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
Yury Kaganov Yury Kaganov's Merrill Lynch Experience September 1998 - June 2007
Job Owner / Partner at Alteso
Industry Information Technology and Services
Experience
Alteso May 2012 - Present
HaulMatch.com January 2008 - Present
RideSafely.com 2002 - December 2014
Dubai Auto Auction September 2010 - August 2012
AT&T/Merrill Lynch June 1995 - November 2008
AT&T June 1995 - November 2008
Merrill Lynch September 1998 - June 2007
Merrill Lynch/AT&T Solutions September 1998 - June 2007
Skills
IT Strategy, VoIP, Network Architecture, Telecommunications, Data Center, Enterprise Architecture, Vendor Management, Disaster Recovery, Automotive, Vehicles, Auctions, Online Auctions, Vehicle Remarketing, Upstream Marketing, Auction Management, Business Analysis, Program Management, Content Syndication, Enterprise Software, IT Management, Information Technology, Outsourcing, Professional Services, Executive Management, IT Operations, Online Marketing
Education
New Jersey Institute of Technology 1996 — 1997
MS, Computer Science
Drexel University 1992 — 1995
BS, Electrical Engineering
Alteso May 2012 - Present
HaulMatch.com January 2008 - Present
RideSafely.com 2002 - December 2014
Dubai Auto Auction September 2010 - August 2012
AT&T/Merrill Lynch June 1995 - November 2008
AT&T June 1995 - November 2008
Merrill Lynch September 1998 - June 2007
Merrill Lynch/AT&T Solutions September 1998 - June 2007
Skills
IT Strategy, VoIP, Network Architecture, Telecommunications, Data Center, Enterprise Architecture, Vendor Management, Disaster Recovery, Automotive, Vehicles, Auctions, Online Auctions, Vehicle Remarketing, Upstream Marketing, Auction Management, Business Analysis, Program Management, Content Syndication, Enterprise Software, IT Management, Information Technology, Outsourcing, Professional Services, Executive Management, IT Operations, Online Marketing
Education
New Jersey Institute of Technology 1996 — 1997
MS, Computer Science
Drexel University 1992 — 1995
BS, Electrical Engineering
Al Goel's Merrill Lynch Experience August 1997 - August 1999
Job HR People & Organizational Development at sanofi
Industry Pharmaceuticals
Experience
Sanofi March 2015 - Present
sanofi July 2012 - March 2015
sanofi February 2011 - June 2012
sanofi-aventis November 2009 - February 2011
sanofi-aventis September 2007 - November 2009
sanofi-aventis February 2003 - September 2007
Johnson & Johnson August 2002 - February 2003
Deloitte August 1999 - November 2001
Merrill Lynch August 1997 - August 1999
Crystal Outlet, Inc. 1985 - 1997
Skills
Budgeting, Consolidation, Process Improvement, Compliance, Forecasting, Financial Analysis, Change Management, SAP, Strategic Planning, SOX, Portfolio Management, Business Analysis, Internal Audit, Cross-functional Team..., Risk Management, Mergers, Six Sigma, ERP, Team Leadership, Coaching, Business Intelligence, Team Building, Sales Operations, Pharmaceuticals, Management Consulting, Outsourcing, Corporate Finance, Business Planning, Business Strategy, Financial Management, Account Management, Data Analysis, Financial Modeling, SAP R/3, Strategy Development, Mentoring, Program Management, Product Development, Budgets, Sarbanes-Oxley Act, Pharmaceutical Industry, Finance, Variance Analysis, Business Process..., Pricing, Financial Reporting, Competitive Analysis, Sales, Financial Forecasting, Strategic Sourcing
Education
Rutgers University-New Brunswick 1987 — 1990
Drexel University 1986 — 1987
Sanofi March 2015 - Present
sanofi July 2012 - March 2015
sanofi February 2011 - June 2012
sanofi-aventis November 2009 - February 2011
sanofi-aventis September 2007 - November 2009
sanofi-aventis February 2003 - September 2007
Johnson & Johnson August 2002 - February 2003
Deloitte August 1999 - November 2001
Merrill Lynch August 1997 - August 1999
Crystal Outlet, Inc. 1985 - 1997
Skills
Budgeting, Consolidation, Process Improvement, Compliance, Forecasting, Financial Analysis, Change Management, SAP, Strategic Planning, SOX, Portfolio Management, Business Analysis, Internal Audit, Cross-functional Team..., Risk Management, Mergers, Six Sigma, ERP, Team Leadership, Coaching, Business Intelligence, Team Building, Sales Operations, Pharmaceuticals, Management Consulting, Outsourcing, Corporate Finance, Business Planning, Business Strategy, Financial Management, Account Management, Data Analysis, Financial Modeling, SAP R/3, Strategy Development, Mentoring, Program Management, Product Development, Budgets, Sarbanes-Oxley Act, Pharmaceutical Industry, Finance, Variance Analysis, Business Process..., Pricing, Financial Reporting, Competitive Analysis, Sales, Financial Forecasting, Strategic Sourcing
Education
Rutgers University-New Brunswick 1987 — 1990
Drexel University 1986 — 1987
Karl Loehle's Merrill Lynch Experience May 2015 - Present
Job PMD Financial Advisor at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 2015 - Present
Resolution Technologies, Inc. September 2014 - April 2015
Resolution Technologies, Inc. January 2014 - August 2014
English Enterprises May 2013 - August 2013
Skills
Management, Time Management, Leadership, Social Networking, Microsoft Office, Recruiting, Teamwork, Microsoft Excel, Customer Service, Sales, Technical Recruiting, Contract Recruitment, Photoshop, Entrepreneurship, PowerPoint, Innovation Management, Social Media, Social Media Marketing, Strategic Planning, Marketing, Microsoft Word, Operations Management, Public Speaking, Research, Event Planning, Team Leadership, Windows, English, Staffing Services, Screening Resumes, Interviews, Networking, Fundraising, College Recruiting, Coaching, Applicant Tracking..., Human Resources, Benefits Negotiation, Sourcing, Staff Augmentation, Internet Recruiting
Education
University of Alabama 2010 — 2013
Bachelor's degree, Business Management, Entrepreneurship
Drexel University - College of Business and Administration
Merrill Lynch May 2015 - Present
Resolution Technologies, Inc. September 2014 - April 2015
Resolution Technologies, Inc. January 2014 - August 2014
English Enterprises May 2013 - August 2013
Skills
Management, Time Management, Leadership, Social Networking, Microsoft Office, Recruiting, Teamwork, Microsoft Excel, Customer Service, Sales, Technical Recruiting, Contract Recruitment, Photoshop, Entrepreneurship, PowerPoint, Innovation Management, Social Media, Social Media Marketing, Strategic Planning, Marketing, Microsoft Word, Operations Management, Public Speaking, Research, Event Planning, Team Leadership, Windows, English, Staffing Services, Screening Resumes, Interviews, Networking, Fundraising, College Recruiting, Coaching, Applicant Tracking..., Human Resources, Benefits Negotiation, Sourcing, Staff Augmentation, Internet Recruiting
Education
University of Alabama 2010 — 2013
Bachelor's degree, Business Management, Entrepreneurship
Drexel University - College of Business and Administration
Kristin Ward Kristin Ward's Merrill Lynch Experience October 2005 - January 2007
Job Demo Architect at Adobe
Industry Information Technology and Services
Experience
Adobe September 2011 - Present
Adobe August 2007 - March 2012
Merrill Lynch October 2005 - January 2007
First Horizon Home Loans January 2003 - October 2005
Independent Consultant March 2002 - January 2003
Department of Workforce Services March 2001 - March 2002
Skills
Relationship Management, Technical Writing, Web Analytics, Omniture, Project Management, Digital Marketing, Training, E-commerce, Analytics, Online Marketing, JavaScript, Management, User Experience, SaaS, Marketing, A/B testing, Databases
Education
Drexel University 2005 — 2007
MS, Library and Information Science
University of Utah 1996 — 1999
BS, Psychology
Adobe September 2011 - Present
Adobe August 2007 - March 2012
Merrill Lynch October 2005 - January 2007
First Horizon Home Loans January 2003 - October 2005
Independent Consultant March 2002 - January 2003
Department of Workforce Services March 2001 - March 2002
Skills
Relationship Management, Technical Writing, Web Analytics, Omniture, Project Management, Digital Marketing, Training, E-commerce, Analytics, Online Marketing, JavaScript, Management, User Experience, SaaS, Marketing, A/B testing, Databases
Education
Drexel University 2005 — 2007
MS, Library and Information Science
University of Utah 1996 — 1999
BS, Psychology
ELAN SANKER's Merrill Lynch Experience June 2010 - July 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
UBS Financial Services Inc. July 2013 - November 2014
Merrill Lynch June 2010 - July 2013
AXA June 2008 - May 2010
MONEY MANAGEMENT INSTITUTE January 2005 - May 2008
Skills
Series 7, Finance, Investments, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Equities, Securities, Financial Advisory, Financial Planning, Financial Analysis, Asset Management, Investment Advisory, Fixed Income, Investment Strategies, Risk Management, Retirement, Banking, Uniform Combined State..., Microsoft Office, FINRA, Fixed Annuities, Leadership, Bonds, Relationship Management, Insurance, 401k, Customer Service, Estate Planning, Credit, ETFs, Trading, Investment Management, Life Insurance, Management, Financial Markets, Wealth Management..., IRAs, Strategic Planning, Wealth, Employee Benefits
Education
Drexel University 2006 — 2007
Master's degree, Elementary Education and Teaching
Temple University 2004 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Edward Jones November 2014 - Present
UBS Financial Services Inc. July 2013 - November 2014
Merrill Lynch June 2010 - July 2013
AXA June 2008 - May 2010
MONEY MANAGEMENT INSTITUTE January 2005 - May 2008
Skills
Series 7, Finance, Investments, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Equities, Securities, Financial Advisory, Financial Planning, Financial Analysis, Asset Management, Investment Advisory, Fixed Income, Investment Strategies, Risk Management, Retirement, Banking, Uniform Combined State..., Microsoft Office, FINRA, Fixed Annuities, Leadership, Bonds, Relationship Management, Insurance, 401k, Customer Service, Estate Planning, Credit, ETFs, Trading, Investment Management, Life Insurance, Management, Financial Markets, Wealth Management..., IRAs, Strategic Planning, Wealth, Employee Benefits
Education
Drexel University 2006 — 2007
Master's degree, Elementary Education and Teaching
Temple University 2004 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Byron Vielehr Byron Vielehr's Merrill Lynch Experience 1999 - 2003
Job President Depository Institutions Services group at Fiserv
Industry Financial Services
Experience
Fiserv November 2013 - Present
Dun & Bradstreet November 2012 - November 2013
Dun & Bradstreet May 2011 - November 2012
D&B November 2009 - May 2011
Dun & Bradstreet November 2008 - November 2009
Dun & Bradstreet June 2005 - November 2008
Northstar Systems Intl. 2004 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch Investment Managers 1999 - 2003
Strong Financial Corporation 1995 - 1999
Skills
Executive Management, SaaS, IT Strategy, Risk Management, Business Modeling, Product Management, Business Strategy, Financial Services, Data Center, Product Development, Security, Management, E-commerce, CRM, Financial Risk, Start-ups, Strategy, Portfolio Management, Outsourcing, Analytics, Vendor Management, Business Development, Business Intelligence, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1996 — 1997
MBA, Finance/Marketing
The University of Chicago Booth School of Business 1995 — 1995
Master of Business Administration (M.B.A.), Finance and Innovation
Drexel University - LeBow College of Business 1982 — 1987
BS, Marketing & Finance
Fiserv November 2013 - Present
Dun & Bradstreet November 2012 - November 2013
Dun & Bradstreet May 2011 - November 2012
D&B November 2009 - May 2011
Dun & Bradstreet November 2008 - November 2009
Dun & Bradstreet June 2005 - November 2008
Northstar Systems Intl. 2004 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch Investment Managers 1999 - 2003
Strong Financial Corporation 1995 - 1999
Skills
Executive Management, SaaS, IT Strategy, Risk Management, Business Modeling, Product Management, Business Strategy, Financial Services, Data Center, Product Development, Security, Management, E-commerce, CRM, Financial Risk, Start-ups, Strategy, Portfolio Management, Outsourcing, Analytics, Vendor Management, Business Development, Business Intelligence, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1996 — 1997
MBA, Finance/Marketing
The University of Chicago Booth School of Business 1995 — 1995
Master of Business Administration (M.B.A.), Finance and Innovation
Drexel University - LeBow College of Business 1982 — 1987
BS, Marketing & Finance
Darrin Hoffman, CFP® Darrin Hoffman, CFP®'s Merrill Lynch Experience 2009 - 2012
Job Senior Investment ConsultantInstitutional 401k at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch 2012 - Present
Merrill Lynch 2009 - 2012
Vantage Point Advisors 2008 - 2008
Wachovia Wealth Management 2005 - 2007
Oppenheimer & Co. 1997 - 2005
Oppenheimer & Co. 1997 - 2005
Oppenheimer & Co. 1997 - 2001
Oppenheimer & Co. 1988 - 1997
Skills
Defined Contribution, Due Diligence, Asset Allocation, Investment Strategies, Institutional..., Equities, Fixed Income, International Strategies, Wealth Management, Portfolio Management, Asset Management, Series 7, Series 9 &10, Series 63, Series 65, Licensed to Sell..., Certified Financial..., 401k, Alternative Investments, Investment Management
Education
Drexel University
Bachelor of Science (B.S.), Commerce and Engineering
Bank of America Merrill Lynch 2012 - Present
Merrill Lynch 2009 - 2012
Vantage Point Advisors 2008 - 2008
Wachovia Wealth Management 2005 - 2007
Oppenheimer & Co. 1997 - 2005
Oppenheimer & Co. 1997 - 2005
Oppenheimer & Co. 1997 - 2001
Oppenheimer & Co. 1988 - 1997
Skills
Defined Contribution, Due Diligence, Asset Allocation, Investment Strategies, Institutional..., Equities, Fixed Income, International Strategies, Wealth Management, Portfolio Management, Asset Management, Series 7, Series 9 &10, Series 63, Series 65, Licensed to Sell..., Certified Financial..., 401k, Alternative Investments, Investment Management
Education
Drexel University
Bachelor of Science (B.S.), Commerce and Engineering
Ben Nechemia's Merrill Lynch Experience June 2012 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Education
Drexel University 2008 — 2012
Bachelor of Science (BS), Finance
Merrill Lynch June 2012 - Present
Education
Drexel University 2008 — 2012
Bachelor of Science (BS), Finance
Ralph Richardson's Merrill Lynch Experience 1990 - 1998
Job Director of Public Relations at Sheppard Mullin
Industry Public Relations and Communications
Experience
Sheppard Mullin 2004 - Present
Sempra Energy 2002 - 2003
Hill & Knowlton 2000 - 2002
Citigate Dewe Rogerson 1998 - 2000
Merrill Lynch 1990 - 1998
Skills
Creative Direction, Public Relations, Media Relations, Strategic Communications, Business Development, Press Releases, Leadership, Blogging, New Media, Program Management, Social Media, Marketing, Management, Copywriting, Internal Communications, Corporate Communications, Social Media Marketing, Editing, Team Management, Newsletters, Crisis Communications, Marketing Communications
Education
New York University 1996 — 1999
MA, Communications
Drexel University 1984 — 1989
BS, Marketing
Bishop Kenrick High School 1980 — 1984
Business/College Prep
Sheppard Mullin 2004 - Present
Sempra Energy 2002 - 2003
Hill & Knowlton 2000 - 2002
Citigate Dewe Rogerson 1998 - 2000
Merrill Lynch 1990 - 1998
Skills
Creative Direction, Public Relations, Media Relations, Strategic Communications, Business Development, Press Releases, Leadership, Blogging, New Media, Program Management, Social Media, Marketing, Management, Copywriting, Internal Communications, Corporate Communications, Social Media Marketing, Editing, Team Management, Newsletters, Crisis Communications, Marketing Communications
Education
New York University 1996 — 1999
MA, Communications
Drexel University 1984 — 1989
BS, Marketing
Bishop Kenrick High School 1980 — 1984
Business/College Prep
Yaniv Pearl Yaniv Pearl's Merrill Lynch Experience April 2010 - September 2010
Job Derivatives Operations Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard June 2012 - September 2013
Randstad October 2011 - June 2012
Merrill Lynch April 2010 - September 2010
DVTel June 2003 - January 2008
Skills
Finance, Financial Accounting, Corporate Actions, Derivatives, Business Statistics, Cost Basis Reporting, Bloomberg, Options Strategies, Cost Basis Accounting, Thomson One, Equities, Collateral Management, Accounting, Investments, Mutual Funds, Options, Portfolio Management, Securities, Thompson One, Financial Analysis, Microsoft Office, Microsoft Excel, Valuation
Education
Drexel University 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business
Vanguard September 2013 - Present
Vanguard June 2012 - September 2013
Randstad October 2011 - June 2012
Merrill Lynch April 2010 - September 2010
DVTel June 2003 - January 2008
Skills
Finance, Financial Accounting, Corporate Actions, Derivatives, Business Statistics, Cost Basis Reporting, Bloomberg, Options Strategies, Cost Basis Accounting, Thomson One, Equities, Collateral Management, Accounting, Investments, Mutual Funds, Options, Portfolio Management, Securities, Thompson One, Financial Analysis, Microsoft Office, Microsoft Excel, Valuation
Education
Drexel University 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business
Daryn McCullough's Merrill Lynch Experience March 2002 - July 2002
Job Marketing Web Content Administrator at The Risk Management Association
Industry Banking
Experience
The Risk Management Association October 2008 - Present
The Risk Management Association September 2006 - October 2008
The Risk Management Association March 2003 - September 2006
Merrill Lynch March 2002 - July 2002
Skills
SEO, Web Analytics, CMS, Google Analytics, Analytics, Omniture, Content Management
Education
Drexel University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
James H Faulkner State Community College 2000 — 2002
General Studies
The Risk Management Association October 2008 - Present
The Risk Management Association September 2006 - October 2008
The Risk Management Association March 2003 - September 2006
Merrill Lynch March 2002 - July 2002
Skills
SEO, Web Analytics, CMS, Google Analytics, Analytics, Omniture, Content Management
Education
Drexel University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
James H Faulkner State Community College 2000 — 2002
General Studies
Brittney Matyas, CPA Brittney Matyas, CPA's Merrill Lynch Experience July 2010 - September 2010
Job Risk Assurance Associate for PwC
Industry Accounting
Experience
PwC July 2011 - Present
Merrill Lynch July 2010 - September 2010
Chimicles & Tikellis, LLP March 2009 - September 2009
Skills
Internal Controls, Leadership, US GAAP, Assurance, Financial Accounting, Access, Risk Management, Microsoft Word, Microsoft Office, Business Process..., PowerPoint, Budgets, Analysis, Business Process, Outlook, Data Analysis, Process Improvement, Enterprise Risk..., Research, Business Planning, Teamwork, Accounts Payable, SOX 404
Education
Drexel University 2007 — 2011
B.S., Business Administration, Accounting
PwC July 2011 - Present
Merrill Lynch July 2010 - September 2010
Chimicles & Tikellis, LLP March 2009 - September 2009
Skills
Internal Controls, Leadership, US GAAP, Assurance, Financial Accounting, Access, Risk Management, Microsoft Word, Microsoft Office, Business Process..., PowerPoint, Budgets, Analysis, Business Process, Outlook, Data Analysis, Process Improvement, Enterprise Risk..., Research, Business Planning, Teamwork, Accounts Payable, SOX 404
Education
Drexel University 2007 — 2011
B.S., Business Administration, Accounting
David H. Butler David H. Butler's Merrill Lynch Experience October 1998 - March 2001
Job Creative Strategic Marketing, Business Development & Finance Executive
Industry Marketing and Advertising
Experience
Kaplan University October 2008 - Present
Butler Design Works June 2006 - Present
UBS Wealth Management March 2001 - June 2006
Merrill Lynch October 1998 - March 2001
Sony Corporation of America November 1993 - May 1996
Skills
Online Marketing, Teamwork, E-commerce, Marketing Strategy, Marketing, Start-ups, Business Development, Microsoft Office, PowerPoint, Strategy, Social Media Marketing, Management, Strategic Planning, Entrepreneurship, Leadership, Negotiation, Social Media, Analysis, Online Advertising
Education
Drexel University 1996 — 1998
MBA, Finance & Marketing
Temple University 1988 — 1993
Bachelors of Business Administration, Business Administration & Human Resources
Kaplan University October 2008 - Present
Butler Design Works June 2006 - Present
UBS Wealth Management March 2001 - June 2006
Merrill Lynch October 1998 - March 2001
Sony Corporation of America November 1993 - May 1996
Skills
Online Marketing, Teamwork, E-commerce, Marketing Strategy, Marketing, Start-ups, Business Development, Microsoft Office, PowerPoint, Strategy, Social Media Marketing, Management, Strategic Planning, Entrepreneurship, Leadership, Negotiation, Social Media, Analysis, Online Advertising
Education
Drexel University 1996 — 1998
MBA, Finance & Marketing
Temple University 1988 — 1993
Bachelors of Business Administration, Business Administration & Human Resources
Bonnie DeMilia Bonnie DeMilia's Merrill Lynch Experience 1993 - 1995
Job Executive Recruiter
Industry Financial Services
Experience
HSBC October 2013 - Present
KPMG December 2006 - October 2013
Avaya December 2003 - May 2006
Samsung 2006 - 2006
JP Morgan Chase 1997 - 2000
Broadview Associates 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
Talent Acquisition, Hiring, Executive Search, College Recruiting, Applicant Tracking..., Sourcing, Interviewing, Recruiting, Talent Management, Interviews, Human Resources, Contract Recruitment, Vendor Management, Internet Recruiting, Succession Planning, Sales, Leadership, Onboarding, Temporary Placement, Organizational..., Training, Workforce Planning, Performance Management, Technical Recruiting, Marketing, Employer Branding, Deferred Compensation, Benefits Negotiation, Resume Writing, Career Development, Screening Resumes, Employee Training
Education
Drexel University - LeBow College of Business 1990 — 1992
B.S.
Ramsey High School
HSBC October 2013 - Present
KPMG December 2006 - October 2013
Avaya December 2003 - May 2006
Samsung 2006 - 2006
JP Morgan Chase 1997 - 2000
Broadview Associates 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
Talent Acquisition, Hiring, Executive Search, College Recruiting, Applicant Tracking..., Sourcing, Interviewing, Recruiting, Talent Management, Interviews, Human Resources, Contract Recruitment, Vendor Management, Internet Recruiting, Succession Planning, Sales, Leadership, Onboarding, Temporary Placement, Organizational..., Training, Workforce Planning, Performance Management, Technical Recruiting, Marketing, Employer Branding, Deferred Compensation, Benefits Negotiation, Resume Writing, Career Development, Screening Resumes, Employee Training
Education
Drexel University - LeBow College of Business 1990 — 1992
B.S.
Ramsey High School
Gene Gurevich, CPA Gene Gurevich, CPA's Merrill Lynch Experience June 2008 - July 2009
Job VP, Audit Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Bank of America February 2013 - March 2014
Bank of America July 2009 - February 2013
Merrill Lynch June 2008 - July 2009
PricewaterhouseCoopers January 2006 - June 2008
Skills
Financial Reporting, Audit, Compliance, Risk Management, Internal Audit, SOX, Six Sigma, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Operational Risk..., Financial Risk, Financial Analysis, Operational Risk, Sarbanes-Oxley
Education
Drexel University - College of Business and Administration 2005 — 2006
MBA, Accounting
Drexel University - College of Business and Administration 2001 — 2005
Bachelor of Science, Finance
Bank of America April 2014 - Present
Bank of America February 2013 - March 2014
Bank of America July 2009 - February 2013
Merrill Lynch June 2008 - July 2009
PricewaterhouseCoopers January 2006 - June 2008
Skills
Financial Reporting, Audit, Compliance, Risk Management, Internal Audit, SOX, Six Sigma, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Operational Risk..., Financial Risk, Financial Analysis, Operational Risk, Sarbanes-Oxley
Education
Drexel University - College of Business and Administration 2005 — 2006
MBA, Accounting
Drexel University - College of Business and Administration 2001 — 2005
Bachelor of Science, Finance
Boskie Shah's Merrill Lynch Experience September 2007 - June 2008
Job Senior Premier Relationship Officer at HSBC
Industry Financial Services
Experience
HSBC July 2014 - Present
HSBC June 2013 - June 2014
Johnson & Johnson March 2012 - October 2012
Fannie Mae March 2011 - September 2011
Exelon March 2010 - September 2010
Merrill Lynch September 2007 - June 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Accounting, Valuation, Financial Modeling, Financial Accounting, Microsoft Word, Variance Analysis, Financial Forecasting, Microsoft Office, Corporate Finance, Business Analysis, Finance, Strategic Financial..., Sarbanes-Oxley Act, Economics, Visio, Management, Budgets, Series 6, Series 63
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Science (B.S.), Finance & International Business, 5th Year (Out of 5)
Foundation for International Education - Imperial College 2011 — 2011
Finance and International Business
Academies @ Englewood 2004 — 2008
High School Diploma, Finance Academy
HSBC July 2014 - Present
HSBC June 2013 - June 2014
Johnson & Johnson March 2012 - October 2012
Fannie Mae March 2011 - September 2011
Exelon March 2010 - September 2010
Merrill Lynch September 2007 - June 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Accounting, Valuation, Financial Modeling, Financial Accounting, Microsoft Word, Variance Analysis, Financial Forecasting, Microsoft Office, Corporate Finance, Business Analysis, Finance, Strategic Financial..., Sarbanes-Oxley Act, Economics, Visio, Management, Budgets, Series 6, Series 63
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Science (B.S.), Finance & International Business, 5th Year (Out of 5)
Foundation for International Education - Imperial College 2011 — 2011
Finance and International Business
Academies @ Englewood 2004 — 2008
High School Diploma, Finance Academy
Joe Purcell Joe Purcell's Merrill Lynch Experience April 2012 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney July 2009 - April 2012
Skills
Retirement Planning, Sales Management, Wealth Management, Salesforce.com, Series 7, Series 63
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, Investment Management
Salisbury University 2000 — 2004
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney July 2009 - April 2012
Skills
Retirement Planning, Sales Management, Wealth Management, Salesforce.com, Series 7, Series 63
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, Investment Management
Salisbury University 2000 — 2004
Frank Frederico's Merrill Lynch Experience February 2008 - February 2015
Job Financial Services Representative, Financial Adviser at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife February 2015 - Present
Merrill Lynch February 2008 - February 2015
Skills
Wealth Management, Retirement Planning, Mutual Funds, Insurance, Series 7, Asset Allocation, Investments, Portfolio Management, Series 63, Asset Management, Alternative Investments, Equities, Estate Planning, Securities
Education
Drexel University 2000 — 2004
BS, Accounting
Creative Financial Group, an office of MetLife February 2015 - Present
Merrill Lynch February 2008 - February 2015
Skills
Wealth Management, Retirement Planning, Mutual Funds, Insurance, Series 7, Asset Allocation, Investments, Portfolio Management, Series 63, Asset Management, Alternative Investments, Equities, Estate Planning, Securities
Education
Drexel University 2000 — 2004
BS, Accounting
Brian P. Giffin, CFP®'s Merrill Lynch Experience May 2007 - October 2013
Job Executive Financial Advisor at Fort McIntosh Wealth Advisors
Industry Financial Services
Experience
Fort McIntosh Wealth Advisors November 2013 - Present
Merrill Lynch May 2007 - October 2013
Janney Montgomery Scott LLC June 1993 - May 2007
United States Air Force 1985 - 1989
Skills
Retirement Planning, 401k Rollovers, Certified Financial..., Financial Planning, Financial Services, College Education..., Wealth Management, Investment Strategies, Finance, Financial Advisory, Securities, Wealth, Investments
Education
Drexel University 1990 — 1992
Bachelor's Degree, International Area Studies
Triton Regional High School 1979 — 1983
Fort McIntosh Wealth Advisors November 2013 - Present
Merrill Lynch May 2007 - October 2013
Janney Montgomery Scott LLC June 1993 - May 2007
United States Air Force 1985 - 1989
Skills
Retirement Planning, 401k Rollovers, Certified Financial..., Financial Planning, Financial Services, College Education..., Wealth Management, Investment Strategies, Finance, Financial Advisory, Securities, Wealth, Investments
Education
Drexel University 1990 — 1992
Bachelor's Degree, International Area Studies
Triton Regional High School 1979 — 1983
Alex Niles Alex Niles's Merrill Lynch Experience 2006 - 2009
Job Founder & CEO at CureWear
Industry Apparel & Fashion
Experience
CureWear August 2014 - Present
The New York Times March 2014 - Present
The Huffington Post November 2013 - Present
Smiles For Niles October 2013 - Present
Courier Cares 2013 - 2014
Starwood Capital Group 2011 - 2013
GE Capital 2010 - 2010
Ardour Capital Investments 2009 - 2010
Merrill Lynch 2006 - 2009
GlaxoSmithKline 2005 - 2005
Skills
Project Finance, Entrepreneurship, Financial Modeling, Valuation, Leadership, Mergers & Acquisitions, Private Equity, Venture Capital, Corporate Development, Capital Markets, Investment Banking, Emerging Markets, Due Diligence, Alternative Investments, Corporate Finance, Equity Research
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance & Global Sustainability
Fordham University School of Law 2009 — 2011
Doctor of Law (JD), Global Sustainability
Imperial College London 2005 — 2005
BS, Finance
Drexel University - College of Business and Administration 2001 — 2005
Bachelor of Science (B.S.), Finance
CureWear August 2014 - Present
The New York Times March 2014 - Present
The Huffington Post November 2013 - Present
Smiles For Niles October 2013 - Present
Courier Cares 2013 - 2014
Starwood Capital Group 2011 - 2013
GE Capital 2010 - 2010
Ardour Capital Investments 2009 - 2010
Merrill Lynch 2006 - 2009
GlaxoSmithKline 2005 - 2005
Skills
Project Finance, Entrepreneurship, Financial Modeling, Valuation, Leadership, Mergers & Acquisitions, Private Equity, Venture Capital, Corporate Development, Capital Markets, Investment Banking, Emerging Markets, Due Diligence, Alternative Investments, Corporate Finance, Equity Research
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance & Global Sustainability
Fordham University School of Law 2009 — 2011
Doctor of Law (JD), Global Sustainability
Imperial College London 2005 — 2005
BS, Finance
Drexel University - College of Business and Administration 2001 — 2005
Bachelor of Science (B.S.), Finance
Skyler Logsdon's Merrill Lynch Experience January 2011 - June 2011
Job Enterprise Partnerships at ZIRX
Industry Internet
Experience
ZIRX November 2014 - Present
KPMG December 2013 - November 2014
Fox Sports Net June 2012 - September 2012
Merrill Lynch January 2011 - June 2011
Skills
Social Media Marketing, Social Media, PowerPoint, Marketing, Advertising, Management, Sports, Microsoft Office, Microsoft Excel, Sports Marketing, Marketing Strategy, Event Planning, Entrepreneurship, Sales, Leadership, Microsoft Word, Public Speaking, New Business Development, International Business, Growth Hacking
Education
Drexel University 2011 — 2014
Bachelor of Science (B.S.), Major: Entrepreneurship, Graduated (2014)
ZIRX November 2014 - Present
KPMG December 2013 - November 2014
Fox Sports Net June 2012 - September 2012
Merrill Lynch January 2011 - June 2011
Skills
Social Media Marketing, Social Media, PowerPoint, Marketing, Advertising, Management, Sports, Microsoft Office, Microsoft Excel, Sports Marketing, Marketing Strategy, Event Planning, Entrepreneurship, Sales, Leadership, Microsoft Word, Public Speaking, New Business Development, International Business, Growth Hacking
Education
Drexel University 2011 — 2014
Bachelor of Science (B.S.), Major: Entrepreneurship, Graduated (2014)
Charles M Jenkins Charles M Jenkins's Merrill Lynch Experience January 1999 - April 2004
Job Vice President Wealth Management / Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2013 - Present
PNC Investments May 2004 - April 2013
Merrill Lynch January 1999 - April 2004
Colburn Insurance [now USI] September 1994 - December 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Finance, Securities, Portfolio Management, Series 63, Retirement, Strategic Financial..., Asset Management, Estate Planning, Fixed Annuities, 401k, Customer Service, Microsoft Office, Financial Planning, Sales
Education
Drexel University 1986 — 1993
BS, Accounting/Financie
Moon Senior High School [Pittsburgh PA] 1983 — 1986
Janney Montgomery Scott April 2013 - Present
PNC Investments May 2004 - April 2013
Merrill Lynch January 1999 - April 2004
Colburn Insurance [now USI] September 1994 - December 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Finance, Securities, Portfolio Management, Series 63, Retirement, Strategic Financial..., Asset Management, Estate Planning, Fixed Annuities, 401k, Customer Service, Microsoft Office, Financial Planning, Sales
Education
Drexel University 1986 — 1993
BS, Accounting/Financie
Moon Senior High School [Pittsburgh PA] 1983 — 1986
Andrew Merezhko Andrew Merezhko's Merrill Lynch Experience February 2012 - April 2012
Job Compliance Consultant Analyst at Wells Fargo
Industry Banking
Experience
HSBC February 2013 - July 2013
Prudential Financial April 2012 - July 2012
Merrill Lynch February 2012 - April 2012
Healthy Air Solution / Emergency Maintenance July 2011 - October 2011
Drexel University's LeBow College of Business September 2010 - December 2010
Skills
Anti Money Laundering, OFAC, Management, Accounting, Microsoft Office, QuickBooks, Internal Audit, Finance, Sales, Analysis, Risk Management, Software Documentation, Credit, Corporate Finance, Financial Analysis, PowerPoint
Education
Drexel University 2009 — 2011
Bachelor of Science, Business Administration; Finance
Bucks County Community College, Bucks County PA 2007 — 2009
Associate Degree, Business Administration
HSBC February 2013 - July 2013
Prudential Financial April 2012 - July 2012
Merrill Lynch February 2012 - April 2012
Healthy Air Solution / Emergency Maintenance July 2011 - October 2011
Drexel University's LeBow College of Business September 2010 - December 2010
Skills
Anti Money Laundering, OFAC, Management, Accounting, Microsoft Office, QuickBooks, Internal Audit, Finance, Sales, Analysis, Risk Management, Software Documentation, Credit, Corporate Finance, Financial Analysis, PowerPoint
Education
Drexel University 2009 — 2011
Bachelor of Science, Business Administration; Finance
Bucks County Community College, Bucks County PA 2007 — 2009
Associate Degree, Business Administration
Evan Kaplowitz Evan Kaplowitz's Merrill Lynch Experience August 2005 - August 2007
Job Financial Planning & Analysis
Industry Electrical/Electronic Manufacturing
Experience
Philips January 2014 - Present
Elsevier January 2013 - January 2014
Elsevier July 2008 - January 2014
Elsevier May 2012 - December 2012
Elsevier November 2011 - December 2012
Elsevier March 2011 - November 2011
Elsevier March 2010 - November 2011
Elsevier July 2008 - March 2010
Deutsche Bank August 2007 - July 2008
Merrill Lynch August 2005 - August 2007
Skills
Reporting & Analysis, Budgeting, Financial Modeling, Hyperion, Oracle, Cost Allocation, IT Financial Management, Strategic Financial..., Financial Forecasting, Hyperion Enterprise, Oracle Project..., Oracle Time & Labour, Internal Employee Rate..., Budgets, Managerial Finance, Forecasting, Financial Analysis, Analysis, Oracle E-Business Suite, Finance, Risk Management, Outsourcing, Management, Business Process, ERP, Essbase, Variance Analysis, Acquisition Integration, Financial Planning
Education
Drexel University - LeBow College of Business 1999 — 2004
BSBA, Finance & International Business
Philips January 2014 - Present
Elsevier January 2013 - January 2014
Elsevier July 2008 - January 2014
Elsevier May 2012 - December 2012
Elsevier November 2011 - December 2012
Elsevier March 2011 - November 2011
Elsevier March 2010 - November 2011
Elsevier July 2008 - March 2010
Deutsche Bank August 2007 - July 2008
Merrill Lynch August 2005 - August 2007
Skills
Reporting & Analysis, Budgeting, Financial Modeling, Hyperion, Oracle, Cost Allocation, IT Financial Management, Strategic Financial..., Financial Forecasting, Hyperion Enterprise, Oracle Project..., Oracle Time & Labour, Internal Employee Rate..., Budgets, Managerial Finance, Forecasting, Financial Analysis, Analysis, Oracle E-Business Suite, Finance, Risk Management, Outsourcing, Management, Business Process, ERP, Essbase, Variance Analysis, Acquisition Integration, Financial Planning
Education
Drexel University - LeBow College of Business 1999 — 2004
BSBA, Finance & International Business
Jay Kathuria Jay Kathuria's Merrill Lynch Experience 2006 - 2008
Job Lead Project Manager at American Express
Industry Financial Services
Experience
American Express 2012 - Present
State Street 2011 - 2012
American Express 2008 - 2011
Syntel 2008 - 2011
Merrill Lynch 2006 - 2008
Skills
Vendor Management, Project Management, PMO, Business Analysis, Software Project..., PMP, SDLC, Process Improvement, Program Management, Resource Management, Visio, Team Management, Requirements Gathering, Requirements Analysis, IT Service Management, Business Process, Enterprise Architecture, Integration, Project Delivery, Project Portfolio..., ITIL
Education
Drexel University
Master of Business Administration (MBA), Finance/Investment Management
MD University
Bachelor of Engineering (B.E.)
American Express 2012 - Present
State Street 2011 - 2012
American Express 2008 - 2011
Syntel 2008 - 2011
Merrill Lynch 2006 - 2008
Skills
Vendor Management, Project Management, PMO, Business Analysis, Software Project..., PMP, SDLC, Process Improvement, Program Management, Resource Management, Visio, Team Management, Requirements Gathering, Requirements Analysis, IT Service Management, Business Process, Enterprise Architecture, Integration, Project Delivery, Project Portfolio..., ITIL
Education
Drexel University
Master of Business Administration (MBA), Finance/Investment Management
MD University
Bachelor of Engineering (B.E.)
Craig London Craig London's Merrill Lynch Experience 1996 - 1997
Job Director at Prudential
Industry Insurance
Experience
Prudential May 2001 - Present
Prudential Financial 2001 - Present
Merrill Lynch 1996 - 1997
Merrill Lynch 1996 - 1997
Skills
Business Analysis, SDLC, Business Process..., Process Improvement, Requirements Analysis, Risk Management, Business Requirements, Financial Services, Insurance, Business Strategy, Vendor Management, Retirement, Investments, Mutual Funds, Project Management, IT Strategy
Education
Drexel University
Master of Business Administration (MBA), Finance, General
Prudential May 2001 - Present
Prudential Financial 2001 - Present
Merrill Lynch 1996 - 1997
Merrill Lynch 1996 - 1997
Skills
Business Analysis, SDLC, Business Process..., Process Improvement, Requirements Analysis, Risk Management, Business Requirements, Financial Services, Insurance, Business Strategy, Vendor Management, Retirement, Investments, Mutual Funds, Project Management, IT Strategy
Education
Drexel University
Master of Business Administration (MBA), Finance, General
Jess Chadwick's Merrill Lynch Experience October 2013 - Present
Job Technologist, Agilist, Leader, and Teacher
Industry Computer Software
Experience
Merrill Lynch October 2013 - Present
lynda.com February 2011 - Present
Various Books and Magazines January 2008 - Present
NJDOTNET - Central NJ .NET User Group December 2007 - Present
philly.net User Group 2007 - Present
JK Group, Inc. July 2013 - October 2013
Teknikos, Inc. October 2012 - June 2013
Dow Jones October 2010 - September 2012
HomeNet, Inc. August 2009 - September 2010
Infragistics May 2006 - July 2009
Skills
C#, ASP.NET MVC, NUnit, NHibernate, NAnt, Silverlight, TFS, ASP.NET, JavaScript, Linux, CruiseControl, .NET, Subversion, WCF, XHTML, LINQ, CSS, T-SQL, TDD, HTML, jQuery, AJAX, Visual Studio, ADO.NET, MSBuild, MVC, Enterprise Library, OOP
Education
Drexel University 1999 — 2003
Merrill Lynch October 2013 - Present
lynda.com February 2011 - Present
Various Books and Magazines January 2008 - Present
NJDOTNET - Central NJ .NET User Group December 2007 - Present
philly.net User Group 2007 - Present
JK Group, Inc. July 2013 - October 2013
Teknikos, Inc. October 2012 - June 2013
Dow Jones October 2010 - September 2012
HomeNet, Inc. August 2009 - September 2010
Infragistics May 2006 - July 2009
Skills
C#, ASP.NET MVC, NUnit, NHibernate, NAnt, Silverlight, TFS, ASP.NET, JavaScript, Linux, CruiseControl, .NET, Subversion, WCF, XHTML, LINQ, CSS, T-SQL, TDD, HTML, jQuery, AJAX, Visual Studio, ADO.NET, MSBuild, MVC, Enterprise Library, OOP
Education
Drexel University 1999 — 2003
Donna (Graham) Ginieres, PMP Donna (Graham) Ginieres, PMP's Merrill Lynch Experience June 1982 - July 1983
Job Sr. IT Business Analyst
Industry Information Technology and Services
Experience
TBC Corporation September 2011 - Present
Jupiter Country Properties August 2009 - September 2011
Snow Country Properties August 2005 - August 2009
FNX Limited July 2001 - July 2003
Misys Banking Systems formerly The Frustum Group September 1995 - July 2001
Banco Santander August 1993 - September 1995
First Bank of the Americas February 1990 - August 1993
Banco Cafetero October 1987 - February 1990
First Atlantic Investments (FAIC Securities) July 1983 - October 1987
Merrill Lynch June 1982 - July 1983
Skills
Capital Markets, Banking, Negotiation, Real Estate, New Business Development, Financial Markets, Derivatives, Investments, Contract Negotiation, Strategic Planning, SaaS, Fixed Income, Business Analysis, Business Process, Business Intelligence
Education
Florida International University - College of Business Administration 1979 — 1982
Bachelors Degree, Finance, Concentration Securities Analysis and Portfolio Theory
Drexel University 1978 — 1979
TBC Corporation September 2011 - Present
Jupiter Country Properties August 2009 - September 2011
Snow Country Properties August 2005 - August 2009
FNX Limited July 2001 - July 2003
Misys Banking Systems formerly The Frustum Group September 1995 - July 2001
Banco Santander August 1993 - September 1995
First Bank of the Americas February 1990 - August 1993
Banco Cafetero October 1987 - February 1990
First Atlantic Investments (FAIC Securities) July 1983 - October 1987
Merrill Lynch June 1982 - July 1983
Skills
Capital Markets, Banking, Negotiation, Real Estate, New Business Development, Financial Markets, Derivatives, Investments, Contract Negotiation, Strategic Planning, SaaS, Fixed Income, Business Analysis, Business Process, Business Intelligence
Education
Florida International University - College of Business Administration 1979 — 1982
Bachelors Degree, Finance, Concentration Securities Analysis and Portfolio Theory
Drexel University 1978 — 1979
Bruce Goodman Bruce Goodman's Merrill Lynch Experience 2012 - 2013
Job Private Investor
Industry Financial Services
Experience
Merrill Lynch 2012 - 2013
TIAA-CREF 2007 - 2010
Janney Montgomery Scott 1998 - 2003
Smith Barney 1988 - 1998
Hay Group 1984 - 1988
Federal Reserve System 1983 - 1983
Skills
Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Annuities, Financial Advisory, Securities, Retirement, Investments, Investment Management, Wealth Management..., Finance, Asset Management, Strategic Financial..., Hedge Funds, Portfolio Management, Financial Planners
Education
Drexel University
MBA
Saint Joseph's University
Bachelor of Science (BS), Accounting
Merrill Lynch 2012 - 2013
TIAA-CREF 2007 - 2010
Janney Montgomery Scott 1998 - 2003
Smith Barney 1988 - 1998
Hay Group 1984 - 1988
Federal Reserve System 1983 - 1983
Skills
Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Annuities, Financial Advisory, Securities, Retirement, Investments, Investment Management, Wealth Management..., Finance, Asset Management, Strategic Financial..., Hedge Funds, Portfolio Management, Financial Planners
Education
Drexel University
MBA
Saint Joseph's University
Bachelor of Science (BS), Accounting
Jeff LaBrot's Merrill Lynch Experience April 1995 - January 1996
Job Managing Director, Nasdaq Corporate Client Group New Listings & Capital Markets
Industry Capital Markets
Experience
Nasdaq May 2014 - Present
Boenning & Scattergood, Inc. March 2006 - April 2014
Drexel University, LeBow College of Business September 2010 - March 2012
Janney Montgomery Scott June 1998 - November 2004
J.P. Morgan September 1996 - June 1998
Merrill Lynch April 1995 - January 1996
Skills
Equity Research, Equities, Asset Managment, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Investments, Securities, Corporate Finance, Mutual Funds, Series 7, Trading, Bloomberg, Hedge Funds, Asset Management
Education
Drexel University - College of Business and Administration 2004 — 2006
MBA, Investment Management
Drexel University
Nasdaq May 2014 - Present
Boenning & Scattergood, Inc. March 2006 - April 2014
Drexel University, LeBow College of Business September 2010 - March 2012
Janney Montgomery Scott June 1998 - November 2004
J.P. Morgan September 1996 - June 1998
Merrill Lynch April 1995 - January 1996
Skills
Equity Research, Equities, Asset Managment, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Investments, Securities, Corporate Finance, Mutual Funds, Series 7, Trading, Bloomberg, Hedge Funds, Asset Management
Education
Drexel University - College of Business and Administration 2004 — 2006
MBA, Investment Management
Drexel University
Doug Breuninger Doug Breuninger's Merrill Lynch Experience January 1999 - March 2000
Job Software Engineer
Industry Computer Software
Experience
Mission Solutions Engineering, LLC October 2009 - March 2013
CSC September 2004 - October 2009
HL Yoh March 2000 - September 2004
Merrill Lynch January 1999 - March 2000
Merrill Lynch January 1998 - January 1999
Merrill Lynch January 1997 - January 1998
Merrill Lynch May 1995 - January 1997
Merrill Lynch March 1994 - May 1995
Computer Horizons March 1993 - March 1994
Computer Horizons July 1992 - March 1993
Skills
Software Development, C++, Visual C++, JavaScript, HTML, Unix, Unix Shell Scripting, Linux, Object Oriented Design, UML, Eclipse, NetBeans, MFC, ASP, Windows, Software Design, C, Java, Software Engineering, ClearCase, Programming, Integration
Education
Drexel University
Bachelor's degree, Electrical and Electronics Engineering
Mission Solutions Engineering, LLC October 2009 - March 2013
CSC September 2004 - October 2009
HL Yoh March 2000 - September 2004
Merrill Lynch January 1999 - March 2000
Merrill Lynch January 1998 - January 1999
Merrill Lynch January 1997 - January 1998
Merrill Lynch May 1995 - January 1997
Merrill Lynch March 1994 - May 1995
Computer Horizons March 1993 - March 1994
Computer Horizons July 1992 - March 1993
Skills
Software Development, C++, Visual C++, JavaScript, HTML, Unix, Unix Shell Scripting, Linux, Object Oriented Design, UML, Eclipse, NetBeans, MFC, ASP, Windows, Software Design, C, Java, Software Engineering, ClearCase, Programming, Integration
Education
Drexel University
Bachelor's degree, Electrical and Electronics Engineering
Rich Gracey Rich Gracey's Merrill Lynch Experience January 2006 - June 2015
Job Director & Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial July 2015 - Present
Merrill Lynch January 2006 - June 2015
Milliman February 2004 - December 2005
Andesa Services, Inc. December 2001 - February 2004
Navisys September 1993 - November 2001
Fidelity Mutual Life 1989 - 1992
Skills
Actuarial Science, Life Insurance, Valuation, Financial Modeling, Fixed Annuities, Insurance, Enterprise Risk..., Financial Risk, Employee Benefits, Pricing, Disability Insurance, Financial Analysis, Requirements Analysis
Education
Drexel University 1980 — 1985
B.S., Mathematics
Prudential Financial July 2015 - Present
Merrill Lynch January 2006 - June 2015
Milliman February 2004 - December 2005
Andesa Services, Inc. December 2001 - February 2004
Navisys September 1993 - November 2001
Fidelity Mutual Life 1989 - 1992
Skills
Actuarial Science, Life Insurance, Valuation, Financial Modeling, Fixed Annuities, Insurance, Enterprise Risk..., Financial Risk, Employee Benefits, Pricing, Disability Insurance, Financial Analysis, Requirements Analysis
Education
Drexel University 1980 — 1985
B.S., Mathematics
Edward Pecelli Edward Pecelli's Merrill Lynch Experience 1992 - 1995
Job Director of Professional Services at CLM Matrix
Industry Computer Software
Experience
CLM Matrix 2009 - Present
Canon Technology Solutions 2005 - 2009
Canon Technology Solutions 2002 - 2005
Hornor Townsend & Kent 1999 - 2001
Hornor Townsend & Kent 1998 - 1999
Hornor Townsend & Kent 1997 - 1998
Hornor Townsend & Kent 1995 - 1997
Merrill Lynch 1992 - 1995
Kurz-Allen Freight Forwarders & Customs Brokers 1990 - 1992
Skills
Business Process, Business Analysis, Process Improvement, SharePoint, Management, Strategy, Strategic Planning, Document Management, Enterprise Software, Professional Services, Change Management, Project Management, Market Research, Enterprise Content..., Business Intelligence, IT Strategy
Education
Drexel University 1998 — 2002
MBA, Finance & Marketing
Georgetown University 1985 — 1989
BSFS, International Commerce & Finance
CLM Matrix 2009 - Present
Canon Technology Solutions 2005 - 2009
Canon Technology Solutions 2002 - 2005
Hornor Townsend & Kent 1999 - 2001
Hornor Townsend & Kent 1998 - 1999
Hornor Townsend & Kent 1997 - 1998
Hornor Townsend & Kent 1995 - 1997
Merrill Lynch 1992 - 1995
Kurz-Allen Freight Forwarders & Customs Brokers 1990 - 1992
Skills
Business Process, Business Analysis, Process Improvement, SharePoint, Management, Strategy, Strategic Planning, Document Management, Enterprise Software, Professional Services, Change Management, Project Management, Market Research, Enterprise Content..., Business Intelligence, IT Strategy
Education
Drexel University 1998 — 2002
MBA, Finance & Marketing
Georgetown University 1985 — 1989
BSFS, International Commerce & Finance
Curtis Blount Curtis Blount's Merrill Lynch Experience January 1998 - January 2000
Job Director IT Security Risk and Compliancy at Xaxis/Group M
Industry Computer & Network Security
Experience
Xaxis October 2012 - Present
Supera Corporation November 2011 - July 2012
Cowen and Company, LLC January 2005 - January 2009
Ogilvy & Mather Worldwide January 2002 - January 2005
Sun Microsystems February 2000 - October 2001
Merrill Lynch January 1998 - January 2000
United States Department of Defense August 1994 - January 2000
Skills
Project Planning, Business Continuity, Information Security, Disaster Recovery, Data Center, Cloud Computing, Information Security..., Network Security, Information Technology, Virtualization, Network Architecture, Information Assurance, SaaS, CISSP, Enterprise Architecture, ITIL, IT Strategy, Firewalls, Computer Security, Strategy
Education
ISACA 2005 — 2005
Certification
COMPTIA 2004 — 2004
Certification
ISC2 2000 — 2000
Certification
Computer Learning Center 1990 — 1992
Associate
Drexel University 1984 — 1989
Bachelor of Science
Xaxis October 2012 - Present
Supera Corporation November 2011 - July 2012
Cowen and Company, LLC January 2005 - January 2009
Ogilvy & Mather Worldwide January 2002 - January 2005
Sun Microsystems February 2000 - October 2001
Merrill Lynch January 1998 - January 2000
United States Department of Defense August 1994 - January 2000
Skills
Project Planning, Business Continuity, Information Security, Disaster Recovery, Data Center, Cloud Computing, Information Security..., Network Security, Information Technology, Virtualization, Network Architecture, Information Assurance, SaaS, CISSP, Enterprise Architecture, ITIL, IT Strategy, Firewalls, Computer Security, Strategy
Education
ISACA 2005 — 2005
Certification
COMPTIA 2004 — 2004
Certification
ISC2 2000 — 2000
Certification
Computer Learning Center 1990 — 1992
Associate
Drexel University 1984 — 1989
Bachelor of Science
Carla Cernigliaro's Merrill Lynch Experience 1997 - 1998
Job Expense Planning Sr Manager at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin February 2015 - Present
Lockheed Martin February 2013 - February 2015
Lockheed Martin May 2011 - February 2013
Lockheed Martin February 2007 - April 2011
Lockheed Martin June 2004 - February 2007
Lockheed Martin June 2001 - June 2004
Merrill Lynch 1997 - 1998
Skills
Finance, Earned Value Management, Analysis, Strategic Financial..., Government Contracting, Hyperion Enterprise, Financial Analysis, Variance Analysis, Cost Accounting, Financial Reporting, Management, Process Improvement, Managerial Finance, Cross-functional Team..., Business Process..., Cost Benefit, Sarbanes-Oxley Act, SAP, FAR, PeopleSoft, Internal Audit, Accounting, Revenue Recognition, Pricing, Internal Controls, Financial Accounting, ERP, Business Analysis, Hyperion Planning, DoD, Account Reconciliation
Education
Drexel University - LeBow College of Business 2002 — 2004
MBA, International Business
Drexel University - LeBow College of Business 1997 — 2001
BSBA, Finance
IHA 1993 — 1997
High School/Secondary Diplomas and Certificates
Lockheed Martin February 2015 - Present
Lockheed Martin February 2013 - February 2015
Lockheed Martin May 2011 - February 2013
Lockheed Martin February 2007 - April 2011
Lockheed Martin June 2004 - February 2007
Lockheed Martin June 2001 - June 2004
Merrill Lynch 1997 - 1998
Skills
Finance, Earned Value Management, Analysis, Strategic Financial..., Government Contracting, Hyperion Enterprise, Financial Analysis, Variance Analysis, Cost Accounting, Financial Reporting, Management, Process Improvement, Managerial Finance, Cross-functional Team..., Business Process..., Cost Benefit, Sarbanes-Oxley Act, SAP, FAR, PeopleSoft, Internal Audit, Accounting, Revenue Recognition, Pricing, Internal Controls, Financial Accounting, ERP, Business Analysis, Hyperion Planning, DoD, Account Reconciliation
Education
Drexel University - LeBow College of Business 2002 — 2004
MBA, International Business
Drexel University - LeBow College of Business 1997 — 2001
BSBA, Finance
IHA 1993 — 1997
High School/Secondary Diplomas and Certificates
Lucy S. Israel's Merrill Lynch Experience 2009 - 2010
Job
Industry Information Technology and Services
Experience
Accenture October 2014 - Present
Accenture June 2012 - October 2014
Chubb Insurance 2010 - 2012
Merrill Lynch 2009 - 2010
CSC - Computer Sciences Corporation 2008 - 2009
Horizon Blue Cross Blue Shield of New Jersey 2005 - 2008
Princeton Informatics, LLP 2003 - 2005
Merrill Lynch 2000 - 2003
AIG 1997 - 2000
CSC - Computer Sciences Corporation 1995 - 1997
Skills
ETL, Metrics, Data Quality, Data Governance, Business Intelligence, Data Profiling, Solution Architecture, Architecture, Technical Leadership, Offshore, Data Warehousing, Master Data Management, Data Integration, Data Modeling, Dimensional Modeling, Data Warehouse..., OLAP, Informatica, Enterprise Architecture, Data Cleansing, Business Intelligence..., Data Management, Cognos, Information Quality, Database Design, Data Migration, Logical Data Modeling, Business Analytics, Netezza, Information Management, EIM, Oracle, Analysis, Access, Enterprise Software, Strategy, Datastage, SDLC, Consulting, Business Analysis, Databases, Information Technology
Education
Drexel University 1982 — 1986
B.S
Drexel University
Bachelor of Science (B.S.) in Computer Science
Accenture October 2014 - Present
Accenture June 2012 - October 2014
Chubb Insurance 2010 - 2012
Merrill Lynch 2009 - 2010
CSC - Computer Sciences Corporation 2008 - 2009
Horizon Blue Cross Blue Shield of New Jersey 2005 - 2008
Princeton Informatics, LLP 2003 - 2005
Merrill Lynch 2000 - 2003
AIG 1997 - 2000
CSC - Computer Sciences Corporation 1995 - 1997
Skills
ETL, Metrics, Data Quality, Data Governance, Business Intelligence, Data Profiling, Solution Architecture, Architecture, Technical Leadership, Offshore, Data Warehousing, Master Data Management, Data Integration, Data Modeling, Dimensional Modeling, Data Warehouse..., OLAP, Informatica, Enterprise Architecture, Data Cleansing, Business Intelligence..., Data Management, Cognos, Information Quality, Database Design, Data Migration, Logical Data Modeling, Business Analytics, Netezza, Information Management, EIM, Oracle, Analysis, Access, Enterprise Software, Strategy, Datastage, SDLC, Consulting, Business Analysis, Databases, Information Technology
Education
Drexel University 1982 — 1986
B.S
Drexel University
Bachelor of Science (B.S.) in Computer Science
Tamara Lashchyk Tamara Lashchyk's Merrill Lynch Experience November 2005 - May 2007
Job Business Management for Emerging Markets at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2010 - Present
Deutsche Bank April 2010 - Present
Bank of America April 2007 - March 2010
Bank of America 2009 - 2010
Bank of America 2009 - 2010
Merrill Lynch November 2005 - May 2007
JPMorgan Chase & Co. 1993 - 2005
Skills
Project Management, Strategic Thinking, Marketing Strategy, Internal Communications, Leadership, Organizational..., Global Business..., Interpersonal Skill, Human Resources, Talent Management, Business Planning, Managerial Finance, Analysis, Mergers & Acquisitions, Equities, Capital Markets, Trading, Investment Banking, Risk Management, Strategy, Program Management, Management
Education
Drexel University 1987 — 1991
Bachelor of Science (B.S.), Corporate Communications
Columbia Highschool 1983 — 1987
Deutsche Bank April 2010 - Present
Deutsche Bank April 2010 - Present
Bank of America April 2007 - March 2010
Bank of America 2009 - 2010
Bank of America 2009 - 2010
Merrill Lynch November 2005 - May 2007
JPMorgan Chase & Co. 1993 - 2005
Skills
Project Management, Strategic Thinking, Marketing Strategy, Internal Communications, Leadership, Organizational..., Global Business..., Interpersonal Skill, Human Resources, Talent Management, Business Planning, Managerial Finance, Analysis, Mergers & Acquisitions, Equities, Capital Markets, Trading, Investment Banking, Risk Management, Strategy, Program Management, Management
Education
Drexel University 1987 — 1991
Bachelor of Science (B.S.), Corporate Communications
Columbia Highschool 1983 — 1987
Charles Fey Charles Fey's Merrill Lynch Experience January 2014 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch June 2011 - January 2014
Merrill Lynch June 2006 - June 2011
BlackRock March 2005 - September 2005
Skills
Software Project..., Business Analysis, Business Strategy, Securities, Securities Regulation, Trading Systems, Retail Brokerage, Mutual Funds, Investments, Alternative Investments, Trading, Series 7, Equities, Options, Financial Services, Hedge Funds, Project Management, Capital Markets, SDLC, Analytics, Blankets, Wealth Management, Thought Leadership, Fixed Income, Bonds, Series 24, Series 63, Finance, Banking, Risk Management, Relationship Management, Management, Agile Methodologies
Education
Drexel University 2002 — 2006
BS, Finance
Merrill Lynch January 2014 - Present
Merrill Lynch June 2011 - January 2014
Merrill Lynch June 2006 - June 2011
BlackRock March 2005 - September 2005
Skills
Software Project..., Business Analysis, Business Strategy, Securities, Securities Regulation, Trading Systems, Retail Brokerage, Mutual Funds, Investments, Alternative Investments, Trading, Series 7, Equities, Options, Financial Services, Hedge Funds, Project Management, Capital Markets, SDLC, Analytics, Blankets, Wealth Management, Thought Leadership, Fixed Income, Bonds, Series 24, Series 63, Finance, Banking, Risk Management, Relationship Management, Management, Agile Methodologies
Education
Drexel University 2002 — 2006
BS, Finance
Chris Ryan, CFP® Chris Ryan, CFP®'s Merrill Lynch Experience August 2007 - September 2010
Job Portfolio Specialist at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
BlackRock September 2010 - January 2013
Merrill Lynch August 2007 - September 2010
The Haverford Trust Company March 2005 - August 2007
The Haverford Trust Company August 2004 - March 2005
Fiserv Securities July 2003 - September 2004
Skills
Series 7, Equities, Fixed Income, Portfolio Management, Financial Markets, Investments, Wealth Management, Bloomberg, Financial Analysis, Equity Research, ETFs, Financial Modeling, Series 63, Mutual Funds, Risk Management, Municipal Bonds, Bloomberg Terminal, Portfolio Construction, Trusts, IRAs, Roth IRA, Separately Managed..., Trading, Uniform Combined State...
Education
Drexel University 1998 — 2003
B.S., Finance
Malvern Prep 1994 — 1998
BlackRock January 2013 - Present
BlackRock September 2010 - January 2013
Merrill Lynch August 2007 - September 2010
The Haverford Trust Company March 2005 - August 2007
The Haverford Trust Company August 2004 - March 2005
Fiserv Securities July 2003 - September 2004
Skills
Series 7, Equities, Fixed Income, Portfolio Management, Financial Markets, Investments, Wealth Management, Bloomberg, Financial Analysis, Equity Research, ETFs, Financial Modeling, Series 63, Mutual Funds, Risk Management, Municipal Bonds, Bloomberg Terminal, Portfolio Construction, Trusts, IRAs, Roth IRA, Separately Managed..., Trading, Uniform Combined State...
Education
Drexel University 1998 — 2003
B.S., Finance
Malvern Prep 1994 — 1998
Jennifer Strunk Jennifer Strunk's Merrill Lynch Experience July 2002 - Present
Job Accountant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2002 - Present
Grant Thornton LLP September 1999 - June 2002
Skills
Accounting, Auditing, Cash Flow, Financial Reporting, Financial Statements, GAAP, General Ledger, Income Tax, Tax, Tax Preparation, Tax Research, Tax Returns
Education
Drexel University 2002 — 2006
Master's, Tax
Merrill Lynch July 2002 - Present
Grant Thornton LLP September 1999 - June 2002
Skills
Accounting, Auditing, Cash Flow, Financial Reporting, Financial Statements, GAAP, General Ledger, Income Tax, Tax, Tax Preparation, Tax Research, Tax Returns
Education
Drexel University 2002 — 2006
Master's, Tax
Doug Krauss Doug Krauss's Merrill Lynch Experience January 1990 - January 1991
Job IBM Analytics COE Innovation Lead
Industry Information Technology and Services
Experience
IBM July 2014 - Present
Deloitte Consulting July 2011 - July 2014
SAP November 2005 - July 2011
SAP November 2008 - November 2009
SAP November 2005 - November 2008
RCG Information Technology November 1999 - November 2005
Cognos Corporation January 1999 - November 1999
Comcast Corporation January 1998 - January 1999
DIRECTV January 1991 - January 1998
Merrill Lynch January 1990 - January 1991
Skills
Business Intelligence, Data Warehousing, Information Management, Business Objects, Analytics, Microstrategy, Cognos, SAP, Forecasting, SQL Server, Data Management, Data Quality, Data Governance, Master Data Management, Data Integration, Dashboards, ETL, SAP BW, Data Modeling, Business Intelligence..., Business Analysis, OLAP, Data Mining, Crystal Reports, IT Strategy, Predictive Analytics, Dashboard, in memory database, SAP HANA, Tableau, Spotfire, Pre-sales, Enterprise Software, Oracle, Databases, Program Management, Agile Methodologies, Business Analytics, SAP ERP, Microsoft SQL Server
Education
Drexel University
Muhlenberg College
IBM July 2014 - Present
Deloitte Consulting July 2011 - July 2014
SAP November 2005 - July 2011
SAP November 2008 - November 2009
SAP November 2005 - November 2008
RCG Information Technology November 1999 - November 2005
Cognos Corporation January 1999 - November 1999
Comcast Corporation January 1998 - January 1999
DIRECTV January 1991 - January 1998
Merrill Lynch January 1990 - January 1991
Skills
Business Intelligence, Data Warehousing, Information Management, Business Objects, Analytics, Microstrategy, Cognos, SAP, Forecasting, SQL Server, Data Management, Data Quality, Data Governance, Master Data Management, Data Integration, Dashboards, ETL, SAP BW, Data Modeling, Business Intelligence..., Business Analysis, OLAP, Data Mining, Crystal Reports, IT Strategy, Predictive Analytics, Dashboard, in memory database, SAP HANA, Tableau, Spotfire, Pre-sales, Enterprise Software, Oracle, Databases, Program Management, Agile Methodologies, Business Analytics, SAP ERP, Microsoft SQL Server
Education
Drexel University
Muhlenberg College
Jaskaran Randhawa Jaskaran Randhawa's Merrill Lynch Experience November 2008 - July 2009
Job Senior Consultant at Cumberland Consulting Group
Industry Pharmaceuticals
Experience
Cumberland Consulting Group July 2014 - Present
IMS Health November 2012 - July 2014
IMS Health May 2011 - November 2012
Merrill Lynch November 2008 - July 2009
Merrill Lynch July 2008 - July 2009
Skills
CARS v7.7 Functional..., CARS Advanced Topics..., Medicaid Rebates v7.7..., Government Pricing..., Cognos Training - IBM,..., Consulting Fundamentals..., Financial Modeling, Analysis, Financial Analysis, Data Analysis, Analytics, Business Analysis, Management Consulting, Accounting, Business Intelligence, Management
Education
Drexel University 2005 — 2008
Bachelors of Science, Accounting and Finance
Cumberland Consulting Group July 2014 - Present
IMS Health November 2012 - July 2014
IMS Health May 2011 - November 2012
Merrill Lynch November 2008 - July 2009
Merrill Lynch July 2008 - July 2009
Skills
CARS v7.7 Functional..., CARS Advanced Topics..., Medicaid Rebates v7.7..., Government Pricing..., Cognos Training - IBM,..., Consulting Fundamentals..., Financial Modeling, Analysis, Financial Analysis, Data Analysis, Analytics, Business Analysis, Management Consulting, Accounting, Business Intelligence, Management
Education
Drexel University 2005 — 2008
Bachelors of Science, Accounting and Finance
Anthony Gambescia Anthony Gambescia's Merrill Lynch Experience August 2013 - May 2014
Job Senior Risk Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Merrill Lynch August 2013 - May 2014
JPMC July 2004 - August 2013
JPMC July 2000 - July 2004
SCT July 1998 - July 2000
Skills
Unix, Architecture, Business Analysis, Leadership, Software Development, Oracle, Programming, Risk Management, Data Warehousing, C++
Education
Drexel University 2002 — 2005
MS, Information Systems
Temple University 1993 — 1998
BS, Physics
J.P. Morgan May 2014 - Present
Merrill Lynch August 2013 - May 2014
JPMC July 2004 - August 2013
JPMC July 2000 - July 2004
SCT July 1998 - July 2000
Skills
Unix, Architecture, Business Analysis, Leadership, Software Development, Oracle, Programming, Risk Management, Data Warehousing, C++
Education
Drexel University 2002 — 2005
MS, Information Systems
Temple University 1993 — 1998
BS, Physics
Yevgeny Kushnir, CFA Yevgeny Kushnir, CFA's Merrill Lynch Experience December 2005 - February 2006
Job Experienced Financial Analyst
Industry Financial Services
Experience
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
William Coffing William Coffing's Merrill Lynch Experience 2005 - 2008
Job Vice President, Investment Advisor, at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2010 - Present
Goldey-Beacom College 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
Merrill Lynch 2005 - 2008
Morgan Stanley 1999 - 2005
First Union 1997 - 1999
SunTrust Bank (formerly Crestar Bank) 1994 - 1997
PNC 1993 - 1994
PNC Bank 1989 - 1993
Skills
Portfolio Management, Wealth Management, Commercial Lending, Relationship Management, Series 7, Investments, Loans, Financial Services, Asset Allocation, Private Banking, Credit, Financial Markets, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies
Education
Drexel University - LeBow College of Business
MBA, Investment Management
Michigan State University
BA, Finance
PNC Wealth Management May 2010 - Present
Goldey-Beacom College 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
Merrill Lynch 2005 - 2008
Morgan Stanley 1999 - 2005
First Union 1997 - 1999
SunTrust Bank (formerly Crestar Bank) 1994 - 1997
PNC 1993 - 1994
PNC Bank 1989 - 1993
Skills
Portfolio Management, Wealth Management, Commercial Lending, Relationship Management, Series 7, Investments, Loans, Financial Services, Asset Allocation, Private Banking, Credit, Financial Markets, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies
Education
Drexel University - LeBow College of Business
MBA, Investment Management
Michigan State University
BA, Finance
Andrea Thorn Andrea Thorn's Merrill Lynch Experience February 2008 - February 2009
Job Construction Project Manager at Bank of America
Industry Construction
Experience
Bank of America September 2015 - Present
Bank of America June 2012 - Present
Jones Lang LaSalle March 2009 - June 2012
Merrill Lynch February 2008 - February 2009
A.D.A Electrical Contracting, Inc June 2003 - February 2008
H2L2 Architects/Planners February 2001 - June 2003
Merrill Lynch June 1997 - February 2001
Skills
Client Service/Focus, Team Building, Scope..., Interior Design, Space Planning, Strategic Planning, Customer Relations, Construction Management, Renovation, Budgeting, Space-planning, Project Planning, Purchasing, Real Estate, Risk Management, Space planning, Training, Vendor Management, Management, Microsoft Office, Project Management, Feasibility Studies, Budgets, Construction, Contract Management, Contract Negotiation, Customer Service, Facilities Management
Education
Drexel University 1994 — 1997
MS, Interior Design
Penn State University 1989 — 1993
BA, Art, Art History
2009Camden County College/Weichert Real Estate School 2009 — 2009
Real Estate License, Real Estate
Bank of America September 2015 - Present
Bank of America June 2012 - Present
Jones Lang LaSalle March 2009 - June 2012
Merrill Lynch February 2008 - February 2009
A.D.A Electrical Contracting, Inc June 2003 - February 2008
H2L2 Architects/Planners February 2001 - June 2003
Merrill Lynch June 1997 - February 2001
Skills
Client Service/Focus, Team Building, Scope..., Interior Design, Space Planning, Strategic Planning, Customer Relations, Construction Management, Renovation, Budgeting, Space-planning, Project Planning, Purchasing, Real Estate, Risk Management, Space planning, Training, Vendor Management, Management, Microsoft Office, Project Management, Feasibility Studies, Budgets, Construction, Contract Management, Contract Negotiation, Customer Service, Facilities Management
Education
Drexel University 1994 — 1997
MS, Interior Design
Penn State University 1989 — 1993
BA, Art, Art History
2009Camden County College/Weichert Real Estate School 2009 — 2009
Real Estate License, Real Estate
Ned Sher's Merrill Lynch Experience January 1995 - October 1999
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank Vice President, National Healthcare5/3 Bank2003 - Present
Merrill Lynch January 1995 - October 1999
Skills
Commercial Lending, Healthcare, Financial Modeling, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Asset Based Lending, Loans, Leadership, Mergers & Acquisitions, Banking, Finance, Corporate Finance, Valuation, Due Diligence
Education
Northwestern University - Kellogg School of Management 1984 — 1987
Masters of Management, Finance, Marketing
Drexel University 1979 — 1983
Tufts University 1978 — 1982
Bachelor of Science, Biology
Fifth Third Bank Vice President, National Healthcare5/3 Bank2003 - Present
Merrill Lynch January 1995 - October 1999
Skills
Commercial Lending, Healthcare, Financial Modeling, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Asset Based Lending, Loans, Leadership, Mergers & Acquisitions, Banking, Finance, Corporate Finance, Valuation, Due Diligence
Education
Northwestern University - Kellogg School of Management 1984 — 1987
Masters of Management, Finance, Marketing
Drexel University 1979 — 1983
Tufts University 1978 — 1982
Bachelor of Science, Biology
Alexander Bhatti Alexander Bhatti's Merrill Lynch Experience May 2013 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Merrill Lynch April 2011 - May 2013
Deloitte Consulting February 2009 - January 2011
Continental Capital Partners (Private Equity House) July 2008 - August 2008
Citigroup Global Corporate & Investment Bank July 2007 - December 2007
Deloitte Consulting 2003 - 2007
Citicorp 1999 - 2002
Bank of Boston 1998 - 1999
Education
CFA Institute 2010 — 2012
Chartered Financial Analyst Program, Investment Management and Research
INSEAD 2008 — 2008
MBA, Finance
University of Pennsylvania - The Wharton School 2008 — 2008
MBA Exchange, Finance
Drexel University 1996 — 1997
MS courses, Electrical and Computer Engineering
Punjab Engineering College 1992 — 1996
BE, Electrical
Merrill Lynch May 2013 - Present
Merrill Lynch April 2011 - May 2013
Deloitte Consulting February 2009 - January 2011
Continental Capital Partners (Private Equity House) July 2008 - August 2008
Citigroup Global Corporate & Investment Bank July 2007 - December 2007
Deloitte Consulting 2003 - 2007
Citicorp 1999 - 2002
Bank of Boston 1998 - 1999
Education
CFA Institute 2010 — 2012
Chartered Financial Analyst Program, Investment Management and Research
INSEAD 2008 — 2008
MBA, Finance
University of Pennsylvania - The Wharton School 2008 — 2008
MBA Exchange, Finance
Drexel University 1996 — 1997
MS courses, Electrical and Computer Engineering
Punjab Engineering College 1992 — 1996
BE, Electrical
Dan Mahr Dan Mahr's Merrill Lynch Experience January 2001 - November 2003
Job President at Aalanco Service Corporation
Industry Environmental Services
Experience
Advantage Power and Control April 2014 - Present
Aalanco Service Corporation August 2012 - Present
Aalanco Service Corporation October 2010 - August 2012
Aalanco Service Corporation March 2008 - September 2010
Aalanco Service Corporation November 2003 - February 2008
Merrill Lynch January 2001 - November 2003
DC360 1999 - 2000
System Source 1996 - 1998
Education
Drexel University 1990 — 1994
Master of Business Administration (MBA)
University of Vermont 1984 — 1988
BS
Pikesville Senior High
Pikesville Senior High
Advantage Power and Control April 2014 - Present
Aalanco Service Corporation August 2012 - Present
Aalanco Service Corporation October 2010 - August 2012
Aalanco Service Corporation March 2008 - September 2010
Aalanco Service Corporation November 2003 - February 2008
Merrill Lynch January 2001 - November 2003
DC360 1999 - 2000
System Source 1996 - 1998
Education
Drexel University 1990 — 1994
Master of Business Administration (MBA)
University of Vermont 1984 — 1988
BS
Pikesville Senior High
Pikesville Senior High
Jonathan Abramson's Merrill Lynch Experience May 2011 - September 2011
Job Internal Audit Intern at Vanguard
Industry Accounting
Experience
Vanguard March 2015 - Present
BDO USA, LLP January 2014 - June 2014
Drucker & Scaccetti, P.C. January 2013 - June 2013
Steinberg Asset Management June 2012 - August 2012
Involvio January 2012 - June 2012
Merrill Lynch May 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Event Planning, Public Speaking, Research, Microsoft Word, Facebook, Social Media Marketing, Photoshop, Social Networking, Google Docs, Marketing, GoFileRoom, GoSystems, CaseWare, Robert's Rules of Order, Tax, Internal Audit
Education
Drexel University 2011 — 2016
Finance, Accounting, and Legal Studies, Senior
Vanguard March 2015 - Present
BDO USA, LLP January 2014 - June 2014
Drucker & Scaccetti, P.C. January 2013 - June 2013
Steinberg Asset Management June 2012 - August 2012
Involvio January 2012 - June 2012
Merrill Lynch May 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Event Planning, Public Speaking, Research, Microsoft Word, Facebook, Social Media Marketing, Photoshop, Social Networking, Google Docs, Marketing, GoFileRoom, GoSystems, CaseWare, Robert's Rules of Order, Tax, Internal Audit
Education
Drexel University 2011 — 2016
Finance, Accounting, and Legal Studies, Senior
Mark Goebel Mark Goebel's Merrill Lynch Experience July 1998 - August 1999
Job Sr. Dir./VP of Information Services & Technologies at TM Forum
Industry Management Consulting
Experience
TM Forum January 2015 - Present
CIO3 May 2013 - Present
Northfield Consulting Group January 2014 - January 2015
Girl Scouts of the USA 2008 - May 2013
G&G Capital May 2005 - March 2008
Avaya August 2004 - April 2006
Avaya April 2003 - August 2004
Business Intelligence International May 2001 - April 2003
Hoffmann LaRoche August 1999 - May 2001
Merrill Lynch July 1998 - August 1999
Skills
Digital Strategy, IT Leadership, Data Management, Business Intelligence, Metrics, Data Warehousing, Project Management, Strategy, Management, Performance Management, Change Management, IT Strategy, Program Management, SDLC, Management Consulting, Integration, ITIL, Cloud Computing, CRM, Start-ups, Governance, Leadership, Outsourcing, Enterprise Software, Entrepreneurship, Business Process..., Business Strategy, Recruiting, PMO, Analysis, ERP, Business Development, Consulting, Project Planning, Team Building, Training, Business Analysis, Team Management, Strategic Partnerships, Vendor Management, Talent Management, Marketing, Human Resources, Nonprofits, Strategic Planning, Salesforce.com, Business Planning, Networking, Game-based Learning, Mobile Devices
Education
Drexel University 2014 — 2017
Master's Degree, MS in Learning Technologies with Game-based Learning Concentration
University of Phoenix 2009 — 2011
BS IT, Information technology
CEO Space 2007 — 2007
MBA (light)
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
Diploma, Theatre/Theatre Arts Management
Lawrence High School 1977 — 1980
High School Diploma, College Prep
American Boychoir 1974 — 1976
TM Forum January 2015 - Present
CIO3 May 2013 - Present
Northfield Consulting Group January 2014 - January 2015
Girl Scouts of the USA 2008 - May 2013
G&G Capital May 2005 - March 2008
Avaya August 2004 - April 2006
Avaya April 2003 - August 2004
Business Intelligence International May 2001 - April 2003
Hoffmann LaRoche August 1999 - May 2001
Merrill Lynch July 1998 - August 1999
Skills
Digital Strategy, IT Leadership, Data Management, Business Intelligence, Metrics, Data Warehousing, Project Management, Strategy, Management, Performance Management, Change Management, IT Strategy, Program Management, SDLC, Management Consulting, Integration, ITIL, Cloud Computing, CRM, Start-ups, Governance, Leadership, Outsourcing, Enterprise Software, Entrepreneurship, Business Process..., Business Strategy, Recruiting, PMO, Analysis, ERP, Business Development, Consulting, Project Planning, Team Building, Training, Business Analysis, Team Management, Strategic Partnerships, Vendor Management, Talent Management, Marketing, Human Resources, Nonprofits, Strategic Planning, Salesforce.com, Business Planning, Networking, Game-based Learning, Mobile Devices
Education
Drexel University 2014 — 2017
Master's Degree, MS in Learning Technologies with Game-based Learning Concentration
University of Phoenix 2009 — 2011
BS IT, Information technology
CEO Space 2007 — 2007
MBA (light)
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
Diploma, Theatre/Theatre Arts Management
Lawrence High School 1977 — 1980
High School Diploma, College Prep
American Boychoir 1974 — 1976
Dwayne Bien-Aime Dwayne Bien-Aime's Merrill Lynch Experience June 2007 - 2007
Job Financial Assurance & Advisory
Industry Research
Experience
Comcast January 2015 - Present
Comcast April 2012 - December 2014
Integra LifeSciences June 2011 - July 2012
United States Department of the Treasury: Bureau of Public Debt June 2009 - 2009
Merrill Lynch June 2007 - 2007
Skills
Financial Analysis, Accounting, Customer Service, Finance, Financial Modeling, Financial Reporting, Forecasting, Analysis, Corporate Finance, Strategic Financial..., Hyperion Enterprise, Sarbanes-Oxley Act, Data Analysis
Education
Drexel University 2007 — 2011
BS, Finance
Comcast January 2015 - Present
Comcast April 2012 - December 2014
Integra LifeSciences June 2011 - July 2012
United States Department of the Treasury: Bureau of Public Debt June 2009 - 2009
Merrill Lynch June 2007 - 2007
Skills
Financial Analysis, Accounting, Customer Service, Finance, Financial Modeling, Financial Reporting, Forecasting, Analysis, Corporate Finance, Strategic Financial..., Hyperion Enterprise, Sarbanes-Oxley Act, Data Analysis
Education
Drexel University 2007 — 2011
BS, Finance
Dmitriy Katsnelson Dmitriy Katsnelson's Merrill Lynch Experience September 1999 - June 2000
Job
Industry Financial Services
Experience
Bronfman E.L. Rothschild June 2015 - Present
LPL Financial (formerly Fortigent LLC) June 2014 - May 2015
Fortigent, LLC January 2007 - June 2014
Lydian Wealth Management (became Fortigent LLC) August 2005 - January 2007
Harley-Davidson Motor Company June 2001 - February 2002
Merrill Lynch September 1999 - June 2000
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Due Diligence, Alternative Investments, Analysis, Fixed Income, Financial Analysis, Hedge Funds, Wealth Management, Financial Modeling, Bloomberg, Asset Management
Education
University of Maryland College Park 2003 — 2004
BS
Drexel University 2000 — 2002
BS
Bronfman E.L. Rothschild June 2015 - Present
LPL Financial (formerly Fortigent LLC) June 2014 - May 2015
Fortigent, LLC January 2007 - June 2014
Lydian Wealth Management (became Fortigent LLC) August 2005 - January 2007
Harley-Davidson Motor Company June 2001 - February 2002
Merrill Lynch September 1999 - June 2000
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Due Diligence, Alternative Investments, Analysis, Fixed Income, Financial Analysis, Hedge Funds, Wealth Management, Financial Modeling, Bloomberg, Asset Management
Education
University of Maryland College Park 2003 — 2004
BS
Drexel University 2000 — 2002
BS
Robert Bigley's Merrill Lynch Experience September 2015 - Present
Job PMD Financial Advisor Trainee at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
CVS Caremark Corporation July 2013 - September 2015
Rockland Boulders March 2014 - May 2015
Upper Saddle River Library October 2009 - August 2011
Campgaw Ski Mountain December 2008 - March 2010
Skills
Microsoft Office, Outlook, PowerPoint, Financial Analysis, Microsoft Excel, Customer Service, Financial Accounting, Windows, SQL, Teamwork, English, Accounts Receivable, Accounts Payable, SAS Programming, FactSet, Microsoft Access, QuickBooks, Microsoft Word, Research, Photoshop, Teaching, HTML, Pro Engineer, Maple, AutoCAD, Mac OS, Microsoft Project, Pointstreak 50/50, Leadership, Public Speaking
Education
Drexel University 2011 — 2015
Bachelor’s Degree, Business Administration- Management Information Systems & Finance
Don Bosco Prep High School 2007 — 2011
Merrill Lynch September 2015 - Present
CVS Caremark Corporation July 2013 - September 2015
Rockland Boulders March 2014 - May 2015
Upper Saddle River Library October 2009 - August 2011
Campgaw Ski Mountain December 2008 - March 2010
Skills
Microsoft Office, Outlook, PowerPoint, Financial Analysis, Microsoft Excel, Customer Service, Financial Accounting, Windows, SQL, Teamwork, English, Accounts Receivable, Accounts Payable, SAS Programming, FactSet, Microsoft Access, QuickBooks, Microsoft Word, Research, Photoshop, Teaching, HTML, Pro Engineer, Maple, AutoCAD, Mac OS, Microsoft Project, Pointstreak 50/50, Leadership, Public Speaking
Education
Drexel University 2011 — 2015
Bachelor’s Degree, Business Administration- Management Information Systems & Finance
Don Bosco Prep High School 2007 — 2011
Steven Willoughby Steven Willoughby's Merrill Lynch Experience October 1992 - September 1994
Job Marketing and Business Leader at DuPont, Kellogg MBA
Industry Chemicals
Experience
DuPont July 2013 - Present
DuPont February 2011 - July 2013
DuPont October 2008 - February 2011
DuPont July 2006 - December 2008
DuPont July 2004 - July 2006
DuPont March 2002 - June 2004
DuPont August 1999 - March 2002
Wallaby Solutions, Inc. 1997 - 2000
Hercon Laboratories June 1994 - September 1994
Merrill Lynch October 1992 - September 1994
Skills
Six Sigma, Cross-functional Team..., Strategy, Management, Program Management, Supply Chain Management, Strategic Planning, Business Planning, Competitive Analysis, Pricing, Leadership, Process Engineering, Product Development, Marketing Strategy, Business Strategy, Manufacturing, Pricing Strategy, CRM, Forecasting, Supply Chain, Sales Operations, Continuous Improvement, Budgets, Project Management, Sales, Process Improvement, Coatings, Polymers, Engineering, Chemical Engineering, Quality Management
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Management & Strategy, Marketing, and Managerial Economics
Drexel University 1994 — 1999
BS, Chemical Engineering
Temple University Japan 1995 — 1995
Fellowship to Study Engineering in Japan
The Ohio State University 1995 — 1995
Japanese language
DuPont July 2013 - Present
DuPont February 2011 - July 2013
DuPont October 2008 - February 2011
DuPont July 2006 - December 2008
DuPont July 2004 - July 2006
DuPont March 2002 - June 2004
DuPont August 1999 - March 2002
Wallaby Solutions, Inc. 1997 - 2000
Hercon Laboratories June 1994 - September 1994
Merrill Lynch October 1992 - September 1994
Skills
Six Sigma, Cross-functional Team..., Strategy, Management, Program Management, Supply Chain Management, Strategic Planning, Business Planning, Competitive Analysis, Pricing, Leadership, Process Engineering, Product Development, Marketing Strategy, Business Strategy, Manufacturing, Pricing Strategy, CRM, Forecasting, Supply Chain, Sales Operations, Continuous Improvement, Budgets, Project Management, Sales, Process Improvement, Coatings, Polymers, Engineering, Chemical Engineering, Quality Management
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Management & Strategy, Marketing, and Managerial Economics
Drexel University 1994 — 1999
BS, Chemical Engineering
Temple University Japan 1995 — 1995
Fellowship to Study Engineering in Japan
The Ohio State University 1995 — 1995
Japanese language
Michael A. Merryman Michael A. Merryman's Merrill Lynch Experience June 2008 - August 2008
Job Acquisition Manager at Lidl US, LLC
Industry Real Estate
Experience
Lidl US, LLC August 2014 - Present
Coldwell Banker Commercial NRT September 2013 - August 2014
Marcus & Millichap April 2013 - August 2013
Coldwell Banker Preferred July 2012 - April 2013
Tidewater Realty, LTD September 2010 - May 2012
Tunnell & Raysor, P.A. June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Real Estate Transactions, Customer Service, Start-ups, Commercial Real Estate, Microsoft Excel, Research, Public Speaking, Strategic Planning, Corporate Real Estate, Real Estate Development, Real Estate Economics, Urban Redevelopment, Public Policy, Urban Planning
Education
Drexel University 2011 — 2014
Master's Degree, Public Policy
University of Colorado at Boulder 2007 — 2010
Bachelor of Arts (B.A.), English Literature & Economics
Lidl US, LLC August 2014 - Present
Coldwell Banker Commercial NRT September 2013 - August 2014
Marcus & Millichap April 2013 - August 2013
Coldwell Banker Preferred July 2012 - April 2013
Tidewater Realty, LTD September 2010 - May 2012
Tunnell & Raysor, P.A. June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Real Estate Transactions, Customer Service, Start-ups, Commercial Real Estate, Microsoft Excel, Research, Public Speaking, Strategic Planning, Corporate Real Estate, Real Estate Development, Real Estate Economics, Urban Redevelopment, Public Policy, Urban Planning
Education
Drexel University 2011 — 2014
Master's Degree, Public Policy
University of Colorado at Boulder 2007 — 2010
Bachelor of Arts (B.A.), English Literature & Economics
Sheilah Powell's Merrill Lynch Experience May 2006 - March 2008
Job Professional in the Finance, Complaint Operations, Customer Services and Journalism Industries
Industry Financial Services
Experience
Prudential Financial 2013 - May 2015
Prudential Financial May 2008 - August 2013
Merrill Lynch May 2006 - March 2008
Star News Group May 2002 - June 2004
Skills
Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Process Improvement, Microsoft Word, Research, Sales, Training, Photoshop, Investigation, Team Building, FINRA Series 7..., Insurance
Education
Rutgers University-New Brunswick 1999 — 2003
Bachelor's Degree, Journalism
Drexel University
Prudential Financial 2013 - May 2015
Prudential Financial May 2008 - August 2013
Merrill Lynch May 2006 - March 2008
Star News Group May 2002 - June 2004
Skills
Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Process Improvement, Microsoft Word, Research, Sales, Training, Photoshop, Investigation, Team Building, FINRA Series 7..., Insurance
Education
Rutgers University-New Brunswick 1999 — 2003
Bachelor's Degree, Journalism
Drexel University
Alec Price Alec Price's Merrill Lynch Experience November 2008 - Present
Job Vice President at Merrill Lynch, CRC
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Wachovia Securities January 2003 - November 2008
Morgan Stanley Dean Witter December 1992 - January 2003
Skills
Finance, Analysis, Accounting, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Financial Planning
Education
Drexel University - College of Business and Administration 1980 — 1985
Accounting
Merrill Lynch November 2008 - Present
Wachovia Securities January 2003 - November 2008
Morgan Stanley Dean Witter December 1992 - January 2003
Skills
Finance, Analysis, Accounting, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Financial Planning
Education
Drexel University - College of Business and Administration 1980 — 1985
Accounting
Joe Steele's Merrill Lynch Experience 2007 - 2007
Job Vice President, Talent Acquisition at Beneficial Bank
Industry Human Resources
Experience
Beneficial Bank 2013 - Present
2013 World Outgames 2012 - 2013
Legion Insurance 2007 - 2012
Merrill Lynch 2007 - 2007
Ameriprise Financial 2005 - 2007
Don Richard Associates 2005 - 2005
Skills
Recruiting, Talent Acquisition, Employee Relations, Process Implementation, Employee Benefits, Talent Management, Insurance, Human Resources, Management, Performance Management, Temporary Placement, Benefits Administration, Deferred Compensation, Program Management, Applicant Tracking..., College Recruiting, Internet Recruiting, Leadership, Onboarding, Sourcing, Negotiation, Employer Branding, HRIS, Strategy
Education
Drexel University
Communications - Corporate Communicatons & Public Relations
Wingate University
Mass Communication/Media Studies
Beneficial Bank 2013 - Present
2013 World Outgames 2012 - 2013
Legion Insurance 2007 - 2012
Merrill Lynch 2007 - 2007
Ameriprise Financial 2005 - 2007
Don Richard Associates 2005 - 2005
Skills
Recruiting, Talent Acquisition, Employee Relations, Process Implementation, Employee Benefits, Talent Management, Insurance, Human Resources, Management, Performance Management, Temporary Placement, Benefits Administration, Deferred Compensation, Program Management, Applicant Tracking..., College Recruiting, Internet Recruiting, Leadership, Onboarding, Sourcing, Negotiation, Employer Branding, HRIS, Strategy
Education
Drexel University
Communications - Corporate Communicatons & Public Relations
Wingate University
Mass Communication/Media Studies
Nihal Menezes's Merrill Lynch Experience July 2011 - July 2011
Job Finance Major and Aspiring Financial Analyst
Industry Financial Services
Experience
Gramercy Property Trust April 2013 - September 2013
BNP Paribas August 2011 - August 2011
Merrill Lynch July 2011 - July 2011
ADAPT June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Publisher, Microsoft Console, Outlook, Access, PowerPoint, Microsoft Word, JD Edwards, MRI Software, Hindi, Finance
Education
Drexel University 2010 — 2014
Bachelor's Degree, Finance, General, 3.72
Gramercy Property Trust April 2013 - September 2013
BNP Paribas August 2011 - August 2011
Merrill Lynch July 2011 - July 2011
ADAPT June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Publisher, Microsoft Console, Outlook, Access, PowerPoint, Microsoft Word, JD Edwards, MRI Software, Hindi, Finance
Education
Drexel University 2010 — 2014
Bachelor's Degree, Finance, General, 3.72
Nabeel Rahman Nabeel Rahman's Merrill Lynch Experience May 2007 - November 2009
Job BNY Mellon NAV Investment Analyst
Industry Investment Management
Experience
BNY Mellon February 2015 - Present
Santander Bank, N.A. January 2014 - February 2015
De Lage Landen December 2012 - November 2013
ATTS Chemicals January 2010 - October 2012
Merrill Lynch May 2007 - November 2009
Twist Communications, LLP May 2005 - March 2007
Skills
Management, Finance, Sales, Microsoft Excel, Market Research, Financial Analysis, Forecasting, Project Management, Analysis, PowerPoint, Microsoft Office, Customer Service, Business Development, Negotiation, Process Improvement, Accounting, Team Leadership, Salesforce.com, Financial Modeling, Marketing, Quality Control: Worked..., Microsoft Office –..., Microsoft Word, New Business Development, Data Analysis, Time Management, Banking, Sales Presentations, Retail, Market Analysis, Mergers, Quality Management, ISO 9001 2008, Direct Sales, Cold Calling, Pricing, Financial Services, Lead Generation, Product Development, Portfolio Management, Investments
Education
Drexel University 2012 — 2014
Bachelor of Science in Business Administration, Finance, 3.2 GPA
Kaplan University 2011 — 2011
Associate of Applied Sciences in Business Administration, Finance, Cum Laude 3.5 GPA
BNY Mellon February 2015 - Present
Santander Bank, N.A. January 2014 - February 2015
De Lage Landen December 2012 - November 2013
ATTS Chemicals January 2010 - October 2012
Merrill Lynch May 2007 - November 2009
Twist Communications, LLP May 2005 - March 2007
Skills
Management, Finance, Sales, Microsoft Excel, Market Research, Financial Analysis, Forecasting, Project Management, Analysis, PowerPoint, Microsoft Office, Customer Service, Business Development, Negotiation, Process Improvement, Accounting, Team Leadership, Salesforce.com, Financial Modeling, Marketing, Quality Control: Worked..., Microsoft Office –..., Microsoft Word, New Business Development, Data Analysis, Time Management, Banking, Sales Presentations, Retail, Market Analysis, Mergers, Quality Management, ISO 9001 2008, Direct Sales, Cold Calling, Pricing, Financial Services, Lead Generation, Product Development, Portfolio Management, Investments
Education
Drexel University 2012 — 2014
Bachelor of Science in Business Administration, Finance, 3.2 GPA
Kaplan University 2011 — 2011
Associate of Applied Sciences in Business Administration, Finance, Cum Laude 3.5 GPA
JANET RISER JANET RISER's Merrill Lynch Experience May 1981 - January 2009
Job FINANCIAL ADVISOR
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
MERRILL LYNCH May 1981 - January 2009
Skills
Equities, Retirement Planning, Series 7, Mutual Funds, Asset Allocation
Education
Drexel University 1978 — 1981
MBA, FINANCE
University of Pittsburgh 1970 — 1974
BACHELOR OF ARTS
Janney Montgomery Scott January 2009 - Present
MERRILL LYNCH May 1981 - January 2009
Skills
Equities, Retirement Planning, Series 7, Mutual Funds, Asset Allocation
Education
Drexel University 1978 — 1981
MBA, FINANCE
University of Pittsburgh 1970 — 1974
BACHELOR OF ARTS
Christopher Crosby Christopher Crosby's Merrill Lynch Experience September 2004 - August 2006
Job Regional VP Investments Dreyfus
Industry Capital Markets
Experience
BNY Mellon - Dreyfus August 2015 - Present
F-Squared Investments December 2013 - July 2015
Alps Investment Co March 2008 - November 2013
Delaware Investments October 2006 - March 2008
Merrill Lynch September 2004 - August 2006
Skills
Investments, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Private Equity, Finance, Series 7, Asset Allocation, Securities, Asset Management, Investment Strategies, FINRA, Commodity, Closed-end Funds, Wealth Management, Retirement Planning, Investment Advisory, Hedge Funds, Retirement 401K, Separately Managed..., Financial Advisory
Education
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BNY Mellon - Dreyfus August 2015 - Present
F-Squared Investments December 2013 - July 2015
Alps Investment Co March 2008 - November 2013
Delaware Investments October 2006 - March 2008
Merrill Lynch September 2004 - August 2006
Skills
Investments, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Private Equity, Finance, Series 7, Asset Allocation, Securities, Asset Management, Investment Strategies, FINRA, Commodity, Closed-end Funds, Wealth Management, Retirement Planning, Investment Advisory, Hedge Funds, Retirement 401K, Separately Managed..., Financial Advisory
Education
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jeannine Bruin's Merrill Lynch Experience October 2006 - May 2008
Job Group Vice President of Internal Communications at Pershing, a BNY Mellon company
Industry Public Relations and Communications
Experience
Pershing, a BNY Mellon company July 2014 - Present
Kimco Realty Corporation June 2011 - Present
GMAC May 2008 - June 2010
Merrill Lynch October 2006 - May 2008
Merrill Lynch January 1999 - October 2006
QED Information Systems January 1997 - January 1999
MCMASTER CARR SUPPLY CO 1994 - 1996
American Red Cross 1993 - 1993
Skills
Media Relations, Marketing Communications, Public Relations, Technical Writing, Press Release..., Dreamweaver, InDesign, Adobe Creative Suite, Web Design, PMO, Crisis Communications, Internal Communications, Social Media Marketing, Graphic Design, Digital Media, Corporate Social..., CSS Javascript, Event Planning, Certified Information..., SharePoint, Corporate Branding, Market Research, Business Strategy, AP Style, Annual Reports, Software Project..., Corporate Blogging, Agency Relationship..., Town Hall Meetings, Performance Dashboards, Photoshop, CMS, Visio, Cvent, Illustrator, PowerPoint, Budget Process, Employee Surveys, HTML 5, Newsletters, Email Marketing, Leadership, Marketing
Education
Drexel University - LeBow College of Business 1998 — 2000
MBA, Business
Mercer County Community College
Web Page, Digital/Multimedia and Information Resources Design
University of Pennsylvania
BA, English, Psychology
Pershing, a BNY Mellon company July 2014 - Present
Kimco Realty Corporation June 2011 - Present
GMAC May 2008 - June 2010
Merrill Lynch October 2006 - May 2008
Merrill Lynch January 1999 - October 2006
QED Information Systems January 1997 - January 1999
MCMASTER CARR SUPPLY CO 1994 - 1996
American Red Cross 1993 - 1993
Skills
Media Relations, Marketing Communications, Public Relations, Technical Writing, Press Release..., Dreamweaver, InDesign, Adobe Creative Suite, Web Design, PMO, Crisis Communications, Internal Communications, Social Media Marketing, Graphic Design, Digital Media, Corporate Social..., CSS Javascript, Event Planning, Certified Information..., SharePoint, Corporate Branding, Market Research, Business Strategy, AP Style, Annual Reports, Software Project..., Corporate Blogging, Agency Relationship..., Town Hall Meetings, Performance Dashboards, Photoshop, CMS, Visio, Cvent, Illustrator, PowerPoint, Budget Process, Employee Surveys, HTML 5, Newsletters, Email Marketing, Leadership, Marketing
Education
Drexel University - LeBow College of Business 1998 — 2000
MBA, Business
Mercer County Community College
Web Page, Digital/Multimedia and Information Resources Design
University of Pennsylvania
BA, English, Psychology
David Hermes's Merrill Lynch Experience May 2011 - October 2011
Job Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
BNY Mellon March 2014 - January 2015
BNY Mellon February 2013 - March 2014
JPMorgan Chase December 2011 - January 2013
Merrill Lynch May 2011 - October 2011
Skills
MS Excel, MS Office, Series 7, Management, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
BNY Mellon March 2014 - January 2015
BNY Mellon February 2013 - March 2014
JPMorgan Chase December 2011 - January 2013
Merrill Lynch May 2011 - October 2011
Skills
MS Excel, MS Office, Series 7, Management, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Matt Safern Matt Safern's Merrill Lynch Experience May 2009 - August 2009
Job Financial Analyst, Department of Medicine at Penn Medicine (University of Pennsylvania Health System)
Industry Management Consulting
Experience
Penn Medicine (University of Pennsylvania Health System) October 2014 - Present
University of Pennsylvania Health System September 2012 - Present
McBee Associates June 2011 - September 2012
Hershel's East Side Deli June 2006 - August 2012
ProOrbis LLC May 2010 - March 2011
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Office, Healthcare Consulting, Management Consulting, Healthcare Information...
Education
Drexel University - College of Business and Administration 2012 — 2015
Master of Business Administration (MBA), Finance, General
Penn State University 2007 — 2011
Bachelor's, Finance
Penn Medicine (University of Pennsylvania Health System) October 2014 - Present
University of Pennsylvania Health System September 2012 - Present
McBee Associates June 2011 - September 2012
Hershel's East Side Deli June 2006 - August 2012
ProOrbis LLC May 2010 - March 2011
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Office, Healthcare Consulting, Management Consulting, Healthcare Information...
Education
Drexel University - College of Business and Administration 2012 — 2015
Master of Business Administration (MBA), Finance, General
Penn State University 2007 — 2011
Bachelor's, Finance
Robert O'Donnell, MS, SSBB, Lean, CMMI Robert O'Donnell, MS, SSBB, Lean, CMMI's Merrill Lynch Experience January 1997 - February 2003
Job Senior Six Sigma Business Process Consultant at Drexel University Online
Industry Management Consulting
Experience
Drexel University Online January 2015 - Present
Educational Testing Service (ETS) December 2005 - Present
Mount Laurel Fire Department January 1990 - July 2010
Federal Aviation Administration (FAA) September 2003 - December 2005
Merrill Lynch January 1997 - February 2003
ADP August 1986 - April 1997
Skills
Visio, SDLC, Quality Assurance, Program Management, Business Process..., SharePoint, Six Sigma, MS Project, Business Process, Minitab, Change Management, SQL, Databases, Software Development, Project Management, Access, Leadership, Team Building, Testing, Analysis, Project Planning, Management, Training, Risk Management, CMMI, CMMI Level 5, Agile Methodolgy, Microsoft Excel, Excel Pivot, HTML, ITIL, ITIL Service Strategy, Java, Mac OS, OS X, Objective-C, PowerPoint, Quality Management..., Quality Management, RACI, RUP Methodologies, Rational Unified Process, SIPOC, Microsoft SQL Server, Tableau, Windows, Microsoft Word, iOS, Process Improvement, Business Process Mapping
Education
Drexel University - College of Business and Administration
Bachelor of Science (BS), Management Information Systems
New Jersey Institute of Technology
Masters of Science, Engineering Management
Drexel University Online January 2015 - Present
Educational Testing Service (ETS) December 2005 - Present
Mount Laurel Fire Department January 1990 - July 2010
Federal Aviation Administration (FAA) September 2003 - December 2005
Merrill Lynch January 1997 - February 2003
ADP August 1986 - April 1997
Skills
Visio, SDLC, Quality Assurance, Program Management, Business Process..., SharePoint, Six Sigma, MS Project, Business Process, Minitab, Change Management, SQL, Databases, Software Development, Project Management, Access, Leadership, Team Building, Testing, Analysis, Project Planning, Management, Training, Risk Management, CMMI, CMMI Level 5, Agile Methodolgy, Microsoft Excel, Excel Pivot, HTML, ITIL, ITIL Service Strategy, Java, Mac OS, OS X, Objective-C, PowerPoint, Quality Management..., Quality Management, RACI, RUP Methodologies, Rational Unified Process, SIPOC, Microsoft SQL Server, Tableau, Windows, Microsoft Word, iOS, Process Improvement, Business Process Mapping
Education
Drexel University - College of Business and Administration
Bachelor of Science (BS), Management Information Systems
New Jersey Institute of Technology
Masters of Science, Engineering Management
Peter Ierardi, Jr. Peter Ierardi, Jr.'s Merrill Lynch Experience September 1992 - January 2009
Job Vice President CFP(R) at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch September 1992 - January 2009
Education
Drexel University 1989 — 1990
MBA, Investments
Washington and Lee University 1982 — 1986
BS, Commerce
UBS Financial Services January 2009 - Present
Merrill Lynch September 1992 - January 2009
Education
Drexel University 1989 — 1990
MBA, Investments
Washington and Lee University 1982 — 1986
BS, Commerce
Steven Church CIA, CISA Steven Church CIA, CISA's Merrill Lynch Experience 2000 - 2005
Job Senior Quality Specialist at STERIS Corporation
Industry Medical Devices
Experience
STERIS Corporation 2011 - Present
STERIS Corporation 2010 - 2011
The Davey Tree Expert Company 2007 - 2010
Westfield Group 2005 - 2007
Merrill Lynch 2000 - 2005
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Ernst & Young 1995 - 1996
Navy Reserves and Army National Guard 1989 - 1995
Skills
Internal Audit, Internal Controls, Auditing, Medical Devices, Risk Management, Quality Auditing, Lean Manufacturing, Continuous Improvement, Cross-functional Team..., FDA, Analysis, GMP
Education
Drexel University 1993 — 1995
Bachelor of Science, Accounting
Penn State University 1991 — 1993
Accounting
STERIS Corporation 2011 - Present
STERIS Corporation 2010 - 2011
The Davey Tree Expert Company 2007 - 2010
Westfield Group 2005 - 2007
Merrill Lynch 2000 - 2005
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Ernst & Young 1995 - 1996
Navy Reserves and Army National Guard 1989 - 1995
Skills
Internal Audit, Internal Controls, Auditing, Medical Devices, Risk Management, Quality Auditing, Lean Manufacturing, Continuous Improvement, Cross-functional Team..., FDA, Analysis, GMP
Education
Drexel University 1993 — 1995
Bachelor of Science, Accounting
Penn State University 1991 — 1993
Accounting
Andrew Kardish Andrew Kardish's Merrill Lynch Experience 1997 - 1998
Job Oxygen Specialist at AMSR
Industry Import and Export
Experience
AMSR February 2015 - Present
CMS Products November 2011 - Present
LEC Group 2014 - 2014
Kardish Wealth Management 2003 - 2011
We Save Homes 2007 - 2009
SKY TECH Communications 2001 - 2007
Adams Partners 2003 - 2006
UBS 1999 - 2003
Morgan Stanley 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
S.A.L.T., International Tax, Federal Tax, Tax Counsel, Corporate Tax Planning, Tax Strategy, Recruiting, Business Development, Tax Controversy, Mergers, Business Planning, Tax, Finance, Mergers & Acquisitions, Management, Sales, Due Diligence, Negotiation, Program Management, Management Consulting, Strategic Planning, Marketing, Training, Marketing Strategy, Account Management, Start-ups, Leadership, Entrepreneurship, Contract Negotiation
Education
University of California, Irvine 2002 — 2003
Graduate, CFP
Drexel University 1979 — 1981
Business Administration and Management, General
George School 1976 — 1979
AMSR February 2015 - Present
CMS Products November 2011 - Present
LEC Group 2014 - 2014
Kardish Wealth Management 2003 - 2011
We Save Homes 2007 - 2009
SKY TECH Communications 2001 - 2007
Adams Partners 2003 - 2006
UBS 1999 - 2003
Morgan Stanley 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
S.A.L.T., International Tax, Federal Tax, Tax Counsel, Corporate Tax Planning, Tax Strategy, Recruiting, Business Development, Tax Controversy, Mergers, Business Planning, Tax, Finance, Mergers & Acquisitions, Management, Sales, Due Diligence, Negotiation, Program Management, Management Consulting, Strategic Planning, Marketing, Training, Marketing Strategy, Account Management, Start-ups, Leadership, Entrepreneurship, Contract Negotiation
Education
University of California, Irvine 2002 — 2003
Graduate, CFP
Drexel University 1979 — 1981
Business Administration and Management, General
George School 1976 — 1979
Joseph Boardwine Joseph Boardwine's Merrill Lynch Experience 2007 - 2009
Job Territory Development Manager at GearBoss by Wenger Corp
Industry Business Supplies and Equipment
Experience
GearBoss by Wenger Corporation 2013 - Present
Campbell University 2010 - 2014
Fellowship of Christian Athletes 2009 - 2010
Merrill Lynch 2007 - 2009
National High School Coaches Association 2004 - 2007
University School 2001 - 2004
Cuyahoga Valley Christian Academy 1998 - 2001
Skills
Recruiting, Sales, Business Development, Educational Leadership, Sports Coaching, Wellness Coaching, Mentoring, Team Leadership, Non-profit..., Intercollegiate..., K-12 Education, Event Management, Financial Services, Sports, Management, Coaching, Event Planning, Leadership, Marketing, Public Speaking, Strategic Planning, Fundraising, Team Building
Education
Drexel University
Master of Science (MS), Educational Leadership and Administration
Kent State University
Bachelor of Science (BS), Secondary Education and Teaching
GearBoss by Wenger Corporation 2013 - Present
Campbell University 2010 - 2014
Fellowship of Christian Athletes 2009 - 2010
Merrill Lynch 2007 - 2009
National High School Coaches Association 2004 - 2007
University School 2001 - 2004
Cuyahoga Valley Christian Academy 1998 - 2001
Skills
Recruiting, Sales, Business Development, Educational Leadership, Sports Coaching, Wellness Coaching, Mentoring, Team Leadership, Non-profit..., Intercollegiate..., K-12 Education, Event Management, Financial Services, Sports, Management, Coaching, Event Planning, Leadership, Marketing, Public Speaking, Strategic Planning, Fundraising, Team Building
Education
Drexel University
Master of Science (MS), Educational Leadership and Administration
Kent State University
Bachelor of Science (BS), Secondary Education and Teaching
Asser Guirgues's Merrill Lynch Experience January 2001 - January 2006
Job Acute Product Specialist at Thoratec Corporation
Industry Medical Devices
Experience
Thoratec October 2014 - Present
MedStar Health March 2013 - July 2014
MedStar Washington Hospital Center June 2008 - July 2014
Merrill Lynch January 2001 - January 2006
Enterprise Medical Solutions January 1998 - January 2001
Skills
Healthcare, Informatics, Medical Devices, Healthcare Management, Clinical Research, Healthcare Information..., Cardiopulmonary, ECMO, Hospitals, Medicine, Operating Room, Perfusion, Surgery, Pediatrics, Nursing, EMR, Critical Care, Cardiology, Cardiac Surgery, Community Hospitals, General Surgery, Teaching Hospitals, Healthcare Improvement, Healthcare Industry
Education
Drexel University 2006 — 2008
Bachelor of Science (B.S.), Cardiovascular Science
University of Michigan 1999 — 2001
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Saint Joseph's University 1995 — 1999
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Thoratec October 2014 - Present
MedStar Health March 2013 - July 2014
MedStar Washington Hospital Center June 2008 - July 2014
Merrill Lynch January 2001 - January 2006
Enterprise Medical Solutions January 1998 - January 2001
Skills
Healthcare, Informatics, Medical Devices, Healthcare Management, Clinical Research, Healthcare Information..., Cardiopulmonary, ECMO, Hospitals, Medicine, Operating Room, Perfusion, Surgery, Pediatrics, Nursing, EMR, Critical Care, Cardiology, Cardiac Surgery, Community Hospitals, General Surgery, Teaching Hospitals, Healthcare Improvement, Healthcare Industry
Education
Drexel University 2006 — 2008
Bachelor of Science (B.S.), Cardiovascular Science
University of Michigan 1999 — 2001
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Saint Joseph's University 1995 — 1999
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Ed Carmody's Merrill Lynch Experience 1981 - 1984
Job Director at PPT Consulting
Industry Information Technology and Services
Experience
PPT Consulting January 2014 - Present
The Judge Group August 2006 - August 2013
Elemica March 2001 - August 2006
IQ Group 1999 - 2001
Rohm and Haas Company 1984 - 1999
Merrill Lynch 1981 - 1984
Skills
IT Strategy and..., Consulting Services, Business Solutions..., Business Process..., Enterprise Architecture, Organizational..., PMO Design, Management Consulting, IT Outsourcing, B2B, B2C, SDLC, Vendor Management, Professional Services, Talent Acquisition, Integration, Software Development, Information Technology, IT Strategy, Recruiting, Program Management, Process Improvement, Business Intelligence, Business Development, Business Analysis, Strategic Planning, Internet Recruiting, Contract Recruitment, Consulting, Project Portfolio..., PMP, Cloud Computing, ERP, CRM, Strategy, Change Management, PMO, Account Management, Data Warehousing, Business Process, Staffing Services, Enterprise Software, Leadership, Requirements Analysis, SharePoint, Visio, SaaS, Start-ups, Pre-sales, Outsourcing
Education
Drexel University 1988 — 1991
MBA, Information Technology
Saint Joseph's University 1979 — 1986
BS, Management Information Systems
PPT Consulting January 2014 - Present
The Judge Group August 2006 - August 2013
Elemica March 2001 - August 2006
IQ Group 1999 - 2001
Rohm and Haas Company 1984 - 1999
Merrill Lynch 1981 - 1984
Skills
IT Strategy and..., Consulting Services, Business Solutions..., Business Process..., Enterprise Architecture, Organizational..., PMO Design, Management Consulting, IT Outsourcing, B2B, B2C, SDLC, Vendor Management, Professional Services, Talent Acquisition, Integration, Software Development, Information Technology, IT Strategy, Recruiting, Program Management, Process Improvement, Business Intelligence, Business Development, Business Analysis, Strategic Planning, Internet Recruiting, Contract Recruitment, Consulting, Project Portfolio..., PMP, Cloud Computing, ERP, CRM, Strategy, Change Management, PMO, Account Management, Data Warehousing, Business Process, Staffing Services, Enterprise Software, Leadership, Requirements Analysis, SharePoint, Visio, SaaS, Start-ups, Pre-sales, Outsourcing
Education
Drexel University 1988 — 1991
MBA, Information Technology
Saint Joseph's University 1979 — 1986
BS, Management Information Systems
Christopher Lanzilotta's Merrill Lynch Experience July 2007 - March 2009
Job Partner/Principal, Cyber Risk Services at Ernst & Young LLP
Industry Information Technology and Services
Experience
Ernst & Young LLP July 2015 - Present
AIG November 2013 - Present
Ernst & Young LLP December 2004 - June 2015
AstraZeneca December 2009 - October 2013
ING February 2009 - November 2009
MidFirst Bank March 2009 - April 2009
Merrill Lynch July 2007 - March 2009
Fannie Mae March 2006 - July 2007
Citigroup January 2006 - March 2006
Dell November 2005 - December 2005
Skills
Governance, Risk Management, Vulnerability Management, Enterprise Architecture, Information Security, Data Privacy, Business Intelligence, Master Data Management, Business Analysis, TOGAF, Secure Network..., Identity Management, Project Management, Business Development, Account Management, Data Warehousing, Business Analytics, Information Security..., Program Management, Security, Information Technology, SDLC, Lifesciences, Pharmaceutical Industry, CISSP, Business Process, Computer Security, Security Architecture..., IDS, Solution Architecture, PMO, Business Transformation, Business Process..., Intrusion Detection, IPS, Integration, Business Process Design, IT Transformation, CISM, Consulting, Management Consulting, Risk Assessment, VPN, Strategy, IT Strategy, Firewalls, Analysis, ISO 27001, Cloud Computing, Business Continuity
Education
Drexel University 1993 — 1999
BS
Cinnaminson High School 1989 — 1993
High School Diploma
Ernst & Young LLP July 2015 - Present
AIG November 2013 - Present
Ernst & Young LLP December 2004 - June 2015
AstraZeneca December 2009 - October 2013
ING February 2009 - November 2009
MidFirst Bank March 2009 - April 2009
Merrill Lynch July 2007 - March 2009
Fannie Mae March 2006 - July 2007
Citigroup January 2006 - March 2006
Dell November 2005 - December 2005
Skills
Governance, Risk Management, Vulnerability Management, Enterprise Architecture, Information Security, Data Privacy, Business Intelligence, Master Data Management, Business Analysis, TOGAF, Secure Network..., Identity Management, Project Management, Business Development, Account Management, Data Warehousing, Business Analytics, Information Security..., Program Management, Security, Information Technology, SDLC, Lifesciences, Pharmaceutical Industry, CISSP, Business Process, Computer Security, Security Architecture..., IDS, Solution Architecture, PMO, Business Transformation, Business Process..., Intrusion Detection, IPS, Integration, Business Process Design, IT Transformation, CISM, Consulting, Management Consulting, Risk Assessment, VPN, Strategy, IT Strategy, Firewalls, Analysis, ISO 27001, Cloud Computing, Business Continuity
Education
Drexel University 1993 — 1999
BS
Cinnaminson High School 1989 — 1993
High School Diploma
Jack Karakelian, CFP's Merrill Lynch Experience January 2001 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2001 - Present
Merrill Lynch 2001 - 2008
Hewlett Packard 1999 - 2001
W.L Gore & Associates 1996 - 1999
Skills
Strategic Financial..., Asset Allocation, Estate Planning, Investments, Absolute Return, Wealth Management, Tax, Finance, Portfolio Management, Management, Investment Advisory, Retirement Planning, Alternative Investments, Retirement, Banking, Investment Strategies, Business Planning, Loans
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Marketing
Drexel University
BS, Mechanical Engineering
Merrill Lynch January 2001 - Present
Merrill Lynch 2001 - 2008
Hewlett Packard 1999 - 2001
W.L Gore & Associates 1996 - 1999
Skills
Strategic Financial..., Asset Allocation, Estate Planning, Investments, Absolute Return, Wealth Management, Tax, Finance, Portfolio Management, Management, Investment Advisory, Retirement Planning, Alternative Investments, Retirement, Banking, Investment Strategies, Business Planning, Loans
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Marketing
Drexel University
BS, Mechanical Engineering
Vincent Roth's Merrill Lynch Experience November 2012 - Present
Job
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch May 2004 - October 2007
Morgan Stanley June 2002 - May 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Equities, Finance, Fixed Income, Investments, Securities, Mutual Funds, Strategic Financial..., Asset Management, Series 7, Financial Analysis, Series 63
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University 1995 — 1999
Bachelor's degree
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch May 2004 - October 2007
Morgan Stanley June 2002 - May 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Equities, Finance, Fixed Income, Investments, Securities, Mutual Funds, Strategic Financial..., Asset Management, Series 7, Financial Analysis, Series 63
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University 1995 — 1999
Bachelor's degree
Satish Natu's Merrill Lynch Experience February 1997 - January 1998
Job Senior Consultant at Citadel LLC
Industry Financial Services
Experience
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Ajay Kalaskar's Merrill Lynch Experience November 2010 - April 2011
Job Senior Systems Developer at Dupont Capital Management
Industry Financial Services
Experience
Dupont Capital Management April 2011 - Present
Merrill Lynch November 2010 - April 2011
AIG 2006 - 2010
Skills
Data Analysis, Databases, Microsoft SQL Server, Data Warehousing, Data Modeling, Unix, PL/SQL, SSIS, Oracle, SQL, SDLC, Unix Shell Scripting, ETL
Education
Drexel University - LeBow College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Oklahoma City University 2000 — 2001
Masters in Computer Science, Data Modeling/Warehousing and Database Administration
Drexel University
Dupont Capital Management April 2011 - Present
Merrill Lynch November 2010 - April 2011
AIG 2006 - 2010
Skills
Data Analysis, Databases, Microsoft SQL Server, Data Warehousing, Data Modeling, Unix, PL/SQL, SSIS, Oracle, SQL, SDLC, Unix Shell Scripting, ETL
Education
Drexel University - LeBow College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Oklahoma City University 2000 — 2001
Masters in Computer Science, Data Modeling/Warehousing and Database Administration
Drexel University
Kim Kight's Merrill Lynch Experience 1999 - 2001
Job Senior CX Technologist (Sales Consultant) at Oracle
Industry Computer Software
Experience
Oracle December 2011 - Present
RightNow Technologies December 2004 - December 2011
Thinq Learning Solutions 2002 - 2004
Merrill Lynch 1999 - 2001
Lucent Technologies May 1998 - November 1999
GTE Spacenet 1993 - 1993
Skills
SaaS, Enterprise Software, Software Project..., CRM, Sales Engineering, Integration, Cloud Computing, ITIL, Project Management, Professional Services, Business Analysis, Agile Methodologies, Pre-sales, Change Management, SharePoint, Software Development, Requirements Analysis, Program Management, Business Intelligence, PMP, SDLC, IT Strategy, Business Process
Education
Drexel University 1994 — 1998
Montgomery Blair High School
Oracle December 2011 - Present
RightNow Technologies December 2004 - December 2011
Thinq Learning Solutions 2002 - 2004
Merrill Lynch 1999 - 2001
Lucent Technologies May 1998 - November 1999
GTE Spacenet 1993 - 1993
Skills
SaaS, Enterprise Software, Software Project..., CRM, Sales Engineering, Integration, Cloud Computing, ITIL, Project Management, Professional Services, Business Analysis, Agile Methodologies, Pre-sales, Change Management, SharePoint, Software Development, Requirements Analysis, Program Management, Business Intelligence, PMP, SDLC, IT Strategy, Business Process
Education
Drexel University 1994 — 1998
Montgomery Blair High School
Michael Kozarez's Merrill Lynch Experience November 1998 - June 2000
Job Senior Consultant – Application/SOA Architect
Industry Computer Software
Experience
Aetna January 2013 - Present
Comcast January 2012 - December 2012
Aetna July 2010 - December 2011
Zoombak September 2007 - June 2010
City of Philadelphia MAYOR’S OFFICE January 2007 - September 2007
EIGENSCHAFT GLASS INC July 2005 - December 2006
Aetna June 2000 - June 2005
Merrill Lynch November 1998 - June 2000
TOKAI FINANCIAL SERVICES January 1998 - November 1998
DIALCAR May 1997 - December 1997
Skills
SOA, Integration, Software Development, Agile Methodologies, Requirements Analysis, Web Services, Software Engineering, System Architecture, Visio, Business Analysis, Telecommunications, Product Management, Enterprise Architecture, Project Management, Solution Architecture, Unix, Java Enterprise Edition, SDLC, .NET, Microsoft SQL Server, Databases
Education
Drexel University 1985 — 1991
BS, Physics and Atmospheric Sciences
Drexel University 1985 — 1991
Physics, Theoretical and Mathematical Physics
Aetna January 2013 - Present
Comcast January 2012 - December 2012
Aetna July 2010 - December 2011
Zoombak September 2007 - June 2010
City of Philadelphia MAYOR’S OFFICE January 2007 - September 2007
EIGENSCHAFT GLASS INC July 2005 - December 2006
Aetna June 2000 - June 2005
Merrill Lynch November 1998 - June 2000
TOKAI FINANCIAL SERVICES January 1998 - November 1998
DIALCAR May 1997 - December 1997
Skills
SOA, Integration, Software Development, Agile Methodologies, Requirements Analysis, Web Services, Software Engineering, System Architecture, Visio, Business Analysis, Telecommunications, Product Management, Enterprise Architecture, Project Management, Solution Architecture, Unix, Java Enterprise Edition, SDLC, .NET, Microsoft SQL Server, Databases
Education
Drexel University 1985 — 1991
BS, Physics and Atmospheric Sciences
Drexel University 1985 — 1991
Physics, Theoretical and Mathematical Physics
Gino D'Amelio, CIMA®'s Merrill Lynch Experience October 2000 - September 2004
Job Vice President, Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock March 2005 - Present
Fred Alger Management September 2004 - March 2005
Merrill Lynch October 2000 - September 2004
Skills
Separately Managed..., ETFs, Mutual Funds, Alternative Investments, Risk Management, portfolio constuction, social security Planning, Retirement Planning, Uniform Combined State..., Asset Allocation, Fixed Income, Wealth Management, Investment Advisory, Asset Managment, Series 7, Portfolio Management, Investments, Wealth Management..., Copywriting, Retirement, 401k, Pensions, Asset Management, Bonds, Equities, FINRA, Finance, Financial Advisory, Financial Services, Hedge Funds, High Net Worth..., Investment Management, Investment Strategies, Securities, Series 6, Series 63, Series 65, Financial Markets, Options, Institutional, Structured Products, Capital Markets, Investment Advisory..., Institutional...
Education
Rider University 1998 — 2000
B.S., Finance
Drexel University - College of Business and Administration 1996 — 1998
Finance
BlackRock March 2005 - Present
Fred Alger Management September 2004 - March 2005
Merrill Lynch October 2000 - September 2004
Skills
Separately Managed..., ETFs, Mutual Funds, Alternative Investments, Risk Management, portfolio constuction, social security Planning, Retirement Planning, Uniform Combined State..., Asset Allocation, Fixed Income, Wealth Management, Investment Advisory, Asset Managment, Series 7, Portfolio Management, Investments, Wealth Management..., Copywriting, Retirement, 401k, Pensions, Asset Management, Bonds, Equities, FINRA, Finance, Financial Advisory, Financial Services, Hedge Funds, High Net Worth..., Investment Management, Investment Strategies, Securities, Series 6, Series 63, Series 65, Financial Markets, Options, Institutional, Structured Products, Capital Markets, Investment Advisory..., Institutional...
Education
Rider University 1998 — 2000
B.S., Finance
Drexel University - College of Business and Administration 1996 — 1998
Finance
Tara Arent's Merrill Lynch Experience August 2014 - Present
Job at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch August 2014 - Present
Dow Jones July 2013 - July 2014
Free For All Incorporated July 2012 - July 2013
ARI January 2009 - July 2012
CDI November 2007 - February 2008
Ballard Spahr Andrews & Ingersoll, LLP 2008 - 2008
Spherion 2008 - 2008
Skills
C#, VB.NET, Web Services, ASP.NET, SQL, XML, SOA, Visual Studio, Services Development, IIS, SQL Server, SSRS, .NET, Crystal Reports, Visual Basic, Application Development, PL/SQL, JavaScript, Databases, T-SQL, J2EE, Software Development, ASP, SDLC, jQuery, WCF Services, JSON, JSONP, Oracle, HTML5, Multi-threaded..., AJAX, Microsoft SQL Server, node.js, TFS, WCF, LINQ, REST, Application Architecture, Cloud Computing, Agile Methodologies, Stored Procedures, OOP, Web Development, Enterprise Architecture, E-commerce, Python, PHP, XSLT, MongoDB
Education
Drexel University 2011 — 2013
MS, Information Systems
University of Pennsylvania 1994 — 1995
MS, Biochemistry
Rutgers, The State University of New Jersey-Camden 1991 — 1995
BA, biology
Merrill Lynch August 2014 - Present
Dow Jones July 2013 - July 2014
Free For All Incorporated July 2012 - July 2013
ARI January 2009 - July 2012
CDI November 2007 - February 2008
Ballard Spahr Andrews & Ingersoll, LLP 2008 - 2008
Spherion 2008 - 2008
Skills
C#, VB.NET, Web Services, ASP.NET, SQL, XML, SOA, Visual Studio, Services Development, IIS, SQL Server, SSRS, .NET, Crystal Reports, Visual Basic, Application Development, PL/SQL, JavaScript, Databases, T-SQL, J2EE, Software Development, ASP, SDLC, jQuery, WCF Services, JSON, JSONP, Oracle, HTML5, Multi-threaded..., AJAX, Microsoft SQL Server, node.js, TFS, WCF, LINQ, REST, Application Architecture, Cloud Computing, Agile Methodologies, Stored Procedures, OOP, Web Development, Enterprise Architecture, E-commerce, Python, PHP, XSLT, MongoDB
Education
Drexel University 2011 — 2013
MS, Information Systems
University of Pennsylvania 1994 — 1995
MS, Biochemistry
Rutgers, The State University of New Jersey-Camden 1991 — 1995
BA, biology
Rushabh Gandhi's Merrill Lynch Experience February 2008 - August 2008
Job QA Team Lead at TD
Industry Information Technology and Services
Experience
TD December 2013 - Present
TD Bank NA May 2010 - Present
Compucom February 2010 - May 2010
TD Bank February 2009 - February 2010
Solomon Page Technology Partners August 2008 - February 2009
Merrill Lynch February 2008 - August 2008
IBM Global Services 2007 - 2008
Compucom Systems Inc 2004 - 2007
Glaxo Smithkline June 2000 - July 2004
GlaxoSmithKline 2000 - 2004
Skills
Application..., Business Analysis, SDLC, ITIL, Disaster Recovery, Vendor Management, IT Strategy, VMware, Active Directory, Enterprise Architecture, Integration, SharePoint, Virtualization, Citrix, Windows Server, Visio, Requirements Analysis, SQL, Project Management, Six Sigma, SCCM, Software Distribution, IT Management, Solution Architecture, System Deployment
Education
Immaculata University 2002 — 2007
BA, Computer Information Systems
Drexel University 1995 — 1997
DPYA 1977 — 1988
TD December 2013 - Present
TD Bank NA May 2010 - Present
Compucom February 2010 - May 2010
TD Bank February 2009 - February 2010
Solomon Page Technology Partners August 2008 - February 2009
Merrill Lynch February 2008 - August 2008
IBM Global Services 2007 - 2008
Compucom Systems Inc 2004 - 2007
Glaxo Smithkline June 2000 - July 2004
GlaxoSmithKline 2000 - 2004
Skills
Application..., Business Analysis, SDLC, ITIL, Disaster Recovery, Vendor Management, IT Strategy, VMware, Active Directory, Enterprise Architecture, Integration, SharePoint, Virtualization, Citrix, Windows Server, Visio, Requirements Analysis, SQL, Project Management, Six Sigma, SCCM, Software Distribution, IT Management, Solution Architecture, System Deployment
Education
Immaculata University 2002 — 2007
BA, Computer Information Systems
Drexel University 1995 — 1997
DPYA 1977 — 1988
Gerry Pitts's Merrill Lynch Experience July 2010 - Present
Job Consultant Software Engineer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch July 2010 - Present
OpenTV October 1998 - April 2009
KMART March 1998 - September 1998
AW COMPUTER SYSTEMS July 1997 - March 1998
AYDIN TELECOM October 1995 - June 1997
VISIONTEL September 1993 - October 1995
Checkpoint Systems November 1991 - September 1993
Education
Drexel University
BS, Electrical Engineering
Merrill Lynch July 2010 - Present
OpenTV October 1998 - April 2009
KMART March 1998 - September 1998
AW COMPUTER SYSTEMS July 1997 - March 1998
AYDIN TELECOM October 1995 - June 1997
VISIONTEL September 1993 - October 1995
Checkpoint Systems November 1991 - September 1993
Education
Drexel University
BS, Electrical Engineering
Lance Roth's Merrill Lynch Experience 2000 - 2004
Job Director at JVB Financial, LLC.
Industry Investment Banking
Experience
JVB Financial Inc., formerly known as C&CO Prince Ridge LLC September 2009 - Present
Loyola University Maryland 1997 - 2012
Rotherwood Partners June 2008 - August 2009
Cohen and Company January 2006 - March 2009
Maid Stone 2008 - 2009
Shattuck Hammond Partners 2005 - January 2006
Galen Capital Group 2004 - 2005
Merrill Lynch 2000 - 2004
Mid atlantic venture assoc. 1996 - 2003
Syndicated Research Assoc. 1998 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Advisory, Structured Finance, Mutual Funds, Strategic Planning, Loans, Finance, Management, Credit, Funding, Mergers & Acquisitions, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Investments, Fixed Income, Valuation, Venture Capital, Financial Analysis, Capital Markets, Strategy, Consulting, Hedge Funds, Asset Management, Alternative Investments, Start-ups, Securities
Education
Harvard Business School 1997 — 1997
Post Grad, Finance -Private equity
Loyola University Maryland 1989 — 1991
MSF, Finance
Drexel University 1979 — 1984
BS, Finance
Drexel University - College of Business and Administration 1979 — 1984
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Baltimore Polytechnic Institute 1976 — 1979
High School, Baltimore Polytechnic Institute
JVB Financial Inc., formerly known as C&CO Prince Ridge LLC September 2009 - Present
Loyola University Maryland 1997 - 2012
Rotherwood Partners June 2008 - August 2009
Cohen and Company January 2006 - March 2009
Maid Stone 2008 - 2009
Shattuck Hammond Partners 2005 - January 2006
Galen Capital Group 2004 - 2005
Merrill Lynch 2000 - 2004
Mid atlantic venture assoc. 1996 - 2003
Syndicated Research Assoc. 1998 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Advisory, Structured Finance, Mutual Funds, Strategic Planning, Loans, Finance, Management, Credit, Funding, Mergers & Acquisitions, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Investments, Fixed Income, Valuation, Venture Capital, Financial Analysis, Capital Markets, Strategy, Consulting, Hedge Funds, Asset Management, Alternative Investments, Start-ups, Securities
Education
Harvard Business School 1997 — 1997
Post Grad, Finance -Private equity
Loyola University Maryland 1989 — 1991
MSF, Finance
Drexel University 1979 — 1984
BS, Finance
Drexel University - College of Business and Administration 1979 — 1984
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Baltimore Polytechnic Institute 1976 — 1979
High School, Baltimore Polytechnic Institute
Darshil Amin's Merrill Lynch Experience January 2012 - Present
Job Java/Java Swing Developer
Industry Financial Services
Experience
Millennium Management July 2014 - Present
Merrill Lynch January 2012 - Present
Instinet Incorporated October 2009 - January 2012
Knight Capital Group August 2008 - October 2009
GL Trade - (formerly FNX Capital Market Solutions) April 2007 - July 2008
NASA Ames Research Center September 2003 - December 2005
Skills
Options, FX, Java Swing, SQL, Java, Fixed Income, Algorithms, FX Options, Programming, SDLC, Swing
Education
Drexel University 2001 — 2007
Bachelor, Computer Science
Millennium Management July 2014 - Present
Merrill Lynch January 2012 - Present
Instinet Incorporated October 2009 - January 2012
Knight Capital Group August 2008 - October 2009
GL Trade - (formerly FNX Capital Market Solutions) April 2007 - July 2008
NASA Ames Research Center September 2003 - December 2005
Skills
Options, FX, Java Swing, SQL, Java, Fixed Income, Algorithms, FX Options, Programming, SDLC, Swing
Education
Drexel University 2001 — 2007
Bachelor, Computer Science
Denise Myers's Merrill Lynch Experience September 2009 - March 2011
Job Experienced Business Development and Marketing Strategist focused on Tech
Industry Computer Software
Experience
D2C Consulting January 2015 - Present
EyeVerify August 2013 - January 2015
Nuance Communications February 2013 - August 2013
Nuance Communications June 2012 - February 2013
Vlingo September 2011 - June 2012
Compass Intelligence March 2011 - September 2011
Merrill Lynch September 2009 - March 2011
Kansas Sampler May 2009 - August 2009
Protocol Marketing October 2008 - January 2009
Embarq January 2008 - October 2008
Skills
Strategic Planning, Analysis, Marketing Management, Market Planning, B2B, Competitive Analysis, Marketing Strategy, Market Research, Product Management, Product Marketing, Business Development, Strategy, Data Analysis, Marketing, Budgets, Advertising, Business Planning, Mobile Devices, New Business Development, CRM, Segmentation, Telecommunications, Program Management, Management, Sales Operations, Leadership, Start-ups, Project Management, Sales, Team Building, Training, Pricing, Strategic Partnerships
Education
Drexel University - LeBow College of Business 1996 — 1999
BA, Accounting
Kansas State University 1995 — 1996
Bachelors of Science, Accounting
Shawnee Mission East 1991 — 1995
diploma
D2C Consulting January 2015 - Present
EyeVerify August 2013 - January 2015
Nuance Communications February 2013 - August 2013
Nuance Communications June 2012 - February 2013
Vlingo September 2011 - June 2012
Compass Intelligence March 2011 - September 2011
Merrill Lynch September 2009 - March 2011
Kansas Sampler May 2009 - August 2009
Protocol Marketing October 2008 - January 2009
Embarq January 2008 - October 2008
Skills
Strategic Planning, Analysis, Marketing Management, Market Planning, B2B, Competitive Analysis, Marketing Strategy, Market Research, Product Management, Product Marketing, Business Development, Strategy, Data Analysis, Marketing, Budgets, Advertising, Business Planning, Mobile Devices, New Business Development, CRM, Segmentation, Telecommunications, Program Management, Management, Sales Operations, Leadership, Start-ups, Project Management, Sales, Team Building, Training, Pricing, Strategic Partnerships
Education
Drexel University - LeBow College of Business 1996 — 1999
BA, Accounting
Kansas State University 1995 — 1996
Bachelors of Science, Accounting
Shawnee Mission East 1991 — 1995
diploma
Andrea Cafferty's Merrill Lynch Experience February 2008 - Present
Job Project Manager for Design and Construction Projects
Industry Design
Experience
Merrill Lynch February 2008 - Present
Education
Drexel University
Merrill Lynch February 2008 - Present
Education
Drexel University
Jeffrey R. Miller CPA, CGMA's Merrill Lynch Experience February 2006 - April 2007
Job Associate Director Finance at Impax Laboratories
Industry Pharmaceuticals
Experience
Impax Laboratories September 2014 - Present
Impax Laboratories March 2010 - September 2014
Impax Laboratories April 2007 - March 2010
Merrill Lynch February 2006 - April 2007
Exelon November 2004 - February 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Analysis, Excel, Compliance, Microsoft Excel, GAAP, SEC filings, Revenue Recognition, Management, Financial Statements, Internal Controls, CPA, US GAAP, SAP, Sarbanes-Oxley, Accounts Receivable, General Ledger, Variance Analysis, Cash Flow, Fixed Assets, Sarbanes-Oxley Act
Education
Drexel University - College of Business and Administration 1987 — 1992
Bachelor of Science, Accounting
Impax Laboratories September 2014 - Present
Impax Laboratories March 2010 - September 2014
Impax Laboratories April 2007 - March 2010
Merrill Lynch February 2006 - April 2007
Exelon November 2004 - February 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Analysis, Excel, Compliance, Microsoft Excel, GAAP, SEC filings, Revenue Recognition, Management, Financial Statements, Internal Controls, CPA, US GAAP, SAP, Sarbanes-Oxley, Accounts Receivable, General Ledger, Variance Analysis, Cash Flow, Fixed Assets, Sarbanes-Oxley Act
Education
Drexel University - College of Business and Administration 1987 — 1992
Bachelor of Science, Accounting
Bob Durbin's Merrill Lynch Experience September 1999 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1999 - Present
Colonial Penn Insurance September 1997 - September 1999
Shared Medical Systems June 1992 - September 1997
Skills
Systems Analysis, Application Architecture, Project Managers, Developers, SDLC, Vendor Management, Portfolio Management, Enterprise Architecture, Business Analysis, IT Strategy, Program Management, Risk Management, Software Project..., Requirements Analysis, SOA, Integration, Leadership, Inspiring People, Management, Governance, Resource Management, E-commerce, IT Management, Quality Assurance, Testing, Mergers & Acquisitions, Web Applications, CRM, Strategy, Cross-functional Team..., Information Technology, Team Management, Project Portfolio..., Financial Services, Business Intelligence
Education
Drexel University 1994 — 1998
M.S., Information Systems
Villanova University 1988 — 1992
B.S., Major in Computer Science, Minor in Philosophy
Merrill Lynch September 1999 - Present
Colonial Penn Insurance September 1997 - September 1999
Shared Medical Systems June 1992 - September 1997
Skills
Systems Analysis, Application Architecture, Project Managers, Developers, SDLC, Vendor Management, Portfolio Management, Enterprise Architecture, Business Analysis, IT Strategy, Program Management, Risk Management, Software Project..., Requirements Analysis, SOA, Integration, Leadership, Inspiring People, Management, Governance, Resource Management, E-commerce, IT Management, Quality Assurance, Testing, Mergers & Acquisitions, Web Applications, CRM, Strategy, Cross-functional Team..., Information Technology, Team Management, Project Portfolio..., Financial Services, Business Intelligence
Education
Drexel University 1994 — 1998
M.S., Information Systems
Villanova University 1988 — 1992
B.S., Major in Computer Science, Minor in Philosophy
Mark Lipacis's Merrill Lynch Experience September 1997 - February 2003
Job Managing Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2007 - Present
Prudential Equity Group March 2003 - June 2007
Merrill Lynch September 1997 - February 2003
Booz & Company March 1994 - September 1997
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, Business
Drexel University 1988 — 1991
MSEE, Communications, Systems, Computers
Morgan Stanley July 2007 - Present
Prudential Equity Group March 2003 - June 2007
Merrill Lynch September 1997 - February 2003
Booz & Company March 1994 - September 1997
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, Business
Drexel University 1988 — 1991
MSEE, Communications, Systems, Computers
Charece Martin's Merrill Lynch Experience April 2013 - Present
Job Relationship Support Manager/ Retirement Planning Analyst at Stiles Financial Services, Inc.
Industry Financial Services
Experience
Stiles Financial Services, Inc. August 2015 - Present
Merrill Lynch April 2013 - Present
US Marine October 1997 - Present
US MARINE CORPS RESERVES November 2010 - April 2013
Merrill Lynch January 2006 - April 2013
US MARINE CORPS RESERVES November 2008 - November 2010
US MARINE CORPS RESERVES April 2007 - November 2008
US MARINE CORPS RESERVES June 2006 - May 2007
US MARINE CORPS RESERVES May 2005 - May 2006
Morgan Stanley May 2005 - January 2006
Skills
Analysis, Military Operations, Counterterrorism, Logistics, Operations Management, Security Clearance, Information Assurance, Human Resources, Team Leadership, Management, Security Operations, Project Planning, Customer Service, Operational Risk..., Afghanistan, Security, Training, Program Management, Public Speaking, Military, DoD, Command, Strategic Planning, Policy, Leadership, Project Management, Government, Cross-functional Team..., Leadership Development, Research, Operational Planning, Military Experience, Defense, Intelligence, National Security
Education
Webster University 2012 — 2015
MS, International Relations and Affairs
Drexel University 1993 — 1997
Bachelor's Degree, INTERNATIONAL AREA STUDIES
Universidad de Guadalajara 1995 — 1996
Spanish, Foreign Studies
Stiles Financial Services, Inc. August 2015 - Present
Merrill Lynch April 2013 - Present
US Marine October 1997 - Present
US MARINE CORPS RESERVES November 2010 - April 2013
Merrill Lynch January 2006 - April 2013
US MARINE CORPS RESERVES November 2008 - November 2010
US MARINE CORPS RESERVES April 2007 - November 2008
US MARINE CORPS RESERVES June 2006 - May 2007
US MARINE CORPS RESERVES May 2005 - May 2006
Morgan Stanley May 2005 - January 2006
Skills
Analysis, Military Operations, Counterterrorism, Logistics, Operations Management, Security Clearance, Information Assurance, Human Resources, Team Leadership, Management, Security Operations, Project Planning, Customer Service, Operational Risk..., Afghanistan, Security, Training, Program Management, Public Speaking, Military, DoD, Command, Strategic Planning, Policy, Leadership, Project Management, Government, Cross-functional Team..., Leadership Development, Research, Operational Planning, Military Experience, Defense, Intelligence, National Security
Education
Webster University 2012 — 2015
MS, International Relations and Affairs
Drexel University 1993 — 1997
Bachelor's Degree, INTERNATIONAL AREA STUDIES
Universidad de Guadalajara 1995 — 1996
Spanish, Foreign Studies
Jim Hildrew's Merrill Lynch Experience August 2010 - Present
Job PERF MEASUREMENT MGR at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Merrill Lynch April 2005 - August 2010
Deutsche Bank 1999 - 2005
Deutsche Asset Management 1999 - 2005
Princeton Financial Systems 1997 - 1998
Education
Drexel University 1994 — 1997
MS, Accounting
Marist College 1987 — 1991
Merrill Lynch August 2010 - Present
Merrill Lynch April 2005 - August 2010
Deutsche Bank 1999 - 2005
Deutsche Asset Management 1999 - 2005
Princeton Financial Systems 1997 - 1998
Education
Drexel University 1994 — 1997
MS, Accounting
Marist College 1987 — 1991
Dan Donohoe's Merrill Lynch Experience December 1987 - February 2009
Job Managing Director at CBRE
Industry Real Estate
Experience
CBRE May 2013 - Present
Citi June 2011 - January 2013
CB Richard Ellis July 2009 - June 2011
Merrill Lynch December 1987 - February 2009
Skills
Facilities Management, Corporate Real Estate, Team Building, Leadership, Vendor Management, Asset Managment, Portfolio Management, Real Estate, Project Management, Management, Strategic Planning, Contract Management, Mergers & Acquisitions, Budgets, Construction, Asset Management, Strategy, Operations Management, Negotiation, Process Improvement, Risk Management, Procurement, Financial Services, Program Management, Business Development, Contract Negotiation, Outsourcing, Business Strategy, Business Process..., Financial Analysis, Change Management, Project Planning, Investments, Banking, Cross-functional Team..., Team Leadership, Executive Management, New Business Development, Construction Management, Business Analysis, Project Delivery, Commercial Real Estate, Finance, Analysis, Business Planning, Real Estate Development, Forecasting, CRM, Due Diligence, Management Consulting
Education
Drexel University 1982 — 1985
BS, Interior Design
CBRE May 2013 - Present
Citi June 2011 - January 2013
CB Richard Ellis July 2009 - June 2011
Merrill Lynch December 1987 - February 2009
Skills
Facilities Management, Corporate Real Estate, Team Building, Leadership, Vendor Management, Asset Managment, Portfolio Management, Real Estate, Project Management, Management, Strategic Planning, Contract Management, Mergers & Acquisitions, Budgets, Construction, Asset Management, Strategy, Operations Management, Negotiation, Process Improvement, Risk Management, Procurement, Financial Services, Program Management, Business Development, Contract Negotiation, Outsourcing, Business Strategy, Business Process..., Financial Analysis, Change Management, Project Planning, Investments, Banking, Cross-functional Team..., Team Leadership, Executive Management, New Business Development, Construction Management, Business Analysis, Project Delivery, Commercial Real Estate, Finance, Analysis, Business Planning, Real Estate Development, Forecasting, CRM, Due Diligence, Management Consulting
Education
Drexel University 1982 — 1985
BS, Interior Design
Libbey Flynn's Merrill Lynch Experience September 1998 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Merrill Lynch September 1998 - Present
Automatic Data Processing March 1992 - September 1998
Education
Drexel University
Business Management
Villanova University
Master's Certificate in Project Management - Information Systems and Technology
Villanova University
Six Sigma Green Belt Certificate
Merrill Lynch September 1998 - Present
Automatic Data Processing March 1992 - September 1998
Education
Drexel University
Business Management
Villanova University
Master's Certificate in Project Management - Information Systems and Technology
Villanova University
Six Sigma Green Belt Certificate
Sam Country's Merrill Lynch Experience 2004 - 2009
Job Chief Financial Officer at Shared Imaging, LLC
Industry Financial Services
Experience
Shared Imaging, LLC October 2013 - Present
SJ Financial Consulting August 2012 - October 2013
Ares Management 2009 - 2012
Merrill Lynch 2004 - 2009
Imperial Food Service, Inc. 2003 - 2004
Savista Corporation (formerly eMac Digital, LLC) 2001 - 2003
Positions listed below 1991 - 2003
McDonald's Partner Brands 2000 - 2001
McDonald's Corporation 1991 - 2000
Coopers & Lybrand 1990 - 1991
Skills
Multi-Unit Retail, Cash Management, Real Estate Economics, GAAP, Start-ups, Restructuring, Business Transformation, Turnaround, Food Service..., Technology, Financial Services, Commercial Lending, Business Strategy, Financial Leadership, Risk Management, Accounting, Regulated Banking..., Real Estate Finance, Technology Start Up, Real Estate Investment, Partnerships, Restructuring and..., Joint Ventures, REIT Compliance, Tax Planning, Board and Investor..., M&A experience, Leadership, Due Diligence, Financial Analysis
Education
Drexel University
BS, Business Administration, Accounting
Shared Imaging, LLC October 2013 - Present
SJ Financial Consulting August 2012 - October 2013
Ares Management 2009 - 2012
Merrill Lynch 2004 - 2009
Imperial Food Service, Inc. 2003 - 2004
Savista Corporation (formerly eMac Digital, LLC) 2001 - 2003
Positions listed below 1991 - 2003
McDonald's Partner Brands 2000 - 2001
McDonald's Corporation 1991 - 2000
Coopers & Lybrand 1990 - 1991
Skills
Multi-Unit Retail, Cash Management, Real Estate Economics, GAAP, Start-ups, Restructuring, Business Transformation, Turnaround, Food Service..., Technology, Financial Services, Commercial Lending, Business Strategy, Financial Leadership, Risk Management, Accounting, Regulated Banking..., Real Estate Finance, Technology Start Up, Real Estate Investment, Partnerships, Restructuring and..., Joint Ventures, REIT Compliance, Tax Planning, Board and Investor..., M&A experience, Leadership, Due Diligence, Financial Analysis
Education
Drexel University
BS, Business Administration, Accounting
Mary Kopnicky's Merrill Lynch Experience July 1986 - July 2008
Job Director of Financial Planning & Analysis at Ascensus
Industry Financial Services
Experience
Ascensus October 2009 - Present
Merrill Lynch July 1986 - July 2008
Manufacturers Hanover Trust January 1985 - June 1986
Laventhol & Horwath 1982 - 1984
Skills
Financial Analysis, Mergers & Acquisitions, Budgets, Forecasting, Business Analysis, Accounting, Strategic Planning, Analysis, Strategic Financial..., Financial Modeling, Finance, Analytics, Leadership, Due Diligence, Internal Controls, Investments, Executive Management, Corporate Finance, Financial Reporting, Risk Management, Managerial Finance, Financial Planning, Private Clients, CPA, Financial Planners
Education
University of Notre Dame 1978 — 1982
BBA, Accounting
Drexel University
Masters - MS, Finance - Investments
Ascensus October 2009 - Present
Merrill Lynch July 1986 - July 2008
Manufacturers Hanover Trust January 1985 - June 1986
Laventhol & Horwath 1982 - 1984
Skills
Financial Analysis, Mergers & Acquisitions, Budgets, Forecasting, Business Analysis, Accounting, Strategic Planning, Analysis, Strategic Financial..., Financial Modeling, Finance, Analytics, Leadership, Due Diligence, Internal Controls, Investments, Executive Management, Corporate Finance, Financial Reporting, Risk Management, Managerial Finance, Financial Planning, Private Clients, CPA, Financial Planners
Education
University of Notre Dame 1978 — 1982
BBA, Accounting
Drexel University
Masters - MS, Finance - Investments
Marti Cook's Merrill Lynch Experience 2006 - 2006
Job SAP Training Developer/Trainer PM, SD, PS, FI, CRM, MM, HR, QM
Industry Information Technology and Services
Experience
McNeil Consumer Healthcare April 2012 - Present
Turner Construction January 2011 - April 2012
Estee Lauder January 2010 - January 2011
US Army (G-ARMY) 2008 - 2010
US Army (LMP) 2008 - 2009
Rockwell Automation 2006 - 2008
Merrill Lynch 2006 - 2006
Lockheed Martin 2006 - 2006
US Army (LMP) 2005 - 2006
Schering-Plough Pharmaceuticals 2005 - 2005
Skills
SAP, Siebel, Uperform, Change Management, Testing, Instructional Design, Project Systems, CRM, CBT, Process Mapping, ILT, SAP SD, SAP PP, uPerform, Business Process Mapping, ERP, SAP MM, Requirements Analysis, Software Documentation, Business Process, Materials Management, Business Analysis, SAP PS, SAP HR, Business Intelligence, SAP R/3, Training, Project Management, Process Improvement, Integration, Business Process..., Program Management, Team Leadership, SAP Implementation, SAP ERP
Education
Drexel University 1981 — 1986
Bachelor of Science (BS), Communications
McNeil Consumer Healthcare April 2012 - Present
Turner Construction January 2011 - April 2012
Estee Lauder January 2010 - January 2011
US Army (G-ARMY) 2008 - 2010
US Army (LMP) 2008 - 2009
Rockwell Automation 2006 - 2008
Merrill Lynch 2006 - 2006
Lockheed Martin 2006 - 2006
US Army (LMP) 2005 - 2006
Schering-Plough Pharmaceuticals 2005 - 2005
Skills
SAP, Siebel, Uperform, Change Management, Testing, Instructional Design, Project Systems, CRM, CBT, Process Mapping, ILT, SAP SD, SAP PP, uPerform, Business Process Mapping, ERP, SAP MM, Requirements Analysis, Software Documentation, Business Process, Materials Management, Business Analysis, SAP PS, SAP HR, Business Intelligence, SAP R/3, Training, Project Management, Process Improvement, Integration, Business Process..., Program Management, Team Leadership, SAP Implementation, SAP ERP
Education
Drexel University 1981 — 1986
Bachelor of Science (BS), Communications
Kevork Mesrobian's Merrill Lynch Experience July 2006 - September 2008
Job Associate, Brookfield
Industry Real Estate
Experience
Brookfield Property Partners January 2013 - Present
Brookfield Properties July 2011 - December 2013
Brookfield Properties November 2008 - June 2011
Merrill Lynch July 2006 - September 2008
Skills
Financial Modeling, Acquisitions, Investments, Real Estate Financing, Underwriting, Asset Management, Leases, Dispositions, Market Research, Business Analysis, IT Strategy, SDLC, Requirements Analysis, Vendor Management, SharePoint, Business Intelligence, Program Management, Business Process, Business Process..., Management, Enterprise Architecture, Architecture, Visio, Requirements Gathering, Project Management, Agile Methodologies, Solution Architecture, Business Architecture, Commercial Real Estate, Information Systems, Acquisition Integration, SQL, CRM, Microsoft SQL Server, PMP, Project Portfolio..., ITIL, Software Project..., IT Management, IT Service Management, PMO, Integration, Analysis, Leadership, Financial Analysis, Microsoft Office, Valuation, Budgets
Education
New York University 2010 — 2014
Master of Science (MS), Real Estate Finance and Investment
Drexel University 2002 — 2006
Bachelor of Science (B.S.), Information Systems
Brookfield Property Partners January 2013 - Present
Brookfield Properties July 2011 - December 2013
Brookfield Properties November 2008 - June 2011
Merrill Lynch July 2006 - September 2008
Skills
Financial Modeling, Acquisitions, Investments, Real Estate Financing, Underwriting, Asset Management, Leases, Dispositions, Market Research, Business Analysis, IT Strategy, SDLC, Requirements Analysis, Vendor Management, SharePoint, Business Intelligence, Program Management, Business Process, Business Process..., Management, Enterprise Architecture, Architecture, Visio, Requirements Gathering, Project Management, Agile Methodologies, Solution Architecture, Business Architecture, Commercial Real Estate, Information Systems, Acquisition Integration, SQL, CRM, Microsoft SQL Server, PMP, Project Portfolio..., ITIL, Software Project..., IT Management, IT Service Management, PMO, Integration, Analysis, Leadership, Financial Analysis, Microsoft Office, Valuation, Budgets
Education
New York University 2010 — 2014
Master of Science (MS), Real Estate Finance and Investment
Drexel University 2002 — 2006
Bachelor of Science (B.S.), Information Systems
Andrew Kennedy, CPCU MBA's Merrill Lynch Experience June 2008 - August 2008
Job Business Development, Corporate Strategy, Entrepreneur
Industry Financial Services
Experience
Axcel Capital Group August 2015 - Present
ACE Group July 2011 - August 2015
ARK Innovations LLC 2011 - August 2015
United States Department of Agriculture June 2009 - May 2011
Washington College 2006 - 2009
Merrill Lynch June 2008 - August 2008
Skills
Finance, Economics, Financial Analysis, Financial Risk, Financial Modeling, Risk Management, Analysis, Microsoft Office, Microsoft Excel, Data Analysis, Insurance, Research, PowerPoint, Public Speaking, Access, Portfolio Management, Series 7, Microsoft Certified..., Bloomberg, Investments, Strategic Financial..., Government
Education
Drexel University - LeBow College of Business 2010 — 2012
MBA, Finance, Entrepreneurship, 3.95 GPA
Washington College 2006 — 2009
B.A., Economics
Axcel Capital Group August 2015 - Present
ACE Group July 2011 - August 2015
ARK Innovations LLC 2011 - August 2015
United States Department of Agriculture June 2009 - May 2011
Washington College 2006 - 2009
Merrill Lynch June 2008 - August 2008
Skills
Finance, Economics, Financial Analysis, Financial Risk, Financial Modeling, Risk Management, Analysis, Microsoft Office, Microsoft Excel, Data Analysis, Insurance, Research, PowerPoint, Public Speaking, Access, Portfolio Management, Series 7, Microsoft Certified..., Bloomberg, Investments, Strategic Financial..., Government
Education
Drexel University - LeBow College of Business 2010 — 2012
MBA, Finance, Entrepreneurship, 3.95 GPA
Washington College 2006 — 2009
B.A., Economics
Michael Delligatti's Merrill Lynch Experience February 2008 - October 2008
Job Client Value Manager at AlliedBarton Security Services
Industry Financial Services
Experience
AlliedBarton Security Services June 2014 - Present
AlliedBarton Security Services February 2009 - Present
Merrill Lynch February 2008 - October 2008
Merrill Lynch March 2005 - February 2008
Skills
Team Management, Team Building, Team Leadership, Time Management, Payroll, Account Management, Project Planning, Project Management, Training, Client Relations Skills, Microsoft Excel, Microsoft Word, PowerPoint, Research, Security, Security Management, Security Event..., Finance, Process Improvement, Marketing, Customer Service, Strategic Planning, Financial Analysis, Recruiting, Management, Portfolio Management, Leadership, Negotiation, Microsoft Office
Education
Drexel University 1998 — 2003
Bachelors, Marketing
AlliedBarton Security Services June 2014 - Present
AlliedBarton Security Services February 2009 - Present
Merrill Lynch February 2008 - October 2008
Merrill Lynch March 2005 - February 2008
Skills
Team Management, Team Building, Team Leadership, Time Management, Payroll, Account Management, Project Planning, Project Management, Training, Client Relations Skills, Microsoft Excel, Microsoft Word, PowerPoint, Research, Security, Security Management, Security Event..., Finance, Process Improvement, Marketing, Customer Service, Strategic Planning, Financial Analysis, Recruiting, Management, Portfolio Management, Leadership, Negotiation, Microsoft Office
Education
Drexel University 1998 — 2003
Bachelors, Marketing
Daniel Dunn's Merrill Lynch Experience August 1999 - January 2000
Job Relationship Manager, E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2008 - Present
Computershare Plan Managers January 2000 - August 2008
Merrill Lynch August 1999 - January 2000
SAFECO Mutual Funds September 1997 - June 1999
BISYS Fund Services August 1995 - September 1997
Towers Perrin May 1992 - August 1995
Skills
Options, Financial Services, Mutual Funds, Investments, 401k, Relationship Management, Series 24, Executive Pay, Series 7, Series 63, Risk Management, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Financial Modeling, Alternative Investments, Financial Analysis, Banking, Strategic Financial..., Asset Allocation, FINRA, IRAs, Capital Markets, Defined Benefit, Business Strategy, Financial Markets, Financial Reporting, Fixed Income, Investment Strategies, Process Improvement, Pensions, Incentive Programs, Business Analysis, Investor Relations, Trading, Derivatives, Employee Benefits, Mergers, ETFs, Due Diligence, Employee Stock Options, Compensation & Benefits..., Restricted Stock, Contract Negotiation, ESPP, Brokerage, CRM, Leadership, Mergers & Acquisitions
Education
Drexel University - LeBow College of Business 1987 — 1992
BSBA, Finance
St. Joseph's Prep 1983 — 1987
E*TRADE Financial August 2008 - Present
Computershare Plan Managers January 2000 - August 2008
Merrill Lynch August 1999 - January 2000
SAFECO Mutual Funds September 1997 - June 1999
BISYS Fund Services August 1995 - September 1997
Towers Perrin May 1992 - August 1995
Skills
Options, Financial Services, Mutual Funds, Investments, 401k, Relationship Management, Series 24, Executive Pay, Series 7, Series 63, Risk Management, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Financial Modeling, Alternative Investments, Financial Analysis, Banking, Strategic Financial..., Asset Allocation, FINRA, IRAs, Capital Markets, Defined Benefit, Business Strategy, Financial Markets, Financial Reporting, Fixed Income, Investment Strategies, Process Improvement, Pensions, Incentive Programs, Business Analysis, Investor Relations, Trading, Derivatives, Employee Benefits, Mergers, ETFs, Due Diligence, Employee Stock Options, Compensation & Benefits..., Restricted Stock, Contract Negotiation, ESPP, Brokerage, CRM, Leadership, Mergers & Acquisitions
Education
Drexel University - LeBow College of Business 1987 — 1992
BSBA, Finance
St. Joseph's Prep 1983 — 1987
Tina Compton's Merrill Lynch Experience April 2000 - May 2003
Job Client Service Sr. Analyst at Xerox HR Solutions, LLC
Industry Outsourcing/Offshoring
Experience
Xerox HR Solutions (formerly Towers Perrin/EDS/HP/ACS) June 2003 - Present
Merrill Lynch April 2000 - May 2003
Skills
Mainframe, Endevor, VSAM, TSO, JCL, Production Support, CICS, MVS, COBOL, DB2, Business Analysis, ISPF, Sybase, Access, Visio, SQL, User Acceptance Testing, IBM Mainframe, Business Requirements, Requirements Analysis, Software Documentation, Software Project..., Stored Procedures, Oracle, ETL, Requirements Gathering, IT Service Management, Software Development, Software Implementation, Defined Benefit, Data Warehousing, Business Intelligence, Crystal Reports, Process Improvement, Outsourcing, Business Process..., Databases, PMP, SDLC, Data Analysis, Integration, Business Objects, Endeavor, Agile Methodologies, Testing, Data Migration, Systems Analysis, Toad, Release Management, IMS DB/DC
Education
Drexel University - LeBow College of Business
BS, Finance & Accounting
Xerox HR Solutions (formerly Towers Perrin/EDS/HP/ACS) June 2003 - Present
Merrill Lynch April 2000 - May 2003
Skills
Mainframe, Endevor, VSAM, TSO, JCL, Production Support, CICS, MVS, COBOL, DB2, Business Analysis, ISPF, Sybase, Access, Visio, SQL, User Acceptance Testing, IBM Mainframe, Business Requirements, Requirements Analysis, Software Documentation, Software Project..., Stored Procedures, Oracle, ETL, Requirements Gathering, IT Service Management, Software Development, Software Implementation, Defined Benefit, Data Warehousing, Business Intelligence, Crystal Reports, Process Improvement, Outsourcing, Business Process..., Databases, PMP, SDLC, Data Analysis, Integration, Business Objects, Endeavor, Agile Methodologies, Testing, Data Migration, Systems Analysis, Toad, Release Management, IMS DB/DC
Education
Drexel University - LeBow College of Business
BS, Finance & Accounting
Venkat Allampally's Merrill Lynch Experience March 2002 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2002 - Present
Fourth Technologies Inc September 1999 - March 2002
Ramco Systems 1996 - 1999
Skills
Business Analysis, Project Management, SDLC, Banking, Business Intelligence, Enterprise Architecture, Fixed Income, Equities, Oracle, SOA, Microsoft SQL Server, Agile Methodologies, Risk Management, Information Technology, Software Development, Software Project..., Vendor Management, Requirements Analysis
Education
Drexel University - LeBow College of Business 2008 — 2010
MBA, Finance
National Institute of Technology Warangal 1994 — 1996
MCA, Computer Science and Management
Osmania University 1990 — 1994
B Sc, Computer Science and Engineering
Merrill Lynch March 2002 - Present
Fourth Technologies Inc September 1999 - March 2002
Ramco Systems 1996 - 1999
Skills
Business Analysis, Project Management, SDLC, Banking, Business Intelligence, Enterprise Architecture, Fixed Income, Equities, Oracle, SOA, Microsoft SQL Server, Agile Methodologies, Risk Management, Information Technology, Software Development, Software Project..., Vendor Management, Requirements Analysis
Education
Drexel University - LeBow College of Business 2008 — 2010
MBA, Finance
National Institute of Technology Warangal 1994 — 1996
MCA, Computer Science and Management
Osmania University 1990 — 1994
B Sc, Computer Science and Engineering
Charles Fey's Merrill Lynch Experience June 2006 - Present
Job Senior Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
BlackRock March 2005 - September 2005
Education
Drexel University - LeBow College of Business 2002 — 2006
BS, Finance
Merrill Lynch June 2006 - Present
BlackRock March 2005 - September 2005
Education
Drexel University - LeBow College of Business 2002 — 2006
BS, Finance
David Archibascio's Merrill Lynch Experience May 2010 - July 2014
Job Contractor Oracle Application Admin/Medical Supply Infrastructure Team at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems August 2014 - Present
Merrill Lynch May 2010 - July 2014
TEKsystems August 2009 - April 2010
JPMorganChase 2001 - 2008
Advanta 1985 - 2001
Fidelity Bond and Mortgage 1984 - 1985
Education
Drexel University - LeBow College of Business 1980 — 1985
BA, Management Information Systems
TEKsystems August 2014 - Present
Merrill Lynch May 2010 - July 2014
TEKsystems August 2009 - April 2010
JPMorganChase 2001 - 2008
Advanta 1985 - 2001
Fidelity Bond and Mortgage 1984 - 1985
Education
Drexel University - LeBow College of Business 1980 — 1985
BA, Management Information Systems
Stanley Norkiewicz, CFP®'s Merrill Lynch Experience January 1982 - July 1992
Job Independent Financial Services Professional
Industry Financial Services
Experience
Lancaster Financial Group May 2005 - Present
The MONY Group August 1992 - April 2005
Merrill Lynch January 1982 - July 1992
DuPont October 1972 - December 1981
Education
Widener University 1974 — 1979
MBA
Lehigh University 1970 — 1972
MS, Materials Science
Drexel University 1965 — 1970
BS, Engineering
Lancaster Financial Group May 2005 - Present
The MONY Group August 1992 - April 2005
Merrill Lynch January 1982 - July 1992
DuPont October 1972 - December 1981
Education
Widener University 1974 — 1979
MBA
Lehigh University 1970 — 1972
MS, Materials Science
Drexel University 1965 — 1970
BS, Engineering
Matthew Gualtieri, CPA, MBA's Merrill Lynch Experience 1994 - 1996
Job Accounting, Finance, Performance Management Technology
Industry Accounting
Experience
Contractor January 2015 - Present
Deloitte Consulting January 2013 - December 2014
Driver6, Inc. April 2011 - January 2013
Sun Bear Solar April 2010 - April 2011
Buckeye Partners October 2009 - June 2010
SAP April 2007 - May 2008
VIASYS Healthcare December 2001 - April 2007
Motorola July 2000 - November 2001
BETZDEARBORN, INC. June 1996 - July 2000
Merrill Lynch 1994 - 1996
Skills
Managerial Finance, Sarbanes-Oxley Act, Financial Reporting, Consolidation, Accounting, Forecasting, Auditing, Process Improvement, Internal Controls, SAP, Business Intelligence, EPM, Internal Audit, Strategic Planning, Management Consulting, Financial Analysis, Cognos, Project Planning, Due Diligence, Acquisition Integration, Compliance, Process Engineering, Business Process..., Budgeting, Financial Modeling, Mergers, Planning, Corporate Governance, Strategy Development, Business Planning, Financial Systems, Financial Control, Corporate Finance, GAAP, Financial Management, SEC reporting, Account Management, SOX, Audit, Financial Accounting, Cash Flow, Balanced Scorecard, Revenue Recognition, General Ledger, Hyperion, Business Strategy, Performance Management, Database Design, Corporate Management, Cost Accounting
Education
Drexel University 2007 — 2009
MBA, Accounting, Finance, Marketing, Statistics, Strategy & Leadership
Fairleigh Dickinson University-Metropolitan Campus
BS Accounting, Accounting, Finance & Economics
Contractor January 2015 - Present
Deloitte Consulting January 2013 - December 2014
Driver6, Inc. April 2011 - January 2013
Sun Bear Solar April 2010 - April 2011
Buckeye Partners October 2009 - June 2010
SAP April 2007 - May 2008
VIASYS Healthcare December 2001 - April 2007
Motorola July 2000 - November 2001
BETZDEARBORN, INC. June 1996 - July 2000
Merrill Lynch 1994 - 1996
Skills
Managerial Finance, Sarbanes-Oxley Act, Financial Reporting, Consolidation, Accounting, Forecasting, Auditing, Process Improvement, Internal Controls, SAP, Business Intelligence, EPM, Internal Audit, Strategic Planning, Management Consulting, Financial Analysis, Cognos, Project Planning, Due Diligence, Acquisition Integration, Compliance, Process Engineering, Business Process..., Budgeting, Financial Modeling, Mergers, Planning, Corporate Governance, Strategy Development, Business Planning, Financial Systems, Financial Control, Corporate Finance, GAAP, Financial Management, SEC reporting, Account Management, SOX, Audit, Financial Accounting, Cash Flow, Balanced Scorecard, Revenue Recognition, General Ledger, Hyperion, Business Strategy, Performance Management, Database Design, Corporate Management, Cost Accounting
Education
Drexel University 2007 — 2009
MBA, Accounting, Finance, Marketing, Statistics, Strategy & Leadership
Fairleigh Dickinson University-Metropolitan Campus
BS Accounting, Accounting, Finance & Economics
Edward Mackin, CPA's Merrill Lynch Experience August 1989 - September 1998
Job Senior Financial Analyst, Sungard Consulting Services
Industry Information Technology and Services
Experience
SunGard Data Systems, Inc. 2012 - Present
SunGard Financial Systems January 2008 - September 2012
Beard Miller LLC October 2005 - April 2007
American Business Financial Services November 1999 - April 2005
First Data Corporation September 1998 - November 1999
Merrill Lynch August 1989 - September 1998
Merrill Lynch August 1983 - August 1989
Skills
Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel
Education
Drexel University 1983 — 1989
Accounting -MS, Accounting and Business/Management, 3.3
SunGard Data Systems, Inc. 2012 - Present
SunGard Financial Systems January 2008 - September 2012
Beard Miller LLC October 2005 - April 2007
American Business Financial Services November 1999 - April 2005
First Data Corporation September 1998 - November 1999
Merrill Lynch August 1989 - September 1998
Merrill Lynch August 1983 - August 1989
Skills
Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel
Education
Drexel University 1983 — 1989
Accounting -MS, Accounting and Business/Management, 3.3
Ben Mancarella's Merrill Lynch Experience April 2004 - April 2010
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment March 2014 - Present
Sovereign Santander April 2013 - March 2014
WSFS Investments May 2011 - 2012
Citizens Investment Services April 2010 - May 2011
Merrill Lynch April 2004 - April 2010
Wilmington Trust July 1997 - April 2004
First Union October 1990 - July 1997
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Series 7, Strategic Financial..., Investment Strategies, Finance, Retirement Planning, Asset Allocation, Asset Management, Financial Planning
Education
La Salle University 1986 — 2000
BA, Business, Finance, International Studies
Drexel University 1994 — 1998
MBA, Economics
Lincoln Investment March 2014 - Present
Sovereign Santander April 2013 - March 2014
WSFS Investments May 2011 - 2012
Citizens Investment Services April 2010 - May 2011
Merrill Lynch April 2004 - April 2010
Wilmington Trust July 1997 - April 2004
First Union October 1990 - July 1997
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Series 7, Strategic Financial..., Investment Strategies, Finance, Retirement Planning, Asset Allocation, Asset Management, Financial Planning
Education
La Salle University 1986 — 2000
BA, Business, Finance, International Studies
Drexel University 1994 — 1998
MBA, Economics
Robert Bayer's Merrill Lynch Experience January 1999 - April 2009
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2010 - Present
Oppenheimer & Co. February 2010 - August 2010
Merrill Lynch January 1999 - April 2009
TD Securities February 1998 - November 1998
J.P. Morgan July 1993 - January 1998
Education
Drexel University 1988 — 1993
BS, Finance and Accounting
Jefferies & Company July 2010 - Present
Oppenheimer & Co. February 2010 - August 2010
Merrill Lynch January 1999 - April 2009
TD Securities February 1998 - November 1998
J.P. Morgan July 1993 - January 1998
Education
Drexel University 1988 — 1993
BS, Finance and Accounting
Marc Mugler's Merrill Lynch Experience March 1995 - September 1999
Job Banking Center Manager at Cape Bank of NJ
Industry Law Enforcement
Experience
Cape Bank of NJ October 2014 - Present
Professional Capital Services June 2013 - April 2014
Bank of America August 2011 - November 2012
Lansdowne Police May 2002 - August 2011
Brookhaven Police April 1998 - May 2002
Merrill Lynch March 1995 - September 1999
The Vanguard Group February 1991 - March 1995
Skills
Enforcement, Police, Patrol, Security, Program Management, Investments, Financial Services, Retirement Planning, Customer Service, Time Management, CRM, Loans, Criminal Investigations, Community Policing, Private Investigations, Leadership, Management, Sales, Public Speaking, Training, Protection, Credit Cards, Coaching, Team Management
Education
Delaware County Police Academy 1997 — 1998
PA Act 120 Municipal Police Certification., Patrol, Firearms, Investigations, Community Policing, Traffic and Narcotic Enforcement
Drexel University - LeBow College of Business 1984 — 1989
Bachelor's, Finance/Management
Malvern Prep 1978 — 1984
Cape Bank of NJ October 2014 - Present
Professional Capital Services June 2013 - April 2014
Bank of America August 2011 - November 2012
Lansdowne Police May 2002 - August 2011
Brookhaven Police April 1998 - May 2002
Merrill Lynch March 1995 - September 1999
The Vanguard Group February 1991 - March 1995
Skills
Enforcement, Police, Patrol, Security, Program Management, Investments, Financial Services, Retirement Planning, Customer Service, Time Management, CRM, Loans, Criminal Investigations, Community Policing, Private Investigations, Leadership, Management, Sales, Public Speaking, Training, Protection, Credit Cards, Coaching, Team Management
Education
Delaware County Police Academy 1997 — 1998
PA Act 120 Municipal Police Certification., Patrol, Firearms, Investigations, Community Policing, Traffic and Narcotic Enforcement
Drexel University - LeBow College of Business 1984 — 1989
Bachelor's, Finance/Management
Malvern Prep 1978 — 1984
Jaishan Anandamohan's Merrill Lynch Experience July 2012 - September 2013
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Merrill Lynch July 2012 - September 2013
Merrill Lynch July 2010 - July 2012
Comcast September 2008 - March 2009
Skills
Microsoft Office, Operations Management, Customer Service, Finance, Microsoft Excel, Financial Analysis, Access, Financial Reporting, Risk Management, PowerPoint, Marketing, Analysis, Data Analysis, Management, Microsoft Word, Investments, Valuation, Outlook, Leadership, Banking, Accounting, Business Analysis
Education
Drexel University 2006 — 2010
Bachelor, Business/Corporate Communications, Legal Studies
Vanguard September 2013 - Present
Merrill Lynch July 2012 - September 2013
Merrill Lynch July 2010 - July 2012
Comcast September 2008 - March 2009
Skills
Microsoft Office, Operations Management, Customer Service, Finance, Microsoft Excel, Financial Analysis, Access, Financial Reporting, Risk Management, PowerPoint, Marketing, Analysis, Data Analysis, Management, Microsoft Word, Investments, Valuation, Outlook, Leadership, Banking, Accounting, Business Analysis
Education
Drexel University 2006 — 2010
Bachelor, Business/Corporate Communications, Legal Studies
Brian Bieber's Merrill Lynch Experience 1998 - 1999
Job Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2005 - Present
Vanguard December 2000 - May 2005
Merrill Lynch 1998 - 1999
Merrill Lynch 1998 - 1999
Merrill Lynch 1998 - 1999
URJ Camp Harlam 1993 - 1997
Skills
SAS, Process Improvement, Excel, SQL, Agile, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Customer Service, Access, Data Analysis, SharePoint, SharePoint Designer, Business Analysis, Cognos, Six Sigma, Dashboards, Business Process..., Business Process..., Business Process Design, Benchmarking, Industry Analysis, Industry Research, 401k, Benefits Administration, Analytics
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Ithaca College 1993 — 1997
Bachelor's, Business Administration
Vanguard May 2005 - Present
Vanguard December 2000 - May 2005
Merrill Lynch 1998 - 1999
Merrill Lynch 1998 - 1999
Merrill Lynch 1998 - 1999
URJ Camp Harlam 1993 - 1997
Skills
SAS, Process Improvement, Excel, SQL, Agile, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Customer Service, Access, Data Analysis, SharePoint, SharePoint Designer, Business Analysis, Cognos, Six Sigma, Dashboards, Business Process..., Business Process..., Business Process Design, Benchmarking, Industry Analysis, Industry Research, 401k, Benefits Administration, Analytics
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Ithaca College 1993 — 1997
Bachelor's, Business Administration
Charles J. Quattrone's Merrill Lynch Experience 1987 - 2006
Job Business Development Manager at Costello Asset Management, Inc.
Industry Financial Services
Experience
Costello Asset Management, Inc. December 2013 - Present
Charles Quattrone September 2013 - December 2013
BlackRock September 2006 - September 2013
Merrill Lynch 1987 - 2006
Horizon Trust Company 1984 - 1987
Philadelphia Manufacturers Mutual Insurance Company 1978 - 1984
Skills
Portfolio Management, Investment Strategies, Asset Allocation, Asset Managment, Investments, Hedge Funds, Fixed Income, Bonds, Asset Management, Alternative Investments, ETFs, Bloomberg, Securities, Series 7, Equities, Series 63, Mutual Funds, Investment Management, Equity Research, Investment Advisory, Derivatives, Wealth Management
Education
Institute of Chartered Financial Analyst
Certified Financial Analyst, 1983
Drexel University
Master of Business Administration (MBA)
La Salle University
Bachelor of Science (B.S.)
Costello Asset Management, Inc. December 2013 - Present
Charles Quattrone September 2013 - December 2013
BlackRock September 2006 - September 2013
Merrill Lynch 1987 - 2006
Horizon Trust Company 1984 - 1987
Philadelphia Manufacturers Mutual Insurance Company 1978 - 1984
Skills
Portfolio Management, Investment Strategies, Asset Allocation, Asset Managment, Investments, Hedge Funds, Fixed Income, Bonds, Asset Management, Alternative Investments, ETFs, Bloomberg, Securities, Series 7, Equities, Series 63, Mutual Funds, Investment Management, Equity Research, Investment Advisory, Derivatives, Wealth Management
Education
Institute of Chartered Financial Analyst
Certified Financial Analyst, 1983
Drexel University
Master of Business Administration (MBA)
La Salle University
Bachelor of Science (B.S.)
Tricia Mehrotra's Merrill Lynch Experience June 2010 - August 2010
Job Financial Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase & Co. July 2013 - July 2014
Drexel University September 2009 - June 2013
JPMorgan Chase March 2012 - December 2012
Diversified Search September 2011 - December 2011
J.H. Darbie July 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Portfolio Management, Finance, Bloomberg, Risk Management, Analysis, Securities, Hedge Funds, Budgets, Management
Education
Drexel University 2009 — 2013
Bachelor of Science (BS), Finance & Marketing
Montville High School 2005 — 2009
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase & Co. July 2013 - July 2014
Drexel University September 2009 - June 2013
JPMorgan Chase March 2012 - December 2012
Diversified Search September 2011 - December 2011
J.H. Darbie July 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Portfolio Management, Finance, Bloomberg, Risk Management, Analysis, Securities, Hedge Funds, Budgets, Management
Education
Drexel University 2009 — 2013
Bachelor of Science (BS), Finance & Marketing
Montville High School 2005 — 2009
Ryan Laszlo's Merrill Lynch Experience April 2011 - September 2011
Job Venture Associate @ ValueStream
Industry Financial Services
Experience
ValueStream Labs March 2015 - Present
DuPont Capital 2014 - 2014
Woodlawn Partners October 2013 - December 2013
BlackRock April 2013 - September 2013
Goldman Sachs April 2012 - September 2012
Merrill Lynch April 2011 - September 2011
Skills
Financial Modeling, Investment Banking, Investments, Valuation, Entrepreneurship, Finance, Start-ups, Financial Analysis, Strategy, Venture Capital, Microsoft Office, Equities, Fixed Income, Hedge Funds, Business Development, Leadership, Private Equity, Windows, Data Analysis, HTML, Bloomberg, Capital Markets, International Finance, Technical Analysis, Derivatives, Corporate Finance, Microsoft Excel, Risk Management, Securities, Economics, Investment Management, PowerPoint, Bloomberg Terminal, Financial Services
Education
Drexel University
Finance, Honors
ValueStream Labs March 2015 - Present
DuPont Capital 2014 - 2014
Woodlawn Partners October 2013 - December 2013
BlackRock April 2013 - September 2013
Goldman Sachs April 2012 - September 2012
Merrill Lynch April 2011 - September 2011
Skills
Financial Modeling, Investment Banking, Investments, Valuation, Entrepreneurship, Finance, Start-ups, Financial Analysis, Strategy, Venture Capital, Microsoft Office, Equities, Fixed Income, Hedge Funds, Business Development, Leadership, Private Equity, Windows, Data Analysis, HTML, Bloomberg, Capital Markets, International Finance, Technical Analysis, Derivatives, Corporate Finance, Microsoft Excel, Risk Management, Securities, Economics, Investment Management, PowerPoint, Bloomberg Terminal, Financial Services
Education
Drexel University
Finance, Honors
Bruce DiMarco's Merrill Lynch Experience March 2007 - January 2009
Job Senior Financial Executive
Industry Accounting
Experience
Stoltz Management March 2013 - Present
Airgas March 2009 - February 2013
Merrill Lynch March 2007 - January 2009
Wawa, Inc. June 2005 - March 2007
Sunoco August 2003 - June 2005
Hercules November 2001 - December 2002
Delaware Investments, a member of the Macquarie Group May 1999 - June 2001
CIGNA August 1990 - January 1999
CIGNA August 1988 - August 1990
CIGNA February 1980 - August 1988
Skills
Forecasting, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Finance, Financial Modeling, Auditing, Sarbanes-Oxley Act, SAP, General Ledger, Account Reconciliation, Analysis, Variance Analysis, Budgets, Accounts Payable, Cost Accounting, Cash Flow, Strategic Financial..., Strategy, Process Improvement, Due Diligence, Corporate Finance, Fixed Assets, Tax, Banking, Management, SEC filings, Managerial Finance, Capital Budgeting, GAAP, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Planning
Education
Drexel University - LeBow College of Business 1977 — 1978
MBA, Financial Management
Villanova University 1973 — 1977
BS, Accounting
Stoltz Management March 2013 - Present
Airgas March 2009 - February 2013
Merrill Lynch March 2007 - January 2009
Wawa, Inc. June 2005 - March 2007
Sunoco August 2003 - June 2005
Hercules November 2001 - December 2002
Delaware Investments, a member of the Macquarie Group May 1999 - June 2001
CIGNA August 1990 - January 1999
CIGNA August 1988 - August 1990
CIGNA February 1980 - August 1988
Skills
Forecasting, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Finance, Financial Modeling, Auditing, Sarbanes-Oxley Act, SAP, General Ledger, Account Reconciliation, Analysis, Variance Analysis, Budgets, Accounts Payable, Cost Accounting, Cash Flow, Strategic Financial..., Strategy, Process Improvement, Due Diligence, Corporate Finance, Fixed Assets, Tax, Banking, Management, SEC filings, Managerial Finance, Capital Budgeting, GAAP, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Planning
Education
Drexel University - LeBow College of Business 1977 — 1978
MBA, Financial Management
Villanova University 1973 — 1977
BS, Accounting
Kimberly Koop's Merrill Lynch Experience September 2004 - March 2007
Job Supervisory Analyst at KeyBank
Industry Financial Services
Experience
KeyBank July 2014 - Present
IRC Securities January 2013 - July 2014
Maxim Group January 2011 - September 2012
Wedbush Morgan Securities September 2007 - March 2010
Merrill Lynch September 2004 - March 2007
Susquehanna International Group July 2003 - September 2004
Veritable, LP July 2002 - July 2003
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Series 24
Education
Drexel University 1997 — 2002
Bachelor of Science, Accounting and Finance
KeyBank July 2014 - Present
IRC Securities January 2013 - July 2014
Maxim Group January 2011 - September 2012
Wedbush Morgan Securities September 2007 - March 2010
Merrill Lynch September 2004 - March 2007
Susquehanna International Group July 2003 - September 2004
Veritable, LP July 2002 - July 2003
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Series 24
Education
Drexel University 1997 — 2002
Bachelor of Science, Accounting and Finance
Arthur Leahy's Merrill Lynch Experience May 1984 - August 1996
Job Financial Advisor/Dramatist
Industry Investment Banking
Experience
Janney Montgomery Scott August 1996 - Present
home 2009 - Present
Merrill Lynch May 1984 - August 1996
U.S.A.F. Secuirty Srevice 65-69 May 1965 - February 1969
Skills
Wealth Management, Securities, Retirement Planning, Estate Planning, Strategic Financial..., Asset Management, Fixed Income, Series 7, Alternative Investments, Portfolio Management, Finance, Financial Services, Valuation, Series 63, Financial Analysis, Fixed Income Analysis, Investment Advisory, Asset Allocation, Fixed Annuities, Private Equity, Investments, Asset Managment, Insurance Brokerage, Long-term Care, ETFs, Investment Strategies
Education
Drexel University 1969 — 1978
MBA 78, BBA 74, Acoounting and Finance
Janney Montgomery Scott August 1996 - Present
home 2009 - Present
Merrill Lynch May 1984 - August 1996
U.S.A.F. Secuirty Srevice 65-69 May 1965 - February 1969
Skills
Wealth Management, Securities, Retirement Planning, Estate Planning, Strategic Financial..., Asset Management, Fixed Income, Series 7, Alternative Investments, Portfolio Management, Finance, Financial Services, Valuation, Series 63, Financial Analysis, Fixed Income Analysis, Investment Advisory, Asset Allocation, Fixed Annuities, Private Equity, Investments, Asset Managment, Insurance Brokerage, Long-term Care, ETFs, Investment Strategies
Education
Drexel University 1969 — 1978
MBA 78, BBA 74, Acoounting and Finance
Leonard Weindorfer, CIMA®'s Merrill Lynch Experience January 1997 - December 1998
Job Relationship Executive at Vanguard
Industry Financial Services
Experience
Vanguard January 2004 - Present
Vanguard December 1998 - January 2004
Merrill Lynch January 1997 - December 1998
Skills
Relationship Management, Mutual Funds, Financial Services, Investments, Project Management, Client Relations Skills, CIMA, Series 6, Series 63, 401k
Education
Drexel University - College of Business and Administration 1989 — 1994
Bachelor of Business Administration, Accounting
Cheltenham High School 1986 — 1989
Vanguard January 2004 - Present
Vanguard December 1998 - January 2004
Merrill Lynch January 1997 - December 1998
Skills
Relationship Management, Mutual Funds, Financial Services, Investments, Project Management, Client Relations Skills, CIMA, Series 6, Series 63, 401k
Education
Drexel University - College of Business and Administration 1989 — 1994
Bachelor of Business Administration, Accounting
Cheltenham High School 1986 — 1989
Preet Braich's Merrill Lynch Experience August 2011 - May 2012
Job Senior Consultant at Cumberland Consulting Group
Industry Pharmaceuticals
Experience
Cumberland Consulting Group July 2014 - Present
IMS Health March 2013 - July 2014
Independence Blue Cross August 2012 - February 2013
Merrill Lynch August 2011 - May 2012
City Auto Body March 2010 - September 2010
Independence Blue Cross March 2009 - September 2009
SES Americom March 2008 - September 2008
Education
Drexel University 2006 — 2011
Bachelor of Science, Business Administration
Cumberland Consulting Group July 2014 - Present
IMS Health March 2013 - July 2014
Independence Blue Cross August 2012 - February 2013
Merrill Lynch August 2011 - May 2012
City Auto Body March 2010 - September 2010
Independence Blue Cross March 2009 - September 2009
SES Americom March 2008 - September 2008
Education
Drexel University 2006 — 2011
Bachelor of Science, Business Administration
Kenneth Henry's Merrill Lynch Experience August 1985 - May 1998
Job V.P.Investment Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2007 - Present
Bear Stearns May 1998 - October 2007
Merrill Lynch August 1985 - May 1998
Education
Harvard Business School 1975 — 1977
MBA
Drexel University 1970 — 1975
B.S., Commerce & Engineering Sciences
OppenheimerFunds December 2007 - Present
Bear Stearns May 1998 - October 2007
Merrill Lynch August 1985 - May 1998
Education
Harvard Business School 1975 — 1977
MBA
Drexel University 1970 — 1975
B.S., Commerce & Engineering Sciences
Geremy Rosenberg's Merrill Lynch Experience June 2006 - August 2007
Job Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2014 - Present
TD Bank Group January 2012 - March 2013
TD July 2011 - January 2012
Drexel Recreation Center September 2009 - July 2011
Alloy Media and Marketing May 2008 - September 2008
Cheeburger Cheeburger June 2006 - May 2008
Merrill Lynch June 2006 - August 2007
Skills
Customer Service, Banking, Lotus Notes, Fixed Annuities, Sales, Life Insurance, New Business Development, Leadership, Investments, Problem Solving, Customer Relations, Hiring, Health Insurance, Notary Public, Bloomberg Terminal
Education
Drexel University 2008 — 2013
Bachelor of Science, Biological Sciences
Bloomberg LP April 2014 - Present
TD Bank Group January 2012 - March 2013
TD July 2011 - January 2012
Drexel Recreation Center September 2009 - July 2011
Alloy Media and Marketing May 2008 - September 2008
Cheeburger Cheeburger June 2006 - May 2008
Merrill Lynch June 2006 - August 2007
Skills
Customer Service, Banking, Lotus Notes, Fixed Annuities, Sales, Life Insurance, New Business Development, Leadership, Investments, Problem Solving, Customer Relations, Hiring, Health Insurance, Notary Public, Bloomberg Terminal
Education
Drexel University 2008 — 2013
Bachelor of Science, Biological Sciences
Frank M. Smith, CFA's Merrill Lynch Experience 1983 - 1986
Job President and Founder at Smith Asset Management, Inc.
Industry Investment Management
Experience
Smith Asset Management, Inc. 1997 - Present
Core States Bank (now Wells Fargo) 1994 - 1998
Delafield, Harvey, Tabell (now Bank of America Wealth Management) 1989 - 1994
New Jersey Manufacturers Insurance Companies 1986 - 1989
Merrill Lynch 1983 - 1986
Girard Bank (now BNY Mellon) 1980 - 1983
Skills
Investment Advisory..., Retirement Planning, 401k, IRAs, Portfolio Management, Financial Advisory, Wealth Management, Equities, Investment Management, Investments, Asset Management, Asset Allocation, College Planning
Education
Drexel University - College of Business and Administration
MBA, BS Finance
Smith Asset Management, Inc. 1997 - Present
Core States Bank (now Wells Fargo) 1994 - 1998
Delafield, Harvey, Tabell (now Bank of America Wealth Management) 1989 - 1994
New Jersey Manufacturers Insurance Companies 1986 - 1989
Merrill Lynch 1983 - 1986
Girard Bank (now BNY Mellon) 1980 - 1983
Skills
Investment Advisory..., Retirement Planning, 401k, IRAs, Portfolio Management, Financial Advisory, Wealth Management, Equities, Investment Management, Investments, Asset Management, Asset Allocation, College Planning
Education
Drexel University - College of Business and Administration
MBA, BS Finance
Michael Haberman, CRPC's Merrill Lynch Experience November 2007 - Present
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Morgan Stanley Wealth Management November 2002 - November 2007
Skills
Wealth Management, Investments, Retirement Planning
Education
Drexel University 1998 — 2002
Undergradute, Finance, Marketing
Merrill Lynch November 2007 - Present
Morgan Stanley Wealth Management November 2002 - November 2007
Skills
Wealth Management, Investments, Retirement Planning
Education
Drexel University 1998 — 2002
Undergradute, Finance, Marketing
David Durnan's Merrill Lynch Experience 1999 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1999 - Present
Education
Drexel University 1981 — 1984
Master of Business Administration (M.B.A.), Finance
University of Delaware 1974 — 1978
Bachelor's degree, Accounting
Merrill Lynch 1999 - Present
Education
Drexel University 1981 — 1984
Master of Business Administration (M.B.A.), Finance
University of Delaware 1974 — 1978
Bachelor's degree, Accounting
Don Rusie's Merrill Lynch Experience May 2004 - March 2007
Job Director at AIG
Industry Financial Services
Experience
AIG January 2014 - Present
Morgan Stanley Smith Barney March 2007 - December 2013
Merrill Lynch May 2004 - March 2007
JPMorgan Chase May 1999 - May 2004
Education
Drexel University
Master of Science (M.S.), Taxation
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (B.S.), Accounting
AIG January 2014 - Present
Morgan Stanley Smith Barney March 2007 - December 2013
Merrill Lynch May 2004 - March 2007
JPMorgan Chase May 1999 - May 2004
Education
Drexel University
Master of Science (M.S.), Taxation
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (B.S.), Accounting
Donna Siletsky's Merrill Lynch Experience May 1998 - June 1999
Job Retirement Consultant at Ascensus
Industry Financial Services
Experience
Ascensus June 1999 - Present
First Chicago Bank & Trust January 2000 - May 2005
Merrill Lynch May 1998 - June 1999
Skills
401(K) Consultant, 401k, Call Centers, Customer Service, CRM, Relationship Management, Insurance, Financial Services, Account Management, Sales, Vendor Management, Mutual Funds, Investments
Education
Drexel University
Bachelor of Science (B.S.), Interior Design
Temple University
Bachelor of Arts (B.A.), Psychology
Ascensus June 1999 - Present
First Chicago Bank & Trust January 2000 - May 2005
Merrill Lynch May 1998 - June 1999
Skills
401(K) Consultant, 401k, Call Centers, Customer Service, CRM, Relationship Management, Insurance, Financial Services, Account Management, Sales, Vendor Management, Mutual Funds, Investments
Education
Drexel University
Bachelor of Science (B.S.), Interior Design
Temple University
Bachelor of Arts (B.A.), Psychology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank