Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Ben Johnson, CFP® Ben Johnson, CFP®'s Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch Advisor
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Regions Financial Corporation January 2006 - Present
Skills
Certified Financial..., Retirement Planning, Estate Planning, College Savings Plans, Asset Allocation, Budget Setting, CTFA
Education
Furman University 1995 — 1999
Busiess Administration and Spanish
Merrill Lynch June 2015 - Present
Regions Financial Corporation January 2006 - Present
Skills
Certified Financial..., Retirement Planning, Estate Planning, College Savings Plans, Asset Allocation, Budget Setting, CTFA
Education
Furman University 1995 — 1999
Busiess Administration and Spanish
Teresa Hsuan-Shih Chiao's Merrill Lynch Experience February 2010 - March 2012
Job MBA Candidate at The Wharton School
Industry Consumer Services
Experience
The Wharton School August 2014 - Present
South China Morning Post March 2012 - June 2014
Merrill Lynch February 2010 - March 2012
Deutsche Bank September 2009 - January 2010
Deutsche Bank June 2008 - August 2008
Southern California Edison June 2007 - August 2007
Boeing June 2006 - August 2006
Skills
Microsoft Excel, Entrepreneurship, Financial Modeling, Corporate Finance, Strategy, Business Development, Valuation, Investment Banking, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Financial Analysis, Finance, Economics
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), Business/Managerial Economics
Fudan University 2007 — 2008
Globalization, Sino-American Relations, Development of Chinese Economy
The Wharton School August 2014 - Present
South China Morning Post March 2012 - June 2014
Merrill Lynch February 2010 - March 2012
Deutsche Bank September 2009 - January 2010
Deutsche Bank June 2008 - August 2008
Southern California Edison June 2007 - August 2007
Boeing June 2006 - August 2006
Skills
Microsoft Excel, Entrepreneurship, Financial Modeling, Corporate Finance, Strategy, Business Development, Valuation, Investment Banking, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Financial Analysis, Finance, Economics
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), Business/Managerial Economics
Fudan University 2007 — 2008
Globalization, Sino-American Relations, Development of Chinese Economy
Russ Thornton Russ Thornton's Merrill Lynch Experience August 1993 - March 2006
Job FeeOnly Financial Planning For Women Dealing With Divorce or Widowhood
Industry Investment Management
Experience
Wealthcare Capital Management November 2009 - Present
Georgia Eye Bank 2005 - Present
Thornton Wealth Management March 2006 - November 2009
Merrill Lynch August 1993 - March 2006
Skills
Wealth Management, Strategic Financial..., Investment Management, Retirement Planning, Portfolio Management, Personal Financial..., Estate Planning, Financial Planning
Education
Furman University 1989 — 1993
BA, Business
Wealthcare Capital Management November 2009 - Present
Georgia Eye Bank 2005 - Present
Thornton Wealth Management March 2006 - November 2009
Merrill Lynch August 1993 - March 2006
Skills
Wealth Management, Strategic Financial..., Investment Management, Retirement Planning, Portfolio Management, Personal Financial..., Estate Planning, Financial Planning
Education
Furman University 1989 — 1993
BA, Business
Charvis Campbell Charvis Campbell's Merrill Lynch Experience 1997 - 2000
Job Assistant Dean at George Mason University
Industry Higher Education
Experience
George Mason University April 2005 - Present
The Center for Alternative Sentencing and Employment Services (CASES) 2003 - 2005
New York University 2002 - 2003
Blackfilm.com 1999 - 2003
University of Southern California 2000 - 2001
Merrill Lynch 1997 - 2000
Sponsors for Educational Opportunity 1996 - 1997
United Negro College Fund 1993 - 1996
Skills
Community Outreach, Student Affairs, Higher Education, Program Development, Teaching, Curriculum Development, Public Speaking, Career Counseling, Research, Nonprofits, Student Development, Curriculum Design, Staff Development, Event Planning, Leadership Development, Grant Writing, Adult Education, Resume Writing, Academic Advising, Volunteer Management, Program Evaluation, Qualitative Research, Instructional Design, Admissions
Education
George Mason University
Candidate, Doctor of Philosophy (Ph.D.), Education
New York University 2002 — 2003
Master of Arts (M.A.), Higher Education/Higher Education Administration
University of Southern California 2000 — 2001
Higher Education/Higher Education Administration
Howard University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
George Mason University April 2005 - Present
The Center for Alternative Sentencing and Employment Services (CASES) 2003 - 2005
New York University 2002 - 2003
Blackfilm.com 1999 - 2003
University of Southern California 2000 - 2001
Merrill Lynch 1997 - 2000
Sponsors for Educational Opportunity 1996 - 1997
United Negro College Fund 1993 - 1996
Skills
Community Outreach, Student Affairs, Higher Education, Program Development, Teaching, Curriculum Development, Public Speaking, Career Counseling, Research, Nonprofits, Student Development, Curriculum Design, Staff Development, Event Planning, Leadership Development, Grant Writing, Adult Education, Resume Writing, Academic Advising, Volunteer Management, Program Evaluation, Qualitative Research, Instructional Design, Admissions
Education
George Mason University
Candidate, Doctor of Philosophy (Ph.D.), Education
New York University 2002 — 2003
Master of Arts (M.A.), Higher Education/Higher Education Administration
University of Southern California 2000 — 2001
Higher Education/Higher Education Administration
Howard University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Scott B. Hesseltine Scott B. Hesseltine's Merrill Lynch Experience October 1991 - November 1995
Job Director of Clinical Support and Operations at Hazelden Betty Ford Foundation
Industry Hospital & Health Care
Experience
Hazelden Betty Ford Foundation November 2013 - Present
Hazelden Foundation August 2010 - Present
Hazelden Foundation April 2013 - November 2013
Hazelden Foundation January 2011 - April 2013
Hazelden Foundation December 2008 - January 2011
Hazelden Foundation December 2006 - December 2008
Merrill Lynch October 1991 - November 1995
Skills
Assessment and Diagnosis, Treatment Planning, Individual and Group..., Case Management, Program Development, Public Speaking, Twelve Step Facilitation, Addiction Recovery, Case Managment, Behavioral Health, Chemical Dependency, Clinical Supervision, Clinical Research, Group Therapy, Leadership, Motivational..., Healthcare, Mental Health, Plannning, Psychotherapy, Policy, Self-esteem, Social Services, Staff Development, Training, Treatment
Education
University of St. Thomas 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Hazelden Graduate School of Addiction Studies 2005 — 2007
Master of Arts (M.A.), Addiction Counseling, 4.0
George Mason University 1988 — 1990
Bachelor of Arts (B.A.), Psychology
Hampden-Sydney College 1985 — 1988
Hazelden Betty Ford Foundation November 2013 - Present
Hazelden Foundation August 2010 - Present
Hazelden Foundation April 2013 - November 2013
Hazelden Foundation January 2011 - April 2013
Hazelden Foundation December 2008 - January 2011
Hazelden Foundation December 2006 - December 2008
Merrill Lynch October 1991 - November 1995
Skills
Assessment and Diagnosis, Treatment Planning, Individual and Group..., Case Management, Program Development, Public Speaking, Twelve Step Facilitation, Addiction Recovery, Case Managment, Behavioral Health, Chemical Dependency, Clinical Supervision, Clinical Research, Group Therapy, Leadership, Motivational..., Healthcare, Mental Health, Plannning, Psychotherapy, Policy, Self-esteem, Social Services, Staff Development, Training, Treatment
Education
University of St. Thomas 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Hazelden Graduate School of Addiction Studies 2005 — 2007
Master of Arts (M.A.), Addiction Counseling, 4.0
George Mason University 1988 — 1990
Bachelor of Arts (B.A.), Psychology
Hampden-Sydney College 1985 — 1988
David A. Ciccone David A. Ciccone's Merrill Lynch Experience 2005 - 2010
Job The CTH Group Investment Advisory Services
Industry Financial Services
Experience
UBS Financial Services, Inc. April 2010 - Present
Merrill Lynch 2005 - 2010
Education
George Mason University
Economics
UBS Financial Services, Inc. April 2010 - Present
Merrill Lynch 2005 - 2010
Education
George Mason University
Economics
Jay Lowe Jay Lowe's Merrill Lynch Experience 2008 - 2010
Job Consultant at Hill, Chesson, & Woody
Industry Insurance
Experience
Hill, Chesson, & Woody December 2009 - Present
Merrill Lynch 2008 - 2010
Elkins Chrysler Mitsubishi 1996 - 2006
Skills
Disability Insurance, Life Insurance, Benefits Administration, Employee Benefits, Health Insurance, Insurance, Marketing, Underwriting, Medicare, Strategic Planning, Leadership, Customer Service
Education
Furman University 1992 — 1996
BA, History, Political Science
Hill, Chesson, & Woody December 2009 - Present
Merrill Lynch 2008 - 2010
Elkins Chrysler Mitsubishi 1996 - 2006
Skills
Disability Insurance, Life Insurance, Benefits Administration, Employee Benefits, Health Insurance, Insurance, Marketing, Underwriting, Medicare, Strategic Planning, Leadership, Customer Service
Education
Furman University 1992 — 1996
BA, History, Political Science
Christopher Messina, CRPC Christopher Messina, CRPC's Merrill Lynch Experience September 2013 - Present
Job Vice President/Market Sales Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
LearningZen.com December 2012 - September 2013
Advanced Wealth Solutions February 2012 - May 2012
TD Ameritrade September 2010 - January 2012
Wachovia Bank August 2008 - December 2009
Lincoln Financial Distributors June 2007 - June 2008
Virginia Commerce Bank August 2006 - June 2007
MetLife Investors December 1999 - August 2006
First Union May 1995 - December 1999
Skills
Wholesaling, Wealth Management, Financial Planning, Asset Management, Consultative Selling, Sales Management, Customer Relations, Wealth Transfer, Risk Management, Investment Advisory, Public Speaking, New Business Development, Equities, Customer Service, Team Building, Compliance, Sales Support, Excel, Visio, Self-driven, Work Well Independently, Building Relationships, Value Added Analysis, Hands-on leader, Strategic Visionary, Action Oriented, Quality Oriented, People-oriented, Cross Functional..., Software Solution Sales, Learning Management..., Strategic Financial..., Wholesale, Wealth, Financial Services, Selling, Sales Operations, Investment Management, Series 63, 401k, Asset Managment, Series 7, IRAs, Fixed Annuities, Management, Microsoft Excel, Management Consulting, Executive Management, Financial Advisory, Retirement
Education
George Mason University 1993 — 2003
BS PUAD, Public Administration
Churchland High School 1989 — 1993
Merrill Lynch September 2013 - Present
LearningZen.com December 2012 - September 2013
Advanced Wealth Solutions February 2012 - May 2012
TD Ameritrade September 2010 - January 2012
Wachovia Bank August 2008 - December 2009
Lincoln Financial Distributors June 2007 - June 2008
Virginia Commerce Bank August 2006 - June 2007
MetLife Investors December 1999 - August 2006
First Union May 1995 - December 1999
Skills
Wholesaling, Wealth Management, Financial Planning, Asset Management, Consultative Selling, Sales Management, Customer Relations, Wealth Transfer, Risk Management, Investment Advisory, Public Speaking, New Business Development, Equities, Customer Service, Team Building, Compliance, Sales Support, Excel, Visio, Self-driven, Work Well Independently, Building Relationships, Value Added Analysis, Hands-on leader, Strategic Visionary, Action Oriented, Quality Oriented, People-oriented, Cross Functional..., Software Solution Sales, Learning Management..., Strategic Financial..., Wholesale, Wealth, Financial Services, Selling, Sales Operations, Investment Management, Series 63, 401k, Asset Managment, Series 7, IRAs, Fixed Annuities, Management, Microsoft Excel, Management Consulting, Executive Management, Financial Advisory, Retirement
Education
George Mason University 1993 — 2003
BS PUAD, Public Administration
Churchland High School 1989 — 1993
Hannah Swoyer Hannah Swoyer's Merrill Lynch Experience June 2011 - August 2011
Job Real Estate Manager at Luxottica Group
Industry Marketing and Advertising
Experience
Luxottica Group August 2015 - Present
Luxottica Group January 2013 - July 2015
Miami University August 2011 - December 2012
Luxottica Retail June 2012 - August 2012
Four Bridges Country Club May 2008 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Real Estate, Negotiation, Real Estate Transactions, Financial Analysis, Social Media, Marketing Communications, Sports Marketing, Cross-functional Team..., Microsoft Excel, Sales, Business Statistics, Decision Analysis, Marketing, Retail, Microsoft Publisher, Public Speaking, Leadership, Public Relations, Access, Excel, Proformas
Education
Miami University 2011 — 2013
Bachelor of Science, Major in Business Marketing, Minor in Decision Sciences, Senior
Furman University 2009 — 2010
William Mason High School 2006 — 2009
Luxottica Group August 2015 - Present
Luxottica Group January 2013 - July 2015
Miami University August 2011 - December 2012
Luxottica Retail June 2012 - August 2012
Four Bridges Country Club May 2008 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Real Estate, Negotiation, Real Estate Transactions, Financial Analysis, Social Media, Marketing Communications, Sports Marketing, Cross-functional Team..., Microsoft Excel, Sales, Business Statistics, Decision Analysis, Marketing, Retail, Microsoft Publisher, Public Speaking, Leadership, Public Relations, Access, Excel, Proformas
Education
Miami University 2011 — 2013
Bachelor of Science, Major in Business Marketing, Minor in Decision Sciences, Senior
Furman University 2009 — 2010
William Mason High School 2006 — 2009
Nick Millward's Merrill Lynch Experience January 2008 - May 2008
Job Product Solutions Lead at Squarespace
Industry Internet
Experience
Squarespace October 2014 - Present
Squarespace February 2012 - September 2014
Rematics, LLC December 2008 - September 2012
T3 Trading Group, LLC - Member of the CBOE/CBSX January 2011 - November 2011
Merrill Lynch January 2008 - May 2008
Education
University of Hawaii - Shidler College of Business 2003 — 2008
BBA, Finance
University of Hawaii - Shidler College of Business 2003 — 2008
BBA, Management Information Systems
American Business School - Paris, France 2007 — 2007
Business Administration, International Business
General Assembly
Product Management
Squarespace October 2014 - Present
Squarespace February 2012 - September 2014
Rematics, LLC December 2008 - September 2012
T3 Trading Group, LLC - Member of the CBOE/CBSX January 2011 - November 2011
Merrill Lynch January 2008 - May 2008
Education
University of Hawaii - Shidler College of Business 2003 — 2008
BBA, Finance
University of Hawaii - Shidler College of Business 2003 — 2008
BBA, Management Information Systems
American Business School - Paris, France 2007 — 2007
Business Administration, International Business
General Assembly
Product Management
Frances Wong Frances Wong's Merrill Lynch Experience June 2010 - July 2010
Job Communications & Social Media Manager at AdmitSee
Industry Internet
Experience
AdmitSee November 2014 - Present
AdmitSee May 2014 - October 2014
Course Hero, Inc. January 2014 - June 2014
Purpella January 2014 - April 2014
National Organization on Fetal Alcohol Syndrome (NOFAS) January 2014 - April 2014
Trinity Limited June 2013 - August 2013
Prince of Wales Hospital June 2012 - July 2013
TV Asahi May 2013 - June 2013
Merrill Lynch June 2010 - July 2010
Skills
Cpr Certified, EMT, Social Media, Social Media Marketing, Marketing, Event Planning, Event Management, Account Management, Organizational..., Team Leadership, Start-up Environment
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
General Assembly 2014 — 2014
Digital Marketing
International Christian 2011 — 2011
Chinese International School 2003 — 2010
High School
AdmitSee November 2014 - Present
AdmitSee May 2014 - October 2014
Course Hero, Inc. January 2014 - June 2014
Purpella January 2014 - April 2014
National Organization on Fetal Alcohol Syndrome (NOFAS) January 2014 - April 2014
Trinity Limited June 2013 - August 2013
Prince of Wales Hospital June 2012 - July 2013
TV Asahi May 2013 - June 2013
Merrill Lynch June 2010 - July 2010
Skills
Cpr Certified, EMT, Social Media, Social Media Marketing, Marketing, Event Planning, Event Management, Account Management, Organizational..., Team Leadership, Start-up Environment
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
General Assembly 2014 — 2014
Digital Marketing
International Christian 2011 — 2011
Chinese International School 2003 — 2010
High School
William Bruce's Merrill Lynch Experience June 2009 - August 2009
Job Consultant at The Hackett Group
Industry Management Consulting
Experience
The Hackett Group June 2015 - Present
The Hackett Group July 2014 - June 2015
Randstad July 2013 - July 2014
Compass Research LLC October 2011 - July 2013
The Newport Group October 2010 - October 2011
Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Management, Accounting, Research, Microsoft Word, Process Improvement, Business Analysis, Financial Reporting, Strategy, Economics, Financial Modeling, Data Analysis, Corporate Finance, Business Development, Mathematical Analysis, Econometrics, Creative Strategy, Economic Research, Statistics, Team Leadership, QuickBooks, PeopleSoft, Quantitative Analysis, MBA Finance, Budgeting, Problem Solving, Cost Benefit, Break-even Analysis, Essbase, Business Process..., Process Automation, Performance Benchmarking, Visio
Education
University of Central Florida - College of Business Administration 2010 — 2012
MBA, Finance, Overall GPA: 3.7
Rollins College 2007 — 2010
BA, Economics, Mathematics, GPA in Major: 3.3
Furman University 2006 — 2007
Maclay High School 2003 — 2006
HS Diploma
The Hackett Group June 2015 - Present
The Hackett Group July 2014 - June 2015
Randstad July 2013 - July 2014
Compass Research LLC October 2011 - July 2013
The Newport Group October 2010 - October 2011
Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Management, Accounting, Research, Microsoft Word, Process Improvement, Business Analysis, Financial Reporting, Strategy, Economics, Financial Modeling, Data Analysis, Corporate Finance, Business Development, Mathematical Analysis, Econometrics, Creative Strategy, Economic Research, Statistics, Team Leadership, QuickBooks, PeopleSoft, Quantitative Analysis, MBA Finance, Budgeting, Problem Solving, Cost Benefit, Break-even Analysis, Essbase, Business Process..., Process Automation, Performance Benchmarking, Visio
Education
University of Central Florida - College of Business Administration 2010 — 2012
MBA, Finance, Overall GPA: 3.7
Rollins College 2007 — 2010
BA, Economics, Mathematics, GPA in Major: 3.3
Furman University 2006 — 2007
Maclay High School 2003 — 2006
HS Diploma
Ranjith Kumar Janipalli's Merrill Lynch Experience January 2010 - December 2011
Job Sr Liferay Consultant at Tractor Supply Company
Industry Retail
Experience
Tractor Supply Company June 2014 - Present
Liquidity Services, Inc October 2013 - May 2014
Compuware February 2013 - September 2013
Schneider Electric January 2012 - January 2013
Merrill Lynch January 2010 - December 2011
eBay January 2009 - December 2009
Skills
Liferay, Java, J2EE Application..., Agile Methodologies, XML, JavaScript, jQuery, SDLC, AJAX, SQL, Web Services, Java Enterprise Edition, Spring, JSP, CSS, Struts, Hibernate, Spring Framework
Education
Gannon University 2007 — 2008
MS, Embedded Systems
Tractor Supply Company June 2014 - Present
Liquidity Services, Inc October 2013 - May 2014
Compuware February 2013 - September 2013
Schneider Electric January 2012 - January 2013
Merrill Lynch January 2010 - December 2011
eBay January 2009 - December 2009
Skills
Liferay, Java, J2EE Application..., Agile Methodologies, XML, JavaScript, jQuery, SDLC, AJAX, SQL, Web Services, Java Enterprise Edition, Spring, JSP, CSS, Struts, Hibernate, Spring Framework
Education
Gannon University 2007 — 2008
MS, Embedded Systems
Rodrigo Bandeira Rodrigo Bandeira's Merrill Lynch Experience June 2012 - August 2012
Job Senior Associate at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management (formerly Luminous Capital) September 2013 - Present
ICG Advisors, LLC March 2013 - September 2013
Charles R. Blyth Fund April 2012 - April 2013
J.Crew September 2012 - January 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Self-employed May 2009 - December 2011
MTD Participações e Seviços Ltda June 2011 - August 2011
Occidental College Impact Fund November 2010 - January 2011
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Investments, Equity Research, Analysis, Wealth Management, Sales, Economics, Asset Allocation, Project Management, Data Analysis, Customer Service, Research
Education
Occidental College 2009 — 2013
Bachelor of the Arts, Economics Major
Fundação Getulio Vargas 2011 — 2011
Economics
Universidad Complutense de Madrid
International Finance
First Republic Investment Management (formerly Luminous Capital) September 2013 - Present
ICG Advisors, LLC March 2013 - September 2013
Charles R. Blyth Fund April 2012 - April 2013
J.Crew September 2012 - January 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Self-employed May 2009 - December 2011
MTD Participações e Seviços Ltda June 2011 - August 2011
Occidental College Impact Fund November 2010 - January 2011
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Investments, Equity Research, Analysis, Wealth Management, Sales, Economics, Asset Allocation, Project Management, Data Analysis, Customer Service, Research
Education
Occidental College 2009 — 2013
Bachelor of the Arts, Economics Major
Fundação Getulio Vargas 2011 — 2011
Economics
Universidad Complutense de Madrid
International Finance
Danny Chang Danny Chang's Merrill Lynch Experience July 1999 - July 2000
Job Co Founder at SmartNow
Industry Internet
Experience
SmartNow May 2015 - Present
eBay September 2011 - April 2015
eBay October 2008 - August 2011
eBay January 2007 - September 2008
AAA January 2006 - December 2006
HSBC January 2003 - January 2006
Ford Motor Company June 2001 - September 2001
Merrill Lynch July 1999 - July 2000
Skills
SQL, Photoshop, Fireworks, Product Management, E-commerce, Market Research, Forecasting, Analytics, Product Marketing, Product Strategy, Segmentation, Competitive Analysis, Marketing Strategy, Online Marketing, Business Strategy, Social Media, Team Leadership, Social Networking, Program Management, Online Advertising, Adobe Fireworks, Business Development, Cross-functional Team..., Product Development, Strategy, User Experience, Strategic Partnerships, Start-ups, SEM, SEO, Mobile Devices, Marketing Management, Marketing, CRM, Social Media Marketing, Management, Multi-channel Marketing, Business Planning, Leadership, Strategic Planning, Digital Marketing, Web Analytics, Enterprise Software, Email Marketing, Sales, Consulting, Content Strategy, New Business Development, Lead Generation, Digital Strategy
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Marketing and International Management
Fundação Getulio Vargas 2001 — 2001
MBA EAP, MBA
University of California, Los Angeles 1991 — 1996
BA, History
Sciences Po Toulouse 1995 — 1996
UC EAP, Political Science
SmartNow May 2015 - Present
eBay September 2011 - April 2015
eBay October 2008 - August 2011
eBay January 2007 - September 2008
AAA January 2006 - December 2006
HSBC January 2003 - January 2006
Ford Motor Company June 2001 - September 2001
Merrill Lynch July 1999 - July 2000
Skills
SQL, Photoshop, Fireworks, Product Management, E-commerce, Market Research, Forecasting, Analytics, Product Marketing, Product Strategy, Segmentation, Competitive Analysis, Marketing Strategy, Online Marketing, Business Strategy, Social Media, Team Leadership, Social Networking, Program Management, Online Advertising, Adobe Fireworks, Business Development, Cross-functional Team..., Product Development, Strategy, User Experience, Strategic Partnerships, Start-ups, SEM, SEO, Mobile Devices, Marketing Management, Marketing, CRM, Social Media Marketing, Management, Multi-channel Marketing, Business Planning, Leadership, Strategic Planning, Digital Marketing, Web Analytics, Enterprise Software, Email Marketing, Sales, Consulting, Content Strategy, New Business Development, Lead Generation, Digital Strategy
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Marketing and International Management
Fundação Getulio Vargas 2001 — 2001
MBA EAP, MBA
University of California, Los Angeles 1991 — 1996
BA, History
Sciences Po Toulouse 1995 — 1996
UC EAP, Political Science
Chelsea Sabo's Merrill Lynch Experience May 2014 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
PNC October 2011 - May 2014
Huntington National Bank May 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Geneva College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
Merrill Lynch May 2014 - Present
PNC October 2011 - May 2014
Huntington National Bank May 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Geneva College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
BELLE ANGEL BELLE ANGEL's Merrill Lynch Experience September 1997 - July 2001
Job ACTRESS at SAGAFTRA
Industry Motion Pictures and Film
Experience
SAG-AFTRA September 2010 - Present
Sacrod Books August 2009 - Present
Caribmode Foundation 2001 - 2007
Merrill Lynch September 1997 - July 2001
Skills
Fundraising, Social Media, Public Speaking, Event Management, Non-profits, Public Relations, Event Planning, Social Networking, Entertainment, Strategic Planning, Social Media Marketing
Education
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, 3.75 GPA
Syracuse University - Maxwell School of Citizenship and Public Affairs 1984 — 1991
BA, International Relations, Diplomacy and French Studies
Institut d'Etudes politiques de Strasbourg 1988 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs, 3.8
SAG-AFTRA September 2010 - Present
Sacrod Books August 2009 - Present
Caribmode Foundation 2001 - 2007
Merrill Lynch September 1997 - July 2001
Skills
Fundraising, Social Media, Public Speaking, Event Management, Non-profits, Public Relations, Event Planning, Social Networking, Entertainment, Strategic Planning, Social Media Marketing
Education
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, 3.75 GPA
Syracuse University - Maxwell School of Citizenship and Public Affairs 1984 — 1991
BA, International Relations, Diplomacy and French Studies
Institut d'Etudes politiques de Strasbourg 1988 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs, 3.8
Beau Berry Beau Berry's Merrill Lynch Experience June 2012 - June 2013
Job Project Coordinator at Environmental Interiors, Inc.
Industry Construction
Experience
Environmental Interiors, Inc. July 2013 - Present
Merrill Lynch June 2012 - June 2013
Imagex, Inc. August 2009 - December 2012
Rhodes International June 2009 - August 2009
TJ Construction June 2006 - July 2009
Skills
Project Management, Blueprint Reading, OSHA 10-Hour Certified, Materials Management, Labor Management, Construction Safety, Project Planning, Microsoft Excel, Salesforce.com, Outlook, Group Dynamics, Negotiation, Microsoft Office, Microsoft Word, PowerPoint, Access, Organization, Problem Solving, Prospecting New Clients, Analysis, Accounting, Bloomberg, Economics, High Net Worth..., Finance, ThomsonOne, GWM Wealth Management..., Sage, Management, Human Resources, Budgets, Time Management, Data Analysis, Leadership, Risk Management, MS Project, Team Leadership
Education
George Mason University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Alumni
Columbus High School 2005 — 2009
Environmental Interiors, Inc. July 2013 - Present
Merrill Lynch June 2012 - June 2013
Imagex, Inc. August 2009 - December 2012
Rhodes International June 2009 - August 2009
TJ Construction June 2006 - July 2009
Skills
Project Management, Blueprint Reading, OSHA 10-Hour Certified, Materials Management, Labor Management, Construction Safety, Project Planning, Microsoft Excel, Salesforce.com, Outlook, Group Dynamics, Negotiation, Microsoft Office, Microsoft Word, PowerPoint, Access, Organization, Problem Solving, Prospecting New Clients, Analysis, Accounting, Bloomberg, Economics, High Net Worth..., Finance, ThomsonOne, GWM Wealth Management..., Sage, Management, Human Resources, Budgets, Time Management, Data Analysis, Leadership, Risk Management, MS Project, Team Leadership
Education
George Mason University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, Alumni
Columbus High School 2005 — 2009
Alec Gard's Merrill Lynch Experience September 2014 - May 2015
Job Senior Sales Consultant
Industry Financial Services
Experience
DNA Consulting Group May 2015 - Present
Merrill Lynch September 2014 - May 2015
River Creek Club May 2014 - August 2014
Toth Financial Advisory Corporation March 2013 - January 2014
River Creek Club August 2011 - August 2013
Skills
Public Speaking, Microsoft Excel, Research, PowerPoint, Microsoft Office
Education
George Mason University 2014 — 2016
Bachelor of business, Finance, General
DNA Consulting Group May 2015 - Present
Merrill Lynch September 2014 - May 2015
River Creek Club May 2014 - August 2014
Toth Financial Advisory Corporation March 2013 - January 2014
River Creek Club August 2011 - August 2013
Skills
Public Speaking, Microsoft Excel, Research, PowerPoint, Microsoft Office
Education
George Mason University 2014 — 2016
Bachelor of business, Finance, General
Brian Leyrer Brian Leyrer's Merrill Lynch Experience March 2009 - March 2010
Job Business Systems Analyst at IBM
Industry Financial Services
Experience
IBM May 2015 - Present
The Clymb April 2014 - May 2015
IBM July 2011 - April 2014
IBM LBPS March 2010 - July 2011
Merrill Lynch March 2009 - March 2010
Skills
Data Analysis, SQL, Business Analysis, Databases, Business Process..., Project Management, Financial Analysis, Mortgage Servicing, Vendor Management, User Acceptance Testing, SharePoint, Access, Account Reconciliation, Technical Liaison, Leadership, Business Process, SDLC, Systems Analysis, ERP
Education
George Fox University 2005 — 2008
Bachelor of Arts (BA), Organizational Communication
IBM May 2015 - Present
The Clymb April 2014 - May 2015
IBM July 2011 - April 2014
IBM LBPS March 2010 - July 2011
Merrill Lynch March 2009 - March 2010
Skills
Data Analysis, SQL, Business Analysis, Databases, Business Process..., Project Management, Financial Analysis, Mortgage Servicing, Vendor Management, User Acceptance Testing, SharePoint, Access, Account Reconciliation, Technical Liaison, Leadership, Business Process, SDLC, Systems Analysis, ERP
Education
George Fox University 2005 — 2008
Bachelor of Arts (BA), Organizational Communication
Rachel Gustafson Rachel Gustafson's Merrill Lynch Experience April 2014 - Present
Job Client Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2014 - Present
Bank of America February 2012 - April 2014
The Old Spaghetti Factory June 2006 - May 2012
Lake Oswego School District September 2009 - February 2012
West Hills Learning Center January 2002 - May 2011
Skills
Teaching, Classroom, Lesson Planning, Classroom Management, Fundraising, Training, Early Childhood..., Blogging, Child Development, Spanish, Time Management, Critical Thinking, Art, Curriculum Development, Sales, Building Relationships, Problem Solving
Education
George Fox University 2007 — 2009
Masters, Early Childhood and Elementary Education
George Fox University 2007 — 2009
Master of Arts, Teaching; Early ChildhoodEducation and Elementary Education
Portland State University 2004 — 2006
Bachelors in Social Science, Child and Family Studies
Portland State University 2002 — 2006
Bachelor of Arts degree; BA, Social Sciences; Child and Family Studies
Merrill Lynch April 2014 - Present
Bank of America February 2012 - April 2014
The Old Spaghetti Factory June 2006 - May 2012
Lake Oswego School District September 2009 - February 2012
West Hills Learning Center January 2002 - May 2011
Skills
Teaching, Classroom, Lesson Planning, Classroom Management, Fundraising, Training, Early Childhood..., Blogging, Child Development, Spanish, Time Management, Critical Thinking, Art, Curriculum Development, Sales, Building Relationships, Problem Solving
Education
George Fox University 2007 — 2009
Masters, Early Childhood and Elementary Education
George Fox University 2007 — 2009
Master of Arts, Teaching; Early ChildhoodEducation and Elementary Education
Portland State University 2004 — 2006
Bachelors in Social Science, Child and Family Studies
Portland State University 2002 — 2006
Bachelor of Arts degree; BA, Social Sciences; Child and Family Studies
Brian Sloop Brian Sloop's Merrill Lynch Experience September 1994 - June 1998
Job Vice President at Creative Financial Strategies
Industry Financial Services
Experience
Creative Financial Strategies April 2011 - Present
Lincoln Financial Securities January 2010 - Present
State Farm April 2004 - October 2009
State Farm August 2002 - April 2004
Prudential Securities, Inc. June 1998 - August 2002
Merrill Lynch September 1994 - June 1998
Skills
Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, Financial Advisory, Financial Services, Investments, Securities, Insurance, Series 7, Fixed Annuities, Life Insurance, Mutual Funds, Long-term Care, IRAs, 401k
Education
University of South Carolina-Columbia 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
Furman University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration
Creative Financial Strategies April 2011 - Present
Lincoln Financial Securities January 2010 - Present
State Farm April 2004 - October 2009
State Farm August 2002 - April 2004
Prudential Securities, Inc. June 1998 - August 2002
Merrill Lynch September 1994 - June 1998
Skills
Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, Financial Advisory, Financial Services, Investments, Securities, Insurance, Series 7, Fixed Annuities, Life Insurance, Mutual Funds, Long-term Care, IRAs, 401k
Education
University of South Carolina-Columbia 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
Furman University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration
Sylvia Szabo-Larson, CFP® ADPA® Sylvia Szabo-Larson, CFP® ADPA®'s Merrill Lynch Experience November 1995 - July 2000
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
SZABO-LARSON WEALTH MANAGEMENT GROUP of Wells Fargo Advisors, LLC February 2008 - Present
UBS July 2000 - February 2008
Merrill Lynch November 1995 - July 2000
First Team Real Estate July 1984 - November 1995
Skills
529 Plans, Business Services, Stock Option, Investment Planning,, IRA, Long-term Care &..., Retirement Planning, Estate Investment...
Education
Fuller Theological Seminary
Master of Arts (M.A.), Theology/Theological Studies
University of Michigan
Bachelor of Business Administration (B.B.A.), Marketing
Universite Libre de Bruxelles 1976 — 1978
Ecole-Solvay, Engineering
SZABO-LARSON WEALTH MANAGEMENT GROUP of Wells Fargo Advisors, LLC February 2008 - Present
UBS July 2000 - February 2008
Merrill Lynch November 1995 - July 2000
First Team Real Estate July 1984 - November 1995
Skills
529 Plans, Business Services, Stock Option, Investment Planning,, IRA, Long-term Care &..., Retirement Planning, Estate Investment...
Education
Fuller Theological Seminary
Master of Arts (M.A.), Theology/Theological Studies
University of Michigan
Bachelor of Business Administration (B.B.A.), Marketing
Universite Libre de Bruxelles 1976 — 1978
Ecole-Solvay, Engineering
Francis (Frank) Kelly Francis (Frank) Kelly's Merrill Lynch Experience 1995 - 1997
Job Managing Director & Global Coordinator, Public Affairs, Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank January 2013 - Present
Deutsche Bank June 2003 - Present
Deutsche Bank November 2010 - January 2013
Deutsche Bank August 2003 - December 2010
Deutsche Bank 2003 - December 2010
Charles Schwab 1997 - 2003
Merrill Lynch 1995 - 1997
Powell Tate 1993 - 1995
US Securities and Exchange Commission 1992 - 1993
US Securities and Exchange Commission 1991 - 1992
Skills
Political Risk Analysis, Government, Financial Services, Politics, Research, Crisis Management, Risk Management, Crisis Communications, Governance, Private Equity, Strategic Communications, Financial Risk, Due Diligence, International Relations, Mergers, Structured Finance, Public Policy, Mergers & Acquisitions, Policy, Public Affairs, Strategic Planning, Analysis, Capital Markets, Corporate Communications, Corporate Governance, Derivatives, Emerging Markets, Executive Management, Investment Banking, Corporate Finance, Hedge Funds, Management, Strategy, Asset Management, Investments
Education
George Mason University 1991 — 1994
Masters Degree, International Transactions & Trade
University of San Francisco 1982 — 1986
Bachelor of Arts, History, Philosophy. Great Books
Bishop Dennis J. O'Connell High School 1978 — 1982
Deutsche Bank January 2013 - Present
Deutsche Bank June 2003 - Present
Deutsche Bank November 2010 - January 2013
Deutsche Bank August 2003 - December 2010
Deutsche Bank 2003 - December 2010
Charles Schwab 1997 - 2003
Merrill Lynch 1995 - 1997
Powell Tate 1993 - 1995
US Securities and Exchange Commission 1992 - 1993
US Securities and Exchange Commission 1991 - 1992
Skills
Political Risk Analysis, Government, Financial Services, Politics, Research, Crisis Management, Risk Management, Crisis Communications, Governance, Private Equity, Strategic Communications, Financial Risk, Due Diligence, International Relations, Mergers, Structured Finance, Public Policy, Mergers & Acquisitions, Policy, Public Affairs, Strategic Planning, Analysis, Capital Markets, Corporate Communications, Corporate Governance, Derivatives, Emerging Markets, Executive Management, Investment Banking, Corporate Finance, Hedge Funds, Management, Strategy, Asset Management, Investments
Education
George Mason University 1991 — 1994
Masters Degree, International Transactions & Trade
University of San Francisco 1982 — 1986
Bachelor of Arts, History, Philosophy. Great Books
Bishop Dennis J. O'Connell High School 1978 — 1982
James Pickert's Merrill Lynch Experience March 2014 - November 2014
Job Actuarial Consulting Group
Industry Financial Services
Experience
Actuarial Consulting Group Inc November 2014 - Present
Merrill Lynch March 2014 - November 2014
CNL Financial Group May 2013 - December 2013
American Council of Young Political Leaders May 2012 - July 2012
Mobilize.org January 2011 - May 2011
Furman University August 2009 - May 2011
Furman University August 2009 - May 2010
Education
Wake Forest University School of Business 2012 — 2013
Master's degree, Management
Furman University 2008 — 2012
BA, Political Science
Actuarial Consulting Group Inc November 2014 - Present
Merrill Lynch March 2014 - November 2014
CNL Financial Group May 2013 - December 2013
American Council of Young Political Leaders May 2012 - July 2012
Mobilize.org January 2011 - May 2011
Furman University August 2009 - May 2011
Furman University August 2009 - May 2010
Education
Wake Forest University School of Business 2012 — 2013
Master's degree, Management
Furman University 2008 — 2012
BA, Political Science
Peter Wessel Peter Wessel's Merrill Lynch Experience 1997 - 1999
Job President at Ludwig Recruitment
Industry Financial Services
Experience
Ludwig Financial Recruitment October 2011 - Present
Independent Advisor 2003 - 2011
Amazon Fruit Company 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Corporate Development, M&A Advisory Services, Private Equity, Entrepreneurship, Business Development, Strategy, Financial Analysis and...
Education
Simon Fraser University - Segal Graduate School of Business 2007 — 2008
Master of Business Administration (MBA), Finance, Graduated Top of Class (Gold Medalist)
Fundação Getulio Vargas / Fundacao Getulio Vargas / FGV 1997 — 1997
Bachelor of Business Administration (BBA), Finance and Economics
Simon Fraser University 1991 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance, Economics
Ludwig Financial Recruitment October 2011 - Present
Independent Advisor 2003 - 2011
Amazon Fruit Company 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Corporate Development, M&A Advisory Services, Private Equity, Entrepreneurship, Business Development, Strategy, Financial Analysis and...
Education
Simon Fraser University - Segal Graduate School of Business 2007 — 2008
Master of Business Administration (MBA), Finance, Graduated Top of Class (Gold Medalist)
Fundação Getulio Vargas / Fundacao Getulio Vargas / FGV 1997 — 1997
Bachelor of Business Administration (BBA), Finance and Economics
Simon Fraser University 1991 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance, Economics
Eric Lewis Eric Lewis's Merrill Lynch Experience September 2007 - November 2008
Job Ethanol Trader at Musket Corp.
Industry Financial Services
Experience
Musket Corp. February 2014 - Present
CHS April 2012 - December 2013
Cargill August 2010 - March 2012
Amerex Energy October 2009 - August 2010
Merrill Lynch September 2007 - November 2008
Goldman Sachs June 2006 - August 2006
Consolidated Trading March 2003 - January 2006
TD Securities July 2001 - February 2003
Stafford Trading 2001 - 2002
Skills
Commodity, Options, Equities, Energy, Structured Products, Fundamental Analysis, Trading, Derivatives, Hedging, Commodity Markets, Risk Management, Hedge Funds, Proprietary Trading, Financial Modeling, Bloomberg, Trading Strategies, Fixed Income, Capital Markets, Valuation, Pricing, Financial Risk, Commodity Risk..., Financial Markets
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Analytical Finance
The University of Texas at Austin 1995 — 1999
BA, Economics
Fundação Getulio Vargas
Plano East Sr. High School
Musket Corp. February 2014 - Present
CHS April 2012 - December 2013
Cargill August 2010 - March 2012
Amerex Energy October 2009 - August 2010
Merrill Lynch September 2007 - November 2008
Goldman Sachs June 2006 - August 2006
Consolidated Trading March 2003 - January 2006
TD Securities July 2001 - February 2003
Stafford Trading 2001 - 2002
Skills
Commodity, Options, Equities, Energy, Structured Products, Fundamental Analysis, Trading, Derivatives, Hedging, Commodity Markets, Risk Management, Hedge Funds, Proprietary Trading, Financial Modeling, Bloomberg, Trading Strategies, Fixed Income, Capital Markets, Valuation, Pricing, Financial Risk, Commodity Risk..., Financial Markets
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Analytical Finance
The University of Texas at Austin 1995 — 1999
BA, Economics
Fundação Getulio Vargas
Plano East Sr. High School
Stacia Andre Stacia Andre's Merrill Lynch Experience June 2014 - August 2014
Job Business Analyst Intern at EMC
Industry Marketing and Advertising
Experience
EMC April 2015 - Present
Management Leadership for Tomorrow April 2014 - Present
Howard University July 2013 - Present
Merrill Lynch June 2014 - August 2014
Wells Fargo 2014 - 2014
YMCA August 2012 - August 2013
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Office, Management, Spanish, Public Relations, Leadership Development, Event Planning, Training, Fundraising, Social Networking, Data Analysis, Social Media, Microsoft Excel
Education
Howard University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Fundação Getulio Vargas 2015 — 2015
Bachelor of Business Administration (B.B.A.), International Program in Management/ Marketing
EMC April 2015 - Present
Management Leadership for Tomorrow April 2014 - Present
Howard University July 2013 - Present
Merrill Lynch June 2014 - August 2014
Wells Fargo 2014 - 2014
YMCA August 2012 - August 2013
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Office, Management, Spanish, Public Relations, Leadership Development, Event Planning, Training, Fundraising, Social Networking, Data Analysis, Social Media, Microsoft Excel
Education
Howard University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Fundação Getulio Vargas 2015 — 2015
Bachelor of Business Administration (B.B.A.), International Program in Management/ Marketing
Cindy Kelly Cindy Kelly's Merrill Lynch Experience January 1994 - October 2002
Job Director of Trust Services
Industry Banking
Experience
Palmetto Trust July 2014 - Present
Arthur State Bank May 2014 - July 2014
Arthur State Bank March 2010 - May 2014
Arthur State Bank March 2006 - March 2010
Arthur State Bank February 2003 - March 2006
Merrill Lynch January 1994 - October 2002
Skills
Trust Management, Wealth Management, Trust Services, Banking, Investments, Portfolio Management, Investment Advisory
Education
Gardner-Webb University 1982 — 1985
B.S. Management, Business
Palmetto Trust July 2014 - Present
Arthur State Bank May 2014 - July 2014
Arthur State Bank March 2010 - May 2014
Arthur State Bank March 2006 - March 2010
Arthur State Bank February 2003 - March 2006
Merrill Lynch January 1994 - October 2002
Skills
Trust Management, Wealth Management, Trust Services, Banking, Investments, Portfolio Management, Investment Advisory
Education
Gardner-Webb University 1982 — 1985
B.S. Management, Business
Emily Nenni's Merrill Lynch Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Citizens Financial Group, Inc. February 2015 - April 2015
Northwestern Mutual January 2012 - December 2014
HSBC Bank September 2008 - January 2012
Tim Hortons September 2006 - July 2008
Education
State University of New York College at Brockport 2010 — 2012
Bachelor of Science, Business Administration
Genesee Community College 2008 — 2010
Merrill Lynch April 2015 - Present
Citizens Financial Group, Inc. February 2015 - April 2015
Northwestern Mutual January 2012 - December 2014
HSBC Bank September 2008 - January 2012
Tim Hortons September 2006 - July 2008
Education
State University of New York College at Brockport 2010 — 2012
Bachelor of Science, Business Administration
Genesee Community College 2008 — 2010
Gwendolyn Benjamin Gwendolyn Benjamin's Merrill Lynch Experience 1992 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Gardner Webb University September 2013 - Present
Merrill Lynch 1992 - 2011
Skills
Financial Services, Banking, Bloomberg, Fixed Income Operations, Operational Risk and..., Asset-backed..., Compliance, Strongly self-motivated, Possess strong..., Goal-oriented..., Customer Service, Microsoft Office, Settlement, Back Office, Analysis, Trading, AML, Accounting, Securities, Mutual Funds, Public Speaking, Nonprofits, Anti Money Laundering, Fixed Income
Education
Gardner-Webb University
Bachelor's Degree, Business Administration and Management, General
Gardner Webb University September 2013 - Present
Merrill Lynch 1992 - 2011
Skills
Financial Services, Banking, Bloomberg, Fixed Income Operations, Operational Risk and..., Asset-backed..., Compliance, Strongly self-motivated, Possess strong..., Goal-oriented..., Customer Service, Microsoft Office, Settlement, Back Office, Analysis, Trading, AML, Accounting, Securities, Mutual Funds, Public Speaking, Nonprofits, Anti Money Laundering, Fixed Income
Education
Gardner-Webb University
Bachelor's Degree, Business Administration and Management, General
Fawzi Beidas's Merrill Lynch Experience September 2012 - January 2013
Job Inside Sales Associate at Association for Financial Professionals
Industry International Trade and Development
Experience
Association for Financial Professionals August 2015 - Present
FHI 360 February 2015 - July 2015
Embassy of Brazil January 2013 - March 2013
Merrill Lynch September 2012 - January 2013
TWS Comex January 2012 - May 2012
Browne Academy September 2011 - December 2011
Skills
Brazilian Portuguese, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Economic Development, Spanish, Research, Public Policy, Team Leadership, Time Management, Statistics, Microsoft Office, International Relations, Analysis, Leadership, Economics, Social Networking
Education
King's College London, U. of London 2013 — 2014
Master of Science (MS), Emerging Economies and International Development
George Mason University 2009 — 2013
Bachelor of Arts (BA), Double Major in Economics and Government & International Politics
Association for Financial Professionals August 2015 - Present
FHI 360 February 2015 - July 2015
Embassy of Brazil January 2013 - March 2013
Merrill Lynch September 2012 - January 2013
TWS Comex January 2012 - May 2012
Browne Academy September 2011 - December 2011
Skills
Brazilian Portuguese, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Economic Development, Spanish, Research, Public Policy, Team Leadership, Time Management, Statistics, Microsoft Office, International Relations, Analysis, Leadership, Economics, Social Networking
Education
King's College London, U. of London 2013 — 2014
Master of Science (MS), Emerging Economies and International Development
George Mason University 2009 — 2013
Bachelor of Arts (BA), Double Major in Economics and Government & International Politics
Lori Day Lori Day's Merrill Lynch Experience 1992 - 1997
Job SVP, Chief Administration Officer Banking at EverBank
Industry Executive Office
Experience
EverBank January 2015 - Present
Hubbard House, Inc. July 2015 - Present
New Day Solutions, Inc. December 2007 - Present
EverBank October 2010 - December 2014
Executive Chair - Women in Business 2013 and 2014 October 2012 - March 2014
Bank of America September 2005 - November 2007
Bank of America January 2005 - September 2005
Bank of America August 2000 - January 2005
Bank of America March 1997 - August 2000
Merrill Lynch 1992 - 1997
Skills
Risk Management, Strategic Planning, Banking, Process Improvement, Change Management, Team Building, Program Management, Training, Coaching, Business Analysis, Management, Leadership, Six Sigma, Sales, Leadership Development, Strategy, Customer Service, Workshop Facilitation, Business Strategy, New Business Development, Public Speaking, Event Management, Executive Coaching, Financial Analysis, Entrepreneurship, Vendor Management, Human Resources, Talent Management, Recruiting, Organizational..., Portfolio Management, Management Consulting, Business Development, Budgets, Team Leadership, Project Planning, Outsourcing
Education
Bank of America Quality and Productivity
Certified Six Sigma, Green Belt, Champion and LEAN - Black Belt underway
George Mason University
Business Administration
University of Florida
Interior Design
EverBank January 2015 - Present
Hubbard House, Inc. July 2015 - Present
New Day Solutions, Inc. December 2007 - Present
EverBank October 2010 - December 2014
Executive Chair - Women in Business 2013 and 2014 October 2012 - March 2014
Bank of America September 2005 - November 2007
Bank of America January 2005 - September 2005
Bank of America August 2000 - January 2005
Bank of America March 1997 - August 2000
Merrill Lynch 1992 - 1997
Skills
Risk Management, Strategic Planning, Banking, Process Improvement, Change Management, Team Building, Program Management, Training, Coaching, Business Analysis, Management, Leadership, Six Sigma, Sales, Leadership Development, Strategy, Customer Service, Workshop Facilitation, Business Strategy, New Business Development, Public Speaking, Event Management, Executive Coaching, Financial Analysis, Entrepreneurship, Vendor Management, Human Resources, Talent Management, Recruiting, Organizational..., Portfolio Management, Management Consulting, Business Development, Budgets, Team Leadership, Project Planning, Outsourcing
Education
Bank of America Quality and Productivity
Certified Six Sigma, Green Belt, Champion and LEAN - Black Belt underway
George Mason University
Business Administration
University of Florida
Interior Design
Ted Walsh Ted Walsh's Merrill Lynch Experience March 2007 - November 2008
Job Experienced Manager and Technical Leader
Industry Information Technology and Services
Experience
FEI Company June 2011 - Present
Kipe Technology Resources February 2011 - June 2011
Duran HCP September 2010 - February 2011
Merrill Lynch March 2007 - November 2008
Intel Corporation May 1991 - October 2006
Skills
Team Leadership, Hands-on Technical..., Technical Leadership, Technical Project..., Microsoft SQL Server, SQL Server, Mentoring, Requirements Analysis, Programming, Troubleshooting, Databases, SQL, Software Documentation, Software Development, T-SQL, Servers, Windows, Testing, Data Warehousing, SSIS, Integration, Project Management, SDLC
Education
George Fox University 2010 — 2011
Bachelor of Science, Management and Business Information Systems
Portland Community College 1986 — 1988
Programmer Analyst, Computer Information Systems
FEI Company June 2011 - Present
Kipe Technology Resources February 2011 - June 2011
Duran HCP September 2010 - February 2011
Merrill Lynch March 2007 - November 2008
Intel Corporation May 1991 - October 2006
Skills
Team Leadership, Hands-on Technical..., Technical Leadership, Technical Project..., Microsoft SQL Server, SQL Server, Mentoring, Requirements Analysis, Programming, Troubleshooting, Databases, SQL, Software Documentation, Software Development, T-SQL, Servers, Windows, Testing, Data Warehousing, SSIS, Integration, Project Management, SDLC
Education
George Fox University 2010 — 2011
Bachelor of Science, Management and Business Information Systems
Portland Community College 1986 — 1988
Programmer Analyst, Computer Information Systems
Stewart Koch Stewart Koch's Merrill Lynch Experience September 2010 - August 2011
Job Wealth Management Associate
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
Merrill Lynch September 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
UBS May 2008 - April 2009
Skills
Portfolio Management, Market Research, Bloomberg, Manage Client..., Social Skills, Microsoft Excel, Mutual Funds
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration
duPont Manual High School 2002 — 2006
Math, Science, and Technology Magnet
J.P. Morgan August 2011 - Present
Merrill Lynch September 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
UBS May 2008 - April 2009
Skills
Portfolio Management, Market Research, Bloomberg, Manage Client..., Social Skills, Microsoft Excel, Mutual Funds
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration
duPont Manual High School 2002 — 2006
Math, Science, and Technology Magnet
Philip Risher's Merrill Lynch Experience January 2011 - December 2011
Job Branch Manager Enterprise RentaCar
Industry International Trade and Development
Experience
Enterprise Rent-A-Car May 2012 - Present
Jameson Health System January 2012 - May 2012
Geneva College January 2009 - May 2012
Merrill Lynch January 2011 - December 2011
Enterprise Rent-A-Car June 2011 - August 2011
Ruby Tuesday June 2007 - April 2011
Skills
Microsoft Office, Customer Service, Statistics, Event Planning, Social Media, Time Management, Leadership, Public Relations, Team Leadership
Education
Geneva College 2008 — 2012
Bachelor of Science, Business
Enterprise Rent-A-Car May 2012 - Present
Jameson Health System January 2012 - May 2012
Geneva College January 2009 - May 2012
Merrill Lynch January 2011 - December 2011
Enterprise Rent-A-Car June 2011 - August 2011
Ruby Tuesday June 2007 - April 2011
Skills
Microsoft Office, Customer Service, Statistics, Event Planning, Social Media, Time Management, Leadership, Public Relations, Team Leadership
Education
Geneva College 2008 — 2012
Bachelor of Science, Business
Alex Palma, CFA Alex Palma, CFA's Merrill Lynch Experience July 2008 - October 2010
Job Research Analyst at Swank Capital, LLC
Industry Investment Management
Experience
Swank Capital, LLC June 2013 - Present
Capital Tactics June 2011 - June 2013
Merrill Lynch July 2008 - October 2010
Education
Furman University 2004 — 2008
Bachelor of Arts, Accounting
St. Mark's School of Texas
Swank Capital, LLC June 2013 - Present
Capital Tactics June 2011 - June 2013
Merrill Lynch July 2008 - October 2010
Education
Furman University 2004 — 2008
Bachelor of Arts, Accounting
St. Mark's School of Texas
Anthony Bianchi's Merrill Lynch Experience November 2002 - November 2004
Job Officer (Major) at US Army
Industry Military
Experience
US Army May 2015 - Present
US Army August 2013 - May 2015
US Army June 2012 - July 2013
US Army June 2010 - June 2012
US Army November 2004 - December 2008
Merrill Lynch November 2002 - November 2004
US Army May 1997 - November 2004
Skills
Military, Leadership, Command, Army, Team Building, DoD, Security Clearance, Military Operations, Operational Planning, National Security, Systems Engineering, Military Experience, Management, Logistics, Defense, Project Management, Afghanistan, Combat, Contingency Planning, Cross-functional Team..., Electronic Warfare, Force Protection, Government, Leadership Development, Operations Research, Security, Top Secret
Education
George Mason University 2008 — 2010
MS Systems Engineering
United States Military Academy at West Point 1993 — 1997
BS, Systems Engineering
US Army May 2015 - Present
US Army August 2013 - May 2015
US Army June 2012 - July 2013
US Army June 2010 - June 2012
US Army November 2004 - December 2008
Merrill Lynch November 2002 - November 2004
US Army May 1997 - November 2004
Skills
Military, Leadership, Command, Army, Team Building, DoD, Security Clearance, Military Operations, Operational Planning, National Security, Systems Engineering, Military Experience, Management, Logistics, Defense, Project Management, Afghanistan, Combat, Contingency Planning, Cross-functional Team..., Electronic Warfare, Force Protection, Government, Leadership Development, Operations Research, Security, Top Secret
Education
George Mason University 2008 — 2010
MS Systems Engineering
United States Military Academy at West Point 1993 — 1997
BS, Systems Engineering
BELLE ANGEL (nee Dorcas M. Bennett) BELLE ANGEL (nee Dorcas M. Bennett)'s Merrill Lynch Experience September 1997 - July 2001
Job ACTRESS at SAGAFTRA
Industry Entertainment
Experience
SAG-AFTRA November 2011 - Present
Sacrod Books and Publishing November 2009 - Present
CaribMode Foundation 2001 - 2009
Merrill Lynch September 1997 - July 2001
Skills
Acting, Entertainment, Books, Film Production, Film, Television, Social Media, Public Speaking, Commercials, Video Production, Social Media Marketing, Music, Social Networking, Business, Voice Over, Video, Drama, Comedy
Education
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, graduated 02/08/2013, 3.75
Syracuse University 1984 — 1991
BA, International Relations & French Language, Culture
SAG-AFTRA November 2011 - Present
Sacrod Books and Publishing November 2009 - Present
CaribMode Foundation 2001 - 2009
Merrill Lynch September 1997 - July 2001
Skills
Acting, Entertainment, Books, Film Production, Film, Television, Social Media, Public Speaking, Commercials, Video Production, Social Media Marketing, Music, Social Networking, Business, Voice Over, Video, Drama, Comedy
Education
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, graduated 02/08/2013, 3.75
Syracuse University 1984 — 1991
BA, International Relations & French Language, Culture
Nicholas Leone Nicholas Leone's Merrill Lynch Experience 1992 - 1994
Job Owner, Global Fund Group, LLC
Industry Investment Management
Experience
Global Fund Group, LLC 2007 - Present
LPL 2005 - 2007
AIG Advisor Group 2003 - 2005
Source Capital Group 1997 - 2003
United Nations 1997 - 1997
Deutsche Asset Management 1994 - 1997
Merrill Lynch 1992 - 1994
Skills
Alternative Investments, Portfolio Management, Investment Management, Hedge Funds, Strategy, Investments, Philanthropy, Principles of Economics
Education
Harvard Business School 2004 — 2004
Financial Management
Pepperdine University School of Law 1991 — 1991
Strauss Institute
Fuller Theological Seminary 1989 — 1991
MA, Theology & Intercultural Studies
Gordon College 1984 — 1989
BS, Business Administration & Exercise Physiology
McGill University 1986 — 1987
Physical Education
Tabor
Global Fund Group, LLC 2007 - Present
LPL 2005 - 2007
AIG Advisor Group 2003 - 2005
Source Capital Group 1997 - 2003
United Nations 1997 - 1997
Deutsche Asset Management 1994 - 1997
Merrill Lynch 1992 - 1994
Skills
Alternative Investments, Portfolio Management, Investment Management, Hedge Funds, Strategy, Investments, Philanthropy, Principles of Economics
Education
Harvard Business School 2004 — 2004
Financial Management
Pepperdine University School of Law 1991 — 1991
Strauss Institute
Fuller Theological Seminary 1989 — 1991
MA, Theology & Intercultural Studies
Gordon College 1984 — 1989
BS, Business Administration & Exercise Physiology
McGill University 1986 — 1987
Physical Education
Tabor
TJ DelPozzo TJ DelPozzo's Merrill Lynch Experience August 2009 - 2012
Job Project Engineer at PDI
Industry Industrial Automation
Experience
Power Drives Inc. April 2013 - Present
GE February 2012 - April 2013
Merrill Lynch August 2009 - 2012
Bush Industries November 2003 - August 2009
Education
Saint Bonaventure University 2007 — 2009
MBA, Accouting / Finance
Gannon University 1996 — 2001
BSME, Mechanical Engineering
Power Drives Inc. April 2013 - Present
GE February 2012 - April 2013
Merrill Lynch August 2009 - 2012
Bush Industries November 2003 - August 2009
Education
Saint Bonaventure University 2007 — 2009
MBA, Accouting / Finance
Gannon University 1996 — 2001
BSME, Mechanical Engineering
Andrew Wilkin Andrew Wilkin's Merrill Lynch Experience October 1991 - October 2000
Job Investment Specialist at Merrill Edge
Industry Investment Management
Experience
Merrill Edge April 2014 - Present
Charter Oak Insurance and Financial Services July 2013 - December 2013
New York Life Insurance Company December 2009 - July 2013
Wells Fargo Advisors LLC January 2007 - October 2009
REI, Inc August 2003 - December 2006
Merrill Lynch October 1991 - October 2000
Skills
Retirement Planning, Estate Planning, Education Savings, Securities, Insurance, Investments, Excel, Microsoft Office, Word, PowerPoint, Portfolio Management, Investment Advisory, Term Life Insurance, Microsoft Excel, Fixed Annuities, Microsoft Word, Mutual Funds, Budgets, Sales, Finance, Life Insurance, Leadership, Business Planning, IRAs, 401k, Retirement, Financial Services, Disability Insurance, Analysis
Education
George Mason University 2003 — 2006
Bachelor of Science, Accounting
University of Tennessee-Knoxville 1985 — 1988
Merrill Edge April 2014 - Present
Charter Oak Insurance and Financial Services July 2013 - December 2013
New York Life Insurance Company December 2009 - July 2013
Wells Fargo Advisors LLC January 2007 - October 2009
REI, Inc August 2003 - December 2006
Merrill Lynch October 1991 - October 2000
Skills
Retirement Planning, Estate Planning, Education Savings, Securities, Insurance, Investments, Excel, Microsoft Office, Word, PowerPoint, Portfolio Management, Investment Advisory, Term Life Insurance, Microsoft Excel, Fixed Annuities, Microsoft Word, Mutual Funds, Budgets, Sales, Finance, Life Insurance, Leadership, Business Planning, IRAs, 401k, Retirement, Financial Services, Disability Insurance, Analysis
Education
George Mason University 2003 — 2006
Bachelor of Science, Accounting
University of Tennessee-Knoxville 1985 — 1988
Awide Shahidi Awide Shahidi's Merrill Lynch Experience January 2011 - August 2011
Job Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
CapitalSource July 2013 - July 2015
Merrill Lynch January 2011 - August 2011
YFA October 2009 - May 2010
Meiburger Lawfirm P.C. March 2008 - May 2008
Skills
Economics, Microsoft Office, Microsoft Excel, Research, Finance, Data Analysis, Market Research, Provider Taxes, Property Taxes, Leadership, CAM, Management, Microsoft Word, Social Networking, Analysis, PowerPoint
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA), Finance
George Mason University 2008 — 2012
Economics, German Language and Literature
James Madison High School 2004 — 2008
Capital One July 2015 - Present
CapitalSource July 2013 - July 2015
Merrill Lynch January 2011 - August 2011
YFA October 2009 - May 2010
Meiburger Lawfirm P.C. March 2008 - May 2008
Skills
Economics, Microsoft Office, Microsoft Excel, Research, Finance, Data Analysis, Market Research, Provider Taxes, Property Taxes, Leadership, CAM, Management, Microsoft Word, Social Networking, Analysis, PowerPoint
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA), Finance
George Mason University 2008 — 2012
Economics, German Language and Literature
James Madison High School 2004 — 2008
Noah Goldenberg Noah Goldenberg's Merrill Lynch Experience May 2005 - August 2005
Job Senior Director, Business Intelligence & Data Analytics at SheKnows
Industry Internet
Experience
SheKnows August 2014 - Present
StyleCaster (Acquired by SheKnows) January 2013 - August 2014
TheLadders.com September 2012 - December 2012
TheLadders.com January 2011 - September 2012
Applied Predictive Technologies September 2006 - April 2009
Merrill Lynch May 2005 - August 2005
Vector Marketing May 2004 - August 2004
Vector Marketing August 2002 - April 2004
Skills
Analytics, Data Analysis, Business Intelligence, Data Mining, Management Consulting, Statistics, Product Management, Optimization, Business Analysis, Analysis, Business Strategy, Business Analytics, E-commerce, Web Analytics, SaaS, SQL, Microsoft SQL Server, Sales, Sales Management, Direct Sales, Databases, Data Science, Data Visualization, Exploratory Data..., Tableau, SPSS, Google Analytics, Predictive Analytics, Predictive Modeling, Enterprise Software, Management, Competitive Analysis, Consulting, CRM, Market Research, Salesforce.com, Big Data
Education
University of Virginia 2001 — 2006
BS, Commerce Major (Finance & Management Concentrations), Psychology Major, Economics Minor
George Mason University 2010 — 2012
Post-Bacclaureate Certificate, Computer Science
Northern Virginia Community College 2009 — 2010
Continuing Education, Computer Science
The Lawrenceville School 1997 — 2001
High School
Far Hills Country Day School 1993 — 1997
SheKnows August 2014 - Present
StyleCaster (Acquired by SheKnows) January 2013 - August 2014
TheLadders.com September 2012 - December 2012
TheLadders.com January 2011 - September 2012
Applied Predictive Technologies September 2006 - April 2009
Merrill Lynch May 2005 - August 2005
Vector Marketing May 2004 - August 2004
Vector Marketing August 2002 - April 2004
Skills
Analytics, Data Analysis, Business Intelligence, Data Mining, Management Consulting, Statistics, Product Management, Optimization, Business Analysis, Analysis, Business Strategy, Business Analytics, E-commerce, Web Analytics, SaaS, SQL, Microsoft SQL Server, Sales, Sales Management, Direct Sales, Databases, Data Science, Data Visualization, Exploratory Data..., Tableau, SPSS, Google Analytics, Predictive Analytics, Predictive Modeling, Enterprise Software, Management, Competitive Analysis, Consulting, CRM, Market Research, Salesforce.com, Big Data
Education
University of Virginia 2001 — 2006
BS, Commerce Major (Finance & Management Concentrations), Psychology Major, Economics Minor
George Mason University 2010 — 2012
Post-Bacclaureate Certificate, Computer Science
Northern Virginia Community College 2009 — 2010
Continuing Education, Computer Science
The Lawrenceville School 1997 — 2001
High School
Far Hills Country Day School 1993 — 1997
Peter Fisher, AIF®'s Merrill Lynch Experience August 1996 - September 2004
Job Partner: Human Investing
Industry Investment Management
Experience
Human Investing September 2004 - Present
Linfield College August 2014 - December 2014
Merrill Lynch August 1996 - September 2004
Skills
Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Strategic Planning, Asset Managment, Financial Analysis, Mutual Funds, 401k, Alternative Investments, Equities, Wealth Management, Estate Planning, Financial Modeling, Budgets, Asset Allocation, Retirement, Series 63, Asset Management, Finance, Financial Advisory, Investment Management, Leadership
Education
Linfield College 1992 — 1995
Bachelor of Arts (B.A.), Economics
George Fox University 2001 — 2003
Master of Business Administration (MBA)
The Wharton School, University of Pennsylvania 2003 — 2003
Merrill Lynch Financial Advisors Leadership Program
Human Investing September 2004 - Present
Linfield College August 2014 - December 2014
Merrill Lynch August 1996 - September 2004
Skills
Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Strategic Planning, Asset Managment, Financial Analysis, Mutual Funds, 401k, Alternative Investments, Equities, Wealth Management, Estate Planning, Financial Modeling, Budgets, Asset Allocation, Retirement, Series 63, Asset Management, Finance, Financial Advisory, Investment Management, Leadership
Education
Linfield College 1992 — 1995
Bachelor of Arts (B.A.), Economics
George Fox University 2001 — 2003
Master of Business Administration (MBA)
The Wharton School, University of Pennsylvania 2003 — 2003
Merrill Lynch Financial Advisors Leadership Program
Suzanne DeKock Suzanne DeKock's Merrill Lynch Experience August 2006 - December 2008
Job Associate Publisher at The Journey
Industry Health, Wellness and Fitness
Experience
The Journey June 2014 - Present
Take Shape for Life July 2011 - Present
Word Weavers 2000 - 2012
Merrill Lynch August 2006 - December 2008
Skills
Weight, Nutrition, Wellness, Health, Wellness Coaching, Coaching, Nutritional Counseling, Lifestyle Coaching, Lifestyle, Small Business, Fitness, Health Education, Sports Nutrition, Wellbeing, Nutrition Education, Supplements, Public Speaking, Personal Development, Corporations
Education
Furman University
Bachelor of Science, NeuroScience
The Journey June 2014 - Present
Take Shape for Life July 2011 - Present
Word Weavers 2000 - 2012
Merrill Lynch August 2006 - December 2008
Skills
Weight, Nutrition, Wellness, Health, Wellness Coaching, Coaching, Nutritional Counseling, Lifestyle Coaching, Lifestyle, Small Business, Fitness, Health Education, Sports Nutrition, Wellbeing, Nutrition Education, Supplements, Public Speaking, Personal Development, Corporations
Education
Furman University
Bachelor of Science, NeuroScience
Darren Banh's Merrill Lynch Experience January 2011 - Present
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Ameriprise Financial August 2009 - December 2010
Waddell & Reed January 2009 - June 2009
Merrill Lynch August 2007 - December 2008
Education
Georgetown University 2006 — 2010
Certificate
George Mason University 2001 — 2006
BA
Merrill Lynch January 2011 - Present
Ameriprise Financial August 2009 - December 2010
Waddell & Reed January 2009 - June 2009
Merrill Lynch August 2007 - December 2008
Education
Georgetown University 2006 — 2010
Certificate
George Mason University 2001 — 2006
BA
Craig Marcello Craig Marcello's Merrill Lynch Experience July 2010 - May 2011
Job Development Director/National Fundraising Manager
Industry Nonprofit Organization Management
Experience
Morgan Stanley Wealth Management January 2013 - May 2015
University of Phoenix October 2010 - July 2013
Marcello Consulting Group September 2011 - January 2013
Capital Growth Partners of Louisiana May 2009 - June 2012
Merrill Lynch July 2010 - May 2011
UBS Wealth Management November 2003 - March 2009
Smith Barney March 1998 - November 2003
Merrill Lynch October 1994 - March 1998
Skills
Asset Managment, Strategic Planning, Sales Management, Business Strategy, Business Planning, Strategic Financial..., Team Leadership, Investments, Account Management, Public Speaking, Finance, Financial Analysis, Risk Management, Retirement, Leadership, Underwriting, Loans, Asset Management, Small Business, Financial Planning
Education
George Mason University 1990 — 1992
M.B.A., Finance
Louisiana State University 1980 — 1989
B.A., International Trade & Finance
Morgan Stanley Wealth Management January 2013 - May 2015
University of Phoenix October 2010 - July 2013
Marcello Consulting Group September 2011 - January 2013
Capital Growth Partners of Louisiana May 2009 - June 2012
Merrill Lynch July 2010 - May 2011
UBS Wealth Management November 2003 - March 2009
Smith Barney March 1998 - November 2003
Merrill Lynch October 1994 - March 1998
Skills
Asset Managment, Strategic Planning, Sales Management, Business Strategy, Business Planning, Strategic Financial..., Team Leadership, Investments, Account Management, Public Speaking, Finance, Financial Analysis, Risk Management, Retirement, Leadership, Underwriting, Loans, Asset Management, Small Business, Financial Planning
Education
George Mason University 1990 — 1992
M.B.A., Finance
Louisiana State University 1980 — 1989
B.A., International Trade & Finance
Chai Dhramapitaksook Chai Dhramapitaksook's Merrill Lynch Experience May 2006 - May 2007
Job Consultant at TeraThink Corporation
Industry Information Technology and Services
Experience
TeraThink Corporation January 2014 - Present
OSUM Solutions, Inc. February 2008 - September 2013
Merrill Lynch May 2006 - May 2007
Skills
Management, Troubleshooting, Training, Microsoft Office, Business Analysis, Management Consulting, Financial Analysis, Financial Modeling, Investments, Strategy, Enterprise Architecture, Business Intelligence, SDLC, Wealth Management, Program Management, Strategic Financial..., Business Planning, Government Contracting, Entrepreneurship, Data Analysis, Analysis, Process Improvement
Education
George Mason University 2001 — 2006
BS, Finance
TeraThink Corporation January 2014 - Present
OSUM Solutions, Inc. February 2008 - September 2013
Merrill Lynch May 2006 - May 2007
Skills
Management, Troubleshooting, Training, Microsoft Office, Business Analysis, Management Consulting, Financial Analysis, Financial Modeling, Investments, Strategy, Enterprise Architecture, Business Intelligence, SDLC, Wealth Management, Program Management, Strategic Financial..., Business Planning, Government Contracting, Entrepreneurship, Data Analysis, Analysis, Process Improvement
Education
George Mason University 2001 — 2006
BS, Finance
Justyna Tuniewicz's Merrill Lynch Experience July 2003 - August 2003
Job Director at KPMG Advisory
Industry Financial Services
Experience
KPMG October 2014 - Present
KPMG Advisory June 2010 - September 2014
Goldman Sachs August 2013 - October 2013
KPMG Advisory December 2008 - June 2010
Dresdner Kleinwort December 2007 - November 2008
PricewaterhouseCoopers January 2005 - November 2007
Lehman Brothers 2006 - 2006
Deutsche Bank May 2004 - December 2004
Merrill Lynch July 2003 - August 2003
Skills
Fixed Income, Stress Testing, Equities, VAR, Scenario Analysis, Backtesting, Market Risk, Derivatives, Capital Markets, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Financial Risk, Risk Management
Education
Pace University 2003 — 2005
MBA, Financial Management, Investment Management
Gdańsk University of Technology 1998 — 2001
Engineer’s MSc, Management & Economics, Engineering Concentration: Organization and Design of Production Systems
II LO w Gdansku
II LO w Gdansku
KPMG October 2014 - Present
KPMG Advisory June 2010 - September 2014
Goldman Sachs August 2013 - October 2013
KPMG Advisory December 2008 - June 2010
Dresdner Kleinwort December 2007 - November 2008
PricewaterhouseCoopers January 2005 - November 2007
Lehman Brothers 2006 - 2006
Deutsche Bank May 2004 - December 2004
Merrill Lynch July 2003 - August 2003
Skills
Fixed Income, Stress Testing, Equities, VAR, Scenario Analysis, Backtesting, Market Risk, Derivatives, Capital Markets, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Financial Risk, Risk Management
Education
Pace University 2003 — 2005
MBA, Financial Management, Investment Management
Gdańsk University of Technology 1998 — 2001
Engineer’s MSc, Management & Economics, Engineering Concentration: Organization and Design of Production Systems
II LO w Gdansku
II LO w Gdansku
Jane Dale Jane Dale's Merrill Lynch Experience November 2002 - October 2003
Job Sr. Compensation Analyst at Hanesbrands Inc.
Industry Human Resources
Experience
Hanesbrands Inc. June 2015 - Present
Babcock & Wilcox November 2009 - May 2015
ICF International September 2007 - November 2008
Booz Allen Hamilton September 2004 - June 2005
Merrill Lynch November 2002 - October 2003
U.S. Department of State January 2003 - April 2003
Skills
Human Resources, Employee Benefits, Analysis, Deferred Compensation, Leadership, Risk Management, Visio, Microsoft Office, Microsoft Excel, Strategic Planning, SAP, Project Management, Microsoft Word, PowerPoint, Budgets, Organizational..., Public Speaking, Process Improvement, Research, HTML, Adobe LiveCycle Designer, Minitab, Java, Lawson HRIS, Executive Compensation..., ESPP, Store Compensation, International..., Annual Incentive Program, Equity Adminstration
Education
George Mason University 1999 — 2003
Bachelor of Arts (B.A.), Communications
Hanesbrands Inc. June 2015 - Present
Babcock & Wilcox November 2009 - May 2015
ICF International September 2007 - November 2008
Booz Allen Hamilton September 2004 - June 2005
Merrill Lynch November 2002 - October 2003
U.S. Department of State January 2003 - April 2003
Skills
Human Resources, Employee Benefits, Analysis, Deferred Compensation, Leadership, Risk Management, Visio, Microsoft Office, Microsoft Excel, Strategic Planning, SAP, Project Management, Microsoft Word, PowerPoint, Budgets, Organizational..., Public Speaking, Process Improvement, Research, HTML, Adobe LiveCycle Designer, Minitab, Java, Lawson HRIS, Executive Compensation..., ESPP, Store Compensation, International..., Annual Incentive Program, Equity Adminstration
Education
George Mason University 1999 — 2003
Bachelor of Arts (B.A.), Communications
Ryan H. Dunham, CPA Ryan H. Dunham, CPA's Merrill Lynch Experience July 2011 - August 2012
Job Fund Controller at Khronos LLC
Industry Financial Services
Experience
Khronos LLC July 2015 - Present
United Capital Markets January 2014 - July 2015
Kaufman Rossin Fund Services August 2012 - January 2014
Merrill Lynch July 2011 - August 2012
Franklin Templeton Investments December 2008 - June 2011
Franklin Templeton Investments May 2007 - December 2008
Franklin Templeton Investments September 2004 - May 2007
Franklin Templeton Investments June 2003 - September 2004
Franklin Templeton Investments July 2002 - June 2003
Skills
Fund Accounting, Mutual Funds, Investments, Strategy, Hedge Funds, Private Equity, Visual Basic, C++, C#, Visual Studio, Alternative Investments, Asset Management, Bloomberg, Corporate Actions, Equities, Finance, Financial Analysis, Financial Reporting, Fixed Income, Portfolio Management
Education
Nova Southeastern University 2007 — 2011
MBA, Business Administration
Western New Mexico University 1998 — 2001
BBA, Accounting
Broward College
Computer Programming
Garden City Community College 1997 — 1998
Accounting
Khronos LLC July 2015 - Present
United Capital Markets January 2014 - July 2015
Kaufman Rossin Fund Services August 2012 - January 2014
Merrill Lynch July 2011 - August 2012
Franklin Templeton Investments December 2008 - June 2011
Franklin Templeton Investments May 2007 - December 2008
Franklin Templeton Investments September 2004 - May 2007
Franklin Templeton Investments June 2003 - September 2004
Franklin Templeton Investments July 2002 - June 2003
Skills
Fund Accounting, Mutual Funds, Investments, Strategy, Hedge Funds, Private Equity, Visual Basic, C++, C#, Visual Studio, Alternative Investments, Asset Management, Bloomberg, Corporate Actions, Equities, Finance, Financial Analysis, Financial Reporting, Fixed Income, Portfolio Management
Education
Nova Southeastern University 2007 — 2011
MBA, Business Administration
Western New Mexico University 1998 — 2001
BBA, Accounting
Broward College
Computer Programming
Garden City Community College 1997 — 1998
Accounting
Cheri Lazenby's Merrill Lynch Experience September 2005 - November 2009
Job Sr. Consultant, OIA Global
Industry Financial Services
Experience
Percipio Consulting Group August 2015 - Present
ServerLogic November 2012 - August 2015
IBM March 2010 - November 2012
IBM November 2009 - March 2010
Merrill Lynch September 2005 - November 2009
Merrill Lynch October 2004 - September 2005
Wilshire Credit Corporation September 2003 - October 2004
Skills
Change Management, Process Improvement, Team Building, Project Planning, MS Project, Project Coordination, Mortgage Servicing, SharePoint, PowerPoint, Coaching, Residential Mortgages, Project Management, Program Management, Requirements Gathering, CA Clarity, Gap Analysis, Business Analysis, Visio, Business Process..., PMO, Leadership, Management
Education
George Fox University 2003 — 2005
BA, Social & Behavioral Studies
Portland Community College 2001 — 2003
Transfer Degree
Percipio Consulting Group August 2015 - Present
ServerLogic November 2012 - August 2015
IBM March 2010 - November 2012
IBM November 2009 - March 2010
Merrill Lynch September 2005 - November 2009
Merrill Lynch October 2004 - September 2005
Wilshire Credit Corporation September 2003 - October 2004
Skills
Change Management, Process Improvement, Team Building, Project Planning, MS Project, Project Coordination, Mortgage Servicing, SharePoint, PowerPoint, Coaching, Residential Mortgages, Project Management, Program Management, Requirements Gathering, CA Clarity, Gap Analysis, Business Analysis, Visio, Business Process..., PMO, Leadership, Management
Education
George Fox University 2003 — 2005
BA, Social & Behavioral Studies
Portland Community College 2001 — 2003
Transfer Degree
Ben DeClemente Ben DeClemente's Merrill Lynch Experience April 2004 - February 2010
Job Sr. IT Manager with 20+ years experience leading production support and release management teams and project management
Industry Banking
Experience
Bank of America February 2010 - Present
Merrill Lynch April 2004 - February 2010
Merrill Lynch April 2000 - April 2004
KPMG December 1998 - April 2000
Verizon February 1995 - December 1998
Apprise Consulting LLC January 1994 - February 1995
Mearl Corporation June 1990 - January 1994
US Navy December 1980 - January 1987
Skills
Disaster Recovery, Data Center, SDLC, IT Strategy, Requirements Analysis, Vendor Management, Incident Management, Project Management, Change Management, Infrastructure, Management, IT Management, Solution Architecture, Enterprise Software, Testing, Project Portfolio..., PMP, ITIL, Analysis, Integration, Release Management, Enterprise Architecture, Security, Information Technology, Business Process..., Telecommunications
Education
State University of New York Institute of Technology at Utica/Rome 1987 — 1990
B.S., Telecommunications
Gavilan College 1985 — 1987
A.S., Electronics
Bank of America February 2010 - Present
Merrill Lynch April 2004 - February 2010
Merrill Lynch April 2000 - April 2004
KPMG December 1998 - April 2000
Verizon February 1995 - December 1998
Apprise Consulting LLC January 1994 - February 1995
Mearl Corporation June 1990 - January 1994
US Navy December 1980 - January 1987
Skills
Disaster Recovery, Data Center, SDLC, IT Strategy, Requirements Analysis, Vendor Management, Incident Management, Project Management, Change Management, Infrastructure, Management, IT Management, Solution Architecture, Enterprise Software, Testing, Project Portfolio..., PMP, ITIL, Analysis, Integration, Release Management, Enterprise Architecture, Security, Information Technology, Business Process..., Telecommunications
Education
State University of New York Institute of Technology at Utica/Rome 1987 — 1990
B.S., Telecommunications
Gavilan College 1985 — 1987
A.S., Electronics
Jonathan Miljure Jonathan Miljure's Merrill Lynch Experience 1998 - October 2004
Job Plumber/Gas Fitter 2 at Leaside Plumbing and Heating
Industry Construction
Experience
Leaside Plumbing October 2004 - Present
Merrill Lynch 1998 - October 2004
Skills
Gas Fitter, Plumber, Certified Backflow..., Cycling, Backpacking, Camping, Hiking, Small Business
Education
George Brown College 2006 — 2009
Queen Elizabeth senior secondary 1991 — 1993
Leaside Plumbing October 2004 - Present
Merrill Lynch 1998 - October 2004
Skills
Gas Fitter, Plumber, Certified Backflow..., Cycling, Backpacking, Camping, Hiking, Small Business
Education
George Brown College 2006 — 2009
Queen Elizabeth senior secondary 1991 — 1993
Charlie Poe, CFA, MBA Charlie Poe, CFA, MBA's Merrill Lynch Experience December 2011 - May 2013
Job Chief Investment Officer at Grand Central Investment Group, LLC
Industry Entertainment
Experience
Grand Central Investment Group, LLC December 2014 - Present
Poe Wealth Management December 2013 - November 2014
Merrill Lynch December 2011 - May 2013
Liberty Road Entertainment December 2007 - December 2011
Poe Family Investment Co. June 1997 - December 2011
Poe & Associates, Inc. 2006 - 2007
Poe Financial Group 2002 - 2006
AllianceBernstein 2001 - 2001
Poe Financial Group 1997 - 2000
Skills
Investments, Asset Managment, Valuation, Private Equity, Financial Modeling, Asset Management, Alternative Investments, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Financial Analysis, Investment Strategies, Hedge Funds, Finance, Wealth Management, Venture Capital
Education
IESE Business School - University of Navarra 2000 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1996
BS in Business Administration, Finance and Insurance
Furman University 1992 — 1993
HB Plant
Grand Central Investment Group, LLC December 2014 - Present
Poe Wealth Management December 2013 - November 2014
Merrill Lynch December 2011 - May 2013
Liberty Road Entertainment December 2007 - December 2011
Poe Family Investment Co. June 1997 - December 2011
Poe & Associates, Inc. 2006 - 2007
Poe Financial Group 2002 - 2006
AllianceBernstein 2001 - 2001
Poe Financial Group 1997 - 2000
Skills
Investments, Asset Managment, Valuation, Private Equity, Financial Modeling, Asset Management, Alternative Investments, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Financial Analysis, Investment Strategies, Hedge Funds, Finance, Wealth Management, Venture Capital
Education
IESE Business School - University of Navarra 2000 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1996
BS in Business Administration, Finance and Insurance
Furman University 1992 — 1993
HB Plant
Vicki J. Zahand Vicki J. Zahand's Merrill Lynch Experience February 2005 - February 2006
Job Artist at Vicki Zahand Abstracts
Industry Fine Art
Experience
Vicki Zahand Abstracts November 2013 - Present
Sears Crawford November 2012 - October 2013
Bashaw & Atherton January 2012 - June 2012
Vantage Retirement Services November 2008 - June 2012
AIG Retirement Services February 2008 - October 2008
CEVA Logistics June 2006 - February 2008
Merrill Lynch February 2005 - February 2006
SBM IMODCO May 2003 - November 2003
Robert Half International September 2001 - March 2003
Hewitt Associates February 1998 - August 2001
Skills
401k, Finance, Public Speaking, Human Resources, Expense Management, Investments, Management, Financial Services, Business Planning, Mutual Funds, Insurance, Teaching/Training, Administration, Reconciliation, Data Analysis, Project Management, Process Improvement, Process Flow..., Spreadsheets, Coaching
Education
University of Houston-Downtown 2003 — 2005
BBA, Finance
Gannon University 1980 — 1982
Vicki Zahand Abstracts November 2013 - Present
Sears Crawford November 2012 - October 2013
Bashaw & Atherton January 2012 - June 2012
Vantage Retirement Services November 2008 - June 2012
AIG Retirement Services February 2008 - October 2008
CEVA Logistics June 2006 - February 2008
Merrill Lynch February 2005 - February 2006
SBM IMODCO May 2003 - November 2003
Robert Half International September 2001 - March 2003
Hewitt Associates February 1998 - August 2001
Skills
401k, Finance, Public Speaking, Human Resources, Expense Management, Investments, Management, Financial Services, Business Planning, Mutual Funds, Insurance, Teaching/Training, Administration, Reconciliation, Data Analysis, Project Management, Process Improvement, Process Flow..., Spreadsheets, Coaching
Education
University of Houston-Downtown 2003 — 2005
BBA, Finance
Gannon University 1980 — 1982
Bob LaRue Bob LaRue's Merrill Lynch Experience November 1982 - March 2009
Job National Director private Banking Advisor Channel at BNY Mellon
Industry Banking
Experience
BNY Mellon March 2013 - Present
Designed Alloy Products, INC 2011 - Present
Morgan Stanley Smith Barney July 2010 - February 2013
McColl Partners 2009 - 2010
Merrill Lynch November 1982 - March 2009
Skills
Investment Banking, Series 7, Portfolio Management, Credit, Commercial Banking, Banking, Mergers, Treasury Management, Restructuring, Financial Services, Private Banking, Underwriting, Loan Origination, Business Development, Wealth Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Illinois at Chicago Graduate School of Business 1980 — 1983
MBA, Finance
Furman University 1975 — 1979
BA, Economics
BNY Mellon March 2013 - Present
Designed Alloy Products, INC 2011 - Present
Morgan Stanley Smith Barney July 2010 - February 2013
McColl Partners 2009 - 2010
Merrill Lynch November 1982 - March 2009
Skills
Investment Banking, Series 7, Portfolio Management, Credit, Commercial Banking, Banking, Mergers, Treasury Management, Restructuring, Financial Services, Private Banking, Underwriting, Loan Origination, Business Development, Wealth Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Illinois at Chicago Graduate School of Business 1980 — 1983
MBA, Finance
Furman University 1975 — 1979
BA, Economics
Christine Capezzuto Christine Capezzuto's Merrill Lynch Experience 1984 - 1987
Job IS Information Security Engineer
Industry Information Technology and Services
Experience
Micron Technology November 2014 - Present
Micron Technology November 2014 - Present
Micron Technology November 2014 - Present
General Dynamics Information Technology February 2012 - November 2014
General Dynamics Information Technology September 2010 - February 2012
QinetiQ North America March 2009 - September 2010
At-Home Mother June 1992 - August 2006
Alexander & Alexander Consulting March 1991 - September 1992
Credit Suisse First Boston 1987 - 1991
Merrill Lynch 1984 - 1987
Skills
Vulnerability Assessment, Network Security, Information Assurance, Vulnerability Management, Information Security, Intrusion Detection, Computer Security, IPS, SIEM, RSA Security, NIST 800-53, Disaster Recovery, Business Continuity, DHS 4300A Handbook, FISMA, CompTIA Security+
Education
George Mason University 2006 — 2009
BS, Information Technology w/concentration in Network Security
Queensborough Community College 1988 — 1990
AS, Computer Programming and Information Systems
Micron Technology November 2014 - Present
Micron Technology November 2014 - Present
Micron Technology November 2014 - Present
General Dynamics Information Technology February 2012 - November 2014
General Dynamics Information Technology September 2010 - February 2012
QinetiQ North America March 2009 - September 2010
At-Home Mother June 1992 - August 2006
Alexander & Alexander Consulting March 1991 - September 1992
Credit Suisse First Boston 1987 - 1991
Merrill Lynch 1984 - 1987
Skills
Vulnerability Assessment, Network Security, Information Assurance, Vulnerability Management, Information Security, Intrusion Detection, Computer Security, IPS, SIEM, RSA Security, NIST 800-53, Disaster Recovery, Business Continuity, DHS 4300A Handbook, FISMA, CompTIA Security+
Education
George Mason University 2006 — 2009
BS, Information Technology w/concentration in Network Security
Queensborough Community College 1988 — 1990
AS, Computer Programming and Information Systems
Todd Pitt Todd Pitt's Merrill Lynch Experience December 2004 - July 2005
Job Chief Engagement Officer / Digital Strategist / Web Developer / Founder
Industry Internet
Experience
MetroStar Systems March 2009 - August 2009
Booz Allen Hamilton October 2007 - January 2009
NADA Analytical Services Group October 2005 - July 2007
Poetry of Witness 2001 - 2007
Merrill Lynch December 2004 - July 2005
Skills
Wikis, Content Management, Management, Web Design, Visio, Social Networking, Blogging, Community Building, Strategy, Leadership, Social Media, Community Management, Content Development, Web 2.0, Marketing, Organizational..., Integrated Marketing, Knowledge Management, New Media
Education
George Mason University 1999 — 2004
BA, Economics, IT, English
George Mason University
MetroStar Systems March 2009 - August 2009
Booz Allen Hamilton October 2007 - January 2009
NADA Analytical Services Group October 2005 - July 2007
Poetry of Witness 2001 - 2007
Merrill Lynch December 2004 - July 2005
Skills
Wikis, Content Management, Management, Web Design, Visio, Social Networking, Blogging, Community Building, Strategy, Leadership, Social Media, Community Management, Content Development, Web 2.0, Marketing, Organizational..., Integrated Marketing, Knowledge Management, New Media
Education
George Mason University 1999 — 2004
BA, Economics, IT, English
George Mason University
Heather Bayfield's Merrill Lynch Experience 1996 - 1998
Job President at Life Management Advisors, Inc America's Leader For Managing The Tasks Of Daily Living
Industry Financial Services
Experience
Life Management Advisors, Inc 2002 - Present
SunTrust Bank 1998 - 2002
Merrill Lynch 1996 - 1998
Skills
Budgets, Trusts, Strategic Planning, Financial Advisory, Estate Planning, Wealth Management, Small Business, Investments, Insurance, Finance, Management, Team Building, Public Speaking, Healthcare, Investment Management, Leadership, Series 7, Portfolio Management, Mutual Funds, Long-term Care, Analysis
Education
George Mason University 1995 — 1996
Graduate Work, Education
Sweet Briar College 1990 — 1994
BA, Anthropology
Life Management Advisors, Inc 2002 - Present
SunTrust Bank 1998 - 2002
Merrill Lynch 1996 - 1998
Skills
Budgets, Trusts, Strategic Planning, Financial Advisory, Estate Planning, Wealth Management, Small Business, Investments, Insurance, Finance, Management, Team Building, Public Speaking, Healthcare, Investment Management, Leadership, Series 7, Portfolio Management, Mutual Funds, Long-term Care, Analysis
Education
George Mason University 1995 — 1996
Graduate Work, Education
Sweet Briar College 1990 — 1994
BA, Anthropology
Raymond Conboy's Merrill Lynch Experience May 2003 - Present
Job First Vice President, CRPS
Industry Financial Services
Experience
Merrill Lynch May 2003 - Present
Prudential Securities January 1998 - May 2003
Skills
Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Asset Management, Retirement, Alternative Investments, Investment Advisory, Financial Analysis, Securities, Equities, Mergers & Acquisitions
Education
Galway-Mayo Institute of Technology 1989 — 1993
Merrill Lynch May 2003 - Present
Prudential Securities January 1998 - May 2003
Skills
Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Asset Management, Retirement, Alternative Investments, Investment Advisory, Financial Analysis, Securities, Equities, Mergers & Acquisitions
Education
Galway-Mayo Institute of Technology 1989 — 1993
Ruthie Martin's Merrill Lynch Experience October 2000 - October 2001
Job Staff
Industry Wine and Spirits
Experience
Mazza Vineyards, Inc September 2015 - Present
Marketplace Wine Shop October 2012 - January 2015
mARTin Clocks March 1997 - 2015
Merrill Lynch October 2000 - October 2001
Legg Mason December 1998 - May 2000
Pennsylvania State Legislature September 1987 - November 1990
Skills
Grant Writing, Event Planning, Program Management, Promotions, Procurement, Customer Service, Wine, Social Media, Illustration, Marketing Strategy, Public Relations, Social Media Marketing, Project Management, Strategic Planning
Education
Gannon University 2015 — 2019
Business Administration, Business Administration and Management, General
Mazza Vineyards, Inc September 2015 - Present
Marketplace Wine Shop October 2012 - January 2015
mARTin Clocks March 1997 - 2015
Merrill Lynch October 2000 - October 2001
Legg Mason December 1998 - May 2000
Pennsylvania State Legislature September 1987 - November 1990
Skills
Grant Writing, Event Planning, Program Management, Promotions, Procurement, Customer Service, Wine, Social Media, Illustration, Marketing Strategy, Public Relations, Social Media Marketing, Project Management, Strategic Planning
Education
Gannon University 2015 — 2019
Business Administration, Business Administration and Management, General
Steph Nathai's Merrill Lynch Experience September 2010 - December 2010
Job Web Developer
Industry Information Technology and Services
Experience
General Assembly August 2015 - Present
Guggenheim Partners September 2012 - August 2015
Guggenheim Partners December 2011 - September 2012
St. John's University School of Law January 2009 - May 2011
Merrill Lynch September 2010 - December 2010
St. John's University, Department of Conference Services May 2009 - August 2009
Skills
Web Development, HTML, CSS, JavaScript, jQuery, Ruby, Ruby on Rails, Responsive Web Design, Github, Heroku, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Time Management, Outlook, Microsoft Word, Customer Service, Event Planning, Social Networking, Social Media
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BA, Business Management / BS, Government & Politics
General Assembly 2015 — 2015
Web Development Immersive
General Assembly August 2015 - Present
Guggenheim Partners September 2012 - August 2015
Guggenheim Partners December 2011 - September 2012
St. John's University School of Law January 2009 - May 2011
Merrill Lynch September 2010 - December 2010
St. John's University, Department of Conference Services May 2009 - August 2009
Skills
Web Development, HTML, CSS, JavaScript, jQuery, Ruby, Ruby on Rails, Responsive Web Design, Github, Heroku, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Time Management, Outlook, Microsoft Word, Customer Service, Event Planning, Social Networking, Social Media
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BA, Business Management / BS, Government & Politics
General Assembly 2015 — 2015
Web Development Immersive
Maria Silvana Vargas's Merrill Lynch Experience October 2006 - December 2010
Job Global Corporate and Investment Banking COO at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Bank of America Merrill Lynch October 2010 - January 2014
Merrill Lynch October 2006 - December 2010
BBVA September 2005 - September 2006
Skills
Investment Banking, Banking, Capital Markets, Financial Markets, Derivatives, Fixed Income, Equities, Business Planning, Strategy, Finance
Education
Fundação Armando Alvares Penteado 2004 — 2008
Licentiate degree, Economics
Instituto Pre-Universitario Juan XXIII 2001 — 2003
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Bank of America Merrill Lynch October 2010 - January 2014
Merrill Lynch October 2006 - December 2010
BBVA September 2005 - September 2006
Skills
Investment Banking, Banking, Capital Markets, Financial Markets, Derivatives, Fixed Income, Equities, Business Planning, Strategy, Finance
Education
Fundação Armando Alvares Penteado 2004 — 2008
Licentiate degree, Economics
Instituto Pre-Universitario Juan XXIII 2001 — 2003
Ayesha Yasin, CRPC®'s Merrill Lynch Experience April 2005 - March 2009
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management March 2009 - October 2012
Merrill Lynch April 2005 - March 2009
Education
Harvard University 2015 — 2016
Graduate Degree Program - Extension School, Finance
George Mason University 1993 — 1997
Bachelor Of Arts, Economics
St. Joseph's College, Karachi Pakistan 1991 — 1993
Bachelor Of Science, Economics, Finance, French
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management March 2009 - October 2012
Merrill Lynch April 2005 - March 2009
Education
Harvard University 2015 — 2016
Graduate Degree Program - Extension School, Finance
George Mason University 1993 — 1997
Bachelor Of Arts, Economics
St. Joseph's College, Karachi Pakistan 1991 — 1993
Bachelor Of Science, Economics, Finance, French
Caitlin Erwin Caitlin Erwin's Merrill Lynch Experience May 2010 - August 2010
Job Interest Rate Derivatives Analyst at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets May 2015 - Present
BB&T October 2013 - Present
BB&T September 2012 - October 2013
BB&T January 2012 - September 2012
Alpha Delta Pi Sorority November 2009 - January 2011
UBS September 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Public Speaking, Finance, Financial Analysis, Portfolio Management, Leadership, Customer Service, Loans
Education
Furman University 2007 — 2011
Bachelor of Arts, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business, Economics
BB&T Capital Markets May 2015 - Present
BB&T October 2013 - Present
BB&T September 2012 - October 2013
BB&T January 2012 - September 2012
Alpha Delta Pi Sorority November 2009 - January 2011
UBS September 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Public Speaking, Finance, Financial Analysis, Portfolio Management, Leadership, Customer Service, Loans
Education
Furman University 2007 — 2011
Bachelor of Arts, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business, Economics
Heather Schumack Heather Schumack's Merrill Lynch Experience September 2004 - May 2009
Job Human Resources DOD
Industry Government Relations
Experience
US Army December 2009 - Present
Merrill Lynch September 2004 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Leadership, Event Planning, Recruiting, Social Networking, Leadership Development, Budgets, Access, Government, Sales, Social Media
Education
George Mason University 2002 — 2006
Bachelor of Arts (B.A.), Communication, General
Plano Senior High School 2000 — 2002
High School
Hayfield Secondary School 1999 — 2000
High School
US Army December 2009 - Present
Merrill Lynch September 2004 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Leadership, Event Planning, Recruiting, Social Networking, Leadership Development, Budgets, Access, Government, Sales, Social Media
Education
George Mason University 2002 — 2006
Bachelor of Arts (B.A.), Communication, General
Plano Senior High School 2000 — 2002
High School
Hayfield Secondary School 1999 — 2000
High School
Alison Inglis Alison Inglis's Merrill Lynch Experience June 2011 - July 2011
Job Digital Marketing & Advertising Professional in love with Data & Analytics
Industry Market Research
Experience
eMarketer March 2015 - Present
Gucci March 2014 - March 2015
Toastmasters International October 2013 - October 2014
State Street November 2012 - November 2013
Merrill Lynch June 2011 - July 2011
Skills
Microsoft Office, Research, Finance, Sales, Project Management, Microsoft Excel, Leadership, Start-ups, Data Analysis, Databases, Social Media, Nonprofits, Time Management, Mutual Funds, Fashion, PowerPoint, Social Networking, Strategic Planning, Social Media Marketing, Training, Marketing, Luxury Goods, E-commerce, Digital Marketing, Google Apps, Google Analytics, Vlookup, Pivot Tables, Macro, HTML, Blogging, Customer Service, WordPress, Dropbox, Bloomberg, Salesforce.com, Lean Principles, Mac and PC usage, Reuters, Lotus Notes, Six Sigma, Skype, Facebook, Instagram, Pinterest, Pinterest Marketing, Twitter, Public Relations, Apparel, Writing
Education
Simmons College 2008 — 2012
Bachelor of Arts in Finance; Minor in Chemistry
General Assembly
Digital Marketing
eMarketer March 2015 - Present
Gucci March 2014 - March 2015
Toastmasters International October 2013 - October 2014
State Street November 2012 - November 2013
Merrill Lynch June 2011 - July 2011
Skills
Microsoft Office, Research, Finance, Sales, Project Management, Microsoft Excel, Leadership, Start-ups, Data Analysis, Databases, Social Media, Nonprofits, Time Management, Mutual Funds, Fashion, PowerPoint, Social Networking, Strategic Planning, Social Media Marketing, Training, Marketing, Luxury Goods, E-commerce, Digital Marketing, Google Apps, Google Analytics, Vlookup, Pivot Tables, Macro, HTML, Blogging, Customer Service, WordPress, Dropbox, Bloomberg, Salesforce.com, Lean Principles, Mac and PC usage, Reuters, Lotus Notes, Six Sigma, Skype, Facebook, Instagram, Pinterest, Pinterest Marketing, Twitter, Public Relations, Apparel, Writing
Education
Simmons College 2008 — 2012
Bachelor of Arts in Finance; Minor in Chemistry
General Assembly
Digital Marketing
Humberto Lepelch's Merrill Lynch Experience August 2009 - December 2009
Job Associate Consultant at Teletrac
Industry Information Technology and Services
Experience
Teletrac June 2015 - Present
Smart Circle International December 2014 - June 2015
LivingSocial September 2014 - December 2014
Dell February 2012 - July 2014
Jim Koons Automotive Companies October 2011 - February 2012
K12 May 2011 - August 2011
Merrill Lynch August 2009 - December 2009
Northwestern Mutual January 2008 - May 2008
Skills
Software Solution Sales, Microsoft Technologies, Business Analysis, Marketing Communications, Email Marketing, Marketing, Project Management, Management, Forecasting, Strategic Planning, Leadership, Program Management, Public Relations, Analysis, Budgets, Training, Salesforce.com, Customer Service, Sales, Cold Calling, Account Management, Competitive Analysis, Strategy, Microsoft Office
Education
Nextec Academy of Technology 2012 — 2012
Information Technology, Cisco Certified Network Associate (CCNA)
George Mason University 2005 — 2010
Minor, Spanish Language and Literature
George Mason University - School of Management 2005 — 2010
Marketing, Business Administration
Teletrac June 2015 - Present
Smart Circle International December 2014 - June 2015
LivingSocial September 2014 - December 2014
Dell February 2012 - July 2014
Jim Koons Automotive Companies October 2011 - February 2012
K12 May 2011 - August 2011
Merrill Lynch August 2009 - December 2009
Northwestern Mutual January 2008 - May 2008
Skills
Software Solution Sales, Microsoft Technologies, Business Analysis, Marketing Communications, Email Marketing, Marketing, Project Management, Management, Forecasting, Strategic Planning, Leadership, Program Management, Public Relations, Analysis, Budgets, Training, Salesforce.com, Customer Service, Sales, Cold Calling, Account Management, Competitive Analysis, Strategy, Microsoft Office
Education
Nextec Academy of Technology 2012 — 2012
Information Technology, Cisco Certified Network Associate (CCNA)
George Mason University 2005 — 2010
Minor, Spanish Language and Literature
George Mason University - School of Management 2005 — 2010
Marketing, Business Administration
Bryan Dietzman's Merrill Lynch Experience September 1997 - November 2002
Job Casting Associate
Industry Entertainment
Experience
The Asylum July 2014 - Present
KCRW June 2013 - July 2014
Blue Microphones October 2009 - June 2013
Merrill Lynch September 1997 - November 2002
Skills
Radio, Television, Event Producing, Event Management, Live Events, Audio Editing, Audio Post Production, Voice Over, Video Production, Radio Producing, Radio Broadcasting, Broadcast, New Media, Video, Post Production, Entertainment, Digital Media
Education
Full Sail University 2006 — 2007
Associate of Arts (AA), Recording Arts Technology/Technician
The Asylum July 2014 - Present
KCRW June 2013 - July 2014
Blue Microphones October 2009 - June 2013
Merrill Lynch September 1997 - November 2002
Skills
Radio, Television, Event Producing, Event Management, Live Events, Audio Editing, Audio Post Production, Voice Over, Video Production, Radio Producing, Radio Broadcasting, Broadcast, New Media, Video, Post Production, Entertainment, Digital Media
Education
Full Sail University 2006 — 2007
Associate of Arts (AA), Recording Arts Technology/Technician
Amy Savalia Patel's Merrill Lynch Experience 2001 - 2001
Job Enterprise Portfolio at Macy's
Industry Retail
Experience
Macy's January 2014 - Present
macys.com May 2011 - January 2014
Booz Allen Hamilton 2010 - 2011
University of California Berkeley Career Services January 2010 - March 2010
Quorum Consulting January 2009 - 2009
Accenture 2004 - 2009
Marsh McLennan & Companies June 2003 - August 2003
Morgan Stanley June 2002 - May 2003
Merrill Lynch 2001 - 2001
Skills
Strategy, Business Strategy, CRM, Process Improvement, E-commerce, Project Management, Business Development, Business Process, Strategic Planning, Consulting, Analytics, Cross-functional Team..., Marketing Strategy, Management Consulting, Risk Management, Business Transformation, Business Process..., Change Management, Market Research, Business Planning, Marketing, Retail, Omnichannel strategy, Portfolio planning, Capital planning, Lean six sigma, Digital Strategy, Ecommerce strategy, Omnichannel marketing, Financial Modeling, Market Intelligence, Portfolio Management, Merchandising
Education
New York University
Gemological Institute of America 2008 — 2008
The London School of Economics and Political Science (LSE) 2001 — 2001
Macy's January 2014 - Present
macys.com May 2011 - January 2014
Booz Allen Hamilton 2010 - 2011
University of California Berkeley Career Services January 2010 - March 2010
Quorum Consulting January 2009 - 2009
Accenture 2004 - 2009
Marsh McLennan & Companies June 2003 - August 2003
Morgan Stanley June 2002 - May 2003
Merrill Lynch 2001 - 2001
Skills
Strategy, Business Strategy, CRM, Process Improvement, E-commerce, Project Management, Business Development, Business Process, Strategic Planning, Consulting, Analytics, Cross-functional Team..., Marketing Strategy, Management Consulting, Risk Management, Business Transformation, Business Process..., Change Management, Market Research, Business Planning, Marketing, Retail, Omnichannel strategy, Portfolio planning, Capital planning, Lean six sigma, Digital Strategy, Ecommerce strategy, Omnichannel marketing, Financial Modeling, Market Intelligence, Portfolio Management, Merchandising
Education
New York University
Gemological Institute of America 2008 — 2008
The London School of Economics and Political Science (LSE) 2001 — 2001
Seimith Suth Seimith Suth's Merrill Lynch Experience January 2011 - May 2011
Job UX Engineer at Salesforce
Industry Computer Software
Experience
Salesforce February 2015 - Present
GetInsured February 2014 - January 2015
General Assemb.ly September 2013 - December 2013
Bainco International Investors August 2012 - August 2013
Girl Scouts of Eastern Massachusetts February 2012 - July 2012
Family Equality Council March 2012 - June 2012
Simmons College May 2009 - May 2012
Merrill Lynch January 2011 - May 2011
Massachusetts Office of International Trade and Investment May 2010 - September 2010
Revolving Museum September 2005 - August 2008
Education
General Assembly 2013 — 2013
Full Stack Web Development
Simmons College 2008 — 2012
Bachelor of Science, Financial Mathematics
Salesforce February 2015 - Present
GetInsured February 2014 - January 2015
General Assemb.ly September 2013 - December 2013
Bainco International Investors August 2012 - August 2013
Girl Scouts of Eastern Massachusetts February 2012 - July 2012
Family Equality Council March 2012 - June 2012
Simmons College May 2009 - May 2012
Merrill Lynch January 2011 - May 2011
Massachusetts Office of International Trade and Investment May 2010 - September 2010
Revolving Museum September 2005 - August 2008
Education
General Assembly 2013 — 2013
Full Stack Web Development
Simmons College 2008 — 2012
Bachelor of Science, Financial Mathematics
Ian Scroggs's Merrill Lynch Experience March 2012 - November 2012
Job Associate, Private Wealth Management Legal Specialty Group
Industry Financial Services
Experience
Private Wealth Management Legal Specialty Group June 2013 - Present
Financial Industry Regulatory Authority November 2012 - January 2013
Merrill Lynch March 2012 - November 2012
Wells Fargo May 2011 - April 2012
Wachovia, A Wells Fargo Company June 2010 - May 2011
Skills
Wealth Management, Investments, Portfolio Management, Financial Analysis, Financial Services, Risk Management, Finance, Bond Trader Pro®, Morningstar Advisor..., Placing Orders, Annuity Net, Frontline Presentation..., Cashiering, First Rate Advisor, Envestnet, Microsoft Excel, Adobe Acrobat, Microsoft Office, Annuity Servicing, Variable Life & Health, Cash Flow Analysis, Operational Risk, Investment Advisory, Investment Sales, Private Equity, Managed Futures
Education
George Mason University
Certified Financial Planner, Professional Designation, Finance
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Private Wealth Management Legal Specialty Group June 2013 - Present
Financial Industry Regulatory Authority November 2012 - January 2013
Merrill Lynch March 2012 - November 2012
Wells Fargo May 2011 - April 2012
Wachovia, A Wells Fargo Company June 2010 - May 2011
Skills
Wealth Management, Investments, Portfolio Management, Financial Analysis, Financial Services, Risk Management, Finance, Bond Trader Pro®, Morningstar Advisor..., Placing Orders, Annuity Net, Frontline Presentation..., Cashiering, First Rate Advisor, Envestnet, Microsoft Excel, Adobe Acrobat, Microsoft Office, Annuity Servicing, Variable Life & Health, Cash Flow Analysis, Operational Risk, Investment Advisory, Investment Sales, Private Equity, Managed Futures
Education
George Mason University
Certified Financial Planner, Professional Designation, Finance
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Deborah Lusby's Merrill Lynch Experience February 1994 - July 1995
Job Account Executive, Willis Global Marine
Industry Insurance
Experience
Willis December 2014 - Present
Willis June 2009 - December 2014
Brown & Brown February 2008 - December 2008
Willis August 2004 - February 2008
Willis June 2002 - August 2004
Lantern Petroleum Corp / Coast Energy July 1995 - February 2002
Merrill Lynch February 1994 - July 1995
Skills
Marketing Communications, Microsoft Office, Marketing, Customer Service, Sales, Claim, New Business Development, Management, Strategic Planning, Negotiation, Leadership, Business Development, Sales Management, Team Leadership, Business Strategy
Education
Galveston College 1976 — 1978
Houston Community College
Willis December 2014 - Present
Willis June 2009 - December 2014
Brown & Brown February 2008 - December 2008
Willis August 2004 - February 2008
Willis June 2002 - August 2004
Lantern Petroleum Corp / Coast Energy July 1995 - February 2002
Merrill Lynch February 1994 - July 1995
Skills
Marketing Communications, Microsoft Office, Marketing, Customer Service, Sales, Claim, New Business Development, Management, Strategic Planning, Negotiation, Leadership, Business Development, Sales Management, Team Leadership, Business Strategy
Education
Galveston College 1976 — 1978
Houston Community College
Jordan Buranskas's Merrill Lynch Experience August 2011 - September 2012
Job Account Executive Venue Specialist Wedding Wire
Industry Marketing and Advertising
Experience
WeddingWire July 2015 - Present
Accounting Now August 2014 - June 2015
Merrill Lynch August 2011 - September 2012
Skills
Social Media, Salesforce.com, PowerPoint, Microsoft Office, Marketing, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Event Planning, Financial Analysis, Facebook, Spanish, Research, Market Research
Education
George Mason University 2009 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Michigan State University 2008 — 2008
Economics
WeddingWire July 2015 - Present
Accounting Now August 2014 - June 2015
Merrill Lynch August 2011 - September 2012
Skills
Social Media, Salesforce.com, PowerPoint, Microsoft Office, Marketing, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Event Planning, Financial Analysis, Facebook, Spanish, Research, Market Research
Education
George Mason University 2009 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Michigan State University 2008 — 2008
Economics
Juan Carlos Fierro's Merrill Lynch Experience October 1999 - December 2003
Job Finance Professional specializing in Analytics, Auditing, and Business Development
Industry Financial Services
Experience
U.S. Department of Commerce April 2015 - Present
Juan Carlos Financial Network (JCFN) January 2015 - Present
TMX Finance June 2014 - December 2014
Liberty Tax Service January 2013 - May 2014
H & R Block January 2010 - December 2012
United Arab Emirates January 2008 - December 2008
Rome Enterprises Ltd. January 2005 - December 2007
The Philadelphia Trust Co. January 2005 - March 2006
Merrill Lynch October 1999 - December 2003
Morgan Stanley January 1998 - September 1999
Skills
Budgeting, Business Analysis, Business Strategy, Business Management, Excel, Financial Analysis, Team Leadership, Negotiation, Organizational..., Risk Management, Problem Solving, Spanish, Team Building, Finance, Management Consulting, Analysis, Budgets, Microsoft Excel, Investments, Project Planning, Marketing, Financial Reporting, Business Planning, Training, Process Improvement, Leadership, Accounting, Portfolio Management, Management, Economics, Tax, Strategy, Forecasting, Business Development, Coaching, Corporate Finance, Banking, Policy, Start-ups, Payroll, Strategic Planning, Research, Strategic Financial..., Auditing, Entrepreneurship, Financial Modeling, Mergers & Acquisitions, Small Business, Tax Preparation, Managerial Finance
Education
George Mason University 1985 — 1989
Bachelor of Applied Science (BASc), Political Science and Government
U.S. Department of Commerce April 2015 - Present
Juan Carlos Financial Network (JCFN) January 2015 - Present
TMX Finance June 2014 - December 2014
Liberty Tax Service January 2013 - May 2014
H & R Block January 2010 - December 2012
United Arab Emirates January 2008 - December 2008
Rome Enterprises Ltd. January 2005 - December 2007
The Philadelphia Trust Co. January 2005 - March 2006
Merrill Lynch October 1999 - December 2003
Morgan Stanley January 1998 - September 1999
Skills
Budgeting, Business Analysis, Business Strategy, Business Management, Excel, Financial Analysis, Team Leadership, Negotiation, Organizational..., Risk Management, Problem Solving, Spanish, Team Building, Finance, Management Consulting, Analysis, Budgets, Microsoft Excel, Investments, Project Planning, Marketing, Financial Reporting, Business Planning, Training, Process Improvement, Leadership, Accounting, Portfolio Management, Management, Economics, Tax, Strategy, Forecasting, Business Development, Coaching, Corporate Finance, Banking, Policy, Start-ups, Payroll, Strategic Planning, Research, Strategic Financial..., Auditing, Entrepreneurship, Financial Modeling, Mergers & Acquisitions, Small Business, Tax Preparation, Managerial Finance
Education
George Mason University 1985 — 1989
Bachelor of Applied Science (BASc), Political Science and Government
James Hayslett James Hayslett's Merrill Lynch Experience June 2014 - August 2014
Job Internship at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Merrill Lynch June 2014 - August 2014
Microsoft January 2014 - April 2014
Skills
Team Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Marketing Strategy, Web Design, Bloomberg Terminal, Social Media
Education
Furman University 2012 — 2016
Bachelor of Business Administration, Senior
Morgan Stanley June 2015 - Present
Merrill Lynch June 2014 - August 2014
Microsoft January 2014 - April 2014
Skills
Team Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Marketing Strategy, Web Design, Bloomberg Terminal, Social Media
Education
Furman University 2012 — 2016
Bachelor of Business Administration, Senior
Rina Nath's Merrill Lynch Experience July 1999 - June 2002
Job Operations
Industry Executive Office
Experience
Self Employed 2011 - Present
GovX, LLC June 2011 - November 2011
JB Hudson Jewelers March 2003 - May 2011
Merrill Lynch July 1999 - June 2002
Skills
Microsoft Excel, Power..., Inventory Management, Inventory Control, Quality Control, E-commerce, Retail, Telecommunications, Internet, Photography, Administration, Financial Reporting, Customer Service, Vendor Management, Banking, Financial Analysis, Microsoft Excel, System Administration, Marketing, Management, Social Media, Social Media Marketing, Social Networking, Sales, Team Building
Education
Cal State Long Beach
Bachelor of Arts (B.A.), Theatre/Theatre Arts Management
Gemological Institute of America
Gemology, Graduate Gemologist
Self Employed 2011 - Present
GovX, LLC June 2011 - November 2011
JB Hudson Jewelers March 2003 - May 2011
Merrill Lynch July 1999 - June 2002
Skills
Microsoft Excel, Power..., Inventory Management, Inventory Control, Quality Control, E-commerce, Retail, Telecommunications, Internet, Photography, Administration, Financial Reporting, Customer Service, Vendor Management, Banking, Financial Analysis, Microsoft Excel, System Administration, Marketing, Management, Social Media, Social Media Marketing, Social Networking, Sales, Team Building
Education
Cal State Long Beach
Bachelor of Arts (B.A.), Theatre/Theatre Arts Management
Gemological Institute of America
Gemology, Graduate Gemologist
Cristiane Rutchii's Merrill Lynch Experience November 1993 - December 1996
Job Associate at Kuehne+Nagel
Industry Online Media
Experience
FTPI March 2012 - February 2014
Realmedia Latin America May 2010 - June 2012
Permission Ad Network March 2008 - February 2010
IDG BRASIL February 2007 - March 2008
Hands Mobile Ltda. August 2004 - December 2006
Cineclick May 2002 - July 2004
iG - Internet Group do Brazil Ltda February 2000 - January 2002
NG9 Opportunity March 1998 - February 2000
Itaú BBA April 1997 - March 1998
Merrill Lynch November 1993 - December 1996
Skills
Digital Marketing, Online Advertising, Digital Media, SEM, Digital Strategy, Mobile Marketing, Google Analytics, Marketing, Market Research, Advertising, Social Media, New Media, Media Planning, Email Marketing, Web Analytics, Strategy, Advertising Sales, Interactive Marketing, Management, Integrated Marketing, Market Planning, Marketing Management, Account Management, Social Media Marketing, Mobile Advertising, Product Marketing, Media Buying, SEO, Ad Networks, Competitive Analysis, Web Marketing, Strategic Partnerships, Marketing Communications, Lead Generation, B2B, Marketing Strategy, Google Adwords, Online Marketing, Sales, Mobile Devices, PPC, E-commerce, Direct Marketing, Display Advertising, Affiliate Marketing, Ad Serving, Search Advertising
Education
FACESP 1991 — 1995
Advertising
Fundação Armando Álvares Penteado
MBA Digital - Facesp
FTPI March 2012 - February 2014
Realmedia Latin America May 2010 - June 2012
Permission Ad Network March 2008 - February 2010
IDG BRASIL February 2007 - March 2008
Hands Mobile Ltda. August 2004 - December 2006
Cineclick May 2002 - July 2004
iG - Internet Group do Brazil Ltda February 2000 - January 2002
NG9 Opportunity March 1998 - February 2000
Itaú BBA April 1997 - March 1998
Merrill Lynch November 1993 - December 1996
Skills
Digital Marketing, Online Advertising, Digital Media, SEM, Digital Strategy, Mobile Marketing, Google Analytics, Marketing, Market Research, Advertising, Social Media, New Media, Media Planning, Email Marketing, Web Analytics, Strategy, Advertising Sales, Interactive Marketing, Management, Integrated Marketing, Market Planning, Marketing Management, Account Management, Social Media Marketing, Mobile Advertising, Product Marketing, Media Buying, SEO, Ad Networks, Competitive Analysis, Web Marketing, Strategic Partnerships, Marketing Communications, Lead Generation, B2B, Marketing Strategy, Google Adwords, Online Marketing, Sales, Mobile Devices, PPC, E-commerce, Direct Marketing, Display Advertising, Affiliate Marketing, Ad Serving, Search Advertising
Education
FACESP 1991 — 1995
Advertising
Fundação Armando Álvares Penteado
MBA Digital - Facesp
Barnali Goswami Barnali Goswami's Merrill Lynch Experience January 2014 - May 2015
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Merrill Lynch January 2014 - May 2015
PNC October 2012 - January 2014
PNC October 2010 - October 2012
PNC February 2008 - October 2010
PNC October 2003 - January 2008
Education
University of Wisconsin-Whitewater 2002 — 2005
MBA, Finance and Management
Gauhati University
MA, English; English Language and Linguistics
Gauhati University
BA, English
JPMorgan Chase & Co. July 2015 - Present
Merrill Lynch January 2014 - May 2015
PNC October 2012 - January 2014
PNC October 2010 - October 2012
PNC February 2008 - October 2010
PNC October 2003 - January 2008
Education
University of Wisconsin-Whitewater 2002 — 2005
MBA, Finance and Management
Gauhati University
MA, English; English Language and Linguistics
Gauhati University
BA, English
Jesse Nagelberg's Merrill Lynch Experience June 2009 - August 2009
Job Front End Developer at DevShop
Industry Information Technology and Services
Experience
DevShop July 2015 - Present
General Assembly January 2015 - April 2015
Securityhunter, Inc. June 2013 - May 2014
Amber Pure Power June 2013 - April 2014
Goodrich Aerostructures June 2011 - September 2011
Merrill Lynch June 2009 - August 2009
Skills
JavaScript, jQuery, Ruby on Rails, HTML5, CSS, SASS, Git, PostgreSQL, AJAX, Responsive Web Design, Web Development, Agile Methodologies, Heroku, Bootstrap, Backbone.js, AngularJS, ActiveRecord, Marketing, HAML, Marketing Strategy, Market Research, Product Management, Project Management
Education
University of San Diego 2009 — 2012
Bachelor of Business Administration (B.B.A.)
General Assembly 2015 — 2015
Web Development Immersive
DevShop July 2015 - Present
General Assembly January 2015 - April 2015
Securityhunter, Inc. June 2013 - May 2014
Amber Pure Power June 2013 - April 2014
Goodrich Aerostructures June 2011 - September 2011
Merrill Lynch June 2009 - August 2009
Skills
JavaScript, jQuery, Ruby on Rails, HTML5, CSS, SASS, Git, PostgreSQL, AJAX, Responsive Web Design, Web Development, Agile Methodologies, Heroku, Bootstrap, Backbone.js, AngularJS, ActiveRecord, Marketing, HAML, Marketing Strategy, Market Research, Product Management, Project Management
Education
University of San Diego 2009 — 2012
Bachelor of Business Administration (B.B.A.)
General Assembly 2015 — 2015
Web Development Immersive
Dee Dee Mendez Dee Dee Mendez's Merrill Lynch Experience April 2007 - June 2008
Job Talent Enablement Partner at Hewlett Packard Enterprise
Industry Human Resources
Experience
Hewlett-Packard August 2015 - Present
Leidos May 2015 - July 2015
Capco June 2014 - May 2015
Feng Shui Wellness Consulting May 2006 - June 2014
Citi July 2011 - September 2012
Merrill Lynch April 2007 - June 2008
PricewaterhouseCoopers September 1996 - August 2006
Pulsecom 1992 - 1996
SAIC 1991 - 1992
Kay Jewelers, Inc. September 1987 - December 1990
Skills
Employee Relations, Organizational..., Coaching, Talent Management, Performance Management, Management, Management Consulting, Human Resources, Program Management, Training, Strategy, Leadership, Personnel Management, Recruiting, Project Management, Staff Development
Education
Marymount University 1992 — 1995
M.A., Human Resources Management, Magna Cum Laude
George Mason University 1984 — 1988
B.A., English & Spanish Literature
Robinson Secondary School
BTB Feng Shui Masters Training Program
BTB Feng Shui Practitioner Certification
Hewlett-Packard August 2015 - Present
Leidos May 2015 - July 2015
Capco June 2014 - May 2015
Feng Shui Wellness Consulting May 2006 - June 2014
Citi July 2011 - September 2012
Merrill Lynch April 2007 - June 2008
PricewaterhouseCoopers September 1996 - August 2006
Pulsecom 1992 - 1996
SAIC 1991 - 1992
Kay Jewelers, Inc. September 1987 - December 1990
Skills
Employee Relations, Organizational..., Coaching, Talent Management, Performance Management, Management, Management Consulting, Human Resources, Program Management, Training, Strategy, Leadership, Personnel Management, Recruiting, Project Management, Staff Development
Education
Marymount University 1992 — 1995
M.A., Human Resources Management, Magna Cum Laude
George Mason University 1984 — 1988
B.A., English & Spanish Literature
Robinson Secondary School
BTB Feng Shui Masters Training Program
BTB Feng Shui Practitioner Certification
Jacob Morgan Jacob Morgan's Merrill Lynch Experience May 2008 - May 2010
Job District Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - 2015
SunTrust Investment Services, Inc. June 2010 - August 2013
Merrill Lynch May 2008 - May 2010
Ferris Baker Watts February 2004 - May 2008
Education
George Mason University 1995 — 2000
Bachelor's degree
AXA Advisors 2013 - 2015
SunTrust Investment Services, Inc. June 2010 - August 2013
Merrill Lynch May 2008 - May 2010
Ferris Baker Watts February 2004 - May 2008
Education
George Mason University 1995 — 2000
Bachelor's degree
Heather Bartlow Heather Bartlow's Merrill Lynch Experience September 2003 - April 2007
Job Graphic Designer at Crimson Fly Digital Marketing
Industry Graphic Design
Experience
Crimson Fly Digital Marketing July 2015 - Present
HB Web and Graphic Design December 2010 - Present
Morven Park January 2011 - August 2014
Tudor Place Historic House and Garden May 2007 - January 2011
Morven Park September 2010 - November 2010
Merrill Lynch September 2003 - April 2007
Skills
Non-profits, Museums, Website Development, Fundraising, Event Planning, Event Management, Social Media, Editing, Research, History, Historic Preservation, Nonprofits, Marketing, Media Relations, Photography, Public Relations, Newsletters, Entrepreneurship, New Media, Facebook, Arts Administration, Strategic Communications, SEO, Publicity, Social Networking
Education
George Mason University 2009 — 2011
MA, Arts Management
State University of New York at New Paltz 2000 — 2002
BA, Art History
Roger Williams University 1997 — 1999
Historic Preservation/Art History
Crimson Fly Digital Marketing July 2015 - Present
HB Web and Graphic Design December 2010 - Present
Morven Park January 2011 - August 2014
Tudor Place Historic House and Garden May 2007 - January 2011
Morven Park September 2010 - November 2010
Merrill Lynch September 2003 - April 2007
Skills
Non-profits, Museums, Website Development, Fundraising, Event Planning, Event Management, Social Media, Editing, Research, History, Historic Preservation, Nonprofits, Marketing, Media Relations, Photography, Public Relations, Newsletters, Entrepreneurship, New Media, Facebook, Arts Administration, Strategic Communications, SEO, Publicity, Social Networking
Education
George Mason University 2009 — 2011
MA, Arts Management
State University of New York at New Paltz 2000 — 2002
BA, Art History
Roger Williams University 1997 — 1999
Historic Preservation/Art History
Christine Kervin Tirpak Christine Kervin Tirpak's Merrill Lynch Experience 1975 - 1977
Job ELL Teacher at Alexandria City Public Schools
Industry Education Management
Experience
Alexandria City Public Schools 1990 - Present
American Bankers Association 1977 - 1989
Merrill Lynch 1975 - 1977
Skills
ESL, Curriculum Development, Staff Development, Instructional Design, Curriculum Design, Differentiated..., Tutoring, Elementary Education, K-12, Teacher Training, Literacy, Educational Leadership, Language Arts, E-Learning, Grant Writing, Program Management
Education
George Mason University 2000 — 2002
Master of Arts (M.A.), Educational Leadership and Administration
University of South Florida 1970 — 1974
Bachelor of Arts (BA), Early Childhood Education and Teaching
Balboa High School 1967 — 1970
High School Diploma
Alexandria City Public Schools 1990 - Present
American Bankers Association 1977 - 1989
Merrill Lynch 1975 - 1977
Skills
ESL, Curriculum Development, Staff Development, Instructional Design, Curriculum Design, Differentiated..., Tutoring, Elementary Education, K-12, Teacher Training, Literacy, Educational Leadership, Language Arts, E-Learning, Grant Writing, Program Management
Education
George Mason University 2000 — 2002
Master of Arts (M.A.), Educational Leadership and Administration
University of South Florida 1970 — 1974
Bachelor of Arts (BA), Early Childhood Education and Teaching
Balboa High School 1967 — 1970
High School Diploma
Raymond Chan Raymond Chan's Merrill Lynch Experience July 2008 - June 2011
Job Software Engineer at Blue Apron
Industry Internet
Experience
Blue Apron November 2014 - Present
HowAboutWe March 2013 - July 2014
Kenshoo November 2011 - August 2012
Merrill Lynch July 2008 - June 2011
Skills
Ruby on Rails, Ruby, jQuery, JavaScript, AJAX, HTML 5, CSS3, Analytics, Digital Marketing, PPC, SEM, Google Analytics, Objective-C, Web Development, SEO, Advertising, Social Media Marketing, CSS
Education
General Assembly 2012 — 2012
Web Development Intensive
Tufts University 2004 — 2008
Bachelor of Arts, Mathematics & Quantitative Economics
Blue Apron November 2014 - Present
HowAboutWe March 2013 - July 2014
Kenshoo November 2011 - August 2012
Merrill Lynch July 2008 - June 2011
Skills
Ruby on Rails, Ruby, jQuery, JavaScript, AJAX, HTML 5, CSS3, Analytics, Digital Marketing, PPC, SEM, Google Analytics, Objective-C, Web Development, SEO, Advertising, Social Media Marketing, CSS
Education
General Assembly 2012 — 2012
Web Development Intensive
Tufts University 2004 — 2008
Bachelor of Arts, Mathematics & Quantitative Economics
Andrea Dombrowski Andrea Dombrowski's Merrill Lynch Experience February 1995 - October 2003
Job Manager, Business Development & Sales at Employment Enterprises, Inc.
Industry Human Resources
Experience
Employment Enterprises, Inc. Business Development ManagerSynergy Benefits, Inc.January 2008 - August 2010
Keller Williams Realty September 2008 - July 2010
Long and Foster Realtors October 2003 - August 2008
Merrill Lynch February 1995 - October 2003
Skills
Negotiation, Real Estate, Account Management, Contract Negotiation, Coaching, Customer Relations, New Business Development, Customer Service, Sales, Management, ABR, Sales Management, Strategic Planning, Team Building, Business Strategy, Recruiting, Marketing, Cold Calling, Selling, Program Management, Business Development, Leadership, Leadership Development, Human Resources, Budgets, Employee Relations, Sourcing, Strategic Partnerships, Talent Management, Training, Talent Acquisition, CRM, Applicant Tracking..., Solution Selling, Strategy, Team Leadership, Consulting, Staffing Services, Social Networking, Direct Sales, Contract Recruitment, Sales Process, Business Planning, Salesforce.com, Vendor Management, Proposal Writing, Employee Benefits, Hiring, Organizational..., Marketing Strategy
Education
George Mason University 1988 — 1992
Business
Employment Enterprises, Inc. Business Development ManagerSynergy Benefits, Inc.January 2008 - August 2010
Keller Williams Realty September 2008 - July 2010
Long and Foster Realtors October 2003 - August 2008
Merrill Lynch February 1995 - October 2003
Skills
Negotiation, Real Estate, Account Management, Contract Negotiation, Coaching, Customer Relations, New Business Development, Customer Service, Sales, Management, ABR, Sales Management, Strategic Planning, Team Building, Business Strategy, Recruiting, Marketing, Cold Calling, Selling, Program Management, Business Development, Leadership, Leadership Development, Human Resources, Budgets, Employee Relations, Sourcing, Strategic Partnerships, Talent Management, Training, Talent Acquisition, CRM, Applicant Tracking..., Solution Selling, Strategy, Team Leadership, Consulting, Staffing Services, Social Networking, Direct Sales, Contract Recruitment, Sales Process, Business Planning, Salesforce.com, Vendor Management, Proposal Writing, Employee Benefits, Hiring, Organizational..., Marketing Strategy
Education
George Mason University 1988 — 1992
Business
Graziella Del Grande's Merrill Lynch Experience 1994 - 1998
Job Corporate Sales Manager, Ocean Properties, OPAL
Industry Hospitality
Experience
Ocean Properties November 2011 - Present
Allianz Life of America December 2007 - May 2011
Castle Management December 2006 - November 2007
Director of Catering August 2001 - July 2004
The Breakers Hotel August 1997 - June 2001
Merrill Lynch 1994 - 1998
Skills
Hospitality Management, Menu Development, Convention Services, Catering, Culinary Skills, Building Relationships, Public Relations, Sales, International Sales, International Relations, Diamond Jewelry, Estate Jewelry, Corporate Events, Restaurant Management, New Restaurant Openings, Wedding Planning, Precious Metals, Wine Tours, Food Safety, Food & Beverage, Hospitality Industry, Resorts, Hospitality, Hotels, Certified Meeting..., Meeting Planning, Social Media, Gem Identification, Qualifying Prospects, Purchasing, Negotiation, Contract Negotiation, Sales Presentations, Restaurants, Sales Management, Customer Service, Event Planning, Tourism, Pre-opening, Customer Satisfaction, Banquets, Hotel Management, Budgets, Event Management, Yield Management, Team Building, Revenue Analysis, Marketing, Marketing Strategy, Trade Shows
Education
Gemological Institute of America 2011 — 2011
Gemologist, Diamonds GEM120 GEM130
The Cittone Institute, Princeton NJ 1990 — 1992
McCorristin
Ocean Properties November 2011 - Present
Allianz Life of America December 2007 - May 2011
Castle Management December 2006 - November 2007
Director of Catering August 2001 - July 2004
The Breakers Hotel August 1997 - June 2001
Merrill Lynch 1994 - 1998
Skills
Hospitality Management, Menu Development, Convention Services, Catering, Culinary Skills, Building Relationships, Public Relations, Sales, International Sales, International Relations, Diamond Jewelry, Estate Jewelry, Corporate Events, Restaurant Management, New Restaurant Openings, Wedding Planning, Precious Metals, Wine Tours, Food Safety, Food & Beverage, Hospitality Industry, Resorts, Hospitality, Hotels, Certified Meeting..., Meeting Planning, Social Media, Gem Identification, Qualifying Prospects, Purchasing, Negotiation, Contract Negotiation, Sales Presentations, Restaurants, Sales Management, Customer Service, Event Planning, Tourism, Pre-opening, Customer Satisfaction, Banquets, Hotel Management, Budgets, Event Management, Yield Management, Team Building, Revenue Analysis, Marketing, Marketing Strategy, Trade Shows
Education
Gemological Institute of America 2011 — 2011
Gemologist, Diamonds GEM120 GEM130
The Cittone Institute, Princeton NJ 1990 — 1992
McCorristin
Douglas Newell Douglas Newell's Merrill Lynch Experience June 1990 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1990 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Series 63, Asset Allocation, Securities, Investment Advisory, Retirement, Estate Planning, Strategic Financial...
Education
Furman University 1980 — 1985
Bachelor's degree, Political Science and Government
Merrill Lynch June 1990 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Series 63, Asset Allocation, Securities, Investment Advisory, Retirement, Estate Planning, Strategic Financial...
Education
Furman University 1980 — 1985
Bachelor's degree, Political Science and Government
Charles Willoughby Charles Willoughby's Merrill Lynch Experience March 2001 - July 2009
Job Financial Advisor at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation July 2009 - Present
Merrill Lynch March 2001 - July 2009
Skills
Retirement, Risk Management, Asset Managment, Mutual Funds, Banking, Asset Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Securities, Portfolio Management, Financial Advisory, Investments, Series 7, Series 63, Financial Services, Financial Planning
Education
George Mason University 1975 — 1979
Bachelor of Arts (B.A.), English Literature
First Financial Equity Corporation July 2009 - Present
Merrill Lynch March 2001 - July 2009
Skills
Retirement, Risk Management, Asset Managment, Mutual Funds, Banking, Asset Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Securities, Portfolio Management, Financial Advisory, Investments, Series 7, Series 63, Financial Services, Financial Planning
Education
George Mason University 1975 — 1979
Bachelor of Arts (B.A.), English Literature
Emily Norton Emily Norton's Merrill Lynch Experience January 2008 - May 2008
Job Senior Analyst at US Department of Transportation (DOT)
Industry Public Policy
Experience
US Department of Transportation (DOT) June 2010 - Present
The Cadmus Group November 2009 - May 2010
Congressional Quarterly May 2009 - September 2009
Research!America January 2009 - May 2009
Central New Hampshire Regional Planning Commission June 2007 - December 2008
Merrill Lynch January 2008 - May 2008
Granite State College July 2006 - January 2007
Skills
Community Outreach, Public Policy, Research, Policy Analysis, Data Analysis, Interpersonal..., Editing, Blogging, Strategic Planning, Government, Qualitative Research, Economics, Proposal Writing, Microsoft Office, Report Writing, Politics, Analysis, Sustainability, Policy, Event Planning, Environmental Policy, Federal Government, Community Development, Program Evaluation, Program Management, Program Development, Volunteer Management, Public Affairs, Project Planning, Energy Policy, Public Relations, Transportation Planning, State Government, Legislation, Strategic Communications
Education
George Mason University 2014 — 2016
Master's Degree, Transportation Policy, Operations and Logistics
Simmons College 2004 — 2008
BA, Economics/Psychology Minor
US Department of Transportation (DOT) June 2010 - Present
The Cadmus Group November 2009 - May 2010
Congressional Quarterly May 2009 - September 2009
Research!America January 2009 - May 2009
Central New Hampshire Regional Planning Commission June 2007 - December 2008
Merrill Lynch January 2008 - May 2008
Granite State College July 2006 - January 2007
Skills
Community Outreach, Public Policy, Research, Policy Analysis, Data Analysis, Interpersonal..., Editing, Blogging, Strategic Planning, Government, Qualitative Research, Economics, Proposal Writing, Microsoft Office, Report Writing, Politics, Analysis, Sustainability, Policy, Event Planning, Environmental Policy, Federal Government, Community Development, Program Evaluation, Program Management, Program Development, Volunteer Management, Public Affairs, Project Planning, Energy Policy, Public Relations, Transportation Planning, State Government, Legislation, Strategic Communications
Education
George Mason University 2014 — 2016
Master's Degree, Transportation Policy, Operations and Logistics
Simmons College 2004 — 2008
BA, Economics/Psychology Minor
Charles Michael Charles Michael's Merrill Lynch Experience November 1987 - June 1991
Job Advanced Software Engineer at General Electric
Industry Electrical/Electronic Manufacturing
Experience
General Electric December 2010 - Present
Millennium Consulting September 2010 - December 2010
FM Global September 2006 - August 2010
SharpHat, Inc. April 2005 - August 2005
Toyota January 1994 - October 2004
Merrill Lynch November 1987 - June 1991
Rhode Island Hospital Trust 1984 - 1987
Skills
Silverlight, JavaScript, SQL 2008, MEF, C#, WPF, WCF Services, XAML, OData, SOAP, jQuery, MVVM, Prism, ASP.NET, Lambda Expressions, T-SQL Stored Procedures, .NET, WCF, Software Engineering, Visual Studio, XML, T-SQL, HTML 5, AngularJS, KnockoutJS, MVC 4, REST Services, TeamCity, Powershell, ASP.NET MVC, HTML5, REST
Education
Full Sail University 1991 — 1992
Associate's degree, Recording Arts Technology/Technician
Providence College 1980 — 1984
BA, Computer Science/Modern Languages
General Electric December 2010 - Present
Millennium Consulting September 2010 - December 2010
FM Global September 2006 - August 2010
SharpHat, Inc. April 2005 - August 2005
Toyota January 1994 - October 2004
Merrill Lynch November 1987 - June 1991
Rhode Island Hospital Trust 1984 - 1987
Skills
Silverlight, JavaScript, SQL 2008, MEF, C#, WPF, WCF Services, XAML, OData, SOAP, jQuery, MVVM, Prism, ASP.NET, Lambda Expressions, T-SQL Stored Procedures, .NET, WCF, Software Engineering, Visual Studio, XML, T-SQL, HTML 5, AngularJS, KnockoutJS, MVC 4, REST Services, TeamCity, Powershell, ASP.NET MVC, HTML5, REST
Education
Full Sail University 1991 — 1992
Associate's degree, Recording Arts Technology/Technician
Providence College 1980 — 1984
BA, Computer Science/Modern Languages
Patrick Gaul, CFP® Patrick Gaul, CFP®'s Merrill Lynch Experience October 2005 - April 2006
Job Director of Financial Planning at Moller & Associates
Industry Financial Services
Experience
Moller & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. July 2010 - Present
Moller & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. June 2006 - June 2010
Denison Golf Club at Granville April 2000 - June 2006
Merrill Lynch October 2005 - April 2006
Core Consolidated, Inc. August 2004 - December 2004
Morrow Gordon & Byrd October 2001 - March 2002
Education
Otterbein University 2004 — 2006
Bachelor of Science (B.S.), Business Administration / Economics, Magna Cum Laude
Furman University 2002 — 2003
Environmental Science
Moller & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. July 2010 - Present
Moller & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. June 2006 - June 2010
Denison Golf Club at Granville April 2000 - June 2006
Merrill Lynch October 2005 - April 2006
Core Consolidated, Inc. August 2004 - December 2004
Morrow Gordon & Byrd October 2001 - March 2002
Education
Otterbein University 2004 — 2006
Bachelor of Science (B.S.), Business Administration / Economics, Magna Cum Laude
Furman University 2002 — 2003
Environmental Science
Eugenia Chung's Merrill Lynch Experience July 1997 - July 1999
Job Luxury Goods & Jewelry Professional
Industry Luxury Goods & Jewelry
Experience
Eugenia Chung LLC June 2005 - Present
Baggins Inc May 2003 - June 2005
Luminant Worldwide June 2000 - January 2001
WallStreetDirect.com March 2000 - June 2000
Merrill Lynch July 1997 - July 1999
Education
University of California, Los Angeles 2006 — 2007
Handmade Jewelry
Gemological Institute of America 2006 — 2006
Jewelry Design and Pearl Stringing
Penn State University 1993 — 1997
BS, Finance & International Business
Eugenia Chung LLC June 2005 - Present
Baggins Inc May 2003 - June 2005
Luminant Worldwide June 2000 - January 2001
WallStreetDirect.com March 2000 - June 2000
Merrill Lynch July 1997 - July 1999
Education
University of California, Los Angeles 2006 — 2007
Handmade Jewelry
Gemological Institute of America 2006 — 2006
Jewelry Design and Pearl Stringing
Penn State University 1993 — 1997
BS, Finance & International Business
Barry Levy's Merrill Lynch Experience May 2010 - April 2011
Job Product Management and Marketing Executive / Founder at The Lemonade Stand Project
Industry Internet
Experience
The Lemonade Stand Project, Inc. January 2011 - Present
Capsule April 2009 - October 2011
Merrill Lynch May 2010 - April 2011
Citi May 2006 - April 2009
ING June 2002 - July 2005
United States Peace Corps September 2001 - June 2002
CSI, Inc. 2000 - 2001
Skills
Business Strategy, Strategic Planning, Strategy, Emerging Markets, Business Development, Analytics
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
Fundação Getúlio Vargas 2006 — 2006
International Program in Management
Pace University 1998 — 2001
BA
Saint Louis University 1999 — 2000
Business & Spanish Language Program
The Lemonade Stand Project, Inc. January 2011 - Present
Capsule April 2009 - October 2011
Merrill Lynch May 2010 - April 2011
Citi May 2006 - April 2009
ING June 2002 - July 2005
United States Peace Corps September 2001 - June 2002
CSI, Inc. 2000 - 2001
Skills
Business Strategy, Strategic Planning, Strategy, Emerging Markets, Business Development, Analytics
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
Fundação Getúlio Vargas 2006 — 2006
International Program in Management
Pace University 1998 — 2001
BA
Saint Louis University 1999 — 2000
Business & Spanish Language Program
Rodrigo Fittipaldi's Merrill Lynch Experience March 1996 - September 1998
Job Director Debt Capital Markets at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas April 2010 - Present
Standard Bank April 2006 - April 2010
Standard New York Securities April 2006 - November 2008
Banco ABC Brasil June 1999 - March 2006
Merrill Lynch March 1996 - September 1998
Citibank January 1995 - January 1996
Education
Fundação Getulio Vargas 1992 — 1996
BNP Paribas April 2010 - Present
Standard Bank April 2006 - April 2010
Standard New York Securities April 2006 - November 2008
Banco ABC Brasil June 1999 - March 2006
Merrill Lynch March 1996 - September 1998
Citibank January 1995 - January 1996
Education
Fundação Getulio Vargas 1992 — 1996
Erin Wootton's Merrill Lynch Experience August 2004 - July 2009
Job Consultant
Industry Banking
Experience
Green Tree Investment Management October 2010 - Present
Merrill Lynch August 2004 - July 2009
Hanover Capital 1997 - 2003
Skills
Mortgage Lending, Loans, Credit, Securitization, Capital Markets, Mortgage Banking, Credit Risk, Credit Analysis, Portfolio Management, Residential Mortgages, Underwriting, Structured Finance, Loan Origination
Education
Furman University 1988 — 1992
Green Tree Investment Management October 2010 - Present
Merrill Lynch August 2004 - July 2009
Hanover Capital 1997 - 2003
Skills
Mortgage Lending, Loans, Credit, Securitization, Capital Markets, Mortgage Banking, Credit Risk, Credit Analysis, Portfolio Management, Residential Mortgages, Underwriting, Structured Finance, Loan Origination
Education
Furman University 1988 — 1992
Francis G. Castillo's Merrill Lynch Experience July 2005 - July 2012
Job Full Stack Developer | Aspiring Polymath | Financial Services Professional | Entrepreneur |
Industry Internet
Experience
General Assembly June 2014 - Present
RareAires January 2013 - June 2014
Columbia University Graduate School of Architecture, Planning & Preservation July 2012 - January 2013
Merrill Lynch July 2005 - July 2012
TD Waterhouse Inc. January 2001 - July 2005
Josephthal & Co. January 1999 - January 2001
Skills
JavaScript, HTML 5, Ruby, Backbone.js, PostgreSQL, Software Development, Web Development, Ruby on Rails, jQuery, Sinatra, PHP, CSS3, SQL, APIs, Design Thinking, Agile Methodologies, Adobe Creative Suite, D3.js, Bootstrap, RSpec, Capybara, Git, Pair Programming, OAuth, AJAX, Gems, Creative Problem Solving, Entrepreneurship, Design Studio, Google Analytics, Digital Marketing, Business Analysis, Financial Services, Business Development, Electronic Trading, Equities, Options, Equity Derivatives, Equity Trading, Middle Office, Microsoft Excel, International Equities, Securities, Series 7, Series 63, Omgeo Oasys, CRM, Account Management, CSS, HTML5
Education
General Assembly 2014 — 2014
Web Development Immersive
Columbia University - Graduate School of Architecture, Planning and Preservation 2012 — 2013
Design thinking and Design Studio
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Saint John's University
Politcal Science
Saint Francis Prep
High School Dipolma
General Assembly June 2014 - Present
RareAires January 2013 - June 2014
Columbia University Graduate School of Architecture, Planning & Preservation July 2012 - January 2013
Merrill Lynch July 2005 - July 2012
TD Waterhouse Inc. January 2001 - July 2005
Josephthal & Co. January 1999 - January 2001
Skills
JavaScript, HTML 5, Ruby, Backbone.js, PostgreSQL, Software Development, Web Development, Ruby on Rails, jQuery, Sinatra, PHP, CSS3, SQL, APIs, Design Thinking, Agile Methodologies, Adobe Creative Suite, D3.js, Bootstrap, RSpec, Capybara, Git, Pair Programming, OAuth, AJAX, Gems, Creative Problem Solving, Entrepreneurship, Design Studio, Google Analytics, Digital Marketing, Business Analysis, Financial Services, Business Development, Electronic Trading, Equities, Options, Equity Derivatives, Equity Trading, Middle Office, Microsoft Excel, International Equities, Securities, Series 7, Series 63, Omgeo Oasys, CRM, Account Management, CSS, HTML5
Education
General Assembly 2014 — 2014
Web Development Immersive
Columbia University - Graduate School of Architecture, Planning and Preservation 2012 — 2013
Design thinking and Design Studio
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Saint John's University
Politcal Science
Saint Francis Prep
High School Dipolma
John Pulleyn's Merrill Lynch Experience April 2007 - March 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Parrish, Pulleyn & Young Wealth Management March 2008 - Present
Merrill Lynch April 2007 - March 2008
US Army June 2001 - March 2007
Education
Furman University 1997 — 2001
Political Science, Spanish
The McCallie School 1992 — 1997
Parrish, Pulleyn & Young Wealth Management March 2008 - Present
Merrill Lynch April 2007 - March 2008
US Army June 2001 - March 2007
Education
Furman University 1997 — 2001
Political Science, Spanish
The McCallie School 1992 — 1997
Yongchun Wu's Merrill Lynch Experience 1994 - 1996
Job Sr. Unix System Administrator at Bloomberg
Industry Financial Services
Experience
Bloomberg March 2003 - Present
Goldman Sachs Group 1998 - 2003
J.P. Morgan October 1996 - April 1998
Merrill Lynch 1994 - 1996
Skills
Unix, Solaris, Market Data, Perl, Disaster Recovery, Shell Scripting, Trading Systems, Data Center, Linux, Virtualization, Unix Shell Scripting, Enterprise Architecture
Education
Michigan State University 1990 — 1992
Master's degree, Computer Science
Fudan University 1980 — 1984
Bachelor of Science (BS), Computer Science
Bloomberg March 2003 - Present
Goldman Sachs Group 1998 - 2003
J.P. Morgan October 1996 - April 1998
Merrill Lynch 1994 - 1996
Skills
Unix, Solaris, Market Data, Perl, Disaster Recovery, Shell Scripting, Trading Systems, Data Center, Linux, Virtualization, Unix Shell Scripting, Enterprise Architecture
Education
Michigan State University 1990 — 1992
Master's degree, Computer Science
Fudan University 1980 — 1984
Bachelor of Science (BS), Computer Science
Deborah Ribeiro Dias Scott's Merrill Lynch Experience April 2001 - October 2002
Job Executive Director
Industry Banking
Experience
Rabobank March 2007 - Present
Rabobank October 2011 - 2011
Rabobank October 2006 - March 2007
Rabobank January 2003 - October 2006
Merrill Lynch April 2001 - October 2002
ABN AMRO Asset Management January 1997 - April 2001
Skills
Portfolio Management, Operational Risk..., Investment Banking, Investments
Education
Universidade de Sao Paulo, FEA/FIPECAFI - USP 1999 — 2001
MBA, Capital Markets
Fundação Armando Alvares Penteado 1992 — 1995
BA, Business Administration
Colegio Santa Cruz 1988 — 1990
High School
Rabobank March 2007 - Present
Rabobank October 2011 - 2011
Rabobank October 2006 - March 2007
Rabobank January 2003 - October 2006
Merrill Lynch April 2001 - October 2002
ABN AMRO Asset Management January 1997 - April 2001
Skills
Portfolio Management, Operational Risk..., Investment Banking, Investments
Education
Universidade de Sao Paulo, FEA/FIPECAFI - USP 1999 — 2001
MBA, Capital Markets
Fundação Armando Alvares Penteado 1992 — 1995
BA, Business Administration
Colegio Santa Cruz 1988 — 1990
High School
Catherine A. Tomasi's Merrill Lynch Experience October 2006 - March 2009
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America May 2010 - Present
Bank of America March 2009 - May 2010
Merrill Lynch October 2006 - March 2009
Record Transcripts, Inc. May 2003 - October 2006
Hillsborough County State Attorney - Victim Assistance Program May 1997 - March 2001
Skills
Securities, FINRA, Equities, Banking, Fixed Income, Capital Markets, Investment Banking, Financial Services, Derivatives, Options, Trading, Investments, Series 7
Education
Saint Leo University 1997 — 2000
BS, Psychology
George Mason University 1992 — 1995
BFA, Theater
Bank of America May 2010 - Present
Bank of America March 2009 - May 2010
Merrill Lynch October 2006 - March 2009
Record Transcripts, Inc. May 2003 - October 2006
Hillsborough County State Attorney - Victim Assistance Program May 1997 - March 2001
Skills
Securities, FINRA, Equities, Banking, Fixed Income, Capital Markets, Investment Banking, Financial Services, Derivatives, Options, Trading, Investments, Series 7
Education
Saint Leo University 1997 — 2000
BS, Psychology
George Mason University 1992 — 1995
BFA, Theater
Peter A. Pine's Merrill Lynch Experience September 2007 - January 2010
Job Full Stack Web Developer at Wellth
Industry Computer Software
Experience
Wellth August 2015 - Present
General Assembly March 2015 - Present
Roosevelt Island Racquet Club September 2013 - March 2015
Gotham Tennis Academy February 2010 - September 2013
Merrill Lynch September 2007 - January 2010
A.G. Edwards & Sons, Inc. April 2006 - September 2007
Skills
JavaScript, Ruby on Rails, Ruby, SQLite, Backbone.js, Node.js, Social Media, Management, Marketing, Research, Microsoft Office, Social Media Marketing, Microsoft Excel, Event Planning, Leadership, Marketing Strategy
Education
Hobart and William Smith Colleges 2001 — 2005
Bachelor's Degree, Architecture
General Assembly 2015 — 2015
WDI Web Development
Princeton High School 1997 — 2001
High School
Wellth August 2015 - Present
General Assembly March 2015 - Present
Roosevelt Island Racquet Club September 2013 - March 2015
Gotham Tennis Academy February 2010 - September 2013
Merrill Lynch September 2007 - January 2010
A.G. Edwards & Sons, Inc. April 2006 - September 2007
Skills
JavaScript, Ruby on Rails, Ruby, SQLite, Backbone.js, Node.js, Social Media, Management, Marketing, Research, Microsoft Office, Social Media Marketing, Microsoft Excel, Event Planning, Leadership, Marketing Strategy
Education
Hobart and William Smith Colleges 2001 — 2005
Bachelor's Degree, Architecture
General Assembly 2015 — 2015
WDI Web Development
Princeton High School 1997 — 2001
High School
Sara Gearhart's Merrill Lynch Experience March 2003 - October 2004
Job Budget Analyst at FinCEN
Industry Government Administration
Experience
Dept of the Treasury/Financial Crimes Enforcement Network August 2013 - Present
Dept of the Treasury/Financial Crimes Enforcement Network December 2006 - August 2013
Booz Allen Hamilton November 2004 - December 2006
Merrill Lynch March 2003 - October 2004
Skills
Program Management, Business Analysis, Project Management, Process Improvement, Change Management, Analysis, Strategic Planning, SharePoint, Microsoft Office, Customer Service, Marketing, Project Planning, Business Process...
Education
George Mason University 2000 — 2004
B.S., Business Management
Dept of the Treasury/Financial Crimes Enforcement Network August 2013 - Present
Dept of the Treasury/Financial Crimes Enforcement Network December 2006 - August 2013
Booz Allen Hamilton November 2004 - December 2006
Merrill Lynch March 2003 - October 2004
Skills
Program Management, Business Analysis, Project Management, Process Improvement, Change Management, Analysis, Strategic Planning, SharePoint, Microsoft Office, Customer Service, Marketing, Project Planning, Business Process...
Education
George Mason University 2000 — 2004
B.S., Business Management
Bruno Garcia Peneiras's Merrill Lynch Experience January 2013 - June 2013
Job MBA Candidate at NYU Stern School of Business
Industry Banking
Experience
Merrill Lynch January 2013 - June 2013
Merrill Lynch February 2011 - January 2013
Merrill Lynch February 2009 - January 2011
Merrill Lynch February 2007 - January 2009
Skills
Emerging Markets, Fixed Income, Equities, Derivatives, Financial Analysis, Investments, Portfolio Management, Business Strategy, Bloomberg, Structured Finance, Financial Markets, Finance, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Capital Markets, Banking
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fundação Getulio Vargas 2004 — 2007
Bachelor, Business Administration
Fundação Getúlio Vargas 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Merrill Lynch January 2013 - June 2013
Merrill Lynch February 2011 - January 2013
Merrill Lynch February 2009 - January 2011
Merrill Lynch February 2007 - January 2009
Skills
Emerging Markets, Fixed Income, Equities, Derivatives, Financial Analysis, Investments, Portfolio Management, Business Strategy, Bloomberg, Structured Finance, Financial Markets, Finance, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Capital Markets, Banking
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fundação Getulio Vargas 2004 — 2007
Bachelor, Business Administration
Fundação Getúlio Vargas 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Brendan Berents, CFS's Merrill Lynch Experience December 2000 - December 2002
Job Regional Sales Manager, Dixon Wells
Industry Insurance
Experience
Dixon Wells February 2015 - Present
Jackson National Life May 2011 - February 2015
Genworth Financial May 2007 - January 2011
Connectivity Solutions October 2003 - April 2007
Wachovia Securities December 2002 - October 2003
Merrill Lynch December 2000 - December 2002
Skills
Fixed Annuities, Series 6, Retirement Planning, Retirement, Investments, Insurance, Financial Advisory, Long-term Care, Variable Annuities, Life & Health Insurance..., Series 63, Mutual Funds, Sales, 401k, Alternative Investments
Education
University of Richmond 2009 — 2011
2011, Liberal Arts
George Mason University
George Mason University
Salisbury School
Dixon Wells February 2015 - Present
Jackson National Life May 2011 - February 2015
Genworth Financial May 2007 - January 2011
Connectivity Solutions October 2003 - April 2007
Wachovia Securities December 2002 - October 2003
Merrill Lynch December 2000 - December 2002
Skills
Fixed Annuities, Series 6, Retirement Planning, Retirement, Investments, Insurance, Financial Advisory, Long-term Care, Variable Annuities, Life & Health Insurance..., Series 63, Mutual Funds, Sales, 401k, Alternative Investments
Education
University of Richmond 2009 — 2011
2011, Liberal Arts
George Mason University
George Mason University
Salisbury School
Tonia Krauser's Merrill Lynch Experience 2000 - 2001
Job Director of Communications, Second Harvest
Industry Nonprofit Organization Management
Experience
Second Harvest 2008 - Present
DundeeWealth Inc. 2006 - 2008
EF Educational Tours 2005 - 2006
Mackenzie Investments 2001 - 2005
Merrill Lynch 2000 - 2001
Skills
Marketing Communications, Media Relations, Event Management, Social Media, Sponsorship, Fundraising, Strategic Communications, Public Relations, Marketing, Volunteer Management, Nonprofits, Event Planning, Corporate Communications
Education
University of Toronto 2007 — 2007
Corporate Communications
George Brown College 2002 — 2003
Marketing Management Certification & PR
Toronto School of Business 1998 — 1999
Business Administration Diploma, Honour Roll
Second Harvest 2008 - Present
DundeeWealth Inc. 2006 - 2008
EF Educational Tours 2005 - 2006
Mackenzie Investments 2001 - 2005
Merrill Lynch 2000 - 2001
Skills
Marketing Communications, Media Relations, Event Management, Social Media, Sponsorship, Fundraising, Strategic Communications, Public Relations, Marketing, Volunteer Management, Nonprofits, Event Planning, Corporate Communications
Education
University of Toronto 2007 — 2007
Corporate Communications
George Brown College 2002 — 2003
Marketing Management Certification & PR
Toronto School of Business 1998 — 1999
Business Administration Diploma, Honour Roll
Ted Danser's Merrill Lynch Experience December 2008 - October 2010
Job Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. October 2010 - Present
Merrill Lynch December 2008 - October 2010
ING March 2008 - October 2008
Merrill Lynch July 1999 - February 2008
Education
Furman University 1991 — 1995
Bachelor of Arts (B.A.), History
SunTrust Investment Services, Inc. October 2010 - Present
Merrill Lynch December 2008 - October 2010
ING March 2008 - October 2008
Merrill Lynch July 1999 - February 2008
Education
Furman University 1991 — 1995
Bachelor of Arts (B.A.), History
Alison Rinne's Merrill Lynch Experience September 2005 - December 2005
Job Data Manager at Integrated Corporate Health
Industry Health, Wellness and Fitness
Experience
Integrated Corporate Health April 2012 - Present
Accelero Health Partners December 2006 - April 2012
Card Processing Solutions, LLC August 2006 - October 2006
Merrill Lynch September 2005 - December 2005
Skills
PowerPoint, Access, Microsoft Excel, Data Analysis, Process Improvement, Mac, Microsoft Word, Program Management, Analysis, Customer Service, Hospitals, Healthcare, Business Analysis, Strategic Planning, Project Management, Management, Leadership Development
Education
Gannon University 2002 — 2006
Bachelor of Science, Finance
Integrated Corporate Health April 2012 - Present
Accelero Health Partners December 2006 - April 2012
Card Processing Solutions, LLC August 2006 - October 2006
Merrill Lynch September 2005 - December 2005
Skills
PowerPoint, Access, Microsoft Excel, Data Analysis, Process Improvement, Mac, Microsoft Word, Program Management, Analysis, Customer Service, Hospitals, Healthcare, Business Analysis, Strategic Planning, Project Management, Management, Leadership Development
Education
Gannon University 2002 — 2006
Bachelor of Science, Finance
Eleanor Forbes's Merrill Lynch Experience 1991 - 1998
Job AVP, Audit Supervisor at TD
Industry Financial Services
Experience
TD Bank August 2010 - Present
UBS Wealth Management June 2007 - December 2008
ComplianceQuest Partners LLC November 2005 - June 2007
NASD February 2000 - August 2005
Citicorp Investment Services June 1998 - February 2000
Merrill Lynch 1991 - 1998
Skills
AML, FINRA, Securities, Auditing, Financial Services, Risk Management
Education
George Mason University
BA, History
TD Bank August 2010 - Present
UBS Wealth Management June 2007 - December 2008
ComplianceQuest Partners LLC November 2005 - June 2007
NASD February 2000 - August 2005
Citicorp Investment Services June 1998 - February 2000
Merrill Lynch 1991 - 1998
Skills
AML, FINRA, Securities, Auditing, Financial Services, Risk Management
Education
George Mason University
BA, History
Aloysio Vieira-Neto's Merrill Lynch Experience August 1999 - Present
Job Managing DirectorWealth Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1999 - Present
Citibank Private Banking May 1992 - August 1999
Philip Morris International August 1985 - August 1990
Unisys April 1984 - August 1985
Corporacao Bonfiglioli April 1983 - April 1984
Unilever July 1981 - April 1983
Skills
Financial Services, Wealth Management, Investment Management, Asset Allocation, Equities, Fixed Income, Alternative Investments, Private Equity, Hedge Funds, Banking
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Fundação Getulio Vargas 1977 — 1981
Bachelor's Degree, Finance and Marketing
Merrill Lynch August 1999 - Present
Citibank Private Banking May 1992 - August 1999
Philip Morris International August 1985 - August 1990
Unisys April 1984 - August 1985
Corporacao Bonfiglioli April 1983 - April 1984
Unilever July 1981 - April 1983
Skills
Financial Services, Wealth Management, Investment Management, Asset Allocation, Equities, Fixed Income, Alternative Investments, Private Equity, Hedge Funds, Banking
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Fundação Getulio Vargas 1977 — 1981
Bachelor's Degree, Finance and Marketing
Kim Gross's Merrill Lynch Experience November 2000 - 2009
Job at Wells Fargo Bank
Industry Legal Services
Experience
Wells Fargo Bank 2009 - Present
Merrill Lynch November 2000 - 2009
Bay View Franchise Mortgage Acceptance Corporation July 1999 - September 2000
Moore & Van Allen, PLLC November 1997 - May 1999
Skills
Leases, Workout, Real Estate, Banking, Project Management, Loans, Commercial Real Estate, Finance, Portfolio Management, Corporate Law, Investment Properties, Due Diligence, Structured Finance, Financial Structuring, Commercial Lending, Private Equity, Joint Ventures, Debt Restructuring, Securitization, Funding, Credit, Mortgage Lending
Education
University of South Carolina School of Law 1989 — 1992
J.D., Law
Furman University 1983 — 1987
B.A., Political Science
Wells Fargo Bank 2009 - Present
Merrill Lynch November 2000 - 2009
Bay View Franchise Mortgage Acceptance Corporation July 1999 - September 2000
Moore & Van Allen, PLLC November 1997 - May 1999
Skills
Leases, Workout, Real Estate, Banking, Project Management, Loans, Commercial Real Estate, Finance, Portfolio Management, Corporate Law, Investment Properties, Due Diligence, Structured Finance, Financial Structuring, Commercial Lending, Private Equity, Joint Ventures, Debt Restructuring, Securitization, Funding, Credit, Mortgage Lending
Education
University of South Carolina School of Law 1989 — 1992
J.D., Law
Furman University 1983 — 1987
B.A., Political Science
Alexandre Penha's Merrill Lynch Experience February 2005 - June 2006
Job Director at Fertoz Limited (ASX: FTZ)
Industry Mining & Metals
Experience
Fertoz Limited (ASX: FTZ) July 2014 - Present
Brazil-Canada Chamber of Commerce 2009 - Present
Search Minerals Inc. September 2012 - July 2014
Aura Minerals Inc October 2012 - November 2013
Rio Novo Gold Inc. January 2010 - July 2013
Rio Verde Minerals Corp. November 2010 - March 2013
Clarus Securities August 2009 - January 2010
Thomas Weisel Partners March 2007 - February 2009
Tau Capital Corp. June 2006 - March 2007
Merrill Lynch February 2005 - June 2006
Skills
Corporate Finance, Corporate Development, Investment Banking, Capital Markets, Investments, Mining, Equity Research, Gold, Minerals, Securities, Energy, Renewable Energy
Education
York University - Schulich School of Business 2004 — 2006
MBA, Finance
Fundação Getulio Vargas 2001 — 2002
Post-Degree, Corporate Finance
Universidade do Estado do Rio de Janeiro 1991 — 1996
BA, Economics
Fertoz Limited (ASX: FTZ) July 2014 - Present
Brazil-Canada Chamber of Commerce 2009 - Present
Search Minerals Inc. September 2012 - July 2014
Aura Minerals Inc October 2012 - November 2013
Rio Novo Gold Inc. January 2010 - July 2013
Rio Verde Minerals Corp. November 2010 - March 2013
Clarus Securities August 2009 - January 2010
Thomas Weisel Partners March 2007 - February 2009
Tau Capital Corp. June 2006 - March 2007
Merrill Lynch February 2005 - June 2006
Skills
Corporate Finance, Corporate Development, Investment Banking, Capital Markets, Investments, Mining, Equity Research, Gold, Minerals, Securities, Energy, Renewable Energy
Education
York University - Schulich School of Business 2004 — 2006
MBA, Finance
Fundação Getulio Vargas 2001 — 2002
Post-Degree, Corporate Finance
Universidade do Estado do Rio de Janeiro 1991 — 1996
BA, Economics
andrea milano's Merrill Lynch Experience November 2006 - March 2009
Job Regional Brokerage Manager, Senior Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
PNC Investments July 2009 - June 2013
Merrill Lynch November 2006 - March 2009
Skills
Alternative Investments
Education
Robert Morris University 1990 — 1994
MBA, Business Administration and Management, General
Gannon University
BSBA, Marketing, Management
Villa Marie Academy
Wells Fargo Advisors, LLC June 2013 - Present
PNC Investments July 2009 - June 2013
Merrill Lynch November 2006 - March 2009
Skills
Alternative Investments
Education
Robert Morris University 1990 — 1994
MBA, Business Administration and Management, General
Gannon University
BSBA, Marketing, Management
Villa Marie Academy
Daniel Fell's Merrill Lynch Experience 2006 - 2007
Job Oracle Consultant at Wyndham Hotel Group
Industry Information Technology and Services
Experience
Wyndham Hotel Group August 2013 - Present
Office Depot July 2011 - August 2013
Harsco Corporation February 2010 - September 2011
Dow Jones June 2009 - February 2010
Protiviti July 2007 - June 2009
Tullett Prebon December 2002 - August 2007
Merrill Lynch 2006 - 2007
IDT August 2005 - September 2006
NextSet Software September 2000 - December 2002
Oracle February 1998 - September 2000
Skills
Oracle E-Business Suite, Sarbanes-Oxley Act, Business Process, ERP, Financial Reporting, Oracle Applications, Business Analysis, Oracle, Requirements Analysis, SDLC, CRM, Data Warehousing, Databases, Oracle HR
Education
Seton Hall University 1992 — 1998
MBA, Accounting/MIS
George Mason University 1988 — 1992
BS, Economics
Wyndham Hotel Group August 2013 - Present
Office Depot July 2011 - August 2013
Harsco Corporation February 2010 - September 2011
Dow Jones June 2009 - February 2010
Protiviti July 2007 - June 2009
Tullett Prebon December 2002 - August 2007
Merrill Lynch 2006 - 2007
IDT August 2005 - September 2006
NextSet Software September 2000 - December 2002
Oracle February 1998 - September 2000
Skills
Oracle E-Business Suite, Sarbanes-Oxley Act, Business Process, ERP, Financial Reporting, Oracle Applications, Business Analysis, Oracle, Requirements Analysis, SDLC, CRM, Data Warehousing, Databases, Oracle HR
Education
Seton Hall University 1992 — 1998
MBA, Accounting/MIS
George Mason University 1988 — 1992
BS, Economics
Jonathan Hanners's Merrill Lynch Experience 2005 - 2009
Job Credit Risk Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley November 2009 - Present
Merrill Lynch 2005 - 2009
Education
George Mason University
Morgan Stanley November 2009 - Present
Merrill Lynch 2005 - 2009
Education
George Mason University
Harrison Welch's Merrill Lynch Experience January 2009 - May 2009
Job Intelligence Analyst
Industry Government Administration
Experience
SRA International December 2013 - Present
Creative Computing Solutions Inc. October 2009 - December 2013
Merrill Lynch January 2009 - May 2009
Joe's House September 2008 - December 2008
Skills
Management, Research, Databases, Data Analysis, Government, Market Research, Project Management, Microsoft Office, Editing, Strategic Planning, Microsoft Excel, Nonprofits, PowerPoint, Community Outreach, Process Improvement, Social Media, Policy Analysis, Recruiting
Education
Furman University 2004 — 2008
Bachelor of Arts (B.A.), History
SRA International December 2013 - Present
Creative Computing Solutions Inc. October 2009 - December 2013
Merrill Lynch January 2009 - May 2009
Joe's House September 2008 - December 2008
Skills
Management, Research, Databases, Data Analysis, Government, Market Research, Project Management, Microsoft Office, Editing, Strategic Planning, Microsoft Excel, Nonprofits, PowerPoint, Community Outreach, Process Improvement, Social Media, Policy Analysis, Recruiting
Education
Furman University 2004 — 2008
Bachelor of Arts (B.A.), History
Melissa Longsdorf's Merrill Lynch Experience October 2013 - Present
Job Customer Account Manager at Bank of America
Industry Consumer Services
Experience
Merrill Lynch October 2013 - Present
Bank of America November 2007 - October 2013
Ward Trucking February 2004 - November 2007
Education
Geneva College 1997 — 2001
Bachelor of Arts, Music
Merrill Lynch October 2013 - Present
Bank of America November 2007 - October 2013
Ward Trucking February 2004 - November 2007
Education
Geneva College 1997 — 2001
Bachelor of Arts, Music
Sherry Romo's Merrill Lynch Experience December 2007 - June 2008
Job Senior Mortgage Banker/ Senior Loan Officer at Pinnalce Mortgage Group
Industry Financial Services
Experience
Pinnalce Mortgage Group 2009 - Present
Nationwide Lending August 2008 - July 2009
Merrill Lynch December 2007 - June 2008
Nation Point / Merrill Lynch 2006 - 2008
Nation Point January 2006 - December 2007
Education
Fullerton College
Business Administration
Pinnalce Mortgage Group 2009 - Present
Nationwide Lending August 2008 - July 2009
Merrill Lynch December 2007 - June 2008
Nation Point / Merrill Lynch 2006 - 2008
Nation Point January 2006 - December 2007
Education
Fullerton College
Business Administration
Jessi Buchmann's Merrill Lynch Experience October 2005 - Present
Job Loss Mitigation Project Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
Education
George Fox University
BS, Project Management
Merrill Lynch October 2005 - Present
Education
George Fox University
BS, Project Management
Angela Mello's Merrill Lynch Experience March 1987 - March 1990
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
UBS International May 2009 - August 2011
UBS AG April 2005 - May 2009
Bank Julius Baer December 2002 - April 2005
Goldman Sachs January 1996 - April 2002
Lehman Brothers May 1993 - August 1995
Morgan Grenfell March 1991 - May 1993
Merrill Lynch March 1987 - March 1990
JPMorgan July 1980 - February 1987
Skills
Investment Banking, Investments
Education
Fundação Getulio Vargas 1975 — 1980
Undergraduate/Master Degree, Business Administration/Economics
Colegio Sion 1969 — 1974
High School, High School/Secondary Diplomas and Certificates
Credit Suisse July 2011 - Present
UBS International May 2009 - August 2011
UBS AG April 2005 - May 2009
Bank Julius Baer December 2002 - April 2005
Goldman Sachs January 1996 - April 2002
Lehman Brothers May 1993 - August 1995
Morgan Grenfell March 1991 - May 1993
Merrill Lynch March 1987 - March 1990
JPMorgan July 1980 - February 1987
Skills
Investment Banking, Investments
Education
Fundação Getulio Vargas 1975 — 1980
Undergraduate/Master Degree, Business Administration/Economics
Colegio Sion 1969 — 1974
High School, High School/Secondary Diplomas and Certificates
Laura Heape Brisson's Merrill Lynch Experience July 2011 - November 2014
Job SVP, Private Client Services at First Tennessee Bank
Industry Financial Services
Experience
Merrill Lynch July 2011 - November 2014
Merrill Lynch July 2010 - July 2011
Merrill Lynch May 2009 - July 2010
Bank of America December 1999 - May 2009
Bank of America June 1998 - December 1999
Skills
Wealth Management, Private Banking, Wealth Management..., Series 7, Series 24, Series 63, Investments, Investment Advisory, Retirement Planning, Mortgage Lending, Portfolio Management, Securities Lending, Series 6, FINRA, Securities, Loan Origination, Credit, Equities, Asset Based Lending, Asset Managment, Loans, Home Equity Lines of..., Cash Management, Relationship Management, Relationship Building
Education
Furman University 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Porter Gaud School 1979 — 1991
Merrill Lynch July 2011 - November 2014
Merrill Lynch July 2010 - July 2011
Merrill Lynch May 2009 - July 2010
Bank of America December 1999 - May 2009
Bank of America June 1998 - December 1999
Skills
Wealth Management, Private Banking, Wealth Management..., Series 7, Series 24, Series 63, Investments, Investment Advisory, Retirement Planning, Mortgage Lending, Portfolio Management, Securities Lending, Series 6, FINRA, Securities, Loan Origination, Credit, Equities, Asset Based Lending, Asset Managment, Loans, Home Equity Lines of..., Cash Management, Relationship Management, Relationship Building
Education
Furman University 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Porter Gaud School 1979 — 1991
Apoorva More's Merrill Lynch Experience March 2009 - November 2009
Job Business Systems Analyst at Autodesk
Industry Computer Software
Experience
Autodesk October 2014 - Present
Autodesk November 2013 - October 2014
Union Bank October 2012 - November 2013
Broadcom May 2011 - September 2012
Western Digital June 2010 - December 2010
Delta Sigma Pi - Pi Sigma Chapter January 2010 - June 2010
Merrill Lynch March 2009 - November 2009
Skills
Data Analysis, Data Management, SQL, PeopleSoft, Asset Management, Trend Analysis, Business Process, Project Management
Education
General Assembly 2015 — 2015
UX Design Program
UC Irvine, Extension 2012 — 2013
Business Analyst Certification
University of California, Irvine 2007 — 2011
BA, Business Economics, Accounting
Autodesk October 2014 - Present
Autodesk November 2013 - October 2014
Union Bank October 2012 - November 2013
Broadcom May 2011 - September 2012
Western Digital June 2010 - December 2010
Delta Sigma Pi - Pi Sigma Chapter January 2010 - June 2010
Merrill Lynch March 2009 - November 2009
Skills
Data Analysis, Data Management, SQL, PeopleSoft, Asset Management, Trend Analysis, Business Process, Project Management
Education
General Assembly 2015 — 2015
UX Design Program
UC Irvine, Extension 2012 — 2013
Business Analyst Certification
University of California, Irvine 2007 — 2011
BA, Business Economics, Accounting
Andrew Schmidt's Merrill Lynch Experience 2004 - 2005
Job Equity Research Associate at FBR
Industry Financial Services
Experience
FBR June 2013 - Present
Bureau of Economic Analysis 2008 - June 2013
Bureau of Economic Analysis 2005 - 2008
Merrill Lynch 2004 - 2005
Skills
Economics, Excel, PowerPoint, Access, Word, Statistics, Financial Modeling, Microsoft Office, SQL, Financial Analysis, Research, Data Analysis, Time Series Analysis, Microsoft Excel, Microsoft Word, Analysis, Business Analysis, SAS, Project Management, Econometrics, Bloomberg, Strategy, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Finance, GPA 3.95
George Mason University 2005 — 2007
Master of Arts, Economics
Norwich University 2001 — 2005
Bachelor of Science, Business Management, Economics, Information Systems
FBR June 2013 - Present
Bureau of Economic Analysis 2008 - June 2013
Bureau of Economic Analysis 2005 - 2008
Merrill Lynch 2004 - 2005
Skills
Economics, Excel, PowerPoint, Access, Word, Statistics, Financial Modeling, Microsoft Office, SQL, Financial Analysis, Research, Data Analysis, Time Series Analysis, Microsoft Excel, Microsoft Word, Analysis, Business Analysis, SAS, Project Management, Econometrics, Bloomberg, Strategy, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Finance, GPA 3.95
George Mason University 2005 — 2007
Master of Arts, Economics
Norwich University 2001 — 2005
Bachelor of Science, Business Management, Economics, Information Systems
Marshall Hill, CFP®'s Merrill Lynch Experience February 2014 - Present
Job Team Lead at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch May 2012 - February 2014
Wounded Warrior Project May 2011 - August 2011
Acosta Sales & Marketing May 2010 - August 2010
Acosta Sales & Marketing May 2009 - August 2009
Skills
Certified Financial..., Series 7, Series 66, Series 9/10, Series 24, CRPC, Financial Analysis, Strategic Financial..., Project Management, Shopper Marketing, Grocery, IRI
Education
Furman University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch February 2014 - Present
Merrill Lynch May 2012 - February 2014
Wounded Warrior Project May 2011 - August 2011
Acosta Sales & Marketing May 2010 - August 2010
Acosta Sales & Marketing May 2009 - August 2009
Skills
Certified Financial..., Series 7, Series 66, Series 9/10, Series 24, CRPC, Financial Analysis, Strategic Financial..., Project Management, Shopper Marketing, Grocery, IRI
Education
Furman University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Leann Williamson's Merrill Lynch Experience 1989 - 1993
Job Esthetician at Swerve Salon and Spa
Industry Health, Wellness and Fitness
Experience
Swerve Salon and Spa April 2015 - Present
The Spa at Ballantyne June 2014 - May 2015
Morgan Stanley 1993 - 2000
Merrill Lynch 1989 - 1993
Skills
Aesthetics, Spa, Skin Care, Chemical Peels, Beauty Industry, Skin, Waxing, Microdermabrasion, Wellness, Therapeutic Massage, HydraFacial MD, Microneedling Certified
Education
Gaston College 2013 — 2014
Esthetics
Swerve Salon and Spa April 2015 - Present
The Spa at Ballantyne June 2014 - May 2015
Morgan Stanley 1993 - 2000
Merrill Lynch 1989 - 1993
Skills
Aesthetics, Spa, Skin Care, Chemical Peels, Beauty Industry, Skin, Waxing, Microdermabrasion, Wellness, Therapeutic Massage, HydraFacial MD, Microneedling Certified
Education
Gaston College 2013 — 2014
Esthetics
Cindy Griffith's Merrill Lynch Experience July 1981 - May 1985
Job AIM
Industry Human Resources
Experience
Africa Inland Mission International March 2014 - Present
Edward Jones December 2013 - Present
Chick-fil-A July 2013 - September 2013
Leadership Development International September 2004 - December 2011
Chick-fil-A July 2003 - June 2004
ANN INC. September 2002 - June 2004
Landmark School July 2000 - June 2002
Carriage Lane Kindergarten/Pre-K July 1995 - June 2000
Merrill Lynch July 1981 - May 1985
Skills
Social Media, Employee Relations, Training, Leadership, Microsoft Word, Nonprofits, Fundraising, Teamwork, Social Media Marketing, Outlook, Marketing Communications, Editing, Strategic Planning, Community Outreach, Human Resources, Travel Planning, Office Administration, Event Planning, Public Speaking, Microsoft Office
Education
Furman University
Bachelor of Arts (BA), Elementary Education, Liberal Arts
Institute of Medical Ultrasound, Atlanta, Georgia
Sonography, Anatomy & Physiology, Physics, and Sonography
Africa Inland Mission International March 2014 - Present
Edward Jones December 2013 - Present
Chick-fil-A July 2013 - September 2013
Leadership Development International September 2004 - December 2011
Chick-fil-A July 2003 - June 2004
ANN INC. September 2002 - June 2004
Landmark School July 2000 - June 2002
Carriage Lane Kindergarten/Pre-K July 1995 - June 2000
Merrill Lynch July 1981 - May 1985
Skills
Social Media, Employee Relations, Training, Leadership, Microsoft Word, Nonprofits, Fundraising, Teamwork, Social Media Marketing, Outlook, Marketing Communications, Editing, Strategic Planning, Community Outreach, Human Resources, Travel Planning, Office Administration, Event Planning, Public Speaking, Microsoft Office
Education
Furman University
Bachelor of Arts (BA), Elementary Education, Liberal Arts
Institute of Medical Ultrasound, Atlanta, Georgia
Sonography, Anatomy & Physiology, Physics, and Sonography
Luiza Ladeira Lavorato's Merrill Lynch Experience September 2013 - November 2013
Job MBA at Fordham University
Industry Financial Services
Experience
Merrill Lynch September 2013 - November 2013
Safra National Bank of New York May 2012 - November 2012
Banco Fator - Corretora July 2008 - October 2011
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Fundação Getúlio Vargas 2011 — 2011
Master's in Finance and Economics - Suspended, Finance, General
Ibmec Business School 2005 — 2009
Bacharel in Economics, Economics
Merrill Lynch September 2013 - November 2013
Safra National Bank of New York May 2012 - November 2012
Banco Fator - Corretora July 2008 - October 2011
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Fundação Getúlio Vargas 2011 — 2011
Master's in Finance and Economics - Suspended, Finance, General
Ibmec Business School 2005 — 2009
Bacharel in Economics, Economics
Kader John Meroni's Merrill Lynch Experience 2010 - 2011
Job Analytics Consultant
Industry Information Technology and Services
Experience
Kaiser Permanente July 2014 - Present
Sirius XM Radio Inc. August 2013 - July 2014
GEICO January 2011 - August 2013
Merrill Lynch 2010 - 2011
Skills
Capital Markets, Quantitative Analytics, Data Modeling, Business Process..., Competitive Analysis, Competitive Strategies, Options, SAS programming, Equities, Financial Reporting, Technical Analysis, SQL, Market Research, Financial Analysis, MicroStrategy, Teradata, Business Intelligence, Microstrategy, Analytics, Analysis, CRM, Process Improvement
Education
George Mason University
BS, Finance
Kaiser Permanente July 2014 - Present
Sirius XM Radio Inc. August 2013 - July 2014
GEICO January 2011 - August 2013
Merrill Lynch 2010 - 2011
Skills
Capital Markets, Quantitative Analytics, Data Modeling, Business Process..., Competitive Analysis, Competitive Strategies, Options, SAS programming, Equities, Financial Reporting, Technical Analysis, SQL, Market Research, Financial Analysis, MicroStrategy, Teradata, Business Intelligence, Microstrategy, Analytics, Analysis, CRM, Process Improvement
Education
George Mason University
BS, Finance
Kristina Damis Reynolds, MBA's Merrill Lynch Experience September 2006 - May 2007
Job Senior Supply Chain Planner, at Ansaldo STS
Industry Transportation/Trucking/Railroad
Experience
Ansaldo STS March 2011 - Present
Ansaldo STS November 2008 - March 2011
American Eagle Outfitters March 2008 - November 2008
Mid Atlantic Capital Corporation July 2007 - March 2008
Merrill Lynch September 2006 - May 2007
Skills
Transportation, Supply Chain, Supply Chain Management, SAP, Logistics, Process Improvement, Project Planning, Procurement, Forecasting, Rail, Project Management, Analysis, Business Process..., Supply Chain..., Warehousing, Management, APICS Member, PMI Member, PMI, Program Management, Contract Management, Microsoft Project, Microsoft Office, Leadership, Microsoft Excel, Customer Service, Strategic Planning, Primavera P6, Earned Value Management, Operations Management, Cross-functional Team..., Project Control, Railway, Team Building, Inventory Management, Requirements Analysis
Education
Robert Morris University 2010 — 2013
Master of Business Administration (MBA)
Gannon University 2003 — 2007
Bachelor of Science (BS), Finance
Ansaldo STS March 2011 - Present
Ansaldo STS November 2008 - March 2011
American Eagle Outfitters March 2008 - November 2008
Mid Atlantic Capital Corporation July 2007 - March 2008
Merrill Lynch September 2006 - May 2007
Skills
Transportation, Supply Chain, Supply Chain Management, SAP, Logistics, Process Improvement, Project Planning, Procurement, Forecasting, Rail, Project Management, Analysis, Business Process..., Supply Chain..., Warehousing, Management, APICS Member, PMI Member, PMI, Program Management, Contract Management, Microsoft Project, Microsoft Office, Leadership, Microsoft Excel, Customer Service, Strategic Planning, Primavera P6, Earned Value Management, Operations Management, Cross-functional Team..., Project Control, Railway, Team Building, Inventory Management, Requirements Analysis
Education
Robert Morris University 2010 — 2013
Master of Business Administration (MBA)
Gannon University 2003 — 2007
Bachelor of Science (BS), Finance
Jennifer Coppola's Merrill Lynch Experience March 1998 - September 2003
Job Higher Education Professional
Industry Education Management
Experience
George Washington University May 2014 - Present
Grant Thornton LLP November 2011 - February 2012
George Washington University August 2009 - July 2010
Merrill Lynch March 1998 - September 2003
Merrill Lynch September 1996 - March 1998
Education
LaSalle University 1999 — 2003
Master’s Degree, Education, Magna Cum Laude
The George Washington University 1991 — 1995
Bachelor’s Degree, International Affairs
George Mason University
Paralegal Studies Certificate
George Washington University May 2014 - Present
Grant Thornton LLP November 2011 - February 2012
George Washington University August 2009 - July 2010
Merrill Lynch March 1998 - September 2003
Merrill Lynch September 1996 - March 1998
Education
LaSalle University 1999 — 2003
Master’s Degree, Education, Magna Cum Laude
The George Washington University 1991 — 1995
Bachelor’s Degree, International Affairs
George Mason University
Paralegal Studies Certificate
Robert Gamboa's Merrill Lynch Experience 1985 - 1989
Job Performance Analyst at Allianz Global Investors Capital
Industry Financial Services
Experience
Allianz Global Investors Capital June 1996 - Present
Union Bank 1990 - June 1996
BMO Nesbitt Burns (Nesbitt Thomson Deacon Inc.) February 1989 - December 1989
Merrill Lynch 1985 - 1989
Education
George Brown College 1981 — 1983
General Business, Accounting and Finance
Allianz Global Investors Capital June 1996 - Present
Union Bank 1990 - June 1996
BMO Nesbitt Burns (Nesbitt Thomson Deacon Inc.) February 1989 - December 1989
Merrill Lynch 1985 - 1989
Education
George Brown College 1981 — 1983
General Business, Accounting and Finance
Nathaniel Hutchinson's Merrill Lynch Experience July 2008 - March 2009
Job USD Interest Rate Volatility Trading
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Barclays January 2013 - July 2014
Barclays May 2009 - December 2012
Merrill Lynch July 2008 - March 2009
Skills
Options, Financial Modeling, Quantitative Analytics, Trading, Interest Rate..., Microsoft Excel, Matlab, US Treasuries, Python, Visual Basic, JavaScript, Java, Interest Rate Swaps, Series 7, Series 63, 外務員資格一級・二級, Fixed Income
Education
General Assembly 2014 — 2014
Front End Web Development
The University of Texas at Austin 2002 — 2007
Bachelor of Applied Science (BASc), Mechanical Engineering / Thermal Combustion Systems
Tohoku University 2005 — 2006
Nissan Motors Advanced Hybrid Design Laboratory
Deutsche Bank July 2014 - Present
Barclays January 2013 - July 2014
Barclays May 2009 - December 2012
Merrill Lynch July 2008 - March 2009
Skills
Options, Financial Modeling, Quantitative Analytics, Trading, Interest Rate..., Microsoft Excel, Matlab, US Treasuries, Python, Visual Basic, JavaScript, Java, Interest Rate Swaps, Series 7, Series 63, 外務員資格一級・二級, Fixed Income
Education
General Assembly 2014 — 2014
Front End Web Development
The University of Texas at Austin 2002 — 2007
Bachelor of Applied Science (BASc), Mechanical Engineering / Thermal Combustion Systems
Tohoku University 2005 — 2006
Nissan Motors Advanced Hybrid Design Laboratory
Eduardo Calumby's Merrill Lynch Experience January 2006 - December 2006
Job Business Development at Advance Medical Brazil
Industry Venture Capital & Private Equity
Experience
Advance Medical Brazil June 2013 - Present
GP Investments May 2012 - July 2012
Credit Suisse May 2009 - December 2010
Banco Santander January 2007 - May 2009
Merrill Lynch January 2006 - December 2006
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Emerging Markets, Capital Markets, Private Equity, LBO, Venture Capital, M&A experience, DCF, Equity Valuation, Due Diligence, Corporate Development, Mergers & Acquisitions
Education
Wharton Business School 2011 — 2013
Master of Business Administration (MBA)
Fundação Getulio Vargas / FGV 2003 — 2006
Bachelor of Business Administration (BBA)
Advance Medical Brazil June 2013 - Present
GP Investments May 2012 - July 2012
Credit Suisse May 2009 - December 2010
Banco Santander January 2007 - May 2009
Merrill Lynch January 2006 - December 2006
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Emerging Markets, Capital Markets, Private Equity, LBO, Venture Capital, M&A experience, DCF, Equity Valuation, Due Diligence, Corporate Development, Mergers & Acquisitions
Education
Wharton Business School 2011 — 2013
Master of Business Administration (MBA)
Fundação Getulio Vargas / FGV 2003 — 2006
Bachelor of Business Administration (BBA)
David Lacinski's Merrill Lynch Experience September 2000 - September 2003
Job Executive Vice President
Industry Financial Services
Experience
Penn North Financial Services September 2003 - Present
Merrill Lynch September 2000 - September 2003
Skills
Series 7, Series 66, Licensed to Sell..., Retirement, FINRA, Fixed Annuities, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, IRAs, Securities, Investment Advisory, Life Insurance, 401k, Uniform Combined State...
Education
Kansas State University 2003 — 2005
Master of Science (M.S.), Family Financial Planning
Geneva College 1994 — 1998
B.S.B.A., Business Management
Penn North Financial Services September 2003 - Present
Merrill Lynch September 2000 - September 2003
Skills
Series 7, Series 66, Licensed to Sell..., Retirement, FINRA, Fixed Annuities, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, IRAs, Securities, Investment Advisory, Life Insurance, 401k, Uniform Combined State...
Education
Kansas State University 2003 — 2005
Master of Science (M.S.), Family Financial Planning
Geneva College 1994 — 1998
B.S.B.A., Business Management
Erick Zurita's Merrill Lynch Experience January 2012 - May 2012
Job Developer at CGI
Industry Information Technology and Services
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank