Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Christopher Tooker Christopher Tooker's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Education
Creighton University 2008 — 2012
BSBA, Financial Analysis & Economics, 3.92
Regis Jesuit High School 2004 — 2008
Merrill Lynch August 2014 - Present
Education
Creighton University 2008 — 2012
BSBA, Financial Analysis & Economics, 3.92
Regis Jesuit High School 2004 — 2008
John Tornatore's Merrill Lynch Experience January 2001 - May 2003
Job Director CBOE
Industry Financial Services
Experience
Chicago Board Options Exchange September 2010 - Present
Zacks Investment Research October 2005 - September 2010
Innovative Floors & Design May 2003 - September 2005
Merrill Lynch January 2001 - May 2003
Skills
Product Development, Equities, Options, Futures, Market Data, Vendor Relations, Financial Markets, Business Relationship..., Contract Negotiation, Auditing, Compliance, Derivatives, Fixed Income, Trading, Trading Systems, Electronic Trading, Equity Trading, Hedge Funds, Bloomberg, Equity Derivatives, Portfolio Management, Securities, Capital Markets, Series 7, Financial Services, Wealth Management, Investments, Risk Management, ETFs, Management, FX Options, Alternative Investments, Hedging, Trading Strategies, Bonds, Commodity
Education
Northeastern University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
University of Toledo 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Centerville High School
Chicago Board Options Exchange September 2010 - Present
Zacks Investment Research October 2005 - September 2010
Innovative Floors & Design May 2003 - September 2005
Merrill Lynch January 2001 - May 2003
Skills
Product Development, Equities, Options, Futures, Market Data, Vendor Relations, Financial Markets, Business Relationship..., Contract Negotiation, Auditing, Compliance, Derivatives, Fixed Income, Trading, Trading Systems, Electronic Trading, Equity Trading, Hedge Funds, Bloomberg, Equity Derivatives, Portfolio Management, Securities, Capital Markets, Series 7, Financial Services, Wealth Management, Investments, Risk Management, ETFs, Management, FX Options, Alternative Investments, Hedging, Trading Strategies, Bonds, Commodity
Education
Northeastern University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
University of Toledo 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Centerville High School
Anne Burns's Merrill Lynch Experience September 2012 - December 2012
Job Biologics Recruiter at BMS
Industry Human Resources
Experience
Bristol-Myers Squibb March 2015 - Present
Cielo at UOP-Honeywell January 2013 - March 2015
Merrill Lynch September 2012 - December 2012
Edward Jones April 2007 - August 2012
Skills
Internet Recruiting, Applicant Tracking..., Onboarding, Taleo, College Recruiting, Talent Acquisition, Boolean Searching, Talent Scouting, Business, Customer Service, Microsoft Office, Social Networking, Recruiting, Screening Resumes, Temporary Placement, Talent Management, Technical Recruiting, Interviews, Benefits Negotiation
Education
Creighton University
Master of Business Administration (MBA)
University of Missouri-Columbia
Marketing
Bristol-Myers Squibb March 2015 - Present
Cielo at UOP-Honeywell January 2013 - March 2015
Merrill Lynch September 2012 - December 2012
Edward Jones April 2007 - August 2012
Skills
Internet Recruiting, Applicant Tracking..., Onboarding, Taleo, College Recruiting, Talent Acquisition, Boolean Searching, Talent Scouting, Business, Customer Service, Microsoft Office, Social Networking, Recruiting, Screening Resumes, Temporary Placement, Talent Management, Technical Recruiting, Interviews, Benefits Negotiation
Education
Creighton University
Master of Business Administration (MBA)
University of Missouri-Columbia
Marketing
Guido Molinari Guido Molinari's Merrill Lynch Experience July 2009 - January 2011
Job CEO at Divino
Industry Food & Beverages
Experience
DIVINO November 2013 - Present
Merrill Lynch July 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Education
Courtauld Institute of Art, U. of London 2011 — 2012
Graduate Diploma, History of Art
The London School of Economics and Political Science (LSE) 2008 — 2009
Master, International Management CEMS
HEC Paris 2007 — 2009
Master of Science, International Management
Università Commerciale 'Luigi Bocconi' 2004 — 2007
Bachelor of Science, International Economics and Management
The Chinese University of Hong Kong 2006 — 2006
Monterey High School
California High School Diploma
DIVINO November 2013 - Present
Merrill Lynch July 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Education
Courtauld Institute of Art, U. of London 2011 — 2012
Graduate Diploma, History of Art
The London School of Economics and Political Science (LSE) 2008 — 2009
Master, International Management CEMS
HEC Paris 2007 — 2009
Master of Science, International Management
Università Commerciale 'Luigi Bocconi' 2004 — 2007
Bachelor of Science, International Economics and Management
The Chinese University of Hong Kong 2006 — 2006
Monterey High School
California High School Diploma
Erik Moore Erik Moore's Merrill Lynch Experience August 1996 - April 2011
Job Member Board of Directors at Pigeon.ly
Industry Venture Capital & Private Equity
Experience
Surf Air Airline October 2013 - Present
Pigeon.ly July 2014 - Present
Order With Me November 2013 - Present
Wildfang.com December 2013 - Present
Base Ventures 2012 - Present
louis VI January 1999 - December 2012
Merrill Lynch August 1996 - April 2011
Gen Re July 1989 - July 1994
Skills
Fixed Income, Start-ups, Capital Markets, Venture Capital, Alternative Investments, Hedge Funds, Private Equity, Financial Modeling, Investment Banking, Mergers, Investments, Strategic Planning, Due Diligence, Valuation, Corporate Development, Mergers & Acquisitions, Emerging Markets, Angel Investing, Equities, Securities, Financial Structuring, Strategy, Asset Managment, Corporate Finance, Business Strategy, Portfolio Management
Education
Dartmouth College
ab (latin for ba), french major/history minor
University of Pennsylvania
ma, international relations/business - french
University of Pennsylvania - The Wharton School
mba, finance
Surf Air Airline October 2013 - Present
Pigeon.ly July 2014 - Present
Order With Me November 2013 - Present
Wildfang.com December 2013 - Present
Base Ventures 2012 - Present
louis VI January 1999 - December 2012
Merrill Lynch August 1996 - April 2011
Gen Re July 1989 - July 1994
Skills
Fixed Income, Start-ups, Capital Markets, Venture Capital, Alternative Investments, Hedge Funds, Private Equity, Financial Modeling, Investment Banking, Mergers, Investments, Strategic Planning, Due Diligence, Valuation, Corporate Development, Mergers & Acquisitions, Emerging Markets, Angel Investing, Equities, Securities, Financial Structuring, Strategy, Asset Managment, Corporate Finance, Business Strategy, Portfolio Management
Education
Dartmouth College
ab (latin for ba), french major/history minor
University of Pennsylvania
ma, international relations/business - french
University of Pennsylvania - The Wharton School
mba, finance
Bethany Knight's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
JP Morgan Chase Bank November 2010 - February 2012
Orlando Sentinel Communications June 2008 - November 2010
Rabobank, NA August 2005 - August 2006
Skills
Series 7, Series 66, Banking, Underwriting, Commercial Lending, Marketing, Advertising, Wealth Management, Uniform Combined State..., Portfolio Management, Credit, Loans, Credit Risk, Equities
Education
Mississippi University for Women 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business, Summa Cum Laude
Cumberland University 2001 — 2004
Associate of Arts (A.A.), Business, Summa Cum Laude
Merrill Lynch March 2012 - Present
JP Morgan Chase Bank November 2010 - February 2012
Orlando Sentinel Communications June 2008 - November 2010
Rabobank, NA August 2005 - August 2006
Skills
Series 7, Series 66, Banking, Underwriting, Commercial Lending, Marketing, Advertising, Wealth Management, Uniform Combined State..., Portfolio Management, Credit, Loans, Credit Risk, Equities
Education
Mississippi University for Women 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business, Summa Cum Laude
Cumberland University 2001 — 2004
Associate of Arts (A.A.), Business, Summa Cum Laude
Damian Escobar Damian Escobar's Merrill Lynch Experience March 2000 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2000 - Present
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investments, Securities, Equities, Fixed Income, Series 65, Banking
Education
Dallas Baptist University
Bachelor of Arts and Sciences, Business Administration, Psychology
Sidney High School
Merrill Lynch March 2000 - Present
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investments, Securities, Equities, Fixed Income, Series 65, Banking
Education
Dallas Baptist University
Bachelor of Arts and Sciences, Business Administration, Psychology
Sidney High School
Kristina King Kristina King's Merrill Lynch Experience September 2012 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
hawkeye February 2012 - May 2012
Fox Sports Creative University January 2012 - May 2012
Blue Room Post July 2011 - August 2011
Big Logo Advertising July 2011 - August 2011
Curtin University February 2011 - May 2011
Skills
Series 7, Client Services, Finance, Social Media Marketing, Public Relations, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Strategy, Marketing Communications, Public Speaking, Final Cut Pro
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Curtin University of Technology 2011 — 2011
Marketing
Mira Costa High School 2004 — 2008
Merrill Lynch September 2012 - Present
hawkeye February 2012 - May 2012
Fox Sports Creative University January 2012 - May 2012
Blue Room Post July 2011 - August 2011
Big Logo Advertising July 2011 - August 2011
Curtin University February 2011 - May 2011
Skills
Series 7, Client Services, Finance, Social Media Marketing, Public Relations, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Strategy, Marketing Communications, Public Speaking, Final Cut Pro
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Curtin University of Technology 2011 — 2011
Marketing
Mira Costa High School 2004 — 2008
Beatriz Rajacic's Merrill Lynch Experience February 2005 - April 2007
Job Administrative Assistant at Estee Lauder Companies
Industry Entertainment
Experience
The Estée Lauder Companies Inc. September 2014 - Present
NBA - National Basketball Association April 2014 - September 2014
Kaltex America January 2014 - March 2014
Center for Motivation & Change January 2011 - June 2013
Rabobank July 2008 - July 2010
Cedarview Capital Management April 2007 - March 2008
Merrill Lynch February 2005 - April 2007
Education
CUNY New York City College of Technology 2013 — 2014
Undeclaired Health, Nursing, 3.5 GPA
The Estée Lauder Companies Inc. September 2014 - Present
NBA - National Basketball Association April 2014 - September 2014
Kaltex America January 2014 - March 2014
Center for Motivation & Change January 2011 - June 2013
Rabobank July 2008 - July 2010
Cedarview Capital Management April 2007 - March 2008
Merrill Lynch February 2005 - April 2007
Education
CUNY New York City College of Technology 2013 — 2014
Undeclaired Health, Nursing, 3.5 GPA
Marilyn Hamlett Marilyn Hamlett's Merrill Lynch Experience March 1999 - February 2002
Job Finance/Accounting Professional
Industry Package/Freight Delivery
Experience
KBG Logistics November 2014 - Present
TRINITY LOGISTICS USA INC March 2012 - August 2014
IDS USA (formerly AGI Logistics) March 2006 - March 2010
Meridian IQ (formerly GPS Logistics) December 2002 - December 2005
Merrill Lynch March 1999 - February 2002
Bankers Trust April 1982 - August 1989
Skills
Early Childhood..., Curriculum Development, Curriculum Design, Bookkeeping, Account Reconciliation, Accounting, ADP Payroll, General Ledger, Accounts Payable, Accounts Receivable, International Agent..., Bank Reconciliation
Education
CUNY York College
Bachelor of Science (B.S.), Business Administration and Management, General
KBG Logistics November 2014 - Present
TRINITY LOGISTICS USA INC March 2012 - August 2014
IDS USA (formerly AGI Logistics) March 2006 - March 2010
Meridian IQ (formerly GPS Logistics) December 2002 - December 2005
Merrill Lynch March 1999 - February 2002
Bankers Trust April 1982 - August 1989
Skills
Early Childhood..., Curriculum Development, Curriculum Design, Bookkeeping, Account Reconciliation, Accounting, ADP Payroll, General Ledger, Accounts Payable, Accounts Receivable, International Agent..., Bank Reconciliation
Education
CUNY York College
Bachelor of Science (B.S.), Business Administration and Management, General
Katie Cuccio's Merrill Lynch Experience July 2014 - Present
Job Client Correspondence and Online Delivery Project Manager
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch March 2012 - July 2014
Merrill Lynch July 2010 - March 2012
Skills
Team Management, Relationship Management, Business Analysis, Financial Analysis, Training, Team Building, Data Analysis, Financial Risk
Education
Curry College 2006 — 2010
Communication, General
Merrill Lynch July 2014 - Present
Merrill Lynch March 2012 - July 2014
Merrill Lynch July 2010 - March 2012
Skills
Team Management, Relationship Management, Business Analysis, Financial Analysis, Training, Team Building, Data Analysis, Financial Risk
Education
Curry College 2006 — 2010
Communication, General
Tyler Rotondo Tyler Rotondo's Merrill Lynch Experience September 2005 - January 2006
Job Marketing Manager at Mount Sinai Health System
Industry Hospital & Health Care
Experience
Mount Sinai Health System January 2014 - Present
Mount Sinai Health System July 2012 - December 2013
James L. Howard & Company September 2011 - June 2012
Integrated Management Services LLC February 2011 - September 2011
W.R. Grace January 2010 - June 2010
InstallFree (acquired by WatchDox) June 2009 - December 2009
State Street Bank & Trust July 2007 - July 2008
Stonehill College June 2005 - June 2007
Merrill Lynch September 2005 - January 2006
Skills
Market Research, Marketing Strategy, Competitive Analysis, Business Development, Management, Analysis, Social Media, SEO, CRM, Business Strategy, Strategic Planning, Outlook, Project Management, Program Management, Financial Analysis, Digital Marketing, B2B Marketing, Product Development, Proposal Writing, Microsoft Excel, PowerPoint, Healthcare, Hospital Marketing, Relationship Development, CRM Implementation, CRM software, Collateral Management, Print Collateral, Collateral Design, Video Production, Website Management, Photoshop, Final Cut Pro, Stata, Salesforce.com, Start-ups, Acquisition Analysis, SharePoint, Marketing Plan..., Website Creation, Website Building, Creative Writing, Social Media Blogging, Microsoft Word, Wordpress, Collateral Writing, Market Analysis, Consumer Behaviour, Virtualization, Software Project...
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MBA, Marketing, 3.6
Stonehill College 2003 — 2007
BA, Economics
South Windsor High School 1999 — 2003
Mount Sinai Health System January 2014 - Present
Mount Sinai Health System July 2012 - December 2013
James L. Howard & Company September 2011 - June 2012
Integrated Management Services LLC February 2011 - September 2011
W.R. Grace January 2010 - June 2010
InstallFree (acquired by WatchDox) June 2009 - December 2009
State Street Bank & Trust July 2007 - July 2008
Stonehill College June 2005 - June 2007
Merrill Lynch September 2005 - January 2006
Skills
Market Research, Marketing Strategy, Competitive Analysis, Business Development, Management, Analysis, Social Media, SEO, CRM, Business Strategy, Strategic Planning, Outlook, Project Management, Program Management, Financial Analysis, Digital Marketing, B2B Marketing, Product Development, Proposal Writing, Microsoft Excel, PowerPoint, Healthcare, Hospital Marketing, Relationship Development, CRM Implementation, CRM software, Collateral Management, Print Collateral, Collateral Design, Video Production, Website Management, Photoshop, Final Cut Pro, Stata, Salesforce.com, Start-ups, Acquisition Analysis, SharePoint, Marketing Plan..., Website Creation, Website Building, Creative Writing, Social Media Blogging, Microsoft Word, Wordpress, Collateral Writing, Market Analysis, Consumer Behaviour, Virtualization, Software Project...
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MBA, Marketing, 3.6
Stonehill College 2003 — 2007
BA, Economics
South Windsor High School 1999 — 2003
Andrew Tolson Andrew Tolson's Merrill Lynch Experience December 2004 - Present
Job Equity derivatives sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2004 - Present
Merrill Lynch July 1992 - Present
Skills
Equity Derivatives, Hedge Funds, Equities, Options, Fixed Income, Futures Trading, Alternative Investments, Derivatives, Capital Markets, Bloomberg, Bonds, Structured Products, Prime Brokerage, Electronic Trading, Swaps, Asset Allocation, Equity Trading, ETFs, Trading, Equity Research, Credit Derivatives, Trading Systems, Securities, Volatility, Financial Markets, FINRA, series 3, Series 7, Series 9/10, Series 55, Series 63
Education
Dartmouth College 1988 — 1992
BA, Economics
Merrill Lynch December 2004 - Present
Merrill Lynch July 1992 - Present
Skills
Equity Derivatives, Hedge Funds, Equities, Options, Fixed Income, Futures Trading, Alternative Investments, Derivatives, Capital Markets, Bloomberg, Bonds, Structured Products, Prime Brokerage, Electronic Trading, Swaps, Asset Allocation, Equity Trading, ETFs, Trading, Equity Research, Credit Derivatives, Trading Systems, Securities, Volatility, Financial Markets, FINRA, series 3, Series 7, Series 9/10, Series 55, Series 63
Education
Dartmouth College 1988 — 1992
BA, Economics
Joshua Henson Joshua Henson's Merrill Lynch Experience May 2013 - May 2014
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2014 - Present
Merrill Lynch May 2013 - May 2014
Skills
Valuation, Wealth Management, Financial Modeling, Bloomberg, Financial Analysis, Portfolio Management, Asset Allocation, Strategic Financial..., Long-term Customer...
Education
Texas A&M University 2011 — 2014
Bachelor of Science (BS), Finance, General
Dallas Baptist University 2010 — 2011
Music Business
AXA Advisors June 2014 - Present
Merrill Lynch May 2013 - May 2014
Skills
Valuation, Wealth Management, Financial Modeling, Bloomberg, Financial Analysis, Portfolio Management, Asset Allocation, Strategic Financial..., Long-term Customer...
Education
Texas A&M University 2011 — 2014
Bachelor of Science (BS), Finance, General
Dallas Baptist University 2010 — 2011
Music Business
Shalene Sloup's Merrill Lynch Experience December 2013 - August 2014
Job Office Generalist at Piece & Co.
Industry Marketing and Advertising
Experience
Piece & Co. May 2015 - Present
Social Rockfish September 2014 - May 2015
Merrill Lynch December 2013 - August 2014
Merrill Lynch September 2013 - December 2013
Envision Success Inc. May 2013 - August 2013
Nebraska's Bridal Outlet May 2010 - August 2013
Warehouse Surplus/ Arants May 2006 - May 2013
Creighton University August 2010 - May 2012
Skills
Marketing, Social Media, Social Media Marketing, Entrepreneurship, Marketing Strategy, Project Management, Time Management, Teamwork, Photoshop, Leadership, Team Management, Google Analytics, Online Marketing, Event Planning, Event Management, Salesforce.com, Customer Service, Research, Budgets, Inventory Management, Digital Strategy
Education
Creighton University's Heider College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Queen Mary, U. of London 2012 — 2012
Business, Junior
Piece & Co. May 2015 - Present
Social Rockfish September 2014 - May 2015
Merrill Lynch December 2013 - August 2014
Merrill Lynch September 2013 - December 2013
Envision Success Inc. May 2013 - August 2013
Nebraska's Bridal Outlet May 2010 - August 2013
Warehouse Surplus/ Arants May 2006 - May 2013
Creighton University August 2010 - May 2012
Skills
Marketing, Social Media, Social Media Marketing, Entrepreneurship, Marketing Strategy, Project Management, Time Management, Teamwork, Photoshop, Leadership, Team Management, Google Analytics, Online Marketing, Event Planning, Event Management, Salesforce.com, Customer Service, Research, Budgets, Inventory Management, Digital Strategy
Education
Creighton University's Heider College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Queen Mary, U. of London 2012 — 2012
Business, Junior
Peter Booth Peter Booth's Merrill Lynch Experience 2009 - January 2011
Job Performance Engineer at Bank of America
Industry Information Services
Experience
Bank of America November 2013 - Present
Independent Consultant March 2007 - Present
Saks Fifth Avenue February 2011 - April 2013
build the cloud 2003 - 2013
A Stealth Startup December 2010 - March 2011
Merrill Lynch 2009 - January 2011
Signal Patterns 2008 - February 2009
MLX August 2007 - November 2007
Marketaxess 2005 - March 2007
Goldman Sachs 2000 - 2005
Skills
Ruby on Rails, Linux, Tomcat, Distributed Systems, Cloud Computing, Software Development, Java, Scalability, High Availability, Xen, Virtualization, VirtualBox, Apache, Scalable Web..., Performance Tuning, Capacity Planning, Performance Testing, Application Architecture, Load Balancing, Agile Methodologies, Security, Unix, Performance Metrics, Enterprise Architecture, Perl, JVM, Weblogic, Architecture, Web Applications, PostgreSQL
Education
Curtin University 1982 — 1985
B. AppSc
Bank of America November 2013 - Present
Independent Consultant March 2007 - Present
Saks Fifth Avenue February 2011 - April 2013
build the cloud 2003 - 2013
A Stealth Startup December 2010 - March 2011
Merrill Lynch 2009 - January 2011
Signal Patterns 2008 - February 2009
MLX August 2007 - November 2007
Marketaxess 2005 - March 2007
Goldman Sachs 2000 - 2005
Skills
Ruby on Rails, Linux, Tomcat, Distributed Systems, Cloud Computing, Software Development, Java, Scalability, High Availability, Xen, Virtualization, VirtualBox, Apache, Scalable Web..., Performance Tuning, Capacity Planning, Performance Testing, Application Architecture, Load Balancing, Agile Methodologies, Security, Unix, Performance Metrics, Enterprise Architecture, Perl, JVM, Weblogic, Architecture, Web Applications, PostgreSQL
Education
Curtin University 1982 — 1985
B. AppSc
Anthony Villanueva Anthony Villanueva's Merrill Lynch Experience July 1996 - August 1998
Job IT Systems Manager Active Directory
Industry Information Technology and Services
Experience
Montefiore Information Technology September 2015 - Present
Rabobank February 2013 - September 2015
Rabobank September 2009 - February 2013
Rabobank March 2007 - September 2009
Rabobank October 2004 - February 2007
Rabobank September 1998 - October 2004
Merrill Lynch July 1996 - August 1998
Citi May 1995 - July 1996
Olympia & York May 1994 - April 1995
The New York Public Library March 1991 - May 1994
Skills
IT Service Management, IT Infrastructure..., Process Improvement, ITIL v3 Foundations..., Project Management, PRINCE2, Disaster Recovery, Management, Windows System..., MCSE 2003, A+ Certified..., Citrix, Windows Server, Active Directory, Microsoft Exchange, Tripwire, IIS, Blackberry Enterprise..., IT Hardware Support, IT Management, ITIL, Change Management, Vendor Management
Education
CUNY New York City College of Technology
Electromechanical Engineering
Montefiore Information Technology September 2015 - Present
Rabobank February 2013 - September 2015
Rabobank September 2009 - February 2013
Rabobank March 2007 - September 2009
Rabobank October 2004 - February 2007
Rabobank September 1998 - October 2004
Merrill Lynch July 1996 - August 1998
Citi May 1995 - July 1996
Olympia & York May 1994 - April 1995
The New York Public Library March 1991 - May 1994
Skills
IT Service Management, IT Infrastructure..., Process Improvement, ITIL v3 Foundations..., Project Management, PRINCE2, Disaster Recovery, Management, Windows System..., MCSE 2003, A+ Certified..., Citrix, Windows Server, Active Directory, Microsoft Exchange, Tripwire, IIS, Blackberry Enterprise..., IT Hardware Support, IT Management, ITIL, Change Management, Vendor Management
Education
CUNY New York City College of Technology
Electromechanical Engineering
Eric Anton Eric Anton's Merrill Lynch Experience April 1999 - July 2009
Job Principal, Anton LeMieux Financial Group
Industry Investment Management
Experience
Anton LeMieux Financial Group July 2009 - Present
Merrill Lynch April 1999 - July 2009
Education
Northeastern University - Graduate School of Business Administration 1982 — 1984
MBA
Anton LeMieux Financial Group July 2009 - Present
Merrill Lynch April 1999 - July 2009
Education
Northeastern University - Graduate School of Business Administration 1982 — 1984
MBA
Dan Abbott Dan Abbott's Merrill Lynch Experience June 2007 - September 2007
Job MBA Candidate at UCLA Anderson
Industry Renewables & Environment
Experience
Alliance Consulting Group 2012 - 2014
Alliance Consulting Group 2010 - 2012
EnerNOC June 2009 - September 2009
Stryker Orthopaedics January 2009 - March 2009
Merrill Lynch June 2007 - September 2007
Skills
Financial Modeling, Business Strategy, Project Management, Market Research, Data Analysis, Financial Analysis, Due Diligence, Management Consulting, Strategy, Analytics, Presentations, Meeting Facilitation, Business Development, Analysis, Competitive Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
B.A., Engineering Sciences modified with Studio Art
Alliance Consulting Group 2012 - 2014
Alliance Consulting Group 2010 - 2012
EnerNOC June 2009 - September 2009
Stryker Orthopaedics January 2009 - March 2009
Merrill Lynch June 2007 - September 2007
Skills
Financial Modeling, Business Strategy, Project Management, Market Research, Data Analysis, Financial Analysis, Due Diligence, Management Consulting, Strategy, Analytics, Presentations, Meeting Facilitation, Business Development, Analysis, Competitive Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
B.A., Engineering Sciences modified with Studio Art
Chad Alan's Merrill Lynch Experience June 2000 - February 2001
Job Experienced Financial Professional
Industry Investment Management
Experience
Ten Talents Capital Managment October 2008 - May 2013
Simplified Financial Concepts May 2003 - September 2008
U-Save Auto Rental March 2001 - March 2003
Merrill Lynch June 2000 - February 2001
United States Marine Corps June 1996 - May 2000
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Accounting, Financial Statements, Corporate Tax, Payroll Taxes, Multi-State Sales Tax, Income Tax, Tax Returns, QuickBooks, Sage Line50, Qualified Retirement..., Employee Benefits, Financial Analysis, Risk Management, Financial Modeling, MS Excel Pivot Tables, Outlook Express, Team Management, Outside Sales, Equity Trading
Education
Dallas Baptist University 2003 — 2008
B.B.S., Finance, Mathematics
New England College 2012 — 2014
Master of Science (M.S.), Accounting
Ten Talents Capital Managment October 2008 - May 2013
Simplified Financial Concepts May 2003 - September 2008
U-Save Auto Rental March 2001 - March 2003
Merrill Lynch June 2000 - February 2001
United States Marine Corps June 1996 - May 2000
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Accounting, Financial Statements, Corporate Tax, Payroll Taxes, Multi-State Sales Tax, Income Tax, Tax Returns, QuickBooks, Sage Line50, Qualified Retirement..., Employee Benefits, Financial Analysis, Risk Management, Financial Modeling, MS Excel Pivot Tables, Outlook Express, Team Management, Outside Sales, Equity Trading
Education
Dallas Baptist University 2003 — 2008
B.B.S., Finance, Mathematics
New England College 2012 — 2014
Master of Science (M.S.), Accounting
Brian Solik, CRPC Brian Solik, CRPC's Merrill Lynch Experience 2000 - 2009
Job President and Founder, Wealth Preservation Strategies
Industry Financial Services
Experience
Wealth Preservation Strategies 2011 - Present
Jalinksi Advisory Group 2009 - 2011
Merrill Lynch 2000 - 2009
Skills
Investment Strategies, Retirement Planning, Investments, Wealth, Investment Advisory, Insurance, Financial Services, Securities, Wealth Management..., Wealth Management, Estate Planning, Financial Risk, 401k, Finance, Alternative Investments, Customer Service, Life Insurance, Portfolio Management, Financial Advisory, Financial Markets, Leadership, Small Business, Strategic Planning
Education
Dallas Theological Seminary 1987 — 1993
Masters of Theology
University of Michigan 1982 — 1985
Bachelor of Arts (B.A.), Science, Honors
Princeton University 1980 — 1982
Deerfield Academy
Wealth Preservation Strategies 2011 - Present
Jalinksi Advisory Group 2009 - 2011
Merrill Lynch 2000 - 2009
Skills
Investment Strategies, Retirement Planning, Investments, Wealth, Investment Advisory, Insurance, Financial Services, Securities, Wealth Management..., Wealth Management, Estate Planning, Financial Risk, 401k, Finance, Alternative Investments, Customer Service, Life Insurance, Portfolio Management, Financial Advisory, Financial Markets, Leadership, Small Business, Strategic Planning
Education
Dallas Theological Seminary 1987 — 1993
Masters of Theology
University of Michigan 1982 — 1985
Bachelor of Arts (B.A.), Science, Honors
Princeton University 1980 — 1982
Deerfield Academy
Christian Krieglsteiner Christian Krieglsteiner's Merrill Lynch Experience August 2010 - Present
Job Intern bei Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2010 - Present
Mercedes-Benz Hong Kong February 2008 - August 2008
Franz Eder Maschinenbau Kg. August 2006 - September 2006
Prof. Peter Krieglsteiner July 2001 - July 2006
Education
2009 — 2011
Master in Sciences, International Management
ESB Reutlingen 2009 — 2011
Master in Sciences, International Management
2008 — 2009
BA (hons) in International Business Management, International Management
HS Regensburg 2006 — 2009
Vordiplom, Europäische BWL
Merrill Lynch August 2010 - Present
Mercedes-Benz Hong Kong February 2008 - August 2008
Franz Eder Maschinenbau Kg. August 2006 - September 2006
Prof. Peter Krieglsteiner July 2001 - July 2006
Education
2009 — 2011
Master in Sciences, International Management
ESB Reutlingen 2009 — 2011
Master in Sciences, International Management
2008 — 2009
BA (hons) in International Business Management, International Management
HS Regensburg 2006 — 2009
Vordiplom, Europäische BWL
Carlos Martins, CPA Carlos Martins, CPA's Merrill Lynch Experience September 2009 - December 2009
Job Vice President, Accounting Operations Manager at MUFG Americas
Industry Accounting
Experience
MUFG Americas April 2015 - Present
KPMG US May 2014 - April 2015
KPMG US July 2013 - May 2014
KPMG US October 2011 - June 2013
KPMG US January 2011 - March 2011
Merrill Lynch September 2009 - December 2009
LVMH Watch & Jewelry June 2009 - August 2009
Skills
Financial Reporting, US GAAP, Financial Analysis, IFRS, J-SOX, Securitization, ABCP, Credit Risk, Auditing, Broker-Dealer Compliance, Internal Controls, Financial Accounting, Accounting, GAAP
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2011
M.S. MBA, Accounting and Business/Management
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelor of Science, Environmental and Business Economics
Seton Hall Preparatory School 2001 — 2005
MUFG Americas April 2015 - Present
KPMG US May 2014 - April 2015
KPMG US July 2013 - May 2014
KPMG US October 2011 - June 2013
KPMG US January 2011 - March 2011
Merrill Lynch September 2009 - December 2009
LVMH Watch & Jewelry June 2009 - August 2009
Skills
Financial Reporting, US GAAP, Financial Analysis, IFRS, J-SOX, Securitization, ABCP, Credit Risk, Auditing, Broker-Dealer Compliance, Internal Controls, Financial Accounting, Accounting, GAAP
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2011
M.S. MBA, Accounting and Business/Management
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelor of Science, Environmental and Business Economics
Seton Hall Preparatory School 2001 — 2005
Jeremy Ervin Jeremy Ervin's Merrill Lynch Experience July 2014 - Present
Job Market Sales Manager
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch September 2011 - July 2014
Morgan Stanley Smith Barney May 2010 - June 2011
HSBC Bank plc October 2007 - January 2010
Lloyds TSB February 2005 - September 2007
Barclays Bank October 2002 - February 2005
Bank of America January 2000 - June 2002
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Banking, Sales, Finance, Financial Advisory, Financial Services, Investment Advisory, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Uniform Combined State..., Relationship Management, Investment Strategies, Asset Allocation, Fixed Annuities, Loans, Credit, Wealth, Asset Management, Retail Banking, Residential Mortgages, Securities, Bonds, Investment Management, ETFs, Income Protection, Financial Planners, High Net Worth..., Time Management, Insurance, Coaching, Sales Management, Equities, Risk Management, Leadership, Customer Service, Management
Education
Dallas Baptist University 2000 — 2002
Bachelors, Business Studies (Finance)
Sandestin Academy 1995 — 1996
High School Diploma, Accounting and Finance
Merrill Lynch July 2014 - Present
Merrill Lynch September 2011 - July 2014
Morgan Stanley Smith Barney May 2010 - June 2011
HSBC Bank plc October 2007 - January 2010
Lloyds TSB February 2005 - September 2007
Barclays Bank October 2002 - February 2005
Bank of America January 2000 - June 2002
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Banking, Sales, Finance, Financial Advisory, Financial Services, Investment Advisory, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Uniform Combined State..., Relationship Management, Investment Strategies, Asset Allocation, Fixed Annuities, Loans, Credit, Wealth, Asset Management, Retail Banking, Residential Mortgages, Securities, Bonds, Investment Management, ETFs, Income Protection, Financial Planners, High Net Worth..., Time Management, Insurance, Coaching, Sales Management, Equities, Risk Management, Leadership, Customer Service, Management
Education
Dallas Baptist University 2000 — 2002
Bachelors, Business Studies (Finance)
Sandestin Academy 1995 — 1996
High School Diploma, Accounting and Finance
John Damiano, CRPC® John Damiano, CRPC®'s Merrill Lynch Experience August 2006 - Present
Job Senior Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2006 - Present
Morgan Stanley October 1997 - August 2006
Skills
Investment Advisory, Financial Planning, Investment Strategies, Asset Allocation, Retirement Planning, College Savings Plans, Retirement Plans, Retirement Income..., Retirement Services, Alternative Investments, Strategic Financial..., 401k, Portfolio Management, Asset Managment, Retirement Plan..., IRAs, 401k Rollovers, High Net Worth..., Mortgage Lending, Qualified Retirement..., Retirement, Wealth Accumulation, Investments, Tax, Estate Planning, Asset Management, Loans, Wealth, Wealth Management, Equities, Finance, Series 7, Series 63, Mutual Funds, Financial Advisory, Securities, Series 65, Life Insurance
Education
Cuyahoga Community College
Associate Degree, Business Management
Valley Forge High School
Merrill Lynch August 2006 - Present
Morgan Stanley October 1997 - August 2006
Skills
Investment Advisory, Financial Planning, Investment Strategies, Asset Allocation, Retirement Planning, College Savings Plans, Retirement Plans, Retirement Income..., Retirement Services, Alternative Investments, Strategic Financial..., 401k, Portfolio Management, Asset Managment, Retirement Plan..., IRAs, 401k Rollovers, High Net Worth..., Mortgage Lending, Qualified Retirement..., Retirement, Wealth Accumulation, Investments, Tax, Estate Planning, Asset Management, Loans, Wealth, Wealth Management, Equities, Finance, Series 7, Series 63, Mutual Funds, Financial Advisory, Securities, Series 65, Life Insurance
Education
Cuyahoga Community College
Associate Degree, Business Management
Valley Forge High School
Ronald Rapp Ronald Rapp's Merrill Lynch Experience 1985 - 1988
Job Managing Director Commercial Real Estate at Raymond James Bank
Industry Banking
Experience
Raymond James Bank June 2012 - Present
Allied Irish Bank (AIB) 2002 - 2011
Dresdner Kleinwort Wasserstein 1995 - 2002
Tokai Bank Limited 1994 - 1995
DG Bank 1989 - 1994
Southwestern Commercial Capital 1988 - 1989
Merrill Lynch 1985 - 1988
National Bank Shares Corporation 1983 - 1985
Skills
Strategic Leadership, Start-ups, Executive Management, Credit, Loan Structuring, Loans, Syndications, Workout, Debt, Mezzanine, Restructuring, Structuring, Structured Finance, Capital Markets, Commercial Banking, Credit Analysis, Corporate Finance, Project Finance, Portfolio Management, Real Estate Finance, Leveraged Finance, Financial Structuring, Real Estate Economics, Relationship Management, Commercial Mortgages, Commercial Lending, Debt Restructuring
Education
The University of Texas at Austin 1981 — 1983
MBA, Accounting and finance
Creighton University 1975 — 1979
BSBA, Finance
Raymond James Bank June 2012 - Present
Allied Irish Bank (AIB) 2002 - 2011
Dresdner Kleinwort Wasserstein 1995 - 2002
Tokai Bank Limited 1994 - 1995
DG Bank 1989 - 1994
Southwestern Commercial Capital 1988 - 1989
Merrill Lynch 1985 - 1988
National Bank Shares Corporation 1983 - 1985
Skills
Strategic Leadership, Start-ups, Executive Management, Credit, Loan Structuring, Loans, Syndications, Workout, Debt, Mezzanine, Restructuring, Structuring, Structured Finance, Capital Markets, Commercial Banking, Credit Analysis, Corporate Finance, Project Finance, Portfolio Management, Real Estate Finance, Leveraged Finance, Financial Structuring, Real Estate Economics, Relationship Management, Commercial Mortgages, Commercial Lending, Debt Restructuring
Education
The University of Texas at Austin 1981 — 1983
MBA, Accounting and finance
Creighton University 1975 — 1979
BSBA, Finance
Canela Greenwood Canela Greenwood's Merrill Lynch Experience March 2005 - January 2008
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc March 2008 - Present
Merrill Lynch March 2005 - January 2008
Education
Northeastern University 2001 — 2003
BA, Finance & International Business
D'Amore-McKim School of Business at Northeastern University
UBS Financial Services Inc March 2008 - Present
Merrill Lynch March 2005 - January 2008
Education
Northeastern University 2001 — 2003
BA, Finance & International Business
D'Amore-McKim School of Business at Northeastern University
Monica Sciuto's Merrill Lynch Experience 1997 - 2000
Job Project Manager at Community Hospital of the Monterey Peninsula
Industry Hospital & Health Care
Experience
Community Hospital of the Monterey Peninsula August 2014 - Present
Barton Memorial Hospital January 2006 - August 2014
Heavenly Mountain Resort (Vail Resorts) 2003 - 2006
Wells Fargo 2000 - 2003
Merrill Lynch 1997 - 2000
Central Contra Costa Sanitary District 1993 - 1995
Central Contra Costa Sanitary District 1993 - 1995
Skills
Social Media, Public Relations, Marketing Communications, Marketing Strategy, Event Planning, Media Relations, Event Management, Public Speaking, Social Media Marketing, Strategic Planning, Non-profits, Fundraising, Facebook, Editing, Microsoft Office, Email Marketing, Customer Service, Sales, Social Networking, Nonprofits, Community Outreach, Corporate Communications, Marketing, Leadership, Press Releases, Budgets, Strategic Communications
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Health Care Management and Finance Specialty
University of California, Davis 1994 — 1997
BS, Managerial Economics
Community Hospital of the Monterey Peninsula August 2014 - Present
Barton Memorial Hospital January 2006 - August 2014
Heavenly Mountain Resort (Vail Resorts) 2003 - 2006
Wells Fargo 2000 - 2003
Merrill Lynch 1997 - 2000
Central Contra Costa Sanitary District 1993 - 1995
Central Contra Costa Sanitary District 1993 - 1995
Skills
Social Media, Public Relations, Marketing Communications, Marketing Strategy, Event Planning, Media Relations, Event Management, Public Speaking, Social Media Marketing, Strategic Planning, Non-profits, Fundraising, Facebook, Editing, Microsoft Office, Email Marketing, Customer Service, Sales, Social Networking, Nonprofits, Community Outreach, Corporate Communications, Marketing, Leadership, Press Releases, Budgets, Strategic Communications
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Health Care Management and Finance Specialty
University of California, Davis 1994 — 1997
BS, Managerial Economics
G. Carter Bevan's Merrill Lynch Experience January 2000 - May 2001
Job Wealth Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management July 2003 - Present
State Street 2001 - 2003
Merrill Lynch January 2000 - May 2001
Skills
Wealth Management, Asset Allocation, Portfolio Management, Trading, Client Service, Investments, Excel, Financial Planning, Equities, Estate Planning, Alternative Investments, Bloomberg, Financial Services, Wealth Management..., Private Banking, Finance, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), International Business
University of Vermont
BA, Politicial Science - Int'l Foreign Policy
Salisbury School
BNY Mellon Wealth Management July 2003 - Present
State Street 2001 - 2003
Merrill Lynch January 2000 - May 2001
Skills
Wealth Management, Asset Allocation, Portfolio Management, Trading, Client Service, Investments, Excel, Financial Planning, Equities, Estate Planning, Alternative Investments, Bloomberg, Financial Services, Wealth Management..., Private Banking, Finance, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), International Business
University of Vermont
BA, Politicial Science - Int'l Foreign Policy
Salisbury School
Peter O'Hara Peter O'Hara's Merrill Lynch Experience 1995 - 1998
Job Lead Quality Engineer at Xceedium
Industry Computer & Network Security
Experience
Xceedium June 2009 - Present
Guardian Digital 2000 - 2009
UPS 1998 - 2000
Merrill Lynch 1995 - 1998
Kidder Peabody 1993 - 1995
AT&T Bell Labs 1990 - 1993
AT&T Bell Labs 1983 - 1990
Skills
Perl, Linux, MySQL, Unix, Quality Assurance, Testing, QTP, Quality Center, Cloud Computing, Shell Scripting, PKI, TCP/IP, Solaris, VMware, Integration, Virtualization, DNS, Operating Systems, Servers, Firewalls
Education
County College of Morris 1982 — 1983
A.A.S, Electrical Engineering Technology
Xceedium June 2009 - Present
Guardian Digital 2000 - 2009
UPS 1998 - 2000
Merrill Lynch 1995 - 1998
Kidder Peabody 1993 - 1995
AT&T Bell Labs 1990 - 1993
AT&T Bell Labs 1983 - 1990
Skills
Perl, Linux, MySQL, Unix, Quality Assurance, Testing, QTP, Quality Center, Cloud Computing, Shell Scripting, PKI, TCP/IP, Solaris, VMware, Integration, Virtualization, DNS, Operating Systems, Servers, Firewalls
Education
County College of Morris 1982 — 1983
A.A.S, Electrical Engineering Technology
Susan Jackson CPA Susan Jackson CPA's Merrill Lynch Experience January 1996 - March 2003
Job Product Controller
Industry Financial Services
Experience
Ally Financial Services June 2009 - Present
Societe Generale US February 2004 - October 2008
Merrill Lynch January 1996 - March 2003
Skills
MS Excel Pivot Tables, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Derivatives, Fund Accounting, Loans, Pivot Tables, Financial Statement..., Investment Banking, Balance Sheet
Education
CUNY York College 1989 — 1991
Bachelor of Science (BS), Accounting
Kingsborough Community College 1986 — 1989
AAS, Accounting
Ally Financial Services June 2009 - Present
Societe Generale US February 2004 - October 2008
Merrill Lynch January 1996 - March 2003
Skills
MS Excel Pivot Tables, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Derivatives, Fund Accounting, Loans, Pivot Tables, Financial Statement..., Investment Banking, Balance Sheet
Education
CUNY York College 1989 — 1991
Bachelor of Science (BS), Accounting
Kingsborough Community College 1986 — 1989
AAS, Accounting
Jackie Cheung Jackie Cheung's Merrill Lynch Experience 2001 - 2009
Job at Two Sigma Investments
Industry Investment Management
Experience
Two Sigma Investments August 2009 - Present
Merrill Lynch 2001 - 2009
Education
Dartmouth College
BA, Economics and Asian Studies
The Tuck School of Business at Dartmouth
MBA
Two Sigma Investments August 2009 - Present
Merrill Lynch 2001 - 2009
Education
Dartmouth College
BA, Economics and Asian Studies
The Tuck School of Business at Dartmouth
MBA
Tom Morabito, CFA Tom Morabito, CFA's Merrill Lynch Experience September 2013 - Present
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
New York City Area July 2011 - September 2013
Principal Global Investors August 2000 - June 2011
INVESCO October 1987 - August 2000
Skills
Equities, Bloomberg, Portfolio Management, Small Cap Value, Small Cap, Fundamental Research, Domestic Equity, Quantitative, Asset Management, Portfolio Construction, Investments, Equity Research, Investment Strategies, Portfolio Risk Analysis, Portfolio Optimization, Factset, Industry Analysis, Mutual Funds, Investment Advisory, Barra, Northfield, APT, Large Cap, Mid Cap Equities, SMA, Value Investing, Equity Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Bonds, Competitive Analysis, Research, ETFs, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1993
MBA, Finance
State University of New York College at Potsdam 1982 — 1987
BA, Economics
Merrill Lynch September 2013 - Present
New York City Area July 2011 - September 2013
Principal Global Investors August 2000 - June 2011
INVESCO October 1987 - August 2000
Skills
Equities, Bloomberg, Portfolio Management, Small Cap Value, Small Cap, Fundamental Research, Domestic Equity, Quantitative, Asset Management, Portfolio Construction, Investments, Equity Research, Investment Strategies, Portfolio Risk Analysis, Portfolio Optimization, Factset, Industry Analysis, Mutual Funds, Investment Advisory, Barra, Northfield, APT, Large Cap, Mid Cap Equities, SMA, Value Investing, Equity Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Bonds, Competitive Analysis, Research, ETFs, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1993
MBA, Finance
State University of New York College at Potsdam 1982 — 1987
BA, Economics
Eve Ravinett Eve Ravinett's Merrill Lynch Experience January 2009 - May 2009
Job Clinical Social Worker at Community Counseling and Mediation
Industry Individual & Family Services
Experience
Community Counseling and Mediation August 2014 - Present
Community Counseling and Mediation September 2013 - May 2014
Riverdale Mental Health Association 2012 - 2013
New York City Department of Health and Mental Hygiene 2012 - 2012
CBS News January 2011 - May 2011
Randa Accessories June 2010 - August 2010
NBCU iVillage January 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Curry College January 2007 - May 2009
Kateri Home May 2008 - August 2008
Skills
Recruiting, Public Speaking, Social Media, Marketing, Press Releases, Social Networking, Psychotherapy, Entertainment, Interviews, Community Outreach, Time Management, Event Planning
Education
NYU Silver School of Social Work 2012 — 2014
Master’s Degree, Social Work, 3.77
Hofstra University 2010 — 2011
Master’s Degree, Communication, 3.69
Curry College
Bachelor of Arts, Communication, 3.78
Community Counseling and Mediation August 2014 - Present
Community Counseling and Mediation September 2013 - May 2014
Riverdale Mental Health Association 2012 - 2013
New York City Department of Health and Mental Hygiene 2012 - 2012
CBS News January 2011 - May 2011
Randa Accessories June 2010 - August 2010
NBCU iVillage January 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Curry College January 2007 - May 2009
Kateri Home May 2008 - August 2008
Skills
Recruiting, Public Speaking, Social Media, Marketing, Press Releases, Social Networking, Psychotherapy, Entertainment, Interviews, Community Outreach, Time Management, Event Planning
Education
NYU Silver School of Social Work 2012 — 2014
Master’s Degree, Social Work, 3.77
Hofstra University 2010 — 2011
Master’s Degree, Communication, 3.69
Curry College
Bachelor of Arts, Communication, 3.78
Dennis Wooley Dennis Wooley's Merrill Lynch Experience January 1981 - January 1983
Job VP, trader at Niederrad Research Partners LP
Industry Financial Services
Experience
Niederrad Research, LP January 1998 - Present
Morgan Stanley January 1983 - January 1998
Merrill Lynch January 1981 - January 1983
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
Niederrad Research, LP January 1998 - Present
Morgan Stanley January 1983 - January 1998
Merrill Lynch January 1981 - January 1983
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
Lisa Posey Lisa Posey's Merrill Lynch Experience August 2007 - February 2009
Job ....
Industry Financial Services
Experience
Oppenheimer February 2011 - December 2013
Williams Financial Group January 2010 - February 2011
Merrill Lynch August 2007 - February 2009
Morgan Stanley December 2003 - August 2007
Southwest Securities January 2000 - December 2003
Education
Dallas County Community College 1994 — 1995
Office Technology
Oppenheimer February 2011 - December 2013
Williams Financial Group January 2010 - February 2011
Merrill Lynch August 2007 - February 2009
Morgan Stanley December 2003 - August 2007
Southwest Securities January 2000 - December 2003
Education
Dallas County Community College 1994 — 1995
Office Technology
Ed Sullivan's Merrill Lynch Experience January 2003 - May 2003
Job Business Development at Celent
Industry Insurance
Experience
Celent August 2015 - Present
Robert Half October 2011 - August 2015
Eaton Vance Management September 2009 - October 2011
Eaton Vance Management June 2006 - September 2009
State Street June 2005 - June 2006
State Street Corporation June 2003 - June 2005
Merrill Lynch January 2003 - May 2003
Skills
Mutual Funds, Securities, Bloomberg, Fixed Income, Investments, Contract Recruitment, Financial Recruiting, Recruiting, Alternative Investments, Management, Hedge Funds, Interviews, Finance, Temporary Placement, Banking, Asset Management, Portfolio Management, Equities, Financial Services, Derivatives, Relationship Management, Wealth Management, Series 7, Series 63, Investment Management, Trading, Financial Markets, Fund Administration, Term Loan
Education
Curry College 1999 — 2003
B.A., Business Management
Abington High 1996 — 1999
Celent August 2015 - Present
Robert Half October 2011 - August 2015
Eaton Vance Management September 2009 - October 2011
Eaton Vance Management June 2006 - September 2009
State Street June 2005 - June 2006
State Street Corporation June 2003 - June 2005
Merrill Lynch January 2003 - May 2003
Skills
Mutual Funds, Securities, Bloomberg, Fixed Income, Investments, Contract Recruitment, Financial Recruiting, Recruiting, Alternative Investments, Management, Hedge Funds, Interviews, Finance, Temporary Placement, Banking, Asset Management, Portfolio Management, Equities, Financial Services, Derivatives, Relationship Management, Wealth Management, Series 7, Series 63, Investment Management, Trading, Financial Markets, Fund Administration, Term Loan
Education
Curry College 1999 — 2003
B.A., Business Management
Abington High 1996 — 1999
J Jeremy Parks's Merrill Lynch Experience April 1996 - April 1998
Job Executive Vice President Jerome J Parks Companies
Industry Real Estate
Experience
Jerome J.Parks Companies April 1998 - Present
Amarach Group December 2014 - Present
TVM Real Estate Solutions March 2009 - December 2014
Merrill Lynch April 1996 - April 1998
Bear Stearns Asset Management November 1994 - April 1996
Skills
Foreclosures, Real Estate Economics, Real Estate, Property Management, Investment Properties, Residential Homes, Contract Negotiation, Real Estate Development, Brokerage, Real Estate Transactions, REO, Strategic Planning, Disposition, Land Acquisition, Investors, Sellers, Commercial Real Estate, Rentals, Corporate Real Estate, Leases, Entitlements, Location Intelligence, Single Family Homes, Selling, Tenant, Landlords, Due Diligence, Real Estate Financing, Condos, First Time Home Buyers, Small Business, Sales, Dispositions, Management, Marketing, Public Speaking, Investments, Marketing Strategy
Education
Curry College 1990 — 1994
BA, Business
International Marine Institute 1990 — 1990
Marina Management & Opperation
The Gunnery School 1986 — 1990
Jerome J.Parks Companies April 1998 - Present
Amarach Group December 2014 - Present
TVM Real Estate Solutions March 2009 - December 2014
Merrill Lynch April 1996 - April 1998
Bear Stearns Asset Management November 1994 - April 1996
Skills
Foreclosures, Real Estate Economics, Real Estate, Property Management, Investment Properties, Residential Homes, Contract Negotiation, Real Estate Development, Brokerage, Real Estate Transactions, REO, Strategic Planning, Disposition, Land Acquisition, Investors, Sellers, Commercial Real Estate, Rentals, Corporate Real Estate, Leases, Entitlements, Location Intelligence, Single Family Homes, Selling, Tenant, Landlords, Due Diligence, Real Estate Financing, Condos, First Time Home Buyers, Small Business, Sales, Dispositions, Management, Marketing, Public Speaking, Investments, Marketing Strategy
Education
Curry College 1990 — 1994
BA, Business
International Marine Institute 1990 — 1990
Marina Management & Opperation
The Gunnery School 1986 — 1990
Cheryl Lee Caval Cheryl Lee Caval's Merrill Lynch Experience February 2005 - December 2008
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank December 2008 - Present
Merrill Lynch February 2005 - December 2008
PSS May 2000 - January 2005
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Securities, Risk Management, Microsoft Excel, Investment Banking
Education
University of Redlands 1989 — 1991
BA, Comparative Literature
Curry College 1987 — 1989
BA, English
Deutsche Bank December 2008 - Present
Merrill Lynch February 2005 - December 2008
PSS May 2000 - January 2005
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Securities, Risk Management, Microsoft Excel, Investment Banking
Education
University of Redlands 1989 — 1991
BA, Comparative Literature
Curry College 1987 — 1989
BA, English
Nicole Caggiano's Merrill Lynch Experience January 2012 - May 2012
Job Project Coordinator
Industry Marketing and Advertising
Experience
Peloton Advantage March 2014 - Present
ICC Lowe January 2013 - March 2014
Enterprise Rent-A-Car May 2012 - January 2013
Merrill Lynch January 2012 - May 2012
Skills
Management, Customer Service, Teamwork, Time Management, B2B, Communication, Leadership, PowerPoint, Microsoft Office, Team Leadership, Event Planning, Social Media Marketing, Sales, Microsoft Excel, Social Networking, Recruiting, Advertising, Marketing, Marketing Communications
Education
Montclair State University 2011 — 2012
Bachelor of Science, Business Marketing
County College of Morris 2008 — 2010
AS, Business Administration
Peloton Advantage March 2014 - Present
ICC Lowe January 2013 - March 2014
Enterprise Rent-A-Car May 2012 - January 2013
Merrill Lynch January 2012 - May 2012
Skills
Management, Customer Service, Teamwork, Time Management, B2B, Communication, Leadership, PowerPoint, Microsoft Office, Team Leadership, Event Planning, Social Media Marketing, Sales, Microsoft Excel, Social Networking, Recruiting, Advertising, Marketing, Marketing Communications
Education
Montclair State University 2011 — 2012
Bachelor of Science, Business Marketing
County College of Morris 2008 — 2010
AS, Business Administration
Alec Clarke Alec Clarke's Merrill Lynch Experience 1991 - 2006
Job Head of Software Development ICM at Dealogic
Industry Financial Services
Experience
Dealogic September 2009 - Present
UBS September 2006 - April 2009
Merrill Lynch 1991 - 2006
Wells Fargo Bank 1984 - 1991
Crocker National Bank 1980 - 1984
Skills
Fixed Income, Equities, Market Data, Trading Systems, Capital Markets, CRM, Event Management, Product Management, Product Development, Management, Investment Banking, Trading, Outsourcing, Banking, Electronic Trading, Risk Management, Software Development, Business Strategy, IT Strategy, Business Analysis, Vendor Management, Management Consulting, Software Project..., Program Management, Requirements Gathering, SDLC, Financial Services, Enterprise Architecture, Agile Methodologies, Agile Project Management, Requirements Analysis, Project Portfolio..., IT Management
Education
Dartmouth College 1976 — 1980
Bexley High School 1974 — 1976
Ballard High School 1972 — 1974
Dealogic September 2009 - Present
UBS September 2006 - April 2009
Merrill Lynch 1991 - 2006
Wells Fargo Bank 1984 - 1991
Crocker National Bank 1980 - 1984
Skills
Fixed Income, Equities, Market Data, Trading Systems, Capital Markets, CRM, Event Management, Product Management, Product Development, Management, Investment Banking, Trading, Outsourcing, Banking, Electronic Trading, Risk Management, Software Development, Business Strategy, IT Strategy, Business Analysis, Vendor Management, Management Consulting, Software Project..., Program Management, Requirements Gathering, SDLC, Financial Services, Enterprise Architecture, Agile Methodologies, Agile Project Management, Requirements Analysis, Project Portfolio..., IT Management
Education
Dartmouth College 1976 — 1980
Bexley High School 1974 — 1976
Ballard High School 1972 — 1974
Erin Henn Erin Henn's Merrill Lynch Experience March 2013 - June 2013
Job Consultant at Capgemini Consulting
Industry Management Consulting
Experience
Department of Justice Office of International Affiars June 2013 - August 2013
Merrill Lynch March 2013 - June 2013
Skills
Creative Problem Solving, Teamwork, Written & Verbal..., Client Relations Skills, Quantitative, Research, Stata, Microsoft Excel, Microsoft Office, French, Modern Standard Arabic
Education
Dartmouth College
Bachelor's Degree, Economics; Minor in International Studies
Department of Justice Office of International Affiars June 2013 - August 2013
Merrill Lynch March 2013 - June 2013
Skills
Creative Problem Solving, Teamwork, Written & Verbal..., Client Relations Skills, Quantitative, Research, Stata, Microsoft Excel, Microsoft Office, French, Modern Standard Arabic
Education
Dartmouth College
Bachelor's Degree, Economics; Minor in International Studies
Jackie French's Merrill Lynch Experience October 1988 - May 1990
Job Sr. Staff Buyer at Broadcom
Industry Electrical/Electronic Manufacturing
Experience
Broadcom July 2011 - Present
Ascom network testing inc. October 2003 - July 2011
Comarco Inc. October 2003 - January 2009
D & D Technologies, Inc. August 2002 - August 2003
TROY Group, Inc. March 2001 - July 2002
GoldenRAM November 1998 - March 2001
Simple Technologies, Inc. September 1996 - December 1998
HID Global September 1995 - September 1996
Star Trac June 1992 - July 1995
Merrill Lynch October 1988 - May 1990
Skills
Procurement, Purchasing, Planning, Logistics, Electronics, Inventory Management, Negotiation, Supplier Management, Strategic Planning, Supply Chain Management, Forecasting, Supply Chain, Problem Solving, Product Management, Product Development, Sourcing, ERP, Contract Negotiations, Contract Negotiation, Microsoft Office, Excel, Team Building, Word, Vendor Relations, Team Management, Contract Management, SAP, Manufacturing, Telecommunications, Inventory Control, Program Management, MRP, Vendor Management, Operations Management, Team Leadership, Supply Management, Project Planning, Global Sourcing, Microsoft Excel, Strategic Sourcing, Materials Management, Engineering, Supplier Negotiation, Sales, Pricing, Testing, Warehousing, E-procurement, Management, Contract Manufacturing
Education
Coastline 1992 — 1996
Purchasing Certificate, Purchasing, Procurement/Acquisitions and Contracts Management
Cypress College 1981 — 1986
AA, Accounting
Broadcom July 2011 - Present
Ascom network testing inc. October 2003 - July 2011
Comarco Inc. October 2003 - January 2009
D & D Technologies, Inc. August 2002 - August 2003
TROY Group, Inc. March 2001 - July 2002
GoldenRAM November 1998 - March 2001
Simple Technologies, Inc. September 1996 - December 1998
HID Global September 1995 - September 1996
Star Trac June 1992 - July 1995
Merrill Lynch October 1988 - May 1990
Skills
Procurement, Purchasing, Planning, Logistics, Electronics, Inventory Management, Negotiation, Supplier Management, Strategic Planning, Supply Chain Management, Forecasting, Supply Chain, Problem Solving, Product Management, Product Development, Sourcing, ERP, Contract Negotiations, Contract Negotiation, Microsoft Office, Excel, Team Building, Word, Vendor Relations, Team Management, Contract Management, SAP, Manufacturing, Telecommunications, Inventory Control, Program Management, MRP, Vendor Management, Operations Management, Team Leadership, Supply Management, Project Planning, Global Sourcing, Microsoft Excel, Strategic Sourcing, Materials Management, Engineering, Supplier Negotiation, Sales, Pricing, Testing, Warehousing, E-procurement, Management, Contract Manufacturing
Education
Coastline 1992 — 1996
Purchasing Certificate, Purchasing, Procurement/Acquisitions and Contracts Management
Cypress College 1981 — 1986
AA, Accounting
Anthony LaBarbera's Merrill Lynch Experience 2004 - 2005
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2013 - Present
BlackRock February 1995 - October 2013
Merrill Lynch 2004 - 2005
Skills
Middle Office, Fund Accounting, Securities Lending, Hedge Funds, Corporate Actions, Mutual Funds, Fixed Income, Equities, Alternative Investments, Back Office, Derivatives, Securities, Asset Management, Capital Markets, Bonds, ETFs, Swaps, Investment Management, Prime Brokerage, Trading Systems, Options, FX Options, Equity Derivatives, Credit Derivatives, Settlement, Interest Rate..., Collateral Management, Operational Risk..., Valuation, CDS, Bloomberg, Structured Products
Education
Northeastern University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
SBHS
University of Phoenix
Bachelor of Science, Accounting
Morgan Stanley Investment Management October 2013 - Present
BlackRock February 1995 - October 2013
Merrill Lynch 2004 - 2005
Skills
Middle Office, Fund Accounting, Securities Lending, Hedge Funds, Corporate Actions, Mutual Funds, Fixed Income, Equities, Alternative Investments, Back Office, Derivatives, Securities, Asset Management, Capital Markets, Bonds, ETFs, Swaps, Investment Management, Prime Brokerage, Trading Systems, Options, FX Options, Equity Derivatives, Credit Derivatives, Settlement, Interest Rate..., Collateral Management, Operational Risk..., Valuation, CDS, Bloomberg, Structured Products
Education
Northeastern University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
SBHS
University of Phoenix
Bachelor of Science, Accounting
Reeta Basak Reeta Basak's Merrill Lynch Experience May 2007 - August 2007
Job Senior Staff Accountant
Industry Accounting
Experience
Santander Consumer USA Inc. November 2013 - Present
Cox Enterprises February 2012 - October 2013
Cox Enterprises October 2009 - January 2012
UPS October 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Citi January 2000 - June 2006
Skills
Account Reconciliation, Invoicing, Access, Accounting, Financial Analysis, Accruals, Journal Entries, Microsoft Excel, Finance, Spreadsheets, Management, Oracle, IBM iSeries, Payments, Balance Sheet
Education
Montclair State University 2006 — 2008
BS, Finance and Economics
County College of Morris 2002 — 2006
Associates in Business Administration, Business Administration and Management, General
Santander Consumer USA Inc. November 2013 - Present
Cox Enterprises February 2012 - October 2013
Cox Enterprises October 2009 - January 2012
UPS October 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Citi January 2000 - June 2006
Skills
Account Reconciliation, Invoicing, Access, Accounting, Financial Analysis, Accruals, Journal Entries, Microsoft Excel, Finance, Spreadsheets, Management, Oracle, IBM iSeries, Payments, Balance Sheet
Education
Montclair State University 2006 — 2008
BS, Finance and Economics
County College of Morris 2002 — 2006
Associates in Business Administration, Business Administration and Management, General
Loan Dao Loan Dao's Merrill Lynch Experience 2011 - August 2011
Job Law Clerk at Beitchman & Zekian, PC
Industry Law Practice
Experience
Beitchman & Zekian, PC August 2015 - Present
Van Nuys Courthouse June 2015 - August 2015
Red Hat Society January 2015 - May 2015
Hylands Law Firm June 2014 - July 2014
Law Offices of Philip R. Brown March 2012 - July 2013
Merrill Lynch 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, Research, Westlaw, Social Media
Education
Whittier Law School 2013 — 2016
Juris Doctor (J.D.), Business and Intellectual Property
University of Hawaii at Manoa 2008 — 2011
Bachelor's Degree, Business Management; International Business; Management Information Systems
Creighton University 2007 — 2008
Bachelor's Degree, Business
Beitchman & Zekian, PC August 2015 - Present
Van Nuys Courthouse June 2015 - August 2015
Red Hat Society January 2015 - May 2015
Hylands Law Firm June 2014 - July 2014
Law Offices of Philip R. Brown March 2012 - July 2013
Merrill Lynch 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, Research, Westlaw, Social Media
Education
Whittier Law School 2013 — 2016
Juris Doctor (J.D.), Business and Intellectual Property
University of Hawaii at Manoa 2008 — 2011
Bachelor's Degree, Business Management; International Business; Management Information Systems
Creighton University 2007 — 2008
Bachelor's Degree, Business
Adam Merritt's Merrill Lynch Experience June 2007 - December 2007
Job US Hedge Fund Technology Sales
Industry Financial Services
Experience
Indus Valley Partners May 2013 - Present
Bubble Foundation June 2013 - Present
State Street February 2011 - May 2013
Credit Suisse July 2008 - November 2010
Credit Suisse July 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
Hedge Funds, Equities, Fixed Income, Structured Products, Investments, Bloomberg, Sales, ABS, Trading Systems, Financial Analysis, Financial Technology, Data Warehousing, Bank Reconciliation, Banking, Derivatives, Alternative Investments, Microsoft Word, Finance, Capital Markets, Account Management, PowerPoint, FactSet, Microsoft Excel, Asset Management, Portfolio Management, Microsoft Office, Data Analysis, Securities, Java
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2010
Bachelor’s Degree
Indus Valley Partners May 2013 - Present
Bubble Foundation June 2013 - Present
State Street February 2011 - May 2013
Credit Suisse July 2008 - November 2010
Credit Suisse July 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
Hedge Funds, Equities, Fixed Income, Structured Products, Investments, Bloomberg, Sales, ABS, Trading Systems, Financial Analysis, Financial Technology, Data Warehousing, Bank Reconciliation, Banking, Derivatives, Alternative Investments, Microsoft Word, Finance, Capital Markets, Account Management, PowerPoint, FactSet, Microsoft Excel, Asset Management, Portfolio Management, Microsoft Office, Data Analysis, Securities, Java
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2010
Bachelor’s Degree
Joseph Scorsone's Merrill Lynch Experience November 2014 - Present
Job Financial Adviser
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
TD June 2013 - November 2014
Salvatore Ferragamo March 2013 - June 2013
J&F Fabricators April 2010 - September 2012
PNC April 2010 - April 2012
TD July 2007 - April 2010
Skills
Microsoft Word, Microsoft Excel, Outlook, Mac OS X, Lotus Notes, Webmail, Photoshop, Illustrator, Customer Service, Sales
Education
County College of Morris 2011 — 2014
Business Administration and Management, General
Hanover Park High School 2005 — 2008
Clifton High School 2004 — 2005
Merrill Lynch November 2014 - Present
TD June 2013 - November 2014
Salvatore Ferragamo March 2013 - June 2013
J&F Fabricators April 2010 - September 2012
PNC April 2010 - April 2012
TD July 2007 - April 2010
Skills
Microsoft Word, Microsoft Excel, Outlook, Mac OS X, Lotus Notes, Webmail, Photoshop, Illustrator, Customer Service, Sales
Education
County College of Morris 2011 — 2014
Business Administration and Management, General
Hanover Park High School 2005 — 2008
Clifton High School 2004 — 2005
Cody Franklin's Merrill Lynch Experience February 2012 - May 2013
Job Family Pastor at Skillman Bible Church
Industry Religious Institutions
Experience
Skillman Bible Church September 2014 - Present
Need Him Global Ministries October 2014 - Present
Frisco Bible Church June 2013 - May 2014
Merrill Lynch February 2012 - May 2013
Olive Garden (Darden Restaurants) May 2011 - January 2012
Skills
Teamwork, Customer Service, Time Management, Sales, Microsoft Office, Oral & Written..., Exceptional Listener, Critical Thinking, Persuasive Presentation..., Document Management, Integrity, Organization, Leadership, Management, PowerPoint, Financial Analysis, Microsoft Excel, Public Speaking, Outlook
Education
Dallas Theological Seminary 2014 — 2017
MA
University of Texas at Tyler
Bachelor of Business Administration (B.B.A.), Finance
Skillman Bible Church September 2014 - Present
Need Him Global Ministries October 2014 - Present
Frisco Bible Church June 2013 - May 2014
Merrill Lynch February 2012 - May 2013
Olive Garden (Darden Restaurants) May 2011 - January 2012
Skills
Teamwork, Customer Service, Time Management, Sales, Microsoft Office, Oral & Written..., Exceptional Listener, Critical Thinking, Persuasive Presentation..., Document Management, Integrity, Organization, Leadership, Management, PowerPoint, Financial Analysis, Microsoft Excel, Public Speaking, Outlook
Education
Dallas Theological Seminary 2014 — 2017
MA
University of Texas at Tyler
Bachelor of Business Administration (B.B.A.), Finance
George Lollis George Lollis's Merrill Lynch Experience December 1990 - March 1999
Job Managing Partner at Accredited Fiduciary Advisors, LLC
Industry Investment Management
Experience
Accredited Fiduciary Advisors, LLC March 2015 - Present
Prospera Financial November 2003 - Present
UBS Wealth Management April 1999 - December 2003
Merrill Lynch December 1990 - March 1999
IFP, Incorporated February 1988 - October 1990
WPRC Securities, Inc November 1984 - March 1988
MGA Securities November 1983 - March 1984
Skills
Fiduciary Services, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Financial Planning, Financial Analysis, Financial Services, Fiduciary Audit, Valuation, Wealth Management
Education
Dallas Baptist University
Bachelor of Business Studies, Finance, Magnum Cum Laude
Accredited Fiduciary Advisors, LLC March 2015 - Present
Prospera Financial November 2003 - Present
UBS Wealth Management April 1999 - December 2003
Merrill Lynch December 1990 - March 1999
IFP, Incorporated February 1988 - October 1990
WPRC Securities, Inc November 1984 - March 1988
MGA Securities November 1983 - March 1984
Skills
Fiduciary Services, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Financial Planning, Financial Analysis, Financial Services, Fiduciary Audit, Valuation, Wealth Management
Education
Dallas Baptist University
Bachelor of Business Studies, Finance, Magnum Cum Laude
Michelle Fuller Michelle Fuller's Merrill Lynch Experience August 2009 - January 2011
Job Quality Control / Network Technical Support
Industry Information Technology and Services
Experience
HP Enterprise Services February 2011 - December 2014
Merrill Lynch August 2009 - January 2011
Merrill Lynch January 2007 - August 2009
Merrill Lynch October 2005 - January 2007
Inductis 2003 - 2005
Merrill Lynch May 2000 - October 2001
Merrill Lynch December 1997 - May 2000
Merrill Lynch May 1995 - December 1997
Merrill Lynch January 1990 - May 1995
Skills
Vendor Management, Data Center, ITIL, Disaster Recovery, IT Strategy, IT Service Management, Service Delivery, Business Analysis, IT Management, Outsourcing, Program Management, Incident Management, Risk Management, Project Management, Visio, Process Improvement, Telecommunications, Troubleshooting, Network Monitoring Tools, Triage, Cisco Routers, Switches, MS Project, Business Process, Routers, Servers, Management, Technical Support, IT Operations, CRM, Firewalls, Hardware, Cross-functional Team..., Integration, Routing, Cisco Technologies, Help Desk Support, Security, Network Architecture, WAN, System Deployment, Active Directory, VPN, Virtualization, VoIP, TCP/IP, System Administration, Network Security, BMC Remedy, Windows Server
Education
CUNY New York City College of Technology
Telecommunications Technology/Technician
New Jersey City University
Business Administration, 3.5
Upsala College
Business Administration
theknowledgeacademy
HP Enterprise Services February 2011 - December 2014
Merrill Lynch August 2009 - January 2011
Merrill Lynch January 2007 - August 2009
Merrill Lynch October 2005 - January 2007
Inductis 2003 - 2005
Merrill Lynch May 2000 - October 2001
Merrill Lynch December 1997 - May 2000
Merrill Lynch May 1995 - December 1997
Merrill Lynch January 1990 - May 1995
Skills
Vendor Management, Data Center, ITIL, Disaster Recovery, IT Strategy, IT Service Management, Service Delivery, Business Analysis, IT Management, Outsourcing, Program Management, Incident Management, Risk Management, Project Management, Visio, Process Improvement, Telecommunications, Troubleshooting, Network Monitoring Tools, Triage, Cisco Routers, Switches, MS Project, Business Process, Routers, Servers, Management, Technical Support, IT Operations, CRM, Firewalls, Hardware, Cross-functional Team..., Integration, Routing, Cisco Technologies, Help Desk Support, Security, Network Architecture, WAN, System Deployment, Active Directory, VPN, Virtualization, VoIP, TCP/IP, System Administration, Network Security, BMC Remedy, Windows Server
Education
CUNY New York City College of Technology
Telecommunications Technology/Technician
New Jersey City University
Business Administration, 3.5
Upsala College
Business Administration
theknowledgeacademy
Donna Bernsdorf Donna Bernsdorf's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Wells Fargo Advisors April 2009 - 2011
Skills
Series 7, Retirement Planning, Long-term Care, Uniform Combined State..., Investments, Insurance, Finance, Financial Advisory, Small Business, Mutual Funds, Retirement, IRAs, 401k, Series 66, Certified Special Needs...
Education
Cuyahoga Community College
Associates, Liberal Arts, Cum Laude
Wells Fargo University
Merrill Lynch October 2011 - Present
Wells Fargo Advisors April 2009 - 2011
Skills
Series 7, Retirement Planning, Long-term Care, Uniform Combined State..., Investments, Insurance, Finance, Financial Advisory, Small Business, Mutual Funds, Retirement, IRAs, 401k, Series 66, Certified Special Needs...
Education
Cuyahoga Community College
Associates, Liberal Arts, Cum Laude
Wells Fargo University
Chris Seo Chris Seo's Merrill Lynch Experience June 2012 - July 2012
Job Associate of Finance at StreetShares
Industry Financial Services
Experience
StreetShares September 2014 - Present
Merrill Lynch June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Public Speaking, Event Planning, Time Management, Creative Writing, Higher Education, Data Analysis, Data Entry, Public Relations, Nonprofits, Spanish, Social Media, Teamwork, Facebook, Fundraising
Education
Covenant College 2010 — 2014
Bachelor's degree, Economics
StreetShares September 2014 - Present
Merrill Lynch June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Public Speaking, Event Planning, Time Management, Creative Writing, Higher Education, Data Analysis, Data Entry, Public Relations, Nonprofits, Spanish, Social Media, Teamwork, Facebook, Fundraising
Education
Covenant College 2010 — 2014
Bachelor's degree, Economics
Sheila Reed Sheila Reed's Merrill Lynch Experience 1996 - 1998
Job
Industry Investment Management
Experience
Merrill Lynch 1996 - 1998
Bank of America 1982 - 1995
Northern Trust Corporation 1986 - 1988
Skills
Wealth Management, Investments, Investment Management, Wealth, Estate Planning, Banking
Education
Southern Methodist University 1988 — 2000
attended graduate courses, marketing, and legal
Dallas Baptist University 1979 — 1984
Bachelor's degree, Finance, General, Magna Cum Laude
Merrill Lynch 1996 - 1998
Bank of America 1982 - 1995
Northern Trust Corporation 1986 - 1988
Skills
Wealth Management, Investments, Investment Management, Wealth, Estate Planning, Banking
Education
Southern Methodist University 1988 — 2000
attended graduate courses, marketing, and legal
Dallas Baptist University 1979 — 1984
Bachelor's degree, Finance, General, Magna Cum Laude
Diana Liedl Diana Liedl's Merrill Lynch Experience June 2006 - August 2006
Job Photographer for Diana Liedl Photography
Industry Graphic Design
Experience
D. Librandy Graphics January 2011 - Present
Proforma BrandCentric Solutions 2005 - Present
American Standard 2012 - 2012
Phillips Safety Products November 2010 - October 2011
Firmenich 2010 - 2010
Siemens October 2007 - October 2008
Creative Marketing Alliance August 2006 - September 2007
Merrill Lynch June 2006 - August 2006
Lenox, Incorporated May 1998 - June 2006
Digicon Imaging Corporation May 1998 - August 1999
Skills
Creative Direction, Adobe Creative Suite, Direct Mail, Logo Design, Advertising, Graphic Design, Layout, Brochures, Art Direction, Email Marketing, Corporate Identity, Packaging, Graphics, Catalogs
Education
County College of Morris 1996 — 1998
Graphic Design
Union County Vo-tech 1994 — 1996
Degree, Commerical Art
DeVry North Brunswick New Jersey
Web Design
SPFHS
D. Librandy Graphics January 2011 - Present
Proforma BrandCentric Solutions 2005 - Present
American Standard 2012 - 2012
Phillips Safety Products November 2010 - October 2011
Firmenich 2010 - 2010
Siemens October 2007 - October 2008
Creative Marketing Alliance August 2006 - September 2007
Merrill Lynch June 2006 - August 2006
Lenox, Incorporated May 1998 - June 2006
Digicon Imaging Corporation May 1998 - August 1999
Skills
Creative Direction, Adobe Creative Suite, Direct Mail, Logo Design, Advertising, Graphic Design, Layout, Brochures, Art Direction, Email Marketing, Corporate Identity, Packaging, Graphics, Catalogs
Education
County College of Morris 1996 — 1998
Graphic Design
Union County Vo-tech 1994 — 1996
Degree, Commerical Art
DeVry North Brunswick New Jersey
Web Design
SPFHS
Dylan Maguire, CPA Dylan Maguire, CPA's Merrill Lynch Experience July 2008 - December 2008
Job Senior Auditor at MFA Moody, Famiglietti & Andronico
Industry Accounting
Experience
MFA - Moody, Famiglietti & Andronico July 2012 - Present
MFA - Moody, Famiglietti & Andronico October 2010 - June 2012
PowerAdvocate June 2009 - September 2010
Merrill Lynch July 2008 - December 2008
Pioneer Investments July 2007 - January 2008
Skills
Excel, Financial Statements, Accounting, Payroll, PeopleSoft, PowerPoint, Microsoft Word, Valuation, Peachtree, Finance, Research, Data Analysis, Invoicing, Oracle Discoverer, Account Reconciliation, Accounts Receivable, Financial Reporting, Financial Analysis, Financial Modeling, QuickBooks, Auditing, Analysis, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2010
MSA, Accounting
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration; Accounting
MFA - Moody, Famiglietti & Andronico July 2012 - Present
MFA - Moody, Famiglietti & Andronico October 2010 - June 2012
PowerAdvocate June 2009 - September 2010
Merrill Lynch July 2008 - December 2008
Pioneer Investments July 2007 - January 2008
Skills
Excel, Financial Statements, Accounting, Payroll, PeopleSoft, PowerPoint, Microsoft Word, Valuation, Peachtree, Finance, Research, Data Analysis, Invoicing, Oracle Discoverer, Account Reconciliation, Accounts Receivable, Financial Reporting, Financial Analysis, Financial Modeling, QuickBooks, Auditing, Analysis, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2010
MSA, Accounting
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration; Accounting
Patricia Koch's Merrill Lynch Experience 1997 - 1998
Job Consultant at KPMG
Industry Management Consulting
Experience
KPMG May 2015 - Present
PAM Enterprises, Inc 2002 - Present
Sharpe, Kawam, Carmosino & Co., LLC January 2015 - April 2015
KPMG 2007 - 2010
AIG 2003 - 2004
Prudential Financial 1998 - 2002
Merrill Lynch 1997 - 1998
INTERSOLV Service Direct 1995 - 1997
Army National Guard 1988 - 1996
Booz Allen Hamilton 1992 - 1995
Skills
Leadership, Project Management, Process Improvement, Management, Analysis, PowerPoint, Microsoft Excel, Training, ITIL v3 Foundations..., CMM, CMMI, IDEF, Microsoft Word, SharePoint, Change Management, Software Configuration..., Logical Data Modeling, MS Project, Visio, Access, Outlook, Windows Server, Mac OS, Google Chrome, QuickBooks, PVCS, XCM, Document Management, Scrum, CSM
Education
Thomas Edison State College 1991 — 1994
Bachelor's Degree, Natural Science & Math
County College of Morris 1988 — 1991
Associate's Degree, Management Information Systems
KPMG May 2015 - Present
PAM Enterprises, Inc 2002 - Present
Sharpe, Kawam, Carmosino & Co., LLC January 2015 - April 2015
KPMG 2007 - 2010
AIG 2003 - 2004
Prudential Financial 1998 - 2002
Merrill Lynch 1997 - 1998
INTERSOLV Service Direct 1995 - 1997
Army National Guard 1988 - 1996
Booz Allen Hamilton 1992 - 1995
Skills
Leadership, Project Management, Process Improvement, Management, Analysis, PowerPoint, Microsoft Excel, Training, ITIL v3 Foundations..., CMM, CMMI, IDEF, Microsoft Word, SharePoint, Change Management, Software Configuration..., Logical Data Modeling, MS Project, Visio, Access, Outlook, Windows Server, Mac OS, Google Chrome, QuickBooks, PVCS, XCM, Document Management, Scrum, CSM
Education
Thomas Edison State College 1991 — 1994
Bachelor's Degree, Natural Science & Math
County College of Morris 1988 — 1991
Associate's Degree, Management Information Systems
Mroczkowski Maria Mroczkowski Maria's Merrill Lynch Experience February 2010 - May 2010
Job Director of Sales at Radisson
Industry Hospitality
Experience
Radisson November 2013 - November 2014
Radisson September 2012 - October 2013
Radisson December 2011 - September 2012
Delta Air Lines January 2007 - December 2011
Merrill Lynch February 2010 - May 2010
County College of Morris January 2006 - January 2008
New York and Company February 2005 - January 2007
Royal Imera S.r.l. Fiesta Hotels & Resorts January 2001 - January 2004
Skills
Revenue Analysis, Front Office, Hotels, Hospitality, Hospitality Industry, Hotel Management, Tourism, Yield Management, Customer Service, Budgets, Revenue Forecasting, Hospitality Management, Hotel Booking, Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office, Time Management, Sales, Management
Education
Montclair State University 2008 — 2011
Bachelor of Applied Science (BASc), Accounting and Finance
County College of Morris 2006 — 2008
AS, Business Administration
Radisson November 2013 - November 2014
Radisson September 2012 - October 2013
Radisson December 2011 - September 2012
Delta Air Lines January 2007 - December 2011
Merrill Lynch February 2010 - May 2010
County College of Morris January 2006 - January 2008
New York and Company February 2005 - January 2007
Royal Imera S.r.l. Fiesta Hotels & Resorts January 2001 - January 2004
Skills
Revenue Analysis, Front Office, Hotels, Hospitality, Hospitality Industry, Hotel Management, Tourism, Yield Management, Customer Service, Budgets, Revenue Forecasting, Hospitality Management, Hotel Booking, Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office, Time Management, Sales, Management
Education
Montclair State University 2008 — 2011
Bachelor of Applied Science (BASc), Accounting and Finance
County College of Morris 2006 — 2008
AS, Business Administration
Chad Hollis's Merrill Lynch Experience June 2011 - August 2011
Job Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2014 - Present
Grannix Corp May 2013 - Present
Putnam Investments July 2012 - February 2014
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Leadership, Social Media, PowerPoint, Data Analysis, Microsoft Excel, Public Speaking, Spanish, Analysis, Market Research, Microsoft Word, Financial Analysis, Java, Nonprofits, Relationship Management, Photoshop, C++, Visual Basic, Social Media Marketing, Editing, Strategic Planning, Access, Marketing
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Government and Economics
Phillips Academy Andover 2005 — 2008
High School
Lake Mary High School 2004 — 2005
High School
Putnam Investments February 2014 - Present
Grannix Corp May 2013 - Present
Putnam Investments July 2012 - February 2014
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Leadership, Social Media, PowerPoint, Data Analysis, Microsoft Excel, Public Speaking, Spanish, Analysis, Market Research, Microsoft Word, Financial Analysis, Java, Nonprofits, Relationship Management, Photoshop, C++, Visual Basic, Social Media Marketing, Editing, Strategic Planning, Access, Marketing
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Government and Economics
Phillips Academy Andover 2005 — 2008
High School
Lake Mary High School 2004 — 2005
High School
Tom Alessi Tom Alessi's Merrill Lynch Experience 2009 - 2010
Job New England’s Personal Finance and Investment Expert
Industry Investment Management
Experience
Platinum Wealth Partners Inc 2011 - Present
Platinum Wealth Partners Inc 2011 - 2011
Merrill Lynch 2009 - 2010
Citi February 2007 - June 2009
Bank of America May 1994 - February 2007
CIBC Wood Gundy 1992 - 1994
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts, Amherst 1981 — 1985
Bs, economics
Platinum Wealth Partners Inc 2011 - Present
Platinum Wealth Partners Inc 2011 - 2011
Merrill Lynch 2009 - 2010
Citi February 2007 - June 2009
Bank of America May 1994 - February 2007
CIBC Wood Gundy 1992 - 1994
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts, Amherst 1981 — 1985
Bs, economics
Alexander Cook Alexander Cook's Merrill Lynch Experience June 2008 - August 2008
Job Digital & Global Ecommerce Strategic Development at Ralph Lauren
Industry Retail
Experience
Ralph Lauren August 2014 - Present
Ralph Lauren May 2013 - July 2014
Ralph Lauren August 2011 - April 2013
Bank of America Merrill Lynch July 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 2008 - March 2008
Skills
Strategy, Product Management, E-commerce, Digital Strategy, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Data Analysis, Due Diligence, Market Research, Mergers & Acquisitions, Economics, Capital Structure, Retail, Marketing, Investments, Analytics, Analysis, Competitive Analysis, Private Equity, Management, Social Media, Research, Business Strategy, Microsoft Office, Microsoft Excel, Social Media Marketing, Strategic Planning, Business Development, New Business Development, strat
Education
Dartmouth College
Bachelor of Arts (BA)
McCallie School
The American Boychoir School
Ralph Lauren August 2014 - Present
Ralph Lauren May 2013 - July 2014
Ralph Lauren August 2011 - April 2013
Bank of America Merrill Lynch July 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 2008 - March 2008
Skills
Strategy, Product Management, E-commerce, Digital Strategy, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Data Analysis, Due Diligence, Market Research, Mergers & Acquisitions, Economics, Capital Structure, Retail, Marketing, Investments, Analytics, Analysis, Competitive Analysis, Private Equity, Management, Social Media, Research, Business Strategy, Microsoft Office, Microsoft Excel, Social Media Marketing, Strategic Planning, Business Development, New Business Development, strat
Education
Dartmouth College
Bachelor of Arts (BA)
McCallie School
The American Boychoir School
David-Alexandre DA Gros's Merrill Lynch Experience November 2006 - June 2009
Job Chief Business Officer at Alnylam Pharmaceuticals
Industry Biotechnology
Experience
Alnylam Pharmaceuticals June 2015 - Present
Sabeton SA June 2014 - July 2015
Sanofi September 2011 - May 2015
Centerview Partners July 2009 - August 2011
Merrill Lynch November 2006 - June 2009
McKinsey & Co. October 2002 - October 2006
University of Pennsylvania Health System July 1999 - June 2000
Brady Urological Institute January 1996 - June 1999
Skills
Strategy, Pharmaceutical Industry, Venture Capital, Corporate Development, Investment Banking, Business Development, Business Strategy, Mergers & Acquisitions, Medical Devices, Healthcare, Start-ups, Private Equity, Strategic Planning, M&A experience, Due Diligence, Competitive Analysis, Market Analysis, Entrepreneurship, Emerging Markets, Acquisition Integration, Strategic Partnerships, Executive Management, Corporate Finance, Commercialization, Negotiation, Restructuring
Education
Harvard Business School 2000 — 2002
MBA
The Johns Hopkins University School of Medicine 1995 — 1999
MD
Dartmouth College 1991 — 1995
AB
Alnylam Pharmaceuticals June 2015 - Present
Sabeton SA June 2014 - July 2015
Sanofi September 2011 - May 2015
Centerview Partners July 2009 - August 2011
Merrill Lynch November 2006 - June 2009
McKinsey & Co. October 2002 - October 2006
University of Pennsylvania Health System July 1999 - June 2000
Brady Urological Institute January 1996 - June 1999
Skills
Strategy, Pharmaceutical Industry, Venture Capital, Corporate Development, Investment Banking, Business Development, Business Strategy, Mergers & Acquisitions, Medical Devices, Healthcare, Start-ups, Private Equity, Strategic Planning, M&A experience, Due Diligence, Competitive Analysis, Market Analysis, Entrepreneurship, Emerging Markets, Acquisition Integration, Strategic Partnerships, Executive Management, Corporate Finance, Commercialization, Negotiation, Restructuring
Education
Harvard Business School 2000 — 2002
MBA
The Johns Hopkins University School of Medicine 1995 — 1999
MD
Dartmouth College 1991 — 1995
AB
Deborah Chism Deborah Chism's Merrill Lynch Experience January 1999 - December 2000
Job Telemarketer at Thomas Employment/Flagstar Medical Staffing
Industry Marketing and Advertising
Experience
Thomas Employment/Flagstar Medical Staffing January 2012 - Present
D C Business Consultants July 2011 - Present
Family Promise September 2011 - May 2012
YMCA of Greater Cleveland August 2011 - May 2012
Catholic Charities July 2011 - May 2012
MetroHealth Medical Center December 2005 - July 2011
Spitzer Buick Cadillac and Mitsubishi February 2007 - April 2009
Spitzer 2008 - 2009
Merrill Lynch January 1999 - December 2000
Center of Prevention for Domestic Violence January 1998 - March 1999
Skills
Business Intelligence, Marketing Management, Microsoft Office Suite, Office Administration, Internet, Interpersonal Skills, Sales, Event Planning, Strategic Planning, Financial Analysis, Tactical Planning, Advertising, Training, Human Resources, Supply Chain Management, Microsoft Office, Social Skills, Marketing, Project Management, Social Media, Leadership, Marketing Strategy, Business Strategy, Management, Conflict Resolution, Leadership Development, Fundraising, Time Management, Social Networking, Event Management, Business Development, Facebook, Volunteer Management, Coaching, Public Speaking, Team Building, Blogging, Email Marketing, Customer Service, Nonprofits, Software Documentation, Team Leadership, Budgets, Research, Staff Development, Customer Satisfaction, Data Entry, Social Media Marketing, Community Outreach, Online Marketing
Education
YMCA of Greater Cleveland 2011 — 2011
Instructor, 21st Century Internet Skills
University of Phoenix 2001 — 2003
Master, Business Administration; eBusiness
Ursuline College 1995 — 2000
BA, Business Administration
Cuyahoga Community College 1993 — 1994
Liberal Arts
John Adams Senior High 1972 — 1975
Diploma, Office Administration
Audubon Junior High 1970 — 1972
College Prepatory
Thomas Employment/Flagstar Medical Staffing January 2012 - Present
D C Business Consultants July 2011 - Present
Family Promise September 2011 - May 2012
YMCA of Greater Cleveland August 2011 - May 2012
Catholic Charities July 2011 - May 2012
MetroHealth Medical Center December 2005 - July 2011
Spitzer Buick Cadillac and Mitsubishi February 2007 - April 2009
Spitzer 2008 - 2009
Merrill Lynch January 1999 - December 2000
Center of Prevention for Domestic Violence January 1998 - March 1999
Skills
Business Intelligence, Marketing Management, Microsoft Office Suite, Office Administration, Internet, Interpersonal Skills, Sales, Event Planning, Strategic Planning, Financial Analysis, Tactical Planning, Advertising, Training, Human Resources, Supply Chain Management, Microsoft Office, Social Skills, Marketing, Project Management, Social Media, Leadership, Marketing Strategy, Business Strategy, Management, Conflict Resolution, Leadership Development, Fundraising, Time Management, Social Networking, Event Management, Business Development, Facebook, Volunteer Management, Coaching, Public Speaking, Team Building, Blogging, Email Marketing, Customer Service, Nonprofits, Software Documentation, Team Leadership, Budgets, Research, Staff Development, Customer Satisfaction, Data Entry, Social Media Marketing, Community Outreach, Online Marketing
Education
YMCA of Greater Cleveland 2011 — 2011
Instructor, 21st Century Internet Skills
University of Phoenix 2001 — 2003
Master, Business Administration; eBusiness
Ursuline College 1995 — 2000
BA, Business Administration
Cuyahoga Community College 1993 — 1994
Liberal Arts
John Adams Senior High 1972 — 1975
Diploma, Office Administration
Audubon Junior High 1970 — 1972
College Prepatory
Heather Bowes Heather Bowes's Merrill Lynch Experience January 1999 - October 2002
Job Inside Wholesaler at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds Associate Investment AdvisorCIBC Wood GundyAugust 2000 - October 2006
Merrill Lynch January 1999 - October 2002
Education
Dalhousie University 1993 — 1997
BCOMM, Finance/Marketing
Dynamic Funds Associate Investment AdvisorCIBC Wood GundyAugust 2000 - October 2006
Merrill Lynch January 1999 - October 2002
Education
Dalhousie University 1993 — 1997
BCOMM, Finance/Marketing
Kerry Ann Mohan Kerry Ann Mohan's Merrill Lynch Experience March 2011 - Present
Job Division Administrative Manager's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Merrill Lynch June 2009 - March 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch January 2006 - June 2008
Merrill Lynch April 1998 - January 2006
Gallagher Bassett Services, Inc November 1997 - April 1998
Merrill Lynch December 1996 - November 1997
Merrill Lynch May 1994 - December 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Outlook, Microsoft Word Forms, Windows 7, Time Management
Education
County College of Morris 1990 — 1992
Associates in Applied Science, Hotel/Restaurant Management
Kinnelon High School, Kinnelon, NJ 1986 — 1990
Merrill Lynch March 2011 - Present
Merrill Lynch June 2009 - March 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch January 2006 - June 2008
Merrill Lynch April 1998 - January 2006
Gallagher Bassett Services, Inc November 1997 - April 1998
Merrill Lynch December 1996 - November 1997
Merrill Lynch May 1994 - December 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Outlook, Microsoft Word Forms, Windows 7, Time Management
Education
County College of Morris 1990 — 1992
Associates in Applied Science, Hotel/Restaurant Management
Kinnelon High School, Kinnelon, NJ 1986 — 1990
Calvin Thomas's Merrill Lynch Experience March 1980 - March 1987
Job Food Service at City of New York, Administration for Children's Services
Industry Security and Investigations
Experience
City of New York, Administration for Children's Services June 2015 - Present
Transportation Security Management April 2007 - Present
Skyline Credit Ride, Inc September 2011 - October 2014
NYSE Amex March 2006 - April 2009
American Stock Exchange March 2000 - March 2006
American Stock Exchange March 1992 - March 2000
American Stock Exchange March 1991 - March 1992
Wagner Scott Clearing Corporation March 1989 - March 1990
Merrill Lynch March 1980 - March 1987
Skills
Software Documentation, Integration, Management, Analysis, Business Strategy, Customer Service, Electronic Trading, Equities, ITIL, Market Data, Options, Quality Assurance, Security, Strategy, Trading, Trading Systems, Training, Risk Management, Financial Markets
Education
The Department of Health and Mental Hygiene 2015 — 2015
Certificate, Foods, Nutrition, and Wellness Studies, General
Nassau Community College 1986 — 1987
Accounting
CUNY New York City College of Technology 1981 — 1982
Accounting
City of New York, Administration for Children's Services June 2015 - Present
Transportation Security Management April 2007 - Present
Skyline Credit Ride, Inc September 2011 - October 2014
NYSE Amex March 2006 - April 2009
American Stock Exchange March 2000 - March 2006
American Stock Exchange March 1992 - March 2000
American Stock Exchange March 1991 - March 1992
Wagner Scott Clearing Corporation March 1989 - March 1990
Merrill Lynch March 1980 - March 1987
Skills
Software Documentation, Integration, Management, Analysis, Business Strategy, Customer Service, Electronic Trading, Equities, ITIL, Market Data, Options, Quality Assurance, Security, Strategy, Trading, Trading Systems, Training, Risk Management, Financial Markets
Education
The Department of Health and Mental Hygiene 2015 — 2015
Certificate, Foods, Nutrition, and Wellness Studies, General
Nassau Community College 1986 — 1987
Accounting
CUNY New York City College of Technology 1981 — 1982
Accounting
Thais Alves Michael Thais Alves Michael's Merrill Lynch Experience August 2001 - July 2006
Job Senior Financial Analyst at Kaiser Permanente
Industry Banking
Experience
Xcel Energy April 2014 - Present
Kaiser Permanente January 2013 - August 2013
Cricket Communications April 2012 - December 2012
State of Colorado August 2011 - February 2012
Credit Suisse Hedging-Griffo November 2009 - February 2011
Ibookkeeping Pty Ltd August 2008 - May 2009
Merrill Lynch August 2001 - July 2006
Citibank February 2000 - January 2001
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Forecasting, Microsoft Excel, Accounting, Supply Chain, Variance Analysis, Account Reconciliation, US GAAP, Accounts Payable, Cost Accounting, Derivatives, Accounts Receivable, Investment Banking, Accruals, PowerPoint, ERP Implementations, Oracle E-Business Suite, Oracle Reports, Equities, Fixed Income, Fixed Assets, IFRS, Portuguese, Spanish, Corporate Tax, P&L Analysis, Budget Reconciliation, Operating Expenses, Payroll, Financial Statement..., Access, Advanced Excel, Data Analysis, English, PeopleSoft, Sarbanes-Oxley Act, Strategic Financial..., Financial Planning
Education
CQUniversity 2006 — 2007
Post Graduate, Financial Management
Universidade Presbiteriana Mackenzie 1999 — 2003
Bachelor, Business Administration
Liceu Santista 1996 — 1997
Technician, Data Processing
Xcel Energy April 2014 - Present
Kaiser Permanente January 2013 - August 2013
Cricket Communications April 2012 - December 2012
State of Colorado August 2011 - February 2012
Credit Suisse Hedging-Griffo November 2009 - February 2011
Ibookkeeping Pty Ltd August 2008 - May 2009
Merrill Lynch August 2001 - July 2006
Citibank February 2000 - January 2001
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Forecasting, Microsoft Excel, Accounting, Supply Chain, Variance Analysis, Account Reconciliation, US GAAP, Accounts Payable, Cost Accounting, Derivatives, Accounts Receivable, Investment Banking, Accruals, PowerPoint, ERP Implementations, Oracle E-Business Suite, Oracle Reports, Equities, Fixed Income, Fixed Assets, IFRS, Portuguese, Spanish, Corporate Tax, P&L Analysis, Budget Reconciliation, Operating Expenses, Payroll, Financial Statement..., Access, Advanced Excel, Data Analysis, English, PeopleSoft, Sarbanes-Oxley Act, Strategic Financial..., Financial Planning
Education
CQUniversity 2006 — 2007
Post Graduate, Financial Management
Universidade Presbiteriana Mackenzie 1999 — 2003
Bachelor, Business Administration
Liceu Santista 1996 — 1997
Technician, Data Processing
Matthew Doucette's Merrill Lynch Experience September 2005 - December 2005
Job Client Solutions Group at Natixis Global Asset Management
Industry Investment Banking
Experience
Natixis Global Asset Management June 2012 - Present
Natixis Global Asset Management March 2010 - June 2012
Centinel Financial Group, LLC May 2006 - March 2010
Coburn & Meredith, Inc. September 2006 - December 2006
Merrill Lynch September 2005 - December 2005
Skills
Asset Allocation, Fixed Income, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Financial Markets, Series 63, Securities
Education
Curry College 2002 — 2006
Finance and Entrepreneurship
Natixis Global Asset Management June 2012 - Present
Natixis Global Asset Management March 2010 - June 2012
Centinel Financial Group, LLC May 2006 - March 2010
Coburn & Meredith, Inc. September 2006 - December 2006
Merrill Lynch September 2005 - December 2005
Skills
Asset Allocation, Fixed Income, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Financial Markets, Series 63, Securities
Education
Curry College 2002 — 2006
Finance and Entrepreneurship
Jennifer DiMario Sabatini's Merrill Lynch Experience December 1999 - October 2001
Job
Industry Financial Services
Experience
Loomis, Sayles & Company March 2012 - Present
Loomis Sayles & Co March 2009 - March 2012
Loomis, Sayles & Company June 2006 - March 2009
Loomis, Sayles & Company October 2001 - June 2006
Merrill Lynch December 1999 - October 2001
Fleet Bank March 1999 - December 1999
Spriggs and Hollingsworth May 1998 - March 1999
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MBA, Finance & Investment Analysis
The George Washington University 1994 — 1998
BA, English, Journalism
Miss Porters School 1992 — 1994
Avon High School 1990 — 1992
Loomis, Sayles & Company March 2012 - Present
Loomis Sayles & Co March 2009 - March 2012
Loomis, Sayles & Company June 2006 - March 2009
Loomis, Sayles & Company October 2001 - June 2006
Merrill Lynch December 1999 - October 2001
Fleet Bank March 1999 - December 1999
Spriggs and Hollingsworth May 1998 - March 1999
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MBA, Finance & Investment Analysis
The George Washington University 1994 — 1998
BA, English, Journalism
Miss Porters School 1992 — 1994
Avon High School 1990 — 1992
Grisell Cruz Grisell Cruz's Merrill Lynch Experience November 2006 - November 2007
Job Executive Assistant to the President / CEO at Confidential (In stealth mode)
Industry Financial Services
Experience
Sailthru August 2014 - May 2015
Sailthru December 2012 - May 2015
Money-Media A Financial Times Company August 2011 - December 2012
Charterhouse Group, Inc March 2008 - July 2011
Merrill Lynch November 2006 - November 2007
Thomas Weisel Partners March 2004 - October 2006
Robertson Stephens October 2000 - March 2004
Republic National Bank July 1997 - September 1999
Israel Discount Bank November 1987 - July 1997
Skills
C-Level Executive..., Administrative..., Human Resources, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Word, Customer Service, Teamwork, Office Management, Salesforce.com, Executive..., Administrative..., Research, Lotus Notes, Marketing, Bloomberg, Oracle HR, Training, Word, Excel, Customer Relations, Proactivity, Jobvite, Spanish, Mac OS, Strategic Planning, Scheduling, Administration, Strategic Analysis, Coordination, Client Relations, Employee Relations, Travel Management, Interpersonal Skills, Hiring Practices, Invoicing, Spreadsheets, Concur, Microsoft Office, Onboarding, Leadership, Employee Benefits
Education
CUNY Hostos Community College 2015 — 2015
Certificate, Administrative Assistant Applications
CUNY New York City College of Technology 1993 — 1995
Liberal Arts / Business Administration
Sailthru August 2014 - May 2015
Sailthru December 2012 - May 2015
Money-Media A Financial Times Company August 2011 - December 2012
Charterhouse Group, Inc March 2008 - July 2011
Merrill Lynch November 2006 - November 2007
Thomas Weisel Partners March 2004 - October 2006
Robertson Stephens October 2000 - March 2004
Republic National Bank July 1997 - September 1999
Israel Discount Bank November 1987 - July 1997
Skills
C-Level Executive..., Administrative..., Human Resources, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Word, Customer Service, Teamwork, Office Management, Salesforce.com, Executive..., Administrative..., Research, Lotus Notes, Marketing, Bloomberg, Oracle HR, Training, Word, Excel, Customer Relations, Proactivity, Jobvite, Spanish, Mac OS, Strategic Planning, Scheduling, Administration, Strategic Analysis, Coordination, Client Relations, Employee Relations, Travel Management, Interpersonal Skills, Hiring Practices, Invoicing, Spreadsheets, Concur, Microsoft Office, Onboarding, Leadership, Employee Benefits
Education
CUNY Hostos Community College 2015 — 2015
Certificate, Administrative Assistant Applications
CUNY New York City College of Technology 1993 — 1995
Liberal Arts / Business Administration
Savannah Day's Merrill Lynch Experience June 2014 - August 2014
Job Investigative Accounting Intern at Meaden & Moore
Industry Accounting
Experience
Meaden & Moore May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Bruiser's Volleyball Club January 2013 - February 2014
Vivus Inc June 2013 - August 2013
The Trout Group June 2013 - August 2013
Skills
Microsoft Word, Management, Microsoft Excel, Six Sigma, Logistics, Microsoft Office, Access, Leadership, Data Analysis, Analysis, Budgets, Accounting, Time Management, Financial Analysis, Coaching, Financial Accounting, Account Management, Strategic Financial..., Finance, PowerPoint, Public Speaking, Social Media, Financial Planning
Education
Loyola University Chicago 2014 — 2016
Accounting
Culver Stockton College 2012 — 2014
Accounting and Finance
Meaden & Moore May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Bruiser's Volleyball Club January 2013 - February 2014
Vivus Inc June 2013 - August 2013
The Trout Group June 2013 - August 2013
Skills
Microsoft Word, Management, Microsoft Excel, Six Sigma, Logistics, Microsoft Office, Access, Leadership, Data Analysis, Analysis, Budgets, Accounting, Time Management, Financial Analysis, Coaching, Financial Accounting, Account Management, Strategic Financial..., Finance, PowerPoint, Public Speaking, Social Media, Financial Planning
Education
Loyola University Chicago 2014 — 2016
Accounting
Culver Stockton College 2012 — 2014
Accounting and Finance
Jonathan Landsberg, CFA's Merrill Lynch Experience June 2006 - June 2008
Job VP, Fixed Income Research at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities November 2014 - Present
Bank of America Merrill Lynch October 2009 - October 2014
Bank of America Merrill Lynch June 2008 - October 2009
Merrill Lynch June 2006 - June 2008
Merrill Lynch May 2006 - August 2006
Citigroup January 2005 - March 2005
Education
Dartmouth College 2002 — 2006
Bachelor's Degree, Engineering Sciences and Economics, GPA: 3.81/4.00
Kingswood-Oxford School 1998 — 2002
High School
Wells Fargo Securities November 2014 - Present
Bank of America Merrill Lynch October 2009 - October 2014
Bank of America Merrill Lynch June 2008 - October 2009
Merrill Lynch June 2006 - June 2008
Merrill Lynch May 2006 - August 2006
Citigroup January 2005 - March 2005
Education
Dartmouth College 2002 — 2006
Bachelor's Degree, Engineering Sciences and Economics, GPA: 3.81/4.00
Kingswood-Oxford School 1998 — 2002
High School
Delong Yu's Merrill Lynch Experience January 2001 - September 2008
Job Goldman Sachs
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Goldman Sachs January 2013 - March 2015
Goldman Sachs May 2010 - December 2012
Bloomberg April 2009 - April 2010
Moore Capital Management September 2008 - April 2009
Merrill Lynch January 2001 - September 2008
TheStreet.com April 2000 - December 2000
Goldman Sachs December 1993 - April 2000
Skills
Market Data, Electronic Trading, Low Latency, Solaris, Perl, Fixed Income, FX Options, Spring, Bloomberg, TIBCO, RMDS, Python, Java, Subversion, TCP/IP
Education
Rutgers University-New Brunswick 1989 — 1990
MS, Computer Science
Harbin Institute of Technology 1982 — 1985
MS, Computer Science
Dalian Maritime University 1978 — 1982
BS, Computer Science
Yingkou High School 1977 — 1978
Wells Fargo June 2015 - Present
Goldman Sachs January 2013 - March 2015
Goldman Sachs May 2010 - December 2012
Bloomberg April 2009 - April 2010
Moore Capital Management September 2008 - April 2009
Merrill Lynch January 2001 - September 2008
TheStreet.com April 2000 - December 2000
Goldman Sachs December 1993 - April 2000
Skills
Market Data, Electronic Trading, Low Latency, Solaris, Perl, Fixed Income, FX Options, Spring, Bloomberg, TIBCO, RMDS, Python, Java, Subversion, TCP/IP
Education
Rutgers University-New Brunswick 1989 — 1990
MS, Computer Science
Harbin Institute of Technology 1982 — 1985
MS, Computer Science
Dalian Maritime University 1978 — 1982
BS, Computer Science
Yingkou High School 1977 — 1978
Hongmei Lou's Merrill Lynch Experience March 2007 - July 2008
Job ETRM Consultant
Industry Information Technology and Services
Experience
Bank of America September 2014 - Present
Barclays Capital November 2009 - September 2014
Chevron July 2008 - November 2009
Merrill Lynch March 2007 - July 2008
Constellation Energy Partners LLC March 2006 - February 2007
Pitney Bowes January 2003 - February 2005
UMass Medical School September 2001 - December 2002
Skills
Derivatives, Software Documentation, Trading Systems, Risk Management, Commodity Markets, Sourcing, .NET, Analysis, Business Analysis, C#, Commodity, ETRM, Financial Risk, Investment Banking, Management, Market Risk, Requirements Analysis, SDLC, Trading
Education
Worcester Polytechnic Institute 2000 — 2001
Dalian University of Technology
Bank of America September 2014 - Present
Barclays Capital November 2009 - September 2014
Chevron July 2008 - November 2009
Merrill Lynch March 2007 - July 2008
Constellation Energy Partners LLC March 2006 - February 2007
Pitney Bowes January 2003 - February 2005
UMass Medical School September 2001 - December 2002
Skills
Derivatives, Software Documentation, Trading Systems, Risk Management, Commodity Markets, Sourcing, .NET, Analysis, Business Analysis, C#, Commodity, ETRM, Financial Risk, Investment Banking, Management, Market Risk, Requirements Analysis, SDLC, Trading
Education
Worcester Polytechnic Institute 2000 — 2001
Dalian University of Technology
Karen Noce's Merrill Lynch Experience June 2000 - January 2010
Job Manager, Compliance Policies and Communications at Bank of America
Industry Financial Services
Experience
Bank of America/Merrill Lynch Wealth Management February 2010 - Present
Merrill Lynch June 2000 - January 2010
Merrill Lynch April 1996 - May 2000
Skills
Series 24, Series 7, FINRA, Securities, AML, Securities Regulation, Series 63, KYC, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Investment Advisory, Capital Markets, Fixed Income, Financial Services, Financial Regulation, Wealth Management, OFAC, Asset Management, Options, Investments
Education
Creighton University 1984 — 1989
B.A., Philosophy
Bank of America/Merrill Lynch Wealth Management February 2010 - Present
Merrill Lynch June 2000 - January 2010
Merrill Lynch April 1996 - May 2000
Skills
Series 24, Series 7, FINRA, Securities, AML, Securities Regulation, Series 63, KYC, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Investment Advisory, Capital Markets, Fixed Income, Financial Services, Financial Regulation, Wealth Management, OFAC, Asset Management, Options, Investments
Education
Creighton University 1984 — 1989
B.A., Philosophy
Jan Burton's Merrill Lynch Experience February 1998 - September 2000
Job Branch Manager at Altus Securities Inc.
Industry Financial Services
Experience
Altus Securities March 2012 - Present
Jennings Capital March 2009 - February 2012
Province of Nova Scotia December 2008 - March 2009
Gorden Stirrett August 2008 - November 2008
HSBC February 2006 - April 2008
Blackmont Capital Inc September 2000 - February 2006
Merrill Lynch February 1998 - September 2000
TD Bank July 1994 - February 1998
Skills
Mutual Funds, Investments, Wealth Management, Risk Management, Relationship Management, Banking, Customer Service, Portfolio Management, Equities, Sales, Asset Management, Securities, Investment Advisory, Retirement Planning, Financial Advisory, Management, Strategic Planning, Financial Analysis
Education
Dalhousie University 1990 — 1994
Comm Co-op
Altus Securities March 2012 - Present
Jennings Capital March 2009 - February 2012
Province of Nova Scotia December 2008 - March 2009
Gorden Stirrett August 2008 - November 2008
HSBC February 2006 - April 2008
Blackmont Capital Inc September 2000 - February 2006
Merrill Lynch February 1998 - September 2000
TD Bank July 1994 - February 1998
Skills
Mutual Funds, Investments, Wealth Management, Risk Management, Relationship Management, Banking, Customer Service, Portfolio Management, Equities, Sales, Asset Management, Securities, Investment Advisory, Retirement Planning, Financial Advisory, Management, Strategic Planning, Financial Analysis
Education
Dalhousie University 1990 — 1994
Comm Co-op
John Zaiss's Merrill Lynch Experience October 2011 - Present
Job Senior Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Crescent Capital Management Company October 1994 - October 2011
Crescent Capital Management 1994 - 2011
Skills
Retirement Planning, Small Business, Strategic Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Mutual Funds, Asset Management, Risk Management, Banking, Finance, Asset Allocation, Financial Modeling, Financial Advisory
Education
Creighton University 1971 — 1975
BSBA, Accounting
Merrill Lynch October 2011 - Present
Crescent Capital Management Company October 1994 - October 2011
Crescent Capital Management 1994 - 2011
Skills
Retirement Planning, Small Business, Strategic Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Mutual Funds, Asset Management, Risk Management, Banking, Finance, Asset Allocation, Financial Modeling, Financial Advisory
Education
Creighton University 1971 — 1975
BSBA, Accounting
Thomas PJ Narsavage's Merrill Lynch Experience February 1998 - March 2005
Job Global Business Technology Manager COO Office
Industry Information Technology and Services
Experience
BlackRock Inc. November 2013 - Present
BlackRock September 2006 - October 2013
Merrill Lynch Investment Managers April 2004 - September 2006
Merrill Lynch February 1998 - March 2005
Salomon Brothers 1987 - 1998
Skills
Vendor Management, SDLC, Risk Management, IT Strategy, Business Analysis, Program Management, Management, ITIL, Process Improvement, Integration, Requirements Gathering, Requirements Analysis, Project Management, Change Management, Data Analysis, Software Project..., PMO, Service Management, Strategy, Business Continuity, IT Management, IT Service Management, Incident Management, Information Technology, Leadership, Operations Management, Project Portfolio...
Education
ITIL v3 Service Transition 2015 — 2015
ITIL Intermediate Certification in Service Transition for Service Management, Information Technology, Certified
ITIL v3 Service Operations 2014 — 2014
ITIL Intermediate Certification in Service Operations, Service Management, Certified
County College of Morris 1981 — 1983
Associates, Business
Clifton High School
BlackRock Inc. November 2013 - Present
BlackRock September 2006 - October 2013
Merrill Lynch Investment Managers April 2004 - September 2006
Merrill Lynch February 1998 - March 2005
Salomon Brothers 1987 - 1998
Skills
Vendor Management, SDLC, Risk Management, IT Strategy, Business Analysis, Program Management, Management, ITIL, Process Improvement, Integration, Requirements Gathering, Requirements Analysis, Project Management, Change Management, Data Analysis, Software Project..., PMO, Service Management, Strategy, Business Continuity, IT Management, IT Service Management, Incident Management, Information Technology, Leadership, Operations Management, Project Portfolio...
Education
ITIL v3 Service Transition 2015 — 2015
ITIL Intermediate Certification in Service Transition for Service Management, Information Technology, Certified
ITIL v3 Service Operations 2014 — 2014
ITIL Intermediate Certification in Service Operations, Service Management, Certified
County College of Morris 1981 — 1983
Associates, Business
Clifton High School
Rudy Sequeira's Merrill Lynch Experience October 2007 - Present
Job Wealth Management Advisor at Bank Of America
Industry Financial Services
Experience
Bank Of America September 2008 - Present
Merrill Lynch October 2007 - Present
UBS Wealth Management October 2006 - October 2007
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1992
MBA, Finance/Entrepreneurship
Bank Of America September 2008 - Present
Merrill Lynch October 2007 - Present
UBS Wealth Management October 2006 - October 2007
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1992
MBA, Finance/Entrepreneurship
Augustine Cherukunnel's Merrill Lynch Experience 1999 - 1999
Job Internal Audit Manager at HCC Insurance
Industry Entertainment
Experience
Houston Casualty Company September 2014 - Present
HCC Insurance July 2010 - Present
Live Nation February 2007 - June 2010
Deloitte & Touche, LLP 2002 - 2007
Merrill Lynch 1999 - 1999
Skills
CISA, Certified Internal..., Accounting, SOX, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley Act, US GAAP, SEC filings, External Audit, Financial Reporting, GAAP, Sarbanes-Oxley, Finance
Education
Northeastern University - Graduate School of Business Administration 2003 — 2004
Masters of Science, Accounting
Houston Baptist University 1997 — 2002
BBA, Finance
Dulles High School 1993 — 1997
Houston Casualty Company September 2014 - Present
HCC Insurance July 2010 - Present
Live Nation February 2007 - June 2010
Deloitte & Touche, LLP 2002 - 2007
Merrill Lynch 1999 - 1999
Skills
CISA, Certified Internal..., Accounting, SOX, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley Act, US GAAP, SEC filings, External Audit, Financial Reporting, GAAP, Sarbanes-Oxley, Finance
Education
Northeastern University - Graduate School of Business Administration 2003 — 2004
Masters of Science, Accounting
Houston Baptist University 1997 — 2002
BBA, Finance
Dulles High School 1993 — 1997
Ian Kops's Merrill Lynch Experience 1968 - 2002
Job Independent Real Estate Professional
Industry Real Estate
Experience
Kops Konsulting LLC January 2008 - Present
Kops Konsulting LLC January 2008 - Present
Kops Konsulting LLC 2008 - Present
Kops Konsulting LLC 2008 - Present
Merrill Lynch 1968 - 2002
Bank of America/Merrill Lynch 1968 - 2002
Education
Curry College 1961 — 1965
Kops Konsulting LLC January 2008 - Present
Kops Konsulting LLC January 2008 - Present
Kops Konsulting LLC 2008 - Present
Kops Konsulting LLC 2008 - Present
Merrill Lynch 1968 - 2002
Bank of America/Merrill Lynch 1968 - 2002
Education
Curry College 1961 — 1965
Andrew Donahue's Merrill Lynch Experience February 1990 - October 1997
Job Senior Client Advisor at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth December 2014 - Present
Sei 2001 - October 2014
Smith Barney October 1997 - July 2001
Merrill Lynch February 1990 - October 1997
Education
Dartmouth College 1985 — 1989
Bachelor of Arts (B.A.), History
Belmont Hill 1983 — 1985
High School
Boston Private Wealth December 2014 - Present
Sei 2001 - October 2014
Smith Barney October 1997 - July 2001
Merrill Lynch February 1990 - October 1997
Education
Dartmouth College 1985 — 1989
Bachelor of Arts (B.A.), History
Belmont Hill 1983 — 1985
High School
Hank Lamour's Merrill Lynch Experience June 1998 - February 2002
Job Global Head of Sales at FinAnalytica
Industry Information Technology and Services
Experience
FinAnalytica June 2009 - Present
Cadis Software May 2008 - May 2009
Pertrac Financial Solutions September 2005 - May 2008
SS&C Technologies March 2002 - September 2005
Merrill Lynch June 1998 - February 2002
Cantor Fitzgerald March 1995 - May 1998
Skills
Hedge Funds, Investments, Asset Managment, Financial Risk, Derivatives, Portfolio Optimization, Market Risk, Enterpirse Data..., Investor Relationship..., ETF's, Multi Asset Class..., Fixed Income, Portfolio Management, Investment Management, Risk Management, Financial Markets, Financial Services, Mutual Funds
Education
Fordham Gabelli School of Business 1992 — 1993
MBA, Finance - Capital Markets & International Business
Creighton University 1982 — 1986
BA, Psychology
St. Francis Xavier High School 1979 — 1982
High School Diploma, Sciences, Art, Literature, Mathematics, Philosophy, Theology
FinAnalytica June 2009 - Present
Cadis Software May 2008 - May 2009
Pertrac Financial Solutions September 2005 - May 2008
SS&C Technologies March 2002 - September 2005
Merrill Lynch June 1998 - February 2002
Cantor Fitzgerald March 1995 - May 1998
Skills
Hedge Funds, Investments, Asset Managment, Financial Risk, Derivatives, Portfolio Optimization, Market Risk, Enterpirse Data..., Investor Relationship..., ETF's, Multi Asset Class..., Fixed Income, Portfolio Management, Investment Management, Risk Management, Financial Markets, Financial Services, Mutual Funds
Education
Fordham Gabelli School of Business 1992 — 1993
MBA, Finance - Capital Markets & International Business
Creighton University 1982 — 1986
BA, Psychology
St. Francis Xavier High School 1979 — 1982
High School Diploma, Sciences, Art, Literature, Mathematics, Philosophy, Theology
Robert Hirsch's Merrill Lynch Experience September 2008 - August 2011
Job Vice President Investments
Industry Banking
Experience
UBS Financial Services, Inc August 2011 - Present
Merrill Lynch September 2008 - August 2011
Morgan Stanley March 2002 - September 2008
Education
Northeastern University - Graduate School of Business Administration 1999 — 2003
Accounting and Finance
UBS Financial Services, Inc August 2011 - Present
Merrill Lynch September 2008 - August 2011
Morgan Stanley March 2002 - September 2008
Education
Northeastern University - Graduate School of Business Administration 1999 — 2003
Accounting and Finance
Jimmy Sutter's Merrill Lynch Experience October 2004 - October 2005
Job Financial Advisor at Wachovia Securities
Industry Investment Management
Experience
Wachovia Securities October 2005 - Present
Merrill Lynch October 2004 - October 2005
Concept Packaging May 2003 - October 2004
xpedx May 1992 - May 2003
Arcade Marketing January 1984 - May 1992
Education
Covenant College 2001 — 2003
BS, Organizational Management
Georgia Institute of Technology 1980 — 1985
Baylor School 1974 — 1980
Wachovia Securities October 2005 - Present
Merrill Lynch October 2004 - October 2005
Concept Packaging May 2003 - October 2004
xpedx May 1992 - May 2003
Arcade Marketing January 1984 - May 1992
Education
Covenant College 2001 — 2003
BS, Organizational Management
Georgia Institute of Technology 1980 — 1985
Baylor School 1974 — 1980
Andrew Witt's Merrill Lynch Experience May 2004 - May 2005
Job Vice President Financial Officer at Dundee Bank
Industry Accounting
Experience
Dundee Bank January 2015 - Present
Dundee Bank August 2014 - January 2015
ConAgra Foods August 2012 - August 2014
Deloitte September 2005 - August 2012
Merrill Lynch May 2004 - May 2005
Lutz & Company July 2003 - May 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, US GAAP, Financial Accounting, CPA, GAAP, Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, External Audit, Enterprise Risk..., Finance
Education
Creighton University 2001 — 2005
BSBA, Accounting, Finance
Creighton Prep 1997 — 2001
Dundee Bank January 2015 - Present
Dundee Bank August 2014 - January 2015
ConAgra Foods August 2012 - August 2014
Deloitte September 2005 - August 2012
Merrill Lynch May 2004 - May 2005
Lutz & Company July 2003 - May 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, US GAAP, Financial Accounting, CPA, GAAP, Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, External Audit, Enterprise Risk..., Finance
Education
Creighton University 2001 — 2005
BSBA, Accounting, Finance
Creighton Prep 1997 — 2001
Marc Cortese's Merrill Lynch Experience 1994 - 2001
Job Creative Director at Applied Nutrition
Industry Graphic Design
Experience
Nutricia North America January 2013 - Present
Applied Nutrition July 2008 - Present
Wyeth October 2006 - February 2008
Camares 2002 - 2008
5 Strong 2006 - 2006
Merrill Lynch 1994 - 2001
Skills
Art Direction, Graphic Design, Web Design, Brochures, Posters, Flash, Packaging, Creative Direction, Banners, Logo Design, QuarkXPress, Corporate Identity, Adobe Creative Suite, InDesign, Adobe Acrobat, Illustrator, Brand Development, Corporate Branding, Typography, Collateral, Concept Development, Creative Strategy, Direct Mail, Flash Animation, Graphics, Photoshop, Layout, Image Manipulation, Newsletters
Education
Montclair State University 1988 — 1991
Bachelor of Arts (B.A.), Graphic Design
County College of Morris 1986 — 1988
Associates, Graphic Design
Nutricia North America January 2013 - Present
Applied Nutrition July 2008 - Present
Wyeth October 2006 - February 2008
Camares 2002 - 2008
5 Strong 2006 - 2006
Merrill Lynch 1994 - 2001
Skills
Art Direction, Graphic Design, Web Design, Brochures, Posters, Flash, Packaging, Creative Direction, Banners, Logo Design, QuarkXPress, Corporate Identity, Adobe Creative Suite, InDesign, Adobe Acrobat, Illustrator, Brand Development, Corporate Branding, Typography, Collateral, Concept Development, Creative Strategy, Direct Mail, Flash Animation, Graphics, Photoshop, Layout, Image Manipulation, Newsletters
Education
Montclair State University 1988 — 1991
Bachelor of Arts (B.A.), Graphic Design
County College of Morris 1986 — 1988
Associates, Graphic Design
Patti Neary-Shadle's Merrill Lynch Experience May 2003 - March 2007
Job Patient Services Representative at The Cleveland Clinic
Industry Financial Services
Experience
The Cleveland Clinic April 2011 - Present
Elyria EMH Regional Medical Center May 2009 - Present
Lockheed Martin June 2008 - July 2008
Key Bank July 2007 - March 2008
Merrill Lynch May 2003 - March 2007
Ferro Corporation August 2002 - April 2003
Ferro Corporation September 2000 - August 2002
Productivity Point February 2000 - July 2000
Productivity Point International January 2000 - July 2000
Ernst & Young March 1998 - September 1999
Education
Cuyahoga Community College 1977 — 1990
The Cleveland Clinic April 2011 - Present
Elyria EMH Regional Medical Center May 2009 - Present
Lockheed Martin June 2008 - July 2008
Key Bank July 2007 - March 2008
Merrill Lynch May 2003 - March 2007
Ferro Corporation August 2002 - April 2003
Ferro Corporation September 2000 - August 2002
Productivity Point February 2000 - July 2000
Productivity Point International January 2000 - July 2000
Ernst & Young March 1998 - September 1999
Education
Cuyahoga Community College 1977 — 1990
Anthony Cecchini's Merrill Lynch Experience August 2005 - September 2007
Job Director, Corporate Treasury & International Finance at 21st Century Oncology, Inc.
Industry Hospital & Health Care
Experience
21st Century Oncology April 2012 - Present
Citadel Securities January 2011 - August 2011
Community Education Centers April 2010 - January 2011
Oppenheimer & Co. July 2008 - March 2010
Piper Jaffray & Co. October 2007 - July 2008
Merrill Lynch August 2005 - September 2007
Antenna Software February 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Forecasting, Analysis, Microsoft Excel, Treasury Management, Corporate Finance, Cash Flow Forecasting, Financial Forecasting, Mergers & Acquisitions, Cash Management, Competitive Analysis, Market Analysis, Equity Valuation, Debt Valuation, Business Strategy, International Finance, Capital Markets, Equity Research, Market Research, Pharmaceuticals, Biotechnology, Generic Pharmaceuticals, Excel Macro Programming, Microsoft Office Macro..., Visual Basic, VBScript, C++, SQL, Java, Finance, Bloomberg, Investments, Strategy, Equities, Management, Strategic Planning, Data Analysis, Budgets
Education
D'Amore-McKim School of Business at Northeastern University
Master of Science (MS), Finance
D'Amore-McKim School of Business at Northeastern University 2012 — 2013
Master of Business Administration (MBA), Finance & International Management
21st Century Oncology April 2012 - Present
Citadel Securities January 2011 - August 2011
Community Education Centers April 2010 - January 2011
Oppenheimer & Co. July 2008 - March 2010
Piper Jaffray & Co. October 2007 - July 2008
Merrill Lynch August 2005 - September 2007
Antenna Software February 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Forecasting, Analysis, Microsoft Excel, Treasury Management, Corporate Finance, Cash Flow Forecasting, Financial Forecasting, Mergers & Acquisitions, Cash Management, Competitive Analysis, Market Analysis, Equity Valuation, Debt Valuation, Business Strategy, International Finance, Capital Markets, Equity Research, Market Research, Pharmaceuticals, Biotechnology, Generic Pharmaceuticals, Excel Macro Programming, Microsoft Office Macro..., Visual Basic, VBScript, C++, SQL, Java, Finance, Bloomberg, Investments, Strategy, Equities, Management, Strategic Planning, Data Analysis, Budgets
Education
D'Amore-McKim School of Business at Northeastern University
Master of Science (MS), Finance
D'Amore-McKim School of Business at Northeastern University 2012 — 2013
Master of Business Administration (MBA), Finance & International Management
Chris Ostenfeld's Merrill Lynch Experience 2000 - 2004
Job Systems Administrator at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard April 2012 - Present
Dell April 2009 - April 2012
Citigroup June 2007 - April 2009
IBM 2004 - 2007
Merrill Lynch 2000 - 2004
Cagiva North America 1989 - 1995
Skills
Service Management, System Administration, IT Operations, Project Management, HP, IT Service Management, VPN, Troubleshooting, Data Center, IT Strategy, PMO, System Deployment, Windows, Security, Technical Support, Process Improvement, Integration, Disaster Recovery, Virtualization, Hardware, Unix, Information Technology, Infrastructure, Computer Hardware, Business Continuity, Visio, Requirements Analysis, IT Management, Incident Management, VMware, Project Portfolio..., MS Project, Business Analysis, Project Delivery, Change Management, SharePoint, Active Directory, Servers, PMP, Windows Server, Software Documentation, DNS, Microsoft Exchange, VMware ESX, BMC Remedy, Information Security, Citrix, IIS, Operating Systems, Software Project...
Education
County College of Morris
Hewlett-Packard April 2012 - Present
Dell April 2009 - April 2012
Citigroup June 2007 - April 2009
IBM 2004 - 2007
Merrill Lynch 2000 - 2004
Cagiva North America 1989 - 1995
Skills
Service Management, System Administration, IT Operations, Project Management, HP, IT Service Management, VPN, Troubleshooting, Data Center, IT Strategy, PMO, System Deployment, Windows, Security, Technical Support, Process Improvement, Integration, Disaster Recovery, Virtualization, Hardware, Unix, Information Technology, Infrastructure, Computer Hardware, Business Continuity, Visio, Requirements Analysis, IT Management, Incident Management, VMware, Project Portfolio..., MS Project, Business Analysis, Project Delivery, Change Management, SharePoint, Active Directory, Servers, PMP, Windows Server, Software Documentation, DNS, Microsoft Exchange, VMware ESX, BMC Remedy, Information Security, Citrix, IIS, Operating Systems, Software Project...
Education
County College of Morris
Roberto Rossicone's Merrill Lynch Experience January 2008 - May 2008
Job Equity Compliance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2013 - Present
Income Research + Management February 2011 - June 2013
State Street August 2009 - February 2011
UBS June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Equities, Mutual Funds, Securities, Investments, Bonds, Emerging Markets, Investment Company Act, Private Placements, Latent Zero, Prospectus, Business Analytics, Data Structures, Close Attention to..., Communication Skills, Enthusiasm to learn, Derivatives, Bloomberg Terminal, Fixed Income, Analysis, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Candidate for Master of Business Administration (M.B.A.), Investments and Securities
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration/Bachelor of Arts, Finance and Economics
Wellington Management June 2013 - Present
Income Research + Management February 2011 - June 2013
State Street August 2009 - February 2011
UBS June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Equities, Mutual Funds, Securities, Investments, Bonds, Emerging Markets, Investment Company Act, Private Placements, Latent Zero, Prospectus, Business Analytics, Data Structures, Close Attention to..., Communication Skills, Enthusiasm to learn, Derivatives, Bloomberg Terminal, Fixed Income, Analysis, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Candidate for Master of Business Administration (M.B.A.), Investments and Securities
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration/Bachelor of Arts, Finance and Economics
Alicia Leonard's Merrill Lynch Experience 2009 - 2011
Job Teacher for the Deaf/Interpreter
Industry Education Management
Experience
Danville Public Schools August 2011 - Present
Danville Public Schools July 2009 - June 2011
Merrill Lynch 2009 - 2011
Lenoir Rhyne University 2005 - 2008
Skills
Classroom, Curriculum Design, Lesson Planning, Curriculum Development, Tutoring, Special Education, Teaching
Education
Danville Community College 2010 — 2012
Lenoir-Rhyne College 2005 — 2009
Bachelor of Arts (B.A.), Education/Teaching of Individuals with Hearing Impairments Including Deafness
Danville Public Schools August 2011 - Present
Danville Public Schools July 2009 - June 2011
Merrill Lynch 2009 - 2011
Lenoir Rhyne University 2005 - 2008
Skills
Classroom, Curriculum Design, Lesson Planning, Curriculum Development, Tutoring, Special Education, Teaching
Education
Danville Community College 2010 — 2012
Lenoir-Rhyne College 2005 — 2009
Bachelor of Arts (B.A.), Education/Teaching of Individuals with Hearing Impairments Including Deafness
Christian Ayers's Merrill Lynch Experience 2006 - 2008
Job Digital Strategy Intern at DirecTV
Industry Entertainment
Experience
DirecTV June 2015 - Present
TV4 Entertainment 2015 - Present
CBS Corporation 2013 - 2014
Fox TV Studios / Chernin Entertainment / Avenue Pictures 2010 - 2013
Merrill Lynch 2006 - 2008
Skills
Financial Modeling, Market Research, Data Analysis, Social Media, Editing, Analysis, Digital Media, Valuation, Business Development, Entertainment, Comedy, Strategy, Strategic Planning, Marketing Analytics, Analytics
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2008 — 2010
Masters in Liberal Studies, Film
Harvard University 2003 — 2007
AB, Economics, Graduated With Honors
Richard King High School 1999 — 2003
DirecTV June 2015 - Present
TV4 Entertainment 2015 - Present
CBS Corporation 2013 - 2014
Fox TV Studios / Chernin Entertainment / Avenue Pictures 2010 - 2013
Merrill Lynch 2006 - 2008
Skills
Financial Modeling, Market Research, Data Analysis, Social Media, Editing, Analysis, Digital Media, Valuation, Business Development, Entertainment, Comedy, Strategy, Strategic Planning, Marketing Analytics, Analytics
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2008 — 2010
Masters in Liberal Studies, Film
Harvard University 2003 — 2007
AB, Economics, Graduated With Honors
Richard King High School 1999 — 2003
Sadira Jan's Merrill Lynch Experience May 1998 - January 2000
Job Partner at Stewart McKelvey
Industry Law Practice
Experience
Stewart McKelvey January 2014 - Present
Stewart McKelvey June 2007 - December 2013
Stewart McKelvey June 2006 - May 2007
Stewart McKelvey May 2005 - June 2006
The Princeton Review May 2004 - February 2005
Hyatt Regency June 2000 - June 2002
Merrill Lynch May 1998 - January 2000
Skills
Mergers, Incorporation, Corporate Law, Tax, Securities, Maritime Law, Renewable Energy
Education
Dalhousie University 2003 — 2006
LLB, Specialization in Corporate Law
Vrije Universiteit Amsterdam 2005 — 2005
Bachelor of Laws, International Law and Legal Studies
Dalhousie University 1996 — 2000
BSc, Psychology
Stewart McKelvey January 2014 - Present
Stewart McKelvey June 2007 - December 2013
Stewart McKelvey June 2006 - May 2007
Stewart McKelvey May 2005 - June 2006
The Princeton Review May 2004 - February 2005
Hyatt Regency June 2000 - June 2002
Merrill Lynch May 1998 - January 2000
Skills
Mergers, Incorporation, Corporate Law, Tax, Securities, Maritime Law, Renewable Energy
Education
Dalhousie University 2003 — 2006
LLB, Specialization in Corporate Law
Vrije Universiteit Amsterdam 2005 — 2005
Bachelor of Laws, International Law and Legal Studies
Dalhousie University 1996 — 2000
BSc, Psychology
Adelino Gomes's Merrill Lynch Experience June 2008 - August 2008
Job Compliance Associate at Advent International
Industry Financial Services
Experience
Advent International July 2013 - Present
Wellington Management December 2012 - July 2013
Leader Bank February 2011 - December 2012
Leader Bank July 2010 - February 2011
U.S. Bank Corporate Trust Services November 2009 - May 2010
Wayside Wealth Management September 2009 - November 2009
Merrill Lynch June 2008 - August 2008
Skills
Data Analysis, Financial literacy, Account Reconciliation, Loans, General Ledger, Financial Analysis, Asset Managment, Risk Management, Microsoft Excel, Banking, Microsoft Word, Business Development, Research, Microsoft Office, Analysis, Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance, Investments
Harvard Extension School 2012 — 2012
Accounting and Finance
Ohio Wesleyan University 2005 — 2009
BA, Economics, Spanish
Northeastern University
Advent International July 2013 - Present
Wellington Management December 2012 - July 2013
Leader Bank February 2011 - December 2012
Leader Bank July 2010 - February 2011
U.S. Bank Corporate Trust Services November 2009 - May 2010
Wayside Wealth Management September 2009 - November 2009
Merrill Lynch June 2008 - August 2008
Skills
Data Analysis, Financial literacy, Account Reconciliation, Loans, General Ledger, Financial Analysis, Asset Managment, Risk Management, Microsoft Excel, Banking, Microsoft Word, Business Development, Research, Microsoft Office, Analysis, Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance, Investments
Harvard Extension School 2012 — 2012
Accounting and Finance
Ohio Wesleyan University 2005 — 2009
BA, Economics, Spanish
Northeastern University
Barbara Quinn's Merrill Lynch Experience October 2008 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
Boston Institute of Finance 2010 - 2012
Boston Institute of Finance 2010 - 2012
Merrill Lynch October 2008 - June 2010
A.G. Edwards July 2007 - October 2008
East West Mortgage November 2002 - July 2007
Allstate Management 2000 - 2002
Bank of Boston 1987 - 1990
Skills
Investments, Wealth Management, Loans, Series 7, Financial Services, Equities, Credit, Strategic Financial..., Mutual Funds, Asset Management, Financial Analysis, Banking, Portfolio Management, Retirement Planning, Hedge Funds, Mortgage Lending
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1987
MBA, Finance
University of Pennsylvania 1977 — 1981
BA, Sociology
Beaver Country Day School 1970 — 1977
High School
Spaulding
Boston Institute of Finance 2010 - 2012
Boston Institute of Finance 2010 - 2012
Merrill Lynch October 2008 - June 2010
A.G. Edwards July 2007 - October 2008
East West Mortgage November 2002 - July 2007
Allstate Management 2000 - 2002
Bank of Boston 1987 - 1990
Skills
Investments, Wealth Management, Loans, Series 7, Financial Services, Equities, Credit, Strategic Financial..., Mutual Funds, Asset Management, Financial Analysis, Banking, Portfolio Management, Retirement Planning, Hedge Funds, Mortgage Lending
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1987
MBA, Finance
University of Pennsylvania 1977 — 1981
BA, Sociology
Beaver Country Day School 1970 — 1977
High School
Spaulding
Arik Schechet CFP, CPA's Merrill Lynch Experience September 2009 - August 2010
Job Vice President, Relationship Management at Wellesley Investment Advisors
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
Bill Greenwood's Merrill Lynch Experience September 1999 - May 2006
Job Chief Investment Officer at AHS Investments
Industry Investment Management
Experience
AHS Investments January 2013 - Present
Reval SDR, Inc. January 2012 - December 2012
Reval November 2010 - January 2012
Meridian Fund Management Services April 2008 - November 2010
The Carlyle Group May 2006 - April 2008
Merrill Lynch September 1999 - May 2006
Rosenthal Collins Group November 1998 - March 1999
Bank of America August 1993 - September 1998
Dillon Read Capital Management August 1991 - August 1993
Chemical Bank December 1985 - August 1991
Skills
Fixed Income, Portfolio Management, Equities, Derivatives, Trading, Investment Banking, Bonds, Investments, Options, Risk Management, Securities, Due Diligence, Financial Risk, ALM, Credit, Start-ups, Mutual Funds, Finance, MBS, Capital Markets, Treasury, Structured Products, Funding, Financial Structuring, Hedge Funds, Alternative Investments, Bloomberg, High Yield, Private Placements, ABS, Financial Services, Asset Management, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 1983 — 1985
MBA, Finance
Fairfield University 1977 — 1981
BA, Economics
AHS Investments January 2013 - Present
Reval SDR, Inc. January 2012 - December 2012
Reval November 2010 - January 2012
Meridian Fund Management Services April 2008 - November 2010
The Carlyle Group May 2006 - April 2008
Merrill Lynch September 1999 - May 2006
Rosenthal Collins Group November 1998 - March 1999
Bank of America August 1993 - September 1998
Dillon Read Capital Management August 1991 - August 1993
Chemical Bank December 1985 - August 1991
Skills
Fixed Income, Portfolio Management, Equities, Derivatives, Trading, Investment Banking, Bonds, Investments, Options, Risk Management, Securities, Due Diligence, Financial Risk, ALM, Credit, Start-ups, Mutual Funds, Finance, MBS, Capital Markets, Treasury, Structured Products, Funding, Financial Structuring, Hedge Funds, Alternative Investments, Bloomberg, High Yield, Private Placements, ABS, Financial Services, Asset Management, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 1983 — 1985
MBA, Finance
Fairfield University 1977 — 1981
BA, Economics
Danny Lulla, MBA, SDRM's Merrill Lynch Experience August 2006 - January 2007
Job Healthcare Investor/Management
Industry Medical Practice
Experience
Healthcare Investor February 2012 - Present
Prairie Ventures June 2010 - February 2012
Dave K & Associates August 2008 - April 2010
Creighton University January 2008 - June 2008
First Westroads Bank April 2007 - January 2008
Merrill Lynch August 2006 - January 2007
Skills
Finance, Integration, Financial Modeling, Financial Analysis, Cross-functional Team..., Quantitative Analytics, Leadership, Business Strategy, Valuation, Strategy, Investments, Corporate Finance, Private Equity, Mergers, Due Diligence, Venture Capital, Entrepreneurship, Capital Markets, Management Consulting, Mergers & Acquisitions, Start-ups, Financial Reporting, Negotiation, Accounting, Business Planning, Portfolio Management, Forecasting
Education
Stanford University 2008 — 2009
SDRM, Risk Management
Creighton University's Heider College of Business 2006 — 2008
MBA, Finance
Creighton University's Heider College of Business 2002 — 2006
BSBA, Accounting
Healthcare Investor February 2012 - Present
Prairie Ventures June 2010 - February 2012
Dave K & Associates August 2008 - April 2010
Creighton University January 2008 - June 2008
First Westroads Bank April 2007 - January 2008
Merrill Lynch August 2006 - January 2007
Skills
Finance, Integration, Financial Modeling, Financial Analysis, Cross-functional Team..., Quantitative Analytics, Leadership, Business Strategy, Valuation, Strategy, Investments, Corporate Finance, Private Equity, Mergers, Due Diligence, Venture Capital, Entrepreneurship, Capital Markets, Management Consulting, Mergers & Acquisitions, Start-ups, Financial Reporting, Negotiation, Accounting, Business Planning, Portfolio Management, Forecasting
Education
Stanford University 2008 — 2009
SDRM, Risk Management
Creighton University's Heider College of Business 2006 — 2008
MBA, Finance
Creighton University's Heider College of Business 2002 — 2006
BSBA, Accounting
Jeff Fuchs's Merrill Lynch Experience February 2010 - December 2011
Job Management Consulting Professional
Industry Management Consulting
Experience
Merrill Lynch February 2010 - December 2011
ACS, a Xerox Company March 2000 - October 2009
Merrill Lynch August 1997 - April 2000
ADP 1996 - 1998
Skills
Microsoft Office Suite..., IBM OnDemand Content..., Hewlett Packard Quality..., SDLC, PowerPoint, Outlook, Microsoft Office, Vendor Management, PMO, Business Analysis, PeopleSoft, Process Improvement, Requirements Gathering, Integration, Requirements Analysis, Budgets, User Acceptance Testing, Quality Assurance, Business Process
Education
Seton Hall University 1982 — 1984
Bachelor of Science, Finance
County College of Morris 1980 — 1982
Associate, Business
Merrill Lynch February 2010 - December 2011
ACS, a Xerox Company March 2000 - October 2009
Merrill Lynch August 1997 - April 2000
ADP 1996 - 1998
Skills
Microsoft Office Suite..., IBM OnDemand Content..., Hewlett Packard Quality..., SDLC, PowerPoint, Outlook, Microsoft Office, Vendor Management, PMO, Business Analysis, PeopleSoft, Process Improvement, Requirements Gathering, Integration, Requirements Analysis, Budgets, User Acceptance Testing, Quality Assurance, Business Process
Education
Seton Hall University 1982 — 1984
Bachelor of Science, Finance
County College of Morris 1980 — 1982
Associate, Business
Frances Joseph's Merrill Lynch Experience August 2007 - May 2010
Job Vice President, Institutional Equity Research Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch May 2010 - December 2012
Merrill Lynch August 2007 - May 2010
Merrill Lynch June 2006 - August 2006
ProPeru March 2006 - June 2006
Skills
Equities, Capital Markets, Valuation, Bloomberg, Investments, Fixed Income, Series 7, Series 63, Bonds, Financial Markets, Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Alternative Investments
Education
Dartmouth College 2003 — 2007
BA, Government & Spanish Language and Literature
Episcopal High School, Alexandria, VA 1999 — 2003
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch May 2010 - December 2012
Merrill Lynch August 2007 - May 2010
Merrill Lynch June 2006 - August 2006
ProPeru March 2006 - June 2006
Skills
Equities, Capital Markets, Valuation, Bloomberg, Investments, Fixed Income, Series 7, Series 63, Bonds, Financial Markets, Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Alternative Investments
Education
Dartmouth College 2003 — 2007
BA, Government & Spanish Language and Literature
Episcopal High School, Alexandria, VA 1999 — 2003
Chris Janson's Merrill Lynch Experience June 2010 - August 2011
Job VP of Sales Ontario and Eastern Canada at Scotiabank Equity Derivatives Structured Products
Industry Financial Services
Experience
Scotiabank Structured Products May 2012 - Present
GMP Investment Management October 2011 - April 2012
Merrill Lynch June 2010 - August 2011
CIBC World Markets July 2006 - June 2010
RBC May 2003 - July 2006
Education
Dalhousie University 1998 — 2003
Bachelor of Commerce, Finance
Scotiabank Structured Products May 2012 - Present
GMP Investment Management October 2011 - April 2012
Merrill Lynch June 2010 - August 2011
CIBC World Markets July 2006 - June 2010
RBC May 2003 - July 2006
Education
Dalhousie University 1998 — 2003
Bachelor of Commerce, Finance
Regina Dougherty's Merrill Lynch Experience 1982 - 1991
Job Parish Secretary Part Time at Our Lady of Fatima Parish
Industry Photography
Experience
Our Lady of Fatima Parish June 2012 - Present
Photography by Regina May 1992 - Present
St Stephen Church 2003 - 2012
Merrill Lynch 1982 - 1991
Gibbs & Hill 1968 - 1981
Skills
Digital Photography, Photography, Paint Shop Pro, Attention To Detail, Microsoft Office Suite, Word, Outlook, PowerPoint, Excel, Publisher, Research, Administration, Databases, Internet, Newsletters, Organizing, Quality, Telecommunications, Testing, Team Building, Teamwork, Customer Service, Customer Relations, Data Entry, Database Administration, Adobe Acrobat, Genealogy Research, Management, Editing
Education
County College of Morris 1991 — 1993
AAS, Photography Technology
Pace University 1977 — 1985
BBA, MIS
Our Lady of Fatima Parish June 2012 - Present
Photography by Regina May 1992 - Present
St Stephen Church 2003 - 2012
Merrill Lynch 1982 - 1991
Gibbs & Hill 1968 - 1981
Skills
Digital Photography, Photography, Paint Shop Pro, Attention To Detail, Microsoft Office Suite, Word, Outlook, PowerPoint, Excel, Publisher, Research, Administration, Databases, Internet, Newsletters, Organizing, Quality, Telecommunications, Testing, Team Building, Teamwork, Customer Service, Customer Relations, Data Entry, Database Administration, Adobe Acrobat, Genealogy Research, Management, Editing
Education
County College of Morris 1991 — 1993
AAS, Photography Technology
Pace University 1977 — 1985
BBA, MIS
Reagan Evans's Merrill Lynch Experience June 2010 - November 2010
Job Sales Director at Paycom
Industry Human Resources
Experience
Paycom March 2015 - Present
Paycom April 2013 - March 2015
Paycom November 2010 - May 2013
Merrill Lynch June 2010 - November 2010
CPU April 2008 - June 2010
Paycom May 2006 - April 2008
Skills
People Skills, COBRA, Human Resources, Time & Attendance, Benefits Administration, PeopleSoft, SaaS, Background Checks, Sage, Applicant Tracking..., Employee Benefits, Payroll
Education
Dallas Baptist University
MBA, Finance
University of North Texas
Business, Entrepreneurship
Paycom March 2015 - Present
Paycom April 2013 - March 2015
Paycom November 2010 - May 2013
Merrill Lynch June 2010 - November 2010
CPU April 2008 - June 2010
Paycom May 2006 - April 2008
Skills
People Skills, COBRA, Human Resources, Time & Attendance, Benefits Administration, PeopleSoft, SaaS, Background Checks, Sage, Applicant Tracking..., Employee Benefits, Payroll
Education
Dallas Baptist University
MBA, Finance
University of North Texas
Business, Entrepreneurship
Nicholas Leichtman's Merrill Lynch Experience September 2008 - November 2009
Job Product Management Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2014 - Present
Wellington Management June 2012 - June 2013
Wediko Children's Services, Inc. November 2009 - August 2011
Merrill Lynch September 2008 - November 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Analysis, Leadership, Valuation Modeling, Bloomberg, Fixed Income, Investment Research, Alternative Investments, Product Management, Team Building, Asset Management, Finance, Quantitative Analytics, Statistics, Economics, Problem Solving, SPSS, Performance Analysis, Communication, Client Presentation, Organization, Research, Financial Statement..., Data Analysis, VBA, Investments, Equities
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA/MSF, Finance
University of Massachusetts Boston 2005 — 2009
BS, Business Management, Finance
Wellington Management May 2014 - Present
Wellington Management June 2012 - June 2013
Wediko Children's Services, Inc. November 2009 - August 2011
Merrill Lynch September 2008 - November 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Analysis, Leadership, Valuation Modeling, Bloomberg, Fixed Income, Investment Research, Alternative Investments, Product Management, Team Building, Asset Management, Finance, Quantitative Analytics, Statistics, Economics, Problem Solving, SPSS, Performance Analysis, Communication, Client Presentation, Organization, Research, Financial Statement..., Data Analysis, VBA, Investments, Equities
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA/MSF, Finance
University of Massachusetts Boston 2005 — 2009
BS, Business Management, Finance
Todd Wakefield's Merrill Lynch Experience July 2015 - Present
Job Planning at Merrill Lynch
Industry Real Estate
Experience
Merrill Lynch July 2015 - Present
Keller Williams Realty - Lake Cities June 2007 - July 2015
Dexter Thomas Financial Services 2000 - 2007
Volunteer for Congressman Sam Johnson's re-election. October 2000 - October 2000
High Profile Staffing 1999 - 1999
DSC Communications / Alcatel 1996 - 1998
Skills
REO, Real Estate, Retail, Sellers, Investment Properties, Investments, Investors, Foreclosures, Short Sales, First Time Home Buyers, Residential Homes, Finance, Retail Tenant..., Selling, Broker Price Opinion..., Drupal Development, Excel, Database, Insurance, Microsoft Excel, Property Management, Marketing, Referrals, Property, Entrepreneurship, Real Estate Transactions, Real Estate Development, Relocation, Negotiation, OpenOffice Calc, Spreadsheet, Speciality Retail, Microsoft Access, Oracle, Financial Analysis, Financial Accounting, Single Family Homes, Buyer Representation, VLOOKUP, SUMIF, VBA, financial modeling, MACROS
Education
The University of Texas at Dallas 2007 — 2008
Business / Finance
Dallas County Community College
General / Business
Merrill Lynch July 2015 - Present
Keller Williams Realty - Lake Cities June 2007 - July 2015
Dexter Thomas Financial Services 2000 - 2007
Volunteer for Congressman Sam Johnson's re-election. October 2000 - October 2000
High Profile Staffing 1999 - 1999
DSC Communications / Alcatel 1996 - 1998
Skills
REO, Real Estate, Retail, Sellers, Investment Properties, Investments, Investors, Foreclosures, Short Sales, First Time Home Buyers, Residential Homes, Finance, Retail Tenant..., Selling, Broker Price Opinion..., Drupal Development, Excel, Database, Insurance, Microsoft Excel, Property Management, Marketing, Referrals, Property, Entrepreneurship, Real Estate Transactions, Real Estate Development, Relocation, Negotiation, OpenOffice Calc, Spreadsheet, Speciality Retail, Microsoft Access, Oracle, Financial Analysis, Financial Accounting, Single Family Homes, Buyer Representation, VLOOKUP, SUMIF, VBA, financial modeling, MACROS
Education
The University of Texas at Dallas 2007 — 2008
Business / Finance
Dallas County Community College
General / Business
Kerri Webster's Merrill Lynch Experience January 1994 - Present
Job Registered Manager's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1994 - Present
Skills
Series 7, Customer Service, Financial Services, Securities, Wealth Management, Finance, Retirement, Banking, Financial Advisory, Financial Analysis, Investments, Life Insurance, Mutual Funds, Retirement Planning
Education
Newman University 1994 — 1996
Bachelors, Business
Cowley College 1992 — 1994
Associates, General
Southeast Polk Jr/High School 1975 — 1980
High School Diploma
Merrill Lynch January 1994 - Present
Skills
Series 7, Customer Service, Financial Services, Securities, Wealth Management, Finance, Retirement, Banking, Financial Advisory, Financial Analysis, Investments, Life Insurance, Mutual Funds, Retirement Planning
Education
Newman University 1994 — 1996
Bachelors, Business
Cowley College 1992 — 1994
Associates, General
Southeast Polk Jr/High School 1975 — 1980
High School Diploma
Alexandra Van Beek's Merrill Lynch Experience November 2004 - June 2007
Job Strategic Community Development Volunteer
Industry Philanthropy
Experience
Collins Stewart LLC July 2007 - December 2008
Merrill Lynch November 2004 - June 2007
United States Embassy Bogotá, Colombia June 2004 - September 2004
United States Embassy Bogotá, Colombia June 2003 - September 2003
United States Consulate Strasbourg, France March 2003 - June 2003
Skills
Financial Modeling, International Relations, Alternative Investments, Economics, Investments, Equities, Strategic Planning, Fundraising, Investment Strategies, Financial Analysis, Market Analysis, Research, Finance, Marketing, Renewable Energy
Education
Dartmouth College 2000 — 2004
B.A., History, Economics, French
Université de Toulouse-le-Mirail (Toulouse II) 2002 — 2002
Advanced Study Abroad Program, French Language and Literature
National Cathedral School 1996 — 2000
Diploma, High School
Collins Stewart LLC July 2007 - December 2008
Merrill Lynch November 2004 - June 2007
United States Embassy Bogotá, Colombia June 2004 - September 2004
United States Embassy Bogotá, Colombia June 2003 - September 2003
United States Consulate Strasbourg, France March 2003 - June 2003
Skills
Financial Modeling, International Relations, Alternative Investments, Economics, Investments, Equities, Strategic Planning, Fundraising, Investment Strategies, Financial Analysis, Market Analysis, Research, Finance, Marketing, Renewable Energy
Education
Dartmouth College 2000 — 2004
B.A., History, Economics, French
Université de Toulouse-le-Mirail (Toulouse II) 2002 — 2002
Advanced Study Abroad Program, French Language and Literature
National Cathedral School 1996 — 2000
Diploma, High School
Ahasan Uddin's Merrill Lynch Experience 2003 - 2005
Job Fullstack Software QA Maven/Lead/Architect/Manager
Industry Information Technology and Services
Experience
UnitedHealthGroup/Optum/State of Vermont July 2014 - July 2015
EmblemHealth June 2011 - March 2014
IDEXX Laboratories January 2009 - June 2011
CareFirst BlueCross BlueShield 2006 - 2008
Freelance Graphic Design Services 2000 - 2007
HUD 2005 - 2006
Merrill Lynch 2003 - 2005
Skills
Software Quality..., Testing, Test Planning, Quality Assurance, Quality Center, Test Automation, QTP, Manual Testing, System Testing, Test Cases, Unix, Automation, Regression Testing, Performance Testing, Test Management, Test Lead
Education
CUNY New York City College of Technology
Bachelor's Degree, Computer Systems Technology (Enrolled)
CUNY New York City College of Technology
Associate's Degree, Communication & Advertising Design
UnitedHealthGroup/Optum/State of Vermont July 2014 - July 2015
EmblemHealth June 2011 - March 2014
IDEXX Laboratories January 2009 - June 2011
CareFirst BlueCross BlueShield 2006 - 2008
Freelance Graphic Design Services 2000 - 2007
HUD 2005 - 2006
Merrill Lynch 2003 - 2005
Skills
Software Quality..., Testing, Test Planning, Quality Assurance, Quality Center, Test Automation, QTP, Manual Testing, System Testing, Test Cases, Unix, Automation, Regression Testing, Performance Testing, Test Management, Test Lead
Education
CUNY New York City College of Technology
Bachelor's Degree, Computer Systems Technology (Enrolled)
CUNY New York City College of Technology
Associate's Degree, Communication & Advertising Design
Jason Petruzzellis's Merrill Lynch Experience October 2009 - January 2010
Job Treasury Analyst at Automatic Data Processing Inc.
Industry Financial Services
Experience
ADP April 2015 - Present
ADP February 2013 - April 2015
ADP April 2011 - February 2013
Merrill Lynch October 2009 - January 2010
Skills
Banking, Financial Risk, SAP, Microsoft Excel, Wire Transfers, Risk Assessment, Databases, Financial Analysis, Access, Bloomberg Terminal, Outlook, Small Business, Tax, Strategic Planning, Business Process..., MS Excel Pivot Tables, Financial Statement..., Customer Satisfaction
Education
William Paterson University, Christos M. Cotsakos College of Business 2008 — 2010
Bachelor of Science, Business Administration - Finance, 3.7/4.0
County College of Morris 2007 — 2008
Associate of Science, Business Administration, 3.6/4.0
ADP April 2015 - Present
ADP February 2013 - April 2015
ADP April 2011 - February 2013
Merrill Lynch October 2009 - January 2010
Skills
Banking, Financial Risk, SAP, Microsoft Excel, Wire Transfers, Risk Assessment, Databases, Financial Analysis, Access, Bloomberg Terminal, Outlook, Small Business, Tax, Strategic Planning, Business Process..., MS Excel Pivot Tables, Financial Statement..., Customer Satisfaction
Education
William Paterson University, Christos M. Cotsakos College of Business 2008 — 2010
Bachelor of Science, Business Administration - Finance, 3.7/4.0
County College of Morris 2007 — 2008
Associate of Science, Business Administration, 3.6/4.0
Shelia Patterson's Merrill Lynch Experience December 1996 - Present
Job Life Coach & Inspirational Speaker
Industry Professional Training & Coaching
Experience
Merrill Lynch December 1996 - Present
Skills
Public Speaking, Executive Coaching, Leadership Development, Customer Service, Leadership, Motivational Speaking, Creative Problem Solving, Youth Mentoring, Employee Training, Problem Solving, Mentoring New Hires, Evaluation, PowerPoint, Inspiring People, Building Relationships, Personal Development, Banking, Passionate about work, Relationship Building, Relationship Development
Education
The American School of Professional Life Coaching
Certified Life Coach, Life Coaching
Toastmasters International
Certified Competent Communicator & Certified Competent Leader, Public Speaking, Mentoring & Presentation/Speech Evaluation
CUNY New York City College of Technology 1985 — 1988
Associate of Arts and Sciences (AAS), Data Processing
John Maxwell Certification Program
Certified Professional Trainer, Speaker and Coach, Facilitator of Mastermind groups, Leadership Lunch & Learns and Leadership Seminars
Merrill Lynch December 1996 - Present
Skills
Public Speaking, Executive Coaching, Leadership Development, Customer Service, Leadership, Motivational Speaking, Creative Problem Solving, Youth Mentoring, Employee Training, Problem Solving, Mentoring New Hires, Evaluation, PowerPoint, Inspiring People, Building Relationships, Personal Development, Banking, Passionate about work, Relationship Building, Relationship Development
Education
The American School of Professional Life Coaching
Certified Life Coach, Life Coaching
Toastmasters International
Certified Competent Communicator & Certified Competent Leader, Public Speaking, Mentoring & Presentation/Speech Evaluation
CUNY New York City College of Technology 1985 — 1988
Associate of Arts and Sciences (AAS), Data Processing
John Maxwell Certification Program
Certified Professional Trainer, Speaker and Coach, Facilitator of Mastermind groups, Leadership Lunch & Learns and Leadership Seminars
Elizabeth Heusel's Merrill Lynch Experience August 2015 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Stifel Nicolaus & Co.,Inc. June 2004 - August 2013
Education
CUNY Bronx Community College
AAS, Paralegal
Merrill Lynch August 2015 - Present
Stifel Nicolaus & Co.,Inc. June 2004 - August 2013
Education
CUNY Bronx Community College
AAS, Paralegal
Patricia (Duane) Coutain's Merrill Lynch Experience January 2006 - April 2009
Job Fitness Specialist at Madison Area YMCA Fitness Center
Industry Financial Services
Experience
Madison Area YMCA July 2015 - Present
Madison Area YMCA, Madison, New Jersey September 2012 - Present
Merrill Lynch January 2006 - April 2009
Merrill Lynch July 2003 - January 2006
Merrill Lynch July 2001 - July 2003
Merrill Lynch December 1994 - July 2001
The Olayan Group June 1987 - December 1994
Skills
Hedge Funds, Securities, Fixed Income, Capital Markets, Investments, Bloomberg, Bonds, Equities, Trading, Asset Management, Asset Managment, Series 7, Emerging Markets
Education
County College of Morris 2013 — 2016
Associate's Degree, Kinesiology and Exercise Science, Honors/Deans List
Madison Area YMCA July 2015 - Present
Madison Area YMCA, Madison, New Jersey September 2012 - Present
Merrill Lynch January 2006 - April 2009
Merrill Lynch July 2003 - January 2006
Merrill Lynch July 2001 - July 2003
Merrill Lynch December 1994 - July 2001
The Olayan Group June 1987 - December 1994
Skills
Hedge Funds, Securities, Fixed Income, Capital Markets, Investments, Bloomberg, Bonds, Equities, Trading, Asset Management, Asset Managment, Series 7, Emerging Markets
Education
County College of Morris 2013 — 2016
Associate's Degree, Kinesiology and Exercise Science, Honors/Deans List
Paul Determan's Merrill Lynch Experience 1981 - 1984
Job President at Intercal Financial
Industry Real Estate
Experience
Intercal Financial February 1992 - Present
San Diego, Ca March 1985 - June 2010
Regent Capital Group 2007 - 2010
Merrill Lynch 1981 - 1984
Education
Creighton University 1957 — 1962
Bachelor of Arts, Philosophy
US Navy Supply School 1964 — 1965
Intercal Financial February 1992 - Present
San Diego, Ca March 1985 - June 2010
Regent Capital Group 2007 - 2010
Merrill Lynch 1981 - 1984
Education
Creighton University 1957 — 1962
Bachelor of Arts, Philosophy
US Navy Supply School 1964 — 1965
Barbara Greene's Merrill Lynch Experience February 2015 - Present
Job Associate Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch October 2009 - Present
Education
Creighton University
BSMT, Medical technology & MBA classes
Merrill Lynch February 2015 - Present
Merrill Lynch October 2009 - Present
Education
Creighton University
BSMT, Medical technology & MBA classes
Xiaowei (Sherry) Cai's Merrill Lynch Experience January 2013 - June 2013
Job Master in Finance Candidate 2016
Industry Investment Banking
Experience
J.P. Morgan May 2014 - September 2014
NU Collegiate Alternative Investments Summit (CAIS) February 2012 - September 2013
Merrill Lynch January 2013 - June 2013
State Street January 2011 - June 2011
Bank of China July 2010 - July 2010
Skills
Access, Outlook, Credit Risk, Derivatives, MS Excel Pivot Tables, VBA, SQL, Data Analysis, Teamwork, Cross-functional..., Reporting & Analysis, Bloomberg Terminal, PowerPoint
Education
University of Rochester - Simon Business School 2015 — 2016
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 2009 — 2014
BSBA, Finance, MIS, Magna Cum Laude
Nankai High School 2006 — 2008
J.P. Morgan May 2014 - September 2014
NU Collegiate Alternative Investments Summit (CAIS) February 2012 - September 2013
Merrill Lynch January 2013 - June 2013
State Street January 2011 - June 2011
Bank of China July 2010 - July 2010
Skills
Access, Outlook, Credit Risk, Derivatives, MS Excel Pivot Tables, VBA, SQL, Data Analysis, Teamwork, Cross-functional..., Reporting & Analysis, Bloomberg Terminal, PowerPoint
Education
University of Rochester - Simon Business School 2015 — 2016
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 2009 — 2014
BSBA, Finance, MIS, Magna Cum Laude
Nankai High School 2006 — 2008
Steven Kats's Merrill Lynch Experience February 1990 - May 1992
Job at BMW
Industry Information Technology and Services
Experience
BMW of North America, LLC May 2007 - December 2009
UPS (United Parcel Service) May 2003 - May 2007
United Parcel Service 2003 - 2007
MERCK-MEDCO July 2001 - May 2003
GUARDIAN INSURANCE March 1998 - July 2001
Pershing August 1994 - March 1998
ISSC(IBM) - SUPERMARKETS May 1992 - August 1994
Merrill Lynch February 1990 - May 1992
HARTZ MOUNTAIN November 1988 - February 1990
Dun and Broadstreet November 1987 - November 1988
Education
County College of Morris 1980 — 1981
Computer Science
BMW of North America, LLC May 2007 - December 2009
UPS (United Parcel Service) May 2003 - May 2007
United Parcel Service 2003 - 2007
MERCK-MEDCO July 2001 - May 2003
GUARDIAN INSURANCE March 1998 - July 2001
Pershing August 1994 - March 1998
ISSC(IBM) - SUPERMARKETS May 1992 - August 1994
Merrill Lynch February 1990 - May 1992
HARTZ MOUNTAIN November 1988 - February 1990
Dun and Broadstreet November 1987 - November 1988
Education
County College of Morris 1980 — 1981
Computer Science
Stephen Vallone's Merrill Lynch Experience January 2005 - June 2005
Job Director of Client Services at Vornado Realty Trust
Industry Real Estate
Experience
Vornado Realty Trust January 2015 - Present
Vornado Realty Trust September 2011 - Present
Vornado Realty Trust August 2008 - September 2011
Vornado Realty Trust February 2007 - May 2008
Merrill Lynch January 2005 - June 2005
Education
Northeastern University - Graduate School of Business Administration 2002 — 2007
MIS, Finance
Vornado Realty Trust January 2015 - Present
Vornado Realty Trust September 2011 - Present
Vornado Realty Trust August 2008 - September 2011
Vornado Realty Trust February 2007 - May 2008
Merrill Lynch January 2005 - June 2005
Education
Northeastern University - Graduate School of Business Administration 2002 — 2007
MIS, Finance
Nicole Shrader's Merrill Lynch Experience June 1996 - June 2001
Job Project Coordinator at Eaton Corporation
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation April 2003 - Present
Merrill Lynch June 1996 - June 2001
Skills
Cross-functional Team..., Program Management, Project Management, Process Improvement, MS Project, Change Management, Engineering, Vendor Management, Integration, Contract Management, Leadership, Strategic Planning, Management, Budgets, Business Analysis, Telecommunications
Education
Creighton University 1992 — 1996
Bachelor of Arts (BA), Business
Eaton Corporation April 2003 - Present
Merrill Lynch June 1996 - June 2001
Skills
Cross-functional Team..., Program Management, Project Management, Process Improvement, MS Project, Change Management, Engineering, Vendor Management, Integration, Contract Management, Leadership, Strategic Planning, Management, Budgets, Business Analysis, Telecommunications
Education
Creighton University 1992 — 1996
Bachelor of Arts (BA), Business
Brad Valentine's Merrill Lynch Experience August 2000 - February 2009
Job Managing Partner at Valentine Investments, LLC
Industry Investment Management
Experience
Valentine Investments, LLC June 2010 - Present
Raymond James Financial Inc. February 2009 - June 2010
Merrill Lynch August 2000 - February 2009
Fort Worth ISD August 1999 - August 2000
Arlington ISD August 1998 - May 1999
Skills
Wealth Management, Retirement Planning, Mutual Funds, Securities, Management, Investments, Asset Managment, Asset Management, Asset Allocation, Alternative Investments, Capital Markets, Finance, Wealth Management...
Education
Dallas Baptist University 1994 — 1998
Bachelor's degree, History
Valentine Investments, LLC June 2010 - Present
Raymond James Financial Inc. February 2009 - June 2010
Merrill Lynch August 2000 - February 2009
Fort Worth ISD August 1999 - August 2000
Arlington ISD August 1998 - May 1999
Skills
Wealth Management, Retirement Planning, Mutual Funds, Securities, Management, Investments, Asset Managment, Asset Management, Asset Allocation, Alternative Investments, Capital Markets, Finance, Wealth Management...
Education
Dallas Baptist University 1994 — 1998
Bachelor's degree, History
Edwin Carbery's Merrill Lynch Experience July 2007 - January 2008
Job Graduate Student at Montclair State University
Industry Research
Experience
A&P Supermarkets August 1999 - Present
Montclair State University January 2012 - May 2013
Merrill Lynch July 2007 - January 2008
Skills
Teaching, Research, SPSS, Computers, Customer Service, Tutoring, Programming Languages, Academia, Psychology, Abnormal Psychology, PsycINFO, ProQuest, University Teaching, College Teaching, Blackboard, Literature Reviews, Internet, Exceptional People..., Multicultural..., Social Psychology, Leadership, Leadership Development, Higher Education, Data Analysis
Education
Montclair State University 2010 — 2014
Master of Arts (M.A.), Psychology, 3.96 GPA
The College of New Jersey 2003 — 2007
Bachelor of Science (B.S.), Computer Science with a minor in Psychology
County College of Morris 2001 — 2003
Associate in Applied Science, Computer Science, 3.862
A&P Supermarkets August 1999 - Present
Montclair State University January 2012 - May 2013
Merrill Lynch July 2007 - January 2008
Skills
Teaching, Research, SPSS, Computers, Customer Service, Tutoring, Programming Languages, Academia, Psychology, Abnormal Psychology, PsycINFO, ProQuest, University Teaching, College Teaching, Blackboard, Literature Reviews, Internet, Exceptional People..., Multicultural..., Social Psychology, Leadership, Leadership Development, Higher Education, Data Analysis
Education
Montclair State University 2010 — 2014
Master of Arts (M.A.), Psychology, 3.96 GPA
The College of New Jersey 2003 — 2007
Bachelor of Science (B.S.), Computer Science with a minor in Psychology
County College of Morris 2001 — 2003
Associate in Applied Science, Computer Science, 3.862
cecen handali's Merrill Lynch Experience 2002 - 2002
Job Tax Controller at Toys R Us
Industry Information Technology and Services
Experience
Toys R Us March 2014 - Present
Oracle February 2013 - February 2014
AIG May 2007 - January 2013
GE Capital September 2002 - May 2007
Merrill Lynch 2002 - 2002
UBS 1999 - 2002
Citi 1988 - 1999
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Tax, Financial Reporting, US GAAP, Corporate Tax, CPA, International Tax, GAAP, Tax Accounting, SEC filings, Auditing, Income Tax, Transfer Pricing, Mergers & Acquisitions, SEC Filings
Education
St. John's University New York City 1991 — 1993
Master of Business Administration (MBA), Taxation
CUNY York College 1987 — 1990
Bachelor of Science (BS), Accounting
Regina pacis
Toys R Us March 2014 - Present
Oracle February 2013 - February 2014
AIG May 2007 - January 2013
GE Capital September 2002 - May 2007
Merrill Lynch 2002 - 2002
UBS 1999 - 2002
Citi 1988 - 1999
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Tax, Financial Reporting, US GAAP, Corporate Tax, CPA, International Tax, GAAP, Tax Accounting, SEC filings, Auditing, Income Tax, Transfer Pricing, Mergers & Acquisitions, SEC Filings
Education
St. John's University New York City 1991 — 1993
Master of Business Administration (MBA), Taxation
CUNY York College 1987 — 1990
Bachelor of Science (BS), Accounting
Regina pacis
Connie Ridler's Merrill Lynch Experience August 1984 - Present
Job senior registered client associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1984 - Present
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Uniform Combined State..., Investments, Securities, Equities, Asset Allocation, Fixed Income, Portfolio Management, Strategic Financial..., Investment Advisory, Alternative Investments
Education
Cuyahoga Community College 1968 — 1969
Accounting
Merrill Lynch August 1984 - Present
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Uniform Combined State..., Investments, Securities, Equities, Asset Allocation, Fixed Income, Portfolio Management, Strategic Financial..., Investment Advisory, Alternative Investments
Education
Cuyahoga Community College 1968 — 1969
Accounting
Patrick Merkle's Merrill Lynch Experience September 1995 - December 2008
Job IT Service Management (Change, Incident, Release, Problem Management & More)
Industry Banking
Experience
W2 Contract, Temp and other Endeavors February 2014 - Present
Bank of America / Merrill Lynch / Smith New Court June 1990 - March 2014
Bank of America January 2008 - February 2014
Merrill Lynch September 1995 - December 2008
Smith New Court June 1990 - September 1995
Nourt American Industries September 1989 - July 1990
Homestead Land Development March 1988 - August 1989
Pitney Bowes February 1987 - March 1988
Mother Tuckers’s Food Experience October 1984 - January 1987
Skills
Disaster Recovery, System Administration, Hardware, Security, Networking, Cisco Technologies, Databases, Information Technology, Incident Management, Help Desk Support, Technology Change..., IP Networking, Social Networking, Network Administration, Network Security, PC Software, PC Hardware, IT Operations, ADSF - Application..., SOX - Sarbanes Oxley, Relational Databases, Windows XP, Windows 8, Windows Server, Windows 7, Windows NT, SQL Servers, Change Requests, Cisco Security, WordPress, Mac OS, Computer Operator, Operations Management, Windows Desktop..., Midrange Systems, Twitter, Facebook, TCP/IP, MQ-Series, Skype, wordle, Fully Qualified Domain, ITSM – Information..., Stratus, MaxPro, Enguard, eSmart, DHCP - Dynamic Host..., PMRS, TCAM
Education
DeVry Institute of Technology 1985 — 1988
Bachelor of Science in Computer Information Systems, Emphasis on Computer Programming, Business Management & Accounting
Curry College 1983 — 1984
W2 Contract, Temp and other Endeavors February 2014 - Present
Bank of America / Merrill Lynch / Smith New Court June 1990 - March 2014
Bank of America January 2008 - February 2014
Merrill Lynch September 1995 - December 2008
Smith New Court June 1990 - September 1995
Nourt American Industries September 1989 - July 1990
Homestead Land Development March 1988 - August 1989
Pitney Bowes February 1987 - March 1988
Mother Tuckers’s Food Experience October 1984 - January 1987
Skills
Disaster Recovery, System Administration, Hardware, Security, Networking, Cisco Technologies, Databases, Information Technology, Incident Management, Help Desk Support, Technology Change..., IP Networking, Social Networking, Network Administration, Network Security, PC Software, PC Hardware, IT Operations, ADSF - Application..., SOX - Sarbanes Oxley, Relational Databases, Windows XP, Windows 8, Windows Server, Windows 7, Windows NT, SQL Servers, Change Requests, Cisco Security, WordPress, Mac OS, Computer Operator, Operations Management, Windows Desktop..., Midrange Systems, Twitter, Facebook, TCP/IP, MQ-Series, Skype, wordle, Fully Qualified Domain, ITSM – Information..., Stratus, MaxPro, Enguard, eSmart, DHCP - Dynamic Host..., PMRS, TCAM
Education
DeVry Institute of Technology 1985 — 1988
Bachelor of Science in Computer Information Systems, Emphasis on Computer Programming, Business Management & Accounting
Curry College 1983 — 1984
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank