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
Joe Ingraham Joe Ingraham's Merrill Lynch Experience June 2007 - August 2007
Job Senior Financial Analyst Dotcom and Marketing at SEPHORA
Industry Retail
Experience
SEPHORA March 2015 - Present
Sephora August 2013 - March 2015
Provident Funding Associates L.P. February 2009 - August 2013
B. Riley & Co. June 2008 - November 2008
Merrill Lynch June 2007 - August 2007
Skills
Capital Markets, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Credit Analysis, Analysis, Equity Research, Equities, Investments, Trading, Corporate Finance, Credit, Mortgage Lending, Finance, Forecasting
Education
University of Southern California 2004 — 2008
Bachelor of Science, Finance and Business Economics, International Business
Budapesti Corvinus Egyetem
SEPHORA March 2015 - Present
Sephora August 2013 - March 2015
Provident Funding Associates L.P. February 2009 - August 2013
B. Riley & Co. June 2008 - November 2008
Merrill Lynch June 2007 - August 2007
Skills
Capital Markets, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Credit Analysis, Analysis, Equity Research, Equities, Investments, Trading, Corporate Finance, Credit, Mortgage Lending, Finance, Forecasting
Education
University of Southern California 2004 — 2008
Bachelor of Science, Finance and Business Economics, International Business
Budapesti Corvinus Egyetem
Todd Merkle Todd Merkle's Merrill Lynch Experience 1996 - 2003
Job Managing Principal at Cascadilla Capital Partners, LLC
Industry Real Estate
Experience
Cascadilla Capital Partners, LLC January 2014 - Present
Thomas Properties Group June 2004 - December 2013
Houlihan Lokey 2003 - 2004
Merrill Lynch 1996 - 2003
Irvine Company 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Financial Modeling, Asset Management, Real Estate, Investments, Real Estate Economics, Real Estate Development, Valuation, Due Diligence, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Properties, Portfolio Management, Financial Analysis, Real Estate Financing, Acquisitions
Education
Cornell University 1987 — 1992
Bachelor of Science, Applied Economics and Management
Danvers High School (Danvers, MA) 1983 — 1987
Cascadilla Capital Partners, LLC January 2014 - Present
Thomas Properties Group June 2004 - December 2013
Houlihan Lokey 2003 - 2004
Merrill Lynch 1996 - 2003
Irvine Company 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Financial Modeling, Asset Management, Real Estate, Investments, Real Estate Economics, Real Estate Development, Valuation, Due Diligence, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Properties, Portfolio Management, Financial Analysis, Real Estate Financing, Acquisitions
Education
Cornell University 1987 — 1992
Bachelor of Science, Applied Economics and Management
Danvers High School (Danvers, MA) 1983 — 1987
Saly Glassman Saly Glassman's Merrill Lynch Experience September 1980 - Present
Job Managing Director Investments at Merrill Lynch
Industry Investment Management
Experience
Kindle Hill Farm January 2004 - Present
Merrill Lynch September 1980 - Present
Skills
Equities, Wealth Management, Alternative Investments, Series 7, Investments, Fixed Income, Investment Strategies, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement Planning, Hedge Funds, Asset Managment, Asset Management, Financial Analysis, Investment Advisory, Capital Markets, Series 63, Financial Services, Investment Management, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial...
Education
Cornell University
Bachelor of Arts (B.A.), Psychology
Cheltenham High School
Kindle Hill Farm January 2004 - Present
Merrill Lynch September 1980 - Present
Skills
Equities, Wealth Management, Alternative Investments, Series 7, Investments, Fixed Income, Investment Strategies, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement Planning, Hedge Funds, Asset Managment, Asset Management, Financial Analysis, Investment Advisory, Capital Markets, Series 63, Financial Services, Investment Management, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial...
Education
Cornell University
Bachelor of Arts (B.A.), Psychology
Cheltenham High School
Willert Morris Willert Morris's Merrill Lynch Experience September 2008 - October 2010
Job Senior Investment Advisor
Industry Financial Services
Experience
deVere Group September 2013 - Present
WCM Capital October 2010 - Present
Nova Capital Global Markets April 2012 - October 2012
Nova Capital Global Markets April 2012 - June 2012
Beyond Capital Markets May 2011 - January 2012
Bright Grid Solar Inc October 2010 - January 2011
Merrill Lynch September 2008 - October 2010
MassMutual Financial Group September 2001 - September 2008
Triple Point Technology 2001 - 2003
SS&C TECHNOLOGY January 1998 - January 2001
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Business Planning, Mutual Funds, Trading, Private Equity, Wealth Management..., Investment Advisory, Risk Management, Finance, Financial Services, Series 7, Emerging Markets, Bonds, Investment Strategies, Options, Financial Advisory, Financial Markets, Asset Managment, Institutional Investors, Customer Relations, Endowments, Sales Process, Cold Calling, Hedge Funds, ETFs, Series 63, Derivatives, Private Wealth..., Hedging, Capital Markets, Institutional, Fund Of Funds, Strategy, Corporate Finance, Financial Risk, Funding, Structured Finance, Investment Banking, Business Development, Valuation, Securities, Relationship Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA
Cornell University 1975 — 1979
B.A.
deVere Group September 2013 - Present
WCM Capital October 2010 - Present
Nova Capital Global Markets April 2012 - October 2012
Nova Capital Global Markets April 2012 - June 2012
Beyond Capital Markets May 2011 - January 2012
Bright Grid Solar Inc October 2010 - January 2011
Merrill Lynch September 2008 - October 2010
MassMutual Financial Group September 2001 - September 2008
Triple Point Technology 2001 - 2003
SS&C TECHNOLOGY January 1998 - January 2001
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Business Planning, Mutual Funds, Trading, Private Equity, Wealth Management..., Investment Advisory, Risk Management, Finance, Financial Services, Series 7, Emerging Markets, Bonds, Investment Strategies, Options, Financial Advisory, Financial Markets, Asset Managment, Institutional Investors, Customer Relations, Endowments, Sales Process, Cold Calling, Hedge Funds, ETFs, Series 63, Derivatives, Private Wealth..., Hedging, Capital Markets, Institutional, Fund Of Funds, Strategy, Corporate Finance, Financial Risk, Funding, Structured Finance, Investment Banking, Business Development, Valuation, Securities, Relationship Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA
Cornell University 1975 — 1979
B.A.
Renzo Cerabino, JD, MBA, CFP, CLU, CDFA's Merrill Lynch Experience August 2010 - September 2011
Job Portfolio Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2014 - Present
First Niagara Bank September 2011 - January 2014
Merrill Lynch August 2010 - September 2011
M&T Bank November 2007 - August 2010
M&T Bank July 2005 - October 2007
Hinman, Howard & Kattell, LLP February 2000 - July 2005
Skills
Financial Planning, Estate Planning, Risk Management, Asset Allocation, Insurance, Retirement Planning, Certified Divorce..., Italian, Alternative Investments
Education
Villanova University 1996 — 2000
MBA, Business
Villanova University School of Law 1996 — 1999
JD, Law
Cornell University 1993 — 1996
B.S., Industrial and Labor Relations
Xaverian High School 1988 — 1992
High School, High School
BNY Mellon Wealth Management February 2014 - Present
First Niagara Bank September 2011 - January 2014
Merrill Lynch August 2010 - September 2011
M&T Bank November 2007 - August 2010
M&T Bank July 2005 - October 2007
Hinman, Howard & Kattell, LLP February 2000 - July 2005
Skills
Financial Planning, Estate Planning, Risk Management, Asset Allocation, Insurance, Retirement Planning, Certified Divorce..., Italian, Alternative Investments
Education
Villanova University 1996 — 2000
MBA, Business
Villanova University School of Law 1996 — 1999
JD, Law
Cornell University 1993 — 1996
B.S., Industrial and Labor Relations
Xaverian High School 1988 — 1992
High School, High School
Michael Norins Michael Norins's Merrill Lynch Experience June 1994 - June 2000
Job Managing Principal / COO at FORTIS Asset Management FORTIS Private Wealth Management
Industry Financial Services
Experience
FORTIS ASSET MANAGEMENT- FORTIS PRIVATE WEALTH September 2014 - Present
Ascent Private Capital Management : US Bank August 2011 - Present
Private Client Reserve US Bank June 2005 - August 2011
Wells Fargo Private Bank February 2000 - June 2005
Merrill Lynch June 1994 - June 2000
Skills
Client Relationship..., Client Counseling, Business Owner Planning, Business Owner..., Able to build strong..., Excellent Client..., Wealth Management, Wealth Management..., Financial Advisory, Private Banking, Full Wealth Planning..., New Client Development, Family Planning, Generational Planning, Sales Management, Wealth Planning for..., Investment Management, Wealth, Business Development, Insurance, Retirement Planning, Finance, Portfolio Management, Asset Management, Investments, Banking, Management
Education
Cornell University - Johnson Graduate School of Management
Business Management - Leadership
University of Oregon
Business Administration / Political Economics
FORTIS ASSET MANAGEMENT- FORTIS PRIVATE WEALTH September 2014 - Present
Ascent Private Capital Management : US Bank August 2011 - Present
Private Client Reserve US Bank June 2005 - August 2011
Wells Fargo Private Bank February 2000 - June 2005
Merrill Lynch June 1994 - June 2000
Skills
Client Relationship..., Client Counseling, Business Owner Planning, Business Owner..., Able to build strong..., Excellent Client..., Wealth Management, Wealth Management..., Financial Advisory, Private Banking, Full Wealth Planning..., New Client Development, Family Planning, Generational Planning, Sales Management, Wealth Planning for..., Investment Management, Wealth, Business Development, Insurance, Retirement Planning, Finance, Portfolio Management, Asset Management, Investments, Banking, Management
Education
Cornell University - Johnson Graduate School of Management
Business Management - Leadership
University of Oregon
Business Administration / Political Economics
Joseph Pacelli Joseph Pacelli's Merrill Lynch Experience 2007 - 2008
Job Assistant Professor at Indiana University
Industry Accounting
Experience
Indiana University Kelley School of Business July 2015 - Present
Cornell University July 2010 - June 2015
Bristol-Myers Squibb August 2009 - August 2010
Citigroup May 2008 - June 2009
Merrill Lynch 2007 - 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Bloomberg, Data Analysis, Economics, SAS, Stata, Equity Research, Statistics
Education
Cornell University - Johnson Graduate School of Management 2010 — 2015
PhD, Management
Georgetown University 2004 — 2008
BS, Finance, Accounting
Indiana University Kelley School of Business July 2015 - Present
Cornell University July 2010 - June 2015
Bristol-Myers Squibb August 2009 - August 2010
Citigroup May 2008 - June 2009
Merrill Lynch 2007 - 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Bloomberg, Data Analysis, Economics, SAS, Stata, Equity Research, Statistics
Education
Cornell University - Johnson Graduate School of Management 2010 — 2015
PhD, Management
Georgetown University 2004 — 2008
BS, Finance, Accounting
Kenyon Churchwell Kenyon Churchwell's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate at Cornell University Class of 2016 S.C. at Johnson Graduate School of Management
Industry Hospitality
Experience
Johnson Graduate School of Management July 2014 - Present
Marriott International June 2015 - August 2015
ThinkFoodGroup March 2014 - August 2014
Fannie Mae 2013 - November 2013
Fannie Mae 2011 - March 2013
Executive Office of the Mayor, Washington D.C. November 2009 - August 2012
Merrill Lynch June 2008 - August 2008
TIAA-CREF June 2007 - August 2007
TIAA-CREF 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Relevant coursework: Hospitality Real Estate Finance and Real Estate Financial Modeling
Harvard University 2005 — 2009
Bachelor of Arts, Economics
Johnson Graduate School of Management July 2014 - Present
Marriott International June 2015 - August 2015
ThinkFoodGroup March 2014 - August 2014
Fannie Mae 2013 - November 2013
Fannie Mae 2011 - March 2013
Executive Office of the Mayor, Washington D.C. November 2009 - August 2012
Merrill Lynch June 2008 - August 2008
TIAA-CREF June 2007 - August 2007
TIAA-CREF 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Relevant coursework: Hospitality Real Estate Finance and Real Estate Financial Modeling
Harvard University 2005 — 2009
Bachelor of Arts, Economics
Andre Shell Andre Shell's Merrill Lynch Experience 2015 - Present
Job GWIM Reg Ops Team Leader at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Merrill Lynch 2013 - 2015
Bank of America 2012 - 2013
Bank of America 2008 - 2012
Bank of America 2006 - 2008
Enablx 2004 - 2006
Skills
Team Leadership, Written & Verbal..., Job Coaching, Phone Etiquette, Call Monitoring, Reports Analysis, On the Job Training, Project Management, Business Writing, Proofreading, Flow Charts, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Collections, Customer Satisfaction, Sales, Employee Training, Management, Customer Service
Education
Rutgers University
Bachelor of Arts (BA), Mass Media and Journalism
County College of Morris
Associate of Arts (AA), Journalism
Merrill Lynch 2015 - Present
Merrill Lynch 2013 - 2015
Bank of America 2012 - 2013
Bank of America 2008 - 2012
Bank of America 2006 - 2008
Enablx 2004 - 2006
Skills
Team Leadership, Written & Verbal..., Job Coaching, Phone Etiquette, Call Monitoring, Reports Analysis, On the Job Training, Project Management, Business Writing, Proofreading, Flow Charts, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Collections, Customer Satisfaction, Sales, Employee Training, Management, Customer Service
Education
Rutgers University
Bachelor of Arts (BA), Mass Media and Journalism
County College of Morris
Associate of Arts (AA), Journalism
Jake Dwyer's Merrill Lynch Experience November 2005 - April 2008
Job COO @ HyperScience
Industry Internet
Experience
HyperScience May 2015 - Present
HyperScience February 2014 - Present
500 Startups April 2013 - Present
Handy January 2015 - May 2015
Handy April 2014 - January 2015
Insightly July 2013 - January 2014
Shutl (acquired by Ebay) June 2013 - July 2013
Instinctiv (acquired by SoundCloud) June 2011 - June 2012
Instinctiv (acquired by SoundCloud) June 2010 - June 2011
Merrill Lynch November 2005 - April 2008
Skills
Business Development, Financial Analysis, Economics, Business Strategy, Entrepreneurship, Start-ups, Digital Media, Marketing, Market Research, Mobile Devices, Leadership, Strategy, Product Development, Product Management, Management, Strategic Partnerships, CRM
Education
Dartmouth College 1999 — 2003
BA, Economics
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Entrepreneurship, Digital Media
IE Business School 2009 — 2009
MBA-Exchange, International Business Strategy
Middlesex School 1995 — 1999
HS
HyperScience May 2015 - Present
HyperScience February 2014 - Present
500 Startups April 2013 - Present
Handy January 2015 - May 2015
Handy April 2014 - January 2015
Insightly July 2013 - January 2014
Shutl (acquired by Ebay) June 2013 - July 2013
Instinctiv (acquired by SoundCloud) June 2011 - June 2012
Instinctiv (acquired by SoundCloud) June 2010 - June 2011
Merrill Lynch November 2005 - April 2008
Skills
Business Development, Financial Analysis, Economics, Business Strategy, Entrepreneurship, Start-ups, Digital Media, Marketing, Market Research, Mobile Devices, Leadership, Strategy, Product Development, Product Management, Management, Strategic Partnerships, CRM
Education
Dartmouth College 1999 — 2003
BA, Economics
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Entrepreneurship, Digital Media
IE Business School 2009 — 2009
MBA-Exchange, International Business Strategy
Middlesex School 1995 — 1999
HS
Sukhbir Gill Sukhbir Gill's Merrill Lynch Experience January 2005 - April 2005
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
BlackRock January 2008 - December 2012
BlackRock September 2005 - December 2007
Merrill Lynch January 2005 - April 2005
Skills
Valuation, Risk Management, Financial Modeling, Finance, Financial Analysis, Corporate Finance, Managerial Finance, Analysis, Financial Reporting, Forecasting, Business Strategy, Data Analysis, Analytics, Fund Of Funds, Financial Risk, Bloomberg, Fixed Income, Equities, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), General Management
Washington State University
Bachelor of Arts, Major: Finance / Minor: Accounting
BlackRock January 2013 - Present
BlackRock January 2008 - December 2012
BlackRock September 2005 - December 2007
Merrill Lynch January 2005 - April 2005
Skills
Valuation, Risk Management, Financial Modeling, Finance, Financial Analysis, Corporate Finance, Managerial Finance, Analysis, Financial Reporting, Forecasting, Business Strategy, Data Analysis, Analytics, Fund Of Funds, Financial Risk, Bloomberg, Fixed Income, Equities, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), General Management
Washington State University
Bachelor of Arts, Major: Finance / Minor: Accounting
Oleg V. Pavlov Oleg V. Pavlov's Merrill Lynch Experience June 1997 - August 1997
Job Associate Professor of Economics and System Dynamics
Industry Higher Education
Experience
Worcester Polytechnic Institute July 2002 - Present
Systems Innovation Practice July 2013 - Present
Federal Reserve Bank of Cleveland 2015 - Present
Aalto University School of Business 2015 - 2015
Finance University under the Government of the Russian Federation 2014 - 2014
The Coleman Foundation 2011 - 2012
Boston University School of Management 2000 - 2002
USC Wrigley Institute for Environmental Studies 1999 - 2000
University of Southern California 1994 - 2000
Merrill Lynch June 1997 - August 1997
Skills
Economics, Systems Thinking, System Dynamics, Public Speaking, Higher Education, Writing, Research, Educational Technology, Academic Administration, Lecturing, Curriculum Development, Policy Analysis, University Teaching, Teaching, Grant Writing, Program Development, Student Affairs, Curriculum Design, E-Learning, Qualitative Research, Student Development, SPSS, Distance Learning, Nonprofits
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
University of Southern California 1997 — 2000
Ph.D.
University of Southern California 1994 — 1997
M.A.
University of Southern California 1992 — 1994
B.S.
Worcester Polytechnic Institute July 2002 - Present
Systems Innovation Practice July 2013 - Present
Federal Reserve Bank of Cleveland 2015 - Present
Aalto University School of Business 2015 - 2015
Finance University under the Government of the Russian Federation 2014 - 2014
The Coleman Foundation 2011 - 2012
Boston University School of Management 2000 - 2002
USC Wrigley Institute for Environmental Studies 1999 - 2000
University of Southern California 1994 - 2000
Merrill Lynch June 1997 - August 1997
Skills
Economics, Systems Thinking, System Dynamics, Public Speaking, Higher Education, Writing, Research, Educational Technology, Academic Administration, Lecturing, Curriculum Development, Policy Analysis, University Teaching, Teaching, Grant Writing, Program Development, Student Affairs, Curriculum Design, E-Learning, Qualitative Research, Student Development, SPSS, Distance Learning, Nonprofits
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
University of Southern California 1997 — 2000
Ph.D.
University of Southern California 1994 — 1997
M.A.
University of Southern California 1992 — 1994
B.S.
Gregg W Taylor Gregg W Taylor's Merrill Lynch Experience May 2001 - August 2002
Job BT Project Manager @ Deutsche Bank
Industry Telecommunications
Experience
BT Global Services April 2014 - Present
BT Consulant @ Deutsche Bank May 2012 - Present
Short term Contract positions August 2011 - February 2012
TEKsystems June 2011 - August 2011
Morgan Stanley June 2010 - June 2011
HUB International - (consultant) August 2009 - December 2009
SPS / Phonextra November 2007 - January 2009
Pfizer - Contractor May 2005 - October 2007
Avaya Business Partner-Consultedge Inc. August 2002 - June 2003
Merrill Lynch May 2001 - August 2002
Skills
Telecommunications, Project Management, Wireless, Call Centers, Management, Avaya, Human Resources, Infrastructure, Video Conferencing, Project Coordination, ACD, Vendor Management, Consulting, VoIP, Data Center, IT Strategy, Integration
Education
County College of Morris 1981 — 1982
Assoc., Technical
BT Global Services April 2014 - Present
BT Consulant @ Deutsche Bank May 2012 - Present
Short term Contract positions August 2011 - February 2012
TEKsystems June 2011 - August 2011
Morgan Stanley June 2010 - June 2011
HUB International - (consultant) August 2009 - December 2009
SPS / Phonextra November 2007 - January 2009
Pfizer - Contractor May 2005 - October 2007
Avaya Business Partner-Consultedge Inc. August 2002 - June 2003
Merrill Lynch May 2001 - August 2002
Skills
Telecommunications, Project Management, Wireless, Call Centers, Management, Avaya, Human Resources, Infrastructure, Video Conferencing, Project Coordination, ACD, Vendor Management, Consulting, VoIP, Data Center, IT Strategy, Integration
Education
County College of Morris 1981 — 1982
Assoc., Technical
Steve Garfinkle's Merrill Lynch Experience 1986 - 1989
Job Senior Data and Integration Architect at Ahold
Industry Information Technology and Services
Experience
Ahold August 2015 - Present
IBM 1998 - Present
CTG Computer Task Group - IBM 1994 - 1998
Softworks International (UNDP, CITIBANK, Seiko Time) 1992 - 1994
Viacom 1989 - 1992
Merrill Lynch 1986 - 1989
Skills
Smart Grid, AMI, Analytics, Capital Markets, Sales Support, Green Technology, Online Marketing, Mobile, Media & Entertainment, Forecasting, Incentives, Healthcare IT, Letters Of Credit, Banking, Security, IPO, Data Warehousing, Government Agencies, Smart Metering, Business Intelligence, Web Analytics, Social Media Marketing, Advertising, Cloud Computing, Data Mining, Data Center, Database Design, CRM software, Sales Force Automation, Rights Licensing, Operations Management, Innovation Management, Software Consulting, Process Consulting, CRM, Architecture, Software Development
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Operations/Finance
Stevens Institute of Technology 2003 — 2003
Graduate Course Work, Systems Engineering
Nyack College 1991 — 1994
BS, Organization Mgt & Information Technology
Ahold August 2015 - Present
IBM 1998 - Present
CTG Computer Task Group - IBM 1994 - 1998
Softworks International (UNDP, CITIBANK, Seiko Time) 1992 - 1994
Viacom 1989 - 1992
Merrill Lynch 1986 - 1989
Skills
Smart Grid, AMI, Analytics, Capital Markets, Sales Support, Green Technology, Online Marketing, Mobile, Media & Entertainment, Forecasting, Incentives, Healthcare IT, Letters Of Credit, Banking, Security, IPO, Data Warehousing, Government Agencies, Smart Metering, Business Intelligence, Web Analytics, Social Media Marketing, Advertising, Cloud Computing, Data Mining, Data Center, Database Design, CRM software, Sales Force Automation, Rights Licensing, Operations Management, Innovation Management, Software Consulting, Process Consulting, CRM, Architecture, Software Development
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Operations/Finance
Stevens Institute of Technology 2003 — 2003
Graduate Course Work, Systems Engineering
Nyack College 1991 — 1994
BS, Organization Mgt & Information Technology
Martin Cummins Martin Cummins's Merrill Lynch Experience February 2007 - December 2008
Job Trader: Equity & Fixed Income
Industry Financial Services
Experience
CITIC Securities 2012 - Present
Standard Chartered Bank December 2008 - December 2011
Merrill Lynch February 2007 - December 2008
Morgan Stanley August 2005 - February 2007
Skills
Trading, Equity Sales, Hedge Funds, Equity Trading, Equities, Asset Allocation, Settlement, Trading Strategies, Bloomberg, Capital Markets
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Roger Williams University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance, Deans List, Academic Scholarship Recipient
University of Wollongong
•CORE Concentration in Australia Studies
CITIC Securities 2012 - Present
Standard Chartered Bank December 2008 - December 2011
Merrill Lynch February 2007 - December 2008
Morgan Stanley August 2005 - February 2007
Skills
Trading, Equity Sales, Hedge Funds, Equity Trading, Equities, Asset Allocation, Settlement, Trading Strategies, Bloomberg, Capital Markets
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Roger Williams University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance, Deans List, Academic Scholarship Recipient
University of Wollongong
•CORE Concentration in Australia Studies
Jeff Fenigstein's Merrill Lynch Experience 1993 - 1995
Job Operations Executive. Driving and managing aggressive growth.
Industry Marketing and Advertising
Experience
Stella Carakasi, a division of Two Star Dog, Inc. April 2013 - Present
Greenberg Brand Strategy February 2012 - March 2013
American Express June 2011 - February 2012
Sawhorse Enterprises January 2009 - June 2011
Direct Mail By Hand January 2007 - January 2010
WebMD March 2003 - September 2006
WebMD March 2003 - March 2004
Pfizer 2002 - 2003
Merrill Lynch 1993 - 1995
Skills
Strategy, Product Management, Start-ups, Strategic Planning, Operations Management, Analytics, Finance, Financial Modeling, P&L Management, Leadership, Market Research, E-commerce, Mergers & Acquisitions, Marketing, Project Management, Cross-functional Team..., Management, Budgets, Social Media Marketing, Strategic Partnerships, Business Strategy, Client Services, Entrepreneurship, Executive Management, Negotiation, Brand Identity, Digital Strategy
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, General Management & Business Strategy
University of Delaware 1991 — 1993
B.S, Finance
University of Maryland College Park 1989 — 1991
Stella Carakasi, a division of Two Star Dog, Inc. April 2013 - Present
Greenberg Brand Strategy February 2012 - March 2013
American Express June 2011 - February 2012
Sawhorse Enterprises January 2009 - June 2011
Direct Mail By Hand January 2007 - January 2010
WebMD March 2003 - September 2006
WebMD March 2003 - March 2004
Pfizer 2002 - 2003
Merrill Lynch 1993 - 1995
Skills
Strategy, Product Management, Start-ups, Strategic Planning, Operations Management, Analytics, Finance, Financial Modeling, P&L Management, Leadership, Market Research, E-commerce, Mergers & Acquisitions, Marketing, Project Management, Cross-functional Team..., Management, Budgets, Social Media Marketing, Strategic Partnerships, Business Strategy, Client Services, Entrepreneurship, Executive Management, Negotiation, Brand Identity, Digital Strategy
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, General Management & Business Strategy
University of Delaware 1991 — 1993
B.S, Finance
University of Maryland College Park 1989 — 1991
Ranga Kanthadai Ranga Kanthadai's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Unilever June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Investments, Financial Modeling, Valuation, Economics, Microsoft Excel, Microsoft Office, PowerPoint
Education
Cornell University 2010 — 2014
Bachelor's Degree, Labor and Industrial Relations; Economics
Parsippany Hills High School 2006 — 2010
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Unilever June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Investments, Financial Modeling, Valuation, Economics, Microsoft Excel, Microsoft Office, PowerPoint
Education
Cornell University 2010 — 2014
Bachelor's Degree, Labor and Industrial Relations; Economics
Parsippany Hills High School 2006 — 2010
Richard Spadafora's Merrill Lynch Experience August 2007 - Present
Job Vice President at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Merrill Lynch August 2007 - Present
Skills
Wealth Management, Investments, Banking, Series 7, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fordham University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch August 2014 - Present
Merrill Lynch August 2007 - Present
Skills
Wealth Management, Investments, Banking, Series 7, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fordham University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Robert Gates Robert Gates's Merrill Lynch Experience November 1997 - June 2009
Job Senior Managing Director at Global Jet Capital
Industry Financial Services
Experience
Global Jet Capital August 2014 - Present
RPK Capital August 2009 - January 2014
Merrill Lynch November 1997 - June 2009
The Chase Manhattan Bank September 1994 - October 1997
Fieldstone Private Capital Group, Inc. 1993 - 1993
Skills
Structured Finance, Management, Capital Markets, Airlines, Leveraged Finance, Private Equity, Portfolio Management, Corporate Finance, Financial Structuring, Fixed Income, Commercial Aviation, Venture Capital, Financial Analysis, Aircraft, Asset Management, Valuation, Investment Banking, Financial Modeling, Hedge Funds, Asset Managment, Equities, Finance, Mergers & Acquisitions, Securitization, Investments, Trading, Credit, Due Diligence
Education
Cornell University 1992 — 1994
MBA, Finance
Cornell University 1986 — 1990
Bachelor's Degree, College of Arts and Sciences
Wilmington Friends School 1982 — 1986
Global Jet Capital August 2014 - Present
RPK Capital August 2009 - January 2014
Merrill Lynch November 1997 - June 2009
The Chase Manhattan Bank September 1994 - October 1997
Fieldstone Private Capital Group, Inc. 1993 - 1993
Skills
Structured Finance, Management, Capital Markets, Airlines, Leveraged Finance, Private Equity, Portfolio Management, Corporate Finance, Financial Structuring, Fixed Income, Commercial Aviation, Venture Capital, Financial Analysis, Aircraft, Asset Management, Valuation, Investment Banking, Financial Modeling, Hedge Funds, Asset Managment, Equities, Finance, Mergers & Acquisitions, Securitization, Investments, Trading, Credit, Due Diligence
Education
Cornell University 1992 — 1994
MBA, Finance
Cornell University 1986 — 1990
Bachelor's Degree, College of Arts and Sciences
Wilmington Friends School 1982 — 1986
Amy Wang Amy Wang's Merrill Lynch Experience June 2005 - September 2005
Job MBA Candidate at Cornell University Johnson
Industry Financial Services
Experience
Dimensional Fund Advisors May 2015 - August 2015
Guggenheim Partners June 2014 - July 2014
PIMCO November 2010 - April 2013
PIMCO June 2008 - November 2010
Colony Capital, LLC March 2007 - April 2008
SunAmerica Financial Group February 2006 - March 2007
UCLA Anderson School of Management September 2005 - February 2006
Merrill Lynch June 2005 - September 2005
Skills
Private Equity, Fixed Income, Strategy, Portfolio Management, Investments, Investment Strategies, Investment Management, Entrepreneurship, Strategic Partnerships, Equities, Finance, Due Diligence, Valuation, Mutual Funds, Bloomberg, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management (CMAM)
University of California, Los Angeles 2004 — 2008
B.A., Economics
Rancho Cucamonga High School 2000 — 2004
High School Diploma, 4.52/4.00
Dimensional Fund Advisors May 2015 - August 2015
Guggenheim Partners June 2014 - July 2014
PIMCO November 2010 - April 2013
PIMCO June 2008 - November 2010
Colony Capital, LLC March 2007 - April 2008
SunAmerica Financial Group February 2006 - March 2007
UCLA Anderson School of Management September 2005 - February 2006
Merrill Lynch June 2005 - September 2005
Skills
Private Equity, Fixed Income, Strategy, Portfolio Management, Investments, Investment Strategies, Investment Management, Entrepreneurship, Strategic Partnerships, Equities, Finance, Due Diligence, Valuation, Mutual Funds, Bloomberg, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management (CMAM)
University of California, Los Angeles 2004 — 2008
B.A., Economics
Rancho Cucamonga High School 2000 — 2004
High School Diploma, 4.52/4.00
Peter Berlin Peter Berlin's Merrill Lynch Experience November 2003 - September 2007
Job Vice President, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley September 2007 - October 2010
Merrill Lynch November 2003 - September 2007
American Express Financial Advisors February 2002 - November 2003
Merrill Lynch November 1987 - February 2002
Education
Cornell University 1982 — 1984
State University of New York at Stony Brook 1978 — 1982
Bachelor of Arts (B.A.)
Wheatley 1974 — 1978
Pace University - Lubin School of Business
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley September 2007 - October 2010
Merrill Lynch November 2003 - September 2007
American Express Financial Advisors February 2002 - November 2003
Merrill Lynch November 1987 - February 2002
Education
Cornell University 1982 — 1984
State University of New York at Stony Brook 1978 — 1982
Bachelor of Arts (B.A.)
Wheatley 1974 — 1978
Pace University - Lubin School of Business
Shaun C. Hawkins Shaun C. Hawkins's Merrill Lynch Experience September 2011 - Present
Job Wealth Management/ Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2011 - Present
Author December 2007 - August 2011
Susquehanna International Group March 2003 - January 2005
Morgan Stanley July 2000 - March 2003
Goldman Sachs August 1994 - July 2000
The Johnson School at Cornell University 1992 - 1994
Pansophic Systems/ Computer Associates 1988 - 1992
Skills
Series 7, Series 66, Life & Health Insurance..., Mortgage Lending, Long-term Care, Indexed Annuities
Education
Cornell University - S.C. Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Cornell University 1984 — 1988
BA, History & Government
Portland High School
Merrill Lynch September 2011 - Present
Author December 2007 - August 2011
Susquehanna International Group March 2003 - January 2005
Morgan Stanley July 2000 - March 2003
Goldman Sachs August 1994 - July 2000
The Johnson School at Cornell University 1992 - 1994
Pansophic Systems/ Computer Associates 1988 - 1992
Skills
Series 7, Series 66, Life & Health Insurance..., Mortgage Lending, Long-term Care, Indexed Annuities
Education
Cornell University - S.C. Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Cornell University 1984 — 1988
BA, History & Government
Portland High School
Kevin McGovern, CFA, CPA Kevin McGovern, CFA, CPA's Merrill Lynch Experience July 2004 - October 2005
Job LNG Supply & Trading at Chevron
Industry Oil & Energy
Experience
Chevron July 2012 - Present
Bank of America June 2011 - August 2011
Deutsche Bank March 2008 - July 2010
Lehman Brothers October 2005 - March 2008
Merrill Lynch July 2004 - October 2005
Enterprise Rent-A-Car 2002 - 2004
Skills
Valuation, Derivatives, Equities, Finance, Trading, Credit Derivatives, Corporate Finance, Equity Derivatives, Financial Modeling, Structured Products, Credit Risk, Capital Markets, Fixed Income, Credit, Investment Banking, Market Risk, Bloomberg, Asset Management, Financial Structuring, Financial Analysis, Portfolio Management, Due Diligence, Risk Management
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets & Asset Management
Montclair State University 1997 — 2002
BS, Accounting & Finance
Chevron July 2012 - Present
Bank of America June 2011 - August 2011
Deutsche Bank March 2008 - July 2010
Lehman Brothers October 2005 - March 2008
Merrill Lynch July 2004 - October 2005
Enterprise Rent-A-Car 2002 - 2004
Skills
Valuation, Derivatives, Equities, Finance, Trading, Credit Derivatives, Corporate Finance, Equity Derivatives, Financial Modeling, Structured Products, Credit Risk, Capital Markets, Fixed Income, Credit, Investment Banking, Market Risk, Bloomberg, Asset Management, Financial Structuring, Financial Analysis, Portfolio Management, Due Diligence, Risk Management
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets & Asset Management
Montclair State University 1997 — 2002
BS, Accounting & Finance
Richard Klugman Richard Klugman's Merrill Lynch Experience March 1993 - August 1994
Job telecom & technology analyst
Industry Investment Management
Experience
Majestic Research May 2008 - December 2009
Prudential Equity Group April 2006 - August 2007
Jefferies March 2001 - February 2005
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Goldman Sachs February 1997 - May 1999
PaineWebber August 1994 - February 1997
Merrill Lynch March 1993 - August 1994
Morgan Stanley August 1991 - March 1993
Northern Business Information (McGraw-Hill) December 1988 - August 1991
Education
Cornell University 1984 — 1988
B.S.
Majestic Research May 2008 - December 2009
Prudential Equity Group April 2006 - August 2007
Jefferies March 2001 - February 2005
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Goldman Sachs February 1997 - May 1999
PaineWebber August 1994 - February 1997
Merrill Lynch March 1993 - August 1994
Morgan Stanley August 1991 - March 1993
Northern Business Information (McGraw-Hill) December 1988 - August 1991
Education
Cornell University 1984 — 1988
B.S.
Fulmin Almonte Fulmin Almonte's Merrill Lynch Experience May 1996 - September 1998
Job Senior Provisioning Eng./ Subject Matter Expert
Industry Telecommunications
Experience
AT&T Global Services December 2007 - Present
TeleSyCon March 2006 - July 2007
AT&T Solutions January 2003 - August 2005
Virtual Corporation / AT&T Solutions January 2001 - August 2002
Dynax Solutions Inc. October 1998 - December 2000
Merrill Lynch May 1996 - September 1998
Skills
Cisco Technologies, Telecommunications, Switches, Integration, Network Design, IP, WAN, MPLS, Routing, Networking, Visio, LAN-WAN, Network Engineering, Unix, Testing, Wireless, Cisco Routers, MS Project, Management, Project Planning
Education
Merrill Lynch Management and Technology Training 1996 — 1997
Certificate, Technology Management
State University of New York Institute of Technology at Utica/Rome 1995 — 1996
Bachelor of Applied Science (BASc), Electrical, Electronics and Communications Engineering
County College of Morris 1990 — 1992
AAS, Electronics
AT&T Global Services December 2007 - Present
TeleSyCon March 2006 - July 2007
AT&T Solutions January 2003 - August 2005
Virtual Corporation / AT&T Solutions January 2001 - August 2002
Dynax Solutions Inc. October 1998 - December 2000
Merrill Lynch May 1996 - September 1998
Skills
Cisco Technologies, Telecommunications, Switches, Integration, Network Design, IP, WAN, MPLS, Routing, Networking, Visio, LAN-WAN, Network Engineering, Unix, Testing, Wireless, Cisco Routers, MS Project, Management, Project Planning
Education
Merrill Lynch Management and Technology Training 1996 — 1997
Certificate, Technology Management
State University of New York Institute of Technology at Utica/Rome 1995 — 1996
Bachelor of Applied Science (BASc), Electrical, Electronics and Communications Engineering
County College of Morris 1990 — 1992
AAS, Electronics
Seth Goldstein's Merrill Lynch Experience June 2014 - Present
Job Student at Cornell University
Industry Financial Services
Experience
Epic September 2015 - Present
Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - Present
Cornell University Appel Service Center February 2013 - Present
Cornell University - Johnson Museum of Art August 2012 - Present
Camp Apollo July 2009 - August 2012
NOAA July 2009 - July 2010
Skills
Foreign Languages, Public Relations, Microsoft Office, PC, Mac, Google Docs, Facebook, Social Media, Time Management, Community Outreach, PowerPoint, Spanish, Social Networking, Customer Service
Education
Cornell University 2012 — 2015
Bachelor of Science (B.S.), Labor and Industrial Relations
University College Dublin 2014 — 2014
Bachelor's Degree, Quinn School of Business
Plainview Old-Bethpage John F. Kennedy High School 2007 — 2011
Epic September 2015 - Present
Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - Present
Cornell University Appel Service Center February 2013 - Present
Cornell University - Johnson Museum of Art August 2012 - Present
Camp Apollo July 2009 - August 2012
NOAA July 2009 - July 2010
Skills
Foreign Languages, Public Relations, Microsoft Office, PC, Mac, Google Docs, Facebook, Social Media, Time Management, Community Outreach, PowerPoint, Spanish, Social Networking, Customer Service
Education
Cornell University 2012 — 2015
Bachelor of Science (B.S.), Labor and Industrial Relations
University College Dublin 2014 — 2014
Bachelor's Degree, Quinn School of Business
Plainview Old-Bethpage John F. Kennedy High School 2007 — 2011
Shane Robinson Shane Robinson's Merrill Lynch Experience 2007 - 2008
Job Entrepreneur, Army veteran, MBA/MPA joint degree student
Industry Internet
Experience
HappyFunCorp December 2012 - Present
Forbes Magazine June 2012 - Present
Robin Hood June 2015 - August 2015
The Kalley Group March 2013 - September 2014
Soletron September 2010 - July 2014
Intellectual Ventures 2010 - 2010
Sagent Advisors 2009 - 2010
ChengLong Translation Services January 2008 - June 2008
Merrill Lynch 2007 - 2008
US Army January 2001 - January 2005
Skills
Entrepreneurship, Start-ups, Mergers & Acquisitions, Venture Capital, Financial Modeling, Strategic Partnerships, Management, Valuation, Leadership, Investment Banking, Product Development, Marketing, Business Strategy, Business Planning, Financial Analysis, Project Management, Private Equity, Digital Media, Analysis, Blogging, Strategy, Corporate Development, Team Leadership, Finance, Strategic Planning, Competitive Analysis, Business Development, Mergers, Internet Entrepreneur, Product Management, Web Architecture, LBO, Investments, Analytics, E-commerce, Mobile Applications, Corporate Finance, Executive Management, Investor Relations, Team Management, Fundraising
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Harvard University, John F. Kennedy School of Government
Master of Public Administration (M.P.A.)
Cornell University
Economics, Mandarin Chinese
United States Military Academy at West Point
Economics
Peking University
FALCON Program Language Certificate, Chinese Language
HappyFunCorp December 2012 - Present
Forbes Magazine June 2012 - Present
Robin Hood June 2015 - August 2015
The Kalley Group March 2013 - September 2014
Soletron September 2010 - July 2014
Intellectual Ventures 2010 - 2010
Sagent Advisors 2009 - 2010
ChengLong Translation Services January 2008 - June 2008
Merrill Lynch 2007 - 2008
US Army January 2001 - January 2005
Skills
Entrepreneurship, Start-ups, Mergers & Acquisitions, Venture Capital, Financial Modeling, Strategic Partnerships, Management, Valuation, Leadership, Investment Banking, Product Development, Marketing, Business Strategy, Business Planning, Financial Analysis, Project Management, Private Equity, Digital Media, Analysis, Blogging, Strategy, Corporate Development, Team Leadership, Finance, Strategic Planning, Competitive Analysis, Business Development, Mergers, Internet Entrepreneur, Product Management, Web Architecture, LBO, Investments, Analytics, E-commerce, Mobile Applications, Corporate Finance, Executive Management, Investor Relations, Team Management, Fundraising
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Harvard University, John F. Kennedy School of Government
Master of Public Administration (M.P.A.)
Cornell University
Economics, Mandarin Chinese
United States Military Academy at West Point
Economics
Peking University
FALCON Program Language Certificate, Chinese Language
Ralph Roberts, MBA Ralph Roberts, MBA's Merrill Lynch Experience August 2003 - June 2006
Job Finance
Industry Financial Services
Experience
New York Life August 2011 - Present
HSE Academy of Finance January 2012 - August 2012
North Bay Center for Surgery August 2010 - July 2011
Chernoff Cosmetic Surgery September 2008 - July 2011
United Property Investments July 2006 - August 2008
Merrill Lynch August 2003 - June 2006
Forbes Mortgage February 2001 - July 2003
United Parcel Service November 1998 - January 2001
United Parcel Service February 1998 - October 1998
United Parcel Service November 1997 - January 1998
Skills
Facebook, Sales Management, User Interface, Formal Presentations, User Interface Design, Human Relations, Direct Sales, Corporate Lending, Financial Planning, Executive Management, Marketing Strategy, Healthcare, Operations Management, Corporate Finance, Project Finance, Financial Reporting, Supply Chain Management, Accounting, Strategic Financial..., Loans, Customer Service, Communication, People Skills, Life Insurance
Education
Harvard University
Masters, Finance
Cornell University - Johnson Graduate School of Management
Indiana University - Kelley School of Business
B.S., Accounting and Finance
Cedarville Christian College
Bachelor of Science (B.S.), Accounting and Finance, 4.0
Indiana Wesleyan University
Master of Business Administration (MBA), Accounting and Finance
Bethesda Christian Schools
High School, Accounting and Finance, 4.0
New York Life August 2011 - Present
HSE Academy of Finance January 2012 - August 2012
North Bay Center for Surgery August 2010 - July 2011
Chernoff Cosmetic Surgery September 2008 - July 2011
United Property Investments July 2006 - August 2008
Merrill Lynch August 2003 - June 2006
Forbes Mortgage February 2001 - July 2003
United Parcel Service November 1998 - January 2001
United Parcel Service February 1998 - October 1998
United Parcel Service November 1997 - January 1998
Skills
Facebook, Sales Management, User Interface, Formal Presentations, User Interface Design, Human Relations, Direct Sales, Corporate Lending, Financial Planning, Executive Management, Marketing Strategy, Healthcare, Operations Management, Corporate Finance, Project Finance, Financial Reporting, Supply Chain Management, Accounting, Strategic Financial..., Loans, Customer Service, Communication, People Skills, Life Insurance
Education
Harvard University
Masters, Finance
Cornell University - Johnson Graduate School of Management
Indiana University - Kelley School of Business
B.S., Accounting and Finance
Cedarville Christian College
Bachelor of Science (B.S.), Accounting and Finance, 4.0
Indiana Wesleyan University
Master of Business Administration (MBA), Accounting and Finance
Bethesda Christian Schools
High School, Accounting and Finance, 4.0
Kyle Dress Kyle Dress's Merrill Lynch Experience May 2008 - August 2008
Job Success Oriented Financial Analyst
Industry Financial Services
Experience
Royal United Mortgage September 2011 - Present
Royal United Mortgage June 2011 - September 2011
McSherr Inc. May 2009 - September 2011
Hobby Lobby May 2009 - January 2010
Indiana University Bloomington August 2007 - May 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Budgeting, Financial Forecasting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Credit, Analysis, Finance, Forecasting, Financial Modeling, Sales, Customer Service, Access, Data Analysis
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Corvinus University of Budapest 2010 — 2010
Finance, International Business, European Union Politics
Royal United Mortgage September 2011 - Present
Royal United Mortgage June 2011 - September 2011
McSherr Inc. May 2009 - September 2011
Hobby Lobby May 2009 - January 2010
Indiana University Bloomington August 2007 - May 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Budgeting, Financial Forecasting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Credit, Analysis, Finance, Forecasting, Financial Modeling, Sales, Customer Service, Access, Data Analysis
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Corvinus University of Budapest 2010 — 2010
Finance, International Business, European Union Politics
Thomas J. Gormley Thomas J. Gormley's Merrill Lynch Experience 1995 - 2006
Job Real Estate Portfolio Manager
Industry Investment Management
Experience
Sky Lake Partners, LLC April 2011 - Present
Standard Chartered Bank 2008 - April 2011
Lehman Brothers 2006 - 2008
Merrill Lynch 1995 - 2006
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Fordham University
BS
Sky Lake Partners, LLC April 2011 - Present
Standard Chartered Bank 2008 - April 2011
Lehman Brothers 2006 - 2008
Merrill Lynch 1995 - 2006
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Fordham University
BS
Jason Barrett Jason Barrett's Merrill Lynch Experience 2006 - 2009
Job Executive Director Head of Renewable Energy Finance and Investments
Industry Renewables & Environment
Experience
GAF April 2015 - Present
Sol-Wind Renewable Power February 2013 - Present
Paladin Strategic Partners 2009 - February 2013
Merrill Lynch 2006 - 2009
Credit Suisse 2004 - 2006
Fannie Mae 2002 - 2004
Morgan Stanley Dean Witter 1998 - 2002
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Finance
Howard University 1988 — 1992
BBA, Finance
GAF April 2015 - Present
Sol-Wind Renewable Power February 2013 - Present
Paladin Strategic Partners 2009 - February 2013
Merrill Lynch 2006 - 2009
Credit Suisse 2004 - 2006
Fannie Mae 2002 - 2004
Morgan Stanley Dean Witter 1998 - 2002
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Finance
Howard University 1988 — 1992
BBA, Finance
Wen Betts Wen Betts's Merrill Lynch Experience August 1998 - August 1999
Job Director at Deloitte
Industry Financial Services
Experience
Deloitte November 2005 - Present
Credit Suisse August 2004 - November 2005
Deloitte August 1999 - August 2004
Merrill Lynch August 1998 - August 1999
Lehman Brothers August 1996 - August 1998
Education
Cornell University 1992 — 1996
B.S., Natural Resources, Business
Deloitte November 2005 - Present
Credit Suisse August 2004 - November 2005
Deloitte August 1999 - August 2004
Merrill Lynch August 1998 - August 1999
Lehman Brothers August 1996 - August 1998
Education
Cornell University 1992 — 1996
B.S., Natural Resources, Business
Anna Hudes Anna Hudes's Merrill Lynch Experience April 2007 - November 2008
Job SVP of Campaign Management, Citibank
Industry Financial Services
Experience
Citibank October 2012 - Present
Ally Bank December 2008 - September 2012
Merrill Lynch April 2007 - November 2008
Dow Jones 2005 - 2007
Dow Jones 2004 - 2005
Dow Jones 2003 - 2004
DIGITAS 2001 - 2003
Skills
SAS/SQL, Unica, Salesforce.com, Multi-channel Campaign..., CRM, Marketing Analytics, Direct Marketing, Database Marketing, Web Analytics, Financial Services, SAS programming, Analytics, Email Marketing, Market Research, Digital Marketing, Business Intelligence, Management, Campaign Management, Strategy, Segmentation
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
The George Washington University - School of Business 1995 — 1999
BBA, Finance
Citibank October 2012 - Present
Ally Bank December 2008 - September 2012
Merrill Lynch April 2007 - November 2008
Dow Jones 2005 - 2007
Dow Jones 2004 - 2005
Dow Jones 2003 - 2004
DIGITAS 2001 - 2003
Skills
SAS/SQL, Unica, Salesforce.com, Multi-channel Campaign..., CRM, Marketing Analytics, Direct Marketing, Database Marketing, Web Analytics, Financial Services, SAS programming, Analytics, Email Marketing, Market Research, Digital Marketing, Business Intelligence, Management, Campaign Management, Strategy, Segmentation
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
The George Washington University - School of Business 1995 — 1999
BBA, Finance
Marcus Simpson Marcus Simpson's Merrill Lynch Experience September 2011 - April 2015
Job MBA Candidate at Cornell University Johnson Graduate School of Management
Industry Financial Services
Experience
Merrill Lynch September 2011 - April 2015
University of Pittsburgh May 2008 - December 2010
Merrill Lynch June 2009 - September 2009
Skills
Microsoft Excel, Salesforce.com, Marketing Communications, Financial Services, Morningstar, Fundraising, PowerPoint, Microsoft Office, Microsoft Word, Investments, Economics
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Pittsburgh 2005 — 2010
B.A, Communications, Economics
Merrill Lynch September 2011 - April 2015
University of Pittsburgh May 2008 - December 2010
Merrill Lynch June 2009 - September 2009
Skills
Microsoft Excel, Salesforce.com, Marketing Communications, Financial Services, Morningstar, Fundraising, PowerPoint, Microsoft Office, Microsoft Word, Investments, Economics
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Pittsburgh 2005 — 2010
B.A, Communications, Economics
Arthur Nazarian's Merrill Lynch Experience 2006 - 2006
Job MBA @Cornell; Business Strategy Intern at Zillow/StreetEasy
Industry Information Technology and Services
Experience
Zillow Group June 2015 - Present
BR Consulting September 2014 - Present
Inscape Development Group January 2012 - August 2014
Liquidity Works, Inc. March 2010 - January 2012
GothamBi October 2009 - March 2010
US Census Dept August 2009 - December 2009
Tufenkian Carpets May 2007 - July 2008
Merrill Lynch 2006 - 2006
Skills
Social Media, PowerPoint, Research, Spanish, Microsoft Excel, Google Analytics, Photoshop, Business Planning, InDesign, Illustrator, Outlook, Microsoft Word, Wordpress, Analysis, Google Apps, WordPress, Nonprofits, Editing, Public Speaking, Marketing, Entrepreneurship, Advertising, Venture Capital, Management, Business Development, Private Equity, Financial Analysis, Finance, Investments, Sales, Corporate Finance, Leadership, Strategy, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Wesleyan University 2005 — 2009
BA, History
Dwight Englewood High School 2001 — 2005
High School Diploma
Zillow Group June 2015 - Present
BR Consulting September 2014 - Present
Inscape Development Group January 2012 - August 2014
Liquidity Works, Inc. March 2010 - January 2012
GothamBi October 2009 - March 2010
US Census Dept August 2009 - December 2009
Tufenkian Carpets May 2007 - July 2008
Merrill Lynch 2006 - 2006
Skills
Social Media, PowerPoint, Research, Spanish, Microsoft Excel, Google Analytics, Photoshop, Business Planning, InDesign, Illustrator, Outlook, Microsoft Word, Wordpress, Analysis, Google Apps, WordPress, Nonprofits, Editing, Public Speaking, Marketing, Entrepreneurship, Advertising, Venture Capital, Management, Business Development, Private Equity, Financial Analysis, Finance, Investments, Sales, Corporate Finance, Leadership, Strategy, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Wesleyan University 2005 — 2009
BA, History
Dwight Englewood High School 2001 — 2005
High School Diploma
Priya Tandon Priya Tandon's Merrill Lynch Experience July 2006 - April 2010
Job Financial Planning & Analysis at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2015 - Present
The Blackstone Group January 2014 - December 2014
The Blackstone Group January 2012 - December 2013
The Blackstone Group April 2010 - December 2011
Merrill Lynch July 2006 - April 2010
Skills
Financial Statement..., Financial Reporting, Rating Agency Relations, Board of Directors..., Financial Variance..., Competitive Analysis, Fixed Income, Financial Modeling, Hedge Funds, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Equities, Finance, Investments
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick 2002 — 2006
Bachelor's Degree, Finance & Economics
The Blackstone Group January 2015 - Present
The Blackstone Group January 2014 - December 2014
The Blackstone Group January 2012 - December 2013
The Blackstone Group April 2010 - December 2011
Merrill Lynch July 2006 - April 2010
Skills
Financial Statement..., Financial Reporting, Rating Agency Relations, Board of Directors..., Financial Variance..., Competitive Analysis, Fixed Income, Financial Modeling, Hedge Funds, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Equities, Finance, Investments
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick 2002 — 2006
Bachelor's Degree, Finance & Economics
Greg Lowe's Merrill Lynch Experience May 1996 - June 1998
Job Social Business Strategist, Social Edge Consulting, LLC
Industry Computer Software
Experience
Social Edge Consulting, LLC June 2014 - Present
Actiance, Inc. February 2013 - May 2014
Enterprise Strategies August 2012 - December 2012
Yammer, Inc. February 2011 - June 2012
Alcatel-Lucent March 2009 - February 2011
Alcatel-Lucent February 2006 - March 2009
Entology July 2005 - February 2006
Tiffany & Co August 2000 - August 2005
Prudential Financial Inc June 1998 - May 2000
Merrill Lynch May 1996 - June 1998
Skills
Social Business, Leadership, Enterprise 2.0, Enterprise Social..., SharePoint, Strategy, IT Strategy, Social Media, Social Networking, Change Management, Program Management, IT Management, Collaboration Tools, Jive, Yammer, Identity Management, Vendor Management, Team Leadership, Active Directory, Enterprise Software, Executive Coaching, Community Building, Collaboration Solutions, Management, Business Process..., CRM, Cross-functional Team..., Web 2.0, SaaS, Integration, Enterprise Architecture, Thought Leadership, Entrepreneurship, Cloud Computing, Business Process, Consulting, Process Improvement, Strategic Partnerships, Start-ups, Product Management, Integrated Marketing, Messaging, Go-to-market Strategy, Professional Services, Mobile Devices, Business Intelligence, Executive Management, Analytics
Education
County College of Morris
Computer Science/Mechanical Engineering
Social Edge Consulting, LLC June 2014 - Present
Actiance, Inc. February 2013 - May 2014
Enterprise Strategies August 2012 - December 2012
Yammer, Inc. February 2011 - June 2012
Alcatel-Lucent March 2009 - February 2011
Alcatel-Lucent February 2006 - March 2009
Entology July 2005 - February 2006
Tiffany & Co August 2000 - August 2005
Prudential Financial Inc June 1998 - May 2000
Merrill Lynch May 1996 - June 1998
Skills
Social Business, Leadership, Enterprise 2.0, Enterprise Social..., SharePoint, Strategy, IT Strategy, Social Media, Social Networking, Change Management, Program Management, IT Management, Collaboration Tools, Jive, Yammer, Identity Management, Vendor Management, Team Leadership, Active Directory, Enterprise Software, Executive Coaching, Community Building, Collaboration Solutions, Management, Business Process..., CRM, Cross-functional Team..., Web 2.0, SaaS, Integration, Enterprise Architecture, Thought Leadership, Entrepreneurship, Cloud Computing, Business Process, Consulting, Process Improvement, Strategic Partnerships, Start-ups, Product Management, Integrated Marketing, Messaging, Go-to-market Strategy, Professional Services, Mobile Devices, Business Intelligence, Executive Management, Analytics
Education
County College of Morris
Computer Science/Mechanical Engineering
Katherine Shatto Katherine Shatto's Merrill Lynch Experience June 2009 - August 2009
Job Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
TIAA-CREF February 2012 - September 2012
SG Capital Management February 2011 - June 2011
The Options Clearing Corporation May 2010 - February 2011
Dreams for Kids October 2009 - February 2010
United Way of Metropolitan Chicago October 2009 - January 2010
Merrill Lynch June 2009 - August 2009
Skills
Salesforce.com, Microsoft Office, Project Management, Data Management, CRM software, Customer Service, Telephone Skills, Oracle Reports, Business Development, Market Research, Tableau, Agile Project Management, Research, Volunteer Management, CRM
Education
DePaul University 2009 — 2013
Bachelor of Science in Management, Business Management
Grinnell College 2008 — 2012
Economics
Budapesti Corvinus Egyetem 2011 — 2011
Business Management
Latin School of Chicago 2004 — 2008
TIAA-CREF September 2012 - Present
TIAA-CREF February 2012 - September 2012
SG Capital Management February 2011 - June 2011
The Options Clearing Corporation May 2010 - February 2011
Dreams for Kids October 2009 - February 2010
United Way of Metropolitan Chicago October 2009 - January 2010
Merrill Lynch June 2009 - August 2009
Skills
Salesforce.com, Microsoft Office, Project Management, Data Management, CRM software, Customer Service, Telephone Skills, Oracle Reports, Business Development, Market Research, Tableau, Agile Project Management, Research, Volunteer Management, CRM
Education
DePaul University 2009 — 2013
Bachelor of Science in Management, Business Management
Grinnell College 2008 — 2012
Economics
Budapesti Corvinus Egyetem 2011 — 2011
Business Management
Latin School of Chicago 2004 — 2008
Anthony Daulerio Anthony Daulerio's Merrill Lynch Experience April 1991 - March 1992
Job CFO at Mizuho Capital Markets Corporation
Industry Financial Services
Experience
Mizuho Capital Markets Corporation July 2009 - Present
Merrill Lynch Retirement Group June 2004 - June 2008
Merrill Lynch Europe, Middle East February 2003 - May 2004
Merrill Lynch Institutional Services Group November 2002 - February 2003
Merrill Lynch Japan Securities July 1998 - November 2002
Merrill Lynch Pierce, Fenner & Smith April 1995 - June 1998
Merrill Lynch International April 1992 - March 1995
Merrill Lynch April 1991 - March 1992
Merrill Lynch April 1989 - March 1991
McGraw-Hill May 1987 - April 1989
Skills
Divestitures, Restructuring, Turn Around Management, PeopleSoft, Business Case, Integration, Internal Controls, FASB, Acquisition Integration, SEC filings, M&A experience, Mergers, Financial Modeling, Valuation, Capital Structure, Sarbanes-Oxley Act, Accounting, Forecasting, Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Management Consulting, Internal Audit, Equities, Auditing, Investment Banking, Derivatives, Portfolio Management, Financial Services, Strategy, Executive Management, Investments, Securities
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Graduated "with Distinction"
Michigan State University - The Eli Broad College of Business 1979 — 1984
BA, Accounting, (HRI) Management
Mizuho Capital Markets Corporation July 2009 - Present
Merrill Lynch Retirement Group June 2004 - June 2008
Merrill Lynch Europe, Middle East February 2003 - May 2004
Merrill Lynch Institutional Services Group November 2002 - February 2003
Merrill Lynch Japan Securities July 1998 - November 2002
Merrill Lynch Pierce, Fenner & Smith April 1995 - June 1998
Merrill Lynch International April 1992 - March 1995
Merrill Lynch April 1991 - March 1992
Merrill Lynch April 1989 - March 1991
McGraw-Hill May 1987 - April 1989
Skills
Divestitures, Restructuring, Turn Around Management, PeopleSoft, Business Case, Integration, Internal Controls, FASB, Acquisition Integration, SEC filings, M&A experience, Mergers, Financial Modeling, Valuation, Capital Structure, Sarbanes-Oxley Act, Accounting, Forecasting, Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Management Consulting, Internal Audit, Equities, Auditing, Investment Banking, Derivatives, Portfolio Management, Financial Services, Strategy, Executive Management, Investments, Securities
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Graduated "with Distinction"
Michigan State University - The Eli Broad College of Business 1979 — 1984
BA, Accounting, (HRI) Management
Yvonne Wang's Merrill Lynch Experience June 2007 - September 2008
Job Head of Business Process Management at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2010 - Present
Bank of America Merrill Lynch September 2008 - May 2010
Merrill Lynch June 2007 - September 2008
Pfizer November 2003 - June 2007
Hewlett-Packard June 1997 - June 2003
Skills
Banking, Business Analysis, Risk Management, Investment Banking, Derivatives, Fixed Income, SDLC, Stakeholder Management, PMO, Project Delivery, Project Portfolio..., Capital Markets, Equities, Project Management
Education
Cornell University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
Credit Suisse June 2010 - Present
Bank of America Merrill Lynch September 2008 - May 2010
Merrill Lynch June 2007 - September 2008
Pfizer November 2003 - June 2007
Hewlett-Packard June 1997 - June 2003
Skills
Banking, Business Analysis, Risk Management, Investment Banking, Derivatives, Fixed Income, SDLC, Stakeholder Management, PMO, Project Delivery, Project Portfolio..., Capital Markets, Equities, Project Management
Education
Cornell University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
Stephen C. Minchella's Merrill Lynch Experience May 2010 - December 2010
Job Conversion Analyst at Gagnon Securities LLC
Industry Financial Services
Experience
Gagnon Securities LLC February 2015 - July 2015
State Street January 2014 - July 2014
J.P. Morgan Chase August 2013 - November 2013
J.P. Morgan Chase February 2012 - December 2012
Merrill Lynch May 2010 - December 2010
Morgan Stanley November 2008 - May 2009
National Financial - Fidelity Investments January 2004 - September 2008
Contract Staffing Firms September 2002 - November 2003
Providian Financial June 1996 - July 2002
Skills
Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Banking, Investments, Analysis, Wealth Management, Investment Banking, Trading, Account Maintenance, Back Office, Funding, Settlement, Financial Risk, Hedge Funds, Shares, Employee Benefits, Microsoft Excel, Microsoft Office, Fixed Income -..., International Trade..., Mutual Funds -..., Mutual Fund..., Financial Advisory and..., USD Wire Payments and..., Non-ACAT Mutual Fund..., P&S Trade Confirmation, CDSC Processing for..., ACAT Processing and..., DST & Advisor Central, Hedge Fund Operations, AML / KYC Entity..., Hedge Fund Documentation
Education
Rowan University 1976 — 1978
Bachelors, Communications
County College of Morris 1974 — 1976
Associates, Liberal Arts
Gagnon Securities LLC February 2015 - July 2015
State Street January 2014 - July 2014
J.P. Morgan Chase August 2013 - November 2013
J.P. Morgan Chase February 2012 - December 2012
Merrill Lynch May 2010 - December 2010
Morgan Stanley November 2008 - May 2009
National Financial - Fidelity Investments January 2004 - September 2008
Contract Staffing Firms September 2002 - November 2003
Providian Financial June 1996 - July 2002
Skills
Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Banking, Investments, Analysis, Wealth Management, Investment Banking, Trading, Account Maintenance, Back Office, Funding, Settlement, Financial Risk, Hedge Funds, Shares, Employee Benefits, Microsoft Excel, Microsoft Office, Fixed Income -..., International Trade..., Mutual Funds -..., Mutual Fund..., Financial Advisory and..., USD Wire Payments and..., Non-ACAT Mutual Fund..., P&S Trade Confirmation, CDSC Processing for..., ACAT Processing and..., DST & Advisor Central, Hedge Fund Operations, AML / KYC Entity..., Hedge Fund Documentation
Education
Rowan University 1976 — 1978
Bachelors, Communications
County College of Morris 1974 — 1976
Associates, Liberal Arts
Paul Knibbe Paul Knibbe's Merrill Lynch Experience September 2009 - May 2010
Job Financial Advisor at Knibbe Financial
Industry Investment Management
Experience
LP Financial May 2013 - Present
Knibbe Financial September 2011 - Present
Lost Valley Ranch January 2011 - August 2011
Action Fabricators December 2007 - December 2010
Merrill Lynch September 2009 - May 2010
Skills
Investments, Investment Advisory..., Personal Financial..., Retirement Plan..., Strategic Planning, Wealth Preservation..., Estate Planning, College Savings Plans, Life Insurance, Health Insurance, Long Term Care Insurance, Microsoft Excel, Customer Service, Integrity, Microsoft Office, Public Speaking, Leadership, Portfolio Management, Financial Planning, Finance, Financial Coaching, Stock Market Analysis, Investment Advisory, Management
Education
Cornerstone University 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
Heritage Christian High
LP Financial May 2013 - Present
Knibbe Financial September 2011 - Present
Lost Valley Ranch January 2011 - August 2011
Action Fabricators December 2007 - December 2010
Merrill Lynch September 2009 - May 2010
Skills
Investments, Investment Advisory..., Personal Financial..., Retirement Plan..., Strategic Planning, Wealth Preservation..., Estate Planning, College Savings Plans, Life Insurance, Health Insurance, Long Term Care Insurance, Microsoft Excel, Customer Service, Integrity, Microsoft Office, Public Speaking, Leadership, Portfolio Management, Financial Planning, Finance, Financial Coaching, Stock Market Analysis, Investment Advisory, Management
Education
Cornerstone University 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
Heritage Christian High
Thomas Lucas's Merrill Lynch Experience December 2012 - January 2013
Job Senior Financial Analyst at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation July 2015 - Present
Moody's Corporation August 2013 - July 2015
Cornell University January 2013 - August 2013
Merrill Lynch December 2012 - January 2013
New York City Economic Development Corporation May 2012 - August 2012
NYC Office of the Mayor, Office of Management and Budget May 2012 - August 2012
Austin City Realty May 2009 - July 2011
Choice Asset Management May 2008 - May 2009
Skills
Financial Modeling, Public Finance, Valuation, Derivatives, Microsoft Excel, Matlab, Sales, Visual Basic, Economics, Data Analysis, Finance, Investments, Management, Business Analysis, Financial Analysis
Education
Cornell University 2011 — 2013
Master of Public Administration (MPA), Economic and Financial Policy, 3.94
Balearic Islands University 2004 — 2008
Bachelor of Business Administration (BBA), Public Finance
Moody's Corporation July 2015 - Present
Moody's Corporation August 2013 - July 2015
Cornell University January 2013 - August 2013
Merrill Lynch December 2012 - January 2013
New York City Economic Development Corporation May 2012 - August 2012
NYC Office of the Mayor, Office of Management and Budget May 2012 - August 2012
Austin City Realty May 2009 - July 2011
Choice Asset Management May 2008 - May 2009
Skills
Financial Modeling, Public Finance, Valuation, Derivatives, Microsoft Excel, Matlab, Sales, Visual Basic, Economics, Data Analysis, Finance, Investments, Management, Business Analysis, Financial Analysis
Education
Cornell University 2011 — 2013
Master of Public Administration (MPA), Economic and Financial Policy, 3.94
Balearic Islands University 2004 — 2008
Bachelor of Business Administration (BBA), Public Finance
Donald Hicks Donald Hicks's Merrill Lynch Experience August 2008 - July 2010
Job Sr. Manager Strategic Finance Real Estate at Walmart
Industry Retail
Experience
Walmart November 2014 - Present
Walmart August 2012 - November 2014
Cornell University August 2010 - June 2012
CSX Transportation July 2011 - August 2011
Merrill Lynch August 2008 - July 2010
Smith Barney September 2007 - August 2008
Roger J. Grant CPA January 2006 - August 2007
United States Marine Corps January 2000 - January 2006
ACD USA 2001 - 2003
LDS Church December 1996 - December 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Planning, Investments, Asset Management, Valuation, Portfolio Management, Business Strategy, Analysis, Due Diligence, Strategic Financial..., Finance, Asset Managment, Strategic Planning, Analytics, Investment Banking, Risk Management, Private Equity, Forecasting, Strategy, Financial Reporting, Managerial Finance, Leadership, SQL, Databases
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Finance
CALIFORNIA STATE UNIVERSITY 2007 — 2008
Bachelor of Science, Dual Degree: Business Administration - Finance and Computer Information Systems (CIS)
Wylie High School 1993 — 1996
High School Diploma, General Education
Walmart November 2014 - Present
Walmart August 2012 - November 2014
Cornell University August 2010 - June 2012
CSX Transportation July 2011 - August 2011
Merrill Lynch August 2008 - July 2010
Smith Barney September 2007 - August 2008
Roger J. Grant CPA January 2006 - August 2007
United States Marine Corps January 2000 - January 2006
ACD USA 2001 - 2003
LDS Church December 1996 - December 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Planning, Investments, Asset Management, Valuation, Portfolio Management, Business Strategy, Analysis, Due Diligence, Strategic Financial..., Finance, Asset Managment, Strategic Planning, Analytics, Investment Banking, Risk Management, Private Equity, Forecasting, Strategy, Financial Reporting, Managerial Finance, Leadership, SQL, Databases
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Finance
CALIFORNIA STATE UNIVERSITY 2007 — 2008
Bachelor of Science, Dual Degree: Business Administration - Finance and Computer Information Systems (CIS)
Wylie High School 1993 — 1996
High School Diploma, General Education
Susan Furbay Susan Furbay's Merrill Lynch Experience July 1996 - July 1997
Job Vice President Business Development at HVS
Industry Hospitality
Experience
HVS April 2011 - Present
Sage Hospitality Resources January 2010 - February 2011
GE Real Estate July 2004 - March 2009
Molinaro Koger October 2002 - July 2004
Eastdil Secured July 1997 - July 2002
Merrill Lynch July 1996 - July 1997
Skills
Sales, Negotiation, Business Development, Marketing, Real Estate, Strategy, Strategic Planning, Finance, Hospitality Industry, Training, Due Diligence, Resorts, Hospitality, New Business Development, Revenue Analysis, Hotels, Budgets
Education
Cornell University 1992 — 1996
BS, Real Estate and Finance
HVS April 2011 - Present
Sage Hospitality Resources January 2010 - February 2011
GE Real Estate July 2004 - March 2009
Molinaro Koger October 2002 - July 2004
Eastdil Secured July 1997 - July 2002
Merrill Lynch July 1996 - July 1997
Skills
Sales, Negotiation, Business Development, Marketing, Real Estate, Strategy, Strategic Planning, Finance, Hospitality Industry, Training, Due Diligence, Resorts, Hospitality, New Business Development, Revenue Analysis, Hotels, Budgets
Education
Cornell University 1992 — 1996
BS, Real Estate and Finance
Sarah Sherman Sarah Sherman's Merrill Lynch Experience July 2007 - April 2009
Job Credit Analyst at Penn Mutual Asset Management
Industry Investment Management
Experience
Penn Mutual Asset Management, Inc. June 2014 - Present
RBC Capital Markets July 2012 - May 2014
RBC Capital Markets June 2011 - August 2011
Dudack Research Group, A Division of Midwood Securities March 2010 - June 2010
Long Hills Capital LLC October 2009 - March 2010
Merrill Lynch July 2007 - April 2009
Skills
Bloomberg, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets and Asset Management
Gettysburg College 2003 — 2007
BA, Economics, Psychology
Penn Mutual Asset Management, Inc. June 2014 - Present
RBC Capital Markets July 2012 - May 2014
RBC Capital Markets June 2011 - August 2011
Dudack Research Group, A Division of Midwood Securities March 2010 - June 2010
Long Hills Capital LLC October 2009 - March 2010
Merrill Lynch July 2007 - April 2009
Skills
Bloomberg, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets and Asset Management
Gettysburg College 2003 — 2007
BA, Economics, Psychology
William Gibson William Gibson's Merrill Lynch Experience March 1997 - June 1998
Job Senior Managing Director & President at IVY Creek Associates
Industry Investment Management
Experience
IVY Creek Associates March 2012 - Present
Citigroup April 2011 - March 2012
IVY Creek Associates June 2006 - April 2011
Al Rajhi Capital March 2010 - December 2010
New York Life Investment Management January 2005 - June 2006
ING Investment Management 2001 - 2005
ING Group June 1998 - December 2004
ING Investment Management Europe 2001 - 2004
Merrill Lynch March 1997 - June 1998
Barclays Capital February 1993 - March 1997
Skills
Asset Management, Financial Management, Strategic Planning, Bank Operations, Securities Lending, Investments, Securities, Financial Markets, International Management, International Business, Hedge Funds, Banking, Compliance, Asset Managment, Leadership, Mac, Mac OS X, Baseball, Operations Management, Series 27, Islamic Finance, Securities Processing, Fixed Income, Wine Tasting, FINRA, Management, Risk Management, OS X, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Corporate Finance, Due Diligence, Financial Services, Investment Management, Managerial Finance
Education
Cornell University 1973 — 1976
MBA, Finance
Cornell University - Johnson Graduate School of Management 1973 — 1976
MBA, MPA, Finance & Marketing
Michigan State University 1969 — 1973
BA, Political Philosophy
IVY Creek Associates March 2012 - Present
Citigroup April 2011 - March 2012
IVY Creek Associates June 2006 - April 2011
Al Rajhi Capital March 2010 - December 2010
New York Life Investment Management January 2005 - June 2006
ING Investment Management 2001 - 2005
ING Group June 1998 - December 2004
ING Investment Management Europe 2001 - 2004
Merrill Lynch March 1997 - June 1998
Barclays Capital February 1993 - March 1997
Skills
Asset Management, Financial Management, Strategic Planning, Bank Operations, Securities Lending, Investments, Securities, Financial Markets, International Management, International Business, Hedge Funds, Banking, Compliance, Asset Managment, Leadership, Mac, Mac OS X, Baseball, Operations Management, Series 27, Islamic Finance, Securities Processing, Fixed Income, Wine Tasting, FINRA, Management, Risk Management, OS X, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Corporate Finance, Due Diligence, Financial Services, Investment Management, Managerial Finance
Education
Cornell University 1973 — 1976
MBA, Finance
Cornell University - Johnson Graduate School of Management 1973 — 1976
MBA, MPA, Finance & Marketing
Michigan State University 1969 — 1973
BA, Political Philosophy
Douglas Gallagher's Merrill Lynch Experience June 2007 - September 2008
Job Director, Financial Business Manager
Industry Financial Services
Experience
Bank of America May 2011 - Present
Entergy February 2009 - May 2011
Thomson Reuters September 2008 - February 2009
Merrill Lynch June 2007 - September 2008
Brookhaven National Laboratory 2006 - 2007
Ramp Motors March 2003 - April 2006
Skills
Financial Analysis, Financial Modeling, Analysis, Strategic Financial..., Business Analysis, Corporate Finance, Budgets, Process Improvement, Financial Risk, Management, Forecasting, Business Process..., Accounting, Finance, Sarbanes-Oxley Act, Business Intelligence, Managerial Finance, Microsoft Excel, Financial Planning, Financial Reporting, PeopleSoft, Variance Analysis, Long Distance Running, Marathon, R Programming, VBA, SQL, TM1, SAP ERP, QuickBase, Microsoft Access, Tableau, Access
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Stony Brook University 1998 — 2002
BS, Economics/Business Management
Bank of America May 2011 - Present
Entergy February 2009 - May 2011
Thomson Reuters September 2008 - February 2009
Merrill Lynch June 2007 - September 2008
Brookhaven National Laboratory 2006 - 2007
Ramp Motors March 2003 - April 2006
Skills
Financial Analysis, Financial Modeling, Analysis, Strategic Financial..., Business Analysis, Corporate Finance, Budgets, Process Improvement, Financial Risk, Management, Forecasting, Business Process..., Accounting, Finance, Sarbanes-Oxley Act, Business Intelligence, Managerial Finance, Microsoft Excel, Financial Planning, Financial Reporting, PeopleSoft, Variance Analysis, Long Distance Running, Marathon, R Programming, VBA, SQL, TM1, SAP ERP, QuickBase, Microsoft Access, Tableau, Access
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Stony Brook University 1998 — 2002
BS, Economics/Business Management
Kate Capossela, MBA Kate Capossela, MBA's Merrill Lynch Experience January 2008 - May 2008
Job Vice President, Business Development at GreatNonprofits
Industry Nonprofit Organization Management
Experience
Citizen Insights August 2015 - Present
GreatNonprofits 2015 - Present
Young Nonprofit Professionals Network 2010 - Present
MK Ellison Advisors Ltd. 2014 - 2015
Playworks 2012 - 2014
Johnson & Johnson 2008 - 2011
Center for Literacy 2009 - 2010
Cornell University August 2007 - May 2009
connecting nonprofits & student consultants 2007 - 2009
Merrill Lynch January 2008 - May 2008
Skills
French, Spanish, Italian, Fundraising, Strategic Planning, Public Speaking, Marketing Strategy, Public Relations, Budgets, Community Outreach, Marketing Communications, Strategic Communications, Event Management, Non-profits, Marketing, Program Management, Team Building, Proposal Writing, Organizational..., Social Media Marketing, Leadership, Spanish, French, Leadership Development, Microsoft Office, Project Management, Staff Development, Board Development, Management, Product Management, Community Development, Italian, Nonprofits
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Roy H. Park Leadership Fellow
Stanford University 1997 — 2002
B.A. with Honors, Political Science
ESCP Europe 1999 — 2000
Saint Mark's Episcopal
Citizen Insights August 2015 - Present
GreatNonprofits 2015 - Present
Young Nonprofit Professionals Network 2010 - Present
MK Ellison Advisors Ltd. 2014 - 2015
Playworks 2012 - 2014
Johnson & Johnson 2008 - 2011
Center for Literacy 2009 - 2010
Cornell University August 2007 - May 2009
connecting nonprofits & student consultants 2007 - 2009
Merrill Lynch January 2008 - May 2008
Skills
French, Spanish, Italian, Fundraising, Strategic Planning, Public Speaking, Marketing Strategy, Public Relations, Budgets, Community Outreach, Marketing Communications, Strategic Communications, Event Management, Non-profits, Marketing, Program Management, Team Building, Proposal Writing, Organizational..., Social Media Marketing, Leadership, Spanish, French, Leadership Development, Microsoft Office, Project Management, Staff Development, Board Development, Management, Product Management, Community Development, Italian, Nonprofits
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Roy H. Park Leadership Fellow
Stanford University 1997 — 2002
B.A. with Honors, Political Science
ESCP Europe 1999 — 2000
Saint Mark's Episcopal
Sandra Korbel Sandra Korbel's Merrill Lynch Experience January 2009 - September 2011
Job Executive Assistant at Merz North America
Industry Human Resources
Experience
Merz North America August 2015 - Present
Square 1 Bank March 2012 - Present
Merrill Lynch January 2009 - September 2011
Merrill Lynch January 1997 - January 2009
FIRST FEDERAL SAVINGS & LOAN January 1989 - January 1997
Skills
Team-oriented, Executive Management, Employee Relations, Confidentiality, Integrity, Coaching, Social Media, Customer Service, Marketing Strategy, Public Speaking, Team Management, Sales Management, Social Media Marketing, Finance, Marketing Communications, Google Adwords, Integrity, Team..., Banking, Business Development, Sales, Management, Teamwork, Leadership, Recruiting, Event Planning
Education
Cornell University 2008 — 2008
Finance & Business
Monroe Community College 1982 — 1983
Business Administration
Merz North America August 2015 - Present
Square 1 Bank March 2012 - Present
Merrill Lynch January 2009 - September 2011
Merrill Lynch January 1997 - January 2009
FIRST FEDERAL SAVINGS & LOAN January 1989 - January 1997
Skills
Team-oriented, Executive Management, Employee Relations, Confidentiality, Integrity, Coaching, Social Media, Customer Service, Marketing Strategy, Public Speaking, Team Management, Sales Management, Social Media Marketing, Finance, Marketing Communications, Google Adwords, Integrity, Team..., Banking, Business Development, Sales, Management, Teamwork, Leadership, Recruiting, Event Planning
Education
Cornell University 2008 — 2008
Finance & Business
Monroe Community College 1982 — 1983
Business Administration
Spencer Lambright's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Middle Tennessee State University August 2008 - August 2014
Middle Tennessee State University August 2006 - July 2008
Liberty Mutual Insurance January 2006 - July 2006
Cornell University August 2002 - May 2005
Yale University January 2001 - June 2001
Education
Cornell University 2001 — 2008
D.M.A.
Yale University 1999 — 2001
M.M.
University of Oregon 1994 — 1999
B.M.
Merrill Lynch September 2014 - Present
Middle Tennessee State University August 2008 - August 2014
Middle Tennessee State University August 2006 - July 2008
Liberty Mutual Insurance January 2006 - July 2006
Cornell University August 2002 - May 2005
Yale University January 2001 - June 2001
Education
Cornell University 2001 — 2008
D.M.A.
Yale University 1999 — 2001
M.M.
University of Oregon 1994 — 1999
B.M.
Sylvester Malapas's Merrill Lynch Experience November 2008 - May 2012
Job High Yield Credit Analyst at Standard & Poor's
Industry Research
Experience
Standard & Poor's August 2014 - Present
Cayuga Fund January 2013 - June 2014
Standard & Poor's June 2013 - August 2013
Merrill Lynch November 2008 - May 2012
Skills
Valuation, III, Financial Modeling, Bloomberg, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Capital Markets Asset Management, Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts, Business Economics
Standard & Poor's August 2014 - Present
Cayuga Fund January 2013 - June 2014
Standard & Poor's June 2013 - August 2013
Merrill Lynch November 2008 - May 2012
Skills
Valuation, III, Financial Modeling, Bloomberg, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Capital Markets Asset Management, Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts, Business Economics
Vanitha Milberg Vanitha Milberg's Merrill Lynch Experience May 1997 - April 1999
Job Managing Director at Resource Capital Markets
Industry Investment Management
Experience
Resource Capital Markets April 2015 - Present
GoldenTree Asset Management March 2008 - April 2015
Deutsche Bank Securities April 1999 - May 2002
Merrill Lynch May 1997 - April 1999
Skills
Hedge Funds, Fixed Income, Capital Markets, Asset Management, Alternative Investments
Education
Cornell University 1988 — 1992
BS
The Pingry High School 1984 — 1988
Resource Capital Markets April 2015 - Present
GoldenTree Asset Management March 2008 - April 2015
Deutsche Bank Securities April 1999 - May 2002
Merrill Lynch May 1997 - April 1999
Skills
Hedge Funds, Fixed Income, Capital Markets, Asset Management, Alternative Investments
Education
Cornell University 1988 — 1992
BS
The Pingry High School 1984 — 1988
Richard J. Calhoun, Jr. Richard J. Calhoun, Jr.'s Merrill Lynch Experience 1992 - 1996
Job Managing Director, Innovation | Growth at Wells Fargo Advisors Financial Network (FiNet)
Industry Financial Services
Experience
Wells Fargo Advisors (FiNet) October 2013 - Present
Wells Fargo Advisors, LLC February 2008 - October 2013
Smith Barney June 1998 - November 2007
Legg Mason 1996 - 1998
Merrill Lynch 1992 - 1996
The Rubenstein Company 1988 - 1992
Skills
Start-ups, Finance, Sales, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Real Estate Development, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory, Equities, FINRA, Fixed Income, Strategic Financial..., Consulting, Financial Planning, Investment Strategies, Management, Leadership, New Business Development, Sales Management, Series 24, Series 65, Wealth Management...
Education
Cornell University 1984 — 1988
Bachelor of Science, Industrial Labor Relations
Wells Fargo Advisors (FiNet) October 2013 - Present
Wells Fargo Advisors, LLC February 2008 - October 2013
Smith Barney June 1998 - November 2007
Legg Mason 1996 - 1998
Merrill Lynch 1992 - 1996
The Rubenstein Company 1988 - 1992
Skills
Start-ups, Finance, Sales, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Real Estate Development, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory, Equities, FINRA, Fixed Income, Strategic Financial..., Consulting, Financial Planning, Investment Strategies, Management, Leadership, New Business Development, Sales Management, Series 24, Series 65, Wealth Management...
Education
Cornell University 1984 — 1988
Bachelor of Science, Industrial Labor Relations
Eduardo Ruske Pereira Eduardo Ruske Pereira's Merrill Lynch Experience June 2006 - August 2006
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Ático Asset Management March 2012 - May 2013
Itaú BBA September 2010 - February 2012
BGC Partners June 2007 - May 2010
Merrill Lynch June 2006 - August 2006
Skills
Capital Markets, Financial Markets, Emerging Markets, Fixed Income, Derivatives, Investment Banking, Portfolio Management, Valuation, Investments, Bonds, FX Options, Trading, Bloomberg, Banking, Currency, Equities, Treasury, Asset Management, Funding, Structured Products, Equity Research, Hedge Funds, Financial Risk, Options
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Fundação Getulio Vargas / FGV 2010 — 2011
Graduate Degree, Business Administration and Management, General
Trinity College-Hartford 2003 — 2007
Bachelor of Arts (BA), International Studies
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Ático Asset Management March 2012 - May 2013
Itaú BBA September 2010 - February 2012
BGC Partners June 2007 - May 2010
Merrill Lynch June 2006 - August 2006
Skills
Capital Markets, Financial Markets, Emerging Markets, Fixed Income, Derivatives, Investment Banking, Portfolio Management, Valuation, Investments, Bonds, FX Options, Trading, Bloomberg, Banking, Currency, Equities, Treasury, Asset Management, Funding, Structured Products, Equity Research, Hedge Funds, Financial Risk, Options
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Fundação Getulio Vargas / FGV 2010 — 2011
Graduate Degree, Business Administration and Management, General
Trinity College-Hartford 2003 — 2007
Bachelor of Arts (BA), International Studies
Chad Burkhardt Chad Burkhardt's Merrill Lynch Experience July 2002 - June 2007
Job Senior Vice President at CenterSquare Investment Management
Industry Commercial Real Estate
Experience
CenterSquare Investment Management May 2013 - Present
New York Private Equity Networks Real Estate August 2007 - Present
Blackpoint Partners LLC July 2011 - May 2013
D. E. Shaw Research July 2007 - February 2011
Merrill Lynch July 2002 - June 2007
Skills
Real Estate, Investments, Due Diligence, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Asset Management
Education
Cornell University School of Hotel Administration 1998 — 2002
Bachelor of Applied Science (B.A.Sc.)
CenterSquare Investment Management May 2013 - Present
New York Private Equity Networks Real Estate August 2007 - Present
Blackpoint Partners LLC July 2011 - May 2013
D. E. Shaw Research July 2007 - February 2011
Merrill Lynch July 2002 - June 2007
Skills
Real Estate, Investments, Due Diligence, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Asset Management
Education
Cornell University School of Hotel Administration 1998 — 2002
Bachelor of Applied Science (B.A.Sc.)
Said Israilov Said Israilov's Merrill Lynch Experience June 2012 - July 2012
Job Analyst at Rabobank
Industry Financial Services
Experience
Rabobank July 2014 - Present
Cornell University January 2014 - May 2014
Rabobank June 2013 - August 2013
TrimTabs Investment Research August 2012 - May 2013
Adiligy LLC September 2012 - December 2012
Merrill Lynch June 2012 - July 2012
Pacific NorthWest Economic Region September 2010 - December 2010
Skills
Stata, Policy Analysis, Mathematica, Investment Management, SPREADSHEETS MODELING, Academic Tutoring, R, Data Analysis, Client Presentation, DCF Valuation, Bloomberg, Merrill Research, Economics, Capital IQ, Thomson One Banker, Corporate Finance, Investment Banking, Equities
Education
Cornell University 2011 — 2014
Bachelor of Science, Applied Economics
Rabobank July 2014 - Present
Cornell University January 2014 - May 2014
Rabobank June 2013 - August 2013
TrimTabs Investment Research August 2012 - May 2013
Adiligy LLC September 2012 - December 2012
Merrill Lynch June 2012 - July 2012
Pacific NorthWest Economic Region September 2010 - December 2010
Skills
Stata, Policy Analysis, Mathematica, Investment Management, SPREADSHEETS MODELING, Academic Tutoring, R, Data Analysis, Client Presentation, DCF Valuation, Bloomberg, Merrill Research, Economics, Capital IQ, Thomson One Banker, Corporate Finance, Investment Banking, Equities
Education
Cornell University 2011 — 2014
Bachelor of Science, Applied Economics
Ryan Fennelly Ryan Fennelly's Merrill Lynch Experience 2004 - 2005
Job Director at TD Bank Group
Industry Banking
Experience
TD Bank Group May 2011 - Present
RBC 2007 - 2011
Credit Suisse 1999 - 2007
Merrill Lynch 2004 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Capital Markets, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, Hedge Funds, Investments, Equities, Interest Rate..., Risk Management, Investment Banking, Electronic Trading, FX Options, Series 7, Options, Structured Finance, Portfolio Management, Securities, Financial Markets, Structured Products, Swaps, Trading Systems
Education
Cornell University 1993 — 1996
B.S., Applied Economics and Business Management
Chaminade HIGH SCHOOL
TD Bank Group May 2011 - Present
RBC 2007 - 2011
Credit Suisse 1999 - 2007
Merrill Lynch 2004 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Capital Markets, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, Hedge Funds, Investments, Equities, Interest Rate..., Risk Management, Investment Banking, Electronic Trading, FX Options, Series 7, Options, Structured Finance, Portfolio Management, Securities, Financial Markets, Structured Products, Swaps, Trading Systems
Education
Cornell University 1993 — 1996
B.S., Applied Economics and Business Management
Chaminade HIGH SCHOOL
Vincent Fontana, CFA Vincent Fontana, CFA's Merrill Lynch Experience May 2000 - August 2000
Job Client Portfolio Manager at BNY Mellon Asset Management
Industry Financial Services
Experience
BNY Mellon Asset Management January 2011 - Present
BNY Mellon Asset Management November 2007 - December 2010
SBLI USA Financial Services Company May 2005 - October 2007
SBLI USA Mutual Life Insurance Company May 2003 - April 2005
SBLI USA Mutual Life Insurance Company May 2002 - October 2003
SBLI USA Financial Services Company May 2001 - August 2001
Merrill Lynch May 2000 - August 2000
Skills
Financial Modeling, Investments, Strategy, Valuation, Business Strategy, Private Equity, Financial Analysis, Hedge Funds, Strategic Financial..., Fixed Income, Due Diligence, Business Analysis, Financial Risk, Portfolio Management, Equities, Alternative Investments, Bloomberg, Finance, Asset Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Masters of Business Administration (MBA), Financial Instruments and Markets
Cornell University 1998 — 2002
Bachelors of Science, Applied Economics and Management
BNY Mellon Asset Management January 2011 - Present
BNY Mellon Asset Management November 2007 - December 2010
SBLI USA Financial Services Company May 2005 - October 2007
SBLI USA Mutual Life Insurance Company May 2003 - April 2005
SBLI USA Mutual Life Insurance Company May 2002 - October 2003
SBLI USA Financial Services Company May 2001 - August 2001
Merrill Lynch May 2000 - August 2000
Skills
Financial Modeling, Investments, Strategy, Valuation, Business Strategy, Private Equity, Financial Analysis, Hedge Funds, Strategic Financial..., Fixed Income, Due Diligence, Business Analysis, Financial Risk, Portfolio Management, Equities, Alternative Investments, Bloomberg, Finance, Asset Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Masters of Business Administration (MBA), Financial Instruments and Markets
Cornell University 1998 — 2002
Bachelors of Science, Applied Economics and Management
Vivian Wohl Vivian Wohl's Merrill Lynch Experience August 1997 - April 1999
Job Senior Investment Analyst, Federated Kaufmann Funds
Industry Investment Management
Experience
Federated Investors (Federated Kaufmann Fund) May 1999 - Present
Merrill Lynch August 1997 - April 1999
Robertson Stephens & Co. 1987 - 1997
Crown Advisors Ltd. 1981 - 1987
Education
Columbia Graduate School of Business
MBA, Finance and Accounting
Cornell University
BA, Economics
Federated Investors (Federated Kaufmann Fund) May 1999 - Present
Merrill Lynch August 1997 - April 1999
Robertson Stephens & Co. 1987 - 1997
Crown Advisors Ltd. 1981 - 1987
Education
Columbia Graduate School of Business
MBA, Finance and Accounting
Cornell University
BA, Economics
Shahram Hafezipour Shahram Hafezipour's Merrill Lynch Experience January 2005 - June 2005
Job Director Of Software Development
Industry Information Technology and Services
Experience
Crown Technolgies Inc. June 2005 - Present
Merrill Lynch January 2005 - June 2005
The Nautilus Group 2000 - 2004
ContractorHub.com 1999 - 2000
Lante Software Consulting January 1998 - March 1999
Skills
Certified Scrum Master..., Agile Methodologies, Scrum, Software Project..., Agile Project Management, Software Development, SDLC, PMP, C#, SOA, Product Management, Web Services, Enterprise Architecture, Solution Architecture, Project Management, Cloud Computing, SaaS, Program Management, Software Engineering
Education
Cornell University - Johnson Graduate School of Management
MBA, Business Management
University of Washington 1994 — 1997
BS, Computer Science
Crown Technolgies Inc. June 2005 - Present
Merrill Lynch January 2005 - June 2005
The Nautilus Group 2000 - 2004
ContractorHub.com 1999 - 2000
Lante Software Consulting January 1998 - March 1999
Skills
Certified Scrum Master..., Agile Methodologies, Scrum, Software Project..., Agile Project Management, Software Development, SDLC, PMP, C#, SOA, Product Management, Web Services, Enterprise Architecture, Solution Architecture, Project Management, Cloud Computing, SaaS, Program Management, Software Engineering
Education
Cornell University - Johnson Graduate School of Management
MBA, Business Management
University of Washington 1994 — 1997
BS, Computer Science
Wai-Lin Terry Wai-Lin Terry's Merrill Lynch Experience February 1988 - August 1990
Job Cornell MBA, Ghostwriter Intersecting Consciousness, Spirituality and Business, Branding You As An Expert in Your Field
Industry Writing and Editing
Experience
Elance October 2008 - Present
The Raymond Aaron Group August 2013 - 2015
Dresdner Kleinwort August 1996 - July 1998
Peregrine Brokerage October 1990 - February 1993
Merrill Lynch February 1988 - August 1990
Skills
Blogging, Social Media, Editing, Social Media Marketing, Copy Editing, Copywriting, Content Development, Content Strategy, Content Management, Freelance Writing, Wordpress, Social Networking, Creative Writing, Public Speaking, Marketing Communications, Publishing, SEO, Proofreading, Press Releases, Online Marketing, SEO copywriting
Education
Cornell University - Johnson Graduate School of Management 1982 — 1984
MBA, Finance, International Business
Methodist Girls' School
National University of Singapore / NUS
BBA, Business Administration
Elance October 2008 - Present
The Raymond Aaron Group August 2013 - 2015
Dresdner Kleinwort August 1996 - July 1998
Peregrine Brokerage October 1990 - February 1993
Merrill Lynch February 1988 - August 1990
Skills
Blogging, Social Media, Editing, Social Media Marketing, Copy Editing, Copywriting, Content Development, Content Strategy, Content Management, Freelance Writing, Wordpress, Social Networking, Creative Writing, Public Speaking, Marketing Communications, Publishing, SEO, Proofreading, Press Releases, Online Marketing, SEO copywriting
Education
Cornell University - Johnson Graduate School of Management 1982 — 1984
MBA, Finance, International Business
Methodist Girls' School
National University of Singapore / NUS
BBA, Business Administration
Paul Ochoa's Merrill Lynch Experience August 2012 - Present
Job Merrill Lynch Registered Client Associate
Industry Investment Management
Experience
Merrill Lynch August 2012 - Present
Merrill Lynch April 2011 - August 2011
Cornerstone University May 2010 - May 2011
Social Security Administration May 2010 - September 2010
Cornerstone University May 2009 - May 2010
Skills
Customer Service, Leadership, Microsoft Office, Budgets, Finance, Financial Analysis, Marketing, Microsoft Excel, Microsoft Word, Portfolio Management, PowerPoint, Series 7, Social Media, Analysis
Education
Cornerstone University 2008 — 2012
Bachelor of Science, Finance
Roehampton University 2011 — 2011
Merrill Lynch August 2012 - Present
Merrill Lynch April 2011 - August 2011
Cornerstone University May 2010 - May 2011
Social Security Administration May 2010 - September 2010
Cornerstone University May 2009 - May 2010
Skills
Customer Service, Leadership, Microsoft Office, Budgets, Finance, Financial Analysis, Marketing, Microsoft Excel, Microsoft Word, Portfolio Management, PowerPoint, Series 7, Social Media, Analysis
Education
Cornerstone University 2008 — 2012
Bachelor of Science, Finance
Roehampton University 2011 — 2011
Beatrix Csallone Reigl Beatrix Csallone Reigl's Merrill Lynch Experience 2014 - Present
Job Public Relations, Communications, Marketing specialist
Industry Public Relations and Communications
Experience
Merrill Lynch 2014 - Present
Museum of Fine Arts, Houston 2012 - 2013
Uniomedia March 2011 - April 2012
Concorde Securities Ltd. August 2007 - March 2011
MKB Bank 1999 - 2007
ABN AMRO Bank 1998 - 1999
Skills
Marketing Communications, Internal Communications, Public Relations, Marketing Strategy, Corporate Communications, Online Advertising, Change Communications, Crisis Communications, Digital Marketing, Online Communications, Integrated Marketing, Digital Media, Investor Relations, Strategic Communications, Digital Strategy, Market Research, Direct Marketing, Marketing, Media Planning, CRM, Social Media
Education
Budapest Corvinus University 1993 — 1998
MSC in Business Administration, Major in Marketing, Minor in Communications, Excellent
The London School of Economics and Political Science (LSE) 1996 — 1997
Marketing, with CEMS scholarship
Toldy Ferenc High School, Budapest 1989 — 1993
Graduated with honors
Joaquín Turina, Madrid
Merrill Lynch 2014 - Present
Museum of Fine Arts, Houston 2012 - 2013
Uniomedia March 2011 - April 2012
Concorde Securities Ltd. August 2007 - March 2011
MKB Bank 1999 - 2007
ABN AMRO Bank 1998 - 1999
Skills
Marketing Communications, Internal Communications, Public Relations, Marketing Strategy, Corporate Communications, Online Advertising, Change Communications, Crisis Communications, Digital Marketing, Online Communications, Integrated Marketing, Digital Media, Investor Relations, Strategic Communications, Digital Strategy, Market Research, Direct Marketing, Marketing, Media Planning, CRM, Social Media
Education
Budapest Corvinus University 1993 — 1998
MSC in Business Administration, Major in Marketing, Minor in Communications, Excellent
The London School of Economics and Political Science (LSE) 1996 — 1997
Marketing, with CEMS scholarship
Toldy Ferenc High School, Budapest 1989 — 1993
Graduated with honors
Joaquín Turina, Madrid
Ervin Csengeri Ervin Csengeri's Merrill Lynch Experience January 2001 - January 2007
Job Liquidity and market risk specialist at The Central Bank of Hungary
Industry Financial Services
Experience
The Central Bank of Hungary August 2015 - Present
Aben Consulting May 2012 - July 2015
Evgyuruk Asset Management February 2010 - January 2012
Kepler Capital Markets -Geneva June 2009 - January 2010
Raiffeisen Bank 2007 - April 2009
Merrill Lynch January 2001 - January 2007
Intesa Sanpaolo January 1991 - January 2001
Skills
Money Market, Portfolio Management, Swaps, Investments, Interest Rate..., Derivatives, Equities, Fixed Income, Financial Markets, Trading, Banking, Bloomberg, Bonds, Market Data, Contract Negotiation, Emerging Markets, FX Options, Capital Markets, Investment Banking, Financial Risk, Risk Management, Foreign Exchange
Education
Corvinus University of Budapest 1996 — 1999
Masters, Finance
University of Miskolc 1992 — 1996
Bachelor's degree, Economics
The Central Bank of Hungary August 2015 - Present
Aben Consulting May 2012 - July 2015
Evgyuruk Asset Management February 2010 - January 2012
Kepler Capital Markets -Geneva June 2009 - January 2010
Raiffeisen Bank 2007 - April 2009
Merrill Lynch January 2001 - January 2007
Intesa Sanpaolo January 1991 - January 2001
Skills
Money Market, Portfolio Management, Swaps, Investments, Interest Rate..., Derivatives, Equities, Fixed Income, Financial Markets, Trading, Banking, Bloomberg, Bonds, Market Data, Contract Negotiation, Emerging Markets, FX Options, Capital Markets, Investment Banking, Financial Risk, Risk Management, Foreign Exchange
Education
Corvinus University of Budapest 1996 — 1999
Masters, Finance
University of Miskolc 1992 — 1996
Bachelor's degree, Economics
Winston Feng Winston Feng's Merrill Lynch Experience May 2009 - August 2009
Job Investment Professional at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management December 2012 - Present
SAC Capital January 2013 - March 2014
Goldman Sachs January 2012 - December 2012
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Academy of Business Leadership May 2008 - August 2008
Skills
Equities, Investments, Private Equity, Portfolio Management, Investment Banking, Strategy
Education
Cornell University 2008 — 2011
B.S., Industrial and Labor Relations
Point72 Asset Management December 2012 - Present
SAC Capital January 2013 - March 2014
Goldman Sachs January 2012 - December 2012
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Academy of Business Leadership May 2008 - August 2008
Skills
Equities, Investments, Private Equity, Portfolio Management, Investment Banking, Strategy
Education
Cornell University 2008 — 2011
B.S., Industrial and Labor Relations
John Morabito's Merrill Lynch Experience 2005 - Present
Job Partner: Morabito/Morrison
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Skills
Financial Analysis, Due Diligence, Portfolio Management, Financial Modeling, Investments, Mergers, Strategic Planning, Private Equity, Management, Program Management, Mergers & Acquisitions, Strategy
Education
James Madison University 1977 — 1981
BS
Cornell University - S.C. Johnson Graduate School of Management
Mercer University
Merrill Lynch 2005 - Present
Skills
Financial Analysis, Due Diligence, Portfolio Management, Financial Modeling, Investments, Mergers, Strategic Planning, Private Equity, Management, Program Management, Mergers & Acquisitions, Strategy
Education
James Madison University 1977 — 1981
BS
Cornell University - S.C. Johnson Graduate School of Management
Mercer University
Rodney Sunada-Wong's Merrill Lynch Experience April 2000 - June 2008
Job Firm Market Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Merrill Lynch April 2000 - June 2008
Deutsche Bank May 1999 - March 2000
Bankers Trust September 1993 - May 1999
Bankers Trust September 1992 - August 1993
Commodities Corporation (Goldman Sachs) November 1988 - August 1990
National Security Agency September 1985 - October 1988
Skills
Market Risk, ALM, CVA, MBS, ABS, Residential Mortgages, Deposit modeling, Dodd-Frank, Derivatives, Fixed Income, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA
Harvard University 1981 — 1985
A.B.
Bronx High School of Science
Morgan Stanley July 2008 - Present
Merrill Lynch April 2000 - June 2008
Deutsche Bank May 1999 - March 2000
Bankers Trust September 1993 - May 1999
Bankers Trust September 1992 - August 1993
Commodities Corporation (Goldman Sachs) November 1988 - August 1990
National Security Agency September 1985 - October 1988
Skills
Market Risk, ALM, CVA, MBS, ABS, Residential Mortgages, Deposit modeling, Dodd-Frank, Derivatives, Fixed Income, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA
Harvard University 1981 — 1985
A.B.
Bronx High School of Science
Sara Purdy's Merrill Lynch Experience August 2006 - April 2007
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2010 - Present
Citi April 2007 - February 2011
Merrill Lynch August 2006 - April 2007
Accenture August 2000 - August 2004
Education
Yale University - Yale School of Management 2004 — 2006
Cornell University 1996 — 2000
B.S., Mechanical & Aerospace Engineering
Bank of America Merrill Lynch 2010 - Present
Citi April 2007 - February 2011
Merrill Lynch August 2006 - April 2007
Accenture August 2000 - August 2004
Education
Yale University - Yale School of Management 2004 — 2006
Cornell University 1996 — 2000
B.S., Mechanical & Aerospace Engineering
Jeff Consolino's Merrill Lynch Experience 1998 - 2006
Job CFO at American Financial Group, Inc.
Industry Insurance
Experience
American Financial Group, Inc. December 2012 - Present
National Interstate Corporation 2006 - Present
AmWINS Group 2006 - Present
Validus Holdings, Ltd. October 2012 - May 2015
Validus Holdings, Ltd. March 2006 - February 2013
Merrill Lynch 1998 - 2006
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
Duke University 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
American Financial Group, Inc. December 2012 - Present
National Interstate Corporation 2006 - Present
AmWINS Group 2006 - Present
Validus Holdings, Ltd. October 2012 - May 2015
Validus Holdings, Ltd. March 2006 - February 2013
Merrill Lynch 1998 - 2006
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
Duke University 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
Kevin Garrido's Merrill Lynch Experience April 2001 - June 2002
Job Assistant Treasurer and Director, Corporate Finance at Exelon
Industry Oil & Energy
Experience
Exelon January 2015 - Present
ComEd May 2012 - December 2014
Exelon July 2006 - May 2012
Exelon Nuclear July 2004 - July 2006
USEC May 2003 - August 2003
Merrill Lynch April 2001 - June 2002
General Electric Supply Co. February 1999 - March 2001
Skills
Financial Modeling, Business Strategy, Strategic Financial..., Finance, Mergers, Project Planning, Budgets, Risk Management, Investments, Mergers
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
University of Florida
B.A., Economics & Business
Exelon January 2015 - Present
ComEd May 2012 - December 2014
Exelon July 2006 - May 2012
Exelon Nuclear July 2004 - July 2006
USEC May 2003 - August 2003
Merrill Lynch April 2001 - June 2002
General Electric Supply Co. February 1999 - March 2001
Skills
Financial Modeling, Business Strategy, Strategic Financial..., Finance, Mergers, Project Planning, Budgets, Risk Management, Investments, Mergers
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
University of Florida
B.A., Economics & Business
Vins Shetty's Merrill Lynch Experience 2001 - 2005
Job Director
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch February 2008 - Present
Morgan Stanley October 2005 - February 2008
Merrill Lynch 2001 - 2005
Data Inc 2000 - 2001
Skills
Fixed Income, Capital Markets, Prime Brokerage, Trading Systems, Investment Banking, Derivatives, Electronic Trading, Portfolio Management, Hedge Funds, Wealth Management, Series 7, Alternative Investments, Credit Derivatives, Equity Derivatives, Market Data, Risk Management, Options, Business Analysis, SDLC
Education
University of Mumbai 1989 — 1993
Bachelor Of Engineering, Electronics
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Bank of America Merrill Lynch February 2008 - Present
Morgan Stanley October 2005 - February 2008
Merrill Lynch 2001 - 2005
Data Inc 2000 - 2001
Skills
Fixed Income, Capital Markets, Prime Brokerage, Trading Systems, Investment Banking, Derivatives, Electronic Trading, Portfolio Management, Hedge Funds, Wealth Management, Series 7, Alternative Investments, Credit Derivatives, Equity Derivatives, Market Data, Risk Management, Options, Business Analysis, SDLC
Education
University of Mumbai 1989 — 1993
Bachelor Of Engineering, Electronics
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Sejal Penkar's Merrill Lynch Experience July 2007 - January 2008
Job VP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
Duke University July 2010 - May 2012
Wells Fargo Securities June 2011 - August 2011
Markit February 2008 - May 2010
Merrill Lynch July 2007 - January 2008
Teach for America 2005 - 2007
Skills
Entrepreneurship, Financial Modeling, Analysis, Fixed Income
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance
Pace University 2005 — 2007
MST, Middle School Science
Cornell University 2001 — 2005
BA, Biology and Society
Wells Fargo Securities July 2012 - Present
Duke University July 2010 - May 2012
Wells Fargo Securities June 2011 - August 2011
Markit February 2008 - May 2010
Merrill Lynch July 2007 - January 2008
Teach for America 2005 - 2007
Skills
Entrepreneurship, Financial Modeling, Analysis, Fixed Income
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance
Pace University 2005 — 2007
MST, Middle School Science
Cornell University 2001 — 2005
BA, Biology and Society
William Heishman's Merrill Lynch Experience 1996 - 2000
Job Professor at NYU Schack Institute of Real Estate
Industry Real Estate
Experience
NYU Schack Institute of Real Estate September 2013 - Present
United Realty Advisors LP January 2013 - December 2013
Infinity Mortgage Co., Ltd. January 2004 - November 2013
SSJ Servicer Co., Ltd. 2002 - 2004
Lone Star Opportunity Fund 2000 - 2002
Merrill Lynch 1996 - 2000
Chemical Bank 1992 - 1996
Obayashi Corporation 1990 - 1992
Skills
Debt, Asset Management, Real Estate, Financial Analysis, Investment Properties, Fluent in spoken and..., Servicing, Acquisitions, Asset Managment, Capital Markets, Commercial Real Estate, Equities, Finance, Investment Banking, Investments, Loan Servicing, Loans, Mergers, Private Equity, Property Management, Start-ups, Structured Finance
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
MBA and MA, Finance and Asian Studies
University of Hawaii at Manoa 1979 — 1980
BA, Political Science
NYU Schack Institute of Real Estate September 2013 - Present
United Realty Advisors LP January 2013 - December 2013
Infinity Mortgage Co., Ltd. January 2004 - November 2013
SSJ Servicer Co., Ltd. 2002 - 2004
Lone Star Opportunity Fund 2000 - 2002
Merrill Lynch 1996 - 2000
Chemical Bank 1992 - 1996
Obayashi Corporation 1990 - 1992
Skills
Debt, Asset Management, Real Estate, Financial Analysis, Investment Properties, Fluent in spoken and..., Servicing, Acquisitions, Asset Managment, Capital Markets, Commercial Real Estate, Equities, Finance, Investment Banking, Investments, Loan Servicing, Loans, Mergers, Private Equity, Property Management, Start-ups, Structured Finance
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
MBA and MA, Finance and Asian Studies
University of Hawaii at Manoa 1979 — 1980
BA, Political Science
Jon Soifer's Merrill Lynch Experience 1999 - 2000
Job Corporate Committees & Governance
Industry Nonprofit Organization Management
Experience
IEEE June 2005 - Present
The Chubb Institute 2000 - 2004
Merrill Lynch 1999 - 2000
Everest Reinsurance 1996 - 1999
The Light House 1995 - 1996
Skills
Project Management, Linux, Research, Team Leadership, IEEE
Education
William Paterson University of New Jersey
BA, Communications
County College of Morris 1988 — 1990
A.A.S., Broadcasting
IEEE June 2005 - Present
The Chubb Institute 2000 - 2004
Merrill Lynch 1999 - 2000
Everest Reinsurance 1996 - 1999
The Light House 1995 - 1996
Skills
Project Management, Linux, Research, Team Leadership, IEEE
Education
William Paterson University of New Jersey
BA, Communications
County College of Morris 1988 — 1990
A.A.S., Broadcasting
Raphael Poplock's Merrill Lynch Experience January 2000 - May 2000
Job VP of Games and Partnerships at ESPN
Industry Sports
Experience
ESPN January 2007 - Present
ESPN December 2003 - January 2006
Broadview International July 2001 - December 2003
Merrill Lynch January 2000 - May 2000
Excite.com June 1999 - August 1999
Education
Cornell University
ESPN January 2007 - Present
ESPN December 2003 - January 2006
Broadview International July 2001 - December 2003
Merrill Lynch January 2000 - May 2000
Excite.com June 1999 - August 1999
Education
Cornell University
Steve D'Agostino's Merrill Lynch Experience 2003 - 2006
Job Managing Director at JVB Financial Group
Industry Investment Management
Experience
JVB Financial Group, LLC March 2006 - Present
Merrill Lynch 2003 - 2006
Credit Suisse First Boston 1999 - 2003
Chase Securities Inc. 1997 - 1999
Credit Suisse First Boston 1993 - 1997
Skills
CDO, Securitization, ABS, Financial Structuring, Structured Products, CMBS, CLO, Trading, Investment Banking, Hedge Funds, Fixed Income, Credit, Structured Finance, Derivatives, Securities, Capital Markets
Education
Cornell University 1989 — 1993
BS, Electrical Engineering
JVB Financial Group, LLC March 2006 - Present
Merrill Lynch 2003 - 2006
Credit Suisse First Boston 1999 - 2003
Chase Securities Inc. 1997 - 1999
Credit Suisse First Boston 1993 - 1997
Skills
CDO, Securitization, ABS, Financial Structuring, Structured Products, CMBS, CLO, Trading, Investment Banking, Hedge Funds, Fixed Income, Credit, Structured Finance, Derivatives, Securities, Capital Markets
Education
Cornell University 1989 — 1993
BS, Electrical Engineering
Sara X. Huang 黄向荣's Merrill Lynch Experience July 2008 - July 2010
Job Investment Manager at AXA Private Equity
Industry Financial Services
Experience
Ardian (f.k.a AXA Private Equity) August 2010 - Present
Merrill Lynch July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Goldman Sachs June 2006 - August 2006
Skills
Financial Modeling, Research, Data Analysis, Excel, Microsoft Excel, Financial Analysis, Corporate Finance, Valuation, Private Equity, Management Consulting, Investments, Venture Capital, Emerging Markets, Mergers & Acquisitions
Education
Cornell University 2004 — 2008
B.S., Electrical & Computer Engineering
San Marino High School 2001 — 2004
Ardian (f.k.a AXA Private Equity) August 2010 - Present
Merrill Lynch July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Goldman Sachs June 2006 - August 2006
Skills
Financial Modeling, Research, Data Analysis, Excel, Microsoft Excel, Financial Analysis, Corporate Finance, Valuation, Private Equity, Management Consulting, Investments, Venture Capital, Emerging Markets, Mergers & Acquisitions
Education
Cornell University 2004 — 2008
B.S., Electrical & Computer Engineering
San Marino High School 2001 — 2004
Neil Archibald's Merrill Lynch Experience April 2001 - October 2003
Job General Counsel, Chief Compliance Officer, Secretary
Industry Financial Services
Experience
MEMBERS Trust Company, FSB October 2003 - Present
Florida Bar Association June 2008 - June 2014
Merrill Lynch April 2001 - October 2003
Margulies and Associates May 2000 - April 2001
Navigant Consulting September 1998 - May 2000
Teach for America August 1995 - August 1997
Skills
Corporate Law, Investments, Securities Regulation, Financial Services, mergers and acquisitions, Trusts, Risk Management, Due Diligence, Management, Finance, Banking, Corporate Governance, Legal Research, Mergers, Portfolio Management, Securities
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
Executive Management
University of Maryland Francis King Carey School of Law 1997 — 2000
Juris Doctor, Law
University of Virginia 1991 — 1995
Bachelor of Arts, English
MEMBERS Trust Company, FSB October 2003 - Present
Florida Bar Association June 2008 - June 2014
Merrill Lynch April 2001 - October 2003
Margulies and Associates May 2000 - April 2001
Navigant Consulting September 1998 - May 2000
Teach for America August 1995 - August 1997
Skills
Corporate Law, Investments, Securities Regulation, Financial Services, mergers and acquisitions, Trusts, Risk Management, Due Diligence, Management, Finance, Banking, Corporate Governance, Legal Research, Mergers, Portfolio Management, Securities
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
Executive Management
University of Maryland Francis King Carey School of Law 1997 — 2000
Juris Doctor, Law
University of Virginia 1991 — 1995
Bachelor of Arts, English
Tanya Macaluso's Merrill Lynch Experience 2006 - February 2009
Job Leadership, Learning & Talent for Functions, Operations and Technology at Barclays
Industry Financial Services
Experience
Barclays March 2014 - Present
Barclays Capital April 2011 - March 2014
Bank of America March 2009 - April 2011
Merrill Lynch 2006 - February 2009
Credit Suisse 2004 - 2006
Skills
Leadership Development, Executive Coaching, Project Management, Succession Planning, Management Consulting, Performance Management, Employee Training, Workforce Planning, Change Management, Talent Management, Organizational..., Management, Organizational..., Recruiting, Organizational Design, Onboarding, Human Resources, Employee Engagement, Culture Change, Training, Career Development
Education
New York University 2002 — 2004
MA, Industrial Organizational Psychology
Cornell University 1998 — 2002
BS, Human Development
Barclays March 2014 - Present
Barclays Capital April 2011 - March 2014
Bank of America March 2009 - April 2011
Merrill Lynch 2006 - February 2009
Credit Suisse 2004 - 2006
Skills
Leadership Development, Executive Coaching, Project Management, Succession Planning, Management Consulting, Performance Management, Employee Training, Workforce Planning, Change Management, Talent Management, Organizational..., Management, Organizational..., Recruiting, Organizational Design, Onboarding, Human Resources, Employee Engagement, Culture Change, Training, Career Development
Education
New York University 2002 — 2004
MA, Industrial Organizational Psychology
Cornell University 1998 — 2002
BS, Human Development
Brendan Tierney's Merrill Lynch Experience February 1997 - July 1998
Job Managing Director Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott June 2008 - Present
Citi March 2006 - May 2008
Rabobank Nederland May 2000 - February 2006
SG Cowen June 1999 - August 1999
Merrill Lynch February 1997 - July 1998
State Street Research September 1993 - February 1997
Skills
Management, Valuation, Investments, Mergers, Banking, Financial Analysis, Energy, Strategy, Investment Banking, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Due Diligence, Private Placements, Corporate Finance, Venture Capital, LBO, Corporate Development, Alternative Investments, Hedge Funds, Fixed Income, Finance, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Tufts University 1989 — 1993
BA, Economics
Tabor Academy 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
Janney Montgomery Scott June 2008 - Present
Citi March 2006 - May 2008
Rabobank Nederland May 2000 - February 2006
SG Cowen June 1999 - August 1999
Merrill Lynch February 1997 - July 1998
State Street Research September 1993 - February 1997
Skills
Management, Valuation, Investments, Mergers, Banking, Financial Analysis, Energy, Strategy, Investment Banking, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Due Diligence, Private Placements, Corporate Finance, Venture Capital, LBO, Corporate Development, Alternative Investments, Hedge Funds, Fixed Income, Finance, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Tufts University 1989 — 1993
BA, Economics
Tabor Academy 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
Steve Braylovsky's Merrill Lynch Experience May 2014 - Present
Job Vice President at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch May 2014 - Present
Credit Suisse April 2012 - April 2014
Deutsche Bank 2009 - May 2012
Allianz Global Investors 2004 - 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Finance
Cornell University 2000 — 2004
BS, Operations Research and Industrial Engineering
Merrill Lynch May 2014 - Present
Credit Suisse April 2012 - April 2014
Deutsche Bank 2009 - May 2012
Allianz Global Investors 2004 - 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Finance
Cornell University 2000 — 2004
BS, Operations Research and Industrial Engineering
Ann Prizzi's Merrill Lynch Experience November 1985 - January 2001
Job 1st Vice President at Capitol Securities
Industry Financial Services
Experience
Capitol Securities June 2007 - Present
Capitol Securities Management 2007 - Present
UBS January 2001 - June 2007
Merrill Lynch November 1985 - January 2001
Skills
Series 63, Wealth Management, Series 7, Retirement Planning, Asset Allocation
Education
County College of Morris 1981 — 1983
Associate of Applied Science, Business
Hanover Park High School 1977 — 1981
High School Diploma
Capitol Securities June 2007 - Present
Capitol Securities Management 2007 - Present
UBS January 2001 - June 2007
Merrill Lynch November 1985 - January 2001
Skills
Series 63, Wealth Management, Series 7, Retirement Planning, Asset Allocation
Education
County College of Morris 1981 — 1983
Associate of Applied Science, Business
Hanover Park High School 1977 — 1981
High School Diploma
Stephanie Leichter's Merrill Lynch Experience 1998 - 2000
Job Career Consultant
Industry Financial Services
Experience
SL Career Consultants 2007 - Present
Pfizer 2007 - 2009
Lehman Brothers 2000 - 2007
Merrill Lynch 1998 - 2000
Education
Cornell University
Bachelor of Science (BS), Finance and Real Estate
SL Career Consultants 2007 - Present
Pfizer 2007 - 2009
Lehman Brothers 2000 - 2007
Merrill Lynch 1998 - 2000
Education
Cornell University
Bachelor of Science (BS), Finance and Real Estate
Benton Christian's Merrill Lynch Experience 2004 - 2005
Job Global Wealth Management Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2011 - Present
JPMorgan Chase October 2005 - October 2011
Merrill Lynch 2004 - 2005
Independent October 2001 - August 2004
Skills
Portfolio Management, Financial Modeling, Equities, Capital Markets, Fixed Income, Wealth Management, Business Development, Investments, Strategy, Banking, Leadership, Finance, Loans, Asset Management, CRM, Financial Services, Entrepreneurship, Strategic Planning, Management
Education
Cornell University - Johnson Graduate School of Management
MBA, General Management
New York University
MS, Management & Information Systems
Shanghai University
Business in China
Morgan Stanley October 2011 - Present
JPMorgan Chase October 2005 - October 2011
Merrill Lynch 2004 - 2005
Independent October 2001 - August 2004
Skills
Portfolio Management, Financial Modeling, Equities, Capital Markets, Fixed Income, Wealth Management, Business Development, Investments, Strategy, Banking, Leadership, Finance, Loans, Asset Management, CRM, Financial Services, Entrepreneurship, Strategic Planning, Management
Education
Cornell University - Johnson Graduate School of Management
MBA, General Management
New York University
MS, Management & Information Systems
Shanghai University
Business in China
Matt Orton's Merrill Lynch Experience June 2006 - August 2006
Job Global Equity & Commodity Derivatives, BNP Paribas
Industry Banking
Experience
BNP Paribas July 2011 - Present
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Equity Derivatives, Equities, Derivatives, Hedge Funds, Portfolio Management, Trading, Emerging Markets, Capital Markets, Bloomberg, Asset Management, Commodity, Mutual Funds, Finance, Economics, Prime Brokerage, Structured Products, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Capital Markets and Asset Management
Vanderbilt University 2005 — 2009
BA, Economics and Political Science
BNP Paribas July 2011 - Present
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Equity Derivatives, Equities, Derivatives, Hedge Funds, Portfolio Management, Trading, Emerging Markets, Capital Markets, Bloomberg, Asset Management, Commodity, Mutual Funds, Finance, Economics, Prime Brokerage, Structured Products, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Capital Markets and Asset Management
Vanderbilt University 2005 — 2009
BA, Economics and Political Science
Rudro De's Merrill Lynch Experience June 1999 - September 2002
Job Operations and Accounting Manager of Risk, P&L, and Financial Analysis in securities and trading.
Industry Investment Banking
Experience
Nomura April 2014 - Present
Credit Suisse July 2008 - February 2014
UBS September 2002 - May 2008
Merrill Lynch June 1999 - September 2002
Sigma Capital September 1998 - June 1999
ATC Associates May 1995 - September 1998
Skills
Fixed Income, MBS, Structured Products, Derivatives, ABS, Bloomberg, Finance, Credit Derivatives, Interest Rate..., Product Control, Risk Management, Banking, Accounts Receivable, Financial Accounting, Accounting, Account Reconciliation, General Ledger, Treasury, Cash Management, Internal Audit, External Audit, Financial Statements, Forecasting, Accounts Payable, Financial Reporting, Year-end Statements, Journal Entries, QuickBooks
Education
Cornell University
BS, Engineering
Nomura April 2014 - Present
Credit Suisse July 2008 - February 2014
UBS September 2002 - May 2008
Merrill Lynch June 1999 - September 2002
Sigma Capital September 1998 - June 1999
ATC Associates May 1995 - September 1998
Skills
Fixed Income, MBS, Structured Products, Derivatives, ABS, Bloomberg, Finance, Credit Derivatives, Interest Rate..., Product Control, Risk Management, Banking, Accounts Receivable, Financial Accounting, Accounting, Account Reconciliation, General Ledger, Treasury, Cash Management, Internal Audit, External Audit, Financial Statements, Forecasting, Accounts Payable, Financial Reporting, Year-end Statements, Journal Entries, QuickBooks
Education
Cornell University
BS, Engineering
Steve DiVittorio's Merrill Lynch Experience June 1994 - July 2002
Job Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management DirectorWachoviaJuly 2002 - September 2006
Merrill Lynch June 1994 - July 2002
Education
Cornell University 1990 — 1994
Bachelor Of Arts, Economics
Babson Capital Management DirectorWachoviaJuly 2002 - September 2006
Merrill Lynch June 1994 - July 2002
Education
Cornell University 1990 — 1994
Bachelor Of Arts, Economics
Stephanie Mooney's Merrill Lynch Experience June 2007 - July 2008
Job Senior Vice President, Human Resources Executive at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch April 2010 - Present
Merck March 2009 - April 2010
Merrill Lynch June 2007 - July 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch 1999 - 2003
Merrill Lynch 1997 - 1999
Hewlett-Packard 1983 - 1985
Skills
Strategy, Deferred Compensation, Team Leadership, Succession Planning, Project Management, Policy, Human Resources, Recruiting, Management, Performance Management, Start-ups, Integration, Personnel Management, Employee Engagement, Leadership, Organizational..., Leadership Development, Training, HR Policies, Program Management, Employee Relations, Talent Management
Education
Eckerd College 2000 — 2000
Business
Harvard Business School
Strategic HR Management Program
University of Pennsylvania - The Wharton School
HR Management
Cornell University
Human Resource Management
University of Phoenix
Associate of Arts (AA), Business Administration and Management, General
Bank of America Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch April 2010 - Present
Merck March 2009 - April 2010
Merrill Lynch June 2007 - July 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch 1999 - 2003
Merrill Lynch 1997 - 1999
Hewlett-Packard 1983 - 1985
Skills
Strategy, Deferred Compensation, Team Leadership, Succession Planning, Project Management, Policy, Human Resources, Recruiting, Management, Performance Management, Start-ups, Integration, Personnel Management, Employee Engagement, Leadership, Organizational..., Leadership Development, Training, HR Policies, Program Management, Employee Relations, Talent Management
Education
Eckerd College 2000 — 2000
Business
Harvard Business School
Strategic HR Management Program
University of Pennsylvania - The Wharton School
HR Management
Cornell University
Human Resource Management
University of Phoenix
Associate of Arts (AA), Business Administration and Management, General
Nupur Pande's Merrill Lynch Experience September 2006 - December 2008
Job Director, Commercial Operations and Strategy at Yingli Green Energy Holding Co.,LTD
Industry Renewables & Environment
Experience
Yingli Green Energy Americas, Inc. February 2013 - Present
Yingli Green Energy Americas, Inc. July 2011 - January 2013
Yingli Green Energy Americas June 2010 - August 2010
Tata Consultancy Services 2006 - 2009
Merrill Lynch September 2006 - December 2008
Tata Consultancy Services December 2005 - August 2006
Skills
Analytical Skills, Microsoft Office, Strategic Thinking, Problem Solving, Business Process..., Business Process..., Strategic Planning, Business Analytics, Thought Leadership, Program Management, Cross-functional Team..., Business Modeling, Six Sigma, Product Management, Renewable Energy, Energy, Business Strategy, Business Development, Project Management, Management
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Sustainable Global Enterprise Immersion
Osmania University 2000 — 2004
Bachelor of Engineering, Mechanical Engineering
Yingli Green Energy Americas, Inc. February 2013 - Present
Yingli Green Energy Americas, Inc. July 2011 - January 2013
Yingli Green Energy Americas June 2010 - August 2010
Tata Consultancy Services 2006 - 2009
Merrill Lynch September 2006 - December 2008
Tata Consultancy Services December 2005 - August 2006
Skills
Analytical Skills, Microsoft Office, Strategic Thinking, Problem Solving, Business Process..., Business Process..., Strategic Planning, Business Analytics, Thought Leadership, Program Management, Cross-functional Team..., Business Modeling, Six Sigma, Product Management, Renewable Energy, Energy, Business Strategy, Business Development, Project Management, Management
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Sustainable Global Enterprise Immersion
Osmania University 2000 — 2004
Bachelor of Engineering, Mechanical Engineering
Rod Elder's Merrill Lynch Experience DirectorBank of America - Global Wealth & Investment Management2009 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch DirectorBank of America - Global Wealth & Investment Management2009 - Present
Education
Cornell University
Merrill Lynch DirectorBank of America - Global Wealth & Investment Management2009 - Present
Education
Cornell University
Simone Anderson's Merrill Lynch Experience 2006 - 2008
Job Human Resources
Industry Human Resources
Experience
Tyco Flow Control October 2010 - Present
Verizon Wireless February 2009 - October 2010
Merrill Lynch 2006 - 2008
American Express September 1997 - January 2004
Skills
Applicant Tracking..., Recruiting, Training, Succession Planning, Human Resources, Change Management, Marketing, Employee Engagement, Talent Management, Employee Relations, Talent Acquisition, Onboarding, Project Management, Temporary Placement, HRIS, Program Management
Education
Fairleigh Dickinson University
Cornell University
Organizational Studies
Tyco Flow Control October 2010 - Present
Verizon Wireless February 2009 - October 2010
Merrill Lynch 2006 - 2008
American Express September 1997 - January 2004
Skills
Applicant Tracking..., Recruiting, Training, Succession Planning, Human Resources, Change Management, Marketing, Employee Engagement, Talent Management, Employee Relations, Talent Acquisition, Onboarding, Project Management, Temporary Placement, HRIS, Program Management
Education
Fairleigh Dickinson University
Cornell University
Organizational Studies
Timothy Colligan's Merrill Lynch Experience July 1997 - December 1998
Job National Sales Manager at Good Karma Broadcasting
Industry Broadcast Media
Experience
Good Karma Broadcasting January 1999 - Present
Merrill Lynch July 1997 - December 1998
Education
Cornell University 1993 — 1997
BS, Applied Economics and Business Management
Good Karma Broadcasting January 1999 - Present
Merrill Lynch July 1997 - December 1998
Education
Cornell University 1993 — 1997
BS, Applied Economics and Business Management
Randall Price, Jr's Merrill Lynch Experience May 2008 - September 2009
Job
Industry Law Practice
Experience
Prybus Athlete & Entertainment Advisors, LLC September 2009 - Present
Global Music Cultural Center October 2012 - April 2015
McDonald Partners September 2009 - October 2012
Merrill Lynch May 2008 - September 2009
Skills
Contract Negotiation, Brand Development, Marketing Strategy, Operations Management, Non-profit Leadership, Strategic Planning, Legal Compliance, Equities, Wealth Management, Investments, Fixed Income, Asset Management, Portfolio Management, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Retirement Planning, Non-profit..., Budgeting, Leadership Development, Legal Documents
Education
Cornell University
BS
Howard University School of Law
JD
Prybus Athlete & Entertainment Advisors, LLC September 2009 - Present
Global Music Cultural Center October 2012 - April 2015
McDonald Partners September 2009 - October 2012
Merrill Lynch May 2008 - September 2009
Skills
Contract Negotiation, Brand Development, Marketing Strategy, Operations Management, Non-profit Leadership, Strategic Planning, Legal Compliance, Equities, Wealth Management, Investments, Fixed Income, Asset Management, Portfolio Management, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Retirement Planning, Non-profit..., Budgeting, Leadership Development, Legal Documents
Education
Cornell University
BS
Howard University School of Law
JD
Angela Best's Merrill Lynch Experience September 1999 - September 2000
Job Director at MetLife
Industry Financial Services
Experience
MetLife September 2000 - Present
Merrill Lynch September 1999 - September 2000
Gilford Securities 1997 - 1999
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
MetLife September 2000 - Present
Merrill Lynch September 1999 - September 2000
Gilford Securities 1997 - 1999
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
Tommy Koe's Merrill Lynch Experience August 2006 - 2008
Job at NSK Capital Research, Ltd.
Industry Banking
Experience
NSK Capital Research, Ltd. March 2011 - Present
Consultant / Freelance January 2009 - May 2009
Merrill Lynch August 2006 - 2008
Credit Suisse January 2000 - April 2005
Donaldson, Lufkin & Jenrette August 1997 - January 2000
Goldman Sachs June 1992 - July 1997
Skills
Fixed Income, Derivatives, Structured Products, Fixed Income Analysis, Financial Modeling, Risk Management, Credit Derivatives, Trading, Credit, Financial Structuring, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
Cornell University 1987 — 1991
BS
NSK Capital Research, Ltd. March 2011 - Present
Consultant / Freelance January 2009 - May 2009
Merrill Lynch August 2006 - 2008
Credit Suisse January 2000 - April 2005
Donaldson, Lufkin & Jenrette August 1997 - January 2000
Goldman Sachs June 1992 - July 1997
Skills
Fixed Income, Derivatives, Structured Products, Fixed Income Analysis, Financial Modeling, Risk Management, Credit Derivatives, Trading, Credit, Financial Structuring, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
Cornell University 1987 — 1991
BS
Monie Crawford's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch
Skills
Financial Modeling, Corporate Finance, Trading, Investment Banking, Strategic Financial..., Capital Markets, Credit, Series 7
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
M.B.A., Finance
Dartmouth College 1980 — 1984
B.A., Economics
Merrill Lynch
Skills
Financial Modeling, Corporate Finance, Trading, Investment Banking, Strategic Financial..., Capital Markets, Credit, Series 7
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
M.B.A., Finance
Dartmouth College 1980 — 1984
B.A., Economics
Walt Tietz's Merrill Lynch Experience May 1996 - January 2009
Job at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless September 2010 - Present
Macrosoft September 2009 - September 2010
COMSYS May 2009 - September 2009
Merrill Lynch May 1996 - January 2009
Merrill Lynch 1996 - 2009
GAB Robins March 1997 - August 1997
Newsweek August 1987 - May 1996
Selective Insurance 1982 - 1985
Skills
Mainframe, CICS, VSAM, COBOL, Unix, SQL, Databases, SDLC, Analysis, DB2, Microsoft SQL Server, Business Analysis, XML, Management, Oracle
Education
County College of Morris 1982 — 1996
Associates, Information Technology
Verizon Wireless September 2010 - Present
Macrosoft September 2009 - September 2010
COMSYS May 2009 - September 2009
Merrill Lynch May 1996 - January 2009
Merrill Lynch 1996 - 2009
GAB Robins March 1997 - August 1997
Newsweek August 1987 - May 1996
Selective Insurance 1982 - 1985
Skills
Mainframe, CICS, VSAM, COBOL, Unix, SQL, Databases, SDLC, Analysis, DB2, Microsoft SQL Server, Business Analysis, XML, Management, Oracle
Education
County College of Morris 1982 — 1996
Associates, Information Technology
Chris Gruchawka's Merrill Lynch Experience 2007 - 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Merrill Lynch 2007 - 2009
Merrill Lynch 2003 - 2007
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
MetLife 1993 - 1996
Skills
Analysis
Education
Fairleigh Dickinson University 1973 — 1975
Bachelors, Engineering
County College of Morris 1970 — 1972
Associates, Computer Science
Merrill Lynch 2007 - 2009
Merrill Lynch 2003 - 2007
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
MetLife 1993 - 1996
Skills
Analysis
Education
Fairleigh Dickinson University 1973 — 1975
Bachelors, Engineering
County College of Morris 1970 — 1972
Associates, Computer Science
Richard Eimbinder's Merrill Lynch Experience July 2009 - October 2014
Job COO at SmartFinance LLC
Industry Financial Services
Experience
SmartFinance LLC October 2014 - Present
Merrill Lynch July 2009 - October 2014
JP Morgan March 2008 - July 2009
Bear Stearns 1996 - 2008
Skills
Financial Technology, Banking Technologies, Credit Cards, Payments, P2P, CLO, Analytics, Pricing, Market Pricing, Structuring, CLO Structuring
Education
Cornell University
BS
Cornell University - Johnson Graduate School of Management
MBA
SmartFinance LLC October 2014 - Present
Merrill Lynch July 2009 - October 2014
JP Morgan March 2008 - July 2009
Bear Stearns 1996 - 2008
Skills
Financial Technology, Banking Technologies, Credit Cards, Payments, P2P, CLO, Analytics, Pricing, Market Pricing, Structuring, CLO Structuring
Education
Cornell University
BS
Cornell University - Johnson Graduate School of Management
MBA
Thomas Pai's Merrill Lynch Experience April 2007 - April 2009
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2011 - Present
Barclays Capital September 2009 - May 2011
Merrill Lynch April 2007 - April 2009
Citigroup July 2004 - March 2007
Lincoln Financial Group July 2002 - July 2004
Education
Cornell University 1998 — 2002
Bachelor of Arts, Government, Economics
Credit Suisse May 2011 - Present
Barclays Capital September 2009 - May 2011
Merrill Lynch April 2007 - April 2009
Citigroup July 2004 - March 2007
Lincoln Financial Group July 2002 - July 2004
Education
Cornell University 1998 — 2002
Bachelor of Arts, Government, Economics
Paul Rippe's Merrill Lynch Experience 1997 - 2001
Job Conservationist at Carolina Beaches
Industry Environmental Services
Experience
Carolina Beaches August 2014 - Present
UniCredit Markets & Investment Banking June 2002 - March 2012
Merrill Lynch 1997 - 2001
AIG Trading Group 1991 - 1996
Skills
Series 7, Series 63, Derivatives, Capital Markets, Investment Banking, Financial Markets, Fixed Income, FX Options, Equities, Bloomberg, Interest Rate..., Portfolio Management, Structured Finance, Banking
Education
Cornell University - Johnson Graduate School of Management 1987 — 1988
MBA, finance
University of Delaware 1980 — 1984
BS, finance
Carolina Beaches August 2014 - Present
UniCredit Markets & Investment Banking June 2002 - March 2012
Merrill Lynch 1997 - 2001
AIG Trading Group 1991 - 1996
Skills
Series 7, Series 63, Derivatives, Capital Markets, Investment Banking, Financial Markets, Fixed Income, FX Options, Equities, Bloomberg, Interest Rate..., Portfolio Management, Structured Finance, Banking
Education
Cornell University - Johnson Graduate School of Management 1987 — 1988
MBA, finance
University of Delaware 1980 — 1984
BS, finance
Tracy Hennes's Merrill Lynch Experience June 2005 - August 2005
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2007 - Present
Goldman Sachs June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Financial Markets, Hedge Funds
Education
Cornell University 2003 — 2007
Bachelors, Economics
Goldman Sachs July 2007 - Present
Goldman Sachs June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Financial Markets, Hedge Funds
Education
Cornell University 2003 — 2007
Bachelors, Economics
Brian Legg's Merrill Lynch Experience January 1998 - February 2006
Job Investment Management Professional
Industry Investment Management
Experience
Highland Capital Management April 2008 - July 2009
Millennium Partners February 2006 - March 2008
Merrill Lynch January 1998 - February 2006
JP Morgan January 1994 - May 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Master of Business Administration
The University of Texas at Austin 1990 — 1993
Bachelor of Arts, Economics
Highland Capital Management April 2008 - July 2009
Millennium Partners February 2006 - March 2008
Merrill Lynch January 1998 - February 2006
JP Morgan January 1994 - May 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Master of Business Administration
The University of Texas at Austin 1990 — 1993
Bachelor of Arts, Economics
Sam Zarnegar's Merrill Lynch Experience December 2008 - January 2009
Job Analyst at Glenview Capital
Industry Investment Management
Experience
Glenview Capital September 2014 - Present
Sageview Capital August 2013 - August 2014
Evercore Partners June 2011 - June 2013
Guggenheim Partners June 2010 - August 2010
Osmium Partners May 2009 - August 2009
Merrill Lynch December 2008 - January 2009
Education
Cornell University
Economics
Glenview Capital September 2014 - Present
Sageview Capital August 2013 - August 2014
Evercore Partners June 2011 - June 2013
Guggenheim Partners June 2010 - August 2010
Osmium Partners May 2009 - August 2009
Merrill Lynch December 2008 - January 2009
Education
Cornell University
Economics
Kamal Ahmed's Merrill Lynch Experience 1999 - 2000
Job Managing Director at GCA Savvian
Industry Financial Services
Experience
GCA Savvian 2015 - Present
GTK Partners 2012 - 2015
Morgan Stanley 2000 - 2011
Merrill Lynch 1999 - 2000
Credit Suisse First Boston 1994 - 1999
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Equities, Valuation, Hedge Funds, Alternative Investments, Corporate Development, Financial Modeling, Mergers, Investments, Mergers & Acquisitions, Emerging Markets, LBO, M&A experience, IPO, Fixed Income, Financial Analysis, Corporate Finance, Financial Structuring, Due Diligence, Equity Research, Private Placements, Structured Finance, Investor Relations, Leveraged Finance, Securities, Business Valuation, Equity Valuation, Equity Capital Markets, Investment Management, Asset Management, Derivatives, DCF, Financial Markets, Investment Strategies, Equity Derivatives, Structured Products, High Yield, Bonds, Bloomberg, Finance, Cross-functional Team..., Thought Leadership, Business Strategy
Education
Yale University 1986 — 1990
BA, Economics
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
GCA Savvian 2015 - Present
GTK Partners 2012 - 2015
Morgan Stanley 2000 - 2011
Merrill Lynch 1999 - 2000
Credit Suisse First Boston 1994 - 1999
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Equities, Valuation, Hedge Funds, Alternative Investments, Corporate Development, Financial Modeling, Mergers, Investments, Mergers & Acquisitions, Emerging Markets, LBO, M&A experience, IPO, Fixed Income, Financial Analysis, Corporate Finance, Financial Structuring, Due Diligence, Equity Research, Private Placements, Structured Finance, Investor Relations, Leveraged Finance, Securities, Business Valuation, Equity Valuation, Equity Capital Markets, Investment Management, Asset Management, Derivatives, DCF, Financial Markets, Investment Strategies, Equity Derivatives, Structured Products, High Yield, Bonds, Bloomberg, Finance, Cross-functional Team..., Thought Leadership, Business Strategy
Education
Yale University 1986 — 1990
BA, Economics
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Deirdre Hochman, CPA's Merrill Lynch Experience July 1999 - December 2000
Job VP, Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - April 2015
Fidelity Investments February 2012 - June 2014
State Street October 2008 - September 2011
State Street January 2001 - September 2008
Merrill Lynch July 1999 - December 2000
Skills
Leadership, Financial Services, Mutual Funds, Finance, Accounting, Financial Accounting, Investments, Equities, Fixed Income, Fund Accounting, Securities, Management, Financial Analysis, Internal Audit, Bloomberg, Risk Management, Derivatives, Hedge Funds, Trading, Sarbanes-Oxley, Internal Controls, Business Strategy, US GAAP, Asset Management, Fund Administration
Education
The University of Dallas 2015 — 2018
Masters, Finance
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Villanova University
B.S., Accounting
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - April 2015
Fidelity Investments February 2012 - June 2014
State Street October 2008 - September 2011
State Street January 2001 - September 2008
Merrill Lynch July 1999 - December 2000
Skills
Leadership, Financial Services, Mutual Funds, Finance, Accounting, Financial Accounting, Investments, Equities, Fixed Income, Fund Accounting, Securities, Management, Financial Analysis, Internal Audit, Bloomberg, Risk Management, Derivatives, Hedge Funds, Trading, Sarbanes-Oxley, Internal Controls, Business Strategy, US GAAP, Asset Management, Fund Administration
Education
The University of Dallas 2015 — 2018
Masters, Finance
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Villanova University
B.S., Accounting
Tim Cassidy's Merrill Lynch Experience February 1992 - September 2001
Job Managing Director at Norfolk Markets
Industry Banking
Experience
Norfolk Markets May 2013 - Present
BNP Paribas 2007 - 2013
Barclays Capital 2003 - 2007
Deutsche Bank September 2001 - April 2003
Merrill Lynch February 1992 - September 2001
Skills
Series 3, 7, 15, 24, 63, Banking, Fixed Income, Sales, Capital Markets, Investment Banking, Management, Hedge Funds, Civic Engagement, Structured Products, Bloomberg, Derivatives, Asset Management
Education
Cornell University 1980 — 1984
Bachelor of Arts (BA), Economics
Norfolk Markets May 2013 - Present
BNP Paribas 2007 - 2013
Barclays Capital 2003 - 2007
Deutsche Bank September 2001 - April 2003
Merrill Lynch February 1992 - September 2001
Skills
Series 3, 7, 15, 24, 63, Banking, Fixed Income, Sales, Capital Markets, Investment Banking, Management, Hedge Funds, Civic Engagement, Structured Products, Bloomberg, Derivatives, Asset Management
Education
Cornell University 1980 — 1984
Bachelor of Arts (BA), Economics
Ryan Afari's Merrill Lynch Experience May 2010 - August 2010
Job Director of Acquisitions and Development at Hillcrest Company
Industry Real Estate
Experience
Hillcrest Company October 2014 - Present
Prudential Real Estate Investors July 2012 - October 2014
Primestor Development June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Real Estate Economics, Investments, PowerPoint, Acquisitions, Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Microsoft Office
Education
Cornell University 2008 — 2012
Bachelor of Science (BS), Hospitality Administration/Management
Milken Community High School 2005 — 2008
High School
Hillcrest Company October 2014 - Present
Prudential Real Estate Investors July 2012 - October 2014
Primestor Development June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Real Estate Economics, Investments, PowerPoint, Acquisitions, Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Microsoft Office
Education
Cornell University 2008 — 2012
Bachelor of Science (BS), Hospitality Administration/Management
Milken Community High School 2005 — 2008
High School
Harry Singh's Merrill Lynch Experience September 1987 - December 2008
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2011 - Present
Bank of America Merrill Lynch January 2009 - November 2011
Merrill Lynch September 1987 - December 2008
PwC June 1985 - September 1987
Skills
Investment Banking, Series 7, Capital Markets, Equities, Fixed Income, Securities, Wealth Management, Asset Management, Alternative Investments, Hedge Funds, Derivatives, Private Equity, Valuation, Mutual Funds, Portfolio Management, Leadership
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Business
Sydenham College, University of Bombay 1980 — 1983
Bachelor of Commerce (B.Com.), Finance, General
Morgan Stanley November 2011 - Present
Bank of America Merrill Lynch January 2009 - November 2011
Merrill Lynch September 1987 - December 2008
PwC June 1985 - September 1987
Skills
Investment Banking, Series 7, Capital Markets, Equities, Fixed Income, Securities, Wealth Management, Asset Management, Alternative Investments, Hedge Funds, Derivatives, Private Equity, Valuation, Mutual Funds, Portfolio Management, Leadership
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Business
Sydenham College, University of Bombay 1980 — 1983
Bachelor of Commerce (B.Com.), Finance, General
Suzanne Liberty's Merrill Lynch Experience March 1980 - 2000
Job Director, Facilities Management & Human Resources at Innisfree M&A Incorporated
Industry Financial Services
Experience
Innisfree M&A Incorporated February 2001 - Present
Merrill Lynch March 1980 - 2000
Skills
Strategic Planning, Facilities Management, Human Resources, IT & Business Strategy..., Project Management, Budgets, Vendor Management, Performance Management, SDLC, Technology Process..., Business Systems..., Leadership, Investor Relations, Organizational..., Marketing Strategy, Employee Benefits/ACA, Career Development, Talent Acquisition, Technical Recruiting, Executive Search, Due Diligence, Risk Management, Employee Training, Negotiation
Education
Cottey College
Associate’s Degree, Social Sciences
University of Arkansas
Bachelor’s Degree, Clinical Psychology & Biology
Innisfree M&A Incorporated February 2001 - Present
Merrill Lynch March 1980 - 2000
Skills
Strategic Planning, Facilities Management, Human Resources, IT & Business Strategy..., Project Management, Budgets, Vendor Management, Performance Management, SDLC, Technology Process..., Business Systems..., Leadership, Investor Relations, Organizational..., Marketing Strategy, Employee Benefits/ACA, Career Development, Talent Acquisition, Technical Recruiting, Executive Search, Due Diligence, Risk Management, Employee Training, Negotiation
Education
Cottey College
Associate’s Degree, Social Sciences
University of Arkansas
Bachelor’s Degree, Clinical Psychology & Biology
Marton Erdei's Merrill Lynch Experience January 2006 - June 2006
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
Sportomato May 2013 - Present
Morgan Stanley January 2012 - September 2013
Morgan Stanley January 2008 - January 2012
Morgan Stanley September 2006 - January 2008
Merrill Lynch January 2006 - June 2006
K&H Equities 2005 - 2005
Skills
Valuation, Financial Modeling, Corporate Finance, Banking, Cash Flow Forecasting, MBS, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Equities, Quantitative Finance, Investments, Structured Finance, Asset Backed Financing, Aircraft Finance, ABS, Deal Execution, Asset-backed..., Student Loans, Residential Mortgages, Financial Structuring, Team Leadership, Structured Products, Credit Risk
Education
Corvinus University of Budapest 2001 — 2008
Masters, Corporate Finance
University of New Orleans 2004 — 2006
BA, Investments
Morgan Stanley January 2014 - Present
Sportomato May 2013 - Present
Morgan Stanley January 2012 - September 2013
Morgan Stanley January 2008 - January 2012
Morgan Stanley September 2006 - January 2008
Merrill Lynch January 2006 - June 2006
K&H Equities 2005 - 2005
Skills
Valuation, Financial Modeling, Corporate Finance, Banking, Cash Flow Forecasting, MBS, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Equities, Quantitative Finance, Investments, Structured Finance, Asset Backed Financing, Aircraft Finance, ABS, Deal Execution, Asset-backed..., Student Loans, Residential Mortgages, Financial Structuring, Team Leadership, Structured Products, Credit Risk
Education
Corvinus University of Budapest 2001 — 2008
Masters, Corporate Finance
University of New Orleans 2004 — 2006
BA, Investments
Rock Fu's Merrill Lynch Experience April 1996 - March 2000
Job Managing Director Head of Financial Institutions DCM at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. May 2014 - Present
Loop Capital Markets August 2011 - May 2014
Aladdin Capital 2009 - August 2011
Banc of America Securities March 2000 - February 2008
Merrill Lynch April 1996 - March 2000
Credit Suisse First Boston February 1993 - April 1996
Skills
Fixed Income, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Modeling, DCM, Bloomberg, Valuation, Emerging Markets, Portfolio Management, Asset Management
Education
Cornell University 1985 — 1989
Bachelors, Economics
Mizuho Securities USA Inc. May 2014 - Present
Loop Capital Markets August 2011 - May 2014
Aladdin Capital 2009 - August 2011
Banc of America Securities March 2000 - February 2008
Merrill Lynch April 1996 - March 2000
Credit Suisse First Boston February 1993 - April 1996
Skills
Fixed Income, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Modeling, DCM, Bloomberg, Valuation, Emerging Markets, Portfolio Management, Asset Management
Education
Cornell University 1985 — 1989
Bachelors, Economics
Shyam Prasad Rajagopal's Merrill Lynch Experience 2010 - 2010
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon February 2011 - Present
Cornell University January 2010 - January 2011
Merrill Lynch 2010 - 2010
EMC Corporation (I) Pvt Ltd July 2007 - December 2009
Hewlett-Packard November 2006 - May 2007
Skills
Amazon Web Services..., Cloud Computing, MapReduce, C++, C, Big Data, Computer Science, Scrum
Education
Cornell University 2010 — 2011
Master of Engineering (M.Eng.), Computer Science
PSG College of Technology 2003 — 2007
Bachelor of Engineering (B.E.), Computer Science
Amazon February 2011 - Present
Cornell University January 2010 - January 2011
Merrill Lynch 2010 - 2010
EMC Corporation (I) Pvt Ltd July 2007 - December 2009
Hewlett-Packard November 2006 - May 2007
Skills
Amazon Web Services..., Cloud Computing, MapReduce, C++, C, Big Data, Computer Science, Scrum
Education
Cornell University 2010 — 2011
Master of Engineering (M.Eng.), Computer Science
PSG College of Technology 2003 — 2007
Bachelor of Engineering (B.E.), Computer Science
Edward (Ted) Richardson's Merrill Lynch Experience May 2007 - June 2008
Job Equity Analyst at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management November 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2011 - November 2014
GLG Partners June 2009 - August 2009
Merrill Lynch May 2007 - June 2008
TM Capital March 2005 - May 2007
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Finance
Trinity College-Hartford 2000 — 2004
B.A., Economics
Breck School
Westfield Capital Management November 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2011 - November 2014
GLG Partners June 2009 - August 2009
Merrill Lynch May 2007 - June 2008
TM Capital March 2005 - May 2007
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Finance
Trinity College-Hartford 2000 — 2004
B.A., Economics
Breck School
Sherin Khona's Merrill Lynch Experience June 2009 - August 2009
Job Business Management Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2013 - Present
JP Morgan Asset Management July 2011 - Present
School of Hotel Administration, Cornell University May 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Cornell University
J.P. Morgan Private Bank September 2013 - Present
JP Morgan Asset Management July 2011 - Present
School of Hotel Administration, Cornell University May 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Cornell University
David N Brown's Merrill Lynch Experience February 2005 - May 2008
Job MBS Portfolio Management
Industry Investment Management
Experience
Prudential Financial May 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - May 2015
BNP Paribas December 2012 - August 2014
BNP Paribas May 2008 - December 2012
Merrill Lynch February 2005 - May 2008
Sandler O'Neill 2002 - 2005
UBS Investment Bank 2000 - 2002
Paine Webber 1996 - 2000
Lehman Brothers 1990 - 1996
Skills
Trading
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Middlebury College 1981 — 1985
BA, Economics
Lexington H.S.
Prudential Financial May 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - May 2015
BNP Paribas December 2012 - August 2014
BNP Paribas May 2008 - December 2012
Merrill Lynch February 2005 - May 2008
Sandler O'Neill 2002 - 2005
UBS Investment Bank 2000 - 2002
Paine Webber 1996 - 2000
Lehman Brothers 1990 - 1996
Skills
Trading
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Middlebury College 1981 — 1985
BA, Economics
Lexington H.S.
Timothy Kane's Merrill Lynch Experience June 1995 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1995 - Present
Saperston and Day, P.C. November 1990 - May 1995
Skills
Investments, Estate Planning, Wealth Management, Series 7, Securities, Retirement Planning, Investment Advisory, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Series 63, Equities, Portfolio Management, Investment Strategies, Asset Managment, Strategic Planning, Retirement, Investment Management, Financial Advisory, Hedge Funds, Series 24, Asset Management, Banking, Credit, Financial Modeling, Insurance, Loans, Risk Management, Strategic Financial...
Education
Cornell University
B.S., Business
St. Louis University School of Law
JD, Law
Merrill Lynch June 1995 - Present
Saperston and Day, P.C. November 1990 - May 1995
Skills
Investments, Estate Planning, Wealth Management, Series 7, Securities, Retirement Planning, Investment Advisory, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Series 63, Equities, Portfolio Management, Investment Strategies, Asset Managment, Strategic Planning, Retirement, Investment Management, Financial Advisory, Hedge Funds, Series 24, Asset Management, Banking, Credit, Financial Modeling, Insurance, Loans, Risk Management, Strategic Financial...
Education
Cornell University
B.S., Business
St. Louis University School of Law
JD, Law
Miao (Andy) Bao's Merrill Lynch Experience June 2014 - August 2014
Job MBA Candidate, Class 2015 at Cornell University Johnson Graduate School of Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
PwC Consulting December 2010 - April 2013
Ernst & Young October 2008 - December 2010
Skills
Financial Analysis, Valuation, Due Diligence, Auditing, Internal Controls, Private Equity, Mergers & Acquisitions, Financial Modeling, Accounting, IFRS, US GAAP, Business Valuation, Corporate Finance, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Shanghai Institute of Foreign Trade 2004 — 2008
Bachelor's degree, Finance, General
Merrill Lynch June 2014 - August 2014
PwC Consulting December 2010 - April 2013
Ernst & Young October 2008 - December 2010
Skills
Financial Analysis, Valuation, Due Diligence, Auditing, Internal Controls, Private Equity, Mergers & Acquisitions, Financial Modeling, Accounting, IFRS, US GAAP, Business Valuation, Corporate Finance, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Shanghai Institute of Foreign Trade 2004 — 2008
Bachelor's degree, Finance, General
Robert Cohen's Merrill Lynch Experience October 2005 - July 2008
Job Vice President Leveraged Finance at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi August 2010 - January 2014
Merrill Lynch October 2005 - July 2008
Merrill Lynch June 2004 - October 2005
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Valuation, Equity Research, Corporate Finance, Capital Markets, Portfolio Management, Investments, Market Research, Gaming Industry, Hospitality Industry, Equities, Leisure Industry, Real Estate, Restructuring, High Yield, Leveraged Lending, Alternative Investments
Education
Cornell University 2000 — 2004
Bachelor of Arts (BA), Economics
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Corporate Finance, Accounting
Citi January 2014 - Present
Citi August 2010 - January 2014
Merrill Lynch October 2005 - July 2008
Merrill Lynch June 2004 - October 2005
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Valuation, Equity Research, Corporate Finance, Capital Markets, Portfolio Management, Investments, Market Research, Gaming Industry, Hospitality Industry, Equities, Leisure Industry, Real Estate, Restructuring, High Yield, Leveraged Lending, Alternative Investments
Education
Cornell University 2000 — 2004
Bachelor of Arts (BA), Economics
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Corporate Finance, Accounting
Robert Corby, PCS, AIAA's Merrill Lynch Experience 1976 - 1998
Job Customer Relations Professional
Industry Program Development
Experience
RBC Insurance US/Liberty Life September 2006 - May 2011
IBM Insurance Outsourcing Services December 2003 - September 2006
MetLife/Wall Street Capitol June 2002 - December 2003
A G Edwards & Sons, Inc. 1998 - 2001
Merrill Lynch 1976 - 1998
Skills
Customer Relations..., Escalated Complaints..., Cross-Functional Liaison, Call Center Development, Compliance, Supervision, Accounting, Seminars, Public Speaking, Trade Shows, CRM
Education
Cornell University
B.S, Human Resources Management
Rutgers Graduate School of Management
M.B.A, Studies
SUNY at Buffalo Graduate Management Program
M.B.A, Studies
RBC Insurance US/Liberty Life September 2006 - May 2011
IBM Insurance Outsourcing Services December 2003 - September 2006
MetLife/Wall Street Capitol June 2002 - December 2003
A G Edwards & Sons, Inc. 1998 - 2001
Merrill Lynch 1976 - 1998
Skills
Customer Relations..., Escalated Complaints..., Cross-Functional Liaison, Call Center Development, Compliance, Supervision, Accounting, Seminars, Public Speaking, Trade Shows, CRM
Education
Cornell University
B.S, Human Resources Management
Rutgers Graduate School of Management
M.B.A, Studies
SUNY at Buffalo Graduate Management Program
M.B.A, Studies
Eliza J. McDevitt's Merrill Lynch Experience June 2010 - August 2010
Job Managing Director at SynaVoice
Industry Management Consulting
Experience
SynaVoice May 2015 - Present
iWorks Corporation May 2014 - May 2015
Booz Allen Hamilton July 2012 - May 2014
Mason School of Business August 2008 - July 2012
Merrill Lynch June 2010 - August 2010
Skills
Communication, Customer Engagement, Information Technology, Internal Communications, Strategic Communications, Change Communications, Customer Service, Change Management, Data Analysis, Research, Stakeholder Engagement, Writing, SharePoint, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Analysis, Microsoft Office, Editing, Microsoft Word, Event Planning, IT Project & Program..., IT Service Management, Training, Project Planning, Project Management
Education
William & Mary 2008 — 2012
Bachelor, Business Administration
Corvinus University of Budapest 2011 — 2011
Mason School of Business, Foreign Study Program
Germantown Academy 2004 — 2008
SynaVoice May 2015 - Present
iWorks Corporation May 2014 - May 2015
Booz Allen Hamilton July 2012 - May 2014
Mason School of Business August 2008 - July 2012
Merrill Lynch June 2010 - August 2010
Skills
Communication, Customer Engagement, Information Technology, Internal Communications, Strategic Communications, Change Communications, Customer Service, Change Management, Data Analysis, Research, Stakeholder Engagement, Writing, SharePoint, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Analysis, Microsoft Office, Editing, Microsoft Word, Event Planning, IT Project & Program..., IT Service Management, Training, Project Planning, Project Management
Education
William & Mary 2008 — 2012
Bachelor, Business Administration
Corvinus University of Budapest 2011 — 2011
Mason School of Business, Foreign Study Program
Germantown Academy 2004 — 2008
Velda Owusu-Adjei's Merrill Lynch Experience July 2011 - Present
Job Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Verizon June 2000 - March 2010
Education
Cornell University 2008 — 2009
management essentials
La Salle University 2003 — 2007
BA, business administration
Merrill Lynch July 2011 - Present
Verizon June 2000 - March 2010
Education
Cornell University 2008 — 2009
management essentials
La Salle University 2003 — 2007
BA, business administration
Muhammad Ahsan Siddiqui's Merrill Lynch Experience July 2007 - September 2007
Job Associate, Financial Institutions Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
Cayuga Fund, LLC April 2014 - May 2015
UBS Investment Bank June 2014 - August 2014
The Brattle Group June 2010 - May 2013
The Brattle Group June 2008 - June 2010
Merrill Lynch July 2007 - September 2007
FirstEnergy May 2007 - July 2007
First National Bank May 2006 - July 2006
Goodwill Industries February 2006 - April 2006
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
The College of Wooster 2004 — 2008
BA
St. Patrick's High School
A-Level
UBS Investment Bank July 2015 - Present
Cayuga Fund, LLC April 2014 - May 2015
UBS Investment Bank June 2014 - August 2014
The Brattle Group June 2010 - May 2013
The Brattle Group June 2008 - June 2010
Merrill Lynch July 2007 - September 2007
FirstEnergy May 2007 - July 2007
First National Bank May 2006 - July 2006
Goodwill Industries February 2006 - April 2006
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
The College of Wooster 2004 — 2008
BA
St. Patrick's High School
A-Level
Emmett FitzGerald's Merrill Lynch Experience 2007 - 2009
Job Director, Head of US Platforms
Industry Investment Management
Experience
Aspect Capital May 2009 - Present
Merrill Lynch 2007 - 2009
BNY Mellon 2004 - 2007
Prudential Financial 1999 - 2004
Skills
Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Investments, Capital Markets, Private Equity, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
Master of Business Administration (MBA)
Lynchburg College 1994 — 2007
Bachelor of Arts (B.A.), Finance, General
Manhasset High School 1989 — 1994
Bachelor of Arts (BA), Finance & Marketing
Aspect Capital May 2009 - Present
Merrill Lynch 2007 - 2009
BNY Mellon 2004 - 2007
Prudential Financial 1999 - 2004
Skills
Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Investments, Capital Markets, Private Equity, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
Master of Business Administration (MBA)
Lynchburg College 1994 — 2007
Bachelor of Arts (B.A.), Finance, General
Manhasset High School 1989 — 1994
Bachelor of Arts (BA), Finance & Marketing
Sherrine Robinson's Merrill Lynch Experience March 2003 - June 2005
Job Director;Taxable Fixed Income Specialist at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2005 - Present
Merrill Lynch March 2003 - June 2005
Merrill Lynch March 1993 - March 2003
Education
Cornell University
Bachelor of Arts (B.A.), History
UBS Financial Services Inc. June 2005 - Present
Merrill Lynch March 2003 - June 2005
Merrill Lynch March 1993 - March 2003
Education
Cornell University
Bachelor of Arts (B.A.), History
Robin Brenner's Merrill Lynch Experience July 1995 - June 1996
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial March 2013 - Present
Ronin Capital September 2008 - September 2012
HBK Capital Management April 2004 - March 2008
Citadel Investment Group August 1998 - March 2004
Union Bank of Switzerland January 1997 - March 1998
Morgan Stanley June 1996 - January 1997
Merrill Lynch July 1995 - June 1996
Merrill Lynch June 1993 - July 1995
The University of Arizona August 1989 - June 1993
Skills
SQL, C++, Options, Credit Derivatives, Credit Risk, Equity Derivatives, Bonds, Bloomberg, Gauss, R, Quantitative Analytics, Fixed Income, Risk Management, Trading, Financial Markets, Equities, Hedge Funds, Quantitative Finance
Education
Cornell University 1984 — 1989
Doctor of Philosophy (PhD), MS, MBA, Financial Mathematics
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Accounting
Prudential Financial March 2013 - Present
Ronin Capital September 2008 - September 2012
HBK Capital Management April 2004 - March 2008
Citadel Investment Group August 1998 - March 2004
Union Bank of Switzerland January 1997 - March 1998
Morgan Stanley June 1996 - January 1997
Merrill Lynch July 1995 - June 1996
Merrill Lynch June 1993 - July 1995
The University of Arizona August 1989 - June 1993
Skills
SQL, C++, Options, Credit Derivatives, Credit Risk, Equity Derivatives, Bonds, Bloomberg, Gauss, R, Quantitative Analytics, Fixed Income, Risk Management, Trading, Financial Markets, Equities, Hedge Funds, Quantitative Finance
Education
Cornell University 1984 — 1989
Doctor of Philosophy (PhD), MS, MBA, Financial Mathematics
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Accounting
Theresa Jacobs's Merrill Lynch Experience April 1985 - May 1991
Job Nonprofit Organization Professional
Industry Nonprofit Organization Management
Experience
Burcham Hills Foundation 2010 - Present
Nations Title Agency February 2000 - June 2009
Merrill Lynch April 1985 - May 1991
Skills
Open-mindedness,..., Patience, Stress...
Education
Cornerstone University 2010 — 2012
Associate of Arts and Sciences (AAS), Human Services, General
Burcham Hills Foundation 2010 - Present
Nations Title Agency February 2000 - June 2009
Merrill Lynch April 1985 - May 1991
Skills
Open-mindedness,..., Patience, Stress...
Education
Cornerstone University 2010 — 2012
Associate of Arts and Sciences (AAS), Human Services, General
Wen-Chuan (Wen) Chen's Merrill Lynch Experience 2000 - 2002
Job
Industry
Experience
U.S. Census Bureau 2010 - 2010
U.S. Department of Commerce, U.S. Patent and Trademark Office 2005 - 2006
AT&T Wireless 2004 - 2004
Sprint PCS 2003 - 2003
Merrill Lynch 2000 - 2002
Lucent Technologies, Bell Laboratories 1997 - 2000
3Com Corporation 1995 - 1997
AT&T Bell Laboratories 1991 - 1995
Education
Cornell University
M.Eng., OR&IE
Cornell University
B.S., OR&IE
U.S. Census Bureau 2010 - 2010
U.S. Department of Commerce, U.S. Patent and Trademark Office 2005 - 2006
AT&T Wireless 2004 - 2004
Sprint PCS 2003 - 2003
Merrill Lynch 2000 - 2002
Lucent Technologies, Bell Laboratories 1997 - 2000
3Com Corporation 1995 - 1997
AT&T Bell Laboratories 1991 - 1995
Education
Cornell University
M.Eng., OR&IE
Cornell University
B.S., OR&IE
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank