Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

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

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Jack Giegerich Jack Giegerich Old Saybrook, Connecticut Details
Jack Giegerich's Merrill Lynch Experience May 2015 - Present
Job Student at Fairfield University
Industry Financial Services
Experience
Merrill Lynch   May 2015 - Present
Fairfield University  September 2013 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Public Speaking, Teamwork, Leadership, Analysis, Strategic Planning, Event Planning, PowerPoint

Education
Fairfield University   2013 — 2017
Finance, General; Economics

Old Saybrook Senior High School   2009 — 2013

Michael Maggi, CFA Michael Maggi, CFA Greater New York City Area Details
Michael Maggi, CFA's Merrill Lynch Experience May 2007 - July 2008
Job Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   January 2015 - Present
Money by Maggi   September 2012 - December 2014
UBS Financial Services, Inc.   March 2010 - September 2012
Gabelli Asset Management  August 2008 - March 2010
Merrill Lynch   May 2007 - July 2008
Fairfield University  September 2006 - May 2008

Skills
Series 7, Hedge Funds, Bloomberg, Alternative Investments, Series 63, Equities, Asset Managment, Fixed Income, Mutual Funds, Equity Research, Investments, Asset Allocation, Portfolio Management, Wealth Management, Uniform Combined State..., Chartered Financial..., Trading, Valuation, Investment Management, Asset Management

Education
Fairfield University   2004 — 2008
B.S., Finance, Economics

Kim Gotti Kim Gotti Chicago, Illinois Details
Kim Gotti's Merrill Lynch Experience 1995 - 1997
Job Account Manager, Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  October 2010 - Present
Thomson Reuters  2007 - September 2010
Thomson Reuters  June 2003 - February 2007
Stephens Inc.  2001 - 2003
Bank of America  1997 - 2001
Merrill Lynch   1995 - 1997

Skills
Fixed Income, Market Data, Trading, Financial Markets, Financial Services, Relationship Management, Equities, Bonds, Sales, Hedge Funds, Management, CRM, Investment Banking, Commodity, Portfolio Management, Business Development, Contract Negotiation, Solution Selling, Derivatives, Bloomberg, Proprietary Trading, Securities, Strategy, microsoft, Microsoft Office, marketing, Project Managment, Customer Service, Microsoft Excel, Social Media, Leadership, Strategic Sales, Sales Analysis, Marketing

Education
Seton Hall University School of Law   1991 — 1994
JD, Law

Fairfield University
BS, Finance

Greg Coghlan Greg Coghlan Greater New York City Area Details
Greg Coghlan's Merrill Lynch Experience February 1993 - November 2007
Job Managing Partner at Christie | Coghlan Investment Management, LLC
Industry Financial Services
Experience
Christie Coghlan Investment Management, LLC   November 2007 - Present
Merrill Lynch   February 1993 - November 2007

Skills
Strategic Financial..., Portfolio Management

Education
Fairfield University   1988 — 1992
Bachelor of Science (BS)

Our Lady of Lourdes H.S.   1984 — 1988

Christopher Paulino Christopher Paulino Greater Boston Area Details
Christopher Paulino's Merrill Lynch Experience January 2009 - May 2009
Job Senior Accountant/Financial Analyst at Backupify
Industry Computer Software
Experience
Backupify  January 2014 - Present
Basho Technologies, Inc  May 2013 - January 2014
Optos  April 2011 - April 2013
Millennial Net  May 2009 - April 2011
Merrill Lynch   January 2009 - May 2009

Skills
Accounting, Financial Analysis, Revenue Recognition, Forecasting, General Ledger, Accounts Payable, Accounts Receivable, QuickBooks, Payroll, Budgets, Financial Statements, Journal Entries, Financial Reporting, Microsoft Excel, Invoicing, Financial Modeling, US GAAP, Great Plains Software, PowerPoint, Balance

Education
Fairfield University   2004 — 2009
Bachelors, Finance

Meredith Richardson Meredith Richardson San Diego, California Details
Meredith Richardson's Merrill Lynch Experience May 2006 - August 2006
Job Deputy Program Manager at ViaSat
Industry Aviation & Aerospace
Experience
ViaSat Inc.  April 2015 - Present
ViaSat Inc.  October 2013 - April 2015
Pratt & Whitney  September 2011 - October 2013
Sikorsky Aircraft  August 2009 - September 2011
United Technologies  July 2007 - August 2009
Merrill Lynch   May 2006 - August 2006

Skills
Financial Analysis, Financial Modeling, Hyperion Enterprise, Forecasting, Financial Reporting, Strategic Financial..., SAP, Variance Analysis, Process Improvement, HFM, Finance, Microsoft Excel, Access, Accounting, JD Edwards, Corporate Finance, Data Analysis, PowerPoint, Analysis, Financial Planning, Leadership, Financial Audits

Education
Fairfield University   2010 — 2013
MBA, Finance, Marketing

Quinnipiac University   2003 — 2007
Bachelors, Finance, Marketing

Robert Raniolo Robert Raniolo Milwaukee, Wisconsin Details
Robert Raniolo's Merrill Lynch Experience May 2013 - August 2013
Job Director of Outreach at Home Front Alliance
Industry Education Management
Experience
Home Front Alliance   September 2014 - Present
Merrill Lynch   May 2013 - August 2013

Skills
Capital Markets, Finance, Wealth Management, Cold Calling, Educational Outreach, Bloomberg Terminal, Entrepreneurship, Microsoft Office, Time Management

Education
Fairfield University   2010 — 2014
Bachelor of Science (BS), Finance

Sean Keckeisen Sean Keckeisen New York, New York Details
Sean Keckeisen's Merrill Lynch Experience September 2010 - February 2011
Job Institutional Client Group Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  January 2013 - April 2015
J.P. Morgan   April 2012 - August 2012
Merrill Lynch   September 2010 - February 2011

Skills
PowerPoint, Series 7, Bloomberg, Microsoft Office, Equities

Education
Fairfield University   2007 — 2011
Bachelor of Science (B.S.), Marketing and Finance

Salisbury School

Kristina Haase Kristina Haase Smithtown, New York Details
Kristina Haase's Merrill Lynch Experience June 2006 - March 2009
Job Office of Financial Affairs at New York Institute of Technology
Industry Higher Education
Experience
New York Institute of Technology  December 2014 - Present
Morgan Stanley  June 2010 - December 2014
E*TRADE Financial  March 2009 - June 2010
Merrill Lynch   June 2006 - March 2009

Education
Fairfield University   2002 — 2006
Bachelor of Science, Accounting and Information Systems

Patrick R. Noonan, CFP® Patrick R. Noonan, CFP® United States Details
Patrick R. Noonan, CFP®'s Merrill Lynch Experience June 2003 - August 2011
Job Advanced Planning at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  July 2014 - Present
Janney Montgomery Scott  September 2011 - June 2014
Merrill Lynch   June 2003 - August 2011

Skills
Personal Financial..., Life Insurance, Asset Allocation, Estate Planning, College Funding..., Personal Tax Planning, Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Retirement Plan..., 529 Plans, Employee Stock Options, Notary Public

Education
Fairfield University   1999 — 2003

Catholic Memorial High School   1994 — 1999

Robert Finnerty Robert Finnerty Boston, Massachusetts Details
Robert Finnerty's Merrill Lynch Experience March 2011 - Present
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2011 - Present
New England Cable News  2007 - 2010
ESPN Radio  2006 - 2008

Skills
Social Media, Marketing, Media Relations, Salesforce.com, New Business Development, Bloomberg, Radio Broadcasting, News/Sports Broadcasting, ENPS

Education
Fairfield University   2001 — 2005
BA, Communications

Lawrence Academy, Groton, MA   1997 — 2001

Thomas E. Whitlock II Thomas E. Whitlock II Rockville, Maryland Details
Thomas E. Whitlock II's Merrill Lynch Experience April 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   April 2013 - Present
Merrill Lynch   June 2011 - September 2012
Fairfield University  September 2008 - May 2012
R J Crowley, Inc.   April 2010 - August 2010
Jim Coleman Toyota  April 2008 - August 2009

Skills
Microsoft Office, Series 66, Series 7, Microsoft Excel, PowerPoint, Financial Analysis, Bloomberg, Microsoft Word, Financial Modeling, Valuation, Research, Outlook, Bloomberg Terminal, Asset Management, Social Networking, Alternative Investments, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Finance, Portfolio Management, Investments, Insurance, Fixed Income, Investment Strategies

Education
Fairfield University   2008 — 2012
Bachelor of Science, Finance

Thomas S. Wootton   2004 — 2008

Maureen Mattie Maureen Mattie Greater Boston Area Details
Maureen Mattie's Merrill Lynch Experience 1993 - 1995
Job Broker/CPA at M Mattie CPA
Industry Real Estate
Experience
M Mattie CPA   June 2006 - Present
Merrill Lynch   1993 - 1995
Coopers & Lybrand Consulting  1983 - 1985
Commercial Union  1980 - 1983

Skills
Accounting, Budgets, Auditing, Due Diligence, Financial Analysis, Financial Reporting, Investments, Forecasting, Mergers & Acquisitions, Finance, Small Business, Strategic Planning

Education
Fairfield University   1973 — 1977
BS, Accounting

Academy of the Holy Angels

Jeffrey Frenzilli Jeffrey Frenzilli Greater New York City Area Details
Jeffrey Frenzilli's Merrill Lynch Experience September 2012 - December 2012
Job Performance Analyst at Intersec Research
Industry Financial Services
Experience
Intersec Research  August 2012 - Present
Merrill Lynch   September 2012 - December 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Thompson, MS Excel Pivot Tables

Education
Fairfield University   2008 — 2012
Bachelor of Applied Science (BASc), Finance, General

Joseph Sorrentino Joseph Sorrentino Greater New York City Area Details
Joseph Sorrentino's Merrill Lynch Experience May 2008 - March 2010
Job Associate at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs  August 2015 - Present
Goldman Sachs  September 2012 - Present
Goldman Sachs  March 2010 - August 2012
Merrill Lynch   May 2008 - March 2010
Merrill Lynch   July 2007 - April 2008

Skills
Treasury, Equities, Fixed Income, Regulatory Affairs, Project Planning, FICC, Residential Mortgages, Bonds, P&L Analysis, Valuation, Credit, Hedging

Education
NYU   2012 — 2015
MBA, MBA

Fairfield University   2003 — 2007
BA, Finance

Chaminade High School   1999 — 2003

Richard D'Angelo Richard D'Angelo Garden City, New York Details
Richard D'Angelo's Merrill Lynch Experience May 2014 - Present
Job Student at Fairfield University
Industry Accounting
Experience
Merrill Lynch   May 2014 - Present
Fairfield University  September 2012 - Present
Duffy & Duffy, Esqs.   May 2013 - August 2013

Skills
Microsoft Excel, Public Speaking, Information Technology, Time Management, Leadership, PowerPoint, Microsoft Word, Microsoft Office, Critical Thinking, Outlook, Human Resources

Education
Fairfield University   2012 — 2016

Garden City High School   2008 — 2012

Raymond L. Penzi Raymond L. Penzi Greater New York City Area Details
Raymond L. Penzi's Merrill Lynch Experience July 2009 - August 2009
Job Vice President, Estate & Business Planning at Heritage Strategies, LLC
Industry Financial Services
Experience
Heritage Strategies, LLC  January 2012 - Present
Sidoti & Company, LLC   December 2010 - July 2011
Merrill Lynch   July 2009 - August 2009
North American Partners in Anesthesia  July 2008 - August 2008

Skills
Wealth Management..., FINRA, Equities, Series 7, Series 63, Retirement Planning, Securities, Strategic Planning, Financial Analysis, Financial Advisory, Investments, Wealth, Business Planning, Life Insurance, Risk Management, Estate Planning, Trusts

Education
Fairfield University   2006 — 2010
B.S. in Finance, Minor in Management

Florence University of the Arts   2008 — 2008

Chaminade High School   2002 — 2006

Jackie Steed Jackie Steed Greater New York City Area Details
Jackie Steed's Merrill Lynch Experience December 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2014 - Present
Independent Mortgage Company  April 2009 - November 2014
UBS  1998 - 2002
Cendant  1996 - 1998
JP Morgan  July 1988 - 1996

Skills
Refinance, Series 7

Education
New York University - Leonard N. Stern School of Business   1990 — 1994
MBA, Marketing and International Business

Fairfield University   1984 — 1988
BS, MATHEMATICS & COMPUTER SCIENCE

Joseph Vourderis Joseph Vourderis Greater New York City Area Details
Joseph Vourderis's Merrill Lynch Experience January 2009 - May 2009
Job Team Leader, Technology Services Group Support at Bain & Company
Industry Management Consulting
Experience
Bain & Company  September 2013 - Present
Bain & Company  April 2013 - September 2013
Bain & Company  July 2010 - April 2013
JPMorgan Chase  September 2009 - July 2010
Merrill Lynch   January 2009 - May 2009
Bain & Company  June 2008 - September 2008

Skills
Customer Service, Computer Hardware, Network Administration, Batch Processing, Active Directory, Outlook, Microsoft Office, Blackberry Enterprise..., Good for Enterprise, Backup Exec, Antivirus, Windows 7, Windows XP Professional, Phone Skills, Telephone Systems, Inventory Control, Printer Support, iPhone, Android, Blackberry, VBScript, Checkpoint, Mobile Broadband, VPN, Networking, Quest ActiveRoles Server, SharePoint, SCCM, WebEx, Windows Server

Education
Fairfield University   2005 — 2009
BS, Double Major: Information Systems, Finance

Christopher Diana, CPA Christopher Diana, CPA Stamford, Connecticut Details
Christopher Diana, CPA's Merrill Lynch Experience September 2008 - November 2008
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  September 2010 - Present
Merrill Lynch   September 2008 - November 2008
KPMG US  June 2008 - August 2008
McGladrey  June 2007 - August 2007
All New York itle Agency Inc.   May 2001 - August 2004

Skills
US GAAP, Microsoft Excel, PowerPoint, CPA, Internal Controls, Microsoft Word, Revenue Recognition, Accounts Receivable, Accounts Payable, Project Management, Personal Budgeting, Mergers & Acquisitions, Carve-outs, Carve-out Financial..., VSOE, Journal Entries, QAD, SAP, Hyperion HFM, Presentations, Communication, Team Leadership

Education
Fairfield University   2009 — 2010
Master's Degree, Accounting

Fairfield University   2005 — 2009
Bachelor's Degree, Double major in Finance & Accounting

Evan Ganley Evan Ganley Whippany, New Jersey Details
Evan Ganley's Merrill Lynch Experience June 2014 - Present
Job Managed Account Advisors at Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch   June 2014 - Present
GE Capital Real Estate  January 2014 - April 2014
Wakefern Food Corp.  May 2013 - August 2013
Morgan Stanley Wealth Management  January 2013 - May 2013
Morgan Stanley  May 2012 - August 2012

Skills
Finance, Marketing

Education
Fairfield University   2010 — 2014
Bachelor of Science (BS), Finance, General

Mike Lackett Mike Lackett Greater New York City Area Details
Mike Lackett's Merrill Lynch Experience September 2011 - June 2012
Job Construction Loan Portfolio Manager at The Community Preservation Corporation
Industry Commercial Real Estate
Experience
The Community Preservation Corporation  September 2014 - Present
Community Preservation Corporation  September 2012 - September 2014
Merrill Lynch   September 2011 - June 2012
Merrill Lynch   January 2008 - June 2012
Merrill Lynch   October 2010 - March 2012
Merrill Lynch   September 2006 - December 2007

Skills
Analysis, Loans, Mortgage Lending, Series 7, Finance, Portfolio Management, Financial Analysis

Education
Washington and Lee University   2003 — 2006
BS, Business Administration

Fairfield University   2002 — 2003

Wall High School   1998 — 2002

Elizabeth Wood (Nyman) Elizabeth Wood (Nyman) Greater Boston Area Details
Elizabeth Wood (Nyman)'s Merrill Lynch Experience May 2006 - September 2006
Job Senior Supervisor Internal Control AISCAAG at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  September 2012 - Present
Aetna Capital Management, LLC Fund of Hedge Funds   March 2008 - December 2012
Merrill Lynch   May 2006 - September 2006

Skills
Investor Relations, Operations Management, Compliance, Financial Analysis, Financial Reporting, Financial Accounting, Cash Management, New Business Development, Business Development, Business Strategy, Internal Audit, Financial Audits, External Audit, Fund Of Funds, Hedge Funds, Institutional Investors, ERISA, Broker-Dealer Business, Pension Investors, High Net Worth..., Asset Management, Institutional..., Investments

Education
Fairfield University   2003 — 2007
Bachelor of Science (BS), Finance, General

Kimberly McEntee Kimberly McEntee New York, New York Details
Kimberly McEntee's Merrill Lynch Experience May 2009 - August 2009
Job Accountant at Pure Growth Partners
Industry Accounting
Experience
Pure Growth Partners  April 2012 - Present
Metropolitan Opera  September 2010 - April 2012
Cruice Financial Organization   September 2009 - May 2010
Merrill Lynch   May 2009 - August 2009
Lacoste  May 2009 - August 2009

Skills
Excel, PowerPoint, Word, Lawson, Epicor, Business Objects, Custom House, Morningstar

Education
Fairfield University   2006 — 2010
Bachelors of Science, Finance & Marketing

National University of Ireland, Galway   2008 — 2008

Maureen Putnam, PHR, SHRM-CP Maureen Putnam, PHR, SHRM-CP York, Pennsylvania Area Details
Maureen Putnam, PHR, SHRM-CP's Merrill Lynch Experience 1987 - 1990
Job Director of Human Resources at OSS Health
Industry Human Resources
Experience
OSS Health  January 2015 - Present
OSS Health  February 2013 - December 2014
OSS Health  January 2011 - February 2013
Paytime, Inc  December 2008 - January 2011
Human Element Group/Sourcepoint   September 2007 - December 2008
Coldwell Banker Bob Yost Homesale Services   2005 - 2007
Smith Barney  1991 - 1994
Merrill Lynch   1987 - 1990

Skills
Employee Relations, Recruiting, Employee Handbooks, Job Descriptions, Personnel Management, Human Resources, Performance Management, Onboarding, Talent Acquisition, Succession Planning, Benefits Administration, Organizational..., Employee Benefits, FMLA, Applicant Tracking..., Workers Compensation, College Recruiting

Education
Villanova University   2012 — 2014
Master of Science (MS)

Fairfield University   1983 — 1987
BS

Villanova University   2009 — 2009
Certificate

Kealy Gorman Kealy Gorman Skaneateles, New York Details
Kealy Gorman's Merrill Lynch Experience May 2012 - August 2012
Job Associate Investment at Initiative
Industry Marketing and Advertising
Experience
Initiative  June 2015 - Present
Her Campus Media  January 2014 - Present
Mirbeau Inn & Spa  May 2012 - June 2015
Fairfield University  September 2011 - May 2015
Photo Finish Records  September 2014 - January 2015
IPG Mediabrands  June 2014 - August 2014
iNvolved Media   January 2014 - August 2014
Fairfield University  January 2012 - January 2013
Merrill Lynch   May 2012 - August 2012
Skaneateles Country Club Day Camp   June 2008 - August 2012

Skills
Marketing, Event Planning, Managing Events, Social Media, Microsoft Office, Piano Playing, Marketing Communications, Team Leadership, Leadership, Advertising, Salesforce.com, Digital Photography, Database Queries, Image/Photo Editing, Advertising Operations, Digital Media, Digital Marketing, Facebook, Social Networking, Food & Beverage, DoubleClick, Google Analytics, Omniture, Event Management

Education
Fairfield University   2011 — 2015
Marketing

Fairfield University   2011 — 2015

Skaneateles High School

Francesca Genovesi Francesca Genovesi New Haven, Connecticut Details
Francesca Genovesi's Merrill Lynch Experience September 2009 - December 2009
Job Credit Analyst II at Knights of Columbus Asset Advisors
Industry Financial Services
Experience
Knights of Columbus Asset Advisors   February 2015 - Present
Knights of Columbus  July 2014 - February 2015
Knights of Columbus  June 2012 - July 2014
The Jones Group  November 2010 - June 2012
L'Occitane en Provence  May 2008 - September 2010
Fairfield Investment Group   February 2009 - March 2010
Merrill Lynch   September 2009 - December 2009
Fairfield Investment Group (FIG)   October 2008 - February 2009
Lord & Taylor  July 2007 - September 2007

Skills
Investments, Research, Finance, Microsoft Excel, Financial Analysis, Analysis, Microsoft Word, PowerPoint

Education
Fairfield University   2006 — 2010
BS, Finance

Amity Regional High School

Kyle Rozanitis Kyle Rozanitis Greater New York City Area Details
Kyle Rozanitis's Merrill Lynch Experience September 2013 - December 2013
Job Sales & Marketing Analyst at Rocaton Investment Advisors
Industry Investment Management
Experience
Rocaton Investment Advisors  June 2014 - Present
Merrill Lynch   September 2013 - December 2013
Merrill Lynch   September 2012 - December 2012
Computer Programs, Inc.   May 2011 - July 2012

Skills
Financial Analysis, Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, SPSS, Marketing, Bloomberg Terminal, Microeconomics, Macroeconomics, Futures Trading, Accounting, Social Media, Public Speaking

Education
Fairfield University   2010 — 2014
Bachelor of Science (B.S.), Finance

Gianna Marro Gianna Marro New York, New York Details
Gianna Marro's Merrill Lynch Experience May 2013 - Present
Job Financial Services Associate
Industry Financial Services
Experience
Merrill Lynch   May 2013 - Present
Merrill Lynch   February 2013 - May 2013
Robert W. Baird & Co.   January 2013 - January 2013
HFP Capital Markets LLC  October 2012 - January 2013
Northwestern Mutual  September 2012 - November 2012
Wilton Field Hockey   August 2011 - November 2012

Skills
Bloomberg, Teamwork, Microsoft Office, Social Media, Outlook, Public Speaking

Education
Fairfield University   2009 — 2013
Bachelor of Science (BS), Mathematics, Minor: Finance, Minor: Educational studies

Courtney McCord Courtney McCord Greater New York City Area Details
Courtney McCord's Merrill Lynch Experience February 2009 - May 2009
Job Recent Fairfield University Graduate
Industry Public Relations and Communications
Experience
Merrill Lynch   February 2009 - May 2009
PuroClean Restoration Cleaning, Jacksonville, FL   September 2008 - December 2008
F. J. Sciame Construction Company Inc.   June 2008 - August 2008

Education
Fairfield University   2005 — 2009

Jeffrey Liddle CRPC® Jeffrey Liddle CRPC® Roseland, New Jersey Details
Jeffrey Liddle CRPC®'s Merrill Lynch Experience June 1999 - June 2001
Job Regional Vice President at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital  October 2013 - Present
MetLife Investors  March 2008 - October 2013
Lord, Abbett & Co. LLC   February 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.)   August 2002 - February 2006
Merrill Lynch   June 1999 - June 2001

Skills
Series 65, Wealth Management, Asset Allocation, Retirement, Separately Managed..., Alternative Investments, Insurance, Relationship Management, Asset Managment, Business Development, New Business Development, Selling, Public Speaking, Team Leadership, 529 Plans, Microsoft Office

Education
Fairfield University   1995 — 1999
Bachelor of Science (BS), Finance, General

Mike Baughman Mike Baughman United States Details
Mike Baughman's Merrill Lynch Experience June 2009 - August 2009
Job Small Business
Industry Financial Services
Experience
Merry Maids  January 2015 - Present
Foster Dykema Cabot & Co., Inc.   August 2011 - December 2014
PwC  June 2010 - August 2010
Merrill Lynch   June 2009 - August 2009

Education
Fairfield University   2007 — 2011
BS, Finance and Accounting

Gregory Downing Gregory Downing Denver, Colorado Details
Gregory Downing's Merrill Lynch Experience January 2008 - March 2010
Job RESNET Energy Rater with EnergyLogic Inc./ Professional Lacrosse Player at NLL/ MLL
Industry Environmental Services
Experience
EnergyLogic, Inc.   October 2013 - Present
National Lacrosse League/ Major League Lacrosse   June 2007 - Present
Trilogy Lacrosse  June 2011 - August 2012
Merrill Lynch   January 2008 - March 2010

Education
University of Denver   2011 — 2013
Master's degree, Environmental Policy and Management, Focus: Energy and Sustainability

Fairfield University   2003 — 2007
Bachelor's degree, International Business

Jamie Ramerini Jamie Ramerini Greater New York City Area Details
Jamie Ramerini's Merrill Lynch Experience February 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2015 - Present
Merrill Lynch   September 2013 - February 2015
HomeServe USA  June 2013 - September 2013
Fairfield University Business Plan Competition   October 2012 - May 2013
Fairfield University  August 2010 - May 2013
GE Capital  June 2012 - October 2012
Merrill Lynch   September 2011 - December 2011
Fairfield University  August 2010 - May 2011

Skills
Finance, Microsoft Excel, Access, Microsoft Office, PowerPoint, Entrepreneurship, Microsoft Word, French, Portfolio Management, Leadership, Economics, Research, Data Analysis, Outlook, Financial Reporting, Community Service, Financial Analysis, Series 7, Teamwork, Time Management, Analysis, Customer Service

Education
Mercy College   2015 — 2016
Master of Business Administration (MBA), Organizational Leadership

Fairfield University   2009 — 2013
Bachelor of Science (B.S.), Finance, General, GPA 3.7

Centre Parisien d'Études Critiques   2012 — 2012
French Language and Literature, GPA 4.0

Kings Park High School   2006 — 2009

Joseph Sbarro Joseph Sbarro Port Washington, New York Details
Joseph Sbarro's Merrill Lynch Experience June 2012 - August 2012
Job Student at Fairfield University
Industry Financial Services
Experience
Merrill Lynch   June 2012 - August 2012
GJS Restaurant Group   June 2012 - August 2012
Gennaro's Pizzeria   May 2011 - August 2011

Education
Fairfield University   2010 — 2014
Bachelor of Science (B.S.), Management and Finance

Chaminade High School   2006 — 2010

Ed Lynch, Jr. Ed Lynch, Jr. Greater New York City Area Details
Ed Lynch, Jr.'s Merrill Lynch Experience September 2012 - December 2012
Job Financial Analyst at the New York Stock Exchange
Industry Financial Services
Experience
NYSE  September 2014 - Present
NYSE  September 2013 - August 2014
Merrill Lynch   September 2012 - December 2012
NYSE Euronext  May 2012 - August 2012
Quattro M Securities   July 2011 - August 2011

Skills
Bloomberg Certified, Proficient in Microsoft..., Trained in CPR and..., Financial Analysis, Microsoft Office, Social Media, Research, Securities, Outlook, Bloomberg, Investments, Accounting, Mutual Funds, Finance, Risk Management, Financial Modeling, Derivatives, Financial Markets, Time Management, Microsoft Excel

Education
Fairfield University   2009 — 2013
BS Finance, BA Economics, Finance & Economics

Xavier High School   2005 — 2009

John Paul Sakakini John Paul Sakakini Trumbull, Connecticut Details
John Paul Sakakini's Merrill Lynch Experience June 2014 - January 2015
Job Intern at Merrill Lynch Wealth Management
Industry
Experience
Mind Growing Business Mentors   September 2013 - Present
Merrill Lynch   June 2014 - January 2015
Manager  May 2011 - January 2014

Skills
Management, Negotiation, Shipping, Supply Chain Management, Sales, Customer Service, Leadership, Microsoft Office, Social Media, Teamwork, Marketing, Time Management

Education
Fairfield University   2012 — 2016
Finance, Business

Stephen Lanza Stephen Lanza Greater New York City Area Details
Stephen Lanza's Merrill Lynch Experience February 2015 - Present
Job IFC Research Intern at AMC Networks
Industry Financial Services
Experience
Merrill Lynch   February 2015 - Present
Berkshire Hathaway HomeServices  June 2013 - Present
AMC Networks  2015 - 2015
Lombardi Residential   May 2014 - September 2014
Investors Bank  June 2014 - August 2014

Skills
Microsoft Excel, Real Estate, Microsoft Word, PowerPoint, Commercial Real Estate, Real Estate Development, Residential Homes, Referrals, Marketing, Time Management, Research

Education
Fairfield University   2012 — 2016

SPMS

Richard Lauria Richard Lauria Greater New York City Area Details
Richard Lauria's Merrill Lynch Experience September 2009 - May 2010
Job Operations & Accounting Analyst at HedgeMark International, LLC
Industry Investment Banking
Experience
HedgeMark International, LLC  January 2015 - Present
UBS Investment Bank  July 2010 - Present
Merrill Lynch   September 2009 - May 2010
Fairfield Investment Group, Fairfield University   September 2008 - May 2010
First Investors  June 2009 - August 2009

Skills
Bloomberg, Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Trading, Financial Modeling

Education
Fairfield University   2006 — 2010
Bachelor of Science, Magna Cum-Laude, Finance and Economics, 3.72

Emily DeLuca Emily DeLuca Greater New York City Area Details
Emily DeLuca's Merrill Lynch Experience June 2011 - November 2011
Job JP Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan   August 2013 - Present
J.P. Morgan   June 2013 - August 2013
UBS Investment Bank  June 2012 - August 2012
Merrill Lynch   June 2011 - November 2011
The Patriot Group, LLC  June 2010 - July 2010
Beval Saddlery Ltd.  September 2006 - September 2009
GE Asset Management  October 2008 - August 2009
UBS Investment Bank  June 2008 - August 2008

Education
Fairfield University   2009 — 2013
Finance, Economics

Connor Murray Connor Murray Fairfield, Connecticut Details
Connor Murray's Merrill Lynch Experience May 2015 - Present
Job Financial Planning Analyst
Industry Financial Services
Experience
Merrill Lynch   May 2015 - Present
Merrill Lynch   September 2014 - May 2015
Gold and Diamonds Etc.   May 2013 - September 2014
Anthem Builders   June 2011 - September 2012
Bragas Landscaping   May 2012 - August 2012

Skills
Financial Planning, Wealth Management, Investments, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, Corporate Finance, Economics, Financial Modeling, PowerPoint, Bloomberg, Finance, Pixlr, Valuation

Education
Fairfield University   2011 — 2015
Bachelor of Science (BS), Finance, General and Economics, 3.25

National University of Ireland at Galway   2013 — 2013
Study Abroad Semester, Economics

St. John's Preparatory School   2007 — 2011
High School Diploma, 3.7

Heather Lonchar Heather Lonchar Titusville, New Jersey Details
Heather Lonchar's Merrill Lynch Experience May 2014 - August 2014
Job Graduate Student at Fairfield University
Industry Financial Services
Experience
Merrill Lynch   May 2014 - August 2014
Northwestern Mutual  2013 - January 2014
Relay For Life  September 2012 - January 2014
Trenton Iron & Metal Corporation   2010 - 2013

Skills
Microsoft Excel, Microsoft Word, Bloomberg, TNCC, Time Management, Social Media, Communication Skills, Financial Modeling, Financial Accounting, Marketing, PowerPoint, Teamwork, Finance, Leadership

Education
Fairfield University   2011 — 2015
Bachelor's degree, Accounting and Finance

Thomas J. Fanning, Jr. Thomas J. Fanning, Jr. Greater New York City Area Details
Thomas J. Fanning, Jr.'s Merrill Lynch Experience June 2009 - August 2009
Job Vice President, Estate & Business Planning at Heritage Strategies, LLC
Industry Financial Services
Experience
Heritage Strategies, LLC  September 2011 - Present
UBS  December 2010 - September 2011
UBS  September 2009 - December 2009
Merrill Lynch   June 2009 - August 2009

Skills
Estate Planning, Trusts, Business Planning, Life Insurance, Financial Analysis, Investments

Education
Fairfield University   2006 — 2010
B.S. in Finance, Minor in Economics

Chaminade H.S.   2001 — 2005

George Cerwinski George Cerwinski Greater New York City Area Details
George Cerwinski's Merrill Lynch Experience July 2014 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2014 - Present
Merrill Lynch   June 2013 - August 2013
Morgan Stanley  July 2010 - July 2012
Merrill Lynch   July 2008 - July 2010

Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Hedge Funds, Bloomberg Terminal, Securities, Valuation, Capital Markets, Derivatives, Wealth Management, Series 7

Education
The University of Connecticut School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance

Fairfield University   2004 — 2008
Bachelor's degree, Economics

Michael Riley, AAMS Michael Riley, AAMS Greater New York City Area Details
Michael Riley, AAMS's Merrill Lynch Experience August 2006 - March 2009
Job Managing Sales Director at MetLife Solutions Group
Industry Financial Services
Experience
MetLife  March 2009 - Present
Merrill Lynch   August 2006 - March 2009
A.G. Edwards   March 2005 - July 2006
Ameriprise Financial Services, Inc.   April 2005 - May 2005
Morgan Stanley  February 2003 - April 2003

Skills
Financial Planning, Estate Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Securities, Financial Services, Employee Benefits, Finance, Small Business, Leadership, Management, FINRA, Succession Planning, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Training, Mutual Funds, Long-term Care

Education
Fairfield University   2001 — 2005
BS, Mgmt & Finance

Mountain Lakes High School   2001 — 2005
High School/Secondary Diplomas and Certificates

Michael Graf Michael Graf Greater New York City Area Details
Michael Graf's Merrill Lynch Experience February 1995 - February 2007
Job On to the next challenge
Industry Financial Services
Experience
Barclays Capital  August 2012 - January 2014
Barclays Bank  2007 - August 2012
Merrill Lynch   February 1995 - February 2007
Lehman Brothers  October 1988 - January 1995
Lehman Brothers  1985 - 1987
Arthur Young  1981 - 1984
United States Navy  1978 - 1980

Skills
Fixed Income, Options, Hedge Funds, Financial Markets, Investment Banking, Securities, Risk Management, Structured Finance, Market Risk, Investments, Trading, Interest Rate..., Valuation, Capital Markets, Interest Rate Swaps, Credit Derivatives, Management, CDS, Portfolio Management, Cross-functional Team..., FX Swaps, Commercial Paper, Futures Trading, US Treasuries, Sovereign Debt, Government Agencies, Trading Systems, Derivatives

Education
Fairfield University   1976 — 1981
BS, Biology

Krista Sigurjonsson Krista Sigurjonsson Greater New York City Area Details
Krista Sigurjonsson's Merrill Lynch Experience Account ExecutiveConnecticut Business SystemsMay 2004 - October 2006
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Account ExecutiveConnecticut Business SystemsMay 2004 - October 2006

Skills
Marketing, Sales, Events Coordination, Salesforce.com, Business Development, Cold Calling, Event Planning, Wealth Management, Microsoft Word, Strategic Planning, Customer Service, Financial Services, Business Analysis, Microsoft Excel, Research, Business Strategy, B2B, Investments, Team Leadership, Retail, Relationship Management, Entrepreneurship

Education
NY Real Estate Institute   2015 — 2015
Real Estate

Fairfield University
Bachelor of Science (BS), Marketing

Mahopac High School

Matt Cricco Matt Cricco Portsmouth, New Hampshire Details
Matt Cricco's Merrill Lynch Experience April 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   April 2015 - Present
American Moving & Storage Association  June 2013 - February 2014

Skills
Trucking, Logistics, Budgets, Transportation, Strategic Planning, Program Management, Customer Service, Public Speaking, Leadership, Finance, PowerPoint

Education
Fairfield University   2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government

Kimball Union Academy   2003 — 2007

Jessica McGrinder Jessica McGrinder Greater New York City Area Details
Jessica McGrinder's Merrill Lynch Experience June 2009 - August 2009
Job Balance Sheet & Cash Flow Analyst at Sikorsky Aircraft
Industry Financial Services
Experience
Sikorsky Aircraft  September 2015 - Present
Sikorsky Aircraft  August 2013 - September 2015
United Technologies  July 2011 - August 2013
Sikorsky Aircraft  January 2010 - July 2011
Merrill Lynch   June 2009 - August 2009

Skills
Excel, PowerPoint, Access, Outlook, Microsoft Office, SAP, Word, Process Improvement, Finance, Project Planning, Auditing, Program Management, Financial Modeling, Forecasting, Accounting, Hyperion Enterprise, Financial Accounting, Leadership, Corporate Finance, Microsoft Excel, Analysis, Financial Reporting, Data Analysis, Visio, Microsoft Word, Financial Analysis, JD Edwards, HFM, Budgets, Hyperion HFM, Variance Analysis, Sarbanes-Oxley Act, Internal Controls, Consolidation, Business Process..., Account Reconciliation, Hyperion Planning, Teamwork, Operations Management, Team Leadership, Pivot Tables, Spanish

Education
The University of Connecticut School of Business   2014 — 2016
Dual degree: MBA / MS Business Analytics & Project Management, Finance Concentration

Fairfield University   2007 — 2011
Undergraduate, Finance and Business Management

Yonkers High School   2003 — 2007

Sean Jasiukiewicz Sean Jasiukiewicz New York, New York Details
Sean Jasiukiewicz's Merrill Lynch Experience December 2009 - June 2010
Job Assistant Vice President at Markit EDM Implementation Consultant
Industry Financial Services
Experience
Markit  March 2015 - Present
International Fund Services (NA) LLC, A State Street Company   August 2013 - March 2015
International Fund Services (NA) LLC, A State Street Company   March 2011 - August 2013
BNY Mellon  August 2010 - March 2011
Merrill Lynch   December 2009 - June 2010

Skills
Markit EDM, Fixed Income, Equities, Bloomberg Terminal, Hedge Funds, SQL, Financial Analysis, Investments, Finance, Mutual Funds, Securities, Derivatives, Alternative Investments, Bonds, Swaps, Options, Futures, Microsoft Excel, Vlookup, Macro, TestTrack, SWIFT messaging, Factoring, MBS, Testing, UAT coordination, Data Reconciliation, Middle Office, Bloomberg, security master, UAT, Data Analysis, Data Management, Microsoft SQL Server

Education
Fairfield University   2006 — 2010
Bachelors of Science, Finance

Fairfield University   2006 — 2010
Bachelor of Science (BS), Management

Australia Catholic UniversityBrisbane   2008 — 2009

Saint Joseph's Preparatory School   2002 — 2006

Jillian Wollman Jillian Wollman East Berlin, Connecticut Details
Jillian Wollman's Merrill Lynch Experience June 2014 - May 2015
Job Sales and Marketing Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors  June 2015 - Present
Merrill Lynch   June 2014 - May 2015
Fairfield University  September 2011 - May 2015
Fairfield University  February 2013 - January 2015
Bridgeport Sound Tigers/New York Islanders   June 2013 - September 2013
City of Middletown  June 2012 - September 2012
City of Middletown  June 2011 - September 2011

Skills
Microsoft Excel, Multitasking Skills, Microsoft Word, Team Leadership, Social Media, Organization, Personal Responsibility, PowerPoint, Database queries in..., Layered image editing, user interface design..., web design, Microsoft Office

Education
Fairfield University   2011 — 2015

Mercy High School   2007 — 2011
High School Diploma or GED

Tyler Juchno Tyler Juchno Greater New York City Area Details
Tyler Juchno's Merrill Lynch Experience June 2014 - August 2014
Job Recent Graduate
Industry Financial Services
Experience
Merrill Lynch   June 2014 - August 2014
Vector Marketing  June 2013 - September 2013
Dr. Christopher Juchno DMD   May 2011 - August 2013

Skills
Microsoft Excel, Public Speaking, Teamwork, Microsoft Office, Social Media, Sales, Finance, Team Leadership, PowerPoint, Social Networking, Time Management, Marketing, Team Cohesion, Volunteering

Education
Fairfield University   2011 — 2015
Bachelor’s Degree, Finance, Overall GPA: 3.2, Major GPA: 3.5

Paige Manacek Paige Manacek Greater Boston Area Details
Paige Manacek's Merrill Lynch Experience February 2012 - May 2012
Job Political & Sports Account Planner at Comcast Spotlight
Industry Marketing and Advertising
Experience
Comcast Spotlight  August 2015 - Present
Comcast Spotlight  January 2014 - Present
AsSeenOnPC   January 2013 - May 2013
INTENSITY Fitness Tennis (USTA & Academy) Dance   September 2012 - November 2012
Tennis  June 2007 - August 2012
Merrill Lynch   February 2012 - May 2012
Copper Valley Swim and Tennis Club   May 2008 - August 2011

Education
Fairfield University   2009 — 2013
Bachelor of Science (B.S.)

Florence University of the Arts   2011 — 2011

Regina Watson Regina Watson Denver, Colorado Details
Regina Watson's Merrill Lynch Experience September 1997 - September 1998
Job at TIAACREF
Industry Legal Services
Experience
TIAA-CREF Financial Services  April 2015 - Present
Watson Capital Management, Inc.   February 2014 - Present
T. Rowe Price  September 1997 - February 2014
Merrill Lynch   September 1997 - September 1998
Groom Law Group  June 1996 - August 1997
T. Rowe Price  June 1992 - June 1996
UMWA Health and Retirement Funds  July 1990 - June 1992
U.S. Department of Labor   July 1987 - July 1990
U.S. Department of Justice   1983 - 1983

Skills
Financial Services, Mutual Funds, Securities, Legal Writing, Legal Research, Corporate Law, Investments, Mergers & Acquisitions, Corporate Governance, Employment Law, Litigation, Commercial Litigation, Due Diligence, Civil Litigation, FINRA, Financial Regulation, Risk Management, ERISA

Education
The George Washington University Law School   1984 — 1987
Doctor of Law (JD), Law

University of Oxford   1985 — 1985
Program on International Law

Fairfield University
BA, Political Science - Concentration, Economics

Samuel Snow Samuel Snow New York, New York Details
Samuel Snow's Merrill Lynch Experience August 2013 - December 2013
Job Player at Florida Launch
Industry Financial Services
Experience
Florida Launch  April 2015 - Present
J.P. Morgan   September 2014 - Present
BNY Mellon  December 2013 - September 2014
Denver Outlaws  May 2013 - August 2014
Merrill Lynch   August 2013 - December 2013
Fairfield University  August 2009 - May 2013
Envestnet, Inc  May 2012 - August 2012

Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Mutual Funds, Finance, Time Management, Investments

Education
Fairfield University   2009 — 2013
Bachelor's degree, Accounting and Finance

Elizabeth Maccarone Elizabeth Maccarone Greater New York City Area Details
Elizabeth Maccarone's Merrill Lynch Experience April 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2012 - Present
Vision Financial Markets LLC  June 2011 - April 2012
Vision Financial Markets LLC  April 2010 - June 2011

Skills
Series 3, Series 7, Series 66, Bloomberg, Equities, FINRA, Finance, Alternative Investments

Education
Fairfield University   2007 — 2011
Bachelor of Science (B.S.), Finance & Marketing

Smita Balakrishna Smita Balakrishna East Hartford, Connecticut Details
Smita Balakrishna's Merrill Lynch Experience 2005 - 2005
Job Financial Planning Specialist at United Technologies Corporation Pratt & Whitney
Industry Aviation & Aerospace
Experience
Pratt & Whitney  April 2013 - Present
Pratt & Whitney - Commercial Engines Campaigns Finance   April 2011 - April 2013
Pratt & Whitney - Next Gen Product Family Programs   February 2009 - March 2011
Pratt & Whitney - GP7000 - Engine Alliance Program   August 2008 - January 2009
United Technologies  July 2006 - August 2008
Merrill Lynch   2005 - 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, SAP, Financial Analysis, Strategic Financial..., Variance Analysis

Education
The University of Connecticut School of Business   2009 — 2011
Master of Business Administration (M.B.A.), Finance and International Business

Fairfield University   2002 — 2006
Bachelor of Science (B.S.), Finance and Accounting

Robert P. Pizzella Robert P. Pizzella Greenwich, Connecticut Details
Robert P. Pizzella's Merrill Lynch Experience February 1998 - Present
Job Managing Director | Market Executive Leader for Sales, Investments & Trust Teams
Industry Financial Services
Experience
US Trust  November 2013 - Present
Merrill Lynch   February 1998 - Present
PaineWebber  August 1990 - February 1998

Skills
Hedge Funds, Fixed Income, Equities, Asset Management, Capital Markets, Investments, Portfolio Management, Trading, Asset Allocation, Investment Management, Equity Trading, Wealth Management, ETFs, Financial Advisory, Mutual Funds, Private Banking, Series 7

Education
Fairfield University
Bachelor of Science (B.S.), Finance

Fordham University
Master of Business Administration (M.B.A.), Finance

Harvard University
Psychology and the Art of Influence Seminar Class

Iona Grammar and Preparatory School

Massachusetts Institute of Technology
Certificate of Studies in Business Strategy & Innovation

Tommasa Aiello Tommasa Aiello Greater New York City Area Details
Tommasa Aiello's Merrill Lynch Experience January 2011 - May 2011
Job Senior Account Executive at Engine Shop
Industry Marketing and Advertising
Experience
Engine Shop  September 2015 - Present
Engine Shop Agency  April 2014 - September 2015
Engine Shop Agency  January 2013 - March 2014
Sage Collective / GMR Marketing   January 2012 - December 2012
Merrill Lynch   January 2011 - May 2011
Melissa Odabash Designs   May 2010 - August 2010
Fondazione Teatro del Maggio Musicale Fiorentino   January 2010 - May 2010
White House Black Market  May 2009 - August 2009

Skills
Integrated Marketing, Event Planning, Marketing Strategy, Brand Awareness, Event Management, Strategic Planning, Staff Management, Sports Marketing, Advertising, Microsoft Office, Sponsorship Activation, Client Services, Communication, Leadership, Customer Relations, Negotiation, Social Media Marketing

Education
Fairfield University   2007 — 2011
Bachelor of Science (B.S.), Marketing and International Business

Florence University of the Arts   2010 — 2010
Study Abroad Program

Glen Ridge High School   2003 — 2007
High School Diploma

Dennis Schaney Dennis Schaney New Canaan, Connecticut Details
Dennis Schaney's Merrill Lynch Experience 1989 - 1998
Job Member Board of Directors at GriffinBenefit Street Partners BDC Corp.
Industry Investment Management
Experience
Griffin-Benefit Street Partners BDC Corp.   December 2014 - Present
None  2011 - Present
Morgan Stanley Investment Management  2008 - 2010
Credit Suisse  2003 - 2007
BlackRock  1998 - 2003
Merrill Lynch   1989 - 1998

Skills
Leveraged Finance

Education
Fairfield University   1985 — 1995
Master of Science (MS), Finance and Financial Management Services

University of Bridgeport   1976 — 1980
Bachelor of Science (BS), Psychology

Shelton High School   1971 — 1975

Stefan Toi Stefan Toi Greater New York City Area Details
Stefan Toi's Merrill Lynch Experience June 2011 - August 2011
Job Broker at Aon
Industry Insurance
Experience
Aon  July 2012 - Present
Merrill Lynch   June 2011 - August 2011
Newtown Parks & Recreation   May 2005 - September 2010

Skills
Financial Analysis, Insurance, Financial Modeling, Investments, Bloomberg, Risk Management, Microsoft Excel, PowerPoint, Strategic Financial..., Microsoft Office, Microsoft Word, Data Analysis, Leadership, Marketing, Customer Service

Education
Fairfield University   2008 — 2012
BS, Finance

Newtown High School   2004 — 2008

John Stebbins John Stebbins Greater New York City Area Details
John Stebbins's Merrill Lynch Experience September 2004 - May 2005
Job Client Finance Manager at Huge
Industry Marketing and Advertising
Experience
Huge  January 2014 - Present
Razorfish  April 2012 - January 2014
Razorfish  August 2010 - April 2012
Northrop Grumman Corporation  July 2005 - August 2010
Merrill Lynch   September 2004 - May 2005

Education
Fordham University - Graduate School of Business Administration   2007 — 2010
MBA, Competitive Strategy

Fairfield University   2001 — 2005
BS, Marketing, Management

Matthew LaMura Matthew LaMura Shrewsbury, New Jersey Details
Matthew LaMura's Merrill Lynch Experience December 2013 - Present
Job Managed Account Advisors (MAA) Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2013 - Present
UBS  January 2013 - May 2013
AXA Advisors  June 2012 - August 2012
Gateway National Park at Sandy Hook   May 2009 - August 2012
Niki International   June 2009 - August 2009

Skills
Microsoft Office, Bloomberg Terminal

Education
Fairfield University   2009 — 2013
Bachelor of Arts (B.A.), International Business

Christian Brothers Academy   2005 — 2009

Kevin Sheerin Kevin Sheerin Greater New York City Area Details
Kevin Sheerin's Merrill Lynch Experience 1982 - 2009
Job VP Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  February 2009 - Present
Merrill Lynch   1982 - 2009

Education
Fairfield University   1971 — 1975
BA, History, Biology

Jordan Brodsky Jordan Brodsky New York, New York Details
Jordan Brodsky's Merrill Lynch Experience September 2009 - December 2009
Job Analyst at Reval
Industry Financial Services
Experience
Reval  May 2015 - Present
Vastardis Capital Services  September 2012 - May 2015
Blue Bell Private Wealth Management  October 2011 - September 2012
Bespoke Investment Group   September 2010 - December 2010
Sun National Bank  May 2009 - August 2010
Merrill Lynch   September 2009 - December 2009

Skills
Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Bloomberg, Equities, Accounting, Hedge Funds, Bloomberg Terminal, Investments, Derivatives, Capital Markets

Education
Fairfield University   2007 — 2011
Bachelor of Science, Finance, Accounting

Florence University of the Arts

Richard Piccirillo Richard Piccirillo Greater New York City Area Details
Richard Piccirillo's Merrill Lynch Experience September 2008 - December 2008
Job Bridgwater Associates Strategic Project Management
Industry Financial Services
Experience
Bridgewater Associates  January 2015 - Present
Bridgewater Associates  June 2013 - January 2015
Bridgewater Associates  December 2010 - June 2013
GE Capital  June 2010 - August 2010
Merrill Lynch   September 2008 - December 2008

Skills
Bloomberg, Hedge Funds, Financial Modeling, Budget Process, Operating Budgets, Capital Budgeting, Department Budgeting, Budget Forecasts, Business Process..., Business Planning, Financial Reporting, Financial Analysis, Strategic Financial...

Education
Fairfield University   2006 — 2010
BS, Finance and Information Systems

Paul Puglia Paul Puglia Greater New York City Area Details
Paul Puglia's Merrill Lynch Experience November 1996 - January 2009
Job Vice President/ Programmer , Equity Linked Technology Bank of America
Industry Financial Services
Experience
Bank of America  June 2013 - Present
Bank of America  January 2009 - Present
Merrill Lynch   November 1996 - January 2009
EJV Partners LLP   1994 - 1996
Buffalo Partners LP   June 1993 - August 1994
EJV Partners  November 1992 - June 1993
Columbia University  January 1989 - November 1992
Fairfield University  June 1988 - December 1988

Skills
R programming, Performance Analysis, Linux System..., Packet Analysis, Linux Internals, Solaris, Perl, Mathematica, Python, Unix Shell Scripting, HP Mercury Loadrunner, Shunra Virtual Network..., OPNET, TCL & TK, Microsoft Visual Studio, Eclipse, C, C++, Java, MQ Series, Oracle, Sybase, MySQL DBA, SAS, SPSS, VMware Infrastructure, VMware, Virtualization, TeamQuest, Capacity Planning

Education
Stony Brook University   1986 — 1988
MS, Applied Mathematics & Statistics

Fairfield University   1981 — 1986
BS, Mathematics

Tyler Birrittella Tyler Birrittella Greater New York City Area Details
Tyler Birrittella's Merrill Lynch Experience January 2008 - April 2008
Job at William Raveis Legends Realty Group
Industry Real Estate
Experience
William Raveis Legends Realty Group  April 2009 - September 2013
AXA Equitable  July 2008 - December 2008
Merrill Lynch   January 2008 - April 2008
Charity Buzz   September 2007 - December 2007

Education
Fairfield University   2004 — 2008
BS, Finance, Marketing

Sleepy Hollow High School

Karen Migliori Karen Migliori Stamford, Connecticut Details
Karen Migliori's Merrill Lynch Experience June 2009 - August 2009
Job Product Manager
Industry Internet
Experience
Affinion Group  October 2013 - Present
Affinion Group  March 2011 - September 2013
Frontier Communications  May 2010 - May 2011
Active Endpoints  June 2009 - May 2010
Product Ventures Marketing Firm   September 2009 - January 2010
Merrill Lynch   June 2009 - August 2009

Skills
Advertising, Market Research, Marketing Research, Marketing, Public Relations, Customer Service, Web Analytics, Competitive Analysis, Strategy, Digital Marketing

Education
Fairfield University   2006 — 2010
Bachelor of Science, Marketing

Florence University of the Arts   2008 — 2008
Marketing, Marketing

Joseph Skoff Joseph Skoff New York, New York Details
Joseph Skoff's Merrill Lynch Experience July 2007 - March 2014
Job Managing Director, Institutional Equity Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc.  May 2015 - Present
ISI Group  April 2014 - May 2015
Merrill Lynch   July 2007 - March 2014

Skills
Equity Research, Equity Capital Markets, Equity Valuation, Sales, Building Relationships, Relationship Management, Trading, Equities, Investments, Mutual Funds, Investment Strategies

Education
Fairfield University   2004 — 2008
Bachelor of Science (B.S.), Financial Mathematics

Samantha Gentile Samantha Gentile Greater New York City Area Details
Samantha Gentile's Merrill Lynch Experience September 2008 - May 2009
Job Assistant Vice President at Starwood Mortgage Capital
Industry Real Estate
Experience
Starwood Mortgage Capital   December 2012 - Present
Studley, Inc. (Headquarters)   July 2010 - December 2012
Studley, Inc. (Headquarters)   June 2009 - August 2009
Merrill Lynch   September 2008 - May 2009
Bank of NY Mellon  June 2008 - August 2008

Skills
PowerPoint, Valuation, Real Estate Economics, Real Estate, Financial Analysis, Microsoft Excel, Investments, Asset Management, Due Diligence, Disposition, Financial Modeling

Education
Fairfield University   2006 — 2010

Our Lady of Mercy Academy   2002 — 2006
High School

Paul Zimny Paul Zimny Greater New York City Area Details
Paul Zimny's Merrill Lynch Experience 1989 - 2007
Job Financial Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch  December 2014 - Present
TIAA-CREF  2011 - 2014
Morgan Stanley Smith Barney  December 2007 - February 2011
Merrill Lynch   1989 - 2007

Skills
Investments, Treasury, Portfolio Management, Hedge Funds, Fixed Income, Wealth Management, Financial Services, Series 7, Finance, Financial Markets, Trading, Securities, Financial Planning, Financial Advisory

Education
Fairfield University   1985 — 1989
BA, Economics

Don Decker, CFA Don Decker, CFA Greater New York City Area Details
Don Decker, CFA's Merrill Lynch Experience October 2009 - October 2012
Job Branch Analyst at UBS
Industry Financial Services
Experience
UBS  October 2012 - Present
Merrill Lynch   October 2009 - October 2012
SPA ETFs Inc   September 2007 - October 2008
Prudential Equity Group  September 2006 - August 2007
Prudential Securities  July 1999 - September 2006
Morgan Stanley  January 1998 - July 1999
Dean Witter Reynolds  September 1995 - January 1998

Education
Fairfield University   1990 — 1994
BA, Economics and History

Chaminade High School   1986 — 1990

Jennifer Zieba Jennifer Zieba Greater New York City Area Details
Jennifer Zieba's Merrill Lynch Experience January 2008 - May 2008
Job Merchandise Planner at J.Crew
Industry Marketing and Advertising
Experience
J.Crew  May 2014 - Present
J.Crew  July 2013 - April 2014
Ketchum Public Relations  May 2013 - July 2013
Ketchum Public Relations  April 2010 - April 2013
Smith Barney  September 2008 - December 2008
Merrill Lynch   January 2008 - May 2008
Communications Technology Services   June 2007 - August 2007

Skills
Financial Markets

Education
Fairfield University   2005 — 2009
Bachelor of Science, Marketing and Finance

Florence University of the Arts

Susan Kaslander Susan Kaslander Greater New York City Area Details
Susan Kaslander's Merrill Lynch Experience April 2005 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   April 2005 - Present
Fleet Credit Card Services (Bank of America)   2000 - 2004
Fleet Credit Card Services  1998 - 2000
Advanta Corporation  1995 - 1998
The Gillespie Organization   1993 - 1995
Oxford Communications  1991 - 1992

Education
Fairfield University   1997 — 2001
BA

Notre Dame High School

Kelly Lenahan Kelly Lenahan Princeton, New Jersey Details
Kelly Lenahan's Merrill Lynch Experience 2003 - 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  January 2013 - Present
BlackRock  December 2003 - Present
Merrill Lynch   2003 - 2006

Skills
Fixed Income, Equities, Mutual Funds, Derivatives, Bloomberg, Financial Services, Portfolio Management, Asset Management, Series 7, Business Analysis, Securities, Investments, Hedge Funds, Trading Systems, Risk Management, Capital Markets, Financial Markets

Education
Rider University   2005 — 2007
Master of Business Administration (MBA), Finance, General

Fairfield University   1999 — 2003
Bachelor of Arts (B.A.), Finance, General

Rob Gillin Rob Gillin Greater New York City Area Details
Rob Gillin's Merrill Lynch Experience 2000 - 2003
Job Business Owner at The Supply House
Industry Financial Services
Experience
Core4   January 2011 - Present
The Supply House   November 2013 - Present
Pete's Park Place Tavern   August 2010 - Present
Saltwater Grill  June 2008 - May 2015
Hold Brothers  November 2009 - September 2010
Meridian Equity Partners  September 2006 - November 2009
Merrill Lynch   2000 - 2003
Donaldson, Lufkin & Jenrette   1995 - 2000
Quick & Reilly Inc   1993 - 1995

Education
Fairfield University   1988 — 1992

Iona Prep

Dixon Downey Dixon Downey Greater New York City Area Details
Dixon Downey's Merrill Lynch Experience February 1997 - June 2006
Job Financial Advisor at B.T. Bowler & Associates
Industry Financial Services
Experience
B.T. Bowler & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   September 2012 - Present
Edward Jones  February 2012 - September 2012
TD Ameritrade  March 2010 - April 2011
Euro Pacific Capital  March 2008 - March 2010
Merrill Lynch   February 1997 - June 2006

Education
Fairfield University   1991 — 1996
B.A., English/ Economics

The Gunnery   1989 — 1990

Darien High School   1986 — 1989

Declan Gaul, CAIA Declan Gaul, CAIA Greater New York City Area Details
Declan Gaul, CAIA's Merrill Lynch Experience June 2004 - October 2013
Job Director at Alkeon Capital Management
Industry Financial Services
Experience
Alkeon Capital Management  December 2013 - Present
Merrill Lynch   June 2004 - October 2013

Skills
Series 63, Mutual Funds, Series 7, Fixed Income, Equities, Alternative Investments, Uniform Combined State..., Hedge Funds, Asset Allocation, Securities, Wealth Management, ETFs, Bloomberg, Asset Management, FINRA, Series 65, Investment Advisory, Series 24, Separately Managed..., Investment Strategies, Options, Bonds, Derivatives, Structured Products, Wealth Management..., Retirement Planning, Portfolio Management, Trading Systems, Electronic Trading, Investment Management, Equity Trading, Fund Of Funds

Education
Fairfield University   2000 — 2004

Christian Brothers Academy   1996 — 2000

Doug Ranno Doug Ranno Orlando, Florida Area Details
Doug Ranno's Merrill Lynch Experience 1996 - 1998
Job .
Industry Pharmaceuticals
Experience
UCB  2002 - 2009
Access Securities  1999 - 2002
Merrill Lynch   1996 - 1998

Education
Fairfield University   1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General

Ellida McMillan Ellida McMillan Greater New York City Area Details
Ellida McMillan's Merrill Lynch Experience August 1994 - September 1997
Job CAO at Alcentra Capital Corporation
Industry Accounting
Experience
Alcentra Capital Corporation   November 2013 - Present
Tatum, a Randstad company  2011 - 2013
Hedge Funds Care  May 2006 - September 2007
KBC Financial Products  July 2000 - April 2004
Bear Stearns  September 1997 - July 2000
Merrill Lynch   August 1994 - September 1997
Arthur Andersen & Co.   September 1989 - August 1994

Skills
Accounting, Auditing, Fixed Income, Derivatives, Venture Capital, Due Diligence, Financial Reporting, Financial Analysis, Nonprofits, Internal Controls, Hedge Funds, Financial Services, Finance, Equities, Capital Markets, Asset Management, Corporate Finance, Investments, Mergers, Management

Education
Fairfield University   1985 — 1989

Michele Carr Michele Carr New York, New York Details
Michele Carr's Merrill Lynch Experience July 1994 - July 1997
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase  February 2011 - Present
Bear Stearns & Co. Inc   2007 - March 2009
JP Morgan  1997 - 2007
JPMorgan Chase  1997 - 2007
JPMorganChase Bank  1997 - 2007
Merrill Lynch   July 1994 - July 1997

Skills
Derivatives, Equity Derivatives, Fixed Income, Hedge Funds, ISDA, Management, Leadership, Middle Office, Alternative Investments, Bloomberg, Capital Markets, Credit Derivatives, Electronic Trading, Equities, FX Options, Finance, Financial Services, Interest Rate..., Investment Banking, Marketing, Operational Risk, Options, Prime Brokerage, Project Management, Securities, Series 63, Software Documentation, Structured Products, Swaps, Training

Education
Fairfield University   1991 — 1994
BS, Finance

Stephanie Blain Stephanie Blain Greater Boston Area Details
Stephanie Blain's Merrill Lynch Experience September 2006 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2006 - Present

Education
Fairfield University   2002 — 2003
MBA, Finance

Fairfield University   1998 — 2002
BS, Finance, Accounting

Rich Ciccarello Rich Ciccarello Greater New York City Area Details
Rich Ciccarello's Merrill Lynch Experience May 1983 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 1983 - Present

Skills
Wealth Management, Series 7, Hedge Funds, Risk Management, Team Building, Investments, Microsoft Office, Equities, Derivatives, Fixed Income, Alternative Investments, Due Diligence, Series 63, Series 3, Series 8

Education
St. John's University, The Peter J. Tobin College of Business   1989 — 1992
MBA, Marketing

Fairfield University   1979 — 1983
B.S., Finance

Michael Eschmann Michael Eschmann Greater New York City Area Details
Michael Eschmann's Merrill Lynch Experience July 1999 - August 2006
Job Managing Director, ETF Capital Markets & Institutional Sales
Industry Financial Services
Experience
Direxion Investments  July 2006 - Present
Merrill Lynch   July 1999 - August 2006

Education
Fairfield University   1995 — 1999
BS, Finance

Chaminade High School   1991 — 1995

Stephanie Maltz Stephanie Maltz Greater New York City Area Details
Stephanie Maltz's Merrill Lynch Experience 1994 - 1997
Job Equity Research Analyst
Industry Banking
Experience
Rivel Research Group  September 2015 - Present
Bristol Investment Partners, LLC   2014 - 2015
Federal Reserve Bank of New York  2011 - 2013
The Dreyfus Corporation  1997 - 2002
Merrill Lynch   1994 - 1997
McDonald Securities   1992 - 1994
Lieber & Company - The Evergreen Funds   1986 - 1992

Skills
Thrifts, Asset Managment, Equity Research, Credit, Banking, Financial Services, Finance, Series 7, Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Portfolio Management, Securities, Financial Modeling, Investments, Financial Analysis, Fixed Income, Bloomberg, Credit Analysis, Bloomberg Terminal, Asset Management, Capital Markets, Derivatives, Bonds, Investment Banking, Mutual Funds, Valuation

Education
University of New Haven   1982 — 1986
MBA, Finance

Fairfield University   1977 — 1981
B.S., Finance

Nicholas Calcanes Nicholas Calcanes Greater New York City Area Details
Nicholas Calcanes's Merrill Lynch Experience May 2002 - June 2006
Job Vice President Investment Banking Financial Planning & Analysis at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  October 2011 - Present
Bank of America Merrill Lynch  July 2007 - October 2011
Merrill Lynch Capital  2006 - 2007
Merrill Lynch   May 2002 - June 2006

Education
Fairfield University   1998 — 2002
BS, Finance

Ryan Yanaro Ryan Yanaro Boston, Massachusetts Details
Ryan Yanaro's Merrill Lynch Experience September 2013 - June 2014
Job Finance and Operations Manager at Green Century Capital Management
Industry Financial Services
Experience
Green Century Capital Management  June 2014 - Present
Merrill Lynch   September 2013 - June 2014
Vanguard  May 2012 - August 2012
State Street  2007 - July 2011
Investors Bank & Trust  2005 - 2007

Skills
Bloomberg, Financial Modeling, Fund Accounting, Mutual Funds, Equities, Fixed Income, Financial Analysis, Securities, Corporate Finance, Hedge Funds

Education
Georgetown University - The McDonough School of Business   2011 — 2013
MBA

Fairfield University
BA, Economics

Marissa (Hidalgo) Babula Marissa (Hidalgo) Babula Greater New York City Area Details
Marissa (Hidalgo) Babula's Merrill Lynch Experience December 2007 - September 2009
Job Retirement Services Implementation Manager
Industry Financial Services
Experience
ADP  August 2012 - Present
ADP  August 2012 - Present
UBS  August 2011 - May 2012
Merrill Lynch   December 2007 - September 2009
First Investors Inc   May 2007 - November 2007
Comprehensive Communications Group   June 2006 - August 2006
Market Segments Inc. (Partners in Group Travel)   June 2006 - August 2006

Skills
Middle Office, Settlement, Collateral Management, Back Office, Securities, Credit, Banking, Investment Banking, DTC, Sales, Series 63, Series 6, Retirement Plan..., Mutual Funds, Management, Hedge Funds, Financial Analysis, Microsoft Office, Fixed Income, Insurance, Customer Service, Portfolio Management

Education
UMass Lowell   2013 — 2016
Master of Business Administration (MBA), Finance, General

Fairfield University   2003 — 2007
Bachelors, Communication, Marketing

Montville Township High School   1999 — 2003

Robert Ollwerther Robert Ollwerther Greater New York City Area Details
Robert Ollwerther's Merrill Lynch Experience 2005 - 2008
Job Managing Director TPG Special Situations Partners
Industry Financial Services
Experience
TPG Capital  June 2013 - Present
Avenue Capital Group  April 2008 - December 2012
Merrill Lynch   2005 - 2008
Merrill Lynch   2004 - 2005
Merrill Lynch   2001 - 2003
Merrill Lynch   1999 - 2001
Merrill Lynch   1998 - 1999
Merrill Lynch   1994 - 1998
Merrill Lynch   1992 - 1994
Merrill Lynch   1989 - 1992

Skills
Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Managment, Finance, Investments, Corporate Finance, Derivatives, Capital Markets, Series 7, Asset Management, Portfolio Management, Fixed Income, Due Diligence, Investment Banking, Mergers & Acquisitions, Equity Derivatives, Risk Management, Valuation, Credit Derivatives, Fund Of Funds, Bloomberg, Securities, Bonds

Education
New York University - Leonard N. Stern School of Business   1989 — 1991
MBA

Fairfield University   1974 — 1978
B.S., Accounting

Jenene Karamon Jenene Karamon Jacksonville, Florida Area Details
Jenene Karamon's Merrill Lynch Experience November 1983 - March 2000
Job Program Management Office Manager at Citigroup
Industry Banking
Experience
Citigroup  August 2010 - Present
Citi  July 2008 - August 2010
Merrill Lynch   November 1983 - March 2000

Skills
Risk Management, Business Analysis, Financial Services, SDLC, PMO, Banking, Program Management, Change Management, Process Improvement, Project Management, Vendor Management, Business Process..., Governance, PMP, IT Strategy, Outsourcing, Software Project...

Education
NYU Stern School of Business   1986 — 1990
Master of Business Administration (MBA), Management Information Systems, General

Fairfield University   1973 — 1975
Master's degree, Communication, General

Jason Haynes Jason Haynes Greater New York City Area Details
Jason Haynes's Merrill Lynch Experience January 2008 - May 2008
Job IBM Smart Cloud Analyst at IBM
Industry Computer Software
Experience
Accenture  June 2015 - Present
IBM  October 2013 - August 2014
IBM  July 2012 - October 2013
IBM  January 2011 - July 2012
IBM  January 2010 - January 2011
IBM  August 2008 - January 2010
Merrill Lynch   January 2008 - May 2008
Sonus Networks  November 2006 - January 2008

Skills
Budgeting, Forecasting, Planning, VBA, Modeling, Excel, Hyperion, Analysis, Microsoft Office, Essbase, Financial Analysis, Strategic Planning, PowerPoint, Word, TM1, Corporate FP&A, Financial Reporting, Budgets, Internal Controls, Microsoft Excel, Hyperion Enterprise, Project Planning, Accounts Payable, Microsoft Word, Account Reconciliation, Variance Analysis, Revenue Recognition, Consolidation, GAAP, Financial Modeling, Accounting, P&L, Leadership, Strategic Financial..., Sarbanes-Oxley Act

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Fairfield University   2004 — 2008
B.S., Finance/Accounting

Ted Murphy Ted Murphy Greater New York City Area Details
Ted Murphy's Merrill Lynch Experience 2006 - June 2009
Job Barclays SVP Product Control Finance Transformation
Industry Financial Services
Experience
Barclays  October 2013 - Present
Deutsche Bank  January 2010 - November 2012
Merrill Lynch   2006 - June 2009
Merrill Lynch   1998 - 2006

Skills
Credit, Prime Brokerage, Broker Dealer, Derivatives, Equities, Finance, Product Control, Partner, Substantiation, Attribution, Operations, Accounting, Reporting, Audit, Regulatory, COO, Collaborative, Validation, Initiate, Liaison, Focused, Profitability, Manager, CFO, Hedge Funds, Risk, Treasury, Team Oriented, Reengineering, Efficiencies, Analysis, Funding, Metrics, IPV, Disclosures, Expenses, Volcker, VaR, Dodd-Frank, FPA, Consolidation, Investment Banking, Management, Capital Markets, Risk Management, Fixed Income, Financial Risk, FINRA

Education
Fairfield University   1984 — 1988
BS, Management

Scott Francis Scott Francis Greater New York City Area Details
Scott Francis's Merrill Lynch Experience July 2008 - October 2009
Job Interior Designer, Senior Project Manager
Industry Financial Services
Experience
AREA interior design   January 2013 - Present
Morgan Stanley  May 2012 - January 2013
Bank of America  January 2010 - May 2012
Bank of America  October 2009 - January 2010
Merrill Lynch   July 2008 - October 2009

Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, IPS, Asset Managment, Valuation, Financial Analysis, Fixed Income, Risk Management, Finance, Equities, Relationship Management, Portfolio Management, Options, Hedge Funds, Alternative Investments, Analysis, Emerging Markets, Asset Management

Education
Fairfield University   2004 — 2008
Bachelors, Marketing, Finance

University of Florence   2006 — 2006
International Business, Marketing

Thomas FitzSimons Thomas FitzSimons Greater New York City Area Details
Thomas FitzSimons's Merrill Lynch Experience January 2002 - January 2009
Job Director Fixed Income Sales at UBS
Industry Financial Services
Experience
UBS Wealth Management  January 2010 - Present
Merrill Lynch   January 2002 - January 2009
Merrill Lynch   January 2000 - January 2002
Merrill Lynch   January 1997 - January 2000
Merrill Lynch   1992 - 1997

Education
Fairfield University   1979 — 1983
BS, Business Management

Kristin Garbarino Kristin Garbarino Greater New York City Area Details
Kristin Garbarino's Merrill Lynch Experience June 2008 - August 2008
Job AVP, Strategy Execution Lead II at U.S. Trust
Industry Banking
Experience
U.S. Trust   December 2013 - Present
Bank of America  June 2011 - Present
Bank of America  June 2009 - June 2011
Birinyi Associates  September 2008 - April 2009
Merrill Lynch   June 2008 - August 2008
Merrill Lynch   January 2008 - April 2008

Education
Fairfield University   2005 — 2009
Bachelors of Science, Accounting and Finance

Matthew Dimmling Matthew Dimmling Greater New York City Area Details
Matthew Dimmling's Merrill Lynch Experience September 2009 - January 2010
Job Whole Loan Trading Analyst at Barclays
Industry Financial Services
Experience
Barclays  September 2014 - Present
Cantor Fitzgerald  July 2013 - August 2014
Cantor Fitzgerald  August 2012 - July 2013
CMA Vision   March 2011 - July 2011
Merrill Lynch   September 2009 - January 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Oracle E-Business Suite, Bloomberg Terminal, Capital Markets, Bloomberg, Trading

Education
Fairfield University   2006 — 2010

Florence University of the Arts

Gregory Mathis Gregory Mathis Greater New York City Area Details
Gregory Mathis's Merrill Lynch Experience 2002 - 2008
Job Senior Managing Director at Ally Commercial Finance
Industry Financial Services
Experience
Ally Commercial Finance LLC   November 2010 - Present
MERRILL LYNCH   2002 - 2008
Fleet Securities  1997 - 2002

Skills
Capital Markets, Structured Finance, Leveraged Finance, Asset Based Lending, Financial Structuring, Credit Analysis, Credit, Risk Management, Loan Origination, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Investment Banking, Loans, Structured Products, Financial Modeling, Private Equity, Due Diligence, Commercial Lending, Valuation, Restructuring, Credit Risk, Fixed Income

Education
Fairfield University   1977 — 1981
BS, Finance

Vanessa Merenda Vanessa Merenda Greater New York City Area Details
Vanessa Merenda's Merrill Lynch Experience June 2008 - August 2008
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   November 2013 - Present
Bank of America  June 2011 - November 2013
Bank of America  June 2009 - June 2011
Merrill Lynch   June 2008 - August 2008
Citibank Smith Barney   June 2007 - August 2007

Skills
Finance, Portfolio Management, Managerial Finance, Equities, Bloomberg, Asset Management, Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Valuation

Education
Fairfield University   2005 — 2009
Bachelor of Science, Finance and Information Systems

Florence University of the Arts   2007 — 2007

The Ursuline School   2001 — 2005

Peter Postiglione Peter Postiglione Greater New York City Area Details
Peter Postiglione's Merrill Lynch Experience November 2007 - November 2008
Job Trade Management at WCG
Industry Financial Services
Experience
WCG  November 2008 - Present
Merrill Lynch   November 2007 - November 2008
Keltic Financial Services  October 2006 - November 2007

Skills
Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Alternative Investments, Options, Financial Markets, Portfolio Management, Financial Modeling

Education
Fairfield University   2003 — 2006
BS, Finance

Harrison High School

Matthew LaCasse Matthew LaCasse Greater New York City Area Details
Matthew LaCasse's Merrill Lynch Experience January 2011 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2011 - Present
LeadDog Marketing Group  October 2006 - January 2011

Education
University of Richmond   2004 — 2006
BS, Business Administration, Marketing

Fairfield University   2002 — 2003

Matthew Sanderson Matthew Sanderson Greater New York City Area Details
Matthew Sanderson's Merrill Lynch Experience June 2007 - July 2010
Job Finance
Industry Banking
Experience
Ally Financial Inc.  August 2011 - Present
Commerzbank AG  July 2010 - August 2011
Merrill Lynch   June 2007 - July 2010
Standard & Poor's   September 2001 - June 2007

Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Bonds, Financial Analysis, Valuation, Financial Modeling, Product Control, High Yield, Corporate Finance, Treasury, Derivatives, Financial Reporting, Due Diligence, Hedge Funds, Loans, Finance, Portfolio Management, Structured Finance, Investment Banking

Education
Fairfield University   1997 — 2001
BS, Finance/Info Tech double major

Joshua Orchant Joshua Orchant Greater New York City Area Details
Joshua Orchant's Merrill Lynch Experience January 2010 - May 2010
Job Sales Manager Digital & Programmatic
Industry Publishing
Experience
WideOrbit  December 2013 - Present
The Wall Street Journal  September 2012 - December 2013
The Wall Street Journal  November 2011 - September 2012
The Wall Street Journal  June 2010 - November 2011
Merrill Lynch   January 2010 - May 2010
Undertone Networks  June 2009 - August 2009
WKP Spier   May 2008 - August 2008

Skills
DoubleClick, Media Planning, Digital Media, Advertising, comScore, Digital Strategy, Salesforce.com, Online Advertising, Omniture, Social Media, Digital Marketing, New Media

Education
Fairfield University   2006 — 2010
Marketing, Communications

Christine Walsh Christine Walsh Greater New York City Area Details
Christine Walsh's Merrill Lynch Experience 2002 - July 2006
Job Managing Director and Municipal Markets Counsel at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2006 - Present
Merrill Lynch   2002 - July 2006
Merrill Lynch   2001 - 2002
Merrill Lynch   1998 - 2001
Merrill Lynch   1989 - 1998
Willkie Farr & Gallagher LLP  September 1986 - December 1989

Skills
Capital Markets, Securities Regulation, Equities, Corporate Finance, Municipal Law, Regulatory Affairs, Dodd-Frank, Corporate Law, Fixed Income, FINRA, Municipal Bonds, Securities, Investment Banking, Due Diligence, Securities Offerings

Education
Fairfield University
Bachelor of Arts (B.A.), Economics

Fordham University School of Law
Doctor of Law (J.D.)

Joseph Flanagan Joseph Flanagan Greater New York City Area Details
Joseph Flanagan's Merrill Lynch Experience September 2007 - December 2007
Job Hedge Fund Analyst
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   November 2013 - Present
AllianceBernstein  May 2013 - November 2013
AllianceBernstein  July 2012 - November 2013
Morgan Stanley Smith Barney  September 2009 - June 2012
Lerch, Vinci and Higgins, LLP   May 2008 - September 2008
Merrill Lynch   September 2007 - December 2007

Skills
Portfolio Management, Equities, Trading, P&L Analysis, Accounting, Balance Sheet Review, Bloomberg, SQL, Excel, Sell Side, Buy-side, Institutional Investors, Asset Management, Strategic and Tactical..., Mutual Funds, Separately Managed..., ETFs, Joint Ventures, Conversions, Private Client, Tax Harvesting, Teamwork, Investment Advisory, Series 7, Series 63

Education
Fairfield University   2005 — 2009
B.S., Finance

Bergen Catholic High School   2001 — 2005

Megan Dwyer Megan Dwyer Greater New York City Area Details
Megan Dwyer's Merrill Lynch Experience January 2011 - May 2011
Job Marketing Specialist at E*TRADE Financial Corporation
Industry Marketing and Advertising
Experience
E*TRADE Financial Corporation  June 2015 - Present
Time Warner Cable  October 2013 - June 2015
GroupM  August 2013 - October 2013
OMD Worldwide  August 2012 - August 2013
OMD Worldwide  September 2011 - August 2012
Merrill Lynch   January 2011 - May 2011
The Gramercy House, LLC   September 2009 - December 2009

Skills
Marketing, PowerPoint, DoubleClick, Management, Lead Generation, Advertising, Social Media Marketing

Education
Fairfield University   2007 — 2011
Bachelor of Science

Fairfield University   2007 — 2011
Bachelor of Science, International Business

University of International Business and Economics   2010 — 2010
Chinese

Meghan Driscoll Meghan Driscoll Boston, Massachusetts Details
Meghan Driscoll's Merrill Lynch Experience June 2007 - March 2010
Job Senior Risk Associate at Old Mutual Asset Management
Industry Investment Management
Experience
Old Mutual Asset Management  March 2010 - Present
Merrill Lynch   June 2007 - March 2010

Skills
CAIA Level II Candidate, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, FactSet

Education
Fairfield University   2003 — 2007
Bachelor of Science (BS), Marketing

Jennifer Rebai Jennifer Rebai Baltimore, Maryland Area Details
Jennifer Rebai's Merrill Lynch Experience February 2008 - April 2010
Job Senior Manager Equity Product Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2014 - Present
Morgan Stanley  February 2012 - January 2014
Morgan Stanley  April 2010 - February 2012
Merrill Lynch   February 2008 - April 2010
Merrill Lynch   July 2007 - February 2008
Taylor Investment Advisors, LP   June 2006 - August 2006

Education
Fairfield University   2003 — 2007
BS, Finance

Jennifer Merinder Jennifer Merinder Boston, Massachusetts Details
Jennifer Merinder's Merrill Lynch Experience January 2010 - May 2010
Job Audit & Enterprise Risk Services at Deloitte
Industry Accounting
Experience
Deloitte  September 2012 - Present
Price Financial   September 2010 - May 2011
New York Life Insurance Company  June 2010 - December 2010
Merrill Lynch   January 2010 - May 2010

Skills
Accounting, Financial Planning, Financial Analysis, Microsoft Office, SPSS, Bloomberg, Eviews, Athletic Training, Childcare, Team Leadership, Time Management, Auditing, Strategic Financial..., Mutual Funds, Investments

Education
Northeastern University Graduate School of Professional Accounting   2011 — 2012
Double Masters, Accounting and Business Administration

Fairfield University   2009 — 2011
Bachelor of Science, Finance

Union College   2006 — 2008
Bachelor of Science, Economics/Mathematics

robert russin robert russin New York, New York Details
robert russin's Merrill Lynch Experience January 2001 - October 2004
Job Director Head of Secondary Marketing at Urban Financial of America, LLC
Industry Financial Services
Experience
Urban Financial of America, LLC  March 2014 - Present
KCG Holdings, Inc.   July 2013 - February 2014
KCG Holdings, Inc.   May 2012 - June 2013
Barclays Capital  January 2010 - May 2012
Barclays Capital  October 2004 - December 2009
Merrill Lynch   January 2001 - October 2004
Merrill Lynch   December 1998 - December 2000
Merrill Lynch   May 1998 - November 1998
Merrill Lynch   July 1992 - May 1998
Merrill Lynch   June 1987 - June 1992

Education
Fairfield University   1983 — 1987
Bachelor of Science (BS), Accounting

Maryann Watt Maryann Watt Essex Fells, New Jersey Details
Maryann Watt's Merrill Lynch Experience 1983 - 1994
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  April 1994 - Present
The Watt Corporation   1992 - 2012
Merrill Lynch   1983 - 1994

Education
NYU Stern School of Business   1991 — 1993
MBA, Finance

Fairfield University
BS, Accounting

Scott Bowen, CFA Scott Bowen, CFA Greenwich, Connecticut Details
Scott Bowen, CFA's Merrill Lynch Experience 2004 - 2009
Job Investment Specialist, JP Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase  2012 - Present
Ticonderoga Securities LLC  2009 - 2011
Soleil Securities  2009 - 2011
Merrill Lynch   2004 - 2009
Merrill Lynch   2001 - 2004

Skills
Series 7, Series 63, Bloomberg, Equities, Hedge Funds, Series 24, Securities, Capital Markets, Trading, Equity Research, Equity Trading, Alternative Investments, Fixed Income, Investments, Electronic Trading

Education
Fairfield University   1997 — 2001
Bachelor's degree, Finance, General

David Baehr David Baehr New York, New York Details
David Baehr's Merrill Lynch Experience February 2008 - January 2010
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  February 2010 - Present
Merrill Lynch   February 2008 - January 2010
Merrill Lynch   January 2005 - February 2008
Merrill Lynch   July 2004 - December 2004

Skills
Electronic Trading, Equity Trading, Series 7, Series 24, Series 55, Series 66, Bloomberg, Securities, Wealth Management, Trading Systems

Education
Fordham University - Graduate School of Business Administration   2008 — 2012
Master of Business Administration (MBA), Finance, Marketing

Fairfield University   2000 — 2004
Bachelor of Science (B.S.), Finance

Tara Gardner Tara Gardner New York, New York Details
Tara Gardner's Merrill Lynch Experience March 2001 - December 2002
Job Executive Assistant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management  December 2013 - Present
Lincoln Financial Group  2002 - 2013
Merrill Lynch   March 2001 - December 2002
Merrill Lynch   June 2000 - March 2001

Skills
Strategic Financial..., Administrative..., Mutual Funds, Financial Services, Insurance, Retirement Planning, Series 7, Retirement, Investments, Series 63, Life Insurance, Fixed Annuities

Education
Fairfield University   1992 — 1996
Bachelor of Science (BS), Marketing

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