Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Karen T. McCanless MBA Karen T. McCanless MBA's Merrill Lynch Experience February 1992 - July 2004
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Smith Barney July 2004 - May 2009
Merrill Lynch February 1992 - July 2004
Skills
Strategic Financial..., Financial Advisory, Financial Services, Finance, Uniform Combined State..., Fixed Annuities, Financial Analysis, Wealth Management, Retirement Planning
Education
Duke University - Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Ameriprise Financial Services, Inc. June 2009 - Present
Smith Barney July 2004 - May 2009
Merrill Lynch February 1992 - July 2004
Skills
Strategic Financial..., Financial Advisory, Financial Services, Finance, Uniform Combined State..., Fixed Annuities, Financial Analysis, Wealth Management, Retirement Planning
Education
Duke University - Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Arik Griffin Arik Griffin's Merrill Lynch Experience August 1994 - August 1996
Job Founder & CEO at Focus43
Industry Internet
Experience
Focus43 November 2012 - Present
Circ, Inc March 2006 - November 2012
Teton Gravity Research June 2004 - March 2006
Gateway June 1998 - May 2004
Merrill Lynch August 1994 - August 1996
Skills
Web Design, Business Development, Web Development, Mobile Applications, Entrepreneurship, Project Management, Mobile Devices, Software Development, Web Applications, Product Management, Website Development, User Interface Design, Digital Media, Online Marketing, User Experience, Start-ups, Digital Strategy, jQuery, Marketing Strategy, Graphic Design
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Marketing
The Ohio State University 1991 — 1993
BA, English
Focus43 November 2012 - Present
Circ, Inc March 2006 - November 2012
Teton Gravity Research June 2004 - March 2006
Gateway June 1998 - May 2004
Merrill Lynch August 1994 - August 1996
Skills
Web Design, Business Development, Web Development, Mobile Applications, Entrepreneurship, Project Management, Mobile Devices, Software Development, Web Applications, Product Management, Website Development, User Interface Design, Digital Media, Online Marketing, User Experience, Start-ups, Digital Strategy, jQuery, Marketing Strategy, Graphic Design
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Marketing
The Ohio State University 1991 — 1993
BA, English
J.R. Sergeant J.R. Sergeant's Merrill Lynch Experience July 2007 - April 2008
Job Realtor at Howard Hanna Real Estate Services
Industry Real Estate
Experience
Howard Hanna Real Estate Services June 2014 - Present
Hickory Heights Golf Club April 2009 - December 2012
Merrill Lynch July 2007 - April 2008
National Mortgage August 2003 - May 2004
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Series 7, PowerPoint, Leadership, Series 63, Accounting, Process Improvement, Financial Reporting, Bloomberg Terminal, Management, Business Analysis, Strategic Planning, Customer Service, Business Process..., Budgets, Business Strategy, Business Development, Analysis, Real Estate, Banking
Education
Duquesne University 1999 — 2007
Finance
Howard Hanna Real Estate Services June 2014 - Present
Hickory Heights Golf Club April 2009 - December 2012
Merrill Lynch July 2007 - April 2008
National Mortgage August 2003 - May 2004
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Series 7, PowerPoint, Leadership, Series 63, Accounting, Process Improvement, Financial Reporting, Bloomberg Terminal, Management, Business Analysis, Strategic Planning, Customer Service, Business Process..., Budgets, Business Strategy, Business Development, Analysis, Real Estate, Banking
Education
Duquesne University 1999 — 2007
Finance
Stephen Engro Stephen Engro's Merrill Lynch Experience 1986 - 1995
Job President, Beacon Financial Group
Industry Investment Management
Experience
Beacon Financial Group - Wealth Management Services January 1995 - Present
Merrill Lynch 1986 - 1995
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Wealth Management, Investment Strategies, Mutual Funds, Retirement, Financial Advisory, Investment Management, Estate Planning, Asset Allocation, IRAs, Securities, Asset Management, Series 7
Education
Duke University 1982 — 1984
Master of Business Administration (M.B.A.), Business
University of Notre Dame 1980 — 1982
Bachelor's Degree, Economics
Beacon Financial Group - Wealth Management Services January 1995 - Present
Merrill Lynch 1986 - 1995
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Wealth Management, Investment Strategies, Mutual Funds, Retirement, Financial Advisory, Investment Management, Estate Planning, Asset Allocation, IRAs, Securities, Asset Management, Series 7
Education
Duke University 1982 — 1984
Master of Business Administration (M.B.A.), Business
University of Notre Dame 1980 — 1982
Bachelor's Degree, Economics
Bharani Bobba Bharani Bobba's Merrill Lynch Experience 1997 - 2007
Job Vice President at Genpact
Industry Outsourcing/Offshoring
Experience
Genpact June 2012 - Present
Baseline Capital Advisors June 2007 - June 2012
Merrill Lynch 1997 - 2007
Bank of America 1996 - 1996
Chase Manhattan Bank 1992 - 1995
Skills
Private Equity, Investment Banking, Corporate Finance, Investments, Emerging Markets, Finance, Investment Management, Structured Finance, IPO, Financial Advisory, Investment Strategies, Banking, Capital, Capital Raising, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Capital Markets, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Georgetown University 1990 — 1992
BA, Economics
Genpact June 2012 - Present
Baseline Capital Advisors June 2007 - June 2012
Merrill Lynch 1997 - 2007
Bank of America 1996 - 1996
Chase Manhattan Bank 1992 - 1995
Skills
Private Equity, Investment Banking, Corporate Finance, Investments, Emerging Markets, Finance, Investment Management, Structured Finance, IPO, Financial Advisory, Investment Strategies, Banking, Capital, Capital Raising, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Capital Markets, Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Georgetown University 1990 — 1992
BA, Economics
Harold Surface Harold Surface's Merrill Lynch Experience 2005 - 2006
Job Actively Seeking Opportunities
Industry Chemicals
Experience
GE Power & Water January 2014 - February 2015
GE Power & Water December 2011 - December 2013
The Goodyear Tire & Rubber Company 2010 - 2011
Self Employed - Registered Investment Advisor 2008 - 2010
Blue Oak Wealth Management, LLC 2006 - 2008
Merrill Lynch 2005 - 2006
MeadWestvaco September 2004 - June 2005
MeadWestvaco 2004 - 2005
MeadWestvaco 2000 - 2004
MeadWestvaco 1997 - 2000
Skills
Business Strategy, Business Development, Chemical Manufacturing..., Technical Product Sales, Key Account Management
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance and Strategy
Clemson University
Bachelor of Science (BS), Mechanical Engineering, Cum Laude
GE Power & Water January 2014 - February 2015
GE Power & Water December 2011 - December 2013
The Goodyear Tire & Rubber Company 2010 - 2011
Self Employed - Registered Investment Advisor 2008 - 2010
Blue Oak Wealth Management, LLC 2006 - 2008
Merrill Lynch 2005 - 2006
MeadWestvaco September 2004 - June 2005
MeadWestvaco 2004 - 2005
MeadWestvaco 2000 - 2004
MeadWestvaco 1997 - 2000
Skills
Business Strategy, Business Development, Chemical Manufacturing..., Technical Product Sales, Key Account Management
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance and Strategy
Clemson University
Bachelor of Science (BS), Mechanical Engineering, Cum Laude
Anthony Bianco Anthony Bianco's Merrill Lynch Experience 1989 - 1990
Job Account Manager at AT&T
Industry Telecommunications
Experience
AT&T April 2002 - Present
StorageNetworks 2000 - 2001
MCI Group 1990 - 1999
Merrill Lynch 1989 - 1990
Skills
Unified Communications, Solution Selling, Managed Services, VoIP, MPLS, Co-location, Telecommunications, Cloud Computing, Wireless, Direct Sales, SaaS, Data Center, Professional Services, IP, Strategic Partnerships, Ethernet
Education
Marist College
Bachelor of Science (B.S.), Business Finance
Duquesne University
HF
AT&T April 2002 - Present
StorageNetworks 2000 - 2001
MCI Group 1990 - 1999
Merrill Lynch 1989 - 1990
Skills
Unified Communications, Solution Selling, Managed Services, VoIP, MPLS, Co-location, Telecommunications, Cloud Computing, Wireless, Direct Sales, SaaS, Data Center, Professional Services, IP, Strategic Partnerships, Ethernet
Education
Marist College
Bachelor of Science (B.S.), Business Finance
Duquesne University
HF
Eric Linn Eric Linn's Merrill Lynch Experience February 2006 - May 2006
Job Investor Relations Analyst at United States Steel Corporation
Industry Mining & Metals
Experience
United States Steel Corporation April 2014 - Present
United States Steel Corporation March 2012 - March 2014
United States Steel Corporation October 2011 - February 2012
Northcoast Research May 2009 - August 2011
FTN Midwest Securities January 2009 - May 2009
US Steel June 2007 - August 2007
Merrill Lynch February 2006 - May 2006
Education
Duquesne University 2006 — 2008
MBA, Finance
United States Steel Corporation April 2014 - Present
United States Steel Corporation March 2012 - March 2014
United States Steel Corporation October 2011 - February 2012
Northcoast Research May 2009 - August 2011
FTN Midwest Securities January 2009 - May 2009
US Steel June 2007 - August 2007
Merrill Lynch February 2006 - May 2006
Education
Duquesne University 2006 — 2008
MBA, Finance
Yesenia Ramirez Yesenia Ramirez's Merrill Lynch Experience January 2015 - Present
Job Client Associate at Merrill Lynch
Industry Education Management
Experience
Merrill Lynch January 2015 - Present
Teach For America June 2014 - January 2015
Duke University Office of Fraternity and Sorority Life September 2012 - May 2014
NumbersUSA June 2013 - August 2013
Fondo Esperanza June 2012 - August 2012
Duke University Development June 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Research, Spanish, Data Analysis, Nonprofits, Academic Tutoring, Stata, Teaching, Public Speaking
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics, Minor in History
Miami Springs Senior High School 2006 — 2010
Merrill Lynch January 2015 - Present
Teach For America June 2014 - January 2015
Duke University Office of Fraternity and Sorority Life September 2012 - May 2014
NumbersUSA June 2013 - August 2013
Fondo Esperanza June 2012 - August 2012
Duke University Development June 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Research, Spanish, Data Analysis, Nonprofits, Academic Tutoring, Stata, Teaching, Public Speaking
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics, Minor in History
Miami Springs Senior High School 2006 — 2010
Olga Gelfgat Olga Gelfgat's Merrill Lynch Experience June 1998 - March 2004
Job Financial Controller looking for new finance job opportunities in NY/NJ area
Industry Financial Services
Experience
Serpukhov Dairy Inc. April 2012 - June 2015
Barclays Capital September 2010 - October 2011
Morgan Stanley March 2004 - October 2010
Merrill Lynch June 1998 - March 2004
Merrill Lynch June 1998 - March 2004
Skills
Financial Reporting, Product Control, Derivatives, Valuation, Accounting, Finance, Equities, Corporate Finance, Financial Analysis, Investment Banking, IFRS, Due Diligence, Internal Controls, Business Analysis
Education
Duquesne University 1994 — 1998
Bachelor of Science, Accounting/Finance
Serpukhov Dairy Inc. April 2012 - June 2015
Barclays Capital September 2010 - October 2011
Morgan Stanley March 2004 - October 2010
Merrill Lynch June 1998 - March 2004
Merrill Lynch June 1998 - March 2004
Skills
Financial Reporting, Product Control, Derivatives, Valuation, Accounting, Finance, Equities, Corporate Finance, Financial Analysis, Investment Banking, IFRS, Due Diligence, Internal Controls, Business Analysis
Education
Duquesne University 1994 — 1998
Bachelor of Science, Accounting/Finance
Roy Caws Roy Caws's Merrill Lynch Experience September 1999 - December 2006
Job Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney 2007 - February 2012
Merrill Lynch September 1999 - December 2006
Morgan Stanley January 1988 - June 1999
Skills
ITIL, Management, Fixed Income, IT Strategy, Leadership, Risk Management, Governance, Equities, Financial Services, Strategy, IT Service Management, Wealth Management, Vendor Management
Education
Durban Institute of Technology 1976 — 1979
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney 2007 - February 2012
Merrill Lynch September 1999 - December 2006
Morgan Stanley January 1988 - June 1999
Skills
ITIL, Management, Fixed Income, IT Strategy, Leadership, Risk Management, Governance, Equities, Financial Services, Strategy, IT Service Management, Wealth Management, Vendor Management
Education
Durban Institute of Technology 1976 — 1979
Aron Miodownik Aron Miodownik's Merrill Lynch Experience March 2000 - January 2006
Job Managing Director, Cambrian Consulting
Industry Management Consulting
Experience
Cambrian Consulting March 2008 - Present
Cambrian Associates LLC February 2006 - Present
Scivantage April 2007 - May 2015
FolioDynamix June 2008 - November 2014
Merrill Lynch March 2000 - January 2006
UBS Investment Bank March 1996 - March 2000
Accenture June 1988 - March 1996
Skills
Business Strategy, Venture Capital, Restructuring, Board of Directors, Information Technology, Investment Advisory
Education
Durham University 1984 — 1987
Bachelor of Applied Science (BASc), Engineering Science and Management
Cambrian Consulting March 2008 - Present
Cambrian Associates LLC February 2006 - Present
Scivantage April 2007 - May 2015
FolioDynamix June 2008 - November 2014
Merrill Lynch March 2000 - January 2006
UBS Investment Bank March 1996 - March 2000
Accenture June 1988 - March 1996
Skills
Business Strategy, Venture Capital, Restructuring, Board of Directors, Information Technology, Investment Advisory
Education
Durham University 1984 — 1987
Bachelor of Applied Science (BASc), Engineering Science and Management
James Paterson James Paterson's Merrill Lynch Experience 1998 - 2000
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
BMO Capital Markets 2012 - October 2014
Bank of America Merrill Lynch 2000 - 2011
Merrill Lynch 1998 - 2000
Toronto Raptors Basketball Club Inc. 1994 - 1996
Skills
Capital Markets, Corporate Finance, Capital Structure, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Competitive Analysis, Relationship Management, Strategy, Mergers & Acquisitions, Corporate Development, Venture Capital, IPO, Alternative Investments, Portfolio Management, Hedge Funds, Emerging Markets, Asset Management, Management, Finance
Education
Duke Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
Queen's University 1990 — 1994
BA, with Honors
SunTrust Robinson Humphrey October 2014 - Present
BMO Capital Markets 2012 - October 2014
Bank of America Merrill Lynch 2000 - 2011
Merrill Lynch 1998 - 2000
Toronto Raptors Basketball Club Inc. 1994 - 1996
Skills
Capital Markets, Corporate Finance, Capital Structure, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Competitive Analysis, Relationship Management, Strategy, Mergers & Acquisitions, Corporate Development, Venture Capital, IPO, Alternative Investments, Portfolio Management, Hedge Funds, Emerging Markets, Asset Management, Management, Finance
Education
Duke Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
Queen's University 1990 — 1994
BA, with Honors
Will Boeckman's Merrill Lynch Experience 2010 - 2012
Job J.P. Morgan Sales & Trading Analyst
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch 2010 - 2012
Skills
Economics, Options, Financial Modeling, Trading, Valuation, Wealth Management
Education
Duke University 2010 — 2014
Bachelor of Science (BSc), Economics, Finance
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch 2010 - 2012
Skills
Economics, Options, Financial Modeling, Trading, Valuation, Wealth Management
Education
Duke University 2010 — 2014
Bachelor of Science (BSc), Economics, Finance
Jeffrey McAleer Jeffrey McAleer's Merrill Lynch Experience 2006 - 2006
Job Senior Associate at PwC Advisory
Industry Management Consulting
Experience
PwC Advisory May 2014 - Present
Wells Fargo Advisors 2010 - 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2007 - 2008
Merrill Lynch 2006 - 2006
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), GPA: 3.6
James Madison University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
PwC Advisory May 2014 - Present
Wells Fargo Advisors 2010 - 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2007 - 2008
Merrill Lynch 2006 - 2006
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), GPA: 3.6
James Madison University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Robert Wolfson Robert Wolfson's Merrill Lynch Experience 1984 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
Roc Capital Management LP 2009 - 2013
Deutsche Bank 1999 - 2009
Deutsche Bank 1989 - 1999
Merrill Lynch 1984 - 1989
London Jenkins Polanish INC 1982 - 1984
Ernst and Whitney Public Accounting 1980 - 1982
Skills
Operations Management, Financial Accounting, Accounting, Financial Management..., Business Transformation, Proprietary Trading, Infrastructure..., Due Diligence, Start-ups
Education
Duke University 1976 — 1980
Bachelor of Arts (BA)
Roc Capital Management LP 2009 - 2013
Deutsche Bank 1999 - 2009
Deutsche Bank 1989 - 1999
Merrill Lynch 1984 - 1989
London Jenkins Polanish INC 1982 - 1984
Ernst and Whitney Public Accounting 1980 - 1982
Skills
Operations Management, Financial Accounting, Accounting, Financial Management..., Business Transformation, Proprietary Trading, Infrastructure..., Due Diligence, Start-ups
Education
Duke University 1976 — 1980
Bachelor of Arts (BA)
Charlie Shaffer Charlie Shaffer's Merrill Lynch Experience May 2005 - January 2009
Job Global Head of Distribution at Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse February 2014 - Present
Credit Suisse November 2012 - February 2014
Credit Suisse April 2012 - November 2012
Credit Suisse March 2009 - April 2012
Merrill Lynch May 2005 - January 2009
Deutsche Bank 1999 - 2005
Morgan Stanley 1993 - 1999
Education
Duke University School of Law 1990 — 1993
JD/MA, Law
Princeton University
BA, English
St. Paul's 1980 — 1985
Credit Suisse February 2014 - Present
Credit Suisse November 2012 - February 2014
Credit Suisse April 2012 - November 2012
Credit Suisse March 2009 - April 2012
Merrill Lynch May 2005 - January 2009
Deutsche Bank 1999 - 2005
Morgan Stanley 1993 - 1999
Education
Duke University School of Law 1990 — 1993
JD/MA, Law
Princeton University
BA, English
St. Paul's 1980 — 1985
Andrea Costa Andrea Costa's Merrill Lynch Experience July 2006 - January 2009
Job Senior Director, Service Operations at Risk Management Solutions
Industry Information Technology and Services
Experience
RMS October 2014 - Present
RMS June 2013 - October 2014
Columbia University January 2012 - May 2013
Columbia University (ALaS Consulting) October 2010 - January 2012
KPMG LLP March 2010 - October 2010
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch July 2006 - January 2009
Skills
Change Management, Management, Analysis, Project Management, Financial Modeling, Business Analysis, Fixed Income, ITIL, Strategy, Negotiation, Business Strategy, Banking, Disaster Recovery, IT Service Management, Program Management
Education
Duke University - The Fuqua School of Business
Master of Business Administration
VILLANOVA UNIVERSITY, Villanova School of Business
Bachelor of Science, Business Administration; Management Information Systems, Spanish, and International Business
RMS October 2014 - Present
RMS June 2013 - October 2014
Columbia University January 2012 - May 2013
Columbia University (ALaS Consulting) October 2010 - January 2012
KPMG LLP March 2010 - October 2010
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch July 2006 - January 2009
Skills
Change Management, Management, Analysis, Project Management, Financial Modeling, Business Analysis, Fixed Income, ITIL, Strategy, Negotiation, Business Strategy, Banking, Disaster Recovery, IT Service Management, Program Management
Education
Duke University - The Fuqua School of Business
Master of Business Administration
VILLANOVA UNIVERSITY, Villanova School of Business
Bachelor of Science, Business Administration; Management Information Systems, Spanish, and International Business
Kathleen Mariboe Kathleen Mariboe's Merrill Lynch Experience 1990 - 2000
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2003 - 2006
KGM Marketing Communications 2001 - 2003
Merrill Lynch 1990 - 2000
Education
Duquesne University
BA, Journalism
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2003 - 2006
KGM Marketing Communications 2001 - 2003
Merrill Lynch 1990 - 2000
Education
Duquesne University
BA, Journalism
James Colao James Colao's Merrill Lynch Experience June 2015 - Present
Job Financial Solutions Advisor at Merrill Edge Merrill Lynch, Pierce, Fenner & Smith Incorporated
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
ADP May 2012 - May 2015
Skills
Sales, Marketing Strategy, Employee Benefits, Salesforce.com, Social Networking, Payroll, Marketing, Corporate Communications, Time Management, Marketing Communications, Advertising, Web Marketing Strategy, Web Marketing, Creative Writing, Article Marketing, Communication, WebEx, Referral Networking, Relationship Management, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Human Resources, Social Media, Cold Calling, Management, Public Speaking, Event Planning, Sales Process, Facebook, Team Building, B2B, Research, Sales Management, Account Management, Sales Presentations, Direct Sales, Customer Retention, Team Leadership, Sales Operations, Teamwork, CRM, Social Media Marketing, Coaching, Business Development, Training, Small Business
Education
Duquesne University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch June 2015 - Present
ADP May 2012 - May 2015
Skills
Sales, Marketing Strategy, Employee Benefits, Salesforce.com, Social Networking, Payroll, Marketing, Corporate Communications, Time Management, Marketing Communications, Advertising, Web Marketing Strategy, Web Marketing, Creative Writing, Article Marketing, Communication, WebEx, Referral Networking, Relationship Management, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Human Resources, Social Media, Cold Calling, Management, Public Speaking, Event Planning, Sales Process, Facebook, Team Building, B2B, Research, Sales Management, Account Management, Sales Presentations, Direct Sales, Customer Retention, Team Leadership, Sales Operations, Teamwork, CRM, Social Media Marketing, Coaching, Business Development, Training, Small Business
Education
Duquesne University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Richard Mumford Richard Mumford's Merrill Lynch Experience August 1992 - September 2003
Job Bank General Counsel and Regulatory Attorney
Industry Financial Services
Experience
UBS September 2003 - Present
Merrill Lynch August 1992 - September 2003
Skills
US Banking Laws and..., Bank Regulatory..., Corporate Governance, Legislative Issues, Legal Compliance, Legal Department..., Dodd Frank Act, Gramm..., FDIC, OCC and Federal..., Interstate Banking and..., Affiliate and Insider...
Education
Georgetown University Law Center 1981 — 1984
JD, Law, cum laude; top 10% of class
Duke University 1976 — 1980
AB, magna cum laude
UBS September 2003 - Present
Merrill Lynch August 1992 - September 2003
Skills
US Banking Laws and..., Bank Regulatory..., Corporate Governance, Legislative Issues, Legal Compliance, Legal Department..., Dodd Frank Act, Gramm..., FDIC, OCC and Federal..., Interstate Banking and..., Affiliate and Insider...
Education
Georgetown University Law Center 1981 — 1984
JD, Law, cum laude; top 10% of class
Duke University 1976 — 1980
AB, magna cum laude
Jennifer Kwan Jennifer Kwan's Merrill Lynch Experience July 2007 - December 2007
Job
Industry Investment Management
Experience
Windrose Advisors October 2013 - Present
Spinnaker Capital LLC September 2009 - October 2013
Federal Reserve Bank of Boston July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
John Hancock July 2006 - December 2006
Skills
Financial Analysis, Private Equity, Venture Capital, Hedge Funds, Corporate Finance, Equities, Banking, Mutual Funds, Internal Audit, Financial Modeling, Valuation, New Business Development, Trading, Investments, Bloomberg, Alternative Investments, Fixed Income
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
Windrose Advisors October 2013 - Present
Spinnaker Capital LLC September 2009 - October 2013
Federal Reserve Bank of Boston July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
John Hancock July 2006 - December 2006
Skills
Financial Analysis, Private Equity, Venture Capital, Hedge Funds, Corporate Finance, Equities, Banking, Mutual Funds, Internal Audit, Financial Modeling, Valuation, New Business Development, Trading, Investments, Bloomberg, Alternative Investments, Fixed Income
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
Sailor Zhou Sailor Zhou's Merrill Lynch Experience April 2013 - Present
Job Investment Banking Analyst at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2013 - Present
UBS Investment Bank May 2012 - March 2013
Duke Venture Capital Club August 2010 - May 2012
Duke Consulting Club August 2009 - May 2012
UBS Investment Bank June 2011 - August 2011
Zhongshan Securities May 2010 - August 2010
Duke Hart Leadership Program May 2009 - December 2009
China Minsheng Banking Corp. May 2009 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Stata, Corporate Finance, Investment Banking
Education
Duke University 2008 — 2012
BS, Economics, Statistics
Merrill Lynch April 2013 - Present
UBS Investment Bank May 2012 - March 2013
Duke Venture Capital Club August 2010 - May 2012
Duke Consulting Club August 2009 - May 2012
UBS Investment Bank June 2011 - August 2011
Zhongshan Securities May 2010 - August 2010
Duke Hart Leadership Program May 2009 - December 2009
China Minsheng Banking Corp. May 2009 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Stata, Corporate Finance, Investment Banking
Education
Duke University 2008 — 2012
BS, Economics, Statistics
Jason Satsky Jason Satsky's Merrill Lynch Experience August 2012 - Present
Job Managing Director Energy Investment Banking at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2012 - Present
Credit Suisse 2005 - August 2012
Wasserstein Perella 1999 - 2005
Salomon Brothers 1997 - 1999
Skills
Midstream, Corporate Finance, Mergers, Energy, Power Plants, Natural Gas, Gas storage, Capital raising, Utilities
Education
Duke Fuqua School of Business 1993 — 1997
MBA
Duke Law School 1993 — 1997
Juris Doctor
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics and Philosophy
Merrill Lynch August 2012 - Present
Credit Suisse 2005 - August 2012
Wasserstein Perella 1999 - 2005
Salomon Brothers 1997 - 1999
Skills
Midstream, Corporate Finance, Mergers, Energy, Power Plants, Natural Gas, Gas storage, Capital raising, Utilities
Education
Duke Fuqua School of Business 1993 — 1997
MBA
Duke Law School 1993 — 1997
Juris Doctor
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics and Philosophy
Brian Doak, CFP®'s Merrill Lynch Experience September 2007 - March 2009
Job Senior Vice President; Founding Partner of Legacy Wealth Group
Industry Financial Services
Experience
Legacy Wealth Group of David A. Noyes & Company March 2009 - Present
Merrill Lynch September 2007 - March 2009
A.G. Edwards January 2002 - September 2007
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., Retirement Planning, Business Transition..., Private Equity, Insurance Planning, Alternative Investments, Charitable Gift Planning, Estate Planning, Education Funding, Investment Management, Liability Management, Investment Banking, Hedge Funds, Portfolio Management
Education
Duquesne University 1999 — 2001
Bachelor of Science (BS), Marketing and Sports Marketing
Lake Michigan College 1997 — 1999
Associates Degree, Business Administration and Management, General
St. Joseph High School 1994 — 1997
Legacy Wealth Group of David A. Noyes & Company March 2009 - Present
Merrill Lynch September 2007 - March 2009
A.G. Edwards January 2002 - September 2007
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., Retirement Planning, Business Transition..., Private Equity, Insurance Planning, Alternative Investments, Charitable Gift Planning, Estate Planning, Education Funding, Investment Management, Liability Management, Investment Banking, Hedge Funds, Portfolio Management
Education
Duquesne University 1999 — 2001
Bachelor of Science (BS), Marketing and Sports Marketing
Lake Michigan College 1997 — 1999
Associates Degree, Business Administration and Management, General
St. Joseph High School 1994 — 1997
Acklema Lima Acklema Lima's Merrill Lynch Experience May 1985 - February 1990
Job Accounting Manager at Carttera Private Equities Inc.
Industry Accounting
Experience
Carttera Private Equities Inc. September 2012 - Present
Redcliff Realty Management Inc. August 2009 - September 2012
Seguro Management Inc. May 2009 - August 2009
Urbancorp Toronto Management Inc. August 1999 - April 2009
Lehndorff Property Management February 1990 - October 1995
Merrill Lynch May 1985 - February 1990
Skills
Variance Analysis, QuickBooks, Budgets, Microsoft Office, Accounting, General Ledger, Cash Flow, Financial Statements, Customer Service, Accounts Payable, Finance, Account Reconciliation
Education
Ryerson University 1991 — 1993
Law Administration
Durham College 1982 — 1985
Business Accounting
Carttera Private Equities Inc. September 2012 - Present
Redcliff Realty Management Inc. August 2009 - September 2012
Seguro Management Inc. May 2009 - August 2009
Urbancorp Toronto Management Inc. August 1999 - April 2009
Lehndorff Property Management February 1990 - October 1995
Merrill Lynch May 1985 - February 1990
Skills
Variance Analysis, QuickBooks, Budgets, Microsoft Office, Accounting, General Ledger, Cash Flow, Financial Statements, Customer Service, Accounts Payable, Finance, Account Reconciliation
Education
Ryerson University 1991 — 1993
Law Administration
Durham College 1982 — 1985
Business Accounting
William Byerly William Byerly's Merrill Lynch Experience 1996 - 1999
Job EVP General Manager of Omni at SunGard
Industry Outsourcing/Offshoring
Experience
SunGard February 2014 - Present
SunGard March 2013 - February 2014
Capital Group July 2012 - February 2013
HCL America January 2012 - June 2012
Prudential 2007 - 2011
JPMorgan Chase 2001 - 2007
Pentegra Retirement Services 1999 - 2001
Merrill Lynch 1996 - 1999
ICMA-RC 1989 - 1996
United Savings Bank 1986 - 1989
Skills
Securities, Business Process..., Defined Benefit, Asset Allocation, Relationship Management, 401k, Budgets, Retirement Planning, Mergers & Acquisitions, CRM, Management, Business Analysis, Mutual Funds, Mergers, Program Management, Financial Services, Retirement, Strategy
Education
Marymount University 1988 — 1991
MBA, Finance
Duquesne University 1979 — 1983
B.S., Business Administration and Finance
SunGard February 2014 - Present
SunGard March 2013 - February 2014
Capital Group July 2012 - February 2013
HCL America January 2012 - June 2012
Prudential 2007 - 2011
JPMorgan Chase 2001 - 2007
Pentegra Retirement Services 1999 - 2001
Merrill Lynch 1996 - 1999
ICMA-RC 1989 - 1996
United Savings Bank 1986 - 1989
Skills
Securities, Business Process..., Defined Benefit, Asset Allocation, Relationship Management, 401k, Budgets, Retirement Planning, Mergers & Acquisitions, CRM, Management, Business Analysis, Mutual Funds, Mergers, Program Management, Financial Services, Retirement, Strategy
Education
Marymount University 1988 — 1991
MBA, Finance
Duquesne University 1979 — 1983
B.S., Business Administration and Finance
Marcus Alexander Marcus Alexander's Merrill Lynch Experience June 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Morgan Stanley Smith Barney July 1997 - June 2008
Education
Duke University - Fuqua School of Business 1995 — 1997
MBA
Loughborough University 1984 — 1987
BS, Mathematics
Merrill Lynch June 2008 - Present
Morgan Stanley Smith Barney July 1997 - June 2008
Education
Duke University - Fuqua School of Business 1995 — 1997
MBA
Loughborough University 1984 — 1987
BS, Mathematics
Whitney Eckenrode Whitney Eckenrode's Merrill Lynch Experience May 2003 - June 2005
Job Recruiter, Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Randstad January 2012 - May 2012
projectworks, LLC May 2011 - January 2012
Randstad U.S October 2006 - June 2010
Merrill Lynch May 2003 - June 2005
Skills
CRM, Recruiting, Sales, Project Planning, Customer Service, Employee Relations, Talent Acquisition, Employee Benefits, Interviews, Training, Leadership, New Business Development, Hiring, Time Management, Public Speaking, Applicant Tracking..., Temporary Placement, Cold Calling, Onboarding, College Recruiting, Sourcing, Contract Recruitment, Technical Recruiting, Management, Performance Management, Human Resources, Internet Recruiting
Education
Mount Saint Mary's University 2004 — 2006
B.S, Business Administration
Duquesne University 2001 — 2003
Wells Fargo June 2012 - Present
Randstad January 2012 - May 2012
projectworks, LLC May 2011 - January 2012
Randstad U.S October 2006 - June 2010
Merrill Lynch May 2003 - June 2005
Skills
CRM, Recruiting, Sales, Project Planning, Customer Service, Employee Relations, Talent Acquisition, Employee Benefits, Interviews, Training, Leadership, New Business Development, Hiring, Time Management, Public Speaking, Applicant Tracking..., Temporary Placement, Cold Calling, Onboarding, College Recruiting, Sourcing, Contract Recruitment, Technical Recruiting, Management, Performance Management, Human Resources, Internet Recruiting
Education
Mount Saint Mary's University 2004 — 2006
B.S, Business Administration
Duquesne University 2001 — 2003
Steve Byers's Merrill Lynch Experience March 2010 - July 2013
Job Deutsche Bank: Vice President, Global Manager Research: Liquid Alternatives and International Equities
Industry Investment Management
Experience
Deutsche Bank July 2013 - Present
Merrill Lynch March 2010 - July 2013
JEFFERIES & COMPANY, INC November 2006 - March 2009
CITIGROUP SMITH BARNEY April 2005 - September 2005
UBS Investment Bank January 2001 - October 2003
Skills
Tactical Asset..., Technical Analysis, Fundamental Research, Due Diligence, Client Relationship..., Risk Management, Sales Presentations, Consultancy, Triathlon, Coaching, Equity Research, CRM, Trading, Investments, Asset Allocation, Derivatives, Research, Consultants, Portfolio Management, Equities, Asset Management, Investment Strategies, Finance, Strategy, Emerging Markets, Bloomberg, Analysis, Fund Of Funds, Financial Advisory, Fixed Income, Valuation, Mutual Funds
Education
NEW YORK UNIVERSITY/Leonard N. Stern School of BusinessNew 2004 — 2006
Master, Business Administration; Finance and Economics and Specialization in Finance Instruments and Markets
Duke University 1996 — 2000
Bachelor of Science, Biology; Chemistry; Biochemistry and Genetics
Deutsche Bank July 2013 - Present
Merrill Lynch March 2010 - July 2013
JEFFERIES & COMPANY, INC November 2006 - March 2009
CITIGROUP SMITH BARNEY April 2005 - September 2005
UBS Investment Bank January 2001 - October 2003
Skills
Tactical Asset..., Technical Analysis, Fundamental Research, Due Diligence, Client Relationship..., Risk Management, Sales Presentations, Consultancy, Triathlon, Coaching, Equity Research, CRM, Trading, Investments, Asset Allocation, Derivatives, Research, Consultants, Portfolio Management, Equities, Asset Management, Investment Strategies, Finance, Strategy, Emerging Markets, Bloomberg, Analysis, Fund Of Funds, Financial Advisory, Fixed Income, Valuation, Mutual Funds
Education
NEW YORK UNIVERSITY/Leonard N. Stern School of BusinessNew 2004 — 2006
Master, Business Administration; Finance and Economics and Specialization in Finance Instruments and Markets
Duke University 1996 — 2000
Bachelor of Science, Biology; Chemistry; Biochemistry and Genetics
Doug Vissicchio Doug Vissicchio's Merrill Lynch Experience 1989 - 1991
Job Managing Director at Citi
Industry Financial Services
Experience
Citi 1993 - Present
Merrill Lynch 1989 - 1991
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Equities, Investment Banking, Bonds, Derivatives, Bloomberg, Alternative Investments, Securities, Structured Products, Series 7, Private Equity, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Emory University 1985 — 1989
BBA, Finance
Citi 1993 - Present
Merrill Lynch 1989 - 1991
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Equities, Investment Banking, Bonds, Derivatives, Bloomberg, Alternative Investments, Securities, Structured Products, Series 7, Private Equity, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Emory University 1985 — 1989
BBA, Finance
Elton Ndoma-Ogar Elton Ndoma-Ogar's Merrill Lynch Experience January 2006 - July 2009
Job Director, Diversity and Inclusion at Raytheon
Industry Human Resources
Experience
Raytheon Company May 2012 - Present
MBA JumpStart March 2004 - Present
BP July 2009 - May 2012
Merrill Lynch January 2006 - July 2009
Morgan Stanley August 2003 - January 2006
Skills
Diversity & Inclusion, Talent Management, Change Management, Employee Engagement, Performance Management, Organizational..., Leadership Development, Executive Coaching, Employee Relations, Strategic Planning, Process Improvement, Succession Planning, HRIS, Recruiting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Wake Forest University 1991 — 1996
BS, Health Sciences
Raytheon Company May 2012 - Present
MBA JumpStart March 2004 - Present
BP July 2009 - May 2012
Merrill Lynch January 2006 - July 2009
Morgan Stanley August 2003 - January 2006
Skills
Diversity & Inclusion, Talent Management, Change Management, Employee Engagement, Performance Management, Organizational..., Leadership Development, Executive Coaching, Employee Relations, Strategic Planning, Process Improvement, Succession Planning, HRIS, Recruiting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Wake Forest University 1991 — 1996
BS, Health Sciences
Beth Genter Beth Genter's Merrill Lynch Experience May 1986 - August 1992
Job Financial Advisor & President at Schenley Capital
Industry Investment Management
Experience
Schenley Capital April 1996 - Present
Schenley Capital, Inc. 1994 - Present
Merrill Lynch May 1986 - August 1992
Skills
Investments, Investment Advisory, Asset Allocation, Strategic Financial..., Financial Advisory, Portfolio Management, Wealth, Finance, Retirement Planning, Money Management, Financial Planning, Due Diligence, Fixed Income, Securities, Wealth Management..., Private Equity, Entrepreneurship, Management, Venture Capital, Angel Investing, Equity Capital Markets, Mutual Funds, Asset Management, Investment Strategies, Pensions, Small Business, Estate Planning, Investment Banking, Start-ups, Alternative Investments, Investment Management, Wealth Management, Strategic Planning, Insurance
Education
Duquesne University 2006 — 2007
Executive Certificate in Financial Planning, Investments, Tax, Estate Planning and Retirement
University of Pittsburgh 1983 — 1989
MS, Education
West Virginia Wesleyan College 1980 — 1982
BS, Education
The Ellis School 1972 — 1977
High School, High School
Schenley Capital April 1996 - Present
Schenley Capital, Inc. 1994 - Present
Merrill Lynch May 1986 - August 1992
Skills
Investments, Investment Advisory, Asset Allocation, Strategic Financial..., Financial Advisory, Portfolio Management, Wealth, Finance, Retirement Planning, Money Management, Financial Planning, Due Diligence, Fixed Income, Securities, Wealth Management..., Private Equity, Entrepreneurship, Management, Venture Capital, Angel Investing, Equity Capital Markets, Mutual Funds, Asset Management, Investment Strategies, Pensions, Small Business, Estate Planning, Investment Banking, Start-ups, Alternative Investments, Investment Management, Wealth Management, Strategic Planning, Insurance
Education
Duquesne University 2006 — 2007
Executive Certificate in Financial Planning, Investments, Tax, Estate Planning and Retirement
University of Pittsburgh 1983 — 1989
MS, Education
West Virginia Wesleyan College 1980 — 1982
BS, Education
The Ellis School 1972 — 1977
High School, High School
John W. (Bill) Atchley John W. (Bill) Atchley's Merrill Lynch Experience August 2011 - December 2012
Job Coronary Account Manager at Volcano Corporation
Industry Medical Devices
Experience
Volcano Corporation April 2014 - Present
Volcano Corporation 2014 - 2015
Volcano Corporation 2014 - 2015
Estech December 2012 - March 2014
Merrill Lynch August 2011 - December 2012
nContact Surgical October 2007 - April 2011
Cordis July 1996 - August 2007
CORDIS CORPORATION January 1996 - January 2007
Cordis January 2000 - July 2006
SPACELABS MEDICAL January 1994 - January 1996
Skills
Series 7 & 66 License, Sales, Business Planning, Marketing, Negotiation, Management, Recruiting, Medical Diagnostics, Consulting, Information Systems, Windows 2000, Capital Equipment, Hospitals, Operating Room, Medical Devices, Cardiology, Surgeons, Selling, Clinical Research, Healthcare, Healthcare Management, Sales Operations, Physicians, Direct Sales, Sales Management, Product Launch, Cardiac Surgery, Start-ups, Business Development, Vascular, Leadership, Surgical Instruments, Product Development, Market Development, Sales Force Development, Urology, Orthopedic, Disposables, Interventional..., Sales Effectiveness, Pharmaceutical Sales
Education
Jacksonville State University 1974 — 1976
BS, Business Administration
Jacksonville State University 1973 — 1976
BS, Business Administration
Duke University - Fuqua School of Business
Executive Education program
Harvard Business School
Excecutive Education Program
Volcano Corporation April 2014 - Present
Volcano Corporation 2014 - 2015
Volcano Corporation 2014 - 2015
Estech December 2012 - March 2014
Merrill Lynch August 2011 - December 2012
nContact Surgical October 2007 - April 2011
Cordis July 1996 - August 2007
CORDIS CORPORATION January 1996 - January 2007
Cordis January 2000 - July 2006
SPACELABS MEDICAL January 1994 - January 1996
Skills
Series 7 & 66 License, Sales, Business Planning, Marketing, Negotiation, Management, Recruiting, Medical Diagnostics, Consulting, Information Systems, Windows 2000, Capital Equipment, Hospitals, Operating Room, Medical Devices, Cardiology, Surgeons, Selling, Clinical Research, Healthcare, Healthcare Management, Sales Operations, Physicians, Direct Sales, Sales Management, Product Launch, Cardiac Surgery, Start-ups, Business Development, Vascular, Leadership, Surgical Instruments, Product Development, Market Development, Sales Force Development, Urology, Orthopedic, Disposables, Interventional..., Sales Effectiveness, Pharmaceutical Sales
Education
Jacksonville State University 1974 — 1976
BS, Business Administration
Jacksonville State University 1973 — 1976
BS, Business Administration
Duke University - Fuqua School of Business
Executive Education program
Harvard Business School
Excecutive Education Program
Judi Polson, MBA, PMP, CSM, SA Judi Polson, MBA, PMP, CSM, SA's Merrill Lynch Experience August 2004 - June 2008
Job Lead, Americas Project, Process, and Quality Management
Industry Information Technology and Services
Experience
Credit Suisse October 2012 - Present
Ad Astra Per Aspera Consulting November 2008 - Present
Credit Suisse October 2009 - October 2012
Credit Suisse October 2009 - October 2012
Stuart Levine & Associates June 2009 - October 2009
Merrill Lynch August 2004 - June 2008
JPMorgan Chase October 2003 - August 2004
Merrill Lynch December 1993 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
IBM July 1981 - July 1993
Skills
Compliance, Due Diligence, Metrics, Technical Writing, Transparency, Governance, Requirements Management, Training, SDLC, PMP, Program Management, PMO, Business Process..., Risk Management, Project Management, Software Documentation, Project Delivery, Management, IT Strategy, Enterprise Risk..., Project Portfolio..., Vendor Management, Business Analysis, Capital Markets, Project Planning, Strategic Planning, Strategy, Operational Risk..., Process Improvement, Requirements Analysis, Portfolio Management, MS Project, Sarbanes-Oxley Act, Executive Management, Integration, Fixed Income, Finance, Investment Banking, Business Transformation, Resource Management, Software Project..., ITIL, Business Process, Process Engineering, IT Management, Data Warehousing, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1984 — 1986
M.B.A
The University of Kansas 1973 — 1981
B.A.
Rock Port High School 1961 — 1973
High School Diploma
Rock Port High School
Credit Suisse October 2012 - Present
Ad Astra Per Aspera Consulting November 2008 - Present
Credit Suisse October 2009 - October 2012
Credit Suisse October 2009 - October 2012
Stuart Levine & Associates June 2009 - October 2009
Merrill Lynch August 2004 - June 2008
JPMorgan Chase October 2003 - August 2004
Merrill Lynch December 1993 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
IBM July 1981 - July 1993
Skills
Compliance, Due Diligence, Metrics, Technical Writing, Transparency, Governance, Requirements Management, Training, SDLC, PMP, Program Management, PMO, Business Process..., Risk Management, Project Management, Software Documentation, Project Delivery, Management, IT Strategy, Enterprise Risk..., Project Portfolio..., Vendor Management, Business Analysis, Capital Markets, Project Planning, Strategic Planning, Strategy, Operational Risk..., Process Improvement, Requirements Analysis, Portfolio Management, MS Project, Sarbanes-Oxley Act, Executive Management, Integration, Fixed Income, Finance, Investment Banking, Business Transformation, Resource Management, Software Project..., ITIL, Business Process, Process Engineering, IT Management, Data Warehousing, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1984 — 1986
M.B.A
The University of Kansas 1973 — 1981
B.A.
Rock Port High School 1961 — 1973
High School Diploma
Rock Port High School
Michael Gummelt, CFP® Michael Gummelt, CFP®'s Merrill Lynch Experience October 1995 - June 2006
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Wells Fargo Advisors May 2006 - April 2014
Merrill Lynch October 1995 - June 2006
American Express October 1992 - October 1995
Education
Montclair State University 1988 — 1991
Bachelor of Science Degrees, in the fields of Accounting, Finance, and Economics, 3.86 GPA - Graduated with Honors on the Dean's List
Dunwoody College of Technology 1972 — 1974
Certification, Master Baker & Pastry Chef
Ameriprise Financial Services, Inc. April 2014 - Present
Wells Fargo Advisors May 2006 - April 2014
Merrill Lynch October 1995 - June 2006
American Express October 1992 - October 1995
Education
Montclair State University 1988 — 1991
Bachelor of Science Degrees, in the fields of Accounting, Finance, and Economics, 3.86 GPA - Graduated with Honors on the Dean's List
Dunwoody College of Technology 1972 — 1974
Certification, Master Baker & Pastry Chef
David Taczak David Taczak's Merrill Lynch Experience July 2008 - December 2010
Job Land Agent at Range Resources
Industry Oil & Energy
Experience
Range Resources July 2014 - Present
Bank of America January 2011 - May 2013
Merrill Lynch July 2008 - December 2010
Fidelity Mortgage January 2005 - January 2007
American Equity Mortgage January 2003 - August 2004
Education
Duquesne University 1995 — 1999
BS, Business
Range Resources July 2014 - Present
Bank of America January 2011 - May 2013
Merrill Lynch July 2008 - December 2010
Fidelity Mortgage January 2005 - January 2007
American Equity Mortgage January 2003 - August 2004
Education
Duquesne University 1995 — 1999
BS, Business
James Breeden James Breeden's Merrill Lynch Experience December 2006 - November 2007
Job Systems Administrator at Coalition of Cancer Cooperative Groups
Industry Information Technology and Services
Experience
Coalition of Cancer Cooperative Groups October 2012 - Present
US EPA July 2012 - September 2012
Outback Steakhouse February 2009 - March 2012
Merrill Lynch December 2006 - November 2007
Skills
Restaurants, Customer Service, Microsoft Office, PowerPoint, Food & Beverage, Microsoft Excel, Food Service, Microsoft Word, Bartending, Hospitality, Food, Computer Hardware, Computer Maintenance, Computer Repair, Windows 7, Windows Vista, Windows XP Pro, Windows 2000
Education
Council Rock High School North 2001 — 2005
Diploma
Duquesne University
Management Information Systems, General
Coalition of Cancer Cooperative Groups October 2012 - Present
US EPA July 2012 - September 2012
Outback Steakhouse February 2009 - March 2012
Merrill Lynch December 2006 - November 2007
Skills
Restaurants, Customer Service, Microsoft Office, PowerPoint, Food & Beverage, Microsoft Excel, Food Service, Microsoft Word, Bartending, Hospitality, Food, Computer Hardware, Computer Maintenance, Computer Repair, Windows 7, Windows Vista, Windows XP Pro, Windows 2000
Education
Council Rock High School North 2001 — 2005
Diploma
Duquesne University
Management Information Systems, General
Arif H. Ahmed Arif H. Ahmed's Merrill Lynch Experience May 2007 - August 2007
Job Healthcare Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Accenture September 2010 - July 2012
Accenture July 2008 - August 2010
Merrill Lynch May 2007 - August 2007
Rockwell Collins May 2006 - August 2006
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Health Sector Management
University of Florida 2002 — 2008
BS, MS, Electrical Engineering, Mathematics
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Accenture September 2010 - July 2012
Accenture July 2008 - August 2010
Merrill Lynch May 2007 - August 2007
Rockwell Collins May 2006 - August 2006
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Health Sector Management
University of Florida 2002 — 2008
BS, MS, Electrical Engineering, Mathematics
Irina Baramova's Merrill Lynch Experience August 1999 - December 2002
Job Vice President, Global Corporate Development at Lupin Pharmaceuticals
Industry Pharmaceuticals
Experience
Lupin Pharmaceuticals September 2014 - Present
Self -Employed March 2014 - September 2014
Aptalis December 2009 - February 2014
Self Employed December 2008 - December 2009
Endo Pharmaceuticals April 2004 - October 2008
HSH Nordbank June 2003 - December 2003
Merrill Lynch August 1999 - December 2002
Skills
Strategy, Mergers, Financial Modeling, Cross-functional Team..., Financial Analysis, Valuation, Business Development, Forecasting, Business Planning, Medical Devices, Leadership, Mergers & Acquisitions, Strategic Planning, Business Intelligence, Management, Corporate Development, Finance, Negotiation, Due Diligence, Pharmaceutical Industry, Portfolio Management, Competitive Analysis, Biotechnology, Drug Development, Market Analysis, Commercialization, Business Strategy, Project Management, Licensing
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
Lupin Pharmaceuticals September 2014 - Present
Self -Employed March 2014 - September 2014
Aptalis December 2009 - February 2014
Self Employed December 2008 - December 2009
Endo Pharmaceuticals April 2004 - October 2008
HSH Nordbank June 2003 - December 2003
Merrill Lynch August 1999 - December 2002
Skills
Strategy, Mergers, Financial Modeling, Cross-functional Team..., Financial Analysis, Valuation, Business Development, Forecasting, Business Planning, Medical Devices, Leadership, Mergers & Acquisitions, Strategic Planning, Business Intelligence, Management, Corporate Development, Finance, Negotiation, Due Diligence, Pharmaceutical Industry, Portfolio Management, Competitive Analysis, Biotechnology, Drug Development, Market Analysis, Commercialization, Business Strategy, Project Management, Licensing
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
Gene Fignar Gene Fignar's Merrill Lynch Experience 1981 - 1988
Job Senior Lending Officer at Landmark Financial
Industry Financial Services
Experience
Landmark Financial Group March 2004 - Present
TDS Financial, Inc. 1990 - Present
Cooley Godward Kronish LLP 1999 - 2003
Pryor Cashman LLP 1997 - 1999
The Bank Mart 1988 - 1990
Merrill Lynch 1981 - 1988
Skills
Credit, Due Diligence, Banking, Investments, Mergers & Acquisitions, Real Estate Transactions, Mergers, Private Equity, Licensing, Litigation, Commercial Litigation, Strategic Planning, Underwriting, Bankruptcy, Loans, Real Estate Financing, Mortgage Banking, Mortgage Underwriting, Legal Research, Corporate Finance, Contract Negotiation, Investment Properties, Refinance, Corporate Governance, Corporate Law, Mediation, VA Loans, Real Estate, Mortgage Lending, Commercial Real Estate, Arbitration
Education
Duquesne University School of Law 1969 — 1972
JD, Law
King's College
BS, Business Administration
Landmark Financial Group March 2004 - Present
TDS Financial, Inc. 1990 - Present
Cooley Godward Kronish LLP 1999 - 2003
Pryor Cashman LLP 1997 - 1999
The Bank Mart 1988 - 1990
Merrill Lynch 1981 - 1988
Skills
Credit, Due Diligence, Banking, Investments, Mergers & Acquisitions, Real Estate Transactions, Mergers, Private Equity, Licensing, Litigation, Commercial Litigation, Strategic Planning, Underwriting, Bankruptcy, Loans, Real Estate Financing, Mortgage Banking, Mortgage Underwriting, Legal Research, Corporate Finance, Contract Negotiation, Investment Properties, Refinance, Corporate Governance, Corporate Law, Mediation, VA Loans, Real Estate, Mortgage Lending, Commercial Real Estate, Arbitration
Education
Duquesne University School of Law 1969 — 1972
JD, Law
King's College
BS, Business Administration
Shayne Lewer Shayne Lewer's Merrill Lynch Experience November 2011 - March 2012
Job Manager at Michael Hill Jewellers
Industry Retail
Experience
Michael Hill December 2012 - Present
Bank of America March 2012 - December 2012
Merrill Lynch November 2011 - March 2012
ClubLink Corporation April 2011 - November 2011
Skills
Customer Service, Team Building, Marketing, Recruiting, Coaching, Sales Management, Visual Merchandising, Retail Sales, Store Management, Problem Solving, Loss Prevention
Education
CSI Global Education Inc. 2011 — 2012
Durham College 2008 — 2011
Professional Golf Management - Business Administration, Business Administration and Management, General
Michael Hill December 2012 - Present
Bank of America March 2012 - December 2012
Merrill Lynch November 2011 - March 2012
ClubLink Corporation April 2011 - November 2011
Skills
Customer Service, Team Building, Marketing, Recruiting, Coaching, Sales Management, Visual Merchandising, Retail Sales, Store Management, Problem Solving, Loss Prevention
Education
CSI Global Education Inc. 2011 — 2012
Durham College 2008 — 2011
Professional Golf Management - Business Administration, Business Administration and Management, General
Scott Gob's Merrill Lynch Experience April 2002 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
PNC January 2014 - Present
Merrill Lynch April 2002 - September 2010
Skills
Series 7, Fixed Income, Series 63, Derivatives, FINRA, Credit, Trading Systems, Risk Management, Interest Rate...
Education
Duquesne University 1994 — 1996
MBA, Finance
Pennsylvania State University 1985 — 1990
BS, Finance
PNC January 2014 - Present
Merrill Lynch April 2002 - September 2010
Skills
Series 7, Fixed Income, Series 63, Derivatives, FINRA, Credit, Trading Systems, Risk Management, Interest Rate...
Education
Duquesne University 1994 — 1996
MBA, Finance
Pennsylvania State University 1985 — 1990
BS, Finance
William Rue Jr. William Rue Jr.'s Merrill Lynch Experience July 1997 - June 2000
Job President at Rue Insurance
Industry Insurance
Experience
Rue Insurance January 2013 - Present
Rue Insurance June 2002 - December 2012
Merrill Lynch July 1997 - June 2000
Skills
Employee Benefits, Insurance, Commercial Insurance, Risk Management, Non-profits, Healthcare, Health Insurance, Nonprofits, Professional Liability, Workers Compensation, Marketing Strategy, Strategic Planning, Underwriting, Financial Risk, Legal Liability, Liability, Brokers, Property & Casualty..., Casualty, D&O, Employment Practices..., Commercial Lines
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Duke University 1993 — 1997
AB, Economics & Political Science
The Lawrenceville School 1989 — 1993
Rue Insurance January 2013 - Present
Rue Insurance June 2002 - December 2012
Merrill Lynch July 1997 - June 2000
Skills
Employee Benefits, Insurance, Commercial Insurance, Risk Management, Non-profits, Healthcare, Health Insurance, Nonprofits, Professional Liability, Workers Compensation, Marketing Strategy, Strategic Planning, Underwriting, Financial Risk, Legal Liability, Liability, Brokers, Property & Casualty..., Casualty, D&O, Employment Practices..., Commercial Lines
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Duke University 1993 — 1997
AB, Economics & Political Science
The Lawrenceville School 1989 — 1993
Marcus P. Malonson, CFP®, CIMA®, CRPC®'s Merrill Lynch Experience March 2009 - Present
Job SVP/Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch March 2009 - Present
U.S. Trust, Bank of America Private Wealth Management December 2004 - March 2009
JP Morgan Private Bank 1994 - 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst Certification Program
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Finance/Real Estate/Economics
Merrill Lynch March 2009 - Present
U.S. Trust, Bank of America Private Wealth Management December 2004 - March 2009
JP Morgan Private Bank 1994 - 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst Certification Program
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Finance/Real Estate/Economics
Derrick Bessaoud Derrick Bessaoud's Merrill Lynch Experience September 2007 - December 2007
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Financial Services
Experience
PwC August 2012 - July 2015
PwC August 2009 - August 2012
University of Massachusetts Amherst September 2006 - December 2008
Merrill Lynch September 2007 - December 2007
Boston Capital June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Management, Financial Analysis, Financial Reporting, PowerPoint, Finance, Public Speaking, Auditing, Accounting
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
M.S.A., Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
B.B.A., Accounting
PwC August 2012 - July 2015
PwC August 2009 - August 2012
University of Massachusetts Amherst September 2006 - December 2008
Merrill Lynch September 2007 - December 2007
Boston Capital June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Management, Financial Analysis, Financial Reporting, PowerPoint, Finance, Public Speaking, Auditing, Accounting
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
M.S.A., Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
B.B.A., Accounting
Chidi Erike Chidi Erike's Merrill Lynch Experience June 2011 - March 2015
Job Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2011 - March 2015
Center for International Business Education and Research (CIBER) February 2011 - July 2011
Intesa Sanpaolo April 2006 - July 2010
American Basketball Association February 2006 - February 2010
Skills
Capital Markets, Financial Modeling, Valuation, Structured Products, Corporate Finance, Due Diligence, Investments, Investment Banking, Bloomberg, Private Equity, Negotiation, Financial Accounting, Management Consulting, Financial Analysis, Underwriting, Real Estate, Trading, Fixed Income, Fund Accounting, Strategic Planning, Business Strategy, Marketing, Marketing Strategy, Strategic Partnerships, Partnerships
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Strategy & Finance
State University of New York at Albany
BS, Marketing & Finance, Magna cum laude
SDA Bocconi
MBA - Exchange, Finance & Strategy
Merrill Lynch June 2011 - March 2015
Center for International Business Education and Research (CIBER) February 2011 - July 2011
Intesa Sanpaolo April 2006 - July 2010
American Basketball Association February 2006 - February 2010
Skills
Capital Markets, Financial Modeling, Valuation, Structured Products, Corporate Finance, Due Diligence, Investments, Investment Banking, Bloomberg, Private Equity, Negotiation, Financial Accounting, Management Consulting, Financial Analysis, Underwriting, Real Estate, Trading, Fixed Income, Fund Accounting, Strategic Planning, Business Strategy, Marketing, Marketing Strategy, Strategic Partnerships, Partnerships
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Strategy & Finance
State University of New York at Albany
BS, Marketing & Finance, Magna cum laude
SDA Bocconi
MBA - Exchange, Finance & Strategy
Samantha Cox's Merrill Lynch Experience September 2009 - December 2009
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Morgan Stanley July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Valuation, Microsoft Office, Financial Modeling, Economics, Data Analysis, Investment Banking, Corporate Finance, Financial Analysis, Stata
Education
Harvard Business School 2015 — 2017
Duke University 2008 — 2012
Bachelor of Science (B.S.), Economics
Morgan Stanley July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Valuation, Microsoft Office, Financial Modeling, Economics, Data Analysis, Investment Banking, Corporate Finance, Financial Analysis, Stata
Education
Harvard Business School 2015 — 2017
Duke University 2008 — 2012
Bachelor of Science (B.S.), Economics
Sam Payton's Merrill Lynch Experience July 2011 - May 2012
Job Associate, Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Odyssey Investment Partners May 2012 - May 2015
Merrill Lynch July 2011 - May 2012
Education
Duke University - The Fuqua School of Business 2009 — 2011
Strategy, Financial Analysis
Duke University 2005 — 2009
Economics, History
Odyssey Investment Partners May 2012 - May 2015
Merrill Lynch July 2011 - May 2012
Education
Duke University - The Fuqua School of Business 2009 — 2011
Strategy, Financial Analysis
Duke University 2005 — 2009
Economics, History
Luis Manrique Luis Manrique's Merrill Lynch Experience 2009 - 2010
Job Product & Commercialization at Google
Industry Information Technology and Services
Experience
Google January 2014 - Present
Google 2011 - Present
Merrill Lynch 2009 - 2010
Skills
Social Media, Interactive Advertising, Digital Marketing, Online Advertising, Online Marketing, Marketing Strategy, Social Networking, Facebook, Digital Strategy, Marketing, Digital Media
Education
Santa Clara University - Leavey School of Business
Finance, Economics, Accounting
University of Durham
Google January 2014 - Present
Google 2011 - Present
Merrill Lynch 2009 - 2010
Skills
Social Media, Interactive Advertising, Digital Marketing, Online Advertising, Online Marketing, Marketing Strategy, Social Networking, Facebook, Digital Strategy, Marketing, Digital Media
Education
Santa Clara University - Leavey School of Business
Finance, Economics, Accounting
University of Durham
William Newhart William Newhart's Merrill Lynch Experience May 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Duquesne University August 2012 - Present
Broadridge Financial Solutions April 2014 - December 2014
Rustic Kitchen May 2012 - December 2013
Skills
Interpersonal..., Information Technology, Stock Trading, Computer Proficiency, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Financial Accounting, Microsoft Office, Teamwork, Research, Customer Service, Statistical Data..., Financial Analysis, Public Speaking, Social Media, Outlook, Data Analysis, Social Networking, Finance, Data Entry
Education
Duquesne University 2012 — 2016
B.S. in Business Administration, Finance, General, Sophomore
Merrill Lynch May 2015 - Present
Duquesne University August 2012 - Present
Broadridge Financial Solutions April 2014 - December 2014
Rustic Kitchen May 2012 - December 2013
Skills
Interpersonal..., Information Technology, Stock Trading, Computer Proficiency, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Financial Accounting, Microsoft Office, Teamwork, Research, Customer Service, Statistical Data..., Financial Analysis, Public Speaking, Social Media, Outlook, Data Analysis, Social Networking, Finance, Data Entry
Education
Duquesne University 2012 — 2016
B.S. in Business Administration, Finance, General, Sophomore
Matthew Tarduogno Matthew Tarduogno's Merrill Lynch Experience June 2007 - August 2007
Job Special Advisor Advanced Research Projects Agency Energy (ARPAE)
Industry Government Administration
Experience
Advanced Research Projects Agency—Energy (ARPA-E) - U.S. Department of Energy July 2012 - Present
U.S. Department of Energy October 2010 - June 2012
U.S. Department of Energy May 2010 - October 2010
U.S. Department of Energy February 2010 - May 2010
New West Technologies, LLC October 2008 - February 2010
Merrill Lynch June 2007 - August 2007
Skills
Energy, Energy Efficiency, Policy Analysis, Renewable Energy, Program Management, Government, Energy Policy, Strategic Planning, Public Policy, Policy, Strategic Communications, Legislative Relations, Politics, Strategy, International Relations, Analysis, Technological Innovation, Congressional Affairs, Stakeholder Engagement
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Hobart and William Smith Colleges 2004 — 2008
Economics & International Relations
Princeton Day School 1991 — 2004
Advanced Research Projects Agency—Energy (ARPA-E) - U.S. Department of Energy July 2012 - Present
U.S. Department of Energy October 2010 - June 2012
U.S. Department of Energy May 2010 - October 2010
U.S. Department of Energy February 2010 - May 2010
New West Technologies, LLC October 2008 - February 2010
Merrill Lynch June 2007 - August 2007
Skills
Energy, Energy Efficiency, Policy Analysis, Renewable Energy, Program Management, Government, Energy Policy, Strategic Planning, Public Policy, Policy, Strategic Communications, Legislative Relations, Politics, Strategy, International Relations, Analysis, Technological Innovation, Congressional Affairs, Stakeholder Engagement
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Hobart and William Smith Colleges 2004 — 2008
Economics & International Relations
Princeton Day School 1991 — 2004
Jeff Schiller, MBA's Merrill Lynch Experience May 2006 - August 2006
Job Sr. Credit Analytics Analyst & Training Manager
Industry Financial Services
Experience
Bloomberg LP October 2010 - Present
Bloomberg LP July 2007 - Present
Merrill Lynch May 2006 - August 2006
Brunswick Corporation June 1998 - July 2006
Skills
Bloomberg, Fixed Income, Finance, Credit, Bloomberg Terminal, Financial Markets, Hedge Funds, Capital Markets, Securities, Financial Analysis, Bonds, Analysis, Financial Modeling, Equities, Valuation, Credit Analysis, Derivatives, Employee Training, Curriculum Development, Organizational..., Leadership Development, Training, Management
Education
Duke Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Management & Leadership
Rider University 2004 — 2007
BA, Finance
west windsor plainsboro HS 1997 — 2000
High School Diploma
Bloomberg LP October 2010 - Present
Bloomberg LP July 2007 - Present
Merrill Lynch May 2006 - August 2006
Brunswick Corporation June 1998 - July 2006
Skills
Bloomberg, Fixed Income, Finance, Credit, Bloomberg Terminal, Financial Markets, Hedge Funds, Capital Markets, Securities, Financial Analysis, Bonds, Analysis, Financial Modeling, Equities, Valuation, Credit Analysis, Derivatives, Employee Training, Curriculum Development, Organizational..., Leadership Development, Training, Management
Education
Duke Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Management & Leadership
Rider University 2004 — 2007
BA, Finance
west windsor plainsboro HS 1997 — 2000
High School Diploma
Matt Von Bargen Matt Von Bargen's Merrill Lynch Experience June 2009 - September 2009
Job MBA Candidate at Duke University
Industry Financial Services
Experience
EXPRESS August 2013 - May 2015
Abercrombie & Fitch July 2012 - August 2013
Abercrombie & Fitch February 2011 - July 2012
Merrill Lynch June 2009 - September 2009
Skills
Inventory Management, Financial Modeling, Demand Forecasting, Business Intelligence, New Store Planning, Process Improvement, DCF Valuation, Revenue Forecasting, International Project..., Oracle Business..., Demantra, Microsoft Excel, PowerPoint, Microstrategy, Financial Analysis, Finance, Forecasting, Analysis, Retail, Customer Service, Sales, Microsoft Office
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2010
Bachelor of Science, Business Administration; Finance
The Aquinas Institute of Rochester 2003 — 2007
High School
EXPRESS August 2013 - May 2015
Abercrombie & Fitch July 2012 - August 2013
Abercrombie & Fitch February 2011 - July 2012
Merrill Lynch June 2009 - September 2009
Skills
Inventory Management, Financial Modeling, Demand Forecasting, Business Intelligence, New Store Planning, Process Improvement, DCF Valuation, Revenue Forecasting, International Project..., Oracle Business..., Demantra, Microsoft Excel, PowerPoint, Microstrategy, Financial Analysis, Finance, Forecasting, Analysis, Retail, Customer Service, Sales, Microsoft Office
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2010
Bachelor of Science, Business Administration; Finance
The Aquinas Institute of Rochester 2003 — 2007
High School
John Leachman John Leachman's Merrill Lynch Experience March 2011 - August 2012
Job Consultant
Industry Management Consulting
Experience
Cofactor Group October 2014 - Present
Dolven Enterprises March 2014 - September 2014
Wells Fargo Advisors August 2012 - April 2014
Merrill Lynch March 2011 - August 2012
StreetStrider International July 2008 - February 2011
Skills
Investments, Credit, Asset Management, Risk Management, Sales, Retirement, Banking, 401k, Loans, Portfolio Management, Financial Advisory, Corporate Finance, Wealth Management, Credit Analysis, Asset Managment, Series 7, Strategic Financial..., Finance, Accounting, Financial Planning, Relationship Management
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Accounting, Finance, and Marketing Strategy
University of Kentucky 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Cofactor Group October 2014 - Present
Dolven Enterprises March 2014 - September 2014
Wells Fargo Advisors August 2012 - April 2014
Merrill Lynch March 2011 - August 2012
StreetStrider International July 2008 - February 2011
Skills
Investments, Credit, Asset Management, Risk Management, Sales, Retirement, Banking, 401k, Loans, Portfolio Management, Financial Advisory, Corporate Finance, Wealth Management, Credit Analysis, Asset Managment, Series 7, Strategic Financial..., Finance, Accounting, Financial Planning, Relationship Management
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Accounting, Finance, and Marketing Strategy
University of Kentucky 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Patricia Roberts's Merrill Lynch Experience October 2002 - September 2007
Job Education Savings Advocate
Industry Financial Services
Experience
AllianceBernstein September 2007 - Present
Merrill Lynch October 2002 - September 2007
Citigroup Asset Management June 1997 - October 2002
Travelers Group Inc. (predecessor to Citigroup Inc.) November 1994 - June 1997
Smith Barney Inc. June 1988 - October 1994
Skills
High-Level Relationship..., Product Management, Education Savings..., Advocacy, Public Speaking, Writing, Marketing Communications, Advertising, Negotiation, Corporate Law, Government Relations, Media Relations, Asset Management, Financial Services, Strategic Planning, Investment Advisers Act, Fundraising, Banking Law, FCPA, Political Contributions..., Section 16, Board Relations, M &A, Legal Compliance, Securities, Reiki, Mergers & Acquisitions
Education
Brooklyn Law School 1990 — 1994
Doctor of Law (J.D.)
Duquesne University
B.A., Philosophy and Political Science
NYU School of Professional Studies
AllianceBernstein September 2007 - Present
Merrill Lynch October 2002 - September 2007
Citigroup Asset Management June 1997 - October 2002
Travelers Group Inc. (predecessor to Citigroup Inc.) November 1994 - June 1997
Smith Barney Inc. June 1988 - October 1994
Skills
High-Level Relationship..., Product Management, Education Savings..., Advocacy, Public Speaking, Writing, Marketing Communications, Advertising, Negotiation, Corporate Law, Government Relations, Media Relations, Asset Management, Financial Services, Strategic Planning, Investment Advisers Act, Fundraising, Banking Law, FCPA, Political Contributions..., Section 16, Board Relations, M &A, Legal Compliance, Securities, Reiki, Mergers & Acquisitions
Education
Brooklyn Law School 1990 — 1994
Doctor of Law (J.D.)
Duquesne University
B.A., Philosophy and Political Science
NYU School of Professional Studies
Kristy McDaniel Leitzel Kristy McDaniel Leitzel's Merrill Lynch Experience February 2013 - April 2013
Job Display Advertising Analyst
Industry Marketing and Advertising
Experience
Merkle RKG June 2015 - Present
Disney Vacation Club® June 2014 - June 2015
Green Blizzard December 2013 - January 2014
Saint Augustine Weddings and Special Events February 2012 - May 2013
Merrill Lynch February 2013 - April 2013
Young Life December 2010 - April 2013
Flagler College Bookstore April 2011 - September 2012
Casa Monica Hotel May 2011 - June 2011
Skills
Event Planning, Leadership, Marketing, Microsoft Excel, Microsoft Office, Sports Coaching, Sales, Analysis, Non-profit Volunteer, Fundraising, PowerPoint, American Sign Language, Organization, Social Media Marketing, Facebook, Social Media
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Management Studies
Flagler College 2010 — 2013
Bachelor of Business Administration (B.B.A.)
Merkle RKG June 2015 - Present
Disney Vacation Club® June 2014 - June 2015
Green Blizzard December 2013 - January 2014
Saint Augustine Weddings and Special Events February 2012 - May 2013
Merrill Lynch February 2013 - April 2013
Young Life December 2010 - April 2013
Flagler College Bookstore April 2011 - September 2012
Casa Monica Hotel May 2011 - June 2011
Skills
Event Planning, Leadership, Marketing, Microsoft Excel, Microsoft Office, Sports Coaching, Sales, Analysis, Non-profit Volunteer, Fundraising, PowerPoint, American Sign Language, Organization, Social Media Marketing, Facebook, Social Media
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Management Studies
Flagler College 2010 — 2013
Bachelor of Business Administration (B.B.A.)
Peter A Levinson's Merrill Lynch Experience February 2008 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
UBS March 1998 - February 2008
Education
University of South Carolina School of Law 1977 — 1980
J.D., Law
Duke University 1973 — 1977
A.B., Management Science
Merrill Lynch February 2008 - Present
UBS March 1998 - February 2008
Education
University of South Carolina School of Law 1977 — 1980
J.D., Law
Duke University 1973 — 1977
A.B., Management Science
Scott Gellman Scott Gellman's Merrill Lynch Experience May 2000 - June 2003
Job COO / CFO at Kurtosys Systems
Industry Information Technology and Services
Experience
Kurtosys Systems 2014 - Present
Signpost 2013 - Present
MediaMorph 2013 - 2014
Signpost 2013 - 2013
Comverse 2012 - 2013
Zolfo Cooper 2008 - 2011
Sheridan Square Entertainment 2003 - 2005
Merrill Lynch May 2000 - June 2003
Skills
Strategic Planning, Budget Process, Cash Management, Spin-offs, Forecasting, Cash Flow Forecasting, Cross-functional Team..., Team Building, Financial Modeling, Start-ups, Accounting, Mergers & Acquisitions, Business Planning, SaaS, Strategy, Business Process..., Finance, Process Improvement, Leadership, Management, Corporate Finance, Financial Reporting
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts, Business Economics
Corona Del Mar Highschool
Kurtosys Systems 2014 - Present
Signpost 2013 - Present
MediaMorph 2013 - 2014
Signpost 2013 - 2013
Comverse 2012 - 2013
Zolfo Cooper 2008 - 2011
Sheridan Square Entertainment 2003 - 2005
Merrill Lynch May 2000 - June 2003
Skills
Strategic Planning, Budget Process, Cash Management, Spin-offs, Forecasting, Cash Flow Forecasting, Cross-functional Team..., Team Building, Financial Modeling, Start-ups, Accounting, Mergers & Acquisitions, Business Planning, SaaS, Strategy, Business Process..., Finance, Process Improvement, Leadership, Management, Corporate Finance, Financial Reporting
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts, Business Economics
Corona Del Mar Highschool
Brooks Doggett, CFA Brooks Doggett, CFA's Merrill Lynch Experience June 1997 - June 2005
Job Institutional Equity Sales at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2011 - Present
Deutsche Bank June 2005 - June 2011
Merrill Lynch June 1997 - June 2005
Skills
Management, Microsoft Excel, Microsoft Word, Sales, Leadership, Training, Equity Trading, Relationship Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance concentration
University of Vermont 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Economics
Goldman Sachs July 2011 - Present
Deutsche Bank June 2005 - June 2011
Merrill Lynch June 1997 - June 2005
Skills
Management, Microsoft Excel, Microsoft Word, Sales, Leadership, Training, Equity Trading, Relationship Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance concentration
University of Vermont 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Economics
Richard Axelrod Richard Axelrod's Merrill Lynch Experience 1998 - 2002
Job TV Celebrity; Director at International Fencing Association; Former Director Asset Management Goldman Sachs;
Industry Sports
Experience
International Fencing Association Advisor, Fencing Stunts & Sword FightingWarner Bros. Studios2013 - Present
Goldman Sachs 2006 - 2011
Disney ABC Television Group 2010 - 2010
ABC Television 2004 - 2005
Yale School of Public Health 2004 - 2004
Intercollegiate Fencing Association 2002 - 2003
FIE - International Fencing Federation 2002 - 2002
Merrill Lynch 1998 - 2002
Princeton University 1995 - 1998
Skills
Television, Public Speaking, Sports, Research, Strategic Planning, Coaching, Leadership, Management, Teaching
Education
Duke University - The Fuqua School of Business
Executive Education, Sports Management for Senior Executives
Harvard University
Bachelor's degree, Government
UCLA Anderson School of Management
Master of Business Administration (MBA)
International Fencing Association Advisor, Fencing Stunts & Sword FightingWarner Bros. Studios2013 - Present
Goldman Sachs 2006 - 2011
Disney ABC Television Group 2010 - 2010
ABC Television 2004 - 2005
Yale School of Public Health 2004 - 2004
Intercollegiate Fencing Association 2002 - 2003
FIE - International Fencing Federation 2002 - 2002
Merrill Lynch 1998 - 2002
Princeton University 1995 - 1998
Skills
Television, Public Speaking, Sports, Research, Strategic Planning, Coaching, Leadership, Management, Teaching
Education
Duke University - The Fuqua School of Business
Executive Education, Sports Management for Senior Executives
Harvard University
Bachelor's degree, Government
UCLA Anderson School of Management
Master of Business Administration (MBA)
Guilaine C. Jean-Pierre Guilaine C. Jean-Pierre's Merrill Lynch Experience May 1994 - August 1994
Job Proven Community Portfolio Director | Helping Companies Translate Their Business Goals and Ideas to Operational Reality
Industry Marketing and Advertising
Experience
engageSimply June 2013 - Present
Morgan Stanley Wealth Management August 1997 - February 2013
P. Schoenfled Asset Management 1996 - 1997
J.P. Morgan 1995 - 1996
Merrill Lynch May 1994 - August 1994
New York Cares 1992 - 1993
Teach For America 1990 - 1992
Skills
Investments, Public Speaking, Strategic Planning, Customer Service, Financial Analysis, Business Strategy, Capital Markets, Leadership, Entrepreneurship, Social Media, Start-ups, Business Planning, Business Development, Strategy, Management Consulting, Marketing Strategy, Management, CRM, Marketing
Education
Fuqua School of Business, Duke University
Master of Business Administration (M.B.A.)
Williams College
Bachelor of Arts (BA)
engageSimply June 2013 - Present
Morgan Stanley Wealth Management August 1997 - February 2013
P. Schoenfled Asset Management 1996 - 1997
J.P. Morgan 1995 - 1996
Merrill Lynch May 1994 - August 1994
New York Cares 1992 - 1993
Teach For America 1990 - 1992
Skills
Investments, Public Speaking, Strategic Planning, Customer Service, Financial Analysis, Business Strategy, Capital Markets, Leadership, Entrepreneurship, Social Media, Start-ups, Business Planning, Business Development, Strategy, Management Consulting, Marketing Strategy, Management, CRM, Marketing
Education
Fuqua School of Business, Duke University
Master of Business Administration (M.B.A.)
Williams College
Bachelor of Arts (BA)
Carla Sanchez Carla Sanchez's Merrill Lynch Experience June 2007 - September 2007
Job Mobility Solution Specialist
Industry Information Technology and Services
Experience
Microsoft July 2014 - Present
Fuqua School of Business June 2011 - May 2013
Microsoft June 2012 - August 2012
Sears Holdings Corporation January 2010 - June 2011
Sears Holdings Corporation July 2008 - January 2010
Merrill Lynch June 2007 - September 2007
Skills
Strategy, Market Analysis, Analysis, Strategic Planning, Marketing, E-commerce, Leadership, Digital Marketing, Competitive Analysis, Management, Social Media, Product Development, Analytics, Web Analytics, Financial Modeling, Sales, Program Management, Data Analysis, Market Research, Marketing Communications, Public Relations, Training, Cross-functional Team...
Education
Fuqua School of Business, Duke University 2011 — 2013
Master of Business Administration (MBA), Strategy and Marketing
University of Notre Dame - Mendoza College of Business 2004 — 2008
BA, Management Consulting, Latin American Studies
American Cooperative School 1993 — 2004
High School
Microsoft July 2014 - Present
Fuqua School of Business June 2011 - May 2013
Microsoft June 2012 - August 2012
Sears Holdings Corporation January 2010 - June 2011
Sears Holdings Corporation July 2008 - January 2010
Merrill Lynch June 2007 - September 2007
Skills
Strategy, Market Analysis, Analysis, Strategic Planning, Marketing, E-commerce, Leadership, Digital Marketing, Competitive Analysis, Management, Social Media, Product Development, Analytics, Web Analytics, Financial Modeling, Sales, Program Management, Data Analysis, Market Research, Marketing Communications, Public Relations, Training, Cross-functional Team...
Education
Fuqua School of Business, Duke University 2011 — 2013
Master of Business Administration (MBA), Strategy and Marketing
University of Notre Dame - Mendoza College of Business 2004 — 2008
BA, Management Consulting, Latin American Studies
American Cooperative School 1993 — 2004
High School
Robert Drum Jr. Robert Drum Jr.'s Merrill Lynch Experience July 2010 - June 2011
Job Trader at Bright Trading
Industry Investment Management
Experience
Bright Trading May 2011 - Present
Merrill Lynch July 2010 - June 2011
Brandt & Co. January 2010 - May 2010
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Economics, Series 7, Equities, Strategic Planning, Investments, Securities, New Business Development, Fixed Income, Microsoft Excel, Statistical Arbitrage
Education
Duke University 2006 — 2010
Bachelor of Arts, Philosophy
Bright Trading May 2011 - Present
Merrill Lynch July 2010 - June 2011
Brandt & Co. January 2010 - May 2010
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Economics, Series 7, Equities, Strategic Planning, Investments, Securities, New Business Development, Fixed Income, Microsoft Excel, Statistical Arbitrage
Education
Duke University 2006 — 2010
Bachelor of Arts, Philosophy
Constantine Elefter's Merrill Lynch Experience June 2006 - August 2006
Job Private Equity Senior Associate at Norwest Equity Partners
Industry Venture Capital & Private Equity
Experience
Norwest Equity Partners August 2015 - Present
CapitalWorks May 2014 - August 2014
Morgenthaler Private Equity January 2012 - July 2013
Morgenthaler Private Equity January 2010 - December 2011
Wachovia Securities June 2007 - July 2009
Merrill Lynch June 2006 - August 2006
Skills
Mergers & Acquisitions, Capital Markets, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Venture Capital, LBO, Valuation, Due Diligence, Investments, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Fuqua Scholar
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science in Business Administration (BSBA) with Honors, Finance
Norwest Equity Partners August 2015 - Present
CapitalWorks May 2014 - August 2014
Morgenthaler Private Equity January 2012 - July 2013
Morgenthaler Private Equity January 2010 - December 2011
Wachovia Securities June 2007 - July 2009
Merrill Lynch June 2006 - August 2006
Skills
Mergers & Acquisitions, Capital Markets, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Venture Capital, LBO, Valuation, Due Diligence, Investments, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Fuqua Scholar
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science in Business Administration (BSBA) with Honors, Finance
William S DiMenna William S DiMenna's Merrill Lynch Experience April 1990 - May 1992
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial August 1992 - Present
Merrill Lynch April 1990 - May 1992
Morgan Stanley Investment Management / previously Dean Witter September 1984 - April 1990
Skills
Wealth Management, Securities, Investment Advisory, Retirement Planning, Retirement, Financial Advisory, Investment Strategies
Education
Duke University 1978 — 1980
Post doctorate, Organic Chemistry
University of North Carolina at Chapel Hill 1975 — 1978
Doctor of Philosophy (PhD), Medicinal chemistry
Hobart and William Smith Colleges 1970 — 1974
Bachelor's degree, Chemistry
LPL Financial August 1992 - Present
Merrill Lynch April 1990 - May 1992
Morgan Stanley Investment Management / previously Dean Witter September 1984 - April 1990
Skills
Wealth Management, Securities, Investment Advisory, Retirement Planning, Retirement, Financial Advisory, Investment Strategies
Education
Duke University 1978 — 1980
Post doctorate, Organic Chemistry
University of North Carolina at Chapel Hill 1975 — 1978
Doctor of Philosophy (PhD), Medicinal chemistry
Hobart and William Smith Colleges 1970 — 1974
Bachelor's degree, Chemistry
Michael A. Ortega's Merrill Lynch Experience May 2006 - June 2006
Job DNB Bank, Assistant Vice President Healthcare
Industry Financial Services
Experience
DNB June 2015 - Present
Standard & Poor's January 2015 - May 2015
Standard & Poor's July 2011 - December 2014
Standard & Poor's July 2010 - June 2011
Edward Jones August 2008 - December 2008
UBS June 2007 - August 2007
UBS July 2006 - August 2006
Merrill Lynch May 2006 - June 2006
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Securities, Investments, Risk Management, Credit Analysis, Analysis, Credit, Asset Allocation, Finance, Equities, Fixed Income, Microsoft Office
Education
Duquesne University 2004 — 2008
Bachelor of Science, Business Administration; Finance and Investment Management
Investment Banking Institute 2010 — 2010
Colegio Rosa-Bell 2000 — 2004
DNB June 2015 - Present
Standard & Poor's January 2015 - May 2015
Standard & Poor's July 2011 - December 2014
Standard & Poor's July 2010 - June 2011
Edward Jones August 2008 - December 2008
UBS June 2007 - August 2007
UBS July 2006 - August 2006
Merrill Lynch May 2006 - June 2006
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Securities, Investments, Risk Management, Credit Analysis, Analysis, Credit, Asset Allocation, Finance, Equities, Fixed Income, Microsoft Office
Education
Duquesne University 2004 — 2008
Bachelor of Science, Business Administration; Finance and Investment Management
Investment Banking Institute 2010 — 2010
Colegio Rosa-Bell 2000 — 2004
Brian T. Davis Brian T. Davis's Merrill Lynch Experience 2012 - 2015
Job Equity Research Associate at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group July 2015 - Present
Merrill Lynch 2012 - 2015
Wells Fargo Securities 2010 - 2012
MKM Partners May 2008 - August 2008
Davis Capital Management 2004 - 2007
Skills
Equity Valuation, Research, Telecommunications, Financial Modeling, Equity Research, Financial Analysis, Banking, Investments, Portfolio Management, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
SDA Bocconi 2009 — 2009
MBA, Finance
Vanderbilt University
BA, Psychology/Business Admin
Telsey Advisory Group July 2015 - Present
Merrill Lynch 2012 - 2015
Wells Fargo Securities 2010 - 2012
MKM Partners May 2008 - August 2008
Davis Capital Management 2004 - 2007
Skills
Equity Valuation, Research, Telecommunications, Financial Modeling, Equity Research, Financial Analysis, Banking, Investments, Portfolio Management, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
SDA Bocconi 2009 — 2009
MBA, Finance
Vanderbilt University
BA, Psychology/Business Admin
Tina Ashcraft Tina Ashcraft's Merrill Lynch Experience 2001 - 2003
Job Senior Corporate Counsel at NVIDIA Corporation
Industry Law Practice
Experience
NVIDIA Corporation May 2012 - Present
Cooley LLP September 2007 - April 2012
US Securities and Exchange Commission May 2005 - July 2005
Merrill Lynch 2001 - 2003
Education
Duke University 2004 — 2007
Master of Arts (M.A.), Psychology
Duke University School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Stanford University 1997 — 2001
Bachelor of Arts (B.A.), Economics and Psychology
NVIDIA Corporation May 2012 - Present
Cooley LLP September 2007 - April 2012
US Securities and Exchange Commission May 2005 - July 2005
Merrill Lynch 2001 - 2003
Education
Duke University 2004 — 2007
Master of Arts (M.A.), Psychology
Duke University School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Stanford University 1997 — 2001
Bachelor of Arts (B.A.), Economics and Psychology
Jessica Harris Jessica Harris's Merrill Lynch Experience 2005 - 2005
Job Sr Manager, Marketing Strategy at American Express
Industry Marketing and Advertising
Experience
American Express June 2014 - Present
ZS Associates 2012 - 2014
ZS Associates 2011 - 2011
AIG Private Client Group 2009 - 2010
AIG Private Client Group 2008 - 2009
AIG Private Client Group 2006 - 2008
AIG July 2005 - June 2006
Merrill Lynch 2005 - 2005
Petco 2004 - 2004
Skills
Underwriting, Enterprise Collaboration, Insurance, Brokers, Analysis, New Business Development, Marketing, Property & Casualty..., Market Research, Management Consulting, Financial Services, Project Management, Analytics, Team Management, Strategic Planning, Business Planning, Financial Modeling, Strategy, Customer Oriented, Customer Retention, Team Building, Relationship Management, Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Strategy & Marketing
Point Loma Nazarene University 2002 — 2005
Bachelor of Arts (BA), Business Administration
Christian High 1999 — 2002
American Express June 2014 - Present
ZS Associates 2012 - 2014
ZS Associates 2011 - 2011
AIG Private Client Group 2009 - 2010
AIG Private Client Group 2008 - 2009
AIG Private Client Group 2006 - 2008
AIG July 2005 - June 2006
Merrill Lynch 2005 - 2005
Petco 2004 - 2004
Skills
Underwriting, Enterprise Collaboration, Insurance, Brokers, Analysis, New Business Development, Marketing, Property & Casualty..., Market Research, Management Consulting, Financial Services, Project Management, Analytics, Team Management, Strategic Planning, Business Planning, Financial Modeling, Strategy, Customer Oriented, Customer Retention, Team Building, Relationship Management, Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Strategy & Marketing
Point Loma Nazarene University 2002 — 2005
Bachelor of Arts (BA), Business Administration
Christian High 1999 — 2002
Jimmy Kil Lak Choi Jimmy Kil Lak Choi's Merrill Lynch Experience October 2012 - December 2012
Job International Business Operations Associate at Indeed.com
Industry Internet
Experience
Indeed.com August 2014 - Present
Merrill Lynch October 2012 - December 2012
F&M Student Managed Investment Portfolio August 2012 - December 2012
Mercedes-Benz China June 2012 - August 2012
Wood US Army Clinic January 2009 - November 2010
Samsung Economics Research Institute August 2008 - September 2008
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Market Research, Financial Modeling, Marketing, Critical Thinking, Collaborative Problem..., Event Planning, Data Analysis
Education
Duke Fuqua School of Business 2013 — 2014
Masters of Management Studies
Franklin & Marshall College 2006 — 2013
B.A, Business Organization and Society
International School of Beijing 2004 — 2006
Indeed.com August 2014 - Present
Merrill Lynch October 2012 - December 2012
F&M Student Managed Investment Portfolio August 2012 - December 2012
Mercedes-Benz China June 2012 - August 2012
Wood US Army Clinic January 2009 - November 2010
Samsung Economics Research Institute August 2008 - September 2008
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Market Research, Financial Modeling, Marketing, Critical Thinking, Collaborative Problem..., Event Planning, Data Analysis
Education
Duke Fuqua School of Business 2013 — 2014
Masters of Management Studies
Franklin & Marshall College 2006 — 2013
B.A, Business Organization and Society
International School of Beijing 2004 — 2006
Ravid Hazi Ravid Hazi's Merrill Lynch Experience August 2010 - November 2010
Job Compliance Officer at Leumi Investment Services Inc.
Industry Banking
Experience
Bank Leumi USA March 2014 - Present
The Club of Riverdale September 2012 - Present
Durham University September 2011 - June 2012
John McEnroe Tennis Academy June 2011 - September 2011
Merrill Lynch August 2010 - November 2010
Gilad Bloom Tennis Enterprise Corp. May 2008 - August 2009
Skills
Accounting, Teamwork, Training, Time Management, Budgets, Customer Service, Forecasting, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, Strategy, Leadership, Coaching, Finance, Financial Analysis, Econometrics, Statistics, Financial Modeling, Critical Thinking, Corporate Finance, Corporate Financial..., Bloomberg Terminal, Access
Education
University of Durham 2011 — 2012
MSc, Merit Honors, Accounting and Finance
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Cum Laude Honors, Finance; Accounting, 3.5 GPA
Bank Leumi USA March 2014 - Present
The Club of Riverdale September 2012 - Present
Durham University September 2011 - June 2012
John McEnroe Tennis Academy June 2011 - September 2011
Merrill Lynch August 2010 - November 2010
Gilad Bloom Tennis Enterprise Corp. May 2008 - August 2009
Skills
Accounting, Teamwork, Training, Time Management, Budgets, Customer Service, Forecasting, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, Strategy, Leadership, Coaching, Finance, Financial Analysis, Econometrics, Statistics, Financial Modeling, Critical Thinking, Corporate Finance, Corporate Financial..., Bloomberg Terminal, Access
Education
University of Durham 2011 — 2012
MSc, Merit Honors, Accounting and Finance
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Cum Laude Honors, Finance; Accounting, 3.5 GPA
Kinita Copeland Kinita Copeland's Merrill Lynch Experience August 2006 - July 2010
Job
Industry Capital Markets
Experience
Morgan Stanley May 2013 - Present
PricewaterhouseCoopers May 2010 - April 2013
Morgan Stanley 2010 - 2012
Bank Midwest 2011 - 2011
Bank Midwest 2011 - 2011
Merrill Lynch August 2006 - July 2010
Freddie Mac 2003 - 2004
Accenture 1998 - 2004
Skills
Fixed Income, Portfolio Management, Capital Markets, Management Consulting, Trading, Analytics, Management, Entrepreneurship, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Equities
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
Georgia Institute of Technology 1996 — 1998
Bachelor of Science (BS)
Spelman College 1993 — 1997
Bachelor of Science (BS)
Morehouse College
Morgan Stanley May 2013 - Present
PricewaterhouseCoopers May 2010 - April 2013
Morgan Stanley 2010 - 2012
Bank Midwest 2011 - 2011
Bank Midwest 2011 - 2011
Merrill Lynch August 2006 - July 2010
Freddie Mac 2003 - 2004
Accenture 1998 - 2004
Skills
Fixed Income, Portfolio Management, Capital Markets, Management Consulting, Trading, Analytics, Management, Entrepreneurship, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Equities
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
Georgia Institute of Technology 1996 — 1998
Bachelor of Science (BS)
Spelman College 1993 — 1997
Bachelor of Science (BS)
Morehouse College
Todd Jarvis Todd Jarvis's Merrill Lynch Experience June 1993 - August 1993
Job Vice President, Global Business Development at NOMi
Industry Computer Software
Experience
Nomi 2011 - Present
Brickstream Corporation 2011 - Present
ORTEC 2010 - 2011
UPS Logistics Technologies 2002 - 2010
Clarus Corporation 1999 - 2002
InterContinental Hotels Group 1998 - 1999
SunTrust Robinson Humphrey 1996 - 1998
Andersen Consulting June 1994 - August 1996
Merrill Lynch June 1993 - August 1993
Deloitte Consulting May 1990 - August 1992
Skills
International Business..., Direct Sales, Enterprise Software, Solution Selling, Sales Management, New Business Development, Account Management, Business Alliances, Business Development, Business Strategy, Strategic Partnerships, Sales, Management, SaaS, Partner Management, Sales Operations, International Sales, Process Improvement, Strategic Planning, Channel Sales, Professional Services, CRM, Logistics, Start-ups, Channel Partners, Team Building, Contract Negotiation
Education
Duke University - The Fuqua School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1990
Bachelor of Science with Distinction, Business Administration
Nomi 2011 - Present
Brickstream Corporation 2011 - Present
ORTEC 2010 - 2011
UPS Logistics Technologies 2002 - 2010
Clarus Corporation 1999 - 2002
InterContinental Hotels Group 1998 - 1999
SunTrust Robinson Humphrey 1996 - 1998
Andersen Consulting June 1994 - August 1996
Merrill Lynch June 1993 - August 1993
Deloitte Consulting May 1990 - August 1992
Skills
International Business..., Direct Sales, Enterprise Software, Solution Selling, Sales Management, New Business Development, Account Management, Business Alliances, Business Development, Business Strategy, Strategic Partnerships, Sales, Management, SaaS, Partner Management, Sales Operations, International Sales, Process Improvement, Strategic Planning, Channel Sales, Professional Services, CRM, Logistics, Start-ups, Channel Partners, Team Building, Contract Negotiation
Education
Duke University - The Fuqua School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1990
Bachelor of Science with Distinction, Business Administration
Ben Halliburton's Merrill Lynch Experience 1986 - 1988
Job CEO and CIO Tradition Capital Management
Industry Investment Management
Experience
Tradition Capital Management, LLC. 2000 - Present
Brundage, Story and Rose 1989 - 1999
Merrill Lynch 1986 - 1988
Skills
Asset Management, Equities, Portfolio Management, Fixed Income, Investments
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Vanderbilt University 1981 — 1985
Bachelor of Science (BS), Math and Psychology
The McCallie School 1974 — 1981
High School
Tradition Capital Management, LLC. 2000 - Present
Brundage, Story and Rose 1989 - 1999
Merrill Lynch 1986 - 1988
Skills
Asset Management, Equities, Portfolio Management, Fixed Income, Investments
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Vanderbilt University 1981 — 1985
Bachelor of Science (BS), Math and Psychology
The McCallie School 1974 — 1981
High School
Scarlett Harrod's Merrill Lynch Experience July 2007 - September 2008
Job Strategic global business development to serve customers and drive growth
Industry Oil & Energy
Experience
ABB August 2015 - Present
Thomas & Betts, a member of the ABB Group February 2015 - August 2015
ABB July 2014 - January 2015
ABB July 2013 - July 2014
EDF Trading June 2012 - August 2012
Hilliard Lyons September 2008 - July 2011
Merrill Lynch July 2007 - September 2008
Sovereign Consulting Inc February 2006 - May 2007
Skills
Series 7, Microsoft Office, Series 66, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Research, Project Management, Management, Finance, Market Research, Business Development, Strategy, Analysis, Cross-functional Team..., Business Strategy, Strategic Planning, Leadership, Competitive Analysis, Program Management
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration, Energy and Environment
Georgetown University 2002 — 2005
Bachelor of Science in Foreign Service, Science, Technology, and International Affairs (STIA)
ABB August 2015 - Present
Thomas & Betts, a member of the ABB Group February 2015 - August 2015
ABB July 2014 - January 2015
ABB July 2013 - July 2014
EDF Trading June 2012 - August 2012
Hilliard Lyons September 2008 - July 2011
Merrill Lynch July 2007 - September 2008
Sovereign Consulting Inc February 2006 - May 2007
Skills
Series 7, Microsoft Office, Series 66, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Research, Project Management, Management, Finance, Market Research, Business Development, Strategy, Analysis, Cross-functional Team..., Business Strategy, Strategic Planning, Leadership, Competitive Analysis, Program Management
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration, Energy and Environment
Georgetown University 2002 — 2005
Bachelor of Science in Foreign Service, Science, Technology, and International Affairs (STIA)
Carlos A Rodriguez's Merrill Lynch Experience June 2006 - March 2009
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS March 2009 - Present
Merrill Lynch June 2006 - March 2009
UBS Wealth Management August 2004 - June 2006
PaineWebber March 2002 - August 2004
Bank of America November 1998 - March 2002
Army National Guard January 1996 - January 2002
Skills
Risk Management, Portfolio Management, Asset Management, Equities, Finance, Financial Analysis, Asset Allocation, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Durham University 2014 — 2016
Executive MBA program
UNLV 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
UBS March 2009 - Present
Merrill Lynch June 2006 - March 2009
UBS Wealth Management August 2004 - June 2006
PaineWebber March 2002 - August 2004
Bank of America November 1998 - March 2002
Army National Guard January 1996 - January 2002
Skills
Risk Management, Portfolio Management, Asset Management, Equities, Finance, Financial Analysis, Asset Allocation, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Durham University 2014 — 2016
Executive MBA program
UNLV 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Brenda Hessney Brenda Hessney's Merrill Lynch Experience October 2005 - March 2008
Job Senior Financial and Marketing Executive
Industry Financial Services
Experience
US Department of the Treasury April 2010 - Present
Hessney Consulting November 2009 - Present
Choice Asset Management April 2009 - November 2010
iJango Network August 2009 - November 2009
Merrill Lynch October 2005 - March 2008
Harcourt 2004 - 2004
The Ad Ranch and The Frenzy Group January 2000 - January 2003
New York Times, LA Times, Austin American-Statesman January 1999 - June 2001
Duke University and Duke University Medical Center June 1982 - August 1989
Skills
Marketing Communications, Start-ups, Marketing, Product Marketing, SEO, Entrepreneurship, Leadership, Advertising, Social Media Marketing, Editing, Copywriting, Lead Generation, Social Media, Multi-channel Marketing, B2B Marketing, Marketing Management, Direct Marketing, E-commerce, Web Content, Contract Management, Cross-functional Team..., Financial Management..., Account Management, Contract Negotiation, Union Relations, Budget Management
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Marketing Concentration
Syracuse University
B.S., Newspaper Journalism
US Department of the Treasury April 2010 - Present
Hessney Consulting November 2009 - Present
Choice Asset Management April 2009 - November 2010
iJango Network August 2009 - November 2009
Merrill Lynch October 2005 - March 2008
Harcourt 2004 - 2004
The Ad Ranch and The Frenzy Group January 2000 - January 2003
New York Times, LA Times, Austin American-Statesman January 1999 - June 2001
Duke University and Duke University Medical Center June 1982 - August 1989
Skills
Marketing Communications, Start-ups, Marketing, Product Marketing, SEO, Entrepreneurship, Leadership, Advertising, Social Media Marketing, Editing, Copywriting, Lead Generation, Social Media, Multi-channel Marketing, B2B Marketing, Marketing Management, Direct Marketing, E-commerce, Web Content, Contract Management, Cross-functional Team..., Financial Management..., Account Management, Contract Negotiation, Union Relations, Budget Management
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Marketing Concentration
Syracuse University
B.S., Newspaper Journalism
Todd Ohlandt's Merrill Lynch Experience July 2000 - March 2003
Job Senior Vice President at Honour, Inc.
Industry Management Consulting
Experience
Honour, Inc. June 2015 - Present
Children's Healthcare of Atlanta April 2012 - May 2015
McMaster-Carr June 2008 - February 2012
Bear Stearns March 2003 - April 2006
Merrill Lynch July 2000 - March 2003
Skills
Strategy, Process Improvement, Strategic Planning, Leadership, Budgets, Leadership Development, Analysis, CRM, Problem Solving, Data Analysis, Business Strategy, Operations Management, Risk Management, Project Planning, Financial Modeling, • Leadership..., Forecasting, Healthcare, Revenue Cycle, Practice Management, Healthcare Management, Physician Relations, • Forecasting and..., • Risk Mitigation and..., • Process Design and..., • Metric/KPI..., • Project Planning and..., • Strategic Problem..., • Customer Relationship..., • Cross-Functional Team..., Hospitals
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Wake Forest University 1996 — 2000
BA
UNSW Australia 1998 — 1998
Honour, Inc. June 2015 - Present
Children's Healthcare of Atlanta April 2012 - May 2015
McMaster-Carr June 2008 - February 2012
Bear Stearns March 2003 - April 2006
Merrill Lynch July 2000 - March 2003
Skills
Strategy, Process Improvement, Strategic Planning, Leadership, Budgets, Leadership Development, Analysis, CRM, Problem Solving, Data Analysis, Business Strategy, Operations Management, Risk Management, Project Planning, Financial Modeling, • Leadership..., Forecasting, Healthcare, Revenue Cycle, Practice Management, Healthcare Management, Physician Relations, • Forecasting and..., • Risk Mitigation and..., • Process Design and..., • Metric/KPI..., • Project Planning and..., • Strategic Problem..., • Customer Relationship..., • Cross-Functional Team..., Hospitals
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Wake Forest University 1996 — 2000
BA
UNSW Australia 1998 — 1998
Philip Nisbet's Merrill Lynch Experience 1997 - 2002
Job Member at Tribeca Angels
Industry Banking
Experience
Tribeca Angels December 2014 - Present
World Insurance Associates, LLC December 2011 - Present
Jersey Mike's Subs March 2014 - Present
Colonial American Bank April 2011 - July 2015
Colonial American Bank July 2010 - March 2011
Barclays Capital 2005 - 2010
Citigroup 2002 - 2005
Merrill Lynch 1997 - 2002
Citicorp 1990 - 1997
Skills
Structured Finance, Commercial Lending, Derivatives, Credit, Strategy, Banking, Loans, Investments, Commercial Banking, Portfolio Management, Capital Markets, Investment Banking, Financial Analysis, Asset Managment, Credit Derivatives, Asset Management, Loan Origination, Asset Based Lending, Valuation, Financial Institutions, Finance, Funding, Due Diligence, Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Georgetown University 1984 — 1988
BSBA, Finance
Tribeca Angels December 2014 - Present
World Insurance Associates, LLC December 2011 - Present
Jersey Mike's Subs March 2014 - Present
Colonial American Bank April 2011 - July 2015
Colonial American Bank July 2010 - March 2011
Barclays Capital 2005 - 2010
Citigroup 2002 - 2005
Merrill Lynch 1997 - 2002
Citicorp 1990 - 1997
Skills
Structured Finance, Commercial Lending, Derivatives, Credit, Strategy, Banking, Loans, Investments, Commercial Banking, Portfolio Management, Capital Markets, Investment Banking, Financial Analysis, Asset Managment, Credit Derivatives, Asset Management, Loan Origination, Asset Based Lending, Valuation, Financial Institutions, Finance, Funding, Due Diligence, Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Georgetown University 1984 — 1988
BSBA, Finance
Peter Siwinski Peter Siwinski's Merrill Lynch Experience August 1998 - February 2000
Job Managing Partner at Cumulus Venture Partners LLC
Industry Venture Capital & Private Equity
Experience
Cumulus Venture Partners LLC August 2012 - Present
Sea Street Technologies August 2012 - Present
Cowen and Company March 2004 - July 2012
Thomas Weisel Partners March 2000 - February 2004
Merrill Lynch August 1998 - February 2000
Skills
Capital Raising, Fundraising, Mergers & Acquisitions, Capital Markets, Start-ups, Cloud Computing, Communications..., Venture Capital
Education
Duke University 1994 — 1998
JD/MBA
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.)
Cumulus Venture Partners LLC August 2012 - Present
Sea Street Technologies August 2012 - Present
Cowen and Company March 2004 - July 2012
Thomas Weisel Partners March 2000 - February 2004
Merrill Lynch August 1998 - February 2000
Skills
Capital Raising, Fundraising, Mergers & Acquisitions, Capital Markets, Start-ups, Cloud Computing, Communications..., Venture Capital
Education
Duke University 1994 — 1998
JD/MBA
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.)
Jennifer M. Wilson, CPA's Merrill Lynch Experience April 2006 - June 2009
Job
Industry Banking
Experience
Bank of America Merrill Lynch February 2011 - December 2011
Bank of America September 2010 - January 2011
Bank of America July 2009 - August 2010
Merrill Lynch April 2006 - June 2009
Merrill Lynch September 2002 - March 2006
Deloitte & Touche January 1994 - July 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1990 — 1993
BA
Bank of America Merrill Lynch February 2011 - December 2011
Bank of America September 2010 - January 2011
Bank of America July 2009 - August 2010
Merrill Lynch April 2006 - June 2009
Merrill Lynch September 2002 - March 2006
Deloitte & Touche January 1994 - July 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1990 — 1993
BA
Elizabeth Cassidy's Merrill Lynch Experience September 2004 - October 2009
Job
Industry Financial Services
Experience
Driehaus Capital Management November 2009 - Present
Merrill Lynch September 2004 - October 2009
Credit Suisse 1999 - 2002
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Alternative Investments, Valuation, Securities, Capital Markets, Investments, Trading, Financial Modeling, Investment Banking, Quantitative Analytics, Private Equity, Equity Research, Portfolio Management, Asset Management, Bonds
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Middlebury College 1995 — 1999
BA
Driehaus Capital Management November 2009 - Present
Merrill Lynch September 2004 - October 2009
Credit Suisse 1999 - 2002
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Alternative Investments, Valuation, Securities, Capital Markets, Investments, Trading, Financial Modeling, Investment Banking, Quantitative Analytics, Private Equity, Equity Research, Portfolio Management, Asset Management, Bonds
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Middlebury College 1995 — 1999
BA
Cara Marcantonio's Merrill Lynch Experience June 2003 - August 2003
Job Sr. Investment Associate at Altius Associates
Industry Venture Capital & Private Equity
Experience
Altius Associates February 2015 - Present
McKesson September 2013 - December 2014
Wells Fargo Securities 2010 - 2013
GE Commercial Finance 2006 - 2008
GE Commercial Finance 2004 - 2006
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Leveraged Finance, Financial Structuring, Portfolio Management, Investments, Mergers & Acquisitions, Due Diligence, Investment Banking, Private Equity
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Texas A&M University - Mays Business School 1999 — 2003
BBA
Abilene High School 1995 — 1999
Altius Associates February 2015 - Present
McKesson September 2013 - December 2014
Wells Fargo Securities 2010 - 2013
GE Commercial Finance 2006 - 2008
GE Commercial Finance 2004 - 2006
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Leveraged Finance, Financial Structuring, Portfolio Management, Investments, Mergers & Acquisitions, Due Diligence, Investment Banking, Private Equity
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Texas A&M University - Mays Business School 1999 — 2003
BBA
Abilene High School 1995 — 1999
Raymond Chung, CFA's Merrill Lynch Experience September 2000 - November 2001
Job Long/Short Equity Portfolio Manager
Industry Investment Management
Experience
Emerald Waves Investments, LLC July 2010 - Present
The Biondo Group July 2007 - January 2009
Federated Investors July 2006 - April 2007
Sands Capital Management June 2005 - August 2005
Merrill Lynch September 2000 - November 2001
First Union Securities June 1998 - August 2000
Skills
Valuation, Equity Research, Equities, Investments, Portfolio Management, Equity Valuation, Hedge Funds, Alternative Investments, Asset Managment, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management, Financial Markets, Retirement Planning, Investment Research, Fundamental Analysis, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Duke University 1994 — 1998
AB
Emerald Waves Investments, LLC July 2010 - Present
The Biondo Group July 2007 - January 2009
Federated Investors July 2006 - April 2007
Sands Capital Management June 2005 - August 2005
Merrill Lynch September 2000 - November 2001
First Union Securities June 1998 - August 2000
Skills
Valuation, Equity Research, Equities, Investments, Portfolio Management, Equity Valuation, Hedge Funds, Alternative Investments, Asset Managment, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management, Financial Markets, Retirement Planning, Investment Research, Fundamental Analysis, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Duke University 1994 — 1998
AB
Joe Beaudoin CFA CFP's Merrill Lynch Experience May 2005 - Present
Job
Industry Financial Services
Experience
Merrill Lynch May 2005 - Present
Skills
Financial Planning, Investments, Asset Management, Strategic Financial..., Retirement Planning, Asset Managment, Series 7, Management, Financial Advisory, Wealth, Investment Advisory, Estate Planning, Portfolio Management, Wealth Management, Finance, Retirement, Asset Allocation, Investment Management, Securities, Mutual Funds, Financial Analysis, Strategic Planning, Leadership, Financial Services, Investment Strategies, Equities
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
East Tennessee State University 1997 — 2001
BBA, Finance
Riverside High School 1993 — 1997
High School
Merrill Lynch May 2005 - Present
Skills
Financial Planning, Investments, Asset Management, Strategic Financial..., Retirement Planning, Asset Managment, Series 7, Management, Financial Advisory, Wealth, Investment Advisory, Estate Planning, Portfolio Management, Wealth Management, Finance, Retirement, Asset Allocation, Investment Management, Securities, Mutual Funds, Financial Analysis, Strategic Planning, Leadership, Financial Services, Investment Strategies, Equities
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
East Tennessee State University 1997 — 2001
BBA, Finance
Riverside High School 1993 — 1997
High School
Ian Roskovich's Merrill Lynch Experience January 2000 - August 2003
Job Director of Finance/Business Development, Kendo at Sephora
Industry Retail
Experience
Kendo/Sephora May 2012 - Present
Victoria's Secret June 2007 - March 2012
Unilever June 2006 - August 2006
Sage Software November 2003 - July 2005
Merrill Lynch January 2000 - August 2003
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
State University of New York College at Plattsburgh 1996 — 2000
Bachelor of Science (BS), Marketing
Kendo/Sephora May 2012 - Present
Victoria's Secret June 2007 - March 2012
Unilever June 2006 - August 2006
Sage Software November 2003 - July 2005
Merrill Lynch January 2000 - August 2003
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
State University of New York College at Plattsburgh 1996 — 2000
Bachelor of Science (BS), Marketing
Richmond Adusei Owusu, MD's Merrill Lynch Experience June 2006 - August 2006
Job Resident Physician, Urology at University of California, San Diego
Industry Hospital & Health Care
Experience
University of California, San Diego Health System June 2014 - Present
Duke University School of Medicine July 2010 - May 2014
Duke University Health System August 2012 - August 2013
Johns Hopkins School of Medicine January 2010 - July 2010
Merck October 2009 - November 2009
Bristol-Myers Squibb May 2009 - August 2009
Princeton University 2007 - 2009
Grand Chllenges Global health Initiative May 2008 - September 2008
IntegriChain, Inc June 2007 - September 2007
Merrill Lynch June 2006 - August 2006
Skills
Urology, Physician, Clinical Research, Drug Discovery, Molecular Biology, Immunology, Research, Infectious Diseases, Biochemistry, Protein Chemistry, Chemistry, Clinical Trials, Organic Chemistry, PCR
Education
Duke University 2010 — 2014
Doctor of Medicine (M.D.), Medicine
Princeton University 2005 — 2009
Bachelor of Science (B.S.), Chemistry
United World College- USA 2003 — 2005
International Baccalaureate, Biology/Biological Sciences, General
University of California, San Diego Health System June 2014 - Present
Duke University School of Medicine July 2010 - May 2014
Duke University Health System August 2012 - August 2013
Johns Hopkins School of Medicine January 2010 - July 2010
Merck October 2009 - November 2009
Bristol-Myers Squibb May 2009 - August 2009
Princeton University 2007 - 2009
Grand Chllenges Global health Initiative May 2008 - September 2008
IntegriChain, Inc June 2007 - September 2007
Merrill Lynch June 2006 - August 2006
Skills
Urology, Physician, Clinical Research, Drug Discovery, Molecular Biology, Immunology, Research, Infectious Diseases, Biochemistry, Protein Chemistry, Chemistry, Clinical Trials, Organic Chemistry, PCR
Education
Duke University 2010 — 2014
Doctor of Medicine (M.D.), Medicine
Princeton University 2005 — 2009
Bachelor of Science (B.S.), Chemistry
United World College- USA 2003 — 2005
International Baccalaureate, Biology/Biological Sciences, General
Brooks Doggett's Merrill Lynch Experience 1997 - 2005
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank DirectorDeutsche Bank2005 - Present
Merrill Lynch 1997 - 2005
Scudder Kemper Investments 1992 - 1995
Kemper Financial Services 1990 - 1994
Education
Duke University - The Fuqua School of Business 1995 — 1997
University of Vermont 1988 — 1992
Deutsche Bank DirectorDeutsche Bank2005 - Present
Merrill Lynch 1997 - 2005
Scudder Kemper Investments 1992 - 1995
Kemper Financial Services 1990 - 1994
Education
Duke University - The Fuqua School of Business 1995 — 1997
University of Vermont 1988 — 1992
Tom Wojcik's Merrill Lynch Experience 2002 - 2004
Job Managing Director, Head of Investor Relations and Corporate Development at BlackRock
Industry Financial Services
Experience
BlackRock 2013 - Present
BlackRock 2012 - 2013
Hunter Global Investors 2009 - 2011
Durham Asset Management 2008 - 2009
Nautic Partners 2004 - 2006
Merrill Lynch 2002 - 2004
Education
Duke University
Bachelor's degree
University of Pennsylvania - The Wharton School
MBA
BlackRock 2013 - Present
BlackRock 2012 - 2013
Hunter Global Investors 2009 - 2011
Durham Asset Management 2008 - 2009
Nautic Partners 2004 - 2006
Merrill Lynch 2002 - 2004
Education
Duke University
Bachelor's degree
University of Pennsylvania - The Wharton School
MBA
Joe Slankas's Merrill Lynch Experience January 2000 - July 2001
Job Fixed Income Trader at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles June 2008 - Present
HVB September 2001 - July 2005
Merrill Lynch January 2000 - July 2001
Merrill Lynch 1996 - 1998
Skills
Credit Derivatives, Credit Trading, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Valuation, Investments, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Corporate Finance, Asset Allocation
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Accounting and Finance
University of Notre Dame 1992 — 1996
BBA, Finance
Loomis Sayles June 2008 - Present
HVB September 2001 - July 2005
Merrill Lynch January 2000 - July 2001
Merrill Lynch 1996 - 1998
Skills
Credit Derivatives, Credit Trading, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Valuation, Investments, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Corporate Finance, Asset Allocation
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Accounting and Finance
University of Notre Dame 1992 — 1996
BBA, Finance
Heather Wagner Tollis's Merrill Lynch Experience February 2015 - July 2015
Job Client Associate at Rivertowne Advisors
Industry Financial Services
Experience
Rivertowne Advisors July 2015 - Present
Merrill Lynch February 2015 - July 2015
Bank of America July 2009 - August 2014
EDMC December 2007 - July 2009
1st Vanguard May 2007 - October 2007
First Franklin 2004 - 2007
Skills
Student Financial Aid, Admissions, Enrollment Management, Staff Development, Higher Education, Customer Service, Student Affairs, Finance, Financial Analysis, Campus, Microsoft Excel, Microsoft Office, Leadership, Banking, Credit, Loans, Management, Mortgage Banking, Mortgage Lending, Risk Management, Process Improvement, Sales, Team Building, Training
Education
Duquesne University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Duquesne University 2000 — 2004
Bachelor's degree, Finance, General
Rivertowne Advisors July 2015 - Present
Merrill Lynch February 2015 - July 2015
Bank of America July 2009 - August 2014
EDMC December 2007 - July 2009
1st Vanguard May 2007 - October 2007
First Franklin 2004 - 2007
Skills
Student Financial Aid, Admissions, Enrollment Management, Staff Development, Higher Education, Customer Service, Student Affairs, Finance, Financial Analysis, Campus, Microsoft Excel, Microsoft Office, Leadership, Banking, Credit, Loans, Management, Mortgage Banking, Mortgage Lending, Risk Management, Process Improvement, Sales, Team Building, Training
Education
Duquesne University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Duquesne University 2000 — 2004
Bachelor's degree, Finance, General
Matt Delaney's Merrill Lynch Experience January 1994 - October 1997
Job Principal Wharton Business Group
Industry Financial Services
Experience
Wharton Business Group October 1997 - Present
Merrill Lynch January 1994 - October 1997
Pennsylvania Office of Attorney General January 1993 - November 1993
Education
Duquesne University School of Law 1988 — 1992
JD
Penn State University 1984 — 1988
BA
Indiana Senior High School
Wharton Business Group October 1997 - Present
Merrill Lynch January 1994 - October 1997
Pennsylvania Office of Attorney General January 1993 - November 1993
Education
Duquesne University School of Law 1988 — 1992
JD
Penn State University 1984 — 1988
BA
Indiana Senior High School
Teresa Miles Walsh's Merrill Lynch Experience 1989 - 2002
Job CEO & Managing Director at Access Media Advisory LLC
Industry Financial Services
Experience
Pickwick Capital Partners, LLC December 2009 - Present
Access Media Advisory LLC 2008 - Present
Access Media Advisory Ltd June 2003 - Present
McGinn Smith & Co. Inc. February 2009 - December 2009
Merrill Lynch 1989 - 2002
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Duke University 1981 — 1985
BA, Economics
Pickwick Capital Partners, LLC December 2009 - Present
Access Media Advisory LLC 2008 - Present
Access Media Advisory Ltd June 2003 - Present
McGinn Smith & Co. Inc. February 2009 - December 2009
Merrill Lynch 1989 - 2002
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Duke University 1981 — 1985
BA, Economics
Lauren Bopf's Merrill Lynch Experience 2000 - 2002
Job Director, Sales at FXall
Industry Financial Services
Experience
FXall 2008 - Present
Lehman Brothers 2002 - 2008
Merrill Lynch 2000 - 2002
JP Morgan 1995 - 2000
First National Bank of Chicago 1988 - 1992
Education
Duke University - The Fuqua School of Business
MBA, Finance
Hamilton College
AB, Economics
FXall 2008 - Present
Lehman Brothers 2002 - 2008
Merrill Lynch 2000 - 2002
JP Morgan 1995 - 2000
First National Bank of Chicago 1988 - 1992
Education
Duke University - The Fuqua School of Business
MBA, Finance
Hamilton College
AB, Economics
Julius Smith's Merrill Lynch Experience August 2008 - August 2011
Job Finance, Law, Sports
Industry Sports
Experience
Griffin Global Capital September 2011 - Present
Blueprint Sports Group September 2011 - May 2012
Merrill Lynch August 2008 - August 2011
Change Sports and Entertainment Group, LLC May 2007 - September 2009
Cordial Enterprises, LLC June 2007 - August 2008
National Basketball Association May 2000 - August 2004
Skills
Financial Analysis, Private Equity, Series 7, Investments, Securities, Strategic Financial..., Finance, Strategic Planning, Asset Managment, Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Business Planning, Business Strategy, Mutual Funds, Financial Modeling, Asset Management, Financial Planning, Leadership
Education
Duke University School of Law 2004 — 2007
Doctor of Law (J.D.)
Morehouse College 2000 — 2004
B.A., Finance, Summa cum laude
Griffin Global Capital September 2011 - Present
Blueprint Sports Group September 2011 - May 2012
Merrill Lynch August 2008 - August 2011
Change Sports and Entertainment Group, LLC May 2007 - September 2009
Cordial Enterprises, LLC June 2007 - August 2008
National Basketball Association May 2000 - August 2004
Skills
Financial Analysis, Private Equity, Series 7, Investments, Securities, Strategic Financial..., Finance, Strategic Planning, Asset Managment, Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Business Planning, Business Strategy, Mutual Funds, Financial Modeling, Asset Management, Financial Planning, Leadership
Education
Duke University School of Law 2004 — 2007
Doctor of Law (J.D.)
Morehouse College 2000 — 2004
B.A., Finance, Summa cum laude
Ed Srdoc's Merrill Lynch Experience August 2008 - January 2010
Job Microsoft CRM & .Net MVC Developer
Industry Information Technology and Services
Experience
Meritus Health June 2015 - Present
Arizona Department of Education April 2013 - June 2015
CIGNA Voluntary January 2012 - March 2013
Wells Fargo September 2010 - December 2011
Merrill Lynch August 2008 - January 2010
Ciena Capital LLC August 2005 - August 2008
Volt 2006 - 2006
Skills
.NET, CRM
Education
Durham College
Meritus Health June 2015 - Present
Arizona Department of Education April 2013 - June 2015
CIGNA Voluntary January 2012 - March 2013
Wells Fargo September 2010 - December 2011
Merrill Lynch August 2008 - January 2010
Ciena Capital LLC August 2005 - August 2008
Volt 2006 - 2006
Skills
.NET, CRM
Education
Durham College
Andrea Beldecos's Merrill Lynch Experience 1998 - 2002
Job Managing Director, Global Head of Asset Management Campus Recruiting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
UBS 2006 - Present
UBS November 2006 - October 2013
Bank of America 2002 - 2005
Merrill Lynch 1998 - 2002
JP Morgan 1983 - 1998
Skills
Recruiting, Financial Services, Management, Applicant Tracking..., College Recruiting, Talent Management, Employee Engagement, Talent Acquisition, Onboarding, Employer Branding, Human Resources, Performance Management, Workforce Planning
Education
Fuqua School of Business, Duke University
MBA
Vanderbilt University
BA, Political Science
JPMorgan Chase October 2013 - Present
UBS 2006 - Present
UBS November 2006 - October 2013
Bank of America 2002 - 2005
Merrill Lynch 1998 - 2002
JP Morgan 1983 - 1998
Skills
Recruiting, Financial Services, Management, Applicant Tracking..., College Recruiting, Talent Management, Employee Engagement, Talent Acquisition, Onboarding, Employer Branding, Human Resources, Performance Management, Workforce Planning
Education
Fuqua School of Business, Duke University
MBA
Vanderbilt University
BA, Political Science
Jennifer O'Donnell Chalsen's Merrill Lynch Experience 1993 - 2001
Job Vice President, Accounting and Finance at MIBOX Moving & Mobile Storage
Industry Consumer Services
Experience
MI-BOX Moving & Mobile Storage 2008 - Present
Merrill Lynch 1993 - 2001
Continental Airlines May 1992 - January 1993
Education
Duquesne University 1988 — 1992
MI-BOX Moving & Mobile Storage 2008 - Present
Merrill Lynch 1993 - 2001
Continental Airlines May 1992 - January 1993
Education
Duquesne University 1988 — 1992
Presley Troyer's Merrill Lynch Experience July 1986 - August 1988
Job Talent Acquisition at Pertino
Industry Computer Networking
Experience
Pertino November 2011 - Present
Octel Communications June 1991 - August 2000
PRJ Software September 1988 - August 1989
Merrill Lynch July 1986 - August 1988
Skills
Marketing Strategy, Event Management, Event Planning, Microsoft Excel, Customer Service, Business Development, Recruiting, Product Marketing, Management, Early-stage Startups, Marketing, Talent Acquisition, Salesforce.com, Strategic Planning, Networking, Program Management, Product Management, Team Leadership, Team Building, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1991
MBA
Duke University 1982 — 1986
BS, Mathematics and Computer Science
The Hockaday School
Pertino November 2011 - Present
Octel Communications June 1991 - August 2000
PRJ Software September 1988 - August 1989
Merrill Lynch July 1986 - August 1988
Skills
Marketing Strategy, Event Management, Event Planning, Microsoft Excel, Customer Service, Business Development, Recruiting, Product Marketing, Management, Early-stage Startups, Marketing, Talent Acquisition, Salesforce.com, Strategic Planning, Networking, Program Management, Product Management, Team Leadership, Team Building, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1991
MBA
Duke University 1982 — 1986
BS, Mathematics and Computer Science
The Hockaday School
Reeves Hines's Merrill Lynch Experience 2000 - 2000
Job Financial Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil 2006 - Present
Microsoft 2000 - 2004
Merrill Lynch 2000 - 2000
Education
Duke University - The Fuqua School of Business 2004 — 2006
Georgia Institute of Technology
BS, International Affairs
ExxonMobil 2006 - Present
Microsoft 2000 - 2004
Merrill Lynch 2000 - 2000
Education
Duke University - The Fuqua School of Business 2004 — 2006
Georgia Institute of Technology
BS, International Affairs
Alexis Downing's Merrill Lynch Experience 1999 - 2002
Job Territory Manager at CHF Solutions
Industry Medical Devices
Experience
CHF Solutions February 2011 - January 2013
Mammotome Inc./Devicor Medical Products, Inc., formerly Ethicon Endo-Surgery, a Johnson & Johnson Co March 2007 - October 2010
Ethicon 2003 - 2007
GTI Industries 2002 - 2003
Merrill Lynch 1999 - 2002
Automatic Data Processing 1997 - 1999
Automatic Data Processing 1996 - 1997
Education
Duquesne University
CHF Solutions February 2011 - January 2013
Mammotome Inc./Devicor Medical Products, Inc., formerly Ethicon Endo-Surgery, a Johnson & Johnson Co March 2007 - October 2010
Ethicon 2003 - 2007
GTI Industries 2002 - 2003
Merrill Lynch 1999 - 2002
Automatic Data Processing 1997 - 1999
Automatic Data Processing 1996 - 1997
Education
Duquesne University
Casey Shanley's Merrill Lynch Experience 2002 - 2005
Job Analyst at Panning Capital Management
Industry Investment Management
Experience
Panning Capital Management September 2014 - Present
GoldenTree Asset Management March 2012 - September 2014
Claren Road Asset Management January 2010 - February 2012
Noroton Capital Management July 2008 - January 2010
JPMorgan 2007 - 2008
Merrill Lynch 2002 - 2005
BNP Paribas 2000 - 2002
Education
Duke University - The Fuqua School of Business 2005 — 2007
Georgetown University 1996 — 2000
BSBA
Panning Capital Management September 2014 - Present
GoldenTree Asset Management March 2012 - September 2014
Claren Road Asset Management January 2010 - February 2012
Noroton Capital Management July 2008 - January 2010
JPMorgan 2007 - 2008
Merrill Lynch 2002 - 2005
BNP Paribas 2000 - 2002
Education
Duke University - The Fuqua School of Business 2005 — 2007
Georgetown University 1996 — 2000
BSBA
Ryan Hollenbach's Merrill Lynch Experience April 2007 - August 2008
Job Regional Director at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
Merrill Edge August 2008 - April 2014
Merrill Lynch April 2007 - August 2008
Merrill Lynch July 2006 - April 2007
Merrill Lynch April 2005 - July 2006
Merrill Lynch May 2003 - April 2005
Skills
MBA, Series 24, Series 7, FINRA, Business Analysis, Sales Funnel..., Sales Growth, Equities, Alternative Investments, Capital Markets, Uniform Combined State..., Fixed Income, Hedge Funds, Options, Investment Banking, Series 9, Series 10, Series 66, Wealth Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
Voya Financial April 2014 - Present
Merrill Edge August 2008 - April 2014
Merrill Lynch April 2007 - August 2008
Merrill Lynch July 2006 - April 2007
Merrill Lynch April 2005 - July 2006
Merrill Lynch May 2003 - April 2005
Skills
MBA, Series 24, Series 7, FINRA, Business Analysis, Sales Funnel..., Sales Growth, Equities, Alternative Investments, Capital Markets, Uniform Combined State..., Fixed Income, Hedge Funds, Options, Investment Banking, Series 9, Series 10, Series 66, Wealth Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
Sean Rooney, CFA's Merrill Lynch Experience 2000 - 2008
Job Senior Vice President at Alvarez & Marsal Investment Management LLC
Industry Investment Management
Experience
Alvarez & Marsal Investment Management LLC 2015 - Present
Vanderbilt Avenue Asset Management 2013 - 2015
Morningstar 2011 - 2012
Merrill Lynch 2000 - 2008
Skills
Series 63, Finance, Fixed Income, Capital Markets, Investments, Asset Management, Equities, Investment Banking, Series 7, Trading, Bloomberg, Equity Research, Alternative Investments, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Duke University 1990 — 1994
BA, Economics
Alvarez & Marsal Investment Management LLC 2015 - Present
Vanderbilt Avenue Asset Management 2013 - 2015
Morningstar 2011 - 2012
Merrill Lynch 2000 - 2008
Skills
Series 63, Finance, Fixed Income, Capital Markets, Investments, Asset Management, Equities, Investment Banking, Series 7, Trading, Bloomberg, Equity Research, Alternative Investments, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Duke University 1990 — 1994
BA, Economics
Steve Nail's Merrill Lynch Experience 2003 - 2005
Job Senior Operations Manager, Store Integration at Walmart.com
Industry Retail
Experience
Walmart eCommerce January 2014 - Present
Walmart.com August 2012 - January 2014
Wal-Mart August 2008 - August 2012
United Airlines March 2005 - August 2008
Merrill Lynch 2003 - 2005
US Army December 1996 - July 2003
Skills
Operations Management, Project Planning, Team Leadership, Team Building, Inventory Management, Leadership, Customer Service, Management, Training, Leadership Development, Retail, Strategic Planning, Customer Satisfaction, Cross-functional Team..., Coaching
Education
Duke University 1992 — 1996
Psychology
Duke University
Walmart eCommerce January 2014 - Present
Walmart.com August 2012 - January 2014
Wal-Mart August 2008 - August 2012
United Airlines March 2005 - August 2008
Merrill Lynch 2003 - 2005
US Army December 1996 - July 2003
Skills
Operations Management, Project Planning, Team Leadership, Team Building, Inventory Management, Leadership, Customer Service, Management, Training, Leadership Development, Retail, Strategic Planning, Customer Satisfaction, Cross-functional Team..., Coaching
Education
Duke University 1992 — 1996
Psychology
Duke University
Fred Fogg's Merrill Lynch Experience 1987 - 1989
Job Portfolio Solutions at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2013 - Present
Credit Suisse 2009 - August 2013
Citi 2005 - 2008
Morgan Stanley 1991 - 2005
Merrill Lynch 1987 - 1989
Skills
Lacrosse Coach, Trading Strategies, Derivatives, Quantitative Analysis, Portfolio Strategy, Transition Management, Investment Advisory, Beta Selection and..., Risk Management, Portfolio Management, Fixed Income, Quantitative Analytics, Equities, Trading Systems, Capital Markets, Alternative Investments, Equity Derivatives, Electronic Trading, Options, Structured Products
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Lafayette College
BS
Newton North High School 1980 — 1983
Macquarie Group August 2013 - Present
Credit Suisse 2009 - August 2013
Citi 2005 - 2008
Morgan Stanley 1991 - 2005
Merrill Lynch 1987 - 1989
Skills
Lacrosse Coach, Trading Strategies, Derivatives, Quantitative Analysis, Portfolio Strategy, Transition Management, Investment Advisory, Beta Selection and..., Risk Management, Portfolio Management, Fixed Income, Quantitative Analytics, Equities, Trading Systems, Capital Markets, Alternative Investments, Equity Derivatives, Electronic Trading, Options, Structured Products
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Lafayette College
BS
Newton North High School 1980 — 1983
William Hackett's Merrill Lynch Experience 1997 - 2008
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
Bank of America Merrill Lynch 2009 - 2012
Merrill Lynch 1997 - 2008
Smith Barney 1992 - 1995
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
Fairfield University 1987 — 1991
B.S., Marketing
Chaminade High School 1983 — 1987
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
Bank of America Merrill Lynch 2009 - 2012
Merrill Lynch 1997 - 2008
Smith Barney 1992 - 1995
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
Fairfield University 1987 — 1991
B.S., Marketing
Chaminade High School 1983 — 1987
James Sperzel's Merrill Lynch Experience 1987 - 1990
Job Managing Director
Industry Banking
Experience
Citigroup 2005 - Present
Citigroup 1997 - 2005
Citigroup 1994 - 1997
Citigroup 1993 - 1994
Citigroup 1992 - 1993
Citigroup 1991 - 1991
Merrill Lynch 1987 - 1990
Education
Duke University - The Fuqua School of Business 1990 — 1992
Masters in Business Administration, Finance
St. John's University, New York, N.Y. 1981 — 1984
B.S., Accounting
Citigroup 2005 - Present
Citigroup 1997 - 2005
Citigroup 1994 - 1997
Citigroup 1993 - 1994
Citigroup 1992 - 1993
Citigroup 1991 - 1991
Merrill Lynch 1987 - 1990
Education
Duke University - The Fuqua School of Business 1990 — 1992
Masters in Business Administration, Finance
St. John's University, New York, N.Y. 1981 — 1984
B.S., Accounting
Terrence J. Miller CFA's Merrill Lynch Experience 1981 - 1985
Job TETON
Industry Investment Management
Experience
TETON January 2014 - Present
Buckhead Capital Management April 2002 - December 2013
Invesco US 1985 - 2001
Merrill Lynch 1981 - 1985
Skills
Alternative Investments, Asset Management, Equities, Investments, Portfolio Management, Asset Allocation, Private Equity, Fixed Income, Valuation, Financial Modeling, Due Diligence, Wealth Management, Equity Research, Bloomberg, Financial Analysis
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
University of Dayton 1978 — 1981
BS, Finance
Serra 1974 — 1977
TETON January 2014 - Present
Buckhead Capital Management April 2002 - December 2013
Invesco US 1985 - 2001
Merrill Lynch 1981 - 1985
Skills
Alternative Investments, Asset Management, Equities, Investments, Portfolio Management, Asset Allocation, Private Equity, Fixed Income, Valuation, Financial Modeling, Due Diligence, Wealth Management, Equity Research, Bloomberg, Financial Analysis
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
University of Dayton 1978 — 1981
BS, Finance
Serra 1974 — 1977
Taiesha Abrams's Merrill Lynch Experience 2008 - 2008
Job Student at Duke University
Industry Financial Services
Experience
Merrill Lynch 2008 - 2008
Sponsors for Educational Opportunity 2007 - 2007
Education
Duke University 2005 — 2009
Merrill Lynch 2008 - 2008
Sponsors for Educational Opportunity 2007 - 2007
Education
Duke University 2005 — 2009
Courtney Kenneweg's Merrill Lynch Experience 2000 - 2002
Job Partner CFO
Industry Food & Beverages
Experience
Crazy Crab Associates April 2013 - Present
CR Bard August 2012 - March 2013
Bank of America 2010 - July 2012
US Army 2003 - 2008
Merrill Lynch 2000 - 2002
Skills
Financial Analysis, Financial Modeling
Education
Duke University - The Fuqua School of Business 2008 — 2010
Georgetown University
BS, Foreign Service
Crazy Crab Associates April 2013 - Present
CR Bard August 2012 - March 2013
Bank of America 2010 - July 2012
US Army 2003 - 2008
Merrill Lynch 2000 - 2002
Skills
Financial Analysis, Financial Modeling
Education
Duke University - The Fuqua School of Business 2008 — 2010
Georgetown University
BS, Foreign Service
Ben Baglin's Merrill Lynch Experience 2007 - 2008
Job Head of Market Risk North America at EDF Trading
Industry Oil & Energy
Experience
EDF Trading July 2015 - Present
EDF Trading January 2013 - Present
EDF Trading 2010 - January 2013
Merrill Lynch 2007 - 2008
Graham Capital Management 2005 - 2006
Shell Trading 1998 - 2004
Skills
Trading, Commodity, Derivatives, Risk Management, Energy, Portfolio Management, Market Risk, Financial Risk, Energy Markets, Investments, Analysis, Natural Gas, Options, Commodity Markets
Education
Durham University 1995 — 1998
BA
EDF Trading July 2015 - Present
EDF Trading January 2013 - Present
EDF Trading 2010 - January 2013
Merrill Lynch 2007 - 2008
Graham Capital Management 2005 - 2006
Shell Trading 1998 - 2004
Skills
Trading, Commodity, Derivatives, Risk Management, Energy, Portfolio Management, Market Risk, Financial Risk, Energy Markets, Investments, Analysis, Natural Gas, Options, Commodity Markets
Education
Durham University 1995 — 1998
BA
Robert Rechkemmer's Merrill Lynch Experience July 1997 - June 1999
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2011 - Present
Wachovia 2003 - February 2011
Goldner Hawn Johnson & Morrison July 1999 - June 2001
Merrill Lynch July 1997 - June 1999
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Northwestern University 1993 — 1997
BA, Economics; Mathematical Methods in the Social Sciences
Wells Fargo Securities 2011 - Present
Wachovia 2003 - February 2011
Goldner Hawn Johnson & Morrison July 1999 - June 2001
Merrill Lynch July 1997 - June 1999
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Northwestern University 1993 — 1997
BA, Economics; Mathematical Methods in the Social Sciences
Saunders Bliss's Merrill Lynch Experience May 2002 - August 2002
Job at MedMal Direct Insurance Company
Industry Law Practice
Experience
MedMal Direct Insurance Company April 2011 - Present
San Jose Episcopal Day School 2014 - 2015
State Attorney's Office for the 4th Judicial Circuit January 2009 - May 2011
City of Jacksonville - Office of the General Counsel May 2006 - June 2006
Merrill Lynch May 2002 - August 2002
Skills
Insurance, Litigation, Professional Liability, Personal Injury, Civil Litigation, Litigation Management, Mediation, Commercial Litigation, Claim, Criminal Law
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
J.D.
Duke University 2001 — 2005
B.A., History, Computer Science, Art History
Bolles
MedMal Direct Insurance Company April 2011 - Present
San Jose Episcopal Day School 2014 - 2015
State Attorney's Office for the 4th Judicial Circuit January 2009 - May 2011
City of Jacksonville - Office of the General Counsel May 2006 - June 2006
Merrill Lynch May 2002 - August 2002
Skills
Insurance, Litigation, Professional Liability, Personal Injury, Civil Litigation, Litigation Management, Mediation, Commercial Litigation, Claim, Criminal Law
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
J.D.
Duke University 2001 — 2005
B.A., History, Computer Science, Art History
Bolles
Michael Ide's Merrill Lynch Experience June 2008 - May 2010
Job MBA Candidate Class of 2016 at Fuqua School of Business, Duke University
Industry Investment Banking
Experience
SoloPro August 2015 - Present
Time Capsule To Mars September 2014 - Present
BlackArch Partners June 2015 - August 2015
Bank of America August 2013 - July 2014
Bank of America June 2011 - August 2013
Bank of America May 2010 - August 2011
Merrill Lynch June 2008 - May 2010
Skills
Financial Analysis, Forecasting, Financial Modeling, Corporate Finance, Investments, Mergers & Acquisitions, Financial Reporting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 2004 — 2008
Finance
SoloPro August 2015 - Present
Time Capsule To Mars September 2014 - Present
BlackArch Partners June 2015 - August 2015
Bank of America August 2013 - July 2014
Bank of America June 2011 - August 2013
Bank of America May 2010 - August 2011
Merrill Lynch June 2008 - May 2010
Skills
Financial Analysis, Forecasting, Financial Modeling, Corporate Finance, Investments, Mergers & Acquisitions, Financial Reporting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 2004 — 2008
Finance
Matthew Tevnan's Merrill Lynch Experience June 2004 - December 2013
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2004 - December 2013
Bank of America Merrill Lynch 1998 - 2004
Bank of America January 1993 - 1998
Merrill Lynch Trust Company 1989 - 1992
Skills
SDLC, Business Analysis, Vendor Management, PMO, IT Strategy, Risk Management, Project Portfolio..., Enterprise Architecture, Financial Services, Software Project..., Business Process, Governance, Business Intelligence, Business Requirements, Requirements Gathering
Education
Chubb Institute of Technology 1990 — 1992
Mainframe Technologies, Cobol, DB2, CICS, JCL, VSAM
Duquesne University 1982 — 1986
BS, Marketing
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2004 - December 2013
Bank of America Merrill Lynch 1998 - 2004
Bank of America January 1993 - 1998
Merrill Lynch Trust Company 1989 - 1992
Skills
SDLC, Business Analysis, Vendor Management, PMO, IT Strategy, Risk Management, Project Portfolio..., Enterprise Architecture, Financial Services, Software Project..., Business Process, Governance, Business Intelligence, Business Requirements, Requirements Gathering
Education
Chubb Institute of Technology 1990 — 1992
Mainframe Technologies, Cobol, DB2, CICS, JCL, VSAM
Duquesne University 1982 — 1986
BS, Marketing
Paul Sober's Merrill Lynch Experience March 1998 - October 2008
Job Managing Director at Public Resources Advisory Group
Industry Financial Services
Experience
NextEra Energy Resources June 2015 - Present
Public Resources Advisory Group June 2010 - June 2015
Kendrick Pierce & Co. May 2009 - May 2010
Merrill Lynch March 1998 - October 2008
Skills
Capital Markets, Investment Banking, Fixed Income
Education
Duke University 1993 — 1997
BSE, Mechanical Engineering
NextEra Energy Resources June 2015 - Present
Public Resources Advisory Group June 2010 - June 2015
Kendrick Pierce & Co. May 2009 - May 2010
Merrill Lynch March 1998 - October 2008
Skills
Capital Markets, Investment Banking, Fixed Income
Education
Duke University 1993 — 1997
BSE, Mechanical Engineering
Sharon Bastide's Merrill Lynch Experience July 1993 - November 2002
Job Retirement Services Strategic Marketing and Development
Industry Financial Services
Experience
Sharon Bastide ,LLC May 2008 - Present
ADP 2005 - 2008
Merrill Lynch July 1993 - November 2002
Merrill Lynch Capital Markets May 1985 - December 1992
Education
Duquesne University 1971 — 1975
BS Business Administration, Finance and Economics
Sharon Bastide ,LLC May 2008 - Present
ADP 2005 - 2008
Merrill Lynch July 1993 - November 2002
Merrill Lynch Capital Markets May 1985 - December 1992
Education
Duquesne University 1971 — 1975
BS Business Administration, Finance and Economics
Sandy McKinnon's Merrill Lynch Experience May 2008 - August 2008
Job Stanford Graduate School of Business MBA Candidate
Industry Venture Capital & Private Equity
Experience
Francisco Partners July 2011 - July 2014
Gleacher & Company May 2009 - June 2011
Merrill Lynch May 2008 - August 2008
Northrop Grumman May 2007 - August 2007
Duke University May 2006 - July 2006
Skills
Investment Banking, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Duke University 2008 — 2009
MEM, Finance
Duke University 2004 — 2008
BSE, Mechanical Engineering, Economics
Norfolk Academy
Francisco Partners July 2011 - July 2014
Gleacher & Company May 2009 - June 2011
Merrill Lynch May 2008 - August 2008
Northrop Grumman May 2007 - August 2007
Duke University May 2006 - July 2006
Skills
Investment Banking, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Duke University 2008 — 2009
MEM, Finance
Duke University 2004 — 2008
BSE, Mechanical Engineering, Economics
Norfolk Academy
Tim Checko's Merrill Lynch Experience August 2007 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Northstar Systems March 2006 - August 2007
harrisdirect January 2003 - August 2006
CSFBdirect February 2000 - March 2003
Education
Duke University 1987 — 1990
BA, Economics
Merrill Lynch August 2007 - Present
Northstar Systems March 2006 - August 2007
harrisdirect January 2003 - August 2006
CSFBdirect February 2000 - March 2003
Education
Duke University 1987 — 1990
BA, Economics
Jeffrey McSteen's Merrill Lynch Experience December 1993 - July 1994
Job First Vice President and Senior Business Development Officer, BNY MELLON Wealth Management
Industry Investment Management
Experience
BNY MELLON Wealth Management (July 1994 to Present) July 1994 - Present
Merrill Lynch December 1993 - July 1994
Mellon Bank June 1991 - November 1993
Reed Smith LLP May 1990 - August 1990
Price Waterhouse Coopers August 1986 - August 1988
Education
Duquesne University School of Law 1988 — 1991
Juris Doctorate, cum laude
Penn State University 1982 — 1986
Bachelor of Science with High Distinction, Accounting and Business
BNY MELLON Wealth Management (July 1994 to Present) July 1994 - Present
Merrill Lynch December 1993 - July 1994
Mellon Bank June 1991 - November 1993
Reed Smith LLP May 1990 - August 1990
Price Waterhouse Coopers August 1986 - August 1988
Education
Duquesne University School of Law 1988 — 1991
Juris Doctorate, cum laude
Penn State University 1982 — 1986
Bachelor of Science with High Distinction, Accounting and Business
Charles M. Stover, CFP®, CWS®'s Merrill Lynch Experience June 1998 - December 2009
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA January 2010 - Present
Ken Zahn, Inc.; UNF November 2008 - December 2009
Merrill Lynch June 1998 - December 2009
Alcatel; Superior Telecom November 1991 - April 1998
US Army May 1984 - October 1991
Education
Duke University - The Fuqua School of Business 1996 — 1997
M.B.A.
United States Military Academy at West Point 1980 — 1984
B.S.
USAA January 2010 - Present
Ken Zahn, Inc.; UNF November 2008 - December 2009
Merrill Lynch June 1998 - December 2009
Alcatel; Superior Telecom November 1991 - April 1998
US Army May 1984 - October 1991
Education
Duke University - The Fuqua School of Business 1996 — 1997
M.B.A.
United States Military Academy at West Point 1980 — 1984
B.S.
Alice Kennon's Merrill Lynch Experience July 2009 - Present
Job Business Consulting and Prime Brokerage Sales at Bank of America Merrill Lynch West Coast
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America July 2011 - Present
Merrill Lynch July 2009 - Present
Merrill Lynch June 2008 - July 2009
Skills
Fund Of Funds, Capital Raising, Hedge Funds, Institutional..., Investments, Equities, Alternative Investments, Derivatives
Education
University of Durham
Economics, 2:1 ECONOMICS BA HONS
Bank of America Merrill Lynch July 2014 - Present
Bank of America July 2011 - Present
Merrill Lynch July 2009 - Present
Merrill Lynch June 2008 - July 2009
Skills
Fund Of Funds, Capital Raising, Hedge Funds, Institutional..., Investments, Equities, Alternative Investments, Derivatives
Education
University of Durham
Economics, 2:1 ECONOMICS BA HONS
Julie Weeden's Merrill Lynch Experience May 1999 - March 2002
Job Executive Director, CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management January 2013 - Present
CIBC Wood Gundy December 2008 - January 2013
CIBC Wood Gundy January 2006 - November 2007
CIBC Wood Gundy May 2003 - December 2005
Merrill Lynch May 1999 - March 2002
Skills
Retirement, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Management, Small Business, Strategy, Wealth Management..., Life Insurance, Financial Planning, Financial Services
Education
Canadian Securities Institute 2013 — 2013
Chartered International Wealth Professional
Canadian Securities Institute 2010 — 2010
Chartered Strategic Wealth Professional
Canadian Securities Institute 2006 — 2006
Life Insurance License
Canadian Securities Institute 2000 — 2002
Certified Financial Planner
Durham College 1991 — 1995
CIBC Private Wealth Management January 2013 - Present
CIBC Wood Gundy December 2008 - January 2013
CIBC Wood Gundy January 2006 - November 2007
CIBC Wood Gundy May 2003 - December 2005
Merrill Lynch May 1999 - March 2002
Skills
Retirement, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Management, Small Business, Strategy, Wealth Management..., Life Insurance, Financial Planning, Financial Services
Education
Canadian Securities Institute 2013 — 2013
Chartered International Wealth Professional
Canadian Securities Institute 2010 — 2010
Chartered Strategic Wealth Professional
Canadian Securities Institute 2006 — 2006
Life Insurance License
Canadian Securities Institute 2000 — 2002
Certified Financial Planner
Durham College 1991 — 1995
Chris Withers's Merrill Lynch Experience 2001 - 2003
Job Managing Director, Consumer & Retail Investment Banking, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo 2003 - Present
FBR Capital Markets 2008 - 2009
Merrill Lynch 2001 - 2003
Skills
Mergers & Acquisitions, IPO, High Yield Bonds, Corporate Advisory, Convertible Bonds, Term Loan, Investment Banking, Financial Modeling, Financial Analysis
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Randolph-Macon College 1991 — 1995
BA, Business/Economics
Wells Fargo 2003 - Present
FBR Capital Markets 2008 - 2009
Merrill Lynch 2001 - 2003
Skills
Mergers & Acquisitions, IPO, High Yield Bonds, Corporate Advisory, Convertible Bonds, Term Loan, Investment Banking, Financial Modeling, Financial Analysis
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Randolph-Macon College 1991 — 1995
BA, Business/Economics
William Frey, Jr.'s Merrill Lynch Experience 2007 - 2007
Job Fixed Income
Industry Financial Services
Experience
Brevan Howard April 2013 - Present
RBC Capital Markets August 2010 - February 2013
BlackRock June 2009 - August 2009
Community Enterprise Soutions 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Data Analysis, Trading, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Bloomberg, Rates, Swaps
Education
Duke University 2006 — 2010
BS, BS Economics, Minor Mathematics
Brevan Howard April 2013 - Present
RBC Capital Markets August 2010 - February 2013
BlackRock June 2009 - August 2009
Community Enterprise Soutions 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Data Analysis, Trading, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Bloomberg, Rates, Swaps
Education
Duke University 2006 — 2010
BS, BS Economics, Minor Mathematics
Frank McMahon's Merrill Lynch Experience 1987 - 1999
Job Executive Chairman of DataQuick Information Solutions
Industry Information Technology and Services
Experience
DataQuick September 2012 - Present
Decision Insight Information Group February 2012 - Present
Texas Pacific Group April 2010 - September 2012
Century Capital Management March 2010 - September 2012
First American Title March 2006 - December 2009
First Advantage 2006 - 2009
Lehman Brothers 1999 - 2006
Merrill Lynch 1987 - 1999
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Investment Banking, Valuation, Financial Analysis, Corporate Finance, Corporate Development, Business Strategy, Financial Services, Investments, Strategic Planning, Risk Management, Business Development
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Villanova University 1978 — 1982
bs, economics
DataQuick September 2012 - Present
Decision Insight Information Group February 2012 - Present
Texas Pacific Group April 2010 - September 2012
Century Capital Management March 2010 - September 2012
First American Title March 2006 - December 2009
First Advantage 2006 - 2009
Lehman Brothers 1999 - 2006
Merrill Lynch 1987 - 1999
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Investment Banking, Valuation, Financial Analysis, Corporate Finance, Corporate Development, Business Strategy, Financial Services, Investments, Strategic Planning, Risk Management, Business Development
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Villanova University 1978 — 1982
bs, economics
Duane Butler's Merrill Lynch Experience January 2003 - January 2006
Job Senior Vice President, Director of Advisor Growth and Productivity at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
Citi January 2006 - May 2008
Merrill Lynch January 2003 - January 2006
NEW MEDIA CAPITAL PARTNERS - NMCP January 2000 - January 2003
EDS/A.T. Kearney Consulting March 1994 - December 1999
Price Waterhouse Management Consultants June 1989 - February 1994
Skills
Project Management, Strategic Planning, Management, Product Management, Business Strategy, Financial Analysis, Wealth Management, Investments, Risk Management, Banking, Portfolio Management, Loans, Credit, Relationship Management
Education
Duke Fuqua School of Business
Master of Business Administration (MBA), Finance
Wells Fargo Advisors May 2008 - Present
Citi January 2006 - May 2008
Merrill Lynch January 2003 - January 2006
NEW MEDIA CAPITAL PARTNERS - NMCP January 2000 - January 2003
EDS/A.T. Kearney Consulting March 1994 - December 1999
Price Waterhouse Management Consultants June 1989 - February 1994
Skills
Project Management, Strategic Planning, Management, Product Management, Business Strategy, Financial Analysis, Wealth Management, Investments, Risk Management, Banking, Portfolio Management, Loans, Credit, Relationship Management
Education
Duke Fuqua School of Business
Master of Business Administration (MBA), Finance
Takuma Goto's Merrill Lynch Experience June 2012 - August 2012
Job Audit Senior Assistant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte September 2013 - Present
Merrill Lynch June 2012 - August 2012
Delaware Valley Financial Group January 2011 - June 2011
Lincoln Financial Advisors August 2010 - December 2010
Skills
Excel, PowerPoint, Word, Bloomberg Terminal, Factset, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Investments
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Accounting
Duquesne University 2008 — 2009
Bachelor of Business Administration (BBA), International Business
Deloitte September 2013 - Present
Merrill Lynch June 2012 - August 2012
Delaware Valley Financial Group January 2011 - June 2011
Lincoln Financial Advisors August 2010 - December 2010
Skills
Excel, PowerPoint, Word, Bloomberg Terminal, Factset, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Investments
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Accounting
Duquesne University 2008 — 2009
Bachelor of Business Administration (BBA), International Business
Robert Kiesel's Merrill Lynch Experience 1989 - 1990
Job Private Finance
Industry Financial Services
Experience
Intermediate Capital Group May 2013 - Present
Hunting Dog Capital March 2010 - May 2013
FEA Capital Management 2009 - September 2010
Fifth Street Capital 2005 - 2008
ORIX USA 2000 - 2004
Merrill Lynch 1989 - 1990
Skills
Private Equity
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Yale University 1985 — 1989
BA, Economics
Intermediate Capital Group May 2013 - Present
Hunting Dog Capital March 2010 - May 2013
FEA Capital Management 2009 - September 2010
Fifth Street Capital 2005 - 2008
ORIX USA 2000 - 2004
Merrill Lynch 1989 - 1990
Skills
Private Equity
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Yale University 1985 — 1989
BA, Economics
Matthew Malloy's Merrill Lynch Experience 1996 - 2003
Job Managing Director, Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman October 2015 - Present
J.P. Morgan Asset Management 2014 - 2015
J.P. Morgan Asset Management 2010 - 2015
Goldman Sachs 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 1996 - 2003
Chubb Insurance 1992 - 1995
General Accident Insurance Company 1991 - 1992
Skills
Asset Managment, Investment Banking, Corporate Finance, M&A experience, Alternative Investments, Equities, Fixed Income, Insurance, Financial Technology, Series 7, Series 63, Series 3, Series 24, Capital Markets, Capital Raising, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1987 — 1991
Bachelor of Arts (BA), History and Journalism
Neuberger Berman October 2015 - Present
J.P. Morgan Asset Management 2014 - 2015
J.P. Morgan Asset Management 2010 - 2015
Goldman Sachs 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 1996 - 2003
Chubb Insurance 1992 - 1995
General Accident Insurance Company 1991 - 1992
Skills
Asset Managment, Investment Banking, Corporate Finance, M&A experience, Alternative Investments, Equities, Fixed Income, Insurance, Financial Technology, Series 7, Series 63, Series 3, Series 24, Capital Markets, Capital Raising, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1987 — 1991
Bachelor of Arts (BA), History and Journalism
Andrew Waine, CFA's Merrill Lynch Experience August 2011 - April 2013
Job Investment Director at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2013 - Present
Merrill Lynch August 2011 - April 2013
Morgan Stanley March 2010 - May 2011
Church Tavern Advisors, LLC June 2002 - March 2010
WestLB June 1997 - June 2002
Morgan Stanley March 1993 - June 1997
Skills
Structured Finance, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Middlebury College 1984 — 1988
Bachelor of Arts, Physics
Wellington Management April 2013 - Present
Merrill Lynch August 2011 - April 2013
Morgan Stanley March 2010 - May 2011
Church Tavern Advisors, LLC June 2002 - March 2010
WestLB June 1997 - June 2002
Morgan Stanley March 1993 - June 1997
Skills
Structured Finance, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Middlebury College 1984 — 1988
Bachelor of Arts, Physics
Rockwell Grattan's Merrill Lynch Experience June 2007 - August 2007
Job Agent at Walnut Capital Real Estate Services
Industry Real Estate
Experience
Walnut Capital Real Estate Services February 2011 - Present
Aflac 2008 - Present
DTI Development May 2008 - June 2012
Merrill Lynch June 2007 - August 2007
Education
Duquesne University 2004 — 2008
BSBA, Finance/Investment Management
Walnut Capital Real Estate Services February 2011 - Present
Aflac 2008 - Present
DTI Development May 2008 - June 2012
Merrill Lynch June 2007 - August 2007
Education
Duquesne University 2004 — 2008
BSBA, Finance/Investment Management
Andrew Martin's Merrill Lynch Experience July 1995 - June 1998
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2009 - Present
Wachovia, A Wells Fargo Company January 2003 - January 2009
Lehman Brothers June 2000 - December 2002
Merrill Lynch July 1995 - June 1998
Education
Duke Fuqua School of Business 1998 — 2000
MBA, Finance
Wake Forest University 1991 — 1995
BS, Finance, Politics
Robert W. Baird & Co. January 2009 - Present
Wachovia, A Wells Fargo Company January 2003 - January 2009
Lehman Brothers June 2000 - December 2002
Merrill Lynch July 1995 - June 1998
Education
Duke Fuqua School of Business 1998 — 2000
MBA, Finance
Wake Forest University 1991 — 1995
BS, Finance, Politics
Joseph Illescas's Merrill Lynch Experience January 2001 - January 2003
Job Entrepreneur / Consultant / Investor
Industry Investment Management
Experience
. July 2005 - Present
Ski West, Inc. January 2003 - July 2005
Merrill Lynch January 2001 - January 2003
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Vanderbilt University
Bachelor of Arts (BA), Economics, Latin American Studies
. July 2005 - Present
Ski West, Inc. January 2003 - July 2005
Merrill Lynch January 2001 - January 2003
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Vanderbilt University
Bachelor of Arts (BA), Economics, Latin American Studies
Timothy Marcantonio's Merrill Lynch Experience June 2007 - February 2010
Job Associate Director at Newedge
Industry Banking
Experience
Société Générale January 2015 - Present
Newedge December 2014 - Present
Credit Agricole CIB March 2010 - June 2012
Merrill Lynch June 2007 - February 2010
Charles Schwab & Company June 2004 - May 2007
Skills
Bloomberg, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Securities, Macroeconomics, Series 7, Statistics
Education
Duke University 2000 — 2004
B. A., Economics
Duke University May 2004
Bachelor of Arts, Economics
Société Générale January 2015 - Present
Newedge December 2014 - Present
Credit Agricole CIB March 2010 - June 2012
Merrill Lynch June 2007 - February 2010
Charles Schwab & Company June 2004 - May 2007
Skills
Bloomberg, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Securities, Macroeconomics, Series 7, Statistics
Education
Duke University 2000 — 2004
B. A., Economics
Duke University May 2004
Bachelor of Arts, Economics
Abe Kim's Merrill Lynch Experience June 2007 - December 2008
Job Founder and President at Kona de Pele Corporation
Industry Retail
Experience
Kona de Pele Corporation January 2009 - Present
Merrill Lynch June 2007 - December 2008
Education
Duke University - Fuqua School of Business 2011 — 2012
Master of Business Administration (MBA)
Kona de Pele Corporation January 2009 - Present
Merrill Lynch June 2007 - December 2008
Education
Duke University - Fuqua School of Business 2011 — 2012
Master of Business Administration (MBA)
Stephen Card's Merrill Lynch Experience 2000 - 2002
Job Senior Vice President at Rubenstein Partners
Industry Real Estate
Experience
Rubenstein Partners 2008 - Present
Starwood Capital Group 2007 - 2008
Catterton Partners 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Wharton Business School 2005 — 2007
Duke University 1996 — 2000
Bachelor of Arts (BA), Economics
The Lawrenceville School 1993 — 1996
Rubenstein Partners 2008 - Present
Starwood Capital Group 2007 - 2008
Catterton Partners 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Wharton Business School 2005 — 2007
Duke University 1996 — 2000
Bachelor of Arts (BA), Economics
The Lawrenceville School 1993 — 1996
Matt Haggenmiller's Merrill Lynch Experience 2006 - 2009
Job
Industry Investment Banking
Experience
Eduvize 2012 - Present
Bank of America 2009 - 2012
Merrill Lynch 2006 - 2009
Education
Duke University - Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA)
UCLA 1992 — 1997
Bachelor of Science (BS), Chemical Engineering
Eduvize 2012 - Present
Bank of America 2009 - 2012
Merrill Lynch 2006 - 2009
Education
Duke University - Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA)
UCLA 1992 — 1997
Bachelor of Science (BS), Chemical Engineering
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank