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
Danielle Zeitz-Winston Danielle Zeitz-Winston's Merrill Lynch Experience June 2008 - August 2008
Job Student at Georgetown University Law Center
Industry Law Practice
Experience
United States Attorney's Office June 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP September 2012 - July 2013
Dickstein Shapiro LLP January 2011 - May 2012
United States Attorney's Office June 2010 - August 2010
United States Attorney's Office June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Westlaw, Lexis, Microsoft Office, Adobe, Legal Research, Legal Writing, Criminal Law
Education
Georgetown University Law Center 2013 — 2016
Juris Doctor (J.D.), Law
University of Maryland - Robert H. Smith School of Business 2007 — 2010
Bachelor's Degree, Bachelor of Science in Marketing; French Minor
Dickinson College 2006 — 2007
Washington International School 1990 — 2006
High School, International Baccalaureate
United States Attorney's Office June 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP September 2012 - July 2013
Dickstein Shapiro LLP January 2011 - May 2012
United States Attorney's Office June 2010 - August 2010
United States Attorney's Office June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Westlaw, Lexis, Microsoft Office, Adobe, Legal Research, Legal Writing, Criminal Law
Education
Georgetown University Law Center 2013 — 2016
Juris Doctor (J.D.), Law
University of Maryland - Robert H. Smith School of Business 2007 — 2010
Bachelor's Degree, Bachelor of Science in Marketing; French Minor
Dickinson College 2006 — 2007
Washington International School 1990 — 2006
High School, International Baccalaureate
Micah Sampson's Merrill Lynch Experience July 2007 - June 2009
Job Sr. Manager Customer Experience (Specialized Projects) at Intuit
Industry Computer Software
Experience
Intuit August 2014 - Present
Intuit August 2013 - July 2014
Intuit - QuickBooks Online Payroll July 2011 - July 2013
Intuit - QuickBooks Online October 2010 - July 2011
Merrill Lynch July 2007 - June 2009
A.G. Edwards & Sons, Inc. December 2004 - July 2007
Market Central August 1998 - October 2004
Skills
Quickbooks, Accounting, Bookkeeping, Payroll, Small Business, Lean Six Sigma Black..., Six Sigma, QuickBooks, Start-ups, Management, Training, Customer Service, Program Management, Human Resources, Sales, Fundraising, Call Centers, Leadership, Process Improvement, Strategy, Analysis, Vendor Management, SaaS
Education
Dickinson College 1995 — 1999
International Studies
Intuit August 2014 - Present
Intuit August 2013 - July 2014
Intuit - QuickBooks Online Payroll July 2011 - July 2013
Intuit - QuickBooks Online October 2010 - July 2011
Merrill Lynch July 2007 - June 2009
A.G. Edwards & Sons, Inc. December 2004 - July 2007
Market Central August 1998 - October 2004
Skills
Quickbooks, Accounting, Bookkeeping, Payroll, Small Business, Lean Six Sigma Black..., Six Sigma, QuickBooks, Start-ups, Management, Training, Customer Service, Program Management, Human Resources, Sales, Fundraising, Call Centers, Leadership, Process Improvement, Strategy, Analysis, Vendor Management, SaaS
Education
Dickinson College 1995 — 1999
International Studies
Victoria Escalada Victoria Escalada's Merrill Lynch Experience January 2011 - April 2011
Job Teacher Assistant at St. Patrick SchoolChurch
Industry Events Services
Experience
Safeway January 2014 - Present
St. Patrick School August 2014 - June 2015
McGuire Real Estate January 2014 - May 2014
Dominican University of California January 2014 - May 2014
Dominican University of California August 2011 - May 2014
Associated Students of Dominican University of California May 2011 - August 2013
Tween Brands June 2012 - August 2012
Marketing Department of Dominican University of California September 2011 - January 2012
Merrill Lynch January 2011 - April 2011
Skills
Event Planning, Analytical Skills, Customer Service, Microsoft Word, Community Service, Business Strategy, Microsoft Excel, Research, Teamwork, Management, PowerPoint, Social Media Marketing, Leadership, Time Management, Public Speaking, Strategic Planning, Social Media, Event Management, Facebook, Community Outreach, Marketing, Microsoft Office, Marketing Strategy, Non-profits, Leadership Development, Nonprofits, Marketing Communications, Fundraising, Teaching, Organizational..., Social Networking, Program Management, Spanish, Sales, Critical Thinking, Public Relations, Higher Education, Volunteer Management, Project Planning, Grant Writing, Editing
Education
Dominican University of California 2010 — 2014
Bachelor of Arts, Business Administration, Finance, Leadership Studies, Pre-Law
Monte Vista High School 2008 — 2010
High School Diploma
Salesian High School 2006 — 2008
St. Patrick School 1997 — 2006
Safeway January 2014 - Present
St. Patrick School August 2014 - June 2015
McGuire Real Estate January 2014 - May 2014
Dominican University of California January 2014 - May 2014
Dominican University of California August 2011 - May 2014
Associated Students of Dominican University of California May 2011 - August 2013
Tween Brands June 2012 - August 2012
Marketing Department of Dominican University of California September 2011 - January 2012
Merrill Lynch January 2011 - April 2011
Skills
Event Planning, Analytical Skills, Customer Service, Microsoft Word, Community Service, Business Strategy, Microsoft Excel, Research, Teamwork, Management, PowerPoint, Social Media Marketing, Leadership, Time Management, Public Speaking, Strategic Planning, Social Media, Event Management, Facebook, Community Outreach, Marketing, Microsoft Office, Marketing Strategy, Non-profits, Leadership Development, Nonprofits, Marketing Communications, Fundraising, Teaching, Organizational..., Social Networking, Program Management, Spanish, Sales, Critical Thinking, Public Relations, Higher Education, Volunteer Management, Project Planning, Grant Writing, Editing
Education
Dominican University of California 2010 — 2014
Bachelor of Arts, Business Administration, Finance, Leadership Studies, Pre-Law
Monte Vista High School 2008 — 2010
High School Diploma
Salesian High School 2006 — 2008
St. Patrick School 1997 — 2006
Linda DiFelice's Merrill Lynch Experience January 2012 - April 2014
Job Sales & Marketing at CareerSpots
Industry Marketing and Advertising
Experience
Merrill Lynch January 2012 - April 2014
Premier Designs, Inc March 2002 - March 2012
Saks Fifth Avenue October 2009 - May 2010
Thomas Jefferson University, College of Allied Health Sciences January 1990 - January 1995
Jefferson Medical College January 1988 - January 1990
Dupli-Fax January 1987 - January 1988
Skills
Self-directed, Articulate, Attention To Detail, Sales, Event Planning, Cold Calling, Customer Service, Marketing Strategy, Microsoft Office, Leadership, Training, Retail, Marketing, New Business Development, Team Building, Strategic Planning, Management, Direct Sales, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1987
Bachelor's degree, Marketing
Dickinson College 1983 — 1984
Liberal Arts
Merrill Lynch January 2012 - April 2014
Premier Designs, Inc March 2002 - March 2012
Saks Fifth Avenue October 2009 - May 2010
Thomas Jefferson University, College of Allied Health Sciences January 1990 - January 1995
Jefferson Medical College January 1988 - January 1990
Dupli-Fax January 1987 - January 1988
Skills
Self-directed, Articulate, Attention To Detail, Sales, Event Planning, Cold Calling, Customer Service, Marketing Strategy, Microsoft Office, Leadership, Training, Retail, Marketing, New Business Development, Team Building, Strategic Planning, Management, Direct Sales, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1987
Bachelor's degree, Marketing
Dickinson College 1983 — 1984
Liberal Arts
Blake McKibbin's Merrill Lynch Experience July 2014 - Present
Job Vice President Trust Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Farm Bureau Financial Services December 2007 - July 2014
Education
Drake University Law School 2004 — 2007
Juris Doctorate (JD)
University of Utah 2001 — 2004
Bachelor of Science (BS), Sociology and Social Psychology
Merrill Lynch July 2014 - Present
Farm Bureau Financial Services December 2007 - July 2014
Education
Drake University Law School 2004 — 2007
Juris Doctorate (JD)
University of Utah 2001 — 2004
Bachelor of Science (BS), Sociology and Social Psychology
Raffaella DeFilippo Raffaella DeFilippo's Merrill Lynch Experience November 2006 - April 2007
Job money manager
Industry Financial Services
Experience
Self-employed September 2005 - Present
Merrill Lynch November 2006 - April 2007
United States Bankruptcy Court August 1998 - December 1998
United States Department of Justice June 1998 - September 1998
City of Jersey City June 1997 - August 1997
Skills
Stock Picking, Real Estate Transactions, Stock Market, Real Estate License, Bankruptcy, Current Affairs, European politics, European Markets
Education
Suffolk University 2006 — 2007
Certificate in Financial Planning, Financial Planning and Services
Suffolk University - Sawyer School of Management 1999 — 2001
Master of Business Administration (MBA), Internaitonal Business, Marketing
Suffolk University Law School, Suffolk University Sawyer School of Management, Drew University 1996 — 2001
BA, JD, MBA, English Literature, Law and International Business
Suffolk Law School 1996 — 1999
Doctor of Law (JD), Bankruptcy
Drew University 1992 — 1996
Bachelor's degree, English Language and Literature/Letters, History, and Theater Arts
Self-employed September 2005 - Present
Merrill Lynch November 2006 - April 2007
United States Bankruptcy Court August 1998 - December 1998
United States Department of Justice June 1998 - September 1998
City of Jersey City June 1997 - August 1997
Skills
Stock Picking, Real Estate Transactions, Stock Market, Real Estate License, Bankruptcy, Current Affairs, European politics, European Markets
Education
Suffolk University 2006 — 2007
Certificate in Financial Planning, Financial Planning and Services
Suffolk University - Sawyer School of Management 1999 — 2001
Master of Business Administration (MBA), Internaitonal Business, Marketing
Suffolk University Law School, Suffolk University Sawyer School of Management, Drew University 1996 — 2001
BA, JD, MBA, English Literature, Law and International Business
Suffolk Law School 1996 — 1999
Doctor of Law (JD), Bankruptcy
Drew University 1992 — 1996
Bachelor's degree, English Language and Literature/Letters, History, and Theater Arts
Kyle Reinhardt Kyle Reinhardt's Merrill Lynch Experience June 2011 - August 2011
Job Regional Sales Consultant at Invesco Ltd.
Industry Investment Management
Experience
Invesco US March 2015 - Present
FMS Wertmanagement Service GmbH April 2014 - March 2015
KLS Professional Advisors, LLC July 2012 - March 2014
Morgan Stanley Wealth Management January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
AlphaWire - Industrial Wire & Cable May 2010 - August 2010
Skills
Financial Modeling, Investments, Bloomberg, Series 65, Series 63, Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Team Leadership, Process Optimization, Strategic Communications, Summit, Financial Analysis, Equities, Portfolio Management
Education
Drew University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Newton High School 2004 — 2008
Invesco US March 2015 - Present
FMS Wertmanagement Service GmbH April 2014 - March 2015
KLS Professional Advisors, LLC July 2012 - March 2014
Morgan Stanley Wealth Management January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
AlphaWire - Industrial Wire & Cable May 2010 - August 2010
Skills
Financial Modeling, Investments, Bloomberg, Series 65, Series 63, Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Team Leadership, Process Optimization, Strategic Communications, Summit, Financial Analysis, Equities, Portfolio Management
Education
Drew University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Newton High School 2004 — 2008
Ray Walters Ray Walters's Merrill Lynch Experience April 1995 - September 2008
Job Senior Vice President at CitiBank
Industry Computer Software
Experience
CitiBank September 2013 - Present
Microsoft December 2011 - September 2013
Technisource April 2009 - December 2011
Bristol-Myers Squibb 2008 - 2011
Merrill Lynch April 1995 - September 2008
Skills
SharePoint, SDLC, Microsoft Exchange, Cloud Computing, IT Strategy, Business Intelligence, Disaster Recovery, Enterprise Architecture, Business Analysis, Project Management, Windows Server, Program Management, Active Directory, Process Improvement, Software Project..., Strategy, IT Management, Solution Architecture, Integration, Vendor Management, ITIL, Requirements Analysis, Data Center, Enterprise Software, Microsoft Technologies, Project Portfolio..., System Deployment, PMP, Virtualization, IT Service Management, Infrastructure
Education
Drew University 1970 — 1973
Bachelor of Arts, Political Science
Rider University
CitiBank September 2013 - Present
Microsoft December 2011 - September 2013
Technisource April 2009 - December 2011
Bristol-Myers Squibb 2008 - 2011
Merrill Lynch April 1995 - September 2008
Skills
SharePoint, SDLC, Microsoft Exchange, Cloud Computing, IT Strategy, Business Intelligence, Disaster Recovery, Enterprise Architecture, Business Analysis, Project Management, Windows Server, Program Management, Active Directory, Process Improvement, Software Project..., Strategy, IT Management, Solution Architecture, Integration, Vendor Management, ITIL, Requirements Analysis, Data Center, Enterprise Software, Microsoft Technologies, Project Portfolio..., System Deployment, PMP, Virtualization, IT Service Management, Infrastructure
Education
Drew University 1970 — 1973
Bachelor of Arts, Political Science
Rider University
Raven Brockriede's Merrill Lynch Experience July 2013 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Skills
Social Media Marketing, Social Media, Advertising, InDesign, Graphic Design, Research, Public Speaking, Account Management, Social Networking, Customer Service, Public Relations, New Business Development, Email Marketing, Marketing Strategy, Online Marketing, Adobe Creative Suite, Microsoft Office, Marketing, Sales, Salesforce.com, Data Entry, Event Planning, Editing, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Management
Education
Drew University 2006 — 2010
B.A., Sociology, Studio Art
Merrill Lynch July 2013 - Present
Skills
Social Media Marketing, Social Media, Advertising, InDesign, Graphic Design, Research, Public Speaking, Account Management, Social Networking, Customer Service, Public Relations, New Business Development, Email Marketing, Marketing Strategy, Online Marketing, Adobe Creative Suite, Microsoft Office, Marketing, Sales, Salesforce.com, Data Entry, Event Planning, Editing, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Management
Education
Drew University 2006 — 2010
B.A., Sociology, Studio Art
Andre Jordan Andre Jordan's Merrill Lynch Experience May 2011 - August 2011
Job Client Services Specialist at CBRE
Industry Real Estate
Experience
CBRE June 2015 - Present
Capstone Realty Advisors, Inc December 2014 - May 2015
Major League Soccer August 2013 - May 2014
Major League Soccer August 2013 - January 2014
Major League Soccer December 2013 - December 2013
Whitesmith Entertainment September 2013 - November 2013
HiddN Bridge February 2013 - February 2013
Brooklyn Nets June 2012 - August 2012
Unicredit August 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
Team Leadership, Microsoft Office, International Business, International Relations, Creative Direction, Marketing, Investments, Event Planning, Finance, Fundraising, Microsoft Excel, Research, Customer Service, Sales
Education
Dickinson College 2009 — 2013
Bachelor of Arts (BA), International Relations and Affairs
Russian State University for the Humanities 2011 — 2012
Study Abroad
CBRE June 2015 - Present
Capstone Realty Advisors, Inc December 2014 - May 2015
Major League Soccer August 2013 - May 2014
Major League Soccer August 2013 - January 2014
Major League Soccer December 2013 - December 2013
Whitesmith Entertainment September 2013 - November 2013
HiddN Bridge February 2013 - February 2013
Brooklyn Nets June 2012 - August 2012
Unicredit August 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
Team Leadership, Microsoft Office, International Business, International Relations, Creative Direction, Marketing, Investments, Event Planning, Finance, Fundraising, Microsoft Excel, Research, Customer Service, Sales
Education
Dickinson College 2009 — 2013
Bachelor of Arts (BA), International Relations and Affairs
Russian State University for the Humanities 2011 — 2012
Study Abroad
Mathew Shaffer's Merrill Lynch Experience April 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Forest Laboratories October 2006 - April 2012
One Point Inc. July 2003 - October 2006
Skills
Strategic Financial..., Financial Analysis, Financial Advisory, Financial Risk, Wealth Management, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Multi-generational...
Education
Dickinson College 1998 — 2002
Bachelor of Arts (BA), English Language and Literature, General
Merrill Lynch April 2012 - Present
Forest Laboratories October 2006 - April 2012
One Point Inc. July 2003 - October 2006
Skills
Strategic Financial..., Financial Analysis, Financial Advisory, Financial Risk, Wealth Management, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Multi-generational...
Education
Dickinson College 1998 — 2002
Bachelor of Arts (BA), English Language and Literature, General
David Cimino David Cimino's Merrill Lynch Experience June 2007 - September 2007
Job Senior Analyst Asset Optimization at PSEG
Industry Oil & Energy
Experience
PSEG March 2014 - Present
Con Edison Energy November 2011 - March 2014
Con Edison Energy July 2009 - November 2011
Con Edison Energy December 2008 - July 2009
Merrill Lynch June 2007 - September 2007
Skills
ICE, nMarket, NERC Tagging, PI, Microsoft Excel, PowerPoint, Visual Basic, Allegro, Energy Markets, Commodity Markets, Hedging, Commodity, PJM, Energy Industry, Analysis, Energy, Financial Analysis, Management, Natural Gas, Renewable Energy, Trading
Education
Drew University 2004 — 2008
BA, Economics
Ramsey High School 2000 — 2004
PSEG March 2014 - Present
Con Edison Energy November 2011 - March 2014
Con Edison Energy July 2009 - November 2011
Con Edison Energy December 2008 - July 2009
Merrill Lynch June 2007 - September 2007
Skills
ICE, nMarket, NERC Tagging, PI, Microsoft Excel, PowerPoint, Visual Basic, Allegro, Energy Markets, Commodity Markets, Hedging, Commodity, PJM, Energy Industry, Analysis, Energy, Financial Analysis, Management, Natural Gas, Renewable Energy, Trading
Education
Drew University 2004 — 2008
BA, Economics
Ramsey High School 2000 — 2004
Slade Yancy Slade Yancy's Merrill Lynch Experience September 2013 - April 2015
Job VP, Market Sales Manager II at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch September 2013 - April 2015
Merrill Lynch April 2011 - September 2013
Dickinson College Greater New Haven Alumni Chapter April 2009 - September 2013
Greater New Haven Chamber of Commerce May 2009 - May 2013
Quinnipiack Club June 2011 - January 2013
Y-GO Forums May 2010 - April 2011
Merrill Lynch June 2008 - May 2010
Dickinson Chidokwn Karate Club January 2004 - May 2007
Timex Corporation June 2005 - August 2005
Skills
Public Speaking, Project Management, Competitive Analysis, CRM, Business Development, Trading, Financial Markets, Licensing, Data Collection, Strategic Planning, Marketing, Series 7, Investments, Mutual Funds, Social Media, Data Analysis, Banking, Finance, Leadership, Sales, Analysis
Education
Dickinson College 2003 — 2007
BA, International Business & Management
Universidad de Málaga
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch September 2013 - April 2015
Merrill Lynch April 2011 - September 2013
Dickinson College Greater New Haven Alumni Chapter April 2009 - September 2013
Greater New Haven Chamber of Commerce May 2009 - May 2013
Quinnipiack Club June 2011 - January 2013
Y-GO Forums May 2010 - April 2011
Merrill Lynch June 2008 - May 2010
Dickinson Chidokwn Karate Club January 2004 - May 2007
Timex Corporation June 2005 - August 2005
Skills
Public Speaking, Project Management, Competitive Analysis, CRM, Business Development, Trading, Financial Markets, Licensing, Data Collection, Strategic Planning, Marketing, Series 7, Investments, Mutual Funds, Social Media, Data Analysis, Banking, Finance, Leadership, Sales, Analysis
Education
Dickinson College 2003 — 2007
BA, International Business & Management
Universidad de Málaga
Connor Lem's Merrill Lynch Experience May 2011 - August 2011
Job Investment Analyst at Parametric Clifton
Industry Financial Services
Experience
Parametric June 2014 - Present
Cargill June 2013 - June 2014
Drake University August 2012 - May 2013
SUPERVALU May 2012 - August 2012
Sara Lee September 2011 - April 2012
Bestbikeever.com May 2011 - August 2011
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Strategic Financial..., Accounting, Corporate Finance, Analysis, Investments, Marketing, GAAP, Hyperion Enterprise, Valuation, Sarbanes-Oxley, Derivatives, Portfolio Management
Education
Drake University 2010 — 2013
Bachelor, Finance/Accounting with concentrations in Investments and Corporate Finance
Minnetonka
Parametric June 2014 - Present
Cargill June 2013 - June 2014
Drake University August 2012 - May 2013
SUPERVALU May 2012 - August 2012
Sara Lee September 2011 - April 2012
Bestbikeever.com May 2011 - August 2011
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Strategic Financial..., Accounting, Corporate Finance, Analysis, Investments, Marketing, GAAP, Hyperion Enterprise, Valuation, Sarbanes-Oxley, Derivatives, Portfolio Management
Education
Drake University 2010 — 2013
Bachelor, Finance/Accounting with concentrations in Investments and Corporate Finance
Minnetonka
Caroline Kuras Caroline Kuras's Merrill Lynch Experience May 2014 - Present
Job Administrative Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Drew University August 2011 - May 2014
LPL Financial October 2013 - April 2014
Galtere Ltd May 2013 - June 2013
Schultz Eye Center May 2012 - April 2013
Northwestern Mutual May 2012 - August 2012
Skills
Polish, Italian, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Photography, Marketing, Market Research, Microsoft Office, Management, Advertising, Recruiting, Time Management
Education
Drew University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Pope John XXIII Regional High School 2006 — 2010
High School
Merrill Lynch May 2014 - Present
Drew University August 2011 - May 2014
LPL Financial October 2013 - April 2014
Galtere Ltd May 2013 - June 2013
Schultz Eye Center May 2012 - April 2013
Northwestern Mutual May 2012 - August 2012
Skills
Polish, Italian, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Photography, Marketing, Market Research, Microsoft Office, Management, Advertising, Recruiting, Time Management
Education
Drew University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Pope John XXIII Regional High School 2006 — 2010
High School
Parker Waldron Parker Waldron's Merrill Lynch Experience June 2012 - August 2012
Job Associate at SkyBridge Capital
Industry Higher Education
Experience
SkyBridge Capital October 2014 - Present
Dickinson College August 2010 - May 2014
Viacom June 2013 - August 2013
Event Advisory Board August 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Kinnelon Lacrosse July 2011 - July 2012
Slouchback Co. May 2010 - August 2010
Skills
Leadership, Marketing, Portfolio Management, Customer Service, PowerPoint, Research, Community Outreach, Strategy, Microsoft Excel, Public Speaking, Social Media, Business Development, Fundraising, Spanish
Education
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Economics
SkyBridge Capital October 2014 - Present
Dickinson College August 2010 - May 2014
Viacom June 2013 - August 2013
Event Advisory Board August 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Kinnelon Lacrosse July 2011 - July 2012
Slouchback Co. May 2010 - August 2010
Skills
Leadership, Marketing, Portfolio Management, Customer Service, PowerPoint, Research, Community Outreach, Strategy, Microsoft Excel, Public Speaking, Social Media, Business Development, Fundraising, Spanish
Education
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Economics
Joseph Kiernan's Merrill Lynch Experience June 2014 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
William Morris Endeavor June 2012 - September 2012
Point O’ Woods Association April 2004 - January 2011
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), History and Theatre
Draper University
Merrill Lynch June 2014 - Present
William Morris Endeavor June 2012 - September 2012
Point O’ Woods Association April 2004 - January 2011
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), History and Theatre
Draper University
Gilbert Gazzia Gilbert Gazzia's Merrill Lynch Experience January 1980 - October 2000
Job ELearning Developer at Bisk Education
Industry Military
Experience
Bisk Education February 2015 - Present
JHT, Inc. October 2013 - October 2014
Kell-Sibley May 2008 - September 2013
General Dynamics June 2008 - May 2009
Universal Systems and Technology, Inc (UNITECH) April 2003 - April 2008
U.S. Merchant Marine Academy September 2002 - March 2003
Intelligent Decision Systems, Inc. (IDSI) February 2002 - September 2002
Merrill Lynch January 1980 - October 2000
Skills
Adobe Captivate, OutStart Evolution /..., Section 508, Macromedia Dreamweaver, HTML, Adobe Fireworks, Flash, AIM I, Blackboard, Microsoft Office, SnagIt, SharePoint, SCORM, Distance Learning, Instructional Design, ADDIE, Quality Assurance, Team Management, Captivate
Education
Control Data Institute 1977 — 1978
Computer Programming
OutStart Evolution 2004 — 2004
Evolution Platform Workshop Certificate, Evolution LCMS
DPT Business School 2000 — 2000
Web Development (Server / Client)
Bisk Education February 2015 - Present
JHT, Inc. October 2013 - October 2014
Kell-Sibley May 2008 - September 2013
General Dynamics June 2008 - May 2009
Universal Systems and Technology, Inc (UNITECH) April 2003 - April 2008
U.S. Merchant Marine Academy September 2002 - March 2003
Intelligent Decision Systems, Inc. (IDSI) February 2002 - September 2002
Merrill Lynch January 1980 - October 2000
Skills
Adobe Captivate, OutStart Evolution /..., Section 508, Macromedia Dreamweaver, HTML, Adobe Fireworks, Flash, AIM I, Blackboard, Microsoft Office, SnagIt, SharePoint, SCORM, Distance Learning, Instructional Design, ADDIE, Quality Assurance, Team Management, Captivate
Education
Control Data Institute 1977 — 1978
Computer Programming
OutStart Evolution 2004 — 2004
Evolution Platform Workshop Certificate, Evolution LCMS
DPT Business School 2000 — 2000
Web Development (Server / Client)
Vanessa-Isabelle Chery Vanessa-Isabelle Chery's Merrill Lynch Experience March 2011 - October 2011
Job VP Business Change Project Manager at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
JPMorgan Chase March 2013 - December 2013
Barclays Capital April 2012 - September 2012
Merrill Lynch March 2011 - October 2011
Morgan Stanley Smith Barney July 2010 - December 2010
UBS Investment Bank April 2008 - August 2009
Deutsche Bank January 2006 - October 2007
MortgageIT October 2004 - December 2005
Skills
Financial Services, Investment Banking, Capital Markets, Fixed Income, Banking, Business Process, Risk Management, Project Management, Due Diligence, Mortgage Lending, Business Development, PMO Development, Finance, Asset Management, Business Analysis, Asset Managment, Loans, PMO, Management, Mergers & Acquisitions, Leadership
Education
Dowling College 2004 — 2006
MBA, Corporate Banking & Financee
Pace University 1995 — 1999
BA, Political Science & International Marketing
J.P. Morgan January 2014 - Present
JPMorgan Chase March 2013 - December 2013
Barclays Capital April 2012 - September 2012
Merrill Lynch March 2011 - October 2011
Morgan Stanley Smith Barney July 2010 - December 2010
UBS Investment Bank April 2008 - August 2009
Deutsche Bank January 2006 - October 2007
MortgageIT October 2004 - December 2005
Skills
Financial Services, Investment Banking, Capital Markets, Fixed Income, Banking, Business Process, Risk Management, Project Management, Due Diligence, Mortgage Lending, Business Development, PMO Development, Finance, Asset Management, Business Analysis, Asset Managment, Loans, PMO, Management, Mergers & Acquisitions, Leadership
Education
Dowling College 2004 — 2006
MBA, Corporate Banking & Financee
Pace University 1995 — 1999
BA, Political Science & International Marketing
Peter J. Costanzo III Peter J. Costanzo III's Merrill Lynch Experience June 2011 - August 2011
Job Student at Dickinson College
Industry
Experience
AIG September 2014 - Present
NBC Sports & Olympics February 2014 - February 2014
NBCUniversal, May 2013 - August 2013
NBC Sports & Olympics May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Market Research, Analysis, Social Media Marketing, Video Logging, Media Production, Avid Interplay Assist, Media Asset Manager, Final Cut Pro, Adobe Photoshop..., Lightbox, Drupal, Sparklist/Lyris, NBCUniversal Media..., Olympic Programming...
Education
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), International Business & Management / Economics
Millburn High School 2006 — 2010
AIG September 2014 - Present
NBC Sports & Olympics February 2014 - February 2014
NBCUniversal, May 2013 - August 2013
NBC Sports & Olympics May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Market Research, Analysis, Social Media Marketing, Video Logging, Media Production, Avid Interplay Assist, Media Asset Manager, Final Cut Pro, Adobe Photoshop..., Lightbox, Drupal, Sparklist/Lyris, NBCUniversal Media..., Olympic Programming...
Education
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), International Business & Management / Economics
Millburn High School 2006 — 2010
Tracy Cao Tracy Cao's Merrill Lynch Experience November 2011 - May 2012
Job Manager Research Analyst at FIS Group
Industry Financial Services
Experience
FIS Group March 2013 - Present
UBS Investment Bank June 2012 - August 2012
Merrill Lynch November 2011 - May 2012
UBS Investment Bank March 2010 - June 2010
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master, Finance, 3.87/4.00
Universiteit van Amsterdam 2009 — 2010
Master, Finance, 3.60 / 4.00
Dongbei University of Finance and Economics 2005 — 2009
Bachelor, Economics-Insurance, 3.64 / 4.00
FIS Group March 2013 - Present
UBS Investment Bank June 2012 - August 2012
Merrill Lynch November 2011 - May 2012
UBS Investment Bank March 2010 - June 2010
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master, Finance, 3.87/4.00
Universiteit van Amsterdam 2009 — 2010
Master, Finance, 3.60 / 4.00
Dongbei University of Finance and Economics 2005 — 2009
Bachelor, Economics-Insurance, 3.64 / 4.00
Kayla Sedbrook Kayla Sedbrook's Merrill Lynch Experience October 2011 - April 2013
Job Data Analyst at UnityPoint at Home
Industry Hospital & Health Care
Experience
UnityPoint At Home June 2015 - Present
Nordstrom June 2013 - June 2015
Merrill Lynch October 2011 - April 2013
U.S. Committee for Refugees and Immigrants September 2012 - December 2012
Nordstrom June 2012 - August 2012
Coopera Consulting September 2011 - November 2011
Vermillion State Bank March 2009 - August 2011
Nordstrom May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Access, Sales, Financial Analysis, Microsoft Word, Social Media Marketing, Accounting, Bank Fee Budgeting, Data Analysis, Community Development
Education
Drake University 2009 — 2013
Bachelor of Business and Public Administration (B.B.A.), Finance and International Relations
University of Hyderabad
UnityPoint At Home June 2015 - Present
Nordstrom June 2013 - June 2015
Merrill Lynch October 2011 - April 2013
U.S. Committee for Refugees and Immigrants September 2012 - December 2012
Nordstrom June 2012 - August 2012
Coopera Consulting September 2011 - November 2011
Vermillion State Bank March 2009 - August 2011
Nordstrom May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Access, Sales, Financial Analysis, Microsoft Word, Social Media Marketing, Accounting, Bank Fee Budgeting, Data Analysis, Community Development
Education
Drake University 2009 — 2013
Bachelor of Business and Public Administration (B.B.A.), Finance and International Relations
University of Hyderabad
Ruth Ferguson Ruth Ferguson's Merrill Lynch Experience March 2007 - June 2010
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Merrill Lynch March 2007 - June 2010
JPMorgan 1992 - 2007
JP Morgan 1992 - 2007
JP Morgan Chase 1992 - 2006
Skills
Investment Banking, Fixed Income, Equities, Performance Management, Employee Relations, Investments, Human Resources, Deferred Compensation, Management, Capital Markets, Executive Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Dickinson College 1988 — 1992
BA, Economics
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Merrill Lynch March 2007 - June 2010
JPMorgan 1992 - 2007
JP Morgan 1992 - 2007
JP Morgan Chase 1992 - 2006
Skills
Investment Banking, Fixed Income, Equities, Performance Management, Employee Relations, Investments, Human Resources, Deferred Compensation, Management, Capital Markets, Executive Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Dickinson College 1988 — 1992
BA, Economics
Linda Barlow Linda Barlow's Merrill Lynch Experience 1981 - 1985
Job Barringtonltd Sales Rep, Right1Brand LLC partner
Industry Real Estate
Experience
Platinum Realty April 2012 - Present
BarNone Staging January 2004 - Present
Linked Property Solutions, LLC April 2012 - September 2013
Keller Williams Realty Prof. Partners September 2010 - April 2012
Remax Premier Realty May 2006 - September 2010
Remax State Line April 2004 - May 2006
Merrill Lynch 1981 - 1985
Skills
Residential Homes, First Time Home Buyers, Sellers, Real Estate, Short Sales, REO, Relocation, Commercial Real Estate, Referrals, Leases, Property, Real Estate Transactions, Buyers, Investment Properties, Condos, Single Family Homes, Listings, New Home Sales, Foreclosures, Home Staging, Buyer Representation, Investors, Move Up Buyers, HUD
Education
Drake University 1977 — 1981
BSBA, Finance and Marketing
Platinum Realty April 2012 - Present
BarNone Staging January 2004 - Present
Linked Property Solutions, LLC April 2012 - September 2013
Keller Williams Realty Prof. Partners September 2010 - April 2012
Remax Premier Realty May 2006 - September 2010
Remax State Line April 2004 - May 2006
Merrill Lynch 1981 - 1985
Skills
Residential Homes, First Time Home Buyers, Sellers, Real Estate, Short Sales, REO, Relocation, Commercial Real Estate, Referrals, Leases, Property, Real Estate Transactions, Buyers, Investment Properties, Condos, Single Family Homes, Listings, New Home Sales, Foreclosures, Home Staging, Buyer Representation, Investors, Move Up Buyers, HUD
Education
Drake University 1977 — 1981
BSBA, Finance and Marketing
Ann J. Parks's Merrill Lynch Experience 1977 - 1988
Job Managing Partner, Parks Executive Coaching & Leadership Consultant Flynn Heath Holt Leadership
Industry Management Consulting
Experience
Parks Executive Coaching, LLC January 2011 - Present
Financial Industry Regulatory Authority 2003 - April 2014
JPMorgan Chase 2000 - 2002
Citi 1996 - 2000
Lehman Brothers 1992 - 1996
Resolution Trust Corp 1991 - 1991
Hunter College 1989 - 1990
Merrill Lynch 1977 - 1988
Skills
Leadership Development, Executive Coaching, Organizational..., Mergers, Coaching, MBTI Certified, FIRO-B, DISC, EQi, Hogan Assessments, Mergers & Acquisitions, Human Resources, Program Management, Management, MBTI, Leadership, Performance Management, Employee Engagement, Change Management, Training, Talent Management, Organizational..., Policy, Succession Planning, Employee Benefits, Workshop Facilitation, Organizational Design, Nonprofits, Management Development
Education
Drew University
BA, History / Poltical Science
New York University
MA, Education
Parks Executive Coaching, LLC January 2011 - Present
Financial Industry Regulatory Authority 2003 - April 2014
JPMorgan Chase 2000 - 2002
Citi 1996 - 2000
Lehman Brothers 1992 - 1996
Resolution Trust Corp 1991 - 1991
Hunter College 1989 - 1990
Merrill Lynch 1977 - 1988
Skills
Leadership Development, Executive Coaching, Organizational..., Mergers, Coaching, MBTI Certified, FIRO-B, DISC, EQi, Hogan Assessments, Mergers & Acquisitions, Human Resources, Program Management, Management, MBTI, Leadership, Performance Management, Employee Engagement, Change Management, Training, Talent Management, Organizational..., Policy, Succession Planning, Employee Benefits, Workshop Facilitation, Organizational Design, Nonprofits, Management Development
Education
Drew University
BA, History / Poltical Science
New York University
MA, Education
Kathy Williams Kathy Williams's Merrill Lynch Experience August 1983 - August 1986
Job Business Teacher at Southold High School
Industry Primary/Secondary Education
Experience
UCLA - Certification June 2012 - Present
Southold High School September 1991 - Present
Southold High School September 1991 - Present
College Counseling July 2012 - Present
Merrill Lynch August 1983 - August 1986
Skills
Teaching, Curriculum Design, Educational Technology, Lesson Planning, Staff Development, Classroom Management, Public Speaking, Tutoring, Teacher Training, Curriculum Development, Educational Leadership, Technology Integration, Instructional Technology, Classroom, Student Counseling, Social Media, Special Education
Education
UCLA Extension 2011 — 2013
Independent College Counseling Certification, College Admissions
Dowling College 1979 — 1983
Masters Degree, Education
C.W. Post 1979 — 1982
Bachelors Degree, Finance & Economics
UCLA - Certification June 2012 - Present
Southold High School September 1991 - Present
Southold High School September 1991 - Present
College Counseling July 2012 - Present
Merrill Lynch August 1983 - August 1986
Skills
Teaching, Curriculum Design, Educational Technology, Lesson Planning, Staff Development, Classroom Management, Public Speaking, Tutoring, Teacher Training, Curriculum Development, Educational Leadership, Technology Integration, Instructional Technology, Classroom, Student Counseling, Social Media, Special Education
Education
UCLA Extension 2011 — 2013
Independent College Counseling Certification, College Admissions
Dowling College 1979 — 1983
Masters Degree, Education
C.W. Post 1979 — 1982
Bachelors Degree, Finance & Economics
Robert DuBois Robert DuBois's Merrill Lynch Experience June 2009 - December 2009
Job Boat Deliveries & Sailing Instructions at Capt. Robert E. DuBois
Industry Leisure, Travel & Tourism
Experience
Boat Deliveries & Sailing Instructions June 2010 - Present
United Health Group / MetLife / J&J - HCS (Health Care Systems) November 2010 - July 2014
Metlife & Wyndham Hotel Group March 2010 - August 2010
Merrill Lynch June 2009 - December 2009
ETS (Educational Testing Services) January 2007 - January 2009
Digital Graphics & Full Service Signage Company January 2004 - December 2006
Bear Stearns October 1997 - January 2004
Chubb Insurance January 1995 - October 1997
Merrill Lynch April 1990 - January 1995
AT&T, NYNEX, BAMS, IBM, Continental Insurance and Texaco August 1977 - April 1990
Skills
SDLC, Business Analysis, PMP, Vendor Management, Program Management, Business Intelligence, PMO, Process Improvement, Business Process, Integration, MS Project, Agile Methodologies, Change Management, Project Management, SharePoint, Quality Assurance, CRM, Resource Management, Six Sigma, Microsoft Project
Education
Dowling College 1975 — 1977
BS Aeronautics & Management, Aeronautics and Management
Nassau Community College 1973 — 1975
AS Business Administration, Business Administration and Management, General
Lynbrook High School 1969 — 1973
Regents Degree:, Physics, Chemistry, Biology, Mathematics
Raritan Valley Community College
Certificate in Project Management, - PMI Knowledge areas and pratical project management practices
Raritan Valley Community College
Six Sigma - Green Belt Certification, PMI Project Management
Boat Deliveries & Sailing Instructions June 2010 - Present
United Health Group / MetLife / J&J - HCS (Health Care Systems) November 2010 - July 2014
Metlife & Wyndham Hotel Group March 2010 - August 2010
Merrill Lynch June 2009 - December 2009
ETS (Educational Testing Services) January 2007 - January 2009
Digital Graphics & Full Service Signage Company January 2004 - December 2006
Bear Stearns October 1997 - January 2004
Chubb Insurance January 1995 - October 1997
Merrill Lynch April 1990 - January 1995
AT&T, NYNEX, BAMS, IBM, Continental Insurance and Texaco August 1977 - April 1990
Skills
SDLC, Business Analysis, PMP, Vendor Management, Program Management, Business Intelligence, PMO, Process Improvement, Business Process, Integration, MS Project, Agile Methodologies, Change Management, Project Management, SharePoint, Quality Assurance, CRM, Resource Management, Six Sigma, Microsoft Project
Education
Dowling College 1975 — 1977
BS Aeronautics & Management, Aeronautics and Management
Nassau Community College 1973 — 1975
AS Business Administration, Business Administration and Management, General
Lynbrook High School 1969 — 1973
Regents Degree:, Physics, Chemistry, Biology, Mathematics
Raritan Valley Community College
Certificate in Project Management, - PMI Knowledge areas and pratical project management practices
Raritan Valley Community College
Six Sigma - Green Belt Certification, PMI Project Management
John Vacheron John Vacheron's Merrill Lynch Experience November 2013 - March 2014
Job Fairfield University Graduate: BS Finance
Industry Financial Services
Experience
Horizon Kinetics LLC June 2014 - September 2014
Merrill Lynch November 2013 - March 2014
Youth Basketball November 2012 - March 2013
Noble Group May 2012 - August 2012
Merrill Lynch May 2011 - January 2012
Skills
Microsoft Excel, Equities, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Finance, Microsoft Word
Education
Fairfield University 2011 — 2015
Finance
Dickinson College 2010 — 2011
Horizon Kinetics LLC June 2014 - September 2014
Merrill Lynch November 2013 - March 2014
Youth Basketball November 2012 - March 2013
Noble Group May 2012 - August 2012
Merrill Lynch May 2011 - January 2012
Skills
Microsoft Excel, Equities, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Finance, Microsoft Word
Education
Fairfield University 2011 — 2015
Finance
Dickinson College 2010 — 2011
Dana Schroeder-Davis Dana Schroeder-Davis's Merrill Lynch Experience June 2012 - August 2012
Job Proofreader and Editor
Industry Financial Services
Experience
Indecomm Global Services October 2012 - October 2013
Merrill Lynch June 2012 - August 2012
American Friends Service Committee September 2009 - December 2009
Minnesota Institute for Talented Youth June 2003 - June 2008
Skills
Creative Writing, Proofreading, Editing, Grammar, Dependable Team Player, Time Management, Critical Thinking, Self Directed, Independent Thinking
Education
CareerStep 2013 — 2014
Medical Transcription and Editing
Drake University 2008 — 2010
Bachelor of Fine Arts (B.F.A.), Creative Writing
Indecomm Global Services October 2012 - October 2013
Merrill Lynch June 2012 - August 2012
American Friends Service Committee September 2009 - December 2009
Minnesota Institute for Talented Youth June 2003 - June 2008
Skills
Creative Writing, Proofreading, Editing, Grammar, Dependable Team Player, Time Management, Critical Thinking, Self Directed, Independent Thinking
Education
CareerStep 2013 — 2014
Medical Transcription and Editing
Drake University 2008 — 2010
Bachelor of Fine Arts (B.F.A.), Creative Writing
Keith Schnaars Keith Schnaars's Merrill Lynch Experience September 1994 - Present
Job Director, Ultra HNW Solutions
Industry Financial Services
Experience
Merrill Lynch September 1994 - Present
William Lawrence Camp March 2012 - Present
West Side Presbyterian Church, Ridgewood, NJ January 2009 - December 2014
Sony 1985 - 1992
Education
Drew University
BA
New York Law School
JD with honors, tax and securities law
William Paterson University of New Jersey
MBA, Finance
Merrill Lynch September 1994 - Present
William Lawrence Camp March 2012 - Present
West Side Presbyterian Church, Ridgewood, NJ January 2009 - December 2014
Sony 1985 - 1992
Education
Drew University
BA
New York Law School
JD with honors, tax and securities law
William Paterson University of New Jersey
MBA, Finance
Jefferson Batt Jefferson Batt's Merrill Lynch Experience June 1996 - May 1999
Job Investment Adviser Representative at Voya Finanancial Advisors
Industry Financial Services
Experience
Voya Finanancial Advisors September 2014 - Present
ING Financial Partners February 2010 - September 2014
Princor Financial Services Corporation August 2006 - February 2010
Dakota Ridge Real Estate Solutions January 2003 - July 2006
Despres & Assocaites August 2001 - December 2002
Mc.Net June 1999 - July 2001
Merrill Lynch June 1996 - May 1999
Education
Drake University 1992 — 1996
BA, Business Administration
Voya Finanancial Advisors September 2014 - Present
ING Financial Partners February 2010 - September 2014
Princor Financial Services Corporation August 2006 - February 2010
Dakota Ridge Real Estate Solutions January 2003 - July 2006
Despres & Assocaites August 2001 - December 2002
Mc.Net June 1999 - July 2001
Merrill Lynch June 1996 - May 1999
Education
Drake University 1992 — 1996
BA, Business Administration
Brooke Nielsen Brooke Nielsen's Merrill Lynch Experience October 2009 - May 2010
Job Financial Analyst at HNI Corporation
Industry Furniture
Experience
HNI Corporation May 2011 - Present
Aviva plc June 2010 - August 2010
Merrill Lynch October 2009 - May 2010
Adventureland April 2009 - September 2009
Education
Drake University 2007 — 2011
Bachelor of Science in Business Administration, Accounting / Finance Double Major with Insurance Concentration
Makerere University
HNI Corporation May 2011 - Present
Aviva plc June 2010 - August 2010
Merrill Lynch October 2009 - May 2010
Adventureland April 2009 - September 2009
Education
Drake University 2007 — 2011
Bachelor of Science in Business Administration, Accounting / Finance Double Major with Insurance Concentration
Makerere University
Daniel Needham Daniel Needham's Merrill Lynch Experience December 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
The Guardian Life Insurance Company of America November 2011 - December 2012
Morgan Stanley November 2010 - August 2011
Happy Families International Center March 1999 - November 2010
Central Hudson Gas & Electric July 1998 - March 1999
Central Hudson Gas & Electric June 1993 - July 1998
Central Hudson Gas & Electric May 1987 - June 1993
USAF August 1980 - May 1986
Skills
Investments, Strategic Financial..., Fixed Income, Capital Markets, Equities, Financial Services, Disability Insurance, Retirement
Education
Dowling College 2000 — 2001
MBA, Finance & Banking
Mount Saint Mary College 1995 — 1998
BS, Business Administration and Accounting
Merrill Lynch December 2012 - Present
The Guardian Life Insurance Company of America November 2011 - December 2012
Morgan Stanley November 2010 - August 2011
Happy Families International Center March 1999 - November 2010
Central Hudson Gas & Electric July 1998 - March 1999
Central Hudson Gas & Electric June 1993 - July 1998
Central Hudson Gas & Electric May 1987 - June 1993
USAF August 1980 - May 1986
Skills
Investments, Strategic Financial..., Fixed Income, Capital Markets, Equities, Financial Services, Disability Insurance, Retirement
Education
Dowling College 2000 — 2001
MBA, Finance & Banking
Mount Saint Mary College 1995 — 1998
BS, Business Administration and Accounting
George Salter II, CFP® George Salter II, CFP®'s Merrill Lynch Experience September 2003 - August 2005
Job Partner at Blossom Ventures
Industry Investment Management
Experience
Blossom Ventures December 2011 - Present
Blossom Wealth Management June 2009 - Present
Capistrano Global Advisory Services May 2009 - Present
Dominican University of California January 2009 - Present
Mustang Soccer July 2009 - October 2009
Smith Barney April 2006 - June 2009
International Business Advisory Council 2008 - 2009
Merrill Lynch September 2003 - August 2005
Ameriprise Financial Advisors January 2002 - September 2003
Skills
Strategic Financial..., Estate Planning, Investment Strategies, Private Equity, Asset Managment, Finance, Investments, Insurance, Retirement, Wealth Management, Management, Wealth, Strategic Partnerships, Leadership, Marketing, Due Diligence, Business Development, Non-profits, Entrepreneurship, Small Business, Strategy, Real Estate, Portfolio Management, Public Speaking, Business Strategy, Financial Modeling, Project Planning, Social Media, Fundraising, Venture Capital, Start-ups, Mergers, Succession Planning, Financial Analysis, Financial Advisory, Strategic Planning, Marketing Strategy, Research, Mergers & Acquisitions, Analysis, Business Planning, Market Research, Executive Management, International Business
Education
American College for Financial Planning 2005 — 2005
CFP® Designation, CERTIFIED FINANCIAL PLANNER™, CFP®
University of San Diego School of Law 1999 — 2002
Juris Doctor, Law
Dominican University of California 1997 — 1999
MBA, Pacific Basin Studies
Dominican University of California 1995 — 1997
BA, Political Science
Palomar College 1993 — 1995
AA, Liberal Studies
Escondido High School 1989 — 1993
GE
Blossom Ventures December 2011 - Present
Blossom Wealth Management June 2009 - Present
Capistrano Global Advisory Services May 2009 - Present
Dominican University of California January 2009 - Present
Mustang Soccer July 2009 - October 2009
Smith Barney April 2006 - June 2009
International Business Advisory Council 2008 - 2009
Merrill Lynch September 2003 - August 2005
Ameriprise Financial Advisors January 2002 - September 2003
Skills
Strategic Financial..., Estate Planning, Investment Strategies, Private Equity, Asset Managment, Finance, Investments, Insurance, Retirement, Wealth Management, Management, Wealth, Strategic Partnerships, Leadership, Marketing, Due Diligence, Business Development, Non-profits, Entrepreneurship, Small Business, Strategy, Real Estate, Portfolio Management, Public Speaking, Business Strategy, Financial Modeling, Project Planning, Social Media, Fundraising, Venture Capital, Start-ups, Mergers, Succession Planning, Financial Analysis, Financial Advisory, Strategic Planning, Marketing Strategy, Research, Mergers & Acquisitions, Analysis, Business Planning, Market Research, Executive Management, International Business
Education
American College for Financial Planning 2005 — 2005
CFP® Designation, CERTIFIED FINANCIAL PLANNER™, CFP®
University of San Diego School of Law 1999 — 2002
Juris Doctor, Law
Dominican University of California 1997 — 1999
MBA, Pacific Basin Studies
Dominican University of California 1995 — 1997
BA, Political Science
Palomar College 1993 — 1995
AA, Liberal Studies
Escondido High School 1989 — 1993
GE
Carolyn Stanek's Merrill Lynch Experience August 1982 - August 1984
Job Owner, TaiKai Productions
Industry Media Production
Experience
Tai-Kai Productions January 2002 - Present
UBS Global Asset Management January 1996 - January 2002
Ariel Capital Management March 1995 - February 1997
Northern Trust Global Investments August 1988 - March 1995
Trustmark Insurance August 1984 - August 1988
Merrill Lynch August 1982 - August 1984
Arlington High School January 1974 - December 1980
Skills
Photography, Investments, Portfolio Management, Video, Documentaries, Film, Wedding Photography, College Recruiting..., Small to Large Cap..., Small to Large Cap Fund..., Marketing Presentations, Birthday, Retirement &..., Public Speaking, Editing, Web Design, Event Planning, Marketing Strategy, Strategic Planning, Marketing, Social Media, Advertising, Social Media Marketing, Social Networking, Entrepreneurship, Public Relations, Online Marketing, Media Relations, Asset Management, Leadership, Management
Education
The University of Chicago - Booth School of Business 1987 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Chicago 1976 — 1978
MA, Educational Administration
University of Illinois at Urbana-Champaign 1971 — 1973
BA, Journalism, English
Dominican University 1969 — 1971
none, English
Riverside-Broofield H.S.
Tai-Kai Productions January 2002 - Present
UBS Global Asset Management January 1996 - January 2002
Ariel Capital Management March 1995 - February 1997
Northern Trust Global Investments August 1988 - March 1995
Trustmark Insurance August 1984 - August 1988
Merrill Lynch August 1982 - August 1984
Arlington High School January 1974 - December 1980
Skills
Photography, Investments, Portfolio Management, Video, Documentaries, Film, Wedding Photography, College Recruiting..., Small to Large Cap..., Small to Large Cap Fund..., Marketing Presentations, Birthday, Retirement &..., Public Speaking, Editing, Web Design, Event Planning, Marketing Strategy, Strategic Planning, Marketing, Social Media, Advertising, Social Media Marketing, Social Networking, Entrepreneurship, Public Relations, Online Marketing, Media Relations, Asset Management, Leadership, Management
Education
The University of Chicago - Booth School of Business 1987 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Chicago 1976 — 1978
MA, Educational Administration
University of Illinois at Urbana-Champaign 1971 — 1973
BA, Journalism, English
Dominican University 1969 — 1971
none, English
Riverside-Broofield H.S.
Cristina (Zaharia) Garcia Cristina (Zaharia) Garcia's Merrill Lynch Experience 2008 - 2009
Job VP, iShares Institutional Asset Management Division at Blackrock
Industry Banking
Experience
Jefferies & Company 2009 - 2013
Merrill Lynch 2008 - 2009
WPP Group, Young & Rubicam, Wunderman February 2006 - July 2007
WWP Group, Ogilvy & Mather 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Financial Instruments and Markets
Drake University 2000 — 2002
International Relations; Political Sciences
Jefferies & Company 2009 - 2013
Merrill Lynch 2008 - 2009
WPP Group, Young & Rubicam, Wunderman February 2006 - July 2007
WWP Group, Ogilvy & Mather 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Financial Instruments and Markets
Drake University 2000 — 2002
International Relations; Political Sciences
Saugat Dhar Saugat Dhar's Merrill Lynch Experience November 2005 - March 2007
Job Senior at EY
Industry Information Technology and Services
Experience
HSBC October 2012 - Present
EY June 2014 - June 2015
Exzac September 2009 - May 2014
Deutsche Bank September 2009 - September 2012
Goldman Sachs April 2007 - August 2009
Infosys October 2002 - August 2009
Merrill Lynch November 2005 - March 2007
Skills
PL/SQL, Oracle, SQL, Requirements Analysis, Business Analysis, SDLC, Unix Shell Scripting, ETL, Business Intelligence, Informatica, Java, Software Project..., Actimize, Norkom, Mantas, Spotfire, SAS, DB2, Sybase, Microsoft SQL Server, Control-M, Autosys, Databases, Testing
Education
Doctor Babasaheb Ambedkar Marathwada University 1998 — 2002
Bachelor of Engineering, Electronics and Telecommunication
Umakanta Academy 1991 — 1998
Higher Secondary
Ramkrishna Ashram Vidyamandir 1986 — 1991
HSBC October 2012 - Present
EY June 2014 - June 2015
Exzac September 2009 - May 2014
Deutsche Bank September 2009 - September 2012
Goldman Sachs April 2007 - August 2009
Infosys October 2002 - August 2009
Merrill Lynch November 2005 - March 2007
Skills
PL/SQL, Oracle, SQL, Requirements Analysis, Business Analysis, SDLC, Unix Shell Scripting, ETL, Business Intelligence, Informatica, Java, Software Project..., Actimize, Norkom, Mantas, Spotfire, SAS, DB2, Sybase, Microsoft SQL Server, Control-M, Autosys, Databases, Testing
Education
Doctor Babasaheb Ambedkar Marathwada University 1998 — 2002
Bachelor of Engineering, Electronics and Telecommunication
Umakanta Academy 1991 — 1998
Higher Secondary
Ramkrishna Ashram Vidyamandir 1986 — 1991
Chris Hoxie's Merrill Lynch Experience May 2000 - June 2000
Job Assistant Vice President, Senior Account Manager at Apogee Insurance Group a Berkshire Hathaway Company
Industry Insurance
Experience
Apogee Insurance Group, A Berkshire Hathaway Company January 2015 - Present
Apogee Insurance Group, A Berkshire Hathaway Company February 2007 - January 2014
Apogee Insurance Group, A Berkshire Hathaway Company August 2006 - February 2007
Golf Galaxy March 2005 - August 2006
Waynesborough Country Club May 2004 - March 2005
Merrill Lynch May 2000 - June 2000
Skills
Professional Liability, Employment Practices..., Directors & Officers..., Insurance, Commercial Insurance, Errors & Omissions, Excess & Surplus Lines, Surplus Lines, Customer Service, Sales, Product Management, Product Marketing, Networking, Brokers, Liability, Property & Casualty..., Commercial Lines, Casualty, Underwriting, D&O, Health Insurance
Education
Andrew Beazley Broker Academy 2014 — 2014
Dickinson College 2000 — 2004
Bachelor of Arts (B.A.), History
Apogee Insurance Group, A Berkshire Hathaway Company January 2015 - Present
Apogee Insurance Group, A Berkshire Hathaway Company February 2007 - January 2014
Apogee Insurance Group, A Berkshire Hathaway Company August 2006 - February 2007
Golf Galaxy March 2005 - August 2006
Waynesborough Country Club May 2004 - March 2005
Merrill Lynch May 2000 - June 2000
Skills
Professional Liability, Employment Practices..., Directors & Officers..., Insurance, Commercial Insurance, Errors & Omissions, Excess & Surplus Lines, Surplus Lines, Customer Service, Sales, Product Management, Product Marketing, Networking, Brokers, Liability, Property & Casualty..., Commercial Lines, Casualty, Underwriting, D&O, Health Insurance
Education
Andrew Beazley Broker Academy 2014 — 2014
Dickinson College 2000 — 2004
Bachelor of Arts (B.A.), History
Jane Page, AWMA®'s Merrill Lynch Experience May 2009 - June 2012
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS September 2015 - Present
UBS August 2013 - September 2015
Wells Fargo November 2012 - June 2013
Merrill Lynch May 2009 - June 2012
Bank of America October 2007 - May 2009
Morgan Stanley January 2004 - October 2007
Education
Dickinson College
Bachelor of Arts (B.A.), History
UBS September 2015 - Present
UBS August 2013 - September 2015
Wells Fargo November 2012 - June 2013
Merrill Lynch May 2009 - June 2012
Bank of America October 2007 - May 2009
Morgan Stanley January 2004 - October 2007
Education
Dickinson College
Bachelor of Arts (B.A.), History
Arthur Colby Arthur Colby's Merrill Lynch Experience May 2010 - October 2011
Job 1st Lieutenant at United States Marine Corps
Industry Military
Experience
United States Marine Corps August 2013 - Present
United States Marine Corps March 2012 - August 2013
Brunswick Group October 2011 - March 2012
Merrill Lynch May 2010 - October 2011
American Continental Group May 2008 - August 2008
John McCain 2008 June 2007 - August 2007
Skills
International Relations, Microsoft Office, Microsoft Excel, PowerPoint, Security Clearance, Government, Military Operations, Policy, Research, Public Speaking, Leadership, National Security, Military, DoD, Operational Planning
Education
Dickinson College 2007 — 2011
Bachelor of Arts (B.A.), Policy Management, Economics
Groton School 2003 — 2007
United States Marine Corps August 2013 - Present
United States Marine Corps March 2012 - August 2013
Brunswick Group October 2011 - March 2012
Merrill Lynch May 2010 - October 2011
American Continental Group May 2008 - August 2008
John McCain 2008 June 2007 - August 2007
Skills
International Relations, Microsoft Office, Microsoft Excel, PowerPoint, Security Clearance, Government, Military Operations, Policy, Research, Public Speaking, Leadership, National Security, Military, DoD, Operational Planning
Education
Dickinson College 2007 — 2011
Bachelor of Arts (B.A.), Policy Management, Economics
Groton School 2003 — 2007
Abhishek (Abhi) Kedia Abhishek (Abhi) Kedia's Merrill Lynch Experience January 2006 - May 2006
Job Vice President, TMT Investment Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities June 2012 - February 2014
Jefferies & Company February 2011 - May 2012
Wells Fargo Securities, Technology, Media & Telecom, Investment Banking July 2010 - February 2011
Wells Fargo Securities 2007 - 2010
Smith Barney July 2006 - May 2007
Merrill Lynch January 2006 - May 2006
Klingler & Associates September 2005 - December 2005
Skills
Investment Banking, Sales, Team Management, Valuation, Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Equities, Financial Modeling, Finance, Investments, Business Valuation, LBO, Capital Markets, Private Equity
Education
Goldey Beacom College 2008 — 2011
Masters in Management
Dickinson College 2003 — 2007
Bachelor of Arts, International Business & Management
St. James 1989 — 2003
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities June 2012 - February 2014
Jefferies & Company February 2011 - May 2012
Wells Fargo Securities, Technology, Media & Telecom, Investment Banking July 2010 - February 2011
Wells Fargo Securities 2007 - 2010
Smith Barney July 2006 - May 2007
Merrill Lynch January 2006 - May 2006
Klingler & Associates September 2005 - December 2005
Skills
Investment Banking, Sales, Team Management, Valuation, Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Equities, Financial Modeling, Finance, Investments, Business Valuation, LBO, Capital Markets, Private Equity
Education
Goldey Beacom College 2008 — 2011
Masters in Management
Dickinson College 2003 — 2007
Bachelor of Arts, International Business & Management
St. James 1989 — 2003
Michele Dean Michele Dean's Merrill Lynch Experience 1992 - 1995
Job Experienced Senior Executive, Banking, Credit Unions, Lending, Investments and Insurance
Industry Banking
Experience
Currently seeking new opportunity January 2015 - Present
Bethpage Federal Credit Union June 1995 - December 2014
Merrill Lynch 1992 - 1995
Skills
Loans, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Lending, Credit, Banking, Loan Origination, Credit Analysis, Investments, Underwriting, Credit Risk, Loan Servicing, Portfolio Management, Risk Management, Mortgage Banking, Financial Analysis, Leadership, Management, Commercial Banking, Credit Unions, Financial Services, Commercial Mortgages, Finance, Insurance, FHA, Sales, Cash Management, Construction Loans, Credit Cards, Cross Selling, Financial Risk, Lines Of Credit, Refinance, Residential Mortgages, Retail Banking, Asset Based Lending, Funding, Mortgage Underwriting, Mutual Funds, Operational Risk..., Securities, Strategy, Business Strategy, Entrepreneurship, Business Planning, Project Management, Project Planning, Product Management, Strategic Planning
Education
Cardwell Executive 306-2 Leadership Institute 2011 — 2012
Strategy, CEO Leadership, Execution, Governance
CUES CEO Institute 2005 — 2007
Certified Chief Executive
SUNY Oswego
Bachelor of Science (BS), Business Administration and Management, General
Dowling College
MBA, Corporate Finance
Currently seeking new opportunity January 2015 - Present
Bethpage Federal Credit Union June 1995 - December 2014
Merrill Lynch 1992 - 1995
Skills
Loans, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Lending, Credit, Banking, Loan Origination, Credit Analysis, Investments, Underwriting, Credit Risk, Loan Servicing, Portfolio Management, Risk Management, Mortgage Banking, Financial Analysis, Leadership, Management, Commercial Banking, Credit Unions, Financial Services, Commercial Mortgages, Finance, Insurance, FHA, Sales, Cash Management, Construction Loans, Credit Cards, Cross Selling, Financial Risk, Lines Of Credit, Refinance, Residential Mortgages, Retail Banking, Asset Based Lending, Funding, Mortgage Underwriting, Mutual Funds, Operational Risk..., Securities, Strategy, Business Strategy, Entrepreneurship, Business Planning, Project Management, Project Planning, Product Management, Strategic Planning
Education
Cardwell Executive 306-2 Leadership Institute 2011 — 2012
Strategy, CEO Leadership, Execution, Governance
CUES CEO Institute 2005 — 2007
Certified Chief Executive
SUNY Oswego
Bachelor of Science (BS), Business Administration and Management, General
Dowling College
MBA, Corporate Finance
Thomas Price Jr Thomas Price Jr's Merrill Lynch Experience March 2006 - January 2009
Job North American Head of Securities Finance Relationship Management at SunGard
Industry Financial Services
Experience
SunGard May 2015 - Present
SunGard Securities Finance March 2010 - Present
Merrill Lynch March 2006 - January 2009
Goldman Sachs February 2000 - March 2006
UBS 1995 - 1998
Credit Suisse First Boston 1995 - 1998
Skills
Prime Brokerage, Securities, Capital Markets, Securities Lending, Equities, Fixed Income, Series 7, Trading, Trading Systems, Bonds, Funding, Back Office, Customer Relations, Settlements, FX, prime b, capital, customer re, securities l, trading sy
Education
Dowling College
Finance, Finance
Duquesne University
SunGard May 2015 - Present
SunGard Securities Finance March 2010 - Present
Merrill Lynch March 2006 - January 2009
Goldman Sachs February 2000 - March 2006
UBS 1995 - 1998
Credit Suisse First Boston 1995 - 1998
Skills
Prime Brokerage, Securities, Capital Markets, Securities Lending, Equities, Fixed Income, Series 7, Trading, Trading Systems, Bonds, Funding, Back Office, Customer Relations, Settlements, FX, prime b, capital, customer re, securities l, trading sy
Education
Dowling College
Finance, Finance
Duquesne University
Monique Booth-Lanier, MBA Monique Booth-Lanier, MBA's Merrill Lynch Experience August 2008 - November 2008
Job Supervisor, Airport Ground Transportation at Port Authority of NY & NJ
Industry Banking
Experience
Port Authority of NY & NJ December 2014 - Present
Port Authority of NY & NJ May 2014 - Present
Port Authority of NY & NJ July 2012 - December 2014
Port Authority of NY & NJ November 2013 - May 2014
Port Authority of NY & NJ March 2013 - November 2013
Port Authority of NY & NJ July 2012 - March 2013
Wells Fargo March 2009 - June 2012
Merrill Lynch August 2008 - November 2008
Liberty Mutual Group December 2007 - August 2008
Enterprise Rent-A-Car 2005 - 2007
Skills
Credit, Financial Analysis, Strategic Financial..., Fixed Annuities, Finance, Bonds, Risk Management, Portfolio Management, Retirement Planning, Investments, Series 63, Life Insurance, Securities
Education
Dowling College 2010 — 2011
MBA, Corporate Finance
Pennsylvania State University, University 2000 — 2004
Bachelor of Science, Information Science & Technology; an option in Integration
Hempstead High School
Port Authority of NY & NJ December 2014 - Present
Port Authority of NY & NJ May 2014 - Present
Port Authority of NY & NJ July 2012 - December 2014
Port Authority of NY & NJ November 2013 - May 2014
Port Authority of NY & NJ March 2013 - November 2013
Port Authority of NY & NJ July 2012 - March 2013
Wells Fargo March 2009 - June 2012
Merrill Lynch August 2008 - November 2008
Liberty Mutual Group December 2007 - August 2008
Enterprise Rent-A-Car 2005 - 2007
Skills
Credit, Financial Analysis, Strategic Financial..., Fixed Annuities, Finance, Bonds, Risk Management, Portfolio Management, Retirement Planning, Investments, Series 63, Life Insurance, Securities
Education
Dowling College 2010 — 2011
MBA, Corporate Finance
Pennsylvania State University, University 2000 — 2004
Bachelor of Science, Information Science & Technology; an option in Integration
Hempstead High School
Katherine Jans Katherine Jans's Merrill Lynch Experience May 2009 - August 2009
Job Client Development Associate at ACA Compliance Group
Industry Management Consulting
Experience
ACA Compliance Group April 2010 - Present
Merrill Lynch May 2009 - August 2009
Education
Drew University
ACA Compliance Group April 2010 - Present
Merrill Lynch May 2009 - August 2009
Education
Drew University
Matthew Pacello's Merrill Lynch Experience April 2002 - April 2008
Job Director at FMS Wertmanagement Service GmbH
Industry Banking
Experience
FMS Wertmanagement Service Company October 2013 - Present
Depfa Bank June 2011 - September 2013
JP Morgan May 2009 - October 2009
Merrill Lynch April 2002 - April 2008
Merrill Lynch December 1997 - April 2002
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science, Biology, German
FMS Wertmanagement Service Company October 2013 - Present
Depfa Bank June 2011 - September 2013
JP Morgan May 2009 - October 2009
Merrill Lynch April 2002 - April 2008
Merrill Lynch December 1997 - April 2002
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science, Biology, German
Dennis Mcfadden Dennis Mcfadden's Merrill Lynch Experience April 2000 - June 2008
Job Investment Bank Information Security & Business Continuity at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2010 - Present
Estrella Partners Group, LLC March 2009 - July 2010
Merrill Lynch April 2000 - June 2008
KPMG Advisory March 1998 - April 2000
DMR Consulting July 1996 - May 1998
Verizon 1985 - 1996
Education
Dowling College 1995 — 1997
MBA, Executive Management
University at Albany, SUNY 1991 — 1994
BS, Economics
JP Morgan Chase July 2010 - Present
Estrella Partners Group, LLC March 2009 - July 2010
Merrill Lynch April 2000 - June 2008
KPMG Advisory March 1998 - April 2000
DMR Consulting July 1996 - May 1998
Verizon 1985 - 1996
Education
Dowling College 1995 — 1997
MBA, Executive Management
University at Albany, SUNY 1991 — 1994
BS, Economics
Matthew Kuzniar Matthew Kuzniar's Merrill Lynch Experience August 2012 - December 2012
Job CIM Data Specialist at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2014 - Present
HealthTrack Sports Wellness July 2007 - Present
Merrill Lynch August 2012 - December 2012
Butterfield Park District June 2008 - June 2012
Education
Dominican University 2010 — 2013
Bachelor of Arts (BA), Economics and Business Administration with concentrations in Finance and Management
Nuveen Investments May 2014 - Present
HealthTrack Sports Wellness July 2007 - Present
Merrill Lynch August 2012 - December 2012
Butterfield Park District June 2008 - June 2012
Education
Dominican University 2010 — 2013
Bachelor of Arts (BA), Economics and Business Administration with concentrations in Finance and Management
Matthew Brauer Matthew Brauer's Merrill Lynch Experience June 1982 - October 1987
Job Mortgage Lookback Customer Care Supervisor II at JP Morgan Chase & Company:
Industry Financial Services
Experience
JPMorgan Chase December 2011 - Present
JP Morgan Chase & Company: December 2011 - Present
JP Morgan Chase & Company May 2008 - August 2009
Bear Stearns April 1994 - April 2008
Bank of New York: November 1990 - April 1994
Oppenheimer: October 1987 - November 1990
Merrill Lynch June 1982 - October 1987
Skills
Credit, Loans, Financial Analysis, Mortgage Lending, Risk Management, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Leadership, Management, Strategic Financial..., Settlement, Hedge Funds, Training, Bonds, Prime Brokerage, Securities, Trading, Banking, Financial Services, Equities, Fixed Income, Business Analysis
Education
Dominican College of Blauvelt 1977 — 1983
B/S Business Management, Business Administration, Management and Operations
Cardinal Hayes High School 1973 — 1977
JPMorgan Chase December 2011 - Present
JP Morgan Chase & Company: December 2011 - Present
JP Morgan Chase & Company May 2008 - August 2009
Bear Stearns April 1994 - April 2008
Bank of New York: November 1990 - April 1994
Oppenheimer: October 1987 - November 1990
Merrill Lynch June 1982 - October 1987
Skills
Credit, Loans, Financial Analysis, Mortgage Lending, Risk Management, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Leadership, Management, Strategic Financial..., Settlement, Hedge Funds, Training, Bonds, Prime Brokerage, Securities, Trading, Banking, Financial Services, Equities, Fixed Income, Business Analysis
Education
Dominican College of Blauvelt 1977 — 1983
B/S Business Management, Business Administration, Management and Operations
Cardinal Hayes High School 1973 — 1977
Chris Clinton Chris Clinton's Merrill Lynch Experience 2005 - 2007
Job Vice President, Premier Banker
Industry Financial Services
Experience
Financial Industry May 2012 - Present
Wells Fargo 2008 - May 2012
Merrill Lynch 2005 - 2007
S.W. BACH 2003 - 2005
Leading Produce Companies 1991 - 2003
Skills
Banking, Business Development, Sales, Sales Management, Series 7, Financial Services, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Management, Financial Analysis, Finance, Wealth Management
Education
Drake University 1986 — 1990
Bachelor of Arts, Business, Advertising, Marketing
Financial Industry May 2012 - Present
Wells Fargo 2008 - May 2012
Merrill Lynch 2005 - 2007
S.W. BACH 2003 - 2005
Leading Produce Companies 1991 - 2003
Skills
Banking, Business Development, Sales, Sales Management, Series 7, Financial Services, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Management, Financial Analysis, Finance, Wealth Management
Education
Drake University 1986 — 1990
Bachelor of Arts, Business, Advertising, Marketing
Melissa Farber Melissa Farber's Merrill Lynch Experience 2005 - 2012
Job Operations Specialist
Industry Financial Services
Experience
The Roseline Financial Group, LLC February 2012 - Present
Merrill Lynch 2005 - 2012
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Project Management, Data Analysis, Financial Analysis, PowerPoint, Management
Education
Drew University 2001 — 2005
Bachelors, Major: Political Science Minor: Sociology
Rutgers University
Masters, HR Management (in progress)
The Roseline Financial Group, LLC February 2012 - Present
Merrill Lynch 2005 - 2012
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Project Management, Data Analysis, Financial Analysis, PowerPoint, Management
Education
Drew University 2001 — 2005
Bachelors, Major: Political Science Minor: Sociology
Rutgers University
Masters, HR Management (in progress)
David Roesser David Roesser's Merrill Lynch Experience 2005 - 2008
Job Experienced Financial Services Sales Professional
Industry Financial Services
Experience
Fidelity Investments July 2012 - December 2014
LPL Financial May 2010 - July 2012
Merrill Lynch 2005 - 2008
Merrill Lynch 2001 - 2005
Charles Schwab 1997 - 2001
Education
Dickinson College
BS, Mathematics
Temple University - Fox School of Business and Management
MBA, Finance and Economics
Fidelity Investments July 2012 - December 2014
LPL Financial May 2010 - July 2012
Merrill Lynch 2005 - 2008
Merrill Lynch 2001 - 2005
Charles Schwab 1997 - 2001
Education
Dickinson College
BS, Mathematics
Temple University - Fox School of Business and Management
MBA, Finance and Economics
Todd Gareiss Todd Gareiss's Merrill Lynch Experience August 1992 - March 1995
Job Director at CareerClout, LLC
Industry Human Resources
Experience
CareerClout, LLC January 2008 - Present
TK Properties January 2001 - Present
Red House Builders January 2003 - January 2006
Guitar.com / Musician.com January 2001 - February 2002
Gbase.com December 1996 - January 2001
Merrill Lynch August 1992 - March 1995
Skills
Business Planning, Resume Writing, Marketing, Entrepreneurship, Analytics, Project Manageent, Start-ups, Recruiting, Social Networking, Social Media Marketing, Business Development, Career Counseling, Strategy, Interviews, Management, Career Development, Creative Direction, Selling, Online Advertising, Online Marketing, E-commerce, Strategic Partnerships, Digital Marketing, CRM, Mobile Marketing, Email Marketing, Lead Generation, Sales
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Marketing
Drew University 1988 — 1992
BA, Economics and Music Theory
Gettysburg College
CareerClout, LLC January 2008 - Present
TK Properties January 2001 - Present
Red House Builders January 2003 - January 2006
Guitar.com / Musician.com January 2001 - February 2002
Gbase.com December 1996 - January 2001
Merrill Lynch August 1992 - March 1995
Skills
Business Planning, Resume Writing, Marketing, Entrepreneurship, Analytics, Project Manageent, Start-ups, Recruiting, Social Networking, Social Media Marketing, Business Development, Career Counseling, Strategy, Interviews, Management, Career Development, Creative Direction, Selling, Online Advertising, Online Marketing, E-commerce, Strategic Partnerships, Digital Marketing, CRM, Mobile Marketing, Email Marketing, Lead Generation, Sales
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Marketing
Drew University 1988 — 1992
BA, Economics and Music Theory
Gettysburg College
Sylvia Gimenez's Merrill Lynch Experience November 2000 - November 2002
Job Bilingual Teacher at Brentwood Union Free School District
Industry Primary/Secondary Education
Experience
Brentwood Union Free School District 2006 - Present
Brentwood Union Free School District 2013 - 2015
Gentiva Health Services November 2002 - January 2006
Merrill Lynch November 2000 - November 2002
Skills
Teaching, Bilingual Education, Educational Leadership, Leadership, Team Leadership, Curriculum Development, Spanish, Spanish Translation, Elementary Education, Sheltered Instruction..., IEP, Lesson Planning, Differentiated..., Understanding by Design, K-12, CR Part 154, Commissioner's..., School Improvement Team, School Improvement Plan
Education
Fordham University
Master’s Degree, Educational Administration and Supervision
Dowling College
Master’s Degree, Elementary Education and Teaching - Integrated Math, Science and Technology
New York University
Professional Diploma, Paralegal Studies
St. John's University
Bachelor’s Degree, Government & Politics
Brentwood Union Free School District 2006 - Present
Brentwood Union Free School District 2013 - 2015
Gentiva Health Services November 2002 - January 2006
Merrill Lynch November 2000 - November 2002
Skills
Teaching, Bilingual Education, Educational Leadership, Leadership, Team Leadership, Curriculum Development, Spanish, Spanish Translation, Elementary Education, Sheltered Instruction..., IEP, Lesson Planning, Differentiated..., Understanding by Design, K-12, CR Part 154, Commissioner's..., School Improvement Team, School Improvement Plan
Education
Fordham University
Master’s Degree, Educational Administration and Supervision
Dowling College
Master’s Degree, Elementary Education and Teaching - Integrated Math, Science and Technology
New York University
Professional Diploma, Paralegal Studies
St. John's University
Bachelor’s Degree, Government & Politics
Ouwen Xia Ouwen Xia's Merrill Lynch Experience February 2011 - May 2011
Job Consultant
Industry Financial Services
Experience
KPMG US 2013 - Present
EY 2012 - 2013
The Madison Square Garden Company June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Bank of Communications Limited May 2009 - July 2009
Skills
Budgets, PowerPoint, Time Management, Portfolio Management, Microsoft Excel, Management, Social Media, Analysis, Research, Business Process..., Investments, Financial Analysis, Databases, Data Analysis, VBA, Market Research
Education
Dickinson College 2008 — 2012
B.S (Hon), Computer Science, International Business & Management
KPMG US 2013 - Present
EY 2012 - 2013
The Madison Square Garden Company June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Bank of Communications Limited May 2009 - July 2009
Skills
Budgets, PowerPoint, Time Management, Portfolio Management, Microsoft Excel, Management, Social Media, Analysis, Research, Business Process..., Investments, Financial Analysis, Databases, Data Analysis, VBA, Market Research
Education
Dickinson College 2008 — 2012
B.S (Hon), Computer Science, International Business & Management
Sarah Madden's Merrill Lynch Experience May 2013 - August 2013
Job Leadership Development Program Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Merrill Lynch May 2013 - August 2013
Nationwide Insurance May 2012 - August 2012
Bankers Trust Company May 2011 - August 2011
Nationwide Insurance January 2011 - April 2011
Skills
Leadership, Public Speaking, Teamwork, Hard-Working, PowerPoint, Building Relationships, Self-Starter, Microsoft Office, Learning Quickly
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (MBA), Concentration: Marketing Strategy & Business Analytics Certificate
Drake University 2009 — 2013
Bachelor of Science Business Administration, Accounting, Finance, Marketing, Senior
Principal Financial Group June 2014 - Present
Merrill Lynch May 2013 - August 2013
Nationwide Insurance May 2012 - August 2012
Bankers Trust Company May 2011 - August 2011
Nationwide Insurance January 2011 - April 2011
Skills
Leadership, Public Speaking, Teamwork, Hard-Working, PowerPoint, Building Relationships, Self-Starter, Microsoft Office, Learning Quickly
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (MBA), Concentration: Marketing Strategy & Business Analytics Certificate
Drake University 2009 — 2013
Bachelor of Science Business Administration, Accounting, Finance, Marketing, Senior
Benjamin Lynch Benjamin Lynch's Merrill Lynch Experience June 2010 - August 2010
Job Trader at C&C Trading LLC
Industry Investment Management
Experience
C&C Trading LLC June 2012 - Present
Fairfield Advisors LLC May 2010 - June 2011
Fairfield Advisors LLC September 2010 - March 2011
Merrill Lynch June 2010 - August 2010
Drew University October 2009 - May 2010
Skills
Equities, VBA, Bloomberg, Portfolio Management, Python, ETFs, Excel, Java, SQL, Series 7, RediPlus, Risk Arbitrage, Futures Trading, FX Hedging, OTC
Education
Drew University 2007 — 2011
Economics and Computer Science, Concentration in Money, Banking, and Finance
C&C Trading LLC June 2012 - Present
Fairfield Advisors LLC May 2010 - June 2011
Fairfield Advisors LLC September 2010 - March 2011
Merrill Lynch June 2010 - August 2010
Drew University October 2009 - May 2010
Skills
Equities, VBA, Bloomberg, Portfolio Management, Python, ETFs, Excel, Java, SQL, Series 7, RediPlus, Risk Arbitrage, Futures Trading, FX Hedging, OTC
Education
Drew University 2007 — 2011
Economics and Computer Science, Concentration in Money, Banking, and Finance
Christina Marie Terry, MBA Christina Marie Terry, MBA's Merrill Lynch Experience December 2009 - May 2010
Job Elite Private Banking Underwriter at IBERIABANK
Industry Banking
Experience
IBERIABANK July 2014 - Present
Christina-Christian Photography LLC January 2009 - Present
IBERIABANK July 2013 - July 2014
Capital One April 2012 - May 2013
Capital One December 2010 - April 2012
Merrill Lynch December 2009 - May 2010
Chase May 2007 - April 2008
EchoStar Corporation January 2007 - May 2007
Lazybug Boutique November 2004 - December 2006
Skills
Photography, Photoshop, PowerPoint, Social Media, Customer Service, Management, Microsoft Office, Public Speaking, Leadership, Finance, Banking, Social Networking, Social Media Marketing, Strategic Planning, Loans, Research, Analysis, Sales, Editing, Credit, Event Planning, Microsoft Word, Adobe Creative Suite, Credit Analysis, Entrepreneurship, Microsoft Excel, Financial Analysis, Retail, Digital Photography, Marketing Communications, Credit Cards, Web Design, Creative Writing, Outlook, Teamwork, Underwriting, WordPress
Education
Tulane University - A.B. Freeman School of Business 2012 — 2015
Master of Business Administration (MBA), Global Management
University of New Orleans 2003 — 2006
Bachelor's of Science, Finance
University of New Orleans 2003 — 2006
Bachelor's degree, Business Administration
Dillard University 2002 — 2003
Pre-Law Studies
NOAFA
Photography
IBERIABANK July 2014 - Present
Christina-Christian Photography LLC January 2009 - Present
IBERIABANK July 2013 - July 2014
Capital One April 2012 - May 2013
Capital One December 2010 - April 2012
Merrill Lynch December 2009 - May 2010
Chase May 2007 - April 2008
EchoStar Corporation January 2007 - May 2007
Lazybug Boutique November 2004 - December 2006
Skills
Photography, Photoshop, PowerPoint, Social Media, Customer Service, Management, Microsoft Office, Public Speaking, Leadership, Finance, Banking, Social Networking, Social Media Marketing, Strategic Planning, Loans, Research, Analysis, Sales, Editing, Credit, Event Planning, Microsoft Word, Adobe Creative Suite, Credit Analysis, Entrepreneurship, Microsoft Excel, Financial Analysis, Retail, Digital Photography, Marketing Communications, Credit Cards, Web Design, Creative Writing, Outlook, Teamwork, Underwriting, WordPress
Education
Tulane University - A.B. Freeman School of Business 2012 — 2015
Master of Business Administration (MBA), Global Management
University of New Orleans 2003 — 2006
Bachelor's of Science, Finance
University of New Orleans 2003 — 2006
Bachelor's degree, Business Administration
Dillard University 2002 — 2003
Pre-Law Studies
NOAFA
Photography
Nanette Rivera Nanette Rivera's Merrill Lynch Experience 1997 - 2007
Job Bilingual Case Management Coordinator at UCP Seguin of Greater Chicago
Industry Nonprofit Organization Management
Experience
UCP Seguin of Greater Chicago January 2014 - Present
Seguin Services June 2008 - January 2014
Merrill Lynch 1997 - 2007
Education
The Chicago School of Professional Psychology 2011 — 2013
MA In Psychology, Children & Adolescents
Dominican University
BA, Psychology
UCP Seguin of Greater Chicago January 2014 - Present
Seguin Services June 2008 - January 2014
Merrill Lynch 1997 - 2007
Education
The Chicago School of Professional Psychology 2011 — 2013
MA In Psychology, Children & Adolescents
Dominican University
BA, Psychology
Dan Rankin Dan Rankin's Merrill Lynch Experience 2010 - 2012
Job Trust Officer & Wealth Advisor
Industry Banking
Experience
First Security Bank 2012 - Present
Merrill Lynch 2010 - 2012
The Salvation Army 2008 - 2010
American Mortgage Associates 2006 - 2008
Cendant Corporation 2004 - 2006
Homes & Land of Central Arkansas - KEDD Publishing, Ltd. 1997 - 2004
West Publishing 1992 - 1997
Hoversten, Strom, Johnson & Rysavy Law Firm 1989 - 1992
Skills
Franchising, Strategic Planning, Sales Management, Marketing Strategy, New Business Development, Public Speaking, Contract Negotiation, Account Management, Cold Calling, Mergers, Business Planning, Real Estate, Small Business, Direct Sales
Education
Drake University Law School 1984 — 1987
JD, Law
Drake University 1979 — 1983
BA, English
Catholic Memorial 1975 — 1979
Diploma
First Security Bank 2012 - Present
Merrill Lynch 2010 - 2012
The Salvation Army 2008 - 2010
American Mortgage Associates 2006 - 2008
Cendant Corporation 2004 - 2006
Homes & Land of Central Arkansas - KEDD Publishing, Ltd. 1997 - 2004
West Publishing 1992 - 1997
Hoversten, Strom, Johnson & Rysavy Law Firm 1989 - 1992
Skills
Franchising, Strategic Planning, Sales Management, Marketing Strategy, New Business Development, Public Speaking, Contract Negotiation, Account Management, Cold Calling, Mergers, Business Planning, Real Estate, Small Business, Direct Sales
Education
Drake University Law School 1984 — 1987
JD, Law
Drake University 1979 — 1983
BA, English
Catholic Memorial 1975 — 1979
Diploma
Karolina Ladzinska's Merrill Lynch Experience March 2008 - February 2009
Job Sr. Analyst, Import Operations at Walgreens
Industry Logistics and Supply Chain
Experience
Walgreens August 2014 - Present
Walgreens June 2013 - Present
Walgreens March 2012 - June 2013
Walgreens August 2011 - March 2012
Merrill Lynch March 2008 - February 2009
William "Buddy" Meyers, Ltd September 2006 - March 2008
William A. Karnezis, Ltd. October 2003 - May 2006
Skills
Thoughtful, Independent, Observer, Purchasing, Merchandising, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Advertising, Operations Management, Data Analysis, Inventory Management, Marketing, Time Management, Retail, Research, Financial Analysis, Analysis, Sales, Accounting, Management, Business Analysis
Education
Dominican University 2008 — 2010
MBA, Business Administration
Dominican University 2001 — 2005
Bachelor of Arts, Economics & Political Science
Walgreens August 2014 - Present
Walgreens June 2013 - Present
Walgreens March 2012 - June 2013
Walgreens August 2011 - March 2012
Merrill Lynch March 2008 - February 2009
William "Buddy" Meyers, Ltd September 2006 - March 2008
William A. Karnezis, Ltd. October 2003 - May 2006
Skills
Thoughtful, Independent, Observer, Purchasing, Merchandising, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Advertising, Operations Management, Data Analysis, Inventory Management, Marketing, Time Management, Retail, Research, Financial Analysis, Analysis, Sales, Accounting, Management, Business Analysis
Education
Dominican University 2008 — 2010
MBA, Business Administration
Dominican University 2001 — 2005
Bachelor of Arts, Economics & Political Science
Eileen Frohman's Merrill Lynch Experience September 2001 - April 2012
Job Regional Vice President at John Hancock Funds
Industry Financial Services
Experience
John Hancock Funds June 2012 - Present
Merrill Lynch September 2001 - April 2012
2004 - March 2012 January 2001 - January 2004
Merrill Lynch January 1998 - January 2001
Morgan Stanley January 1994 - January 2001
Skills
Investments, Strategic Financial..., Wealth Management, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Asset Allocation, Finance, Portfolio Management, Insurance, Series 7, Financial Advisory, Uniform Combined State..., Business Development, Mutual Funds, Alternative Investments, Series 63, Wealth Management..., Asset Management, Investment Advisory, Securities, Equities, Retirement Planning, Investment Strategies, Fixed Income, Financial Services, Hedge Funds
Education
Dowling College 1988 — 1992
Bachelor of Science, Finance
John Hancock Funds June 2012 - Present
Merrill Lynch September 2001 - April 2012
2004 - March 2012 January 2001 - January 2004
Merrill Lynch January 1998 - January 2001
Morgan Stanley January 1994 - January 2001
Skills
Investments, Strategic Financial..., Wealth Management, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Asset Allocation, Finance, Portfolio Management, Insurance, Series 7, Financial Advisory, Uniform Combined State..., Business Development, Mutual Funds, Alternative Investments, Series 63, Wealth Management..., Asset Management, Investment Advisory, Securities, Equities, Retirement Planning, Investment Strategies, Fixed Income, Financial Services, Hedge Funds
Education
Dowling College 1988 — 1992
Bachelor of Science, Finance
Kyle Hammond Kyle Hammond's Merrill Lynch Experience June 2012 - August 2012
Job Asset Management Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2014 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, English, Outlook, Windows, Salesforce.com, Finance, Portfolio Management
Education
University of Oklahoma 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Drake University 2010 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
JPMorgan Chase July 2014 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, English, Outlook, Windows, Salesforce.com, Finance, Portfolio Management
Education
University of Oklahoma 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Drake University 2010 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Greg Aikman, CFA Greg Aikman, CFA's Merrill Lynch Experience 1990 - 1992
Job CFA, Analyst BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon January 1998 - Present
Connie Lee Insurance Corp September 1996 - December 1997
Capital Guaranty Insurance Corporation January 1992 - August 1996
Merrill Lynch 1990 - 1992
DCNY Municipals 1987 - 1989
City of New York 1985 - 1987
Education
Drew University
BA
Syracuse University - Maxwell School of Citizenship and Public Affairs
Master of Public Administration (MPA)
BNY Mellon January 1998 - Present
Connie Lee Insurance Corp September 1996 - December 1997
Capital Guaranty Insurance Corporation January 1992 - August 1996
Merrill Lynch 1990 - 1992
DCNY Municipals 1987 - 1989
City of New York 1985 - 1987
Education
Drew University
BA
Syracuse University - Maxwell School of Citizenship and Public Affairs
Master of Public Administration (MPA)
Jason J. Vaglio's Merrill Lynch Experience 2010 - 2012
Job Regional Sales Manager at Capital One Investing
Industry Financial Services
Experience
Capital One August 2012 - Present
Merrill Lynch 2010 - 2012
JPMorgan Chase 2007 - 2010
Bank of America 2005 - 2007
Citi 1999 - 2005
Skills
Investments, Banking, Series 63, Mutual Funds, Series 7, Insurance, Credit, Asset Management, Sales, Risk Management, Series 65, Estate Planning, Annuity Sales, Team Building, Coaching, Series 24
Education
Dowling College 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Capital One August 2012 - Present
Merrill Lynch 2010 - 2012
JPMorgan Chase 2007 - 2010
Bank of America 2005 - 2007
Citi 1999 - 2005
Skills
Investments, Banking, Series 63, Mutual Funds, Series 7, Insurance, Credit, Asset Management, Sales, Risk Management, Series 65, Estate Planning, Annuity Sales, Team Building, Coaching, Series 24
Education
Dowling College 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Seth VanDeest Seth VanDeest's Merrill Lynch Experience May 2011 - August 2011
Job Internal Accountant at CML USA, Inc. Ercolina
Industry Financial Services
Experience
CML USA, Inc. Ercolina May 2014 - Present
State Farm May 2013 - May 2014
ING Financial Services May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Time Management, Team Leadership, Microsoft Office, Property & Casualty..., Sales, Public Speaking, Financial Analysis, Insurance
Education
Drake University 2009 — 2013
Bachelor of Science in Public Administration, Finance and Accounting
CML USA, Inc. Ercolina May 2014 - Present
State Farm May 2013 - May 2014
ING Financial Services May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Time Management, Team Leadership, Microsoft Office, Property & Casualty..., Sales, Public Speaking, Financial Analysis, Insurance
Education
Drake University 2009 — 2013
Bachelor of Science in Public Administration, Finance and Accounting
Heidi Sternbach Bell Heidi Sternbach Bell's Merrill Lynch Experience 1989 - 1991
Job Client Service Associate at Gitterman Wealth Management LLC
Industry Financial Services
Experience
Gitterman Wealth Management LLC May 2014 - Present
Northwestern Mutual October 2008 - May 2014
Weichert Realtors August 2004 - October 2008
JPMorgan Chase 1998 - 2003
JPMorgan Chase 1994 - 1998
Chase Personal Financial Services 1991 - 1994
Merrill Lynch 1989 - 1991
Skills
Financial Services, Marketing, Insurance, Product Management, Customer Service
Education
Dickinson College 1985 — 1989
BA, Fine Arts, German
Staples High School 1982 — 1985
Rutgers Business School
Project Management
Gitterman Wealth Management LLC May 2014 - Present
Northwestern Mutual October 2008 - May 2014
Weichert Realtors August 2004 - October 2008
JPMorgan Chase 1998 - 2003
JPMorgan Chase 1994 - 1998
Chase Personal Financial Services 1991 - 1994
Merrill Lynch 1989 - 1991
Skills
Financial Services, Marketing, Insurance, Product Management, Customer Service
Education
Dickinson College 1985 — 1989
BA, Fine Arts, German
Staples High School 1982 — 1985
Rutgers Business School
Project Management
Andrea Brooke's Merrill Lynch Experience June 2010 - July 2010
Job Procurement Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing July 2012 - Present
Credit Suisse June 2011 - August 2011
Merrill Lynch June 2010 - July 2010
Skills
Excel, Word, Databases, PowerPoint, Research, Microsoft Word, Microsoft Excel, Microsoft Office, Community Outreach, Management, Leadership, Data Analysis, Access, Team Leadership, Time Management, Analysis, Training
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA), Business Analytics
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and International Business
Curtin University of Technology 2010 — 2010
Bachelor of Science, Finance and International Business
Boeing July 2012 - Present
Credit Suisse June 2011 - August 2011
Merrill Lynch June 2010 - July 2010
Skills
Excel, Word, Databases, PowerPoint, Research, Microsoft Word, Microsoft Excel, Microsoft Office, Community Outreach, Management, Leadership, Data Analysis, Access, Team Leadership, Time Management, Analysis, Training
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA), Business Analytics
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and International Business
Curtin University of Technology 2010 — 2010
Bachelor of Science, Finance and International Business
Jacob Lerman Jacob Lerman's Merrill Lynch Experience September 2013 - June 2014
Job Financial Advisor at Univest Investments
Industry Financial Services
Experience
Univest Investments June 2014 - Present
Merrill Lynch September 2013 - June 2014
Morgan Stanley July 2012 - August 2013
Christopher Financial at Raymond James Financial Services May 2011 - July 2012
Skills
Series 7, Series 66, Investments, Wealth Management, Finance, Investment Management, Credit, Mutual Funds, Portfolio Management, Financial Services, Insurance, Banking, Uniform Combined State...
Education
Dickinson College 2001 — 2005
Bachelors, English, Business
Abington Friends High School 1997 — 2001
Univest Investments June 2014 - Present
Merrill Lynch September 2013 - June 2014
Morgan Stanley July 2012 - August 2013
Christopher Financial at Raymond James Financial Services May 2011 - July 2012
Skills
Series 7, Series 66, Investments, Wealth Management, Finance, Investment Management, Credit, Mutual Funds, Portfolio Management, Financial Services, Insurance, Banking, Uniform Combined State...
Education
Dickinson College 2001 — 2005
Bachelors, English, Business
Abington Friends High School 1997 — 2001
Steven Damelio's Merrill Lynch Experience July 2014 - August 2014
Job Analyst at Drew University Investment Fund
Industry Financial Services
Experience
Drew University Investment Fund August 2014 - Present
Drew University February 2013 - Present
Drew University August 2012 - Present
Drew University August 2012 - Present
Merrill Lynch July 2014 - August 2014
Skills
Econometrics, Economics, Financial Accounting, Calculus, Physics, Spanish-speaking, Microsoft Office, SSPS, Statistics, Data Analysis, Leadership, Public Speaking, Social Networking, Microsoft Excel, Microsoft Word, Spanish, PowerPoint
Education
Drew University 2011 — 2015
Drew University Investment Fund August 2014 - Present
Drew University February 2013 - Present
Drew University August 2012 - Present
Drew University August 2012 - Present
Merrill Lynch July 2014 - August 2014
Skills
Econometrics, Economics, Financial Accounting, Calculus, Physics, Spanish-speaking, Microsoft Office, SSPS, Statistics, Data Analysis, Leadership, Public Speaking, Social Networking, Microsoft Excel, Microsoft Word, Spanish, PowerPoint
Education
Drew University 2011 — 2015
Gonzalo Alfredo Barajas Gonzalo Alfredo Barajas's Merrill Lynch Experience 1995 - 1999
Job Chief Financial Officer at Don Carro
Industry Automotive
Experience
Don Carro September 2014 - Present
The Terrus Group, Inc November 2003 - Present
Master Pro Motors January 2012 - September 2014
The Waller Group September 2003 - December 2012
The Principal Financial Group 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
Real Estate, Investment Properties, Investors, Investments, Sellers, Purchase, Selling, Property Management, Negotiation, Contract Negotiation, Mergers, Contract Negotiations, Strategic Planning, Construction, Online Marketing, New Business Development, Asset Management, Marketing Strategy, Market Research, Financial Analysis, Foreclosures, Mortgage Lending, Budgeting, Retail, Insurance, FHA, Single Family Homes, Real Estate Transactions, Mergers & Acquisitions, Brokerage, Relocation, New Home Sales, REO, Budgets, Real Estate Development, ABR, Property, Finance, Commercial Real Estate, Real Property, Income Properties, Real Estate Investor, Real Estate Financing, Rentals
Education
Drake University Law School 2000 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at El Paso 1995 — 1999
Business Administration, Finance and CIS
Don Carro September 2014 - Present
The Terrus Group, Inc November 2003 - Present
Master Pro Motors January 2012 - September 2014
The Waller Group September 2003 - December 2012
The Principal Financial Group 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
Real Estate, Investment Properties, Investors, Investments, Sellers, Purchase, Selling, Property Management, Negotiation, Contract Negotiation, Mergers, Contract Negotiations, Strategic Planning, Construction, Online Marketing, New Business Development, Asset Management, Marketing Strategy, Market Research, Financial Analysis, Foreclosures, Mortgage Lending, Budgeting, Retail, Insurance, FHA, Single Family Homes, Real Estate Transactions, Mergers & Acquisitions, Brokerage, Relocation, New Home Sales, REO, Budgets, Real Estate Development, ABR, Property, Finance, Commercial Real Estate, Real Property, Income Properties, Real Estate Investor, Real Estate Financing, Rentals
Education
Drake University Law School 2000 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at El Paso 1995 — 1999
Business Administration, Finance and CIS
Allen Saunders Allen Saunders's Merrill Lynch Experience November 1999 - May 2004
Job Managing Director at UBS, Financial Advisor
Industry Financial Services
Experience
UBS February 2009 - Present
Bank of America May 2004 - February 2009
Merrill Lynch November 1999 - May 2004
Skills
Finance, Portfolio Management, Strategic Planning, Derivatives, Equities, Investment Banking, Fixed Income, Asset Management, Investments, Wealth Management, Capital Markets
Education
Dowling College
Bachelor of Arts (B.A.), Finance, General
UBS February 2009 - Present
Bank of America May 2004 - February 2009
Merrill Lynch November 1999 - May 2004
Skills
Finance, Portfolio Management, Strategic Planning, Derivatives, Equities, Investment Banking, Fixed Income, Asset Management, Investments, Wealth Management, Capital Markets
Education
Dowling College
Bachelor of Arts (B.A.), Finance, General
Jordan Clarke's Merrill Lynch Experience May 2012 - May 2013
Job Professional Basketball Player
Industry Sports
Experience
Club Deportivo Catolica September 2015 - Present
Plymouth Basketball Club November 2014 - Present
Vaerlose Basketball Klub November 2013 - May 2014
Merrill Lynch May 2012 - May 2013
Drake Athletic Department August 2012 - April 2013
Drake University June 2009 - August 2011
Bauder's Ice Cream June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Outlook, Public Speaking, Customer Service, Access, Microsoft Office, Teamwork, Time Management, Event Planning, Financial Analysis, Insurance, Event Management, Sales
Education
Drake University
Masters Business Administration, Finance, 3.8/4.0
Drake University
BSBA, Management and Finance; Insurance, 3.4/4.0
Club Deportivo Catolica September 2015 - Present
Plymouth Basketball Club November 2014 - Present
Vaerlose Basketball Klub November 2013 - May 2014
Merrill Lynch May 2012 - May 2013
Drake Athletic Department August 2012 - April 2013
Drake University June 2009 - August 2011
Bauder's Ice Cream June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Outlook, Public Speaking, Customer Service, Access, Microsoft Office, Teamwork, Time Management, Event Planning, Financial Analysis, Insurance, Event Management, Sales
Education
Drake University
Masters Business Administration, Finance, 3.8/4.0
Drake University
BSBA, Management and Finance; Insurance, 3.4/4.0
Alex C. Elie, MBA's Merrill Lynch Experience July 1998 - December 2001
Job President, Principal, CEO of Ace Consulting Expeditors, Inc.
Industry Information Technology and Services
Experience
ACE Consulting Expeditors, Inc March 2009 - Present
Citibank, NA March 2003 - March 2009
CitiBank, N.A. December 2001 - March 2003
Merrill Lynch July 1998 - December 2001
Broadridge Financial Services June 1994 - July 1998
UPS 1990 - 1994
BAE Systems 1986 - 1990
Skills
PMO, Program Management, Project Management, Process Improvement, Portfolio Management, Information Technology, Consulting, Executive Management, Recruiting, DB2, Customer Service, COBOL, Production Support, CICS, Commercial Real Estate, System Design, Process Automation, RDBMS, Residential Homes, Vendor Management, Software Development, CRM, Entrepreneurship, Enterprise Software, Integration, PMP, Business Process, Cross-functional Team..., Project Portfolio..., Project Delivery, MS Project, Banking, Networking, IT Strategy, Management, Visio, Leadership, Business Analysis, Databases, IT Management, Quality Assurance, SharePoint, Resource Management, Financial Services, Training, SDLC, Software Project..., Project Planning, Analysis, Data Center
Education
Dowling College 2014 — 2018
Ph. D., Educational Leadership and Administration
Dowling College 2001 — 2005
MBA, Banking & Finance
Hofstra University 1984 — 1986
Bachelor of Science (B.S.), Computer Science, Business Option, Deans List
State University of New York at Stony Brook 1981 — 1983
Bachelor of Science (BS), Computer Science
ACE Consulting Expeditors, Inc March 2009 - Present
Citibank, NA March 2003 - March 2009
CitiBank, N.A. December 2001 - March 2003
Merrill Lynch July 1998 - December 2001
Broadridge Financial Services June 1994 - July 1998
UPS 1990 - 1994
BAE Systems 1986 - 1990
Skills
PMO, Program Management, Project Management, Process Improvement, Portfolio Management, Information Technology, Consulting, Executive Management, Recruiting, DB2, Customer Service, COBOL, Production Support, CICS, Commercial Real Estate, System Design, Process Automation, RDBMS, Residential Homes, Vendor Management, Software Development, CRM, Entrepreneurship, Enterprise Software, Integration, PMP, Business Process, Cross-functional Team..., Project Portfolio..., Project Delivery, MS Project, Banking, Networking, IT Strategy, Management, Visio, Leadership, Business Analysis, Databases, IT Management, Quality Assurance, SharePoint, Resource Management, Financial Services, Training, SDLC, Software Project..., Project Planning, Analysis, Data Center
Education
Dowling College 2014 — 2018
Ph. D., Educational Leadership and Administration
Dowling College 2001 — 2005
MBA, Banking & Finance
Hofstra University 1984 — 1986
Bachelor of Science (B.S.), Computer Science, Business Option, Deans List
State University of New York at Stony Brook 1981 — 1983
Bachelor of Science (BS), Computer Science
Brent Heemskerk Brent Heemskerk's Merrill Lynch Experience June 2008 - August 2008
Job Asset Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors March 2014 - Present
Principal Global Investors June 2012 - March 2014
Principal Financial Group August 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Drake University Athletics June 2007 - August 2007
Skills
Leadership, Investments, Cross-functional Team..., Risk Management, Financial Analysis, Leadership Development, Business Analysis, Analysis, Insurance, Portfolio Management, Valuation, Public Speaking, Management, Mutual Funds, Awesomeness, Customer Service, Finance, Asset Management
Education
Drake University 2010 — 2014
Master of Business Administration (M.B.A.)
Drake University 2004 — 2009
Finance, Marketing, General Business, Entrepreneurial Management, Concentration in Insurance
Principal Global Investors March 2014 - Present
Principal Global Investors June 2012 - March 2014
Principal Financial Group August 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Drake University Athletics June 2007 - August 2007
Skills
Leadership, Investments, Cross-functional Team..., Risk Management, Financial Analysis, Leadership Development, Business Analysis, Analysis, Insurance, Portfolio Management, Valuation, Public Speaking, Management, Mutual Funds, Awesomeness, Customer Service, Finance, Asset Management
Education
Drake University 2010 — 2014
Master of Business Administration (M.B.A.)
Drake University 2004 — 2009
Finance, Marketing, General Business, Entrepreneurial Management, Concentration in Insurance
Frank Messina Frank Messina's Merrill Lynch Experience January 2006 - Present
Job Senior Financial Advisor, VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Advest, Inc. June 2002 - January 2006
Lebenthal October 1985 - June 2002
Sigsbee Marine 1977 - 1999
E F Hutton October 1984 - October 1985
Polyconomics January 1984 - October 1984
Skills
Wealth Management, Investment Advisory, Municipal Bonds, Securities, Asset Allocation, Retirement Planning, Investments, Investment Banking, Financial Planning, Financial Services, Financial Advisory, Mutual Funds, Series 63, Asset Management, Series 7, Management, Finance, Equities
Education
Drew University 1980 — 1984
Economics and Political Science., BA
Leonia High School 1976 — 1980
Merrill Lynch January 2006 - Present
Advest, Inc. June 2002 - January 2006
Lebenthal October 1985 - June 2002
Sigsbee Marine 1977 - 1999
E F Hutton October 1984 - October 1985
Polyconomics January 1984 - October 1984
Skills
Wealth Management, Investment Advisory, Municipal Bonds, Securities, Asset Allocation, Retirement Planning, Investments, Investment Banking, Financial Planning, Financial Services, Financial Advisory, Mutual Funds, Series 63, Asset Management, Series 7, Management, Finance, Equities
Education
Drew University 1980 — 1984
Economics and Political Science., BA
Leonia High School 1976 — 1980
Evan Lawrence Evan Lawrence's Merrill Lynch Experience May 2010 - May 2011
Job GL Accountant at John Deere
Industry Accounting
Experience
John Deere February 2015 - Present
John Deere August 2013 - February 2015
John Deere June 2012 - August 2013
John Deere May 2011 - June 2012
Merrill Lynch May 2010 - May 2011
Education
Drake University 2008 — 2012
John Deere February 2015 - Present
John Deere August 2013 - February 2015
John Deere June 2012 - August 2013
John Deere May 2011 - June 2012
Merrill Lynch May 2010 - May 2011
Education
Drake University 2008 — 2012
Allan Dinkoff Allan Dinkoff's Merrill Lynch Experience July 1997 - February 2009
Job Associate General Counsel at Amgen Inc.
Industry Law Practice
Experience
Amgen Inc. August 2013 - Present
Weil, Gotshal & Manges LLP September 2009 - August 2013
Merrill Lynch July 1997 - February 2009
GAF September 1993 - July 1997
Baer, Marks & Upham September 1980 - August 1993
Skills
Litigation, Commercial Litigation, Internal Investigations, Executive Pay, Diversity, Leadership, Class Actions, Arbitration, Employment Law, Privacy Law, Dispute Resolution, Bankruptcy, Securities Regulation, Competition Law, Administrative Law, White Collar Criminal..., FCPA, Securities, Corporate Law, Product Liability, Employment..., Restrictive Covenants, Trials, Civil Litigation, ERISA, Mediation, Intellectual Property, Discrimination, Breach Of Contract, Securities Litigation, Legal Research, Employment Contracts, Litigation Management, Creditors' Rights, Policy, Appeals, Trade Secrets, Legal Compliance, Cross-border..., Legal Writing, Courts, Corporate Governance, Licensing, Non-compete Agreements, Litigation Support, Joint Ventures, Business Litigation, Banking Law, Alternative Dispute..., Legal Advice
Education
Hofstra University School of Law 1977 — 1980
JD
Drew University 1973 — 1977
BA, History and Political Science
Amgen Inc. August 2013 - Present
Weil, Gotshal & Manges LLP September 2009 - August 2013
Merrill Lynch July 1997 - February 2009
GAF September 1993 - July 1997
Baer, Marks & Upham September 1980 - August 1993
Skills
Litigation, Commercial Litigation, Internal Investigations, Executive Pay, Diversity, Leadership, Class Actions, Arbitration, Employment Law, Privacy Law, Dispute Resolution, Bankruptcy, Securities Regulation, Competition Law, Administrative Law, White Collar Criminal..., FCPA, Securities, Corporate Law, Product Liability, Employment..., Restrictive Covenants, Trials, Civil Litigation, ERISA, Mediation, Intellectual Property, Discrimination, Breach Of Contract, Securities Litigation, Legal Research, Employment Contracts, Litigation Management, Creditors' Rights, Policy, Appeals, Trade Secrets, Legal Compliance, Cross-border..., Legal Writing, Courts, Corporate Governance, Licensing, Non-compete Agreements, Litigation Support, Joint Ventures, Business Litigation, Banking Law, Alternative Dispute..., Legal Advice
Education
Hofstra University School of Law 1977 — 1980
JD
Drew University 1973 — 1977
BA, History and Political Science
Elaine Zhang Elaine Zhang's Merrill Lynch Experience June 2010 - August 2010
Job Senior Performance Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2011 - Present
Wilmington Trust September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Allocation, Private Equity, Investment Management, Finance, Analysis, Market Research, Strategy, Equities, Financial Analysis, Leadership, Alternative Investments, CRM, Fixed Income, Valuation, Mutual Funds, Treasury, Hedge Funds, Asset Management, Equity Research, Management, Quantitative Analytics, Securities, Investment Strategies, Bloomberg Terminal
Education
Pepperdine University 2009 — 2011
MBA, Finance, General
Dongbei University of Finance and Economics
Master of Science, Finance
Dongbei University of Finance and Economics
Bachelor of Economics, Finance
Nuveen Investments June 2011 - Present
Wilmington Trust September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Allocation, Private Equity, Investment Management, Finance, Analysis, Market Research, Strategy, Equities, Financial Analysis, Leadership, Alternative Investments, CRM, Fixed Income, Valuation, Mutual Funds, Treasury, Hedge Funds, Asset Management, Equity Research, Management, Quantitative Analytics, Securities, Investment Strategies, Bloomberg Terminal
Education
Pepperdine University 2009 — 2011
MBA, Finance, General
Dongbei University of Finance and Economics
Master of Science, Finance
Dongbei University of Finance and Economics
Bachelor of Economics, Finance
Michael J. Lake Michael J. Lake's Merrill Lynch Experience January 2003 - August 2007
Job Chief Executive Officer at Partners in IT Inc. IT Professional Services Firm
Industry Information Technology and Services
Experience
Partners in IT Inc. January 2007 - Present
Merrill Lynch January 2003 - August 2007
Patagon USA - a Banco Santander Company August 2001 - January 2003
KeyTrade Inc. May 1995 - January 2001
Skills
Wrestling, Software Licensing, Software License..., Enterprise Software, BBQ Grill Master, Tiki Bar Host, Technical Recruiting, Jets Fan, Subject Matter Expert..., Professional Services, Negotiation, Contract Negotiation, Vendor Management, Executive Management, Full-cycle Recruiting, Executive Search, Strategic Partnerships, Talent Acquisition, IT Management, Business Management, Start-ups, IT Strategy, Management Consulting, Contract Negotiations, Search, Sourcing, Strategy Development, Team Management, Business Analysis, IT Operations, Business Strategy, Team Leadership, Client Services, Sales Process, Entrepreneur, New Business Development, Software Project..., Entrepreneurship, Vendor Relations, Direct Sales, Consultancy, Team Building, Consultative Selling, HIPAA, Lead Generation, Strategic Planning, Mergers, Business Process..., Product Management, Program Management
Education
Dowling College 1998 — 2002
MBA, Executive MBA
State University of New York College at Brockport 1984 — 1987
MEMBER BROCKPORT NCAA WRESTLING TEAM, Education
Slippery Rock University of Pennsylvania 1983 — 1984
Attended, Secondary Education and Teaching
William Floyd 1979 — 1983
DIPLOMA
Partners in IT Inc. January 2007 - Present
Merrill Lynch January 2003 - August 2007
Patagon USA - a Banco Santander Company August 2001 - January 2003
KeyTrade Inc. May 1995 - January 2001
Skills
Wrestling, Software Licensing, Software License..., Enterprise Software, BBQ Grill Master, Tiki Bar Host, Technical Recruiting, Jets Fan, Subject Matter Expert..., Professional Services, Negotiation, Contract Negotiation, Vendor Management, Executive Management, Full-cycle Recruiting, Executive Search, Strategic Partnerships, Talent Acquisition, IT Management, Business Management, Start-ups, IT Strategy, Management Consulting, Contract Negotiations, Search, Sourcing, Strategy Development, Team Management, Business Analysis, IT Operations, Business Strategy, Team Leadership, Client Services, Sales Process, Entrepreneur, New Business Development, Software Project..., Entrepreneurship, Vendor Relations, Direct Sales, Consultancy, Team Building, Consultative Selling, HIPAA, Lead Generation, Strategic Planning, Mergers, Business Process..., Product Management, Program Management
Education
Dowling College 1998 — 2002
MBA, Executive MBA
State University of New York College at Brockport 1984 — 1987
MEMBER BROCKPORT NCAA WRESTLING TEAM, Education
Slippery Rock University of Pennsylvania 1983 — 1984
Attended, Secondary Education and Teaching
William Floyd 1979 — 1983
DIPLOMA
Gül Branco's Merrill Lynch Experience December 2005 - July 2007
Job Transforming lives through ethical leadership, entrepreneurship, innovation and economic empowerment.
Industry Higher Education
Experience
University of Maryland January 2014 - Present
Montgomery College October 2012 - January 2014
Goldman Sachs 10,000 Small Businesses April 2012 - October 2012
Delgado Community College January 2010 - October 2012
Principal Financial Group October 2007 - October 2008
Merrill Lynch December 2005 - July 2007
IAC May 1998 - November 2005
CarMax November 1994 - April 1998
Skills
Higher Education, Teaching, Adult Education, Entrepreneurship, Business Development..., Growth Strategies, Innovation, Public Speaking, Strategic Partner..., Performance Improvement, Training Leadership, Networking, Negotiation, Instructional Design, Program Development, Strategic Planning, Cross Cultural..., Non-profits, Curriculum Design, Research, Statistics, Microsoft Office, Program Management, Team Building, Business Planning, Nonprofits, Leadership, Training, Management
Education
Notre Dame de Namur University 2005 — 2007
MBA, Marketing, 3.85
Dokuz Eylül Üniversitesi 1986 — 1990
Bachelor of Arts (B.A.), Public Administration
University of Maryland University College
University of Maryland January 2014 - Present
Montgomery College October 2012 - January 2014
Goldman Sachs 10,000 Small Businesses April 2012 - October 2012
Delgado Community College January 2010 - October 2012
Principal Financial Group October 2007 - October 2008
Merrill Lynch December 2005 - July 2007
IAC May 1998 - November 2005
CarMax November 1994 - April 1998
Skills
Higher Education, Teaching, Adult Education, Entrepreneurship, Business Development..., Growth Strategies, Innovation, Public Speaking, Strategic Partner..., Performance Improvement, Training Leadership, Networking, Negotiation, Instructional Design, Program Development, Strategic Planning, Cross Cultural..., Non-profits, Curriculum Design, Research, Statistics, Microsoft Office, Program Management, Team Building, Business Planning, Nonprofits, Leadership, Training, Management
Education
Notre Dame de Namur University 2005 — 2007
MBA, Marketing, 3.85
Dokuz Eylül Üniversitesi 1986 — 1990
Bachelor of Arts (B.A.), Public Administration
University of Maryland University College
Jennifer Housedorf's Merrill Lynch Experience June 1993 - September 2008
Job PMO Manager at MetLife
Industry Information Technology and Services
Experience
Merrill Lynch June 1993 - September 2008
Skills
Quality Assurance, Mergers, Testing, Six Sigma, SDLC, Release Management, Program Management, Portfolio Management, Change Management, Process Improvement, Team Building, Team Leadership, PMO, Project Management, PMP, Management, IT Strategy, Mergers & Acquisitions, Vendor Management, Leadership, Business Analysis, Project Portfolio..., Business Process..., Risk Management, Software Project..., IT Management, Business Process, Integration
Education
Drew University 1989 — 1993
B.A.
Merrill Lynch June 1993 - September 2008
Skills
Quality Assurance, Mergers, Testing, Six Sigma, SDLC, Release Management, Program Management, Portfolio Management, Change Management, Process Improvement, Team Building, Team Leadership, PMO, Project Management, PMP, Management, IT Strategy, Mergers & Acquisitions, Vendor Management, Leadership, Business Analysis, Project Portfolio..., Business Process..., Risk Management, Software Project..., IT Management, Business Process, Integration
Education
Drew University 1989 — 1993
B.A.
Edmund Voyer's Merrill Lynch Experience 1991 - 1996
Job Consultant
Industry Internet
Experience
SafeSpace June 2011 - Present
Independent Agent for Reverse Logistics Sales September 2010 - August 2011
SCI Wholesale Group, Inc. May 2009 - December 2009
Xykast, Inc. October 2008 - April 2009
KDNY PizzaAdz December 2006 - June 2008
Centersys Group, Inc. March 2005 - September 2006
Moneyline Telerate January 2003 - December 2004
Ryan Beck 1996 - 2003
Gruntal 1996 - 2003
Merrill Lynch 1991 - 1996
Skills
Equities, Financial Services, Series 7, Relationship Management, Strategy, Start-ups, Business Development, Securities, Capital Markets, Portfolio Management, CRM, Fixed Income, Strategic Financial..., Marketing, Executive Management, Financial Modeling, Entrepreneurship, Strategic Partnerships, Mobile Devices, Sales, Strategic Planning, Leadership, Sales Management, Analysis, Finance
Education
Fordham Gabelli School of Business 1978 — 1980
MBA, Finance and Marketing
Drew University 1972 — 1977
BA, majors in Economics and Political Science, minor in History
Morristown Beard School 1970 — 1972
SafeSpace June 2011 - Present
Independent Agent for Reverse Logistics Sales September 2010 - August 2011
SCI Wholesale Group, Inc. May 2009 - December 2009
Xykast, Inc. October 2008 - April 2009
KDNY PizzaAdz December 2006 - June 2008
Centersys Group, Inc. March 2005 - September 2006
Moneyline Telerate January 2003 - December 2004
Ryan Beck 1996 - 2003
Gruntal 1996 - 2003
Merrill Lynch 1991 - 1996
Skills
Equities, Financial Services, Series 7, Relationship Management, Strategy, Start-ups, Business Development, Securities, Capital Markets, Portfolio Management, CRM, Fixed Income, Strategic Financial..., Marketing, Executive Management, Financial Modeling, Entrepreneurship, Strategic Partnerships, Mobile Devices, Sales, Strategic Planning, Leadership, Sales Management, Analysis, Finance
Education
Fordham Gabelli School of Business 1978 — 1980
MBA, Finance and Marketing
Drew University 1972 — 1977
BA, majors in Economics and Political Science, minor in History
Morristown Beard School 1970 — 1972
Jorge Reingold's Merrill Lynch Experience 1980 - 1984
Job Accountant at Accountemps and Owner, Spartacus Business Services
Industry Accounting
Experience
Accountemps OwnerSpartacus Business ServicesAccountantKent Homeopathic Associates, Inc2007 - 2008
Kent Homeopathic Associates, Inc 2007 - 2008
Morgan Stanley 2001 - 2002
Masma Construction 1999 - 2000
Pacific Stock Exchange 1984 - 1988
Merrill Lynch 1980 - 1984
Skills
General Ledger, Reconciliation, Journal Entries, Accounts Payable, Reconciliations, Quickbooks, Account Reconciliation, Accounts Receivable, Peachtree, Bookkeeping, Balance, Payroll, Payroll Processing, Payroll Taxes, Sales Tax, Small Business, Accountants, Finance, Financial Statements, Bank Reconciliation, Accounting, QuickBooks, Accruals, Tax Preparation
Education
Dominican University of California 1997 — 1998
Accountemps OwnerSpartacus Business ServicesAccountantKent Homeopathic Associates, Inc2007 - 2008
Kent Homeopathic Associates, Inc 2007 - 2008
Morgan Stanley 2001 - 2002
Masma Construction 1999 - 2000
Pacific Stock Exchange 1984 - 1988
Merrill Lynch 1980 - 1984
Skills
General Ledger, Reconciliation, Journal Entries, Accounts Payable, Reconciliations, Quickbooks, Account Reconciliation, Accounts Receivable, Peachtree, Bookkeeping, Balance, Payroll, Payroll Processing, Payroll Taxes, Sales Tax, Small Business, Accountants, Finance, Financial Statements, Bank Reconciliation, Accounting, QuickBooks, Accruals, Tax Preparation
Education
Dominican University of California 1997 — 1998
Atisa Payvarpour's Merrill Lynch Experience 1997 - 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
Charles Schwab February 2005 - February 2009
Merrill Lynch 1997 - 2005
Skills
Retirement Planning, Insurance, 401(K) Rollovers,..., 401(K) Rollovers, Strategic Planning, Wealth-Preservation..., Concentrated Stock..., Estate Investment..., Tax-Efficiant Planning, Investment Planning, Fixed-Income Strategies, Asset Allocation, Investment Strategies
Education
Dominican University of California 1987 — 1991
Bachelor of Arts, International Relations
Wells Fargo Advisors, LLC November 2012 - Present
Charles Schwab February 2005 - February 2009
Merrill Lynch 1997 - 2005
Skills
Retirement Planning, Insurance, 401(K) Rollovers,..., 401(K) Rollovers, Strategic Planning, Wealth-Preservation..., Concentrated Stock..., Estate Investment..., Tax-Efficiant Planning, Investment Planning, Fixed-Income Strategies, Asset Allocation, Investment Strategies
Education
Dominican University of California 1987 — 1991
Bachelor of Arts, International Relations
John Yanch's Merrill Lynch Experience September 2006 - June 2007
Job Vice President/Compliance Officer at Citi
Industry Banking
Experience
Citi August 2015 - Present
NYCB September 2013 - July 2015
JPMorgan Chase November 2012 - May 2013
Capital One Bank June 2007 - November 2012
Merrill Lynch September 2006 - June 2007
HSBC Bank September 2005 - September 2006
Citibank N.A. January 2003 - August 2005
EquiServe September 2000 - November 2003
Skills
Bank Secrecy Act, OFAC, Risk Assessment, AML, Risk Management, Credit, Internal Audit, Banking, Loans, Deposits, KYC, Commercial Lending, Mortgage Lending, Anti Money Laundering, Consumer Lending, USA PATRIOT Act, Commercial Banking, Auditing, Flood Insurance, Internal Controls, Operational Risk, Training, Retail Banking, Small Business Lending, Core Banking
Education
Dowling College 2001 — 2004
MBA, Management
State University of New York College at Cortland 1992 — 1996
BA, Political Science
Citi August 2015 - Present
NYCB September 2013 - July 2015
JPMorgan Chase November 2012 - May 2013
Capital One Bank June 2007 - November 2012
Merrill Lynch September 2006 - June 2007
HSBC Bank September 2005 - September 2006
Citibank N.A. January 2003 - August 2005
EquiServe September 2000 - November 2003
Skills
Bank Secrecy Act, OFAC, Risk Assessment, AML, Risk Management, Credit, Internal Audit, Banking, Loans, Deposits, KYC, Commercial Lending, Mortgage Lending, Anti Money Laundering, Consumer Lending, USA PATRIOT Act, Commercial Banking, Auditing, Flood Insurance, Internal Controls, Operational Risk, Training, Retail Banking, Small Business Lending, Core Banking
Education
Dowling College 2001 — 2004
MBA, Management
State University of New York College at Cortland 1992 — 1996
BA, Political Science
Christine Gubitosi's Merrill Lynch Experience July 2002 - Present
Job Assistant Vice President at Merrill Lynch/BofA
Industry Financial Services
Experience
Merrill Lynch July 2002 - Present
Skills
Series 7, Six Sigma
Education
Drew University 1998 — 2002
Merrill Lynch July 2002 - Present
Skills
Series 7, Six Sigma
Education
Drew University 1998 — 2002
Kevin Bartel's Merrill Lynch Experience June 2012 - April 2014
Job Senior Financial Adviser at Larkspur Financial Advisors
Industry Investment Management
Experience
Larkspur Financial Advisors April 2014 - Present
Financial Adviser April 2014 - Present
Merrill Lynch June 2012 - April 2014
SMB-Capital September 2010 - October 2012
Chimera Securities June 2009 - February 2010
Arbex Trading of San Francisco March 2008 - May 2009
Education
Dominican University of California 2005 — 2007
Master of Business Administration (MBA), Global Strategic Management
Larkspur Financial Advisors April 2014 - Present
Financial Adviser April 2014 - Present
Merrill Lynch June 2012 - April 2014
SMB-Capital September 2010 - October 2012
Chimera Securities June 2009 - February 2010
Arbex Trading of San Francisco March 2008 - May 2009
Education
Dominican University of California 2005 — 2007
Master of Business Administration (MBA), Global Strategic Management
Drake Martin's Merrill Lynch Experience May 2007 - Present
Job Specialist Global Futures Markets at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch May 2007 - Present
Merrill Lynch February 2005 - May 2007
JP MORGAN CHASE July 2004 - January 2005
Bank One April 2000 - July 2004
IOWA GRAIN COMPANY 1997 - 1999
Education
Dillard University 1990 — 1994
Merrill Lynch May 2007 - Present
Merrill Lynch February 2005 - May 2007
JP MORGAN CHASE July 2004 - January 2005
Bank One April 2000 - July 2004
IOWA GRAIN COMPANY 1997 - 1999
Education
Dillard University 1990 — 1994
Jeff Rochowiak's Merrill Lynch Experience 2003 - 2007
Job Manager, Business Development
Industry Wholesale
Experience
Press Ganey Associates November 2008 - Present
Merrill Lynch 2003 - 2007
First Franklin, Merrill Lynch 2003 - 2007
Education
Dominican University 1983 — 1987
Lyons Township High School
Press Ganey Associates November 2008 - Present
Merrill Lynch 2003 - 2007
First Franklin, Merrill Lynch 2003 - 2007
Education
Dominican University 1983 — 1987
Lyons Township High School
Franklin Maldonado's Merrill Lynch Experience February 2007 - May 2007
Job Fixed Income Trade Support at MarketAxess
Industry Capital Markets
Experience
MarketAxess February 2015 - Present
Barclays May 2014 - December 2014
Barclays June 2013 - May 2014
Barclays April 2010 - May 2013
Hanley & Associates, LLC June 2007 - August 2009
Merrill Lynch February 2007 - May 2007
Miller & Engel October 2004 - May 2007
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Hedge Funds, User Acceptance Testing
Education
Drew University 2003 — 2007
Bachelor of Arts, Economics, Spanish
Roselle Park High School 1999 — 2003
IES
MarketAxess February 2015 - Present
Barclays May 2014 - December 2014
Barclays June 2013 - May 2014
Barclays April 2010 - May 2013
Hanley & Associates, LLC June 2007 - August 2009
Merrill Lynch February 2007 - May 2007
Miller & Engel October 2004 - May 2007
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Hedge Funds, User Acceptance Testing
Education
Drew University 2003 — 2007
Bachelor of Arts, Economics, Spanish
Roselle Park High School 1999 — 2003
IES
Holcombe Green's Merrill Lynch Experience 1997 - 2003
Job Managing Director at Lazard
Industry Investment Banking
Jim Toth, JD, LLM's Merrill Lynch Experience January 2008 - April 2013
Job Director of Tax and Estate Planning at West Capital Management
Industry Legal Services
Experience
West Capital Management April 2013 - Present
Merrill Lynch January 2008 - April 2013
Hudson Legal October 2006 - January 2008
Education
Temple University - James E. Beasley School of Law 2008 — 2009
LL.M, Tax
Ohio Northern University—Claude W. Pettit College of Law 2003 — 2006
J.D.
Dickinson College 1999 — 2003
BA
West Capital Management April 2013 - Present
Merrill Lynch January 2008 - April 2013
Hudson Legal October 2006 - January 2008
Education
Temple University - James E. Beasley School of Law 2008 — 2009
LL.M, Tax
Ohio Northern University—Claude W. Pettit College of Law 2003 — 2006
J.D.
Dickinson College 1999 — 2003
BA
Pat A. Scaglione, M.B.A.'s Merrill Lynch Experience 1993 - 1998
Job Vice President Product Management at Broadridge Financial Solutions, Inc
Industry Financial Services
Experience
Broadridge October 2011 - Present
Broadridge Financial Solutions, Inc 2005 - October 2011
Broadridge Financial Solultions 2002 - 2005
Broadridge Financial Solutions 2000 - 2002
Pershing- Division of Donaldson Lufkin and Jenrette 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Prime Brokerage, Securities, Product Management, Back Office, Equities, Fixed Income, Vendor Management, Series 7, Risk Management, Portfolio Management, Process Improvement, Financial Services, Analysis, SDLC, Trading Systems, FX Options, Management, Project Management, Options, Strategy, Business Analysis, Leadership, Market Data, Settlement, Middle Office, FINRA, Corporate Actions, Mutual Funds, Collateral Management, Series 63
Education
Montclair State University 1989 — 1993
BA, Humanities Social Sciences, Business Admin
Dowling College 2003 — 2005
MBA, Management
Broadridge October 2011 - Present
Broadridge Financial Solutions, Inc 2005 - October 2011
Broadridge Financial Solultions 2002 - 2005
Broadridge Financial Solutions 2000 - 2002
Pershing- Division of Donaldson Lufkin and Jenrette 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Prime Brokerage, Securities, Product Management, Back Office, Equities, Fixed Income, Vendor Management, Series 7, Risk Management, Portfolio Management, Process Improvement, Financial Services, Analysis, SDLC, Trading Systems, FX Options, Management, Project Management, Options, Strategy, Business Analysis, Leadership, Market Data, Settlement, Middle Office, FINRA, Corporate Actions, Mutual Funds, Collateral Management, Series 63
Education
Montclair State University 1989 — 1993
BA, Humanities Social Sciences, Business Admin
Dowling College 2003 — 2005
MBA, Management
Raja Kuppusamy's Merrill Lynch Experience May 2006 - January 2008
Job Senior Developer at Infor Global Solutions
Industry Computer Software
Experience
Infor July 2008 - Present
Interthinx January 2008 - June 2008
Merrill Lynch May 2006 - January 2008
Satyam Computer services Ltd April 2006 - January 2008
Southern Ocean Limited June 2002 - March 2006
Pentasoft Technologies Ltd, Mauritius April 2000 - May 2002
DASD India Pvt Ltd 1999 - 2000
Uster Technologies AG October 1997 - January 1999
Uster 1997 - 1999
Applied Automation Systems Pvt Ltd March 1995 - October 1997
Skills
SOA, Web Services, SDLC, Requirements Analysis, XML, WCF, Agile Methodologies, Microsoft SQL Server, Oracle, ASP.NET, VSS, Software Project..., SQL, .NET, Java Enterprise Edition, PL/SQL, Software Development, AJAX, C#, WinForms
Education
Project Management Institute 2011 — 2011
PMP
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1995
B.S
College of Engineering, Osmanabad 1990 — 1994
B.E, Electronics & Telecommunication
Infor July 2008 - Present
Interthinx January 2008 - June 2008
Merrill Lynch May 2006 - January 2008
Satyam Computer services Ltd April 2006 - January 2008
Southern Ocean Limited June 2002 - March 2006
Pentasoft Technologies Ltd, Mauritius April 2000 - May 2002
DASD India Pvt Ltd 1999 - 2000
Uster Technologies AG October 1997 - January 1999
Uster 1997 - 1999
Applied Automation Systems Pvt Ltd March 1995 - October 1997
Skills
SOA, Web Services, SDLC, Requirements Analysis, XML, WCF, Agile Methodologies, Microsoft SQL Server, Oracle, ASP.NET, VSS, Software Project..., SQL, .NET, Java Enterprise Edition, PL/SQL, Software Development, AJAX, C#, WinForms
Education
Project Management Institute 2011 — 2011
PMP
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1995
B.S
College of Engineering, Osmanabad 1990 — 1994
B.E, Electronics & Telecommunication
Angelo Sosa's Merrill Lynch Experience 1997 - 1999
Job Senior Desktop Support Engineer at Advance Auto Parts
Industry Information Technology and Services
Experience
CARQUEST August 2011 - Present
ADP September 2007 - August 2011
JHM Financial November 2002 - June 2007
Cendant Corp August 2001 - November 2002
Bear Stearns Corp May 1999 - August 2001
Merrill Lynch 1997 - 1999
UPS 1995 - 1996
Apprise Corp 1994 - 1996
Skills
Change Management, Windows 7, HP, Information Technology, Customer Service, Team Leadership, Vendor Management, Project Management, VMware, Networking, Process Improvement, Team Building, Troubleshooting, Servers, Active Directory, Windows Server, Leadership, Software Documentation, Help Desk Support, XP, Technical Support, Microsoft Exchange, Integration
Education
Dover Business College 1994 — 1996
Computer Electronics Degree Computer Electronics, Computer Electronics
Dover Business College 1993 — 1995
Computer Electronics Diploma
CARQUEST August 2011 - Present
ADP September 2007 - August 2011
JHM Financial November 2002 - June 2007
Cendant Corp August 2001 - November 2002
Bear Stearns Corp May 1999 - August 2001
Merrill Lynch 1997 - 1999
UPS 1995 - 1996
Apprise Corp 1994 - 1996
Skills
Change Management, Windows 7, HP, Information Technology, Customer Service, Team Leadership, Vendor Management, Project Management, VMware, Networking, Process Improvement, Team Building, Troubleshooting, Servers, Active Directory, Windows Server, Leadership, Software Documentation, Help Desk Support, XP, Technical Support, Microsoft Exchange, Integration
Education
Dover Business College 1994 — 1996
Computer Electronics Degree Computer Electronics, Computer Electronics
Dover Business College 1993 — 1995
Computer Electronics Diploma
Nicholas Rowe's Merrill Lynch Experience September 2005 - September 2013
Job Assistant Branch Manager at Enterprise RentACar
Industry Financial Services
Experience
Enterprise Rent-A-Car July 2015 - Present
Enterprise Rent-A-Car May 2014 - July 2015
Merrill Lynch September 2005 - September 2013
Skills
Market Research, Business Development, Customer Service, Social Media, Finance, Risk Assessment, Social Networking, Retail Sales, Management, Leadership, Microsoft Office, Microsoft Excel, Relationship Management, Strategic Planning, Marketing Strategy, Sales, Marketing
Education
Dickinson College 2001 — 2005
BA, International Business and Management
Enterprise Rent-A-Car July 2015 - Present
Enterprise Rent-A-Car May 2014 - July 2015
Merrill Lynch September 2005 - September 2013
Skills
Market Research, Business Development, Customer Service, Social Media, Finance, Risk Assessment, Social Networking, Retail Sales, Management, Leadership, Microsoft Office, Microsoft Excel, Relationship Management, Strategic Planning, Marketing Strategy, Sales, Marketing
Education
Dickinson College 2001 — 2005
BA, International Business and Management
Heather Reilly's Merrill Lynch Experience 2006 - 2009
Job Compliance Manager at Merrill Lynch/Bank of America
Industry Financial Services
Experience
Merrill Lynch/Bank of America June 2010 - Present
ING February 2010 - June 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch Investment Managers 1994 - 1998
PNC Bank 1993 - 1994
Drinker Biddle & Reath LLP 1990 - 1993
Education
Dickinson College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and History
Merrill Lynch/Bank of America June 2010 - Present
ING February 2010 - June 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch Investment Managers 1994 - 1998
PNC Bank 1993 - 1994
Drinker Biddle & Reath LLP 1990 - 1993
Education
Dickinson College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and History
Mike Rensink, CFP®'s Merrill Lynch Experience January 2002 - Present
Job Financial Advisor at Merrill Lynch, CFP®
Industry Financial Services
Experience
Merrill Lynch January 2002 - Present
Education
Georgia State University 2000 — 2001
MBA, Finance
Mississippi State University - College of Business and Industry 1993 — 1997
Drake University 1992 — 1993
Business
Merrill Lynch January 2002 - Present
Education
Georgia State University 2000 — 2001
MBA, Finance
Mississippi State University - College of Business and Industry 1993 — 1997
Drake University 1992 — 1993
Business
Sukari Bowman's Merrill Lynch Experience September 1998 - August 2004
Job Vice President at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank August 2009 - Present
Hypo Real Estate Bank International August 2004 - February 2009
Hypo Real Estate Capital 2004 - 2008
Merrill Lynch September 1998 - August 2004
Holliday Fenoglio Fowler December 1997 - September 1998
Skills
Real Estate, CMBS, Mortgage Lending, Commercial Mortgages, Securitization, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate Development, Syndications, Construction Loans, Loan Servicing, Asset Management, Banking, Loan Origination, Loans, Real Estate Economics
Education
Dillard University 1989 — 1993
Wells Fargo Bank August 2009 - Present
Hypo Real Estate Bank International August 2004 - February 2009
Hypo Real Estate Capital 2004 - 2008
Merrill Lynch September 1998 - August 2004
Holliday Fenoglio Fowler December 1997 - September 1998
Skills
Real Estate, CMBS, Mortgage Lending, Commercial Mortgages, Securitization, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate Development, Syndications, Construction Loans, Loan Servicing, Asset Management, Banking, Loan Origination, Loans, Real Estate Economics
Education
Dillard University 1989 — 1993
Marina Skurko's Merrill Lynch Experience October 2007 - November 2010
Job Senior consultant
Industry Banking
Experience
BNY Mellon March 2011 - Present
UBS 2015 - 2015
UBS 2015 - 2015
Merrill Lynch October 2007 - November 2010
UBS February 2000 - August 2007
Prudential Securities July 1998 - November 1999
Skills
COBOLII, DB2, SQL, SPUFI, QMF, MQ series, Revolve tool, Scheduler, Change Management, Reporting & Analysis, Equities, Fixed Income, Options, Loans, Microsoft project, Microsoft Office, MS Project, Microsoft SQL Server, Requirements Gathering, Vendor Management, C#, User Acceptance Testing, Business Requirements, WebSphere MQ, JCL, Sybase, Business Intelligence, Project Management, Integration, Microsoft Project, CICS, Investment Banking, PMO
Education
NYU SCPS 2011 — 2012
Donetsk National University 1988 — 1992
bachelor, mechanics, computer science
The Technical Institute of America
Project Management
BNY Mellon March 2011 - Present
UBS 2015 - 2015
UBS 2015 - 2015
Merrill Lynch October 2007 - November 2010
UBS February 2000 - August 2007
Prudential Securities July 1998 - November 1999
Skills
COBOLII, DB2, SQL, SPUFI, QMF, MQ series, Revolve tool, Scheduler, Change Management, Reporting & Analysis, Equities, Fixed Income, Options, Loans, Microsoft project, Microsoft Office, MS Project, Microsoft SQL Server, Requirements Gathering, Vendor Management, C#, User Acceptance Testing, Business Requirements, WebSphere MQ, JCL, Sybase, Business Intelligence, Project Management, Integration, Microsoft Project, CICS, Investment Banking, PMO
Education
NYU SCPS 2011 — 2012
Donetsk National University 1988 — 1992
bachelor, mechanics, computer science
The Technical Institute of America
Project Management
Eric Stanosheck's Merrill Lynch Experience January 2011 - July 2013
Job Regional Manager at Best Version Media
Industry Marketing and Advertising
Experience
Best Version Media March 2014 - Present
Antler Picasso March 2000 - Present
Merrill Lynch January 2011 - July 2013
Krilix, Inc. January 2009 - December 2009
Vector Marketing August 1997 - September 2008
Cutco Cutlery Corp / Vector Marketing Corp May 1997 - August 1997
CUTCO Cutlery May 1994 - May 1997
Skills
Sales Management, Management, Finance, Direct Sales, Project Management, Sales Process, Sales, Social Media, Cold Calling, Sales Presentations, Team Building, Marketing Strategy, Marketing, Training, Leadership, Customer Service
Education
Doane College 1993 — 1997
BA Business Admin, Business, Accounting, Economics
Best Version Media March 2014 - Present
Antler Picasso March 2000 - Present
Merrill Lynch January 2011 - July 2013
Krilix, Inc. January 2009 - December 2009
Vector Marketing August 1997 - September 2008
Cutco Cutlery Corp / Vector Marketing Corp May 1997 - August 1997
CUTCO Cutlery May 1994 - May 1997
Skills
Sales Management, Management, Finance, Direct Sales, Project Management, Sales Process, Sales, Social Media, Cold Calling, Sales Presentations, Team Building, Marketing Strategy, Marketing, Training, Leadership, Customer Service
Education
Doane College 1993 — 1997
BA Business Admin, Business, Accounting, Economics
Bielka Tortorelli's Merrill Lynch Experience September 2000 - August 2007
Job Tortorelli Immigration Law Center, PLLC
Industry Law Practice
Experience
Tortorelli Immigration Law Center, PLLC November 2013 - Present
The Romero Firm March 2013 - November 2013
Morgan Stanley September 2007 - May 2008
Merrill Lynch September 2000 - August 2007
Skills
Banking, Bilingual-English/Spanis..., Bonds, Credit, Derivatives, Hedge Funds, Investments, Options, Portfolio Management, Structured Finance, Equities, Management
Education
Pennsylvania State University, The Dickinson School of Law 1994 — 1997
JD, JD
Skidmore College 1990 — 1994
BA, Government, English, Law and Society
Skidmore College 1990 — 1994
Bachelor of Arts (B.A.), Government, English, Law and Society
Tortorelli Immigration Law Center, PLLC November 2013 - Present
The Romero Firm March 2013 - November 2013
Morgan Stanley September 2007 - May 2008
Merrill Lynch September 2000 - August 2007
Skills
Banking, Bilingual-English/Spanis..., Bonds, Credit, Derivatives, Hedge Funds, Investments, Options, Portfolio Management, Structured Finance, Equities, Management
Education
Pennsylvania State University, The Dickinson School of Law 1994 — 1997
JD, JD
Skidmore College 1990 — 1994
BA, Government, English, Law and Society
Skidmore College 1990 — 1994
Bachelor of Arts (B.A.), Government, English, Law and Society
Donna M. O'Meally's Merrill Lynch Experience 1996 - 1998
Job Insurance Sales & Marketing Consultant
Industry Insurance
Experience
Western MA Area Account ExecutiveHarrington Insurance Agency, Inc.July 2011 - June 2014
MassMutual Financial Group May 2007 - October 2009
MassMutual Financial Group January 1998 - January 2009
Merrill Lynch 1996 - 1998
Skills
Insurance, Strategy, Business Planning, New Business Development, Term Life Insurance, Life Insurance, Training, National Accounts, Solution Implementation, Competitive Analysis, Project Implementation, Business Strategy, Marketing, Investments
Education
NAIC 2011 — 2014
Formerly Property & Casualty licensed in MA
FINRA 1998 — 2010
Formerly Series 6 and 63 licensed
NAIC 1989 — 1995
Formerly Life & Health Licensed in NJ
Drew University 1981 — 1985
BA, Behavioral Science
The American College
Western MA Area Account ExecutiveHarrington Insurance Agency, Inc.July 2011 - June 2014
MassMutual Financial Group May 2007 - October 2009
MassMutual Financial Group January 1998 - January 2009
Merrill Lynch 1996 - 1998
Skills
Insurance, Strategy, Business Planning, New Business Development, Term Life Insurance, Life Insurance, Training, National Accounts, Solution Implementation, Competitive Analysis, Project Implementation, Business Strategy, Marketing, Investments
Education
NAIC 2011 — 2014
Formerly Property & Casualty licensed in MA
FINRA 1998 — 2010
Formerly Series 6 and 63 licensed
NAIC 1989 — 1995
Formerly Life & Health Licensed in NJ
Drew University 1981 — 1985
BA, Behavioral Science
The American College
Jennifer Gromada's Merrill Lynch Experience April 1989 - October 2000
Job Bookseller at Labyrinth Books
Industry Research
Experience
Labyrinth Books August 2013 - Present
Drew University January 2008 - Present
Alpha Phi International Fraternity May 2009 - July 2014
IBM October 2000 - May 2006
Merrill Lynch April 1989 - October 2000
TRW June 1984 - December 1988
Skills
Non-profits, Marketing, Strategic Planning, Consulting, Business Strategy, Project Management, Management Consulting, Program Management, Marketing Strategy, Research, Public Speaking, Nonprofits, Management, Leadership, Business Development
Education
Drew University 2008 — 2012
D. Litt., Arts & Letters
The College of New Jersey 2001 — 2005
M.A., English
Rutgers University-New Brunswick 1989 — 2000
B.A. (Summa cum laude), English
Penn State University 1981 — 1985
B.S., Marketing
Labyrinth Books August 2013 - Present
Drew University January 2008 - Present
Alpha Phi International Fraternity May 2009 - July 2014
IBM October 2000 - May 2006
Merrill Lynch April 1989 - October 2000
TRW June 1984 - December 1988
Skills
Non-profits, Marketing, Strategic Planning, Consulting, Business Strategy, Project Management, Management Consulting, Program Management, Marketing Strategy, Research, Public Speaking, Nonprofits, Management, Leadership, Business Development
Education
Drew University 2008 — 2012
D. Litt., Arts & Letters
The College of New Jersey 2001 — 2005
M.A., English
Rutgers University-New Brunswick 1989 — 2000
B.A. (Summa cum laude), English
Penn State University 1981 — 1985
B.S., Marketing
Nancine Vitale's Merrill Lynch Experience March 2008 - December 2010
Job Senior Technology Manager
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
Bank of America October 2012 - March 2015
Dowling College September 2008 - May 2013
Merrill Lynch Bank of America January 2009 - October 2012
Merrill Lynch March 2008 - December 2010
Merrill Lynch & Co. June 1995 - March 2008
Skills
Software Project..., Project Management, Business Analysis, Data Warehouse..., Agile Project Management, SDLC, Databases, Business Intelligence, IT Project & Program..., Object Oriented Modeling, Business Process..., IT Strategy, Capital Markets, Equities, Investment Banking, Management, PMO, Program Management, Project Portfolio..., Risk Management, Trading Systems, Vendor Management, Agile Methodologies, Data Warehousing, Business Process, Integration, Financial Services
Education
Dowling College 2005 — 2008
MBA, Corporate Finance, 3.7
Hofstra University 1989 — 1998
Bachelor's Degree, Management
Deutsche Bank September 2015 - Present
Bank of America October 2012 - March 2015
Dowling College September 2008 - May 2013
Merrill Lynch Bank of America January 2009 - October 2012
Merrill Lynch March 2008 - December 2010
Merrill Lynch & Co. June 1995 - March 2008
Skills
Software Project..., Project Management, Business Analysis, Data Warehouse..., Agile Project Management, SDLC, Databases, Business Intelligence, IT Project & Program..., Object Oriented Modeling, Business Process..., IT Strategy, Capital Markets, Equities, Investment Banking, Management, PMO, Program Management, Project Portfolio..., Risk Management, Trading Systems, Vendor Management, Agile Methodologies, Data Warehousing, Business Process, Integration, Financial Services
Education
Dowling College 2005 — 2008
MBA, Corporate Finance, 3.7
Hofstra University 1989 — 1998
Bachelor's Degree, Management
Jeffrey Carey's Merrill Lynch Experience July 1979 - December 2008
Job Managing Director
Industry Investment Banking
Experience
Bank of America January 2009 - Present
Merrill Lynch July 1979 - December 2008
Skills
Public Finance, Native American Finance, Series 24
Education
Harvard University Graduate School of Design 1977 — 1979
MCRP
Dickinson College 1973 — 1977
BA, Urban Studies
Bank of America January 2009 - Present
Merrill Lynch July 1979 - December 2008
Skills
Public Finance, Native American Finance, Series 24
Education
Harvard University Graduate School of Design 1977 — 1979
MCRP
Dickinson College 1973 — 1977
BA, Urban Studies
Carrie (Knox) Opiela's Merrill Lynch Experience August 1998 - May 2004
Job Technical Support Analyst IV at ADP
Industry Human Resources
Experience
ADP August 2007 - Present
Follett Corporation October 2004 - July 2007
Merrill Lynch August 1998 - May 2004
Education
Dominican University 1994 — 1998
Bachelors of Science, Business Administration, Economics, Communications
ADP August 2007 - Present
Follett Corporation October 2004 - July 2007
Merrill Lynch August 1998 - May 2004
Education
Dominican University 1994 — 1998
Bachelors of Science, Business Administration, Economics, Communications
Nadia Dodenova, CFA's Merrill Lynch Experience January 2007 - May 2007
Job Business Initiatives Analyst at Sands Capital Management
Industry Investment Management
Experience
Sands Capital Management January 2014 - Present
Sands Capital Management December 2011 - December 2013
Sands Capital Management February 2011 - December 2011
Sands Capital Management July 2008 - February 2011
Janney Montgomery Scott May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Investments, Equity Research, Asset Managment, Financial Analysis, Economics, Capital Markets, Portfolio Management, Investment Strategies
Education
Dickinson College 2004 — 2008
BA, International Business and Management
Sands Capital Management January 2014 - Present
Sands Capital Management December 2011 - December 2013
Sands Capital Management February 2011 - December 2011
Sands Capital Management July 2008 - February 2011
Janney Montgomery Scott May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Investments, Equity Research, Asset Managment, Financial Analysis, Economics, Capital Markets, Portfolio Management, Investment Strategies
Education
Dickinson College 2004 — 2008
BA, International Business and Management
Sezgin Unay, MBA's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
JP Morgan Chase May 2010 - July 2014
Wells Fargo June 2008 - May 2010
Bank of America 2007 - 2009
Skills
Banking, Retail Banking, Loans, Consumer Lending, Branch Banking, Deposits, Cross Selling, Lines Of Credit, Branch Management, Business Relationship..., Banking Relationships, Relationship Management, Small Business Lending, Commercial Banking, Mortgage Lending, Credit, Loan Origination, Financial Services, Credit Analysis, Cash Management, Credit Cards, Asset Based Lending, Home Equity Lines of..., Home Equity Loans, Operational Risk..., AML, Commercial Mortgages, Financial Risk, Investment Banking, Investments, Mortgage Banking, Mutual Funds, Private Banking, Refinance, Residential Mortgages, Risk Management, SBA, Series 63, Strategic Financial..., Wealth Management, Credit Risk, Commercial Lending
Education
Dowling College 2006 — 2008
MBA, Corporate Finance, 3.8
St. John's University 1996 — 2001
Hospitality and business management, Business Administration and Management, General, 3.2
Merrill Lynch August 2014 - Present
JP Morgan Chase May 2010 - July 2014
Wells Fargo June 2008 - May 2010
Bank of America 2007 - 2009
Skills
Banking, Retail Banking, Loans, Consumer Lending, Branch Banking, Deposits, Cross Selling, Lines Of Credit, Branch Management, Business Relationship..., Banking Relationships, Relationship Management, Small Business Lending, Commercial Banking, Mortgage Lending, Credit, Loan Origination, Financial Services, Credit Analysis, Cash Management, Credit Cards, Asset Based Lending, Home Equity Lines of..., Home Equity Loans, Operational Risk..., AML, Commercial Mortgages, Financial Risk, Investment Banking, Investments, Mortgage Banking, Mutual Funds, Private Banking, Refinance, Residential Mortgages, Risk Management, SBA, Series 63, Strategic Financial..., Wealth Management, Credit Risk, Commercial Lending
Education
Dowling College 2006 — 2008
MBA, Corporate Finance, 3.8
St. John's University 1996 — 2001
Hospitality and business management, Business Administration and Management, General, 3.2
Kim Fahey's Merrill Lynch Experience November 1999 - July 2005
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock January 2010 - Present
BlackRock July 2005 - December 2010
Merrill Lynch November 1999 - July 2005
Merrill Lynch September 1992 - November 1999
Merrill Lynch February 1987 - September 1992
Skills
Institutional..., Financial Services, Fixed Income, Equities, Pooled Funds, Derivatives, Mutual Funds, BlackRock Aladdin, Data Management and..., Asset Managment
Education
Drew University
Bachelor's Degree, Economics
BlackRock January 2010 - Present
BlackRock July 2005 - December 2010
Merrill Lynch November 1999 - July 2005
Merrill Lynch September 1992 - November 1999
Merrill Lynch February 1987 - September 1992
Skills
Institutional..., Financial Services, Fixed Income, Equities, Pooled Funds, Derivatives, Mutual Funds, BlackRock Aladdin, Data Management and..., Asset Managment
Education
Drew University
Bachelor's Degree, Economics
Wendy Yazujian's Merrill Lynch Experience 1990 - 2001
Job Principal at SFE Global Consulting LLC
Industry Professional Training & Coaching
Experience
SFE Global Consulting LLC PresidentDeruta DirectJanuary 2002 - December 2006
Merrill Lynch 1990 - 2001
Education
Rider University 2002 — 2006
MA, Reading & Language Arts
Dickinson College
BA, English Literature, French
SFE Global Consulting LLC PresidentDeruta DirectJanuary 2002 - December 2006
Merrill Lynch 1990 - 2001
Education
Rider University 2002 — 2006
MA, Reading & Language Arts
Dickinson College
BA, English Literature, French
Maggie Peeke's Merrill Lynch Experience June 2010 - August 2010
Job Sr. Marketing Associate at Next Jump
Industry Marketing and Advertising
Experience
Next Jump November 2014 - Present
MMB March 2013 - November 2014
MMB December 2011 - February 2013
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Integrated Marketing, Social Media, Social Media Marketing, Direct Mail, Spanish, Marketing Communications, Digital Marketing, Advertising, Market Research, Marketing Strategy, Online Advertising, Digital Strategy, Direct Marketing, Account Management, Interactive Advertising, Mobile Marketing, Interactive Marketing, Online Marketing, HTML Emails, Email Marketing, Google Analytics, Microsoft Excel, Facebook, CRM, Brand Development
Education
Dickinson College 2007 — 2011
B.A, International Business and Management
La Universidad de Malaga
Spanish Language, Literature and Economics
Next Jump November 2014 - Present
MMB March 2013 - November 2014
MMB December 2011 - February 2013
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Integrated Marketing, Social Media, Social Media Marketing, Direct Mail, Spanish, Marketing Communications, Digital Marketing, Advertising, Market Research, Marketing Strategy, Online Advertising, Digital Strategy, Direct Marketing, Account Management, Interactive Advertising, Mobile Marketing, Interactive Marketing, Online Marketing, HTML Emails, Email Marketing, Google Analytics, Microsoft Excel, Facebook, CRM, Brand Development
Education
Dickinson College 2007 — 2011
B.A, International Business and Management
La Universidad de Malaga
Spanish Language, Literature and Economics
Leonard (Lenny) Schnall, MBA's Merrill Lynch Experience February 1999 - November 2003
Job Financial Analyst/ Consultant
Industry Financial Services
Experience
RoundPoint Mortgage Servicing Corporation July 2015 - September 2015
Wells Fargo June 2014 - December 2014
HF Financial March 2013 - June 2013
New York Life Insurance Company March 2012 - January 2013
Bank of America July 2004 - June 2011
Merrill Lynch February 1999 - November 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Smith Barney 1987 - 1991
Salomon Brothers 1986 - 1987
Skills
Fixed Income, Investment Banking, Securities, Capital Markets, Financial Analysis, Financial Reporting, Fixed Annuities, Retirement Planning, Syndications, Middle Office, IPO, Bonds, Municipal Bonds, Equity Capital Markets, TQM- Total Quality..., Process Improvement, Six Sigma, Excel, Personal Financial..., Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Long Term Care Insurance, Health Insurance, Investments, Financial Services, Life Insurance, Long-term Care, Financial Markets, Product Control, Finance, Insurance, Mutual Funds, Strategic Financial..., Series 7
Education
Fordham University Graduate School of Business Administration 1988 — 1991
MBA, Finance
Dowling College 1981 — 1985
BBA, Accounting
RoundPoint Mortgage Servicing Corporation July 2015 - September 2015
Wells Fargo June 2014 - December 2014
HF Financial March 2013 - June 2013
New York Life Insurance Company March 2012 - January 2013
Bank of America July 2004 - June 2011
Merrill Lynch February 1999 - November 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Smith Barney 1987 - 1991
Salomon Brothers 1986 - 1987
Skills
Fixed Income, Investment Banking, Securities, Capital Markets, Financial Analysis, Financial Reporting, Fixed Annuities, Retirement Planning, Syndications, Middle Office, IPO, Bonds, Municipal Bonds, Equity Capital Markets, TQM- Total Quality..., Process Improvement, Six Sigma, Excel, Personal Financial..., Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Long Term Care Insurance, Health Insurance, Investments, Financial Services, Life Insurance, Long-term Care, Financial Markets, Product Control, Finance, Insurance, Mutual Funds, Strategic Financial..., Series 7
Education
Fordham University Graduate School of Business Administration 1988 — 1991
MBA, Finance
Dowling College 1981 — 1985
BBA, Accounting
Jennifer Damiano's Merrill Lynch Experience 1992 - 1998
Job Entry Level Recruiter Looking for a job.
Industry Banking
Experience
Kohl's Department Stores May 2010 - June 2013
Homesite Insurance 2007 - 2008
IBM Corporation 1998 - 2005
Merrill Lynch 1992 - 1998
Education
Drew University 1987 — 1991
BA, Sociology
Byram Hills High School
Byram Hills High School
Kohl's Department Stores May 2010 - June 2013
Homesite Insurance 2007 - 2008
IBM Corporation 1998 - 2005
Merrill Lynch 1992 - 1998
Education
Drew University 1987 — 1991
BA, Sociology
Byram Hills High School
Byram Hills High School
Stephen Sarpi's Merrill Lynch Experience August 2010 - Present
Job AVP Portfolio Manager at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch August 2010 - Present
Goldenberg Hehmeyer & Co. August 2003 - August 2010
Merrill Lynch August 1999 - October 2001
Education
Drew University 1995 — 1999
Bachelor of Arts, Economics, Business Management
Merrill Lynch August 2010 - Present
Goldenberg Hehmeyer & Co. August 2003 - August 2010
Merrill Lynch August 1999 - October 2001
Education
Drew University 1995 — 1999
Bachelor of Arts, Economics, Business Management
Jiachen Han's Merrill Lynch Experience September 2010 - Present
Job VP at Merrill Lynch
Industry Financial Services
Derica Arceneaux's Merrill Lynch Experience April 2007 - February 2009
Job Resident at New Sector Alliance
Industry Marketing and Advertising
Experience
New Sector Alliance September 2009 - Present
Keller Williams Realty August 2008 - August 2009
Mclhenney Company/ Tabasco January 2007 - May 2009
Merrill Lynch April 2007 - February 2009
MillerCoors Brewing Company, New Orleans, LA May 2008 - August 2008
Enterprise Rent-A-Car May 2007 - August 2007
Education
Dillard University 2005 — 2009
B.A., Marketing/MIS
New Sector Alliance September 2009 - Present
Keller Williams Realty August 2008 - August 2009
Mclhenney Company/ Tabasco January 2007 - May 2009
Merrill Lynch April 2007 - February 2009
MillerCoors Brewing Company, New Orleans, LA May 2008 - August 2008
Enterprise Rent-A-Car May 2007 - August 2007
Education
Dillard University 2005 — 2009
B.A., Marketing/MIS
Scott Engle's Merrill Lynch Experience April 2006 - November 2007
Job Executive Director, Sales Compensation Comcast Corp. (Comcast Cable)
Industry Telecommunications
Experience
Comcast Cable April 2014 - Present
Merck & Co. Inc. September 2011 - April 2014
Merck November 2007 - October 2011
Merrill Lynch April 2006 - November 2007
Johnson & Johnson February 2003 - April 2006
Johnson & Johnson May 2002 - February 2003
Johnson & Johnson August 1999 - May 2002
Unisys November 1996 - August 1999
Skills
Pharmaceutical Industry, Biotechnology, Cross-functional Team..., Sales Effectiveness, Product Launch, Regulatory Affairs, Clinical Trials, Pharmaceutical Sales, Organization Design, Financial Analysis and..., Business Planning, Performance Management, Incentive Compensation
Education
University of Pennsylvania 2002 — 2004
Master's degree, Technology Management
Temple University - Fox School of Business and Management 1997 — 1999
Master in Business Administration, Marketing
Dickinson College 1991 — 1995
Bachelor's degree
Comcast Cable April 2014 - Present
Merck & Co. Inc. September 2011 - April 2014
Merck November 2007 - October 2011
Merrill Lynch April 2006 - November 2007
Johnson & Johnson February 2003 - April 2006
Johnson & Johnson May 2002 - February 2003
Johnson & Johnson August 1999 - May 2002
Unisys November 1996 - August 1999
Skills
Pharmaceutical Industry, Biotechnology, Cross-functional Team..., Sales Effectiveness, Product Launch, Regulatory Affairs, Clinical Trials, Pharmaceutical Sales, Organization Design, Financial Analysis and..., Business Planning, Performance Management, Incentive Compensation
Education
University of Pennsylvania 2002 — 2004
Master's degree, Technology Management
Temple University - Fox School of Business and Management 1997 — 1999
Master in Business Administration, Marketing
Dickinson College 1991 — 1995
Bachelor's degree
Donna M. Milza's Merrill Lynch Experience May 1992 - May 1998
Job Administrative Manager/Resource Analyst at City of New York, Parks & Recreation
Industry Government Administration
Experience
NYC Department of Parks & Recreation November 2013 - Present
European Elegance January 2006 - November 2013
Merrill Lynch May 1992 - May 1998
Skills
Graphic Design, Equity Trading, New Business Development, Nonprofits, Start-ups, Microsoft Office, Management, Leadership, Leadership Development, Microsoft Excel, Team Leadership, Project Management, Microsoft Word, Management Consulting, Change Management, Fine Art, Trade Shows, Fundraising, Sales, Recruiting, Business Planning, E-commerce, Event Management, Social Networking, Coaching, Interviews, Online Marketing, Training, Small Business, Business Strategy, Organizational..., Market Research, Account Management, Editing, Inventory Management, Purchasing, Forecasting, Fashion, Apparel, Employee Training
Education
Drew University 2000 — 2003
BA, English, Psychology, Cum Laude
NYC Department of Parks & Recreation November 2013 - Present
European Elegance January 2006 - November 2013
Merrill Lynch May 1992 - May 1998
Skills
Graphic Design, Equity Trading, New Business Development, Nonprofits, Start-ups, Microsoft Office, Management, Leadership, Leadership Development, Microsoft Excel, Team Leadership, Project Management, Microsoft Word, Management Consulting, Change Management, Fine Art, Trade Shows, Fundraising, Sales, Recruiting, Business Planning, E-commerce, Event Management, Social Networking, Coaching, Interviews, Online Marketing, Training, Small Business, Business Strategy, Organizational..., Market Research, Account Management, Editing, Inventory Management, Purchasing, Forecasting, Fashion, Apparel, Employee Training
Education
Drew University 2000 — 2003
BA, English, Psychology, Cum Laude
michael berezetsky's Merrill Lynch Experience May 2011 - Present
Job VP. Electronic Trading(equities) at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Credit Suisse September 2004 - 2011
Interactive Brokers 2001 - 2004
Skills
Trading Systems, Options, Electronic Trading, Equities, Software Development, Market Data, Equity Derivatives, Equity Trading, Low Latency
Education
Donetsk National University
MS, mathematics
Merrill Lynch May 2011 - Present
Credit Suisse September 2004 - 2011
Interactive Brokers 2001 - 2004
Skills
Trading Systems, Options, Electronic Trading, Equities, Software Development, Market Data, Equity Derivatives, Equity Trading, Low Latency
Education
Donetsk National University
MS, mathematics
Wendy Yazujian's Merrill Lynch Experience 1997 - December 2001
Job Principal at SFE Global Consulting, LLC
Industry Financial Services
Experience
SFE Global Consulting, LLC 2006 - Present
Self-employed 1982 - 2014
Merrill Lynch 1997 - December 2001
Skills
Executive Coaching, Public Speaking, Project Management, Management Consulting, Travel Planning, Hospitality Service, Direct Import, Sales Effectiveness, Budgets, Change Management, Team Building, Microsoft Office, Management, Marketing Strategy, Leadership Development
Education
Dickinson College
Bachelor's Degree, English Literature (British and Commonwealth); minor: French, Phi Beta Kappa, summa cum laude
Rider University
Master's Degree, Reading and Language Arts
SFE Global Consulting, LLC 2006 - Present
Self-employed 1982 - 2014
Merrill Lynch 1997 - December 2001
Skills
Executive Coaching, Public Speaking, Project Management, Management Consulting, Travel Planning, Hospitality Service, Direct Import, Sales Effectiveness, Budgets, Change Management, Team Building, Microsoft Office, Management, Marketing Strategy, Leadership Development
Education
Dickinson College
Bachelor's Degree, English Literature (British and Commonwealth); minor: French, Phi Beta Kappa, summa cum laude
Rider University
Master's Degree, Reading and Language Arts
Myke Marshall's Merrill Lynch Experience July 2003 - October 2003
Job Senior Security Engineer at CocaCola Refreshments
Industry Computer & Network Security
Experience
Coca-Cola Refreshments November 2011 - Present
Cox Communications September 2008 - February 2011
Morgan Stanley October 2004 - August 2008
Merrill Lynch July 2003 - October 2003
J.P. Morgan August 2000 - November 2002
Spectracomm Inc. 2002 - 2002
Skills
Firewalls, Check Point, Firewall-1, Cisco ASA, Fortigate, Fortinet, IT Security, IDS, IPS, Juniper, Netscreen, SRX, SPLAT, PIX, RSA, RSA SecurID, Unix, Linux, TCP/IP, Qualys, VPN, IPSEC, SSL VPN, Anyconnect, F5 BigIP, Provider-1, MU Dynamics, Perl, Network Security, Security, Information Security, IPSec, Checkpoint, Routing, Networking, ASA, Servers, Cisco Technologies, Proxy
Education
Dowling College 1995 — 1997
Master of Business Administration (M.B.A.)
SUNY Stony Brook 1992 — 1995
Bachelor of Science (BS), Computer Science
Farmingdale State University of New York 1990 — 1992
Associate of Science (A.S.), Computer Science
Coca-Cola Refreshments November 2011 - Present
Cox Communications September 2008 - February 2011
Morgan Stanley October 2004 - August 2008
Merrill Lynch July 2003 - October 2003
J.P. Morgan August 2000 - November 2002
Spectracomm Inc. 2002 - 2002
Skills
Firewalls, Check Point, Firewall-1, Cisco ASA, Fortigate, Fortinet, IT Security, IDS, IPS, Juniper, Netscreen, SRX, SPLAT, PIX, RSA, RSA SecurID, Unix, Linux, TCP/IP, Qualys, VPN, IPSEC, SSL VPN, Anyconnect, F5 BigIP, Provider-1, MU Dynamics, Perl, Network Security, Security, Information Security, IPSec, Checkpoint, Routing, Networking, ASA, Servers, Cisco Technologies, Proxy
Education
Dowling College 1995 — 1997
Master of Business Administration (M.B.A.)
SUNY Stony Brook 1992 — 1995
Bachelor of Science (BS), Computer Science
Farmingdale State University of New York 1990 — 1992
Associate of Science (A.S.), Computer Science
William Shea's Merrill Lynch Experience December 1981 - February 1987
Job Director at SunGard Availability Services
Industry Financial Services
Experience
SunGard Availability Services September 2013 - Present
RBC Capital Markets May 2011 - April 2013
UBS June 1996 - May 2011
Goldman Sachs February 1987 - June 1996
Merrill Lynch December 1981 - February 1987
Skills
Incident Management, Service Management, Change Management, ITIL, Business Continuity, Disaster Recovery, Problem Management, Risk Management, Infrastructure, IT Operations, Data Center, PMO, Vendor Management, SDLC, Governance, Requirements Analysis, Project Portfolio..., Visio, IT Management, Enterprise Architecture, Project Delivery
Education
Dowling College
SunGard Availability Services September 2013 - Present
RBC Capital Markets May 2011 - April 2013
UBS June 1996 - May 2011
Goldman Sachs February 1987 - June 1996
Merrill Lynch December 1981 - February 1987
Skills
Incident Management, Service Management, Change Management, ITIL, Business Continuity, Disaster Recovery, Problem Management, Risk Management, Infrastructure, IT Operations, Data Center, PMO, Vendor Management, SDLC, Governance, Requirements Analysis, Project Portfolio..., Visio, IT Management, Enterprise Architecture, Project Delivery
Education
Dowling College
Adam Kohler's Merrill Lynch Experience June 2012 - December 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
St. Joseph's College 2013 - Present
Suffolk County Community College 2012 - Present
Merrill Lynch June 2012 - December 2014
Eastern Suffolk BOCES June 2007 - June 2012
Skills
Teaching, Wealth Management, Financial Planning, Retirement Planning, Curriculum Design, Special Education, Special Needs Trusts, College Teaching, Strategic Financial..., Estate Planning, Nonprofits, Life Insurance, Tutoring, Higher Education, Staff Development, Public Speaking, Management, Research, Curriculum Development, Investments, Asset Allocation, Event Planning
Education
Stony Brook University 2010 — 2011
Master of Arts (M.A.), Philosophy
Dowling College 2008 — 2010
B.A., Philosophy, Sociology
TIAA-CREF 2014 - Present
St. Joseph's College 2013 - Present
Suffolk County Community College 2012 - Present
Merrill Lynch June 2012 - December 2014
Eastern Suffolk BOCES June 2007 - June 2012
Skills
Teaching, Wealth Management, Financial Planning, Retirement Planning, Curriculum Design, Special Education, Special Needs Trusts, College Teaching, Strategic Financial..., Estate Planning, Nonprofits, Life Insurance, Tutoring, Higher Education, Staff Development, Public Speaking, Management, Research, Curriculum Development, Investments, Asset Allocation, Event Planning
Education
Stony Brook University 2010 — 2011
Master of Arts (M.A.), Philosophy
Dowling College 2008 — 2010
B.A., Philosophy, Sociology
Scott Andersen's Merrill Lynch Experience 2002 - 2006
Job Principal Examiner Fixed Income at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
FINRA January 2011 - Present
Smith Jacobs/Raymond C. Forbes June 2006 - December 2010
NYSE Euronext 1999 - 2010
Prudential Financial April 2002 - June 2006
Merrill Lynch 2002 - 2006
Skills
Series 7, Series 63, Series 24, Securities, Equities, Trading, Equity Trading, Bloomberg, Electronic Trading, Financial Markets, Options, Hedge Funds, Capital Markets, Mutual Funds, Fixed Income, ETFs, FINRA, Trading Systems, Risk Management, Proprietary Trading, AML, Due Diligence, Structured Products, Equity Derivatives, Prime Brokerage, Private Placements, Equity Research, Stocks, Investment Advisory, Investments, Derivatives, Alternative Investments
Education
Dowling College 2001 — 2003
Master of Business Administration (MBA), Banking and Finance, 3.85
New York Institute of Technology-Old Westbury
Bachelor of Science (BS), Business Administration and Management, General, 3.7
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
FINRA January 2011 - Present
Smith Jacobs/Raymond C. Forbes June 2006 - December 2010
NYSE Euronext 1999 - 2010
Prudential Financial April 2002 - June 2006
Merrill Lynch 2002 - 2006
Skills
Series 7, Series 63, Series 24, Securities, Equities, Trading, Equity Trading, Bloomberg, Electronic Trading, Financial Markets, Options, Hedge Funds, Capital Markets, Mutual Funds, Fixed Income, ETFs, FINRA, Trading Systems, Risk Management, Proprietary Trading, AML, Due Diligence, Structured Products, Equity Derivatives, Prime Brokerage, Private Placements, Equity Research, Stocks, Investment Advisory, Investments, Derivatives, Alternative Investments
Education
Dowling College 2001 — 2003
Master of Business Administration (MBA), Banking and Finance, 3.85
New York Institute of Technology-Old Westbury
Bachelor of Science (BS), Business Administration and Management, General, 3.7
Yvette Curtis Mills, CFP®, ChFC®'s Merrill Lynch Experience 1999 - 2001
Job Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Vanguard January 2005 - December 2011
Merrill Lynch 1999 - 2001
INROADS 1986 - 1999
Mutual Benefit 1982 - 1986
Skills
Strategic Financial..., Series 6, Financial Services, Relationship Management, Retirement Planning, Series 7, Wealth Management, Investments, Series 63, Series 65
Education
Drew University
BA, Economics
Rutgers Graduate School of Management
MBA, Finance
TIAA-CREF January 2012 - Present
Vanguard January 2005 - December 2011
Merrill Lynch 1999 - 2001
INROADS 1986 - 1999
Mutual Benefit 1982 - 1986
Skills
Strategic Financial..., Series 6, Financial Services, Relationship Management, Retirement Planning, Series 7, Wealth Management, Investments, Series 63, Series 65
Education
Drew University
BA, Economics
Rutgers Graduate School of Management
MBA, Finance
Fang (Helen) Shi's Merrill Lynch Experience August 2006 - June 2011
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2006 - June 2011
Merrill Lynch August 2006 - June 2011
MetLife December 2005 - September 2006
Washington Mutual Bank June 2004 - June 2005
Mitsubishi UFJ Securities (USA), Inc. December 1999 - June 2004
The UFJ Bank Limited December 1999 - June 2004
Skills
Trading, Financial Services, Equities, Fixed Income
Education
Dowling College
MBA, Banking/Finance
Dowling College
Finance major
International Language School
Japanese
Nanjing University
Wuxi Light Industry University
Merrill Lynch August 2006 - June 2011
Merrill Lynch August 2006 - June 2011
MetLife December 2005 - September 2006
Washington Mutual Bank June 2004 - June 2005
Mitsubishi UFJ Securities (USA), Inc. December 1999 - June 2004
The UFJ Bank Limited December 1999 - June 2004
Skills
Trading, Financial Services, Equities, Fixed Income
Education
Dowling College
MBA, Banking/Finance
Dowling College
Finance major
International Language School
Japanese
Nanjing University
Wuxi Light Industry University
JoAnn Keatz's Merrill Lynch Experience 1991 - 2002
Job Development Management Professional
Industry Fund-Raising
Experience
Drew University February 2013 - May 2015
MIT 2009 - 2012
Rensselaer Polytechnic Institute 2005 - 2008
SUNY Institute of Technology 2003 - 2004
Merrill Lynch 1991 - 2002
Weichert Realtors 1986 - 1991
Skills
Major & Planned Gifts, Capital Campaigns, Board Development, Volunteer Management, Leadership, Program Development, Project Management, Strategic Planning, Public Speaking, Fundraising, Non-profit Director, Estate Planning, Event Planning, Nonprofits, Philanthropy, Annual Giving, Program Management, Strategy, Management, Event Management, Planned Giving, Higher Education, Grants, Strategic Communications, CRM, Proposal Writing, Stewardship, Alumni Relations, Annual Fund, Prospect Research
Education
Drew University
The Bronx High School of Science
Drew University February 2013 - May 2015
MIT 2009 - 2012
Rensselaer Polytechnic Institute 2005 - 2008
SUNY Institute of Technology 2003 - 2004
Merrill Lynch 1991 - 2002
Weichert Realtors 1986 - 1991
Skills
Major & Planned Gifts, Capital Campaigns, Board Development, Volunteer Management, Leadership, Program Development, Project Management, Strategic Planning, Public Speaking, Fundraising, Non-profit Director, Estate Planning, Event Planning, Nonprofits, Philanthropy, Annual Giving, Program Management, Strategy, Management, Event Management, Planned Giving, Higher Education, Grants, Strategic Communications, CRM, Proposal Writing, Stewardship, Alumni Relations, Annual Fund, Prospect Research
Education
Drew University
The Bronx High School of Science
John Cibuls's Merrill Lynch Experience 1990 - 1999
Job Sales Consultant at Empire Merchants
Industry Wine and Spirits
Experience
Empire Merchants August 2004 - Present
Merrill Lynch 1990 - 1999
Lake Liquor 1984 - 1989
Skills
Wine Sales, Wine Education, Wine Knowledge, Wine Marketing, Wine Tasting, Alcoholic Beverages, Beverage Industry, Sales
Education
Dowling College 1986 — 1988
Bachelor of Science (BS), Finance, General
Suffolk County Community College 1984 — 1986
Associate's degree, Business Administration and Management, General
Empire Merchants August 2004 - Present
Merrill Lynch 1990 - 1999
Lake Liquor 1984 - 1989
Skills
Wine Sales, Wine Education, Wine Knowledge, Wine Marketing, Wine Tasting, Alcoholic Beverages, Beverage Industry, Sales
Education
Dowling College 1986 — 1988
Bachelor of Science (BS), Finance, General
Suffolk County Community College 1984 — 1986
Associate's degree, Business Administration and Management, General
Leonard Van Drunen's Merrill Lynch Experience July 1988 - January 1996
Job Professor of Business and Chair of the Business Department at Calvin College
Industry Higher Education
Experience
Calvin College August 2005 - Present
JP Morgan Chase April 1996 - July 2005
Merrill Lynch July 1988 - January 1996
University of Utah August 1985 - July 1988
Skills
Public Speaking, Capital Markets, Teaching, Leadership Development, Higher Education, Research, Student Development, Curriculum Design, Financial Analysis, Curriculum Development, Finance, Microsoft Office, Statistics, Non-profits, Nonprofits, Student Affairs
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
MSc, Social Policy
Purdue University 1981 — 1985
PhD, Finance
Dordt College 1977 — 1981
BA, Business
Calvin College August 2005 - Present
JP Morgan Chase April 1996 - July 2005
Merrill Lynch July 1988 - January 1996
University of Utah August 1985 - July 1988
Skills
Public Speaking, Capital Markets, Teaching, Leadership Development, Higher Education, Research, Student Development, Curriculum Design, Financial Analysis, Curriculum Development, Finance, Microsoft Office, Statistics, Non-profits, Nonprofits, Student Affairs
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
MSc, Social Policy
Purdue University 1981 — 1985
PhD, Finance
Dordt College 1977 — 1981
BA, Business
Stacie Aubrey's Merrill Lynch Experience March 2000 - February 2004
Job Vice President at US Trust
Industry Financial Services
Experience
US Trust February 2004 - Present
Merrill Lynch March 2000 - February 2004
Skills
Asset Allocation, Wealth Management..., Trust & Estate Planning, Trust Management, Sales
Education
Dickinson College
Bachelor of Arts (B.A.), Economics and Policy Studies
US Trust February 2004 - Present
Merrill Lynch March 2000 - February 2004
Skills
Asset Allocation, Wealth Management..., Trust & Estate Planning, Trust Management, Sales
Education
Dickinson College
Bachelor of Arts (B.A.), Economics and Policy Studies
Zhen Zhou's Merrill Lynch Experience November 2006 - December 2008
Job Principal Big Data Architect at HookLogic, Inc.
Industry Marketing and Advertising
Experience
HookLogic, Inc. December 2014 - Present
Bank of America December 2008 - November 2014
Merrill Lynch November 2006 - December 2008
Depository Trust & Clearing Corporation September 2005 - November 2006
Bank of New York Mellon June 2004 - September 2005
Miavita March 2004 - June 2004
Travel July 2003 - February 2004
Drexel University September 2002 - June 2003
Elemica March 2002 - September 2002
Drexel University September 2001 - March 2002
Skills
Big Data, Enterprise Architecture, Java, Fixed Income, Capital Markets, Unix, SDLC, Python, Hadoop, SQL, Equities, Trading Systems, Shell Scripting, Business Intelligence, Market Data, Cloud Computing, Vendor Management, Integration, Business Analysis, Analytics, Distributed Systems, SOA, Start-ups, Data Integration, IT Strategy, Disaster Recovery, Project Management, Puppet, Cryptography, Data Science, Machine Learning, Storm, Cassandra, HBase, Spark, Backbone.js, Node.js, Scala, Play Framework, Amazon Web Services..., Amazon VPC, Docker, Redis, AWS Kinesis, AWS Redshift, PostgreSQL, Clojure, Aerospike, Graphite, Maven
Education
Drexel University 1998 — 2003
Bachelor’s Degree, Information Systems and Technology
HookLogic, Inc. December 2014 - Present
Bank of America December 2008 - November 2014
Merrill Lynch November 2006 - December 2008
Depository Trust & Clearing Corporation September 2005 - November 2006
Bank of New York Mellon June 2004 - September 2005
Miavita March 2004 - June 2004
Travel July 2003 - February 2004
Drexel University September 2002 - June 2003
Elemica March 2002 - September 2002
Drexel University September 2001 - March 2002
Skills
Big Data, Enterprise Architecture, Java, Fixed Income, Capital Markets, Unix, SDLC, Python, Hadoop, SQL, Equities, Trading Systems, Shell Scripting, Business Intelligence, Market Data, Cloud Computing, Vendor Management, Integration, Business Analysis, Analytics, Distributed Systems, SOA, Start-ups, Data Integration, IT Strategy, Disaster Recovery, Project Management, Puppet, Cryptography, Data Science, Machine Learning, Storm, Cassandra, HBase, Spark, Backbone.js, Node.js, Scala, Play Framework, Amazon Web Services..., Amazon VPC, Docker, Redis, AWS Kinesis, AWS Redshift, PostgreSQL, Clojure, Aerospike, Graphite, Maven
Education
Drexel University 1998 — 2003
Bachelor’s Degree, Information Systems and Technology
Vincent Dhliwayo's Merrill Lynch Experience April 2013 - Present
Job Preferred Transition Specialist at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2013 - Present
Edward Jones April 2012 - December 2012
Wells Fargo December 2010 - March 2012
Skills
Financial Analysis, Banking, Risk Management, Managerial Finance, Microsoft Excel, Strategic Planning, Customer Service, Financial Reporting, PowerPoint, Economics, Accounting, Microsoft Office, Analysis, Leadership, Retirement Planning, Microsoft Word, Business Planning, Budgets, Business Analysis, Series 7
Education
Dickinson State University 2008 — 2010
Bachelor of Science (BS), Finance
Merrill Lynch April 2013 - Present
Edward Jones April 2012 - December 2012
Wells Fargo December 2010 - March 2012
Skills
Financial Analysis, Banking, Risk Management, Managerial Finance, Microsoft Excel, Strategic Planning, Customer Service, Financial Reporting, PowerPoint, Economics, Accounting, Microsoft Office, Analysis, Leadership, Retirement Planning, Microsoft Word, Business Planning, Budgets, Business Analysis, Series 7
Education
Dickinson State University 2008 — 2010
Bachelor of Science (BS), Finance
Adam Goldman's Merrill Lynch Experience May 1990 - Present
Job First Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1990 - Present
Skills
CRPC, Wealth Management, Investment Advisory, Municipal Bonds, 401k Rollovers, Private Banking, Saving for Education, CIMA, Alternative Investments, Asset Allocation, Series 63, Retirement, Investments, Series 7
Education
Dickinson College 1986 — 1990
BS, Economics
Cambridge University 1988 — 1989
Concentration in International Economics, International Economics
Cheltenham high School 1982 — 1986
Merrill Lynch May 1990 - Present
Skills
CRPC, Wealth Management, Investment Advisory, Municipal Bonds, 401k Rollovers, Private Banking, Saving for Education, CIMA, Alternative Investments, Asset Allocation, Series 63, Retirement, Investments, Series 7
Education
Dickinson College 1986 — 1990
BS, Economics
Cambridge University 1988 — 1989
Concentration in International Economics, International Economics
Cheltenham high School 1982 — 1986
Terence Radigan's Merrill Lynch Experience 2013 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
Georgeson Group Inc 2006 - 2013
Merrill Lynch 2001 - 2006
Education
Drew University
Bachelor's Degree, Philosophy
Merrill Lynch 2013 - Present
Georgeson Group Inc 2006 - 2013
Merrill Lynch 2001 - 2006
Education
Drew University
Bachelor's Degree, Philosophy
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank