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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Diana Moreno MBA Diana Moreno MBA's Merrill Lynch Experience May 2005 - August 2005
Job Marketing Specialist
Industry Marketing and Advertising
Experience
Navistar Inc June 2014 - Present
Navistar Inc January 2011 - June 2014
Mercantil Commercebank N.A. August 2006 - September 2009
SageSpark.com May 2009 - August 2009
JP Morgan Chase February 2004 - August 2006
Merrill Lynch May 2005 - August 2005
Giromax Inc October 2001 - September 2004
Skills
Market Research, Marketing, Marketing Strategy, Spanish, Leadership, International Business, Market Planning, Business Intelligence, Data Analysis, Customer Service, Latin America, Program Management, Team Leadership, Bilingual, English, Marketing Management, Product Marketing, Online Advertising, Digital Marketing, Advertising, Business Planning, Analysis, Sales, Sales Management, Event Planning, Customer Relations, Travel, Cultural Diversity, Tourism, Portuguese, Written & Oral..., Broadcast, Pricing, Social Media Marketing, Anchoring
Education
University of Miami - School of Business 2015 — 2015
Executive Program in Marketing, Marketing
ESIC: Business & Marketing School 2009 — 2010
MBA, Specialized in Marketing
Florida International University 2008 — 2009
MIB, Master of International Business
Florida International University 2002 — 2005
BS in Business Administration, Double major in International Business and Finance
Navistar Inc June 2014 - Present
Navistar Inc January 2011 - June 2014
Mercantil Commercebank N.A. August 2006 - September 2009
SageSpark.com May 2009 - August 2009
JP Morgan Chase February 2004 - August 2006
Merrill Lynch May 2005 - August 2005
Giromax Inc October 2001 - September 2004
Skills
Market Research, Marketing, Marketing Strategy, Spanish, Leadership, International Business, Market Planning, Business Intelligence, Data Analysis, Customer Service, Latin America, Program Management, Team Leadership, Bilingual, English, Marketing Management, Product Marketing, Online Advertising, Digital Marketing, Advertising, Business Planning, Analysis, Sales, Sales Management, Event Planning, Customer Relations, Travel, Cultural Diversity, Tourism, Portuguese, Written & Oral..., Broadcast, Pricing, Social Media Marketing, Anchoring
Education
University of Miami - School of Business 2015 — 2015
Executive Program in Marketing, Marketing
ESIC: Business & Marketing School 2009 — 2010
MBA, Specialized in Marketing
Florida International University 2008 — 2009
MIB, Master of International Business
Florida International University 2002 — 2005
BS in Business Administration, Double major in International Business and Finance
Nancy Rizzuto's Merrill Lynch Experience May 1998 - December 2003
Job Founding Partner, Independent Fiduciary Advisory Firm | DC, DB & Non Qual | Public, Private and NonProfit
Industry Investment Management
Experience
Capital Strategies Investment Group LLC December 2003 - Present
Merrill Lynch May 1998 - December 2003
Howard Johnson & Company October 1993 - May 1998
Peter R. Friedman Ltd. October 1987 - October 1993
Skills
Business Development, Investment Advisory, ERISA Consulting, Fiduciary Services, Defined Benefit, Defined Contribution, Non-Qualified Deferred..., Employee Benefits, Retirement Plan..., Retirement Savings, Governance, Manager Research, Investment Management, Wealth Management, Retirement, Financial Advisory, Investments, Retirement Planning, Strategy, Financial Services, Management
Education
Fairfield University 1985 — 1987
Master of Arts, Business/Corporate Communications
Quinnipiac University 1981 — 1985
Bachelor of Arts, Business/Corporate Communications
Capital Strategies Investment Group LLC December 2003 - Present
Merrill Lynch May 1998 - December 2003
Howard Johnson & Company October 1993 - May 1998
Peter R. Friedman Ltd. October 1987 - October 1993
Skills
Business Development, Investment Advisory, ERISA Consulting, Fiduciary Services, Defined Benefit, Defined Contribution, Non-Qualified Deferred..., Employee Benefits, Retirement Plan..., Retirement Savings, Governance, Manager Research, Investment Management, Wealth Management, Retirement, Financial Advisory, Investments, Retirement Planning, Strategy, Financial Services, Management
Education
Fairfield University 1985 — 1987
Master of Arts, Business/Corporate Communications
Quinnipiac University 1981 — 1985
Bachelor of Arts, Business/Corporate Communications
Jennifer Kavak's Merrill Lynch Experience May 2012 - August 2012
Job Financial Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2014 - Present
University Settlement Society of New York March 2015 - Present
USC Leventhal School of Accounting January 2013 - May 2014
Wells Fargo May 2013 - August 2013
USC Undergraduate Student Government August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
USC Marshall School of Business October 2011 - January 2012
Wpromote May 2011 - August 2011
Smarter Social Media March 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Business Writing, Asset Backed Lending, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Microsoft Word, Social Networking, Leadership, Finance
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Accounting
ESCP Europe 2012 — 2012
Wells Fargo Capital Finance July 2014 - Present
University Settlement Society of New York March 2015 - Present
USC Leventhal School of Accounting January 2013 - May 2014
Wells Fargo May 2013 - August 2013
USC Undergraduate Student Government August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
USC Marshall School of Business October 2011 - January 2012
Wpromote May 2011 - August 2011
Smarter Social Media March 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Business Writing, Asset Backed Lending, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Microsoft Word, Social Networking, Leadership, Finance
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Accounting
ESCP Europe 2012 — 2012
Dora Szalontai Simon Dora Szalontai Simon's Merrill Lynch Experience July 2000 - August 2000
Job at Bank of America
Industry Banking
Experience
Bank of America January 2013 - May 2015
Wombat Capital April 2010 - December 2012
BABC 2008 - 2010
ACG Los Angeles 2007 - 2010
ACG Orange County 2007 - 2010
McGladrey Capital Markets October 2005 - October 2009
McGladrey Capital Markets 2003 - 2009
McGladrey Capital Markets LLC (RSM EquiCo) February 2003 - October 2005
Corporate Finance Partners September 2000 - March 2002
Merrill Lynch July 2000 - August 2000
Skills
Mergers, Private Equity, Valuation, Investment Banking, Joint Ventures
Education
European Business School (BA), Germany 1997 — 2001
Bachelor of Arts, International Business and Economics
European Business School Oestrich-Winkel 1997 — 2001
MBA, Corporate Finance and Real Estate
Bank of America January 2013 - May 2015
Wombat Capital April 2010 - December 2012
BABC 2008 - 2010
ACG Los Angeles 2007 - 2010
ACG Orange County 2007 - 2010
McGladrey Capital Markets October 2005 - October 2009
McGladrey Capital Markets 2003 - 2009
McGladrey Capital Markets LLC (RSM EquiCo) February 2003 - October 2005
Corporate Finance Partners September 2000 - March 2002
Merrill Lynch July 2000 - August 2000
Skills
Mergers, Private Equity, Valuation, Investment Banking, Joint Ventures
Education
European Business School (BA), Germany 1997 — 2001
Bachelor of Arts, International Business and Economics
European Business School Oestrich-Winkel 1997 — 2001
MBA, Corporate Finance and Real Estate
Richard Gilliland, CFP®'s Merrill Lynch Experience October 1992 - February 1999
Job Executive Vice President at Western International Securities
Industry Financial Services
Experience
Western International Securities February 1999 - Present
Cerritos Economic Development Commission 2004 - 2007
Merrill Lynch October 1992 - February 1999
The Friends of Arts Education at the Cerritos Center for the Performing Arts 1993 - 1999
Marcus & Millichap October 1990 - October 1992
Skills
Investments, 401k, Financial Planning, Retirement Planning, Series 7, Wealth Management, Securities, Strategic Financial..., Estate Planning, Financial Advisory, Retirement
Education
University of California, Irvine 2003 — 2004
Certified Financial Planner®
Excelsior College
Finance
Western International Securities February 1999 - Present
Cerritos Economic Development Commission 2004 - 2007
Merrill Lynch October 1992 - February 1999
The Friends of Arts Education at the Cerritos Center for the Performing Arts 1993 - 1999
Marcus & Millichap October 1990 - October 1992
Skills
Investments, 401k, Financial Planning, Retirement Planning, Series 7, Wealth Management, Securities, Strategic Financial..., Estate Planning, Financial Advisory, Retirement
Education
University of California, Irvine 2003 — 2004
Certified Financial Planner®
Excelsior College
Finance
Tais Fernanda Tais Fernanda's Merrill Lynch Experience January 2009 - August 2011
Job Financial Analyst at Xerox
Industry Banking
Experience
Xerox May 2012 - Present
ACS, a Xerox Company October 2011 - May 2012
Bank of America May 2010 - October 2011
Merrill Lynch January 2009 - August 2011
Education
Kean University 2010 — 2012
BA, Business Management
Essex County College 2007 — 2010
AS, Business Management
Xerox May 2012 - Present
ACS, a Xerox Company October 2011 - May 2012
Bank of America May 2010 - October 2011
Merrill Lynch January 2009 - August 2011
Education
Kean University 2010 — 2012
BA, Business Management
Essex County College 2007 — 2010
AS, Business Management
Emmanuel Teboul Emmanuel Teboul's Merrill Lynch Experience January 2014 - June 2014
Job Private Equity Analyst at Triago
Industry Investment Banking
Experience
Triago July 2015 - Present
Merrill Lynch January 2014 - June 2014
BNP Paribas May 2013 - July 2013
ECAI May 2012 - July 2012
Skills
Business Analysis, Microsoft Excel, Negotiation, PowerPoint, Microsoft Office, Marketing Strategy, Microsoft Word, Portfolio Management, Financial Accounting, Financial Markets, Capital-investissement, Analyse financière
Education
ESSEC Business School 2014 — 2016
Programme Grande Ecole
ESSEC Business School 2015 — 2015
Programme Core Track Singapour
Université Panthéon Sorbonne (Paris I) 2011 — 2014
Magistère Finance, Mention Assez Bien
复旦大学 2013 — 2013
Programme d'échange, Finance, Mention Bien Shanghai, China
Université Panthéon Sorbonne (Paris I) 2009 — 2012
Licence, Sciences de Gestion, Mention Assez Bien
Triago July 2015 - Present
Merrill Lynch January 2014 - June 2014
BNP Paribas May 2013 - July 2013
ECAI May 2012 - July 2012
Skills
Business Analysis, Microsoft Excel, Negotiation, PowerPoint, Microsoft Office, Marketing Strategy, Microsoft Word, Portfolio Management, Financial Accounting, Financial Markets, Capital-investissement, Analyse financière
Education
ESSEC Business School 2014 — 2016
Programme Grande Ecole
ESSEC Business School 2015 — 2015
Programme Core Track Singapour
Université Panthéon Sorbonne (Paris I) 2011 — 2014
Magistère Finance, Mention Assez Bien
复旦大学 2013 — 2013
Programme d'échange, Finance, Mention Bien Shanghai, China
Université Panthéon Sorbonne (Paris I) 2009 — 2012
Licence, Sciences de Gestion, Mention Assez Bien
Kristen Dvorak's Merrill Lynch Experience November 2011 - April 2013
Job Administrative Assistant at O'Neal & Brokaw Private Retirement Group
Industry Financial Services
Experience
O'Neal & Brokaw Private Retirement Group April 2013 - Present
Merrill Lynch November 2011 - April 2013
Budget Blinds August 2008 - 2010
Skills
Customer Service, Microsoft Word, Data Entry, Microsoft Office, Time Management, Access, Event Planning, Teamwork, Outlook, Banking, Microsoft, Sage Pro, Microsoft Excel, Research, PowerPoint, SmartStation
Education
Everett Community College 2011 — 2015
O'Neal & Brokaw Private Retirement Group April 2013 - Present
Merrill Lynch November 2011 - April 2013
Budget Blinds August 2008 - 2010
Skills
Customer Service, Microsoft Word, Data Entry, Microsoft Office, Time Management, Access, Event Planning, Teamwork, Outlook, Banking, Microsoft, Sage Pro, Microsoft Excel, Research, PowerPoint, SmartStation
Education
Everett Community College 2011 — 2015
Lisa Baker Noojin's Merrill Lynch Experience 2002 - 2004
Job Senior Associate at Balentine
Industry Marketing and Advertising
Experience
Balentine June 2015 - Present
SONET Solutions, Inc. January 2013 - June 2015
Merrill Lynch 2002 - 2004
Salomon Smith Barney 2000 - 2001
PRIMIS 2000 - 2000
Hartsfield Capital 1998 - 2000
Bank of America 1999 - 1999
Raymond James Financial Inc. 1995 - 1999
R.J. Fitzgerald & Co. 1994 - 1995
Skills
Investments, Strategic Financial..., Finance, Strategy, Risk Management, Business Development, Entrepreneurship, Alternative Investments, Social Media, SEO, Small Business, Social Media ROI, Facebook Marketing, Digital Media, Social Media Marketing, Online Advertising, Reputation Management, Business Intelligence..., Marketing Strategy, Digital Strategy, Social Media Measurement, Social Networking, Goal Analysis, Social Media Best..., Public Relations, Crisis Management, New Business Development, Organizational..., Data Protection, Marketing, Financial Planning, Due Diligence
Education
Everest University-Tampa 1995 — 1996
MBA, Business, 3.9 GPA
Salisbury University - Perdue School of Business 1986 — 1990
Bachelor of Science, Finance
Wicomico Senior Highschool 1982 — 1986
High School
Balentine June 2015 - Present
SONET Solutions, Inc. January 2013 - June 2015
Merrill Lynch 2002 - 2004
Salomon Smith Barney 2000 - 2001
PRIMIS 2000 - 2000
Hartsfield Capital 1998 - 2000
Bank of America 1999 - 1999
Raymond James Financial Inc. 1995 - 1999
R.J. Fitzgerald & Co. 1994 - 1995
Skills
Investments, Strategic Financial..., Finance, Strategy, Risk Management, Business Development, Entrepreneurship, Alternative Investments, Social Media, SEO, Small Business, Social Media ROI, Facebook Marketing, Digital Media, Social Media Marketing, Online Advertising, Reputation Management, Business Intelligence..., Marketing Strategy, Digital Strategy, Social Media Measurement, Social Networking, Goal Analysis, Social Media Best..., Public Relations, Crisis Management, New Business Development, Organizational..., Data Protection, Marketing, Financial Planning, Due Diligence
Education
Everest University-Tampa 1995 — 1996
MBA, Business, 3.9 GPA
Salisbury University - Perdue School of Business 1986 — 1990
Bachelor of Science, Finance
Wicomico Senior Highschool 1982 — 1986
High School
Veridiana Takemori Veridiana Takemori's Merrill Lynch Experience May 2008 - August 2008
Job Owner of The Waxing Spot
Industry Consumer Services
Experience
The Waxing Spot December 2009 - Present
IBM Global Services August 2009 - November 2009
Ridgefield CT SPA December 2002 - November 2009
UBS August 2008 - January 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Finance, Microsoft Excel, Equities, Accounting, Asset Managment, Financial Reporting, Risk Management, Business Analysis, Financial Services, Asset Management, Financial Planning
Education
University of Connecticut 2005 — 2009
Bachelor of Science, Finance - Professional Sales Marketing
Fairfield University 2005 — 2007
Bachelor of Science (BS), Finance, General
The Waxing Spot December 2009 - Present
IBM Global Services August 2009 - November 2009
Ridgefield CT SPA December 2002 - November 2009
UBS August 2008 - January 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Finance, Microsoft Excel, Equities, Accounting, Asset Managment, Financial Reporting, Risk Management, Business Analysis, Financial Services, Asset Management, Financial Planning
Education
University of Connecticut 2005 — 2009
Bachelor of Science, Finance - Professional Sales Marketing
Fairfield University 2005 — 2007
Bachelor of Science (BS), Finance, General
Chelsea Plant Chelsea Plant's Merrill Lynch Experience June 2010 - August 2010
Job Corporate Development Senior Analyst at Apollo Education Group
Industry Education Management
Experience
Apollo Education Group December 2014 - Present
BMO Capital Markets July 2013 - December 2014
Wisconsin School of Business September 2011 - May 2013
BMO Capital Markets June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Capital IQ, Mergers & Acquisitions, Analysis, Bloomberg, Corporate Finance, Customer Service, Microsoft Office, PowerPoint, Finance
Education
University of Wisconsin-Madison
Bachelor's Degree, Double Major: Finance, Investment & Banking; International Business
ESCP Europe
Study Abroad Program - Paris, France
Apollo Education Group December 2014 - Present
BMO Capital Markets July 2013 - December 2014
Wisconsin School of Business September 2011 - May 2013
BMO Capital Markets June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Capital IQ, Mergers & Acquisitions, Analysis, Bloomberg, Corporate Finance, Customer Service, Microsoft Office, PowerPoint, Finance
Education
University of Wisconsin-Madison
Bachelor's Degree, Double Major: Finance, Investment & Banking; International Business
ESCP Europe
Study Abroad Program - Paris, France
Leslie Lydon Leslie Lydon's Merrill Lynch Experience April 2011 - September 2011
Job Key Center Manager at KeyBank
Industry Banking
Experience
KeyBank May 2014 - Present
PNC January 2013 - May 2014
Bank of America October 2011 - January 2013
Merrill Lynch April 2011 - September 2011
Bank of America June 2009 - February 2010
Bank of America March 2007 - June 2009
Coastal Federal Savings and Loan December 2005 - March 2007
Cendant/PHH Mortgage April 1995 - November 2005
Skills
Loans, Loan Origination, Banking, Underwriting, Branch Banking, Consumer Lending, Mortgage Banking, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Relationship Management, Sales Management, Risk Management, Portfolio Management, Finance, Business Development, Leadership, Sales, Wealth Management, Executive Management, Management
Education
University at Buffalo 2010 — 2012
Executive MBA, School of Management
Excelsior College 1993 — 1995
BS, Human Resource Mgmt.
KeyBank May 2014 - Present
PNC January 2013 - May 2014
Bank of America October 2011 - January 2013
Merrill Lynch April 2011 - September 2011
Bank of America June 2009 - February 2010
Bank of America March 2007 - June 2009
Coastal Federal Savings and Loan December 2005 - March 2007
Cendant/PHH Mortgage April 1995 - November 2005
Skills
Loans, Loan Origination, Banking, Underwriting, Branch Banking, Consumer Lending, Mortgage Banking, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Relationship Management, Sales Management, Risk Management, Portfolio Management, Finance, Business Development, Leadership, Sales, Wealth Management, Executive Management, Management
Education
University at Buffalo 2010 — 2012
Executive MBA, School of Management
Excelsior College 1993 — 1995
BS, Human Resource Mgmt.
Caroline Kung Caroline Kung's Merrill Lynch Experience July 2000 - June 2003
Job Principal at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital October 2010 - Present
GB Merchant Partners July 2009 - August 2010
Giorgio Armani September 2004 - July 2007
Merrill Lynch July 2000 - June 2003
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
ESSEC Business School 2003 — 2004
MBA
Harvard University 1996 — 2000
Bachelor of Arts (B.A.)
H.I.G. Capital October 2010 - Present
GB Merchant Partners July 2009 - August 2010
Giorgio Armani September 2004 - July 2007
Merrill Lynch July 2000 - June 2003
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
ESSEC Business School 2003 — 2004
MBA
Harvard University 1996 — 2000
Bachelor of Arts (B.A.)
Celeste Pennacchio's Merrill Lynch Experience June 2007 - August 2007
Job Manager at L'Oréal
Industry Market Research
Experience
L'Oréal January 2014 - Present
L'Oréal October 2011 - December 2013
Millward Brown March 2010 - September 2011
Millward Brown June 2008 - March 2010
Millward Brown January 2008 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
Brand Health Tracking, Concept Development, Consumer Product Testing, Copy Testing, Qualitative Research, Claims Management, Segmentation, A&U, Portfolio Management, Portfolio Optimization, Packaging, Sales Analysis, Advertising Research, Questionnaire Design, Brand Equity, Survey Design, Analytics, Market Research, Strategy
Education
Fairfield University 2004 — 2008
BS, Marketing, Accounting, Communications
Lorenzo de'Medici 2006 — 2006
Study Abroad Program
St. Joseph by-the-Sea High School 2000 — 2004
L'Oréal January 2014 - Present
L'Oréal October 2011 - December 2013
Millward Brown March 2010 - September 2011
Millward Brown June 2008 - March 2010
Millward Brown January 2008 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
Brand Health Tracking, Concept Development, Consumer Product Testing, Copy Testing, Qualitative Research, Claims Management, Segmentation, A&U, Portfolio Management, Portfolio Optimization, Packaging, Sales Analysis, Advertising Research, Questionnaire Design, Brand Equity, Survey Design, Analytics, Market Research, Strategy
Education
Fairfield University 2004 — 2008
BS, Marketing, Accounting, Communications
Lorenzo de'Medici 2006 — 2006
Study Abroad Program
St. Joseph by-the-Sea High School 2000 — 2004
Remy Goldberg Remy Goldberg's Merrill Lynch Experience June 2008 - August 2008
Job Investor Services Assistant Vice President
Industry Financial Services
Experience
Citi June 2014 - Present
Citi July 2013 - June 2014
Citi July 2012 - July 2013
Citi July 2011 - July 2012
Citi June 2010 - August 2010
Bunk1.com May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Data Analysis, PowerPoint, Project Management, Finance, CRM, Business Analysis, Time Management, Business Development, Process Improvement, Financial Analysis, Microsoft Office, Securities, Financial Services, Management, Social Media
Education
Emory University - Goizueta Business School 2007 — 2011
BBA
ESADE Business School 2010 — 2010
BBA
Citi June 2014 - Present
Citi July 2013 - June 2014
Citi July 2012 - July 2013
Citi July 2011 - July 2012
Citi June 2010 - August 2010
Bunk1.com May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Data Analysis, PowerPoint, Project Management, Finance, CRM, Business Analysis, Time Management, Business Development, Process Improvement, Financial Analysis, Microsoft Office, Securities, Financial Services, Management, Social Media
Education
Emory University - Goizueta Business School 2007 — 2011
BBA
ESADE Business School 2010 — 2010
BBA
Valerie Frissora's Merrill Lynch Experience April 1999 - September 2000
Job Director, Human Resources at Keurig Green Mountain
Industry Human Resources
Experience
Keurig Green Mountain, Inc. 2013 - Present
RSA, The Security Division of EMC 2008 - 2013
Marsh April 2007 - May 2008
Marsh April 2004 - March 2007
Lehman Brothers September 2000 - April 2004
Merrill Lynch April 1999 - September 2000
Skills
Employee Relations, Performance Management, Talent Acquisition, Onboarding, Deferred Compensation, Strategic Human..., Process Improvement, Change Management, Employee Engagement, Organizational..., Talent Management, Succession Planning, Coaching, Leadership Development, Cross Functional..., Interviews, Management, Personnel Management, Training
Education
Fairfield University
B.A., Psychology
Mercy College 2003 — 2005
M.S.
Keurig Green Mountain, Inc. 2013 - Present
RSA, The Security Division of EMC 2008 - 2013
Marsh April 2007 - May 2008
Marsh April 2004 - March 2007
Lehman Brothers September 2000 - April 2004
Merrill Lynch April 1999 - September 2000
Skills
Employee Relations, Performance Management, Talent Acquisition, Onboarding, Deferred Compensation, Strategic Human..., Process Improvement, Change Management, Employee Engagement, Organizational..., Talent Management, Succession Planning, Coaching, Leadership Development, Cross Functional..., Interviews, Management, Personnel Management, Training
Education
Fairfield University
B.A., Psychology
Mercy College 2003 — 2005
M.S.
Carolyn Wilde's Merrill Lynch Experience January 2008 - May 2008
Job Account Director at Yahoo!
Industry Online Media
Experience
Yahoo! October 2013 - Present
Adconion Media Group January 2012 - September 2013
Adconion Media Group March 2011 - December 2011
Everyday Health July 2010 - February 2011
Epic Advertising June 2008 - July 2010
Merrill Lynch January 2008 - May 2008
Cisco Brewers May 2006 - May 2008
Hearst Magazines September 2007 - December 2007
Skills
Email Marketing, Online Advertising, Affiliate Marketing, Online Marketing, PPC, Account Management, Advertising, Direct Marketing, Business Development, Display Advertising, E-commerce, Lead Generation, Marketing, Media Buying, Sales, Salesforce.com, Social Media Marketing, Web Analytics, SEO
Education
Fairfield University 2004 — 2008
BAS, Marketing
Florence University of the Arts 2007 — 2007
BAS, International Marketing
Yahoo! October 2013 - Present
Adconion Media Group January 2012 - September 2013
Adconion Media Group March 2011 - December 2011
Everyday Health July 2010 - February 2011
Epic Advertising June 2008 - July 2010
Merrill Lynch January 2008 - May 2008
Cisco Brewers May 2006 - May 2008
Hearst Magazines September 2007 - December 2007
Skills
Email Marketing, Online Advertising, Affiliate Marketing, Online Marketing, PPC, Account Management, Advertising, Direct Marketing, Business Development, Display Advertising, E-commerce, Lead Generation, Marketing, Media Buying, Sales, Salesforce.com, Social Media Marketing, Web Analytics, SEO
Education
Fairfield University 2004 — 2008
BAS, Marketing
Florence University of the Arts 2007 — 2007
BAS, International Marketing
Marie Chinnici-Everitt's Merrill Lynch Experience July 2001 - April 2006
Job Managing Director & Chief Marketing Officer at The Depository Trust & Clearing Corporation (DTCC)
Industry Marketing and Advertising
Experience
The Depository Trust & Clearing Corporation (DTCC) April 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Bank of America Merrill Lynch March 2009 - April 2011
Merrill Lynch & Co., Inc. April 2006 - March 2009
Merrill Lynch July 2001 - April 2006
Merrill Lynch August 2000 - July 2001
Merrill Lynch December 1996 - August 2000
Education
Saint John's University 1991 — 1992
MBA, Executive Management
Fairfield University 1983 — 1987
BS, Marketing, Spanish
University of Pennsylvania - The Wharton School
The Depository Trust & Clearing Corporation (DTCC) April 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Bank of America Merrill Lynch March 2009 - April 2011
Merrill Lynch & Co., Inc. April 2006 - March 2009
Merrill Lynch July 2001 - April 2006
Merrill Lynch August 2000 - July 2001
Merrill Lynch December 1996 - August 2000
Education
Saint John's University 1991 — 1992
MBA, Executive Management
Fairfield University 1983 — 1987
BS, Marketing, Spanish
University of Pennsylvania - The Wharton School
John Protano's Merrill Lynch Experience October 2003 - March 2005
Job Lead Trader at National Grid
Industry Oil & Energy
Experience
National Grid 2012 - Present
IPKeys Technology LLC 2010 - 2011
Black Oak Energy, LLC February 2009 - January 2010
Societe Generale April 2005 - January 2009
Merrill Lynch October 2003 - March 2005
Allegheny Energy Global Markets, L.L.C. January 2001 - September 2003
Merrill Lynch October 1996 - December 2000
Republic National Bank October 1993 - October 1996
Skills
Commodity, Trading, Options, Commodity Markets, Energy, Natural Gas, Hedging, Risk Management, Swaps, Portfolio Management, Finance, Derivatives, Trading Systems, Energy Markets, Financial Risk, Analysis, Structured Finance, Valuation, Trading Strategies, Renewable Energy, Financial Modeling, Investments, Proprietary Trading, Commodity Risk..., Asset Allocation, Asset Management, Fiduciary
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Fairfield University 1987 — 1991
BA, Economics
White Plains High School 1983 — 1987
National Grid 2012 - Present
IPKeys Technology LLC 2010 - 2011
Black Oak Energy, LLC February 2009 - January 2010
Societe Generale April 2005 - January 2009
Merrill Lynch October 2003 - March 2005
Allegheny Energy Global Markets, L.L.C. January 2001 - September 2003
Merrill Lynch October 1996 - December 2000
Republic National Bank October 1993 - October 1996
Skills
Commodity, Trading, Options, Commodity Markets, Energy, Natural Gas, Hedging, Risk Management, Swaps, Portfolio Management, Finance, Derivatives, Trading Systems, Energy Markets, Financial Risk, Analysis, Structured Finance, Valuation, Trading Strategies, Renewable Energy, Financial Modeling, Investments, Proprietary Trading, Commodity Risk..., Asset Allocation, Asset Management, Fiduciary
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Fairfield University 1987 — 1991
BA, Economics
White Plains High School 1983 — 1987
Brian Lange, MBA Brian Lange, MBA's Merrill Lynch Experience March 2011 - October 2011
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Royal Bank of Scotland November 2012 - May 2014
Merrill Lynch March 2011 - October 2011
Latham & Watkins LLP March 2007 - August 2010
Skills
Bloomberg Terminal, Excel, Access, PowerPoint
Education
Hofstra University 2010 — 2012
M.B.A.
Fairfield University 2002 — 2006
B.A., Political Science
Morgan Stanley May 2014 - Present
Royal Bank of Scotland November 2012 - May 2014
Merrill Lynch March 2011 - October 2011
Latham & Watkins LLP March 2007 - August 2010
Skills
Bloomberg Terminal, Excel, Access, PowerPoint
Education
Hofstra University 2010 — 2012
M.B.A.
Fairfield University 2002 — 2006
B.A., Political Science
Alina Sysak Alina Sysak's Merrill Lynch Experience 2007 - 2007
Job Operations Associate Portfolio Administration
Industry Financial Services
Experience
MacKay Shields LLC November 2014 - Present
Cutwater Asset Management July 2012 - October 2014
Barbashop LLC - Commodity Fund February 2009 - October 2012
Legg Mason May 2008 - February 2009
Merrill Lynch 2007 - 2007
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Account Reconciliation, Commodity, FINRA, Asset Allocation, Equities, Fixed Income, Asset Management, Derivatives, Alternative Investments, Securities, Capital Markets, Options, Financial Analysis, Bloomberg, Mutual Funds
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
MacKay Shields LLC November 2014 - Present
Cutwater Asset Management July 2012 - October 2014
Barbashop LLC - Commodity Fund February 2009 - October 2012
Legg Mason May 2008 - February 2009
Merrill Lynch 2007 - 2007
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Account Reconciliation, Commodity, FINRA, Asset Allocation, Equities, Fixed Income, Asset Management, Derivatives, Alternative Investments, Securities, Capital Markets, Options, Financial Analysis, Bloomberg, Mutual Funds
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
Janneth Zurita Janneth Zurita's Merrill Lynch Experience February 2013 - April 2013
Job Spring 2013 intern at Merrill Lynch
Industry International Affairs
Experience
Merrill Lynch February 2013 - April 2013
passaic city hall July 2012 - August 2012
Nanny - Aupair in America August 2007 - January 2008
Nanny- Aupair in America August 2006 - January 2007
Skills
Spanish, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Teamwork, English, Facebook
Education
Montclair State University 2011 — 2013
International Business
Essex Community College 2009 — 2011
Associate Degree, Liberal Arts
24 de mayo
Merrill Lynch February 2013 - April 2013
passaic city hall July 2012 - August 2012
Nanny - Aupair in America August 2007 - January 2008
Nanny- Aupair in America August 2006 - January 2007
Skills
Spanish, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Teamwork, English, Facebook
Education
Montclair State University 2011 — 2013
International Business
Essex Community College 2009 — 2011
Associate Degree, Liberal Arts
24 de mayo
Andrew Storey Andrew Storey's Merrill Lynch Experience November 2006 - March 2009
Job Operations Manager at Commons Capital Advisors, LLC
Industry Financial Services
Experience
Commons Capital Advisors, LLC Client Operations ManagerState StreetApril 2011 - June 2014
Commons Capital Advisors, LLC January 2011 - April 2011
Merrill Lynch November 2006 - March 2009
Skills
Client Relations Skills, Client Service Oriented, Client Liaison, Client Development, Operations Management, Financial Reporting, Mutual Funds, Client Services
Education
Fairfield University 1998 — 2002
Bachelor's degree, Political Science and Government
Commons Capital Advisors, LLC Client Operations ManagerState StreetApril 2011 - June 2014
Commons Capital Advisors, LLC January 2011 - April 2011
Merrill Lynch November 2006 - March 2009
Skills
Client Relations Skills, Client Service Oriented, Client Liaison, Client Development, Operations Management, Financial Reporting, Mutual Funds, Client Services
Education
Fairfield University 1998 — 2002
Bachelor's degree, Political Science and Government
Kimberly Ginsberg's Merrill Lynch Experience June 2015 - August 2015
Job Junior at Fairfield University
Industry Financial Services
Experience
Love Your Melon February 2015 - Present
Hunger Clean Up Club January 2015 - Present
Fairfield University November 2014 - Present
Bedford Bluffs, Inc. May 2014 - Present
Fairfield University January 2014 - Present
Merrill Lynch June 2015 - August 2015
Fairfield University September 2013 - May 2014
Education
Fairfield University 2013 — 2017
Bachelor of Science (B.S.), Sophomore
Love Your Melon February 2015 - Present
Hunger Clean Up Club January 2015 - Present
Fairfield University November 2014 - Present
Bedford Bluffs, Inc. May 2014 - Present
Fairfield University January 2014 - Present
Merrill Lynch June 2015 - August 2015
Fairfield University September 2013 - May 2014
Education
Fairfield University 2013 — 2017
Bachelor of Science (B.S.), Sophomore
Charles Serpa's Merrill Lynch Experience June 2015 - Present
Job Seasonal Client Associate at Merrill Lynch
Industry
Experience
Merrill Lynch June 2015 - Present
Fairfield College Preparatory School September 2014 - December 2014
Fairfield University September 2013 - December 2014
Dunkin' Brands July 2012 - December 2014
Skills
Microsoft Word, Microsoft Excel, Time Value of Money, Management, Leadership, PowerPoint, Access, Bloomberg Terminal, Finance, Customer Service
Education
Fairfield University 2012 — 2016
Bachelors of Science, Finance
Hamilton Wenham Regional High School 2008 — 2012
Merrill Lynch June 2015 - Present
Fairfield College Preparatory School September 2014 - December 2014
Fairfield University September 2013 - December 2014
Dunkin' Brands July 2012 - December 2014
Skills
Microsoft Word, Microsoft Excel, Time Value of Money, Management, Leadership, PowerPoint, Access, Bloomberg Terminal, Finance, Customer Service
Education
Fairfield University 2012 — 2016
Bachelors of Science, Finance
Hamilton Wenham Regional High School 2008 — 2012
Brennan Hill's Merrill Lynch Experience December 2006 - January 2007
Job Consulting Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle November 2014 - Present
Oracle April 2013 - November 2014
ImageTech a Xerox Company September 2012 - April 2013
ImageTech a Xerox Company January 2012 - September 2012
ImageTech a Xerox Company October 2010 - January 2012
The Dartmouth Company September 2009 - December 2009
Merrill Lynch December 2006 - January 2007
Skills
Solution Selling, Sales Management, Business Development, Sales Operations, CRM, Selling, Consulting, SaaS, Strategic Partnerships, Professional Services, Cloud Computing, Oracle E-Business Suite, Networking, Enterprise Software, Marketing
Education
Endicott College 2006 — 2010
Business, Marketing
Oracle November 2014 - Present
Oracle April 2013 - November 2014
ImageTech a Xerox Company September 2012 - April 2013
ImageTech a Xerox Company January 2012 - September 2012
ImageTech a Xerox Company October 2010 - January 2012
The Dartmouth Company September 2009 - December 2009
Merrill Lynch December 2006 - January 2007
Skills
Solution Selling, Sales Management, Business Development, Sales Operations, CRM, Selling, Consulting, SaaS, Strategic Partnerships, Professional Services, Cloud Computing, Oracle E-Business Suite, Networking, Enterprise Software, Marketing
Education
Endicott College 2006 — 2010
Business, Marketing
David Kopp David Kopp's Merrill Lynch Experience 1986 - 1988
Job Chairman at KBG Fund Group
Industry Investment Management
Experience
Whitpain Township 2014 - Present
KBG Fund Group (KB Global Funds, 卡贝基金, NYPC) August 2002 - Present
Natixis July 1992 - July 2002
UBS 1988 - 1992
Merrill Lynch 1986 - 1988
Bank of America 1982 - 1986
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Corporate Finance, Mergers, Emerging Markets, Capital Markets, Mergers & Acquisitions, Equities, IPO, Asset Managment, Financial Advisory, Fundraising, Alternative Investments, Portfolio Management, Asset Management, Entrepreneurship, LBO, Strategy, Funding, Securities, Valuation, Finance, Restructuring, Hedge Funds, Financial Structuring, Fundraisers, doing business in China, Fixed Income, Financial Modeling, Investment Management, Global Asset Management, Equity Research, China Business..., Banking, Structured Finance, Fund Of Funds, Private Placements, Leveraged Finance, Real Estate, Corporate Real Estate, Real Estate Development, Real Estate Transactions, Due Diligence, Trading, Management, Financial Analysis, Business Strategy
Education
Fairfield University
Economics & Fine Arts
New York University
Finance
Peking University
Featured Lecturer, Guangha MBA & PhD Programs
Whitpain Township 2014 - Present
KBG Fund Group (KB Global Funds, 卡贝基金, NYPC) August 2002 - Present
Natixis July 1992 - July 2002
UBS 1988 - 1992
Merrill Lynch 1986 - 1988
Bank of America 1982 - 1986
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Corporate Finance, Mergers, Emerging Markets, Capital Markets, Mergers & Acquisitions, Equities, IPO, Asset Managment, Financial Advisory, Fundraising, Alternative Investments, Portfolio Management, Asset Management, Entrepreneurship, LBO, Strategy, Funding, Securities, Valuation, Finance, Restructuring, Hedge Funds, Financial Structuring, Fundraisers, doing business in China, Fixed Income, Financial Modeling, Investment Management, Global Asset Management, Equity Research, China Business..., Banking, Structured Finance, Fund Of Funds, Private Placements, Leveraged Finance, Real Estate, Corporate Real Estate, Real Estate Development, Real Estate Transactions, Due Diligence, Trading, Management, Financial Analysis, Business Strategy
Education
Fairfield University
Economics & Fine Arts
New York University
Finance
Peking University
Featured Lecturer, Guangha MBA & PhD Programs
Ashley Hyde's Merrill Lynch Experience February 2008 - May 2008
Job Lead Strategic Programs Specialist Deloitte University
Industry Human Resources
Experience
Deloitte July 2014 - Present
Deloitte August 2012 - July 2014
Prudential Financial January 2011 - August 2012
Prudential Financial November 2009 - January 2011
Gap Inc. December 2008 - November 2009
Goldman Sachs June 2008 - August 2008
Merrill Lynch February 2008 - May 2008
Capital Estate Advisors May 2006 - August 2006
Skills
Lotus Notes, Data Analysis, Sourcing, Management, Economics, Recruiting, Onboarding, Vendor Management, Public Speaking, Applicant Tracking..., Investments, Marketing, Taleo, Accounting, Process Improvement, Leadership, Customer Service, Succession Planning, Microsoft Word, Financial Modeling, Microsoft Office, Talent Management, College Recruiting, Employee Benefits, HRIS, Team Leadership, Forecasting, Valuation, Research, Performance Management, Asset Management, Financial Reporting, Financial Analysis, Outlook, Leadership Development, Employee Relations, Finance, Financial Services, Analysis, PeopleSoft, Teamwork, Fixed Income, Human Resources, Risk Management, Access, Project Management, PowerPoint, Social Media, Bloomberg Terminal, Microsoft Excel
Education
Villanova University 2014 — 2017
Master's degree, Human Resources Development
Seton Hall University 2006 — 2008
B.S. in Business Administration, Finance
Fairfield University 2005 — 2006
B.S in Business Administration, Finance
Deloitte July 2014 - Present
Deloitte August 2012 - July 2014
Prudential Financial January 2011 - August 2012
Prudential Financial November 2009 - January 2011
Gap Inc. December 2008 - November 2009
Goldman Sachs June 2008 - August 2008
Merrill Lynch February 2008 - May 2008
Capital Estate Advisors May 2006 - August 2006
Skills
Lotus Notes, Data Analysis, Sourcing, Management, Economics, Recruiting, Onboarding, Vendor Management, Public Speaking, Applicant Tracking..., Investments, Marketing, Taleo, Accounting, Process Improvement, Leadership, Customer Service, Succession Planning, Microsoft Word, Financial Modeling, Microsoft Office, Talent Management, College Recruiting, Employee Benefits, HRIS, Team Leadership, Forecasting, Valuation, Research, Performance Management, Asset Management, Financial Reporting, Financial Analysis, Outlook, Leadership Development, Employee Relations, Finance, Financial Services, Analysis, PeopleSoft, Teamwork, Fixed Income, Human Resources, Risk Management, Access, Project Management, PowerPoint, Social Media, Bloomberg Terminal, Microsoft Excel
Education
Villanova University 2014 — 2017
Master's degree, Human Resources Development
Seton Hall University 2006 — 2008
B.S. in Business Administration, Finance
Fairfield University 2005 — 2006
B.S in Business Administration, Finance
Keith Jarrett Keith Jarrett's Merrill Lynch Experience October 2005 - June 2009
Job Business Development Manager Cloud Economics & TCO at Amazon Web Services
Industry Management Consulting
Experience
Amazon Web Services March 2014 - Present
Arryve July 2011 - March 2014
Moss Adams LLP August 2010 - July 2011
Foster Business School September 2008 - March 2011
Merrill Lynch October 2005 - June 2009
Whitman Investment Company September 2002 - January 2005
Skills
Management Consulting, Project Management, Strategy Development, Financial Modeling, Business Intelligence, Private Equity, Business Valuation, Financial Analysis, Strategy, Leadership, Management, Change Management, Strategic Planning, Finance, Market Research, Competitive Analysis, Business Development
Education
University of Washington, Michael G. Foster School of Business 2008 — 2011
Masters; MBA, Business Administration
ESCP Europe 2009 — 2009
MBA Exchange
Whitman College 2001 — 2005
B.A., Economics
Amazon Web Services March 2014 - Present
Arryve July 2011 - March 2014
Moss Adams LLP August 2010 - July 2011
Foster Business School September 2008 - March 2011
Merrill Lynch October 2005 - June 2009
Whitman Investment Company September 2002 - January 2005
Skills
Management Consulting, Project Management, Strategy Development, Financial Modeling, Business Intelligence, Private Equity, Business Valuation, Financial Analysis, Strategy, Leadership, Management, Change Management, Strategic Planning, Finance, Market Research, Competitive Analysis, Business Development
Education
University of Washington, Michael G. Foster School of Business 2008 — 2011
Masters; MBA, Business Administration
ESCP Europe 2009 — 2009
MBA Exchange
Whitman College 2001 — 2005
B.A., Economics
Kevin Meyer, MBA's Merrill Lynch Experience January 2007 - May 2007
Job Senior Associate at Churchill Asset Management LLC, A TIAACREF Company
Industry Investment Banking
Experience
Churchill Asset Management LLC, A TIAA-CREF Company June 2015 - Present
GE Capital September 2014 - June 2015
GE Capital September 2012 - September 2014
GE Capital June 2011 - September 2012
CONCACAF / FIFA May 2007 - August 2010
Merrill Lynch January 2007 - May 2007
Skills
Credit, Corporate Finance, Customer Relations, Risk, Analysis, Financial Analysis, Financial Modeling, Underwriting, Financial Risk, Management, Equities, Mergers & Acquisitions, Accounting, Loans, Portfolio Management
Education
Fairfield University 2010 — 2011
Dual-MBA, International Business & Finance
Fordham University 2004 — 2008
BS, Finance
Churchill Asset Management LLC, A TIAA-CREF Company June 2015 - Present
GE Capital September 2014 - June 2015
GE Capital September 2012 - September 2014
GE Capital June 2011 - September 2012
CONCACAF / FIFA May 2007 - August 2010
Merrill Lynch January 2007 - May 2007
Skills
Credit, Corporate Finance, Customer Relations, Risk, Analysis, Financial Analysis, Financial Modeling, Underwriting, Financial Risk, Management, Equities, Mergers & Acquisitions, Accounting, Loans, Portfolio Management
Education
Fairfield University 2010 — 2011
Dual-MBA, International Business & Finance
Fordham University 2004 — 2008
BS, Finance
Douglas O'Connor Douglas O'Connor's Merrill Lynch Experience 1997 - 1999
Job Garden City Merchant Services & Payroll Sales Director
Industry Financial Services
Experience
Garden City Chamber of Commerce January 2010 - Present
EVO Payments International October 2013 - November 2014
Heartland Payment Systems May 2010 - October 2013
Heartland Payment Systems January 2010 - May 2010
Mature Living Choices 2007 - 2009
L&D Direct 2002 - 2008
Andover Brokerage 1998 - 2002
Merrill Lynch 1997 - 1999
Dreyfus Corporation 1992 - 1997
Skills
Payments, Small Business, Selling, Payment Card Processing, Cold Calling, Merchant Services, Direct Sales, Selling Skills, Credit Cards, Credit, Account Management, New Business Development, B2B, Sales Management, Business Development, Payroll Solutions, Banking, Sales, Leadership, Sales Operations, Management, Training, Marketing, Finance, Entrepreneurship, Debit Cards, Coaching, Relationship Management, Sales Process, Customer Retention, Electronic Payments, Payment Gateways, Portfolio Management, E-payments, Gift Cards, Loans, ACH, Strategic Partnerships, Customer Service, Team Building, Mobile Payments, Payroll, Payment Systems, Strategic Planning, Marketing Strategy, Salesforce.com, Consulting
Education
Saint John's University 1987 — 1992
BS, Finance
Chaminade High School 1981 — 1984
Fairfield University
Fairfield University
Fairfield University
Garden City Chamber of Commerce January 2010 - Present
EVO Payments International October 2013 - November 2014
Heartland Payment Systems May 2010 - October 2013
Heartland Payment Systems January 2010 - May 2010
Mature Living Choices 2007 - 2009
L&D Direct 2002 - 2008
Andover Brokerage 1998 - 2002
Merrill Lynch 1997 - 1999
Dreyfus Corporation 1992 - 1997
Skills
Payments, Small Business, Selling, Payment Card Processing, Cold Calling, Merchant Services, Direct Sales, Selling Skills, Credit Cards, Credit, Account Management, New Business Development, B2B, Sales Management, Business Development, Payroll Solutions, Banking, Sales, Leadership, Sales Operations, Management, Training, Marketing, Finance, Entrepreneurship, Debit Cards, Coaching, Relationship Management, Sales Process, Customer Retention, Electronic Payments, Payment Gateways, Portfolio Management, E-payments, Gift Cards, Loans, ACH, Strategic Partnerships, Customer Service, Team Building, Mobile Payments, Payroll, Payment Systems, Strategic Planning, Marketing Strategy, Salesforce.com, Consulting
Education
Saint John's University 1987 — 1992
BS, Finance
Chaminade High School 1981 — 1984
Fairfield University
Fairfield University
Fairfield University
Jeffrey LaRocque's Merrill Lynch Experience April 2013 - December 2013
Job Associate Account Executive at FNA Insurance Services, Inc.
Industry Insurance
Experience
FNA Insurance Services, Inc. September 2014 - Present
Legacy Group January 2014 - July 2014
Merrill Lynch April 2013 - December 2013
Cablevision September 2012 - April 2013
Great American Recruiting Company January 2010 - June 2012
Prudential Insurance May 2007 - September 2010
Skills
Microsoft Excel, Social Media, Problem Solving, Recruiting, Human Resources, Resume Tracking, Sourcing, Project Management, Communication
Education
Everglades University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
FNA Insurance Services, Inc. September 2014 - Present
Legacy Group January 2014 - July 2014
Merrill Lynch April 2013 - December 2013
Cablevision September 2012 - April 2013
Great American Recruiting Company January 2010 - June 2012
Prudential Insurance May 2007 - September 2010
Skills
Microsoft Excel, Social Media, Problem Solving, Recruiting, Human Resources, Resume Tracking, Sourcing, Project Management, Communication
Education
Everglades University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Thomas Mantione Thomas Mantione's Merrill Lynch Experience May 1993 - April 2003
Job Private Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS April 2003 - Present
Worth Magazine 2015 - 2015
Merrill Lynch May 1993 - April 2003
Education
University of Chicago, Graduate School of Business 2008 — 2008
Certified Private Wealth Advisor
The Wharton School, University of Pennsylvania 2004 — 2004
Certified Investment Management Analyst
Fairfield University 1990 — 1993
UBS April 2003 - Present
Worth Magazine 2015 - 2015
Merrill Lynch May 1993 - April 2003
Education
University of Chicago, Graduate School of Business 2008 — 2008
Certified Private Wealth Advisor
The Wharton School, University of Pennsylvania 2004 — 2004
Certified Investment Management Analyst
Fairfield University 1990 — 1993
Andrea J. Palumbo's Merrill Lynch Experience January 2009 - January 2009
Job Producer at Genuine Interactive
Industry Marketing and Advertising
Experience
Genuine Interactive July 2015 - Present
Genuine Interactive January 2014 - Present
Cambridge BioMarketing December 2013 - January 2014
Cambridge BioMarketing January 2013 - December 2013
Cambridge BioMarketing June 2012 - January 2013
CGPR January 2012 - June 2012
Kokopelli Rafting Adventures May 2009 - August 2011
Harvard University August 2010 - December 2010
Merrill Lynch January 2009 - January 2009
Concord Park Assisted Living Center May 2008 - June 2008
Skills
Public Relations, Social Media, Advertising, Marketing, Social Media Marketing, Event Management, Marketing Communications, PowerPoint, Digital Marketing, Social Networking, Media Relations
Education
Endicott College 2007 — 2011
BSBA, International Business
College of International Studies - Madrid, Spain 2010 — 2010
Genuine Interactive July 2015 - Present
Genuine Interactive January 2014 - Present
Cambridge BioMarketing December 2013 - January 2014
Cambridge BioMarketing January 2013 - December 2013
Cambridge BioMarketing June 2012 - January 2013
CGPR January 2012 - June 2012
Kokopelli Rafting Adventures May 2009 - August 2011
Harvard University August 2010 - December 2010
Merrill Lynch January 2009 - January 2009
Concord Park Assisted Living Center May 2008 - June 2008
Skills
Public Relations, Social Media, Advertising, Marketing, Social Media Marketing, Event Management, Marketing Communications, PowerPoint, Digital Marketing, Social Networking, Media Relations
Education
Endicott College 2007 — 2011
BSBA, International Business
College of International Studies - Madrid, Spain 2010 — 2010
Andrew DeNapoli Andrew DeNapoli's Merrill Lynch Experience May 2007 - September 2007
Job Defensive Line Desert Region at Red Bull North America
Industry Food & Beverages
Experience
Red Bull February 2014 - Present
Red Bull North America June 2012 - February 2014
Red Bull September 2011 - June 2012
PepsiCo January 2011 - September 2011
Ergotech Group, Inc 2006 - 2011
PepsiCo January 2010 - December 2010
PepsiCo June 2008 - December 2009
Merrill Lynch May 2007 - September 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, SAP, Hyperion Enterprise, Microsoft Excel, Accounting, Finance, Strategic Financial..., PowerPoint, Business Objects, Budgets, Analysis, Sales, Account Reconciliation
Education
Fairfield University 2004 — 2008
Bachelor of Science (BS), Finance, General
Red Bull February 2014 - Present
Red Bull North America June 2012 - February 2014
Red Bull September 2011 - June 2012
PepsiCo January 2011 - September 2011
Ergotech Group, Inc 2006 - 2011
PepsiCo January 2010 - December 2010
PepsiCo June 2008 - December 2009
Merrill Lynch May 2007 - September 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, SAP, Hyperion Enterprise, Microsoft Excel, Accounting, Finance, Strategic Financial..., PowerPoint, Business Objects, Budgets, Analysis, Sales, Account Reconciliation
Education
Fairfield University 2004 — 2008
Bachelor of Science (BS), Finance, General
Julio Leaty Julio Leaty's Merrill Lynch Experience July 2007 - January 2012
Job Administrative Manager
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Wealth Management April 2015 - July 2015
VALIC October 2012 - April 2015
Aflac March 2012 - October 2012
Merrill Lynch July 2007 - January 2012
Merrill Lynch October 2006 - July 2007
Merrill Lynch April 2006 - October 2006
Merrill Lynch January 2004 - April 2006
Merrill Lynch February 2003 - January 2004
Merrill Lynch March 2001 - January 2003
Skills
Portfolio Management, Investments, Financial Advisory, Hedge Funds, Customer Relations, Health Insurance, Term Life Insurance, Disability Insurance, Group Policy, Employee Benefits, Securities, Sales, Mutual Funds, Customer Service, Employee Training, Equities, Asset Allocation, Series 7, Risk Management, Series 63, Series 65, Finance, Retirement Planning, Strategy, Financial Services, Strategic Financial..., Wealth Management, FINRA, Alternative Investments, Financial Planning, Fixed Income
Education
University of Phoenix 2006 — 2010
BS, Business
Essex County College 2001 — 2002
Economics
Rutgers, The State University of New Jersey-Newark 1985 — 1990
Economics
UBS July 2015 - Present
UBS Wealth Management April 2015 - July 2015
VALIC October 2012 - April 2015
Aflac March 2012 - October 2012
Merrill Lynch July 2007 - January 2012
Merrill Lynch October 2006 - July 2007
Merrill Lynch April 2006 - October 2006
Merrill Lynch January 2004 - April 2006
Merrill Lynch February 2003 - January 2004
Merrill Lynch March 2001 - January 2003
Skills
Portfolio Management, Investments, Financial Advisory, Hedge Funds, Customer Relations, Health Insurance, Term Life Insurance, Disability Insurance, Group Policy, Employee Benefits, Securities, Sales, Mutual Funds, Customer Service, Employee Training, Equities, Asset Allocation, Series 7, Risk Management, Series 63, Series 65, Finance, Retirement Planning, Strategy, Financial Services, Strategic Financial..., Wealth Management, FINRA, Alternative Investments, Financial Planning, Fixed Income
Education
University of Phoenix 2006 — 2010
BS, Business
Essex County College 2001 — 2002
Economics
Rutgers, The State University of New Jersey-Newark 1985 — 1990
Economics
Paul Rubacka, CFP®, CLU®, ChFC® Paul Rubacka, CFP®, CLU®, ChFC®'s Merrill Lynch Experience July 2008 - January 2009
Job CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
CUNA Mutual Group May 2013 - Present
Northwestern Mutual Financial Network April 2009 - November 2012
Merrill Lynch July 2008 - January 2009
Cadaret Grant January 2007 - June 2008
Cadaret Grant August 2005 - December 2006
Cadaret Grant January 2002 - July 2005
Standard & Poor's Fund Services September 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Financial Analysis, Client Development, Investor Relations, Public Speaking, Strategic Financial..., Asset Allocation, Investments, Mutual Funds, ETFs, Stocks, Bonds, Variable Annuities, Variable Life, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Personal Budgeting, High Net Worth..., Social Security, Medicare, Series 7, Series 66, Series 63, NY State Life and..., GoToMeeting, Salesforce.com, Pareto Platform CRM, Albridge Solutions..., NaviPlan Platform for..., Monte Carlo Simulation, Morningstar Workstation, Microsoft Office, 401k Rollovers, IRAs, Retirement Benefits, Employee Benefits, Executive Compensation..., Retirement Plan..., Financial Planning, Financial Advisory
Education
Excelsior College
Bachelor of Science, Liberal Arts
Northeastern University 1984 — 1987
CUNA Mutual Group May 2013 - Present
Northwestern Mutual Financial Network April 2009 - November 2012
Merrill Lynch July 2008 - January 2009
Cadaret Grant January 2007 - June 2008
Cadaret Grant August 2005 - December 2006
Cadaret Grant January 2002 - July 2005
Standard & Poor's Fund Services September 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Financial Analysis, Client Development, Investor Relations, Public Speaking, Strategic Financial..., Asset Allocation, Investments, Mutual Funds, ETFs, Stocks, Bonds, Variable Annuities, Variable Life, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Personal Budgeting, High Net Worth..., Social Security, Medicare, Series 7, Series 66, Series 63, NY State Life and..., GoToMeeting, Salesforce.com, Pareto Platform CRM, Albridge Solutions..., NaviPlan Platform for..., Monte Carlo Simulation, Morningstar Workstation, Microsoft Office, 401k Rollovers, IRAs, Retirement Benefits, Employee Benefits, Executive Compensation..., Retirement Plan..., Financial Planning, Financial Advisory
Education
Excelsior College
Bachelor of Science, Liberal Arts
Northeastern University 1984 — 1987
Julius Moultrie III's Merrill Lynch Experience September 2008 - December 2008
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
TD Bank July 2013 - Present
Citi August 2012 - May 2013
City of New York - FISA January 2009 - July 2012
Merrill Lynch September 2008 - December 2008
Legg Mason November 2007 - June 2008
ACS, a Xerox Company June 2002 - November 2007
StayinFront September 2000 - May 2002
SymphonyIRI Group, Inc August 1998 - September 2000
Blue Cross Blue Shield August 1995 - August 1998
Macys 1986 - 1997
Skills
Data Warehousing, HRIS, Production Support, Business Intelligence, ETL, Compensation, Data Modeling, OLAP, Benefits Administration, Business Objects, Data Integration, Data Quality, Analysis, Business Analysis, Databases, Deferred Compensation, Employee Benefits, HR Project Management, Project Management, Requirements Gathering, SDLC, Software Documentation, Visio, Testing, Business Process, User Acceptance Testing, CRM, SharePoint, Vendor Management, Systems Analysis, SQL, Crystal Reports, Integration, Unix, Process Improvement, Information Technology, Data Migration, Human Resources, Mainframe, Consulting, DB2, Training, Change Management, IT Management, MS Project
Education
Rutgers the State University/New Jersey Institute of Technology 1991 — 1995
BA, Computer Science
Essex County College 1987 — 1991
AAS, Architecture
TD Bank July 2013 - Present
Citi August 2012 - May 2013
City of New York - FISA January 2009 - July 2012
Merrill Lynch September 2008 - December 2008
Legg Mason November 2007 - June 2008
ACS, a Xerox Company June 2002 - November 2007
StayinFront September 2000 - May 2002
SymphonyIRI Group, Inc August 1998 - September 2000
Blue Cross Blue Shield August 1995 - August 1998
Macys 1986 - 1997
Skills
Data Warehousing, HRIS, Production Support, Business Intelligence, ETL, Compensation, Data Modeling, OLAP, Benefits Administration, Business Objects, Data Integration, Data Quality, Analysis, Business Analysis, Databases, Deferred Compensation, Employee Benefits, HR Project Management, Project Management, Requirements Gathering, SDLC, Software Documentation, Visio, Testing, Business Process, User Acceptance Testing, CRM, SharePoint, Vendor Management, Systems Analysis, SQL, Crystal Reports, Integration, Unix, Process Improvement, Information Technology, Data Migration, Human Resources, Mainframe, Consulting, DB2, Training, Change Management, IT Management, MS Project
Education
Rutgers the State University/New Jersey Institute of Technology 1991 — 1995
BA, Computer Science
Essex County College 1987 — 1991
AAS, Architecture
Beatrice T. Sanford, MA Beatrice T. Sanford, MA's Merrill Lynch Experience 1993 - 2001
Job Development Director Saint Bede Catholic Church
Industry Fund-Raising
Experience
Wilson College November 2012 - October 2013
NC State University January 2010 - November 2012
Angel Medical Center July 2007 - January 2010
Elon University 2001 - 2006
Merrill Lynch 1993 - 2001
Skills
Planned Giving, Fundraising, Estate Planning, Relationship Management, Stewardship, Grant Writing, Non-profits, Community Outreach, Annual Giving, Board Development, Philanthropy, Media Relations, Program Development, Event Planning, Alumni Relations, Leadership, Public Relations, Nonprofits, Higher Education, Grants, Strategy, Proposal Writing, Public Speaking, Non-profit..., Newsletters, Editing, Volunteer Management, Donor Recognition, Leadership Development, Prospect Research, Fundraisers, Event Management, Strategic Planning, Community Development, Press Releases, Strategic Communications, Capital Campaigns, Research, Marketing Communications, Charities, Program Evaluation, Speech Writing, Staff Development, Social Networking, Student Development, Student Affairs, Organizational..., Career Counseling, Program Management, Teaching
Education
University of North Carolina at Greensboro 2004 — 2007
Masters of Art, Liberal Studies, 3.97
Excelsior College 1990 — 1999
Bachelor of Science (B.S.), Liberal Studies, 3.90
Wilson College November 2012 - October 2013
NC State University January 2010 - November 2012
Angel Medical Center July 2007 - January 2010
Elon University 2001 - 2006
Merrill Lynch 1993 - 2001
Skills
Planned Giving, Fundraising, Estate Planning, Relationship Management, Stewardship, Grant Writing, Non-profits, Community Outreach, Annual Giving, Board Development, Philanthropy, Media Relations, Program Development, Event Planning, Alumni Relations, Leadership, Public Relations, Nonprofits, Higher Education, Grants, Strategy, Proposal Writing, Public Speaking, Non-profit..., Newsletters, Editing, Volunteer Management, Donor Recognition, Leadership Development, Prospect Research, Fundraisers, Event Management, Strategic Planning, Community Development, Press Releases, Strategic Communications, Capital Campaigns, Research, Marketing Communications, Charities, Program Evaluation, Speech Writing, Staff Development, Social Networking, Student Development, Student Affairs, Organizational..., Career Counseling, Program Management, Teaching
Education
University of North Carolina at Greensboro 2004 — 2007
Masters of Art, Liberal Studies, 3.97
Excelsior College 1990 — 1999
Bachelor of Science (B.S.), Liberal Studies, 3.90
Anthony Silver Anthony Silver's Merrill Lynch Experience 1993 - 1995
Job Owner of Gray Matters LLC
Industry Mental Health Care
Experience
Gray Matters LLC November 2008 - Present
The Southfield Center for Development March 2012 - September 2014
merrill lynch 1993 - 1995
Skills
Psychotherapist, Family Therapist, Neurofeedback Clinician, Therapists, Neurofeedback, Psychotherapy, Family Therapy, Treatment, Mental Health, Mental Health Counseling, Adolescents, Clinical Research, Psychology, Group Therapy, CBT, Psychological Assessment, Life Transitions, Mindfulness
Education
Fairfield University 2010 — 2012
Master of Arts (MA), Marriage and Family Therapy/Counseling
University of Phoenix 2009 — 2011
Master of Science (MS), Psychology
The University of Hull 1986 — 1989
BSc Hons, Psychology
Gray Matters LLC November 2008 - Present
The Southfield Center for Development March 2012 - September 2014
merrill lynch 1993 - 1995
Skills
Psychotherapist, Family Therapist, Neurofeedback Clinician, Therapists, Neurofeedback, Psychotherapy, Family Therapy, Treatment, Mental Health, Mental Health Counseling, Adolescents, Clinical Research, Psychology, Group Therapy, CBT, Psychological Assessment, Life Transitions, Mindfulness
Education
Fairfield University 2010 — 2012
Master of Arts (MA), Marriage and Family Therapy/Counseling
University of Phoenix 2009 — 2011
Master of Science (MS), Psychology
The University of Hull 1986 — 1989
BSc Hons, Psychology
Maud Brown Maud Brown's Merrill Lynch Experience August 1999 - April 2001
Job Investcorp
Industry Venture Capital & Private Equity
Experience
Investcorp April 2001 - Present
Merrill Lynch August 1999 - April 2001
Salomon Brothers September 1997 - July 1999
Education
ESCP Europe 1993 — 1997
Business Administration and Management, General
Universite Paris XI (Sceau) 1994 — 1997
Maitrise, Corporate Law
Investcorp April 2001 - Present
Merrill Lynch August 1999 - April 2001
Salomon Brothers September 1997 - July 1999
Education
ESCP Europe 1993 — 1997
Business Administration and Management, General
Universite Paris XI (Sceau) 1994 — 1997
Maitrise, Corporate Law
Michael T. H. LeBlanc Michael T. H. LeBlanc's Merrill Lynch Experience January 1990 - October 1990
Job Entrepreneur and Telecom Industry Executive
Industry Telecommunications
Experience
FreedomVOICE January 2009 - Present
LeBlanc Communications Group, Inc. October 1993 - Present
Digium Partner Advisory Council January 2011 - October 2014
Fairchester Technology Network January 2010 - July 2012
NextRing.com February 2006 - August 2009
Kayak for a Cause August 2006 - August 2008
Hyperion Software October 1990 - October 1993
Merrill Lynch January 1990 - October 1990
Merrill Lynch June 1988 - January 1990
Deloitte August 1986 - June 1988
Skills
VoIP, Telecommunications, Telephony, Unified Communications, Strategic Partnerships, Managed Services, Call Center, Wireless, Product Management, Cloud Computing, Business Development, Channel, IP, SIP, SaaS, Virtualization, SIP Trunking, Solution Selling, MPLS, Network Design, Technical Support, Call Centers, Integration, Leadership, CRM, Management, Entrepreneurship, Strategy, Enterprise Software, Professional Services, Project Management, Channel Partners, Go-to-market Strategy, Vendor Management, Data Center, Direct Sales, Mobile Devices, Security, Cisco Technologies, Switches, Co-location, Network Security, Consulting, Networking, Marketing
Education
Fairfield University 1982 — 1986
BS, Accounting, Minor in Info Systems
FreedomVOICE January 2009 - Present
LeBlanc Communications Group, Inc. October 1993 - Present
Digium Partner Advisory Council January 2011 - October 2014
Fairchester Technology Network January 2010 - July 2012
NextRing.com February 2006 - August 2009
Kayak for a Cause August 2006 - August 2008
Hyperion Software October 1990 - October 1993
Merrill Lynch January 1990 - October 1990
Merrill Lynch June 1988 - January 1990
Deloitte August 1986 - June 1988
Skills
VoIP, Telecommunications, Telephony, Unified Communications, Strategic Partnerships, Managed Services, Call Center, Wireless, Product Management, Cloud Computing, Business Development, Channel, IP, SIP, SaaS, Virtualization, SIP Trunking, Solution Selling, MPLS, Network Design, Technical Support, Call Centers, Integration, Leadership, CRM, Management, Entrepreneurship, Strategy, Enterprise Software, Professional Services, Project Management, Channel Partners, Go-to-market Strategy, Vendor Management, Data Center, Direct Sales, Mobile Devices, Security, Cisco Technologies, Switches, Co-location, Network Security, Consulting, Networking, Marketing
Education
Fairfield University 1982 — 1986
BS, Accounting, Minor in Info Systems
JP Howlett JP Howlett's Merrill Lynch Experience October 2003 - February 2004
Job Managing Director at Homeshore America
Industry Outsourcing/Offshoring
Experience
Homeshore America December 2008 - Present
JPH Consulting LLC July 2004 - Present
Acorn Group May 2008 - December 2008
Acorn Group May 2007 - May 2008
Transworld Systems August 2004 - January 2005
Merrill Lynch October 2003 - February 2004
Merrill Lynch December 2001 - October 2003
Merrill Lynch September 1998 - December 2001
Emtec, Inc. December 1997 - September 1998
Emtec, Inc. October 1996 - December 1997
Skills
Vendor Management, Business Analysis, Process Improvement, CRM, Strategic Planning, Sales, Outsourcing, Software Development, Call Centers, IT Strategy, Access, Customer Satisfaction, Business Process..., Account Management, IT Service Management, Integration, Leadership, Cloud Computing, Team Building, Business Intelligence, Consulting
Education
Essex County College 2009 — 2009
AS, Computer Science
University of Colorado Boulder 1991 — 1993
BA, Business Information Systems
Homeshore America December 2008 - Present
JPH Consulting LLC July 2004 - Present
Acorn Group May 2008 - December 2008
Acorn Group May 2007 - May 2008
Transworld Systems August 2004 - January 2005
Merrill Lynch October 2003 - February 2004
Merrill Lynch December 2001 - October 2003
Merrill Lynch September 1998 - December 2001
Emtec, Inc. December 1997 - September 1998
Emtec, Inc. October 1996 - December 1997
Skills
Vendor Management, Business Analysis, Process Improvement, CRM, Strategic Planning, Sales, Outsourcing, Software Development, Call Centers, IT Strategy, Access, Customer Satisfaction, Business Process..., Account Management, IT Service Management, Integration, Leadership, Cloud Computing, Team Building, Business Intelligence, Consulting
Education
Essex County College 2009 — 2009
AS, Computer Science
University of Colorado Boulder 1991 — 1993
BA, Business Information Systems
Jesse Dinius Jesse Dinius's Merrill Lynch Experience September 2004 - April 2005
Job Project Manager at Ogilvy & Mather
Industry Marketing and Advertising
Experience
Ogilvy & Mather November 2008 - Present
Tracy Locke September 2007 - September 2008
Synapse Group Inc./Time Inc. June 2005 - January 2007
Merrill Lynch September 2004 - April 2005
Chaves Inc. July 2004 - April 2005
Morgan Stanley June 2004 - October 2004
Education
Fairfield University 2001 — 2005
BA, Information Systems, Statistics, Research methods, Social Psychology, Legal Environmental Business
Ogilvy & Mather November 2008 - Present
Tracy Locke September 2007 - September 2008
Synapse Group Inc./Time Inc. June 2005 - January 2007
Merrill Lynch September 2004 - April 2005
Chaves Inc. July 2004 - April 2005
Morgan Stanley June 2004 - October 2004
Education
Fairfield University 2001 — 2005
BA, Information Systems, Statistics, Research methods, Social Psychology, Legal Environmental Business
Kevin Del Mauro's Merrill Lynch Experience May 2007 - August 2007
Job Vice President at Investcorp
Industry Investment Banking
Experience
Investcorp June 2015 - Present
Credit Suisse July 2013 - June 2015
Bank of America Merrill Lynch October 2011 - July 2013
Bank of America Merrill Lynch June 2008 - October 2011
Merrill Lynch May 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Mergers & Acquisitions, Investment Banking, Series 7, Capital Raising, Private Equity, Alternative Investments, Relationship Management, Corporate Finance, Middle Market, Microsoft Office, Microsoft Word, PowerPoint, Sales, Hedge Funds, Investor Relations, Mutual Funds, Series 66, M&A Experience, Due Diligence, Recapitalizations, Microsoft Excel, Microsoft PowerPoint, Market Research, Process Improvement
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
Investcorp June 2015 - Present
Credit Suisse July 2013 - June 2015
Bank of America Merrill Lynch October 2011 - July 2013
Bank of America Merrill Lynch June 2008 - October 2011
Merrill Lynch May 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Mergers & Acquisitions, Investment Banking, Series 7, Capital Raising, Private Equity, Alternative Investments, Relationship Management, Corporate Finance, Middle Market, Microsoft Office, Microsoft Word, PowerPoint, Sales, Hedge Funds, Investor Relations, Mutual Funds, Series 66, M&A Experience, Due Diligence, Recapitalizations, Microsoft Excel, Microsoft PowerPoint, Market Research, Process Improvement
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
Alba Rubio Rodriguez's Merrill Lynch Experience June 2011 - September 2011
Job Strategy Internship at The Economist
Industry Publishing
Experience
The Economist February 2015 - Present
Bank of America Merrill Lynch September 2012 - June 2014
United Nations January 2014 - March 2014
IMG Media September 2011 - December 2011
Merrill Lynch June 2011 - September 2011
ESADE September 2009 - September 2011
Asociación Española de Lujo January 2011 - May 2011
Grupo Panrico June 2010 - September 2010
Skills
Business Strategy, Project Management, Public Relations, Leadership, Entrepreneurship, Marketing, Politics, English, Market Research, Strategy, Analysis, Marketing Strategy, Business Development, French, Communication, Product Management, German, Community Management, Economics, Financial Analysis, Spanish, Public Speaking
Education
Singapore Management University 2012 — 2013
Master's degree, Southeast Asian Studies
ESADE Business School 2007 — 2012
Bachelor of Business Administration (BBA)
Universitat Autònoma de Barcelona 2011 — 2014
Journalism and Communication Studies
The Economist February 2015 - Present
Bank of America Merrill Lynch September 2012 - June 2014
United Nations January 2014 - March 2014
IMG Media September 2011 - December 2011
Merrill Lynch June 2011 - September 2011
ESADE September 2009 - September 2011
Asociación Española de Lujo January 2011 - May 2011
Grupo Panrico June 2010 - September 2010
Skills
Business Strategy, Project Management, Public Relations, Leadership, Entrepreneurship, Marketing, Politics, English, Market Research, Strategy, Analysis, Marketing Strategy, Business Development, French, Communication, Product Management, German, Community Management, Economics, Financial Analysis, Spanish, Public Speaking
Education
Singapore Management University 2012 — 2013
Master's degree, Southeast Asian Studies
ESADE Business School 2007 — 2012
Bachelor of Business Administration (BBA)
Universitat Autònoma de Barcelona 2011 — 2014
Journalism and Communication Studies
Brian Corbett, CFA's Merrill Lynch Experience August 2006 - June 2008
Job Analyst at Merrill Lynch, Bender Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch, Bender Wealth Management Group August 2013 - Present
Oppenheimer & Co. June 2008 - August 2013
Merrill Lynch August 2006 - June 2008
DDB Worldwide June 2005 - August 2005
Skills
Series 7, Series 66, Chartered Financial..., Equities, Fixed Income, Uniform Combined State..., Alternative Investments
Education
Fairfield University 2002 — 2006
Bachelor of Science, Marketing
Merrill Lynch, Bender Wealth Management Group August 2013 - Present
Oppenheimer & Co. June 2008 - August 2013
Merrill Lynch August 2006 - June 2008
DDB Worldwide June 2005 - August 2005
Skills
Series 7, Series 66, Chartered Financial..., Equities, Fixed Income, Uniform Combined State..., Alternative Investments
Education
Fairfield University 2002 — 2006
Bachelor of Science, Marketing
Charles Laubach's Merrill Lynch Experience 1983 - 1986
Job Financial Advisor, Vice PresidentInvestments, Chapin Davis
Industry Financial Services
Experience
Chapin Davis, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - February 2015
Wells Fargo Advisors 2004 - 2012
Morgan Stanley 1994 - 2004
Smith Barney 1986 - 1994
Merrill Lynch 1983 - 1986
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Retirement, Estate Planning, Financial Modeling, Financial Planning, Strategic Planning, Portfolio Management
Education
Loyola University Maryland 1981 — 1982
Master of Business Administration (MBA), Accounting
University of Baltimore 1976 — 1978
Bachelor of Science (BS), Finance
Essex Community College
Perry Hall
Chapin Davis, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - February 2015
Wells Fargo Advisors 2004 - 2012
Morgan Stanley 1994 - 2004
Smith Barney 1986 - 1994
Merrill Lynch 1983 - 1986
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Retirement, Estate Planning, Financial Modeling, Financial Planning, Strategic Planning, Portfolio Management
Education
Loyola University Maryland 1981 — 1982
Master of Business Administration (MBA), Accounting
University of Baltimore 1976 — 1978
Bachelor of Science (BS), Finance
Essex Community College
Perry Hall
Armel Romeo Kouassi, FRM Armel Romeo Kouassi, FRM's Merrill Lynch Experience 2008 - 2008
Job Member of the Board at Wharton Club of Africa
Industry Capital Markets
Experience
Wharton Club of Africa January 2014 - Present
Hudson City Savings Bank March 2012 - Present
Citi February 2010 - Present
Discoverpoint Capital - Pan Africa focused Private Equity January 2009 - December 2009
Emerging Development Investment, LLC January 2009 - April 2009
Merrill Lynch 2008 - 2008
GE Capital January 2004 - December 2007
KPMG / Salustro Reydel January 2002 - December 2003
Finance Technology Management January 2001 - December 2001
HSBC Global Asset Management 2000 - 2000
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Derivatives, Fixed Income, Equities, Private Equity, Capital Markets, Financial Analysis, Emerging Markets, Bloomberg, Due Diligence, Portfolio Management, Hedge Funds, Investments, Risk Management, Alternative Investments, Asset Managment, Mergers, Financial Risk, Finance, Proprietary Trading, Financial Structuring, Structured Finance, Financial Markets, Trading, Structured Products, Market Risk, Strategy, Banking
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
ESCP Europe 1999 — 2002
MS
ENSEA Advanced School of Statistics and Economy 1996 — 1999
MS
NYU Shack Institute of Real Estate
Wharton Club of Africa January 2014 - Present
Hudson City Savings Bank March 2012 - Present
Citi February 2010 - Present
Discoverpoint Capital - Pan Africa focused Private Equity January 2009 - December 2009
Emerging Development Investment, LLC January 2009 - April 2009
Merrill Lynch 2008 - 2008
GE Capital January 2004 - December 2007
KPMG / Salustro Reydel January 2002 - December 2003
Finance Technology Management January 2001 - December 2001
HSBC Global Asset Management 2000 - 2000
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Derivatives, Fixed Income, Equities, Private Equity, Capital Markets, Financial Analysis, Emerging Markets, Bloomberg, Due Diligence, Portfolio Management, Hedge Funds, Investments, Risk Management, Alternative Investments, Asset Managment, Mergers, Financial Risk, Finance, Proprietary Trading, Financial Structuring, Structured Finance, Financial Markets, Trading, Structured Products, Market Risk, Strategy, Banking
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
ESCP Europe 1999 — 2002
MS
ENSEA Advanced School of Statistics and Economy 1996 — 1999
MS
NYU Shack Institute of Real Estate
Jieun Lee Jieun Lee's Merrill Lynch Experience May 2007 - May 2008
Job Accountant at Renner and Company
Industry Accounting
Experience
Renner and Company May 2014 - Present
King Street Wireless May 2013 - May 2014
Samsung SNS America October 2012 - May 2013
International Monetary Fund June 2010 - October 2012
Merrill Lynch May 2007 - May 2008
Lehman Brothers June 2004 - July 2006
Skills
Accounting, Financial Analysis, Accounts Payable, Chartered Financial..., General Ledger, Cash Management, Fixed Assets, Month End Close, Treasury, QuickBooks, PeopleSoft, Access Database, Microsoft Office, Microsoft Excel
Education
Korea University 2003 — 2007
MS, International Commerce
名古屋大学 / Nagoya University 2001 — 2002
Ewha Womans University 1998 — 2002
BS, Science education
Renner and Company May 2014 - Present
King Street Wireless May 2013 - May 2014
Samsung SNS America October 2012 - May 2013
International Monetary Fund June 2010 - October 2012
Merrill Lynch May 2007 - May 2008
Lehman Brothers June 2004 - July 2006
Skills
Accounting, Financial Analysis, Accounts Payable, Chartered Financial..., General Ledger, Cash Management, Fixed Assets, Month End Close, Treasury, QuickBooks, PeopleSoft, Access Database, Microsoft Office, Microsoft Excel
Education
Korea University 2003 — 2007
MS, International Commerce
名古屋大学 / Nagoya University 2001 — 2002
Ewha Womans University 1998 — 2002
BS, Science education
Wayne Sellar, CPA,CFP, PFS's Merrill Lynch Experience January 1998 - January 1999
Job Financial Advisor at CUSO Financial Services, LP
Industry Investment Banking
Experience
CUSO Financial Services, LP August 2015 - Present
Bank of America June 2011 - July 2015
CCO Investments October 2006 - June 2010
Banc of America Investment Services January 2000 - January 2006
World Savings and Loan January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Banking, Mutual Funds, Series 7, Finance, Investments
Education
Endicott College 2010 — 2010
MBA, progress
Plymouth State College 1981 — 1985
BS, Accounting; Accounting
CUSO Financial Services, LP August 2015 - Present
Bank of America June 2011 - July 2015
CCO Investments October 2006 - June 2010
Banc of America Investment Services January 2000 - January 2006
World Savings and Loan January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Banking, Mutual Funds, Series 7, Finance, Investments
Education
Endicott College 2010 — 2010
MBA, progress
Plymouth State College 1981 — 1985
BS, Accounting; Accounting
Marvin Amberg's Merrill Lynch Experience July 2008 - September 2009
Job
Industry Retail
Experience
caseable, LLC September 2009 - Present
PATCHPEOPLE LTD. November 2007 - Present
Merrill Lynch July 2008 - September 2009
Droege & Comp. July 2007 - September 2007
JP Morgan January 2007 - March 2007
HypoVereinsbank May 2006 - August 2006
Education
European Business School Oestrich-Winkel 2005 — 2008
Bachelor of Science, General Business Administration
Universidad Argentina de la Empresa 2007 — 2007
Corporate Finance, Financial Engineering
caseable, LLC September 2009 - Present
PATCHPEOPLE LTD. November 2007 - Present
Merrill Lynch July 2008 - September 2009
Droege & Comp. July 2007 - September 2007
JP Morgan January 2007 - March 2007
HypoVereinsbank May 2006 - August 2006
Education
European Business School Oestrich-Winkel 2005 — 2008
Bachelor of Science, General Business Administration
Universidad Argentina de la Empresa 2007 — 2007
Corporate Finance, Financial Engineering
Morgan Sell Morgan Sell's Merrill Lynch Experience May 2004 - August 2004
Job Energy & Infrastructure Finance/Economics Professional
Industry Oil & Energy
Experience
NaturEner June 2014 - Present
Energy Recovery Inc August 2012 - November 2013
Solar Power Producer December 2011 - March 2012
Carlisle Energy Services March 2011 - September 2011
BCS, Inc. October 2009 - March 2011
Deutsche Bank April 2009 - October 2009
T. Rowe Price June 2008 - March 2009
Merrill Lynch May 2004 - August 2004
Skills
Financial Modeling, Project Finance, Corporate Finance, Solar Energy, Renewable Energy, Financial Analysis, VBA, Asset Management, Econometric Modeling, Structured Finance, Python, R, Tax Equity, Project Management, Data Analysis, Process Engineering, Equities, Managerial Finance, Business Analysis, Capital Budgeting, Operations Research, Financial Accounting, OOP, Project Development, Object-Oriented..., Business Strategy, Finance, Business Development, Data Visualization
Education
ESADE Business School
Masters of Science, International Management
University of Florida - Warrington College Of Business
Masters of Arts, International Business
University of Florida
Bachelors of Arts, Economics
NaturEner June 2014 - Present
Energy Recovery Inc August 2012 - November 2013
Solar Power Producer December 2011 - March 2012
Carlisle Energy Services March 2011 - September 2011
BCS, Inc. October 2009 - March 2011
Deutsche Bank April 2009 - October 2009
T. Rowe Price June 2008 - March 2009
Merrill Lynch May 2004 - August 2004
Skills
Financial Modeling, Project Finance, Corporate Finance, Solar Energy, Renewable Energy, Financial Analysis, VBA, Asset Management, Econometric Modeling, Structured Finance, Python, R, Tax Equity, Project Management, Data Analysis, Process Engineering, Equities, Managerial Finance, Business Analysis, Capital Budgeting, Operations Research, Financial Accounting, OOP, Project Development, Object-Oriented..., Business Strategy, Finance, Business Development, Data Visualization
Education
ESADE Business School
Masters of Science, International Management
University of Florida - Warrington College Of Business
Masters of Arts, International Business
University of Florida
Bachelors of Arts, Economics
Johnnie McBride Johnnie McBride's Merrill Lynch Experience August 2006 - March 2009
Job Owner/Operator at McBride International Corporation (MINT)
Industry Wholesale
Experience
McBride International Corporation August 2011 - Present
Merrill Lynch August 2006 - March 2009
JPMorgan Chase August 2003 - July 2006
Skills
Investment Banking, Valuation, Financial Analysis, Financial Modeling
Education
ESADE Business School 2011 — 2011
MBA, Exchange Student
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Morehouse College 1999 — 2003
BA, Finance
McBride International Corporation August 2011 - Present
Merrill Lynch August 2006 - March 2009
JPMorgan Chase August 2003 - July 2006
Skills
Investment Banking, Valuation, Financial Analysis, Financial Modeling
Education
ESADE Business School 2011 — 2011
MBA, Exchange Student
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Morehouse College 1999 — 2003
BA, Finance
Andrew R. Whiting's Merrill Lynch Experience 2003 - 2005
Job Vice President Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2012 - Present
AXA Equitable August 2011 - November 2012
The Hartford May 2006 - August 2011
New York Life Insurance Company October 2005 - April 2006
Merrill Lynch 2003 - 2005
Skills
Retirement, Retirement Planning, Mutual Funds, Series 6, 401k, Series 63, Investments, Sales, New Business Development, Asset Allocation, Business Development, Relationship Management, Defined Contribution, Qualified Retirement...
Education
Fairfield University 2001 — 2005
B.S., Marketing
St.Joseph Regional High School 1997 — 2001
Lincoln Financial Group November 2012 - Present
AXA Equitable August 2011 - November 2012
The Hartford May 2006 - August 2011
New York Life Insurance Company October 2005 - April 2006
Merrill Lynch 2003 - 2005
Skills
Retirement, Retirement Planning, Mutual Funds, Series 6, 401k, Series 63, Investments, Sales, New Business Development, Asset Allocation, Business Development, Relationship Management, Defined Contribution, Qualified Retirement...
Education
Fairfield University 2001 — 2005
B.S., Marketing
St.Joseph Regional High School 1997 — 2001
Christian Golofaro's Merrill Lynch Experience September 2005 - May 2006
Job CX Application Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle April 2015 - Present
SpringUps May 2014 - April 2015
ICE Trading Floor 2008 - 2013
Prime International Trading, LLC 2007 - 2008
Merrill Lynch September 2005 - May 2006
Skills
Derivatives, Equities, Trading, Management, Sales, Leadership, Risk Management, Financial Markets, Microsoft Office, Capital Markets, Customer Service, Trading Systems, Social Media, Lead Generation, CRM, SaaS, E-commerce, B2B, B2C, New Business Development, Social Selling, Social Marketing
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance
Oracle April 2015 - Present
SpringUps May 2014 - April 2015
ICE Trading Floor 2008 - 2013
Prime International Trading, LLC 2007 - 2008
Merrill Lynch September 2005 - May 2006
Skills
Derivatives, Equities, Trading, Management, Sales, Leadership, Risk Management, Financial Markets, Microsoft Office, Capital Markets, Customer Service, Trading Systems, Social Media, Lead Generation, CRM, SaaS, E-commerce, B2B, B2C, New Business Development, Social Selling, Social Marketing
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance
Gerard Mercader Mealy Gerard Mercader Mealy's Merrill Lynch Experience June 2011 - September 2011
Job Growth Associate at Chewse
Industry Internet
Experience
Chewse September 2015 - Present
Chewse February 2014 - Present
Citi October 2012 - February 2014
Merrill Lynch June 2011 - September 2011
Capital Medi June 2010 - July 2010
Skills
Italian, French, English, Catalan, Spanish, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Equities, Wealth Management, Finance, Portfolio Management, Banking, Sales Operations, Start-ups, Sales, Business Strategy, Dinosaurs
Education
ESADE Business School 2007 — 2012
Bachelor and Masters in Business Administration, Finance
Loyola University New Orleans 2012 — 2012
Exchange program, Finance and Marketing
Chewse September 2015 - Present
Chewse February 2014 - Present
Citi October 2012 - February 2014
Merrill Lynch June 2011 - September 2011
Capital Medi June 2010 - July 2010
Skills
Italian, French, English, Catalan, Spanish, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Equities, Wealth Management, Finance, Portfolio Management, Banking, Sales Operations, Start-ups, Sales, Business Strategy, Dinosaurs
Education
ESADE Business School 2007 — 2012
Bachelor and Masters in Business Administration, Finance
Loyola University New Orleans 2012 — 2012
Exchange program, Finance and Marketing
Charlie Seminario Charlie Seminario's Merrill Lynch Experience 2007 - 2009
Job Licensed Realtor, Investor, Entrepreneur
Industry Real Estate
Experience
Ocean Max Realty 2006 - Present
Merrill Lynch 2007 - 2009
Skills
Real Estate Transactions, Investment Properties, Sellers, Relocation, Condos, REO, Single Family Homes, Real Estate, Short Sales, First Time Home Buyers, Buyer Representation, Real Estate Development
Education
Excelsior College 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Valley Forge Military Academy & College 1997 — 1999
Bachelor's degree
Ocean Max Realty 2006 - Present
Merrill Lynch 2007 - 2009
Skills
Real Estate Transactions, Investment Properties, Sellers, Relocation, Condos, REO, Single Family Homes, Real Estate, Short Sales, First Time Home Buyers, Buyer Representation, Real Estate Development
Education
Excelsior College 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Valley Forge Military Academy & College 1997 — 1999
Bachelor's degree
Megan Flynn Harnett's Merrill Lynch Experience September 2006 - May 2007
Job Senior Business Analyst at General Atlantic
Industry Financial Services
Experience
General Atlantic March 2015 - Present
New York Hedge Fund Roundtable January 2011 - Present
DRIVEN Professionals November 2012 - Present
Brigade Capital Management January 2014 - February 2015
Brigade Capital Management, LP July 2011 - January 2014
Legg Mason Global Asset Management September 2009 - June 2011
Legg Mason Global Asset Management March 2009 - September 2009
Legg Mason Global Asset Management June 2008 - March 2009
Legg Mason Global Asset Management June 2007 - June 2008
Merrill Lynch September 2006 - May 2007
Skills
Equities, Corporate Actions, Hedge Funds, Operations Management, Bloomberg, Microsoft Excel, Operational Risk..., Process Improvement, System Implementations, Soft Dollars, Compliance, Creative Problem Solving, Seeing the Bigger..., Data Management, Writing, Start-ups, Proxy, Class Actions, Fixed Income, International Investment, Investment Management, Financial Services, Alternative Investments, Mergers & Acquisitions, Asset Management
Education
Fairfield University
Bachelor of Science (BS), International Business
St. Thomas Aquinas HS
Suffolk University, Madrid Campus
General Atlantic March 2015 - Present
New York Hedge Fund Roundtable January 2011 - Present
DRIVEN Professionals November 2012 - Present
Brigade Capital Management January 2014 - February 2015
Brigade Capital Management, LP July 2011 - January 2014
Legg Mason Global Asset Management September 2009 - June 2011
Legg Mason Global Asset Management March 2009 - September 2009
Legg Mason Global Asset Management June 2008 - March 2009
Legg Mason Global Asset Management June 2007 - June 2008
Merrill Lynch September 2006 - May 2007
Skills
Equities, Corporate Actions, Hedge Funds, Operations Management, Bloomberg, Microsoft Excel, Operational Risk..., Process Improvement, System Implementations, Soft Dollars, Compliance, Creative Problem Solving, Seeing the Bigger..., Data Management, Writing, Start-ups, Proxy, Class Actions, Fixed Income, International Investment, Investment Management, Financial Services, Alternative Investments, Mergers & Acquisitions, Asset Management
Education
Fairfield University
Bachelor of Science (BS), International Business
St. Thomas Aquinas HS
Suffolk University, Madrid Campus
Caitlin Kwiatkowski's Merrill Lynch Experience September 2010 - December 2010
Job Assistant General Manager at Tory Burch
Industry Apparel & Fashion
Experience
Tory Burch May 2014 - Present
Target April 2013 - May 2014
Target July 2011 - March 2013
Merrill Lynch September 2010 - December 2010
Active Endpoints, Inc May 2010 - September 2010
Education
Fairfield University 2007 — 2011
Bachelors, Marketing, Finance
Tory Burch May 2014 - Present
Target April 2013 - May 2014
Target July 2011 - March 2013
Merrill Lynch September 2010 - December 2010
Active Endpoints, Inc May 2010 - September 2010
Education
Fairfield University 2007 — 2011
Bachelors, Marketing, Finance
Johan Ulloa Johan Ulloa's Merrill Lynch Experience May 2000 - August 2000
Job Director Business Development at Constellation
Industry Utilities
Experience
Constellation August 2010 - Present
UniStar Nuclear Energy (JV between Constellation and EdF) August 2008 - August 2010
Constellation July 2004 - August 2008
KPMG US August 2002 - July 2004
Deutsche Bank August 2001 - March 2002
Merrill Lynch May 2000 - August 2000
Skills
Business Development, Program Management, Strategic Planning, Strategic Financial..., Strategy, Risk Management, Energy, Renewable Energy, Financial Planning, Analysis, Financial Modeling, Financial Analysis, Energy Markets, Project Finance, Corporate Finance, Commodity Markets, Forecasting, Project Management, Natural Gas, Energy Management, Business Analysis, Process Improvement, Asset Management, New Product...
Education
Loyola University Maryland
Master of Science in Finance
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance, General
Loyola College in Maryland
Bachelor of Business Administration (B.B.A.), Finance, General
Erasmus University Rotterdam
Constellation August 2010 - Present
UniStar Nuclear Energy (JV between Constellation and EdF) August 2008 - August 2010
Constellation July 2004 - August 2008
KPMG US August 2002 - July 2004
Deutsche Bank August 2001 - March 2002
Merrill Lynch May 2000 - August 2000
Skills
Business Development, Program Management, Strategic Planning, Strategic Financial..., Strategy, Risk Management, Energy, Renewable Energy, Financial Planning, Analysis, Financial Modeling, Financial Analysis, Energy Markets, Project Finance, Corporate Finance, Commodity Markets, Forecasting, Project Management, Natural Gas, Energy Management, Business Analysis, Process Improvement, Asset Management, New Product...
Education
Loyola University Maryland
Master of Science in Finance
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance, General
Loyola College in Maryland
Bachelor of Business Administration (B.B.A.), Finance, General
Erasmus University Rotterdam
Alex Cucchi's Merrill Lynch Experience May 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Tiger Wealth Management February 2015 - May 2015
InSite Search September 2013 - May 2015
Skills
Leadership, Public Speaking, Team Leadership, Event Planning, Event Management, Special Education, Community Outreach, Project Management, Economics, Sales, Nonprofits, Microsoft Word, WordPress, Creative Problem Solving, Critical Thinking, Communication, Recruiting, Social Networking, Microsoft Office, Finance, Analysis, Financial Analysis, Investments, Portfolio Management, Financial Services, Strategy, Market Research, Business Development, Data Analysis, Financial Modeling, Microsoft Excel, Research, Wealth Management, Teamwork, Strategic Planning, Capital Markets, Access, Customer Service, Bloomberg Terminal, Management, English, Time Management
Education
Fairfield University 2011 — 2015
Bachelor's Degree, Major in English Language and Literature, Minor in Economics
Xaverian Brothers High School 2008 — 2011
High School
Merrill Lynch May 2015 - Present
Tiger Wealth Management February 2015 - May 2015
InSite Search September 2013 - May 2015
Skills
Leadership, Public Speaking, Team Leadership, Event Planning, Event Management, Special Education, Community Outreach, Project Management, Economics, Sales, Nonprofits, Microsoft Word, WordPress, Creative Problem Solving, Critical Thinking, Communication, Recruiting, Social Networking, Microsoft Office, Finance, Analysis, Financial Analysis, Investments, Portfolio Management, Financial Services, Strategy, Market Research, Business Development, Data Analysis, Financial Modeling, Microsoft Excel, Research, Wealth Management, Teamwork, Strategic Planning, Capital Markets, Access, Customer Service, Bloomberg Terminal, Management, English, Time Management
Education
Fairfield University 2011 — 2015
Bachelor's Degree, Major in English Language and Literature, Minor in Economics
Xaverian Brothers High School 2008 — 2011
High School
Christina Timoni Christina Timoni's Merrill Lynch Experience June 2007 - August 2007
Job Director of Operations at BrightStar Care
Industry Marketing and Advertising
Experience
BrightStar Care February 2014 - Present
The Rose Garden May 2011 - April 2014
J.Crew November 2010 - May 2011
Cartier North America May 2010 - October 2010
Tory Burch September 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Skills
CRM, Retail, Sales, Strategy, Recruiting, Training, Marketing Strategy, Email Marketing, Customer Service, Budgets, Project Management, Merchandising, Trade Shows, SAP, PowerPoint, Microsoft Excel, Finance
Education
Pace University 2012 — 2014
Master of Science (MS), Internet Technology, 3.97/4.0
Fordham University - Graduate School of Business Administration 2011 — 2012
Pre-MBA
Fairfield University 2006 — 2010
B.S., Marketing & Information Systems
Mount Saint Mary Academy 2002 — 2006
BrightStar Care February 2014 - Present
The Rose Garden May 2011 - April 2014
J.Crew November 2010 - May 2011
Cartier North America May 2010 - October 2010
Tory Burch September 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Skills
CRM, Retail, Sales, Strategy, Recruiting, Training, Marketing Strategy, Email Marketing, Customer Service, Budgets, Project Management, Merchandising, Trade Shows, SAP, PowerPoint, Microsoft Excel, Finance
Education
Pace University 2012 — 2014
Master of Science (MS), Internet Technology, 3.97/4.0
Fordham University - Graduate School of Business Administration 2011 — 2012
Pre-MBA
Fairfield University 2006 — 2010
B.S., Marketing & Information Systems
Mount Saint Mary Academy 2002 — 2006
Mufaddal Kadibhai Mufaddal Kadibhai's Merrill Lynch Experience January 2012 - May 2012
Job Focused on growth, diversification, & innovation
Industry Retail
Experience
Kadibhai Technologies LLC August 2014 - Present
Blackmore Partners Inc June 2015 - July 2015
The Founder Institute November 2014 - December 2014
H.J. Heinz Company January 2014 - July 2014
Florida Club Swimming, Riverview HS Varsity, Sarasota YMCA Sharks September 2002 - June 2012
Merrill Lynch January 2012 - May 2012
Student Founders Fund August 2011 - May 2012
Sarasota Family YMCA May 2011 - August 2011
Signmasters September 2010 - November 2010
Skills
Financial Analysis, International Business, Entrepreneurship, Valuation, Leadership, Strategic Planning, Market Research, Data Analysis, International Economics, Negotiation, Financial Modeling, Business Strategy, Finance, Analysis, Microsoft Office, Mergers & Acquisitions, Management, Microsoft Excel, Corporate Finance, Strategy, Teamwork, Start-ups, Business Development
Education
University of Florida 2010 — 2013
Bachelor's Degree, Economics
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2013
Business Exchange Program
ESADE Business School 2012 — 2012
Business Exchange Program
Riverview High School 2008 — 2010
High School, International Baccalaureate Programme
Kadibhai Technologies LLC August 2014 - Present
Blackmore Partners Inc June 2015 - July 2015
The Founder Institute November 2014 - December 2014
H.J. Heinz Company January 2014 - July 2014
Florida Club Swimming, Riverview HS Varsity, Sarasota YMCA Sharks September 2002 - June 2012
Merrill Lynch January 2012 - May 2012
Student Founders Fund August 2011 - May 2012
Sarasota Family YMCA May 2011 - August 2011
Signmasters September 2010 - November 2010
Skills
Financial Analysis, International Business, Entrepreneurship, Valuation, Leadership, Strategic Planning, Market Research, Data Analysis, International Economics, Negotiation, Financial Modeling, Business Strategy, Finance, Analysis, Microsoft Office, Mergers & Acquisitions, Management, Microsoft Excel, Corporate Finance, Strategy, Teamwork, Start-ups, Business Development
Education
University of Florida 2010 — 2013
Bachelor's Degree, Economics
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2013
Business Exchange Program
ESADE Business School 2012 — 2012
Business Exchange Program
Riverview High School 2008 — 2010
High School, International Baccalaureate Programme
Tracey Wasen's Merrill Lynch Experience 1985 - 1987
Job South East District Manager and Store Manager at Arhaus Furniture
Industry Retail
Experience
Arhaus Furniture April 1989 - Present
Merrill Lynch 1985 - 1987
Skills
Visual Merchandising, Merchandising, Inventory Management, Retail Sales, Loss Prevention, Store Management, Hiring, Sales, Customer Service, Interior Design, Microsoft Excel, Marketing Strategy, Microsoft Word, Event Planning, Furniture, Coaching, Space planning, Team Building, Employee Training, Fashion, Forecasting, Inventory Control, Leadership, PowerPoint, Purchasing, Recruiting, Retail, Sales Management, Textiles, Time Management, Training, Trend Analysis, Window Displays, Apparel, Budgets
Education
Erie Community College
Business Administration, Management and Operations
Arhaus Furniture April 1989 - Present
Merrill Lynch 1985 - 1987
Skills
Visual Merchandising, Merchandising, Inventory Management, Retail Sales, Loss Prevention, Store Management, Hiring, Sales, Customer Service, Interior Design, Microsoft Excel, Marketing Strategy, Microsoft Word, Event Planning, Furniture, Coaching, Space planning, Team Building, Employee Training, Fashion, Forecasting, Inventory Control, Leadership, PowerPoint, Purchasing, Recruiting, Retail, Sales Management, Textiles, Time Management, Training, Trend Analysis, Window Displays, Apparel, Budgets
Education
Erie Community College
Business Administration, Management and Operations
David Vogel's Merrill Lynch Experience 1999 - 2001
Job Career Development & Employer Relations at UNC KenanFlagler
Industry Higher Education
Experience
UNC Kenan-Flagler May 2013 - Present
Bank of America August 2011 - April 2013
The IDEAS Center, University of North Carolina Charlotte 2010 - August 2011
Bank of America 2006 - 2009
Brookwood Associates 2001 - 2006
Merrill Lynch 1999 - 2001
First Citizens Bank 1991 - 1997
Skills
Strategy, Mergers, Business Planning, Change Management, Program Management, Private Equity, Investment Banking, Leadership, Entrepreneurship, Competitive Analysis, Management, Financial Modeling, Recruiting, Training, Business Development, Mergers & Acquisitions, Venture Capital, CRM, Banking, Start-ups, Finance, Portfolio Management, Analysis, Marketing Strategy, Sales, Business Intelligence, Consulting, Higher Education..., College Recruiting, University Recruitment, Global Talent..., Global Recruiting, Management Consulting, Credit, Risk Management, Relationship Management, Valuation, Financial Analysis
Education
ESSEC - ESSEC Business School 1999 — 1999
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance / Investment Banking
Providence College 1987 — 1991
BS, Business Administration
Fairfield College Preparatory School 1984 — 1987
High School Diploma
UNC Kenan-Flagler May 2013 - Present
Bank of America August 2011 - April 2013
The IDEAS Center, University of North Carolina Charlotte 2010 - August 2011
Bank of America 2006 - 2009
Brookwood Associates 2001 - 2006
Merrill Lynch 1999 - 2001
First Citizens Bank 1991 - 1997
Skills
Strategy, Mergers, Business Planning, Change Management, Program Management, Private Equity, Investment Banking, Leadership, Entrepreneurship, Competitive Analysis, Management, Financial Modeling, Recruiting, Training, Business Development, Mergers & Acquisitions, Venture Capital, CRM, Banking, Start-ups, Finance, Portfolio Management, Analysis, Marketing Strategy, Sales, Business Intelligence, Consulting, Higher Education..., College Recruiting, University Recruitment, Global Talent..., Global Recruiting, Management Consulting, Credit, Risk Management, Relationship Management, Valuation, Financial Analysis
Education
ESSEC - ESSEC Business School 1999 — 1999
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance / Investment Banking
Providence College 1987 — 1991
BS, Business Administration
Fairfield College Preparatory School 1984 — 1987
High School Diploma
Brian Grumbach's Merrill Lynch Experience September 1996 - February 2012
Job Kelly Wealth Management Executive Director, Partner at HighTower
Industry Financial Services
Experience
HighTower February 2012 - Present
Merrill Lynch September 1996 - February 2012
Skills
Certified Financial..., Investments, Retirement Planning, Series 7, Asset Allocation, Series 63, AIF, Wealth Management..., Financial Services, Certified Investment...
Education
Towson University 1993 — 1995
Bachelor's degree, Business Administration and Management, General
Essex Community College 1990 — 1992
Associate of Arts (A.A.)
HighTower February 2012 - Present
Merrill Lynch September 1996 - February 2012
Skills
Certified Financial..., Investments, Retirement Planning, Series 7, Asset Allocation, Series 63, AIF, Wealth Management..., Financial Services, Certified Investment...
Education
Towson University 1993 — 1995
Bachelor's degree, Business Administration and Management, General
Essex Community College 1990 — 1992
Associate of Arts (A.A.)
Avinash Kelley, PMP's Merrill Lynch Experience January 2005 - May 2005
Job Project Manager at ADP
Industry Information Technology and Services
Experience
ADP August 2006 - Present
Bristol-Myers Squibb May 2005 - August 2006
Merrill Lynch January 2005 - May 2005
YAI Network July 2002 - January 2005
CyberShift, Inc. June 2000 - June 2002
Skills
Outsourcing, Program Management, PMP, Software Project..., Project Implementation, Software Implementation, ADP Payroll, ADP Payforce, ADP HRB, Vendor Management, Project Portfolio..., PMO, SDLC, Business Process..., Requirements Analysis, Business Analysis, Information Technology, Project Management, Change Management, HRIS, Process Improvement
Education
Essex Community College 1991 — 1993
Associates, Computer Information Systems
University of Maryland College Park 1989 — 1991
Engineering
Rock Church Academy 1983 — 1989
Mercer County Community College
ADP August 2006 - Present
Bristol-Myers Squibb May 2005 - August 2006
Merrill Lynch January 2005 - May 2005
YAI Network July 2002 - January 2005
CyberShift, Inc. June 2000 - June 2002
Skills
Outsourcing, Program Management, PMP, Software Project..., Project Implementation, Software Implementation, ADP Payroll, ADP Payforce, ADP HRB, Vendor Management, Project Portfolio..., PMO, SDLC, Business Process..., Requirements Analysis, Business Analysis, Information Technology, Project Management, Change Management, HRIS, Process Improvement
Education
Essex Community College 1991 — 1993
Associates, Computer Information Systems
University of Maryland College Park 1989 — 1991
Engineering
Rock Church Academy 1983 — 1989
Mercer County Community College
Jeff Tichnor Jeff Tichnor's Merrill Lynch Experience May 2000 - March 2001
Job Regional Healthcare Executive at Sodexo
Industry Hospital & Health Care
Experience
Sodexo June 2013 - Present
ARAMARK Healthcare November 2008 - June 2013
ARAMARK Healthcare September 2001 - October 2008
Merrill Lynch May 2000 - March 2001
WM Barr June 1999 - May 2000
Skills
Healthcare, Leadership Development, Business Development, Client Development, Relationship Management, Operational Excellence, Business Acumen, Key Performance..., Metrics Reporting, Food Service, Operations Management, Facilities Management, Team Building, Training, Leadership, Change Management, Income Statement, Strategic Planning, P&L Management, Hospitals, Hiring, Strategy, Inventory Management, Employee Relations, Performance Management, Budgets, Process Improvement, Coaching, Performance Improvement, Executive Management, Employee Training, Customer Satisfaction, Management, Process Scheduler, Healthcare Industry, Cross-functional Team..., Contract Negotiation, Human Resources, Healthcare Management, P&L
Education
Evangel University 1995 — 1999
BBA, Management
Sodexo June 2013 - Present
ARAMARK Healthcare November 2008 - June 2013
ARAMARK Healthcare September 2001 - October 2008
Merrill Lynch May 2000 - March 2001
WM Barr June 1999 - May 2000
Skills
Healthcare, Leadership Development, Business Development, Client Development, Relationship Management, Operational Excellence, Business Acumen, Key Performance..., Metrics Reporting, Food Service, Operations Management, Facilities Management, Team Building, Training, Leadership, Change Management, Income Statement, Strategic Planning, P&L Management, Hospitals, Hiring, Strategy, Inventory Management, Employee Relations, Performance Management, Budgets, Process Improvement, Coaching, Performance Improvement, Executive Management, Employee Training, Customer Satisfaction, Management, Process Scheduler, Healthcare Industry, Cross-functional Team..., Contract Negotiation, Human Resources, Healthcare Management, P&L
Education
Evangel University 1995 — 1999
BBA, Management
Luciana Shortal's Merrill Lynch Experience September 1999 - June 2000
Job Account Director at IT Central Station
Industry Information Technology and Services
Experience
IT Central Station August 2015 - Present
Gartner January 2012 - August 2015
Gartner September 2008 - December 2011
Watson Wyatt June 2001 - September 2008
Merrill Lynch September 1999 - June 2000
Skills
Marketing Communications, Marketing Strategy, B2B Marketing, Event Planning, Direct Marketing, Email Marketing, CRM, Product Marketing, Integrated Marketing, Marketing, Lead Generation, B2B, Strategic Planning, Event Management, Marketing Management, Online Marketing, Social Media, Market Research, Event Marketing, Demand Generation, Advertising, Public Relations, Trade Shows, Customer Relations, Direct Mail, Multi-channel Marketing, Sponsorship, Research, Budget Management, Brochures, Writing, Promotions, Budgeting, Database Marketing, Client Retention, Production, Creative Services, Management, Project Management, Coaching & Mentoring
Education
Fairfield University 1997 — 2001
B.S., Marketing
IT Central Station August 2015 - Present
Gartner January 2012 - August 2015
Gartner September 2008 - December 2011
Watson Wyatt June 2001 - September 2008
Merrill Lynch September 1999 - June 2000
Skills
Marketing Communications, Marketing Strategy, B2B Marketing, Event Planning, Direct Marketing, Email Marketing, CRM, Product Marketing, Integrated Marketing, Marketing, Lead Generation, B2B, Strategic Planning, Event Management, Marketing Management, Online Marketing, Social Media, Market Research, Event Marketing, Demand Generation, Advertising, Public Relations, Trade Shows, Customer Relations, Direct Mail, Multi-channel Marketing, Sponsorship, Research, Budget Management, Brochures, Writing, Promotions, Budgeting, Database Marketing, Client Retention, Production, Creative Services, Management, Project Management, Coaching & Mentoring
Education
Fairfield University 1997 — 2001
B.S., Marketing
Brenda Malinowski, CRP, GMS's Merrill Lynch Experience May 1985 - December 1989
Job Supply Chain Manager, North American Networks
Industry Real Estate
Experience
Brookfield Global Relocation Services June 2013 - Present
Brookfield Global Relocation Services (formerly Prudential Relocation) December 2011 - June 2013
Prudential Real Estate and Relocation Services (now Brookfield Global Relocation Services) October 2011 - December 2011
Prudential Real Estate and Relocation Services January 2005 - October 2011
Prudential Relocation May 2000 - January 2005
Prudential Relocation July 1996 - May 2000
Coldwell Banker Relocation 1992 - 1996
Merrill Lynch May 1985 - December 1989
Merrill Lynch October 1983 - May 1985
Skills
Relocation, Management, Project Management, Customer Service, Program Management, Real Estate
Education
Fairfield University 1990 — 1990
Paralegal Certificate
University of Bridgeport 1979 — 1983
BFA
Rockville High School 1975 — 1979
Brookfield Global Relocation Services June 2013 - Present
Brookfield Global Relocation Services (formerly Prudential Relocation) December 2011 - June 2013
Prudential Real Estate and Relocation Services (now Brookfield Global Relocation Services) October 2011 - December 2011
Prudential Real Estate and Relocation Services January 2005 - October 2011
Prudential Relocation May 2000 - January 2005
Prudential Relocation July 1996 - May 2000
Coldwell Banker Relocation 1992 - 1996
Merrill Lynch May 1985 - December 1989
Merrill Lynch October 1983 - May 1985
Skills
Relocation, Management, Project Management, Customer Service, Program Management, Real Estate
Education
Fairfield University 1990 — 1990
Paralegal Certificate
University of Bridgeport 1979 — 1983
BFA
Rockville High School 1975 — 1979
Eric Lemke's Merrill Lynch Experience September 2012 - December 2012
Job Associate TV Account Manager at ESPN
Industry Broadcast Media
Experience
TV Ad Operations ESPN November 2014 - Present
Commonwealth Financial Network December 2013 - November 2014
Merrill Lynch September 2012 - December 2012
Daly Insurance Brokerage Services LLC June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Wealth Management, Microsoft Word, PowerPoint, Databases, Social Media, Salesforce.com, Marketing, Agency Work, Investments, Mutual Funds, Human Resources, Editing, Insurance, Access, Time Management, Leadership, SQL, Cost Basis, Retirement, Analytics, Reporting & Analysis, Research
Education
Endicott College 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Endicott College 2009 — 2013
Bachelor's degree, Computer Information Systems
TV Ad Operations ESPN November 2014 - Present
Commonwealth Financial Network December 2013 - November 2014
Merrill Lynch September 2012 - December 2012
Daly Insurance Brokerage Services LLC June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Wealth Management, Microsoft Word, PowerPoint, Databases, Social Media, Salesforce.com, Marketing, Agency Work, Investments, Mutual Funds, Human Resources, Editing, Insurance, Access, Time Management, Leadership, SQL, Cost Basis, Retirement, Analytics, Reporting & Analysis, Research
Education
Endicott College 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Endicott College 2009 — 2013
Bachelor's degree, Computer Information Systems
Patrick Walters's Merrill Lynch Experience January 2011 - May 2011
Job Portfolio Accountant at Institutional Capital
Industry Financial Services
Experience
Institutional Capital November 2011 - Present
Merrill Lynch January 2011 - May 2011
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Finance, Philosophy
Institutional Capital November 2011 - Present
Merrill Lynch January 2011 - May 2011
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Finance, Philosophy
Allison Abreu's Merrill Lynch Experience May 2007 - September 2007
Job Franchise Owner at Pure Barre
Industry Computer Software
Experience
Pure Barre September 2015 - Present
CareCloud January 2012 - Present
VKernel ***Acquired by Quest Software 11/10/11 October 2010 - January 2012
SilentSherpa March 2010 - September 2010
EnerNOC July 2008 - March 2010
iRobot December 2007 - June 2008
Merrill Lynch May 2007 - September 2007
Skills
Salesforce.com, SaaS, Cloud Computing, Customer Relations, Virtualization, VMware, Account Management, Direct Sales, Microsoft Office, Enterprise Software, Selling, Management, Sales Operations, Solution Selling, Cold Calling, Storage, Customer Service, Healthcare, Sales Process, Sales, Business Intelligence, Lead Generation, Strategic Partnerships, Business Development, Professional Services, Start-ups, CRM, Go-to-market Strategy, Product Marketing, Channel Partners, Product Management, Sales Management, Demand Generation, New Business Development, Software Industry, Sales Presentations
Education
Fairfield University 2004 — 2008
Pure Barre September 2015 - Present
CareCloud January 2012 - Present
VKernel ***Acquired by Quest Software 11/10/11 October 2010 - January 2012
SilentSherpa March 2010 - September 2010
EnerNOC July 2008 - March 2010
iRobot December 2007 - June 2008
Merrill Lynch May 2007 - September 2007
Skills
Salesforce.com, SaaS, Cloud Computing, Customer Relations, Virtualization, VMware, Account Management, Direct Sales, Microsoft Office, Enterprise Software, Selling, Management, Sales Operations, Solution Selling, Cold Calling, Storage, Customer Service, Healthcare, Sales Process, Sales, Business Intelligence, Lead Generation, Strategic Partnerships, Business Development, Professional Services, Start-ups, CRM, Go-to-market Strategy, Product Marketing, Channel Partners, Product Management, Sales Management, Demand Generation, New Business Development, Software Industry, Sales Presentations
Education
Fairfield University 2004 — 2008
Amanda Sorrentino Amanda Sorrentino's Merrill Lynch Experience June 2003 - September 2003
Job .
Industry Legal Services
Experience
PLI September 2012 - November 2013
Practising Law Institute October 2009 - August 2012
ePromos Promotional Products March 2008 - October 2009
m2post August 2007 - March 2008
Fine Life Media January 2007 - May 2007
Merrill Lynch June 2003 - September 2003
Skills
Marketing, Non-profits, Research, Social Media, Business Development, Microsoft Office, PowerPoint, New Business Development, Account Management, Contract Negotiation, Customer Service, Sales, Microsoft Excel, Microsoft Word, Business Strategy, B2B, Negotiation, Project Management, Outlook, Customer Satisfaction
Education
Fairfield University 2003 — 2007
BA, Communications & TV Production
Poly Prep 1999 — 2003
PLI September 2012 - November 2013
Practising Law Institute October 2009 - August 2012
ePromos Promotional Products March 2008 - October 2009
m2post August 2007 - March 2008
Fine Life Media January 2007 - May 2007
Merrill Lynch June 2003 - September 2003
Skills
Marketing, Non-profits, Research, Social Media, Business Development, Microsoft Office, PowerPoint, New Business Development, Account Management, Contract Negotiation, Customer Service, Sales, Microsoft Excel, Microsoft Word, Business Strategy, B2B, Negotiation, Project Management, Outlook, Customer Satisfaction
Education
Fairfield University 2003 — 2007
BA, Communications & TV Production
Poly Prep 1999 — 2003
Shelly LaBoy Shelly LaBoy's Merrill Lynch Experience 2000 - 2011
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors September 2011 - Present
Merrill Lynch 2000 - 2011
M&T Bank 1999 - 2000
Kayak Pools 1997 - 1998
Skills
Notary Public, Retirement Planning, Insurance, Investments, Mutual Funds, Retirement, Life Insurance, Finance, Estate Planning, Customer Service
Education
Erie Community College 1995 — 1997
Associate's degree, Paralegal
West Seneca West Sr High School 1980 — 1984
Bellwood Elementary
CleveHill
Lincoln Financial Advisors September 2011 - Present
Merrill Lynch 2000 - 2011
M&T Bank 1999 - 2000
Kayak Pools 1997 - 1998
Skills
Notary Public, Retirement Planning, Insurance, Investments, Mutual Funds, Retirement, Life Insurance, Finance, Estate Planning, Customer Service
Education
Erie Community College 1995 — 1997
Associate's degree, Paralegal
West Seneca West Sr High School 1980 — 1984
Bellwood Elementary
CleveHill
Nicholas Hinrichsen Nicholas Hinrichsen's Merrill Lynch Experience November 2007 - January 2008
Job Running experiments in the automotive space we'll take the hassle out of peertopeer used car sales and build trust
Industry Internet
Experience
CARLYPSO August 2013 - Present
knights & roses June 2010 - June 2013
21212 Digital Accelerator August 2012 - September 2012
LevelUp June 2012 - August 2012
Altira Group March 2008 - September 2010
Merrill Lynch November 2007 - January 2008
Bain & Company August 2007 - October 2007
Skills
Entrepreneurship
Education
2011 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Sydney 2006 — 2006
Finance
Universidad Adolfo Ibañez, Viña del mar, Chile 2005 — 2005
Finance
EBS Universität für Wirtschaft und Recht 2003 — 2005
Diploma, Corporate Finance
Foothill College
Foothill College
Foothill College
CARLYPSO August 2013 - Present
knights & roses June 2010 - June 2013
21212 Digital Accelerator August 2012 - September 2012
LevelUp June 2012 - August 2012
Altira Group March 2008 - September 2010
Merrill Lynch November 2007 - January 2008
Bain & Company August 2007 - October 2007
Skills
Entrepreneurship
Education
2011 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Sydney 2006 — 2006
Finance
Universidad Adolfo Ibañez, Viña del mar, Chile 2005 — 2005
Finance
EBS Universität für Wirtschaft und Recht 2003 — 2005
Diploma, Corporate Finance
Foothill College
Foothill College
Foothill College
Melissa Slusz's Merrill Lynch Experience September 2008 - December 2008
Job Search Specialist at iProspect
Industry Marketing and Advertising
Experience
iProspect November 2014 - Present
WB Mason June 2013 - November 2014
Gemma Power Systems October 2009 - May 2013
Merrill Lynch September 2008 - December 2008
Hartford Life May 2008 - August 2008
Skills
Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Advertising, Business Development, Market Research, Outlook, New Business Development, Sales, Customer Service, Negotiation, Budgets, Email Marketing, Contract Negotiation, Social Networking, Social Media Marketing
Education
Fairfield University 2005 — 2009
B.S. Cum Laude, Major: Marketing, Minor: Art History
iProspect November 2014 - Present
WB Mason June 2013 - November 2014
Gemma Power Systems October 2009 - May 2013
Merrill Lynch September 2008 - December 2008
Hartford Life May 2008 - August 2008
Skills
Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Advertising, Business Development, Market Research, Outlook, New Business Development, Sales, Customer Service, Negotiation, Budgets, Email Marketing, Contract Negotiation, Social Networking, Social Media Marketing
Education
Fairfield University 2005 — 2009
B.S. Cum Laude, Major: Marketing, Minor: Art History
Rebecca Aklilu Rebecca Aklilu's Merrill Lynch Experience September 2012 - May 2013
Job Student at Georgetown University
Industry Financial Services
Experience
Credit Suisse June 2014 - August 2014
Georgetown University Alumni & Student Federal Credit Union March 2013 - March 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Finance & Management
ESADE Business School 2012 — 2012
Entrepreneurship & Marketing
Miss Porter's School 2007 — 2011
High School
Credit Suisse June 2014 - August 2014
Georgetown University Alumni & Student Federal Credit Union March 2013 - March 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Finance & Management
ESADE Business School 2012 — 2012
Entrepreneurship & Marketing
Miss Porter's School 2007 — 2011
High School
Julia Monfrini Peev's Merrill Lynch Experience August 2007 - April 2009
Job Harvard Kennedy School, MC/MPA 2016
Industry Investment Management
Experience
Blue Hill Capital Ventures August 2014 - July 2015
Monitor Clipper Partners August 2009 - August 2014
Higher Education Partners 2013 - 2014
Merrill Lynch August 2007 - April 2009
McKinsey & Company March 2007 - June 2007
Deloitte September 2005 - July 2006
Credit Suisse January 2005 - April 2005
Bouygues 2004 - 2004
Skills
Private Equity, Corporate Finance, Financial Modeling, Valuation, Due Diligence, M&A experience, LBO, Venture Capital, Corporate Development, Start-ups, Investments
Education
Harvard University, John F. Kennedy School of Government 2015 — 2016
Master’s Degree, MC/MPA Candidate 2016
Harvard Law School 2013 — 2013
Advanced Negotiation Skills, Executive Program
ESCP Europe 2003 — 2007
MSc, Finance, Accounting
Class Prepa Joffre 2001 — 2003
Blue Hill Capital Ventures August 2014 - July 2015
Monitor Clipper Partners August 2009 - August 2014
Higher Education Partners 2013 - 2014
Merrill Lynch August 2007 - April 2009
McKinsey & Company March 2007 - June 2007
Deloitte September 2005 - July 2006
Credit Suisse January 2005 - April 2005
Bouygues 2004 - 2004
Skills
Private Equity, Corporate Finance, Financial Modeling, Valuation, Due Diligence, M&A experience, LBO, Venture Capital, Corporate Development, Start-ups, Investments
Education
Harvard University, John F. Kennedy School of Government 2015 — 2016
Master’s Degree, MC/MPA Candidate 2016
Harvard Law School 2013 — 2013
Advanced Negotiation Skills, Executive Program
ESCP Europe 2003 — 2007
MSc, Finance, Accounting
Class Prepa Joffre 2001 — 2003
Stephanie Gilbody Stephanie Gilbody's Merrill Lynch Experience February 2010 - May 2010
Job Digital Specialist at BMC HealthNet Plan
Industry Marketing and Advertising
Experience
BMC HealthNet Plan January 2014 - Present
The Greeley Company March 2013 - January 2014
Beacon Partners August 2010 - March 2013
Merrill Lynch February 2010 - May 2010
Gragil Associates, Inc June 2008 - August 2009
Gragil Associates, Inc June 2005 - August 2007
Skills
Advertising, Promotions, Trade Shows, Marketing Strategy, Social Media, Email Marketing, Event Planning, Webinars, Marketing, Sales, Marketing Research, Blogging, Media Planning, Integrated Marketing, Healthcare, Marketing Communications
Education
Fairfield University 2006 — 2010
BS, Marketing
Fairfield University 2006 — 2010
Bachelor of Science, Marketing, Management
Australian Catholic UniversityBrisbane 2008 — 2009
Marketing
BMC HealthNet Plan January 2014 - Present
The Greeley Company March 2013 - January 2014
Beacon Partners August 2010 - March 2013
Merrill Lynch February 2010 - May 2010
Gragil Associates, Inc June 2008 - August 2009
Gragil Associates, Inc June 2005 - August 2007
Skills
Advertising, Promotions, Trade Shows, Marketing Strategy, Social Media, Email Marketing, Event Planning, Webinars, Marketing, Sales, Marketing Research, Blogging, Media Planning, Integrated Marketing, Healthcare, Marketing Communications
Education
Fairfield University 2006 — 2010
BS, Marketing
Fairfield University 2006 — 2010
Bachelor of Science, Marketing, Management
Australian Catholic UniversityBrisbane 2008 — 2009
Marketing
David Begley David Begley's Merrill Lynch Experience January 2007 - October 2007
Job Vice President at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch May 2010 - Present
UBS Financial Services Inc. November 2007 - May 2010
Merrill Lynch January 2007 - October 2007
Merrill Lynch July 2002 - January 2007
Merrill Lynch March 2001 - July 2002
Merrill Lynch August 2000 - March 2001
Merrill Lynch May 2000 - August 2000
Penton Media May 1990 - September 1997
Skills
Online Publishing, Online Marketing, Social Media, Marketing Strategy, Writing, Editing, Content Management, Newsletters, Content Development, Web Content, Digital Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Corporate Communications, Strategy, Public Relations, Marketing, Blogging, Advertising, CRM, E-commerce, Internal Communications
Education
Fairfield University 1983 — 1987
Bachelor of Arts, English (Writing and Literature)
Bank of America Merrill Lynch May 2010 - Present
UBS Financial Services Inc. November 2007 - May 2010
Merrill Lynch January 2007 - October 2007
Merrill Lynch July 2002 - January 2007
Merrill Lynch March 2001 - July 2002
Merrill Lynch August 2000 - March 2001
Merrill Lynch May 2000 - August 2000
Penton Media May 1990 - September 1997
Skills
Online Publishing, Online Marketing, Social Media, Marketing Strategy, Writing, Editing, Content Management, Newsletters, Content Development, Web Content, Digital Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Corporate Communications, Strategy, Public Relations, Marketing, Blogging, Advertising, CRM, E-commerce, Internal Communications
Education
Fairfield University 1983 — 1987
Bachelor of Arts, English (Writing and Literature)
Christian Oslund Christian Oslund's Merrill Lynch Experience September 2008 - December 2008
Job Personal Banking Representative at Santander Bank
Industry Banking
Experience
Sovereign Bank August 2012 - Present
The Connecticut Bank and Trust Company May 2010 - July 2012
The Connecticut Bank and Trust Company November 2009 - May 2010
Merrill Lynch September 2008 - December 2008
Skills
Banking, Finance, Retail Banking, Customer Service, Consumer Lending, Cash Management, Leadership, Small Business Lending, Risk Management, Accounting
Education
Fairfield University 2006 — 2009
Bachelor of Science, Finance
Sovereign Bank August 2012 - Present
The Connecticut Bank and Trust Company May 2010 - July 2012
The Connecticut Bank and Trust Company November 2009 - May 2010
Merrill Lynch September 2008 - December 2008
Skills
Banking, Finance, Retail Banking, Customer Service, Consumer Lending, Cash Management, Leadership, Small Business Lending, Risk Management, Accounting
Education
Fairfield University 2006 — 2009
Bachelor of Science, Finance
Collin Brown Collin Brown's Merrill Lynch Experience June 2008 - August 2008
Job Financial Analyst at Drax Biomass International
Industry Oil & Energy
Experience
Drax Biomass International 2013 - 2015
Cathexis Capital 2012 - 2013
Petro Harvester Oil & Gas 2011 - 2012
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Finance, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Energy, Natural Gas, Investments, Acquisitions, Bloomberg, Equities
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance, Business Honors
ESADE Business School 2007 — 2007
Drax Biomass International 2013 - 2015
Cathexis Capital 2012 - 2013
Petro Harvester Oil & Gas 2011 - 2012
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Finance, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Energy, Natural Gas, Investments, Acquisitions, Bloomberg, Equities
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance, Business Honors
ESADE Business School 2007 — 2007
Rich Passaro's Merrill Lynch Experience September 2010 - December 2010
Job Analyst at Eversource Energy
Industry Utilities
Experience
Eversource Energy March 2014 - Present
State Street August 2013 - March 2014
Mortgage Master May 2012 - April 2013
Northwestern Mutual October 2011 - December 2011
Merrill Lynch September 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel
Education
Endicott College 2007 — 2011
Bachelor of Science (BS), Business Administration, Finance
Eversource Energy March 2014 - Present
State Street August 2013 - March 2014
Mortgage Master May 2012 - April 2013
Northwestern Mutual October 2011 - December 2011
Merrill Lynch September 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel
Education
Endicott College 2007 — 2011
Bachelor of Science (BS), Business Administration, Finance
Kevin Lally's Merrill Lynch Experience June 2011 - August 2012
Job Client Development Representative at Seismic Software
Industry Computer Software
Experience
Seismic Software April 2015 - Present
G-Force Shipping January 2014 - April 2015
Merrill Lynch June 2011 - August 2012
GreenPages Technology Solutions 2012 - 2012
Skills
Sales, Cold Calling, Salesforce.com, Business Development, Teamwork, Call Centers, Portfolio Management, Negotiation, Analysis, CRM, Leadership, Account Management, Microsoft Office
Education
Fairfield University 2009 — 2013
Bachelor's degree, Business Management
Seismic Software April 2015 - Present
G-Force Shipping January 2014 - April 2015
Merrill Lynch June 2011 - August 2012
GreenPages Technology Solutions 2012 - 2012
Skills
Sales, Cold Calling, Salesforce.com, Business Development, Teamwork, Call Centers, Portfolio Management, Negotiation, Analysis, CRM, Leadership, Account Management, Microsoft Office
Education
Fairfield University 2009 — 2013
Bachelor's degree, Business Management
Alexandre Portet's Merrill Lynch Experience June 2002 - August 2002
Job Deputy Director Strategy Planning & Management, Bill & Melinda Gates Foundation
Industry Nonprofit Organization Management
Experience
Center for Infectious Disease Research April 2012 - Present
Bill & Melinda Gates Foundation January 2012 - Present
Bain & Company August 2003 - December 2011
Merrill Lynch June 2002 - August 2002
Societe Generale - Italy February 1999 - July 2001
Dassault Aviation July 1997 - July 1998
Skills
Mergers, Strategy, Private Equity, Cross-functional Team..., Organizational Design, Management Consulting, Due Diligence, Global Health, Entrepreneurship, Business Strategy, Mergers & Acquisitions, Business Planning, French, Valuation, Strategic Planning, Business Development
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, High Honors
ESSEC - ESSEC Business School 1995 — 1998
Bachelor of Arts in Business Administration, High Honors
Lycee Pierre de Fermat 1994 — 1995
Classe Preparatoire (Prepa HEC)
Center for Infectious Disease Research April 2012 - Present
Bill & Melinda Gates Foundation January 2012 - Present
Bain & Company August 2003 - December 2011
Merrill Lynch June 2002 - August 2002
Societe Generale - Italy February 1999 - July 2001
Dassault Aviation July 1997 - July 1998
Skills
Mergers, Strategy, Private Equity, Cross-functional Team..., Organizational Design, Management Consulting, Due Diligence, Global Health, Entrepreneurship, Business Strategy, Mergers & Acquisitions, Business Planning, French, Valuation, Strategic Planning, Business Development
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, High Honors
ESSEC - ESSEC Business School 1995 — 1998
Bachelor of Arts in Business Administration, High Honors
Lycee Pierre de Fermat 1994 — 1995
Classe Preparatoire (Prepa HEC)
Anthony Lombardino, PMP's Merrill Lynch Experience April 2011 - November 2011
Job Director, Client Services & Support, Retirement & Individual Technology at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - October 2014
TIAA-CREF January 2012 - May 2014
Boro of Point Pleasant 2011 - May 2014
Merrill Lynch April 2011 - November 2011
Merrill Lynch April 2010 - April 2011
Merrill Lynch January 2009 - May 2010
Merrill Lynch October 2003 - December 2008
Unilever 1999 - 2003
Cendant Mobility Services 1996 - 1999
Skills
Product Management, Financial Services, Business Analysis, Business Intelligence, Strategy, Cross-functional Team..., Analytics, Management, Integration, Program Management, Analysis, Leadership, Business Strategy, Software Development, Vendor Management
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Operations Technology
Fairfield University 1992 — 1996
BS, Finance
TIAA-CREF May 2014 - October 2014
TIAA-CREF January 2012 - May 2014
Boro of Point Pleasant 2011 - May 2014
Merrill Lynch April 2011 - November 2011
Merrill Lynch April 2010 - April 2011
Merrill Lynch January 2009 - May 2010
Merrill Lynch October 2003 - December 2008
Unilever 1999 - 2003
Cendant Mobility Services 1996 - 1999
Skills
Product Management, Financial Services, Business Analysis, Business Intelligence, Strategy, Cross-functional Team..., Analytics, Management, Integration, Program Management, Analysis, Leadership, Business Strategy, Software Development, Vendor Management
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Operations Technology
Fairfield University 1992 — 1996
BS, Finance
Jeremy Roethel's Merrill Lynch Experience January 2006 - August 2006
Job Second Vice President / Madison Square Investors
Industry Investment Management
Experience
Madison Square Investors (a division of New York Life Investments) May 2008 - Present
Merrill Lynch January 2006 - August 2006
Dupont Capital Management June 1999 - August 2005
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
ESADE Business & Law School
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Honors BS
Madison Square Investors (a division of New York Life Investments) May 2008 - Present
Merrill Lynch January 2006 - August 2006
Dupont Capital Management June 1999 - August 2005
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
ESADE Business & Law School
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Honors BS
Doron Alon's Merrill Lynch Experience May 2007 - December 2009
Job Facility Rate Analyst at MultiPlan
Industry Banking
Experience
MultiPlan March 2010 - Present
Merrill Lynch May 2007 - December 2009
US Securities and Futures February 1996 - April 1999
Skills
Foreign Exchange, Process Improvement, Financial Analysis, Business Analysis, Traders
Education
Acuity Institute 2009 — 2009
Certification, Kaizen Event Worshop
New York Institute of Finance 2009 — 2009
Certification, Derivatives and Risk Management
Excelsior College 2005 — 2006
BA, Admin/Mgt and Psy
MultiPlan March 2010 - Present
Merrill Lynch May 2007 - December 2009
US Securities and Futures February 1996 - April 1999
Skills
Foreign Exchange, Process Improvement, Financial Analysis, Business Analysis, Traders
Education
Acuity Institute 2009 — 2009
Certification, Kaizen Event Worshop
New York Institute of Finance 2009 — 2009
Certification, Derivatives and Risk Management
Excelsior College 2005 — 2006
BA, Admin/Mgt and Psy
Kurt Nuñez's Merrill Lynch Experience July 2000 - November 2001
Job
Industry Financial Services
Experience
Core Compliance & Legal Services, Inc. December 2013 - Present
Dunham & Associates Investment Counsel, Inc. September 2010 - December 2013
Dunham & Associates Investment Counsel, Inc. June 2006 - September 2010
Fidelity Investments April 2004 - June 2006
Citibank April 2002 - April 2004
Merrill Lynch July 2000 - November 2001
US Navy September 1980 - September 2000
Skills
Organizational..., Employee Relations, Mutual Funds, Investments, Executive Management, Chief Compliance Officer, Director of Client..., Series 4,7,9,10, 24,66, Series 7, Securities, Leadership, Investment Advisory, Strategic Financial..., Management, Auditing, Financial Services, FINRA, Finance, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Financial Planning
Education
Excelsior College 1987 — 1991
B.S.
Stuyvesant High School 1977 — 1980
Diploma
Core Compliance & Legal Services, Inc. December 2013 - Present
Dunham & Associates Investment Counsel, Inc. September 2010 - December 2013
Dunham & Associates Investment Counsel, Inc. June 2006 - September 2010
Fidelity Investments April 2004 - June 2006
Citibank April 2002 - April 2004
Merrill Lynch July 2000 - November 2001
US Navy September 1980 - September 2000
Skills
Organizational..., Employee Relations, Mutual Funds, Investments, Executive Management, Chief Compliance Officer, Director of Client..., Series 4,7,9,10, 24,66, Series 7, Securities, Leadership, Investment Advisory, Strategic Financial..., Management, Auditing, Financial Services, FINRA, Finance, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Financial Planning
Education
Excelsior College 1987 — 1991
B.S.
Stuyvesant High School 1977 — 1980
Diploma
Caitlin Gilligan's Merrill Lynch Experience September 2010 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Wells Fargo Advisors, LLC September 2010 - June 2011
Skills
Series 7, Series 63, Securities, Portfolio Management, Asset Management, Equities, Mutual Funds
Education
Fairfield University 1999 — 2003
West Essex High School 1996 — 1999
Merrill Lynch September 2010 - Present
Wells Fargo Advisors, LLC September 2010 - June 2011
Skills
Series 7, Series 63, Securities, Portfolio Management, Asset Management, Equities, Mutual Funds
Education
Fairfield University 1999 — 2003
West Essex High School 1996 — 1999
Veronica Gilmartin March's Merrill Lynch Experience February 2010 - July 2013
Job Municipal Bond Professional pursuing new career opportunities
Industry Investment Management
Experience
SMC Fixed Income Management, LP August 2013 - June 2014
Merrill Lynch February 2010 - July 2013
Western Asset Management December 2005 - October 2007
Citigroup August 1997 - December 2005
Pershing Div of DLJ September 1995 - August 1997
Tucker Anthony December 1989 - September 1995
Rodman & Renshaw 1988 - 1989
Drexel Burnham Lambert 1985 - 1988
Skills
Municipal Bond..., Municipal Bond Trading, Muni Bond Specialist, Fixed Income, Bonds, Trading, Portfolio Management, Series 7, Bloomberg, Strategy, Due Diligence, Separately Managed..., Securities, Asset Allocation, Series 63, Mutual Funds, Asset Management, Capital Markets, Investments
Education
Fairfield University 1981 — 1985
Bachelor of Arts (BA), Economics
SMC Fixed Income Management, LP August 2013 - June 2014
Merrill Lynch February 2010 - July 2013
Western Asset Management December 2005 - October 2007
Citigroup August 1997 - December 2005
Pershing Div of DLJ September 1995 - August 1997
Tucker Anthony December 1989 - September 1995
Rodman & Renshaw 1988 - 1989
Drexel Burnham Lambert 1985 - 1988
Skills
Municipal Bond..., Municipal Bond Trading, Muni Bond Specialist, Fixed Income, Bonds, Trading, Portfolio Management, Series 7, Bloomberg, Strategy, Due Diligence, Separately Managed..., Securities, Asset Allocation, Series 63, Mutual Funds, Asset Management, Capital Markets, Investments
Education
Fairfield University 1981 — 1985
Bachelor of Arts (BA), Economics
Phoebe Rodriguez's Merrill Lynch Experience February 2008 - Present
Job Registered Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Merrill Lynch 2004 - Present
Merrill Lynch 1995 - 2004
Skills
Securities, Financial Analysis, Hedge Funds, Financial Modeling, Retirement Planning, Series 7, Capital Markets, Fixed Income, Alternative Investments
Education
State University of New York College at Buffalo 1991 — 1994
Bachelors, Business Studies, Minor in Economics
Erie Community College 1989 — 1991
Associates, Secretarial
Williamsville North High School 1985 — 1989
Merrill Lynch February 2008 - Present
Merrill Lynch 2004 - Present
Merrill Lynch 1995 - 2004
Skills
Securities, Financial Analysis, Hedge Funds, Financial Modeling, Retirement Planning, Series 7, Capital Markets, Fixed Income, Alternative Investments
Education
State University of New York College at Buffalo 1991 — 1994
Bachelors, Business Studies, Minor in Economics
Erie Community College 1989 — 1991
Associates, Secretarial
Williamsville North High School 1985 — 1989
Akash Chattopadhyay's Merrill Lynch Experience July 2008 - March 2009
Job Doctoral student at Harvard Business School
Industry Research
Experience
Harvard Business School August 2011 - Present
IIFL Inc June 2009 - August 2011
Merrill Lynch July 2008 - March 2009
ABN AMRO April 2007 - June 2007
Skills
Statistical Data..., PostgreSQL, Stata, R, LaTeX, Valuation, Financial Modeling, Corporate Finance, Equities
Education
Indian Institute of Management, Calcutta 2006 — 2008
Masters, Business Administration, Top 1% of class
ESCP Europe 2007 — 2007
Masters, Management
Jadavpur University 2002 — 2006
BE, Electrical Engineering
Harvard Business School
Doctorate, Business
South Point
Harvard Business School August 2011 - Present
IIFL Inc June 2009 - August 2011
Merrill Lynch July 2008 - March 2009
ABN AMRO April 2007 - June 2007
Skills
Statistical Data..., PostgreSQL, Stata, R, LaTeX, Valuation, Financial Modeling, Corporate Finance, Equities
Education
Indian Institute of Management, Calcutta 2006 — 2008
Masters, Business Administration, Top 1% of class
ESCP Europe 2007 — 2007
Masters, Management
Jadavpur University 2002 — 2006
BE, Electrical Engineering
Harvard Business School
Doctorate, Business
South Point
Michelle (Bernal) Grady's Merrill Lynch Experience 1997 - 2001
Job Owner/Photographer at Michelle Grady Photography
Industry Human Resources
Experience
Michelle Grady Photography December 2011 - Present
Arthur J. Gallagher & Co. September 2008 - December 2011
C&B Consulting Group, Inc. June 2003 - September 2008
Merrill Lynch 1997 - 2001
Asahi Bank 1996 - 1997
Education
Teachers College of Columbia University 1998 — 2000
MA, Organizational Psychology
Fairfield University 1992 — 1996
BA, Psychology
Michelle Grady Photography December 2011 - Present
Arthur J. Gallagher & Co. September 2008 - December 2011
C&B Consulting Group, Inc. June 2003 - September 2008
Merrill Lynch 1997 - 2001
Asahi Bank 1996 - 1997
Education
Teachers College of Columbia University 1998 — 2000
MA, Organizational Psychology
Fairfield University 1992 — 1996
BA, Psychology
Catherine Puckett's Merrill Lynch Experience 1998 - 2000
Job Vice President/Private Banker with First Foundation Bank
Industry Banking
Experience
First Foundation, Inc. November 2012 - Present
Union Bank April 2003 - March 2011
Paychex 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Small Business Lending, SBA, Credit, Commercial Lending, Commercial Mortgages, Commercial Banking, Portfolio Management, Entrepreneurship, Small Business, Loans, Lines Of Credit, Mortgage Lending, Asset Based Lending, Banking, Credit Analysis
Education
Essec Business School Paris / ESSEC 1995 — 1996
Bachelor of Arts (BA), International Business
San Diego State University-California State University 1990 — 1995
BA, International Business
First Foundation, Inc. November 2012 - Present
Union Bank April 2003 - March 2011
Paychex 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Small Business Lending, SBA, Credit, Commercial Lending, Commercial Mortgages, Commercial Banking, Portfolio Management, Entrepreneurship, Small Business, Loans, Lines Of Credit, Mortgage Lending, Asset Based Lending, Banking, Credit Analysis
Education
Essec Business School Paris / ESSEC 1995 — 1996
Bachelor of Arts (BA), International Business
San Diego State University-California State University 1990 — 1995
BA, International Business
Erik Van Vliet's Merrill Lynch Experience September 2005 - June 2011
Job SVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch July 2011 - October 2013
Merrill Lynch September 2005 - June 2011
ING Bank NV September 2001 - September 2005
Skills
Banking, Financial Structuring, Corporate Finance, Risk Management, Structured Finance, Portfolio Management, Basel III, Funding, Liquidity Risk, Liquidity, Treasury Management
Education
CFA Institute
CFA
Erasmus Universiteit Rotterdam
MBA, Strategic Management
Universiteit Leiden
Corporate Law
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch July 2011 - October 2013
Merrill Lynch September 2005 - June 2011
ING Bank NV September 2001 - September 2005
Skills
Banking, Financial Structuring, Corporate Finance, Risk Management, Structured Finance, Portfolio Management, Basel III, Funding, Liquidity Risk, Liquidity, Treasury Management
Education
CFA Institute
CFA
Erasmus Universiteit Rotterdam
MBA, Strategic Management
Universiteit Leiden
Corporate Law
Dawn Whittaker-Gowie , CPA's Merrill Lynch Experience 2008 - 2008
Job Audit Manager
Industry Accounting
Experience
Eisner LLP 2008 - 2010
merrill lynch 2008 - 2008
J.H. Cohn LLP 2004 - 2006
Smolin Lupin & Co June 2000 - 2003
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BS, Accounting
Essex County College 1995 — 1997
AS, Accounting
Eisner LLP 2008 - 2010
merrill lynch 2008 - 2008
J.H. Cohn LLP 2004 - 2006
Smolin Lupin & Co June 2000 - 2003
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BS, Accounting
Essex County College 1995 — 1997
AS, Accounting
John Michael Tribelli's Merrill Lynch Experience June 2000 - June 2002
Job Technical Writer, Business Analyst
Industry Information Technology and Services
Experience
Citigroup June 2004 - December 2007
Merrill Lynch June 2000 - June 2002
Bear Stearns April 1997 - May 2000
Bear Stearns October 1994 - March 1997
Skills
Software Documentation, Technical Writing, Risk Management, Project Management, Analysis
Education
Emporia State University 1963 — 1967
BA, English
New York University
Programming, Finance
Citigroup June 2004 - December 2007
Merrill Lynch June 2000 - June 2002
Bear Stearns April 1997 - May 2000
Bear Stearns October 1994 - March 1997
Skills
Software Documentation, Technical Writing, Risk Management, Project Management, Analysis
Education
Emporia State University 1963 — 1967
BA, English
New York University
Programming, Finance
Brad Stratton's Merrill Lynch Experience February 1992 - February 2012
Job President/CEO Investment Advisor at Overland Park Wealth Management
Industry Financial Services
Experience
Overland Park Wealth Management January 2014 - Present
Concert Wealth Management, Inc. February 2012 - May 2014
Merrill Lynch February 1992 - February 2012
Stratton Capital Management 1987 - 1992
Skills
Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, Estate Planning, Investments, Retirement, Strategic Financial..., Investment Management, Asset Managment, Portfolio Management, Insurance
Education
Emporia State University 1983 — 1986
BS - Business, Business Administration
St. Olaf College 1981 — 1983
Wausau East High School 1977 — 1981
Overland Park Wealth Management January 2014 - Present
Concert Wealth Management, Inc. February 2012 - May 2014
Merrill Lynch February 1992 - February 2012
Stratton Capital Management 1987 - 1992
Skills
Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, Estate Planning, Investments, Retirement, Strategic Financial..., Investment Management, Asset Managment, Portfolio Management, Insurance
Education
Emporia State University 1983 — 1986
BS - Business, Business Administration
St. Olaf College 1981 — 1983
Wausau East High School 1977 — 1981
Dale Kalman's Merrill Lynch Experience 2002 - 2003
Job Financial Services Executive | Strategic Sales Leadership | General Management | Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2010 - Present
Charles Schwab 2008 - 2010
Charles Schwab 2003 - 2008
Merrill Lynch 2002 - 2003
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Asset Allocation, Mutual Funds, Securities, Wealth Management, Retirement Planning, Investment Advisory, Series 9 & 10, Options, 401k, Strategic Sales..., Cross-functional Team..., Executive Presentation..., New Business Development, Business Development, Business Planning, Sales Management, Sales Process, Strategic Planning, Strategic Consulting, Strategic Partnerships, Relationship Management, Financial Planning, Financial Services, Alternative Investments, Uniform Combined State...
Education
Illinois State University 1995 — 1997
Bachelor's Degree, Finance
Eureka College 1993 — 1995
Accounting and Economics
PROFESSIONAL DEVELOPMENT
Charles Schwab 2010 - Present
Charles Schwab 2008 - 2010
Charles Schwab 2003 - 2008
Merrill Lynch 2002 - 2003
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Asset Allocation, Mutual Funds, Securities, Wealth Management, Retirement Planning, Investment Advisory, Series 9 & 10, Options, 401k, Strategic Sales..., Cross-functional Team..., Executive Presentation..., New Business Development, Business Development, Business Planning, Sales Management, Sales Process, Strategic Planning, Strategic Consulting, Strategic Partnerships, Relationship Management, Financial Planning, Financial Services, Alternative Investments, Uniform Combined State...
Education
Illinois State University 1995 — 1997
Bachelor's Degree, Finance
Eureka College 1993 — 1995
Accounting and Economics
PROFESSIONAL DEVELOPMENT
Andrea Bulla Rossiter's Merrill Lynch Experience December 2002 - June 2004
Job Director, UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2010 - Present
HSBC Securities September 2005 - July 2010
Deutshe Bank June 2004 - September 2005
Merrill Lynch December 2002 - June 2004
Merrill Lynch September 2001 - November 2002
Merrill Lynch July 2000 - August 2001
Skills
Financial Modeling, Finance, Banking, Equities, Analysis, Accounting, Analytics, Leveraged Finance, Internal Audit, Fixed Income, Commercial Banking, Derivatives, Sales Management, Hedge Funds, Capital Markets
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Fairfield University 1996 — 2000
Bachelor of Science, Finance
UBS Investment Bank July 2010 - Present
HSBC Securities September 2005 - July 2010
Deutshe Bank June 2004 - September 2005
Merrill Lynch December 2002 - June 2004
Merrill Lynch September 2001 - November 2002
Merrill Lynch July 2000 - August 2001
Skills
Financial Modeling, Finance, Banking, Equities, Analysis, Accounting, Analytics, Leveraged Finance, Internal Audit, Fixed Income, Commercial Banking, Derivatives, Sales Management, Hedge Funds, Capital Markets
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Fairfield University 1996 — 2000
Bachelor of Science, Finance
Andrew Bonomo's Merrill Lynch Experience June 2007 - August 2007
Job Commercial Real Estate Underwriter
Industry Financial Services
Experience
BankUnited September 2013 - Present
Graham Capital Management January 2010 - July 2013
CastleKeep Investment Advisors September 2007 - January 2010
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Hedge Funds, Middle Office, Global Macro, Real Estate, VBA, Microsoft Excel, Family Office, Argus Modeling, Underwriting, Commercial Real Estate, CoStar
Education
NYU 2012 — 2014
Master of Science (MS), Real Estate
Fairfield University
BA, Finnce
BankUnited September 2013 - Present
Graham Capital Management January 2010 - July 2013
CastleKeep Investment Advisors September 2007 - January 2010
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Hedge Funds, Middle Office, Global Macro, Real Estate, VBA, Microsoft Excel, Family Office, Argus Modeling, Underwriting, Commercial Real Estate, CoStar
Education
NYU 2012 — 2014
Master of Science (MS), Real Estate
Fairfield University
BA, Finnce
Jonathan Fenerlis's Merrill Lynch Experience July 2008 - December 2008
Job Finance Development Manager at Siemens Healthcare
Industry Financial Services
Experience
Siemens Healthcare December 2014 - Present
Siemens Healthcare April 2013 - November 2014
TJX April 2012 - March 2013
Siemens Healthcare June 2009 - April 2012
Merrill Lynch July 2008 - December 2008
Putnam Investments July 2007 - December 2007
Covidien July 2006 - December 2006
Skills
Strategic Planning, Financial Analysis, Analysis, Forecasting, Financial Modeling, Business Planning
Education
Endicott College 2010 — 2012
Master of Business Administration
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Management/Finance and Insurance
Siemens Healthcare December 2014 - Present
Siemens Healthcare April 2013 - November 2014
TJX April 2012 - March 2013
Siemens Healthcare June 2009 - April 2012
Merrill Lynch July 2008 - December 2008
Putnam Investments July 2007 - December 2007
Covidien July 2006 - December 2006
Skills
Strategic Planning, Financial Analysis, Analysis, Forecasting, Financial Modeling, Business Planning
Education
Endicott College 2010 — 2012
Master of Business Administration
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Management/Finance and Insurance
Francois Delangle's Merrill Lynch Experience 2002 - 2007
Job Vice President Corporate Finance Heathcare at CIT
Industry Banking
Experience
CIT January 2015 - Present
Landesbank Baden-Württemberg November 2007 - January 2014
Merrill Lynch 2002 - 2007
Heller Financial July 1999 - June 2002
Paribas 1996 - 1999
Skills
Portfolio Management, Corporate Finance, Credit, Credit Risk, Banking, Leveraged Finance, Syndications, Capital Markets, Structured Finance, Financial Structuring, Credit Analysis, Fixed Income, Financial Modeling, Underwriting, Finance, Trading, Private Equity, Loan Origination
Education
ESCP Europe 1987 — 1990
Finance
CIT January 2015 - Present
Landesbank Baden-Württemberg November 2007 - January 2014
Merrill Lynch 2002 - 2007
Heller Financial July 1999 - June 2002
Paribas 1996 - 1999
Skills
Portfolio Management, Corporate Finance, Credit, Credit Risk, Banking, Leveraged Finance, Syndications, Capital Markets, Structured Finance, Financial Structuring, Credit Analysis, Fixed Income, Financial Modeling, Underwriting, Finance, Trading, Private Equity, Loan Origination
Education
ESCP Europe 1987 — 1990
Finance
John Coff's Merrill Lynch Experience 2000 - 2008
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Bank of America 2009 - 2014
Merrill Lynch 2000 - 2008
Deloitte Consulting 1995 - 2000
Coldwell Banker Relocation 1992 - 1993
Skills
Capital Markets, Fixed Income, Financial Modeling, Financial Analysis, Risk Management, Corporate Finance, Vendor Management, Investment Banking, Change Management, Strategy, Equities, Portfolio Management, Banking, Business Process...
Education
Yale University - Yale School of Management 1993 — 1995
MBA
Fairfield University 1988 — 1992
BS, Accounting
Christian Brothers Academy - Lincroft, NJ 1984 — 1988
Credit Suisse 2014 - Present
Bank of America 2009 - 2014
Merrill Lynch 2000 - 2008
Deloitte Consulting 1995 - 2000
Coldwell Banker Relocation 1992 - 1993
Skills
Capital Markets, Fixed Income, Financial Modeling, Financial Analysis, Risk Management, Corporate Finance, Vendor Management, Investment Banking, Change Management, Strategy, Equities, Portfolio Management, Banking, Business Process...
Education
Yale University - Yale School of Management 1993 — 1995
MBA
Fairfield University 1988 — 1992
BS, Accounting
Christian Brothers Academy - Lincroft, NJ 1984 — 1988
Ted Denniston's Merrill Lynch Experience 2002 - 2008
Job Managing Director at NXT Capital
Industry Financial Services
Experience
NXT Capital January 2010 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch Capital 2002 - 2008
Transamerica September 1993 - December 2002
Education
Emporia State University 1989 — 1993
Business Administration
NXT Capital January 2010 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch Capital 2002 - 2008
Transamerica September 1993 - December 2002
Education
Emporia State University 1989 — 1993
Business Administration
Didier Javice's Merrill Lynch Experience 2003 - 2006
Job Managing Director at Dynamic Capital Management LLC
Industry Financial Services
Experience
Dynamic Capital Management April 2012 - Present
Graham Capital Management August 2011 - March 2012
W Fund Advisors 2007 - 2011
Merrill Lynch 2003 - 2006
Risk Management Advisors LLC 1997 - 2003
Goldman Sachs 1986 - 1997
Skills
Corporate Finance, Risk Management, Hedge Funds, Financial Structuring, Trading, Structured Products, Portfolio Management, Alternative Investments, Financial Markets, Derivatives, Capital Markets, Equities, Fixed Income
Education
ESCP Europe 1976 — 1979
Masters in Management
Lycee Henri IV - Paris 1974 — 1976
Dynamic Capital Management April 2012 - Present
Graham Capital Management August 2011 - March 2012
W Fund Advisors 2007 - 2011
Merrill Lynch 2003 - 2006
Risk Management Advisors LLC 1997 - 2003
Goldman Sachs 1986 - 1997
Skills
Corporate Finance, Risk Management, Hedge Funds, Financial Structuring, Trading, Structured Products, Portfolio Management, Alternative Investments, Financial Markets, Derivatives, Capital Markets, Equities, Fixed Income
Education
ESCP Europe 1976 — 1979
Masters in Management
Lycee Henri IV - Paris 1974 — 1976
Rene Lipsch's Merrill Lynch Experience August 1999 - July 2005
Job Vice President Senior Analyst at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation October 2013 - Present
Real Estate Development and Management July 2011 - September 2013
Allied Resource Corporation November 2008 - July 2011
Credit Suisse October 2005 - August 2008
Merrill Lynch August 1999 - July 2005
Loyens & Loeff 1993 - 1998
Skills
Corporate Finance, Business Development, Capital Markets, Tax, Private Equity, Equity Capital Markets, Investment Banking, Financial Structuring, Valuation, Due Diligence
Education
London Business School 1998 — 1999
MSc, Finance
Erasmus University Rotterdam 1987 — 1993
MSc, Economics
St. Janscollege 1981 — 1987
Moody's Corporation October 2013 - Present
Real Estate Development and Management July 2011 - September 2013
Allied Resource Corporation November 2008 - July 2011
Credit Suisse October 2005 - August 2008
Merrill Lynch August 1999 - July 2005
Loyens & Loeff 1993 - 1998
Skills
Corporate Finance, Business Development, Capital Markets, Tax, Private Equity, Equity Capital Markets, Investment Banking, Financial Structuring, Valuation, Due Diligence
Education
London Business School 1998 — 1999
MSc, Finance
Erasmus University Rotterdam 1987 — 1993
MSc, Economics
St. Janscollege 1981 — 1987
John R. Callegari Jr.'s Merrill Lynch Experience 1997 - 2008
Job Financial Services | Finance | Operations | Client Services | Private Equity | Investment Banking
Industry Financial Services
Experience
The Blackstone Group July 2013 - Present
JPMorgan Chase 2011 - 2013
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 1997 - 2008
Deloitte & Touche 1988 - 1995
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Securities, Financial Services, Middle Office, Strategy, Derivatives, Trading, Hedge Funds, Prime Brokerage, Alternative Investments, Private Equity, Settlement, Operations Management, Financial Markets, Financial Analysis, Collateral Management, Leadership, Securities Lending, Bonds, Project Management, Operational Risk, Back Office, Asset Managment, Equity Derivatives, Options, Financial Risk, Financial Reporting, Internal Controls, Accounting, Operational Excellence, Program Management, Process Improvement, Fund Administration, Location Strategy, Futures, Client Data, Product Data, Client Service, Six Sigma, Lean Management, People Development, Communication, Global Management, Fund Accounting, Securities Regulation, Clearing, Asset Management
Education
Fairfield University 1984 — 1988
BS, Accounting
The Blackstone Group July 2013 - Present
JPMorgan Chase 2011 - 2013
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 1997 - 2008
Deloitte & Touche 1988 - 1995
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Securities, Financial Services, Middle Office, Strategy, Derivatives, Trading, Hedge Funds, Prime Brokerage, Alternative Investments, Private Equity, Settlement, Operations Management, Financial Markets, Financial Analysis, Collateral Management, Leadership, Securities Lending, Bonds, Project Management, Operational Risk, Back Office, Asset Managment, Equity Derivatives, Options, Financial Risk, Financial Reporting, Internal Controls, Accounting, Operational Excellence, Program Management, Process Improvement, Fund Administration, Location Strategy, Futures, Client Data, Product Data, Client Service, Six Sigma, Lean Management, People Development, Communication, Global Management, Fund Accounting, Securities Regulation, Clearing, Asset Management
Education
Fairfield University 1984 — 1988
BS, Accounting
Rick Siemers's Merrill Lynch Experience December 2004 - March 2005
Job Vice President TMC Bonds
Industry Financial Services
Experience
TMC Bonds, LLC April 2010 - Present
Advisor Group (Royal Alliance) October 2007 - April 2010
Goldenberg Hehmeyer Trading Co Ltd July 2005 - August 2007
Merrill Lynch December 2004 - March 2005
Wachovia Securities September 2004 - November 2004
UBS June 2004 - August 2004
Skills
Series 7, Series 63, Series 24, Trading, Financial Markets, Treasury, Treasury Management, FINRA, Bloomberg, Investments, Securities, Equities, Structured Products, Bonds, Capital Markets, Fixed Income
Education
Fairfield University 2001 — 2005
B.S., Finance and Information Systems
TMC Bonds, LLC April 2010 - Present
Advisor Group (Royal Alliance) October 2007 - April 2010
Goldenberg Hehmeyer Trading Co Ltd July 2005 - August 2007
Merrill Lynch December 2004 - March 2005
Wachovia Securities September 2004 - November 2004
UBS June 2004 - August 2004
Skills
Series 7, Series 63, Series 24, Trading, Financial Markets, Treasury, Treasury Management, FINRA, Bloomberg, Investments, Securities, Equities, Structured Products, Bonds, Capital Markets, Fixed Income
Education
Fairfield University 2001 — 2005
B.S., Finance and Information Systems
Luis Valcazar's Merrill Lynch Experience August 2007 - September 2009
Job Audio Design/ Executive Assistant
Industry Music
Experience
LAV Productions September 2003 - Present
Dolby Laboratories March 2015 - May 2015
Bank of America Merrill Lynch July 2012 - October 2014
Homestead High School Marching Band and Colorguard August 2007 - August 2012
Merrill Lynch August 2007 - September 2009
Banc of America Securities January 2006 - June 2007
Conservation & Liquidation Office August 2001 - February 2005
NextMonet.com August 2000 - February 2001
Superior National Insurance Company February 1996 - January 1999
Skills
Administrative..., Management, Training, Budgets, Software Documentation, Editing, Process Scheduler, Spreadsheets, Microsoft Word, Insurance, Calendars, Outlook, Administrative...
Education
Institute of Audio Research NYC 2005 — 2006
Audio Design
Evergreen Valley College 1994 — 1995
LAV Productions September 2003 - Present
Dolby Laboratories March 2015 - May 2015
Bank of America Merrill Lynch July 2012 - October 2014
Homestead High School Marching Band and Colorguard August 2007 - August 2012
Merrill Lynch August 2007 - September 2009
Banc of America Securities January 2006 - June 2007
Conservation & Liquidation Office August 2001 - February 2005
NextMonet.com August 2000 - February 2001
Superior National Insurance Company February 1996 - January 1999
Skills
Administrative..., Management, Training, Budgets, Software Documentation, Editing, Process Scheduler, Spreadsheets, Microsoft Word, Insurance, Calendars, Outlook, Administrative...
Education
Institute of Audio Research NYC 2005 — 2006
Audio Design
Evergreen Valley College 1994 — 1995
Adriaan Van Der Knaap's Merrill Lynch Experience April 1998 - August 2002
Job Principal & Managing Director at StormHarbour Partners LP
Industry Investment Banking
Experience
StormHarbour Partners LP May 2012 - Present
UBS Investment Bank September 2002 - April 2012
Merrill Lynch April 1998 - August 2002
Citi June 1990 - April 1998
Skills
Investment Banking, Capital Markets, Financial Structuring, Capital Structure, Corporate Finance, Securities, Financial Institutions, Fixed Income, Valuation, Equities, Private Equity, Hedge Funds, Financial Modeling, Derivatives, Investments, Portfolio Management, Mergers & Acquisitions, Asset Management, Structured Finance, Due Diligence, Banking, Management
Education
Erasmus University Rotterdam 1980 — 1986
Master's degree, Economics
StormHarbour Partners LP May 2012 - Present
UBS Investment Bank September 2002 - April 2012
Merrill Lynch April 1998 - August 2002
Citi June 1990 - April 1998
Skills
Investment Banking, Capital Markets, Financial Structuring, Capital Structure, Corporate Finance, Securities, Financial Institutions, Fixed Income, Valuation, Equities, Private Equity, Hedge Funds, Financial Modeling, Derivatives, Investments, Portfolio Management, Mergers & Acquisitions, Asset Management, Structured Finance, Due Diligence, Banking, Management
Education
Erasmus University Rotterdam 1980 — 1986
Master's degree, Economics
Dan Dechant's Merrill Lynch Experience January 1995 - November 2001
Job Director of Wealth Management Kansas City Region
Industry Financial Services
Experience
UBT Bank & Trust February 2015 - Present
Compass Wealth Advisers, Inc. February 2015 - Present
ONE Retirement, LLC May 2014 - October 2014
Fisher Investments June 2010 - January 2013
Morgan Stanley November 2001 - June 2010
Merrill Lynch January 1995 - November 2001
Skills
Leadership, Recruiting, Sales, Investments, Training, Finance, Series 65, Financial Advisory, Business Development, Public Speaking, Asset Management, Strategic Financial..., Strategic Planning, Risk Management, Financial Planning
Education
Emporia State University 1987 — 1993
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
UBT Bank & Trust February 2015 - Present
Compass Wealth Advisers, Inc. February 2015 - Present
ONE Retirement, LLC May 2014 - October 2014
Fisher Investments June 2010 - January 2013
Morgan Stanley November 2001 - June 2010
Merrill Lynch January 1995 - November 2001
Skills
Leadership, Recruiting, Sales, Investments, Training, Finance, Series 65, Financial Advisory, Business Development, Public Speaking, Asset Management, Strategic Financial..., Strategic Planning, Risk Management, Financial Planning
Education
Emporia State University 1987 — 1993
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Christie Hauck's Merrill Lynch Experience May 2008 - October 2008
Job Associate Buyer, Designer Handbags at Saks Fifth Avenue
Industry Retail
Experience
Saks Fifth Avenue- Full Line & Saks.com October 2014 - Present
Saks Fifth Avenue- Full Line & Saks.com September 2013 - October 2014
Saks Fifth Avenue August 2012 - August 2013
Saks Fifth Avenue April 2011 - August 2012
Saks Fifth Avenue June 2010 - March 2011
Saks Fifth Avenue January 2010 - July 2010
LLBH Private Wealth Management LLC October 2008 - January 2010
Merrill Lynch May 2008 - October 2008
Skills
Buying, Business Strategy, Training, Merchandising, Fashion, Retail, Sales, Marketing, Microsoft Excel, Forecasting, Customer Service, Multi-channel Retail, Merchandise Planning, Advertising, Leadership
Education
Fairfield University 2007 — 2010
Bachelor of Science, Finance
The Charles F. Dolan School of Business 2007 — 2010
Bachelor of Science, Finance
Staples High School 2002 — 2006
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Saks Fifth Avenue- Full Line & Saks.com October 2014 - Present
Saks Fifth Avenue- Full Line & Saks.com September 2013 - October 2014
Saks Fifth Avenue August 2012 - August 2013
Saks Fifth Avenue April 2011 - August 2012
Saks Fifth Avenue June 2010 - March 2011
Saks Fifth Avenue January 2010 - July 2010
LLBH Private Wealth Management LLC October 2008 - January 2010
Merrill Lynch May 2008 - October 2008
Skills
Buying, Business Strategy, Training, Merchandising, Fashion, Retail, Sales, Marketing, Microsoft Excel, Forecasting, Customer Service, Multi-channel Retail, Merchandise Planning, Advertising, Leadership
Education
Fairfield University 2007 — 2010
Bachelor of Science, Finance
The Charles F. Dolan School of Business 2007 — 2010
Bachelor of Science, Finance
Staples High School 2002 — 2006
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Syracuse University
Alexandra Criscuolo's Merrill Lynch Experience June 2010 - August 2010
Job Strategic Investor Programs, Risk: Business Analyst
Industry Financial Services
Experience
GE Capital Americas August 2014 - Present
GE Energy Financial Services July 2013 - August 2014
GE Energy Financial Services July 2012 - July 2013
GE Energy Financial Services June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Excel, Spanish, Microsoft Visio, Word, PowerPoint, Principia, Bloomberg, Microsoft Excel, Microsoft Word
Education
Fairfield University 2008 — 2012
B.S., Business, Spanish, Environmental
Florence University of the Arts 2010 — 2010
Universidad Pablo de Olavide 2010 — 2010
International Finance, Spanish, Ecology
Pittsford Mendon High School 2004 — 2008
GE Capital Americas August 2014 - Present
GE Energy Financial Services July 2013 - August 2014
GE Energy Financial Services July 2012 - July 2013
GE Energy Financial Services June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Excel, Spanish, Microsoft Visio, Word, PowerPoint, Principia, Bloomberg, Microsoft Excel, Microsoft Word
Education
Fairfield University 2008 — 2012
B.S., Business, Spanish, Environmental
Florence University of the Arts 2010 — 2010
Universidad Pablo de Olavide 2010 — 2010
International Finance, Spanish, Ecology
Pittsford Mendon High School 2004 — 2008
Robert Krause's Merrill Lynch Experience June 1994 - August 1999
Job Store Manager at Barnes & Noble
Industry Retail
Experience
Barnes & Noble February 2012 - Present
Toys R Us February 2010 - February 2012
Toys R Us September 2008 - February 2010
Target June 2007 - September 2008
Target March 2006 - June 2007
Target April 2005 - March 2006
Target October 2004 - April 2005
Lenscrafters June 2002 - October 2004
UBS August 1999 - January 2002
Merrill Lynch June 1994 - August 1999
Skills
Store Management, Retail, Merchandising, Loss Prevention, Inventory Management, Inventory Control, Visual Merchandising, Big Box, Profit, Driving Results, Multi-unit, Store Operations, Income Statement, Succession Planning, Multi-Unit Management, Employee Relations, Customer Service, Performance Management, Team Building, Recruiting
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
B.S., Finance Minor: Political Science
Essex County College 2002 — 2004
A.A.S., Ophthalmic Science
Barnes & Noble February 2012 - Present
Toys R Us February 2010 - February 2012
Toys R Us September 2008 - February 2010
Target June 2007 - September 2008
Target March 2006 - June 2007
Target April 2005 - March 2006
Target October 2004 - April 2005
Lenscrafters June 2002 - October 2004
UBS August 1999 - January 2002
Merrill Lynch June 1994 - August 1999
Skills
Store Management, Retail, Merchandising, Loss Prevention, Inventory Management, Inventory Control, Visual Merchandising, Big Box, Profit, Driving Results, Multi-unit, Store Operations, Income Statement, Succession Planning, Multi-Unit Management, Employee Relations, Customer Service, Performance Management, Team Building, Recruiting
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
B.S., Finance Minor: Political Science
Essex County College 2002 — 2004
A.A.S., Ophthalmic Science
Christine Harrington's Merrill Lynch Experience 2005 - 2007
Job Principal at Apollo Investment Corporation
Industry Investment Management
Experience
Apollo Investment Corporation 2007 - Present
Merrill Lynch 2005 - 2007
CIBC World Markets 2002 - 2005
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Alternative Investments, Financial Modeling, Fixed Income, LBO, Asset Management, Investments, Due Diligence, Corporate Finance
Education
Fairfield University
Bachelor's Degree
Apollo Investment Corporation 2007 - Present
Merrill Lynch 2005 - 2007
CIBC World Markets 2002 - 2005
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Alternative Investments, Financial Modeling, Fixed Income, LBO, Asset Management, Investments, Due Diligence, Corporate Finance
Education
Fairfield University
Bachelor's Degree
Benjamin Geller's Merrill Lynch Experience September 2009 - December 2009
Job Market Risk Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase September 2012 - August 2014
JPMorgan Chase September 2011 - August 2012
The Barnum Financial Group December 2010 - September 2011
Merrill Lynch September 2009 - December 2009
The Barnum Financial Group July 2009 - August 2009
The Barnum Financial Group an Office of MetLife July 2009 - August 2009
Skills
Series 7, Equities, Financial Analysis, Bloomberg, Fixed Income
Education
Fairfield University 2006 — 2010
BS, Finance
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase September 2012 - August 2014
JPMorgan Chase September 2011 - August 2012
The Barnum Financial Group December 2010 - September 2011
Merrill Lynch September 2009 - December 2009
The Barnum Financial Group July 2009 - August 2009
The Barnum Financial Group an Office of MetLife July 2009 - August 2009
Skills
Series 7, Equities, Financial Analysis, Bloomberg, Fixed Income
Education
Fairfield University 2006 — 2010
BS, Finance
Adriene Lee's Merrill Lynch Experience 1994 - 2009
Job Office Administrator at iGATE Global Solutions
Industry Computer Software
Experience
iGATE Global Solutions 2008 - Present
Merrill Lynch 1994 - 2009
Skills
Vendor Management
Education
Essex County College
AS, Secretarial Science
iGATE Global Solutions 2008 - Present
Merrill Lynch 1994 - 2009
Skills
Vendor Management
Education
Essex County College
AS, Secretarial Science
Dennis Boyle's Merrill Lynch Experience September 2009 - December 2009
Job Financial Analyst at Viacom Media Networks
Industry Entertainment
Experience
Viacom November 2011 - Present
Best Apartments Inc April 2011 - October 2011
J. Hunt & Associates LLC June 2010 - April 2011
Merrill Lynch September 2009 - December 2009
Thomson Reuters June 2008 - August 2008
United Way of New York City June 2007 - August 2007
Skills
MySQL, Microsoft Office, Spanish, EnterpriseOne, SAP, Marketing, Finance, Microsoft Word
Education
Fairfield University 2006 — 2010
Bachelor, Finance AND Spanish
Universitat Autònoma de Barcelona
Montclair Kimberley Academy
Viacom November 2011 - Present
Best Apartments Inc April 2011 - October 2011
J. Hunt & Associates LLC June 2010 - April 2011
Merrill Lynch September 2009 - December 2009
Thomson Reuters June 2008 - August 2008
United Way of New York City June 2007 - August 2007
Skills
MySQL, Microsoft Office, Spanish, EnterpriseOne, SAP, Marketing, Finance, Microsoft Word
Education
Fairfield University 2006 — 2010
Bachelor, Finance AND Spanish
Universitat Autònoma de Barcelona
Montclair Kimberley Academy
Dominie Dickens's Merrill Lynch Experience August 1985 - October 1995
Job Executive Assistant II at ESPN
Industry Broadcast Media
Experience
ESPN November 2003 - Present
AMES June 2001 - August 2002
AMES December 1997 - June 2001
Hartford Life August 1996 - December 1997
Merrill Lynch August 1985 - October 1995
Skills
Administrative..., Social Media, Invoicing, System Administration, Blogging, CRM, Event Planning, Event Management, Leadership, Digital Media, Interviews, Management, Project Management, PowerPoint, Photoshop, Time Management, Sales, Outlook, Facebook, Social Networking
Education
Post University 2010 — 2014
Bachelors - Expected '14', Business Management, 3.9
Educational Training of Wethersfield 2003 — 2004
Certificate, Medical Billing and Coding
Essex County College 1985 — 1988
Business Management / Computer Science
ESPN November 2003 - Present
AMES June 2001 - August 2002
AMES December 1997 - June 2001
Hartford Life August 1996 - December 1997
Merrill Lynch August 1985 - October 1995
Skills
Administrative..., Social Media, Invoicing, System Administration, Blogging, CRM, Event Planning, Event Management, Leadership, Digital Media, Interviews, Management, Project Management, PowerPoint, Photoshop, Time Management, Sales, Outlook, Facebook, Social Networking
Education
Post University 2010 — 2014
Bachelors - Expected '14', Business Management, 3.9
Educational Training of Wethersfield 2003 — 2004
Certificate, Medical Billing and Coding
Essex County College 1985 — 1988
Business Management / Computer Science
Brigid McEntee's Merrill Lynch Experience February 2010 - May 2010
Job Account Manager/Integrated Producer at Madwell
Industry Marketing and Advertising
Experience
Madwell June 2015 - Present
Factory Design Labs January 2014 - June 2015
Digitas August 2012 - November 2013
Digitas June 2011 - August 2012
The Nielsen Company February 2010 - May 2011
Digitas June 2010 - August 2010
Merrill Lynch February 2010 - May 2010
Aflac June 2009 - August 2009
Santa Fe Group May 2008 - July 2008
US Senator Tom Udall May 2008 - July 2008
Skills
Press Releases, Competitive Analysis, Analytics, Marketing, Account Management, Facebook, Social Media, Strategy, Media Planning, Online Advertising, Mobile Marketing, Advertising, Email Marketing, Data Analysis, Management, Integrated Marketing, Digital Media, Direct Marketing, Creative Direction, Social Media Marketing, Marketing Research, Digital Strategy, Digital Marketing
Education
Fairfield University 2007 — 2011
BS, Marketing & Psychology
National University of Ireland, Galway 2009 — 2009
Madwell June 2015 - Present
Factory Design Labs January 2014 - June 2015
Digitas August 2012 - November 2013
Digitas June 2011 - August 2012
The Nielsen Company February 2010 - May 2011
Digitas June 2010 - August 2010
Merrill Lynch February 2010 - May 2010
Aflac June 2009 - August 2009
Santa Fe Group May 2008 - July 2008
US Senator Tom Udall May 2008 - July 2008
Skills
Press Releases, Competitive Analysis, Analytics, Marketing, Account Management, Facebook, Social Media, Strategy, Media Planning, Online Advertising, Mobile Marketing, Advertising, Email Marketing, Data Analysis, Management, Integrated Marketing, Digital Media, Direct Marketing, Creative Direction, Social Media Marketing, Marketing Research, Digital Strategy, Digital Marketing
Education
Fairfield University 2007 — 2011
BS, Marketing & Psychology
National University of Ireland, Galway 2009 — 2009
Gisele Prata's Merrill Lynch Experience February 2005 - November 2009
Job Financial Services Professional Event Planner and Travel Director
Industry Financial Services
Experience
Independent Contractor / Self Employed December 2012 - Present
Bank of America / Merrill Lynch November 2009 - June 2012
Merrill Lynch February 2005 - November 2009
Education
Essex County College 2000 — 2004
Undergraduate, Physical Therapy/Therapist Assistant
East Side High School 1996 — 2000
Independent Contractor / Self Employed December 2012 - Present
Bank of America / Merrill Lynch November 2009 - June 2012
Merrill Lynch February 2005 - November 2009
Education
Essex County College 2000 — 2004
Undergraduate, Physical Therapy/Therapist Assistant
East Side High School 1996 — 2000
Katherine Gihm's Merrill Lynch Experience January 2004 - September 2005
Job Financial Advisor
Industry Financial Services
Experience
GTC Financial Services October 2005 - Present
Self-employed January 2004 - Present
Merrill Lynch January 2004 - September 2005
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Educational IRA, Annuity, Life Insurance
Education
이화여자대학교 / Ewha Womans University 1973 — 1976
BS, Chemistry
GTC Financial Services October 2005 - Present
Self-employed January 2004 - Present
Merrill Lynch January 2004 - September 2005
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Educational IRA, Annuity, Life Insurance
Education
이화여자대학교 / Ewha Womans University 1973 — 1976
BS, Chemistry
Barbara missy Chikezie's Merrill Lynch Experience February 1982 - 1989
Job Mental health admin. at Magellan Behavioral Health
Industry Mental Health Care
Experience
Magellan Behavioral Health January 1990 - Present
Merrill Lynch February 1982 - 1989
Education
Essex County College 2010 — 2013
Associate's Degree, Elementary Education and Teaching, 5th thru Junior College
Rutgers, The State University of New Jersey-Newark 1983 — 1988
Business Administration and Management, General
Amer. Bus. institute
Computer Programming, Specific Applications
Magellan Behavioral Health January 1990 - Present
Merrill Lynch February 1982 - 1989
Education
Essex County College 2010 — 2013
Associate's Degree, Elementary Education and Teaching, 5th thru Junior College
Rutgers, The State University of New Jersey-Newark 1983 — 1988
Business Administration and Management, General
Amer. Bus. institute
Computer Programming, Specific Applications
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank