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
Frederic W. Cook & Co. August 2013 - Present
Merrill Lynch September 2011 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, SQL, Accounting
Education
Fordham University 2008 — 2012
Bachelor's degree, Finance, General
North Shore-LIJ Health System September 2014 - Present
North Shore-LIJ Health System December 2010 - September 2014
North Shore-LIJ Health System May 2008 - December 2010
Merrill Lynch June 2006 - December 2006
Skills
Financial Analysis, Access, Data Analysis, Financial Modeling, Financial Reporting, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Forecasting, Process Improvement, Budgets, Healthcare, Variance Analysis, PeopleSoft, Budget Process, Finance
Education
Fordham University
Bachelor of Science (BS), Finance, General
Bank of America July 2014 - Present
Bank of America June 2013 - July 2014
International Business Club at Fordham University May 2012 - May 2013
Bank of America June 2012 - August 2012
G.L.O.B.E Club at Fordham University March 2010 - May 2012
G.L.O.B.E. Club at Fordham University May 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Fundraising, Public Speaking, Event Planning, International Business, Budget Negotiation, General Ledger, Selling, Prezi, Negotiation, Leadership, Marketing, Teamwork, Private Equity, Spanish, Market Research, PowerPoint, Banking, Bloomberg Terminal, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Financial Analysis, Financial Modeling
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Università Commerciale 'Luigi Bocconi' / Bocconi University
Finance and Economics
Universidad de Buenos Aires
RBC Capital Markets January 2014 - Present
Merrill Lynch April 2001 - December 2009
Dow Jones May 2000 - April 2001
Investcorp September 1996 - May 2000
Education
Fordham University 1999 — 2006
Bachelor’s Degree, Organizational Leadership
Ameriprise Financial Services, Inc. December 2011 - Present
JPMorgan Chase February 2009 - October 2011
Merrill Lynch September 2006 - February 2009
Summit Financial Resources, Inc. 2004 - 2006
Sony 2000 - 2004
Education
Fordham University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
Credit Suisse September 2015 - Present
Credit Suisse July 2013 - September 2015
Credit Suisse July 2012 - July 2013
Credit Suisse June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance, General
Kepler Cheuvreux July 2013 - Present
Credit Agricole Cheuvreux September 2008 - 2013
Merrill Lynch January 2007 - January 2008
Credit Suisse Private Banking January 2005 - January 2007
Credit Suisse January 1999 - January 2004
CIBC Oppenheimer Corp January 1998 - June 1999
Arthur Andersen January 1997 - June 1997
Skills
Microsoft Word, Microsoft Excel, Research, Public Speaking, PowerPoint, English, Customer Service, Strategic Planning, Editing, Outlook, Social Media, Teaching, Negotiation, Public Relations, Budgets, Portfolio Management, Equities, Emerging Markets, Microsoft Office, Economics, Investments, Asset Allocation, Investment Banking, Structured Products, Capital Markets
Education
Fordham University 1996 — 1997
Master of Business Administration (MBA) - Executive MBA, Finance & Management Systems
Saint John’s University 1992 — 1995
Bachelor of Arts (BA), Economics and Political Science (majors); Philosophy & Theology (minors)
Harvard University
Best Delegate Award at Harvard UN Model
John Jay University
Presented a professional paper on the Economic Re-Adjustment in Sub-Saharan Africa., Economics, political science, philosophy of law
Comcast February 2015 - Present
Merrill Lynch September 2014 - December 2014
Zerve April 2014 - August 2014
Fordham University Higher Education and Opportunity Program September 2013 - May 2014
Moodswing360 January 2014 - April 2014
America Reads and Counts Program September 2013 - December 2013
Saint Catherine Labouré Medical Clinic July 2013 - October 2013
Davidson College Independent Research April 2013 - October 2013
The New York Botanical Garden August 2012 - December 2012
Fordham University Choir June 2012 - December 2012
Skills
Spanish, Brazilian Portuguese, Microsoft Office, Econometrics, Matlab, R Statistical Software, Volunteer Management, Marketing, Event Management, Nonprofits, Music Industry, Fundraising, SPSS, Academic Tutoring, Grants, Music Theory, Sight-singing, Ear-training, Non-profits, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Facebook, Editing, Social Media, Research, Market Research, Finance, Analytical Skills, Operations Management
Education
Temple University - Fox School of Business and Management 2015 — 2017
Master of Science (M.S.), Marketing
Fordham University 2013 — 2015
Master of Arts (MA), Economics, 3.8
Fordham University 2010 — 2014
Bachelor of Arts (BA), International Political Economy, 3.73
Pontifícia Universidade Católica do Rio de Janeiro 2013 — 2013
Mount Saint Joseph Academy 2006 — 2010
CareCentrix April 2014 - Present
TEKsystems November 2011 - March 2014
The Estée Lauder Companies Inc. February 2001 - September 2011
Merrill Lynch August 1999 - February 2001
Prudential Securities 1991 - 1992
Skills
Financial Modeling, Managerial Finance, Analysis, Forecasting, Finance, IT Financial Management, Project Management, PMO, Capital Budgeting, Budgets, Executive Management, Vendor Management, Financial Risk, Financial Services, Project Planning, Corporate Finance, Fixed Assets, Variance Analysis, Cross-functional Team..., SAP, Business Process..., ERP, Project Portfolio...
Education
Stony Brook University 1995 — 1999
Master of Science (MS), Finance
Fordham University 1987 — 1991
Bachelor of Arts (BA), Economics
Xaverian High School
Xaverian High School
Kaza House September 2014 - Present
The Buccaneer Hotel August 2013 - September 2014
Small Business Association May 2013 - August 2013
KPMG June 2011 - February 2013
Fidelity Investments May 2009 - June 2011
Merrill Lynch February 2007 - November 2008
Deutsche Bank May 2006 - February 2007
COMSYS, Information Technology Services September 2005 - May 2006
Skills
PeopleSoft, Networking, Accounting, Team Leadership, Talent Management, Public Speaking, Human Resources, Training, Recruiting, College Recruiting, Microsoft Excel, Employee Relations, Coaching, Organizational..., Leadership, Management, Program Management, Personnel Management, Consulting, Leadership Development, Sourcing, Budgets, PowerPoint, Time Management, Nonprofits, Teamwork, Career Development, Public Relations
Education
Fordham University 2010 — 2012
MS, Human Resource Education
University of Havana 2000 — 2002
Study Abroad, Politics & Society
Saint John's University 1999 — 2002
BA, Government & Politics
Louis Armstrong
Merchant Cash and Capital LLC May 2015 - Present
Merchant Cash and Capital LLC September 2012 - April 2015
JPMorgan Chase October 2009 - August 2012
Metropolitan Property Services Inc December 2008 - August 2009
Merrill Lynch April 2008 - August 2008
Skills
Finance, Microsoft Office, Financial Analysis, Banking, Microsoft Excel, Portfolio Management, Credit, Financial Services, Risk Management, Loans
Education
Fordham University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan January 2014 - Present
JPMorgan Chase January 2011 - January 2014
JPMorgan Chase March 2010 - December 2010
JPMorgan Chase June 2007 - March 2010
BlackRock September 2006 - May 2007
Merrill Lynch June 2006 - September 2006
Skills
Finance, Banking, Portfolio Management, Risk Management, Bloomberg, Series 7, Microsoft Office, Private Banking, Economics, Financial Services, Equities, Wealth Management, Asset Management
Education
Fordham University 2004 — 2008
Fordham College, Bachelor of Arts, Economics, Business Administration, Honors Program in American Catholic Studies, cum laude
John Hancock Financial Services May 2014 - Present
New York Life Investment Management October 2012 - May 2014
RS Investments November 2008 - October 2012
Merrill Lynch February 2007 - November 2008
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Series 7, Series 26, Series 66, FINRA, Stable Value, Product Management, Life Insurance, Group Annuity Contracts, Alternative Investments, 401k, Investment Management, Relationship Management, Sales, Fixed Income, Wealth Management, Retirement, Series 63, Series 6, Variable Annuities, Finance, Investment Strategies, Fixed Annuities
Education
Fordham University
Bachelor of Arts, Political Science
Maimonides Medical Center September 2012 - Present
Covenant House September 2011 - August 2012
Barclays March 2005 - March 2012
Merrill Lynch March 1999 - March 2005
Skills
Social Media, Public Speaking, C++, C, Matlab, Event Planning, AutoCAD
Education
Fordham University 2011 — 2013
Master's degree, Social Work, A
Terramar Foundation September 2013 - Present
Global Excess Partners / GEP II, LLC June 2001 - September 2013
Merrill Lynch May 1999 - June 2001
Skills
Accounts Receivable, Accounts Payable, Payroll, General Ledger, Human Resources, Employee Benefits, Small Business, Bookkeeping, Event Planning, Presentations, Travel Arrangements, QuickBooks, MGA Software, Microsoft Office, Project Management, Office Management, Executive Support, Common Sense, Budgets, Negotiation, Strategic Planning, Management, Process Scheduler, Nonprofits, Insurance, Microsoft Excel, Customer Service
Education
Fordham University 1995 — 1999
Bachelor of Arts (B.A.), Art History
IBM February 2015 - Present
Ivor & Co. October 2014 - February 2015
National Grid March 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing
Christian Brothers Academy 2006 — 2010
High School Diploma
Wilmington Trust February 2014 - Present
Merrill Lynch September 2011 - February 2014
HSBC Securities October 2009 - September 2011
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Employee Benefits, Capital Markets, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Fixed Income, Investment Advisory, Investment Strategies, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Investments, Series 63, Series 7, Strategic Financial..., Securities, Wealth Management, Hedge Funds
Education
State University of New York College at Buffalo 2002 — 2005
Bachelor of Science (BS), Economics
Fordham University 1999 — 2001
Economics
Canisius high school 1995 — 1999
1999, College/University Preparatory and Advanced High School/Secondary Diploma Program
Time Warner Inc. September 2013 - Present
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
Merrill Lynch 1999 - 2000
AT&T 1999 - 1999
Marsh & McLennan Companies, Inc. 1998 - 1999
Skills
Information Security, Information Security..., Threat & Vulnerability..., SIEM, CISSP, Vendor Risk Assessments, Training & Awareness, Project Management, Application Risk..., Information Security..., Incident Reponse, Business Continuity, Business Continuity..., Security, IT Security Assessments, Risk Management, Information Security..., Penetration Testing, Security & Privacy..., Disaster Recovery, Vulnerability Management, Risk Assessment, PCI DSS, Data Privacy, Safe Harbor
Education
Fordham University
University of Phoenix
Bachelor of Science (B.Sc.), Information Technology
The Chubb Institute
Information Technology
Merrill Lynch March 2014 - Present
Private Wealth Advisory Practice February 2013 - March 2014
CITYLIFE - BOEDC January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Abercrombie & Fitch August 2008 - March 2010
Skills
Series 7, Series 66, Morningstar, ThomsonOne, Financial Modeling, Equity Trading, Mutual Funds, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Data Analysis, Microsoft Excel, Research, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Social Media, Customer Service, Public Speaking, Accounting, Finance
Education
Fordham University 2008 — 2012
Bachelor of Science (BS)
Saunders Trades and Technical High School 2004 — 2008
Security Traders Association March 2011 - Present
Broadcort Clearing & Execution Services Bank of America Merrill Lynch 2007 - 2011
Merrill Lynch 1992 - 2007
Skills
Governmental Affairs, Electronic Trading, Equity Trading, Equities, Series 7, Series 63, Bonds, FINRA, Trading Systems, Securities, Hedge Funds, FX Options, Capital Markets, ETFs, Options, Trading, Series 24, Alternative Investments, Bloomberg, Equity Research, Fixed Income, Financial Markets, Derivatives, Equity Capital Markets, Investments, Asset Management, Structured Products, Equity Derivatives, Hedging, Proprietary Trading, Investment Advisory, Investment Banking, Mutual Funds, Investment Strategies, Asset Allocation, Portfolio Management, Securities Regulation, Career Development, Conference Coordination, Social Media..., Sports Coaching, SEC, CFTC, RIAs, Association Management, Association Meetings
Education
Fordham University 1981 — 1985
BS, Economics
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. January 2013 - January 2015
JPMorgan Chase & Co. July 2012 - December 2012
Merrill Lynch September 2011 - July 2012
Bike Ride Across America for CitySquash March 2010 - January 2012
Skills
Bloomberg Terminal, Financial Analysis, Morningstar, Microsoft Office, ThomsonOne, Capital IQ, HTML5, Laravel, PHP
Education
Fordham University 2008 — 2012
Bachelor of Science in Business Administration, Primary Concentration: Finance
United Way of New York City December 2013 - Present
Millward Brown November 2010 - November 2012
Lime Company January 2010 - May 2010
Premiere Networks September 2009 - January 2010
Fordham University September 2007 - August 2009
Merrill Lynch May 2008 - September 2008
Education
Fordham University 2006 — 2010
Bachelor of Arts (B.A.), Economics
CIT July 2015 - Present
Fordham University September 2011 - May 2015
KPMG Deutschland May 2014 - August 2014
SterlingRisk June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
Skills
Research, Public Speaking, Microsoft Office, Social Media, Event Planning, Teamwork, Data Analysis, German, Access, Analysis, English, Outlook, Time Management
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Finance, General, Magna Cum Laude, GPA: 3.74
Passed Level 1 of the CFA Program
Chaminade High School
Chaminade High School
Ameriprise Financial Services, Inc. January 2014 - Present
Merrill Lynch March 2006 - January 2014
Morgan Stanley March 2004 - March 2006
Education
Fordham University 1990 — 1994
Bachelor of Arts (BA), Economics
Parkchester Preservation Management LLC September 2015 - Present
Omni New York, LLC May 2014 - September 2015
Rose Associates, Inc. June 2012 - May 2014
Taj Hotels Resorts and Palaces September 2010 - May 2012
The Ritz-Carlton New York, Battery Park December 2009 - September 2010
The Ritz-Carlton New York, Battery Park July 2006 - December 2009
The Ritz-Carlton New York, Battery Park March 2005 - July 2006
Merrill Lynch July 2004 - February 2005
Westchester Jewish Community Services, Inc. September 2003 - July 2004
Citigroup July 1999 - November 2001
Skills
HRIS, Employee Relations, Benefits, Talent Acquisition, Employee Engagement, Hospitality, Hospitality Management, Labor Relations, Labor Management, Employment, Recruitment/Retention, Training & Development, Employer Branding, Employee Surveys, Recognition Programs, Grievance Handling, Grievance Resolution, Arbitration, Performance Management, Progressive Discipline, Employment Law, Health & Safety, Workers Compensation, Disability Management, Employee Benefits, Interviews, Grievances, Employee Training, Leadership, Personnel Management, Recruiting, ADP Payroll, Human Resources, Onboarding, New Hire Orientations, Talent Management, Payroll, Hiring, PeopleSoft, Performance Appraisal, Temporary Placement, Management, Hospitality Industry, Training, Job Descriptions, Hotels, Hotel Management, Compensation & Benefits, Policy, Benefits Administration
Education
The George Washington University - School of Business 2005 — 2007
Master's
Fordham University 2000 — 2004
Bachelor's
St. Jean Baptiste High School 1996 — 2000
SUNY High School Diploma
Bank of America Merrill Lynch - Commercial Real Estate Banking July 2014 - Present
JPMorgan Chase June 2013 - May 2014
Credit Suisse May 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Skills
Real Estate, Finance, Credit Analysis, Portfolio Management, Commercial Real Estate..., Corporate Finance, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Research, Investments, Asset Managment, Financial Modeling, Alternative Investments, Banking, Real Estate Financing, Real Estate Development
Education
Fordham University 2010 — 2014
Bachelor of Science, Finance, Alumni
Fordham University London Centre 2012 — 2012
Bachelor of Science (B.S.), Finance
Western Asset Management July 2013 - Present
Merrill Lynch September 2011 - January 2012
Skills
Securities, Strategic Financial..., Social Media, Customer Service, Event Planning, Research, Business Analysis, Accounting, Negotiation, Access, Marketing, Data Analysis, Market Research, Fundraising
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Fairfield College Preparatory School 2005 — 2009
Fidelity Investments January 2015 - Present
Merrill Lynch June 2009 - December 2014
Skills
Financial Analysis, Investments, Finance, Leadership, Financial Modeling, Series 7, Mutual Funds, Asset Management, Equities, Fixed Income, Portfolio Management, Financial Services, Stock Market, Asset Allocation, Bloomberg, Retirement Planning, Series 63, Microsoft Office, Social Media
Education
Fordham University
BS, Finance & Economics
Westwood High School
Aon Risk Solutions May 2013 - Present
thisOutfit LLC February 2012 - Present
Bloomingdale's March 2012 - May 2012
The Writers Network February 2011 - May 2012
alice + olivia January 2012 - February 2012
Coburn Communication, Inc. 2011 - 2011
New York Girl Style January 2010 - August 2010
Guest of a Guest LLC January 2010 - February 2010
CBS- The Early Show 2010 - 2010
Merrill Lynch 2010 - 2010
Skills
Online Marketing, Corporate Communications, Creative Writing, Blogging, Wordpress, Excel, Microsoft Office, PowerPoint, Social Media Marketing, Advertising, Marketing, Press Releases, Public Relations, Social Networking
Education
Fordham University 2007 — 2011
BA, Major: Communications, Minor: Business Administration
Morgan Stanley June 2013 - Present
ParenteBeard LLC September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Morgan Stanley January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Avon Products Foundation June 2010 - August 2010
Tamarack Country Club June 2007 - August 2009
Diamond Time April 2009 - June 2009
Skills
Google Docs, Morningstar, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word
Education
Fordham University 2009 — 2013
Bachelors of Science, Accounting, Senior
Eastchester High School 2005 — 2009
Thomson Reuters GFMS December 2013 - Present
CPM Group January 2010 - November 2013
Merrill Lynch August 2009 - December 2009
Rattlestick Theater April 2009 - August 2009
Skills
Market Research, precious metals market..., metals supply and..., industry analysis, mine cost modeling and..., metals valuation, commodity price modeling, Secondary supply..., Competitive Analysis, Metals, Valuation, Business Strategy, Finance, Financial Analysis, Analysis, Strategic Planning, Commodity, Market Analysis, Corporate Finance, Precious Metals, Hedging, Economics, Trading, Bloomberg Terminal, Commodity Markets, Financial Services, Options, Financial Modeling, Bloomberg
Education
Fordham University 2006 — 2010
BS, Finance; International Business, 3.7/4.0
O'Connor Capital Partners October 2001 - Present
Prudential Securities March 1997 - June 2001
Merrill Lynch September 1988 - March 1997
Skills
Real Estate
Education
Fordham University 1978 — 1982
Bachelor of Science, Public Accounting/Finance
Fannie Mae September 2009 - Present
Merrill Lynch July 2008 - September 2009
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) July 2004 - July 2008
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) January 2002 - July 2004
Salomon Smith Barney May 2001 - December 2001
Salomon Smith Barney January 1998 - May 2001
Salomon Brothers January 1992 - December 1997
Salomon Brothers March 1990 - December 1991
Salomon Brothers June 1986 - March 1990
American Capital March 1984 - June 1986
Skills
Financial Services, Capital Markets, Housing Finance, Operations Management, Expense Management, Risk and Control, Finance and Treasury, Business Management, Large Scale..., Leadership, Talent Management and...
Education
Fordham University 1980 — 1984
Bachelor of Science (B.S.), Concentration in Finance
MobileFuse February 2015 - Present
National Geographic Channel January 2012 - February 2015
National Geographic Channel July 2011 - December 2011
National Geographic Channel April 2010 - June 2011
EarthCam, Inc. August 2009 - April 2010
Merrill Lynch October 2007 - August 2008
Education
Fordham University 2005 — 2009
Bachelor of Science (BS), Business Administration; Concentration in Finance/Marketing, Minor in Economics, 3.64
Merrill Lynch December 2010 - Present
Morgan Stanley Investment Management 2004 - December 2010
Morgan Stanley 2004 - 2010
Skills
Wealth Management, Alternative Investments, Trading, Asset Management, Corporate Finance, Equities, Financial Management..., Investment Advisory, Mutual Funds, Retirement Planning, Financial Modeling, Investments, Private Equity, Series 7, Strategic Financial..., Finance, Financial Analysis, Series 63, Credit, Banking, Financial Planning
Education
Fordham University 1981 — 1985
BS, Finance, Quantitative Analysis
Field Street Capital Management, LLC March 2015 - Present
Field Street Capital Management June 2012 - March 2015
Student Managed Investment Fund January 2012 - June 2012
Student Managed Investment Fund September 2011 - January 2012
SMB Capital January 2011 - October 2011
Merrill Lynch September 2010 - January 2011
Massey Knakal Realty Services August 2009 - October 2010
Skills
Bloomberg, Microsoft Office, Salesforce.com, Lightspeed Trading, Trading, Equity Research, Interest Rate Swaps, Hedge Funds, Bonds, Futures, Repos, FX Options, Swaptions, Derivatives, Credit Derivatives, Asset Allocation, Equities, Wealth Management, Securities, Technical Analysis, Financial Modeling, Bloomberg Terminal, Analysis
Education
Fordham University 2008 — 2012
BS, Major in Finance and Minor in Economics
Poly Prep 2004 — 2008
High School Diploma
Merrill Lynch June 2010 - Present
Guggenheim Partners 2010 - 2010
GAM (U.K.) LIMITED (a company of Julius Baer) February 2007 - December 2009
GAM May 2006 - February 2007
Julius Baer Investment Management November 2004 - April 2006
J.P. Morgan July 2000 - December 2001
JP Morgan Investment Management July 1997 - July 2000
Skills
Alternative Investments, Asset Managment, Marketing Communications, Product Management, Strategic Planning, Brand Management, Strategy, Product Development, Market Planning, Relationship Management, Marketing, Market Research, Business Development, Advertising
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Marketing, Finance
Fordham University 1993 — 1997
BA, Economics
National Futures Association June 2015 - Present
Merrill Lynch September 2014 - December 2014
Studio Demarziani February 2014 - May 2014
Global Outreach December 2012 - January 2013
Garcia and Turula, Esq. June 2011 - August 2012
Skills
Tax, Organization, Leadership, Microsoft Excel, Microsoft Word, Italian, Customer Service, Editing, Event Planning
Education
Fordham University 2011 — 2015
Economics
Ameriprise Financial Services, Inc. January 2015 - Present
Powerlinx, Inc. June 2014 - August 2014
RBC Capital Markets June 2013 - September 2013
Merrill Lynch February 2013 - 2013
IEW Construction Group May 2012 - August 2012
Bloomberg LP May 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Publisher, Accounting, Investments, Portfolio Management, Trading, PowerPoint, Social Media, Bloomberg, Equities, Analysis, Public Speaking, Social Networking, Bonds, Securities
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration - Finance Concentration
Merrill Lynch September 2013 - September 2014
Lloyd Harbor Village Park June 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, English, Bloomberg Software, Spanish, Investments, Marketing
Education
Hofstra University 2014 — 2015
Pre-Medical Certificate
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), Economics
TubeMogul, Inc. August 2015 - Present
CJ Affiliate by Conversant October 2014 - July 2015
CJ Affiliate by Conversant June 2013 - October 2014
Commission Junction January 2013 - June 2013
Gameday Goods April 2012 - December 2012
Gulory Inc November 2011 - February 2012
Merrill Lynch September 2011 - December 2011
Skills
Analytics, Start-ups, Entrepreneurship, Business Development, Social Media Marketing, Market Research, SEO, Online Marketing, SEM, Marketing, Marketing Communications, Digital Marketing, Online Advertising, Social Networking, Social Media, Microsoft Office, WordPress, Email Marketing, Affiliate Marketing, Account Management
Education
Fordham University 2009 — 2013
BA, English
Boston College High School
Bank of America May 2013 - Present
Bank of America April 2011 - April 2013
Bank of America Merrill Lynch January 2009 - April 2011
Merrill Lynch March 2006 - January 2009
Program Management Consultant - Financial Services 2001 - 2006
Outsourcing Institute 1997 - 2000
Skills
Risk Management, Change Management, Change Strategy &..., Program Management, ITIL, Transformation/Transitio..., IT Service Management, Strategic Communications, Team Building, Internal Consulting, Requirements Analysis, Service Delivery, Six Sigma, Business Analysis, Leading Diverse Teams, Governance, Strategy, Internal Audit, Management, IT Management, Project Portfolio..., Cross-functional Team..., Business Process, Integration, Project Management, Leadership, Process Improvement, Project Delivery, Business Strategy, Management Consulting, Product Management, Business Development
Education
Fordham University
Bachelor of Arts (BA)
UBS Wealth Management August 2013 - Present
UBS Wealth Management June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Starr Technical Risk Agency, Starr Companies February 2011 - August 2011
Skills
PowerPoint, Investments, Microsoft Excel, Financial Services, Wealth Management, Social Media, Customer Service, Banking
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Concentration: Finance, Minor: Economics, Magna Cum Laude
Institut Químic de Sarrià, Ramon Llull University 2012 — 2012
Charleston County School District August 2012 - Present
Trident Technical College August 2012 - May 2014
Dorchester School District 4 August 2011 - June 2012
EBL Coaching January 2011 - June 2011
NYC Department of Education September 2009 - December 2010
Peace Games April 2009 - December 2009
Merrill Lynch April 2006 - January 2009
Merrill Lynch Professional Clearing Corp April 2006 - January 2009
Skills
Nonprofits, Higher Education, Strategic Planning, Public Speaking, Spanish, K-12, Tutoring, Teaching, Special Education, Curriculum Development, Curriculum Design, Staff Development, Literacy, Psychotherapy, Classroom, Learning Disabilities, Educational Technology, Grant Writing, Differentiated..., Classroom Management, Community Outreach, Lesson Planning, Teacher Training, Program Development, Educational Leadership, IEP, Curriculum Mapping
Education
LIU Brooklyn 2009 — 2011
Masters of Arts, Special Education
Long Island University, Brooklyn Campus 2009 — 2011
Masters, Education; Secondary Special Education
Fordham University 2001 — 2005
Bachelor of Arts, Sociology
Fordham University, FCRH 2001 — 2005
Bachelor of Arts, Sociology & Communications & Media Studies
HeBS Digital June 2012 - Present
Fordham University September 2011 - June 2012
Merrill Lynch January 2010 - March 2011
Skills
Programming/Scripting..., C++, PHP, Zend Framework, Node JS, MongoDB, SQL, JavaScript, Shell Scripting, CSS, XHTML, AWS, EC2, RDS, Route 53, Apache, NGINX, GIT, Load Balancing, Memcached, TCP/IP
Education
Fordham University Graduate School of Arts and Sciences 2012 — 2013
Master of Science (MS), Computer Science
Fordham University 2009 — 2012
Bachelor of Science (BS), Business Administration
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley Smith Barney March 2000 - November 2008
Merrill Lynch April 1990 - March 2000
Education
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance and Marketing
Santander Bank, N.A. May 2013 - Present
Peoples United Business Capital September 2011 - May 2013
Sterling National Bank March 2011 - September 2011
Citibank, N.A. March 2007 - March 2011
Merrill Lynch March 2003 - March 2007
National Westminster Bank 1986 - 1991
National Westminster Bank 1986 - 1991
National Westminster Bank 1986 - 1991
Skills
Finance, Corporate Finance, Financial Services, Asset Based Lending, New Business Development, Commercial Lending, Credit Analysis, Credit, Loans, Commercial Banking, Portfolio Management, Banking, Small Business Lending, Financial Analysis, Investments, Due Diligence, Credit Risk, Capital Markets, Underwriting, Mergers & Acquisitions, Equities, Middle Market, Risk Management
Education
Fordham University
BBA, Accounting
CNBC May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
NBCUniversal, Inc. July 2012 - August 2012
Slouchback Industries June 2010 - August 2010
Skills
Microsoft Office, Financial Analysis, Advertising, Creative Direction, Marketing Strategy, Teamwork, Public Speaking, Sales, Process Improvement, Customer Service, Program Management, Television
Education
Fordham University 2010 — 2014
Expected Bachelor of Science, Finance/Marketing
University College Dublin 2013 — 2013
International Marketing Strategy
Kinnelon High School 2006 — 2010
Counseling for Hope and Change 2010 - Present
New York Hotel Trades Council, Health Center, Inc. 2003 - 2010
Merrill Lynch 1985 - 2001
Skills
Psychotherapy, Marriage Counseling, Couples Counseling, Substance Abuse..., Addiction Recovery, Coping with Illness, Coping, Mental Health, Self-esteem, Clinical Research, Family Therapy, CBT, Crisis Intervention, Stress, Adolescents, Group Therapy, Chronic Illness, Psychology, Anger Management, Counseling Psychology, Young Adults, Mental Health Counseling, Post Traumatic Stress, Motivational..., Chemical Dependency, Clinical Supervision, Grief Counseling, Social Services, Life Transitions, Therapists, Behavioral Health
Education
Fordham University
MSW, Social Work
Long Island University, C.W. Post Campus
MS, Library-Information Science
Queens College
BA
Morgan Stanley October 2012 - January 2015
Bank of America December 2010 - September 2012
Merrill Lynch July 2000 - December 2010
Lehman Brothers January 1993 - July 2000
Skills
Credit, Fixed Income, Banking, Operations Management, Securitization, Financial Risk, Capital Markets, Finance, Derivatives, Loans, Credit Risk, Structured Finance, Trading, Financial Services, Operational Risk, Cash Management, Equities, Investments, Securities, Financial Markets, Investment Banking, Mortgage Lending, Due Diligence, Financial Structuring
Education
Fordham University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Citigroup September 2008 - Present
Merrill Lynch September 2007 - July 2008
Thomson Financial 2004 - 2008
Deloitte & Touche 2001 - 2004
NYSE 1994 - 2001
MasterCard International April 1993 - November 1994
American Express March 1989 - March 1993
Skills
Business Analysis, Project Management, Management, Strategic Planning, Project Planning, Leadership, Data Analysis, Product Development, Risk Management, Financial Services, Equities, SDLC, Vendor Management, Management Consulting, IT Strategy, Analysis, Program Management, Strategy, Cross-functional Team..., Project Portfolio..., Finance, Business Intelligence, Requirements Analysis, PMO, Information Technology, Business Process..., Business Process..., Governance, IT Management, Process Improvement, Information Security, Consulting
Education
Fordham University 1979 — 1981
MA, Communications
Trinity University-Washington 1975 — 1978
BA, economics
Volusia County March 2015 - Present
Coldwell Banker January 2002 - February 2015
Loft October 2010 - December 2014
Hudson Sloane November 1999 - December 2001
Merrill Lynch June 1993 - November 1999
Skills
Investment Properties, Sellers, Relocation, Real Estate, Contract Negotiation, Customer Service, Property Management, Sales, Foreclosures, Troubleshooting, Management, Single Family Homes, First Time Home Buyers, New Home Sales, Buyer Representation, Condos, Short Sales, Networking, Software Installation, Selling, Listings, REO, Microsoft Exchange, Software Documentation, Computer Hardware, Leadership, Residential Homes, Real Estate Transactions, Investors, Microsoft Office, Negotiation, Property Valuations
Education
Fordham University 1991 — 1995
B.A, Communications/Liberal Arts
Joseph S. DiMarco, Esq., P.C. May 2009 - Present
Axiom June 2009 - Present
Esquire Films, Inc. March 2002 - Present
Citi June 1999 - December 2008
Morgan Stanley Wealth Management January 1998 - June 1999
Merrill Lynch January 1994 - December 1997
Skills
Securities Regulation, Litigation, Contract Negotiation, Legal Advice, Securities Litigation, Film Production, Independent Film, Corporate Fraud..., Internal Investigations, General Practice of Law, Creative Writing, Writing, AML, Anti Money Laundering, Arbitration, Banking, Banking Law, Capital Markets, Civil Litigation, Commercial Litigation, Corporate Governance, Corporate Law, Courts, Criminal Law, Dispute Resolution, Due Diligence, Employment Law, FINRA, Finance, Intellectual Property, Legal Compliance, Legal Research, Legal Writing, Licensing, Mediation, Mergers, Policy, Privacy Law, Private Equity, Regulations, Risk Management, Securities, Trial Practice, Trials
Education
St. John's University School of Law 1993 — 1997
Juris Doctor (J.D.), Law
Fordham University 1987 — 1991
Bachelor of Arts (B.A.), Italian Studies
Xavier High School 1983 — 1987
High School, General High School studies
Seeking Alpha August 2014 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Berens Capital Management, LLC January 2015 - April 2015
Fordham University 2012 - 2015
Smart Woman Securities May 2013 - December 2014
Merrill Lynch May 2014 - August 2014
Coburn Communication, Inc. January 2014 - April 2014
AXA Advisors June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Research, Finance, Teamwork, Public Speaking, Time Management, Leadership, Customer Service, Financial Modeling, Investments
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Finance
Prospect 33 May 2013 - Present
Dow Jones May 2011 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Financial Services, Investments, Business Strategy, Financial Markets, Financial Analysis, Securities, Business Planning, Bloomberg, Bloomberg Terminal, Microsoft Excel, Business Development, Wealth Management, Leadership, Microsoft Office, Managed Services
Education
Fordham University 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Finance & Marketing
Christian Brothers Academy 2005 — 2009
BlackRock September 2014 - Present
BlackRock September 2011 - September 2014
Merrill Lynch April 2006 - September 2011
Morgan Stanley May 2004 - April 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Financial Services, Asset Management, Investment Banking, Bloomberg, Financial Modeling, Portfolio Management, Structured Products, Trading, Banking, Securities, FX Options, Options, Swaps, Corporate Finance, Bonds
Education
Pace University - Lubin School of Business 2005 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 2000 — 2004
Bachelor of Arts (BA), Economics
Best Beauty Salon May 2007 - Present
Merrill Lynch July 2008 - July 2010
Skills
Customer Service, Financial Analysis, Investments, Sales, Strategic Financial..., Finance, Small Business, Business Planning, Start-ups, Banking, Credit, Financial Planning, Financial Services, Marketing, Portfolio Management
Education
Fordham University 1984 — 1989
BA Bachelor of Economics
Keary Communications October 2013 - Present
BlackRock February 2011 - August 2013
Westchester Community College August 2009 - January 2011
JPMorgan Chase August 2001 - February 2005
Merrill Lynch April 1993 - May 1996
Skills
Communication Training, Corporate Communications, Crisis Communications, Media Relations, Public Relations, Speech Writing, Event Management, Copy Editing, Editing, Newspapers, Feature Articles, Strategic Communications, Sponsorship, Messaging, Internal Communications, Strategic Planning, Broadcast, New Media, Thought Leadership, Content Development, Newsletters, Copywriting, University Teaching, Management
Education
Columbia University Graduate School of Journalism
MS, Journalism
Fordham University
BA, English
Saint Anselm College September 2011 - Present
Fordham University January 2008 - May 2010
Fordham University September 2006 - May 2009
Merrill Lynch July 2001 - July 2006
Skills
Equities, Econometrics, Teaching, Macroeconomics, Investments, Higher Education, Eviews, Statistics, Data Analysis
Education
Fordham University 2006 — 2010
Ph.D, Economics
Fordham University 2006 — 2009
M.A, Economics
Saint Anselm College 1997 — 2001
B.A, Economics
Short Hills Aviation, LLC March 2012 - Present
Weichert Realtors, Madison, NJ Office June 2010 - Present
H & R Block December 2008 - April 2009
Madison Area YMCA 2003 - 2009
School District of the Chathams April 1999 - April 2006
Morgan Stanley/Dean Witter 1984 - 1998
Dean Witter 1984 - 1998
Merrill Lynch 1978 - 1984
Skills
Accounting, Management, Research, Financial Analysis, Asset Management, Fundraising, Budgets, Finance, Sales, Financial Services, Leadership, Strategic Planning, Financial Reporting, Forecasting, Investments, Microsoft Excel, Strategic Financial..., Not for Profit Board..., Payroll, Managerial Finance
Education
Pace University 1982 — 1989
MBA, Accounting/Financial Management
Fordham University 1972 — 1976
BS, Accounting
Fordham Prep 1968 — 1972
Bachelor of Science (BS), Accounting
Covanta Energy July 2013 - March 2015
PSEG March 2012 - July 2013
Morgan Stanley February 2010 - January 2012
Penske Automotive Group May 2009 - October 2009
Merrill Lynch October 2007 - May 2009
GlaxoSmithKline October 2005 - September 2007
United States Navy July 1977 - July 1982
Skills
Real Estate, Project Management, SDLC, Data Center, System Deployment, Project Portfolio..., IT Strategy, Project Delivery, Vendor Management, Disaster Recovery, PMO, Infrastructure
Education
Fordham University 1982 — 1986
BA
SWIFT August 2012 - Present
Hewlett-Packard June 2010 - July 2012
Capital Markets World Inc. August 2009 - May 2010
Merrill Lynch January 2001 - December 2008
Goldman Sachs February 1999 - January 2001
SWIFT March 1990 - March 1999
Drexel Burnham Lambert June 1986 - March 1990
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Management/Marketing
Fordham University 1982 — 1986
BSc, Finance/Economics
TD Ameritrade June 2013 - Present
Merrill Lynch January 2012 - June 2013
UBS December 2008 - December 2011
JPMorgan Chase February 2007 - November 2008
Bond New York Real Estate October 2005 - January 2007
National Securities January 2005 - August 2005
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Series 63, Retirement, Financial Services, Fixed Annuities, Financial Advisory, Finance, FINRA, Loans, Management, Sales, Wealth Management..., CRM, ETFs, Real Estate Economics, Securities, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Management, Relationship Management
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Financial Planning
Fordham University 2000 — 2004
Bachelors, Political Science, Economics
Fort Hamilton High School 1996 — 2000
BNY Mellon June 2015 - Present
BNY Mellon September 2014 - May 2015
Student Managed Investment Fund, Fordham University January 2014 - December 2014
BNY Mellon June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
State of New Jersey May 2012 - August 2012
State of New Jersey June 2011 - August 2011
New Jersey Office of Legislative Services June 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Customer Service, PowerPoint, Sales, Public Speaking, Social Media Marketing, Finance, Investments, Marketing, Social Media, Financial Analysis, Social Networking, Facebook, Data Analysis
Education
Fordham University 2011 — 2015
Bachelor of Science, Major: Business Administration, Concentrations: Finance, Entrepreneurship, International Business
Fordham University London Centre 2013 — 2013
Study Abroad Program
Monmouth County Vocational School District 2007 — 2011
Communications High School
Merrill Lynch September 2015 - Present
Fordham University September 2015 - Present
Endurance June 2015 - August 2015
Manhattan Venture Partners March 2015 - May 2015
L WRIGHT CO LLC September 2014 - December 2014
Bellissimo May 2014 - September 2014
Wendy's May 2013 - September 2013
Middletown Youth Athletic Association March 2009 - July 2013
Seagull's Nest June 2011 - September 2012
Education
Fordham University 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Middletown High School North 2008 — 2012
High School
TD Ameritrade April 2014 - Present
TD Ameritrade Institutional April 2011 - April 2014
TD Ameritrade February 2010 - November 2011
TD Ameritrade November 2008 - April 2010
Merrill Lynch May 2007 - November 2008
Skills
Onboarding, Financial Services, Deferred Compensation, Employee Benefits, PeopleSoft, Succession Planning, Risk Management, Vendor Management
Education
Fordham University 2003 — 2007
Bachelor of Arts (B.A.), Cell/Cellular and Molecular Biology
The Hill School 1999 — 2003
Barclays Wealth and Investment Management September 2011 - Present
Waterkeeper Alliance 2013 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
First New York January 2009 - August 2010
Bear Stearns February 2002 - June 2008
Merrill Lynch February 1992 - February 2002
Blair Manfredonia January 1990 - January 1992
DREXEL BURNHAM January 1987 - January 1990
Salomon Brothers January 1983 - January 1987
Education
Fordham University 1979 — 1983
B.S, Finance and Economics
Msgr Farrell H.S.
Ernst & Young September 2013 - Present
EY June 2012 - August 2012
Merrill Lynch January 2011 - May 2012
Morrison, Brown, Argiz & Farra, LLC June 2010 - August 2010
LaBranche & Co. June 2009 - August 2009
Citco Fund Services June 2008 - August 2008
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Tax, Internal Controls, IFRS, Financial Analysis, Income Tax, External Audit, Microsoft Excel, Internal Audit, QuickBooks, Corporate Finance
Education
Fordham University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Palmer Trinity High School 2003 — 2008
Rasmussen Energy Advisors/Al Petrie Advisors April 2002 - Present
Merrill Lynch March 2001 - March 2002
Merrill Lynch March 1993 - March 2002
Wertheim Schroder March 1990 - March 1993
Drexel Burnham Lambert June 1984 - February 1990
Skills
Mergers & Acquisitions, Valuation, Equity Research, Bloomberg, Negotiation, Equities, Capital Markets, Microsoft Office, Financial Analysis, Financial Modeling, Strategic Planning, Hedge Funds, Energy, Investments, Research, Project Management, Financial Services, Trading, Renewable Energy, Petroleum, Venture Capital, Private Equity, Due Diligence, Options
Education
Fordham University
B.A.
New York University
M.A.
UBS March 2015 - Present
EY January 2014 - February 2015
Ernst & Young June 2013 - August 2013
UBS Wealth Management September 2012 - December 2012
O'Connor Davies, LLP June 2012 - August 2012
Popper and Company June 2011 - January 2012
UBS January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
Skills
Bloomberg Terminal, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Auditing, Financial Services, Valuation, Financial Modeling, Economics, Financial Advisory, Value Investing, Accounting
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Applied accounting and Finance
TBC Corporation October 2014 - Present
TBC Corporation January 2014 - September 2014
TBC Corporation February 2013 - January 2014
Bacardi 2005 - January 2013
Mediacom 2000 - 2003
MTV Networks January 2000 - May 2000
Merrill Lynch September 1999 - May 2000
Skills
Customer Insight, Brand Management, Media, Marketing Communications, Media Relations, Advertising, Strategic Partnerships, Leadership, Business Strategy, Strategic Planning, Forecasting, Consumer Products, new product development, Digital, Marketing Strategy, Creativity, Event Management, P&L Management, A&P, Public Speaking, Communications, Market Planning, Pricing, Public Relations, Brand Development, Marketing Management, Product Development, Marketing, Management, Strategy
Education
University of Florida 2003 — 2005
MBA
University Air Center 2005 — 2005
Private Pilot, Flight
Fordham University 1997 — 2000
BS, Business
BNY Mellon May 2015 - Present
Inverness Counsel LLC December 2011 - April 2015
Merrill Lynch March 2010 - December 2011
HSBC Retail Banking and Wealth Management July 2008 - November 2009
TD July 2006 - July 2008
Washington Mutual Bank May 2004 - May 2006
Skills
Middle Office, Equities, Settlements, Wealth Management, Securities, Reconciliation, Back Office, Options, Bonds, Bloomberg, Mutual Funds, Banking, Front Office, Manage Client..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Office, Microsoft Powerpoint
Education
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance & Economics
Crédit Agricole CIB June 2015 - Present
Anthos Capital October 2014 - January 2015
Confidential - Private Equity October 2014 - December 2014
Credit Suisse Private Bank June 2014 - August 2014
Karbone March 2014 - May 2014
The Ayco Company, L.P. A Goldman Sachs Company June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Skills
Wealth Management, Microsoft Office, Sales Prospecting, Sales, Investment Banking, Corporate Finance
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Concentration
Temple University - Rome, Italy
International Business
AbelCine September 2013 - Present
AbelCine June 2010 - September 2013
New York Running Company May 2009 - March 2010
Merrill Lynch January 2009 - May 2009
Steuben Glass LLC July 2008 - March 2009
Solstice Sunglass Boutiques May 2007 - November 2007
Skills
Finance, Accounts Payable, Financial Reporting, Sales, Lease Financing, Notary Public, Social Media Marketing, Microsoft Office, Auditing, Outlook, Microsoft Word, Salesforce.com, Adobe Creative Suite, Quickbooks, Photoshop, Accounts Receivable, Journal Entries, Bank Reconciliation, PowerPoint, General Ledger, FileMaker, Online Research, Filemaker Pro, Administration, Social Media, Microsoft Excel
Education
Fordham University 2006 — 2010
Bachelor's Degree, Business Administration: Finance and Economics
Convent of the Sacred Heart 1991 — 2006
High School
RBC Capital Markets June 2015 - Present
RBC Capital Markets June 2015 - Present
Merrill Lynch December 2014 - February 2015
Brooklyn Chamber of Commerce August 2014 - September 2014
MIDCO Accounting January 2014 - May 2014
Peppino's Brick Oven May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.) (pursuing), Finance, General
Fordham University 2012 — 2016
BS, Finance, General
Self-employed March 2013 - Present
Susquehanna International Group, LLP (SIG) October 2009 - February 2013
Merrill Lynch July 1999 - February 2007
J.P. Morgan April 1992 - June 1999
CJ Lawrence April 1983 - April 1992
Education
New York University 1983 — 1987
Master of Business Administration (M.B.A.), Finance/Economics
Fordham University 1977 — 1981
Bachelor of Science (B.S.), Finance/Economics
Janney Montgomery Scott May 1998 - Present
Merrill Lynch January 1995 - May 1998
Skills
Strategic Financial..., Tax Free Income, Retirement Planning, Variable Annuities, Equities, Investment Strategies, Asset Allocation, Networking, Public Speaking, Event Management, Securities, Financial Services, Investments, Mutual Funds, Strategy, Retirement, Investment Advisory, Finance, Series 63, Wealth Management, Uniform Combined State..., ETFs, Series 7, Financial Planning
Education
Fordham University 1984 — 1988
B.A.
St. Joseph's Preparatory School 1980 — 1984
BBVA September 2014 - Present
BBVA September 2013 - September 2014
Moody's Investors Service March 2013 - September 2013
CAS Custom Kitchens Inc. June 2012 - April 2013
Merrill Lynch January 2012 - May 2012
Madison Square Garden May 2011 - August 2011
United Nations September 2010 - December 2010
Skills
Spreadsheets, Excel, Word, PowerPoint, Economics, Microsoft Office, Corporate Finance, Market Research, Customer Relations, Customer Service, Research, Outlook, Problem Solving, Public Speaking, Investments, Microsoft Excel, Forecasting, Microsoft Word, Bloomberg, Analysis, Portfolio Management, Accounting, Financial Analysis, Management
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Major in Business Administration: Primary Concentration in Finance Secondary Conc. in Marketing, Overall GPA 3.77 - Major GPA 4.0 - Dean’s List; Magna Cum Laude
Universitat Pompeu Fabra 2010 — 2011
International Business
Riverside Park Capital 2015 - Present
Mortgage Master 2015 - Present
City National Bank January 2013 - June 2015
HSBC Commercial Banking 2010 - 2013
Wells Fargo Private Bank 2008 - 2010
JPMorgan Chase 2004 - 2008
Columbia Business School 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Banking, Credit Analysis, Portfolio Management, Credit, Investments, Equities, Loans, Financial Analysis, Mortgage Lending, Mortgage Banking, Commercial Banking, Commercial Real Estate, Business Analysis, Business Development, Commercial Lending, Loan Origination, Commercial Mortgages, Finance, Asset Management, Real Estate Economics, Credit Risk, Refinance, Real Estate, Small Business Lending, Relationship Management, Wealth Management, Real Estate Financing, Financial Services, Residential Mortgages, Risk Management, Strategic Financial..., Mortgage Underwriting, Securities, Brokerage, Insurance, Real Estate Development, Negotiation, Real Estate Transactions, Cross Selling, Cash Management, Financial Risk, Private Banking, Valuation, Mutual Funds, Executive Management, Investment Properties, Underwriting, Due Diligence, Private Equity, Construction Loans
Education
ABA Commercial Credit Training 2013 — 2013
Certification, Commercial Credit Underwriting
Fordham University 1997 — 2001
Bachelor of Arts (B.A.), History & Economics
Ridgewood High School 1994 — 1997
Sage Rutty & Co., Inc May 2015 - Present
Smart Woman Securities September 2014 - Present
Lord & Taylor June 2014 - Present
Fordham University May 2014 - Present
YMCA February 2013 - Present
MODE Magazine January 2015 - Present
Beta Alpha Psi January 2015 - Present
Boyle Society January 2015 - Present
Merrill Lynch February 2015 - May 2015
AXA Advisors September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Editing, Leadership, Time Management
Education
Fordham University 2013 — 2017
Bachelor's Degree, Public Accountancy & Economics, Sophomore
Fairport High School 2009 — 2013
Time Inc. News & Sports Group June 2013 - Present
Dolce & Gabbana January 2012 - May 2013
Merrill Lynch May 2010 - August 2010
J&J Pirro Inc. June 2007 - September 2009
Skills
Trend Analysis, Finance, Wealth Management
Education
Fordham University 2007 — 2011
Bachelors of Science, Finance
Food Bank for New York City July 2012 - Present
Student Sponsor Partners March 2008 - June 2012
Merrill Lynch 2005 - 2008
Self-Employed 2000 - 2005
Skills
Non-profit..., Fundraising, Grant Writing, Event Planning, Non-profits, Major Gift Cultivation, Donor Engagement, Writing, Volunteer Management, Grants, Public Relations, Social Media, Sponsorship, Editing, Nonprofits, Public Speaking, Stewardship, Annual Giving, Community Outreach, Research, Program Development, Philanthropy, Raiser's Edge
Education
Fordham University 2009 — 2011
Masters, Educational Leadership, Administration and Policy
New York University
BA, English Literature & Journalism
The Hotchkiss School
JPMorganChase 2003 - Present
Prudential Financial 1996 - 2002
Merrill Lynch 1986 - 1996
Skills
Training, Coaching, Risk Management, Leadership, Leadership Development, Management, Organizational..., Strategy
Education
Marist College 1968 — 1972
BA, English
Fordham University
Coursework, Education
Saint Peter's University
Teacher Certification, Education, State Certification
Seton Hall University
MA, Education, Literature
University of Notre Dame
Professional Diploma, Urban Education
SIR Capital Management July 2011 - Present
Credit Suisse July 2009 - June 2011
Merrill Lynch November 2005 - February 2009
JPMorgan Asset Management July 2004 - November 2005
JPMorgan Chase July 2000 - May 2004
Education
Fordham University 2000 — 2004
Synapse Group Inc. a Time Inc. Company June 2014 - Present
Synapse Group Inc. a Time Inc. Company August 2010 - Present
Synapse Group Inc. a Time Inc. Company October 2008 - August 2010
Synapse Group Inc. a Time Inc. Company January 2008 - November 2008
Synapse Group Inc. a Time Inc. Company July 2006 - January 2008
Synapse Group Inc. a Time Inc. Company July 1999 - July 2006
QSP September 1996 - June 1999
BusinessWeek, McGraw-Hill Company October 1991 - September 1996
Simon and Schuster October 1988 - October 1991
Merrill Lynch May 1987 - October 1988
Education
Fordham University 1983 — 1987
BA, English Language and Literature, General
Merrill Lynch July 2013 - Present
New England Securities June 2009 - June 2013
AXA Advisors June 2008 - December 2008
UBS Wealth Management September 2007 - April 2008
Smith Barney January 2007 - August 2007
Mamaroneck Village Tile June 2006 - May 2007
Henri Bendel March 2005 - December 2005
McDonald's owner operator October 2000 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Securities, Sales
Education
Fordham University 2004 — 2008
BS
Merrill Lynch July 2007 - Present
Education
Fordham University 1993 — 1997
Credit Suisse September 2007 - Present
Marsh and McLennan Companies, Inc. 2002 - 2006
Merrill Lynch March 2000 - September 2002
PwC August 1999 - March 2000
Ocean's Harbor House January 1995 - August 1999
Skills
Employee Benefits, Benefits Administration, Onboarding, PeopleSoft, Human Resources, Vendor Management, Process Improvement, Mergers & Acquisitions, Personnel Management, Employee Relations, Management
Education
Fordham University 1997 — 1998
MSW, Social Work
Monmouth University 1992 — 1996
BSW, Social Work
RBS 2007 - July 2012
Morgan Stanley August 2006 - November 2007
Goldman Sachs February 2006 - September 2006
Merrill Lynch December 2003 - February 2006
HypoVereinsbank August 2001 - December 2003
Skills
Product Control, Credit Derivatives, Fixed Income, Swaps, Bloomberg, Interest Rate..., Equities, Structured Products, Derivatives, Capital Markets, Market Risk, CDS, Valuation, FX Options, Options, Bonds, Microsoft Excel, Bloomberg Terminal, Visual Basic, System Architecture, Microsoft Office, Functions, MS Excel Pivot Tables, Data Analysis
Education
Fordham University 1997 — 2001
B.S., Finance Major / Economics Minor
Merrill Lynch February 2007 - Present
Wells Fargo Financial April 2005 - January 2007
Education
Fordham University 1998 — 2002
Merrill Lynch August 2014 - Present
Aegis Funds March 2010 - August 2014
Longbow Research July 2008 - March 2009
Credit Suisse March 2001 - April 2008
JP Morgan Securities July 1997 - January 2001
Skills
Equity Research, Equities, Institutional Sales, Capital Markets, Institutional Investors, Small Cap, High Yield Bonds, Value Investing, Asset Managment, Mutual Funds, Asset Management, Investment Banking, Derivatives, Trading, Institutional..., Bonds, Hedge Funds, Fixed Income
Education
Fordham University 1992 — 1996
BS, Finance
Banco Votorantim Securities July 2015 - Present
Espirito Santo Investment Bank June 2009 - October 2014
Merrill Lynch August 2003 - April 2009
Merrill Lynch July 2001 - July 2003
Skills
Investments, Series 63, Fixed Income, Financial Services, Banking, Credit, Securities, Bloomberg, Relationship Management, Series 7, Investment Banking, Capital Markets, Bonds, Derivatives, Emerging Markets, Hedge Funds, Structured Finance, Financial Markets, FX Options, Trading, Structured Products, Financial Structuring
Education
Fordham University 1997 — 2001
Bachelor of Arts (B.A.), International Political Economy and Development
Bronx High School of Science 1993 — 1997
Morgan Stanley September 2011 - Present
OgilvyAction March 2011 - September 2011
United Capital Financial Advisers, LLC. January 2010 - March 2011
JPMorgan Chase July 2004 - January 2010
Merrill Lynch September 2003 - January 2004
Canon Business Solutions June 2003 - August 2003
The White House January 2003 - June 2003
Forbes Magazine June 2002 - January 2003
Education
Fordham University 2000 — 2004
BS, Business Administration, Finance, Economics, Communications and Media Management
The George Washington University 2003 — 2003
Semester in Washington
GC
BNP Paribas April 2013 - November 2014
Credit Suisse December 2009 - October 2012
Merrill Lynch March 2008 - November 2009
Morgan Stanley 2006 - 2008
Schering-Plough Corporation February 2003 - August 2006
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette April 2000 - November 2000
Skills
Fixed Income, Equities, FX Derivatives, Financial Futures, Derivatives, Electronic Trading, Trading Systems, Credit Risk, Market Risk, Business Analysis, Requirements Gathering, Middle Office, Back Office, Options, Commodity, Financial Services, Prime Brokerage, Swaps, SDLC, Financial Risk, Investment Banking, Finance, Consulting, Foreign Exchange, Capital Markets, Risk Management, SQL, FX Options, Trading, Equity Derivatives, Management, Portfolio Management, Requirements Analysis, Business Objects, Crystal Reports, Equity Swaps, Production Support, Market Data, Analysis, Databases, Project Management
Education
Fordham University
BA, History
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Attention To Detail September 1995 - Present
Merrill Lynch January 1981 - April 1987
Skills
Project Management, Strategic Planning
Education
Fordham University 1978 — 1981
Bachelor of Arts (BA), Psychology
TruFund Financial Services, Inc. March 2014 - Present
Capital Impact Partners January 2012 - March 2014
Local Initiatives Support Corporation February 2003 - June 2011
BondDesk Group 2000 - 2002
Credit Suisse 1994 - 1995
Merrill Lynch 1986 - 1994
Smith Barney, Harris Upham & Co. Incorporated 1982 - 1986
Skills
Nonprofits, Community Development, Strategic Planning, Financial Analysis, Change Management, Organizational..., Managerial Finance, Planning Budgeting &..., Capital Markets, Asset Management, Credit Analysis, Structured Finance, Fixed Income, Interest Rate..., Underwriting, Finance, Leadership, Financial Modeling, Budgets, Management, Due Diligence, Strategy, Analysis, Bonds
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Fordham University 1974 — 1978
Bachelor's Degree, Economics
The Mason Companies September 2012 - Present
Merrill Lynch May 2011 - July 2011
Merrill Lynch January 2010 - May 2010
XFI Corporation May 2008 - August 2008
Education
Fordham University 2008 — 2012
The Gabelli School of Business, Finance Major, Economics Minor
Stone Ridge School of the Sacred Heart 2004 — 2008
Winthrop-University Hospital June 2010 - Present
Duane Reade July 2008 - June 2010
Canon USA Inc. 2007 - 2009
Merrill Lynch / Bank of America 1993 - 2003
Merrill Lynch 1993 - 2003
Education
Pace University 1981 — 1985
BS, Computer Science
Fordham University
MBA, IT
Natixis April 2013 - Present
RBS July 2008 - March 2013
Merrill Lynch September 2006 - May 2008
ING 2002 - 2006
Societe Generale 2000 - 2002
Skills
Securities Lending, Equity Derivatives, Structured Products, Collateral Management, Swaps, Series 7, Series 63, Delta One, Prime Brokerage, Hedge Funds
Education
Fordham University 1996 — 2000
Master of Business Administration (MBA), Investment Management
Union College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Aon June 2009 - Present
Crystal & Company 2006 - 2009
Chubb 2004 - 2006
Merrill Lynch 2002 - 2003
Skills
Insurance, Brokers, D&O, Professional Liability, Liability, Risk Management, Employment Practices..., General Insurance, Underwriting
Education
Fordham University 2000 — 2004
BS, Finance
Merrill Lynch September 1999 - Present
BNY Mellon September 1997 - June 1999
Education
Fordham University 1995 — 1999
Bachelor of Science (B.S.), Major: Finance Minor: Economics
KeyBank November 2013 - Present
KeyBanc Capital Markets September 2008 - Present
BNP Paribas 2006 - 2008
Jefferies & Company 2004 - 2006
Banc of America Securities 1999 - 2003
Merrill Lynch 1995 - 2000
NYSE 1992 - 1995
Kemper Clearing Corp. 1988 - 1992
NYSE 1983 - 1988
NASD 1981 - 1983
Skills
Fixed Income, Securities, Capital Markets, Series 7, FINRA, Derivatives, Series 63, Series 24, Investment Banking
Education
Fordham University 1981 — 1984
MBA, Finance
St. Francis College 1975 — 1980
BS, Management
St. Francis Prep 1970 — 1974
Bank of America Merrill Lynch December 2014 - Present
Merrill Lynch June 2010 - Present
Merrill Lynch November 2005 - June 2010
Skills
Securities, Equities, Fixed Income, Middle Office, Options
Education
Saint Peter's University
Master of Business Administration (MBA), International Business/Risk Management
Fordham University 2000 — 2004
Business Administration, Finance
JPMorgan Chase October 2013 - Present
JPMorgan Chase July 2011 - Present
JP Morgan Chase October 2009 - Present
JPMorgan March 2009 - January 2010
JPMorgan August 2005 - March 2009
JP Morgan August 2001 - August 2003
Merrill Lynch August 1999 - July 2000
JP Morgan 1995 - 2000
Skills
Structured Products, Derivatives, Trading Systems, Interest Rate..., Clearing, Operational Risk, Electronic Trading, SEF, Options, Credit Derivatives, Dodd-Frank, Risk Management, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Prime Brokerage
Education
Fordham University 1986 — 1990
BS, Finance
Fordham University 1986 — 1990
Bachelor of Science (BS), Finance, General
Bank of Amer Merrill Lynch January 2010 - Present
Merrill Lynch 1981 - 2009
Merrill Lynch 1981 - 2009
Skills
Fixed Income, Investment Banking, Equities, Middle Office, Securities, Reference Data, Prime Brokerage, Series 7, Derivatives, Back Office, Bloomberg, Financial Risk, Capital Markets, Trading Systems, Financial Services, Hedge Funds, Risk Management
Education
Fordham University 2000 — 2005
BS, Finance
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Citigroup December 2006 - Present
Merrill Lynch October 2005 - December 2006
JP Morgan Chase 2003 - 2006
Skills
Alternative Investments, Wealth Management, Investments, Asset Management, Hedge Funds, Portfolio Management, Series 7, Mutual Funds, Asset Allocation, Securities, Series 63, Banking, Private Banking, Private Equity, Investment Strategies, Structured Products, Relationship Management, ETFs, Loans, Separately Managed..., Wealth Management..., Emerging Markets, Capital Markets, Equities, Fixed Income
Education
Fordham University 1997 — 2000
Bachelor of Business Administration (BBA), Finance & International Banking
American School of Guatemala
MedPartners Locum Tenens July 2015 - Present
MD Aligne January 2014 - May 2015
Catamaran August 2009 - December 2013
Hyak Healthcare Services, LLC January 2007 - July 2009
NationsHealth, Inc January 2000 - June 2006
Global Solutions Network, INC January 1994 - January 2000
Merrill Lynch January 1990 - January 1994
Skills
Customer Service, Healthcare, Medicare, Team Building, Change Management, Lead Generation, Customer Relations, Call Center, Operations Management, Marketing Strategy, Strategic Planning, Marketing Communications, Vendor Management, Product Development, CRM, Management, Sales, Outsourcing, Call Centers, Leadership, Process Improvement, Strategy
Education
Fordham University 1985 — 1989
Bachelor of Science (B.S.)
Merrill Lynch April 2001 - Present
Education
Fordham University 1999 — 2006
Bachelor of Arts, Organizational Leadership
GE Capital November 2010 - Present
RBC July 2009 - October 2010
Merrill Lynch 1999 - 2009
Skills
Credit Derivatives, ALM, Fixed Income, Capital Markets, Treasury Management, Risk Management, Derivatives, Market Risk, Financial Risk
Education
London Business School 1994 — 1996
MBA, Finance
Fordham University 1985 — 1989
B.S., Finance
Cuttone & Co. May 2014 - Present
Aquinas Healthcare, Inc. July 2009 - Present
Social Smart Software June 2013 - November 2014
Winterflood Securities Incorporated 2010 - October 2013
Macquarie Bank January 2007 - December 2008
Merrill Lynch 1990 - 2007
Skills
Equities, Equity Trading, Alternative Investments, Investments, ETFs, Financial Markets, Options, Fixed Income, FX Options, Proprietary Trading, Equity Derivatives, Portfolio Management, FINRA, Derivatives, Market Data, Mutual Funds
Education
Fordham University 1995 — 1999
MBA, Finance
University of Scranton 1985 — 1990
BS, Finance
Merrill Lynch November 2010 - Present
MetLife January 2005 - November 2010
Education
Fordham University
BS, Economics & Marketing
Merrill Lynch November 2008 - Present
Morgan Stanley June 2005 - November 2008
Skills
Alternative Investments, Asset Allocation, Equities, Mutual Funds, Series 7, Uniform Combined State..., Investment Advisory, Wealth Management, Investment Strategies, ETFs, Fixed Income, Securities, Bonds, Investment Management, Options, Finance, Asset Management, Retirement Planning, Financial Services, Financial Analysis, Strategic Planning, Portfolio Management, Risk Management
Education
Fordham University
BS, FINANCE
New York University
FINANCIAL PLANNINGI
Pace University - Lubin School of Business
MBA, INVESTMENT MANAGEMENT
Charles Schwab March 2014 - Present
Charles Schwab December 2010 - March 2014
MORGAN STANLEY June 2007 - October 2009
BNP PARIBAS June 2006 - January 2007
MERRILL LYNCH January 2006 - May 2006
TIME OUT NEW YORK August 2005 - December 2005
Skills
Program Management, Windows, Data Analysis, Fundraising, Marketing, Finance, Research, Microsoft Office, Leadership, Market Research, Project Management, Microsoft Excel, Strategic Planning, Business Analysis, Management
Education
Fordham University 2003 — 2007
BS, Finance, Marketing, Economics, and International Business
Piper Jaffray June 2015 - August 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2010 - August 2014
Saint Aloysius School and Parish (For under-served children. Harlem, NY) September 2009 - May 2010
Internal Revenue Service May 2009 - August 2009
Bennett Robbins Productions 2008 - 2009
Merrill Lynch May 2008 - August 2008
PBGC May 2007 - August 2007
Skills
Microsoft Excel, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Accounting, and Management
Fordham University 2006 — 2010
B.S., Finance & Accounting
Fordham University, London Centre (London, England) 2008 — 2008
B.S., Finance & Accounting
Richard Bernstein Advisors September 2010 - Present
Fordham University September 2014 - Present
Cohen & Steers February 1997 - December 2009
Merrill Lynch November 1982 - January 1997
Skills
Wealth Management, Investment Strategies, Structured Products, Sales, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Asset Management, Series 63, Investments, Hedge Funds, Portfolio Management, Investment Management, Fixed Income, Investment Banking, Series 7, Asset Allocation, Asset Managment, Bloomberg, Trading, Microsoft Excel, Equity Trading, Electronic Trading
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Accounting
Fordham University 1978 — 1982
BS, Finance
KBW November 2014 - Present
EY April 2014 - November 2014
Ernst & Young 2013 - March 2014
Haver Analytics September 2012 - November 2012
Susquehanna International Group June 2012 - August 2012
Susquehanna International Group June 2011 - August 2011
Wenner Media January 2011 - May 2011
Merrill Lynch September 2010 - October 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Financial Analysis, Economics, Financial Modeling, Finance, Bloomberg, Options, Social Media, C++ Language, Value Investing, Basel II, Tier II Reportig, Alternative Investments, Real Estate Transactions
Education
Fordham University 2009 — 2013
Applied Accounting and Finance, Minor in Computer Science, Senior
Gabelli School of Business 2009 — 2013
Bachelor of Science, Applied Accounting and Finance, Minor in Computer Science
Fort Lee High School
Redeemer Counseling Services May 2012 - Present
UBS 2009 - 2011
Bank of America 2009 - 2009
Merrill Lynch 2007 - 2009
Deloitte 2004 - 2007
Skills
Strategy, Program Management, Management, Marketing Strategy, Nonprofits, Community Outreach, Public Speaking, Fundraising, Teaching, Program Development, Volunteer Management, Research, Psychology, Leadership Development, Strategic Planning, Grant Writing, Leadership, Event Planning, Management Consulting, Social Media
Education
Fordham University 2013 — 2018
Doctor of Philosophy (Ph.D.), Counseling Psychology
Teachers College of Columbia University 2011 — 2012
Masters of Arts, Clinical Psychology
University of Pennsylvania 2000 — 2003
Bachelors of Arts, Psychology
Wharton School of Business 2000 — 2003
Bachelors of Science, Economics
Merrill Lynch September 2004 - Present
Citigroup March 1982 - April 1989
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Harvard Business School
PMD
Stonehill College
Bachelor of Science (BS), Accounting
Merrill Lynch May 1995 - Present
McGraw Hill Book Company March 1983 - November 1991
Education
Fordham University
Citi November 2014 - Present
Interactive Brokers Group April 2014 - October 2014
UBS January 2011 - March 2014
Morgan Stanley August 2009 - July 2010
American Express October 2006 - July 2009
Merrill Lynch August 2004 - September 2006
Skills
FATCA, International Tax, Tax, Income Tax, Tax Planning and..., Tax Reporting, Project Management, FATCA Implementation, Information Reporting, Financial Services, Corporate Tax, Financial Analysis, Microsoft Excel, Financial Accounting, Due Diligence, Microsoft Word, PowerPoint
Education
Fordham University 2010 — 2012
MS, taxation
Pace University 2002 — 2006
BBA, Accounting
1st Enterprise Bank August 2013 - Present
Pacific Western Bank April 2007 - August 2013
Vineyard Bank December 2005 - December 2007
Merrill Lynch April 2002 - December 2005
Wells Fargo Private Bank March 2001 - April 2002
Banking Institutions in Southern California September 1993 - September 2001
Skills
Commercial Lending, Mergers & Acquisitions, Loans, Commercial Banking, Small Business Lending, Real Estate, business advice, Strategic Business..., Banking, Credit, Finance, Cash Flow, Portfolio Management
Education
Fordham University School of Law 1981 — 1983
MBA, Finance
Fordham University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (BS), Economics
State Street October 2013 - Present
State Street January 2012 - October 2013
M.T. Maritime Management (USA) LLC September 2010 - February 2012
WTAS, LLC September 2008 - September 2009
Merrill Lynch October 2007 - June 2008
Marine Money International November 2006 - May 2007
Skills
Accounting, Financial Reporting, Tax, High Net Worth..., Auditing, Financial Modeling, Financial Statements, Microsoft Excel, General Ledger, Financial Analysis, Internal Controls, Analysis, Budgets
Education
Fordham University 2004 — 2008
B.S., Accounting
Goldman Sachs 1988 - February 1997
Merrill Lynch May 1976 - December 1988
Skills
Program Management, Project Management, IT Strategy, IT Management
Education
Pace University - Lubin School of Business 1979 — 1982
MBA, Management Information Systems
Fordham University 1973 — 1977
BS, Accounting and Management Information Systems
RENEW International October 2008 - Present
Schering-Plough Pharmaceuticals 1998 - 2006
Benedetto, Gartland & Company 1996 - 1998
Kidder Peabody 1993 - 1995
Merrill Lynch 1987 - 1992
Skills
Leadership Development, Forecasting, Program Development, Strategic Planning, Team Building, Investments, Nonprofits, Project Management, Social Media Marketing, Marketing, English, Process Improvement, Public Speaking, Project Planning, Event Planning, Social Media, Budgets, Six Sigma, Teaching
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Finance coursework
Fordham University
BA, Economics, Politics, English - triple major
The University of the State of New York
AS, Science
New York City Law Department January 2011 - Present
The Children's Law Center May 2009 - May 2010
Nasau County District Court May 2008 - May 2009
Strongin Rothman & Abrams, LLP May 2006 - August 2007
Merrill Lynch September 2005 - December 2005
Skills
Litigation, Legal Writing, Legal Research, Courts, Trials, Hearings, Lexis, Trial Practice, Family Law, Criminal Law, Civil Litigation, Westlaw
Education
St. John's University School of Law 2007 — 2010
J.D., Law
Fordham University 2003 — 2007
B.S. summa cum laude, Psychology
Merrill Lynch March 2010 - Present
Merrill Lynch June 2001 - December 2009
Merrill Lynch September 1997 - May 2001
Education
Fordham University
Bachelor of arts, Economics
AIFAM Inc February 2015 - Present
Hermes BPK July 2011 - December 2014
Merrill Lynch June 2010 - August 2010
Education
Fordham University 2007 — 2011
Self-employed July 1998 - Present
Merrill Lynch October 1994 - July 1998
Merrill Lynch December 1991 - October 1994
Skills
Trading, Equities, Equity Research
Education
Pace University - Lubin School of Business 1988 — 1991
MBA, Finance
Fordham University 1983 — 1987
BA, Economics
Bromley Condominiums February 2006 - Present
195 Hudson Street Condominiums February 2002 - February 2014
National Investor Services Corp./ TD Waterhouse May 2000 - August 2001
Merrill Lynch 1996 - 2000
Education
Fordham University 1989 — 1993
BS, Business Administration
HSBC March 2010 - Present
NYCERS July 2009 - March 2010
GFI Group July 2005 - January 2009
Merrill Lynch December 1999 - October 2004
DLJ Direct November 1995 - November 1999
Skills
Equities, Trading Systems
Education
Fordham University 1987 — 1991
BS, Accounting
Merrill Lynch July 2008 - Present
Morgan Stanley April 2005 - July 2008
Education
Fordham University
Bachelor of Arts (B.A.), International Political Economy
State Street Bank January 2008 - Present
Merrill Lynch August 2007 - December 2007
New England Financial October 2006 - June 2007
Skills
FX Operations, Trade Operations, Cash, Multi Tasking, Client Liaison, Account Reconciliation, Futures, Collateral, SWIFT messages
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
New York City Ballet May 2012 - Present
Sponsorship Consultant April 2003 - April 2012
Merrill Lynch March 1993 - March 2003
Burson-Marsteller February 1998 - February 2003
Education
Fordham University 1994 — 1997
Bachelor of Arts (B.A.), Economics and Business
John Dewey High School 1974 — 1977
TeraExchange February 2014 - January 2015
Bank of America/Merrill Lynch May 1993 - 2012
Merrill Lynch April 1989 - April 1993
Merrill Lynch October 1986 - March 1989
Skills
Trading, Fixed Income, Securities, Capital Markets, Bloomberg
Education
Fordham University
Bachelor of Science (BS), Biology, General
Xaverian High School
Muller Road Capital, LP 2012 - Present
Royal Bank of Scotland 2006 - 2010
Goldman Sachs 1999 - 2005
Merrill Lynch 1993 - 1999
Kidder Peabody 1991 - 1993
Skills
Investments, Hedge Funds, Fixed Income, Credit, Mutual Funds, Trading, Alternative Investments, Structured Products, Equities, Bonds, Capital Markets, Asset Management, Investment Banking, Portfolio Management
Education
Fordham University 1987 — 1991
Bachelor of Science (BS), Finance, Economics
St, Joseph's Preparatory School 1983 — 1987
Deutsche Bank June 2011 - Present
Morgan Stanley January 2008 - June 2011
Merrill Lynch May 2004 - May 2006
Education
Fordham University
Fordham University
BA, Economics
Amalgamated Bank June 2010 - Present
AmRock Advisors LLC April 2008 - December 2013
Merrill Lynch 1991 - 2008
American Savings Bank, FSB 1983 - 1991
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Credit Risk, Retail Banking, Financial Risk, Fixed Income, Capital Markets, Securities, Cash Management
Education
NYU Institute of Real Estate 1975 — 1976
Commercial Real Estate Underwriting and Credit
Fordham University 1970 — 1974
Bachelor's degree, American History (United States)
Merrill Lynch April 2005 - Present
JPMorgan Chase November 1984 - March 2005
Skills
Trading, Management, Finance, Team Leadership, Managing client..., Risk Management, Balance Sheet, Building Relationships, Team Building, Financial Markets
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance, General
Georgetown University 1980 — 1984
Bachelor of Science (BS), Finance, General
Odyssey House February 2014 - Present
Bridge Back to Life Center May 2013 - December 2013
Maimonides Medical Center September 2012 - May 2013
Odyssey House September 2011 - August 2012
Boies, Schiller & Flexner LLP 2009 - 2012
Pomona Capital 2008 - 2009
EisnerAmper LLP 2006 - 2008
Merrill Lynch 2004 - 2006
Skills
Case Management, Social Services, Psychotherapy, Group Therapy, Adolescents, Community Outreach, Psychology, Family Therapy, Motivational..., Nonprofits
Education
Fordham University 2011 — 2013
Master of Social Work (M.S.W.), Clinical/Medical Social Work
Northeastern University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance; Minor in Economics