Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Fueled Insights, LLC December 2014 - Present
Wyndham Worldwide June 2000 - December 2014
Merrill Lynch October 1991 - June 2000
Skills
Market Research, Customer Insight, Segmentation, Marketing Strategy, Analytics, Qualitative Research, Marketing Research, Business Planning, Strategy, Competitive Analysis, Direct Marketing, Marketing, Web Analytics, Business Strategy, Cross-functional Team..., Sales Management, Online Advertising, Leadership, Brand Management, Pricing, E-commerce, Training, Product Marketing, Brand Equity, Product Management, Marketing Management, Consumer Behaviour, Product Development, Quantitative Research, CRM, SEM, Online Marketing, Brand Architecture, Data Analysis, Budgets, Competitive Intelligence, Mobile Marketing, Start-ups, Digital Marketing, Lead Generation, Recruiting, Business Development, B2B, Integrated Marketing, Marketing Communications, Sales, Brand Development, Market Analysis, Advertising Research, Strategic Planning
Education
Fairleigh Dickinson University 2007 — 2008
MBA
Montclair State University 1987 — 1991
BA, Political Science, Public Administration
Credit Suisse September 2014 - Present
BNY Mellon September 2013 - September 2014
Bank of Tokyo-Mitsubishi UFJ December 2012 - July 2013
Bank of America, Merrill Lynch June 2011 - February 2012
Bank of America, Merrill Lynch June 2010 - May 2011
Bank of America, Merrill Lynch January 2009 - May 2010
Merrill Lynch October 2002 - December 2008
Deutsche Bank May 1995 - October 2002
CIBC October 1993 - May 1995
Citibank N.A. April 1987 - October 1993
Skills
FX Operations, FX Options, Back Office, Settlement, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Visio, Hands-on Problem Solver, Account Reconciliation, FX Prime Brokerage, FX Middle Office, Broadridge Proactive, Wall Street, Superior Client Service, Foreign Exchange, Operational Risk, Client Services, Trading, Hedge Funds, Financial Risk
Education
Fairleigh Dickinson University 1981 — 1985
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1976 — 1980
BA, Botany
Hudson Catholic High School 1973 — 1976
Teaneck Rotary Club September 2015 - Present
KING RICHARD AUTO NETWORK August 2012 - Present
National Baptist Convention USA, Inc. 1995 - Present
Successful Thinkers Network September 2014 - February 2015
Quest Diagnostics, Labcorp, Enzo BioChem January 1986 - July 2012
Xerox July 1976 - February 1980
Merrill Lynch July 1972 - June 1976
Procter & Gamble February 1970 - June 1972
Skills
Dodge, Nissan, Ferrari, Mercedes, Honda, Community Outreach, Vehicles, Automobile, Facebook, Marketing, Leadership, Networking, Finance, Social Media, Strategy, Advertising, Team Building, Credit, Business Networking, Real Estate, Customer Retention, Loans, CRM, Automotive, Banking, Customer Satisfaction, Investments, Funding, Sales, Marketing Strategy, Fundraising, Coaching, Selling, Training, Small Business, Business Planning, Strategic Planning, Management, Public Speaking, Online Marketing, Sales Management, Social Networking, Nonprofits, Entrepreneurship, Program Management, New Business Development, Public Relations, Sales Operations, Customer Service, Event Planning
Education
North Carolina Central University 1966 — 1968
Business/Managerial Economics
Fairleigh Dickinson University
The Besen Group September 2013 - Present
SANTANDER INVESTMENT SECURITIES September 2012 - September 2013
Fidelity Investments 2010 - September 2012
Merrill Lynch 2008 - 2010
Wachovia Securities Financial Network 2002 - 2008
Paine Webber 1998 - 1999
Skills
English, Research, Strategic Planning, Budgets, Investments, Portfolio Management, Finance, Financial Planning, Mutual Funds, Business Planning, Management, Training, Bonds, Investment Management, Hedge Funds, Retirement, Fixed Annuities, Small Business, Life Insurance, Asset Management, Investment Properties, Real Estate, Real Estate Transactions, Referrals, Strategic Financial...
Education
Fairleigh Dickinson University
Certified Financial Planner Program
Western Maryland College
Business Finance
Merrill Lynch March 2015 - Present
Dream Dinners March 2013 - Present
Metro Diner July 2009 - February 2013
Magos Chiropractic June 2009 - August 2010
Tommy Hilfiger October 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership, Culinary Skills, Organization, Management, Sales, Marketing Strategy
Education
Fairleigh Dickinson 2010 — 2014
Bachelors Degree, Business Management
Fairleigh Dickinson University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Catavolt, Inc. July 2015 - Present
Catavolt, Inc. January 2014 - June 2015
Catavolt, Inc. January 2013 - December 2013
Catavolt, Inc. June 2012 - December 2012
BCM, Inc. July 2011 - December 2011
BCM, Inc. June 2009 - June 2011
BackChannelMedia, Inc. March 2008 - May 2009
BackChannelMedia, Inc. April 2007 - February 2008
CSTechnology, Inc. November 2005 - March 2007
Merrill Lynch November 2005 - March 2007
Skills
Business Development, Direct Marketing, Email Marketing, Strategy, Enterprise Software, Marketing Communications, Lead Generation, Marketing Strategy, Market Research, Time Management, Leadership, Business Analysis, Business Strategy, Management, Content Management, Content Strategy, Social Media Marketing, Social Media Advertising, Mobile Devices, SaaS, Cloud Computing, Project Management, Demand Generation
Education
Fairleigh Dickinson University 2000 — 2004
BS
Raymond James Associates April 2013 - Present
Citigroup/Smith Barney January 1990 - April 2013
Dean Witter April 1984 - January 1990
Merrill Lynch June 1981 - April 1984
Skills
Investments, Series 7, Investment Advisory, Wealth Management, Series 63, Financial Advisory, Retirement Planning, Retirement, 401k, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Asset Allocation, Asset Management
Education
Fairleigh Dickinson University 1978 — 1981
Bachelor's degree, Business Management
Merrill Lynch March 1986 - Present
Skills
Series 7, Estate Planning, Series 63, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Retirement Planning, Wealth Management, Bonds, Equities, Asset Management, Hedge Funds, Investment Advisory, Investment Management, Investments, Portfolio Management, Retirement, Strategic Financial..., Uniform Combined State..., ETFs, FINRA, Wealth Management...
Education
Michigan State University 1968 — 1971
BSCE, Engineering
Fairleigh Dickinson University
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Whiterock Financial, LLC October 2010 - Present
NEXT Financial Group February 2008 - September 2010
Merrill Lynch January 2005 - January 2008
Merck June 2000 - December 2004
Skills
401k Rollovers, Retirement Planning, Insurance Solutions, ETFs, Tax Strategies, Financial Planning, Investments, Investment Advisory, Insurance, Asset Allocation, 401k, Mutual Funds, Asset Management, Portfolio Management, Retirement, Wealth Management, Disability Insurance, Annuities, Strategic Financial..., Tax, Employee Benefits, Financial Advisory, Small Business, Investment Strategies, Wealth, Finance, Investment Management, IRAs, Alternative Investments, Financial Services, Financial Planners, Estate Planning, Fixed Annuities, Series 7, Series 63, Securities, FINRA, Life Insurance, Wealth Management..., High Net Worth..., Personal Finance
Education
State University of New York at Buffalo - School of Management 2002 — 2005
MBA, Business Administration
Fairleigh Dickinson University 1998 — 2000
Bachelor of Science, Business Management
Raritan Valley Community College 1996 — 1998
AAS, International Business Management
Samsung Electronics America October 2013 - Present
Samsung Electronics America July 2010 - September 2013
Samsung Electronics America December 2008 - October 2010
Samsung Electronics America December 2007 - December 2008
Samsung Electronics America July 2006 - December 2007
Merrill Lynch October 2005 - July 2006
UBS June 2005 - September 2005
Skills
Brand Image Management, Business Presentations, Strategic Account..., Customer Service..., Performance Metrics..., Contract..., High-Performance Team..., Business..., Process/Productivity..., Program Leadership, Time/Resource Management, Information Management, Management, Account Management, Brand Management, Contractual Agreements, Leadership, Team Management, Performance Metrics, Sales, Multi-channel Marketing, Project Planning, High Performance Teams, Program Management, Process Improvement, Product Management, B2B, Six Sigma, Training, Customer Service, Sales Management, Strategy, Customer Satisfaction, Employee Training, SaaS, Product Development, Cross-functional Team..., Analysis, Selling
Education
Rutgers University-New Brunswick 2003 — 2006
Economics, BA in Economics and Minor in Psychology
Fairleigh Dickinson University 2002 — 2003
Bachelor's degree, Business Management
Wear the Cape September 2013 - Present
kidkind foundation September 2013 - Present
LAeRRICO & partners 2007 - Present
Schering-Plough Pharmaceuticals October 2003 - June 2007
Schering Plough 2002 - 2007
Pharmacia Corporation 1999 - 2002
Merrill Lynch 1996 - 1999
Comcast Corporation 1994 - 1996
Lucent Technologies 1992 - 1994
Skills
Talent Management, Organizational..., Executive Coaching, Succession Planning, Leadership, Human Resources, Performance Management, Organizational..., Organizational Design, Personnel Management, Employee Engagement, Workforce Planning, Onboarding, Management, 360 Feedback, Culture Change, Talent Acquisition, Management Development, MBTI, Executive Development, Career Development, Deferred Compensation, Emotional Intelligence, Leadership Development
Education
Georgetown University 2007 — 2007
Executive & Leadership Coaching, Human Resources
Fairleigh Dickinson University 1996 — 1998
MA, Organizational Behavior Psychology
Fairleigh Dickinson University 1992 — 1995
MA, Corporate & Organizational Communications
Salve Regina University 1988 — 1992
PIMCO June 2014 - Present
PIMCO January 2014 - January 2015
PIMCO September 2010 - January 2014
Merrill Lynch June 2006 - September 2010
UBS May 2001 - June 2006
Skills
Wealth Management, Sales, Fixed Income, Investment Strategies, Asset Allocation, Investments, Finance, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Advisory, Securities
Education
Ramapo College of NJ 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Fairleigh Dickinson University
Morgan Stanley April 2014 - Present
Moody's Investors Service January 2011 - April 2014
Moody's Investors Service December 2009 - January 2011
Moody's Investors Service July 2008 - December 2009
Citi September 2007 - May 2008
Merrill Lynch June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Editing, Financial Analysis, Leveraged Finance, Financial Modeling, Credit Analysis, Presentations, Holistic Life Coaching, Investments
Education
Fairleigh Dickinson University 2009 — 2011
Master of Business Administration (MBA), International Business
Fairleigh Dickinson University 2004 — 2008
Bachelor's degree, Finance, General
Curtis High School 2000 — 2004
Just Call Pam, LLC August 2009 - Present
Computershare January 2001 - August 2009
Merrill Lynch October 1995 - January 2001
Dean Witter June 1993 - October 1995
Prudential Insurance 1987 - 1992
Skills
Risk Management, Strategic Planning, Relationship Management, Business Analysis, Financial Services, Securities, Team Management, Business Process..., Training, Equities, Retirement Planning, Management, Investments, Financial Analysis, Customer Retention, Strategic Financial..., Finance, Coaching, Banking, 401k, Sales, Customer Service, Mergers & Acquisitions, Strategy, Analysis, Performance Management, Mergers, Business Development, Marketing, Financial Modeling, Customer Satisfaction, Financial Reporting, Leadership, Microsoft Excel, Business Strategy, Auditing, Project Management, Team Leadership, Change Management, Telecommunications, Managerial Finance, Insurance, Executive Management, Forecasting, Due Diligence, Investor Relations, Asset Management, Accounting, Business Planning, Mutual Funds
Education
Fairleigh Dickinson University 1978 — 1982
BS, Accounting
Blue Cross Blue Shield of Michigan April 2012 - Present
Johnson Controls October 2011 - March 2012
Merrill Lynch October 2010 - September 2011
Skills
User Acceptance Testing, Quality Center, SDLC, Quality Assurance, Test Planning, Test Management, System Testing, Testing, Software Quality..., Requirements Analysis, Regression Testing, Process Improvement, Test Cases, Visio, QTP, Requirements Gathering, Business Analysis, Test Automation, Agile Methodologies, Manual Testing
Education
Fairleigh Dickinson University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Management Information System (MIS)
Gujarat University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Our Lady of Guadalupe Gift of Life Center June 2013 - Present
Traditional Values Advisory Committee December 2008 - December 2012
Melanie Peters and Associates August 2007 - December 2008
Corte Bella by Del Webb January 2003 - July 2004
Sunterra Resorts May 2002 - October 2002
Grand Timber Lodge December 2001 - May 2002
Merrill Lynch June 2000 - November 2001
Sunterra Resorts September 1999 - June 2000
Coldwell Banker Real Estate September 1993 - May 1995
AT&T May 1978 - September 1985
Skills
Online Advertising, Marketing, Digital Marketing, Marketing Strategy, Strategic Planning, Social Media Marketing, Sales, Public Relations, Social Networking, Strategy, Market Research, CRM, New Business Development, Social Media, Start-ups, Leadership, Public Speaking
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
Advanced Professioal Certificate, Marketing
Fairleigh Dickinson University 1975 — 1976
MBA, Marketing, 3.75
University of Dayton 1972 — 1974
BA, Psychology, 3.897
Merrill Lynch August 1997 - Present
Skills
Portfolio Management, Equities, Financial Services, Fixed Income, Investments, Series 7, Wealth Management, Financial Modeling, Financial Planning
Education
Fairleigh Dickinson University 1975 — 1979
bs, marketing
Freedom Capital Management January 2010 - Present
Merrill Lynch January 2002 - January 2010
Education
Fairleigh Dickinson University 1974 — 1978
Bachelor of Science, Marketing & Finance
Jeffrey Saad Associates January 1991 - Present
East West Network 1985 - 1991
Plant Shed/Plantastic 1978 - 1981
Merrill Lynch 1970 - 1978
Education
Fairleigh Dickinson University 1966 — 1970
B.A.
US Army 1963 — 1966
University of Illinois at Urbana-Champaign 1963 — 1963
B.A.
Bank of America August 1990 - Present
Merrill Lynch December 2008 - March 2013
Merrill Lynch June 1995 - December 2008
Merrill Lynch August 1990 - June 1995
Skills
Project Management, Product Development, Vendor Management, Business Analysis, Product Management, Process Improvement, Cross-functional Team...
Education
Fairleigh Dickinson University
Bachelor of Science, Marketing
MetLife November 2014 - Present
MetLife July 2013 - October 2014
Wells Fargo December 2012 - June 2013
Lincoln Financial Group August 2010 - December 2012
Merrill Lynch September 2009 - July 2010
Merrill Lynch December 2008 - September 2009
Smith Barney March 2007 - November 2008
Smith Barney July 2005 - March 2007
Laidlaw & Company June 2004 - July 2005
All-Time Coffee Systems January 2003 - June 2004
Skills
Banking, Loans, Credit, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Refinance, Asset Allocation, Securities, Insurance, Financial Services, Retail Banking, Fixed Income, Equities, Series 63, Financial Advisory, Retirement
Education
Saint Mary's University 2000 — 2002
Marketing, Business Commerce
Fairleigh Dickinson University 1998 — 1999
Undergrad Electives
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2004 - November 2012
Morgan Stanley March 2001 - October 2004
Skills
Strategic Financial..., Retirement Planning, Series 7, Finance, Risk Management, Portfolio Management, Financial Services, Series 63, Investments, Financial Analysis, Wealth Management, Asset Allocation, Insurance, Mutual Funds, Financial Modeling, Asset Management, Retirement, Securities, Strategy, Financial Planning, Strategic Planning, 401k
Education
Fairleigh Dickinson University 2004 — 2006
CFP
Nyack College 1996 — 2000
Merrill Lynch June 2011 - February 2015
Self Employed January 2009 - December 2010
3M Communications 2007 - 2008
Sony Electronics 2004 - 2006
Lucent Technologies 1997 - 2003
AT&T 1990 - 1996
Skills
Sales, Mergers & Acquisitions, Enterprise Software, Sales Management, Telecommunications, Investments, Financial Services, Strategic Planning, Salesforce.com, Business Development, Start-ups
Education
Seton Hall University
MBA, Finance, 3.9 GPA
Fairleigh Dickinson University
BSEE, Electrical Engineering, 3.7 GPA
Veros Credit 2015 - Present
Westlake Financial Services October 2011 - March 2015
The Knot February 2011 - September 2011
Thomson Reuters June 2008 - December 2010
Thomson Reuters June 2008 - October 2008
Latina Magazine 2007 - 2008
Bear Stearns Asset Management September 2006 - April 2007
Merrill Lynch June 2000 - August 2000
Skills
Project Management, SAP SRM, SAP, Analysis, Budgets, Finance, Time Management, Accounts Payable, Sales, Banking, Process Scheduler, Portfolio Management, CRM, Purchasing, Vendor Management, Business Analysis, Process Improvement, Cross-functional Team..., Microsoft Office, Negotiation, Business Intelligence, Customer Service, Trading, Operations Management, B2B, Training, Forecasting, Software Documentation, Business Process, Teamwork, Risk Management, Call Centers, Customer Satisfaction, Team Building, Team Management, Business Development, Strategy, Financial Analysis, SEO, Access, Recruiting, Data Analysis, Financial Services, Analytics, Relationship Management, Customer Retention, Business Strategy, Competitive Analysis, New Business Development, Business Planning
Education
New York Institute of Finance 2001 — 2001
Globe Institute of Technology 1999 — 2001
B.A, Banking and Finance with Computer Applications
Fairleigh Dickinson University 1998 — 1999
Computer Engineering, 3.9
White Cloud Mountain, LLC January 2014 - Present
Merrill Lynch 2002 - 2006
Hold Brothers 1998 - 2002
Skills
Investments, Equities, Series 7, Mutual Funds, Risk Management, Investment Management, Retirement Planning, Financial Services, Financial Advisory, Trading, Insurance, Team Building, Finance, Fixed Annuities, Estate Planning, Series 63, Small Business, Hedge Funds, Alternative Investments, Employee Benefits, Life Insurance, Strategy, Asset Management, Portfolio Management, Fixed Income, Strategic Financial..., Asset Allocation, Retirement, Business Development, Uniform Combined State..., Wealth Management, Hedging, ETFs, Investment Strategies, Financial Planning
Education
Fairleigh Dickinson University 1985 — 1989
Montville High School
TD Ameritrade October 2007 - Present
Merrill Lynch January 2007 - June 2007
Ann Taylor Stores Corporation August 2004 - January 2007
American Express TRS February 1996 - August 2004
Skills
Cross-functional Team..., Leadership, E-commerce, CRM, Strategy, Segmentation, Integrated Marketing, Marketing, Loyalty Marketing, Strategic Partnerships, Management, Product Development, Program Management, Marketing Strategy, Retail, Financial Services, Credit Cards, Analytics
Education
Fairleigh Dickinson University 1992 — 1995
BS, Marketing
DePaul High School
DePaul High School
DePaul High School
DePaul High School
DePaul High School
Neumann Prep High School
6 Degrees Consulting, L.L.C. October 2008 - Present
TD Bank May 2006 - October 2008
AIG/VALIC 2004 - 2006
Greenwich Estate Management, Inc. 2001 - 2003
DebtTraders, Inc. 2000 - 2001
Lehman Brothers 1997 - 2000
Merrill Lynch January 1987 - August 1997
Skills
Wealth Management, Fixed Income, Marketing Strategy, Investments, Investment Strategies, Sales Process, Alternative Investments, Asset Allocation, Financial Services, Asset Managment, Business Development, Strategy, Asset Management, ETFs, Series 7, Bonds, Mutual Funds, Derivatives, Capital Markets, Retirement
Education
Fordham Gabelli School of Business 1993 — 1996
Fairleigh Dickinson University
Greenwich High School
J&C Picache - IGWT (DBA-ComForcare Senior Services) November 2008 - Present
ComForcare Senior Services 2008 - 2011
Goldman Sachs January 1986 - May 2008
Morgan Stanley July 1983 - December 1985
Merrill Lynch April 1982 - June 1983
Education
Fairleigh Dickinson University 1978 — 1982
Sussex County Community College August 2014 - Present
Amanda Donner Photography 2007 - Present
Sussex County Community College September 2007 - August 2014
Sussex County Community College 2008 - 2011
Sussex County Community College 2006 - 2009
Sussex County Community College 2004 - 2008
Merrill Lynch 1999 - 2002
Pocono Medical Center 1995 - 1996
SwissRe Holding (N.A.) Ince 1989 - 1994
Quantum Chemical Corporation 1987 - 1989
Skills
Certified Financial..., Certified Employee...
Education
Fairleigh Dickinson University 1982 — 1987
Master of Business Administration (M.B.A.), Finance, 3.7
Fairleigh Dickinson University 1977 — 1981
Bachelor of Science (B.S.), Accounting, 3.5
Supervisor Employee Benefit Plans
LPL Financial April 2012 - Present
Stonebridge Financial Advisors April 2011 - April 2012
EF Hutton January 1984 - October 1987
Merrill Lynch January 1982 - January 1984
Education
The College of William and Mary 1977 — 1981
Bachelor of Arts, Economics
Fairleigh Dickinson University 2009 — 2010
Certificate in Financial Planning
Miss Porter's School 1975 — 1977
WBI August 2014 - Present
TD Ameritrade Institutional August 2013 - August 2014
BlackRock March 2010 - August 2013
BlackRock January 2008 - February 2010
Merrill Lynch January 2007 - December 2007
Skills
Direct Sales, Financial Analysis, Sales Management, ETFs, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Hedge Funds, Investments, Equities, Portfolio Management, Wealth Management, Index Funds, Training, Sales Rep Training, Capital Markets, Modern Portfolio Theory, CIMA, Certified Investment..., FINRA, Public Speaking, Relationship Management
Education
Fairleigh Dickinson University 2006 — 2008
MBA, Finance
Fairleigh Dickinson University 2001 — 2005
Bachelor's of Science, Finance / Economics
Buyer January 2015 - Present
SHI International Corp. May 2012 - Present
Merrill Lynch December 2011 - Present
AAA Mid-Atlantic May 2009 - August 2009
AAA Travel and Insurance May 2008 - August 2008
Education
Fairleigh Dickinson University 2006 — 2010
Bachelor of Science, Business
Par Pharmaceutical January 2008 - July 2013
Merrill Lynch September 2007 - January 2008
Verizon Wireless January 2007 - September 2007
Johnson & Johnson October 2006 - December 2006
L'Oréal February 2006 - October 2006
EDS Group August 2005 - January 2006
Skills
Cognos Certified, Pharmaceutical Industry, Validation, Sop, GMP, Change Control, Computer System..., FDA, GxP, LIMS, Technology Transfer, Cognos, Oracle Business..., Oracle PL/SQL..., OLAP, ETL, PL/SQL, Business Intelligence, ERP, Business Analysis, SDLC, Data Warehousing, Integration, Oracle, Process Improvement, Requirements Analysis, SQL, Software Project...
Education
Fairleigh Dickinson University 2003 — 2005
Master's degree, Electrical and Electronics Engineering
St Dommnics 1991 — 1997
Wells Fargo December 2013 - Present
Merrill Lynch May 2013 - December 2013
Georgeson November 2012 - May 2013
E*TRADE Financial October 2011 - May 2012
Advanced Health Media June 2011 - June 2011
Merrill Lynch September 2010 - December 2010
Centra-State IME September 2006 - September 2008
Skills
Financial Modeling, Budgets, Management, Investments, Fixed Income, Strategic Financial..., Financial Analysis, Portfolio Management, Investment Banking, Insurance, Financial Reporting, Mergers, Employee Benefits, Accounting, College Recruiting, Series 7, Access, Uniform Combined State..., Securities
Education
Fairleigh Dickinson University 2003 — 2010
Bachelor of Arts, Business Management
Oratory Prep
XOJET November 2013 - Present
CitationAir 2008 - 2012
Meridian Air Charter August 2007 - February 2008
Pinnacle Airlines (Northwest Airlink) March 2005 - May 2007
New Jersey Army National Guard October 1986 - October 2006
Independence Air/Atlantic Coast Airlines (United Express) July 2002 - December 2004
Lucent Technologies November 1997 - October 1998
Argo International Corporation January 1995 - October 1997
Merrill Lynch December 1988 - June 1991
Skills
Dual Rated Pilot, Master U.S. Army Aviator, Sales, Sales Management, Marketing, Marketing Strategy, Marketing Communications, Business Reengineering, Leadership, Attack Helicopter..., Mission Planning and..., Safety Management, NVG/NS Flight, Airlines, Charter Aviation, Flight Safety, Flights, Electronic Warfare, Aviation, Commercial Aviation, Helicopters, Aircraft, Flight Planning, Safety Management..., Charter, Piloting, Military, Aerial Narcotics..., Civil Aviation, Airports, Command, Flight Training, Aerospace, CFI, Crew Resource Management, ATP, Aviation Security, Aeronautics, Airport Management, General Aviation, Avionics, Airplane
Education
Fairleigh Dickinson University 1992 — 1995
Master of Business Administration (MBA), Marketing, 3.88
Rutgers University 1982 — 1987
Bachelor of Arts (BA), English Language and Literature, General
Merrill Lynch June 2015 - Present
Bank of America October 2014 - Present
Merrill Edge June 2013 - October 2014
UBS Financial Services June 2012 - August 2012
Five Below July 2011 - June 2012
Five Below July 2008 - July 2011
Skills
Management, Team Building, Corporate Finance, Microsoft Office, Reliability, Success Driven, Winning Teams, Microsoft Word, Customer Service, Sales, Retail, Series 7, Series 63, Finance, Investments, Time Management, PowerPoint, Microsoft Excel, Teamwork, Retirement Planning, Cash Management, Customer Satisfaction
Education
Fairleigh Dickinson University 2009 — 2013
Finance, Senior
Bishop George Ahr High School 2005 — 2009
UBS Wealth Management October 2013 - Present
MONOC 2011 - October 2013
Merrill Lynch July 2011 - September 2012
South Orange Performing Arts Center August 2010 - November 2010
Saint Barnabas Health Care System March 2010 - May 2010
Skills
Microsoft Excel, Analysis, Microsoft Office, Investments, Structured Products, Derivatives, Bloomberg, EMT, Fixed Income, Wealth Management, Securities, Asset Management, Equities, Finance, Microsoft Word, Public Speaking
Education
Fairleigh Dickinson University 2010 — 2013
Bachelor of Science (BS), Finance
George Mason University
JPMorgan Chase May 2014 - Present
J.P. Morgan July 2013 - May 2014
US Treasury April 2011 - July 2013
Bunge 2007 - November 2010
Credit Suisse 2005 - 2007
IBM Global Services 2002 - 2005
KPMG Consulting 1999 - 2001
Merrill Lynch 1987 - 1998
Skills
Trading, Risk Management, Derivatives, Financial Markets, Commodity, Securities, Fixed Income, Capital Markets, Finance, Economics, Financial Analysis, Strategy, Investments, Financial Risk, Financial Services, Business Analysis, Trading Systems, Bloomberg, Valuation, Equities, Mutual Funds, Portfolio Management, Financial Modeling, Emerging Markets, Investment Banking, FX Options, Options, Market Risk, Hedge Funds, Structured Finance, Corporate Finance, Analytics, Asset Management, Credit Risk, Alternative Investments, Structured Products, Private Equity, Operational Risk, Hedging, Equity Derivatives, Bonds, Banking, Treasury, Treasury Management, Enterprise Risk..., Due Diligence
Education
Fairleigh Dickinson University
B.S., Business Administration, Finance
Fordham University
Ph. D, MA
Wyndham Hotel Group August 2015 - Present
Wyndham Worldwide / RCI March 2015 - August 2015
Wyndham Worldwide / RCI April 2011 - March 2015
Wyndham Worldwide / RCI April 2009 - May 2011
Wyndham Worldwide / RCI January 2005 - April 2009
Strategic Business Insights 2000 - 2005
Merrill Lynch 1997 - 1999
Skills
Revenue Management, Data Analysis, Yield Management, Analytics, Forecasting, Pricing, Cross-functional Team..., Market Research, Segmentation, Product Management, Business Intelligence, Strategic Planning, Business Strategy, Account Management, Team Management, SAS, Marketing Strategy, Excel, P&L Management, SPSS, Strategy Development, Product Development, Financial Modeling, Analysis, Google Analytics, Data Mining, Business Analysis, Financial Analysis, Marketing Research, Web Analytics, Omniture, Statistics, Team Leadership, SEM, Management Consulting, Budgeting, PPC
Education
La Salle University 1993 — 1997
BA, Economics
La Salle University - School of Business Administration 1993 — 1997
Business Administration
Fairleigh Dickinson University
Master of Science (MS)
Bank of America October 2011 - January 2013
ReedSmith, LLP March 2010 - July 2010
Bayer March 2009 - February 2010
Bayer Corporation March 2009 - February 2010
Bloodgood, Esq May 2006 - February 2009
Coughlin Duffy LLP April 2008 - May 2008
notarizing documents May 2006 - November 2007
ReedSmith LLP January 2003 - January 2007
Merrill Lynch February 2006 - May 2006
Commerce Bank November 2004 - January 2005
Skills
Litigation, Corporate Law, Research, Real Estate, Legal Research
Education
Fairleigh Dickinson University
A.B.A, Approved Paralegal Studies
UNIVERSITY OF SOUTHERN COLORADO
MUSIC
University of Colorado, Pueblo
BS, Music
NYC Human Resources Administration, Office of Business Strategies & Solutions August 2010 - Present
H& R Block November 2009 - Present
H&R Block December 2009 - April 2010
Merrill Lynch May 2004 - July 2008
Merrill Lynch February 2001 - May 2004
Merrill Lynch June 2000 - February 2001
Merrill Lynch February 1998 - June 2000
Merrill Lynch 1997 - 1998
Education
Fairleigh Dickinson University 1991 — 1994
MBA, Corporate Finance
University of Pennsylvania 1982 — 1987
BA, Economics
BNYMellon August 2011 - Present
Argus Business Solutions March 2007 - March 2010
Deutsche Bank June 2001 - March 2005
Merrill Lynch 1989 - 2001
Education
Fairleigh Dickinson University 1991 — 1993
MBA, finance
Penn State University 1982 — 1986
BS, Finance
Project Management Consulting Group 2008 - Present
TIAA-CREF 2014 - 2015
TIAA-CREF 2014 - 2015
TIAA-CREF 2014 - 2015
Merrill Lynch 1993 - 2008
Merrill Lynch 1993 - 2008
Merrill Lynch 1993 - 2008
Prudential Financial July 1986 - August 1993
Skills
CRM, Management, Six Sigma, Financial Services, Budgets, Relationship Management, Employee Benefits, Operational Excellence, Lean Manufacturing, Customer Retention, Portfolio Management, Business Analysis, Vendor Management, Strategy, Equities, Investments, Risk Management, Financial Analysis, Asset Management, Process Improvement, Project Management
Education
Fairleigh Dickinson University 1989 — 1992
MBA, International Business
University of Scranton 1982 — 1986
BS, Marketing
Taro Pharmaceuticals September 2013 - Present
BD September 2012 - September 2013
Baxter Healthcare October 2011 - May 2012
Sandoz July 2011 - October 2011
Hennion and Walsh June 2009 - February 2010
Financial Northeastern Companies May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
President Container Inc May 2006 - August 2006
Cutco May 2006 - June 2006
Skills
Excel, PowerPoint, Word, Investments, Microsoft Excel, Microsoft Word, Microsoft Office, Corporate Finance
Education
Fairleigh Dickinson University 2010 — 2012
MBA, Pharmaceutical Management
Lehigh University 2005 — 2009
Bachelor of Science, Finance
Cincinnati Education & Research For Veterans Foundation, Inc. (CERV) May 2013 - Present
American Red Cross March 2012 - June 2013
American Red Cross June 2009 - March 2012
Miami Assets, LLC 2007 - 2009
WesBanco 2005 - 2006
Merrill Lynch 2001 - 2005
Franchise Mortgage Acceptance Company 1998 - 2001
Manhattan Bagel Company 1996 - 1998
University of Miami, Miller School of Medicine 1990 - 1996
Skills
NIMS Course Completion, Disaster Services..., Six Sigma Black belt, FEMA Emergency..., Non-profits, Healthcare, Finance, Strategic Planning, Team Building, Emergency Management, Budgets, Project Planning, Performance Management, Public Speaking, Leadership, Management, Policy, Community Outreach, Volunteer Management, Fundraising, Coaching, Government, Customer Service, Training, Operations Management, Program Management, Nonprofits, Disaster Recovery, Rescue, Disaster Response, Exercises, NIMS, Sales, Emergency Services, Preparedness, Grant Writing, EMS, Homeland Security, Community Development, Leadership Development, Grants, Proposal Writing, Analysis, Emergency Planning, Program Development, Strategy, Incident Command, Supervisory Skills, Crisis Management, Public Safety
Education
University of Miami Leonard M. Miller School of Medicine 1991 — 1996
Professional Certificate, Organ Procurement Transplant Coordinator
Broward County Medical Arts Training Center 1990 — 1992
EMT-P, Emergency Medical Technology/Technician (EMT Paramedic)
Fairleigh Dickinson University 1988 — 1990
Biology & Health Admin
US Army Academy of Health Sciences 1983 — 1984
91BB10 Combat Medic, Emergency Medical Technology/Technician
Pascack Valley 1980 — 1981
California High School
Jackson Hewitt Tax Service Inc. 2002 - Present
Merrill Lynch January 1999 - Present
Dulin, Ward and DeWald, Inc. (DWD CPAs & Advisors) 2014 - 2015
Miller CPA Group, LLC 2014 - 2014
Western & Southern Financial Group 2007 - 2008
New York City Housing Authority (NYCHA) 2001 - 2007
Merrill Lynch 1997 - 2001
Skills
Accounting, Financial Analysis, Financial Reporting, Tax, Income Tax, Financial Accounting, Tax Accounting, Cost Accounting, Auditing, Client Services, Customer Service, Bookkeeping, Sarbanes-Oxley Act, Account Reconciliation, Accounts Receivable, General Ledger, Budgets, Revenue Tracking, Invoicing, Project Management, Time Management, Leadership, Public Speaking, Collaborative Problem..., Critical Thinking, Interpersonal..., Teamwork, Research, Recordkeeping, Data Management, QuickBooks, Windows, Microsoft Office, Fixed Assets, UltraTax, File Cabinet, Peachtree, Pro System FX, Creative Solutions...
Education
Pace University
Master of Business Administration (M.B.A.), Management Science
Indiana Wesleyan University
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University
Bachelor of Arts (B.A.), English
HNTB 2013 - Present
UNIBE August 2012 - February 2013
Halcrow, a CH2M HILL Company June 2010 - July 2012
The Louis Berger Group April 2005 - June 2010
AIG December 2004 - March 2005
Northwestern Mutual June 2003 - December 2004
Merrill Lynch January 1999 - January 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Forecasting, Analysis, Microsoft Excel, Budgets, Account Reconciliation, Management, Microsoft Office, Accounts Receivable, Internal Audit, Corporate Finance, Microsoft Word, Strategic Planning, Contract Management, Auditing, Invoicing, Commercial Management, Commercial Finance, Oracle Applications, Financial Modeling, Process Improvement, Risk Management, Access, Accounts Payable, Business Analysis, Financial Accounting, Budgeting, Tax Preparation, Income Tax, Tax Advisory
Education
Kean University 2010 — 2011
Master's, Accounting, 3.61
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science, Economics & Finance, 3.25
Lincoln High School 1996 — 2000
High School Diploma
Crate and Barrel October 2014 - Present
Lefrak Organization January 2011 - June 2014
Guiliano Carting/Environmental (Part-time Contract) July 2010 - December 2010
H&M January 2010 - May 2010
Iron Mountain March 2007 - December 2009
Merrill Lynch August 2006 - January 2007
SanMar Corp. September 2002 - August 2006
Outsource Solutions Inc March 1999 - September 2002
Skills
Talent Management, Performance Management, Workers Compensation, Policy, Mergers, Labor Relations, Employee Relations, Organizational..., Applicant Tracking..., Benefits Administration, Employee Benefits, Employee Engagement, HR Policies, HRIS, Human Resources, Interviews, Leadership, Management, Mergers, Personnel Management, Recruiting, Strategic Planning, Succession Planning, Training, Payroll, Hiring, Deferred Compensation
Education
Fairleigh Dickinson University 2013 — 2013
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Psychology
Columbia Artists Management 2015 - Present
Datamatics Management Services, Inc. November 2012 - April 2015
City of Elizabeth June 2008 - January 2013
Merrill Lynch February 2012 - May 2012
New York Community Bancorp July 2010 - February 2011
Skills
Accounting, Finance, Oracle E-Business Suite, QuickBooks, Microsoft Excel, Accounts Payable, Accounts Receivable, Leadership, Entertainment Industry, Tour Accounting, Microsoft Office, Human Resources, Payroll, Office Administration, Banking, Customer Service, Financial Reporting, Teamwork
Education
Fairleigh Dickinson University 2008 — 2015
Bachelor of Science (B.S.), Finance
JPMorgan Chase & Co. June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - 2015
Merrill Lynch June 2014 - August 2014
MetLife Solutions Group February 2014 - May 2014
All Points Unlimited May 2013 - September 2013
Skills
QuickBooks, QuestaWeb, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Fairleigh Dickinson University 2012 — 2016
Xaverian High School 2008 — 2012
High School
Merrill Lynch December 2009 - Present
Morgan Stanley May 2003 - December 2009
Skills
Investments, Wealth Management..., Wealth Management, Estate Planning, Portfolio Management, Finance, Financial Advisory, Retirement, Analysis, Management, Retirement Planning, Investment Management, Life Insurance, IRAs, Investment Advisory, Investment Strategies, Wealth, Series 7, Insurance, Asset Management
Education
Muhlenberg College 2000 — 2004
Bachelors, Major business administration (finance), Minor Political Science (international affairs)
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
Lenape valley 1996 — 2000
High school diploma, High School/Secondary Diplomas and Certificates
Emerging Global Advisors September 2009 - Present
Merrill Lynch June 1986 - September 2000
Skills
Fixed Income, Emerging Market ETFs, Series 7, Series 63, Bloomberg, Microsoft Excel, Operations Management, Management, Retail Marketing, Bonds, Emerging Markets, ETFs, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Allocation, Frontier Markets, Capital Markets, Securities
Education
Fairleigh Dickinson University
UBS Investment Bank July 2013 - Present
Barclays Investment Bank December 2012 - April 2013
Goldman Sachs July 2012 - December 2012
Morgan Stanley May 2011 - July 2012
Goldman Sachs November 2010 - April 2011
Merrill Lynch February 2007 - July 2009
Skills
Fixed Income, Microsoft Excel, Investments, Trading, Financial Risk, Team Leadership, Mutual Funds, Databases, Management, Auditing, Insurance, Pivot Tables
Education
State University of New York College at Oneonta 2002 — 2005
B.S., Economics & Business
Fairleigh Dickinson University 2001 — 2002
King Online Marketing LLC March 2013 - Present
Adiant December 2010 - February 2013
Merrill Lynch December 2007 - December 2010
Vennard Marketing September 2009 - November 2010
Hold Brothers September 2005 - September 2006
Skills
Online Advertising, PPC, Social Media Marketing, Advertising, Salesforce.com, New Business Development, Account Management, Strategic Partnerships, SEO, SEM, Digital Marketing, Web Marketing
Education
Fairleigh Dickinson University 2001 — 2005
B.S, Finance and Economics
Millburn High School
BlackRock June 2014 - Present
BlackRock June 2013 - June 2014
Fox School of Business June 2012 - May 2013
Novartis Pharmaceuticals January 2012 - May 2012
Academic Support Center - Fairleigh Dickinson University September 2011 - May 2012
Fifth & Pacific Companies, Inc. June 2011 - August 2011
Merrill Lynch September 2010 - February 2011
Skills
Visual Basic, Microsoft Excel, Matlab, Stata, Investments, Finance, Bloomberg Terminal, PowerPoint, Microsoft Office, Analysis, Microsoft Word, Financial Modeling, Statistics, Customer Service, Teamwork, Public Speaking, Facebook
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master's degree, Financial Engineering, 3.99
Fairleigh Dickinson University 2008 — 2012
Bachelor of Science (BS), Finance, 3.99
ADP May 2011 - Present
TSI August 2008 - July 2011
CSC March 2007 - August 2008
Johnson & Johnson April 2005 - February 2007
Merck (formerly Schering-Plough Pharmaceuticals) August 2003 - April 2005
Sanofi-Aventis April 2001 - August 2003
Goldman Sachs October 2000 - March 2001
Merrill Lynch December 1997 - October 2000
Bear Stearns June 1992 - December 1997
AT&T May 1990 - May 1992
Skills
Program Management, Vendor Management, SDLC, Enterprise Architecture, Change Management, Integration, Employee Training, Project Portfolio..., Data Center, PMO, Process Improvement, Business Analysis, Disaster Recovery, ITIL, Project Management, CRM, Strategy, Management, Agile Methodologies, Enterprise Software
Education
Fairleigh Dickinson University
BS, Electrical Engineering Technology
New York University - Leonard N. Stern School of Business
MBA, Executive Business Administration
Executive Auto Sales August 2014 - Present
Merrill Lynch April 2013 - March 2014
Merrill Lynch January 2013 - April 2013
2K Millennium May 2012 - September 2012
Victoria's Secret January 2012 - August 2012
Elan the Mag May 2010 - August 2010
Kiddie U May 2009 - August 2009
Skills
Social Media Marketing, Marketing Communications, Market Research, Events, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Wordpress, Facebook, Photoshop, Public Relations, Teamwork, Recruiting, Creative Writing, Consumer Behaviour, Direct Marketing, Client Development, 1099 Preparation, Cost Basis, STB2, Loans, Document Management, Twitter, Online Marketing, Photography, Cosmetics, Public Speaking, WordPress, Training
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor's degree, Marketing
Dutchess Community College August 2001 - Present
Prudential Serls Commercial May 2007 - May 2010
Exit Drake 2001 - 2010
Eclectic Enhancements Inc 1998 - 2010
Eclectic Enhancements Inc 1998 - 2010
Merrill Lynch 2006 - 2006
IBM Global Services 2001 - 2001
Merrill Lynch January 1997 - December 1997
IBM 1997 - 1997
IBM 1989 - 1989
Education
Fairleigh Dickinson University
MS, Mathematics
SBW Wealth Management September 2014 - Present
LPL Financial July 2007 - September 2014
Northeast Planning Associates February 2002 - May 2010
Merrill Lynch 2000 - 2001
Prudential Financial September 1999 - October 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Income Planning, Estate Planning, Customer Service, Leadership, Strategic Planning, Management, Series 7, Insurance, Series 65, Series 6, Series 63, Investments, Securities, Retirement, Financial Services, Finance, Strategy, Portfolio Management, Asset Management
Education
Fairleigh Dickinson University
Mechanical Engineering
Xaverian Brothers High School
ADP March 2008 - Present
Your Web Stage October 2005 - Present
Educational Testing Service (ETS) March 2007 - March 2008
Merrill Lynch June 2004 - February 2007
Avaya August 2000 - August 2003
Merrill Lynch July 1999 - July 2000
Merck 1998 - 1999
AT&T 1984 - 1998
Skills
Captivate, Instructional Design, Instructor-led Training, Technical Writing, E-Learning, Needs Analysis, Blended Learning, Software Documentation, Learning Management..., ADDIE, Training, Project Management, Visio, Content Management
Education
Fairleigh Dickinson University 1987 — 1992
Graduate Coursework - Industrial Psychology
University of Denver 1982 — 1984
Graduate Coursework - Management
Metropolitan State University of Denver 1972 — 1980
BA, Psychology, Political Science
Citigroup August 2006 - Present
Societe Generale January 2006 - August 2006
JP Morgan Chase & Co April 2005 - December 2005
JP Morgan Chase & Co June 2004 - March 2005
JP Morgan Chase & Co. June 2003 - June 2004
JP Morgan Chase & Co. May 2001 - June 2003
JP Morgan Chase & Co. September 1997 - May 2001
Bankers Trust Company October 1994 - September 1997
Merrill Lynch June 1993 - October 1994
Skills
Credit, Derivatives, Budgets, Equities, Trading, Analysis, Project Management, Project Planning, Valuation, Financial Analysis, Securities, Finance, Fixed Income, Management, Forecasting, Software Documentation, Portfolio Management, Training, Internal Controls, Banking, Financial Risk, Investments, Options, Mutual Funds, Accounting, Capital Markets, Risk Management
Education
Fairleigh Dickinson University 2000 — 2003
MBA
Kean University 1989 — 1993
Bachelor of Science, Management Science
Western Union November 2012 - Present
Experis Finance July 2011 - November 2012
Resources Global Professionals February 2004 - July 2011
It's A Grind Coffee House March 2003 - February 2009
Meriill Lynch January 2002 - December 2002
Merrill Lynch January 2001 - December 2001
Merilll Lynch January 2000 - December 2000
Merrill Lynch December 1996 - December 1999
Skills
Process Improvement, Team Leadership, Compliance, Sarbanes-Oxley Act, Six Sigma, Collaborative Problem..., Customer Satisfaction, Oil & Gas Industry, Cross-functional Team..., Management, Program Management, Vendor Management, Leadership, Call Centers, Finance, Customer Service, Business Strategy, Budgets, Business Process..., Management Consulting, Strategic Planning, Project Management, Business Development, Due Diligence, Risk Management, Strategy
Education
Fairleigh Dickinson University 1983 — 1987
MBA, Management
St. Peter's College 1976 — 1980
BS, Marketing
St Anthony
Accenture AnalystState of NY Metropolitan Transportation Authority2009 - Present
DC Government 2007 - Present
City of New York 2004 - 2009
Merrill Lynch 2002 - 2004
Education
Fairleigh Dickinson University 1975 — 1980
Bunge Limited 2007 - Present
Credit Suisse 2005 - 2007
IBM Global Services 2002 - 2005
Atos KPMG Consulting 1999 - 2001
Merrill Lynch 1987 - 1998
Education
Fairleigh Dickinson University
B.S., Finance
Fordham University
Ph. D, MA
Knowledgent June 2015 - Present
Knowledgent October 2010 - May 2015
Merrill Lynch March 2009 - September 2010
EMC Consulting August 2007 - September 2010
EMC Consulting (formerly BusinessEdge Solutions) 1999 - September 2010
HSBC May 2008 - February 2009
Fortress Investment Group March 2008 - April 2008
Merrill Lynch November 2007 - February 2008
Ameriprise October 2007 - November 2007
Dun & Bradstreet 2006 - 2007
Skills
Business Analysis, SDLC, IT Strategy, Vendor Management, Program Management, Consulting, Requirements Analysis, Business Process..., Enterprise Architecture, Integration, Client Onboarding
Education
Fairleigh Dickinson University 1982 — 1986
MBA, FInance
University of Delaware 1970 — 1974
BA, Math, Psychology
East Orange Catholic High School
Indepenent Contractor August 2013 - Present
Accenture July 2004 - June 2013
Accenture 2004 - June 2013
Merrill Lynch 1992 - 2004
Skills
SDLC, Requirements Analysis, Business Analysis, SQL, Business Process, Integration, Business Intelligence, Software Project..., IT Strategy, Requirements Gathering, Microsoft SQL Server, ERP, Oracle, Business Process..., Software Development, Enterprise Architecture, Program Management, Project Management, Unix, Management Consulting
Education
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Accounting
Fairleigh Dickinson University 1975 — 1980
BS Accounting, Accounting
Dahly Consulting January 2011 - Present
AIG / Chartis Insurance 2007 - 2010
Deutsche Bank/Asset Mgmt/Scudder Investments July 2001 - December 2004
Deutsche Asset Management 2001 - 2004
Prudential June 1998 - January 2001
Sandia National Laboratories February 1993 - May 1998
Merrill Lynch July 1984 - June 1990
Skills
Data Warehousing, Business Intelligence, Information Technology, C#, Fixed Income, SDLC, Enterprise Architecture, Software Project..., Business Analysis, Disaster Recovery, Integration, IT Strategy, Infrastructure
Education
Stevens Institute of Technology 1983 — 1985
MSCS, Computer Science
Fairleigh Dickinson University 1981 — 1982
MBA, Mgmt. Information Systems
Federal Farm Credit Banks Funding Corporation April 2015 - Present
Federal Farm Credit Banks Funding Corporation July 2007 - Present
Merrill Lynch March 2007 - July 2007
Marlabs Inc January 2006 - March 2007
Skills
C#, .NET, VB.NET, SDLC, Requirements Analysis, Integration, SQL, Business Analysis, Databases, Software Development, Software Project..., Microsoft SQL Server, Cognos
Education
Fairleigh Dickinson Unversity, Teaneck, NJ 2004 — 2006
Masters, Computer Science and Information Systems
Visvesvaraya Technological University 1999 — 2003
Bachelor of Science, Computer Science
Mitsubishi UFJ Securities May 2011 - Present
Natixis Capital Markets July 2006 - May 2011
BASF October 2005 - July 2006
Morgan Stanley October 2002 - March 2005
Merrill Lynch May 1998 - October 2002
Education
Fairleigh Dickinson University 1992 — 1996
Smith Barney April 2001 - Present
Merrill Lynch January 1994 - April 2001
Education
Fairleigh Dickinson University 2002 — 2004
CFP, Certified Finacial Planner
University of Richmond 1984 — 1988
BS, Economics and English
Montclair Kimberley Academy 1980 — 1984
Mill Ridge Wealth Managment, LLP, a financial advisory practice of Ameriprise Financial Services March 2007 - Present
Smith Barney September 2003 - March 2007
Merrill Lynch September 1998 - September 2003
Skills
Wealth Management, Finance, Management, Investments, Portfolio Management, Series 7, Retirement Planning, Financial Planning, Mutual Funds, Asset Management
Education
The College of New Jersey 1987 — 1991
Bachelor of Science, Accounting
Fairleigh Dickinson University 2000 — 2002
CFP, Financial Planning
Merrill Lynch February 2004 - Present
Merrill Lynch November 1984 - Present
Merrill Lynch March 2000 - February 2004
Merrill Lynch March 1991 - March 2000
Skills
Fixed Income Analysis, Fixed Income, Equities, Bloomberg, Series 7, Securities, Prime Brokerage, Capital Markets, Middle Office, Asset Allocation, Trading, Hedge Funds, Derivatives, Bonds, Investments, Trading Systems, Wealth Management, Emerging Markets, High Yield, Alternative Investments, Asset Management, Financial Markets, Financial Services, Credit Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus 1984 — 1989
MBA, Finance
Fairleigh Dickinson University-Metropolitan Campus 1980 — 1984
BS, Finance
Teaneck High School 1977 — 1980
Concord Advisory Group October 2006 - Present
Prudential Retirement November 2004 - September 2006
Prudential Investments August 2002 - November 2004
ADP January 2002 - July 2002
Merrill Lynch June 1998 - September 2001
Education
Fairleigh Dickinson University 2004 — 2007
MBA, Finance
Mount St. Mary's University 1994 — 1998
Bachelor of Science, Business
CIT July 2012 - Present
MetLife Alico March 2010 - July 2012
Merrill Lynch January 2008 - March 2010
Bistol Myers Squibb Company August 2005 - December 2007
Locus Telecommunication, Inc January 2000 - January 2005
Skills
Tax, Financial Reporting, International Tax, Sarbanes-Oxley Act, Tax Accounting, Corporate Tax
Education
Fairleigh Dickinson University 2007 — 2010
Master in Tax, Taxation
Montclair State University
B.S. in Accounting, Accounting
Merrill Lynch July 2005 - Present
The Bender Wealth Management Group, Merrill Lynch July 2005 - Present
Skills
Financial Analysis, Investments, Financial Advisory, Wealth Management, Retirement Planning, Customer Service
Education
Fairfield University 2001 — 2005
BS, Finance
Scranton Prep 1997 — 2001
Merrill Lynch October 1999 - Present
CCH February 1987 - February 1996
Skills
Vignette, Newsletters, Publishing, CMS, Content Strategy, Web Editing, Copy Editing, HTML5, Management, Internal Communications, Marketing, Digital Strategy, Email Marketing, Leadership, SEO, Editorial, Web Content, Proofreading, Business Process, Financial Services, Content Development, Corporate Communications, Content Management, Information Architecture, Social Networking, Editing, Online Marketing, Web Analytics, Integration, Technical Writing, Digital Media, Storytelling, Marketing Communications, HTML 5, Analysis, Web Content Management, Digital Marketing
Education
Fairleigh Dickinson University 1996 — 1996
Certificate, Paralegal Studies
Georgian Court University 1982 — 1986
BA, English
Och-Ziff Capital Management December 2007 - Present
Merrill Lynch March 2005 - December 2007
Swiss Re Financial Products April 2003 - March 2005
Goldman Sachs October 2000 - April 2003
Bloomberg November 1997 - October 2000
Skills
Calculations, Credit Derivatives, Middle Office, Fixed Income, Derivatives, Options, Prime Brokerage, CDS, Risk Management, Asset Management, Credit, Securities, Interest Rate..., Capital Markets, Bonds, Trading, Bloomberg, Equities, CDO, Commodity, Trading Systems, Investments, Series 7, Financial Markets, ISDA, Emerging Markets, Hedge Funds, Alternative Investments
Education
Fairleigh Dickinson University 1993 — 2000
MBA, Finance
Guardian Life July 2013 - Present
Wells Fargo Advisors September 2010 - June 2013
Merrill Lynch September 1979 - May 2008
Skills
Investments, Retirement Planning, Asset Management, Finance, Wealth Management, Series 7, Portfolio Management, Fixed Income, Equities, Securities, Mutual Funds, Capital Markets, Credit
Education
Fairleigh Dickinson University 1976 — 1980
Science
Skarzynski Black LLC September 2014 - Present
Credit Suisse April 2006 - September 2013
Merrill Lynch 1999 - 2006
J P Morgan 1996 - 1999
First Fidelity Bank 1991 - 1996
Bankers Trust 1989 - 1991
Salomon Brothers Inc 1986 - 1989
Skills
Wealth Management, Asset Managment, Business Analysis, Financial Services, Private Banking, Investment Banking, Due Diligence, Finance, Asset Management, Financial Risk, Securities, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Valuation, Alternative Investments, Trading, FX Options, Bloomberg, Structured Products, Mutual Funds, Private Equity, Options, Investments, Emerging Markets, Financial Modeling, Market Risk, Trading Systems, Banking, Equity Derivatives, Investment Management, Bonds, Vendor Management, Contract Negotiation, Contract Management, Revenue & Profit Growth, Expense Management, Strategic Thinking, Collaborative Problem..., Risk Management, Middle Office, Asset Allocation, Operational Risk
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance and Financial Management Services
Rider University
BS Commerce, Finance / Accounting
DST Retirement Solutions July 2010 - Present
Prudential October 1999 - July 2010
Merrill Lynch 1995 - 1999
Skills
Mutual Funds, 401k, Program Management, Financial Services, Defined Benefit, Leadership, Retirement, Series 63, Insurance, Management, Relationship Management, Retirement Planning, Series 6, Pensions, Risk Management, Securities, Series 7, Employee Benefits, Asset Management, Fixed Annuities, Mergers & Acquisitions, Wealth Management, FINRA, Investments, Portfolio Management, Vendor Management, Banking, Fixed Income, Asset Allocation, SDLC, PMO, Investment Advisory, Business Analysis, ERISA, Equities, Process Improvement, Project Portfolio..., Business Process..., Qualified Retirement..., Business Requirements, Defined Contribution
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor of Applied Science (BASc), Business Administration and Management, General
A10 Capital May 2014 - Present
Evergreen Property Trust, LLC June 2008 - Present
First Industrial Realty Trust August 2004 - May 2008
Archon Group September 2000 - February 2004
Merrill Lynch November 1997 - August 2000
Enterprise group development Corp. 1990 - 1993
Radice Corp 1984 - 1987
Skills
Marketing, Disposition, Brokerage, Corporate Real Estate, Real Estate Economics, Contract Negotiation, Due Diligence, Investment Properties, Acquisitions, Entitlements, Lease Negotiations, Real Estate, Commercial Leasing, Portfolio Management, Real Estate Private..., Commercial Real Estate, Real Estate Development, Investments, Tenant Representation, Asset Managment, Asset Management, Leases, Budgets, Leadership, Recruiting, Real Estate Transactions, Strategy, Underwriting, Negotiation, Real Estate Financing, Project Management, Valuation, Team Building, Joint Ventures, Business Development, Land Acquisition, Feasibility Studies, Investors, Business Strategy, Redevelopment, Appraisals
Education
New York University 1983 — 1984
Real Estate
Fairleigh Dickinson University 1978 — 1980
BS, Business Management
New England College 1974 — 1976
NA, Jounalism / Business
Wayne Valley HS
JD Investigations January 2009 - Present
JD Investigations January 2009 - Present
Merrill Lynch 2008 - 2009
New Jersey State Police February 1982 - January 2008
Skills
Security, Inventory Management, Private Investigations, Asset Protection, Surveillance, Risk Assessment, Internal Investigations, Fraud, Crisis Management, Enforcement, Risk Management, Physical Security, Background Checks, Investigation, Corporate Security, Protection
Education
Fairleigh Dickinson University 1998 — 2006
Master's Degree, Administration
Artique Nouveau Inc June 1999 - Present
Merrill Lynch 1989 - 1992
Morgan Stanley 1985 - 1988
KPMG 1982 - 1985
Skills
Financial Planning, Financial Reporting, Financial Analysis, Accounting
Education
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science, Accounting
Palmetto Hospitality Solutions February 2015 - Present
Blowfish Bar & Grill January 2013 - September 2014
Torch Velvet Lounge March 2005 - February 2013
Merrill Lynch January 2000 - January 2004
Goldman Sachs January 1998 - January 2001
Deutsche Bank March 1999 - August 1999
Bankers Trust Australia March 1998 - March 1999
Deutsche Bank October 1995 - March 1998
Skills
Restaurant Management, Food Cost Analysis, Inventory Management, Bar Management, Social Media, Web Development, New Restaurant Openings, Quickbooks, Payroll, Video Production, Graphic Design, Equities, Investments, Business Analysis, Financial Modeling, SQL, Microsoft SQL Server, Databases, Portfolio Management, Data Warehousing, Data Modeling, Trading Systems, Visual Basic, Analysis, Data Migration, Sybase, SDLC
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Finance
University of South Carolina-Columbia 1983 — 1987
BS, Computer Science
Merrill Lynch January 2010 - Present
MERRILL LYNCH & CO January 1999 - Present
MERRILL LYNCH & CO January 1999 - January 2006
MIKE FERGUSON FOR CONGRESS January 1998 - January 1999
Head of Money Market January 1993 - January 1997
CAISSE NATIONAL DE CREDIT AGRICOLE January 1990 - January 1997
MERRILL LYNCH & CO January 1988 - January 1990
WESPAC BANKING CORPORATION January 1987 - January 1988
Credit Lyonnais January 1986 - January 1987
Credit Lyonnais, U.S. Branches 1986 - 1987
Skills
cfa, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Hedge Funds, Investment Strategies, Investments, ETFs, Asset Managment, Fixed Income, Equities, Series 63, Capital Markets, Portfolio Management, Series 24, Bloomberg, Investment Management, Investment Advisory, Financial Advisory, Dynamic Asset Allocation, Global Tactical Asset..., Concentrated Stock..., Wealth Accumulation..., Investment Policy..., Zephyr Style Advisor, Certified Investment..., Institutional Consulting, Fixed Income Strategies, CAIA, Institutional Portfolio..., Tactical Asset..., Manager Selection, LDI, Risk Budgeting, Quantitative Models, Bonds, Securities, Structured Products, FINRA, Fund Of Funds, Retirement Planning, Equity Research, Investment Banking, Financial Markets, Equity Derivatives, Asset Management
Education
UNIVERSITY OF NOTRE DAME, Notre 1982 — 1986
BBA, Finance and Business Economics
University of Notre Dame 1982 — 1986
BBA, Finance
Fairleigh Dickinson University
Jefferies & Company June 2008 - Present
Merrill Lynch September 2006 - May 2008
Price Waterhouse Coopers September 2003 - September 2006
Education
Fairfield University 1999 — 2003
BS, Accounting
Blyth, Inc 2010 - Present
Arrow Electronics, Inc. 2001 - 2009
Merrill Lynch 1996 - 2001
KPMG 1994 - 1996
Honeywell 1988 - 1994
Skills
International Tax, Sarbanes-Oxley Act, Tax Accounting, Transfer Pricing, Mergers & Acquisitions, Corporate Tax, Financial Reporting, Tax Process Improvement, Income Tax Provision, Global Tax Planning, Thomson Reuters...
Education
Farleigh Dickinson University
Master’s Degree, Taxation
La Salle University
BS, Accounting
Pelham Advisory Group January 2013 - Present
Merrill Lynch March 2011 - January 2013
Arthur J. Gallagher & Company April 2007 - January 2009
Ahern Insurance Brokerage January 2005 - January 2007
Hagedorn & Company January 1999 - January 2005
Pelham Advisory Group January 1991 - January 1999
Merrill Lynch January 1987 - January 1991
Alexander & Alexander January 1983 - January 1987
Life Brokerage January 1975 - January 1983
Central Intelligence Agency January 1973 - January 1975
Skills
Insurance, Employee Benefits, Retirement, Financial Services, Investments, Certified Families with..., Health Insurance, Property & Casualty..., Retirement Planning, Fixed Annuities, Pensions, Life Insurance, Management, Sales, Series 7, Estate Planning, Wealth Management, Series 63, Leadership, Finance, Asset Allocation
Education
FINRA
Fairleigh Dickinson University
MBA, Finance and Economics
University of Toledo
Bachelor of Arts (B.A.), International Economics
University of Toledo
BA
E*TRADE Financial January 2007 - Present
DLJdirect August 1997 - October 2004
Merrill Lynch August 1991 - May 1997
Skills
Series 7, Securities, Fixed Income, Equities, Derivatives, Capital Markets, Series 24, Alternative Investments, Bloomberg, Trading, Series 63, Investments, Bonds, Series 53
Education
New York Institute of Technology 2002 — 2005
MBA, Finance
Fairleigh Dickinson University 1986 — 1991
Bachelor, Business Management
Queen of Peace HS
American International Group June 2010 - Present
Merrill Lynch September 2007 - May 2010
Quest Diagnostics August 1990 - September 2007
Skills
Strategic Sourcing, Supplier Management, Global Sourcing, Sourcing, Cost Reduction, Purchasing, Process Improvement, E-procurement, Supply Management, Vendor Management, Procurement
Education
Fairleigh Dickinson University 1987 — 2015
Bachelors, Business Management
JPMorgan Chase June 2010 - Present
bear-stearns February 2007 - June 2010
Bear Stearns 2007 - June 2010
JPMorgan Chase 2008 - 2010
Merrill Lynch 1997 - 2005
Skills
Vendor Management, Portfolio Management, Securities, Series 7, Risk Management, Business Analysis, Quality Assurance, Equities, New Business Development, Financial Services, Program Management, Asset Managment, Management
Education
Fairleigh Dickinson University 2002 — 2007
Master of Business Administration (MBA), Management Information Systems, General
Valparaiso University 1967 — 1973
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
Bank of America Merrill Lynch March 2009 - Present
Merrill Lynch January 2006 - March 2009
Merrill Lynch 1989 - 2009
Merrill Lynch 1989 - 2005
Education
Fordham University 1977 — 1981
BA, Psychology
Fairleigh Dickinson University
MBA, Economics
Barclays Capital July 2008 - Present
Global Crossing February 2007 - September 2007
Milliman & Robertson July 2005 - March 2006
Bank of America February 2004 - January 2005
Merrill Lynch April 2002 - May 2003
Skills
Financial Modeling, Bloomberg, Financial Analysis, DCF, Valuation, Investment Banking, Fixed Income, Capital Markets, Equities, Derivatives, Corporate Finance, Risk Management, Hedge Funds, Quantitative Analytics, Portfolio Management, Prime Brokerage
Education
Seton Hall University 2006 — 2008
MBA, Finance
Fairleigh Dickinson University 2001 — 2005
BS, Finance
Black River Wealth Management LTD March 2010 - Present
Merrill Lynch August 2005 - December 2009
Skills
Asset Managment, Wealth Management, Alternative Investments, Investments, Equities, Asset Allocation, Strategic Financial..., Mutual Funds, Series 7, Hedge Funds, Series 63, Capital Markets, Fixed Income, Securities, Financial Markets, Derivatives, Financial Analysis, Trading, Financial Modeling, Business Strategy, Trading Strategies, Options Strategies, Managed Futures, Securities Lending, 401k Rollovers, Options, Hedging, IRAs, Saving for Education, High Net Worth..., Structured Products, Financial Advisory, Separately Managed..., Bonds, Investment Management, Life, ETFs, Portfolio Management, Retirement Planning, Investment Advisory, Municipal Bonds, Wealth Preservation..., Rollovers, College Education..., Variable Annuities, Asset Management, Financial Planning
Education
Fairleigh Dickinson University 2002 — 2004
Certificate in Financial Planning
Kean University 2000 — 2002
Bachelor's degree, History Teacher Education
Apex Systems June 2014 - Present
Collabera December 2012 - May 2014
Collabera April 2011 - November 2012
Apex Systems January 2009 - April 2011
Apex Systems Inc November 2009 - December 2009
Apex Systems Inc June 2008 - October 2009
Wachovia Scurities September 2007 - May 2009
HSBC May 2006 - August 2007
Merrill Lynch September 2005 - December 2005
Skills
Architecture, Internet Recruiting, Java, Web Development, Technical Recruiting, Applicant Tracking..., SDLC, Talent Acquisition, Vendor Management, Sourcing, Screening, Contract Recruitment, Benefits Negotiation, Recruiting, Screening Resumes, CRM, Temporary Placement
Education
Fairleigh Dickinson University 1999 — 2003
Bachelor of Science (BS)
Fairleigh Dickinson University-College at Florham
Morgan Stanley April 2013 - Present
Merrill Lynch 2010 - 2012
UBS Wealth Management 2000 - 2008
PaineWebber 1994 - 2000
Follett Higher Education Group 1990 - April 1994
Skills
Financial Services, Wealth Management, Retirement Planning, Series 7, Risk Management, Management, Defined Contribution, Defined Benefit, IRAs, Financial Planning, Series 63, Strategic Financial..., Asset Allocation, Mutual Funds, Investment Advisory
Education
Seton Hall University 1988 — 1992
B.S., Finance
Fairleigh Dickinson University
Certificate, Financial Planning
Series 7,63,65,24
Ameriprise Financial Services, Inc. November 2011 - Present
Merrill Lynch October 2007 - November 2011
JB Hanauer & Co. October 2002 - October 2007
Gibraltar Securities April 1993 - October 2002
Education
Wroxton College Oxfordshire, UK 1992 — 1992
Fairleigh Dickinson University 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Wardlaw Hartridge 1982 — 1985
Merrill Lynch April 2013 - Present
Merrill Lynch October 2009 - Present
New Jersey Athletic Club July 2007 - Present
Merrill Lynch March 2008 - September 2009
Skills
Series 7, Wealth Management, Series 63, Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Retirement Planning, Uniform Combined State..., Bloomberg, Derivatives, Financial Services, Employee Benefits, Financial Analysis, Retirement, Risk Management, Fitness, 401k, Deferred Compensation, Coaching, Pensions, Options, Personal Training, Securities
Education
Northeastern University 2012 — 2014
Dual Master of Science in Finance/MBA, Finance and Financial Management Services
Fairleigh Dickinson University 2006 — 2007
Bachelor of Science, Business/Technology
OppenheimerFunds, Inc. December 2011 - Present
The Guardian Life Insurance Company of America September 2009 - October 2011
Marsh Executive Benefits - Marsh & McLennan Companies June 2007 - September 2009
Merrill Lynch November 2006 - June 2007
Skills
Alternative Investments, Asset Allocation, Defined Benefit, Disability Insurance, Finance, Financial Advisory, Financial Services, Investments, Mutual Funds, Life Insurance, Pensions, Retirement, Series 63, Series 7, Retirement Planning, Wealth Management
Education
Fairleigh Dickinson University 2001 — 2004
BS, Finance
Ally Financial Inc. November 2011 - Present
Enterprise Engineering, Inc. January 2010 - October 2011
Bank of America -Columbia Management August 2007 - February 2009
OppenheimerFunds July 2005 - June 2007
Bank of America May 2002 - July 2005
Bank of New York Mellon September 2000 - May 2002
Merrill Lynch May 1991 - July 2000
Skills
Enterprise Software, Portfolio Management, Management, Financial Services, Vendor Management, SDLC, Business Analysis, Investments, Trading Systems, Oracle, Human Resources, Asset Managment, Trading, Asset Management, Executive Management, Enterprise Architecture, Program Management, Data Warehousing, Equities, Business Intelligence, IT Strategy, Risk Management, Application Security..., Application..., Web Application Design, Desktop Application..., Microsoft SQL Server
Education
Fairleigh Dickinson University 1985 — 1990
Bachelors of Science, Finance /Computer Science
Merrill Lynch Wealth Management January 2011 - Present
Bank of America December 2009 - January 2011
BlackRock September 2006 - April 2009
Merrill Lynch 1995 - 2006
Skills
Series 7, Mutual Funds, Series 66, Uniform Combined State..., Financial Modeling, Series 63, Asset Allocation, Securities, Legal, Product Management, Product Specialists, Investment Management, Fixed Income, Hedge Funds, Wealth Management, ETFs, Alternative Investments, Asset Management, Investments
Education
Fairleigh Dickinson University 1994 — 1994
Paralegal Certificate
Rider University 1990 — 1994
BA, Liberal Arts
Visiting Angels March 2012 - Present
Merrill Lynch October 2009 - March 2012
Bank of America August 2007 - October 2009
Wachovia Wealth Management January 2005 - August 2007
Skills
Estate Planning, Wealth Management, Investments, Wealth, Series 7, Healthcare, Strategic Financial..., Life Insurance, Investment Management, Health Insurance, Retirement Planning, Options, Hedge Funds, Financial Services, Insurance, Mortgage Lending, Small Business, Securities, Asset Allocation, Mutual Funds, Wealth Management..., Series 63, Equities, Investment Strategies, Investment Advisory, Loans, Portfolio Management, High Net Worth..., Disability Insurance, Asset Management, Private Banking, FINRA, Alternative Investments, Retirement, Long-term Care, Bonds, Series 65, Fixed Annuities, Fixed Income, Term Life Insurance, Relationship Management, Financial Planners, Financial Advisory, 401k, Private Equity, Series 6
Education
Fairleigh Dickinson University 2005 — 2007
Certified Financial Planner, Finance and Financial Management Services
Mt St Mary's College 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Millburn High School '76 1968 — 1972
UBS May 2014 - Present
Merrill Lynch January 2011 - April 2014
Deloitte January 2009 - January 2011
Avis Budget Group 2006 - 2008
Education
Fairleigh Dickinson University 2004 — 2008
Bachelors, Accounting
Passaic County Community College April 2014 - Present
Passaic County Community College April 2014 - Present
Merrill Lynch December 2007 - October 2008
AIG Valic June 2006 - December 2007
Skills
Teaching English as a...
Education
Fairleigh Dickinson University 2009 — 2013
Master's Degree, Multi- Lingual ESL, Teaching English as a Second Language
Fairleigh Dickinson University-College at Florham 1989 — 1989
Paralegal Certificate
William Paterson University of New Jersey 1978 — 1983
Bachelor of Science (B.S.), Accounting and Finance
Merrill Lynch September 2007 - Present
Skills
Risk Management, Investments, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., Mutual Funds, Equities, Fixed Income, Asset Management, Banking, Financial Modeling, Securities, Credit, Financial Services, Capital Markets, Insurance, Finance, Financial Advisory, Investment Advisory
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor's degree, Finance, General, 3.5
BNY Mellon September 2015 - Present
The Provident Bank December 2007 - Present
Merrill Lynch 2000 - 2005
BankLink 1999 - 2002
Wachovia February 1996 - December 1997
Skills
Credit, Commercial Banking, Loans, Commercial Lending, Cash Management, Banking, Portfolio Management, Small Business Lending, Credit Analysis, Asset Based Lending, Lines Of Credit, Leadership, Financial Analysis, Risk Management, Finance, Commercial Mortgages
Education
Fairleigh Dickinson University-Florham Campus
BS, Marketing
Fairleigh Dickinson University-Florham Campus
MBA, Finance
Laissez-Faire ( Commercial Mortgages ) October 2011 - Present
Debt On Arrival January 2008 - February 2009
Bronx-N. Manhattan Board of Realtors 2005 - January 2007
Madison Equity 2006 - 2007
Franklin Credit Management January 2006 - July 2006
Tribeca Lending Corporation 1991 - 1996
Merrill Lynch 1984 - 1990
Skills
Underwriting, Loans, Public Speaking, Commercial Lending, Networking, Mortgage Lending, Loan Origination, Refinance, Portfolio Management, Credit, Equities, Residential Homes, Investment Properties, Commercial Mortgages, Finance, Investments, Mortgage Banking, FHA, Financial Structuring, Real Estate Financing, Real Estate Economics, Residential Mortgages, Credit Analysis
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business/Managerial Economics
RUTHERFORD HIGH SCHOOL
J.P. Morgan November 1996 - Present
Goldman Sachs November 1995 - November 1996
Merrill Lynch May 1992 - November 1995
Skills
Series 7, Securities, Wealth Management, Fixed Income, Hedge Funds, Bloomberg, Equities, FINRA, Mutual Funds, FINRA Licensed Series..., Compliance Generalist,..., Financial Modeling, Strategic Financial..., Financial Markets, Investments, Portfolio Management, Financial Analysis
Education
Fairleigh Dickinson University 1994 — 1998
MBA, Finance
State University of New York College at Plattsburgh 1983 — 1987
Bachelor of Science, Business Management
AIG October 2012 - Present
American International Group March 2010 - Present
BANK OF AMERICA January 2009 - November 2009
Merrill Lynch January 2003 - December 2008
MERRILL LYNCH & CO., INC January 2003 - December 2008
Global Procurement & Accounts Payable Services January 2000 - December 2002
Merrill Lynch January 1996 - December 1999
Merrill Lynch October 1980 - January 1996
Ernst & Young June 1977 - September 1980
Education
Fairleigh Dickinson University 1973 — 1977
BS, Accounting
CRA Admired Leadership Institute
Harvard University/Harvard Business School
University of Penn/Wharton School of Business
Young & Rubicam 1978 - 1997
Merrill Lynch March 1976 - December 1978
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Research, Budgets, English, Strategic Planning, Financial Analysis, Public Speaking, Windows, Banking, Investments
Education
Fordham University
Master of Arts (M.A.), Religion/Religious Studies/Scripture, HIgh Honors
Fairleigh Dickinson University
Master of Business Administration (M.B.A.), Finance
Ramapo College of NJ
Bachelor of Science (B.S.), Economics
Mizuho Securities USA Inc. June 2015 - Present
Scotiabank May 2013 - May 2015
Brown Brothers Harriman August 2012 - May 2013
Merrill Lynch January 2012 - May 2012
Fairleigh Dickinson University 2008 - 2012
Skills
Highly detail oriented, responsible, Self-motivated..., Positive Team Player, Critical Thinking, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Event Planning, Finance, Leadership, Investments, Management, Microsoft Word, Outlook, Public Speaking, Social Media, Social Networking, Teamwork, Time Management, Customer Service
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor’s Degree, Finance, 3.53
Merrill Lynch April 1986 - April 2007
Skills
Customer Service, Sales, Wealth Management, Strategic Planning, Microsoft Excel, Equities, Microsoft Word, Real Estate, Process Improvement, Financial Analysis, Financial Services, Portfolio Management, Microsoft Office, Investments
Education
Fairleigh Dickinson University 1978 — 1981
Masters, Finance
Muhlenberg College 1969 — 1973
Bachelor's degree, Economics
Bessemer Trust February 1990 - Present
Merrill Lynch September 1988 - February 1990
Skills
Alternative Investments, Process Improvement, Asset Management, Wealth Management..., Family Office, Hedge Funds, Wealth Management, Management, Project Management, Strategic Planning, Asset Allocation, Investments, Banking, Risk Management, Analysis, Asset Managment, Training, Vendor Management, Financial Services, Business Analysis, Team Building, Team Leadership, Private Equity, Finance, Trust Services, KYC, Access, Trust Management, Wealth, CRM, Business Development, Print Management, Output Management, Superior Client Service, Procedure Creation, Business Process..., Envelopes, Back Office, Financial Statements, Mailers, Staff Development, New Account Opening, Fund Administration, Investor Relations, Sales Force Development, Equities
Education
Fairleigh Dickinson University 1985 — 1988
BA, Arts/English
Penn State University 1984 — 1985
JPMorgan Chase & Co. May 2015 - Present
Deutsche Bank October 2013 - May 2015
Scotia Capital September 2010 - October 2013
Bank of America December 2006 - September 2010
Merrill Lynch July 2006 - November 2006
United Phosphorus Ltd July 2002 - June 2005
Polyset plastics Pvt Ltd August 1999 - July 2000
Skills
Corporate Finance, Credit Derivatives, Fixed Income, Derivatives, Trading, Swaps, Equities, Back Office, Capital Markets, Rates, Bloomberg, Equity Derivatives, VBA, Market Risk, Interest Rate..., Bonds, FX Options, Middle Office, Structured Products, Product Control, Options, Trading Systems, Prime Brokerage, Interest Rate Swaps, Hedge Funds, Investment Banking
Education
Fairleigh Dickinson University 2005 — 2007
MS, Accounting, GPA3.72
Fairleigh Dickinson University 2005 — 2007
Post MBA, International Business, GPA 3.83
South Gujarat University 2000 — 2002
MBA, Finance, Goldmedalist at state level
South Gujarat University 1995 — 1999
Bachelor of Engineering, Electronics with Computers, 1st class
Deloitte & Touche January 2011 - Present
K.K. Mehta CPA PC July 2008 - December 2010
Merrill Lynch October 2007 - March 2008
Education
Fairleigh Dickinson University 2006 — 2007
MS ACCOUNTING, ACCOUNTING
Veer Narmad South Gujarat University, India 2003 — 2005
MBA, Finance
Certified Public Accountant
Hildene Leveraged Credit May 2013 - Present
Hildene Capital Management July 2011 - Present
HER4 Consulting June 2003 - March 2012
The Palladin Group November 1998 - November 2004
Merrill Lynch January 1997 - February 1998
Skills
Valuation, Hedge Funds, Equity Research, Investments, Derivatives, Private Equity, Hedging, Equities, Fixed Income, Capital Markets, Venture Capital, Excel, Financial Modeling, Portfolio Management, Financial Analysis, Industry Analysis, Asset Management, Bloomberg, Analysis, Research
Education
Fairleigh Dickinson University-Florham Park, NJ 1997 — 1998
MBA, Finance
Rensselaer Polytechnic Institute 1989 — 1993
BS, Biomedical Engineering
The Hill School 1985 — 1987
Merrill Lynch April 2014 - Present
Merrill Lynch February 2012 - April 2014
Merrill Lynch April 2011 - February 2012
State Street June 2007 - April 2011
Skills
Mutual Funds, Financial Services, Fund Accounting, Investments, Equities, 401k, Non-Qualified Deferred..., Series 7, Financial Advisory, Alternative Investments, Financial Analysis, Retirement
Education
Fairleigh Dickinson University 1999 — 2003
Bachelor of Science (BS), Finance
Interactive Data March 2012 - Present
Bloomberg October 2008 - March 2012
Merrill Lynch May 2007 - October 2008
Thomson Reuters May 2003 - May 2007
Merrill Lynch & Co - Herzog Heine Geduld September 1998 - August 2001
BRUT - ECN October 1997 - September 1998
National Discount Brokers April 1995 - October 1997
Education
Richard Stockton College of New Jersey 1990 — 1994
Bachelor of Science (BS), Business - Marketing
Fairleigh Dickinson University 1989 — 1990
Rutgers University-New Brunswick
Rutgers University-New Brunswick
South Brunswick High School
State Street CORPORATION January 2001 - July 2011
Merrill Lynch January 1993 - January 2001
Skills
Accounting, Mutual Funds, General Ledger, Excel, Budgeting, Financial Reporting, Bloomberg, Reconciliation, Equities, Accruals, Asset Management, Account Reconciliation, Financial Accounting
Education
Fairleigh Dickinson University 1981 — 1985
B.S, Accounting
Goldman Sachs September 2005 - Present
Merrill Lynch February 2001 - September 2005
American Express July 1999 - February 2001
AT&T January 1990 - July 1999
Skills
Market Data, Financial Planning and..., Sarbanes-Oxley, Expense Management, Preparation of Business..., Telecommunications, Financial Services, Credit Cards, Accounting Policy, Technology, Fixed Asset Management, Data Center, US GAAP, Balance Sheet Management, IT Infrastructure..., Capital Budgeting, Corporate Governance, IT Procurement, Business Process...
Education
Fairleigh Dickinson University 1991 — 1993
Master of Business Administration (M.B.A.)
Rutgers University 1987 — 1990
Bachelor of Science (BS), Finance, General
Merrill Lynch February 1983 - Present
Skills
Equities, Fixed Income, Series 7, Securities, Banking, Bloomberg, Mutual Funds, Investments, Derivatives, Portfolio Management, Financial Analysis, Risk Management, Credit, Series 63, Asset Management
Education
Fairleigh Dickinson University 1978 — 1982
Business Administration and Management, General
Merrill Lynch June 2005 - August 2007
Education
Fairleigh Dickinson University 2012 — 2016
Raritan Valley Community College