Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Mario Butler Mario Butler's Merrill Lynch Experience January 2014 - April 2014
Job President at The Mario Butler Foundation,Visionary, Entrepreneur, Motivational Speaker & Youth Development
Industry Sports
Experience
The Mario Butler Foundation March 2012 - Present
National Football League June 2011 - Present
Merrill Lynch January 2014 - April 2014
Skills
Sports, Sports Management, Sports Marketing, Public Speaking, Athletics, Coaching, Social Media, Event Planning, Event Management, Fitness, Leadership
Education
Georgia Institute of Technology 2007 — 2011
Bachelor's degree, Communication and Media Studies
The Mario Butler Foundation March 2012 - Present
National Football League June 2011 - Present
Merrill Lynch January 2014 - April 2014
Skills
Sports, Sports Management, Sports Marketing, Public Speaking, Athletics, Coaching, Social Media, Event Planning, Event Management, Fitness, Leadership
Education
Georgia Institute of Technology 2007 — 2011
Bachelor's degree, Communication and Media Studies
Scott Wilkins Scott Wilkins's Merrill Lynch Experience July 2012 - November 2012
Job Chief Estimator at Maid Right | Premium Franchise Brands
Industry Marketing and Advertising
Experience
Maid Right Premium Franchise Brands March 2015 - Present
Northwestern Mutual May 2013 - February 2015
Merrill Lynch July 2012 - November 2012
Skills
Financial Services, Strategic Financial..., Risk Management, Wealth Management, Wealth Accumulation, Wealth Preservation..., Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Analysis, Market Research, Sales, Wealth Management..., Wealth Accumulation..., Health Insurance, Estate Planning, Long Term Relationship..., Management, Financial Planning
Education
Georgia Gwinnett College 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
Young Harris College 2007 — 2008
Liberal Arts and Sciences/Liberal Studies
Maid Right Premium Franchise Brands March 2015 - Present
Northwestern Mutual May 2013 - February 2015
Merrill Lynch July 2012 - November 2012
Skills
Financial Services, Strategic Financial..., Risk Management, Wealth Management, Wealth Accumulation, Wealth Preservation..., Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Analysis, Market Research, Sales, Wealth Management..., Wealth Accumulation..., Health Insurance, Estate Planning, Long Term Relationship..., Management, Financial Planning
Education
Georgia Gwinnett College 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
Young Harris College 2007 — 2008
Liberal Arts and Sciences/Liberal Studies
Tommy Isaacs Tommy Isaacs's Merrill Lynch Experience June 2009 - August 2009
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC June 2012 - Present
Segal Advisors July 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S.B.A., Finance, Management
Lord, Abbett & Co. LLC June 2012 - Present
Segal Advisors July 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S.B.A., Finance, Management
Adam Zuckerman Adam Zuckerman's Merrill Lynch Experience May 2006 - August 2006
Job MBA Candidate, Georgia Tech Scheller College of Business Corporate Strategy / Venture Capital / Business Innovation
Industry Legal Services
Experience
ATDC August 2015 - Present
Atlanta Technology Angels April 2015 - Present
AT&T May 2015 - July 2015
CompliancePoint September 2010 - June 2014
Superior Court of Fulton County May 2009 - August 2009
Athens-Clarke County District Attorney May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Strategy, Management, Digital Strategy, Data Analysis, Financial Analysis, Privacy Law, Legal Writing, Legal Research, Legal Compliance, Corporate Law, Direct Marketing, Risk Management, Innovation Management, Corporate Governance, Legal Issues, Corporate Finance, Management Consulting, Contract Negotiation, Consultancy, Statistical Data..., Social Media, Leadership, Microsoft Office, Strategic Planning, Analytics, Problem Solving, Negotiation
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA)
University of Georgia School of Law 2007 — 2010
J.D., Law
University of Georgia - Terry College of Business 2003 — 2007
BBA, Banking and Finance
University of Georgia - Terry College of Business 2003 — 2007
BBA, Economics
ATDC August 2015 - Present
Atlanta Technology Angels April 2015 - Present
AT&T May 2015 - July 2015
CompliancePoint September 2010 - June 2014
Superior Court of Fulton County May 2009 - August 2009
Athens-Clarke County District Attorney May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Strategy, Management, Digital Strategy, Data Analysis, Financial Analysis, Privacy Law, Legal Writing, Legal Research, Legal Compliance, Corporate Law, Direct Marketing, Risk Management, Innovation Management, Corporate Governance, Legal Issues, Corporate Finance, Management Consulting, Contract Negotiation, Consultancy, Statistical Data..., Social Media, Leadership, Microsoft Office, Strategic Planning, Analytics, Problem Solving, Negotiation
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA)
University of Georgia School of Law 2007 — 2010
J.D., Law
University of Georgia - Terry College of Business 2003 — 2007
BBA, Banking and Finance
University of Georgia - Terry College of Business 2003 — 2007
BBA, Economics
Hazel Thakkar Hazel Thakkar's Merrill Lynch Experience June 2012 - August 2012
Job Summer Associate at White & Case LLP
Industry Law Practice
Experience
White & Case LLP May 2015 - Present
United States District Court for the District of Columbia September 2014 - December 2014
Georgetown University Law Center June 2014 - December 2014
K&L Gates July 2014 - July 2014
Federal Trade Commission June 2014 - July 2014
Texas House of Representatives January 2013 - May 2013
University of Houston August 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Organizing for America January 2012 - June 2012
Skills
Legal Research, Legal Writing, Research, Statistics, Analysis, Grassroots Organizing
Education
Georgetown University Law Center 2013 — 2016
Doctor of Law (JD)
University of Houston 2009 — 2013
Bachelor of Science (B.S.), Economics and Political Science, Summa Cum Laude
Dulles High School 2005 — 2009
White & Case LLP May 2015 - Present
United States District Court for the District of Columbia September 2014 - December 2014
Georgetown University Law Center June 2014 - December 2014
K&L Gates July 2014 - July 2014
Federal Trade Commission June 2014 - July 2014
Texas House of Representatives January 2013 - May 2013
University of Houston August 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Organizing for America January 2012 - June 2012
Skills
Legal Research, Legal Writing, Research, Statistics, Analysis, Grassroots Organizing
Education
Georgetown University Law Center 2013 — 2016
Doctor of Law (JD)
University of Houston 2009 — 2013
Bachelor of Science (B.S.), Economics and Political Science, Summa Cum Laude
Dulles High School 2005 — 2009
Edward M Lee, MBA Edward M Lee, MBA's Merrill Lynch Experience July 2007 - August 2007
Job Assistant Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2015 - Present
Bank of America June 2014 - August 2014
Accenture October 2011 - June 2013
Accenture January 2011 - September 2011
Accenture September 2009 - January 2011
Accenture July 2009 - August 2009
Accenture May 2009 - July 2009
Accenture November 2008 - March 2009
Merrill Lynch July 2007 - August 2007
Merrill Lynch May 2007 - June 2007
Skills
Business Analysis, Business Process Design, Financial Modeling, SAP, Management Consulting, SAP ERP, SAP Implementation, Valuation, Business Process, Business Intelligence, Data Analysis, SAP BI, System Deployment, Analysis, Project Management, Training Delivery, Innovation, Problem Solving, Client Facing Skills, Presentations, Consulting, Strategy, Business Process..., Management
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Syracuse University 2004 — 2008
Bachelor of Arts (B.A.), Economics, General Management, Cum Laude
Bank of America June 2015 - Present
Bank of America June 2014 - August 2014
Accenture October 2011 - June 2013
Accenture January 2011 - September 2011
Accenture September 2009 - January 2011
Accenture July 2009 - August 2009
Accenture May 2009 - July 2009
Accenture November 2008 - March 2009
Merrill Lynch July 2007 - August 2007
Merrill Lynch May 2007 - June 2007
Skills
Business Analysis, Business Process Design, Financial Modeling, SAP, Management Consulting, SAP ERP, SAP Implementation, Valuation, Business Process, Business Intelligence, Data Analysis, SAP BI, System Deployment, Analysis, Project Management, Training Delivery, Innovation, Problem Solving, Client Facing Skills, Presentations, Consulting, Strategy, Business Process..., Management
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Syracuse University 2004 — 2008
Bachelor of Arts (B.A.), Economics, General Management, Cum Laude
Thomas Polus Thomas Polus's Merrill Lynch Experience May 2011 - August 2011
Job Agency Portfolio Management Professional Mortgage Passthrough Trading Desk
Industry Financial Services
Experience
Freddie Mac June 2013 - Present
Georgetown University's McDonough School of Business August 2009 - May 2013
Merrill Lynch May 2011 - August 2011
Skills
Finance, Data Analysis, Valuation, Microsoft Excel, Fixed Income, Financial Analysis, Databases, Financial Reporting, Financial Modeling, VBA, Access Database, PowerPoint, Social Networking, Project Management, Minitab, Cold Calling, SQL, Mortgage Industry
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Finance, Operations and Information Management, Finance/OPIM, Senior
Freddie Mac June 2013 - Present
Georgetown University's McDonough School of Business August 2009 - May 2013
Merrill Lynch May 2011 - August 2011
Skills
Finance, Data Analysis, Valuation, Microsoft Excel, Fixed Income, Financial Analysis, Databases, Financial Reporting, Financial Modeling, VBA, Access Database, PowerPoint, Social Networking, Project Management, Minitab, Cold Calling, SQL, Mortgage Industry
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Finance, Operations and Information Management, Finance/OPIM, Senior
Landon Stone Landon Stone's Merrill Lynch Experience July 2006 - September 2011
Job DeMark Analytics, LLC
Industry Financial Services
Experience
DeMark Analytics, LLC November 2013 - Present
CAIS Group September 2011 - November 2013
Merrill Lynch July 2006 - September 2011
Skills
Hedge Funds, Trading, Alternative Investments, Fixed Income, Asset Managment, Fund Of Funds, Securities, Due Diligence, Wealth Management, Strategy, Investments, Equities, FINRA, Asset Management, Private Equity, Investment Management, Series 7, Venture Capital
Education
Georgetown University Law Center 1999 — 2002
JD, Law
Williams College 1993 — 1997
BA, History
DeMark Analytics, LLC November 2013 - Present
CAIS Group September 2011 - November 2013
Merrill Lynch July 2006 - September 2011
Skills
Hedge Funds, Trading, Alternative Investments, Fixed Income, Asset Managment, Fund Of Funds, Securities, Due Diligence, Wealth Management, Strategy, Investments, Equities, FINRA, Asset Management, Private Equity, Investment Management, Series 7, Venture Capital
Education
Georgetown University Law Center 1999 — 2002
JD, Law
Williams College 1993 — 1997
BA, History
Francisco de la Camara's Merrill Lynch Experience December 1985 - September 2014
Job Managing Director at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors September 2014 - Present
Merrill Lynch December 1985 - September 2014
Skills
Wealth Management, Portfolio Management, Investments, Equities, Securities, Estate Planning, Series 7, Alternative Investments, Fixed Income, Asset Allocation, Options, Asset Managment
Education
University of Miami 1984 — 1985
Masters, Business Administration- Finance
Georgia Institute of Technology 1980 — 1984
Information & Computer Science, Artificial Intelligence/Communications
Wells Fargo Advisors September 2014 - Present
Merrill Lynch December 1985 - September 2014
Skills
Wealth Management, Portfolio Management, Investments, Equities, Securities, Estate Planning, Series 7, Alternative Investments, Fixed Income, Asset Allocation, Options, Asset Managment
Education
University of Miami 1984 — 1985
Masters, Business Administration- Finance
Georgia Institute of Technology 1980 — 1984
Information & Computer Science, Artificial Intelligence/Communications
Robert Hawryluk Robert Hawryluk's Merrill Lynch Experience 2006 - 2007
Job Assistant Vice President/Director/Senior Account Lead for Content Strategy at Prudential Advertising
Industry Marketing and Advertising
Experience
Prudential Financial 2008 - Present
Merrill Lynch 2006 - 2007
Jack Ward Digital 2001 - 2005
Global Crossing/Exodus Communications 1999 - 2001
Donaldson, Lufkin and Jenrette - Direct 1998 - 1999
Skills
Marketing Strategy, Integrated Marketing, Marketing Management, CRM, Advertising, Strategy, Marketing, Management, Cross-functional Team..., Segmentation, Digital Marketing, Lead Generation, Online Advertising, Email Marketing, Marketing Communications, Competitive Analysis, Direct Marketing, Social Media Marketing, Product Marketing, Social Media, Project Management, Leadership, Online Marketing, Digital Strategy, Digital Media, Strategic Planning, Finance, Investments, Public Relations, Project Planning
Education
Georgetown University - The McDonough School of Business 1994 — 1998
Upper St. Clair High School
Prudential Financial 2008 - Present
Merrill Lynch 2006 - 2007
Jack Ward Digital 2001 - 2005
Global Crossing/Exodus Communications 1999 - 2001
Donaldson, Lufkin and Jenrette - Direct 1998 - 1999
Skills
Marketing Strategy, Integrated Marketing, Marketing Management, CRM, Advertising, Strategy, Marketing, Management, Cross-functional Team..., Segmentation, Digital Marketing, Lead Generation, Online Advertising, Email Marketing, Marketing Communications, Competitive Analysis, Direct Marketing, Social Media Marketing, Product Marketing, Social Media, Project Management, Leadership, Online Marketing, Digital Strategy, Digital Media, Strategic Planning, Finance, Investments, Public Relations, Project Planning
Education
Georgetown University - The McDonough School of Business 1994 — 1998
Upper St. Clair High School
Kathryn Alberti's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at Jefferies Finance LLC
Industry Financial Services
Experience
Jefferies Finance LLC July 2014 - Present
Cuttone & Co. June 2013 - July 2013
Merrill Lynch May 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Skills
Outlook
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (BS), Finance and International Business
The Taft School 2007 — 2010
Morristown Beard 2005 — 2007
Jefferies Finance LLC July 2014 - Present
Cuttone & Co. June 2013 - July 2013
Merrill Lynch May 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Skills
Outlook
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (BS), Finance and International Business
The Taft School 2007 — 2010
Morristown Beard 2005 — 2007
Giles Santomauro Giles Santomauro's Merrill Lynch Experience August 2009 - February 2010
Job Vice President at Citi
Industry Financial Services
Thomas Spradling Thomas Spradling's Merrill Lynch Experience January 2007 - Present
Job Retired at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
Merrill Lynch May 1971 - December 2006
Education
Georgia Institute of Technology 1958 — 1964
BEE, MSIM
Merrill Lynch January 2007 - Present
Merrill Lynch May 1971 - December 2006
Education
Georgia Institute of Technology 1958 — 1964
BEE, MSIM
Karl Will Karl Will's Merrill Lynch Experience June 2000 - June 2003
Job Founder, Manager at Parche Capital Management, LLC
Industry Investment Management
Experience
Parche Capital Management, LLC July 2012 - Present
Retired and enjoying time with family August 2009 - July 2012
JPMorgan Securities October 2003 - July 2009
Merrill Lynch June 2000 - June 2003
Deutsche Bank Securities May 1995 - June 2000
Credit Suisse First Boston September 1990 - April 1995
US Navy June 1979 - September 1988
Education
Stanford University 1988 — 1990
MBA, Accounting and Finance
Georgia Institute of Technology 1976 — 1980
BNE, Nuclear Engineering
Parche Capital Management, LLC July 2012 - Present
Retired and enjoying time with family August 2009 - July 2012
JPMorgan Securities October 2003 - July 2009
Merrill Lynch June 2000 - June 2003
Deutsche Bank Securities May 1995 - June 2000
Credit Suisse First Boston September 1990 - April 1995
US Navy June 1979 - September 1988
Education
Stanford University 1988 — 1990
MBA, Accounting and Finance
Georgia Institute of Technology 1976 — 1980
BNE, Nuclear Engineering
Nishil Naik Nishil Naik's Merrill Lynch Experience May 2009 - August 2009
Job Business Development Manager at Marben Products
Industry Telecommunications
Experience
Marben Products May 2015 - Present
Siemens Industry May 2012 - May 2015
Comcast May 2011 - December 2011
Merrill Lynch May 2009 - August 2009
NE Technologies May 2006 - August 2008
Skills
Industrial Engineering, Engineering, Supply Chain Management, Sales, Negotiation, Sales Engineering, Energy Management, Manufacturing, Automation, Supply Chain
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering
Oxford University 2010 — 2010
Study Abroad, Industrial Engineering
Marben Products May 2015 - Present
Siemens Industry May 2012 - May 2015
Comcast May 2011 - December 2011
Merrill Lynch May 2009 - August 2009
NE Technologies May 2006 - August 2008
Skills
Industrial Engineering, Engineering, Supply Chain Management, Sales, Negotiation, Sales Engineering, Energy Management, Manufacturing, Automation, Supply Chain
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering
Oxford University 2010 — 2010
Study Abroad, Industrial Engineering
Jorge A. Maldonado Jorge A. Maldonado's Merrill Lynch Experience April 2004 - October 2006
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors December 2006 - May 2014
Merrill Lynch April 2004 - October 2006
Rock Solid Technology, Inc. July 2000 - February 2004
The University of Texas at Austin 1996 - 2001
Jackson Walker LLP July 1997 - June 2000
Coopers & Lybrand March 1993 - December 1995
IBM June 1991 - March 1993
Monsanto Company August 1986 - August 1990
US Army December 1972 - December 1975
Skills
Investments, Financial Advisory, Retirement Planning, Equities, Financial Services, Securities, High Net Worth...
Education
Yale University - Yale School of Management 1990 — 1992
MBA
Georgetown University Law Center 1977 — 1980
JD
The University of Texas at El Paso 1976 — 1977
BBA
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors December 2006 - May 2014
Merrill Lynch April 2004 - October 2006
Rock Solid Technology, Inc. July 2000 - February 2004
The University of Texas at Austin 1996 - 2001
Jackson Walker LLP July 1997 - June 2000
Coopers & Lybrand March 1993 - December 1995
IBM June 1991 - March 1993
Monsanto Company August 1986 - August 1990
US Army December 1972 - December 1975
Skills
Investments, Financial Advisory, Retirement Planning, Equities, Financial Services, Securities, High Net Worth...
Education
Yale University - Yale School of Management 1990 — 1992
MBA
Georgetown University Law Center 1977 — 1980
JD
The University of Texas at El Paso 1976 — 1977
BBA
Walt Henley Walt Henley's Merrill Lynch Experience March 2012 - November 2012
Job Experienced Technology Leader
Industry Retail
Experience
Zebra Technologies April 2015 - Present
Cellular Sales April 2013 - November 2014
Efinity Engineering November 2011 - December 2012
Merrill Lynch March 2012 - November 2012
AireWire, Inc. January 2001 - November 2011
PricewaterhouseCoopers January 1996 - September 2000
Xcellenet 1995 - 1996
Universal Data Consultants/GECITS January 1995 - August 1995
BSG Consulting 1992 - 1994
Inacomp 1989 - 1991
Skills
Network Design, Network Architecture, Wireless Broadband, Direct Sales, Indirect sales, Executive Coaching, Executive Management, Microwave Systems, Carrier Ethernet, Project Implementation, Project Engineering, Organizational..., Business Strategy, New Business Development, Data Center, Routing Protocols, International Project..., Engineering, VoIP, Microwave, Sales, Business Planning, Cisco Technologies, WAN, Unix, Linux, RAN, Income Statement, Windows Server, Infrastructure, Construction, Cellular Communications, Ethernet, WiMAX, IT Strategy, LTE, Telecommunications, Enterprise Software, WiFi, Integration, Program Management, IP, Wireless Networking, Business Development, Project Management, Strategy, Wireless, Networking, Professional Services, Vendor Management
Education
Southern Polytechnic State University 1978 — 1983
BECET, Electrical and Computer Engineering Technology
Georgia Institute of Technology 1975 — 1978
Bachelor's Degree, Electrical and Electronics Engineering
Arlington Schools 1973 — 1975
High School, High school curriculum
Zebra Technologies April 2015 - Present
Cellular Sales April 2013 - November 2014
Efinity Engineering November 2011 - December 2012
Merrill Lynch March 2012 - November 2012
AireWire, Inc. January 2001 - November 2011
PricewaterhouseCoopers January 1996 - September 2000
Xcellenet 1995 - 1996
Universal Data Consultants/GECITS January 1995 - August 1995
BSG Consulting 1992 - 1994
Inacomp 1989 - 1991
Skills
Network Design, Network Architecture, Wireless Broadband, Direct Sales, Indirect sales, Executive Coaching, Executive Management, Microwave Systems, Carrier Ethernet, Project Implementation, Project Engineering, Organizational..., Business Strategy, New Business Development, Data Center, Routing Protocols, International Project..., Engineering, VoIP, Microwave, Sales, Business Planning, Cisco Technologies, WAN, Unix, Linux, RAN, Income Statement, Windows Server, Infrastructure, Construction, Cellular Communications, Ethernet, WiMAX, IT Strategy, LTE, Telecommunications, Enterprise Software, WiFi, Integration, Program Management, IP, Wireless Networking, Business Development, Project Management, Strategy, Wireless, Networking, Professional Services, Vendor Management
Education
Southern Polytechnic State University 1978 — 1983
BECET, Electrical and Computer Engineering Technology
Georgia Institute of Technology 1975 — 1978
Bachelor's Degree, Electrical and Electronics Engineering
Arlington Schools 1973 — 1975
High School, High school curriculum
Casey Arundel Casey Arundel's Merrill Lynch Experience 2012 - 2015
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2015 - Present
Merrill Lynch 2012 - 2015
Cardlytics, Inc. 2010 - 2012
Morgan Stanley 2004 - 2011
Education
Georgia Institute of Technology 2003 — 2007
Bachelor's Degree, Business - Finance and Marketing
Marist School
High School
UBS Wealth Management 2015 - Present
Merrill Lynch 2012 - 2015
Cardlytics, Inc. 2010 - 2012
Morgan Stanley 2004 - 2011
Education
Georgia Institute of Technology 2003 — 2007
Bachelor's Degree, Business - Finance and Marketing
Marist School
High School
Mark Coffin Mark Coffin's Merrill Lynch Experience June 2006 - January 2008
Job CEO at Mark's Model Aircraft
Industry Logistics and Supply Chain
Experience
Mark's Model Aircraft January 2010 - Present
Highgear USA September 2008 - December 2008
Merrill Lynch June 2006 - January 2008
Park Ridge Hospital October 2004 - May 2006
East Carolina University September 1997 - May 2003
Skills
Analysis, Inventory Management, Logistics, Finance, Purchasing, Strategic Financial..., Process Improvement, Retail, Strategic Planning, Data Analysis, Project Management, Management, Program Management, Business Analysis, Leadership
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1988 — 1992
PhD, management science
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1988
mba, management science
Georgia Institute of Technology 1979 — 1983
BS, Mechanical Engineering
Mark's Model Aircraft January 2010 - Present
Highgear USA September 2008 - December 2008
Merrill Lynch June 2006 - January 2008
Park Ridge Hospital October 2004 - May 2006
East Carolina University September 1997 - May 2003
Skills
Analysis, Inventory Management, Logistics, Finance, Purchasing, Strategic Financial..., Process Improvement, Retail, Strategic Planning, Data Analysis, Project Management, Management, Program Management, Business Analysis, Leadership
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1988 — 1992
PhD, management science
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1988
mba, management science
Georgia Institute of Technology 1979 — 1983
BS, Mechanical Engineering
Kaia Tack Kaia Tack's Merrill Lynch Experience September 2012 - February 2013
Job Global Marketing, Managerial Development Program at L'Oreal USA
Industry Marketing and Advertising
Experience
L'Oréal USA July 2015 - Present
TransferWise January 2015 - April 2015
McChrystal Group October 2014 - December 2014
Fuel Pilates April 2012 - December 2014
L'Oréal May 2014 - August 2014
The National Society of Collegiate Scholars August 2013 - April 2014
Wink DC May 2013 - October 2013
Merrill Lynch September 2012 - February 2013
Pennsylvania Ballet August 2009 - June 2011
Fox Searchlight Pictures December 2009 - January 2010
Skills
Fitness, Marketing, Ballet, Social Media, Microsoft Office, Public Speaking, Research, Event Planning, PowerPoint, Microsoft Excel, International Relations, Dance, Spanish, Marketing Communications
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing Major, French Minor
L'Oréal USA July 2015 - Present
TransferWise January 2015 - April 2015
McChrystal Group October 2014 - December 2014
Fuel Pilates April 2012 - December 2014
L'Oréal May 2014 - August 2014
The National Society of Collegiate Scholars August 2013 - April 2014
Wink DC May 2013 - October 2013
Merrill Lynch September 2012 - February 2013
Pennsylvania Ballet August 2009 - June 2011
Fox Searchlight Pictures December 2009 - January 2010
Skills
Fitness, Marketing, Ballet, Social Media, Microsoft Office, Public Speaking, Research, Event Planning, PowerPoint, Microsoft Excel, International Relations, Dance, Spanish, Marketing Communications
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing Major, French Minor
Laura Adamchak's Merrill Lynch Experience June 2012 - August 2012
Job Georgetown MBA 2017 | Pharmaceutical Product Management Focus | Validation Engineering | Biotechnology
Industry Pharmaceuticals
Experience
Merck October 2013 - August 2015
VALSPEC September 2013 - August 2015
Merrill Lynch June 2012 - August 2012
Mack's Pizza of Stone Harbor June 2006 - August 2012
Skills
Chemical Engineering, Time Management, Matlab, MathCAD, Microsoft Excel, Microsoft Word, Manufacturing, Aspen Plus, Software Documentation, Microsoft Office, Access
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Villanova University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering, Bioengineering, Business
Tampa Preparatory School 2005 — 2009
High School Diploma
Merck October 2013 - August 2015
VALSPEC September 2013 - August 2015
Merrill Lynch June 2012 - August 2012
Mack's Pizza of Stone Harbor June 2006 - August 2012
Skills
Chemical Engineering, Time Management, Matlab, MathCAD, Microsoft Excel, Microsoft Word, Manufacturing, Aspen Plus, Software Documentation, Microsoft Office, Access
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Villanova University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering, Bioengineering, Business
Tampa Preparatory School 2005 — 2009
High School Diploma
Jennifer Haskins Jennifer Haskins's Merrill Lynch Experience 2008 - 2010
Job Attorney at Jennifer N. Haskins, Attorney at Law
Industry Law Practice
Experience
Jennifer N. Haskins, Attorney at Law 2010 - Present
Merrill Lynch 2008 - 2010
Skills
Trusts, Wills, Estate Planning, Public Speaking, Estate Law, Marketing, Fundraising, Guardianship, Customer Service, Nonprofits, Strategic Planning, Time Management, Bankruptcy, Legal Writing, Powers of Attorney, Litigation, Civil Litigation, Commercial Litigation, Family Law, Westlaw, Trials, Legal Research, Real Estate Transactions
Education
Mercer University - Walter F. George School of Law 1997 — 2000
Doctor of Law (JD)
Georgia College and State University 1995 — 1997
BBA, Management
Jennifer N. Haskins, Attorney at Law 2010 - Present
Merrill Lynch 2008 - 2010
Skills
Trusts, Wills, Estate Planning, Public Speaking, Estate Law, Marketing, Fundraising, Guardianship, Customer Service, Nonprofits, Strategic Planning, Time Management, Bankruptcy, Legal Writing, Powers of Attorney, Litigation, Civil Litigation, Commercial Litigation, Family Law, Westlaw, Trials, Legal Research, Real Estate Transactions
Education
Mercer University - Walter F. George School of Law 1997 — 2000
Doctor of Law (JD)
Georgia College and State University 1995 — 1997
BBA, Management
Vivek Raju Muppalla (Hiring!!!)'s Merrill Lynch Experience May 2007 - August 2007
Job Senior Engineering Manager at Groupon
Industry Computer Software
Experience
Groupon March 2015 - Present
Groupon March 2014 - March 2015
Groupon December 2012 - March 2014
Microsoft July 2012 - December 2012
Expedia January 2010 - July 2012
Expedia June 2009 - December 2009
Expedia June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Skills
Web Services, REST, Java, XML, SOA, C++, Visual Studio, SQL, Agile Project Management, Oracle, Ruby on Rails, Scalability, Object Oriented Design, Test Automation, Algorithms, Git, Personalization, Sorting, Pricing, Optimization, Hadoop, Testing, SOAP, Ruby, JSON, Redis, Memcached, scala, Scalable Web..., Distributed Systems, Apache Kafka, Online Travel
Education
Georgia Institute of Technology 2006 — 2008
MS, CS
University of Mumbai 2002 — 2006
BE, Computer Engineering
Groupon March 2015 - Present
Groupon March 2014 - March 2015
Groupon December 2012 - March 2014
Microsoft July 2012 - December 2012
Expedia January 2010 - July 2012
Expedia June 2009 - December 2009
Expedia June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Skills
Web Services, REST, Java, XML, SOA, C++, Visual Studio, SQL, Agile Project Management, Oracle, Ruby on Rails, Scalability, Object Oriented Design, Test Automation, Algorithms, Git, Personalization, Sorting, Pricing, Optimization, Hadoop, Testing, SOAP, Ruby, JSON, Redis, Memcached, scala, Scalable Web..., Distributed Systems, Apache Kafka, Online Travel
Education
Georgia Institute of Technology 2006 — 2008
MS, CS
University of Mumbai 2002 — 2006
BE, Computer Engineering
Jeremy Cooley Jeremy Cooley's Merrill Lynch Experience June 2011 - August 2011
Job Lumber Trader
Industry Building Materials
Experience
Georgia-Pacific LLC July 2012 - Present
Merrill Lynch June 2011 - August 2011
Finance Club at Georgia Gwinnett College 2010 - 2011
Panbeater January 2007 - December 2010
Collins Hill Golf Course May 2007 - August 2010
Skills
Microsoft Office, Excel, Word, Access, PowerPoint, MS Project, Cost Accounting, Financial Analysis, Financial Markets, Market Research, Marketing Strategy, Market Planning, Product Marketing, Cash Management, Case Analysis, Customer Service, Customer Relations, Contract Management, Product Management, Event Planning, Event Management, Event Marketing, Supervisory Skills, Entrepreneurship, Team Leadership, Strategy Development, Strategic Thinking, Strategic Analysis, Investment Strategies, Options Strategies, Portfolio Management, Client Acquisition, Data Mining, Data Analysis, Salesforce.com, Bloomberg, Morningstar, Hoovers
Education
Georgia Gwinnett College 2006 — 2011
BBA, Finance
Georgia-Pacific LLC July 2012 - Present
Merrill Lynch June 2011 - August 2011
Finance Club at Georgia Gwinnett College 2010 - 2011
Panbeater January 2007 - December 2010
Collins Hill Golf Course May 2007 - August 2010
Skills
Microsoft Office, Excel, Word, Access, PowerPoint, MS Project, Cost Accounting, Financial Analysis, Financial Markets, Market Research, Marketing Strategy, Market Planning, Product Marketing, Cash Management, Case Analysis, Customer Service, Customer Relations, Contract Management, Product Management, Event Planning, Event Management, Event Marketing, Supervisory Skills, Entrepreneurship, Team Leadership, Strategy Development, Strategic Thinking, Strategic Analysis, Investment Strategies, Options Strategies, Portfolio Management, Client Acquisition, Data Mining, Data Analysis, Salesforce.com, Bloomberg, Morningstar, Hoovers
Education
Georgia Gwinnett College 2006 — 2011
BBA, Finance
Trisha Tan Trisha Tan's Merrill Lynch Experience July 2015 - Present
Job Global Wealth and Investment Management
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - August 2014
Southville International School and Colleges (SISC) August 2011 - July 2013
HSBC September 2009 - May 2011
HSBC August 2007 - August 2009
HSBC May 2006 - July 2007
Skills
Financial Analysis, Project Management, Microsoft Excel, PowerPoint, Auditing, Financial Modeling, Accounting, Strategy, Corporate Finance, Strategic Planning
Education
Georgetown University - The McDonough School of Business
MBA
The London School of Economics and Political Science (LSE)
Bachelor of Science (B.Sc.), Accounting and Finance
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - August 2014
Southville International School and Colleges (SISC) August 2011 - July 2013
HSBC September 2009 - May 2011
HSBC August 2007 - August 2009
HSBC May 2006 - July 2007
Skills
Financial Analysis, Project Management, Microsoft Excel, PowerPoint, Auditing, Financial Modeling, Accounting, Strategy, Corporate Finance, Strategic Planning
Education
Georgetown University - The McDonough School of Business
MBA
The London School of Economics and Political Science (LSE)
Bachelor of Science (B.Sc.), Accounting and Finance
Meghan Herbst Meghan Herbst's Merrill Lynch Experience January 2007 - May 2007
Job Supplier Quality Manager at Schlumberger
Industry Oil & Energy
Experience
Schlumberger December 2013 - Present
Schlumberger July 2012 - December 2013
Schlumberger January 2010 - July 2012
Schlumberger January 2009 - January 2010
Schlumberger July 2007 - December 2008
Merrill Lynch January 2007 - May 2007
Schlumberger May 2006 - August 2006
Honeywell Aerospace May 2005 - August 2005
Honeywell Aerospace May 2004 - August 2004
Skills
Lean Manufacturing, Continuous Improvement, Quality Assurance, Quality Control, Supplier Quality, Management, Six Sigma, Process Engineering, Root Cause Analysis, Process Improvement
Education
Georgia Institute of Technology 2002 — 2007
Bachelor of Science, Industrial Engineering
Schlumberger December 2013 - Present
Schlumberger July 2012 - December 2013
Schlumberger January 2010 - July 2012
Schlumberger January 2009 - January 2010
Schlumberger July 2007 - December 2008
Merrill Lynch January 2007 - May 2007
Schlumberger May 2006 - August 2006
Honeywell Aerospace May 2005 - August 2005
Honeywell Aerospace May 2004 - August 2004
Skills
Lean Manufacturing, Continuous Improvement, Quality Assurance, Quality Control, Supplier Quality, Management, Six Sigma, Process Engineering, Root Cause Analysis, Process Improvement
Education
Georgia Institute of Technology 2002 — 2007
Bachelor of Science, Industrial Engineering
Larry McLean Larry McLean's Merrill Lynch Experience April 1975 - January 1981
Job Senior Vice President, Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2008 - Present
Morgan Stanley Smith Barney January 1981 - May 2008
Merrill Lynch April 1975 - January 1981
Skills
Strategic Financial..., Small Business, Pensions, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Asset Management, Fixed Income, Insurance, Asset Allocation, Team Leadership, Management
Education
Georgia College and State University 1971 — 1972
Organic Chemistry
Kutztown University of Pennsylvania 1966 — 1970
BS, Liberal Arts and Sciences/Liberal Studies
Janney Montgomery Scott January 2008 - Present
Morgan Stanley Smith Barney January 1981 - May 2008
Merrill Lynch April 1975 - January 1981
Skills
Strategic Financial..., Small Business, Pensions, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Asset Management, Fixed Income, Insurance, Asset Allocation, Team Leadership, Management
Education
Georgia College and State University 1971 — 1972
Organic Chemistry
Kutztown University of Pennsylvania 1966 — 1970
BS, Liberal Arts and Sciences/Liberal Studies
O.T. Wells II O.T. Wells II's Merrill Lynch Experience February 2003 - March 2009
Job Chief Procurement Officer at Georgetown University
Industry Higher Education
Experience
Georgetown University September 2015 - Present
AIG January 2013 - September 2015
Bank of America April 2011 - January 2013
MERRILL LYNCH / BANK OF AMERICA March 2009 - April 2011
Merrill Lynch February 2003 - March 2009
Telcordia Technologies June 2000 - March 2003
AT&T Capital-Systems Leasing February 1995 - June 1999
Skills
Contract Negotiation, Procurement, Supply Chain Management, Purchasing, Financial Analysis, Portfolio Management, Due Diligence, Strategic Planning, Sales, Mergers, Public Speaking, Risk Management, Financial Modeling, Change Management, Vendor Management, Project Management, Leadership, Program Management, Analysis, Negotiation, Strategic Sourcing, Strategy, Process Improvement, Investments, Capital Markets, Executive Management, Business Planning, Budgets, Business Strategy, Financial Services, Mergers & Acquisitions, Management, Asset Management, Business Process..., Management Consulting, Team Leadership, Finance, Cross-functional Team..., Securities, Business Analysis, Global Sourcing, Fixed Income, Banking, Business Development, Corporate Finance, Operations Management, Insurance, Forecasting, Start-ups, Equities
Education
Georgetown University Law Center
J.D., Law
Morehouse College
Bachelor of Arts (B.A.), Political Science and Government
Teaneck H.S.
Georgetown University September 2015 - Present
AIG January 2013 - September 2015
Bank of America April 2011 - January 2013
MERRILL LYNCH / BANK OF AMERICA March 2009 - April 2011
Merrill Lynch February 2003 - March 2009
Telcordia Technologies June 2000 - March 2003
AT&T Capital-Systems Leasing February 1995 - June 1999
Skills
Contract Negotiation, Procurement, Supply Chain Management, Purchasing, Financial Analysis, Portfolio Management, Due Diligence, Strategic Planning, Sales, Mergers, Public Speaking, Risk Management, Financial Modeling, Change Management, Vendor Management, Project Management, Leadership, Program Management, Analysis, Negotiation, Strategic Sourcing, Strategy, Process Improvement, Investments, Capital Markets, Executive Management, Business Planning, Budgets, Business Strategy, Financial Services, Mergers & Acquisitions, Management, Asset Management, Business Process..., Management Consulting, Team Leadership, Finance, Cross-functional Team..., Securities, Business Analysis, Global Sourcing, Fixed Income, Banking, Business Development, Corporate Finance, Operations Management, Insurance, Forecasting, Start-ups, Equities
Education
Georgetown University Law Center
J.D., Law
Morehouse College
Bachelor of Arts (B.A.), Political Science and Government
Teaneck H.S.
Eliza DeLaughter's Merrill Lynch Experience January 2008 - April 2008
Job Client Engagement Manager at Cigna
Industry Medical Practice
Experience
Cigna June 2013 - Present
Alliance Physical Therapy December 2009 - June 2013
Erlanger Medical Center April 2008 - November 2009
Merrill Lynch January 2008 - April 2008
Atrium Imaging Group in Georgia January 2005 - December 2007
Georgia Spinal Health & Wellness May 2004 - December 2004
United Way of Northwest Georgia January 2004 - May 2004
The Salvation Army January 2002 - January 2004
Skills
Speak and Write English..., Effective decision..., Strong relationship..., Self-motivated., Healthcare, Hospitals, Healthcare Management, Physician Relations, Pediatrics, Physician Liason, Physical Therapy Sales, Sales, Business Development, Project Management, Team Leadership, Marketing Strategy, Bilingual-English/Spanis..., Human Resources, Clinical Research, Management, Marketing, Program Management, Research, Training, Budgets, Leadership, Strategic Planning, Team Building, Strategy, Process Improvement, Marketing Communications, Public Relations, Event Planning, Start-ups, Building Relationships, Relationship Marketing
Education
Dalton State College 2002 — 2006
Bachelor of Science, Marketing Systems
Georgia Northwestern Technical College 1999 — 2001
Associate of Science (A.S.), Associate in Secretarial Science
Cigna June 2013 - Present
Alliance Physical Therapy December 2009 - June 2013
Erlanger Medical Center April 2008 - November 2009
Merrill Lynch January 2008 - April 2008
Atrium Imaging Group in Georgia January 2005 - December 2007
Georgia Spinal Health & Wellness May 2004 - December 2004
United Way of Northwest Georgia January 2004 - May 2004
The Salvation Army January 2002 - January 2004
Skills
Speak and Write English..., Effective decision..., Strong relationship..., Self-motivated., Healthcare, Hospitals, Healthcare Management, Physician Relations, Pediatrics, Physician Liason, Physical Therapy Sales, Sales, Business Development, Project Management, Team Leadership, Marketing Strategy, Bilingual-English/Spanis..., Human Resources, Clinical Research, Management, Marketing, Program Management, Research, Training, Budgets, Leadership, Strategic Planning, Team Building, Strategy, Process Improvement, Marketing Communications, Public Relations, Event Planning, Start-ups, Building Relationships, Relationship Marketing
Education
Dalton State College 2002 — 2006
Bachelor of Science, Marketing Systems
Georgia Northwestern Technical College 1999 — 2001
Associate of Science (A.S.), Associate in Secretarial Science
Nicole Allain-Stockton Nicole Allain-Stockton's Merrill Lynch Experience June 2014 - August 2014
Job Financial Markets Advisory Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2015 - Present
Students of Georgetown, Inc. March 2014 - April 2015
Georgetown University Alumni & Student Federal Credit Union January 2012 - March 2015
Merrill Lynch June 2014 - August 2014
Zeeba Investment Group LLC November 2011 - January 2014
Georgetown University Investment Office January 2013 - May 2013
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and International Business
University of Oxford 2013 — 2013
Comparative Strategic Management Study Abroad Program, Study Abroad Program
The American School in London 2009 — 2011
High School
American School of Paris 2007 — 2009
High School
BlackRock August 2015 - Present
Students of Georgetown, Inc. March 2014 - April 2015
Georgetown University Alumni & Student Federal Credit Union January 2012 - March 2015
Merrill Lynch June 2014 - August 2014
Zeeba Investment Group LLC November 2011 - January 2014
Georgetown University Investment Office January 2013 - May 2013
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and International Business
University of Oxford 2013 — 2013
Comparative Strategic Management Study Abroad Program, Study Abroad Program
The American School in London 2009 — 2011
High School
American School of Paris 2007 — 2009
High School
Eunice Chin's Merrill Lynch Experience February 2013 - May 2013
Job Assistant Online Merchant at Abercrombie & Fitch
Industry Retail
Experience
Abercrombie & Fitch June 2014 - Present
McDonough Global Student Association November 2011 - May 2014
Perry Ellis International June 2013 - August 2013
MyDROBE June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
Georgetown University's McDonough School of Business October 2011 - December 2012
Giorgio Armani June 2012 - August 2012
Georgetown Program Board January 2011 - January 2012
Learning Enterprises Organization July 2011 - August 2011
Johnson Matthey June 2011 - July 2011
Skills
Market Research, Microsoft Office, Microsoft Excel, Chinese, Korean, IBM Websphere Commerce, Demandware, Business Strategy, New Business Development, International Business, Online Merchandising, Event Planning
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance; Management, Leadership, and Innovation; Psychology
Shanghai American School 2007 — 2010
Abercrombie & Fitch June 2014 - Present
McDonough Global Student Association November 2011 - May 2014
Perry Ellis International June 2013 - August 2013
MyDROBE June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
Georgetown University's McDonough School of Business October 2011 - December 2012
Giorgio Armani June 2012 - August 2012
Georgetown Program Board January 2011 - January 2012
Learning Enterprises Organization July 2011 - August 2011
Johnson Matthey June 2011 - July 2011
Skills
Market Research, Microsoft Office, Microsoft Excel, Chinese, Korean, IBM Websphere Commerce, Demandware, Business Strategy, New Business Development, International Business, Online Merchandising, Event Planning
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance; Management, Leadership, and Innovation; Psychology
Shanghai American School 2007 — 2010
Jordan Crews's Merrill Lynch Experience 2006 - 2008
Job Professor at African Renewal University (Kampala, Uganda)
Industry Religious Institutions
Experience
African Renewal University October 2014 - Present
Crews Capital January 2010 - December 2014
Lowndes High School June 2013 - May 2014
The Covenant School of Dallas January 2010 - May 2013
King and Spalding 2008 - 2009
Merrill Lynch 2006 - 2008
Chicago Cubs 2005 - 2006
Skills
Financial Analysis, Proprietary Trading, Stock Trading, Trading Strategies, Equity Trading, Trading Systems, Baseball, Public Speaking, Investments, Financial Modeling, Equities
Education
The Southern Baptist Theological Seminary 2014 — 2016
Master's Degree, Divinity
Redeemer Theological Seminary 2010 — 2013
Master of Arts (MA), Religion
Georgia Institute of Technology 2001 — 2005
Bachelor of Science (BS), Management, Finance
African Renewal University October 2014 - Present
Crews Capital January 2010 - December 2014
Lowndes High School June 2013 - May 2014
The Covenant School of Dallas January 2010 - May 2013
King and Spalding 2008 - 2009
Merrill Lynch 2006 - 2008
Chicago Cubs 2005 - 2006
Skills
Financial Analysis, Proprietary Trading, Stock Trading, Trading Strategies, Equity Trading, Trading Systems, Baseball, Public Speaking, Investments, Financial Modeling, Equities
Education
The Southern Baptist Theological Seminary 2014 — 2016
Master's Degree, Divinity
Redeemer Theological Seminary 2010 — 2013
Master of Arts (MA), Religion
Georgia Institute of Technology 2001 — 2005
Bachelor of Science (BS), Management, Finance
Robert Whelen Robert Whelen's Merrill Lynch Experience June 2013 - February 2014
Job Performance Analyst at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management September 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Merrill Lynch June 2013 - February 2014
LPL Financial April 2012 - October 2012
Northwestern Mutual December 2011 - March 2012
Georgia Institute of Technology August 2007 - December 2011
US Navy August 2007 - October 2011
Skills
Investments, Financial Analysis, Time Management, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Microsoft Word, Access, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Customer Service, Project Planning, Six Sigma, Program Management, Charismatic Leadership, Risk Management, Finance, Operations Management, Budgets, Management, Team Building, Financial Modeling, Training
Education
Georgia Institute of Technology 2008 — 2011
BSBA, Business Finance
Wake Forest University 2008 — 2008
ECON
Brandywine Global Investment Management September 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Merrill Lynch June 2013 - February 2014
LPL Financial April 2012 - October 2012
Northwestern Mutual December 2011 - March 2012
Georgia Institute of Technology August 2007 - December 2011
US Navy August 2007 - October 2011
Skills
Investments, Financial Analysis, Time Management, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Microsoft Word, Access, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Customer Service, Project Planning, Six Sigma, Program Management, Charismatic Leadership, Risk Management, Finance, Operations Management, Budgets, Management, Team Building, Financial Modeling, Training
Education
Georgia Institute of Technology 2008 — 2011
BSBA, Business Finance
Wake Forest University 2008 — 2008
ECON
Derick Burgher Derick Burgher's Merrill Lynch Experience September 1988 - April 1990
Job Fixed Income Derivatives Sales, Trading and Research
Industry Banking
Experience
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital 1990 - October 2008
RBS Greenwich Capital January 2000 - January 2008
RBS 2000 - 2008
Global Head of Futures, Greenwich Capital Markets January 1996 - January 2000
Greenwich Capital Institutional Futures Sales January 1990 - January 1996
Merrill Lynch September 1988 - April 1990
Merrill Lynch Capital Markets January 1986 - January 1990
Skills
Derivatives, Series 24, Options, Fixed Income, Trading, Swaps, Commodity, Hedge Funds, Alternative Investments, Portfolio Management, Options Strategies, Bonds, Rates, Banking, Back Office, Bloomberg, Capital Markets, Financial Markets, Asset Management, Hedging
Education
Georgia Institute of Technology - Georgia Tech College of Management 1974 — 1979
B.S., economics/finance
Georgia Institute of Technology
B.S, Industrial Management
The South Kent School 1970 — 1974
prep
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital 1990 - October 2008
RBS Greenwich Capital January 2000 - January 2008
RBS 2000 - 2008
Global Head of Futures, Greenwich Capital Markets January 1996 - January 2000
Greenwich Capital Institutional Futures Sales January 1990 - January 1996
Merrill Lynch September 1988 - April 1990
Merrill Lynch Capital Markets January 1986 - January 1990
Skills
Derivatives, Series 24, Options, Fixed Income, Trading, Swaps, Commodity, Hedge Funds, Alternative Investments, Portfolio Management, Options Strategies, Bonds, Rates, Banking, Back Office, Bloomberg, Capital Markets, Financial Markets, Asset Management, Hedging
Education
Georgia Institute of Technology - Georgia Tech College of Management 1974 — 1979
B.S., economics/finance
Georgia Institute of Technology
B.S, Industrial Management
The South Kent School 1970 — 1974
prep
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
Arthur Povlot Arthur Povlot's Merrill Lynch Experience 1987 - 1989
Job Account Manager at Orange Business Services
Industry Computer Software
Experience
Orange Business Services July 2013 - Present
Designated Staffing March 2013 - July 2013
eMailSignature North America August 2011 - March 2013
Tescom Software Systems Testing August 2000 - July 2011
Macdonald Consulting Group 1998 - 2000
PCD Integration 1992 - 1998
Merrill Lynch 1987 - 1989
Skills
Cloud Computing, Strategy, CRM, Solution Selling, Account Management, Business Development, Sales Management, SaaS, Strategic Partnerships, Management, Salesforce.com, Sales, Leadership, Mobile Devices, Networking, Strategic Planning, Program Management
Education
Georgia Institute of Technology 1984 — 1989
BS, Management
Orange Business Services July 2013 - Present
Designated Staffing March 2013 - July 2013
eMailSignature North America August 2011 - March 2013
Tescom Software Systems Testing August 2000 - July 2011
Macdonald Consulting Group 1998 - 2000
PCD Integration 1992 - 1998
Merrill Lynch 1987 - 1989
Skills
Cloud Computing, Strategy, CRM, Solution Selling, Account Management, Business Development, Sales Management, SaaS, Strategic Partnerships, Management, Salesforce.com, Sales, Leadership, Mobile Devices, Networking, Strategic Planning, Program Management
Education
Georgia Institute of Technology 1984 — 1989
BS, Management
Thomas Liguori's Merrill Lynch Experience January 2009 - April 2010
Job Financial Planning Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing April 2010 - Present
Merrill Lynch January 2009 - April 2010
Skills
Financial Analysis, Strategic Financial..., Wealth Management, Financial Planning, Finance, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2006 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Boeing April 2010 - Present
Merrill Lynch January 2009 - April 2010
Skills
Financial Analysis, Strategic Financial..., Wealth Management, Financial Planning, Finance, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2006 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Alex Terry Alex Terry's Merrill Lynch Experience May 2012 - July 2012
Job Performance Improvement Consultant at EY
Industry Management Consulting
Experience
EY August 2014 - Present
Georgia Institute of Technology August 2013 - May 2014
Georgia Institute of Technology September 2012 - September 2013
JPMorgan Chase June 2013 - August 2013
Georgia Institute of Technology August 2012 - May 2013
Merrill Lynch May 2012 - July 2012
Skills
Python, SQL, Matlab, Minitab, Database Systems, Linear Programming, Stochastic Processes, Operations Research, PowerPoint, Regression Analysis, Arena Simulation..., Microsoft Excel, XML, Mathematica, Mathematical Modeling, Queuing, Process Optimization, HTML 5, Econometrics, Inventory Management, GAMS, Queuing Theory, C++, Integer Programming, Eviews, Game Theory, Java, Dynamic Programming, Stochastic Systems, Logistics Networks, Economic Forecasting, Perl, Microsoft Office, Data Analysis, Leadership, Hadoop, Apache Pig, Hive, Digital Marketing, Machine Learning, Big Data Analytics, Microsoft Word, Research, Management, Tableau, Adobe Marketing Cloud
Education
Georgia Institute of Technology 2011 — 2014
B.S. Industrial and Systems Engineering, Supply Chain Engineering, 4.0
EY August 2014 - Present
Georgia Institute of Technology August 2013 - May 2014
Georgia Institute of Technology September 2012 - September 2013
JPMorgan Chase June 2013 - August 2013
Georgia Institute of Technology August 2012 - May 2013
Merrill Lynch May 2012 - July 2012
Skills
Python, SQL, Matlab, Minitab, Database Systems, Linear Programming, Stochastic Processes, Operations Research, PowerPoint, Regression Analysis, Arena Simulation..., Microsoft Excel, XML, Mathematica, Mathematical Modeling, Queuing, Process Optimization, HTML 5, Econometrics, Inventory Management, GAMS, Queuing Theory, C++, Integer Programming, Eviews, Game Theory, Java, Dynamic Programming, Stochastic Systems, Logistics Networks, Economic Forecasting, Perl, Microsoft Office, Data Analysis, Leadership, Hadoop, Apache Pig, Hive, Digital Marketing, Machine Learning, Big Data Analytics, Microsoft Word, Research, Management, Tableau, Adobe Marketing Cloud
Education
Georgia Institute of Technology 2011 — 2014
B.S. Industrial and Systems Engineering, Supply Chain Engineering, 4.0
Irv Silver Irv Silver's Merrill Lynch Experience October 1977 - November 2010
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2010 - Present
Merrill Lynch October 1977 - November 2010
US Navy June 1972 - October 1977
Education
Georgia Institute of Technology 1968 — 1972
BSIM, Industrial Management
UBS Financial Services November 2010 - Present
Merrill Lynch October 1977 - November 2010
US Navy June 1972 - October 1977
Education
Georgia Institute of Technology 1968 — 1972
BSIM, Industrial Management
Niv Persaud, CFP®, CDFA™, CRPC®'s Merrill Lynch Experience 2002 - 2005
Job
Industry Financial Services
Experience
Transition Planning & Guidance, LLC 2010 - Present
Commerzbank AG 2005 - 2009
Merrill Lynch 2002 - 2005
Korn/Ferry International 2000 - 2001
Northern Trust Retirement Consulting 1996 - 2000
Various Healthcare Management Consulting Firms 1990 - 1996
Skills
Strategic Planning, Personal Finance, New Business Development, Business Strategy, Executive Coaching, Personal Development, Career Transitions, Strategic Financial..., Public Speaking, Strategy, Finance, Start-ups, Leadership Development, Leadership, Management, CRM, Business Development, Executive Management, Portfolio Management, Change Management, Consulting, Coaching, Financial Services, Project Management, Business Process, Mergers & Acquisitions, Financial Planning
Education
Georgia Institute of Technology 1985 — 1990
BIE
Transition Planning & Guidance, LLC 2010 - Present
Commerzbank AG 2005 - 2009
Merrill Lynch 2002 - 2005
Korn/Ferry International 2000 - 2001
Northern Trust Retirement Consulting 1996 - 2000
Various Healthcare Management Consulting Firms 1990 - 1996
Skills
Strategic Planning, Personal Finance, New Business Development, Business Strategy, Executive Coaching, Personal Development, Career Transitions, Strategic Financial..., Public Speaking, Strategy, Finance, Start-ups, Leadership Development, Leadership, Management, CRM, Business Development, Executive Management, Portfolio Management, Change Management, Consulting, Coaching, Financial Services, Project Management, Business Process, Mergers & Acquisitions, Financial Planning
Education
Georgia Institute of Technology 1985 — 1990
BIE
Asif Khan, CFA, CAIA, CQF Asif Khan, CFA, CAIA, CQF's Merrill Lynch Experience June 2000 - January 2001
Job Expert Advisor, Model Risk at Platinion North America – A company of the Boston Consulting Group
Industry Banking
Experience
Platinion North America – A company of the Boston Consulting Group August 2014 - Present
Bank of America September 2013 - August 2014
Deutsche Bank June 2011 - December 2011
Royal Bank of Scotland June 2010 - March 2011
Arab Banking Corporation January 2008 - March 2010
Morgan Stanley September 2002 - May 2007
Lehman Brothers August 2001 - September 2002
Credit Suisse First Boston February 2001 - May 2001
Merrill Lynch June 2000 - January 2001
Goldman Sachs, New York, NY September 1996 - June 2000
Skills
Risk Management, Equity Research, Portfolio Management, Investment Banking, Financial Risk, Market Risk, Credit Risk, Equity Valuation, Trading, Financial Modeling, Quantitative Finance, ETFs, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, Equity Derivatives, FX Options, Fixed Income, Credit Derivatives, Structured Products, Commodity, Emerging Markets, Business Analysis, Change Management, Project Management
Education
Georgia Institute of Technology
MBA, Finance/Accounting
Georgia Institute of Technology
Master's degree, Business Administration and Management, General
Platinion North America – A company of the Boston Consulting Group August 2014 - Present
Bank of America September 2013 - August 2014
Deutsche Bank June 2011 - December 2011
Royal Bank of Scotland June 2010 - March 2011
Arab Banking Corporation January 2008 - March 2010
Morgan Stanley September 2002 - May 2007
Lehman Brothers August 2001 - September 2002
Credit Suisse First Boston February 2001 - May 2001
Merrill Lynch June 2000 - January 2001
Goldman Sachs, New York, NY September 1996 - June 2000
Skills
Risk Management, Equity Research, Portfolio Management, Investment Banking, Financial Risk, Market Risk, Credit Risk, Equity Valuation, Trading, Financial Modeling, Quantitative Finance, ETFs, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, Equity Derivatives, FX Options, Fixed Income, Credit Derivatives, Structured Products, Commodity, Emerging Markets, Business Analysis, Change Management, Project Management
Education
Georgia Institute of Technology
MBA, Finance/Accounting
Georgia Institute of Technology
Master's degree, Business Administration and Management, General
kenson marbut kenson marbut's Merrill Lynch Experience June 1982 - April 1983
Job artist at kensonart
Industry Fine Art
Experience
kensonart 1986 - Present
Kenson Decorative Arts 1986 - 1992
Merrill Lynch June 1982 - April 1983
Skills
Artistry, Collage, Workshop Leader, Illustrator, Image Manipulation, Painting, Art Education, Acrylic Painting, Galleries, Oil Painting, Drawing, Graphic Design, Leadership, Acrylic, Fine Art Photography, Books, Sculpture, Portrait Painting, Visual Arts, Illustration, Graphics, Digital Photography, Craft, Portraits, Photography, Art Direction, Curating, Art, Studio Art, Museums, Contemporary Art, Fine Art, Art History, Murals, Public Art, Abstraction, Mixed Media, Printmaking
Education
Georgia Institute of Technology 1983 — 1985
Architecture
The University of Georgia 1978 — 1982
BBA, Finance
kensonart 1986 - Present
Kenson Decorative Arts 1986 - 1992
Merrill Lynch June 1982 - April 1983
Skills
Artistry, Collage, Workshop Leader, Illustrator, Image Manipulation, Painting, Art Education, Acrylic Painting, Galleries, Oil Painting, Drawing, Graphic Design, Leadership, Acrylic, Fine Art Photography, Books, Sculpture, Portrait Painting, Visual Arts, Illustration, Graphics, Digital Photography, Craft, Portraits, Photography, Art Direction, Curating, Art, Studio Art, Museums, Contemporary Art, Fine Art, Art History, Murals, Public Art, Abstraction, Mixed Media, Printmaking
Education
Georgia Institute of Technology 1983 — 1985
Architecture
The University of Georgia 1978 — 1982
BBA, Finance
Kenny Fuller CFP(R) Kenny Fuller CFP(R)'s Merrill Lynch Experience November 2004 - August 2009
Job Associate Director at TSYS
Industry Financial Services
Experience
TSYS November 2012 - Present
White Horse Exploration March 2010 - November 2012
Merrill Lynch November 2004 - August 2009
NCR Corporation April 2000 - September 2004
R.J May 1999 - March 2000
Rheem Manufacturing January 1995 - January 1998
Skills
Finance, Competitive Analysis, Strategic Financial..., Strategy, Business Planning, Analysis, Budgets, Business Analysis, CRM, Contract Negotiation, Executive Management, Financial Analysis, Forecasting, Investments, Management, Marketing, Mergers, Project Planning, Sales, Sales Operations, Strategic Partnerships, Valuation
Education
Georgia Institute of Technology 2004 — 2009
B.S., Industrial Systems and Engineering
Oxford University
CFA Institute
Tallahassee Community College
TSYS November 2012 - Present
White Horse Exploration March 2010 - November 2012
Merrill Lynch November 2004 - August 2009
NCR Corporation April 2000 - September 2004
R.J May 1999 - March 2000
Rheem Manufacturing January 1995 - January 1998
Skills
Finance, Competitive Analysis, Strategic Financial..., Strategy, Business Planning, Analysis, Budgets, Business Analysis, CRM, Contract Negotiation, Executive Management, Financial Analysis, Forecasting, Investments, Management, Marketing, Mergers, Project Planning, Sales, Sales Operations, Strategic Partnerships, Valuation
Education
Georgia Institute of Technology 2004 — 2009
B.S., Industrial Systems and Engineering
Oxford University
CFA Institute
Tallahassee Community College
Monica Long, CPA, CIA Monica Long, CPA, CIA's Merrill Lynch Experience August 2004 - February 2006
Job Experienced Finance Professional & Entrepreneur
Industry Restaurants
Experience
North Georgia Restaurant Group June 2012 - Present
Long & Associates, LLC November 2002 - Present
Resources Global Professionals June 2012 - February 2013
Metropolitan Counseling Services January 2010 - June 2011
InterContinental Hotels Group December 2007 - August 2009
Long & Associates, LLC February 2006 - December 2007
Merrill Lynch August 2004 - February 2006
Concessions International February 2001 - August 2004
AFC Enterprises, Inc. 1993 - 1999
Skills
Financial Reporting, Finance, Accounting, Internal Controls, Auditing, Leadership, Cash Management, Strategic Planning, Internal Audit, Business Development, Project Management, Investments, Banking, Business Process, Small Business, Financial Services, Financial Analysis, Integration, Analysis, Budgets
Education
Georgia Southern University 1985 — 1989
BBA, Accounting
Certified Internal Auditor (CIA)
Certified Public Accountant (CPA)
North Georgia Restaurant Group June 2012 - Present
Long & Associates, LLC November 2002 - Present
Resources Global Professionals June 2012 - February 2013
Metropolitan Counseling Services January 2010 - June 2011
InterContinental Hotels Group December 2007 - August 2009
Long & Associates, LLC February 2006 - December 2007
Merrill Lynch August 2004 - February 2006
Concessions International February 2001 - August 2004
AFC Enterprises, Inc. 1993 - 1999
Skills
Financial Reporting, Finance, Accounting, Internal Controls, Auditing, Leadership, Cash Management, Strategic Planning, Internal Audit, Business Development, Project Management, Investments, Banking, Business Process, Small Business, Financial Services, Financial Analysis, Integration, Analysis, Budgets
Education
Georgia Southern University 1985 — 1989
BBA, Accounting
Certified Internal Auditor (CIA)
Certified Public Accountant (CPA)
Richard Bae Richard Bae's Merrill Lynch Experience May 2004 - February 2010
Job Senior Systems Engineer at IBM
Industry Information Technology and Services
Experience
IBM March 2010 - Present
Merrill Lynch May 2004 - February 2010
Wilshire Financial Services Group September 2000 - April 2004
Qwest Communications November 1999 - September 2000
US Army November 1990 - October 1994
Skills
ITIL, Virtualization, VMware, Project Management, Systems Analysis, Troubleshooting, Technical Writing, System Monitoring, Data Recovery, Process Improvement, Team Leadership, Systems Engineering, System Administration, Fibre Channel, Windows Server, Openfiler, IT Service Management, Integration, Disaster Recovery, Data Center, IT Management, SQL, Operating Systems, IIS, Windows, Servers, DNS, DHCP, Security, VPN, Technical Support, Enterprise Architecture, Microsoft Exchange, HP, vSphere, Change Management, Psychology
Education
Portland State University 2004 — 2011
Mathematics, Computer Science, Project Management
VMware 2009 — 2010
Reed College 1996 — 1999
Bachelors, Psychology
US Military Intelligence School--Ft. Devens 1990 — 1991
Certificate, Electronics / RF / Electronic Warfare
Georgia Tech 1989 — 1990
Aerospace Engineering
IBM March 2010 - Present
Merrill Lynch May 2004 - February 2010
Wilshire Financial Services Group September 2000 - April 2004
Qwest Communications November 1999 - September 2000
US Army November 1990 - October 1994
Skills
ITIL, Virtualization, VMware, Project Management, Systems Analysis, Troubleshooting, Technical Writing, System Monitoring, Data Recovery, Process Improvement, Team Leadership, Systems Engineering, System Administration, Fibre Channel, Windows Server, Openfiler, IT Service Management, Integration, Disaster Recovery, Data Center, IT Management, SQL, Operating Systems, IIS, Windows, Servers, DNS, DHCP, Security, VPN, Technical Support, Enterprise Architecture, Microsoft Exchange, HP, vSphere, Change Management, Psychology
Education
Portland State University 2004 — 2011
Mathematics, Computer Science, Project Management
VMware 2009 — 2010
Reed College 1996 — 1999
Bachelors, Psychology
US Military Intelligence School--Ft. Devens 1990 — 1991
Certificate, Electronics / RF / Electronic Warfare
Georgia Tech 1989 — 1990
Aerospace Engineering
Steven Pong's Merrill Lynch Experience May 2005 - August 2006
Job Student
Industry Law Practice
Experience
Social Enterprise & Nonprofit Law Clinic September 2014 - December 2014
Consumer Financial Protection Bureau June 2014 - August 2014
Honorable Emmet G. Sullivan, U.S. District Court for the District of Columbia May 2013 - November 2013
U.S. Department of Justice, Antitrust Division August 2010 - July 2012
Asia Society June 2008 - August 2008
Miller Center of Public Affairs September 2006 - May 2007
Merrill Lynch May 2005 - August 2006
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (J.D.)
University of Virginia 2005 — 2009
B.A., Foreign Affairs & East Asian Studies
Hunter College High School 1999 — 2005
Social Enterprise & Nonprofit Law Clinic September 2014 - December 2014
Consumer Financial Protection Bureau June 2014 - August 2014
Honorable Emmet G. Sullivan, U.S. District Court for the District of Columbia May 2013 - November 2013
U.S. Department of Justice, Antitrust Division August 2010 - July 2012
Asia Society June 2008 - August 2008
Miller Center of Public Affairs September 2006 - May 2007
Merrill Lynch May 2005 - August 2006
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (J.D.)
University of Virginia 2005 — 2009
B.A., Foreign Affairs & East Asian Studies
Hunter College High School 1999 — 2005
Joseph Maximos Joseph Maximos's Merrill Lynch Experience June 2009 - October 2009
Job Director of Finance at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors January 2014 - Present
Deloitte November 2010 - January 2014
CBS College Sports/Powerade January 2009 - April 2010
Merrill Lynch June 2009 - October 2009
Skills
Financial Analysis, Valuation, Finance, Business Valuation, Investments, Microsoft Excel, Financial Reporting, Corporate Finance, DCF, Financial Modeling, Strategy, Capital Markets, Due Diligence, Financial Services, Analysis, Bloomberg, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance
Regis High School 2002 — 2006
Emerging Global Advisors January 2014 - Present
Deloitte November 2010 - January 2014
CBS College Sports/Powerade January 2009 - April 2010
Merrill Lynch June 2009 - October 2009
Skills
Financial Analysis, Valuation, Finance, Business Valuation, Investments, Microsoft Excel, Financial Reporting, Corporate Finance, DCF, Financial Modeling, Strategy, Capital Markets, Due Diligence, Financial Services, Analysis, Bloomberg, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance
Regis High School 2002 — 2006
Paula Chambers Paula Chambers's Merrill Lynch Experience October 1998 - June 2001
Job Regional Recruiter at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America January 2011 - Present
Modern Woodmen of America December 2008 - Present
SunTrust Investment Services May 2006 - October 2008
Northwestern Mutual July 2001 - September 2002
Merrill Lynch October 1998 - June 2001
Skills
Series 7 Licensed, Series 63, South Carolina..., Annuities, Retirement Planning, Retirement, Financial Planning, Investments, Fixed Annuities, Strategic Financial..., Insurance, 401k, IRAs, Financial Services, Finance, Estate Planning, Financial Advisory, Long-term Care, Mutual Funds, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Life Insurance, Whole Life, Employee Benefits, Variable Annuities, Series 6, Wealth Accumulation, 401k Rollovers, Roth IRA, Wealth, 529 Plans, Wealth Management, Health Insurance, Securities, Universal Life, College Savings Plans
Education
Georgia College and State University 1997 — 2002
Accounting
Modern Woodmen of America January 2011 - Present
Modern Woodmen of America December 2008 - Present
SunTrust Investment Services May 2006 - October 2008
Northwestern Mutual July 2001 - September 2002
Merrill Lynch October 1998 - June 2001
Skills
Series 7 Licensed, Series 63, South Carolina..., Annuities, Retirement Planning, Retirement, Financial Planning, Investments, Fixed Annuities, Strategic Financial..., Insurance, 401k, IRAs, Financial Services, Finance, Estate Planning, Financial Advisory, Long-term Care, Mutual Funds, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Life Insurance, Whole Life, Employee Benefits, Variable Annuities, Series 6, Wealth Accumulation, 401k Rollovers, Roth IRA, Wealth, 529 Plans, Wealth Management, Health Insurance, Securities, Universal Life, College Savings Plans
Education
Georgia College and State University 1997 — 2002
Accounting
Amanda Peavy's Merrill Lynch Experience 2010 - Present
Job Sr. Portfolio Advisor/Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch/Bank of America October 2010 - Present
Merrill Lynch 2010 - Present
The Leukemia & Lymphoma Society 2012 - Present
New Orleans Chamber of Commerce September 2011 - Present
Louisiana SPCA May 2011 - May 2015
Merrill Lynch/Bank of America January 2006 - October 2010
Merrill Lynch/Bank of America January 2004 - December 2005
Merrill Lynch/Bank of America January 2000 - December 2003
Skills
Investments, Wealth Management, Retirement Planning, Strategic Financial..., Risk Management, Asset Management, Retirement, Series 7, Financial Services, Fundraising, Loans, Asset Managment, Management, Philanthropy, 401k, Emerging Markets, Capital, Income, Municipal Bonds, Long Term Care Insurance, Retirement Income, Financial Planning, Leadership, Finance
Education
University of Georgia - Terry College of Business 2006 — 2009
BBA, Finance
Georgia Perimeter College
Associate, Business Administration
Merrill Lynch/Bank of America October 2010 - Present
Merrill Lynch 2010 - Present
The Leukemia & Lymphoma Society 2012 - Present
New Orleans Chamber of Commerce September 2011 - Present
Louisiana SPCA May 2011 - May 2015
Merrill Lynch/Bank of America January 2006 - October 2010
Merrill Lynch/Bank of America January 2004 - December 2005
Merrill Lynch/Bank of America January 2000 - December 2003
Skills
Investments, Wealth Management, Retirement Planning, Strategic Financial..., Risk Management, Asset Management, Retirement, Series 7, Financial Services, Fundraising, Loans, Asset Managment, Management, Philanthropy, 401k, Emerging Markets, Capital, Income, Municipal Bonds, Long Term Care Insurance, Retirement Income, Financial Planning, Leadership, Finance
Education
University of Georgia - Terry College of Business 2006 — 2009
BBA, Finance
Georgia Perimeter College
Associate, Business Administration
Lisa Minoura Lisa Minoura's Merrill Lynch Experience August 2013 - September 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Airlines/Aviation
Experience
Bank of America Merrill Lynch March 2015 - Present
Tokio Marine Asset Management Co., Ltd. October 2013 - November 2013
Merrill Lynch August 2013 - September 2013
Denver International Airport May 2013 - July 2013
Chocolatier Erica April 2007 - July 2012
Skills
Airports, Aviation, Airlines, Commercial Aviation, Microsoft Office, Customer Service, Public Relations, Leadership, PowerPoint, Microsoft Excel, Media Relations, Microsoft Word, Program Management, Photography, French, English, Financial Analysis, Business History
Education
Keio University 2010 — 2015
Marketing/Marketing Management, Business History, Bachelor of Business and Commerce
University of Colorado at Boulder - Leeds School of Business 2012 — 2013
Marketing
Georgia Institute of Technology 2011 — 2011
English
Bank of America Merrill Lynch March 2015 - Present
Tokio Marine Asset Management Co., Ltd. October 2013 - November 2013
Merrill Lynch August 2013 - September 2013
Denver International Airport May 2013 - July 2013
Chocolatier Erica April 2007 - July 2012
Skills
Airports, Aviation, Airlines, Commercial Aviation, Microsoft Office, Customer Service, Public Relations, Leadership, PowerPoint, Microsoft Excel, Media Relations, Microsoft Word, Program Management, Photography, French, English, Financial Analysis, Business History
Education
Keio University 2010 — 2015
Marketing/Marketing Management, Business History, Bachelor of Business and Commerce
University of Colorado at Boulder - Leeds School of Business 2012 — 2013
Marketing
Georgia Institute of Technology 2011 — 2011
English
Leonor Corripio Leonor Corripio's Merrill Lynch Experience June 2014 - August 2014
Job Staff at EY
Industry Accounting
Experience
EY July 2015 - Present
Merrill Lynch June 2014 - August 2014
Skills
Spanish, English, Microsoft Office, Research, Teamwork, Written & Oral..., Bloomberg Software, Economics, Event Planning, Leadership
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor’s Degree, Accounting
EY July 2015 - Present
Merrill Lynch June 2014 - August 2014
Skills
Spanish, English, Microsoft Office, Research, Teamwork, Written & Oral..., Bloomberg Software, Economics, Event Planning, Leadership
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor’s Degree, Accounting
Greg DeVany Greg DeVany's Merrill Lynch Experience June 2007 - December 2010
Job Managing Consultant Finance and Risk at National Field Network
Industry Financial Services
Experience
National Field Network June 2015 - Present
Doral Financial Corporation March 2012 - March 2015
Bank of America Merrill Lynch December 2010 - March 2012
Merrill Lynch June 2007 - December 2010
JPMorgan Chase April 2005 - June 2007
JPMorgan: Chase Home Finance May 1997 - April 2005
Advanta National Bank October 1995 - May 1997
Meridian Bank August 1991 - October 1995
HonFed Bank / First Collateral Services November 1988 - August 1991
City Federal Savings Bank August 1984 - November 1988
Skills
Credit Risk, Risk Management, Portfolio Management, Loans, Credit, Mortgage Lending, Finance, Capital Markets, Valuation, Banking, Financial Risk, Financial Analysis, Operational Risk, MBS, ABS, Credit Analysis, Securities, Fixed Income, Counterparty Risk, Market Risk, Liquidity Risk, Regulatory Risk, Reputational Risk, Prepayment Risk, Regulatory Compliance, Commercial Real Estate, Commercial Banking, Asset Based Lending, Community Development, Shared National Credits, Risk Ratings, Strategic Risk, Business Requirements, Negotiation
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance & Management
Georgetown University - The McDonough School of Business 1980 — 1984
BSBA, Finance
National Field Network June 2015 - Present
Doral Financial Corporation March 2012 - March 2015
Bank of America Merrill Lynch December 2010 - March 2012
Merrill Lynch June 2007 - December 2010
JPMorgan Chase April 2005 - June 2007
JPMorgan: Chase Home Finance May 1997 - April 2005
Advanta National Bank October 1995 - May 1997
Meridian Bank August 1991 - October 1995
HonFed Bank / First Collateral Services November 1988 - August 1991
City Federal Savings Bank August 1984 - November 1988
Skills
Credit Risk, Risk Management, Portfolio Management, Loans, Credit, Mortgage Lending, Finance, Capital Markets, Valuation, Banking, Financial Risk, Financial Analysis, Operational Risk, MBS, ABS, Credit Analysis, Securities, Fixed Income, Counterparty Risk, Market Risk, Liquidity Risk, Regulatory Risk, Reputational Risk, Prepayment Risk, Regulatory Compliance, Commercial Real Estate, Commercial Banking, Asset Based Lending, Community Development, Shared National Credits, Risk Ratings, Strategic Risk, Business Requirements, Negotiation
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance & Management
Georgetown University - The McDonough School of Business 1980 — 1984
BSBA, Finance
Ken Ryan Ken Ryan's Merrill Lynch Experience January 2012 - June 2012
Job Research Associate at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox July 2015 - Present
Credit Suisse July 2013 - June 2015
5STONES Holdings, LLC January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Scottrade March 2011 - January 2012
Backyard Laser Tag Co. December 2008 - January 2011
Red Door Company May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Portfolio Management, Due Diligence, Analysis, Equity Research, Market Research, Management, Microsoft Excel, PowerPoint, Real Estate, Bloomberg
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Management
Dodge & Cox July 2015 - Present
Credit Suisse July 2013 - June 2015
5STONES Holdings, LLC January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Scottrade March 2011 - January 2012
Backyard Laser Tag Co. December 2008 - January 2011
Red Door Company May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Portfolio Management, Due Diligence, Analysis, Equity Research, Market Research, Management, Microsoft Excel, PowerPoint, Real Estate, Bloomberg
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Management
Andy Ozment Andy Ozment's Merrill Lynch Experience 2005 - 2005
Job Assistant Secretary for Cybersecurity & Communications at US Department of Homeland Security
Industry Information Technology and Services
Experience
US Department of Homeland Security April 2014 - Present
The White House May 2012 - April 2014
US Department of Homeland Security January 2012 - May 2012
The White House November 2009 - November 2011
United States Department of Defense January 2008 - November 2009
MIT Lincoln Laboratory 2005 - 2007
Merrill Lynch 2005 - 2005
Georgia Institute of Technology 2001 - 2002
Nortel Networks 1998 - 1999
Education
Georgia Institute of Technology
B.S.
London School of Economics and Political Science
M.Sc.
University of Cambridge
Ph.D.
US Department of Homeland Security April 2014 - Present
The White House May 2012 - April 2014
US Department of Homeland Security January 2012 - May 2012
The White House November 2009 - November 2011
United States Department of Defense January 2008 - November 2009
MIT Lincoln Laboratory 2005 - 2007
Merrill Lynch 2005 - 2005
Georgia Institute of Technology 2001 - 2002
Nortel Networks 1998 - 1999
Education
Georgia Institute of Technology
B.S.
London School of Economics and Political Science
M.Sc.
University of Cambridge
Ph.D.
Jessica Edmonds's Merrill Lynch Experience September 2010 - December 2011
Job Talent Acquisition Operations and Systems Analyst at Newell Rubbermaid
Industry Human Resources
Experience
Newell Rubbermaid October 2014 - Present
Piedmont Healthcare November 2011 - October 2014
Merrill Lynch September 2010 - December 2011
Northwestern Mutual Financial Network October 2009 - September 2010
Abercrombie & Fitch July 2008 - October 2009
Boxercraft July 2007 - July 2008
Skills
Recruiting, PeopleSoft, Healthcare, Applicant Tracking..., Lawson HRIS, Job Science, Taleo, HRIS, Talent Acquisition, Onboarding, Training, Organizational..., Human Resources, Management, Screening, Sales, Project Management, College Recruiting, Leadership
Education
Georgia Southern University 2002 — 2007
Marketing, Marketing/Communications
Newell Rubbermaid October 2014 - Present
Piedmont Healthcare November 2011 - October 2014
Merrill Lynch September 2010 - December 2011
Northwestern Mutual Financial Network October 2009 - September 2010
Abercrombie & Fitch July 2008 - October 2009
Boxercraft July 2007 - July 2008
Skills
Recruiting, PeopleSoft, Healthcare, Applicant Tracking..., Lawson HRIS, Job Science, Taleo, HRIS, Talent Acquisition, Onboarding, Training, Organizational..., Human Resources, Management, Screening, Sales, Project Management, College Recruiting, Leadership
Education
Georgia Southern University 2002 — 2007
Marketing, Marketing/Communications
Rebekah Hoffman Rebekah Hoffman's Merrill Lynch Experience July 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch February 2013 - Present
Bank of America August 2011 - February 2013
Merrill Lynch October 2009 - August 2011
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Mutual Funds, Securities, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Equities, ETFs, Investments, Bonds
Education
Georgia Southern University 2003 — 2007
BBA, Finance
Merrill Lynch July 2015 - Present
Merrill Lynch February 2013 - Present
Bank of America August 2011 - February 2013
Merrill Lynch October 2009 - August 2011
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Mutual Funds, Securities, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Equities, ETFs, Investments, Bonds
Education
Georgia Southern University 2003 — 2007
BBA, Finance
Nicole Wall Nicole Wall's Merrill Lynch Experience May 2007 - July 2007
Job Associate at The Gores Group
Industry Venture Capital & Private Equity
Experience
The Gores Group September 2014 - Present
McColl Partners September 2011 - September 2014
Houlihan Lokey May 2009 - August 2009
New Majority Political Action Committee June 2007 - August 2007
Merrill Lynch May 2007 - July 2007
Skills
Securities, Valuation, Investment Banking, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelors of Science, Finance
The Gores Group September 2014 - Present
McColl Partners September 2011 - September 2014
Houlihan Lokey May 2009 - August 2009
New Majority Political Action Committee June 2007 - August 2007
Merrill Lynch May 2007 - July 2007
Skills
Securities, Valuation, Investment Banking, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelors of Science, Finance
Andrew K. Clark, CFP®'s Merrill Lynch Experience May 2002 - June 2012
Job Financial Consultant, CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
South University May 2001 - Present
The Fiduciary Group June 2012 - April 2015
Merrill Lynch May 2002 - June 2012
HLC Hotels, Inc. 1997 - 2001
Skills
Certified Financial..., Retirement Planning, Investment Management, 401(k) Plans, Investment Strategies, Investment Advisory, Asset Allocation, Portfolio Management, Financial Planners, Personal Financial..., Wealth Preservation..., Insurance Planning, Personal Finance, Wealth Management, Retirement, Asset Management, Estate Planning, Mutual Funds, Financial Advisory, Series 7, 401k, Series 63, Securities, Financial Services, Equities
Education
Georgia Southern University - College of Business Administration 1995 — 1998
MBA, MBA
Georgia Southern University 1991 — 1994
BA, English Literature, Philosophy
Western Carolina University 1989 — 1991
English Language and Literature/Letters
Fidelity Investments April 2015 - Present
South University May 2001 - Present
The Fiduciary Group June 2012 - April 2015
Merrill Lynch May 2002 - June 2012
HLC Hotels, Inc. 1997 - 2001
Skills
Certified Financial..., Retirement Planning, Investment Management, 401(k) Plans, Investment Strategies, Investment Advisory, Asset Allocation, Portfolio Management, Financial Planners, Personal Financial..., Wealth Preservation..., Insurance Planning, Personal Finance, Wealth Management, Retirement, Asset Management, Estate Planning, Mutual Funds, Financial Advisory, Series 7, 401k, Series 63, Securities, Financial Services, Equities
Education
Georgia Southern University - College of Business Administration 1995 — 1998
MBA, MBA
Georgia Southern University 1991 — 1994
BA, English Literature, Philosophy
Western Carolina University 1989 — 1991
English Language and Literature/Letters
Lucas Lagera's Merrill Lynch Experience January 2013 - Present
Job Institutional Equities
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Merrill Lynch May 2010 - April 2013
Skills
Equities, Mergers, Risk Management, Financial Modeling, Finance, Investment Banking, Valuation, Government, Investments, Analysis, Corporate Finance, Competitive Analysis, Business Development, Business Strategy, International Relations, Due Diligence, Data Analysis, Strategic Planning, Financial Analysis, Derivatives, Mergers & Acquisitions, Options, Trading, Hedge Funds, Portfolio Management, Entrepreneurship, Sales, Financial Risk, Strategic Financial..., Series 7, Equity Trading, Series 63
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Bachelor of Science, Business Administration; Finance, 3.7
United States Naval Academy 2006 — 2007
Bachelor of Science (BS), Honorable Discharge, Medical Discourse
Merrill Lynch January 2013 - Present
Merrill Lynch May 2010 - April 2013
Skills
Equities, Mergers, Risk Management, Financial Modeling, Finance, Investment Banking, Valuation, Government, Investments, Analysis, Corporate Finance, Competitive Analysis, Business Development, Business Strategy, International Relations, Due Diligence, Data Analysis, Strategic Planning, Financial Analysis, Derivatives, Mergers & Acquisitions, Options, Trading, Hedge Funds, Portfolio Management, Entrepreneurship, Sales, Financial Risk, Strategic Financial..., Series 7, Equity Trading, Series 63
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Bachelor of Science, Business Administration; Finance, 3.7
United States Naval Academy 2006 — 2007
Bachelor of Science (BS), Honorable Discharge, Medical Discourse
Jack Mahoney Jack Mahoney's Merrill Lynch Experience January 2008 - May 2008
Job Capital Markets at Avant
Industry Financial Services
Experience
Avant August 2014 - Present
Avant April 2014 - August 2014
Morgan Stanley August 2013 - March 2014
Morgan Stanley June 2011 - August 2013
Georgetown University Alumni & Student Federal Credit Union December 2008 - July 2011
Merrill Lynch January 2008 - May 2008
Skills
Financial Modeling, Valuation, Bloomberg, Analytics, Credit Analysis, Entrepreneurship, Loans, Capital Markets, Investment Banking
Education
Georgetown University - The McDonough School of Business
Bachelor of Science in Business Administration, Finance and International Business
University of Oxford
International Business Study Abroad
West Windsor-Plainsboro High School South
Avant August 2014 - Present
Avant April 2014 - August 2014
Morgan Stanley August 2013 - March 2014
Morgan Stanley June 2011 - August 2013
Georgetown University Alumni & Student Federal Credit Union December 2008 - July 2011
Merrill Lynch January 2008 - May 2008
Skills
Financial Modeling, Valuation, Bloomberg, Analytics, Credit Analysis, Entrepreneurship, Loans, Capital Markets, Investment Banking
Education
Georgetown University - The McDonough School of Business
Bachelor of Science in Business Administration, Finance and International Business
University of Oxford
International Business Study Abroad
West Windsor-Plainsboro High School South
Brittany McElroy, MBA Brittany McElroy, MBA's Merrill Lynch Experience November 2007 - March 2009
Job Advisor Solutions Consultant at SunTrust Bank | Six Sigma Green Belt
Industry Financial Services
Experience
SunTrust Bank April 2014 - Present
SunTrust Bank June 2012 - March 2014
J.P. Turner & Company August 2010 - June 2012
AXA Advisors March 2009 - May 2010
Merrill Lynch November 2007 - March 2009
Skills
Business Strategy, Time Management, Analytics, Process Improvement, Strong Business Acumen, Negotiation, Change Management, Leadership, Easily Adaptable, Investments, Finance, Financial Services, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Asset Allocation, Risk Management, Investment Advisory, Financial Advisory, Equities, Financial Analysis, Securities, Wealth Management, FINRA, Financial Planning, Relationship Management, Investment Management, Wealth Management..., Investment Strategies, Asset Management, Microsoft Office, Analysis
Education
The University of Georgia 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.9/4.0
Georgia Southern University 2003 — 2007
BBA, Economics with an emphasis on International Business, Minors in Spanish and Marketing, 3.8/4.0
Eagles Landing 1999 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
SunTrust Bank April 2014 - Present
SunTrust Bank June 2012 - March 2014
J.P. Turner & Company August 2010 - June 2012
AXA Advisors March 2009 - May 2010
Merrill Lynch November 2007 - March 2009
Skills
Business Strategy, Time Management, Analytics, Process Improvement, Strong Business Acumen, Negotiation, Change Management, Leadership, Easily Adaptable, Investments, Finance, Financial Services, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Asset Allocation, Risk Management, Investment Advisory, Financial Advisory, Equities, Financial Analysis, Securities, Wealth Management, FINRA, Financial Planning, Relationship Management, Investment Management, Wealth Management..., Investment Strategies, Asset Management, Microsoft Office, Analysis
Education
The University of Georgia 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.9/4.0
Georgia Southern University 2003 — 2007
BBA, Economics with an emphasis on International Business, Minors in Spanish and Marketing, 3.8/4.0
Eagles Landing 1999 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
Joseph Angiuli's Merrill Lynch Experience September 2009 - February 2010
Job Associate at First Beverage Group
Industry Investment Banking
Experience
First Beverage Group April 2015 - Present
Eastdil Secured June 2014 - April 2015
Eastdil Secured July 2012 - June 2014
Morgan Stanley Wealth Management March 2010 - May 2010
Merrill Lynch September 2009 - February 2010
Skills
Finance, Marketing, Analysis, Investors, Property, Commercial Real Estate, Economics, PowerPoint, Argus Modeling, Data Analysis, Fixed Income, Real Estate Financing, Research, Entrepreneurship, Microsoft Office, Investment Properties, Social Media, Brokerage, Real Estate Transactions, Leases, Investment Banking, Financial Modeling, Valuation, Investments, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, Real Estate Economics, Capital Markets
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Double Major - Finance & International Business
Loyola High School 2004 — 2008
First Beverage Group April 2015 - Present
Eastdil Secured June 2014 - April 2015
Eastdil Secured July 2012 - June 2014
Morgan Stanley Wealth Management March 2010 - May 2010
Merrill Lynch September 2009 - February 2010
Skills
Finance, Marketing, Analysis, Investors, Property, Commercial Real Estate, Economics, PowerPoint, Argus Modeling, Data Analysis, Fixed Income, Real Estate Financing, Research, Entrepreneurship, Microsoft Office, Investment Properties, Social Media, Brokerage, Real Estate Transactions, Leases, Investment Banking, Financial Modeling, Valuation, Investments, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, Real Estate Economics, Capital Markets
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Double Major - Finance & International Business
Loyola High School 2004 — 2008
Patricia (Trish) Gump Patricia (Trish) Gump's Merrill Lynch Experience 2004 - 2008
Job Real Estate and Finance Professional
Industry Real Estate
Experience
Squire Patton Boggs April 2012 - July 2015
Calpine February 2011 - March 2012
Babson Capital Management October 2008 - October 2009
Merrill Lynch 2004 - 2008
Sidley Austin 2001 - 2004
Latham & Watkins 1999 - 2001
Siemens 1997 - 1999
Dow Lohnes PLLC 1994 - 1997
Skills
Financial Structuring, Credit, Capital Markets, Structured Finance, Legal Compliance, Mergers & Acquisitions, Mergers, Loans, Finance, Restructuring, Investments, Licensing, Securities Regulation, Corporate Governance, Banking
Education
Georgetown University Law Center 1990 — 1993
JD, Law
University of San Francisco 1986 — 1990
BA, Government & Philosophy
Squire Patton Boggs April 2012 - July 2015
Calpine February 2011 - March 2012
Babson Capital Management October 2008 - October 2009
Merrill Lynch 2004 - 2008
Sidley Austin 2001 - 2004
Latham & Watkins 1999 - 2001
Siemens 1997 - 1999
Dow Lohnes PLLC 1994 - 1997
Skills
Financial Structuring, Credit, Capital Markets, Structured Finance, Legal Compliance, Mergers & Acquisitions, Mergers, Loans, Finance, Restructuring, Investments, Licensing, Securities Regulation, Corporate Governance, Banking
Education
Georgetown University Law Center 1990 — 1993
JD, Law
University of San Francisco 1986 — 1990
BA, Government & Philosophy
Mary Murtagh Mary Murtagh's Merrill Lynch Experience May 2015 - September 2015
Job Private Wealth Management Intern at Merrill Lynch
Industry
Experience
ProMazo September 2014 - Present
Merrill Lynch May 2015 - September 2015
The Larrison Group September 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Teamwork
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Finance, Art History
Rye High School 2009 — 2013
Danish Institute For Study Abroad
International Business
ProMazo September 2014 - Present
Merrill Lynch May 2015 - September 2015
The Larrison Group September 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Teamwork
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Finance, Art History
Rye High School 2009 — 2013
Danish Institute For Study Abroad
International Business
Jack Mohr Jack Mohr's Merrill Lynch Experience June 2009 - November 2009
Job CoPortfolio Manager of Jim Cramer's Charitable Trust at TheStreet.com
Industry Financial Services
Experience
TheStreet.com February 2015 - Present
CNBC April 2014 - January 2015
Barclays Investment Bank October 2013 - April 2014
Barclays Capital June 2012 - October 2013
Georgetown University Alumni & Student Federal Credit Union January 2011 - March 2012
Barclays Capital June 2011 - August 2011
Merrill Lynch June 2009 - November 2009
Skills
Investments, Financial Modeling, Capital Markets, Finance, Financial Analysis, Valuation, Spanish, Outlook, Portfolio Management, Fixed Income, Microsoft Excel, Equity Research, Equities, Market Research, Piano, Corporate Finance, Macroeconomics, Accounting, US Equities, Bloomberg, Competitive Analysis, Data Analysis, ThomsonOne, Microsoft Office, Distressed Debt, Equity Trading, PowerPoint, Entrepreneurship, Microsoft Word, Strategic Financial..., Customer Service, Loans, DCF, Bloomberg Terminal, Economics, Business Strategy, Securities, Hedge Funds, Venture Capital, Series 7, Investment Management, Series 63, Public Speaking, FINRA, Treasury, Cash Flow, Investment Strategies, Thompson One, Financial Risk, Trading
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor's degree, Finance
Bellarmine College Preparatory 2004 — 2008
High School, Cumulative GPA: 4.28
TheStreet.com February 2015 - Present
CNBC April 2014 - January 2015
Barclays Investment Bank October 2013 - April 2014
Barclays Capital June 2012 - October 2013
Georgetown University Alumni & Student Federal Credit Union January 2011 - March 2012
Barclays Capital June 2011 - August 2011
Merrill Lynch June 2009 - November 2009
Skills
Investments, Financial Modeling, Capital Markets, Finance, Financial Analysis, Valuation, Spanish, Outlook, Portfolio Management, Fixed Income, Microsoft Excel, Equity Research, Equities, Market Research, Piano, Corporate Finance, Macroeconomics, Accounting, US Equities, Bloomberg, Competitive Analysis, Data Analysis, ThomsonOne, Microsoft Office, Distressed Debt, Equity Trading, PowerPoint, Entrepreneurship, Microsoft Word, Strategic Financial..., Customer Service, Loans, DCF, Bloomberg Terminal, Economics, Business Strategy, Securities, Hedge Funds, Venture Capital, Series 7, Investment Management, Series 63, Public Speaking, FINRA, Treasury, Cash Flow, Investment Strategies, Thompson One, Financial Risk, Trading
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor's degree, Finance
Bellarmine College Preparatory 2004 — 2008
High School, Cumulative GPA: 4.28
Dustin Burke Dustin Burke's Merrill Lynch Experience May 2007 - August 2007
Job Lead iOS Developer at EVOQ Medical, Inc.
Industry Information Technology and Services
Experience
EVOQ Medical, Inc. December 2014 - Present
NCR Corporation June 2008 - December 2014
Merrill Lynch May 2007 - August 2007
Skills
Objective-C, C#, SQL, Microsoft SQL Server, WCF, REST, JavaScript, ASP.NET, XML, jQuery, Web Applications, Java, Software Development, Python, CSS, .NET, SDLC, Software Project..., Agile Methodologies, Requirements Analysis, Enterprise Software
Education
Georgia Institute of Technology 2004 — 2008
BS, Computer Science
Duluth High School 2000 — 2004
EVOQ Medical, Inc. December 2014 - Present
NCR Corporation June 2008 - December 2014
Merrill Lynch May 2007 - August 2007
Skills
Objective-C, C#, SQL, Microsoft SQL Server, WCF, REST, JavaScript, ASP.NET, XML, jQuery, Web Applications, Java, Software Development, Python, CSS, .NET, SDLC, Software Project..., Agile Methodologies, Requirements Analysis, Enterprise Software
Education
Georgia Institute of Technology 2004 — 2008
BS, Computer Science
Duluth High School 2000 — 2004
Sven Beer Sven Beer's Merrill Lynch Experience September 2013 - May 2014
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2015 - Present
Stifel Nicolaus Weisel June 2014 - August 2014
Merrill Lynch September 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - January 2014
Kathleen Russell Consulting May 2012 - July 2012
Skills
Wealth Management, VBA, Microsoft Excel, PowerPoint, SQL, Financial Modeling, Microsoft Word, Access Database, Access, Emergency Medical..., CPR Certified
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance and Operations Information Management
University of Oxford, Trinity College 2013 — 2013
Study Abroad, Finance
The Branson School 2007 — 2011
High School Diploma
Stifel Financial Corp. July 2015 - Present
Stifel Nicolaus Weisel June 2014 - August 2014
Merrill Lynch September 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - January 2014
Kathleen Russell Consulting May 2012 - July 2012
Skills
Wealth Management, VBA, Microsoft Excel, PowerPoint, SQL, Financial Modeling, Microsoft Word, Access Database, Access, Emergency Medical..., CPR Certified
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance and Operations Information Management
University of Oxford, Trinity College 2013 — 2013
Study Abroad, Finance
The Branson School 2007 — 2011
High School Diploma
Ryan MacIntyre Ryan MacIntyre's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Lindsay Goldberg July 2012 - July 2014
Morgan Stanley October 2010 - July 2012
Bank of America Merrill Lynch July 2009 - October 2010
Merrill Lynch June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance
Georgetown University - The McDonough School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance / Management
Lindsay Goldberg July 2012 - July 2014
Morgan Stanley October 2010 - July 2012
Bank of America Merrill Lynch July 2009 - October 2010
Merrill Lynch June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance
Georgetown University - The McDonough School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance / Management
Kate Sterne Kate Sterne's Merrill Lynch Experience January 2009 - June 2010
Job Healthcare Inside Account Executive at Box
Industry Information Technology and Services
Experience
Box February 2015 - Present
Box June 2014 - January 2015
Box September 2013 - June 2014
Box September 2012 - September 2013
Barclays Capital July 2011 - September 2012
Georgetown University Alumni and Student Federal Credit Union January 2008 - March 2011
Barclays Capital June 2010 - August 2010
Merrill Lynch January 2009 - June 2010
Georgetown University Hilltop Consultants September 2007 - June 2010
Skills
Investments, Excel, PowerPoint, Outlook, iPreo, Big Dough, Factset, Thomson One, Investor Relations..., Shareholder Analysis, Management, Data Analysis, Marketing Strategy, Portfolio Management, Equities, Thompson One, Microsoft Excel, Economics, Nonprofits, Business Planning, Valuation, Analysis, Research, Corporate Finance, Sales, Strategy, Consulting, Finance, Marketing, Salesforce.com, Trading, Analytics, Market Research, Competitive Analysis, Budgets, Fixed Income
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance, General
Box February 2015 - Present
Box June 2014 - January 2015
Box September 2013 - June 2014
Box September 2012 - September 2013
Barclays Capital July 2011 - September 2012
Georgetown University Alumni and Student Federal Credit Union January 2008 - March 2011
Barclays Capital June 2010 - August 2010
Merrill Lynch January 2009 - June 2010
Georgetown University Hilltop Consultants September 2007 - June 2010
Skills
Investments, Excel, PowerPoint, Outlook, iPreo, Big Dough, Factset, Thomson One, Investor Relations..., Shareholder Analysis, Management, Data Analysis, Marketing Strategy, Portfolio Management, Equities, Thompson One, Microsoft Excel, Economics, Nonprofits, Business Planning, Valuation, Analysis, Research, Corporate Finance, Sales, Strategy, Consulting, Finance, Marketing, Salesforce.com, Trading, Analytics, Market Research, Competitive Analysis, Budgets, Fixed Income
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance, General
Nitya Malhotra Nitya Malhotra's Merrill Lynch Experience June 2011 - August 2011
Job Agile Developer at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America March 2012 - June 2013
Merrill Lynch June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Georgia Institute of Technology August 2009 - May 2010
Skills
Data Analysis, SQL, Java, Business Analysis, Analysis, Visio, Microsoft Excel, Project Management, Microsoft Office, Requirements Gathering, Scala, Test Driven Development, Clean Code, Agile Methodolgy, Behavior Driven..., TIBCO
Education
Georgia Institute of Technology 2008 — 2011
Bachelor of Science (BS), Computer Science
Smt Sulochanadevi Singhani School
Bank of America June 2013 - Present
Bank of America March 2012 - June 2013
Merrill Lynch June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Georgia Institute of Technology August 2009 - May 2010
Skills
Data Analysis, SQL, Java, Business Analysis, Analysis, Visio, Microsoft Excel, Project Management, Microsoft Office, Requirements Gathering, Scala, Test Driven Development, Clean Code, Agile Methodolgy, Behavior Driven..., TIBCO
Education
Georgia Institute of Technology 2008 — 2011
Bachelor of Science (BS), Computer Science
Smt Sulochanadevi Singhani School
Rita Voit Rita Voit's Merrill Lynch Experience April 1987 - January 1991
Job Founder at HEROES Academy for the Gifted
Industry Primary/Secondary Education
Experience
HEROES Academy for the Gifted September 2013 - Present
HEROESgifted August 2009 - Present
StandOut Staffing August 2008 - September 2010
Monroe Township Public Schools April 2006 - April 2009
Rita's Study Hall September 1992 - December 1997
Merrill Lynch April 1987 - January 1991
National Association of Real Estate Investment Trusts April 1984 - April 1987
Skills
Educational Technology, Higher Education, Curriculum Design, Research, Curriculum Development, Program Management, Educational Consulting, Social Media, Gifted Education, Gifted Children, Education, Public Speaking, Technology Integration, Staff Development, Teaching, Program Development, Educational Leadership, Nonprofits, Academic Acceleration, Private Schools, Early College, Alternative Education, Mathematics Education
Education
University of the District of Columbia 1984 — 1986
Georgia Institute of Technology 1979 — 1981
HEROES Academy for the Gifted September 2013 - Present
HEROESgifted August 2009 - Present
StandOut Staffing August 2008 - September 2010
Monroe Township Public Schools April 2006 - April 2009
Rita's Study Hall September 1992 - December 1997
Merrill Lynch April 1987 - January 1991
National Association of Real Estate Investment Trusts April 1984 - April 1987
Skills
Educational Technology, Higher Education, Curriculum Design, Research, Curriculum Development, Program Management, Educational Consulting, Social Media, Gifted Education, Gifted Children, Education, Public Speaking, Technology Integration, Staff Development, Teaching, Program Development, Educational Leadership, Nonprofits, Academic Acceleration, Private Schools, Early College, Alternative Education, Mathematics Education
Education
University of the District of Columbia 1984 — 1986
Georgia Institute of Technology 1979 — 1981
Bryce Hodges's Merrill Lynch Experience October 2011 - June 2013
Job Accounting Specialist at Navicure
Industry Financial Services
Experience
Navicure April 2014 - Present
Navicure July 2013 - March 2014
Merrill Lynch October 2011 - June 2013
Georgia Southern University November 2010 - July 2011
Retrievers Sports Bar and Grill May 2008 - 2010
Education
Georgia Southern University
Master of Business Administration
Georgia Southern University 2006 — 2010
Bachelor of Business Administration, Finance and Economics
Georgia Perimeter College
Navicure April 2014 - Present
Navicure July 2013 - March 2014
Merrill Lynch October 2011 - June 2013
Georgia Southern University November 2010 - July 2011
Retrievers Sports Bar and Grill May 2008 - 2010
Education
Georgia Southern University
Master of Business Administration
Georgia Southern University 2006 — 2010
Bachelor of Business Administration, Finance and Economics
Georgia Perimeter College
James Gaines James Gaines's Merrill Lynch Experience June 2008 - July 2009
Job Technical Director and Product Development
Industry Internet
Experience
Ascent ERP April 2012 - Present
Unique Squared Inc June 2009 - April 2012
Merrill Lynch June 2008 - July 2009
Skills
Program Management, Project Management, Product Development, E-commerce, Magento, Salesforce.com, Start-ups, Corporate Branding, Business Operations, Technical Leadership, Web Development, Web Services, PHP, Integration, XML, HTML, Photoshop, Java, JavaScript, ERP, Social Media, Force.com, Apex Programming, Software Development, REST, Cloud Computing, Management, Web Applications, Business Process, Software Engineering, SQL, Testing, SEO, jQuery, Agile Project Management
Education
Georgia Institute of Technology 2002 — 2007
Bachelor of Science (B.S.), Computer Science
Georgia Institute of Technology 2002 — 2007
B.S. Management, Concentration in Finance & Operations
Ascent ERP April 2012 - Present
Unique Squared Inc June 2009 - April 2012
Merrill Lynch June 2008 - July 2009
Skills
Program Management, Project Management, Product Development, E-commerce, Magento, Salesforce.com, Start-ups, Corporate Branding, Business Operations, Technical Leadership, Web Development, Web Services, PHP, Integration, XML, HTML, Photoshop, Java, JavaScript, ERP, Social Media, Force.com, Apex Programming, Software Development, REST, Cloud Computing, Management, Web Applications, Business Process, Software Engineering, SQL, Testing, SEO, jQuery, Agile Project Management
Education
Georgia Institute of Technology 2002 — 2007
Bachelor of Science (B.S.), Computer Science
Georgia Institute of Technology 2002 — 2007
B.S. Management, Concentration in Finance & Operations
Nicholas Eckstein's Merrill Lynch Experience June 2013 - August 2013
Job Research Assistant at Georgetown University Law Center
Industry Legal Services
Experience
Georgetown University Law Center May 2015 - Present
Georgetown University Law Center January 2015 - Present
R.D. Brown & Associates January 2014 - August 2014
Amato Law Firm PLLC January 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Skills
Retirement, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning
Education
Georgetown University Law Center 2014 — 2017
Juris Doctor (J.D.), Law
New York University 2010 — 2013
Bachelor's Degree, English and America Literature
Georgetown University Law Center May 2015 - Present
Georgetown University Law Center January 2015 - Present
R.D. Brown & Associates January 2014 - August 2014
Amato Law Firm PLLC January 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Skills
Retirement, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning
Education
Georgetown University Law Center 2014 — 2017
Juris Doctor (J.D.), Law
New York University 2010 — 2013
Bachelor's Degree, English and America Literature
Mark Lubin Mark Lubin's Merrill Lynch Experience 1999 - 2008
Job Manager and Advisor International and Transactional Tax
Industry Financial Services
Experience
BNY Mellon July 2012 - November 2014
GE Capital Real Estate 2008 - 2012
Merrill Lynch 1999 - 2008
Cooperman Levitt Winikoff Lester & Newman PC 1997 - 1999
David Berdon & Co. LLP 1996 - 1997
Marks & Murase LLP 1985 - 1996
Dun & Bradstreet 1984 - 1985
Ernst & Whinney 1982 - 1984
Skills
International Tax, Tax, Corporate Tax, Tax Law, Tax Accounting, Mergers & Acquisitions, Private Equity, Restructuring, Due Diligence, Tax Advisory, Sarbanes-Oxley Act, US GAAP, SEC Filings, Corporate Finance, Accounting
Education
New York University School of Law
LL.M., Taxation
Georgetown University Law Center
J.D., with Honors
Washington University in St. Louis
BSBA, Accounting
BNY Mellon July 2012 - November 2014
GE Capital Real Estate 2008 - 2012
Merrill Lynch 1999 - 2008
Cooperman Levitt Winikoff Lester & Newman PC 1997 - 1999
David Berdon & Co. LLP 1996 - 1997
Marks & Murase LLP 1985 - 1996
Dun & Bradstreet 1984 - 1985
Ernst & Whinney 1982 - 1984
Skills
International Tax, Tax, Corporate Tax, Tax Law, Tax Accounting, Mergers & Acquisitions, Private Equity, Restructuring, Due Diligence, Tax Advisory, Sarbanes-Oxley Act, US GAAP, SEC Filings, Corporate Finance, Accounting
Education
New York University School of Law
LL.M., Taxation
Georgetown University Law Center
J.D., with Honors
Washington University in St. Louis
BSBA, Accounting
Esther Dundas Esther Dundas's Merrill Lynch Experience July 2005 - August 2009
Job Director of Operations
Industry Hospital & Health Care
Experience
Intouch Home Care Services 2010 - Present
Merrill Lynch July 2005 - August 2009
AMVESCAP Retirement 1998 - 2005
First Data Corporation 1996 - 1998
Paine Webber 1994 - 1995
Skills
Leadership, Recruiting, Investments, Series 7, Business Analysis, Risk Management, Management, Time Management, Strategy, Forecasting, Financial Services, Employee Training, Vendor Management, Process Improvement, Business Planning, Analysis, Business Process..., Program Management
Education
Georgia Gwinnett College
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Intouch Home Care Services 2010 - Present
Merrill Lynch July 2005 - August 2009
AMVESCAP Retirement 1998 - 2005
First Data Corporation 1996 - 1998
Paine Webber 1994 - 1995
Skills
Leadership, Recruiting, Investments, Series 7, Business Analysis, Risk Management, Management, Time Management, Strategy, Forecasting, Financial Services, Employee Training, Vendor Management, Process Improvement, Business Planning, Analysis, Business Process..., Program Management
Education
Georgia Gwinnett College
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Timothy Shea Timothy Shea's Merrill Lynch Experience January 1999 - June 2003
Job Financial Advisor at Wells Fargo FINET
Industry Financial Services
Experience
Wells Fargo FINET April 2012 - Present
Morgan Stanley Smith Barney September 2004 - April 2012
ABN Amro June 2003 - April 2005
Merrill Lynch January 1999 - June 2003
Chase Securities October 1994 - January 1999
Skills
Private Equity, Capital Markets, Investment Banking, Mergers & Acquisitions, Loans, Mergers, Insurance, Investments, Securities, Wealth Management, Equities, High Yield, Strategic Planning, Entrepreneurship, Bonds, Corporate Law, Finance, Fixed Income
Education
Georgetown University Law Center 1991 — 1994
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Political Science
Wells Fargo FINET April 2012 - Present
Morgan Stanley Smith Barney September 2004 - April 2012
ABN Amro June 2003 - April 2005
Merrill Lynch January 1999 - June 2003
Chase Securities October 1994 - January 1999
Skills
Private Equity, Capital Markets, Investment Banking, Mergers & Acquisitions, Loans, Mergers, Insurance, Investments, Securities, Wealth Management, Equities, High Yield, Strategic Planning, Entrepreneurship, Bonds, Corporate Law, Finance, Fixed Income
Education
Georgetown University Law Center 1991 — 1994
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Political Science
Jenny Zhang Jenny Zhang's Merrill Lynch Experience August 2005 - June 2008
Job Senior Manager of Corporate Development
Industry Internet
Experience
DHI Group, Inc. (NYSE: DHX) November 2014 - Present
Marriott International (NASDAQ: MAR) September 2010 - November 2014
FTI Consulting June 2009 - August 2009
Merrill Lynch August 2005 - June 2008
Merrill Lynch July 2004 - August 2005
General Electric - Transportation Systems June 2002 - August 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investments, Strategic Planning, Strategic Financial..., Competitive Analysis, Corporate Development, Mergers & Acquisitions, Financial Planning
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance and Strategy
Penn State University 1999 — 2003
B.S., Finance with Minor in Economics
DHI Group, Inc. (NYSE: DHX) November 2014 - Present
Marriott International (NASDAQ: MAR) September 2010 - November 2014
FTI Consulting June 2009 - August 2009
Merrill Lynch August 2005 - June 2008
Merrill Lynch July 2004 - August 2005
General Electric - Transportation Systems June 2002 - August 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investments, Strategic Planning, Strategic Financial..., Competitive Analysis, Corporate Development, Mergers & Acquisitions, Financial Planning
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance and Strategy
Penn State University 1999 — 2003
B.S., Finance with Minor in Economics
Farooqi N. Farooqi N.'s Merrill Lynch Experience June 2000 - June 2002
Job Lead Generation Extraordinaire~at Hot Potato
Industry Online Media
Experience
The Hot Potato March 2010 - Present
The StreetBank January 2007 - Present
CordobaCap Investments LLC September 2004 - January 2009
Merrill Lynch June 2000 - June 2002
Skills
Joint Ventures, Alliances, Customer Relations, Strategy Development, Lead Generation, Inbound, Online Lead Generation
Education
Georgetown University - The McDonough School of Business 1998 — 2001
Business Admin, International Finance
The Hot Potato March 2010 - Present
The StreetBank January 2007 - Present
CordobaCap Investments LLC September 2004 - January 2009
Merrill Lynch June 2000 - June 2002
Skills
Joint Ventures, Alliances, Customer Relations, Strategy Development, Lead Generation, Inbound, Online Lead Generation
Education
Georgetown University - The McDonough School of Business 1998 — 2001
Business Admin, International Finance
Nisheet Patel's Merrill Lynch Experience July 2007 - June 2012
Job Wealth & Investment Management
Industry Financial Services
Experience
Guardian Life Insurance Co. June 2012 - Present
Merrill Lynch July 2007 - June 2012
New Amsterdam Partners December 2001 - August 2005
Skills
Financial Services, Wealth Management..., Investment Strategies, Investments, Separately Managed..., Unified Managed Accounts, Asset Management, Portfolio Management, Institutional..., Series 7, Series 65
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Finance & Management
Guardian Life Insurance Co. June 2012 - Present
Merrill Lynch July 2007 - June 2012
New Amsterdam Partners December 2001 - August 2005
Skills
Financial Services, Wealth Management..., Investment Strategies, Investments, Separately Managed..., Unified Managed Accounts, Asset Management, Portfolio Management, Institutional..., Series 7, Series 65
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Finance & Management
James Pelletier, CRPC James Pelletier, CRPC's Merrill Lynch Experience May 2003 - August 2008
Job Director of Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2009 - Present
Harrington & Reed January 2009 - April 2009
Merrill Lynch May 2003 - August 2008
Skills
Relationship Management, Retirement Planning, Sales, Insurance, Wealth Management, Mutual Funds, Business Planning, Business Development, Series 63, Financial Advisory, Financial Services, Series 6, Retirement, 401k, Fixed Annuities, Securities
Education
Georgia Institute of Technology
Virginia Commonwealth University
Principal Financial Group May 2009 - Present
Harrington & Reed January 2009 - April 2009
Merrill Lynch May 2003 - August 2008
Skills
Relationship Management, Retirement Planning, Sales, Insurance, Wealth Management, Mutual Funds, Business Planning, Business Development, Series 63, Financial Advisory, Financial Services, Series 6, Retirement, 401k, Fixed Annuities, Securities
Education
Georgia Institute of Technology
Virginia Commonwealth University
Ruth Berger's Merrill Lynch Experience August 1999 - February 2014
Job Managing Director, Partner at HighTower Advisors LLC
Industry Financial Services
Experience
HighTower February 2014 - Present
Merrill Lynch August 1999 - February 2014
The NPD Group October 1998 - August 1999
Starr Litigation Services May 1997 - October 1998
Skills
Cash Management, Securities, Investments, Equities, Fixed Income, ETFs, Mutual Funds, Alternative Investments, Asset Management, Wealth Management, Concentrated Stock..., Investment Advisory, Asset Allocation, Portfolio Management, Retirement Planning, Financial Planning, Estate Planning
Education
Indiana University Bloomington 1991 — 1996
Doctor of Philosophy (Ph.D.), Philosophy of Science
Indiana University Bloomington 1991 — 1996
Master of Arts (MA), History and Philosopy of Science
Georgia Institute of Technology 1988 — 1991
Bachelor of Science (BS), Applied Physics
HighTower February 2014 - Present
Merrill Lynch August 1999 - February 2014
The NPD Group October 1998 - August 1999
Starr Litigation Services May 1997 - October 1998
Skills
Cash Management, Securities, Investments, Equities, Fixed Income, ETFs, Mutual Funds, Alternative Investments, Asset Management, Wealth Management, Concentrated Stock..., Investment Advisory, Asset Allocation, Portfolio Management, Retirement Planning, Financial Planning, Estate Planning
Education
Indiana University Bloomington 1991 — 1996
Doctor of Philosophy (Ph.D.), Philosophy of Science
Indiana University Bloomington 1991 — 1996
Master of Arts (MA), History and Philosopy of Science
Georgia Institute of Technology 1988 — 1991
Bachelor of Science (BS), Applied Physics
Elton Chang's Merrill Lynch Experience June 2013 - August 2013
Job FSO Advisory at Ernst & Young
Industry Financial Services
Experience
EY 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Conversant in Mandarin, Investments, Financial Analysis, Financial Advisory, Wealth Management, Economics, Portfolio Management, Finance
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
EY 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Conversant in Mandarin, Investments, Financial Analysis, Financial Advisory, Wealth Management, Economics, Portfolio Management, Finance
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Nadium Jinnah Nadium Jinnah's Merrill Lynch Experience June 2005 - August 2005
Job Associate at Morrison & Foerster LLP
Industry Law Practice
Experience
Morrison & Foerster LLP September 2007 - Present
Chambers of the Honorable Vice-Chancellor Donald F. Parsons, Jr. June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Corporate Law, Mergers, Securities, Commercial Litigation, Intellectual Property, Legal Research, Legal Writing, Litigation, Mergers & Acquisitions, Securities Regulation, International Law, Corporate Governance, Cross-border..., Securities Litigation
Education
Georgetown University Law Center 2004 — 2007
Trinity College Dublin 1999 — 2003
BA, Economics, History
Oundle School
Morrison & Foerster LLP September 2007 - Present
Chambers of the Honorable Vice-Chancellor Donald F. Parsons, Jr. June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Corporate Law, Mergers, Securities, Commercial Litigation, Intellectual Property, Legal Research, Legal Writing, Litigation, Mergers & Acquisitions, Securities Regulation, International Law, Corporate Governance, Cross-border..., Securities Litigation
Education
Georgetown University Law Center 2004 — 2007
Trinity College Dublin 1999 — 2003
BA, Economics, History
Oundle School
Brent Burdett Brent Burdett's Merrill Lynch Experience 2003 - 2004
Job Kellogg MBA Candidate
Industry Consumer Goods
Experience
McMaster-Carr May 2012 - Present
The Hole in the Wall May 2004 - March 2012
Merrill Lynch 2003 - 2004
Manhattan Associates 2001 - 2003
Skills
Leadership, Operations Management, Marketing Strategy, Project Management, Marketing, Strategic Planning, Process Improvement, Staff Development, Event Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Innovation & Entrepreneurship, and Strategy
Georgia Institute of Technology 1999 — 2004
Bachelor of Science (BS), Management, Finance Certificate, Highest Honors
McMaster-Carr May 2012 - Present
The Hole in the Wall May 2004 - March 2012
Merrill Lynch 2003 - 2004
Manhattan Associates 2001 - 2003
Skills
Leadership, Operations Management, Marketing Strategy, Project Management, Marketing, Strategic Planning, Process Improvement, Staff Development, Event Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Innovation & Entrepreneurship, and Strategy
Georgia Institute of Technology 1999 — 2004
Bachelor of Science (BS), Management, Finance Certificate, Highest Honors
Robb Craddock, CFA's Merrill Lynch Experience April 2005 - June 2006
Job
Industry Financial Services
Experience
Prudential Financial June 2006 - Present
Merrill Lynch April 2005 - June 2006
AMVESCAP Retirement July 2001 - April 2005
US Army June 1991 - October 1999
Skills
401k, Asset Allocation
Education
Georgia Institute of Technology 1999 — 2001
MSM, (MBA) Accounting and Finance
United States Military Academy at West Point 1987 — 1991
BS, Mechanical Engineering
Prudential Financial June 2006 - Present
Merrill Lynch April 2005 - June 2006
AMVESCAP Retirement July 2001 - April 2005
US Army June 1991 - October 1999
Skills
401k, Asset Allocation
Education
Georgia Institute of Technology 1999 — 2001
MSM, (MBA) Accounting and Finance
United States Military Academy at West Point 1987 — 1991
BS, Mechanical Engineering
Stanislav Yazynin's Merrill Lynch Experience 2005 - 2005
Job
Industry Oil & Energy
Experience
IHS February 2007 - Present
The Cohen Group January 2006 - May 2006
Merrill Lynch 2005 - 2005
Electrolux Group February 1999 - September 2002
Samsung Electronics June 1994 - November 1998
Skills
Energy Industry, Data Analysis, Market Research, Political Risk Analysis, Marketing Strategy, Data Modeling, Microsoft Excel, Upstream, Downstream Oil & Gas, Economic Research, Legal Research, Policy Analysis, Market Analysis, Financial Analysis, Report Writing, Project Management, Translation, Consumer Goods, Consumer Packaged Goods..., Pricing Strategy, Brand Development, Brand Management, Business Development, Sales Management, Account Management, Product Marketing, Advertising, International Logistics, Warehousing, GIS, VBA, Sales, Management Consulting, Strategy, Valuation, Management, Marketing, Business Strategy, Economics, Energy, Program Management, Petroleum, Analysis, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Strategic Marketing
Moscow State Linguistic University 1998 — 2000
Professional communications / Translation
Российский Государственный Университет Нефти и Газа им. И.М. Губкина (бывшая Московская Государственная Академия Нефти и Газа) 1990 — 1995
Diploma, Petroleum Systems Engineering
Lomonosov Moscow State University (MSU) 1992 — 1994
Associate’s Degree, Management
IHS February 2007 - Present
The Cohen Group January 2006 - May 2006
Merrill Lynch 2005 - 2005
Electrolux Group February 1999 - September 2002
Samsung Electronics June 1994 - November 1998
Skills
Energy Industry, Data Analysis, Market Research, Political Risk Analysis, Marketing Strategy, Data Modeling, Microsoft Excel, Upstream, Downstream Oil & Gas, Economic Research, Legal Research, Policy Analysis, Market Analysis, Financial Analysis, Report Writing, Project Management, Translation, Consumer Goods, Consumer Packaged Goods..., Pricing Strategy, Brand Development, Brand Management, Business Development, Sales Management, Account Management, Product Marketing, Advertising, International Logistics, Warehousing, GIS, VBA, Sales, Management Consulting, Strategy, Valuation, Management, Marketing, Business Strategy, Economics, Energy, Program Management, Petroleum, Analysis, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Strategic Marketing
Moscow State Linguistic University 1998 — 2000
Professional communications / Translation
Российский Государственный Университет Нефти и Газа им. И.М. Губкина (бывшая Московская Государственная Академия Нефти и Газа) 1990 — 1995
Diploma, Petroleum Systems Engineering
Lomonosov Moscow State University (MSU) 1992 — 1994
Associate’s Degree, Management
J. Justin Stone's Merrill Lynch Experience January 2008 - August 2009
Job Independent Consultant
Industry Investment Banking
Experience
Independent Consultant July 2013 - Present
Standard Bank August 2009 - February 2013
Merrill Lynch January 2008 - August 2009
Merrill Lynch July 2005 - December 2007
Citigroup January 2004 - April 2005
Citigroup September 2001 - December 2003
Citigroup August 1999 - August 2001
Monitor Group March 1998 - August 1998
US Navy January 1993 - May 1996
Skills
Structured Finance, Capital Markets, Corporate Finance, Emerging Markets, Project Finance, Financial Structuring, Commodity, Mergers & Acquisitions, Portfolio Management, Investments, Trading, Equities, Derivatives, Hedging, Securitization, Commodities, Private Equity Funding, Deal Execution, Precious Metals, Electricity Markets, Oil/Gas, Structuring Deals, Origination, Base Metals, Oil&Gas, Investment Banking, Infrastructure, Valuation, Due Diligence, Strategy, Management, Finance, Financial Modeling, Risk Management, Analysis, Fixed Income, Financial Analysis, Business Strategy
Education
Georgetown University - The McDonough School of Business 1996 — 1999
MBA
Georgetown University - The School of Foreign Service 1996 — 1999
MS
University of Massachusetts, Amherst 1987 — 1991
BA
Independent Consultant July 2013 - Present
Standard Bank August 2009 - February 2013
Merrill Lynch January 2008 - August 2009
Merrill Lynch July 2005 - December 2007
Citigroup January 2004 - April 2005
Citigroup September 2001 - December 2003
Citigroup August 1999 - August 2001
Monitor Group March 1998 - August 1998
US Navy January 1993 - May 1996
Skills
Structured Finance, Capital Markets, Corporate Finance, Emerging Markets, Project Finance, Financial Structuring, Commodity, Mergers & Acquisitions, Portfolio Management, Investments, Trading, Equities, Derivatives, Hedging, Securitization, Commodities, Private Equity Funding, Deal Execution, Precious Metals, Electricity Markets, Oil/Gas, Structuring Deals, Origination, Base Metals, Oil&Gas, Investment Banking, Infrastructure, Valuation, Due Diligence, Strategy, Management, Finance, Financial Modeling, Risk Management, Analysis, Fixed Income, Financial Analysis, Business Strategy
Education
Georgetown University - The McDonough School of Business 1996 — 1999
MBA
Georgetown University - The School of Foreign Service 1996 — 1999
MS
University of Massachusetts, Amherst 1987 — 1991
BA
Jose Salas-Vernis's Merrill Lynch Experience October 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Education
Santa Clara University
Master of Business Administration (MBA)
Georgia Institute of Technology
Chemical Engineering
Gulf Coast State College
Colegio San Gabriel
Merrill Lynch October 2014 - Present
Education
Santa Clara University
Master of Business Administration (MBA)
Georgia Institute of Technology
Chemical Engineering
Gulf Coast State College
Colegio San Gabriel
Teru Murata's Merrill Lynch Experience November 2004 - October 2005
Job Market Group Manager at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines May 2015 - Present
Delta Air Lines October 2009 - April 2015
Northwest Airlines June 2008 - September 2009
Citibank July 2007 - August 2007
Amazon.com May 2007 - July 2007
Merrill Lynch November 2004 - October 2005
Credit Saison April 1997 - March 2004
Skills
Financial Modeling, Competitive Analysis, Data Analysis, Airlines, Financial Analysis, Pricing Strategy, Analytics, Pricing, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Forecasting, Strategy
Education
Georgia Institute of Technology 2011 — 2016
MS, International Affairs
Indiana University - Kelley School of Business 2006 — 2008
MBA, Marketing (Major), Finance (Minor)
Keio University 1992 — 1997
BA, Economics
Delta Air Lines May 2015 - Present
Delta Air Lines October 2009 - April 2015
Northwest Airlines June 2008 - September 2009
Citibank July 2007 - August 2007
Amazon.com May 2007 - July 2007
Merrill Lynch November 2004 - October 2005
Credit Saison April 1997 - March 2004
Skills
Financial Modeling, Competitive Analysis, Data Analysis, Airlines, Financial Analysis, Pricing Strategy, Analytics, Pricing, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Forecasting, Strategy
Education
Georgia Institute of Technology 2011 — 2016
MS, International Affairs
Indiana University - Kelley School of Business 2006 — 2008
MBA, Marketing (Major), Finance (Minor)
Keio University 1992 — 1997
BA, Economics
Sharon McGarvey's Merrill Lynch Experience 2003 - 2005
Job
Industry Financial Services
Experience
DBRS 2005 - Present
CreditSights 2008 - 2010
DBRS 2005 - 2008
Merrill Lynch 2003 - 2005
WestLB 2000 - 2002
MetLife 1992 - 2000
Skills
Investments, Credit Analysis, Leveraged Finance, High Yield, Structured Finance, Fixed Income, Capital Markets, ABS, Securitization, Strucutured Credit/CLOs, Bloomberg, Private Placements, Hedge Funds, Loans, Portfolio Management, Equities, Valuation, Derivatives, Asset Management
Education
Georgetown University - The McDonough School of Business
BSBA, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Leonard N. Stern School of Business
M.B.A. Finance
DBRS 2005 - Present
CreditSights 2008 - 2010
DBRS 2005 - 2008
Merrill Lynch 2003 - 2005
WestLB 2000 - 2002
MetLife 1992 - 2000
Skills
Investments, Credit Analysis, Leveraged Finance, High Yield, Structured Finance, Fixed Income, Capital Markets, ABS, Securitization, Strucutured Credit/CLOs, Bloomberg, Private Placements, Hedge Funds, Loans, Portfolio Management, Equities, Valuation, Derivatives, Asset Management
Education
Georgetown University - The McDonough School of Business
BSBA, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Leonard N. Stern School of Business
M.B.A. Finance
Angelique Trapani's Merrill Lynch Experience 2010 - 2013
Job Assistant General Counsel & Director (Global Wealth & Investment Management) at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Merrill Lynch 2010 - 2013
Deutsche Bank June 2005 - September 2010
Lord Abbett March 2003 - June 2005
Simpson Thacher & Bartlett LLP July 2000 - February 2003
Mayer Brown July 1999 - July 2000
Skills
Hedge Funds, Mutual Funds, Securities, Alternative Investments, Global Investment..., Wealth Management, Broker-Dealer, Transfer Agency
Education
Georgetown University Law Center 1996 — 1999
Master of Laws (LL.M.), International and Comparative Law
University of Ottawa / Université d'Ottawa 1991 — 1994
Bachelor of Laws (LL.B.)
University of Toronto 1988 — 1991
Bachelor of Arts (B.A.), Political Science and French Language & Literature
Bank of America September 2010 - Present
Merrill Lynch 2010 - 2013
Deutsche Bank June 2005 - September 2010
Lord Abbett March 2003 - June 2005
Simpson Thacher & Bartlett LLP July 2000 - February 2003
Mayer Brown July 1999 - July 2000
Skills
Hedge Funds, Mutual Funds, Securities, Alternative Investments, Global Investment..., Wealth Management, Broker-Dealer, Transfer Agency
Education
Georgetown University Law Center 1996 — 1999
Master of Laws (LL.M.), International and Comparative Law
University of Ottawa / Université d'Ottawa 1991 — 1994
Bachelor of Laws (LL.B.)
University of Toronto 1988 — 1991
Bachelor of Arts (B.A.), Political Science and French Language & Literature
Harold Ognelodh's Merrill Lynch Experience March 2003 - March 2005
Job Securities Attorney, Regulatory Compliance and Legal Advisor, Risk Management, Creative Problem Solver
Industry Financial Services
Experience
Freddie Mac October 2014 - Present
BNY Mellon January 2010 - January 2014
RBC Capital Markets Corporation May 2005 - April 2009
Merrill Lynch March 2003 - March 2005
Skills
Corporate Governance, Financial Services, Business Strategy, FINRA, Asset Management, Equities, Securities, Securities Regulation, Series 7, Hedge Funds, Investment Banking, Investments, Fixed Income, Compliance, Prime Brokerage, Policy, Leadership, Venture Capital, Risk Management, Capital Markets, Finance, Derivatives, Bloomberg, Trading, Mutual Funds, Financial Risk, Private Equity, Alternative Investments, Financial Markets, Options, Due Diligence
Education
Georgetown University Law Center
Jurist Doctor, Banking, Corporate, Finance, and Securities Law
University of Pennsylvania
BA, Economics
Freddie Mac October 2014 - Present
BNY Mellon January 2010 - January 2014
RBC Capital Markets Corporation May 2005 - April 2009
Merrill Lynch March 2003 - March 2005
Skills
Corporate Governance, Financial Services, Business Strategy, FINRA, Asset Management, Equities, Securities, Securities Regulation, Series 7, Hedge Funds, Investment Banking, Investments, Fixed Income, Compliance, Prime Brokerage, Policy, Leadership, Venture Capital, Risk Management, Capital Markets, Finance, Derivatives, Bloomberg, Trading, Mutual Funds, Financial Risk, Private Equity, Alternative Investments, Financial Markets, Options, Due Diligence
Education
Georgetown University Law Center
Jurist Doctor, Banking, Corporate, Finance, and Securities Law
University of Pennsylvania
BA, Economics
Michael Wimberly's Merrill Lynch Experience October 2004 - October 2006
Job Senior Systems Engineer at Trimont Real Estate Advisors
Industry Computer Networking
Experience
Trimont Real Estate Advisors April 2008 - Present
Centers for Disease Control October 2006 - March 2008
Merrill Lynch October 2004 - October 2006
Norfolk Southern March 2004 - June 2004
GE Energy January 2001 - August 2003
Parker, Hudson, Rainer & Dobbs December 1999 - November 2000
LNR Property Corporation October 1998 - December 1999
MCI October 1996 - May 1998
Skills
Windows Server, VMware, Virtualization, Microsoft Exchange, IIS, Linux, Troubleshooting, Citrix, Storage Area Networks, Storage, Unix, High Availability, Network Security, Apache, Solaris, SAN
Education
William & Mary 1991 — 1995
None, Chemistry
Georgia Institute of Technology 1992 — 1993
None, Chemical Engineering
Trimont Real Estate Advisors April 2008 - Present
Centers for Disease Control October 2006 - March 2008
Merrill Lynch October 2004 - October 2006
Norfolk Southern March 2004 - June 2004
GE Energy January 2001 - August 2003
Parker, Hudson, Rainer & Dobbs December 1999 - November 2000
LNR Property Corporation October 1998 - December 1999
MCI October 1996 - May 1998
Skills
Windows Server, VMware, Virtualization, Microsoft Exchange, IIS, Linux, Troubleshooting, Citrix, Storage Area Networks, Storage, Unix, High Availability, Network Security, Apache, Solaris, SAN
Education
William & Mary 1991 — 1995
None, Chemistry
Georgia Institute of Technology 1992 — 1993
None, Chemical Engineering
Barbara Jenness's Merrill Lynch Experience September 1997 - January 1999
Job Licensed Real Estate Broker at Barbara B. Jenness, P.A.
Industry Real Estate
Experience
St. Augustine Regional Council October 2010 - Present
Barbara B. Jenness, P.A. January 2009 - Present
Women's Council of REALTORS® January 2002 - Present
Friends of A1A 2001 - May 2013
Coastal River Realty October 2007 - January 2009
REALTY EXECUTIVES September 2000 - 2007
IBM January 1999 - August 2000
Merrill Lynch September 1997 - January 1999
Travelhost August 1995 - July 1998
IBM 1981 - 1995
Skills
Buyer Representation, Residential Homes, REO, Short Sales, Foreclosures, Sellers, Real Estate Transactions, Real Estate, Selling, Condos, Luxury, Sales, Investment Properties, New Home Sales, Townhomes, 1031 Exchanges, Brokerage, Customer Service, Buyers, New Homes, HUD, Resellers, Single Family Homes, Real Estate Economics, Relocation, First Time Home Buyers, e-PRO, Property, Marketing, Investors, FHA, Contract Negotiation, ABR, Investments, Real Property, SFR, International Real..., Move Up Buyers, Negotiation, Referrals, Appraisals, Vacation Homes, Seniors, Agents, Listings, Entrepreneurship, Waterfront, Commercial Real Estate, Leases, Real Estate Development
Education
Georgia Institute of Technology 1977 — 1981
BS, Industrial Engineering
Leon
Salutatorian
St. Augustine Regional Council October 2010 - Present
Barbara B. Jenness, P.A. January 2009 - Present
Women's Council of REALTORS® January 2002 - Present
Friends of A1A 2001 - May 2013
Coastal River Realty October 2007 - January 2009
REALTY EXECUTIVES September 2000 - 2007
IBM January 1999 - August 2000
Merrill Lynch September 1997 - January 1999
Travelhost August 1995 - July 1998
IBM 1981 - 1995
Skills
Buyer Representation, Residential Homes, REO, Short Sales, Foreclosures, Sellers, Real Estate Transactions, Real Estate, Selling, Condos, Luxury, Sales, Investment Properties, New Home Sales, Townhomes, 1031 Exchanges, Brokerage, Customer Service, Buyers, New Homes, HUD, Resellers, Single Family Homes, Real Estate Economics, Relocation, First Time Home Buyers, e-PRO, Property, Marketing, Investors, FHA, Contract Negotiation, ABR, Investments, Real Property, SFR, International Real..., Move Up Buyers, Negotiation, Referrals, Appraisals, Vacation Homes, Seniors, Agents, Listings, Entrepreneurship, Waterfront, Commercial Real Estate, Leases, Real Estate Development
Education
Georgia Institute of Technology 1977 — 1981
BS, Industrial Engineering
Leon
Salutatorian
Ali Harris's Merrill Lynch Experience September 2007 - July 2012
Job Quality Assurance | Convergent, LLC
Industry Information Technology and Services
Experience
Convergent - Retirement Technology Experts July 2012 - Present
Merrill Lynch September 2007 - July 2012
Invesco September 2000 - September 2007
Skills
Project Management, Leadership, Change Management, Program Management, Strategic Planning, Asset Management, Management, Business Strategy, Business Development, Team Building, Entrepreneurship, Operations Management, Contract Negotiation, New Business Development, Customer Service, Budgets, Marketing Strategy, Investments, Strategic Financial..., Negotiation
Education
Georgia Institute of Technology 1989 — 1994
BA Textile Engineering, Fiber Science and Engineering
Georgia Institute of Technology 1989 — 1994
BA Textile Engineering, Fiber Science and Engineering
Convergent - Retirement Technology Experts July 2012 - Present
Merrill Lynch September 2007 - July 2012
Invesco September 2000 - September 2007
Skills
Project Management, Leadership, Change Management, Program Management, Strategic Planning, Asset Management, Management, Business Strategy, Business Development, Team Building, Entrepreneurship, Operations Management, Contract Negotiation, New Business Development, Customer Service, Budgets, Marketing Strategy, Investments, Strategic Financial..., Negotiation
Education
Georgia Institute of Technology 1989 — 1994
BA Textile Engineering, Fiber Science and Engineering
Georgia Institute of Technology 1989 — 1994
BA Textile Engineering, Fiber Science and Engineering
Robert Rhinehart's Merrill Lynch Experience June 1968 - July 1999
Job Owner, CIS Biotech, Inc.
Industry Biotechnology
Experience
CIS Biotech, Inc. August 2000 - Present
Merrill Lynch June 1968 - July 1999
Skills
Strategy, Contract Negotiation, Medical Devices, Leadership, Strategic Planning, Business Strategy, Marketing Strategy, Process Improvement, Sales Management, Product Development, Lifesciences, Mergers & Acquisitions, Team Building, New Business Development, Business Development, Start-ups, Sales, Entrepreneurship, Program Management, Management, Product Launch, Financial Analysis, Negotiation, Fundraising, Healthcare, Business Planning, Commercialization, Venture Capital, Coaching, Project Management, Leadership Development, Due Diligence, Customer Service, Strategic Partnerships, Mergers, Marketing, Cross-functional Team..., Executive Management, Public Speaking, Budgets, Small Business, Management Consulting, Product Management
Education
Georgia Institute of Technology 1958 — 1963
CIS Biotech, Inc. August 2000 - Present
Merrill Lynch June 1968 - July 1999
Skills
Strategy, Contract Negotiation, Medical Devices, Leadership, Strategic Planning, Business Strategy, Marketing Strategy, Process Improvement, Sales Management, Product Development, Lifesciences, Mergers & Acquisitions, Team Building, New Business Development, Business Development, Start-ups, Sales, Entrepreneurship, Program Management, Management, Product Launch, Financial Analysis, Negotiation, Fundraising, Healthcare, Business Planning, Commercialization, Venture Capital, Coaching, Project Management, Leadership Development, Due Diligence, Customer Service, Strategic Partnerships, Mergers, Marketing, Cross-functional Team..., Executive Management, Public Speaking, Budgets, Small Business, Management Consulting, Product Management
Education
Georgia Institute of Technology 1958 — 1963
Peter Holden's Merrill Lynch Experience 1999 - 2007
Job Director at Danske Markets Inc
Industry Banking
Experience
Danske Markets Inc. November 2012 - Present
Danske Bank May 2007 - November 2012
US Navy Reserve 1997 - 2009
Merrill Lynch 1999 - 2007
US Navy 1989 - 1997
Skills
Fixed Income, Bonds
Education
Georgetown University - The McDonough School of Business 1997 — 1999
Master of Business Administration (MBA)
The Catholic University of America 1995 — 1997
Master of Arts (M.A.), Economics
The George Washington University 1985 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Danske Markets Inc. November 2012 - Present
Danske Bank May 2007 - November 2012
US Navy Reserve 1997 - 2009
Merrill Lynch 1999 - 2007
US Navy 1989 - 1997
Skills
Fixed Income, Bonds
Education
Georgetown University - The McDonough School of Business 1997 — 1999
Master of Business Administration (MBA)
The Catholic University of America 1995 — 1997
Master of Arts (M.A.), Economics
The George Washington University 1985 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
M. Thomas Pablo's Merrill Lynch Experience May 2004 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2004 - Present
Education
Georgetown University - The McDonough School of Business
Merrill Lynch May 2004 - Present
Education
Georgetown University - The McDonough School of Business
Andrea Hogan's Merrill Lynch Experience 2000 - 2002
Job Partner at Latham & Watkins LLP
Industry Law Practice
Experience
Latham & Watkins LLP January 2015 - Present
Latham & Watkins LLP October 2005 - December 2014
Orrick, Herrington & Sutcliffe LLP 2004 - 2004
Merrill Lynch 2000 - 2002
Skills
Commercial Litigation, Litigation, Legal Research, Appeals, Private Equity, Civil Litigation, Legal Writing
Education
Georgetown University Law Center 2002 — 2005
2005, law
University of California, Santa Barbara 1994 — 1998
Latham & Watkins LLP January 2015 - Present
Latham & Watkins LLP October 2005 - December 2014
Orrick, Herrington & Sutcliffe LLP 2004 - 2004
Merrill Lynch 2000 - 2002
Skills
Commercial Litigation, Litigation, Legal Research, Appeals, Private Equity, Civil Litigation, Legal Writing
Education
Georgetown University Law Center 2002 — 2005
2005, law
University of California, Santa Barbara 1994 — 1998
Kevin Linde's Merrill Lynch Experience April 2005 - August 2008
Job Vice President, Compensation Manager
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley March 2010 - February 2012
Morgan Stanley September 2008 - March 2010
Merrill Lynch April 2005 - August 2008
JP Morgan Chase 2003 - 2005
Accenture November 2000 - December 2002
Skills
Team Management, Executive Compensation, Compensation, Human Capital Management, Analytics, Deferred Compensation, Financial Services, Incentive Programs, Management Consulting, Business Process..., Human Resources, Financial Modeling, Executive Pay, Management, Leadership, Consulting
Education
Georgia Institute of Technology 1993 — 1998
B.S., Industrial & Systems Engineering
Wells Fargo March 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley March 2010 - February 2012
Morgan Stanley September 2008 - March 2010
Merrill Lynch April 2005 - August 2008
JP Morgan Chase 2003 - 2005
Accenture November 2000 - December 2002
Skills
Team Management, Executive Compensation, Compensation, Human Capital Management, Analytics, Deferred Compensation, Financial Services, Incentive Programs, Management Consulting, Business Process..., Human Resources, Financial Modeling, Executive Pay, Management, Leadership, Consulting
Education
Georgia Institute of Technology 1993 — 1998
B.S., Industrial & Systems Engineering
Marlene Cintron's Merrill Lynch Experience March 1995 - December 2001
Job President, Marlene Cintron and Associates
Industry Nonprofit Organization Management
Experience
Marlene Cintron and Associates, Inc. July 2008 - Present
The HopeLine December 2001 - July 2007
Merrill Lynch March 1995 - December 2001
Education
Georgetown University Law Center
J.D.
Marlene Cintron and Associates, Inc. July 2008 - Present
The HopeLine December 2001 - July 2007
Merrill Lynch March 1995 - December 2001
Education
Georgetown University Law Center
J.D.
James MacKendree's Merrill Lynch Experience August 2000 - January 2004
Job
Industry Investment Management
Experience
Conatus Capital Management LP September 2013 - March 2014
GLG Partners/Man Investments July 2006 - February 2013
Bear Stearns January 2004 - July 2006
Merrill Lynch August 2000 - January 2004
KPMG US March 1996 - July 1998
NationsBank January 1994 - March 1996
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration (MBA)
Georgia Institute of Technology 1988 — 1993
Bachelor of Science (B.S.), Management
Conatus Capital Management LP September 2013 - March 2014
GLG Partners/Man Investments July 2006 - February 2013
Bear Stearns January 2004 - July 2006
Merrill Lynch August 2000 - January 2004
KPMG US March 1996 - July 1998
NationsBank January 1994 - March 1996
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration (MBA)
Georgia Institute of Technology 1988 — 1993
Bachelor of Science (B.S.), Management
Jared Knight, CPA, CISA's Merrill Lynch Experience March 1998 - January 2007
Job Internal Audit at Blue Cross Blue Shield of Florida
Industry Insurance
Experience
Blue Cross Blue Shield of Florida February 2009 - Present
KPMG January 2007 - December 2008
Merrill Lynch March 1998 - January 2007
Skills
Auditing, Sarbanes-Oxley Act
Education
University of North Florida 2004 — 2006
MACC
Jacksonville University 2001 — 2003
MBA
Georgia Institute of Technology 1992 — 1997
BS Management, Finance
Blue Cross Blue Shield of Florida February 2009 - Present
KPMG January 2007 - December 2008
Merrill Lynch March 1998 - January 2007
Skills
Auditing, Sarbanes-Oxley Act
Education
University of North Florida 2004 — 2006
MACC
Jacksonville University 2001 — 2003
MBA
Georgia Institute of Technology 1992 — 1997
BS Management, Finance
Ryan Brennan's Merrill Lynch Experience July 2006 - January 2008
Job Managing Partner, Whole Loan Solutions
Industry Financial Services
Experience
Whole Loan Solutions August 2013 - Present
Value Recovery Capital January 2012 - January 2015
BankUnited June 2010 - January 2012
Standard & Poor's April 2009 - May 2010
Camulos Capital February 2008 - November 2008
Merrill Lynch July 2006 - January 2008
Education
Georgetown University - The McDonough School of Business
BS, Finance
Whole Loan Solutions August 2013 - Present
Value Recovery Capital January 2012 - January 2015
BankUnited June 2010 - January 2012
Standard & Poor's April 2009 - May 2010
Camulos Capital February 2008 - November 2008
Merrill Lynch July 2006 - January 2008
Education
Georgetown University - The McDonough School of Business
BS, Finance
Anne Hewitt's Merrill Lynch Experience July 2007 - March 2010
Job Senior Consultant at Deloitte
Industry Computer Hardware
Experience
Deloitte July 2015 - Present
Bank of America March 2010 - June 2015
Merrill Lynch July 2007 - March 2010
Merrill Lynch May 2007 - August 2007
Skills
XML, SQL, Linux, Python, Java, CSS, HTML, Windows Server, OS X, Servers, Programming, C, Project Management, Windows, Cloud Computing, Testing, Business Intelligence, Microsoft Office, Integration, Analysis, Analytics, Databases, Data Analysis, Forecasting, System Administration, Troubleshooting, Hardware, Access, Business Analysis, SharePoint, Enterprise Software, Oracle, Storage, Infrastructure, Strategy, VMware
Education
Georgia Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Georgia Institute of Technology 2004 — 2008
B.S., Computer Science, 3.54
Deloitte July 2015 - Present
Bank of America March 2010 - June 2015
Merrill Lynch July 2007 - March 2010
Merrill Lynch May 2007 - August 2007
Skills
XML, SQL, Linux, Python, Java, CSS, HTML, Windows Server, OS X, Servers, Programming, C, Project Management, Windows, Cloud Computing, Testing, Business Intelligence, Microsoft Office, Integration, Analysis, Analytics, Databases, Data Analysis, Forecasting, System Administration, Troubleshooting, Hardware, Access, Business Analysis, SharePoint, Enterprise Software, Oracle, Storage, Infrastructure, Strategy, VMware
Education
Georgia Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Georgia Institute of Technology 2004 — 2008
B.S., Computer Science, 3.54
Doug Gifford's Merrill Lynch Experience July 1980 - February 2014
Job Sr Director Regulatory at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions May 2014 - Present
Merrill Lynch July 1980 - February 2014
Skills
Alternative Investments, Financial Services, Capital Markets, Trading, Series 7, Equities, Investments, Fixed Income, Derivatives, Wealth Management, Trading Systems, Portfolio Management, Risk Management, Hedge Funds, Securities, Investment Banking, Asset Management, Series 63, Bloomberg, Prime Brokerage
Education
Georgia Institute of Technology 1976 — 1980
Bachelor, Economics
High School
Broadridge Financial Solutions May 2014 - Present
Merrill Lynch July 1980 - February 2014
Skills
Alternative Investments, Financial Services, Capital Markets, Trading, Series 7, Equities, Investments, Fixed Income, Derivatives, Wealth Management, Trading Systems, Portfolio Management, Risk Management, Hedge Funds, Securities, Investment Banking, Asset Management, Series 63, Bloomberg, Prime Brokerage
Education
Georgia Institute of Technology 1976 — 1980
Bachelor, Economics
High School
Kenneth Falcon's Merrill Lynch Experience June 2004 - August 2004
Job Partner at Jacobson & Falcon LLP
Industry Law Practice
Experience
Jacobson & Falcon LLP January 2013 - Present
RentALawStudent.com, LLC March 2009 - January 2012
Georgetown University Law Center August 2008 - May 2011
U.S. District Court, EDNY June 2010 - August 2010
Jacobson and Colfin, P.C. June 2009 - August 2009
Interfaith Nutrition Network May 2007 - August 2008
Merrill Lynch June 2004 - August 2004
Skills
Litigation, Legal Research, Civil Litigation, Westlaw, Mediation, Corporate Law, Arbitration, Legal Writing, Editing, Intellectual Property
Education
Georgetown University Law Center 2008 — 2011
J.D., Law
Union College 2004 — 2008
B.A., Classics
Jacobson & Falcon LLP January 2013 - Present
RentALawStudent.com, LLC March 2009 - January 2012
Georgetown University Law Center August 2008 - May 2011
U.S. District Court, EDNY June 2010 - August 2010
Jacobson and Colfin, P.C. June 2009 - August 2009
Interfaith Nutrition Network May 2007 - August 2008
Merrill Lynch June 2004 - August 2004
Skills
Litigation, Legal Research, Civil Litigation, Westlaw, Mediation, Corporate Law, Arbitration, Legal Writing, Editing, Intellectual Property
Education
Georgetown University Law Center 2008 — 2011
J.D., Law
Union College 2004 — 2008
B.A., Classics
Ranga Covindassamy's Merrill Lynch Experience January 2004 - May 2005
Job Associate at Business Development Asia
Industry Investment Banking
Experience
Business Development Asia September 2011 - Present
European Bank for Reconstruction and Development May 2010 - August 2010
BearingPoint May 2006 - April 2009
Merrill Lynch January 2004 - May 2005
Skills
Emerging Markets, Investment Banking, Financial Modeling, Private Equity, Valuation, LBO, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Georgetown University - The McDonough School of Business 2002 — 2006
BS, Finance, International Business, and Mathematics
Business Development Asia September 2011 - Present
European Bank for Reconstruction and Development May 2010 - August 2010
BearingPoint May 2006 - April 2009
Merrill Lynch January 2004 - May 2005
Skills
Emerging Markets, Investment Banking, Financial Modeling, Private Equity, Valuation, LBO, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Georgetown University - The McDonough School of Business 2002 — 2006
BS, Finance, International Business, and Mathematics
Jacob Shaughnessy's Merrill Lynch Experience June 2006 - September 2006
Job Georgetown University Law Center
Industry Legal Services
Experience
MetLife December 2012 - August 2013
Cravath, Swaine & Moore LLP July 2009 - June 2011
Merrill Lynch June 2006 - September 2006
Education
Georgetown University Law Center 2013 — 2016
Doctor of Law (J.D.)
New York University 2006 — 2009
B.A., Philosophy
New York University 2006 — 2009
Diploma, Paralegal Studies
MetLife December 2012 - August 2013
Cravath, Swaine & Moore LLP July 2009 - June 2011
Merrill Lynch June 2006 - September 2006
Education
Georgetown University Law Center 2013 — 2016
Doctor of Law (J.D.)
New York University 2006 — 2009
B.A., Philosophy
New York University 2006 — 2009
Diploma, Paralegal Studies
Raul Arrazcaeta's Merrill Lynch Experience June 1993 - August 1996
Job Managing Director at Quo Vadis Advisors Ltd.
Industry Venture Capital & Private Equity
Experience
Quo Vadis Advisors Ltd. February 2006 - Present
Lazard August 1996 - January 2006
Merrill Lynch June 1993 - August 1996
Skills
Negotiation, Private Equity, Capital Markets, Valuation, Investments, Mergers, Strategic Planning, Investment Banking, Financial Modeling, Corporate Finance, Corporate Development, Equities, Mergers & Acquisitions, Entrepreneurship, Due Diligence, LBO, Strategy, Strategic Partnerships, Start-ups, Venture Capital, Alternative Investments, Emerging Markets, M&A experience, Restructuring, Asset Management, Hedge Funds, Equity Research, Portfolio Management, Structured Finance, Investor Relations, Bloomberg, Investment Management, Financial Analysis, Securities, Project Finance, Acquisition Integration, Financial Services, Fixed Income, Asset Allocation, Investment Advisory, Series 7, Joint Ventures, Finance, Leveraged Finance, Angel Investing, Executive Management
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, Finance
Georgia Institute of Technology 1981 — 1986
Bachelors Civil Engineering, Structural and Environmental Engineering
Quo Vadis Advisors Ltd. February 2006 - Present
Lazard August 1996 - January 2006
Merrill Lynch June 1993 - August 1996
Skills
Negotiation, Private Equity, Capital Markets, Valuation, Investments, Mergers, Strategic Planning, Investment Banking, Financial Modeling, Corporate Finance, Corporate Development, Equities, Mergers & Acquisitions, Entrepreneurship, Due Diligence, LBO, Strategy, Strategic Partnerships, Start-ups, Venture Capital, Alternative Investments, Emerging Markets, M&A experience, Restructuring, Asset Management, Hedge Funds, Equity Research, Portfolio Management, Structured Finance, Investor Relations, Bloomberg, Investment Management, Financial Analysis, Securities, Project Finance, Acquisition Integration, Financial Services, Fixed Income, Asset Allocation, Investment Advisory, Series 7, Joint Ventures, Finance, Leveraged Finance, Angel Investing, Executive Management
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, Finance
Georgia Institute of Technology 1981 — 1986
Bachelors Civil Engineering, Structural and Environmental Engineering
Aprill Shepherd's Merrill Lynch Experience January 2003 - January 2005
Job Relationship Officer with Community Trust & Investment Company
Industry Financial Services
Experience
Community Trust and Investment Company March 2012 - Present
The Sapphire Group, LLC January 2010 - November 2011
Northwestern Mutual June 2008 - January 2010
Unified Trust Company, N.A. January 2005 - June 2008
Merrill Lynch January 2003 - January 2005
D. Scott Neal, Inc. June 2001 - January 2003
Ford Motor Company January 1994 - February 2002
Skills
Problem Solving, Lean Manufacturing, Strategic Planning, Budgeting, Financial Analysis, Financial Planning, Financial Management, Analysis, Budgets, Business Development, Continuous Improvement, Kaizen, Management, Managerial Finance, Manufacturing, Strategic Financial..., Value Stream Mapping, Trust Services, Wealth Management, Public Speaking, Customer Service, Leadership, Finance, CRM, Process Improvement, Retirement Planning, Team Building, Sales, Investments, Strategy
Education
Michigan State University - The Eli Broad College of Business 1999 — 2001
Masters, Integrative Management
Georgia Institute of Technology 1989 — 1993
Bachelor of Science, International Affairs
Leadership Lexington 2003 — 2004
Community Trust and Investment Company March 2012 - Present
The Sapphire Group, LLC January 2010 - November 2011
Northwestern Mutual June 2008 - January 2010
Unified Trust Company, N.A. January 2005 - June 2008
Merrill Lynch January 2003 - January 2005
D. Scott Neal, Inc. June 2001 - January 2003
Ford Motor Company January 1994 - February 2002
Skills
Problem Solving, Lean Manufacturing, Strategic Planning, Budgeting, Financial Analysis, Financial Planning, Financial Management, Analysis, Budgets, Business Development, Continuous Improvement, Kaizen, Management, Managerial Finance, Manufacturing, Strategic Financial..., Value Stream Mapping, Trust Services, Wealth Management, Public Speaking, Customer Service, Leadership, Finance, CRM, Process Improvement, Retirement Planning, Team Building, Sales, Investments, Strategy
Education
Michigan State University - The Eli Broad College of Business 1999 — 2001
Masters, Integrative Management
Georgia Institute of Technology 1989 — 1993
Bachelor of Science, International Affairs
Leadership Lexington 2003 — 2004
Kristin Malcarney's Merrill Lynch Experience June 2004 - March 2009
Job Assistant Vice President at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York April 2009 - Present
Merrill Lynch June 2004 - March 2009
Skills
Capital Markets, Corporate Governance, Policy, Derivatives, Financial Institutions, Policy Analysis
Education
Georgetown University - The McDonough School of Business
MBA
Hamilton College
Federal Reserve Bank of New York April 2009 - Present
Merrill Lynch June 2004 - March 2009
Skills
Capital Markets, Corporate Governance, Policy, Derivatives, Financial Institutions, Policy Analysis
Education
Georgetown University - The McDonough School of Business
MBA
Hamilton College
J. Winston Hamilton, J.D. L'95/98's Merrill Lynch Experience May 1998 - June 1999
Job Founder/President,Legal Angel Foundation, Inc.
Industry Nonprofit Organization Management
Experience
Legal Angel Foundation, Inc. January 2005 - Present
Merrill Lynch May 1998 - June 1999
Edward Jones June 1991 - May 1998
Thomson-McKinnon, Inc. October 1988 - June 1991
Brooks Fashions, Inc. June 1985 - October 1988
Estee Lauder October 1976 - June 1978
Skills
Fundraising, Finance, Sales, Community Outreach, Social Media, Nonprofits
Education
Georgetown University Law Center 1991 — 1998
Juris Doctorate, Law
Rollins College 1987 — 1991
BS, Psychology
Legal Angel Foundation, Inc. January 2005 - Present
Merrill Lynch May 1998 - June 1999
Edward Jones June 1991 - May 1998
Thomson-McKinnon, Inc. October 1988 - June 1991
Brooks Fashions, Inc. June 1985 - October 1988
Estee Lauder October 1976 - June 1978
Skills
Fundraising, Finance, Sales, Community Outreach, Social Media, Nonprofits
Education
Georgetown University Law Center 1991 — 1998
Juris Doctorate, Law
Rollins College 1987 — 1991
BS, Psychology
James Ferrante's Merrill Lynch Experience March 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2013 - Present
Entrepreneur November 2011 - Present
Deustche Bank October 2006 - September 2011
Education
Georgetown University - The McDonough School of Business 2002 — 2006
Bachelor's, Finance, Management
Merrill Lynch March 2013 - Present
Entrepreneur November 2011 - Present
Deustche Bank October 2006 - September 2011
Education
Georgetown University - The McDonough School of Business 2002 — 2006
Bachelor's, Finance, Management
Ela Karahasanoglu's Merrill Lynch Experience June 2000 - January 2002
Job Vice President, Currency & Asset Allocation at CIBC Asset Management
Industry Investment Management
Experience
CIBC Asset Management July 2015 - Present
Mercer Investments February 2012 - June 2015
Bayesian Efficient Asset Management LLC (Quant Global Macro Hedge Fund) February 2008 - March 2011
BEST Canada LLC (Quant Global Macro CTA) April 2005 - February 2008
Euromed Inc. October 2002 - March 2005
Merrill Lynch June 2000 - January 2002
Merrill Lynch, Credit Derivatives Group (NY) June 1999 - September 1999
SUMERBANK A.S. Portfolio Management Group, Turkey February 1996 - February 1998
Skills
Microsoft Office, VBA, Bloomberg Terminal, Reuters, German, Turkish, Bloomberg Tradebook, TradingScreen, Trading Technologies, PerTrac, Hedge Funds, Trading, Derivatives, Portfolio Management, Asset Management, Currency, Capital Markets, Investments, Bloomberg, Financial Modeling, Excel, Alternative Investments, Due Diligence, Research, Risk, Commodities, Global Macro, Economics, Bonds, Options, Fund Of Funds, Emerging Markets, Investment Strategies, Fixed Income, Investment Management, Financial Risk, Commodity, Equities, Institutional..., Asset Allocation, Risk Management, Microsoft Excel, Quantitative Analytics, Chartered Financial..., Managed Futures, Private Banking, Performance Attribution, Equity Research
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Finance
Marmara Üniversitesi 1993 — 1997
BA, Finance/Accounting
uskudar amerikan kiz koleji 1986 — 1993
High school diploma, High School/Secondary Diplomas and Certificates
Bahariye 1981 — 1986
Elementary School Diploma, elementary education
CIBC Asset Management July 2015 - Present
Mercer Investments February 2012 - June 2015
Bayesian Efficient Asset Management LLC (Quant Global Macro Hedge Fund) February 2008 - March 2011
BEST Canada LLC (Quant Global Macro CTA) April 2005 - February 2008
Euromed Inc. October 2002 - March 2005
Merrill Lynch June 2000 - January 2002
Merrill Lynch, Credit Derivatives Group (NY) June 1999 - September 1999
SUMERBANK A.S. Portfolio Management Group, Turkey February 1996 - February 1998
Skills
Microsoft Office, VBA, Bloomberg Terminal, Reuters, German, Turkish, Bloomberg Tradebook, TradingScreen, Trading Technologies, PerTrac, Hedge Funds, Trading, Derivatives, Portfolio Management, Asset Management, Currency, Capital Markets, Investments, Bloomberg, Financial Modeling, Excel, Alternative Investments, Due Diligence, Research, Risk, Commodities, Global Macro, Economics, Bonds, Options, Fund Of Funds, Emerging Markets, Investment Strategies, Fixed Income, Investment Management, Financial Risk, Commodity, Equities, Institutional..., Asset Allocation, Risk Management, Microsoft Excel, Quantitative Analytics, Chartered Financial..., Managed Futures, Private Banking, Performance Attribution, Equity Research
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Finance
Marmara Üniversitesi 1993 — 1997
BA, Finance/Accounting
uskudar amerikan kiz koleji 1986 — 1993
High school diploma, High School/Secondary Diplomas and Certificates
Bahariye 1981 — 1986
Elementary School Diploma, elementary education
Gregory Lehman's Merrill Lynch Experience 2008 - 2009
Job US Education Finance Analyst at Apple
Industry Financial Services
Experience
Apple August 2013 - Present
Apple May 2012 - August 2013
CBRE 2010 - 2012
CB Richard Ellis 2009 - 2010
Merrill Lynch 2008 - 2009
Deloitte 2006 - 2007
Education
Georgetown University - The McDonough School of Business 2004 — 2008
BS, Finance, Accounting
Apple August 2013 - Present
Apple May 2012 - August 2013
CBRE 2010 - 2012
CB Richard Ellis 2009 - 2010
Merrill Lynch 2008 - 2009
Deloitte 2006 - 2007
Education
Georgetown University - The McDonough School of Business 2004 — 2008
BS, Finance, Accounting
Nell Merkle's Merrill Lynch Experience 1999 - 2005
Job Client Service at Crawford Investment Counsel, Inc.
Industry Financial Services
Experience
Crawford Investment Counsel, Inc. May 2005 - Present
Merrill Lynch 1999 - 2005
J. C. Bradford & Co. December 1994 - September 1999
Education
Georgia Institute of Technology
Industrial Management
Crawford Investment Counsel, Inc. May 2005 - Present
Merrill Lynch 1999 - 2005
J. C. Bradford & Co. December 1994 - September 1999
Education
Georgia Institute of Technology
Industrial Management
Jackson Chang's Merrill Lynch Experience October 2007 - Present
Job Financial Advisory at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Morgan Stanley Dean Witter May 2006 - August 2007
Samsung Investment Corporation February 2002 - April 2005
Education
National University of Singapore 2001 — 2002
International Business & Finance
Georgia Institute of Technology 1995 — 1998
Architecture
Merrill Lynch October 2007 - Present
Morgan Stanley Dean Witter May 2006 - August 2007
Samsung Investment Corporation February 2002 - April 2005
Education
National University of Singapore 2001 — 2002
International Business & Finance
Georgia Institute of Technology 1995 — 1998
Architecture
Brian Lindsey's Merrill Lynch Experience June 1999 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1999 - Present
Northern Trust May 1998 - June 1999
Great-West Life June 1995 - May 1998
Skills
Strategic Planning, Strategic Financial..., Finance, Process Improvement, Due Diligence, Series 7, Investments, Retirement Planning, Financial Services, Management, Business Strategy, Financial Analysis, Wealth Management, Risk Management, Forecasting, Cross-functional Team..., Retirement
Education
Georgia Institute of Technology 1991 — 1995
Bachelor of Science, Management
Merrill Lynch June 1999 - Present
Northern Trust May 1998 - June 1999
Great-West Life June 1995 - May 1998
Skills
Strategic Planning, Strategic Financial..., Finance, Process Improvement, Due Diligence, Series 7, Investments, Retirement Planning, Financial Services, Management, Business Strategy, Financial Analysis, Wealth Management, Risk Management, Forecasting, Cross-functional Team..., Retirement
Education
Georgia Institute of Technology 1991 — 1995
Bachelor of Science, Management
Noel I. Bishop's Merrill Lynch Experience November 2010 - August 2012
Job Associate at Halloran & Sage LLP
Industry Law Practice
Experience
Halloran & Sage LLP September 2013 - Present
Council on Legal Education Opportunity (CLEO) June 2010 - Present
Connecticut Bar Association May 2015 - June 2015
George W. Crawford Bar Association May 2015 - June 2015
George W. Crawford Bar Association May 2014 - May 2015
American Bar Association June 2012 - May 2013
Western New England Law Review March 2012 - April 2013
Halloran & Sage LLP May 2012 - August 2012
Merrill Lynch November 2010 - August 2012
U.S. District Court January 2012 - May 2012
Skills
Legal Research, Legal Writing, Westlaw, Public Speaking, Courts, Civil Litigation, LexisNexis, Trials, Research, Policy, Litigation
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.)
Western New England University School of Law 2010 — 2013
Juris Doctorate
Rutgers University-New Brunswick
Bachelor's Degree
Halloran & Sage LLP September 2013 - Present
Council on Legal Education Opportunity (CLEO) June 2010 - Present
Connecticut Bar Association May 2015 - June 2015
George W. Crawford Bar Association May 2015 - June 2015
George W. Crawford Bar Association May 2014 - May 2015
American Bar Association June 2012 - May 2013
Western New England Law Review March 2012 - April 2013
Halloran & Sage LLP May 2012 - August 2012
Merrill Lynch November 2010 - August 2012
U.S. District Court January 2012 - May 2012
Skills
Legal Research, Legal Writing, Westlaw, Public Speaking, Courts, Civil Litigation, LexisNexis, Trials, Research, Policy, Litigation
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.)
Western New England University School of Law 2010 — 2013
Juris Doctorate
Rutgers University-New Brunswick
Bachelor's Degree
Kripsa Mehta's Merrill Lynch Experience May 2007 - July 2007
Job Vice President at Bank of America
Industry Banking
Experience
Technical / Business Analyst April 2013 - Present
Data Warehouse / Informatica developer June 2011 - Present
Application Developer June 2008 - June 2011
Merrill Lynch May 2007 - July 2007
Skills
XML, Web Services, Agile Methodologies, Unix, Software Development, Perl, Databases, SOAP, Business Analysis, TIBCO
Education
Georgia Institute of Technology 2006 — 2008
Masters, Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering, Computer Science
Technical / Business Analyst April 2013 - Present
Data Warehouse / Informatica developer June 2011 - Present
Application Developer June 2008 - June 2011
Merrill Lynch May 2007 - July 2007
Skills
XML, Web Services, Agile Methodologies, Unix, Software Development, Perl, Databases, SOAP, Business Analysis, TIBCO
Education
Georgia Institute of Technology 2006 — 2008
Masters, Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering, Computer Science
Greg Byrnes's Merrill Lynch Experience June 1996 - June 1999
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2010 - Present
Carlson Companies March 2009 - August 2009
Deutsche Bank August 1999 - October 2008
Merrill Lynch June 1996 - June 1999
Winston & Strawn LLP June 1995 - June 1996
Nomura 1991 - 1991
Education
Georgetown University - The McDonough School of Business 1990 — 1994
M.B.A.
Georgetown University Law Center 1990 — 1994
J.D.
Princeton University 1985 — 1989
A.B.
St Albans
KeyBanc Capital Markets May 2010 - Present
Carlson Companies March 2009 - August 2009
Deutsche Bank August 1999 - October 2008
Merrill Lynch June 1996 - June 1999
Winston & Strawn LLP June 1995 - June 1996
Nomura 1991 - 1991
Education
Georgetown University - The McDonough School of Business 1990 — 1994
M.B.A.
Georgetown University Law Center 1990 — 1994
J.D.
Princeton University 1985 — 1989
A.B.
St Albans
Justin Lawrence's Merrill Lynch Experience July 2006 - July 2008
Job Vice President at Ares Management
Industry Venture Capital & Private Equity
Experience
Ares Management July 2010 - Present
MidOcean Partners August 2008 - June 2010
Merrill Lynch July 2006 - July 2008
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Investments, Equities, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Finance and Accounting
Iona Preparatory 1998 — 2002
Ares Management July 2010 - Present
MidOcean Partners August 2008 - June 2010
Merrill Lynch July 2006 - July 2008
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Investments, Equities, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Finance and Accounting
Iona Preparatory 1998 — 2002
Sultan Khan's Merrill Lynch Experience July 2012 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
Ramco May 2004 - August 2008
Skills
Valuation, Financial Modeling, Investment Strategies, Investments, Corporate Finance, Financial Analysis, Due Diligence, Finance, VBA, Hedge Funds, Alternative Investments, Bloomberg, Minitab, @Risk, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
New York University 2000 — 2004
BA, Economics
Merrill Lynch July 2012 - Present
Merrill Lynch July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
Ramco May 2004 - August 2008
Skills
Valuation, Financial Modeling, Investment Strategies, Investments, Corporate Finance, Financial Analysis, Due Diligence, Finance, VBA, Hedge Funds, Alternative Investments, Bloomberg, Minitab, @Risk, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
New York University 2000 — 2004
BA, Economics
Ronnie Rochell's Merrill Lynch Experience March 2003 - January 2008
Job Lean Manufacturing/Six Sigma Professional
Industry Automotive
Experience
Michelin September 2008 - October 2013
Merrill Lynch March 2003 - January 2008
Johnson Controls January 1997 - January 2003
Tyson Foods December 1992 - December 1997
Skills
Six Sigma, Leadership, Manufacturing, Strategic Planning, Process Improvement, Cross-functional Team..., FMEA, Kaizen, Microsoft Excel, Quality Management, Lean Manufacturing, Program Management, Forecasting, Continuous Improvement, Supply Chain, Negotiation, Manufacturing..., Team Building, Value Stream Mapping, Product Development, Root Cause Analysis, TPM, Contract Negotiation, Operations Management, Automotive
Education
Georgia Institute of Technology 1997 — 1998
Lean Certification, Six Sigma
University of Arkansas 1987 — 1992
Michelin September 2008 - October 2013
Merrill Lynch March 2003 - January 2008
Johnson Controls January 1997 - January 2003
Tyson Foods December 1992 - December 1997
Skills
Six Sigma, Leadership, Manufacturing, Strategic Planning, Process Improvement, Cross-functional Team..., FMEA, Kaizen, Microsoft Excel, Quality Management, Lean Manufacturing, Program Management, Forecasting, Continuous Improvement, Supply Chain, Negotiation, Manufacturing..., Team Building, Value Stream Mapping, Product Development, Root Cause Analysis, TPM, Contract Negotiation, Operations Management, Automotive
Education
Georgia Institute of Technology 1997 — 1998
Lean Certification, Six Sigma
University of Arkansas 1987 — 1992
Matthew Benton's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch September 2010 - August 2014
Georgetown University June 2007 - May 2011
Skills
BlackRock Aladdin, Series 7, Fixed Income, Asset Allocation, Investments, Bloomberg, Salesforce.com, Mutual Funds, Bloomberg Terminal, Equities, Finance, Financial Analysis, Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance
Gonzaga College High School 2003 — 2007
Diploma
Merrill Lynch September 2014 - Present
Merrill Lynch September 2010 - August 2014
Georgetown University June 2007 - May 2011
Skills
BlackRock Aladdin, Series 7, Fixed Income, Asset Allocation, Investments, Bloomberg, Salesforce.com, Mutual Funds, Bloomberg Terminal, Equities, Finance, Financial Analysis, Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance
Gonzaga College High School 2003 — 2007
Diploma
Jason Shelby's Merrill Lynch Experience September 2002 - March 2006
Job CoOwner of Diversified Financial Group
Industry Financial Services
Experience
Diversified Financial Group September 2006 - Present
Merrill Lynch September 2002 - March 2006
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
Georgia Institute of Technology 1992 — 1996
Bachelor's degree, Industrial Engineering
Diversified Financial Group September 2006 - Present
Merrill Lynch September 2002 - March 2006
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
Georgia Institute of Technology 1992 — 1996
Bachelor's degree, Industrial Engineering
Veronica Pascarel Dion's Merrill Lynch Experience July 2010 - May 2011
Job Investment Banking Associate at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi June 2014 - August 2014
FirstREX July 2010 - July 2013
Merrill Lynch July 2010 - May 2011
Watching America May 2009 - September 2010
University of San Francisco February 2010 - June 2010
EquityRock (formerly REX & Co.) January 2010 - June 2010
University of San Francisco September 2005 - December 2005
Skills
Russian, Economics, Critical Thinking, Spanish, Research, Microsoft Excel, PowerPoint, Data Analysis, Bloomberg, Analysis, Finance, International Relations, Investments, Portfolio Management, Analytics, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
University of San Francisco 2005 — 2010
B.A., International Business, Finance. Spanish Minor
Universidad Católica de Córdoba 2009 — 2009
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA), Finance
liceul "Nicolae Iorga"
Citi August 2015 - Present
Citi June 2014 - August 2014
FirstREX July 2010 - July 2013
Merrill Lynch July 2010 - May 2011
Watching America May 2009 - September 2010
University of San Francisco February 2010 - June 2010
EquityRock (formerly REX & Co.) January 2010 - June 2010
University of San Francisco September 2005 - December 2005
Skills
Russian, Economics, Critical Thinking, Spanish, Research, Microsoft Excel, PowerPoint, Data Analysis, Bloomberg, Analysis, Finance, International Relations, Investments, Portfolio Management, Analytics, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
University of San Francisco 2005 — 2010
B.A., International Business, Finance. Spanish Minor
Universidad Católica de Córdoba 2009 — 2009
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA), Finance
liceul "Nicolae Iorga"
Katie Costello's Merrill Lynch Experience August 2010 - May 2011
Job Associate at ACON Investments
Industry Venture Capital & Private Equity
Experience
ACON Investments October 2013 - Present
Perella Weinberg Partners July 2012 - September 2013
U.S. House of Representatives August 2011 - December 2011
Smart Woman Securities of Georgetown January 2011 - December 2011
UBS June 2011 - August 2011
Merrill Lynch August 2010 - May 2011
Marwood Group May 2010 - August 2010
Skills
Private Equity, Investments, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
Phillips Academy 2004 — 2008
ACON Investments October 2013 - Present
Perella Weinberg Partners July 2012 - September 2013
U.S. House of Representatives August 2011 - December 2011
Smart Woman Securities of Georgetown January 2011 - December 2011
UBS June 2011 - August 2011
Merrill Lynch August 2010 - May 2011
Marwood Group May 2010 - August 2010
Skills
Private Equity, Investments, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
Phillips Academy 2004 — 2008
Rick DAmico's Merrill Lynch Experience July 2007 - June 2015
Job GPS Investment Partners
Industry Financial Services
Richard Mortell's Merrill Lynch Experience 2006 - 2007
Job Vice President at Oak Street Real Estate Capital
Industry Financial Services
Experience
Oak Street Real Estate Capital 2012 - Present
Piper Jaffray 2011 - 2012
Spark Capital Management 2010 - 2011
Pfingsten Partners 2009 - 2010
Millennium Partners 2007 - 2009
Merrill Lynch 2006 - 2007
Skills
Equities, Hedge Funds, Insurance, Banking, Trading
Education
Georgetown University - The McDonough School of Business 2003 — 2006
B.S.B.A, Finance
Oak Street Real Estate Capital 2012 - Present
Piper Jaffray 2011 - 2012
Spark Capital Management 2010 - 2011
Pfingsten Partners 2009 - 2010
Millennium Partners 2007 - 2009
Merrill Lynch 2006 - 2007
Skills
Equities, Hedge Funds, Insurance, Banking, Trading
Education
Georgetown University - The McDonough School of Business 2003 — 2006
B.S.B.A, Finance
Charlotte Wells's Merrill Lynch Experience July 2003 - February 2009
Job Senior Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc February 2009 - Present
Merrill Lynch July 2003 - February 2009
Smith Barney October 1999 - July 2003
Education
Georgia College and State University 1968 — 1972
BS, Merchandising
Stone Mountain High School 1963 — 1968
UBS Financial Services Inc February 2009 - Present
Merrill Lynch July 2003 - February 2009
Smith Barney October 1999 - July 2003
Education
Georgia College and State University 1968 — 1972
BS, Merchandising
Stone Mountain High School 1963 — 1968
Cindy Chanthavisouk's Merrill Lynch Experience August 2007 - April 2009
Job Student at Clayton State University
Industry Legal Services
Experience
Merrill Lynch August 2007 - April 2009
Merrill Lynch March 2006 - August 2007
Education
Clayton State University 2011 — 2013
Georgia Perimeter College 2009 — 2011
Associate of Arts and Sciences (AAS), Criminal Justice
Merrill Lynch August 2007 - April 2009
Merrill Lynch March 2006 - August 2007
Education
Clayton State University 2011 — 2013
Georgia Perimeter College 2009 — 2011
Associate of Arts and Sciences (AAS), Criminal Justice
Helene Levenson's Merrill Lynch Experience 2006 - 2010
Job Financial Services Professional, Researcher, Retired Lawyer, Fiber Artist
Industry Financial Services
Experience
Merrill Lynch 2006 - 2010
Skills
Investments, Public Speaking
Education
Georgetown University Law Center 1979 — 1982
Doctor of Law (JD)
Georgetown University Law Center 1979 — 1982
Doctor of Law (JD)
Merrill Lynch 2006 - 2010
Skills
Investments, Public Speaking
Education
Georgetown University Law Center 1979 — 1982
Doctor of Law (JD)
Georgetown University Law Center 1979 — 1982
Doctor of Law (JD)
Kristy Tridhavee's Merrill Lynch Experience 2010 - Present
Job Wealth Strategist Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Education
Georgetown University Law Center 2009 — 2010
Master of Laws (LL.M.), Taxation
Syracuse University College of Law 2006 — 2009
Doctor of Law (J.D.), Law
Northwestern University 2002 — 2006
Bachelor's degree, History
Merrill Lynch 2010 - Present
Education
Georgetown University Law Center 2009 — 2010
Master of Laws (LL.M.), Taxation
Syracuse University College of Law 2006 — 2009
Doctor of Law (J.D.), Law
Northwestern University 2002 — 2006
Bachelor's degree, History
David Seckinger's Merrill Lynch Experience 1977 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1977 - Present
Skills
Investments, Financial Planning, Retirement Planning, Estate Planning
Education
Georgia State University 1975 — 1977
Master's degree, Finance, General
Georgia Institute of Technology 1971 — 1975
Bachelor of Science (B.S.), Industrial Management
Merrill Lynch 1977 - Present
Skills
Investments, Financial Planning, Retirement Planning, Estate Planning
Education
Georgia State University 1975 — 1977
Master's degree, Finance, General
Georgia Institute of Technology 1971 — 1975
Bachelor of Science (B.S.), Industrial Management
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank