Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
UBS Financial Services February 2009 - Present
Merrill Lynch 1982 - 2009
Education
Fairfield University 1971 — 1975
BA, History, Biology
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch September 2006 - Present
Education
Fairfield University 2002 — 2003
MBA, Finance
Fairfield University 1998 — 2002
BS, Finance, Accounting
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
Direxion Investments July 2006 - Present
Merrill Lynch July 1999 - August 2006
Education
Fairfield University 1995 — 1999
BS, Finance
Chaminade High School 1991 — 1995
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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