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
Chelsea Gordon Chelsea Gordon's Merrill Lynch Experience 2012 - 2012
Job Client Service Representative at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ June 2014 - July 2015
Bloomberg LP August 2013 - May 2014
Davidson College September 2011 - May 2014
American Red Cross in Greater New York July 2013 - August 2013
Merrill Lynch 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Salesforce.com, Research, Business Development, Social Media, Finance, Financial Analysis, Financial Modeling, Financial Planning, PowerPoint, Editing, Marketing, Public Speaking, Non-profit Fund..., Bloomberg Terminal, Microsoft Word
Education
Davidson College 2011 — 2014
Bachelor of Arts (BA), Economics
Trinity College-Hartford 2010 — 2011
Bergen County Academies
Bergen County Academies
S&P Capital IQ June 2014 - July 2015
Bloomberg LP August 2013 - May 2014
Davidson College September 2011 - May 2014
American Red Cross in Greater New York July 2013 - August 2013
Merrill Lynch 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Salesforce.com, Research, Business Development, Social Media, Finance, Financial Analysis, Financial Modeling, Financial Planning, PowerPoint, Editing, Marketing, Public Speaking, Non-profit Fund..., Bloomberg Terminal, Microsoft Word
Education
Davidson College 2011 — 2014
Bachelor of Arts (BA), Economics
Trinity College-Hartford 2010 — 2011
Bergen County Academies
Bergen County Academies
Matt McDonald Matt McDonald's Merrill Lynch Experience September 2007 - December 2007
Job Strategy & Operations Lead, YouTube Marketing
Industry Internet
Experience
Google January 2013 - Present
Kiwi Crate June 2012 - December 2012
Spotify November 2011 - March 2012
Booz Allen Hamilton August 2010 - November 2011
Merrill Lynch September 2007 - December 2007
Skills
Competitive Analysis, Due Diligence, Financial Modeling, Market Research, Strategic Planning, Business Development, Data Analysis, Strategy, Financial Analysis, Management Consulting, Entrepreneurship, Start-ups, Business Strategy, Program Management, Consulting, CRM, Management, Product Marketing, Marketing, Analytics, Strategic Partnerships
Education
Dartmouth College 2005 — 2009
AB, History
Google January 2013 - Present
Kiwi Crate June 2012 - December 2012
Spotify November 2011 - March 2012
Booz Allen Hamilton August 2010 - November 2011
Merrill Lynch September 2007 - December 2007
Skills
Competitive Analysis, Due Diligence, Financial Modeling, Market Research, Strategic Planning, Business Development, Data Analysis, Strategy, Financial Analysis, Management Consulting, Entrepreneurship, Start-ups, Business Strategy, Program Management, Consulting, CRM, Management, Product Marketing, Marketing, Analytics, Strategic Partnerships
Education
Dartmouth College 2005 — 2009
AB, History
Conor Fernandez Conor Fernandez's Merrill Lynch Experience July 2008 - June 2010
Job Global Supply Manager at 3D Robotics
Industry Consumer Electronics
Experience
3D Robotics July 2015 - Present
Activid March 2014 - July 2015
SekureTrak June 2014 - August 2014
Snow Phipps Group July 2010 - January 2013
Merrill Lynch July 2008 - June 2010
Skills
Private Equity, Financial Modeling, Valuation, Financial Analysis, M&A experience, Due Diligence, Data Analysis, Market Research, Investments, Analytics, Portfolio Management, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Operations, Statistics, and Strategy
Dartmouth College 2004 — 2008
Bachelor of Arts (BA), Economics
3D Robotics July 2015 - Present
Activid March 2014 - July 2015
SekureTrak June 2014 - August 2014
Snow Phipps Group July 2010 - January 2013
Merrill Lynch July 2008 - June 2010
Skills
Private Equity, Financial Modeling, Valuation, Financial Analysis, M&A experience, Due Diligence, Data Analysis, Market Research, Investments, Analytics, Portfolio Management, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Operations, Statistics, and Strategy
Dartmouth College 2004 — 2008
Bachelor of Arts (BA), Economics
Jim Heard Jim Heard's Merrill Lynch Experience 1994 - 1998
Job President & CEO at TrueWealth | Wealth Management | Financial Planning | 30+ Yrs Financial Services Experience
Industry Financial Services
Experience
TrueWealth Management 1999 - Present
Merrill Lynch 1994 - 1998
AJGA 1979 - 1981
Skills
Wealth Management, Financial Advisory, Financial Planners, Investment Strategies
Education
Davidson College 1975 — 1979
BA, History
Druid Hills High School 1971 — 1975
TrueWealth Management 1999 - Present
Merrill Lynch 1994 - 1998
AJGA 1979 - 1981
Skills
Wealth Management, Financial Advisory, Financial Planners, Investment Strategies
Education
Davidson College 1975 — 1979
BA, History
Druid Hills High School 1971 — 1975
James Pleat's Merrill Lynch Experience August 2012 - September 2012
Job Client Account ManagerFund Accounting at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Tuck School of Business at Dartmouth College June 2013 - July 2013
Dartmouth College Golf Team September 2009 - April 2013
Merrill Lynch August 2012 - September 2012
Manchester Country Club June 2010 - September 2011
Skills
Golf, Macroeconomics, Econometrics, Social Media, PowerPoint, Analytical Skills, Teamwork, Leadership, High Organizational..., Environmental Science, Corporate Finance, Calculus, Problem Solving, Stata, Microsoft Excel, Facebook, Sports, Data Analysis, Research, Marketing, Statistics, Analysis, Microsoft Office, Public Speaking, Microsoft Word
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Sydney
Brown Brothers Harriman January 2014 - Present
Tuck School of Business at Dartmouth College June 2013 - July 2013
Dartmouth College Golf Team September 2009 - April 2013
Merrill Lynch August 2012 - September 2012
Manchester Country Club June 2010 - September 2011
Skills
Golf, Macroeconomics, Econometrics, Social Media, PowerPoint, Analytical Skills, Teamwork, Leadership, High Organizational..., Environmental Science, Corporate Finance, Calculus, Problem Solving, Stata, Microsoft Excel, Facebook, Sports, Data Analysis, Research, Marketing, Statistics, Analysis, Microsoft Office, Public Speaking, Microsoft Word
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Sydney
Bob Whaling's Merrill Lynch Experience July 2012 - Present
Job Financial Advisor at Merrill Lynch with Leonard and Whaling Group
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Whaling Consulting July 2011 - July 2012
Aon Risk Solutions January 2011 - July 2011
Aon Risk Services December 1986 - January 2011
Aon Risk Services April 2001 - April 2005
Pilot Insurance Agency October 1977 - December 1986
Education
University of North Carolina at Chapel Hill 1974 — 1977
JD, Law
Davidson College 1970 — 1974
BA, Economics
McCallie School 1967 — 1970
High School, High School/Secondary Diploma Programs
Merrill Lynch July 2012 - Present
Whaling Consulting July 2011 - July 2012
Aon Risk Solutions January 2011 - July 2011
Aon Risk Services December 1986 - January 2011
Aon Risk Services April 2001 - April 2005
Pilot Insurance Agency October 1977 - December 1986
Education
University of North Carolina at Chapel Hill 1974 — 1977
JD, Law
Davidson College 1970 — 1974
BA, Economics
McCallie School 1967 — 1970
High School, High School/Secondary Diploma Programs
Jay Hanlon Jay Hanlon's Merrill Lynch Experience September 1998 - February 2012
Job VP of Community Growth at Stack Exchange
Industry Internet
Experience
Stack Exchange July 2012 - Present
Merrill Lynch September 1998 - February 2012
Education
Dartmouth College 1993 — 1998
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General, Graduated with Honors
Stuyvesant High School 1988 — 1993
Stack Exchange July 2012 - Present
Merrill Lynch September 1998 - February 2012
Education
Dartmouth College 1993 — 1998
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General, Graduated with Honors
Stuyvesant High School 1988 — 1993
Alexander Assaf, CFS®'s Merrill Lynch Experience June 2007 - September 2007
Job Regional Business Consultant (External Wholesaler)
Industry Financial Services
Experience
James Alpha Management September 2015 - Present
Curian Capital March 2014 - September 2015
Curian Capital July 2012 - March 2014
New England Financial April 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Vultur Project July 2010 - September 2010
Johns Hopkins Hospital July 2009 - September 2009
Merrill Lynch June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Classical Studies
Jesuit High School New Orleans 2001 — 2006
High School Diploma, General
James Alpha Management September 2015 - Present
Curian Capital March 2014 - September 2015
Curian Capital July 2012 - March 2014
New England Financial April 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Vultur Project July 2010 - September 2010
Johns Hopkins Hospital July 2009 - September 2009
Merrill Lynch June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Classical Studies
Jesuit High School New Orleans 2001 — 2006
High School Diploma, General
Varsha Venugopal's Merrill Lynch Experience July 2011 - August 2012
Job Director, Performance Intelligence at Adroit Digital
Industry Marketing and Advertising
Experience
Adroit Digital June 2015 - Present
Adroit Digital March 2015 - June 2015
Adroit Digital January 2014 - March 2015
IBM June 2013 - August 2013
Merrill Lynch July 2011 - August 2012
The Sherwood Institute May 2010 - August 2010
Skills
Data Analysis, Matlab, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Reference Data, SQL, R, Statistics, SPSS, Sawtooth, Quantitative Analytics
Education
Dartmouth College 2012 — 2013
Master of Engineering Management
The Cooper Union for the Advancement of Science and Art 2007 — 2011
BE, Chemical Engineering
West Windsor Plainsboro High School South 2003 — 2007
Adroit Digital June 2015 - Present
Adroit Digital March 2015 - June 2015
Adroit Digital January 2014 - March 2015
IBM June 2013 - August 2013
Merrill Lynch July 2011 - August 2012
The Sherwood Institute May 2010 - August 2010
Skills
Data Analysis, Matlab, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Reference Data, SQL, R, Statistics, SPSS, Sawtooth, Quantitative Analytics
Education
Dartmouth College 2012 — 2013
Master of Engineering Management
The Cooper Union for the Advancement of Science and Art 2007 — 2011
BE, Chemical Engineering
West Windsor Plainsboro High School South 2003 — 2007
Jill Dudley Jill Dudley's Merrill Lynch Experience 2006 - 2009
Job Senior Executive Recruiter Northeast Region
Industry Insurance
Experience
The Rogan Group 2015 - Present
Rodan+Fields Dermatologists February 2015 - Present
Jill Dudley Weddings and Events 2010 - Present
Waddell & Reed 2009 - 2012
Merrill Lynch 2006 - 2009
North American Insurance Services, Inc. (now owned by CBIZ, Inc.) 2004 - 2006
Skills
Wedding Planning, Financial Analysis, Microsoft Office, Coaching, Event Planning, Microsoft Word, Stress, Weddings, Fashion, Nutrition, Microsoft Excel, Personal Training, Endurance Training, Diet Coach/Planning, Endurance, Wellness, Consulting, Leadership, Fitness, Small Business, Marketing, Management Consulting, Team Building, Marketing Strategy, Social Media, Customer Service, Wellness Coaching, Lifestyle, Public Speaking, Management, Training
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (BA), Geography and English
Parsons School of Design 2003 — 2004
Architecture and Interior Design
The Rogan Group 2015 - Present
Rodan+Fields Dermatologists February 2015 - Present
Jill Dudley Weddings and Events 2010 - Present
Waddell & Reed 2009 - 2012
Merrill Lynch 2006 - 2009
North American Insurance Services, Inc. (now owned by CBIZ, Inc.) 2004 - 2006
Skills
Wedding Planning, Financial Analysis, Microsoft Office, Coaching, Event Planning, Microsoft Word, Stress, Weddings, Fashion, Nutrition, Microsoft Excel, Personal Training, Endurance Training, Diet Coach/Planning, Endurance, Wellness, Consulting, Leadership, Fitness, Small Business, Marketing, Management Consulting, Team Building, Marketing Strategy, Social Media, Customer Service, Wellness Coaching, Lifestyle, Public Speaking, Management, Training
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (BA), Geography and English
Parsons School of Design 2003 — 2004
Architecture and Interior Design
Jeffrey Lumpp's Merrill Lynch Experience May 2006 - August 2006
Job Vice President & Chief Financial Officer
Industry Financial Services
Experience
Fifth Third Bank October 2013 - Present
The University of Findlay July 2015 - August 2015
Fifth Third Bank June 2011 - October 2013
Fifth Third Bank September 2008 - June 2011
Fifth Third Bank February 2007 - September 2008
Merrill Lynch May 2006 - August 2006
Skills
Credit, Commercial Banking, Financial Reporting, Risk, Pricing, Credit Analysis, Underwriting, Banking, Financial Analysis, Financial Planning, Essbase, Excel, Hyperion, Budgeting, Retail Banking, Cross Selling, Process Improvement, Branch Banking, Cash Flow, Treasury Management, Analysis, Sales, Financial Risk, Budgets, Accounting
Education
Davenport University 2012 — 2013
MBA, Executive Program, Strategic Management
Michigan State University - The Eli Broad College of Business 2003 — 2007
Finance, Finance/Economics, 3.92
Fifth Third Bank October 2013 - Present
The University of Findlay July 2015 - August 2015
Fifth Third Bank June 2011 - October 2013
Fifth Third Bank September 2008 - June 2011
Fifth Third Bank February 2007 - September 2008
Merrill Lynch May 2006 - August 2006
Skills
Credit, Commercial Banking, Financial Reporting, Risk, Pricing, Credit Analysis, Underwriting, Banking, Financial Analysis, Financial Planning, Essbase, Excel, Hyperion, Budgeting, Retail Banking, Cross Selling, Process Improvement, Branch Banking, Cash Flow, Treasury Management, Analysis, Sales, Financial Risk, Budgets, Accounting
Education
Davenport University 2012 — 2013
MBA, Executive Program, Strategic Management
Michigan State University - The Eli Broad College of Business 2003 — 2007
Finance, Finance/Economics, 3.92
Elizabeth Jacobi's Merrill Lynch Experience May 2014 - August 2014
Job Disputes & Investigations Summer Associate at Navigant
Industry Higher Education
Experience
HerCampus Davidson March 2014 - Present
Davidson College August 2012 - Present
Navigant May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
American Pool May 2009 - August 2013
Skills
Economics, Research, Financial Analysis, Microsoft Excel, Microsoft Office, Lifeguarding, Cpr Certified, AED, First Aid, Swimming, Teamwork, Community Outreach, Public Speaking, Social Media, PowerPoint
Education
Davidson College 2012 — 2016
Bachelor's Degree, Economics
Danish Institute for Study Abroad 2014 — 2014
Economics
The Peddie School 2007 — 2012
High School
HerCampus Davidson March 2014 - Present
Davidson College August 2012 - Present
Navigant May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
American Pool May 2009 - August 2013
Skills
Economics, Research, Financial Analysis, Microsoft Excel, Microsoft Office, Lifeguarding, Cpr Certified, AED, First Aid, Swimming, Teamwork, Community Outreach, Public Speaking, Social Media, PowerPoint
Education
Davidson College 2012 — 2016
Bachelor's Degree, Economics
Danish Institute for Study Abroad 2014 — 2014
Economics
The Peddie School 2007 — 2012
High School
Nicholas Carlson Nicholas Carlson's Merrill Lynch Experience May 2005 - March 2006
Job EiC of INSIDER and author of "Marissa Mayer and the Fight to Save Yahoo!"
Industry Writing and Editing
Experience
INSIDER August 2015 - Present
Business Insider August 2013 - August 2015
Business Insider October 2008 - July 2013
Gawker Media October 2007 - October 2008
InternetNews.com March 2006 - October 2007
Merrill Lynch May 2005 - March 2006
Education
Davidson College 2001 — 2005
Bachelor of Arts, English
Tampa Preparatory School
INSIDER August 2015 - Present
Business Insider August 2013 - August 2015
Business Insider October 2008 - July 2013
Gawker Media October 2007 - October 2008
InternetNews.com March 2006 - October 2007
Merrill Lynch May 2005 - March 2006
Education
Davidson College 2001 — 2005
Bachelor of Arts, English
Tampa Preparatory School
Jonathan Moran Jonathan Moran's Merrill Lynch Experience June 2015 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch June 2014 - August 2014
UPS December 2012 - December 2013
Hunt Valley Golf Club June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Loyola Blakefield High School 2008 — 2012
Diploma
Merrill Lynch June 2015 - Present
Merrill Lynch June 2014 - August 2014
UPS December 2012 - December 2013
Hunt Valley Golf Club June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Loyola Blakefield High School 2008 — 2012
Diploma
Martyna Lopaczynska Martyna Lopaczynska's Merrill Lynch Experience January 2006 - March 2006
Job MBA Summer Intern at athenahealth
Industry Management Consulting
Experience
athenahealth June 2015 - Present
MBA Candidate July 2014 - Present
Booz Allen Hamilton July 2013 - June 2014
Booz Allen Hamilton June 2010 - June 2013
ICOR Partners, LLC January 2010 - July 2010
ICOR Partners, LLC September 2008 - January 2010
IXI Corporation July 2007 - August 2008
Merrill Lynch January 2006 - March 2006
Skills
Program Management, Strategic Planning, Enterprise Software, Financial Modeling, Six Sigma, Business Intelligence, Integration, Project Management, Change Management, Management Consulting, Business Process..., Training, Mergers & Acquisitions, Business Transformation
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Health/Health Care Administration/Management
Dartmouth College 2003 — 2007
BA, Economics
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Economics
athenahealth June 2015 - Present
MBA Candidate July 2014 - Present
Booz Allen Hamilton July 2013 - June 2014
Booz Allen Hamilton June 2010 - June 2013
ICOR Partners, LLC January 2010 - July 2010
ICOR Partners, LLC September 2008 - January 2010
IXI Corporation July 2007 - August 2008
Merrill Lynch January 2006 - March 2006
Skills
Program Management, Strategic Planning, Enterprise Software, Financial Modeling, Six Sigma, Business Intelligence, Integration, Project Management, Change Management, Management Consulting, Business Process..., Training, Mergers & Acquisitions, Business Transformation
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Health/Health Care Administration/Management
Dartmouth College 2003 — 2007
BA, Economics
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Economics
Jack Nicholson, CFP® Jack Nicholson, CFP®'s Merrill Lynch Experience May 1982 - October 1984
Job
Industry Investment Management
Experience
Kovitz Investment Group March 2014 - Present
BMO Private Bank November 2009 - March 2014
BMO Private Bank December 2006 - November 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Donors Forum of Chicago 1999 - 2005
American Bankers Association 1995 - 1998
Fidelity Investments Premium Assets Group 1996 - 1997
American National Bank and Trust Company of Chicago/First Chicago Corp. April 1994 - July 1996
First National Bank of Chicago September 1985 - July 1996
Merrill Lynch May 1982 - October 1984
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Masters in Management (MM), Marketing/Mgmt Policy/Org Behavior
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Kovitz Investment Group March 2014 - Present
BMO Private Bank November 2009 - March 2014
BMO Private Bank December 2006 - November 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Donors Forum of Chicago 1999 - 2005
American Bankers Association 1995 - 1998
Fidelity Investments Premium Assets Group 1996 - 1997
American National Bank and Trust Company of Chicago/First Chicago Corp. April 1994 - July 1996
First National Bank of Chicago September 1985 - July 1996
Merrill Lynch May 1982 - October 1984
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Masters in Management (MM), Marketing/Mgmt Policy/Org Behavior
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Mayer Schein Mayer Schein's Merrill Lynch Experience December 2013 - March 2014
Job Student at Dartmouth College
Industry Computer Software
Experience
Dartmouth College August 2012 - Present
The Dartmouth, Inc. January 2013 - January 2015
Merrill Lynch December 2013 - March 2014
Yeshivat HaKotel August 2011 - June 2012
Skills
Entrepreneurship, Social Media, Public Speaking, Editing, Research, Fundraising, Facebook, Event Planning, Nonprofits, Social Media Marketing, Microsoft Office, Teaching, Data Analysis, English, PowerPoint, Social Networking, Operational Risk..., Microsoft Excel, Microsoft Word, Leadership, Teamwork, Economics, Computer Science, Social Skills
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Computer Science and Economics
Yeshivat Hakotel 2011 — 2012
DRS Yeshiva High School 2007 — 2011
Dartmouth College August 2012 - Present
The Dartmouth, Inc. January 2013 - January 2015
Merrill Lynch December 2013 - March 2014
Yeshivat HaKotel August 2011 - June 2012
Skills
Entrepreneurship, Social Media, Public Speaking, Editing, Research, Fundraising, Facebook, Event Planning, Nonprofits, Social Media Marketing, Microsoft Office, Teaching, Data Analysis, English, PowerPoint, Social Networking, Operational Risk..., Microsoft Excel, Microsoft Word, Leadership, Teamwork, Economics, Computer Science, Social Skills
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Computer Science and Economics
Yeshivat Hakotel 2011 — 2012
DRS Yeshiva High School 2007 — 2011
Robert G. Krebs, Jr Robert G. Krebs, Jr's Merrill Lynch Experience April 1993 - August 2011
Job Senior Vice President, Investments at Blue Ocean Wealth Advisors of Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Raymond James October 2011 - Present
Merrill Lynch April 1993 - August 2011
U.S. Army June 1973 - June 1993
Skills
Investments, Wealth Management, Strategic Financial..., Risk Management, Estate Planning, Asset Managment, Securities, Portfolio Management, Retirement Planning, Strategic Planning, Insurance, Financial Analysis, Series 7, Operations Management, Process Improvement, Mergers, Business Development, Real Estate, Analysis, Credit
Education
Long Island University, C.W. Post Campus 1981 — 1984
Master of Business Administration (MBA), Business Management
Duke University 1980 — 1981
Masters of Education, Guidance and Counseling
Davidson College 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Pre-Medicine/Pre-Medical Studies
Carlisle Senior High School 1967 — 1969
Raymond James October 2011 - Present
Raymond James October 2011 - Present
Merrill Lynch April 1993 - August 2011
U.S. Army June 1973 - June 1993
Skills
Investments, Wealth Management, Strategic Financial..., Risk Management, Estate Planning, Asset Managment, Securities, Portfolio Management, Retirement Planning, Strategic Planning, Insurance, Financial Analysis, Series 7, Operations Management, Process Improvement, Mergers, Business Development, Real Estate, Analysis, Credit
Education
Long Island University, C.W. Post Campus 1981 — 1984
Master of Business Administration (MBA), Business Management
Duke University 1980 — 1981
Masters of Education, Guidance and Counseling
Davidson College 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Pre-Medicine/Pre-Medical Studies
Carlisle Senior High School 1967 — 1969
Richard Knupp Richard Knupp's Merrill Lynch Experience April 2007 - October 2008
Job Associate Athletic Director, Development at Rutgers University
Industry Higher Education
Experience
Rutgers University July 2015 - Present
Rutgers University December 2012 - June 2015
Lehigh University July 2011 - December 2012
Lehigh University May 2009 - July 2011
Merrill Lynch April 2007 - October 2008
Prudential Financial September 2005 - April 2007
Skills
Financial Statement..., Expense Management, Financial Modeling, Valuation, Corporate Finance, Forecasting, Fixed Income, Capital Markets, Budget, Financial Analysis, Bloomberg, Investments, Research, Data Analysis, Project Management, Microsoft Excel, PowerPoint, Business Strategy, Analysis, Fundraising, Volunteer Management, Event Management, Relationship Management, Budgets, Event Planning, Alumni Relations, Annual Giving, Microsoft Office, Higher Education, Program Management, Strategic Planning
Education
Lehigh University - College of Business and Economics 2009 — 2011
Master of Business Administration, Finance
Dartmouth College 2001 — 2005
Bachelor of Arts, Economics, Finance
University of California, Santa Barbara 2003 — 2003
Exchange Program – Coursework in International Trade
Rutgers University July 2015 - Present
Rutgers University December 2012 - June 2015
Lehigh University July 2011 - December 2012
Lehigh University May 2009 - July 2011
Merrill Lynch April 2007 - October 2008
Prudential Financial September 2005 - April 2007
Skills
Financial Statement..., Expense Management, Financial Modeling, Valuation, Corporate Finance, Forecasting, Fixed Income, Capital Markets, Budget, Financial Analysis, Bloomberg, Investments, Research, Data Analysis, Project Management, Microsoft Excel, PowerPoint, Business Strategy, Analysis, Fundraising, Volunteer Management, Event Management, Relationship Management, Budgets, Event Planning, Alumni Relations, Annual Giving, Microsoft Office, Higher Education, Program Management, Strategic Planning
Education
Lehigh University - College of Business and Economics 2009 — 2011
Master of Business Administration, Finance
Dartmouth College 2001 — 2005
Bachelor of Arts, Economics, Finance
University of California, Santa Barbara 2003 — 2003
Exchange Program – Coursework in International Trade
Miller Kathleen Miller Kathleen's Merrill Lynch Experience September 2005 - August 2009
Job 401(k) Implementation Analyst at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial August 2009 - Present
Merrill Lynch September 2005 - August 2009
Great-West Financial September 1999 - September 2005
Merrill Lynch January 1998 - September 1999
Merrill Lynch February 1997 - December 1997
Skills
Financial Services, Customer Service, Business Analysis, Relationship Management, 401k, Process Improvement, Analysis
Education
Davis and Elkins College 1992 — 1996
Bachelor's degree, Psychology & Fashion Merchandising
Great-West Financial August 2009 - Present
Merrill Lynch September 2005 - August 2009
Great-West Financial September 1999 - September 2005
Merrill Lynch January 1998 - September 1999
Merrill Lynch February 1997 - December 1997
Skills
Financial Services, Customer Service, Business Analysis, Relationship Management, 401k, Process Improvement, Analysis
Education
Davis and Elkins College 1992 — 1996
Bachelor's degree, Psychology & Fashion Merchandising
Pauline Driscoll Pauline Driscoll's Merrill Lynch Experience 2006 - 2009
Job Executive Assistant/Project Manager
Industry Executive Office
Experience
Lincoln Financial Group 2009 - 2012
Merrill Lynch 2006 - 2009
Billings Turoff Architects 1999 - 2006
Miramax Films 1994 - 1998
Skills
Organized, Operational Efficiency, Multi Tasking, Confidentiality, Communication Skills, Pro-active, Adaptability, Client Relations Skills, Invoicing, Expense Management, Project Management, Financial Services
Education
Mount Holyoke College 1990 — 1994
Bachelor of Arts (B.A.)
Dartmouth College 1992 — 1993
Visiting Student
Lincoln Financial Group 2009 - 2012
Merrill Lynch 2006 - 2009
Billings Turoff Architects 1999 - 2006
Miramax Films 1994 - 1998
Skills
Organized, Operational Efficiency, Multi Tasking, Confidentiality, Communication Skills, Pro-active, Adaptability, Client Relations Skills, Invoicing, Expense Management, Project Management, Financial Services
Education
Mount Holyoke College 1990 — 1994
Bachelor of Arts (B.A.)
Dartmouth College 1992 — 1993
Visiting Student
Paul Lausell Paul Lausell's Merrill Lynch Experience October 1989 - February 1995
Job Retired
Industry Financial Services
Experience
Finger Lakes Foie, LLC May 2015 - Present
Oppenheimer & Co. Inc. 1995 - 2014
Merrill Lynch October 1989 - February 1995
Kidder Peabody August 1981 - October 1989
Skills
Public Speaking, Editing, English, Spanish, Leadership, Teaching, Training, Negotiation, Research, Fundraising, Canoeing, Business Strategy, Entrepreneurship, Business Planning, Finance, Investments, Management, Portfolio Management, Risk Management, Strategy
Education
Harvard Business School 1973 — 1975
MBA, Marketing
Dartmouth College 1968 — 1972
B.A., Anthropology
Robinson High School 1962 — 1968
High School Diploma
Commonwealth School 1955 — 1962
Elementary
Finger Lakes Foie, LLC May 2015 - Present
Oppenheimer & Co. Inc. 1995 - 2014
Merrill Lynch October 1989 - February 1995
Kidder Peabody August 1981 - October 1989
Skills
Public Speaking, Editing, English, Spanish, Leadership, Teaching, Training, Negotiation, Research, Fundraising, Canoeing, Business Strategy, Entrepreneurship, Business Planning, Finance, Investments, Management, Portfolio Management, Risk Management, Strategy
Education
Harvard Business School 1973 — 1975
MBA, Marketing
Dartmouth College 1968 — 1972
B.A., Anthropology
Robinson High School 1962 — 1968
High School Diploma
Commonwealth School 1955 — 1962
Elementary
Peter Ham Peter Ham's Merrill Lynch Experience March 1993 - July 2006
Job Experienced Wealth Management executive and small business investor
Industry Information Services
Experience
Belrose Pharma, Inc. July 2014 - Present
Advance Funding, LLC January 2014 - Present
Wine Roots LLC February 2012 - Present
HighGate Partners LLC June 2012 - December 2013
UBS Wealth Management September 2006 - December 2011
Merrill Lynch March 1993 - July 2006
The Boston Company May 1986 - August 1993
JPMorgan September 1983 - March 1986
Skills
Wealth Management, Structured Products, Equity Derivatives, FX Options, Securities, Trading, Equities, Trading Systems, Private Banking, Financial Structuring, Capital Markets, Hedging, Investment Banking, Fixed Income, Hedge Funds, Financial Services, Alternative Investments, Asset Management, Investments, Derivatives, Emerging Markets, Asset Allocation, Investment Advisory, Portfolio Management, Financial Markets, Wealth Management..., Investment Strategies, Bloomberg, Bonds, Investment Management, Private Equity, Options, Series 7, Fund Of Funds
Education
Dartmouth College 1979 — 1983
BA, English Lit.
Stowe School 1974 — 1979
O and A levels
Belrose Pharma, Inc. July 2014 - Present
Advance Funding, LLC January 2014 - Present
Wine Roots LLC February 2012 - Present
HighGate Partners LLC June 2012 - December 2013
UBS Wealth Management September 2006 - December 2011
Merrill Lynch March 1993 - July 2006
The Boston Company May 1986 - August 1993
JPMorgan September 1983 - March 1986
Skills
Wealth Management, Structured Products, Equity Derivatives, FX Options, Securities, Trading, Equities, Trading Systems, Private Banking, Financial Structuring, Capital Markets, Hedging, Investment Banking, Fixed Income, Hedge Funds, Financial Services, Alternative Investments, Asset Management, Investments, Derivatives, Emerging Markets, Asset Allocation, Investment Advisory, Portfolio Management, Financial Markets, Wealth Management..., Investment Strategies, Bloomberg, Bonds, Investment Management, Private Equity, Options, Series 7, Fund Of Funds
Education
Dartmouth College 1979 — 1983
BA, English Lit.
Stowe School 1974 — 1979
O and A levels
Richard Gemberling Richard Gemberling's Merrill Lynch Experience 1983 - 1995
Job Managing Director, Lending Products & Advice at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney April 1995 - September 2009
Citigroup October 1998 - May 2009
Smith Barney April 1995 - October 1998
Merrill Lynch 1983 - 1995
Fidelity Union Trust Company 1980 - 1982
Skills
Banking, Credit, Financial Services, Loans, Risk Management, Wealth Management, Finance, Securities, Mergers & Acquisitions, Mortgage Lending, Commercial Lending, Cash Management, Structured Finance, Hedge Funds, Series 63
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance major with concentration in marketing and international business.
Dartmouth College 1976 — 1980
BA, Government, Urban Studies
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney April 1995 - September 2009
Citigroup October 1998 - May 2009
Smith Barney April 1995 - October 1998
Merrill Lynch 1983 - 1995
Fidelity Union Trust Company 1980 - 1982
Skills
Banking, Credit, Financial Services, Loans, Risk Management, Wealth Management, Finance, Securities, Mergers & Acquisitions, Mortgage Lending, Commercial Lending, Cash Management, Structured Finance, Hedge Funds, Series 63
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance major with concentration in marketing and international business.
Dartmouth College 1976 — 1980
BA, Government, Urban Studies
Allison Carroll Allison Carroll's Merrill Lynch Experience February 2005 - December 2006
Job Sales Administrative Leader at Allstate
Industry Insurance
Experience
Allstate January 2015 - Present
Allstate November 2007 - December 2014
Merrill Lynch February 2005 - December 2006
State Farm Insurance 1993 - 2004
Skills
Strategic Planning, Insurance, Customer Relations, New Business Development, Business Planning, Business Strategy, Series 7, Series 24, Customer Retention, Customer Acquisition, Training, Property & Casualty..., Customer Service, Umbrella Insurance
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Marketing and Strategy
Dartmouth College 1989 — 1993
BA, English
Girls' Preparatory School 1983 — 1989
High School Diploma
Allstate January 2015 - Present
Allstate November 2007 - December 2014
Merrill Lynch February 2005 - December 2006
State Farm Insurance 1993 - 2004
Skills
Strategic Planning, Insurance, Customer Relations, New Business Development, Business Planning, Business Strategy, Series 7, Series 24, Customer Retention, Customer Acquisition, Training, Property & Casualty..., Customer Service, Umbrella Insurance
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Marketing and Strategy
Dartmouth College 1989 — 1993
BA, English
Girls' Preparatory School 1983 — 1989
High School Diploma
Jack Connolly's Merrill Lynch Experience June 2012 - August 2012
Job Growth Equity Intern at North Bridge Growth Equity and Venture Partners
Industry Banking
Experience
North Bridge Growth Equity and Venture Partners June 2015 - Present
North Bridge Growth Equity and Venture Partners October 2014 - December 2014
Putnam Investments June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Research, Valuation, Microsoft Office, Management, Microsoft Excel, PowerPoint, Sales, Customer Service, Financial Modeling, Fixed Income, Investments
Education
Dartmouth College 2012 — 2016
Bachelor's degree, Government
St. Sebastian's School 2007 — 2012
North Bridge Growth Equity and Venture Partners June 2015 - Present
North Bridge Growth Equity and Venture Partners October 2014 - December 2014
Putnam Investments June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Research, Valuation, Microsoft Office, Management, Microsoft Excel, PowerPoint, Sales, Customer Service, Financial Modeling, Fixed Income, Investments
Education
Dartmouth College 2012 — 2016
Bachelor's degree, Government
St. Sebastian's School 2007 — 2012
Ken Wells Ken Wells's Merrill Lynch Experience September 2007 - January 2008
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
J.P. Morgan April 2012 - May 2014
United States Air Force September 2012 - November 2013
J.P. Morgan March 2009 - April 2012
Merrill Lynch September 2007 - January 2008
Skills
Collateral Management, Public Speaking, Negotiation, Finance, Risk Management, Financial Analysis, Budgets, Microsoft Excel, Bloomberg, Leadership, Accountability, Project Management, Independent Thinking, Presentations, Communication, High level of initiative, Work Well Independently, Time Management, Multi Tasking, Superior Work Ethic, Statistical Data..., Strategic Planning, Business Analysis, Risk Analysis, Research, Java, Mathematics, Derivative Operations, Accounting, Client Service Oriented, Process Efficiency, US Treasuries, Dodd-Frank, Settlement Services, Metrics Reporting, Performance Metrics, Analysis, Access, Process Improvement
Education
Dartmouth College 2004 — 2008
Bachelor of Arts, Government
BlackRock May 2014 - Present
J.P. Morgan April 2012 - May 2014
United States Air Force September 2012 - November 2013
J.P. Morgan March 2009 - April 2012
Merrill Lynch September 2007 - January 2008
Skills
Collateral Management, Public Speaking, Negotiation, Finance, Risk Management, Financial Analysis, Budgets, Microsoft Excel, Bloomberg, Leadership, Accountability, Project Management, Independent Thinking, Presentations, Communication, High level of initiative, Work Well Independently, Time Management, Multi Tasking, Superior Work Ethic, Statistical Data..., Strategic Planning, Business Analysis, Risk Analysis, Research, Java, Mathematics, Derivative Operations, Accounting, Client Service Oriented, Process Efficiency, US Treasuries, Dodd-Frank, Settlement Services, Metrics Reporting, Performance Metrics, Analysis, Access, Process Improvement
Education
Dartmouth College 2004 — 2008
Bachelor of Arts, Government
Michael Sowa Michael Sowa's Merrill Lynch Experience July 1997 - December 1999
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup December 2000 - December 2013
Citi June 2003 - December 2009
Citigroup December 1999 - January 2003
Merrill Lynch July 1997 - December 1999
Skills
Risk Management, Architectures, Banking, Fixed Income, Software Development, IT Strategy, Architecture, Capital Markets, Portfolio Management, Vendor Management, Financial Services, Information Security, Investment Banking, IT Management, Business Continuity, Financial Risk, Project Management, ITIL, Equities, Information Security..., Trading Systems, Solution Architecture, Business Process...
Education
Dartmouth College 1986 — 1990
Bachelor's Degree, Engineering
Morristown beard
Citigroup December 2000 - December 2013
Citi June 2003 - December 2009
Citigroup December 1999 - January 2003
Merrill Lynch July 1997 - December 1999
Skills
Risk Management, Architectures, Banking, Fixed Income, Software Development, IT Strategy, Architecture, Capital Markets, Portfolio Management, Vendor Management, Financial Services, Information Security, Investment Banking, IT Management, Business Continuity, Financial Risk, Project Management, ITIL, Equities, Information Security..., Trading Systems, Solution Architecture, Business Process...
Education
Dartmouth College 1986 — 1990
Bachelor's Degree, Engineering
Morristown beard
Darryl Williams Darryl Williams's Merrill Lynch Experience August 2000 - August 2002
Job
Industry Real Estate
Experience
Time Warner Inc. March 2012 - October 2013
Citi July 2010 - January 2012
Goldman Sachs December 2008 - August 2010
Goldman Sachs November 2005 - November 2008
Lehman Brothers September 2002 - November 2005
Merrill Lynch August 2000 - August 2002
Merrill Lynch June 1992 - August 2000
Citi June 1986 - May 1992
Skills
Finance, Real Estate Transactions, Business Process..., Facilities Management, Analysis, Accounting, Investment Banking, Asset Managment, Financial Modeling, Due Diligence, Valuation, Portfolio Management, Capital Markets, Private Equity, Equities, Investments, Mergers, Financial Analysis, Venture Capital, Corporate Finance
Education
New York University 2012 — 2013
Certificate in Non-for-Profit and Governmental Accounting, Accounting
Dartmouth College 1984 — 1986
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Marketing
Time Warner Inc. March 2012 - October 2013
Citi July 2010 - January 2012
Goldman Sachs December 2008 - August 2010
Goldman Sachs November 2005 - November 2008
Lehman Brothers September 2002 - November 2005
Merrill Lynch August 2000 - August 2002
Merrill Lynch June 1992 - August 2000
Citi June 1986 - May 1992
Skills
Finance, Real Estate Transactions, Business Process..., Facilities Management, Analysis, Accounting, Investment Banking, Asset Managment, Financial Modeling, Due Diligence, Valuation, Portfolio Management, Capital Markets, Private Equity, Equities, Investments, Mergers, Financial Analysis, Venture Capital, Corporate Finance
Education
New York University 2012 — 2013
Certificate in Non-for-Profit and Governmental Accounting, Accounting
Dartmouth College 1984 — 1986
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Marketing
Paul Adornato Paul Adornato's Merrill Lynch Experience 1993 - 1996
Job REIT Analyst at BMO Capital Markets
Industry Real Estate
Experience
BMO Capital Markets July 2005 - Present
Maxcor Financial 2003 - 2005
Cobblestone Research 2003 - 2004
Aeltus Investment Management 1998 - 2000
Merrill Lynch 1993 - 1996
Deutsche Bank Realty Advisors 1992 - 1993
Skills
Asset Management, Valuation, REIT, IPO, Equities, Equity Research, Investment Banking, Financial Modeling, Capital Markets, Asset Managment, Bloomberg, Financial Analysis, Equity Valuation, Hedge Funds, Investment Strategies, Alternative Investments, Business Valuation, Mutual Funds, Investments, DCF, Securities, Financial Markets, Private Equity, Due Diligence, Investment Management, Corporate Finance, Capital, Real Estate Economics, Asset Allocation, Financial Structuring, Finance, Corporate Development, Acquisitions
Education
Massachusetts Institute of Technology 1991 — 1992
Dartmouth College 1982 — 1986
math and economimcs
Xaverian HS
BMO Capital Markets July 2005 - Present
Maxcor Financial 2003 - 2005
Cobblestone Research 2003 - 2004
Aeltus Investment Management 1998 - 2000
Merrill Lynch 1993 - 1996
Deutsche Bank Realty Advisors 1992 - 1993
Skills
Asset Management, Valuation, REIT, IPO, Equities, Equity Research, Investment Banking, Financial Modeling, Capital Markets, Asset Managment, Bloomberg, Financial Analysis, Equity Valuation, Hedge Funds, Investment Strategies, Alternative Investments, Business Valuation, Mutual Funds, Investments, DCF, Securities, Financial Markets, Private Equity, Due Diligence, Investment Management, Corporate Finance, Capital, Real Estate Economics, Asset Allocation, Financial Structuring, Finance, Corporate Development, Acquisitions
Education
Massachusetts Institute of Technology 1991 — 1992
Dartmouth College 1982 — 1986
math and economimcs
Xaverian HS
Peter Chapman's Merrill Lynch Experience April 2006 - December 2008
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2012 - Present
Bank of America Merrill Lynch March 2010 - October 2011
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch April 2006 - December 2008
Merrill Lynch January 2001 - March 2006
Merrill Lynch August 1998 - December 2000
General Mills August 1991 - August 1996
Skills
Investment Banking, Equity Capital Markets, Capital Markets, IPO, Asset Management, Initial Public Offerings, Management, Equities, Sales and Trading, Syndication, Secondary Offerings, Block Trading, Real Estate, Managerial Skills, Due Diligence, Private Equity, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
Master of Business Administration (MBA)
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), English Major with focus on Creative Writing
RBC Capital Markets March 2012 - Present
Bank of America Merrill Lynch March 2010 - October 2011
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch April 2006 - December 2008
Merrill Lynch January 2001 - March 2006
Merrill Lynch August 1998 - December 2000
General Mills August 1991 - August 1996
Skills
Investment Banking, Equity Capital Markets, Capital Markets, IPO, Asset Management, Initial Public Offerings, Management, Equities, Sales and Trading, Syndication, Secondary Offerings, Block Trading, Real Estate, Managerial Skills, Due Diligence, Private Equity, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
Master of Business Administration (MBA)
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), English Major with focus on Creative Writing
Paul Asel Paul Asel's Merrill Lynch Experience 1986 - 1988
Job Managing Partner at Nokia Growth Partners
Industry Venture Capital & Private Equity
Experience
Nokia Growth Partners 2005 - Present
International Finance Corporation 2003 - 2007
Telos Venture Partners 1998 - 2002
Delta Capital 1993 - 1998
Merrill Lynch 1986 - 1988
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Investments, Corporate Finance, Mergers, Corporate Development, Start-ups, Leadership, Management
Education
Stanford GSB 1989 — 1991
Dartmouth College 1982 — 1986
BA, Economics, Computer Science
Nokia Growth Partners 2005 - Present
International Finance Corporation 2003 - 2007
Telos Venture Partners 1998 - 2002
Delta Capital 1993 - 1998
Merrill Lynch 1986 - 1988
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Investments, Corporate Finance, Mergers, Corporate Development, Start-ups, Leadership, Management
Education
Stanford GSB 1989 — 1991
Dartmouth College 1982 — 1986
BA, Economics, Computer Science
Thomas Berry, CFP®, CRPC®'s Merrill Lynch Experience January 1993 - November 2008
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Merrill Lynch January 1993 - November 2008
Education
Dartmouth College 1982 — 1986
BA, Economics
UBS November 2008 - Present
Merrill Lynch January 1993 - November 2008
Education
Dartmouth College 1982 — 1986
BA, Economics
Julian Mansilla's Merrill Lynch Experience January 2015 - March 2015
Job Intern at City of Chicago Treasurer's Office
Industry Investment Management
Experience
City of Chicago, Office of City Treasurer Kurt Summers June 2015 - August 2015
Merrill Lynch January 2015 - March 2015
Dartmouth Department of Mathematics September 2013 - November 2014
Arrowine & Cheese June 2013 - December 2013
Education
Dartmouth College 2012 — 2016
A.B., Economics and Government
Yorktown High School 2008 — 2012
High School, Advanced Studies Diploma
City of Chicago, Office of City Treasurer Kurt Summers June 2015 - August 2015
Merrill Lynch January 2015 - March 2015
Dartmouth Department of Mathematics September 2013 - November 2014
Arrowine & Cheese June 2013 - December 2013
Education
Dartmouth College 2012 — 2016
A.B., Economics and Government
Yorktown High School 2008 — 2012
High School, Advanced Studies Diploma
Kim Heath Kim Heath's Merrill Lynch Experience July 1981 - March 1990
Job Owner and Operator of By A Thread, LLC
Industry Textiles
Experience
By A Thread, LLC October 2010 - Present
Quicken Loans June 2010 - March 2013
Masco Corporation January 1991 - February 2009
Masco-Research\Development 1994 - 2009
Merrill Lynch July 1981 - March 1990
Skills
Telecommunications, Leadership, Project Planning, Call Centers, Recruiting, Avaya, Customer Service, Enterprise Software, Troubleshooting, Cisco Technologies, Process Improvement, Vendor Management, Project Management, Disaster Recovery, Visio, Networking, Active Directory, SharePoint, Customer Satisfaction, Windows, Call Center, Budgets, Team Leadership, Video Conferencing
Education
University of Baltimore 2006 — 2009
Bachelors BA, Business/Office Automation/Technology/Data Entry
Davenport University-Eastern Region 2000 — 2005
Associates BA, CIS Cisco CCNA
By A Thread, LLC October 2010 - Present
Quicken Loans June 2010 - March 2013
Masco Corporation January 1991 - February 2009
Masco-Research\Development 1994 - 2009
Merrill Lynch July 1981 - March 1990
Skills
Telecommunications, Leadership, Project Planning, Call Centers, Recruiting, Avaya, Customer Service, Enterprise Software, Troubleshooting, Cisco Technologies, Process Improvement, Vendor Management, Project Management, Disaster Recovery, Visio, Networking, Active Directory, SharePoint, Customer Satisfaction, Windows, Call Center, Budgets, Team Leadership, Video Conferencing
Education
University of Baltimore 2006 — 2009
Bachelors BA, Business/Office Automation/Technology/Data Entry
Davenport University-Eastern Region 2000 — 2005
Associates BA, CIS Cisco CCNA
Barrett Johnson Barrett Johnson's Merrill Lynch Experience June 2006 - May 2007
Job Pastor Reynolda Church Union Cross Campus
Industry Religious Institutions
Experience
Reynolda Church February 2013 - Present
KPMG June 2007 - January 2013
Merrill Lynch June 2006 - May 2007
Skills
Internal Controls, US GAAP, Financial Reporting, SEC filings, GAAP, Accounting, External Audit, IFRS, Tax, Auditing, Assurance, Big 4, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting
Education
Wake Forest University 2004 — 2006
Master's degree, Accounting
Davidson College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Reynolda Church February 2013 - Present
KPMG June 2007 - January 2013
Merrill Lynch June 2006 - May 2007
Skills
Internal Controls, US GAAP, Financial Reporting, SEC filings, GAAP, Accounting, External Audit, IFRS, Tax, Auditing, Assurance, Big 4, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting
Education
Wake Forest University 2004 — 2006
Master's degree, Accounting
Davidson College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Trey Rhyne Trey Rhyne's Merrill Lynch Experience 1990 - 2000
Job President Over Under Sport Fishing
Industry Recreational Facilities and Services
Experience
Over Under Sport Fishing November 2008 - Present
Over Under Offshore Supply October 2008 - Present
Over Under Adventures Corp January 2001 - Present
Merrill Lynch 1990 - 2000
Skills
Fishing, Boat, Boating
Education
Dartmouth College 1986 — 1990
BA, Economics
Over Under Sport Fishing November 2008 - Present
Over Under Offshore Supply October 2008 - Present
Over Under Adventures Corp January 2001 - Present
Merrill Lynch 1990 - 2000
Skills
Fishing, Boat, Boating
Education
Dartmouth College 1986 — 1990
BA, Economics
William Jaeger William Jaeger's Merrill Lynch Experience March 2003 - March 2005
Job Consultant at Jaeger Management Consulting
Industry Broadcast Media
Experience
Jaeger Management Consulting July 2007 - Present
Genetics & IVF Institute March 2005 - June 2007
Merrill Lynch March 2003 - March 2005
Sconnix Broadcasting Company February 1987 - December 2002
Collagen Corporation January 1984 - January 1987
US Navy 1968 - 1972
Education
Dartmouth College
AB, Economics
Stanford University Graduate School of Business
MBA, Finance
Jaeger Management Consulting July 2007 - Present
Genetics & IVF Institute March 2005 - June 2007
Merrill Lynch March 2003 - March 2005
Sconnix Broadcasting Company February 1987 - December 2002
Collagen Corporation January 1984 - January 1987
US Navy 1968 - 1972
Education
Dartmouth College
AB, Economics
Stanford University Graduate School of Business
MBA, Finance
James Bastone James Bastone's Merrill Lynch Experience 1989 - 1990
Job Vice President, Service Systems LLC
Industry Construction
Experience
Service Systems March 2013 - Present
Quantum OPS April 2012 - September 2012
Bayne's Business Machines 2010 - July 2012
River City Tile and Granite 2007 - 2009
Littleton Grist Mill 2005 - 2008
You Send Me 2000 - 2005
International Crystal Company 1992 - 1999
Merrill Lynch 1989 - 1990
Skills
Business Strategy, Corporate Development, Strategy, Venture Capital, Start-ups, Due Diligence, Analytics, Business Planning, Forecasting, Finance, SaaS, Go-to-market Strategy, Strategic Planning, Entrepreneurship
Education
Dartmouth College 1985 — 1989
BA, Economics
Service Systems March 2013 - Present
Quantum OPS April 2012 - September 2012
Bayne's Business Machines 2010 - July 2012
River City Tile and Granite 2007 - 2009
Littleton Grist Mill 2005 - 2008
You Send Me 2000 - 2005
International Crystal Company 1992 - 1999
Merrill Lynch 1989 - 1990
Skills
Business Strategy, Corporate Development, Strategy, Venture Capital, Start-ups, Due Diligence, Analytics, Business Planning, Forecasting, Finance, SaaS, Go-to-market Strategy, Strategic Planning, Entrepreneurship
Education
Dartmouth College 1985 — 1989
BA, Economics
Kristin Kern Kristin Kern's Merrill Lynch Experience May 2012 - October 2012
Job Relationship Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank March 2015 - Present
HSBC Private Bank November 2012 - March 2015
Merrill Lynch May 2012 - October 2012
Lyxor Asset Management March 2011 - March 2012
UN Women August 2010 - March 2011
HSBC Private Bank June 2009 - September 2009
Skills
Investor Relations, KYC, Maximizer, Excel, PowerPoint, Sales Support, Client Interfacing, Research, Microsoft Office, Microsoft Word, Customer Service, Leadership
Education
Dartmouth College 2006 — 2010
B.A., English; Creative Writing
The University of Edinburgh 2009 — 2009
Foreign Study Program, Religion
Indian Hills High School 2002 — 2006
HS Diploma
HSBC Private Bank March 2015 - Present
HSBC Private Bank November 2012 - March 2015
Merrill Lynch May 2012 - October 2012
Lyxor Asset Management March 2011 - March 2012
UN Women August 2010 - March 2011
HSBC Private Bank June 2009 - September 2009
Skills
Investor Relations, KYC, Maximizer, Excel, PowerPoint, Sales Support, Client Interfacing, Research, Microsoft Office, Microsoft Word, Customer Service, Leadership
Education
Dartmouth College 2006 — 2010
B.A., English; Creative Writing
The University of Edinburgh 2009 — 2009
Foreign Study Program, Religion
Indian Hills High School 2002 — 2006
HS Diploma
Juliette Tang Juliette Tang's Merrill Lynch Experience May 2006 - August 2006
Job Director of Social Media and Digital Marketing
Industry Internet
Experience
Infuse Creative June 2014 - Present
Zoosk August 2009 - June 2014
Eduify 2009 - September 2010
San Francisco Bay Guardian January 2009 - 2010
CBS Corporation 2008 - 2009
Google July 2007 - January 2008
Merrill Lynch May 2006 - August 2006
Citi March 2006 - June 2006
Sperry, Mitchell & Company January 2006 - March 2006
Skills
Photography, Photoshop, Digital Photography, Final Cut Pro, Final Cut Studio, Canon, Illustrator, Photo Editing, Photojournalism, Commercial Photography, Portrait Photography, Video Editing, Video Production, Videography, Writing, Journalism, Online Journalism, Blogging, Corporate Blogging, Social Media, Social Media Marketing, Social Media Relations, Social Media Outreach, Social Media Development, Creative Writing, Creative Direction, Creative Development, Creative Services, Creative Strategy, Adobe Creative Suite, Facebook, Image Editing, Social Networking, Digital Media, Film, Video, Facebook Marketing, Twitter Marketing
Education
Dartmouth College 2003 — 2007
BA, English
Infuse Creative June 2014 - Present
Zoosk August 2009 - June 2014
Eduify 2009 - September 2010
San Francisco Bay Guardian January 2009 - 2010
CBS Corporation 2008 - 2009
Google July 2007 - January 2008
Merrill Lynch May 2006 - August 2006
Citi March 2006 - June 2006
Sperry, Mitchell & Company January 2006 - March 2006
Skills
Photography, Photoshop, Digital Photography, Final Cut Pro, Final Cut Studio, Canon, Illustrator, Photo Editing, Photojournalism, Commercial Photography, Portrait Photography, Video Editing, Video Production, Videography, Writing, Journalism, Online Journalism, Blogging, Corporate Blogging, Social Media, Social Media Marketing, Social Media Relations, Social Media Outreach, Social Media Development, Creative Writing, Creative Direction, Creative Development, Creative Services, Creative Strategy, Adobe Creative Suite, Facebook, Image Editing, Social Networking, Digital Media, Film, Video, Facebook Marketing, Twitter Marketing
Education
Dartmouth College 2003 — 2007
BA, English
William Konstant William Konstant's Merrill Lynch Experience December 2014 - March 2015
Job Private Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Dartmouth College August 2012 - Present
Honey R Capital June 2015 - August 2015
Merrill Lynch December 2014 - March 2015
Walsh Construction June 2013 - August 2014
Follett Higher Education Group May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, Social Networking, Facebook, Leadership, Organization, Writing, PowerPoint, Determination, Consistency, Microsoft Office, Public Speaking, Event Planning, Research
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA), Economics
Lyons Township High School 2008 — 2012
Dartmouth College August 2012 - Present
Honey R Capital June 2015 - August 2015
Merrill Lynch December 2014 - March 2015
Walsh Construction June 2013 - August 2014
Follett Higher Education Group May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, Social Networking, Facebook, Leadership, Organization, Writing, PowerPoint, Determination, Consistency, Microsoft Office, Public Speaking, Event Planning, Research
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA), Economics
Lyons Township High School 2008 — 2012
Molly Mathes Molly Mathes's Merrill Lynch Experience June 2015 - July 2015
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - July 2015
Davidson Day School September 2014 - May 2015
InterExchange June 2014 - July 2014
Montessori Academy of Peoria July 2013 - August 2013
Skills
Microsoft Office, Public Speaking, Management, Leadership, Social Media, Editing, Fundraising, Event Planning, Teaching, Public Relations, Teamwork, Community Outreach, Salesforce, Client Relations, Client Services, Social Networking
Education
Davidson College 2013 — 2017
Bachelor of Arts (B.A.), English
Dunlap High School 2010 — 2013
Merrill Lynch June 2015 - July 2015
Davidson Day School September 2014 - May 2015
InterExchange June 2014 - July 2014
Montessori Academy of Peoria July 2013 - August 2013
Skills
Microsoft Office, Public Speaking, Management, Leadership, Social Media, Editing, Fundraising, Event Planning, Teaching, Public Relations, Teamwork, Community Outreach, Salesforce, Client Relations, Client Services, Social Networking
Education
Davidson College 2013 — 2017
Bachelor of Arts (B.A.), English
Dunlap High School 2010 — 2013
David Spurr David Spurr's Merrill Lynch Experience August 2014 - Present
Job Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Goldman Sachs September 2003 - August 2014
Credit Suisse May 2000 - August 2003
Davis Polk & Wardwell LLP 1999 - 2000
The Honorable Lewis A. Kaplan, S.D.N.Y. 1998 - 1999
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Investments, Capital Markets
Education
University of Virginia School of Law 1995 — 1998
Doctor of Law (JD), order of the coif
Dartmouth College 1989 — 1993
AB, cum laude, Economics
Merrill Lynch August 2014 - Present
Goldman Sachs September 2003 - August 2014
Credit Suisse May 2000 - August 2003
Davis Polk & Wardwell LLP 1999 - 2000
The Honorable Lewis A. Kaplan, S.D.N.Y. 1998 - 1999
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Investments, Capital Markets
Education
University of Virginia School of Law 1995 — 1998
Doctor of Law (JD), order of the coif
Dartmouth College 1989 — 1993
AB, cum laude, Economics
Danielle Schulweis Danielle Schulweis's Merrill Lynch Experience January 2010 - March 2010
Job Student at NYU School of Law
Industry Legal Services
Experience
NYU School of Law August 2013 - Present
Sullivan & Cromwell LLP May 2015 - July 2015
Fross Zelnick Lehrman & Zissu, P.C. October 2011 - June 2013
M&C Saatchi July 2011 - October 2011
Merrill Lynch January 2010 - March 2010
Education
Dartmouth College 2007 — 2011
BA, Anthropology, Psychology
NYU School of Law August 2013 - Present
Sullivan & Cromwell LLP May 2015 - July 2015
Fross Zelnick Lehrman & Zissu, P.C. October 2011 - June 2013
M&C Saatchi July 2011 - October 2011
Merrill Lynch January 2010 - March 2010
Education
Dartmouth College 2007 — 2011
BA, Anthropology, Psychology
Travis Sinquefield Travis Sinquefield's Merrill Lynch Experience August 2003 - August 2006
Job Vice President, Business Service Manager
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
HS&C Wealth Management, a financial advisory practice of Ameriprise Financial Services, Inc. December 2012 - June 2013
H&S Companies January 2012 - June 2013
HS&C Wealth Management, a financial advisor practice of Ameriprise Financial Services, Inc. January 2011 - April 2012
CMS Group LLC dba Ameriprise Financial Services, Inc. March 2008 - December 2010
MPD Welding-Grand Rapids Inc. August 2006 - April 2008
Merrill Lynch August 2003 - August 2006
MPD Welding-Grand Rapids Inc. November 2001 - August 2003
Baker Furniture June 2000 - November 2001
Skills
Talent Management, Compliance, Human Resources, Human Resource..., Social Media, Health Care Reform, Performance Management, Strategic Planning, Administration, Workforce Management, Financial Analysis, Training & Development, HR Consulting, System Administration, Employee Relations, FLSA, Compensation & Benefit, Process Improvement, Organizational..., Goal Setting, Employee Training, Recruiting, Management, HR Policies, Deferred Compensation, Leadership
Education
University of Wisconsin-Whitewater 2008 — 2010
MBA
Davenport University 2000 — 2003
B.A.S.
Morgan Stanley July 2013 - Present
HS&C Wealth Management, a financial advisory practice of Ameriprise Financial Services, Inc. December 2012 - June 2013
H&S Companies January 2012 - June 2013
HS&C Wealth Management, a financial advisor practice of Ameriprise Financial Services, Inc. January 2011 - April 2012
CMS Group LLC dba Ameriprise Financial Services, Inc. March 2008 - December 2010
MPD Welding-Grand Rapids Inc. August 2006 - April 2008
Merrill Lynch August 2003 - August 2006
MPD Welding-Grand Rapids Inc. November 2001 - August 2003
Baker Furniture June 2000 - November 2001
Skills
Talent Management, Compliance, Human Resources, Human Resource..., Social Media, Health Care Reform, Performance Management, Strategic Planning, Administration, Workforce Management, Financial Analysis, Training & Development, HR Consulting, System Administration, Employee Relations, FLSA, Compensation & Benefit, Process Improvement, Organizational..., Goal Setting, Employee Training, Recruiting, Management, HR Policies, Deferred Compensation, Leadership
Education
University of Wisconsin-Whitewater 2008 — 2010
MBA
Davenport University 2000 — 2003
B.A.S.
Zobeida Gonzalez's Merrill Lynch Experience December 2006 - March 2008
Job Senior Recruiter at Box
Industry Human Resources
Experience
Box May 2015 - Present
Salesforce.com September 2010 - May 2015
Gap Inc. (Old Navy) January 2009 - January 2010
Merrill Lynch December 2006 - March 2008
McKinsey & Co June 2006 - December 2006
Google April 2005 - April 2006
Morgan Stanley August 2000 - April 2005
Skills
Applicant Tracking..., Sourcing, Marketing, Marketing Strategy, Strategy, Talent Management, Recruiting, Temporary Placement, Professional Services, Training, Leadership, Business Development, Program Management, Time Management, Sales, Interviews, Consulting, Technical Recruiting, Team Leadership, Employee Relations, Management, Human Resources, CRM, Onboarding, Talent Acquisition, Advertising, College Recruiting, Salesforce.com, Strategic Partnerships, Hiring, Screening, Team Building, Mentoring, Relationship Building
Education
Dartmouth College
B.A, English Literature
Box May 2015 - Present
Salesforce.com September 2010 - May 2015
Gap Inc. (Old Navy) January 2009 - January 2010
Merrill Lynch December 2006 - March 2008
McKinsey & Co June 2006 - December 2006
Google April 2005 - April 2006
Morgan Stanley August 2000 - April 2005
Skills
Applicant Tracking..., Sourcing, Marketing, Marketing Strategy, Strategy, Talent Management, Recruiting, Temporary Placement, Professional Services, Training, Leadership, Business Development, Program Management, Time Management, Sales, Interviews, Consulting, Technical Recruiting, Team Leadership, Employee Relations, Management, Human Resources, CRM, Onboarding, Talent Acquisition, Advertising, College Recruiting, Salesforce.com, Strategic Partnerships, Hiring, Screening, Team Building, Mentoring, Relationship Building
Education
Dartmouth College
B.A, English Literature
William General IV's Merrill Lynch Experience June 2010 - August 2010
Job Corporate Strategy Analyst at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard September 2012 - August 2014
Vanguard July 2011 - September 2012
Merrill Lynch June 2010 - August 2010
Davidson College September 2009 - June 2010
Skills
PowerPoint, Public Speaking, Leadership, Microsoft Word, Project Management, Editing, Business Development, Training, Microsoft Excel, Finance
Education
Davidson College 2007 — 2011
Bachelor of Arts, Sociology/Ethnic Studies
Davidson College 2007 — 2011
Bachelor of Arts, Sociology; Ethnic Studies
Vanguard June 2014 - Present
Vanguard September 2012 - August 2014
Vanguard July 2011 - September 2012
Merrill Lynch June 2010 - August 2010
Davidson College September 2009 - June 2010
Skills
PowerPoint, Public Speaking, Leadership, Microsoft Word, Project Management, Editing, Business Development, Training, Microsoft Excel, Finance
Education
Davidson College 2007 — 2011
Bachelor of Arts, Sociology/Ethnic Studies
Davidson College 2007 — 2011
Bachelor of Arts, Sociology; Ethnic Studies
Elizabeth Tatkow Elizabeth Tatkow's Merrill Lynch Experience February 2005 - October 2008
Job First Vice President, Real Estate Group
Industry Investment Banking
Experience
The Bancorp November 2012 - Present
Nomura Securities July 2011 - October 2012
Merrill Lynch February 2005 - October 2008
Cap Gemini Ernst & Young 2003 - 2004
Skills
Credit, CMBS, Debt, Fixed Income, Real Estate, Loans, High Yield, Valuation, Banking, Mortgage, Asset, Bonds, Credit Risk, Real Estate Investment, Private Equity, Leveraged Finance, Financial Modeling, Microsoft Excel, Mortgage Lending, Investment Properties, Derivatives, Commercial Mortgages, Portfolio Management, Structured Finance
Education
Yale University - Yale School of Management 2009 — 2011
MBA
The London School of Economics and Political Science (LSE) 2011 — 2011
International Management, Economics, Political Science, Management
Dartmouth College 1999 — 2003
BA, Psychology
Stuyvesant HS 1995 — 1999
The Bancorp November 2012 - Present
Nomura Securities July 2011 - October 2012
Merrill Lynch February 2005 - October 2008
Cap Gemini Ernst & Young 2003 - 2004
Skills
Credit, CMBS, Debt, Fixed Income, Real Estate, Loans, High Yield, Valuation, Banking, Mortgage, Asset, Bonds, Credit Risk, Real Estate Investment, Private Equity, Leveraged Finance, Financial Modeling, Microsoft Excel, Mortgage Lending, Investment Properties, Derivatives, Commercial Mortgages, Portfolio Management, Structured Finance
Education
Yale University - Yale School of Management 2009 — 2011
MBA
The London School of Economics and Political Science (LSE) 2011 — 2011
International Management, Economics, Political Science, Management
Dartmouth College 1999 — 2003
BA, Psychology
Stuyvesant HS 1995 — 1999
Kurt Graeber Kurt Graeber's Merrill Lynch Experience April 2008 - September 2008
Job Capital Markets at Scarsdale Equities LLC
Industry Financial Services
Experience
Scarsdale Equities LLC September 2012 - Present
Merriman Capital, Inc. September 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - August 2011
Merrill Lynch April 2008 - September 2008
Prindle, Decker & Amaro June 2006 - September 2007
Education
Dartmouth College 2006 — 2009
B.A, History, Economics
Scarsdale Equities LLC September 2012 - Present
Merriman Capital, Inc. September 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - August 2011
Merrill Lynch April 2008 - September 2008
Prindle, Decker & Amaro June 2006 - September 2007
Education
Dartmouth College 2006 — 2009
B.A, History, Economics
Ameya (Arun) Paradkar Ameya (Arun) Paradkar's Merrill Lynch Experience July 2007 - August 2010
Job Associate Attorney at Blank Rome LLP
Industry Law Practice
Experience
Blank Rome LLP September 2013 - Present
Journal of Business & Technology Law August 2012 - August 2013
Blank Rome LLP May 2012 - July 2012
United States District Court for the District of Maryland October 2011 - May 2012
Blank Rome LLP May 2011 - July 2011
Merrill Lynch July 2007 - August 2010
Sperry, Mitchell, & Co. April 2006 - June 2006
Skills
Legal Research, Legal Writing, Litigation, Trademarks, Corporate Governance, Courts, Patent Litigation, Patents, Due Diligence, Mergers & Acquisitions, Legal Issues, Derivatives, Securities, Research, Commercial Litigation, Biochemistry, Molecular Biology, Economics, Visual C++, Intellectual Property, Corporate Law, Lifesciences, Patent Prosecution, Equity Derivatives, Swaps, Interest Rate Swaps, Variance Swaps, Licensing, Depositions, Appeals
Education
University of Maryland School of Law 2010 — 2013
J.D., Law
Dartmouth College 2003 — 2007
A.B., Economics, Biochemistry
Blank Rome LLP September 2013 - Present
Journal of Business & Technology Law August 2012 - August 2013
Blank Rome LLP May 2012 - July 2012
United States District Court for the District of Maryland October 2011 - May 2012
Blank Rome LLP May 2011 - July 2011
Merrill Lynch July 2007 - August 2010
Sperry, Mitchell, & Co. April 2006 - June 2006
Skills
Legal Research, Legal Writing, Litigation, Trademarks, Corporate Governance, Courts, Patent Litigation, Patents, Due Diligence, Mergers & Acquisitions, Legal Issues, Derivatives, Securities, Research, Commercial Litigation, Biochemistry, Molecular Biology, Economics, Visual C++, Intellectual Property, Corporate Law, Lifesciences, Patent Prosecution, Equity Derivatives, Swaps, Interest Rate Swaps, Variance Swaps, Licensing, Depositions, Appeals
Education
University of Maryland School of Law 2010 — 2013
J.D., Law
Dartmouth College 2003 — 2007
A.B., Economics, Biochemistry
Jennifer Bashford's Merrill Lynch Experience 2008 - 2010
Job Graduate Student, USC Davis School of Gerontology
Industry Nonprofit Organization Management
Experience
Summit Place January 2013 - October 2013
American Pit Bull Foundation January 2012 - January 2013
American Pit Bull Foundation January 2011 - December 2012
Humane Society of Charlotte 2010 - 2011
Merrill Lynch 2008 - 2010
Wachovia Securities 2004 - 2009
Skills
Event Planning, Social Media, Non-profits, Marketing, Public Relations, Public Speaking, Fundraising, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Social Media Marketing, Microsoft Word, Nonprofits, CRM, Event Management, Community Outreach
Education
University of Southern California 2013 — 2015
Master of Arts (M.A.), Gerontology
Queens University of Charlotte 2010 — 2011
MA, Strategic Communications
Emory University - Goizueta Business School 2007 — 2009
MBA, 4 credits left
Davidson College 1996 — 2000
BA, French
Summit Place January 2013 - October 2013
American Pit Bull Foundation January 2012 - January 2013
American Pit Bull Foundation January 2011 - December 2012
Humane Society of Charlotte 2010 - 2011
Merrill Lynch 2008 - 2010
Wachovia Securities 2004 - 2009
Skills
Event Planning, Social Media, Non-profits, Marketing, Public Relations, Public Speaking, Fundraising, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Social Media Marketing, Microsoft Word, Nonprofits, CRM, Event Management, Community Outreach
Education
University of Southern California 2013 — 2015
Master of Arts (M.A.), Gerontology
Queens University of Charlotte 2010 — 2011
MA, Strategic Communications
Emory University - Goizueta Business School 2007 — 2009
MBA, 4 credits left
Davidson College 1996 — 2000
BA, French
Jessica Likovich's Merrill Lynch Experience December 2012 - March 2013
Job Financial Sales and Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2014 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch December 2012 - March 2013
Education
Dartmouth College 2010 — 2014
Bachelor's degree, Economics
Bronxville High School 2006 — 2010
Bloomberg LP August 2014 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch December 2012 - March 2013
Education
Dartmouth College 2010 — 2014
Bachelor's degree, Economics
Bronxville High School 2006 — 2010
Daniel Hagemann's Merrill Lynch Experience June 2013 - August 2013
Job Business Leadership Program Credit & Risk at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial July 2015 - Present
Davidson College January 2015 - May 2015
Davidson College January 2015 - May 2015
Resolute Energy Corporation June 2014 - August 2014
Independent Employment April 2013 - November 2013
Merrill Lynch June 2013 - August 2013
Revolution Prep March 2012 - January 2013
Mercer County Park Commission June 2010 - August 2012
Skills
Economics, Research, Leadership, Microsoft Excel, Tutoring, Finance, Oil/Gas, Entrepreneurship, Analytics, Energy, PowerPoint, Social Media, Data Analysis, Public Speaking, Oil & Gas, Management, SAS
Education
Davidson College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Davidson College 2014 — 2014
Arcadia University Center in Barcelona 2013 — 2013
Peddie School 2007 — 2011
Synchrony Financial July 2015 - Present
Davidson College January 2015 - May 2015
Davidson College January 2015 - May 2015
Resolute Energy Corporation June 2014 - August 2014
Independent Employment April 2013 - November 2013
Merrill Lynch June 2013 - August 2013
Revolution Prep March 2012 - January 2013
Mercer County Park Commission June 2010 - August 2012
Skills
Economics, Research, Leadership, Microsoft Excel, Tutoring, Finance, Oil/Gas, Entrepreneurship, Analytics, Energy, PowerPoint, Social Media, Data Analysis, Public Speaking, Oil & Gas, Management, SAS
Education
Davidson College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Davidson College 2014 — 2014
Arcadia University Center in Barcelona 2013 — 2013
Peddie School 2007 — 2011
Jonathan Czaja's Merrill Lynch Experience June 2001 - July 2004
Job Director, Small Business Advertising at Facebook
Industry Internet
Experience
Facebook May 2014 - Present
Bonobos April 2012 - April 2014
Walmart.com January 2010 - April 2012
eBay June 2008 - January 2010
Walmart.com February 2007 - June 2008
General Mills June 2005 - August 2005
Merrill Lynch June 2001 - July 2004
Skills
P&L Management, People Management, Business Strategy, E-commerce, Supply Chain Management, Logistics, Private Equity, PowerPoint, Excel, Management, Retail, Strategy, Microsoft Excel, Inventory Management, Supply Chain, Financial Analysis, Cross-functional Team..., Process Improvement, Operations Management, Merchandising, Leadership, P&L
Education
Harvard Business School 2004 — 2006
MBA
Dartmouth College 1997 — 2001
BA, Economics
Rochester Mayo High School 1994 — 1997
Facebook May 2014 - Present
Bonobos April 2012 - April 2014
Walmart.com January 2010 - April 2012
eBay June 2008 - January 2010
Walmart.com February 2007 - June 2008
General Mills June 2005 - August 2005
Merrill Lynch June 2001 - July 2004
Skills
P&L Management, People Management, Business Strategy, E-commerce, Supply Chain Management, Logistics, Private Equity, PowerPoint, Excel, Management, Retail, Strategy, Microsoft Excel, Inventory Management, Supply Chain, Financial Analysis, Cross-functional Team..., Process Improvement, Operations Management, Merchandising, Leadership, P&L
Education
Harvard Business School 2004 — 2006
MBA
Dartmouth College 1997 — 2001
BA, Economics
Rochester Mayo High School 1994 — 1997
Lisa Caputo Lisa Caputo's Merrill Lynch Experience March 1998 - February 2009
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Wells Fargo Advisors February 2009 - June 2011
Merrill Lynch March 1998 - February 2009
Education
Davenport University 1985 — 1987
Associate of Science (A.S.), Sales, Distribution, and Marketing Operations, General
Morgan Stanley Wealth Management June 2011 - Present
Wells Fargo Advisors February 2009 - June 2011
Merrill Lynch March 1998 - February 2009
Education
Davenport University 1985 — 1987
Associate of Science (A.S.), Sales, Distribution, and Marketing Operations, General
Nancy De Sa Nancy De Sa's Merrill Lynch Experience January 1997 - May 2002
Job Digital Campaign Manager, Americas Marketing
Industry Insurance
Experience
AIG June 2014 - Present
AIG May 2007 - June 2014
JPMorgan Chase August 2005 - May 2007
JPMorgan Chase May 2002 - July 2005
Merrill Lynch January 1997 - May 2002
Library of Congress June 1995 - December 1996
Skills
Information Architecture, Content Management, Project Management, Portals, Intranet, Management, User Experience, Analytics, Business Analysis, E-commerce, Web Analytics, Change Management, Web Content Management, Digital Strategy, Requirements Analysis, Digital Marketing, SEO, Email Marketing, Salesforce.com, Process Improvement, Content Strategy, Business Process..., User Interface Design, SEM, Online Advertising, Visio, Web Project Management, Usability, Web 2.0, User-centered Design, Google Analytics, SharePoint, User Interface, Digital Media, Usability Testing, Online Marketing, Requirements Gathering, Internet Strategy, Google Adwords, Web Content, Enterprise Content..., Business Requirements, CMS, Social Media Marketing, Mobile Marketing, Vendor Management, Financial Services, Omniture, Website Development
Education
Dartmouth College 1988 — 1992
Bachelor of Science (BS), English
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Information Technology
University of Arizona 1994 — 1995
MA, Library Science
Scarsdale High School
AIG June 2014 - Present
AIG May 2007 - June 2014
JPMorgan Chase August 2005 - May 2007
JPMorgan Chase May 2002 - July 2005
Merrill Lynch January 1997 - May 2002
Library of Congress June 1995 - December 1996
Skills
Information Architecture, Content Management, Project Management, Portals, Intranet, Management, User Experience, Analytics, Business Analysis, E-commerce, Web Analytics, Change Management, Web Content Management, Digital Strategy, Requirements Analysis, Digital Marketing, SEO, Email Marketing, Salesforce.com, Process Improvement, Content Strategy, Business Process..., User Interface Design, SEM, Online Advertising, Visio, Web Project Management, Usability, Web 2.0, User-centered Design, Google Analytics, SharePoint, User Interface, Digital Media, Usability Testing, Online Marketing, Requirements Gathering, Internet Strategy, Google Adwords, Web Content, Enterprise Content..., Business Requirements, CMS, Social Media Marketing, Mobile Marketing, Vendor Management, Financial Services, Omniture, Website Development
Education
Dartmouth College 1988 — 1992
Bachelor of Science (BS), English
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Information Technology
University of Arizona 1994 — 1995
MA, Library Science
Scarsdale High School
Jonathan Essington Jonathan Essington's Merrill Lynch Experience September 2007 - November 2007
Job Research/Marketing/Healthcare
Industry Marketing and Advertising
Experience
Collegiate School January 2014 - Present
Rebellion Media, RM Sports March 2013 - Present
CytoSport, Inc. February 2013 - January 2015
JSDC Inc. September 2012 - February 2013
Guidepoint Global August 2011 - August 2012
Coleman Research Group 2010 - 2011
Tuck Business School July 2008 - August 2008
Merrill Lynch September 2007 - November 2007
Skills
Hedge Funds, Due Diligence, Competitive Analysis, Market Research, Market Analysis, Article Creation, Online Research, Research, Communication Skills, Interpersonal Skill, Primary Research, Secondary Research, Healthcare, Following Up, Entrepreneurship, Equity Research, Investments
Education
Dartmouth College 2005 — 2009
A.B., History
Montclair Immaculate Conception High School 2003 — 2005
Collegiate School January 2014 - Present
Rebellion Media, RM Sports March 2013 - Present
CytoSport, Inc. February 2013 - January 2015
JSDC Inc. September 2012 - February 2013
Guidepoint Global August 2011 - August 2012
Coleman Research Group 2010 - 2011
Tuck Business School July 2008 - August 2008
Merrill Lynch September 2007 - November 2007
Skills
Hedge Funds, Due Diligence, Competitive Analysis, Market Research, Market Analysis, Article Creation, Online Research, Research, Communication Skills, Interpersonal Skill, Primary Research, Secondary Research, Healthcare, Following Up, Entrepreneurship, Equity Research, Investments
Education
Dartmouth College 2005 — 2009
A.B., History
Montclair Immaculate Conception High School 2003 — 2005
Marcus Rowe's Merrill Lynch Experience March 2010 - Present
Job Vice President, Wealth Management Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Merrill Lynch July 2007 - February 2010
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Skills
Portfolio Management, Wealth Management, Banking, Investment Management, Private Banking, Credit Analysis, Finance, Mortgage Lending, Cash Management, Credit, Series 7, Credit Cards, Consumer Lending, Investments, Asset Management, Leadership, Securities, Loans, Financial Services, Treasury Management, Uniform Combined State..., Management
Education
Dartmouth College 1998 — 2002
Bachelor's Degree, Economics
Merrill Lynch March 2010 - Present
Merrill Lynch July 2007 - February 2010
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Skills
Portfolio Management, Wealth Management, Banking, Investment Management, Private Banking, Credit Analysis, Finance, Mortgage Lending, Cash Management, Credit, Series 7, Credit Cards, Consumer Lending, Investments, Asset Management, Leadership, Securities, Loans, Financial Services, Treasury Management, Uniform Combined State..., Management
Education
Dartmouth College 1998 — 2002
Bachelor's Degree, Economics
Bethany Lorden's Merrill Lynch Experience December 2005 - June 2007
Job Executive Assistant at Black Diamond A Division of Advent Software
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC March 2009 - Present
Taleo July 2008 - March 2009
Vurv Technology June 2007 - July 2008
Merrill Lynch December 2005 - June 2007
Education
Daytona State College 2003 — 2005
AA, Communications
Black Diamond Performance Reporting, LLC March 2009 - Present
Taleo July 2008 - March 2009
Vurv Technology June 2007 - July 2008
Merrill Lynch December 2005 - June 2007
Education
Daytona State College 2003 — 2005
AA, Communications
Jason Madden Jason Madden's Merrill Lynch Experience April 2001 - August 2001
Job Chief Operating Officer at Davenport University Alumni Association
Industry Higher Education
Experience
Davenport University Alumni Association February 2014 - Present
Davenport University February 2014 - Present
Davenport University January 2013 - February 2014
Davenport University August 2011 - January 2013
Davenport University October 2008 - August 2011
Davenport University October 2007 - October 2008
Davenport University August 2005 - October 2007
Great Lakes Marine / Skytron June 1994 - August 2005
Merrill Lynch April 2001 - August 2001
Skills
Event Management, Customer Relations, Board Relations, Data Management, Budgeting, Alumni Relations, Special Events, Fundraising, Non-profits, Event Planning, Donor Relations, Budgets, Customer Service, Community Outreach, Leadership, Marketing, Social Media Marketing, Program Development, Sponsorship, Project Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Newsletters, Public Relations, Social Media, Recruiting, Community Development, Outlook, Strategic Planning, Higher Education, Grant Writing, Editing, System Administration, Data Analysis, Cross-functional Team..., Teaching, Research, Program Management, Facebook, Analysis, Social Networking, Volunteer Management, Coaching, Marketing Strategy, Leadership Development, Email Marketing, Team Building, Management
Education
The Center on Philanthropy at Indiana University 2010 — 2011
CFRM, The Fund Raising School
Davenport University 2005 — 2008
MBA, Accounting
Michigan State University 1998 — 2002
BA, Business, HR
East Grand Rapids High School 1994 — 1998
Davenport University Alumni Association February 2014 - Present
Davenport University February 2014 - Present
Davenport University January 2013 - February 2014
Davenport University August 2011 - January 2013
Davenport University October 2008 - August 2011
Davenport University October 2007 - October 2008
Davenport University August 2005 - October 2007
Great Lakes Marine / Skytron June 1994 - August 2005
Merrill Lynch April 2001 - August 2001
Skills
Event Management, Customer Relations, Board Relations, Data Management, Budgeting, Alumni Relations, Special Events, Fundraising, Non-profits, Event Planning, Donor Relations, Budgets, Customer Service, Community Outreach, Leadership, Marketing, Social Media Marketing, Program Development, Sponsorship, Project Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Newsletters, Public Relations, Social Media, Recruiting, Community Development, Outlook, Strategic Planning, Higher Education, Grant Writing, Editing, System Administration, Data Analysis, Cross-functional Team..., Teaching, Research, Program Management, Facebook, Analysis, Social Networking, Volunteer Management, Coaching, Marketing Strategy, Leadership Development, Email Marketing, Team Building, Management
Education
The Center on Philanthropy at Indiana University 2010 — 2011
CFRM, The Fund Raising School
Davenport University 2005 — 2008
MBA, Accounting
Michigan State University 1998 — 2002
BA, Business, HR
East Grand Rapids High School 1994 — 1998
George Moker Jarrett George Moker Jarrett's Merrill Lynch Experience 2011 - 2012
Job Regional Account Manager at Marble Today
Industry Building Materials
Experience
Marble Today 2012 - Present
Ambiance North, Inc. March 2004 - Present
A1A Audio Productions LLC February 2009 - 2013
Merrill Lynch 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Ponte Vedra Interiors August 1997 - March 2004
CARPET IMAGE INC August 1984 - August 1997
LERNER STORES CORPORATION June 1981 - August 1984
CONSUMERS WAREHOUSE January 1980 - June 1981
Skills
Public Relations, Goal Oriented, Logistics, Publishing, Creative Solutions, Leadership, Management, Sales, Project Management, Retail, Training, Strategic Planning, New Business Development, Budgets, Team Building, Customer Service, Recruiting, Marketing, Negotiation, Sales Management, Contract Negotiation, Team Leadership, Public Speaking, Selling, Sales Operations, Account Management, Forecasting, Operations Management, Business Development, Financial Analysis, Marketing Strategy, Business Planning, Merchandising, Entrepreneurship, Insurance, Customer Satisfaction, Finance, Business Strategy, Risk Management, Analysis, Start-ups, Investments, Coaching, Small Business, Competitive Analysis, Banking, Strategic Financial..., CRM, Strategy, Series 7
Education
Florida State College at Jacksonville
Associates of Arts, Business Administration
Daytona State College 1978 — 1980
Business Administration, Accounting, Economics, Marketing
Fletcher
Marble Today 2012 - Present
Ambiance North, Inc. March 2004 - Present
A1A Audio Productions LLC February 2009 - 2013
Merrill Lynch 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Ponte Vedra Interiors August 1997 - March 2004
CARPET IMAGE INC August 1984 - August 1997
LERNER STORES CORPORATION June 1981 - August 1984
CONSUMERS WAREHOUSE January 1980 - June 1981
Skills
Public Relations, Goal Oriented, Logistics, Publishing, Creative Solutions, Leadership, Management, Sales, Project Management, Retail, Training, Strategic Planning, New Business Development, Budgets, Team Building, Customer Service, Recruiting, Marketing, Negotiation, Sales Management, Contract Negotiation, Team Leadership, Public Speaking, Selling, Sales Operations, Account Management, Forecasting, Operations Management, Business Development, Financial Analysis, Marketing Strategy, Business Planning, Merchandising, Entrepreneurship, Insurance, Customer Satisfaction, Finance, Business Strategy, Risk Management, Analysis, Start-ups, Investments, Coaching, Small Business, Competitive Analysis, Banking, Strategic Financial..., CRM, Strategy, Series 7
Education
Florida State College at Jacksonville
Associates of Arts, Business Administration
Daytona State College 1978 — 1980
Business Administration, Accounting, Economics, Marketing
Fletcher
Yeng Felipe Butler's Merrill Lynch Experience 1996 - 2004
Job Senior Managing Director at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors September 2010 - Present
State Farm Insurance 2007 - 2010
Merrill Lynch 1996 - 2004
Skills
Asset Management, Mutual Funds, Equities, Investments, Series 7, Series 63, Alternative Investments, Securities
Education
Harvard Kennedy School of Government
Masters in Public Administration
Dartmouth College
Bachelor of Arts (BA) with Honors, Government and Asian Studies
Milton Academy
State Street Global Advisors September 2010 - Present
State Farm Insurance 2007 - 2010
Merrill Lynch 1996 - 2004
Skills
Asset Management, Mutual Funds, Equities, Investments, Series 7, Series 63, Alternative Investments, Securities
Education
Harvard Kennedy School of Government
Masters in Public Administration
Dartmouth College
Bachelor of Arts (BA) with Honors, Government and Asian Studies
Milton Academy
Lita Dwight Lita Dwight's Merrill Lynch Experience August 2009 - August 2010
Job Owner at Pure Plant Living, LLC
Industry Food Production
Experience
Pure Plant Living, LLC August 2015 - Present
Sterling Green Corp January 2010 - Present
Sterling Black Group, LLC November 2010 - Present
Holistic Nutritional Health, LLC December 2012 - Present
Merrill Lynch August 2009 - August 2010
Acquis Development Corp February 2003 - December 2009
Stroock & Stroock & Lavan LLP August 2000 - May 2003
Sidley Austin LLP May 1998 - August 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1989 - 1991
Skills
Real Estate Development, Real Estate Project..., Real Estate Finance, Real Estate, Asset Management, Residential, Mergers, Entrepreneur, Holistic Health, Holistic Life Coaching, Holistic Medicine, Holistic Financial..., Entrepreneurship, Investment Properties, Real Estate Economics, Real Estate Transactions, Investments, Investors, Management, Marketing, Property, Public Speaking, Residential Homes, Mergers, Nonprofits, Strategic Planning, Strategic Financial...
Education
Georgetown University Law Center 1991 — 1994
JD, Law
Davidson College 1985 — 1989
BA, Anthropology, Sociology
Pure Plant Living, LLC August 2015 - Present
Sterling Green Corp January 2010 - Present
Sterling Black Group, LLC November 2010 - Present
Holistic Nutritional Health, LLC December 2012 - Present
Merrill Lynch August 2009 - August 2010
Acquis Development Corp February 2003 - December 2009
Stroock & Stroock & Lavan LLP August 2000 - May 2003
Sidley Austin LLP May 1998 - August 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1989 - 1991
Skills
Real Estate Development, Real Estate Project..., Real Estate Finance, Real Estate, Asset Management, Residential, Mergers, Entrepreneur, Holistic Health, Holistic Life Coaching, Holistic Medicine, Holistic Financial..., Entrepreneurship, Investment Properties, Real Estate Economics, Real Estate Transactions, Investments, Investors, Management, Marketing, Property, Public Speaking, Residential Homes, Mergers, Nonprofits, Strategic Planning, Strategic Financial...
Education
Georgetown University Law Center 1991 — 1994
JD, Law
Davidson College 1985 — 1989
BA, Anthropology, Sociology
Matthew Kane Matthew Kane's Merrill Lynch Experience July 1994 - December 1999
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Chris Crevier Chris Crevier's Merrill Lynch Experience July 1998 - October 2010
Job Managing Director Institutional Client Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2014 - Present
Morgan Stanley October 2010 - March 2014
Merrill Lynch July 1998 - October 2010
Skills
Pensions, Hedge Funds, Fixed Income, Private Equity, Series 7, Capital Markets, Portfolio Management, Financial Modeling, Alternative Investments, Investments, Asset Allocation, Asset Management, Valuation, Derivatives, Credit Derivatives, Securities, Bonds, Equities, Market Risk, Investment Banking, Investment Strategies, Bloomberg, Structured Products, Equity Derivatives, Options, Emerging Markets, Trading, Banking
Education
University of Chicago Graduate School of Business 1995 — 1998
MBA, Analytic Finance and International Business
Dartmouth College 1986 — 1990
BA, Economics and Asian Studies
Phillips Exeter Academy 1982 — 1986
High School
Neuberger Berman April 2014 - Present
Morgan Stanley October 2010 - March 2014
Merrill Lynch July 1998 - October 2010
Skills
Pensions, Hedge Funds, Fixed Income, Private Equity, Series 7, Capital Markets, Portfolio Management, Financial Modeling, Alternative Investments, Investments, Asset Allocation, Asset Management, Valuation, Derivatives, Credit Derivatives, Securities, Bonds, Equities, Market Risk, Investment Banking, Investment Strategies, Bloomberg, Structured Products, Equity Derivatives, Options, Emerging Markets, Trading, Banking
Education
University of Chicago Graduate School of Business 1995 — 1998
MBA, Analytic Finance and International Business
Dartmouth College 1986 — 1990
BA, Economics and Asian Studies
Phillips Exeter Academy 1982 — 1986
High School
Molly Davidson Molly Davidson's Merrill Lynch Experience September 2007 - December 2007
Job Human Resources at Bain & Company
Industry Human Resources
Experience
Bain & Company February 2013 - Present
Oakum Bay Capital, LLC (f/k/a KVO Capital Management, LLC) November 2009 - February 2013
Merrill Lynch September 2007 - December 2007
Education
Dartmouth College 2005 — 2009
BA, English, Anthropology
The Taft School 2001 — 2005
Bain & Company February 2013 - Present
Oakum Bay Capital, LLC (f/k/a KVO Capital Management, LLC) November 2009 - February 2013
Merrill Lynch September 2007 - December 2007
Education
Dartmouth College 2005 — 2009
BA, English, Anthropology
The Taft School 2001 — 2005
Steve Cadenhead Steve Cadenhead's Merrill Lynch Experience July 1999 - February 2008
Job at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2010 - Present
Residential Mezzanine Capital May 2008 - June 2010
Swiss Re April 2008 - July 2008
Merrill Lynch July 1999 - February 2008
UBS September 1994 - June 1999
Bear Stearns January 1992 - August 1994
Nomura August 1990 - January 1992
First Interstate September 1986 - July 1990
Bank of America July 1984 - August 1986
Skills
Mortgage, Derivatives, ABS, Real Estate, Residential Mortgages, Investments, Loans, Valuation, Real Estate Economics, Risk Management, Banking, Real Estate Transactions, Market Risk, Mortgage Lending, Fixed Income, Capital Markets, Equities, Financial Risk, Options, Swaps, Credit Derivatives, Credit Risk, Financial Modeling, Structured Products, Securities, Trading, Securitization, Finance
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Davidson College 1977 — 1979
BA, German
Deutsche Bank July 2010 - Present
Residential Mezzanine Capital May 2008 - June 2010
Swiss Re April 2008 - July 2008
Merrill Lynch July 1999 - February 2008
UBS September 1994 - June 1999
Bear Stearns January 1992 - August 1994
Nomura August 1990 - January 1992
First Interstate September 1986 - July 1990
Bank of America July 1984 - August 1986
Skills
Mortgage, Derivatives, ABS, Real Estate, Residential Mortgages, Investments, Loans, Valuation, Real Estate Economics, Risk Management, Banking, Real Estate Transactions, Market Risk, Mortgage Lending, Fixed Income, Capital Markets, Equities, Financial Risk, Options, Swaps, Credit Derivatives, Credit Risk, Financial Modeling, Structured Products, Securities, Trading, Securitization, Finance
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Davidson College 1977 — 1979
BA, German
Sara Friesen Sara Friesen's Merrill Lynch Experience August 2008 - August 2009
Job
Industry Investment Banking
Experience
The Blackstone Group August 2011 - Present
Merrill Lynch August 2008 - August 2009
Merrill Lynch July 2006 - July 2008
Skills
Corporate Finance, Investment Banking, Finance, Restructuring, Capital Structure, Valuation, Financial Modeling, M&A experience, Due Diligence, Economics
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Dartmouth College 2002 — 2006
BA
University of Oxford 2004 — 2004
Exchange Student
The Blackstone Group August 2011 - Present
Merrill Lynch August 2008 - August 2009
Merrill Lynch July 2006 - July 2008
Skills
Corporate Finance, Investment Banking, Finance, Restructuring, Capital Structure, Valuation, Financial Modeling, M&A experience, Due Diligence, Economics
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Dartmouth College 2002 — 2006
BA
University of Oxford 2004 — 2004
Exchange Student
Michael V. DeFelice Michael V. DeFelice's Merrill Lynch Experience April 1993 - March 2000
Job Strategic development and finance executive. Passion for energy and environmental challenges.
Industry Executive Office
Experience
Stonegate Ltd. January 2007 - Present
Thayer School of Engineering at Dartmouth September 2005 - Present
Deutsche Bank October 2004 - August 2007
Carbon Financial, Inc. October 2001 - October 2004
JPMorgan Chase March 2000 - October 2001
Merrill Lynch April 1993 - March 2000
CS First Boston September 1992 - April 1993
Simpson Thacher & Bartlett October 1990 - August 1992
Tektronix August 1985 - August 1987
Westinghouse Electric Company August 1983 - August 1985
Skills
Mergers, Project Finance, Investment Banking, Real Estate, Valuation, Renewable Energy, Financial Modeling, Entrepreneurship, Corporate Development, Financial Analysis, Structured Finance, Structuring, Debt, Strategy Development, Energy, Joint Ventures, Deal Structuring, Corporate Finance, Business Strategy, Negotiation, Corporate Governance, Business Planning, Cleantech, Real Estate Finance, IPO, Contract Negotiation, Financial Structuring, Real Estate Economics, Mergers & Acquisitions, Strategy, Analysis, Venture Capital, Leadership, Program Management, Start-ups, Investments, Private Equity, Project Management, Finance, Restructuring, Management, Due Diligence, Equities, Capital Markets, Strategic Planning, Business Development, Executive Management, Financial Services, Securities, New Business Development
Education
University of Chicago Law School 1987 — 1990
JD
Dartmouth College 1979 — 1983
AB
Ossining High School 1975 — 1979
Diploma
Stonegate Ltd. January 2007 - Present
Thayer School of Engineering at Dartmouth September 2005 - Present
Deutsche Bank October 2004 - August 2007
Carbon Financial, Inc. October 2001 - October 2004
JPMorgan Chase March 2000 - October 2001
Merrill Lynch April 1993 - March 2000
CS First Boston September 1992 - April 1993
Simpson Thacher & Bartlett October 1990 - August 1992
Tektronix August 1985 - August 1987
Westinghouse Electric Company August 1983 - August 1985
Skills
Mergers, Project Finance, Investment Banking, Real Estate, Valuation, Renewable Energy, Financial Modeling, Entrepreneurship, Corporate Development, Financial Analysis, Structured Finance, Structuring, Debt, Strategy Development, Energy, Joint Ventures, Deal Structuring, Corporate Finance, Business Strategy, Negotiation, Corporate Governance, Business Planning, Cleantech, Real Estate Finance, IPO, Contract Negotiation, Financial Structuring, Real Estate Economics, Mergers & Acquisitions, Strategy, Analysis, Venture Capital, Leadership, Program Management, Start-ups, Investments, Private Equity, Project Management, Finance, Restructuring, Management, Due Diligence, Equities, Capital Markets, Strategic Planning, Business Development, Executive Management, Financial Services, Securities, New Business Development
Education
University of Chicago Law School 1987 — 1990
JD
Dartmouth College 1979 — 1983
AB
Ossining High School 1975 — 1979
Diploma
Matthew McCarville's Merrill Lynch Experience June 2005 - July 2005
Job Director, Corporate Development and Finance at Era Group Inc
Industry Financial Services
Experience
Era Group Inc December 2014 - Present
Era Group Inc November 2013 - December 2014
Rockland Capital August 2013 - November 2013
Deutsche Bank May 2010 - July 2013
WorldTeach July 2007 - July 2008
Merrill Lynch June 2005 - July 2005
Skills
Private Equity, Investment Banking, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Research, Investments, Mergers & Acquisitions, Capital Markets, Economics, Strategic Planning, Managerial Finance, Credit Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MSF, Finance
Davidson College 2003 — 2007
B.A., Economics and East Asian Studies
Sophia University 2006 — 2006
Business, Japanese
The London School of Economics and Political Science (LSE)
Economics, Statistics
Era Group Inc December 2014 - Present
Era Group Inc November 2013 - December 2014
Rockland Capital August 2013 - November 2013
Deutsche Bank May 2010 - July 2013
WorldTeach July 2007 - July 2008
Merrill Lynch June 2005 - July 2005
Skills
Private Equity, Investment Banking, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Research, Investments, Mergers & Acquisitions, Capital Markets, Economics, Strategic Planning, Managerial Finance, Credit Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MSF, Finance
Davidson College 2003 — 2007
B.A., Economics and East Asian Studies
Sophia University 2006 — 2006
Business, Japanese
The London School of Economics and Political Science (LSE)
Economics, Statistics
Nat Schindler's Merrill Lynch Experience May 2007 - December 2010
Job Director Equity Research at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America - Merrill Lynch May 2007 - Present
Merrill Lynch May 2007 - December 2010
Piper Jaffray & Co. June 2005 - May 2007
Credit Suisse First Boston January 2000 - June 2001
Volpe Brown Whelan January 1998 - June 1999
Volpe Brown Whelan June 1995 - January 1998
Skills
Mergers, Equity Research, Investment Banking, Hedge Funds, IPO, Mergers & Acquisitions, Financial Modeling, Capital Markets, Valuation, Investments, Equities, Bloomberg, Portfolio Management, Financial Analysis
Education
Dartmouth College 1991 — 1995
AB, Electrical Engineering and Economics
Bank of America - Merrill Lynch May 2007 - Present
Merrill Lynch May 2007 - December 2010
Piper Jaffray & Co. June 2005 - May 2007
Credit Suisse First Boston January 2000 - June 2001
Volpe Brown Whelan January 1998 - June 1999
Volpe Brown Whelan June 1995 - January 1998
Skills
Mergers, Equity Research, Investment Banking, Hedge Funds, IPO, Mergers & Acquisitions, Financial Modeling, Capital Markets, Valuation, Investments, Equities, Bloomberg, Portfolio Management, Financial Analysis
Education
Dartmouth College 1991 — 1995
AB, Electrical Engineering and Economics
Stephanie Cochran Landsberg's Merrill Lynch Experience September 2007 - June 2009
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch September 2007 - June 2009
Thomson Financial September 2006 - August 2007
MBNA America June 2005 - August 2005
Farrell, Marsh & Co January 2005 - March 2005
Skills
Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Valuation, Bloomberg
Education
Dartmouth College 2002 — 2006
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch September 2007 - June 2009
Thomson Financial September 2006 - August 2007
MBNA America June 2005 - August 2005
Farrell, Marsh & Co January 2005 - March 2005
Skills
Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Valuation, Bloomberg
Education
Dartmouth College 2002 — 2006
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
Rob Van Genderen's Merrill Lynch Experience June 2000 - March 2003
Job Falls River Group
Industry Investment Banking
Experience
Falls River Group August 2015 - Present
Energy Advisors Group, Inc August 2012 - Present
KPMG Corporate Finance 2010 - 2012
Deutsche Bank 2003 - 2009
Merrill Lynch June 2000 - March 2003
Reynolds Metals January 1996 - January 2000
McHugh Construction January 1992 - December 1995
Kidder Peabody June 1989 - August 1989
Skills
Private Equity, Executive Management, Venture Capital, Investments, Strategy, Banking, Emerging Markets, Finance, Financial Modeling, Trading, Corporate Law, Business Strategy, Mergers, Corporate Finance, Due Diligence, Investment Banking, Equities, Valuation, Structured Finance, IPO, Restructuring, Mergers & Acquisitions, Capital Markets, Financial Structuring, Asset Management, Hedge Funds, Financial Analysis, Financial Markets, Project Finance, Derivatives, M&A experience, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, Business Administration and Management, General
Dartmouth College 1987 — 1991
BA, Russian Studies
Deerfield Academy 1984 — 1987
High school
Falls River Group August 2015 - Present
Energy Advisors Group, Inc August 2012 - Present
KPMG Corporate Finance 2010 - 2012
Deutsche Bank 2003 - 2009
Merrill Lynch June 2000 - March 2003
Reynolds Metals January 1996 - January 2000
McHugh Construction January 1992 - December 1995
Kidder Peabody June 1989 - August 1989
Skills
Private Equity, Executive Management, Venture Capital, Investments, Strategy, Banking, Emerging Markets, Finance, Financial Modeling, Trading, Corporate Law, Business Strategy, Mergers, Corporate Finance, Due Diligence, Investment Banking, Equities, Valuation, Structured Finance, IPO, Restructuring, Mergers & Acquisitions, Capital Markets, Financial Structuring, Asset Management, Hedge Funds, Financial Analysis, Financial Markets, Project Finance, Derivatives, M&A experience, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, Business Administration and Management, General
Dartmouth College 1987 — 1991
BA, Russian Studies
Deerfield Academy 1984 — 1987
High school
Rip Weinseimer's Merrill Lynch Experience 1996 - 1998
Job Vice President, Commercial Operations at Pernix Therapeutics
Industry Biotechnology
Experience
Pernix Therapeutics 2014 - Present
Aptalis Pharmaceuticals 2009 - 2014
Gilead Sciences/CV Therapeutics 2005 - 2009
Corixa Pharmaceuticals January 2004 - April 2005
McKesson Corporation 1998 - 2003
Merrill Lynch 1996 - 1998
Skills
Sales Operations, Company..., Salesforce Effectiveness, Salesforce Automation -..., Trade Relations, Trade DSA's, Call Center Management, Pharmaceutical Sales, Biotechnology, Incentive Compensation, Territory Optimization, Business Intelligence &..., Customer Master, Commercial Data..., Sales, Gastroenterology, Product Launch, Managed Care, Medical Devices, Pharmaceutical Industry, Pulmonology, Leadership, Oncology, Sales Effectiveness, Process Improvement, Start-ups, Cardiology, Product Management, Analytics, Commercialization, Strategy, Cross-functional Team..., Licensing, Incentive Programs, Lifesciences, Sales Force Development, Business Planning, Competitive Analysis, Diabetes, CRM, Market Analysis
Education
Dartmouth College
BA
The Tuck School of Business at Dartmouth
MBA
Pernix Therapeutics 2014 - Present
Aptalis Pharmaceuticals 2009 - 2014
Gilead Sciences/CV Therapeutics 2005 - 2009
Corixa Pharmaceuticals January 2004 - April 2005
McKesson Corporation 1998 - 2003
Merrill Lynch 1996 - 1998
Skills
Sales Operations, Company..., Salesforce Effectiveness, Salesforce Automation -..., Trade Relations, Trade DSA's, Call Center Management, Pharmaceutical Sales, Biotechnology, Incentive Compensation, Territory Optimization, Business Intelligence &..., Customer Master, Commercial Data..., Sales, Gastroenterology, Product Launch, Managed Care, Medical Devices, Pharmaceutical Industry, Pulmonology, Leadership, Oncology, Sales Effectiveness, Process Improvement, Start-ups, Cardiology, Product Management, Analytics, Commercialization, Strategy, Cross-functional Team..., Licensing, Incentive Programs, Lifesciences, Sales Force Development, Business Planning, Competitive Analysis, Diabetes, CRM, Market Analysis
Education
Dartmouth College
BA
The Tuck School of Business at Dartmouth
MBA
Kevin McGowan's Merrill Lynch Experience 2003 - 2004
Job Executive Director, Head of FX Product Management Americas Funds Services, at JPMorgan Chase & Co.
Industry Capital Markets
Experience
JPMorgan Chase & Co. April 2015 - Present
Citi October 2010 - March 2015
FXMarketSpace October 2006 - October 2008
FXall 2004 - 2006
Merrill Lynch 2003 - 2004
EBS Dealing Resources 2000 - 2003
ABN AMRO Bank 1999 - 2000
The Norinchukin Bank 1997 - 1999
Skills
Electronic Trading, Fixed Income, Trading, FX Options, Trading Systems, Financial Markets, Derivatives, Capital Markets, Equities, Foreign Exchange, Hedge Funds, Banking, Options, Investment Banking, Securities, Prime Brokerage, FX Trading, Market Data, Management, Portfolio Management
Education
Dartmouth College 1992 — 1996
BA, Economics
JPMorgan Chase & Co. April 2015 - Present
Citi October 2010 - March 2015
FXMarketSpace October 2006 - October 2008
FXall 2004 - 2006
Merrill Lynch 2003 - 2004
EBS Dealing Resources 2000 - 2003
ABN AMRO Bank 1999 - 2000
The Norinchukin Bank 1997 - 1999
Skills
Electronic Trading, Fixed Income, Trading, FX Options, Trading Systems, Financial Markets, Derivatives, Capital Markets, Equities, Foreign Exchange, Hedge Funds, Banking, Options, Investment Banking, Securities, Prime Brokerage, FX Trading, Market Data, Management, Portfolio Management
Education
Dartmouth College 1992 — 1996
BA, Economics
Ravindra Saxena's Merrill Lynch Experience May 2006 - August 2007
Job Head Global Reference Data at Millennium Partners
Industry Financial Services
Experience
Millennium Partners January 2013 - Present
Nomura Securities June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2007 - September 2008
Merrill Lynch May 2006 - August 2007
Morgan Stanley 2000 - 2006
Skills
Reference Data, Equities, Market Data, Electronic Trading, Trading, Fixed Income, Compliance, Program Management, Business Intelligence, Capital Markets, Data Management, Data Governance, Investment Banking, IT Strategy, Data Quality, Application Architecture, Data Warehousing, Data Modeling, Analytics, Vendor Management, Regulatory Requirements, Surveillance, KDB+, Sybase, Perl, Java, ETL, Securities, Master Data Management, Cross Functional..., Bloomberg Data License, Middle Office, Low Latency, Financial Services, Derivatives, Trading Systems
Education
Dayalbagh Educational Institute 1988 — 1992
Masters, Software Development, Mathematics
Millennium Partners January 2013 - Present
Nomura Securities June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2007 - September 2008
Merrill Lynch May 2006 - August 2007
Morgan Stanley 2000 - 2006
Skills
Reference Data, Equities, Market Data, Electronic Trading, Trading, Fixed Income, Compliance, Program Management, Business Intelligence, Capital Markets, Data Management, Data Governance, Investment Banking, IT Strategy, Data Quality, Application Architecture, Data Warehousing, Data Modeling, Analytics, Vendor Management, Regulatory Requirements, Surveillance, KDB+, Sybase, Perl, Java, ETL, Securities, Master Data Management, Cross Functional..., Bloomberg Data License, Middle Office, Low Latency, Financial Services, Derivatives, Trading Systems
Education
Dayalbagh Educational Institute 1988 — 1992
Masters, Software Development, Mathematics
Amy Wacaster's Merrill Lynch Experience September 2003 - May 2007
Job
Industry Banking
Experience
Credit Suisse July 2007 - June 2010
Merrill Lynch September 2003 - May 2007
Robinson Humphrey 1998 - 2001
Skills
Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA
Davidson College 1994 — 1998
Bachelor's degree in political science
Credit Suisse July 2007 - June 2010
Merrill Lynch September 2003 - May 2007
Robinson Humphrey 1998 - 2001
Skills
Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA
Davidson College 1994 — 1998
Bachelor's degree in political science
Michael Crotty's Merrill Lynch Experience August 1997 - May 2007
Job Senior Vice President, Financial Advisor, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2007 - October 2013
Merrill Lynch August 1997 - May 2007
Fidelity Investments July 1994 - April 1997
Education
Dartmouth College 1990 — 1994
Christian Brothers Academy HS 1986 — 1990
Morgan Stanley Smith Barney May 2007 - October 2013
Merrill Lynch August 1997 - May 2007
Fidelity Investments July 1994 - April 1997
Education
Dartmouth College 1990 — 1994
Christian Brothers Academy HS 1986 — 1990
Aaron D. Teitelbaum, CFA's Merrill Lynch Experience June 2006 - September 2006
Job Analyst at Junto Capital
Industry Financial Services
Experience
Junto Capital September 2013 - Present
Surveyor Capital July 2011 - August 2013
KBW August 2007 - April 2012
KBW Inc. August 2007 - March 2010
Merrill Lynch June 2006 - September 2006
Education
Dartmouth College 2003 — 2007
BA, Engineering Sciences, Economics
NBTHS 1999 — 2003
Junto Capital September 2013 - Present
Surveyor Capital July 2011 - August 2013
KBW August 2007 - April 2012
KBW Inc. August 2007 - March 2010
Merrill Lynch June 2006 - September 2006
Education
Dartmouth College 2003 — 2007
BA, Engineering Sciences, Economics
NBTHS 1999 — 2003
Brent Clayton, CFA's Merrill Lynch Experience June 2006 - August 2006
Job LR Global Frontier Fund
Industry Financial Services
Experience
LR Global January 2012 - Present
LR Global October 2007 - January 2012
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investments, Corporate Finance, Equities, Frontier Markets
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
LR Global January 2012 - Present
LR Global October 2007 - January 2012
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investments, Corporate Finance, Equities, Frontier Markets
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
David Clingman's Merrill Lynch Experience Managing DirectorTD AmeritradeDecember 2009 - Present
Job Managing Director at TD Ameritrade
Industry Financial Services
Experience
Merrill Lynch Managing DirectorTD AmeritradeDecember 2009 - Present
SunTrust Bank 1997 - 2005
Skills
Series 7, Wealth Management, Cash Management, Series 63, Securities, Equities, Portfolio Management, Fixed Income, Alternative Investments, Financial Services, Investments, Asset Allocation, Investment Advisory, Asset Management
Education
Davidson College 1989 — 1993
BA
Wake Forest University
MBA
Merrill Lynch Managing DirectorTD AmeritradeDecember 2009 - Present
SunTrust Bank 1997 - 2005
Skills
Series 7, Wealth Management, Cash Management, Series 63, Securities, Equities, Portfolio Management, Fixed Income, Alternative Investments, Financial Services, Investments, Asset Allocation, Investment Advisory, Asset Management
Education
Davidson College 1989 — 1993
BA
Wake Forest University
MBA
Chris Bunker's Merrill Lynch Experience May 1990 - August 1994
Job Head of Broker Dealer Relationship Management at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Putnam Investments May 2000 - July 2015
Citizens Financial Services October 1995 - April 2000
Merrill Lynch May 1990 - August 1994
Education
Dartmouth College 1984 — 1988
Putnam Investments July 2015 - Present
Putnam Investments May 2000 - July 2015
Citizens Financial Services October 1995 - April 2000
Merrill Lynch May 1990 - August 1994
Education
Dartmouth College 1984 — 1988
Mimi Naylor's Merrill Lynch Experience September 1987 - 1990
Job Marketing Director
Industry Professional Training & Coaching
Experience
CCT Solutions, Ltd. October 2008 - Present
Credit Suisse September 1996 - 1999
Merrill Lynch September 1987 - 1990
Skills
Healthcare, Hospitals, EHR, Marketing, EMR, Management, Project Management, Contract Negotiation, Software Documentation, Marketing Strategy, Marketing Communications, Public Speaking, Public Relations, GoLive, Strategic Planning, Tennis 4.0 USTA Ranked
Education
Smith College 1983 — 1987
Bachelor of Arts (B.A.)
Dartmouth College
Economics
CCT Solutions, Ltd. October 2008 - Present
Credit Suisse September 1996 - 1999
Merrill Lynch September 1987 - 1990
Skills
Healthcare, Hospitals, EHR, Marketing, EMR, Management, Project Management, Contract Negotiation, Software Documentation, Marketing Strategy, Marketing Communications, Public Speaking, Public Relations, GoLive, Strategic Planning, Tennis 4.0 USTA Ranked
Education
Smith College 1983 — 1987
Bachelor of Arts (B.A.)
Dartmouth College
Economics
Lawrence Ryan's Merrill Lynch Experience September 1990 - February 1996
Job CEO Achaean Re at Achaean Financial Holdings
Industry Financial Services
Experience
Achaean Financial Holdings August 2013 - Present
Praetorian Advisors March 2004 - Present
UBS Investment Bank September 2002 - November 2004
Prudential Securities February 1996 - December 2001
Merrill Lynch September 1990 - February 1996
Goldman Sachs June 1982 - May 1990
Skills
Capital Markets, Derivatives, Management, Commodity, Investments, Private Equity, Marketing, Hedge Funds, Investment Banking, Alternative Investments
Education
The University of Chicago Booth School of Business 1980 — 1982
Dartmouth College 1976 — 1979
BA, Engineering, Mathematics
Achaean Financial Holdings August 2013 - Present
Praetorian Advisors March 2004 - Present
UBS Investment Bank September 2002 - November 2004
Prudential Securities February 1996 - December 2001
Merrill Lynch September 1990 - February 1996
Goldman Sachs June 1982 - May 1990
Skills
Capital Markets, Derivatives, Management, Commodity, Investments, Private Equity, Marketing, Hedge Funds, Investment Banking, Alternative Investments
Education
The University of Chicago Booth School of Business 1980 — 1982
Dartmouth College 1976 — 1979
BA, Engineering, Mathematics
Peter Lehmann's Merrill Lynch Experience 2005 - 2007
Job Chief Strategy Officer at D&B
Industry Information Services
Experience
Dun and Bradstreet February 2014 - Present
Dun & Bradstreet September 2007 - February 2014
Merrill Lynch 2005 - 2007
Twelve Horses 2004 - 2005
Intuit 1999 - 2004
American Express 1995 - 1999
Mercer Management Consulting 1985 - 1995
Education
Dartmouth College 1981 — 1985
Dun and Bradstreet February 2014 - Present
Dun & Bradstreet September 2007 - February 2014
Merrill Lynch 2005 - 2007
Twelve Horses 2004 - 2005
Intuit 1999 - 2004
American Express 1995 - 1999
Mercer Management Consulting 1985 - 1995
Education
Dartmouth College 1981 — 1985
Gregory R. Dow's Merrill Lynch Experience April 1998 - April 2004
Job Chief Operating Officer and General Counsel at KLR Group, LLC
Industry Investment Banking
Experience
KLR Group, LLC April 2012 - Present
Rodman & Renshaw Capital Group, Inc. February 2008 - April 2012
Cowen and Company, LLC May 2004 - December 2007
Merrill Lynch April 1998 - April 2004
Peregrine Capital Markets 1997 - 1998
Milbank Tweed 1994 - 1997
Skills
Corporate Development, Securities Regulation, Securities, Equity Capital Markets, Private Equity, Due Diligence, Capital Markets, Private Placements, Mergers & Acquisitions, Hedge Funds, Strategic Planning, Start-ups, Joint Ventures, Mergers, Risk Management, Litigation, Venture Capital, Corporate Finance, Equities
Education
University of Virginia School of Law 1991 — 1994
Dartmouth College 1982 — 1986
KLR Group, LLC April 2012 - Present
Rodman & Renshaw Capital Group, Inc. February 2008 - April 2012
Cowen and Company, LLC May 2004 - December 2007
Merrill Lynch April 1998 - April 2004
Peregrine Capital Markets 1997 - 1998
Milbank Tweed 1994 - 1997
Skills
Corporate Development, Securities Regulation, Securities, Equity Capital Markets, Private Equity, Due Diligence, Capital Markets, Private Placements, Mergers & Acquisitions, Hedge Funds, Strategic Planning, Start-ups, Joint Ventures, Mergers, Risk Management, Litigation, Venture Capital, Corporate Finance, Equities
Education
University of Virginia School of Law 1991 — 1994
Dartmouth College 1982 — 1986
Alex Lehmann's Merrill Lynch Experience May 1998 - June 2006
Job Head of Americas, Primary Markets at London Stock Exchange Group
Industry Banking
Experience
London Stock Exchange Group July 2013 - Present
Deutsche Bank October 2010 - May 2012
Jefferies & Company July 2007 - October 2010
Thomas Weisel Partners July 2006 - July 2007
Merrill Lynch May 1998 - June 2006
UBS July 1996 - May 1998
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Bloomberg, Fixed Income, LBO, Equity Research, IPO
Education
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), History, Geography, and French
Collegiate School 1980 — 1992
London Stock Exchange Group July 2013 - Present
Deutsche Bank October 2010 - May 2012
Jefferies & Company July 2007 - October 2010
Thomas Weisel Partners July 2006 - July 2007
Merrill Lynch May 1998 - June 2006
UBS July 1996 - May 1998
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Bloomberg, Fixed Income, LBO, Equity Research, IPO
Education
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), History, Geography, and French
Collegiate School 1980 — 1992
Ron Wagnell's Merrill Lynch Experience 2002 - 2006
Job System /Business Analyst at Dundee Securities
Industry Financial Services
Experience
Dundee Securities Business AnalystIBM2004 - 2006
Merrill Lynch 2002 - 2006
Midland Walwyn 1999 - 2001
Education
Dawson College 1971 — 1973
Dundee Securities Business AnalystIBM2004 - 2006
Merrill Lynch 2002 - 2006
Midland Walwyn 1999 - 2001
Education
Dawson College 1971 — 1973
Brendan Reidy's Merrill Lynch Experience March 2003 - February 2007
Job Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
Scott Newnam's Merrill Lynch Experience 1994 - 1996
Job Chairman of the Board at Netsertive
Industry Consumer Electronics
Experience
Audio Advice 2006 - Present
Netsertive July 2010 - Present
Mixed Signals 2005 - 2010
TANDBERG Television, Part of the Ericsson Group 2006 - 2007
GoldPocket Wireless 2005 - 2007
GoldPocket Interactive 2000 - 2006
Irvine Apartment Communities, Inc. 1996 - 1999
Merrill Lynch 1994 - 1996
Skills
Start-ups, Consumer Electronics, Sound, Digital Media, Entrepreneurship, Strategic Planning, Strategic Partnerships, Mobile Devices, Video, Venture Capital, Digital Marketing, AV, Sales, Home Automation, Sales Management, Team Building, Wireless
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
Davidson College 1990 — 1994
B.A., Economics concentration
Audio Advice 2006 - Present
Netsertive July 2010 - Present
Mixed Signals 2005 - 2010
TANDBERG Television, Part of the Ericsson Group 2006 - 2007
GoldPocket Wireless 2005 - 2007
GoldPocket Interactive 2000 - 2006
Irvine Apartment Communities, Inc. 1996 - 1999
Merrill Lynch 1994 - 1996
Skills
Start-ups, Consumer Electronics, Sound, Digital Media, Entrepreneurship, Strategic Planning, Strategic Partnerships, Mobile Devices, Video, Venture Capital, Digital Marketing, AV, Sales, Home Automation, Sales Management, Team Building, Wireless
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
Davidson College 1990 — 1994
B.A., Economics concentration
Matthew Herman's Merrill Lynch Experience September 2008 - June 2009
Job Associate General Counsel at Russell Reynolds Associates
Industry Law Practice
Experience
Russell Reynolds Associates August 2015 - Present
Jefferies LLC October 2010 - July 2015
Aurora Bank FSB September 2009 - October 2010
Merrill Lynch September 2008 - June 2009
Bear Stearns April 2006 - August 2008
Paul Hastings August 2003 - April 2006
Weil Gotshal and Manges September 2001 - July 2003
Kauff McClain & McGuire LLP 1999 - 2000
Skills
Employment Law
Education
New York University School of Law 1998 — 2001
JD
Dartmouth College 1994 — 1998
BA, Government
Clarkstown High School North 1990 — 1994
Russell Reynolds Associates August 2015 - Present
Jefferies LLC October 2010 - July 2015
Aurora Bank FSB September 2009 - October 2010
Merrill Lynch September 2008 - June 2009
Bear Stearns April 2006 - August 2008
Paul Hastings August 2003 - April 2006
Weil Gotshal and Manges September 2001 - July 2003
Kauff McClain & McGuire LLP 1999 - 2000
Skills
Employment Law
Education
New York University School of Law 1998 — 2001
JD
Dartmouth College 1994 — 1998
BA, Government
Clarkstown High School North 1990 — 1994
Susan McCormack, CFA's Merrill Lynch Experience July 1990 - March 1994
Job Municipal Bond Portfolio Manager at Putnam Investments
Industry Investment Management
Experience
Barth Syndrome Foundation January 2011 - Present
Putnam Investments June 1999 - Present
Putnam Investments May 1994 - June 1999
Merrill Lynch July 1990 - March 1994
Skills
Portfolio Management, Municipal Bonds, Investment Banking, Team Management, Financial Modeling, Financial Analysis, Chartered Financial..., Bonds, Structured Finance, Investments, Fixed Income, Bloomberg, Asset Managment, Securities, Asset Allocation, Alternative Investments, Program Management, Asset Management, Equity Valuation
Education
Stanford University 1988 — 1990
MBA
Dartmouth College 1982 — 1986
BA, Computer Science
Barth Syndrome Foundation January 2011 - Present
Putnam Investments June 1999 - Present
Putnam Investments May 1994 - June 1999
Merrill Lynch July 1990 - March 1994
Skills
Portfolio Management, Municipal Bonds, Investment Banking, Team Management, Financial Modeling, Financial Analysis, Chartered Financial..., Bonds, Structured Finance, Investments, Fixed Income, Bloomberg, Asset Managment, Securities, Asset Allocation, Alternative Investments, Program Management, Asset Management, Equity Valuation
Education
Stanford University 1988 — 1990
MBA
Dartmouth College 1982 — 1986
BA, Computer Science
Debby Dukes's Merrill Lynch Experience August 1998 - February 2005
Job Experienced Sales and Banking Professional
Industry Financial Services
Experience
RDC 504 January 2009 - March 2010
National City Bank 2008 - 2009
Fifth Third Bank March 2005 - November 2007
Merrill Lynch August 1998 - February 2005
Skills
Portfolio Management, Cash Flow, Economic Development, Banking, Credit, Commercial Banking, Loans, Funding, New Business Development, Customer Service, Excel, Outlook, Word, PowerPoint, Account Management, Microsoft Office, Commercial Lending, Cash Management, Customer Relations, B2B Marketing, Sales Management, Business Analysis, Small Business, Cross Selling, Risk Management, Credit Analysis, Underwriting, Small Business Lending, Pricing, Team Building, Proposal Writing, Negotiation, Real Estate, Cold Calling, Credit Risk, Financial Modeling, Business Planning, Relationship Management, Financial Analysis, Business Development, Finance, Financial Services, Consumer Lending, Management, Sales, Analysis, Training
Education
Davenport University 2002 — 2004
B.A., Marketing
RDC 504 January 2009 - March 2010
National City Bank 2008 - 2009
Fifth Third Bank March 2005 - November 2007
Merrill Lynch August 1998 - February 2005
Skills
Portfolio Management, Cash Flow, Economic Development, Banking, Credit, Commercial Banking, Loans, Funding, New Business Development, Customer Service, Excel, Outlook, Word, PowerPoint, Account Management, Microsoft Office, Commercial Lending, Cash Management, Customer Relations, B2B Marketing, Sales Management, Business Analysis, Small Business, Cross Selling, Risk Management, Credit Analysis, Underwriting, Small Business Lending, Pricing, Team Building, Proposal Writing, Negotiation, Real Estate, Cold Calling, Credit Risk, Financial Modeling, Business Planning, Relationship Management, Financial Analysis, Business Development, Finance, Financial Services, Consumer Lending, Management, Sales, Analysis, Training
Education
Davenport University 2002 — 2004
B.A., Marketing
Ron Wagnell's Merrill Lynch Experience 1997 - 2004
Job Senior Business Analyst at Worldsource Financial Management
Industry Financial Services
Experience
Worldsource Financial Management June 2011 - Present
TD Waterhouse 2009 - 2011
Dundee Securities September 2004 - October 2008
Merrill Lynch 1997 - 2004
Skills
SQL, Brokerage, Securities, Equities, Wealth Management, Business Analysis, Compliance, Back Office, Fixed Income, Change Management, Mutual Funds, Portfolio Management, Bonds, Trading, Customer Service, Mergers, Investments, Process Improvement, Executive Management, Requirements Gathering, People Management, Financial Services, Management, Capital Markets, Risk Management, Finance, Business Requirements, Strategic Financial..., Banking
Education
Dawson College 1970 — 1971
Level 1 - Accounting, Accounting
Verdun High School 1966 — 1970
Dawson College
Accounting
Worldsource Financial Management June 2011 - Present
TD Waterhouse 2009 - 2011
Dundee Securities September 2004 - October 2008
Merrill Lynch 1997 - 2004
Skills
SQL, Brokerage, Securities, Equities, Wealth Management, Business Analysis, Compliance, Back Office, Fixed Income, Change Management, Mutual Funds, Portfolio Management, Bonds, Trading, Customer Service, Mergers, Investments, Process Improvement, Executive Management, Requirements Gathering, People Management, Financial Services, Management, Capital Markets, Risk Management, Finance, Business Requirements, Strategic Financial..., Banking
Education
Dawson College 1970 — 1971
Level 1 - Accounting, Accounting
Verdun High School 1966 — 1970
Dawson College
Accounting
Moshe-Yosef Kopolow's Merrill Lynch Experience July 2012 - June 2014
Job Advisor Solutions Group Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher September 2014 - Present
Gerstein Fisher June 2014 - September 2014
Merrill Lynch July 2012 - June 2014
GoMango.com — Los Angeles, CA 2012 - 2012
Merrill Lynch June 2011 - August 2011
Perella Weinberg Partners 2008 - 2008
SAC Capital 2006 - 2008
EverBank December 2004 - August 2005
Skills
Financial Modeling, Investments, Fixed Income, Bloomberg, Equity Research, Equities, Hedge Funds, Due Diligence, Alternative Investments, Finance, Investment Strategies, Valuation, Asset Allocation, Quantitative Finance, Analytics, Capital Markets, Portfolio Management, Financial Analysis, Quantitative Analytics, Venture Capital, Trading, Mergers & Acquisitions, Investment Banking, Real Estate, Securities, Mutual Funds, Wealth Management, Derivatives, ETFs, Strategy, Asset Management, Series 7, Investment Management, Options, Equity Valuation, Corporate Finance, Emerging Markets
Education
Washington University in St. Louis 2010 — 2012
MBA, Finance
Dartmouth College 2002 — 2006
BA, Senior Fellowship
Clayton High School 1998 — 2002
Community
Mayanot
Gerstein Fisher September 2014 - Present
Gerstein Fisher June 2014 - September 2014
Merrill Lynch July 2012 - June 2014
GoMango.com — Los Angeles, CA 2012 - 2012
Merrill Lynch June 2011 - August 2011
Perella Weinberg Partners 2008 - 2008
SAC Capital 2006 - 2008
EverBank December 2004 - August 2005
Skills
Financial Modeling, Investments, Fixed Income, Bloomberg, Equity Research, Equities, Hedge Funds, Due Diligence, Alternative Investments, Finance, Investment Strategies, Valuation, Asset Allocation, Quantitative Finance, Analytics, Capital Markets, Portfolio Management, Financial Analysis, Quantitative Analytics, Venture Capital, Trading, Mergers & Acquisitions, Investment Banking, Real Estate, Securities, Mutual Funds, Wealth Management, Derivatives, ETFs, Strategy, Asset Management, Series 7, Investment Management, Options, Equity Valuation, Corporate Finance, Emerging Markets
Education
Washington University in St. Louis 2010 — 2012
MBA, Finance
Dartmouth College 2002 — 2006
BA, Senior Fellowship
Clayton High School 1998 — 2002
Community
Mayanot
Ivan Zlatar's Merrill Lynch Experience July 2010 - June 2013
Job Client Operations Manager at Kensho Technologies
Industry Online Media
Experience
Kensho Technologies September 2015 - Present
Twitter March 2015 - August 2015
Twitter June 2014 - March 2015
Twitter July 2013 - June 2014
Merrill Lynch July 2010 - June 2013
The Dartmouth, Inc. January 2009 - January 2010
True/Slant, Inc. June 2009 - December 2009
The Washington Post January 2009 - March 2009
Skills
Financial Modeling, Data Analysis, Competitive Analysis, Business Strategy, Social Media, Financial Services, Marketing, Sales, Social Media Marketing, Marketing Strategy, Series 7, Valuation, Financial Analysis, Market Research, Economics
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Kensho Technologies September 2015 - Present
Twitter March 2015 - August 2015
Twitter June 2014 - March 2015
Twitter July 2013 - June 2014
Merrill Lynch July 2010 - June 2013
The Dartmouth, Inc. January 2009 - January 2010
True/Slant, Inc. June 2009 - December 2009
The Washington Post January 2009 - March 2009
Skills
Financial Modeling, Data Analysis, Competitive Analysis, Business Strategy, Social Media, Financial Services, Marketing, Sales, Social Media Marketing, Marketing Strategy, Series 7, Valuation, Financial Analysis, Market Research, Economics
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Lloyd Ucko's Merrill Lynch Experience December 2005 - July 2006
Job Product Manager at CreditSights
Industry Investment Banking
Experience
CreditSights September 2014 - Present
Paladin Strategic Partners January 2010 - Present
Goldman Sachs 2006 - January 2010
Merrill Lynch December 2005 - July 2006
Advest, Inc. 1995 - 2005
Credit Suisse First Boston 1994 - 1995
Goldman Sachs July 1986 - January 1994
Skills
Series 7, Alternative Investments, Securities, Strategic Financial..., Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Fixed Income, Hedge Funds, Loans, Credit, Wealth Management..., Asset Management, Structured Finance, Private Equity, Bonds, Financial Planning, Financial Structuring, Investment Management, Mortgage Lending, Securitization
Education
The Tuck School of Business at Dartmouth 1972 — 1974
mba, marketing
Dartmouth College 1968 — 1972
ba, political science
CreditSights September 2014 - Present
Paladin Strategic Partners January 2010 - Present
Goldman Sachs 2006 - January 2010
Merrill Lynch December 2005 - July 2006
Advest, Inc. 1995 - 2005
Credit Suisse First Boston 1994 - 1995
Goldman Sachs July 1986 - January 1994
Skills
Series 7, Alternative Investments, Securities, Strategic Financial..., Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Fixed Income, Hedge Funds, Loans, Credit, Wealth Management..., Asset Management, Structured Finance, Private Equity, Bonds, Financial Planning, Financial Structuring, Investment Management, Mortgage Lending, Securitization
Education
The Tuck School of Business at Dartmouth 1972 — 1974
mba, marketing
Dartmouth College 1968 — 1972
ba, political science
Ed Hogan's Merrill Lynch Experience 1995 - 1997
Job Managing Director, Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank 2007 - Present
Citigroup 1999 - 2005
UBS 1997 - 1999
Merrill Lynch 1995 - 1997
Citicorp Securities Inc. 1984 - 1995
Price Waterhouse 1980 - 1984
Skills
Structured Finance, Emerging Markets, Investment Banking, Project Finance, Capital Markets, Derivatives, Commodity, Joint Ventures, Energy, Financial Modeling, Finance, Banking, Risk Management, Corporate Finance, Securitization, Credit Risk, Syndications, Leadership, Management, Trade Finance
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Accounting
Dartmouth College 1974 — 1978
BA
Standard Chartered Bank 2007 - Present
Citigroup 1999 - 2005
UBS 1997 - 1999
Merrill Lynch 1995 - 1997
Citicorp Securities Inc. 1984 - 1995
Price Waterhouse 1980 - 1984
Skills
Structured Finance, Emerging Markets, Investment Banking, Project Finance, Capital Markets, Derivatives, Commodity, Joint Ventures, Energy, Financial Modeling, Finance, Banking, Risk Management, Corporate Finance, Securitization, Credit Risk, Syndications, Leadership, Management, Trade Finance
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Accounting
Dartmouth College 1974 — 1978
BA
Ren Chen's Merrill Lynch Experience March 2007 - June 2007
Job
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2011 - December 2014
Morgan Stanley December 2009 - July 2011
Nomura Securities October 2008 - December 2009
Lehman Brothers July 2008 - October 2008
151 Enterprises, LLC December 2003 - January 2008
Merrill Lynch March 2007 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Valuation, Private Equity, Corporate Finance, Hedge Funds, Equity Research, Fixed Income, LBO, Bloomberg, Investments, Emerging Markets, Alternative Investments, Derivatives, Venture Capital, Due Diligence, IPO, M&A experience, Equity Capital Markets
Education
Dartmouth College 2004 — 2008
B.A.
The Collegiate School for Boys 1998 — 2004
Middle and High School
Morgan Stanley January 2015 - Present
Morgan Stanley July 2011 - December 2014
Morgan Stanley December 2009 - July 2011
Nomura Securities October 2008 - December 2009
Lehman Brothers July 2008 - October 2008
151 Enterprises, LLC December 2003 - January 2008
Merrill Lynch March 2007 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Valuation, Private Equity, Corporate Finance, Hedge Funds, Equity Research, Fixed Income, LBO, Bloomberg, Investments, Emerging Markets, Alternative Investments, Derivatives, Venture Capital, Due Diligence, IPO, M&A experience, Equity Capital Markets
Education
Dartmouth College 2004 — 2008
B.A.
The Collegiate School for Boys 1998 — 2004
Middle and High School
Art Vilassakdanont's Merrill Lynch Experience June 2007 - October 2008
Job Senior Consultant at EY
Industry Management Consulting
Experience
EY September 2014 - Present
Root Cause January 2010 - June 2012
Merrill Lynch June 2007 - October 2008
Montrachet Capital April 2006 - April 2007
Skills
Data Analysis, Non-profits, Research, Social Entrepreneurship, Qualitative Research, Philanthropy, Fundraising, International Relations
Education
Georgetown University 2012 — 2014
Master of Business Administration (M.B.A.)
Dartmouth College 2002 — 2006
BA, History, Engineering modified with Economics
EY September 2014 - Present
Root Cause January 2010 - June 2012
Merrill Lynch June 2007 - October 2008
Montrachet Capital April 2006 - April 2007
Skills
Data Analysis, Non-profits, Research, Social Entrepreneurship, Qualitative Research, Philanthropy, Fundraising, International Relations
Education
Georgetown University 2012 — 2014
Master of Business Administration (M.B.A.)
Dartmouth College 2002 — 2006
BA, History, Engineering modified with Economics
Marc Hermer, CFA's Merrill Lynch Experience August 2009 - Present
Job Director / Senior Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2009 - Present
Parametric Portfolio Associates August 2005 - August 2009
Lehman Brothers June 2002 - June 2005
Skills
Equities, Financial Modeling, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Series 7, Mutual Funds, Securities, Investment Advisory, Investment Management
Education
Dartmouth College 1998 — 2002
Economics
Merrill Lynch August 2009 - Present
Parametric Portfolio Associates August 2005 - August 2009
Lehman Brothers June 2002 - June 2005
Skills
Equities, Financial Modeling, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Series 7, Mutual Funds, Securities, Investment Advisory, Investment Management
Education
Dartmouth College 1998 — 2002
Economics
Raj Shrestha's Merrill Lynch Experience April 2005 - August 2005
Job Director, Finance and Strategy
Industry Food & Beverages
Experience
Amira Foods July 2014 - Present
Essar August 2011 - July 2014
Deutsche Bank Securities Inc June 2009 - March 2011
Deutsche Bank Securities Inc June 2006 - June 2009
Merrill Lynch April 2005 - August 2005
America's Growth Capital August 2004 - December 2004
Skills
Financial Modeling, Corporate Development, Mergers & Acquisitions, Corporate Finance, Strategy, Valuation, Finance, Joint Ventures, Portfolio Management, Analysis, Private Equity, Financial Analysis, Equities, IPO, Due Diligence, Management, DCF, Bloomberg, Project Finance, LBO, Credit, Investment Banking, Capital Markets, M&A experience, Emerging Markets, Equity Research, Financial Structuring, Leveraged Finance, Structured Finance, Investments, Business Valuation, Fixed Income, Economics
Education
Dartmouth College 2002 — 2006
B.A, Economics
James E. Taylor High School 1998 — 2002
Diploma, General, 4.6/5.0
Amira Foods July 2014 - Present
Essar August 2011 - July 2014
Deutsche Bank Securities Inc June 2009 - March 2011
Deutsche Bank Securities Inc June 2006 - June 2009
Merrill Lynch April 2005 - August 2005
America's Growth Capital August 2004 - December 2004
Skills
Financial Modeling, Corporate Development, Mergers & Acquisitions, Corporate Finance, Strategy, Valuation, Finance, Joint Ventures, Portfolio Management, Analysis, Private Equity, Financial Analysis, Equities, IPO, Due Diligence, Management, DCF, Bloomberg, Project Finance, LBO, Credit, Investment Banking, Capital Markets, M&A experience, Emerging Markets, Equity Research, Financial Structuring, Leveraged Finance, Structured Finance, Investments, Business Valuation, Fixed Income, Economics
Education
Dartmouth College 2002 — 2006
B.A, Economics
James E. Taylor High School 1998 — 2002
Diploma, General, 4.6/5.0
Kristen Hurley, CRPC's Merrill Lynch Experience September 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
American Investors Group, Inc. June 2002 - January 2012
Digital River 2001 - 2002
Xiotech 2000 - 2001
Skills
Series 7, Series 63
Education
Dartmouth College 1992 — 1996
BA, Religion
Pilgrim High School 1988 — 1992
Merrill Lynch September 2011 - Present
American Investors Group, Inc. June 2002 - January 2012
Digital River 2001 - 2002
Xiotech 2000 - 2001
Skills
Series 7, Series 63
Education
Dartmouth College 1992 — 1996
BA, Religion
Pilgrim High School 1988 — 1992
Brett Holloway's Merrill Lynch Experience May 2008 - August 2008
Job Private Equity Associate at Onex Partners
Industry Financial Services
Experience
Onex April 2014 - Present
Evercore July 2013 - March 2014
Evercore April 2011 - June 2013
Fidus Partners May 2010 - April 2011
Vector Marketing May 2009 - August 2009
Vector Marketing June 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Maxi Lift Inc May 2007 - August 2007
Maxi Lift Inc May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation Modeling, Leveraged Buyout..., DCF Valuation, Excel, PowerPoint, Word, Economics, Corporate Finance, Investment Banking, Capital IQ, Business Valuation, Finance, Microsoft Office, Analytics, IPO, Bloomberg, Microsoft Excel
Education
Davidson College 2006 — 2010
Bachelor's, Economics, Math
Greenhill School 1992 — 2006
Onex April 2014 - Present
Evercore July 2013 - March 2014
Evercore April 2011 - June 2013
Fidus Partners May 2010 - April 2011
Vector Marketing May 2009 - August 2009
Vector Marketing June 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Maxi Lift Inc May 2007 - August 2007
Maxi Lift Inc May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation Modeling, Leveraged Buyout..., DCF Valuation, Excel, PowerPoint, Word, Economics, Corporate Finance, Investment Banking, Capital IQ, Business Valuation, Finance, Microsoft Office, Analytics, IPO, Bloomberg, Microsoft Excel
Education
Davidson College 2006 — 2010
Bachelor's, Economics, Math
Greenhill School 1992 — 2006
Donald Zhang's Merrill Lynch Experience March 2007 - August 2007
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
The Wharton School August 2014 - Present
MFS Investment Management June 2015 - August 2015
HarbourVest Partners August 2012 - July 2014
Lazard June 2009 - June 2012
Citadel June 2008 - November 2008
Merrill Lynch March 2007 - August 2007
Bear Stearns January 2007 - March 2007
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
Bachelor of Arts (BA)
International School Hannover Region 2001 — 2004
The Wharton School August 2014 - Present
MFS Investment Management June 2015 - August 2015
HarbourVest Partners August 2012 - July 2014
Lazard June 2009 - June 2012
Citadel June 2008 - November 2008
Merrill Lynch March 2007 - August 2007
Bear Stearns January 2007 - March 2007
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
Bachelor of Arts (BA)
International School Hannover Region 2001 — 2004
Lauren Caracciola's Merrill Lynch Experience August 2008 - November 2008
Job Director of Operations
Industry Education Management
Experience
Uncommon Schools July 2011 - Present
Teach for America September 2009 - September 2011
Merrill Lynch August 2008 - November 2008
Skills
Coordinating Events, Corporate Events, Event Planning, Event Management, Curriculum Design, Teaching, Classroom, Curriculum Development, Educational Leadership, Tutoring, Live Events, Staff Development, Research, Community Outreach, Education Policy, Non-profits, Teacher Training, Instructional Design, Lesson Planning, Public Speaking, Educational Technology, Classroom Management, Elementary Education, Literacy, Private Events
Education
Dartmouth College 2005 — 2009
Bachelor of Arts (BA), English Literature and Spanish
Universitat de Barcelona / University of Barcelona 2006 — 2007
Spanish Language and Literature
Uncommon Schools July 2011 - Present
Teach for America September 2009 - September 2011
Merrill Lynch August 2008 - November 2008
Skills
Coordinating Events, Corporate Events, Event Planning, Event Management, Curriculum Design, Teaching, Classroom, Curriculum Development, Educational Leadership, Tutoring, Live Events, Staff Development, Research, Community Outreach, Education Policy, Non-profits, Teacher Training, Instructional Design, Lesson Planning, Public Speaking, Educational Technology, Classroom Management, Elementary Education, Literacy, Private Events
Education
Dartmouth College 2005 — 2009
Bachelor of Arts (BA), English Literature and Spanish
Universitat de Barcelona / University of Barcelona 2006 — 2007
Spanish Language and Literature
Sidd Singhal's Merrill Lynch Experience July 2008 - June 2010
Job Associate Marketing Manager at General Mills
Industry Food & Beverages
Experience
General Mills July 2015 - Present
General Mills May 2014 - August 2014
Kainos Capital 2012 - 2013
HM Capital Partners 2010 - 2012
Merrill Lynch July 2008 - June 2010
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Hedge Funds, Bloomberg, Equities, Corporate Finance, Investments, Financial Analysis, Due Diligence, Asset Managment, Mergers, Economics, LBO, Business Strategy, Equity Research, Forecasting, Business Analysis, Capital Markets, Emerging Markets, Venture Capital, M&A experience, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), Economics
General Mills July 2015 - Present
General Mills May 2014 - August 2014
Kainos Capital 2012 - 2013
HM Capital Partners 2010 - 2012
Merrill Lynch July 2008 - June 2010
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Hedge Funds, Bloomberg, Equities, Corporate Finance, Investments, Financial Analysis, Due Diligence, Asset Managment, Mergers, Economics, LBO, Business Strategy, Equity Research, Forecasting, Business Analysis, Capital Markets, Emerging Markets, Venture Capital, M&A experience, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Wei (Wilson) Xiang's Merrill Lynch Experience March 2007 - June 2007
Job .
Industry Information Technology and Services
Experience
Memorial Sloan-Kettering Cancer Center May 2013 - Present
Insigma US Inc. June 2010 - April 2013
The Wharton School January 2009 - May 2010
Dartmouth Medical School ,Dartmouth College May 2006 - May 2008
Tuck School of Business at Dartmouth College July 2007 - October 2007
Merrill Lynch March 2007 - June 2007
Dartmouth Partners in Community Service,Dartmouth College May 2006 - December 2006
Skills
JAVA, Spring MVC, Hibernate, Spring Framework, Ehcache, Tableau, Cassandra, Tomcat, Spring Security, JavaFX, GWT, JPA, JavaScript, BI Publisher, Microsoft SQL Server, Highcharts, jQuery, SSIS, Oracle PL/SQL..., WebSockets, AJAX, Google API, XPath, jQuery UI, Google Maps, Apache Derby, Weblogic, Web Services, SSRS, JDBC, JSON, XML, XSLT, CSS, JSP, HTML 5, SOAP, J2EE Web Services, Software Development, Software Engineering, Healthcare Information..., Information Management, Financial Analysis, Software Installation, Databases, Data Warehousing, Software Quality..., Information Technology, Software Project..., Data Analysis
Education
University of Pennsylvania 2008 — 2010
Computer and Information Technology, 3.7/4.0
Dartmouth College 2006 — 2008
Liberal Studies and Science, Economics and managemnet, 3.8/4.0
Memorial Sloan-Kettering Cancer Center May 2013 - Present
Insigma US Inc. June 2010 - April 2013
The Wharton School January 2009 - May 2010
Dartmouth Medical School ,Dartmouth College May 2006 - May 2008
Tuck School of Business at Dartmouth College July 2007 - October 2007
Merrill Lynch March 2007 - June 2007
Dartmouth Partners in Community Service,Dartmouth College May 2006 - December 2006
Skills
JAVA, Spring MVC, Hibernate, Spring Framework, Ehcache, Tableau, Cassandra, Tomcat, Spring Security, JavaFX, GWT, JPA, JavaScript, BI Publisher, Microsoft SQL Server, Highcharts, jQuery, SSIS, Oracle PL/SQL..., WebSockets, AJAX, Google API, XPath, jQuery UI, Google Maps, Apache Derby, Weblogic, Web Services, SSRS, JDBC, JSON, XML, XSLT, CSS, JSP, HTML 5, SOAP, J2EE Web Services, Software Development, Software Engineering, Healthcare Information..., Information Management, Financial Analysis, Software Installation, Databases, Data Warehousing, Software Quality..., Information Technology, Software Project..., Data Analysis
Education
University of Pennsylvania 2008 — 2010
Computer and Information Technology, 3.7/4.0
Dartmouth College 2006 — 2008
Liberal Studies and Science, Economics and managemnet, 3.8/4.0
Kimberly Gianis's Merrill Lynch Experience 2003 - 2003
Job Research Analyst at Contrarian Capital Management
Industry Capital Markets
Experience
Contrarian Capital Management December 2009 - Present
Deutsche Bank July 2005 - October 2009
Merrill Lynch 2003 - 2003
Education
Vanderbilt University 2002 — 2005
BA, Economics
Dartmouth College 2001 — 2002
Summit High School
Contrarian Capital Management December 2009 - Present
Deutsche Bank July 2005 - October 2009
Merrill Lynch 2003 - 2003
Education
Vanderbilt University 2002 — 2005
BA, Economics
Dartmouth College 2001 — 2002
Summit High School
Dan Kurland, CFA's Merrill Lynch Experience October 2006 - April 2009
Job Associate Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Management February 2015 - Present
Balestra Capital, Ltd. May 2014 - February 2015
Corby Asset Management November 2011 - July 2013
Sanford C. Bernstein June 2010 - August 2010
Merrill Lynch October 2006 - April 2009
Skills
Equity Research, Asset Allocation, Equities, Financial Modeling, Valuation, Alternative Investments, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Investment Strategies, Investments
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance
University of Chicago 2009 — 2011
MBA, Finance, General
Dartmouth College 2002 — 2006
BA, Economics
Lincoln Sudbury Regional High School
Columbia Management February 2015 - Present
Balestra Capital, Ltd. May 2014 - February 2015
Corby Asset Management November 2011 - July 2013
Sanford C. Bernstein June 2010 - August 2010
Merrill Lynch October 2006 - April 2009
Skills
Equity Research, Asset Allocation, Equities, Financial Modeling, Valuation, Alternative Investments, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Investment Strategies, Investments
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance
University of Chicago 2009 — 2011
MBA, Finance, General
Dartmouth College 2002 — 2006
BA, Economics
Lincoln Sudbury Regional High School
Mark Schulte's Merrill Lynch Experience 1984 - 2002
Job Managing Director & Group Head Transportation
Industry Investment Banking
Experience
Cowen & Co. May 2013 - Present
Dahlman Rose & Co. August 2008 - May 2013
Mesa Airlines 2011 - 2011
Seabury Group 2006 - 2008
Taurus Corporate Finance Group 2002 - 2006
Merrill Lynch 1984 - 2002
Education
Dartmouth College
A.B., Economics
University of Chicago Graduate School of Business
MBA, Finance and Accounting
Cowen & Co. May 2013 - Present
Dahlman Rose & Co. August 2008 - May 2013
Mesa Airlines 2011 - 2011
Seabury Group 2006 - 2008
Taurus Corporate Finance Group 2002 - 2006
Merrill Lynch 1984 - 2002
Education
Dartmouth College
A.B., Economics
University of Chicago Graduate School of Business
MBA, Finance and Accounting
Nana Kyei's Merrill Lynch Experience June 2007 - June 2009
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies December 2014 - Present
Jefferies May 2014 - December 2014
J.P. Morgan July 2011 - May 2014
Merrill Lynch June 2007 - June 2009
Merrill Lynch January 2008 - June 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Equity Research, Equities, Capital Markets, Hedge Funds, Bloomberg, DCF, Investments, LBO, Emerging Markets, Private Equity, Fixed Income, Due Diligence, Derivatives
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Strategy
Davidson College 2003 — 2007
Bachelor of Arts, Economics and Applied Math
Achimota School 2000 — 2002
Jefferies December 2014 - Present
Jefferies May 2014 - December 2014
J.P. Morgan July 2011 - May 2014
Merrill Lynch June 2007 - June 2009
Merrill Lynch January 2008 - June 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Equity Research, Equities, Capital Markets, Hedge Funds, Bloomberg, DCF, Investments, LBO, Emerging Markets, Private Equity, Fixed Income, Due Diligence, Derivatives
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Strategy
Davidson College 2003 — 2007
Bachelor of Arts, Economics and Applied Math
Achimota School 2000 — 2002
Chelsea Dodds's Merrill Lynch Experience January 2009 - April 2009
Job Student at Dartmouth College
Industry Financial Services
Experience
Morgan Stanley May 2009 - August 2009
Merrill Lynch January 2009 - April 2009
ANSYS, Inc. May 2005 - August 2007
Education
Dartmouth College 2006 — 2010
Morgan Stanley May 2009 - August 2009
Merrill Lynch January 2009 - April 2009
ANSYS, Inc. May 2005 - August 2007
Education
Dartmouth College 2006 — 2010
Hope Martin's Merrill Lynch Experience July 2012 - December 2013
Job Managing Director at Vigilant Capital Management, LLC.
Industry Financial Services
Experience
Vigilant Capital Management, LLC June 2014 - Present
Merrill Lynch Wealth Management January 2014 - May 2014
Merrill Lynch July 2012 - December 2013
Banknorth Investment Management April 2001 - February 2003
Brown Brothers Harriman & Co September 1998 - July 2000
Education
Ecole nationale des Ponts et Chaussées 1997 — 1999
Master of Business Administration (MBA), International Business
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), English Literature
Vigilant Capital Management, LLC June 2014 - Present
Merrill Lynch Wealth Management January 2014 - May 2014
Merrill Lynch July 2012 - December 2013
Banknorth Investment Management April 2001 - February 2003
Brown Brothers Harriman & Co September 1998 - July 2000
Education
Ecole nationale des Ponts et Chaussées 1997 — 1999
Master of Business Administration (MBA), International Business
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), English Literature
Geofrey Greenleaf CFA's Merrill Lynch Experience October 1974 - January 1976
Job CEO at Private Harbour Investment Management & Counsel
Industry Investment Management
Experience
42 Investment Advisory Group, LLC November 2014 - Present
Private Harbour Investment Management July 2008 - Present
Greenleaf Capital Management January 1976 - June 2008
Merrill Lynch October 1974 - January 1976
McKinsey & Company July 1968 - October 1974
US Army May 1969 - April 1971
Skills
Investments, Management, Financial Modeling, Commodity, Investment Management, Portfolio Management, Mutual Funds, Private Equity, Investment Advisory
Education
Stanford GSB 1966 — 1968
MBA, Finance, Top 10%
Dartmouth College 1962 — 1966
AB, Economics/Engineeering
42 Investment Advisory Group, LLC November 2014 - Present
Private Harbour Investment Management July 2008 - Present
Greenleaf Capital Management January 1976 - June 2008
Merrill Lynch October 1974 - January 1976
McKinsey & Company July 1968 - October 1974
US Army May 1969 - April 1971
Skills
Investments, Management, Financial Modeling, Commodity, Investment Management, Portfolio Management, Mutual Funds, Private Equity, Investment Advisory
Education
Stanford GSB 1966 — 1968
MBA, Finance, Top 10%
Dartmouth College 1962 — 1966
AB, Economics/Engineeering
Eisho Porter's Merrill Lynch Experience May 2014 - Present
Job VP, Sr. Product Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
US Trust November 2010 - May 2014
New York Private Bank & Trust, FSB June 2010 - November 2010
New York Private Bank & Trust, FSB November 2006 - June 2010
Skills
Financial Analysis, Wealth Management, Banking, Investments, Portfolio Management, Asset Managment, Valuation, Risk Management
Education
IE (Instituto de Empresa) 2011 — 2012
M.B.A.
Dartmouth College 2002 — 2006
B.A., Japanese Language & Literature
Merrill Lynch May 2014 - Present
US Trust November 2010 - May 2014
New York Private Bank & Trust, FSB June 2010 - November 2010
New York Private Bank & Trust, FSB November 2006 - June 2010
Skills
Financial Analysis, Wealth Management, Banking, Investments, Portfolio Management, Asset Managment, Valuation, Risk Management
Education
IE (Instituto de Empresa) 2011 — 2012
M.B.A.
Dartmouth College 2002 — 2006
B.A., Japanese Language & Literature
Amy Zhang's Merrill Lynch Experience March 2002 - July 2002
Job Hedge Fund Equity Analyst Industrials, Energy, Materials
Industry Investment Management
Experience
Bennett Lawrence Asset Management November 2010 - Present
Goldman Sachs March 2004 - October 2010
Spring Mountain Capital August 2002 - February 2004
Merrill Lynch March 2002 - July 2002
Skills
Hedge Funds, Equities, Investments, Emerging Markets, Industry Analysis, Hedging, Due Diligence, PE, Private Equity, Asset Management, Valuation, Fund Of Funds, Alternative Investments, Equity Research, Financial Modeling, Trading Strategies, IPO, Commodities, Financial Analysis, DCF, Portfolio Management, Investment Strategies
Education
Dartmouth College 2002 — 2004
M.A., Economics
Fudan University 1997 — 2001
B.A., English, Economics & Finance
Bennett Lawrence Asset Management November 2010 - Present
Goldman Sachs March 2004 - October 2010
Spring Mountain Capital August 2002 - February 2004
Merrill Lynch March 2002 - July 2002
Skills
Hedge Funds, Equities, Investments, Emerging Markets, Industry Analysis, Hedging, Due Diligence, PE, Private Equity, Asset Management, Valuation, Fund Of Funds, Alternative Investments, Equity Research, Financial Modeling, Trading Strategies, IPO, Commodities, Financial Analysis, DCF, Portfolio Management, Investment Strategies
Education
Dartmouth College 2002 — 2004
M.A., Economics
Fudan University 1997 — 2001
B.A., English, Economics & Finance
John Mattimore's Merrill Lynch Experience 2007 - 2007
Job Student at Boston University
Industry Medical Practice
Experience
Merrill Lynch 2007 - 2007
Education
Dartmouth College 2005 — 2009
Merrill Lynch 2007 - 2007
Education
Dartmouth College 2005 — 2009
Christopher Panfili's Merrill Lynch Experience April 2011 - March 2012
Job Project Manager at Ryan Homes
Industry Real Estate
Experience
Ryan Homes May 2013 - Present
Ryan Homes March 2012 - Present
Merrill Lynch April 2011 - March 2012
Bay Crest Partners, LLC May 2009 - January 2011
Education
Davidson College 2005 — 2009
Bachelor of Arts, Economics
Ryan Homes May 2013 - Present
Ryan Homes March 2012 - Present
Merrill Lynch April 2011 - March 2012
Bay Crest Partners, LLC May 2009 - January 2011
Education
Davidson College 2005 — 2009
Bachelor of Arts, Economics
Jason Dunnett, CPA's Merrill Lynch Experience May 2012 - Present
Job Risk Lead Operations at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch May 2012 - Present
McGladrey & Pullen January 2011 - May 2012
Weaver September 2008 - December 2010
Weaver & Tidwell 2008 - 2010
Skills
Audit, Financial Analysis, Financial Reporting, Auditing, GAAP, Financial Risk, Financial Audits
Education
Davenport University 2004 — 2006
BS, Accounting
DePaul University 2002 — 2004
Undergraduate Studies
Merrill Lynch May 2012 - Present
McGladrey & Pullen January 2011 - May 2012
Weaver September 2008 - December 2010
Weaver & Tidwell 2008 - 2010
Skills
Audit, Financial Analysis, Financial Reporting, Auditing, GAAP, Financial Risk, Financial Audits
Education
Davenport University 2004 — 2006
BS, Accounting
DePaul University 2002 — 2004
Undergraduate Studies
Brennan McCormick's Merrill Lynch Experience June 2010 - August 2010
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2013 - Present
Wells Fargo Securities May 2012 - August 2012
ICTSD International Centre for Trade and Sustainable Development January 2012 - May 2012
Knight Capital Group 2011 - February 2012
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Analysis, Data Analysis, Bloomberg, Strategy, MS Office Suite, Bloomberg Terminal, Bloomberg Excel Add-in, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Management Consulting
Education
Davidson College 2009 — 2013
B.A., Political Science
Delbarton School 2005 — 2009
Bain & Company August 2013 - Present
Wells Fargo Securities May 2012 - August 2012
ICTSD International Centre for Trade and Sustainable Development January 2012 - May 2012
Knight Capital Group 2011 - February 2012
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Analysis, Data Analysis, Bloomberg, Strategy, MS Office Suite, Bloomberg Terminal, Bloomberg Excel Add-in, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Management Consulting
Education
Davidson College 2009 — 2013
B.A., Political Science
Delbarton School 2005 — 2009
Cody Press's Merrill Lynch Experience June 1985 - April 2001
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America April 2011 - Present
Loop Capital Markets November 2009 - April 2011
J.P. Morgan April 2007 - December 2008
Citi April 2001 - April 2007
Merrill Lynch June 1985 - April 2001
Skills
Equities, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Banking, Investments, Fixed Income, Hedge Funds, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA), Finance, General
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Bank of America April 2011 - Present
Loop Capital Markets November 2009 - April 2011
J.P. Morgan April 2007 - December 2008
Citi April 2001 - April 2007
Merrill Lynch June 1985 - April 2001
Skills
Equities, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Banking, Investments, Fixed Income, Hedge Funds, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA), Finance, General
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Cesar Maldonado's Merrill Lynch Experience 2000 - 2002
Job Vice President at Capital Markets, LLC
Industry Investment Banking
Experience
Cabrera Capital Markets, LLC February 2008 - Present
J.P. Morgan June 2006 - February 2008
Citi 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Davidson College 2002 — 2006
A.B., Economics
Tecnológico de Monterrey 2004 — 2005
Economics
Cabrera Capital Markets, LLC February 2008 - Present
J.P. Morgan June 2006 - February 2008
Citi 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Davidson College 2002 — 2006
A.B., Economics
Tecnológico de Monterrey 2004 — 2005
Economics
Michael Zheyang Xie's Merrill Lynch Experience February 2012 - March 2012
Job Software Engineer at Wayfair
Industry Internet
Experience
Wayfair June 2013 - August 2013
Maponics September 2012 - March 2013
Merrill Lynch February 2012 - March 2012
Pacific Alliance Limited, LLC June 2011 - January 2012
Skills
Financial Accounting, Financial Modeling, Stata, Matlab, C++, Python, SQL, Start-ups, PHP, Minitab
Education
Dartmouth College 2012 — 2014
Master of Engineering Management (M.E.M.)
Dartmouth College 2010 — 2013
Bachelor of Engineering (B.E.), Computer Engineering
Vassar College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Physics
Wayfair June 2013 - August 2013
Maponics September 2012 - March 2013
Merrill Lynch February 2012 - March 2012
Pacific Alliance Limited, LLC June 2011 - January 2012
Skills
Financial Accounting, Financial Modeling, Stata, Matlab, C++, Python, SQL, Start-ups, PHP, Minitab
Education
Dartmouth College 2012 — 2014
Master of Engineering Management (M.E.M.)
Dartmouth College 2010 — 2013
Bachelor of Engineering (B.E.), Computer Engineering
Vassar College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Physics
Navdeep Khera's Merrill Lynch Experience June 2012 - August 2012
Job Associate Analyst at NERA Economic Consulting
Industry Financial Services
Experience
NERA Economic Consulting July 2014 - Present
NERA Economic Consulting March 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Arizona Depart of Transportation June 2011 - September 2011
CL King & Associates March 2011 - June 2011
Arizona Governor's Office June 2009 - August 2009
Pride Microfinance Ltd. July 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Dartmouth College 2008 — 2012
Phoenix Country Day School 2004 — 2008
NERA Economic Consulting July 2014 - Present
NERA Economic Consulting March 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Arizona Depart of Transportation June 2011 - September 2011
CL King & Associates March 2011 - June 2011
Arizona Governor's Office June 2009 - August 2009
Pride Microfinance Ltd. July 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Dartmouth College 2008 — 2012
Phoenix Country Day School 2004 — 2008
Charles Gildehaus's Merrill Lynch Experience June 1986 - July 1988
Job CoFounder and Managing Director at BCG Digital Ventures
Industry Management Consulting
Experience
BCG Digital Ventures January 2014 - Present
Booz Digital July 2013 - December 2013
Oliver Wyman September 2010 - June 2013
Mercator Partners December 1999 - February 2009
Carlisle & Company May 1996 - October 1999
Cahill Gordon & Reindel August 1991 - May 1995
Merrill Lynch June 1986 - July 1988
Education
University of Virginia School of Law 1988 — 1991
Juris Doctor
Dartmouth College 1982 — 1986
BA
BCG Digital Ventures January 2014 - Present
Booz Digital July 2013 - December 2013
Oliver Wyman September 2010 - June 2013
Mercator Partners December 1999 - February 2009
Carlisle & Company May 1996 - October 1999
Cahill Gordon & Reindel August 1991 - May 1995
Merrill Lynch June 1986 - July 1988
Education
University of Virginia School of Law 1988 — 1991
Juris Doctor
Dartmouth College 1982 — 1986
BA
Denise Heiss's Merrill Lynch Experience Registered RepresentativeFidelity InvestmentsMay 2012 - Present
Job Registered Representative at Fidelity Investments
Industry Financial Services
Experience
Merrill Lynch Registered RepresentativeFidelity InvestmentsMay 2012 - Present
Education
Davenport University 1976 — 1978
Accounting and Finance
Merrill Lynch Registered RepresentativeFidelity InvestmentsMay 2012 - Present
Education
Davenport University 1976 — 1978
Accounting and Finance
John Bosacco's Merrill Lynch Experience 2000 - 2001
Job
Industry Investment Banking
Experience
Centerview Partners January 2012 - Present
Miller Buckfire & Co. 2001 - 2011
Merrill Lynch 2000 - 2001
Chase Securities 1997 - 1999
Education
Dartmouth College 1992 — 1996
Centerview Partners January 2012 - Present
Miller Buckfire & Co. 2001 - 2011
Merrill Lynch 2000 - 2001
Chase Securities 1997 - 1999
Education
Dartmouth College 1992 — 1996
Eric Serotta's Merrill Lynch Experience July 2006 - March 2009
Job Managing Director at Evercore ISI, Global Beverages
Industry Financial Services
Experience
Evercore February 2014 - Present
Wells Fargo Securities June 2010 - May 2012
Consumer Edge Research LLC March 2009 - June 2010
Merrill Lynch July 2006 - March 2009
Merrill Lynch February 2005 - June 2006
Merrill Lynch February 2002 - January 2005
J.P. Morgan October 1997 - February 2002
Skills
Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Consumer Products, Hedge Funds, Business Strategy, Financial Reporting, Commodity Chemicals, Agricultural Chemicals, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Equity Valuation, Fixed Income, Portfolio Management, Series 7, Bloomberg, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Evercore February 2014 - Present
Wells Fargo Securities June 2010 - May 2012
Consumer Edge Research LLC March 2009 - June 2010
Merrill Lynch July 2006 - March 2009
Merrill Lynch February 2005 - June 2006
Merrill Lynch February 2002 - January 2005
J.P. Morgan October 1997 - February 2002
Skills
Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Consumer Products, Hedge Funds, Business Strategy, Financial Reporting, Commodity Chemicals, Agricultural Chemicals, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Equity Valuation, Fixed Income, Portfolio Management, Series 7, Bloomberg, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Dorothy Yearby's Merrill Lynch Experience April 1993 - June 1993
Job Account Analyst at Alerus Financial
Industry Banking
Experience
Alerus Financial October 2002 - Present
Alerus Financial December 1993 - Present
Aleurs Financial December 1983 - Present
Melvin McWilliams, PC October 2005 - June 2012
Melvin McWilliams, P.C January 2007 - November 2011
Blue Cross Blue Shield of Michigan June 1993 - December 1993
Merrill Lynch April 1993 - June 1993
McCartney & McIntyre, P.C November 1992 - April 1993
Valley School & Office Supply November 1985 - January 1989
Skills
Computers, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Typing, Customer Service, Account Reconciliation
Education
Davenport University 1990 — 1992
Associate's degree, Executive Assistant/Executive Secretary
Davenport College of Business
Associates, Degree, Business Management
Sexton High School
Graduate
Alerus Financial October 2002 - Present
Alerus Financial December 1993 - Present
Aleurs Financial December 1983 - Present
Melvin McWilliams, PC October 2005 - June 2012
Melvin McWilliams, P.C January 2007 - November 2011
Blue Cross Blue Shield of Michigan June 1993 - December 1993
Merrill Lynch April 1993 - June 1993
McCartney & McIntyre, P.C November 1992 - April 1993
Valley School & Office Supply November 1985 - January 1989
Skills
Computers, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Typing, Customer Service, Account Reconciliation
Education
Davenport University 1990 — 1992
Associate's degree, Executive Assistant/Executive Secretary
Davenport College of Business
Associates, Degree, Business Management
Sexton High School
Graduate
Robert Tesar's Merrill Lynch Experience November 2005 - April 2010
Job Commodity Futures Trader
Industry Financial Services
Experience
Transcend Investments, LLC April 2011 - Present
Self-employed April 2010 - Present
Merrill Lynch November 2005 - April 2010
Cargill Investor Services April 1993 - November 2005
Cargill October 1984 - March 1993
Cargill November 1976 - October 1984
Skills
Series 7, Trading, Trading Systems, Brokerage, Options, Hedge Funds, Hedging, Electronic Trading, Equities, Derivatives, Commodity
Education
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Comparative Literature
Transcend Investments, LLC April 2011 - Present
Self-employed April 2010 - Present
Merrill Lynch November 2005 - April 2010
Cargill Investor Services April 1993 - November 2005
Cargill October 1984 - March 1993
Cargill November 1976 - October 1984
Skills
Series 7, Trading, Trading Systems, Brokerage, Options, Hedge Funds, Hedging, Electronic Trading, Equities, Derivatives, Commodity
Education
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Comparative Literature
Clive Rose's Merrill Lynch Experience April 1999 - October 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
NYC Office of Payroll Administration (Citytime) May 2008 - May 2011
G2 Interactive December 2006 - February 2007
Technology Evaluation Centers January 2006 - June 2006
CIBC Wealth Management October 2002 - January 2006
Merrill Lynch April 1999 - October 2002
Symantec December 1996 - April 1999
Household Finance August 1989 - September 1994
Skills
Help Desk Support, Desktop Application..., Software Installation, Technical Support, SDLC, Software Documentation, Recruiting, SQL, Business Analysis, Troubleshooting, Windows, Testing, Security, Enterprise Software, Management, Unix, Quality Assurance, Servers, Operating Systems, Vendor Management
Education
Delta College 1995 — 1996
Associate's degree, Computer/Information Technology Administration and Management
Dawson College 1986 — 1989
Associate's degree, Retail Management and Social Sciences
NYC Office of Payroll Administration (Citytime) May 2008 - May 2011
G2 Interactive December 2006 - February 2007
Technology Evaluation Centers January 2006 - June 2006
CIBC Wealth Management October 2002 - January 2006
Merrill Lynch April 1999 - October 2002
Symantec December 1996 - April 1999
Household Finance August 1989 - September 1994
Skills
Help Desk Support, Desktop Application..., Software Installation, Technical Support, SDLC, Software Documentation, Recruiting, SQL, Business Analysis, Troubleshooting, Windows, Testing, Security, Enterprise Software, Management, Unix, Quality Assurance, Servers, Operating Systems, Vendor Management
Education
Delta College 1995 — 1996
Associate's degree, Computer/Information Technology Administration and Management
Dawson College 1986 — 1989
Associate's degree, Retail Management and Social Sciences
Brenda Longstreth's Merrill Lynch Experience November 1997 - July 2000
Job Actuarial Technician at Midwest Employers Casualty Company (a W. R. Berkley Company)
Industry Financial Services
Experience
Midwest Employers Casualty Company (a W. R. Berkley Company) September 2014 - Present
EverBank 2001 - 2004
Merrill Lynch November 1997 - July 2000
Intuition Systems, Inc. January 1996 - November 1997
SunGard Corbel February 1994 - January 1996
Sparton Corporation April 1984 - August 1991
Education
University of North Florida 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology
Daytona Beach Community College 1988 — 1990
Associate of Arts (AA)
Midwest Employers Casualty Company (a W. R. Berkley Company) September 2014 - Present
EverBank 2001 - 2004
Merrill Lynch November 1997 - July 2000
Intuition Systems, Inc. January 1996 - November 1997
SunGard Corbel February 1994 - January 1996
Sparton Corporation April 1984 - August 1991
Education
University of North Florida 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology
Daytona Beach Community College 1988 — 1990
Associate of Arts (AA)
Larry Santoro's Merrill Lynch Experience 1987 - 2004
Job Chief Administrative Officer at Fairway Market
Industry Financial Services
Experience
Fairway Market 2010 - 2014
Sterling Investment Partners 2010 - 2012
New Vernon Capital 2004 - 2010
Merrill Lynch 1987 - 2004
Intel Corporation 1982 - 1985
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Dartmouth College
Bachelor of Engineering (B.E.)
Fairway Market 2010 - 2014
Sterling Investment Partners 2010 - 2012
New Vernon Capital 2004 - 2010
Merrill Lynch 1987 - 2004
Intel Corporation 1982 - 1985
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Dartmouth College
Bachelor of Engineering (B.E.)
Jennifer Ty's Merrill Lynch Experience 2007 - 2008
Job Business Development at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson December 2014 - Present
Johnson & Johnson June 2013 - November 2014
Elim Group 2011 - 2013
Merrill Lynch 2007 - 2008
Education
Dartmouth College
Bachelor's degree, Economics & Chemistry
Johnson & Johnson December 2014 - Present
Johnson & Johnson June 2013 - November 2014
Elim Group 2011 - 2013
Merrill Lynch 2007 - 2008
Education
Dartmouth College
Bachelor's degree, Economics & Chemistry
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank