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
Zillow Group November 2012 - Present
Ascent Credit Solutions 2009 - 2012
Merrill Lynch 2005 - 2008
Hibernia National Bank: A Wholly-Owned Subsidiary of Capital One 2004 - 2005
Merrill Lynch 1999 - 2004
Skills
Advertising, Marketing, Web Based Media, Real Estate, Real Estate Economics, Real Estate Websites, Financial Markets, Equity Trading, Equity Indices, Sales, Selling, Salesforce.com, Sales Presentations, Account Management, Asset Management, Mergers & Acquisitions, Lead Generation, Sales Process, Financial Modeling, Business Development, Financial Analysis, Valuation, Corporate Finance, Finance, CRM, Portfolio Management, Cold Calling, Customer Acquisition, Loans, Direct Sales, Equities, Series 7
Education
Fort Lewis College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management
National Outdoor Leadership School 1994 — 1994
Bachelor of Business Administration (BBA), Semester in the Rockies
Facebook June 2015 - Present
Fidelity Investments July 2013 - June 2014
Worcester Polytechnic Institute September 2012 - May 2013
Merrill Lynch October 2012 - December 2012
CrunchTime! Information Systems August 2012 - October 2012
Harvard Management Company May 2012 - August 2012
Skills
Java, C++, C#, Python, JavaScript, SQL, ASP.NET, MyBatis, HTML 5, JUnit
Education
Yale University 2014 — 2015
Master's Degree, Computer Science
Worcester Polytechnic Institute 2010 — 2013
Bachelor of Science, Computer Science, 3.90
Worcester Polytechnic Institute 2010 — 2013
Bachelor of Science, Mathematical Sciences, 3.90
Fudan University 2009 — 2010
Bachelor's degree (Not Finished), Mathematics
Shanghai High School 2006 — 2009
High School
Apple November 2014 - May 2015
Deloitte September 2012 - November 2014
Deloitte June 2011 - August 2011
Merrill Lynch December 2009 - March 2010
Guangdong Development Bank June 2009 - July 2009
Jet Propulsion Laboratory July 2007 - August 2007
Skills
Treasury, Financial Markets, Financial Analysis, Management Consulting, Strategy, Investment Management, Microsoft Excel, PowerPoint, Cash Flow Forecasting, International Business, Project Management, Chinese, Visio, Financial Accounting, Corporate Finance, Equity Research, Variance Analysis, Data Analysis, Finance, Financial Forecasting, Business Operations, Change Management, Technology
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration, GPA: 3.8/4.0
Fudan University 2012 — 2012
Business/Managerial Economics
Glen A. Wilson High School 2004 — 2008
AB June 2015 - Present
Wesleyan University January 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Wesleyan University August 2013 - May 2014
Charleston Aluminum July 2013 - August 2013
World Trade Center Buffalo Niagara June 2013 - July 2013
Psi Upsilon Fraternity August 2012 - December 2012
Wesleyan University August 2012 - September 2012
Lakeshore Sport & Fitness June 2011 - August 2012
Skills
Facebook, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Social Networking, Social Media, Teamwork, Photoshop, Finance, Eviews, Editing, Event Planning, Research, Leadership, Community Outreach, DataInsight, Wealth Management, Economic Research, Bloomberg Terminal, SQL
Education
Wesleyan University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Psychology
Francis W. Parker School 1997 — 2011
Emerging Strategy November 2014 - Present
The Store-Checkers 2014 - November 2014
Daxue Consulting 2014 - 2014
Merrill Lynch August 2012 - August 2013
Artech Inc. Shanghai March 2011 - August 2011
Century Loan Services July 2009 - September 2009
Skills
Microsoft Office, Excel, Essbase, Oracle Applications, Oracle Discoverer, Oracle E-Business Suite, Access, Microsoft Excel, Research, Financial Analysis, Economics, Internal Controls
Education
University of California, Santa Barbara 2008 — 2012
Business Economics, Business
Fudan University 2011 — 2011
Business Economics
CHS
CHS
MB
TubeMogul, Inc. May 2014 - Present
KPMG June 2013 - May 2014
KPMG January 2013 - June 2013
KPMG October 2010 - December 2012
Merrill Lynch January 2009 - May 2009
Skills
Financial Reporting, Auditing, Financial Modeling, External Audit, US GAAP, Microsoft Excel, Financial Analysis, Start-ups, Cross-functional Team..., Business Development, Market Research, Collateral Development, Proposals, Project Management, Event Planning, Learning Film Production, Finance, Strategy, Leadership, Data Analysis, Management
Education
Haas School of Business, UC Berkeley
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fudan University
School of Business and Economics, Chinese Studies, Entrepreneurship, and Marketing
Loos & Co., Inc. October 2014 - Present
US Navy Reserve September 2010 - Present
Merrill Lynch August 2012 - December 2012
NAPA Auto Parts August 2010 - August 2012
United States Navy September 2004 - September 2010
Antietam Automotive June 2003 - September 2004
Skills
Multi Tasking, Business Process, Financial Services, Office Administration, Customer Service, Customer Satisfaction, Project Planning, Strategic Planning, Business Planning, Space planning, Life Transitions, Personnel Management, Personnel Supervision, Military Personnel, Personnel Evaluation, Motivation, Highly detail oriented, Highly motivated..., Event Planning, International..., Determined to Succeed, Weapons Handling, Weapon Systems, Weapons Training, Certified Firearms..., Military Experience, Automotive Parts, Automotive Products, Sales, International Business, Telecommuting, Leading Diverse Teams, Social Media, International Relations, Planned Preventative..., Solutions Focused, Computer Competency, Mac OS, Microsoft Excel, Microsoft Word, PowerPoint, Video Editing, Final Cut Pro, Military, Security Clearance, Military Operations, Navy, Weapons, Tactics, Operational Planning
Education
The University of Connecticut School of Business 2015 — 2018
Master of Business Administration (M.B.A.), International Business
Strayer University (VA) 2013 — 2014
Bachelor of Business Administration (BBA), International Business, 3.6
Hood College 2012 — 2013
Bachelor of Arts (B.A.) - Transferred, Business Management, International Economics and Finance, 3.7
Frederick Community College 2010 — 2011
Associate of Arts (A.A.), Business Administration, 3.6
Alliance Data Retail Services April 2015 - Present
Fidelity National Information Services January 2013 - March 2015
Fidelity National Information Services July 2010 - January 2013
Talon Title Agency January 2004 - August 2009
Arlington Bank August 2002 - January 2004
Merrill Lynch January 2002 - June 2002
Skills
Leadership, Management Consulting, Coaching, Business Development, Project Management, Product Management, Banking, Payments, Financial Services, Risk Management, Management, Business Strategy, Staff Development, Account Management, Customer Service, Strategy, Marketing, Business Analysis
Education
The Ohio State University 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
Franklin University 2007 — 2008
Masters, Business Administration
DCP Midstream June 2009 - Present
KPMG LLP October 2007 - June 2010
KPMG New Zealand 2006 - 2009
KPMG LLP November 2004 - October 2007
KPMG LLP January 2003 - November 2004
Aggregate Industries June 2002 - December 2002
Merrill Lynch December 2001 - May 2002
Skills
CISSP, CISA, Audit, IT Audit, SOX, COBIT, Internal Audit, Risk Assessment, Internal Controls, Process Improvement, Risk Management, Sarbanes-Oxley Act, Sarbanes-Oxley, Governance, SAS70, External Audit, SOX 404, CPA, Big 4, IT Strategy, ITGC, ISO 27001, SSAE 16, US GAAP, Auditing, Business Process, Financial Risk, Accounting, COSO, Enterprise Risk..., Information Security, Information Technology, Assurance, Business Process..., IT Risk Management, SOX Compliancy, Financial Audits, Management
Education
Fort Lewis College 1996 — 2000
BA in International Business, Internaitonal Business, French
Groupe Superior de Commerce 1998 — 1999
Metropolitan State College of Denver 2001 — 2002
Accounting
UBS October 2012 - Present
Merrill Lynch 2000 - 2012
Skills
Wealth Management
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Toms River High School North
Graham Holdings April 2015 - Present
Merrill Lynch May 2013 - September 2014
University of Connecticut October 2012 - May 2013
Robert Half Finance & Accounting May 2012 - October 2012
Franklin Pierce University Athletic Department October 2009 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Finance, High Net Worth..., Private Banking, Investment Banking, Wealth Management..., Customer Service, Budgets, Time Management, Research, Athletics, Invoicing, Intercollegiate..., Field Hockey
Education
Franklin Pierce University 2008 — 2012
Bachelor of Science, Accounting & Finance, Cum Laude
Hilton Central High School 2004 — 2008
NYS Advance Regents Diploma
College Now Greater Cleveland August 2014 - Present
I Know I Can January 2011 - May 2014
Ohio Treasurer of State May 2009 - January 2011
Merrill Lynch April 2005 - May 2009
Merrill Lynch April 2005 - May 2009
Solutions Staffing June 2000 - July 2001
The Kroger Company June 1998 - March 2000
Bank One October 1993 - June 1998
Bank One October 1993 - June 1998
Bank One October 1993 - June 1998
Skills
Public Speaking, Coaching, Academic Advising, Management, Training
Education
Franklin University 2007 — 2009
BS, Applied Management
Columbus State Community College 1993 — 1996
A.A.S, Criminal Justice, Law Enforcement; Corrections
Merrill Lynch January 2007 - Present
Boehringer Ingelheim August 2003 - January 2007
Edward Jones September 1999 - August 2003
Skills
Investment Advisory, Retirement Planning, Wealth Management, Saving for Education, Estate Planning, 529 Plans, Retirement
Education
Freed-Hardeman University 1995 — 1999
BBA, Business
Bolt Athletics February 2015 - Present
Reliance Medical Management November 2014 - Present
AXA April 2011 - April 2013
The Guardian Life Insurance Company of America April 2009 - December 2010
Howard County Public Schools November 2007 - June 2008
Reservoir High School August 2007 - December 2007
Football America May 2005 - October 2007
Merrill Lynch February 2007 - May 2007
Skills
Marketing, Social Media Marketing, Social Media, Sales, Insurance
Education
Towson University 2004 — 2007
Bachelor of Science, Business Management
Howard Community College 2003 — 2004
Frostburg State University 2002 — 2002
Atholton High School 1998 — 2002
Franklin and Marshall College January 2012 - May 2014
Wells Fargo Home Mortgage September 2010 - July 2011
Cristo Rey New York High School July 2010 - August 2010
Merrill Lynch September 2008 - June 2010
Arquitectonica September 2007 - June 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Franklin & Marshall College 2011 — 2015
Cristo Rey New York High School 2007 — 2011
High School Diploma
Self Employed January 2015 - Present
JPMorgan Chase January 2013 - January 2015
McCloy Financial Services March 2012 - December 2012
Merrill Lynch 2010 - 2011
National City Bank/PNC, Business Banking 2008 - 2010
National City Bank August 1993 - December 2008
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Banking, Credit, Consumer Lending, Investments, Portfolio Management, Loans, Cash Management, Credit Analysis, Retail Banking, Sales, Customer Service, Financial Analysis, Wealth Management, Series 6, Life Insurance
Education
Franklin University
Bachelor of Science
Jaime's Designs & Floors January 2011 - Present
RBC Wealth Management - Estate and Trust Services June 2003 - December 2010
Merrill Lynch April 1990 - June 2003
Skills
Team Building, Social Media Marketing, Marketing Strategy, Advertising, Marketing, Strategic Planning, Social Media, Public Speaking, New Business Development
Education
Fresno City College
Merrill Lynch July 2012 - Present
University of Maryland August 2011 - Present
Accenture April 2011 - August 2011
Continental May 2010 - October 2010
L'Oréal September 2009 - December 2009
Shanghai Pudong Development Bank July 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, C++ Language, VBA, Eviews, Matlab, Access, SAP, SPSS, Interpreting, Photoshop, Premier, Microsoft Office, Analytics, Corporate Finance, Asset Managment, Private Equity, Equity Research Analysis, Marketing Communications, Business Strategy, Data Analysis, Financial Accounting
Education
Robert H. Smith School of Business, University of Maryland, College 2011 — 2012
Master of Science, Business; Finance
Fudan University 2007 — 2011
Bachelor of Business Administration, Financial Management
Queen's University 2010 — 2010
Exchange student, Business/Commerce, General
Cornerstone Wealth Management April 2009 - Present
Merrill Lynch February 2005 - April 2009
Investment Professionals Inc. December 1998 - December 2001
Commercial Federal Bank January 1995 - December 1998
Skills
Retirement Planning, Comprehensive Life and..., Estate & Insurance..., Corporate Retirement..., Strategic Financial..., Pensions, Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Advisory, Strategy, IRAs
Education
University of Northern Colorado 1989 — 1992
BS, Business Communications, Masters in Athletic Administration
Fort Hays State University 1986 — 1989
Business Communications
Fort Collins High School 1984 — 1986
Prince Creek Advisors, LLC August 2012 - Present
HSBC Securities September 2007 - May 2008
BNP Paribas September 2002 - September 2007
Merrill Lynch June 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Derivatives, Fixed Income, Financial Analysis, Series 7, Capital Markets, Funding
Education
Fudan University
Genetic Engineering
Wellesley College
B.A., Biochemistry, Economics
Tarte Cosmetics October 2009 - Present
Caudalie March 2008 - October 2009
NARS Cosmetics & John Varvatos Fragrances September 2003 - March 2008
Allied Waste March 2001 - October 2003
Callas Contractors Inc October 1999 - March 2001
JLG Industries January 1999 - September 1999
Merrill Lynch June 1998 - December 1998
Skills
Inventory Management, Budgeting, Retail, Forecasting, Cash Flow, Production Management, Manufacturing Operations, Contract Manufacturing, ERP/CRM, MRP, Management, Operations Management
Education
Frostburg State University 2000 — 2010
MBA
Becker CPA Review 2006 — 2006
CPA
Kutztown University of Pennsylvania 1994 — 1998
M.S. Business Administration
Lancaster School Of Cosmetology 1995 — 1995
Licensed Cosmetologist
Modern Woodmen of America September 2010 - Present
McRae Carriers, LLC September 2007 - January 2009
SC Probation May 2005 - September 2007
Blue Cross/Blue Shield of SC November 1996 - November 2004
Francis Marion University January 1995 - January 1997
Merrill Lynch January 1996 - November 1996
Skills
Insurance, Retirement Planning, IRAs, Fixed Annuities, Roth IRA, Retirement, 401k, Mutual Funds, Strategic Financial..., Life Insurance, Investments, Long Term Care Insurance
Education
Francis Marion University
Bachelors, Business Administration; Finance
Essex Financial Services, Inc. March 2010 - Present
ALBERTUS MAGNUS COLLEGE August 2009 - Present
MHN GOVERNMENT SERVICES January 2008 - September 2013
FIDELITY INVESTMENTS October 1999 - March 2010
ESPN March 1985 - May 2003
Aetna Financial Services October 1995 - July 1999
Shawmut Investment Advisors / MDS Bankmark April 1994 - October 1995
Merrill Lynch October 1991 - April 1994
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Long Term Care Planning
Education
The University of Connecticut School of Business 1995 — 1999
MBA, Marketing
Franklin Pierce University 1990 — 1991
BS, Financial Management
Middlesex Community College 1982 — 1985
AS, Cable Telecommunications
Bank of America / Merrill Lynch February 2013 - Present
Bank of America / Merrill Lynch September 2009 - February 2013
Bank of America December 2004 - April 2009
Merrill Lynch October 1999 - December 2004
Skills
NASD registered Series..., Wealth Management, Retail Banking, Life Insurance, Partnerships, Leading People, Delivering Results, Mortgage Lending, Leadership, Building Relationships, Integrity, Banking, Financial Advisory
Education
Franklin Pierce College
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch January 2004 - Present
UVEST Financial Services March 1998 - December 2001
Lincoln Financial Group June 1995 - February 1998
Wyeth Pharmaceutical August 1984 - March 1995
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Plans Specialist (CRPS)
College of Financial Planning 2001 — 2001
Certified Retirement Planning Consultant (CRPC)
The American College of Financial Services 1995 — 1998
Chartered Financial Consultant (ChFC)
Frostburg State University 1990 — 1994
Master of Business Administration (M.B.A.)
Mansfield University of Pennsylvania 1979 — 1984
Bachelor's Degree, Biology
Madison Credit Management Services October 2003 - Present
Notary Order October 2004 - Present
Freedom Mortgage Corporation January 2003 - October 2003
Merrill Lynch February 1991 - November 2002
Skills
Notary Public, Contract Negotiation, Microsoft Office, Planning, Sales Support, Customer Service, Project Planning, Sales Operations, Loans, Leadership, Management, Training, Conflict Resolution, Executive Presentation..., Business Planning, Business Development, Proactive Monitoring, Client Focus
Education
Fort Lewis College 1986 — 1990
Bachelor of Arts, Business Administration - Marketing
Rampart High School 1982 — 1986
Fordham Urban Law Journal May 2014 - Present
Stewart Occhipinti, LLP May 2014 - August 2014
Immigrant Council of Ireland June 2013 - August 2013
Franklin American Mortgage Company October 2009 - July 2012
Smith Barney May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Westlaw, LexisNexis, Customer Service, Financial Analysis, Management, PowerPoint
Education
Fordham University School of Law 2012 — 2015
Juris Doctor (J.D.)
University of Florida 2005 — 2009
BSBA, Finance
UBS Wealth Management February 2012 - Present
Merrill Lynch February 1997 - February 2012
Paine Webber February 1989 - February 1997
Education
Franklin & Marshall College
Bank of America July 2013 - December 2014
Citi September 2003 - January 2013
Merrill Lynch July 2001 - April 2002
Golden Source November 1992 - June 2001
D’Amato & Lynch 1987 - 1992
Skills
Business Analysis, Commercial Litigation, Risk Management, Due Diligence, Financial Services, Banking, Derivatives, Equities, Investment Banking, Capital Markets, Financial Risk, SDLC, Securities, Requirements Gathering, Business Requirements, Requirements Analysis
Education
Fordham Law School
JD, Law
New York University
BS, Psychology
Santander Investment Services August 2013 - April 2014
Merrill Edge July 2012 - July 2013
Merrill Lynch January 2011 - August 2012
AARP Financial December 2005 - October 2010
Fidelity Investments February 2005 - December 2005
Education
Franklin Pierce University 2001 — 2002
BS, Financial Management
University of New Hampshire 1995 — 1996
A.S., Business Admin
Merrill Lynch 2008 - Present
Morgan Stanley 2006 - 2007
Education
Fort Hays State University 2006 — 2010
MBA studies
NCC 2005 — 2005
BA
Merrill Lynch June 2014 - Present
Guerrilla Fitness Crossfit Morristown March 2014 - March 2015
Morris Rugby Corporation August 2012 - February 2015
Feldman for Assembly August 2013 - December 2013
Curran & Connors, Inc. July 2010 - August 2013
Madison Board of Education December 2009 - June 2010
Madison High School November 2009 - March 2010
Daggett For Governor June 2009 - November 2009
Skills
Team Leadership, Project Portfolio..., Customer Relations, Sales Operations, Corporate Communications, Organizational..., Public Speaking, Account Management, New Business Development, Social Media, Coaching, Leadership, Event Management, Project Management, Fundraising, Management, Recruiting, Training, Customer Service, Research, Microsoft Office, Microsoft Excel, Event Planning, Public Relations
Education
Franklin & Marshall College 2005 — 2009
Bachelor, Government
Madison High School 2001 — 2005
Clarksons January 2015 - Present
Oppenheimer & Co. Inc. October 2014 - December 2014
Oppenheimer & Co. Inc. August 2013 - December 2014
Emerald Asset Management January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Team Leadership, PowerPoint, Capital Markets, Analysis, Equities, Valuation, Bloomberg Terminal, Microsoft Office, Cold Calling, Writing, Business Strategy, Competitive Analysis, Asset Allocation, Trading, Investments, Finance, Research
Education
CFA Level II Candidate 2014 — 2015
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Business
Loomis Chaffee 2006 — 2008
High School Diploma
SEI August 2011 - Present
Feldman, Shepherd, Wohlgelernter, Tanner, Weinstock & Dodig, LLP June 2009 - September 2009
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Financial Reporting, Leadership, Financial Modeling, Research, Access, Financial Analysis, Strategic Planning, Statistics, Social Media
Education
Franklin & Marshall College 2007 — 2011
BA, Economics, Mathematics (Minor)
The Episcopal Academy 1993 — 2007
H.S. Diploma
Raymond James Financial Inc. August 2013 - May 2015
Merrill Lynch March 2005 - August 2013
Skills
Wealth Management, Series 7, Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Financial Services, Credit Risk, Series 63, Equities, Mutual Funds, Private Banking, Portfolio Management, Finance, Asset Management, Investments, Securities, Financial Analysis
Education
Franklin & Marshall College 2000 — 2004
Bachelor of Arts (BA), Business Administration, Management and Operations
Franklin & Marshall College 2000 — 2004
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Merrill Lynch May 2011 - Present
State Farm Insurance August 2009 - August 2011
InTouch April 2008 - August 2009
InTouch June 2005 - April 2006
Skills
Public Speaking, Financial Services, Insurance, Marketing, Marketing Strategy, Social Media, Microsoft Excel, Series 7, Life Insurance, Relationship Management, Term Life Insurance, Wealth Management, Disability Insurance, Long Term Care Insurance, Mutual Funds, IRAs, Retirement Planning, Retirement, Mortgage Lending, Portfolio Management
Education
Fresno Pacific University 2014 — 2015
Bachelor of Arts (B.A.), Business Administration, 3.9
Fresno City College 2008 — 2010
Associate of Arts (A.A.), General Studies
Wall Street Mortgage Company September 2005 - July 2008
Merrill Lynch March 2003 - September 2005
J&M Contractors May 1997 - November 2001
Skills
Work Ethic, Workplace Safety, Proficient Typing Skills, Multi-line Phone, Microsoft Excel, Microsoft Word, Microsoft Office, Client Relations Skills, PowerPoint, Written & Oral..., Booking Systems
Education
Champion School of Real Estate 2002 — 2003
Loan Officer and Mortgage Broker Certification, Banking, Corporate, Finance, and Securities Law
Friends University
Accounting with Emphasis in Finance, Accounting and Finance
Amazon July 2014 - Present
Bruin Consulting October 2011 - January 2014
Cornerstone Research June 2013 - September 2013
Merrill Lynch February 2012 - June 2012
Skills
Leadership, Project Management, Business Strategy, Strategic Planning, Customer Service, Business Analysis, Competitive Analysis, Management, Business Development, Public Speaking, Analysis, Microsoft Excel, Entrepreneurship
Education
University of California, Los Angeles 2010 — 2014
B.A., Business Economics
Fudan University 2014 — 2014
Business Administration, Management and Operations
North Salinas High School 2006 — 2010
COUNTRY Financial® August 2015 - Present
Skyview Networks March 2014 - Present
Merrill Edge February 2013 - 2014
Merrill Lynch November 2010 - 2012
Dex Media March 2009 - November 2010
Clear Channel Communications 2004 - January 2009
KXAM Radio January 2002 - July 2004
IPG February 1998 - January 2002
Skills
Investments, Small Business, Advertising, Marketing, Business Planning, Account Management, Public Relations, B2B, Financial Services, Online Advertising, Strategic Partnerships, Marketing Strategy, CRM, Digital Marketing, Direct Marketing, Strategy, Financial Analysis, Business Development, Mutual Funds, Competitive Analysis, Lead Generation, Salesforce.com, Email Marketing, New Business Development, Analytics, Strategic Financial..., Sales Presentations, Non-profits, Series 7, Portfolio Management, Series 63, Start-ups, Market Research, Mergers, Promotions, Financial Advisory, Stocks, Bonds, IRA's, IRA Rollovers, Estate Planning, Treasury Management, Credit Card Processing, series 66, Life & Health Insurance..., Commercial Insurance, Property & Casualty...
Education
Framingham State College 1976 — 1980
B of Arts, Economics
Acting Studio
acting Studio
acting Studio
Colorado Homes & Design 2014 - Present
Earth Saving Solutions December 2012 - Present
Merrill Lynch November 2011 - December 2012
Premier Financial Services Group May 2009 - October 2011
Farmers Insurance & Financial Services June 2008 - May 2009
Skills
Retirement Planning, Annuities, Insurance, Portfolio Management, Tax, Financial Advisory, Financial Services, Fixed Annuities, Marketing Strategy, Retirement, Wealth Management, Investments, Finance, Customer Service, Marketing, Sales, Mutual Funds
Education
Metropolitan State College of Denver 2003 — 2007
Bachelor, Finance
Front Range Community College
UBS March 2003 - Present
Merrill Lynch October 1998 - March 2003
Education
Stanford University Graduate School of Business
Executive Education
Franklin University
Bachelor's Degree, Finance and Financial Management Services
Upper Arlington
Vanguard June 2014 - July 2015
Merrill Lynch October 2013 - May 2014
Morgan Stanley June 2006 - September 2013
Skills
Series 7, Bloomberg, Wealth Management, Uniform Combined State..., Personal Financial..., Music Business, Excel Models, Business Development
Education
Franklin & Marshall College 2002 — 2006
B.A., Business Management
Moody's Investors Service December 2014 - Present
Moody's Investors Service September 2013 - November 2014
United States Institute of Peace October 2012 - August 2013
Booz Allen Hamilton September 2012 - May 2013
Overseas Private Investment Corporation July 2012 - September 2012
The White House September 2011 - December 2011
US Navy July 2009 - July 2011
The White House November 2009 - February 2010
Merrill Lynch May 2008 - August 2008
Skills
Econometrics, Public Finance, Memo Writing, Political Risk Analysis, Cost Benefit Analysis, International Finance, Public-Private..., Public Policy, Managerial Finance, Stata, Infrastructure Economics, Municipal Bonds, Sub-Saharan Africa, China, Comparative Politics, U.S. Government Budget..., Credit Analysis, Analysis, Finance, Government, Policy Analysis, Economics, International Relations, Data Analysis, Management
Education
Georgetown University 2011 — 2013
Master of Public Policy, International Economic Policy
Fudan University 2012 — 2012
Certificate, Chinese Economics & Public Policy
University of Notre Dame 2006 — 2009
Bachelor of Arts, Economics
Program Executive Office (PEO) Soldier December 2014 - Present
U.S. Army Acquisition Support Center November 2011 - November 2014
USAID May 2014 - June 2014
US ARMY - PEO STRI April 2011 - November 2011
US ARMY - PEO STRI December 2010 - April 2011
US ARMY - PEO STRI July 2010 - December 2010
US ARMY - PEO STRI July 2009 - July 2010
UBS Financial Services May 2008 - June 2008
Rep Nations - The Ford Team February 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Excel, Investments, Financial Analysis, Microsoft Office, Data Analysis, Customer Service, PowerPoint, Microsoft Word, Research, Process Improvement, Public Speaking, Social Media, Project Management, Accounting, Marketing, Analysis, Event Planning, Financial Modeling, Access, Management, Training
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2016
Master of Business Administration (MBA)
Fudan University 2009 — 2009
Chinese Language, Mandarin
University of Florida 2005 — 2009
Bachelor of Arts, Economics; Mandarin Chinese; Business Finance
ProShare Advisors, LLC April 2010 - Present
Merrill Lynch September 2007 - April 2010
Sidley Austin LLP September 2006 - September 2007
Office of Senator Mitch McConnell September 2001 - 2003
Bear Stearns 1999 - 1999
Skills
Hedge Funds, Managed Futures, Mutual Funds, ETFs, ETNs, Derivatives, Indexing, Structured Products, Alternative Investments
Education
Fordham University School of Law 2003 — 2006
Doctor of Law (JD)
Washington and Lee University 1996 — 2000
Bachelor of Arts (BA), History
Merrill Lynch March 2012 - Present
Skills
Portfolio Management, Trust Management, Endowment Management, Foundation Management, Holistic Wealth Outlook, Goals Based Wealth..., Wealth Management
Education
Fort Lewis College 1996 — 2002
Business Administration, Management and Finance
Hartford Funds August 2013 - Present
Benetech, Inc. July 2012 - April 2013
Merrill Lynch July 2003 - April 2012
Ascensus November 2000 - July 2003
Skills
Qualified Retirement..., Retirement Plan..., Profit Sharing, 401k, Defined Contribution, Defined Benefit, Cash Balance, SEP IRA, Simple IRA, SARSEP, Traditional IRA, Roth IRA, Series 7, Series 66, CRPC, CRPS, QPA, QKA
Education
Franklin & Marshall College 1991 — 1996
Bachelor of Arts (B.A.), Biology, General
William Penn Charter School
JPM Financial Services March 2013 - Present
Merrill Lynch October 2009 - March 2013
Bank of America January 2008 - October 2009
Banc of America Investments September 2006 - January 2008
Bank of America April 2004 - September 2006
Citizens Bank April 2001 - April 2004
Skills
Financial Reporting, Banking, Team Building, Financial Markets, Accounting, Microsoft Excel, Leadership, Mortgage Lending, Sales
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Banking, Corporate, Finance, and Securities Law
American Real Estate Academy 2009 — 2009
course, Real Estate Broker
Framingham State College 1999 — 2007
Bachelor of Science in Business Administration
Merrill Lynch June 2011 - Present
Covington Lumberjacks June 2010 - September 2010
Souther New Hampshire University September 2008 - May 2010
Cumberland Salvage Inc. May 2005 - September 2008
Education
Southern New Hampshire University 2008 — 2011
Masters, Marketing
Franklin Pierce University 2005 — 2008
Undergraduate, Marketing
University of Maine 2004 — 2006
Undergraduate, Marketing
JLB Associates January 2015 - Present
Pension Plans Associates March 2005 - January 2015
Pension Plans Associates January 2001 - March 2005
Nationwide Financial Institutions June 1998 - January 2001
Nationwide Financial June 1991 - December 2000
American Skandia November 1997 - June 1998
Nationwide Financial Services June 1991 - November 1997
Benetech, Inc March 1990 - June 1991
Merrill Lynch April 1983 - March 1990
Skills
Sales, Leadership, Banking, Retirement Planning, Pensions, Sales Operations, Pension Funds, Small Business, Investments, Strategic Planning, Insurance, Business Planning, New Business Development, Business Strategy, Employee Benefits, Financial Analysis, Management, Marketing, Customer Service, Budgets, Marketing Strategy, 401k, Retirement Plan..., Retirement, Community Service
Education
University of Michigan-December
Bachelor of Science, Statistics
Franklin University
Post Graduate, Accounting
The Ohio State University
Pre MBA
University of Michigan
Bachelor of Science (BS), Statistics/Natural Resources
Worthington High School
Salem Five Bank May 2013 - Present
Old Colony Financial 2010 - Present
Bank of America December 2011 - May 2013
Richards Financial -NPA 2008 - January 2012
Merrill Lynch 2008 - 2009
TD Bank Group 2002 - 2007
Boston Main Street 2002 - 2007
The Park School, Inc. 1990 - 2007
Imperial Capital Bank 2004 - 2005
Washington Gateway Main Streets 2004 - 2005
Skills
Leadership, Team Leadership, Investments, Banking, Business Transformation, Leadership Development, Wealth Management, Finance, Commercial Banking, Securities, Financial Services, Credit, Loan Origination, Loans, Mergers & Acquisitions, Small Business, Strategic Financial..., Cash Management, Mortgage Lending, Bonds, Start-up Consulting, Underwriting, Portfolio Management, Senior Executive..., Business Development, Mutual Funds, Commercial Lending, Financial Analysis, Strategy, Marketing, Business Planning, Financial Statements, Private Banking, Retail Banking, Cross-functional Team..., Risk Management, Small Business Lending, Marketing Strategy, Asset Management, Credit Analysis, Strategic Leadership, Managerial Finance, Wealth, Series 7, Team Building, Start-ups, Retirement Planning, Financial Advisory, Staff Development, Auditing
Education
Framingham State College 1990 — 1995
Bacholer Dergree, Business
Fullerton College 1989 — 1990
Business
Massachusetts Bay Community College 1985 — 1989
Associates, Accounting
Minuteman 1981 — 1985
American Bankers Association
Commercial Lending
PwC January 2014 - Present
Merrill Lynch April 2011 - October 2013
Skills
Assurance, Microsoft Excel, Financial Analysis, Microsoft Office, Finance, PowerPoint, Accounting, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Analysis
Education
Franklin & Marshall College
Mercer University - Stetson School of Business and Economics
Paulus, Sokolowski and Sartor (PS&S) July 2015 - Present
Merrill Lynch June 2014 - August 2014
Tru-Val Electric Corporation June 2013 - August 2013
Devils Future Lacrosse May 2011 - July 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Franklin & Marshall College 2011 — 2015
Bachelor's Degree, Government, 2015
Merrill Lynch May 2015 - Present
Merrill Lynch February 2014 - May 2015
Merrill Lynch October 1994 - February 2014
Skills
Series 7, Series 63, Sales Compensation, Meeting Planning, Office Management, Compliance, Customer Service, Problem Solving, Microsoft Office, Insurance, Financial Planning, Investments, Finance, Equities, Financial Services, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Securities, Management
Education
University of Rhode Island 1989 — 1990
Franklin Pierce University 1986 — 1989
Psychology
Bank of America Merrill Lynch October 2011 - Present
AFP Inc December 2010 - October 2011
Rakuten Marketing January 2003 - December 2010
JPMorgan Chase April 2000 - 2002
MetLife September 1998 - April 2000
Merrill Lynch September 1997 - September 1998
Skills
Data Warehousing, Data Modeling, Business Intelligence, ETL, Informatica, SDLC, Program Management, Project Management, Data Quality, Enterprise Data..., PL/SQL, DB2, Data Integration, Oracle, Performance Tuning, Agile Methodologies, Microsoft SQL Server, Metadata Management, Information Architecture, Vendor Management, Data Archive, Data Masking and..., Real Time Messaging, Requirement Analyst, XML, Scrum, Change Management, Linked Data, RDF, Semantic Web, Enterprise Data Modeling, ETL Tools, Enterprise Architecture, Database Design, MySQL, Database Administration, Databases, SQL, Sybase, Big Data, Architecture, Master Data Management, Requirements Analysis, Integration, Data Governance, Dimensional Modeling, Erwin, Analytics, Unix
Education
City University of New York-Queens College
Master Degree of Computer Science
New York Institute of Finance
Fudan University
Top Guy International LLC August 2015 - Present
Merrill Lynch May 2014 - June 2015
Delta Sigma Pi December 2014 - May 2015
Delta Sigma Pi May 2014 - December 2014
Decision Fuel September 2013 - December 2013
American Advertising Federation: UCSD (Adwave) September 2012 - June 2013
International Finance and Insurance Services September 2012 - January 2013
City Of Diamond Bar June 2009 - August 2010
Skills
Leadership, Project Management, Business Development, Teamwork, Sales, Business Analysis, Marketing, Research, Microsoft Excel, Data Analysis, Financial Analysis, Market Research, Entrepreneurship, Public Speaking, PowerPoint, Social Networking, Finance, Management, Hand Modeling
Education
University of California, San Diego 2011 — 2015
Bachelor’s Degree, Management Sciences and Quantitative Methods
University of California, San Diego - The Rady School of Management 2011 — 2015
Minor in Business with Marketing Concentration
Fudan University 2013 — 2013
Study Abroad Program, International Studies - Economics
Univar January 2011 - Present
Univar December 2005 - January 2011
Merrill Lynch January 2005 - November 2005
Merrill Lynch August 1999 - January 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, Business Objects, Tableau, Passport, SharePoint, Outlook, Internet Explorer, Adobe Acrobat, Pricing, Forecasting, Billing Process, Strategic Sourcing, Data Analysis, Quality Auditing, Competitive Analysis, Sales Process
Education
Robert Morris University - Illinois 2006 — 2007
Associate's degree, Business Administration and Management, General
Fox College Inc 1998 — 1999
Venmo August 2015 - Present
Merrill Lynch November 2012 - July 2015
Belstone Capital August 2011 - November 2012
Founders Equity May 2010 - August 2010
Credit Suisse May 2007 - July 2009
L.E.K Consulting August 2004 - April 2007
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Management Consulting, Financial Modeling, Strategy, Financial Analysis, Investment Banking, Investments, Marketing Strategy, Operational Due..., Portfolio Management, Corporate Development, Venture Capital, Valuation, Entrepreneurship, Corporate Finance, LBO, Business Analysis, M&A experience, Mergers, Business Development, Executive Management, Corporate Strategy..., Wealth Management
Education
Harvard Business School 2009 — 2011
MBA
Franklin & Marshall College 2000 — 2004
B.A.
Everything But Water November 2014 - Present
DSW October 2013 - November 2014
Sears Holdings Corporation September 2010 - October 2013
Walker Marketing & Consultants May 2009 - August 2010
Newell Rubbermaid February 2007 - June 2008
Newell Rubbermaid June 2005 - January 2007
Merrill Lynch June 2004 - June 2005
Skills
Research, Event Management, Merchandising, Market Planning, Customer Service, Promotions, Marketing Strategy, Microsoft Office, Event Planning, Retail, Photoshop, Marketing Communications, Facebook, Excel, Word, Competitive Analysis, Market Research, Customer Relations, Visual Merchandising, Brand Awareness, Brand Loyalty, Brand Management, Brand Implementation, Email Marketing, PowerPoint, Access, Recruiting, Marketing, Account Management, Sales Management, Direct Marketing, Social Media Marketing, Consumer Products, Marketing Management, Integrated Marketing, Team Leadership, Product Marketing, Customer Insight, CRM, Trade Shows, Multi-channel Marketing, Training, Management, Inventory Management
Education
Franklin University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Ohio State University Fisher College of Business 2001 — 2005
B.A., Marketing
Centerville High School 1997 — 2001
Accenture 2015 - Present
H&M 2015 - 2015
Business Association of Stanford Entrepreneurial Students (BASES) 2011 - 2015
TSiBA Education 2014 - 2014
Apple 2014 - 2014
Adobe 2013 - 2013
Merrill Lynch 2012 - 2012
Pacific Sunwear 2012 - 2012
Academy of Business Leadership 2011 - 2011
Education
Stanford University
Bachelor's Degree, Economics, Management Science & Engineering
University of Cape Town
Freie Universität Berlin
Alhambra High School
JackThreads August 2013 - Present
CAPA May 2011 - June 2013
US Navy March 2007 - March 2011
Merrill Lynch September 2004 - January 2007
Skills
CompTIA A+, CompTIA Network+, CompTIA Security+, Linux Server, VMware, SQLite, VBA, Microsoft Office, Networking, Security, IT Development, System Administration, IT Operations, Management, Customer Service, Troubleshooting, Project Management, Software Documentation, Social Networking, Social Media Marketing, Public Speaking, Social Media, Research, Team Leadership
Education
Franklin University 2011 — 2015
Bachelor of Science (BS), Information Technology
University of Maryland University College 2007 — 2011
Bachelor of Science (BS), Information Technology
Baker Tilly (formerly ParenteBeard affiliate Curtis Financial) June 2015 - Present
Merrill Lynch June 2014 - August 2014
Madison Financial Group Sports June 2013 - August 2013
Keller Williams Real Estate 2008 - June 2013
C-Luxe Strategic Marketing and Special Event Planning June 2012 - August 2012
Skills
Team Leadership, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Communication Skills, Customer Service, Public Speaking, Financial Analysis, Social Media, College Basketball, Strategic Leadership, Portfolio Management, Communication, Leadership, Event Planning, Valuation, Financial Modeling, Mergers & Acquisitions
Education
Sheffield Hallam University 2015 — 2016
Master's degree, Banking & Finance
Franklin & Marshall College 2011 — 2015
Bacholor of Arts, Business, Organizations and Society (BOS) / Psychology Joint Major
Saint Peter's Preparatory School 2006 — 2010
High School
Transamerica Retirement Solutions January 2015 - Present
MetLife December 2013 - December 2014
Merrill Lynch February 2013 - November 2013
Education
Fort Hays State University 2011 — 2013
Bachelor's degree, Business Administration and Management, General
University of North Alabama 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Snowden Lane Partners June 2011 - Present
Christina Seix Academy May 2006 - Present
American Red Cross 2004 - Present
Merrill Lynch 1987 - 2009
US Securities and Exchange Commission June 1984 - October 1987
Skills
Series 7, Series 24, Series 79, Securities, Wealth Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Compliance, Risk Management, Investment Banking, AML, Corporate Governance, Business Strategy, Asset Managment, Legal Compliance, Private Equity, Management, Investments, Investment Advisory, Financial Risk, FINRA, Capital Markets, Banking, Finance, Wealth Management..., Due Diligence, Financial Services, Financial Advisory, Mergers & Acquisitions, Portfolio Management, Strategic Financial..., Financial Planning
Education
The George Washington University Law School 1982 — 1985
JD, Securities Regulation
Franklin & Marshall College 1978 — 1982
BA, History
Coleman Research Group February 2012 - May 2013
Coleman Research Group July 2011 - January 2012
Coleman Research Group February 2010 - June 2011
MAP Alternative Asset Management Co. 2007 - 2008
Merrill Lynch June 2007 - December 2007
University of California, Irvine January 2007 - March 2007
Skills
Qualitative Research, Hedge Funds, Economics, Analysis, Asset Management, Market Research, Training, Strategic Planning, Investments, Sales, Business Strategy, Private Equity, Valuation, Data Analysis, Equities, Corporate Finance, Financial Analysis, Financial Modeling, Market Analysis, Business Planning, Analytics, Research, Emerging Markets, Competitive Analysis, Strategy, Business Development, Financial Markets, Business Analysis, Management, International Business, Relationship Management, Alternative Investments, Financial Services, Capital Markets, Management Consulting
Education
Fudan University 2009 — 2009
EAP, Economics, Business
University of California, Irvine
Business Economics, Political Science
Saatchi & Saatchi August 2014 - Present
Carat USA October 2013 - August 2014
Merrill Lynch June 2012 - August 2012
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), English
St. Lukes School
Merrill Lynch February 2014 - Present
UBS Wealth Management October 2012 - November 2013
UBS Wealth Management July 2012 - September 2012
UBS Wealth Management June 2011 - August 2011
New York Yankees May 2010 - July 2010
U.S. Senator Mark Warner June 2009 - August 2009
Skills
Series 7, Series 66
Education
Franklin & Marshall College 2008 — 2012
Bachelor's degree, Political Science and Government
Deutsche Bank August 2014 - Present
Merrill Lynch December 2013 - August 2014
Lender Processing Services, Inc. (LPS) January 2013 - October 2013
Lender Processing Services, Inc. (LPS) 2012 - January 2013
Lender Processing Services, Inc. (LPS) October 2011 - January 2013
Agile Global Solutions, Inc May 2011 - September 2011
Agile Global Solutions, Inc January 2011 - May 2011
Theta Phi Alpha - Alpha Zeta Chapter January 2009 - January 2010
Skills
Customer Service, Microsoft Office, Data Entry, Leadership, Research, Marketing, Social Media Marketing, Time Management, PowerPoint, Microsoft Excel, Marketing Communications, Team Building, Strategic Planning, Analysis, Management
Education
Franciscan University of Steubenville 2007 — 2011
Bachelor of Science, Marketing
ATI Holdings, LLC 2008 - Present
Center for Global Initiatives 2005 - Present
College of Medicine, University of Illinois at Chicago 2003 - Present
ValueOptions 1999 - Present
Flying Doctors of America 1997 - Present
John Wiley and Sons 1990 - Present
Praeger Publishing 1988 - Present
Merrill Lynch 2006 - Present
Northwestern University, Feinberg School of Medicine 2003 - August 2014
American Psychological Association 2010 - 2013
Skills
Start-ups, Training, Angel Investing, Big Data, Healthcare, Public Speaking, Entrepreneurship, Leadership, Clinical Research, Research, Teaching, Program Development, Publishing, Strategic Planning, Nonprofits, Leadership Development, Wellness, Coaching, Grants, Program Management, Editing, Organizational..., Program Evaluation, Workshop Facilitation, Management, Fundraising, Team Building, Grant Writing, Personal Development, Policy, Public Health, Health, Administration, Writing, Mentoring, Survey Research, Psychology, Mental Health, Global Strategy, Dignity, Non-profit Leadership, Academia
Education
The University of Chicago - Booth School of Business 1993 — 1994
Management
Harvard Medical School 1988 — 1988
Post-Doctoral Fellow, Neuro-developmental Behavioral pediatrics
Forest Institute of Professional Psychology 1981 — 1985
Doctorate, Clinical psychology
Indiana University-Purdue University at Indianapolis 1977 — 1981
BS, Psychology w/Honors
Indiana University-Purdue University at Indianapolis 1977 — 1979
AAS, Architectural Technology
Merrill Lynch July 2014 - Present
King Soopers May 2012 - July 2013
Benihana July 2011 - December 2012
Skills
Leadership, Filing, Organization, Customer Service, Customer Satisfaction, Teamwork, Phone Etiquette, Problem Solving, Communication, Advising People
Education
ASU 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Business/Management
Front Range Community College 2011 — 2013
Associate of Arts (AA), Accounting and Business/Management
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley Smith Barney May 2005 - July 2012
UBS Financial Services January 2001 - May 2005
RBC August 1997 - January 2001
Merrill Lynch August 1994 - August 1997
Harlow Butler 1993 - 1994
Instinet Corporation 1992 - 1993
Phibro LLC 1990 - 1992
Education
Thunderbird School of Global Management 1988 — 1990
Master of International Management, Business
University of Washington 1982 — 1986
BA, International Relations
Fudan University 1984 — 1984
Summer Program, Chinese
University of South Carolina-Columbia 1981 — 1982
Business Administration and Management, General
Spartanburg High School 1978 — 1980
High School
Riverside Military Academy 1976 — 1977
Pulte Mortgage July 2002 - Present
Nextel May 1999 - June 2002
Charles Schwab & Co. Inc. August 1989 - November 1998
Merrill Lynch May 1983 - May 1989
Skills
Blended Learning, Coaching, Soft Skills, Leadership Development, Customer Relations, Technical Training, SOP, Instructional Design, Call Center, Training Delivery, Needs Analysis, Mentoring, Curriculum Design, Instructor-led Training, Team Building, Staff Development, Technical Writing, ADDIE, Hiring, Team Management, Employee Relations, Onboarding, Curriculum Development, Team Leadership, Compliance, Call Centers, Leadership, Customer Service, CRM, Management, Training, Mortgage Lending
Education
Fort Lewis College 1977 — 1981
BA, Business Administration
Endo Pharmaceuticals 2014 - Present
Novartis April 2008 - April 2014
Solvay Pharmaceuticals 2000 - 2007
Merrill Lynch 2000 - 2001
Encorp 1999 - 2000
Skills
Pharmaceutical Industry, Outside Sales, Pharmaceutical Sales, Endocrinology, Urology, Cardiology, OB/GYN, Gastroenterology, Sales Effectiveness, Nephrology, Pulmonology, Rheumatology, Neurology, Osteoporosis, Dermatology, Hospital Sales, Managed Care, Hematology, Capital Equipment, Diabetes, Allergy, Sales Operations, Medical Devices, Buy, Hospitals, Product Launch, Sales Force Development, Oncology
Education
Fort Lewis College 1981 — 1985
BA, Business Administration
Air Academy High School 1979 — 1981
The Nature Conservancy 2014 - Present
Montgomery School 2005 - 2014
The Winsor School 2002 - 2005
Merrill Lynch 1999 - 2002
ACCION International 1997 - 1999
The Nature Conservancy 1994 - 1997
Roxbury Comprehensive Community Health Center 1992 - 1994
Catholic Near East Welfare Association 1988 - 1990
Skills
Annual Giving, Stewardship, Planned Giving, Alumni Relations, Event Management, Annual Fund, Leadership, Strategic Planning, Philanthropy, Solicitation, Raiser's Edge, Volunteer Management, Management, Fundraising, Grants, Direct Mail, Grant Writing, Nonprofits, Public Speaking, Program Development, Community Outreach
Education
New York University 1990 — 1992
MPA, Public Administration
Franklin & Marshall College 1982 — 1986
BA, Sociology
L.E.K. Consulting 2012 - Present
Moelis & Company 2011 - 2011
Merrill Lynch 2010 - 2010
AnewAmerica Community Corporation 2010 - 2010
Griffin Partners 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Lincoln Financial Group 2009 - 2009
Skills
Management Consulting, Strategy Development, Investment Banking, Private Equity, Venture Capital, Structured Finance, Equity Trading, Fixed Income, Financial Modeling, Strategy, Finance, Corporate Development, Valuation, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fudan University
BS, Business Administration and Management, General
Facilitec, Inc March 2015 - Present
Merrill Lynch January 2014 - February 2015
Vantage Self Directed Retirement Plans October 2012 - January 2014
Vantage Self Directed Retirement Plans May 2012 - October 2012
Miles Investigations September 2011 - April 2012
Franklin and Marshall College Phone-A-Thon September 2008 - January 2011
King County Hospital Center June 2010 - August 2010
Camp Matoaka June 2008 - August 2010
Beginnings Child Care Center May 2007 - August 2009
Skills
Customer Service, Coaching, Management, Human Resources, Teaching, Sales, Fundraising, Marketing, Microsoft Word, PowerPoint, Behavior Analysis, Microsoft Excel, Software Documentation, Research, Event Planning, Data Analysis, Microsoft Office, Social Media
Education
Franklin & Marshall College 2007 — 2011
BA, Psychology, Sociology
Syracuse University in Madrid 2010 — 2010
Study Abroad Program, Psychology, Spanish
The Rivers School 2002 — 2007
High School
University of Miami Summer Scholars 2006 — 2006
College Credit, Classes included Forensic Science and Forensic Anthropology
Jones Day October 2011 - Present
Fordham Law School August 2008 - December 2011
Weil Gotshal and Manges July 2010 - August 2010
Jones Day May 2010 - July 2010
Weil Gotshal and Manges May 2009 - August 2009
Merrill Lynch August 2005 - August 2008
Skills
Legal Research, Legal Writing, Securities, Corporate Law, Civil Litigation, Westlaw, Corporate Governance, Legal Assistance, Mergers & Acquisitions, Private Equity, Joint Ventures
Education
Fordham University School of Law 2008 — 2011
J.D., Corporate Law & Intellectual Property
Universiteit van Amsterdam 2010 — 2010
Yale University 2001 — 2005
B.A., Political Science
Raymond James July 2010 - June 2013
Merrill Lynch June 2009 - August 2009
Education
UNC Chapel Hill 2006 — 2010
Business Administration, Finance
Freie Universität Berlin 2007 — 2007
German
Merrill Lynch March 2015 - Present
Venture Law Partners P.C. January 2009 - Present
Philippine Development Foundation and Ayala Foundation USA 2007 - Present
Science and Technology Advisory Council 1995 - Present
SmartOrbis, Inc. February 2014 - March 2015
Narra Systems, Inc. January 2013 - March 2015
GMDE Holdings, Inc. 2012 - March 2015
ValuQuest International 2009 - March 2015
Stanford University Buck/Cardinal Club 2009 - September 2014
Cheryl Burke Dance, LLC 2008 - July 2011
Skills
Private Equity, Venture Capital, Mergers, Corporate Finance, Corporate Development, M&A experience, Venture Financing, Capital, Joint Ventures, Due Diligence, Angel Investing, Entrepreneurship, Financial Modeling, Start-ups, IPO, Investor Relations, Mergers & Acquisitions, Strategic Partnerships, Management, Restructuring, Alternative Investments, Emerging Markets, Finance, Valuation, Business Strategy, Asset Management, Portfolio Management, Strategy, Corporate Governance, Acquisitions, Business Modeling, Acquisition Integration, Investments, Business Valuation, Executive Management, Corporate Law, Investment Banking, Leveraged Finance, Project Finance, Divestitures, Financial Structuring, Licensing, Private Placements, Capital Markets, LBO, Board of Directors, Structured Finance, Strategic Alliances, Securities, Hedge Funds
Education
Stanford University Graduate School of Business
MBA, Finance and Corporate Strategy
Fordham University School of Law
J.D., Law
University of Washington
M.S.Ch.E., Chemical Engineering
Georgia Institute of Technology
National Science Foundation Fellow, Industrial Engineering and Operations Research
University of Santo Tomas
B.S.Ch.E., Summa Cum Laude, Chemical Engineering
Merrill Lynch April 2015 - Present
Lutheran Services in Iowa August 2013 - April 2015
WesleyLife July 2011 - August 2013
Iowa State University Foundation July 2008 - July 2011
Nebraska Alumni Association March 2002 - June 2008
Xerox Corporation August 2000 - February 2002
Dell April 1997 - April 2000
Skills
Fundraising, Event Planning, Philanthropy, Nonprofits, Leadership, Volunteer Management, Strategic Communications, Board Development, Public Speaking, Alumni Relations, Research, Annual Giving, Higher Education, Program Management, Community Outreach, Event Management, Planned Giving, Grants, Grant Writing, Budgets, Stewardship, Program Development, Newsletters, Major Gift Development, Capital Campaigns, Non-profit..., Public Relations, Donor Management, Media Relations, Fundraisers, Donor Research, Annual Fund, Community Development, Major Gift Solicitations, Moves Management, Non-profit Board..., Integrated Marketing, Volunteer Training, Prospect Research, Campaign Strategies, Editing, Non-profit Leadership, Direct Mail Fundraising, Gift Planning, Donor Recognition, Donor Engagement, Capital Campaign..., Grassroots Organizing, Major Gift Cultivation, Marketing Communications
Education
The University of Texas at Austin 1992 — 1993
B.S., Kinesiolgy
Frostburg State University 1989 — 1991
Signator Investors, Inc. November 2013 - Present
Army National Guard July 2012 - Present
Members Financial Services July 2013 - November 2013
Investors Capital April 2012 - June 2013
Sovereign Bank September 2011 - February 2012
John Hancock November 2010 - June 2011
Merrill Lynch September 2007 - October 2010
Upromise 2010 - 2010
Fidelity Investments January 2006 - January 2007
American General Financial Services 2004 - 2005
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24
Education
Franklin Pierce University 2003 — 2005
MBA, Leadership in Management
Keene State College 1998 — 2002
BS, Management
salem high school 1994 — 1998
Merrimack College
CFP Coursework, CFP prep
Deloitte & Touche LLP August 2014 - Present
Lemma Senbet Fund April 2013 - May 2014
Baker Tilly Virchow Krause, LLP June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Spanish, Financial Analysis, Economics, Event Planning, Customer Service, Financial Accounting, Cost Accounting, Financial Modeling, Valuation, Financial Statement..., DCF Valuation, Bloomberg, Equity Research
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Senior
Fudan University 2012 — 2012
Rakuten Card Co. December 2014 - Present
Rakuten Card Co. July 2014 - Present
Rakuten July 2014 - December 2014
Rakuten April 2014 - July 2014
Merrill Lynch February 2012 - March 2012
UBS Wealth Management June 2011 - August 2011
San Francisco Pretrial Diversion Project September 2009 - December 2009
Summer Bridge Hong Kong May 2007 - August 2007
Skills
Salesforce.com, Microsoft Office, Financial Analysis, Japanese, Chinese, Research, Social Media, Customer Service, Social Networking, Event Planning, Market Research
Education
慶応義塾大学 / Keio University 2012 — 2013
Japanese Language and Finance
University of California, San Diego 2008 — 2013
Bachelor of Arts (B.A.), International Studies: Economics
The University of Hong Kong 2011 — 2011
Business and Economics
Fudan University 2010 — 2011
International Studies: Economics
San Francisco University High School 2004 — 2008
Marsh & McLennan Companies, Inc. August 2014 - Present
Barclays Capital April 2010 - August 2014
MetLife October 2008 - April 2010
Lehman Brothers April 2007 - September 2008
Merrill Lynch April 2006 - March 2007
MetLife December 1999 - May 2006
PriceWaterhouseCoopers, LLC August 1995 - November 1999
Skills
Budgets, Business Development, Career Development, Enterprise Software, Executive Management, Fixed Income, Forecasting, Leadership, Operational Risk, PMO, PMP, Portfolio Management, Process Improvement, Program Management, Project Management, Project Portfolio..., Risk Management, Strategic Planning, Team Building, Vendor Management, Business Analysis, IT Strategy, Prime Brokerage, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
MBA
University of Virginia 1990 — 1993
MA
Franklin & Marshall College 1985 — 1989
1989
Vinoleo Solution & Services Corporation September 2007 - Present
Ciber January 2008 - March 2008
Merrill Lynch March 2007 - November 2007
Emerging Health IT November 2006 - January 2007
Vonage March 2006 - August 2006
Linkair Communications Inc. July 2004 - July 2005
ADC Telecommunications 2000 - 2003
SS8 Networks 2000 - 2003
Motorola 1996 - 1999
Skills
Integration, PMP, Requirements Analysis, Project Portfolio..., Enterprise Software, SDLC, Project Management, Project Planning, Outsourcing, Management, Strategy, Disaster Recovery, PMO, Networking, Program Management, Vendor Management, Security, Telecommunications, Contract Management, Procurement, Software Project..., MS Project, Risk Management, Business Intelligence, Scrum, Agile Methodologies, Management Consulting, Architecture, Business Process, Infrastructure, Certified Scrum Master..., Agile, System Architecture, IT Strategy, Cloud Computing, Quality Assurance, Change Management, IT Management, Operations Management, Employee Relations, Business Analysis, Agile Project Management, Governance, Software Development, Information Security, SaaS, Business Management, BIM, 3D Printing, 3D Modeling
Education
NYU Stern School of Business 2011 — 2012
Certificate
Project Management Institute 2005 — 2005
PMP
National University of Singapore 1997 — 1999
MSEE
Fudan University 1986 — 1990
Bachelor
Superior Plus Energy Services April 2015 - Present
Various clients in airline oil gas and tech November 2012 - April 2015
Fluor May 2012 - November 2012
Suncor Energy December 2006 - May 2012
TELLnGO March 2001 - August 2006
Mitchell Madison Group (McKinsey & Co spin off) 1999 - 2001
Monsanto Company May 1998 - August 1998
KPMG September 1994 - August 1997
Merrill Lynch 1993 - 1994
Skills
Cross-functional Team..., Management Consulting, Change Management, Management, Managerial Finance, Business Strategy, Business Planning, Accounting, Business Process..., Financial Reporting, Finance, Budgets, Team Leadership, Strategic Planning, Leadership, Executive Management, Start-ups, Operational Excellence, Problem Solving, Forecasting, Cost Reduction, Oil / Gas / Energy/ Oil..., Performance Management, Manufacturing, Business Process, Project Planning, Acquisition Integration, International, Auditing, Turn Around Management, Corporate Finance, Restructuring, Profit Improvement, Financial Goals, Risk Management, Accruals, Turnarounds, International Team, LRP, Stewardship, Technology..., Data Transformation, Business Intelligence, Consulting, SAP, Sarbanes-Oxley Act, Financial Modeling, Integration, Data Science, Big Data
Education
Institute of Chartered Accountants of British Columbia 2007 — 2010
CA
University of Michigan 1997 — 1999
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA
AICPA/NASBA 1994 — 1996
CPA
Franklin & Marshall College
BA
St. Xavier School - Delhi
U.S. Army September 2011 - Present
U.S. Army September 2006 - September 2011
U.S. Army March 2005 - September 2006
Merrill Lynch 1998 - 2000
Acxiom 1997 - 1998
Skills
Security Clearance, Technical Support, Security, DoD, Information Assurance, Software Documentation, Windows Server, Military Operations, Government, Program Management, Information Technology, Networking, Leadership Development, XP, Help Desk Support, Military, Army, Military Experience, Operating Systems, Operational Planning, Intelligence Analysis, National Security, Windows XP, Desktop Support, Organizational..., Defense, Hardware, Windows 7 Migration, User State Migration..., Blackberry
Education
Fort Lewis College 1988 — 1993
Bachelor of Arts, Business Administration and Management, General
Merrill Lynch
Skills
Retirement Planning, Private Wealth..., Estate Planning, Tax, Insurance Planning, Education, Series 7, Series 66, 401k Rollovers, Long Term Care, Debt Management, Certified Financial..., Life Insurance, Strategic Financial..., Financial Planners, Retirement, Wealth Management, Wealth Management...
Education
Frostburg State University 1996 — 2000
Bachelor, Finance, Economics
Merrill Lynch May 2015 - Present
Legacy Youth Tennis and Education October 2011 - Present
Arthur Ashe Youth Tennis and Education Center September 2009 - Present
Liberty Seafood Inc June 2014 - May 2015
Independence Fish Company April 2009 - April 2015
Orrick, Herrington & Sutcliffe LLP June 2007 - August 2007
Skills
Sales, Social Media, Microsoft Office, Public Speaking, Event Planning, New Business Development, Event Management, Marketing, Social Media Marketing, Nonprofits, Market Research, Leadership, Customer Service, PowerPoint, Strategic Planning, Research, Microsoft Excel
Education
Franklin & Marshall College 2003 — 2008
Bachelor of Science, Finance
Financial Industry Regulatory Authority December 2012 - Present
FINRA June 2008 - February 2013
Laundry Connect, Inc. September 2005 - May 2008
NASD June 2007 - August 2007
Northwestern Mutual January 2007 - May 2007
Merrill Lynch May 2006 - August 2006
Skills
Financial Modeling, Securities, Financial Analysis, Bloomberg, Valuation, Equities, Fixed Income, Due Diligence, Capital Markets, Business Analysis, Economics, Microsoft Office, Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 2004 — 2008
Business/Government, Economics
St. Augustine Prep 2000 — 2004
Investors Bank August 2014 - Present
Capital One Bank September 2007 - August 2014
Nelligan Sports Marketing 2002 - 2007
Polymer Group Inc. 1999 - 2002
Merrill Lynch 1987 - 1992
Skills
Small Business Lending, Small Business Marketing, Entrepreneurship, Coaching, Marketing, Sales, Sales Management, Banking, Consumer Lending, Loan Origination, Retail Banking, Customer Service, Customer Retention, New Business Development, Leadership, Financial Services, National Accounts, Territory Account..., National Account..., Financial Analysis, Loans, Marketing Strategy, Mortgage Lending, Relationship Management, Strategic Planning, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Risk Management
Education
Franklin & Marshall College 1980 — 1984
BA History
Midwood HS
Client One Securities, LLC December 2012 - Present
Associates Group of Companies March 2004 - Present
Sunset Financial Services, Inc* 2004 - December 2012
MetLife 2001 - 2004
Merrill Lynch January 1999 - December 2001
Education
Frostburg State University 1992 — 1998
BS, Pre- Med
Liberty Mortgage Corp. AVP, Secondary MarketingMerrill LynchMarch 1993 - October 2002
merrill lynch 1993 - 2002
Bank Boston March 1992 - March 1993
Education
Franklin University 1985 — 1988
BS, Finance
Mission Critical Partners, Inc May 2013 - Present
GRS January 1998 - February 2013
TouchPoint, Inc, King of Prussia, PA February 1996 - January 1998
Lancaster/Lebanon July 1993 - February 1996
Merrill Lynch July 1989 - June 1993
Skills
Electrical, Negotiation, Sales Management, Start-ups, Strategy Development, New Business Development, Marketing Strategy, Product Marketing, Consultative Selling, Business Planning, Strategic Planning, Telecommunications, Customer Relations, VoIP, Coaching, Team Building, Business Strategy, Executive Management, Customer Service, Selling, Strategy, Leadership, Electricians, Program Management, Direct Sales, Project Management, Management, Contract Negotiation, Sales, Management Consulting, Team Leadership, Entrepreneurship, Data Center
Education
Franklin & Marshall College 1985 — 1989
BA, business & economics
Penn State – College Of Technology: Harrisburg, PA
Fosun Group November 2014 - Present
Ping An Group/Lufax (陆金所) March 2014 - October 2014
Credit Suisse June 2003 - February 2014
Merrill Lynch May 2002 - June 2004
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Valuation, Financial Modeling, Structured Products, Bloomberg, Structured Finance, Asset Management, Credit Derivatives
Education
University of Alabama 1996 — 1999
Doctor of Philosophy (Ph.D.), Finance, General
Fudan University 1991 — 1996
Bachelor of Science (BS), Economics
Gramercy Funds Management LLC ("Gramercy") September 2015 - Present
Magnetar Capital October 2014 - May 2015
Deutsche Bank November 2013 - October 2014
UBS Investment Bank March 2013 - October 2013
Merrill Lynch August 2011 - April 2012
Morgan Stanley Wealth Management November 2008 - August 2011
UBS June 2007 - November 2008
Skills
Series 7, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Investments, Asset Allocation, Hedge Funds, Series 63, Bloomberg, Customer Service, Portfolio Management, Mutual Funds, Finance, Equities, Fixed Income, Capital Markets, Management, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Human Resources, Event Planning, Microsoft Word
Education
Franklin Pierce College 1993 — 1999
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Wilton High School 1990 — 1993
High school Diploma
Clay Consulting LLC June 2014 - Present
Barclays Investment Bank January 2014 - June 2014
Morgan Stanley January 2000 - December 2013
Bressler, Amery & Ross, P.C. 1997 - 2000
Morgan Stanley Dean Witter December 1995 - December 1997
Merrill Lynch June 1993 - December 1995
Cantor Fitzgerald 1991 - 1993
Skills
Litigation, Securities, Securities Regulation, FINRA, Corporate Governance, Internal Investigations, Risk Management, Commodity
Education
Fordham Law School
Doctor of Law (J.D.)
Syracuse University
Bachelor of Arts (BA), International Relations
The Janus Foundation 2015 - Present
Janus Capital Group 2012 - Present
Merrill Lynch 2004 - 2012
United Services Planning Association 1998 - 2004
US Army 1994 - 1998
Education
Wharton Business School 2011 — 2011
Executive Education, Investment Management Consultants Association
The Johns Hopkins University - Carey Business School 2007 — 2011
MBA, Finance
Frostburg State University 1990 — 1994
BA, Business
Adobe May 2015 - Present
Cisco July 2014 - April 2015
Cisco Systems September 2012 - July 2014
Cisco Systems August 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - December 2010
Cisco June 2010 - August 2010
Merrill Lynch August 2009 - November 2009
Palo Alto Medical Foundation June 2009 - August 2009
Stanford University Medical Center June 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Internal Controls, Strategy, Data Analysis, Analytics, Deal Flow, Risk Analysis, Business Process, Account Management, Internal Audit, Deal Shaping, Microsoft Office, Microsoft Excel, SQL, Access, Cross-functional Team..., Planning Budgeting &..., Financial Reporting, Financial Analysis
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Fudan University 2011 — 2011
Education Abroad Program, Business Administration and Economics in China
Gunn High School 2004 — 2007
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch 2000 - 2009
Prudential Financial 1999 - 2000
Citi 1996 - 1999
Harvard University 1994 - 1996
Skills
Portfolio Management, Risk Management, Capital Markets, Credit, Derivatives
Education
University of Wisconsin-Madison
Master's Degree, Statistics
Fudan University
Bachelor's Degree, Applied Mathematics
Griffith Laboratories Corporate Research ChefGriffith LaboratoriesSeptember 2013 - Present
Gourmet Boutique 2011 - August 2013
Gourmet Boutique 2006 - 2011
Merrill Lynch 2004 - 2006
ritz carlton central park 2002 - 2004
Skills
Problem Solving, Budgeting, Excel, Planning, Analysis, Production, Word, Customer Service, Food, Team Leadership, Cooking, Inventory Management, Catering, Restaurants, Product Development, Menu Development, Culinary, HACCP, Food Safety, Research, Food Industry, Menu Design, Start-ups, Food Science, Flavors, Negotiation, Strategic Planning, Packaging, Team Building, Coaching, Culinary Skills, Chef, Ingredients, Food Processing
Education
The Culinary Institute of America 2000 — 2002
A.O.S., Culinary Arts
Franklin College 1995 — 1999
BA, Biology
Merrill Lynch March 1999 - Present
Tucker Anthony & RL Day July 1981 - September 1991
Skills
Retirement Planning, Financial Planning, Asset Allocation, Investments, Strategic Financial..., Retirement, Series 7, Wealth Management, Financial Services, Series 63, Investment Advisory, FINRA, Mutual Funds, Financial Advisory
Education
Framingham State College
Bachelor of Science, Food and Nutrition
Xcel Energy August 2014 - Present
ProBuild June 2013 - August 2014
Johns Manville December 2002 - June 2013
Merrill Lynch August 1992 - June 2002
Skills
Project Management, Six Sigma, Enterprise Software, Unix, Technical Support, Business Development, Procurement, Human Resources, Microsoft Technologies, Process Improvement, Business Analysis, Internal Audit, IT Management, Business Intelligence, Vendor Management
Education
Metropolitan State College of Denver 1994 — 1997
BS Computer Information Systems & Management
Fort Lewis College
Pontis Capital Mgt. executive directorMorgan Stanley1993 - 2006
Merrill Lynch 1973 - 1993
Merrill Lynch 1973 - 1993
Education
C.C.N.Y.-Bernard Baruch Graduate Business School 1967 — 1969
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1964 — 1967
Bachelor's Degree, govt.
PwC June 2015 - Present
Risk Management Association NY Chapter August 2009 - Present
Capital Markets Credit Analysts Society, CMCAS 1995 - Present
KCG Americas LLC 2009 - 2014
UBS Investment Bank 2004 - 2009
J.P. Morgan (Bank One) 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1999 - 2000
Deutsche Bank (Bankers Trust) 1992 - 1999
J.P. Morgan (First National Bank of Chicago) 1985 - 1992
Skills
Series 7, Counterparty Risk, Credit Risk, Market Risk, Liquidity Risk, Stress Testing, Regulatory Risk, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Enterprise Risk..., Credit Analysis, Futures, Fixed Income, FX, Repos, Securities Lending, Credit Derivatives, Financial Institutions, Equity Derivatives, Due Diligence, Financial Markets, Options, CDS, Financial Risk, FX Options, Structured Products, Securitization, Credit, Equities, Operational Risk, Structured Finance, Investment Banking, Loans, Trading, Bonds, Risk Management, Operational Risk..., Emerging Markets, Securities, Finance, Banking, ISDA negotiations, Alternative Investments, Swaps, Electronic Trading, Trading Systems, Hedging, Bloomberg
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Georgetown University
B. Sc., Finance (Minor: Economics)
Worcester Academy
Francis W. Parker School
Anshe Emet
Florida Community Bank February 2010 - Present
Bond Street Holdings LLC February 2009 - Present
Children's Cancer and Blood Foundation October 2006 - April 2012
Indosuez Capital April 1992 - August 2000
Kidder Peabody September 1989 - March 1991
Drexel Burnham Lambert March 1985 - September 1989
Merrill Lynch January 1982 - January 1985
Warburg Paribas becker 1982 - 1983
Hurdman and Cranstoun August 1978 - August 1980
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Restructuring, Mergers, Financial Services, Asset Management, Credit, Equities, Leveraged Finance, Financial Analysis, Due Diligence, Capital Markets, Corporate Development, Strategy, Financial Modeling, Portfolio Management, Risk Management, Valuation, Venture Capital, Banking, Fixed Income, Hedge Funds, Alternative Investments, Private Placements, Trading, Financial Structuring, Securities, Bonds, Emerging Markets, Asset Managment, Corporate Finance, Auditing, Executive Management, Structured Finance, Investor Relations, Finance, Investment Management, IPO, LBO, Financial Markets, Financial Institutions, Treasury Management, Investment Advisory, Management, Loans, Start-ups, Derivatives, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, FINANCE
Franklin & Marshall College 1975 — 1978
AB, Accounting
Bank of America Merrill Lynch June 2011 - Present
Barclays Capital July 2009 - June 2011
Merrill Lynch June 1988 - June 2009
Skills
Securities, FINRA, AML, Securities Regulation, Series 24, Capital Markets
Education
Fordham University School of Law 1996 — 2000
JD, Law
Rider University 1992 — 1995
BSBA, Business Administration
Merrill Lynch August 2010 - Present
Center for Economic Progress August 2009 - August 2010
Ameriprise Financial March 2005 - July 2010
Skills
Series 7, Finance, Series 66, Investments, Mutual Funds, Financial Analysis, Bloomberg, Strategic Financial..., Securities, Asset Management, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Awesomeness, Financial Planning, Uniform Combined State...
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Northeastern Illinois University 2007 — 2010
BS, Finance and Economics
JPMorgan Chase March 2010 - Present
Shearman and Sterling August 2000 - March 2010
Merrill Lynch March 1992 - August 2000
Skills
Securities Regulation, IPO, Capital Markets, Corporate Governance, Corporate Law, Banking Law, Dodd-Frank, Financial Regulation
Education
Fordham University School of Law 1996 — 2000
JD
New York University 1992 — 1996
BS, Economics
Williams College 1990 — 1991
Chaminade 1986 — 1990
Merrill Lynch First Vice PresidentBank of America - Merrill Lynch1971 - 2009
Merrill Lynch, Pierce, Fenner & Smith Inc. 1971 - 2009
Skills
Securities, Arbitration, AML, Litigation, Investments, Series 24, Mutual Funds, FINRA, Series 7, Corporate Law, Equities, Securities Regulation, Alternative Investments, Hedge Funds, Wealth Management, Due Diligence, Series 63, Capital Markets, Private Equity, Financial Services, Corporate Governance, Estate Planning, Fixed Income, Structured Finance, Investment Banking, Wealth Management..., Investment Management, Derivatives, Investment Advisory, Prime Brokerage, ETFs, Asset Management, Options, Financial Structuring, Asset Allocation, Structured Products, Dodd-Frank, Private Banking, Private Placements, Financial Markets, Financial Risk, Securitization, Trading, Financial Regulation, Portfolio Management, Securities Litigation, Broker-Dealer
Education
Fordham University School of Law 1965 — 1968
Juris Doctor (J.D.)
Regis High School 1957 — 1961
Waters & Bugbee, Inc. 1986 - Present
Merrill Lynch 1985 - 1986
Waters & Bugbee, Inc. 1976 - 1984
Skills
Construction, Contract Negotiation, Management, Water, Leadership, Value Engineering, Construction Management, Budgets, Engineering, Contract Management, Strategic Planning, Energy, Risk Management
Education
Franklin Pierce University 1981 — 1985
BS, Accounting
Franklin Pierce University 1981 — 1985
BA, Computer Science
Morgan Stanley September 2009 - Present
Merrill Lynch January 2003 - August 2009
Education
Franklin & Marshall College 1989 — 1993
BA, Business
Merrill Lynch June 2014 - Present
Citizens Bank September 2009 - June 2014
Bank of America June 2004 - April 2009
Bank of America June 2002 - June 2004
Investor's Bank & Trust January 2000 - June 2002
Greater Lynn Mental Health Assoc. May 1998 - January 2000
Skills
Portfolio Management, Investments, Banking, Credit, Strategic Financial..., Loans, Finance, Financial Services, Mutual Funds, Mortgage Lending, Commercial Banking, Insurance, Retail Banking, Wealth Management, Financial Advisory
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Political Science, Economics, Sociology
Franklin Pierce College
MBA, Organizational Leadership
100 Mile Group, LLC May 2009 - Present
UBS Private Wealth Management August 2006 - May 2009
Merrill Lynch 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
Series 7, Series 63, Strategic Partnerships, Wealth Management, Strategic Planning, New Business Development
Education
Franklin & Marshall College 1990 — 1994
BA, Government and Spanish
Urban Outfitters June 2014 - Present
RJ Reynolds May 2013 - August 2013
Coca-Cola Refreshments August 2009 - August 2012
Merrill Lynch June 2008 - August 2008
Skills
Customer Insight, Customer Marketing, Consumer Products, Market Research, Shopper Marketing, Marketing, Competitive Analysis, Marketing Communications, Management, Sales, Retail, Integrated Marketing, Cross-functional Team..., Strategic Planning, Brand Management, Microsoft Excel, Social Media, Strategy, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing and Operations
Franklin & Marshall College 2005 — 2009
Double Bachelor's degree, French Literature and Political Science
Université Paris Sorbonne (Paris IV) 2007 — 2008
Study towards BA, European History; French Literature
Merrill Lynch Medical Director AssistantFresno Surgery CenterJune 1994 - September 1998
Education
Fresno City College 1989 — 1993
Certificate, Paralegal
Merrill Lynch 2000 - 2005
Education
Fort Hays State University 1964 — 1967
ba, French, history
Merrill Lynch April 2013 - Present
Morgan Stanley Wealth Management September 2011 - March 2013
SunLovers Tanning of Needham January 2006 - March 2013
TJX April 2001 - April 2006
Skills
Finance, Leadership, Series 7, Customer Service
Education
Framingham State University
Sandy Spring Bank September 2006 - Present
Wells Fargo Government Finance 2004 - 2006
Smith Barney 2001 - 2004
Merrill Lynch 1996 - 2001
Skills
Commercial Lending, Consumer Lending, Investments, Real Estate, Merchant Services, Small Business Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Loan Origination, Retail Banking, Mortgage Banking
Education
Towson University 1996 — 1998
Bachelor of Science (BS), Speech Communication and Rhetoric, Cum Laude
Bullis School 1989 — 1993
Frostburg State University
World Fuel Services August 2015 - Present
World Fuel Services August 2014 - July 2015
World Fuel Services December 2012 - August 2014
Lincoln Capital, LLC July 2010 - August 2012
EarlyShares.com LLC April 2012 - July 2012
Merrill Lynch March 2010 - May 2010
Darwin Fenner Student Managed Fund January 2010 - May 2010
Skills
Tableau, Tableau Server, Alteryx, ETL, Financial Modeling, Market Intelligence, Big Data, Sales Analysis, SQL, Oracle, Microsoft SQL Server, SAS, Toad, C#, Commercial Aviation, General Aviation, Database Design, SQL Tuning, ASP.NET, Data Mining, Investments, VBA, Bloomberg Terminal, Microsoft Excel, Equities, Portfolio Management, Electronic Trading, Entrepreneurship, Access, Google Analytics, API, ADO.NET, Series 7, Technology Start-up, Crowdfunding, Finance, Commodity
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master, Finance, 3.86
Fudan University 2005 — 2009
Bachelor of Science (B.S.), Chemistry, Economics
AT&T November 1990 - Present
Merrill Lynch October 1983 - November 1990
Point Pleasant Borough High School September 1978 - June 1983
Education
Monmouth University 1991 — 1993
M.B.A., Finance
Franklin & Marshall College 1972 — 1976
BA, History
Brown Advisory April 2010 - Present
Cavanaugh Capital Management, Inc. 2003 - 2010
Merrill Lynch April 1998 - April 2003
Legg Mason April 1996 - April 1998
Skills
Chartered Financial..., Fixed Income, Investments, Bloomberg
Education
Frostburg State University 1991 — 1995
Bachelor of Science (B.S.), Economics
Merrill Lynch Premier Banking Client ManagerBank of AmericaSeptember 2008 - March 2009
Ameriprise Financial May 2007 - May 2008
Education
Framingham State University 2002 — 2006
BS in BA, Business Administration
PwC Consulting June 2015 - Present
PwC Consulting July 2011 - Present
PwC Consulting August 2009 - June 2011
Eco Vigor September 2008 - July 2009
U.S. Chamber of Commerce September 2007 - December 2007
Merrill Lynch June 2007 - September 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Risk Management, Financial Risk, Management Consulting, Internal Controls, Due Diligence, Corporate Finance, Strategy, Business Transformation, Mergers & Acquisitions
Education
Fudan University
Economic and Business Program
University of California, San Diego
Bachelor of Science, Management Science (Business and Economics)
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch November 2001 - December 2008
Morgan Stanley October 1995 - October 2001
Education
Franciscan University of Steubenville 1971 — 1974
BS, Medical Technology
St John Central
Capitol Securities Management August 2009 - Present
Ferris Baker Watts 1995 - 2009
Paine Webber 1990 - 1995
A.G. Edwards 1986 - 1990
Merrill Lynch 1983 - 1986
Skills
Customer Relations, Investments, Insurance, Retirement Planning, Financial Planning, Estate Planning, Marketing Communications, Writing, Strategic Planning, Investment Strategies, Strategic Financial..., Mutual Funds, Wealth Management, Series 63, Securities, Asset Management, Retirement, Series 7, Investment Advisory
Education
Frostburg State University 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Associated Press June 2015 - Present
C-SPAN July 2013 - June 2015
Center for American Progress June 2012 - August 2012
Merrill Lynch September 2009 - August 2011
Prince George's Community College February 2011 - May 2011
Skills
Final Cut Pro, Videography, Video Editing, TV News Production, Live Video Streaming, Field Production, Audio Engineering, Sound Mixing, Canon DSLR, Adobe Photoshop, Adobe Premiere Pro, Adobe After Effects, Adobe Audition, Adobe InDesign, Adobe Photoshop..., Episode Pro, Apple Compressor, Zope, Filezilla, FTP software, Vimeo, YouTube, Facebook, Twitter, Tumblr, Microsoft Office, iWork, Apple Macintosh, Windows, Multimedia, Video Production, Video, Editing, InDesign, After Effects
Education
Frostburg State University 2011 — 2013
Bachelor of Science, Mass Communication - Audio/Video Production
Thammasat University 2012 — 2012
BBA School of Business - Marketing
Prince George's Community College 2008 — 2010
Associate of Arts, General Studies
Sarasota in Defense of Animals January 2012 - Present
Merrill Lynch April 1991 - August 2007
Education
Fort Lewis College 1981 — 1983
Lawrence High School
Tzenov Investment Mgmt LLC 2003 - Present
ERA Herman Group 2010 - 2011
Thompson Reuters 2004 - 2005
Bloom Securieis 1998 - 2003
Chicago Stock Exchange 1998 - 1998
Merrill Lynch 1997 - 1997
Skills
Investments, Asset Management, Strategic Planning, Retirement Planning, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Strategic Financial..., Portfolio Management, Retirement, Mutual Funds, Wealth, Investment Management, Alternative Investments, Financial Advisory, Series 7, Securities, Equities, High Net Worth..., Wealth Accumulation, ETFs, Bonds, Money Management, Hedge Funds, Private Equity, Series 63, Asset, Risk Management, Venture Capital, Business Planning, Estate Planning
Education
Fort Lewis College 1990 — 1996
Bachelor of Arts (B.A.), Business/Finance
Libertyille High School 1986 — 1990
Sterne Agee January 2011 - Present
FSI Capital January 2009 - September 2010
Merrill Lynch 2005 - 2009
Cadwalader, Wickersham & Taft LLP May 2001 - March 2005
Brown & Wood LLP August 1999 - May 2001
Skills
Fixed Income, Securities, Investment Advisory, Hedge Funds, Equities, Alternative Investments, Capital Markets, Series 7, Private Equity, Investment Banking, Derivatives, Wealth Management, Investment Strategies, Credit Derivatives, Structured Products, Trading, Structured Finance
Education
Fordham Law School 1995 — 1999
JD, Law
Marist College 1989 — 1993
BA, Political Science
Morgan Stanley Wealth Management April 2013 - February 2014
Caregiver 2005 - 2012
Trustwave 2002 - 2004
iJET International 2000 - 2001
Trustwave November 1997 - 1999
Merrill Lynch September 1989 - January 1997
Fiserv (LeMans Group) 1987 - 1988
Skills
Investment Strategies, Asset Allocation, Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Retirement Planning, Business Development, Investment Management, Portfolio Optimization, Relationship Development
Education
Franklin & Marshall College 1980 — 1984
B.S., Government
York Suburban High School
College Preparatory
Merrill Lynch
Skills
Series 7
Education
Francis Marion University 1993 — 1997
BBA, Finance
North Carolina A&T State University 1992 — 1993
Merrill Lynch December 2012 - August 2013
Convergys April 2012 - December 2012
Cash America International January 2009 - December 2011
Accessduval.com September 2009 - January 2011
BroadBased Communications, Inc. May 2009 - September 2009
United Stationers February 2005 - May 2008
The Athlete's Foot May 2004 - August 2004
Convergys January 2001 - August 2001
Skills
Marketing, Social Media Marketing, Adobe Creative Suite, Marketing Strategy, Strategic Planning, Excellent Written and..., Experience with Social..., Knowledge of Market..., Sales, Microsoft Office, Campaign Execution, Social Branding, Social Communication, Cultural Marketing, Event Coverage, Cash Handling, Answering Phones, Clerical Duties, Cashiering, Phone Etiquette, Social Networking..., Office Equipment, Photocopier, Digital Cameras, Social Media, Customer Service, Administrative..., Marketing Research, Budgets, Retail, Call Centers, Telephone Skills, Online Social Networking
Education
University of North Florida - College of Business Administration 2005 — 2007
Bachelor of Business Administration, Marketing
Troy University 2003 — 2004
Graphic Design
Fort Scott Community College 2001 — 2002
Associate of Science, General Studies
Wells Fargo January 2013 - Present
UBS January 2010 - December 2012
UBS May 2006 - January 2010
Merrill Lynch June 2004 - May 2006
AmeriCorps, Literacy Volunteers September 2002 - August 2003
Skills
Options, Collateral Management, Equities, Derivatives, Securities, Equity Derivatives, Business Analysis
Education
American University of Rome 2003 — 2003
International Business, Intensive Italian
University of Maryland - Robert H. Smith School of Business 1999 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Frostburg State University 1998 — 1999
General Studies
DHS FEMA January 2012 - May 2012
Merrill Lynch 1996 - 2010
Skills
Mutual Funds, Insurance, Project Management, Microsoft Office, Process Improvement, Microsoft Excel, Call Centers, Banking, Customer Service, Call Center
Education
Fort Lewis College 1976 — 1978
Accounting, Business Admin
Fordham Law School September 2012 - June 2013
Virtue Foundation January 2012 - May 2012
Legal Resources Centre May 2011 - August 2011
Institute for Justice and Democracy in Haiti December 2010 - January 2011
Slum Aid Project June 2010 - July 2010
Merrill Lynch July 2004 - March 2008
Skills
Legal Writing, Legal Research, International Law, Courts, Administrative Law, Human Rights, Westlaw, Legal Issues
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (JD)
SUNY Albany 2000 — 2004
BS, Business Administration and Management, General
Merrill Lynch July 2014 - Present
The Meltzer Group November 2010 - June 2014
Guess? July 2008 - March 2009
Skills
Insurance, Retirement Planning, Investments, Retirement, 401k, Mutual Funds, Capital Markets, Pensions, Investment Advisory, Financial Analysis, Series 7, Asset Management, Sales, Microsoft Excel, Financial Modeling
Education
Franklin & Marshall College 2004 — 2008
Bachelor's degree, Business
Bay Shore High School 2000 — 2004
Epitome Group 2013 - April 2014
Northern Trust Corporation 2001 - 2012
Merrill Lynch 1992 - 2001
Education
Franklin & Marshall College 1988 — 1992
Bachelor's degree, Sociology
McGavock Nissan Financial AdvisorMerrill Lynch2012 - 2014
Merrill Lynch 2012 - 2014
Merrill Lynch 2012 - 2014
Merrill Lynch 2012 - 2014
Merrill Lynch 2012 - 2014
J. Enterprises Inc. 1992 - 2010
J. Enterprises Inc. 1992 - 2010
J. Enterprises Inc. 1992 - 2010
Education
Friends University
Bachelor's degree, Business Administration and Management, General