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
Alicia Hunter Alicia Hunter Orange Park, Florida Details
Alicia Hunter's Merrill Lynch Experience May 2013 - Present
Job Incentive Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Alan Samaha, CFP®, CRPC® Alan Samaha, CFP®, CRPC® Clovis, California Details
Alan Samaha, CFP®, CRPC®'s Merrill Lynch Experience October 2013 - Present
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
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

Joshua Leung Joshua Leung San Francisco Bay Area Details
Joshua Leung's Merrill Lynch Experience June 2012 - August 2012
Job Marketing Communications Specialist at Medrio
Industry Marketing and Advertising
Experience
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

Rhonda Deeney Rhonda Deeney Chesterfield, Missouri Details
Rhonda Deeney's Merrill Lynch Experience January 1980 - October 2008
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Bill Mueller Bill Mueller Greater New York City Area Details
Bill Mueller's Merrill Lynch Experience 1995 - 1998
Job Deputy Chief Compliance Officer at ACE Life International
Industry Insurance
Experience
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

Antonio Paluseo Antonio Paluseo New York, New York Details
Antonio Paluseo's Merrill Lynch Experience April 2005 - June 2006
Job Advisory | Financial Services Office at EY
Industry Capital Markets
Experience
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

Carla Stiassni Carla Stiassni Orange County, California Area Details
Carla Stiassni's Merrill Lynch Experience 1979 - 1984
Job Independent Real Estate Professional
Industry Real Estate
Experience
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

Caroline Dahlgren Caroline Dahlgren Greater New York City Area Details
Caroline Dahlgren's Merrill Lynch Experience May 2008 - September 2008
Job Assistant Manager Tiffany & Co. Global Marketing Consumer Insights
Industry Retail
Experience
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

Erin Cavanagh, CAIA Erin Cavanagh, CAIA Greater New York City Area Details
Erin Cavanagh, CAIA's Merrill Lynch Experience July 1994 - October 2002
Job Fund Accounting
Industry Financial Services
Experience
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

Patricia (Patricia Nee) Ollom Patricia (Patricia Nee) Ollom Greater New York City Area Details
Patricia (Patricia Nee) Ollom's Merrill Lynch Experience September 1985 - September 1987
Job Broker/Sales Associate & Assistant Manager Weichert Summit Office, Certified Staging Professional, Senior Move Manager
Industry Real Estate
Experience
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

David Goldberg David Goldberg Greater New York City Area Details
David Goldberg's Merrill Lynch Experience March 2010 - July 2011
Job Director at Corigin Ventures
Industry Venture Capital & Private Equity
Experience
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

Christopher Fontana Christopher Fontana Greater New York City Area Details
Christopher Fontana's Merrill Lynch Experience September 2012 - December 2012
Job Hedge Fund Accounting Intern at Fortress Investment Group
Industry Accounting
Experience
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

Tom Yacovino Tom Yacovino Greater Philadelphia Area Details
Tom Yacovino's Merrill Lynch Experience April 1987 - October 1993
Job President at Roster Financial
Industry Financial Services
Experience
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

Ethan Soskel Ethan Soskel Greater New York City Area Details
Ethan Soskel's Merrill Lynch Experience June 2011 - August 2011
Job Senior Program Manager at Empire State Development
Industry Financial Services
Experience
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

Jay Lugosch Jay Lugosch Greater New York City Area Details
Jay Lugosch's Merrill Lynch Experience 2003 - 2008
Job Director at CIBC World Markets
Industry Financial Services
Experience
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.

Chris Quartararo Chris Quartararo New York, New York Details
Chris Quartararo's Merrill Lynch Experience June 2004 - December 2004
Job Client Advisor at Deutsche Bank
Industry Financial Services
Experience
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

Bob Manning Bob Manning Greater New York City Area Details
Bob Manning's Merrill Lynch Experience April 2006 - January 2009
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jay Loftus Jay Loftus New York, New York Details
Jay Loftus's Merrill Lynch Experience 1982 - 2009
Job Global Sales Director at Marco Polo New World
Industry Financial Services
Experience
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

Christopher Ferrara Christopher Ferrara Greater New York City Area Details
Christopher Ferrara's Merrill Lynch Experience June 1999 - June 2002
Job Wealth Management Advisor at Rockwell Global Capital, LLC
Industry Financial Services
Experience
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

Jason Buhlinger, CFE, CVA Jason Buhlinger, CFE, CVA Greater St. Louis Area Details
Jason Buhlinger, CFE, CVA's Merrill Lynch Experience January 2006 - May 2006
Job Manager at Brown Smith Wallace, Transaction Advisory and Litigation Support Services
Industry Accounting
Experience
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

Marty Varady Marty Varady Greater Detroit Area Details
Marty Varady's Merrill Lynch Experience May 1985 - September 1990
Job
Industry Automotive
Experience
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

James Suh James Suh Orange County, California Area Details
James Suh's Merrill Lynch Experience February 2012 - Present
Job Director, Regional Sales Manager
Industry Financial Services
Experience
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

Michael Varallo Michael Varallo New York, New York Details
Michael Varallo's Merrill Lynch Experience June 2006 - August 2007
Job Head of Digital, Content Marketing, & Social Media at Convergex
Industry Marketing and Advertising
Experience
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

Heather Henderson Heather Henderson New York, New York Details
Heather Henderson's Merrill Lynch Experience June 2006 - January 2009
Job Vice Chair Board of Directors at Abingdon Theatre Company
Industry Nonprofit Organization Management
Experience
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

Brett A. Diorio Brett A. Diorio New York, New York Details
Brett A. Diorio's Merrill Lynch Experience June 2010 - May 2013
Job Morgan Stanley Risk Management; MBA Candidate at Fordham University
Industry Financial Services
Experience
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

Jessie(Qianqian) Xu Jessie(Qianqian) Xu New York, New York Details
Jessie(Qianqian) Xu's Merrill Lynch Experience January 2012 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
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

Eleni Sfouggatakis Eleni Sfouggatakis Greater New York City Area Details
Eleni Sfouggatakis's Merrill Lynch Experience June 2005 - November 2007
Job
Industry Financial Services
Experience
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

C.J. Sevely C.J. Sevely Greater New York City Area Details
C.J. Sevely's Merrill Lynch Experience April 1989 - October 1995
Job President at Carole J. Sevely, LLC
Industry Legal Services
Experience
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

Nathan Kerr Nathan Kerr Greater New York City Area Details
Nathan Kerr's Merrill Lynch Experience February 1999 - February 2004
Job
Industry Financial Services
Experience
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

Jonathan Conte Jonathan Conte Greater New York City Area Details
Jonathan Conte's Merrill Lynch Experience September 2007 - July 2009
Job Public Relations/Community Relations Manager at EnTech Engineering PC
Industry Public Relations and Communications
Experience
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

Ernie Perez Ernie Perez Greater New York City Area Details
Ernie Perez's Merrill Lynch Experience 1997 - 2002
Job Compliance/Technology Consultant at Citibank North America, Inc.
Industry Legal Services
Experience
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

Steven Romeo, MBA Steven Romeo, MBA New York, New York Details
Steven Romeo, MBA's Merrill Lynch Experience September 2010 - November 2011
Job CSG Strategy and Operations
Industry Information Technology and Services
Experience
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

Posie Constable Posie Constable Greater New York City Area Details
Posie Constable's Merrill Lynch Experience 1988 - 2008
Job Director, Clean Heat Finance at New York City Energy Efficiency Corporation (NYCEEC)
Industry Renewables & Environment
Experience
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

Alexandra Tovar Alexandra Tovar Greater New York City Area Details
Alexandra Tovar's Merrill Lynch Experience September 2008 - December 2008
Job Vice President at BankUnited
Industry Banking
Experience
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

Jack Grover Jack Grover Greater St. Louis Area Details
Jack Grover's Merrill Lynch Experience February 2013 - November 2013
Job Private Client Group at Stifel Financial Corp.
Industry Financial Services
Experience
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

Gabrielle Valiquette Gabrielle Valiquette Greater New York City Area Details
Gabrielle Valiquette's Merrill Lynch Experience 2005 - 2007
Job FullTime Mom / PartTime Attorney
Industry Law Practice
Experience
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

Nathan Buehler, PMP Nathan Buehler, PMP Greater St. Louis Area Details
Nathan Buehler, PMP's Merrill Lynch Experience January 2004 - May 2004
Job Project Controls/Scheduler at Ameren
Industry Utilities
Experience
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

Greg Speck, CEP Greg Speck, CEP Greater New York City Area Details
Greg Speck, CEP's Merrill Lynch Experience October 2010 - September 2013
Job Manager, Global Stock Plan Administration at Tyco
Industry Financial Services
Experience
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

Anthony D. Koulouris Anthony D. Koulouris Greater New York City Area Details
Anthony D. Koulouris's Merrill Lynch Experience January 1995 - September 1997
Job Entrepreneur and Investor
Industry Venture Capital & Private Equity
Experience
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

Diana Delaney Diana Delaney New York, New York Details
Diana Delaney's Merrill Lynch Experience May 1992 - March 1995
Job Senior Vice President Institutional Equity Sales at Drexel Hamilton
Industry Financial Services
Experience
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

Michael Hurley Michael Hurley Greater New York City Area Details
Michael Hurley's Merrill Lynch Experience 2001 - 2006
Job Director, Institutional Clients Group at Citigroup
Industry Financial Services
Experience
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

Danielle Cerrachio Danielle Cerrachio Greater New York City Area Details
Danielle Cerrachio's Merrill Lynch Experience May 2006 - August 2006
Job Strategic Communicator at Bloomberg & MBA Candidate at Fordham Gabelli School of Business
Industry Financial Services
Experience
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

James Cauchi James Cauchi Garden City, New York Details
James Cauchi's Merrill Lynch Experience June 2014 - August 2014
Job NYFS Tax: Asset Management Intern at KPMG US
Industry Accounting
Experience
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

Michelle Ciesielska Michelle Ciesielska Greater New York City Area Details
Michelle Ciesielska's Merrill Lynch Experience May 2011 - May 2012
Job Deal Advisory Associate at KPMG US
Industry Accounting
Experience
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

Joseph Vaccarelli Joseph Vaccarelli New York, New York Details
Joseph Vaccarelli's Merrill Lynch Experience January 2001 - May 2003
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
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

Angelo Zappala Angelo Zappala Glen Rock, New Jersey Details
Angelo Zappala's Merrill Lynch Experience June 2008 - Present
Job Senior Financial Advisor, Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Andrew Guidice Andrew Guidice Greater New York City Area Details
Andrew Guidice's Merrill Lynch Experience October 2008 - April 2010
Job Associate at PS Business Management LLC
Industry Financial Services
Experience
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

Jeffrey Larocca Jeffrey Larocca New York, New York Details
Jeffrey Larocca's Merrill Lynch Experience June 2011 - August 2011
Job Tax Associate at KPMG
Industry Accounting
Experience
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

Rhonda Deeney Rhonda Deeney Greater St. Louis Area Details
Rhonda Deeney's Merrill Lynch Experience October 1980 - December 2008
Job Sr. Registered Service Representative at Scottrade Bank
Industry Financial Services
Experience
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

Homayoon Khorram Homayoon Khorram Princeton Junction, New Jersey Details
Homayoon Khorram's Merrill Lynch Experience 1997 - 2000
Job System Analyst IT, at a few manfcturing and financial brokerage firms
Industry Information Technology and Services
Experience
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

William Finck William Finck West Palm Beach, Florida Area Details
William Finck's Merrill Lynch Experience June 2011 - August 2011
Job Solutions Driven. Customer Focused.
Industry Construction
Experience
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

Ed Jackenthal Ed Jackenthal Greater New York City Area Details
Ed Jackenthal's Merrill Lynch Experience 1998 - 2003
Job SVP, Business Support Executive Global Staffing at Bank of America
Industry Financial Services
Experience
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

Regina Sommese Regina Sommese New York, New York Details
Regina Sommese's Merrill Lynch Experience September 2007 - December 2007
Job Media Director at Discovery Communications
Industry Marketing and Advertising
Experience
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)

Edie Haughney, CIMA® Edie Haughney, CIMA® Suffern, New York Details
Edie Haughney, CIMA®'s Merrill Lynch Experience 1997 - 2010
Job Financial Advisor, Franchise Owner
Industry Financial Services
Experience
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

Jessica Ulbricht Jessica Ulbricht Greater New York City Area Details
Jessica Ulbricht's Merrill Lynch Experience June 2012 - August 2012
Job Senior Consultant at FactSet
Industry Financial Services
Experience
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

John J Scatigno, Jr. John J Scatigno, Jr. New York, New York Details
John J Scatigno, Jr.'s Merrill Lynch Experience May 2005 - August 2009
Job Consultant at RGP
Industry Financial Services
Experience
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

Bootri Tantisira Bootri Tantisira Greater New York City Area Details
Bootri Tantisira's Merrill Lynch Experience 1997 - 2000
Job Director at Duff & Phelps
Industry Financial Services
Experience
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

Avi Ryzman Avi Ryzman Greater New York City Area Details
Avi Ryzman's Merrill Lynch Experience February 1999 - June 1999
Job Managing Member at Croft Properties
Industry Logistics and Supply Chain
Experience
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

Ken Ennis Ken Ennis Greater New York City Area Details
Ken Ennis's Merrill Lynch Experience 1987 - 1990
Job Principal at kasina
Industry Financial Services
Experience
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

Brad LaScolea Brad LaScolea Greater New York City Area Details
Brad LaScolea's Merrill Lynch Experience July 2005 - March 2007
Job EVP & Head of Sales/Service, Enterprise Technology Research (ETR)
Industry Research
Experience
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

John Goeller John Goeller Greater New York City Area Details
John Goeller's Merrill Lynch Experience January 2010 - Present
Job Managing Director at Merrill Lynch
Industry Capital Markets
Experience
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

Jey Purushotham Jey Purushotham New York, New York Details
Jey Purushotham's Merrill Lynch Experience July 1999 - January 2001
Job
Industry Financial Services
Experience
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

Webb, Mark Webb, Mark Tallahassee, Florida Area Details
Webb, Mark's Merrill Lynch Experience May 1998 - Present
Job CFP at Merrill Lynch
Industry Financial Services
Experience
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

Christopher Paliotta Christopher Paliotta Greater New York City Area Details
Christopher Paliotta's Merrill Lynch Experience 1991 - 1998
Job Senior Consultant at Capital Markets Advisors
Industry Banking
Experience
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

Eric Hedman Eric Hedman Greater New York City Area Details
Eric Hedman's Merrill Lynch Experience September 1995 - April 1997
Job Analytical Manager North American Insurance Ratings at Standard & Poor's
Industry Capital Markets
Experience
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

Paul Dully Paul Dully Greater New York City Area Details
Paul Dully's Merrill Lynch Experience 1998 - 2002
Job Executive Director Finance at UBS Wealth Management Americas
Industry Financial Services
Experience
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

Anthony Spaltro Anthony Spaltro Greater New York City Area Details
Anthony Spaltro's Merrill Lynch Experience January 1982 - November 1985
Job Global Operations Risk Management at Goldman Sachs
Industry Financial Services
Experience
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

Dennis Smyth Dennis Smyth Washington D.C. Metro Area Details
Dennis Smyth's Merrill Lynch Experience 1981 - 1988
Job NonProfit Manager and Fundraiser
Industry Nonprofit Organization Management
Experience
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

Joe Reagan Joe Reagan Greater New York City Area Details
Joe Reagan's Merrill Lynch Experience May 1986 - May 1999
Job Global Head Sales and Trading APA Fund , LLP / DISFA Global , LLC
Industry Financial Services
Experience
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

Anthony Zahtila Anthony Zahtila Greater New York City Area Details
Anthony Zahtila's Merrill Lynch Experience September 2005 - June 2008
Job UBS Investment Bank
Industry Financial Services
Experience
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

Jennifer E. Clarke Jennifer E. Clarke Greater New York City Area Details
Jennifer E. Clarke's Merrill Lynch Experience September 2005 - January 2006
Job Investment Management Division at Goldman Sachs
Industry Investment Banking
Experience
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

Christopher O'Dea Christopher O'Dea Greater Chicago Area Details
Christopher O'Dea's Merrill Lynch Experience August 2004 - November 2007
Job at CXN Real Estate Services, LLC
Industry Real Estate
Experience
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

James Bruno James Bruno Greater New York City Area Details
James Bruno's Merrill Lynch Experience June 1997 - November 2004
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
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

Dennis Martselos Dennis Martselos Greater New York City Area Details
Dennis Martselos's Merrill Lynch Experience March 2004 - May 2007
Job International Affairs Professional
Industry International Affairs
Experience
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

Frank Ambrosi Frank Ambrosi Greater New York City Area Details
Frank Ambrosi's Merrill Lynch Experience July 1997 - October 1999
Job Director of Trading Scotia Capital Global Agent Lending
Industry Financial Services
Experience
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

Ann Shrekgast Cavanaugh Ann Shrekgast Cavanaugh Greater New York City Area Details
Ann Shrekgast Cavanaugh's Merrill Lynch Experience October 1995 - June 2008
Job Managing Director Global Head of Accounting Policy at BlackRock MBA, CPA
Industry Financial Services
Experience
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

Heather Harris Heather Harris Greater New York City Area Details
Heather Harris's Merrill Lynch Experience September 2001 - December 2002
Job Director Accounting Policy at BlackRock MBA, CPA
Industry Accounting
Experience
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

Halee Lanzet Halee Lanzet Greater New York City Area Details
Halee Lanzet's Merrill Lynch Experience January 1983 - March 1985
Job Financial Administration
Industry Financial Services
Experience
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

Kim Haviken (Messina) Kim Haviken (Messina) Greater Philadelphia Area Details
Kim Haviken (Messina)'s Merrill Lynch Experience March 2009 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
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

Jeremy Warren Jeremy Warren Greater New York City Area Details
Jeremy Warren's Merrill Lynch Experience July 1999 - September 2003
Job Director Head of Americas Liability Management at HSBC Securities
Industry Banking
Experience
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

Frank Manziano, CFA Frank Manziano, CFA Mahwah, New Jersey Details
Frank Manziano, CFA's Merrill Lynch Experience 1999 - 2003
Job Business Teacher at Glen Rock High School
Industry Education Management
Experience
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

Cynthia Connolly Cynthia Connolly New York, New York Details
Cynthia Connolly's Merrill Lynch Experience 2000 - 2001
Job Certified PMP
Industry Financial Services
Experience
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

Bernard Childs Bernard Childs New York, New York Details
Bernard Childs's Merrill Lynch Experience 2010 - 2010
Job Senior Associate at State Street
Industry Financial Services
Experience
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

Todd Eidenire Todd Eidenire Palm Beach, Florida Details
Todd Eidenire's Merrill Lynch Experience 2011 - 2012
Job complete and honest Real Estate Service
Industry Financial Services
Experience
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

Tim Riechmann Tim Riechmann Jacksonville, Florida Area Details
Tim Riechmann's Merrill Lynch Experience February 2014 - Present
Job AVP Bank & Vendor Relations Manager at Merrill Lynch
Industry Financial Services
Experience
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

Joseph Lawless Joseph Lawless Greater New York City Area Details
Joseph Lawless's Merrill Lynch Experience December 1993 - October 1996
Job Owner at Sentinel Brokers Company, Inc.
Industry Financial Services
Experience
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

Arthur Golnik Arthur Golnik Greater New York City Area Details
Arthur Golnik's Merrill Lynch Experience January 2007 - May 2007
Job Senior Supply Chain Analyst at NYU Langone Medical Center
Industry Financial Services
Experience
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

Edward Fernand Edward Fernand Greater New York City Area Details
Edward Fernand's Merrill Lynch Experience 1999 - 2000
Job Managing Director at Solomon Page Group,Financial Services Division,Executive Search & Advisory,Global Banking & Markets
Industry Financial Services
Experience
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

Adrian Lynch Adrian Lynch Greater New York City Area Details
Adrian Lynch's Merrill Lynch Experience July 2004 - December 2006
Job Financial Analyst at Barclays Investment Bank
Industry Financial Services
Experience
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

Barbara Walsh Barbara Walsh Greater New York City Area Details
Barbara Walsh's Merrill Lynch Experience Vice PresidentJP Morgan Chase1993 - 2005
Job Director at Merrill Lynch
Industry Financial Services
Experience
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

John Mundy John Mundy Greater New York City Area Details
John Mundy's Merrill Lynch Experience 2000 - 2003
Job Senior Financial Analyst at Dun & Bradstreet
Industry Insurance
Experience
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

Brian Spletzer Brian Spletzer Greater New York City Area Details
Brian Spletzer's Merrill Lynch Experience 1990 - 2008
Job Managing Director, Credit and Banking
Industry Financial Services
Experience
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

Jonathan Sherman Jonathan Sherman Greater New York City Area Details
Jonathan Sherman's Merrill Lynch Experience 1998 - 2002
Job Managing Director Client Portfolio Manager, US Equities at JPMorgan Asset Management
Industry Financial Services
Experience
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)

Charles Winston Charles Winston Greater New York City Area Details
Charles Winston's Merrill Lynch Experience 2001 - 2009
Job Financial Consultant at Circle Advisers, Inc.
Industry Financial Services
Experience
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

Albert Barabas Albert Barabas Brooklyn, New York Details
Albert Barabas's Merrill Lynch Experience June 2007 - June 2008
Job President, Vibe Theory Music, Inc
Industry Music
Experience
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

Catherine Warkala Catherine Warkala Greater New York City Area Details
Catherine Warkala's Merrill Lynch Experience September 1993 - February 1997
Job Supervisory Analyst at HSBC
Industry Financial Services
Experience
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

Dave Russo Dave Russo Greater New York City Area Details
Dave Russo's Merrill Lynch Experience March 2010 - June 2011
Job IT Delivery Manager Private Equity at Credit Suisse
Industry Financial Services
Experience
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

Prasan Singh Prasan Singh Greater New York City Area Details
Prasan Singh's Merrill Lynch Experience 2000 - 2009
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Roger Knudsen Roger Knudsen Greater New York City Area Details
Roger Knudsen's Merrill Lynch Experience 1994 - 2000
Job COO U.S. with Magellan Asset Management Limited
Industry Investment Management
Experience
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

Gino Petroni Gino Petroni Greater New York City Area Details
Gino Petroni's Merrill Lynch Experience February 1992 - June 1994
Job Managing Director at The Bank of New York Mellon
Industry Financial Services
Experience
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

Alexander Zaharioudakis Alexander Zaharioudakis New York, New York Details
Alexander Zaharioudakis's Merrill Lynch Experience January 2009 - May 2009
Job at
Industry Internet
Experience
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

John Spinola John Spinola Greater New York City Area Details
John Spinola's Merrill Lynch Experience 2003 - 2004
Job Vice President at Jennison Associates LLC
Industry Investment Management
Experience
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

Jay Liang Jay Liang Greater New York City Area Details
Jay Liang's Merrill Lynch Experience June 1999 - September 2000
Job Associate
Industry Investment Management
Experience
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

Kenneth Kilen Kenneth Kilen Redwood City, California Details
Kenneth Kilen's Merrill Lynch Experience 1985 - 1992
Job Owner at Ken Kilen Sound Design
Industry Music
Experience
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

Bill Supper Bill Supper Greater New York City Area Details
Bill Supper's Merrill Lynch Experience October 2008 - Present
Job Senior Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
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

emilie porter emilie porter San Francisco, California Details
emilie porter's Merrill Lynch Experience 2006 - 2009
Job Executive Assistant at Wells Fargo
Industry Banking
Experience
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

Dain Krisulevicz Dain Krisulevicz Greater New York City Area Details
Dain Krisulevicz's Merrill Lynch Experience 2005 - 2009
Job Executive Director of Asian Equities at UBS Financial Services
Industry Investment Banking
Experience
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

Neal Schack Neal Schack Greater New York City Area Details
Neal Schack's Merrill Lynch Experience November 2008 - April 2009
Job Senior Vice President at Citi
Industry Financial Services
Experience
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

Gennaro Timothy Faranetta Gennaro Timothy Faranetta Greater New York City Area Details
Gennaro Timothy Faranetta's Merrill Lynch Experience January 2006 - May 2012
Job Project Manager at The Switch
Industry Financial Services
Experience
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

Bhawani ​ Brian Singh Bhawani ​ Brian Singh New York, New York Details
Bhawani ​ Brian Singh's Merrill Lynch Experience August 2002 - October 2003
Job AVP at J.P. Morgan
Industry Financial Services
Experience
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

John Amorosa John Amorosa New York, New York Details
John Amorosa's Merrill Lynch Experience March 2004 - December 2008
Job Vice President Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Ryan Lowery Ryan Lowery Athens, Georgia Area Details
Ryan Lowery's Merrill Lynch Experience April 2007 - July 2008
Job Doctoral Student Business Administration at Terry College of Business University of Georgia
Industry Real Estate
Experience
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

Anna Hoi Yee Tang Anna Hoi Yee Tang New York, New York Details
Anna Hoi Yee Tang's Merrill Lynch Experience August 2009 - February 2010
Job Senior Tax Associate at BDO USA, LLP
Industry Accounting
Experience
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

Kevin Heaney Kevin Heaney Greater New York City Area Details
Kevin Heaney's Merrill Lynch Experience 2013 - Present
Job Director, Head of FX Trading & Solutions at Merrill Lynch
Industry Financial Services
Experience
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

Jeff Haspel Jeff Haspel Durango, Colorado Details
Jeff Haspel's Merrill Lynch Experience July 1998 - January 2001
Job Financial Advisor
Industry Investment Management
Experience
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

Brian Heffernan Brian Heffernan Greater New York City Area Details
Brian Heffernan's Merrill Lynch Experience 1996 - 2001
Job Managing Director at TIAACREF
Industry Financial Services
Experience
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

Carmine Pugliese Carmine Pugliese Greater New York City Area Details
Carmine Pugliese's Merrill Lynch Experience March 2007 - April 2011
Job Fixed Income Sales at KGSAlpha Capital Markets, L.P.
Industry Capital Markets
Experience
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

Candi Childers Candi Childers Greater New York City Area Details
Candi Childers's Merrill Lynch Experience June 1988 - May 1994
Job Program Manager at QBE North America
Industry Information Technology and Services
Experience
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

John Viti John Viti Greater New York City Area Details
John Viti's Merrill Lynch Experience 2004 - 2009
Job Associate Counsel at New York State
Industry Legal Services
Experience
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

Carlton Fleming Carlton Fleming Tampa/St. Petersburg, Florida Area Details
Carlton Fleming's Merrill Lynch Experience August 1997 - March 2004
Job Director at Everest University
Industry Education Management
Experience
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

James Bernard James Bernard Wyckoff, New Jersey Details
James Bernard's Merrill Lynch Experience November 1979 - March 1997
Job Director at Credit Suisse
Industry Banking
Experience
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

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