Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Merrill Lynch May 2013 - Present
Merrill Lynch February 2005 - May 2013
Skills
Risk Management, Portfolio Management, Fixed Income, Financial Analysis, Finance, Banking
Education
Florida Technical College
Associate of Science (A.S.), Network and System Administration/Administrator
Merrill Lynch October 2013 - Present
Morgan Stanley Smith Barney March 2011 - October 2013
1st Portfolio, Inc April 2010 - February 2011
Arlington Asset Management August 2009 - April 2010
Merrill Lynch August 2008 - August 2009
Cardone Industries January 2008 - July 2008
GSK May 2007 - December 2007
Skills
Strategic Financial..., Portfolio Management, Financial Modeling, Asset Managment, Wealth Management, Tax, Investments, Financial Analysis, Asset Allocation, Finance, Asset Management, Financial Advisory, Financial Planners, Strategic Planning, Retirement, Financial Planning, Financial Risk, Estate Planning
Education
Georgetown University 2008 — 2009
Bachelor of Science (BS), Executive Certificate in Financial Planning
San Jose State University 2005 — 2007
Business Administration Finance
Foothill College 2002 — 2004
A.S., General Science
Medrio September 2015 - Present
Medrio June 2015 - Present
GTech Sport August 2013 - August 2015
Virgin America June 2014 - October 2014
PJCC - Peninsula Jewish Community Center 2008 - 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Social Media, Event Planning, Social Networking, Marketing, Public Speaking, Research, Leadership
Education
University of California, Los Angeles 2011 — 2013
Bachelor of Arts (B.A.), Political Science
Foothill College 2009 — 2011
Political Science and Government
Ameriprise Financial Services, Inc. February 2015 - Present
PNC 2014 - Present
Scottrade December 2008 - June 2013
Merrill Lynch January 1980 - October 2008
Skills
Series 7, Banking, Mutual Funds, Financial Services, Series 63, Investments, Securities, Equities, Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Retirement, Strategic Financial..., Bloomberg
Education
Lindenwood University 2009 — 2013
Bachelor of Science, Business Administration and Management, General, Magna cum Laude
Fontbonne University 2005 — 2008
Bachelor of Science (BS), Business/Corporate Communications, 4.0
ACE Life International April 2012 - Present
New York Life Insurance Company April 2009 - March 2012
AIG 2006 - 2008
Prudential Financial 1998 - 2006
Merrill Lynch 1995 - 1998
AXA Equitable 1990 - 1995
Skills
Insurance, Compliance, Internal Audit, Risk Management, International Business
Education
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Finance
Pace University - Lubin School of Business 1985 — 1987
BBA, Accounting
SUNY Albany
Ernst & Young December 2013 - Present
Sapient Global Markets October 2010 - December 2013
Royal Bank of Scotland October 2009 - June 2010
Deutsche Bank July 2006 - February 2009
Merrill Lynch April 2005 - June 2006
GlobeOp Financial Services July 2004 - April 2005
Richard C. Young & Co. - Investment Advisors September 2003 - April 2004
Skills
FX, Derivatives, Investment Banking, Hedge Funds, Trading, Alternative Investments, Equities, Bloomberg, Securities, Options, Portfolio Management, Capital Markets, Swaps, Trading Systems, Business Analysis, Customer Relations, Compliance, Funding, Excel, Electronic Trading, Access, Prime Brokerage, Hedging, FX Options, Finance, Middle Office, Microsoft Excel, Risk Management
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
University of Rhode Island 2000 — 2004
BS, Finance, Economics
Cazenovia High School 1996 — 2000
Regents Diploma
Property Management 1993 - Present
Orange County Performing Arts Center September 1999 - 2009
The Coca-Cola Company 1987 - 1993
Merrill Lynch 1979 - 1984
Skills
Strategy, Strategic Planning, Fundraising, Analysis, Sales, Finance, Marketing, Social Media, Nonprofits, Public Speaking, Event Planning, Social Media Marketing
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
Finance
Fordham Gabelli School of Business 1979 — 1981
MBA, Finance, International Business, Real Estate
Mount Holyoke College, South Hadley, MA 1975 — 1979
BA, American Studies, Psychology
Glen Ridge High School, Glen Ridge, New Jersey
Final two years, High School/Secondary Diplomas and Certificates
International School of Brussels, Belgium
Tiffany & Co. January 2015 - Present
Tiffany & Co. February 2014 - January 2015
Tiffany & Co. June 2011 - February 2014
Fordham University September 2012 - September 2013
Tiffany & Co. June 2010 - June 2011
Derek Lam September 2010 - December 2010
Bloomberg LP June 2009 - August 2009
Merrill Lynch May 2008 - September 2008
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), Marketing
Fordham University 2007 — 2011
Bachelor of Science, Business Administration Concentrations: Finance and Marketing - Summa Cum Laude
The Beijing Center for Chinese Studies 2010 — 2010
Nazareth Academy High School 2003 — 2007
Shenkman Capital Management August 2007 - Present
BB&T Capital Markets January 2003 - July 2007
Merrill Lynch July 1994 - October 2002
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Management and Finance, 3.978
Rutgers, The State University of New Jersey - Rutgers Business School 1991 — 1993
BA, Psychology
Weichert Realtors February 2015 - Present
Weichert Realtors December 2012 - Present
Majestic Home Design February 2012 - Present
Claremont Realty Group September 2012 - December 2012
Keller Williams Realty April 2010 - September 2012
Stageworks, LLC September 2010 - September 2011
Shenanigan Books October 2005 - December 2009
Smith Barney June 1989 - February 1997
Thompson McKinnon February 1988 - June 1989
Merrill Lynch September 1985 - September 1987
Skills
Sellers, Home Staging, Space-planning, Real Estate, Buyers, Rentals, Senior Move Management, Space planning, Sales, Selling, Residential Homes, Condos, Relocation, First Time Home Buyers, Single Family Homes, New Home Sales, Listings, Referrals, Investment Properties, Luxury, Buyer Representation, Townhomes, Marketing, Real Estate Transactions, Real Property, Investors, Seniors, New Homes, Move Up Buyers, Management
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance
Saint Michael's College 1981 — 1985
B.A., Journalism
Corigin June 2014 - Present
Perch Interactive, Inc April 2015 - Present
FreshNeck October 2011 - June 2014
Rodawg December 2013 - May 2014
Jefferies & Company July 2011 - August 2012
Merrill Lynch March 2010 - July 2011
Brooklyn District Attorney's Office January 2008 - March 2010
Skills
Securities, Equities, Private Equity, Investments, Series 7, Financial Modeling, Fashion, Styling, Entrepreneurship, Start-ups, Wealth Management, Portfolio Management, Licensing, Finance, Business Development, Mergers & Acquisitions, Real Estate, Management
Education
Fordham University School of Law 2003 — 2007
JD/MBA, Finance
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
University of Miami 1999 — 2003
BA, Marketing, Sports Management
University of Miami - School of Business 1999 — 2003
B.A., Marketing, Sports Management
Livingston High School 1995 — 1999
Fortress Investment Group June 2014 - Present
iFind Group January 2014 - May 2014
Merrill Lynch September 2012 - December 2012
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Professional Accounting
Fordham University 2010 — 2014
Bachelor of Science (BS), Applied Accounting & Finance
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Empire State Development May 2015 - Present
Three Point Capital July 2012 - March 2015
Mark Bindiger CPA PC October 2011 - July 2012
Merrill Lynch June 2011 - August 2011
UBS Wealth Management September 2010 - December 2010
Skills
Business Strategy, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Due Diligence, Corporate Finance, Management, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Microsoft Office, Research, Finance
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Finance
City University of New York-Queens College 2008 — 2011
Bachelor's degree, Mathematics and Economics
CIBC World Markets May 2015 - Present
Xiphias Capital LLC March 2012 - May 2015
Broadacre Financial May 2013 - May 2014
Johnson Capital April 2012 - July 2013
Lazard Capital Markets May 2011 - February 2012
Janney Montgomery Scott January 2011 - April 2011
Private Practice 2009 - 2010
Merrill Lynch 2003 - 2008
Commonwealth Development Group 1999 - 1999
Skills
Financial Modeling, Credit, Valuation, Investment Banking, Equity Research, Commercial Mortgages, Financial Analysis, Capital Markets, Portfolio Management, Investments, Due Diligence, Finance, Mergers & Acquisitions, Real Estate Economics, Loans, Credit Analysis, Banking, Private Equity, Real Estate, Underwriting, Commercial Real Estate, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Finance
Middlebury College 1997 — 2001
B.A.S., Economics, Classics
The Roxbury Latin School 1990 — 1997
H.S.
Deutsche Bank June 2013 - Present
Deutsche Bank November 2009 - June 2013
MetLife August 2009 - October 2009
John Hancock Financial Services November 2007 - June 2009
Deutsche Bank June 2006 - May 2007
Wellington Management June 2005 - December 2005
Merrill Lynch June 2004 - December 2004
Skills
Equities, Fixed Income, Mutual Funds, Investments, Hedge Funds, Portfolio Management, Trading, Options, Wealth Management, Banking, ETFs, Insurance, Equity Trading, Financial Advisory, Sales, Series 7, Bloomberg, Securities, Bloomberg Terminal, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting & Taxation
Northeastern University 2002 — 2007
Bachelor's Degree, Finance & Insurance, Marketing
Somers high school 1998 — 2002
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch April 2006 - January 2009
Deutsche Bank April 2003 - April 2006
Morgan Stanley and Co Inc May 1986 - March 2003
Skills
Trading, Money Market, Fixed Income, Securities Lending, Prime Brokerage, Hedge Funds, Equities, Bloomberg, Series 7, Securities, Series 63, Series 24, Funding, Structured Products, Collateral Management, Bonds
Education
Fordham Gabelli School of Business 1991 — 1993
Saint Leo University 1982 — 1986
BA, Accounting
Clifton
Marco Polo New World March 2015 - Present
Mercy College, School of Business November 2012 - Present
Ridge Global Consulting February 2012 - Present
TeraExchange December 2013 - February 2015
Bonds.com March 2010 - January 2012
Merrill Lynch 1982 - 2009
Skills
Fixed Income, Emerging Markets, Bonds, Financial Markets, Derivatives, Securities, Trading, Capital Markets, Series 7, Electronic Trading, Hedge Funds, Financial Modeling, Equities, Asset Allocation, Investment Strategies, Options, Investment Banking, International Marketing, Alternative Investments, Bloomberg, Series 63, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Investments, Trading Systems, Financial Services, Private Equity, Commodity, Bitcoin
Education
Fordham Gabelli School of Business 1982 — 1986
Master of Business Administration (MBA), Finance
Fordham University 1978 — 1982
Bachelor of Science (B.S.), Finance
Xaverian 1974 — 1978
hs
st pats
Rockwell Global Capital, LLC June 2002 - Present
Arthritis Foundation June 2008 - September 2015
Merrill Lynch June 1999 - June 2002
Skills
Strategic Financial..., Asset Allocation, Cash Management, Finance, Small Business, 401k, Wealth Management, Portfolio Management, Investments, Wealth Management..., Series 7, Mutual Funds, Series 63, Equities, Wealth, Financial Analysis, Financial Planning
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Fordham University 1995 — 1999
BS, Finance and Marketing
St. Marys High School
Brown Smith Wallace October 2007 - Present
Merrill Lynch January 2006 - May 2006
Skills
Fraud Investigations, Financial Modeling, Business Valuation, Financial Reporting, Accounting, Forensic Accounting, Valuation, Purchase Price..., Financial Analysis, Fraud, Internal Controls, Mergers, Corporate Finance, Analysis, Certified Fraud Examiner, General Ledger, Mergers & Acquisitions, Internal Audit, Managerial Finance, Risk Management, Tax
Education
University of Missouri-Saint Louis 2009 — 2013
MBA, Accounting
Fontbonne University 2003 — 2007
Bachelor's of Science in Business Administration, Concentration in Finance
Bishop DuBourg 1999 — 2003
GP Strategies Ltd May 2015 - Present
Aimia September 2013 - April 2015
Ford Motor Company May 2009 - August 2013
Ford Motor Credit Company May 2006 - February 2009
Ford Motor Credit Company August 2000 - May 2006
General Physics November 1995 - August 2000
Invetech Corp August 1994 - November 1995
Ameritech May 1994 - December 1994
Merrill Lynch May 1985 - September 1990
Skills
Instructional Design, Learning Management..., Technical Writing, Performance Consulting, WebEx, Distance Learning, Project Management, Microsoft Office, Technology Needs..., Photoshop, Digital Photography, Instructor-led Training, E-Learning, Captivate, Needs Analysis, Performance Improvement, Training Delivery, Organizational..., ADDIE, Change Management, Camtasia, Leadership, Training
Education
Wayne State University 1993 — 1995
MEd, Instructional Technology
University of California, Berkeley 1982 — 1984
Political Economy of Industrial Societies
Foothill College 1980 — 1982
Associates, Business Administration
Trenton High School 1971 — 1975
Merrill Lynch February 2012 - Present
Financial Firm September 2009 - February 2012
Wells Fargo Advisors January 2005 - July 2009
JP Morgan Chase January 1994 - January 2005
IDS American Express Financial Services, Inc. May 1992 - December 1994
Skills
Strategic Planning, Organizational Design, Coaching, Financial Advisory, Problem Solving, Mentoring, Financial Planning, Asset Management, Wealth Management, Compliance, Asset Managment, Operational Excellence, Strategic Financial..., Employee Training, Investments, Training, Fixed Annuities, Leadership, Sales, Credit, Financial Analysis, Management, Finance, Estate Planning, Series 7, Financial Services, Team Building, Strategy, Loans, Asset Allocation, Series 63, Alternative Investments, Banking, Human Resources, 401k, Risk Management, Equities, Series 24, Mergers & Acquisitions, Securities, Investment Strategies, Investment Management, FINRA, Mutual Funds, Recruiting, Retirement Planning, Project Planning, Uniform Combined State..., Analysis, Relationship Management
Education
Fordham Gabelli School of Business 2000 — 2002
MBA
University at Buffalo 1990 — 1992
BA
Convergex November 2014 - Present
Bloomberg LP October 2012 - November 2014
Marketing Consultant (self) July 2012 - October 2012
Mercy (Neu Industries) November 2011 - August 2012
The Center for Positive Marketing at Fordham University August 2011 - May 2012
Blue Fountain Media June 2011 - December 2011
WebMD July 2009 - June 2011
TheMarkets.com July 2007 - June 2009
Merrill Lynch June 2006 - August 2007
Education
Fordham University
BA
Fordham University - Graduate School of Business Administration
MBA
Hun School of Princeton
High School Diploma
Valley Animal Hospital LLP March 2015 - Present
Abingdon Theatre Company March 2015 - Present
Abingdon Theatre Company December 2012 - March 2015
Abingdon Theatre Company June 2011 - December 2012
UBS January 2009 - October 2009
Merrill Lynch June 2006 - January 2009
St. Vincent Martyr Elementary School March 2003 - June 2006
Atriax LLC October 2001 - April 2002
Citi June 1987 - March 1999
Skills
Budgets, Public Speaking, Microsoft Word, Research, Editing, Social Media, Teaching, Entertainment, Theatre, Endowments
Education
Fairleigh Dickinson University-College at Florham 2003 — 2005
Master of Arts, Education, K-8 Spanish
Fordham University - Graduate School of Business Administration 2000 — 2001
Master of Business Administration (MBA), Accounting and Finance
The George Washington University 1983 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
Morgan Stanley May 2013 - Present
Merrill Lynch June 2010 - May 2013
Merrill Lynch February 2009 - June 2010
GlobeOp October 2008 - February 2009
Skills
Financial Services, Trading, Series 7, CRM, Alternative Investments, Management, Investments, Bloomberg, Wealth Management, Series 63, Risk Management, Fixed Income, Securities, Equities
Education
Fordham University - Graduate School of Business Administration
Saint Lawrence University 2003 — 2007
Bachelor of Arts, Government Studies
Merrill Lynch January 2012 - Present
China Development Bank June 2010 - May 2011
China Minsheng Banking Corp.ltd June 2009 - May 2010
China Development Bank September 2008 - January 2009
Deutsche Bank September 2007 - January 2008
Skills
Equities, Hedge Funds, Bonds, Structured Products, Bloomberg, Financial Modeling, SAS, Derivatives, VBA, Economics, Fixed Income, Valuation, Corporate Finance, Portfolio Management, Risk Management, Financial Analysis, Banking, Time Series Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master, Quantitative Finance
Fudan University 2005 — 2009
Bachelor, Computer Science, Accounting
UC Berkeley 2008 — 2008
exchange, Accounting
Cablevision April 2015 - Present
Citi March 2011 - April 2015
BNY Mellon December 2007 - February 2011
Merrill Lynch June 2005 - November 2007
Goldman Sachs November 2004 - May 2005
Memorial Sloan-Kettering Cancer Center December 2002 - November 2004
National Basketball Association November 2000 - December 2002
Skills
Talent Acquisition, Onboarding, Recruiting, Employee Relations, Talent Management, PeopleSoft, Human Resources, Applicant Tracking..., HRIS, Deferred Compensation, Employee Benefits, Sourcing, Performance Management, Organizational..., Vendor Management, Succession Planning, College Recruiting, Employee Engagement, Coaching, Finance, Program Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management Systems
Fordham University
Bachelor’s Degree, Business Management
Carole J. Sevely, LLC July 2009 - Present
Deutsche Bank October 1995 - July 2001
Merrill Lynch April 1989 - October 1995
Solomon Brothers April 1986 - April 1989
Goldman Sachs March 1984 - April 1986
International Paper June 1982 - March 1984
Skills
Mental Health, Public Speaking, Strategic Planning, Capital Markets, Legal Research, Community Outreach, Research, Fixed Income, Leadership, Accounting, Financial Analysis, Financial Accounting, Financial Statements, Cost Control
Education
New York Law School 2007 — 2010
Master of Arts, Mental Disability Law Studies
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Finance
Georgetown University 1979 — 1982
BSBA, Accounting
Tradeweb March 2010 - Present
Tradeweb November 2004 - March 2010
Merrill Lynch February 1999 - February 2004
Merrill Lynch July 1997 - January 1999
Merrill Lynch October 1993 - July 1997
Skills
Electronic Trading, Series 7, Derivatives, Equities, Interest Rate..., Rates, Trading Systems, Middle Office, Fixed Income, Bonds, Series 63, Financial Markets, Series 53, Series 55, Financial Services, Securities
Education
Fordham Gabelli School of Business 1999 — 2003
Master of Business Administration (MBA), Information Systems
La Salle University 1990 — 1992
BA, Communication
Holy Trinity High School 1984 — 1988
EnTech Engineering PC February 2013 - Present
GEB HiRise Engineers February 2011 - February 2013
U.S. Department of Commerce September 2010 - February 2011
Fordham University Global Healthcare Innovation Management Center September 2010 - January 2011
The United Nations Democracy Fund January 2010 - July 2010
Merrill Lynch September 2007 - July 2009
Bank of New York Mellon August 2006 - September 2007
New York City Council July 2001 - September 2005
Skills
Market Research, Analysis, Program Management, Research, Community Outreach, Public Policy, Public Speaking, Press Releases, Legal Writing, Finance, International Relations, Equities, Policy Analysis, Economics, International..., Economic Development, Financial Modeling, Marketing, Politics, Nonprofits
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance, Management
Peking University 2009 — 2009
Study Abroad
Fordham University 2000 — 2004
BA, International Political Economy
Citibank North America, Inc. April 2014 - April 2015
HSBC North America, BSA/AML Technology & Data Integrity June 2011 - December 2013
BankUnited October 2010 - June 2011
Societe Generale February 2010 - March 2010
Standard Chartered Bank January 2009 - September 2009
American Express Private Banking October 2006 - November 2008
IDB Bank 2003 - 2006
Merrill Lynch 1997 - 2002
NewTech Business Solutions July 1999 - July 1999
JPMorgan Chase 1993 - 1996
Skills
Financial Risk, Anti Money Laundering, Risk Management, Banking, KYC, Financial Services, Due Diligence, Management, Analysis, Business Analysis
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, M.I.S. and Finance
Pace University 1985 — 1990
BBA, Information Systems & Finance
SalesForce.com April 2012 - Present
Merrill Lynch September 2010 - November 2011
Corneille Fund April 2010 - September 2010
BlackRock, INC July 2007 - January 2010
Kismet Capital Advisors, LLC January 2004 - July 2007
Prudential Financial July 2002 - January 2004
Prudential Financial July 2001 - July 2002
Thomson Financial May 1998 - December 2000
Skills
Microsoft Office, Investor Relations, Financial Reporting, Reporting & Analysis, Strategic Planning, Business Management, Team Building, Cold Calling, Fundraising, Hedge Funds, Private Equity, Real Estate Investment, Problem Solving, Team Leadership, Analysis, Reports, Management, Project Management, Portfolio Management, Financial Analysis, Finance, Strategy, Asset Management, Equities, Leadership, Forecasting, Mutual Funds, Investment Properties, Investments
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Management
Manhattan College 1999 — 2001
Bachelors of Science, Finance
NYCEEC March 2012 - Present
Posie Constable Consulting January 2009 - March 2012
Merrill Lynch 1988 - 2008
Prudential Funding, Newark New Jersey February 1988 - August 1988
Paine Webber February 1984 - December 1987
J. Henry Schroder Bank 1979 - 1984
Skills
Renewable Energy, Analysis, Business Development, Cleantech, Energy, Energy Efficiency, Entrepreneurship, Finance, Financial Modeling, Leadership, Management, Portfolio Management, Project Management, Research, Start-ups, Strategic Planning, Strategy, Sustainability, Team Building, Trading, Due Diligence, Marketing
Education
JumpStartNYC at the Levin Institute-SUNY 2010 — 2010
Green Finance
Fordham Gabelli School of Business 1985 — 1988
MBA Finance, Finance, International Business
Konan University 1978 — 1979
Asian Studies
University of Colorado Boulder 1975 — 1979
BA, Asian Studies
Punahou School 1965 — 1975
BankUnited October 2014 - Present
JPMorgan Chase November 2012 - September 2014
JPMorgan Chase July 2010 - November 2012
LIFT (formerly National Student Partnerships [NSP]) September 2008 - November 2009
U.S. Department of State July 2009 - August 2009
Merrill Lynch September 2008 - December 2008
U.S. Department of State June 2008 - August 2008
Congressional Country Club May 2007 - August 2007
Skills
Fluent in the spoken..., Proficient in Microsoft..., Financial Modeling, Financial Analysis, Bloomberg, Bloomberg Terminal, Credit Analysis, Risk Management, Microsoft Office, Credit, Research, Data Analysis, Portfolio Management, Access, Spanish, Finance, Banking, Customer Service, Quantitative Analytics, Analysis, Corporate Finance, Valuation, Loans
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), International Finance, 3.8/4.0
Fordham University 2006 — 2010
Bachelor of Science (B.S.), International Business, Finance, Spanish Language and Literature
Universidad Argentina de la Empresa 2009 — 2009
Our Lady of Good Counsel High School 2002 — 2006
Diploma
Stifel November 2013 - Present
Merrill Lynch February 2013 - November 2013
Edward Jones August 2011 - February 2013
Skills
Customer Service, Insurance, Customer Relations, Financial Advisory, Financial Risk..., Strategic Financial..., Estate Planning, Wealth Management, College Education..., Tax Advisory, Finance, Portfolio Management, Investments, Investment Strategies, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Financial Services, Asset Management, Alternative Investments, 401k, Risk Management, IRAs, Personal Financial..., Business Planning, 401k Rollovers, Financial Planners, Hedge Funds, Valuation, Financial Planning
Education
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Business Administration
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Sports Management
Law Office of Gabrielle N. Valiquette 2009 - Present
JPMorgan 2008 - 2009
UBS 2007 - 2008
Merrill Lynch 2005 - 2007
GE Commercial Distribution Finance 2004 - 2005
GE Capital Corporate & GE Capital Financial Guaranty Insurance Company (FGIC) 2001 - 2003
GE Capital Vendor Financial Services 2000 - 2001
Law Firm - Long Island, NY 1996 - 2001
Education
Fordham Gabelli School of Business 2000 — 2001
MBA
LIU Post 1999 — 2000
MS.Ed.
Touro College Jacob D. Fuchsberg Law Center 1994 — 1997
JD
Hofstra University 1991 — 1993
BBA
Ameren June 2008 - Present
Ameren UE June 2008 - Present
ABENCS June 2007 - June 2008
Boeing Company November 2006 - June 2007
Boeing Company June 2005 - November 2006
Boeing Company May 2004 - June 2005
Merrill Lynch January 2004 - May 2004
Education
PMI Project Management Institute
Fontbonne University 2005 — 2007
MBA, Business Admin
Fontbonne University
Bachelors of Science, Business Administration; Finance
Volunteer State Community College
Associates of Science Degree, Business and Commerce
Tyco September 2013 - Present
Merrill Lynch October 2010 - September 2013
Sirius XM Radio Inc. February 2010 - July 2010
Time Warner Inc. August 2008 - May 2009
Omnicom Group June 2005 - July 2008
Stock & Option Solutions January 2005 - June 2005
The Bank of New York July 2003 - August 2004
Edison Schools May 2002 - June 2003
UBS June 1998 - September 2001
Skills
Equity Compensation, Equities, Series 7
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance and Marketing
Providence College 1987 — 1991
BS, Business Administration
Baltia Airlines March 2011 - Present
Koulouris Enterprises March 1991 - Present
Smart Sales October 2009 - March 2011
Morgan Stanley 2007 - 2010
Merrill Lynch & Company January 1995 - April 2007
Merrill Lynch & Company 1997 - 2000
Merrill Lynch January 1995 - September 1997
Skills
Product Development, Project Management, Marketing Strategy, Contract Negotiation, New Business Development, Management, Start-ups, Strategic Planning, Marketing, Investments, Forecasting, Change Management, Portfolio Management, Entrepreneurship, Finance, Executive Management, Budgets, Leadership, Sales, Mergers & Acquisitions, Team Building, Banking, Strategy, Project Planning, P&L Management, Fixed Income, Equities, Competitive Analysis, Securities, Trading, Capital Markets, Wealth Management, Business Development, Business Planning, Financial Modeling, Risk Management, Valuation, Alternative Investments, Investor Relations, Financial Analysis, Venture Capital, Private Equity, Financial Services, Due Diligence, Hedge Funds, Asset Management, Emerging Markets, Series 63, Financial Advisory, Series 7
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
MBA, Management
University of Central Florida 1988 — 1993
BSBA, Finance, Accounting, Management
Brean Capital, LLC. November 2005 - January 2015
Longbow Research February 2004 - November 2005
JB Hanauer November 2003 - January 2005
OTA-OFF The Record Research October 2002 - November 2003
Fox-Pitt, Kelton October 1999 - May 2000
Merrill Lynch May 1992 - March 1995
Skills
Portfolio Management, Financial Modeling, Equities, Investments, Capital Markets
Education
Fordham Gabelli School of Business
Masters of Business Administration, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government, Minor in Economics
Citigroup September 2010 - Present
Morgan Stanley Smith Barney June 2010 - August 2010
The Provident Bank 2009 - 2010
Bank of America Merrill Lynch December 2006 - July 2008
Merrill Lynch 2001 - 2006
Merrill Lynch 1999 - 2001
AT&T 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Portfolio Management, Investments, Investment Banking, Trading, Mutual Funds, Investment Management, Investment Advisory, Finance, Structured Products, Management, Entrepreneurship, Sales, ABS, Financial Advisory, Series 7, Sales Management, Economics, IPO, Equities, Asset Management
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Financial Planning, Finance and Economics
University of Delaware 1987 — 1991
BA, History, Communications and Business
Saint John Vianney
Bloomberg L.P. June 2010 - Present
Abercrombie & Fitch August 2009 - June 2010
Inside Edition, CBS Corporation January 2009 - May 2009
Sirius Satellite Radio September 2008 - December 2008
Tribune Broadcasting May 2008 - August 2008
Liceo Ginnasio Machiavelli Capponi January 2008 - May 2008
Time Warner Cable May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Copy Editing, Corporate Communications, Copywriting, Marketing Communications, Editing, Video Production, Project Management, Broadcast, Interviews, Writing, Italian, Creative Campaign..., Marketing Copy, Performance Reporting, Account Handlers, Project Coordination, Time Management, Digital Signage, Organization, Idea Generation, Efficiency, Bloomberg, Employee Engagement, Strategic Communications, Crisis Communications, Cross-team Collaboration
Education
Fordham Gabelli School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Marketing
New York University 2005 — 2009
Bachelor of Arts Degree, Journalism and Mass Communication, Italian Studies
KPMG US June 2015 - August 2015
Fordham University December 2014 - May 2015
Fordham University Pedro Arrupe Faith and Justice Council February 2012 - January 2015
Merrill Lynch June 2014 - August 2014
Garden City Recreation Department 2009 - 2013
Skills
Program Management, Advertising, Healthcare, SPSS, Economics, Mandarin, Higher Education, Public Speaking, Nonprofits, Fundraising, Community Outreach, Data Analysis, Student Affairs, Statistics, Stata, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Analysis, Public Relations, Event Planning, Facebook, Social Media, Social Networking, Social Media Marketing
Education
Fordham Gabelli School of Business 2015 — 2015
Master’s Degree, Taxation
Fordham Gabelli School of Business 2011 — 2014
Bachelor of Science (BS), Accounting
Garden City High School 2007 — 2011
KPMG US August 2015 - Present
CohnReznick LLP September 2013 - October 2014
KPMG US June 2013 - August 2013
Buchbinder Tunick & Company LLP January 2013 - May 2013
Federal Reserve Bank of New York June 2012 - December 2012
Merrill Lynch May 2011 - May 2012
Avant Garde Information Solutions, LLC June 2011 - January 2012
Fordham University August 2010 - April 2011
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Science (M.S.), Applied Statistics and Decision Making, 4.00
Fordham University 2010 — 2014
Bachelor of Science, Public Accounting; Minor in Economics, 3.79 GPA
Townsend Harris High School 2006 — 2010
New York Life Insurance Company June 2014 - Present
Citi October 2013 - March 2014
Nourishing USA, Inc. November 2008 - October 2013
DTCC January 2006 - October 2007
Depository Trust & Clearing Corp January 2006 - October 2007
DTCC August 2003 - December 2005
Depository Trust & Clearing Corp August 2003 - December 2005
Merrill Lynch January 2001 - May 2003
Merrill Lynch & Co., Inc January 2001 - January 2003
Merrill Lynch June 1996 - December 2000
Skills
Finance, Financial Services, Risk Management, Financial Analysis, Banking, Budgets, Management, Investments, Forecasting, Financial Risk, Financial Planning, Marketing, Securities, Insurance, Capital Markets, Microsoft Office, Mutual Funds, Portfolio Management, Nonprofits, Business Planning, Microsoft Word, Outlook, Customer Satisfaction, Business Process..., CRM, PowerPoint, Internal Audit, Internal Controls, Microsoft Excel, Budgeting, Whole Life Insurance, Relationship Management, Education Funding..., Customer Relations, Creative Problem Solving, Annuity Sales, Building Relationships, Life Insurance..., Small Business, Retirement Planning, Networking, Relationship Building
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Accounting - 21 Credits
New York Institute of Technology
Bachelor of Science, Business Administration - Finance
Merrill Lynch June 2008 - Present
UBS Wealth Management November 2005 - June 2008
Tradewinds LLC September 1998 - November 2005
Skills
Strategic Financial..., Estate Planning, Wealth Management, Multi-generational..., Risk Management, Tax Efficiency, Life Insurance, Long Term Care Insurance
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
Master of Business Administration (MBA), Accounting and Finance
Northeastern University 1974 — 1976
Master of Arts (M.A.), History
PS Business Management LLC January 2015 - Present
Fiduciary Trust Company July 2010 - December 2014
Merrill Lynch October 2008 - April 2010
WFUV May 2008 - December 2008
Skills
Series 7, Financial Analysis, Personal Financial..., Portfolio Management, Personal Trust..., Company Valuation, Options, Insurance, Financial Markets, Derivatives, Alternative Investments, Securities, Investment Management, Financial Services, Wealth Management
Education
Fordham University
B.S, Finance and Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance and Financial Management Services, summa cum laude
KPMG US October 2014 - Present
KPMG June 2013 - August 2013
NYCB June 2012 - August 2012
PCAOB October 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Tax Research
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Taxation
Georgetown University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Chaminade High School 2005 — 2009
Scottrade Bank December 2008 - Present
Merrill Lynch October 1980 - December 2008
Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Customer Service, Strategic Planning, Team Building, Sales Management, Coaching
Education
Fontbonne University
Lindenwood University
Bachelor of Science, Business Administration and Management, General
A few June 1984 - Present
CR Bard 2000 - 2005
Merrill Lynch 1997 - 2000
Pershing Square Capital Management 1989 - 1997
AgfaPhoto 1984 - 1989
Skills
HTML, Microsoft Office, Change Management, Strategic Planning, R&D, PowerPoint, Contract Negotiation, Negotiation, Entrepreneurship, Graphic Design, Public Speaking
Education
Fordham University - Graduate School of Business Administration 1977 — 1980
MBA, (Finance, Management), Finance, Managemt, and Global Marketing, MBA
Fordham University - Graduate School of Business Administration 1977 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services, and Economics/Marketing
Therma Seal Insulation June 2012 - Present
E.R. Bradley's January 2007 - Present
Merrill Lynch June 2011 - August 2011
Florida Department of Financial Services April 2011 - July 2011
INTECH July 2010 - August 2010
The Governor's Club January 2010 - August 2010
North Palm Beach Country Club June 2005 - June 2007
Skills
Sales, Financial Analysis, Entrepreneurship, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Modeling, Customer Service, Public Speaking, Social Media, Event Planning, Contract Negotiation
Education
Florida State University - College of Business 2008 — 2012
BS, Finance/Entrepreneurship
Florida State University - College of Business 2008 — 2012
Bachelor of Science (BS), Finance
Bank of America 2010 - Present
Bank of America 2007 - 2010
Bank of America 2003 - 2007
Merrill Lynch 1998 - 2003
RCN 1997 - 1998
Caliber Associates 1993 - 1995
Skills
Business Process..., Six Sigma, Talent Acquisition, Financial Management, Operations Management, Strategic Consulting, Strategic Analysis, Executive Communications, Executive Management, Executive Reporting, Cross-functional Team..., Change Leadership, Strategic Leadership, Personnel Leadership, Human Capital Strategy, Human Capital Management, Change Management, Forecasting, Business Planning, Business Analytics, Performance Dashboards, Leadership, Personnel Management, Recruiting, Human Capital, Business Strategy, Analysis, Process Improvement, Communication Training, Managerial Finance, CRM, Workforce Planning, Management, Executive Search, Banking, Human Resources, Performance Management, Mergers & Acquisitions, Strategy, Risk Management, Vendor Management, Budgets
Education
Fordham University - Graduate School of Business Administration
MBA, Strategic Management
Rutgers, The State University of New Jersey-New Brunswick
BS, Industrial Organization
Discovery Communications March 2015 - Present
Discovery Communications April 2013 - February 2015
PHD Media (Omnicom Media Group) August 2012 - April 2013
PHD Media (Omnicom Media Group) January 2011 - August 2012
PHD Media (Omnicom Media Group) April 2010 - December 2010
MLB Advanced Media September 2009 - December 2009
Comedy Central September 2008 - December 2008
Merrill Lynch September 2007 - December 2007
New World Group, Inc May 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
Master of Science, Media Management
Parsons School of Design 2010 — 2012
Certificate, Digital & Graphic Design
The College of New Jersey 2004 — 2008
Bachelor of Arts, Industrial/Organizational Psychology (Minors: Management, Marketing)
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - September 2013
Leadership Orange 2004 - 2010
Leadership Orange 2004 - 2010
Leadership Orange 2004 - 2010
Leadership Orange 2004 - 2010
Merrill Lynch 1997 - 2010
Education
Fordham University - Graduate School of Business Administration
Masters, Finance
Valpariso University
Bachelor's degree, double major - English and Journalism
FactSet April 2015 - Present
FactSet July 2013 - March 2015
Merrill Lynch June 2012 - August 2012
Rhode Island Department of Health and Human Services January 2012 - May 2012
GPS Investment Advisors, LLC. September 2010 - December 2010
Education
Fordham Gabelli School of Business 2015 — 2017
Master’s Degree
Providence College 2009 — 2013
Bachelor's Degree
Resources Global Professionals September 2010 - Present
Citadel Investment Group November 2009 - August 2010
Merrill Lynch May 2005 - August 2009
Merrill Lynch October 2000 - May 2005
Merrill Lynch November 1996 - October 2000
Prudential Insurance September 1995 - November 1996
Philip Morris International December 1993 - September 1995
Skills
Budgeting, Forecasting, Financial Reporting, Financial Analysis, Financial Planning, Analysis, Excel, Reconciliation, Cost Control, Finance, Market Risk, Microsoft Excel, Account Reconciliation, Budgets, Strategic Financial...
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
University of Delaware - Lerner College of Business and Economics
BSBA, Major: Finance; Minor(s): Int'l Business; Spanish
Duff & Phelps September 2005 - Present
MCI 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Valuation
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Marketing & Finance
University of Michigan 1990 — 1994
BA, Economics
Croft Properties 2007 - Present
American Red Cross of Greater New York December 2006 - Present
American Red Cross of Greater New York June 2006 - September 2006
Marcus & Millichap Real Estate November 2001 - February 2006
ALM International / Pure Playaz - Vokal December 1999 - October 2001
Merrill Lynch February 1999 - June 1999
American International Ind. December 1996 - January 1999
Education
Fordham Gabelli School of Business 2005 — 2007
MBA
New York University 2003 — 2005
Certificate
Touro College 1997 — 2000
B.Sc.
Yishuv - Yeshivat Harav Amiel
kasina April 2014 - Present
Greenwich Associates March 2011 - March 2014
ESE Advisory Group LLC 2008 - 2011
Morgan Stanley 2007 - 2008
Standard & Poor's 2002 - 2007
Standard & Poor's 1997 - 2002
Reuters America 1990 - 1997
Merrill Lynch 1987 - 1990
Skills
Business Development, Start-ups, Strategy, Product Development, Product Management, Business Planning, Cross-functional Team..., Leadership, Equities, Investments, Sales, Finance, Investment Banking, Event Management, Marketing, Fixed Income, Management, Financial Services, Budgets, Asset Managment, Business Strategy
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Lafayette College 1983 — 1987
BA, Economics & Business
Enterprise Technology Research June 2012 - Present
ThinkEquity LLC August 2010 - June 2012
Thomas Weisel Partners April 2008 - July 2010
Owenoke Capital Management October 2007 - March 2008
Thomas Weisel Partners March 2007 - October 2007
Merrill Lynch July 2005 - March 2007
Skills
Equity Research, Equities, Series 7, Hedge Funds, Financial Modeling, Bloomberg, Investment Banking, Valuation, Investments, Alternative Investments, Financial Analysis, Capital Markets, Trading, Equity Trading, Securities, Finance, Trading Systems
Education
Fordham Gabelli School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Merrill Lynch January 2010 - Present
Merrill Lynch April 2007 - December 2009
Lehman Brothers April 2002 - February 2007
Credit Suisse April 2001 - April 2002
Citi December 1991 - April 2001
Chase May 1986 - November 1991
Skills
Electronic Trading, Prime Brokerage, Program Trading, Market Structure, Trading Systems, Equities, Equity Trading, Hedge Funds, Trading System, Capital Markets, Series 7, Low Latency, Proprietary Trading, Series 24, High Frequency Trading
Education
Fordham Gabelli School of Business 1997 — 1999
NYSE Regulation 2013 - 2015
New York Stock Exchange 2009 - 2013
New York Stock Exchange 2007 - 2009
New York Stock Exchange 2004 - 2007
Beckett Law Group March 2003 - November 2003
Smith Barney January 2001 - October 2002
Merrill Lynch July 1999 - January 2001
Skills
Management, Equities, Financial Markets, Financial Analysis, Series 7, Capital Markets, Analytics, Investment Banking, Financial Modeling, Analysis, Portfolio Management, Fixed Income, Finance, Trading, Derivatives, Securities, Valuation
Education
Fordham Gabelli School of Business 2007 — 2010
MBA
Tufts University 1995 — 1999
BA
Merrill Lynch May 1998 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Portfolio Management, Series 63
Education
Florida State University - College of Business 1994 — 1998
Capital Markets Advisors August 2012 - Present
KBC Financial Products April 2006 - January 2012
Credit Suisse 1999 - 2004
Credit Suisse 1999 - 2004
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Investment Banking, Hedge Funds, Credit Derivatives, Equities, Equity Derivatives, Structured Products, Alternative Investments, Trading Systems, Settlement, Options, Product Control, Prime Brokerage, Trading, Bonds, Swaps, Financial Modeling, Interest Rate..., Series 7, Risk Management, Securities, Financial Markets, Financial Risk
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Manhattan College
BS, Finance
Standard & Poor's February 2011 - Present
Standard & Poor's April 1997 - Present
Merrill Lynch September 1995 - April 1997
Skills
Credit Analysis, Structured Finance, Securitization, Bonds, Loans, Insurance, Capital Markets, Ratings, Fixed Income, Finance, Financial Modeling
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance, Accounting
Hobart College 1990 — 1994
Bachelor of Arts (B.A.), Political Science
Barrington High School 1986 — 1990
Burr and Burton 1986 — 1990
UBS Wealth Management Americas August 2013 - Present
ING US October 2011 - June 2013
Wells Fargo Advisors March 2004 - October 2011
Merrill Lynch 1998 - 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Securities, Mergers & Acquisitions, Mutual Funds, Wealth Management, Capital Markets, Financial Services, Finance, Risk Management, Fixed Income, Analysis, Equities, Process Improvement, Business Strategy, Leadership, Strategy, Business Development, Management, Investments, Strategic Planning, Accounting, Asset Management, Corporate Finance, Financial Planning
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St. John's University
Advanced Professional Certification, Accounting
Goldman Sachs December 1985 - Present
Merrill Lynch January 1982 - November 1985
Options Clearing Corporation February 1981 - January 1982
Education
Fordham Gabelli School of Business 1996 — 2000
Habitat for Humanity of Washington, D.C. November 2008 - September 2013
Independent Consultant December 2006 - October 2008
Academy for Educational Development (AED) November 2005 - November 2006
IBM Business Consulting Services September 2002 - June 2005
PricewaterhouseCoopers January 1991 - September 2002
The World Bank 1988 - 1990
Merrill Lynch 1981 - 1988
National Association of Securities Dealers December 1979 - July 1981
Skills
Community Outreach, Capacity Building, Government Relations, Grants, Fundraising, Community Relations, Non-profits, Community Development, Economic Development, Leadership, Management Consulting, Nonprofits, Training, Proposal Writing, Program Management, Affordable Housing, International..., Policy, Due Diligence, Government, Program Development, Public Policy, Organizational..., Grant Writing, Workshop Facilitation, Policy Analysis, Management, Volunteer Management, NGOs, Community Engagement, Philanthropy, Board Development, Program Evaluation, Corporate Social..., Leadership Development, Local Government, Strategic Communications, Non-profit..., Governance, Social Entrepreneurship, Public Speaking, Strategic Planning, Sustainability, Conflict Resolution, Strategy, Microfinance, Public Relations, Politics, Event Planning, Authenticity
Education
Fordham University - Graduate School of Business Administration 1979 — 1980
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University at Albany, SUNY 1976 — 1978
B.S., Business Administration
Nassau Community College 1974 — 1976
A.A., Liberal Arts
APA Fund, LLP / DISFA Global, LLC May 2011 - Present
Hold Brothers On-Line Investment Services LLC April 2010 - June 2011
CarryQuote March 2009 - April 2010
Citigroup/Lava Technologies January 2005 - March 2009
JP Morgan Chase May 1999 - September 2002
Merrill Lynch May 1986 - May 1999
Skills
Statistical Arbitrage, Pattern Recognition, Trading Systems, Trading, Hedge Funds, Investments, Equities, Electronic Trading, Proprietary Trading, Equity Derivatives, FX trading, Equity Trading, Market Making, Financial Markets, Low Latency, Capital Markets, Trading Strategies, Options, Derivatives, Portfolio Optimization, Series 7, ETFs, Technical Analysis, Traders, Trading Technology, Risk Management, Market Data, Arbitrage, Program Trading, Fixed Income, Bloomberg, Financial Services, Buy-side, Commodity, Asset Management, Alternative Investments, FX Options, Hedging, Currency, Portfolio Management, Series 63, Mutual Funds, FINRA, Equity Research, Back Office
Education
Fordham Gabelli School of Business 1982 — 1985
MBA, Finance
St. John Fisher College 1976 — 1980
BS, Finance
UBS Investment Bank October 2014 - Present
Bank of America Merrill Lynch July 2011 - October 2014
Bank of America Merrill Lynch June 2008 - July 2011
Merrill Lynch September 2005 - June 2008
Goldman Sachs January 2000 - September 2005
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Finance, Corporate Finance, Prime Brokerage, Hedge Funds, Investment Banking, Bloomberg
Education
Hofstra University 1994 — 1998
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance/Accounting
St. Francis Prep
Goldman Sachs June 2013 - Present
Deloitte April 2010 - June 2013
Ardour Capital Investments August 2009 - April 2010
Credit Suisse August 2006 - December 2008
Morgan Stanley January 2006 - August 2006
Merrill Lynch September 2005 - January 2006
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Fixed Income, Investment Banking, Investments, Equity Research, Equities, Capital Markets, Business Strategy, Derivatives, Hedge Funds, Bloomberg Terminal
Education
Peking University 2009 — 2010
MBA, Finance
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance and Marketing
CXN Real Estate Services, LLC March 2010 - Present
DECA Real Estate Advisors, LLC November 2007 - March 2010
Merrill Lynch August 2004 - November 2007
Merrill Lynch Capital 2004 - 2007
Velocity Consulting June 2001 - March 2004
Wien and Malkin, LLP February 2000 - June 2001
AquaTerra August 1997 - December 1998
New York State Department of Transportation November 1994 - August 1997
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Temple University 1989 — 1994
BS, Civil Engineering
Morgan Stanley September 2007 - Present
HSBC February 2005 - September 2007
Merrill Lynch June 1997 - November 2004
Skills
Alternative Investments, Fund Administration, Hedge Funds, Fund Of Funds, Transfer Agency, Fund Accounting, Mutual Funds, Securities, Bloomberg, AML, Private Equity, Back Office, Valuation, Portfolio Management, Investments, Financial Structuring
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Long Island University 1986 — 1989
Bachelor of Science, Accounting
Merrill Lynch March 2004 - May 2007
WestLB November 2002 - January 2004
Bank Brussels Lambert January 2001 - October 2001
Skills
Portfolio Management, Investments, Capital Markets, Emerging Markets, Corporate Finance, Investment Banking, Equities
Education
Fordham Gabelli School of Business 1996 — 1998
New York University
SCPS Certificate, Global Affairs
Scotia Capital October 2009 - Present
Wachovia Global Securities Lending January 2004 - October 2009
Metropolitan West Securities October 1999 - December 2003
Merrill Lynch July 1997 - October 1999
Fischer Francis Trees & Watts, LLP February 1995 - September 1996
Kidder Peabody June 1991 - February 1995
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance/Marketing
Fordham University 1987 — 1991
BS, Finance
Xaverian High School 1983 — 1987
Immaculate Heart of Mary
BlackRock December 2011 - Present
BlackRock July 2008 - December 2011
Merrill Lynch October 1995 - June 2008
Arthur Anderson 1992 - 1995
Skills
Accounting, IFRS, Financial Accounting, Consolidation, Investments, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Capital Markets, SEC filings, Asset Managment, Financial Reporting, Equities, Hedge Funds, Private Equity
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Villanova University 1988 — 1992
Accounting
BlackRock September 2014 - Present
General Electric October 2013 - September 2014
Financial Accounting Standards Board August 2011 - September 2013
General Electric July 2007 - July 2011
KPMG LLP February 2003 - July 2007
Merrill Lynch September 2001 - December 2002
KPMG LLP October 1995 - July 1999
Skills
Financial Accounting, Corporate Finance, US GAAP, IFRS, Financial Reporting, Mergers & Acquisitions, SEC filings, Internal Controls, Business Valuation, Sarbanes-Oxley Act, Tax, Auditing, Finance, SEC Filings, Financial Modeling, GAAP
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA, Finance, 3.9/4.0
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Fordham University - Graduate School of Business Administration 2004 — 2005
Certificate in Taxation
Manic Ceramics March 2008 - Present
Hamilton Cavanaugh & Associates September 2008 - January 2011
Interstate Financial Group, Inc November 1997 - November 2007
Merrill Lynch January 1983 - March 1985
International Paper Company January 1976 - December 1983
Eastdil Healthcare Funding Inc July 1973 - January 1976
Skills
Investments
Education
CUNY - Queens College
BA, psychology
Fordham Gabelli School of Business
MBA, Finance
Merrill Lynch March 2009 - Present
Merrill Lynch February 2006 - January 2010
Merrill Lynch September 2003 - February 2006
Merrill Lynch May 2000 - September 2003
Deutsche Bank December 1995 - April 2000
Price Waterhouse May 1994 - December 1995
KPMG Peat Marwick July 1993 - May 1994
Skills
Project Management, Business Relationship..., Banking, Business Development, Business Planning, CRM, Cross-functional Team..., Financial Services, Forecasting, Leadership, Management, Marketing Strategy, Product Management, Strategy, Team Building
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
University at Albany, SUNY 1990 — 1993
BS, Accounting
HSBC Securities July 2010 - Present
Morgan Stanley May 2006 - February 2008
ABN AMRO October 2003 - May 2006
Merrill Lynch July 1999 - September 2003
Skills
Capital Markets, Investment Banking, Corporate Finance, Financial Structuring, Debt Restructuring, High Yield, Restructuring, Finance, Banking, Financial Institutions, Credit, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2009 — 2014
MBA, Finance and Accounting
University of St. Andrews 1995 — 1999
MA, Economics and Management
Radley College 1990 — 1995
Glen Rock High School 2013 - Present
Hennion & Walsh, Inc. July 2007 - June 2013
Sound Financial Advice, LLC September 2003 - June 2007
Merrill Lynch 1999 - 2003
Curtis Circulation Company 1998 - 1999
Ziff Davis Publishing Company 1988 - 1998
Skills
ETFs, Hedge Funds, Options, Risk Management, Retirement, Financial Advisory, Bonds, Derivatives, Valuation, Series 7
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, Finance Major, Marketing, Management, TQM
The George Washington University 1982 — 1986
Bachelor's degree, BA International Affairs
Indian Hills HS 1979 — 1982
JPMorgan Chase October 2005 - May 2015
PMI New York City 2006 - 2015
PMI New York City 2006 - 2015
Credit Suisse May 2004 - October 2005
AllianceBernstein February 2002 - May 2004
Merrill Lynch 2000 - 2001
Citibank November 1985 - May 2000
Fordham University 1993 - 1997
Skills
IT Strategy, Budgets, Forecasting, Management, Strategy, Banking, Data Warehousing, Mergers & Acquisitions, Business Analysis, Has ability to focus on..., Budget, SDLC, Project Management, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Information Technology
Fordham University 1977 — 1981
Bachelor of Arts (B.A.), Biochemistry, 3.5
State Street 2011 - Present
Merrill Lynch 2010 - 2010
Tremont Group Holdings, Inc. 2005 - 2009
Tremont Group Holdings, Inc. 2003 - 2005
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Analysis, Investments, Leadership, Financial Risk, Fixed Income, Equities, Risk Management, Financial Modeling, Private Equity, Asset Managment, Valuation, Bloomberg, Due Diligence, Financial Analysis, Financial Services, Finance, Mutual Funds, Investment Management, Strategy, Management, Asset Management, CRM, Economics
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (M.B.A.), Finance & Accounting
Loyola University Maryland 1999 — 2003
Bachelor's Degree, Finance
Iona Preparatory School
High School
Florida Homes and Condominiums June 2013 - Present
Florida Homes and Condominiums May 2013 - Present
Fidelity Funding Mortgage Corp. February 2013 - Present
Merrill Lynch 2011 - 2012
JP Morgan Chase 1999 - 2008
Skills
Mortgage Lending, Loans, Loan Origination, Credit, Portfolio Management, Mortgage Banking, Banking, Credit Analysis, Investments, Refinance, Residential Mortgages, Sales, FHA, Commercial Lending, VA loans, Underwriting, Consumer Lending, Finance, Reverse Mortgages, Relationship Management, Mortgage Underwriting, Credit Risk, FHA financing, Cross Selling, Construction Loans, Funding, Commercial Banking, Real Estate Financing, Certified Mortgage..., Financial Services, Loan Servicing, Mortgage Servicing, Home Equity Lines of..., Loss Mitigation, Government Loans, Financial Risk, Wealth Management, Retirement Planning, Retail Banking, USDA, Investment Advisory, Strategic Financial..., Series 7, Mutual Funds
Education
Florida State University - College of Business
BS, Banking and Finance
Merrill Lynch February 2014 - Present
Merrill Lynch June 2012 - February 2014
Merrill Lynch 2007 - June 2012
Merrill Lynch 2005 - 2007
Merrill Lynch 2002 - 2005
Skills
Risk Management, Marketing, Management, Customer Service
Education
Florida State University - College of Business 1997 — 2001
Bachelor of Science (B.S.), Marketing
Sentinel Brokers Company, Inc. January 1996 - Present
Nassau Community College December 2006 - Present
SUNY Cortland Alumni Association June 2014 - Present
University of Phoenix January 2004 - Present
Merrill Lynch December 1993 - October 1996
UBS (PaineWebber) May 1989 - December 1993
Skills
Teaching, Public Speaking, Higher Education, Social Media, Fundraising, Social Networking, Event Planning, PowerPoint, Public Relations, Staff Development, Strategic Planning, Securities, Finance, Series 7, Investments, Advertising, Bonds, Equities, Trading
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
State University of New York College at Cortland 1983 — 1987
Bachelor of Arts (B.A.), Economics
NYU Langone Medical Center August 2014 - Present
Central National Division January 2013 - July 2014
A&L Fabrications Corporation January 2009 - January 2013
American International Group Inc October 2007 - December 2008
Northwestern Mutual Financial Network May 2007 - October 2007
Merrill Lynch January 2007 - May 2007
Skills
Bloomberg, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Spanish, Microsoft Office, QuickBooks, Russian, Projects, Photoshop, Analysis, Insurance, Financial Services, Strategy, Financial Modeling, Data Analysis, Program Management, Strategic Planning, Project Management, Access, Finance, Financial Analysis, Management
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
M.B.A., Finance/Accounting
New York University, College of Arts & Science 2004 — 2008
Bachelor of Arts, Academics; Economics and History
Solomon Page Group 2009 - Present
Rhodes Associates 2006 - 2009
Alliance Consulting LTD 2000 - 2006
Merrill Lynch 1999 - 2000
Alliance 1997 - 1998
Skills
Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Alternative Investments, Portfolio Management, Latin America..., Energy Investments, Distressed & Special..., Investments, Private Equity, Valuation, Risk Management, Equities, Bonds, Finance, Private Banking, Financial Modeling, Executive Search, Banking, Commodity, Financial Risk, Structured Products, Hedge Funds, Asset Management, Strategy, Trading, Mergers & Acquisitions, Financial Structuring, Financial Services, Financial Advisory, FX Options, Financial Markets
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance
New York University
Financial Engineering
Fordham University 1997 — 2001
BS, Finance/Economics
Don Bosco Prep High School, Ramsey
Citi January 2007 - June 2010
Merrill Lynch July 2004 - December 2006
American International Group January 2002 - July 2004
Education
Fordham Gabelli School of Business 2010 — 2012
Master of Business Administration (MBA)
Georgia Institute of Technology 1994 — 1999
BS
Merrill Lynch Vice PresidentJP Morgan Chase1993 - 2005
Morgan Stanley 1988 - 1993
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance. Professional Accounting
Northeastern University 1983 — 1988
B.S., Finance. Economics
Dun & Bradstreet November 2013 - Present
AIG 2007 - 2013
Deutsche Bank 2003 - 2007
Merrill Lynch 2000 - 2003
Cantor Fitzgerald 1997 - 2000
Skills
Equities, Fixed Income, Financial Modeling, Bloomberg, Financial Analysis, Risk Management, Corporate Finance, Financial Services
Education
Fordham Gabelli School of Business 2003 — 2007
MBA, Finance
Villanova University 1993 — 1997
B.S., Accounting
Chaminade High School 1989 — 1993
Bank of America December 2008 - Present
Merrill Lynch 1990 - 2008
Merrill Lynch 1985 - 2008
Skills
Series 7, Wealth Management, Equities, Fixed Income, Securities, Series 63, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Capital Markets, Asset Management, Mutual Funds, Investment Banking, Financial Services
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
University of Connecticut 1981 — 1985
BA, Economicas
J.P. Morgan August 2012 - Present
JPMorgan Asset Management March 2005 - Present
UBS Global Asset Management 2002 - 2005
Merrill Lynch 1998 - 2002
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance, General
Syracuse University 1989 — 1993
Bachelor of Arts (BA)
Circle Advisers, Inc. April 2014 - Present
SeaCrest Wealth Management January 2009 - April 2014
Merrill Lynch 2001 - 2009
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Finance
Hobart and William Smith Colleges 1984 — 1988
BS, Economics, Poli Sci
Byram Hills High School
Vibe Theory Music, Inc 2009 - Present
Merrill Lynch June 2007 - June 2008
Education
Fordham Gabelli School of Business 2006 — 2007
MBA, Finance
Fordham University 2002 — 2006
BS/BA, Marketing
HSBC June 2014 - Present
Morgan Stanley February 1997 - Present
Merrill Lynch September 1993 - February 1997
Skills
Equity Research, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Portfolio Management, Financial Modeling, Derivatives, Investment Banking, Valuation, Investments, Mutual Funds, Series 7, series 16
Education
Fordham Gabelli School of Business 1982 — 1986
MBA, Finance
Trinity University-Washington 1975 — 1979
BA, Economics
Credit Suisse April 2013 - Present
AIG June 2011 - April 2013
Merrill Lynch March 2010 - June 2011
UBS Wealth Management January 2001 - April 2009
UBS Financial Services Inc 2001 - 2009
PaineWebber Inc 1986 - 2001
PepsiCo January 1982 - December 1986
Skills
Fixed Income, Project Management, Strategy, Equities, Leadership, Requirements Analysis, Budgets, IT Management, PMO, Management, Project Delivery, Mergers & Acquisitions, Financial Risk, Trading Systems, SDLC, Software Project..., Risk Management, Capital Markets, Disaster Recovery, Financial Services, Business Analysis, Vendor Management, Project Portfolio..., Business Intelligence, Program Management, Portfolio Management, IT Strategy
Education
Fordham Gabelli School of Business 1984 — 1989
MBA, Finance
Purchase College, SUNY 1979 — 1982
BS, Mathematics and Computer Science
Bank of America 2009 - Present
Merrill Lynch 2000 - 2009
Skills
Project Management, Project Portfolio..., SDLC, PMO, Infrastructure, Vendor Management, Risk Management, IT Strategy, Business Analysis, Fixed Income, PMP, Trading Systems, Investment Banking, Enterprise Architecture, Program Management, Disaster Recovery, Equities, Change Management, Business Continuity, Integration, Software Project..., SharePoint, Data Center, ITIL, Governance, Banking, IT Management, Portfolio Management, MS Project, Business Process...
Education
Fordham Gabelli School of Business
MBA, Finance
Fordham Gabelli School of Business
MS, Information Systems
Magellan Asset Management Limited August 2015 - Present
Saguenay Strathmore Capital January 2013 - June 2015
Saguenay Strathmore Capital, LLC September 2011 - December 2012
Saguenay Capital, LLC 2005 - September 2011
Canadian Imperial Bank of Commerce 2000 - 2005
Merrill Lynch 1994 - 2000
Greenwich Capital Markets 1992 - 1994
Bankers Trust 1989 - 1992
Salomon Brothers 1988 - 1989
Citicorp 1986 - 1988
Skills
Fund Of Funds, Investment Advisory, Alternative Investments, Financial Analysis, Due Diligence, Investment Banking, Investment Strategies, Strategic Financial..., Portfolio Management, Mutual Funds, Corporate Finance, Fund Administration, Hedge Funds, High Net Worth..., Financial Audits, Mergers & Acquisitions, Banking, Financial Services, Capital Markets, Emerging Markets, Risk Management, Investments, Asset Management, Trading, Strategy, Financial Markets, Private Equity, Economics, Managerial Finance, Securities, Asset Allocation, Fixed Income, Valuation, Derivatives, Equities, Investor Relations, Structured Products, Investment Management, Bloomberg, Bonds, Financial Modeling, Fund Accounting, Management, Finance, Accounting
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance/Management Systems
The Bank of New York Mellon July 2001 - Present
KPMG Consulting June 1999 - June 2001
kpmg 1999 - 2001
kpmg 1999 - 2001
Salomon Smith Barney June 1994 - February 1999
Merrill Lynch February 1992 - June 1994
ernst & young 1989 - 1993
Ernst & Young June 1989 - February 1992
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, Hedge Funds, Investment Banking, Management, Portfolio Management, Financial Services
Education
Fordham University 1981 — 1985
BA, Accounting
Fordham University - Graduate School of Business Administration
MBA
Conductor, Inc. April 2015 - Present
Harvard Maintenance July 2013 - April 2015
Amazon October 2012 - June 2013
Amazon October 2011 - October 2012
Amazon November 2009 - October 2011
Merrill Lynch January 2009 - May 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equity Research, Bloomberg, Finance, Investment Banking, Capital Markets, Portfolio Management, Strategic Financial..., Microsoft Office, Microsoft Excel, Access Database, SQL, Oracle, Operations Management, Six Sigma, Business Analysis, Project Management, Visio, Workflow Management, Kaizen, Data Warehousing, Data Mining, Metrics Reporting, Accounts Payable, Accounts Receivable, Payroll, SOX Compliancy, SOX 404, Internal Controls, Controllership Functions, Compliance, Vendor Relationships, Invoice Finance, Management, General Ledger, Balance Sheet, Operational Risk..., Internal Audit, Secure CRT, PowerPoint, Microsoft Word, Analytics, Customer Service, Outsourcing, Quality Assurance, Research, Vendor Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Loyola College in Maryland 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Jennison Associates LLC August 2010 - Present
Bridgewater Associates 2004 - 2009
Merrill Lynch 2003 - 2004
Skills
Hedge Funds, Alternative Investments, Derivatives, Asset Allocation, Analysis, Securities Regulation, Risk Management, Microsoft Office, Management, Customer Service, Microsoft Excel, Strategic Planning
Education
Fordham Gabelli School of Business 1998 — 2002
Bachelor of Science (BS), Business Administration: Finance and Information Systems Concentrations
BlackRock April 2014 - Present
BlackRock September 2006 - March 2014
Merrill Lynch Investment Managers September 2000 - September 2006
Merrill Lynch June 1999 - September 2000
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance, Accounting, 3.97
University of California, San Diego 1994 — 1999
BS, Major: Economics: Management Science, Minor: Chemistry
Ken Kilen Sound Design June 2010 - Present
Foothill College August 2009 - June 2013
Wright Therapy Products 2001 - 2003
Merrill Lynch 1985 - 1992
Planning Economics Group - PEG 1984 - 1985
Weyerhaeuser Company 1974 - 1981
Skills
Pro Tools, Audio Engineering, Composition, Management, Audio Editing, Sound, Strategic Planning, Sound Design, Audio Post Production, Product Development, Studio Recording, Recording, Music Production, Music Industry
Education
Foothill College 2008 — 2011
Associate of Arts (AA)
Harvard Business School 1981 — 1983
MBA
Pacific Lutheran University 1969 — 1973
BS
Merrill Lynch October 2008 - Present
Massey Quick & Co., LLC 2004 - 2008
Goldman Sachs 1995 - 2004
Price Waterhouse Coopers 1990 - 1994
Education
Fordham Gabelli School of Business 1992 — 1996
MBA
Fordham University 1986 — 1990
BA, Economics
Well Fargo Bank December 2014 - Present
Wells Fargo Securities October 2009 - September 2013
Merrill Lynch 2006 - 2009
Skills
Financial Analysis, Research, Investments, Public Speaking, Event Planning, Microsoft Office, Financial Modeling, Event Management, Microsoft Word, Valuation, Administration, Project Management, Visio, Organization, Time Management
Education
Foothill College
Long Beach City College
UBS Financial Services March 2012 - Present
Barclays Capital October 2009 - December 2011
Merrill Lynch 2005 - 2009
Merrill Lynch 2005 - 2009
Daiwa Securities 2004 - 2009
Daiwa Securities 2004 - 2009
Daiwa Securities 2004 - 2009
Skills
Investments, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Portfolio Management, Financial Modeling, Investment Banking, Equity Research, Asset Management, Financial Analysis, Alternative Investments, Series 7, Valuation, Asset Managment, Emerging Markets
Education
Chaminade H.S.
Fordham Gabelli School of Business
University of North Carolina at Chapel Hill
Citi March 2013 - Present
Bank of America Merrill Lynch May 2010 - March 2013
Bank of America Merrill Lynch April 2009 - May 2010
Merrill Lynch November 2008 - April 2009
Merrill Lynch February 2007 - November 2008
Merrill Lynch February 2007 - November 2008
Merrill Lynch September 2005 - February 2007
Merrill Lynch January 2002 - September 2005
Merrill Lynch October 1998 - January 2002
Credit Lyonnais December 1997 - October 1998
Skills
Fixed Income, Finance, Capital Markets, Derivatives, Bloomberg, Securities, Business Analysis, Alternative Investments, Financial Modeling, Financial Analysis, Bonds, Financial Services, Investment Banking, Credit Derivatives, Financial Reporting, Trading, Project Management, Project Coordination, Structured Products, Banking, Financial Markets, Bloomberg Terminal, Valuation, Options, Middle Office, Project Delivery, Project Planning, Product Control, Sungard GMI, Subledger Accounting, Oracle General Ledger, General Ledger, Price Testing, BRDs, FRD, Data Modeling, Logical Data Modeling, Physical Data Modeling
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance & Management, 3.9
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BA, Accounting, Undergraduate College
Francis Lewis High School 1989 — 1992
High School, 10-12
Ryan Junior HS 1987 — 1989
Junior High School, 7-9
PS 26 1980 — 1987
Elementary, K-6
The Switch March 2014 - Present
Self-Employed August 2012 - March 2014
Merrill Lynch January 2006 - May 2012
Merrill Lynch January 2004 - January 2006
Merrill Lynch May 1999 - January 2004
Prudential Financial April 1997 - May 1999
Princeton Capital Finance Company April 1993 - October 1996
Chemical Bank 1987 - 1992
Skills
Series 66, Series 7, Series 24, Hedge Funds, Private Equity, Managed Futures, Alternative Investments, Salesforce.com, Six Sigma, Project Management, CRM, Strategy, Risk Management, Fund Of Funds, Mutual Funds, Uniform Combined State..., Investments, Wealth Management
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (MBA), Finance/International Business
Moravian College 1981 — 1987
Bachelor of Business Administration (B.B.A.)
Montgomery High School
J.P. Morgan May 2015 - Present
Roosevelt management company April 2014 - May 2015
The Economist December 2011 - August 2013
Apax Partners January 2011 - December 2011
Infosys October 2003 - January 2008
Merrill Lynch August 2002 - October 2003
Skills
Financial Modeling, Financial Analysis, Forecasting, Finance, Budgets, Financial Reporting, Business Analysis, Strategy, Government Liaison, Budgeting, Analysis, Accounting, PeopleSoft, Product Development, Hyperion Enterprise, Project Management, Valuation, Hyperion, Salesforce.com, Interest Rates, Mortgage Industry, Mortgage Banking, Performance Dashboards
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Science (MS)/MBA, Management and Systems, 3.9
Fordham University - Graduate School of Business Administration 2008 — 2010
MBA, Finance & Accounting
Morgan Stanley Smith Barney December 2008 - Present
Merrill Lynch March 2004 - December 2008
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1997 — 2002
Terry College of Business July 2013 - Present
OPTION Model and Media 2014 - Present
Directions USA 2013 - Present
BOS Development 2012 - Present
Freddie Mac August 2011 - April 2012
TD Bank USA August 2010 - September 2011
Merrill Lynch April 2007 - July 2008
Bear Stearns June 2004 - June 2006
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Private Equity, Asset Management, Commercial Real Estate, Due Diligence, Financial Analysis, Investments, Corporate Finance, Credit, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Real Estate
University of Georgia - Terry College of Business 2013 — 2017
Doctor of Philosophy (PhD), Business Administration with Concentration in Real Estate Economics and Finance
Florida State University - College of Business 2000 — 2004
B.S., Finance, Accounting
BDO USA, LLP September 2011 - Present
Eisner LLP May 2010 - January 2011
Merrill Lynch August 2009 - February 2010
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Public Accounting
Fordham University 2007 — 2011
BS, Applied Accounting and Finance
Merrill Lynch 2013 - Present
Merrill Lynch 2005 - 2013
Merrill Lynch 2000 - 2005
Bank of America 1994 - 2000
JP Morgan Chase 1986 - 1994
Education
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Oswego
BS, Business Administration/Economics
www.jeffhaspel.com March 2003 - Present
Self Employed/Wilbanks Securities March 2003 - Present
Merrill Lynch July 1998 - January 2001
Dean Witter January 1989 - July 1998
Skills
Problem Solving, Financial Planning, Account Management, Public Speaking, Fundraising, Budgets, Strategic Planning, Non-profits, Public Relations, Retirement Planning, Wealth Management, Investments, Customer Service, Event Planning, Asset Allocation, Series 7, Mutual Funds, Research, Event Management, Social Media, Portfolio Management, 401k, Estate Planning, Equities, Nonprofits, Series 63, Finance, Securities, Fixed Annuities, Investment Advisory, Retirement, Small Business, Life Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance, Strategic Financial..., Financial Planners, Marketing, Insurance, Management
Education
University of Oregon 1973 — 1975
BS, Broadcast Communications
Foothill College 1972 — 1973
AA, journalism
West Los Angeles College 1971 — 1972
humanities
TIAA-CREF 2007 - Present
Swiss Re 2002 - 2007
Allegheny Energy 2001 - 2002
Merrill Lynch 1996 - 2001
Ernst & Young 1990 - 1995
Skills
Structured Finance, Portfolio Management, Risk Management, Financial Analysis, Market Risk, Due Diligence, Financial Risk, Investments, Credit Risk, Capital Markets, Fixed Income, Derivatives, Credit, Financial Services
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1988 — 1992
BS, Accounting
KGS-Alpha Capital Markets, L.P. June 2011 - Present
Merrill Lynch March 2007 - April 2011
Citigroup July 1997 - March 2007
Skills
Fixed Income
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Marketing and Finance
Rutgers University 1987 — 1991
BA, Political Science and History
QBE North America November 2013 - Present
AXA Seguros (AXA Mexico) June 2012 - June 2013
AXA Equitable July 1998 - June 2013
Mortgage Backed Securities Clearing Corporation (MBSCC) July 1995 - June 1998
Smith Barney January 1994 - June 1995
Merrill Lynch June 1988 - May 1994
Skills
PMO, SDLC, Project Portfolio..., Requirements Gathering, Project Delivery, Software Project..., PMP, IT Strategy, Vendor Management, Business Requirements, Requirements Analysis, Business Analysis, Business Process..., Visio, CMMI, User Acceptance Testing, Resource Management, Enterprise Architecture, IT Management, Systems Analysis, MS Project, Program Management, Financial Services, Project Management, Process Improvement, Management, Project Planning, Quality Assurance, Risk Management, Governance, Cross-functional Team..., Outsourcing, Leadership, Business Process, Team Leadership, Integration, Agile Project Management
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Baruch College 1982 — 1983
Computer Programming - Continuing Studies, Computer Programming
SUNY New Paltz 1979 — 1982
Bachelor of Science (BS), Business Administration and Management, General
New York State 2009 - Present
Merrill Lynch 2004 - 2009
US Trust Company of New York 1997 - 2002
Education
Fordham University - Graduate School of Business Administration 1989 — 1994
MBA, Finance
Fordham Law School 1983 — 1986
JD
SUNY Albany 1979 — 1983
BA, HISTORY
Everest University September 2009 - Present
Jefferson Wells January 2008 - September 2009
Bernstein Global Wealth Management August 2006 - January 2008
Accenture March 2004 - August 2006
Merrill Lynch August 1997 - March 2004
New York Yankees & St. Louis Cardinals June 1992 - April 1997
Skills
Financial Analysis, Investments, Business Development, Management Consulting, Process Improvement, Project Management, Investment Management, Strategic Planning, Leadership
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1989 — 1994
Bachelor of Science, Management
Credit Suisse March 2014 - Present
Deutsche Bank Securities April 1997 - June 2004
Merrill Lynch November 1979 - March 1997
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Equities, Structured Products, Portfolio Management, Banking, Hedge Funds, Corporate Finance, Valuation, Private Banking
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services
St. John's University 1968 — 1972
Bachelor of Science (BS), Accounting