Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Theresa Lewis Theresa Lewis Greater New York City Area Details
Theresa Lewis's Merrill Lynch Experience October 1991 - June 2000
Job Partner & CoFounder at Fueled Insights, LLC
Industry Marketing and Advertising
Experience
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

Nicholas Picini Nicholas Picini Greater New York City Area Details
Nicholas Picini's Merrill Lynch Experience October 2002 - December 2008
Job Business Analyst Consultant at Credit Suisse
Industry Financial Services
Experience
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

Deacon Rich Stanard Auto Broker Deacon Rich Stanard Auto Broker Greater New York City Area Details
Deacon Rich Stanard Auto Broker's Merrill Lynch Experience July 1972 - June 1976
Job Membership Committee Member at Teaneck Rotary Club
Industry Automotive
Experience
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

Dan Kole Dan Kole Greater New York City Area Details
Dan Kole's Merrill Lynch Experience 2008 - 2010
Job Managing Director at The Besen Group
Industry Investment Management
Experience
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

Lauren Ruzicka Lauren Ruzicka Ringoes, New Jersey Details
Lauren Ruzicka's Merrill Lynch Experience March 2015 - Present
Job Global Wealth Investment Management
Industry Financial Services
Experience
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

Eric Martin Eric Martin Greater Atlanta Area Details
Eric Martin's Merrill Lynch Experience November 2005 - March 2007
Job
Industry Computer Software
Experience
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

Ed Tills Ed Tills Rochester, New York Details
Ed Tills's Merrill Lynch Experience June 1981 - April 1984
Job First Vice President, Investments at Raymond James Associates
Industry Financial Services
Experience
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

Larry Good Larry Good West Palm Beach, Florida Area Details
Larry Good's Merrill Lynch Experience March 1986 - Present
Job Managing Director Investments, Merrill Lynch
Industry Financial Services
Experience
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

Dawson White Dawson White Las Vegas, Nevada Details
Dawson White's Merrill Lynch Experience January 2005 - January 2008
Job President at Whiterock Financial, LLC
Industry Financial Services
Experience
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

Robert Anghel Robert Anghel Greater New York City Area Details
Robert Anghel's Merrill Lynch Experience October 2005 - July 2006
Job Strategic Accounts Manager at Samsung Electronics America
Industry Consumer Electronics
Experience
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

Leigh Ann Errico Leigh Ann Errico Greater New York City Area Details
Leigh Ann Errico's Merrill Lynch Experience 1996 - 1999
Job Managing Partner at LA Errico & Partners Leadership Coaching and CEO & Founder of Wear the Cape & the kidkind foundation
Industry Human Resources
Experience
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

Michael Latona, CFP® Michael Latona, CFP® Greater New York City Area Details
Michael Latona, CFP®'s Merrill Lynch Experience June 2006 - September 2010
Job Hybrid Advisor Consultant at PIMCO
Industry Investment Management
Experience
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

Amanda Cusumano Amanda Cusumano New York, New York Details
Amanda Cusumano's Merrill Lynch Experience June 2006 - August 2007
Job Associate at Morgan Stanley
Industry Financial Services
Experience
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

Kevin Terpenny Kevin Terpenny Parker, Colorado Details
Kevin Terpenny's Merrill Lynch Experience October 1995 - January 2001
Job Controller
Industry Marketing and Advertising
Experience
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

Dhaval Solanki Dhaval Solanki Troy, Michigan Details
Dhaval Solanki's Merrill Lynch Experience October 2010 - September 2011
Job Application Dev Technical Lead at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
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

Jill Norton Jill Norton Santa Fe, New Mexico Details
Jill Norton's Merrill Lynch Experience June 2000 - November 2001
Job Board Chair/President at Our Lady of Guadalupe Gift of Life Center
Industry Marketing and Advertising
Experience
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

don goldstein don goldstein Greater New York City Area Details
don goldstein's Merrill Lynch Experience August 1997 - Present
Job vice president at Merrill Lynch
Industry Financial Services
Experience
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

David Biebelberg David Biebelberg Greater New York City Area Details
David Biebelberg's Merrill Lynch Experience January 2002 - January 2010
Job VP Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management  January 2010 - Present
Merrill Lynch   January 2002 - January 2010

Education
Fairleigh Dickinson University   1974 — 1978
Bachelor of Science, Marketing & Finance

Jeffrey G. Saad Jeffrey G. Saad Greater New York City Area Details
Jeffrey G. Saad's Merrill Lynch Experience 1970 - 1978
Job Owner, Jeffrey Saad Associates
Industry Marketing and Advertising
Experience
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.

Brian McNamee Brian McNamee Freehold, New Jersey Details
Brian McNamee's Merrill Lynch Experience December 2008 - March 2013
Job Director Senior Product Manager at Bank of America
Industry Financial Services
Experience
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

Austin O'Reilly Austin O'Reilly Charlotte, North Carolina Details
Austin O'Reilly's Merrill Lynch Experience September 2009 - July 2010
Job Sr. Investment Marketing Consultant at MetLife
Industry Financial Services
Experience
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

Jason Braatz, CFP® Jason Braatz, CFP® Greater Philadelphia Area Details
Jason Braatz, CFP®'s Merrill Lynch Experience November 2012 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
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

James M. Carlo James M. Carlo Greater New York City Area Details
James M. Carlo's Merrill Lynch Experience June 2011 - February 2015
Job Sales Professional Seeking Opportunities
Industry Financial Services
Experience
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

Joel Mejia Joel Mejia Greater Los Angeles Area Details
Joel Mejia's Merrill Lynch Experience June 2000 - August 2000
Job "It takes less time to do a thing right, than it does to explain why you did it wrong." Henry Wadsworth Longfellow
Industry Financial Services
Experience
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

Nick Masanko Nick Masanko Saint Augustine, Florida Details
Nick Masanko's Merrill Lynch Experience 2002 - 2006
Job Managing Partner at White Cloud Mountain, LLC
Industry Investment Management
Experience
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

Darlene Di Sabatino Darlene Di Sabatino Greater New York City Area Details
Darlene Di Sabatino's Merrill Lynch Experience January 2007 - June 2007
Job Strategic, customerrelationship marketing professional.
Industry Marketing and Advertising
Experience
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

Dean D. DelTosta Dean D. DelTosta Greater New York City Area Details
Dean D. DelTosta's Merrill Lynch Experience January 1987 - August 1997
Job Business and Investment Consultant
Industry Management Consulting
Experience
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

Jonathan G. Picache Jonathan G. Picache Greater New York City Area Details
Jonathan G. Picache's Merrill Lynch Experience April 1982 - June 1983
Job ComForcare Senior Services, Northeast Bergen County, Managing Partner
Industry Hospital & Health Care
Experience
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

Mary Ellen Donner Mary Ellen Donner Andover, New Jersey Details
Mary Ellen Donner's Merrill Lynch Experience 1999 - 2002
Job Interim Dean of Mathematics, Science & Business at Sussex County Community College
Industry Higher Education
Experience
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

Nancy W Mulvey, CFP® Nancy W Mulvey, CFP® Bedminster, New Jersey Details
Nancy W Mulvey, CFP®'s Merrill Lynch Experience January 1982 - January 1984
Job Financial Planning Coordinator at LPL Financial
Industry Financial Services
Experience
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

Daniel Colluccio Daniel Colluccio Greater New York City Area Details
Daniel Colluccio's Merrill Lynch Experience January 2007 - December 2007
Job Director of Institutional Sales at WBI Investments
Industry Financial Services
Experience
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

Nicholas Carlough Nicholas Carlough Greater New York City Area Details
Nicholas Carlough's Merrill Lynch Experience December 2011 - Present
Job Purchasing Specialist at SHI International Corp.
Industry Financial Services
Experience
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

Gudala Indira Gudala Indira Greater New York City Area Details
Gudala Indira's Merrill Lynch Experience September 2007 - January 2008
Job Independent BI Consultant
Industry Information Technology and Services
Experience
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

John Bellingeri John Bellingeri Margate City, New Jersey Details
John Bellingeri's Merrill Lynch Experience May 2013 - December 2013
Job Home Mortgage Consultant Jr at Wells Fargo NMLSR 1556573
Industry Financial Services
Experience
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

Art Johns, MBA, ATP Art Johns, MBA, ATP Portland, Maine Details
Art Johns, MBA, ATP's Merrill Lynch Experience December 1988 - June 1991
Job Challenger 300 Pilot at XOJET
Industry Airlines/Aviation
Experience
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

James DeChristopher James DeChristopher Greater New York City Area Details
James DeChristopher's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Ian Brown-Christenson Ian Brown-Christenson Greater New York City Area Details
Ian Brown-Christenson's Merrill Lynch Experience July 2011 - September 2012
Job Securities Specialist at UBS Wealth Management
Industry Financial Services
Experience
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

Dessa Glasser Dessa Glasser Greater New York City Area Details
Dessa Glasser's Merrill Lynch Experience 1987 - 1998
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
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

Chris Lawler Chris Lawler Greater New York City Area Details
Chris Lawler's Merrill Lynch Experience 1997 - 1999
Job Revenue, Product Management, and Pricing
Industry Hospitality
Experience
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)

John Pinner John Pinner Greater New York City Area Details
John Pinner's Merrill Lynch Experience February 2006 - May 2006
Job Contract Paralegal at Bank of America
Industry Legal Services
Experience
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

Lyndon Charles Lyndon Charles Greater New York City Area Details
Lyndon Charles's Merrill Lynch Experience May 2004 - July 2008
Job at City of New York
Industry Financial Services
Experience
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

Debbie Flickinger Debbie Flickinger Greater New York City Area Details
Debbie Flickinger's Merrill Lynch Experience 1989 - 2001
Job CAO, Managing Director, Shareowner Services at BNYMellon
Industry Management Consulting
Experience
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

Eileen Whalen (eawhalen1@gmail.com) Eileen Whalen (eawhalen1@gmail.com) Greater New York City Area Details
Eileen Whalen (eawhalen1@gmail.com)'s Merrill Lynch Experience 1993 - 2008
Job VP & Relationship Manager with Project Management Experience
Industry Financial Services
Experience
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

Josh Coron Josh Coron Greater New York City Area Details
Josh Coron's Merrill Lynch Experience May 2007 - August 2007
Job Associate Product Manager at Taro Pharmaceuticals
Industry Pharmaceuticals
Experience
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

Ronald W. Hakes , CPM, CSSBB Ronald W. Hakes , CPM, CSSBB Cincinnati Area Details
Ronald W. Hakes , CPM, CSSBB's Merrill Lynch Experience 2001 - 2005
Job CEO
Industry Research
Experience
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

Wilson Mathai Wilson Mathai Fort Wayne, Indiana Area Details
Wilson Mathai's Merrill Lynch Experience January 1999 - Present
Job Accountant | Tax Preparer & Advisor | Finance Professional
Industry Accounting
Experience
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

Carlos A. Morales, M.S. Carlos A. Morales, M.S. Greater New York City Area Details
Carlos A. Morales, M.S.'s Merrill Lynch Experience January 1999 - January 2002
Job Commercial Financial Analyst
Industry Accounting
Experience
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

Lucy (Garcia) Payne Lucy (Garcia) Payne Rahway, New Jersey Details
Lucy (Garcia) Payne's Merrill Lynch Experience August 2006 - January 2007
Job Human Resources at Crate and Barrel
Industry Human Resources
Experience
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

Olga Fridman Olga Fridman Greater New York City Area Details
Olga Fridman's Merrill Lynch Experience February 2012 - May 2012
Job Staff Accountant at Columbia Artists Management
Industry Human Resources
Experience
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

Anthony Spadaro Anthony Spadaro Brooklyn, New York Details
Anthony Spadaro's Merrill Lynch Experience June 2014 - August 2014
Job Business Banking Intern at JPMorgan Chase & Co.
Industry Financial Services
Experience
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

Kyle Freda, CRPC® Kyle Freda, CRPC® Greater New York City Area Details
Kyle Freda, CRPC®'s Merrill Lynch Experience December 2009 - Present
Job Senior Financial Advisor, Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
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

Denise Gallo Denise Gallo Greater New York City Area Details
Denise Gallo's Merrill Lynch Experience June 1986 - September 2000
Job Associate Director / ETF EM Operations at Emerging Global Advisors LLC
Industry Financial Services
Experience
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

Nicholas Awad Nicholas Awad Brooklyn, New York Details
Nicholas Awad's Merrill Lynch Experience February 2007 - July 2009
Job Community Developement / Real Estate / Marketing
Industry Real Estate
Experience
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

Bryan Vennard Bryan Vennard Greater New York City Area Details
Bryan Vennard's Merrill Lynch Experience December 2007 - December 2010
Job Founder at King Online Marketing LLC
Industry Online Media
Experience
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

Aaron Aguiar Aaron Aguiar Greater New York City Area Details
Aaron Aguiar's Merrill Lynch Experience September 2010 - February 2011
Job Portfolio Compliance – Business Management Associate at BlackRock
Industry Financial Services
Experience
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

Louis F. Rodriguez Louis F. Rodriguez Greater New York City Area Details
Louis F. Rodriguez's Merrill Lynch Experience December 1997 - October 2000
Job Senior Technical Project Manager at ADP
Industry Information Technology and Services
Experience
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

Nazish Hamedani Nazish Hamedani Greater Philadelphia Area Details
Nazish Hamedani's Merrill Lynch Experience April 2013 - March 2014
Job Sales and Marketing Coordinator at Executive Auto Sales
Industry Marketing and Advertising
Experience
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

D.Leon Duffy D.Leon Duffy Greater New York City Area Details
D.Leon Duffy's Merrill Lynch Experience 2006 - 2006
Job Associate Broker at Prudential Serls Commercial
Industry Real Estate
Experience
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

Anthony Scola Anthony Scola Hanover, New Hampshire Details
Anthony Scola's Merrill Lynch Experience 2000 - 2001
Job Vice President at SBW Wealth Management; Keene/Walpole, NH
Industry Financial Services
Experience
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

Paula Payne Paula Payne Greater New York City Area Details
Paula Payne's Merrill Lynch Experience June 2004 - February 2007
Job Instructional Designer at ADP
Industry Professional Training & Coaching
Experience
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

Ralph Gonzalez Ralph Gonzalez Greater New York City Area Details
Ralph Gonzalez's Merrill Lynch Experience June 1993 - October 1994
Job
Industry Banking
Experience
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

Dan Jablonski Dan Jablonski Greater Denver Area Details
Dan Jablonski's Merrill Lynch Experience January 2001 - December 2001
Job Director, AML ComplianceGlobal Due Diligence at Western Union
Industry Financial Services
Experience
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

Dominick Munofo Dominick Munofo Greater New York City Area Details
Dominick Munofo's Merrill Lynch Experience 2002 - 2004
Job Programmer/Developer at Accenture and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
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

Dessa Glasser Dessa Glasser Greater New York City Area Details
Dessa Glasser's Merrill Lynch Experience 1987 - 1998
Job This is an old address that i don't use and will retire. please forward emails to dessa.glasser@bunge.com. thanks.
Industry Food Production
Experience
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

Eileen McEnroe Eileen McEnroe Greater New York City Area Details
Eileen McEnroe's Merrill Lynch Experience March 2009 - September 2010
Job Informationist at Knowledgent
Industry Information Technology and Services
Experience
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

Dominick Munofo Dominick Munofo Greater New York City Area Details
Dominick Munofo's Merrill Lynch Experience 1992 - 2004
Job Independent Contractor at Systems Go
Industry Computer Software
Experience
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

Bruce Dahly Bruce Dahly Albuquerque, New Mexico Area Details
Bruce Dahly's Merrill Lynch Experience July 1984 - June 1990
Job Principal at Dahly Consulting
Industry Information Technology and Services
Experience
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

Pavan Kashinath Pavan Kashinath Greater New York City Area Details
Pavan Kashinath's Merrill Lynch Experience March 2007 - July 2007
Job Senior Software Developer at Federal Farm Credit Banks Funding Corporation
Industry Financial Services
Experience
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

John Friday John Friday Greater New York City Area Details
John Friday's Merrill Lynch Experience May 1998 - October 2002
Job Vice President Finance at Mitsubishi UFJ Securities
Industry Banking
Experience
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

Ken Vostal Ken Vostal United States Details
Ken Vostal's Merrill Lynch Experience January 1994 - April 2001
Job Investment Advisor, Smith Barney
Industry Investment Management
Experience
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

Michael M. Pirrello, CFP Michael M. Pirrello, CFP Greater New York City Area Details
Michael M. Pirrello, CFP's Merrill Lynch Experience September 1998 - September 2003
Job Financial Advisor / Managing Director
Industry Financial Services
Experience
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

Jay Nemery Jay Nemery Greater New York City Area Details
Jay Nemery's Merrill Lynch Experience February 2004 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
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

Michael Stellato Michael Stellato Greater New York City Area Details
Michael Stellato's Merrill Lynch Experience June 1998 - September 2001
Job Senior Consultant at Concord Advisory Group
Industry Investment Management
Experience
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

Harry (Hyungki) Chun, CPA Harry (Hyungki) Chun, CPA Greater New York City Area Details
Harry (Hyungki) Chun, CPA's Merrill Lynch Experience January 2008 - March 2010
Job VP,International Tax/FATCA Responsible Officer at CIT Group Inc.
Industry Financial Services
Experience
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

William Bender II William Bender II Moosic, Pennsylvania Details
William Bender II's Merrill Lynch Experience July 2005 - Present
Job Wealth Management Advisor, CFP®, CIMACRPC® at The Bender Wealth Management Group, Merrill Lynch
Industry Financial Services
Experience
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

Loretta Werfel Loretta Werfel Greater New York City Area Details
Loretta Werfel's Merrill Lynch Experience October 1999 - Present
Job Vice President at Merrill Lynch
Industry Online Media
Experience
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

Alexey Edwards Alexey Edwards Greater New York City Area Details
Alexey Edwards's Merrill Lynch Experience March 2005 - December 2007
Job Associate in Derivatives Documentation OchZiff Capital Management Group
Industry Financial Services
Experience
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

John Nimon John Nimon Greater New York City Area Details
John Nimon's Merrill Lynch Experience September 1979 - May 2008
Job Financial Advisor at Guardian
Industry Financial Services
Experience
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

Donald Sondak Donald Sondak Greater New York City Area Details
Donald Sondak's Merrill Lynch Experience 1999 - 2006
Job Chief Operating Officer Skarzynski Black LLC
Industry Financial Services
Experience
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

Jon Kuczik Jon Kuczik Greater New York City Area Details
Jon Kuczik's Merrill Lynch Experience 1995 - 1999
Job at DST Retirement Solutions
Industry Financial Services
Experience
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

Mark McConnell Mark McConnell Baltimore, Maryland Area Details
Mark McConnell's Merrill Lynch Experience November 1997 - August 2000
Job Senior Vice President Loan Originator at A10 Capital
Industry Commercial Real Estate
Experience
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

John Jack C. Davis John Jack C. Davis Greater New York City Area Details
John Jack C. Davis's Merrill Lynch Experience 2008 - 2009
Job Owner at JD Investigations
Industry Law Enforcement
Experience
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

Eva Branton Eva Branton Greater New York City Area Details
Eva Branton's Merrill Lynch Experience 1989 - 1992
Job Owner, Artique Nouveau Inc
Industry Arts and Crafts
Experience
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

Michael Vitale Michael Vitale Charleston, South Carolina Area Details
Michael Vitale's Merrill Lynch Experience January 2000 - January 2004
Job Consultant at Palmetto Hospitality Solutions
Industry Consumer Goods
Experience
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

John Sharkey, CFA, CAIA, CIMA, CFP John Sharkey, CFA, CAIA, CIMA, CFP Greater New York City Area Details
John Sharkey, CFA, CAIA, CIMA, CFP's Merrill Lynch Experience January 2010 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
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

Yesenia Almanzar Yesenia Almanzar Greater New York City Area Details
Yesenia Almanzar's Merrill Lynch Experience September 2006 - May 2008
Job SOX AVP at Jefferies & Company
Industry Accounting
Experience
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

Jon Garber Jon Garber Greater New York City Area Details
Jon Garber's Merrill Lynch Experience 1996 - 2001
Job Global Tax Professional
Industry Accounting
Experience
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

Evan Soldinger Evan Soldinger Greater San Diego Area Details
Evan Soldinger's Merrill Lynch Experience March 2011 - January 2013
Job Pension Consultant, Polycomp Svcs
Industry Financial Services
Experience
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

Krizan Peros Krizan Peros Greater New York City Area Details
Krizan Peros's Merrill Lynch Experience August 1991 - May 1997
Job Senior Manager, Syndicate at E*TRADE Financial
Industry Financial Services
Experience
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

Joanne Kelly Joanne Kelly Greater New York City Area Details
Joanne Kelly's Merrill Lynch Experience September 2007 - May 2010
Job Director, Global Sourcing and Procurement Services at American International Group
Industry Financial Services
Experience
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

Mark Opsahl (Exchange) Mark Opsahl (Exchange) Greater New York City Area Details
Mark Opsahl (Exchange)'s Merrill Lynch Experience 1997 - 2005
Job Project Manager at JPMorgan Chase
Industry Financial Services
Experience
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

Debbie McDonough Debbie McDonough Greater New York City Area Details
Debbie McDonough's Merrill Lynch Experience January 2006 - March 2009
Job Senior Change Manager at Bank of America Merrill Lynch
Industry Banking
Experience
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

Miguel Marcial Miguel Marcial Greater New York City Area Details
Miguel Marcial's Merrill Lynch Experience April 2002 - May 2003
Job Prime Brokerage Analyst
Industry Investment Banking
Experience
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

Dragi Paunovski Dragi Paunovski Greater New York City Area Details
Dragi Paunovski's Merrill Lynch Experience August 2005 - December 2009
Job Wealth Manager at Black River Wealth Management LTD securities offered National Securities advisory National Asset Mgmt.
Industry Investment Management
Experience
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

David Hoffmann Jr. David Hoffmann Jr. Greater New York City Area Details
David Hoffmann Jr.'s Merrill Lynch Experience September 2005 - December 2005
Job Senior Java SME for Delivery with development and Architecture at Apex Systems
Industry Staffing and Recruiting
Experience
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

Mike Smith, CRPC®, CRPS® Mike Smith, CRPC®, CRPS® Greater New York City Area Details
Mike Smith, CRPC®, CRPS®'s Merrill Lynch Experience 2010 - 2012
Job VP, Product Manager Corporate Retirement Plans at Morgan Stanley
Industry Financial Services
Experience
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

Craig Russ Craig Russ Greater New York City Area Details
Craig Russ's Merrill Lynch Experience October 2007 - November 2011
Job APMA, Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Eric Ferrara Eric Ferrara Greater New York City Area Details
Eric Ferrara's Merrill Lynch Experience April 2013 - Present
Job VP, Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
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

Johannes Pistorius Johannes Pistorius Greater New York City Area Details
Johannes Pistorius's Merrill Lynch Experience November 2006 - June 2007
Job Internal Wholesaler OppenheimerFunds, Inc.
Industry Financial Services
Experience
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

Matthew Tartaglia Matthew Tartaglia Greater New York City Area Details
Matthew Tartaglia's Merrill Lynch Experience May 1991 - July 2000
Job Lead Solutions Architect at Ally Financial Inc.
Industry Information Technology and Services
Experience
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

Julie Haber Julie Haber Greater New York City Area Details
Julie Haber's Merrill Lynch Experience 1995 - 2006
Job Mutual Fund Product Manager at Bank of America Merrill Lynch
Industry Investment Management
Experience
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

Jim Harrison, CSA Jim Harrison, CSA Greater New York City Area Details
Jim Harrison, CSA's Merrill Lynch Experience October 2009 - March 2012
Job Director, CEO at Visiting Angels
Industry Individual & Family Services
Experience
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

Anthony Gallo Anthony Gallo Charlotte, North Carolina Details
Anthony Gallo's Merrill Lynch Experience January 2011 - April 2014
Job UBS Financial Services Inc.
Industry Financial Services
Experience
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

Eileen Marter Eileen Marter Wayne, New Jersey Details
Eileen Marter's Merrill Lynch Experience December 2007 - October 2008
Job Instructor at Passaic County Community College
Industry Education Management
Experience
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

Lisa Bollander Lisa Bollander Greater New York City Area Details
Lisa Bollander's Merrill Lynch Experience September 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Keith Stinchcomb Keith Stinchcomb Greater New York City Area Details
Keith Stinchcomb's Merrill Lynch Experience 2000 - 2005
Job Private Banker Advisor Channel at BNY Mellon
Industry Banking
Experience
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

Frank Vena Frank Vena Greater New York City Area Details
Frank Vena's Merrill Lynch Experience 1984 - 1990
Job SVP and Underwriter at Laizze Faire ( Comercial Mortgages)
Industry Financial Services
Experience
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

Ann Marie Mannion Ann Marie Mannion New York, New York Details
Ann Marie Mannion's Merrill Lynch Experience May 1992 - November 1995
Job Executive Director, Private Bank Compliance at J.P.Morgan
Industry Financial Services
Experience
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

Neil Ostrower Neil Ostrower Greater New York City Area Details
Neil Ostrower's Merrill Lynch Experience January 2003 - December 2008
Job Senior Vice President at AIG
Industry Financial Services
Experience
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

Kathleen Ancuta Kathleen Ancuta Greater New York City Area Details
Kathleen Ancuta's Merrill Lynch Experience March 1976 - December 1978
Job Experienced Financial Executive
Industry Financial Services
Experience
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

Janifer Do Janifer Do Greater New York City Area Details
Janifer Do's Merrill Lynch Experience January 2012 - May 2012
Job Settlements Associate
Industry Financial Services
Experience
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

Jim Longley Jim Longley Greater New York City Area Details
Jim Longley's Merrill Lynch Experience April 1986 - April 2007
Job Retired
Industry Financial Services
Experience
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

Dana Check Dana Check Woodbridge, New Jersey Details
Dana Check's Merrill Lynch Experience September 1988 - February 1990
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
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

Dipali Prajapati Dipali Prajapati Greater New York City Area Details
Dipali Prajapati's Merrill Lynch Experience July 2006 - November 2006
Job VP Corporate Treasury at JPMORGAN Chase
Industry Financial Services
Experience
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

Aakash Parikh Aakash Parikh Greater New York City Area Details
Aakash Parikh's Merrill Lynch Experience October 2007 - March 2008
Job Tax Senior Private Client Advisory Group Private Equity at Deloitte Tax LLP
Industry Accounting
Experience
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

Harry Russell Harry Russell Greater New York City Area Details
Harry Russell's Merrill Lynch Experience January 1997 - February 1998
Job Credit Analyst at Hildene Leveraged Credit
Industry Financial Services
Experience
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

Michael J Mochan Michael J Mochan Greater New York City Area Details
Michael J Mochan's Merrill Lynch Experience April 2014 - Present
Job GWIM Sr. Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Eric Parker Eric Parker Greater New York City Area Details
Eric Parker's Merrill Lynch Experience May 2007 - October 2008
Job Senior Relationship Manager at Interactive Data Trading Solutions
Industry Financial Services
Experience
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

Julie Constant Julie Constant Greater New York City Area Details
Julie Constant's Merrill Lynch Experience January 1993 - January 2001
Job Senior Accountant at inVentiv Health
Industry Accounting
Experience
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

David Beneventano David Beneventano Greater New York City Area Details
David Beneventano's Merrill Lynch Experience February 2001 - September 2005
Job Vice President Technology Finance at Goldman Sachs
Industry Investment Banking
Experience
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

CATHY Cathy Scott CATHY Cathy Scott Rutherford, New Jersey Details
CATHY Cathy Scott's Merrill Lynch Experience February 1983 - Present
Job OPERATIONS SPECIALIST at Merrill Lynch
Industry Financial Services
Experience
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

Mark Balliet Mark Balliet Basking Ridge, New Jersey Details
Mark Balliet's Merrill Lynch Experience June 2005 - August 2007
Job Student at Fairleigh Dickinson University
Industry Marketing and Advertising
Experience
Merrill Lynch   June 2005 - August 2007

Education
Fairleigh Dickinson University   2012 — 2016

Raritan Valley Community College

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