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
Colton Helms Colton Helms's Merrill Lynch Experience September 2014 - December 2014
Job Strategy & Operations Analyst
Industry
Experience
Deloitte July 2015 - Present
Merrill Lynch September 2014 - December 2014
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Office, Public Speaking, Spanish, Customer Service, Social Media, Teamwork, Research, Leadership, Data Entry, Microsoft Word, Event Planning
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, Economics
Deloitte July 2015 - Present
Merrill Lynch September 2014 - December 2014
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Office, Public Speaking, Spanish, Customer Service, Social Media, Teamwork, Research, Leadership, Data Entry, Microsoft Word, Event Planning
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, Economics
Ken Spano Ken Spano's Merrill Lynch Experience May 2006 - May 2008
Job Owner at Kickspring.com
Industry Marketing and Advertising
Experience
Kickspring January 2015 - Present
Internet Ventures September 2008 - Present
Merrill Lynch May 2006 - May 2008
Skills
Marketing, Social Media, Marketing Strategy, New Business Development, Business Strategy, Strategic Planning, Sales, Social Media Marketing, Entrepreneurship, Online Marketing, Online Advertising, Startup Marketing, Affiliate Marketing, Digital Media
Education
Georgetown University 2004 — 2008
Bachelor of Arts (B.A.), Finance, Management
Kickspring January 2015 - Present
Internet Ventures September 2008 - Present
Merrill Lynch May 2006 - May 2008
Skills
Marketing, Social Media, Marketing Strategy, New Business Development, Business Strategy, Strategic Planning, Sales, Social Media Marketing, Entrepreneurship, Online Marketing, Online Advertising, Startup Marketing, Affiliate Marketing, Digital Media
Education
Georgetown University 2004 — 2008
Bachelor of Arts (B.A.), Finance, Management
Catherine Haffner Catherine Haffner's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Haffner Group October 2008 - March 2012
USAA March 2008 - October 2008
GE Capital April 2006 - March 2008
Merrill Lynch 2004 - 2006
SunTrust Banks, Inc May 2000 - September 2004
PNC Financial Services August 1997 - May 2000
U.S. Bancorp September 1992 - August 1997
Bank of America June 1985 - September 1992
Skills
Marketing Strategy, Business Strategy, Sales Management, Talent Management, Executive Coaching, Corporate Branding, Brand Development, Product Development, Product Management, Product Launch, Retail Banking, Marketing Communications, Online Marketing, Mobile Marketing, Acquisition Marketing, Direct Marketing, Marketing Research, Relationship Marketing, Database Marketing, New Product Ideation, Launch Of New Products, Lead Generation, Thought Leadership, Qualitative Research, Public Speaking, Marketing, Investments, Integrated Marketing, Analytics, Banking, CRM, Leadership, Management, Program Management, Financial Services, Market Research
Education
Georgetown University 2009 — 2010
Certificate
Stanford University Graduate School of Business 1996 — 1996
Executive MBA Program, Leading and Managing Change
Seattle University 1979 — 1985
B.S.
Merrill Lynch March 2012 - Present
Haffner Group October 2008 - March 2012
USAA March 2008 - October 2008
GE Capital April 2006 - March 2008
Merrill Lynch 2004 - 2006
SunTrust Banks, Inc May 2000 - September 2004
PNC Financial Services August 1997 - May 2000
U.S. Bancorp September 1992 - August 1997
Bank of America June 1985 - September 1992
Skills
Marketing Strategy, Business Strategy, Sales Management, Talent Management, Executive Coaching, Corporate Branding, Brand Development, Product Development, Product Management, Product Launch, Retail Banking, Marketing Communications, Online Marketing, Mobile Marketing, Acquisition Marketing, Direct Marketing, Marketing Research, Relationship Marketing, Database Marketing, New Product Ideation, Launch Of New Products, Lead Generation, Thought Leadership, Qualitative Research, Public Speaking, Marketing, Investments, Integrated Marketing, Analytics, Banking, CRM, Leadership, Management, Program Management, Financial Services, Market Research
Education
Georgetown University 2009 — 2010
Certificate
Stanford University Graduate School of Business 1996 — 1996
Executive MBA Program, Leading and Managing Change
Seattle University 1979 — 1985
B.S.
Nicholas Salgado Nicholas Salgado's Merrill Lynch Experience July 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
PVOA, SRRBBL, MLBL (Basketball Leagues) 2010 - Present
Merrill Lynch August 2014 - May 2015
Wegmans Food Markets August 2012 - September 2013
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Data Entry, Customer Satisfaction, Retail, Leadership, Inventory Management
Education
George Mason University 2012 — 2015
B.S., Finance
Northern Virginia Community College 2010 — 2012
A.S., Business Administration
Merrill Lynch July 2015 - Present
PVOA, SRRBBL, MLBL (Basketball Leagues) 2010 - Present
Merrill Lynch August 2014 - May 2015
Wegmans Food Markets August 2012 - September 2013
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Data Entry, Customer Satisfaction, Retail, Leadership, Inventory Management
Education
George Mason University 2012 — 2015
B.S., Finance
Northern Virginia Community College 2010 — 2012
A.S., Business Administration
Priscilla Ama Gyimah-Boadi Priscilla Ama Gyimah-Boadi's Merrill Lynch Experience June 2009 - May 2012
Job Project Manager
Industry Telecommunications
Experience
BroadSoft February 2015 - Present
Infosys August 2014 - February 2015
Georgetown University August 2012 - May 2014
The Tony Elumelu Foundation July 2013 - August 2013
Savers' Club Ghana May 2012 - July 2012
Merrill Lynch June 2009 - May 2012
Merrill Lynch June 2008 - July 2008
Horizon Financing and Leasing December 2007 - January 2008
NYC Department of Youth and Community Development June 2007 - August 2007
Sinapi Aba Savings & Loans LTD December 2006 - January 2007
Skills
SPSS, Microsoft Excel, New Business Development, Project Management, Minitab, Salesforce.com, Economics, Data Analysis, Microsoft Office, Social Media, Microsoft Word, Nonprofits, Research
Education
Georgetown University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Spelman College 2005 — 2009
Bachelor of Arts (B.A.), Economics
BroadSoft February 2015 - Present
Infosys August 2014 - February 2015
Georgetown University August 2012 - May 2014
The Tony Elumelu Foundation July 2013 - August 2013
Savers' Club Ghana May 2012 - July 2012
Merrill Lynch June 2009 - May 2012
Merrill Lynch June 2008 - July 2008
Horizon Financing and Leasing December 2007 - January 2008
NYC Department of Youth and Community Development June 2007 - August 2007
Sinapi Aba Savings & Loans LTD December 2006 - January 2007
Skills
SPSS, Microsoft Excel, New Business Development, Project Management, Minitab, Salesforce.com, Economics, Data Analysis, Microsoft Office, Social Media, Microsoft Word, Nonprofits, Research
Education
Georgetown University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Spelman College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Cynthia Meyer, CFA®, CFP®, ChFC® Cynthia Meyer, CFA®, CFP®, ChFC®'s Merrill Lynch Experience 1997 - 2005
Job Unbiased Financial Planner | Workplace Financial Wellness | Financial Education | Employee Benefits | Speaker
Industry Financial Services
Experience
Financial Finesse February 2015 - Present
Cynthia Meyer, CFA®, CFP®, ChFC® 2005 - January 2015
Merrill Lynch 1997 - 2005
Various Democratic Candidates & Committees 1990 - 1996
Democratic National Committee 1989 - 1989
Skills
Strategic Planning, Public Speaking, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Financial Risk, Portfolio Management, Mutual Funds, Financial Planning, Certified Financial..., Teaching, Nonprofits, Fundraising, Retirement, Fixed Annuities, Risk Management, Leadership Development, Asset Allocation, Project Management, Finance, Wealth, New Business Development, Training, Editing, Contract Negotiation, French, Staff Development, Financial Workshops and..., Volunteer Management, Real Estate Investor, Relationship Building, Staff Training and..., Client Education, Tax Minimization, Liability Management, Financial Education, Chartered Financial..., Client Acquisition and..., Financial Wellness
Education
Georgetown University
Bachelor of Science
Financial Finesse February 2015 - Present
Cynthia Meyer, CFA®, CFP®, ChFC® 2005 - January 2015
Merrill Lynch 1997 - 2005
Various Democratic Candidates & Committees 1990 - 1996
Democratic National Committee 1989 - 1989
Skills
Strategic Planning, Public Speaking, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Financial Risk, Portfolio Management, Mutual Funds, Financial Planning, Certified Financial..., Teaching, Nonprofits, Fundraising, Retirement, Fixed Annuities, Risk Management, Leadership Development, Asset Allocation, Project Management, Finance, Wealth, New Business Development, Training, Editing, Contract Negotiation, French, Staff Development, Financial Workshops and..., Volunteer Management, Real Estate Investor, Relationship Building, Staff Training and..., Client Education, Tax Minimization, Liability Management, Financial Education, Chartered Financial..., Client Acquisition and..., Financial Wellness
Education
Georgetown University
Bachelor of Science
Colin Walls's Merrill Lynch Experience May 2014 - July 2014
Job Investment Banking Summer Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners April 2015 - Present
Georgetown University September 2012 - Present
Merrill Lynch May 2014 - July 2014
SCOR June 2013 - July 2013
Education
Georgetown University 2012 — 2016
B.S.B.A, Finance, International Business, Junior
Perella Weinberg Partners April 2015 - Present
Georgetown University September 2012 - Present
Merrill Lynch May 2014 - July 2014
SCOR June 2013 - July 2013
Education
Georgetown University 2012 — 2016
B.S.B.A, Finance, International Business, Junior
Evan Winik, CFP Ⓡ Evan Winik, CFP Ⓡ's Merrill Lynch Experience 2004 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2004 - Present
Skills
Wealth, Retirement Planning
Education
Georgetown University
Certificate in Financial Planning
University of Maryland - Robert H. Smith School of Business
Merrill Lynch 2004 - Present
Skills
Wealth, Retirement Planning
Education
Georgetown University
Certificate in Financial Planning
University of Maryland - Robert H. Smith School of Business
Kenny Lock Kenny Lock's Merrill Lynch Experience January 2013 - Present
Job The Safley Lock Group, Financial Advisors at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Arvin Sango, Inc May 2007 - January 2013
Arvin Sango, Inc. January 1991 - April 1999
Skills
Series 7, Retirement Planning, Investments, Estate Planning, Money Management, Series 66, CSNA (Cert. Special..., Texas Life and Health..., National Mortgage..., Gather and analyze data., Proficient in Microsoft..., Excellent oral and..., Very well organized
Education
Hanover College 1984 — 1987
BS, Communications
Georgetown College 1982 — 1984
Merrill Lynch January 2013 - Present
Arvin Sango, Inc May 2007 - January 2013
Arvin Sango, Inc. January 1991 - April 1999
Skills
Series 7, Retirement Planning, Investments, Estate Planning, Money Management, Series 66, CSNA (Cert. Special..., Texas Life and Health..., National Mortgage..., Gather and analyze data., Proficient in Microsoft..., Excellent oral and..., Very well organized
Education
Hanover College 1984 — 1987
BS, Communications
Georgetown College 1982 — 1984
Sanya Lalani Sanya Lalani's Merrill Lynch Experience January 2014 - April 2015
Job Student at George Mason University
Industry Financial Services
Experience
Fannie Mae June 2015 - August 2015
Merrill Lynch January 2014 - April 2015
Comprehensive Health Services June 2014 - August 2014
Feld Entertainment October 2013 - December 2013
Skills
Social Media, Public Speaking, Microsoft Office, Customer Service, Teamwork, Microsoft Excel, PowerPoint, Research, Access, Outlook, Microsoft Word, Photoshop, C++, HTML, English, Matlab, Windows, Event Planning, Team Leadership
Education
George Mason University 2012 — 2016
Bachelor’s Degree, Finance and Management Information Systems, Senior
Fannie Mae June 2015 - August 2015
Merrill Lynch January 2014 - April 2015
Comprehensive Health Services June 2014 - August 2014
Feld Entertainment October 2013 - December 2013
Skills
Social Media, Public Speaking, Microsoft Office, Customer Service, Teamwork, Microsoft Excel, PowerPoint, Research, Access, Outlook, Microsoft Word, Photoshop, C++, HTML, English, Matlab, Windows, Event Planning, Team Leadership
Education
George Mason University 2012 — 2016
Bachelor’s Degree, Finance and Management Information Systems, Senior
Whitney Welch Whitney Welch's Merrill Lynch Experience January 2008 - May 2008
Job Real Estate Manager at ANN INC.
Industry Commercial Real Estate
Experience
ANN INC. April 2011 - Present
ANN INC. April 2011 - Present
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) April 2011 - Present
Standard Chartered Bank January 2011 - April 2011
Ridgewood Public Schools August 2009 - November 2010
MySubletSpace.com January 2010 - May 2010
McBride Corporate Real Estate September 2009 - December 2009
Merrill Lynch January 2008 - May 2008
Skills
Real Estate, Microsoft Excel, Investment Properties, Financial Analysis, PowerPoint, Residential Homes, Management, Negotiation, Finance, Leases, Strategy, Business Strategy, Market Analysis, Marketing, Corporate Real Estate, Sales, Financial Modeling, Real Estate Transactions, Property Management, Contract Negotiation, Real Estate Development, Commercial Real Estate, Investments, Due Diligence, Market Research, Valuation, Selling
Education
Georgetown University 2008 — 2010
Masters, Commercial Real Estate Finance
The George Washington University 2004 — 2008
BS, Biological Sciences
Ridgewood High School 2000 — 2004
High School diploma
ANN INC. April 2011 - Present
ANN INC. April 2011 - Present
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) April 2011 - Present
Standard Chartered Bank January 2011 - April 2011
Ridgewood Public Schools August 2009 - November 2010
MySubletSpace.com January 2010 - May 2010
McBride Corporate Real Estate September 2009 - December 2009
Merrill Lynch January 2008 - May 2008
Skills
Real Estate, Microsoft Excel, Investment Properties, Financial Analysis, PowerPoint, Residential Homes, Management, Negotiation, Finance, Leases, Strategy, Business Strategy, Market Analysis, Marketing, Corporate Real Estate, Sales, Financial Modeling, Real Estate Transactions, Property Management, Contract Negotiation, Real Estate Development, Commercial Real Estate, Investments, Due Diligence, Market Research, Valuation, Selling
Education
Georgetown University 2008 — 2010
Masters, Commercial Real Estate Finance
The George Washington University 2004 — 2008
BS, Biological Sciences
Ridgewood High School 2000 — 2004
High School diploma
Jason Besecker Jason Besecker's Merrill Lynch Experience September 2012 - June 2013
Job Associate Specialist, Business Consulting at Merck
Industry Information Services
Experience
Merck & Co., Inc. July 2015 - Present
Merck & Co., Inc. June 2014 - August 2014
Merrill Lynch September 2012 - June 2013
Philadelphia Magazine June 2012 - August 2012
Skills
Mandarin Chinese..., Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Strategy, Market Research, Business Strategy, Mandarin, Financial Modeling, Valuation, Banking, Business Analysis, Business Development, Social Media Marketing, Public Speaking
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), English
Merck & Co., Inc. July 2015 - Present
Merck & Co., Inc. June 2014 - August 2014
Merrill Lynch September 2012 - June 2013
Philadelphia Magazine June 2012 - August 2012
Skills
Mandarin Chinese..., Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Strategy, Market Research, Business Strategy, Mandarin, Financial Modeling, Valuation, Banking, Business Analysis, Business Development, Social Media Marketing, Public Speaking
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), English
Dylan Dittrich's Merrill Lynch Experience September 2011 - December 2011
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Blue Sky Sports & Entertainment, LLC May 2011 - August 2011
Education
Georgetown University 2009 — 2013
Bachelor's Degree, Finance and Marketing
Saint John's Preparatory School 2005 — 2009
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Blue Sky Sports & Entertainment, LLC May 2011 - August 2011
Education
Georgetown University 2009 — 2013
Bachelor's Degree, Finance and Marketing
Saint John's Preparatory School 2005 — 2009
Allison Rosburg's Merrill Lynch Experience June 2011 - August 2011
Job Associate Account Manager at Axial
Industry Internet
Experience
Axial July 2015 - Present
PwC April 2015 - July 2015
PwC August 2013 - March 2015
The JRL Group June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Center for the National Interest (former The Nixon Center) January 2011 - May 2011
Skills
Computer Proficiency, Microsoft Office, Microsoft Excel, PowerPoint, Research, Online Research, Analysis, Spreadsheets, Budgets, Social Networking, Qualitative Research, International Relations, Public Policy, Teamwork, Public Speaking, Event Planning, Modern Standard Arabic, Spanish, French
Education
Georgetown University 2009 — 2013
Bachelor of Arts (BA), Government Affairs, Business Administration, and Arabic
London School of Economics and Political Science 2011 — 2012
Exchange Student-Study Abroad, International Relations, Economics
University of Alexandria, Egypt 2010 — 2010
Exchange Student-Study Abroad, Arabic Language
Cape Fear Academy 2005 — 2009
Axial July 2015 - Present
PwC April 2015 - July 2015
PwC August 2013 - March 2015
The JRL Group June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Center for the National Interest (former The Nixon Center) January 2011 - May 2011
Skills
Computer Proficiency, Microsoft Office, Microsoft Excel, PowerPoint, Research, Online Research, Analysis, Spreadsheets, Budgets, Social Networking, Qualitative Research, International Relations, Public Policy, Teamwork, Public Speaking, Event Planning, Modern Standard Arabic, Spanish, French
Education
Georgetown University 2009 — 2013
Bachelor of Arts (BA), Government Affairs, Business Administration, and Arabic
London School of Economics and Political Science 2011 — 2012
Exchange Student-Study Abroad, International Relations, Economics
University of Alexandria, Egypt 2010 — 2010
Exchange Student-Study Abroad, Arabic Language
Cape Fear Academy 2005 — 2009
Derek C. Smith, CFP® Derek C. Smith, CFP®'s Merrill Lynch Experience June 2008 - August 2008
Job Financial Planner at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management February 2014 - Present
SunTrust Investment Services November 2012 - February 2014
Capital One Financial Advisors July 2011 - October 2012
Signature Financial Partners - John Hancock September 2009 - July 2011
Raymond James January 2009 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Series 7, Series 66, Variable Life & Health
Education
Georgetown University 2012 — 2012
Certified Financial Planner
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Finance, Economics
University of Maryland College Park 2006 — 2009
Bachelor of Science, General Business, Economics
SunTrust Private Wealth Management February 2014 - Present
SunTrust Investment Services November 2012 - February 2014
Capital One Financial Advisors July 2011 - October 2012
Signature Financial Partners - John Hancock September 2009 - July 2011
Raymond James January 2009 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Series 7, Series 66, Variable Life & Health
Education
Georgetown University 2012 — 2012
Certified Financial Planner
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Finance, Economics
University of Maryland College Park 2006 — 2009
Bachelor of Science, General Business, Economics
Inigo Merino Inigo Merino's Merrill Lynch Experience June 1998 - July 2008
Job President & CEO at Cienaga Systems, Inc.
Industry Information Technology and Services
Experience
Cienaga Systems March 2013 - Present
Deutsche Bank August 2008 - February 2013
Merrill Lynch June 1998 - July 2008
AT&T Bell Labs June 1996 - June 1998
Skills
Strategy, Operations Management, Enterprise Architecture, Leadership, Security, Management, Information Security, IT Strategy, Six Sigma, Strategic Planning, Risk Management, Business Transformation, Change Management, Information Technology, Governance, Vendor Management, Team Building, Mergers & Acquisitions, Business Continuity, Corporate Finance, Supply Chain Management, C++, Executive Management, Business Process..., Management Consulting, Financial Services, Innovation, Perl, Business Process Design, PMO, Information Assurance, Object Oriented Design, Enterprise Risk..., Decision Modelling, Strategic Planning and..., Cost & Quality..., Project & Program..., Team Building &..., Consensus Building, Rapid Prototyping, Application Design &..., Object Oriented..., Cross-functional Team..., Program Management, IT Management, SDLC, Information Security..., Business Process..., Business Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Georgetown University 1992 — 1996
BS, Computer Science, Cognitive Science
Stanford University 1993 — 1993
Accelerated Program in Organic Chemistry
Colegio San Ignacio de Loyola, Caracas 1979 — 1992
Cienaga Systems March 2013 - Present
Deutsche Bank August 2008 - February 2013
Merrill Lynch June 1998 - July 2008
AT&T Bell Labs June 1996 - June 1998
Skills
Strategy, Operations Management, Enterprise Architecture, Leadership, Security, Management, Information Security, IT Strategy, Six Sigma, Strategic Planning, Risk Management, Business Transformation, Change Management, Information Technology, Governance, Vendor Management, Team Building, Mergers & Acquisitions, Business Continuity, Corporate Finance, Supply Chain Management, C++, Executive Management, Business Process..., Management Consulting, Financial Services, Innovation, Perl, Business Process Design, PMO, Information Assurance, Object Oriented Design, Enterprise Risk..., Decision Modelling, Strategic Planning and..., Cost & Quality..., Project & Program..., Team Building &..., Consensus Building, Rapid Prototyping, Application Design &..., Object Oriented..., Cross-functional Team..., Program Management, IT Management, SDLC, Information Security..., Business Process..., Business Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Georgetown University 1992 — 1996
BS, Computer Science, Cognitive Science
Stanford University 1993 — 1993
Accelerated Program in Organic Chemistry
Colegio San Ignacio de Loyola, Caracas 1979 — 1992
Alexander Tendler's Merrill Lynch Experience January 2014 - May 2014
Job Student at Georgetown University
Industry
Experience
Denham Wolf Real Estate Services, Inc. June 2015 - Present
Saberpoint June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Waveborn October 2013 - December 2013
Education
Georgetown University 2012 — 2016
BSBA, Finance and Management
Georgetown University - The McDonough School of Business 2012 — 2016
BSBA, Finance, Management
Denham Wolf Real Estate Services, Inc. June 2015 - Present
Saberpoint June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Waveborn October 2013 - December 2013
Education
Georgetown University 2012 — 2016
BSBA, Finance and Management
Georgetown University - The McDonough School of Business 2012 — 2016
BSBA, Finance, Management
Ben Pike Ben Pike's Merrill Lynch Experience January 2007 - July 2008
Job Vice President at Ares Management
Industry Venture Capital & Private Equity
Experience
Ares Management January 2015 - Present
Energy Investors Funds August 2008 - December 2014
Merrill Lynch January 2007 - July 2008
Dresdner Kleinwort Wasserstein July 2006 - December 2006
Skills
Investment Banking, Private Equity, Valuation, Investments, Financial Modeling, Capital Markets, Mergers & Acquisitions, Venture Capital, LBO, Corporate Finance, Due Diligence, Structured Finance, Project Finance, Corporate Development, Financial Analysis
Education
Georgetown University
Bachelor of Science in Business Administration, Finance
Wellesley High School
Ares Management January 2015 - Present
Energy Investors Funds August 2008 - December 2014
Merrill Lynch January 2007 - July 2008
Dresdner Kleinwort Wasserstein July 2006 - December 2006
Skills
Investment Banking, Private Equity, Valuation, Investments, Financial Modeling, Capital Markets, Mergers & Acquisitions, Venture Capital, LBO, Corporate Finance, Due Diligence, Structured Finance, Project Finance, Corporate Development, Financial Analysis
Education
Georgetown University
Bachelor of Science in Business Administration, Finance
Wellesley High School
Fernando Irazu's Merrill Lynch Experience 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Kent Partners 2009 - 2014
HSBC Securities 2007 - 2008
Salomon Brothers -- Citi 1997 - 2005
Sidley Austin (Brown & Wood) 1996 - 1997
Clifford Chance US LLP 1995 - 1996
Harvard University 1994 - 1995
Skills
Private Equity, Investments, Capital Markets, Structured Finance, Corporate Finance, Investment Banking, Hedge Funds, Due Diligence, Strategy, Equities, Financial Modeling, Emerging Markets, Valuation, Mergers & Acquisitions, Venture Capital
Education
Harvard Law School 1994 — 1995
LLM, Law -- Corporate Finance
Georgetown University 1994 — 1994
Orientation to the US Legal System Program, International Law Institute
Universidad Catolica Argentina 1992 — 1993
PhD Course, Comparative Law
Universidad Catolica Argentina 1986 — 1991
LLB, Law
Merrill Lynch 2015 - Present
Kent Partners 2009 - 2014
HSBC Securities 2007 - 2008
Salomon Brothers -- Citi 1997 - 2005
Sidley Austin (Brown & Wood) 1996 - 1997
Clifford Chance US LLP 1995 - 1996
Harvard University 1994 - 1995
Skills
Private Equity, Investments, Capital Markets, Structured Finance, Corporate Finance, Investment Banking, Hedge Funds, Due Diligence, Strategy, Equities, Financial Modeling, Emerging Markets, Valuation, Mergers & Acquisitions, Venture Capital
Education
Harvard Law School 1994 — 1995
LLM, Law -- Corporate Finance
Georgetown University 1994 — 1994
Orientation to the US Legal System Program, International Law Institute
Universidad Catolica Argentina 1992 — 1993
PhD Course, Comparative Law
Universidad Catolica Argentina 1986 — 1991
LLB, Law
Gabrielle Fares Gabrielle Fares's Merrill Lynch Experience July 2011 - January 2012
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Georgetown University Alumni & Student Federal Credit Union January 2010 - Present
Merrill Lynch July 2011 - January 2012
Christie's 2012 - 2012
Education
Georgetown University 2009 — 2013
Bachelor of Arts, Government
J.P. Morgan July 2013 - Present
Georgetown University Alumni & Student Federal Credit Union January 2010 - Present
Merrill Lynch July 2011 - January 2012
Christie's 2012 - 2012
Education
Georgetown University 2009 — 2013
Bachelor of Arts, Government
Corey Kupersmith's Merrill Lynch Experience September 2012 - January 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Georgetown University Alumni & Student Federal Credit Union January 2012 - March 2015
Bank of America Merrill Lynch June 2014 - August 2014
Longroad Asset Management May 2013 - August 2013
Merrill Lynch September 2012 - January 2013
Skills
Financial Analysis, Investment Banking, Entrepreneurship, Business Strategy, Microsoft Excel
Education
Georgetown University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Brunswick school 1999 — 2011
Bank of America Merrill Lynch July 2015 - Present
Georgetown University Alumni & Student Federal Credit Union January 2012 - March 2015
Bank of America Merrill Lynch June 2014 - August 2014
Longroad Asset Management May 2013 - August 2013
Merrill Lynch September 2012 - January 2013
Skills
Financial Analysis, Investment Banking, Entrepreneurship, Business Strategy, Microsoft Excel
Education
Georgetown University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Brunswick school 1999 — 2011
Anna Connolly Anna Connolly's Merrill Lynch Experience June 1998 - August 1998
Job ELICIT
Industry Marketing and Advertising
Experience
ELICIT 2009 - Present
Ridge Road Films 2009 - Present
Organic 1999 - 2001
Merrill Lynch June 1998 - August 1998
Children's Television Workshop 1995 - 1997
Open Society Institute 1994 - 1994
Consulting 1989 - 1994
Olsson's Books and Records 1983 - 1988
Skills
Non-profits, Social Media, Strategic Planning, Entrepreneurship, Public Relations, Research, Marketing Strategy, Editing, Event Planning, Start-ups, Social Media Marketing, Strategy, Advertising, Digital Marketing, Email Marketing, Entertainment, Management, Marketing, Nonprofits, Digital Strategy, Budgets, Television, Facebook, Film Marketing
Education
Harvard Business School 1997 — 1999
MBA
Georgetown University 1991 — 1993
MA, Russian Area Studies
The George Washington University 1984 — 1989
BS, Computer & Information Systems / Russian Language & Literature
ELICIT 2009 - Present
Ridge Road Films 2009 - Present
Organic 1999 - 2001
Merrill Lynch June 1998 - August 1998
Children's Television Workshop 1995 - 1997
Open Society Institute 1994 - 1994
Consulting 1989 - 1994
Olsson's Books and Records 1983 - 1988
Skills
Non-profits, Social Media, Strategic Planning, Entrepreneurship, Public Relations, Research, Marketing Strategy, Editing, Event Planning, Start-ups, Social Media Marketing, Strategy, Advertising, Digital Marketing, Email Marketing, Entertainment, Management, Marketing, Nonprofits, Digital Strategy, Budgets, Television, Facebook, Film Marketing
Education
Harvard Business School 1997 — 1999
MBA
Georgetown University 1991 — 1993
MA, Russian Area Studies
The George Washington University 1984 — 1989
BS, Computer & Information Systems / Russian Language & Literature
Daniel Andersen's Merrill Lynch Experience April 2008 - December 2008
Job Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Lazard July 2011 - June 2015
Bank of America January 2009 - June 2011
Merrill Lynch April 2008 - December 2008
Jefferies & Company, Inc January 2004 - July 2006
PwC August 1999 - December 2003
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Mergers, Financial Analysis, Equity Research, Investments, Due Diligence, Equities, Mergers & Acquisitions, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Energy Finance
Georgetown University 1995 — 1999
Bachelors of Science, Finance, International Business
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Accounting and Finance, Upper 2nds
Barclays Investment Bank July 2015 - Present
Lazard July 2011 - June 2015
Bank of America January 2009 - June 2011
Merrill Lynch April 2008 - December 2008
Jefferies & Company, Inc January 2004 - July 2006
PwC August 1999 - December 2003
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Mergers, Financial Analysis, Equity Research, Investments, Due Diligence, Equities, Mergers & Acquisitions, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Energy Finance
Georgetown University 1995 — 1999
Bachelors of Science, Finance, International Business
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Accounting and Finance, Upper 2nds
Ellen Johnson's Merrill Lynch Experience December 2005 - March 2007
Job Sr. Client Manager at Nielsen
Industry Market Research
Experience
Nielsen October 2013 - Present
Mintel International March 2007 - October 2013
Merrill Lynch December 2005 - March 2007
Skills
Spanish, Portuguese, Market Research, Marketing Research, Competitive Analysis, Salesforce.com, Manage Client..., Strategic Communications, New Business Development, Market Planning, Consumer Goods..., Market Intelligence, LATAM, International..., Marketing Strategy, Account Management, Market Analysis, Segmentation, Consumer Behaviour, Latin America, Analytics, Integrated Marketing, Competitive Intelligence, Brand Architecture, FMCG, CRM
Education
Georgetown University 2001 — 2005
B.A., Spanish
Nielsen October 2013 - Present
Mintel International March 2007 - October 2013
Merrill Lynch December 2005 - March 2007
Skills
Spanish, Portuguese, Market Research, Marketing Research, Competitive Analysis, Salesforce.com, Manage Client..., Strategic Communications, New Business Development, Market Planning, Consumer Goods..., Market Intelligence, LATAM, International..., Marketing Strategy, Account Management, Market Analysis, Segmentation, Consumer Behaviour, Latin America, Analytics, Integrated Marketing, Competitive Intelligence, Brand Architecture, FMCG, CRM
Education
Georgetown University 2001 — 2005
B.A., Spanish
Tiffany Perkins-Munn, Ph.D. Tiffany Perkins-Munn, Ph.D.'s Merrill Lynch Experience 2006 - 2009
Job Global Head of Client Analytics | J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
Fitness Concepts, LLC d/b/a Title Boxing Club Princeton 2012 - Present
Universities and Colleges - Domestic and International 1994 - Present
J.P. Morgan April 2014 - August 2015
Citadel Securities 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2004 - 2006
Ipsos Loyalty 2001 - 2004
Center for Developmental Neuroscience and Developmental Disabilities 1997 - 2001
Skills
Strategy, Leadership, Strategic Planning, Market Research, Management, Team Building, Analytics, Competitive Analysis, Analysis, Marketing, Business Strategy, Financial Analysis, Customer Service, Marketing Strategy, Product Management, Sales Management, Sales, Business Planning, Strategic Partnerships, Business Process..., Start-ups, Project Management, Customer Relations, Recruiting, Talent Management
Education
City University of New York Graduate Center 1994 — 2003
M.A/Ph.D., Psychology, Statistics (Interdisciplinary Concentration: Statistics)
Georgetown University 1986 — 1991
B.A., Psychology, Spanish
J.P. Morgan Asset Management August 2015 - Present
Fitness Concepts, LLC d/b/a Title Boxing Club Princeton 2012 - Present
Universities and Colleges - Domestic and International 1994 - Present
J.P. Morgan April 2014 - August 2015
Citadel Securities 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2004 - 2006
Ipsos Loyalty 2001 - 2004
Center for Developmental Neuroscience and Developmental Disabilities 1997 - 2001
Skills
Strategy, Leadership, Strategic Planning, Market Research, Management, Team Building, Analytics, Competitive Analysis, Analysis, Marketing, Business Strategy, Financial Analysis, Customer Service, Marketing Strategy, Product Management, Sales Management, Sales, Business Planning, Strategic Partnerships, Business Process..., Start-ups, Project Management, Customer Relations, Recruiting, Talent Management
Education
City University of New York Graduate Center 1994 — 2003
M.A/Ph.D., Psychology, Statistics (Interdisciplinary Concentration: Statistics)
Georgetown University 1986 — 1991
B.A., Psychology, Spanish
Jason Jennings Jason Jennings's Merrill Lynch Experience 2000 - March 2009
Job Managing Partner, CFP® at Key Financial Group, LLC
Industry Financial Services
Experience
Key Financial Group, LLC April 2009 - Present
Merrill Lynch 2000 - March 2009
Skills
Finance, Retirement Planning, Investments, College Education..., Estate Planning, Financial Planning, Financial Advisory, Financial Services, Portfolio Management, Securities
Education
Georgetown University 2004 — 2005
Graduate, Financial Planning
Mount St. Mary's University
BS, Business
Shepherd College
Key Financial Group, LLC April 2009 - Present
Merrill Lynch 2000 - March 2009
Skills
Finance, Retirement Planning, Investments, College Education..., Estate Planning, Financial Planning, Financial Advisory, Financial Services, Portfolio Management, Securities
Education
Georgetown University 2004 — 2005
Graduate, Financial Planning
Mount St. Mary's University
BS, Business
Shepherd College
Ben Newman Ben Newman's Merrill Lynch Experience 1999 - 2001
Job Chief Financial Officer, Marsh & McLennan Agency
Industry Financial Services
Experience
Marsh & McLennan Agency January 2015 - Present
Marsh & McLennan Agency (Marsh) December 2009 - December 2014
USI Affinity September 2008 - December 2009
USI Holdings Corporation January 2004 - September 2008
Capital Z Partners 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Financial Institutions, Mergers & Acquisitions, Insurance, Risk Management, Property & Casualty..., Underwriting, Financial Analysis, Due Diligence, Commercial Insurance, Financial Modeling, Finance
Education
Georgetown University 1995 — 1999
Bachelor of Science (BS), Finance, General
Marsh & McLennan Agency January 2015 - Present
Marsh & McLennan Agency (Marsh) December 2009 - December 2014
USI Affinity September 2008 - December 2009
USI Holdings Corporation January 2004 - September 2008
Capital Z Partners 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Financial Institutions, Mergers & Acquisitions, Insurance, Risk Management, Property & Casualty..., Underwriting, Financial Analysis, Due Diligence, Commercial Insurance, Financial Modeling, Finance
Education
Georgetown University 1995 — 1999
Bachelor of Science (BS), Finance, General
Michael Fisette Michael Fisette's Merrill Lynch Experience January 2001 - February 2010
Job President, Fisette Financial Services, LLC; Financial Advisor, Raymond James Financial Services
Industry Financial Services
Experience
Fisette Financial Services, LLC, An Independent Firm February 2010 - Present
Raymond James Financial Services February 2010 - Present
Merrill Lynch January 2001 - February 2010
Bank of America 2000 - 2002
Bank of America 1997 - 1998
U.S. Coast Guard 1976 - 1996
Skills
Portfolio Management, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Financial Advisory
Education
Seattle University 1993 — 1996
Master of Science, Finance
George Mason University 1987 — 1993
BS, Decision Science & Management Information Systems
Fisette Financial Services, LLC, An Independent Firm February 2010 - Present
Raymond James Financial Services February 2010 - Present
Merrill Lynch January 2001 - February 2010
Bank of America 2000 - 2002
Bank of America 1997 - 1998
U.S. Coast Guard 1976 - 1996
Skills
Portfolio Management, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Financial Advisory
Education
Seattle University 1993 — 1996
Master of Science, Finance
George Mason University 1987 — 1993
BS, Decision Science & Management Information Systems
Eddie Deschapelles Eddie Deschapelles's Merrill Lynch Experience 1991 - 1999
Job Managing Director, Americas at Aspect Capital
Industry Financial Services
Experience
Aspect Capital January 2010 - Present
Meridian Capital Partners January 2008 - June 2009
Permal Group 2004 - 2008
Citibank NA 2002 - 2004
BankBoston International Private Bank 1999 - 2002
Merrill Lynch 1991 - 1999
Philipp Brothers 1988 - 1989
The Chase Manhattan Bank 1982 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Georgetown University 1978 — 1982
BSFS, International Economics
Aspect Capital January 2010 - Present
Meridian Capital Partners January 2008 - June 2009
Permal Group 2004 - 2008
Citibank NA 2002 - 2004
BankBoston International Private Bank 1999 - 2002
Merrill Lynch 1991 - 1999
Philipp Brothers 1988 - 1989
The Chase Manhattan Bank 1982 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Georgetown University 1978 — 1982
BSFS, International Economics
Joseph Mathias Joseph Mathias's Merrill Lynch Experience October 2014 - August 2015
Job MBA Candidate
Industry Broadcast Media
Experience
Merrill Lynch October 2014 - August 2015
Rock Bottom Restaurant & Brewery September 2013 - September 2014
NBC News February 2012 - August 2013
Skills
Broadcast, Television, Editing, New Media, Broadcast Journalism, Journalism, Social Media, Avid, Media Relations, Digital Media
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Georgetown University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Merrill Lynch October 2014 - August 2015
Rock Bottom Restaurant & Brewery September 2013 - September 2014
NBC News February 2012 - August 2013
Skills
Broadcast, Television, Editing, New Media, Broadcast Journalism, Journalism, Social Media, Avid, Media Relations, Digital Media
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Georgetown University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Steven Castrello Steven Castrello's Merrill Lynch Experience January 2011 - January 2013
Job Owner/Investment Advisor
Industry Financial Services
Experience
A&M Insurance Agency Inc. 2009 - Present
Acorn Financial Services July 2013 - Present
Merrill Lynch January 2011 - January 2013
LaBranche Institutional Execution Group 2007 - 2009
LaBranche Structured Products 2004 - 2007
Education
Iona College 1997 — 1998
Political Science and Government
George Mason University 1995 — 1996
Public Administration
A&M Insurance Agency Inc. 2009 - Present
Acorn Financial Services July 2013 - Present
Merrill Lynch January 2011 - January 2013
LaBranche Institutional Execution Group 2007 - 2009
LaBranche Structured Products 2004 - 2007
Education
Iona College 1997 — 1998
Political Science and Government
George Mason University 1995 — 1996
Public Administration
Eri Furukawa Eri Furukawa's Merrill Lynch Experience August 2007 - May 2008
Job Strategic Management Specialist at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation May 2014 - Present
Cantor Fitzgerald June 2012 - May 2014
BNP Paribas July 2009 - November 2011
BNP Paribas June 2008 - August 2008
Merrill Lynch August 2007 - May 2008
Skills
Portfolio Management, Hedge Funds, Asset Management, Trading, Equities, Fixed Income, Bloomberg, Business Strategy, Capital Markets, Credit, Economics, Interest Rate..., Management, Securities, Investment Banking
Education
Georgetown University 2005 — 2009
BSBA, International Business, Finance, Economics
The American School in Japan
HS
Sumitomo Mitsui Banking Corporation May 2014 - Present
Cantor Fitzgerald June 2012 - May 2014
BNP Paribas July 2009 - November 2011
BNP Paribas June 2008 - August 2008
Merrill Lynch August 2007 - May 2008
Skills
Portfolio Management, Hedge Funds, Asset Management, Trading, Equities, Fixed Income, Bloomberg, Business Strategy, Capital Markets, Credit, Economics, Interest Rate..., Management, Securities, Investment Banking
Education
Georgetown University 2005 — 2009
BSBA, International Business, Finance, Economics
The American School in Japan
HS
Kelley (Sullivan) Bolten Kelley (Sullivan) Bolten's Merrill Lynch Experience August 2010 - Present
Job at Merrill Lynch
Industry Sports
Experience
Merrill Lynch August 2010 - Present
Octagon September 2004 - August 2010
Chelsea Property Group 2003 - 2004
University of San Diego 2003 - 2003
Integrated Sports Marketing 2003 - 2003
SG/SG Cowen 2001 - 2002
Nelligan Sports Marketing 1999 - 2001
Host Communications 1997 - 1999
Skills
Sports, Marketing Communications, Financial Services, Strategic Partnerships, Sports Marketing, Integrated Marketing, Sales, Sports Management, Brand Management, Leadership, Sponsorship, Social Media Marketing, Marketing Strategy, Marketing, Management, Event Management
Education
Georgetown University 1993 — 1997
BSBA, Finance and Marketing
Millburn High School 1989 — 1993
Merrill Lynch August 2010 - Present
Octagon September 2004 - August 2010
Chelsea Property Group 2003 - 2004
University of San Diego 2003 - 2003
Integrated Sports Marketing 2003 - 2003
SG/SG Cowen 2001 - 2002
Nelligan Sports Marketing 1999 - 2001
Host Communications 1997 - 1999
Skills
Sports, Marketing Communications, Financial Services, Strategic Partnerships, Sports Marketing, Integrated Marketing, Sales, Sports Management, Brand Management, Leadership, Sponsorship, Social Media Marketing, Marketing Strategy, Marketing, Management, Event Management
Education
Georgetown University 1993 — 1997
BSBA, Finance and Marketing
Millburn High School 1989 — 1993
Harry Xu Harry Xu's Merrill Lynch Experience June 2011 - July 2011
Job Student at Georgetown University
Industry
Experience
Global Times September 2013 - Present
Nomura Securities June 2014 - August 2014
United States Senate September 2013 - December 2013
China Urban Real Estate Association Investment Fund May 2013 - August 2013
Bayberry Capital, Inc. September 2012 - December 2012
New Horizon Capital May 2012 - June 2012
Merrill Lynch June 2011 - July 2011
Boeing June 2010 - August 2010
Skills
Research, Microsoft Excel, Data Analysis, PowerPoint, Analysis, Microsoft Word, Public Speaking, Customer Service, Financial Analysis, Project Management
Education
Georgetown University 2011 — 2015
Bachelor's Degree, International Political Economy, Senior
Oxford University 2012 — 2012
Summer School, Corporate Manangement and International Finance
Global Times September 2013 - Present
Nomura Securities June 2014 - August 2014
United States Senate September 2013 - December 2013
China Urban Real Estate Association Investment Fund May 2013 - August 2013
Bayberry Capital, Inc. September 2012 - December 2012
New Horizon Capital May 2012 - June 2012
Merrill Lynch June 2011 - July 2011
Boeing June 2010 - August 2010
Skills
Research, Microsoft Excel, Data Analysis, PowerPoint, Analysis, Microsoft Word, Public Speaking, Customer Service, Financial Analysis, Project Management
Education
Georgetown University 2011 — 2015
Bachelor's Degree, International Political Economy, Senior
Oxford University 2012 — 2012
Summer School, Corporate Manangement and International Finance
Dylan Haas Dylan Haas's Merrill Lynch Experience June 2012 - August 2012
Job Debt Capital Markets Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Merrill Lynch June 2012 - August 2012
Corner Alliance, Inc. March 2012 - May 2012
URS Corporation June 2011 - August 2011
Worldwide Opportunities on Organic Farms, USA® June 2010 - July 2010
Skills
Research, Analysis, Writing, Government, Databases, Microsoft Office, Microsoft Excel, Proposal Writing, Business Development, Management
Education
Georgetown University 2010 — 2013
Bachelor's Degree, Government, Cum Laude
Santa Clara University 2009 — 2010
Bachelor of Arts (BA), Undeclared
Greens Farms Academy 2005 — 2009
HS Diploma
Jefferies LLC May 2014 - Present
Merrill Lynch June 2012 - August 2012
Corner Alliance, Inc. March 2012 - May 2012
URS Corporation June 2011 - August 2011
Worldwide Opportunities on Organic Farms, USA® June 2010 - July 2010
Skills
Research, Analysis, Writing, Government, Databases, Microsoft Office, Microsoft Excel, Proposal Writing, Business Development, Management
Education
Georgetown University 2010 — 2013
Bachelor's Degree, Government, Cum Laude
Santa Clara University 2009 — 2010
Bachelor of Arts (BA), Undeclared
Greens Farms Academy 2005 — 2009
HS Diploma
Angela Ping Li Angela Ping Li's Merrill Lynch Experience 2012 - 2012
Job Management Associate at Citi
Industry Investment Management
Experience
Citi August 2013 - Present
Advanced Finance & Investment Group LLC 2013 - 2013
Merrill Lynch 2012 - 2012
Skills
Alternative Investments, Financial Modeling, Valuation, Competitive Analysis, Business Strategy, Investment Management, Financial Analysis, Due Diligence, Fixed Income, Risk Management, Finance, Economics, Corporate Finance, Portfolio Management, Investment Banking, Bloomberg, Wealth Management
Education
Georgetown University 2011 — 2013
Master of Business Administration (MBA), Finance
Citi August 2013 - Present
Advanced Finance & Investment Group LLC 2013 - 2013
Merrill Lynch 2012 - 2012
Skills
Alternative Investments, Financial Modeling, Valuation, Competitive Analysis, Business Strategy, Investment Management, Financial Analysis, Due Diligence, Fixed Income, Risk Management, Finance, Economics, Corporate Finance, Portfolio Management, Investment Banking, Bloomberg, Wealth Management
Education
Georgetown University 2011 — 2013
Master of Business Administration (MBA), Finance
Ellen Casey Ellen Casey's Merrill Lynch Experience 1998 - 2009
Job Senior Counsel at MetLife
Industry Law Practice
Experience
MetLife October 2011 - Present
MetLife June 2011 - October 2011
OppenheimerFunds, Inc. February 2011 - June 2011
Merrill Lynch 1998 - 2009
Clifford Chance (formerly Rogers & Wells) 1993 - 1996
Skills
Employment Law, Litigation, Human Resources, Dispute Resolution, FMLA, Securities, Competition Law, Contract Negotiation, Securities Regulation, Commercial Litigation, Corporate Governance
Education
Georgetown University Law Center 1986 — 1989
JD, Law
Georgetown University 1982 — 1986
BA, Government
MetLife October 2011 - Present
MetLife June 2011 - October 2011
OppenheimerFunds, Inc. February 2011 - June 2011
Merrill Lynch 1998 - 2009
Clifford Chance (formerly Rogers & Wells) 1993 - 1996
Skills
Employment Law, Litigation, Human Resources, Dispute Resolution, FMLA, Securities, Competition Law, Contract Negotiation, Securities Regulation, Commercial Litigation, Corporate Governance
Education
Georgetown University Law Center 1986 — 1989
JD, Law
Georgetown University 1982 — 1986
BA, Government
Vic Seested Vic Seested's Merrill Lynch Experience January 1998 - November 1999
Job Private Wealth Advisor at UBS
Industry Financial Services
Experience
UBS August 2011 - Present
Morgan Stanley August 2001 - August 2011
Merrill Lynch January 1998 - November 1999
Education
The University of Chicago - Booth School of Business 2007 — 2009
CPWA, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2004 — 2006
CIMA, Certified Investment Management Analyst
Georgetown University 2002 — 2003
University of North Carolina at Wilmington 1991 — 1995
B.S. Finance, Finance
UBS August 2011 - Present
Morgan Stanley August 2001 - August 2011
Merrill Lynch January 1998 - November 1999
Education
The University of Chicago - Booth School of Business 2007 — 2009
CPWA, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2004 — 2006
CIMA, Certified Investment Management Analyst
Georgetown University 2002 — 2003
University of North Carolina at Wilmington 1991 — 1995
B.S. Finance, Finance
Eric J. Fiala, CFP® Eric J. Fiala, CFP®'s Merrill Lynch Experience February 2011 - February 2013
Job Regulatory Analyst at FINRA
Industry Financial Services
Experience
FINRA March 2014 - Present
HSBC February 2013 - February 2014
Merrill Lynch February 2011 - February 2013
Wachovia, A Wells Fargo Company December 2009 - March 2011
Wachovia Bank February 2009 - December 2009
Wachovia Bank May 2007 - February 2009
Wachovia Retirement Services February 2006 - May 2007
Pei Wei Asian Diner June 2005 - February 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Banking
Education
Georgetown University 2010 — 2010
Executive Certificate in Financial Planning
St. Olaf College 2000 — 2004
B.A., Sociology/Anthropology, Asian Studies
FINRA March 2014 - Present
HSBC February 2013 - February 2014
Merrill Lynch February 2011 - February 2013
Wachovia, A Wells Fargo Company December 2009 - March 2011
Wachovia Bank February 2009 - December 2009
Wachovia Bank May 2007 - February 2009
Wachovia Retirement Services February 2006 - May 2007
Pei Wei Asian Diner June 2005 - February 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Banking
Education
Georgetown University 2010 — 2010
Executive Certificate in Financial Planning
St. Olaf College 2000 — 2004
B.A., Sociology/Anthropology, Asian Studies
Catherine J. Caputo's Merrill Lynch Experience 2011 - 2011
Job Recent Graduate
Industry International Affairs
Experience
Merrill Lynch 2011 - 2011
Rosemont Seneca Partners 2010 - 2010
FBR Capital Markets 2009 - 2009
Skills
International Relations, International Political..., Research, Policy Analysis, Spanish, Political Science, Politics
Education
Georgetown University 2007 — 2011
International Politics, International Law & Institutions
The Fund for American Studies
International Political Economy
Merrill Lynch 2011 - 2011
Rosemont Seneca Partners 2010 - 2010
FBR Capital Markets 2009 - 2009
Skills
International Relations, International Political..., Research, Policy Analysis, Spanish, Political Science, Politics
Education
Georgetown University 2007 — 2011
International Politics, International Law & Institutions
The Fund for American Studies
International Political Economy
M Thomas Pablo, MBA, CFP®, CRPC® M Thomas Pablo, MBA, CFP®, CRPC®'s Merrill Lynch Experience 2004 - 2011
Job Senior Financial Advisor at Main Street Financial Solutions LLC
Industry Financial Services
Experience
Main Street Financial Solutions LLC 2014 - Present
Pershing Financial Advisor 2011 - 2014
Merrill Lynch 2004 - 2011
AT&T Global Services 1998 - 2004
Skills
Strategic Financial..., Wealth, Asset Managment, Estate Planning, Salesforce.com, Fixed Annuities, Investments, Portfolio Management, Business Development, Strategic Partnerships, Consulting, Relationship Management, New Business Development, Sales, Strategic Planning, Insurance, Series 7, Retirement Planning, Sales Management, Cross-functional Team..., Asset Management, Securities, Financial Services, Finance
Education
Georgetown University 2002 — 2004
MBA, International Strategy and Ethics
University of Virginia 1985 — 1989
BA, Communications
Gonzaga College High School 1982 — 1985
Masters, Purple
Montgomery College
Main Street Financial Solutions LLC 2014 - Present
Pershing Financial Advisor 2011 - 2014
Merrill Lynch 2004 - 2011
AT&T Global Services 1998 - 2004
Skills
Strategic Financial..., Wealth, Asset Managment, Estate Planning, Salesforce.com, Fixed Annuities, Investments, Portfolio Management, Business Development, Strategic Partnerships, Consulting, Relationship Management, New Business Development, Sales, Strategic Planning, Insurance, Series 7, Retirement Planning, Sales Management, Cross-functional Team..., Asset Management, Securities, Financial Services, Finance
Education
Georgetown University 2002 — 2004
MBA, International Strategy and Ethics
University of Virginia 1985 — 1989
BA, Communications
Gonzaga College High School 1982 — 1985
Masters, Purple
Montgomery College
Fiona McCarthy Fiona McCarthy's Merrill Lynch Experience August 2007 - November 2008
Job KPMG Advisory
Industry Financial Services
Experience
KPMG Corporate Finance LLC January 2012 - Present
Acacia Financial Group LLC September 2010 - January 2012
New York City Economic Development Corporation November 2008 - August 2010
Merrill Lynch August 2007 - November 2008
Skills
Financial Modeling, Valuation, Project Management, Public Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance
Georgetown University 2003 — 2007
B.A., Government and International Relations
KPMG Corporate Finance LLC January 2012 - Present
Acacia Financial Group LLC September 2010 - January 2012
New York City Economic Development Corporation November 2008 - August 2010
Merrill Lynch August 2007 - November 2008
Skills
Financial Modeling, Valuation, Project Management, Public Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance
Georgetown University 2003 — 2007
B.A., Government and International Relations
Kyle Zilles Kyle Zilles's Merrill Lynch Experience September 2004 - May 2005
Job Assistant Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank August 2012 - Present
McDonough School of Business, Georgetown University August 2010 - May 2012
Barclays Investment Bank 2011 - August 2011
Brean Capital, LLC June 2008 - May 2010
The Intel Corporation July 2007 - June 2008
The Kellogg Specialist Group June 2006 - June 2007
The Executive Centre May 2005 - August 2005
Merrill Lynch September 2004 - May 2005
Quivira Enterprises 2003 - 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Corporate Finance, Investment Banking, DCF, Emerging Markets, Private Equity, Due Diligence, Portfolio Management, Economics, Certifications, Equity Research
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Masters, Finance
Georgetown University 2002 — 2006
Bachelor of Science, Finance & International Business
M&T Bank August 2012 - Present
McDonough School of Business, Georgetown University August 2010 - May 2012
Barclays Investment Bank 2011 - August 2011
Brean Capital, LLC June 2008 - May 2010
The Intel Corporation July 2007 - June 2008
The Kellogg Specialist Group June 2006 - June 2007
The Executive Centre May 2005 - August 2005
Merrill Lynch September 2004 - May 2005
Quivira Enterprises 2003 - 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Corporate Finance, Investment Banking, DCF, Emerging Markets, Private Equity, Due Diligence, Portfolio Management, Economics, Certifications, Equity Research
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Masters, Finance
Georgetown University 2002 — 2006
Bachelor of Science, Finance & International Business
Cailleach Dé Weingart-Ryan Cailleach Dé Weingart-Ryan's Merrill Lynch Experience July 2005 - May 2007
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2013 - Present
Advent International October 2008 - February 2011
Goldman Sachs May 2007 - August 2008
Merrill Lynch July 2005 - May 2007
Skills
Corporate Finance, Investment Banking, Valuation, Financial Modeling, Corporate Development, Private Equity, Venture Capital, Strategy, Business Strategy
Education
University of Chicago Graduate School of Business 2011 — 2013
MBA with honors
Georgetown University 2002 — 2005
B.A., Mathematics, Classical Studies, Minor in Spanish Language
Phillips Andover
The Boston Consulting Group August 2013 - Present
Advent International October 2008 - February 2011
Goldman Sachs May 2007 - August 2008
Merrill Lynch July 2005 - May 2007
Skills
Corporate Finance, Investment Banking, Valuation, Financial Modeling, Corporate Development, Private Equity, Venture Capital, Strategy, Business Strategy
Education
University of Chicago Graduate School of Business 2011 — 2013
MBA with honors
Georgetown University 2002 — 2005
B.A., Mathematics, Classical Studies, Minor in Spanish Language
Phillips Andover
Kathleen J. Almulla's Merrill Lynch Experience September 2006 - June 2009
Job Managing Principal
Industry Financial Services
Experience
Financial Advisory Institute LLC July 2009 - Present
Merrill Lynch September 2006 - June 2009
Smith Barney/Citigroup 2000 - 2006
Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Loans, Banking, Credit, Financial Analysis, Commercial Lending, Risk Management, Asset Protection, Strategic Planning, Credit Analysis, Commercial Banking, Small Business, Public Speaking, Mergers, Business Planning, Series 7, Real Estate, Series 63, Mutual Funds, Portfolio Management, Wealth Management..., Retirement, Asset Allocation, Investment Strategies, Series 65, Asset Management, Financial Planning
Education
George Mason University 1986 — 1989
University of Hawaii at Manoa
Financial Advisory Institute LLC July 2009 - Present
Merrill Lynch September 2006 - June 2009
Smith Barney/Citigroup 2000 - 2006
Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Loans, Banking, Credit, Financial Analysis, Commercial Lending, Risk Management, Asset Protection, Strategic Planning, Credit Analysis, Commercial Banking, Small Business, Public Speaking, Mergers, Business Planning, Series 7, Real Estate, Series 63, Mutual Funds, Portfolio Management, Wealth Management..., Retirement, Asset Allocation, Investment Strategies, Series 65, Asset Management, Financial Planning
Education
George Mason University 1986 — 1989
University of Hawaii at Manoa
Cliff Wilson Cliff Wilson's Merrill Lynch Experience September 2011 - February 2012
Job Annuity Contact Center Manager at Protective Life
Industry Financial Services
Experience
Protective Life February 2012 - Present
Merrill Lynch September 2011 - February 2012
Dixon Wells (formerly Conwell & Associates June 2008 - February 2011
Conwell & Associates June 2008 - January 2010
Savings Bank Life Insurance of Massachusetts March 2008 - June 2008
Savings Bank Life Insurance of Massachusetts April 2005 - February 2008
Sun Life Financial May 2002 - April 2005
Lincoln Financial Distributors March 2000 - April 2002
Lincoln Financial Distributors November 1995 - August 1998
Skills
Management, Leadership, Insurance, Business Development, Risk Management, Financial Analysis, Process Improvement, Call Centers, Team Building, Fixed Annuities, Customer Service, Business Planning, Strategic Planning, Business Analysis, Sales, Life Insurance, Finance, Retirement Planning, Employee Benefits, Marketing, Account Management, Vendor Management, Disability Insurance, Financial Services, CRM, Series 6, Mutual Funds, Investments, Strategic Financial..., Banking
Education
Georgetown University 1984 — 1988
BSBA, Finance
Suncoast High School
Protective Life February 2012 - Present
Merrill Lynch September 2011 - February 2012
Dixon Wells (formerly Conwell & Associates June 2008 - February 2011
Conwell & Associates June 2008 - January 2010
Savings Bank Life Insurance of Massachusetts March 2008 - June 2008
Savings Bank Life Insurance of Massachusetts April 2005 - February 2008
Sun Life Financial May 2002 - April 2005
Lincoln Financial Distributors March 2000 - April 2002
Lincoln Financial Distributors November 1995 - August 1998
Skills
Management, Leadership, Insurance, Business Development, Risk Management, Financial Analysis, Process Improvement, Call Centers, Team Building, Fixed Annuities, Customer Service, Business Planning, Strategic Planning, Business Analysis, Sales, Life Insurance, Finance, Retirement Planning, Employee Benefits, Marketing, Account Management, Vendor Management, Disability Insurance, Financial Services, CRM, Series 6, Mutual Funds, Investments, Strategic Financial..., Banking
Education
Georgetown University 1984 — 1988
BSBA, Finance
Suncoast High School
Chris Lonner Chris Lonner's Merrill Lynch Experience October 2006 - April 2008
Job Senior Consultant at Towers Watson
Industry Human Resources
Experience
Geller & Company October 2014 - Present
Towers Watson January 2010 - September 2014
Watson Wyatt Worldwide October 1998 - December 2009
Merrill Lynch October 2006 - April 2008
PricewaterhouseCoopers July 1995 - October 1998
WF Corroon June 1977 - June 1995
Skills
Executive Pay, Consulting, Deferred Compensation, Defined Benefit, Employee Benefits, Employee Engagement, HR Consulting, HR Transformation, Human Capital, Incentive Programs, Job Evaluation, Management Consulting, Mergers, Organizational Design, Pensions, Performance Management, Succession Planning, Talent Management
Education
University of California, Berkeley, Haas School of Business 1987 — 1989
MBA, Business
San Francisco State University 1982 — 1984
San Francisco State University 1980 — 1984
BA, Political Science
Georgetown University 1978 — 1979
Geller & Company October 2014 - Present
Towers Watson January 2010 - September 2014
Watson Wyatt Worldwide October 1998 - December 2009
Merrill Lynch October 2006 - April 2008
PricewaterhouseCoopers July 1995 - October 1998
WF Corroon June 1977 - June 1995
Skills
Executive Pay, Consulting, Deferred Compensation, Defined Benefit, Employee Benefits, Employee Engagement, HR Consulting, HR Transformation, Human Capital, Incentive Programs, Job Evaluation, Management Consulting, Mergers, Organizational Design, Pensions, Performance Management, Succession Planning, Talent Management
Education
University of California, Berkeley, Haas School of Business 1987 — 1989
MBA, Business
San Francisco State University 1982 — 1984
San Francisco State University 1980 — 1984
BA, Political Science
Georgetown University 1978 — 1979
Dwaine Williamson Dwaine Williamson's Merrill Lynch Experience July 1993 - November 1999
Job Attorney at Law at The Williamson Law Firm, LLC
Industry Law Practice
Experience
The Williamson Law Firm, LLC January 2010 - Present
Ponder & Williamson, LLP November 2007 - January 2010
Salomon Smith Barney March 2001 - February 2003
QDEN.com November 1999 - March 2001
Merrill Lynch July 1993 - November 1999
Skills
Litigation, Legal Research, Civil Litigation, Appeals, Legal Writing, Courts, Westlaw, Corporate Governance, Commercial Litigation, Real Estate Transactions, Criminal Defense, Trials, Criminal Law, Wills, Personal Injury, Family Law
Education
Rutgers University School of Law - Newark 2003 — 2007
Juris Doctor, Law
Georgetown University 1989 — 1993
Bachelor of Science in Foreign Service, International Politics
Trenton Central High School 1986 — 1989
The Williamson Law Firm, LLC January 2010 - Present
Ponder & Williamson, LLP November 2007 - January 2010
Salomon Smith Barney March 2001 - February 2003
QDEN.com November 1999 - March 2001
Merrill Lynch July 1993 - November 1999
Skills
Litigation, Legal Research, Civil Litigation, Appeals, Legal Writing, Courts, Westlaw, Corporate Governance, Commercial Litigation, Real Estate Transactions, Criminal Defense, Trials, Criminal Law, Wills, Personal Injury, Family Law
Education
Rutgers University School of Law - Newark 2003 — 2007
Juris Doctor, Law
Georgetown University 1989 — 1993
Bachelor of Science in Foreign Service, International Politics
Trenton Central High School 1986 — 1989
Ed Amorosi's Merrill Lynch Experience February 2004 - October 2007
Job Marketing & Investor Relations for Alternative Investments
Industry Investment Management
Experience
Great Point Partners August 2011 - June 2014
Self Employed Alternative Asset Fundraising 2014 - 2014
Self Employed Alternative Asset Fundraising 2014 - 2014
Self Employed Alternative Asset Fundraising 2014 - 2014
Kellner DiLeo & Co. October 2007 - August 2011
Merrill Lynch February 2004 - October 2007
Bear Stearns & Co. May 2002 - February 2004
NY Times, TIME Magazine, US News & World Report November 1999 - July 2001
N.O.A. 1999 - 2001
Schering Plough S.A. (SPAIN) September 1998 - November 1999
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Private Equity, Fixed Income, Asset Managment, Capital Markets, Portfolio Management, Investment Banking, Investment Management, Series 7, Equity Research, Emerging Markets, Mutual Funds, Venture Capital, Trading, Sales, Business Development, Asset Management, Investor Relations, Mergers & Acquisitions, Fund Of Funds, Marketing, Wealth, Market Research
Education
University of Virginia 1998 — 1998
Finance, Marketing, Management, Accounting
Georgetown University 1994 — 1998
Bachelor of Arts, International Relations & Art History
Universidad de Sevilla 1997 — 1997
Spanish & Art
Harvard University Graduate School of Design 1996 — 1996
Career Discovery Program, Architecture & Urban Planning
Deerfield Academy 1990 — 1994
Saint David's 1979 — 1990
Great Point Partners August 2011 - June 2014
Self Employed Alternative Asset Fundraising 2014 - 2014
Self Employed Alternative Asset Fundraising 2014 - 2014
Self Employed Alternative Asset Fundraising 2014 - 2014
Kellner DiLeo & Co. October 2007 - August 2011
Merrill Lynch February 2004 - October 2007
Bear Stearns & Co. May 2002 - February 2004
NY Times, TIME Magazine, US News & World Report November 1999 - July 2001
N.O.A. 1999 - 2001
Schering Plough S.A. (SPAIN) September 1998 - November 1999
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Private Equity, Fixed Income, Asset Managment, Capital Markets, Portfolio Management, Investment Banking, Investment Management, Series 7, Equity Research, Emerging Markets, Mutual Funds, Venture Capital, Trading, Sales, Business Development, Asset Management, Investor Relations, Mergers & Acquisitions, Fund Of Funds, Marketing, Wealth, Market Research
Education
University of Virginia 1998 — 1998
Finance, Marketing, Management, Accounting
Georgetown University 1994 — 1998
Bachelor of Arts, International Relations & Art History
Universidad de Sevilla 1997 — 1997
Spanish & Art
Harvard University Graduate School of Design 1996 — 1996
Career Discovery Program, Architecture & Urban Planning
Deerfield Academy 1990 — 1994
Saint David's 1979 — 1990
Grant Franco Grant Franco's Merrill Lynch Experience May 2012 - August 2012
Job Medical School Candidate
Industry Hospital & Health Care
Experience
vineyard vines January 2010 - Present
Merrill Lynch May 2012 - August 2012
Vineyard Vines March 2010 - August 2011
Skills
Social Media, Microsoft Excel, Social Media Marketing, Investments, Marketing, Dogs, PowerPoint
Education
Georgetown University 2014 — 2015
Pre-Medicine/Pre-Medical Studies
Georgetown University 2008 — 2014
Bachelor of Science (B.S.), Accounting
vineyard vines January 2010 - Present
Merrill Lynch May 2012 - August 2012
Vineyard Vines March 2010 - August 2011
Skills
Social Media, Microsoft Excel, Social Media Marketing, Investments, Marketing, Dogs, PowerPoint
Education
Georgetown University 2014 — 2015
Pre-Medicine/Pre-Medical Studies
Georgetown University 2008 — 2014
Bachelor of Science (B.S.), Accounting
Henrique Gregorio Henrique Gregorio's Merrill Lynch Experience 1993 - 2001
Job Economist and Consultant
Industry International Affairs
Experience
Economist and Consultant June 2013 - Present
Espirito Santo Bank 2008 - 2013
UBS Wealth Management 2006 - 2008
SALOMON SMITH BARNEY 2001 - 2005
Merrill Lynch 1993 - 2001
Republic National Bank of N.Y. (Safra) 1989 - 1993
Chemical Bank 1987 - 1989
Skills
International Banking..., International Business, International Marketing, Private Banking, Retail Banking, Central Banks, Commodity Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Risk, Market Risk, Geopolitics, American History, European History, Latin American culture, Latin American markets, European Markets, European Affairs, Political Economy, International Political..., Crisis Management, Structural Firefighting, Spanish Translation, Portuguese, Spanish, French, Broker-Dealer, Retail Brokerage, Market Research, Investment Research, Business Strategy, Current Affairs, Foreign Currency..., Commercial Real Estate, Market Analysis, Public Speaking, European Union, European Union Politics, Asset Management
Education
Georgetown University
Bachelor's Degree, Finance
Liceu Luis de Camoes
High School
Economist and Consultant June 2013 - Present
Espirito Santo Bank 2008 - 2013
UBS Wealth Management 2006 - 2008
SALOMON SMITH BARNEY 2001 - 2005
Merrill Lynch 1993 - 2001
Republic National Bank of N.Y. (Safra) 1989 - 1993
Chemical Bank 1987 - 1989
Skills
International Banking..., International Business, International Marketing, Private Banking, Retail Banking, Central Banks, Commodity Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Risk, Market Risk, Geopolitics, American History, European History, Latin American culture, Latin American markets, European Markets, European Affairs, Political Economy, International Political..., Crisis Management, Structural Firefighting, Spanish Translation, Portuguese, Spanish, French, Broker-Dealer, Retail Brokerage, Market Research, Investment Research, Business Strategy, Current Affairs, Foreign Currency..., Commercial Real Estate, Market Analysis, Public Speaking, European Union, European Union Politics, Asset Management
Education
Georgetown University
Bachelor's Degree, Finance
Liceu Luis de Camoes
High School
Brian Czarnecki's Merrill Lynch Experience January 2011 - May 2011
Job Commercial Real Estate | Brokerage | Tenant Representation
Industry Commercial Real Estate
Experience
JLL April 2015 - Present
Howard Ecker + Company November 2014 - April 2015
Moolagram December 2013 - November 2014
National Geographic Channel December 2012 - December 2013
MLB Advanced Media June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
The Stanwich Club 2002 - 2008
Skills
Microsoft Office, Microsoft Word, Digital Strategy, Editing, PowerPoint, Marketing, Financial Analysis, Financial Modeling, Valuation, Finance, Business Development, Customer Service, Leadership, Public Speaking
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), Government
Greenwich High School 2004 — 2008
JLL April 2015 - Present
Howard Ecker + Company November 2014 - April 2015
Moolagram December 2013 - November 2014
National Geographic Channel December 2012 - December 2013
MLB Advanced Media June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
The Stanwich Club 2002 - 2008
Skills
Microsoft Office, Microsoft Word, Digital Strategy, Editing, PowerPoint, Marketing, Financial Analysis, Financial Modeling, Valuation, Finance, Business Development, Customer Service, Leadership, Public Speaking
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), Government
Greenwich High School 2004 — 2008
Shoaa Kewan Shoaa Kewan's Merrill Lynch Experience June 2003 - February 2004
Job Director of Resource Management at Cigital
Industry Financial Services
Experience
Cigital July 2012 - Present
Ernst & Young November 2007 - July 2012
PwC April 2004 - November 2007
Merrill Lynch June 2003 - February 2004
Skills
PeopleSoft, Performance Management, Applicant Tracking..., Employee Relations, Talent Management, Sourcing, Change Management, Human Resources, Financial Reporting, Business Process..., Sarbanes-Oxley Act, Process Improvement, Onboarding, College Recruiting, Program Management, Vendor Management, Analysis, Management Consulting, Customer Service, Training, Employee Engagement, Data Analysis, Benefits Negotiation, Team Leadership, Strategic Planning, Organizational..., Leadership, Management
Education
George Mason University 1999 — 2003
B.S. Management, Business, IT
Cigital July 2012 - Present
Ernst & Young November 2007 - July 2012
PwC April 2004 - November 2007
Merrill Lynch June 2003 - February 2004
Skills
PeopleSoft, Performance Management, Applicant Tracking..., Employee Relations, Talent Management, Sourcing, Change Management, Human Resources, Financial Reporting, Business Process..., Sarbanes-Oxley Act, Process Improvement, Onboarding, College Recruiting, Program Management, Vendor Management, Analysis, Management Consulting, Customer Service, Training, Employee Engagement, Data Analysis, Benefits Negotiation, Team Leadership, Strategic Planning, Organizational..., Leadership, Management
Education
George Mason University 1999 — 2003
B.S. Management, Business, IT
Jessica Kowalski's Merrill Lynch Experience January 1999 - June 1999
Job Director, Market Development, Research Applications & Platforms at Elsevier
Industry Information Technology and Services
Experience
Elsevier May 2015 - Present
Elsevier January 2011 - Present
Elsevier January 2010 - January 2011
LexisNexis - a Reed Elsevier Company November 2007 - February 2010
FBI February 2007 - November 2007
United States Department of Defense February 2005 - February 2007
US Department of Homeland Security May 2003 - February 2005
Merrill Lynch January 1999 - June 1999
Skills
Project Portfolio..., Product Management, Developing New Markets, Web Content Management, User Experience, Communications..., Government Relations, Product Marketing, Product Development, B2B, Account Management, Customer Relations, Strategy Development, New Business Development, Market Analysis, Competitive Analysis, Market Research, Change Management, Business Strategy, Competitive Intelligence, Cross-functional Team..., SharePoint, Market Development, Business Intelligence, Content Management, Public Speaking, Integration, Agile, Team Management, Marketing Strategy, Customer Service, Strategy, Online Publishing, Strategic Partnerships, Strategic Communications, Training, Project Management, Selling, Vendor Management, Management, Business Development, Marketing, Publishing, Consulting, Sales
Education
Georgetown University 2006 — 2007
Communication Culture and Technology
The George Washington University 1999 — 2004
BA, Journalism
Elsevier May 2015 - Present
Elsevier January 2011 - Present
Elsevier January 2010 - January 2011
LexisNexis - a Reed Elsevier Company November 2007 - February 2010
FBI February 2007 - November 2007
United States Department of Defense February 2005 - February 2007
US Department of Homeland Security May 2003 - February 2005
Merrill Lynch January 1999 - June 1999
Skills
Project Portfolio..., Product Management, Developing New Markets, Web Content Management, User Experience, Communications..., Government Relations, Product Marketing, Product Development, B2B, Account Management, Customer Relations, Strategy Development, New Business Development, Market Analysis, Competitive Analysis, Market Research, Change Management, Business Strategy, Competitive Intelligence, Cross-functional Team..., SharePoint, Market Development, Business Intelligence, Content Management, Public Speaking, Integration, Agile, Team Management, Marketing Strategy, Customer Service, Strategy, Online Publishing, Strategic Partnerships, Strategic Communications, Training, Project Management, Selling, Vendor Management, Management, Business Development, Marketing, Publishing, Consulting, Sales
Education
Georgetown University 2006 — 2007
Communication Culture and Technology
The George Washington University 1999 — 2004
BA, Journalism
Apple Chengxuan Li Apple Chengxuan Li's Merrill Lynch Experience February 2013 - December 2013
Job Student at Georgetown University
Industry Consumer Goods
Experience
AB Bernstein June 2015 - Present
Sanford C. Bernstein June 2014 - August 2014
Hilltop Consultants, Georgetown University August 2012 - May 2014
Merrill Lynch February 2013 - December 2013
Community Enterprise Solutions July 2013 - August 2013
Georgetown University School of Nursing and Health Studies Dean's Office January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Investments, Economics, Financial Analysis, Valuation, Financial Modeling, Bloomberg
Education
Georgetown University 2011 — 2015
the Webb Schools 2008 — 2011
AB Bernstein June 2015 - Present
Sanford C. Bernstein June 2014 - August 2014
Hilltop Consultants, Georgetown University August 2012 - May 2014
Merrill Lynch February 2013 - December 2013
Community Enterprise Solutions July 2013 - August 2013
Georgetown University School of Nursing and Health Studies Dean's Office January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Investments, Economics, Financial Analysis, Valuation, Financial Modeling, Bloomberg
Education
Georgetown University 2011 — 2015
the Webb Schools 2008 — 2011
Seena Ghavami's Merrill Lynch Experience August 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Monumental Sports & Entertainment February 2015 - August 2015
WellDoc 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Public Speaking, Social Media, Leadership, Teamwork, Research, Finance, Time Management
Education
George Mason University 2011 — 2015
Bachelor’s Degree, Finance, General
George Mason University - School of Management 2011 — 2015
Bachelor's Degree, Finance, General
Merrill Lynch August 2015 - Present
Monumental Sports & Entertainment February 2015 - August 2015
WellDoc 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Public Speaking, Social Media, Leadership, Teamwork, Research, Finance, Time Management
Education
George Mason University 2011 — 2015
Bachelor’s Degree, Finance, General
George Mason University - School of Management 2011 — 2015
Bachelor's Degree, Finance, General
Jamie Glavin Jamie Glavin's Merrill Lynch Experience December 2013 - August 2014
Job Securities Intern at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
District Line Partners September 2014 - December 2014
Merrill Lynch December 2013 - August 2014
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Financial Modeling, Investments, Financial Analysis, Finance
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Management and Finance
Archmere Academy 2008 — 2012
High School Diploma
Goldman Sachs June 2015 - Present
District Line Partners September 2014 - December 2014
Merrill Lynch December 2013 - August 2014
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Financial Modeling, Investments, Financial Analysis, Finance
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Management and Finance
Archmere Academy 2008 — 2012
High School Diploma
Christopher Kraft Christopher Kraft's Merrill Lynch Experience May 2012 - August 2012
Job Paralegal, US Attorney's Office Eastern District New York
Industry International Affairs
Experience
U.S. Department of Justice August 2015 - Present
Federal Housing Finance Agency June 2014 - August 2014
Office of Senator Robert Menendez September 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Skills
Fluent in German, Proficient in French, Economics, Policy Analysis, Politics, Bloomberg Terminal, Public Policy, Stata, International Relations, Foreign Policy, Political Campaigns, Nonprofits, International Economics, Political Science, Strategic Communications
Education
Georgetown University - Walsh School of Foreign Service 2011 — 2015
Bachelor of Science (B.S.), International Political Economy with Honors
U.S. Department of Justice August 2015 - Present
Federal Housing Finance Agency June 2014 - August 2014
Office of Senator Robert Menendez September 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Skills
Fluent in German, Proficient in French, Economics, Policy Analysis, Politics, Bloomberg Terminal, Public Policy, Stata, International Relations, Foreign Policy, Political Campaigns, Nonprofits, International Economics, Political Science, Strategic Communications
Education
Georgetown University - Walsh School of Foreign Service 2011 — 2015
Bachelor of Science (B.S.), International Political Economy with Honors
Laura Luppens Laura Luppens's Merrill Lynch Experience 2007 - 2009
Job VP Finance & Strategy, National Pro Grid League
Industry Sports
Experience
National Pro Grid League June 2014 - Present
WellnessFX January 2014 - June 2014
WellnessFX 2011 - 2013
Leerink Swann 2009 - 2011
Merrill Lynch 2007 - 2009
Education
Georgetown University 2003 — 2007
National Pro Grid League June 2014 - Present
WellnessFX January 2014 - June 2014
WellnessFX 2011 - 2013
Leerink Swann 2009 - 2011
Merrill Lynch 2007 - 2009
Education
Georgetown University 2003 — 2007
Jacob Evan Solomon's Merrill Lynch Experience February 2010 - June 2010
Job Seeking a Role in Investment Banking or Asset Management
Industry Financial Services
Experience
George Mason University School of Law July 2015 - Present
Institute of International Banking Law & Practice (IIBLP) September 2011 - August 2014
Journal of International Commercial Law August 2012 - May 2014
Herzfeld & Rubin, P.C. June 2012 - July 2013
Eilenberg and Krause October 2010 - July 2011
Merrill Lynch February 2010 - June 2010
Skills
Legal Research, Research, Legal Writing, Corporate Law, Microsoft Office, Financial Analysis, Westlaw, Mergers & Acquisitions, Analysis, Economics, Social Media, PowerPoint, Finance, Lexis, Writing, Customer Service, Business Analysis, Leadership, LexisNexis, Public Policy, Mergers, Management, Policy Analysis, Letters of Credit, Contract Documentation, Econometric Modeling, Public Speaking, Microsoft Excel, Corporate Finance, Investments, Risk Management, Securities, Data Analysis, Due Diligence, Financial Modeling, Policy, Editing, Microsoft Word, Credit Analysis, Capital Structure, Financial Statement..., CAPM, Equity Valuation, Project Finance, EDGAR filings, Stata, Bloomberg Software, Private Equity
Education
George Mason University School of Law 2011 — 2014
Juris Doctor (J.D.), Law and Economics
City University of New York-Queens College 2005 — 2010
Bachelor's Degree, Corporate Finance & Economics, 3.44
George Mason University School of Law July 2015 - Present
Institute of International Banking Law & Practice (IIBLP) September 2011 - August 2014
Journal of International Commercial Law August 2012 - May 2014
Herzfeld & Rubin, P.C. June 2012 - July 2013
Eilenberg and Krause October 2010 - July 2011
Merrill Lynch February 2010 - June 2010
Skills
Legal Research, Research, Legal Writing, Corporate Law, Microsoft Office, Financial Analysis, Westlaw, Mergers & Acquisitions, Analysis, Economics, Social Media, PowerPoint, Finance, Lexis, Writing, Customer Service, Business Analysis, Leadership, LexisNexis, Public Policy, Mergers, Management, Policy Analysis, Letters of Credit, Contract Documentation, Econometric Modeling, Public Speaking, Microsoft Excel, Corporate Finance, Investments, Risk Management, Securities, Data Analysis, Due Diligence, Financial Modeling, Policy, Editing, Microsoft Word, Credit Analysis, Capital Structure, Financial Statement..., CAPM, Equity Valuation, Project Finance, EDGAR filings, Stata, Bloomberg Software, Private Equity
Education
George Mason University School of Law 2011 — 2014
Juris Doctor (J.D.), Law and Economics
City University of New York-Queens College 2005 — 2010
Bachelor's Degree, Corporate Finance & Economics, 3.44
Erica Tsai Erica Tsai's Merrill Lynch Experience September 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Georgetown University January 2014 - Present
The Doman Group May 2015 - June 2015
Smile June 2012 - September 2014
Education
Georgetown University 2013 — 2017
Bachelor of Science in Business Administration (BSBA), Finance, General; Operations and Information Management (OPIM)
University of Oxford
Summer Study Abroad, International Finance; Strategic Management
National Taiwan University
Summer Study Abroad, Business Chinese
Merrill Lynch September 2015 - Present
Georgetown University January 2014 - Present
The Doman Group May 2015 - June 2015
Smile June 2012 - September 2014
Education
Georgetown University 2013 — 2017
Bachelor of Science in Business Administration (BSBA), Finance, General; Operations and Information Management (OPIM)
University of Oxford
Summer Study Abroad, International Finance; Strategic Management
National Taiwan University
Summer Study Abroad, Business Chinese
Reno Varghese Reno Varghese's Merrill Lynch Experience May 2014 - June 2014
Job Summer Analyst at Cornerstone Research
Industry International Affairs
Experience
Georgetown University Student Association September 2014 - September 2015
Cornerstone Research June 2015 - August 2015
The Brookings Institution September 2014 - May 2015
Learning Enterprises Organization June 2014 - August 2014
Merrill Lynch May 2014 - June 2014
Compass Partners September 2013 - May 2014
The Georgetown Diplomacy and International Security Conference April 2013 - May 2014
Merrill Lynch May 2013 - August 2013
U.S. Congress September 2012 - May 2013
The Georgetown Diplomacy and International Security Conference October 2012 - April 2013
Skills
International Relations, Research, Public Speaking, Politics, Event Management, Public Relations, Spanish, Microsoft Excel, Stata, SAS Programming, Event Planning, Farsi, Nonprofits, Budgets, Copy Editing, Customer Service, PowerPoint, English, Guitar, Microsoft Office, Microsoft Word, Windows, Terrorism
Education
Georgetown University 2012 — 2016
Bachelor of Science in Foreign Service, International Political Economy, Certificate in International Business Diplomacy
Stanton College Preparatory School 2008 — 2012
International Baccalaureate, Valedictorian, 4.887 G.P.A. Weighted, 4.0 Unweighted
Georgetown University Student Association September 2014 - September 2015
Cornerstone Research June 2015 - August 2015
The Brookings Institution September 2014 - May 2015
Learning Enterprises Organization June 2014 - August 2014
Merrill Lynch May 2014 - June 2014
Compass Partners September 2013 - May 2014
The Georgetown Diplomacy and International Security Conference April 2013 - May 2014
Merrill Lynch May 2013 - August 2013
U.S. Congress September 2012 - May 2013
The Georgetown Diplomacy and International Security Conference October 2012 - April 2013
Skills
International Relations, Research, Public Speaking, Politics, Event Management, Public Relations, Spanish, Microsoft Excel, Stata, SAS Programming, Event Planning, Farsi, Nonprofits, Budgets, Copy Editing, Customer Service, PowerPoint, English, Guitar, Microsoft Office, Microsoft Word, Windows, Terrorism
Education
Georgetown University 2012 — 2016
Bachelor of Science in Foreign Service, International Political Economy, Certificate in International Business Diplomacy
Stanton College Preparatory School 2008 — 2012
International Baccalaureate, Valedictorian, 4.887 G.P.A. Weighted, 4.0 Unweighted
Eniola Mafe's Merrill Lynch Experience June 2007 - August 2008
Job Programs Manager at The Niger Delta Partnership Initiative Foundation (NDPI)
Industry International Trade and Development
Experience
Niger Delta Partnership Initiative Foundation July 2013 - Present
Vital Voices Global Partnership January 2012 - July 2013
Vital Voices Global Partnership October 2010 - April 2012
APCO Worldwide January 2010 - October 2010
Vital Voices September 2009 - February 2010
Mecene Investments June 2009 - August 2009
Merrill Lynch June 2007 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Program Management, International..., Entrepreneurship..., Sub-Saharan Africa, Corporate Social..., International Business, Women Owned Business, Business Growth..., Non-profits, Program Evaluation, Business Strategy, Business Process..., Gender Mainstreaming, Women Leaders, West Africa, Emerging Markets, Organizational..., Social Media, Public Speaking, PPP, Curriculum Development, Training, Training Delivery, Cross-sector..., Building Coalitions, Nonprofits, Human Rights, Economic Development, Strategic Partnerships, Advocacy, Entrepreneurship, Economics, International Relations, Africa, Strategy, Capacity Building, Analysis, Leadership, NGOs
Education
Georgetown University 2008 — 2010
Masters, School of Foreign Service; Landegger International Business & Diplomacy (IBD) Honors Certificate
Spelman College 2003 — 2007
Bachelor of Arts (magna cum laude), International Studies
Niger Delta Partnership Initiative Foundation July 2013 - Present
Vital Voices Global Partnership January 2012 - July 2013
Vital Voices Global Partnership October 2010 - April 2012
APCO Worldwide January 2010 - October 2010
Vital Voices September 2009 - February 2010
Mecene Investments June 2009 - August 2009
Merrill Lynch June 2007 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Program Management, International..., Entrepreneurship..., Sub-Saharan Africa, Corporate Social..., International Business, Women Owned Business, Business Growth..., Non-profits, Program Evaluation, Business Strategy, Business Process..., Gender Mainstreaming, Women Leaders, West Africa, Emerging Markets, Organizational..., Social Media, Public Speaking, PPP, Curriculum Development, Training, Training Delivery, Cross-sector..., Building Coalitions, Nonprofits, Human Rights, Economic Development, Strategic Partnerships, Advocacy, Entrepreneurship, Economics, International Relations, Africa, Strategy, Capacity Building, Analysis, Leadership, NGOs
Education
Georgetown University 2008 — 2010
Masters, School of Foreign Service; Landegger International Business & Diplomacy (IBD) Honors Certificate
Spelman College 2003 — 2007
Bachelor of Arts (magna cum laude), International Studies
Christy Hahn Christy Hahn's Merrill Lynch Experience 2004 - 2006
Job Executive Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2006 - Present
Merrill Lynch 2004 - 2006
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Strategy
Georgetown University 1993 — 1997
BSBA, Marketing
Morgan Stanley January 2014 - Present
Morgan Stanley June 2006 - Present
Merrill Lynch 2004 - 2006
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Strategy
Georgetown University 1993 — 1997
BSBA, Marketing
Amanda Wright Amanda Wright's Merrill Lynch Experience August 2009 - December 2009
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2012 - Present
Georgetown University Alumni & Student Federal Credit Union February 2009 - April 2012
J.P. Morgan June 2011 - August 2011
Rolls-Royce August 2010 - March 2011
Rolls-Royce May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance & Management
Georgetown University Study Abroad Program 2009 — 2009
Spanish
Georgetown University
J.P. Morgan June 2012 - Present
Georgetown University Alumni & Student Federal Credit Union February 2009 - April 2012
J.P. Morgan June 2011 - August 2011
Rolls-Royce August 2010 - March 2011
Rolls-Royce May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance & Management
Georgetown University Study Abroad Program 2009 — 2009
Spanish
Georgetown University
Forrest Baringer-Jones Forrest Baringer-Jones's Merrill Lynch Experience June 2001 - July 2004
Job Founder at ABC. Investor/Advisor at bruer. Former CEO at JOBY and Motrr
Industry Consumer Goods
Experience
Bruer October 2014 - Present
Artifakt Brands Consulting January 2012 - Present
Motrr December 2013 - June 2014
JOBY June 2008 - January 2012
Bottlenotes 2006 - 2007
TowerBrook Capital Partners August 2004 - July 2006
Merrill Lynch June 2001 - July 2004
Skills
Start-ups, Strategy, Venture Capital, Private Equity, Due Diligence, Entrepreneurship, Investment Banking, Investments, Product Development, Business Planning, Equities, Finance, Financial Modeling, Corporate Development, Mobile Devices, Competitive Analysis, Strategic Partnerships, Brand Development, Management, Business Strategy, Business Development, Mergers & Acquisitions, Strategic Planning, Marketing
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Business and Design
Georgetown University 1998 — 2002
Bachelor's Degree, SFS: International Economics with Honors and Minor in Econometrics and Math, MCL
Bruer October 2014 - Present
Artifakt Brands Consulting January 2012 - Present
Motrr December 2013 - June 2014
JOBY June 2008 - January 2012
Bottlenotes 2006 - 2007
TowerBrook Capital Partners August 2004 - July 2006
Merrill Lynch June 2001 - July 2004
Skills
Start-ups, Strategy, Venture Capital, Private Equity, Due Diligence, Entrepreneurship, Investment Banking, Investments, Product Development, Business Planning, Equities, Finance, Financial Modeling, Corporate Development, Mobile Devices, Competitive Analysis, Strategic Partnerships, Brand Development, Management, Business Strategy, Business Development, Mergers & Acquisitions, Strategic Planning, Marketing
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Business and Design
Georgetown University 1998 — 2002
Bachelor's Degree, SFS: International Economics with Honors and Minor in Econometrics and Math, MCL
Annalee Leggett Annalee Leggett's Merrill Lynch Experience January 2012 - May 2012
Job Investment Solutions Analyst, US Trust
Industry Financial Services
Experience
US Trust July 2013 - Present
US Trust June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Spanish, Microsoft Excel, International Relations, International..., Policy Analysis, Editing, International Economics, Stata, Macroeconomics, Adobe Creative Suite
Education
Georgetown University 2009 — 2013
Walsh School of Foreign Service, International Economics
Phillips Academy Andover 2005 — 2009
US Trust July 2013 - Present
US Trust June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Spanish, Microsoft Excel, International Relations, International..., Policy Analysis, Editing, International Economics, Stata, Macroeconomics, Adobe Creative Suite
Education
Georgetown University 2009 — 2013
Walsh School of Foreign Service, International Economics
Phillips Academy Andover 2005 — 2009
Alexis Hollar Alexis Hollar's Merrill Lynch Experience January 2010 - May 2010
Job Registered Nurse PACU at MedStar Georgetown University Hospital
Industry Hospital & Health Care
Experience
MedStar Georgetown University Hospital July 2014 - Present
Goldman Sachs July 2011 - May 2012
Credit Suisse June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Valuation, Financial Analysis, PowerPoint, Corporate Finance, Microsoft Excel, Finance, Nursing, Nursing Documentation
Education
New York University 2012 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse, 4.0 - Valedictorian
Georgetown University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Double major: Accounting, Finance. Minor: English
Oxford University 2009 — 2009
MedStar Georgetown University Hospital July 2014 - Present
Goldman Sachs July 2011 - May 2012
Credit Suisse June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Valuation, Financial Analysis, PowerPoint, Corporate Finance, Microsoft Excel, Finance, Nursing, Nursing Documentation
Education
New York University 2012 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse, 4.0 - Valedictorian
Georgetown University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Double major: Accounting, Finance. Minor: English
Oxford University 2009 — 2009
Christine (Park) Peterson's Merrill Lynch Experience May 2000 - February 2002
Job Senior Executive with Leveraged Finance and Operating Experience
Industry Financial Services
Experience
Winvin LLC October 2008 - Present
Hadley Partners Incorporated February 2004 - June 2007
Lula Belle Toffee September 2002 - December 2003
Merrill Lynch May 2000 - February 2002
Deutsche Bank (formerly Bankers Trust) July 1991 - April 2000
Education
Georgetown University 1987 — 1991
B.A.
Marlborough School 1981 — 1987
High School
Winvin LLC October 2008 - Present
Hadley Partners Incorporated February 2004 - June 2007
Lula Belle Toffee September 2002 - December 2003
Merrill Lynch May 2000 - February 2002
Deutsche Bank (formerly Bankers Trust) July 1991 - April 2000
Education
Georgetown University 1987 — 1991
B.A.
Marlborough School 1981 — 1987
High School
Dan Yoo Dan Yoo's Merrill Lynch Experience 1999 - 2000
Job Chief Operating Officer at NerdWallet
Industry Internet
Experience
NerdWallet March 2014 - Present
Stone Korean Kitchen 2009 - Present
LinkedIn July 2009 - March 2014
Rhythm NewMedia 2007 - 2009
Parature 2003 - 2007
ReliaQuote 1998 - 2003
Epoch Partners 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Corporate Development, Strategy, Business Development, Mergers, Business Operations, Sales Operations, New Media, Management, Recruiting, Advertising, Food, Awesomeness, Sales, Start-ups, SaaS, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, SQL, Venture Capital, Leadership, Online Advertising, Analytics, Competitive Analysis, Finance, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA, General Management, Management of Technology
Georgetown University 1995 — 1999
BSBA, Management and Finance
Glenbrook North High School 1991 — 1995
NerdWallet March 2014 - Present
Stone Korean Kitchen 2009 - Present
LinkedIn July 2009 - March 2014
Rhythm NewMedia 2007 - 2009
Parature 2003 - 2007
ReliaQuote 1998 - 2003
Epoch Partners 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Corporate Development, Strategy, Business Development, Mergers, Business Operations, Sales Operations, New Media, Management, Recruiting, Advertising, Food, Awesomeness, Sales, Start-ups, SaaS, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, SQL, Venture Capital, Leadership, Online Advertising, Analytics, Competitive Analysis, Finance, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA, General Management, Management of Technology
Georgetown University 1995 — 1999
BSBA, Management and Finance
Glenbrook North High School 1991 — 1995
Frank Wilson Frank Wilson's Merrill Lynch Experience 2006 - 2006
Job Founder at Gamblino Inc.
Industry Entertainment
Experience
Gamblino July 2012 - Present
Bike to the Beach January 2010 - Present
Tradition Financial Services July 2007 - June 2012
Merrill Lynch 2006 - 2006
Education
University of Maryland College Park 2005 — 2007
BS, Finance, General
Georgetown University 2003 — 2004
Gamblino July 2012 - Present
Bike to the Beach January 2010 - Present
Tradition Financial Services July 2007 - June 2012
Merrill Lynch 2006 - 2006
Education
University of Maryland College Park 2005 — 2007
BS, Finance, General
Georgetown University 2003 — 2004
Casey Fallon Casey Fallon's Merrill Lynch Experience June 2010 - August 2010
Job Registered Nurse at Johns Hopkins Hospital
Industry Pharmaceuticals
Experience
Johns Hopkins Hospital March 2015 - Present
Teva Pharmaceuticals June 2012 - Present
Merrill Lynch June 2010 - August 2010
MedAvante June 2007 - August 2007
Education
Georgetown University 2013 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Biobehavioral Health
The University of Sydney
Psychology and Cultural Studies
Johns Hopkins Hospital March 2015 - Present
Teva Pharmaceuticals June 2012 - Present
Merrill Lynch June 2010 - August 2010
MedAvante June 2007 - August 2007
Education
Georgetown University 2013 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Biobehavioral Health
The University of Sydney
Psychology and Cultural Studies
Brad Cragin's Merrill Lynch Experience 2000 - 2003
Job Director of Research at Estabrook Capital Management LLC
Industry Investment Management
Experience
Estabrook Capital Management LLC 2008 - Present
Goldman Sachs 2004 - 2008
Merrill Lynch 2000 - 2003
GE Capital 1998 - 2000
Education
Georgetown University 1994 — 1998
B.S., Foreign Service & International Politics
Estabrook Capital Management LLC 2008 - Present
Goldman Sachs 2004 - 2008
Merrill Lynch 2000 - 2003
GE Capital 1998 - 2000
Education
Georgetown University 1994 — 1998
B.S., Foreign Service & International Politics
Ross Wilkinson's Merrill Lynch Experience March 1996 - May 1998
Job Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Steward Partners Global Advisory August 2013 - Present
Washington Wealth Management December 2010 - March 2013
2009 - 2010 October 2009 - June 2010
Morgan Stanley January 2005 - October 2009
Morgan Stanley January 2000 - January 2005
Morgan Stanley Group, Inc May 1998 - January 2000
Merrill Lynch March 1996 - May 1998
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Education
George Mason University
Morgan Stanley January 2015 - Present
Steward Partners Global Advisory August 2013 - Present
Washington Wealth Management December 2010 - March 2013
2009 - 2010 October 2009 - June 2010
Morgan Stanley January 2005 - October 2009
Morgan Stanley January 2000 - January 2005
Morgan Stanley Group, Inc May 1998 - January 2000
Merrill Lynch March 1996 - May 1998
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Education
George Mason University
Christina A. De Jesus's Merrill Lynch Experience June 2005 - August 2005
Job Membership Coordinator at Perot Museum of Nature and Science
Industry Museums and Institutions
Experience
St. Patrick Catholic Church (Dallas) January 2009 - August 2010
US Census Bureau April 2010 - June 2010
Global Semiconductor Alliance October 2006 - January 2009
Georgetown University October 2002 - May 2006
Merrill Lynch June 2005 - August 2005
Toyo Cotton Company May 2003 - August 2003
Skills
Public Relations, Press Releases, Newsletters, Marketing Communications, Email Marketing, Writing, Editing, Membership Relations, Marketing, Nonprofits
Education
Georgetown University 2002 — 2006
BSBA
St. Patrick Catholic Church (Dallas) January 2009 - August 2010
US Census Bureau April 2010 - June 2010
Global Semiconductor Alliance October 2006 - January 2009
Georgetown University October 2002 - May 2006
Merrill Lynch June 2005 - August 2005
Toyo Cotton Company May 2003 - August 2003
Skills
Public Relations, Press Releases, Newsletters, Marketing Communications, Email Marketing, Writing, Editing, Membership Relations, Marketing, Nonprofits
Education
Georgetown University 2002 — 2006
BSBA
Anna Christiansen's Merrill Lynch Experience June 2011 - August 2011
Job Pre K Teaching Fellow at Elsie Whitlow Stokes Community Freedom Public Charter School
Industry Primary/Secondary Education
Experience
Washington International School February 2015 - June 2015
PBS NewsHour July 2014 - January 2015
Al Jazeera Media Network December 2013 - May 2014
Al Jazeera Media Network September 2013 - December 2013
TIME Magazine June 2012 - August 2012
The New Yorker September 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Nestlé S.A. June 2010 - August 2010
Skills
WordPress, Final Cut Pro, Social Media, Photoshop, Public Speaking, Wikipedia, iNews, Avid interplay, Lexis Nexis, Soundslides, Journalism
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), English
International School of Lausanne, Switzerland 1999 — 2009
International Baccalaureate
Washington International School February 2015 - June 2015
PBS NewsHour July 2014 - January 2015
Al Jazeera Media Network December 2013 - May 2014
Al Jazeera Media Network September 2013 - December 2013
TIME Magazine June 2012 - August 2012
The New Yorker September 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Nestlé S.A. June 2010 - August 2010
Skills
WordPress, Final Cut Pro, Social Media, Photoshop, Public Speaking, Wikipedia, iNews, Avid interplay, Lexis Nexis, Soundslides, Journalism
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), English
International School of Lausanne, Switzerland 1999 — 2009
International Baccalaureate
Christina Hasting Christina Hasting's Merrill Lynch Experience June 2007 - August 2007
Job IT Communications Professional at Freddie Mac
Industry Information Technology and Services
Experience
Freddie Mac April 2013 - Present
Freddie Mac November 2012 - Present
Freddie Mac June 2011 - November 2012
Freddie Mac January 2011 - December 2011
Freddie Mac July 2010 - March 2011
Freddie Mac 2009 - 2010
KPMG January 2009 - April 2009
Freddie Mac May 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Process Improvement, Internal Communications, Leading Organizational..., Enterprise Modernization, Internal Controls, Presenter, Program Management, SDLC, Business Process..., Management, Business Analysis, SharePoint, Visio
Education
Georgetown University 2012 — 2013
Masters in Information Technology Management
University of Maryland College Park 2005 — 2009
International Business, Spanish Language and Business
Freddie Mac April 2013 - Present
Freddie Mac November 2012 - Present
Freddie Mac June 2011 - November 2012
Freddie Mac January 2011 - December 2011
Freddie Mac July 2010 - March 2011
Freddie Mac 2009 - 2010
KPMG January 2009 - April 2009
Freddie Mac May 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Process Improvement, Internal Communications, Leading Organizational..., Enterprise Modernization, Internal Controls, Presenter, Program Management, SDLC, Business Process..., Management, Business Analysis, SharePoint, Visio
Education
Georgetown University 2012 — 2013
Masters in Information Technology Management
University of Maryland College Park 2005 — 2009
International Business, Spanish Language and Business
Amy (Lewis) Drais Amy (Lewis) Drais's Merrill Lynch Experience September 2002 - August 2003
Job Associate at Proskauer Rose LLP
Industry Law Practice
Experience
Proskauer Rose LLP January 2012 - Present
Shearman & Sterling LLP September 2007 - December 2011
Merrill Lynch September 2002 - August 2003
Goldman Sachs July 2000 - August 2002
Skills
Capital Markets, Private Equity, Securities Regulation, Cross-border..., Due Diligence
Education
Georgetown University 2003 — 2007
MSFS, Foreign Service - International Development
Georgetown University Law Center 2003 — 2007
Doctor of Law (JD)
Wellesley College 1996 — 2000
Bachelor of Arts (B.A.), French / Economics
Hunter
Proskauer Rose LLP January 2012 - Present
Shearman & Sterling LLP September 2007 - December 2011
Merrill Lynch September 2002 - August 2003
Goldman Sachs July 2000 - August 2002
Skills
Capital Markets, Private Equity, Securities Regulation, Cross-border..., Due Diligence
Education
Georgetown University 2003 — 2007
MSFS, Foreign Service - International Development
Georgetown University Law Center 2003 — 2007
Doctor of Law (JD)
Wellesley College 1996 — 2000
Bachelor of Arts (B.A.), French / Economics
Hunter
Mike Tonsing's Merrill Lynch Experience 1998 - 2001
Job Director of Marketing at SunPower Corporation
Industry Consumer Goods
Experience
SunPower Corporation 2013 - Present
LeapFrog 2011 - 2013
Clif Bar & Company 2010 - 2011
Mattel Europe 2009 - 2010
Mattel Europe 2008 - 2009
Mattel 2006 - 2008
Mattel, Inc. 2004 - 2006
Los Angeles Dodgers April 2003 - September 2003
Merrill Lynch 1998 - 2001
Skills
Consumer Products, Customer Insight, Strategy, Marketing Management, Management, Marketing Strategy, Brand Management, Marketing, Product Marketing, Product Development, Retail, Leadership, Brand Architecture, Market Research, Market Planning, Product Management, Marketing Research, Brand Development, Cross-functional Team..., Competitive Analysis, Strategic Partnerships
Education
Stanford University
Professional Certificate, Energy Innovation and Emerging Technologies
UCLA Anderson School of Management 2002 — 2004
MBA, Marketing
Georgetown University 1994 — 1998
BA, Government - History Double Major
The College Preparatory School 1990 — 1994
High School
SunPower Corporation 2013 - Present
LeapFrog 2011 - 2013
Clif Bar & Company 2010 - 2011
Mattel Europe 2009 - 2010
Mattel Europe 2008 - 2009
Mattel 2006 - 2008
Mattel, Inc. 2004 - 2006
Los Angeles Dodgers April 2003 - September 2003
Merrill Lynch 1998 - 2001
Skills
Consumer Products, Customer Insight, Strategy, Marketing Management, Management, Marketing Strategy, Brand Management, Marketing, Product Marketing, Product Development, Retail, Leadership, Brand Architecture, Market Research, Market Planning, Product Management, Marketing Research, Brand Development, Cross-functional Team..., Competitive Analysis, Strategic Partnerships
Education
Stanford University
Professional Certificate, Energy Innovation and Emerging Technologies
UCLA Anderson School of Management 2002 — 2004
MBA, Marketing
Georgetown University 1994 — 1998
BA, Government - History Double Major
The College Preparatory School 1990 — 1994
High School
Elena Thompson Elena Thompson's Merrill Lynch Experience October 2000 - June 2003
Job Director, Enterprise Program Management at Freddie Mac
Industry Information Technology and Services
Experience
Freddie Mac November 2011 - Present
Amtrak March 2011 - November 2011
PC Network October 2008 - March 2011
Fannie Mae June 2003 - September 2008
Celerity 2003 - 2004
Merrill Lynch October 2000 - June 2003
Prudential Insurance September 1986 - October 2000
Skills
PMO, Project Management, Business Analysis, IT Strategy, SDLC, Vendor Management, Program Management, Change Management, PMP, Project Portfolio..., Integration, Process Improvement, MS Project, Business Process..., Project Planning, Requirements Analysis, IT Management, Consulting, Software Project...
Education
College of Executive Coaching 2014 — 2016
Executive Leadership Coaching
Georgetown University
UPenn MAPP
Masters, Psychology
Freddie Mac November 2011 - Present
Amtrak March 2011 - November 2011
PC Network October 2008 - March 2011
Fannie Mae June 2003 - September 2008
Celerity 2003 - 2004
Merrill Lynch October 2000 - June 2003
Prudential Insurance September 1986 - October 2000
Skills
PMO, Project Management, Business Analysis, IT Strategy, SDLC, Vendor Management, Program Management, Change Management, PMP, Project Portfolio..., Integration, Process Improvement, MS Project, Business Process..., Project Planning, Requirements Analysis, IT Management, Consulting, Software Project...
Education
College of Executive Coaching 2014 — 2016
Executive Leadership Coaching
Georgetown University
UPenn MAPP
Masters, Psychology
Annie Jung Annie Jung's Merrill Lynch Experience June 2012 - May 2013
Job Senior Consultant at Navigant
Industry Management Consulting
Experience
Navigant July 2013 - Present
Merrill Lynch June 2012 - May 2013
American Council On Renewable Energy (ACORE) January 2012 - April 2012
Learning Enterprises July 2011 - August 2011
Skills
SQL, Oracle, Python, Data Analysis, International Relations, FATCA, MBS, Economics, Mandarin, Spanish, Policy Analysis, Research, International..., Public Policy, English, Korean, Microsoft Excel, Editing, Politics, SPSS, Nonprofits, Non-profits
Education
Georgetown University 2009 — 2013
Bachelor’s Degree, Science, Technology, and International Affairs; Concentration in Business, Growth & Development, Cum Laude
University of International Business and Economics; The Beijing Center 2011 — 2011
Valencia High School
Navigant July 2013 - Present
Merrill Lynch June 2012 - May 2013
American Council On Renewable Energy (ACORE) January 2012 - April 2012
Learning Enterprises July 2011 - August 2011
Skills
SQL, Oracle, Python, Data Analysis, International Relations, FATCA, MBS, Economics, Mandarin, Spanish, Policy Analysis, Research, International..., Public Policy, English, Korean, Microsoft Excel, Editing, Politics, SPSS, Nonprofits, Non-profits
Education
Georgetown University 2009 — 2013
Bachelor’s Degree, Science, Technology, and International Affairs; Concentration in Business, Growth & Development, Cum Laude
University of International Business and Economics; The Beijing Center 2011 — 2011
Valencia High School
Matthew Castaldo's Merrill Lynch Experience January 2014 - Present
Job Transaction Advisory Services at EY
Industry Financial Services
Experience
EY September 2015 - Present
Merrill Lynch January 2014 - Present
The Blazer Bros, LLC. May 2013 - Present
Connolly, LLC May 2014 - August 2014
Skills
Public Speaking, Politics, Social Networking, Policy Analysis, International Relations, Research, Social Media, Fundraising, Public Policy, Event Planning, Data Analysis, Nonprofits, PowerPoint
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Buckingham Browne and Nichols 2007 — 2011
EY September 2015 - Present
Merrill Lynch January 2014 - Present
The Blazer Bros, LLC. May 2013 - Present
Connolly, LLC May 2014 - August 2014
Skills
Public Speaking, Politics, Social Networking, Policy Analysis, International Relations, Research, Social Media, Fundraising, Public Policy, Event Planning, Data Analysis, Nonprofits, PowerPoint
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Buckingham Browne and Nichols 2007 — 2011
Benjamin McKean Benjamin McKean's Merrill Lynch Experience 2006 - 2008
Job CoFounder at Hungryroot
Industry Internet
Experience
Hungryroot October 2014 - Present
Groupon September 2012 - August 2014
Plated February 2013 - September 2013
Savored (acquired) October 2009 - September 2012
CSH Inc. (acquired) May 2004 - December 2009
Merrill Lynch 2006 - 2008
Skills
Marketing, Sales, Digital Media, Venture Capital, Strategic Partnerships, Entrepreneurship, Business Strategy, Leadership, Start-ups, Strategy, Social Media, Sales Operations, Product Management, P&L Management, E-commerce, Branding & Identity
Education
Georgetown University
Bachelor of Science (B.S.), Economics
Hungryroot October 2014 - Present
Groupon September 2012 - August 2014
Plated February 2013 - September 2013
Savored (acquired) October 2009 - September 2012
CSH Inc. (acquired) May 2004 - December 2009
Merrill Lynch 2006 - 2008
Skills
Marketing, Sales, Digital Media, Venture Capital, Strategic Partnerships, Entrepreneurship, Business Strategy, Leadership, Start-ups, Strategy, Social Media, Sales Operations, Product Management, P&L Management, E-commerce, Branding & Identity
Education
Georgetown University
Bachelor of Science (B.S.), Economics
Jess Joswick's Merrill Lynch Experience May 2007 - August 2007
Job Marketing Manager at KIPP LA Schools
Industry Marketing and Advertising
Experience
KIPP LA Schools August 2014 - Present
KIPP LA Schools June 2013 - August 2014
the midnight mission August 2012 - June 2013
Thurgood Marshall Academy August 2009 - July 2012
Merrill Lynch May 2007 - August 2007
Skills
Fundraising, Grant Writing, Editing, Marketing Communications, Social Media, Event Planning, Newsletters, Copy Editing, Event Management, Donor Relations, Donor Recognition, Nonprofits, Annual Giving, Direct Mail, Project Management, Graphic Design, Collateral Materials..., Marketing
Education
Georgetown University 2005 — 2009
BA cum laude, Comparative Literature
Cranbrook Kingswood 2001 — 2005
High School Degree
KIPP LA Schools August 2014 - Present
KIPP LA Schools June 2013 - August 2014
the midnight mission August 2012 - June 2013
Thurgood Marshall Academy August 2009 - July 2012
Merrill Lynch May 2007 - August 2007
Skills
Fundraising, Grant Writing, Editing, Marketing Communications, Social Media, Event Planning, Newsletters, Copy Editing, Event Management, Donor Relations, Donor Recognition, Nonprofits, Annual Giving, Direct Mail, Project Management, Graphic Design, Collateral Materials..., Marketing
Education
Georgetown University 2005 — 2009
BA cum laude, Comparative Literature
Cranbrook Kingswood 2001 — 2005
High School Degree
Marianne Schmidt's Merrill Lynch Experience May 2007 - Present
Job Marketing VP
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Citi Group August 2005 - January 2007
Bertelsmann January 2005 - May 2005
JPMorgan Chase August 2000 - November 2004
Chase Home Finance February 1998 - August 2000
Custom Research Inc February 1997 - February 1998
Unz & Co. October 1996 - February 1997
Association of Management Consulting Firms March 1995 - September 1996
Education
Villanova University 2005 — 2005
Certificate, Six Sigma
New York University 1996 — 1997
Certificate, International Business & Finance
UC Berkeley 1993 — 1994
Certificate, Marketing
Georgetown University 1987 — 1991
BS, Russian
Merrill Lynch May 2007 - Present
Citi Group August 2005 - January 2007
Bertelsmann January 2005 - May 2005
JPMorgan Chase August 2000 - November 2004
Chase Home Finance February 1998 - August 2000
Custom Research Inc February 1997 - February 1998
Unz & Co. October 1996 - February 1997
Association of Management Consulting Firms March 1995 - September 1996
Education
Villanova University 2005 — 2005
Certificate, Six Sigma
New York University 1996 — 1997
Certificate, International Business & Finance
UC Berkeley 1993 — 1994
Certificate, Marketing
Georgetown University 1987 — 1991
BS, Russian
Erin Egan's Merrill Lynch Experience May 2001 - April 2004
Job Owner, EME Bookkeeping LLC
Industry Financial Services
Experience
EME Bookkeeping LLC October 2011 - Present
Morgan Stanley April 2004 - September 2007
Merrill Lynch May 2001 - April 2004
Merrill Lynch March 1999 - May 2001
Merrill Lynch July 1997 - March 1999
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Trading, Asset Management, Investments, Portfolio Management, Bloomberg
Education
Georgetown University 1993 — 1997
B.S
EME Bookkeeping LLC October 2011 - Present
Morgan Stanley April 2004 - September 2007
Merrill Lynch May 2001 - April 2004
Merrill Lynch March 1999 - May 2001
Merrill Lynch July 1997 - March 1999
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Trading, Asset Management, Investments, Portfolio Management, Bloomberg
Education
Georgetown University 1993 — 1997
B.S
Jim Frohnhofer's Merrill Lynch Experience 1994 - 1996
Job
Industry Capital Markets
Experience
J.P. Morgan March 2013 - Present
Benchmark Solutions April 2012 - March 2013
Nomura Securities January 2009 - April 2012
UBS Investment Bank March 2005 - January 2009
CSFB 2003 - 2005
Nomura Securities 1995 - 2003
Merrill Lynch 1994 - 1996
National Center for Biotechnology Information 1992 - 1994
Skills
Fixed Income, MBS, Risk Management, Credit Derivatives, Interest Rate..., SQL, Trading Systems, Fixed Income Analysis, Java, Electronic Trading, Options, Scala, Equity Derivatives, Quantitative Finance, Capital Markets, Structured Products, Cassandra, Market Data, Sybase, Front Office Development, Fixed Income Trading
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance, Economics
Georgetown University 1985 — 1989
BS, Mathematics
J.P. Morgan March 2013 - Present
Benchmark Solutions April 2012 - March 2013
Nomura Securities January 2009 - April 2012
UBS Investment Bank March 2005 - January 2009
CSFB 2003 - 2005
Nomura Securities 1995 - 2003
Merrill Lynch 1994 - 1996
National Center for Biotechnology Information 1992 - 1994
Skills
Fixed Income, MBS, Risk Management, Credit Derivatives, Interest Rate..., SQL, Trading Systems, Fixed Income Analysis, Java, Electronic Trading, Options, Scala, Equity Derivatives, Quantitative Finance, Capital Markets, Structured Products, Cassandra, Market Data, Sybase, Front Office Development, Fixed Income Trading
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance, Economics
Georgetown University 1985 — 1989
BS, Mathematics
Graham Weigle's Merrill Lynch Experience August 2002 - July 2006
Job Land Acquisition Manager
Industry Real Estate
Experience
Bryton Homes April 2013 - Present
Landmark Atlantic Capital September 2006 - April 2013
Merrill Lynch August 2002 - July 2006
Skills
Residential Homes, Real Estate, Capital Markets, Financial Analysis, Contract Negotiation, Commercial Real Estate, Asset Managment, Negotiation, Real Estate Economics, Real Estate Development, Thompson One, Due Diligence, Investment Properties, Investments, Valuation, Financial Modeling, Real Estate Transactions, Acquisitions, Asset Management, Disposition, Brokerage
Education
Georgetown University 2009 — 2011
Masters, Real Estate Development
James Madison University 1998 — 2002
BBA, Business
Bryton Homes April 2013 - Present
Landmark Atlantic Capital September 2006 - April 2013
Merrill Lynch August 2002 - July 2006
Skills
Residential Homes, Real Estate, Capital Markets, Financial Analysis, Contract Negotiation, Commercial Real Estate, Asset Managment, Negotiation, Real Estate Economics, Real Estate Development, Thompson One, Due Diligence, Investment Properties, Investments, Valuation, Financial Modeling, Real Estate Transactions, Acquisitions, Asset Management, Disposition, Brokerage
Education
Georgetown University 2009 — 2011
Masters, Real Estate Development
James Madison University 1998 — 2002
BBA, Business
Anthony Leotti's Merrill Lynch Experience July 2004 - July 2006
Job Manager of Basketball Administration & Team Counsel at Cleveland Cavaliers
Industry Sports
Experience
Cleveland Cavaliers September 2013 - Present
Proskauer Rose LLP November 2011 - September 2013
Creative Artists Agency September 2010 - February 2012
ALL Counsel P.C. February 2010 - April 2010
Philadelphia Eagles January 2009 - August 2009
InSITE April 2008 - April 2009
Proskauer Rose LLP 2008 - 2008
Merrill Lynch July 2004 - July 2006
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Management
New York University School of Law 2006 — 2010
J.D.
Georgetown University 2000 — 2004
Bachelor of Science, Mathematics, Economics
Delbarton School 1996 — 2000
High School
Cleveland Cavaliers September 2013 - Present
Proskauer Rose LLP November 2011 - September 2013
Creative Artists Agency September 2010 - February 2012
ALL Counsel P.C. February 2010 - April 2010
Philadelphia Eagles January 2009 - August 2009
InSITE April 2008 - April 2009
Proskauer Rose LLP 2008 - 2008
Merrill Lynch July 2004 - July 2006
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Management
New York University School of Law 2006 — 2010
J.D.
Georgetown University 2000 — 2004
Bachelor of Science, Mathematics, Economics
Delbarton School 1996 — 2000
High School
Nicholas Beachler's Merrill Lynch Experience January 1990 - January 1994
Job Director of Sales at The Reynolds and Reynolds Company
Industry Computer Software
Experience
The Reynolds and Reynolds Company January 2005 - Present
The Reynolds and Reynolds Company January 2000 - January 2005
Chrysler January 1995 - January 2000
Merrill Lynch January 1990 - January 1994
Skills
Trade Facilitation, Sales Management, Executive Coaching, Closing, Hiring, Automotive, Securities, Mergers, Sales Coach, Executive Reporting, Executive Management, Negotiation, Coaching, Selling, Public Speaking, Trade Shows, New Business Development, Team Building, Consultative Selling, Sales Process, Contract Negotiations, Team Leadership, Strategic Planning, Forecasting, Contract Negotiation, Salesforce.com, Customer Retention, Mentoring, Direct Sales, Social Media, Sales, Management, Leadership, Customer Satisfaction, Mergers & Acquisitions, Sales Operations, CRM, Lead Generation, Software Industry, B2B, Profit, Account Management, Solution Selling, Competitive Analysis, Cold Calling, Business Development, Training, Sales Presentations, Product Marketing, Strategic Partnerships
Education
University of Dayton 2010 — 2016
MBA, Business
Georgetown College 1990 — 1994
Bachelor of Science, Marketing, Finance, Economics
The Reynolds and Reynolds Company January 2005 - Present
The Reynolds and Reynolds Company January 2000 - January 2005
Chrysler January 1995 - January 2000
Merrill Lynch January 1990 - January 1994
Skills
Trade Facilitation, Sales Management, Executive Coaching, Closing, Hiring, Automotive, Securities, Mergers, Sales Coach, Executive Reporting, Executive Management, Negotiation, Coaching, Selling, Public Speaking, Trade Shows, New Business Development, Team Building, Consultative Selling, Sales Process, Contract Negotiations, Team Leadership, Strategic Planning, Forecasting, Contract Negotiation, Salesforce.com, Customer Retention, Mentoring, Direct Sales, Social Media, Sales, Management, Leadership, Customer Satisfaction, Mergers & Acquisitions, Sales Operations, CRM, Lead Generation, Software Industry, B2B, Profit, Account Management, Solution Selling, Competitive Analysis, Cold Calling, Business Development, Training, Sales Presentations, Product Marketing, Strategic Partnerships
Education
University of Dayton 2010 — 2016
MBA, Business
Georgetown College 1990 — 1994
Bachelor of Science, Marketing, Finance, Economics
Devin Macdonald's Merrill Lynch Experience 1997 - 1998
Job Senior Account Executive at TheMarkets.com
Industry Financial Services
Experience
TheMarkets.com Sales ManagerBaseline Financial2001 - 2004
Merrill Lynch 1997 - 1998
Education
Georgetown University 1988 — 1992
TheMarkets.com Sales ManagerBaseline Financial2001 - 2004
Merrill Lynch 1997 - 1998
Education
Georgetown University 1988 — 1992
Katherine Sokoloff's Merrill Lynch Experience June 2001 - August 2006
Job Supervisory analyst at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities May 2007 - Present
Merrill Lynch June 2001 - August 2006
iAI international February 1998 - August 2000
Citigroup March 1989 - February 1998
Chase Private Banking 1982 - 1989
Skills
Equities, Securities, Management, Asset Allocation, Emerging Markets, Investment Banking, Valuation, Portfolio Management, Competitive Analysis, Mutual Funds, Capital Markets, Equity Research, Financial Services, Hedge Funds, Fixed Income, Due Diligence, Financial Markets, Financial Analysis, Research, Alternative Investments, Investments, Bloomberg
Education
Georgetown University 1979 — 1981
MSFS, International Relations, International Business
Princeton University 1975 — 1977
BA, Russian Area Studies, Slavic Languages and Literature
Smith College 1973 — 1975
Slavic Languages and Literature
Aiglon 1970 — 1973
high school, History, English Literature, French
Deutsche Bank Securities May 2007 - Present
Merrill Lynch June 2001 - August 2006
iAI international February 1998 - August 2000
Citigroup March 1989 - February 1998
Chase Private Banking 1982 - 1989
Skills
Equities, Securities, Management, Asset Allocation, Emerging Markets, Investment Banking, Valuation, Portfolio Management, Competitive Analysis, Mutual Funds, Capital Markets, Equity Research, Financial Services, Hedge Funds, Fixed Income, Due Diligence, Financial Markets, Financial Analysis, Research, Alternative Investments, Investments, Bloomberg
Education
Georgetown University 1979 — 1981
MSFS, International Relations, International Business
Princeton University 1975 — 1977
BA, Russian Area Studies, Slavic Languages and Literature
Smith College 1973 — 1975
Slavic Languages and Literature
Aiglon 1970 — 1973
high school, History, English Literature, French
Christopher P. Lengle's Merrill Lynch Experience 2004 - 2007
Job Chief Strategy Officer at Invessence, Inc.
Industry Financial Services
Experience
Invessence Inc. January 2013 - Present
Advisors Asset Management, Inc. 2011 - 2013
Aritas Group, Inc. 2008 - 2011
Merrill Lynch 2004 - 2007
Education
Georgetown University
Bachelor’s Degree
Georgetown University
Bachelor’s Degree
Invessence Inc. January 2013 - Present
Advisors Asset Management, Inc. 2011 - 2013
Aritas Group, Inc. 2008 - 2011
Merrill Lynch 2004 - 2007
Education
Georgetown University
Bachelor’s Degree
Georgetown University
Bachelor’s Degree
Nicholas Carso's Merrill Lynch Experience January 2001 - January 2001
Job Director Global Data Products
Industry Financial Services
Experience
NASDAQ OMX Group August 2004 - Present
UBS PaineWebber February 2001 - May 2001
Merrill Lynch January 2001 - January 2001
Skills
Market Data, Contract Negotiation, Legal Compliance, Auditing, IT Audit, Change Management, Strategy, New Business Development, International Sales, International Law, Contract Law
Education
George Mason University School of Law 2013 — 2015
Master of Laws (LLM), Law & Economics
The Catholic University of America, Columbus School of Law 2006 — 2009
JD, Securities Law
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Science (B.S.), Finance, Economics
The Westminster School 1995 — 1997
High School
NASDAQ OMX Group August 2004 - Present
UBS PaineWebber February 2001 - May 2001
Merrill Lynch January 2001 - January 2001
Skills
Market Data, Contract Negotiation, Legal Compliance, Auditing, IT Audit, Change Management, Strategy, New Business Development, International Sales, International Law, Contract Law
Education
George Mason University School of Law 2013 — 2015
Master of Laws (LLM), Law & Economics
The Catholic University of America, Columbus School of Law 2006 — 2009
JD, Securities Law
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Science (B.S.), Finance, Economics
The Westminster School 1995 — 1997
High School
Alexa Vieira LaBianca's Merrill Lynch Experience May 2002 - September 2006
Job Director, Human Resources at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
Rothstein Kass September 2006 - May 2014
Merrill Lynch May 2002 - September 2006
Societe Generale 2000 - 2002
Prudential Securities 2000 - 2001
Skills
Recruiting, Human Resources, Talent Management, Performance Management, Onboarding, Talent Acquisition, Employee Relations, Organizational..., Interviews, Succession Planning, College Recruiting, Employee Engagement, Microsoft Excel, Management, Financial Reporting, SharePoint
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.)
San Francisco University High School 1993 — 1996
High School
Andersen Tax May 2014 - Present
Rothstein Kass September 2006 - May 2014
Merrill Lynch May 2002 - September 2006
Societe Generale 2000 - 2002
Prudential Securities 2000 - 2001
Skills
Recruiting, Human Resources, Talent Management, Performance Management, Onboarding, Talent Acquisition, Employee Relations, Organizational..., Interviews, Succession Planning, College Recruiting, Employee Engagement, Microsoft Excel, Management, Financial Reporting, SharePoint
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.)
San Francisco University High School 1993 — 1996
High School
Kurt Kasun's Merrill Lynch Experience June 2012 - December 2013
Job Deputy Project Manager and Sales Director at Logi Gold
Industry Investment Management
Experience
Logi Gold January 2014 - Present
Merrill Lynch June 2012 - December 2013
Euro Pacific Capital November 2010 - July 2011
First Command Financial Planning March 2010 - July 2011
Skills
Investments, Portfolio Management, Financial Advisory, Mutual Funds, Series 7, Alternative Investments, Asset Management, Financial Modeling, Series 63, Economics, Series 65, Asset Managment, Venture Capital, Hedge Funds, Writing Newsletters, Sales, New Business Development, Project Management
Education
George Mason University 2003 — 2006
Master of Arts (M.A.), International Business/Trade/Commerce
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (BS), American Government and Politics (United States)
Logi Gold January 2014 - Present
Merrill Lynch June 2012 - December 2013
Euro Pacific Capital November 2010 - July 2011
First Command Financial Planning March 2010 - July 2011
Skills
Investments, Portfolio Management, Financial Advisory, Mutual Funds, Series 7, Alternative Investments, Asset Management, Financial Modeling, Series 63, Economics, Series 65, Asset Managment, Venture Capital, Hedge Funds, Writing Newsletters, Sales, New Business Development, Project Management
Education
George Mason University 2003 — 2006
Master of Arts (M.A.), International Business/Trade/Commerce
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (BS), American Government and Politics (United States)
Bob Sheahan Jr's Merrill Lynch Experience July 2002 - March 2004
Job William Blair
Industry Financial Services
Experience
William Blair & Company April 2015 - Present
Sterne Agee April 2010 - Present
Banc of America March 2004 - June 2005
Merrill Lynch July 2002 - March 2004
Merrill Lynch May 1999 - March 2004
Citigroup September 1997 - May 1999
Education
Georgetown University 1992 — 1996
Bachelor, International Relations
William Blair & Company April 2015 - Present
Sterne Agee April 2010 - Present
Banc of America March 2004 - June 2005
Merrill Lynch July 2002 - March 2004
Merrill Lynch May 1999 - March 2004
Citigroup September 1997 - May 1999
Education
Georgetown University 1992 — 1996
Bachelor, International Relations
David Corak's Merrill Lynch Experience May 2007 - September 2007
Job Associate Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
PNC Financial Services Group June 2010 - July 2012
PNC 2010 - 2010
Merrill Lynch May 2007 - September 2007
Education
Georgetown University 2006 — 2010
BS Business Administration, Finance and Accounting
Stifel Financial Corp. June 2012 - Present
PNC Financial Services Group June 2010 - July 2012
PNC 2010 - 2010
Merrill Lynch May 2007 - September 2007
Education
Georgetown University 2006 — 2010
BS Business Administration, Finance and Accounting
Benjamin Welch's Merrill Lynch Experience July 2010 - June 2014
Job Wealth Management Advisor at J. McGovern & Associates
Industry Financial Services
Experience
J. McGovern & Associates July 2014 - Present
Merrill Lynch July 2010 - June 2014
Updata Partners May 2009 - August 2009
Ground Swell Equity Partners October 2005 - May 2007
Silver Lake Partners 2004 - 2005
TD Securities 2001 - 2004
Education
Georgetown University 2008 — 2010
MBA, General Management
Penn State University 1998 — 2001
B.S., Economics
United States Naval Academy 1996 — 1998
Majored, Mechanical Engineering
Trinity High School
J. McGovern & Associates July 2014 - Present
Merrill Lynch July 2010 - June 2014
Updata Partners May 2009 - August 2009
Ground Swell Equity Partners October 2005 - May 2007
Silver Lake Partners 2004 - 2005
TD Securities 2001 - 2004
Education
Georgetown University 2008 — 2010
MBA, General Management
Penn State University 1998 — 2001
B.S., Economics
United States Naval Academy 1996 — 1998
Majored, Mechanical Engineering
Trinity High School
Windle Jarvis's Merrill Lynch Experience May 2007 - August 2008
Job Senior Development Manager at American Enterprise Institute
Industry Think Tanks
Experience
American Enterprise Institute July 2014 - Present
American Enterprise Institute July 2013 - July 2014
American Enterprise Institute June 2011 - July 2013
Institute for Humane Studies August 2010 - June 2011
Mercatus Center August 2010 - June 2011
Mercatus Center and Institute for Humane Studies September 2008 - August 2010
Merrill Lynch May 2007 - August 2008
Skills
Non-profits, Public Policy, Economics, Nonprofits, Investments, Strategic Communications, Policy Analysis, Politics, Event Planning, Fundraising, Government, Editing, Public Speaking, Management, Social Media, International Relations
Education
George Mason University 2002 — 2006
B.A., Economics
American Enterprise Institute July 2014 - Present
American Enterprise Institute July 2013 - July 2014
American Enterprise Institute June 2011 - July 2013
Institute for Humane Studies August 2010 - June 2011
Mercatus Center August 2010 - June 2011
Mercatus Center and Institute for Humane Studies September 2008 - August 2010
Merrill Lynch May 2007 - August 2008
Skills
Non-profits, Public Policy, Economics, Nonprofits, Investments, Strategic Communications, Policy Analysis, Politics, Event Planning, Fundraising, Government, Editing, Public Speaking, Management, Social Media, International Relations
Education
George Mason University 2002 — 2006
B.A., Economics
Amanda Eilian's Merrill Lynch Experience 2001 - 2002
Job CoFounder and President, Videolicious (The Talk Market Inc.)
Industry Venture Capital & Private Equity
Experience
Videolicious (The Talk Market, Inc.) May 2007 - Present
The Melanoma Research Alliance May 2014 - Present
Juice Beauty, Inc. January 2008 - Present
Juice Beauty, Inc. January 2008 - May 2014
Capitol Acquisition Corp. 2007 - 2009
Chilton Investment Company 2006 - 2007
Falconhead Capital 2002 - 2004
Merrill Lynch 2001 - 2002
Merrill Lynch 1999 - 2001
Skills
Venture Capital, Private Equity, Start-ups, Mergers, Business Strategy, Due Diligence, Entrepreneurship, Corporate Development, Strategic Partnerships, Venture Financing, Valuation, Finance, Capital Raising, Investments, Incubation, Mergers & Acquisitions, Restructuring, Angel Investing, Executive Management, IPO, M&A experience, Strategy, Investor Relations
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Georgetown University 1995 — 1999
Bachelor of Science in Foreign Service (BSFS), International Finance
Videolicious (The Talk Market, Inc.) May 2007 - Present
The Melanoma Research Alliance May 2014 - Present
Juice Beauty, Inc. January 2008 - Present
Juice Beauty, Inc. January 2008 - May 2014
Capitol Acquisition Corp. 2007 - 2009
Chilton Investment Company 2006 - 2007
Falconhead Capital 2002 - 2004
Merrill Lynch 2001 - 2002
Merrill Lynch 1999 - 2001
Skills
Venture Capital, Private Equity, Start-ups, Mergers, Business Strategy, Due Diligence, Entrepreneurship, Corporate Development, Strategic Partnerships, Venture Financing, Valuation, Finance, Capital Raising, Investments, Incubation, Mergers & Acquisitions, Restructuring, Angel Investing, Executive Management, IPO, M&A experience, Strategy, Investor Relations
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Georgetown University 1995 — 1999
Bachelor of Science in Foreign Service (BSFS), International Finance
barry bolster's Merrill Lynch Experience May 2000 - Present
Job cash equity trader
Industry Capital Markets
Experience
Merrill Lynch May 2000 - Present
Education
Georgetown University 1995 — 1999
Merrill Lynch May 2000 - Present
Education
Georgetown University 1995 — 1999
Andrew Montgomery's Merrill Lynch Experience August 2006 - July 2008
Job Managing Partner at MESA Ventures
Industry Venture Capital & Private Equity
Experience
MESA Ventures June 2012 - Present
New York Code + Design Academy March 2012 - Present
MESA Securities December 2010 - December 2013
MESA Securities September 2008 - December 2010
Merrill Lynch August 2006 - July 2008
Skills
Investment Banking, Venture Capital, Private Equity, Valuation, Financial Modeling, Mergers, Corporate Development, LBO, Hedge Funds, Equities, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments, Entrepreneurship, Private Placements, Business Strategy, Emerging Markets
Education
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 1999 — 2002
MESA Ventures June 2012 - Present
New York Code + Design Academy March 2012 - Present
MESA Securities December 2010 - December 2013
MESA Securities September 2008 - December 2010
Merrill Lynch August 2006 - July 2008
Skills
Investment Banking, Venture Capital, Private Equity, Valuation, Financial Modeling, Mergers, Corporate Development, LBO, Hedge Funds, Equities, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments, Entrepreneurship, Private Placements, Business Strategy, Emerging Markets
Education
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 1999 — 2002
Alex Joseph's Merrill Lynch Experience June 2007 - August 2007
Job Content Policy & Outreach Lead at YouTube
Industry Internet
Experience
YouTube November 2014 - Present
YouTube February 2013 - November 2014
Google March 2011 - February 2013
Deborah Gianoulis for Senate June 2010 - November 2010
Cambridge Associates March 2009 - June 2010
Obama for America August 2008 - November 2008
Slate Magazine January 2008 - May 2008
Merrill Lynch June 2007 - August 2007
International Monetary Fund August 2006 - December 2006
Skills
Fundraising, Non-profits, Public Policy, Marketing Communications, Research, Public Speaking, Strategy, Analysis, Cross-functional Team..., Leadership, International Relations, Political Campaigns, Management, Stata, Policy Analysis
Education
Universidad Complutense de Madrid 2008 — 2008
Georgetown University 2005 — 2008
BSFS, Culture & Politics
YouTube November 2014 - Present
YouTube February 2013 - November 2014
Google March 2011 - February 2013
Deborah Gianoulis for Senate June 2010 - November 2010
Cambridge Associates March 2009 - June 2010
Obama for America August 2008 - November 2008
Slate Magazine January 2008 - May 2008
Merrill Lynch June 2007 - August 2007
International Monetary Fund August 2006 - December 2006
Skills
Fundraising, Non-profits, Public Policy, Marketing Communications, Research, Public Speaking, Strategy, Analysis, Cross-functional Team..., Leadership, International Relations, Political Campaigns, Management, Stata, Policy Analysis
Education
Universidad Complutense de Madrid 2008 — 2008
Georgetown University 2005 — 2008
BSFS, Culture & Politics
Jack Horner's Merrill Lynch Experience July 2012 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2012 - Present
New Canaan Fire Department November 2005 - Present
American Realty Advisors October 2010 - January 2012
HFP Capital Markets, LLC January 2008 - July 2010
Leeb Capital Management 2004 - 2006
Prudential Investments 1998 - 2003
HSBC Securities 1994 - 1996
Merrill Lynch Capital Markets February 1984 - December 1994
First National Bank of Cincinnati March 1980 - February 1984
Skills
Capital Markets, Securities, Banking, Investment Banking, Bonds, Due Diligence, Investments, Investment Management, Strategic Planning, Financial Analysis, Finance, Asset Managment, Valuation, Fixed Income, Equities, Executive Management, Venture Capital, Alternative Investments, Investment Strategies, Structured Finance, Asset Management, Business Strategy, New Business Development, Budgets, Financial Markets, Trading, Negotiation, Hedge Funds, Emerging Markets, Mutual Funds, Corporate Finance, Financial Modeling, Investor Relations, Wealth Management, Financial Services, Budgeting, Marketing Strategy, Strategy Development, Business Planning, Business Development, Strategy, Portfolio Management, Private Equity, Mergers & Acquisitions, Asset Allocation, Relationship Management, Financial Structuring, Real Estate, Risk Management, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1983
Executive Program CIBS, International Banking
Georgetown University 1971 — 1975
BSFS, International Economics
St. Joseph Regional High School 1967 — 1971
College/University Preparatory and Advanced High School/Secondary Diploma Program
Merrill Lynch July 2012 - Present
New Canaan Fire Department November 2005 - Present
American Realty Advisors October 2010 - January 2012
HFP Capital Markets, LLC January 2008 - July 2010
Leeb Capital Management 2004 - 2006
Prudential Investments 1998 - 2003
HSBC Securities 1994 - 1996
Merrill Lynch Capital Markets February 1984 - December 1994
First National Bank of Cincinnati March 1980 - February 1984
Skills
Capital Markets, Securities, Banking, Investment Banking, Bonds, Due Diligence, Investments, Investment Management, Strategic Planning, Financial Analysis, Finance, Asset Managment, Valuation, Fixed Income, Equities, Executive Management, Venture Capital, Alternative Investments, Investment Strategies, Structured Finance, Asset Management, Business Strategy, New Business Development, Budgets, Financial Markets, Trading, Negotiation, Hedge Funds, Emerging Markets, Mutual Funds, Corporate Finance, Financial Modeling, Investor Relations, Wealth Management, Financial Services, Budgeting, Marketing Strategy, Strategy Development, Business Planning, Business Development, Strategy, Portfolio Management, Private Equity, Mergers & Acquisitions, Asset Allocation, Relationship Management, Financial Structuring, Real Estate, Risk Management, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1983
Executive Program CIBS, International Banking
Georgetown University 1971 — 1975
BSFS, International Economics
St. Joseph Regional High School 1967 — 1971
College/University Preparatory and Advanced High School/Secondary Diploma Program
Jeff Parkinson's Merrill Lynch Experience August 1984 - October 1986
Job Global Equity Sales Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. March 2015 - Present
SunTrust Robinson Humphrey May 2003 - October 2014
UBS / PaineWebber (pre-merger) August 1994 - August 2002
NationsBank 1992 - August 1994
Morgan Keegan & Co. December 1986 - December 1987
Merrill Lynch August 1984 - October 1986
Skills
Capital Markets, Equities, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Series 7, Trading, Investments, Securities, Asset Management, Finance, Financial Modeling, Valuation
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Tulane University 1980 — 1984
Bachelor of Science in Management (BSM), Finance
Canaccord Genuity Inc. March 2015 - Present
SunTrust Robinson Humphrey May 2003 - October 2014
UBS / PaineWebber (pre-merger) August 1994 - August 2002
NationsBank 1992 - August 1994
Morgan Keegan & Co. December 1986 - December 1987
Merrill Lynch August 1984 - October 1986
Skills
Capital Markets, Equities, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Series 7, Trading, Investments, Securities, Asset Management, Finance, Financial Modeling, Valuation
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Tulane University 1980 — 1984
Bachelor of Science in Management (BSM), Finance
Robert Hayk's Merrill Lynch Experience April 2009 - March 2013
Job Founder at Grapes & Barley, LLC
Industry Wine and Spirits
Experience
Grapes & Barley March 2013 - Present
Merrill Lynch April 2009 - March 2013
Smith Barney April 2004 - April 2009
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Banking, Credit, Retirement Planning, Financial Analysis, Financial Risk, Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Mutual Funds, Securities, Risk Management, Asset Allocation, Valuation, Financial Modeling, Equities, Investment Strategies, Fixed Income
Education
Georgetown University
Bachelor of Arts (B.A.), Gov/Econ/Finance
Moscow High School #25
Grapes & Barley March 2013 - Present
Merrill Lynch April 2009 - March 2013
Smith Barney April 2004 - April 2009
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Banking, Credit, Retirement Planning, Financial Analysis, Financial Risk, Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Mutual Funds, Securities, Risk Management, Asset Allocation, Valuation, Financial Modeling, Equities, Investment Strategies, Fixed Income
Education
Georgetown University
Bachelor of Arts (B.A.), Gov/Econ/Finance
Moscow High School #25
Meghan Waldrop's Merrill Lynch Experience June 2003 - August 2003
Job Staff RN, Cardiovascular Recovery Room at CHI St. Luke's Health
Industry Hospital & Health Care
Experience
CHI St. Luke's Health February 2014 - Present
Memorial Hermann Healthcare System January 2012 - February 2014
Penn, Schoen & Berland Associates July 2009 - May 2010
Penn Schoen Berland July 2008 - June 2009
Penn Schoen Berland July 2007 - June 2008
Penn Schoen Berland August 2006 - June 2007
Penn Schoen Berland May 2006 - July 2006
Merrill Lynch June 2003 - August 2003
Skills
Quantitative Research, Qualitative Research, Data Analysis, SPSS, Market Research, Online Research, Public Health, Research, Focus Groups, Survey Design, Report Writing, Program Evaluation, Healthcare, Policy Analysis, Quantitative Analytics, Customer Insight, Stata, Marketing Research, Proposal Writing, CRRT, Intra-Aortic Balloon..., ACLS, Inpatient, Critical Care, EMRs, ICU, EMR, Nursing, Clinical Research
Education
Georgetown University 2010 — 2011
BSN, Nursing
Georgetown University 2002 — 2006
BA, Political Economy, Psychology
UNSW Australia 2005 — 2005
Study Abroad, Economics
CHI St. Luke's Health February 2014 - Present
Memorial Hermann Healthcare System January 2012 - February 2014
Penn, Schoen & Berland Associates July 2009 - May 2010
Penn Schoen Berland July 2008 - June 2009
Penn Schoen Berland July 2007 - June 2008
Penn Schoen Berland August 2006 - June 2007
Penn Schoen Berland May 2006 - July 2006
Merrill Lynch June 2003 - August 2003
Skills
Quantitative Research, Qualitative Research, Data Analysis, SPSS, Market Research, Online Research, Public Health, Research, Focus Groups, Survey Design, Report Writing, Program Evaluation, Healthcare, Policy Analysis, Quantitative Analytics, Customer Insight, Stata, Marketing Research, Proposal Writing, CRRT, Intra-Aortic Balloon..., ACLS, Inpatient, Critical Care, EMRs, ICU, EMR, Nursing, Clinical Research
Education
Georgetown University 2010 — 2011
BSN, Nursing
Georgetown University 2002 — 2006
BA, Political Economy, Psychology
UNSW Australia 2005 — 2005
Study Abroad, Economics
Annie Haffenreffer's Merrill Lynch Experience September 2006 - December 2006
Job Market Research Professional
Industry Marketing and Advertising
Experience
United Airlines October 2014 - Present
Conifer Research March 2009 - 2014
Chicago Mercantile Exchange 2008 - 2008
Hill Holliday Advertising June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Ethnography, Qualitative Research, Market Research, Customer Insight, Marketing Research, Microsoft Office, Analysis, User Research, Primary Research, Social Media
Education
Georgetown University 2004 — 2008
BA, English
United Airlines October 2014 - Present
Conifer Research March 2009 - 2014
Chicago Mercantile Exchange 2008 - 2008
Hill Holliday Advertising June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Ethnography, Qualitative Research, Market Research, Customer Insight, Marketing Research, Microsoft Office, Analysis, User Research, Primary Research, Social Media
Education
Georgetown University 2004 — 2008
BA, English
Edward (Ted) Henderson's Merrill Lynch Experience 1990 - 1994
Job Managing Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
Caren Pasquale Seckler's Merrill Lynch Experience May 1992 - August 1996
Job Vice President, Social Commitment at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company November 2012 - Present
Williamstown Theatre Festival September 2009 - Present
The Coca-Cola Company December 2011 - September 2012
The Coca-Cola Company May 2010 - July 2011
The Coca-Cola Company March 2009 - May 2010
The Coca-Cola Company September 2006 - March 2009
The Coca-Cola Company 2003 - August 2006
Beverage Partners Worldwide (JV Nestle and The Coca-Cola Company) 2000 - 2002
The Coca-Cola Company August 1998 - August 2000
Merrill Lynch May 1992 - August 1996
Skills
Portfolio Management, Consumer Insights, P&L Management, Marketing Research, Brand Stewardship, Marketing Strategy, Brand Architecture, Portfolio Strategy, Strategic Leadership, Communications Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Georgetown University 1988 — 1992
BA, Psychology, Government
The Coca-Cola Company November 2012 - Present
Williamstown Theatre Festival September 2009 - Present
The Coca-Cola Company December 2011 - September 2012
The Coca-Cola Company May 2010 - July 2011
The Coca-Cola Company March 2009 - May 2010
The Coca-Cola Company September 2006 - March 2009
The Coca-Cola Company 2003 - August 2006
Beverage Partners Worldwide (JV Nestle and The Coca-Cola Company) 2000 - 2002
The Coca-Cola Company August 1998 - August 2000
Merrill Lynch May 1992 - August 1996
Skills
Portfolio Management, Consumer Insights, P&L Management, Marketing Research, Brand Stewardship, Marketing Strategy, Brand Architecture, Portfolio Strategy, Strategic Leadership, Communications Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Georgetown University 1988 — 1992
BA, Psychology, Government
Shane Odegard's Merrill Lynch Experience 2005 - 2006
Job Vice President at Ernst & Young Capital Advisors, LLC
Industry Financial Services
Experience
Ernst & Young Capital Advisors, LLC April 2011 - Present
Ernst & Young March 2009 - April 2011
Ernst & Young October 2007 - February 2009
Ernst & Young March 2006 - September 2007
Merrill Lynch 2005 - 2006
Skills
Business Process..., Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Acquisition Integration, Restructuring, Business Strategy, Private Equity, Valuation, Business Development, Management Consulting, Management
Education
Loyola Marymount University 2002 — 2005
BA
Georgetown University
University of Oxford
Ernst & Young Capital Advisors, LLC April 2011 - Present
Ernst & Young March 2009 - April 2011
Ernst & Young October 2007 - February 2009
Ernst & Young March 2006 - September 2007
Merrill Lynch 2005 - 2006
Skills
Business Process..., Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Acquisition Integration, Restructuring, Business Strategy, Private Equity, Valuation, Business Development, Management Consulting, Management
Education
Loyola Marymount University 2002 — 2005
BA
Georgetown University
University of Oxford
Hsuan Wang, CISP's Merrill Lynch Experience July 2011 - June 2012
Job VP, Senior Trust Officer at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust June 2012 - Present
Merrill Lynch July 2011 - June 2012
Citi Private Bank August 2007 - July 2011
Banc of America Investment Services July 2006 - August 2007
Bank of America August 2003 - July 2006
Bank of America January 2001 - August 2003
Skills
Training, Banking, Management, Customer Service, Sales, Sales Management, Wealth Management, Risk Management, Coaching, Credit, Microsoft Excel, Cross Selling, Financial Services, Microsoft Word, Finance, Series 63, Asset Allocation, Portfolio Management, Accounting, Asset Management, Equities, Investments, Wealth Management..., Strategic Financial...
Education
Georgetown University 2013 — 2014
Certificate, Financial Planning
University of California, San Diego 1998 — 2003
Bachelor of Science (BS), Chemistry
Chevy Chase Trust June 2012 - Present
Merrill Lynch July 2011 - June 2012
Citi Private Bank August 2007 - July 2011
Banc of America Investment Services July 2006 - August 2007
Bank of America August 2003 - July 2006
Bank of America January 2001 - August 2003
Skills
Training, Banking, Management, Customer Service, Sales, Sales Management, Wealth Management, Risk Management, Coaching, Credit, Microsoft Excel, Cross Selling, Financial Services, Microsoft Word, Finance, Series 63, Asset Allocation, Portfolio Management, Accounting, Asset Management, Equities, Investments, Wealth Management..., Strategic Financial...
Education
Georgetown University 2013 — 2014
Certificate, Financial Planning
University of California, San Diego 1998 — 2003
Bachelor of Science (BS), Chemistry
Marie Mehan Doyle's Merrill Lynch Experience September 2006 - December 2006
Job Vice President
Industry Financial Services
Experience
BBR Partners January 2013 - Present
BBR Partners May 2011 - December 2012
Alexandra & James September 2009 - April 2011
KPMG July 2008 - March 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Education
Georgetown University 2004 — 2008
BA
UCL 2007 — 2007
BBR Partners January 2013 - Present
BBR Partners May 2011 - December 2012
Alexandra & James September 2009 - April 2011
KPMG July 2008 - March 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Education
Georgetown University 2004 — 2008
BA
UCL 2007 — 2007
Alexander Kerr's Merrill Lynch Experience August 2007 - July 2010
Job Senior Associate, Vestar Capital Partners
Industry Venture Capital & Private Equity
Experience
Vestar Capital Partners September 2014 - Present
Truveris May 2013 - July 2013
Madison Dearborn Partners July 2010 - July 2012
Merrill Lynch August 2007 - July 2010
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Fixed Income, Equities, Business Development, LBO, Financial Analysis, Capital Markets
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurial Management and Finance
Georgetown University 2002 — 2006
Bachelor of Science (B.S.), International Economics
The Lawrenceville School 1998 — 2002
HS Diploma
Vestar Capital Partners September 2014 - Present
Truveris May 2013 - July 2013
Madison Dearborn Partners July 2010 - July 2012
Merrill Lynch August 2007 - July 2010
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Fixed Income, Equities, Business Development, LBO, Financial Analysis, Capital Markets
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurial Management and Finance
Georgetown University 2002 — 2006
Bachelor of Science (B.S.), International Economics
The Lawrenceville School 1998 — 2002
HS Diploma
Ashley Craig's Merrill Lynch Experience June 1995 - July 1996
Job Manager at PwC
Industry Financial Services
Experience
PwC April 2014 - Present
HEART - Humane Education Advocates Reaching Teachers May 2013 - April 2014
Willdan Energy Solutions March 2012 - April 2013
The Environmental Law and Policy Center June 2010 - March 2012
New York State Office of the Attorney General June 2009 - January 2010
Morgan Stanley July 1996 - November 2002
Merrill Lynch June 1995 - July 1996
The Walt Disney Company January 1991 - September 1993
Marriott Corporation September 1988 - January 1991
Marriott International June 1987 - July 1988
Skills
Financial Analysis, Business Development, Financial Modeling, Strategic Planning, Mergers, Renewable Energy, Due Diligence, Management Consulting, Business Strategy, Investments, Energy Efficiency, Program Management, Strategy, Valuation, Market Research, Energy, Finance, Auditing, Accounting, Financial Accounting, Investigation, Public Policy, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
Georgetown University 1983 — 1987
BS/BA, Finance
PwC April 2014 - Present
HEART - Humane Education Advocates Reaching Teachers May 2013 - April 2014
Willdan Energy Solutions March 2012 - April 2013
The Environmental Law and Policy Center June 2010 - March 2012
New York State Office of the Attorney General June 2009 - January 2010
Morgan Stanley July 1996 - November 2002
Merrill Lynch June 1995 - July 1996
The Walt Disney Company January 1991 - September 1993
Marriott Corporation September 1988 - January 1991
Marriott International June 1987 - July 1988
Skills
Financial Analysis, Business Development, Financial Modeling, Strategic Planning, Mergers, Renewable Energy, Due Diligence, Management Consulting, Business Strategy, Investments, Energy Efficiency, Program Management, Strategy, Valuation, Market Research, Energy, Finance, Auditing, Accounting, Financial Accounting, Investigation, Public Policy, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
Georgetown University 1983 — 1987
BS/BA, Finance
Joycelyn McGeachy-Kuls's Merrill Lynch Experience May 1996 - June 2008
Job Special Assistant to the Commissioner at NYS Division of Human Rights
Industry Legal Services
Experience
NYS Division of Human Rights October 2014 - Present
Law Offices of Joycelyn McGeachy Kuls, LLC July 2009 - October 2014
Merrill Lynch May 1996 - June 2008
Bronx District Attorney's Office September 1992 - May 1996
Skills
Employment Law, Mediation, Contract Negotiation, Legal Writing, Dispute Resolution, Corporate Governance, Legal Assistance, Employment Contracts, Legal Advice, Private Investigations, Performance Management, Human Resources, Employee Relations, Training, Securities, Interviews, Investigations, EEO compliance, Legal Compliance, Labor Relations
Education
Howard University School of Law 1989 — 1992
JD, Law
Georgetown University 1982 — 1987
BA, Government
NYS Division of Human Rights October 2014 - Present
Law Offices of Joycelyn McGeachy Kuls, LLC July 2009 - October 2014
Merrill Lynch May 1996 - June 2008
Bronx District Attorney's Office September 1992 - May 1996
Skills
Employment Law, Mediation, Contract Negotiation, Legal Writing, Dispute Resolution, Corporate Governance, Legal Assistance, Employment Contracts, Legal Advice, Private Investigations, Performance Management, Human Resources, Employee Relations, Training, Securities, Interviews, Investigations, EEO compliance, Legal Compliance, Labor Relations
Education
Howard University School of Law 1989 — 1992
JD, Law
Georgetown University 1982 — 1987
BA, Government
Colin Weiner's Merrill Lynch Experience June 2005 - June 2007
Job Vice President at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC January 2015 - Present
Leerink Partners LLC August 2012 - December 2014
Morgan Stanley May 2009 - August 2012
Spectrum Equity Investors June 2007 - May 2009
Merrill Lynch June 2005 - June 2007
Skills
Corporate Finance, Equity Research, LBO, Private Equity
Education
Georgetown University 2001 — 2005
B.S. Business Administration, Finance and Accounting
Leerink Partners LLC January 2015 - Present
Leerink Partners LLC August 2012 - December 2014
Morgan Stanley May 2009 - August 2012
Spectrum Equity Investors June 2007 - May 2009
Merrill Lynch June 2005 - June 2007
Skills
Corporate Finance, Equity Research, LBO, Private Equity
Education
Georgetown University 2001 — 2005
B.S. Business Administration, Finance and Accounting
Christopher DeMarco's Merrill Lynch Experience 2007 - 2009
Job Managing Director Joint Global Head of Senior Relationship Management at UBS Securities LLC
Industry Financial Services
Experience
UBS Securities LLC 2009 - Present
Merrill Lynch 2007 - 2009
Bear Stearns 1993 - 2007
NCO Investors 1991 - 1993
Bankers Trust Co. 1988 - 1991
Skills
Hedge Funds, Capital Markets, Investment Banking
Education
Georgetown University
Bachelor of Science
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
UBS Securities LLC 2009 - Present
Merrill Lynch 2007 - 2009
Bear Stearns 1993 - 2007
NCO Investors 1991 - 1993
Bankers Trust Co. 1988 - 1991
Skills
Hedge Funds, Capital Markets, Investment Banking
Education
Georgetown University
Bachelor of Science
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
David Heckler's Merrill Lynch Experience May 2010 - August 2010
Job Tutor at Appelrouth Tutoring Services
Industry International Affairs
Experience
Appelrouth Tutoring Services July 2011 - Present
Woodrow Wilson High School November 2010 - Present
The Rendon Group June 2010 - September 2010
Merrill Lynch May 2010 - August 2010
American World Services Corporation January 2010 - June 2010
Indiana Oxygen Co May 2008 - August 2008
Education
Georgetown University 2008 — 2012
Appelrouth Tutoring Services July 2011 - Present
Woodrow Wilson High School November 2010 - Present
The Rendon Group June 2010 - September 2010
Merrill Lynch May 2010 - August 2010
American World Services Corporation January 2010 - June 2010
Indiana Oxygen Co May 2008 - August 2008
Education
Georgetown University 2008 — 2012
Jonathan Coffey's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate, The University of Chicago Booth School of Business
Industry Financial Services
Experience
NASDAQ October 2014 - July 2015
NASDAQ July 2011 - October 2014
Bank of America Merrill Lynch July 2009 - June 2011
Georgetown University September 2005 - December 2008
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Business Strategy, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investments, M&A experience, Finance, Corporate Development, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2008
BSBA, Finance, Accounting
NASDAQ October 2014 - July 2015
NASDAQ July 2011 - October 2014
Bank of America Merrill Lynch July 2009 - June 2011
Georgetown University September 2005 - December 2008
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Business Strategy, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investments, M&A experience, Finance, Corporate Development, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2008
BSBA, Finance, Accounting
Lisa Salvatico's Merrill Lynch Experience May 2010 - January 2015
Job Senior Sales Assistant at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann January 2015 - Present
Merrill Lynch May 2010 - January 2015
KBW May 2006 - May 2009
KBW March 2003 - May 2006
KBW June 2002 - March 2003
Skills
Series 7, Series 66, Series 63, ThomsonOne, Customer Service, Account Management, Fixed Income, Front to Back Office, Front Office Support, Financial Markets, Manage Client..., Client Development, Bloomberg
Education
George Mason University 1995 — 2000
Bachelor of Arts (BA), Communication and Media Studies
Ladenburg Thalmann January 2015 - Present
Merrill Lynch May 2010 - January 2015
KBW May 2006 - May 2009
KBW March 2003 - May 2006
KBW June 2002 - March 2003
Skills
Series 7, Series 66, Series 63, ThomsonOne, Customer Service, Account Management, Fixed Income, Front to Back Office, Front Office Support, Financial Markets, Manage Client..., Client Development, Bloomberg
Education
George Mason University 1995 — 2000
Bachelor of Arts (BA), Communication and Media Studies
Fernando Gentil, Jr.'s Merrill Lynch Experience June 2007 - August 2007
Job Finance Associate at AnheuserBusch InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev August 2014 - Present
J.P. Morgan GIO June 2011 - September 2013
Deutsche Bank Securities May 2010 - May 2011
Standard Chartered Bank August 2009 - May 2010
Darby Overseas Investments March 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
LBO, Emerging Markets, Fixed Income, Financial Modeling, Investment Banking, Corporate Finance, Portfolio Management, Valuation, Bloomberg, Capital Markets, Mergers & Acquisitions, Equities, Due Diligence, Derivatives, Hedge Funds, Series 7, Bloomberg Terminal, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2013 — 2014
Master of Business Administration (MBA)
Georgetown University 2005 — 2009
Bachelor of Science (BS), Foreign Service, Latin American Studies
Anheuser-Busch InBev August 2014 - Present
J.P. Morgan GIO June 2011 - September 2013
Deutsche Bank Securities May 2010 - May 2011
Standard Chartered Bank August 2009 - May 2010
Darby Overseas Investments March 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
LBO, Emerging Markets, Fixed Income, Financial Modeling, Investment Banking, Corporate Finance, Portfolio Management, Valuation, Bloomberg, Capital Markets, Mergers & Acquisitions, Equities, Due Diligence, Derivatives, Hedge Funds, Series 7, Bloomberg Terminal, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2013 — 2014
Master of Business Administration (MBA)
Georgetown University 2005 — 2009
Bachelor of Science (BS), Foreign Service, Latin American Studies
Christy MacLeod's Merrill Lynch Experience January 2006 - May 2007
Job Marketing Associate at Percolate Inc.
Industry Information Technology and Services
Experience
Percolate Inc. November 2014 - Present
Financial Profiles, Inc. February 2014 - October 2014
g-NET Media July 2013 - February 2014
Peixe Urbano June 2012 - November 2012
Peixe Urbano May 2011 - May 2012
NYSE Euronext July 2008 - March 2011
The Australian Trade Commission, the Australian Government June 2007 - August 2007
Merrill Lynch January 2006 - May 2007
Georgetown University Alumni & Student Federal Credit Union September 2005 - May 2007
Skills
Marketing, Business Strategy, Marketing Strategy, CRM, Business Development, Strategy, Competitive Analysis, Digital Marketing, Microsoft Excel, Social Media, Market Analysis, Strategic Planning, New Business Development, Marketing Communications, Market Research, Product Management, Social Media Marketing, E-commerce, Start-ups, Online Marketing
Education
Georgetown University 2004 — 2008
BS, International Business; Finance
Percolate Inc. November 2014 - Present
Financial Profiles, Inc. February 2014 - October 2014
g-NET Media July 2013 - February 2014
Peixe Urbano June 2012 - November 2012
Peixe Urbano May 2011 - May 2012
NYSE Euronext July 2008 - March 2011
The Australian Trade Commission, the Australian Government June 2007 - August 2007
Merrill Lynch January 2006 - May 2007
Georgetown University Alumni & Student Federal Credit Union September 2005 - May 2007
Skills
Marketing, Business Strategy, Marketing Strategy, CRM, Business Development, Strategy, Competitive Analysis, Digital Marketing, Microsoft Excel, Social Media, Market Analysis, Strategic Planning, New Business Development, Marketing Communications, Market Research, Product Management, Social Media Marketing, E-commerce, Start-ups, Online Marketing
Education
Georgetown University 2004 — 2008
BS, International Business; Finance
Chudi Obianwu's Merrill Lynch Experience May 2008 - July 2008
Job Goldman Sachs Merchant Banking Division
Industry Venture Capital & Private Equity
Experience
Goldman Sachs November 2014 - Present
Raymond James Financial Inc. April 2012 - October 2014
Libera Partners August 2011 - March 2012
Merrill Lynch May 2008 - July 2008
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg, Valuation, Wealth Management, Project Finance, Equities, Capital Markets, Finance, Research, Hedge Funds, Investment Banking, Private Equity, Due Diligence, Portfolio Management
Education
Georgetown University 2006 — 2010
Physics (Pre-Med)
Bishop Eustace Preparatory High School 2002 — 2006
Goldman Sachs November 2014 - Present
Raymond James Financial Inc. April 2012 - October 2014
Libera Partners August 2011 - March 2012
Merrill Lynch May 2008 - July 2008
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg, Valuation, Wealth Management, Project Finance, Equities, Capital Markets, Finance, Research, Hedge Funds, Investment Banking, Private Equity, Due Diligence, Portfolio Management
Education
Georgetown University 2006 — 2010
Physics (Pre-Med)
Bishop Eustace Preparatory High School 2002 — 2006
Anna L. Kubit's Merrill Lynch Experience 2006 - 2007
Job Manager Financial Services Advisory at EY
Industry Financial Services
Experience
EY July 2015 - Present
Ernst & Young, LLP December 2013 - July 2015
Citi 2011 - 2013
Citi 2008 - 2011
Barclays Capital June 2007 - August 2007
Merrill Lynch 2006 - 2007
Georgetown Lombardi Comprehensive Cancer Center 2006 - 2007
Skills
Valuation, Liquidity Management, Liquidity Risk, Corporate Finance, Capital Markets, Fixed Income, Financial Modeling, Contingency Planning, Basel III, LCR, SLR, Treasury, Balance Sheet, ALCO, Transfer Pricing, Financial Reporting, Analysis, Derivatives, Finance, Financial Analysis, Financial Services, Portfolio Management, Risk Management, Investment Banking
Education
Georgetown University 2003 — 2007
B.S.
Universiteit Antwerpen
Cranbrook Schools 1992 — 2003
High School Diploma
EY July 2015 - Present
Ernst & Young, LLP December 2013 - July 2015
Citi 2011 - 2013
Citi 2008 - 2011
Barclays Capital June 2007 - August 2007
Merrill Lynch 2006 - 2007
Georgetown Lombardi Comprehensive Cancer Center 2006 - 2007
Skills
Valuation, Liquidity Management, Liquidity Risk, Corporate Finance, Capital Markets, Fixed Income, Financial Modeling, Contingency Planning, Basel III, LCR, SLR, Treasury, Balance Sheet, ALCO, Transfer Pricing, Financial Reporting, Analysis, Derivatives, Finance, Financial Analysis, Financial Services, Portfolio Management, Risk Management, Investment Banking
Education
Georgetown University 2003 — 2007
B.S.
Universiteit Antwerpen
Cranbrook Schools 1992 — 2003
High School Diploma
Evan Ladouceur's Merrill Lynch Experience 1997 - 1999
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch October 2008 - Present
Citi 2000 - 2008
Merrill Lynch 1997 - 1999
The MONY Group 1985 - 1987
Skills
Investment Banking, Capital Markets, Valuation, Fixed Income, Equities, Corporate Finance, Securities, Financial Structuring, Financial Modeling, Corporate Development, Management
Education
Tuck School of Business at Dartmouth 1991 — 1993
MBA
Georgetown University 1981 — 1985
AB, History and English
Bank of America Merrill Lynch October 2008 - Present
Citi 2000 - 2008
Merrill Lynch 1997 - 1999
The MONY Group 1985 - 1987
Skills
Investment Banking, Capital Markets, Valuation, Fixed Income, Equities, Corporate Finance, Securities, Financial Structuring, Financial Modeling, Corporate Development, Management
Education
Tuck School of Business at Dartmouth 1991 — 1993
MBA
Georgetown University 1981 — 1985
AB, History and English
Christina Rourke Ramirez's Merrill Lynch Experience June 2008 - August 2008
Job Senior Manager, Financial Planning & Analysis at kgb
Industry Investment Banking
Experience
kgb August 2015 - Present
kgb 2013 - August 2015
Transurban 2013 - 2013
EMI Music Publishing 2011 - 2012
Bank of America Merrill Lynch July 2009 - January 2011
Macquarie Group 2011 - 2011
Merrill Lynch June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Analysis, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Due Diligence, Corporate Finance, Mergers & Acquisitions, Capital Markets, Financial Planning, Investments
Education
Georgetown University 2005 — 2009
BSBA, Finance, Accounting
kgb August 2015 - Present
kgb 2013 - August 2015
Transurban 2013 - 2013
EMI Music Publishing 2011 - 2012
Bank of America Merrill Lynch July 2009 - January 2011
Macquarie Group 2011 - 2011
Merrill Lynch June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Analysis, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Due Diligence, Corporate Finance, Mergers & Acquisitions, Capital Markets, Financial Planning, Investments
Education
Georgetown University 2005 — 2009
BSBA, Finance, Accounting
Brian C. McK. Henderson's Merrill Lynch Experience January 1987 - January 2009
Job Founding Partner at Henderson International Advisors, LLC
Industry Financial Services
Experience
Henderson International Advisors, LLC April 2014 - Present
Espirito Santo Financial Group, S.A. June 2009 - January 2014
Merrill Lynch January 1987 - January 2009
Chase March 1973 - December 1986
Skills
Corporate Finance, Investments, Private Equity, Capital Markets, Due Diligence, Emerging Markets, Risk Management, Business Strategy, Investment Banking
Education
Georgetown University 1970 — 1972
Bachelor of Science (B.S.) Edmund A. Walsh School of Foreign Service, International Economics
The University of Edinburgh 1969 — 1970
Universitat de Barcelona 1968 — 1970
Philosophy
Henderson International Advisors, LLC April 2014 - Present
Espirito Santo Financial Group, S.A. June 2009 - January 2014
Merrill Lynch January 1987 - January 2009
Chase March 1973 - December 1986
Skills
Corporate Finance, Investments, Private Equity, Capital Markets, Due Diligence, Emerging Markets, Risk Management, Business Strategy, Investment Banking
Education
Georgetown University 1970 — 1972
Bachelor of Science (B.S.) Edmund A. Walsh School of Foreign Service, International Economics
The University of Edinburgh 1969 — 1970
Universitat de Barcelona 1968 — 1970
Philosophy
Robert Bodmer's Merrill Lynch Experience February 2000 - Present
Job Wealth Management Advisor Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2000 - Present
East Carolina University June 1998 - February 2000
Catholic Diocese of Arlington (Virginia) January 1995 - June 1998
Dulles Service Center, Inc. June 1987 - January 1995
Skills
Asset Managment, Financial Analysis, Retirement Planning, Investment Policy..., Asset Protection, Tactical Asset..., Hedge Funds, Equities, Asset Management, Series 7, Fixed Income, Portfolio Management, Wealth, High Net Worth..., Investments, Finance, Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Financial Advisory
Education
University of Tampa 1979 — 1983
Bachelor of Science (B.S.), Double Major: Biology and Marine Science, Minor in Chemistry
George Mason University
Undergradute courses, Computer Science
Merrill Lynch February 2000 - Present
East Carolina University June 1998 - February 2000
Catholic Diocese of Arlington (Virginia) January 1995 - June 1998
Dulles Service Center, Inc. June 1987 - January 1995
Skills
Asset Managment, Financial Analysis, Retirement Planning, Investment Policy..., Asset Protection, Tactical Asset..., Hedge Funds, Equities, Asset Management, Series 7, Fixed Income, Portfolio Management, Wealth, High Net Worth..., Investments, Finance, Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Financial Advisory
Education
University of Tampa 1979 — 1983
Bachelor of Science (B.S.), Double Major: Biology and Marine Science, Minor in Chemistry
George Mason University
Undergradute courses, Computer Science
Christina Caulkins's Merrill Lynch Experience 1992 - 1994
Job Chief Manager at Patina Management
Industry Real Estate
Experience
Patina Management September 2010 - Present
Venstar 2002 - 2010
Green Manning & Bunch 1998 - 2002
First Chicago Capital Markets 1996 - 1998
Merrill Lynch 1992 - 1994
Skills
Investments, Strategy, Real Estate, Commercial Real Estate, Investment Banking
Education
Northwestern University 1994 — 1996
MM, Finance, Accounting, Marketing
Georgetown University 1989 — 1992
BS, Finance
Patina Management September 2010 - Present
Venstar 2002 - 2010
Green Manning & Bunch 1998 - 2002
First Chicago Capital Markets 1996 - 1998
Merrill Lynch 1992 - 1994
Skills
Investments, Strategy, Real Estate, Commercial Real Estate, Investment Banking
Education
Northwestern University 1994 — 1996
MM, Finance, Accounting, Marketing
Georgetown University 1989 — 1992
BS, Finance
Andrea S Rahardja's Merrill Lynch Experience July 2013 - Present
Job Equity Capital Markets Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Bank of America June 2012 - August 2012
AE Public Relations LLC October 2010 - May 2011
Skills
Mandarin
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Chinese Studies; Business Minor
Associated Colleges of China at Minzu University
Mandarin Studies
Greenhill School
Merrill Lynch July 2013 - Present
Bank of America June 2012 - August 2012
AE Public Relations LLC October 2010 - May 2011
Skills
Mandarin
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Chinese Studies; Business Minor
Associated Colleges of China at Minzu University
Mandarin Studies
Greenhill School
Yvonne Yu-Ching Chiang's Merrill Lynch Experience July 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
Deloitte August 2013 - May 2015
Deloitte Consulting August 2011 - August 2013
New Pacific Consulting June 2010 - August 2010
Merrill Lynch July 2009 - August 2009
Skills
Management Consulting, Strategy, Financial Modeling, Consulting, Business Process..., Financial Analysis, Economics, Data Analysis, Valuation, International Relations, Business Process..., Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Operations & Information Management, International Business, French, Magna Cum Laude
Université de Nantes 2010 — 2010
Study Abroad
Georgetown University
Deloitte August 2013 - May 2015
Deloitte Consulting August 2011 - August 2013
New Pacific Consulting June 2010 - August 2010
Merrill Lynch July 2009 - August 2009
Skills
Management Consulting, Strategy, Financial Modeling, Consulting, Business Process..., Financial Analysis, Economics, Data Analysis, Valuation, International Relations, Business Process..., Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Operations & Information Management, International Business, French, Magna Cum Laude
Université de Nantes 2010 — 2010
Study Abroad
Georgetown University
Andreas Papageorge's Merrill Lynch Experience July 2006 - August 2008
Job Vice President at GIC
Industry Real Estate
Experience
GIC July 2014 - Present
Stockbridge Real Estate Funds August 2008 - July 2014
Merrill Lynch July 2006 - August 2008
Education
Georgetown University
GIC July 2014 - Present
Stockbridge Real Estate Funds August 2008 - July 2014
Merrill Lynch July 2006 - August 2008
Education
Georgetown University
Martin Kester's Merrill Lynch Experience June 2012 - August 2012
Job Student at George Mason University
Industry
Experience
Merrill Lynch June 2012 - August 2012
Education
George Mason University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.70
Merrill Lynch June 2012 - August 2012
Education
George Mason University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.70
Christine Gallagher's Merrill Lynch Experience July 2007 - April 2010
Job Manager, Brand Marketing
Industry Marketing and Advertising
Experience
Tory Burch April 2012 - Present
Brigade Capital Management April 2010 - April 2012
Merrill Lynch July 2007 - April 2010
Education
Georgetown University
Bachelor of Arts (B.A.), American Studies
Tory Burch April 2012 - Present
Brigade Capital Management April 2010 - April 2012
Merrill Lynch July 2007 - April 2010
Education
Georgetown University
Bachelor of Arts (B.A.), American Studies
Dinkar Suri's Merrill Lynch Experience September 2011 - December 2011
Job Administrative Assistant at Suzanne Safer Associates Ltd. Inc
Industry Financial Services
Experience
Suzanne Safer Associates Ltd. Inc September 2013 - Present
Merrill Lynch September 2011 - December 2011
Skills
Java, JavaScript, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Hindi, English, Outlook, Access
Education
Georgetown University 2013 — 2015
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Finance, General, 3.93/4.0
Suzanne Safer Associates Ltd. Inc September 2013 - Present
Merrill Lynch September 2011 - December 2011
Skills
Java, JavaScript, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Hindi, English, Outlook, Access
Education
Georgetown University 2013 — 2015
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Finance, General, 3.93/4.0
Roman Berger's Merrill Lynch Experience June 2011 - November 2011
Job Accountant at ManTech International Corporation
Industry Information Technology and Services
Experience
ManTech International Corporation October 2012 - Present
Merrill Lynch June 2011 - November 2011
Skills
Analysis
Education
George Mason University 2008 — 2012
Bachelor of Science (BS), Accounting
ManTech International Corporation October 2012 - Present
Merrill Lynch June 2011 - November 2011
Skills
Analysis
Education
George Mason University 2008 — 2012
Bachelor of Science (BS), Accounting
Albert Zeng's Merrill Lynch Experience June 2015 - July 2015
Job Global Wealth Management Intern at Merrill Lynch
Industry International Affairs
Experience
ITCM Group LLC. January 2015 - Present
Solidaridad May 2015 - August 2015
Merrill Lynch June 2015 - July 2015
Skills
Management, Leadership, PowerPoint, Employee Relations, Social Media, Team Building, Analysis, Research, Business Strategy, Sales Management, Data Analysis
Education
Georgetown University 2014 — 2018
Bachelor of Science in Foreign Service (BSFS), International Political Economics
Watchung Hills Regional High School 2010 — 2014
Class Rank: 5 out of 539
ITCM Group LLC. January 2015 - Present
Solidaridad May 2015 - August 2015
Merrill Lynch June 2015 - July 2015
Skills
Management, Leadership, PowerPoint, Employee Relations, Social Media, Team Building, Analysis, Research, Business Strategy, Sales Management, Data Analysis
Education
Georgetown University 2014 — 2018
Bachelor of Science in Foreign Service (BSFS), International Political Economics
Watchung Hills Regional High School 2010 — 2014
Class Rank: 5 out of 539
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank