Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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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
Lyle Katz Lyle Katz's Merrill Lynch Experience 1989 - 1993
Job The only Mortgage Banker you will ever need
Industry Professional Training & Coaching
Experience
Wells Fargo July 2015 - Present
Evolve Bank and Trust 2010 - July 2015
Viacom August 1998 - January 2009
Amerada Hess July 1997 - August 1998
Bankers Trust 1994 - 1997
Merrill Lynch 1989 - 1993
The Chase Manhattan Bank September 1988 - October 1989
Skills
Finance, Risk Management, Budgets, Business Strategy, Process Improvement, Analysis, Cash Management, Financial Modeling, Corporate Finance, Treasury Management, Financial Analysis, Treasury, Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Mortgage Servicing, Mortgage Marketing, Jumbo Mortgage, Loan Origination, Loan Servicing, Home Equity Loans, Networking, Social Networking, Business Networking, Presenter, Executive Coaching, Business Coaching, Dynamic Speaker, Engaging Public Speaker, Experienced Speaker, Persuasive Speaker
Education
Fordham University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Wells Fargo July 2015 - Present
Evolve Bank and Trust 2010 - July 2015
Viacom August 1998 - January 2009
Amerada Hess July 1997 - August 1998
Bankers Trust 1994 - 1997
Merrill Lynch 1989 - 1993
The Chase Manhattan Bank September 1988 - October 1989
Skills
Finance, Risk Management, Budgets, Business Strategy, Process Improvement, Analysis, Cash Management, Financial Modeling, Corporate Finance, Treasury Management, Financial Analysis, Treasury, Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Mortgage Servicing, Mortgage Marketing, Jumbo Mortgage, Loan Origination, Loan Servicing, Home Equity Loans, Networking, Social Networking, Business Networking, Presenter, Executive Coaching, Business Coaching, Dynamic Speaker, Engaging Public Speaker, Experienced Speaker, Persuasive Speaker
Education
Fordham University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Bryan Gardell Bryan Gardell's Merrill Lynch Experience June 2007 - September 2007
Job Real Estate Acquisitions
Industry Real Estate
Experience
Rising Realty Partners October 2014 - March 2015
CBRE Global Investors June 2014 - September 2014
DiNapoli Capital Partners April 2014 - June 2014
Chatham Bay Group May 2013 - August 2013
Sanford C. Bernstein June 2011 - May 2013
Ipreo June 2009 - May 2011
Dandrew Capital Partners June 2008 - January 2009
Merrill Lynch June 2007 - September 2007
Skills
Bloomberg, Fixed Income, Financial Markets, Equities, Securities, Real Estate, Real Estate Transactions, Financial Analysis, Financial Reporting, Financial Modeling, Business Analysis, Business Strategy, Capital Markets, Mergers & Acquisitions, Due Diligence
Education
UCLA Anderson School of Management 2013 — 2015
Fordham University 2005 — 2009
Bachelor of Science, Finance
Rising Realty Partners October 2014 - March 2015
CBRE Global Investors June 2014 - September 2014
DiNapoli Capital Partners April 2014 - June 2014
Chatham Bay Group May 2013 - August 2013
Sanford C. Bernstein June 2011 - May 2013
Ipreo June 2009 - May 2011
Dandrew Capital Partners June 2008 - January 2009
Merrill Lynch June 2007 - September 2007
Skills
Bloomberg, Fixed Income, Financial Markets, Equities, Securities, Real Estate, Real Estate Transactions, Financial Analysis, Financial Reporting, Financial Modeling, Business Analysis, Business Strategy, Capital Markets, Mergers & Acquisitions, Due Diligence
Education
UCLA Anderson School of Management 2013 — 2015
Fordham University 2005 — 2009
Bachelor of Science, Finance
Rosa Rotondi Rosa Rotondi's Merrill Lynch Experience January 2004 - December 2004
Job Licensed Real Estate Salesperson at NextStopNY Real Estate & Partner at NewlyWish.com
Industry Real Estate
Experience
NextStopNY Real Estate March 2013 - Present
NewlyWish January 2010 - Present
NewlyWish January 2010 - November 2012
Kenneth Cole Productions September 2009 - December 2009
PricewaterhouseCoopers July 2006 - May 2009
Merrill Lynch January 2004 - December 2004
Skills
MS Office, Photoshop, Illustrator, Email Marketing, Social Media Marketing, Facebook Marketing, Social Media, ExactTarget, Google+, Facebook Fan Page..., Pinterest, Twitter, Google Analytics, Google Adwords, HTML, Wordpress, Lotus Notes, Wedding Industry, Italian, SEO, Graphic Design, Online Retail, Blogging, Marketing, WordPress, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Concentration in Marketing, 3.8
Fordham University 2002 — 2006
BS, Accounting, 3.8
NextStopNY Real Estate March 2013 - Present
NewlyWish January 2010 - Present
NewlyWish January 2010 - November 2012
Kenneth Cole Productions September 2009 - December 2009
PricewaterhouseCoopers July 2006 - May 2009
Merrill Lynch January 2004 - December 2004
Skills
MS Office, Photoshop, Illustrator, Email Marketing, Social Media Marketing, Facebook Marketing, Social Media, ExactTarget, Google+, Facebook Fan Page..., Pinterest, Twitter, Google Analytics, Google Adwords, HTML, Wordpress, Lotus Notes, Wedding Industry, Italian, SEO, Graphic Design, Online Retail, Blogging, Marketing, WordPress, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Concentration in Marketing, 3.8
Fordham University 2002 — 2006
BS, Accounting, 3.8
Tim Hufnagel Tim Hufnagel's Merrill Lynch Experience December 2005 - January 2007
Job Vice President, Sales at Sungard AS
Industry Information Technology and Services
Experience
Sungard Availability Services September 2014 - Present
Amazon Web Services August 2013 - September 2014
Sungard Availability Services January 2007 - August 2013
Merrill Lynch December 2005 - January 2007
Merrill Lynch March 2003 - December 2005
Merrill Lynch July 2002 - March 2003
Skills
Team Building, New Product Development, Marketing Strategy, Direct Sales, SaaS, Project Management, Disaster Recovery, Solution Selling, Cloud Computing, Managed Services, Sales, New Business Development, Data Center, Process Improvement, Business Development, Leadership, Enterprise Software, Salesforce.com, CRM, Strategic Partnerships, Management, Product Development, Vendor Management, Cross-functional Team..., Sales Process, Product Management, Time Management, Wireless, Six Sigma, Selling, Strategy, Program Management, Account Management
Education
Fordham University
Bachelor of Science, Marketing and Information Systems
University College Dublin
Quinn School of Business
Sungard Availability Services September 2014 - Present
Amazon Web Services August 2013 - September 2014
Sungard Availability Services January 2007 - August 2013
Merrill Lynch December 2005 - January 2007
Merrill Lynch March 2003 - December 2005
Merrill Lynch July 2002 - March 2003
Skills
Team Building, New Product Development, Marketing Strategy, Direct Sales, SaaS, Project Management, Disaster Recovery, Solution Selling, Cloud Computing, Managed Services, Sales, New Business Development, Data Center, Process Improvement, Business Development, Leadership, Enterprise Software, Salesforce.com, CRM, Strategic Partnerships, Management, Product Development, Vendor Management, Cross-functional Team..., Sales Process, Product Management, Time Management, Wireless, Six Sigma, Selling, Strategy, Program Management, Account Management
Education
Fordham University
Bachelor of Science, Marketing and Information Systems
University College Dublin
Quinn School of Business
Robert O'Reilly Robert O'Reilly's Merrill Lynch Experience November 2010 - May 2012
Job Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
Deloitte June 2012 - August 2012
Merrill Lynch November 2010 - May 2012
O'Connor Davies Munns & Dobbins, LLP January 2012 - April 2012
Nantucket Golf Club May 2011 - August 2011
Skills
Microsoft Excel, Finance, Accounting, Auditing, Microsoft Office, Financial Analysis, Tax, Bloomberg Terminal, Financial Accounting, Team Player, PowerPoint, Microsoft Word, Technical Training, Investments, Research, Social Networking, Public Speaking, Financial Reporting, Sarbanes-Oxley Act, Market Analysis
Education
Fordham University 2009 — 2013
Bachelor of Science, Public Accounting
Longmeadow High School 2005 — 2009
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
Deloitte June 2012 - August 2012
Merrill Lynch November 2010 - May 2012
O'Connor Davies Munns & Dobbins, LLP January 2012 - April 2012
Nantucket Golf Club May 2011 - August 2011
Skills
Microsoft Excel, Finance, Accounting, Auditing, Microsoft Office, Financial Analysis, Tax, Bloomberg Terminal, Financial Accounting, Team Player, PowerPoint, Microsoft Word, Technical Training, Investments, Research, Social Networking, Public Speaking, Financial Reporting, Sarbanes-Oxley Act, Market Analysis
Education
Fordham University 2009 — 2013
Bachelor of Science, Public Accounting
Longmeadow High School 2005 — 2009
Vipin Chamakkala Vipin Chamakkala's Merrill Lynch Experience September 2007 - May 2010
Job VC Associate at WorkBench
Industry Venture Capital & Private Equity
Experience
Work-Bench July 2014 - Present
Bank of America May 2011 - July 2014
Bank of America May 2010 - May 2011
Merrill Lynch September 2007 - May 2010
Lending Club June 2007 - August 2007
Henley and Company LLC May 2007 - August 2007
Skills
Start-ups, Business Intelligence, Business Development, Entrepreneurship, Valuation, IT Strategy, Investments, Strategic Partnerships, Product Management, Enterprise Software, Finance, Venture Capital, Portfolio Management, Fixed Income, Analytics, Financial Services, Financial Modeling, Strategy, Competitive Analysis, Mergers & Acquisitions
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Fordham University 2006 — 2010
Work-Bench July 2014 - Present
Bank of America May 2011 - July 2014
Bank of America May 2010 - May 2011
Merrill Lynch September 2007 - May 2010
Lending Club June 2007 - August 2007
Henley and Company LLC May 2007 - August 2007
Skills
Start-ups, Business Intelligence, Business Development, Entrepreneurship, Valuation, IT Strategy, Investments, Strategic Partnerships, Product Management, Enterprise Software, Finance, Venture Capital, Portfolio Management, Fixed Income, Analytics, Financial Services, Financial Modeling, Strategy, Competitive Analysis, Mergers & Acquisitions
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Fordham University 2006 — 2010
Monica Hefferan-Horner Monica Hefferan-Horner's Merrill Lynch Experience February 2012 - May 2012
Job Associate Media Planner at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi March 2015 - Present
Siegel+Gale July 2013 - March 2015
Cornerstone Communications February 2013 - July 2013
Newedge June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Fordham University April 2010 - April 2012
Ardsley Swim and Tennis Club May 2009 - August 2011
Ardsley Union Free School District Recreational Swim Program October 2006 - May 2009
Skills
Mac/PC proficient, MS..., Knowledge in Social..., •Red Cross First..., PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Public Relations, Advertising, Marketing Communications, Communication, Social Media, Facebook
Education
Fordham University 2009 — 2013
B.S., Business Administration, Dual Concentration in Finance and Marketing, Minor in Psychology
Ardsley High School 2005 — 2009
DigitasLBi March 2015 - Present
Siegel+Gale July 2013 - March 2015
Cornerstone Communications February 2013 - July 2013
Newedge June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Fordham University April 2010 - April 2012
Ardsley Swim and Tennis Club May 2009 - August 2011
Ardsley Union Free School District Recreational Swim Program October 2006 - May 2009
Skills
Mac/PC proficient, MS..., Knowledge in Social..., •Red Cross First..., PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Public Relations, Advertising, Marketing Communications, Communication, Social Media, Facebook
Education
Fordham University 2009 — 2013
B.S., Business Administration, Dual Concentration in Finance and Marketing, Minor in Psychology
Ardsley High School 2005 — 2009
Sonja Nuhic Sonja Nuhic's Merrill Lynch Experience April 2014 - July 2014
Job Client Associate at Neuberger Berman
Industry Financial Services
Experience
Merrill Lynch April 2014 - July 2014
Clark Dodge Asset Management September 2013 - December 2013
Wildlife Conservation Society September 2012 - December 2012
L-3 Communications May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Organization, Coordination, Team Leadership, Finance
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.725
IQS Universitat, Ramon Llull 2013 — 2013
International Business
La Jolla High School 2008 — 2010
Brooklyn Technical High School 2006 — 2008
Merrill Lynch April 2014 - July 2014
Clark Dodge Asset Management September 2013 - December 2013
Wildlife Conservation Society September 2012 - December 2012
L-3 Communications May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Organization, Coordination, Team Leadership, Finance
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.725
IQS Universitat, Ramon Llull 2013 — 2013
International Business
La Jolla High School 2008 — 2010
Brooklyn Technical High School 2006 — 2008
Jesse Clinton, CFP®, CRPC Jesse Clinton, CFP®, CRPC's Merrill Lynch Experience February 2004 - October 2014
Job Partner, Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners October 2014 - Present
Merrill Lynch February 2004 - October 2014
Oppenheimer & Co. Inc. January 2003 - February 2004
Skills
Wealth Management..., Portfolio Management, Retirement Planning, Executive Compensation..., Concentrated Stock..., Investments, Financial Planning, Fixed Income, Finance, Wealth, Series 7, Estate Planning, Alternative Investments, Financial Advisory, Retirement, Wealth Management, Management, Equities
Education
Fordham University 2007 — 2010
Master's Degree, Business Administration and Management, General
State University of New York at Albany 1998 — 2002
Bachelor's Degree, Communication, General
Snowden Lane Partners October 2014 - Present
Merrill Lynch February 2004 - October 2014
Oppenheimer & Co. Inc. January 2003 - February 2004
Skills
Wealth Management..., Portfolio Management, Retirement Planning, Executive Compensation..., Concentrated Stock..., Investments, Financial Planning, Fixed Income, Finance, Wealth, Series 7, Estate Planning, Alternative Investments, Financial Advisory, Retirement, Wealth Management, Management, Equities
Education
Fordham University 2007 — 2010
Master's Degree, Business Administration and Management, General
State University of New York at Albany 1998 — 2002
Bachelor's Degree, Communication, General
Rachel Stark Rachel Stark's Merrill Lynch Experience May 1995 - 2004
Job Admissions Director at Spring Lake Ranch
Industry Mental Health Care
Experience
Spring Lake Ranch June 2007 - Present
Merrill Lynch May 1995 - 2004
Skills
Community Outreach, Nonprofits, Mental Health Counseling, Marketing, Fundraising, Teaching, Case Management, Interventions, Crisis Intervention, Public Speaking, Financial Analysis, Behavioral Health, Adolescents, Social Services, Psychotherapy, Psychology
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
MBA, Finance
Fordam University
Bachelor of Arts (BA), Economics
Spring Lake Ranch June 2007 - Present
Merrill Lynch May 1995 - 2004
Skills
Community Outreach, Nonprofits, Mental Health Counseling, Marketing, Fundraising, Teaching, Case Management, Interventions, Crisis Intervention, Public Speaking, Financial Analysis, Behavioral Health, Adolescents, Social Services, Psychotherapy, Psychology
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
MBA, Finance
Fordam University
Bachelor of Arts (BA), Economics
Michael Zaccaro Michael Zaccaro's Merrill Lynch Experience September 2013 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Arrowhead Capital June 2013 - August 2013
Skills
Retail, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Marketing, Microsoft Office, Financial Accounting, Investments, Economics
Education
Fordham University 2011 — 2015
Applied Accounting and Finance
Fairfield College Preparatory School 2007 — 2011
Newtown Middle School
Merrill Lynch September 2013 - Present
Arrowhead Capital June 2013 - August 2013
Skills
Retail, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Marketing, Microsoft Office, Financial Accounting, Investments, Economics
Education
Fordham University 2011 — 2015
Applied Accounting and Finance
Fairfield College Preparatory School 2007 — 2011
Newtown Middle School
Robert Church Jr Robert Church Jr's Merrill Lynch Experience July 2001 - February 2002
Job Consultant (temporary) Global Mobility & Total Reward at Heineken USA
Industry Human Resources
Experience
Heineken USA November 2014 - March 2015
Heineken USA November 2013 - April 2014
Frank Hirth September 2011 - July 2013
BNP Paribas June 2008 - June 2011
ABN AMRO February 2002 - June 2008
Merrill Lynch July 2001 - February 2002
Lehman Brothers June 1996 - June 2001
D'Arcy, Masius, Benton & Bowles March 1993 - May 1994
Price Waterhouse 1987 - 1992
Skills
Expatriate Management, Deferred Compensation, Employee Benefits, Talent Management, Succession Planning, Employee Relations, Global Mobility, Performance Management, HRIS, Organizational Design, HR Transformation, Vendor Management, Human Resources, Employee Engagement, Change Management, Executive Pay, Talent Acquisition, PeopleSoft, Onboarding, Mergers, Payroll, Expatriate Tax, Benefits Administration, Mergers & Acquisitions, Organizational..., Personnel Management, Workforce Planning, ADP Payroll, International Mobility, Management, Incentive Programs, HR Policies, Salary, Tax Advisory, Training, International Tax, Policy, Compensation & Benefit, Tax, Remuneration, Strategic HR, Job Evaluation, HR Consulting
Education
Fordham University School of Law 1988 — 1992
J.D., Taxation
Fordham University 1983 — 1987
BA, Political Science
Heineken USA November 2014 - March 2015
Heineken USA November 2013 - April 2014
Frank Hirth September 2011 - July 2013
BNP Paribas June 2008 - June 2011
ABN AMRO February 2002 - June 2008
Merrill Lynch July 2001 - February 2002
Lehman Brothers June 1996 - June 2001
D'Arcy, Masius, Benton & Bowles March 1993 - May 1994
Price Waterhouse 1987 - 1992
Skills
Expatriate Management, Deferred Compensation, Employee Benefits, Talent Management, Succession Planning, Employee Relations, Global Mobility, Performance Management, HRIS, Organizational Design, HR Transformation, Vendor Management, Human Resources, Employee Engagement, Change Management, Executive Pay, Talent Acquisition, PeopleSoft, Onboarding, Mergers, Payroll, Expatriate Tax, Benefits Administration, Mergers & Acquisitions, Organizational..., Personnel Management, Workforce Planning, ADP Payroll, International Mobility, Management, Incentive Programs, HR Policies, Salary, Tax Advisory, Training, International Tax, Policy, Compensation & Benefit, Tax, Remuneration, Strategic HR, Job Evaluation, HR Consulting
Education
Fordham University School of Law 1988 — 1992
J.D., Taxation
Fordham University 1983 — 1987
BA, Political Science
Michael Mauro, MBA, PMP Michael Mauro, MBA, PMP's Merrill Lynch Experience June 2000 - September 2001
Job Section Manager Business Finance Gas Operations at Con Edison
Industry Utilities
Experience
Con Edison July 2014 - Present
Con Edison July 2010 - July 2014
Con Edison June 2009 - July 2010
Con Edison April 2008 - June 2009
Con Edison January 2005 - April 2008
Con Edison January 2003 - January 2005
The Videre Group, LLP September 2001 - January 2003
Merrill Lynch June 2000 - September 2001
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Project Management, Project Planning, PMP, Treasury Management, Forecasting, Budgets, Risk Assessment, Retirement Planning, Sarbanes-Oxley Act, Capital Budgeting, Business Strategy, Performance Benchmarking, Management, Business Process..., Business Process Design, Corporate Finance, Pension Management, Defined Benefit, Defined Contribution, Transition Management, Trend Analysis, Electronic Payment..., Oracle E-Business Suite
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance, 3.98
Montclair State University 1997 — 2001
BS, Accounting and Finance
Stony Brook University 2013 — 2013
Comprehensive Project Management Program
Con Edison July 2014 - Present
Con Edison July 2010 - July 2014
Con Edison June 2009 - July 2010
Con Edison April 2008 - June 2009
Con Edison January 2005 - April 2008
Con Edison January 2003 - January 2005
The Videre Group, LLP September 2001 - January 2003
Merrill Lynch June 2000 - September 2001
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Project Management, Project Planning, PMP, Treasury Management, Forecasting, Budgets, Risk Assessment, Retirement Planning, Sarbanes-Oxley Act, Capital Budgeting, Business Strategy, Performance Benchmarking, Management, Business Process..., Business Process Design, Corporate Finance, Pension Management, Defined Benefit, Defined Contribution, Transition Management, Trend Analysis, Electronic Payment..., Oracle E-Business Suite
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance, 3.98
Montclair State University 1997 — 2001
BS, Accounting and Finance
Stony Brook University 2013 — 2013
Comprehensive Project Management Program
William Giordano, Jr. William Giordano, Jr.'s Merrill Lynch Experience August 2004 - November 2011
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch August 2004 - November 2011
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2003
B.S., Finance
UBS Financial Services November 2011 - Present
Merrill Lynch August 2004 - November 2011
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2003
B.S., Finance
Andrew Burns Andrew Burns's Merrill Lynch Experience March 2014 - April 2014
Job Analyst at MJX Asset Management LLC
Industry Financial Services
Experience
MJX Asset Management LLC July 2015 - Present
Soros Fund Management April 2014 - August 2014
Merrill Lynch March 2014 - April 2014
Wright Investors' Service May 2013 - August 2013
BurnsGroup May 2012 - August 2012
Patterson Golf Club May 2007 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Morningstar, Investments, Microsoft Office, Microsoft Word, PowerPoint, Corporate Valuation, Group Work, Project Management
Education
Fordham University 2011 — 2015
Bachelor of Science in Finance, Concentration in Alternative Investments
MJX Asset Management LLC July 2015 - Present
Soros Fund Management April 2014 - August 2014
Merrill Lynch March 2014 - April 2014
Wright Investors' Service May 2013 - August 2013
BurnsGroup May 2012 - August 2012
Patterson Golf Club May 2007 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Morningstar, Investments, Microsoft Office, Microsoft Word, PowerPoint, Corporate Valuation, Group Work, Project Management
Education
Fordham University 2011 — 2015
Bachelor of Science in Finance, Concentration in Alternative Investments
Steven Ferry's Merrill Lynch Experience February 2011 - August 2011
Job Lead Analyst at Expand Research LLP, a Company of The Boston Consulting Group
Industry Management Consulting
Experience
Expand Research LLP April 2014 - Present
Trillium Trading, LLC August 2012 - March 2014
UniCredit June 2012 - August 2012
StepStone Group November 2011 - May 2012
Merrill Lynch February 2011 - August 2011
UBS September 2010 - December 2010
Education
Fordham University 2008 — 2012
Bachelor's degree, Finance, General
Expand Research LLP April 2014 - Present
Trillium Trading, LLC August 2012 - March 2014
UniCredit June 2012 - August 2012
StepStone Group November 2011 - May 2012
Merrill Lynch February 2011 - August 2011
UBS September 2010 - December 2010
Education
Fordham University 2008 — 2012
Bachelor's degree, Finance, General
Rick Pedersen Rick Pedersen's Merrill Lynch Experience January 1983 - December 1986
Job Partner at NGS Global
Industry Staffing and Recruiting
Experience
NGS Global August 2013 - Present
Nosal Partners October 2011 - August 2013
Allegis Group Services August 2009 - October 2011
InSearch Worldwide - an Allegis Group Company May 2008 - August 2009
Management Recruiters of Westport April 2007 - March 2008
InSearch Worldwide June 2004 - April 2007
Wall Street area executive search firm 1995 - 2004
Goldman Sachs January 1987 - August 1993
Merrill Lynch January 1983 - December 1986
Skills
Financial Services, Marketing, Project Management, Finance, Market Research, Risk Management, Accounting, Six Sigma, Predictive Modeling, Executive Search, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Recruiting, Sourcing, Human Resources, Management, Strategy, Training, CRM
Education
Fordham University 1988 — 1991
MBA, Management
Iona College 1978 — 1982
BA, Psychology
North Rockland High School
High School Diploma
NGS Global August 2013 - Present
Nosal Partners October 2011 - August 2013
Allegis Group Services August 2009 - October 2011
InSearch Worldwide - an Allegis Group Company May 2008 - August 2009
Management Recruiters of Westport April 2007 - March 2008
InSearch Worldwide June 2004 - April 2007
Wall Street area executive search firm 1995 - 2004
Goldman Sachs January 1987 - August 1993
Merrill Lynch January 1983 - December 1986
Skills
Financial Services, Marketing, Project Management, Finance, Market Research, Risk Management, Accounting, Six Sigma, Predictive Modeling, Executive Search, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Recruiting, Sourcing, Human Resources, Management, Strategy, Training, CRM
Education
Fordham University 1988 — 1991
MBA, Management
Iona College 1978 — 1982
BA, Psychology
North Rockland High School
High School Diploma
Christopher Leopizzi's Merrill Lynch Experience July 2001 - February 2004
Job Real Estate Broker and Investor
Industry Real Estate
Experience
Leopizzi Real Estate Agency August 1997 - Present
Assent LLC March 2004 - May 2009
Merrill Lynch July 2001 - February 2004
Skills
Residential, Selling, Research, Sellers, Series 7, Buyer Representative, Short Sales, Consultative Selling, Rentals, First Time Home Buyers, Investment Properties, Real Estate Investment, Real Estate Transactions, Buying, Foreclosures, Buyers, Real Estate, Residential Homes, Referrals, Mortgage Lending, New Home Sales, Listings, Condos, REO, Sales
Education
Fordham University 1997 — 2001
B.S., Finance, Economics, Accounting
Leopizzi Real Estate Agency August 1997 - Present
Assent LLC March 2004 - May 2009
Merrill Lynch July 2001 - February 2004
Skills
Residential, Selling, Research, Sellers, Series 7, Buyer Representative, Short Sales, Consultative Selling, Rentals, First Time Home Buyers, Investment Properties, Real Estate Investment, Real Estate Transactions, Buying, Foreclosures, Buyers, Real Estate, Residential Homes, Referrals, Mortgage Lending, New Home Sales, Listings, Condos, REO, Sales
Education
Fordham University 1997 — 2001
B.S., Finance, Economics, Accounting
Paul Lagermasini's Merrill Lynch Experience September 1995 - October 2000
Job Head of SEC Reporting at RCS Capital Corporation
Industry Financial Services
Experience
RCS Capital Corporation September 2013 - Present
Ally Securities LLC September 2011 - August 2013
Credit Suisse September 2002 - September 2011
Morgan Stanley October 2000 - October 2002
Merrill Lynch September 1995 - October 2000
Deloitte October 1991 - September 1995
Skills
US GAAP, Financial Reporting, Internal Controls, Auditing, Derivatives, SEC Financial Reporting, Product Control, Securities, Accounting Research, Equities, SEC filings, FINRA, Capital Markets, Technical Accounting..., ETFs, Financial Modeling, Valuation, Sarbanes-Oxley Act, Corporate Finance, Credit, Financial Analysis, Analysis, Series 27, S-1, S-4, Mergers & Acquisitions, Due Diligence, 10K
Education
Saint Michael's College 1987 — 1991
bs, accounting
Fordham Gabelli School of Business
MBA, Finance
St Peter's Prep
RCS Capital Corporation September 2013 - Present
Ally Securities LLC September 2011 - August 2013
Credit Suisse September 2002 - September 2011
Morgan Stanley October 2000 - October 2002
Merrill Lynch September 1995 - October 2000
Deloitte October 1991 - September 1995
Skills
US GAAP, Financial Reporting, Internal Controls, Auditing, Derivatives, SEC Financial Reporting, Product Control, Securities, Accounting Research, Equities, SEC filings, FINRA, Capital Markets, Technical Accounting..., ETFs, Financial Modeling, Valuation, Sarbanes-Oxley Act, Corporate Finance, Credit, Financial Analysis, Analysis, Series 27, S-1, S-4, Mergers & Acquisitions, Due Diligence, 10K
Education
Saint Michael's College 1987 — 1991
bs, accounting
Fordham Gabelli School of Business
MBA, Finance
St Peter's Prep
Orel Yacoby Orel Yacoby's Merrill Lynch Experience June 2011 - August 2011
Job NESA Tax Diversified Staff Group at EY
Industry Accounting
Experience
EY October 2014 - Present
Clearwater Capital Partners January 2013 - January 2014
TAO Group September 2012 - May 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Northwestern Mutual March 2012 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, LinkedIn, Facebook, Twitter, Microsoft Excel, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Word, Account Reconciliation, US GAAP, Finance, Accounting
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Taxation
Fordham University, Gabelli School of Business 2010 — 2013
Bachelor of Applied Science, Public Accountancy
Santa Barbara City College 2007 — 2009
EY October 2014 - Present
Clearwater Capital Partners January 2013 - January 2014
TAO Group September 2012 - May 2013
Morgan Stanley Wealth Management January 2013 - March 2013
Northwestern Mutual March 2012 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Word, LinkedIn, Facebook, Twitter, Microsoft Excel, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Word, Account Reconciliation, US GAAP, Finance, Accounting
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Taxation
Fordham University, Gabelli School of Business 2010 — 2013
Bachelor of Applied Science, Public Accountancy
Santa Barbara City College 2007 — 2009
Adam Genn Adam Genn's Merrill Lynch Experience June 2006 - February 2008
Job Vice President, Portfolio Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Marsh & McClennan April 2011 - April 2012
Bank of America/Merrill Lynch 2008 - 2011
Merrill Lynch June 2006 - February 2008
MERRILL LYNCH January 2006 - June 2006
MERRILL LYNCH March 2004 - January 2006
COMPUTERSHARE LTD March 2002 - March 2004
MERRILL LYNCH/COMPUTERSHARE LTD August 2000 - March 2002
MERRILL LYNCH July 1999 - August 2000
MERRILL LYNCH February 1998 - July 1999
Skills
Certified Master Black..., Series 7, Series 63, Certified Black Belt, Banking, Brokerage Operations, Six Sigma, Member, PMI, Brokers, Risk Management, Insurance, Financial Services, Capital Markets, Relationship Management, Securities, Trading, Mutual Funds, Management, Financial Risk, Investments, Financial Analysis, AML, Asset Managment, Fixed Income, Wealth Management, Investment Advisory, Derivatives, Corporate Finance, Retirement Planning, Private Banking, Finance, Asset Allocation, Operational Risk, Retirement, Operational Risk..., Alternative Investments, Financial Modeling, Investment Banking, FINRA, Trading Systems, Options, Wealth Management..., Analysis, Cross-functional Team..., Business Process..., Business Analysis, Strategic Financial..., Financial Markets, 401k, Equity Derivatives
Education
Fordham University 2001 — 2004
MBA, Finance
Rutgers University 1993 — 1997
BA, Economics
Morgan Stanley April 2012 - Present
Marsh & McClennan April 2011 - April 2012
Bank of America/Merrill Lynch 2008 - 2011
Merrill Lynch June 2006 - February 2008
MERRILL LYNCH January 2006 - June 2006
MERRILL LYNCH March 2004 - January 2006
COMPUTERSHARE LTD March 2002 - March 2004
MERRILL LYNCH/COMPUTERSHARE LTD August 2000 - March 2002
MERRILL LYNCH July 1999 - August 2000
MERRILL LYNCH February 1998 - July 1999
Skills
Certified Master Black..., Series 7, Series 63, Certified Black Belt, Banking, Brokerage Operations, Six Sigma, Member, PMI, Brokers, Risk Management, Insurance, Financial Services, Capital Markets, Relationship Management, Securities, Trading, Mutual Funds, Management, Financial Risk, Investments, Financial Analysis, AML, Asset Managment, Fixed Income, Wealth Management, Investment Advisory, Derivatives, Corporate Finance, Retirement Planning, Private Banking, Finance, Asset Allocation, Operational Risk, Retirement, Operational Risk..., Alternative Investments, Financial Modeling, Investment Banking, FINRA, Trading Systems, Options, Wealth Management..., Analysis, Cross-functional Team..., Business Process..., Business Analysis, Strategic Financial..., Financial Markets, 401k, Equity Derivatives
Education
Fordham University 2001 — 2004
MBA, Finance
Rutgers University 1993 — 1997
BA, Economics
Alice (Alice O'Brien) Krakowiak Alice (Alice O'Brien) Krakowiak's Merrill Lynch Experience January 2011 - May 2011
Job Account Manager at xAd, Inc
Industry Marketing and Advertising
Experience
xAd, Inc November 2013 - Present
New York Post August 2013 - November 2013
New York Post June 2012 - August 2013
PepsiCo June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Marketing, Advertising, Sales, Salesforce, DART for Advertisers, DART for Publishers, DART Sales Manager, Online Advertising, Digital Media, Mobile Advertising, Tablets, DoubleClick, Account Management, Google Analytics, comScore, Magazines, Digital Magazines, Sales Process, Sales Presentations, Advertising Sales, Sales Management, Digital Strategy, Digital Marketing, Facebook
Education
Fordham University 2008 — 2012
Bachelor of Science, Business Administration
St. Anthony's High School 2004 — 2008
xAd, Inc November 2013 - Present
New York Post August 2013 - November 2013
New York Post June 2012 - August 2013
PepsiCo June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Marketing, Advertising, Sales, Salesforce, DART for Advertisers, DART for Publishers, DART Sales Manager, Online Advertising, Digital Media, Mobile Advertising, Tablets, DoubleClick, Account Management, Google Analytics, comScore, Magazines, Digital Magazines, Sales Process, Sales Presentations, Advertising Sales, Sales Management, Digital Strategy, Digital Marketing, Facebook
Education
Fordham University 2008 — 2012
Bachelor of Science, Business Administration
St. Anthony's High School 2004 — 2008
Jack V. Kirnan, Ph.D. Jack V. Kirnan, Ph.D.'s Merrill Lynch Experience May 1984 - July 1986
Job President, Kirnan Coaching Associates, LLC; 5 O'Clock Club Certified Career Coach; NYU Certified Life & Executive Coach
Industry Professional Training & Coaching
Experience
Kirnan Coaching Associates, LLC November 2014 - Present
Holy Family University November 2011 - 2012
The College of New Jersey February 2007 - April 2009
Rutgers Business School August 2005 - February 2007
Schwab Soundview Capital Markets 2004 - 2004
Credit Suisse First Boston August 1998 - June 2003
Salomon Brothers May 1992 - August 1998
Kidder Peabody July 1986 - May 1992
Merrill Lynch May 1984 - July 1986
Texaco July 1981 - April 1984
Skills
Financial Modeling, Equity Research, Valuation, Investments, Equities, Management, CRM, Finance, Hedge Funds, Portfolio Management, Alternative Investments, Economics, Fixed Income, Asset Management, Options, Capital Markets, Investment Banking, Leadership
Education
New York University 2014 — 2015
Certificate Program in Executive and Life Coaching, Organizational and Personal Skills Coaching
Fordham University 1979 — 1983
Ph.D., Economics
Fordham University 1977 — 1979
MA, Economics
Seton Hall University 1973 — 1977
BA, Economics/Government
Paramus Catholic High School 1969 — 1973
High School Diploma, College Preparatory
Kirnan Coaching Associates, LLC November 2014 - Present
Holy Family University November 2011 - 2012
The College of New Jersey February 2007 - April 2009
Rutgers Business School August 2005 - February 2007
Schwab Soundview Capital Markets 2004 - 2004
Credit Suisse First Boston August 1998 - June 2003
Salomon Brothers May 1992 - August 1998
Kidder Peabody July 1986 - May 1992
Merrill Lynch May 1984 - July 1986
Texaco July 1981 - April 1984
Skills
Financial Modeling, Equity Research, Valuation, Investments, Equities, Management, CRM, Finance, Hedge Funds, Portfolio Management, Alternative Investments, Economics, Fixed Income, Asset Management, Options, Capital Markets, Investment Banking, Leadership
Education
New York University 2014 — 2015
Certificate Program in Executive and Life Coaching, Organizational and Personal Skills Coaching
Fordham University 1979 — 1983
Ph.D., Economics
Fordham University 1977 — 1979
MA, Economics
Seton Hall University 1973 — 1977
BA, Economics/Government
Paramus Catholic High School 1969 — 1973
High School Diploma, College Preparatory
Alexander Harkin Alexander Harkin's Merrill Lynch Experience June 2011 - August 2011
Job Business Analyst at L'Oréal
Industry Marketing and Advertising
Experience
L'Oréal December 2014 - Present
CBS Corporation March 2014 - Present
ALM November 2012 - October 2013
Associated Press September 2011 - November 2012
Merrill Lynch June 2011 - August 2011
Skills
Adobe Creative Suite, Microsoft Office, Microsoft SQL Server, JIRA, Basecamp, Fiddler, Quality Assurance, Digital Marketing, Analysis, Mobile Applications, Digital Media, Research, Advertising
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
L'Oréal December 2014 - Present
CBS Corporation March 2014 - Present
ALM November 2012 - October 2013
Associated Press September 2011 - November 2012
Merrill Lynch June 2011 - August 2011
Skills
Adobe Creative Suite, Microsoft Office, Microsoft SQL Server, JIRA, Basecamp, Fiddler, Quality Assurance, Digital Marketing, Analysis, Mobile Applications, Digital Media, Research, Advertising
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Mitchell Turner Mitchell Turner's Merrill Lynch Experience June 2015 - Present
Job Student at Fordham University
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Locust Hill Country Club May 2013 - September 2013
Pittsford Little League April 2010 - October 2012
Irondequoit Country Club May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Social Media, Financial Analysis, Public Speaking, English, Accounting, Access, Management, Portfolio Management, Finance
Education
Fordham University 2012 — 2016
Finance, General
Pittsford Sutherland HS 2009 — 2012
Merrill Lynch June 2015 - Present
Locust Hill Country Club May 2013 - September 2013
Pittsford Little League April 2010 - October 2012
Irondequoit Country Club May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Social Media, Financial Analysis, Public Speaking, English, Accounting, Access, Management, Portfolio Management, Finance
Education
Fordham University 2012 — 2016
Finance, General
Pittsford Sutherland HS 2009 — 2012
Jeffrey Leung Jeffrey Leung's Merrill Lynch Experience March 2015 - May 2015
Job Global Wealth & Investment Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - May 2015
Smart Woman Securities Chapter Investment Board December 2013 - May 2015
Concourse Fund February 2014 - September 2014
Hong Kong Monetary Authority June 2014 - August 2014
Clot Inc. and Clot Media Division Limited June 2013 - August 2013
Wise Business Consulting June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Entrepreneurship
Education
Fordham University 2013 — 2017
Bachelor of Science (B.Sc.), Finance
Paramus Catholic High School 2009 — 2013
Merrill Lynch March 2015 - May 2015
Smart Woman Securities Chapter Investment Board December 2013 - May 2015
Concourse Fund February 2014 - September 2014
Hong Kong Monetary Authority June 2014 - August 2014
Clot Inc. and Clot Media Division Limited June 2013 - August 2013
Wise Business Consulting June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Entrepreneurship
Education
Fordham University 2013 — 2017
Bachelor of Science (B.Sc.), Finance
Paramus Catholic High School 2009 — 2013
Andrew Bournos Andrew Bournos's Merrill Lynch Experience January 1994 - July 1999
Job Director, Housecall | Salesforce.com Certified Sales and Service Cloud Consultant & Admin | DMA Cert. Mrktg Profl (DCMP)
Industry Information Technology and Services
Experience
The Housecall Group October 2011 - Present
Smart Sales January 2010 - March 2012
AXA Advisors 2005 - 2010
eChalk 2003 - 2005
Precise Asset Management Pte Ltd 1999 - 2002
Merrill Lynch January 1994 - July 1999
Taglich Brothers 1993 - 1995
Skills
Salesforce.com, Sales Management, Sales Process, SaaS, Process Consulting, Cloud Computing, Sales Enablement, Marketing Automation, Demand Generation, Market Opportunity..., Digital Media, Integrated Management..., Business Analytics, Sales Metrics, Sales Support, Sales Operations, Sales Organization, Prospect Research, Contact Strategy, Callcenter, Integrated Campaign..., Campaign Creation, Campaign Execution, Campaign Strategy, Campaign Planning, Campaign Development, Campaign Management, Demand Response, Marketing Messaging, Relationship Development, Business Relationship..., Process Mapping, Social Media Marketing, Microsoft CRM, SugarCRM, Strategy, Sales, New Business Development, Marketing, Entrepreneurship, Integrated Marketing, Email Marketing, Management, Marketing Management, CRM, Start-ups, Business Development, Business Strategy, Strategic Planning, SEO
Education
Wharton School of Business 2005 — 2007
Fordham University 1989 — 1992
BS, Finance, 3.2
Monsignor Farrell High 1984 — 1988
HS, Character Development
The Housecall Group October 2011 - Present
Smart Sales January 2010 - March 2012
AXA Advisors 2005 - 2010
eChalk 2003 - 2005
Precise Asset Management Pte Ltd 1999 - 2002
Merrill Lynch January 1994 - July 1999
Taglich Brothers 1993 - 1995
Skills
Salesforce.com, Sales Management, Sales Process, SaaS, Process Consulting, Cloud Computing, Sales Enablement, Marketing Automation, Demand Generation, Market Opportunity..., Digital Media, Integrated Management..., Business Analytics, Sales Metrics, Sales Support, Sales Operations, Sales Organization, Prospect Research, Contact Strategy, Callcenter, Integrated Campaign..., Campaign Creation, Campaign Execution, Campaign Strategy, Campaign Planning, Campaign Development, Campaign Management, Demand Response, Marketing Messaging, Relationship Development, Business Relationship..., Process Mapping, Social Media Marketing, Microsoft CRM, SugarCRM, Strategy, Sales, New Business Development, Marketing, Entrepreneurship, Integrated Marketing, Email Marketing, Management, Marketing Management, CRM, Start-ups, Business Development, Business Strategy, Strategic Planning, SEO
Education
Wharton School of Business 2005 — 2007
Fordham University 1989 — 1992
BS, Finance, 3.2
Monsignor Farrell High 1984 — 1988
HS, Character Development
Stuart Foisy Stuart Foisy's Merrill Lynch Experience April 2004 - August 2005
Job Mrkt Strategy | Digital & Traditional Mrkting Solutions | Organizational Leadership | eCRM Strategy | Biz Dev |
Industry Financial Services
Experience
Hurley Advisors September 2008 - June 2014
Merriman Curhan Ford & Co - Panel Intelligence (MedPanel LLC) May 2007 - August 2008
Standard & Poor's Vista Research 2005 - 2007
Merrill Lynch April 2004 - August 2005
Team Marketing USA September 2002 - March 2004
Anheuser-Busch InBev 2001 - 2002
Skills
Strategy, Salesforce.com, Business Development, Market Analysis, New Business Development, CRM, Strategic Planning, Sales, Venture Capital, Contract Negotiation, Management, Marketing, Financial Services, Asset Management, Leadership, Marketing Strategy, Hedge Funds, Private Equity, Selling, Market Research, Finance, Forecasting, Email Marketing, Strategic Partnerships, Account Management, Team Leadership, Negotiation, Product Development, Investments, Portfolio Management, Valuation, Competitive Analysis, Mergers & Acquisitions, Entrepreneurship, Executive Management, Key Account Management, Team Building, Business Planning, Sales Management, Operations Management, Series 7, Business Strategy, Financial Analysis, Recruiting, Consultative Selling, Customer Relations, Contract Negotiations, Process Engineering, Brand Management
Education
Fordham University - Graduate School of Business Administration
MBA, Business, Management, Marketing, and Related Support Services
State University of New York College at Plattsburgh
Bachelors of Science, Marketing and Economics
Hurley Advisors September 2008 - June 2014
Merriman Curhan Ford & Co - Panel Intelligence (MedPanel LLC) May 2007 - August 2008
Standard & Poor's Vista Research 2005 - 2007
Merrill Lynch April 2004 - August 2005
Team Marketing USA September 2002 - March 2004
Anheuser-Busch InBev 2001 - 2002
Skills
Strategy, Salesforce.com, Business Development, Market Analysis, New Business Development, CRM, Strategic Planning, Sales, Venture Capital, Contract Negotiation, Management, Marketing, Financial Services, Asset Management, Leadership, Marketing Strategy, Hedge Funds, Private Equity, Selling, Market Research, Finance, Forecasting, Email Marketing, Strategic Partnerships, Account Management, Team Leadership, Negotiation, Product Development, Investments, Portfolio Management, Valuation, Competitive Analysis, Mergers & Acquisitions, Entrepreneurship, Executive Management, Key Account Management, Team Building, Business Planning, Sales Management, Operations Management, Series 7, Business Strategy, Financial Analysis, Recruiting, Consultative Selling, Customer Relations, Contract Negotiations, Process Engineering, Brand Management
Education
Fordham University - Graduate School of Business Administration
MBA, Business, Management, Marketing, and Related Support Services
State University of New York College at Plattsburgh
Bachelors of Science, Marketing and Economics
Marc J Freeman Marc J Freeman's Merrill Lynch Experience 1990 - 2009
Job Fixed Income Sales
Industry Financial Services
Experience
Toussaint Capital Partners, LLC December 2014 - Present
Securevest Financial Group 2014 - 2014
CRT Capital Group 2011 - 2013
Susquehanna International Group 2010 - 2011
Advisors Asset Management, Inc. 2009 - 2010
Merrill Lynch 1990 - 2009
Skills
Sales, Bloomberg, Management, Fixed Income, Equities, Investments, Selling, Series 63, Series 7, Securities, Bonds, Capital Markets, Options Strategies, Hedge Funds, Venture Capital, Credit, Rates, Portfolio Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Penn State University 1985 — 1989
BS, Economics
Toussaint Capital Partners, LLC December 2014 - Present
Securevest Financial Group 2014 - 2014
CRT Capital Group 2011 - 2013
Susquehanna International Group 2010 - 2011
Advisors Asset Management, Inc. 2009 - 2010
Merrill Lynch 1990 - 2009
Skills
Sales, Bloomberg, Management, Fixed Income, Equities, Investments, Selling, Series 63, Series 7, Securities, Bonds, Capital Markets, Options Strategies, Hedge Funds, Venture Capital, Credit, Rates, Portfolio Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Penn State University 1985 — 1989
BS, Economics
John A Salagaj John A Salagaj's Merrill Lynch Experience July 2006 - July 2008
Job Senior Director of Marketing, Strategic Brands at Hertz
Industry Marketing and Advertising
Experience
Hertz July 2014 - Present
Hertz July 2012 - July 2014
Hertz July 2010 - July 2012
SalaGlobal Consulting July 2008 - July 2012
Prudential October 2009 - 2010
Bloomberg November 2008 - November 2009
Merrill Lynch July 2006 - July 2008
ACMG Consulting May 2004 - June 2006
Hamilton Bank May 2000 - April 2002
Hamilton Bank May 1999 - May 2000
Skills
Marketing Strategy, Customer Relations, Product Development, Emerging Markets, Analysis, Global Business..., Business Strategy, Team Leadership, Strategy, Team Building, Project Planning, Marketing, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Project Management, Management, Portfolio Management, Financial Services, Start-ups, Customer Service, Sales, Analytics, Budgets, Business Analysis, Competitive Analysis, Business Development, Marketing Research, Market Research, B2B, CRM, Market Analysis, Pricing, Business Planning, Leadership, Email Marketing, E-commerce, Product Marketing, Online Advertising, New Business Development, Marketing Communications, Cross-functional Team..., Product Management, Direct Marketing, Marketing Management, Strategic Partnerships
Education
Fordham University 2002 — 2004
MBA, Management & Marketing
University of Chicago 1997 — 1999
MA, Latin American Studies
Fordham University 1994 — 1997
BA, History
Pope John Paul II High School
Hertz July 2014 - Present
Hertz July 2012 - July 2014
Hertz July 2010 - July 2012
SalaGlobal Consulting July 2008 - July 2012
Prudential October 2009 - 2010
Bloomberg November 2008 - November 2009
Merrill Lynch July 2006 - July 2008
ACMG Consulting May 2004 - June 2006
Hamilton Bank May 2000 - April 2002
Hamilton Bank May 1999 - May 2000
Skills
Marketing Strategy, Customer Relations, Product Development, Emerging Markets, Analysis, Global Business..., Business Strategy, Team Leadership, Strategy, Team Building, Project Planning, Marketing, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Project Management, Management, Portfolio Management, Financial Services, Start-ups, Customer Service, Sales, Analytics, Budgets, Business Analysis, Competitive Analysis, Business Development, Marketing Research, Market Research, B2B, CRM, Market Analysis, Pricing, Business Planning, Leadership, Email Marketing, E-commerce, Product Marketing, Online Advertising, New Business Development, Marketing Communications, Cross-functional Team..., Product Management, Direct Marketing, Marketing Management, Strategic Partnerships
Education
Fordham University 2002 — 2004
MBA, Management & Marketing
University of Chicago 1997 — 1999
MA, Latin American Studies
Fordham University 1994 — 1997
BA, History
Pope John Paul II High School
Matthew Moriarty's Merrill Lynch Experience September 2013 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
United States Marine Corps June 2012 - November 2013
United States Marine Corps January 2011 - June 2012
United States Marine Corps May 2008 - December 2010
Skills
Security Clearance, Military Experience, Operations Management, Operational Planning, Leadership, Project Management, Team Building, Management, Military Operations, Project Planning, Risk Management, Crisis Management, Emotional Intelligence, Leadership Development, Microsoft Excel, Active TS/SCI Clearance, Hold Series 7
Education
Fordham Gabelli School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, 3.5
Basic Communications Officer Course 2009 — 2009
Jan 2009 - Jun 2009, Primary Military Occupational Specialty School
The Basic School - Basic Officer Course
May 2008 - Dec 2008, Military and Strategic Leadership
University of Massachusetts, Amherst 2004 — 2008
Economics
Merrill Lynch September 2013 - Present
United States Marine Corps June 2012 - November 2013
United States Marine Corps January 2011 - June 2012
United States Marine Corps May 2008 - December 2010
Skills
Security Clearance, Military Experience, Operations Management, Operational Planning, Leadership, Project Management, Team Building, Management, Military Operations, Project Planning, Risk Management, Crisis Management, Emotional Intelligence, Leadership Development, Microsoft Excel, Active TS/SCI Clearance, Hold Series 7
Education
Fordham Gabelli School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, 3.5
Basic Communications Officer Course 2009 — 2009
Jan 2009 - Jun 2009, Primary Military Occupational Specialty School
The Basic School - Basic Officer Course
May 2008 - Dec 2008, Military and Strategic Leadership
University of Massachusetts, Amherst 2004 — 2008
Economics
Samuel Whitney Samuel Whitney's Merrill Lynch Experience July 2008 - August 2010
Job Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company August 2010 - Present
Merrill Lynch July 2008 - August 2010
Northwestern Mutual September 2007 - March 2008
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
International Fund Services (NA) LLC, A State Street Company August 2010 - Present
Merrill Lynch July 2008 - August 2010
Northwestern Mutual September 2007 - March 2008
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
David Hunter's Merrill Lynch Experience 2007 - 2008
Job Managing Partner at Epic Web Studios
Industry Internet
Experience
Epic Web Studios 2008 - Present
Builders Association of Northwestern Pennsylvania 2007 - Present
Merrill Lynch 2007 - 2008
Skills
Online Marketing, Social Media, Web Development, Sales, Negotiation, Leadership, Marketing, New Business Development, Social Media Marketing, Social Networking, Training, Business Development, Management, Advertising, Digital Strategy, Microsoft Office, Event Planning, Web Design, Digital Marketing, SEO, Integrated Marketing, CRM, Fundraising, Email Marketing, Editing, Marketing Communications, Public Relations, Marketing Strategy, Facebook, Small Business, Time Management, Market Research, Strategic Planning, Public Speaking, Team Building, Online Advertising, Sales Management, Media Relations
Education
Mercyhurst University 2004 — 2007
B.S., Business: Marketing, Management
Fordham University 2002 — 2004
B.S., Business: Marketing, Management
St. Peter's Cathedral
Epic Web Studios 2008 - Present
Builders Association of Northwestern Pennsylvania 2007 - Present
Merrill Lynch 2007 - 2008
Skills
Online Marketing, Social Media, Web Development, Sales, Negotiation, Leadership, Marketing, New Business Development, Social Media Marketing, Social Networking, Training, Business Development, Management, Advertising, Digital Strategy, Microsoft Office, Event Planning, Web Design, Digital Marketing, SEO, Integrated Marketing, CRM, Fundraising, Email Marketing, Editing, Marketing Communications, Public Relations, Marketing Strategy, Facebook, Small Business, Time Management, Market Research, Strategic Planning, Public Speaking, Team Building, Online Advertising, Sales Management, Media Relations
Education
Mercyhurst University 2004 — 2007
B.S., Business: Marketing, Management
Fordham University 2002 — 2004
B.S., Business: Marketing, Management
St. Peter's Cathedral
Joseph Cerato's Merrill Lynch Experience December 2001 - December 2008
Job Global Workplace Solutions, Enterprise Services Platform at CBRE
Industry Facilities Services
Experience
CBRE Global Workplace Solutions September 2015 - Present
Bank of America October 2014 - August 2015
Bank of America December 2011 - May 2014
Bank of America January 2009 - December 2011
Merrill Lynch December 2001 - December 2008
Skills
Vendor Management, Operations Management, Outsourcing, Process Improvement, Financial Services, Cross-functional Team..., Presentation Development, Marketing Communications, Philanthropy, BPO, Virtual Teams, Corporate Social..., Management
Education
Yale University
Bachelor of Arts (B.A.), American Studies
Fordham University
Master of Science (MS), Graduate School of Religion, Religious Education, Spiritual Direction & Pastoral Counseling
CBRE Global Workplace Solutions September 2015 - Present
Bank of America October 2014 - August 2015
Bank of America December 2011 - May 2014
Bank of America January 2009 - December 2011
Merrill Lynch December 2001 - December 2008
Skills
Vendor Management, Operations Management, Outsourcing, Process Improvement, Financial Services, Cross-functional Team..., Presentation Development, Marketing Communications, Philanthropy, BPO, Virtual Teams, Corporate Social..., Management
Education
Yale University
Bachelor of Arts (B.A.), American Studies
Fordham University
Master of Science (MS), Graduate School of Religion, Religious Education, Spiritual Direction & Pastoral Counseling
Kevin Rooney Kevin Rooney's Merrill Lynch Experience October 2003 - June 2006
Job Senior Compliance Officer, Associate General Counsel
Industry Investment Management
Experience
Cerberus Capital Management September 2008 - Present
Fordham University, College of Business Administration September 2005 - December 2010
American International Group November 2007 - September 2008
Fordham University, Graduate School of Business Administration September 2005 - December 2007
Credit Suisse June 2006 - November 2007
Merrill Lynch October 2003 - June 2006
Condon & Forsyth LLP June 2000 - October 2003
New York County District Attorney's Office September 1996 - May 2000
Volume Services/Canteen Corporation at Yankee Stadium June 1987 - September 1991
Skills
Securities, Hedge Funds, Alternative Investments, Private Equity, Equities, Corporate Governance, Due Diligence, Capital Markets, Securities Regulation, FCPA
Education
Fordham University School of Law 1993 — 1996
JD
Fordham University 1988 — 1992
BA, Economics
Fordham Preparatory 1984 — 1988
H.S.
Cerberus Capital Management September 2008 - Present
Fordham University, College of Business Administration September 2005 - December 2010
American International Group November 2007 - September 2008
Fordham University, Graduate School of Business Administration September 2005 - December 2007
Credit Suisse June 2006 - November 2007
Merrill Lynch October 2003 - June 2006
Condon & Forsyth LLP June 2000 - October 2003
New York County District Attorney's Office September 1996 - May 2000
Volume Services/Canteen Corporation at Yankee Stadium June 1987 - September 1991
Skills
Securities, Hedge Funds, Alternative Investments, Private Equity, Equities, Corporate Governance, Due Diligence, Capital Markets, Securities Regulation, FCPA
Education
Fordham University School of Law 1993 — 1996
JD
Fordham University 1988 — 1992
BA, Economics
Fordham Preparatory 1984 — 1988
H.S.
Brian Strickrodt's Merrill Lynch Experience February 2010 - May 2010
Job Consultant I at Advent Software
Industry Computer Software
Experience
Advent Software March 2013 - Present
Advent Software February 2012 - March 2013
Advent Software April 2011 - February 2012
Merrill Lynch February 2010 - May 2010
Hertz Corporation May 2008 - October 2008
Skills
Management, Enterprise Software, Salesforce.com, Account Management, Customer Service, Business Analysis, SaaS, CRM, Consulting, Project Management, Sales, Software Implementation, Data Integration, Report Writing, Shell Scripting, Linux Server, Microsoft SQL Server, SSRS, Web Services API
Education
Fordham University 2006 — 2010
BS, Finance, Economics
Advent Software March 2013 - Present
Advent Software February 2012 - March 2013
Advent Software April 2011 - February 2012
Merrill Lynch February 2010 - May 2010
Hertz Corporation May 2008 - October 2008
Skills
Management, Enterprise Software, Salesforce.com, Account Management, Customer Service, Business Analysis, SaaS, CRM, Consulting, Project Management, Sales, Software Implementation, Data Integration, Report Writing, Shell Scripting, Linux Server, Microsoft SQL Server, SSRS, Web Services API
Education
Fordham University 2006 — 2010
BS, Finance, Economics
Brandon Dempster's Merrill Lynch Experience September 2014 - December 2014
Job Intern at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management January 2015 - Present
Seeking Alpha 2015 - 2015
Merrill Lynch September 2014 - December 2014
Marcus & Millichap February 2014 - August 2014
Fordham University Ram Van August 2013 - March 2014
The Edge Fitness Clubs LLC July 2013 - January 2014
Skills
Microsoft Excel, Finance, Data Analysis, Investment Banking, Investments, Financial Analysis, Financial Modeling, Bloomberg Terminal, DCF Valuation, Teamwork, Customer Service, PowerPoint, Microsoft Word, Research, Salesforce.com, Social Media, Equity Research, Valuation, Leveraged Finance, Capital IQ, Portfolio Management, Time Management
Education
Fordham University 2013 — 2017
Finance, Gabelli School of Business Sophomore
Loyola High School 2009 — 2013
Moore Capital Management January 2015 - Present
Seeking Alpha 2015 - 2015
Merrill Lynch September 2014 - December 2014
Marcus & Millichap February 2014 - August 2014
Fordham University Ram Van August 2013 - March 2014
The Edge Fitness Clubs LLC July 2013 - January 2014
Skills
Microsoft Excel, Finance, Data Analysis, Investment Banking, Investments, Financial Analysis, Financial Modeling, Bloomberg Terminal, DCF Valuation, Teamwork, Customer Service, PowerPoint, Microsoft Word, Research, Salesforce.com, Social Media, Equity Research, Valuation, Leveraged Finance, Capital IQ, Portfolio Management, Time Management
Education
Fordham University 2013 — 2017
Finance, Gabelli School of Business Sophomore
Loyola High School 2009 — 2013
Thomas Dornan Thomas Dornan's Merrill Lynch Experience August 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
Skills
Microsoft Excel, Investment Advisory, Investments, Asset Management, Financial Planning, Financial Analysis
Education
Fordham University 2004 — 2008
Bachelor of Science (B.S.), Finance
Merrill Lynch August 2008 - Present
Skills
Microsoft Excel, Investment Advisory, Investments, Asset Management, Financial Planning, Financial Analysis
Education
Fordham University 2004 — 2008
Bachelor of Science (B.S.), Finance
Adrienne Horkley Adrienne Horkley's Merrill Lynch Experience June 2009 - May 2011
Job AnalystReal Estate at BankUnited
Industry Financial Services
Experience
BankUnited December 2013 - Present
JPMorgan Chase June 2011 - Present
Merrill Lynch June 2009 - May 2011
Saks Fifth Avenue May 2010 - August 2010
Skills
Real Estate Transactions, Commercial Real Estate, Credit Risk, Credit Analysis, Investment Strategies, Investment Properties, Microsoft Excel, PowerPoint, Bloomberg Terminal
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics
BankUnited December 2013 - Present
JPMorgan Chase June 2011 - Present
Merrill Lynch June 2009 - May 2011
Saks Fifth Avenue May 2010 - August 2010
Skills
Real Estate Transactions, Commercial Real Estate, Credit Risk, Credit Analysis, Investment Strategies, Investment Properties, Microsoft Excel, PowerPoint, Bloomberg Terminal
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics
Paul Manfredi Paul Manfredi's Merrill Lynch Experience December 2007 - February 2010
Job Business Analyst at HSBC
Industry Financial Services
Experience
HSBC February 2015 - Present
UBS September 2014 - February 2015
Citi September 2012 - December 2013
Leaders in Reconciliation Risk Control in the Greater New York City Area January 2012 - August 2012
BofA Merrill Lynch February 2010 - December 2011
Merrill Lynch December 2007 - February 2010
Merrill Lynch May 2006 - December 2007
Merrill Lynch September 2004 - May 2006
Merrill Lynch February 2003 - September 2004
Skills
Middle Office, Back Office, Settlement, Collateral Management, Operations Management, Client Services, Project Implementation, Operational Risk, MIS Reporting, Trade Facilitation, Microsoft Office, Trading, Hedge Funds, Budgets, Software Documentation, Start-ups, MIS, Bloomberg, Accounting, Financial Risk, Prime Brokerage, Financial Services, Equities, Trading Systems, Process Improvement, Management, Leadership, Finance, Program Management
Education
Fordham University
BS, Psychology
HSBC February 2015 - Present
UBS September 2014 - February 2015
Citi September 2012 - December 2013
Leaders in Reconciliation Risk Control in the Greater New York City Area January 2012 - August 2012
BofA Merrill Lynch February 2010 - December 2011
Merrill Lynch December 2007 - February 2010
Merrill Lynch May 2006 - December 2007
Merrill Lynch September 2004 - May 2006
Merrill Lynch February 2003 - September 2004
Skills
Middle Office, Back Office, Settlement, Collateral Management, Operations Management, Client Services, Project Implementation, Operational Risk, MIS Reporting, Trade Facilitation, Microsoft Office, Trading, Hedge Funds, Budgets, Software Documentation, Start-ups, MIS, Bloomberg, Accounting, Financial Risk, Prime Brokerage, Financial Services, Equities, Trading Systems, Process Improvement, Management, Leadership, Finance, Program Management
Education
Fordham University
BS, Psychology
Aleksandr Slavin's Merrill Lynch Experience October 2008 - Present
Job Intern at Merrill Lynch Investment Managers
Industry Higher Education
Experience
Merrill Lynch October 2008 - Present
ENTERPRISE June 2010 - August 2010
Dial America February 2007 - August 2009
Education
Fordham University 2007 — 2011
BS, Finance, Accounting
FORDHAM UNIVERSITY, THE GABELLI SCHOOL OF BUSINESS
Bachelor of Science, Finance; Accounting
New
New
Merrill Lynch October 2008 - Present
ENTERPRISE June 2010 - August 2010
Dial America February 2007 - August 2009
Education
Fordham University 2007 — 2011
BS, Finance, Accounting
FORDHAM UNIVERSITY, THE GABELLI SCHOOL OF BUSINESS
Bachelor of Science, Finance; Accounting
New
New
Lekan Oyefesobi Lekan Oyefesobi's Merrill Lynch Experience September 2003 - May 2005
Job Securities Examiner
Industry Financial Services
Experience
U.S. Securities and Exchange Commission November 2014 - Present
Deloitte Financial Advisory Services LLP July 2013 - September 2014
KPMG LLP January 2011 - June 2013
UBS Financial Services May 2005 - January 2011
Merrill Lynch September 2003 - May 2005
Skills
Due Diligence, Mutual Funds, Financial Institutions, Investment Banking, Corporate Finance, Risk Management, Capital Markets, Financial Analysis, Equities, Auditing, Valuation, Risk Assessment, Management Consulting, AML, Hedge Funds, Internal Audit, Analysis, Financial Risk, Investments, Accounting, Asset Management, Financial Modeling, Private Equity, Enterprise Risk..., Financial Services, Internal Controls, Trading, Financial Advisory, Finance, Portfolio Management, Mergers & Acquisitions, Bloomberg, USA PATRIOT Act, Financial Markets, KYC, Securities, OFAC, Investment Advisory, Options, Derivatives, Corporate Governance, Anti Money Laundering, Data Analysis, Management
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance & Business Economics
Rutgers University-New Brunswick 1999 — 2002
BA, Economics
U.S. Securities and Exchange Commission November 2014 - Present
Deloitte Financial Advisory Services LLP July 2013 - September 2014
KPMG LLP January 2011 - June 2013
UBS Financial Services May 2005 - January 2011
Merrill Lynch September 2003 - May 2005
Skills
Due Diligence, Mutual Funds, Financial Institutions, Investment Banking, Corporate Finance, Risk Management, Capital Markets, Financial Analysis, Equities, Auditing, Valuation, Risk Assessment, Management Consulting, AML, Hedge Funds, Internal Audit, Analysis, Financial Risk, Investments, Accounting, Asset Management, Financial Modeling, Private Equity, Enterprise Risk..., Financial Services, Internal Controls, Trading, Financial Advisory, Finance, Portfolio Management, Mergers & Acquisitions, Bloomberg, USA PATRIOT Act, Financial Markets, KYC, Securities, OFAC, Investment Advisory, Options, Derivatives, Corporate Governance, Anti Money Laundering, Data Analysis, Management
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance & Business Economics
Rutgers University-New Brunswick 1999 — 2002
BA, Economics
Diana R. Fallone's Merrill Lynch Experience January 2008 - December 2008
Job Customer Success Manager, Take the Interview
Industry Computer Software
Experience
Take the Interview, Inc. August 2015 - Present
Indeed.com January 2014 - April 2015
Indeed.com September 2012 - December 2013
Indeed.com January 2010 - August 2012
News America Marketing February 2009 - January 2010
NJ Lenders Corp June 2008 - January 2009
Merrill Lynch January 2008 - December 2008
Citigroup June 2007 - August 2007
Skills
SEM, PPC, Online Advertising, Advertising, Team Leadership, Selling Skills, Digital Marketing, Strategic Communications, Social Media, Marketing, Social Media Marketing, Lead Generation, Account Management, Business Development, Direct Marketing, Strategy, Sales, Management, Salesforce.com, New Business Development
Education
Fordham University 2004 — 2008
B.A., Media Studies, Economics
Take the Interview, Inc. August 2015 - Present
Indeed.com January 2014 - April 2015
Indeed.com September 2012 - December 2013
Indeed.com January 2010 - August 2012
News America Marketing February 2009 - January 2010
NJ Lenders Corp June 2008 - January 2009
Merrill Lynch January 2008 - December 2008
Citigroup June 2007 - August 2007
Skills
SEM, PPC, Online Advertising, Advertising, Team Leadership, Selling Skills, Digital Marketing, Strategic Communications, Social Media, Marketing, Social Media Marketing, Lead Generation, Account Management, Business Development, Direct Marketing, Strategy, Sales, Management, Salesforce.com, New Business Development
Education
Fordham University 2004 — 2008
B.A., Media Studies, Economics
Aleksandra Antolak's Merrill Lynch Experience June 2014 - August 2014
Job Investment Analyst at Technology Crossover Ventures
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures May 2015 - Present
Merrill Lynch June 2014 - August 2014
Biot Group February 2014 - May 2014
Argo Partners January 2013 - January 2014
The Challenge Printing Company March 2011 - December 2012
Skills
Microsoft Word, Sales, Microsoft Excel, PowerPoint, Social Media, Customer Service, Negotiation, Research, Spanish, Teamwork, Finance, Financial Analysis, Investments, Microsoft Office, Public Speaking, Financial Modeling
Education
Fordham University 2011 — 2015
Bachelor of Arts (BA), Economics, 3.7
Universidad de Granada 2014 — 2014
Spanish Language and Literature
Paramus Catholic High School 2007 — 2011
High School Diploma
Technology Crossover Ventures May 2015 - Present
Merrill Lynch June 2014 - August 2014
Biot Group February 2014 - May 2014
Argo Partners January 2013 - January 2014
The Challenge Printing Company March 2011 - December 2012
Skills
Microsoft Word, Sales, Microsoft Excel, PowerPoint, Social Media, Customer Service, Negotiation, Research, Spanish, Teamwork, Finance, Financial Analysis, Investments, Microsoft Office, Public Speaking, Financial Modeling
Education
Fordham University 2011 — 2015
Bachelor of Arts (BA), Economics, 3.7
Universidad de Granada 2014 — 2014
Spanish Language and Literature
Paramus Catholic High School 2007 — 2011
High School Diploma
Matthew Staudt Matthew Staudt's Merrill Lynch Experience February 2011 - May 2012
Job Associate at Gartland and Mellina Group
Industry Financial Services
Experience
Gartland and Mellina Group January 2013 - Present
Deutsche Bank 2013 - Present
UBS June 2012 - September 2012
Merrill Lynch February 2011 - May 2012
Skills
Equities, Bloomberg, Alternative Investments, Hedge Funds, Asset Managment, Financial Analysis, Bloomberg Terminal, Investments, Equity Research, Financial Markets, Fixed Income, Wealth Management, Asset Management, Capital Markets, Risk Management
Education
Iona College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Fordham University 2007 — 2009
Gartland and Mellina Group January 2013 - Present
Deutsche Bank 2013 - Present
UBS June 2012 - September 2012
Merrill Lynch February 2011 - May 2012
Skills
Equities, Bloomberg, Alternative Investments, Hedge Funds, Asset Managment, Financial Analysis, Bloomberg Terminal, Investments, Equity Research, Financial Markets, Fixed Income, Wealth Management, Asset Management, Capital Markets, Risk Management
Education
Iona College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Fordham University 2007 — 2009
Ted Flinn Ted Flinn's Merrill Lynch Experience 1997 - 1998
Job Vice President at Tag Worldwide
Industry Marketing and Advertising
Experience
Tag Worldwide June 2015 - Present
Affinion Group ($1.5B Apollo Global Portfolio Company) June 2014 - June 2015
Geometry Global July 2011 - March 2014
TracyLocke June 2010 - July 2011
Daymon Worldwide 2004 - April 2010
Berni Marketing & Design 2000 - 2004
TRF Asset Management 1998 - 2000
Merrill Lynch 1997 - 1998
Chase Manhattan Corporation March 1992 - May 1995
Skills
Marketing Strategy, Brand Management, Integrated Marketing, Brand Development, Brand Architecture, Shopper Marketing, Marketing, Digital Marketing, Strategy, Management, Customer Insight, Strategic Planning, Competitive Analysis, Creative Direction, Retail, Promotions, Marketing Communications, New Business Development, Business Strategy, Direct Marketing, P&L Management, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Brand Awareness, Marketing Research, Market Research, Account Management, Advertising, Consumer Products, Leadership, Segmentation, Relationship Marketing, Product Marketing, Social Media Marketing, Mobile Marketing, Consumer Insights, FMCG, Analytics, Category Management, Merchandising, Packaging, Market Planning, Marketing Management, Corporate Branding, Key Account Management, Trade Marketing, Creative Strategy, CRM, Business Development
Education
Fordham University - Graduate School of Business Administration
MBA, Marketing & Finance
University of Colorado at Boulder
BA, Economics & English
Tag Worldwide June 2015 - Present
Affinion Group ($1.5B Apollo Global Portfolio Company) June 2014 - June 2015
Geometry Global July 2011 - March 2014
TracyLocke June 2010 - July 2011
Daymon Worldwide 2004 - April 2010
Berni Marketing & Design 2000 - 2004
TRF Asset Management 1998 - 2000
Merrill Lynch 1997 - 1998
Chase Manhattan Corporation March 1992 - May 1995
Skills
Marketing Strategy, Brand Management, Integrated Marketing, Brand Development, Brand Architecture, Shopper Marketing, Marketing, Digital Marketing, Strategy, Management, Customer Insight, Strategic Planning, Competitive Analysis, Creative Direction, Retail, Promotions, Marketing Communications, New Business Development, Business Strategy, Direct Marketing, P&L Management, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Brand Awareness, Marketing Research, Market Research, Account Management, Advertising, Consumer Products, Leadership, Segmentation, Relationship Marketing, Product Marketing, Social Media Marketing, Mobile Marketing, Consumer Insights, FMCG, Analytics, Category Management, Merchandising, Packaging, Market Planning, Marketing Management, Corporate Branding, Key Account Management, Trade Marketing, Creative Strategy, CRM, Business Development
Education
Fordham University - Graduate School of Business Administration
MBA, Marketing & Finance
University of Colorado at Boulder
BA, Economics & English
Michael Feliciano Michael Feliciano's Merrill Lynch Experience August 2015 - Present
Job Client Associate at Merrill Lynch
Industry Management Consulting
Experience
Merrill Lynch August 2015 - Present
Cookie Republic April 2015 - July 2015
UtiliSave, LLC August 2014 - March 2015
House of Sports NY January 2014 - January 2015
OurCrowd August 2013 - December 2013
Skills
Launching Start-ups, Entrepreneurship, Management, Team Leadership, Customer Service, Python, PowerPoint, Microsoft Excel, Project Management, Leadership
Education
Fordham University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, Info Systems
Iona Prep
Merrill Lynch August 2015 - Present
Cookie Republic April 2015 - July 2015
UtiliSave, LLC August 2014 - March 2015
House of Sports NY January 2014 - January 2015
OurCrowd August 2013 - December 2013
Skills
Launching Start-ups, Entrepreneurship, Management, Team Leadership, Customer Service, Python, PowerPoint, Microsoft Excel, Project Management, Leadership
Education
Fordham University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, Info Systems
Iona Prep
Chrystie-Lynn Guagliardo Chrystie-Lynn Guagliardo's Merrill Lynch Experience 2008 - 2009
Job
Industry Financial Services
Experience
RBC Capital Markets June 2010 - Present
Hometime Estates May 2008 - Present
Merrill Lynch 2008 - 2009
Simon & Schuster June 2006 - August 2006
Skills
Capital Markets, Human Resources, Equities, Recruiting, Financial Analysis, Financial Modeling
Education
Fordham University 2010 — 2012
Master's Degree, Social Work
Sacred Heart University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration Concentrating in Sports Management
RBC Capital Markets June 2010 - Present
Hometime Estates May 2008 - Present
Merrill Lynch 2008 - 2009
Simon & Schuster June 2006 - August 2006
Skills
Capital Markets, Human Resources, Equities, Recruiting, Financial Analysis, Financial Modeling
Education
Fordham University 2010 — 2012
Master's Degree, Social Work
Sacred Heart University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration Concentrating in Sports Management
Sheila Walsh's Merrill Lynch Experience May 1998 - April 2000
Job Project Manager at CreditShop, Inc.
Industry Financial Services
Experience
TSR Consulting Services, Inc March 2015 - June 2015
Fidessa Corporation January 2010 - August 2014
Fidessa LatentZero Ltd. September 2007 - January 2010
Secure Response Inc. January 2007 - August 2007
Reuters April 2001 - December 2006
FUJITSU/DMR Consulting April 2000 - April 2001
MERRILL LYNCH May 1998 - April 2000
Reuters December 1992 - March 1998
The Long-Term Credit Bank of Japan, Ltd. 1987 - 1992
Skills
Budgeting, Contingency Planning, Vendor Management, PMO, Program Management, Cross-functional Team..., Agile Project Management, Trading Systems, Risk Management, Bloomberg, Disaster Recovery, Portfolio Management, Budgets, Leadership, Market Data, Business Process, Software Project..., Project Management, Options, Integration, Resource Management, IT Strategy, Change Management, Business Analysis, Order Management, Management, Business Transformation, Project Planning, Enterprise Software, Financial Services, SDLC, Project Delivery, Project Portfolio..., Electronic Trading, PMP, Requirements Analysis, Testing, Trading, Outsourcing, Product Management, Consulting, Reference Data, Requirements Gathering
Education
Fordham University
B.S., Finance
TSR Consulting Services, Inc March 2015 - June 2015
Fidessa Corporation January 2010 - August 2014
Fidessa LatentZero Ltd. September 2007 - January 2010
Secure Response Inc. January 2007 - August 2007
Reuters April 2001 - December 2006
FUJITSU/DMR Consulting April 2000 - April 2001
MERRILL LYNCH May 1998 - April 2000
Reuters December 1992 - March 1998
The Long-Term Credit Bank of Japan, Ltd. 1987 - 1992
Skills
Budgeting, Contingency Planning, Vendor Management, PMO, Program Management, Cross-functional Team..., Agile Project Management, Trading Systems, Risk Management, Bloomberg, Disaster Recovery, Portfolio Management, Budgets, Leadership, Market Data, Business Process, Software Project..., Project Management, Options, Integration, Resource Management, IT Strategy, Change Management, Business Analysis, Order Management, Management, Business Transformation, Project Planning, Enterprise Software, Financial Services, SDLC, Project Delivery, Project Portfolio..., Electronic Trading, PMP, Requirements Analysis, Testing, Trading, Outsourcing, Product Management, Consulting, Reference Data, Requirements Gathering
Education
Fordham University
B.S., Finance
Steve Keeler Steve Keeler's Merrill Lynch Experience September 2010 - December 2010
Job Client Service Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management August 2011 - Present
Merrill Lynch September 2010 - December 2010
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Series 7, Social Media, Wealth Management, Bloomberg Terminal, Asset Allocation, Asset Management, Hedge Funds, Mutual Funds, Investment Strategies, Alternative Investments, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University 2007 — 2011
Lazard Asset Management August 2011 - Present
Merrill Lynch September 2010 - December 2010
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Series 7, Social Media, Wealth Management, Bloomberg Terminal, Asset Allocation, Asset Management, Hedge Funds, Mutual Funds, Investment Strategies, Alternative Investments, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University 2007 — 2011
Camila Mize Camila Mize's Merrill Lynch Experience December 2009 - April 2010
Job Research Consulting Associate at Litman Gregory
Industry Financial Services
Experience
Litman Gregory February 2015 - Present
Connolly Insight LP January 2011 - January 2015
Tefen April 2010 - December 2010
Merrill Lynch December 2009 - April 2010
Yale University April 2008 - January 2010
Education
Fordham University 2006 — 2010
BA & BS, Economics & Psychology
St. Ignatius College Prep
Litman Gregory February 2015 - Present
Connolly Insight LP January 2011 - January 2015
Tefen April 2010 - December 2010
Merrill Lynch December 2009 - April 2010
Yale University April 2008 - January 2010
Education
Fordham University 2006 — 2010
BA & BS, Economics & Psychology
St. Ignatius College Prep
Nikki de Castro's Merrill Lynch Experience September 2011 - December 2011
Job FSO Assurance Staff at EY
Industry Accounting
Experience
EY September 2015 - Present
Kumon North America, Inc. May 2015 - August 2015
Fordham University August 2014 - May 2015
McGladrey May 2014 - May 2015
PCAOB January 2014 - May 2014
The Hartford May 2012 - August 2012
BlackBerry RIM October 2011 - May 2012
UBS January 2012 - April 2012
Merrill Lynch September 2011 - December 2011
London & London: Attorneys at Law September 2009 - August 2010
Skills
Leadership, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Morningstar, TM1, Access, QuickBooks, ProSystem fx Tax, Project Management
Education
University of Connecticut 2014 — 2015
Master's Degree, Accounting
Fordham University 2010 — 2014
Bachelor's Degree, Public Accounting
Newington High School 2006 — 2010
High School Diploma
EY September 2015 - Present
Kumon North America, Inc. May 2015 - August 2015
Fordham University August 2014 - May 2015
McGladrey May 2014 - May 2015
PCAOB January 2014 - May 2014
The Hartford May 2012 - August 2012
BlackBerry RIM October 2011 - May 2012
UBS January 2012 - April 2012
Merrill Lynch September 2011 - December 2011
London & London: Attorneys at Law September 2009 - August 2010
Skills
Leadership, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Morningstar, TM1, Access, QuickBooks, ProSystem fx Tax, Project Management
Education
University of Connecticut 2014 — 2015
Master's Degree, Accounting
Fordham University 2010 — 2014
Bachelor's Degree, Public Accounting
Newington High School 2006 — 2010
High School Diploma
Scott Ende Scott Ende's Merrill Lynch Experience May 2011 - August 2011
Job
Industry Marketing and Advertising
Experience
Merrill Lynch May 2011 - August 2011
Media General January 2008 - March 2009
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Financial Accounting, Forecasting, Analysis, Budgets
Education
Fordham University 2010 — 2012
MBA, Finance
Tulane University 2004 — 2007
BSM, Accounting and Economics
GSGIS 1999 — 2003
Merrill Lynch May 2011 - August 2011
Media General January 2008 - March 2009
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Financial Accounting, Forecasting, Analysis, Budgets
Education
Fordham University 2010 — 2012
MBA, Finance
Tulane University 2004 — 2007
BSM, Accounting and Economics
GSGIS 1999 — 2003
James Hartigan James Hartigan's Merrill Lynch Experience January 2012 - April 2012
Job Real Estate Analyst at J.Crew
Industry Retail
Experience
J.Crew April 2015 - Present
J.Crew June 2013 - April 2015
Disney ABC Television Group September 2012 - March 2013
J.Crew June 2012 - August 2012
J.Crew September 2011 - May 2012
Merrill Lynch January 2012 - April 2012
Skills
Microsoft Office, iWork, Social Media, Event Management, Inventory Management, Adobe Creative Suite, Lexis, Nielsen
Education
Fordham University 2009 — 2013
Bachelor of Science, Business Administration
J.Crew April 2015 - Present
J.Crew June 2013 - April 2015
Disney ABC Television Group September 2012 - March 2013
J.Crew June 2012 - August 2012
J.Crew September 2011 - May 2012
Merrill Lynch January 2012 - April 2012
Skills
Microsoft Office, iWork, Social Media, Event Management, Inventory Management, Adobe Creative Suite, Lexis, Nielsen
Education
Fordham University 2009 — 2013
Bachelor of Science, Business Administration
Linda McClanahan Linda McClanahan's Merrill Lynch Experience 2006 - 2008
Job Assistant Manager at Dollar Tree Stores
Industry Financial Services
Experience
Dollar Tree Stores November 2013 - Present
NJ Division of Taxation May 2013 - September 2013
Robert Half Technology July 2012 - December 2012
Randstad March 2008 - November 2010
Merrill Lynch 2006 - 2008
Bloomberg LP 2000 - 2005
Bloomberg 1997 - 2000
Skills
Business Analysis, Analysis, Program Management, Quality Assurance, Databases, SQL, Marketing, Process Improvement, Training, Linux, Business Process, Investments, SharePoint, Visio, Oracle, Requirements Gathering, Vendor Management, Internal Audit
Education
Mercer County Community College 2010 — 2012
Certificate, Database Administration and Network Technology
Fordham University - Graduate School of Business Administration 1982 — 1987
MBA, Business Administration and Management, General
Wheaton College (MA) 1972 — 1977
BA, Economics
Dollar Tree Stores November 2013 - Present
NJ Division of Taxation May 2013 - September 2013
Robert Half Technology July 2012 - December 2012
Randstad March 2008 - November 2010
Merrill Lynch 2006 - 2008
Bloomberg LP 2000 - 2005
Bloomberg 1997 - 2000
Skills
Business Analysis, Analysis, Program Management, Quality Assurance, Databases, SQL, Marketing, Process Improvement, Training, Linux, Business Process, Investments, SharePoint, Visio, Oracle, Requirements Gathering, Vendor Management, Internal Audit
Education
Mercer County Community College 2010 — 2012
Certificate, Database Administration and Network Technology
Fordham University - Graduate School of Business Administration 1982 — 1987
MBA, Business Administration and Management, General
Wheaton College (MA) 1972 — 1977
BA, Economics
Steven Videla Steven Videla's Merrill Lynch Experience March 2003 - April 2005
Job Trading | Asset Management | Branding | Online Marketing | Social Media
Industry Financial Services
Experience
Intersecurities International October 2014 - Present
Murex Capital LLC September 2012 - September 2014
Avila Capital Markets, Inc. January 2009 - September 2012
Pali Capital January 2005 - December 2008
Merrill Lynch March 2003 - April 2005
American Express Financial Advisors August 2002 - March 2003
Skills
Account Management, Hispanic Market, Social Media Marketing, Marketing Management, Brand Awareness, Project Management, Fixed Income, Marketing Strategy, Emerging Markets, Trading, Marketing, Finance, Hedge Funds, Equities, Options, Bloomberg, Capital Markets, Securities, Structured Products, Derivatives, Financial Analysis, Bonds, Alternative Investments, Investment Banking, Investments, Financial Markets, Asset Managment, Series 7, Series 63, Portfolio Management, Asset Management, Wealth Management, Proprietary Trading, Strategy
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Marketing
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
Intersecurities International October 2014 - Present
Murex Capital LLC September 2012 - September 2014
Avila Capital Markets, Inc. January 2009 - September 2012
Pali Capital January 2005 - December 2008
Merrill Lynch March 2003 - April 2005
American Express Financial Advisors August 2002 - March 2003
Skills
Account Management, Hispanic Market, Social Media Marketing, Marketing Management, Brand Awareness, Project Management, Fixed Income, Marketing Strategy, Emerging Markets, Trading, Marketing, Finance, Hedge Funds, Equities, Options, Bloomberg, Capital Markets, Securities, Structured Products, Derivatives, Financial Analysis, Bonds, Alternative Investments, Investment Banking, Investments, Financial Markets, Asset Managment, Series 7, Series 63, Portfolio Management, Asset Management, Wealth Management, Proprietary Trading, Strategy
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Marketing
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
Steven Flowers Steven Flowers's Merrill Lynch Experience June 1997 - August 1998
Job VP at GE Capital Americas
Industry Financial Services
Experience
GE Capital June 2006 - Present
Cerberus Capital Management December 1999 - June 2006
Golden Eagle Leasing LLC September 1998 - December 1999
Merrill Lynch June 1997 - August 1998
Con Edison May 1992 - May 1997
Bulgarian Armed Forces September 1982 - December 1983
Skills
Portfolio Management, Loans, Financial Analysis, Credit, Investments, Underwriting, Finance, Financial Modeling, Credit Risk, Valuation, Corporate Finance, Mergers
Education
Fordham Gabelli School of Business 1993 — 1997
MBA, Finance
Manhattan College 1986 — 1992
BS, Mechanical Engineering
GE Capital June 2006 - Present
Cerberus Capital Management December 1999 - June 2006
Golden Eagle Leasing LLC September 1998 - December 1999
Merrill Lynch June 1997 - August 1998
Con Edison May 1992 - May 1997
Bulgarian Armed Forces September 1982 - December 1983
Skills
Portfolio Management, Loans, Financial Analysis, Credit, Investments, Underwriting, Finance, Financial Modeling, Credit Risk, Valuation, Corporate Finance, Mergers
Education
Fordham Gabelli School of Business 1993 — 1997
MBA, Finance
Manhattan College 1986 — 1992
BS, Mechanical Engineering
Kenny Kandola's Merrill Lynch Experience May 2008 - August 2008
Job Risk Management Associate at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank July 2015 - Present
BrownGreer PLC September 2012 - May 2014
Sophie B. Wright Charter School February 2011 - May 2011
The Heart Center May 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Investments, Business Analysis, Financial Analysis, Entrepreneurship, Finance, Corporate Finance, Microsoft Excel, PowerPoint, Equity Research, Portfolio Management, Strategic Investment, Investment Research, Equity Valuation, Equity Derivatives, Business Strategy, Fitness, Tennis, Equity Trading, Management, Equities, Research, Microsoft Office, Python, JavaScript, HTML, CSS
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Global Finance, 3.8
Tulane University - A.B. Freeman School of Business 2007 — 2011
B.S.M., Finance
Standard Chartered Bank July 2015 - Present
BrownGreer PLC September 2012 - May 2014
Sophie B. Wright Charter School February 2011 - May 2011
The Heart Center May 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Investments, Business Analysis, Financial Analysis, Entrepreneurship, Finance, Corporate Finance, Microsoft Excel, PowerPoint, Equity Research, Portfolio Management, Strategic Investment, Investment Research, Equity Valuation, Equity Derivatives, Business Strategy, Fitness, Tennis, Equity Trading, Management, Equities, Research, Microsoft Office, Python, JavaScript, HTML, CSS
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Global Finance, 3.8
Tulane University - A.B. Freeman School of Business 2007 — 2011
B.S.M., Finance
Angela Luongo Angela Luongo's Merrill Lynch Experience September 2009 - December 2009
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase February 2014 - June 2015
JPMorgan Chase June 2011 - January 2014
La Lanterna Ristorante & Caffe June 2005 - June 2011
Fordham University February 2009 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Fordham University August 2007 - November 2007
Skills
Analysis, Bloomberg, Business Strategy, Competitive Analysis, Investor Relations, Leadership, Strategy
Education
Fordham University 2007 — 2011
BS, Major: Applied Accounting and Finance; Specialization: International Business
J.P. Morgan July 2015 - Present
JPMorgan Chase February 2014 - June 2015
JPMorgan Chase June 2011 - January 2014
La Lanterna Ristorante & Caffe June 2005 - June 2011
Fordham University February 2009 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Fordham University August 2007 - November 2007
Skills
Analysis, Bloomberg, Business Strategy, Competitive Analysis, Investor Relations, Leadership, Strategy
Education
Fordham University 2007 — 2011
BS, Major: Applied Accounting and Finance; Specialization: International Business
Michael (Max) Ryan's Merrill Lynch Experience October 1994 - April 2005
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Morgan Stanley March 2009 - February 2011
Morgan Stanley March 2008 - March 2009
Morgan Stanley May 2005 - March 2008
Merrill Lynch October 1994 - April 2005
BZW (Barclays de Zoete Wedd) September 1989 - September 1994
Skills
Fixed Income, Securities, Derivatives, Bonds, MBS, Trading, Financial Reporting, Capital Markets, Investment Banking, Financial Services, FINRA, Collateral Management, Hedge Funds, Equities, Bloomberg, Finance, Risk Management, Financial Modeling, Financial Analysis
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance & Information Systems
University of Vermont 1985 — 1989
BS, Accounting
Morgan Stanley March 2011 - Present
Morgan Stanley March 2009 - February 2011
Morgan Stanley March 2008 - March 2009
Morgan Stanley May 2005 - March 2008
Merrill Lynch October 1994 - April 2005
BZW (Barclays de Zoete Wedd) September 1989 - September 1994
Skills
Fixed Income, Securities, Derivatives, Bonds, MBS, Trading, Financial Reporting, Capital Markets, Investment Banking, Financial Services, FINRA, Collateral Management, Hedge Funds, Equities, Bloomberg, Finance, Risk Management, Financial Modeling, Financial Analysis
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance & Information Systems
University of Vermont 1985 — 1989
BS, Accounting
Sean Rafter Sean Rafter's Merrill Lynch Experience May 2008 - September 2008
Job Business Development Director at Kurtosys
Industry Financial Services
Experience
Kurtosys January 2015 - Present
Ridgetop Research August 2013 - January 2015
Ridgetop Research February 2011 - July 2013
Ridgetop Research January 2010 - January 2011
Ridgetop Research May 2009 - August 2009
Merrill Lynch May 2008 - September 2008
North Shore Financial Group, An Office of MetLife May 2007 - August 2007
Laidlaw & Company UK Ltd. January 2007 - April 2007
Nickerson Corporation June 2005 - January 2007
Education
Fordham University 2006 — 2009
BS, Finance, Communications & Media Studies
Kurtosys January 2015 - Present
Ridgetop Research August 2013 - January 2015
Ridgetop Research February 2011 - July 2013
Ridgetop Research January 2010 - January 2011
Ridgetop Research May 2009 - August 2009
Merrill Lynch May 2008 - September 2008
North Shore Financial Group, An Office of MetLife May 2007 - August 2007
Laidlaw & Company UK Ltd. January 2007 - April 2007
Nickerson Corporation June 2005 - January 2007
Education
Fordham University 2006 — 2009
BS, Finance, Communications & Media Studies
Stan V. Gogev's Merrill Lynch Experience September 2004 - November 2007
Job
Industry Financial Services
Experience
Strategic Insight September 2013 - Present
US Trust March 2010 - October 2012
Barclays Global Investors (acquired by BlackRock) 2007 - 2009
Merrill Lynch September 2004 - November 2007
Skills
Sub-Advisory Products, Investment Strategies, Mutual Funds, Manager Selection, Due Diligence, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, ETFs, Wealth Management, Separately Managed..., Performance Attribution, FactSet, Bloomberg Terminal, Morningstar, Asset Management, Equities, Investment Management, Fixed Income
Education
NYU School of Professional Studies
CFA Institute
CFA
Fordham Gabelli School of Business 2003 — 2006
MBA
New Bulgarian University
Bachelor’s Degree
Strategic Insight September 2013 - Present
US Trust March 2010 - October 2012
Barclays Global Investors (acquired by BlackRock) 2007 - 2009
Merrill Lynch September 2004 - November 2007
Skills
Sub-Advisory Products, Investment Strategies, Mutual Funds, Manager Selection, Due Diligence, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, ETFs, Wealth Management, Separately Managed..., Performance Attribution, FactSet, Bloomberg Terminal, Morningstar, Asset Management, Equities, Investment Management, Fixed Income
Education
NYU School of Professional Studies
CFA Institute
CFA
Fordham Gabelli School of Business 2003 — 2006
MBA
New Bulgarian University
Bachelor’s Degree
John Dalrymple John Dalrymple's Merrill Lynch Experience November 1996 - January 2009
Job Director at DTCC
Industry Financial Services
Experience
DTCC January 2009 - Present
Merrill Lynch November 1996 - January 2009
Bell Labs Lucent Technologies January 1994 - January 1996
AT&T 1991 - 1994
Skills
Organizational..., Talent Management, Staff Development, Training, Writing, Internal Audit, Compliance, Internal Communications, Marketing Communications, Diversity Strategy, Generalist, Personnel Management
Education
Fordham University 2009 — 2010
MS, Human Resources Education/Organizational Development
Penn State University 1983 — 1987
BS, Quantitative Business Analysis
DTCC January 2009 - Present
Merrill Lynch November 1996 - January 2009
Bell Labs Lucent Technologies January 1994 - January 1996
AT&T 1991 - 1994
Skills
Organizational..., Talent Management, Staff Development, Training, Writing, Internal Audit, Compliance, Internal Communications, Marketing Communications, Diversity Strategy, Generalist, Personnel Management
Education
Fordham University 2009 — 2010
MS, Human Resources Education/Organizational Development
Penn State University 1983 — 1987
BS, Quantitative Business Analysis
Stephanie Leib Stephanie Leib's Merrill Lynch Experience January 2007 - May 2007
Job Business Analyst at Rawson
Industry Oil & Energy
Experience
Rawson September 2013 - Present
Booz Allen Hamilton June 2011 - March 2013
EarthShot Foundation January 2010 - May 2011
Distributed Sun LLC September 2009 - May 2011
Lehman Brothers June 2007 - November 2008
Merrill Lynch January 2007 - May 2007
A.G. Edwards & Sons, Inc. January 2007 - May 2007
DKNY September 2005 - December 2005
Women For Hire January 2004 - May 2004
Skills
Investments, Financial Modeling, Forecasting, Corporate Finance, Investment Banking, Project Finance, Finance, Portfolio Management, Asset Management, Strategy, Analysis, Management, Process Improvement, Financial Analysis, Business Analysis, Project Management, Budgets, Microsoft Excel, Strategic Planning
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.)
Rawson September 2013 - Present
Booz Allen Hamilton June 2011 - March 2013
EarthShot Foundation January 2010 - May 2011
Distributed Sun LLC September 2009 - May 2011
Lehman Brothers June 2007 - November 2008
Merrill Lynch January 2007 - May 2007
A.G. Edwards & Sons, Inc. January 2007 - May 2007
DKNY September 2005 - December 2005
Women For Hire January 2004 - May 2004
Skills
Investments, Financial Modeling, Forecasting, Corporate Finance, Investment Banking, Project Finance, Finance, Portfolio Management, Asset Management, Strategy, Analysis, Management, Process Improvement, Financial Analysis, Business Analysis, Project Management, Budgets, Microsoft Excel, Strategic Planning
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.)
Louis Molinari Louis Molinari's Merrill Lynch Experience 1987 - 1999
Job Global Head of Capital Introductions and Hedge Fund Consulting at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2008 - September 2008
Wachovia January 2004 - July 2007
Metropolitan West 1999 - 2007
Merrill Lynch 1987 - 1999
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Executive Management, Alternative Investments, Equities, Asset Managment, Capital Markets, Portfolio Management, Derivatives, Investments, Securities, Trading, Series 7, Investment Banking, Private Equity, Bloomberg, Asset Allocation, Financial Markets, Investment Strategies, Options, Investment Management, Financial Modeling, Strategy, Securities Lending, Asset Management, Equity Trading, Valuation, Trading Systems, Emerging Markets, Credit Derivatives, Bonds, Financial Structuring, Financial Services, Relationship Management, Equity Derivatives, ETFs, Risk Management, FX Options, Electronic Trading, Commodity, Structured Finance, Series 63, Mutual Funds, Structured Products, Hedging, FINRA, Equity Research, Investor Relations, Capital
Education
Fordham University School of Law 1985 — 1989
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Fordham University 1981 — 1985
B.S., Finance, Business Administration
Barclays Capital October 2008 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2008 - September 2008
Wachovia January 2004 - July 2007
Metropolitan West 1999 - 2007
Merrill Lynch 1987 - 1999
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Executive Management, Alternative Investments, Equities, Asset Managment, Capital Markets, Portfolio Management, Derivatives, Investments, Securities, Trading, Series 7, Investment Banking, Private Equity, Bloomberg, Asset Allocation, Financial Markets, Investment Strategies, Options, Investment Management, Financial Modeling, Strategy, Securities Lending, Asset Management, Equity Trading, Valuation, Trading Systems, Emerging Markets, Credit Derivatives, Bonds, Financial Structuring, Financial Services, Relationship Management, Equity Derivatives, ETFs, Risk Management, FX Options, Electronic Trading, Commodity, Structured Finance, Series 63, Mutual Funds, Structured Products, Hedging, FINRA, Equity Research, Investor Relations, Capital
Education
Fordham University School of Law 1985 — 1989
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Fordham University 1981 — 1985
B.S., Finance, Business Administration
Conan Li's Merrill Lynch Experience May 2011 - August 2011
Job Software Investment Professional
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2014 - Present
OTR Global July 2013 - July 2014
Student Managed Investment Fund September 2012 - May 2013
Nomura Securities June 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Bloomberg Terminal, Economics, Valuation, Microsoft Office, Wealth Management, Bloomberg, Microsoft Excel, Data Analysis, Market Research, Microsoft Word, Securities, Financial Services, FINRA, Financial Accounting
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, 3.5
Trinity Catholic High School 2005 — 2009
JMI Equity August 2014 - Present
OTR Global July 2013 - July 2014
Student Managed Investment Fund September 2012 - May 2013
Nomura Securities June 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Bloomberg Terminal, Economics, Valuation, Microsoft Office, Wealth Management, Bloomberg, Microsoft Excel, Data Analysis, Market Research, Microsoft Word, Securities, Financial Services, FINRA, Financial Accounting
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, 3.5
Trinity Catholic High School 2005 — 2009
Joseph Manfredi Joseph Manfredi's Merrill Lynch Experience 1986 - 1993
Job COO, Senior Portfolio Manager at BaltimoreWashington Financial Advisors
Industry Financial Services
Experience
Baltimore-Washington Financial Advisors June 2015 - Present
Wells Fargo Advisors, LLC 2009 - May 2015
UBS Wealth Management 2001 - 2009
Prudential Securities 1993 - 2001
Merrill Lynch 1986 - 1993
Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Wealth Management, Virginia Insurance..., Series 8, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Fordham University 1982 — 1986
BS, Finance/Economics
jumanfredi@msn.com
Baltimore-Washington Financial Advisors June 2015 - Present
Wells Fargo Advisors, LLC 2009 - May 2015
UBS Wealth Management 2001 - 2009
Prudential Securities 1993 - 2001
Merrill Lynch 1986 - 1993
Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Wealth Management, Virginia Insurance..., Series 8, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Fordham University 1982 — 1986
BS, Finance/Economics
jumanfredi@msn.com
Elizabeth Maynard Elizabeth Maynard's Merrill Lynch Experience 1987 - 1990
Job
Industry Professional Training & Coaching
Experience
Verizon March 2015 - Present
York College November 2013 - Present
Bank of America - Consumer Retail, National Service and Solutions January 2014 - November 2014
Bank of America - Home Mortgage Division June 2011 - July 2013
Wells Fargo Home Mortgage June 2009 - May 2011
Pfizer Inc. 2003 - 2008
JetBlue Airways 2002 - 2002
Avon 1993 - 2002
New York City Department of Health 1990 - 1993
Merrill Lynch 1987 - 1990
Skills
Leadership, Performance Management, Sales, Succession Planning, Change Management, Project Management, Leadership Development, Mortgage Lending, Training, Business Process..., Talent Management, Organizational..., Performance Improvement, Instructor-led Training, Coaching, Organizational..., Process Improvement, Public Speaking, Employee Training, CRM, Vendor Management, Consulting, PMO, Onboarding, E-Learning, Workshop Facilitation, Instructional Design, Training Delivery, Business Analysis, Recruiting, Management, Team Building, Employee Engagement, Program Management, Strategy, Customer Service, Needs Analysis, Talent Acquisition, Career Development, Executive Coaching, Management Consulting, Team Leadership, Human Resources, Strategic Planning, Organizational Design, Interviews, Employee Relations
Education
Fordham University 1998 — 2000
M.S., Adult Education and Human Resource Development
Georgetown University
B.S., Spanish
Verizon March 2015 - Present
York College November 2013 - Present
Bank of America - Consumer Retail, National Service and Solutions January 2014 - November 2014
Bank of America - Home Mortgage Division June 2011 - July 2013
Wells Fargo Home Mortgage June 2009 - May 2011
Pfizer Inc. 2003 - 2008
JetBlue Airways 2002 - 2002
Avon 1993 - 2002
New York City Department of Health 1990 - 1993
Merrill Lynch 1987 - 1990
Skills
Leadership, Performance Management, Sales, Succession Planning, Change Management, Project Management, Leadership Development, Mortgage Lending, Training, Business Process..., Talent Management, Organizational..., Performance Improvement, Instructor-led Training, Coaching, Organizational..., Process Improvement, Public Speaking, Employee Training, CRM, Vendor Management, Consulting, PMO, Onboarding, E-Learning, Workshop Facilitation, Instructional Design, Training Delivery, Business Analysis, Recruiting, Management, Team Building, Employee Engagement, Program Management, Strategy, Customer Service, Needs Analysis, Talent Acquisition, Career Development, Executive Coaching, Management Consulting, Team Leadership, Human Resources, Strategic Planning, Organizational Design, Interviews, Employee Relations
Education
Fordham University 1998 — 2000
M.S., Adult Education and Human Resource Development
Georgetown University
B.S., Spanish
Alex Liebert's Merrill Lynch Experience June 2012 - August 2012
Job Incoming Investment Banking Analyst at Citi
Industry Financial Services
Experience
The Investment Banking Society at Fordham January 2015 - Present
Citi June 2015 - August 2015
Kerburn Rose June 2014 - August 2014
Societe Generale Corporate and Investment Banking - SGCIB May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Greenline Industries June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Bloomberg Terminal, Financial Research, PowerPoint
Education
Fordham University
Bachelor of Science (B.S.), Finance, Economics Minor
The Investment Banking Society at Fordham January 2015 - Present
Citi June 2015 - August 2015
Kerburn Rose June 2014 - August 2014
Societe Generale Corporate and Investment Banking - SGCIB May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Greenline Industries June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Bloomberg Terminal, Financial Research, PowerPoint
Education
Fordham University
Bachelor of Science (B.S.), Finance, Economics Minor
Greg DeBeech's Merrill Lynch Experience December 2005 - December 2008
Job Director of Marketing Services at Grafx Design of New York
Industry Marketing and Advertising
Experience
Grafx Design of New York January 2009 - Present
Merrill Lynch December 2005 - December 2008
Jimmie Lee's Southen BBQ May 2005 - November 2005
Tuscan Oven May 2000 - May 2005
Education
Archbishop Stepinac High School 1961 — 2005
regents
Fordham University 1997 — 2000
BS
Grafx Design of New York January 2009 - Present
Merrill Lynch December 2005 - December 2008
Jimmie Lee's Southen BBQ May 2005 - November 2005
Tuscan Oven May 2000 - May 2005
Education
Archbishop Stepinac High School 1961 — 2005
regents
Fordham University 1997 — 2000
BS
Ron Mattesich, CRPC®'s Merrill Lynch Experience October 2009 - April 2012
Job Business Development
Industry Financial Services
Experience
HAGIN Capital, LLC April 2012 - Present
Merrill Lynch October 2009 - April 2012
Natixis Bleichroeder December 2004 - October 2009
Sidoti & Co. December 2002 - December 2004
Sano Investments October 2001 - December 2002
Deutsche Bank Securities December 2000 - July 2001
Fleet Bank January 2000 - December 2000
Herzog Heine Geduld November 1997 - January 2000
U.S. Clearing March 1991 - September 1994
Skills
Alternative Investments, Asset Management, Wealth Management, Investments, Investment Strategies, Hedge Funds, Asset Allocation, Capital Markets, Portfolio Management, Securities, Equities, ETFs, Mutual Funds, Options, Finance, Financial Markets, Fixed Income, Banking, Retirement, Series 7, Series 66, Series 63, Bloomberg, Investment Advisory, Trading
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Rutgers University-New Brunswick 1988 — 1990
B.A., Economics
Fort Lee High School
HAGIN Capital, LLC April 2012 - Present
Merrill Lynch October 2009 - April 2012
Natixis Bleichroeder December 2004 - October 2009
Sidoti & Co. December 2002 - December 2004
Sano Investments October 2001 - December 2002
Deutsche Bank Securities December 2000 - July 2001
Fleet Bank January 2000 - December 2000
Herzog Heine Geduld November 1997 - January 2000
U.S. Clearing March 1991 - September 1994
Skills
Alternative Investments, Asset Management, Wealth Management, Investments, Investment Strategies, Hedge Funds, Asset Allocation, Capital Markets, Portfolio Management, Securities, Equities, ETFs, Mutual Funds, Options, Finance, Financial Markets, Fixed Income, Banking, Retirement, Series 7, Series 66, Series 63, Bloomberg, Investment Advisory, Trading
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Rutgers University-New Brunswick 1988 — 1990
B.A., Economics
Fort Lee High School
Kevin O'Connor, CFA's Merrill Lynch Experience 1990 - 1998
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley - MSET October 2007 - Present
Citigroup September 2005 - September 2007
Bloomberg Tradebook 2000 - 2005
Merrill Lynch 1990 - 1998
Skills
Electronic Trading, Fixed Income, Trading, Trading Systems, Capital Markets, Bloomberg, Equity Trading, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1992 — 1996
Iona College
Iona Preparatory
Morgan Stanley - MSET October 2007 - Present
Citigroup September 2005 - September 2007
Bloomberg Tradebook 2000 - 2005
Merrill Lynch 1990 - 1998
Skills
Electronic Trading, Fixed Income, Trading, Trading Systems, Capital Markets, Bloomberg, Equity Trading, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1992 — 1996
Iona College
Iona Preparatory
Monica Graham, MBA's Merrill Lynch Experience July 1996 - October 1998
Job VP Project Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase August 2007 - Present
AXA Equitable January 2007 - August 2007
Credit Suisse January 2006 - December 2006
The Bank of New York August 2003 - January 2006
Deutsche Bank October 1998 - August 2003
Merrill Lynch July 1996 - October 1998
Skills
SDLC, Project Portfolio..., Visio, Business Analysis, Risk Management, IT Strategy, Program Management, Vendor Management, Software Project..., Project Management, PMO, Process Improvement, MS Project
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance, Information Systems
Stevens Institute of Technology 1992 — 1996
BE, Engineering Management
Hillside High School
JPMorgan Chase August 2007 - Present
AXA Equitable January 2007 - August 2007
Credit Suisse January 2006 - December 2006
The Bank of New York August 2003 - January 2006
Deutsche Bank October 1998 - August 2003
Merrill Lynch July 1996 - October 1998
Skills
SDLC, Project Portfolio..., Visio, Business Analysis, Risk Management, IT Strategy, Program Management, Vendor Management, Software Project..., Project Management, PMO, Process Improvement, MS Project
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance, Information Systems
Stevens Institute of Technology 1992 — 1996
BE, Engineering Management
Hillside High School
Tamir Assas's Merrill Lynch Experience March 2002 - January 2003
Job
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
Dan Gandolfi's Merrill Lynch Experience 1991 - 2002
Job Associate Budget Director at New Jersey City University
Industry Education Management
Experience
New Jersey City University July 2004 - Present
Merrill Lynch 1991 - 2002
Merrill Lynch 1991 - 2002
Skills
PeopleSoft, Accounting, Visual Basic (VBA), Budgets, Budgeting, Access, nVision, Microsoft Excel, General Ledger, Payroll, Analysis, Policy, Visual Basic, Excel, Finance, Financial Reporting, Financial Analysis, PowerPoint, Microsoft Word, Nonprofits, Microsoft Office, Microsoft Access
Education
Fordham University 1972 — 1976
Bachelor's Degree, Accounting
New Jersey City University July 2004 - Present
Merrill Lynch 1991 - 2002
Merrill Lynch 1991 - 2002
Skills
PeopleSoft, Accounting, Visual Basic (VBA), Budgets, Budgeting, Access, nVision, Microsoft Excel, General Ledger, Payroll, Analysis, Policy, Visual Basic, Excel, Finance, Financial Reporting, Financial Analysis, PowerPoint, Microsoft Word, Nonprofits, Microsoft Office, Microsoft Access
Education
Fordham University 1972 — 1976
Bachelor's Degree, Accounting
Marc Stuzynski, CFA's Merrill Lynch Experience June 2012 - March 2014
Job Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group March 2014 - Present
Merrill Lynch June 2012 - March 2014
Canaccord Genuity Inc. July 2003 - March 2012
Skills
Financial Analysis, Investments, New Business Development, Microsoft Excel, Sales Management, Strategic Planning, Portfolio Management, Sales, Wealth Management, Risk Management, Asset Managment, Business Development, Series 7, Public Speaking, PowerPoint, Negotiation, Valuation, Financial Modeling, Account Management, Team Leadership, Finance, Trading, Asset Management, Securities, Equities, Management, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equity Trading, Series 63, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Saint Anselm College 1988 — 1992
BS, Liberal Studies
Avon Old Farms School 1986 — 1988
Mischler Financial Group March 2014 - Present
Merrill Lynch June 2012 - March 2014
Canaccord Genuity Inc. July 2003 - March 2012
Skills
Financial Analysis, Investments, New Business Development, Microsoft Excel, Sales Management, Strategic Planning, Portfolio Management, Sales, Wealth Management, Risk Management, Asset Managment, Business Development, Series 7, Public Speaking, PowerPoint, Negotiation, Valuation, Financial Modeling, Account Management, Team Leadership, Finance, Trading, Asset Management, Securities, Equities, Management, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equity Trading, Series 63, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Saint Anselm College 1988 — 1992
BS, Liberal Studies
Avon Old Farms School 1986 — 1988
Sam Hubbard, CDFA's Merrill Lynch Experience January 2014 - Present
Job International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch January 2011 - January 2014
Merrill Lynch August 2004 - January 2011
Merrill Lynch October 1999 - August 2004
Skills
Wealth Management, Asset Allocation, Series 7, Portfolio Management, Alternative Investments, Equities, Mutual Funds, Bloomberg, Fixed Income, Series 63, Financial Modeling, Securities, Financial Advisory, ETFs, Investment Advisory, Asset Management, Investment Management, Series 66, series 55, Series 3, Equity Research, Retirement Planning, Investment Strategies, Options, Financial Services, Risk Management, Investments, Strategy, Relationship Management, High Net Worth...
Education
Fordham University - Graduate School of Business Administration 2007 — 2011
MBA, Finance and Management
Furman University 1995 — 1999
Bachelor's Degree, Spanish and Business
Merrill Lynch January 2014 - Present
Merrill Lynch January 2011 - January 2014
Merrill Lynch August 2004 - January 2011
Merrill Lynch October 1999 - August 2004
Skills
Wealth Management, Asset Allocation, Series 7, Portfolio Management, Alternative Investments, Equities, Mutual Funds, Bloomberg, Fixed Income, Series 63, Financial Modeling, Securities, Financial Advisory, ETFs, Investment Advisory, Asset Management, Investment Management, Series 66, series 55, Series 3, Equity Research, Retirement Planning, Investment Strategies, Options, Financial Services, Risk Management, Investments, Strategy, Relationship Management, High Net Worth...
Education
Fordham University - Graduate School of Business Administration 2007 — 2011
MBA, Finance and Management
Furman University 1995 — 1999
Bachelor's Degree, Spanish and Business
Paul Bourke's Merrill Lynch Experience June 2000 - March 2002
Job Sr. Vice President
Industry Financial Services
Experience
Valuation Research Corporation May 2010 - Present
Stanfield Capital Partners May 2006 - May 2010
Zolfo Cooper March 2002 - May 2006
Merrill Lynch June 2000 - March 2002
Alliance Capital Management 1996 - 2000
Skills
Valuation, High Yield, Financial Analysis, Credit Risk, Fixed Income, Credit Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
La Salle University - School of Business Administration
BS, Finance
Valuation Research Corporation May 2010 - Present
Stanfield Capital Partners May 2006 - May 2010
Zolfo Cooper March 2002 - May 2006
Merrill Lynch June 2000 - March 2002
Alliance Capital Management 1996 - 2000
Skills
Valuation, High Yield, Financial Analysis, Credit Risk, Fixed Income, Credit Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
La Salle University - School of Business Administration
BS, Finance
Rebecca Cates's Merrill Lynch Experience September 2000 - April 2005
Job Independent Computer Hardware Professional
Industry Computer Hardware
Experience
Merrill Lynch September 2000 - April 2005
PKS March 1997 - September 2000
MDS Pharma Services June 1995 - March 1997
Education
Fordham University 2001 — 2003
Master of Business Administration (MBA), Finance & Technology
Iowa State University 1991 — 1995
Bachelor of Science (B.S.), Statistics
Merrill Lynch September 2000 - April 2005
PKS March 1997 - September 2000
MDS Pharma Services June 1995 - March 1997
Education
Fordham University 2001 — 2003
Master of Business Administration (MBA), Finance & Technology
Iowa State University 1991 — 1995
Bachelor of Science (B.S.), Statistics
Michael Moccia's Merrill Lynch Experience 1993 - 2001
Job Executive Director at Canadian Imperial Bank
Industry Banking
Experience
Canadian Imperial Bank Executive DirectorCanadian Imperial Bank2001 - Present
CIBC World Markets 2001 - Present
Canadian imperial 2001 - 2009
Merrill Lynch 1993 - 2001
Education
Fordham Gabelli School of Business 1980 — 1982
Canadian Imperial Bank Executive DirectorCanadian Imperial Bank2001 - Present
CIBC World Markets 2001 - Present
Canadian imperial 2001 - 2009
Merrill Lynch 1993 - 2001
Education
Fordham Gabelli School of Business 1980 — 1982
Raja Naresh, CTP, MBA's Merrill Lynch Experience September 2007 - May 2012
Job Middle Office professional
Industry Financial Services
Experience
Bank of America August 2015 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank September 2013 - May 2014
Barclays August 2012 - June 2013
Merrill Lynch September 2007 - May 2012
Morgan Stanley November 2002 - April 2005
Skills
Derivatives, Fixed Income, Bloomberg, Banking, Product Control, Trade Support, Interest Rate..., Operations, Middle Office, CTP, SQL
Education
University of Mumbai 1990 — 1994
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Bank of America August 2015 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank September 2013 - May 2014
Barclays August 2012 - June 2013
Merrill Lynch September 2007 - May 2012
Morgan Stanley November 2002 - April 2005
Skills
Derivatives, Fixed Income, Bloomberg, Banking, Product Control, Trade Support, Interest Rate..., Operations, Middle Office, CTP, SQL
Education
University of Mumbai 1990 — 1994
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Kenneth Mino's Merrill Lynch Experience 1992 - 1993
Job Vice President at Citigroup Global Markets, Inc.
Industry Financial Services
Experience
Citigroup Global Markets, Inc. 2013 - Present
KCM Consulting Corporation 2009 - 2013
MF Global Ltd. 2007 - 2009
KCM Consulting Corporation 2007 - 2007
UBS Wealth Management 2006 - 2006
UBS Wealth Management 2000 - 2006
PaineWebber 1999 - 2000
Prudential Securities 1995 - 1999
Merrill Lynch 1992 - 1993
Shearson Lehman Brothers 1988 - 1992
Skills
Credit Risk, Capital Markets, Securities, Credit, Derivatives, Equities, Collateral Management, Finance, Hedge Funds, Commodity, Investment Banking, Fixed Income, Structured Products, Trading, Options, Market Risk, FX Options
Education
Fordham University
Citigroup Global Markets, Inc. 2013 - Present
KCM Consulting Corporation 2009 - 2013
MF Global Ltd. 2007 - 2009
KCM Consulting Corporation 2007 - 2007
UBS Wealth Management 2006 - 2006
UBS Wealth Management 2000 - 2006
PaineWebber 1999 - 2000
Prudential Securities 1995 - 1999
Merrill Lynch 1992 - 1993
Shearson Lehman Brothers 1988 - 1992
Skills
Credit Risk, Capital Markets, Securities, Credit, Derivatives, Equities, Collateral Management, Finance, Hedge Funds, Commodity, Investment Banking, Fixed Income, Structured Products, Trading, Options, Market Risk, FX Options
Education
Fordham University
Stephanie Malewski's Merrill Lynch Experience June 2013 - Present
Job Registered Investment Advisor Representative/Business Manager
Industry Investment Banking
Experience
Merrill Lynch June 2013 - Present
The Stone Church Players May 2008 - Present
The Monmouth Civic Chorus September 2003 - Present
Citizens Climate Lobby 2014 - Present
Sierra Club 2010 - Present
Phoenix Productions, Inc. July 2002 - Present
The Metropolitan Opera November 2011 - May 2012
Credit Suisse October 2007 - October 2010
Bank of america November 2005 - April 2007
JPMorgan Chase October 1992 - October 2005
Skills
SDLC, Program Management, Risk Management, Strategy, PMO, Project Management, Leadership, Analysis, Management, Credit Derivatives, Fixed Income, Equities, Business Analysis, Budgets, Electronic Trading, Business Process..., Budget, Reference Data, Prime Brokerage, Middle Office, Six Sigma, Resource Management, Balanced Scorecard, Personnel Management, Key Performance..., Vendor Management, Investment Banking, Financial Services, Portfolio Management, Project Portfolio..., Trading Systems, Series 7, Singer, Musical Theatre, Opera, Singing, Dance, Costumes
Education
Fordham University 1993 — 1996
Bachelors, Psychology, Cognitive and Experimental
Hartt School of Music 1979 — 1981
Vocal Performance, Voice/Performance
Merrill Lynch June 2013 - Present
The Stone Church Players May 2008 - Present
The Monmouth Civic Chorus September 2003 - Present
Citizens Climate Lobby 2014 - Present
Sierra Club 2010 - Present
Phoenix Productions, Inc. July 2002 - Present
The Metropolitan Opera November 2011 - May 2012
Credit Suisse October 2007 - October 2010
Bank of america November 2005 - April 2007
JPMorgan Chase October 1992 - October 2005
Skills
SDLC, Program Management, Risk Management, Strategy, PMO, Project Management, Leadership, Analysis, Management, Credit Derivatives, Fixed Income, Equities, Business Analysis, Budgets, Electronic Trading, Business Process..., Budget, Reference Data, Prime Brokerage, Middle Office, Six Sigma, Resource Management, Balanced Scorecard, Personnel Management, Key Performance..., Vendor Management, Investment Banking, Financial Services, Portfolio Management, Project Portfolio..., Trading Systems, Series 7, Singer, Musical Theatre, Opera, Singing, Dance, Costumes
Education
Fordham University 1993 — 1996
Bachelors, Psychology, Cognitive and Experimental
Hartt School of Music 1979 — 1981
Vocal Performance, Voice/Performance
Michele Roller's Merrill Lynch Experience 2003 - 2007
Job Senior Director at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. May 2013 - Present
Bank of Ireland 2007 - 2009
Merrill Lynch 2003 - 2007
IKB Capital Corporation 2002 - 2003
MTV Networks 2001 - 2002
CIBC Oppenheimer 1998 - 2001
Banque Paribas 1997 - 1998
CIBC World Markets 1992 - 1997
Security Pacific Bank 1990 - 1992
Skills
Financial Structuring, Leveraged Finance, Capital Markets, Investment Banking, Credit Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance
Ally Financial Inc. May 2013 - Present
Bank of Ireland 2007 - 2009
Merrill Lynch 2003 - 2007
IKB Capital Corporation 2002 - 2003
MTV Networks 2001 - 2002
CIBC Oppenheimer 1998 - 2001
Banque Paribas 1997 - 1998
CIBC World Markets 1992 - 1997
Security Pacific Bank 1990 - 1992
Skills
Financial Structuring, Leveraged Finance, Capital Markets, Investment Banking, Credit Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance
Ashley Esposito's Merrill Lynch Experience 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Bank of America February 2014 - December 2014
Tiffany & Company November 2012 - December 2014
Bank of America April 2013 - February 2014
Bank of America October 2012 - April 2013
Various Hospitality Venues (full list available) October 2009 - October 2012
Wachovia Securities, LLC June 2008 - August 2008
BlueBeginning.com/LocalConnections.com June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML, Multitasking Skills, Team Leadership, Photoshop, Social Media Marketing, Online Advertising, Budget Monitoring, Marketing Communications, Event Marketing Strategy, Inventory, Mac OS X, Media Research, Viral Marketing, Social Networking, Sales, Up-selling, Filing, Organization Of Events, Building Relationships, Basic Comprehension of..., Budgets, Online Marketing, Sales Management
Education
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Business Administration; Concentrations in Finance & Entrepreneurship
Merrill Lynch 2015 - Present
Bank of America February 2014 - December 2014
Tiffany & Company November 2012 - December 2014
Bank of America April 2013 - February 2014
Bank of America October 2012 - April 2013
Various Hospitality Venues (full list available) October 2009 - October 2012
Wachovia Securities, LLC June 2008 - August 2008
BlueBeginning.com/LocalConnections.com June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML, Multitasking Skills, Team Leadership, Photoshop, Social Media Marketing, Online Advertising, Budget Monitoring, Marketing Communications, Event Marketing Strategy, Inventory, Mac OS X, Media Research, Viral Marketing, Social Networking, Sales, Up-selling, Filing, Organization Of Events, Building Relationships, Basic Comprehension of..., Budgets, Online Marketing, Sales Management
Education
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Business Administration; Concentrations in Finance & Entrepreneurship
Lubomir Komarov's Merrill Lynch Experience September 1983 - October 1991
Job Financial Consultant at Moors & Cabot Financial Advisors, LLC
Industry Financial Services
Experience
Moors & Cabot Financial Advisors, LLC Financial ConsultantFirst Southeastern Securities GroupMarch 1995 - August 2000
Meridian Associates November 1991 - March 1995
Merrill Lynch September 1983 - October 1991
Education
Fordham Gabelli School of Business 1980 — 1981
Moors & Cabot Financial Advisors, LLC Financial ConsultantFirst Southeastern Securities GroupMarch 1995 - August 2000
Meridian Associates November 1991 - March 1995
Merrill Lynch September 1983 - October 1991
Education
Fordham Gabelli School of Business 1980 — 1981
MaryAnn Pasquarello Stauffer's Merrill Lynch Experience June 1998 - July 2001
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs October 2005 - Present
JPMorgan July 2001 - October 2005
Merrill Lynch June 1998 - July 2001
Skills
Equities, Series 7, Fixed Income, Alternative Investments, Hedge Funds, Investments, Asset Management, Series 63, Capital Markets, Portfolio Management, Mutual Funds, Asset Allocation, Private Equity, Wealth Management, Investment Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
University of Scranton
Bachelor of Science, Finance
Goldman Sachs October 2005 - Present
JPMorgan July 2001 - October 2005
Merrill Lynch June 1998 - July 2001
Skills
Equities, Series 7, Fixed Income, Alternative Investments, Hedge Funds, Investments, Asset Management, Series 63, Capital Markets, Portfolio Management, Mutual Funds, Asset Allocation, Private Equity, Wealth Management, Investment Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
University of Scranton
Bachelor of Science, Finance
Gary DiDona's Merrill Lynch Experience 1988 - 1989
Job Assistant Director Training and Strategic Planning at FEGS
Industry Nonprofit Organization Management
Experience
FEGS June 2009 - Present
FEGS September 2006 - June 2009
FEGS December 2005 - September 2006
Food First November 2002 - August 2003
Altria 1994 - 2000
Altria 1991 - 1994
Pitney Bowes Managment Svcs 1989 - 1991
Merrill Lynch 1988 - 1989
NYU Langone Medical Center 1985 - 1988
Skills
Program Development, Social Services, Community Outreach, Public Speaking, Program Evaluation, Grant Writing, Non-profits, Case Managment, Volunteer Management, Fundraising, Crisis Intervention, Mental Health, Community Development, Conflict Resolution, Group Therapy, Policy, Staff Development, Mental Health Counseling, Editing, Clinical Research, Case Management, Grants, Coaching, Adolescents, Nonprofits, Social Networking, Training, Youth Development, Event Planning, Career Counseling, Leadership Development, Teaching, Workshop Facilitation
Education
Fordham University 2000 — 2002
M.S.W., Clinical Social Work
Fordham University 1981 — 1985
B.S., Biology
FEGS June 2009 - Present
FEGS September 2006 - June 2009
FEGS December 2005 - September 2006
Food First November 2002 - August 2003
Altria 1994 - 2000
Altria 1991 - 1994
Pitney Bowes Managment Svcs 1989 - 1991
Merrill Lynch 1988 - 1989
NYU Langone Medical Center 1985 - 1988
Skills
Program Development, Social Services, Community Outreach, Public Speaking, Program Evaluation, Grant Writing, Non-profits, Case Managment, Volunteer Management, Fundraising, Crisis Intervention, Mental Health, Community Development, Conflict Resolution, Group Therapy, Policy, Staff Development, Mental Health Counseling, Editing, Clinical Research, Case Management, Grants, Coaching, Adolescents, Nonprofits, Social Networking, Training, Youth Development, Event Planning, Career Counseling, Leadership Development, Teaching, Workshop Facilitation
Education
Fordham University 2000 — 2002
M.S.W., Clinical Social Work
Fordham University 1981 — 1985
B.S., Biology
Lawrence A. Pezza's Merrill Lynch Experience December 2008 - Present
Job AVP, GWM at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Montauk Financial Group May 2005 - May 2008
Goldman Sachs & Co. August 1986 - September 2003
Prudential Securities June 1980 - July 1986
Skills
Forensic Accounting, Six Sigma, Securities, Equities, Fixed Income, Middle Office, Operational Risk, Derivatives, Settlement, Risk Management, Capital Markets, Asset Managment, Trading Systems, Portfolio Management, Series 7, Equity Derivatives, Asset Management, Funding, DTC, Financial Services
Education
Fordham University
Monsignor Farrell HS
New York Institute of Finance
Merrill Lynch December 2008 - Present
Montauk Financial Group May 2005 - May 2008
Goldman Sachs & Co. August 1986 - September 2003
Prudential Securities June 1980 - July 1986
Skills
Forensic Accounting, Six Sigma, Securities, Equities, Fixed Income, Middle Office, Operational Risk, Derivatives, Settlement, Risk Management, Capital Markets, Asset Managment, Trading Systems, Portfolio Management, Series 7, Equity Derivatives, Asset Management, Funding, DTC, Financial Services
Education
Fordham University
Monsignor Farrell HS
New York Institute of Finance
Peter Manion's Merrill Lynch Experience 1991 - 1998
Job Managing Director at Napier Park Global Capital LLC
Industry Financial Services
Experience
Napier Park Global Capital LLC March 2013 - Present
Citi January 2010 - February 2013
Citi December 2007 - January 2010
Carlton Hill Global Capital LLC April 2007 - December 2007
Tribeca Global Management 2006 - 2007
Bank of America May 2001 - March 2006
CGA Investment Management September 1998 - May 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Asset Management, Portfolio Management, Investment Banking, Investments, Bloomberg, Securities, Risk Management, Asset Managment, Structured Finance, Trading Systems, Middle Office, Back Office, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA
Manhattan College 1986 — 1990
BS Finance
Archbishop Stepinac High School
Napier Park Global Capital LLC March 2013 - Present
Citi January 2010 - February 2013
Citi December 2007 - January 2010
Carlton Hill Global Capital LLC April 2007 - December 2007
Tribeca Global Management 2006 - 2007
Bank of America May 2001 - March 2006
CGA Investment Management September 1998 - May 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Asset Management, Portfolio Management, Investment Banking, Investments, Bloomberg, Securities, Risk Management, Asset Managment, Structured Finance, Trading Systems, Middle Office, Back Office, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA
Manhattan College 1986 — 1990
BS Finance
Archbishop Stepinac High School
Dolly Colby's Merrill Lynch Experience June 2007 - June 2008
Job Sr. Manager, Communications at Reed Elsevier
Industry Public Relations and Communications
Experience
Reed Elsevier August 2009 - Present
Merrill Lynch June 2007 - June 2008
Altria 2004 - 2007
Altria Corporate Services, Inc. (formerly Philip Morris Management Corp.) 1999 - 2004
Philip Morris Management Corp. (now Altria Group Inc.) 1998 - 1999
Philip Morris Management Corp. 1995 - 1998
Philip Morris Management Corp. 1992 - 1994
Philip Morris Management Corp 1989 - 1992
Philip Morris USA 1986 - 1988
Skills
Crisis Communications, Internal Communications, Media Relations, Change Management, Information Technology, Communication Training, Corporate Communications, Strategic Communications, Crisis Management, Communications Planning, Program Management, Direct Marketing, Thought Leadership, Social Media, Corporate Branding, Press Releases, Content Development, Marketing Management, Copywriting, Human Resources, Management, Stakeholder Engagement, Advertising, Budgets, Marketing Strategy, Newsletters, Messaging, Strategy, Content Management, Investor Relations, Publications, Brand Development, Publishing, Publicity, Digital Media, Content Strategy, Spokesperson, Digital Marketing, Web Content, Message Development, Positioning, Email Marketing, Copy Editing, Digital Strategy
Education
Fordham University 1985 — 1989
Bachelor of Arts, Media and Communications
Reed Elsevier August 2009 - Present
Merrill Lynch June 2007 - June 2008
Altria 2004 - 2007
Altria Corporate Services, Inc. (formerly Philip Morris Management Corp.) 1999 - 2004
Philip Morris Management Corp. (now Altria Group Inc.) 1998 - 1999
Philip Morris Management Corp. 1995 - 1998
Philip Morris Management Corp. 1992 - 1994
Philip Morris Management Corp 1989 - 1992
Philip Morris USA 1986 - 1988
Skills
Crisis Communications, Internal Communications, Media Relations, Change Management, Information Technology, Communication Training, Corporate Communications, Strategic Communications, Crisis Management, Communications Planning, Program Management, Direct Marketing, Thought Leadership, Social Media, Corporate Branding, Press Releases, Content Development, Marketing Management, Copywriting, Human Resources, Management, Stakeholder Engagement, Advertising, Budgets, Marketing Strategy, Newsletters, Messaging, Strategy, Content Management, Investor Relations, Publications, Brand Development, Publishing, Publicity, Digital Media, Content Strategy, Spokesperson, Digital Marketing, Web Content, Message Development, Positioning, Email Marketing, Copy Editing, Digital Strategy
Education
Fordham University 1985 — 1989
Bachelor of Arts, Media and Communications
Nicholas Santoiemma's Merrill Lynch Experience January 1997 - March 2000
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2009 - Present
Cooley Godward Kronish LLP September 2008 - October 2009
Goldman Sachs April 2000 - May 2008
Merrill Lynch January 1997 - March 2000
Skills
Equities, Trading, Securities, Derivatives, Compliance, Bankruptcy, Due Diligence, ETFs, Bloomberg, Negotiation, Litigation, Restructuring, Excel, Commercial Litigation, Electronic Trading, Equity Trading
Education
Fordham University School of Law 2004 — 2008
JD
Fordham Gabelli School of Business 2001 — 2004
MBA, Corporate Finance
University at Albany, SUNY 1992 — 1996
BA, History
Hauppauge High School
Goldman Sachs December 2009 - Present
Cooley Godward Kronish LLP September 2008 - October 2009
Goldman Sachs April 2000 - May 2008
Merrill Lynch January 1997 - March 2000
Skills
Equities, Trading, Securities, Derivatives, Compliance, Bankruptcy, Due Diligence, ETFs, Bloomberg, Negotiation, Litigation, Restructuring, Excel, Commercial Litigation, Electronic Trading, Equity Trading
Education
Fordham University School of Law 2004 — 2008
JD
Fordham Gabelli School of Business 2001 — 2004
MBA, Corporate Finance
University at Albany, SUNY 1992 — 1996
BA, History
Hauppauge High School
Alejandro Rivera's Merrill Lynch Experience January 2010 - August 2011
Job Emerging Market Economist & Strategist
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
SANTANDER INVESTMENT SECURITIES January 2013 - August 2015
World Gold Council August 2012 - January 2013
Merrill Lynch January 2010 - August 2011
Roubini Global Economics October 2009 - January 2010
Merrill Lynch January 2008 - January 2009
Moodys Investor Services August 2004 - December 2007
Skills
Fixed Income, Macroeconomics, Emerging Markets, Economics, Latin America, Debt, Spanish, Research, FX, Currency, Bloomberg, Bonds, Economic Research, Investments, Strategy
Education
Fordham University 2000 — 2004
Bachelor of Science, International Business
TIAA-CREF September 2015 - Present
SANTANDER INVESTMENT SECURITIES January 2013 - August 2015
World Gold Council August 2012 - January 2013
Merrill Lynch January 2010 - August 2011
Roubini Global Economics October 2009 - January 2010
Merrill Lynch January 2008 - January 2009
Moodys Investor Services August 2004 - December 2007
Skills
Fixed Income, Macroeconomics, Emerging Markets, Economics, Latin America, Debt, Spanish, Research, FX, Currency, Bloomberg, Bonds, Economic Research, Investments, Strategy
Education
Fordham University 2000 — 2004
Bachelor of Science, International Business
Luciano Moschetta's Merrill Lynch Experience 2003 - 2005
Job Senior Vice President & Deputy Director of Compliance at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2005 - Present
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Quick & Reilly 1995 - 2000
Charles Schwab 1994 - 1995
Quick & Reilly 1988 - 1994
Gabelli Asset Management 1987 - 1988
US Securities and Exchange Commission 1983 - 1987
Skills
Securities, Mutual Funds, AML, Trading, Compliance, Fraud, Options, Alternative Investments, Financial Services, KYC, Capital Markets, Fixed Income, Series 24, Series 7, FINRA, Finance, Internal Audit, USA PATRIOT Act, Series 63, Auditing, Risk Management, Equities
Education
Fordham Gabelli School of Business 1981 — 1983
MBA, Finance
Fordham University 1977 — 1981
BS, Marketing/Management
Wells Fargo Advisors February 2005 - Present
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Quick & Reilly 1995 - 2000
Charles Schwab 1994 - 1995
Quick & Reilly 1988 - 1994
Gabelli Asset Management 1987 - 1988
US Securities and Exchange Commission 1983 - 1987
Skills
Securities, Mutual Funds, AML, Trading, Compliance, Fraud, Options, Alternative Investments, Financial Services, KYC, Capital Markets, Fixed Income, Series 24, Series 7, FINRA, Finance, Internal Audit, USA PATRIOT Act, Series 63, Auditing, Risk Management, Equities
Education
Fordham Gabelli School of Business 1981 — 1983
MBA, Finance
Fordham University 1977 — 1981
BS, Marketing/Management
Wish Shanley's Merrill Lynch Experience June 2004 - February 2006
Job Federal Reserve Regulatory Group Director of Operations & Communications at AIG
Industry Financial Services
Experience
AIG May 2014 - Present
AIG August 2012 - May 2014
AIG April 2011 - August 2012
AIG April 2009 - April 2011
AIG June 2007 - April 2009
AIG February 2006 - June 2007
Merrill Lynch June 2004 - February 2006
Merrill Lynch May 2003 - June 2004
Merrill Lynch September 2001 - May 2003
Merrill Lynch June 2000 - September 2001
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
Lehigh University 1996 — 2000
BS, Finance
AIG May 2014 - Present
AIG August 2012 - May 2014
AIG April 2011 - August 2012
AIG April 2009 - April 2011
AIG June 2007 - April 2009
AIG February 2006 - June 2007
Merrill Lynch June 2004 - February 2006
Merrill Lynch May 2003 - June 2004
Merrill Lynch September 2001 - May 2003
Merrill Lynch June 2000 - September 2001
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
Lehigh University 1996 — 2000
BS, Finance
Kristine N. Thomas's Merrill Lynch Experience 2001 - 2008
Job GLOBAL HR PROJECT MANAGER leading Recognition & Rewards | Work Life Flex | Diversity & Inclusion | Employer of Choice
Industry Financial Services
Experience
MasterCard 2008 - 2015
Merrill Lynch 2001 - 2008
Alliance Capital Management 1998 - 2001
BlackRock 1996 - 1998
Skills
Program Management, Project Management, Employee Recognition, Work/Life Flexibility, Performance Management, Recruiting, Leadership Development, Organizational..., Employee Relations, Leadership, Strategic Planning, Training, Microsoft Office, Human Resources, Vendor Management, Strategy, Management, Process Improvement
Education
Fordham University
Bachelor of Science, Psychology
MasterCard 2008 - 2015
Merrill Lynch 2001 - 2008
Alliance Capital Management 1998 - 2001
BlackRock 1996 - 1998
Skills
Program Management, Project Management, Employee Recognition, Work/Life Flexibility, Performance Management, Recruiting, Leadership Development, Organizational..., Employee Relations, Leadership, Strategic Planning, Training, Microsoft Office, Human Resources, Vendor Management, Strategy, Management, Process Improvement
Education
Fordham University
Bachelor of Science, Psychology
Emanuel Tsarnas's Merrill Lynch Experience January 2005 - June 2008
Job Web Application Developer at Moody's Investors Service
Industry Computer Software
Experience
Moody's Investors Service May 2015 - Present
Bank of America June 2008 - February 2015
Merrill Lynch January 2005 - June 2008
Merrill Lynch 2008 - 2008
Partsearch Technologies July 2004 - December 2004
Bernard Hodes Group September 2003 - July 2004
Brooklyn Arts Council October 2002 - August 2003
Cass Information Systems March 2001 - September 2002
Fintrack Systems August 2000 - March 2001
InSITE Services, Inc November 1998 - August 2000
Skills
C#, ASP.NET, jQuery, SQL, AJAX, DB2, .NET, Databases, HTML, XML, Web Services, JavaScript, ASP, Application Development, Programming, Team Leadership, Software Development, Microsoft SQL Server, Integration
Education
SetFocus 2003 — 2003
Completed, C#
Fordham University 1972 — 1976
BA, Communications
Athens College 1962 — 1972
High School Diploma
Moody's Investors Service May 2015 - Present
Bank of America June 2008 - February 2015
Merrill Lynch January 2005 - June 2008
Merrill Lynch 2008 - 2008
Partsearch Technologies July 2004 - December 2004
Bernard Hodes Group September 2003 - July 2004
Brooklyn Arts Council October 2002 - August 2003
Cass Information Systems March 2001 - September 2002
Fintrack Systems August 2000 - March 2001
InSITE Services, Inc November 1998 - August 2000
Skills
C#, ASP.NET, jQuery, SQL, AJAX, DB2, .NET, Databases, HTML, XML, Web Services, JavaScript, ASP, Application Development, Programming, Team Leadership, Software Development, Microsoft SQL Server, Integration
Education
SetFocus 2003 — 2003
Completed, C#
Fordham University 1972 — 1976
BA, Communications
Athens College 1962 — 1972
High School Diploma
Mark Lavan's Merrill Lynch Experience April 2007 - November 2012
Job Director, National Account Manager at Legg Mason & Co., LLC
Industry Financial Services
Experience
Legg Mason & Co., LLC November 2012 - Present
Merrill Lynch April 2007 - November 2012
Lord Abbett February 2002 - April 2007
TD Waterhouse January 2001 - February 2002
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
MBA, Investment Management
University of Rhode Island 1996 — 2000
Bachelor of Science, Management Information Systems
Legg Mason & Co., LLC November 2012 - Present
Merrill Lynch April 2007 - November 2012
Lord Abbett February 2002 - April 2007
TD Waterhouse January 2001 - February 2002
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
MBA, Investment Management
University of Rhode Island 1996 — 2000
Bachelor of Science, Management Information Systems
Jamie Abid's Merrill Lynch Experience April 2003 - March 2004
Job Consultant at Sound Point Capital Management, LP
Industry Investment Banking
Experience
Sound Point Capital Management, LP January 2015 - Present
Credit Suisse December 2005 - September 2013
Morgan Stanley March 2004 - November 2005
Merrill Lynch April 2003 - March 2004
JPMorgan Chase Bank November 2001 - April 2003
Fried Frank Harris Shriver & Jacobson February 2001 - November 2001
New York County District Attorney’s Office July 1998 - February 2000
Skills
Trading, Loans, Credit, Banking, Software Documentation, Legal Research, Fixed Income, Capital Markets, Bonds, Investment Banking, Investments, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Derivatives Instruments and the Law, New York University
Sound Point Capital Management, LP January 2015 - Present
Credit Suisse December 2005 - September 2013
Morgan Stanley March 2004 - November 2005
Merrill Lynch April 2003 - March 2004
JPMorgan Chase Bank November 2001 - April 2003
Fried Frank Harris Shriver & Jacobson February 2001 - November 2001
New York County District Attorney’s Office July 1998 - February 2000
Skills
Trading, Loans, Credit, Banking, Software Documentation, Legal Research, Fixed Income, Capital Markets, Bonds, Investment Banking, Investments, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Derivatives Instruments and the Law, New York University
Lauren Mattson's Merrill Lynch Experience June 2014 - November 2014
Job Chief Administrative Officer at Folger HIll Asset Management
Industry Financial Services
Experience
Folger HIll Asset Management November 2014 - Present
Merrill Lynch June 2014 - November 2014
J.P. Morgan Securities 2008 - 2013
Bear Stearns October 2004 - May 2008
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Series 7, Asset Management, Capital Markets, Investments, Investment Banking, Portfolio Management, Private Equity, Wealth Management, Bonds
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Fordham University School of Law
JD
Georgetown University
BA
Folger HIll Asset Management November 2014 - Present
Merrill Lynch June 2014 - November 2014
J.P. Morgan Securities 2008 - 2013
Bear Stearns October 2004 - May 2008
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Series 7, Asset Management, Capital Markets, Investments, Investment Banking, Portfolio Management, Private Equity, Wealth Management, Bonds
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Fordham University School of Law
JD
Georgetown University
BA
Rachel Miles's Merrill Lynch Experience April 2007 - June 2009
Job Executive Director, Asset Management
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JP Morgan May 2014 - December 2014
JP Morgan Chase July 2012 - May 2014
Credit Suisse June 2009 - July 2012
Merrill Lynch April 2007 - June 2009
American Express Bank 1999 - 2003
Chase Manhattan Bank 1994 - 1997
Skills
Asset Management
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor Science, Finance
J.P. Morgan January 2015 - Present
JP Morgan May 2014 - December 2014
JP Morgan Chase July 2012 - May 2014
Credit Suisse June 2009 - July 2012
Merrill Lynch April 2007 - June 2009
American Express Bank 1999 - 2003
Chase Manhattan Bank 1994 - 1997
Skills
Asset Management
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor Science, Finance
Tracey Meklaus's Merrill Lynch Experience March 2007 - September 2010
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Merrill Lynch March 2007 - September 2010
Morgan Stanley September 2005 - March 2007
Goldman Sachs March 1996 - September 2005
Skills
Series 7, Series 63, Client Service
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA Finance, Finance
Binghamton Universiity 1982 — 1986
BS Management, Business Management
Morgan Stanley September 2010 - Present
Merrill Lynch March 2007 - September 2010
Morgan Stanley September 2005 - March 2007
Goldman Sachs March 1996 - September 2005
Skills
Series 7, Series 63, Client Service
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA Finance, Finance
Binghamton Universiity 1982 — 1986
BS Management, Business Management
Michele Varvaro Alcus's Merrill Lynch Experience 2002 - 2005
Job Trading Solutions Global Account Manager
Industry Financial Services
Experience
Bloomberg August 2009 - Present
Bloomberg LP August 2009 - Present
AIG Investments 2005 - May 2010
AIG Global Investment Group June 2005 - June 2006
Merrill Lynch 2002 - 2005
Skills
Analytics, Bloomberg, Capital Markets, Fixed Income, Management, Portfolio Management, Vendor Management
Education
Fordham Gabelli School of Business 2002 — 2004
MS, Finance
Ithaca College 1997 — 2001
BS, Finance
Bloomberg August 2009 - Present
Bloomberg LP August 2009 - Present
AIG Investments 2005 - May 2010
AIG Global Investment Group June 2005 - June 2006
Merrill Lynch 2002 - 2005
Skills
Analytics, Bloomberg, Capital Markets, Fixed Income, Management, Portfolio Management, Vendor Management
Education
Fordham Gabelli School of Business 2002 — 2004
MS, Finance
Ithaca College 1997 — 2001
BS, Finance
Max Margenau's Merrill Lynch Experience August 2007 - August 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2009 - Present
Merrill Lynch August 2007 - August 2009
Skills
Financial Modeling, Equities, Valuation, Investments
Education
Fordham Gabelli School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Accounting
Lehigh University 2003 — 2007
Bachelor of Science, Accounting
Goldman Sachs August 2009 - Present
Merrill Lynch August 2007 - August 2009
Skills
Financial Modeling, Equities, Valuation, Investments
Education
Fordham Gabelli School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Accounting
Lehigh University 2003 — 2007
Bachelor of Science, Accounting
Alicia Guerra's Merrill Lynch Experience 1980 - 1982
Job Project Coordinator/Manager at HealthNet
Industry Health, Wellness and Fitness
Experience
Health Net 2006 - Present
Express Scripts 2013 - 2014
Concentra 2000 - 2004
Prodigy 1995 - 1997
ABT 1986 - 1992
Merrill Lynch 1980 - 1982
Skills
Business Analysis, Business Process..., Change Management, Health Insurance, Insurance, Management, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., SDLC, Vendor Management, Visio
Education
Fordham University 1974 — 1978
B.S., Business Admin - Finance/Accounting
Health Net 2006 - Present
Express Scripts 2013 - 2014
Concentra 2000 - 2004
Prodigy 1995 - 1997
ABT 1986 - 1992
Merrill Lynch 1980 - 1982
Skills
Business Analysis, Business Process..., Change Management, Health Insurance, Insurance, Management, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., SDLC, Vendor Management, Visio
Education
Fordham University 1974 — 1978
B.S., Business Admin - Finance/Accounting
Mark Dereska's Merrill Lynch Experience December 2005 - October 2008
Job Managing Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting May 2009 - Present
Merrill Lynch December 2005 - October 2008
Mark Dereska Consulting September 2001 - August 2003
DoubleClick January 1998 - August 2001
Compupay January 1997 - December 1997
The Columbia Bank June 1994 - December 1996
Skills
Finance, Banking, Financial Risk, Mergers & Acquisitions, Investment Banking, Credit, Structured Finance, Analysis, Asset Management, Business Development, Loans, Accounting, Analytics, Mortgage Lending, Due Diligence
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance and Management
University of Maryland College Park 1989 — 1993
BA, Economics
FTI Consulting May 2009 - Present
Merrill Lynch December 2005 - October 2008
Mark Dereska Consulting September 2001 - August 2003
DoubleClick January 1998 - August 2001
Compupay January 1997 - December 1997
The Columbia Bank June 1994 - December 1996
Skills
Finance, Banking, Financial Risk, Mergers & Acquisitions, Investment Banking, Credit, Structured Finance, Analysis, Asset Management, Business Development, Loans, Accounting, Analytics, Mortgage Lending, Due Diligence
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance and Management
University of Maryland College Park 1989 — 1993
BA, Economics
Michele Varvaro's Merrill Lynch Experience June 2000 - July 2005
Job Portfolio Management at AIG Global Investment Group
Industry Financial Services
Experience
AIG July 2005 - Present
Merrill Lynch June 2000 - July 2005
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Ithaca College 1997 — 2000
B.S, Finance
AIG July 2005 - Present
Merrill Lynch June 2000 - July 2005
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Ithaca College 1997 — 2000
B.S, Finance
Steven DeSanctis's Merrill Lynch Experience June 2007 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
BAS-ML 2009 - Present
Merrill Lynch June 2007 - Present
Bank of America Merrill Lynch 1996 - 2009
Prudential Equity Group 1996 - 2007
Prudential Financial 1996 - 2007
Skills
Series 7, Series 63, Equity Trading, Equities, Equity Research, CFA, Series 24, Finance, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Portfolio Management, Chartered Financial..., Institutional..., Investment Management
Education
Saint John's University 1986 — 1990
BS, Finance, General
Fordham Gabelli School of Business
MBA, Finance
BAS-ML 2009 - Present
Merrill Lynch June 2007 - Present
Bank of America Merrill Lynch 1996 - 2009
Prudential Equity Group 1996 - 2007
Prudential Financial 1996 - 2007
Skills
Series 7, Series 63, Equity Trading, Equities, Equity Research, CFA, Series 24, Finance, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Portfolio Management, Chartered Financial..., Institutional..., Investment Management
Education
Saint John's University 1986 — 1990
BS, Finance, General
Fordham Gabelli School of Business
MBA, Finance
Ralph Cenname's Merrill Lynch Experience January 2006 - July 2012
Job Associate Vice PresidentInvestments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Merrill Lynch January 2006 - July 2012
Smith Barney July 1999 - January 2006
Market News International April 1997 - July 1999
Skills
Finance, Retirement, Investments, Mutual Funds, Accounting, Equities, Options, Retirement Planning, Securities, Fixed Income, General Ledger, Accounts Payable, Financial Statements, Financial Services
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Iona College 1985 — 1989
BBA, Public Accounting
Wells Fargo Advisors, LLC July 2012 - Present
Merrill Lynch January 2006 - July 2012
Smith Barney July 1999 - January 2006
Market News International April 1997 - July 1999
Skills
Finance, Retirement, Investments, Mutual Funds, Accounting, Equities, Options, Retirement Planning, Securities, Fixed Income, General Ledger, Accounts Payable, Financial Statements, Financial Services
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Iona College 1985 — 1989
BBA, Public Accounting
Alessandra Larkin's Merrill Lynch Experience February 2008 - May 2008
Job Assistant Director, Recruitment at The College Board
Industry Staffing and Recruiting
Experience
The College Board September 2014 - Present
Allegis Group June 2013 - September 2014
Legal Search Firm July 2012 - June 2013
Mattel May 2008 - July 2012
Merrill Lynch February 2008 - May 2008
Comcast January 2008 - May 2008
Skills
Marketing, Market Research, Sales, Brand Management, Competitive Analysis, Staff Coordination, Onboarding, Employee Training, ADP Payroll, Encore, eTime, Employee Benefits, Job Scheduling, Recruiting, Social Networking, Public Speaking
Education
Fordham University 2004 — 2008
Bachelor of Science (B.S.), Finance and Marketing
The College Board September 2014 - Present
Allegis Group June 2013 - September 2014
Legal Search Firm July 2012 - June 2013
Mattel May 2008 - July 2012
Merrill Lynch February 2008 - May 2008
Comcast January 2008 - May 2008
Skills
Marketing, Market Research, Sales, Brand Management, Competitive Analysis, Staff Coordination, Onboarding, Employee Training, ADP Payroll, Encore, eTime, Employee Benefits, Job Scheduling, Recruiting, Social Networking, Public Speaking
Education
Fordham University 2004 — 2008
Bachelor of Science (B.S.), Finance and Marketing
Thomas Vieira's Merrill Lynch Experience 2001 - 2009
Job Sr. Dir. International Tax at CA, Inc.
Industry Computer Software
Experience
CA Technologies February 2009 - Present
Merrill Lynch 2001 - 2009
Bear, Stearns & Co. Inc. October 1997 - April 2001
Morgan Stanley September 1995 - October 1997
Bear, Stearns and Co. Inc. January 1992 - September 1995
Price Waterhouse Coopers January 1990 - December 1991
BDO Seidman, LLP September 1986 - December 1989
Skills
Tax, International Tax, Corporate Tax, Income Tax, Sarbanes-Oxley Act, SEC filings, GAAP, CPA, Tax Accounting, US GAAP, Mergers & Acquisitions, Financial Reporting, Auditing, Accounting, Internal Controls, SEC Filings
Education
Fordham University - Graduate School of Business Administration 1989 — 1995
Master of Science (M.S.), Taxation
Hofstra University 1982 — 1986
B.B.A., Public Accounting
CA Technologies February 2009 - Present
Merrill Lynch 2001 - 2009
Bear, Stearns & Co. Inc. October 1997 - April 2001
Morgan Stanley September 1995 - October 1997
Bear, Stearns and Co. Inc. January 1992 - September 1995
Price Waterhouse Coopers January 1990 - December 1991
BDO Seidman, LLP September 1986 - December 1989
Skills
Tax, International Tax, Corporate Tax, Income Tax, Sarbanes-Oxley Act, SEC filings, GAAP, CPA, Tax Accounting, US GAAP, Mergers & Acquisitions, Financial Reporting, Auditing, Accounting, Internal Controls, SEC Filings
Education
Fordham University - Graduate School of Business Administration 1989 — 1995
Master of Science (M.S.), Taxation
Hofstra University 1982 — 1986
B.B.A., Public Accounting
Peter Armenia's Merrill Lynch Experience January 2004 - Present
Job Senior Consultant at Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Merrill Lynch January 2004 - Present
Education
Fordham Gabelli School of Business 1969 — 1971
MBA, Finance
Fordham University 1962 — 1966
BA, Political Science
Merrill Lynch January 2004 - Present
Education
Fordham Gabelli School of Business 1969 — 1971
MBA, Finance
Fordham University 1962 — 1966
BA, Political Science
Noreen Fitzgerald's Merrill Lynch Experience June 1988 - August 1993
Job Client Service Representative
Industry Consumer Services
Experience
Hudson County Board of Elections June 2015 - June 2015
Bank of America September 1993 - April 2009
Merrill Lynch June 1988 - August 1993
Skills
Equities, Fixed Income, Financial Services, Account Reconciliation, Settlement, Customer Service, Microsoft Excel, Mutual Funds, Back Office, Management, Financial Markets, Wealth Management, Microsoft Word, PowerPoint, Access, Outlook, Income, Front Office, Building Relationships, DTC, ACATS, iPad, Web Applications, Trading, Margin, Euroclear & Foreign..., Equity/Fixed Income..., Internet Applications, Soldering, American History, QuickBooks, Investments, Prime Brokerage, Middle Office, Due Diligence, Banking, Securities
Education
Fordham University 1982 — 1992
Bachelor of Arts
Hudson County Community College
QuickBooks
Hudson County Board of Elections June 2015 - June 2015
Bank of America September 1993 - April 2009
Merrill Lynch June 1988 - August 1993
Skills
Equities, Fixed Income, Financial Services, Account Reconciliation, Settlement, Customer Service, Microsoft Excel, Mutual Funds, Back Office, Management, Financial Markets, Wealth Management, Microsoft Word, PowerPoint, Access, Outlook, Income, Front Office, Building Relationships, DTC, ACATS, iPad, Web Applications, Trading, Margin, Euroclear & Foreign..., Equity/Fixed Income..., Internet Applications, Soldering, American History, QuickBooks, Investments, Prime Brokerage, Middle Office, Due Diligence, Banking, Securities
Education
Fordham University 1982 — 1992
Bachelor of Arts
Hudson County Community College
QuickBooks
Jeff Holmberg's Merrill Lynch Experience March 2006 - August 2006
Job Director at Clinton Investment Management
Industry Financial Services
Experience
Clinton Investment Management October 2012 - Present
HTI - Holmberg Textiles Inc. November 2009 - October 2012
Goldman Sachs Asset Management October 2006 - December 2008
Merrill Lynch March 2006 - August 2006
Skills
Fixed Income, Equities, Financial Services, Analysis, Options, Options Strategies, Derivatives, Portfolio Management, Risk Management, CRM, Bonds, Leadership, Equity Trading, Bloomberg, Hedge Funds, Investment Management, Investments
Education
Fordham University 2000 — 2004
BA, Economics, Minor in Business Administration
Fairfield Prep
College Prep
Clinton Investment Management October 2012 - Present
HTI - Holmberg Textiles Inc. November 2009 - October 2012
Goldman Sachs Asset Management October 2006 - December 2008
Merrill Lynch March 2006 - August 2006
Skills
Fixed Income, Equities, Financial Services, Analysis, Options, Options Strategies, Derivatives, Portfolio Management, Risk Management, CRM, Bonds, Leadership, Equity Trading, Bloomberg, Hedge Funds, Investment Management, Investments
Education
Fordham University 2000 — 2004
BA, Economics, Minor in Business Administration
Fairfield Prep
College Prep
Stephen Nell's Merrill Lynch Experience 1986 - 1997
Job Investment Management Professional
Industry Investment Management
Experience
PenCal Administrators 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
Delaware Investments 1997 - 2001
Merrill Lynch 1986 - 1997
Education
Fordham Gabelli School of Business 1974 — 1976
MBA, Finance
Saint Bonaventure University 1968 — 1972
BS, Mathematics
PenCal Administrators 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
Delaware Investments 1997 - 2001
Merrill Lynch 1986 - 1997
Education
Fordham Gabelli School of Business 1974 — 1976
MBA, Finance
Saint Bonaventure University 1968 — 1972
BS, Mathematics
Amy E. Cretella's Merrill Lynch Experience January 2009 - May 2009
Job Director of Operations, GNYHA Services, Inc. & Nexera, Inc. at GNYHA Ventures
Industry Management Consulting
Experience
GNYHA Ventures June 2015 - Present
GNYHA Ventures February 2014 - June 2015
GNYHA Ventures February 2012 - January 2014
Giuliani Partners LLC June 2009 - February 2012
Merrill Lynch January 2009 - May 2009
United Nations September 2008 - December 2008
Center Sheet Metal, Inc. 2005 - August 2008
Giuliani Partners LLC January 2007 - August 2007
Fordham University 2006 - 2007
Skills
Corporate Communications, Writing, Advertising, Marketing Communications, Event Planning, Business Relationship..., Social Media, Strategic Planning, Microsoft Office, Marketing, Fundraising, Social Media Marketing, Social Networking, Team Building, Strategic Communications, Editing, Time Management, Communication, Project Management, Professional..., Creativity, Networking, Public Speaking, Research, Management, Project Planning, Proposal Writing, Healthcare, Management Consulting, Microsoft Excel, Data Analysis, Nonprofits, Public Relations
Education
Fordham University 2005 — 2009
Bachelor of Science, Marketing and Finance
Temple University 2008 — 2008
Study Abroad through Program in Rome, Italy
GNYHA Ventures June 2015 - Present
GNYHA Ventures February 2014 - June 2015
GNYHA Ventures February 2012 - January 2014
Giuliani Partners LLC June 2009 - February 2012
Merrill Lynch January 2009 - May 2009
United Nations September 2008 - December 2008
Center Sheet Metal, Inc. 2005 - August 2008
Giuliani Partners LLC January 2007 - August 2007
Fordham University 2006 - 2007
Skills
Corporate Communications, Writing, Advertising, Marketing Communications, Event Planning, Business Relationship..., Social Media, Strategic Planning, Microsoft Office, Marketing, Fundraising, Social Media Marketing, Social Networking, Team Building, Strategic Communications, Editing, Time Management, Communication, Project Management, Professional..., Creativity, Networking, Public Speaking, Research, Management, Project Planning, Proposal Writing, Healthcare, Management Consulting, Microsoft Excel, Data Analysis, Nonprofits, Public Relations
Education
Fordham University 2005 — 2009
Bachelor of Science, Marketing and Finance
Temple University 2008 — 2008
Study Abroad through Program in Rome, Italy
Alex Karas's Merrill Lynch Experience January 2008 - June 2008
Job Senior Consultant, FSO Advisory at EY
Industry Banking
Experience
EY March 2014 - Present
Federal Reserve Bank of New York June 2011 - March 2014
Young & Rubicam February 2011 - June 2011
Kaplan Publishing October 2010 - February 2011
Cushman & Wakefield June 2008 - August 2008
Merrill Lynch January 2008 - June 2008
Federal Reserve Bank of New York July 2006 - August 2006
Virtual Enterprise, Inc. September 2005 - June 2006
Skills
Investments, Wealth Management, Asset Allocation, Finance, Bloomberg, Business Strategy, Financial Analysis, Financial Modeling, Analysis, Management, Budgets, Business Planning, Microsoft Excel, PowerPoint, Data Collection, Data Analysis, TIC, Financial Reporting, Securities, Forecasting, Economics, Account Reconciliation, Corporate Finance, Valuation, Bloomberg Terminal, Banking, Treasury, Capital Markets, Financial Services, Fixed Income, Structured Finance
Education
Fordham University 2006 — 2010
Finance, Economics
Edward R. Murrow High School 2002 — 2006
EY March 2014 - Present
Federal Reserve Bank of New York June 2011 - March 2014
Young & Rubicam February 2011 - June 2011
Kaplan Publishing October 2010 - February 2011
Cushman & Wakefield June 2008 - August 2008
Merrill Lynch January 2008 - June 2008
Federal Reserve Bank of New York July 2006 - August 2006
Virtual Enterprise, Inc. September 2005 - June 2006
Skills
Investments, Wealth Management, Asset Allocation, Finance, Bloomberg, Business Strategy, Financial Analysis, Financial Modeling, Analysis, Management, Budgets, Business Planning, Microsoft Excel, PowerPoint, Data Collection, Data Analysis, TIC, Financial Reporting, Securities, Forecasting, Economics, Account Reconciliation, Corporate Finance, Valuation, Bloomberg Terminal, Banking, Treasury, Capital Markets, Financial Services, Fixed Income, Structured Finance
Education
Fordham University 2006 — 2010
Finance, Economics
Edward R. Murrow High School 2002 — 2006
Alexandra Russo, J.D.'s Merrill Lynch Experience June 2008 - August 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
UBS Investment Bank May 2011 - May 2015
Jankoff & Gabe, P.C. June 2010 - May 2011
Pace University School of Law January 2010 - July 2010
Morgan Stanley April 2010 - June 2010
Merrill Lynch June 2008 - August 2008
Office of Congressman Jerrold Nadler January 2008 - May 2008
Merrill Lynch May 2007 - January 2008
Merrill Lynch May 2006 - May 2007
Skills
KYC, Dodd-Frank, Superior Client Service, Onboarding, Legal Research, Communication, Operations Coordination, Operations Processes, Operations Improvement, Regulatory Projects, Account Servicing, Project Management, Derivatives, Equities, Investment Banking, USA PATRIOT Act, Trading, Fixed Income
Education
Pace University School of Law 2009 — 2013
JD (cum laude), Corporate Law, Regulation
Fordham University 2005 — 2008
Bachelor of Arts, Political Science
MOUNT SAINT MARY ACADEMY 2001 — 2005
BlackRock June 2015 - Present
UBS Investment Bank May 2011 - May 2015
Jankoff & Gabe, P.C. June 2010 - May 2011
Pace University School of Law January 2010 - July 2010
Morgan Stanley April 2010 - June 2010
Merrill Lynch June 2008 - August 2008
Office of Congressman Jerrold Nadler January 2008 - May 2008
Merrill Lynch May 2007 - January 2008
Merrill Lynch May 2006 - May 2007
Skills
KYC, Dodd-Frank, Superior Client Service, Onboarding, Legal Research, Communication, Operations Coordination, Operations Processes, Operations Improvement, Regulatory Projects, Account Servicing, Project Management, Derivatives, Equities, Investment Banking, USA PATRIOT Act, Trading, Fixed Income
Education
Pace University School of Law 2009 — 2013
JD (cum laude), Corporate Law, Regulation
Fordham University 2005 — 2008
Bachelor of Arts, Political Science
MOUNT SAINT MARY ACADEMY 2001 — 2005
Sanford (Sandy) Fisher's Merrill Lynch Experience 1998 - 2004
Job Managing Director, Tax Transformation & Technology at KPMG
Industry Accounting
Experience
PwC 2009 - 2013
Tax Provision Software and Services Company (Acquired by Thomson Reuters) 2004 - 2009
Merrill Lynch 1998 - 2004
Deloitte & Touche 1994 - 1998
AA&Co. 1990 - 1994
Skills
Process Improvement, Income Tax, Property Tax, FIN 48, International Tax, Mergers & Acquisitions, Corporate Tax, Tax, Internal Controls, Management, Sales & Use Tax, Transfer Pricing, Training, Tax Reporting, Accounting, Tax Accounting, Sarbanes-Oxley Act, Balance Sheet, Auditing, Indirect Taxation, Financial Reporting, US GAAP, SEC filings, CPA, GAAP, Tax Law, Tax Returns
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finance
American University 1987 — 1990
BSBA, Accounting
PwC 2009 - 2013
Tax Provision Software and Services Company (Acquired by Thomson Reuters) 2004 - 2009
Merrill Lynch 1998 - 2004
Deloitte & Touche 1994 - 1998
AA&Co. 1990 - 1994
Skills
Process Improvement, Income Tax, Property Tax, FIN 48, International Tax, Mergers & Acquisitions, Corporate Tax, Tax, Internal Controls, Management, Sales & Use Tax, Transfer Pricing, Training, Tax Reporting, Accounting, Tax Accounting, Sarbanes-Oxley Act, Balance Sheet, Auditing, Indirect Taxation, Financial Reporting, US GAAP, SEC filings, CPA, GAAP, Tax Law, Tax Returns
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finance
American University 1987 — 1990
BSBA, Accounting
Miranda Chatelain's Merrill Lynch Experience March 2004 - December 2004
Job AML Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
FINRA December 2004 - December 2013
Merrill Lynch March 2004 - December 2004
Skills
Due Diligence, Finance, Risk Management, Derivatives, Project Management, Regulatory Requirements, Securities Regulation, Legal Compliance, Soft Skills
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance, General
Fordham University School of Law 2000 — 2003
Doctor of Law (JD), Finance, General
J.P. Morgan January 2014 - Present
FINRA December 2004 - December 2013
Merrill Lynch March 2004 - December 2004
Skills
Due Diligence, Finance, Risk Management, Derivatives, Project Management, Regulatory Requirements, Securities Regulation, Legal Compliance, Soft Skills
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance, General
Fordham University School of Law 2000 — 2003
Doctor of Law (JD), Finance, General
Joseph Rodes's Merrill Lynch Experience September 2009 - May 2010
Job Staff Accountant at EY
Industry Accounting
Experience
EY July 2014 - Present
Sullivan & Cromwell LLP August 2012 - October 2012
Sullivan & Cromwell LLP January 2011 - August 2012
Merrill Lynch September 2009 - May 2010
Skanska USA Building Inc. May 2008 - August 2008
New York Mercantile Exchange May 2006 - August 2006
Skills
Equities, Derivatives, Corporate Finance, Asset Management, Auditing, Financial Services, Financial Analysis, Finance
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance & Public Accounting (CPA Track)
Manhattan College 2006 — 2010
Bachelor of Science, Finance
Richmond, The American International University in London 2008 — 2008
Study Abroad, International Business
EY July 2014 - Present
Sullivan & Cromwell LLP August 2012 - October 2012
Sullivan & Cromwell LLP January 2011 - August 2012
Merrill Lynch September 2009 - May 2010
Skanska USA Building Inc. May 2008 - August 2008
New York Mercantile Exchange May 2006 - August 2006
Skills
Equities, Derivatives, Corporate Finance, Asset Management, Auditing, Financial Services, Financial Analysis, Finance
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance & Public Accounting (CPA Track)
Manhattan College 2006 — 2010
Bachelor of Science, Finance
Richmond, The American International University in London 2008 — 2008
Study Abroad, International Business
Alice Ding's Merrill Lynch Experience October 2009 - April 2010
Job Corporate Access Associate at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
Barclays July 2013 - July 2014
Barclays August 2012 - July 2013
Barclays July 2011 - August 2012
Societe Generale Corporate & Investment Banking June 2010 - December 2010
Cohen & Steers January 2010 - April 2010
Merrill Lynch October 2009 - April 2010
Skills
Securities, Derivatives, Equity Derivatives, Options, Securities Lending, FX Options, Swaps, Wealth Management, Funding, Financial Risk, Bloomberg, Collateral Management, Portfolio Management
Education
Fordham University 2007 — 2011
BS, Marketing, Finance
Shanghai University 2008 — 2008
Study Abroad
Susquehanna International Group, LLP (SIG) July 2014 - Present
Barclays July 2013 - July 2014
Barclays August 2012 - July 2013
Barclays July 2011 - August 2012
Societe Generale Corporate & Investment Banking June 2010 - December 2010
Cohen & Steers January 2010 - April 2010
Merrill Lynch October 2009 - April 2010
Skills
Securities, Derivatives, Equity Derivatives, Options, Securities Lending, FX Options, Swaps, Wealth Management, Funding, Financial Risk, Bloomberg, Collateral Management, Portfolio Management
Education
Fordham University 2007 — 2011
BS, Marketing, Finance
Shanghai University 2008 — 2008
Study Abroad
Randall Meyn's Merrill Lynch Experience October 2010 - August 2012
Job ETF Product Specialist
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Merrill Lynch October 2010 - August 2012
Credit Suisse June 2008 - May 2009
Merrill Lynch April 2002 - April 2008
Lehman Brothers September 1996 - April 2002
Skills
Product Development, Equities, Equity Derivatives, Hedge Funds, Options, Derivatives, Fixed Income, Alternative Investments, Electronic Trading, Equity Trading, Trading Systems, Trading, Series 7, Structured Products, ETFs, Capital Markets, Swaps, Prime Brokerage, Wealth Management, Asset Allocation, Investment Strategies, Hedging, Volatility, Finance, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Financial Services, Portfolio Management
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Villanova University 1986 — 1990
BA, Economics
West Islip High School 1982 — 1985
High School Diploma, Economics
BNY Mellon June 2013 - Present
Merrill Lynch October 2010 - August 2012
Credit Suisse June 2008 - May 2009
Merrill Lynch April 2002 - April 2008
Lehman Brothers September 1996 - April 2002
Skills
Product Development, Equities, Equity Derivatives, Hedge Funds, Options, Derivatives, Fixed Income, Alternative Investments, Electronic Trading, Equity Trading, Trading Systems, Trading, Series 7, Structured Products, ETFs, Capital Markets, Swaps, Prime Brokerage, Wealth Management, Asset Allocation, Investment Strategies, Hedging, Volatility, Finance, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Financial Services, Portfolio Management
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Villanova University 1986 — 1990
BA, Economics
West Islip High School 1982 — 1985
High School Diploma, Economics
Lee Zeltser's Merrill Lynch Experience 2005 - 2009
Job Research Analyst
Industry Financial Services
Experience
Bloomberg 2009 - 2014
Merrill Lynch 2005 - 2009
Skills
Fixed Income, Equity Research, Financial Markets, Bloomberg Terminal, Financial Modeling, Bloomberg, Valuation, Capital Markets, Bonds, Analysis, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
Bloomberg 2009 - 2014
Merrill Lynch 2005 - 2009
Skills
Fixed Income, Equity Research, Financial Markets, Bloomberg Terminal, Financial Modeling, Bloomberg, Valuation, Capital Markets, Bonds, Analysis, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
Shane Mastocciolo's Merrill Lynch Experience June 2007 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
K2 Advisors (Franklin Templeton) March 2014 - Present
IBM July 2012 - June 2013
PepsiCo April 2012 - July 2012
PepsiCo June 2009 - January 2010
Iona College September 2004 - June 2009
Merrill Lynch June 2007 - September 2007
Skills
Data Analysis, Statistics, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SAP, Hyperion, FMS, SPSS, Financial Analysis, Marketing, PowerPoint, Finance, Analysis, Microsoft Office, Financial Modeling
Education
Fordham Gabelli School of Business 2010 — 2013
MBA, Finance
Providence College 2004 — 2008
Bachelor Degree of Arts, Quantitative Economics
K2 Advisors (Franklin Templeton) March 2014 - Present
IBM July 2012 - June 2013
PepsiCo April 2012 - July 2012
PepsiCo June 2009 - January 2010
Iona College September 2004 - June 2009
Merrill Lynch June 2007 - September 2007
Skills
Data Analysis, Statistics, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SAP, Hyperion, FMS, SPSS, Financial Analysis, Marketing, PowerPoint, Finance, Analysis, Microsoft Office, Financial Modeling
Education
Fordham Gabelli School of Business 2010 — 2013
MBA, Finance
Providence College 2004 — 2008
Bachelor Degree of Arts, Quantitative Economics
Alison Rand's Merrill Lynch Experience July 2008 - July 2011
Job Associate, M&A at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2011 - May 2012
Merrill Lynch July 2008 - July 2011
Skills
Investment Banking, Bloomberg, Hedge Funds, Equities, Valuation, Capital Markets, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Structured Finance, Emerging Markets, Bloomberg Terminal, Securities
Education
Fordham University 2012 — 2013
Master of Science (MS), Finance, General
University of Oxford 2005 — 2008
Bachelor of Arts (B.A.), Economics and Management
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2011 - May 2012
Merrill Lynch July 2008 - July 2011
Skills
Investment Banking, Bloomberg, Hedge Funds, Equities, Valuation, Capital Markets, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Structured Finance, Emerging Markets, Bloomberg Terminal, Securities
Education
Fordham University 2012 — 2013
Master of Science (MS), Finance, General
University of Oxford 2005 — 2008
Bachelor of Arts (B.A.), Economics and Management
Alex Goldfarb's Merrill Lynch Experience February 2010 - Present
Job Internal Wholesaler at Prudential Investments
Industry Financial Services
Experience
Prudential Investments December 2014 - Present
Merrill Lynch February 2010 - Present
Skills
Holds Series 7 & Series..., Financial Analysis, Financial Services, Investments, Portfolio Management, Customer Service, Financial Modeling, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel
Education
Fordham University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Prudential Investments December 2014 - Present
Merrill Lynch February 2010 - Present
Skills
Holds Series 7 & Series..., Financial Analysis, Financial Services, Investments, Portfolio Management, Customer Service, Financial Modeling, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel
Education
Fordham University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank