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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Merrill Lynch Employees
Employee
Years
Job
Industry
Carla Ciperski Carla Ciperski's Merrill Lynch Experience January 1997 - January 1998
Job Program Director Marketing Strategy at IBM
Industry Information Technology and Services
Experience
IBM July 2014 - Present
IBM July 2011 - July 2014
IBM July 2008 - July 2011
Cognos 2002 - 2008
Cognos January 2001 - January 2002
Cognos January 2000 - January 2001
Cognos January 1998 - January 2000
Merrill Lynch January 1997 - January 1998
Chase Manhattan Bank January 1992 - January 1997
Skills
Business Intelligence, Cognos, Solution Selling, Enterprise Software, Pre-sales, Business Analysis, Business Development, Solution Architecture, Business Analytics, Analytics, Strategy, Strategic Planning, Sales Management, Sales Operations, Direct Marketing, Integration, Product Management, Management, Account Management, Go-to-market Strategy, Performance Management, Business Planning, Consulting, Selling, Leadership, Sales
Education
Georgetown University - The McDonough School of Business 1988 — 1992
BS BA, Business Administration and Finance
Foxcorft School 1985 — 1988
High School
IBM July 2014 - Present
IBM July 2011 - July 2014
IBM July 2008 - July 2011
Cognos 2002 - 2008
Cognos January 2001 - January 2002
Cognos January 2000 - January 2001
Cognos January 1998 - January 2000
Merrill Lynch January 1997 - January 1998
Chase Manhattan Bank January 1992 - January 1997
Skills
Business Intelligence, Cognos, Solution Selling, Enterprise Software, Pre-sales, Business Analysis, Business Development, Solution Architecture, Business Analytics, Analytics, Strategy, Strategic Planning, Sales Management, Sales Operations, Direct Marketing, Integration, Product Management, Management, Account Management, Go-to-market Strategy, Performance Management, Business Planning, Consulting, Selling, Leadership, Sales
Education
Georgetown University - The McDonough School of Business 1988 — 1992
BS BA, Business Administration and Finance
Foxcorft School 1985 — 1988
High School
Phillip Jung's Merrill Lynch Experience May 2007 - August 2007
Job Venture Capital | Entrepreneurship | MBA Candidate
Industry Venture Capital & Private Equity
Experience
Foundation Capital August 2015 - Present
TDF Ventures February 2015 - Present
Jeremy Lin Foundation February 2012 - Present
KPMG US July 2012 - June 2014
KPMG US October 2010 - June 2012
Deloitte May 2009 - July 2009
U.S. Department of Commerce January 2009 - May 2009
Merrill Lynch May 2007 - August 2007
Skills
Venture Capital, New Venture Development, Management Consulting, Analytics, Project Management, Venture Philanthropy, Financial Analysis, Economics, Data Analysis, Early-stage Startups, Microsoft Excel, Microsoft Office, Software Asset..., Business Strategy, Risk Management..., Business Process..., Educational Technology, Business Analytics, Technology Integration, Contractual Agreements
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Economics
Foundation Capital August 2015 - Present
TDF Ventures February 2015 - Present
Jeremy Lin Foundation February 2012 - Present
KPMG US July 2012 - June 2014
KPMG US October 2010 - June 2012
Deloitte May 2009 - July 2009
U.S. Department of Commerce January 2009 - May 2009
Merrill Lynch May 2007 - August 2007
Skills
Venture Capital, New Venture Development, Management Consulting, Analytics, Project Management, Venture Philanthropy, Financial Analysis, Economics, Data Analysis, Early-stage Startups, Microsoft Excel, Microsoft Office, Software Asset..., Business Strategy, Risk Management..., Business Process..., Educational Technology, Business Analytics, Technology Integration, Contractual Agreements
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Economics
Lindsay Brown Lindsay Brown's Merrill Lynch Experience January 2011 - May 2011
Job Associate Analyst at NERA Economic Consulting
Industry Financial Services
Experience
NERA Economic Consulting November 2014 - Present
Barclays Investment Bank July 2012 - Present
Barclays Investment Bank June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Series 7, 63, 55, Equities, Bloomberg, Electronic Trading, Fixed Income, Derivatives, Investment Banking, Equity Derivatives, Capital Markets, Hedge Funds, Trading, Series 63, FX Options, Financial Modeling, Valuation, Options, Financial Markets, Series 7, Trading Systems, Equity Trading, Wealth Management, Alternative Investments
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics
Saint Paul Academy and Summit School 2004 — 2008
NERA Economic Consulting November 2014 - Present
Barclays Investment Bank July 2012 - Present
Barclays Investment Bank June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Series 7, 63, 55, Equities, Bloomberg, Electronic Trading, Fixed Income, Derivatives, Investment Banking, Equity Derivatives, Capital Markets, Hedge Funds, Trading, Series 63, FX Options, Financial Modeling, Valuation, Options, Financial Markets, Series 7, Trading Systems, Equity Trading, Wealth Management, Alternative Investments
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics
Saint Paul Academy and Summit School 2004 — 2008
William Blommer's Merrill Lynch Experience April 2013 - December 2013
Job Investment Banking Summer Analyst at Financo, Inc.
Industry
Experience
Financo, Inc. May 2015 - Present
Merrill Lynch April 2013 - December 2013
Blommer Chocolate Co. 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Public Speaking, Financial Modeling, Leadership, Data Analysis, Financial Analysis
Education
Georgetown University 2012 — 2016
Finance, International Business
The Episcopal Academy 2001 — 2012
Financo, Inc. May 2015 - Present
Merrill Lynch April 2013 - December 2013
Blommer Chocolate Co. 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Public Speaking, Financial Modeling, Leadership, Data Analysis, Financial Analysis
Education
Georgetown University 2012 — 2016
Finance, International Business
The Episcopal Academy 2001 — 2012
Maredith Hannon Maredith Hannon's Merrill Lynch Experience August 2013 - Present
Job Vice President at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch July 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Corporate Finance, Equities, Financial Analysis, Fixed Income
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), English, Spanish, Business
Merrill Lynch August 2013 - Present
Merrill Lynch July 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Corporate Finance, Equities, Financial Analysis, Fixed Income
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), English, Spanish, Business
Mitchell Black Mitchell Black's Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Georgetown University January 2013 - May 2014
Merrill Lynch June 2013 - August 2013
Accolade Partners June 2013 - August 2013
Cleveland Clinic June 2011 - July 2012
Education
Georgetown University 2011 — 2015
BSFS, International Economics - Magna Cum Laude
University School 2008 — 2011
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Georgetown University January 2013 - May 2014
Merrill Lynch June 2013 - August 2013
Accolade Partners June 2013 - August 2013
Cleveland Clinic June 2011 - July 2012
Education
Georgetown University 2011 — 2015
BSFS, International Economics - Magna Cum Laude
University School 2008 — 2011
Andrew Guido Andrew Guido's Merrill Lynch Experience January 2015 - May 2015
Job Seasonal Client Associate at Merrill Lynch
Industry Financial Services
Experience
Georgetown University Student Investment Fund September 2013 - Present
Georgetown University's McDonough School of Business September 2013 - Present
Cedar Hill Golf and Country Club May 2010 - Present
Merrill Lynch January 2015 - May 2015
Skills
Microsoft Excel, DCF Valuation, Bloomberg Terminal, Microsoft Word, PowerPoint, Adobe Creative Suite, Research, Social Media, Sports Marketing, Spanish
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor of Science (BS), Finance
Hanover Park High School 2009 — 2013
Georgetown University Student Investment Fund September 2013 - Present
Georgetown University's McDonough School of Business September 2013 - Present
Cedar Hill Golf and Country Club May 2010 - Present
Merrill Lynch January 2015 - May 2015
Skills
Microsoft Excel, DCF Valuation, Bloomberg Terminal, Microsoft Word, PowerPoint, Adobe Creative Suite, Research, Social Media, Sports Marketing, Spanish
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor of Science (BS), Finance
Hanover Park High School 2009 — 2013
Katherine Holloway Katherine Holloway's Merrill Lynch Experience 2003 - 2006
Job Senior Manager, Leadership and Learning at rogenSi, a Teletech company
Industry Professional Training & Coaching
Experience
rogenSi 2010 - Present
Deutsche Bank 2008 - 2010
Fidelity Investments 2006 - 2008
Merrill Lynch 2003 - 2006
Skills
Alternative Investments, Asset Managment, Asset Management, Equities, Financial Modeling, Hedge Funds, Financial Services, Due Diligence, Mergers & Acquisitions, Persuasive Presentation..., Management Consulting
Education
Georgetown University 2000 — 2003
BSBA, Accounting
rogenSi 2010 - Present
Deutsche Bank 2008 - 2010
Fidelity Investments 2006 - 2008
Merrill Lynch 2003 - 2006
Skills
Alternative Investments, Asset Managment, Asset Management, Equities, Financial Modeling, Hedge Funds, Financial Services, Due Diligence, Mergers & Acquisitions, Persuasive Presentation..., Management Consulting
Education
Georgetown University 2000 — 2003
BSBA, Accounting
Murphy Gallagher Murphy Gallagher's Merrill Lynch Experience July 2008 - June 2009
Job Director at Leerink Partners
Industry Investment Banking
Experience
Leerink Partners LLC January 2015 - Present
Leerink Partners LLC January 2013 - January 2015
Leerink Partners LLC July 2009 - January 2013
Merrill Lynch July 2008 - June 2009
Merrill Lynch July 2006 - July 2008
Education
Georgetown University
Leerink Partners LLC January 2015 - Present
Leerink Partners LLC January 2013 - January 2015
Leerink Partners LLC July 2009 - January 2013
Merrill Lynch July 2008 - June 2009
Merrill Lynch July 2006 - July 2008
Education
Georgetown University
Kathleen Kilkelly's Merrill Lynch Experience October 2006 - May 2008
Job Assistant Director, Special Events at Brigham and Women's Hospital
Industry Events Services
Experience
Brigham and Women's Hospital July 2013 - Present
Brigham and Women's Hospital November 2011 - July 2013
Harvard Business Publishing January 2011 - July 2011
Boston Business Journal December 2010 - January 2011
Plum Productions, LLC November 2010 - 2011
Monument Wealth Management May 2008 - October 2010
Merrill Lynch October 2006 - May 2008
Skills
Collaboration, Event Planning, Problem Solving, Social Media, Marketing Strategy, Public Relations, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Marketing, Strategic Planning, Project Management, Social Media Marketing, Fundraising, Customer Service, Event Management, Leadership, Management, Nonprofits, Social Networking, Community Outreach, Marketing Communications, Program Management, Strategy, Business Development, Facebook, Budgets, Program Development, Volunteer Management
Education
The George Washington University - School of Business 2010 — 2012
Professional Certification, Event Management
Georgetown University 2002 — 2006
BS, Health Care Administration and Policy
National University of Ireland, Galway 2005 — 2005
BS, Commerce
Needham High
Brigham and Women's Hospital July 2013 - Present
Brigham and Women's Hospital November 2011 - July 2013
Harvard Business Publishing January 2011 - July 2011
Boston Business Journal December 2010 - January 2011
Plum Productions, LLC November 2010 - 2011
Monument Wealth Management May 2008 - October 2010
Merrill Lynch October 2006 - May 2008
Skills
Collaboration, Event Planning, Problem Solving, Social Media, Marketing Strategy, Public Relations, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Marketing, Strategic Planning, Project Management, Social Media Marketing, Fundraising, Customer Service, Event Management, Leadership, Management, Nonprofits, Social Networking, Community Outreach, Marketing Communications, Program Management, Strategy, Business Development, Facebook, Budgets, Program Development, Volunteer Management
Education
The George Washington University - School of Business 2010 — 2012
Professional Certification, Event Management
Georgetown University 2002 — 2006
BS, Health Care Administration and Policy
National University of Ireland, Galway 2005 — 2005
BS, Commerce
Needham High
Molly Andruszkiewicz Molly Andruszkiewicz's Merrill Lynch Experience May 2006 - August 2006
Job Director of Marketing at Jiff
Industry Marketing and Advertising
Experience
Jiff October 2014 - Present
Sparrow September 2014 - August 2015
Jiff, Inc. October 2013 - October 2014
Wahoo Fitness August 2011 - May 2013
(r)evolution October 2009 - August 2011
MillerCoors August 2007 - August 2009
Merrill Lynch May 2006 - August 2006
Top Coat Driveways May 2005 - August 2005
Skills
Marketing Strategy, Market Research, Business Strategy, Competitive Analysis, Marketing, Strategic Planning, Marketing Communications, Business Development, Strategy, Customer Insight, Brand Architecture, Marketing Research, Product Development, Management Consulting, Positioning, Business Planning, Brand Management, Social Media, Market Analysis, Integrated Marketing, Entrepreneurship, Start-ups, Management, Sales, Brand Development
Education
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor, International Business and Management
Northwest Catholic High School 2000 — 2004
Jiff October 2014 - Present
Sparrow September 2014 - August 2015
Jiff, Inc. October 2013 - October 2014
Wahoo Fitness August 2011 - May 2013
(r)evolution October 2009 - August 2011
MillerCoors August 2007 - August 2009
Merrill Lynch May 2006 - August 2006
Top Coat Driveways May 2005 - August 2005
Skills
Marketing Strategy, Market Research, Business Strategy, Competitive Analysis, Marketing, Strategic Planning, Marketing Communications, Business Development, Strategy, Customer Insight, Brand Architecture, Marketing Research, Product Development, Management Consulting, Positioning, Business Planning, Brand Management, Social Media, Market Analysis, Integrated Marketing, Entrepreneurship, Start-ups, Management, Sales, Brand Development
Education
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor, International Business and Management
Northwest Catholic High School 2000 — 2004
Ksenia Prokunina Ksenia Prokunina's Merrill Lynch Experience 2011 - 2012
Job Commercial Mortgage Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo February 2015 - September 2015
Wells Fargo July 2012 - January 2015
Merrill Lynch 2011 - 2012
Education
Georgetown University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Montgomery College 2008 — 2010
Macklin Business Institute (MBI), Business Administraion
Wells Fargo September 2015 - Present
Wells Fargo February 2015 - September 2015
Wells Fargo July 2012 - January 2015
Merrill Lynch 2011 - 2012
Education
Georgetown University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Montgomery College 2008 — 2010
Macklin Business Institute (MBI), Business Administraion
Cory Abad Cory Abad's Merrill Lynch Experience June 2012 - August 2012
Job Analyst Business Strategy & Planning at Oracle
Industry Information Technology and Services
Experience
Oracle September 2013 - Present
Hampton Boat Club LLC May 2008 - September 2013
Merrill Lynch June 2012 - August 2012
A.G. Edwards & Sons/Wachovia Securities May 2007 - August 2007
Skills
Business Strategy, Business Development, Entrepreneurship, Problem Solving, Relationship Management, Sales, Leadership, Investments, Analysis, Program Management, Marketing, Corporate Finance, Due Diligence, Business Planning, Strategy, Competitive Analysis, Valuation, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelors
Oracle September 2013 - Present
Hampton Boat Club LLC May 2008 - September 2013
Merrill Lynch June 2012 - August 2012
A.G. Edwards & Sons/Wachovia Securities May 2007 - August 2007
Skills
Business Strategy, Business Development, Entrepreneurship, Problem Solving, Relationship Management, Sales, Leadership, Investments, Analysis, Program Management, Marketing, Corporate Finance, Due Diligence, Business Planning, Strategy, Competitive Analysis, Valuation, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelors
Kristine Liwag's Merrill Lynch Experience June 2007 - August 2007
Job Vice President Equity Research at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America February 2011 - January 2014
Bank of America July 2008 - January 2011
Smith Barney June 2006 - May 2008
Merrill Lynch June 2007 - August 2007
Georgetown University Alumni & Student Federal Credit Union January 2005 - July 2007
Mortgage Bankers Association June 2005 - August 2005
Skills
Equity Research, Capital Markets, Series 7, Equity Valuation, Series 63, Financial Markets, Valuation, Finance, Securities, Financial Services, Financial Modeling, Equities, Research, Financial Analysis, Business Valuation, Investments, DCF
Education
Georgetown University 2004 — 2008
BSBA, Finance, Management
Bank of America February 2014 - Present
Bank of America February 2011 - January 2014
Bank of America July 2008 - January 2011
Smith Barney June 2006 - May 2008
Merrill Lynch June 2007 - August 2007
Georgetown University Alumni & Student Federal Credit Union January 2005 - July 2007
Mortgage Bankers Association June 2005 - August 2005
Skills
Equity Research, Capital Markets, Series 7, Equity Valuation, Series 63, Financial Markets, Valuation, Finance, Securities, Financial Services, Financial Modeling, Equities, Research, Financial Analysis, Business Valuation, Investments, DCF
Education
Georgetown University 2004 — 2008
BSBA, Finance, Management
Kelsey Skomorowski's Merrill Lynch Experience May 2010 - August 2010
Job Client Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Barclays July 2012 - April 2014
Georgetown University January 2011 - May 2012
Barclays Capital May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Hartford Hospital June 2008 - August 2010
Merrill Lynch September 2009 - December 2009
Skills
Valuation, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance & International Business
Loomis Chaffee 2004 — 2008
J.P. Morgan April 2014 - Present
Barclays July 2012 - April 2014
Georgetown University January 2011 - May 2012
Barclays Capital May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Hartford Hospital June 2008 - August 2010
Merrill Lynch September 2009 - December 2009
Skills
Valuation, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance & International Business
Loomis Chaffee 2004 — 2008
Kathleen Veer Kathleen Veer's Merrill Lynch Experience 1984 - 1991
Job Vice President, Human Resources at Travelers
Industry Insurance
Experience
Travelers October 1991 - Present
Merrill Lynch 1984 - 1991
Education
Rider University 1988 — 1990
Master of Business Administration (MBA)
Georgetown University 1980 — 1984
Bachelor of Science (BS)
Norwood High School 1977 — 1980
High School Diploma
Travelers October 1991 - Present
Merrill Lynch 1984 - 1991
Education
Rider University 1988 — 1990
Master of Business Administration (MBA)
Georgetown University 1980 — 1984
Bachelor of Science (BS)
Norwood High School 1977 — 1980
High School Diploma
Leo Schrantz's Merrill Lynch Experience June 2012 - August 2012
Job Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture June 2013 - Present
Georgetown Hilltop Consultants January 2012 - Present
United States Marine Corps Reserves June 2007 - June 2013
Students of Georgetown, Inc. January 2009 - May 2013
Merrill Lynch June 2012 - August 2012
DHR International February 2012 - April 2012
Corp Catering August 2009 - March 2010
Hefren Tillotson February 2008 - August 2008
Edgewood Country Club July 2006 - August 2008
Skills
Executive Search, Interviewing, PowerPoint, Social Media, Excel, Biometrics, Stata, Operations, Catering, Catering Sales, Word, SQL, Arabic, pashto, German, Microsoft Excel, Management, Microsoft Word, Pashto
Education
Georgetown University 2008 — 2013
Bachelor of Science in Foreign Service (BSFS), International Political Economy
Accenture June 2013 - Present
Georgetown Hilltop Consultants January 2012 - Present
United States Marine Corps Reserves June 2007 - June 2013
Students of Georgetown, Inc. January 2009 - May 2013
Merrill Lynch June 2012 - August 2012
DHR International February 2012 - April 2012
Corp Catering August 2009 - March 2010
Hefren Tillotson February 2008 - August 2008
Edgewood Country Club July 2006 - August 2008
Skills
Executive Search, Interviewing, PowerPoint, Social Media, Excel, Biometrics, Stata, Operations, Catering, Catering Sales, Word, SQL, Arabic, pashto, German, Microsoft Excel, Management, Microsoft Word, Pashto
Education
Georgetown University 2008 — 2013
Bachelor of Science in Foreign Service (BSFS), International Political Economy
Robert Di Taranti Robert Di Taranti's Merrill Lynch Experience February 1983 - 1987
Job Head of Payroll Americas at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS July 2012 - Present
UBS April 2011 - August 2012
UBS August 2007 - March 2011
UBS November 2000 - July 2007
PaineWebber October 1995 - November 2000
United Jersey Bank 1987 - October 1995
Merrill Lynch February 1983 - 1987
Skills
Payroll, Human Resources, PeopleSoft, Financial Services, Portfolio Management, Risk Management, Business Analysis, Change Management, Leadership, Wealth Management, Project Management, Management, Business Process..., Customer Service, Mergers & Acquisitions, Vendor Management, Performance Management, Employee Benefits, Finance, Banking, Process Improvement, Call Centers, Analysis, Recruiting, Outsourcing, Strategy, CRM, Talent Management
Education
Georgetown University 1978 — 1982
B.S., International Business
UBS August 2015 - Present
UBS July 2012 - Present
UBS April 2011 - August 2012
UBS August 2007 - March 2011
UBS November 2000 - July 2007
PaineWebber October 1995 - November 2000
United Jersey Bank 1987 - October 1995
Merrill Lynch February 1983 - 1987
Skills
Payroll, Human Resources, PeopleSoft, Financial Services, Portfolio Management, Risk Management, Business Analysis, Change Management, Leadership, Wealth Management, Project Management, Management, Business Process..., Customer Service, Mergers & Acquisitions, Vendor Management, Performance Management, Employee Benefits, Finance, Banking, Process Improvement, Call Centers, Analysis, Recruiting, Outsourcing, Strategy, CRM, Talent Management
Education
Georgetown University 1978 — 1982
B.S., International Business
Brian Wu Brian Wu's Merrill Lynch Experience May 2005 - September 2005
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs April 2011 - July 2014
Goldman Sachs July 2008 - April 2011
Merrill Lynch May 2005 - September 2005
Education
New York University - Leonard N. Stern School of Business 2014 — 2018
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance; Accounting
Goldman Sachs July 2014 - Present
Goldman Sachs April 2011 - July 2014
Goldman Sachs July 2008 - April 2011
Merrill Lynch May 2005 - September 2005
Education
New York University - Leonard N. Stern School of Business 2014 — 2018
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance; Accounting
Dimitrios Roumeliotis's Merrill Lynch Experience September 2013 - November 2013
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2015 - Present
RBC Capital Markets June 2014 - August 2014
Merrill Lynch September 2013 - November 2013
U.S. Department of Commerce, International Trade Administration June 2013 - August 2013
LivingSocial September 2012 - December 2012
Greater Lawrence Community Boating June 2008 - August 2012
Office of Congresswoman Niki Tsongas September 2010 - March 2011
Skills
Greek, Social Media, Social Networking, Microsoft Excel, Sailing, Analysis, Research, PowerPoint, Budget Monitoring, Microsoft Office, Financial Analysis, Budget Variance Analysis, Leadership Development, Valuation, Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Finance and International Business
American College of Thessaloniki 2012 — 2012
Andover High School 2008 — 2011
Deutsche Bank August 2015 - Present
RBC Capital Markets June 2014 - August 2014
Merrill Lynch September 2013 - November 2013
U.S. Department of Commerce, International Trade Administration June 2013 - August 2013
LivingSocial September 2012 - December 2012
Greater Lawrence Community Boating June 2008 - August 2012
Office of Congresswoman Niki Tsongas September 2010 - March 2011
Skills
Greek, Social Media, Social Networking, Microsoft Excel, Sailing, Analysis, Research, PowerPoint, Budget Monitoring, Microsoft Office, Financial Analysis, Budget Variance Analysis, Leadership Development, Valuation, Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Finance and International Business
American College of Thessaloniki 2012 — 2012
Andover High School 2008 — 2011
Catherine Schultheis's Merrill Lynch Experience May 2010 - May 2011
Job Marketing Coordinator at NY Marriott Marquis
Industry Marketing and Advertising
Experience
Marriott International June 2014 - Present
RBC Capital Markets June 2011 - June 2014
Merrill Lynch May 2010 - May 2011
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and International Business, cum laude
Marriott International June 2014 - Present
RBC Capital Markets June 2011 - June 2014
Merrill Lynch May 2010 - May 2011
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and International Business, cum laude
William B. Finnerty, CIMA, CPWA, CMFC William B. Finnerty, CIMA, CPWA, CMFC's Merrill Lynch Experience January 1995 - December 2003
Job Managing Director UBS Financial Services Inc. Private Wealth Management
Industry Financial Services
Experience
UBS January 2004 - Present
Merrill Lynch January 1995 - December 2003
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)
Investment Management Consultants Association (IMCA)
Certified Private Wealth Advisor (CPWA)
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC)
Georgetown University - The McDonough School of Business 1990 — 1994
Finance
UBS January 2004 - Present
Merrill Lynch January 1995 - December 2003
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)
Investment Management Consultants Association (IMCA)
Certified Private Wealth Advisor (CPWA)
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC)
Georgetown University - The McDonough School of Business 1990 — 1994
Finance
Kevin Kloski Kevin Kloski's Merrill Lynch Experience December 2005 - January 2008
Job Director Product Management at NY Life / MainStay Investments
Industry Investment Management
Experience
New York Life / MainStay Investments April 2014 - Present
ING Investment Management February 2012 - April 2014
Wells Fargo Advisors September 2008 - February 2012
Merrill Lynch December 2005 - January 2008
US Army 1999 - 2007
Travelers Insurance 2002 - 2005
Skills
Hedge Funds, Series 7, Portfolio Management, Wealth Management, Bloomberg, 401k, Pensions, Asset Allocation, Retirement Planning, Economics, Asset Managment, Equities, Finance, Investments, Mutual Funds, Series 63, Investment Management
Education
Trinity College-Hartford 2006 — 2008
MA, Financial Economics
University of Hartford 2005 — 2006
MBA, Finance
The University of Connecticut 1999 — 2002
BA, Political Science
Georgetown University
Graduate Certificate, Asia Institute for Political Economy hosted at University of Hong Kong
New York Life / MainStay Investments April 2014 - Present
ING Investment Management February 2012 - April 2014
Wells Fargo Advisors September 2008 - February 2012
Merrill Lynch December 2005 - January 2008
US Army 1999 - 2007
Travelers Insurance 2002 - 2005
Skills
Hedge Funds, Series 7, Portfolio Management, Wealth Management, Bloomberg, 401k, Pensions, Asset Allocation, Retirement Planning, Economics, Asset Managment, Equities, Finance, Investments, Mutual Funds, Series 63, Investment Management
Education
Trinity College-Hartford 2006 — 2008
MA, Financial Economics
University of Hartford 2005 — 2006
MBA, Finance
The University of Connecticut 1999 — 2002
BA, Political Science
Georgetown University
Graduate Certificate, Asia Institute for Political Economy hosted at University of Hong Kong
Quinn Ngo's Merrill Lynch Experience June 2013 - August 2013
Job Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Merrill Lynch June 2013 - August 2013
HSBC June 2012 - August 2012
Skills
Economics, Statistics, Microsoft Office, Data Analysis, PowerPoint, Econometrics, Stata, Microsoft Word, Microsoft Excel, English, Teaching, Quantitative Analytics, Qualitative Research, Higher Education, Dreamweaver, R, Research, VBA
Education
Georgetown University 2015 — 2017
Master of Science (MS), Finance, General
Mount Holyoke College 2010 — 2014
Bachelor's degree, Mathematics and Economics
Goldman Sachs July 2014 - Present
Merrill Lynch June 2013 - August 2013
HSBC June 2012 - August 2012
Skills
Economics, Statistics, Microsoft Office, Data Analysis, PowerPoint, Econometrics, Stata, Microsoft Word, Microsoft Excel, English, Teaching, Quantitative Analytics, Qualitative Research, Higher Education, Dreamweaver, R, Research, VBA
Education
Georgetown University 2015 — 2017
Master of Science (MS), Finance, General
Mount Holyoke College 2010 — 2014
Bachelor's degree, Mathematics and Economics
Timothy Olson, CAIA's Merrill Lynch Experience November 2013 - Present
Job Alternative Investments Sales Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
J.P. Morgan July 2010 - November 2013
GUASFCU August 2007 - September 2009
Citigroup June 2009 - August 2009
Skills
Business Strategy, Derivatives, Sales Management, Financial Modeling, Valuation, Investments, FX Options, Management, Alternative Investments, Bloomberg, Financial Analysis, Investment Banking, Portfolio Management, Series 63, Investment Management, Equities, Finance
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Business Adminstration, Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
CFA Institute
Merrill Lynch November 2013 - Present
J.P. Morgan July 2010 - November 2013
GUASFCU August 2007 - September 2009
Citigroup June 2009 - August 2009
Skills
Business Strategy, Derivatives, Sales Management, Financial Modeling, Valuation, Investments, FX Options, Management, Alternative Investments, Bloomberg, Financial Analysis, Investment Banking, Portfolio Management, Series 63, Investment Management, Equities, Finance
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Business Adminstration, Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
CFA Institute
Lia Wayman's Merrill Lynch Experience January 2008 - May 2010
Job Senior Financial Analyst, EnerNOC
Industry Financial Services
Experience
EnerNOC September 2014 - Present
J.P. Morgan February 2013 - August 2014
Deutsche Bank July 2011 - February 2013
Merrill Lynch January 2008 - May 2010
Georgetown University Alumni & Student Federal Credit Union September 2007 - May 2010
Shop For You, LLC May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Financial Modeling, Fixed Income, Valuation, Investment Banking
Education
Georgetown University 2007 — 2011
BS, Accounting, Finance
Georgetown University
EnerNOC September 2014 - Present
J.P. Morgan February 2013 - August 2014
Deutsche Bank July 2011 - February 2013
Merrill Lynch January 2008 - May 2010
Georgetown University Alumni & Student Federal Credit Union September 2007 - May 2010
Shop For You, LLC May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Financial Modeling, Fixed Income, Valuation, Investment Banking
Education
Georgetown University 2007 — 2011
BS, Accounting, Finance
Georgetown University
Rohit Mathur's Merrill Lynch Experience May 2005 - May 2006
Job Associate, Syndicated and Leveraged Lending
Industry Financial Services
Experience
Citi August 2013 - Present
Barclays Investment Bank May 2012 - August 2012
Ernst and Young, Financial Serivices Advisory August 2007 - July 2011
ICMA-RC June 2006 - September 2006
Merrill Lynch May 2005 - May 2006
Columbia Financial Advisors February 2005 - January 2006
Skills
Investment Banking, Valuation, Financial Analysis, Internal Audit, Business Analysis, Finance, Mergers, Strategy, Analysis, Management Consulting, Accounting, Forecasting, Management, Financial Modeling, Corporate Finance, Due Diligence, Financial Reporting, Outsourcing, DCF, Financial Risk, Business Process..., Business Strategy, Business Valuation, Business Planning, Competitive Analysis, Investments, Mergers & Acquisitions, Portfolio Management, Financial Services, Consulting, Data Analysis, Risk Management, Strategic Planning, Leadership
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
The George Washington University 2003 — 2007
BA, Finance, Economics
Citi August 2013 - Present
Barclays Investment Bank May 2012 - August 2012
Ernst and Young, Financial Serivices Advisory August 2007 - July 2011
ICMA-RC June 2006 - September 2006
Merrill Lynch May 2005 - May 2006
Columbia Financial Advisors February 2005 - January 2006
Skills
Investment Banking, Valuation, Financial Analysis, Internal Audit, Business Analysis, Finance, Mergers, Strategy, Analysis, Management Consulting, Accounting, Forecasting, Management, Financial Modeling, Corporate Finance, Due Diligence, Financial Reporting, Outsourcing, DCF, Financial Risk, Business Process..., Business Strategy, Business Valuation, Business Planning, Competitive Analysis, Investments, Mergers & Acquisitions, Portfolio Management, Financial Services, Consulting, Data Analysis, Risk Management, Strategic Planning, Leadership
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
The George Washington University 2003 — 2007
BA, Finance, Economics
John Trimberger John Trimberger's Merrill Lynch Experience January 2014 - June 2014
Job Management Consulting Intern at RGP
Industry
Experience
RGP Loan RepresentativeGeorgetown University Alumni & Student Federal Credit UnionSeptember 2013 - Present
Merrill Lynch January 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, C++, C, R, Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Mathematics and Economics
RGP Loan RepresentativeGeorgetown University Alumni & Student Federal Credit UnionSeptember 2013 - Present
Merrill Lynch January 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, C++, C, R, Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Mathematics and Economics
Steven Schell, PMP Steven Schell, PMP's Merrill Lynch Experience June 1989 - August 1991
Job Director & PMO Lead, Strategic Initiative Management at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb November 2013 - Present
Bristol-Myers Squibb May 2012 - November 2013
Bristol-Myers Squibb September 2009 - May 2012
Bristol-Myers Squibb January 2006 - September 2009
Bristol-Myers Squibb January 2005 - December 2005
Deloitte Consulting September 1997 - January 2005
Legg Mason June 1993 - August 1997
Merrill Lynch June 1989 - August 1991
Skills
Change Management, Business Transformation, Program Management, Strategic Planning, Project Management, Six Sigma, Pharmaceutical Industry, Process Improvement, Leadership, Continuous Improvement, Project Portfolio..., PMO Start-up &..., Productivity Improvement, Staff Development, Start-ups, CRM, Business Strategy, Analysis, PMO, Business Process..., Training, Project Planning, PMP, Management, Budgets, Strategy, Cross-functional Team..., Human Resources
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Management
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Finance
Bristol-Myers Squibb November 2013 - Present
Bristol-Myers Squibb May 2012 - November 2013
Bristol-Myers Squibb September 2009 - May 2012
Bristol-Myers Squibb January 2006 - September 2009
Bristol-Myers Squibb January 2005 - December 2005
Deloitte Consulting September 1997 - January 2005
Legg Mason June 1993 - August 1997
Merrill Lynch June 1989 - August 1991
Skills
Change Management, Business Transformation, Program Management, Strategic Planning, Project Management, Six Sigma, Pharmaceutical Industry, Process Improvement, Leadership, Continuous Improvement, Project Portfolio..., PMO Start-up &..., Productivity Improvement, Staff Development, Start-ups, CRM, Business Strategy, Analysis, PMO, Business Process..., Training, Project Planning, PMP, Management, Budgets, Strategy, Cross-functional Team..., Human Resources
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Management
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Finance
Ankit Choksi Ankit Choksi's Merrill Lynch Experience July 2011 - July 2012
Job Research Associate at Campion Asset Management
Industry Investment Management
Experience
Campion Asset Management April 2013 - Present
Merrill Lynch July 2011 - July 2012
Bank of America Merrill Lynch August 2010 - July 2011
Banc of America Securities July 2009 - August 2010
Skills
Bloomberg, Trading Systems, Capital Markets, Portfolio Management, Fixed Income, Securities, Financial Modeling, Middle Office, Leadership, Risk Assessment, Critical Thinking, Investments, Equities, Asset Allocation, Trading, EMT, Operations Management, Valuation, Due Diligence, Risk Management, Investment Management, Research, Microsoft Excel, Advent
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics, Nutrition Sciences
Campion Asset Management April 2013 - Present
Merrill Lynch July 2011 - July 2012
Bank of America Merrill Lynch August 2010 - July 2011
Banc of America Securities July 2009 - August 2010
Skills
Bloomberg, Trading Systems, Capital Markets, Portfolio Management, Fixed Income, Securities, Financial Modeling, Middle Office, Leadership, Risk Assessment, Critical Thinking, Investments, Equities, Asset Allocation, Trading, EMT, Operations Management, Valuation, Due Diligence, Risk Management, Investment Management, Research, Microsoft Excel, Advent
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics, Nutrition Sciences
Pam Nachnani's Merrill Lynch Experience June 1994 - June 1999
Job Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2012 - Present
Citibank August 2008 - December 2012
Citibank, N.A. September 2005 - July 2008
Citigroup Smith Barney June 1999 - September 2005
Merrill Lynch June 1994 - June 1999
Skills
Banking, Commercial Lending, Cash Flow, Foreign Exchange Risk..., Commercial Banking, Credit, Cash Management, Portfolio Management, Loans, Asset Based Lending, Treasury Management, Wealth Management, Small Business Lending, Financial Analysis, Credit Analysis, Risk Management, Strategic Financial..., Credit Risk, Relationship Management, Asset Managment, Small Business, Business Development, Mergers & Acquisitions, Mortgage Lending, Asset Management, Financial Advisory, Financial Risk, Finance, Private Equity, Retail Banking, Private Banking, Lines Of Credit, Securities, Mutual Funds, Corporate Development, Financial Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Journalism & Mass Communication
Georgetown University 2003 — 2004
Professional Certificate, Financial Planning
Wells Fargo December 2012 - Present
Citibank August 2008 - December 2012
Citibank, N.A. September 2005 - July 2008
Citigroup Smith Barney June 1999 - September 2005
Merrill Lynch June 1994 - June 1999
Skills
Banking, Commercial Lending, Cash Flow, Foreign Exchange Risk..., Commercial Banking, Credit, Cash Management, Portfolio Management, Loans, Asset Based Lending, Treasury Management, Wealth Management, Small Business Lending, Financial Analysis, Credit Analysis, Risk Management, Strategic Financial..., Credit Risk, Relationship Management, Asset Managment, Small Business, Business Development, Mergers & Acquisitions, Mortgage Lending, Asset Management, Financial Advisory, Financial Risk, Finance, Private Equity, Retail Banking, Private Banking, Lines Of Credit, Securities, Mutual Funds, Corporate Development, Financial Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Journalism & Mass Communication
Georgetown University 2003 — 2004
Professional Certificate, Financial Planning
Camilla Han-He's Merrill Lynch Experience June 2010 - December 2010
Job TMT Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Georgetown University Alumni & Student Federal Credit Union August 2009 - May 2013
Georgetown University McDonough School of Business Technology Center August 2009 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2010 - December 2010
Skills
Financial Modeling, Investment Banking, Management, Valuation, Financial Analysis, Microsoft Excel, Data Analysis, Market Research, Due Diligence, Finance, DCF, Analytics, Bloomberg Terminal, Entrepreneurship, Business Strategy, VBA, Corporate Finance, Access, Economics
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Finance, Operations & Information Management
University of Oxford
International Finance, Strategic Management
Bank of America Merrill Lynch June 2013 - Present
Georgetown University Alumni & Student Federal Credit Union August 2009 - May 2013
Georgetown University McDonough School of Business Technology Center August 2009 - May 2013
Bank of America Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2010 - December 2010
Skills
Financial Modeling, Investment Banking, Management, Valuation, Financial Analysis, Microsoft Excel, Data Analysis, Market Research, Due Diligence, Finance, DCF, Analytics, Bloomberg Terminal, Entrepreneurship, Business Strategy, VBA, Corporate Finance, Access, Economics
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Finance, Operations & Information Management
University of Oxford
International Finance, Strategic Management
Ronnie Frankowski Ronnie Frankowski's Merrill Lynch Experience 1995 - 1998
Job Chief Marketing & Sales Officer at Day6 Sports Group
Industry Consumer Goods
Experience
Day6 Sports Group July 2014 - Present
Spin Master Ltd. July 2013 - June 2014
Spin Master August 2009 - 2012
Spin Master Ltd. 2006 - August 2009
Mattel 2005 - 2006
Mattel 2003 - 2005
Mattel 2002 - 2003
PepsiCo June 2001 - August 2001
Nike 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Customer Insight, Brand Management, Consumer Products, Competitive Analysis, Marketing Strategy, Web Analytics, Brand Architecture, Product Marketing, Brand Development, Strategy, Marketing Management, Strategic Partnerships, Advertising, Integrated Marketing, Marketing, Digital, Mobile Marketing, Digital Marketing, Segmentation, P&L Management, Brand Equity, Analytics, Product Development, Digital Strategy, Building Relationships
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Marketing
Georgetown University 1991 — 1995
BS, Finance
Day6 Sports Group July 2014 - Present
Spin Master Ltd. July 2013 - June 2014
Spin Master August 2009 - 2012
Spin Master Ltd. 2006 - August 2009
Mattel 2005 - 2006
Mattel 2003 - 2005
Mattel 2002 - 2003
PepsiCo June 2001 - August 2001
Nike 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Customer Insight, Brand Management, Consumer Products, Competitive Analysis, Marketing Strategy, Web Analytics, Brand Architecture, Product Marketing, Brand Development, Strategy, Marketing Management, Strategic Partnerships, Advertising, Integrated Marketing, Marketing, Digital, Mobile Marketing, Digital Marketing, Segmentation, P&L Management, Brand Equity, Analytics, Product Development, Digital Strategy, Building Relationships
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Marketing
Georgetown University 1991 — 1995
BS, Finance
Robert Doherty Robert Doherty's Merrill Lynch Experience July 1988 - December 2001
Job Chief Financial Officer at Ensyn
Industry Renewables & Environment
Experience
Ensyn May 2013 - Present
Renova Capital Partners January 2010 - Present
J.P. Morgan April 2007 - July 2009
UBS Investment Bank January 2002 - March 2008
Merrill Lynch July 1988 - December 2001
Skills
Renewable Energy, Management, Financial Modeling, Strategic Planning, Due Diligence, Capital Markets, Mergers & Acquisitions, Finance, Private Equity, Business Strategy
Education
University of Chicago Graduate School of Business 1986 — 1988
MBA, Finance
Georgetown University 1982 — 1986
BSFS, International Politics
Ensyn May 2013 - Present
Renova Capital Partners January 2010 - Present
J.P. Morgan April 2007 - July 2009
UBS Investment Bank January 2002 - March 2008
Merrill Lynch July 1988 - December 2001
Skills
Renewable Energy, Management, Financial Modeling, Strategic Planning, Due Diligence, Capital Markets, Mergers & Acquisitions, Finance, Private Equity, Business Strategy
Education
University of Chicago Graduate School of Business 1986 — 1988
MBA, Finance
Georgetown University 1982 — 1986
BSFS, International Politics
Jan Halaska Jan Halaska's Merrill Lynch Experience August 2007 - January 2010
Job European Equity Research Sales at Macquarie Securities
Industry Capital Markets
Experience
Macquarie Group August 2011 - Present
Execution Limited September 2009 - February 2011
Merrill Lynch August 2007 - January 2010
Morgan Stanley June 2006 - July 2007
Czech Public Television October 2003 - May 2006
Education
Georgetown University 2002 — 2006
BS, International Relations
Macquarie Group August 2011 - Present
Execution Limited September 2009 - February 2011
Merrill Lynch August 2007 - January 2010
Morgan Stanley June 2006 - July 2007
Czech Public Television October 2003 - May 2006
Education
Georgetown University 2002 — 2006
BS, International Relations
Doreen Amorosa Doreen Amorosa's Merrill Lynch Experience 2000 - 2002
Job Associate Dean & Managing Director, MBA Career Management at Georgetown University
Industry Staffing and Recruiting
Experience
Georgetown University, McDonough School of Business August 2010 - Present
American Express December 2007 - August 2010
ICI November 2006 - December 2007
Avaya 2002 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1995 - 1999
Skills
Strategy, Talent Management, Management, Market Research, Leadership, Strategic Planning, Business Strategy, Leadership Development, Organizational..., Workforce Planning, Data Analysis, Human Resources, Nonprofits, Management Consulting, Entrepreneurship, Program Management, Talent Acquisition, Consulting, Change Management, Training, Executive Coaching, Career Counseling
Education
Seton Hall University 1981 — 1985
MBA, Labor and Industrial Relations
Georgetown University - The McDonough School of Business 1975 — 1979
BS, Business Administration and Management, General
Georgetown University, McDonough School of Business August 2010 - Present
American Express December 2007 - August 2010
ICI November 2006 - December 2007
Avaya 2002 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1995 - 1999
Skills
Strategy, Talent Management, Management, Market Research, Leadership, Strategic Planning, Business Strategy, Leadership Development, Organizational..., Workforce Planning, Data Analysis, Human Resources, Nonprofits, Management Consulting, Entrepreneurship, Program Management, Talent Acquisition, Consulting, Change Management, Training, Executive Coaching, Career Counseling
Education
Seton Hall University 1981 — 1985
MBA, Labor and Industrial Relations
Georgetown University - The McDonough School of Business 1975 — 1979
BS, Business Administration and Management, General
Jyldyz Wood Jyldyz Wood's Merrill Lynch Experience 2006 - 2007
Job
Industry Financial Services
Experience
Wells Fargo 2012 - Present
J.P. Morgan September 2010 - January 2013
ICMA Centre, Henley Business School 2009 - 2010
Merrill Lynch 2006 - 2007
Taylor DeJongh 2005 - 2006
The World Bank 2002 - 2005
Skills
Market Risk, FX Options, Commodity, Private Banking, Project Finance, Derivatives, Credit Risk, Financial Modeling, Portfolio Management, Investments, Fixed Income, Hedge Funds, Finance, Bloomberg, Risk Management
Education
The University of Reading 2009 — 2010
MSc in Financial Risk Management
Georgetown University 2000 — 2003
BSc in Foreign Service
Wells Fargo 2012 - Present
J.P. Morgan September 2010 - January 2013
ICMA Centre, Henley Business School 2009 - 2010
Merrill Lynch 2006 - 2007
Taylor DeJongh 2005 - 2006
The World Bank 2002 - 2005
Skills
Market Risk, FX Options, Commodity, Private Banking, Project Finance, Derivatives, Credit Risk, Financial Modeling, Portfolio Management, Investments, Fixed Income, Hedge Funds, Finance, Bloomberg, Risk Management
Education
The University of Reading 2009 — 2010
MSc in Financial Risk Management
Georgetown University 2000 — 2003
BSc in Foreign Service
Julian Hamill Julian Hamill's Merrill Lynch Experience January 2007 - March 2009
Job Director, Investment Banking
Industry Investment Banking
Experience
Stifel Financial Corp. October 2012 - Present
Evercore Partners July 2010 - August 2012
Bridgetown Capital Partners April 2009 - June 2010
Merrill Lynch January 2007 - March 2009
Merrill Lynch June 2000 - December 2006
Arthur Andersen August 1997 - June 2000
Arthur Andersen June 1996 - August 1996
Coopers & Lybrand June 1995 - August 1995
Skills
Valuation, Due Diligence, Deal Structuring, Private Equity, Corporate Finance, IPO, Mergers, Financial Modeling, Strategic Planning, Negotiation, Team Building, Research, Financial Analysis, Business Planning, Start-ups, Problem Solving, Business Strategy, Divestitures, Joint Ventures, DCF, Business Valuation, Debt, Structuring, Corporate Development, LBO, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Executive Education, Finance
Georgetown University 1993 — 1997
BS, Business Administration: Accounting / Finance
Bellarmine College Preparatory 1989 — 1993
High School
Stifel Financial Corp. October 2012 - Present
Evercore Partners July 2010 - August 2012
Bridgetown Capital Partners April 2009 - June 2010
Merrill Lynch January 2007 - March 2009
Merrill Lynch June 2000 - December 2006
Arthur Andersen August 1997 - June 2000
Arthur Andersen June 1996 - August 1996
Coopers & Lybrand June 1995 - August 1995
Skills
Valuation, Due Diligence, Deal Structuring, Private Equity, Corporate Finance, IPO, Mergers, Financial Modeling, Strategic Planning, Negotiation, Team Building, Research, Financial Analysis, Business Planning, Start-ups, Problem Solving, Business Strategy, Divestitures, Joint Ventures, DCF, Business Valuation, Debt, Structuring, Corporate Development, LBO, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Executive Education, Finance
Georgetown University 1993 — 1997
BS, Business Administration: Accounting / Finance
Bellarmine College Preparatory 1989 — 1993
High School
Robert M. Romano Robert M. Romano's Merrill Lynch Experience April 1983 - August 1986
Job A Wealth of Experience as Legal Counsel in Business Investigations
Industry Law Practice
Experience
Law Office of Robert M. Romano PLLC August 2014 - Present
Morgan, Lewis & Bockius LLP June 2002 - July 2014
Latham & Watkins May 1999 - May 2002
Morgan, Lewis & Bockius LLP March 1987 - May 1999
Sage Gray Todd & Sims August 1986 - February 1987
Merrill Lynch April 1983 - August 1986
U.S. Securities and Exchange Commission May 1977 - May 1983
United States Attorney's Office January 1974 - May 1977
Breed Abbott & Morgan September 1972 - January 1974
Skills
Securities Enforcement..., Internal Investigations, White Collar Criminal..., Post-Settlement..., Qualified Mediator, Litigation, Trials, Hearings, Appeals, Securities, Insider Trading, Supervision, Market Manipulation, Securities Research, Accounting Fraud, Securities Regulation
Education
Georgetown University Law Center 1969 — 1972
Doctor of Law (J.D.), Corporate and Securities Law
Georgetown University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Law Office of Robert M. Romano PLLC August 2014 - Present
Morgan, Lewis & Bockius LLP June 2002 - July 2014
Latham & Watkins May 1999 - May 2002
Morgan, Lewis & Bockius LLP March 1987 - May 1999
Sage Gray Todd & Sims August 1986 - February 1987
Merrill Lynch April 1983 - August 1986
U.S. Securities and Exchange Commission May 1977 - May 1983
United States Attorney's Office January 1974 - May 1977
Breed Abbott & Morgan September 1972 - January 1974
Skills
Securities Enforcement..., Internal Investigations, White Collar Criminal..., Post-Settlement..., Qualified Mediator, Litigation, Trials, Hearings, Appeals, Securities, Insider Trading, Supervision, Market Manipulation, Securities Research, Accounting Fraud, Securities Regulation
Education
Georgetown University Law Center 1969 — 1972
Doctor of Law (J.D.), Corporate and Securities Law
Georgetown University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Dustin McCarty, AIF®'s Merrill Lynch Experience June 2011 - August 2011
Job Vice President, Institutional Marketing at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors June 2012 - Present
Georgetown University's McDonough School of Business August 2010 - June 2012
Merrill Lynch June 2011 - August 2011
Wasatch Advisors July 2008 - August 2010
Omniture December 2007 - July 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Equities, Finance, Asset Managment, Corporate Finance, Investment Management, Business Development, Private Equity, Strategy, Risk Management, Emerging Markets, Mutual Funds, Alternative Investments, Due Diligence, Entrepreneurship, Business Strategy, Bloomberg, Asset Allocation, Marketing, Equity Valuation, Investment Strategies, Capital Markets, Derivatives, Equity Research, Portfolio Management, Securities, Corporate Development, Economics, Mergers & Acquisitions, Financial Services, Wealth Management
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance & Management
University of Utah - David Eccles School of Business 2003 — 2007
B.S., Business Administration/Finance
Wasatch Advisors June 2012 - Present
Georgetown University's McDonough School of Business August 2010 - June 2012
Merrill Lynch June 2011 - August 2011
Wasatch Advisors July 2008 - August 2010
Omniture December 2007 - July 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Equities, Finance, Asset Managment, Corporate Finance, Investment Management, Business Development, Private Equity, Strategy, Risk Management, Emerging Markets, Mutual Funds, Alternative Investments, Due Diligence, Entrepreneurship, Business Strategy, Bloomberg, Asset Allocation, Marketing, Equity Valuation, Investment Strategies, Capital Markets, Derivatives, Equity Research, Portfolio Management, Securities, Corporate Development, Economics, Mergers & Acquisitions, Financial Services, Wealth Management
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance & Management
University of Utah - David Eccles School of Business 2003 — 2007
B.S., Business Administration/Finance
Sabra Purtill Sabra Purtill's Merrill Lynch Experience 1993 - 1996
Job Senior Vice President, Investor Relations at The Hartford
Industry Insurance
Experience
The Hartford June 2011 - Present
Assured Guaranty February 2004 - June 2011
Assured Guaranty Ltd. February 2004 - July 2009
ACE Limited May 2002 - February 2004
ABN AMRO 2001 - 2002
Keefe, Bruyette & Woods 2000 - 2001
Merrill Lynch 1993 - 1996
Standard & Poor's 1992 - 1993
The Chase Manhattan Bank 1987 - 1992
Skills
Investor Relations, Media Relations, Capital Markets, Corporate Communications, Strategic Communications, Corporate Finance, Alternative Investments, Financial Analysis, Financial Modeling, Valuation, Internal Communications, Investments
Education
Georgetown University 1985 — 1987
M.A., School of Foreign Service: International Business Diplomacy & Arab Studies
University of Virginia 1980 — 1984
B.A., Government & Foreign Affairs
The Hartford June 2011 - Present
Assured Guaranty February 2004 - June 2011
Assured Guaranty Ltd. February 2004 - July 2009
ACE Limited May 2002 - February 2004
ABN AMRO 2001 - 2002
Keefe, Bruyette & Woods 2000 - 2001
Merrill Lynch 1993 - 1996
Standard & Poor's 1992 - 1993
The Chase Manhattan Bank 1987 - 1992
Skills
Investor Relations, Media Relations, Capital Markets, Corporate Communications, Strategic Communications, Corporate Finance, Alternative Investments, Financial Analysis, Financial Modeling, Valuation, Internal Communications, Investments
Education
Georgetown University 1985 — 1987
M.A., School of Foreign Service: International Business Diplomacy & Arab Studies
University of Virginia 1980 — 1984
B.A., Government & Foreign Affairs
Brooke O'Brien Brooke O'Brien's Merrill Lynch Experience May 2010 - July 2010
Job Sales and Account Management at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2015 - Present
Bloomberg LP August 2014 - July 2015
Carr Business Systems / A Xerox Co. June 2013 - August 2014
Willis Capital Markets and Advisory May 2012 - July 2012
Willis Capital Markets and Advisory May 2011 - July 2011
Capitol Hill January 2011 - May 2011
Merrill Lynch May 2010 - July 2010
Skills
Investments, Microsoft Excel, Insurance, PowerPoint, Analysis, Cold Calling, Sales, Account Management, New Business Development, Proposal Generation, Consultative Sales..., Customer Service, Strategy, Finance, Financial Analysis, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science, Finance, Management, Government
Bloomberg LP July 2015 - Present
Bloomberg LP August 2014 - July 2015
Carr Business Systems / A Xerox Co. June 2013 - August 2014
Willis Capital Markets and Advisory May 2012 - July 2012
Willis Capital Markets and Advisory May 2011 - July 2011
Capitol Hill January 2011 - May 2011
Merrill Lynch May 2010 - July 2010
Skills
Investments, Microsoft Excel, Insurance, PowerPoint, Analysis, Cold Calling, Sales, Account Management, New Business Development, Proposal Generation, Consultative Sales..., Customer Service, Strategy, Finance, Financial Analysis, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science, Finance, Management, Government
Tyler Jennings Tyler Jennings's Merrill Lynch Experience May 2011 - May 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Georgetown University August 2013 - May 2014
Morgan Stanley June 2013 - August 2013
Merrill Lynch May 2011 - May 2013
Education
Georgetown University 2010 — 2014
AB, Political Economy, Summa Cum Laude
Phillips Academy Andover 2007 — 2010
Diploma, Cum Laude
Morgan Stanley June 2014 - Present
Georgetown University August 2013 - May 2014
Morgan Stanley June 2013 - August 2013
Merrill Lynch May 2011 - May 2013
Education
Georgetown University 2010 — 2014
AB, Political Economy, Summa Cum Laude
Phillips Academy Andover 2007 — 2010
Diploma, Cum Laude
Joseph Rivera's Merrill Lynch Experience May 1999 - August 1999
Job Digital. Design. Dance. Dream.
Industry Online Media
Experience
Bailando Por Una Causa January 2015 - Present
BAILA Society August 2005 - Present
Asset International July 2011 - December 2014
Strategic Insight July 2000 - July 2011
Fabric Interactive January 2004 - January 2008
Merrill Lynch May 1999 - August 1999
The Boys' Club of New York June 1998 - August 1998
Skills
Email Marketing, Social Media Marketing, User Experience, Digital Strategy, Social Media, Marketing Strategy, Strategy, CRM, Product Management, Project Management, New Business Development, Entrepreneurship, Product Development, Graphic Design, E-commerce, Online Marketing, Advertising, Web Technologies, Website Development, Web Content Management, Event Planning, Mobile Applications, Team Building, Mobile Advertising, Sports Coaching, Online Advertising, Non-profit Leadership, Non-profit Board..., Non-profit Development
Education
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA
The Hotchkiss School 1993 — 1996
Cardigan Mountain School 1988 — 1992
Bailando Por Una Causa January 2015 - Present
BAILA Society August 2005 - Present
Asset International July 2011 - December 2014
Strategic Insight July 2000 - July 2011
Fabric Interactive January 2004 - January 2008
Merrill Lynch May 1999 - August 1999
The Boys' Club of New York June 1998 - August 1998
Skills
Email Marketing, Social Media Marketing, User Experience, Digital Strategy, Social Media, Marketing Strategy, Strategy, CRM, Product Management, Project Management, New Business Development, Entrepreneurship, Product Development, Graphic Design, E-commerce, Online Marketing, Advertising, Web Technologies, Website Development, Web Content Management, Event Planning, Mobile Applications, Team Building, Mobile Advertising, Sports Coaching, Online Advertising, Non-profit Leadership, Non-profit Board..., Non-profit Development
Education
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA
The Hotchkiss School 1993 — 1996
Cardigan Mountain School 1988 — 1992
Kristen O'Gara Koluch, CFA Kristen O'Gara Koluch, CFA's Merrill Lynch Experience May 2003 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2003 - Present
Barclays Capital June 2001 - May 2003
Skills
Retirement Planning, Investment Advisory, Financial Advisory, Asset Allocation
Education
Georgetown University 1997 — 2001
Finance
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science in Business Administration, Finance
Clarkstown High School North 1994 — 1997
Merrill Lynch May 2003 - Present
Barclays Capital June 2001 - May 2003
Skills
Retirement Planning, Investment Advisory, Financial Advisory, Asset Allocation
Education
Georgetown University 1997 — 2001
Finance
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science in Business Administration, Finance
Clarkstown High School North 1994 — 1997
Christine H Chung, CPA Christine H Chung, CPA's Merrill Lynch Experience June 2009 - August 2009
Job Associate at BlueVirgo Capital Management, LLC
Industry Investment Management
Experience
BlueVirgo Capital Management, LLC October 2013 - Present
PwC 2011 - October 2013
Georgetown University's McDonough School of Business January 2011 - March 2011
PwC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Sharp Electronics June 2009 - July 2009
Georgetown University August 2008 - December 2008
Center for Social Justice August 2008 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Accounting, Bloomberg Terminal, Accounting, Structured Finance, Bloomberg, GAAP, Derivatives, Investments, Data Analysis, US GAAP, Fixed Income, Business Valuation, Corporate Finance, Benchmarking, Spanish
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, Accounting
Bergen County Academies - Academy of Business and Finance 2003 — 2007
High School Diploma, Business and Finance
BlueVirgo Capital Management, LLC October 2013 - Present
PwC 2011 - October 2013
Georgetown University's McDonough School of Business January 2011 - March 2011
PwC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Sharp Electronics June 2009 - July 2009
Georgetown University August 2008 - December 2008
Center for Social Justice August 2008 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Accounting, Bloomberg Terminal, Accounting, Structured Finance, Bloomberg, GAAP, Derivatives, Investments, Data Analysis, US GAAP, Fixed Income, Business Valuation, Corporate Finance, Benchmarking, Spanish
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, Accounting
Bergen County Academies - Academy of Business and Finance 2003 — 2007
High School Diploma, Business and Finance
Henry Suen Henry Suen's Merrill Lynch Experience May 2007 - August 2007
Job Fixed Income Research Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Investment Management September 2011 - Present
National Football League August 2013 - Present
KPMG August 2010 - September 2011
Federal Reserve Bank of San Francisco February 2010 - August 2010
Federal Reserve Bank of New York August 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Moody's KMV June 2004 - June 2006
Charles Schwab & Co. December 2002 - May 2004
SmartForce July 2000 - November 2002
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Bloomberg, Financial Analysis, Equities, Investments, Analysis, Strategy
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
University of California, Berkeley 1995 — 2000
BS, Civil & Environmental Engineering
Charles Schwab Investment Management September 2011 - Present
National Football League August 2013 - Present
KPMG August 2010 - September 2011
Federal Reserve Bank of San Francisco February 2010 - August 2010
Federal Reserve Bank of New York August 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Moody's KMV June 2004 - June 2006
Charles Schwab & Co. December 2002 - May 2004
SmartForce July 2000 - November 2002
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Bloomberg, Financial Analysis, Equities, Investments, Analysis, Strategy
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
University of California, Berkeley 1995 — 2000
BS, Civil & Environmental Engineering
Louis Almerini Louis Almerini's Merrill Lynch Experience 1995 - 2009
Job Managing Director at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments February 2011 - Present
Kellogg Capital Markets January 2010 - January 2011
Merrill Lynch 1995 - 2009
Morgan Stanley 1986 - 1995
Price Waterhouse Coopers 1980 - 1986
Skills
Hedge Funds, Private Equity, Finance, Accounting, Fund Of Funds, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Investments, Strategic Financial..., Capital Markets, Asset Management, Corporate Financial..., Team Restructuring, Leadership, Expense Management, Business Process..., Auditing, FINRA, Wealth Management, Financial Reporting, Financial Planning, Portfolio Management
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA, Business (Accounting)
PineBridge Investments February 2011 - Present
Kellogg Capital Markets January 2010 - January 2011
Merrill Lynch 1995 - 2009
Morgan Stanley 1986 - 1995
Price Waterhouse Coopers 1980 - 1986
Skills
Hedge Funds, Private Equity, Finance, Accounting, Fund Of Funds, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Investments, Strategic Financial..., Capital Markets, Asset Management, Corporate Financial..., Team Restructuring, Leadership, Expense Management, Business Process..., Auditing, FINRA, Wealth Management, Financial Reporting, Financial Planning, Portfolio Management
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA, Business (Accounting)
Matthew Paragamian Matthew Paragamian's Merrill Lynch Experience June 2010 - July 2010
Job Research Analyst at Marketfield Asset Management
Industry Investment Management
Experience
Marketfield Asset Management July 2013 - Present
Goldman Sachs June 2012 - August 2012
Seale & Associates, Inc. June 2011 - July 2011
Merrill Lynch June 2010 - July 2010
Education
Georgetown University 2009 — 2013
Bachelor's Degree, Economics
St. Albans
Marketfield Asset Management July 2013 - Present
Goldman Sachs June 2012 - August 2012
Seale & Associates, Inc. June 2011 - July 2011
Merrill Lynch June 2010 - July 2010
Education
Georgetown University 2009 — 2013
Bachelor's Degree, Economics
St. Albans
Michelle Larivee Michelle Larivee's Merrill Lynch Experience 2005 - 2008
Job World Economic Forum Blended Finance investment in emerging markets
Industry Management Consulting
Experience
Monitor Deloitte October 2012 - Present
World Economic Forum May 2014 - October 2015
International Finance Corporation September 2008 - May 2010
Merrill Lynch 2005 - 2008
Skills
Emerging Markets, Business Strategy, Investment Banking, Entrepreneurship, Equities, Market Research, Strategic Consulting, French, International Relations, International Business, Debt Structuring, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Global Strategic Management
University of Pennsylvania - The Lauder Institute 2010 — 2012
Master's degree, International Studies, French
Georgetown University 2001 — 2005
BSFS, International Business, International Relations
Monitor Deloitte October 2012 - Present
World Economic Forum May 2014 - October 2015
International Finance Corporation September 2008 - May 2010
Merrill Lynch 2005 - 2008
Skills
Emerging Markets, Business Strategy, Investment Banking, Entrepreneurship, Equities, Market Research, Strategic Consulting, French, International Relations, International Business, Debt Structuring, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Global Strategic Management
University of Pennsylvania - The Lauder Institute 2010 — 2012
Master's degree, International Studies, French
Georgetown University 2001 — 2005
BSFS, International Business, International Relations
Samuel Greco's Merrill Lynch Experience February 2013 - May 2013
Job Defense and National Security Advisory Staff at Ernst & Young
Industry Public Policy
Experience
EY July 2015 - Present
Luntz Global January 2012 - December 2014
PricewaterhouseCoopers June 2014 - August 2014
Office of US Senator Marco Rubio July 2013 - December 2013
Merrill Lynch February 2013 - May 2013
Holiday Hill Day Camp August 2008 - August 2012
Linda McMahon for US Senate 2012 May 2012 - June 2012
Linda McMahon for US Senate 2010 September 2010 - November 2010
U.S. House of Representatives July 2010 - August 2010
Skills
Political Science, Foreign Policy, Politics, International Relations, Policy Analysis, Public Policy, Political Campaigns, Political Communication, Public Diplomacy, International Economics, Spanish, Economic Research, Economics, Research, Qualitative Research, International Security, Political Risk Analysis, Public Speaking, Social Media
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), School of Foreign Service (Major: International Politics. Concentration: International Security)
Hopkins School 2005 — 2011
EY July 2015 - Present
Luntz Global January 2012 - December 2014
PricewaterhouseCoopers June 2014 - August 2014
Office of US Senator Marco Rubio July 2013 - December 2013
Merrill Lynch February 2013 - May 2013
Holiday Hill Day Camp August 2008 - August 2012
Linda McMahon for US Senate 2012 May 2012 - June 2012
Linda McMahon for US Senate 2010 September 2010 - November 2010
U.S. House of Representatives July 2010 - August 2010
Skills
Political Science, Foreign Policy, Politics, International Relations, Policy Analysis, Public Policy, Political Campaigns, Political Communication, Public Diplomacy, International Economics, Spanish, Economic Research, Economics, Research, Qualitative Research, International Security, Political Risk Analysis, Public Speaking, Social Media
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), School of Foreign Service (Major: International Politics. Concentration: International Security)
Hopkins School 2005 — 2011
Ted Lynch's Merrill Lynch Experience March 2007 - December 2009
Job Founder and Portfolio Manager at Eagle Ace Capital LLC
Industry Investment Management
Experience
Eagle Ace Capital LLC April 2010 - Present
Merrill Lynch March 2007 - December 2009
Centurion Investment Group April 2004 - March 2007
Sigma Capital October 2002 - April 2004
Morgan Stanley Investment Management July 1997 - May 2001
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Investment Strategies, Private Equity, Asset Allocation, Investment Management, Fixed Income, Valuation
Education
Georgetown University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
Eagle Ace Capital LLC April 2010 - Present
Merrill Lynch March 2007 - December 2009
Centurion Investment Group April 2004 - March 2007
Sigma Capital October 2002 - April 2004
Morgan Stanley Investment Management July 1997 - May 2001
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Investment Strategies, Private Equity, Asset Allocation, Investment Management, Fixed Income, Valuation
Education
Georgetown University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
Brian Cassese, CFA Brian Cassese, CFA's Merrill Lynch Experience 2001 - 2003
Job Portfolio Manager at First New York Securities
Industry Financial Services
Experience
First New York Securities 2015 - Present
RBC Capital Markets 2013 - January 2015
RBC Capital Markets 2004 - 2012
Merrill Lynch 2001 - 2003
Skills
Disciplined Trading, Portfolio Management, Proprietary Trading, Global Macro, Financial Modeling, Foreign Exchange, Equity, Fixed Income, Commodities, Futures Trading, Options, Managed CTA creator, Trading System..., Value at Risk Model, Risk Management, Financial Modeling &..., Financial Services, Investment Banking, Wealth Management, Financial Advisory, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
First New York Securities 2015 - Present
RBC Capital Markets 2013 - January 2015
RBC Capital Markets 2004 - 2012
Merrill Lynch 2001 - 2003
Skills
Disciplined Trading, Portfolio Management, Proprietary Trading, Global Macro, Financial Modeling, Foreign Exchange, Equity, Fixed Income, Commodities, Futures Trading, Options, Managed CTA creator, Trading System..., Value at Risk Model, Risk Management, Financial Modeling &..., Financial Services, Investment Banking, Wealth Management, Financial Advisory, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
Roque Tovar Roque Tovar's Merrill Lynch Experience 2003 - 2005
Job Experienced Loan Portfolio Manager and Commercial Lending Professional
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ 2011 - 2013
US Bank 2010 - 2011
Lloyds Banking Group 2005 - 2010
Merrill Lynch 2003 - 2005
BNP Paribas 2001 - 2003
Harris Bank 1998 - 2001
Skills
Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Credit, Commercial Banking, Due Diligence, Underwriting, Leveraged Finance, Commercial Real Estate, Investments, Business Development, Commercial Mortgages, Financial Modeling, Finance, Risk Management
Education
Georgetown University 1992 — 1996
BSBA, Finance
Oakton Community College
Professional Accounting – CPA Preparation
Bank of Tokyo-Mitsubishi UFJ 2011 - 2013
US Bank 2010 - 2011
Lloyds Banking Group 2005 - 2010
Merrill Lynch 2003 - 2005
BNP Paribas 2001 - 2003
Harris Bank 1998 - 2001
Skills
Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Credit, Commercial Banking, Due Diligence, Underwriting, Leveraged Finance, Commercial Real Estate, Investments, Business Development, Commercial Mortgages, Financial Modeling, Finance, Risk Management
Education
Georgetown University 1992 — 1996
BSBA, Finance
Oakton Community College
Professional Accounting – CPA Preparation
William Conaghan William Conaghan's Merrill Lynch Experience September 2013 - December 2013
Job Financial Analyst at Nasdaq
Industry Sports
Experience
Nasdaq April 2014 - Present
Oak Ridge Investments July 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Georgetown University January 2012 - May 2013
Permanent Portfolio Family of Funds June 2011 - August 2011
Georgetown Aquatics May 2008 - August 2010
Georgetown Prep Lacrosse camp counselor June 2009 - July 2009
Georgetown Aquatics May 2005 - August 2008
Skills
Licensed Boater, Editing, Teaching
Education
Georgetown University 2012 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Junior
University of Virginia 2012 — 2012
Semester At Sea, junior
Nasdaq April 2014 - Present
Oak Ridge Investments July 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Georgetown University January 2012 - May 2013
Permanent Portfolio Family of Funds June 2011 - August 2011
Georgetown Aquatics May 2008 - August 2010
Georgetown Prep Lacrosse camp counselor June 2009 - July 2009
Georgetown Aquatics May 2005 - August 2008
Skills
Licensed Boater, Editing, Teaching
Education
Georgetown University 2012 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Junior
University of Virginia 2012 — 2012
Semester At Sea, junior
Matthew Harb's Merrill Lynch Experience June 2008 - August 2009
Job MBA Candidate | Corporate Strategy | Analytics | Entrepreneurship | Technology & Digital Media
Industry Management Consulting
Experience
The New York Times August 2014 - July 2015
MEC 2013 - August 2014
MEC March 2011 - 2013
New York Yankees 2010 - 2011
The BMB Group 2009 - 2010
Merrill Lynch June 2008 - August 2009
Skills
Strategy, Analytics, Market Research, Strategic Planning, Analysis, Microsoft Excel, Research, Data Analysis, Management, Customer Insight, Marketing Research, Advertising, Digital Media, Social Media, Business Development, Quantitative Research
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2006 — 2010
Bachelors of Arts, Economics and Middle Eastern Studies
The New York Times August 2014 - July 2015
MEC 2013 - August 2014
MEC March 2011 - 2013
New York Yankees 2010 - 2011
The BMB Group 2009 - 2010
Merrill Lynch June 2008 - August 2009
Skills
Strategy, Analytics, Market Research, Strategic Planning, Analysis, Microsoft Excel, Research, Data Analysis, Management, Customer Insight, Marketing Research, Advertising, Digital Media, Social Media, Business Development, Quantitative Research
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2006 — 2010
Bachelors of Arts, Economics and Middle Eastern Studies
Jennifer Ziehe, CFA, CAIA's Merrill Lynch Experience July 2006 - January 2009
Job Global Alternative Investment & Derivatives Sales; Business Development & Strategy Global Hedge Funds & Asset Managers
Industry Financial Services
Experience
CME Group August 2011 - Present
Triliad Securities July 2010 - August 2011
Merrill Lynch July 2006 - January 2009
AllianceBernstein April 2005 - April 2006
Dreman Value Management 2004 - 2005
Merrill Lynch 2001 - 2004
Salomon Smith Barney September 2000 - May 2001
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Investments, Series 7, Bloomberg, Derivatives, Trading, Portfolio Management, Asset Management, Asset Allocation, Securities, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance & Int'l Business
The Chinese University of Hong Kong 1999 — 2000
International Asian Studies Programme, Chinese Studies & Mandarin Chinese
CME Group August 2011 - Present
Triliad Securities July 2010 - August 2011
Merrill Lynch July 2006 - January 2009
AllianceBernstein April 2005 - April 2006
Dreman Value Management 2004 - 2005
Merrill Lynch 2001 - 2004
Salomon Smith Barney September 2000 - May 2001
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Investments, Series 7, Bloomberg, Derivatives, Trading, Portfolio Management, Asset Management, Asset Allocation, Securities, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance & Int'l Business
The Chinese University of Hong Kong 1999 — 2000
International Asian Studies Programme, Chinese Studies & Mandarin Chinese
Bryan Buchert's Merrill Lynch Experience 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch 2015 - Present
Visonus 2014 - Present
OEM Company 2013 - Present
ESM Electric State of Mind 2012 - Present
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master’s Degree, Master of Science in Finance
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Sociology
Merrill Lynch 2015 - Present
Visonus 2014 - Present
OEM Company 2013 - Present
ESM Electric State of Mind 2012 - Present
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master’s Degree, Master of Science in Finance
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Sociology
Lydia Bartell Lydia Bartell's Merrill Lynch Experience 2005 - 2008
Job Assistant Vice President, Strategy & Business Innovation
Industry Hospitality
Experience
Viceroy Hotel Group January 2015 - Present
Viceroy Hotel Group January 2014 - January 2015
Viceroy Hotel Group August 2012 - January 2014
Barclays Capital July 2010 - March 2012
Barclays Capital June 2009 - August 2009
Merrill Lynch 2005 - 2008
Skills
Mergers, Investment Banking, Capital Markets, Strategic Planning, Financial Modeling, Valuation, Budgets, DCF, Business Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (M.B.A.), Finance & Management
Georgetown University 2001 — 2005
BS, Finance & International Business
Viceroy Hotel Group January 2015 - Present
Viceroy Hotel Group January 2014 - January 2015
Viceroy Hotel Group August 2012 - January 2014
Barclays Capital July 2010 - March 2012
Barclays Capital June 2009 - August 2009
Merrill Lynch 2005 - 2008
Skills
Mergers, Investment Banking, Capital Markets, Strategic Planning, Financial Modeling, Valuation, Budgets, DCF, Business Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (M.B.A.), Finance & Management
Georgetown University 2001 — 2005
BS, Finance & International Business
Christopher Van Decker Christopher Van Decker's Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch RefereeGeorgetown University Intramural Sports DepartmentOctober 2012 - May 2015
Merrill Lynch June 2014 - August 2014
Georgetown University Student Investment Fund January 2012 - May 2014
PwC June 2013 - July 2013
Acacia Financial Group Inc. June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Research, Spanish, Public Speaking, Accounting, Social Media, Strategic Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Accounting
Bank of America Merrill Lynch RefereeGeorgetown University Intramural Sports DepartmentOctober 2012 - May 2015
Merrill Lynch June 2014 - August 2014
Georgetown University Student Investment Fund January 2012 - May 2014
PwC June 2013 - July 2013
Acacia Financial Group Inc. June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Research, Spanish, Public Speaking, Accounting, Social Media, Strategic Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Accounting
Liam Walsh Liam Walsh's Merrill Lynch Experience January 2009 - September 2009
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2010 - Present
Goldman Sachs October 2009 - September 2010
Merrill Lynch January 2009 - September 2009
Barclays Capital June 2007 - December 2008
US Department of Education August 2005 - June 2007
The White House February 2004 - June 2007
Morgan, Lewis & Bockius May 2005 - August 2005
The House of Commons (UK Parliament) May 2004 - July 2004
Wachovia Securities August 2003 - December 2003
Morgan, Lewis & Bockius May 2003 - August 2003
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Social Media, Public Speaking, Policy Analysis, Due Diligence, Fixed Income, Derivatives
Education
Georgetown University 2005 — 2007
MA, Communication, Culture & Technology
University of Oxford 2006 — 2006
The Catholic University of America 2001 — 2005
BA, Media Studies & Economics
Goldman Sachs September 2010 - Present
Goldman Sachs October 2009 - September 2010
Merrill Lynch January 2009 - September 2009
Barclays Capital June 2007 - December 2008
US Department of Education August 2005 - June 2007
The White House February 2004 - June 2007
Morgan, Lewis & Bockius May 2005 - August 2005
The House of Commons (UK Parliament) May 2004 - July 2004
Wachovia Securities August 2003 - December 2003
Morgan, Lewis & Bockius May 2003 - August 2003
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Social Media, Public Speaking, Policy Analysis, Due Diligence, Fixed Income, Derivatives
Education
Georgetown University 2005 — 2007
MA, Communication, Culture & Technology
University of Oxford 2006 — 2006
The Catholic University of America 2001 — 2005
BA, Media Studies & Economics
Valerie M. (Felix) Hoft Valerie M. (Felix) Hoft's Merrill Lynch Experience May 2007 - August 2007
Job Investment Banking (Technology, Media & Telecom) at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
Goldman Sachs April 2015 - May 2015
United States Air Force, Space and Missile Systems Center 2013 - April 2015
United States Air Force, Space and Missile Systems Center 2011 - 2013
United States Air Force, Space and Missile Systems Center 2010 - 2011
Manhattan GMAT September 2007 - May 2010
Merrill Lynch May 2007 - August 2007
Skills
Valuation, Competitive Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Data Analysis, Analysis, Economics, Bloomberg, Finance, Team Leadership, Due Diligence, Strategy, Marketing, Business Strategy, Management Consulting, Management, Leadership
Education
New York University 2013 — 2015
Master of Science (M.S.), Management
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Finance
Archmere Academy 2002 — 2006
Goldman Sachs June 2015 - Present
Goldman Sachs April 2015 - May 2015
United States Air Force, Space and Missile Systems Center 2013 - April 2015
United States Air Force, Space and Missile Systems Center 2011 - 2013
United States Air Force, Space and Missile Systems Center 2010 - 2011
Manhattan GMAT September 2007 - May 2010
Merrill Lynch May 2007 - August 2007
Skills
Valuation, Competitive Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Data Analysis, Analysis, Economics, Bloomberg, Finance, Team Leadership, Due Diligence, Strategy, Marketing, Business Strategy, Management Consulting, Management, Leadership
Education
New York University 2013 — 2015
Master of Science (M.S.), Management
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Finance
Archmere Academy 2002 — 2006
Susan Glen Susan Glen's Merrill Lynch Experience March 1998 - October 1999
Job Marketing + Designer Programs for Decorist
Industry Internet
Experience
Decorist April 2014 - Present
Slingshot Marketing, Inc. April 2010 - April 2014
Morgan Walke October 1999 - March 2001
Merrill Lynch March 1998 - October 1999
UBS Investment Bank June 1996 - March 1998
Skills
Online Marketing, Business Development, Social Media Marketing, Product Development, Strategic Partnerships, Social Networking, Brand Development, E-commerce, Internet Services, Fundraising, Customer Relations, Strategy, Management
Education
Georgetown University 1988 — 1992
Bachelor's Degree, International Relations and Affairs
George School 1986 — 1988
High School
Decorist April 2014 - Present
Slingshot Marketing, Inc. April 2010 - April 2014
Morgan Walke October 1999 - March 2001
Merrill Lynch March 1998 - October 1999
UBS Investment Bank June 1996 - March 1998
Skills
Online Marketing, Business Development, Social Media Marketing, Product Development, Strategic Partnerships, Social Networking, Brand Development, E-commerce, Internet Services, Fundraising, Customer Relations, Strategy, Management
Education
Georgetown University 1988 — 1992
Bachelor's Degree, International Relations and Affairs
George School 1986 — 1988
High School
Kirsten Fraunces Kirsten Fraunces's Merrill Lynch Experience June 1997 - April 2001
Job Director of Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2002 - Present
Below the Beltway March 2009 - June 2009
The Consultants September 2008 - January 2009
Beach Cops August 2008 - August 2008
Smith College Alumnae Class of 1995 May 2000 - May 2005
Synapse Productions October 1999 - February 2002
Merrill Lynch June 1997 - April 2001
Schroeder Wertheim January 1997 - June 1997
J.P. Morgan Asset Management June 1995 - January 1997
Merrill Lynch January 1994 - June 1994
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
Smith College 1991 — 1995
BA, Mathematics and Music
Georgetown University 1993 — 1993
Math & Business, Summer 1993
Wedbush Securities September 2002 - Present
Below the Beltway March 2009 - June 2009
The Consultants September 2008 - January 2009
Beach Cops August 2008 - August 2008
Smith College Alumnae Class of 1995 May 2000 - May 2005
Synapse Productions October 1999 - February 2002
Merrill Lynch June 1997 - April 2001
Schroeder Wertheim January 1997 - June 1997
J.P. Morgan Asset Management June 1995 - January 1997
Merrill Lynch January 1994 - June 1994
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
Smith College 1991 — 1995
BA, Mathematics and Music
Georgetown University 1993 — 1993
Math & Business, Summer 1993
Jordy Freeman Jordy Freeman's Merrill Lynch Experience March 2012 - March 2013
Job MBA Candidate at Chicago Booth School of Business
Industry International Affairs
Experience
McKinsey & Company June 2015 - August 2015
JPMorgan Chase March 2013 - August 2014
Merrill Lynch March 2012 - March 2013
MUY Pizza October 2010 - March 2012
Brinker International October 2009 - October 2010
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), International Business; Strategic Management; Marketing Management
Georgetown University 2005 — 2009
BA, English; Theatre & Performance Studies
McKinsey & Company June 2015 - August 2015
JPMorgan Chase March 2013 - August 2014
Merrill Lynch March 2012 - March 2013
MUY Pizza October 2010 - March 2012
Brinker International October 2009 - October 2010
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), International Business; Strategic Management; Marketing Management
Georgetown University 2005 — 2009
BA, English; Theatre & Performance Studies
Samuel Edelson's Merrill Lynch Experience June 2003 - September 2003
Job Entrepreneur and Investor
Industry Internet
Experience
Lovely (acquired by RentPath) January 2014 - April 2014
Tripflavor (acquired by ZOZI) January 2011 - April 2013
Airbnb.com May 2010 - September 2010
TA Associates August 2006 - August 2009
Morgan Stanley June 2004 - July 2006
Merrill Lynch June 2003 - September 2003
Education
Stanford University Graduate School of Business 2009 — 2011
Masters in Business Administrations
Georgetown University 2000 — 2004
Bachelor of Arts, Economics
Lovely (acquired by RentPath) January 2014 - April 2014
Tripflavor (acquired by ZOZI) January 2011 - April 2013
Airbnb.com May 2010 - September 2010
TA Associates August 2006 - August 2009
Morgan Stanley June 2004 - July 2006
Merrill Lynch June 2003 - September 2003
Education
Stanford University Graduate School of Business 2009 — 2011
Masters in Business Administrations
Georgetown University 2000 — 2004
Bachelor of Arts, Economics
Tiffany Xie Tiffany Xie's Merrill Lynch Experience September 2014 - Present
Job Vital Vittles Employee at Students of Georgetown, Inc.
Industry
Experience
Students of Georgetown, Inc. June 2015 - Present
Merrill Lynch September 2014 - Present
Massachusetts State House July 2014 - August 2014
Political Research Associates May 2014 - July 2014
Tenacity June 2009 - August 2013
Skills
Blogging, Microsoft Office, Public Speaking, Research, Investments, Teamwork, Nonprofits, Teaching, Fundraising, Customer Service
Education
Edmund A. Walsh School of Foreign Service, Georgetown University 2013 — 2017
Bachelor's Degree, Science, Technology, & International Affairs with a Concentration in Business, Growth, & Development
The Chinese University of Hong Kong 2015 — 2015
Bachelor’s Degree, International Asian Studies Program
The Winsor School 2007 — 2013
High School
Students of Georgetown, Inc. June 2015 - Present
Merrill Lynch September 2014 - Present
Massachusetts State House July 2014 - August 2014
Political Research Associates May 2014 - July 2014
Tenacity June 2009 - August 2013
Skills
Blogging, Microsoft Office, Public Speaking, Research, Investments, Teamwork, Nonprofits, Teaching, Fundraising, Customer Service
Education
Edmund A. Walsh School of Foreign Service, Georgetown University 2013 — 2017
Bachelor's Degree, Science, Technology, & International Affairs with a Concentration in Business, Growth, & Development
The Chinese University of Hong Kong 2015 — 2015
Bachelor’s Degree, International Asian Studies Program
The Winsor School 2007 — 2013
High School
Joe Dinan, CFA, CAIA Joe Dinan, CFA, CAIA's Merrill Lynch Experience 2007 - 2008
Job Portfolio Manager at Financial Engines
Industry Investment Management
Experience
Financial Engines January 2013 - Present
Thornburg Investment Management August 2008 - January 2013
Merrill Lynch 2007 - 2008
Sento Corporation 2006 - 2007
Nova Corporation 2000 - 2002
Skills
Financial Analysis, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 63, Fixed Income, Investments, Strategic Planning, Hedge Funds, Research, Equities, Alternative Investments, Vendor Management, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies
Education
Georgetown University - The McDonough School of Business 2014 — 2016
The University of Texas at Austin 2002 — 2005
Master's Degree, Education Policy
University of Maine 1995 — 2000
Bachelor of Arts (B.A.), Philosophy
Financial Engines January 2013 - Present
Thornburg Investment Management August 2008 - January 2013
Merrill Lynch 2007 - 2008
Sento Corporation 2006 - 2007
Nova Corporation 2000 - 2002
Skills
Financial Analysis, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 63, Fixed Income, Investments, Strategic Planning, Hedge Funds, Research, Equities, Alternative Investments, Vendor Management, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies
Education
Georgetown University - The McDonough School of Business 2014 — 2016
The University of Texas at Austin 2002 — 2005
Master's Degree, Education Policy
University of Maine 1995 — 2000
Bachelor of Arts (B.A.), Philosophy
Alyssa Hill Alyssa Hill's Merrill Lynch Experience September 2008 - May 2009
Job Consultant at Liberty Mutual Insurance
Industry Management Consulting
Experience
Liberty Mutual Insurance August 2015 - Present
Allen Harrison Company June 2014 - August 2014
Barclays Capital 2010 - 2013
Barclays Capital June 2009 - August 2009
Merrill Lynch September 2008 - May 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance, International Business
Liberty Mutual Insurance August 2015 - Present
Allen Harrison Company June 2014 - August 2014
Barclays Capital 2010 - 2013
Barclays Capital June 2009 - August 2009
Merrill Lynch September 2008 - May 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance, International Business
Marc Aqui Marc Aqui's Merrill Lynch Experience 2003 - 2005
Job Principal at Training The Street
Industry Financial Services
Experience
Training The Street 2008 - Present
Merrill Lynch 2003 - 2005
Goldman Sachs 2002 - 2003
Robertson Stephens 2001 - 2002
Skills
Financial Modeling, Transaction Modeling, Teaching, Curriculum Design, Teacher Training, Public Speaking, Corporate Finance, Financial Transactions, Valuation, Program Management, Investments, Equities, Due Diligence, Private Equity, Strategy, Financial Analysis, Investment Banking
Education
Georgetown University 1997 — 2001
B.S. Business Administration, Finance
Training The Street 2008 - Present
Merrill Lynch 2003 - 2005
Goldman Sachs 2002 - 2003
Robertson Stephens 2001 - 2002
Skills
Financial Modeling, Transaction Modeling, Teaching, Curriculum Design, Teacher Training, Public Speaking, Corporate Finance, Financial Transactions, Valuation, Program Management, Investments, Equities, Due Diligence, Private Equity, Strategy, Financial Analysis, Investment Banking
Education
Georgetown University 1997 — 2001
B.S. Business Administration, Finance
Lisa Gu Lisa Gu's Merrill Lynch Experience August 2008 - November 2009
Job Business Development at Supersonic
Industry Marketing and Advertising
Experience
Supersonic August 2015 - Present
Hansoft North America December 2014 - July 2015
Charlotte Russe June 2012 - November 2014
Abercrombie & Fitch June 2011 - March 2012
Target April 2010 - May 2011
Georgetown University Alumni & Student Federal Credit Union September 2006 - December 2009
Merrill Lynch August 2008 - November 2009
Skills
Business Development, Account Management, Sales, Salesforce.com, Forecasting, Analysis, Research, Agile Methodologies, Scrum, B2B, Trade Shows, Planning Budgeting &..., Spanish, Mandarin, Hansoft, Merchandise Planning, Inventory Management, B2C, Project Management, Analytics, Strategy
Education
Georgetown University - The McDonough School of Business
Bachelor of Business Administration (BBA), Finance, International Business
Supersonic August 2015 - Present
Hansoft North America December 2014 - July 2015
Charlotte Russe June 2012 - November 2014
Abercrombie & Fitch June 2011 - March 2012
Target April 2010 - May 2011
Georgetown University Alumni & Student Federal Credit Union September 2006 - December 2009
Merrill Lynch August 2008 - November 2009
Skills
Business Development, Account Management, Sales, Salesforce.com, Forecasting, Analysis, Research, Agile Methodologies, Scrum, B2B, Trade Shows, Planning Budgeting &..., Spanish, Mandarin, Hansoft, Merchandise Planning, Inventory Management, B2C, Project Management, Analytics, Strategy
Education
Georgetown University - The McDonough School of Business
Bachelor of Business Administration (BBA), Finance, International Business
Albert Periu Albert Periu's Merrill Lynch Experience 2003 - 2005
Job Head of Capital Markets, Funding Circle USA
Industry Financial Services
Experience
Funding Circle USA October 2012 - Present
Prolific Interactive April 2013 - January 2015
Telsey Advisory Group January 2012 - October 2012
FBR December 2005 - November 2011
Merrill Lynch 2003 - 2005
Deutsche Bank 2001 - 2003
Skills
Valuation, Financial Modeling, Investment Banking, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, International Business
St. Joseph's High School
Funding Circle USA October 2012 - Present
Prolific Interactive April 2013 - January 2015
Telsey Advisory Group January 2012 - October 2012
FBR December 2005 - November 2011
Merrill Lynch 2003 - 2005
Deutsche Bank 2001 - 2003
Skills
Valuation, Financial Modeling, Investment Banking, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, International Business
St. Joseph's High School
Brendan Lane Brendan Lane's Merrill Lynch Experience June 2006 - August 2006
Job Analyst at Wingspan Investment Management
Industry Investment Management
Experience
Wingspan Investment Management October 2012 - Present
Emrys Partners February 2012 - October 2012
Goldman Sachs February 2010 - February 2012
Perella Weinberg Partners LP 2007 - 2010
Merrill Lynch June 2006 - August 2006
Skills
Equities, Private Equity, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science, Finance & Accounting
Regis High School 1999 — 2003
Wingspan Investment Management October 2012 - Present
Emrys Partners February 2012 - October 2012
Goldman Sachs February 2010 - February 2012
Perella Weinberg Partners LP 2007 - 2010
Merrill Lynch June 2006 - August 2006
Skills
Equities, Private Equity, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science, Finance & Accounting
Regis High School 1999 — 2003
Akshay Bhatia's Merrill Lynch Experience July 2011 - Present
Job Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Bank of America June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Georgetown University Student Investment Fund September 2007 - August 2009
Arête Therapeutics June 2008 - August 2008
Party City May 2008 - August 2008
Washington Hospital July 2005 - August 2007
Montgomery & Co., LLC June 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking, Research, PowerPoint, Public Speaking, Qualitative Research, Market Research, Financial Analysis, Equity Research, Equity Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.Sc.), Finance & International Business
London School of Economics and Political Science 2009 — 2010
General Course, Finance and Government
The Harker School 2003 — 2007
High School Diploma
Merrill Lynch July 2011 - Present
Bank of America June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Georgetown University Student Investment Fund September 2007 - August 2009
Arête Therapeutics June 2008 - August 2008
Party City May 2008 - August 2008
Washington Hospital July 2005 - August 2007
Montgomery & Co., LLC June 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking, Research, PowerPoint, Public Speaking, Qualitative Research, Market Research, Financial Analysis, Equity Research, Equity Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.Sc.), Finance & International Business
London School of Economics and Political Science 2009 — 2010
General Course, Finance and Government
The Harker School 2003 — 2007
High School Diploma
Robyn McBride Robyn McBride's Merrill Lynch Experience February 1996 - March 2000
Job
Industry Banking
Experience
Goldman Sachs April 2000 - June 2003
Merrill Lynch February 1996 - March 2000
JPMorgan Chase 1992 - 1995
Bloomberg LP 1991 - 1992
Education
Georgetown University 1986 — 1990
BSFS, International Politics
Brearley School 1982 — 1986
Goldman Sachs April 2000 - June 2003
Merrill Lynch February 1996 - March 2000
JPMorgan Chase 1992 - 1995
Bloomberg LP 1991 - 1992
Education
Georgetown University 1986 — 1990
BSFS, International Politics
Brearley School 1982 — 1986
Chantal Hall Chantal Hall's Merrill Lynch Experience June 2008 - August 2008
Job Senior Analyst of Strategic Planning & Analysis at J.Crew
Industry Retail
Experience
J.Crew July 2012 - Present
Bank of America Merrill Lynch July 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2009
Bachelor of Science in Business Administration (BSBA), Finance
J.Crew July 2012 - Present
Bank of America Merrill Lynch July 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2009
Bachelor of Science in Business Administration (BSBA), Finance
Stephen Canzona's Merrill Lynch Experience February 2005 - August 2005
Job Associate Director at Navigant
Industry Management Consulting
Experience
Navigant July 2007 - Present
Premier Asset Management LLC June 2006 - August 2006
Merrill Lynch February 2005 - August 2005
Skills
Risk Management, Valuation, Investment Banking, Due Diligence, Analysis, Financial Services, Financial Risk, Banking, Derivatives
Education
Georgetown University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Navigant July 2007 - Present
Premier Asset Management LLC June 2006 - August 2006
Merrill Lynch February 2005 - August 2005
Skills
Risk Management, Valuation, Investment Banking, Due Diligence, Analysis, Financial Services, Financial Risk, Banking, Derivatives
Education
Georgetown University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Dan Dall'Asta Dan Dall'Asta's Merrill Lynch Experience 2011 - 2013
Job VC Senior Associate at Route 66 Ventures
Industry Venture Capital & Private Equity
Experience
RNM Financial June 2015 - Present
DriveWealth May 2015 - Present
Mirror (Vaurum) March 2015 - Present
Payzer November 2014 - Present
Route 66 Ventures, LLC 2013 - Present
Merrill Lynch 2011 - 2013
City Year 2009 - 2010
Stanford Group Company 2007 - 2009
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Due Diligence, Investments, Corporate Finance, Emerging Markets, Financial Analysis, Business Analysis, Equities, Portfolio Management, Forecasting, Market Research, Finance, Strategic Planning, Banking, Entrepreneurship, Financial Services, Start-ups
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, International Finance
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science (BS), Business Administration, Public Policy Analysis
Maastricht University 2006 — 2006
International Business
RNM Financial June 2015 - Present
DriveWealth May 2015 - Present
Mirror (Vaurum) March 2015 - Present
Payzer November 2014 - Present
Route 66 Ventures, LLC 2013 - Present
Merrill Lynch 2011 - 2013
City Year 2009 - 2010
Stanford Group Company 2007 - 2009
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Due Diligence, Investments, Corporate Finance, Emerging Markets, Financial Analysis, Business Analysis, Equities, Portfolio Management, Forecasting, Market Research, Finance, Strategic Planning, Banking, Entrepreneurship, Financial Services, Start-ups
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, International Finance
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science (BS), Business Administration, Public Policy Analysis
Maastricht University 2006 — 2006
International Business
Kwabena Adu-Diawuo Kwabena Adu-Diawuo's Merrill Lynch Experience October 2014 - January 2015
Job Wealth Management Intern at Merrill Lynch
Industry
Experience
Pantheon Ventures June 2015 - August 2015
Merrill Lynch October 2014 - January 2015
Siris Capital Group July 2014 - August 2014
Junior Friends Program September 2011 - September 2012
Office of US Senator John Kerry July 2012 - August 2012
Skills
Leadership, Public Speaking, Highly personable, Teamwork, Research, Microsoft Word, English, Microsoft Excel, Nonprofits, Community Outreach, Volunteer Management, Data Analysis, Higher Education, Spanish
Education
Georgetown University 2013 — 2017
Bachelor, Economics
St. Paul's School in Concord, NH 2009 — 2013
High School
Pantheon Ventures June 2015 - August 2015
Merrill Lynch October 2014 - January 2015
Siris Capital Group July 2014 - August 2014
Junior Friends Program September 2011 - September 2012
Office of US Senator John Kerry July 2012 - August 2012
Skills
Leadership, Public Speaking, Highly personable, Teamwork, Research, Microsoft Word, English, Microsoft Excel, Nonprofits, Community Outreach, Volunteer Management, Data Analysis, Higher Education, Spanish
Education
Georgetown University 2013 — 2017
Bachelor, Economics
St. Paul's School in Concord, NH 2009 — 2013
High School
Tammy Passano Wiggs Tammy Passano Wiggs's Merrill Lynch Experience June 2001 - April 2007
Job Vice President, Equity Trading at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2007 - Present
Merrill Lynch June 2001 - April 2007
Education
The Johns Hopkins University - Carey Business School 2008 — 2012
Master of Business Administration (MBA)
Georgetown University 1997 — 2001
Bachelor of Science (BS), Finance, General
T. Rowe Price July 2007 - Present
Merrill Lynch June 2001 - April 2007
Education
The Johns Hopkins University - Carey Business School 2008 — 2012
Master of Business Administration (MBA)
Georgetown University 1997 — 2001
Bachelor of Science (BS), Finance, General
Luigi Carlo Orlandi's Merrill Lynch Experience 1990 - 1992
Job Principal Special Operations Officer at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation June 2011 - Present
Palladio Finanziaria - Venice Spa December 2007 - December 2009
Mittel Group 2005 - 2006
Lazard 2002 - 2005
Schroder Salomon Smith Barney (Citigroup) 1996 - 2002
IFC - International Finance Corporation 1992 - 1994
Merrill Lynch 1990 - 1992
Skills
Restructuring, Mergers, Business Valuation, Deal Execution, Private Equity, Emerging Markets, Project Finance, Corporate Finance, Acquisitions, Equities, Finance, Investment Banking, Valuation
Education
INSEAD 1994 — 1995
MBA
Georgetown University 1986 — 1990
BSFS cum laude
IFC - International Finance Corporation June 2011 - Present
Palladio Finanziaria - Venice Spa December 2007 - December 2009
Mittel Group 2005 - 2006
Lazard 2002 - 2005
Schroder Salomon Smith Barney (Citigroup) 1996 - 2002
IFC - International Finance Corporation 1992 - 1994
Merrill Lynch 1990 - 1992
Skills
Restructuring, Mergers, Business Valuation, Deal Execution, Private Equity, Emerging Markets, Project Finance, Corporate Finance, Acquisitions, Equities, Finance, Investment Banking, Valuation
Education
INSEAD 1994 — 1995
MBA
Georgetown University 1986 — 1990
BSFS cum laude
Mary Caitlin Maloney Mary Caitlin Maloney's Merrill Lynch Experience June 2014 - August 2014
Job Marketing Associate at The Advisory Board Company
Industry
Experience
The Advisory Board Company August 2015 - Present
Merrill Lynch June 2014 - August 2014
Voxer May 2014 - June 2014
Belly February 2012 - May 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, WordPress, Business Development, Economics, Marketing Research, Social Networking, Customer Service
Education
Georgetown University 2011 — 2015
Bachelor's degree, Economics major, English minor
Villa le Balze - Georgetown University
Art History, History, English, Introduction to Italian
Georgetown University Summer Shakespeare Program
English Literature (British and Commonwealth), Theater
Our Lady of Mercy High School 2005 — 2011
The Advisory Board Company August 2015 - Present
Merrill Lynch June 2014 - August 2014
Voxer May 2014 - June 2014
Belly February 2012 - May 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, WordPress, Business Development, Economics, Marketing Research, Social Networking, Customer Service
Education
Georgetown University 2011 — 2015
Bachelor's degree, Economics major, English minor
Villa le Balze - Georgetown University
Art History, History, English, Introduction to Italian
Georgetown University Summer Shakespeare Program
English Literature (British and Commonwealth), Theater
Our Lady of Mercy High School 2005 — 2011
Sean Hayes Sean Hayes's Merrill Lynch Experience 1998 - 2004
Job Vice President at CBRE
Industry Capital Markets
Experience
CBRE August 2010 - Present
MHM Capital September 2008 - July 2010
FBR Capital Markets August 2005 - August 2008
Merrill Lynch 1998 - 2004
Skills
Commercial Real Estate, Loan Sales, Capital Markets, CMBS, Investment Banking, Fixed Income, Securities, Valuation, Credit Analysis, Financial Advisory, Finance, Hedge Funds, Equities, Mergers & Acquisitions, Financial Modeling, Structured Finance, Investments, Due Diligence, Private Equity, Banking, Financial Analysis, Financial Services, Real Estate, Loans, Alternative Investments, Dispositions, Corporate Finance, Series 7
Education
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Delbarton 1990 — 1994
Chatham Middle School
Chatham Middle School
CBRE August 2010 - Present
MHM Capital September 2008 - July 2010
FBR Capital Markets August 2005 - August 2008
Merrill Lynch 1998 - 2004
Skills
Commercial Real Estate, Loan Sales, Capital Markets, CMBS, Investment Banking, Fixed Income, Securities, Valuation, Credit Analysis, Financial Advisory, Finance, Hedge Funds, Equities, Mergers & Acquisitions, Financial Modeling, Structured Finance, Investments, Due Diligence, Private Equity, Banking, Financial Analysis, Financial Services, Real Estate, Loans, Alternative Investments, Dispositions, Corporate Finance, Series 7
Education
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Delbarton 1990 — 1994
Chatham Middle School
Chatham Middle School
Yekaterina Gourinovitch Yekaterina Gourinovitch's Merrill Lynch Experience June 2011 - December 2011
Job Senior Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2013 - Present
FTI Consulting June 2012 - August 2012
Merrill Lynch June 2011 - December 2011
The Rivers School September 2008 - May 2011
Ivy Insiders May 2010 - August 2010
Skills
Leadership, Data Analysis, Public Speaking, PowerPoint, Strategy, Management Consulting, Research, Financial Modeling, Social Media
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS), Culture & Politics
The Rivers School
L.E.K. Consulting September 2013 - Present
FTI Consulting June 2012 - August 2012
Merrill Lynch June 2011 - December 2011
The Rivers School September 2008 - May 2011
Ivy Insiders May 2010 - August 2010
Skills
Leadership, Data Analysis, Public Speaking, PowerPoint, Strategy, Management Consulting, Research, Financial Modeling, Social Media
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS), Culture & Politics
The Rivers School
Nick Sloan's Merrill Lynch Experience June 2013 - December 2013
Job Intern at Global Strategy Group
Industry
Experience
National Basketball Players Association (NBPA) June 2015 - Present
Global Strategy Group May 2014 - December 2014
Merrill Lynch June 2013 - December 2013
The Colbert Report May 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, Research, Spanish
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Psychology, Government
Maret School 2006 — 2012
National Basketball Players Association (NBPA) June 2015 - Present
Global Strategy Group May 2014 - December 2014
Merrill Lynch June 2013 - December 2013
The Colbert Report May 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, Research, Spanish
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Psychology, Government
Maret School 2006 — 2012
CJ Wilson CJ Wilson's Merrill Lynch Experience 1988 - 1991
Job Independent M&A Advisor
Industry Financial Services
Experience
Florida Equity Partners 2007 - Present
Global Alliance Ltd. 1994 - 2006
Asahi Bank 1991 - 1994
Merrill Lynch 1988 - 1991
JP Morgan 1984 - 1988
Federal Reserve Board 1980 - 1983
Skills
Project Finance, Start-ups, Strategy, Mergers & Acquisitions, Venture Capital, Investments, Investment Banking, Finance, Management, Financial Services, Acquisitions, Private Equity, Fundraising, Negotiation, Due Diligence, Corporate Development
Education
Harvard Business School 1983 — 1985
MBA, General Management
Georgetown University - The McDonough School of Business 1982 — 1982
Accounting
University of Wisconsin-Madison 1976 — 1980
BA, Macro-Economics
City School
Florida Equity Partners 2007 - Present
Global Alliance Ltd. 1994 - 2006
Asahi Bank 1991 - 1994
Merrill Lynch 1988 - 1991
JP Morgan 1984 - 1988
Federal Reserve Board 1980 - 1983
Skills
Project Finance, Start-ups, Strategy, Mergers & Acquisitions, Venture Capital, Investments, Investment Banking, Finance, Management, Financial Services, Acquisitions, Private Equity, Fundraising, Negotiation, Due Diligence, Corporate Development
Education
Harvard Business School 1983 — 1985
MBA, General Management
Georgetown University - The McDonough School of Business 1982 — 1982
Accounting
University of Wisconsin-Madison 1976 — 1980
BA, Macro-Economics
City School
David Russo's Merrill Lynch Experience April 2011 - October 2014
Job
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Merrill Lynch April 2011 - October 2014
Morgan Stanley Smith Barney August 2007 - April 2011
Morgan Stanley Smith Barney August 2006 - August 2007
Thomson Financial August 2005 - August 2006
Thomson Financial March 2003 - August 2005
Evergreen Funds June 2000 - February 2002
FactSet March 1999 - June 2000
Skills
Strategy, Management, Strategic Financial..., Wealth Management, Project Planning, Financial Advisory, Product Development, Mutual Funds, Bloomberg, Series 7, Series 24, Series 66, Investment Advisory..., Financial Planning
Education
Georgetown University - The McDonough School of Business
BSBA
Credit Suisse October 2014 - Present
Merrill Lynch April 2011 - October 2014
Morgan Stanley Smith Barney August 2007 - April 2011
Morgan Stanley Smith Barney August 2006 - August 2007
Thomson Financial August 2005 - August 2006
Thomson Financial March 2003 - August 2005
Evergreen Funds June 2000 - February 2002
FactSet March 1999 - June 2000
Skills
Strategy, Management, Strategic Financial..., Wealth Management, Project Planning, Financial Advisory, Product Development, Mutual Funds, Bloomberg, Series 7, Series 24, Series 66, Investment Advisory..., Financial Planning
Education
Georgetown University - The McDonough School of Business
BSBA
Joe Pollock's Merrill Lynch Experience June 2006 - August 2006
Job Bank of America Merrill Lynch Healthcare Finance
Industry Capital Markets
Experience
Bank of America Merrill Lynch September 2007 - Present
Merrill Lynch June 2006 - August 2006
Friedman Billings Ramsey May 2005 - August 2005
US Treasury Department July 2002 - June 2005
Skills
Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Valuation, Derivatives, Bonds, Securities, Due Diligence, Credit Analysis, Finance, Trading, Healthcare Industry, Private Equity, Financial Structuring, Structured Finance, Series 7, Equity Research, Alternative Investments, Structured Products, Financial Markets
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
University of North Carolina at Wilmington 1999 — 2002
BS, Finance
Bank of America Merrill Lynch September 2007 - Present
Merrill Lynch June 2006 - August 2006
Friedman Billings Ramsey May 2005 - August 2005
US Treasury Department July 2002 - June 2005
Skills
Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Valuation, Derivatives, Bonds, Securities, Due Diligence, Credit Analysis, Finance, Trading, Healthcare Industry, Private Equity, Financial Structuring, Structured Finance, Series 7, Equity Research, Alternative Investments, Structured Products, Financial Markets
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
University of North Carolina at Wilmington 1999 — 2002
BS, Finance
Trevor Gailun's Merrill Lynch Experience 1999 - 2001
Job Director of Research and Trading at Wellesley Investment Partners
Industry Investment Management
Experience
Limbic Investment Research 2009 - 2014
Echo Bridge Capital 2008 - 2009
Essex Investment Management 2006 - 2008
GLG Partners 2001 - 2005
Merrill Lynch 1999 - 2001
Skills
Investment Management, Market Research, Financial Analysis, Behavioral Finance, Analysis, Equities, Trading, Asset Management
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
The Hotchkiss School 1991 — 1995
High School
Limbic Investment Research 2009 - 2014
Echo Bridge Capital 2008 - 2009
Essex Investment Management 2006 - 2008
GLG Partners 2001 - 2005
Merrill Lynch 1999 - 2001
Skills
Investment Management, Market Research, Financial Analysis, Behavioral Finance, Analysis, Equities, Trading, Asset Management
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
The Hotchkiss School 1991 — 1995
High School
Randy Matt's Merrill Lynch Experience March 2004 - February 2007
Job Sr. Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2008 - Present
Compass Brokergae April 2007 - January 2008
Merrill Lynch March 2004 - February 2007
Education
Georgetown University - The McDonough School of Business 1963 — 1967
TIAA-CREF February 2008 - Present
Compass Brokergae April 2007 - January 2008
Merrill Lynch March 2004 - February 2007
Education
Georgetown University - The McDonough School of Business 1963 — 1967
Stephen E. Berube's Merrill Lynch Experience September 1988 - September 1998
Job President at Echo Creek Capital, LLC
Industry Financial Services
Experience
Echo Creek Capital, LLC July 2013 - Present
UBS Financial Services Inc. September 1998 - July 2013
Merrill Lynch September 1988 - September 1998
Skills
Investments, Hedge Funds, Mutual Funds, Trading, Financial Markets, Asset Allocation, Series 7, Alternative Investments, Equities, Portfolio Management, Asset Management, Series 63, Securities, Options, Financial Analysis, Mergers & Acquisitions, Derivatives, Wealth Management, Capital Markets, Fixed Income, Valuation, Retirement Planning
Education
Georgetown University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Echo Creek Capital, LLC July 2013 - Present
UBS Financial Services Inc. September 1998 - July 2013
Merrill Lynch September 1988 - September 1998
Skills
Investments, Hedge Funds, Mutual Funds, Trading, Financial Markets, Asset Allocation, Series 7, Alternative Investments, Equities, Portfolio Management, Asset Management, Series 63, Securities, Options, Financial Analysis, Mergers & Acquisitions, Derivatives, Wealth Management, Capital Markets, Fixed Income, Valuation, Retirement Planning
Education
Georgetown University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Mario Gaztambide's Merrill Lynch Experience April 2000 - January 2007
Job Vice President at LeFrak Organization
Industry Real Estate
Experience
LeFrak Organization February 2007 - Present
Merrill Lynch April 2000 - January 2007
Civic Park Plaza Corp 2000 - 2007
Popular Securities 1997 - 1999
Skills
Real Estate, Property Management, Negotiation, Real Estate Investment, Asset Management, Residential, Budgeting, Contract Negotiation, Real Estate Transactions, New Business Development, Financial Reporting, Financial Modeling, disposition, Disposition, Financial Analysis, Due Diligence, Investments, Asset Managment, Finance, Real Estate Development, Investment Properties, Portfolio Management, Residential Homes, Brokerage, Private Equity, Real Estate Economics, Mergers & Acquisitions, Budgets, Leases, Valuation, Real Estate Financing, Corporate Real Estate, Acquisitions, Apartments, Lease Administration, Commercial Real Estate
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Georgetown University 1993 — 1997
Bachelor of Science, History & Diplomacy
LeFrak Organization February 2007 - Present
Merrill Lynch April 2000 - January 2007
Civic Park Plaza Corp 2000 - 2007
Popular Securities 1997 - 1999
Skills
Real Estate, Property Management, Negotiation, Real Estate Investment, Asset Management, Residential, Budgeting, Contract Negotiation, Real Estate Transactions, New Business Development, Financial Reporting, Financial Modeling, disposition, Disposition, Financial Analysis, Due Diligence, Investments, Asset Managment, Finance, Real Estate Development, Investment Properties, Portfolio Management, Residential Homes, Brokerage, Private Equity, Real Estate Economics, Mergers & Acquisitions, Budgets, Leases, Valuation, Real Estate Financing, Corporate Real Estate, Acquisitions, Apartments, Lease Administration, Commercial Real Estate
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Georgetown University 1993 — 1997
Bachelor of Science, History & Diplomacy
Vinay Swali's Merrill Lynch Experience January 2007 - May 2009
Job Senior Loan Originator at American Dollar Funding
Industry Financial Services
Experience
American Dollar Funding May 2009 - Present
Merrill Lynch January 2007 - May 2009
Skills
Financial Analysis, Investments, Finance, Portfolio Management, Financial Modeling, Microsoft Office, Banking, Risk Management, Equities, Management
Education
Georgetown University 2002 — 2006
BS Business Administration - Finance & International Business, Finance & International Business
Georgetown University - The McDonough School of Business 2002 — 2005
Bachelor of Science, Finance & International Business
American Dollar Funding May 2009 - Present
Merrill Lynch January 2007 - May 2009
Skills
Financial Analysis, Investments, Finance, Portfolio Management, Financial Modeling, Microsoft Office, Banking, Risk Management, Equities, Management
Education
Georgetown University 2002 — 2006
BS Business Administration - Finance & International Business, Finance & International Business
Georgetown University - The McDonough School of Business 2002 — 2005
Bachelor of Science, Finance & International Business
Patrick O'Shea's Merrill Lynch Experience 1999 - 2000
Job Senior Vice President at England & Company
Industry Investment Banking
Experience
England & Company July 2011 - Present
Cora Capital Advisors, LLC July 2010 - July 2011
JPMorgan 2000 - 2009
Merrill Lynch 1999 - 2000
Skills
Mergers, Energy, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Strategy, Valuation
Education
Georgetown University 1995 — 1999
Fordham Prep
England & Company July 2011 - Present
Cora Capital Advisors, LLC July 2010 - July 2011
JPMorgan 2000 - 2009
Merrill Lynch 1999 - 2000
Skills
Mergers, Energy, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Strategy, Valuation
Education
Georgetown University 1995 — 1999
Fordham Prep
Timothy Creedon's Merrill Lynch Experience July 1998 - June 2000
Job Director Of Research at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2011 - Present
Neuberger Berman February 2005 - Present
Lehman Brothers July 2002 - January 2005
Lehman Brothers Communications Fund July 2000 - June 2002
Merrill Lynch July 1998 - June 2000
Education
Georgetown University 1994 — 1998
BSFS, International Economics
Neuberger Berman August 2011 - Present
Neuberger Berman February 2005 - Present
Lehman Brothers July 2002 - January 2005
Lehman Brothers Communications Fund July 2000 - June 2002
Merrill Lynch July 1998 - June 2000
Education
Georgetown University 1994 — 1998
BSFS, International Economics
Gregory Re's Merrill Lynch Experience September 2007 - October 2008
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America June 2010 - Present
Bank of America Merrill Lynch October 2008 - June 2010
Merrill Lynch September 2007 - October 2008
Skills
Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Credit Risk
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S., Finance, Management
Bank of America February 2015 - Present
Bank of America June 2010 - Present
Bank of America Merrill Lynch October 2008 - June 2010
Merrill Lynch September 2007 - October 2008
Skills
Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Credit Risk
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S., Finance, Management
Stephen Rusch's Merrill Lynch Experience May 1996 - February 2003
Job Principal at Piper Jaffray & Co.
Industry Financial Services
Experience
Sagent Advisors Inc. January 2004 - January 2010
Merrill Lynch May 1996 - February 2003
Education
Georgetown University 1991 — 1994
Sagent Advisors Inc. January 2004 - January 2010
Merrill Lynch May 1996 - February 2003
Education
Georgetown University 1991 — 1994
Roger Hochschild's Merrill Lynch Experience 1986 - 1988
Job President and COO at Discover Financial Services
Industry Banking
Experience
Discover Financial Services February 2004 - Present
Morgan Stanley February 2001 - January 2004
MBNA America 1994 - 1998
Booz Allen Hamilton 1991 - 1994
Office of Management and Budget September 1990 - June 1991
Merrill Lynch 1986 - 1988
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Georgetown University 1982 — 1986
Discover Financial Services February 2004 - Present
Morgan Stanley February 2001 - January 2004
MBNA America 1994 - 1998
Booz Allen Hamilton 1991 - 1994
Office of Management and Budget September 1990 - June 1991
Merrill Lynch 1986 - 1988
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Georgetown University 1982 — 1986
Juan (JC) Kreutz's Merrill Lynch Experience 1996 - 1998
Job Executive Director Head of Natural Resource Project Finance at Sumitomo Mitsui Banking Corporation
Industry Investment Banking
Experience
Sumitomo Mitsui Banking Corporation April 2014 - Present
BBVA April 2011 - March 2014
Barclays Capital November 2006 - January 2011
WestLB AG New York Branch 2005 - 2006
Credit Suisse First Boston 1999 - 2004
Merrill Lynch 1996 - 1998
Skills
Investment Banking, Structured Finance, Capital Markets, Corporate Finance, Financial Modeling, Equities, Valuation, Due Diligence, Mergers & Acquisitions, Financial Structuring, Portfolio Management, Project Finance, Risk Management, Bonds, Commodity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, General
Georgetown University 1984 — 1988
BS, Finance
Sumitomo Mitsui Banking Corporation April 2014 - Present
BBVA April 2011 - March 2014
Barclays Capital November 2006 - January 2011
WestLB AG New York Branch 2005 - 2006
Credit Suisse First Boston 1999 - 2004
Merrill Lynch 1996 - 1998
Skills
Investment Banking, Structured Finance, Capital Markets, Corporate Finance, Financial Modeling, Equities, Valuation, Due Diligence, Mergers & Acquisitions, Financial Structuring, Portfolio Management, Project Finance, Risk Management, Bonds, Commodity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, General
Georgetown University 1984 — 1988
BS, Finance
Laura L'Esperance's Merrill Lynch Experience September 2001 - February 2003
Job Senior Vice President, Brand and Communications at The Mission Continues
Industry Nonprofit Organization Management
Experience
The Mission Continues March 2015 - Present
The Mission Continues April 2012 - March 2015
Chartis June 2011 - April 2012
Chartis July 2009 - June 2011
American International Group February 2003 - July 2009
Merrill Lynch September 2001 - February 2003
Skills
Crisis Communications, Corporate Communications, Event Marketing, Internal Communications, Strategic Communications, Global Marketing, Brand Management, Not for Profit, Integrated Marketing, Media Relations, Event Planning, Marketing Communications, Email Marketing, Digital Marketing, Press Releases, Public Relations, Strategy
Education
Georgetown University 1999 — 2001
MBA
Georgetown University - The McDonough School of Business 1999 — 2001
Master of Business Administration (MBA)
The University of Texas at Austin 1986 — 1990
BS, Communications
Stevenson High School
The Mission Continues March 2015 - Present
The Mission Continues April 2012 - March 2015
Chartis June 2011 - April 2012
Chartis July 2009 - June 2011
American International Group February 2003 - July 2009
Merrill Lynch September 2001 - February 2003
Skills
Crisis Communications, Corporate Communications, Event Marketing, Internal Communications, Strategic Communications, Global Marketing, Brand Management, Not for Profit, Integrated Marketing, Media Relations, Event Planning, Marketing Communications, Email Marketing, Digital Marketing, Press Releases, Public Relations, Strategy
Education
Georgetown University 1999 — 2001
MBA
Georgetown University - The McDonough School of Business 1999 — 2001
Master of Business Administration (MBA)
The University of Texas at Austin 1986 — 1990
BS, Communications
Stevenson High School
Paul Fetch, CFA's Merrill Lynch Experience August 2009 - March 2010
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital September 2014 - Present
Indego Africa February 2011 - September 2014
Chilton Investment Company March 2010 - June 2014
Merrill Lynch August 2009 - March 2010
Merrill Lynch August 2006 - August 2009
Education
Georgetown University 2002 — 2006
Bachelor of Science (BS), Finance, History minor
Surveyor Capital September 2014 - Present
Indego Africa February 2011 - September 2014
Chilton Investment Company March 2010 - June 2014
Merrill Lynch August 2009 - March 2010
Merrill Lynch August 2006 - August 2009
Education
Georgetown University 2002 — 2006
Bachelor of Science (BS), Finance, History minor
Joseph Suriani's Merrill Lynch Experience 2008 - 2009
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2012 - Present
Leerink Swann January 2012 - August 2012
Leerink Swann August 2009 - January 2012
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
HSBC Bank plc 2005 - 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, LBO, Corporate Finance, Due Diligence, Financial Analysis, DCF
Education
Georgetown University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Long Beach High School 1997 — 2001
Credit Suisse August 2012 - Present
Leerink Swann January 2012 - August 2012
Leerink Swann August 2009 - January 2012
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
HSBC Bank plc 2005 - 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, LBO, Corporate Finance, Due Diligence, Financial Analysis, DCF
Education
Georgetown University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Long Beach High School 1997 — 2001
Janice Von Bulow's Merrill Lynch Experience January 1996 - February 2002
Job Senior Vice President, Human Resources at First Data Corporation
Industry Financial Services
Experience
First Data Corporation June 2014 - Present
Citi July 2008 - May 2014
Citi January 2009 - July 2009
Citi August 2008 - January 2009
Citi October 2005 - August 2008
Barclays Capital October 2003 - October 2005
Ericcson Mobile Platforms July 2002 - May 2003
Merrill Lynch January 1996 - February 2002
EY September 1985 - December 1995
Skills
Change Management, Talent Management, Mergers, Succession Planning, Capital Markets, Human Resources, Recruiting, Management, Personnel Management, Deferred Compensation, Employee Relations, Mergers & Acquisitions, Strategy, Onboarding, Sourcing, Performance Management, Executive Management
Education
Georgetown University 1980 — 1984
Bachelor of Science (B.S.), Finance, General
First Data Corporation June 2014 - Present
Citi July 2008 - May 2014
Citi January 2009 - July 2009
Citi August 2008 - January 2009
Citi October 2005 - August 2008
Barclays Capital October 2003 - October 2005
Ericcson Mobile Platforms July 2002 - May 2003
Merrill Lynch January 1996 - February 2002
EY September 1985 - December 1995
Skills
Change Management, Talent Management, Mergers, Succession Planning, Capital Markets, Human Resources, Recruiting, Management, Personnel Management, Deferred Compensation, Employee Relations, Mergers & Acquisitions, Strategy, Onboarding, Sourcing, Performance Management, Executive Management
Education
Georgetown University 1980 — 1984
Bachelor of Science (B.S.), Finance, General
Katherine Brogan's Merrill Lynch Experience May 2006 - August 2006
Job Senior Project Coordinator at ACDI/VOCA
Industry Nonprofit Organization Management
Experience
ACDI/VOCA June 2012 - Present
Millennium Challenge Corporation September 2011 - October 2011
FINCA International June 2011 - August 2011
FINCA International February 2011 - June 2011
ACDI/VOCA August 2007 - August 2010
Merrill Lynch May 2006 - August 2006
Byard F. Brogan, Inc. June 2000 - August 2005
Skills
Secret Security..., International..., Microfinance, Agriculture, Risk Management, Strategy, Foreign Policy, Stata, Africa, Economic Development, Policy Analysis, International Relations, Economics, Program Evaluation, Capacity Building, Public Policy, Qualitative Research, Proposal Writing, Human Rights, Value Chain Analysis, Spanish, SPSS, NGOs, Analysis, Program Management, Policy, Public/private..., Community Development, Grants, Civil Society, Grant Writing, Technical Assistance, Sustainable Development, Corporate Social..., Nonprofits, Research, Management
Education
Georgetown University 2010 — 2012
MS, Foreign Service
Hamilton College 2003 — 2007
B.A., Economics, Spanish
University of Pennsylvania 2004 — 2005
Urban Studies
Germantown Academy 1996 — 2003
High School
ACDI/VOCA June 2012 - Present
Millennium Challenge Corporation September 2011 - October 2011
FINCA International June 2011 - August 2011
FINCA International February 2011 - June 2011
ACDI/VOCA August 2007 - August 2010
Merrill Lynch May 2006 - August 2006
Byard F. Brogan, Inc. June 2000 - August 2005
Skills
Secret Security..., International..., Microfinance, Agriculture, Risk Management, Strategy, Foreign Policy, Stata, Africa, Economic Development, Policy Analysis, International Relations, Economics, Program Evaluation, Capacity Building, Public Policy, Qualitative Research, Proposal Writing, Human Rights, Value Chain Analysis, Spanish, SPSS, NGOs, Analysis, Program Management, Policy, Public/private..., Community Development, Grants, Civil Society, Grant Writing, Technical Assistance, Sustainable Development, Corporate Social..., Nonprofits, Research, Management
Education
Georgetown University 2010 — 2012
MS, Foreign Service
Hamilton College 2003 — 2007
B.A., Economics, Spanish
University of Pennsylvania 2004 — 2005
Urban Studies
Germantown Academy 1996 — 2003
High School
Matthew J. Sippel's Merrill Lynch Experience 1994 - 2004
Job Senior Partner at Indus Capital Partners, LLC
Industry Investment Management
Experience
Indus Capital Partners, LLC 2004 - Present
Merrill Lynch 1994 - 2004
Jardine Fleming/Robert Fleming 1988 - 1994
Education
Georgetown University 1982 — 1986
BA
Indus Capital Partners, LLC 2004 - Present
Merrill Lynch 1994 - 2004
Jardine Fleming/Robert Fleming 1988 - 1994
Education
Georgetown University 1982 — 1986
BA
Sterling Seery's Merrill Lynch Experience January 2006 - May 2006
Job Junior Portfolio Manager at CMT Asset Management
Industry Capital Markets
Experience
CMT Asset Management February 2015 - Present
Spot Trading LLC March 2012 - November 2014
IMC Financial Markets May 2011 - February 2012
IMC Financial Markets August 2007 - April 2011
TradeGroup LLC July 2006 - August 2007
Merrill Lynch January 2006 - May 2006
Skills
Trading, Options, Derivatives, Market Making, Equity Derivatives, Equities, Trading Strategies, Volatility, Electronic Trading, Arbitrage, Bloomberg, ORC, ETFs, Trading Systems, Equity Trading, Aqtor, Futures, Proprietary Trading, Hedging, Volatility Arbitrage, Futures Trading, High Frequency Trading, Options Strategies, Special Situations, Automated Trading
Education
Georgetown University 2002 — 2006
BA
The University of Chicago - Booth School of Business 2011 — 2012
MBA Credit, Graduate Student at Large in Business Classes
Oakwood High School 1998 — 2002
College Prep
CMT Asset Management February 2015 - Present
Spot Trading LLC March 2012 - November 2014
IMC Financial Markets May 2011 - February 2012
IMC Financial Markets August 2007 - April 2011
TradeGroup LLC July 2006 - August 2007
Merrill Lynch January 2006 - May 2006
Skills
Trading, Options, Derivatives, Market Making, Equity Derivatives, Equities, Trading Strategies, Volatility, Electronic Trading, Arbitrage, Bloomberg, ORC, ETFs, Trading Systems, Equity Trading, Aqtor, Futures, Proprietary Trading, Hedging, Volatility Arbitrage, Futures Trading, High Frequency Trading, Options Strategies, Special Situations, Automated Trading
Education
Georgetown University 2002 — 2006
BA
The University of Chicago - Booth School of Business 2011 — 2012
MBA Credit, Graduate Student at Large in Business Classes
Oakwood High School 1998 — 2002
College Prep
Kevin Phillips's Merrill Lynch Experience May 2006 - May 2009
Job Managing Director, Joint Global Head of Power & Utilities at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Ann Reynolds's Merrill Lynch Experience June 2008 - August 2008
Job President & CEO at The Reynolds Collection, LLC
Industry Retail
Experience
The Reynolds Collection, LLC June 2012 - Present
Macys.com August 2010 - June 2011
Hudson Advisors, LLC September 2009 - October 2010
Merrill Lynch June 2008 - August 2008
Macy's May 2006 - July 2007
Macy's January 2005 - July 2007
Macy's January 2005 - May 2006
Federated Department Stores July 2003 - January 2005
Skills
Finance, Financial Analysis, Portfolio Management, Cash Management, Financial Modeling, Management, Valuation, Business Strategy, Corporate Finance, Strategy, Investment Banking, Due Diligence, Mergers & Acquisitions, Competitive Analysis
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Georgetown University - The McDonough School of Business 1999 — 2003
BS
The Reynolds Collection, LLC June 2012 - Present
Macys.com August 2010 - June 2011
Hudson Advisors, LLC September 2009 - October 2010
Merrill Lynch June 2008 - August 2008
Macy's May 2006 - July 2007
Macy's January 2005 - July 2007
Macy's January 2005 - May 2006
Federated Department Stores July 2003 - January 2005
Skills
Finance, Financial Analysis, Portfolio Management, Cash Management, Financial Modeling, Management, Valuation, Business Strategy, Corporate Finance, Strategy, Investment Banking, Due Diligence, Mergers & Acquisitions, Competitive Analysis
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Georgetown University - The McDonough School of Business 1999 — 2003
BS
Matthew Korcinsky's Merrill Lynch Experience 2003 - 2004
Job A
Industry Investment Management
Experience
Falcon Waterfree Technologies January 2015 - July 2015
Falcon Waterfree Technologies December 2010 - December 2014
Stephens & Partners, LLC March 2009 - December 2010
Trust Company of the West June 2007 - August 2007
TATA Communications Ltd. (fka VSNL) 2004 - 2006
Merrill Lynch 2003 - 2004
Skills
Mergers & Acquisitions, Mergers, Investment Banking, Strategy, Emerging Markets, Credit Analysis, Fixed Income, Private Equity, Due Diligence, Corporate Finance, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance
Georgetown University - The McDonough School of Business 1999 — 2003
BS in Business Administration, Finance and Management
Falcon Waterfree Technologies January 2015 - July 2015
Falcon Waterfree Technologies December 2010 - December 2014
Stephens & Partners, LLC March 2009 - December 2010
Trust Company of the West June 2007 - August 2007
TATA Communications Ltd. (fka VSNL) 2004 - 2006
Merrill Lynch 2003 - 2004
Skills
Mergers & Acquisitions, Mergers, Investment Banking, Strategy, Emerging Markets, Credit Analysis, Fixed Income, Private Equity, Due Diligence, Corporate Finance, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance
Georgetown University - The McDonough School of Business 1999 — 2003
BS in Business Administration, Finance and Management
Jason Malone's Merrill Lynch Experience January 2006 - August 2011
Job Strategy | Business Development | Entrepreneur
Industry Internet
Experience
TrueCar, Inc. August 2014 - Present
MG Partners January 2013 - Present
Gillum Strategy Partners January 2014 - August 2014
University of Chicago Booth School of Business September 2011 - June 2013
McNally Capital September 2011 - June 2012
Merrill Lynch January 2006 - August 2011
Skills
Investment Banking, Financial Modeling, Mergers & Acquisitions, Private Equity, Valuation, Strategy, Alternative Investments, Financial Analysis, Derivatives, Due Diligence, Venture Capital, Microsoft Excel, Management Consulting, Corporate Finance, Business Development, Digital Marketing, Marketing Strategy, Corporate Partnership..., Strategic Partnerships, Start-ups
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration
Georgetown University 2001 — 2005
Bachelor of Business Administration
TrueCar, Inc. August 2014 - Present
MG Partners January 2013 - Present
Gillum Strategy Partners January 2014 - August 2014
University of Chicago Booth School of Business September 2011 - June 2013
McNally Capital September 2011 - June 2012
Merrill Lynch January 2006 - August 2011
Skills
Investment Banking, Financial Modeling, Mergers & Acquisitions, Private Equity, Valuation, Strategy, Alternative Investments, Financial Analysis, Derivatives, Due Diligence, Venture Capital, Microsoft Excel, Management Consulting, Corporate Finance, Business Development, Digital Marketing, Marketing Strategy, Corporate Partnership..., Strategic Partnerships, Start-ups
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration
Georgetown University 2001 — 2005
Bachelor of Business Administration
Mark LaGratta's Merrill Lynch Experience July 2015 - Present
Job Senior Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Barclays September 2008 - April 2015
Lehman Brothers 1998 - 2008
Skills
Fixed Income, Equities, Investments, Capital Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Financial Modeling, Financial Services
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Georgetown University 1994 — 1998
BA, English
Merrill Lynch July 2015 - Present
Barclays September 2008 - April 2015
Lehman Brothers 1998 - 2008
Skills
Fixed Income, Equities, Investments, Capital Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Financial Modeling, Financial Services
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Georgetown University 1994 — 1998
BA, English
Noel Monteserrato's Merrill Lynch Experience October 2004 - February 2006
Job Manager, LP Services Private Equity at Citi
Industry Accounting
Experience
Citi October 2011 - Present
Citi Private Equity Services, Inc. January 2011 - Present
Citi Private Equity Services, Inc October 2006 - December 2010
Merrill Lynch October 2004 - February 2006
Merrill Lynch February 2001 - October 2004
J. Walter Thompson September 1999 - February 2001
J. Walter Thompson - DeBeers account August 1998 - September 1999
Skills
Finance, Financial Modeling, Budgets, Auditing, Onboarding, Presentations, Accounting, RFP experience, Project Plans, Training Leadership, Investment Banking, Analysis, Financial Audits, General Ledger, Corporate Finance, Due Diligence, Variance Analysis, Private Equity, Financial Analysis, Fund Of Funds, Alternative Investments, Strategic Financial..., Asset Management, Financial Reporting, Portfolio Management, Fund Accounting, Investor Relations
Education
Georgetown University 1994 — 1998
Citi October 2011 - Present
Citi Private Equity Services, Inc. January 2011 - Present
Citi Private Equity Services, Inc October 2006 - December 2010
Merrill Lynch October 2004 - February 2006
Merrill Lynch February 2001 - October 2004
J. Walter Thompson September 1999 - February 2001
J. Walter Thompson - DeBeers account August 1998 - September 1999
Skills
Finance, Financial Modeling, Budgets, Auditing, Onboarding, Presentations, Accounting, RFP experience, Project Plans, Training Leadership, Investment Banking, Analysis, Financial Audits, General Ledger, Corporate Finance, Due Diligence, Variance Analysis, Private Equity, Financial Analysis, Fund Of Funds, Alternative Investments, Strategic Financial..., Asset Management, Financial Reporting, Portfolio Management, Fund Accounting, Investor Relations
Education
Georgetown University 1994 — 1998
Chris York's Merrill Lynch Experience January 2006 - February 2008
Job CoHead Life Sciences at MidCap Financial
Industry Venture Capital & Private Equity
Experience
MidCap Financial February 2009 - Present
BlueCrest Capital Management, LLP March 2008 - January 2009
Merrill Lynch January 2006 - February 2008
Silicon Valley Bank March 2000 - January 2006
Skills
Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Investments, Portfolio Management, Equities, Venture Capital, Financial Analysis
Education
Georgetown University - The McDonough School of Business 1993 — 1997
Bachelor of Science (B.S.), Finance, General
MidCap Financial February 2009 - Present
BlueCrest Capital Management, LLP March 2008 - January 2009
Merrill Lynch January 2006 - February 2008
Silicon Valley Bank March 2000 - January 2006
Skills
Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Investments, Portfolio Management, Equities, Venture Capital, Financial Analysis
Education
Georgetown University - The McDonough School of Business 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Cook Jordan's Merrill Lynch Experience 1975 - 1981
Job MiddleMarket Investment Banking Professional
Industry Investment Banking
Experience
Jordan, Knauff & Company 2001 - Present
Allstate Investments LLC 1988 - 1996
George T. Cook Company 1981 - 1988
Merrill Lynch 1975 - 1981
Skills
Investment Banking, Flow Control, Venture Capital, Mergers & Acquisitions, M&A experience, Mergers, Corporate Development, Private Equity, Negotiation, New Business Development, Start-ups, Investments, Corporate Finance, Financial Analysis, Strategic Planning, Operations Management, Entrepreneurship, Capital Markets, Management Consulting, Risk Management, Energy, Portfolio Management, Strategy, Financial Modeling, Due Diligence, Valuation, Business Strategy
Education
Georgetown University - The McDonough School of Business 1970 — 1974
B.S.B.A., Finance
Jordan, Knauff & Company 2001 - Present
Allstate Investments LLC 1988 - 1996
George T. Cook Company 1981 - 1988
Merrill Lynch 1975 - 1981
Skills
Investment Banking, Flow Control, Venture Capital, Mergers & Acquisitions, M&A experience, Mergers, Corporate Development, Private Equity, Negotiation, New Business Development, Start-ups, Investments, Corporate Finance, Financial Analysis, Strategic Planning, Operations Management, Entrepreneurship, Capital Markets, Management Consulting, Risk Management, Energy, Portfolio Management, Strategy, Financial Modeling, Due Diligence, Valuation, Business Strategy
Education
Georgetown University - The McDonough School of Business 1970 — 1974
B.S.B.A., Finance
Will Cutler's Merrill Lynch Experience June 2004 - August 2004
Job Asset/Development Manager
Industry Commercial Real Estate
Experience
Jones Lang LaSalle July 2013 - April 2015
Cassidy Turley July 2010 - July 2013
CREA LLC June 2008 - July 2010
Sunburst Hospitality August 2006 - June 2008
Merrill Lynch June 2004 - August 2004
Skills
Contract Negotiation, Budgets, Real Estate Development, Commercial Real Estate, Marketing, Time Management, Leases, Negotiation, Real Estate, Value Engineering, Proposal Writing, Purchasing, Portfolio Management, Sales, Analysis, Management, Selling, Property Management, Strategic Planning, Nonprofits, Renovation
Education
Penn State University 2001 — 2005
Bachelor's degree, Hotel Restaurant Administration
Georgetown University
Master of Professional Studies, Real Estate
Jones Lang LaSalle July 2013 - April 2015
Cassidy Turley July 2010 - July 2013
CREA LLC June 2008 - July 2010
Sunburst Hospitality August 2006 - June 2008
Merrill Lynch June 2004 - August 2004
Skills
Contract Negotiation, Budgets, Real Estate Development, Commercial Real Estate, Marketing, Time Management, Leases, Negotiation, Real Estate, Value Engineering, Proposal Writing, Purchasing, Portfolio Management, Sales, Analysis, Management, Selling, Property Management, Strategic Planning, Nonprofits, Renovation
Education
Penn State University 2001 — 2005
Bachelor's degree, Hotel Restaurant Administration
Georgetown University
Master of Professional Studies, Real Estate
Monica DiCenso's Merrill Lynch Experience 2005 - 2005
Job Head of U.S. Equity Strategy, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
Stephen Jonathan's Merrill Lynch Experience 1993 - 2000
Job FX Application Specialist at Bloomberg
Industry Financial Services
Experience
Bloomberg September 2009 - Present
Self-Employed 2008 - 2009
JPMorgan Chase May 2000 - June 2008
Merrill Lynch 1993 - 2000
Citibank December 1983 - August 1993
Citibank, NY 1983 - 1993
Citi 1983 - 1993
Chase World Information Corporation 1978 - 1979
Skills
FX Options, Emerging Markets, Derivatives, Risk Management, Hedging, Foreign Exchange, Currency, Equities, Management, Capital Markets, Bloomberg, Sybase, Valuation, Options
Education
Georgetown University 1971 — 1975
Bloomberg September 2009 - Present
Self-Employed 2008 - 2009
JPMorgan Chase May 2000 - June 2008
Merrill Lynch 1993 - 2000
Citibank December 1983 - August 1993
Citibank, NY 1983 - 1993
Citi 1983 - 1993
Chase World Information Corporation 1978 - 1979
Skills
FX Options, Emerging Markets, Derivatives, Risk Management, Hedging, Foreign Exchange, Currency, Equities, Management, Capital Markets, Bloomberg, Sybase, Valuation, Options
Education
Georgetown University 1971 — 1975
Yuhi York's Merrill Lynch Experience April 2004 - July 2004
Job Assistant Vice President at The Bank of TokyoMitsubishi UFJ, Ltd.
Industry Financial Services
Experience
The Bank of Tokyo-Mitsubishi UFJ, Ltd. January 2013 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2009 - October 2011
KPMG LLP August 2007 - March 2009
Merrill Lynch April 2004 - July 2004
NEO, Antibes, France May 2003 - June 2003
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BSBA
SKEMA Business School
The American School in Switzerland
High School
The Bank of Tokyo-Mitsubishi UFJ, Ltd. January 2013 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2009 - October 2011
KPMG LLP August 2007 - March 2009
Merrill Lynch April 2004 - July 2004
NEO, Antibes, France May 2003 - June 2003
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BSBA
SKEMA Business School
The American School in Switzerland
High School
Marie-Angie Vassallo's Merrill Lynch Experience 1994 - 1997
Job VP/Group Account Director at RAPP
Industry Marketing and Advertising
Experience
RAPP 2014 - Present
vassallo July 2012 - Present
Grey Group 2008 - 2014
Saatchi & Saatchi / Conill Advertising 2005 - 2008
The Vidal Partnership 2001 - 2005
Tsakos Shipping 1997 - 2000
Merrill Lynch 1994 - 1997
Skills
Spanish, French, Greek, Italian, Marketing Communications, Advertising, Marketing Strategy, International Marketing, Marketing, Integrated Marketing, Market Analysis, Management, Digital Marketing, Strategy, Brand Architecture
Education
Georgetown University
B.S., Foreign Service
Institut d'Etudes politiques de Strasbourg
CEP, Certificat d'Etudes Politiques with focus on European Community Law
University of Indiananapolis, Athens Campus
MBA-level coursework
RAPP 2014 - Present
vassallo July 2012 - Present
Grey Group 2008 - 2014
Saatchi & Saatchi / Conill Advertising 2005 - 2008
The Vidal Partnership 2001 - 2005
Tsakos Shipping 1997 - 2000
Merrill Lynch 1994 - 1997
Skills
Spanish, French, Greek, Italian, Marketing Communications, Advertising, Marketing Strategy, International Marketing, Marketing, Integrated Marketing, Market Analysis, Management, Digital Marketing, Strategy, Brand Architecture
Education
Georgetown University
B.S., Foreign Service
Institut d'Etudes politiques de Strasbourg
CEP, Certificat d'Etudes Politiques with focus on European Community Law
University of Indiananapolis, Athens Campus
MBA-level coursework
Liz Mete's Merrill Lynch Experience 2006 - November 2010
Job Financial Analyst at Pension Benefit Guaranty Corporation (PBGC)
Industry Financial Services
Experience
Pension Benefit Guaranty Corporation (PBGC) June 2014 - Present
Wilshire Associates December 2012 - June 2014
Wilshire Associates November 2010 - December 2012
Merrill Lynch 2006 - November 2010
Skills
Fixed Income, Financial Modeling, Emerging Markets, Asset Management, Investments
Education
Georgetown University 2003 — 2007
Finance
Pension Benefit Guaranty Corporation (PBGC) June 2014 - Present
Wilshire Associates December 2012 - June 2014
Wilshire Associates November 2010 - December 2012
Merrill Lynch 2006 - November 2010
Skills
Fixed Income, Financial Modeling, Emerging Markets, Asset Management, Investments
Education
Georgetown University 2003 — 2007
Finance
Jin Woo Park's Merrill Lynch Experience June 2006 - August 2006
Job Senior Financial Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - May 2014
JPMorgan Chase September 2011 - June 2013
JP Morgan Chase August 2009 - August 2011
UBS AG January 2007 - August 2007
Lehman Brothers December 2006 - January 2007
Office of Senator Thomas R. Carper September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Mergers & Acquisitions, Analytics, Finance, Portfolio Management, Equity Research, FX Options, Mutual Funds, Analysis, Equities, Investments, Corporate Finance
Education
Georgetown University
BSBA, Finance and International Business
JPMorgan Chase June 2013 - May 2014
JPMorgan Chase September 2011 - June 2013
JP Morgan Chase August 2009 - August 2011
UBS AG January 2007 - August 2007
Lehman Brothers December 2006 - January 2007
Office of Senator Thomas R. Carper September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Mergers & Acquisitions, Analytics, Finance, Portfolio Management, Equity Research, FX Options, Mutual Funds, Analysis, Equities, Investments, Corporate Finance
Education
Georgetown University
BSBA, Finance and International Business
Paul Quinlan's Merrill Lynch Experience August 2004 - December 2008
Job Managing Director at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group December 2013 - Present
The Blackstone Group June 2010 - December 2013
Bank of America Merrill Lynch January 2009 - October 2010
Merrill Lynch August 2004 - December 2008
PwC September 1999 - July 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Accounting, Finance, Management
Georgetown University 1995 — 1999
BS, Finance
Regis High School 1991 — 1995
The Blackstone Group December 2013 - Present
The Blackstone Group June 2010 - December 2013
Bank of America Merrill Lynch January 2009 - October 2010
Merrill Lynch August 2004 - December 2008
PwC September 1999 - July 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Accounting, Finance, Management
Georgetown University 1995 — 1999
BS, Finance
Regis High School 1991 — 1995
Nicole Buck's Merrill Lynch Experience July 2005 - March 2009
Job
Industry Financial Services
Experience
PJT Partners September 2015 - Present
The Blackstone Group March 2009 - Present
Merrill Lynch July 2005 - March 2009
PricewaterhouseCoopers 1999 - 2004
Skills
Alternative Investments, Financial Modeling, Hedge Funds, Valuation
Education
Georgetown University
PJT Partners September 2015 - Present
The Blackstone Group March 2009 - Present
Merrill Lynch July 2005 - March 2009
PricewaterhouseCoopers 1999 - 2004
Skills
Alternative Investments, Financial Modeling, Hedge Funds, Valuation
Education
Georgetown University
Cary Piligian's Merrill Lynch Experience July 2010 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Merrill Lynch July 2010 - Present
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Katherine Zrike's Merrill Lynch Experience March 1994 - June 2003
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch, Pierce, Fenner & Smith June 2003 - Present
Merrill Lynch March 1994 - June 2003
Shearman and Sterling September 1984 - August 1992
Education
Vanderbilt University Law School 1981 — 1984
JD
Georgetown University 1977 — 1981
BS, Arab Studies/ International Relations
Merrill Lynch, Pierce, Fenner & Smith June 2003 - Present
Merrill Lynch March 1994 - June 2003
Shearman and Sterling September 1984 - August 1992
Education
Vanderbilt University Law School 1981 — 1984
JD
Georgetown University 1977 — 1981
BS, Arab Studies/ International Relations
John Uehlinger's Merrill Lynch Experience May 2007 - August 2007
Job Associate at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
Liberation Capital, LLC March 2012 - October 2013
General Electric June 2008 - March 2012
Merrill Lynch May 2007 - August 2007
Skills
Valuation, Renewable Energy, Private Equity, Financial Modeling, Project Finance, Corporate Finance, Investment Banking, Energy, Financial Analysis, Bloomberg, Due Diligence, Capital Markets
Education
Georgetown University 2004 — 2008
BS, Finance
GE Capital January 2015 - Present
Liberation Capital, LLC March 2012 - October 2013
General Electric June 2008 - March 2012
Merrill Lynch May 2007 - August 2007
Skills
Valuation, Renewable Energy, Private Equity, Financial Modeling, Project Finance, Corporate Finance, Investment Banking, Energy, Financial Analysis, Bloomberg, Due Diligence, Capital Markets
Education
Georgetown University 2004 — 2008
BS, Finance
Jill McGarry's Merrill Lynch Experience March 2003 - March 2008
Job Tour Director
Industry Leisure, Travel & Tourism
Experience
Financial Soundings 2011 - 2011
The Hartford March 2008 - May 2009
Merrill Lynch March 2003 - March 2008
Invesco Ltd. June 1997 - March 2003
State Street June 1993 - June 1997
Putnam Investments January 1992 - June 1993
Watson Wyatt November 1983 - January 1992
U.S. News & World Report February 1981 - November 1983
U.S. Department of State June 1979 - February 1981
Skills
Tour Director, 401(k) / Retirement...
Education
Georgetown University 1977 — 1980
B.A., Government / International Relations
International Tour Management Institute
Financial Soundings 2011 - 2011
The Hartford March 2008 - May 2009
Merrill Lynch March 2003 - March 2008
Invesco Ltd. June 1997 - March 2003
State Street June 1993 - June 1997
Putnam Investments January 1992 - June 1993
Watson Wyatt November 1983 - January 1992
U.S. News & World Report February 1981 - November 1983
U.S. Department of State June 1979 - February 1981
Skills
Tour Director, 401(k) / Retirement...
Education
Georgetown University 1977 — 1980
B.A., Government / International Relations
International Tour Management Institute
Matthew Bouchard's Merrill Lynch Experience August 2011 - July 2013
Job Energy Trading Risk at NextEra Energy
Industry Oil & Energy
Experience
NextEra Energy Resources July 2015 - Present
Play Rugby USA January 2014 - Present
J.P. Morgan July 2013 - July 2015
Merrill Lynch August 2011 - July 2013
New York Mets June 2007 - March 2012
Skills
Series 7, Series 63, Microsoft Excel, Series 65, Microsoft Office, Microsoft Word, PowerPoint, Windows, Research, Outlook, Photoshop, Public Speaking, Thompson One, Bloomberg Terminal, Equity Derivatives, IPV, VBA, Risk Management, Quantitative Analytics, Financial Analysis, Equities, Financial Modeling, Investments, Finance, Fixed Income, Valuation, Investment Banking
Education
Georgetown University 2004 — 2012
Bachelor of Science (BS), Finance
NextEra Energy Resources July 2015 - Present
Play Rugby USA January 2014 - Present
J.P. Morgan July 2013 - July 2015
Merrill Lynch August 2011 - July 2013
New York Mets June 2007 - March 2012
Skills
Series 7, Series 63, Microsoft Excel, Series 65, Microsoft Office, Microsoft Word, PowerPoint, Windows, Research, Outlook, Photoshop, Public Speaking, Thompson One, Bloomberg Terminal, Equity Derivatives, IPV, VBA, Risk Management, Quantitative Analytics, Financial Analysis, Equities, Financial Modeling, Investments, Finance, Fixed Income, Valuation, Investment Banking
Education
Georgetown University 2004 — 2012
Bachelor of Science (BS), Finance
Katherine Henterly's Merrill Lynch Experience February 2012 - May 2012
Job Assistant Content and Merchandising Manager at American Greetings
Industry Retail
Experience
American Greetings July 2015 - Present
Macy's January 2015 - March 2015
Macy's September 2013 - December 2014
Macy's July 2013 - August 2013
Georgetown University April 2012 - May 2013
Rockefeller Financial July 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Minute Men HR Management Services, Inc. May 2010 - August 2010
Skills
Strategy, Analysis, Event Planning, Public Speaking, Sales, Marketing, Leadership
Education
Georgetown University 2009 — 2013
Bachelor of Arts, Economics; Bachelor of Arts, Portuguese
Pontifícia Universidade Católica do Rio de Janeiro 2011 — 2011
Economics and Portuguese; Direct Matriculation: Full course load in Portuguese
American Greetings July 2015 - Present
Macy's January 2015 - March 2015
Macy's September 2013 - December 2014
Macy's July 2013 - August 2013
Georgetown University April 2012 - May 2013
Rockefeller Financial July 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Minute Men HR Management Services, Inc. May 2010 - August 2010
Skills
Strategy, Analysis, Event Planning, Public Speaking, Sales, Marketing, Leadership
Education
Georgetown University 2009 — 2013
Bachelor of Arts, Economics; Bachelor of Arts, Portuguese
Pontifícia Universidade Católica do Rio de Janeiro 2011 — 2011
Economics and Portuguese; Direct Matriculation: Full course load in Portuguese
Rob Zochowski's Merrill Lynch Experience January 2011 - April 2011
Job Alternative Investment Solutions Group GSAM Third Party Distribution
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs May 2012 - August 2014
Goldman Sachs June 2011 - August 2011
Merrill Lynch January 2011 - April 2011
Goldman Sachs & Co New York Securities Division June 2010 - August 2010
Atlantic Health July 2009 - July 2010
Skills
Client Service Oriented, Trading, Securities, Hedge Funds, Equities, Fixed Income, Sales, Series 7, Bloomberg, Emerging Markets, Financial Modeling, Bloomberg Terminal
Education
Georgetown University 2008 — 2012
B.A. Degree, Economics
Delbarton School 2002 — 2008
High School
Goldman Sachs August 2014 - Present
Goldman Sachs May 2012 - August 2014
Goldman Sachs June 2011 - August 2011
Merrill Lynch January 2011 - April 2011
Goldman Sachs & Co New York Securities Division June 2010 - August 2010
Atlantic Health July 2009 - July 2010
Skills
Client Service Oriented, Trading, Securities, Hedge Funds, Equities, Fixed Income, Sales, Series 7, Bloomberg, Emerging Markets, Financial Modeling, Bloomberg Terminal
Education
Georgetown University 2008 — 2012
B.A. Degree, Economics
Delbarton School 2002 — 2008
High School
Joseph Lombard's Merrill Lynch Experience April 2006 - January 2007
Job Partner at Murphy & McGonigle
Industry Law Practice
Experience
Murphy & McGonigle September 2010 - Present
Merrill Lynch April 2006 - January 2007
Wave Securities November 2001 - April 2006
Archipelago Holdings April 2001 - November 2001
US Securities and Exchange Commission July 1999 - March 2001
O'Melveny & Myers April 1995 - July 1999
US Securities and Exchange Commission September 1990 - August 1993
Education
Georgetown University Law Center 1987 — 1990
JD, Law
The London School of Economics and Political Science (LSE) 1986 — 1987
M.Sc. (Econ), International Relations
Georgetown University 1982 — 1986
B.A., Government
Murphy & McGonigle September 2010 - Present
Merrill Lynch April 2006 - January 2007
Wave Securities November 2001 - April 2006
Archipelago Holdings April 2001 - November 2001
US Securities and Exchange Commission July 1999 - March 2001
O'Melveny & Myers April 1995 - July 1999
US Securities and Exchange Commission September 1990 - August 1993
Education
Georgetown University Law Center 1987 — 1990
JD, Law
The London School of Economics and Political Science (LSE) 1986 — 1987
M.Sc. (Econ), International Relations
Georgetown University 1982 — 1986
B.A., Government
Matt Lobron's Merrill Lynch Experience May 2005 - July 2005
Job Senior Vice President, Project Director at Zeckendorf Development
Industry Real Estate
Experience
Zeckendorf Development October 2012 - Present
Extell Development Company April 2007 - October 2012
Extell Development Company July 2006 - April 2007
Merrill Lynch May 2005 - July 2005
Sumitomo Mitsui Banking Corporation December 2001 - June 2004
Sumitomo Mitsui Banking Corporation November 1999 - December 2001
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Masters of Business Administration, Finance, Management
Georgetown University 1995 — 1999
BS/BA, Finance
Zeckendorf Development October 2012 - Present
Extell Development Company April 2007 - October 2012
Extell Development Company July 2006 - April 2007
Merrill Lynch May 2005 - July 2005
Sumitomo Mitsui Banking Corporation December 2001 - June 2004
Sumitomo Mitsui Banking Corporation November 1999 - December 2001
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Masters of Business Administration, Finance, Management
Georgetown University 1995 — 1999
BS/BA, Finance
Maxi Thiels's Merrill Lynch Experience June 2010 - August 2010
Job Lead Production Analyst | Debt & Structured Finance at CBRE
Industry Financial Services
Experience
CBRE July 2014 - Present
Walker & Dunlop June 2013 - July 2014
Walker & Dunlop June 2011 - June 2013
Merrill Lynch June 2010 - August 2010
Skills
Finance, Mortgage Lending, Investments, Underwriting, Commercial Real Estate, Structured Finance, Financial Structuring, Financial Analysis, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Asset Management, Microsoft Excel, Portfolio Management, Real Estate, Commercial Mortgages, Credit Analysis
Education
Georgetown University 2007 — 2011
Bachelor of Arts (BA), American Government and Politics (United States)
The Lovett School 1993 — 2007
CBRE July 2014 - Present
Walker & Dunlop June 2013 - July 2014
Walker & Dunlop June 2011 - June 2013
Merrill Lynch June 2010 - August 2010
Skills
Finance, Mortgage Lending, Investments, Underwriting, Commercial Real Estate, Structured Finance, Financial Structuring, Financial Analysis, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Asset Management, Microsoft Excel, Portfolio Management, Real Estate, Commercial Mortgages, Credit Analysis
Education
Georgetown University 2007 — 2011
Bachelor of Arts (BA), American Government and Politics (United States)
The Lovett School 1993 — 2007
Jon Walters's Merrill Lynch Experience 2007 - 2009
Job The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group 2014 - Present
Sureview Capital 2013 - 2014
Lightyear Capital 2009 - 2011
Merrill Lynch 2007 - 2009
Barclays Capital 2006 - 2007
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
The Blackstone Group 2014 - Present
Sureview Capital 2013 - 2014
Lightyear Capital 2009 - 2011
Merrill Lynch 2007 - 2009
Barclays Capital 2006 - 2007
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
Rob Warman's Merrill Lynch Experience January 1989 - May 1990
Job recon / dividend admin at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2010 - Present
PFPC June 2007 - June 2010
Cardinal Bank February 2006 - June 2007
FBR February 2003 - February 2006
Rushmore Trust & Savings May 1999 - February 2003
CoreStates Bank February 1997 - November 1998
PNC May 1990 - February 1997
Merrill Lynch January 1989 - May 1990
Butcher & Singer March 1986 - December 1988
Education
Georgetown University 1972 — 1977
B.A., English
Bank of New York Mellon June 2010 - Present
PFPC June 2007 - June 2010
Cardinal Bank February 2006 - June 2007
FBR February 2003 - February 2006
Rushmore Trust & Savings May 1999 - February 2003
CoreStates Bank February 1997 - November 1998
PNC May 1990 - February 1997
Merrill Lynch January 1989 - May 1990
Butcher & Singer March 1986 - December 1988
Education
Georgetown University 1972 — 1977
B.A., English
Kaitlin Roe's Merrill Lynch Experience June 2008 - August 2008
Job Manager, Strategy & Corporate Development at Beam Suntory
Industry Wine and Spirits
Experience
Beam Suntory July 2014 - Present
Covanta March 2014 - Present
Covanta Energy August 2012 - Present
Covanta Energy July 2011 - August 2012
Credit Suisse July 2009 - June 2011
Ameriprise Financial Services, Inc. September 2006 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Corporate Development, Business Strategy, Development Strategy, Mergers & Acquisitions, M&A execution, Financial Modeling, Strategic Planning, Financial Analysis, Product Development, M&A experience, Strategic Partnerships, Market Research, Corporate Finance, Valuation, Renewable Energy, Consumer Products, Investment Banking, Strategy, Finance, Analysis, Portfolio Management, Due Diligence, Management
Education
Georgetown University 2005 — 2009
B.S. B.A., Finance and Accounting
University of Oxford 2007 — 2007
Comparative Strategic Management
Beam Suntory July 2014 - Present
Covanta March 2014 - Present
Covanta Energy August 2012 - Present
Covanta Energy July 2011 - August 2012
Credit Suisse July 2009 - June 2011
Ameriprise Financial Services, Inc. September 2006 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Corporate Development, Business Strategy, Development Strategy, Mergers & Acquisitions, M&A execution, Financial Modeling, Strategic Planning, Financial Analysis, Product Development, M&A experience, Strategic Partnerships, Market Research, Corporate Finance, Valuation, Renewable Energy, Consumer Products, Investment Banking, Strategy, Finance, Analysis, Portfolio Management, Due Diligence, Management
Education
Georgetown University 2005 — 2009
B.S. B.A., Finance and Accounting
University of Oxford 2007 — 2007
Comparative Strategic Management
Jay Sparling's Merrill Lynch Experience 1995 - 1996
Job Global Business Development Director at Honeywell
Industry Oil & Energy
Experience
Honeywell 2008 - Present
Victory LLC 2006 - 2008
Invensys Controls 2002 - 2006
Consumers Energy 2002 - 2002
Enron 1999 - 2001
Merrill Lynch 1995 - 1996
United States Marine Corps 1991 - 1995
Education
Georgetown University 1997 — 1999
Master of Business Administration (MBA)
University of Pennsylvania 1987 — 1991
Bachelor of Arts (BA)
Honeywell 2008 - Present
Victory LLC 2006 - 2008
Invensys Controls 2002 - 2006
Consumers Energy 2002 - 2002
Enron 1999 - 2001
Merrill Lynch 1995 - 1996
United States Marine Corps 1991 - 1995
Education
Georgetown University 1997 — 1999
Master of Business Administration (MBA)
University of Pennsylvania 1987 — 1991
Bachelor of Arts (BA)
Tito Citarella's Merrill Lynch Experience 1994 - 2001
Job Chief Operating Officer at Three Corner Global Investors LP
Industry Investment Management
Experience
Three Corner Global Investors LP January 2013 - Present
Hunter Global Investors L.P. 2001 - February 2012
Merrill Lynch 1994 - 2001
KPMG 1990 - 1993
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Finance
Georgetown University 1986 — 1990
BS, Accounting
University of Chicago Graduate School of Business
Three Corner Global Investors LP January 2013 - Present
Hunter Global Investors L.P. 2001 - February 2012
Merrill Lynch 1994 - 2001
KPMG 1990 - 1993
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Finance
Georgetown University 1986 — 1990
BS, Accounting
University of Chicago Graduate School of Business
Sarah Gilkeyson's Merrill Lynch Experience 2009 - Present
Job Client Associate at Merrill Lynch
Industry
Experience
Merrill Lynch 2009 - Present
Education
Georgetown University
Merrill Lynch 2009 - Present
Education
Georgetown University
Owen Sweeney's Merrill Lynch Experience June 2010 - August 2010
Job Education Management Professional
Industry Education Management
Experience
Mathnasium - The Math Learning Center 2013 - Present
Columbia University June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Georgetown University 2008 — 2012
Bachelor of Science (BS), Mathematics
Mathnasium - The Math Learning Center 2013 - Present
Columbia University June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Georgetown University 2008 — 2012
Bachelor of Science (BS), Mathematics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank