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
Vikash Shah Vikash Shah's Merrill Lynch Experience 2003 - 2005
Job HR Director at Nielsen
Industry Market Research
Experience
Nielsen June 2015 - Present
Nielsen April 2012 - May 2015
HSBC July 2010 - April 2012
Navigant Consulting March 2007 - August 2010
Michael Page 2006 - 2007
Merrill Lynch 2003 - 2005
Banc of America Securities 2001 - 2003
Skills
Talent Management, Talent Acquisition, Recruiting, Organizational..., Deferred Compensation, Employee Engagement, Human Resources, Leadership Development, Organizational..., Strategic Partnerships, Workforce Planning, Leadership, Performance Management, Strategy, Change Management, Process Improvement, Coaching
Education
Northwestern University 2009 — 2011
MS, Learning and Organizational Change
University of Illinois at Urbana-Champaign - College of Business 2000 — 2003
BS, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
Nielsen June 2015 - Present
Nielsen April 2012 - May 2015
HSBC July 2010 - April 2012
Navigant Consulting March 2007 - August 2010
Michael Page 2006 - 2007
Merrill Lynch 2003 - 2005
Banc of America Securities 2001 - 2003
Skills
Talent Management, Talent Acquisition, Recruiting, Organizational..., Deferred Compensation, Employee Engagement, Human Resources, Leadership Development, Organizational..., Strategic Partnerships, Workforce Planning, Leadership, Performance Management, Strategy, Change Management, Process Improvement, Coaching
Education
Northwestern University 2009 — 2011
MS, Learning and Organizational Change
University of Illinois at Urbana-Champaign - College of Business 2000 — 2003
BS, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
Michael Fuchsloch Michael Fuchsloch's Merrill Lynch Experience June 2011 - August 2015
Job Deployment Engineer/Release Management at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2015 - Present
Merrill Lynch June 2011 - August 2015
Skills
Active Directory, Disaster Recovery, VMware, VMware ESX, Virtualization, Enterprise Architecture, System Deployment, VMware Infrastructure, Servers, DNS, Data Center, VMware vSphere, Windows Server, System Administration, IT Strategy, Infrastructure, Cloud Computing, Integration, IT Management, Troubleshooting, Security, Windows
Education
DeVry University
Network & System Administration, Information Technology
Morgan Stanley August 2015 - Present
Merrill Lynch June 2011 - August 2015
Skills
Active Directory, Disaster Recovery, VMware, VMware ESX, Virtualization, Enterprise Architecture, System Deployment, VMware Infrastructure, Servers, DNS, Data Center, VMware vSphere, Windows Server, System Administration, IT Strategy, Infrastructure, Cloud Computing, Integration, IT Management, Troubleshooting, Security, Windows
Education
DeVry University
Network & System Administration, Information Technology
Michael Boyer, CIRA Michael Boyer, CIRA's Merrill Lynch Experience February 2003 - March 2005
Job Manager Restructuring & Turnaround at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group July 2014 - Present
Marillac St. Vincent Family Services September 2009 - Present
Mesirow Financial Consulting, LLC April 2010 - July 2014
Mesirow Financial March 2005 - April 2010
Merrill Lynch February 2003 - March 2005
PepsiCo September 2002 - February 2003
PepsiCo February 2002 - September 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA with Distinction, Dual Concentration: Finance and SEV (Strategy, Execution & Valuation)
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts, Business Economics
Huron Consulting Group July 2014 - Present
Marillac St. Vincent Family Services September 2009 - Present
Mesirow Financial Consulting, LLC April 2010 - July 2014
Mesirow Financial March 2005 - April 2010
Merrill Lynch February 2003 - March 2005
PepsiCo September 2002 - February 2003
PepsiCo February 2002 - September 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA with Distinction, Dual Concentration: Finance and SEV (Strategy, Execution & Valuation)
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts, Business Economics
Ryan Aprill Ryan Aprill's Merrill Lynch Experience May 2009 - August 2009
Job Vice President at Chaifetz Group
Industry Venture Capital & Private Equity
Experience
Chaifetz Group January 2014 - Present
LS Software, Inc. (Acquired 2013) 2012 - 2014
Houlihan Lokey 2011 - 2013
Ernst & Young 2010 - 2011
Merrill Lynch May 2009 - August 2009
Skills
LBO, Mergers & Acquisitions, Financial Modeling, Mergers, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Entrepreneurship, Restructuring
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance, Accounting, Entrepreneurship
Northwestern University School of Law 2010 — 2011
LLM, Tax
DePaul University College of Law 2007 — 2010
JD cum laude
Michigan State University
BA, Economics with Honors
Chaifetz Group January 2014 - Present
LS Software, Inc. (Acquired 2013) 2012 - 2014
Houlihan Lokey 2011 - 2013
Ernst & Young 2010 - 2011
Merrill Lynch May 2009 - August 2009
Skills
LBO, Mergers & Acquisitions, Financial Modeling, Mergers, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Entrepreneurship, Restructuring
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance, Accounting, Entrepreneurship
Northwestern University School of Law 2010 — 2011
LLM, Tax
DePaul University College of Law 2007 — 2010
JD cum laude
Michigan State University
BA, Economics with Honors
Donald Gratz Donald Gratz's Merrill Lynch Experience February 2006 - August 2010
Job Customer Service at Customer Contact Inc.
Industry Computer Networking
Experience
Customer Contact Incorporated 2013 - Present
2006-2010 January 2006 - December 2010
Merrill Lynch February 2006 - August 2010
Adecco * National City Home Loan Services February 2006 - August 2010
Calltech LLC February 2010 - May 2010
Bank of First Niagra February 2006 - February 2009
Staffmark - Sony Electronics Inc March 2001 - December 2007
Adecco USA January 2002 - November 2007
· Certificate May 2006 - May 2006
USA October 2000 - April 2006
Skills
Cisco Technologies, Networking, Technical Support, Hardware, Software Documentation, Software Installation, Databases, Help Desk Support, Windows, Training, Wireless, Avaya, Sales, .NET, Manufacturing, Customer Service
Education
DeVry University 2006 — 2009
Diploma, Computer Information Systems / Systems Anal
McGuffey High School 1994 — 1997
Customer Contact Incorporated 2013 - Present
2006-2010 January 2006 - December 2010
Merrill Lynch February 2006 - August 2010
Adecco * National City Home Loan Services February 2006 - August 2010
Calltech LLC February 2010 - May 2010
Bank of First Niagra February 2006 - February 2009
Staffmark - Sony Electronics Inc March 2001 - December 2007
Adecco USA January 2002 - November 2007
· Certificate May 2006 - May 2006
USA October 2000 - April 2006
Skills
Cisco Technologies, Networking, Technical Support, Hardware, Software Documentation, Software Installation, Databases, Help Desk Support, Windows, Training, Wireless, Avaya, Sales, .NET, Manufacturing, Customer Service
Education
DeVry University 2006 — 2009
Diploma, Computer Information Systems / Systems Anal
McGuffey High School 1994 — 1997
Bill Colwyn Bill Colwyn's Merrill Lynch Experience July 2008 - Present
Job Senior Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Smith Barney 1998 - 2008
Lowis & Gellen 1995 - 1998
Skills
Mergers & Acquisitions, Investments, Portfolio Management, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Equities, Finance, Asset Management, Retirement Planning, Alternative Investments, Series 7, Securities, Series 63, Hedge Funds, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies
Education
DePaul University College of Law 1992 — 1995
JD, Law
University of Illinois at Urbana-Champaign 1988 — 1992
BA with Distinction, Political Science and Speech Communication
Glenbrook South High School 1984 — 1988
Merrill Lynch July 2008 - Present
Smith Barney 1998 - 2008
Lowis & Gellen 1995 - 1998
Skills
Mergers & Acquisitions, Investments, Portfolio Management, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Equities, Finance, Asset Management, Retirement Planning, Alternative Investments, Series 7, Securities, Series 63, Hedge Funds, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies
Education
DePaul University College of Law 1992 — 1995
JD, Law
University of Illinois at Urbana-Champaign 1988 — 1992
BA with Distinction, Political Science and Speech Communication
Glenbrook South High School 1984 — 1988
Jitendra (Jitu) Chaturvedi's Merrill Lynch Experience 2003 - 2003
Job Managing Partner And Chief Technology Officer at O3 Technology Solutions
Industry Capital Markets
Experience
O3 Technology Solutions July 2011 - Present
O3 Technology Solutions April 2009 - April 2011
Washington Mutual January 2007 - January 2009
Wachovia Securities December 2003 - December 2006
Merrill Lynch 2003 - 2003
QCom Inc. 1998 - 2002
Skills
Risk Management, Trading Systems, Derivatives, Fixed Income, Capital Markets, Business Analysis, SDLC, Summit, Calypso, Clearing, Market Risk, Financial Risk, Banking, Software Development, Hedge Funds, Credit Derivatives, FX Options, Portfolio Management, Interest Rate..., Financial Markets, Equities, Electronic Trading, Equity Derivatives, Financial Services, Back Office, Options, Low Latency, Trading, Exchange Connectivity, Investment Banking, Quantitative Finance, Java, Bloomberg, Requirements Gathering, Sybase, C#, VBA
Education
Devi Ahilya Vishwavidyalaya 1975 — 1980
Bachelor of Science (BS)
Devi Ahilya Vishwavidyalaya 1975 — 1980
BE
S.G.S.I.T.S 1975 — 1980
BE
Shri Govindram Seksaria Institute of Technology and Science 1975 — 1980
BE
O3 Technology Solutions July 2011 - Present
O3 Technology Solutions April 2009 - April 2011
Washington Mutual January 2007 - January 2009
Wachovia Securities December 2003 - December 2006
Merrill Lynch 2003 - 2003
QCom Inc. 1998 - 2002
Skills
Risk Management, Trading Systems, Derivatives, Fixed Income, Capital Markets, Business Analysis, SDLC, Summit, Calypso, Clearing, Market Risk, Financial Risk, Banking, Software Development, Hedge Funds, Credit Derivatives, FX Options, Portfolio Management, Interest Rate..., Financial Markets, Equities, Electronic Trading, Equity Derivatives, Financial Services, Back Office, Options, Low Latency, Trading, Exchange Connectivity, Investment Banking, Quantitative Finance, Java, Bloomberg, Requirements Gathering, Sybase, C#, VBA
Education
Devi Ahilya Vishwavidyalaya 1975 — 1980
Bachelor of Science (BS)
Devi Ahilya Vishwavidyalaya 1975 — 1980
BE
S.G.S.I.T.S 1975 — 1980
BE
Shri Govindram Seksaria Institute of Technology and Science 1975 — 1980
BE
Joshua M. Turk Joshua M. Turk's Merrill Lynch Experience January 2014 - September 2014
Job Subcontractor and Job Mobilization Supply Coordinator at INTREN, Inc
Industry Construction
Experience
INTREN, Inc October 2014 - Present
Merrill Lynch January 2014 - September 2014
Merrill Lynch August 2010 - December 2010
Merrill Lynch June 2008 - August 2008
Skills
Portfolio Management, Investments, Analysis, Project Planning, Microsoft Excel, Outlook, New Business Development, Financial Analysis, CRM, Research, Leadership
Education
DePaul University College of Law 2009 — 2013
Juris Doctor, Law
Elmhurst College 2005 — 2009
BA and BS, Finance and Economics
Crystal Lake South
Crystal Lake South
Elmhurst College, Elmhurst Illinois (2009)
Finance and Economics
INTREN, Inc October 2014 - Present
Merrill Lynch January 2014 - September 2014
Merrill Lynch August 2010 - December 2010
Merrill Lynch June 2008 - August 2008
Skills
Portfolio Management, Investments, Analysis, Project Planning, Microsoft Excel, Outlook, New Business Development, Financial Analysis, CRM, Research, Leadership
Education
DePaul University College of Law 2009 — 2013
Juris Doctor, Law
Elmhurst College 2005 — 2009
BA and BS, Finance and Economics
Crystal Lake South
Crystal Lake South
Elmhurst College, Elmhurst Illinois (2009)
Finance and Economics
Tyler Dixon's Merrill Lynch Experience May 2013 - July 2013
Job Student at University of California, Davis
Industry Financial Services
Experience
Simpson Strong-Tie June 2012 - September 2014
Merrill Lynch May 2013 - July 2013
Education
University of California, Davis 2014 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics, Junior
Diablo Valley College 2011 — 2014
Associate of Science (A.S.), Business Administration and Management, General
Simpson Strong-Tie June 2012 - September 2014
Merrill Lynch May 2013 - July 2013
Education
University of California, Davis 2014 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics, Junior
Diablo Valley College 2011 — 2014
Associate of Science (A.S.), Business Administration and Management, General
Mark Bianchin Mark Bianchin's Merrill Lynch Experience November 1991 - December 2008
Job Senior Vice President Wealth Management, Wealth Advisor, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch November 1991 - December 2008
Education
DePauw University 1980 — 1984
Bachelor of Arts (B.A.), Economics
UBS December 2008 - Present
Merrill Lynch November 1991 - December 2008
Education
DePauw University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Le Thanh Le Thanh's Merrill Lynch Experience June 2012 - July 2012
Job Consultant at Ciber
Industry Information Technology and Services
Experience
Ciber July 2013 - Present
Chicago Children's Advocacy Center January 2014 - June 2014
DePauw University August 2011 - February 2013
Mizuho International September 2012 - December 2012
Merrill Lynch June 2012 - July 2012
DePauw Chapter of Delta Upsilon Fraternity February 2011 - March 2012
Education
DePauw University 2009 — 2013
Bachelor of Arts, Economics (Computer Science Minor), Summa Cum Laude
Ciber July 2013 - Present
Chicago Children's Advocacy Center January 2014 - June 2014
DePauw University August 2011 - February 2013
Mizuho International September 2012 - December 2012
Merrill Lynch June 2012 - July 2012
DePauw Chapter of Delta Upsilon Fraternity February 2011 - March 2012
Education
DePauw University 2009 — 2013
Bachelor of Arts, Economics (Computer Science Minor), Summa Cum Laude
Eric Butrick Eric Butrick's Merrill Lynch Experience September 1985 - September 1994
Job Senior Business Intelligence Manager at Mattel
Industry Consumer Goods
Experience
Kanab, Utah June 2013 - Present
Mattel June 2007 - September 2012
Ahold January 2000 - June 2007
SUPERVALU September 1994 - December 1999
Merrill Lynch September 1985 - September 1994
Skills
Business Intelligence, Data Warehousing, Customer Insight, Business Analysis, Cross-functional Team..., Analytics, Analysis, SDLC, Oracle, ERP, Business Process, Vendor Management, Visio, IT Strategy, Enterprise Architecture, Process Improvement
Education
DePauw University 1981 — 1985
Bachelor's degree, Double Major: Economics, Computer Science
Athens High School
Athens High School
Athens High School
Athens High School
Kanab, Utah June 2013 - Present
Mattel June 2007 - September 2012
Ahold January 2000 - June 2007
SUPERVALU September 1994 - December 1999
Merrill Lynch September 1985 - September 1994
Skills
Business Intelligence, Data Warehousing, Customer Insight, Business Analysis, Cross-functional Team..., Analytics, Analysis, SDLC, Oracle, ERP, Business Process, Vendor Management, Visio, IT Strategy, Enterprise Architecture, Process Improvement
Education
DePauw University 1981 — 1985
Bachelor's degree, Double Major: Economics, Computer Science
Athens High School
Athens High School
Athens High School
Athens High School
Michael Cohan's Merrill Lynch Experience 2010 - 2012
Job Field Energy Specialist at SolarCity
Industry Renewables & Environment
Experience
SolarCity April 2015 - Present
Microgrid Energy 2014 - 2015
RGS Energy 2014 - 2014
NRG Energy 2012 - 2013
Merrill Lynch 2010 - 2012
Morgan Stanley 2008 - 2009
Bear Stearns & Co. Inc 2005 - 2008
Cantor Fitzgerald 2005 - 2005
Education
DeSales University 2002 — 2005
Bachelor of Science (BS), Accounting
Siena College 2000 — 2001
Finance, Sociology, Philosophy
St. Joseph Regional High School 1995 — 1999
High School
SolarCity April 2015 - Present
Microgrid Energy 2014 - 2015
RGS Energy 2014 - 2014
NRG Energy 2012 - 2013
Merrill Lynch 2010 - 2012
Morgan Stanley 2008 - 2009
Bear Stearns & Co. Inc 2005 - 2008
Cantor Fitzgerald 2005 - 2005
Education
DeSales University 2002 — 2005
Bachelor of Science (BS), Accounting
Siena College 2000 — 2001
Finance, Sociology, Philosophy
St. Joseph Regional High School 1995 — 1999
High School
Ray Girulat North Coastal Real Estate Ray Girulat North Coastal Real Estate's Merrill Lynch Experience March 2000 - July 2001
Job Licensed Realtor at The North San Diego County Association of REALTORS®
Industry Real Estate
Experience
Mission Realty Group March 2015 - Present
The North San Diego County Association of REALTORS® 2011 - Present
TD Ameritrade February 2005 - November 2008
The Retirement Group February 2001 - November 2004
Merrill Lynch March 2000 - July 2001
Nordstrom February 1988 - March 2000
Skills
Real Estate, Investments, Sales, First Time Home Buyers, Customer Service, Negotiation, Team Building, Investors, Condos, Buyer Representation, Short Sales, Sellers, Residential Homes, Investment Properties, Referrals, Buyers
Education
Certified New Home Specialist 2014 — 2014
Certificate
Residential Construction Certified 2014 — 2014
Certified New Home Specialist, New home construction and building
Mike Ferry Real Estate Training 2012 — 2014
Real Estate
Brian Buffini Peak Producers
Real Estate
California Bureau Of Real Estate
MiraCosta College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Diablo Valley College
Business Administration and Management, General
Grossmont College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Mission Realty Group March 2015 - Present
The North San Diego County Association of REALTORS® 2011 - Present
TD Ameritrade February 2005 - November 2008
The Retirement Group February 2001 - November 2004
Merrill Lynch March 2000 - July 2001
Nordstrom February 1988 - March 2000
Skills
Real Estate, Investments, Sales, First Time Home Buyers, Customer Service, Negotiation, Team Building, Investors, Condos, Buyer Representation, Short Sales, Sellers, Residential Homes, Investment Properties, Referrals, Buyers
Education
Certified New Home Specialist 2014 — 2014
Certificate
Residential Construction Certified 2014 — 2014
Certified New Home Specialist, New home construction and building
Mike Ferry Real Estate Training 2012 — 2014
Real Estate
Brian Buffini Peak Producers
Real Estate
California Bureau Of Real Estate
MiraCosta College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Diablo Valley College
Business Administration and Management, General
Grossmont College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Joanathan Lim Joanathan Lim's Merrill Lynch Experience September 2014 - March 2015
Job StreetLight Data
Industry Information Technology and Services
Experience
StreetLight Data, Inc. March 2015 - Present
Merrill Lynch September 2014 - March 2015
To-Go Ware May 2012 - February 2015
University of San Francisco December 2013 - May 2014
The OC Memory December 2011 - October 2012
Diablo Valley College 2009 - 2010
Skills
Access, PowerPoint, Excel, Microsoft Office, Accounting, Word, Customer Service, English, Tax, Teamwork, Problem Solving, Non-profits, Spreadsheets, Budgeting, Writing, Marketing Strategy, Event Planning, Microsoft Excel, QuickBooks, Turnlink, Financial Reporting, Bookkeeping, Account Reconciliation, Accounts Receivable, Accounts Payable, Data Entry, Invoicing, Time Management, Data Analysis, Research, Sales, Event Management, Leadership, Finance, General Ledger, Public Speaking, Strategic Financial..., Financial Statements, Critical Thinking, Team Leadership, Cash Flow, Bank Reconciliation, Financial Accounting, Financial Analysis, Sales Tax, Tax Preparation, Inventory Management, Budgets, Microsoft Word
Education
University of San Francisco - Masagung Graduate School of Management 2013 — 2014
Master's Degree, Financial Analysis
San Francisco State University 2011 — 2012
Bachelor of Science (B.S.), Accounting
Diablo Valley College 2008 — 2010
Certificate of Achievement, Business, 3.2
StreetLight Data, Inc. March 2015 - Present
Merrill Lynch September 2014 - March 2015
To-Go Ware May 2012 - February 2015
University of San Francisco December 2013 - May 2014
The OC Memory December 2011 - October 2012
Diablo Valley College 2009 - 2010
Skills
Access, PowerPoint, Excel, Microsoft Office, Accounting, Word, Customer Service, English, Tax, Teamwork, Problem Solving, Non-profits, Spreadsheets, Budgeting, Writing, Marketing Strategy, Event Planning, Microsoft Excel, QuickBooks, Turnlink, Financial Reporting, Bookkeeping, Account Reconciliation, Accounts Receivable, Accounts Payable, Data Entry, Invoicing, Time Management, Data Analysis, Research, Sales, Event Management, Leadership, Finance, General Ledger, Public Speaking, Strategic Financial..., Financial Statements, Critical Thinking, Team Leadership, Cash Flow, Bank Reconciliation, Financial Accounting, Financial Analysis, Sales Tax, Tax Preparation, Inventory Management, Budgets, Microsoft Word
Education
University of San Francisco - Masagung Graduate School of Management 2013 — 2014
Master's Degree, Financial Analysis
San Francisco State University 2011 — 2012
Bachelor of Science (B.S.), Accounting
Diablo Valley College 2008 — 2010
Certificate of Achievement, Business, 3.2
Michael Westervelt's Merrill Lynch Experience April 2010 - Present
Job Vice President Business Infrastructure & Controls at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Snowfighters, Inc. September 1989 - February 2011
Bill Westervelt Asphalt Paving May 2005 - April 2010
Merrill Lynch November 1999 - May 2005
Skills
VBA, Excel, SQL, Access, Data Analysis, Databases, Database Design, Database Development, Database Management, Automation, Process Automation, Data Mining, Software Development, Project Management, Visual Basic, Requirements Gathering, SharePoint, Requirements Analysis, Business Analysis, Data Modeling, Programming, Database Administration, Microsoft Excel, Analysis, Customer Service, Management
Education
DeVry University-New Jersey 1997 — 1999
Associates, Computer Information Systems, 4.83
Merrill Lynch April 2010 - Present
Snowfighters, Inc. September 1989 - February 2011
Bill Westervelt Asphalt Paving May 2005 - April 2010
Merrill Lynch November 1999 - May 2005
Skills
VBA, Excel, SQL, Access, Data Analysis, Databases, Database Design, Database Development, Database Management, Automation, Process Automation, Data Mining, Software Development, Project Management, Visual Basic, Requirements Gathering, SharePoint, Requirements Analysis, Business Analysis, Data Modeling, Programming, Database Administration, Microsoft Excel, Analysis, Customer Service, Management
Education
DeVry University-New Jersey 1997 — 1999
Associates, Computer Information Systems, 4.83
Xavier Martinez Xavier Martinez's Merrill Lynch Experience June 2005 - December 2005
Job Education Coordinator at Learn2Earn
Industry Financial Services
Experience
Learn2Earn Fresno February 2012 - Present
DeVry University August 2007 - February 2012
Kern Schools Federal Credit Union 2005 - 2007
Merrill Lynch June 2005 - December 2005
Morgan Stanley 2002 - 2005
United States Marine Corps 1994 - 2002
Skills
Mutual Funds, Derivatives, Series 63, Equities, Securities, Equity Research, Fixed Income, Investment Advisory, Retirement Planning, Series 7, Investment Strategies, Empathy, Personal Values, Values-based Leadership, CampusVue, Finance, Insurance, Employee Training, Recruiting, Management, Strategic Financial..., Public Speaking, Customer Service, Program Management, Financial Planning, Strategic Planning, Social Media, Marketing, Leadership, Event Planning, Estate Planning, Student Financial Aid, Microsoft Office, Investments, Retirement
Education
Boron High School
Boron High School
Boron High School
DeVry University
University of Phoenix
Learn2Earn Fresno February 2012 - Present
DeVry University August 2007 - February 2012
Kern Schools Federal Credit Union 2005 - 2007
Merrill Lynch June 2005 - December 2005
Morgan Stanley 2002 - 2005
United States Marine Corps 1994 - 2002
Skills
Mutual Funds, Derivatives, Series 63, Equities, Securities, Equity Research, Fixed Income, Investment Advisory, Retirement Planning, Series 7, Investment Strategies, Empathy, Personal Values, Values-based Leadership, CampusVue, Finance, Insurance, Employee Training, Recruiting, Management, Strategic Financial..., Public Speaking, Customer Service, Program Management, Financial Planning, Strategic Planning, Social Media, Marketing, Leadership, Event Planning, Estate Planning, Student Financial Aid, Microsoft Office, Investments, Retirement
Education
Boron High School
Boron High School
Boron High School
DeVry University
University of Phoenix
Thomas Fulfaro Thomas Fulfaro's Merrill Lynch Experience March 2009 - February 2010
Job Registered Principal, National Control Office at Guardian Life
Industry Financial Services
Experience
Guardian Life September 2013 - Present
Lehigh Valley Financial Group February 2010 - September 2013
Merrill Lynch March 2009 - February 2010
UBS Wealth Management August 2007 - February 2009
Canon USA February 2001 - May 2007
Education
DeSales University 2004 — 2006
MBA, Finance
University at Albany, SUNY 1993 — 1997
BA, History
Guardian Life September 2013 - Present
Lehigh Valley Financial Group February 2010 - September 2013
Merrill Lynch March 2009 - February 2010
UBS Wealth Management August 2007 - February 2009
Canon USA February 2001 - May 2007
Education
DeSales University 2004 — 2006
MBA, Finance
University at Albany, SUNY 1993 — 1997
BA, History
Brian R. Mohler, CFP® Brian R. Mohler, CFP®'s Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Education
Dickinson College 2003 — 2007
International Business & Management
Loyola Blakefield 2001 — 2003
Merrill Lynch March 2014 - Present
Education
Dickinson College 2003 — 2007
International Business & Management
Loyola Blakefield 2001 — 2003
Lauren Hickey's Merrill Lynch Experience May 2015 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Mystique Volleyball Club, Our Lady of Peace/Notre Dame de Lourdes CYO January 2015 - Present
Macy's October 2012 - Present
Boenning & Scattergood, Inc. April 2013 - May 2015
DeSales University September 2008 - May 2012
Swarthmore College December 2011 - January 2012
Merrill Lynch January 2011 - May 2011
Social Security Administration May 2010 - August 2010
Skills
Data Entry, Customer Service, Time Management, Finance, •Proficient in..., •Tax return..., •Basic tax law..., Retail
Education
DeSales University 2008 — 2012
BS, Accounting/Finance
Merrill Lynch May 2015 - Present
Mystique Volleyball Club, Our Lady of Peace/Notre Dame de Lourdes CYO January 2015 - Present
Macy's October 2012 - Present
Boenning & Scattergood, Inc. April 2013 - May 2015
DeSales University September 2008 - May 2012
Swarthmore College December 2011 - January 2012
Merrill Lynch January 2011 - May 2011
Social Security Administration May 2010 - August 2010
Skills
Data Entry, Customer Service, Time Management, Finance, •Proficient in..., •Tax return..., •Basic tax law..., Retail
Education
DeSales University 2008 — 2012
BS, Accounting/Finance
Eric Nelson, CFA Eric Nelson, CFA's Merrill Lynch Experience 2004 - 2008
Job Vice President, Portfolio Manager at The Northern Trust
Industry Investment Management
Experience
Northern Trust February 2008 - Present
Merrill Lynch 2004 - 2008
Deloitte 2001 - 2004
Skills
Investment Management, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Financial Modeling, Equities, High Net Worth..., Mutual Funds, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Economics, Hedge Funds, Investments, Securities, Valuation
Education
DePauw University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Northern Trust February 2008 - Present
Merrill Lynch 2004 - 2008
Deloitte 2001 - 2004
Skills
Investment Management, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Financial Modeling, Equities, High Net Worth..., Mutual Funds, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Economics, Hedge Funds, Investments, Securities, Valuation
Education
DePauw University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Jayson Burton Jayson Burton's Merrill Lynch Experience February 1999 - October 1999
Job Financial Analyst at nscglobal
Industry Import and Export
Experience
nscglobal March 2014 - Present
Logistec Corporation March 2013 - February 2014
NewDay Financial July 2012 - March 2013
Bruno Schiedt Inc April 2007 - July 2012
Ultra Flex Packaging, Corp. April 2006 - April 2007
Align Communications, Inc. August 2004 - April 2006
Brooklyn Bureau of Community Service September 2002 - August 2004
Time Out New York September 2001 - September 2002
Selfhelp Community Services February 2000 - February 2001
Merrill Lynch February 1999 - October 1999
Skills
Type 50-60 wpm, Entire Microsoft Office..., QuickBooks Pro, Bridge/Mainframe, Monarch Pro, MAS200, Certified Paychex, MAS500, Microsoft Office, Accounting, QuickBooks, Accounts Receivable, Training, Forecasting, Account Reconciliation, General Ledger, Cash Flow, Microsoft Excel, Auditing, Payroll, Finance, Accounts Payable, Financial Analysis
Education
DeVry University 2000 — 2003
Bachelor of Science (B.S.), Accounting
nscglobal March 2014 - Present
Logistec Corporation March 2013 - February 2014
NewDay Financial July 2012 - March 2013
Bruno Schiedt Inc April 2007 - July 2012
Ultra Flex Packaging, Corp. April 2006 - April 2007
Align Communications, Inc. August 2004 - April 2006
Brooklyn Bureau of Community Service September 2002 - August 2004
Time Out New York September 2001 - September 2002
Selfhelp Community Services February 2000 - February 2001
Merrill Lynch February 1999 - October 1999
Skills
Type 50-60 wpm, Entire Microsoft Office..., QuickBooks Pro, Bridge/Mainframe, Monarch Pro, MAS200, Certified Paychex, MAS500, Microsoft Office, Accounting, QuickBooks, Accounts Receivable, Training, Forecasting, Account Reconciliation, General Ledger, Cash Flow, Microsoft Excel, Auditing, Payroll, Finance, Accounts Payable, Financial Analysis
Education
DeVry University 2000 — 2003
Bachelor of Science (B.S.), Accounting
Stephen Ewings Stephen Ewings's Merrill Lynch Experience November 2007 - October 2009
Job Systems Engineer at IT Computer Support of New York
Industry Information Technology and Services
Experience
IT Computer Support of New York June 2012 - Present
Self-employed 2004 - Present
Bank of America October 2009 - April 2012
Merrill Lynch November 2007 - October 2009
Administration for Children Services March 2005 - November 2007
Skills
Cisco Networking, Project Management, Cisco IP Telephony..., Digital Telephony, Avaya IP Telephony, Cable Networks, Digital Photography, Microsoft Exchange, Troubleshooting, Computer Repair, Telecommunications, Networking, Windows Server, System Deployment, Network Design, Switches, SQL, Technical Support, LAN-WAN, Cisco Routers, Storage, VMware, Incident Management, Windows 7, Management, Project Planning, SharePoint, HP, ITIL, Computer Hardware, Citrix, Network Security, Vendor Management, Routers, Analysis, Training, Testing, Servers, Windows XP, Firewalls, Information Technology, Integration, Project Delivery, VPN, Cisco Technologies, Software Installation, Network Administration, Hardware, Software Documentation, Data Center
Education
DeVry University 2005 — 2006
Computer Systems Networking and Telecommunications
IT Computer Support of New York June 2012 - Present
Self-employed 2004 - Present
Bank of America October 2009 - April 2012
Merrill Lynch November 2007 - October 2009
Administration for Children Services March 2005 - November 2007
Skills
Cisco Networking, Project Management, Cisco IP Telephony..., Digital Telephony, Avaya IP Telephony, Cable Networks, Digital Photography, Microsoft Exchange, Troubleshooting, Computer Repair, Telecommunications, Networking, Windows Server, System Deployment, Network Design, Switches, SQL, Technical Support, LAN-WAN, Cisco Routers, Storage, VMware, Incident Management, Windows 7, Management, Project Planning, SharePoint, HP, ITIL, Computer Hardware, Citrix, Network Security, Vendor Management, Routers, Analysis, Training, Testing, Servers, Windows XP, Firewalls, Information Technology, Integration, Project Delivery, VPN, Cisco Technologies, Software Installation, Network Administration, Hardware, Software Documentation, Data Center
Education
DeVry University 2005 — 2006
Computer Systems Networking and Telecommunications
Sean Emmitt Sean Emmitt's Merrill Lynch Experience 2007 - 2008
Job Discovery Consultant at Bressler, Amery & Ross, P.C.
Industry Legal Services
Experience
Bressler, Amery & Ross, P.C. 2010 - 2011
Bressler, Amery & Ross, P.C. 2008 - 2010
Merrill Lynch 2007 - 2008
Legal Aid Society 2005 - 2005
Prague Language Center / International School of English 2001 - 2002
Skills
Legal Research, Litigation, Legal Writing, Mediation, Securities, Commercial Litigation, Intellectual Property, Civil Litigation, Corporate Law, Arbitration, Legal Assistance
Education
Brooklyn Law School 2003 — 2007
Doctor of Law (JD)
Dickinson College 1996 — 2000
Bachelor of Arts (B.A.), Political Science
Bressler, Amery & Ross, P.C. 2010 - 2011
Bressler, Amery & Ross, P.C. 2008 - 2010
Merrill Lynch 2007 - 2008
Legal Aid Society 2005 - 2005
Prague Language Center / International School of English 2001 - 2002
Skills
Legal Research, Litigation, Legal Writing, Mediation, Securities, Commercial Litigation, Intellectual Property, Civil Litigation, Corporate Law, Arbitration, Legal Assistance
Education
Brooklyn Law School 2003 — 2007
Doctor of Law (JD)
Dickinson College 1996 — 2000
Bachelor of Arts (B.A.), Political Science
Duane Siebert Duane Siebert's Merrill Lynch Experience January 1980 - October 1984
Job CEO/Founder TonerRefillKits.com
Industry Computer Hardware
Experience
TonerRefillKits.com January 1986 - Present
WarRoom Mastermind 2009 - 2013
E.F. Hutton October 1984 - May 1986
Chicago Board Options Exchange May 1984 - December 1985
Morgan Stanley Smith Barney February 1984 - April 1985
Merrill Lynch January 1980 - October 1984
Racal-Telesystems May 1982 - December 1983
Skills
Internet Marketing, Internet Presence Mgmt., Social Networking..., SEO, PPC, Entrepreneur, Small Business, Viral Marketing, Entrepreneurship, Web Marketing, Online Social Networking, SEM
Education
Northwestern University 1980 — 1982
Still none!, Advertising, Marketing, Mathematics
DePauw University 1973 — 1977
No degree (tons of hours in courses I was interested in!), Economics, Physics, Accounting
DeKalb High School 1969 — 1972
DeKalb High School didn't award degrees, Liberal Arts and Sciences/Liberal Studies
TonerRefillKits.com January 1986 - Present
WarRoom Mastermind 2009 - 2013
E.F. Hutton October 1984 - May 1986
Chicago Board Options Exchange May 1984 - December 1985
Morgan Stanley Smith Barney February 1984 - April 1985
Merrill Lynch January 1980 - October 1984
Racal-Telesystems May 1982 - December 1983
Skills
Internet Marketing, Internet Presence Mgmt., Social Networking..., SEO, PPC, Entrepreneur, Small Business, Viral Marketing, Entrepreneurship, Web Marketing, Online Social Networking, SEM
Education
Northwestern University 1980 — 1982
Still none!, Advertising, Marketing, Mathematics
DePauw University 1973 — 1977
No degree (tons of hours in courses I was interested in!), Economics, Physics, Accounting
DeKalb High School 1969 — 1972
DeKalb High School didn't award degrees, Liberal Arts and Sciences/Liberal Studies
Indranil Das, PMP Indranil Das, PMP's Merrill Lynch Experience November 2007 - May 2008
Job Business Systems Specialist Expert, Electric Operations, CSD Business Technology at Pacific Gas and Electric Company
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company July 2014 - Present
Pacific Gas and Electric Company May 2012 - July 2014
Pacific Gas and Electric Company, San Francisco, CA November 2009 - April 2012
Chevron, San Ramon, CA May 2008 - October 2009
Merrill Lynch November 2007 - May 2008
AT&T, San Ramon, CA September 2003 - October 2007
GTECH, West Warwick, RI November 2002 - August 2003
GE Energy, Schenectady, NY February 2001 - October 2002
Keele University, Staffordshire, U.K. September 1999 - November 2000
DPS Software, Kolkata, India January 1999 - August 1999
Skills
SDLC, Business Analysis, MS Project, Sequence Diagrams, Functional..., Project Management, Business Requirements, Requirements..., Requirements Analysis, Requirements Management, PMP, Software Project..., Product Requirements, Requirements Gathering, Systems Analysis, Data Analysis, Databases, Data Warehousing, Database Design, SQL, C, C++, C#, Java, DB2/SQL, DB2, HTML, XML, Oracle, Oracle SQL, SQL Server, BMC Remedy, HP Mercury Quality..., MS Visio, ITIL, Incident Management, Problem Management, Change Management, Release Management, Asset Management, Configuration Management, Process Flow, UML, Application Design, User Acceptance Testing, Gap Analysis, Business Process Design, Business Process, Project Portfolio..., Analysis
Education
Project Management Institute (PMI) 2009 — 2018
PMP, Project Management
Diablo Valley College 2009 — 2009
Course at Diablo Valley College, Project Management Fundamentals/PMI PMP Preparation
Keele University 1999 — 2000
M.Sc., Computing in Earth Sciences, Distinction
Indian Institute of Technology, Kharagpur 1997 — 1999
M.Tech., Applied Geology, First Class
Indian Institute of Technology, Kharagpur 1995 — 1997
M.Sc., Applied Geology, First Class
Presidency University (erstwhile Presidency College), Kolkata 1992 — 1995
B.Sc. (Honors), Geology, First Class
The Assembly of God Church School, Kolkata 1980 — 1992
ISC (High School), Science
Pacific Gas and Electric Company July 2014 - Present
Pacific Gas and Electric Company May 2012 - July 2014
Pacific Gas and Electric Company, San Francisco, CA November 2009 - April 2012
Chevron, San Ramon, CA May 2008 - October 2009
Merrill Lynch November 2007 - May 2008
AT&T, San Ramon, CA September 2003 - October 2007
GTECH, West Warwick, RI November 2002 - August 2003
GE Energy, Schenectady, NY February 2001 - October 2002
Keele University, Staffordshire, U.K. September 1999 - November 2000
DPS Software, Kolkata, India January 1999 - August 1999
Skills
SDLC, Business Analysis, MS Project, Sequence Diagrams, Functional..., Project Management, Business Requirements, Requirements..., Requirements Analysis, Requirements Management, PMP, Software Project..., Product Requirements, Requirements Gathering, Systems Analysis, Data Analysis, Databases, Data Warehousing, Database Design, SQL, C, C++, C#, Java, DB2/SQL, DB2, HTML, XML, Oracle, Oracle SQL, SQL Server, BMC Remedy, HP Mercury Quality..., MS Visio, ITIL, Incident Management, Problem Management, Change Management, Release Management, Asset Management, Configuration Management, Process Flow, UML, Application Design, User Acceptance Testing, Gap Analysis, Business Process Design, Business Process, Project Portfolio..., Analysis
Education
Project Management Institute (PMI) 2009 — 2018
PMP, Project Management
Diablo Valley College 2009 — 2009
Course at Diablo Valley College, Project Management Fundamentals/PMI PMP Preparation
Keele University 1999 — 2000
M.Sc., Computing in Earth Sciences, Distinction
Indian Institute of Technology, Kharagpur 1997 — 1999
M.Tech., Applied Geology, First Class
Indian Institute of Technology, Kharagpur 1995 — 1997
M.Sc., Applied Geology, First Class
Presidency University (erstwhile Presidency College), Kolkata 1992 — 1995
B.Sc. (Honors), Geology, First Class
The Assembly of God Church School, Kolkata 1980 — 1992
ISC (High School), Science
Kalpit Patel Kalpit Patel's Merrill Lynch Experience November 2013 - Present
Job Assistant VP/Business Analyst at Merrill Lynch
Industry Insurance
Experience
Merrill Lynch November 2013 - Present
Hooper Holmes June 2010 - October 2013
Yellowbook July 2008 - May 2010
Skills
Analytical Skills, Leadership, Interpersonal Skill, Problem Solving, Highly detail oriented, Highly committed, Motivated self-starter, User Acceptance Testing, Visio, Agile Methodologies, Test Cases, Manual Testing, Business Requirements, SDLC, Insurance, Functional..., Project Management, Functional Requirements, Data Analysis, Requirements Gathering
Education
Stevens Institute of Technology 2011 — 2014
Master's degree, Information Technology
DeVry University
Bachelor’s in Business Administration
Merrill Lynch November 2013 - Present
Hooper Holmes June 2010 - October 2013
Yellowbook July 2008 - May 2010
Skills
Analytical Skills, Leadership, Interpersonal Skill, Problem Solving, Highly detail oriented, Highly committed, Motivated self-starter, User Acceptance Testing, Visio, Agile Methodologies, Test Cases, Manual Testing, Business Requirements, SDLC, Insurance, Functional..., Project Management, Functional Requirements, Data Analysis, Requirements Gathering
Education
Stevens Institute of Technology 2011 — 2014
Master's degree, Information Technology
DeVry University
Bachelor’s in Business Administration
Marie Merrill Marie Merrill's Merrill Lynch Experience October 2014 - Present
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch March 2014 - October 2014
Sun Life Financial 2012 - 2013
Skills
Highly Dedicated, Organization, Creative Problem Solving, Communication Skills, Quality Control, Lotus Notes, Microsoft Office, QuickBooks, Goldmine, Analysis, Accounts Receivable, Insurance, Life Insurance, Customer Service
Education
DeVry University
Bachelor of Business Administration (BBA), Operations
Merrill Lynch October 2014 - Present
Merrill Lynch March 2014 - October 2014
Sun Life Financial 2012 - 2013
Skills
Highly Dedicated, Organization, Creative Problem Solving, Communication Skills, Quality Control, Lotus Notes, Microsoft Office, QuickBooks, Goldmine, Analysis, Accounts Receivable, Insurance, Life Insurance, Customer Service
Education
DeVry University
Bachelor of Business Administration (BBA), Operations
Ernie Hodge Ernie Hodge's Merrill Lynch Experience November 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Sorrento Pacific Financial, LLC August 2015 - Present
Santander Investments August 2013 - Present
Merrill Lynch November 2011 - Present
David Lerner Associates, inc. July 2008 - November 2011
Skills
Financial Planning, Analysis, Planning, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Finance, Insurance, Investment Advisory, Life Insurance, Mutual Funds, Portfolio Management, Securities, Strategic Financial..., Wealth Management
Education
DeVry University 1988 — 1991
BS, Computer Science
Sorrento Pacific Financial, LLC August 2015 - Present
Santander Investments August 2013 - Present
Merrill Lynch November 2011 - Present
David Lerner Associates, inc. July 2008 - November 2011
Skills
Financial Planning, Analysis, Planning, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Finance, Insurance, Investment Advisory, Life Insurance, Mutual Funds, Portfolio Management, Securities, Strategic Financial..., Wealth Management
Education
DeVry University 1988 — 1991
BS, Computer Science
Angela Creo, MBA Angela Creo, MBA's Merrill Lynch Experience October 2004 - May 2006
Job Treasury Operations Lead at PPL Corporation
Industry Financial Services
Experience
Talen Energy June 2015 - Present
PPL Corporation December 2009 - Present
PPL Corporation December 2014 - June 2015
Cantor Fitzgerald May 2006 - March 2010
Merrill Lynch October 2004 - May 2006
Skills
Financial Modeling, Trading, Bloomberg, Valuation, Forecasting, Financial Reporting, Access, Commodity, Cash Management, Financial Accounting, Volumetric, Hedge Accounting, Business Analysis, Data Analysis, Fixed Income, Internal Controls, Analysis, Finance, Corporate Finance, Risk Management
Education
DeSales University 2010 — 2012
MBA, Finance
Rider University
BSBA, Accounting
Talen Energy June 2015 - Present
PPL Corporation December 2009 - Present
PPL Corporation December 2014 - June 2015
Cantor Fitzgerald May 2006 - March 2010
Merrill Lynch October 2004 - May 2006
Skills
Financial Modeling, Trading, Bloomberg, Valuation, Forecasting, Financial Reporting, Access, Commodity, Cash Management, Financial Accounting, Volumetric, Hedge Accounting, Business Analysis, Data Analysis, Fixed Income, Internal Controls, Analysis, Finance, Corporate Finance, Risk Management
Education
DeSales University 2010 — 2012
MBA, Finance
Rider University
BSBA, Accounting
Neno Nenov, CFA, FRM's Merrill Lynch Experience March 2007 - June 2007
Job Senior Attribution Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2013 - Present
CFA Society Chicago 2015 - 2015
CFA Society Chicago 2015 - 2015
Duff & Phelps Investment Management Co. November 2011 - December 2012
AlphaMetrix Investment Advisors November 2008 - November 2011
Merrill Lynch March 2007 - June 2007
Skills
Bloomberg, Visual Basic, Derivatives, Equities, Analysis, FactSet, Microsoft Excel, Portfolio Management, Trading, Investments, Fixed Income, Finance, Risk Management, Asset Allocation, Morningstar, Financial Risk, Investment Banking, Bloomberg Terminal, Hedge Funds, Hedging, Alternative Investments, Performance Attribution, Valuation, Financial Modeling, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science, Finance
Guggenheim Partners January 2013 - Present
CFA Society Chicago 2015 - 2015
CFA Society Chicago 2015 - 2015
Duff & Phelps Investment Management Co. November 2011 - December 2012
AlphaMetrix Investment Advisors November 2008 - November 2011
Merrill Lynch March 2007 - June 2007
Skills
Bloomberg, Visual Basic, Derivatives, Equities, Analysis, FactSet, Microsoft Excel, Portfolio Management, Trading, Investments, Fixed Income, Finance, Risk Management, Asset Allocation, Morningstar, Financial Risk, Investment Banking, Bloomberg Terminal, Hedge Funds, Hedging, Alternative Investments, Performance Attribution, Valuation, Financial Modeling, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science, Finance
Scott Puff Scott Puff's Merrill Lynch Experience August 1990 - March 1993
Job
Industry Financial Services
Experience
Raymond James March 2006 - Present
RBC Dain Rauscher November 1998 - February 2006
American Century Investments July 1995 - October 1998
Bear Stearns August 1993 - February 1995
Merrill Lynch August 1990 - March 1993
Skills
Business Valuation, Education Funding, Investments, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Mutual Funds, Securities
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (MBA), Macroeconomics/Finance/Marketing
DePauw University 1986 — 1990
BA, English Literature and Communications
Northfield Mount Hermon School 1985 — 1986
Shawnee Mission East 1983 — 1985
Raymond James March 2006 - Present
RBC Dain Rauscher November 1998 - February 2006
American Century Investments July 1995 - October 1998
Bear Stearns August 1993 - February 1995
Merrill Lynch August 1990 - March 1993
Skills
Business Valuation, Education Funding, Investments, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Mutual Funds, Securities
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (MBA), Macroeconomics/Finance/Marketing
DePauw University 1986 — 1990
BA, English Literature and Communications
Northfield Mount Hermon School 1985 — 1986
Shawnee Mission East 1983 — 1985
Thomas Conidi Thomas Conidi's Merrill Lynch Experience April 1994 - August 1995
Job Vice President Investment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 1995 - Present
Merrill Lynch April 1994 - August 1995
Continental Bank November 1989 - April 1994
Shearson Lehman Brothers March 1986 - November 1989
Revlon October 1982 - March 1986
Skills
Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Educational Planning, Estate Investment..., Multi-Generational..., 401(k) Rollovers, Business Owner Planning, Retirement Plan...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Finance
University of Illinois at Chicago 1977 — 1981
BS, Finance
Wells Fargo Advisors, LLC August 1995 - Present
Merrill Lynch April 1994 - August 1995
Continental Bank November 1989 - April 1994
Shearson Lehman Brothers March 1986 - November 1989
Revlon October 1982 - March 1986
Skills
Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Educational Planning, Estate Investment..., Multi-Generational..., 401(k) Rollovers, Business Owner Planning, Retirement Plan...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Finance
University of Illinois at Chicago 1977 — 1981
BS, Finance
Elizabeth Gwynn Elizabeth Gwynn's Merrill Lynch Experience October 2007 - December 2009
Job Specialist at Merrill Lynch/Bank of America
Industry Financial Services
Experience
Bank of America / Merrill Lynch November 2011 - Present
Merrill Lynch/Bank of America January 2010 - October 2011
Merrill Lynch October 2007 - December 2009
Aon September 2002 - October 2007
Education
Holy Family University 1997 — 2002
Bachelors, Criminal Justice
DeSales University 1997 — 1999
Criminal Justice
St. Hubert High School 1993 — 1997
Liberal Arts
Bank of America / Merrill Lynch November 2011 - Present
Merrill Lynch/Bank of America January 2010 - October 2011
Merrill Lynch October 2007 - December 2009
Aon September 2002 - October 2007
Education
Holy Family University 1997 — 2002
Bachelors, Criminal Justice
DeSales University 1997 — 1999
Criminal Justice
St. Hubert High School 1993 — 1997
Liberal Arts
Joe Malone's Merrill Lynch Experience May 1995 - October 1996
Job National Sales Manager at ThomasNet
Industry Information Technology and Services
Experience
ThomasNet June 2009 - Present
JPMorgan Chase March 2006 - August 2008
Philadelphia Stock Exchange 1996 - 2003
Merrill Lynch May 1995 - October 1996
Skills
New Business Development, Sales Trainings, Team Management, E-commerce, E-commerce Consulting, Business Intelligence, Enterprise Content..., Salesforce.com, Fortune 500 Account..., Customer Retention, Customer Service, Sales Management, Sales, Sales Operations, Sales Process, inside sales, telesales, Web Analytics, Web Services, sales force..., Consultative Sales..., Complex Sales, New Media Consulting, New Media Marketing, Web Content Management, online marketing, Coaching, Marketing Strategy, Social Media Marketing, Online Marketing, SaaS, B2B Marketing, Online Advertising, Sales Presentations, Direct Sales, Technical Recruiting, Selling, SEM, CRM, Business Development, Leadership, Cold Calling, B2B, Sales Effectiveness, Web Marketing, Account Management, SEO, Analytics, Solution Selling, Telemarketing
Education
Dickinson College 1991 — 1995
BA, Economics
Germantown Academy 1987 — 1991
High School
ThomasNet June 2009 - Present
JPMorgan Chase March 2006 - August 2008
Philadelphia Stock Exchange 1996 - 2003
Merrill Lynch May 1995 - October 1996
Skills
New Business Development, Sales Trainings, Team Management, E-commerce, E-commerce Consulting, Business Intelligence, Enterprise Content..., Salesforce.com, Fortune 500 Account..., Customer Retention, Customer Service, Sales Management, Sales, Sales Operations, Sales Process, inside sales, telesales, Web Analytics, Web Services, sales force..., Consultative Sales..., Complex Sales, New Media Consulting, New Media Marketing, Web Content Management, online marketing, Coaching, Marketing Strategy, Social Media Marketing, Online Marketing, SaaS, B2B Marketing, Online Advertising, Sales Presentations, Direct Sales, Technical Recruiting, Selling, SEM, CRM, Business Development, Leadership, Cold Calling, B2B, Sales Effectiveness, Web Marketing, Account Management, SEO, Analytics, Solution Selling, Telemarketing
Education
Dickinson College 1991 — 1995
BA, Economics
Germantown Academy 1987 — 1991
High School
Ruth Herring Ruth Herring's Merrill Lynch Experience 2001 - 2003
Job Attorney/ACAMS
Industry Legal Services
Experience
Labaton Sucharow LLP, Epiq Systems Inc., Bernstein LItowitz Berger & Grossman LLP 2005 - July 2014
Krebsbach & Snyder 2004 - 2005
Merrill Lynch 2001 - 2003
Skills
Arbitration, Civil Litigation, Class Actions, Legal Research, Legal Writing, Litigation, Securities Litigation, Westlaw, Certified Anti-Money..., Document Drafting
Education
DePaul University College of Law 1998 — 2001
Juris Doctor (J.D.), Law
International Law Program, Nice, France, Summer 2000 2000 — 2000
University of Colorado Boulder 1995 — 1998
Bachelor's Degree, Political Science
Labaton Sucharow LLP, Epiq Systems Inc., Bernstein LItowitz Berger & Grossman LLP 2005 - July 2014
Krebsbach & Snyder 2004 - 2005
Merrill Lynch 2001 - 2003
Skills
Arbitration, Civil Litigation, Class Actions, Legal Research, Legal Writing, Litigation, Securities Litigation, Westlaw, Certified Anti-Money..., Document Drafting
Education
DePaul University College of Law 1998 — 2001
Juris Doctor (J.D.), Law
International Law Program, Nice, France, Summer 2000 2000 — 2000
University of Colorado Boulder 1995 — 1998
Bachelor's Degree, Political Science
Stewart Solaka Stewart Solaka's Merrill Lynch Experience September 2006 - July 2007
Job Professional Futures Trader, Technical Analyst
Industry Financial Services
Experience
Chicagostock Trading January 2011 - Present
Private February 2010 - Present
Drakon Capital LLC June 2010 - January 2011
Lasalle Futures Group November 2007 - February 2010
Independant Trader January 2001 - December 2007
Merrill Lynch September 2006 - July 2007
Skills
Electronic Trading, Trading Strategies, Proprietary Trading, Trading, Options, Technical Analysis, Futures Trading, Risk Management, Bonds, Equities, Financial Markets, Alternative Investments, Investment Management, Market Making, Derivatives, Traders, Hedging, Hedge Funds, Commodity, Volatility, Currency, Investments, FX Options, Options Strategies, Bloomberg, ETFs, Equity Trading, Arbitrage, Trading Systems, FX trading, Equity Derivatives, Writing, Superior Work Ethic
Education
DeVry University 2000 — 2004
Finance/Computer Programming
Chicagostock Trading January 2011 - Present
Private February 2010 - Present
Drakon Capital LLC June 2010 - January 2011
Lasalle Futures Group November 2007 - February 2010
Independant Trader January 2001 - December 2007
Merrill Lynch September 2006 - July 2007
Skills
Electronic Trading, Trading Strategies, Proprietary Trading, Trading, Options, Technical Analysis, Futures Trading, Risk Management, Bonds, Equities, Financial Markets, Alternative Investments, Investment Management, Market Making, Derivatives, Traders, Hedging, Hedge Funds, Commodity, Volatility, Currency, Investments, FX Options, Options Strategies, Bloomberg, ETFs, Equity Trading, Arbitrage, Trading Systems, FX trading, Equity Derivatives, Writing, Superior Work Ethic
Education
DeVry University 2000 — 2004
Finance/Computer Programming
Carroll Watson Carroll Watson's Merrill Lynch Experience August 2002 - June 2011
Job Capital Markets Professional
Industry Capital Markets
Experience
Merrill Lynch August 2002 - June 2011
Chase Securities March 1997 - March 2000
Education
Darden Graduate School of Business Administration 2000 — 2002
Masters Business Administration, General Management
DePauw University 1992 — 1996
Bachelor of Arts, History
Merrill Lynch August 2002 - June 2011
Chase Securities March 1997 - March 2000
Education
Darden Graduate School of Business Administration 2000 — 2002
Masters Business Administration, General Management
DePauw University 1992 — 1996
Bachelor of Arts, History
Wayne Cooper Wayne Cooper's Merrill Lynch Experience March 2005 - November 2010
Job Founder & Managing Member at Cooper Wealth St
Industry Financial Services
Experience
Cooper Wealth Strategies, LLC July 2011 - Present
Merrill Lynch March 2005 - November 2010
FagelHaber LLC 2002 - 2004
Gordon & Glickson LLC 2000 - 2002
Burke, Warren, MacKay & Serritella 1980 - 2000
Burke, Wilson and McvIlvaine 1988 - 1992
Burke Griffin Chomicz and Wienke 1980 - 1988
Harris Kerr Forster 1976 - 1980
Chernin's Shoes 1972 - 1975
Ashkenaz Deli 1964 - 1971
Skills
Estate Planning, Trusts, Income Tax, Multi-generational..., IRS problem resolution, Mediation, Estate Tax Planning, Family Office, Financial Advisory, Financial Structuring, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Investments, Joint Ventures, Mergers, Mutual Funds, Private Equity, Retirement Planning, Securities, Series 7, Start-ups, Tax Law, Trust Services, Wealth, Wealth Management, Wealth Management...
Education
DePaul University College of Law 1976 — 1980
JD with Honors, Law
University of Illinois at Chicago 1973 — 1975
BA, Accounting with honors and high distinction
Evanston Township High School 1967 — 1971
Cooper Wealth Strategies, LLC July 2011 - Present
Merrill Lynch March 2005 - November 2010
FagelHaber LLC 2002 - 2004
Gordon & Glickson LLC 2000 - 2002
Burke, Warren, MacKay & Serritella 1980 - 2000
Burke, Wilson and McvIlvaine 1988 - 1992
Burke Griffin Chomicz and Wienke 1980 - 1988
Harris Kerr Forster 1976 - 1980
Chernin's Shoes 1972 - 1975
Ashkenaz Deli 1964 - 1971
Skills
Estate Planning, Trusts, Income Tax, Multi-generational..., IRS problem resolution, Mediation, Estate Tax Planning, Family Office, Financial Advisory, Financial Structuring, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Investments, Joint Ventures, Mergers, Mutual Funds, Private Equity, Retirement Planning, Securities, Series 7, Start-ups, Tax Law, Trust Services, Wealth, Wealth Management, Wealth Management...
Education
DePaul University College of Law 1976 — 1980
JD with Honors, Law
University of Illinois at Chicago 1973 — 1975
BA, Accounting with honors and high distinction
Evanston Township High School 1967 — 1971
Brandon Emkes's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
BCforward November 2010 - March 2012
Kelly Scientific Resources June 2005 - October 2010
Kelly Scientific Resources onsite at Dow Agrosciences July 2004 - June 2005
Rudy Project 1999 - 1999
Skills
Retirement Planning, Wealth Management, Multi-generational..., Service Delivery, Life Insurance, Portfolio Assessment, IRAs, ESOP, Sales, Management, Salesforce.com, Business Development, Human Resources, Account Management, Training, Sales Operations, Networking, Leadership, Consulting, Outsourcing, Building Relationships, Business Networking, CRM, Marketing, Talent Management
Education
Indiana Wesleyan University 2004 — 2006
MBA
DePauw University 1997 — 2001
BA
Zionsville High School 1993 — 1997
Merrill Lynch March 2012 - Present
BCforward November 2010 - March 2012
Kelly Scientific Resources June 2005 - October 2010
Kelly Scientific Resources onsite at Dow Agrosciences July 2004 - June 2005
Rudy Project 1999 - 1999
Skills
Retirement Planning, Wealth Management, Multi-generational..., Service Delivery, Life Insurance, Portfolio Assessment, IRAs, ESOP, Sales, Management, Salesforce.com, Business Development, Human Resources, Account Management, Training, Sales Operations, Networking, Leadership, Consulting, Outsourcing, Building Relationships, Business Networking, CRM, Marketing, Talent Management
Education
Indiana Wesleyan University 2004 — 2006
MBA
DePauw University 1997 — 2001
BA
Zionsville High School 1993 — 1997
Matt Whitty Matt Whitty's Merrill Lynch Experience 2004 - 2005
Job Director of Institutional Services at Gregory J. Schwartz & Co., Inc.
Industry Financial Services
Experience
Gregory J. Schwartz & Co., Inc. December 2011 - Present
Gregory J. Schwartz & Co. December 2009 - December 2011
Gregory J. Schwartz & Co., Inc. June 2005 - December 2009
Merrill Lynch 2004 - 2005
The PrivateBank and Trust Company 1998 - 2004
Skills
Corporate Finance, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
M.B.A., Management
Michigan State University 1993 — 1997
Brother Rice High School 1989 — 1993
Gregory J. Schwartz & Co., Inc. December 2011 - Present
Gregory J. Schwartz & Co. December 2009 - December 2011
Gregory J. Schwartz & Co., Inc. June 2005 - December 2009
Merrill Lynch 2004 - 2005
The PrivateBank and Trust Company 1998 - 2004
Skills
Corporate Finance, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
M.B.A., Management
Michigan State University 1993 — 1997
Brother Rice High School 1989 — 1993
Kelly Hughes Kelly Hughes's Merrill Lynch Experience March 2001 - January 2006
Job Manager, Local Accounts at DeVry Inc.
Industry Marketing and Advertising
Experience
DeVry Inc. October 2011 - Present
International Customer Service Association January 2014 - January 2015
International Customer Service Association January 2013 - December 2013
Jones International University February 2011 - October 2011
Jones Knowledge January 2008 - February 2011
Jones Cyber Solutions January 2010 - September 2010
Jones e-global Library 2007 - 2008
Jones/NCTI 2006 - 2007
Merrill Lynch March 2001 - January 2006
Skills
Training, Team Building, B2B, Leadership, Strategy, Higher Education, Facebook, Project Management, Team Leadership, CRM, Cold Calling, Management, New Business Development, Public Speaking, Business Development, Social Media, Marketing, Recruiting, Salesforce.com, Direct Sales, Leadership Development, Selling, Social Networking, Customer Service, Human Resources, Microsoft Office, Sales, Sales Management, Analysis, Account Management, Event Planning, Social Media Marketing, Strategic Planning, Coaching, Public Relations, Program Management, Lead Generation
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Human Resource Management, Human Resources Management/Personnel Administration, General
DeVry University 2012 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Northern Colorado 1998 — 2002
Elementary Education
Gateway High School
DeVry Inc. October 2011 - Present
International Customer Service Association January 2014 - January 2015
International Customer Service Association January 2013 - December 2013
Jones International University February 2011 - October 2011
Jones Knowledge January 2008 - February 2011
Jones Cyber Solutions January 2010 - September 2010
Jones e-global Library 2007 - 2008
Jones/NCTI 2006 - 2007
Merrill Lynch March 2001 - January 2006
Skills
Training, Team Building, B2B, Leadership, Strategy, Higher Education, Facebook, Project Management, Team Leadership, CRM, Cold Calling, Management, New Business Development, Public Speaking, Business Development, Social Media, Marketing, Recruiting, Salesforce.com, Direct Sales, Leadership Development, Selling, Social Networking, Customer Service, Human Resources, Microsoft Office, Sales, Sales Management, Analysis, Account Management, Event Planning, Social Media Marketing, Strategic Planning, Coaching, Public Relations, Program Management, Lead Generation
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Human Resource Management, Human Resources Management/Personnel Administration, General
DeVry University 2012 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Northern Colorado 1998 — 2002
Elementary Education
Gateway High School
Michelle Harrington, NCPM Michelle Harrington, NCPM's Merrill Lynch Experience January 1993 - October 2007
Job Business Owner, Mediator, Trainer
Industry Alternative Dispute Resolution
Experience
Harrington Consulting LLC February 2009 - Present
Merrill Lynch January 1993 - October 2007
Target July 1989 - June 1991
Education
Des Moines Area Community College 1989 — 1993
Business/Marketing
Harrington Consulting LLC February 2009 - Present
Merrill Lynch January 1993 - October 2007
Target July 1989 - June 1991
Education
Des Moines Area Community College 1989 — 1993
Business/Marketing
Judy (Hurlbut) Edge Judy (Hurlbut) Edge's Merrill Lynch Experience 2007 - Present
Job Divisional Productivity Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Fidelity Investments 2003 - 2006
Fidelity Charitable Services 2003 - 2005
Prudential Securities 2000 - 2003
Merrill Lynch 1997 - 2000
Florida National Bank, First Union, Wachovia 1992 - 1997
Morgan Stanley 1979 - 1985
Education
Cannon Fnancial Institute 1995 — 1997
CTFA, Trust
DePauw University 1974 — 1978
BA, Economics
Merrill Lynch 2007 - Present
Fidelity Investments 2003 - 2006
Fidelity Charitable Services 2003 - 2005
Prudential Securities 2000 - 2003
Merrill Lynch 1997 - 2000
Florida National Bank, First Union, Wachovia 1992 - 1997
Morgan Stanley 1979 - 1985
Education
Cannon Fnancial Institute 1995 — 1997
CTFA, Trust
DePauw University 1974 — 1978
BA, Economics
Derek Still's Merrill Lynch Experience June 2008 - August 2008
Job Senior Account Executive & Sales Team Lead
Industry Internet
Experience
Stack Exchange July 2014 - Present
Stack Exchange February 2015 - Present
Stack Exchange June 2014 - February 2015
Stack Exchange April 2013 - June 2014
Wolfe Research, LLC August 2012 - April 2013
UBS Investment Bank February 2010 - May 2012
Merrill Lynch June 2008 - August 2008
Boenning & Scattergood, Inc. June 2007 - August 2007
Education
Dickinson College 2005 — 2009
Bachelor of Arts
William Penn Charter School 1998 — 2005
Stack Exchange July 2014 - Present
Stack Exchange February 2015 - Present
Stack Exchange June 2014 - February 2015
Stack Exchange April 2013 - June 2014
Wolfe Research, LLC August 2012 - April 2013
UBS Investment Bank February 2010 - May 2012
Merrill Lynch June 2008 - August 2008
Boenning & Scattergood, Inc. June 2007 - August 2007
Education
Dickinson College 2005 — 2009
Bachelor of Arts
William Penn Charter School 1998 — 2005
Jon Mourar Jon Mourar's Merrill Lynch Experience February 2007 - July 2007
Job Database Programmer/Analyst at Dorman Products
Industry Computer Software
Experience
Dorman Products February 2012 - August 2015
Sprint/Virgin Mobile October 2011 - December 2011
NOVEDA TECHNOLOGIES April 2011 - November 2011
Nationwide Product Warranty April 2010 - November 2010
NJ Department of Health October 2007 - July 2009
Merrill Lynch February 2007 - July 2007
Fiserv Securities October 1994 - March 2006
Skills
SQL, Excel, VBA, Access, SQL Server, Databases, Programming, Software Development, Unix, COBOL, Microsoft SQL Server, Microsoft Excel, Requirements Analysis, Visio, VB.NET, Visual Basic, Data Analysis, SDLC, T-SQL
Education
DeSales University 2012 — 2016
MBA, A
Penn State University 1972 — 1977
B.S. Science, Math
Dorman Products February 2012 - August 2015
Sprint/Virgin Mobile October 2011 - December 2011
NOVEDA TECHNOLOGIES April 2011 - November 2011
Nationwide Product Warranty April 2010 - November 2010
NJ Department of Health October 2007 - July 2009
Merrill Lynch February 2007 - July 2007
Fiserv Securities October 1994 - March 2006
Skills
SQL, Excel, VBA, Access, SQL Server, Databases, Programming, Software Development, Unix, COBOL, Microsoft SQL Server, Microsoft Excel, Requirements Analysis, Visio, VB.NET, Visual Basic, Data Analysis, SDLC, T-SQL
Education
DeSales University 2012 — 2016
MBA, A
Penn State University 1972 — 1977
B.S. Science, Math
Tom Noonan's Merrill Lynch Experience October 2009 - Present
Job Assistant Girl's Soccer Coach at Sacred HeartGriffin High School
Industry Higher Education
Experience
Sacred Heart-Griffin High School July 2015 - Present
Sacred Heart-Griffin High School February 2015 - Present
Breweriana Exchange March 2013 - Present
Merrill Lynch October 2009 - Present
CoachThis 1998 - Present
Lincoln Land Community College 2010 - February 2013
TradeThis 2013 - 2013
NSCAA 1994 - 2012
Lincoln Land Community College May 2006 - November 2010
Morgan Stanley Smith Barney October 1994 - October 2009
Skills
Athletics, Sports, Fundraising, Sports Management, Public Speaking, Teaching, Event Planning, Sports Marketing, Social Media, Coaching, Public Relations, Customer Service, Research, Non-profits, Higher Education, PowerPoint, Event Management, Strategic Planning, Social Networking, Leadership Development, Sponsorship, Leadership, Staff Development, Sports Coaching, Marketing Communications, Football, Soccer, Nonprofits
Education
DePauw University 1980 — 1984
BS, Psychology
Sacred Heart-Griffin High School July 2015 - Present
Sacred Heart-Griffin High School February 2015 - Present
Breweriana Exchange March 2013 - Present
Merrill Lynch October 2009 - Present
CoachThis 1998 - Present
Lincoln Land Community College 2010 - February 2013
TradeThis 2013 - 2013
NSCAA 1994 - 2012
Lincoln Land Community College May 2006 - November 2010
Morgan Stanley Smith Barney October 1994 - October 2009
Skills
Athletics, Sports, Fundraising, Sports Management, Public Speaking, Teaching, Event Planning, Sports Marketing, Social Media, Coaching, Public Relations, Customer Service, Research, Non-profits, Higher Education, PowerPoint, Event Management, Strategic Planning, Social Networking, Leadership Development, Sponsorship, Leadership, Staff Development, Sports Coaching, Marketing Communications, Football, Soccer, Nonprofits
Education
DePauw University 1980 — 1984
BS, Psychology
Mari Rich Mari Rich's Merrill Lynch Experience September 1994 - June 1999
Job Former New Business Case Manager with Prudential Annuities
Industry Financial Services
Experience
Prudential Financial May 2009 - June 2013
Lancaster County Planning Commission September 2000 - February 2005
Merrill Lynch September 1994 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Editing, Data Entry
Education
DeVry University 2013 — 2015
Bachelor of Science (BS), Project Management
Gwynedd-Mercy College 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Prudential Financial May 2009 - June 2013
Lancaster County Planning Commission September 2000 - February 2005
Merrill Lynch September 1994 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Editing, Data Entry
Education
DeVry University 2013 — 2015
Bachelor of Science (BS), Project Management
Gwynedd-Mercy College 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Daniel Held Daniel Held's Merrill Lynch Experience December 2013 - June 2014
Job Coopersburg Kenworth, Controller
Industry Automotive
Experience
Coopersburg Kenworth June 2014 - Present
Merrill Lynch December 2013 - June 2014
Moussey Moose Chocolates, LLC November 2008 - December 2013
Coopersburg Kenworth February 2003 - September 2012
Lehighton Kia January 2004 - December 2004
Skills
Management, Financial Analysis, Change Management, Strategic Planning, Business Development, Budgets, Revenue Analysis, Team Building, Team Leadership, Team Management, Entrepreneurship, Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Microsoft Word, Business Networking, Business Planning, Google Analytics, Google Adwords, Google Webmaster Tools, Hiring Employees, Terminations, Process Improvement, Process Management, Windows, Operations Management, Service Management, Customer Service, Customer Retention, Customer Engagement, Accounting, Financial Accounting, Accounts Payable, Cost Accounting, Cost Management, Labor Cost Management, Warranty, Accounts Receivable, Strategic Financial..., Ten Key, Typing, Executive Management, Product Development, Cash Flow, Visionary, Market Penetration, Constant Contact, Project Management, Web Development
Education
DeSales University 2004 — 2007
Bachelor of Science (BS), Finance, General
Northeast Wisconsin Technical College 1997 — 1999
Associate's degree, Accounting
Coopersburg Kenworth June 2014 - Present
Merrill Lynch December 2013 - June 2014
Moussey Moose Chocolates, LLC November 2008 - December 2013
Coopersburg Kenworth February 2003 - September 2012
Lehighton Kia January 2004 - December 2004
Skills
Management, Financial Analysis, Change Management, Strategic Planning, Business Development, Budgets, Revenue Analysis, Team Building, Team Leadership, Team Management, Entrepreneurship, Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Microsoft Word, Business Networking, Business Planning, Google Analytics, Google Adwords, Google Webmaster Tools, Hiring Employees, Terminations, Process Improvement, Process Management, Windows, Operations Management, Service Management, Customer Service, Customer Retention, Customer Engagement, Accounting, Financial Accounting, Accounts Payable, Cost Accounting, Cost Management, Labor Cost Management, Warranty, Accounts Receivable, Strategic Financial..., Ten Key, Typing, Executive Management, Product Development, Cash Flow, Visionary, Market Penetration, Constant Contact, Project Management, Web Development
Education
DeSales University 2004 — 2007
Bachelor of Science (BS), Finance, General
Northeast Wisconsin Technical College 1997 — 1999
Associate's degree, Accounting
Russ Vernon Russ Vernon's Merrill Lynch Experience September 1993 - October 1996
Job Systems Admininstrator at RelayHealth
Industry Computer Networking
Experience
McKesson Health IT January 2012 - Present
IIW Engineers & Surveyors, P.C. October 2001 - September 2011
IIW Engineers October 2001 - September 2011
Business Engine Software Corporation September 2000 - May 2001
Business Engine Software Corporation August 2000 - May 2001
Merrill Lynch September 1993 - October 1996
US Navy September 1990 - September 1993
Skills
IIS, Active Directory, DNS, DHCP, Windows Server, Servers, Microsoft Exchange, Firewalls, Microsoft SQL Server, VPN, Technical Support
Education
DeVry University, Pomona 1997 — 2000
BSCIS, CIS
DeVry University
Bachelor of Science, Computer Information Systems
McKesson Health IT January 2012 - Present
IIW Engineers & Surveyors, P.C. October 2001 - September 2011
IIW Engineers October 2001 - September 2011
Business Engine Software Corporation September 2000 - May 2001
Business Engine Software Corporation August 2000 - May 2001
Merrill Lynch September 1993 - October 1996
US Navy September 1990 - September 1993
Skills
IIS, Active Directory, DNS, DHCP, Windows Server, Servers, Microsoft Exchange, Firewalls, Microsoft SQL Server, VPN, Technical Support
Education
DeVry University, Pomona 1997 — 2000
BSCIS, CIS
DeVry University
Bachelor of Science, Computer Information Systems
Corben Lear's Merrill Lynch Experience June 2013 - August 2013
Job 3L DePaul Law
Industry Law Practice
Experience
Cortland Capital Market Services LLC November 2014 - August 2015
Levit & Lipshutz September 2014 - November 2014
The Law Office of Jason M. Chmielewski, P.C. April 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Indiana Republican Party July 2010 - September 2010
Education
DePaul University College of Law 2013 — 2016
Indiana University Bloomington 2009 — 2013
Bachelors, Political Science
Cortland Capital Market Services LLC November 2014 - August 2015
Levit & Lipshutz September 2014 - November 2014
The Law Office of Jason M. Chmielewski, P.C. April 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Indiana Republican Party July 2010 - September 2010
Education
DePaul University College of Law 2013 — 2016
Indiana University Bloomington 2009 — 2013
Bachelors, Political Science
Aaron C. Hansen Aaron C. Hansen's Merrill Lynch Experience August 2001 - February 2005
Job President of Hansen Scaffolding
Industry Construction
Experience
Hi-Lo Climbers LLC February 2005 - Present
Merrill Lynch August 2001 - February 2005
Skills
Budgets, Contract Negotiation, Strategic Planning, Business Development
Education
DePauw University 1997 — 2001
B.A.
Hi-Lo Climbers LLC February 2005 - Present
Merrill Lynch August 2001 - February 2005
Skills
Budgets, Contract Negotiation, Strategic Planning, Business Development
Education
DePauw University 1997 — 2001
B.A.
Martin McGuire Martin McGuire's Merrill Lynch Experience March 1983 - March 1984
Job Managing Director at TJM Investments, LLC
Industry Financial Services
Experience
TJM Investments, LLC September 2011 - Present
X-Change Financial Access January 2011 - August 2011
MF Global April 2008 - December 2010
RJ O'Brien and Associates March 2004 - March 2008
JP Morgan Securities Inc March 1987 - March 2004
Goldman Sachs March 1984 - March 1987
Merrill Lynch March 1983 - March 1984
Skills
Investments, Financial Markets, Electronic Trading, Technical Analysis, Derivatives, Bonds, Options, Fixed Income, Brokerage, Securities, Equity Derivatives, Arbitrage, Portfolio Management, Swaps, Trading, Hedge Funds, Commodity, Managed Futures, Hedging, Equities, Asset Management, Risk Management, Bloomberg, Capital Markets, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
Northern Illinois University 1980 — 1982
BS, Finance
TJM Investments, LLC September 2011 - Present
X-Change Financial Access January 2011 - August 2011
MF Global April 2008 - December 2010
RJ O'Brien and Associates March 2004 - March 2008
JP Morgan Securities Inc March 1987 - March 2004
Goldman Sachs March 1984 - March 1987
Merrill Lynch March 1983 - March 1984
Skills
Investments, Financial Markets, Electronic Trading, Technical Analysis, Derivatives, Bonds, Options, Fixed Income, Brokerage, Securities, Equity Derivatives, Arbitrage, Portfolio Management, Swaps, Trading, Hedge Funds, Commodity, Managed Futures, Hedging, Equities, Asset Management, Risk Management, Bloomberg, Capital Markets, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
Northern Illinois University 1980 — 1982
BS, Finance
Anisa Dima Anisa Dima's Merrill Lynch Experience July 2013 - Present
Job Senior Operation Specialist. at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch July 2013 - Present
ANDRICO MARITIME CO SA August 2009 - August 2012
All Friends Company S.A September 2008 - July 2009
DEREE-The American College of Greece February 2006 - June 2007
DEREE-The American College of Greece September 2004 - July 2005
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Teamwork, Financial Reporting, Analysis, Microsoft Office, Accounting, English, Access, Business Planning, Research, Microsoft Word, Budgets, Marketing, Banking
Education
American Heritage University of Southern California 2009 — 2010
Master of Business Administration (MBA)
Deree College 2004 — 2008
Bachelor of Science in Business Administration, Accounting and Finance
Merrill Lynch July 2013 - Present
ANDRICO MARITIME CO SA August 2009 - August 2012
All Friends Company S.A September 2008 - July 2009
DEREE-The American College of Greece February 2006 - June 2007
DEREE-The American College of Greece September 2004 - July 2005
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Teamwork, Financial Reporting, Analysis, Microsoft Office, Accounting, English, Access, Business Planning, Research, Microsoft Word, Budgets, Marketing, Banking
Education
American Heritage University of Southern California 2009 — 2010
Master of Business Administration (MBA)
Deree College 2004 — 2008
Bachelor of Science in Business Administration, Accounting and Finance
Clifford Sheffield Clifford Sheffield's Merrill Lynch Experience September 2007 - February 2009
Job Business Analyst/Programming Analyst at Advanced Public Safety
Industry Information Technology and Services
Experience
Advanced Public Safety October 2011 - September 2014
Advanced Public Safety, Inc. June 2011 - September 2011
RYDER SYSTEMS INC November 2009 - June 2011
Merrill Lynch September 2007 - February 2009
CSX ASSIGNMENT July 1997 - August 2006
PRUDENTIAL June 1988 - June 1997
Skills
SDLC, Requirements Analysis, Programming, Data Warehousing, DB2, Microsoft SQL Server, COBOL
Education
DeVry University 1984 — 1988
Bachelor of Computer Science - Management Information Systems (BCS-MIS)
Georgia Tech
Bachelor of Management Information Systems
University of Florida
Bachelor of Computer Science
Advanced Public Safety October 2011 - September 2014
Advanced Public Safety, Inc. June 2011 - September 2011
RYDER SYSTEMS INC November 2009 - June 2011
Merrill Lynch September 2007 - February 2009
CSX ASSIGNMENT July 1997 - August 2006
PRUDENTIAL June 1988 - June 1997
Skills
SDLC, Requirements Analysis, Programming, Data Warehousing, DB2, Microsoft SQL Server, COBOL
Education
DeVry University 1984 — 1988
Bachelor of Computer Science - Management Information Systems (BCS-MIS)
Georgia Tech
Bachelor of Management Information Systems
University of Florida
Bachelor of Computer Science
Jeff Repasky Jeff Repasky's Merrill Lynch Experience August 2009 - October 2011
Job Internal Sales Consultant, SunTrust Investment Services, Inc
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2015 - Present
Merrill Edge September 2011 - Present
Merrill Lynch August 2009 - October 2011
Everest Vending, LLC January 2005 - July 2009
Sterling Trading January 1998 - January 2003
Hotel Corporation January 1999 - January 2001
Rockrimmon Securities June 1993 - December 1998
Holiday Inn Worldwide January 1992 - May 1993
Merrill Anderson Co September 1988 - August 1991
Lakewood Hospital September 1986 - September 1988
Skills
Trading, Strategy, Series 7, Equities, Wealth Management, Leadership, Strategic Planning, Financial Modeling, Mergers, Finance, Management, Budgets, Portfolio Management, Strategic Financial...
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance
Financial Studies Trust I School
DePauw University 1982 — 1986
BA, Economics
Western Reserve Academy 1979 — 1982
College Prep
SunTrust Investment Services, Inc. June 2015 - Present
Merrill Edge September 2011 - Present
Merrill Lynch August 2009 - October 2011
Everest Vending, LLC January 2005 - July 2009
Sterling Trading January 1998 - January 2003
Hotel Corporation January 1999 - January 2001
Rockrimmon Securities June 1993 - December 1998
Holiday Inn Worldwide January 1992 - May 1993
Merrill Anderson Co September 1988 - August 1991
Lakewood Hospital September 1986 - September 1988
Skills
Trading, Strategy, Series 7, Equities, Wealth Management, Leadership, Strategic Planning, Financial Modeling, Mergers, Finance, Management, Budgets, Portfolio Management, Strategic Financial...
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance
Financial Studies Trust I School
DePauw University 1982 — 1986
BA, Economics
Western Reserve Academy 1979 — 1982
College Prep
Warinya Rojanasuwan Warinya Rojanasuwan's Merrill Lynch Experience September 2015 - Present
Job Associate at Merrill Lynch
Industry Legal Services
Experience
Merrill Lynch September 2015 - Present
Shama Wellness Center April 2015 - Present
Asiaen December 2012 - July 2013
Democratic Party June 2012 - August 2012
Diablo Valley College January 2012 - June 2012
Private Tutor April 2009 - February 2010
Skills
Social Networking, Customer Service, Public Speaking, Time Management, Event Planning, Team-oriented, Analytical Skills, Social Media, Marketing
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (B.A.), Legal Studies, Political Economy minor
Diablo Valley College 2010 — 2013
Merrill Lynch September 2015 - Present
Shama Wellness Center April 2015 - Present
Asiaen December 2012 - July 2013
Democratic Party June 2012 - August 2012
Diablo Valley College January 2012 - June 2012
Private Tutor April 2009 - February 2010
Skills
Social Networking, Customer Service, Public Speaking, Time Management, Event Planning, Team-oriented, Analytical Skills, Social Media, Marketing
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (B.A.), Legal Studies, Political Economy minor
Diablo Valley College 2010 — 2013
Elijah Selesnick Elijah Selesnick's Merrill Lynch Experience January 2012 - May 2012
Job Small Business Development
Industry Capital Markets
Experience
Uber March 2015 - Present
Merrill Lynch January 2012 - May 2012
Fleetway Leasing Co. 2011 - 2011
Colonial Automotive Group July 2007 - July 2010
Kirk's Suede Life, Inc.` July 1998 - July 2004
Skills
Automotive, Automobile, Sales Management, Internet Services, Management, CRM, Sales, E-commerce, Business Development, Customer Service, Call Centers, Finance, Microsoft Office, Pricing
Education
DeVry University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Uber March 2015 - Present
Merrill Lynch January 2012 - May 2012
Fleetway Leasing Co. 2011 - 2011
Colonial Automotive Group July 2007 - July 2010
Kirk's Suede Life, Inc.` July 1998 - July 2004
Skills
Automotive, Automobile, Sales Management, Internet Services, Management, CRM, Sales, E-commerce, Business Development, Customer Service, Call Centers, Finance, Microsoft Office, Pricing
Education
DeVry University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Rose Lobrino's Merrill Lynch Experience July 2015 - Present
Job CA Global Wealth & Investment Management
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Trulia April 2014 - July 2015
Trulia January 2014 - April 2014
Trulia August 2013 - December 2013
Trulia March 2012 - August 2013
Home Savings of America June 2009 - March 2012
Gryphon Financial Services May 2008 - December 2008
Puma October 2007 - May 2008
J.Crew October 2007 - May 2008
Skills
Online Marketing, Online Advertising, Salesforce.com, Advertising, Sales, Retail Banking, Customer Service, Marketing, Account Management, Product Launch, Product Review, Cold Calling, Reviews, Management, Selling, Sales Process, Direct Sales, Customer Retention, Sales Presentations, Sales Operations, CRM, Real Estate, Lead Generation, B2B, Customer Acquisition, Sales Management, Customer Satisfaction, Email Marketing, Social Networking
Education
Diablo Valley College
Ygancio Valley High School
Merrill Lynch July 2015 - Present
Trulia April 2014 - July 2015
Trulia January 2014 - April 2014
Trulia August 2013 - December 2013
Trulia March 2012 - August 2013
Home Savings of America June 2009 - March 2012
Gryphon Financial Services May 2008 - December 2008
Puma October 2007 - May 2008
J.Crew October 2007 - May 2008
Skills
Online Marketing, Online Advertising, Salesforce.com, Advertising, Sales, Retail Banking, Customer Service, Marketing, Account Management, Product Launch, Product Review, Cold Calling, Reviews, Management, Selling, Sales Process, Direct Sales, Customer Retention, Sales Presentations, Sales Operations, CRM, Real Estate, Lead Generation, B2B, Customer Acquisition, Sales Management, Customer Satisfaction, Email Marketing, Social Networking
Education
Diablo Valley College
Ygancio Valley High School
Adam Ford Adam Ford's Merrill Lynch Experience January 2007 - February 2007
Job at Allscripts
Industry Hospital & Health Care
Experience
Allscripts September 2012 - Present
Allscripts June 2011 - August 2012
Allscripts July 2008 - June 2011
SIRVA May 2007 - September 2007
Merrill Lynch January 2007 - February 2007
Skills
Vendor Management, EHR, Account Management, Sales Process, Sales, Cold Calling, New Business Development, Portfolio Management, Healthcare, Solution Selling, Strategic Planning, Strategy, Leadership, Selling
Education
DePauw University 2004 — 2008
Bachelors, Communication, Economics
DePauw University 2004 — 2008
Bachelor of Arts, Communications, Economics
Allscripts September 2012 - Present
Allscripts June 2011 - August 2012
Allscripts July 2008 - June 2011
SIRVA May 2007 - September 2007
Merrill Lynch January 2007 - February 2007
Skills
Vendor Management, EHR, Account Management, Sales Process, Sales, Cold Calling, New Business Development, Portfolio Management, Healthcare, Solution Selling, Strategic Planning, Strategy, Leadership, Selling
Education
DePauw University 2004 — 2008
Bachelors, Communication, Economics
DePauw University 2004 — 2008
Bachelor of Arts, Communications, Economics
Andy Stanley Andy Stanley's Merrill Lynch Experience December 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Bakersfield Museum of Art 2013 - 2013
Leadership Bakersfield 2013 - 2013
The Rotary Club of Bakersfield West 2013 - 2013
Supervisor Karen Goh January 2011 - December 2012
Kern County January 2008 - January 2011
U.S. House of Representatives January 2007 - December 2007
California State Assembly April 2004 - December 2006
Skills
Public Speaking, Nonprofits, Community Outreach, Strategic Planning, Leadership, Event Planning, Financial Analysis, Strategic Financial..., Strategic Communications, Social Media, Customer Service, Marketing, Team Building, Media Relations, Investments, Budgets, Government, Program Development, Research, Small Business, Event Management, Insurance, Wealth Management, Financial Planning
Education
DePauw University 1994 — 1998
BA, Political Science, Economics
Merrill Lynch December 2012 - Present
Bakersfield Museum of Art 2013 - 2013
Leadership Bakersfield 2013 - 2013
The Rotary Club of Bakersfield West 2013 - 2013
Supervisor Karen Goh January 2011 - December 2012
Kern County January 2008 - January 2011
U.S. House of Representatives January 2007 - December 2007
California State Assembly April 2004 - December 2006
Skills
Public Speaking, Nonprofits, Community Outreach, Strategic Planning, Leadership, Event Planning, Financial Analysis, Strategic Financial..., Strategic Communications, Social Media, Customer Service, Marketing, Team Building, Media Relations, Investments, Budgets, Government, Program Development, Research, Small Business, Event Management, Insurance, Wealth Management, Financial Planning
Education
DePauw University 1994 — 1998
BA, Political Science, Economics
Gina Murillo Gina Murillo's Merrill Lynch Experience September 2004 - November 2005
Job Associate at Freeborn & Peters LLP
Industry Real Estate
Experience
Freeborn & Peters LLP August 2014 - Present
General Growth Properties, Inc. February 2012 - August 2014
General Growth Properties November 2005 - February 2013
Merrill Lynch September 2004 - November 2005
Schwartz Cooper Chartered (merged into Dykema) January 2002 - September 2004
Education
DePaul University College of Law 2006 — 2010
Juris Doctor (J.D.)
Elmhurst College 1999 — 2001
B.S.
Freeborn & Peters LLP August 2014 - Present
General Growth Properties, Inc. February 2012 - August 2014
General Growth Properties November 2005 - February 2013
Merrill Lynch September 2004 - November 2005
Schwartz Cooper Chartered (merged into Dykema) January 2002 - September 2004
Education
DePaul University College of Law 2006 — 2010
Juris Doctor (J.D.)
Elmhurst College 1999 — 2001
B.S.
Andrew Leal Andrew Leal's Merrill Lynch Experience February 2007 - September 2008
Job VP / Treasury Mangement Consultant at Wells Fargo Bank (Treasury Management)
Industry Financial Services
Experience
Wells Fargo Bank N.A. January 2012 - Present
Wells Fargo Bank N.A. April 2011 - January 2012
Wells Fargo Bank N.A. September 2008 - April 2011
Merrill Lynch February 2007 - September 2008
Wachovia, A Wells Fargo Company September 2002 - February 2007
Skills
Banking, Loans, Credit, Treasury Management, Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Cash Management, Credit Analysis, Investments, Mortgage Lending, Risk Management, Relationship Management, Small Business Lending, Financial Risk, Cross Selling, Financial Services
Education
San Francisco State University, College of Business 2004 — 2006
BS, Finance
Diablo Valley College 2001 — 2004
General Education
Wells Fargo Bank N.A. January 2012 - Present
Wells Fargo Bank N.A. April 2011 - January 2012
Wells Fargo Bank N.A. September 2008 - April 2011
Merrill Lynch February 2007 - September 2008
Wachovia, A Wells Fargo Company September 2002 - February 2007
Skills
Banking, Loans, Credit, Treasury Management, Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Cash Management, Credit Analysis, Investments, Mortgage Lending, Risk Management, Relationship Management, Small Business Lending, Financial Risk, Cross Selling, Financial Services
Education
San Francisco State University, College of Business 2004 — 2006
BS, Finance
Diablo Valley College 2001 — 2004
General Education
Charles Vail's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch: The Hearne Group January 2014 - Present
Merrill Lynch January 2014 - Present
Merrill Edge October 2012 - December 2013
Merrill Lynch June 2004 - October 2012
Guardian Life November 2003 - June 2004
Ivy Mortgage November 2002 - October 2003
Skills
Equities, Finance, Art, Wealth Management..., Series 7, Series 66, Six Sigma, Health Insurance, Life Insurance, Microsoft Excel, Microsoft Word, Adobe Acrobat, Mutual Funds, Fixed Income, ETFs, Omgeo Oasys, Yoga Instruction, Children's Yoga, Customer Service, Securities, Microsoft Office, Banking, Social Media, Wealth Management, Retirement Planning, Investments, Insurance, Salesforce.com, ADRs, Currency Exchange, Forklift Operation, 529 Plans, DTC, Fixed Annuities, Variable Annuities, Retirement Savings
Education
DeSales University
Northampton Community College
Associate of Arts (AA)
Merrill Lynch: The Hearne Group January 2014 - Present
Merrill Lynch January 2014 - Present
Merrill Edge October 2012 - December 2013
Merrill Lynch June 2004 - October 2012
Guardian Life November 2003 - June 2004
Ivy Mortgage November 2002 - October 2003
Skills
Equities, Finance, Art, Wealth Management..., Series 7, Series 66, Six Sigma, Health Insurance, Life Insurance, Microsoft Excel, Microsoft Word, Adobe Acrobat, Mutual Funds, Fixed Income, ETFs, Omgeo Oasys, Yoga Instruction, Children's Yoga, Customer Service, Securities, Microsoft Office, Banking, Social Media, Wealth Management, Retirement Planning, Investments, Insurance, Salesforce.com, ADRs, Currency Exchange, Forklift Operation, 529 Plans, DTC, Fixed Annuities, Variable Annuities, Retirement Savings
Education
DeSales University
Northampton Community College
Associate of Arts (AA)
Thomas Semba Thomas Semba's Merrill Lynch Experience May 2013 - August 2013
Job at
Industry
Experience
Charles Schwab 2015 - Present
DePauw University August 2011 - Present
Henning Carey Proprietary Trading June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management
Education
DePauw University 2011 — 2015
Fenwick High School 2007 — 2011
Charles Schwab 2015 - Present
DePauw University August 2011 - Present
Henning Carey Proprietary Trading June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management
Education
DePauw University 2011 — 2015
Fenwick High School 2007 — 2011
Amy Kaikis Amy Kaikis's Merrill Lynch Experience January 2010 - August 2010
Job Attorney at Dayton & Kaikis, PC
Industry Law Practice
Experience
Dayton & Kaikis, PC March 2013 - Present
LDB and Assoc. June 2012 - February 2013
Schoen Browne P.C. September 2010 - May 2011
Merrill Lynch January 2010 - August 2010
Skills
Westlaw, Due Diligence, Legal Assistance, Mediation, Employment Law, Contract Negotiation, Real Estate, Real Estate Transactions, Negotiation, Microsoft Office, Research, PowerPoint, Microsoft Excel, Public Speaking, Energy, Petroleum, Corporate Finance, Gas
Education
DePaul University College of Law 2009 — 2011
Doctor of Law (J.D.), Law
Duquesne University 2003 — 2007
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Dayton & Kaikis, PC March 2013 - Present
LDB and Assoc. June 2012 - February 2013
Schoen Browne P.C. September 2010 - May 2011
Merrill Lynch January 2010 - August 2010
Skills
Westlaw, Due Diligence, Legal Assistance, Mediation, Employment Law, Contract Negotiation, Real Estate, Real Estate Transactions, Negotiation, Microsoft Office, Research, PowerPoint, Microsoft Excel, Public Speaking, Energy, Petroleum, Corporate Finance, Gas
Education
DePaul University College of Law 2009 — 2011
Doctor of Law (J.D.), Law
Duquesne University 2003 — 2007
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Mark Ribeiro's Merrill Lynch Experience 2005 - 2009
Job Director & Founder at Healthjump Inc.
Industry Internet
Experience
Healthjump Inc. 2013 - Present
AGC Partners 2012 - 2012
Russell, Sturgis & Co. 2009 - 2012
Merrill Lynch 2005 - 2009
Morgan Stanley 2000 - 2003
Lehman Brothers 1999 - 2000
Merrill Lynch 1997 - 1999
Brown Brothers Harriman January 1996 - January 1997
Overseas Private Investment Corporation 1995 - 1996
Cargill Investor Services 1995 - 1995
Skills
Financial Modeling, Equity Research, Valuation, Equities, Private Equity, Investment Banking, Asset Management, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Investments, Portfolio Management, Capital Markets, Financial Advisory, Project Finance, Fixed Income, Alternative Investments, Venture Capital, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Business Strategy, Strategy
Education
Yale University - Yale School of Management 2003 — 2005
MBA
American University, Washington D.C 1994 — 1996
MA
Dickinson College
BA
Healthjump Inc. 2013 - Present
AGC Partners 2012 - 2012
Russell, Sturgis & Co. 2009 - 2012
Merrill Lynch 2005 - 2009
Morgan Stanley 2000 - 2003
Lehman Brothers 1999 - 2000
Merrill Lynch 1997 - 1999
Brown Brothers Harriman January 1996 - January 1997
Overseas Private Investment Corporation 1995 - 1996
Cargill Investor Services 1995 - 1995
Skills
Financial Modeling, Equity Research, Valuation, Equities, Private Equity, Investment Banking, Asset Management, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Investments, Portfolio Management, Capital Markets, Financial Advisory, Project Finance, Fixed Income, Alternative Investments, Venture Capital, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Business Strategy, Strategy
Education
Yale University - Yale School of Management 2003 — 2005
MBA
American University, Washington D.C 1994 — 1996
MA
Dickinson College
BA
John Muncan John Muncan's Merrill Lynch Experience October 1994 - December 1995
Job SR Network Engineer at Canon
Industry Information Technology and Services
Experience
Canon USA June 2002 - Present
Olympus September 1998 - June 2002
Bloomberg 1997 - 1998
Dow Jones Telerate December 1995 - August 1997
MERRILL LYNCH October 1994 - December 1995
AXA Equitable November 1991 - October 1994
AVIS RENT A CAR SYSTEMS February 1990 - November 1991
NASDAQ June 1988 - January 1990
Oppenheimer & Co. April 1985 - June 1988
ADP June 1980 - October 1983
Skills
Cisco Technologies, Routers, Data Center, WAN, VPN, Routing, Switches, Firewalls, Networking, TCP/IP, Troubleshooting, Disaster Recovery, MPLS, Load Balancing, IP, QoS, Network Design, Network Administration, LAN-WAN, Network Architecture, Vendor Management, Network Engineering, Cisco IOS, Network Security, Frame Relay, EIGRP, Integration, Telecommunications, Technical Documentation, Project Management, Cisco Nexus, Routing Protocols, Market Data, OSPF, BGP, Cisco Certified, CCNP, F5 BigIP, PIX, ASA, IPSec, VoIP, Sniffer, Riverbed, DLSW, Catalyst Switches, RIP, Cisco Routers, Juniper, F5 Viprion
Education
DeVry University 2006 — 2011
Bachelor of Science, Technical Management, Business Administration and Management, General, 3.16
Canon USA June 2002 - Present
Olympus September 1998 - June 2002
Bloomberg 1997 - 1998
Dow Jones Telerate December 1995 - August 1997
MERRILL LYNCH October 1994 - December 1995
AXA Equitable November 1991 - October 1994
AVIS RENT A CAR SYSTEMS February 1990 - November 1991
NASDAQ June 1988 - January 1990
Oppenheimer & Co. April 1985 - June 1988
ADP June 1980 - October 1983
Skills
Cisco Technologies, Routers, Data Center, WAN, VPN, Routing, Switches, Firewalls, Networking, TCP/IP, Troubleshooting, Disaster Recovery, MPLS, Load Balancing, IP, QoS, Network Design, Network Administration, LAN-WAN, Network Architecture, Vendor Management, Network Engineering, Cisco IOS, Network Security, Frame Relay, EIGRP, Integration, Telecommunications, Technical Documentation, Project Management, Cisco Nexus, Routing Protocols, Market Data, OSPF, BGP, Cisco Certified, CCNP, F5 BigIP, PIX, ASA, IPSec, VoIP, Sniffer, Riverbed, DLSW, Catalyst Switches, RIP, Cisco Routers, Juniper, F5 Viprion
Education
DeVry University 2006 — 2011
Bachelor of Science, Technical Management, Business Administration and Management, General, 3.16
Jaenneke Wolf's Merrill Lynch Experience September 2005 - March 2009
Job Director of Marketing at GlobalView
Industry Financial Services
Experience
GlobalView Software May 2009 - Present
Merrill Lynch September 2005 - March 2009
ABN AMRO May 2002 - August 2005
Skills
Online Marketing, Marketing, Salesforce.com, Project Management, Advertising, Event Planning, Marketing Strategy, Marketing Communications, Marketing Management, Social Media Marketing, Direct Marketing, Copywriting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Marketing
Miami University 1996 — 2000
BS, Marketing
GlobalView Software May 2009 - Present
Merrill Lynch September 2005 - March 2009
ABN AMRO May 2002 - August 2005
Skills
Online Marketing, Marketing, Salesforce.com, Project Management, Advertising, Event Planning, Marketing Strategy, Marketing Communications, Marketing Management, Social Media Marketing, Direct Marketing, Copywriting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Marketing
Miami University 1996 — 2000
BS, Marketing
Kurtis Beadling Kurtis Beadling's Merrill Lynch Experience August 2011 - August 2012
Job Trader at Tower Hill Trading
Industry Financial Services
Experience
Tower Hill Trading September 2014 - Present
TD March 2013 - April 2014
Merrill Lynch August 2011 - August 2012
Fabricated Compnents & Assemblies July 2010 - August 2010
The UPS Store June 2005 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Modeling, Financial Analysis, Economics, PowerPoint, Customer Service, Data Analysis, Accounting
Education
DePauw University 2007 — 2011
Bachelor of Arts, Economics
Tower Hill Trading September 2014 - Present
TD March 2013 - April 2014
Merrill Lynch August 2011 - August 2012
Fabricated Compnents & Assemblies July 2010 - August 2010
The UPS Store June 2005 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Modeling, Financial Analysis, Economics, PowerPoint, Customer Service, Data Analysis, Accounting
Education
DePauw University 2007 — 2011
Bachelor of Arts, Economics
Annamarie Maruca's Merrill Lynch Experience July 2015 - Present
Job Client Service Representative at Merrill Lynch
Industry Human Resources
Experience
Merrill Lynch July 2015 - Present
Hamilton Township Public Schools December 2013 - Present
Positive Impact, Inc. May 2015 - July 2015
Positive Impact, Inc. January 2015 - May 2015
State of New Jersey December 2011 - January 2015
Rider University May 2013 - December 2013
Physical Therapy Associates of Mercer County May 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Windows, Matlab, Event Planning, Time Management, Leadership, Determination, Great Motivator, Administration, Access, Facebook, Management, Marketing, Sales, Training, Social Networking, Event Management, Public Relations
Education
Rider University 2011 — 2015
DeSales University 2011 — 2011
Merrill Lynch July 2015 - Present
Hamilton Township Public Schools December 2013 - Present
Positive Impact, Inc. May 2015 - July 2015
Positive Impact, Inc. January 2015 - May 2015
State of New Jersey December 2011 - January 2015
Rider University May 2013 - December 2013
Physical Therapy Associates of Mercer County May 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Windows, Matlab, Event Planning, Time Management, Leadership, Determination, Great Motivator, Administration, Access, Facebook, Management, Marketing, Sales, Training, Social Networking, Event Management, Public Relations
Education
Rider University 2011 — 2015
DeSales University 2011 — 2011
Herb Seitz Herb Seitz's Merrill Lynch Experience 2002 - 2008
Job Sr. Vice President , Corporate Risk at Northern Trust
Industry Banking
Experience
Northern Trust July 2011 - Present
HSBC November 2008 - June 2011
Merrill Lynch 2002 - 2008
Jefferson Wells 2001 - 2002
Transamerica 1997 - 2001
Skills
Credit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Marquette University 1989 — 1993
BS, Finance
Northern Trust July 2011 - Present
HSBC November 2008 - June 2011
Merrill Lynch 2002 - 2008
Jefferson Wells 2001 - 2002
Transamerica 1997 - 2001
Skills
Credit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Marquette University 1989 — 1993
BS, Finance
Pat Tobler, QKA's Merrill Lynch Experience April 2001 - July 2003
Job Director, Enterprise Project Management at Ascensus
Industry Financial Services
Experience
Ascensus April 2013 - Present
Vanguard October 2011 - April 2013
Vanguard June 2009 - December 2011
Vanguard July 2004 - June 2009
BISYS Fund Services July 2003 - July 2004
Merrill Lynch April 2001 - July 2003
Merrill Lynch February 2000 - April 2001
Skills
People Development, Team Leadership, Project Management, Strategic Planning, Six Sigma, Strategy, Retirement, Team Management, Leadership, Management, Process Improvement, Business Process..., Change Management, Risk Management, Cross-functional Team..., Business Analysis, Team Building, Financial Analysis, Analysis, Program Management, Financial Services, SDLC, Vendor Management, Insurance, Relationship Management, CRM, Pensions, Portfolio Management, Mutual Funds, Finance
Education
DeSales University 1990 — 1994
Bachelor of Science, Accounting
Cardinal Dougherty High School 1987 — 1990
Ascensus April 2013 - Present
Vanguard October 2011 - April 2013
Vanguard June 2009 - December 2011
Vanguard July 2004 - June 2009
BISYS Fund Services July 2003 - July 2004
Merrill Lynch April 2001 - July 2003
Merrill Lynch February 2000 - April 2001
Skills
People Development, Team Leadership, Project Management, Strategic Planning, Six Sigma, Strategy, Retirement, Team Management, Leadership, Management, Process Improvement, Business Process..., Change Management, Risk Management, Cross-functional Team..., Business Analysis, Team Building, Financial Analysis, Analysis, Program Management, Financial Services, SDLC, Vendor Management, Insurance, Relationship Management, CRM, Pensions, Portfolio Management, Mutual Funds, Finance
Education
DeSales University 1990 — 1994
Bachelor of Science, Accounting
Cardinal Dougherty High School 1987 — 1990
Alexander Riggs's Merrill Lynch Experience June 2011 - July 2011
Job Teacher at Phoenix Multicultural Academy
Industry Information Technology and Services
Experience
Phoenix Multicultural Academy July 2013 - Present
Teach For America January 2013 - Present
Teach for America August 2012 - May 2013
LIFT Communities April 2012 - August 2012
Merrill Lynch June 2011 - July 2011
Skills
Public Speaking, Spanish, Non-profits, Economics, Social Media, Fundraising, PowerPoint, Research, Microsoft Office, SPSS, Microsoft Excel, Event Planning, Editing, Data Analysis, Microsoft Word
Education
DePauw University 2009 — 2013
Behavioral Economics, Economics, 3.58/4.00
Phoenix Multicultural Academy July 2013 - Present
Teach For America January 2013 - Present
Teach for America August 2012 - May 2013
LIFT Communities April 2012 - August 2012
Merrill Lynch June 2011 - July 2011
Skills
Public Speaking, Spanish, Non-profits, Economics, Social Media, Fundraising, PowerPoint, Research, Microsoft Office, SPSS, Microsoft Excel, Event Planning, Editing, Data Analysis, Microsoft Word
Education
DePauw University 2009 — 2013
Behavioral Economics, Economics, 3.58/4.00
Matthew Welgat, J.D., CFP® Matthew Welgat, J.D., CFP®'s Merrill Lynch Experience May 2003 - April 2005
Job President at Welgat Wealth Management, LLC
Industry Financial Services
Experience
Welgat Wealth Management, LLC April 2005 - Present
Merrill Lynch May 2003 - April 2005
Trust Company of Illinois December 2000 - May 2003
Skills
Financial Planning, Estate Planning, Investments, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation
Education
DePaul University College of Law 1997 — 2000
J.D.
North Central College
B.A.
Welgat Wealth Management, LLC April 2005 - Present
Merrill Lynch May 2003 - April 2005
Trust Company of Illinois December 2000 - May 2003
Skills
Financial Planning, Estate Planning, Investments, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation
Education
DePaul University College of Law 1997 — 2000
J.D.
North Central College
B.A.
Enrico Lagman Enrico Lagman's Merrill Lynch Experience July 2012 - July 2014
Job Senior Consultant at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Hedge Fund Services July 2014 - Present
Vision Quest Coaching Services May 2010 - Present
Merrill Lynch July 2012 - July 2014
Vision Quest Coaching Services 2010 - 2012
Yorktown Mall Kiosk 2011 - 2011
Yorktown Mall Kiosk 2010 - 2011
Merrill Lynch April 1999 - January 2009
Lind-Waldock 1997 - 1999
Skills
Valuation, Asset Managment, Portfolio Management, Derivatives, Financial Analysis, Financial Modeling, Capital Markets, Investments, Analytics, Equities, Hedge Funds, Trading, Data Analysis, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
mba, Finance
University of Illinois at Chicago 1993 — 1998
BS, Finance
Northern Trust Hedge Fund Services July 2014 - Present
Vision Quest Coaching Services May 2010 - Present
Merrill Lynch July 2012 - July 2014
Vision Quest Coaching Services 2010 - 2012
Yorktown Mall Kiosk 2011 - 2011
Yorktown Mall Kiosk 2010 - 2011
Merrill Lynch April 1999 - January 2009
Lind-Waldock 1997 - 1999
Skills
Valuation, Asset Managment, Portfolio Management, Derivatives, Financial Analysis, Financial Modeling, Capital Markets, Investments, Analytics, Equities, Hedge Funds, Trading, Data Analysis, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
mba, Finance
University of Illinois at Chicago 1993 — 1998
BS, Finance
Kaitlin Kokolus Betley, PHR, MBA's Merrill Lynch Experience August 2008 - March 2009
Job Human Resources Generalist II at Comcast
Industry Human Resources
Experience
Comcast September 2014 - Present
Comcast February 2013 - September 2014
Canon Financial Services, Inc. October 2011 - February 2013
Canon Financial Services, Inc. June 2010 - October 2011
Comcast August 2009 - June 2010
Merrill Lynch August 2008 - March 2009
Merrill Lynch July 2007 - August 2008
Wilkes University August 2006 - July 2007
Skills
Leadership Development, Talent Acquisition, Onboarding, Talent Management, Applicant Tracking..., College Recruiting, HRIS, PeopleSoft, New Hire Orientations, Resume Writing, Benefits Administration, Customer Service, Employee Engagement, Human Resources, Employee Relations, Temporary Placement, Labor Relations, Recruiting, HR Policies, Hiring, Interviews, Succession Planning, Organizational..., Coaching, Screening, Management, Time Management, Performance Management, Workforce Planning, Leadership, Employee Benefits, Payroll, FMLA, Screening Resumes, Personnel Management, Job Fairs, Career Development, Employee Training, Employer Branding, Internet Recruiting, Training
Education
Lafayette College 2002 — 2006
B.A, Government & Law
DeSales University 2007 — 2009
MBA, Management
Comcast September 2014 - Present
Comcast February 2013 - September 2014
Canon Financial Services, Inc. October 2011 - February 2013
Canon Financial Services, Inc. June 2010 - October 2011
Comcast August 2009 - June 2010
Merrill Lynch August 2008 - March 2009
Merrill Lynch July 2007 - August 2008
Wilkes University August 2006 - July 2007
Skills
Leadership Development, Talent Acquisition, Onboarding, Talent Management, Applicant Tracking..., College Recruiting, HRIS, PeopleSoft, New Hire Orientations, Resume Writing, Benefits Administration, Customer Service, Employee Engagement, Human Resources, Employee Relations, Temporary Placement, Labor Relations, Recruiting, HR Policies, Hiring, Interviews, Succession Planning, Organizational..., Coaching, Screening, Management, Time Management, Performance Management, Workforce Planning, Leadership, Employee Benefits, Payroll, FMLA, Screening Resumes, Personnel Management, Job Fairs, Career Development, Employee Training, Employer Branding, Internet Recruiting, Training
Education
Lafayette College 2002 — 2006
B.A, Government & Law
DeSales University 2007 — 2009
MBA, Management
Jeannine A. Bryan [LION]'s Merrill Lynch Experience April 1993 - September 1996
Job GIT Change Manager, Oracle Corporation
Industry Information Technology and Services
Experience
Oracle April 2014 - Present
CSC - Computer Science Corporation November 2010 - March 2014
CSC - Computer Science Corporation July 2006 - November 2010
Jackson Health System June 1999 - July 2006
Rumberger, Kirk & Caldwell September 1996 - June 1999
Merrill Lynch April 1993 - September 1996
Skills
RFP, Contract Negotiation, Purchasing, Corporate Training, PMP, Project Management, Process Improvement, Software Documentation, Program Management, Visio, MS Project, IT Management, System Administration, Troubleshooting, ERP, Leadership, Management, Network Administration, Security, Testing, Databases, Networking, Active Directory, Data Center, Servers
Education
Manhattan College 1991 — 1993
Graduate Credits - MBA
DeVry Institute of Technology 1983 — 1987
B.S., Computer Information Systems
Mt. Vernon High School 1979 — 1982
Oracle April 2014 - Present
CSC - Computer Science Corporation November 2010 - March 2014
CSC - Computer Science Corporation July 2006 - November 2010
Jackson Health System June 1999 - July 2006
Rumberger, Kirk & Caldwell September 1996 - June 1999
Merrill Lynch April 1993 - September 1996
Skills
RFP, Contract Negotiation, Purchasing, Corporate Training, PMP, Project Management, Process Improvement, Software Documentation, Program Management, Visio, MS Project, IT Management, System Administration, Troubleshooting, ERP, Leadership, Management, Network Administration, Security, Testing, Databases, Networking, Active Directory, Data Center, Servers
Education
Manhattan College 1991 — 1993
Graduate Credits - MBA
DeVry Institute of Technology 1983 — 1987
B.S., Computer Information Systems
Mt. Vernon High School 1979 — 1982
Paul Justice's Merrill Lynch Experience 2000 - 2004
Job Director, Fund Research Methodology at Morningstar
Industry Financial Services
Experience
Morningstar December 2012 - Present
Morningstar November 2009 - December 2012
Morningstar June 2008 - November 2009
Morningstar October 2004 - May 2008
Merrill Lynch 2000 - 2004
MFS 1997 - 1997
Skills
ETFs, Equities, Economics, Finance, Morningstar, Asset, Closed-end Funds, Separately Managed..., Equity Research, Mutual Funds, Asset Allocation, Equity Valuation, Alternative Investments, Hedge Funds, Series 7, Investment Strategies, Bloomberg, Fixed Income, Investment Management, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Masters, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
B.A., Economics
Morningstar December 2012 - Present
Morningstar November 2009 - December 2012
Morningstar June 2008 - November 2009
Morningstar October 2004 - May 2008
Merrill Lynch 2000 - 2004
MFS 1997 - 1997
Skills
ETFs, Equities, Economics, Finance, Morningstar, Asset, Closed-end Funds, Separately Managed..., Equity Research, Mutual Funds, Asset Allocation, Equity Valuation, Alternative Investments, Hedge Funds, Series 7, Investment Strategies, Bloomberg, Fixed Income, Investment Management, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Masters, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
B.A., Economics
Richard Zander's Merrill Lynch Experience November 2005 - January 2006
Job Management Consultant
Industry Financial Services
Experience
Deloitte January 2015 - Present
Northern Trust Asset Management September 2014 - January 2015
Northern Trust Asset Management July 2011 - September 2014
Northern Trust Global Investments December 2009 - July 2011
Northern Trust Global Investments February 2007 - December 2009
Addison Group December 2006 - February 2007
BP March 2006 - February 2007
Ameriprise Financial Services, Inc. August 2006 - October 2006
Merrill Lynch November 2005 - January 2006
Skills
Asset Management, Equities, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Derivatives, Alternative Investments, Investment Management, Corporate Actions, ETFs, Series 7, Bloomberg Terminal, Account Reconciliation, Securities, Settlement, Financial Markets, Finance, Emerging Markets, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Finance (MSF), Finance, General, 3.70
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Investment Management and Operations Management, 3.98
University of Illinois at Chicago 2002 — 2006
BS, Management and Finance
2016 Level III Candidate in the CFA Program
Passed Level I and II of the CFA Program
Deloitte January 2015 - Present
Northern Trust Asset Management September 2014 - January 2015
Northern Trust Asset Management July 2011 - September 2014
Northern Trust Global Investments December 2009 - July 2011
Northern Trust Global Investments February 2007 - December 2009
Addison Group December 2006 - February 2007
BP March 2006 - February 2007
Ameriprise Financial Services, Inc. August 2006 - October 2006
Merrill Lynch November 2005 - January 2006
Skills
Asset Management, Equities, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Derivatives, Alternative Investments, Investment Management, Corporate Actions, ETFs, Series 7, Bloomberg Terminal, Account Reconciliation, Securities, Settlement, Financial Markets, Finance, Emerging Markets, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Finance (MSF), Finance, General, 3.70
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Investment Management and Operations Management, 3.98
University of Illinois at Chicago 2002 — 2006
BS, Management and Finance
2016 Level III Candidate in the CFA Program
Passed Level I and II of the CFA Program
Igor Garber's Merrill Lynch Experience 2005 - 2006
Job Technical Delivery Manager at Morgan Stanley
Industry Information Technology and Services
Experience
LoanLogics, Inc. June 2012 - July 2013
JPMorgan Chase April 2006 - June 2012
Bear Stearns April 2006 - May 2008
Merrill Lynch 2005 - 2006
Net2Phone 2001 - 2002
Info Technologies, Inc. January 2000 - September 2001
Outercurve Inc. 2000 - 2001
TSL Inc January 1998 - January 1999
ION Networks 1997 - 1999
ION Networks 1997 - 1999
Skills
Trading Systems, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Prime Brokerage, Middle Office, Equity Derivatives, Market Data, Securities, Options, Portfolio Management, Cross-functional Team..., Team Management, Project Management, Virtual Teams
Education
DeVry University 1995 — 1997
Associate of Arts and Sciences (AAS), IT
LoanLogics, Inc. June 2012 - July 2013
JPMorgan Chase April 2006 - June 2012
Bear Stearns April 2006 - May 2008
Merrill Lynch 2005 - 2006
Net2Phone 2001 - 2002
Info Technologies, Inc. January 2000 - September 2001
Outercurve Inc. 2000 - 2001
TSL Inc January 1998 - January 1999
ION Networks 1997 - 1999
ION Networks 1997 - 1999
Skills
Trading Systems, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Prime Brokerage, Middle Office, Equity Derivatives, Market Data, Securities, Options, Portfolio Management, Cross-functional Team..., Team Management, Project Management, Virtual Teams
Education
DeVry University 1995 — 1997
Associate of Arts and Sciences (AAS), IT
Mo Guilfoile's Merrill Lynch Experience April 2004 - October 2010
Job Executive Director and Associate General Counsel at CME Group
Industry Financial Services
Experience
CME Group September 2015 - Present
ABN AMRO Clearing Chicago LLC October 2012 - September 2015
Katten Muchin Rosenman LLP October 2010 - October 2012
Merrill Lynch April 2004 - October 2010
ABN AMRO Inc. January 1996 - April 2004
The Chicago Corporation September 1990 - January 1996
Skills
Securities, Trading, Equities, Derivatives, Proprietary Trading, Options, Financial Risk, Corporate Finance, Financial Markets, FINRA, Electronic Trading, Investments
Education
DePaul University College of Law 1988 — 1991
JD
University of Illinois at Urbana-Champaign 1984 — 1988
CME Group September 2015 - Present
ABN AMRO Clearing Chicago LLC October 2012 - September 2015
Katten Muchin Rosenman LLP October 2010 - October 2012
Merrill Lynch April 2004 - October 2010
ABN AMRO Inc. January 1996 - April 2004
The Chicago Corporation September 1990 - January 1996
Skills
Securities, Trading, Equities, Derivatives, Proprietary Trading, Options, Financial Risk, Corporate Finance, Financial Markets, FINRA, Electronic Trading, Investments
Education
DePaul University College of Law 1988 — 1991
JD
University of Illinois at Urbana-Champaign 1984 — 1988
Gina Finkelstein's Merrill Lynch Experience September 2001 - September 2002
Job Tealeaf Event and Reporting Developer
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo October 2013 - January 2015
Family Residence March 2013 - October 2013
Choice Hotels International January 2011 - March 2013
Choice Hotels International February 2007 - January 2011
Choice Hotels International, Inc. February 2005 - February 2007
Bank of America January 2005 - February 2005
Bank of America April 2003 - February 2005
Sales Quality Research Group September 2002 - March 2003
Merrill Lynch September 2001 - September 2002
Skills
SEO, Analysis, User Experience, Budgets, E-commerce, Usability Testing, Training, Customer Service, Domain Registration, Project Management, Omniture, Social Media Marketing, Vendor Management, Domain Analysis, Brand Management, Revenue Analysis, Quality Assurance, Domain Portfolio..., Communication, Domain Name Acquisition, Research, Online Brand Protection, User Interface Design, Website Compliance, User-centered Design, Technical Writing, Heuristic Evaluation, Help Desk Support, Domain Management, Websites, Social Media Measurement, Tealeaf, Compliance, Web Content Optimization, Software Documentation, Morae, iPerceptions, Writing, Budget Management, Mobile User Experience..., Tablet User Experience..., Social Media Monitoring, Paper Prototyping, Heuristic Analysis, Management of small..., Customer Experience..., Fiddler, User Experience Testing, Multiple Project..., Behavior Analysis
Education
DeVry University Phoenix, AZ 2000 — 2001
B.S., I.T. w/Client Server emphasis, 3.63 CUM LAUDE
University of Arizona 1995 — 2000
B.S.B.A., Marketing, Major GPA: 3.65, Overall GPA: 3.65 CUM LAUDE
University of Cambridge 1997 — 1997
Course Work at St. Catharine's College, English & Humanities
Wells Fargo January 2015 - Present
Wells Fargo October 2013 - January 2015
Family Residence March 2013 - October 2013
Choice Hotels International January 2011 - March 2013
Choice Hotels International February 2007 - January 2011
Choice Hotels International, Inc. February 2005 - February 2007
Bank of America January 2005 - February 2005
Bank of America April 2003 - February 2005
Sales Quality Research Group September 2002 - March 2003
Merrill Lynch September 2001 - September 2002
Skills
SEO, Analysis, User Experience, Budgets, E-commerce, Usability Testing, Training, Customer Service, Domain Registration, Project Management, Omniture, Social Media Marketing, Vendor Management, Domain Analysis, Brand Management, Revenue Analysis, Quality Assurance, Domain Portfolio..., Communication, Domain Name Acquisition, Research, Online Brand Protection, User Interface Design, Website Compliance, User-centered Design, Technical Writing, Heuristic Evaluation, Help Desk Support, Domain Management, Websites, Social Media Measurement, Tealeaf, Compliance, Web Content Optimization, Software Documentation, Morae, iPerceptions, Writing, Budget Management, Mobile User Experience..., Tablet User Experience..., Social Media Monitoring, Paper Prototyping, Heuristic Analysis, Management of small..., Customer Experience..., Fiddler, User Experience Testing, Multiple Project..., Behavior Analysis
Education
DeVry University Phoenix, AZ 2000 — 2001
B.S., I.T. w/Client Server emphasis, 3.63 CUM LAUDE
University of Arizona 1995 — 2000
B.S.B.A., Marketing, Major GPA: 3.65, Overall GPA: 3.65 CUM LAUDE
University of Cambridge 1997 — 1997
Course Work at St. Catharine's College, English & Humanities
Wendy Milacci's Merrill Lynch Experience 1998 - 2006
Job Senior Vice President at ParFour Investment Management
Industry Investment Management
Experience
Par-Four Investment Management November 2006 - Present
Merrill Lynch 1998 - 2006
Merrill Lynch Investment Managers 1998 - 2006
Merrill Lynch Investment Managers 1998 - 2006
Education
DeSales University 1994 — 1998
Par-Four Investment Management November 2006 - Present
Merrill Lynch 1998 - 2006
Merrill Lynch Investment Managers 1998 - 2006
Merrill Lynch Investment Managers 1998 - 2006
Education
DeSales University 1994 — 1998
Matthew Marquis's Merrill Lynch Experience March 2007 - October 2009
Job Advisor at InterOcean Capital, LLC
Industry Financial Services
Experience
InterOcean Capital, LLC October 2009 - Present
Merrill Lynch March 2007 - October 2009
Adirondack Capital, LLC January 1998 - January 2002
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Strategic Planning, Hedge Funds, Financial Analysis, Asset Management, Finance, Financial Modeling, Securities, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA, Finance
St. Lawrence University 1988 — 1992
InterOcean Capital, LLC October 2009 - Present
Merrill Lynch March 2007 - October 2009
Adirondack Capital, LLC January 1998 - January 2002
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Strategic Planning, Hedge Funds, Financial Analysis, Asset Management, Finance, Financial Modeling, Securities, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA, Finance
St. Lawrence University 1988 — 1992
Herb Seitz's Merrill Lynch Experience August 2002 - Present
Job Credit Risk Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2002 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Marquette University 1989 — 1993
Finance
Merrill Lynch August 2002 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Marquette University 1989 — 1993
Finance
Gregory A. Ziesemer's Merrill Lynch Experience June 1999 - January 2001
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America January 2001 - Present
Merrill Lynch June 1999 - January 2001
BMO Harris Bank June 1996 - June 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
Northwestern University 1992 — 1996
BA, Economics
Bank of America January 2001 - Present
Merrill Lynch June 1999 - January 2001
BMO Harris Bank June 1996 - June 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
Northwestern University 1992 — 1996
BA, Economics
JoLynn Bakunas's Merrill Lynch Experience 2002 - 2004
Job Sr Financial Analyst at Limited Brands
Industry Retail
Experience
Limited Brands 2004 - Present
Merrill Lynch 2002 - 2004
Heller Financial 1998 - 2002
Pandolfi, Topolski, & Weiss 1997 - 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Marquette University 1993 — 1997
Bachelor of Science (BS), Accounting
Marquette University 1993 — 1997
Bachelor of Science (BS), Accounting, 3.7
Limited Brands 2004 - Present
Merrill Lynch 2002 - 2004
Heller Financial 1998 - 2002
Pandolfi, Topolski, & Weiss 1997 - 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Marquette University 1993 — 1997
Bachelor of Science (BS), Accounting
Marquette University 1993 — 1997
Bachelor of Science (BS), Accounting, 3.7
Claire Devlin's Merrill Lynch Experience July 2006 - September 2010
Job Director of Finance at Habitat for Humanity of Oakland County
Industry Nonprofit Organization Management
Experience
Habitat for Humanity of Oakland County September 2015 - Present
Talmer Bank and Trust January 2014 - July 2015
First Place Bank and Talmer Bank and Trust April 2013 - December 2013
Talmer Bank and Trust May 2012 - April 2013
Talmer Bank & Trust, formerly First Michigan Bank September 2010 - May 2012
Merrill Lynch July 2006 - September 2010
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Banking, Credit Risk, Portfolio Management, Financial Analysis, Small Business Lending, Finance, Financial Modeling
Education
DePauw University 2002 — 2006
Economics, Communications
Habitat for Humanity of Oakland County September 2015 - Present
Talmer Bank and Trust January 2014 - July 2015
First Place Bank and Talmer Bank and Trust April 2013 - December 2013
Talmer Bank and Trust May 2012 - April 2013
Talmer Bank & Trust, formerly First Michigan Bank September 2010 - May 2012
Merrill Lynch July 2006 - September 2010
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Banking, Credit Risk, Portfolio Management, Financial Analysis, Small Business Lending, Finance, Financial Modeling
Education
DePauw University 2002 — 2006
Economics, Communications
Lisa Doss's Merrill Lynch Experience 1999 - 2003
Job Content & Products Initiatives, Lexis Practice AdvisorTexas at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis August 2013 - March 2015
Dallas Lighthouse for the Blind, Inc. August 2009 - December 2009
Law Office of Lisa Doss, PC May 2009 - December 2009
Bellinger & DeWolf July 2004 - April 2009
Law Office of Lisa K. Fox 2003 - 2004
Merrill Lynch 1999 - 2003
The Thomson Corporation 1991 - 1998
Skills
Corporate Law, Entrepreneurship, Mergers, Finance, Leadership, Mergers & Acquisitions, Sales, Due Diligence, Strategic Planning, Intellectual Property, Employee Benefits, Venture Capital, Securities, Legal Writing, Strategy, Licensing, Legal Research
Education
Donald T. Regan School of Advanced Financial Management at Princeton 2001 — 2002
Wealth Management Advisor Certification; Certified Financial Manager Certification
DePaul University College of Law 1987 — 1990
JD
Northwestern University 1984 — 1987
Business, Finance
The University of Texas at Austin 1980 — 1984
BA, German, International Studies
LexisNexis August 2013 - March 2015
Dallas Lighthouse for the Blind, Inc. August 2009 - December 2009
Law Office of Lisa Doss, PC May 2009 - December 2009
Bellinger & DeWolf July 2004 - April 2009
Law Office of Lisa K. Fox 2003 - 2004
Merrill Lynch 1999 - 2003
The Thomson Corporation 1991 - 1998
Skills
Corporate Law, Entrepreneurship, Mergers, Finance, Leadership, Mergers & Acquisitions, Sales, Due Diligence, Strategic Planning, Intellectual Property, Employee Benefits, Venture Capital, Securities, Legal Writing, Strategy, Licensing, Legal Research
Education
Donald T. Regan School of Advanced Financial Management at Princeton 2001 — 2002
Wealth Management Advisor Certification; Certified Financial Manager Certification
DePaul University College of Law 1987 — 1990
JD
Northwestern University 1984 — 1987
Business, Finance
The University of Texas at Austin 1980 — 1984
BA, German, International Studies
Girish Pandit's Merrill Lynch Experience October 2007 - September 2009
Job Principal Photographer at iCute Photography, Directory at JiyaSoft LLC, Consultant at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
iCute Photography January 2008 - Present
Jiya Soft LLC September 2007 - Present
Educational Testing Service (ETS) October 2012 - October 2013
Bank of America September 2009 - September 2012
Merrill Lynch October 2007 - September 2009
Merrill Lynch Investment Managers 2006 - 2007
BlackRock 2005 - 2007
Synygy Inc July 2002 - January 2005
Artech 2000 - 2001
Skills
Android Development, Java, J2EE Application..., Web Services, Service Oriented..., iOS development, SOA, Software Reuse, Application Architecture, Digital Photography, Portrait Photography, Wedding Photography, Strategic Planning, Problem Solving, SDLC, Database Design, Portal Technologies, Enterprise Content..., New Business Development, Entrepreneurship, R&D, UML, Solution Architecture, CRM, Master Data Management, Data Modeling, Architecture, Microsoft SQL Server, Software Development, EAI, Strategy, Business Intelligence, Agile Methodologies, SaaS, Product Management, Weblogic, DB2, Requirements Analysis, Java Enterprise Edition, Enterprise Software, Data Warehousing, Spring, Agile Project Management, Oracle, Software Project..., Hibernate, Enterprise Architecture, Sybase, Requirements Gathering, IT Strategy
Education
Devi Ahilya Vishwavidyalaya 1995 — 1998
Master of Computer Applications (M.C.A.), Mathematics, Physics, Computer Science
Devi Ahilya Vishwavidyalaya 1995 — 1997
Master of Computer Applications (MCA), Computer Science
Bank of America October 2013 - Present
iCute Photography January 2008 - Present
Jiya Soft LLC September 2007 - Present
Educational Testing Service (ETS) October 2012 - October 2013
Bank of America September 2009 - September 2012
Merrill Lynch October 2007 - September 2009
Merrill Lynch Investment Managers 2006 - 2007
BlackRock 2005 - 2007
Synygy Inc July 2002 - January 2005
Artech 2000 - 2001
Skills
Android Development, Java, J2EE Application..., Web Services, Service Oriented..., iOS development, SOA, Software Reuse, Application Architecture, Digital Photography, Portrait Photography, Wedding Photography, Strategic Planning, Problem Solving, SDLC, Database Design, Portal Technologies, Enterprise Content..., New Business Development, Entrepreneurship, R&D, UML, Solution Architecture, CRM, Master Data Management, Data Modeling, Architecture, Microsoft SQL Server, Software Development, EAI, Strategy, Business Intelligence, Agile Methodologies, SaaS, Product Management, Weblogic, DB2, Requirements Analysis, Java Enterprise Edition, Enterprise Software, Data Warehousing, Spring, Agile Project Management, Oracle, Software Project..., Hibernate, Enterprise Architecture, Sybase, Requirements Gathering, IT Strategy
Education
Devi Ahilya Vishwavidyalaya 1995 — 1998
Master of Computer Applications (M.C.A.), Mathematics, Physics, Computer Science
Devi Ahilya Vishwavidyalaya 1995 — 1997
Master of Computer Applications (MCA), Computer Science
Steve Njiemoun's Merrill Lynch Experience February 2008 - Present
Job Vice President, Global Banking & Markets at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch February 2008 - Present
CBOE February 2007 - February 2008
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Investment Banking, Market Data, Options, Series 7, Trading, Trading Systems, Capital Markets, Electronic Trading, Financial Markets, Unix, Risk Management, Series 63, Financial Services, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MBA, Finance
Keller Graduate School of Management of DeVry University 2008 — 2009
Master's degree, Computer Systems Networking and Telecommunications, Minor in Project Management
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch February 2008 - Present
CBOE February 2007 - February 2008
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Investment Banking, Market Data, Options, Series 7, Trading, Trading Systems, Capital Markets, Electronic Trading, Financial Markets, Unix, Risk Management, Series 63, Financial Services, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MBA, Finance
Keller Graduate School of Management of DeVry University 2008 — 2009
Master's degree, Computer Systems Networking and Telecommunications, Minor in Project Management
Stacy Allred's Merrill Lynch Experience February 2014 - Present
Job Managing Director at Merrill Lynch, Wealth Strategist
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch Private Banking & Investment Group 1999 - 2013
Ernst & Young LLP 1991 - 2000
Skills
High Net Worth..., Wealth Management..., Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Investment Management, Financial Planners, Series 7, Investment Advisory, Financial Advisory, Asset Allocation, Investments, Wealth, Estate Tax Planning, Trusts, Investment Strategies, Mutual Funds, Securities, Series 63, Asset Management, Hedge Funds, Family Office, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
Merrill Lynch February 2014 - Present
Merrill Lynch Private Banking & Investment Group 1999 - 2013
Ernst & Young LLP 1991 - 2000
Skills
High Net Worth..., Wealth Management..., Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Investment Management, Financial Planners, Series 7, Investment Advisory, Financial Advisory, Asset Allocation, Investments, Wealth, Estate Tax Planning, Trusts, Investment Strategies, Mutual Funds, Securities, Series 63, Asset Management, Hedge Funds, Family Office, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
Susan Lonergan's Merrill Lynch Experience March 2008 - October 2009
Job Managing Director and Small Business Executive at Bank of America
Industry Financial Services
Experience
Bank of America March 2013 - Present
Bank of America October 2009 - February 2013
Merrill Lynch March 2008 - October 2009
Merrill Lynch April 2007 - March 2008
Merrill Lynch January 2006 - April 2007
Merrill Lynch April 2005 - January 2006
Merrill Lynch February 1998 - April 2005
Philip Rosenau Co. Inc. June 1995 - February 1998
Wachovia Bank (f/k/a CoreStates Bank) June 1989 - May 1995
Wachovia Bank (f/k/a CoreStates Bank) January 1986 - May 1989
Skills
Sales, Financial Analysis, Banking, Credit, Wealth Management, Treasury Management, Cash Management, Portfolio Management, Financial Services, Finance, Series 7, Credit Analysis, Commercial Lending, Commercial Banking, Management, Loans
Education
DeSales University 1983 — 1986
Bachelor of Arts, Accounting
Bank of America March 2013 - Present
Bank of America October 2009 - February 2013
Merrill Lynch March 2008 - October 2009
Merrill Lynch April 2007 - March 2008
Merrill Lynch January 2006 - April 2007
Merrill Lynch April 2005 - January 2006
Merrill Lynch February 1998 - April 2005
Philip Rosenau Co. Inc. June 1995 - February 1998
Wachovia Bank (f/k/a CoreStates Bank) June 1989 - May 1995
Wachovia Bank (f/k/a CoreStates Bank) January 1986 - May 1989
Skills
Sales, Financial Analysis, Banking, Credit, Wealth Management, Treasury Management, Cash Management, Portfolio Management, Financial Services, Finance, Series 7, Credit Analysis, Commercial Lending, Commercial Banking, Management, Loans
Education
DeSales University 1983 — 1986
Bachelor of Arts, Accounting
Susan Maurek's Merrill Lynch Experience July 2007 - September 2008
Job Sr IT Project Manager at Genworth
Industry Information Technology and Services
Experience
Genworth US Mortgage Insurance September 2015 - Present
Honda Aircraft Company/ Honda Jet June 2015 - September 2015
AIG/United Guaranty July 2013 - June 2015
Collabera/AIG/AGLA January 2013 - May 2013
BlueCross Blue Shield of Tenn September 2010 - December 2012
Blue Cross Blue Shield SC December 2007 - January 2011
Merrill Lynch July 2007 - September 2008
EDS 1997 - 2007
EDS 1997 - 2007
Skills
PMO, SDLC, MS Project, Management, Project Management, PMP, Visio, Software Project..., Project Portfolio..., Vendor Management, Business Analysis, IT Management, Training, Leadership, ITIL, Software Documentation, Project Delivery, Quality Assurance, Risk Management, Change Management
Education
DeVry University 2007 — 2011
Bachelors, Technical Management/CIS
Genworth US Mortgage Insurance September 2015 - Present
Honda Aircraft Company/ Honda Jet June 2015 - September 2015
AIG/United Guaranty July 2013 - June 2015
Collabera/AIG/AGLA January 2013 - May 2013
BlueCross Blue Shield of Tenn September 2010 - December 2012
Blue Cross Blue Shield SC December 2007 - January 2011
Merrill Lynch July 2007 - September 2008
EDS 1997 - 2007
EDS 1997 - 2007
Skills
PMO, SDLC, MS Project, Management, Project Management, PMP, Visio, Software Project..., Project Portfolio..., Vendor Management, Business Analysis, IT Management, Training, Leadership, ITIL, Software Documentation, Project Delivery, Quality Assurance, Risk Management, Change Management
Education
DeVry University 2007 — 2011
Bachelors, Technical Management/CIS
Scott Van Gilder's Merrill Lynch Experience December 1992 - September 1993
Job Business Systems Analyst/Designer at The Options Clearing Corporation
Industry Financial Services
Experience
The Options Clearing Corporation January 2011 - Present
Tarrant County March 2010 - February 2011
UBS Global Asset Management December 2008 - June 2009
William Blair & Company July 2007 - November 2008
Townsend Analytics November 2001 - March 2007
Trading Technologies June 2000 - October 2001
Piton Capital Management December 1999 - May 2000
The Burridge Group April 1997 - November 1999
Duff & Phelps December 1993 - April 1997
Merrill Lynch December 1992 - September 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, International Business
Indiana State University 1988 — 1992
BS, Finance
The Options Clearing Corporation January 2011 - Present
Tarrant County March 2010 - February 2011
UBS Global Asset Management December 2008 - June 2009
William Blair & Company July 2007 - November 2008
Townsend Analytics November 2001 - March 2007
Trading Technologies June 2000 - October 2001
Piton Capital Management December 1999 - May 2000
The Burridge Group April 1997 - November 1999
Duff & Phelps December 1993 - April 1997
Merrill Lynch December 1992 - September 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, International Business
Indiana State University 1988 — 1992
BS, Finance
lorris mcintosh's Merrill Lynch Experience 1985 - 2002
Job Computer Software Professional
Industry Computer Software
Experience
INDEPENDENT programmer analystAdministrative office of the courts2000 - 2008
Administrative office of the courts west palmn beach florida 2000 - 2008
merrill lynch 1985 - 2002
time warner 1985 - 1988
chase manhattan bank 1980 - 1985
Skills
Microsoft SQL Server, Software Development, C#, .NET, Agile Methodologies, Oracle, SQL, XML, JavaScript, MySQL, Java, Databases, SDLC, Software Project..., ASP.NET, Web Services
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's degree, Management Information Systems, General
DeVry University 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
New York University 1981 — 1984
Associate's degree, Computer Programming, Specific Applications
INDEPENDENT programmer analystAdministrative office of the courts2000 - 2008
Administrative office of the courts west palmn beach florida 2000 - 2008
merrill lynch 1985 - 2002
time warner 1985 - 1988
chase manhattan bank 1980 - 1985
Skills
Microsoft SQL Server, Software Development, C#, .NET, Agile Methodologies, Oracle, SQL, XML, JavaScript, MySQL, Java, Databases, SDLC, Software Project..., ASP.NET, Web Services
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's degree, Management Information Systems, General
DeVry University 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
New York University 1981 — 1984
Associate's degree, Computer Programming, Specific Applications
Donald Heatherly's Merrill Lynch Experience June 1998 - February 2003
Job Wealth Strategist and Vice President at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company September 2015 - Present
BMO Private Bank June 2008 - September 2015
Fifth Third Bank 2003 - 2008
Merrill Lynch June 1998 - February 2003
Polaroid Corporation 1990 - 1998
Skills
Wealth Management, Wealth, Financial Analysis, Retirement Planning, Wealth Management..., Equities, Trust Services, Small Business, Tax, Trusts, Certified Financial..., High Net Worth..., Alternative Investments, Private Banking, Treasury Management, Retirement, Investment Advisory, IRAs, Investment Strategies, Financial Planners, Credit Analysis, Disability Insurance, Fixed Annuities, Financial Services, Series 65, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Financial Advisory, Consumer Lending, 401k Rollovers, Uniform Combined State..., Life Insurance, Strategy, Securities, Personal Finance, Long-term Care, Relationship Management, Retail Banking, Financial Planning
Education
DePauw University 1983 — 1987
Bachelor of Arts, French Language, Communication Arts and Sciences
Plainfield High School 1979 — 1983
The Northern Trust Company September 2015 - Present
BMO Private Bank June 2008 - September 2015
Fifth Third Bank 2003 - 2008
Merrill Lynch June 1998 - February 2003
Polaroid Corporation 1990 - 1998
Skills
Wealth Management, Wealth, Financial Analysis, Retirement Planning, Wealth Management..., Equities, Trust Services, Small Business, Tax, Trusts, Certified Financial..., High Net Worth..., Alternative Investments, Private Banking, Treasury Management, Retirement, Investment Advisory, IRAs, Investment Strategies, Financial Planners, Credit Analysis, Disability Insurance, Fixed Annuities, Financial Services, Series 65, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Financial Advisory, Consumer Lending, 401k Rollovers, Uniform Combined State..., Life Insurance, Strategy, Securities, Personal Finance, Long-term Care, Relationship Management, Retail Banking, Financial Planning
Education
DePauw University 1983 — 1987
Bachelor of Arts, French Language, Communication Arts and Sciences
Plainfield High School 1979 — 1983
Joe Dickey's Merrill Lynch Experience 2001 - 2006
Job Owner, Dickey Investments
Industry Financial Services
Experience
Dickey Investments May 2008 - Present
UBS 2006 - 2008
Merrill Lynch 2001 - 2006
Goldman Sachs 1998 - 2001
Skills
Electronic Trading, Securities, Investments, Investment Banking, Futures, Options, Risk Management, Asset Managment, FX Options, Hedge Funds, Derivatives, Fixed Income, Equities, Capital Markets, Trading Systems, Trading, Financial Markets, Equity Derivatives, Commodity, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A
Purdue University
B.S.
Dickey Investments May 2008 - Present
UBS 2006 - 2008
Merrill Lynch 2001 - 2006
Goldman Sachs 1998 - 2001
Skills
Electronic Trading, Securities, Investments, Investment Banking, Futures, Options, Risk Management, Asset Managment, FX Options, Hedge Funds, Derivatives, Fixed Income, Equities, Capital Markets, Trading Systems, Trading, Financial Markets, Equity Derivatives, Commodity, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A
Purdue University
B.S.
Tim Q. Hurst's Merrill Lynch Experience August 2000 - November 2008
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch August 2000 - November 2008
Federal Reserve Bank of Chicago 1990 - 1997
Skills
Unable to list due to...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master of Science (MS), Accounting
Penn State University 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch August 2000 - November 2008
Federal Reserve Bank of Chicago 1990 - 1997
Skills
Unable to list due to...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master of Science (MS), Accounting
Penn State University 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Matt Patricoski's Merrill Lynch Experience 2008 - 2009
Job Futures Compliance at ABN AMRO Clearing Chicago LLC
Industry Financial Services
Experience
ABN AMRO Clearing Chicago LLC June 2009 - Present
Merrill Lynch 2008 - 2009
Chicago Mercantile Exchange 1994 - 2008
Bankers Trust 1990 - 1991
Chicago Board of Trade 1986 - 1991
Skills
Policy, Securities, Derivatives, Options, Trading, Litigation, Compliance, Futures, AML, Regulatory Requirements, Regulatory Reporting, CIP
Education
DePaul University College of Law
JD
University of Notre Dame
BBA, Bachelor of Business Administration
ABN AMRO Clearing Chicago LLC June 2009 - Present
Merrill Lynch 2008 - 2009
Chicago Mercantile Exchange 1994 - 2008
Bankers Trust 1990 - 1991
Chicago Board of Trade 1986 - 1991
Skills
Policy, Securities, Derivatives, Options, Trading, Litigation, Compliance, Futures, AML, Regulatory Requirements, Regulatory Reporting, CIP
Education
DePaul University College of Law
JD
University of Notre Dame
BBA, Bachelor of Business Administration
Earl Joseph's Merrill Lynch Experience December 2005 - July 2008
Job Project Manager
Industry Logistics and Supply Chain
Experience
FGO Logistics November 2014 - Present
Con-way, Inc. January 2014 - January 2015
UST Logistical Systems November 2013 - November 2014
FGO Logistics (www.fgologistics.com) February 2011 - November 2013
NEHDS Logistics Inc. August 2011 - September 2012
3PD, Inc. July 2008 - December 2010
Merrill Lynch December 2005 - July 2008
E&A March 2000 - April 2005
Skills
Warehousing, Logistics Management, Process Scheduler, 3PL, Warehouse Management, Transportation..., Training, Accounting, Routing, Logistics, Operations Management, Fleet Management, Freight, Trucking, Freight Forwarding, Dispatching, LTL, Hazardous Materials, Hazardous Waste..., Forklift Operator, Inventory Management
Education
DeVry University 2008 — 2013
Bachelors of Science, Project Management
DeVry University 2004 — 2008
Bachelor's degree, Electrical and Electronics Engineering
FGO Logistics November 2014 - Present
Con-way, Inc. January 2014 - January 2015
UST Logistical Systems November 2013 - November 2014
FGO Logistics (www.fgologistics.com) February 2011 - November 2013
NEHDS Logistics Inc. August 2011 - September 2012
3PD, Inc. July 2008 - December 2010
Merrill Lynch December 2005 - July 2008
E&A March 2000 - April 2005
Skills
Warehousing, Logistics Management, Process Scheduler, 3PL, Warehouse Management, Transportation..., Training, Accounting, Routing, Logistics, Operations Management, Fleet Management, Freight, Trucking, Freight Forwarding, Dispatching, LTL, Hazardous Materials, Hazardous Waste..., Forklift Operator, Inventory Management
Education
DeVry University 2008 — 2013
Bachelors of Science, Project Management
DeVry University 2004 — 2008
Bachelor's degree, Electrical and Electronics Engineering
LaVonda Scott's Merrill Lynch Experience June 1998 - September 2000
Job Data Analyst at ICMARC
Industry Financial Services
Experience
US Department of Vetrans Affairs (contractor via Dekatron, Inc.) February 2010 - Present
ICMA-RC December 2005 - February 2010
ICMA-RC September 2005 - December 2007
Bureau of National Affairs (BNA) September 2003 - September 2005
Bureau of National Affairs (BNA) November 2001 - September 2003
OneCore Securities September 2000 - March 2001
Merrill Lynch June 1998 - September 2000
Skills
Analysis, Management, Competitive Analysis, Economics, Access, Market Research, Strategic Financial..., Research, Investment Management, •Sound knowledge of..., Strong data mining..., Bloomberg, Morningstar..., PowerPoint, SAS Programming, Microsoft Excel, SPSS Text Analytics, SQL Programming
Education
DeVry University 2010 — 2012
MBA, Finance
University of Maryland Baltimore County 2001 — 2003
M.S, Information Systems
University of Maryland Baltimore County 1996 — 1997
Graduate Course Work, Statistics
The George Washington University 1989 — 1993
BS, Mathematics
US Department of Vetrans Affairs (contractor via Dekatron, Inc.) February 2010 - Present
ICMA-RC December 2005 - February 2010
ICMA-RC September 2005 - December 2007
Bureau of National Affairs (BNA) September 2003 - September 2005
Bureau of National Affairs (BNA) November 2001 - September 2003
OneCore Securities September 2000 - March 2001
Merrill Lynch June 1998 - September 2000
Skills
Analysis, Management, Competitive Analysis, Economics, Access, Market Research, Strategic Financial..., Research, Investment Management, •Sound knowledge of..., Strong data mining..., Bloomberg, Morningstar..., PowerPoint, SAS Programming, Microsoft Excel, SPSS Text Analytics, SQL Programming
Education
DeVry University 2010 — 2012
MBA, Finance
University of Maryland Baltimore County 2001 — 2003
M.S, Information Systems
University of Maryland Baltimore County 1996 — 1997
Graduate Course Work, Statistics
The George Washington University 1989 — 1993
BS, Mathematics
Violet Francis's Merrill Lynch Experience April 1998 - November 2002
Job Research Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2004 - Present
Morgan Stanley November 2002 - June 2004
Merrill Lynch April 1998 - November 2002
Hughes Hubbard & Reed LLP June 1997 - April 1998
MetLife March 1996 - September 1997
CHANEL July 1996 - July 1997
Skills
Market Research, Web Services, Knowledge Management, Information Technology, Private Equity, Library Research, Banking, Financial Services, Hedge Funds
Education
DeVry Institute of Technology 2001 — 2002
Bachelor of Science (BS), Information Technology
Pratt Institute 1995 — 1997
Master of Science (M.S.) Library & Information Science
University of the West Indies, St. Augustine Campus 1991 — 1994
Bachelor of Arts (B.A.) History/ Social Sciences
Credit Suisse July 2004 - Present
Morgan Stanley November 2002 - June 2004
Merrill Lynch April 1998 - November 2002
Hughes Hubbard & Reed LLP June 1997 - April 1998
MetLife March 1996 - September 1997
CHANEL July 1996 - July 1997
Skills
Market Research, Web Services, Knowledge Management, Information Technology, Private Equity, Library Research, Banking, Financial Services, Hedge Funds
Education
DeVry Institute of Technology 2001 — 2002
Bachelor of Science (BS), Information Technology
Pratt Institute 1995 — 1997
Master of Science (M.S.) Library & Information Science
University of the West Indies, St. Augustine Campus 1991 — 1994
Bachelor of Arts (B.A.) History/ Social Sciences
Brynne Shaner's Merrill Lynch Experience April 1994 - February 2004
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch April 1994 - February 2004
Dean Witter 1993 - 1994
KPMG Peat Marwick 1992 - 1993
WIlliams Securities Group June 1983 - November 1989
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Taxation
DePauw University 1979 — 1983
BA, History
Merrill Lynch April 1994 - February 2004
Dean Witter 1993 - 1994
KPMG Peat Marwick 1992 - 1993
WIlliams Securities Group June 1983 - November 1989
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Taxation
DePauw University 1979 — 1983
BA, History
Jerry Thomas's Merrill Lynch Experience 2000 - 2004
Job Market DirectorExecutive Director at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC 2014 - Present
Citi Personal Wealth Management 2004 - 2014
Merrill Lynch 2000 - 2004
St. Paul Federal Bank for Savings 1985 - 2000
Education
Northwestern University - Kellogg School of Management
Master of Management, Executive Master's Program
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
Lewis University
Bachelor of Arts (B.A.), Accounting
JP Morgan Securities, LLC 2014 - Present
Citi Personal Wealth Management 2004 - 2014
Merrill Lynch 2000 - 2004
St. Paul Federal Bank for Savings 1985 - 2000
Education
Northwestern University - Kellogg School of Management
Master of Management, Executive Master's Program
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
Lewis University
Bachelor of Arts (B.A.), Accounting
Jenipha Riccardi's Merrill Lynch Experience July 2007 - June 2009
Job Team Lead Senior Test Engineer at RTTS
Industry Information Technology and Services
Experience
Bank of America January 2011 - Present
RTTS April 2004 - Present
Morgan Stanley September 2009 - October 2010
Merrill Lynch July 2007 - June 2009
Merrill Lynch April 2007 - July 2007
Merrill Lynch September 2005 - December 2006
ADP June 2005 - August 2005
AIC May 2004 - April 2005
Skills
Java, QTP, Quality Assurance, Regression Testing, Test Automation, Test Cases, Test Planning, Testing, User Acceptance Testing
Education
DeVry University 2001 — 2004
Bachelors, Computer Information Systems
Fashion Institute of Technology 1995 — 1997
Associates, Fashion Design
Bank of America January 2011 - Present
RTTS April 2004 - Present
Morgan Stanley September 2009 - October 2010
Merrill Lynch July 2007 - June 2009
Merrill Lynch April 2007 - July 2007
Merrill Lynch September 2005 - December 2006
ADP June 2005 - August 2005
AIC May 2004 - April 2005
Skills
Java, QTP, Quality Assurance, Regression Testing, Test Automation, Test Cases, Test Planning, Testing, User Acceptance Testing
Education
DeVry University 2001 — 2004
Bachelors, Computer Information Systems
Fashion Institute of Technology 1995 — 1997
Associates, Fashion Design
Jerry Nolan's Merrill Lynch Experience August 1981 - July 1989
Job Director of Business Development at County Cork LLC, NIBA Board of Directors
Industry Financial Services
Experience
County Cork, LLC April 2013 - Present
National Introducing Brokers Association November 2014 - Present
Advantage Futures February 2009 - October 2012
Morgan Stanley October 1989 - April 2009
Merrill Lynch August 1981 - July 1989
Skills
Options, Fixed Income, Interest Rate Swaps, Trading, Electronic Trading, Commodity, Derivatives, Equities, Trading Systems, Financial Markets, Series 7, Hedge Funds, Bloomberg, FINRA, Capital Markets, Clearing, Securities, FX Options, Series 63, Investments, Hedging, Alternative Investments, Quantitative Finance, Foreign Exchange, Technical Analysis, Equity Derivatives, Bonds, Trading Strategies, Equity Trading, Proprietary Trading, Currency, Risk Management, FX trading, Interest Rate..., Financial Services, Asset Management, Market Data, Mutual Funds, Series 24, Portfolio Management, Commodity Markets, Structured Products, Managed Futures
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Agricultural Economics
Loyola Academy
County Cork, LLC April 2013 - Present
National Introducing Brokers Association November 2014 - Present
Advantage Futures February 2009 - October 2012
Morgan Stanley October 1989 - April 2009
Merrill Lynch August 1981 - July 1989
Skills
Options, Fixed Income, Interest Rate Swaps, Trading, Electronic Trading, Commodity, Derivatives, Equities, Trading Systems, Financial Markets, Series 7, Hedge Funds, Bloomberg, FINRA, Capital Markets, Clearing, Securities, FX Options, Series 63, Investments, Hedging, Alternative Investments, Quantitative Finance, Foreign Exchange, Technical Analysis, Equity Derivatives, Bonds, Trading Strategies, Equity Trading, Proprietary Trading, Currency, Risk Management, FX trading, Interest Rate..., Financial Services, Asset Management, Market Data, Mutual Funds, Series 24, Portfolio Management, Commodity Markets, Structured Products, Managed Futures
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Agricultural Economics
Loyola Academy
John Chayka, CEBS, QKA,'s Merrill Lynch Experience January 1997 - January 2001
Job Broker Dealer needed for my securities licensing
Industry Human Resources
Experience
New Broker/Dealer January 2015 - Present
Ascensus Consulting Services February 2011 - Present
First Savings Bank of Perkasie January 2010 - June 2010
Manager January 1988 - April 2010
KidsPeace, Inc September 2004 - June 2008
Ascensus January 2001 - June 2004
Merrill Lynch January 1997 - January 2001
Fahnestock January 1988 - January 1996
Education
DeSales University 1982 — 1988
Bachelor's Degree, BA Business Management
New Broker/Dealer January 2015 - Present
Ascensus Consulting Services February 2011 - Present
First Savings Bank of Perkasie January 2010 - June 2010
Manager January 1988 - April 2010
KidsPeace, Inc September 2004 - June 2008
Ascensus January 2001 - June 2004
Merrill Lynch January 1997 - January 2001
Fahnestock January 1988 - January 1996
Education
DeSales University 1982 — 1988
Bachelor's Degree, BA Business Management
Tammy Zamot's Merrill Lynch Experience 1999 - 2003
Job Experienced Compliance Professional
Industry Medical Devices
Experience
Stryker 2010 - 2015
AXA Equitable 2007 - 2010
Prudential 2003 - 2007
Merrill Lynch 1999 - 2003
Skills
Risk Management, Investments, Training, Project Management, compliance, financial,..., FINRA, Real Estate, Anti Money Laundering, AML, Securities, Insurance, Mutual Funds, Process Improvement, Financial Services, Transparency, Corporate Fraud..., Compliance..., Ethics, Auditing and Monitoring, Cross-functional Team..., Microsoft Office, Marketing, Management
Education
Keller Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
DeVry University 2010 — 2014
Bachelor’s Degree, Business Administration and Management, General
Stryker 2010 - 2015
AXA Equitable 2007 - 2010
Prudential 2003 - 2007
Merrill Lynch 1999 - 2003
Skills
Risk Management, Investments, Training, Project Management, compliance, financial,..., FINRA, Real Estate, Anti Money Laundering, AML, Securities, Insurance, Mutual Funds, Process Improvement, Financial Services, Transparency, Corporate Fraud..., Compliance..., Ethics, Auditing and Monitoring, Cross-functional Team..., Microsoft Office, Marketing, Management
Education
Keller Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
DeVry University 2010 — 2014
Bachelor’s Degree, Business Administration and Management, General
John P. Doan's Merrill Lynch Experience March 1977 - July 1980
Job Managing Principal at JPD Real Estate Investment Consultants
Industry Real Estate
Experience
JPD Real Estate Investment Consultants February 2010 - Present
MassMutual/Babson Capital/Cornerstone Real Estate Advisers February 1987 - February 2010
MassMutual Financial Group August 1985 - February 1987
MassMutual Financial Group July 1980 - August 1985
Merrill Lynch March 1977 - July 1980
Prudential Financial July 1973 - February 1977
Skills
Real Estate, Commercial Real Estate, Valuation, Portfolio Management, Finance, Due Diligence, Private Equity, Investments, Loans
Education
Indiana University Bloomington 1971 — 1973
MBA, Finance
DePauw University 1967 — 1971
BA, Political Science
JPD Real Estate Investment Consultants February 2010 - Present
MassMutual/Babson Capital/Cornerstone Real Estate Advisers February 1987 - February 2010
MassMutual Financial Group August 1985 - February 1987
MassMutual Financial Group July 1980 - August 1985
Merrill Lynch March 1977 - July 1980
Prudential Financial July 1973 - February 1977
Skills
Real Estate, Commercial Real Estate, Valuation, Portfolio Management, Finance, Due Diligence, Private Equity, Investments, Loans
Education
Indiana University Bloomington 1971 — 1973
MBA, Finance
DePauw University 1967 — 1971
BA, Political Science
Collin Bruck's Merrill Lynch Experience June 2008 - August 2008
Job Attorney at Richard J. Prendergast, Ltd.
Industry
Experience
Richard J. Prendergast, Ltd. June 2013 - Present
Richard J. Prendergast, Ltd. May 2012 - June 2013
Kane County State's Attorney June 2011 - August 2011
Chuhak & Tecson, P.C. September 2010 - July 2011
Merrill Lynch June 2008 - August 2008
Education
DePaul University College of Law 2010 — 2013
Doctor of Law (J.D.), cum laude
University of Michigan 2005 — 2008
Bachelor of Arts (B.A.), Economics
University of Oxford
Study Abroad, European History
Richard J. Prendergast, Ltd. June 2013 - Present
Richard J. Prendergast, Ltd. May 2012 - June 2013
Kane County State's Attorney June 2011 - August 2011
Chuhak & Tecson, P.C. September 2010 - July 2011
Merrill Lynch June 2008 - August 2008
Education
DePaul University College of Law 2010 — 2013
Doctor of Law (J.D.), cum laude
University of Michigan 2005 — 2008
Bachelor of Arts (B.A.), Economics
University of Oxford
Study Abroad, European History
Felicia O'Malley's Merrill Lynch Experience August 1987 - August 1990
Job Vice President, Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
New York Life Insurance Company August 1990 - July 1995
Merrill Lynch August 1987 - August 1990
Skills
Finance, Trading, Investments, Portfolio Management, Asset Management, Management, Investment Banking, Public Speaking, Leadership, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1985 — 1987
MBA, Finance
DePauw University 1977 — 1981
BA, English
Charles Schwab August 2010 - Present
New York Life Insurance Company August 1990 - July 1995
Merrill Lynch August 1987 - August 1990
Skills
Finance, Trading, Investments, Portfolio Management, Asset Management, Management, Investment Banking, Public Speaking, Leadership, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1985 — 1987
MBA, Finance
DePauw University 1977 — 1981
BA, English
Wayne Perrucci's Merrill Lynch Experience January 2006 - June 2009
Job Interface Analyst at Orange Regional Medical Center
Industry
Experience
Orange Regional Medical Center August 2010 - February 2012
Merrill Lynch January 2006 - June 2009
Education
DeVry University 1993 — 1994
Electronics
Orange Regional Medical Center August 2010 - February 2012
Merrill Lynch January 2006 - June 2009
Education
DeVry University 1993 — 1994
Electronics
Wayne Watts, CFP®'s Merrill Lynch Experience 2002 - 2004
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments March 2014 - March 2015
USAA July 2010 - March 2014
Affiliated Computer Services November 2009 - June 2010
JPMorgan Chase November 2007 - January 2009
Merrill Lynch 2002 - 2004
Skills
Certified Financial..., Investments, Financial Advisory, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Advisory, Asset Allocation, Series 7, Series 63
Education
DeVry University Phoenix 1986 — 1989
Bachelor of Science (B.S.), Business Operations
WASSON HIGH SCHOOL
Fidelity Investments March 2015 - Present
Fidelity Investments March 2014 - March 2015
USAA July 2010 - March 2014
Affiliated Computer Services November 2009 - June 2010
JPMorgan Chase November 2007 - January 2009
Merrill Lynch 2002 - 2004
Skills
Certified Financial..., Investments, Financial Advisory, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Advisory, Asset Allocation, Series 7, Series 63
Education
DeVry University Phoenix 1986 — 1989
Bachelor of Science (B.S.), Business Operations
WASSON HIGH SCHOOL
Albert Roebianto's Merrill Lynch Experience May 2011 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
University of San Diego August 2010 - December 2010
Diablo Valley College August 2009 - May 2010
Education
University of San Diego 2010 — 2012
BBA in Finance, Finance
Diablo Valley College
Merrill Lynch May 2011 - Present
University of San Diego August 2010 - December 2010
Diablo Valley College August 2009 - May 2010
Education
University of San Diego 2010 — 2012
BBA in Finance, Finance
Diablo Valley College
Paulomi Mehta's Merrill Lynch Experience October 2001 - June 2003
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2004 - Present
Merrill Lynch October 2001 - June 2003
Education
Dharmsinh Desai Institute of Technology 1996 — 2000
Bachelor of Engineering, Computer Science
Goldman Sachs November 2004 - Present
Merrill Lynch October 2001 - June 2003
Education
Dharmsinh Desai Institute of Technology 1996 — 2000
Bachelor of Engineering, Computer Science
John Leone's Merrill Lynch Experience October 2014 - June 2015
Job Inventory Manager at Wawa
Industry Food & Beverages
Experience
Wawa, Inc. August 2015 - Present
National Event Services December 2011 - Present
philly pretzel factory June 2011 - Present
Merrill Lynch October 2014 - June 2015
Merrill Lynch February 2012 - October 2014
Nativity Preparatory School June 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Strategic Planning, Access, Management, Event Planning, Data Analysis, Leadership, Social Media, Social Networking, Time Management, Facebook
Education
DeSales University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Wawa, Inc. August 2015 - Present
National Event Services December 2011 - Present
philly pretzel factory June 2011 - Present
Merrill Lynch October 2014 - June 2015
Merrill Lynch February 2012 - October 2014
Nativity Preparatory School June 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Strategic Planning, Access, Management, Event Planning, Data Analysis, Leadership, Social Media, Social Networking, Time Management, Facebook
Education
DeSales University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Craig Sanborn's Merrill Lynch Experience June 1997 - November 2000
Job rt driver at FedEx Express
Industry Information Technology and Services
Experience
FedEx Express November 2013 - Present
Coloma Country Inn March 2007 - 2013
Sanborn Orchards January 2003 - June 2008
Charles Schwab November 2000 - December 2002
Merrill Lynch June 1997 - November 2000
Ultradata September 1996 - April 1997
Fiserv February 1983 - September 1996
Skills
CICS, Assembly, Analysis, Testing, Programming, Retail, Business Requirements, DB2, Change Management, Quality Assurance, Customer Relations, Production Support, HTML, Visio, Unix, Problem Solving, SDLC, Application Development, Systems Analysis, Process Improvement, Access, Excel, Word, Databases, Microsoft Office, MS Project, Operating Systems, JCL, Business Analysis, Disaster Recovery, Outlook, VSAM, Banking, Software Development, SAS, COBOL, MVS/ESA, OS/390, IBM 3090, Strobe, Omegamon, JES2, RACF, IBM Utilities, DFSORT, SDSF
Education
Diablo Valley College
AA, Data Processing
FedEx Express November 2013 - Present
Coloma Country Inn March 2007 - 2013
Sanborn Orchards January 2003 - June 2008
Charles Schwab November 2000 - December 2002
Merrill Lynch June 1997 - November 2000
Ultradata September 1996 - April 1997
Fiserv February 1983 - September 1996
Skills
CICS, Assembly, Analysis, Testing, Programming, Retail, Business Requirements, DB2, Change Management, Quality Assurance, Customer Relations, Production Support, HTML, Visio, Unix, Problem Solving, SDLC, Application Development, Systems Analysis, Process Improvement, Access, Excel, Word, Databases, Microsoft Office, MS Project, Operating Systems, JCL, Business Analysis, Disaster Recovery, Outlook, VSAM, Banking, Software Development, SAS, COBOL, MVS/ESA, OS/390, IBM 3090, Strobe, Omegamon, JES2, RACF, IBM Utilities, DFSORT, SDSF
Education
Diablo Valley College
AA, Data Processing
Jordan Aud's Merrill Lynch Experience May 2005 - August 2005
Job Clinical Coordinator Specialist at Chamberlain College of Nursing
Industry Education Management
Experience
Chamberlain College of Nursing September 2012 - Present
Transport Service Co. January 2007 - September 2012
Winters Heating and Air Conditioning June 2005 - June 2009
Sam & Realty May 2006 - January 2007
Merrill Lynch May 2005 - August 2005
Skills
Administrative Support, Spreadsheets, Calendars, Data Entry, Typing, Administrative..., Customer Service
Education
DeVry University 2008 — 2010
Bachelor of Science, Business Management
Eastern Illinois University 2002 — 2006
Bachelor of Arts, Communication Studies
Chamberlain College of Nursing September 2012 - Present
Transport Service Co. January 2007 - September 2012
Winters Heating and Air Conditioning June 2005 - June 2009
Sam & Realty May 2006 - January 2007
Merrill Lynch May 2005 - August 2005
Skills
Administrative Support, Spreadsheets, Calendars, Data Entry, Typing, Administrative..., Customer Service
Education
DeVry University 2008 — 2010
Bachelor of Science, Business Management
Eastern Illinois University 2002 — 2006
Bachelor of Arts, Communication Studies
Brian Musbach's Merrill Lynch Experience October 2013 - Present
Job
Industry Investment Management
Experience
Merrill Lynch October 2013 - Present
DeVry University April 2012 - Present
Bags and Cars Inc. January 2008 - September 2011
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Leadership, Outlook, Access, Event Planning, Team Building, Windows 7, Windows, Training, Accounting, Visio, Critical Thinking, Community Outreach, Time Management, Social Media, HTML, Strategic Planning, Coaching, Computer Hardware, Troubleshooting, Networking, Teamwork, XP, Analysis
Education
DeVry University-Florida 2011 — 2013
Bachelor of Science (BS), Accounting and Finance
Bishop Moore HS 1996 — 1999
Merrill Lynch October 2013 - Present
DeVry University April 2012 - Present
Bags and Cars Inc. January 2008 - September 2011
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Leadership, Outlook, Access, Event Planning, Team Building, Windows 7, Windows, Training, Accounting, Visio, Critical Thinking, Community Outreach, Time Management, Social Media, HTML, Strategic Planning, Coaching, Computer Hardware, Troubleshooting, Networking, Teamwork, XP, Analysis
Education
DeVry University-Florida 2011 — 2013
Bachelor of Science (BS), Accounting and Finance
Bishop Moore HS 1996 — 1999
John Lezcano's Merrill Lynch Experience June 2011 - May 2012
Job Financial Advisor at Cabot Lodge Securities
Industry Financial Services
Experience
Cabot Lodge Securities June 2012 - Present
Merrill Lynch June 2011 - May 2012
Citigroup August 2005 - June 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 6, series 66, Life and health
Education
DeVry University 2003 — 2007
Bachelor's degree, Computer and Information Sciences, General
Cabot Lodge Securities June 2012 - Present
Merrill Lynch June 2011 - May 2012
Citigroup August 2005 - June 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 6, series 66, Life and health
Education
DeVry University 2003 — 2007
Bachelor's degree, Computer and Information Sciences, General
Evan Vessillo's Merrill Lynch Experience May 2008 - August 2008
Job Contract Specialist at System Planning Corporation
Industry Defense & Space
Experience
System Planning Corporation March 2010 - Present
Merrill Lynch May 2008 - August 2008
Skills
Government Contracting, Strategic Planning, Microsoft Office, Negotiation, Microsoft Excel, DoD, PowerPoint, Public Speaking, FAR, Defense, Microsoft Word, Event Planning, Customer Service, Government Procurement, Earned Value Management
Education
DeSales University 2005 — 2009
Bachelor of Science, Finance
System Planning Corporation March 2010 - Present
Merrill Lynch May 2008 - August 2008
Skills
Government Contracting, Strategic Planning, Microsoft Office, Negotiation, Microsoft Excel, DoD, PowerPoint, Public Speaking, FAR, Defense, Microsoft Word, Event Planning, Customer Service, Government Procurement, Earned Value Management
Education
DeSales University 2005 — 2009
Bachelor of Science, Finance
Andrew (Bing) Nebab's Merrill Lynch Experience July 2005 - September 2005
Job
Industry Financial Services
Experience
Bank of America September 2005 - June 2012
Merrill Lynch July 2005 - September 2005
Merrill Lynch March 2002 - September 2005
Skills
Project Management, Customer Service, Team Leadership, Supervisory Experience, Project Planning, Microsoft Office, Microsoft Excel, OS X, Windows 7, Risk Management, Analysis, Management, Software Documentation, Call Centers, Relationship Management, Process Improvement
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature
DeVry University
Post Baccalaureate Diploma, Information Technology
Bank of America September 2005 - June 2012
Merrill Lynch July 2005 - September 2005
Merrill Lynch March 2002 - September 2005
Skills
Project Management, Customer Service, Team Leadership, Supervisory Experience, Project Planning, Microsoft Office, Microsoft Excel, OS X, Windows 7, Risk Management, Analysis, Management, Software Documentation, Call Centers, Relationship Management, Process Improvement
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature
DeVry University
Post Baccalaureate Diploma, Information Technology
Alia Elturk's Merrill Lynch Experience December 2006 - Present
Job at
Industry Financial Services
Experience
Enterprise Rent-A-Car March 2014 - Present
Merrill Lynch December 2006 - Present
Bank of America November 2006 - November 2011
Walgreens September 2006 - November 2006
Metropolitan Community College-Kansas City September 2004 - May 2006
Skills
Customer Service, Financial Analysis, Problem Solving, Leadership, Public Speaking, Marketing Communications, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Internet, Performance Management, Strategic Planning, Call Centers, Finance, Business Strategy
Education
DeVry University 2006 — 2009
Bachelor's of Science, Business Administration
Enterprise Rent-A-Car March 2014 - Present
Merrill Lynch December 2006 - Present
Bank of America November 2006 - November 2011
Walgreens September 2006 - November 2006
Metropolitan Community College-Kansas City September 2004 - May 2006
Skills
Customer Service, Financial Analysis, Problem Solving, Leadership, Public Speaking, Marketing Communications, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Internet, Performance Management, Strategic Planning, Call Centers, Finance, Business Strategy
Education
DeVry University 2006 — 2009
Bachelor's of Science, Business Administration
James Klinger's Merrill Lynch Experience June 1998 - June 2000
Job Senior Equity Trader at Penn Capital Management
Industry Investment Management
Experience
PENN Capital Management March 2006 - Present
Nuveen Investments June 2000 - March 2006
Merrill Lynch June 1998 - June 2000
Skills
Portfolio Management, Equities, Investments, Trading
Education
Temple University 2002 — 2005
Master of Business Administration (M.B.A.), Finance
DeSales University 1994 — 1998
Bachelor of Science (B.S.), Finance
PENN Capital Management March 2006 - Present
Nuveen Investments June 2000 - March 2006
Merrill Lynch June 1998 - June 2000
Skills
Portfolio Management, Equities, Investments, Trading
Education
Temple University 2002 — 2005
Master of Business Administration (M.B.A.), Finance
DeSales University 1994 — 1998
Bachelor of Science (B.S.), Finance
Mike Pinedo's Merrill Lynch Experience August 2010 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Merrill Lynch 1997 - 2010
Merrill Lynch 1993 - 1997
Skills
Wealth Management, Program Management, Service Delivery, IT Management, IT Service Management, Wealth Management..., IT Risk Management, Financial Services, IT Strategy, IT Operations, IT Solutions, Information Technology, Technology, Project Management, Platform Integration, Client Liaison, Vendor Management, Release Management, Help Desk Support, Incident Management, Major Incident..., Problem Management, Problem Analysis, Process Improvement, Technology Integration, Strategic Thinking, Risk Management
Education
DeVry University
Bachelor of Science (B.S.), Technical Management, 3.98
Merrill Lynch August 2010 - Present
Merrill Lynch 1997 - 2010
Merrill Lynch 1993 - 1997
Skills
Wealth Management, Program Management, Service Delivery, IT Management, IT Service Management, Wealth Management..., IT Risk Management, Financial Services, IT Strategy, IT Operations, IT Solutions, Information Technology, Technology, Project Management, Platform Integration, Client Liaison, Vendor Management, Release Management, Help Desk Support, Incident Management, Major Incident..., Problem Management, Problem Analysis, Process Improvement, Technology Integration, Strategic Thinking, Risk Management
Education
DeVry University
Bachelor of Science (B.S.), Technical Management, 3.98
Amy Tone's Merrill Lynch Experience June 1999 - Present
Job
Industry
Experience
Merrill Lynch June 1999 - Present
Education
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Merrill Lynch June 1999 - Present
Education
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Ashley Nobles's Merrill Lynch Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2010 - 2011
Education
DeVry University 2008 — 2012
Associate's degree, Accounting
Merrill Lynch 2010 - 2011
Education
DeVry University 2008 — 2012
Associate's degree, Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank