Merrill Lynch

Industry: Banking company

Description

Merrill 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

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Cassidy Dugan Cassidy Dugan Chicago, Illinois Details
Cassidy Dugan's Merrill Lynch Experience July 2000 - June 2002
Job Private Equity Real Estate at Calzada Capital Partners
Industry Venture Capital & Private Equity
Experience
Calzada Capital Partners   August 2014 - Present
M3 Capital Partners  February 2004 - December 2013
Bear Stearns  July 2002 - January 2004
Merrill Lynch   July 2000 - June 2002

Skills
Private Equity, Principal Investing, Real Estate Private..., Real Estate, Investments, Institutional..., Investment Strategies, Valuation, Financial Modeling, Financial Analysis, Financial Structuring, Due Diligence, Corporate Finance, Capital Structure, Real Estate Economics, Real Estate Acquisitions, Acquisitions, Alternative Investments, Public Markets, Capital Markets, Capital Raising, Financial Advisory, Investment Banking, Mergers & Acquisitions, Securities, Equity Research, Product Development, Business Development, Joint Ventures, Strategic Partnerships, Cross-border..., Asset Management, Investor Reporting, Investor Relations

Education
Duke University   1996 — 2000
BA, Economics

Dan Levitan Dan Levitan Greater Seattle Area Details
Dan Levitan's Merrill Lynch Experience 1979 - 1981
Job CoFounder at Maveron LLC
Industry Venture Capital & Private Equity
Experience
Maveron LLC  1998 - Present
Wertheim Schroder & Co.   1983 - 1997
Merrill Lynch   1979 - 1981

Skills
Venture Capital, Leadership, Angel Investing, Corporate Development, Start-ups, Entrepreneurship, Private Equity, Strategic Partnerships, Mergers & Acquisitions, E-commerce, Business Strategy

Education
Duke University
BA - magna cum laude

HM

HM

Harvard Business School
MBA

chris heckel chris heckel Greater Denver Area Details
chris heckel's Merrill Lynch Experience September 2000 - September 2002
Job Branch Manager at Motion Industries
Industry Industrial Automation
Experience
Motion Industries  November 2010 - Present
Motion Industries  July 2006 - October 2010
James Irwin Charter Schools  August 2003 - June 2006
Merrill Lynch   September 2000 - September 2002

Skills
Motion Control, Sales Management, Pneumatics, Purchasing, Material Handling, Power Transmission, New Business Development, Industrial Distribution, Continuous Improvement, Manufacturing, Motors, Account Management, Pricing, Negotiation

Education
Duke University   1993 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General

M Lloyd Barnhardt III, CFP® M Lloyd Barnhardt III, CFP® High Point, North Carolina Details
M Lloyd Barnhardt III, CFP®'s Merrill Lynch Experience April 1994 - June 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Scott & Stringfellow  September 2008 - June 2012
BB&T  October 2007 - August 2008
Merrill Lynch   April 1994 - June 2007

Education
Duke University   1982 — 1986
Bachelor of Arts (B.A.), History and Economics

The Asheville School   1980 — 1982
11th and 12th Grade

Forsyth Country Day School   1979 — 1980
10th Grade

Summit School   1968 — 1979
K - 9th Grade

Daniel Certner Daniel Certner San Francisco Bay Area Details
Daniel Certner's Merrill Lynch Experience May 2007 - August 2007
Job Systems Developer at Facebook
Industry Internet
Experience
Facebook  September 2014 - Present
Facebook  September 2013 - September 2014
Facebook  February 2012 - August 2013
Sabi Sushi, LLC   May 2010 - October 2011
Prudential Financial  May 2009 - August 2009
Prudential Financial  May 2008 - August 2008
Merrill Lynch   May 2007 - August 2007

Skills
Market Research, Facebook, Social Media Marketing, Analytics, Research, Microsoft Office, Start-ups, PowerPoint, Market Analysis, Online Advertising, Business Development, Product Management, Event Planning, PHP, R

Education
Duke University   2006 — 2010
BA, Spanish & European Studies, Economics, Markets & Management

Morristown High School   2002 — 2006

Caitlin McLaughlin Caitlin McLaughlin San Francisco Bay Area Details
Caitlin McLaughlin's Merrill Lynch Experience July 2008 - July 2010
Job Solar Leadership Program Associate, DG Project Finance at SunEdison
Industry Renewables & Environment
Experience
SunEdison  August 2015 - Present
The Wharton School  July 2013 - May 2015
Stem, Inc.   September 2014 - December 2014
SunEdison  June 2014 - August 2014
Bank of America Merrill Lynch  July 2010 - May 2013
Merrill Lynch   July 2008 - July 2010

Skills
Sales, Strategy, Investments, Equities, Key Opinion Leaders, Capital Markets, Solar Energy, Financial Modeling, Finance, Financial Analysis, Renewable Energy, Corporate Finance, Energy Storage, Cleantech

Education
Duke University   2004 — 2008
Bachelor of Science (BS), Economics and Environmental Science & Policy

Clay Amerault Clay Amerault Greater Atlanta Area Details
Clay Amerault's Merrill Lynch Experience 1996 - 1996
Job Marketing, Product Development, Ecommerce★Building Exceptional Customer Experiences★Amazing Soccer Coach★Connect Now
Industry Financial Services
Experience
Financial Services Company  June 2010 - Present
JPMorgan Chase  May 2002 - June 2010
Organic  July 1998 - May 2002
Frankfurt Balkind  November 1996 - July 1998
Merrill Lynch   1996 - 1996

Skills
Marketing Strategy, Strategic Planning, Product Management, Business Analytics, Program Management, Business Development, Demand Generation, Marketing Automation, CRM, Tenacious Defense, Lead Nurturing, Creating LinkedIn, Skills & Expertise, Electronic Commerce, Email Marketing, Digital Marketing, Content Marketing, eCommerce, Direct Marketing, Brand Awareness, Account Management, Branding & Identity, Relationship Management, Customer Acquisition, Vendor Management, Financial Services, Commercial Banking, Banking, Online Retail, Strategy, Analytics, Database Marketing, Campaign Management, Online Campaign..., Project Management, Writing, Editing, Editorial Calendars, Content Development, Video Production, Directing Teams, High-octane Offense, Marketing, E-commerce, Product Marketing, Strategic Partnerships, Team Building, Lead Generation, Competitive Analysis

Education
Duke University
B.S.E., Electrical Engineering

New York University - Leonard N. Stern School of Business
M.B.A., Finance, Marketing

Chase LaFerney Chase LaFerney Plano, Texas Details
Chase LaFerney's Merrill Lynch Experience June 2011 - October 2012
Job Senior Financial Analyst at Pizza Hut
Industry Food & Beverages
Experience
Pizza Hut  October 2012 - Present
Merrill Lynch   June 2011 - October 2012
SMU Venture Fund   August 2010 - May 2011
JPMorgan Private Wealth Management  June 2010 - August 2010
Chase Performance Ventures, LLC   October 2006 - May 2008
Devil's Delivery Service   January 2003 - January 2006

Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Asset Managment, Private Equity, Series 7, Asset Allocation, Alternative Investments, Due Diligence, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Capital Markets, Retirement Planning, Investment Strategies, Asset Management, Business Planning

Education
Cox School of Business, Southern Methodist University   2009 — 2011
Master, Finance, Strategy, Entrepreneurship, 3.4

Duke University   2002 — 2006
Bachelor of Arts, Philosophy, Certification in Markets & Management, Certificate in Entrepreneurship

St. Mark's School of Texas   1995 — 2002

Stephanie Wright Stephanie Wright Chicago, Illinois Details
Stephanie Wright's Merrill Lynch Experience June 2004 - August 2004
Job Market Director, CEB Finance for Midsized Companies
Industry Information Services
Experience
CEB  April 2011 - Present
CEB  September 2009 - April 2011
CEB  February 2007 - September 2009
CEB  July 2005 - January 2007
Merrill Lynch   June 2004 - August 2004

Skills
Account Management, Management Consulting, Leadership, Strategy, Salesforce.com, Sales, Consulting, Management, Marketing, Project Management, Strategic Partnerships, Business Development

Education
Duke University   2001 — 2005
Bachelor's Degree, Public Policy Major, Art History Minor, GPA 3.4

Bob Linville Bob Linville Littleton, Colorado Details
Bob Linville's Merrill Lynch Experience January 1996 - March 2000
Job Director Product Management at Scivantage
Industry Financial Services
Experience
Scivantage  July 2013 - Present
Broadridge  March 2000 - June 2013
Merrill Lynch   January 1996 - March 2000

Skills
Securities, Prime Brokerage, Equities, Requirements Analysis, Fixed Income, Back Office, Mutual Funds, Hedge Funds, Financial Services, Trading Systems, Capital Markets, Corporate Actions, Derivatives, Series 7, Options, Financial Markets, Business Analysis

Education
Duke University   1977 — 1981
BA, History

Diego Fuentes Diego Fuentes New York, New York Details
Diego Fuentes's Merrill Lynch Experience 2005 - 2007
Job Asset Management Professional
Industry Financial Services
Experience
Fortress Investment Group  June 2013 - Present
Altima Partners - Multi Strategy Hedge Fund   2007 - 2012
Merrill Lynch   2005 - 2007

Skills
Valuation, Commodity, Hedge Funds, Mergers, Equities, Mergers & Acquisitions, Emerging Markets, Investment Banking, Investments, Capital Markets, Alternative Investments, Private Equity, Financial Modeling, Bloomberg, Corporate Finance, Equity Research

Education
Duke University
Biomedical Engineering

INSEAD
Master of Business Administration (M.B.A.)

Eric Ebanks, CRPC®, MBA Eric Ebanks, CRPC®, MBA Stuart, Florida Details
Eric Ebanks, CRPC®, MBA's Merrill Lynch Experience January 2007 - May 2009
Job Business Analytics | Financial Modeling
Industry Medical Devices
Experience
Liberator Medical  May 2015 - Present
Oasis Outsourcing  May 2013 - October 2014
Wells Fargo Advisors  January 2012 - October 2012
VALIC  August 2009 - March 2011
Merrill Lynch   January 2007 - May 2009

Skills
Mutual Funds, Wealth Management, Investments, Retirement, Retirement Planning, Investment Strategies, Portfolio Management, Life Insurance, Variable Annuities, Employee Benefits, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Statistics, Differential Equations, Calculus, Business Analysis, Management, Payroll, HRIS, Financial Services, Financial Analysis, C++, Matlab, Banking, Call Centers, Financial Modeling

Education
Jacksonville University   2008 — 2009
MASTERS, BUSINESS ADMINISTRATION

University of Florida   2001 — 2006
BACHELOR OF SCIENCE, ECONOMICS

Suncoast High School   1997 — 2001

Duke University   1996 — 1997
Talent Identification Program

2015 Level 1 Candidate in the CFA Program

Aileen Takio Aileen Takio Greater New York City Area Details
Aileen Takio's Merrill Lynch Experience April 2012 - Present
Job Mid Atlantic Retirement Plan Specialist
Industry Financial Services
Experience
Merrill Lynch   April 2012 - Present
Merrill Lynch   August 2011 - April 2012
Merrill Lynch   January 2010 - August 2011
Merrill Lynch   August 2009 - January 2010
Merrill Lynch   November 2006 - August 2009
Merrill Lynch   March 2004 - November 2006
Merrill Lynch   January 2003 - March 2004
Merrill Lynch   March 2002 - January 2003
Irish Life group   June 1997 - February 2002

Skills
Retirement Planning, Series 7, Retirement, 401k, Salesforce.com, IRAs, Defined Benefit, Call Centers, 403 b, Series 63, Investments, Mutual Funds, Sales Management, CRM, Financial Advisory, Fixed Annuities, Wealth Management

Education
Dublin Institute of Technology   1997 — 2001
B.Sc. (Mgmt), Business Management/Marketing and Administration, Awarded by Trinity College Dublin, Ireland, Second Class Honors

Nicole Peters Nicole Peters New York, New York Details
Nicole Peters's Merrill Lynch Experience 2011 - 2011
Job Email Marketing Coordinator at Warby Parker
Industry Apparel & Fashion
Experience
Warby Parker  September 2014 - September 2015
Warby Parker  October 2012 - September 2014
Merrill Lynch   2011 - 2011

Skills
Email Marketing, ExactTarget, SQL, Social Media Marketing, Microsoft Office, PowerPoint, Photoshop, Facebook, Research, Social Media, Microsoft Excel

Education
Duke University   2008 — 2012
Bachelor of Arts (BA), International Comparative Studies

Westchester Country Day School   2004 — 2008

Nihar Bhupalam Nihar Bhupalam San Francisco Bay Area Details
Nihar Bhupalam's Merrill Lynch Experience 2008 - 2008
Job Product Manager, Google Play
Industry Computer Software
Experience
Google  September 2014 - Present
salesforce.com  April 2013 - August 2014
Chicago Bulls  September 2012 - April 2013
DRW Trading Group  July 2009 - June 2012
Merrill Lynch   2008 - 2008

Skills
Data Analysis, Python, Android Development, SQL, Java, C, Matlab, Options, Proprietary Trading, Market Making, Derivatives

Education
University of Chicago   2011 — 2013
Master's degree, Computer Science

Duke University   2005 — 2009
Bachelor of Science (B.S.), Statistics, Economics

London School of Economics and Political Science   2007 — 2007
Economics

NYU   2007 — 2007

Joan Burnap Joan Burnap Portsmouth, New Hampshire Details
Joan Burnap's Merrill Lynch Experience 1982 - Present
Job Retired Senior Associate at Merrill Lynch
Industry Leisure, Travel & Tourism
Experience
Merrill Lynch   1982 - Present
Davis Skaggs & Company   1973 - 1982

Education
Duke University

Conrad Griggs Conrad Griggs Springfield, Missouri Area Details
Conrad Griggs's Merrill Lynch Experience June 1979 - December 2005
Job Business Development for The Bank of Missouri
Industry Banking
Experience
The Bank of Missouri  September 2010 - Present
Merrill Lynch   June 1979 - December 2005
Missouri National Guard  April 1966 - April 1991

Skills
Business Development, Small Business, Strategic Planning, Public Relations, Customer Service, Team Building, Public Speaking, Small Business Lending, Banking, Marketing, Fundraising, Event Management, Event Planning, Sales, Social Networking, Leadership, Finance

Education
Missouri State University   2005 — 2009
Masters Arts and Letters, Religious Studies

Drury University   1968 — 1972
Bachelors of Science, History and Sociology

Jay Didier Jay Didier Charlotte, North Carolina Area Details
Jay Didier's Merrill Lynch Experience August 2005 - March 2007
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  February 2015 - Present
Wells Fargo Securities  January 2011 - February 2015
Wells Fargo Securities  July 2009 - July 2011
Wachovia Securities  April 2007 - July 2009
Merrill Lynch   August 2005 - March 2007
Merrill Lynch   September 2003 - August 2005

Skills
Due Diligence, Alternative Investments, Fixed Income, Leveraged Finance, High Yield, Investment Banking, Loan Origination, Valuation, Hedge Funds, Capital Markets, Financial Structuring, Business Strategy, LBO, Financial Modeling, Private Equity

Education
Duke University - The Fuqua School of Business   2001 — 2003
MBA, Finance

Duke University   1999 — 2001
MEM, Resource Economics and Policy

Washington and Lee University   1992 — 1996
BS, Natural Science and Math

Lauren Rueger Lauren Rueger Jacksonville, Florida Details
Lauren Rueger's Merrill Lynch Experience November 2004 - April 2006
Job Communications Consultant
Industry Public Relations and Communications
Experience
CSX Transportation  August 2008 - April 2013
APCO Worldwide  March 2006 - August 2008
Merrill Lynch   November 2004 - April 2006
APCO Worldwide  November 2001 - July 2004

Skills
Strategic Communications, Public Affairs, Crisis Communications, Media Relations, Public Relations, Corporate Communications, Internal Communications, Press Releases, Public Policy, Corporate Social..., Editing, Crisis Management, Marketing Strategy, Process Improvement, Strategy, Message Development, New Media

Education
Duke University
Bachelor of Arts (BA), Economics and Public Policy

Anna K. Curry, CFP® Anna K. Curry, CFP® Charlotte, North Carolina Details
Anna K. Curry, CFP®'s Merrill Lynch Experience October 2003 - April 2006
Job LPL Financial
Industry Financial Services
Experience
Foundation Source  May 2012 - July 2013
Traust Sollus Wealth Management  February 2011 - December 2011
Wilmington Trust Company  August 2006 - August 2010
Merrill Lynch   October 2003 - April 2006
Capgemini  1999 - 2003

Skills
Wealth Management, Financial Planning, Investment Advisory, Estate Planning

Education
Duke University   1995 — 1999
BA

James Papas James Papas New York, New York Details
James Papas's Merrill Lynch Experience July 2000 - January 2009
Job Credit Sales, Pierpont Securities
Industry Investment Banking
Experience
Pierpont Securities  August 2014 - Present
KGS-Alpha Capital Markets, L.P.   September 2013 - July 2014
Canaccord Genuity Inc.  April 2013 - August 2013
RBS Global Banking & Markets  June 2009 - November 2011
Merrill Lynch   July 2000 - January 2009

Skills
CFA, Bloomberg, Credit Derivatives, Credit Trading, Chartered Financial...

Education
Duke University

John Reger John Reger Gainesville, Florida Area Details
John Reger's Merrill Lynch Experience January 1995 - January 1997
Job Gator Moving & Storage Real Estate Investment Specialist
Industry Investment Management
Experience
GATOR MOVING & STORAGE, CO   August 2009 - Present
FINANZSTARK, LLC   January 2008 - Present
ENTRUST FREEDOM   August 2009 - December 2011
Millennium Bank  March 2006 - July 2008
AmSouth's Wealth Management Group   November 2001 - March 2006
AmSouth Bank  January 1997 - January 2006
Merrill Lynch   January 1995 - January 1997
First Union National Bank  January 1988 - January 1994

Skills
Business Development, Project Management, Investments, Real Estate, Loans, Marketing, Sales Management, Financial Analysis, Portfolio Management, CRM, Strategic Financial..., New Business Development, Investors, Leadership, Business Planning, Selling, Sales, Networking, Customer Service, Property, Banking, Investment Properties, Commercial Real Estate, Customer Satisfaction

Education
Duke University

Texas Tech University
Bachelor, Business Administration; finance

Texas Tech University - Rawls College of Business   1980 — 1985

Canyon High School   1973 — 1976

Cohen Brown Performance Solutions

John Peters, AIF® CFP® John Peters, AIF® CFP® Greater Atlanta Area Details
John Peters, AIF® CFP®'s Merrill Lynch Experience 1983 - 1985
Job Marketing/Retirement Plan Consulitng
Industry Financial Services
Experience
Commonwealth Financial Network  March 2011 - Present
Cafaro Greenleaf   January 2008 - March 2011
Register & Akers Investments   January 2005 - January 2007
The Bank of New York Mellon  2007 - 2007
Astrop Advisory Corporation   2003 - 2005
Specialty Foods International   1998 - 2003
Investors Financial Group (Now ING)   1997 - 1998
Sterne Agee  1993 - 1998
Alex Brown & Sons Incorporated   1985 - 1993
Merrill Lynch   1983 - 1985

Skills
Retirement Planning, 401k, Financial Services, Marketing, Employee Benefits, Strategic Planning, ERISA, Product Management, Product Development, Positioning, Social Media, Defined Contribution, B2B Marketing Strategy, Wealth Management, Investments, RIA, Practice Management, Retirement Plan..., Qualified Retirement..., Business Coaching, Relationship Management, Broker-Dealer

Education
Duke University   2006 — 2007
Certificate, Financial Planning

Emory University   1980 — 1984
BA, International Studies

Jared Haftel Jared Haftel San Francisco Bay Area Details
Jared Haftel's Merrill Lynch Experience July 2009 - June 2011
Job MBA Candidate, Stanford Graduate School of Business
Industry Primary/Secondary Education
Experience
Vector Capital  August 2011 - July 2013
Merrill Lynch   July 2009 - June 2011
Credit Suisse  May 2008 - August 2008

Skills
LBO, Investment Banking, Valuation, Financial Modeling

Education
Duke University   2005 — 2009
Bachelors of Science, Mathematics & Economics

Marcus J Mollmann Marcus J Mollmann Greater Denver Area Details
Marcus J Mollmann's Merrill Lynch Experience 1998 - 2000
Job CEO at Closetbox, Inc.
Industry Information Technology and Services
Experience
Closetbox, Inc.   May 2014 - Present
Capdominus   January 2012 - Present
New West Investment, LLC   May 2007 - December 2011
Archstone  2004 - 2007
The White House  2000 - 2002
Bush-Cheney, Inc.   2000 - 2001
Merrill Lynch   1998 - 2000

Skills
Marketing, Commercial Real Estate, Brokerage, Due Diligence, Real Estate, Investment Banking, Equities, Strategy, Capital Markets, Financial Modeling, Capital, Investment Properties, Asset Management, Loans

Education
Harvard Business School   2002 — 2004
MBA

Duke University   1994 — 1998
BS, Economics and Public Policy

Melissa Ann Lockhart Melissa Ann Lockhart Jacksonville, Florida Area Details
Melissa Ann Lockhart's Merrill Lynch Experience 2002 - 2006
Job CPA/ABV Specializing in Economic Modeling for Litigation and Valuations
Industry Accounting
Experience
Business Valuation, Inc.   May 2006 - Present
Merrill Lynch   2002 - 2006
SuperStock, Inc.   1994 - 2002

Skills
Financial Analysis, Corporate Finance, Financial Reporting, Valuation, Financial Planning, Accounting, Financial Modeling, Private Equity, Securities, Financial Accounting, Strategic Planning, Mergers & Acquisitions

Education
Leadership Matters   2014 — 2014
Leadership Workshop

University of North Florida   2002 — 2008
Master of Accountancy, Accounting, Taxation

Duke University   1983 — 1987
AB, Economics

Orange Park High School   1979 — 1983

Business Valuation School, AICPA

David Heaney David Heaney Seattle, Washington Details
David Heaney's Merrill Lynch Experience June 2005 - June 2007
Job Category Merchant Manager at Amazon
Industry Internet
Experience
Amazon  December 2013 - Present
TomorrowVentures, LLC   June 2011 - 2013
Cummins, Inc  June 2010 - August 2010
Platform Partners LLC   January 2008 - June 2008
Merrill Lynch   June 2005 - June 2007

Education
Northwestern University - Kellogg School of Management   2009 — 2011
MBA, Management & Strategy, International Business

Northwestern University School of Law   2008 — 2011
Juris Doctor

Duke University   2001 — 2005
BSE, Civil Engineering

Charles Goldberg Charles Goldberg Greater Atlanta Area Details
Charles Goldberg's Merrill Lynch Experience 2004 - 2010
Job Financial Advisor, CPA, JD, MBA
Industry Financial Services
Experience
Financial Innovations   December 2011 - Present
Wells Fargo Advisors  September 2010 - December 2011
Merrill Lynch   2004 - 2010
Radiant Systems  2000 - 2004
Deloitte & Touche  1996 - 1998
Arthur Andersen  1992 - 1994

Skills
Financial Analysis, Strategic Financial..., Investments, Corporate Finance, Alternative Investments, Capital Markets, Retirement Planning, Estate Planning, Tax, Financial Risk, Finance, Small Business, Risk Management, Wealth Management, Financial Advisory, Portfolio Management, Asset Management, Securities, Financial Planners, Management

Education
Emory University - Goizueta Business School   1988 — 1992
MBA, JD/MBA program

Emory University School of Law   1988 — 1992
JD, Law

Duke University   1984 — 1988
BA, Economics

Balduin Hesse Balduin Hesse San Francisco Bay Area Details
Balduin Hesse's Merrill Lynch Experience July 2008 - August 2008
Job CEO / President at Frontier Renewables LLC
Industry Renewables & Environment
Experience
Frontier Renewables LLC   June 2008 - Present
Merrill Lynch   July 2008 - August 2008
Bloomberg  November 2007 - January 2008
Bloomberg News  June 2005 - November 2007
Bloomberg  November 2004 - June 2005
Bloomberg News  October 2002 - November 2004
Bloomberg News  January 2002 - October 2002

Skills
Clean Energy, Solar, Photovoltaics, Cleantech, New Business Development, Business Management, Business Strategy, International Business..., German, Spanish, Renewable Energy, Alternative Energy, Entrepreneurship, Family Business, Entrepreneur, Corporate Development, Project Finance, Energy, Clean Technology, Strategic Partnerships

Education
INSEAD   2008 — 2008
MBA, Business

INSEAD   2008 — 2008
MBA, Business

Northwestern University   2000 — 2001
MSJ, Financial Journalism

Duke University   1997 — 2000
BA, History

Beverly Hills High School   1994 — 1997

Nichola (Murdoch) Bennett Nichola (Murdoch) Bennett Greater Los Angeles Area Details
Nichola (Murdoch) Bennett's Merrill Lynch Experience May 2005 - November 2006
Job at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management  September 2009 - Present
Niai   2008 - 2009
JPMorgan Chase  2007 - 2008
Merrill Lynch   May 2005 - November 2006
Bear Stearns  2001 - 2005

Education
Dublin Business School   2002 — 2006
BA, Financial Services

Rene Rossi Rene Rossi Greater Philadelphia Area Details
Rene Rossi's Merrill Lynch Experience October 1999 - December 2001
Job Media PA
Industry Law Practice
Experience
Anderson Elder Law   September 2014 - Present
Stradley Ronon  September 2012 - Present
CDI Corporation  April 2011 - July 2012
Drinker Biddle & Reath LLP  December 2002 - April 2011
Merrill Lynch   October 1999 - December 2001
Wilmington Trust  July 1993 - October 1999
Main Line Federal   1990 - 1993

Skills
Process Improvement, Loans, Legal Compliance, Trusts

Education
Villanova University   2002 — 2002
Paralegal Certificate

Pennsylvania State University-Great Valley Graduate Center   1991 — 1994
Master of Management, Business

Drexel University - LeBow College of Business   1981 — 1986
B.S., Business

Anthony McDevitt Anthony McDevitt United States Details
Anthony McDevitt's Merrill Lynch Experience June 2008 - August 2008
Job CoHead of Structured Products at Brownstone Investment Group
Industry Financial Services
Experience
Brownstone Investment Group  July 2015 - Present
CapRok Capital  August 2009 - May 2015
Merrill Lynch   June 2008 - August 2008
Merrill Lynch   June 2006 - August 2006

Skills
Fixed Income, Alternative Investments, Capital Markets, Equities, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Management, Portfolio Management, Structured Products, Valuation, Bloomberg, Strategy

Education
Duke University - The Fuqua School of Business   2007 — 2009
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Duke University   2003 — 2007
Bachelor of Arts (B.A.), Economics

William Penn Charter School   1999 — 2003
High School Diploma

Zachary Stiefler Zachary Stiefler Philadelphia, Pennsylvania Details
Zachary Stiefler's Merrill Lynch Experience August 2009 - June 2011
Job CoFounder and CEO, Bungalow Insurance
Industry Venture Capital & Private Equity
Experience
Bungalow Insurance   March 2014 - Present
Lindsay Goldberg  July 2011 - July 2013
Merrill Lynch   August 2009 - June 2011
Merrill Lynch   May 2008 - August 2008
North Castle Partners  May 2007 - August 2007

Skills
Private Equity, Investment Banking, Leadership, Financial Modeling, Valuation, LBO, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Venture Capital, Banking, Research, Corporate Development, Capital Markets, Bloomberg, Strategic Planning, IPO, M&A experience, Entrepreneurship, Microsoft Office, Equities, Investments, Hedge Funds, Business Strategy, Strategy, Mergers, Consumer Products, Market Research, Competitive Analysis, Recruiting, Public Speaking, Event Planning, Data Analysis

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (MBA)

Duke University   2005 — 2009
Bachelor of Science (BS); Bachelor of Arts (BA), Economics, Political Science, Art History

William Geary William Geary Brooklyn, New York Details
William Geary's Merrill Lynch Experience June 2011 - August 2011
Job Partnerships at Venture for America
Industry Civic & Social Organization
Experience
Venture for America  January 2015 - Present
FounderLift   December 2014 - Present
Food52  2014 - 2015
Bank of America Merrill Lynch  2012 - 2014
Merrill Lynch   June 2011 - August 2011

Education
Duke University   2008 — 2012
B.S. Economics, B.A. Philosophy

The London School of Economics and Political Science (LSE)   2011 — 2011
Econometrics

Noble and Greenough School   2002 — 2008
High School

John Harmon, PMP John Harmon, PMP Greater Boston Area Details
John Harmon, PMP's Merrill Lynch Experience June 2010 - November 2010
Job Global IT Program Manager
Industry Information Technology and Services
Experience
Biogen Idec  August 2013 - Present
Brown University  November 2010 - July 2013
Merrill Lynch   June 2010 - November 2010
MIT  March 2009 - May 2010
Fidelity Investments  2002 - 2008
Vignette  1998 - 2002
Open Market  1998 - 1998
Electronic Press Services Group   1996 - 1998
Atlantic Media Company  1994 - 1996
Bedford Books of St. Martin's Press   1993 - 1993

Skills
Program Management, Project Portfolio..., Project Planning, Vendor Management, Requirements Analysis, Quality Assurance, Budget Management, SOA, MS Project, PMO, Waterfall, SharePoint, Excel, PowerPoint, Visio, SDLC, Risk Management, Earned Value Management, Data Marts, Business Analysis, Software Project..., Process Improvement, Business Process..., Change Management, Process Development, Project Delivery, Team Leadership, Cross-functional Team..., Business Process, Team Building, Requirements Gathering, Integration, ERP, Resource Management, Documentation, Software Development, IT Management, Mentoring, Problem Solving, Cloud Computing, HR Transformation, RFI, Process Modeling, Process Engineering, RFP, PMP, Business Requirements, IT Governance, Systems Analysis, Project Implementation

Education
Duke University   1989 — 1993
BA, English

Weston High School   1986 — 1989

Olga Mir Olga Mir New York, New York Details
Olga Mir's Merrill Lynch Experience June 2010 - August 2010
Job J.D. Candidate at NYU School of Law
Industry Law Practice
Experience
Kirkland & Ellis LLP  May 2015 - July 2015
Crowell & Moring LLP  May 2014 - July 2014
Law Office of Hugo Florido   July 2012 - August 2012
Law Offices of Jeffrey Lichtman   May 2011 - August 2011
America Reads and America Counts  October 2010 - May 2011
Merrill Lynch   June 2010 - August 2010

Skills
Microsoft Office, Spanish, Research, PowerPoint, Microsoft Word, Event Planning, Non-profits, Editing, Facebook, Social Networking, Immigration Issues, Foreclosure Defense, Data Analysis

Education
New York University School of Law   2013 — 2016
Juris Doctor

Duke University   2009 — 2013
Bachelor of Arts, International Comparative Studies; Philosophy, Politics, and Economics

Atlantic Community High School   2005 — 2009
International Baccalaureate Diploma

Charlie Neiman Charlie Neiman San Francisco Bay Area Details
Charlie Neiman's Merrill Lynch Experience June 2008 - August 2008
Job Sports Content Partnerships & Business Development at YouTube
Industry Internet
Experience
YouTube  August 2012 - Present
Google  August 2010 - August 2012
Bryant Christie Inc.  June 2009 - August 2009
Merrill Lynch   June 2008 - August 2008
Wedbush Morgan Securities  February 2008 - May 2008

Skills
Business Strategy, Start-ups, Market Research, Marketing Strategy, Innovation, Business Analysis, New Business Development, Financial Analysis, Financial Modeling, Social Media, Strategic Partnerships, Strategy, Product Development, Business Process..., Entrepreneurship, Analytics, Competitive Analysis, Sales Operations, Consulting, Marketing

Education
Duke University
BA, Political Science

Ade Okunyade Ade Okunyade Bloomfield, Connecticut Details
Ade Okunyade's Merrill Lynch Experience June 2014 - August 2014
Job First Year Undergraduate Mentorship Candidate at Barclays Investment Bank
Industry Investment Management
Experience
Barclays Investment Bank  February 2015 - Present
Duke Student Initiative on Social Entreprenuership   January 2015 - Present
SpeedFeed   January 2015 - Present
Merrill Lynch   June 2014 - August 2014
Institue for Regenerative Engineering   May 2013 - September 2013

Skills
Leadership, Negotiation, Entrepreneurship, Research, Public Speaking, Analysis, Financial Analysis, Microsoft Excel, Project Management, Teaching, English, Social Media, Economics, Community Outreach

Education
Duke University   2014 — 2018
Bachelor of Arts (B.A.), Applied Economics

James Criner James Criner Evanston, Illinois Details
James Criner's Merrill Lynch Experience April 1990 - May 2001
Job Financial Markets Professional
Industry Financial Services
Experience
National Runaway Safeline  January 2006 - Present
J.P. Morgan   2002 - 2013
Merrill Lynch   April 1990 - May 2001

Skills
Financial Markets, Options Trading, Hold Series 7, Board of Directors, Futures Trading, Technical Analysis, CME Floor Broker, Options, Fixed Income, Trading, Commodity, Equities, Hedge Funds, Rates, Derivatives, Bonds, Hedging, Financial Analysis, Brokerage, Securities, Electronic Trading, Capital Markets, Alternative Investments, Bloomberg, Investments, Interest Rate..., Equity Trading, Risk Management, Asset Management, Series 7, Swaps, Series 63, Futures, Eurodollars, US Treasuries, Globex, Spread Trading, Foreign Exchange, Currency

Education
Duke University
Dual AB, Economics & History

Groton School

Jessica (Lohrman) Prager Jessica (Lohrman) Prager New York, New York Details
Jessica (Lohrman) Prager's Merrill Lynch Experience May 2008 - August 2008
Job Strategy & Operations at ClassPass
Industry Consumer Services
Experience
Be Mixed   June 2014 - August 2014
Warby Parker  December 2012 - July 2013
PepsiCo  July 2011 - December 2012
Bain & Company  September 2009 - July 2011
Merrill Lynch   May 2008 - August 2008
Merrill Lynch   June 2007 - August 2007
Matador Resources  June 2006 - August 2006

Education
Harvard Business School   2013 — 2015
Master of Business Administration (M.B.A.)

Duke University   2005 — 2009
BS, Economics

NYU in Florence, Italy   2007 — 2007
Study abroad

Claire McConnell Claire McConnell San Francisco Bay Area Details
Claire McConnell's Merrill Lynch Experience May 2008 - August 2008
Job Finance Manager at Tesla Motors
Industry Management Consulting
Experience
Tesla Motors  May 2013 - Present
Tesla Motors  May 2011 - May 2013
McKinsey & Company  August 2009 - May 2011
Merrill Lynch   May 2008 - August 2008

Skills
Financial Modeling

Education
Duke University
BS

Jonathan Berg Jonathan Berg Greater New York City Area Details
Jonathan Berg's Merrill Lynch Experience October 1996 - October 1997
Job Opportunistic Credit and Equities at Cohanzick Management, LLC
Industry Investment Management
Experience
Cohanzick Management, LLC   May 2010 - Present
Seven Bridges Management LP   April 2009 - December 2009
Ellington Management Group  May 2007 - December 2008
Bear Stearns / BSAM   June 2002 - April 2007
Trust Company of the West (now Crescent Capital Group)   January 1999 - May 2002
Sears, Roebuck and Co.   October 1997 - December 1998
Merrill Lynch   October 1996 - October 1997
Crescent Capital/TCW (now Crescent Capital Group)   April 1994 - October 1996
Congressional Budget Office  June 1992 - April 1994
Real Estate/Municipals Sell-Side Boutique   August 1993 - March 1994

Skills
High Yield, Distressed Debt, Trading, Leveraged Finance, Credit Analysis, High Yield Bonds, Portfolio Management, Equities, Investment Strategies, Investment Banking, Options, Hedge Funds, Investments, Capital Markets, Series 7, Opportunistic Credit, Loans, Special Situation..., Value Equities, Event-Driven, Long/Short, Preferred, CLO, Converts, Leveraged Loans, Investment Strategy, Value Investing, Debt, Bridge Loans, Financial Risk, Structured Finance, Mezzanine, Valuation, Structured Products, Series 63, Syndications, Buy-side, Fixed Income, Convertible Bonds, Special Situations, Credit, LBO, Credit Derivatives, Securities, Emerging Markets, Financial Structuring, Private Equity, Bloomberg, Investment Management, Equity Research

Education
Duke University   1988 — 1992
B.A., Economics

Divya Yerramilli Divya Yerramilli Boston, Massachusetts Details
Divya Yerramilli's Merrill Lynch Experience May 2007 - July 2007
Job Resident Physician
Industry Medical Practice
Experience
Harvard Radiation Oncology Program   June 2015 - Present
Penn Medicine (University of Pennsylvania Health System)   June 2014 - June 2015
Department of Radiation Oncology, University of Pennsylvania   May 2011 - June 2014
Department of Bioethics, University of Pennsylvania   May 2011 - August 2011
Armaleo Lab, Duke University   August 2009 - May 2010
Johnsen Lab, Duke University   August 2007 - May 2010
Johnson & Johnson  May 2009 - August 2009
Johnson & Johnson  May 2008 - August 2008
Merrill Lynch   May 2007 - July 2007

Skills
R&D, Cancer, Medicine, Qualitative Research, Molecular Biology, Epidemiology, Public Speaking

Education
University of Pennsylvania   2010 — 2014
Doctor of Medicine (MD)

University of Pennsylvania   2010 — 2014
Master's degree, Bioethics/Medical Ethics

Duke University   2006 — 2010
Bachelor of Science (BS), Biology, Ethics

Ashley Baker Ashley Baker Washington D.C. Metro Area Details
Ashley Baker's Merrill Lynch Experience May 2012 - November 2012
Job CEO, Civica Global College Admissions Consulting
Industry Education Management
Experience
Civica Global Admissions Consulting   March 2011 - Present
Merrill Lynch   May 2012 - November 2012
Duke University  August 2011 - May 2012
U.S. House of Representatives   June 2006 - July 2011
Duke Department of Psychology and Neuroscience   August 2010 - February 2011
Kathy Harrington for NC Senate   June 2010 - November 2010
Duke Asian and Pacific Studies Institute   August 2009 - May 2010
The Gaston Gazette  May 2005 - August 2008

Skills
Public Speaking, Fundraising, Leadership, Editing, Research, Entrepreneurship, Public Relations, Microsoft Office, Data Analysis, Press Releases, Strategy, Social Media, PowerPoint, Microsoft Excel, Higher Education, College Admissions, College Applications, Writing, Interviews, Event Planning, Management, Teaching, Marketing Communications, Training, Nonprofits, Graphic Design, Program Management, Blogging, Social Networking, Microsoft Word, Community Outreach, Organization, Marketing, Facebook, Time Management, Social Media Marketing, Politics, HTML, Event Management, Analysis, InDesign, Marketing Strategy, Creative..., Volunteer Management, Creative Writing, Web Design, Photoshop, Leadership Development, WordPress, Market Research

Education
Duke University   2008 — 2012
BA, English, Political Science

University of Oxford   2008 — 2012
Bachelor of Arts (B.A.), Victorian Literature (Study Abroad While at Duke University)

TU Berlin   2010 — 2010
German language and poetry

South Point High School   2004 — 2008

Jeff Buchan Jeff Buchan Greater New York City Area Details
Jeff Buchan's Merrill Lynch Experience 2008 - 2009
Job Global Industry Relations & Strategic Partnerships at Google
Industry Marketing and Advertising
Experience
Google  2015 - Present
Google  2013 - 2015
Google  2011 - 2013
Ogilvy & Mather  2010 - 2011
Ogilvy & Mather  2009 - 2010
Merrill Lynch   2008 - 2009
Merrill Lynch   June 2007 - August 2007
Duke University Fuqua School of Business  2006 - 2007

Skills
Digital Marketing, Digital Media, Digital Strategy, Strategic Partnerships, Integrated Marketing, Account Management, Business Strategy, Technology Policy, Public Policy, Marketing Strategy, Direct Marketing, Marketing Communications, Google Analytics, Social Media, Public Affairs, Web Analytics

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Strategy, Management

Duke University   2004 — 2008
BA, Political Science, Markets & Management

Horace Greeley High School   2000 — 2004

Bayan Barua Bayan Barua San Francisco Bay Area Details
Bayan Barua's Merrill Lynch Experience July 2000 - August 2002
Job Global Investment Specialist at JPMorgan
Industry Banking
Experience
JPMorgan  2005 - Present
Monitor Group  December 2002 - July 2003
Merrill Lynch   July 2000 - August 2002
Merrill Lynch   July 1999 - July 2000

Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Management, Investment Banking, Private Equity, Leveraged Finance, Portfolio Management, Investments, Capital Markets

Education
Stanford University Graduate School of Business   2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General

Duke University   1995 — 1999
BSE, Electrical and Biomedical Engineering

LFA

Jordan Mahaffey, CFA, CAIA Jordan Mahaffey, CFA, CAIA New York, New York Details
Jordan Mahaffey, CFA, CAIA's Merrill Lynch Experience July 2007 - July 2012
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS  June 2015 - Present
J.P. Morgan   July 2012 - June 2015
Merrill Lynch   July 2007 - July 2012

Education
Duke Fuqua School of Business
Master of Business Administration (M.B.A.), Finance

Duke University
Bachelor of Science, Economics

United States Military Academy at West Point
Computer Science

Martin Jonca Martin Jonca Philadelphia, Pennsylvania Details
Martin Jonca's Merrill Lynch Experience 2006 - 2008
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Valo Group   June 2014 - August 2014
Lantheus Medical Imaging  2012 - 2013
Avista Capital Partners  2008 - 2011
Merrill Lynch   2006 - 2008

Skills
Private Equity, Venture Capital, Growth Equity, Leveraged Buyouts, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Leveraged Finance, Investment Banking, Corporate Strategy..., Business Strategy, Strategic Partnerships, Value Creation, Lean Startup

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (M.B.A.)

University of Pennsylvania   2003 — 2006
Bachelor of Arts, Economics

Duke University   2002 — 2003
Bachelor of Arts, Economics

Nicholas DeVito Nicholas DeVito Greater New York City Area Details
Nicholas DeVito's Merrill Lynch Experience 1997 - 2005
Job Managing Director Technology Group JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  October 2005 - Present
Merrill Lynch   1997 - 2005
Citi  1982 - 1997

Skills
Architecture, Network Strategy, Data Center, Infrastructure, ITIL, IT Strategy, Vendor Management, Enterprise Architecture, PMO, SDLC, Project Portfolio..., Technology Management, Project Management, Cloud Computing, Leadership, Team Leadership, Global Cross-Functional..., Disaster Recovery, Computer Network...

Education
Duke University   1999 — 2000
MBA, Business

Iona College   1990 — 1994
Bachelor of Science (BS), Business/Managerial Economics, Cum Laude

Lance Widner, CFA, CFP® Lance Widner, CFA, CFP® New York, New York Details
Lance Widner, CFA, CFP®'s Merrill Lynch Experience September 1999 - December 2003
Job Senior Director Private Equity Group at Oppenheimer & Co. Inc.
Industry Venture Capital & Private Equity
Experience
Oppenheimer & Co. Inc.   October 2014 - Present
US Navy  October 2014 - Present
Oppenheimer & Co.   April 2011 - October 2014
First Hawaiian Bank  January 2005 - October 2009
AXA Advisors  April 2004 - December 2004
Merrill Lynch   September 1999 - December 2003

Skills
Financial Analysis, Financial Planning, Portfolio Strategy, Corporate Finance, Portfolio Management, Emerging Markets, Spanish, Asset Allocation, Geopolitics, Country Risk Analysis, Public Speaking, Quantitative Research, Strategic Financial..., Asset Management, Business Strategy, Strategy, Risk Management, Investments, Entrepreneurship, Equities, Securities

Education
IE Business School   2009 — 2010
MBA, Finance, Emerging Markets, 3.4 GPA

Drury University   1994 — 1998
BA, Business Administration

Jefferson City High School   1990 — 1994

Alec Rubenstein Alec Rubenstein New York, New York Details
Alec Rubenstein's Merrill Lynch Experience June 2012 - August 2012
Job Private Equity Associate at 3i Group
Industry Financial Services
Experience
3i Group plc  May 2015 - Present
Bain & Company  2013 - 2015
Southern Tide  August 2010 - May 2013
Merrill Lynch   June 2012 - August 2012
Caacupé ONG   June 2011 - August 2011
MotionPoint Corporation  June 2007 - August 2009

Skills
Strategy, Financial Modeling, Business Analysis, Due Diligence, Analytics, Public Speaking, Business Transformation, Leadership, Management Consulting, Research, Corporate Finance, Social Media, Business Process..., Valuation

Education
UNC Chapel Hill   2009 — 2013
Robertson Scholar; BS, Business Administration; Economics, Highest Honors

Duke University   2009 — 2013
Robertson Scholar, Economics

Matthew Sides Matthew Sides Greater St. Louis Area Details
Matthew Sides's Merrill Lynch Experience May 2010 - August 2010
Job Tax Auditor at Missouri Department Of Revenue
Industry Government Administration
Experience
Missouri Department Of Revenue  February 2014 - Present
Oklahoma State University  August 2012 - May 2013
Volunteer Income Tax Assistance  March 2011 - April 2012
Merrill Lynch   May 2010 - August 2010

Skills
Financial Audits, Tax Compliance, Financial Analysis, Tax Preparation, Strategic Planning, Marketing, Project Management, Financial Planning, Leadership, Customer Service, International Business, QuickBooks, SAP, Microsoft Excel, PowerPoint

Education
Oklahoma State University   2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Drury University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting

Scott Richman Scott Richman Greater Philadelphia Area Details
Scott Richman's Merrill Lynch Experience March 2000 - October 2004
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2015 - Present
RBC Wealth Management  October 2004 - March 2015
J.B.Hanauer   October 2004 - October 2009
Merrill Lynch   March 2000 - October 2004
sunstate steel   May 1990 - April 2000

Skills
bringing tax exempt..., managaging covered call..., Public Finance, Financial Management, Investment Strategies, save for college or..., Portfolio Management, Save, Investments, Retirement, Series 63, Estate Planning, Series 7, Fixed Annuities, Risk Management, Financial Services, Banking, Asset Managment, Asset Management, Strategy, Investment Advisory, Insurance, Financial Analysis, Small Business, Wealth Management, Finance, Management, Retirement Planning, Mutual Funds, Small Business Lending, Long-term Care, Due Diligence, Asset Allocation, Securities, Financial Risk, Life Insurance, Wealth Management..., Loans, Financial Advisory, High Net Worth..., 401k Rollovers, Financial Planners, Separately Managed..., Strategic Financial..., Bonds, Wealth Accumulation, Alternative Investments, Trust Services, Variable Annuities, Trust Management

Education
Drexel University - LeBow College of Business   1971 — 1976
BS, Mktg and Finance

Gemantown Lutheran Academy '71   1969 — 1971
baccaleaurette, Academic Curriculim

Denise Kennedy DePriest Denise Kennedy DePriest Kingsport, Tennessee Details
Denise Kennedy DePriest's Merrill Lynch Experience September 2013 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   September 2013 - Present

Skills
Retirement Planning, Retirement Income..., Modular Retirement..., Selective Income..., Trust and Estate..., Financial Planning..., Wealth Management, Asset Management, Estate Planning, Strategic Financial..., Retirement, Investments, Asset Allocation, Series 7, Financial Planners, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Wealth, Financial Planning, Management, Public Speaking, Financial Analysis, Customer Service, Marketing, Team Building, Portfolio Management, Strategic Planning, Small Business

Education
Duke University   2014 — 2015
Executive Certificate in Financial Planning

Milligan College
Bachelor of Science (BS), Business Administration

Alex Stone Alex Stone New York, New York Details
Alex Stone's Merrill Lynch Experience May 2010 - April 2014
Job Vice President CMBS Trading
Industry Financial Services
Experience
Morgan Stanley  April 2014 - Present
Merrill Lynch   May 2010 - April 2014
Bridgewater Associates  February 2009 - May 2010
J.P. Morgan   September 2008 - February 2009

Skills
Trading, Structured Products, CMBS, Market Making, Bond Markets, Capital Markets, Hedge Funds, Bloomberg, Bonds, Fixed Income

Education
Duke University   2004 — 2008
Bachelor of Science (BS), Political Science

Ethical Culture Fieldston School
High School

Sarita Vishakanta Sarita Vishakanta Greater New York City Area Details
Sarita Vishakanta's Merrill Lynch Experience November 2001 - March 2003
Job Investment Product Manager AXA Advisors,LLC
Industry Insurance
Experience
AXA Advisors  July 2014 - Present
MetLife  May 2006 - June 2014
Merrill Lynch   November 2001 - March 2003

Skills
Mutual Funds, Alternative Investments, Investments, Retirement, Financial Analysis, Series 7, Retirement Planning, Analysis, Due Diligence, Financial Advisory, Securities, Wealth Management, Insurance, Asset Allocation, IRAs, Series 63, Financial Services, Series 6, Portfolio Management, Fixed Annuities, Strategic Financial..., Life Insurance, Investment Advisory, 401k, Investment Strategies, Series 24, Financial Planning

Education
Drexel University - College of Business and Administration
Bachelor of Science, Economics

Chris Franks Chris Franks Greater Los Angeles Area Details
Chris Franks's Merrill Lynch Experience 2004 - 2005
Job Vice President of Capital Markets at FastPay
Industry Financial Services
Experience
FastPay  December 2014 - Present
Thomas Weisel Partners  August 2011 - October 2014
Thomas Weisel Partners  August 2007 - August 2011
CIBC World Markets  2005 - 2007
Merrill Lynch   2004 - 2005

Skills
Valuation, Private Equity, Venture Capital, Financial Modeling, Investment Banking, Due Diligence, LBO, Start-ups, Corporate Finance, Corporate Development, Emerging Markets, Alternative Investments, Hedge Funds, Capital Markets

Education
Duke University
Economics

University of California, Berkeley - Walter A. Haas School of Business
MBA

James A Harkins James A Harkins Greater Detroit Area Details
James A Harkins's Merrill Lynch Experience May 2007 - August 2008
Job MBA Candidate at University of Michigan Ross School of Business
Industry Management Consulting
Experience
University of Michigan - Ross School of Business  August 2015 - Present
PepsiCo  July 2014 - July 2015
BASF  January 2012 - July 2014
BASF  July 2010 - December 2011
The Arnone-Lerer Fund   August 2009 - May 2010
Johnson & Johnson  May 2009 - August 2009
Merrill Lynch   May 2007 - August 2008
XS Direct   May 2008 - July 2008

Skills
Corporate Finance, Financial Analysis, Forecasting, Finance, Financial Reporting, Financial Modeling, Microsoft Excel, Financial Forecasting, Financial Accounting, Microsoft Office, Analysis, Budgets, Strategic Financial..., Data Analysis, Variance Analysis, SAP, Portfolio Management, Investments, Bloomberg, CPA, M&A analysis, Due Diligence, WACC, DCF Valuation, CAPM, NPV, Budget Process, Financial Controlling, Managerial Finance, Managerial Accounting, Business Analysis, Cost Accounting, Cognos, Sales Finance, ROI, Trade Promotions, SAP BW, Valuation, Financial Planning

Education
University of Michigan - Stephen M. Ross School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Strategy

Villanova University   2006 — 2010
BS, Finance and Accounting, Mathematics Minor, Major GPA: 3.5

Harvard University Extension School   2012 — 2013
Graduate Coursework, Mergers & Acquisitions, 3.5 GPA

Dublin City University   2008 — 2008
History

Croton Harmon High School   2002 — 2006

Justin Turri Justin Turri West Point, New York Details
Justin Turri's Merrill Lynch Experience June 2010 - August 2010
Job Assistant Mens Lacrosse Coach Army West Point
Industry Sports
Experience
Army West Point   July 2014 - Present
Major League Lacrosse  June 2012 - Present
Providence College  January 2014 - June 2014
Fantex, Inc.   June 2012 - January 2014
Merrill Lynch   June 2010 - August 2010

Skills
Team-oriented, Team Leadership, Public Speaking, Multi Tasking, Time Management, Microsoft Office, SPSS, Financial Analysis, Data Analysis, Microsoft Excel, Social Media, Leadership, PowerPoint, Financial Modeling

Education
Duke University - Fuqua School of Business   2011 — 2012
Master's degree, Management Studies

Duke University   2007 — 2011
Bachelor of Science (B.S.), Economics

Judith Mercer, MPA Judith Mercer, MPA Greater Seattle Area Details
Judith Mercer, MPA's Merrill Lynch Experience June 1992 - August 1994
Job Sr. Business Program Manager at Microsoft
Industry Management Consulting
Experience
Microsoft  April 2015 - Present
Simplicity Consulting  November 2014 - Present
Derflan, Inc.   June 2010 - July 2014
Private LLC   December 2000 - 2011
Derflan Inc.  February 2010 - July 2010
Microsoft  1995 - 2000
Duke University  1992 - 1995
Merrill Lynch   June 1992 - August 1994

Skills
Business Intelligence, business development, Project Planning, Business Strategy, Product Marketing, Management, Program Management, Marketing, Cross-functional Team..., Project Management, Strategic Planning, Negotiation, Strategic Partnerships, Cross Cultural..., Business Analysis, Business Process..., Mediation, Field Marketing, Field Development, Cross-team Collaboration, Process Optimization, Financial Analysis, Channel Partners, Competitive Analysis, Market Analysis, Account Management, Budgets, Social Media, CRM, Product Management, International Business, Strategy, Leadership, Microsoft Excel, Financial Reporting, PnL Management, Conflict Resolution, Dispute Resolution, Real Estate Financing, Corporate Social...

Education
University of Washington   2012 — 2014
Executive Master of Public Administration (MPA), Public Administration

Duke University   1991 — 1995
BS, Computer Science

University of Washington   2002 — 2003
Certificate, Multimedia, N/A

Bellevue City Government
Bellevue Essentials

King County Dispute Resolution Center   2013 — 2013
Certificate, Basic Mediation

North Brunswick Township High School   1987 — 1991

Brian Schwartz Brian Schwartz San Francisco Bay Area Details
Brian Schwartz's Merrill Lynch Experience 2009 - 2009
Job Founder, CEO at Airbox
Industry Internet
Experience
Airbox Inc   2015 - Present
Sookasa  2013 - 2015
PrePay   2010 - 2013
Merrill Lynch   2009 - 2009
AVM, L.P.   2008 - 2008

Education
Duke University   2005 — 2009

Andrey Washington Andrey Washington New York, New York Details
Andrey Washington's Merrill Lynch Experience October 2007 - February 2009
Job Platform and Programmatic Sales at Yahoo
Industry Marketing and Advertising
Experience
Yahoo  July 2014 - Present
Videology Group  July 2013 - July 2014
Videology Group  May 2012 - June 2013
Videology Group  August 2011 - May 2012
Kennedy & Associates  May 2009 - August 2011
Merrill Lynch   October 2007 - February 2009
Sandy Spring Bank  June 2006 - August 2006
Nextel  2004 - 2004

Skills
Early Stage Companies, Online Advertising, Digital Marketing, Conversion Optimization, Ad Serving, Advertising Operations, Media Sales, Media Solutions, Video Advertising, Demand Side Platform, MySQL, Digital Strategy, Digital Media, Mobile Marketing, Start-ups, Integrated Marketing, Advertising, Leadership, Social Media, Analytics, CRM, Management, Marketing, Strategy

Education
Duke University
BA

Gonzaga College High School
Diploma

Michael J. Frederick, CFP®, ChFC®, CRPC®, CPWA® Michael J. Frederick, CFP®, ChFC®, CRPC®, CPWA® Collegeville, Pennsylvania Details
Michael J. Frederick, CFP®, ChFC®, CRPC®, CPWA®'s Merrill Lynch Experience July 1999 - January 2009
Job Vice President Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2009 - Present
Merrill Lynch   July 1999 - January 2009

Skills
Investments, Small Business, Retirement Planning, Financial Services, Retirement, Education Funding, Risk Management, Securities, Personal Finance, Mutual Funds, Management, Insurance, Finance, Investment Strategies, Alternative Investments, Financial Advisory, Equities, Financial Modeling, Fixed Income, High Net Worth..., Asset Allocation, Estate Investment..., Employee and Executive...

Education
Drexel University - College of Business and Administration   1983 — 1988
Finance

North Penn High School

The American College

The University of Chicago - Booth School of Business   2011 — 2011
Certified Private Wealth Advisor Program, Financial Services

Liz Kriegshauser Liz Kriegshauser Greater St. Louis Area Details
Liz Kriegshauser's Merrill Lynch Experience 1985 - 1986
Job World Champion Vigilant Guardian of Great Adventure
Industry Financial Services
Experience
Adventures In Golf   1996 - Present
Great Adventure   1989 - Present
Central Trust & Investment Company  2003 - 2008
Land Financial Group   1986 - 1989
Merrill Lynch   1985 - 1986
First Financial Group  1985 - 1985
Edward Jones  1983 - 1985

Skills
Strategic Planning, Business Development, Risk Management, Strategic Financial..., Project Management, Economics, Marketing Strategy, Golf Instruction, Sales, Management, Leadership, Marketing, Collaborative Work, CRM, Program Management, Retirement Planning, Analysis, Estate Planning, Financial Analysis, Entrepreneurship, Coaching, Banking, Investments, Collaboration, Wealth Management, Insurance, Finance, Nonprofits, Customer Service, Public Speaking, Strategy, Selling, New Business Development, Economics of Abundance, Collaborative Systems, Adaptive Wealth..., Financial Planning and..., Risk Mitigation, Collaborative Business..., Great Adventure Design..., Balance from the Target...

Education
University of Missouri-Saint Louis   1981 — 1983
Bachelor of Science, Business Administration, Finance

Washington University in St. Louis   1981 — 1981
Mechanical Engineering

Duke University   1979 — 1980
Mechanical Engineering

Cannon Financial Institute
Advanced Wealth Strategies - 2007

Landmark Education

Parkway Central High School - Class of 1979

Professional Licensures

The School for Extraordinary Golf - 1994

Alexander Crable Alexander Crable Greater New York City Area Details
Alexander Crable's Merrill Lynch Experience June 2009 - May 2011
Job Analyst at Investment Management Firm
Industry Investment Management
Experience
Investment Management Firm  August 2013 - Present
Apax Partners  June 2011 - July 2013
Merrill Lynch   June 2009 - May 2011

Skills
Private Equity, Investment Banking, Valuation, Leveraged Finance, Venture Capital, LBO, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Financial Analysis, Mezzanine, Due Diligence, Corporate Finance, Mergers, Restructuring, Principal Investing, Alternative Investments, Equity Research

Education
Duke University   2005 — 2009
BS, Economics, Mathematics

Steven Ruth, CFA Steven Ruth, CFA Greater Atlanta Area Details
Steven Ruth, CFA's Merrill Lynch Experience June 1996 - June 1998
Job at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management  June 2010 - Present
BlackRock  March 2004 - December 2008
Merrill Lynch Investment Managers  June 1998 - March 2004
Merrill Lynch   June 1996 - June 1998

Skills
Fixed Income, Asset Managment, Series 7, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Investments, Separately Managed..., Asset Management, Finance, Investment Management, Relationship Management

Education
Drexel University - LeBow College of Business   1989 — 1992
MBA, Management Science

Gettysburg College   1986 — 1989
BA, Economics

David Rollins David Rollins Baton Rouge, Louisiana Area Details
David Rollins's Merrill Lynch Experience November 2000 - March 2001
Job
Industry Investment Banking
Experience
_________, ________, & ________, Inc.   2012 - Present
Boy Scouts of America  2011 - Present
Morgan Stanley  2011 - 2012
boutique wealth advisory firm   April 2009 - August 2011
Credit Suisse  August 2002 - April 2009
Credit Suisse First Boston  2002 - 2004
IBM Rational  January 2001 - September 2001
Merrill Lynch   November 2000 - March 2001
Fidelity Investments  2000 - 2000
Accenture  1991 - 1995

Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services

Education
Harvard University   1997 — 1998
History of Science

Duke University   1987 — 1991
Bachelor of Arts (B.A.), Economics

Louisiana State University   1986 — 1987
Mathematics

Jillian Tellez Jillian Tellez Atlanta, Georgia Details
Jillian Tellez's Merrill Lynch Experience May 2007 - August 2007
Job Senior Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  August 2014 - Present
Google  June 2013 - August 2013
McKinsey & Company  July 2011 - July 2012
McKinsey & Company  September 2009 - June 2011
McKinsey & Company  May 2008 - August 2008
Merrill Lynch   May 2007 - August 2007
American Airlines  August 2006 - May 2007
Target  May 2006 - August 2006

Skills
Financial Modeling, Management Consulting, Strategy, Market Analysis, Valuation, Corporate Development, Market Entry, Analytics, Due Diligence, Strategic Consulting, Competitive Analysis, Business Strategy, Hotels, Airlines, Travel Management, Online Travel, Travel Planning, Leisure Travel

Education
Harvard Business School   2012 — 2014
Master of Business Administration (MBA)

Duke University   2005 — 2009
BA

Villa Corsa Salviati

Christopher Steed Christopher Steed Washington D.C. Metro Area Details
Christopher Steed's Merrill Lynch Experience 2006 - 2008
Job Managing Director at Paladin Capital Group
Industry Venture Capital & Private Equity
Experience
Paladin Capital Group  2008 - Present
PhishMe, Inc.   July 2012 - Present
Courion Corporation  April 2013 - February 2015
Merrill Lynch   2006 - 2008

Skills
Venture Capital, Alternative Investments, Private Equity, Cyber Security, Alternative Energy, Due Diligence, Security, Investments, Cloud Computing

Education
Duke University   2002 — 2006
BA, Political Science (American Institutions & Public Policy); Philosophy; Earth & Ocean Sciences

The Potomac School   1998 — 2002

Erica Blob Erica Blob New York, New York Details
Erica Blob's Merrill Lynch Experience 2002 - 2004
Job Director at New Mountain Capital
Industry Financial Services
Experience
New Mountain Capital  February 2012 - Present
SAC Capital  March 2009 - February 2012
Morgan Stanley  September 2007 - November 2008
Wal-Mart Walmart.com   2006 - 2007
Harvard Business School  July 2004 - June 2006
IMG  June 2005 - August 2005
Merrill Lynch   2002 - 2004

Skills
Fundraising, Capital, Strategic Planning, Start-ups, Management Consulting, Sales, Entrepreneurship, Marketing Strategy, Cross-functional Team..., E-commerce, Business Development, Financial Services

Education
Harvard Business School   2004 — 2006
MBA

Duke University   1998 — 2002
BA, Economics, Summa Cum Laude, Phi Beta Kappa

Milton Academy   1994 — 1998

Matthew Gunia Matthew Gunia Miami/Fort Lauderdale Area Details
Matthew Gunia's Merrill Lynch Experience 2005 - 2007
Job Business Development Vice President at K.G. International
Industry Chemicals
Experience
K.G. International   March 2009 - Present
Sun Capital Partners  2007 - 2009
Merrill Lynch   2005 - 2007

Skills
LBO, Valuation, Investments, IPO, Investment Banking, Finance, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Business Development, Recapitalizations

Education
Duke University   2001 — 2005
BA, Economics, Business

School name:

Tara Bulfinch Tara Bulfinch Greater New York City Area Details
Tara Bulfinch's Merrill Lynch Experience June 2002 - October 2008
Job Director at Lemain Equity Management
Industry Financial Services
Experience
Lemain Equity Management   November 2008 - Present
Merrill Lynch   June 2002 - October 2008

Education
University of Pennsylvania - The Wharton School   1999 — 2002
MBA, Global Analysis / Multinational Management

Duke University   1994 — 1998
BA, Economics

Alexandra Miller, Psy.D Alexandra Miller, Psy.D Greater New York City Area Details
Alexandra Miller, Psy.D's Merrill Lynch Experience April 1999 - March 2003
Job Psychologist
Industry Mental Health Care
Experience
North Hudson Community Action Corporation  November 2014 - Present
Ginnie's House - Sussex County Childrens' Advocacy Center   March 2014 - Present
Adelphi Group Consulting, LLC   March 2003 - Present
Thorlabs  May 2012 - June 2014
Merrill Lynch   April 1999 - March 2003
Rutgers University  January 2000 - May 2000
Newton Memorial Hospital  October 1995 - March 2000
Organizational Psychology Consulting Firm Rutgers Center for Applied Psychology   June 1999 - October 1999
Lucent Technologies  1998 - 1999
Berlex Laboratories  1998 - 1998

Skills
Management, Organizational..., Grant Writing, Training, Executive Coaching, Leadership Development, Program Evaluation, Coaching, Organizational..., Microsoft Office, Change Management, PowerPoint, Psychology, Talent Management, Fundraising, Research, Performance Management, Public Speaking, Nonprofits, Community Outreach, Program Development, Emotional Intelligence, Microsoft Excel, Team Management, Microsoft Word, Team Building, Employee Engagement, Grants, Teaching, Strategic Planning, Leadership, Volunteer Management, Employee Relations, Organizational Design, Higher Education, Healthcare, Management Consulting, Psychotherapy, Psychological Assessment, Community Development, Mental Health, Program Management, Recruiting, Training Delivery, Conflict Resolution, Workshop Facilitation, Instructional Design, Staff Development, Non-profit..., Consulting

Education
Duke University   1990 — 1994
BA, Public Policy Studies

Fairleigh Dickinson University-College at Florham   2013 — 2015
Post-Doc Program, Clinical Psychopharmacology

Rutgers, The State University of New Jersey-New Brunswick
Doctor of Psychology (PsyD)

The College of New Jersey
Educational Specialist, Counselor Education Ed.S., Marriage and Family Therapy

Paul M. Simons Paul M. Simons Greater Boston Area Details
Paul M. Simons's Merrill Lynch Experience April 1988 - October 2006
Job Chief Executive Officer at FusionIQ
Industry Information Technology and Services
Experience
FusionIQ   June 2015 - Present
Credit Suisse  October 2006 - July 2011
Merrill Lynch   April 1988 - October 2006

Skills
Finance, Securities, Trading, Investment Banking, Wealth Management, Structured Finance, Venture Capital, Emerging Markets, Investments, Private Banking, Financial Modeling, Risk Management, Business Strategy, Management, Asset Allocation, Equities, Financial Structuring, Corporate Finance

Education
Duke University   1983 — 1987
Bachelor of Arts (BA), Political Science

Millbrook School   1979 — 1983

Daniel Casanas Daniel Casanas Greater New York City Area Details
Daniel Casanas's Merrill Lynch Experience 2008 - 2009
Job Partner at DayRiver, CoFounder at CARELA
Industry Venture Capital & Private Equity
Experience
DayRiver   2013 - Present
CARELA   2013 - Present
Green Collar Foods   2014 - Present
Blenheim Chalcot   2010 - 2013
Merrill Lynch   2008 - 2009

Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Private Equity, Investments, Corporate Finance, Alternative Investments, Corporate Development, Finance, Start-ups, Venture Capital, Business Development, Strategy, Portfolio Management, Food & Beverage, Urban Agriculture, Investment Banking, Management, Entrepreneurship, Leadership, Marketing

Education
Duke University   2004 — 2008
Bachelor of Science (BS), Economics

London School of Economics and Political Science
Econometrics and Quantitative Economics

The Hotchkiss School

The Allen-Stevenson School

Moira Mallach Moira Mallach Greater Los Angeles Area Details
Moira Mallach's Merrill Lynch Experience March 2007 - September 2008
Job Healthcare
Industry Research
Experience
Quest Diagnostics  June 2011 - January 2014
Neiman Marcus  May 2010 - May 2011
Merrill Lynch   March 2007 - September 2008

Skills
Public Speaking, Account Management, Research, Microsoft Word, Project Management, CRM, Social Media Marketing, Hospitals, Medical Devices, Cold Calling, Business Development, Management, Managed Care, New Business Development, Marketing Communications

Education
Drexel University - College of Business and Administration
BS, Marketing

Gwynedd Mercy of Academy

Rana DiOrio Rana DiOrio San Francisco Bay Area Details
Rana DiOrio's Merrill Lynch Experience August 1998 - May 2001
Job
Industry Media Production
Experience
Little Pickle Press, Inc.   January 2009 - Present
North Point Advisors LLC   August 2004 - January 2008
Banc of America Securities  May 2001 - October 2002
Merrill Lynch   August 1998 - May 2001
Alex. Brown & Sons   March 1996 - August 1998
Wilson Sonsini Goodrich & Rosati  June 1994 - March 1996
Pillsbury Madison & Sutro  October 1991 - June 1994

Skills
Children's Books, Mergers, Publishing, Books, Entrepreneurship, Start-ups, Strategic Partnerships, Business Development, Digital Media, E-commerce, Content Strategy, Strategy, Brand Development, Leadership, Business Planning, Social Media, Mergers & Acquisitions, Blogging, Marketing, Social Media Marketing, Digital Strategy, Online Marketing, Management, Lead Generation, Online Advertising, Digital Marketing, New Media, Social Networking, Mobile Marketing, Content Development, Email Marketing, Web Analytics, SEO, PPC, Strategic Planning, Editing

Education
Vanderbilt University Law School   1988 — 1991
J.D.

Duke University   1984 — 1988
A.B., Political Science, Psychology

Scituate Jr. Sr. High School   1978 — 1984

Monisha Kumar Monisha Kumar Greater New York City Area Details
Monisha Kumar's Merrill Lynch Experience September 2006 - March 2009
Job SVP, Program Managment, Wholesale Banking, Operations Risk & Compliance at Wells Fargo
Industry Financial Services
Experience
Merrill Lynch Wealth Management  September 2010 - June 2014
Bank of America  March 2009 - August 2010
Merrill Lynch   September 2006 - March 2009
Merrill Lynch   September 1994 - August 2006
Prudential Financial  February 1992 - August 1994
PWC  1990 - 1992

Skills
Risk Management, Cross-functional Team..., Business Strategy, CRM, Banking, Financial Analysis, Project Management, PMO, Financial Risk, Relationship Management, Operational Risk..., Portfolio Management, Wealth Management, Business Analysis, Credit, Project Portfolio..., Business Change..., corporate governance, Compliance, Communications Strategy, Meeting & Event..., Financial Services, Securities, Equities, Mutual Funds, Business Process..., Change Management, Corporate Governance, Financial Modeling, Strategic Communications

Education
Drexel University - LeBow College of Business   1987 — 1990
BS, Accounting

Eric Gordon Eric Gordon Chicago, Illinois Details
Eric Gordon's Merrill Lynch Experience 2000 - 2002
Job Chief Financial Officer at Adreima
Industry Hospital & Health Care
Experience
Adreima  August 2012 - Present
Waud Capital Partners  July 2008 - July 2012
Ventas, Inc.   July 2002 - June 2006
Merrill Lynch   2000 - 2002

Skills
Private Equity, Due Diligence, Financial Modeling, Mergers, Investment Banking, Investments, Corporate Development, Financial Analysis, Corporate Finance, Principal Investing, Alternative Investments, Bloomberg, Real Estate Economics, Series 7

Education
Harvard Business School   2006 — 2008
Master of Business Administration (MBA)

Duke University   1996 — 2000
BS, Economics and Mathematics

Jacqueline Hampton Jacqueline Hampton Boston, Massachusetts Details
Jacqueline Hampton's Merrill Lynch Experience 1998 - 2000
Job Digital Strategy Consultant, Startup Advisor
Industry Internet
Experience
Ghurka  December 2014 - Present
N2   August 2014 - Present
Springpad  August 2013 - May 2014
Time Inc.  November 2010 - August 2011
Time Inc.  2005 - November 2010
Citigroup Global Markets  2000 - 2005
Merrill Lynch   1998 - 2000
American Management Systems (AMS)   June 1993 - June 1996

Skills
Corporate Development, Strategic Partnerships, Mergers & Acquisitions, Investment Banking, Digital Media, Digital Marketing, Digital Strategy, Strategic Planning, Publishing, Integrated Marketing, Content Strategy, Strategy, Mobile Advertising, E-commerce, Start-ups, Analytics

Education
Cambridge School of Culinary Arts   2012 — 2012
Certificate in Culinary Arts

Duke University
AB

University of Virginia Darden School of Business
MBA

Bradley Dodson Bradley Dodson Houston, Texas Area Details
Bradley Dodson's Merrill Lynch Experience July 1996 - June 1998
Job President & CEO at Civeo
Industry Oil & Energy
Experience
Civeo  June 2014 - Present
Oil States International  December 2013 - May 2014
Oil States International, Inc.   May 2006 - November 2013
Oil States International, Inc.   March 2001 - April 2006
SCF Partners  June 1998 - February 2001
Merrill Lynch   July 1996 - June 1998

Skills
Negotiation, Energy, Energy Industry, Corporate Finance, Strategic Planning, Business Strategy, Petroleum, Mergers, Budgets, Financial Modeling, Due Diligence, Analysis, Risk Management, Corporate Development, Financial Reporting, Divestitures, Executive Management, Mergers & Acquisitions, Strategy

Education
The University of Texas at Austin - The Red McCombs School of Business   2005 — 2007
MBA

Duke University   1992 — 1996
Bachelor of Arts (B.A.)

Brigit Kentor Brigit Kentor Portland, Oregon Details
Brigit Kentor's Merrill Lynch Experience June 2007 - October 2008
Job Women's Training Finance Director at Nike
Industry Retail
Experience
Nike  2014 - Present
Banfield Pet Hospital  2011 - 2014
Kimberly-Clark  2008 - 2010
Merrill Lynch   June 2007 - October 2008
Edison Schools  2003 - 2005
Merrill Lynch   July 2000 - June 2003

Skills
Management Consulting, Strategy, Business Development, Financial Reporting, Financial Modeling, Business Strategy, Corporate Finance, Mergers & Acquisitions, Valuation, Strategic Planning, Due Diligence, Analysis, Investments, Financial Analysis, Corporate Development, Competitive Analysis, Private Equity

Education
Harvard Business School   2005 — 2007

Duke University   1996 — 2000
BS, Economics

Michael J Case Michael J Case Greater New York City Area Details
Michael J Case's Merrill Lynch Experience 1998 - 2007
Job Project Manager at Atos
Industry Information Technology and Services
Experience
Atos  August 2015 - Present
Bank of America  April 2012 - Present
TEKsystems  December 2007 - Present
Comcast  August 2014 - July 2015
Merrill Lynch   1998 - 2007

Skills
Data Center, Virtualization, VMware, Servers, Windows Server, VMware ESX, Solaris, Citrix, Cisco Technologies, Storage, TCP/IP, Operating Systems, Linux, System Deployment, Networking, Infrastructure, Windows XP, Enterprise Software, Switches, Project Management, Disaster Recovery, Program Management

Education
Drexel University - LeBow College of Business   1977 — 1982
BS - Industrial Engineering, Computer Management

Mitchell Raynard Mitchell Raynard San Francisco Bay Area Details
Mitchell Raynard's Merrill Lynch Experience September 1998 - August 2009
Job Recruiter
Industry Investment Banking
Experience
Javelin Recruiting   August 2009 - Present
Merrill Lynch   September 1998 - August 2009
Citigroup  August 1995 - January 1998
JP Morgan  June 1995 - September 1995

Education
Duke University   1990 — 1994
Bachelor of Science, Finance

Chris Wade Chris Wade Greater Chicago Area Details
Chris Wade's Merrill Lynch Experience July 2009 - June 2011
Job Director of Business Development at TaylorWharton Cryogenics LLC
Industry Investment Management
Experience
Taylor-Wharton Cryogenics LLC  September 2014 - Present
Wind Point Partners  September 2011 - September 2014
ACCION Chicago  September 2011 - May 2013
Merrill Lynch   July 2009 - June 2011
Merrill Lynch   May 2008 - August 2008
Sargent & Lundy  May 2007 - August 2007
Northern Trust  May 2006 - August 2006

Skills
Valuation, Financial Modeling, Private Equity, Portfolio Management, Derivatives, Divestitures, Energy, Capital IQ, Business Valuation, Research, Microsoft Excel

Education
Duke University   2005 — 2009
BSE, BS, Mechanical Engineering, Economics

Hinsdale Central

Alexandra Ketner Alexandra Ketner Charlotte, North Carolina Area Details
Alexandra Ketner's Merrill Lynch Experience January 2003 - July 2004
Job Director at RW Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co.   March 2009 - Present
Banc of America Securities  January 2008 - March 2009
Banc of America Securities  July 2006 - December 2007
Merrill Lynch   January 2003 - July 2004
Merrill Lynch   July 2000 - December 2002

Education
Duke University - The Fuqua School of Business   2004 — 2006
MBA, Finance

Duke University   1996 — 2000

Bishop Fenwick High School   1992 — 1996

Evan Holod Evan Holod Greater New York City Area Details
Evan Holod's Merrill Lynch Experience June 2001 - October 2003
Job Brand Director at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company  January 2015 - Present
The Coca-Cola Company  June 2013 - January 2015
The Coca-Cola Company  April 2011 - June 2013
glaceau  December 2009 - May 2011
glaceau  February 2009 - December 2009
The Topps Company  July 2007 - February 2009
The Topps Company  July 2007 - July 2008
John N. Seip & Co.   October 2003 - June 2007
Merrill Lynch   June 2001 - October 2003
Merrill Lynch   August 2001 - September 2003

Skills
Brand Management, Cross-functional Team..., Advertising, Strategy, Product Management, Digital Media, Marketing, Marketing Research, Creative Direction, Market Planning, Public Relations, Strategic Planning, Management, Social Networking, Leadership, Retail, Customer Insight, Consumer Products, Integrated Marketing, Competitive Analysis, Marketing Strategy, Brand Awareness, Shopper Marketing, Brand Architecture, Strategic Partnerships, Merchandising, Training, Brand Development, Sales Operations, Product Marketing, Sales, Analysis, Marketing Communications, Product Development, FMCG, Digital Marketing, Segmentation, P&L Management, Market Research, Marketing Management

Education
New York University   2005 — 2007
Masters of Science, Sports Business; Marketing and Media

Duke University   1997 — 2001
BA, History

Julie Efremoff Julie Efremoff Charlotte, North Carolina Area Details
Julie Efremoff's Merrill Lynch Experience January 2014 - Present
Job
Industry Capital Markets
Experience
Merrill Lynch   January 2014 - Present
Merrill Lynch   January 2011 - January 2014
Merrill Lynch   July 2007 - December 2010
Merrill Lynch   June 2004 - June 2007

Skills
Fixed Income, Restructuring, Leveraged Finance, Bloomberg, High Yield, Credit Analysis, Series 7, Bonds, Syndications, Loans, Debt Restructuring, Microsoft Excel, Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Valuation, Investment Banking

Education
Duke University   2001 — 2003
Bachelor

Brian Grube Brian Grube Charlotte, North Carolina Area Details
Brian Grube's Merrill Lynch Experience April 2004 - May 2005
Job Associate Winstead PC
Industry Law Practice
Experience
Winstead PC  June 2015 - Present
Bank of America  June 2010 - May 2015
Bank of America  September 2009 - June 2010
Cadwalader, Wickersham & Taft   2008 - 2009
Cadwalader, Wickersham & Taft   May 2007 - August 2007
Merrill Lynch   April 2004 - May 2005
Bureau of Economic Analysis  October 2002 - December 2003

Education
Duke University   2005 — 2008
MA, Economics

Duke University School of Law   2005 — 2008
JD, Law

The College of New Jersey   1995 — 2002
BA/BM, Economics and Music Education

Kathryn Majid Kathryn Majid Greater New York City Area Details
Kathryn Majid's Merrill Lynch Experience 2001 - 2001
Job Lead Project (IT) Analyst at Visiting Nurse Service of NY
Industry Hospital & Health Care
Experience
Visiting Nurse Service of New York  2003 - Present
Visiting Nurse Service of NY  2001 - Present
Merrill Lynch   2001 - 2001
Madison Real Estate Technologies   1999 - 2000
Morgan-Stanley Dean Witter  1999 - 1999

Skills
Databases, EMR, Healthcare Information..., Quality Assurance, Integration

Education
Duke University
BA, Psychology, French

Université Paris-Sorbonne
1er degre, French, Linguistics

Christine Brennan Christine Brennan Tilghman, Maryland Details
Christine Brennan's Merrill Lynch Experience June 1998 - July 2002
Job Registered Nurse
Industry Hospital & Health Care
Experience
The University of Maryland Medical System  June 2015 - Present
Phelps Memorial Hospital  May 2014 - May 2015
New York-Presbyterian Hospital/Hudson Valley Hospital   July 2013 - May 2015
The PR Verdict   December 2012 - May 2014
Mission Hospitals  July 2012 - May 2013
Marsh & McLennan Companies  April 2007 - December 2010
UBS  September 2002 - March 2007
Merrill Lynch   June 1998 - July 2002
Bloomberg News  September 1991 - September 1997

Skills
Media Relations, Strategic Communications, Public Relations, Press Releases, Nursing Care, Corporate Communications, Internal Communications, Crisis Communications, Crisis Management, Marketing Communications, Editing, Social Networking, Journalism, Public Speaking, Speech Writing, Healthcare, ACLS, BLS, Newsletters, Management, Hospitals

Education
Duke University   2011 — 2012
Bachelor of Science (B.S.), Nursing

Rider University
Bachelor of Arts (B.A.), Journalism

Daniel Harvey Daniel Harvey New York, New York Details
Daniel Harvey's Merrill Lynch Experience May 2008 - August 2008
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  September 2014 - Present
GALAEI   June 2013 - August 2013
United Nations  September 2011 - July 2012
The Boston Consulting Group  September 2011 - July 2012
The Boston Consulting Group  September 2009 - September 2011
Adventure Treks  May 2009 - August 2009
Duke University  August 2008 - April 2009
Merrill Lynch   May 2008 - August 2008
Duke University  August 2007 - December 2007
Duke University  January 2007 - May 2007

Skills
Research, Microsoft Office, Healthcare, Data Analysis, Spanish, Strategy, Modeling, Consulting, Analysis, Business Strategy, Project Management, Program Management, Management Consulting, Financial Modeling, Management, Leadership, Valuation, Due Diligence, Nonprofits

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (M.B.A.)

Duke University   2005 — 2009
BS

Martin County High School   2001 — 2005

Jodi Flecker Jodi Flecker Greater New York City Area Details
Jodi Flecker's Merrill Lynch Experience March 2008 - March 2009
Job Associate at Alkeon Capital Management
Industry Venture Capital & Private Equity
Experience
Alkeon Capital Management  July 2012 - Present
Paul Capital Partners  March 2009 - June 2012
Merrill Lynch   March 2008 - March 2009
Merrill Lynch   May 2006 - March 2008
Northwestern Mutual  June 2003 - May 2006
ITN Networks  February 2002 - June 2003

Education
Duke University   1997 — 2001
B.A., Sociology, French

Scott Richman Scott Richman Greater Philadelphia Area Details
Scott Richman's Merrill Lynch Experience 2000 - 2003
Job VP, Financial Advisor at J.B.Hanauer
Industry Financial Services
Experience
J.B.Hanauer & Co.   October 2003 - Present
RBC Wealth Management  2003 - 2010
merrill lynch   2000 - 2003

Education
Drexel University - LeBow College of Business   1971 — 1976
BS, Business

Jack Thurman Jack Thurman Springfield, Missouri Area Details
Jack Thurman's Merrill Lynch Experience January 1986 - February 2000
Job PartnerBKD, LLP/BKD Wealth Advisors
Industry Accounting
Experience
BKD  February 2000 - Present
BKD Wealth Advisors, LLC  February 2000 - Present
Merrill Lynch   January 1986 - February 2000

Skills
Strategic Financial..., Investment Management, Investment Strategies, Strategic Planning, Management, Investments, Public Speaking, Leadership, wealth management

Education
Drury University   1979 — 1983
BA, Business Administration

Conor O'Brien Conor O'Brien Chicago, Illinois Details
Conor O'Brien's Merrill Lynch Experience July 2004 - June 2006
Job Business Transformation Process Leader at MillerCoors
Industry Consumer Goods
Experience
MillerCoors  February 2013 - Present
MillerCoors  February 2012 - February 2013
MillerCoors  August 2010 - January 2012
MillerCoors  June 2009 - September 2009
NAVTEQ  August 2006 - July 2008
Merrill Lynch   July 2004 - June 2006

Skills
Business Strategy, Corporate Development, M&A experience, Private Equity, Leveraged Finance, Microsoft Excel, Financial Modeling, Consumer Goods, Alcoholic Beverages, Craft Beer, Beer, Beverage Industry, Location Based Services, Market Analysis, Corporate Finance, Acquisitions, Mergers & Acquisitions, Investments, Strategy, Investment Banking, Start-ups, Consumer Products, Competitive Analysis

Education
The University of Chicago Booth School of Business   2008 — 2010
MBA, Strategic Management, Marketing Management, Entrepreneurship

Duke University   2000 — 2004
BA, Economics

New Trier High School   1996 — 2000

Brad Moulder Brad Moulder Tulsa, Oklahoma Area Details
Brad Moulder's Merrill Lynch Experience 2004 - 2006
Job Director at Stan Johnson Company
Industry Commercial Real Estate
Experience
Stan Johnson Company  January 2013 - Present
Stan Johnson Company  June 2010 - Present
Vestmont Capital   2005 - 2008
Merrill Lynch   2004 - 2006

Skills
Real Estate Development, Real Estate Economics, Real Estate Transactions, Real Estate, Dispositions, Investment Properties, Commercial Real Estate, Investments, Leases, Brokerage

Education
Drury University

Irina Braude (Mogilevich) Irina Braude (Mogilevich) Atlanta, Georgia Details
Irina Braude (Mogilevich)'s Merrill Lynch Experience May 1999 - September 1999
Job VP & Associate General Counsel at Carter's/OshKosh B'Gosh
Industry Apparel & Fashion
Experience
Carter's/OshKosh B'Gosh   2009 - Present
Ropes & Gray LLP  2001 - 2009
Palmer & Dodge LLP  May 2000 - August 2000
Merrill Lynch   May 1999 - September 1999

Education
Duke University School of Law   1998 — 2001
JD

Duke University   1995 — 1998
BA, Economics

Pamela Vockeroth Pamela Vockeroth Greater Philadelphia Area Details
Pamela Vockeroth's Merrill Lynch Experience March 2008 - Present
Job Alternative Investments Fund Accounting/Reporting at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch   March 2008 - Present
Landry's Restaurants  November 2007 - Present

Education
Drexel University - LeBow College of Business   2007 — 2009
Accounting

Mingzhe Yi Mingzhe Yi Greater New York City Area Details
Mingzhe Yi's Merrill Lynch Experience July 2007 - February 2009
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Vanke  September 2011 - April 2013
Glencore  May 2010 - September 2010
Merrill Lynch   July 2007 - February 2009
VISA USA Government Relations   May 2005 - August 2005

Skills
Economics, Fixed Income, Valuation, Trading, Fundraising, Real Estate, Financial Modeling, Financial Services, Finance, Due Diligence, Quantitative Analytics, Private Equity, Corporate Finance, Emerging Markets, Strategy, Financial Analysis, Investment Banking, Asset Management, Venture Capital, Investments

Education
Duke University   2013 — 2017
Doctor of Philosophy (PhD), Economics, A

Harvard Business School   2009 — 2011
MBA, Finance

Duke University   2003 — 2007
BS, math, economics

Thomas Psaltis Thomas Psaltis Greater Philadelphia Area Details
Thomas Psaltis's Merrill Lynch Experience August 2004 - May 2006
Job Director, 529 Platform Product Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2010 - Present
Bank of America Merrill Lynch  May 2006 - April 2010
Merrill Lynch   August 2004 - May 2006
Merrill Lynch   April 1999 - August 2004
Merrill Lynch   February 1998 - April 1999
CoreStates Financial Corp.  September 1993 - August 1995

Skills
Insurance, Investments, Mutual Funds, Retirement, Series 7, Financial Services, Strategic Financial..., Uniform Combined State..., Wealth Management, Finance, Asset Allocation, Securities, Fixed Income, Series 63, Asset Management

Education
Drexel University - College of Business and Administration   1988 — 1993
Bachelor's degree, Accounting

Tyrone Smith, CISSP Tyrone Smith, CISSP Greater Philadelphia Area Details
Tyrone Smith, CISSP's Merrill Lynch Experience July 1993 - August 1999
Job Security AnalystTechical Security Group at University of Delaware
Industry Computer & Network Security
Experience
University of Delaware  February 2015 - Present
Citi  March 2011 - Present
Citi [Citigroup]   1999 - 2011
Merrill Lynch   July 1993 - August 1999

Skills
Strategic Planning, Risk Management, Vendor Management, SDLC, Portfolio Management, Linux, Program Management, Enterprise Software, Business Continuity, Project Management, Management, Banking, PMO, Solaris, Information Security, Databases, Business Analysis, Governance, IT Strategy, Process Improvement, Enterprise Architecture, Integration, Private Cloud, Cloud Computing

Education
Duke University   1989 — 1993
BA, Computer Science, History

Mark Donahue Mark Donahue Greenwich, Connecticut Details
Mark Donahue's Merrill Lynch Experience February 2009 - January 2011
Job JPM at Citadel Global Fixed Income
Industry Financial Services
Experience
Citadel LLC  September 2014 - Present
Bank of America Merrill Lynch  July 2011 - June 2014
Bank of America Merrill Lynch  January 2011 - July 2011
Merrill Lynch   February 2009 - January 2011
Bank of America  September 2008 - February 2009
Bank of America  June 2006 - August 2008

Skills
Options, Commodity, Rates, Credit Derivatives, Interest Rate..., Swaps, Structured Products, Bloomberg, Capital Markets, Derivatives, Bonds, Quantitative Finance, VBA, Python, R, Matlab, S-Plus, C++, Arduino, Craft Beer, SQL, Fixed Income, Trading

Education
London School of Economics and Political Science   2008 — 2010
MSc, Finance, Distinction

Duke University   2002 — 2006
BSc, Economics, Mathematics, Distinction

Karen Schorkopf Karen Schorkopf Greater Nashville Area Details
Karen Schorkopf's Merrill Lynch Experience January 1986 - November 1989
Job SVP/Business Broker at Alliant Capital Advisors LLC
Industry Management Consulting
Experience
Alliant Capital Advisors LLC   June 2015 - Present
CapStar Bank  July 2012 - August 2013
BancorpSouth  February 2006 - July 2012
Wachovia National Bank  January 1999 - February 2006
Merrill Lynch   January 1986 - November 1989
Marine Midland Bank, N.Y., N.Y.   June 1982 - January 1986

Skills
Negotiation, Business Brokerage, Mergers & Acquisitions, Marketing, Strategic Planning, Underwriting, Sales Management, Leadership, Banking, Credit, Real Estate Transactions, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Business Development, Insurance, Investments, Commercial Banking, Finance, Loan Origination, Training, Team Building, Consumer Lending, Small Business, Mortgage Lending, Construction Loans, Management, Treasury Management, Financial Analysis, Refinance, Parenthood, Sales, Brand Development, Public Relations, Nonprofits, Volunteer Management, Interviews, Key Performance..., Portfolio Management, Customer Service, Budgets, Public Speaking, Marketing Strategy, Coaching

Education
Duke University   1978 — 1982
BA, Economics & Languages (French & Chinese)

New York University, Stern School of Business   1982 — 1983
Commecal Bank Training Program, Commercial Banking, Corporate Finance and Sovereign Risk Analysis

Lara Jones Lara Jones Greater Seattle Area Details
Lara Jones's Merrill Lynch Experience June 2007 - August 2007
Job Health and Welfare Consultant at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt  March 2015 - Present
Kibble & Prentice  June 2013 - March 2015
Kibble & Prentice  August 2011 - May 2013
Fonte Coffee   August 2010 - August 2011
Duke Career Center   May 2006 - November 2008
Merrill Lynch   June 2007 - August 2007
Duke University  August 2006 - June 2007
Duke University Department of Economics  May 2006 - August 2006

Skills
Market Research, Analysis, Editing, Research, PowerPoint, Econometrics, Economics, Data Analysis, Photoshop, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Financial Modeling, Non-profits, Strategic Planning, Competitive Analysis, Financial Analysis

Education
Duke University   2004 — 2009
BS, Economics

Terry Rains Terry Rains Greater New York City Area Details
Terry Rains's Merrill Lynch Experience 2000 - 2008
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America  2000 - Present
Merrill Lynch   2000 - 2008

Education
Duke University   1997 — 2001
BA, Computer Science, Physics, Psychology

Thomas Mazzucco Thomas Mazzucco San Francisco Bay Area Details
Thomas Mazzucco's Merrill Lynch Experience 1988 - 2002
Job Managing Director, Global Head of Internet Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC  2013 - Present
Citi  2009 - 2013
UBS Investment Bank  2006 - 2009
Lehman Brothers  2004 - 2006
Merrill Lynch   1988 - 2002

Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   1990 — 1992
MBA, Finance

Duke University   1984 — 1988
BS, Electrical Engineering, Economics

Neil Desai Neil Desai Boston, Massachusetts Details
Neil Desai's Merrill Lynch Experience 1997 - 1999
Job Global TMT at Putnam Investments
Industry Investment Management
Experience
Invest in Girls, Inc.   2015 - Present
Putnam Investments  2012 - Present
Crosslink Capital  2009 - 2012
TUDOR INVESTMENT CORPORATION (Raptor Capital Management)   2004 - 2009
Thoma Cressey Equity Partners  1999 - 2003
Merrill Lynch   1997 - 1999

Skills
Hedge Funds, Strategic Planning, Private Equity, Valuation, Strategy, Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Due Diligence, Alternative Investments, Equities, Corporate Development, Emerging Markets

Education
Duke University

Harvard Business School
MBA

David Pickering David Pickering Chicago, Illinois Details
David Pickering's Merrill Lynch Experience 1995 - 2004
Job Portfolio Manager at Pentwater Capital Management
Industry Investment Management
Experience
Pentwater Capital Management  2012 - Present
Stone Creek Partners   2009 - 2011
Farallon / Noonday Capital Partners   2005 - 2009
Merrill Lynch   1995 - 2004

Education
University of Cambridge   1994 — 1995
M.Phil., Finance

Duke University   1993 — 1994
LLM

University of Cape Town   1987 — 1990
B.Bus.Sci.

University of Cape Town   1987 — 1990
B.Bus.Sci.

KayAnne Gummersall KayAnne Gummersall United States Details
KayAnne Gummersall's Merrill Lynch Experience June 2009 - August 2009
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2010 - Present
Merrill Lynch   June 2009 - August 2009

Education
Duke University   2006 — 2010

Nassif Dow Nassif Dow Greater Philadelphia Area Details
Nassif Dow's Merrill Lynch Experience July 2013 - Present
Job Vice President, Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2013 - Present
Merrill Lynch   May 2012 - July 2013
Merrill Edge  June 2010 - May 2012
Robert W. Baird & Co.   February 2010 - June 2010
Edward Jones  2007 - 2009
JP Morgan Chase  2007 - 2007
UBS  2002 - 2005

Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds

Education
Drexel University - LeBow College of Business   2007 — 2010

William Masters William Masters Greater Philadelphia Area Details
William Masters's Merrill Lynch Experience July 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   July 2015 - Present
Susquehanna International Group, LLP (SIG)   January 2014 - July 2015
South Jersey Industries  January 2013 - December 2013
South Jersey Industries  April 2012 - December 2012
JP Morgan  April 2011 - September 2011
Merrill Lynch   April 2010 - September 2010
Ocean City Fire Dept.   June 2006 - September 2010

Skills
Financial Analysis

Education
Drexel University - College of Business and Administration   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Judson McNatt Judson McNatt Buffalo, New York Details
Judson McNatt's Merrill Lynch Experience May 2012 - June 2012
Job Capital Forecasting & Analysis Associate at M&T Bank
Industry Banking
Experience
M&T Bank  July 2014 - Present
Duke University  August 2010 - May 2014
Morgan Stanley Wealth Management  June 2013 - August 2013
Merrill Lynch   May 2012 - June 2012
Bixler Consulting Group  May 2011 - August 2011

Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint

Education
Duke University   2010 — 2014
Bachelor of Science (BS), Economics and Psychology

The Westminster Schools   2004 — 2010

Derek McNulty Derek McNulty Greater New York City Area Details
Derek McNulty's Merrill Lynch Experience November 1997 - 2002
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital  November 2006 - Present
Deutsche Bank  August 2004 - 2006
Merrill Lynch   November 1997 - 2002

Skills
Investment Banking, High Yield, Capital Markets, LBO, Private Equity, Equities, Financial Structuring, Corporate Finance, Hedge Funds, Valuation, Fixed Income, Alternative Investments

Education
University of Virginia School of Law   1991 — 1994
JD, Law

Duke University   1986 — 1990
AB, Political Science

Arvind Anandacoumar Arvind Anandacoumar Greater New York City Area Details
Arvind Anandacoumar's Merrill Lynch Experience May 2013 - August 2013
Job Convertible Debt / Acquisition Finance ECM Summer Analyst
Industry Investment Banking
Experience
Citi  June 2015 - Present
Browstone Investment Group   November 2014 - February 2015
Loop Capital   June 2014 - August 2014
Merrill Lynch   May 2013 - August 2013
Digital Health Partners   May 2013 - August 2013
NJIT  June 2011 - August 2011

Skills
Java, Matlab, Microsoft Excel, PowerPoint

Education
Duke University   2012 — 2016
Bachelor of Science (BS), Electrical and Computer Engineering

Bridgewater Raritan High School   2008 — 2012
High School Diploma

Bob Dean Bob Dean Greater New York City Area Details
Bob Dean's Merrill Lynch Experience June 1993 - December 1994
Job Managing Director at Allen & Co.
Industry Investment Management
Experience
Allen & Co.   January 1995 - Present
Merrill Lynch   June 1993 - December 1994

Skills
Equities, Investment Management, Venture Capital, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Portfolio Management, Alternative Investments, Investment Strategies, Management, Hedge Funds, Investments, Due Diligence, Credit, Start-ups, Capital Markets

Education
Duke University   1989 — 1993
B.A.

Leonard Popplewell Leonard Popplewell Kansas City, Missouri Area Details
Leonard Popplewell's Merrill Lynch Experience June 2010 - August 2010
Job Population Health Business Development at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation  September 2014 - Present
Cerner Corporation  January 2014 - August 2014
Cerner Corporation  July 2012 - January 2014
Chipotle Mexican Grill  January 2011 - June 2012
Visa  June 2011 - August 2011
Merrill Lynch   June 2010 - August 2010

Skills
Spanish, Management, Public Speaking, Social Media, Marketing, Program Management, Data Analysis, Sponsorship, Sales, CRM, Strategic Partnerships, Analysis, Microsoft Word, PowerPoint, Leadership, Consulting, Microsoft Excel, Microsoft Office, Strategy

Education
Duke University   2008 — 2012
BA, History and Certificate in Markets & Management

Universitat Pompeu Fabra
International Business Program (Barcelona, semester abroad)

Shawnee Mission East High School

Luis A. Velez Luis A. Velez Miami/Fort Lauderdale Area Details
Luis A. Velez's Merrill Lynch Experience May 2006 - July 2006
Job Associate at JONES DAY®
Industry Law Practice
Experience
JONES DAY®  November 2013 - Present
HEICO Aerospace  November 2011 - November 2013
Harper Meyer  July 2011 - August 2011
Castro Barros Sobral Gomes Advogados   May 2010 - July 2010
Barrera, Siqueiros y Torres Landa, S.C.   May 2009 - July 2009
Ortega Trujillo & Ortega Moreira   June 2008 - July 2008
Inter-American Development Bank  May 2007 - July 2007
Merrill Lynch   May 2006 - July 2006

Skills
Portuguese, Spanish, Securities, Negotiation, International Law, Commercial Litigation, Emerging Markets

Education
Georgetown University Law Center   2008 — 2011
Juris Doctor

Duke University   2004 — 2008
Bachelors of Arts, Political Sciences, Markets and Management

Christopher Columbus High School

Laird Blue Laird Blue Orange County, California Area Details
Laird Blue's Merrill Lynch Experience January 2003 - Present
Job Retired at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2003 - Present

Education
Duke University   1957 — 1961
BA, Business

David C. Grosek David C. Grosek Greater Boston Area Details
David C. Grosek's Merrill Lynch Experience October 1997 - February 2007
Job First Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   February 2007 - Present
Merrill Lynch   October 1997 - February 2007

Education
Vanderbilt University School of Law   1988 — 1991
Doctor of Law (J.D.)

Duke University   1983 — 1987
B.A. Public Policy Studies

Jack Melnikoff Jack Melnikoff Greater New York City Area Details
Jack Melnikoff's Merrill Lynch Experience August 1992 - August 1994
Job Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  March 2014 - Present
Brownstone Investment Group  January 2012 - February 2014
UBS  August 2009 - December 2011
Barclays Capital  May 2006 - October 2008
Goldman Sachs  August 1996 - May 2006
Merrill Lynch   August 1992 - August 1994

Skills
Fixed Income, Hedge Funds, Series 7, Equities, Electronic Trading, Financial Modeling, Trading, Trading Systems, Series 63, Bonds, Securities, Capital Markets, Alternative Investments, Investment Banking, Emerging Markets, Bloomberg, Derivatives, Valuation, Private Equity, Portfolio Management

Education
Anderson School at UCLA   1994 — 1996
Master of Business Administration (MBA), Finance, General

Duke University   1988 — 1992
Bachelor of Arts (B.A.), Economics

Jim Mannino Jim Mannino Fair Haven, New Jersey Details
Jim Mannino's Merrill Lynch Experience August 2003 - November 2008
Job Managing Director at Imperial Capital
Industry Banking
Experience
Imperial Capital  January 2013 - Present
Knight Capital Group  December 2008 - December 2012
Merrill Lynch   August 2003 - November 2008
Credit Suisse  August 1999 - July 2003
Morgan Stanley  October 1993 - May 1997

Skills
Fixed Income, Credit Analysis, Sales&Marketing, Trading, Credit Derivatives, Hedge Funds, Equities, Risk Management, High Yield Bonds, Investment Grade Bonds, Structured Products

Education
Anderson School at UCLA   1997 — 1999
Master of Business Administration (M.B.A.), Finance, General

Duke University   1989 — 1993
Bachelor of Arts (BA), History and Political Science

Landon School   1979 — 1989
HS Diploma

Andy Rubert Andy Rubert United States Details
Andy Rubert's Merrill Lynch Experience October 2008 - June 2010
Job
Industry
Experience
Citi Personal Wealth Management  2012 - 2015
JPMorgan Chase & Co.   June 2010 - March 2012
Merrill Lynch   October 2008 - June 2010
citi smith barney  2006 - 2008
NRCC  2006 - 2006

Skills
Financial Planning, Investments, Financial Analysis, Customer Service, Management, Microsoft Word, PowerPoint, Microsoft Office, English, Windows

Education
Duke University

James Graven James Graven Monument, Colorado Details
James Graven's Merrill Lynch Experience January 1974 - January 1978
Job Business Owner
Industry Marketing and Advertising
Experience
Self-employed  January 1991 - Present
GAD INC   January 1991 - Present
Paine Webber  January 1978 - January 1991
Merrill Lynch   January 1974 - January 1978

Education
University of Missouri at Kansas City   1971 — 1976
Master of Business Administration (MBA), Finance

Drury University   1961 — 1965
Bachelor of Arts (B.A.), Economics

Similar Companies