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
Grant Thornton LLP March 2011 - Present
SMART LECG September 2009 - March 2011
Tremont Group Holdings, Inc. June 2008 - August 2008
Merrill Lynch September 2007 - May 2008
Skills
Due Diligence, Alternative Investments, Valuation, Financial Services, Insurance, Risk Management, Auditing, Strategy, Analysis
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance
Saint Joseph's Prep
Hall & Partners November 2014 - Present
Ipsos OTX April 2013 - October 2014
Ipsos October 2009 - April 2012
Transunion,S.A. September 2008 - April 2009
Fordham University RETC January 2008 - April 2008
Terry Hines & Associates September 2007 - December 2007
First County Bank May 2006 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Spanish, Online Research, Market Research, Social Media, Marketing Research, Quantitative Research, Travel Planning, Customer Insight, Research, Data Analysis, SPSS, Analytics, Marketing, Management, Segmentation, Social Media Marketing, Qualitative Research
Education
Fordham University 2004 — 2008
Bachelor of Science, Marketing, Spanish Studies, International Business
Universitat Pompeu Fabra 2006 — 2007
Business/Marketing at ESCI
Zest 4 Design January 2011 - Present
Zest 4 Design January 2011 - Present
Town Of Darien CT July 2009 - January 2012
Lehman Brothers February 1983 - May 1997
Merrill Lynch May 1980 - February 1983
Skills
Manufacturing, Design,..., Business Strategy, Geriatrics, Finance, Sourcing, Manufacturing, Market Research, Product Development, Retail, Marketing, Management, Public Speaking, Public Relations, Coaching
Education
Fordham University 2006 — 2009
Masters Degree, Clinical Social Work/Geriatrics
New York University 1980 — 1983
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
EY September 2015 - Present
Berkery, Noyes & Co., LLC May 2014 - December 2014
Merrill Lynch February 2014 - April 2014
LCD Mortgage Co. July 2011 - December 2013
Hennion & Walsh May 2013 - August 2013
The Concourse Fund October 2012 - 2013
Seton Hall Preparatory School September 2008 - June 2011
Seton Hall Preparatory School September 2010 - May 2011
St. James of the Marches 2007 - 2011
St. James of the Marches 2006 - 2011
Skills
Team Leadership, Cooperative, Musician, Flexible to Change, People Skills, Project Management, Fitness, Management, Leadership, Banking, Fundraising, Teaching, PowerPoint, Microsoft Word, CRM, Social Networking, Bloomberg Terminal, Accounting, Research, Microsoft Excel, Social Media, Public Speaking
Education
Fordham University - Gabelli School of Business 2011 — 2015
Bachelor's Degree, Finance
Fordham University 2011 — 2015
Seton Hall Preparatory School2007 2007 — 2011
Terraform Energy LLC May 2010 - May 2013
Popular Design January 2008 - May 2010
Merrill Lynch June 2007 - August 2007
Education
Fordham University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Marketing
Weichert Workforce Mobility April 2010 - Present
Weichert Workforce Mobility April 2006 - April 2010
Weichert Workforce Mobility November 2004 - April 2006
Merrill Lynch November 2002 - November 2004
Merrill Lynch April 2001 - November 2002
Merrill Lynch April 1999 - April 2001
Merrill Lynch July 1989 - April 1999
Skills
Financial Planning, Process Improvement, Budgeting, Financial Analysis, Brokerage, Accounting, Financial Reporting, Operations Management, Customer Relations, Change Management, Process Engineering, Banking, Team Building, Customer Satisfaction, Performance Management, Business Strategy, New Business Development, Real Estate, Budgets, Contract Negotiation, Global Mobility, Financial Services, Strategic Financial..., Expatriate Management, Corporate Relocation, Customer Service, Management, Vendor Management, Risk Management, Negotiation, Forecasting
Education
Fordham University 1985 — 1989
Bachelor of Science (BS), Accounting and Finance
JP Morgan Chase March 2010 - Present
Citi November 1996 - January 2010
Merrill Lynch September 1986 - September 1996
Skills
Banking, Financial Services, Risk Management, Equities, Portfolio Management, Financial Analysis, Capital Markets, Vendor Management, Fixed Income, Business Analysis, Investment Banking, Credit, Investments, Talent Management, Change Management, Relationship Management, Strategic Planning, Project Management, Performance Management, Coaching, Recruiting, Management
Education
Fordham University 1977 — 1981
B.S Finance/Economics, Finance, Economics, Accounting, B.S Finance/Economics
Cardinal Spellman High School 1973 — 1977
High School, High School Diploma
The Switch September 2011 - Present
Berkery, Noyes & Co., LLC October 2010 - May 2011
Merrill Lynch May 2010 - August 2010
Skills
Microsoft Office, Financial Analysis, Marketing, Microsoft Excel, PowerPoint, Microsoft Word, Research, Broadcast, Access
Education
Fordham University 2007 — 2011
BA, Economics
Woodstock Academy 2003 — 2007
Adsomnia December 2014 - Present
PSK Consulting LLC December 2014 - Present
Stealth Mode Startup September 2014 - Present
Main Street Brewing Company January 2009 - Present
Paulson Investment Co. January 2014 - December 2014
Tailfin Ventures September 2013 - December 2014
THIRSTIE September 2013 - March 2014
Concord 51 June 2013 - September 2013
Footbridge Partners, LLC January 2013 - May 2013
Merrill Lynch May 2012 - September 2012
Skills
Financial Modeling, Bloomberg, Equities, Hedge Funds, Bloomberg Terminal, Morningstar, Investments, Financial Analysis, Private Equity, Portfolio Management, Valuation, Fixed Income, Microsoft Excel, Alternative Investments, Microsoft Office, Venture Capital, Fundamental Analysis, Fundraising, International Political..., Political Risk Analysis, Investment Banking, Mergers
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Gilmour Academy 2005 — 2009
High School
Advantus Global Inc August 2014 - Present
Variation Music Group April 2014 - Present
Merrill Lynch September 2012 - September 2013
Private Capital Group LLC May 2012 - August 2012
UBS January 2012 - May 2012
Education
Fordham University 2010 — 2014
Bachelor of Science in Accounting (BSA), Accounting, Alum
Northwest Catholic High School 2006 — 2010
High School
Optimal, Inc. (Acquired by Brand Networks) January 2013 - November 2013
Spruce Media August 2012 - January 2013
TBG Digital September 2011 - August 2012
Merrill Lynch June 2009 - July 2010
Lantix LLC January 2007 - January 2008
Skills
PowerPoint, Excel, Statistics, Customer Relations, Market Research, Telephone Skills, Word, Forecasting, Trend, Data Analysis, Microsoft Office, Social Media, Advertising, Online Marketing, Client Services, Financial Analysis, Budgeting, SEO, Account Management, Sales, Salesforce.com, CRM, Management, Social Networking, Strategy, Integrated Marketing, Marketing, Facebook, Online Advertising, Public Relations, Digital Marketing, Digital Strategy, Nunchuku Skills, Awesomeness, General Awesomeness, Analytics, Media Buying, Facebook Marketing, Mobile Devices, Microsoft Excel, Social Media Marketing, Digital Media, Mobile Marketing, Email Marketing, Start-ups
Education
Polytechnic Institute of New York University 2010 — 2011
MS in Management, Technology Management
Fordham University
BA, Economics
TD Securities August 2015 - Present
Société Générale June 2014 - November 2014
Merrill Lynch January 2014 - May 2014
Meredith Whitney Advisory Group September 2013 - December 2013
IKOS CIF Limited August 2012 - August 2012
Skills
Investments, Equities, Valuation, Corporate Finance, Economics, Business Strategy, Financial Analysis, Financial Modeling, Business Analysis, Entrepreneurship, Finance, Accounting, Microsoft Excel, Time Management, Bloomberg Terminal, Hedge Funds, Microsoft Office, PowerPoint, Microsoft Word
Education
Fordham University 2011 — 2015
BA, Finance
Fried Frank August 2014 - Present
Kaye Scholer LLP October 2012 - August 2014
United States Attorney's Office for the Southern District of New York September 2011 - November 2011
United States Court of Appeals for the Second Circuit, Office of Staff Counsel June 2011 - July 2011
United States Bankruptcy Court for the Southern District of New York June 2010 - August 2010
CIGNA Healthcare 2007 - 2009
Merrill Lynch January 2007 - March 2007
Education
Fordham University School of Law 2009 — 2012
Juris Doctor (J.D.), cum laude
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), magna cum laude, Finance
Nassau County District Attorney September 2010 - Present
Bronx County District Attorney Office September 2009 - April 2010
Nassau County District Attorney September 2008 - April 2010
E-Z Edge Inc June 2001 - September 2007
Merrill Lynch June 2007 - August 2007
Skills
Legal Research, Trials, Criminal Law, Prosecution, Hearings, Legal Writing, Motions, Jury Trials, Criminal Justice, Evidence, Criminal Investigations, Westlaw, Trial Practice, Litigation, Courts
Education
Saint John's University 2007 — 2010
Doctor of Law (JD), Law
Fordham University 2003 — 2007
Bachelor of Arts (B.A.), History
Don Bosco Prep 1999 — 2003
High School Diploma
Lazard Asset Management January 2014 - Present
BlackRock October 2006 - November 2013
Merrill Lynch February 1998 - October 2006
Skills
Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Asset Management, Separately Managed..., ETFs, Wealth Management, Relationship Management, Strategy, Securities, Asset Allocation, Financial Services, Investment Advisory
Education
Fordham University
Bachelor of Arts (BA), Economics
Morgan Stanley January 2015 - Present
Loyola University Maryland September 2012 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
Laboratory Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Analytical Chemistry, Organic Chemistry, Inorganic Chemistry, Organic Synthesis, Public Speaking, Public Relations, Fundraising, Treatment, Community Outreach, Medicine, Leadership
Education
Loyola University Maryland 2012 — 2014
Bachelor of Science, Chemistry
University of Miami 2011 — 2012
Chemistry
Fordham University 2010 — 2011
Chemistry
Merrill Lynch April 2009 - Present
Morgan Stanley Smith Barney August 2006 - April 2009
Major League Soccer September 2004 - January 2005
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Bonds, Mutual Funds, Fixed Income, Retirement Planning, Securities, Equities, Bloomberg, Hedge Funds, Portfolio Management, Strategic Financial..., Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Alternative Investments, Finance, Uniform Combined State..., Wealth
Education
Fordham University 2002 — 2006
Bachelor, Management Information Systems
Fairfield Preparatory 1998 — 2002
MediaMath January 2015 - Present
Macys.com May 2013 - January 2015
Lord & Taylor September 2012 - April 2013
International Trademark Association February 2011 - June 2012
Merrill Lynch February 2010 - January 2011
Skills
Marketing, Marketing Strategy, Microsoft Office, Social Media Marketing, Business Development, Event Management, Public Speaking, Advertising, Community Outreach, Marketing Communications, Microsoft Excel
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Marketing Concentration Business Economics Minor
Emirates June 2013 - August 2013
Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Fixed Income, Bloomberg, Vector Calculus, Multivariable Calculus, Matlab, Investment Banking, Equity Research, Analysis, Finance
Education
Fordham University 2013 — 2016
BA, Mathematics, Economics
Merrill Lynch September 2007 - Present
Merrill Lynch September 2007 - December 2012
UBS September 1994 - April 2003
Education
Fordham University 1970 — 1973
BS, Marketing
Fordham University 1970 — 1973
Marketing/Marketing Management, General
CW Post
Mayfair Global Advisors October 2010 - Present
Wolters Kluwer June 2006 - July 2010
AVR Realty Company September 2003 - May 2006
Merrill Lynch February 2002 - August 2003
Education
Fordham University School of Law
Juris Doctor (J.D.)
University College London, U. of London
Ameriprise Financial, Melville, NY 2005 - Present
Ameriprise Financial, East Meadow, NY 1995 - 2005
Merrill Lynch 1994 - 1995
Office of the Manhattan Borough President 1990 - 1993
Office of Law & Intergovernmental Relations, NYC Dept of Housing Preservation & Development, NY, NY 1987 - 1990
United States Court of Appeals for the Ninth Circuit, San Francisco, CA 1984 - 1986
Skills
Retirement Income..., Estate Planning, Financial Planning, Investments, Securities
Education
University of California, Berkeley - School of Law 1980 — 1983
Fordham University 1972 — 1976
Bachelor of Arts, Social Science
Stone Harbor Investment Partners September 2013 - Present
Millennium Partners November 2011 - September 2013
Prudential Financial November 2010 - October 2011
Hearst Magazines January 2009 - May 2009
Merrill Lynch January 2008 - May 2008
Central Entertainment Group July 2006 - May 2007
Skills
Portfolio Management, Asset Managment, Financial Services, Securities, Marketing, Banking, Bloomberg Terminal, Equities, Finance, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Asset Management
Education
Fordham University 2006 — 2010
BS, Finance, Marketing
Fordham University, The College of Business Administration 2006 — 2010
Bachelor of Science, Business AdministrationMay 2010; Marketing and Finance; International Business
Christian Brothers Academy 2002 — 2006
Tradition Energy March 2015 - Present
Stifel Financial Corp. May 2014 - Present
Global Securities Colombia November 2013 - December 2013
Global Securities Colombia October 2013 - November 2013
Chardan Capital Markets March 2013 - June 2013
Merrill Lynch June 2012 - September 2012
Merrill Lynch April 2011 - May 2012
J&R's Orgainic Beef Distributing Co. September 2007 - April 2012
Merrill Lynch February 2011 - April 2011
Merrill Lynch December 2010 - February 2011
Skills
Boxing, Commodity Markets, Electric Guitar, Equities, Fishing, Fixed Income, Futures, Hunting, Options Strategies, Ski Racing, Structured Products, Trading, Bloomberg, Financial Structuring, Investments, Options, Equity Trading, Asset Management
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
SUNY Plattsburgh 2008 — 2010
Bachelor of Arts (B.A.), Business, 3.73
Home School 1998 — 2008
GED, 3.81
Merrill Lynch September 2005 - June 2006
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Financial Reporting, Marketing, Budgets, Finance, Financial Services
Education
Graduate School of Business Fordham University 2010 — 2013
MBA, Finance
Fordham University 2002 — 2006
BS, Finance/ Accounting, Magna Cum Laude
PwC September 2015 - Present
PwC June 2014 - Present
International Trademark Association (INTA) January 2014 - April 2014
Barnes Group Inc. May 2012 - August 2013
Merrill Lynch September 2012 - December 2012
Hollister Co. May 2011 - December 2012
Camp Courant June 2010 - August 2011
Skills
Microsoft Office, Research, Accounting, Teamwork, PowerPoint, Microsoft Excel, Social Media, Financial Analysis, Microsoft Word, Management, Market Research, Leadership
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Public Accountancy
Sumitomo Mitsui Banking Corporation June 2014 - Present
Natixis North America October 2013 - April 2014
Safra Asset Management September 2012 - May 2013
Oppenheimer & Co. Inc. January 2012 - May 2012
Merrill Lynch January 2012 - May 2012
Skills
Hedge Funds, Bloomberg Terminal, Equity Research, Bloomberg, Equities, Financial Analysis, Corporate Finance, Brazilian Portuguese, Alternative Investments, Investments, Finance, Microsoft Excel, Investment Management, Financial Modeling, Fixed Income, Asset Management, Trading, Valuation, English, Spanish, Investment Banking, Credit, Capital Markets, Financial Markets, Bonds, Capital IQ, Financial Accounting, Global Trade Finance, Latin America
Education
Fordham University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Accounting and Finance
Valley Forge Military Academy & College 2007 — 2010
Business Administration and Management, General
EY January 2015 - Present
EY June 2014 - Present
Fordham University August 2010 - May 2014
Geller & Company February 2013 - December 2013
Merrill Lynch February 2012 - May 2012
The Eighth Floor, LLC September 2011 - December 2011
The Original Roxy January 2008 - August 2011
Magnolia Bakery February 2011 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Research, Access, Social Media, Teamwork
Education
Fordham University 2014 — 2014
Masters, Taxation
Fordham University 2010 — 2014
Accounting
Nationwide Financial November 2009 - Present
Wadada Sunrises Ltd. June 2007 - Present
TD Browne, Inc. June 1998 - Present
Merrill Lynch 2008 - 2009
Countrywide Bank September 2007 - January 2008
Countrywide Bank September 2007 - January 2008
Citicorp January 1989 - May 2006
BISYS Fund Services 2004 - 2005
BISYS June 2004 - December 2004
Donahue Securities Liquidation March 2001 - September 2003
Skills
Mutual Funds, Financial Services
Education
Fordham University 1990 — 1994
Citi August 2015 - Present
Citi June 2013 - August 2015
Merrill Lynch August 2012 - December 2012
Fitness First 2011 - 2011
United States Air Force 2007 - 2011
United States Air Force 2004 - 2007
Skills
Leadership, Government, Operations Management, Military, Program Management, Finance, Team Leadership, Team Building, Security Clearance, Training, Data Analysis, Logistics Management, Customer Service, Cross-functional Team..., Microsoft Office, Public Speaking, Conflict Resolution, Process Scheduler, PowerPoint, Communication, Microsoft Excel, Data Collection
Education
Fordham University
Bachelor's degree, Economics, in cursu honorum., Magna Cum Laude
Clearwater Capital Partners 2012 - August 2015
Mercury Capital Advisors 2009 - 2012
Merrill Lynch 2004 - 2009
JPMorgan Chase & Co. 1999 - 2002
Peregrine Securities 1996 - 1998
Lehman Brothers 1987 - 1996
Salomon Brothers 1982 - 1987
Skills
Alternative Investments..., Credit, Capital Markets, Investor Relations, New Business Development, Private Equity, Real Estate
Education
Fordham University
BA, Communications
Bank of America Merrill Lynch April 2015 - Present
BNP Paribas September 2011 - April 2015
Goldman Sachs June 2010 - August 2011
Merrill Lynch June 2008 - September 2009
Global Direct Equities May 2007 - September 2007
Skills
Derivatives, Commodity, Structured Products, Fixed Income, Sales, Equity Derivatives, Research, Equities, Trading, Microsoft Excel, Currency, Portfolio Management, Morningstar
Education
Fordham University 2006 — 2010
Bachelor of Science (BS)
Bank of America December 2009 - Present
Merrill Lynch 1989 - November 2009
Merrill Lynch 2003 - 2006
Education
Fordham University School of Law 1985 — 1988
Manchester Financial March 2015 - Present
UBS October 2014 - February 2015
Merrill Lynch October 2013 - October 2014
New England Investment & Retirement, Inc. March 2005 - August 2013
RDM Financial Group 1997 - 2003
Fleet Bank 1996 - 1997
Merrill Lynch 1990 - 1996
Skills
Asset Management, Investments, Portfolio Management, Alternative Investments, Management, Equities, Mutual Funds, Wealth Management, Financial Modeling, Asset Allocation, Investment Management, Finance, Investment Advisory, Financial Advisory, Trading, Due Diligence, Hedge Funds, Retirement
Education
Fordham University 1992 — 1996
MBA, Finance
University of Rhode Island 1986 — 1989
BS, Finance
SKHS
Actifio January 2015 - Present
EMC December 2010 - January 2015
SAC Capital Advisors June 2005 - January 2011
JPMC January 2005 - May 2005
Site Smith October 2000 - October 2003
Disney/ABC September 1997 - September 2000
Merrill Lynch March 1997 - November 1997
IBM Global Services September 1995 - September 1997
Deutsche Bank AG 1997 - 1997
Skills
VMware, Microsoft Exchange, EMC Storage, Netbackup, HP Data Protector, Disaster Recovery, Virtualization, Data Center, Business Continuity, Cloud Computing, Storage Area Networks, Storage, Vendor Management, Infrastructure, ITIL, Citrix, NAS, SAN, Active Directory, Windows Server, Clariion, IT Service Management, Storage Virtualization, Storage Solutions, Server Architecture, HP, Pre-sales, System Deployment
Education
Fordham University 2005 — 2007
MBA Finance, Business Economics and Finance
State University of New York at New Paltz 1993 — 1995
B.S., Mathematics
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP April 2013 - Present
Marcum LLP June 2010 - March 2013
Davidoff Malito & Hutcher March 2006 - May 2010
Lehman & Eilen LLP 2003 - 2005
Katten Muchin Rosenman LLP 2001 - 2002
Baer Marks & Upham 1999 - 2001
Merrill Lynch 1993 - 1999
Windels Marx Lane & Mittendorf, LLP 1993 - 1993
Windels Marx Lane & Mittendorf, LLP 1993 - 1993
Bear Stearns 1989 - 1992
Skills
Litigation, Bankruptcy, Due Diligence, Mergers, Private Equity, Commercial Litigation, Securities Regulation, Securities, Arbitration, Intellectual Property, Hedge Funds, Legal Research
Education
Fordham University School of Law 1995 — 1999
JD, Law
University at Albany, SUNY 1988 — 1992
BA, Psychology, Sociology, Art History
Polytechnic of North London 1990 — 1990
Study Abroad Program
Fiorello H. LaGuardia HS of Music and Art and the Performing Arts 1984 — 1988
Piaget April 2013 - Present
Fordham University's Graduate Business School September 2009 - April 2013
Fordham University's Graduate Business School Tech Center October 2006 - April 2013
NBA Store September 2010 - February 2011
Merrill Lynch September 2008 - December 2008
WRMN Radio Pinoy July 2003 - August 2005
Skills
Microsoft Excel, Event Planning, Sales Management, Sales, Investments, Customer Service, Networking, PowerPoint, Microsoft Office, Research, Microsoft Word, Budgets, Program Management, Outlook, Marketing, Social Networking, Project Management, Social Media
Education
Fordham University 2005 — 2009
BA, Mathematics and Economics
Fordham University 2005 — 2009
Bachelor of Arts, Mathematics and Economics
St. Peter's Preparatory School 2001 — 2005
High School Diploma
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney June 2006 - April 2012
Education
Fordham University 2009 — 2013
Master of Business Administration (MBA), Finance
City University of New York-Queens College 1995 — 1999
BA, Political Science & Anthropology
Hanesbrands Inc. April 2013 - Present
Cbeyond June 2012 - March 2013
LKN Asset April 2011 - June 2012
Signal Hill Capital Group August 2009 - April 2011
Merrill Lynch July 2005 - April 2009
Chilton Investment Company April 2004 - July 2005
Citi August 1998 - July 2003
Bear Stearns January 1998 - August 1998
Deutsche Bank January 1997 - January 1998
Lehman Brothers February 1996 - January 1997
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Competitive Analysis, Capital Markets, Idea Marketing, Business Valuation, Equity Valuation, Due Diligence, Investor Relations, Microsoft Excel, PowerPoint, FACTSET, Bloomberg, Capital IQ, Equity Research, High Yield Research, Free Cash Flow, ROIC, WACC, NPV, Budget, Long Range Planning, Capital Structure, Benchmarking, M&A experience, Capital Deployment..., Financial Statements, Industry Trend Analysis
Education
Fordham University 1989 — 1993
BS
Isagenix 2008 - Present
Spectrum Lighting Inc. 2007 - Present
Merrill Lynch 1981 - 1990
Skills
Deferred Compensation, Coaching, Leadership, Team Building, Leadership Development, Training, Negotiation, New Business Development, Conflict Resolution, Payroll, Strategic Planning
Education
Fordham University 1974 — 1978
B.S., Psychology
St Clare Academy 1970 — 1974
BNY Mellon June 2015 - Present
BNY Mellon May 2007 - June 2015
Merrill Lynch February 2001 - April 2007
J.P. Morgan November 1994 - January 2001
Citi December 1981 - November 1984
Arthur Young (Ernst & Young) July 1978 - December 1981
Skills
Operational Risk, Auditing, Financial Risk, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Asset Management, Finance, Corporate Finance, External Audit, Capital Markets, Investment Banking, Financial Services
Education
NYU Stern School of Business 1982 — 1988
MBA, Finance
Fordham University 1975 — 1978
BS, Accounting
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
IMCA Capital July 2015 - Present
UBS April 2014 - July 2014
UBS October 2012 - March 2013
Merrill Lynch May 2012 - August 2012
Spectrum Athletic Clubs January 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, Access, Marketing, Market Research, Bloomberg Terminal, Wealth Management..., Cold Calling Experience, Equities, Alternative Investments, Financial Analysis, Investments, Public Speaking, Research, Social Media
Education
Fordham University
Bachelor’s Degree, Finance and Alternative Investments
Loyola High School of Los Angeles
High School Diploma
DARTCOR Food Service January 2015 - Present
CINTAS CORPORATION March 2012 - December 2014
Cintas June 2008 - March 2012
Merrill Lynch January 2007 - January 2008
Circuit City April 2003 - January 2007
Skills
Culinary, Skiing, Social Psychology, Cold Calling, Customer Service, Retail, Inventory Management, Coaching, Sales, Management, Sales Process, Account Management, Sales Presentations, Team Building, New Business Development, Employee Training, Training, Recruiting, Hiring, Strategic Selling, Outlook, Qualifying Prospects, Outside Sales, Leadership Development, Leadership, Sales Management, Customer Retention, Marketing, Direct Sales, Customer Satisfaction, Sales Operations
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration
Fairfield Preparatory School 2001 — 2004
high school, General Studies
Robert Half April 2015 - Present
Peace Corps May 2012 - August 2014
The Fresh Air Fund January 2011 - June 2011
WFUV September 2007 - June 2011
Comedy Central September 2010 - December 2010
Merrill Lynch January 2010 - June 2010
Skills
Editing, Broadcast, Television, Facebook, Newspapers, Public Speaking, Microsoft Excel, Event Planning, Journalism, PowerPoint
Education
Fordham University 2007 — 2011
BA, Political Science, Communication and Media Studies (Journalism concentration)
First Eagle Investment Management June 2013 - Present
First Eagle Investment Management June 2012 - June 2013
Roomorama.com September 2012 - January 2013
CitiGroup June 2009 - June 2012
Merrill Lynch January 2008 - May 2008
Skills
Financial Analysis, Fund Accounting, Bloomberg, Mutual Funds, Financial Reporting, Hedge Funds, Investments, Microsoft Excel, Equities, Fixed Income, Asset Management, Accounting, Financial Modeling, Private Equity, PowerPoint, Microsoft Office, Valuation, Financial Accounting, Due Diligence, Financial Statements, Series 7
Education
Fordham University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
MSCI Inc. September 2008 - Present
Lehman Brothers 2006 - 2008
Holt Learning 2002 - 2006
Merrill Lynch 1998 - 2002
Colgate Palmolive 1994 - 1998
MasterCard 1990 - 1994
JPMorgan Chase 1983 - 1990
Skills
Talent Acquisition, Recruiting, Performance Management, Employee Engagement, New Hire Orientations, Change Management, Succession Planning, Talent Management, Learning & Development..., Training, Leadership Development, Management Development, Onboarding, Organizational Design
Education
Fordham University 1997 — 2007
PhD, Financial & Monetary Economics
Pace University - Lubin School of Business 1986 — 1991
Master of Business Administration (MBA), Accounting
Fordham University 1979 — 1983
Bachelor's degree, Economics
RR Donnelley June 2008 - Present
Bank of America June 2007 - December 2007
Bank of America February 2005 - June 2007
JPMorgan Chase October 2002 - February 2005
Merrill Lynch June 1995 - July 2002
Skills
Account Management, Relationship Management, Financial Advisory, Business Communications, Private Banking, Customer Service, Training, Leadership, Investments, Banking, Financial Services
Education
Fordham University
Bachelor of Arts (BA), Sociology
JPMorgan Chase Web Support / Business AnalystJP Morgan ChaseMay 2010 - July 2013
Merril Lynch Inc February 2008 - May 2010
Merrill Lynch September 2001 - February 2008
Skills
Management, Microsoft Office, Banking, Business Analysis
Education
Fordham University 1993 — 1997
Bachelor of Applied Science (BASc), Computer Science
HSBC Global Banking and Markets February 2005 - Present
Merrill Lynch October 2003 - February 2005
Merrill Lynch International June 2001 - October 2003
Merrill Lynch Capital Markets Bank August 1999 - June 2001
Skills
Dodd-Frank, Credit Derivatives, DTCC, Derivatives, Fixed Income, Capital Markets, Investment Banking, Trading Systems
Education
Fordham University 1995 — 1999
Bachelor of Arts (B.A.), History, 3.5
SunGard February 2010 - Present
Acumen Solutions April 2008 - December 2009
Morgan Stanley March 2004 - March 2008
Citigroup March 1996 - March 2004
Merrill Lynch 1982 - 1996
Skills
Program Management, PMP, Business Analysis, Risk Management, Financial Services, Enterprise Architecture, Integration, CRM, Strategy, SDLC, Business Process, PMO, Vendor Management, Agile Methodologies, MS Project, Requirements Analysis, IT Strategy, Series 7, Software Project..., Wealth Management, Six Sigma, New Business Development, Trading Systems, Product Management, Visio, Brokerage, Microsoft SQL Server, Agile Project Management, ITIL, C++, Java, HTML 5, Technology Management, Relationship Management, Account Management, Product Development, Capital Markets, Consulting, Relationship Building, Business Relationship...
Education
Iona College 1984 — 1987
MS, Computer Science, 4.0
Fordham University 1976 — 1980
Bachelor of Science, Quantitative Analysis, 3.2
Fitch Ratings August 2013 - Present
J.P. Morgan June 2013 - August 2013
Fitch Ratings June 2012 - August 2012
Saw Mill Management January 2012 - April 2012
Merrill Lynch January 2011 - April 2011
Merrill Lynch January 2010 - April 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Credit Analysis, Infrastructure, Credit Risk, Project Finance, Bloomberg Terminal, PowerPoint, Renewable Energy, Transportation, Toll Roads, Wind Energy, Solar Energy, Natural Gas, Hydroelectric, Stadiums, Oil & Gas, Ports
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance, Economics, General
Nickel City Ventures, LLC July 2014 - Present
PwC October 2013 - July 2014
PwC June 2012 - October 2013
PwC September 2009 - June 2012
PwC June 2008 - August 2008
M&T Bank June 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Zagat Survey September 2006 - December 2006
Skills
Banking, Capital Markets, CPA, PowerPoint, US GAAP, Budgets, Microsoft Excel, Financial Accounting, Microsoft Office
Education
Fordham University 2005 — 2009
Bachelor of Science (BS), Accounting
Fordham Prep March 2014 - June 2014
Merrill Lynch September 2012 - May 2014
Tom Barnett Custom Tailored Clothing June 2009 - April 2014
Buffalo Shamrocks Hockey Club January 2009 - April 2014
Orvis September 2013 - December 2013
Black Label Lacrosse June 2012 - October 2013
Empire Buidling & Painting July 2007 - August 2011
Skills
Social Networking, Microsoft Office, Merchandising, Marketing Strategy, Adobe Illustrator, Adobe Photoshop, Marketing, Event Planning, Apparel, Investments, Selling, Social Media, Microsoft Excel, PowerPoint, Social Media Marketing, Facebook, Microsoft Word, Customer Service, Outlook, Research, Event Management, Advertising, Public Relations, Coaching
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Concentrations in Entrepreneurship & Finance
Canisius High School 2006 — 2010
High School Diploma
Georgetown University
Masters in Sports Business Management
BNY Mellon March 2014 - Present
BNY Mellon March 2014 - Present
UBS November 2013 - March 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Social Media, Teamwork, Facebook, Research, Marketing, Social Networking, Financial Analysis, Customer Service
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Salisbury School 2006 — 2009
Action Hazmat Companies 2013 - Present
Winston & Strawn LLP 2010 - 2013
Sichenzia Ross Friedman Ference LLP October 2007 - March 2008
New York City Police Department July 2007 - August 2007
Merrill Lynch June 2007 - July 2007
University of Notre Dame 2004 - 2006
Skills
Antitrust Law, Antitrust Counseling, Mergers, Acquisitions, Trade Regulation, Litigation, Government Contract, Government Contracts Law, Unfair Competition, Mergers & Acquisitions, Legal Research, Legal Writing, Competition Law, Intellectual Property, Environmental Law, Research
Education
Fordham University School of Law 2006 — 2009
Doctor of Law (JD)
University of Notre Dame 2002 — 2006
Bachelor of Science (B.S.), Environmental Science
Credit Suisse June 2012 - Present
Credit Suisse July 2011 - June 2012
Credit Suisse June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Investments, Portfolio Management, Fixed Income, Valuation, Financial Analysis, Bloomberg, Finance, Hedge Funds, Derivatives
Education
Fordham University 2007 — 2011
BS, Business
National 9/11 Memorial and Museum January 2014 - Present
Braverman Benefits Consulting July 2011 - Present
New York State Dept of Health October 2013 - December 2013
Simpson Thacher & Bartlett LLP December 2001 - July 2011
Law Firm Benefits Group 1980 - 2011
Thacher Proffitt & Wood LLP April 1999 - December 2001
Merrill Lynch March 1998 - March 1999
Cadwalader, Wickersham & Taft LLP March 1978 - December 1997
Skills
Employee Benefits, Insurance, Benefits Administration, ERISA, Team Building, 401k, Strategic Communications, Internal Communications, Coaching, Mentoring, Writing, Payroll, Excel, Defined Benefit, Health Insurance
Education
Fordham University
B.S. cum laude, Social Sciences
NYU Stern School of Business
Management
Crowell & Moring LLP May 2014 - July 2014
Barclays Capital April 2012 - April 2014
Barclays Capital July 2010 - April 2012
New York University January 2010 - June 2010
Merrill Lynch January 2009 - June 2009
Skills
Excel, Visio, DTC, SWIFT, Equities, SWIFT payments, Microsoft Excel
Education
Fordham University School of Law 2012 — 2016
J.D. Candidate
New York University 2007 — 2010
Bachelor of Arts (BA), Economics and Journalism
Lwow
Lwow
Lwow
Noble Group September 2014 - Present
Morgan Stanley January 2014 - August 2014
Natural Energy LLC May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Five Mile Capital Partners LLC. Finance May 2011 - August 2011
Skills
Proficient in Microsof..., Bloomberg Terminal, Trading, Trading Systems, Management, Private Equity, Finance, PowerPoint, Microsoft Excel, Economics, Research, Public Speaking
Education
Fordham University 2009 — 2013
Bachelor of Science, Finance, Senior
Greenwich High School 2005 — 2009
Forest Hills Capital Management August 2012 - July 2014
Merrill Lynch June 2010 - May 2011
Citigroup Smith Barney September 2008 - May 2009
FRS Philippine Freight Services June 2008 - August 2008
Skills
Bloomberg, Portfolio Management, Microsoft Excel, Financial Statement..., Financial Modeling, LBO, IRR Analysis, Valuation, Due Diligence, PowerPoint, Microsoft Word, Direct Marketing, Private Equity, Investments, Risk Management, Economics, Financial Services
Education
Fordham University 2007 — 2011
Bachelor's degree, Finance, General
Xavier High School 2003 — 2007
Coursera
Merrill Lynch January 2013 - Present
Merrill Lynch June 2011 - August 2012
Alchemy Ventures July 2011 - September 2011
St. Aloysius 2010 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Java, Financial Analysis, C++, SQL, HTML, Access, Public Speaking, Accounting, Social Media, Photoshop, Windows, Outlook, C
Education
Fordham University 2009 — 2012
Bachelor of Science, Finance
St. Ignatius
Potash Corporation of Saskatchewan May 2011 - Present
CMC Advisory Group January 2010 - April 2011
Merrill Lynch August 2007 - December 2007
Salomon Smith Barney January 2006 - June 2006
Skills
Sales, Business Development, Market Research, Account Management, Operations Management, Strategic Planning
Education
Fordham University 2004 — 2008
BS, Finance
University of International Business and Economics 2007 — 2007
China Studies
Loyola Academy 2000 — 2004
GAMCO Investors, Inc. July 2014 - Present
Fordham University Student Managed Investment Fund September 2012 - May 2013
Fordham University Finance Society June 2012 - May 2013
Verition Fund Management, LLC September 2012 - December 2012
Consolidated Edison Inc June 2012 - August 2012
Merrill Lynch January 2011 - April 2011
Skills
Series 7, Series 63, Equities, Portfolio Management, Bloomberg Terminal, Finance, Bloomberg, Strategy, Management, Mutual Funds, Financial Modeling
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, General
Merrill Lynch June 2015 - Present
Fordham University January 2014 - Present
Fordham University Inter-Campus Transportation September 2014 - Present
Merrill Lynch May 2014 - August 2014
Carson's Store April 2012 - August 2013
Wide World of Bagels July 2011 - December 2012
Charter Oak Federal Credit Union September 2011 - June 2012
Skills
EMT, Money Management, High Stress Environment, Team Building, Financial Accounting, Privacy Compliance, Liasoning, Teaching, Lecturing, Incident Management, Memorization, Consulting, Project Management, Project Planning, Team Leadership, Brand Ambassadors, Community Outreach, Communication, Learning Quickly, InDesign, Microsoft Word, Schedules, Protocol, Emergency Management, Organizational Structure, Student Outreach, Alumni Relations, Peer Mentoring, Self-driven
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Major: Finance, Minor: Economics
Robert E. Fitch Senior High School 2008 — 2012
High School Diploma
Charlie Palmer Group December 2013 - February 2014
Environmental Investigation Agency March 2012 - May 2013
Genova, Burns & Giantomasi October 2009 - June 2011
Genova, Burns & Vernoia May 2008 - August 2008
New York County Supreme Court January 2008 - April 2008
Larrauri & López Ante Abogados July 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Litigation, Employment Law, Legal Research, Legal Writing, Public Policy, Mediation, Civil Litigation, Courts, Policy, Policy Analysis, Westlaw, Defense, Legal Issues, Trials, Environmental Law
Education
Fordham University School of Law 2006 — 2009
JD
Lund University 2007 — 2007
JD exchange, International Trade, Comparative Constitutional Law
University of Miami 2004 — 2006
BA, Economics, Spanish
Suffolk University 2003 — 2004
Madrid Campus, Spanish, Economics, Business (Madrid, Spain study abroad)
University of Vermont 2002 — 2004
BA, Economics, Spanish
South Burlington High School 1999 — 2002
Nuveen Investments June 2007 - Present
Merrill Lynch July 2005 - June 2007
Munster High School August 1998 - July 2005
The Times 1991 - 1994
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Asset Allocation, Investment Strategies, Hedge Funds, Alternative Investments, Securities, ETFs, Investments, Uniform Combined State..., Asset Management, Separately Managed..., Series 24, Bonds, Retirement Planning, Retirement, Wealth Management, Investment Management, Investment Advisory, Portfolio Management
Education
Fordham University 1987 — 1991
Bachelor of Arts (BA), Communications
Lake Central 1983 — 1987
Merrill Lynch April 2003 - Present
Interactive Data January 2002 - January 2003
Merrill Lynch September 1997 - December 1999
Skills
Portfolio Management, Wealth Management
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Fiinance
Fordham University 1977 — 1981
Bachelor's of Science, Accounting and Finance
Nazareth Regional High School 1973 — 1977
AIG July 2012 - February 2013
JPMorgan Chase October 2004 - July 2012
Merrill Lynch 2003 - 2004
QP Group 2000 - 2003
Verizon Enterprise Solutions 1995 - 2000
Verizon Enterprise Solutions 1995 - 2000
Skills
Sourcing & Procurement, eSourcing, HR Services, Recruitment Services..., Legal Process..., Human Resources, Outsourcing, Vendor Management, Sourcing, Contract Negotiation, Procurement, Strategic Sourcing, Negotiation, Spend Analysis, Mergers & Acquisitions, Management, Contract Management, Business Process..., Purchasing, Strategy, Global Sourcing, Supply Management
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
RBC Capital Markets June 2011 - Present
Bortstein & Irvine LLC April 2009 - May 2011
Merrill Lynch August 2006 - March 2009
Airess LLC April 2005 - July 2006
Karl Lagerfeld LLC 2005 - 2006
Pillsbury Winthrop Shaw Pittman August 2002 - March 2005
Skills
Licensing, Procurement, Global Sourcing, Outsourcing, Intellectual Property, Contract Negotiation, Securities Regulation, Corporate Law, Mergers & Acquisitions, Joint Ventures, Litigation
Education
Fordham University School of Law 1999 — 2002
JD
University of Virginia 1998 — 2002
BA, Political Science
The Disability Opportunity Fund January 2007 - Present
Tzedec Economic Development Fund 2014 - 2015
Tzedec Economic Development Fund 2014 - 2015
Merrill Lynch 1994 - 1998
Skills
Strategic Planning, Nonprofits, Team Building, Public Relations, Management, Strategic Partnerships, Customer Service, Series 7, Public Speaking, Fundraising, Entrepreneurship, Executive Management, Leadership, New Business Development, Marketing, Leadership Development, Due Diligence, Non-profits, Equities, Strategy, Start-ups, Risk Management, Private Equity, Program Management, Wealth Management, Financial Analysis, Research, Training, Community Outreach, Project Management, Budgets, Business Strategy, Mergers, Hedge Funds, Capital Markets, Securities, Public Policy, Social Media, Strategic Financial..., Coaching, Program Development, Marketing Strategy, Insurance, Business Development, FINRA, Government, Negotiation, Mergers & Acquisitions, Asset Management, Investments
Education
Fordham University School of Law 1985 — 1988
Washington University in St. Louis 1981 — 1985
ba, economics
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse August 1999 - June 2015
Merrill Lynch August 1997 - August 1999
J.P. Morgan February 1997 - August 1997
ING U.S. January 1995 - February 1997
Thomson Reuters July 1994 - January 1995
Skills
Business Analysis, Relationship Management, Mergers, Vendor Management, IT Strategy, Change Management, Team Leadership, SDLC, Strategy, Integration, Disaster Recovery, Strategic Planning, Enterprise Architecture, ITIL, Project Delivery, Team Building, Data Center, IT Management, Operations Management, Requirements Gathering, IT Service Management, Solution Architecture, Project Portfolio..., Service Delivery, Security, Business Process..., Business Intelligence, IT Operations, Incident Management, System Deployment, Project Management, Business Continuity, Cloud Computing, Requirements Analysis, Process Improvement, Information Technology, Active Directory, Infrastructure, Virtualization, Enterprise Software, VMware, IT Outsourcing, High Availability, Windows Server, Visio, Team Management, Data Migration, Software Documentation, Servers, Management
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Computer Science
Macy's Inc. May 2015 - Present
Macy's Inc. July 2014 - May 2015
Macy's Inc., Estee Lauder Corp: Origins March 2013 - June 2014
Macy's Inc., The Jones Group: Jones New York Collection September 2009 - February 2013
Branchburg Township School District October 1998 - June 2007
Merrill Lynch December 1987 - October 1998
Merrill Lynch & Co December 1987 - October 1998
Merrill Lynch December 1985 - December 1987
Merrill Lynch December 1983 - December 1985
Merrill Lynch June 1981 - December 1983
Skills
10 plus years of Sales..., Corporate Networking, Charitable Fundraising, Special Education..., Special Events..., Training, Corporations, Fundraising, Strategic Planning, Marketing, Program Management, Public Speaking, Process Improvement, Management, Entrepreneurship, Leadership, PowerPoint, Nonprofits, Coaching, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Social Networking, Educational Leadership, Lifestyle Coaching, Life Transitions, Promotions, Fashion Shows, Beauty Industry, Cosmetics, Merchandising, Visual Merchandising, Youth Development, Yoga, Nutrition, Fitness, Interviews, Non-profit Volunteer, Organization, Writing, Youth Mentoring
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Fordham University - College at Lincoln Center
BA, Economics
New York University
Morgan Stanley May 2014 - Present
Goldman Sachs April 2004 - May 2014
Merrill Lynch June 2002 - April 2004
Skills
Series 7, Risk Management, Financial Services, Microsoft Excel, Operational Risk..., Microsoft Office
Education
Fordham University 1998 — 2002
Bachelor of Science (BS), Finance, General
Xavier High School 1994 — 1998
Sai Silks, Inc. September 2011 - Present
McGladrey & Pullen, LLP September 2008 - March 2009
Merrill Lynch February 2007 - May 2007
Skills
Accounting, Apparel, Auditing, Textiles, Marketing, Sales, Wholesale, Customer Service, Fashion, Forecasting, Inventory Management, Merchandising, Sourcing
Education
Villanova University 2010 — 2011
MS, Accounting
Fordham University 2005 — 2008
BS, Public Accounting
FOREST HILLS HIGH SCHOOL
AIG October 2015 - Present
AIG November 2014 - October 2015
AIG February 2013 - November 2014
Prudential Financial January 2010 - February 2013
Prudential Financial September 2006 - December 2009
Prudential Financial September 2002 - August 2006
Merrill Lynch October 1996 - August 2002
PwC/Coopers & Lybrand September 1992 - October 1996
Skills
Finance, Risk Management, Financial Analysis, Talent Management, Financial Reporting, Derivatives, Variable Annuities, Insurance, Investments, Strategic Leadership, Collaborative Problem..., Accounting, Internal Controls, Financial Services, Management, Portfolio Management, Auditing, Financial Risk, Financial Modeling
Education
New York University, Stern School of Business 1998 — 2002
MBA, Finance/Information systems - International Business
Fordham University 1988 — 1992
BS, Accounting
Beugelmans, LLP August 2013 - Present
Greenberg Traurig (Broker-Dealer Practice Group) August 2003 - July 2013
Merrill Lynch October 2000 - August 2003
Skills
Arbitration, Securities Regulation, Securities, Securities Litigation, Litigation, Commercial Litigation, Corporate Law, Civil Litigation, Legal Research, Mediation, Corporate Governance, Employment Law, Legal Writing, Alternative Dispute..., Internal Investigations, Dispute Resolution, FINRA, Due Diligence, Class Actions, Mergers & Acquisitions, Business Litigation, Appeals, Courts, Trial Practice, Trials, Joint Ventures
Education
Fordham Law School 1993 — 1996
Doctor of Law (J.D.)
The Center for Mediation in Law
Mediation Intensive Training Program
Fairfield University 1989 — 1993
Bachelor of Arts (B.A.), Politics
Fordham Prep
SunGard June 2013 - Present
Calypso Technology October 2011 - March 2013
State Street 2009 - July 2011
Prudential Bache Commodities 2001 - 2009
Merrill Lynch September 1989 - December 2001
Skills
Electronic Trading, Derivatives, Investment Banking, Equity Derivatives, Options, Portfolio Management, Back Office, Management, Trading Systems, Commodity, Securities, CRM, Financial Services, Risk Management, Middle Office
Education
Fordham University 1985 — 1989
BS, Business Administration
Banc of America Securities October 2003 - May 2007
Merrill Lynch September 1995 - March 2001
Education
Manhattan College 1993 — 1996
Fordham University 1990 — 1994
Delbarton School
Bank of America Merrill Lynch January 2015 - Present
Scottrade July 2013 - Present
Merrill Lynch 1987 - 2011
Skills
Equities, Securities, Capital Markets, Trading, Series 63, Alternative Investments, Financial Services, Financial Markets, Back Office, Investments, Asset Management, Investment Strategies, Private Equity, Portfolio Management, Investment Banking, FINRA
Education
Fordham University 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
Xavier High School
Merrill Lynch
Skills
Fixed Income, Series 7, Equities, FINRA, Capital Markets, Hedge Funds, Alternative Investments
Education
Fordham University 2001 — 2003
UBS August 2014 - Present
UBS December 2010 - July 2014
UBS Investment Bank 1996 - December 2010
Scudder Stevens and Clark 1991 - 1996
Merrill Lynch 1984 - 1991
Skills
Project planning and..., Business analysis, Process excellence, End user training and..., Change management, Financial reporting, IT Strategy, Investment Banking, Derivatives, Equity Derivatives, Fixed Income, Change Management, Capital Markets, Process Excellence, Asset Management, Financial Markets, Business Analysis, Equities, Middle Office, Market Data, Trading Systems, Operational Risk
Education
Iona College 1984 — 1987
MBA, Finance, General
Fordham University
Bachelor's degree
The Customer Center Inc. / North American Wireless Solutions of NY LLC September 2002 - Present
Courtesy Food Inc. October 2001 - August 2002
AXA Financial July 1999 - October 2001
Merrill Lynch May 1996 - May 1998
Skills
Telecommunications, Account Management, Wireless, Management, Team Building, Operations Management, Sales, Strategic Planning, Product Management, Contract Negotiation, Sales Operations, Team Leadership, Business Strategy, Project Management, Leadership
Education
Fordham University 1995 — 1999
Bachelor of Science (BS), Management Information Systems & Human Resources Mgmt
Coast-Line International July 2009 - Present
Bear Stearns January 2002 - June 2008
Bear Wagner Specialists 2002 - 2007
Morgan Stanley December 2000 - November 2001
Merrill Lynch July 1999 - December 2000
Skills
Bloomberg, Options, Series 7, Equity Trading, Process Improvement, Trading, Fixed Income, Sales Management, Hedge Funds, Equities, Sales, Trading Systems, Securities, Electronic Trading, Derivatives, Alternative Investments, Series 63, Mutual Funds, FINRA, Capital Markets, Investments, Financial Markets, Asset Allocation, Asset Management
Education
Fordham University 1995 — 1999
BS, Finance
Father Judge HS 1991 — 1995
Bank of America August 2008 - Present
Brown Brothers Harriman 2013 - 2013
Macquarie Capital Investment Management August 2007 - June 2008
Merrill Lynch July 2006 - July 2007
AllianceBernstein April 2005 - July 2006
Morgan Stanley Investment Management January 2001 - April 2005
Skills
Business Analysis,..., Client on-Boarding, Trading Systems, Equities, Business Analysis, Trading, Equity Trading, Integration, Securities, Portfolio Management, Financial Services, Order Management, Project Portfolio..., Business Requirements, Databases, Business Process..., Options, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Science (BS)
WCG Management L.P. November 2008 - Present
Merrill Lynch August 2007 - October 2008
JPMorgan Chase 2006 - 2007
Paloma Partners 2004 - 2006
Dresdner Kleinwort 1996 - 2004
Skills
Account Reconciliation, Accounting, Cash Management, Valuation, Bloomberg, Derivatives, Due Diligence, Equities, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, Fixed Income, Fund Accounting, GAAP, Hedge Funds, Internal Controls, Swaps, US GAAP
Education
Fordham University 1994 — 1998
Accounting
Citigroup June 2007 - Present
Merrill Lynch September 2004 - May 2007
Dechert LLP 2002 - 2004
Thacher Proffitt & Wood LLP 2001 - 2001
Skills
Securitization, Capital Markets, Mezzanine, Structured Finance, Financial Structuring, Asset Managment, Due Diligence, Loans, Real Estate, Loan Origination, Private Equity, Commercial Mortgages
Education
Fordham University School of Law 1999 — 2002
Doctor of Law (JD)
Hofstra University 1995 — 1999
B.A., Political Science
Citi November 2014 - Present
Societe Generale September 2008 - November 2014
Bear Stearns 2003 - 2008
Merrill Lynch March 1998 - July 2003
Bank of New York Mellon June 1993 - March 1998
Skills
Fixed Income, Operational Risk, Capital Markets, AML, Derivatives, Investment Banking, Hedge Funds, Auditing, Equities, Risk Management, Operational Risk..., Financial Risk, Internal Audit, Market Risk, Securities
Education
Fordham University 1989 — 1993
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Citi August 2008 - Present
Credit Suisse August 2007 - August 2009
AIG Global Investment Group 1999 - 2007
Merrill Lynch 1998 - 1999
Matthew Bender 1993 - 1997
Deloitte & Touche 1985 - 1989
Bloomingdale's 1983 - 1984
Skills
Private Equity, Investments, Valuation, Finance, Management, Asset Management, Hedge Funds, Strategic Financial..., Analysis, Alternative Investments, Financial Risk, Equities, Accounting, Asset Managment, Financial Planning, Financial Modeling, Capital Markets, Fixed Income, Financial Services, Quantitative Analytics, Prime Brokerage, Emerging Markets, Business Planning, Mutual Funds, Financial Analysis, Risk Management, Due Diligence, Portfolio Management, Mergers & Acquisitions, Investment Banking, Banking
Education
Brooklyn Law School 1992 — 1996
Doctor of Law (J.D.), Law
Fordham University 1981 — 1985
BS, Business
Seaford 1978 — 1981
St. Agnes
Lowes Companies April 2005 - August 2010
Merrill Lynch May 1971 - February 2002
Skills
Customer Service, Vendor Management, Business Analysis, Change Management, Enterprise Software, Financial Services, IT Strategy, Process Improvement, Project Management, Quality Assurance, Retail, Risk Management, SDLC, SQL, Strategic Planning, Team Leadership
Education
Fordham University 1970 — 1974
B.S., Economics & Computer Mgmnt.
W.Thompson Technologies March 2004 - Present
Merrill Lynch August 2004 - November 2008
Skills
Marketing Communications, Event Planning, Corporate Events, Event Management, Marketing Strategy, Social Media Marketing, Sponsorship
Education
Fordham University 2007 — 2013
B.A., Organizational Leadership
Webster Bank April 2015 - Present
Merrill Lynch November 2012 - October 2014
Merrill Lynch April 2012 - November 2012
Bank of America Merrill Lynch 2010 - March 2012
Banc of America Securities September 2009 - August 2010
Merrill Lynch July 2008 - August 2009
Skills
Fixed Income, Trading, Bloomberg, Bloomberg Terminal, Series 7, Treasury, Series 63, Equities, Securities, Financial Modeling, Investments, FSA, Bonds, Capital Markets, Derivatives, Financial Analysis, Hedge Funds, Rates
Education
Fordham University 2004 — 2008
Bachelors, Finance, Economics
University of New South Wales 2006 — 2006
GlobeCast North America April 2012 - Present
Merrill Lynch 2007 - April 2012
American Express September 1987 - January 2007
Skills
Credit Cards, Marketing, Product Development, Strategy, Customer Acquisition, Strategic Partnerships, Relationship Management, Portfolio Management, Product Management, Financial Modeling, Financial Services, Analytics, Segmentation, CRM, Competitive Analysis, Leadership, Management, Mergers
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Corporate Finance
Fordham University 1978 — 1982
BS, Finance & Quantitative Analysis
Merrill Lynch 2002 - 2007
Education
Fordham University School of Law 1974 — 1977
JD
Fordham University 1970 — 1974
BS, Accounting
Goldman Sachs March 2009 - Present
Merrill Lynch 1999 - 2008
Skills
Securities, Collateral Management, Banking, ISDA
Education
Fordham University
Bachelor of Arts (B.A.), Communications
NYU
Royal Bank of Scotland September 2013 - Present
Nomura Securities 2010 - Present
DALC GEAR 2009 - 2010
Tudor Investment Corp July 2008 - January 2009
PricewaterhouseCoopers October 2007 - March 2008
Ski Skate and Board June 2002 - May 2007
Morgan Stanley June 2005 - August 2006
Merrill Lynch January 2005 - May 2005
A.G. Edwards & Sons, Inc. September 2004 - December 2004
Education
Fordham University 2003 — 2007
B.S., Accounting
CFA Institute
Level 1 candidate
Schulte Roth & Zabel LLP October 1997 - Present
Merrill Lynch 1983 - 1997
U.S. Attorney's Office October 1977 - October 1983
Skills
White Collar Criminal..., Corporate Governance, Securities Litigation, Litigation, FINRA, Securities, Legal Advice, FCPA, SEC, Internal Investigations, Securities Regulation, Broker-Dealer, Capital Markets, Commercial Litigation, Alternative Investments, Hedge Funds, Banking Law, Corporate Law, Cross-border..., Financial Regulation, AML, Dodd-Frank, Arbitration, Due Diligence, Prime Brokerage, Trade Secrets, Privacy Law, Legal Writing, Investment Advisers Act, Joint Ventures, Civil Litigation, Litigation Management, Litigation Support, Securitization, Private Equity, Legal Research, Legal Compliance, Private Placements, Bankruptcy, Anti-corruption, Fraud, Investment Company Act, Business Transactions, Class Actions, Competition Law, Dispute Resolution, Appeals
Education
Fordham University School of Law 1971 — 1974
J.D.
Chamberlain Drive, LLC January 2009 - Present
Portware, LLC January 2009 - Present
Worldco LLC 2002 - December 2012
Silverball Museum August 2009 - October 2009
Round Up Country June 2008 - April 2009
Societe Generale 2004 - 2006
Citigroup 1997 - 1998
Merrill Lynch 1987 - 1996
Skills
Management Consulting, Financial Analysis, Process Management, Business Analysis, Compliance, Management, Strategy, Equities, Risk Management, Marketing, Vendor Management, Business Process..., Data Analysis, Portfolio Management, Analysis, Mergers & Acquisitions, Financial Services, Investments, Process Improvement, Business Strategy, Sales, Auditing, Trading Systems, Derivatives
Education
Fordham University 1977 — 1980
BA, Communications, English
Merrill Lynch 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2002 - 2006
Merrill Lynch 2001 - 2002
Skills
Series 7, Series 24, Series 63, Series 55, Bloomberg, Management, Team Leadership, Trading Systems, Securities, FINRA, Prime Brokerage, Equities, Capital Markets, Middle Office, Hedge Funds, Financial Services, Trading, Electronic Trading, Corporate Actions, Risk Management, Alternative Investments, Fixed Income, Equity Trading, Financial Regulation
Education
Pace University - Lubin School of Business
MBA, Financial Management
Fordham University 1997 — 2001
Bachelor of Science (B.S.), Finance and Marketing
Simpson Thacher & Bartlett LLP May 2015 - Present
Crowdpaws 2015 - 2015
Crowdpaws 2015 - 2015
AIG June 2014 - August 2014
Gramercy Capital Corp June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Portfolio Management, Capital Markets, Investments, Securities, Finance, Management, Loans, Investment Strategies, Microsoft Excel, Securitization, Market Research, Options
Education
University of Pennsylvania Law School 2013 — 2016
Juris Doctor (J.D.)
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Merrill Lynch Trust Company, a Division of Bank of America, N.A. 2009 - Present
Merrill Lynch 2002 - 2009
U.S. Trust 1998 - 2002
Morgan Guaranty Trust 1995 - 1998
Chemical Bank 1990 - 1995
Skills
Trust Services, Wealth Management, Estate Planning, Staff Management, Financial Services
Education
Fordham University 1986 — 1990
BA, American Studies
UBS Investment Bank January 2010 - April 2012
Merrill Lynch 1993 - 2008
Merrill Lynch 1993 - 2008
Skills
Fixed Income, FX Options, Commodity, Financial Structuring, Currency, Rates, Capital Markets, Structured Products, Hedge Funds, Derivatives, Volatility, Counterparty Risk, RWA, Regulatory Capital, Collateral Optimization, Funding, Investment Banking, CLOs, Private Equity, Financial Accounting
Education
Fordham University 1986 — 1990
BA, Political Science / Economcs
Morgan Stanley Smith Barney March 2012 - Present
Morgan Stanley January 2013 - January 2014
Bank of America Merrill Lynch January 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Valuation, Financial Analysis, Investments, Capital Markets, Investment Banking, Equity Research, Global Currencies, Risk Management, Risk Assessment, Global Currency, Electronic Payment..., Wealth Management, Economics, Options, Bloomberg Terminal, Fixed Income, Hedge Funds, Analysis, Project Management, Structured Investments, Statistics, Operational Risk..., Asset Management, Networking, Microeconomics, Corporate Finance, Financial Markets, Derivatives, Financial Risk, Mutual Funds
Education
Fordham University 2007 — 2011
BS, Finance, Economics
Fordham University 2007 — 2011
BS, Finance; Economics
East Chapel Hill High School 2004 — 2007
Nishimachi International School 1994 — 2004
Ariel Property Advisors July 2015 - Present
Merrill Lynch June 2014 - August 2014
Northwestern Mutual November 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Fundamental Analysis, Value Investing, Licensed Life & Health..., HTML, JavaScript, Facebook, Finance, Public Speaking
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Finance, Senior
Chase Collegiate School 2007 — 2011
High School
EPFR Global January 2014 - Present
CABEI Central American Fund & North American Income Fund January 2003 - December 2013
EPFR Global January 2003 - December 2013
Thomson Reuters January 2001 - November 2002
Paralyzed Veterans of America February 1999 - December 2000
Deutsche Bank April 1987 - January 1999
Merrill Lynch April 1984 - March 1987
J.P. Morgan February 1972 - March 1984
Skills
Equities, Capital Markets, Asset Management, Fixed Income, Investments, Financial Markets, Derivatives, Bloomberg, Financial Modeling, Corporate Finance, Hedge Funds
Education
Fordham University
Bachelor's degree, Economics
Fordham University Graduate School of Arts and Sciences
Master of Arts (M.A.), Economics
Chartier Redevelopment Group January 2008 - Present
HSBC 2013 - Present
Merrill Lynch 2012 - 2013
FTN Financial 2009 - 2010
Dresdner Kleinwort / Wachovia 2004 - 2008
UBS Securities LLC 2000 - 2003
BT Alex Brown 1998 - 2000
Bear Stearns 1996 - 1997
Skills
Equities, Derivatives, Asset Management, Prime Brokerage, Hedge Funds, Options, Financial Services, Finance, Equity Research, Credit, Start-ups, Accounting, Fixed Income, Management, Alternative Investments, Securities, Series 7, Capital Markets, Investment Banking, Electronic Trading, Trading, Bloomberg, Series 63, Portfolio Management
Education
Fordham University 2011 — 2013
MSCi, Computer and InformationScience
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting
Bergen Catholic High School 1988 — 1991
High School
FTN Equity Capital Markets July 2006 - February 2010
Fulcrum Global Partners June 2004 - December 2005
U.S. Trust Company September 2000 - June 2004
U.S. Trust Company February 1999 - September 2000
Merrill Lynch June 1997 - October 1997
Education
Baruch College - Zicklin School of Business
MBA
Fordham University
BS
last, and loving it April 2012 - Present
Color Me Beautiful November 2009 - December 2011
Wilson Gregory Agency January 2002 - November 2008
The Leahy Company March 1997 - November 2001
Prudential 1988 - 1993
Merrill Lynch 1978 - 1983
Blyth Dillon 1978 - 1979
First Boston Corporation 1969 - 1978
First Boston Corporation 1969 - 1978
Best & Company 1961 - 1966
Education
University of Connecticut 1968 — 1969
M.A., Quantitative Economics
Fordham University 1964 — 1968
B.A., Economics
Ogilvy & Mather May 2014 - Present
J.P. Morgan June 2011 - May 2014
J.P. Morgan June 2010 - August 2010
Cohen & Steers January 2010 - May 2010
UBS September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Education
Fordham University 2007 — 2011
BS, Business Administration, Finance
MUFG in the Americas March 2014 - Present
Fisher Investments March 2013 - March 2014
JPMorgan Chase August 2011 - February 2013
Morgan Stanley January 2008 - August 2011
Schulte Roth & Zabel LLP June 2007 - December 2007
Swiss American Securities Inc January 2007 - June 2007
Merrill Lynch January 2006 - June 2006
Education
Fordham University 2004 — 2007
Franklin Square Capital Partners July 2013 - Present
Mufson Howe Hunter & Company June 2011 - July 2013
Macquarie Capital (USA) March 2010 - June 2011
Macquarie Capital (USA) March 2010 - June 2011
Macquarie Capital (USA) August 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Skills
Capital Markets, Trading, Financial Modeling, Equity Derivatives, Financial Analysis, Equities, Investments, Bloomberg, Alternative Investments, Securities, Valuation
Education
Fordham University 2005 — 2009
BS, Finance
St. Joseph's Prep
EY December 2013 - Present
Maxim Magazine April 2012 - December 2013
ALM Media, LLC January 2012 - April 2012
Merrill Lynch January 2011 - September 2011
Fordham University August 2007 - May 2011
New York Islanders June 2010 - September 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Event Management, Social Media, Facebook, Outlook, Sports, Research, Marketing, Sales, Sports Marketing, Editing, Data Analysis, Time Management, Forecasting, Management, Social Networking, Analysis, Accounting, Budgets
Education
Fordham University 2007 — 2011
Finance, Economics
University of Sydney 2009 — 2009
IFSA Butler Study Abroad Program
West Irondequoit High School 2004 — 2006
Merrill Lynch January 2009 - Present
FETC Community Service October 2008 - January 2009
Huggy Bear Tennis Tournament (fundraiser) August 2008 - August 2008
Plaza Flowers, Inc. May 2006 - August 2008
Education
Fordham University 2006 — 2010
Fordham University
Bachelor of Science in Finance; G.L.O.B.E. Specialization
Fordham University
Bachelor of Science, Finance
Cantor Fitzgerald June 2013 - Present
Cantor Fitzgerald June 2012 - August 2012
Chapel Beach Club May 2008 - August 2012
Merrill Lynch July 2011 - August 2011
Skills
Microsoft Office, Windows, Mac OS X, Cpr Certified, Risk Management, Bloomberg
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Business Administration; Finance, Marketing
Merrill Lynch April 2011 - June 2011
Miele Inc. October 2004 - March 2009
SieMatic Corporation January 2002 - July 2004
NuWay Kitchens March 2001 - December 2001
Skills
Sales, Time Management, Marketing Strategy, Account Management, New Business Development, Sales Management, Marketing Communications, Advertising, Customer Service
Education
School of Visual Arts 1994 — 1995
B/W Photography Studies
Fordham University
O P Solutions, Inc. June 2010 - Present
Merrill Lynch January 2010 - May 2010
Fordham University August 2006 - May 2010
Viacom, MTV Networks September 2008 - December 2008
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Digital Marketing, Sales, Client Relations, Enterprise Software, Sales Management, Customer Satisfaction, Negotiation, Management, Sales Presentations
Education
Fordham University 2006 — 2010
B.S. Business Administration, Finance & Marketing
Morgan Stanley February 2013 - Present
Jefferies & Company June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance
Pittsford Mendon High School
Morgan Stanley Smith Barney February 2009 - Present
Merrill Lynch 2002 - 2009
Education
Fordham University 1987 — 1991
BA, Economics
Cesar Batalla March 2008 - Present
Merrill Lynch 1988 - 1995
Merrill Lynch 1988 - 1995
Texaco 1983 - 1988
Skills
Strategic Planning, Nonprofits, Financial Analysis, Management, Team Leadership, Event Planning, Program Management, Risk Management, Project Management, Social Media, Marketing, Leadership Development
Education
Fordham University 1985 — 1988
Master of Business Administration (MBA), Finance, General
Manhattan College 1979 — 1983
Bachelor of Science (BS), Finance and Computer Info. Systems
city of new york July 2013 - Present
Jones Lang LaSalle 1987 - 2012
cushman and wakefield for merrill lynch 2008 - 2009
Merrill Lynch 1996 - 2006
Merrill Lynch 1996 - 2006
doubleday and company September 1978 - July 1987
Skills
Management, Corporate Real Estate, Tenant, Facilities Management, Lease Administration, Real Estate Transactions, Real Estate License, Landlords, Commercial Real Estate, Tenant Representation, Property Management, Leases, Portfolio Management, Asset Management, Vendor Management, Real Estate Economics, Location Intelligence, Real Estate Development, Disposition, Investment Properties, Real Estate, Construction, Lease Negotiations, Brokerage
Education
Fordham University 1992 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Lenox Advisors September 2013 - Present
Merrill Lynch January 2012 - May 2013
Skills
Mutual Funds, Fixed Income, Hedge Funds, Portfolio Management, Equities
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Merrill Lynch May 2013 - Present
Merrill Lynch June 2012 - Present
Skills
Bloomberg Terminal, Wealth Management..., Cold Calling, Microsoft Excel, Market Research, Project Portfolio..., Microsoft Word, Data Entry, Market Analysis, Stock Trading, Microsoft Office, Hold Series 7
Education
Fordham University 2011 — 2015
Finance, General, Junior
Fordham University 2011 — 2015
Accounting and Finance
American Express October 2012 - Present
Brookdale Community College January 2003 - Present
Princeton eCom 2000 - 2002
Merrill Lynch 1998 - 2000
Fordham University 1997 - 1998
UBS 1996 - 1997
Morgan Stanley 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Proficient in Microsoft..., Competitive Analysis, Strategy, Leadership, CRM, Analysis, Program Management, Management
Education
Fordham University 1996 — 1998
Master of Business Administration (MBA), Management Systems (Strategic Planning and International Business Designations), GPA 3.85
The College of New Jersey 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
Lehman Brothers April 2004 - January 2009
Merrill Lynch August 1998 - February 2004
Deutsche Bank February 1997 - July 1998
Alex. Brown & Sons June 1991 - February 1997
Dun & Bradstreet June 1984 - April 1991
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Fordham University 1990 — 1993
MBA, 4.0 GPA
Quinnipiac University 1980 — 1984
Bachelor's degree, Business Administration and Management, General, 3.98 GPA
Merrill Lynch June 2015 - Present
Commuting Students Association (CSA) September 2012 - May 2015
Let's Get Ready June 2014 - August 2014
Step By Step Group Family Daycare September 2011 - August 2014
Skills
Strategic Planning, Social Media, Sales, Marketing, Teaching, Team Leadership, Team Building, Training, Event Planning, Photoshop, Fundraising, Time Management
Education
Fordham University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior