Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jeremy Sulek Jeremy Sulek's Merrill Lynch Experience November 2014 - Present
Job Private Wealth Analyst Investments at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch November 2014 - Present
Merrill Lynch December 2012 - November 2014
Star Stainless Screw Co. May 2006 - December 2011
Skills
Sales, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling, Leadership, Teamwork, Time Management, Corporate Finance, Research, Investments, Team Leadership, Valuation, Strategic Financial..., Investment Management
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (M.B.A.)
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Banking and Finance
Merrill Lynch November 2014 - Present
Merrill Lynch December 2012 - November 2014
Star Stainless Screw Co. May 2006 - December 2011
Skills
Sales, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling, Leadership, Teamwork, Time Management, Corporate Finance, Research, Investments, Team Leadership, Valuation, Strategic Financial..., Investment Management
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (M.B.A.)
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Banking and Finance
Andrew T. Gardener, CFP® Andrew T. Gardener, CFP®'s Merrill Lynch Experience 1981 - 2003
Job Tanglewood Legacy Advisors President and Founder of The Family CFO
Industry Financial Services
Experience
Houston Business & Estate Planning Council September 2011 - Present
CFP® Board 2011 - Present
Houston Public Media 2005 - Present
Tanglewood Legacy Advisors, LLC May 2003 - Present
LPL Financial 2003 - Present
Financial Planning Association of Houston January 2010 - August 2011
ACB- Houston 2007 - 2010
Financial Planning Association of Houston January 2009 - December 2009
Merrill Lynch 1981 - 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Asset Allocation, Retirement, Investment Advisory, Finance, Investments, Investment Strategies, Asset Management, Series 7, Wealth, Insurance, Securities, Financial Planners
Education
Emory University 1976 — 1980
Jericho High School
University of Houston, C.T. Bauer College of Business
Financial Planning
Houston Business & Estate Planning Council September 2011 - Present
CFP® Board 2011 - Present
Houston Public Media 2005 - Present
Tanglewood Legacy Advisors, LLC May 2003 - Present
LPL Financial 2003 - Present
Financial Planning Association of Houston January 2010 - August 2011
ACB- Houston 2007 - 2010
Financial Planning Association of Houston January 2009 - December 2009
Merrill Lynch 1981 - 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Asset Allocation, Retirement, Investment Advisory, Finance, Investments, Investment Strategies, Asset Management, Series 7, Wealth, Insurance, Securities, Financial Planners
Education
Emory University 1976 — 1980
Jericho High School
University of Houston, C.T. Bauer College of Business
Financial Planning
Carey Xiaoqing Shi Carey Xiaoqing Shi's Merrill Lynch Experience July 2013 - August 2013
Job Private Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Seneca Creek Partners LLC October 2013 - April 2014
Merrill Lynch July 2013 - August 2013
Goizueta Business School September 2012 - May 2013
Ernst & Young July 2012 - August 2012
First Presbyterian Church March 2011 - July 2011
Skills
Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Equity Research, Bloomberg Terminal, Valuation, Analysis
Education
Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Emory University 2010 — 2014
Music Major, Performance track (piano)
Credit Suisse January 2015 - Present
Seneca Creek Partners LLC October 2013 - April 2014
Merrill Lynch July 2013 - August 2013
Goizueta Business School September 2012 - May 2013
Ernst & Young July 2012 - August 2012
First Presbyterian Church March 2011 - July 2011
Skills
Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Equity Research, Bloomberg Terminal, Valuation, Analysis
Education
Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Emory University 2010 — 2014
Music Major, Performance track (piano)
Alex Brass Alex Brass's Merrill Lynch Experience June 2013 - August 2013
Job Founder at MetaMatcha
Industry Food & Beverages
Experience
MetaMatcha LLC May 2015 - Present
Manheim AutoTrader Group May 2014 - Present
Merrill Lynch June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Big Lou Design June 2011 - August 2011
Skills
Entrepreneurship, Microsoft Excel, Business Strategy, Data Analysis, Microsoft Office, Social Media, Finance, Financial Analysis, Customer Service, Management, Research, Public Speaking, Social Networking
Education
Emory University 2010 — 2014
Finance and Strategy & Management Consulting, Business, Junior
MetaMatcha LLC May 2015 - Present
Manheim AutoTrader Group May 2014 - Present
Merrill Lynch June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Big Lou Design June 2011 - August 2011
Skills
Entrepreneurship, Microsoft Excel, Business Strategy, Data Analysis, Microsoft Office, Social Media, Finance, Financial Analysis, Customer Service, Management, Research, Public Speaking, Social Networking
Education
Emory University 2010 — 2014
Finance and Strategy & Management Consulting, Business, Junior
David Alevy, MBA, MEng, PMP David Alevy, MBA, MEng, PMP's Merrill Lynch Experience May 1997 - January 1998
Job Manager at Infinity Property & Casualty Corporation
Industry Insurance
Experience
Infinity Property & Casualty Corporation August 2007 - Present
Infinity Insurance February 2007 - August 2007
Infinity Insurance 1999 - February 2007
Just For Feet July 1998 - July 1999
Merrill Lynch May 1997 - January 1998
Skills
XML, Oracle, Java Enterprise Edition, C++, UML, Perl, Insurance, SQL, SDLC, Agile Methodologies, Visio, SOA, C#, Microsoft SQL Server, Business Analysis, COBOL, Scrum, Software Development, Requirements Analysis, VB.NET, Management, Databases, Project Management, Process Improvement, Integration, Customer Service, Leadership, Strategic Planning
Education
University of Alabama at Birmingham 2013 — 2015
Master of Engineering (M.Eng.), Information and Engineering Management
University of Alabama at Birmingham 2008 — 2010
MBA, Finance, General
Emory University 1994 — 1998
B.A., Economics/Mathematics Concentration
Infinity Property & Casualty Corporation August 2007 - Present
Infinity Insurance February 2007 - August 2007
Infinity Insurance 1999 - February 2007
Just For Feet July 1998 - July 1999
Merrill Lynch May 1997 - January 1998
Skills
XML, Oracle, Java Enterprise Edition, C++, UML, Perl, Insurance, SQL, SDLC, Agile Methodologies, Visio, SOA, C#, Microsoft SQL Server, Business Analysis, COBOL, Scrum, Software Development, Requirements Analysis, VB.NET, Management, Databases, Project Management, Process Improvement, Integration, Customer Service, Leadership, Strategic Planning
Education
University of Alabama at Birmingham 2013 — 2015
Master of Engineering (M.Eng.), Information and Engineering Management
University of Alabama at Birmingham 2008 — 2010
MBA, Finance, General
Emory University 1994 — 1998
B.A., Economics/Mathematics Concentration
Shelly Ferrone Shelly Ferrone's Merrill Lynch Experience March 1985 - February 2003
Job CFP, Account Vice Pres at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS February 2003 - Present
Merrill Lynch March 1985 - February 2003
Education
Emory University
BA, Sociology & Psychology
University of Central Florida - College of Business Administration
MBA, business
UBS February 2003 - Present
Merrill Lynch March 1985 - February 2003
Education
Emory University
BA, Sociology & Psychology
University of Central Florida - College of Business Administration
MBA, business
Edwin Poulton Edwin Poulton's Merrill Lynch Experience June 2011 - August 2011
Job Assistant Account Executive at Arc Worldwide
Industry Marketing and Advertising
Experience
Arc Worldwide July 2014 - Present
Emory University Goizueta Business School February 2013 - May 2014
Leo Burnett June 2013 - August 2013
Emory University Goizueta Business School August 2012 - December 2012
Spectacled Marketer June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Simmons Group LTD May 2010 - August 2010
Assemblywoman Sandra Galef's Office June 2008 - August 2008
Skills
Microsoft Office, Computer Hardware, Phone Skills, Communications Strategy, Writing, Organizing, Microsoft Excel, Teamwork, Issue Tree Analysis, Basic knowledge of JMP, Fundraising, Team Leadership, Telephone Skills, Product Development, Advertising, Microsoft Word, Photoshop, Business Strategy, Strategic Communications, Market Research, Marketing Strategy, Event Planning, Social Media, Social Networking, Public Relations, PowerPoint, Marketing, Social Media Marketing, Research, Public Speaking, Sales, Analysis, Strategic Planning
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Marketing and Strategy & Management Consulting
Briarcliff High School 2006 — 2010
Advanced Regents Diploma
Arc Worldwide July 2014 - Present
Emory University Goizueta Business School February 2013 - May 2014
Leo Burnett June 2013 - August 2013
Emory University Goizueta Business School August 2012 - December 2012
Spectacled Marketer June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Simmons Group LTD May 2010 - August 2010
Assemblywoman Sandra Galef's Office June 2008 - August 2008
Skills
Microsoft Office, Computer Hardware, Phone Skills, Communications Strategy, Writing, Organizing, Microsoft Excel, Teamwork, Issue Tree Analysis, Basic knowledge of JMP, Fundraising, Team Leadership, Telephone Skills, Product Development, Advertising, Microsoft Word, Photoshop, Business Strategy, Strategic Communications, Market Research, Marketing Strategy, Event Planning, Social Media, Social Networking, Public Relations, PowerPoint, Marketing, Social Media Marketing, Research, Public Speaking, Sales, Analysis, Strategic Planning
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Marketing and Strategy & Management Consulting
Briarcliff High School 2006 — 2010
Advanced Regents Diploma
Michele Ferrone Michele Ferrone's Merrill Lynch Experience April 1985 - February 2003
Job CFP(r), Account Vice President at UBS
Industry Financial Services
Experience
UBS February 2003 - Present
Merrill Lynch April 1985 - February 2003
Education
University of Central Florida 1980 — 1982
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Emory University 1964 — 1968
Bachelor of Arts (BA), Sociologya
UBS February 2003 - Present
Merrill Lynch April 1985 - February 2003
Education
University of Central Florida 1980 — 1982
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Emory University 1964 — 1968
Bachelor of Arts (BA), Sociologya
Ash Pait Ash Pait's Merrill Lynch Experience May 2008 - August 2008
Job Senior Real Estate Analyst at ChickfilA, Inc.
Industry Real Estate
Experience
Chick-fil-A, Inc. April 2015 - Present
Deloitte Financial Advisory Services LLP January 2012 - March 2015
Deloitte Transactions and Business Analytics LLP October 2009 - January 2012
Merrill Lynch May 2008 - August 2008
Skills
Business Valuation, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, DCF, Private Equity, Mergers & Acquisitions, Forensic Accounting, Forensic Consulting, Litigation Support, Financial Analysis, Fraud, Bloomberg, Equity Valuation, Intellectual Property, Certified Fraud Examiner, Accounting
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Strategy
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
The Westminster Schools 1998 — 2005
Atlanta, GA
Chick-fil-A, Inc. April 2015 - Present
Deloitte Financial Advisory Services LLP January 2012 - March 2015
Deloitte Transactions and Business Analytics LLP October 2009 - January 2012
Merrill Lynch May 2008 - August 2008
Skills
Business Valuation, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, DCF, Private Equity, Mergers & Acquisitions, Forensic Accounting, Forensic Consulting, Litigation Support, Financial Analysis, Fraud, Bloomberg, Equity Valuation, Intellectual Property, Certified Fraud Examiner, Accounting
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Strategy
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
The Westminster Schools 1998 — 2005
Atlanta, GA
HyeYun Lee's Merrill Lynch Experience May 2008 - August 2008
Job Forensic Services Senior Associate PwC
Industry Management Consulting
Experience
PwC June 2011 - Present
PwC June 2011 - May 2013
Merrill Lynch May 2008 - August 2008
Skills
Excel, Litigation Support, Financial Modeling, Forensic Accounting, Government Contracts, Microsoft Excel, Government Procurement, Internal Controls, Risk Management, Microsoft Office, Financial Analysis, Finance, Data Analysis, Accounting, Valuation, Analysis
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Accounting
연세대학교 / Yonsei University 2008 — 2008
Study Abroad
SCGSSM
SCGSSM
PwC June 2011 - Present
PwC June 2011 - May 2013
Merrill Lynch May 2008 - August 2008
Skills
Excel, Litigation Support, Financial Modeling, Forensic Accounting, Government Contracts, Microsoft Excel, Government Procurement, Internal Controls, Risk Management, Microsoft Office, Financial Analysis, Finance, Data Analysis, Accounting, Valuation, Analysis
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Accounting
연세대학교 / Yonsei University 2008 — 2008
Study Abroad
SCGSSM
SCGSSM
Lisa Lubar, CDFA Lisa Lubar, CDFA's Merrill Lynch Experience March 2015 - Present
Job Financial Advisor, Certified Divorce Financial Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
UBS Financial Services, Inc. October 2010 - March 2015
Wachovia Securities April 2006 - May 2008
Smith Barney July 1997 - April 2006
Education
Emory University 1984 — 1988
BA, Economics
Merrill Lynch March 2015 - Present
UBS Financial Services, Inc. October 2010 - March 2015
Wachovia Securities April 2006 - May 2008
Smith Barney July 1997 - April 2006
Education
Emory University 1984 — 1988
BA, Economics
Rachel Hartog Rachel Hartog's Merrill Lynch Experience May 2010 - August 2011
Job Reception/Sales Assistant at Northern Lights
Industry Entertainment
Experience
Northern Lights January 2015 - Present
Northern Lights November 2013 - January 2015
Chopped and Jane Street Entertainment September 2013 - November 2013
POP Films January 2013 - April 2013
goodpenny May 2012 - August 2012
Merrill Lynch May 2010 - August 2011
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Film/Cinema/Video Studies
Staples High School 2005 — 2009
High School
IES Vienna, Semester Study Abroad
Northern Lights January 2015 - Present
Northern Lights November 2013 - January 2015
Chopped and Jane Street Entertainment September 2013 - November 2013
POP Films January 2013 - April 2013
goodpenny May 2012 - August 2012
Merrill Lynch May 2010 - August 2011
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Film/Cinema/Video Studies
Staples High School 2005 — 2009
High School
IES Vienna, Semester Study Abroad
Alexander Kamins's Merrill Lynch Experience July 2007 - October 2008
Job Senior Director at Warner Music Group – Corporate & Business Development
Industry Entertainment
Experience
Warner Music Group June 2013 - Present
Credit Suisse June 2012 - August 2012
Ironshore Inc. March 2009 - August 2011
Merrill Lynch July 2007 - October 2008
Skills
Financial Modeling, Hedge Funds, Valuation, Private Equity, Financial Analysis, Equities, Bloomberg, Equity Research, Investment Banking, Investments, Alternative Investments, Fixed Income, Due Diligence, Mergers, LBO, M, Mergers & Acquisitions, Strategy, Portfolio Management
Education
NYU Stern School of Business 2011 — 2013
MBA, Financial Instruments & Markets, Quantitative Finance, Strategy
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
Warner Music Group June 2013 - Present
Credit Suisse June 2012 - August 2012
Ironshore Inc. March 2009 - August 2011
Merrill Lynch July 2007 - October 2008
Skills
Financial Modeling, Hedge Funds, Valuation, Private Equity, Financial Analysis, Equities, Bloomberg, Equity Research, Investment Banking, Investments, Alternative Investments, Fixed Income, Due Diligence, Mergers, LBO, M, Mergers & Acquisitions, Strategy, Portfolio Management
Education
NYU Stern School of Business 2011 — 2013
MBA, Financial Instruments & Markets, Quantitative Finance, Strategy
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
Andres Beker Andres Beker's Merrill Lynch Experience May 2009 - August 2009
Job
Industry Financial Services
Experience
Mi Aguila Group March 2014 - Present
Wild Soul Sunglasses February 2012 - Present
Sintec April 2012 - July 2013
Capital IQ June 2010 - April 2012
Merrill Lynch May 2009 - August 2009
Tucarro May 2007 - August 2007
Skills
DCF, Equities, Investment Banking, Financial Modeling, Valuation, Portfolio Optimization, Supply Chain Management, Capital IQ, Supply Chain..., Supply Chain Consulting, Manufacturing..., Distribution Strategies, Distribution Center..., Sales, Sales Presentations, Business Valuation, Emerging Markets, Corporate Finance, Venture Capital, Strategic Consulting
Education
Emory University 2006 — 2010
BA, Economics and International Studies
Mi Aguila Group March 2014 - Present
Wild Soul Sunglasses February 2012 - Present
Sintec April 2012 - July 2013
Capital IQ June 2010 - April 2012
Merrill Lynch May 2009 - August 2009
Tucarro May 2007 - August 2007
Skills
DCF, Equities, Investment Banking, Financial Modeling, Valuation, Portfolio Optimization, Supply Chain Management, Capital IQ, Supply Chain..., Supply Chain Consulting, Manufacturing..., Distribution Strategies, Distribution Center..., Sales, Sales Presentations, Business Valuation, Emerging Markets, Corporate Finance, Venture Capital, Strategic Consulting
Education
Emory University 2006 — 2010
BA, Economics and International Studies
Jeremy Joseph's Merrill Lynch Experience July 2001 - November 2001
Job President & General Counsel at Buscemi
Industry Apparel & Fashion
Experience
Buscemi LLC April 2013 - Present
Winston Wolfe Law Firm, PC December 2013 - April 2014
Jeremy Michael Joseph & Associates January 2010 - December 2013
JW Enterprises LLC January 2012 - April 2013
Capital City Care & Cultivation November 2010 - December 2012
Keesal, Young & Logan September 2008 - September 2010
Merrill Lynch July 2001 - November 2001
Skills
Litigation, Legal Research, Venture Capital, Legal Writing, Mergers, Civil Litigation, Commercial Litigation, Private Equity, Corporate Law, Intellectual Property, Due Diligence, Corporate Governance, Licensing, Employment Law, Mediation, Appeals, Securities Regulation, Securities, Contract Negotiation, Corporate Finance, Dispute Resolution, Litigation Support, Trials, Mergers & Acquisitions, Courts
Education
Loyola Law School, Loyola Marymount University 2004 — 2008
Doctor of Law (J.D.)
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance & Venture Management
Buscemi LLC April 2013 - Present
Winston Wolfe Law Firm, PC December 2013 - April 2014
Jeremy Michael Joseph & Associates January 2010 - December 2013
JW Enterprises LLC January 2012 - April 2013
Capital City Care & Cultivation November 2010 - December 2012
Keesal, Young & Logan September 2008 - September 2010
Merrill Lynch July 2001 - November 2001
Skills
Litigation, Legal Research, Venture Capital, Legal Writing, Mergers, Civil Litigation, Commercial Litigation, Private Equity, Corporate Law, Intellectual Property, Due Diligence, Corporate Governance, Licensing, Employment Law, Mediation, Appeals, Securities Regulation, Securities, Contract Negotiation, Corporate Finance, Dispute Resolution, Litigation Support, Trials, Mergers & Acquisitions, Courts
Education
Loyola Law School, Loyola Marymount University 2004 — 2008
Doctor of Law (J.D.)
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance & Venture Management
Cisco Martinez Cisco Martinez's Merrill Lynch Experience June 2004 - August 2004
Job Business Pro in General Management, Consulting, Information Systems, and Finance
Industry Management Consulting
Experience
Cisco Martinez Trading Company October 2012 - Present
Emerson Climate Technologies February 2012 - October 2012
MicroStrategy January 2011 - February 2012
MicroStrategy April 2008 - December 2010
MicroStrategy June 2006 - April 2008
US Army July 1998 - July 2006
Siemens Industry June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Temple-Inland June 2000 - August 2000
Skills
Business Intelligence, Training, Analysis, Management, Data Analysis, International Business, Sales Management, Financial Analysis, Budgets, Forecasting, Valuation, Market Analysis, Negotiation, Competitive Analysis, Strategy, Cross-functional Team..., Business Development, International Sales, Business Analysis, Leadership, Consulting, Strategic Planning
Education
Emory University - Goizueta Business School 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Georgia Institute of Technology 1999 — 2006
Bachelor’s Degree, Management
Cisco Martinez Trading Company October 2012 - Present
Emerson Climate Technologies February 2012 - October 2012
MicroStrategy January 2011 - February 2012
MicroStrategy April 2008 - December 2010
MicroStrategy June 2006 - April 2008
US Army July 1998 - July 2006
Siemens Industry June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Temple-Inland June 2000 - August 2000
Skills
Business Intelligence, Training, Analysis, Management, Data Analysis, International Business, Sales Management, Financial Analysis, Budgets, Forecasting, Valuation, Market Analysis, Negotiation, Competitive Analysis, Strategy, Cross-functional Team..., Business Development, International Sales, Business Analysis, Leadership, Consulting, Strategic Planning
Education
Emory University - Goizueta Business School 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Georgia Institute of Technology 1999 — 2006
Bachelor’s Degree, Management
Thierry Fernaine, MBA Thierry Fernaine, MBA's Merrill Lynch Experience 2010 - 2012
Job Manager, IT Support and Operations at Target
Industry Retail
Experience
Target 2014 - Present
Target 2013 - 2014
Merrill Lynch 2010 - 2012
SITA, Inc 2005 - 2010
Power Consulting and Contracting 2004 - 2005
Skills
Program Management, Project Management, IT Project & Program..., Risk Management, Strategic Planning, IT Infrastructure..., Hardware Architecture, Software Project..., Software Implementation, Foreign Languages, Maintaining Strong..., Business Strategy, Cisco Technologies, Cisco Certified, Cross-functional Team..., Agile Methodologies, IT Management, Team Building, CRM, Change Management, PMO, SDLC, Resource Management, Process Improvement, Product Management, Strategy, Business Analysis
Education
Emory University - Goizueta Business School 2009 — 2011
Executive MBA, Finance
Polytechnic University 2000 — 2004
Bachelor of Science, Electrical Engineering
Target 2014 - Present
Target 2013 - 2014
Merrill Lynch 2010 - 2012
SITA, Inc 2005 - 2010
Power Consulting and Contracting 2004 - 2005
Skills
Program Management, Project Management, IT Project & Program..., Risk Management, Strategic Planning, IT Infrastructure..., Hardware Architecture, Software Project..., Software Implementation, Foreign Languages, Maintaining Strong..., Business Strategy, Cisco Technologies, Cisco Certified, Cross-functional Team..., Agile Methodologies, IT Management, Team Building, CRM, Change Management, PMO, SDLC, Resource Management, Process Improvement, Product Management, Strategy, Business Analysis
Education
Emory University - Goizueta Business School 2009 — 2011
Executive MBA, Finance
Polytechnic University 2000 — 2004
Bachelor of Science, Electrical Engineering
Yuran(Carrie) Zhou Yuran(Carrie) Zhou's Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Merrill Lynch
Industry
Experience
Merrill Lynch June 2014 - August 2014
HSBC June 2013 - July 2013
Skills
Finance, Microsoft Word, Valuation, Computer Skills:..., Data Analysis, PowerPoint, Investment Banking, FactSet, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, Teamwork, Social Media, Economics, Public Speaking, Leadership, Research
Education
Emory University - Goizueta Business School 2013 — 2015
Emory University 2011 — 2015
Nanjing Foreign Language School 2008 — 2011
Merrill Lynch June 2014 - August 2014
HSBC June 2013 - July 2013
Skills
Finance, Microsoft Word, Valuation, Computer Skills:..., Data Analysis, PowerPoint, Investment Banking, FactSet, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, Teamwork, Social Media, Economics, Public Speaking, Leadership, Research
Education
Emory University - Goizueta Business School 2013 — 2015
Emory University 2011 — 2015
Nanjing Foreign Language School 2008 — 2011
Jennifer Purdon Jennifer Purdon's Merrill Lynch Experience 1993 - 1999
Job Managing Consultant at YSC, Business Psychology and Global Leadership Development Consultancy
Industry Professional Training & Coaching
Experience
YSC, Business Psychology and Global Leadership Development Consultancy August 2013 - Present
Flynn Heath Holt Leadership 2005 - 2013
Templeton Leadership Coaching, Inc. 2003 - 2013
Pitney Bowes 1999 - 2003
Merrill Lynch 1993 - 1999
Education
Emory University
BA, English Literature
Georgia State University
MS, Career Development
Coaches Training Institute
CPCC
YSC, Business Psychology and Global Leadership Development Consultancy August 2013 - Present
Flynn Heath Holt Leadership 2005 - 2013
Templeton Leadership Coaching, Inc. 2003 - 2013
Pitney Bowes 1999 - 2003
Merrill Lynch 1993 - 1999
Education
Emory University
BA, English Literature
Georgia State University
MS, Career Development
Coaches Training Institute
CPCC
Joe Faxio Joe Faxio's Merrill Lynch Experience August 2012 - August 2015
Job Experienced Business Development Professional| Recent MBA Graduate
Industry Investment Management
Experience
Merrill Lynch August 2012 - August 2015
New Birth Missionary Baptist Church August 2010 - September 2013
TD Ameritrade August 2006 - August 2010
Adecco August 2005 - April 2006
American Express Financial Advisors April 2004 - June 2005
Cydcor Independent Licensee Companies September 2002 - March 2004
City of Atlanta 2001 - 2002
Skills
Leadership, Investments, Finance, Strategic Planning, Wealth Management, Business Development, Entrepreneurship, Public Speaking, Insurance, Sales, Recruiting, Coaching, Series 7, Relationship Management, Securities, Microsoft Office, Financial Analysis, Retirement Planning, Risk Management, FINRA, Project Planning, Product Management, Product Marketing
Education
Emory University - Goizueta Business School 2011 — 2015
Master of Business Administration (MBA), Marketing Consulting & Finance
Morehouse College 1998 — 2002
B.A, Political Science
Merrill Lynch August 2012 - August 2015
New Birth Missionary Baptist Church August 2010 - September 2013
TD Ameritrade August 2006 - August 2010
Adecco August 2005 - April 2006
American Express Financial Advisors April 2004 - June 2005
Cydcor Independent Licensee Companies September 2002 - March 2004
City of Atlanta 2001 - 2002
Skills
Leadership, Investments, Finance, Strategic Planning, Wealth Management, Business Development, Entrepreneurship, Public Speaking, Insurance, Sales, Recruiting, Coaching, Series 7, Relationship Management, Securities, Microsoft Office, Financial Analysis, Retirement Planning, Risk Management, FINRA, Project Planning, Product Management, Product Marketing
Education
Emory University - Goizueta Business School 2011 — 2015
Master of Business Administration (MBA), Marketing Consulting & Finance
Morehouse College 1998 — 2002
B.A, Political Science
Jon Maier Jon Maier's Merrill Lynch Experience February 2007 - October 2012
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
Merrill Lynch February 2007 - October 2012
UBS Investment Bank September 1996 - January 2007
Skills
NASD Certified Series..., Equities, Series 7, ETFs, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Investments, Portfolio Management, Mutual Funds, Asset Managment, Investment Strategies
Education
Emory University 1987 — 1991
Bachelor of Business Administration, Finance, General
Bank of America Merrill Lynch October 2012 - Present
Merrill Lynch February 2007 - October 2012
UBS Investment Bank September 1996 - January 2007
Skills
NASD Certified Series..., Equities, Series 7, ETFs, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Investments, Portfolio Management, Mutual Funds, Asset Managment, Investment Strategies
Education
Emory University 1987 — 1991
Bachelor of Business Administration, Finance, General
Benjamin Streed, CFA Benjamin Streed, CFA's Merrill Lynch Experience June 2005 - November 2008
Job Vice President Fixed Income Strategist at Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. March 2010 - Present
AHD Consultants December 2008 - March 2010
Merrill Lynch June 2005 - November 2008
Goizueta Business School August 2001 - June 2005
Skills
Financial Modeling, Chartered Financial..., Bloomberg, Fixed Income, Equities, Series 7, Portfolio Management, Bonds, Capital Markets, Retirement Planning, Trading, Asset Allocation, Asset Management, Securities, Bloomberg Terminal, Investment Management, Investment Strategies, Wealth Management, Series 63, Investment Advisory, Series 24, Private Banking, Credit Analysis, Financial Markets, Due Diligence, Investments, High Net Worth..., High Yield, Trading Strategies, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Science (MS), Finance
Emory University - Goizueta Business School 2001 — 2005
Bachelor, Business Administration; Finance, Decision and Information Analysis
Raymond James Financial Inc. March 2010 - Present
AHD Consultants December 2008 - March 2010
Merrill Lynch June 2005 - November 2008
Goizueta Business School August 2001 - June 2005
Skills
Financial Modeling, Chartered Financial..., Bloomberg, Fixed Income, Equities, Series 7, Portfolio Management, Bonds, Capital Markets, Retirement Planning, Trading, Asset Allocation, Asset Management, Securities, Bloomberg Terminal, Investment Management, Investment Strategies, Wealth Management, Series 63, Investment Advisory, Series 24, Private Banking, Credit Analysis, Financial Markets, Due Diligence, Investments, High Net Worth..., High Yield, Trading Strategies, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Science (MS), Finance
Emory University - Goizueta Business School 2001 — 2005
Bachelor, Business Administration; Finance, Decision and Information Analysis
Drew Koletsky Drew Koletsky's Merrill Lynch Experience May 2012 - August 2012
Job ABA Therapist at Butterfly Effects
Industry Individual & Family Services
Experience
Butterfly Effects October 2014 - Present
Florida House of Representatives May 2013 - August 2013
Camp Kavod June 2009 - August 2013
PureBrands, LLC August 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Camp Laurel June 2011 - August 2011
Banyan Capital Markets, LLC May 2011 - June 2011
Skills
PowerPoint, Investments, Microsoft Office, Microsoft Word, Research, Economics, Community Outreach, Special Needs..., Social Media, Microsoft Excel, Financial Analysis
Education
Emory University 2010 — 2014
Bachelor of Arts (B.A.), American/United States Studies/Civilization and Economics
Butterfly Effects October 2014 - Present
Florida House of Representatives May 2013 - August 2013
Camp Kavod June 2009 - August 2013
PureBrands, LLC August 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Camp Laurel June 2011 - August 2011
Banyan Capital Markets, LLC May 2011 - June 2011
Skills
PowerPoint, Investments, Microsoft Office, Microsoft Word, Research, Economics, Community Outreach, Special Needs..., Social Media, Microsoft Excel, Financial Analysis
Education
Emory University 2010 — 2014
Bachelor of Arts (B.A.), American/United States Studies/Civilization and Economics
Shannon Fasanella's Merrill Lynch Experience December 2013 - January 2014
Job Student at Emory University
Industry
Experience
Merrill Lynch December 2013 - January 2014
Education
Emory University 2011 — 2015
Trinity College, Dublin
Humanities/Humanistic Studies
Merrill Lynch December 2013 - January 2014
Education
Emory University 2011 — 2015
Trinity College, Dublin
Humanities/Humanistic Studies
William Alisberg William Alisberg's Merrill Lynch Experience June 2011 - August 2011
Job Business Development at TechDay HQ
Industry Financial Services
Experience
TechDay HQ February 2015 - Present
Our America Initiative March 2014 - Present
T3 Trading Group, LLC August 2012 - March 2014
Gary Johnson for President May 2012 - November 2012
Merrill Lynch June 2011 - August 2011
Fator Securities June 2010 - August 2010
Skills
Equities, Equity Trading, Trading, Microsoft Excel, Valuation, Options, Bloomberg, Strategic Thinking, Bloomberg Terminal, Portfolio Management, Financial Markets, Data Analysis, Proficient using..., Series 56 Licensed..., Mentoring, Economics, Strong Quantitative..., Java Programming..., Proficient with..., Pairs Trading, Technical Analysis, Leadership, Python, Analytics, Quantitative Analytics, Business Development, SQL, Microsoft Office, Sales Operations, Conversion Optimization, Probability Theory, Strategic Negotiations
Education
Emory University 2008 — 2012
Bachelor of Arts, Economics and Mathematics
St. Mark's School 2004 — 2008
TechDay HQ February 2015 - Present
Our America Initiative March 2014 - Present
T3 Trading Group, LLC August 2012 - March 2014
Gary Johnson for President May 2012 - November 2012
Merrill Lynch June 2011 - August 2011
Fator Securities June 2010 - August 2010
Skills
Equities, Equity Trading, Trading, Microsoft Excel, Valuation, Options, Bloomberg, Strategic Thinking, Bloomberg Terminal, Portfolio Management, Financial Markets, Data Analysis, Proficient using..., Series 56 Licensed..., Mentoring, Economics, Strong Quantitative..., Java Programming..., Proficient with..., Pairs Trading, Technical Analysis, Leadership, Python, Analytics, Quantitative Analytics, Business Development, SQL, Microsoft Office, Sales Operations, Conversion Optimization, Probability Theory, Strategic Negotiations
Education
Emory University 2008 — 2012
Bachelor of Arts, Economics and Mathematics
St. Mark's School 2004 — 2008
John (Jack) Corcoran John (Jack) Corcoran's Merrill Lynch Experience May 2013 - August 2013
Job Research Coordinator at CBRE
Industry Higher Education
Experience
CBRE June 2015 - Present
Emory University August 2011 - May 2015
CBRE May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Whitemarsh Valley Country Club September 2009 - August 2012
Skills
Time Management, Friendly Demeanor, Fundraising, Leadership, Microsoft Excel, Recruiting, Research
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Emory University
CBRE June 2015 - Present
Emory University August 2011 - May 2015
CBRE May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Whitemarsh Valley Country Club September 2009 - August 2012
Skills
Time Management, Friendly Demeanor, Fundraising, Leadership, Microsoft Excel, Recruiting, Research
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Emory University
David Kreinces's Merrill Lynch Experience August 2004 - November 2007
Job Founder, ETF Portfolio Management (ETF PM) | Financial Advisor
Industry Financial Services
Experience
ETF Portfolio Management (ETF PM) November 2007 - Present
Merrill Lynch August 2004 - November 2007
Kreinces Capital Management, LLC August 1999 - February 2004
Bear Stearns August 1996 - August 1999
Real Estate Consultant June 1992 - August 1996
Skills
Financial Advisory, ETFs, Hedge Funds, Investments, Strategy, Portfolio Management, Fixed Income, Bonds, Financial Risk, Equities, Asset Management, Valuation, Capital Markets, Alternative Investments, Finance
Education
Georgia State University 1994 — 1995
MS, Real Estate Finance
Emory University 1988 — 1992
BBA, Accounting
Half Hollow Hills High School East 1984 — 1988
ETF Portfolio Management (ETF PM) November 2007 - Present
Merrill Lynch August 2004 - November 2007
Kreinces Capital Management, LLC August 1999 - February 2004
Bear Stearns August 1996 - August 1999
Real Estate Consultant June 1992 - August 1996
Skills
Financial Advisory, ETFs, Hedge Funds, Investments, Strategy, Portfolio Management, Fixed Income, Bonds, Financial Risk, Equities, Asset Management, Valuation, Capital Markets, Alternative Investments, Finance
Education
Georgia State University 1994 — 1995
MS, Real Estate Finance
Emory University 1988 — 1992
BBA, Accounting
Half Hollow Hills High School East 1984 — 1988
Federico Persico, CFA's Merrill Lynch Experience June 2006 - February 2008
Job Investor Relations and Business Development at Tilden Park Capital Management
Industry Investment Management
Experience
Tilden Park Capital Management February 2013 - Present
Grosvenor Capital Management February 2012 - October 2012
Grosvenor Capital Management January 2010 - February 2012
Grosvenor Capital Management March 2008 - December 2009
Merrill Lynch June 2006 - February 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Private Equity, Equities, Fixed Income, Bloomberg, Asset Managment, Investments, Capital Markets, Portfolio Management, Asset Allocation, Special Situations, Investment Strategies, Investment Management, Series 7
Education
Emory University 2002 — 2006
Bachelor of Arts (B.A.), Economics
New Trier
Tilden Park Capital Management February 2013 - Present
Grosvenor Capital Management February 2012 - October 2012
Grosvenor Capital Management January 2010 - February 2012
Grosvenor Capital Management March 2008 - December 2009
Merrill Lynch June 2006 - February 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Private Equity, Equities, Fixed Income, Bloomberg, Asset Managment, Investments, Capital Markets, Portfolio Management, Asset Allocation, Special Situations, Investment Strategies, Investment Management, Series 7
Education
Emory University 2002 — 2006
Bachelor of Arts (B.A.), Economics
New Trier
Julie Chang Aggarwal Julie Chang Aggarwal's Merrill Lynch Experience July 2004 - March 2006
Job Private Equity Investor Relations/Fundraising
Industry Venture Capital & Private Equity
Experience
Lazard April 2013 - Present
Palladium Equity Partners April 2010 - June 2012
Credit Suisse March 2006 - April 2010
Merrill Lynch July 2004 - March 2006
Skills
Private Equity, Alternative Investments, Investor Relations, Investment Banking
Education
NYU Stern School of Business 2009 — 2012
MBA, Strategy, Marketing, Management
Emory University
BBA, Business
Lazard April 2013 - Present
Palladium Equity Partners April 2010 - June 2012
Credit Suisse March 2006 - April 2010
Merrill Lynch July 2004 - March 2006
Skills
Private Equity, Alternative Investments, Investor Relations, Investment Banking
Education
NYU Stern School of Business 2009 — 2012
MBA, Strategy, Marketing, Management
Emory University
BBA, Business
Melanie McBride Melanie McBride's Merrill Lynch Experience June 1986 - June 1991
Job High School English Teacher at Wesleyan Christian Academy
Industry Education Management
Experience
Wesleyan Christian Academy August 2015 - Present
Guilford County North Carolina Schools August 2011 - July 2015
Merrill Lynch June 1986 - June 1991
Skills
Public Speaking, Research, Grant Writing, Non-profits, Community Outreach, Educational Technology, Leadership Development, Classroom, Curriculum Development, Staff Development, Program Development, Nonprofits, Higher Education, Teaching, Volunteer Management, Fundraising, Event Planning, Educational Leadership, Tutoring
Education
UNC-Greensboro 2008 — 2011
Bachelor of Science (BS), Middle Grades Education, 4.0
Emory University 1983 — 1984
Master's degree, Audiology/Audiologist and Speech-Language Pathology/Pathologist
Emory University 1979 — 1983
BA, Psychology
Wesleyan Christian Academy August 2015 - Present
Guilford County North Carolina Schools August 2011 - July 2015
Merrill Lynch June 1986 - June 1991
Skills
Public Speaking, Research, Grant Writing, Non-profits, Community Outreach, Educational Technology, Leadership Development, Classroom, Curriculum Development, Staff Development, Program Development, Nonprofits, Higher Education, Teaching, Volunteer Management, Fundraising, Event Planning, Educational Leadership, Tutoring
Education
UNC-Greensboro 2008 — 2011
Bachelor of Science (BS), Middle Grades Education, 4.0
Emory University 1983 — 1984
Master's degree, Audiology/Audiologist and Speech-Language Pathology/Pathologist
Emory University 1979 — 1983
BA, Psychology
Daniel Wise Daniel Wise's Merrill Lynch Experience May 2008 - August 2008
Job MBA Candidate at University of Chicago Booth School of Business
Industry Higher Education
Experience
SpaceX June 2015 - Present
AT&T January 2012 - June 2014
HSBC August 2010 - November 2011
Southwest Airlines May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Data Analysis, Investment Banking, Leveraged Finance, Corporate Finance, Capital Markets, Analytics
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
SpaceX June 2015 - Present
AT&T January 2012 - June 2014
HSBC August 2010 - November 2011
Southwest Airlines May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Data Analysis, Investment Banking, Leveraged Finance, Corporate Finance, Capital Markets, Analytics
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Anthony Tedesco Anthony Tedesco's Merrill Lynch Experience April 2014 - June 2014
Job MBA Student at Fuqua School of Business
Industry Financial Services
Experience
Vanguard May 2015 - Present
Fuqua School of Business August 2014 - Present
Merrill Lynch April 2014 - June 2014
Merrill Lynch April 2012 - January 2014
Raymond James Financial Services Inc., Member FINRA/SIPC February 2012 - April 2012
Raymond James Financial Services Inc., Member FINRA/SIPC March 2011 - February 2012
Raymond James Financial Services Inc., Member FINRA/SIPC May 2010 - March 2011
Jones Day March 2009 - July 2009
Merrill Lynch May 2006 - August 2007
J. Gilbert's Wood-Fired Steaks and Seafood 2002 - 2007
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Investment Banking Institute - Washington, DC 2011 — 2011
Financial Modeling and Valuation Training Program
University of Virginia 2005 — 2008
BA, Economics
Emory University 2004 — 2005
Undeclared
Vanguard May 2015 - Present
Fuqua School of Business August 2014 - Present
Merrill Lynch April 2014 - June 2014
Merrill Lynch April 2012 - January 2014
Raymond James Financial Services Inc., Member FINRA/SIPC February 2012 - April 2012
Raymond James Financial Services Inc., Member FINRA/SIPC March 2011 - February 2012
Raymond James Financial Services Inc., Member FINRA/SIPC May 2010 - March 2011
Jones Day March 2009 - July 2009
Merrill Lynch May 2006 - August 2007
J. Gilbert's Wood-Fired Steaks and Seafood 2002 - 2007
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Investment Banking Institute - Washington, DC 2011 — 2011
Financial Modeling and Valuation Training Program
University of Virginia 2005 — 2008
BA, Economics
Emory University 2004 — 2005
Undeclared
Meredith Cohen Meredith Cohen's Merrill Lynch Experience 1993 - 1996
Job VP Investor Relations at a Hedge Fund
Industry Real Estate
Experience
Hedge fund February 2014 - Present
Higgins Group November 2012 - Present
Charles Schwab 2002 - 2003
Schoenfeld Securities 2000 - 2002
Cantor Fitzgerald 1998 - 2000
J. Goldman & Co. 1996 - 1998
Merrill Lynch 1993 - 1996
Skills
Equities, Finance, Sellers, First Time Home Buyers, Condos, Buyer Representation, Short Sales, New Home Sales, Listings, Single Family Homes, Relocation, Real Estate, Investment Properties, Real Estate Transactions, Foreclosures
Education
Emory University 1990 — 1993
Bachelor of Science (BS), Political Science and Government
Hedge fund February 2014 - Present
Higgins Group November 2012 - Present
Charles Schwab 2002 - 2003
Schoenfeld Securities 2000 - 2002
Cantor Fitzgerald 1998 - 2000
J. Goldman & Co. 1996 - 1998
Merrill Lynch 1993 - 1996
Skills
Equities, Finance, Sellers, First Time Home Buyers, Condos, Buyer Representation, Short Sales, New Home Sales, Listings, Single Family Homes, Relocation, Real Estate, Investment Properties, Real Estate Transactions, Foreclosures
Education
Emory University 1990 — 1993
Bachelor of Science (BS), Political Science and Government
Gilbert Jeffries Gilbert Jeffries's Merrill Lynch Experience May 1998 - February 2004
Job Compliance Executive, Global Banking & Markets at Bank of America
Industry Financial Services
Experience
Bank of America May 2015 - Present
Thomson Reuters January 2014 - January 2015
Thomson Reuters February 2012 - January 2015
Morgan Stanley September 2011 - February 2012
Morgan Stanley October 2007 - January 2012
Morgan Stanley February 2005 - January 2012
Merrill Lynch May 1998 - February 2004
Merrill Lynch August 1995 - May 1998
Merrill Lynch August 1993 - August 1995
Morgan Stanley August 1987 - July 1991
Skills
Equities, Securities, Investment Banking, Financial Services, Financial Regulation, Series 7, Strategy, Financial Markets, Business Analysis, CRM, Fixed Income, Risk Management, Regulatory Compliance, Compliance Management, Product Management
Education
New York University, Stern School of Business 1991 — 1993
MBA, Finance
Emory University - Goizueta Business School 1983 — 1987
BBA, Finance
Bank of America May 2015 - Present
Thomson Reuters January 2014 - January 2015
Thomson Reuters February 2012 - January 2015
Morgan Stanley September 2011 - February 2012
Morgan Stanley October 2007 - January 2012
Morgan Stanley February 2005 - January 2012
Merrill Lynch May 1998 - February 2004
Merrill Lynch August 1995 - May 1998
Merrill Lynch August 1993 - August 1995
Morgan Stanley August 1987 - July 1991
Skills
Equities, Securities, Investment Banking, Financial Services, Financial Regulation, Series 7, Strategy, Financial Markets, Business Analysis, CRM, Fixed Income, Risk Management, Regulatory Compliance, Compliance Management, Product Management
Education
New York University, Stern School of Business 1991 — 1993
MBA, Finance
Emory University - Goizueta Business School 1983 — 1987
BBA, Finance
Gregory A. Padgett, JD Gregory A. Padgett, JD's Merrill Lynch Experience April 2011 - March 2014
Job Regional Vice President Jackson National
Industry Financial Services
Experience
Jackson April 2014 - Present
Merrill Lynch April 2011 - March 2014
Sun Life Financial December 2009 - April 2011
LJH Global Investments May 2009 - December 2009
AXA Equitable 2008 - 2009
Sun Life Financial 2005 - 2008
MetLife Investors 2001 - 2005
Education
Emory University School of Law
JD
The College of William and Mary
BA
Jackson April 2014 - Present
Merrill Lynch April 2011 - March 2014
Sun Life Financial December 2009 - April 2011
LJH Global Investments May 2009 - December 2009
AXA Equitable 2008 - 2009
Sun Life Financial 2005 - 2008
MetLife Investors 2001 - 2005
Education
Emory University School of Law
JD
The College of William and Mary
BA
Robert Bernton's Merrill Lynch Experience July 2007 - August 2007
Job Senior Marketing Consultant at Google
Industry Internet
Experience
Google December 2014 - Present
Google October 2013 - December 2014
Tebowing.com October 2011 - December 2014
The Kosher Express October 2010 - September 2013
Relationship1 September 2009 - October 2010
HBO June 2008 - August 2008
Merrill Lynch July 2007 - August 2007
Skills
Social Media, Entrepreneurship, Strategy, Email Marketing, Marketing, Marketing Strategy, PowerPoint, Strategic Planning, Social Media Marketing, Start-ups, Research, SEM, Financial Modeling, Microsoft Office, Integrated Marketing, Online Advertising, Social Networking, Facebook, Digital Strategy, Online Marketing, Operations Management, Strategic Partnerships, Branding & Identity, Analytics, Competitive Analysis, Market Research, Public Relations, Strategic Communications, Management, Analysis, Sales, Councelling, Optimization
Education
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing & Business Communications
Google December 2014 - Present
Google October 2013 - December 2014
Tebowing.com October 2011 - December 2014
The Kosher Express October 2010 - September 2013
Relationship1 September 2009 - October 2010
HBO June 2008 - August 2008
Merrill Lynch July 2007 - August 2007
Skills
Social Media, Entrepreneurship, Strategy, Email Marketing, Marketing, Marketing Strategy, PowerPoint, Strategic Planning, Social Media Marketing, Start-ups, Research, SEM, Financial Modeling, Microsoft Office, Integrated Marketing, Online Advertising, Social Networking, Facebook, Digital Strategy, Online Marketing, Operations Management, Strategic Partnerships, Branding & Identity, Analytics, Competitive Analysis, Market Research, Public Relations, Strategic Communications, Management, Analysis, Sales, Councelling, Optimization
Education
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing & Business Communications
David Furman's Merrill Lynch Experience June 2001 - September 2001
Job Senior Manager at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte Consulting August 2010 - Present
Deloitte Consulting August 2008 - August 2010
Deloitte Consulting September 2005 - August 2008
Deloitte Consulting July 2004 - September 2005
Raytheon September 2002 - June 2004
Federal Home Loan Bank of Atlanta February 2002 - May 2002
Merrill Lynch June 2001 - September 2001
Fannie Mae May 2000 - September 2000
Skills
Management Consulting, Business Analysis, Business Process..., Process Automation, System Testing, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Requirements Management, Business Requirements, Requirements..., Use Case Analysis, Financial Planning, Financial Analysis, Project Finance, Customer Experience, Excel, PowerPoint, Visio, Word, SAP R/3, SAP BW, Business Objects, Process Consulting, Vision Development, Strategic Planning, IT Strategy, Test Director, RUP, Waterfall, SharePoint, Software Development, Software Documentation, Change Management, Government Contracting, Public Sector Management, Homeland Security, Public Sector, Alternative Workplace..., Performance Management, Strategy, Human Capital, CRM, Analysis, Business Transformation, Business Process, Program Management, SDLC, Business Process Design, Business Process...
Education
Emory University 1998 — 2002
BA, Economics
Cherry Hill East
Deloitte August 2015 - Present
Deloitte Consulting August 2010 - Present
Deloitte Consulting August 2008 - August 2010
Deloitte Consulting September 2005 - August 2008
Deloitte Consulting July 2004 - September 2005
Raytheon September 2002 - June 2004
Federal Home Loan Bank of Atlanta February 2002 - May 2002
Merrill Lynch June 2001 - September 2001
Fannie Mae May 2000 - September 2000
Skills
Management Consulting, Business Analysis, Business Process..., Process Automation, System Testing, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Requirements Management, Business Requirements, Requirements..., Use Case Analysis, Financial Planning, Financial Analysis, Project Finance, Customer Experience, Excel, PowerPoint, Visio, Word, SAP R/3, SAP BW, Business Objects, Process Consulting, Vision Development, Strategic Planning, IT Strategy, Test Director, RUP, Waterfall, SharePoint, Software Development, Software Documentation, Change Management, Government Contracting, Public Sector Management, Homeland Security, Public Sector, Alternative Workplace..., Performance Management, Strategy, Human Capital, CRM, Analysis, Business Transformation, Business Process, Program Management, SDLC, Business Process Design, Business Process...
Education
Emory University 1998 — 2002
BA, Economics
Cherry Hill East
J Drew Feldman J Drew Feldman's Merrill Lynch Experience June 2006 - August 2006
Job Professional Executive Assistant
Industry Executive Office
Experience
Atlantic Food Bars January 2010 - Present
Engauge (US) July 2008 - January 2010
Turner Broadcasting January 2008 - April 2008
Emory Hillel January 2005 - January 2008
The Hershey Company June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Summit Capital Lending June 2005 - August 2005
Skills
Social Media Marketing, Marketing, Social Media, Management, Advertising, Strategy, Digital Marketing, Interactive Marketing, Sales, Marketing Communications, Project Management, Strategic Planning, Marketing Strategy, Leadership, Digital Strategy
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Organizational Management, Marketing, 3.73 GPA
Atlantic Food Bars January 2010 - Present
Engauge (US) July 2008 - January 2010
Turner Broadcasting January 2008 - April 2008
Emory Hillel January 2005 - January 2008
The Hershey Company June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Summit Capital Lending June 2005 - August 2005
Skills
Social Media Marketing, Marketing, Social Media, Management, Advertising, Strategy, Digital Marketing, Interactive Marketing, Sales, Marketing Communications, Project Management, Strategic Planning, Marketing Strategy, Leadership, Digital Strategy
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Organizational Management, Marketing, 3.73 GPA
David Burton David Burton's Merrill Lynch Experience June 2006 - August 2006
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2010 - Present
Wells Fargo Securities July 2008 - July 2010
The White House December 2006 - January 2007
Merrill Lynch June 2006 - August 2006
United States Senate June 2004 - August 2004
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Investment Banking, Financial Analysis, Investments, Capital Markets, Private Equity, Hedge Funds, Alternative Investments, Business Valuation, Series 63
Education
Columbia Business School 2012 — 2013
Emory University 2004 — 2008
Bachelors of Business Administration, Finance & Acccounting
Deutsche Bank August 2010 - Present
Wells Fargo Securities July 2008 - July 2010
The White House December 2006 - January 2007
Merrill Lynch June 2006 - August 2006
United States Senate June 2004 - August 2004
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Investment Banking, Financial Analysis, Investments, Capital Markets, Private Equity, Hedge Funds, Alternative Investments, Business Valuation, Series 63
Education
Columbia Business School 2012 — 2013
Emory University 2004 — 2008
Bachelors of Business Administration, Finance & Acccounting
Simon Wein Simon Wein's Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Analyst Debt Origination & Restructuring at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Goizueta Business School January 2013 - Present
Merrill Lynch June 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Living Real Estate June 2012 - August 2012
Skills
Real Estate Development, Real Estate, Valuation, Investments, Analytics, Strategy, Real Estate Transactions, Brokerage, Start-ups, Data Analysis, Entrepreneurship, Financial Analysis, Analysis, Sales, Private Equity, Venture Capital, Microsoft Excel, PowerPoint, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
BBA, Finance & Accounting
North Shore Hebrew Academy Highschool 2007 — 2011
Raymond James Financial Inc. August 2014 - Present
Goizueta Business School January 2013 - Present
Merrill Lynch June 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Living Real Estate June 2012 - August 2012
Skills
Real Estate Development, Real Estate, Valuation, Investments, Analytics, Strategy, Real Estate Transactions, Brokerage, Start-ups, Data Analysis, Entrepreneurship, Financial Analysis, Analysis, Sales, Private Equity, Venture Capital, Microsoft Excel, PowerPoint, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
BBA, Finance & Accounting
North Shore Hebrew Academy Highschool 2007 — 2011
Daniel Kaufman, CFP®, CRPC®, WMA Daniel Kaufman, CFP®, CRPC®, WMA's Merrill Lynch Experience January 2015 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch August 2014 - Present
Merrill Lynch January 2014 - Present
Merrill Lynch October 2013 - Present
Merrill Lynch February 2012 - Present
Merrill Lynch April 2008 - Present
Skills
Investments, Financial Analysis, Insurance, Series 7, Retirement Planning, Relationship Management, Wealth Management, Estate Planning, Mutual Funds, 401k, Retirement, Securities, Asset Allocation, Investment Advisory, IRAs, Investment Strategies, Finance, Series 63
Education
Emory University 2003 — 2007
Bachelor of Arts, Sociology
Walton High School 1999 — 2003
Merrill Lynch January 2015 - Present
Merrill Lynch August 2014 - Present
Merrill Lynch January 2014 - Present
Merrill Lynch October 2013 - Present
Merrill Lynch February 2012 - Present
Merrill Lynch April 2008 - Present
Skills
Investments, Financial Analysis, Insurance, Series 7, Retirement Planning, Relationship Management, Wealth Management, Estate Planning, Mutual Funds, 401k, Retirement, Securities, Asset Allocation, Investment Advisory, IRAs, Investment Strategies, Finance, Series 63
Education
Emory University 2003 — 2007
Bachelor of Arts, Sociology
Walton High School 1999 — 2003
Eric Ende's Merrill Lynch Experience April 2002 - April 2008
Job Managing Member at BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC
Industry Financial Services
Experience
Silverback Capital, LLC April 2013 - Present
BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC September 2010 - Present
Ende BioMedical Consulting Group, Inc. April 2009 - Present
Silverback Group April 2008 - August 2014
Merrill Lynch April 2002 - April 2008
Banc of America Securities March 2000 - April 2002
Lehman Brothers August 1997 - March 2000
Skills
Equities, Venture Capital, Investments, Equity Research, Risk Management, Biotechnology, Investment Banking, Valuation, Hedge Funds, Financial Modeling, Capital Markets, Portfolio Management, Alternative Investments, Trading, Due Diligence, Investor Relations, Private Equity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance & Accounting
Icahn School of Medicine at Mount Sinai 1990 — 1994
MD, Surgery; Medicine
Emory University 1986 — 1990
BS, Biology, Psychology
Silverback Capital, LLC April 2013 - Present
BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC September 2010 - Present
Ende BioMedical Consulting Group, Inc. April 2009 - Present
Silverback Group April 2008 - August 2014
Merrill Lynch April 2002 - April 2008
Banc of America Securities March 2000 - April 2002
Lehman Brothers August 1997 - March 2000
Skills
Equities, Venture Capital, Investments, Equity Research, Risk Management, Biotechnology, Investment Banking, Valuation, Hedge Funds, Financial Modeling, Capital Markets, Portfolio Management, Alternative Investments, Trading, Due Diligence, Investor Relations, Private Equity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance & Accounting
Icahn School of Medicine at Mount Sinai 1990 — 1994
MD, Surgery; Medicine
Emory University 1986 — 1990
BS, Biology, Psychology
Thomas Nguyen Thomas Nguyen's Merrill Lynch Experience October 2012 - December 2012
Job Analyst at The Valence Group
Industry Investment Banking
Experience
The Valence Group April 2014 - Present
Deutsche Bank July 2013 - April 2014
Merrill Lynch October 2012 - December 2012
National Science Foundation June 2012 - August 2012
Skills
Financial Analysis, Econometrics, Corporate Finance, Microeconomics, Mergers & Acquisitions, Microsoft Excel, Capital IQ, Bloomberg
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
London School of Economics and Political Science 2011 — 2012
General Course, Economics
Memphis University School
The Valence Group April 2014 - Present
Deutsche Bank July 2013 - April 2014
Merrill Lynch October 2012 - December 2012
National Science Foundation June 2012 - August 2012
Skills
Financial Analysis, Econometrics, Corporate Finance, Microeconomics, Mergers & Acquisitions, Microsoft Excel, Capital IQ, Bloomberg
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
London School of Economics and Political Science 2011 — 2012
General Course, Economics
Memphis University School
Stephanie Khurana's Merrill Lynch Experience June 2006 - August 2006
Job Product Development
Industry Banking
Experience
SunTrust March 2015 - Present
SunTrust January 2014 - March 2015
CSE March 2010 - January 2014
Deloitte February 2008 - February 2009
Best Buy May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Excel, Market Research, Analytics, Microsoft Office, Social Media Measurement, Marketing Strategy, Digital Marketing, Financial Modeling, Microsoft Excel, Valuation, Tableau, Competitive Analysis, Strategy, Business Strategy, Social Media Marketing, Mobile Marketing, Data Analysis
Education
Emory University
Emory University - Goizueta Business School
BBA, Finance
SunTrust March 2015 - Present
SunTrust January 2014 - March 2015
CSE March 2010 - January 2014
Deloitte February 2008 - February 2009
Best Buy May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Excel, Market Research, Analytics, Microsoft Office, Social Media Measurement, Marketing Strategy, Digital Marketing, Financial Modeling, Microsoft Excel, Valuation, Tableau, Competitive Analysis, Strategy, Business Strategy, Social Media Marketing, Mobile Marketing, Data Analysis
Education
Emory University
Emory University - Goizueta Business School
BBA, Finance
Lauren Feuer Lauren Feuer's Merrill Lynch Experience June 2008 - January 2010
Job President at Magnificent Baby
Industry Apparel & Fashion
Experience
Magnificent Baby January 2010 - Present
Merrill Lynch June 2008 - January 2010
Bank of America Merrill Lynch June 2008 - January 2010
UBS September 2003 - June 2008
Olympia Capital July 2001 - February 2003
Education
New York University 2001 — 2003
Master of Science, Real Estate Finance & Development
Emory University 1997 — 2001
Bachelor of Arts, Economics
Magnificent Baby January 2010 - Present
Merrill Lynch June 2008 - January 2010
Bank of America Merrill Lynch June 2008 - January 2010
UBS September 2003 - June 2008
Olympia Capital July 2001 - February 2003
Education
New York University 2001 — 2003
Master of Science, Real Estate Finance & Development
Emory University 1997 — 2001
Bachelor of Arts, Economics
Douglas Rosen Douglas Rosen's Merrill Lynch Experience August 2006 - June 2010
Job Vice President Private Wealth Advisor at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2010 - Present
Merrill Lynch August 2006 - June 2010
Northern Trust 2002 - 2006
Aon 2000 - 2001
Skills
Investment Management, Estate Planning, High Net Worth..., Wealth, Investments, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance, Management & Strategy, Marketing
Emory University 1995 — 1999
Bachelor's degree
Goldman Sachs June 2010 - Present
Merrill Lynch August 2006 - June 2010
Northern Trust 2002 - 2006
Aon 2000 - 2001
Skills
Investment Management, Estate Planning, High Net Worth..., Wealth, Investments, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance, Management & Strategy, Marketing
Emory University 1995 — 1999
Bachelor's degree
Jack Dellecker's Merrill Lynch Experience June 2009 - June 2012
Job Senior Development Associate at Carter
Industry Real Estate
Experience
Carter September 2014 - Present
Carter May 2014 - September 2014
Granite Properties February 2013 - April 2014
Merrill Lynch June 2009 - June 2012
Credit Suisse June 2008 - August 2008
United States Senate June 2006 - August 2006
Skills
Microsoft Excel, Teamwork, Financial Advisory, Sales, Argus Modeling, Series 7, Series 66, Asset Managment, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Wealth Management, Valuation, Asset Management, Financial Services, Due Diligence, Corporate Finance
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Real Estate
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Finance and History
Carter September 2014 - Present
Carter May 2014 - September 2014
Granite Properties February 2013 - April 2014
Merrill Lynch June 2009 - June 2012
Credit Suisse June 2008 - August 2008
United States Senate June 2006 - August 2006
Skills
Microsoft Excel, Teamwork, Financial Advisory, Sales, Argus Modeling, Series 7, Series 66, Asset Managment, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Wealth Management, Valuation, Asset Management, Financial Services, Due Diligence, Corporate Finance
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Real Estate
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Finance and History
Shabnum Gulati Shabnum Gulati's Merrill Lynch Experience June 2011 - June 2012
Job Associate Management Consultant at Capco
Industry Management Consulting
Experience
Capco 2015 - Present
Gap Year July 2013 - August 2014
The Coca-Cola Company May 2012 - August 2012
Merrill Lynch June 2011 - June 2012
Kopali Organics May 2010 - August 2010
Emory Wheel Newspaper September 2009 - May 2010
Patel Law Firm June 2009 - May 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Leadership, Data Analysis, PowerPoint, Microsoft Office, Strategy, Event Planning, Finance, Analysis, Microsoft Word, Public Speaking, Research, Social Media
Education
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance and Strategic Consulting
John P. Stevens High School 2005 — 2009
ESADE Business & Law School
Capco 2015 - Present
Gap Year July 2013 - August 2014
The Coca-Cola Company May 2012 - August 2012
Merrill Lynch June 2011 - June 2012
Kopali Organics May 2010 - August 2010
Emory Wheel Newspaper September 2009 - May 2010
Patel Law Firm June 2009 - May 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Leadership, Data Analysis, PowerPoint, Microsoft Office, Strategy, Event Planning, Finance, Analysis, Microsoft Word, Public Speaking, Research, Social Media
Education
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance and Strategic Consulting
John P. Stevens High School 2005 — 2009
ESADE Business & Law School
Robert A. Leggett, III, CFA, CFP Robert A. Leggett, III, CFA, CFP's Merrill Lynch Experience 1999 - 2006
Job Managing Partner at Emerald Investment Partners
Industry Financial Services
Experience
Emerald Investment Partners December 2013 - Present
UBS Financial Services, Inc. 2006 - December 2013
Merrill Lynch 1999 - 2006
Leggett Stores 1985 - 1997
Mays & Valentine (Now Troutman & Saunders) 1982 - 1985
Education
University of Richmond
Doctor of Law (J.D.), McNeill Law Society
Emory University
Bachelor of Science (B.S.), Business Administration, Summa Cum Laude
Emerald Investment Partners December 2013 - Present
UBS Financial Services, Inc. 2006 - December 2013
Merrill Lynch 1999 - 2006
Leggett Stores 1985 - 1997
Mays & Valentine (Now Troutman & Saunders) 1982 - 1985
Education
University of Richmond
Doctor of Law (J.D.), McNeill Law Society
Emory University
Bachelor of Science (B.S.), Business Administration, Summa Cum Laude
Jason Kaplan's Merrill Lynch Experience 1992 - 1996
Job Changing retailer/customers relationships with a Wearable Marketing Platform
Industry Information Technology and Services
Experience
Milestone Sports November 2012 - Present
Sensics February 2010 - January 2013
Nominum January 2009 - February 2010
Motista (formerly Brand Informatics, Inc) October 2007 - August 2008
Group 1 Software / Pitney Bowes July 2006 - September 2007
Pando Networks March 2005 - June 2006
Ultrabridge December 2001 - January 2005
Akamai 1999 - 2001
Digex 1997 - 1999
Merrill Lynch 1992 - 1996
Skills
Start-ups, Account Management, Business Development, Direct Sales, SaaS, Leadership, Building teams, growing revenue, Listening, motivating, Team Building, Motivation, Strategic Partnerships, Enterprise Software, Product Marketing, CRM, Strategy, Business Strategy, Sales Management, Go-to-market Strategy, Sales Operations, Sales Process, Sales, Lead Generation, Salesforce.com, Solution Selling, Business Planning, Entrepreneurship, Professional Services, New Business Development, Program Management, Selling, Competitive Analysis, International Sales, Product Development, Cloud Computing, Analytics, Mobile Devices, Software Industry, Partner Management, Product Management, Business Intelligence, Sales Enablement, B2B, Executive Management, Managed Services, Product Launch, Management, E-commerce, Cross-functional Team...
Education
Emory University 1986 — 1990
BBA, Finance
The Park School 1982 — 1986
Milestone Sports November 2012 - Present
Sensics February 2010 - January 2013
Nominum January 2009 - February 2010
Motista (formerly Brand Informatics, Inc) October 2007 - August 2008
Group 1 Software / Pitney Bowes July 2006 - September 2007
Pando Networks March 2005 - June 2006
Ultrabridge December 2001 - January 2005
Akamai 1999 - 2001
Digex 1997 - 1999
Merrill Lynch 1992 - 1996
Skills
Start-ups, Account Management, Business Development, Direct Sales, SaaS, Leadership, Building teams, growing revenue, Listening, motivating, Team Building, Motivation, Strategic Partnerships, Enterprise Software, Product Marketing, CRM, Strategy, Business Strategy, Sales Management, Go-to-market Strategy, Sales Operations, Sales Process, Sales, Lead Generation, Salesforce.com, Solution Selling, Business Planning, Entrepreneurship, Professional Services, New Business Development, Program Management, Selling, Competitive Analysis, International Sales, Product Development, Cloud Computing, Analytics, Mobile Devices, Software Industry, Partner Management, Product Management, Business Intelligence, Sales Enablement, B2B, Executive Management, Managed Services, Product Launch, Management, E-commerce, Cross-functional Team...
Education
Emory University 1986 — 1990
BBA, Finance
The Park School 1982 — 1986
Timothee Atenda Timothee Atenda's Merrill Lynch Experience September 2003 - August 2005
Job Branding Consultant
Industry Public Relations and Communications
Experience
Atenda Consulting Group July 2009 - Present
Merrill Lynch September 2003 - August 2005
Education
Emory University - Goizueta Business School 2003 — 2005
master
Atenda Consulting Group July 2009 - Present
Merrill Lynch September 2003 - August 2005
Education
Emory University - Goizueta Business School 2003 — 2005
master
Alan Williamson Alan Williamson's Merrill Lynch Experience April 1994 - August 2006
Job Director, Financial Crime Compliance, Barclays Wealth and Investment Management, Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management, Americas June 2013 - Present
Wells Fargo Advisors March 2010 - June 2013
KPMG Advisory December 2008 - February 2010
HSBC August 2006 - December 2008
Merrill Lynch April 1994 - August 2006
Morvillo Abramowitz Grand Iason Anello & Bohrer August 1989 - April 1994
Skills
Investigations, AML, Compliance, Investment Banking, Banking, Fraud, Private Banking, Securities
Education
New York University School of Law 1986 — 1989
JD, Law
Emory University 1974 — 1976
BA, Humanities
Georgia Institute of Technology 1971 — 1973
Mathematics
Barclays Wealth and Investment Management, Americas June 2013 - Present
Wells Fargo Advisors March 2010 - June 2013
KPMG Advisory December 2008 - February 2010
HSBC August 2006 - December 2008
Merrill Lynch April 1994 - August 2006
Morvillo Abramowitz Grand Iason Anello & Bohrer August 1989 - April 1994
Skills
Investigations, AML, Compliance, Investment Banking, Banking, Fraud, Private Banking, Securities
Education
New York University School of Law 1986 — 1989
JD, Law
Emory University 1974 — 1976
BA, Humanities
Georgia Institute of Technology 1971 — 1973
Mathematics
Mikhail Brandon's Merrill Lynch Experience June 2005 - July 2005
Job Associate at Perkins Coie LLP
Industry Law Practice
Experience
Perkins Coie LLP 2014 - Present
USC Intellectual Property and Technology Law Clinic August 2013 - May 2014
Perkins Coie LLP May 2013 - August 2013
CBS Corporation May 2012 - July 2012
State Bar of California - Cyberspace Law Committee October 2011 - May 2012
Black Apple International August 2009 - July 2010
The Emory Wheel September 2005 - April 2009
Democratic Party of Georgia May 2008 - August 2008
Merrill Lynch June 2005 - July 2005
Skills
Document Drafting, Event Planning, Contract Review, Writing Skills, Legal Research, Team Management, Editing, Blogging, Press Releases, Music, Event Management, Copyright Law, Contract Management, Licensing, Entertainment, Facebook, Music Licensing, New Media, Film, Digital Media, Television, Start-ups, Intellectual Property, Corporate Law, Social Networking, Entertainment Law, Video Production, Publishing, Editorial
Education
University of Southern California - Marshall School of Business 2012 — 2014
MBA, Business
University of Southern California Law School 2010 — 2014
JD, Law
Emory University 2005 — 2009
High Honors, Bachelor of Arts, International Relations, Economics
Sciences Po 2006 — 2006
European Political Economy (summer program)
Stanford Unversity 2004 — 2004
Foreign Policy; Economics (Summer Program)
Perkins Coie LLP 2014 - Present
USC Intellectual Property and Technology Law Clinic August 2013 - May 2014
Perkins Coie LLP May 2013 - August 2013
CBS Corporation May 2012 - July 2012
State Bar of California - Cyberspace Law Committee October 2011 - May 2012
Black Apple International August 2009 - July 2010
The Emory Wheel September 2005 - April 2009
Democratic Party of Georgia May 2008 - August 2008
Merrill Lynch June 2005 - July 2005
Skills
Document Drafting, Event Planning, Contract Review, Writing Skills, Legal Research, Team Management, Editing, Blogging, Press Releases, Music, Event Management, Copyright Law, Contract Management, Licensing, Entertainment, Facebook, Music Licensing, New Media, Film, Digital Media, Television, Start-ups, Intellectual Property, Corporate Law, Social Networking, Entertainment Law, Video Production, Publishing, Editorial
Education
University of Southern California - Marshall School of Business 2012 — 2014
MBA, Business
University of Southern California Law School 2010 — 2014
JD, Law
Emory University 2005 — 2009
High Honors, Bachelor of Arts, International Relations, Economics
Sciences Po 2006 — 2006
European Political Economy (summer program)
Stanford Unversity 2004 — 2004
Foreign Policy; Economics (Summer Program)
Jiayi Joy Nie Jiayi Joy Nie's Merrill Lynch Experience August 2014 - October 2014
Job MS Finance Candidate at Simon Business School
Industry Financial Services
Experience
Merrill Lynch August 2014 - October 2014
Industrial and Commercial Bank of China Financial Services LLC July 2013 - August 2013
Skills
Research, Analysis, Public Relations, Data Analysis, Financial Modeling, Marketing, Photoshop, Microsoft Office, Social Media, Adobe Creative Suite, Microsoft Excel, PowerPoint
Education
University of Rochester - Simon Business School 2015 — 2016
Master’s Degree, Finance
Emory University - Goizueta Business School 2013 — 2015
Bachelor’s Degree, Finance, Film and Media Management, 3.75/4.0
Emory University 2011 — 2013
Bachelor’s Degree, Business Administration
First High School of Changsha 2008 — 2011
Merrill Lynch August 2014 - October 2014
Industrial and Commercial Bank of China Financial Services LLC July 2013 - August 2013
Skills
Research, Analysis, Public Relations, Data Analysis, Financial Modeling, Marketing, Photoshop, Microsoft Office, Social Media, Adobe Creative Suite, Microsoft Excel, PowerPoint
Education
University of Rochester - Simon Business School 2015 — 2016
Master’s Degree, Finance
Emory University - Goizueta Business School 2013 — 2015
Bachelor’s Degree, Finance, Film and Media Management, 3.75/4.0
Emory University 2011 — 2013
Bachelor’s Degree, Business Administration
First High School of Changsha 2008 — 2011
Jeremy Lichtman Jeremy Lichtman's Merrill Lynch Experience May 2009 - August 2009
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Ted Chappell ☁'s Merrill Lynch Experience May 1992 - January 1993
Job
Industry Information Technology and Services
Experience
Run Consultants June 2012 - Present
RunMobile March 2012 - Present
Corus360 December 2007 - September 2012
Optimus Solutions September 2005 - December 2007
Eagle Technology Consultants August 1997 - September 2005
GE Capital July 1995 - July 1997
Universal Data Consultants/GECITS 1995 - 1997
MetLife June 1993 - June 1995
Merrill Lynch May 1992 - January 1993
Skills
Cloud Computing, Enterprise Software, Mobile Devices, Professional Services, Management, Consulting, SaaS, Disaster Recovery, Business Intelligence, Integration, Leadership, Enterprise Architecture, Solution Selling, Solution Architecture, Salesforce.com, Data Center, IT Strategy, Outsourcing, Virtualization, Program Management, Managed Services, IT Service Management, Information Technology, Software Development, Pre-sales, Storage, Project Management, Strategy, IT Management, Vendor Management, Mobile Enterprise, CRM, Business Process..., Project Portfolio..., Account Management, Business Continuity, Security, Team Management, ERP, Business Process, IT Outsourcing, Certified..., Salesforce.com..., Salesforce.com..., Salesforce.com...
Education
Emory University 1989 — 2003
BA, Math, Economics
Oxford College 1989 — 1991
Associate of Arts (AA)
Run Consultants June 2012 - Present
RunMobile March 2012 - Present
Corus360 December 2007 - September 2012
Optimus Solutions September 2005 - December 2007
Eagle Technology Consultants August 1997 - September 2005
GE Capital July 1995 - July 1997
Universal Data Consultants/GECITS 1995 - 1997
MetLife June 1993 - June 1995
Merrill Lynch May 1992 - January 1993
Skills
Cloud Computing, Enterprise Software, Mobile Devices, Professional Services, Management, Consulting, SaaS, Disaster Recovery, Business Intelligence, Integration, Leadership, Enterprise Architecture, Solution Selling, Solution Architecture, Salesforce.com, Data Center, IT Strategy, Outsourcing, Virtualization, Program Management, Managed Services, IT Service Management, Information Technology, Software Development, Pre-sales, Storage, Project Management, Strategy, IT Management, Vendor Management, Mobile Enterprise, CRM, Business Process..., Project Portfolio..., Account Management, Business Continuity, Security, Team Management, ERP, Business Process, IT Outsourcing, Certified..., Salesforce.com..., Salesforce.com..., Salesforce.com...
Education
Emory University 1989 — 2003
BA, Math, Economics
Oxford College 1989 — 1991
Associate of Arts (AA)
Anand Vasudev Anand Vasudev's Merrill Lynch Experience 1999 - 1999
Job Equivital Vice President of Strategy & Operations, The Americas
Industry Medical Devices
Experience
Equivital March 2014 - Present
Page Group April 2012 - February 2014
Echelon LLC January 2005 - June 2010
The Home Depot, Inc August 2001 - January 2005
The Home Depot, Inc August 2001 - January 2005
Philips 2000 - 2000
Merrill Lynch 1999 - 1999
Skills
Business Strategy, Sales Management, Business Development, SaaS, Cloud Computing, Professional Services, Project Portfolio..., Innovative Problem..., Executive Development, Client Relationship..., Financial Planning, Placement Services, Financial Reporting, Financial Modeling, Technical Recruiting, Financial Analysis, Quantitative Analysis, Social Media, Social Networking, Stakeholder Engagement, Product Marketing, Market Research, Risk Management, Contract Negotiation, Platforms, Executive Reporting, Executive Communications, Presentation Development, Technology Services, CRM, Strategic Financial..., Recruiting, Strategy, Management Consulting, Cross-functional Team..., Lead Generation, Strategic Planning, Leadership, Finance, Quantitative Analytics, Communication Training
Education
New York University 2012 — 2012
Post Graduate:
Emory University 1997 — 2001
BBA
Berkeley Preparatory School 1993 — 1997
Equivital March 2014 - Present
Page Group April 2012 - February 2014
Echelon LLC January 2005 - June 2010
The Home Depot, Inc August 2001 - January 2005
The Home Depot, Inc August 2001 - January 2005
Philips 2000 - 2000
Merrill Lynch 1999 - 1999
Skills
Business Strategy, Sales Management, Business Development, SaaS, Cloud Computing, Professional Services, Project Portfolio..., Innovative Problem..., Executive Development, Client Relationship..., Financial Planning, Placement Services, Financial Reporting, Financial Modeling, Technical Recruiting, Financial Analysis, Quantitative Analysis, Social Media, Social Networking, Stakeholder Engagement, Product Marketing, Market Research, Risk Management, Contract Negotiation, Platforms, Executive Reporting, Executive Communications, Presentation Development, Technology Services, CRM, Strategic Financial..., Recruiting, Strategy, Management Consulting, Cross-functional Team..., Lead Generation, Strategic Planning, Leadership, Finance, Quantitative Analytics, Communication Training
Education
New York University 2012 — 2012
Post Graduate:
Emory University 1997 — 2001
BBA
Berkeley Preparatory School 1993 — 1997
Jonathan Kessler's Merrill Lynch Experience January 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch August 2011 - January 2014
Medical College of Georgia May 2010 - July 2010
Skills
Financial Modeling, Investments, Economics, Microsoft Excel, Series 7, Valuation, Financial Analysis, Analysis, Financial Advisory, Bloomberg, Stata, Equity Valuation
Education
Emory University 2007 — 2011
Economics
Merrill Lynch January 2014 - Present
Merrill Lynch August 2011 - January 2014
Medical College of Georgia May 2010 - July 2010
Skills
Financial Modeling, Investments, Economics, Microsoft Excel, Series 7, Valuation, Financial Analysis, Analysis, Financial Advisory, Bloomberg, Stata, Equity Valuation
Education
Emory University 2007 — 2011
Economics
Angie Tang Angie Tang's Merrill Lynch Experience September 2007 - February 2008
Job Business Controls Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2013 - Present
Bank of America October 2012 - November 2013
Bank of America May 2011 - October 2012
The CSI Companies August 2009 - May 2011
FICKLE PICKLE, INC. April 2008 - August 2009
Merrill Lynch September 2007 - February 2008
Chase Home Finance April 2006 - September 2007
Countrywide Home Loans September 2005 - April 2006
PHH Mortgage March 2003 - September 2005
Emory University School of Medicine September 2001 - May 2002
Education
Emory University 1998 — 2002
Bachelors, Economics
Emory University 1998 — 2002
Bachelor's degree, International Economics
Bank of America November 2013 - Present
Bank of America October 2012 - November 2013
Bank of America May 2011 - October 2012
The CSI Companies August 2009 - May 2011
FICKLE PICKLE, INC. April 2008 - August 2009
Merrill Lynch September 2007 - February 2008
Chase Home Finance April 2006 - September 2007
Countrywide Home Loans September 2005 - April 2006
PHH Mortgage March 2003 - September 2005
Emory University School of Medicine September 2001 - May 2002
Education
Emory University 1998 — 2002
Bachelors, Economics
Emory University 1998 — 2002
Bachelor's degree, International Economics
Daniel Carroll, CFA Daniel Carroll, CFA's Merrill Lynch Experience June 1992 - June 1993
Job Equity Research Consulting & Investment Management
Industry Investment Management
Experience
Equity Consulting and Investment Management August 2015 - Present
Century Management May 2008 - August 2015
River Forest Investment Management October 2006 - April 2008
OppenheimerFunds, Gulf Investment Management May 2000 - September 2006
Verity Investment Management April 1998 - November 1999
Barnett Bank Capital Advisors June 1997 - April 1998
Barnett Bank Capital Advisors June 1993 - August 1995
Merrill Lynch June 1992 - June 1993
Skills
Valuation, Portfolio Management, Equity Research, Equities, Investment Banking, Fundamental Analysis, Investment Management, Stock Picking, Investments, Alternative Investments, Asset Managment, Investment Strategies, Microsoft Excel, Microsoft Word, Factset, Financial Modeling, Finance
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance
University of Florida 1988 — 1992
BA, Economics, Mathematics, Russian
Chartered Financial Analyst Designation (1999)
GRE: 1600 (2006, perfect score), GMAT: 760 (2007, 99th %ile)
Equity Consulting and Investment Management August 2015 - Present
Century Management May 2008 - August 2015
River Forest Investment Management October 2006 - April 2008
OppenheimerFunds, Gulf Investment Management May 2000 - September 2006
Verity Investment Management April 1998 - November 1999
Barnett Bank Capital Advisors June 1997 - April 1998
Barnett Bank Capital Advisors June 1993 - August 1995
Merrill Lynch June 1992 - June 1993
Skills
Valuation, Portfolio Management, Equity Research, Equities, Investment Banking, Fundamental Analysis, Investment Management, Stock Picking, Investments, Alternative Investments, Asset Managment, Investment Strategies, Microsoft Excel, Microsoft Word, Factset, Financial Modeling, Finance
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance
University of Florida 1988 — 1992
BA, Economics, Mathematics, Russian
Chartered Financial Analyst Designation (1999)
GRE: 1600 (2006, perfect score), GMAT: 760 (2007, 99th %ile)
Adam Stein Adam Stein's Merrill Lynch Experience July 1998 - July 2000
Job Ares Management, Private Equity
Industry Investment Management
Experience
Ares Management September 2000 - Present
Merrill Lynch July 1998 - July 2000
Skills
Private Equity
Education
Emory University - Goizueta Business School 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Ares Management September 2000 - Present
Merrill Lynch July 1998 - July 2000
Skills
Private Equity
Education
Emory University - Goizueta Business School 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Jason Caplan's Merrill Lynch Experience June 2011 - Present
Job Founder at The Bridge Institute
Industry Music
Experience
Merrill Lynch June 2011 - Present
The Bridge Institute April 2006 - Present
Intunation, LLC April 2005 - Present
Skills
Music, Guitar, Intercultural..., Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Teaching, Leadership, Social Networking
Education
Yeshiva University 2000 — 2005
Talmud - Sephardic Beit Midrash
Emory University 1996 — 1999
Bachelor of Arts (B.A.), History
Merrill Lynch June 2011 - Present
The Bridge Institute April 2006 - Present
Intunation, LLC April 2005 - Present
Skills
Music, Guitar, Intercultural..., Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Teaching, Leadership, Social Networking
Education
Yeshiva University 2000 — 2005
Talmud - Sephardic Beit Midrash
Emory University 1996 — 1999
Bachelor of Arts (B.A.), History
Robert Finger Robert Finger's Merrill Lynch Experience June 2012 - July 2012
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Goizueta Investment Management Group September 2013 - January 2015
First Manhattan Co. June 2014 - August 2014
Vineyard Vines August 2013 - July 2014
Yost Capital Management July 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Tulcan Investments January 2011 - January 2011
Skills
Market Research, Statistics, Student Affairs, Venture Capital, Wealth Management, Hedge Funds, Private Equity, Financial Analysis, French, Accounting, Private Banking
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Emory University 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Finance
The Kinkaid School 2007 — 2011
High School Diploma
SunTrust Robinson Humphrey June 2015 - Present
Goizueta Investment Management Group September 2013 - January 2015
First Manhattan Co. June 2014 - August 2014
Vineyard Vines August 2013 - July 2014
Yost Capital Management July 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Tulcan Investments January 2011 - January 2011
Skills
Market Research, Statistics, Student Affairs, Venture Capital, Wealth Management, Hedge Funds, Private Equity, Financial Analysis, French, Accounting, Private Banking
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Emory University 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Finance
The Kinkaid School 2007 — 2011
High School Diploma
Rachel Schoenfeld's Merrill Lynch Experience June 2015 - August 2015
Job College BBA Junior Seeking Consulting or Marketing Internship
Industry Management Consulting
Experience
Merrill Lynch June 2015 - August 2015
NewBlue, Inc June 2014 - August 2014
Trip of a Lifetime January 2014 - May 2014
MedImpact Healthcare Systems, Inc. June 2013 - August 2013
Skills
Leadership, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork, Marketing, Social Networking
Education
Emory University - Goizueta Business School 2013 — 2017
Expected Bachelor of Business Administration, Marketing and Strategy and Management Consulting
Universidad Pontificia Comillas 2015 — 2015
La Jolla Country Day School 2005 — 2013
High School Diploma
Merrill Lynch June 2015 - August 2015
NewBlue, Inc June 2014 - August 2014
Trip of a Lifetime January 2014 - May 2014
MedImpact Healthcare Systems, Inc. June 2013 - August 2013
Skills
Leadership, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork, Marketing, Social Networking
Education
Emory University - Goizueta Business School 2013 — 2017
Expected Bachelor of Business Administration, Marketing and Strategy and Management Consulting
Universidad Pontificia Comillas 2015 — 2015
La Jolla Country Day School 2005 — 2013
High School Diploma
Adam Goodman Adam Goodman's Merrill Lynch Experience 2007 - 2007
Job Associate at Pepper Hamilton LLP
Industry Law Practice
Experience
Pepper Hamilton LLP September 2012 - Present
Pepper Hamilton LLP May 2011 - July 2011
United States Court of Appeals for the Third Circuit May 2010 - August 2010
ClearLeap June 2009 - September 2009
CNN June 2008 - May 2009
ESPN September 2008 - December 2008
Yushi May 2007 - September 2007
Merrill Lynch 2007 - 2007
Skills
Social Media, Writing, Analysis, Editing, Research, Legal Research, Public Relations, Trademarks, Public Policy, Negotiation, Corporate Law, Legal Writing, Marketing, Management
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.)
Emory University - Goizueta Business School 2005 — 2009
B.B.A., Finance, Information Systems and Operations Management
Suncoast Community High School 2001 — 2005
Pepper Hamilton LLP September 2012 - Present
Pepper Hamilton LLP May 2011 - July 2011
United States Court of Appeals for the Third Circuit May 2010 - August 2010
ClearLeap June 2009 - September 2009
CNN June 2008 - May 2009
ESPN September 2008 - December 2008
Yushi May 2007 - September 2007
Merrill Lynch 2007 - 2007
Skills
Social Media, Writing, Analysis, Editing, Research, Legal Research, Public Relations, Trademarks, Public Policy, Negotiation, Corporate Law, Legal Writing, Marketing, Management
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.)
Emory University - Goizueta Business School 2005 — 2009
B.B.A., Finance, Information Systems and Operations Management
Suncoast Community High School 2001 — 2005
Austin Solem's Merrill Lynch Experience May 2007 - August 2007
Job Senior Financial Analyst at AmeriCold Logistics, LLC
Industry Financial Services
Experience
AmeriCold Logistics, LLC. August 2014 - Present
United Parcel Service May 2012 - August 2014
United Parcel Service September 2010 - May 2012
CAR Financial Services November 2008 - September 2010
Merrill Lynch May 2007 - August 2007
Skills
Accounting, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, Finance, Financial Reporting, Forecasting, PowerPoint, Data Analysis, Cash Flow, Portfolio Management, Analysis, Cash Management, Management, Process Improvement
Education
Emory University - Goizueta Business School 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Capital Markets
Maastricht University 2014 — 2014
European Residency, Finance and Economics
University of Georgia - Terry College of Business 2004 — 2008
B.B.A, Finance
AmeriCold Logistics, LLC. August 2014 - Present
United Parcel Service May 2012 - August 2014
United Parcel Service September 2010 - May 2012
CAR Financial Services November 2008 - September 2010
Merrill Lynch May 2007 - August 2007
Skills
Accounting, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, Finance, Financial Reporting, Forecasting, PowerPoint, Data Analysis, Cash Flow, Portfolio Management, Analysis, Cash Management, Management, Process Improvement
Education
Emory University - Goizueta Business School 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Capital Markets
Maastricht University 2014 — 2014
European Residency, Finance and Economics
University of Georgia - Terry College of Business 2004 — 2008
B.B.A, Finance
Sachin U. Patel Sachin U. Patel's Merrill Lynch Experience 2003 - 2006
Job Managing Principal at American Life Atlanta EB5 Regional Center
Industry Real Estate
Experience
American Life Atlanta EB-5 Regional Center January 2007 - Present
NMS Capital Advisors, LLC February 2015 - Present
Merrill Lynch 2003 - 2006
American Express 2001 - 2002
Skills
Wealth Preservation..., Multi-generational..., Commercial Real Estate, Investment Properties, U.S. Immigration, Hotels, Wealth Management, Contract Negotiation, Negotiation, Real Estate Development, Real Estate Economics, Brokerage, Financial Analysis, Finance, Business Strategy, Management, Investments, Mergers & Acquisitions, Strategic Planning, Banking, Due Diligence, Asset Management
Education
Emory University 1999 — 2001
Bachelor of Arts (BA), Economics
Oxford College 1997 — 1999
Associate of Arts (A.A.)
American Life Atlanta EB-5 Regional Center January 2007 - Present
NMS Capital Advisors, LLC February 2015 - Present
Merrill Lynch 2003 - 2006
American Express 2001 - 2002
Skills
Wealth Preservation..., Multi-generational..., Commercial Real Estate, Investment Properties, U.S. Immigration, Hotels, Wealth Management, Contract Negotiation, Negotiation, Real Estate Development, Real Estate Economics, Brokerage, Financial Analysis, Finance, Business Strategy, Management, Investments, Mergers & Acquisitions, Strategic Planning, Banking, Due Diligence, Asset Management
Education
Emory University 1999 — 2001
Bachelor of Arts (BA), Economics
Oxford College 1997 — 1999
Associate of Arts (A.A.)
Alan Rivkin Alan Rivkin's Merrill Lynch Experience June 2007 - August 2007
Job Regulatory Reporting Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2011 - July 2013
E*TRADE Financial Corporation November 2010 - August 2011
Lime Brokerage LLC June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Series 7, Financial Analysis, Financial Services, Securities, Wealth Management, Data Analysis, Asset Management, Financial Risk, Regulatory Reporting, Financial Reporting, Relationship Management, Finance, Equities, Microsoft Excel, Research
Education
Emory University 2006 — 2010
Bachelor's degree, Economics
Tenafly High School (Class of 2006) 2002 — 2006
E*TRADE Financial Corporation February 2015 - Present
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2011 - July 2013
E*TRADE Financial Corporation November 2010 - August 2011
Lime Brokerage LLC June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Series 7, Financial Analysis, Financial Services, Securities, Wealth Management, Data Analysis, Asset Management, Financial Risk, Regulatory Reporting, Financial Reporting, Relationship Management, Finance, Equities, Microsoft Excel, Research
Education
Emory University 2006 — 2010
Bachelor's degree, Economics
Tenafly High School (Class of 2006) 2002 — 2006
Jon Zygelman Jon Zygelman's Merrill Lynch Experience 2007 - 2007
Job Process Design Analyst at Google
Industry Human Resources
Experience
Google October 2013 - Present
The Boston Consulting Group July 2012 - October 2013
Alvarez & Marsal August 2009 - July 2012
Mercer Investment Consulting 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Management Consulting, Financial Analysis, Business Strategy, Data Analysis, Market Research, Supply Chain Management, Business Analysis, Analytics, Strategic Sourcing, Process Improvement, Change Management, Business Process..., Supplier Collaboration, Business Process Design, Supplier Management
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Marketing
ESADE Business School 2008 — 2008
BBA, Finance, Marketing
Google October 2013 - Present
The Boston Consulting Group July 2012 - October 2013
Alvarez & Marsal August 2009 - July 2012
Mercer Investment Consulting 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Management Consulting, Financial Analysis, Business Strategy, Data Analysis, Market Research, Supply Chain Management, Business Analysis, Analytics, Strategic Sourcing, Process Improvement, Change Management, Business Process..., Supplier Collaboration, Business Process Design, Supplier Management
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Marketing
ESADE Business School 2008 — 2008
BBA, Finance, Marketing
Caresse Myers Caresse Myers's Merrill Lynch Experience April 2012 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney September 2000 - April 2012
Skills
Series 7, Series 63, Series 24, Series 8, Series 4, Series 66, Series 31, Series 3, Asset Allocation, Alternative Investments, Wealth Management, Series 65, Investment Advisory, Equities, FINRA, Portfolio Management, Mutual Funds, Fixed Income, Securities, Uniform Combined State..., Investment Strategies, Asset Management, ETFs, Financial Advisory, Retirement Planning, Hedge Funds, Wealth Management...
Education
Emory University 1991 — 1995
Bachelor of Arts, Political Science, Economics, Classical Music
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney September 2000 - April 2012
Skills
Series 7, Series 63, Series 24, Series 8, Series 4, Series 66, Series 31, Series 3, Asset Allocation, Alternative Investments, Wealth Management, Series 65, Investment Advisory, Equities, FINRA, Portfolio Management, Mutual Funds, Fixed Income, Securities, Uniform Combined State..., Investment Strategies, Asset Management, ETFs, Financial Advisory, Retirement Planning, Hedge Funds, Wealth Management...
Education
Emory University 1991 — 1995
Bachelor of Arts, Political Science, Economics, Classical Music
Victoria Vysotina Victoria Vysotina's Merrill Lynch Experience 1996 - 1999
Job CEO, VV Strategic Group LLC
Industry Financial Services
Experience
VV Strategic Group 2011 - Present
ClearServe March 2014 - Present
GLG (Gerson Lehrman Group) October 2014 - Present
The Rockefeller Foundation 2007 - 2010
HSBC 2005 - 2007
Morgan Stanley 2004 - 2004
Credit Suisse 1999 - 2003
Merrill Lynch 1996 - 1999
Merrill Lynch 1995 - 1999
Skills
Portfolio Management, Asset Allocation, Risk Management, Strategic Consulting, Alternative Investments, Private Equity, Hedge Funds, Manager Selection, Structured Products, Venture Capital
Education
Emory University
Ph.D., Mathematics
Kharkiv State University, Ukraine
Master of Science (M.S.), Mathematics
VV Strategic Group 2011 - Present
ClearServe March 2014 - Present
GLG (Gerson Lehrman Group) October 2014 - Present
The Rockefeller Foundation 2007 - 2010
HSBC 2005 - 2007
Morgan Stanley 2004 - 2004
Credit Suisse 1999 - 2003
Merrill Lynch 1996 - 1999
Merrill Lynch 1995 - 1999
Skills
Portfolio Management, Asset Allocation, Risk Management, Strategic Consulting, Alternative Investments, Private Equity, Hedge Funds, Manager Selection, Structured Products, Venture Capital
Education
Emory University
Ph.D., Mathematics
Kharkiv State University, Ukraine
Master of Science (M.S.), Mathematics
Izabel Leal-Ross's Merrill Lynch Experience May 2010 - August 2010
Job MBA Candidate at MIT Sloan School of Management, Class of 2017
Industry Financial Services
Experience
IFC - International Finance Corporation January 2013 - August 2015
IFC - International Finance Corporation July 2011 - January 2013
JGP Gestão Patrimonial August 2010 - June 2011
Merrill Lynch May 2010 - August 2010
Oi/Telemar November 2008 - June 2009
Skills
Financial Analysis, Investments, Valuation, Financial Modeling, Corporate Finance, Emerging Markets, Project Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 2007 — 2011
Bachelor, Economics
Emory University 2009 — 2010
BS, Economics
Colégio Santo Inácio
High School
IFC - International Finance Corporation January 2013 - August 2015
IFC - International Finance Corporation July 2011 - January 2013
JGP Gestão Patrimonial August 2010 - June 2011
Merrill Lynch May 2010 - August 2010
Oi/Telemar November 2008 - June 2009
Skills
Financial Analysis, Investments, Valuation, Financial Modeling, Corporate Finance, Emerging Markets, Project Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 2007 — 2011
Bachelor, Economics
Emory University 2009 — 2010
BS, Economics
Colégio Santo Inácio
High School
Don Waters Don Waters's Merrill Lynch Experience November 2001 - Present
Job Wealth Mgt. Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2001 - Present
Savannah Paint Manufacturing March 1991 - September 2000
Education
Georgia State University 1971 — 1974
MBA, Marketing
Emory University 1967 — 1969
M.S., Organic Chemistry
Emory University 1961 — 1969
B.S., Chemistry
H. V. Jenkins H.S.
Merrill Lynch November 2001 - Present
Savannah Paint Manufacturing March 1991 - September 2000
Education
Georgia State University 1971 — 1974
MBA, Marketing
Emory University 1967 — 1969
M.S., Organic Chemistry
Emory University 1961 — 1969
B.S., Chemistry
H. V. Jenkins H.S.
Corey Eiges Corey Eiges's Merrill Lynch Experience July 2012 - Present
Job Structured Credit Derivative Trader
Industry Investment Banking
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Management
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Management
Dylan Kidder Dylan Kidder's Merrill Lynch Experience May 2014 - August 2014
Job Intern at Consulate General of Canada
Industry Management Consulting
Experience
Consulate General of Canada May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Communication, Persistence, Microsoft Word, Teamwork, Research, Event Planning
Education
Emory University - Goizueta Business School
Bachelor of Business Administration (B.B.A.) and Second Major in Poltical Science, Consulting and Political Science, Sophomore
Consulate General of Canada May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Communication, Persistence, Microsoft Word, Teamwork, Research, Event Planning
Education
Emory University - Goizueta Business School
Bachelor of Business Administration (B.B.A.) and Second Major in Poltical Science, Consulting and Political Science, Sophomore
Peter Daniels Peter Daniels's Merrill Lynch Experience May 2011 - August 2011
Job
Industry
Experience
Richmond Tutors August 2014 - October 2014
360i October 2013 - February 2014
Export Trade of America July 2012 - August 2012
Merrill Lynch May 2011 - August 2011
US Census Bureau May 2010 - July 2010
Skills
Microsoft Office..., Financial Analysis, Asset Allocation, Quality Assurance, Teaching, Analytics, Google Adwords, SEM
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Psychology; Economics and French Minor
Millburn High School 2005 — 2009
Richmond Tutors August 2014 - October 2014
360i October 2013 - February 2014
Export Trade of America July 2012 - August 2012
Merrill Lynch May 2011 - August 2011
US Census Bureau May 2010 - July 2010
Skills
Microsoft Office..., Financial Analysis, Asset Allocation, Quality Assurance, Teaching, Analytics, Google Adwords, SEM
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Psychology; Economics and French Minor
Millburn High School 2005 — 2009
Alla Train's Merrill Lynch Experience February 1999 - July 1999
Job Head of Incident Reporting and Issue Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - Present
Credit Suisse December 2012 - December 2014
UBS FINANCIAL SERVICES January 2000 - December 2012
MORGAN STANLEY DEAN WITTER July 1999 - October 1999
Merrill Lynch February 1999 - July 1999
BERNSTEIN & CO., INC February 1996 - February 1999
Skills
Series 7, Series 63, Organizational..., Solution Implementation, Risk Management, Strategic Planning, Strategy Implementation, Risk Assessment, Deep expertise in..., Securities, Finance, Strategy, Equities, Analysis, Investments, Training, Business Process, Investment Management, Team Leadership, SDLC, Management, Leadership, Operational Risk..., Financial Services, Process Improvement, Back Office, Trading Systems, Fixed Income, Business Analysis, Capital Markets, Mergers & Acquisitions, Portfolio Management, Wealth Management
Education
Emory University 1991 — 1995
BACHELOR OF ARTS DEGREE, International Studies (Economics; Political Science
Emory University 1991 — 1995
International Studies, Economics
Morgan Stanley August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - Present
Credit Suisse December 2012 - December 2014
UBS FINANCIAL SERVICES January 2000 - December 2012
MORGAN STANLEY DEAN WITTER July 1999 - October 1999
Merrill Lynch February 1999 - July 1999
BERNSTEIN & CO., INC February 1996 - February 1999
Skills
Series 7, Series 63, Organizational..., Solution Implementation, Risk Management, Strategic Planning, Strategy Implementation, Risk Assessment, Deep expertise in..., Securities, Finance, Strategy, Equities, Analysis, Investments, Training, Business Process, Investment Management, Team Leadership, SDLC, Management, Leadership, Operational Risk..., Financial Services, Process Improvement, Back Office, Trading Systems, Fixed Income, Business Analysis, Capital Markets, Mergers & Acquisitions, Portfolio Management, Wealth Management
Education
Emory University 1991 — 1995
BACHELOR OF ARTS DEGREE, International Studies (Economics; Political Science
Emory University 1991 — 1995
International Studies, Economics
Greg Zissu's Merrill Lynch Experience May 2011 - Present
Job
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Bankers Life June 2005 - June 2011
Zissu Consulting 2002 - April 2005
AMI Partners 2000 - November 2001
Fannie Mae 1999 - 1999
Smith Barney 1996 - 1998
Smith Barney 1992 - 1996
Education
Emory University 1998 — 2000
MBA
Emory University - Goizueta Business School 1998 — 2000
MBA
The University of Chicago 1988 — 1992
Merrill Lynch May 2011 - Present
Bankers Life June 2005 - June 2011
Zissu Consulting 2002 - April 2005
AMI Partners 2000 - November 2001
Fannie Mae 1999 - 1999
Smith Barney 1996 - 1998
Smith Barney 1992 - 1996
Education
Emory University 1998 — 2000
MBA
Emory University - Goizueta Business School 1998 — 2000
MBA
The University of Chicago 1988 — 1992
Leigh Ann Solomon's Merrill Lynch Experience May 2002 - August 2002
Job Manager, Health Industries Advisory at PwC
Industry Hospital & Health Care
Experience
PwC February 2012 - Present
PwC June 2011 - August 2011
Emory Clinic- Winship Institute January 2011 - June 2011
Georgia Governor's Office of Planning and Budget September 2010 - May 2011
"I Care" Products and Services December 2008 - August 2010
Accenture January 2005 - December 2008
Public Financial Management August 2003 - January 2005
Merrill Lynch May 2002 - August 2002
Education
Emory University 2010 — 2011
MPH, Health Policy and Management
Spelman College 1999 — 2003
B.A., Political Science
PwC February 2012 - Present
PwC June 2011 - August 2011
Emory Clinic- Winship Institute January 2011 - June 2011
Georgia Governor's Office of Planning and Budget September 2010 - May 2011
"I Care" Products and Services December 2008 - August 2010
Accenture January 2005 - December 2008
Public Financial Management August 2003 - January 2005
Merrill Lynch May 2002 - August 2002
Education
Emory University 2010 — 2011
MPH, Health Policy and Management
Spelman College 1999 — 2003
B.A., Political Science
Ned Moore's Merrill Lynch Experience 2006 - October 2008
Job CFA, Director, Managed Product Strategies
Industry Financial Services
Experience
Bey-Douglas November 2008 - Present
Merrill Lynch 2006 - October 2008
Allegiant Asset Management January 2005 - October 2006
American Express 2002 - 2004
INVESCO, Plc/AMVESCAP, Plc [Atlanta, Georgia] 1992 - 2001
INVESCO 1993 - 2000
Invesco Ltd. 1992 - 2000
Skills
Marketing, Securities, Financial Services, Product Management
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
Sewanee-The University of the South 1980 — 1984
BA, English
Bey-Douglas November 2008 - Present
Merrill Lynch 2006 - October 2008
Allegiant Asset Management January 2005 - October 2006
American Express 2002 - 2004
INVESCO, Plc/AMVESCAP, Plc [Atlanta, Georgia] 1992 - 2001
INVESCO 1993 - 2000
Invesco Ltd. 1992 - 2000
Skills
Marketing, Securities, Financial Services, Product Management
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
Sewanee-The University of the South 1980 — 1984
BA, English
Kara Eisenberg's Merrill Lynch Experience 1999 - 2000
Job U.S. Human Resource Business Partner
Industry Human Resources
Experience
Avast Software March 2015 - Present
XPO Logistics, Inc. August 2012 - March 2015
AboveNet, Inc July 2006 - July 2012
AboveNet, Inc January 2005 - July 2006
Con Edison 2002 - 2005
Morgan Stanley 2000 - 2002
Merrill Lynch 1999 - 2000
Chase Manhattan Bank 1998 - 1999
Skills
Employee Relations, Recruiting, Human Resources, Performance Management, Sourcing, Organizational..., Team Building, Strategic Planning, HRIS, Interviews, New Hire Orientations, Personnel Management, Onboarding, Logistics, Vendor Management, 3PL, Technical Recruiting, Management Consulting, Freight Forwarding, Talent Acquisition, Management, Networking
Education
New York University 1997 — 1999
Masters, Counseling in Colleges and Agencies
Emory University 1993 — 1997
Bachelor's degree, Psychology
Jericho High School
Jericho High School
Jericho High School
Avast Software March 2015 - Present
XPO Logistics, Inc. August 2012 - March 2015
AboveNet, Inc July 2006 - July 2012
AboveNet, Inc January 2005 - July 2006
Con Edison 2002 - 2005
Morgan Stanley 2000 - 2002
Merrill Lynch 1999 - 2000
Chase Manhattan Bank 1998 - 1999
Skills
Employee Relations, Recruiting, Human Resources, Performance Management, Sourcing, Organizational..., Team Building, Strategic Planning, HRIS, Interviews, New Hire Orientations, Personnel Management, Onboarding, Logistics, Vendor Management, 3PL, Technical Recruiting, Management Consulting, Freight Forwarding, Talent Acquisition, Management, Networking
Education
New York University 1997 — 1999
Masters, Counseling in Colleges and Agencies
Emory University 1993 — 1997
Bachelor's degree, Psychology
Jericho High School
Jericho High School
Jericho High School
Sarah Soni's Merrill Lynch Experience 2006 - 2008
Job Senior Analyst at Achievement Asset Management
Industry Financial Services
Experience
Achievement Asset Management October 2014 - Present
d'screte August 2013 - Present
PEAK6 Investments LP August 2012 - October 2014
Balyasny Asset Management L.P. April 2011 - August 2012
Stelliam Investment Management 2008 - April 2011
Merrill Lynch 2006 - 2008
SunTrust Robinson Humphrey 2003 - 2006
Spunlogic 2003 - 2003
Showtime Networks May 2002 - August 2002
Skills
Bloomberg, Financial Modeling, Equities, Hedge Funds, Market Research, Equity Research, Investments, Capital Markets, Alternative Investments, Equity Valuation, Asset Management
Education
Emory University 1999 — 2003
BBA, Economics & Marketing
Achievement Asset Management October 2014 - Present
d'screte August 2013 - Present
PEAK6 Investments LP August 2012 - October 2014
Balyasny Asset Management L.P. April 2011 - August 2012
Stelliam Investment Management 2008 - April 2011
Merrill Lynch 2006 - 2008
SunTrust Robinson Humphrey 2003 - 2006
Spunlogic 2003 - 2003
Showtime Networks May 2002 - August 2002
Skills
Bloomberg, Financial Modeling, Equities, Hedge Funds, Market Research, Equity Research, Investments, Capital Markets, Alternative Investments, Equity Valuation, Asset Management
Education
Emory University 1999 — 2003
BBA, Economics & Marketing
PJ Kes's Merrill Lynch Experience April 2006 - Present
Job Banking Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2006 - Present
Merrill Lynch 2001 - 2008
Education
Emory University 1992 — 1997
BA, Psychology and Economics
Merrill Lynch April 2006 - Present
Merrill Lynch 2001 - 2008
Education
Emory University 1992 — 1997
BA, Psychology and Economics
Danielle Kelley's Merrill Lynch Experience August 2006 - Present
Job Internal Compliance at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2006 - Present
Merrill Lynch May 1998 - June 2002
Skills
Series 7, Series 9/10, Series 63
Education
Emory University 1992 — 1996
BA, Economics and History Concentration
Merrill Lynch August 2006 - Present
Merrill Lynch May 1998 - June 2002
Skills
Series 7, Series 9/10, Series 63
Education
Emory University 1992 — 1996
BA, Economics and History Concentration
Phil Krieger's Merrill Lynch Experience January 2005 - August 2005
Job Vice President at TM Capital Corp.
Industry Investment Banking
Experience
TM Capital Corp. January 2014 - Present
TM Capital June 2010 - January 2014
TM Capital Corp. July 2007 - June 2010
Walt Disney Corporation June 2006 - August 2006
Merrill Lynch January 2005 - August 2005
Skills
Mergers, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Business Strategy, Finance, Private Equity, Business Valuation, Mergers & Acquisitions, M&A experience
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Business Administration
Jericho High School
TM Capital Corp. January 2014 - Present
TM Capital June 2010 - January 2014
TM Capital Corp. July 2007 - June 2010
Walt Disney Corporation June 2006 - August 2006
Merrill Lynch January 2005 - August 2005
Skills
Mergers, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Business Strategy, Finance, Private Equity, Business Valuation, Mergers & Acquisitions, M&A experience
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Business Administration
Jericho High School
Chris Jefferson's Merrill Lynch Experience 2004 - 2008
Job Managing Partner, Portfolio Manager & Investment Analyst at Celestial Advisors, LLC
Industry Investment Management
Experience
Celestial Advisors, LLC 2008 - Present
Merrill Lynch 2004 - 2008
UBS Securities 2003 - 2004
Goldman Sachs June 1999 - October 2002
SunTrust Robinson Humphrey 1997 - 1998
Wachovia Securities 1995 - 1997
Skills
Investment Banking, Financial Modeling, Mergers, Due Diligence, Hedge Funds, Equity Research, Equity Valuation, Equity Trading, Mergers & Acquisitions, Equities, Investments
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Analytic Finance and Entrepreneurship
Emory University - Goizueta Business School 1992 — 1994
BBA, Accounting and Finance
Celestial Advisors, LLC 2008 - Present
Merrill Lynch 2004 - 2008
UBS Securities 2003 - 2004
Goldman Sachs June 1999 - October 2002
SunTrust Robinson Humphrey 1997 - 1998
Wachovia Securities 1995 - 1997
Skills
Investment Banking, Financial Modeling, Mergers, Due Diligence, Hedge Funds, Equity Research, Equity Valuation, Equity Trading, Mergers & Acquisitions, Equities, Investments
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Analytic Finance and Entrepreneurship
Emory University - Goizueta Business School 1992 — 1994
BBA, Accounting and Finance
Matthew Liebman, CFA, CRPC®, CAIA's Merrill Lynch Experience July 2008 - Present
Job Senior Vice President Wealth Management, Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Old Iron Hill Capital Management, LLC January 2005 - June 2008
UBS Global Asset Management 2000 - 2004
Education
Emory University - Goizueta Business School 1996 — 2000
Penn Charter
Merrill Lynch July 2008 - Present
Old Iron Hill Capital Management, LLC January 2005 - June 2008
UBS Global Asset Management 2000 - 2004
Education
Emory University - Goizueta Business School 1996 — 2000
Penn Charter
Murlidhar Iyer's Merrill Lynch Experience April 2003 - June 2004
Job Bi Director Delivery at itelligence
Industry Information Technology and Services
Experience
itelligence May 2012 - Present
KizStudios December 2008 - April 2011
Patni America / IGate 2005 - 2008
New Technologies June 2004 - November 2005
Merrill Lynch April 2003 - June 2004
Fujitsu Technology Solutions 1999 - 2003
RR Donnelley December 1997 - October 1998
Standard Chartered Bank September 1996 - October 1997
Zensar Technologies 1994 - 1996
Scott Systems / Mastech 1991 - 1994
Skills
Business Process..., Business Intelligence, Data Warehousing, Enterprise Software, Agile Methodologies, Pre-sales, PMO, Data Modeling, Cross-functional Team..., SAP, Governance, SAP ERP, Strategy, Business Objects, Consulting, Analytics, SAP Netweaver, Project Management, Architecture
Education
Emory University - Goizueta Business School 2007 — 2008
MBA, Finance & Organization Management
University of Poona 1981 — 1984
BS, Physics
itelligence May 2012 - Present
KizStudios December 2008 - April 2011
Patni America / IGate 2005 - 2008
New Technologies June 2004 - November 2005
Merrill Lynch April 2003 - June 2004
Fujitsu Technology Solutions 1999 - 2003
RR Donnelley December 1997 - October 1998
Standard Chartered Bank September 1996 - October 1997
Zensar Technologies 1994 - 1996
Scott Systems / Mastech 1991 - 1994
Skills
Business Process..., Business Intelligence, Data Warehousing, Enterprise Software, Agile Methodologies, Pre-sales, PMO, Data Modeling, Cross-functional Team..., SAP, Governance, SAP ERP, Strategy, Business Objects, Consulting, Analytics, SAP Netweaver, Project Management, Architecture
Education
Emory University - Goizueta Business School 2007 — 2008
MBA, Finance & Organization Management
University of Poona 1981 — 1984
BS, Physics
Marni Handel's Merrill Lynch Experience September 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Vision Financial Markets May 2007 - August 2015
JLC Futures Management Company, LLC April 2009 - February 2015
Advest, Inc. July 2000 - April 2006
Skills
Options, FINRA, Investments, Series 7, Trading, Alternative Investments, Electronic Trading, Hedge Funds, Series 63, Securities, Trading Systems, Equities, Bonds, Fixed Income, Management
Education
Emory University 1986 — 1990
Merrill Lynch September 2015 - Present
Vision Financial Markets May 2007 - August 2015
JLC Futures Management Company, LLC April 2009 - February 2015
Advest, Inc. July 2000 - April 2006
Skills
Options, FINRA, Investments, Series 7, Trading, Alternative Investments, Electronic Trading, Hedge Funds, Series 63, Securities, Trading Systems, Equities, Bonds, Fixed Income, Management
Education
Emory University 1986 — 1990
Manish Dave's Merrill Lynch Experience 1997 - 2000
Job SVP at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Bank of America 2001 - 2006
Merrill Lynch 1997 - 2000
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Financial Services, Investments, Asset Allocation, Securities, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Retirement, Alternative Investments
Education
Emory University 1993 — 1997
BBA, Finance, Political Science
Ameriprise Financial 2006 - Present
Bank of America 2001 - 2006
Merrill Lynch 1997 - 2000
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Financial Services, Investments, Asset Allocation, Securities, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Retirement, Alternative Investments
Education
Emory University 1993 — 1997
BBA, Finance, Political Science
Joon Yi's Merrill Lynch Experience 2001 - 2004
Job DCIO Retirement Specialist
Industry Financial Services
Experience
Asset Management Firm July 2008 - Present
John Hancock June 2007 - July 2008
Merrill Lynch 2001 - 2004
Enterprise Fund Distributors 2000 - 2001
Skills
401k, Series 7, Mutual Funds, Series 63, Retirement, Retirement Plan..., Wholesaling
Education
Georgia State University 1992 — 1994
BBA, Finance/ Marketing
Emory University 1989 — 1991
Finance
North Springs High School 1986 — 1989
Asset Management Firm July 2008 - Present
John Hancock June 2007 - July 2008
Merrill Lynch 2001 - 2004
Enterprise Fund Distributors 2000 - 2001
Skills
401k, Series 7, Mutual Funds, Series 63, Retirement, Retirement Plan..., Wholesaling
Education
Georgia State University 1992 — 1994
BBA, Finance/ Marketing
Emory University 1989 — 1991
Finance
North Springs High School 1986 — 1989
Ben Schonhoft's Merrill Lynch Experience 2006 - 2006
Job Strategic Analyst at KimberlyClark
Industry Consumer Goods
Experience
Kimberly-Clark May 2015 - Present
Kimberly-Clark October 2013 - May 2015
First Data Corporation March 2013 - September 2013
McKesson Provider Technologies December 2011 - March 2013
Baxter Healthcare April 2011 - December 2011
Baxter Healthcare May 2008 - March 2011
Merrill Lynch 2006 - 2006
Skills
Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Strategic Financial..., Data Analysis, Strategic Planning, Capital Budgeting, P&L Financial Management, P&L Analysis, Business Analysis, Business Process..., Revenue Analysis, SAP ERP, Hyperion Enterprise, Trend Forecasting
Education
Emory University - Goizueta Business School 2012 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2004 — 2008
Finance
Kimberly-Clark May 2015 - Present
Kimberly-Clark October 2013 - May 2015
First Data Corporation March 2013 - September 2013
McKesson Provider Technologies December 2011 - March 2013
Baxter Healthcare April 2011 - December 2011
Baxter Healthcare May 2008 - March 2011
Merrill Lynch 2006 - 2006
Skills
Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Strategic Financial..., Data Analysis, Strategic Planning, Capital Budgeting, P&L Financial Management, P&L Analysis, Business Analysis, Business Process..., Revenue Analysis, SAP ERP, Hyperion Enterprise, Trend Forecasting
Education
Emory University - Goizueta Business School 2012 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2004 — 2008
Finance
Daniel Schwartz's Merrill Lynch Experience June 2005 - August 2005
Job Vice President at CIP Capital
Industry Venture Capital & Private Equity
Experience
CIP Capital September 2013 - Present
OnCourse Learning March 2014 - Present
Halyard Capital July 2008 - August 2013
Bear Stearns June 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Private Equity, Investment Banking, Due Diligence, Financial Modeling, Corporate Budgeting, Mergers & Acquisitions, Valuation, Capital Raising
Education
Emory University 2002 — 2006
BBA, Finance
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance
CIP Capital September 2013 - Present
OnCourse Learning March 2014 - Present
Halyard Capital July 2008 - August 2013
Bear Stearns June 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Private Equity, Investment Banking, Due Diligence, Financial Modeling, Corporate Budgeting, Mergers & Acquisitions, Valuation, Capital Raising
Education
Emory University 2002 — 2006
BBA, Finance
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance
Pearl Nartey's Merrill Lynch Experience October 2001 - June 2003
Job Director, Global Knowledge & Collaboration at Strategy&, part of the PwC network (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company) April 2014 - Present
Booz & Company January 2009 - March 2014
Booz & Company October 2005 - December 2008
Merrill Lynch October 2001 - June 2003
Merrill Lynch November 1996 - September 2001
Skills
Management Consulting, Knowledge Management, Microsoft CRM, Project Management, Strategy, Change Management, Management, Business Transformation, Business Process..., Organizational Design, Business Process..., Business Analysis
Education
Emory University - Goizueta Business School 2003 — 2005
MBA, Management Consulting
William & Mary 1992 — 1996
BA, Finance
Strategy&, part of the PwC network (formerly Booz & Company) April 2014 - Present
Booz & Company January 2009 - March 2014
Booz & Company October 2005 - December 2008
Merrill Lynch October 2001 - June 2003
Merrill Lynch November 1996 - September 2001
Skills
Management Consulting, Knowledge Management, Microsoft CRM, Project Management, Strategy, Change Management, Management, Business Transformation, Business Process..., Organizational Design, Business Process..., Business Analysis
Education
Emory University - Goizueta Business School 2003 — 2005
MBA, Management Consulting
William & Mary 1992 — 1996
BA, Finance
Alysa Shcherbakova's Merrill Lynch Experience December 2004 - June 2005
Job Economist at Federal Reserve System
Industry Banking
Experience
Federal Reserve July 2012 - Present
U.S. Treasury, Office of Financial Research February 2012 - May 2013
U.S. Treasury, Office of Comptroller of the Currency May 2009 - July 2012
Emory University August 2006 - May 2009
Merrill Lynch December 2004 - June 2005
Skills
Market Risk, Credit Risk, Financial Risk, Econometrics, Risk Management, Basel II, Economics, Securitization, Capital Markets, Financial Modeling, Structured Finance, Financial Markets, Economic Capital, Counterparty Risk, IMM, Quantitative Analytics, Statistical Modeling, Banking, Finance, Analysis
Education
Emory University 2005 — 2009
Ph.D., Economics, emphasis in Finance and Econometrics
Emory University 2005 — 2008
M.A., Econometrics
Willamette University - Atkinson Graduate School of Management 2003 — 2005
M.B.A., Finance, Quantitative Analysis
Willamette University 2002 — 2005
B.A., Mathematics, Economics
Federal Reserve July 2012 - Present
U.S. Treasury, Office of Financial Research February 2012 - May 2013
U.S. Treasury, Office of Comptroller of the Currency May 2009 - July 2012
Emory University August 2006 - May 2009
Merrill Lynch December 2004 - June 2005
Skills
Market Risk, Credit Risk, Financial Risk, Econometrics, Risk Management, Basel II, Economics, Securitization, Capital Markets, Financial Modeling, Structured Finance, Financial Markets, Economic Capital, Counterparty Risk, IMM, Quantitative Analytics, Statistical Modeling, Banking, Finance, Analysis
Education
Emory University 2005 — 2009
Ph.D., Economics, emphasis in Finance and Econometrics
Emory University 2005 — 2008
M.A., Econometrics
Willamette University - Atkinson Graduate School of Management 2003 — 2005
M.B.A., Finance, Quantitative Analysis
Willamette University 2002 — 2005
B.A., Mathematics, Economics
Jim Marchetti's Merrill Lynch Experience August 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
Merrill Lynch June 2004 - August 2004
Education
Emory University 2004 — 2008
BA, Economics & Political Science
The University of Queensland 2007 — 2007
Comparative Politics
Merrill Lynch August 2008 - Present
Merrill Lynch June 2004 - August 2004
Education
Emory University 2004 — 2008
BA, Economics & Political Science
The University of Queensland 2007 — 2007
Comparative Politics
Kim Stump's Merrill Lynch Experience 1981 - 1982
Job Writer and Speaker
Industry Writing and Editing
Experience
NCNB (predecessor company to Bank of America) 1986 - 1988
Train, Smith, Counsel 1982 - 1983
Merrill Lynch 1981 - 1982
Skills
Teaching, Public Speaking, Equities, Web Content, Event Planning, Strategic Planning, Social Media, Storytelling, Blogging, Social Networking, Creative Writing, Proofreading, Portfolio Management, Training, Investments
Education
Emory University - Goizueta Business School 1984 — 1986
MBA, Finance
Wake Forest University 1977 — 1981
BA, Economics
NCNB (predecessor company to Bank of America) 1986 - 1988
Train, Smith, Counsel 1982 - 1983
Merrill Lynch 1981 - 1982
Skills
Teaching, Public Speaking, Equities, Web Content, Event Planning, Strategic Planning, Social Media, Storytelling, Blogging, Social Networking, Creative Writing, Proofreading, Portfolio Management, Training, Investments
Education
Emory University - Goizueta Business School 1984 — 1986
MBA, Finance
Wake Forest University 1977 — 1981
BA, Economics
Scott Ziegler's Merrill Lynch Experience May 2010 - November 2011
Job Associate at Canyon Partners
Industry Venture Capital & Private Equity
Experience
Canyon Partners September 2013 - Present
Hines November 2011 - July 2013
Merrill Lynch May 2010 - November 2011
Lubert Adler September 2009 - February 2010
Skills
Investment Properties, Real Estate Transactions
Education
University of Pennsylvania 2007 — 2009
Masters / Bachelors
University of Oxford 2006 — 2006
Emory University 2004 — 2006
Canyon Partners September 2013 - Present
Hines November 2011 - July 2013
Merrill Lynch May 2010 - November 2011
Lubert Adler September 2009 - February 2010
Skills
Investment Properties, Real Estate Transactions
Education
University of Pennsylvania 2007 — 2009
Masters / Bachelors
University of Oxford 2006 — 2006
Emory University 2004 — 2006
Craig Castaldi's Merrill Lynch Experience June 2007 - October 2008
Job Vice President at ReadyCap Commercial, LLC
Industry Financial Services
Experience
ReadyCap Commercial, LLC May 2013 - Present
Alliant Capital LLC December 2010 - April 2013
Union Bank May 2009 - December 2010
Merrill Lynch June 2007 - October 2008
Deutsche Bank September 2005 - June 2007
Pyramid Realty Group September 2004 - August 2005
Skills
Underwriting, Credit, Mortgage, Commercial Mortgages, Real Estate Finance, Real Estate, CMBS, Real Estate Financing, Mortgage Banking, Credit Analysis, Mortgage Lending, Real Estate Economics
Education
Emory University 1992 — 1996
BA, Economics
ReadyCap Commercial, LLC May 2013 - Present
Alliant Capital LLC December 2010 - April 2013
Union Bank May 2009 - December 2010
Merrill Lynch June 2007 - October 2008
Deutsche Bank September 2005 - June 2007
Pyramid Realty Group September 2004 - August 2005
Skills
Underwriting, Credit, Mortgage, Commercial Mortgages, Real Estate Finance, Real Estate, CMBS, Real Estate Financing, Mortgage Banking, Credit Analysis, Mortgage Lending, Real Estate Economics
Education
Emory University 1992 — 1996
BA, Economics
Omar F. Zaman's Merrill Lynch Experience March 2004 - March 2006
Job Executive Director at SMBC Nikko Securities America, Inc.
Industry Investment Banking
Experience
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey March 2006 - May 2013
Merrill Lynch March 2004 - March 2006
Bank of America June 2000 - March 2004
Skills
Capital Markets, Derivatives, Financial Modeling, Corporate Finance, FX, Investment Banking, Fixed Income, FX Options
Education
Emory University 1996 — 2000
BBA, Economics
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey March 2006 - May 2013
Merrill Lynch March 2004 - March 2006
Bank of America June 2000 - March 2004
Skills
Capital Markets, Derivatives, Financial Modeling, Corporate Finance, FX, Investment Banking, Fixed Income, FX Options
Education
Emory University 1996 — 2000
BBA, Economics
Alexandra Basse's Merrill Lynch Experience January 2008 - March 2008
Job Broker Assistant at CRC Insurance Services, Inc.
Industry Insurance
Experience
CRC Insurance Services, Inc. March 2013 - Present
University of Denver April 2011 - June 2012
Metropolitan State College of Denver July 2009 - July 2010
Northwestern University October 2008 - June 2009
CISV International September 1998 - October 2008
Nationwide Insurance June 2008 - September 2008
Northwestern University January 2007 - June 2008
Merrill Lynch January 2008 - March 2008
Skills
Non-profits, Research, Writing, Event Management, Program Development, Community Relations, Higher Education, Public Speaking, Volunteer Management, Community Outreach, Student Services, Leadership Development, Community Development, Nonprofits, Policy, Training, Project Planning, Student Affairs, Grants, Time Management, Leadership
Education
Emory University School of Law 2010 — 2011
Law
Northwestern University 2005 — 2009
BA, Psychology, Political Science
CRC Insurance Services, Inc. March 2013 - Present
University of Denver April 2011 - June 2012
Metropolitan State College of Denver July 2009 - July 2010
Northwestern University October 2008 - June 2009
CISV International September 1998 - October 2008
Nationwide Insurance June 2008 - September 2008
Northwestern University January 2007 - June 2008
Merrill Lynch January 2008 - March 2008
Skills
Non-profits, Research, Writing, Event Management, Program Development, Community Relations, Higher Education, Public Speaking, Volunteer Management, Community Outreach, Student Services, Leadership Development, Community Development, Nonprofits, Policy, Training, Project Planning, Student Affairs, Grants, Time Management, Leadership
Education
Emory University School of Law 2010 — 2011
Law
Northwestern University 2005 — 2009
BA, Psychology, Political Science
Todd Litinsky's Merrill Lynch Experience 1997 - 1999
Job Managing Director at JHL Capital Group LLC
Industry Financial Services
Experience
JHL Capital Group LLC February 2015 - Present
Starwood Real Estate Securities, LLC May 2005 - February 2015
Sunstone Hotels 2003 - 2004
Brockway Moran & Partners 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Asset Management, Finance, Investments, Financial Analysis, Due Diligence
Education
UCLA Anderson School of Management 2001 — 2003
MBA
Emory University 1993 — 1997
BBA, Accounting
JHL Capital Group LLC February 2015 - Present
Starwood Real Estate Securities, LLC May 2005 - February 2015
Sunstone Hotels 2003 - 2004
Brockway Moran & Partners 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Asset Management, Finance, Investments, Financial Analysis, Due Diligence
Education
UCLA Anderson School of Management 2001 — 2003
MBA
Emory University 1993 — 1997
BBA, Accounting
Brad Bernstein's Merrill Lynch Experience 1987 - 1999
Job Executive Director, Deputy GC, UBS Financial Services
Industry Financial Services
Experience
UBS 1998 - Present
Merrill Lynch 1987 - 1999
Skills
Securities Law, Equities, Compliance, Fixed Income, KYC, Mutual Funds, FINRA, Series 7, Securities Regulation, Capital Markets, Securities, Alternative Investments, Asset Management, Wealth Management, Structured Products, Hedge Funds, Series 24, Derivatives, Prime Brokerage, AML, Investment Banking, Investments, Due Diligence, Financial Services, Series 63, Portfolio Management
Education
Emory University 1981 — 1985
BS, Economics; Math, Honors in Economics
Fordham University School of Law
UBS 1998 - Present
Merrill Lynch 1987 - 1999
Skills
Securities Law, Equities, Compliance, Fixed Income, KYC, Mutual Funds, FINRA, Series 7, Securities Regulation, Capital Markets, Securities, Alternative Investments, Asset Management, Wealth Management, Structured Products, Hedge Funds, Series 24, Derivatives, Prime Brokerage, AML, Investment Banking, Investments, Due Diligence, Financial Services, Series 63, Portfolio Management
Education
Emory University 1981 — 1985
BS, Economics; Math, Honors in Economics
Fordham University School of Law
Richard Reubenstone's Merrill Lynch Experience June 1993 - February 2009
Job Managing Director at Seaport Global
Industry Investment Banking
Experience
Seaport Global September 2013 - Present
Collaborizm: www.collaborizm.com 2010 - Present
UBS Investment Bank June 2010 - November 2012
Jefferies & Company March 2009 - May 2010
Merrill Lynch June 1993 - February 2009
Skills
Hedge Funds, Fixed Income, Credit, High Yield, Capital Markets, Options, Leveraged Finance, Bonds, Entrepreneurship, Distressed Debt, Start-up Consulting, Start-ups, Resume Writing, Creative Writing, Communication, Investments
Education
Emory University - Goizueta Business School 1979 — 1983
M.B.A.
Emory University School of Law 1979 — 1983
J.D., Tax Law
Union College 1975 — 1979
B.A., Major: Political Science; Minor: Spanish
Seaport Global September 2013 - Present
Collaborizm: www.collaborizm.com 2010 - Present
UBS Investment Bank June 2010 - November 2012
Jefferies & Company March 2009 - May 2010
Merrill Lynch June 1993 - February 2009
Skills
Hedge Funds, Fixed Income, Credit, High Yield, Capital Markets, Options, Leveraged Finance, Bonds, Entrepreneurship, Distressed Debt, Start-up Consulting, Start-ups, Resume Writing, Creative Writing, Communication, Investments
Education
Emory University - Goizueta Business School 1979 — 1983
M.B.A.
Emory University School of Law 1979 — 1983
J.D., Tax Law
Union College 1975 — 1979
B.A., Major: Political Science; Minor: Spanish
Manavinder Bains's Merrill Lynch Experience 2006 - 2008
Job General Counsel & Chief Regulatory Officer at PeerIQ
Industry Financial Services
Experience
PeerIQ May 2015 - Present
Cantor Fitzgerald March 2014 - May 2015
IntercontinentalExchange NYSE 2008 - 2014
Merrill Lynch 2006 - 2008
Skills
Capital Markets, Derivatives, Courts, Intellectual Property, Swaps, Equities, Securities, Fixed Income, Options, Mergers & Acquisitions, Financial Services, Market Data, Structured Finance, Interest Rate Swaps, Electronic Trading, Investments, Strategy, Mergers
Education
Emory University School of Law
J.D., Law
University of California, Berkeley
B.A., Rhetoric and in Economics
PeerIQ May 2015 - Present
Cantor Fitzgerald March 2014 - May 2015
IntercontinentalExchange NYSE 2008 - 2014
Merrill Lynch 2006 - 2008
Skills
Capital Markets, Derivatives, Courts, Intellectual Property, Swaps, Equities, Securities, Fixed Income, Options, Mergers & Acquisitions, Financial Services, Market Data, Structured Finance, Interest Rate Swaps, Electronic Trading, Investments, Strategy, Mergers
Education
Emory University School of Law
J.D., Law
University of California, Berkeley
B.A., Rhetoric and in Economics
Mitch Marcus's Merrill Lynch Experience 2005 - 2009
Job Senior Executive
Industry Consumer Goods
Experience
Orbitz Worldwide November 2012 - January 2013
Sara Lee Corporation October 2011 - July 2012
Sara Lee Corporation March 2009 - October 2011
Merrill Lynch 2005 - 2009
Goldman Sachs 2000 - 2005
William Blair and Company 1996 - 2000
Dewey Ballantine 1989 - 1994
Arthur Andersen 1985 - 1986
Skills
Mergers, Financial Modeling, Corporate Development, Corporate Finance, Private Equity, Divestitures, Due Diligence, Valuation, Capital Markets, M&A experience, Venture Capital, Investment Banking, Financial Analysis, Equities, Restructuring, Investments, Portfolio Management, Investor Relations, Asset Managment, Finance
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
The George Washington University Law School 1986 — 1989
JD, Law
Emory University 1981 — 1985
BBA, Accounting
Orbitz Worldwide November 2012 - January 2013
Sara Lee Corporation October 2011 - July 2012
Sara Lee Corporation March 2009 - October 2011
Merrill Lynch 2005 - 2009
Goldman Sachs 2000 - 2005
William Blair and Company 1996 - 2000
Dewey Ballantine 1989 - 1994
Arthur Andersen 1985 - 1986
Skills
Mergers, Financial Modeling, Corporate Development, Corporate Finance, Private Equity, Divestitures, Due Diligence, Valuation, Capital Markets, M&A experience, Venture Capital, Investment Banking, Financial Analysis, Equities, Restructuring, Investments, Portfolio Management, Investor Relations, Asset Managment, Finance
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
The George Washington University Law School 1986 — 1989
JD, Law
Emory University 1981 — 1985
BBA, Accounting
Oren Yerushalmi's Merrill Lynch Experience January 2006 - May 2006
Job Associate at Bruckmann, Rosser, Sherrill & Co.
Industry Investment Banking
Experience
Bruckmann, Rosser, Sherrill & Co. February 2011 - Present
Wachovia / Wells Fargo Securities June 2008 - February 2011
CITIGROUP ALTERNATIVE INVESTMENTS June 2007 - September 2007
Studley, Inc. May 2006 - September 2006
Merrill Lynch January 2006 - May 2006
Education
Emory University 2004 — 2008
BBA, Finance/Organization & Management
ESADE University 2006 — 2006
Finance and Organization/Management
Bruckmann, Rosser, Sherrill & Co. February 2011 - Present
Wachovia / Wells Fargo Securities June 2008 - February 2011
CITIGROUP ALTERNATIVE INVESTMENTS June 2007 - September 2007
Studley, Inc. May 2006 - September 2006
Merrill Lynch January 2006 - May 2006
Education
Emory University 2004 — 2008
BBA, Finance/Organization & Management
ESADE University 2006 — 2006
Finance and Organization/Management
Rick Orr's Merrill Lynch Experience
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Portfolio Management, Retirement Planning, Investments, Equities, Series 63, Wealth Management, Asset Management, Series 7, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Bonds, Private Equity, Investment Advisory, Hedge Funds, Fixed Income, Mutual Funds
Education
Emory University
MBA
Georgia Tech
BS, IMGT
Merrill Lynch
Skills
Portfolio Management, Retirement Planning, Investments, Equities, Series 63, Wealth Management, Asset Management, Series 7, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Bonds, Private Equity, Investment Advisory, Hedge Funds, Fixed Income, Mutual Funds
Education
Emory University
MBA
Georgia Tech
BS, IMGT
Bradley Belen's Merrill Lynch Experience June 2006 - August 2006
Job Vice President at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets November 2011 - Present
BMO Capital Markets August 2009 - August 2011
BMO Capital Markets July 2008 - August 2009
Houlihan Lokey June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Equities, Valuation, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Bloomberg, LBO, Fixed Income, Hedge Funds, Equity Research, Due Diligence, Investments, Venture Capital, Mergers
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Organization Management
The London School of Economics and Political Science (LSE)
BMO Capital Markets November 2011 - Present
BMO Capital Markets August 2009 - August 2011
BMO Capital Markets July 2008 - August 2009
Houlihan Lokey June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Equities, Valuation, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Bloomberg, LBO, Fixed Income, Hedge Funds, Equity Research, Due Diligence, Investments, Venture Capital, Mergers
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Organization Management
The London School of Economics and Political Science (LSE)
Jay Gentry, CIMA's Merrill Lynch Experience 1989 - 1995
Job Southeast Division Manager Senior Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
Adam Phoel's Merrill Lynch Experience October 2003 - August 2007
Job Associate, MBS Trading at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2011 - Present
RBC Capital Markets May 2010 - October 2011
WCG Management, LP August 2007 - April 2009
Merrill Lynch October 2003 - August 2007
Skills
Bloomberg, Valuation, Investments, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Trading, Investment Banking, Hedge Funds, Bonds
Education
Emory University 1999 — 2003
BA, Economics
RBC Capital Markets September 2011 - Present
RBC Capital Markets May 2010 - October 2011
WCG Management, LP August 2007 - April 2009
Merrill Lynch October 2003 - August 2007
Skills
Bloomberg, Valuation, Investments, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Trading, Investment Banking, Hedge Funds, Bonds
Education
Emory University 1999 — 2003
BA, Economics
David Lesorgen's Merrill Lynch Experience June 2009 - August 2009
Job Analyst at Oncology Solutions, LLC
Industry Financial Services
Experience
Oncology Solutions, LLC July 2014 - Present
Triton Value Partners, LLC June 2013 - August 2013
WTS Proprietary Trading Group, LLC 2011 - 2012
Eastwood Trading Partners, LLC 2010 - 2011
Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Equities, Trading, Strategy, Data Analysis
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Capital Markets
University of Michigan 2006 — 2010
BA, Economics
Oncology Solutions, LLC July 2014 - Present
Triton Value Partners, LLC June 2013 - August 2013
WTS Proprietary Trading Group, LLC 2011 - 2012
Eastwood Trading Partners, LLC 2010 - 2011
Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Equities, Trading, Strategy, Data Analysis
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Capital Markets
University of Michigan 2006 — 2010
BA, Economics
Ryan Mitchell, CFA's Merrill Lynch Experience 2003 - 2004
Job Voya Investment Management Investment Grade Credit
Industry Investment Management
Experience
Voya Investment Management June 2011 - Present
SunTrust Robinson Humphrey May 2007 - May 2011
Bank of America 2005 - 2007
Merrill Lynch 2003 - 2004
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Fixed Income, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Investment Banking, Financial Analysis, Corporate Finance, Equity Valuation, Asset Managment, Credit Analysis, Credit Derivatives, Investments, Trading, Financial Services, Credit, Derivatives, Bonds, Series 7, Investment Strategies, Investment Management, Emerging Markets, Financial Markets, Mutual Funds, Bloomberg Terminal, Credit Risk, Due Diligence, Finance, Chartered Financial..., VBA, Financial Statement..., Strategic Financial..., Investment Advisory, Options, Asset Allocation, Financial Risk, Private Equity, Asset Management
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
University of South Carolina - The Moore School of Business 2001 — 2005
Bachelor of Science (BS), Finance
Voya Investment Management June 2011 - Present
SunTrust Robinson Humphrey May 2007 - May 2011
Bank of America 2005 - 2007
Merrill Lynch 2003 - 2004
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Fixed Income, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Investment Banking, Financial Analysis, Corporate Finance, Equity Valuation, Asset Managment, Credit Analysis, Credit Derivatives, Investments, Trading, Financial Services, Credit, Derivatives, Bonds, Series 7, Investment Strategies, Investment Management, Emerging Markets, Financial Markets, Mutual Funds, Bloomberg Terminal, Credit Risk, Due Diligence, Finance, Chartered Financial..., VBA, Financial Statement..., Strategic Financial..., Investment Advisory, Options, Asset Allocation, Financial Risk, Private Equity, Asset Management
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
University of South Carolina - The Moore School of Business 2001 — 2005
Bachelor of Science (BS), Finance
Joseph Zidle's Merrill Lynch Experience April 2004 - January 2012
Job Portfolio Strategist at Richard Bernstein Advisors
Industry Financial Services
Experience
Richard Bernstein Advisors March 2012 - Present
Merrill Lynch April 2004 - January 2012
Skills
Asset Management, Financial Analysis, Customer Relations
Education
Emory University 1991 — 1995
BA, Economics and History
Richard Bernstein Advisors March 2012 - Present
Merrill Lynch April 2004 - January 2012
Skills
Asset Management, Financial Analysis, Customer Relations
Education
Emory University 1991 — 1995
BA, Economics and History
Gili Wojnowich's Merrill Lynch Experience May 2009 - July 2009
Job IGY Marinas Marina General Manager
Industry Maritime
Experience
Island Global Yachting (IGY Marinas) November 2010 - Present
Emory University Student Activity and Academic Center August 2009 - May 2010
Merrill Lynch May 2009 - July 2009
Thunderbolt Marine Inc April 2006 - May 2006
Skills
Strategic Planning, Microsoft Office, Customer Service, New Business Development, Marketing, Microsoft Excel, Social Media, Leadership, Event Planning, Microsoft Word, Contract Negotiation
Education
Emory University - Goizueta Business School 2008 — 2010
BBA, Finance
Emory University 2006 — 2010
BBA/BA, Finance, Spanish
Universidad de San Andres 2008 — 2008
Bachelor of Arts (B.A.), Spanish
Island Global Yachting (IGY Marinas) November 2010 - Present
Emory University Student Activity and Academic Center August 2009 - May 2010
Merrill Lynch May 2009 - July 2009
Thunderbolt Marine Inc April 2006 - May 2006
Skills
Strategic Planning, Microsoft Office, Customer Service, New Business Development, Marketing, Microsoft Excel, Social Media, Leadership, Event Planning, Microsoft Word, Contract Negotiation
Education
Emory University - Goizueta Business School 2008 — 2010
BBA, Finance
Emory University 2006 — 2010
BBA/BA, Finance, Spanish
Universidad de San Andres 2008 — 2008
Bachelor of Arts (B.A.), Spanish
Ishan Prakash's Merrill Lynch Experience June 2014 - August 2014
Job College Senior Seeking Full Time Opportunities
Industry Financial Services
Experience
Emory University August 2012 - Present
Nestlé June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Deloitte India July 2013 - August 2013
New Living + Green Painter June 2013 - August 2013
Skills
Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Statistics, Finance, Spanish, Customer Service, Client Services, Wealth Management, Strategic Consulting, Entrepreneurship, Charity Work, Marketing
Education
Emory University 2012 — 2016
Bachelor's degree, Financial Economics, Senior
Emory University August 2012 - Present
Nestlé June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Deloitte India July 2013 - August 2013
New Living + Green Painter June 2013 - August 2013
Skills
Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Statistics, Finance, Spanish, Customer Service, Client Services, Wealth Management, Strategic Consulting, Entrepreneurship, Charity Work, Marketing
Education
Emory University 2012 — 2016
Bachelor's degree, Financial Economics, Senior
Patrick Brock, CPA's Merrill Lynch Experience June 2009 - August 2010
Job Financial Advisory Services Associate at AlixPartners
Industry Accounting
Experience
AlixPartners January 2015 - Present
PricewaterhouseCoopers LLP September 2010 - January 2015
Merrill Lynch June 2009 - August 2010
Skills
Investments, Accounting, Internal Controls, Financial Analysis, Auditing, Financial Modeling, Strategy, Microsoft Office, Sarbanes-Oxley Act, Finance, Management, Corporate Finance, Valuation
Education
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration, CPA Accounting and Finance
WU (Vienna University of Economics and Business) 2007 — 2007
Finance, Economics
AlixPartners January 2015 - Present
PricewaterhouseCoopers LLP September 2010 - January 2015
Merrill Lynch June 2009 - August 2010
Skills
Investments, Accounting, Internal Controls, Financial Analysis, Auditing, Financial Modeling, Strategy, Microsoft Office, Sarbanes-Oxley Act, Finance, Management, Corporate Finance, Valuation
Education
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration, CPA Accounting and Finance
WU (Vienna University of Economics and Business) 2007 — 2007
Finance, Economics
Frank Walden's Merrill Lynch Experience May 2014 - Present
Job Merrill PMD
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Interlachen Country Club in Winter Park, FL May 2012 - May 2014
SWC Capital Management, LLC April 2012 - May 2014
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Retirement, Asset Management, Financial Analysis
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Emory University 2001 — 2004
Bachelor of Arts (BA), Economics
Trinity Preparatory School 1994 — 2000
Merrill Lynch May 2014 - Present
Interlachen Country Club in Winter Park, FL May 2012 - May 2014
SWC Capital Management, LLC April 2012 - May 2014
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Retirement, Asset Management, Financial Analysis
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Emory University 2001 — 2004
Bachelor of Arts (BA), Economics
Trinity Preparatory School 1994 — 2000
Jason Viviani's Merrill Lynch Experience June 2007 - August 2010
Job Vice President of Global Wealth Management, Head of Business Development at GBI, LLC
Industry Financial Services
Experience
GBI, LLC February 2015 - Present
GBI, LLC August 2011 - February 2015
Morgan Stanley Smith Barney May 2011 - July 2011
All Island Car Detailing May 2008 - July 2011
Payne Capital Management May 2010 - August 2010
Merrill Lynch June 2007 - August 2010
Huntington Indoor Tennis June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, HTML, Public Speaking, Editing, Strategic Planning, Negotiation, Social Media Marketing
Education
Emory University
Finance/Consulting & Venture Mgmt/ Philosophy
GBI, LLC February 2015 - Present
GBI, LLC August 2011 - February 2015
Morgan Stanley Smith Barney May 2011 - July 2011
All Island Car Detailing May 2008 - July 2011
Payne Capital Management May 2010 - August 2010
Merrill Lynch June 2007 - August 2010
Huntington Indoor Tennis June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, HTML, Public Speaking, Editing, Strategic Planning, Negotiation, Social Media Marketing
Education
Emory University
Finance/Consulting & Venture Mgmt/ Philosophy
Huey Richardson's Merrill Lynch Experience December 2006 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
Direxionfunds December 2011 - November 2012
Direxionfunds April 2011 - December 2011
Permal Asset Management August 2008 - September 2009
Merrill Lynch December 2006 - July 2008
Merrill Lynch August 2000 - September 2006
Morgan Stanley June 1999 - August 1999
Skills
Series 7, Fixed Income, FINRA, Series 63, Alternative Investments, Strategic Financial..., Equities
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance
University of Florida 1986 — 1990
BA, Economics
Direxionfunds December 2011 - November 2012
Direxionfunds April 2011 - December 2011
Permal Asset Management August 2008 - September 2009
Merrill Lynch December 2006 - July 2008
Merrill Lynch August 2000 - September 2006
Morgan Stanley June 1999 - August 1999
Skills
Series 7, Fixed Income, FINRA, Series 63, Alternative Investments, Strategic Financial..., Equities
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance
University of Florida 1986 — 1990
BA, Economics
Arick Auyang's Merrill Lynch Experience 2001 - 2001
Job Research II at Nike
Industry Research
Experience
Nike February 2014 - Present
University of Colorado Boulder September 2012 - February 2014
University of Maryland August 2011 - September 2012
Georgia Institute of Technology January 2011 - August 2011
Georgia Institute of Technology August 2005 - December 2010
Merrill Lynch 2001 - 2001
Skills
Molecular Biology, Simulations, Cell Culture, Biomedical Engineering, Microsoft Excel, Matlab, Research, Locomotion, Athletic Footwear, Prosthetics, Motion Capture, Motor Control, Motor Learning, Science, Neuroscience, Biomechanics, Sports Biomechanics, Statistics, University Teaching, Physiology, Digital Photography, Photography, Mathematical Modeling
Education
Georgia Institute of Technology 2005 — 2010
PhD, Applied Physiology
Emory University 2000 — 2003
BS, Biology
Nike February 2014 - Present
University of Colorado Boulder September 2012 - February 2014
University of Maryland August 2011 - September 2012
Georgia Institute of Technology January 2011 - August 2011
Georgia Institute of Technology August 2005 - December 2010
Merrill Lynch 2001 - 2001
Skills
Molecular Biology, Simulations, Cell Culture, Biomedical Engineering, Microsoft Excel, Matlab, Research, Locomotion, Athletic Footwear, Prosthetics, Motion Capture, Motor Control, Motor Learning, Science, Neuroscience, Biomechanics, Sports Biomechanics, Statistics, University Teaching, Physiology, Digital Photography, Photography, Mathematical Modeling
Education
Georgia Institute of Technology 2005 — 2010
PhD, Applied Physiology
Emory University 2000 — 2003
BS, Biology
Lemont Williamson's Merrill Lynch Experience 2000 - 2002
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2011 - Present
Wells Real Estate Funds 2002 - 2011
Merrill Lynch 2000 - 2002
The Hartford 1998 - 2000
Skills
Series 63, Sales, FINRA, Finance, Alternative Investments, Asset Managment, Series 7, Investments, Mutual Funds, Coaching, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Securities
Education
The University of Georgia 1992 — 1998
BBA, Finance
Emory University - Goizueta Business School
Georgia Institute of Technology
VALIC 2011 - Present
Wells Real Estate Funds 2002 - 2011
Merrill Lynch 2000 - 2002
The Hartford 1998 - 2000
Skills
Series 63, Sales, FINRA, Finance, Alternative Investments, Asset Managment, Series 7, Investments, Mutual Funds, Coaching, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Securities
Education
The University of Georgia 1992 — 1998
BBA, Finance
Emory University - Goizueta Business School
Georgia Institute of Technology
Adam Savell's Merrill Lynch Experience July 2010 - August 2010
Job Analyst at Corigin Real Estate Group
Industry Commercial Real Estate
Experience
Corigin January 2014 - Present
Rosin & Associates August 2012 - December 2013
Capital One June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
Education
Emory University 2008 — 2012
Jericho High School
Corigin January 2014 - Present
Rosin & Associates August 2012 - December 2013
Capital One June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
Education
Emory University 2008 — 2012
Jericho High School
Francesco D'Arcangelo's Merrill Lynch Experience May 2011 - July 2011
Job M&A and Restructuring Analyst at Perella Weinberg Partners July 2014
Industry Banking
Experience
Perella Weinberg Partners July 2014 - Present
GIMG August 2012 - January 2014
RBC Capital Markets June 2013 - August 2013
Virgin Galactic and The Spaceship Company May 2012 - July 2012
Merrill Lynch May 2011 - July 2011
Fresco Trattoria & Bar May 2010 - August 2010
Skills
Microsoft Excel, Research, Spanish, Italian, Microsoft Word, Data Entry, Analysis
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor's Degree, Accounting and Finance
Emory University 2010 — 2014
Spanish Minor
Cathedral Catholic High School 2006 — 2010
Perella Weinberg Partners July 2014 - Present
GIMG August 2012 - January 2014
RBC Capital Markets June 2013 - August 2013
Virgin Galactic and The Spaceship Company May 2012 - July 2012
Merrill Lynch May 2011 - July 2011
Fresco Trattoria & Bar May 2010 - August 2010
Skills
Microsoft Excel, Research, Spanish, Italian, Microsoft Word, Data Entry, Analysis
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor's Degree, Accounting and Finance
Emory University 2010 — 2014
Spanish Minor
Cathedral Catholic High School 2006 — 2010
Allen Seagraves's Merrill Lynch Experience February 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Finance, General
Universidad de Salamanca
Merrill Lynch February 2011 - Present
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Finance, General
Universidad de Salamanca
Daniel Weisman's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane July 2014 - Present
Professional Planning Associates May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Private Equity, Finance, Investments, Financial Modeling, Financial Analysis, Bloomberg Terminal, Capital IQ, ThomsonOne, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Emory University - Goizueta Business School 2010 — 2014
BBA, Finance
Upper Dublin High School 2006 — 2010
Hamilton Lane July 2014 - Present
Professional Planning Associates May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Private Equity, Finance, Investments, Financial Modeling, Financial Analysis, Bloomberg Terminal, Capital IQ, ThomsonOne, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Emory University - Goizueta Business School 2010 — 2014
BBA, Finance
Upper Dublin High School 2006 — 2010
Anthony (Ross) Gilmore's Merrill Lynch Experience July 2013 - July 2013
Job .
Industry Logistics and Supply Chain
Experience
Victory Packaging June 2015 - Present
Oppenheimer & Co. Inc. September 2014 - May 2015
KPMG Advisory AG - Transactions & Restructuring May 2014 - July 2014
Emory University Financial Literacy Program August 2013 - April 2014
Merrill Lynch July 2013 - July 2013
Skills
Portfolio Management, Data Analysis, Market Research, Banking, Managerial Finance, Strategic Planning, Forecasting, Risk Management, Competitive Analysis, Business Valuation, Financial Reporting, Financial Analysis, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
Emory University 2011 — 2012
Minor in Economics
Victory Packaging June 2015 - Present
Oppenheimer & Co. Inc. September 2014 - May 2015
KPMG Advisory AG - Transactions & Restructuring May 2014 - July 2014
Emory University Financial Literacy Program August 2013 - April 2014
Merrill Lynch July 2013 - July 2013
Skills
Portfolio Management, Data Analysis, Market Research, Banking, Managerial Finance, Strategic Planning, Forecasting, Risk Management, Competitive Analysis, Business Valuation, Financial Reporting, Financial Analysis, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
Emory University 2011 — 2012
Minor in Economics
Benjamin Aqua's Merrill Lynch Experience May 2012 - August 2012
Job College Sophomore Seeking Business Internship
Industry Marketing and Advertising
Experience
Visions Clinical Research June 2012 - August 2012
Merrill Lynch May 2012 - August 2012
thinkPINKKids Wellington Club March 2008 - August 2012
Dr. Chandra Mishra, - Emeritus Professor of Entrepreneurship in the College of Business at FAU June 2011 - August 2011
Skills
Microsoft Office, Spanish, Microsoft Excel, PowerPoint, Mathematics, Teamwork
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA)
Visions Clinical Research June 2012 - August 2012
Merrill Lynch May 2012 - August 2012
thinkPINKKids Wellington Club March 2008 - August 2012
Dr. Chandra Mishra, - Emeritus Professor of Entrepreneurship in the College of Business at FAU June 2011 - August 2011
Skills
Microsoft Office, Spanish, Microsoft Excel, PowerPoint, Mathematics, Teamwork
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA)
Frank Houston's Merrill Lynch Experience November 2011 - Present
Job
Industry Investment Management
Experience
Merrill Lynch November 2011 - Present
Morgan Stanley September 2008 - November 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Emory University - Goizueta Business School 1982 — 1984
Economics
Merrill Lynch November 2011 - Present
Morgan Stanley September 2008 - November 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Emory University - Goizueta Business School 1982 — 1984
Economics
Daniel Cone's Merrill Lynch Experience July 2013 - Present
Job
Industry Information Technology and Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch April 2012 - July 2013
Emory University Libraries September 2008 - May 2010
United States Department of Defense May 2006 - August 2007
Education
Emory University 2007 — 2011
Bachelor of Arts (B.A.), American History (United States)
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Music Performance
Merrill Lynch July 2013 - Present
Merrill Lynch April 2012 - July 2013
Emory University Libraries September 2008 - May 2010
United States Department of Defense May 2006 - August 2007
Education
Emory University 2007 — 2011
Bachelor of Arts (B.A.), American History (United States)
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Music Performance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank