Merrill Lynch & Co.
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. Customer service: 1 (800) 637-7455 Technical support: 1 (888) 656-6546 Headquarters: New York City, NY Parent organization: Bank of America
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Merrill Lynch & Co. Employees
Employee
Years
Job
Industry
Eric Einfalt Eric Einfalt's Merrill Lynch & Co. Experience September 1999 - June 2007
Job Head of Strategic Development at XR Trading
Industry Capital Markets
Experience
XR Trading January 2015 - Present
Non-Compete Agreement / Bandon Advisors, LLC February 2014 - January 2015
Sun Trading LLC June 2007 - February 2014
Merrill Lynch & Co. September 1999 - June 2007
PricewaterhouseCoopers 1996 - 1999
Skills
Strategy, Trading, Investments, Securities, Financial Services, Management, Business Strategy, Market Research, Electronic Trading, Trading Systems, Relationship Management, Equity Trading, Financial Markets, Options, Capital Markets, Accounting, Trading Strategies, Series 7, Proprietary Trading, Auditing, Private Equity, Series 24, Finance, Business Development, FX trading, Low Latency, Equities, Consulting, Fixed Income, Equity Derivatives, Market Data, Commodity, Derivatives, Hedge Funds, Market Making, FINRA, Quantitative Finance, Bloomberg, Exchange Connectivity, Market Structure, High Frequency Trading, Electronic Trading...
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Real Estate
Indiana University Bloomington 1992 — 1996
BS, Business (Accounting)
XR Trading January 2015 - Present
Non-Compete Agreement / Bandon Advisors, LLC February 2014 - January 2015
Sun Trading LLC June 2007 - February 2014
Merrill Lynch & Co. September 1999 - June 2007
PricewaterhouseCoopers 1996 - 1999
Skills
Strategy, Trading, Investments, Securities, Financial Services, Management, Business Strategy, Market Research, Electronic Trading, Trading Systems, Relationship Management, Equity Trading, Financial Markets, Options, Capital Markets, Accounting, Trading Strategies, Series 7, Proprietary Trading, Auditing, Private Equity, Series 24, Finance, Business Development, FX trading, Low Latency, Equities, Consulting, Fixed Income, Equity Derivatives, Market Data, Commodity, Derivatives, Hedge Funds, Market Making, FINRA, Quantitative Finance, Bloomberg, Exchange Connectivity, Market Structure, High Frequency Trading, Electronic Trading...
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Real Estate
Indiana University Bloomington 1992 — 1996
BS, Business (Accounting)
Gary Schulman Gary Schulman's Merrill Lynch & Co. Experience August 1987 - November 1988
Job Senior Tax Manager State Taxes
Industry Financial Services
Experience
GE November 1993 - Present
Citibank NA November 1988 - November 1993
Merrill Lynch & Co. August 1987 - November 1988
KPMG US March 1986 - August 1987
New York City Department of Finance July 1983 - March 1986
Skills
C.P.A., Certified Public..., Auditing, Tax, Tax Accounting, Tax Research, Management, Sarbanes-Oxley Act, Financial Analysis, Accounting, Corporate Tax, Financial Reporting, Due Diligence, CPA, Finance, State Tax, Financial Modeling, Internal Controls, Tax Advisory, US GAAP
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor Of Science, Accounting
GE November 1993 - Present
Citibank NA November 1988 - November 1993
Merrill Lynch & Co. August 1987 - November 1988
KPMG US March 1986 - August 1987
New York City Department of Finance July 1983 - March 1986
Skills
C.P.A., Certified Public..., Auditing, Tax, Tax Accounting, Tax Research, Management, Sarbanes-Oxley Act, Financial Analysis, Accounting, Corporate Tax, Financial Reporting, Due Diligence, CPA, Finance, State Tax, Financial Modeling, Internal Controls, Tax Advisory, US GAAP
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor Of Science, Accounting
Margarita Ramos Margarita Ramos's Merrill Lynch & Co. Experience 1998 - 2000
Job Global HR Compliance Executive at Bank of America
Industry Capital Markets
Experience
Bank of America February 2015 - Present
RBC Capital Markets June 2013 - February 2015
Axiom May 2009 - July 2013
HUMAN CAPITAL CONSULTING, LLC. July 2006 - March 2009
SMITH BARNEY/CITIGROUP March 2005 - June 2006
JPMORGAN CHASE 2001 - 2005
MERRILL LYNCH & CO. 1998 - 2000
MERRILL LYNCH & CO. 1995 - 1998
METROPOLITAN HOSPITAL CENTER January 1993 - January 1995
METROPOLITAN HOSPITAL CENTER January 1992 - January 1995
Skills
Workplace Investigations, Employee Relations, Employment Law, Mediation, Investigations, Labor Relations, Alternative Dispute..., Mergers, Leadership, Management, Performance Management, Personnel Management, Policy, Succession Planning, Talent Management, Training, Workplace Safety, Deferred Compensation, Employee Benefits
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Sociology/Education
State University of New York College at Buffalo
J.D, Law
Bank of America February 2015 - Present
RBC Capital Markets June 2013 - February 2015
Axiom May 2009 - July 2013
HUMAN CAPITAL CONSULTING, LLC. July 2006 - March 2009
SMITH BARNEY/CITIGROUP March 2005 - June 2006
JPMORGAN CHASE 2001 - 2005
MERRILL LYNCH & CO. 1998 - 2000
MERRILL LYNCH & CO. 1995 - 1998
METROPOLITAN HOSPITAL CENTER January 1993 - January 1995
METROPOLITAN HOSPITAL CENTER January 1992 - January 1995
Skills
Workplace Investigations, Employee Relations, Employment Law, Mediation, Investigations, Labor Relations, Alternative Dispute..., Mergers, Leadership, Management, Performance Management, Personnel Management, Policy, Succession Planning, Talent Management, Training, Workplace Safety, Deferred Compensation, Employee Benefits
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Sociology/Education
State University of New York College at Buffalo
J.D, Law
Habibe (Bibi) Rubio Habibe (Bibi) Rubio's Merrill Lynch & Co. Experience October 2007 - November 2009
Job Head of U.S. Tax, Westpac Institutional Bank
Industry Banking
Experience
Westpac Institutional Bank June 2013 - Present
KBC Bank Plc January 2010 - June 2013
Merrill Lynch & Co. October 2007 - November 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) April 2008 - September 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) January 2004 - September 2007
Depfa Bank Plc October 2004 - October 2006
Deloitte & Touche LLP May 2002 - October 2004
Arthur Andersen LLP July 2001 - May 2002
Ernst & Young LLP 1999 - 2001
Skills
Tax, Corporate Tax, Financial Reporting, Internal Controls, Accounting, International Tax, Tax Accounting, Finance, Tax Returns, Income Tax, Financial Services, Tax Research, Consolidation, Banking, Transfer Pricing, Big 4, US GAAP, Financial Accounting, Tax Preparation, Financial Statements
Education
Northeastern University - D'Amore-McKim School of Business 2013 — 2016
Masters in Taxation, Taxation
City University of New York-Baruch College - Zicklin School of Business 1994 — 1999
BBA, Accounting
Westpac Institutional Bank June 2013 - Present
KBC Bank Plc January 2010 - June 2013
Merrill Lynch & Co. October 2007 - November 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) April 2008 - September 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) January 2004 - September 2007
Depfa Bank Plc October 2004 - October 2006
Deloitte & Touche LLP May 2002 - October 2004
Arthur Andersen LLP July 2001 - May 2002
Ernst & Young LLP 1999 - 2001
Skills
Tax, Corporate Tax, Financial Reporting, Internal Controls, Accounting, International Tax, Tax Accounting, Finance, Tax Returns, Income Tax, Financial Services, Tax Research, Consolidation, Banking, Transfer Pricing, Big 4, US GAAP, Financial Accounting, Tax Preparation, Financial Statements
Education
Northeastern University - D'Amore-McKim School of Business 2013 — 2016
Masters in Taxation, Taxation
City University of New York-Baruch College - Zicklin School of Business 1994 — 1999
BBA, Accounting
Scott Henderson Scott Henderson's Merrill Lynch & Co. Experience August 1995 - March 1998
Job Principal at ADN Capital Ventures, Inc.
Industry Investment Banking
Experience
ADN Capital Ventures, Inc. June 2013 - Present
Helios Exchange September 2013 - Present
Metrus Energy September 2012 - Present
Renewable Funding November 2013 - February 2014
William J. Clinton Foundation August 2008 - January 2013
ADN Capital Ventures, Inc. November 2007 - June 2008
DiObex, Inc. September 2005 - September 2007
UBS Investment Bank March 1999 - March 2002
Dillon Read & Co. March 1998 - March 1999
Merrill Lynch & Co. August 1995 - March 1998
Skills
Renewable Energy, Corporate Finance, Mergers & Acquisitions, Investment Banking, Project Finance, Financial Modeling, Mergers, New Business Development, Strategy, Structured Finance, Energy, Business Development, Energy Efficiency, Product Development, Cleantech, Program Management, Finance, Start-ups, Venture Capital, Accounting, Private Equity, Capital Markets, Entrepreneurship, Policy, Energy Policy, Economics, Due Diligence
Education
Harvard University
Bachelor’s Degree, History
St. Andrew's School
High School, Magna Cum Laude
ADN Capital Ventures, Inc. June 2013 - Present
Helios Exchange September 2013 - Present
Metrus Energy September 2012 - Present
Renewable Funding November 2013 - February 2014
William J. Clinton Foundation August 2008 - January 2013
ADN Capital Ventures, Inc. November 2007 - June 2008
DiObex, Inc. September 2005 - September 2007
UBS Investment Bank March 1999 - March 2002
Dillon Read & Co. March 1998 - March 1999
Merrill Lynch & Co. August 1995 - March 1998
Skills
Renewable Energy, Corporate Finance, Mergers & Acquisitions, Investment Banking, Project Finance, Financial Modeling, Mergers, New Business Development, Strategy, Structured Finance, Energy, Business Development, Energy Efficiency, Product Development, Cleantech, Program Management, Finance, Start-ups, Venture Capital, Accounting, Private Equity, Capital Markets, Entrepreneurship, Policy, Energy Policy, Economics, Due Diligence
Education
Harvard University
Bachelor’s Degree, History
St. Andrew's School
High School, Magna Cum Laude
Paula Polito's Merrill Lynch & Co. Experience 2000 - 2009
Job Client Strategy Officer and Group Managing Director at UBS Wealth Management Americas
Industry
Experience
UBS Wealth Management Americas 2012 - Present
UBS Wealth Management Americas 2009 - 2012
Merrill Lynch & Co. 2000 - 2009
Fidelity Investments 1997 - 2000
Hill Holliday 1991 - 1996
WBZ-TV, Boston 1981 - 1991
Education
Boston College
Bachelor's Degree, Communications
UBS Wealth Management Americas 2012 - Present
UBS Wealth Management Americas 2009 - 2012
Merrill Lynch & Co. 2000 - 2009
Fidelity Investments 1997 - 2000
Hill Holliday 1991 - 1996
WBZ-TV, Boston 1981 - 1991
Education
Boston College
Bachelor's Degree, Communications
Ajay K. Misra's Merrill Lynch & Co. Experience 1994 - 1996
Job
Industry Venture Capital & Private Equity
Experience
Amtek Group May 2006 - Present
City of Toronto November 2000 - Present
Gloria Jean’s Coffees USA May 2007 - April 2012
State Street Bank May 1999 - November 2000
American Express Bank March 1997 - May 1998
CIBC Oppenheimer March 1996 - March 1997
Merrill Lynch & Co. 1994 - 1996
Education
Harvard University 1998 — 1999
Master's Certificate
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
MBA
National Institute of Technology 1988 — 1992
B. Engg
FINRA Securities Licenses
Ontario Municipal Management Institute
Certfied Municipal Manager, CMM III
Amtek Group May 2006 - Present
City of Toronto November 2000 - Present
Gloria Jean’s Coffees USA May 2007 - April 2012
State Street Bank May 1999 - November 2000
American Express Bank March 1997 - May 1998
CIBC Oppenheimer March 1996 - March 1997
Merrill Lynch & Co. 1994 - 1996
Education
Harvard University 1998 — 1999
Master's Certificate
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
MBA
National Institute of Technology 1988 — 1992
B. Engg
FINRA Securities Licenses
Ontario Municipal Management Institute
Certfied Municipal Manager, CMM III
Tim Hamick Tim Hamick's Merrill Lynch & Co. Experience April 2004 - September 2007
Job Investor, Entrepreneur, Advisor, Strategist, Innovator, Technologist, Marketer
Industry Investment Management
Experience
SparkTen Partners August 2014 - Present
DAN Fund I and DAN Fund II December 2013 - Present
Entrepreneurs' Organization July 2013 - July 2015
BubbleLife Media May 2012 - July 2013
2ndLAW Media April 2010 - May 2013
WhatYouCan.do April 2011 - December 2012
Southwest Securities October 2007 - October 2009
SWS Group October 2007 - October 2009
Merrill Lynch & Co. April 2004 - September 2007
ABN AMRO Incorporated May 1997 - April 2004
Skills
Lead Generation, Online Advertising, Web Design, Online Marketing, SEO, SEM, Social Media Marketing, PPC, Email Marketing, Web Analytics, Google Adwords, Affiliate Marketing, Digital Marketing, Google Analytics, Blogging, Mobile Marketing, Website Development, Digital Strategy, Web Development, Search Advertising, Online Branding, Keyword Research, Online Lead Generation, Conversion Optimization, Digital Media, Online Reputation..., Landing Page..., Yahoo Search Marketing, Online Journalism, Web Content, Online Publishing, SMS Marketing, Options, Electronic Trading, Electronic Trading..., Trading Systems, Equities, Equities Technology, Market Structure, Integrated Marketing, Marketing Strategy, Marketing, Market Research, Salesforce.com, Advertising, Business Development, Customer Acquisition, Strategy, Entrepreneurship
Education
Marquette University 1987 — 1991
BS, Business Administration with a concentration in Accounting
St. Viator High School 1984 — 1987
SparkTen Partners August 2014 - Present
DAN Fund I and DAN Fund II December 2013 - Present
Entrepreneurs' Organization July 2013 - July 2015
BubbleLife Media May 2012 - July 2013
2ndLAW Media April 2010 - May 2013
WhatYouCan.do April 2011 - December 2012
Southwest Securities October 2007 - October 2009
SWS Group October 2007 - October 2009
Merrill Lynch & Co. April 2004 - September 2007
ABN AMRO Incorporated May 1997 - April 2004
Skills
Lead Generation, Online Advertising, Web Design, Online Marketing, SEO, SEM, Social Media Marketing, PPC, Email Marketing, Web Analytics, Google Adwords, Affiliate Marketing, Digital Marketing, Google Analytics, Blogging, Mobile Marketing, Website Development, Digital Strategy, Web Development, Search Advertising, Online Branding, Keyword Research, Online Lead Generation, Conversion Optimization, Digital Media, Online Reputation..., Landing Page..., Yahoo Search Marketing, Online Journalism, Web Content, Online Publishing, SMS Marketing, Options, Electronic Trading, Electronic Trading..., Trading Systems, Equities, Equities Technology, Market Structure, Integrated Marketing, Marketing Strategy, Marketing, Market Research, Salesforce.com, Advertising, Business Development, Customer Acquisition, Strategy, Entrepreneurship
Education
Marquette University 1987 — 1991
BS, Business Administration with a concentration in Accounting
St. Viator High School 1984 — 1987
Thomas Harris Thomas Harris's Merrill Lynch & Co. Experience March 2006 - May 2009
Job
Industry Investment Banking
Experience
Merrill Lynch July 2010 - October 2012
Noranda Aluminum June 2009 - July 2010
Merrill Lynch & Co. March 2006 - May 2009
TD Securities June 1997 - March 2006
Skills
Mergers, New Business Development, Financial Technology, Equity Capital Markets, Energy, Enterprise Software, Leveraged Finance, Series 7, Series 63, IPO, Valuation, Private Equity, Joint Ventures, Investment Banking, Investments, Financial Modeling, Due Diligence, Portfolio Management, Corporate Finance, Structured Finance, Equities, Management, Capital Markets, Venture Capital, Investor Relations, Mergers & Acquisitions, Strategy, Competitive Analysis, Executive Management, Business Strategy, Bonds, LBO, High Yield, Corporate Development, Finance, Acquisitions, Business Development, Credit, Alternative Investments, Emerging Markets, Banking, Hedge Funds, Financial Structuring, Fixed Income, Financial Analysis, Financial Services, Leadership, Analysis, Start-ups, Strategic Planning
Education
Columbia Business School 2004 — 2005
MBA
NYU Stern School of Business 1994 — 1998
BS
Mount Whitney High School 1990 — 1994
HS Diploma
Merrill Lynch July 2010 - October 2012
Noranda Aluminum June 2009 - July 2010
Merrill Lynch & Co. March 2006 - May 2009
TD Securities June 1997 - March 2006
Skills
Mergers, New Business Development, Financial Technology, Equity Capital Markets, Energy, Enterprise Software, Leveraged Finance, Series 7, Series 63, IPO, Valuation, Private Equity, Joint Ventures, Investment Banking, Investments, Financial Modeling, Due Diligence, Portfolio Management, Corporate Finance, Structured Finance, Equities, Management, Capital Markets, Venture Capital, Investor Relations, Mergers & Acquisitions, Strategy, Competitive Analysis, Executive Management, Business Strategy, Bonds, LBO, High Yield, Corporate Development, Finance, Acquisitions, Business Development, Credit, Alternative Investments, Emerging Markets, Banking, Hedge Funds, Financial Structuring, Fixed Income, Financial Analysis, Financial Services, Leadership, Analysis, Start-ups, Strategic Planning
Education
Columbia Business School 2004 — 2005
MBA
NYU Stern School of Business 1994 — 1998
BS
Mount Whitney High School 1990 — 1994
HS Diploma
Mark Meyer, CFA Mark Meyer, CFA's Merrill Lynch & Co. Experience 1987 - 1993
Job Former Managing Director Seix Investment Advisors LLC
Industry Investment Management
Experience
Formerly at Seix Investment Advisors LLC 2010 - 2015
Nomura Asset Management U.S.A. Inc. 2006 - 2010
Franklin Templeton Portfolio Advisors 2001 - 2004
Fiduciary Trust Company 1998 - 2001
Salomon Smith Barney 1994 - 1998
Bankers Trust (BT Securities) 1993 - 1994
Merrill Lynch & Co. 1987 - 1993
Merrill Lynch & Co. 1984 - 1985
Skills
Sales Management, Public Plans, Consultant Relations, Corporate Plans, Foundations and..., Taft-Hartley, Insurance Portfolios, Fixed Income, High Yield, Bank Loans and CLOs, Equities, Asset Managment, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Derivatives, Asset Management, 401k
Education
Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
California State University-Long Beach 1979 — 1983
Bachelor of Science (BS), Accounting
Woodrow Wilson High School - Long Beach 1976 — 1979
Formerly at Seix Investment Advisors LLC 2010 - 2015
Nomura Asset Management U.S.A. Inc. 2006 - 2010
Franklin Templeton Portfolio Advisors 2001 - 2004
Fiduciary Trust Company 1998 - 2001
Salomon Smith Barney 1994 - 1998
Bankers Trust (BT Securities) 1993 - 1994
Merrill Lynch & Co. 1987 - 1993
Merrill Lynch & Co. 1984 - 1985
Skills
Sales Management, Public Plans, Consultant Relations, Corporate Plans, Foundations and..., Taft-Hartley, Insurance Portfolios, Fixed Income, High Yield, Bank Loans and CLOs, Equities, Asset Managment, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Derivatives, Asset Management, 401k
Education
Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
California State University-Long Beach 1979 — 1983
Bachelor of Science (BS), Accounting
Woodrow Wilson High School - Long Beach 1976 — 1979
Thomas Chen's Merrill Lynch & Co. Experience September 1992 - March 2005
Job Thomas Chen, Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners January 2011 - Present
Piper Jaffray April 2005 - December 2010
Merrill Lynch & Co. September 1992 - March 2005
First Chicago Corporation August 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA), Finance & Marketing
Allegheny College 1985 — 1989
Bachelor of Science (BS), Economics
Guggenheim Partners January 2011 - Present
Piper Jaffray April 2005 - December 2010
Merrill Lynch & Co. September 1992 - March 2005
First Chicago Corporation August 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA), Finance & Marketing
Allegheny College 1985 — 1989
Bachelor of Science (BS), Economics
Allyson Pritchett's Merrill Lynch & Co. Experience June 2006 - August 2006
Job Associate, Global Strategy & Business Development at Walt Disney Parks & Resorts
Industry Leisure, Travel & Tourism
Experience
The Walt Disney Company July 2014 - Present
T. Rowe Price May 2013 - August 2013
7-Eleven, Inc. September 2011 - August 2012
Morningstar Foods, A Dean Foods Company August 2009 - August 2011
McKinsey & Company September 2007 - August 2009
Merrill Lynch & Co. June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Wachovia, A Wells Fargo Company June 2004 - August 2004
Skills
Social Media Marketing, Pricing Strategy, Business Strategy, Marketing Strategy, Start-ups, Financial Analysis, Financial Modeling, Strategy, Due Diligence, Mergers & Acquisitions, Business Development, Market Analysis, Marketing
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), General Management
Harvard College 2003 — 2007
Bachelor of Arts, Applied Mathematics and Archaeology
The Walt Disney Company July 2014 - Present
T. Rowe Price May 2013 - August 2013
7-Eleven, Inc. September 2011 - August 2012
Morningstar Foods, A Dean Foods Company August 2009 - August 2011
McKinsey & Company September 2007 - August 2009
Merrill Lynch & Co. June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Wachovia, A Wells Fargo Company June 2004 - August 2004
Skills
Social Media Marketing, Pricing Strategy, Business Strategy, Marketing Strategy, Start-ups, Financial Analysis, Financial Modeling, Strategy, Due Diligence, Mergers & Acquisitions, Business Development, Market Analysis, Marketing
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), General Management
Harvard College 2003 — 2007
Bachelor of Arts, Applied Mathematics and Archaeology
Tyrone Rachal Tyrone Rachal's Merrill Lynch & Co. Experience August 2001 - December 2001
Job President at Urban Key Capital Partners
Industry Real Estate
Experience
Red Rock Global September 2013 - Present
Urban Key Capital Partners September 2013 - Present
Invest Atlanta May 2012 - August 2013
Atlanta Emerging Markets, Inc. April 2010 - August 2013
Invest Atlanta December 2007 - May 2012
Red Rock Global December 2001 - December 2007
Merrill Lynch & Co. August 2001 - December 2001
Merrill Lynch & Co. August 1998 - August 2001
Skadden, Arps, Slate, Meagher & Flom August 1997 - October 1997
Merrill Lynch & Co. June 1997 - August 1997
Skills
Mergers, Corporate Finance, Investment Banking, Consulting, Tax Increment Financing, Community Development..., Private Equity, Real Estate Development, Due Diligence, Valuation, Financial Modeling, Asset Managment, Leases, Real Estate Economics, Disposition, Asset Management, Mergers & Acquisitions, Tax Credits, Brokerage, Acquisitions, Program Management, Affordable Housing, Real Estate, Capital Markets, Management, Economic Development, Strategic Planning, Real Estate Financing, LIHTC, Redevelopment, Finance, Business Strategy, Emerging Markets, Financial Analysis, Investments, Commercial Real Estate, Entrepreneurship, Management Consulting, Real Estate Transactions, Public/private..., Executive Management, Economics, Financial Structuring, Location Intelligence, Joint Ventures, Corporate Governance, Corporate Real Estate, Venture Capital, Funding, Entitlements
Education
University of Chicago Law School 1995 — 1998
JD, Law
University of Chicago Graduate School of Business 1994 — 1998
MBA, Finance/Accounting
Dartmouth College 1988 — 1992
BA, Government/Economics
Red Rock Global September 2013 - Present
Urban Key Capital Partners September 2013 - Present
Invest Atlanta May 2012 - August 2013
Atlanta Emerging Markets, Inc. April 2010 - August 2013
Invest Atlanta December 2007 - May 2012
Red Rock Global December 2001 - December 2007
Merrill Lynch & Co. August 2001 - December 2001
Merrill Lynch & Co. August 1998 - August 2001
Skadden, Arps, Slate, Meagher & Flom August 1997 - October 1997
Merrill Lynch & Co. June 1997 - August 1997
Skills
Mergers, Corporate Finance, Investment Banking, Consulting, Tax Increment Financing, Community Development..., Private Equity, Real Estate Development, Due Diligence, Valuation, Financial Modeling, Asset Managment, Leases, Real Estate Economics, Disposition, Asset Management, Mergers & Acquisitions, Tax Credits, Brokerage, Acquisitions, Program Management, Affordable Housing, Real Estate, Capital Markets, Management, Economic Development, Strategic Planning, Real Estate Financing, LIHTC, Redevelopment, Finance, Business Strategy, Emerging Markets, Financial Analysis, Investments, Commercial Real Estate, Entrepreneurship, Management Consulting, Real Estate Transactions, Public/private..., Executive Management, Economics, Financial Structuring, Location Intelligence, Joint Ventures, Corporate Governance, Corporate Real Estate, Venture Capital, Funding, Entitlements
Education
University of Chicago Law School 1995 — 1998
JD, Law
University of Chicago Graduate School of Business 1994 — 1998
MBA, Finance/Accounting
Dartmouth College 1988 — 1992
BA, Government/Economics
Robin Harris's Merrill Lynch & Co. Experience September 2001 - March 2003
Job Founder at Luxeology
Industry Retail
Experience
Luxeology July 2009 - Present
Iconix Brand Group, Inc. February 2010 - June 2011
Financo, Inc. May 2006 - July 2009
Banc of America Securities July 2004 - April 2006
Saks Fifth Avenue Enterprises March 2003 - April 2004
Merrill Lynch & Co. September 2001 - March 2003
RBC Capital Markets January 1996 - July 1999
Skills
Mergers, Due Diligence, Trading, New Business Development, Capital Markets, Mergers & Acquisitions, Strategy, Business Planning, Strategic Partnerships, Cross-functional Team..., Valuation, Venture Capital, Financial Analysis, Business Strategy, Private Equity, E-commerce, Negotiation, Competitive Analysis, Financial Modeling, Investments, Finance, Entrepreneurship, Executive Management, Investment Banking, Analysis, Marketing, Retail, Product Development, Licensing, Start-ups
Education
University of Virginia Darden School of Business 1999 — 2001
MBA
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc, Comparative Government
Huron University College 1990 — 1994
BA (Hons), Political Science
Luxeology July 2009 - Present
Iconix Brand Group, Inc. February 2010 - June 2011
Financo, Inc. May 2006 - July 2009
Banc of America Securities July 2004 - April 2006
Saks Fifth Avenue Enterprises March 2003 - April 2004
Merrill Lynch & Co. September 2001 - March 2003
RBC Capital Markets January 1996 - July 1999
Skills
Mergers, Due Diligence, Trading, New Business Development, Capital Markets, Mergers & Acquisitions, Strategy, Business Planning, Strategic Partnerships, Cross-functional Team..., Valuation, Venture Capital, Financial Analysis, Business Strategy, Private Equity, E-commerce, Negotiation, Competitive Analysis, Financial Modeling, Investments, Finance, Entrepreneurship, Executive Management, Investment Banking, Analysis, Marketing, Retail, Product Development, Licensing, Start-ups
Education
University of Virginia Darden School of Business 1999 — 2001
MBA
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc, Comparative Government
Huron University College 1990 — 1994
BA (Hons), Political Science
Christiana Smith Shi's Merrill Lynch & Co. Experience September 1981 - August 1984
Job at
Industry Retail
Experience
Nike Inc. July 2013 - Present
West Marine September 2011 - Present
Nike, Inc. April 2012 - June 2013
Nike, Inc. November 2010 - April 2012
McKinsey & Company September 1986 - November 2010
Merrill Lynch & Co. September 1981 - August 1984
Education
Harvard Business School
MBA
Stanford University
BA, International Relations and Economics
Nike Inc. July 2013 - Present
West Marine September 2011 - Present
Nike, Inc. April 2012 - June 2013
Nike, Inc. November 2010 - April 2012
McKinsey & Company September 1986 - November 2010
Merrill Lynch & Co. September 1981 - August 1984
Education
Harvard Business School
MBA
Stanford University
BA, International Relations and Economics
Luke Harada Luke Harada's Merrill Lynch & Co. Experience 1986 - 1996
Job Vice President, Business Development at C. R. Bard, Inc.
Industry Medical Devices
Experience
C. R. Bard, Inc. February 2006 - Present
Stereotaxis, Inc. September 2007 - February 2008
Mitsui & Co. Venture Partners 2005 - 2006
Ortho-Clinical Diagnostics, a Johnson & Johnson company 2001 - 2004
Biosense Webster, Inc., a Johnson & Johnson company 1999 - 2001
Cordis Corporation, a Johnson & Johnson company 1996 - 1999
Merrill Lynch & Co. 1986 - 1996
Education
Northwestern University - Kellogg School of Management 1981 — 1985
MBA
Northwestern University School of Law 1981 — 1985
JD
Harvard University 1976 — 1980
C. R. Bard, Inc. February 2006 - Present
Stereotaxis, Inc. September 2007 - February 2008
Mitsui & Co. Venture Partners 2005 - 2006
Ortho-Clinical Diagnostics, a Johnson & Johnson company 2001 - 2004
Biosense Webster, Inc., a Johnson & Johnson company 1999 - 2001
Cordis Corporation, a Johnson & Johnson company 1996 - 1999
Merrill Lynch & Co. 1986 - 1996
Education
Northwestern University - Kellogg School of Management 1981 — 1985
MBA
Northwestern University School of Law 1981 — 1985
JD
Harvard University 1976 — 1980
Aaron Cheatham Aaron Cheatham's Merrill Lynch & Co. Experience August 1996 - January 2000
Job Director of Customer Experience and After Sales at Zero Motorcycles, Inc.
Industry Information Technology and Services
Experience
Zero Motorcycles, Inc. March 2013 - Present
ASC Advisory Services April 2009 - Present
Control4 April 2010 - March 2013
JAFCO Ventures October 2006 - February 2009
Mobius Venture Capital January 2001 - October 2006
Epoch Partners, Inc. January 2000 - January 2001
Merrill Lynch & Co. August 1996 - January 2000
Advanced Micro Devices, Inc. June 1991 - August 1994
Skills
Start-ups, Venture Capital, Product Management, Entrepreneurship, Mergers, Business Strategy, Product Marketing, SaaS, Corporate Development, Business Development, Strategic Planning, Strategic Partnerships
Education
UCLA Anderson School of Management 1994 — 1996
M.B.A., Entrepreneurial Studies and Finance
Cornell University 1987 — 1991
B.S., Electrical Engineering
Zero Motorcycles, Inc. March 2013 - Present
ASC Advisory Services April 2009 - Present
Control4 April 2010 - March 2013
JAFCO Ventures October 2006 - February 2009
Mobius Venture Capital January 2001 - October 2006
Epoch Partners, Inc. January 2000 - January 2001
Merrill Lynch & Co. August 1996 - January 2000
Advanced Micro Devices, Inc. June 1991 - August 1994
Skills
Start-ups, Venture Capital, Product Management, Entrepreneurship, Mergers, Business Strategy, Product Marketing, SaaS, Corporate Development, Business Development, Strategic Planning, Strategic Partnerships
Education
UCLA Anderson School of Management 1994 — 1996
M.B.A., Entrepreneurial Studies and Finance
Cornell University 1987 — 1991
B.S., Electrical Engineering
James Czubachowski, PMP James Czubachowski, PMP's Merrill Lynch & Co. Experience June 1983 - March 1985
Job Senior IT Project Manager @ Regeneron Pharmaceuticals
Industry Pharmaceuticals
Experience
Regeneron Pharmaceuticals, Inc. 2013 - Present
Johnson & Johnson October 2007 - November 2012
Johnson & Johnson / Pfizer / Warner Lambert June 2001 - October 2012
Pfizer/Warner Lambert June 1998 - May 2001
AT&T Labs June 1995 - May 1998
AT&T International December 1991 - March 1995
AT&T General Business Systems November 1987 - December 1991
AT&T Information Systems March 1985 - November 1987
Merrill Lynch & Co. June 1983 - March 1985
Skills
Cross-functional Team..., SDLC, Oracle, Validation, Testing, Program Management, Integration, Software Documentation, Process Improvement, Vendor Management, Outsourcing, Software Development, SQL, PMP, Business Analysis, Project Portfolio..., Change Management, Project Management, Management, Strategy, IT Strategy, Leadership, Analysis, Databases, Enterprise Software, Pharmaceutical Industry
Education
Fairleigh Dickinson University - Madison, NJ 1990 — 1993
MBA, Corporate Finance
Pace University - Lubin School of Business 1979 — 1983
BBA, Management Information Science, Finance
Regeneron Pharmaceuticals, Inc. 2013 - Present
Johnson & Johnson October 2007 - November 2012
Johnson & Johnson / Pfizer / Warner Lambert June 2001 - October 2012
Pfizer/Warner Lambert June 1998 - May 2001
AT&T Labs June 1995 - May 1998
AT&T International December 1991 - March 1995
AT&T General Business Systems November 1987 - December 1991
AT&T Information Systems March 1985 - November 1987
Merrill Lynch & Co. June 1983 - March 1985
Skills
Cross-functional Team..., SDLC, Oracle, Validation, Testing, Program Management, Integration, Software Documentation, Process Improvement, Vendor Management, Outsourcing, Software Development, SQL, PMP, Business Analysis, Project Portfolio..., Change Management, Project Management, Management, Strategy, IT Strategy, Leadership, Analysis, Databases, Enterprise Software, Pharmaceutical Industry
Education
Fairleigh Dickinson University - Madison, NJ 1990 — 1993
MBA, Corporate Finance
Pace University - Lubin School of Business 1979 — 1983
BBA, Management Information Science, Finance
Paul Mulvihill, CRPC® Paul Mulvihill, CRPC®'s Merrill Lynch & Co. Experience August 1998 - January 2009
Job Vice President Wealth Management, Retirement Plan Consultant, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch & Co. August 1998 - January 2009
United States Marine Corps December 1976 - July 1998
NROTC Unit, S.U.N.Y. Maritime College and Fordham University 1989 - 1992
Education
College for Financial Planning
CRPC® Chartered Retirement Planning Counselor SM, Comprehensive Retirement Planning
Society of Professional Asset-Mangers & Record Keepers
Accredited Retirement Plan Consultant (ARPC), U.S. Defined Contribution Plans Overview Program
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA
Saint John's University 1971 — 1976
BS, Criminal Justice
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch & Co. August 1998 - January 2009
United States Marine Corps December 1976 - July 1998
NROTC Unit, S.U.N.Y. Maritime College and Fordham University 1989 - 1992
Education
College for Financial Planning
CRPC® Chartered Retirement Planning Counselor SM, Comprehensive Retirement Planning
Society of Professional Asset-Mangers & Record Keepers
Accredited Retirement Plan Consultant (ARPC), U.S. Defined Contribution Plans Overview Program
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA
Saint John's University 1971 — 1976
BS, Criminal Justice
Sigrid (Mendel) Usen Sigrid (Mendel) Usen's Merrill Lynch & Co. Experience January 1995 - August 1997
Job Attorney and Executive
Industry Law Practice
Experience
reacHIRE April 2014 - December 2014
Family Office November 2002 - November 2013
MERRILL LYNCH & CO. January 1995 - August 1997
SIDLEY AUSTIN LLP September 1987 - January 1995
GASTON SNOW & ELY BARTLETT June 1986 - August 1986
PROSKAUER ROSE LLP June 1985 - May 1986
Skills
Corporate Law, Securities Regulation, Mergers & Acquisitions, Entrepreneurship, Private Equity, Venture Capital, Hedge Funds, Securities, Corporate Finance, Corporate Governance, Business Strategy, Strategic Planning, Contract Negotiation, Compensation Strategies, Estate Planning, Financial Services, Investments, Alternative Investments, Business Development, Finance, Management, Due Diligence, Business Analysis, Real Estate, Licensing, Litigation, Commercial Litigation, Nonprofits, Public Speaking, Legal Research, Legal Writing, Marketing
Education
Georgetown University Law Center 1984 — 1987
JD
University of Vermont 1980 — 1984
BA
The Baldwin School, Bryn Mawr Pennsylvania 1969 — 1980
Bar Admissions:
reacHIRE
Harvard Division of Continuing Education
Recent CLE/Professional Conferences: 2013 — 2015
reacHIRE April 2014 - December 2014
Family Office November 2002 - November 2013
MERRILL LYNCH & CO. January 1995 - August 1997
SIDLEY AUSTIN LLP September 1987 - January 1995
GASTON SNOW & ELY BARTLETT June 1986 - August 1986
PROSKAUER ROSE LLP June 1985 - May 1986
Skills
Corporate Law, Securities Regulation, Mergers & Acquisitions, Entrepreneurship, Private Equity, Venture Capital, Hedge Funds, Securities, Corporate Finance, Corporate Governance, Business Strategy, Strategic Planning, Contract Negotiation, Compensation Strategies, Estate Planning, Financial Services, Investments, Alternative Investments, Business Development, Finance, Management, Due Diligence, Business Analysis, Real Estate, Licensing, Litigation, Commercial Litigation, Nonprofits, Public Speaking, Legal Research, Legal Writing, Marketing
Education
Georgetown University Law Center 1984 — 1987
JD
University of Vermont 1980 — 1984
BA
The Baldwin School, Bryn Mawr Pennsylvania 1969 — 1980
Bar Admissions:
reacHIRE
Harvard Division of Continuing Education
Recent CLE/Professional Conferences: 2013 — 2015
John Andreasen John Andreasen's Merrill Lynch & Co. Experience July 1990 - August 2000
Job Vice President Global Markets Sales Technology at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Computershare January 2012 - May 2014
The Bank of New York Mellon August 2000 - December 2011
Merrill Lynch & Co. July 1990 - August 2000
Education
Pace University 2009 — 2013
Graduate, Software Engineering and Information Security
Marist College 1986 — 1990
B.S., Computer Science
Bank of America June 2014 - Present
Computershare January 2012 - May 2014
The Bank of New York Mellon August 2000 - December 2011
Merrill Lynch & Co. July 1990 - August 2000
Education
Pace University 2009 — 2013
Graduate, Software Engineering and Information Security
Marist College 1986 — 1990
B.S., Computer Science
R. Brent Jones R. Brent Jones's Merrill Lynch & Co. Experience 2006 - 2011
Job Chief Financial Officer (Interim) at Pall Corporation
Industry Executive Office
Experience
Pall Corporation 2015 - Present
Pall Corporation 2014 - 2015
Pall Corporation 2013 - 2014
Pall Corporation May 2012 - January 2013
Merrill Lynch & Co. 2006 - 2011
Investment Banking 1998 - 2006
Cravath, Swaine & Moore LLP 1995 - 1998
Education
Yale Law School 1992 — 1995
JD
Dartmouth College 1988 — 1992
AB, Biochemistry, Asian Studies
Pall Corporation 2015 - Present
Pall Corporation 2014 - 2015
Pall Corporation 2013 - 2014
Pall Corporation May 2012 - January 2013
Merrill Lynch & Co. 2006 - 2011
Investment Banking 1998 - 2006
Cravath, Swaine & Moore LLP 1995 - 1998
Education
Yale Law School 1992 — 1995
JD
Dartmouth College 1988 — 1992
AB, Biochemistry, Asian Studies
JP Chaput JP Chaput's Merrill Lynch & Co. Experience 2007 - 2009
Job Mitsubishi UFJ Financial Group (MUFG)
Industry Investment Banking
Experience
Mitsubishi UFJ Financial Group, Inc. November 2012 - Present
Bank of America Merrill Lynch 2009 - 2012
Merrill Lynch & Co. 2007 - 2009
Merrill Lynch & Co. 2004 - 2007
Skills
Credit Analysis, Investment Banking, Financial Modeling, DCF Valuation, Series 7, Series 63, Bonds, Acquisition Financing, LBO, Equities, Capital Markets, Leveraged Loans, Corporate Finance, Equity Research, Leveraged Finance, Mergers & Acquisitions, Private Equity
Education
Wharton School of Business 2007 — 2007
Executive Education
Iona College - Hagan School of Business 2003 — 2004
Master of Business Administration (MBA), Finance and International Business
Iona College 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Mitsubishi UFJ Financial Group, Inc. November 2012 - Present
Bank of America Merrill Lynch 2009 - 2012
Merrill Lynch & Co. 2007 - 2009
Merrill Lynch & Co. 2004 - 2007
Skills
Credit Analysis, Investment Banking, Financial Modeling, DCF Valuation, Series 7, Series 63, Bonds, Acquisition Financing, LBO, Equities, Capital Markets, Leveraged Loans, Corporate Finance, Equity Research, Leveraged Finance, Mergers & Acquisitions, Private Equity
Education
Wharton School of Business 2007 — 2007
Executive Education
Iona College - Hagan School of Business 2003 — 2004
Master of Business Administration (MBA), Finance and International Business
Iona College 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Mike Katz's Merrill Lynch & Co. Experience July 2003 - April 2005
Job
Industry Venture Capital & Private Equity
Experience
Alibaba Group March 2015 - Present
Battery Ventures May 2011 - February 2015
Conductor, Inc. May 2007 - May 2009
Pequot Ventures May 2005 - May 2007
Merrill Lynch & Co. July 2003 - April 2005
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Georgetown University 1999 — 2003
Menlo School 1995 — 1999
Alibaba Group March 2015 - Present
Battery Ventures May 2011 - February 2015
Conductor, Inc. May 2007 - May 2009
Pequot Ventures May 2005 - May 2007
Merrill Lynch & Co. July 2003 - April 2005
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Georgetown University 1999 — 2003
Menlo School 1995 — 1999
Richard O. Vandenberg Jr. Richard O. Vandenberg Jr.'s Merrill Lynch & Co. Experience January 2000 - May 2003
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust March 2011 - Present
Bessemer Trust Company January 2007 - March 2011
Merrill Lynch & Co. January 2000 - May 2003
Goldman Sachs & Co. February 1984 - January 2000
Salomon Brothers Inc. August 1981 - February 1984
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management..., Series 7, Family Office, Mutual Funds, Bloomberg, Fund Of Funds, Valuation, Finance, Estate Planning, Asset Management, High Net Worth..., Venture Capital, Bonds, Investment Banking, Series 63, Equity Research, Financial Markets
Education
UCLA Anderson School of Management 1979 — 1981
MBA
Brigham Young University 1973 — 1979
BS
International School of Brussels 1971 — 1973
HS diploma
Atlantic Trust March 2011 - Present
Bessemer Trust Company January 2007 - March 2011
Merrill Lynch & Co. January 2000 - May 2003
Goldman Sachs & Co. February 1984 - January 2000
Salomon Brothers Inc. August 1981 - February 1984
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management..., Series 7, Family Office, Mutual Funds, Bloomberg, Fund Of Funds, Valuation, Finance, Estate Planning, Asset Management, High Net Worth..., Venture Capital, Bonds, Investment Banking, Series 63, Equity Research, Financial Markets
Education
UCLA Anderson School of Management 1979 — 1981
MBA
Brigham Young University 1973 — 1979
BS
International School of Brussels 1971 — 1973
HS diploma
Cindy Chen Cindy Chen's Merrill Lynch & Co. Experience July 1997 - July 1999
Job Strategic Sales | Senior Account Executive at Conversant
Industry Internet
Experience
Conversant Inc. September 2012 - Present
Hopparazzi Photography May 2008 - Present
TellApart April 2011 - May 2012
MyPoints.com May 2009 - April 2011
MyPoints.com September 2006 - May 2009
Classmates May 2005 - September 2006
AskMe Corp September 2004 - December 2004
Tiffany & Co April 2002 - September 2004
Merrill Lynch Investment Managers August 1999 - February 2002
Merrill Lynch & Co. July 1997 - July 1999
Skills
Photography, Cooking, Online Marketing, E-commerce, Online Advertising, Web Analytics, Product Management, PPC, SEM, Digital Marketing, Analytics, Email Marketing, Lead Generation, Product Marketing, Business Development, SEO, Marketing Strategy, Start-ups, Social Media, Social Media Marketing, Affiliate Marketing, Display Advertising, Web Marketing, Customer Acquisition, CRM, Mobile Marketing, Digital Media, Digital Strategy, Direct Marketing, Competitive Analysis, Sales, Google Analytics, Google Adwords, Interactive Marketing, Strategic Partnerships, Integrated Marketing, Multi-channel Marketing, Salesforce.com, Media Buying, Mobile Advertising, Marketing, B2B Marketing
Education
Harvard University 1995 — 1997
BA
California Institute of Technology 1993 — 1994
Whitney High School 1989 — 1993
立人小學 1981 — 1986
Conversant Inc. September 2012 - Present
Hopparazzi Photography May 2008 - Present
TellApart April 2011 - May 2012
MyPoints.com May 2009 - April 2011
MyPoints.com September 2006 - May 2009
Classmates May 2005 - September 2006
AskMe Corp September 2004 - December 2004
Tiffany & Co April 2002 - September 2004
Merrill Lynch Investment Managers August 1999 - February 2002
Merrill Lynch & Co. July 1997 - July 1999
Skills
Photography, Cooking, Online Marketing, E-commerce, Online Advertising, Web Analytics, Product Management, PPC, SEM, Digital Marketing, Analytics, Email Marketing, Lead Generation, Product Marketing, Business Development, SEO, Marketing Strategy, Start-ups, Social Media, Social Media Marketing, Affiliate Marketing, Display Advertising, Web Marketing, Customer Acquisition, CRM, Mobile Marketing, Digital Media, Digital Strategy, Direct Marketing, Competitive Analysis, Sales, Google Analytics, Google Adwords, Interactive Marketing, Strategic Partnerships, Integrated Marketing, Multi-channel Marketing, Salesforce.com, Media Buying, Mobile Advertising, Marketing, B2B Marketing
Education
Harvard University 1995 — 1997
BA
California Institute of Technology 1993 — 1994
Whitney High School 1989 — 1993
立人小學 1981 — 1986
Liliana L. P. Liliana L. P.'s Merrill Lynch & Co. Experience February 2004 - August 2004
Job MBA & General Securities Representative
Industry Financial Services
Experience
EFG International October 2011 - Present
PricewaterhouseCoopers October 2008 - January 2011
Goldman Sachs & Co. February 2006 - June 2008
Calim Private Equity September 2004 - February 2006
Merrill Lynch & Co. February 2004 - August 2004
Weissman Center for International Business March 2003 - August 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
MBA, MBA in Finance & International Business
Pontificia Universidad Católica del Perú 2000 — 2000
Bachelor, Business Administration
EFG International October 2011 - Present
PricewaterhouseCoopers October 2008 - January 2011
Goldman Sachs & Co. February 2006 - June 2008
Calim Private Equity September 2004 - February 2006
Merrill Lynch & Co. February 2004 - August 2004
Weissman Center for International Business March 2003 - August 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
MBA, MBA in Finance & International Business
Pontificia Universidad Católica del Perú 2000 — 2000
Bachelor, Business Administration
Graig Nickel, CFA Graig Nickel, CFA's Merrill Lynch & Co. Experience November 2005 - October 2006
Job Trader Fixed Income
Industry Investment Management
Experience
Vanguard Brokerage 2010 - Present
BlackRock August 2009 - April 2010
BlackRock October 2006 - November 2008
Merrill Lynch & Co. November 2005 - October 2006
Credit Suisse First Boston August 2005 - November 2005
Merrill Lynch & Co. February 2003 - June 2005
Deutsche Bank January 2001 - May 2002
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
Penn State University 1996 — 2000
BS, Criminal Justice
Vanguard Brokerage 2010 - Present
BlackRock August 2009 - April 2010
BlackRock October 2006 - November 2008
Merrill Lynch & Co. November 2005 - October 2006
Credit Suisse First Boston August 2005 - November 2005
Merrill Lynch & Co. February 2003 - June 2005
Deutsche Bank January 2001 - May 2002
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
Penn State University 1996 — 2000
BS, Criminal Justice
David M. Mullane David M. Mullane's Merrill Lynch & Co. Experience 1998 - 1999
Job Senior Vice President at Brookfield Asset Management
Industry Investment Management
Experience
Brookfield Asset Management August 2015 - Present
Taconic Capital Advisors LLC April 2013 - September 2014
BlackRock 2007 - 2013
Quellos 2002 - 2007
JPMorgan Partners (formerly Chase Capital Partners) 1999 - 2002
Merrill Lynch & Co. 1998 - 1999
Benedetto, Gartland & Co. 1996 - 1998
MeesPierson (now Fortis) 1989 - 1996
Rogers & Wells LLP (now Clifford Chance) 1984 - 1989
Education
Georgetown University Law Center 1981 — 1984
Doctor of Law (J.D.)
Georgetown University 1976 — 1980
Bachelor of Arts (B.A.), Double Major: Economics and English
Brookfield Asset Management August 2015 - Present
Taconic Capital Advisors LLC April 2013 - September 2014
BlackRock 2007 - 2013
Quellos 2002 - 2007
JPMorgan Partners (formerly Chase Capital Partners) 1999 - 2002
Merrill Lynch & Co. 1998 - 1999
Benedetto, Gartland & Co. 1996 - 1998
MeesPierson (now Fortis) 1989 - 1996
Rogers & Wells LLP (now Clifford Chance) 1984 - 1989
Education
Georgetown University Law Center 1981 — 1984
Doctor of Law (J.D.)
Georgetown University 1976 — 1980
Bachelor of Arts (B.A.), Double Major: Economics and English
Moira Conlon Moira Conlon's Merrill Lynch & Co. Experience 1988 - 1993
Job President, Financial Profiles, Inc.
Industry Public Relations and Communications
Experience
Financial Profiles, Inc. December 2007 - Present
The Abernathy MacGregor Group May 2007 - November 2008
Financial Relations Board 1993 - 2006
Merrill Lynch & Co. 1988 - 1993
Skills
Investor Relations, Strategic Communications, IPO, Crisis Communications, Media Relations, Mergers & Acquisitions, Corporate Communications, Marketing Communications, Press Releases, Public Relations, Executive Management, Investment Banking, Emerging Markets, Valuation, Message Development, New Business Development, Speech Writing, Strategy, Private Placements, Thought Leadership, Entrepreneurship, Management, Reputation Management, Banking, Public Affairs, Investments, Crisis Management, Capital Markets, Venture Capital, Publicity, Strategic Partnerships, Corporate Development, Internal Communications, Finance, Spokesperson, Corporate Social..., Marketing, Strategic Planning, Start-ups, Business Development, Annual Reports, Positioning, Financial Communications, Communication Training, Reputation, Public Companies, Messaging, Leadership, Strategic..., Communications Planning
Education
Georgetown University
Bachelor's degree, Art History, Criticism and Conservation
Financial Profiles, Inc. December 2007 - Present
The Abernathy MacGregor Group May 2007 - November 2008
Financial Relations Board 1993 - 2006
Merrill Lynch & Co. 1988 - 1993
Skills
Investor Relations, Strategic Communications, IPO, Crisis Communications, Media Relations, Mergers & Acquisitions, Corporate Communications, Marketing Communications, Press Releases, Public Relations, Executive Management, Investment Banking, Emerging Markets, Valuation, Message Development, New Business Development, Speech Writing, Strategy, Private Placements, Thought Leadership, Entrepreneurship, Management, Reputation Management, Banking, Public Affairs, Investments, Crisis Management, Capital Markets, Venture Capital, Publicity, Strategic Partnerships, Corporate Development, Internal Communications, Finance, Spokesperson, Corporate Social..., Marketing, Strategic Planning, Start-ups, Business Development, Annual Reports, Positioning, Financial Communications, Communication Training, Reputation, Public Companies, Messaging, Leadership, Strategic..., Communications Planning
Education
Georgetown University
Bachelor's degree, Art History, Criticism and Conservation
Peter Marron Jr's Merrill Lynch & Co. Experience June 2003 - August 2003
Job Real Estate Agent / Investment / Development / Management
Industry Real Estate
Experience
Marron Associates, Inc. April 2010 - Present
Marron Gildea Realtors April 2010 - Present
The Marron Foundation April 2007 - Present
Ho-Ho-Kus Volunteer Fire Department April 1999 - Present
Merrill Lynch January 2008 - April 2010
Hold Brothers Capital, LLC October 2006 - December 2007
Marron Financial Marketing August 2002 - December 2007
Cowen Group, Inc. February 2005 - July 2006
Merrill Lynch & Co. June 2003 - August 2003
Merrill Lynch & Co. June 2002 - August 2002
Skills
Short Sales, Negotiation, Real Estate, Capital Markets, Relocation, Wealth Management, Equities, First Time Home Buyers, Real Estate Transactions, Contract Negotiation, Valuation, Investment Properties, Sellers, Brokerage, Sales, Residential Homes, Trading, Investments
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Don Bosco Preparatory High School 1996 — 2000
Marron Associates, Inc. April 2010 - Present
Marron Gildea Realtors April 2010 - Present
The Marron Foundation April 2007 - Present
Ho-Ho-Kus Volunteer Fire Department April 1999 - Present
Merrill Lynch January 2008 - April 2010
Hold Brothers Capital, LLC October 2006 - December 2007
Marron Financial Marketing August 2002 - December 2007
Cowen Group, Inc. February 2005 - July 2006
Merrill Lynch & Co. June 2003 - August 2003
Merrill Lynch & Co. June 2002 - August 2002
Skills
Short Sales, Negotiation, Real Estate, Capital Markets, Relocation, Wealth Management, Equities, First Time Home Buyers, Real Estate Transactions, Contract Negotiation, Valuation, Investment Properties, Sellers, Brokerage, Sales, Residential Homes, Trading, Investments
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Don Bosco Preparatory High School 1996 — 2000
David Stievater David Stievater's Merrill Lynch & Co. Experience June 1988 - August 1990
Job Director, Epocrates Solutions Design
Industry Hospital & Health Care
Experience
athenahealth July 2014 - Present
athenahealth September 2010 - June 2014
Quantia Communications June 2009 - August 2010
PDI, Inc. November 2006 - June 2009
ImpactRx, Inc. August 2003 - November 2006
Stievater & Associates, Inc. January 2002 - July 2003
The Monitor Group September 1990 - December 2001
Warner-Lambert June 1994 - August 1994
Merrill Lynch & Co. June 1988 - August 1990
Skills
Strategy, Healthcare, Start-ups, Cross-functional Team..., Business Development, Strategic Planning, Competitive Analysis, Leadership, Marketing, Market Research, Email Marketing, Business Strategy, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Marketing
Georgetown University 1984 — 1988
BSFS, International Politics; Business
City Honors School 1980 — 1984
High School, College Prep
athenahealth July 2014 - Present
athenahealth September 2010 - June 2014
Quantia Communications June 2009 - August 2010
PDI, Inc. November 2006 - June 2009
ImpactRx, Inc. August 2003 - November 2006
Stievater & Associates, Inc. January 2002 - July 2003
The Monitor Group September 1990 - December 2001
Warner-Lambert June 1994 - August 1994
Merrill Lynch & Co. June 1988 - August 1990
Skills
Strategy, Healthcare, Start-ups, Cross-functional Team..., Business Development, Strategic Planning, Competitive Analysis, Leadership, Marketing, Market Research, Email Marketing, Business Strategy, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Marketing
Georgetown University 1984 — 1988
BSFS, International Politics; Business
City Honors School 1980 — 1984
High School, College Prep
Juan Carlos Olivarez's Merrill Lynch & Co. Experience September 2008 - October 2010
Job
Industry Oil & Energy
Experience
Wells Fargo Securities January 2014 - Present
GE Energy Financial Services January 2011 - January 2014
Merrill Lynch & Co. September 2008 - October 2010
Merrill Lynch & Co. June 2007 - August 2007
Salomon Smith Barney July 2002 - January 2005
Skills
Investment Banking, Financial Modeling, Equities, Private Equity, Securities, Valuation, Portfolio Management, Venture Capital, Energy, Debt, Renewable Energy, Oil & Gas Exploration, Upstream, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Structuring
Education
Brown University
BA, Economics
The Tuck School of Business at Dartmouth
MBA, General Management
Wells Fargo Securities January 2014 - Present
GE Energy Financial Services January 2011 - January 2014
Merrill Lynch & Co. September 2008 - October 2010
Merrill Lynch & Co. June 2007 - August 2007
Salomon Smith Barney July 2002 - January 2005
Skills
Investment Banking, Financial Modeling, Equities, Private Equity, Securities, Valuation, Portfolio Management, Venture Capital, Energy, Debt, Renewable Energy, Oil & Gas Exploration, Upstream, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Structuring
Education
Brown University
BA, Economics
The Tuck School of Business at Dartmouth
MBA, General Management
Joseph Suosso's Merrill Lynch & Co. Experience July 1990 - January 1991
Job VP, Commercial Banking Regional Controller at TD Bank
Industry Financial Services
Experience
TD Bank October 2012 - Present
TD Bank November 2011 - November 2012
TD Bank, N.A. October 2010 - November 2011
TD Bank, N.A. July 2009 - October 2010
Merrill Lynch Bank Group September 2004 - July 2009
Merrill Lynch Bank & Trust Group March 2003 - September 2004
Merrill Lynch Bank & Trust Group June 2001 - March 2003
Merrill Lynch Bank & Trust Group August 1998 - July 2001
Merrill Lynch Insurance Group May 1993 - August 1998
Merrill Lynch & Co. July 1990 - January 1991
Skills
Accounting, Financial Reporting, Cash Management, Financial Analysis, Banking, Internal Controls, Financial Modeling, Treasury Management, Forecasting, Account Reconciliation, Finance, General Ledger, Portfolio Management, Financial Risk, Commercial Banking, Risk Management
Education
La Salle University 1986 — 1990
Bachelor of Science
TD Bank October 2012 - Present
TD Bank November 2011 - November 2012
TD Bank, N.A. October 2010 - November 2011
TD Bank, N.A. July 2009 - October 2010
Merrill Lynch Bank Group September 2004 - July 2009
Merrill Lynch Bank & Trust Group March 2003 - September 2004
Merrill Lynch Bank & Trust Group June 2001 - March 2003
Merrill Lynch Bank & Trust Group August 1998 - July 2001
Merrill Lynch Insurance Group May 1993 - August 1998
Merrill Lynch & Co. July 1990 - January 1991
Skills
Accounting, Financial Reporting, Cash Management, Financial Analysis, Banking, Internal Controls, Financial Modeling, Treasury Management, Forecasting, Account Reconciliation, Finance, General Ledger, Portfolio Management, Financial Risk, Commercial Banking, Risk Management
Education
La Salle University 1986 — 1990
Bachelor of Science
Brendan Winkler, CAIA, PMP's Merrill Lynch & Co. Experience June 2003 - June 2004
Job Senior Manager, Investment Management Consulting Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP June 2012 - Present
Deloitte & Touche LLP May 2010 - August 2012
Citadel LLC - Omnium November 2009 - July 2010
Deloitte & Touche LLP August 2008 - December 2009
Bank of America/LaSalle Global Fund Services June 2006 - July 2008
Breakwater Trading, LLC June 2004 - July 2006
Merrill Lynch & Co. June 2003 - June 2004
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Hedge Funds, Financial Modeling, Options, Trading, Structured Products, Portfolio Management, Alternative Investments, Risk Management, Valuation, Commodity, Bonds, Hedging, Finance, Asset Management, Banking, Credit Derivatives, Credit, Technical Analysis, Treasury, Mutual Funds, Private Equity, Bloomberg, Commodity Markets, Financial Markets, Investment Banking, Market Risk, Financial Risk, Financial Advisory, Financial Services, Securities, Emerging Markets, Analysis, Structured Finance, Due Diligence
Education
Butler University - College of Business Administration 1999 — 2003
Bachelor of Science (B.S.), Economics and Finance
Deloitte & Touche LLP June 2012 - Present
Deloitte & Touche LLP May 2010 - August 2012
Citadel LLC - Omnium November 2009 - July 2010
Deloitte & Touche LLP August 2008 - December 2009
Bank of America/LaSalle Global Fund Services June 2006 - July 2008
Breakwater Trading, LLC June 2004 - July 2006
Merrill Lynch & Co. June 2003 - June 2004
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Hedge Funds, Financial Modeling, Options, Trading, Structured Products, Portfolio Management, Alternative Investments, Risk Management, Valuation, Commodity, Bonds, Hedging, Finance, Asset Management, Banking, Credit Derivatives, Credit, Technical Analysis, Treasury, Mutual Funds, Private Equity, Bloomberg, Commodity Markets, Financial Markets, Investment Banking, Market Risk, Financial Risk, Financial Advisory, Financial Services, Securities, Emerging Markets, Analysis, Structured Finance, Due Diligence
Education
Butler University - College of Business Administration 1999 — 2003
Bachelor of Science (B.S.), Economics and Finance
H. Andrew Decker's Merrill Lynch & Co. Experience June 2008 - January 2009
Job Senior Managing Director at Guggenheim Capital Markets
Industry Investment Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
Merrill Lynch & Co. June 2008 - January 2009
Bear Stearns & Co. Inc. July 1991 - June 2008
Sherman Broadcasting Corporation 1988 - 1991
Skills
Private Equity, Investment Banking, Corporate Development, Valuation, Capital Markets, Start-ups, Equities, Mergers & Acquisitions, Financial Modeling, Fixed Income, Due Diligence, Venture Capital, Capital Raising, Hedge Funds
Education
Harvard University 1972 — 1976
Bachelor's degree, Government and Economics
Guggenheim Securities, LLC June 2009 - Present
Merrill Lynch & Co. June 2008 - January 2009
Bear Stearns & Co. Inc. July 1991 - June 2008
Sherman Broadcasting Corporation 1988 - 1991
Skills
Private Equity, Investment Banking, Corporate Development, Valuation, Capital Markets, Start-ups, Equities, Mergers & Acquisitions, Financial Modeling, Fixed Income, Due Diligence, Venture Capital, Capital Raising, Hedge Funds
Education
Harvard University 1972 — 1976
Bachelor's degree, Government and Economics
Peter Dayton Peter Dayton's Merrill Lynch & Co. Experience June 1996 - August 1996
Job Consulting CFO at Silicon Valley Finance Group
Industry Internet
Experience
AppComputing April 2015 - Present
Silicon Valley Finance Group August 2010 - Present
United States Department of Commerce Commercial Law Development Program October 2007 - Present
Self-Employed November 2008 - Present
Position2, Inc. October 2007 - November 2008
Yahoo!, Inc. February 2002 - April 2007
Aeroprise, Inc. January 2001 - February 2002
Sevant, Inc. July 1999 - December 2000
Aspect Communications, Inc. September 1997 - June 1999
Merrill Lynch & Co. June 1996 - August 1996
Skills
Start-ups, Strategy, SaaS, Product Management, Mergers & Acquisitions, E-commerce, CRM, Business Development, Leadership, Enterprise Software, Product Marketing, Lead Generation, Business Planning, Management, Business Strategy, Financial Modeling, Forecasting, Cloud Computing, Program Management, Due Diligence
Education
Harvard Business School 1995 — 1997
MBA
University of Virginia 1986 — 1990
BS, Electical Engineering
Wilton High School 1982 — 1986
AppComputing April 2015 - Present
Silicon Valley Finance Group August 2010 - Present
United States Department of Commerce Commercial Law Development Program October 2007 - Present
Self-Employed November 2008 - Present
Position2, Inc. October 2007 - November 2008
Yahoo!, Inc. February 2002 - April 2007
Aeroprise, Inc. January 2001 - February 2002
Sevant, Inc. July 1999 - December 2000
Aspect Communications, Inc. September 1997 - June 1999
Merrill Lynch & Co. June 1996 - August 1996
Skills
Start-ups, Strategy, SaaS, Product Management, Mergers & Acquisitions, E-commerce, CRM, Business Development, Leadership, Enterprise Software, Product Marketing, Lead Generation, Business Planning, Management, Business Strategy, Financial Modeling, Forecasting, Cloud Computing, Program Management, Due Diligence
Education
Harvard Business School 1995 — 1997
MBA
University of Virginia 1986 — 1990
BS, Electical Engineering
Wilton High School 1982 — 1986
Cristina Morris Cristina Morris's Merrill Lynch & Co. Experience December 1996 - September 1997
Job Talent Acquisition Consultant
Industry Staffing and Recruiting
Experience
Virtual Recruiting Partners February 2007 - Present
Booz Allen Hamilton February 2007 - Present
Booz Allen Hamilton November 2004 - January 2007
SAIC November 1998 - October 2004
Aon Consulting September 1997 - March 1998
Merrill Lynch & Co. December 1996 - September 1997
City University of New York (CUNY) 1993 - 1996
Skills
Acquisitions, Internet Recruiting, Technical Recruiting, Talent Acquisition, Research, Sourcing, Recruiting, Human Resources, Hiring, Interviews, Benefits Negotiation, College Recruiting, Strategy, Management, Leadership, Onboarding, Analysis, Applicant Tracking..., Executive Search, Contract Recruitment, Screening Resumes, CRM, Training, Talent Management, Networking, Consulting, Screening, Temporary Placement, Staffing Services, Employer Branding, Taleo, Workforce Planning, Recruitment Advertising, SDLC, Personnel Management, Resume Writing, Permanent Placement, HR Consulting, Temporary Staffing, Search, Staff Augmentation, Performance Management, Employee Relations, Job Fairs, OFCCP, HRIS, Resource Management, Candidate Generation, Deferred Compensation, Employee Engagement
Education
Marymount University
MA, Human Resources Management
City University of New York
BA, Behavioral Science
Virtual Recruiting Partners February 2007 - Present
Booz Allen Hamilton February 2007 - Present
Booz Allen Hamilton November 2004 - January 2007
SAIC November 1998 - October 2004
Aon Consulting September 1997 - March 1998
Merrill Lynch & Co. December 1996 - September 1997
City University of New York (CUNY) 1993 - 1996
Skills
Acquisitions, Internet Recruiting, Technical Recruiting, Talent Acquisition, Research, Sourcing, Recruiting, Human Resources, Hiring, Interviews, Benefits Negotiation, College Recruiting, Strategy, Management, Leadership, Onboarding, Analysis, Applicant Tracking..., Executive Search, Contract Recruitment, Screening Resumes, CRM, Training, Talent Management, Networking, Consulting, Screening, Temporary Placement, Staffing Services, Employer Branding, Taleo, Workforce Planning, Recruitment Advertising, SDLC, Personnel Management, Resume Writing, Permanent Placement, HR Consulting, Temporary Staffing, Search, Staff Augmentation, Performance Management, Employee Relations, Job Fairs, OFCCP, HRIS, Resource Management, Candidate Generation, Deferred Compensation, Employee Engagement
Education
Marymount University
MA, Human Resources Management
City University of New York
BA, Behavioral Science
Harris Hwang Harris Hwang's Merrill Lynch & Co. Experience 1997 - 1999
Job Executive Vice President at Captivate Network
Industry Online Media
Experience
Captivate Network January 2014 - Present
Getty Images, Inc. August 2009 - January 2014
Bank of America Merrill Lynch September 2004 - August 2009
Triene, Inc. 2000 - 2001
BlackRock, Inc. 1999 - 2000
Merrill Lynch & Co. 1997 - 1999
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Corporate Development, Financial Analysis, Venture Capital, Capital Markets, Private Equity, Investment Banking, Investments, Hedge Funds, Mergers & Acquisitions, Equities, Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Duke University 1993 — 1997
Bachelors of Science, Civil Engineering and Economics
Hinsdale Central
Hinsdale Central
Captivate Network January 2014 - Present
Getty Images, Inc. August 2009 - January 2014
Bank of America Merrill Lynch September 2004 - August 2009
Triene, Inc. 2000 - 2001
BlackRock, Inc. 1999 - 2000
Merrill Lynch & Co. 1997 - 1999
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Corporate Development, Financial Analysis, Venture Capital, Capital Markets, Private Equity, Investment Banking, Investments, Hedge Funds, Mergers & Acquisitions, Equities, Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Duke University 1993 — 1997
Bachelors of Science, Civil Engineering and Economics
Hinsdale Central
Hinsdale Central
David Bergendahl David Bergendahl's Merrill Lynch & Co. Experience January 2009 - June 2011
Job Advisor / Consultant / PM
Industry Financial Services
Experience
Heineman Foundation April 2012 - Present
J.P. Morgan July 2013 - December 2013
Slated, Inc. June 2012 - December 2012
Bank of America Merrill Lynch July 2011 - September 2011
Merrill Lynch & Co. January 2009 - June 2011
Merrill Lynch & Co. May 2007 - August 2007
Control Risks Group May 2006 - July 2006
SAIC May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Fixed Income, Equities, Bloomberg, Product Management, Financial Analysis, Investments, Research, Alternative Investments, Capital Markets, Corporate Finance, Financial Structuring, Series 7, Series 63
Education
Duke University 2004 — 2008
History & Political Science, Military History & International Relations
General Assembly 2014 — 2014
Product Management Immersive
Heineman Foundation April 2012 - Present
J.P. Morgan July 2013 - December 2013
Slated, Inc. June 2012 - December 2012
Bank of America Merrill Lynch July 2011 - September 2011
Merrill Lynch & Co. January 2009 - June 2011
Merrill Lynch & Co. May 2007 - August 2007
Control Risks Group May 2006 - July 2006
SAIC May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Fixed Income, Equities, Bloomberg, Product Management, Financial Analysis, Investments, Research, Alternative Investments, Capital Markets, Corporate Finance, Financial Structuring, Series 7, Series 63
Education
Duke University 2004 — 2008
History & Political Science, Military History & International Relations
General Assembly 2014 — 2014
Product Management Immersive
Eric Harris's Merrill Lynch & Co. Experience May 2008 - August 2008
Job Class of 2017 MBA Candidate at University of Michigan Ross School of Business
Industry Financial Services
Experience
University of Michigan Ross School of Business August 2015 - Present
Loop Capital Markets May 2012 - May 2015
Goldman Sachs April 2010 - May 2012
Bank of America Merrill Lynch June 2009 - January 2010
Merrill Lynch & Co. May 2008 - August 2008
Accenture May 2007 - August 2007
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Valuation, Private Equity, Investments, Relationship Management, Series 7, Financial Analysis, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Securities
Education
Morehouse College 2006 — 2009
Bachelor of Science, Business Administration; Finance
Universidad Particular de Especialides 'Espíritu Santo' 2008 — 2008
International Business
University of Michigan Ross School of Business August 2015 - Present
Loop Capital Markets May 2012 - May 2015
Goldman Sachs April 2010 - May 2012
Bank of America Merrill Lynch June 2009 - January 2010
Merrill Lynch & Co. May 2008 - August 2008
Accenture May 2007 - August 2007
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Valuation, Private Equity, Investments, Relationship Management, Series 7, Financial Analysis, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Securities
Education
Morehouse College 2006 — 2009
Bachelor of Science, Business Administration; Finance
Universidad Particular de Especialides 'Espíritu Santo' 2008 — 2008
International Business
Ken MacKinnon Ken MacKinnon's Merrill Lynch & Co. Experience 1994 - 2002
Job CEO at MacKinnon Bennett & Co.
Industry Financial Services
Experience
MacKinnon Bennett and Co. 2007 - Present
Miralta Capital 2004 - 2006
Merrill Lynch & Co. 1994 - 2002
Skills
Private Equity, Investment Banking, Capital, Entrepreneur, Securities, Renewable Energy, Energy Efficiency, Entrepreneurship, Corporate Finance, Financial Advisory, Management, Venture Capital, Acquisitions, Mergers & Acquisitions, Finance, Joint Ventures, Financial Structuring, Investments, Corporate Development, IPO, Valuation, Private Placements
Education
The University of Western Ontario - Richard Ivey School of Business 1982 — 1984
MBA
McGill University 1977 — 1980
BA
MacKinnon Bennett and Co. 2007 - Present
Miralta Capital 2004 - 2006
Merrill Lynch & Co. 1994 - 2002
Skills
Private Equity, Investment Banking, Capital, Entrepreneur, Securities, Renewable Energy, Energy Efficiency, Entrepreneurship, Corporate Finance, Financial Advisory, Management, Venture Capital, Acquisitions, Mergers & Acquisitions, Finance, Joint Ventures, Financial Structuring, Investments, Corporate Development, IPO, Valuation, Private Placements
Education
The University of Western Ontario - Richard Ivey School of Business 1982 — 1984
MBA
McGill University 1977 — 1980
BA
Nikhil Rao Nikhil Rao's Merrill Lynch & Co. Experience July 1997 - July 1999
Job Attorney at FirstEnergy
Industry Law Practice
Experience
FirstEnergy May 2014 - Present
Jones Day October 2010 - April 2014
Hon. Peter W. Hall, United States Court of Appeals for the Second Circuit September 2009 - September 2010
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2005 - August 2009
Hon. Solomon Oliver, Jr., United States District Court for the Northern District of Ohio August 2004 - August 2005
Cambridge Incubator, Inc. October 1999 - February 2001
Merrill Lynch & Co. July 1997 - July 1999
Skills
Commercial Litigation, Corporate and Criminal..., Finance, Fraud, Internal Investigations, Product Liability, FCPA
Education
Case Western Reserve University School of Law 2001 — 2004
Doctor of Law (JD), Magna Cum Laude
Amherst College 1993 — 1997
BA, Law Jurisprudence Social Thought, Magna Cum Laude
Cleveland Heights High School 1989 — 1993
FirstEnergy May 2014 - Present
Jones Day October 2010 - April 2014
Hon. Peter W. Hall, United States Court of Appeals for the Second Circuit September 2009 - September 2010
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2005 - August 2009
Hon. Solomon Oliver, Jr., United States District Court for the Northern District of Ohio August 2004 - August 2005
Cambridge Incubator, Inc. October 1999 - February 2001
Merrill Lynch & Co. July 1997 - July 1999
Skills
Commercial Litigation, Corporate and Criminal..., Finance, Fraud, Internal Investigations, Product Liability, FCPA
Education
Case Western Reserve University School of Law 2001 — 2004
Doctor of Law (JD), Magna Cum Laude
Amherst College 1993 — 1997
BA, Law Jurisprudence Social Thought, Magna Cum Laude
Cleveland Heights High School 1989 — 1993
Todd M. O'Brien Todd M. O'Brien's Merrill Lynch & Co. Experience September 1992 - June 1996
Job Senior Vice President at TD Bank | Team Lead | Healthcare Financial Services
Industry Banking
Experience
TD November 2014 - Present
BBVA Compass February 2006 - November 2014
AmSouth Bank July 2004 - February 2006
SouthTrust Bank / Wells Fargo July 2003 - July 2004
Norwest/Wells Fargo September 1997 - May 2003
Merrill Lynch & Co. September 1992 - June 1996
Pratt & Whitney Aircraft May 1992 - September 1992
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Leadership, Credit Analysis, Finance, Lines Of Credit, Portfolio Management, Retail Banking, Wealth Management, Consumer Lending, Asset Based Lending, Commercial Mortgages, Loan Origination, Cash Flow Lending, Treasury Management, Underwriting, SBA, Credit Risk, Investments, Private Banking, Relationship Management, Sales Management, Mortgage Banking, Deposits, Cash Management, New Business Development, Cross Selling, Healthcare
Education
Liberty University 2012 — 2017
Master of Business Administration (M.B.A.)
Leadership Etowah 2013 — 2014
Leadership Pensacola 2010 — 2011
Pensacola Christian College 1992 — 1996
B.S., Business Management
Emmanual Christian Academy
TD November 2014 - Present
BBVA Compass February 2006 - November 2014
AmSouth Bank July 2004 - February 2006
SouthTrust Bank / Wells Fargo July 2003 - July 2004
Norwest/Wells Fargo September 1997 - May 2003
Merrill Lynch & Co. September 1992 - June 1996
Pratt & Whitney Aircraft May 1992 - September 1992
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Leadership, Credit Analysis, Finance, Lines Of Credit, Portfolio Management, Retail Banking, Wealth Management, Consumer Lending, Asset Based Lending, Commercial Mortgages, Loan Origination, Cash Flow Lending, Treasury Management, Underwriting, SBA, Credit Risk, Investments, Private Banking, Relationship Management, Sales Management, Mortgage Banking, Deposits, Cash Management, New Business Development, Cross Selling, Healthcare
Education
Liberty University 2012 — 2017
Master of Business Administration (M.B.A.)
Leadership Etowah 2013 — 2014
Leadership Pensacola 2010 — 2011
Pensacola Christian College 1992 — 1996
B.S., Business Management
Emmanual Christian Academy
David V. Hedley III David V. Hedley III's Merrill Lynch & Co. Experience July 1991 - March 2000
Job Sr. Managing Director & Group Head US Technology M&A Advisory at Ernst & Young Capital Advisors
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC July 2014 - Present
Canaccord Genuity Inc. April 2013 - June 2014
UBS Investment Bank September 2003 - December 2012
Thomas Weisel Partners March 2000 - March 2003
Merrill Lynch & Co. July 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Mergers, Leveraged Finance, Private Equity, Capital Markets, M&A experience, IPO, Valuation, Equity Valuation, Fixed Income, Financial Structuring, LBO, Financial Modeling, Business Valuation
Education
Colgate University 1987 — 1991
BA, Political Science
Morristown-Beard School 1981 — 1987
Ernst & Young Capital Advisors, LLC July 2014 - Present
Canaccord Genuity Inc. April 2013 - June 2014
UBS Investment Bank September 2003 - December 2012
Thomas Weisel Partners March 2000 - March 2003
Merrill Lynch & Co. July 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Mergers, Leveraged Finance, Private Equity, Capital Markets, M&A experience, IPO, Valuation, Equity Valuation, Fixed Income, Financial Structuring, LBO, Financial Modeling, Business Valuation
Education
Colgate University 1987 — 1991
BA, Political Science
Morristown-Beard School 1981 — 1987
Sun Semel Sun Semel's Merrill Lynch & Co. Experience April 2006 - May 2008
Job Financial Recruiter at MS Capital
Industry Financial Services
Experience
MS Capital 2015 - Present
UBS July 2010 - August 2013
Brown Brothers Harriman May 2008 - July 2010
Merrill Lynch & Co. April 2006 - May 2008
Merrill Lynch & Co. July 2005 - April 2006
Merrill Lynch & Co. June 2004 - August 2004
Deutsche Bank AG March 2004 - June 2004
Skills
Finance, Management, Treasury, Credit Risk, Fixed Income, Derivatives, Hedge Funds, Banking, Financial Markets, Investment Banking, Risk Management, Foreign Exchange
Education
Muhlenberg College 2001 — 2005
Bachelor of Science (BS), Double Major in Economics and Business
MS Capital 2015 - Present
UBS July 2010 - August 2013
Brown Brothers Harriman May 2008 - July 2010
Merrill Lynch & Co. April 2006 - May 2008
Merrill Lynch & Co. July 2005 - April 2006
Merrill Lynch & Co. June 2004 - August 2004
Deutsche Bank AG March 2004 - June 2004
Skills
Finance, Management, Treasury, Credit Risk, Fixed Income, Derivatives, Hedge Funds, Banking, Financial Markets, Investment Banking, Risk Management, Foreign Exchange
Education
Muhlenberg College 2001 — 2005
Bachelor of Science (BS), Double Major in Economics and Business
Constantine Anastasakis's Merrill Lynch & Co. Experience June 2006 - September 2008
Job Senior Director of Business Development @ Fiverr
Industry Internet
Experience
Fiverr (Fiverr.com) September 2015 - Present
Fiverr (Fiverr.com) October 2013 - August 2015
EnduroPacks August 2012 - October 2013
ABOVE January 2012 - July 2012
Merrill Lynch & Co. June 2006 - September 2008
American Express May 2005 - September 2005
Hellenic American Union June 2003 - August 2004
Skills
Business Development, Business Model..., Investor Pitch Decks, Investor Presentations, Monetization, Product Marketing, Revenue Model..., Marketing and Strategic..., Strategic Planning, Start-ups, Investor Relations, Marketing, Strategy, Competitive Analysis, Negotiation, Finance, Digital Marketing, Strategic Partnerships, Team Building, Marketing Strategy, Entrepreneurship, E-commerce, Analytics, Financial Analysis, Venture Capital, Business Strategy, Online Advertising, Online Marketing, Risk Management
Education
Georgetown University 2002 — 2006
B.A., Government, History
Fordham University School of Law 2008 — 2011
Doctor of Law (J.D.)
LaSalle Academy (New York, NY) 2000 — 2002
High School
St. Lawrence (Athens, Greece) 1998 — 2000
High School
Fiverr (Fiverr.com) September 2015 - Present
Fiverr (Fiverr.com) October 2013 - August 2015
EnduroPacks August 2012 - October 2013
ABOVE January 2012 - July 2012
Merrill Lynch & Co. June 2006 - September 2008
American Express May 2005 - September 2005
Hellenic American Union June 2003 - August 2004
Skills
Business Development, Business Model..., Investor Pitch Decks, Investor Presentations, Monetization, Product Marketing, Revenue Model..., Marketing and Strategic..., Strategic Planning, Start-ups, Investor Relations, Marketing, Strategy, Competitive Analysis, Negotiation, Finance, Digital Marketing, Strategic Partnerships, Team Building, Marketing Strategy, Entrepreneurship, E-commerce, Analytics, Financial Analysis, Venture Capital, Business Strategy, Online Advertising, Online Marketing, Risk Management
Education
Georgetown University 2002 — 2006
B.A., Government, History
Fordham University School of Law 2008 — 2011
Doctor of Law (J.D.)
LaSalle Academy (New York, NY) 2000 — 2002
High School
St. Lawrence (Athens, Greece) 1998 — 2000
High School
Alvaro Galvis, CFM, CRPC®, CRPS®'s Merrill Lynch & Co. Experience August 2002 - Present
Job International Financial Advisor, Vice President & Wealth Management Advisor The MG Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch & Co. August 2002 - Present
Colombian Navy January 1994 - March 2000
Skills
Asset Management, Financial Advisory, Investments, Leadership, Nonprofits, Project Planning, Retirement, Retirement Planning, Strategic Planning, Wealth Management, Finance, Financial Services, Sales, Financial Planning
Education
Florida International University - College of Business Administration 2000 — 2002
Bachelor of Science (BS), Finance & International Business
Escuela Naval 'Almirante Padilla' 1991 — 1993
Merrill Lynch & Co. August 2002 - Present
Colombian Navy January 1994 - March 2000
Skills
Asset Management, Financial Advisory, Investments, Leadership, Nonprofits, Project Planning, Retirement, Retirement Planning, Strategic Planning, Wealth Management, Finance, Financial Services, Sales, Financial Planning
Education
Florida International University - College of Business Administration 2000 — 2002
Bachelor of Science (BS), Finance & International Business
Escuela Naval 'Almirante Padilla' 1991 — 1993
Robert Marks Robert Marks's Merrill Lynch & Co. Experience 2000 - 2003
Job PricewaterhouseCoopers Corporate Finance LLC
Industry Investment Banking
Experience
PricewaterhouseCoopers Corporate Finance LLC January 2012 - Present
Lakeshore Food Advisors 2009 - 2011
Sears Holdings Corporation 2009 - 2009
Merrill Lynch Capital 2007 - 2008
Instant Industrial Products 2004 - 2007
Resource Trading Group 2003 - 2004
Merrill Lynch & Co. 2000 - 2003
Skills
Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Forecasting, Valuation, Capital Markets, Mergers, Cash Flow, Debt, Trading, Excel, Capital, Banking, Fixed Income, Risk Management, Budgeting, Bonds, Credit, Due Diligence, Negotiation, Small Business, Analysis, PowerPoint, Commodities, Business Strategy, Leveraged Finance, Asset, Private Equity, Economics, Customer Relations, Credit Analysis, DCF, Financial Advisory, Business Valuation, Financial Markets, Credit Risk, LBO, Commodity, Structured Finance, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA
Indiana University Bloomington 1996 — 2000
BA
PricewaterhouseCoopers Corporate Finance LLC January 2012 - Present
Lakeshore Food Advisors 2009 - 2011
Sears Holdings Corporation 2009 - 2009
Merrill Lynch Capital 2007 - 2008
Instant Industrial Products 2004 - 2007
Resource Trading Group 2003 - 2004
Merrill Lynch & Co. 2000 - 2003
Skills
Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Forecasting, Valuation, Capital Markets, Mergers, Cash Flow, Debt, Trading, Excel, Capital, Banking, Fixed Income, Risk Management, Budgeting, Bonds, Credit, Due Diligence, Negotiation, Small Business, Analysis, PowerPoint, Commodities, Business Strategy, Leveraged Finance, Asset, Private Equity, Economics, Customer Relations, Credit Analysis, DCF, Financial Advisory, Business Valuation, Financial Markets, Credit Risk, LBO, Commodity, Structured Finance, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA
Indiana University Bloomington 1996 — 2000
BA
Emily Glenn Emily Glenn's Merrill Lynch & Co. Experience 2008 - 2009
Job Marketing Manager
Industry Health, Wellness and Fitness
Experience
IBM June 2013 - September 2014
GreenBlue June 2012 - August 2012
Bloomberg New Energy Finance 2009 - 2011
Merrill Lynch & Co. 2008 - 2009
International Energy Agency 2007 - 2008
Duke University/ Nicholas School of the Environment 2005 - 2007
Skills
Energy, Research, Clean Energy, Renewable Energy, Sustainability, Sales Management, Acquisition Integration, Relational Databases, Revenue Forecasting, Design Thinking, Service Design, Social Innovation, Sustainable Energy, Project Finance, Cleantech, Negotiation, Venture Capital, Energy Efficiency, Energy Policy, Strategic Planning, Business Development, Entrepreneurship, Financial Modeling, Program Management, Start-ups, Carbon, Market Research, Analysis, Valuation, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
Duke University 2004 — 2008
BA
IBM June 2013 - September 2014
GreenBlue June 2012 - August 2012
Bloomberg New Energy Finance 2009 - 2011
Merrill Lynch & Co. 2008 - 2009
International Energy Agency 2007 - 2008
Duke University/ Nicholas School of the Environment 2005 - 2007
Skills
Energy, Research, Clean Energy, Renewable Energy, Sustainability, Sales Management, Acquisition Integration, Relational Databases, Revenue Forecasting, Design Thinking, Service Design, Social Innovation, Sustainable Energy, Project Finance, Cleantech, Negotiation, Venture Capital, Energy Efficiency, Energy Policy, Strategic Planning, Business Development, Entrepreneurship, Financial Modeling, Program Management, Start-ups, Carbon, Market Research, Analysis, Valuation, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
Duke University 2004 — 2008
BA
J. Colby King, CIMA's Merrill Lynch & Co. Experience 1987 - Present
Job Senior Vice President Investments at Merrill Lynch & Co.
Industry Investment Management
Experience
Merrill Lynch & Co. 1987 - Present
Skills
Asset Management, Retirement Planning, Investments, Equities, Portfolio Management, Separately Managed..., Asset Managment, Wealth Management, Investment Strategies
Education
Eastern Kentucky University 1971 — 1975
Merrill Lynch & Co. 1987 - Present
Skills
Asset Management, Retirement Planning, Investments, Equities, Portfolio Management, Separately Managed..., Asset Managment, Wealth Management, Investment Strategies
Education
Eastern Kentucky University 1971 — 1975
Jeffrey C. Neal's Merrill Lynch & Co. Experience 1973 - 2004
Job Founding Partner, Horizon Capital
Industry Venture Capital & Private Equity
Experience
Horizon Capital January 2004 - Present
Merrill Lynch & Co. 1973 - 2004
State of Illinois 1969 - 1973
Skills
Investment Banking, Investments, Leadership, Corporate Finance, Banking
Education
Harvard Business School 1967 — 1969
Master of Business Administration (MBA)
Harvard College 1963 — 1967
BA, Economics
Horizon Capital January 2004 - Present
Merrill Lynch & Co. 1973 - 2004
State of Illinois 1969 - 1973
Skills
Investment Banking, Investments, Leadership, Corporate Finance, Banking
Education
Harvard Business School 1967 — 1969
Master of Business Administration (MBA)
Harvard College 1963 — 1967
BA, Economics
Chris Kirk Chris Kirk's Merrill Lynch & Co. Experience 1997 - 2004
Job Partner at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2004 - Present
Merrill Lynch & Co. 1997 - 2004
A.T. Kearney (formerly EDS Consulting/Flater & Co.) 1993 - 1995
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Boston College 1988 — 1992
BA, Economics, Philosophy
Wellington Management June 2004 - Present
Merrill Lynch & Co. 1997 - 2004
A.T. Kearney (formerly EDS Consulting/Flater & Co.) 1993 - 1995
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Boston College 1988 — 1992
BA, Economics, Philosophy
Helge Petermann Helge Petermann's Merrill Lynch & Co. Experience 1996 - 1999
Job Managing Director at River Street Capital, LLC
Industry Venture Capital & Private Equity
Experience
ProSeeder Technologies 2014 - Present
River Street Capital, LLC 2012 - Present
TVU Networks 2006 - Present
Cantor Fitzgerald & Co. 2011 - 2012
OndaVentures 2009 - 2011
Capital Dynamics, Inc. 2003 - 2009
Rothschild Inc. 1999 - 2002
Merrill Lynch & Co. 1996 - 1999
Morgan Stanley & Co. Incorporated 1994 - 1996
Skills
Private Equity, Due Diligence, Investor Relations, Investments, Capital Raising, Venture Capital, Alternative Investments, Business Development, Emerging Markets, Corporate Development, Mergers & Acquisitions, Valuation, Investment Banking, Investment Management, Corporate Finance, Mergers, Portfolio Management, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Structuring, Restructuring, Business Strategy, New Business Development, Fundraising, Start-ups, Financial Analysis, Financial Advisory, Management, Entrepreneurship
Education
Columbia University - Columbia Business School
MBA
The London School of Economics and Political Science (LSE)
Diploma
ProSeeder Technologies 2014 - Present
River Street Capital, LLC 2012 - Present
TVU Networks 2006 - Present
Cantor Fitzgerald & Co. 2011 - 2012
OndaVentures 2009 - 2011
Capital Dynamics, Inc. 2003 - 2009
Rothschild Inc. 1999 - 2002
Merrill Lynch & Co. 1996 - 1999
Morgan Stanley & Co. Incorporated 1994 - 1996
Skills
Private Equity, Due Diligence, Investor Relations, Investments, Capital Raising, Venture Capital, Alternative Investments, Business Development, Emerging Markets, Corporate Development, Mergers & Acquisitions, Valuation, Investment Banking, Investment Management, Corporate Finance, Mergers, Portfolio Management, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Structuring, Restructuring, Business Strategy, New Business Development, Fundraising, Start-ups, Financial Analysis, Financial Advisory, Management, Entrepreneurship
Education
Columbia University - Columbia Business School
MBA
The London School of Economics and Political Science (LSE)
Diploma
Andrew N. Davis Andrew N. Davis's Merrill Lynch & Co. Experience 1999 - 2006
Job ARGOSY Financial Solutions, LLC and ARGOSY Trust Advisors, Managing Partner
Industry Financial Services
Experience
ARGOSY Financial Solutions LLC April 2011 - Present
Zacks Investment Management January 2006 - February 2010
Merrill Lynch & Co. 1999 - 2006
Bear Stearns & Co 1983 - 1999
Salomon Brothers 1976 - 1982
Skills
Asset Management, Alternative Investments, Securities, Asset Protection, Trusts, Insurance, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Private Equity, Investments, Retirement, 401k, Financial Advisory, Wealth Transfer, Investment Strategies, Capital Markets, Pensions, Investment Advisory, Asset Managment, Financial Services, Finance, Management, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1973
B.A., Political Science and History
American University 1969 — 1970
Union High School Union, N.J. 1966 — 1969
College Prep
ARGOSY Financial Solutions LLC April 2011 - Present
Zacks Investment Management January 2006 - February 2010
Merrill Lynch & Co. 1999 - 2006
Bear Stearns & Co 1983 - 1999
Salomon Brothers 1976 - 1982
Skills
Asset Management, Alternative Investments, Securities, Asset Protection, Trusts, Insurance, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Private Equity, Investments, Retirement, 401k, Financial Advisory, Wealth Transfer, Investment Strategies, Capital Markets, Pensions, Investment Advisory, Asset Managment, Financial Services, Finance, Management, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1973
B.A., Political Science and History
American University 1969 — 1970
Union High School Union, N.J. 1966 — 1969
College Prep
Carl G Esposito's Merrill Lynch & Co. Experience 1989 - 2002
Job Director of Information Technology/Computer Systems Manager at NYC Board of Education Retirement System
Industry Information Technology and Services
Experience
NYC Department of Education/NYC Board of Education Retirement System 2002 - Present
New York Oracle Users Group NYOUG 1986 - Present
Merrill Lynch & Co. 1989 - 2002
HJ Heinz 1985 - 1989
General Foods 1984 - 1985
Lockheed Martin/Martin Marietta Data Systems 1981 - 1984
Skills
Oracle, Business Process, Data Warehousing, Database Administration, Project Management, IT Strategy, Enterprise Software, Data Management, SDLC, Enterprise Architecture, ITIL, Analysis, Information Technology, Governance, Systems Analysis, Business Intelligence, Management, Project Portfolio..., Strategy, SQL, IT Management, Team Building, Databases, Disaster Recovery, Software Project..., Program Management, Business Analysis, Integration, SharePoint, Vendor Management, Cloud Computing, IT Service Management, Requirements Analysis, Oracle Applications, PMP, Visio, ERP, MS Project, Change Management, Database Design, PMO, Security, Leadership, Strategic Planning, Business Process..., Technical Staff...
Education
New York Institute of Technology-Old Westbury 1984 — 1987
Master of Business Administration (MBA), Management
State University of New York at Albany 1976 — 1980
Bachelor of Science (B.S.), Business Administration/Computer Science
Columbia University in the City of New York 1988 — 1988
Certificate in Advanced Technology, Distributed Systems
NYC Department of Education/NYC Board of Education Retirement System 2002 - Present
New York Oracle Users Group NYOUG 1986 - Present
Merrill Lynch & Co. 1989 - 2002
HJ Heinz 1985 - 1989
General Foods 1984 - 1985
Lockheed Martin/Martin Marietta Data Systems 1981 - 1984
Skills
Oracle, Business Process, Data Warehousing, Database Administration, Project Management, IT Strategy, Enterprise Software, Data Management, SDLC, Enterprise Architecture, ITIL, Analysis, Information Technology, Governance, Systems Analysis, Business Intelligence, Management, Project Portfolio..., Strategy, SQL, IT Management, Team Building, Databases, Disaster Recovery, Software Project..., Program Management, Business Analysis, Integration, SharePoint, Vendor Management, Cloud Computing, IT Service Management, Requirements Analysis, Oracle Applications, PMP, Visio, ERP, MS Project, Change Management, Database Design, PMO, Security, Leadership, Strategic Planning, Business Process..., Technical Staff...
Education
New York Institute of Technology-Old Westbury 1984 — 1987
Master of Business Administration (MBA), Management
State University of New York at Albany 1976 — 1980
Bachelor of Science (B.S.), Business Administration/Computer Science
Columbia University in the City of New York 1988 — 1988
Certificate in Advanced Technology, Distributed Systems
Joe Nuzzolo's Merrill Lynch & Co. Experience 2005 - 2009
Job Managing Director
Industry Investment Banking
Experience
KPMG Corporate Finance LLC 2015 - Present
PwC 2013 - 2015
Lazard Freres & Co. 2009 - 2013
Merrill Lynch & Co. 2005 - 2009
Archstone Consulting LLC 2004 - 2005
J.P. Morgan Chase & Co 1999 - 2003
CH2M HILL, Inc. 1994 - 1997
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Valuation, Corporate Finance, Investment Banking, Strategy, Restructuring, LBO, Risk Management, Structured Finance, Finance, Financial Structuring, Business Development, DCF, Capital Structure, Market Research, Analysis, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
MIT Sloan School of Management 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1993
MS
Tufts University 1986 — 1990
BS
KPMG Corporate Finance LLC 2015 - Present
PwC 2013 - 2015
Lazard Freres & Co. 2009 - 2013
Merrill Lynch & Co. 2005 - 2009
Archstone Consulting LLC 2004 - 2005
J.P. Morgan Chase & Co 1999 - 2003
CH2M HILL, Inc. 1994 - 1997
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Valuation, Corporate Finance, Investment Banking, Strategy, Restructuring, LBO, Risk Management, Structured Finance, Finance, Financial Structuring, Business Development, DCF, Capital Structure, Market Research, Analysis, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
MIT Sloan School of Management 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1993
MS
Tufts University 1986 — 1990
BS
Mark Diverio's Merrill Lynch & Co. Experience August 1983 - September 1987
Job Finance and Investment Executive with Leadership Roles in the Corporate Sector and on Wall Street
Industry Financial Services
Experience
Shenandoah Group June 2008 - Present
Xylem Global Partners, LLC July 2006 - May 2008
Shenandoah Group July 2003 - June 2006
MeadWestvaco Corporation January 2002 - June 2003
Westvaco Corporation June 1998 - January 2002
UBS June 1993 - May 1998
Lehman Brothers September 1987 - June 1993
Merrill Lynch & Co. August 1983 - September 1987
Manufacturers Hanover Trust Company January 1980 - August 1983
First National Bank of New Jersey June 1975 - January 1980
Skills
Senior Management, Strategic Planning, Corporate Finance, Capital Markets, Mergers & Acquisitions, Executive Management, Director of Research, Corporate Development, Equity Research, Mergers, Business Strategy, Investor Relations, Asset Management, Investment Banking, Hedge Funds, Banking, Corporate Restructurings, Valuation, Project Management, Sales and Marketing, Financial Analysis, Select Treasury..., Portfolio Management, Due Diligence, Equities, Investments, Industry Analysis, Divestitures, Financial Modeling, Private Equity, Securities, Alternative Investments, Financial Markets, Strategy Development, Competitive Analysis, Start-ups, Strategy, Leadership, Fixed Income, Restructuring
Education
Harvard Business School 2004 — 2004
Executive Management Courses
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Washington & Lee University 1971 — 1975
BA, Economics
St. Peter's Prep
Shenandoah Group June 2008 - Present
Xylem Global Partners, LLC July 2006 - May 2008
Shenandoah Group July 2003 - June 2006
MeadWestvaco Corporation January 2002 - June 2003
Westvaco Corporation June 1998 - January 2002
UBS June 1993 - May 1998
Lehman Brothers September 1987 - June 1993
Merrill Lynch & Co. August 1983 - September 1987
Manufacturers Hanover Trust Company January 1980 - August 1983
First National Bank of New Jersey June 1975 - January 1980
Skills
Senior Management, Strategic Planning, Corporate Finance, Capital Markets, Mergers & Acquisitions, Executive Management, Director of Research, Corporate Development, Equity Research, Mergers, Business Strategy, Investor Relations, Asset Management, Investment Banking, Hedge Funds, Banking, Corporate Restructurings, Valuation, Project Management, Sales and Marketing, Financial Analysis, Select Treasury..., Portfolio Management, Due Diligence, Equities, Investments, Industry Analysis, Divestitures, Financial Modeling, Private Equity, Securities, Alternative Investments, Financial Markets, Strategy Development, Competitive Analysis, Start-ups, Strategy, Leadership, Fixed Income, Restructuring
Education
Harvard Business School 2004 — 2004
Executive Management Courses
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Washington & Lee University 1971 — 1975
BA, Economics
St. Peter's Prep
Naeemah Lajoie's Merrill Lynch & Co. Experience 1999 - 2004
Job
Industry Public Policy
Experience
NYC Department of Citywide Administrative Services Energy Management 2014 - Present
NYC Department of Citywide Administrative Services Energy Management 2013 - 2014
New York City Energy Efficiency Corporation (NYCEEC) 2013 - 2013
New York City Department of Citywide Administrative Services, Energy Management 2012 - 2013
Financial Women's Association (FWA) of New York 2010 - 2011
Net Impact NYC Service Corps 2009 - 2010
Atair Aerospace, Inc. 2008 - 2008
Credit Suisse 2004 - 2007
Merrill Lynch & Co. 1999 - 2004
Education
New York University
Professional Certificate
Eastern Michigan University
Bachelor of Business Administration
NYC Department of Citywide Administrative Services Energy Management 2014 - Present
NYC Department of Citywide Administrative Services Energy Management 2013 - 2014
New York City Energy Efficiency Corporation (NYCEEC) 2013 - 2013
New York City Department of Citywide Administrative Services, Energy Management 2012 - 2013
Financial Women's Association (FWA) of New York 2010 - 2011
Net Impact NYC Service Corps 2009 - 2010
Atair Aerospace, Inc. 2008 - 2008
Credit Suisse 2004 - 2007
Merrill Lynch & Co. 1999 - 2004
Education
New York University
Professional Certificate
Eastern Michigan University
Bachelor of Business Administration
Dan Chumsky's Merrill Lynch & Co. Experience January 1995 - December 2007
Job GCS Consulting Group Inc.
Industry Hospital & Health Care
Experience
GCS Consulting Group Inc. April 2011 - Present
CompuMED Billing Solutions December 2007 - March 2012
Merrill Lynch & Co. January 1995 - December 2007
Republic National Bank January 1991 - January 1994
Estee Lauder January 1990 - January 1991
Skills
Strategic Planning, Vendor Management, Process Engineering, Product Management, Productivity Improvement, Program Management, Enterprise Architecture, CRM, Outsourcing, Business Process, Strategy, IT Management, Management, Telecommunications, Leadership, Team Leadership, Process Improvement, IT Strategy, Change Management, Business Process..., Executive Management, Solution Architecture, Budgets, Analysis, Integration, Operations Management
Education
Baruch College 1986 — 1988
BBA
SUNY Albany 1983 — 1986
BBA
GCS Consulting Group Inc. April 2011 - Present
CompuMED Billing Solutions December 2007 - March 2012
Merrill Lynch & Co. January 1995 - December 2007
Republic National Bank January 1991 - January 1994
Estee Lauder January 1990 - January 1991
Skills
Strategic Planning, Vendor Management, Process Engineering, Product Management, Productivity Improvement, Program Management, Enterprise Architecture, CRM, Outsourcing, Business Process, Strategy, IT Management, Management, Telecommunications, Leadership, Team Leadership, Process Improvement, IT Strategy, Change Management, Business Process..., Executive Management, Solution Architecture, Budgets, Analysis, Integration, Operations Management
Education
Baruch College 1986 — 1988
BBA
SUNY Albany 1983 — 1986
BBA
William R. Benz's Merrill Lynch & Co. Experience 1994 - 1996
Job VP Digital Marketing at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2014 - Present
TIAA-CREF February 2012 - June 2014
Vestige Technologies LLC September 2010 - December 2012
BlackRock June 2011 - September 2011
Columbia Management November 2008 - September 2010
J. & W. Seligman & Co. Inc. May 1996 - November 2008
Merrill Lynch & Co. 1994 - 1996
Regal Data Systems 1993 - 1994
3D Information Services 1987 - 1992
Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management
Education
Bloomsburg University of Pennsylvania 1979 — 1983
BS, Business Administration
Morgan Stanley Investment Management July 2014 - Present
TIAA-CREF February 2012 - June 2014
Vestige Technologies LLC September 2010 - December 2012
BlackRock June 2011 - September 2011
Columbia Management November 2008 - September 2010
J. & W. Seligman & Co. Inc. May 1996 - November 2008
Merrill Lynch & Co. 1994 - 1996
Regal Data Systems 1993 - 1994
3D Information Services 1987 - 1992
Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management
Education
Bloomsburg University of Pennsylvania 1979 — 1983
BS, Business Administration
Peter A. Fowler's Merrill Lynch & Co. Experience August 1980 - August 1982
Job
Industry Investment Banking
Experience
Greensill Capital August 2014 - Present
Headlands Capital, Inc. September 2001 - Present
Credit Suisse First Boston 1984 - 2001
Lehman Brothers June 1983 - September 1983
Merrill Lynch & Co. August 1980 - August 1982
Skills
Corporate Finance, Mergers, Investment Banking, Business Strategy, Due Diligence, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Strategy, Hedge Funds, Finance, Executive Management, Restructuring, Asset Management, Financial Services, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Episcopal Academy 1970 — 1976
Greensill Capital August 2014 - Present
Headlands Capital, Inc. September 2001 - Present
Credit Suisse First Boston 1984 - 2001
Lehman Brothers June 1983 - September 1983
Merrill Lynch & Co. August 1980 - August 1982
Skills
Corporate Finance, Mergers, Investment Banking, Business Strategy, Due Diligence, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Strategy, Hedge Funds, Finance, Executive Management, Restructuring, Asset Management, Financial Services, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Episcopal Academy 1970 — 1976
Elizabeth Whitlow's Merrill Lynch & Co. Experience August 1989 - April 1992
Job Vice President Senior Private Banker at The Northern Trust Company
Industry Banking
Experience
Northern Trust June 2007 - Present
Harris Private Bank May 2003 - May 2007
Deloitte & Touche June 2001 - April 2003
Deloitte 2001 - 2003
Banc One Capital Markets (now D/B/A JP Morgan Chase) May 1992 - May 2001
Merrill Lynch & Co. August 1989 - April 1992
Skills
Investments, Capital Markets, Wealth Management, Portfolio Management, Financial Analysis, Banking, Bonds, Securities, Financial Services, Estate Planning, Investment Management, Corporate Finance, Relationship Management, Risk Management, New Business Development, Valuation, Strategy, High Net Worth..., Fixed Income, Hedge Funds, Asset Managment, Underwriting, Financial Structuring, Loan Origination, Strategic Financial..., Wealth Management..., Wealth Preservation...
Education
DePaul University 2006 — 2007
CFP
Wittenberg University 1985 — 1989
Northern Trust June 2007 - Present
Harris Private Bank May 2003 - May 2007
Deloitte & Touche June 2001 - April 2003
Deloitte 2001 - 2003
Banc One Capital Markets (now D/B/A JP Morgan Chase) May 1992 - May 2001
Merrill Lynch & Co. August 1989 - April 1992
Skills
Investments, Capital Markets, Wealth Management, Portfolio Management, Financial Analysis, Banking, Bonds, Securities, Financial Services, Estate Planning, Investment Management, Corporate Finance, Relationship Management, Risk Management, New Business Development, Valuation, Strategy, High Net Worth..., Fixed Income, Hedge Funds, Asset Managment, Underwriting, Financial Structuring, Loan Origination, Strategic Financial..., Wealth Management..., Wealth Preservation...
Education
DePaul University 2006 — 2007
CFP
Wittenberg University 1985 — 1989
Jeff Kushner's Merrill Lynch & Co. Experience April 1992 - February 1996
Job
Industry Nonprofit Organization Management
Experience
GRIT (Global Research Innovation and Technology) July 2015 - Present
Town of Brookline, Ma May 2015 - Present
Social Venture Partners Boston April 2015 - Present
Harvard University, John F. Kennedy School of Government October 2014 - Present
LaunchPad Venture Group March 2013 - Present
Social Venture Partners Boston December 2012 - Present
BlueMountain Capital Management August 2008 - December 2011
Blue Mountain Capital Management October 2003 - December 2011
ING Financial Partners February 1996 - September 2003
Merrill Lynch & Co. April 1992 - February 1996
Skills
CDO, Credit Derivatives, CLO, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Credit, Asset Managment, Investments, Leadership, Mentoring, Non-profits, NGOs, Philanthropy, Derivatives, Trading, Structured Finance, Bonds, Private Equity, Nonprofits, Venture Capital, Asset Management, Investment Banking, Options, Securities, Bloomberg, Investment Strategies, Structured Products, Strategy, Management
Education
Harvard Kennedy School of Government 2013 — 2014
Master of Public Administration (MPA)
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University at Albany, SUNY 1978 — 1982
BA, History
GRIT (Global Research Innovation and Technology) July 2015 - Present
Town of Brookline, Ma May 2015 - Present
Social Venture Partners Boston April 2015 - Present
Harvard University, John F. Kennedy School of Government October 2014 - Present
LaunchPad Venture Group March 2013 - Present
Social Venture Partners Boston December 2012 - Present
BlueMountain Capital Management August 2008 - December 2011
Blue Mountain Capital Management October 2003 - December 2011
ING Financial Partners February 1996 - September 2003
Merrill Lynch & Co. April 1992 - February 1996
Skills
CDO, Credit Derivatives, CLO, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Credit, Asset Managment, Investments, Leadership, Mentoring, Non-profits, NGOs, Philanthropy, Derivatives, Trading, Structured Finance, Bonds, Private Equity, Nonprofits, Venture Capital, Asset Management, Investment Banking, Options, Securities, Bloomberg, Investment Strategies, Structured Products, Strategy, Management
Education
Harvard Kennedy School of Government 2013 — 2014
Master of Public Administration (MPA)
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University at Albany, SUNY 1978 — 1982
BA, History
Laca Wong-Hammond's Merrill Lynch & Co. Experience 2004 - 2006
Job Managing Director, Real Estate & Healthcare M&A at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps September 2014 - Present
Raymond James 2006 - September 2014
Merrill Lynch & Co. 2004 - 2006
iStar Financial Inc 2000 - 2004
JP Morgan 1999 - 2000
Skills
Private Equity, Capital Markets, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Negotiation, Asset Management, Strategy, Real Estate, Mergers & Acquisitions, Investment Banking, Business Development, Corporate Finance, Equities, Joint Ventures, Financial Modeling, Structured Finance, Portfolio Management, Investments
Education
Cornell University 1995 — 1999
The London School of Economics and Political Science (LSE) 1997 — 1998
Economics and Finance
Harvard Law School
Duff & Phelps September 2014 - Present
Raymond James 2006 - September 2014
Merrill Lynch & Co. 2004 - 2006
iStar Financial Inc 2000 - 2004
JP Morgan 1999 - 2000
Skills
Private Equity, Capital Markets, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Negotiation, Asset Management, Strategy, Real Estate, Mergers & Acquisitions, Investment Banking, Business Development, Corporate Finance, Equities, Joint Ventures, Financial Modeling, Structured Finance, Portfolio Management, Investments
Education
Cornell University 1995 — 1999
The London School of Economics and Political Science (LSE) 1997 — 1998
Economics and Finance
Harvard Law School
Jim Trimiglozzi's Merrill Lynch & Co. Experience October 1986 - Present
Job CIMA®, CRPC®, Wealth Management Advisor, Portfolio Manager, PIA Program
Industry Financial Services
Experience
Merrill Lynch & Co. October 1986 - Present
Bank of America Merrill Lynch 1986 - 2012
Merrill Lynch October 1986 - June 1993
NCR Comten January 1980 - October 1986
Skills
Investments, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Financial Planning, Estate Planning, Quantitative Analytics, Valuation, Team Facilitation, Sales, Management Consulting, Financial Modeling, Multi-generational..., Investment Strategies
Education
Caldwell University 1976 — 1980
BS, Finance, Economics
Livingston HS
Merrill Lynch & Co. October 1986 - Present
Bank of America Merrill Lynch 1986 - 2012
Merrill Lynch October 1986 - June 1993
NCR Comten January 1980 - October 1986
Skills
Investments, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Financial Planning, Estate Planning, Quantitative Analytics, Valuation, Team Facilitation, Sales, Management Consulting, Financial Modeling, Multi-generational..., Investment Strategies
Education
Caldwell University 1976 — 1980
BS, Finance, Economics
Livingston HS
Larry Link's Merrill Lynch & Co. Experience July 1991 - October 1993
Job Principal/President Level Group Real Estate Brokerage and Development
Industry Real Estate
Experience
LevelGroup.com June 2010 - Present
Brite Equities, Inc. 2008 - Present
Pari Passu Realty Corp. 2006 - June 2010
Larry Link Photography September 1996 - September 2007
UBS Securities Co., Ltd 1993 - 1996
Merrill Lynch & Co. July 1991 - October 1993
Skills
Photography, Start-ups, Money Management, Real Estate, Residential, Negotiation, Communication, Deal Maker, Residential Homes, Real Estate Transactions, Investment Properties, Leases, Brokerage, Deal Execution, Sellers, Apartments, Real Property, Commercial Real Estate, Condos, Team Leadership, Investors, Real Estate Development
Education
Indiana University Bloomington 1986 — 1991
Bachelor's degree, Finance and Psychology
LevelGroup.com June 2010 - Present
Brite Equities, Inc. 2008 - Present
Pari Passu Realty Corp. 2006 - June 2010
Larry Link Photography September 1996 - September 2007
UBS Securities Co., Ltd 1993 - 1996
Merrill Lynch & Co. July 1991 - October 1993
Skills
Photography, Start-ups, Money Management, Real Estate, Residential, Negotiation, Communication, Deal Maker, Residential Homes, Real Estate Transactions, Investment Properties, Leases, Brokerage, Deal Execution, Sellers, Apartments, Real Property, Commercial Real Estate, Condos, Team Leadership, Investors, Real Estate Development
Education
Indiana University Bloomington 1986 — 1991
Bachelor's degree, Finance and Psychology
Joe Prudente's Merrill Lynch & Co. Experience March 1986 - April 2001
Job Director at Virtusa
Industry Financial Services
Experience
Virtusa Capital Markets Consulting Group November 2013 - Present
Marathon Asset Management December 2009 - October 2013
Acumen Solutions April 2008 - October 2008
Rothstein Kass March 2005 - April 2008
Change Dynamics LLC May 2001 - March 2005
Merrill Lynch & Co. March 1986 - April 2001
Skills
Enterprise Risk..., Governance, Sarbanes-Oxley Act, Auditing, Risk Management, Financial Reporting, Accounting, Internal Controls, Compliance, Internal Audit, Financial Accounting, Due Diligence, Business Analysis, GAAP, Financial Services, Sarbanes-Oxley, Mergers & Acquisitions, Financial Analysis, Change Management, Business Process..., Asset Management, Corporate Finance, Finance, Portfolio Management, Private Equity, Strategic Financial..., Derivatives, Executive Management
Education
Hofstra University 1984 — 1989
MBA, Computer Information Systems
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Virtusa Capital Markets Consulting Group November 2013 - Present
Marathon Asset Management December 2009 - October 2013
Acumen Solutions April 2008 - October 2008
Rothstein Kass March 2005 - April 2008
Change Dynamics LLC May 2001 - March 2005
Merrill Lynch & Co. March 1986 - April 2001
Skills
Enterprise Risk..., Governance, Sarbanes-Oxley Act, Auditing, Risk Management, Financial Reporting, Accounting, Internal Controls, Compliance, Internal Audit, Financial Accounting, Due Diligence, Business Analysis, GAAP, Financial Services, Sarbanes-Oxley, Mergers & Acquisitions, Financial Analysis, Change Management, Business Process..., Asset Management, Corporate Finance, Finance, Portfolio Management, Private Equity, Strategic Financial..., Derivatives, Executive Management
Education
Hofstra University 1984 — 1989
MBA, Computer Information Systems
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Mohsan Khan, CAMS's Merrill Lynch & Co. Experience September 2006 - April 2007
Job Manager in Risk and Compliance at Protiviti
Industry Banking
Experience
Protiviti May 2014 - Present
Sumitomo Mitsui Trust Bank May 2013 - May 2014
BNP Paribas November 2009 - May 2013
BNP Paribas November 2008 - November 2009
BNP Paribas April 2008 - November 2008
BNP Paribas April 2007 - April 2008
Merrill Lynch & Co. September 2006 - April 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Capital Markets, Hedge Funds, Derivatives, Due Diligence, Portfolio Management, Private Equity, Series 7, Pivot Tables, Equities, Banking, Securities
Education
DePaul University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Finance
Parsippany Hills
Parsippany Hills
Protiviti May 2014 - Present
Sumitomo Mitsui Trust Bank May 2013 - May 2014
BNP Paribas November 2009 - May 2013
BNP Paribas November 2008 - November 2009
BNP Paribas April 2008 - November 2008
BNP Paribas April 2007 - April 2008
Merrill Lynch & Co. September 2006 - April 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Capital Markets, Hedge Funds, Derivatives, Due Diligence, Portfolio Management, Private Equity, Series 7, Pivot Tables, Equities, Banking, Securities
Education
DePaul University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Finance
Parsippany Hills
Parsippany Hills
Emily Moskowitz's Merrill Lynch & Co. Experience July 2004 - July 2007
Job Experienced Private Equity and Growth Investor Relocated to New York
Industry Venture Capital & Private Equity
Experience
Zynga 2010 - 2015
Leucadia National Corporation June 2008 - August 2008
Merrill Lynch & Co. July 2004 - July 2007
Goldman Sachs 2003 - 2003
Goldman Sachs Asset Management 2002 - 2002
Skills
Corporate Development, Financial Modeling, Private Equity, Valuation, Due Diligence, Mergers, Investment Banking, Strategy, Analytics, Corporate Finance, Start-ups, Emerging Markets
Education
Harvard Business School 2007 — 2009
MBA
Barnard College 2000 — 2004
AB, Economics - Mathematics
Zynga 2010 - 2015
Leucadia National Corporation June 2008 - August 2008
Merrill Lynch & Co. July 2004 - July 2007
Goldman Sachs 2003 - 2003
Goldman Sachs Asset Management 2002 - 2002
Skills
Corporate Development, Financial Modeling, Private Equity, Valuation, Due Diligence, Mergers, Investment Banking, Strategy, Analytics, Corporate Finance, Start-ups, Emerging Markets
Education
Harvard Business School 2007 — 2009
MBA
Barnard College 2000 — 2004
AB, Economics - Mathematics
Jeff Cairney's Merrill Lynch & Co. Experience 2006 - 2006
Job OnPremise National Accounts Team & Business Development Manager at Oyster Bay Wines USA
Industry Wine and Spirits
Experience
Oyster Bay Wines USA January 2012 - Present
Oyster Bay Wines USA January 2011 - December 2011
Oyster Bay Wines USA February 2009 - December 2010
The Boston Consulting Group August 2007 - January 2009
Merrill Lynch & Co. 2006 - 2006
Skills
Business Strategy, Account Management, FMCG, Marketing, Wine, Sales Management, Wine Tasting, Pricing, Marketing Strategy
Education
Claremont McKenna College 2005 — 2007
Bachelor of Arts (BA), Philosophy & Economics
London School of Economics
Oyster Bay Wines USA January 2012 - Present
Oyster Bay Wines USA January 2011 - December 2011
Oyster Bay Wines USA February 2009 - December 2010
The Boston Consulting Group August 2007 - January 2009
Merrill Lynch & Co. 2006 - 2006
Skills
Business Strategy, Account Management, FMCG, Marketing, Wine, Sales Management, Wine Tasting, Pricing, Marketing Strategy
Education
Claremont McKenna College 2005 — 2007
Bachelor of Arts (BA), Philosophy & Economics
London School of Economics
Max Kay's Merrill Lynch & Co. Experience July 2001 - June 2003
Job Senior Manager, Finance, AmazonFresh
Industry Internet
Experience
Amazon April 2015 - Present
Amazon April 2013 - March 2015
Baden Sports July 2007 - March 2013
Pacific Partners July 2003 - June 2005
Merrill Lynch & Co. July 2001 - June 2003
Skills
Product Marketing, Product Management, Business Development, Operations Management, Finance, Strategic Planning, Product Development
Education
Northwestern University - Kellogg School of Management 2005 — 2007
M.B.A., •Concentrations in Finance, Management & Strategy, Marketing
Claremont McKenna College 1997 — 2001
B.A., Economics, Mathematics
Amazon April 2015 - Present
Amazon April 2013 - March 2015
Baden Sports July 2007 - March 2013
Pacific Partners July 2003 - June 2005
Merrill Lynch & Co. July 2001 - June 2003
Skills
Product Marketing, Product Management, Business Development, Operations Management, Finance, Strategic Planning, Product Development
Education
Northwestern University - Kellogg School of Management 2005 — 2007
M.B.A., •Concentrations in Finance, Management & Strategy, Marketing
Claremont McKenna College 1997 — 2001
B.A., Economics, Mathematics
Terry Wetterman's Merrill Lynch & Co. Experience July 2000 - August 2009
Job Managing Director at Hycroft
Industry Investment Banking
Experience
Hycroft June 2014 - Present
Hycroft June 2014 - Present
Paul Capital Partners April 2011 - April 2014
BerchWood Partners LLC February 2010 - April 2011
Merrill Lynch & Co. July 2000 - August 2009
Atlantic Pacific Capital December 2005 - January 2007
Banque nationale de Paris 1999 - 1999
Skills
Investor Relations, Alternative Investments, Private Equity, Emerging Markets, LBO, Venture Capital, Fund Of Funds, Valuation, Investment Banking, Investments, Capital Markets, Corporate Finance, Hedge Funds, Due Diligence, Corporate Development, Institutional..., Equities, Portfolio Management, Secondaries, Royalties, Intellectual Property, New Business Development, Transaction Origination, Limited Partnerships, Salesforce.com
Education
Middlebury College 1996 — 2000
Bachelor of Arts (B.A.), Economics and French
Institut d'Etudes politiques de Paris 1998 — 1999
Certificate, International Program
Hycroft June 2014 - Present
Hycroft June 2014 - Present
Paul Capital Partners April 2011 - April 2014
BerchWood Partners LLC February 2010 - April 2011
Merrill Lynch & Co. July 2000 - August 2009
Atlantic Pacific Capital December 2005 - January 2007
Banque nationale de Paris 1999 - 1999
Skills
Investor Relations, Alternative Investments, Private Equity, Emerging Markets, LBO, Venture Capital, Fund Of Funds, Valuation, Investment Banking, Investments, Capital Markets, Corporate Finance, Hedge Funds, Due Diligence, Corporate Development, Institutional..., Equities, Portfolio Management, Secondaries, Royalties, Intellectual Property, New Business Development, Transaction Origination, Limited Partnerships, Salesforce.com
Education
Middlebury College 1996 — 2000
Bachelor of Arts (B.A.), Economics and French
Institut d'Etudes politiques de Paris 1998 — 1999
Certificate, International Program
James Mathiesen's Merrill Lynch & Co. Experience March 1999 - August 1999
Job Principal Software Engineer at TripAdvisor
Industry Computer Software
Experience
TripAdvisor October 2012 - Present
CIDC August 2009 - September 2012
CIDC September 2002 - August 2009
Curl Corporation September 1999 - August 2002
Merrill Lynch & Co. March 1999 - August 1999
D. E. Shaw & Co., L.P. July 1996 - March 1999
Brown University January 1993 - April 1995
Skills
C++, Solaris, Agile Methodologies, Perl, CVS, Subversion, Python, Software Development, XML, Linux, SSL, Valgrind, Kerberos, Perforce, Performance Tuning, Network Programming, POSIX, VMware, Linux KVM, RPM, VirtualBox, Ubuntu, Debian, CentOS, YUM
Education
Brown University 1986 — 1990
TripAdvisor October 2012 - Present
CIDC August 2009 - September 2012
CIDC September 2002 - August 2009
Curl Corporation September 1999 - August 2002
Merrill Lynch & Co. March 1999 - August 1999
D. E. Shaw & Co., L.P. July 1996 - March 1999
Brown University January 1993 - April 1995
Skills
C++, Solaris, Agile Methodologies, Perl, CVS, Subversion, Python, Software Development, XML, Linux, SSL, Valgrind, Kerberos, Perforce, Performance Tuning, Network Programming, POSIX, VMware, Linux KVM, RPM, VirtualBox, Ubuntu, Debian, CentOS, YUM
Education
Brown University 1986 — 1990
Mario Covo's Merrill Lynch & Co. Experience 1989 - 1995
Job Managing Partner at DanaMar LLC
Industry Financial Services
Experience
DanaMar LLC October 2013 - Present
Bladex 1998 - Present
Helios Advisors 2003 - September 2013
Finaccess International 2000 - 2009
Columbus Advisors 1995 - 1999
Merrill Lynch & Co. 1989 - 1995
Bankers Trust 1985 - 1989
Chase Econometrics 1984 - 1985
Skills
Asset Management, Emerging Markets, Equities, Hedge Funds, Capital Markets, Investments, Alternative Investments, Investment Banking, Private Equity, Fixed Income, Management
Education
Rice University 1979 — 1983
PhD, Economics
Instituto Tecnológico Autónomo de México 1975 — 1979
BA, Economics
ASF 1963 — 1975
high school
DanaMar LLC October 2013 - Present
Bladex 1998 - Present
Helios Advisors 2003 - September 2013
Finaccess International 2000 - 2009
Columbus Advisors 1995 - 1999
Merrill Lynch & Co. 1989 - 1995
Bankers Trust 1985 - 1989
Chase Econometrics 1984 - 1985
Skills
Asset Management, Emerging Markets, Equities, Hedge Funds, Capital Markets, Investments, Alternative Investments, Investment Banking, Private Equity, Fixed Income, Management
Education
Rice University 1979 — 1983
PhD, Economics
Instituto Tecnológico Autónomo de México 1975 — 1979
BA, Economics
ASF 1963 — 1975
high school
Gilbert Zhang's Merrill Lynch & Co. Experience October 1998 - Present
Job System Admin at Merrill Lynch & Co.
Industry Financial Services
Experience
Merrill Lynch & Co. October 1998 - Present
Education
City University of New York-Hunter College
Merrill Lynch & Co. October 1998 - Present
Education
City University of New York-Hunter College
Peter Michelsen's Merrill Lynch & Co. Experience July 2004 - June 2005
Job Partner at CamberView Partners, LLC
Industry Financial Services
Experience
CamberView Partners, LLC March 2014 - Present
Goldman, Sachs & Co. June 2005 - March 2014
Merrill Lynch & Co. July 2004 - June 2005
Skadden Arps May 2003 - August 2003
Cooley Godward May 2002 - August 2002
Merrill Lynch & Co. July 1999 - August 2001
Skills
Mergers & Acquisitions, Corporate Development, Investment Banking, Capital Markets, Valuation, Financial Modeling, Venture Capital, Due Diligence, Private Equity, Corporate Finance
Education
Harvard Law School 2001 — 2004
J.D.
Claremont McKenna College 1995 — 1999
B.A., Philosophy, Politics & Economics
CamberView Partners, LLC March 2014 - Present
Goldman, Sachs & Co. June 2005 - March 2014
Merrill Lynch & Co. July 2004 - June 2005
Skadden Arps May 2003 - August 2003
Cooley Godward May 2002 - August 2002
Merrill Lynch & Co. July 1999 - August 2001
Skills
Mergers & Acquisitions, Corporate Development, Investment Banking, Capital Markets, Valuation, Financial Modeling, Venture Capital, Due Diligence, Private Equity, Corporate Finance
Education
Harvard Law School 2001 — 2004
J.D.
Claremont McKenna College 1995 — 1999
B.A., Philosophy, Politics & Economics
Derek Crevello's Merrill Lynch & Co. Experience July 1999 - June 2001
Job Stellus Capital Management
Industry Venture Capital & Private Equity
Experience
Stellus Capital Management January 2012 - Present
D. E. Shaw & Co. June 2006 - January 2012
The Blackstone Group July 2005 - June 2006
Thayer Capital Partners August 2001 - July 2003
Merrill Lynch & Co. July 1999 - June 2001
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Equities, Valuation, Restructuring, Due Diligence, Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Double Major in Finance & Accounting
Duke University 1995 — 1999
BA, Political Science
Stellus Capital Management January 2012 - Present
D. E. Shaw & Co. June 2006 - January 2012
The Blackstone Group July 2005 - June 2006
Thayer Capital Partners August 2001 - July 2003
Merrill Lynch & Co. July 1999 - June 2001
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Equities, Valuation, Restructuring, Due Diligence, Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Double Major in Finance & Accounting
Duke University 1995 — 1999
BA, Political Science
Leigh Cavich-Grimes's Merrill Lynch & Co. Experience July 2007 - March 2009
Job Director, Sales Performance Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
US Trust, Bank of America Private Wealth Management July 2012 - Present
5414 Productions May 2008 - Present
Merrill Lynch Private Banking and Investment Group July 2010 - September 2012
Merrill Lynch and Co., a subsidiary of Bank of America Corp March 2009 - July 2010
Merrill Lynch & Co. July 2007 - March 2009
Merrill Lynch, Business Financial Services May 2005 - July 2007
Citigroup December 2003 - December 2004
Citigroup October 2001 - December 2003
Old Kent Bank December 1996 - December 1999
Skills
New Business Development, Certified Project..., Strategic Planning, Business Development, Forecasting, Change Management, Budget, Analytics
Education
University of Notre Dame, Notre 2000 — 2001
Master of Business Administration, Finance and Investments
DePaul University 1998 — 2000
Bachelor of Science, Finance
Bank of America Merrill Lynch August 2015 - Present
US Trust, Bank of America Private Wealth Management July 2012 - Present
5414 Productions May 2008 - Present
Merrill Lynch Private Banking and Investment Group July 2010 - September 2012
Merrill Lynch and Co., a subsidiary of Bank of America Corp March 2009 - July 2010
Merrill Lynch & Co. July 2007 - March 2009
Merrill Lynch, Business Financial Services May 2005 - July 2007
Citigroup December 2003 - December 2004
Citigroup October 2001 - December 2003
Old Kent Bank December 1996 - December 1999
Skills
New Business Development, Certified Project..., Strategic Planning, Business Development, Forecasting, Change Management, Budget, Analytics
Education
University of Notre Dame, Notre 2000 — 2001
Master of Business Administration, Finance and Investments
DePaul University 1998 — 2000
Bachelor of Science, Finance
Jenny Talsma's Merrill Lynch & Co. Experience 1998 - 1999
Job Banking Compliance Professional
Industry Financial Services
Experience
Founders Bank & Trust, a division of Old National Bank 2012 - 2015
Bank of America 2011 - 2012
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2007 - 2009
Fidelity National Information Services, Inc. 2004 - 2007
ALLTEL Information Services 1999 - 2004
Merrill Lynch & Co. 1998 - 1999
Merrill Lynch Credit Corporation 1995 - 1998
Merrill Lynch Credit Corporation 1993 - 1995
Varnum, Riddering, Schmidt & Howlett 1988 - 1993
Skills
Business Analysis, Program Management, Auditing, Banking, Management, Software Documentation, Proposal Writing, Loans, Mortgage Lending, Legal Compliance
Education
Calvin College
Bachelor of Arts, English
Founders Bank & Trust, a division of Old National Bank 2012 - 2015
Bank of America 2011 - 2012
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2007 - 2009
Fidelity National Information Services, Inc. 2004 - 2007
ALLTEL Information Services 1999 - 2004
Merrill Lynch & Co. 1998 - 1999
Merrill Lynch Credit Corporation 1995 - 1998
Merrill Lynch Credit Corporation 1993 - 1995
Varnum, Riddering, Schmidt & Howlett 1988 - 1993
Skills
Business Analysis, Program Management, Auditing, Banking, Management, Software Documentation, Proposal Writing, Loans, Mortgage Lending, Legal Compliance
Education
Calvin College
Bachelor of Arts, English
Porush Seth's Merrill Lynch & Co. Experience September 2006 - June 2007
Job Vice President, Business Manager
Industry Investment Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch June 2011 - November 2014
Merrill Lynch June 2008 - June 2011
Merrill Lynch June 2007 - June 2008
Merrill Lynch & Co. September 2006 - June 2007
Merrill Lynch & Co. June 2006 - August 2006
Ball Baker Leake LLC and LLP 2005 - 2006
Odyssey House 2004 - 2005
Skills
Investments, Wealth Management, Accounting, Private Banking, Bonds, Fixed Income, Series 7, Equities, Financial Modeling, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Asset Management, Alternative Investments, Strategic Planning, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch June 2011 - November 2014
Merrill Lynch June 2008 - June 2011
Merrill Lynch June 2007 - June 2008
Merrill Lynch & Co. September 2006 - June 2007
Merrill Lynch & Co. June 2006 - August 2006
Ball Baker Leake LLC and LLP 2005 - 2006
Odyssey House 2004 - 2005
Skills
Investments, Wealth Management, Accounting, Private Banking, Bonds, Fixed Income, Series 7, Equities, Financial Modeling, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Asset Management, Alternative Investments, Strategic Planning, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Jean-Carlo Rivera's Merrill Lynch & Co. Experience June 1994 - June 1998
Job VP Credit Manager at CellMark Pulp & Paper, Inc.
Industry Paper & Forest Products
Experience
CellMark Pulp & Paper, Inc. 1998 - Present
Merrill Lynch & Co. June 1994 - June 1998
The World Bank May 1992 - March 1994
Skills
Latin America, Negotiation
Education
The University of Chicago 1992 — 1994
M.P.A., Public Policy and International Finance
University of Maryland College Park 1989 — 1991
B.A., Government, Politics & Economy
Montgomery College 1987 — 1989
AA
The German School
CellMark Pulp & Paper, Inc. 1998 - Present
Merrill Lynch & Co. June 1994 - June 1998
The World Bank May 1992 - March 1994
Skills
Latin America, Negotiation
Education
The University of Chicago 1992 — 1994
M.P.A., Public Policy and International Finance
University of Maryland College Park 1989 — 1991
B.A., Government, Politics & Economy
Montgomery College 1987 — 1989
AA
The German School
Anthony Cray's Merrill Lynch & Co. Experience September 2004 - July 2009
Job
Industry Financial Services
Experience
BNY Mellon March 2013 - June 2015
Deloitte September 2012 - March 2013
BNY Mellon June 2012 - August 2012
UPMC Center for Innovation in Restorative Medicine September 2011 - December 2011
Alcoa June 2011 - August 2011
Elmhurst Group May 2011 - May 2011
3 Rivers Connect January 2011 - April 2011
W.P. Carey July 2009 - June 2010
Merrill Lynch & Co. September 2004 - July 2009
American International Group September 2002 - September 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA
Bucknell University 1998 — 2002
BS Business Administration
BNY Mellon March 2013 - June 2015
Deloitte September 2012 - March 2013
BNY Mellon June 2012 - August 2012
UPMC Center for Innovation in Restorative Medicine September 2011 - December 2011
Alcoa June 2011 - August 2011
Elmhurst Group May 2011 - May 2011
3 Rivers Connect January 2011 - April 2011
W.P. Carey July 2009 - June 2010
Merrill Lynch & Co. September 2004 - July 2009
American International Group September 2002 - September 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA
Bucknell University 1998 — 2002
BS Business Administration
Max Andrés Widmer, CFA's Merrill Lynch & Co. Experience January 2003 - February 2004
Job Invesco Asset Management
Industry Financial Services
Experience
Invesco January 2013 - Present
Deutsche Bank (Suisse) April 2009 - January 2013
UBS International June 2007 - January 2009
Merrill Lynch & Co. Inc March 2004 - May 2007
Merrill Lynch & Co. January 2003 - February 2004
Legg Mason Financial Services June 2001 - December 2002
ABN AMRO Bank N.V November 1998 - May 2001
Credit Suisse November 1992 - September 1998
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Planning, Banking, Capital Markets, Derivatives, Equities, Investment Management, Wealth Management..., Mutual Funds, Portfolio Management, Wealth Management, Investments, Fixed Income, Securities, Financial Risk, Emerging Markets, Financial Advisory, Negotiation, Strategy, Investment Strategies, Structured Products, Management, Hedge Funds, Investment Banking, Private Banking
Education
CFA Institute 1998 — 2001
CFA Charterholder, Finance
Graduate School of Business Administration Zurich 1986 — 1990
Bachelor Business Administration
Invesco January 2013 - Present
Deutsche Bank (Suisse) April 2009 - January 2013
UBS International June 2007 - January 2009
Merrill Lynch & Co. Inc March 2004 - May 2007
Merrill Lynch & Co. January 2003 - February 2004
Legg Mason Financial Services June 2001 - December 2002
ABN AMRO Bank N.V November 1998 - May 2001
Credit Suisse November 1992 - September 1998
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Planning, Banking, Capital Markets, Derivatives, Equities, Investment Management, Wealth Management..., Mutual Funds, Portfolio Management, Wealth Management, Investments, Fixed Income, Securities, Financial Risk, Emerging Markets, Financial Advisory, Negotiation, Strategy, Investment Strategies, Structured Products, Management, Hedge Funds, Investment Banking, Private Banking
Education
CFA Institute 1998 — 2001
CFA Charterholder, Finance
Graduate School of Business Administration Zurich 1986 — 1990
Bachelor Business Administration
John A. Calhoun's Merrill Lynch & Co. Experience July 1994 - May 2004
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Wells Fargo Advisors, LLC May 2004 - April 2012
Merrill Lynch & Co. July 1994 - May 2004
Skills
Investments, Finance, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Management, Investment Advisory, Retirement, Leadership
Education
Morehouse College 1986 — 1990
B.A. Degree, Political Science/ Business Administration
Ameriprise Financial Services, Inc. April 2012 - Present
Wells Fargo Advisors, LLC May 2004 - April 2012
Merrill Lynch & Co. July 1994 - May 2004
Skills
Investments, Finance, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Management, Investment Advisory, Retirement, Leadership
Education
Morehouse College 1986 — 1990
B.A. Degree, Political Science/ Business Administration
Keith Kaplan's Merrill Lynch & Co. Experience August 1989 - August 1992
Job Vice President Development, Westfield LLC
Industry Commercial Real Estate
Experience
Westfield September 2013 - Present
Santa Clarita Valley Economic Development Corporation March 2012 - September 2013
Westfield, LLC December 2003 - September 2013
Downtown Sacramento Partnership January 2005 - December 2010
Disney Publishing Worldwide September 2001 - December 2003
Mattel January 1998 - April 2000
PricewaterhouseCoopers Consulting August 1994 - December 1998
Merrill Lynch & Co. August 1989 - August 1992
Skills
Strategic Planning, Market Research, Business Development, Real Estate Development, Shopping Centers, Corporate Real Estate, Management, Asset Management, Market Analysis, Investments, Retail, Strategy, Financial Modeling, Budgets, Business Process..., Real Estate, Contract Negotiation, Lease Negotiations, Business Planning, Leadership, Entitlements, Location Intelligence, Leases, Finance, Marketing Strategy, Lease Administration, Construction, Negotiation, Financial Analysis, Due Diligence, Portfolio Management, Valuation, Landlords, Project Management, New Business Development, Tenant, Disposition, Mergers & Acquisitions, Acquisitions, Real Estate Economics, Commercial Real Estate
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing, Finance
Harvard University 1985 — 1989
AB, History
Peddie School 1982 — 1985
UCLA Anderson School of Management
Westfield September 2013 - Present
Santa Clarita Valley Economic Development Corporation March 2012 - September 2013
Westfield, LLC December 2003 - September 2013
Downtown Sacramento Partnership January 2005 - December 2010
Disney Publishing Worldwide September 2001 - December 2003
Mattel January 1998 - April 2000
PricewaterhouseCoopers Consulting August 1994 - December 1998
Merrill Lynch & Co. August 1989 - August 1992
Skills
Strategic Planning, Market Research, Business Development, Real Estate Development, Shopping Centers, Corporate Real Estate, Management, Asset Management, Market Analysis, Investments, Retail, Strategy, Financial Modeling, Budgets, Business Process..., Real Estate, Contract Negotiation, Lease Negotiations, Business Planning, Leadership, Entitlements, Location Intelligence, Leases, Finance, Marketing Strategy, Lease Administration, Construction, Negotiation, Financial Analysis, Due Diligence, Portfolio Management, Valuation, Landlords, Project Management, New Business Development, Tenant, Disposition, Mergers & Acquisitions, Acquisitions, Real Estate Economics, Commercial Real Estate
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing, Finance
Harvard University 1985 — 1989
AB, History
Peddie School 1982 — 1985
UCLA Anderson School of Management
Glen Haber's Merrill Lynch & Co. Experience March 2003 - April 2006
Job Deputy Center Manager State of New Jersey Department of Community Affairs
Industry Government Administration
Experience
Metropolitan Life Insurance Co. August 2006 - April 2012
Merrill Lynch & Co. March 2003 - April 2006
Merrill Lynch & Co. December 1999 - April 2003
Merrill Lynch & Co. February 1998 - December 1999
Skills
Series 7, Series 24, Investments, Retirement, Fixed Annuities, Wealth Management, Employee Benefits, Mutual Funds, Retirement Planning, 401k, Marketing Management, Insurance, Marketing, Asset Allocation, Management, Life Insurance
Education
Rider University 1990 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Middlesex County College 1988 — 1990
Metropolitan Life Insurance Co. August 2006 - April 2012
Merrill Lynch & Co. March 2003 - April 2006
Merrill Lynch & Co. December 1999 - April 2003
Merrill Lynch & Co. February 1998 - December 1999
Skills
Series 7, Series 24, Investments, Retirement, Fixed Annuities, Wealth Management, Employee Benefits, Mutual Funds, Retirement Planning, 401k, Marketing Management, Insurance, Marketing, Asset Allocation, Management, Life Insurance
Education
Rider University 1990 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Middlesex County College 1988 — 1990
James E. Graves's Merrill Lynch & Co. Experience January 1994 - Present
Job Senior Financial Advisor at Merrill Lynch & Co.
Industry Financial Services
Experience
Merrill Lynch & Co. January 1994 - Present
Education
Missouri State University 1990 — 1994
Merrill Lynch & Co. January 1994 - Present
Education
Missouri State University 1990 — 1994
Roshni Mohan's Merrill Lynch & Co. Experience April 2006 - Present
Job VP at Merrill Lynch & Co.
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
Bank of America 2009 - Present
Merrill Lynch & Co. April 2006 - Present
Guardian Life Insurance 2003 - 2005
Vercuity (TSL) 2001 - 2002
AT&T June 1996 - May 2001
Education
Fairleigh Dickinson University 1996 — 2001
Bank of America Merrill Lynch 2009 - Present
Bank of America 2009 - Present
Merrill Lynch & Co. April 2006 - Present
Guardian Life Insurance 2003 - 2005
Vercuity (TSL) 2001 - 2002
AT&T June 1996 - May 2001
Education
Fairleigh Dickinson University 1996 — 2001
Win Smith's Merrill Lynch & Co. Experience August 1974 - January 2002
Job Chairman and CEO at Summit Ventures NE, LLC
Industry Recreational Facilities and Services
Experience
Sugarbush resort OwnerSugarbush ResortSeptember 2011 - Present
Summit Ventures NE, LLC 2001 - Present
Merrill Lynch August 1974 - January 2002
Merrill Lynch & Co. August 1974 - January 2002
Skills
Investments, Strategic Planning, Wealth Management, Marketing Strategy, Series 7, Public Speaking, Asset Managment, Event Management, Securities, Non-profits, Strategic Partnerships, Real Estate, Team Building, Fundraising, Leadership, Business Strategy, Hospitality, Nonprofits, Business Development, Start-ups, Social Networking, Entrepreneurship, Management, Asset Management, Contract Negotiation, Hedge Funds, Online Marketing, Mergers & Acquisitions, Alternative Investments, Strategy, Venture Capital, Budgets, Private Equity, Small Business, Advertising, Public Relations, Ski
Education
Amherst College 1967 — 1971
Bachelor of Arts, Political Science
Deerfield Academy 1963 — 1967
Buckley School 1955 — 1963
Sugarbush resort OwnerSugarbush ResortSeptember 2011 - Present
Summit Ventures NE, LLC 2001 - Present
Merrill Lynch August 1974 - January 2002
Merrill Lynch & Co. August 1974 - January 2002
Skills
Investments, Strategic Planning, Wealth Management, Marketing Strategy, Series 7, Public Speaking, Asset Managment, Event Management, Securities, Non-profits, Strategic Partnerships, Real Estate, Team Building, Fundraising, Leadership, Business Strategy, Hospitality, Nonprofits, Business Development, Start-ups, Social Networking, Entrepreneurship, Management, Asset Management, Contract Negotiation, Hedge Funds, Online Marketing, Mergers & Acquisitions, Alternative Investments, Strategy, Venture Capital, Budgets, Private Equity, Small Business, Advertising, Public Relations, Ski
Education
Amherst College 1967 — 1971
Bachelor of Arts, Political Science
Deerfield Academy 1963 — 1967
Buckley School 1955 — 1963
Arthur Staub's Merrill Lynch & Co. Experience 1997 - 2001
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2008 - Present
Banc of America Securities 2004 - 2008
JP Morgan Securities 2001 - 2004
Merrill Lynch & Co. 1997 - 2001
Lamont Financial Services Corporation 1992 - 1997
Skills
Enterprise Risk..., Capital Markets, Fixed Income, Financial Modeling, Series 7, Investment Banking, Derivatives, Structured Finance, Securities, Financial Structuring, Bonds, Structured Products, Portfolio Management, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - Columbia College 1978 — 1982
BA, Computer Science
Wells Fargo Securities 2008 - Present
Banc of America Securities 2004 - 2008
JP Morgan Securities 2001 - 2004
Merrill Lynch & Co. 1997 - 2001
Lamont Financial Services Corporation 1992 - 1997
Skills
Enterprise Risk..., Capital Markets, Fixed Income, Financial Modeling, Series 7, Investment Banking, Derivatives, Structured Finance, Securities, Financial Structuring, Bonds, Structured Products, Portfolio Management, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - Columbia College 1978 — 1982
BA, Computer Science
Ray Cipollini's Merrill Lynch & Co. Experience 1996 - 1998
Job CISSP Owner/President at Cyber DNA
Industry Computer & Network Security
Experience
Cyber DNA 2011 - Present
USA Cycling October 2012 - Present
U.S. Bicycling Hall of Fame 1999 - Present
Wheelsport Services 1993 - 2012
Cipollini Carting & Recycling, Inc. 2007 - 2010
Navigators Insurance Professional Cycling Team (Velocity Sports Management, Inc.) 1989 - 2006
Merrill Lynch & Co. 1996 - 1998
American International Group 1994 - 1996
Dun & Bradstreet 1988 - 1994
GAB Robins 1984 - 1988
Skills
Security, Mobile Forensics, Professional Cycling..., Small Business..., Network Security, Public Speaking, Management, Cycling, Strategic Planning, Marketing, Sports, Sponsorship, Contract Negotiation, Analysis, Computer Security, Leadership, Public Relations, Social Media Marketing, Event Management, Social Media, Event Planning
Education
Centenary College 1990 — 1996
BS - Business Administration
County College of Morris 1986 — 1989
AAS - Computer Information Systems
Cyber DNA 2011 - Present
USA Cycling October 2012 - Present
U.S. Bicycling Hall of Fame 1999 - Present
Wheelsport Services 1993 - 2012
Cipollini Carting & Recycling, Inc. 2007 - 2010
Navigators Insurance Professional Cycling Team (Velocity Sports Management, Inc.) 1989 - 2006
Merrill Lynch & Co. 1996 - 1998
American International Group 1994 - 1996
Dun & Bradstreet 1988 - 1994
GAB Robins 1984 - 1988
Skills
Security, Mobile Forensics, Professional Cycling..., Small Business..., Network Security, Public Speaking, Management, Cycling, Strategic Planning, Marketing, Sports, Sponsorship, Contract Negotiation, Analysis, Computer Security, Leadership, Public Relations, Social Media Marketing, Event Management, Social Media, Event Planning
Education
Centenary College 1990 — 1996
BS - Business Administration
County College of Morris 1986 — 1989
AAS - Computer Information Systems
Lance Withers Slaughter's Merrill Lynch & Co. Experience September 1994 - September 2005
Job First VPInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2005 - Present
Merrill Lynch & Co. September 1994 - September 2005
Integrated Resources Distributors 1983 - 1989
Education
Rutgers University School of Law - Camden 1975 — 1977
Law
Colgate University 1971 — 1975
BA, Economics
Kent School
Wells Fargo Advisors, LLC October 2005 - Present
Merrill Lynch & Co. September 1994 - September 2005
Integrated Resources Distributors 1983 - 1989
Education
Rutgers University School of Law - Camden 1975 — 1977
Law
Colgate University 1971 — 1975
BA, Economics
Kent School
Drew Nugent's Merrill Lynch & Co. Experience 2002 - 2008
Job Senior Director Business Development at S&P Capital IQ
Industry Capital Markets
Experience
S&P Capital IQ December 2014 - Present
Fitch Ratings 2010 - 2014
Merrill Lynch & Co. 2002 - 2008
Lehman Brothers 2001 - 2002
Fitch Ratings 1998 - 2001
Fleet Bank NA (formerly National Westminster Bank USA) 1994 - 1998
Skills
Structured Finance, Capital Markets, ABS, Loans, Leadership, Fixed Income, Investment Banking, Valuation, Securitization, Financial Modeling, Financial Structuring, Structured Products
Education
Cornell University 1990 — 1994
BS, Business Management and Marketing
S&P Capital IQ December 2014 - Present
Fitch Ratings 2010 - 2014
Merrill Lynch & Co. 2002 - 2008
Lehman Brothers 2001 - 2002
Fitch Ratings 1998 - 2001
Fleet Bank NA (formerly National Westminster Bank USA) 1994 - 1998
Skills
Structured Finance, Capital Markets, ABS, Loans, Leadership, Fixed Income, Investment Banking, Valuation, Securitization, Financial Modeling, Financial Structuring, Structured Products
Education
Cornell University 1990 — 1994
BS, Business Management and Marketing
Vincent G. McCallion's Merrill Lynch & Co. Experience 1986 - 1995
Job Municipal Underwriting at Intercoastal Capital Markets, Inc.
Industry Financial Services
Experience
Intercoastal Capital Markets, Inc. May 2015 - Present
R. Seelaus & Co., Inc. September 2012 - May 2015
Free Agent Finance November 2011 - August 2012
Professional Service Group of Central New Jersey October 2011 - August 2012
Roosevelt & Cross, Inc. 2008 - 2011
Citi 2002 - 2008
Madison Trading 2001 - 2001
Ipreo 1999 - 2000
U.S. Clearing Corp. (A Division of Quick & Reilly) 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Skills
Series 7, Series 63, Municipal Bonds, Underwriting, Secondary Trading, Capital Markets, Trading and Operations..., Executing trades and..., Financial Advisory, Compliance, Customer Service, Change Management, Program Upgrade..., Bloomberg, Asset Management, Bonds, Investment Banking, Finance, Fixed Income, Portfolio Management, Trading, Investments
Education
Baruch College 1980 — 1985
BBA, Management and Finance
Cardinal Hayes, Class of '80
Intercoastal Capital Markets, Inc. May 2015 - Present
R. Seelaus & Co., Inc. September 2012 - May 2015
Free Agent Finance November 2011 - August 2012
Professional Service Group of Central New Jersey October 2011 - August 2012
Roosevelt & Cross, Inc. 2008 - 2011
Citi 2002 - 2008
Madison Trading 2001 - 2001
Ipreo 1999 - 2000
U.S. Clearing Corp. (A Division of Quick & Reilly) 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Skills
Series 7, Series 63, Municipal Bonds, Underwriting, Secondary Trading, Capital Markets, Trading and Operations..., Executing trades and..., Financial Advisory, Compliance, Customer Service, Change Management, Program Upgrade..., Bloomberg, Asset Management, Bonds, Investment Banking, Finance, Fixed Income, Portfolio Management, Trading, Investments
Education
Baruch College 1980 — 1985
BBA, Management and Finance
Cardinal Hayes, Class of '80
emiko higashi's Merrill Lynch & Co. Experience 1994 - 2000
Job Owner, Tomon Partners
Industry Financial Services
Experience
Tomon Partners March 2003 - Present
Tomon Partners 2003 - Present
Gilo Ventures January 2001 - December 2003
Merrill Lynch & Co. 1994 - 2000
Wasserstein Perella 1988 - 1994
Lehman Brothers 1985 - 1988
McKinsey & Company January 1982 - August 1983
Skills
Venture Capital, Start-ups, Mergers, Business Strategy, Strategic Planning, Entrepreneurship, Corporate Development, Management Consulting, Strategic Partnerships, Marketing Strategy, Strategy, Acquisition Integration, Due Diligence, Negotiation, Private Equity, Governance, Mergers & Acquisitions, Finance, Management, Corporate Finance
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
International Christian University 1977 — 1981
Bachelor of Arts (BA)
Tomon Partners March 2003 - Present
Tomon Partners 2003 - Present
Gilo Ventures January 2001 - December 2003
Merrill Lynch & Co. 1994 - 2000
Wasserstein Perella 1988 - 1994
Lehman Brothers 1985 - 1988
McKinsey & Company January 1982 - August 1983
Skills
Venture Capital, Start-ups, Mergers, Business Strategy, Strategic Planning, Entrepreneurship, Corporate Development, Management Consulting, Strategic Partnerships, Marketing Strategy, Strategy, Acquisition Integration, Due Diligence, Negotiation, Private Equity, Governance, Mergers & Acquisitions, Finance, Management, Corporate Finance
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
International Christian University 1977 — 1981
Bachelor of Arts (BA)
A.J. Rice's Merrill Lynch & Co. Experience February 1999 - August 2006
Job Managing Director, Equity Research at UBS
Industry Financial Services
Experience
UBS April 2012 - Present
Susquehanna Financial Group February 2010 - March 2012
Pomeroy Capital September 2006 - February 2010
MERRILL LYNCH & CO. February 1999 - August 2006
Bear, Stearns & Co., Inc. March 1996 - January 1999
CS First Boston April 1995 - February 1996
J.P. Morgan January 1987 - April 1995
Skills
Equity Research, Stock Picking, Equities, Equity Valuation, Hedge Funds, Equity Underwriting, Private Equity, Healthcare, Mergers, Corporate Finance, Financial Accounting, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investments, Mergers, Valuation, Venture Capital, Trading, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/Accounting
University of Virginia 1976 — 1980
BA, Economics
UBS April 2012 - Present
Susquehanna Financial Group February 2010 - March 2012
Pomeroy Capital September 2006 - February 2010
MERRILL LYNCH & CO. February 1999 - August 2006
Bear, Stearns & Co., Inc. March 1996 - January 1999
CS First Boston April 1995 - February 1996
J.P. Morgan January 1987 - April 1995
Skills
Equity Research, Stock Picking, Equities, Equity Valuation, Hedge Funds, Equity Underwriting, Private Equity, Healthcare, Mergers, Corporate Finance, Financial Accounting, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investments, Mergers, Valuation, Venture Capital, Trading, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/Accounting
University of Virginia 1976 — 1980
BA, Economics
James Rudwall's Merrill Lynch & Co. Experience 1982 - 2008
Job Senior Vice President, Financial Advisor, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
UBS Financial Services, Inc. November 2008 - February 2015
Chicagoland Chamber of Commerce 2001 - 2011
Chicagoland Chamber of Commerce 2003 - 2010
Merrill Lynch & Co. 1982 - 2008
Price Waterhouse 1981 - 1982
Education
Miami University 1977 — 1981
BS Business Administration, Accountancy Major
UBS Wealth Management March 2015 - Present
UBS Financial Services, Inc. November 2008 - February 2015
Chicagoland Chamber of Commerce 2001 - 2011
Chicagoland Chamber of Commerce 2003 - 2010
Merrill Lynch & Co. 1982 - 2008
Price Waterhouse 1981 - 1982
Education
Miami University 1977 — 1981
BS Business Administration, Accountancy Major
Robert Pacha's Merrill Lynch & Co. Experience May 1995 - June 2009
Job Senior Managing Director at Evercore Partners
Industry Financial Services
Experience
Evercore Partners June 2009 - Present
Merrill Lynch & Co. May 1995 - June 2009
S.G. Warburg June 1994 - August 1994
J.C. Bradford & Co. June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
University of Pennsylvania - The Wharton School 1987 — 1990
BS Economics, Finance
Evercore Partners June 2009 - Present
Merrill Lynch & Co. May 1995 - June 2009
S.G. Warburg June 1994 - August 1994
J.C. Bradford & Co. June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
University of Pennsylvania - The Wharton School 1987 — 1990
BS Economics, Finance
Jarrod Foerster's Merrill Lynch & Co. Experience July 1994 - August 1997
Job Founder and Managing Principal at Flagship Capital Partners
Industry Real Estate
Experience
Flagship Capital Partners June 2011 - Present
Flagship Properties Corporation April 2009 - June 2011
Archstone October 2007 - January 2009
Flagship Properties Corporation August 2003 - October 2007
Camden Property Trust February 1998 - April 2003
Merrill Lynch & Co. July 1994 - August 1997
Crescent Real Estate 1992 - 1994
Crescent Real Estate 1992 - 1994
Crescent Real Estate 1992 - 1994
Skills
Valuation, Mergers & Acquisitions, Asset Management, Investments, Real Estate Transactions, Real Estate, Disposition, Investment Properties, Capital Markets, Financial Structuring, Structured Finance, Corporate Finance, Loans, Finance, Strategy, Equities, Mezzanine, Entrepreneurship, Underwriting, Loan Origination, Financial Modeling, Acquisitions, Real Estate Development, Land Acquisition, Due Diligence, Asset Managment, Real Estate Economics, Corporate Real Estate, Real Estate Private..., Business Development, Commercial Real Estate, Brokerage, Venture Capital, Joint Ventures, Capital, Negotiation, Contract Negotiation, Property, Mergers, Property Management, Apartments, Leases, Real Estate Financing, Private Equity, Location Intelligence
Education
Austin College 1988 — 1992
B.A., History and Economics
Brazoswood H.S. 1984 — 1988
Flagship Capital Partners June 2011 - Present
Flagship Properties Corporation April 2009 - June 2011
Archstone October 2007 - January 2009
Flagship Properties Corporation August 2003 - October 2007
Camden Property Trust February 1998 - April 2003
Merrill Lynch & Co. July 1994 - August 1997
Crescent Real Estate 1992 - 1994
Crescent Real Estate 1992 - 1994
Crescent Real Estate 1992 - 1994
Skills
Valuation, Mergers & Acquisitions, Asset Management, Investments, Real Estate Transactions, Real Estate, Disposition, Investment Properties, Capital Markets, Financial Structuring, Structured Finance, Corporate Finance, Loans, Finance, Strategy, Equities, Mezzanine, Entrepreneurship, Underwriting, Loan Origination, Financial Modeling, Acquisitions, Real Estate Development, Land Acquisition, Due Diligence, Asset Managment, Real Estate Economics, Corporate Real Estate, Real Estate Private..., Business Development, Commercial Real Estate, Brokerage, Venture Capital, Joint Ventures, Capital, Negotiation, Contract Negotiation, Property, Mergers, Property Management, Apartments, Leases, Real Estate Financing, Private Equity, Location Intelligence
Education
Austin College 1988 — 1992
B.A., History and Economics
Brazoswood H.S. 1984 — 1988
Marcia Swaybill's Merrill Lynch & Co. Experience January 1982 - May 1985
Job Paralegal, Organizer, Administrator
Industry Law Practice
Experience
The Ingber Law Firm September 2010 - April 2013
Mele & Associates, LLC August 2007 - September 2008
The New School July 1992 - October 1996
St. Joseph's College June 1989 - June 1992
NYS Department of Law October 1985 - June 1989
Merrill Lynch & Co. January 1982 - May 1985
merrill lynch 1982 - 1985
Skills
Legal Writing, Litigation, Legal Research, Westlaw, Civil Litigation, Courts
Education
City University of New York-Brooklyn College 1992 — 1995
MA, English
Baruch College, City University of New York (CUNY) 1985 — 1989
BA, English
The Ingber Law Firm September 2010 - April 2013
Mele & Associates, LLC August 2007 - September 2008
The New School July 1992 - October 1996
St. Joseph's College June 1989 - June 1992
NYS Department of Law October 1985 - June 1989
Merrill Lynch & Co. January 1982 - May 1985
merrill lynch 1982 - 1985
Skills
Legal Writing, Litigation, Legal Research, Westlaw, Civil Litigation, Courts
Education
City University of New York-Brooklyn College 1992 — 1995
MA, English
Baruch College, City University of New York (CUNY) 1985 — 1989
BA, English
Nancine Vitale's Merrill Lynch & Co. Experience June 1995 - March 2008
Job Senior Technology Manager
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
Bank of America October 2012 - March 2015
Dowling College September 2008 - May 2013
Merrill Lynch Bank of America January 2009 - October 2012
Merrill Lynch March 2008 - December 2010
Merrill Lynch & Co. June 1995 - March 2008
Skills
Software Project..., Project Management, Business Analysis, Data Warehouse..., Agile Project Management, SDLC, Databases, Business Intelligence, IT Project & Program..., Object Oriented Modeling, Business Process..., IT Strategy, Capital Markets, Equities, Investment Banking, Management, PMO, Program Management, Project Portfolio..., Risk Management, Trading Systems, Vendor Management, Agile Methodologies, Data Warehousing, Business Process, Integration, Financial Services
Education
Dowling College 2005 — 2008
MBA, Corporate Finance, 3.7
Hofstra University 1989 — 1998
Bachelor's Degree, Management
Deutsche Bank September 2015 - Present
Bank of America October 2012 - March 2015
Dowling College September 2008 - May 2013
Merrill Lynch Bank of America January 2009 - October 2012
Merrill Lynch March 2008 - December 2010
Merrill Lynch & Co. June 1995 - March 2008
Skills
Software Project..., Project Management, Business Analysis, Data Warehouse..., Agile Project Management, SDLC, Databases, Business Intelligence, IT Project & Program..., Object Oriented Modeling, Business Process..., IT Strategy, Capital Markets, Equities, Investment Banking, Management, PMO, Program Management, Project Portfolio..., Risk Management, Trading Systems, Vendor Management, Agile Methodologies, Data Warehousing, Business Process, Integration, Financial Services
Education
Dowling College 2005 — 2008
MBA, Corporate Finance, 3.7
Hofstra University 1989 — 1998
Bachelor's Degree, Management
Michael A. Hasenauer, CFA's Merrill Lynch & Co. Experience July 2003 - August 2005
Job Founding Partner Mockingbird Credit Partners
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2005 - March 2013
Merrill Lynch & Co. July 2003 - August 2005
Education
Connecticut College 1999 — 2003
B.A., Economics
Highland Capital Management, L.P. August 2005 - March 2013
Merrill Lynch & Co. July 2003 - August 2005
Education
Connecticut College 1999 — 2003
B.A., Economics
Rick Harper's Merrill Lynch & Co. Experience 1991 - 1992
Job Head of Fixed Income and Currency at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management January 2007 - Present
RBC Dain Rauscher July 2004 - October 2005
Banc One Capital Markets July 2002 - July 2003
ETF Advisors June 2002 - June 2003
Nuveen Investments 1995 - 2002
FEDERAL RESERVE BANK OF ATLANTA, 1992 - 1993
MERRILL LYNCH & CO. 1991 - 1992
Skills
ETFs, Fixed Income, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Bloomberg, Bonds, Portfolio Management, Investments, Investment Banking, Currency, Investment Management, Financial Markets, Capital Markets, Emerging Markets, Financial Structuring, Financial Advisory, FX Options, Swaps, Economics
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance and Economics
Indiana University Bloomington 1993 — 1995
MBA, Economics and Investments
Emory University 1987 — 1991
BA, Economics and History
WisdomTree Asset Management January 2007 - Present
RBC Dain Rauscher July 2004 - October 2005
Banc One Capital Markets July 2002 - July 2003
ETF Advisors June 2002 - June 2003
Nuveen Investments 1995 - 2002
FEDERAL RESERVE BANK OF ATLANTA, 1992 - 1993
MERRILL LYNCH & CO. 1991 - 1992
Skills
ETFs, Fixed Income, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Bloomberg, Bonds, Portfolio Management, Investments, Investment Banking, Currency, Investment Management, Financial Markets, Capital Markets, Emerging Markets, Financial Structuring, Financial Advisory, FX Options, Swaps, Economics
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance and Economics
Indiana University Bloomington 1993 — 1995
MBA, Economics and Investments
Emory University 1987 — 1991
BA, Economics and History
Thomas C. Frame's Merrill Lynch & Co. Experience 1983 - 1991
Job Morgan Stanley & Co.
Industry Investment Management
Experience
Morgan Stanley & Co. 1996 - Present
Cheswick Investment Company 1992 - 1996
Merrill Lynch & Co. 1983 - 1991
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Series 7, Wealth Management, Wealth Management..., Asset Managment, Equities
Education
University of Virginia 1979 — 1983
J.D. - M.B.A.
Brown University 1975 — 1979
A.B., Law and Society
Morgan Stanley & Co. 1996 - Present
Cheswick Investment Company 1992 - 1996
Merrill Lynch & Co. 1983 - 1991
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Series 7, Wealth Management, Wealth Management..., Asset Managment, Equities
Education
University of Virginia 1979 — 1983
J.D. - M.B.A.
Brown University 1975 — 1979
A.B., Law and Society
Gary Vineberg's Merrill Lynch & Co. Experience 1993 - 1998
Job President at Cyrano Equity Research, Inc.
Industry Financial Services
Experience
Cyrano Equity Research, Inc. PrincipalWater Street Capital, Inc.1998 - 1999
Merrill Lynch & Co. 1993 - 1998
Education
New York University
M.B.A., Finance
Stanford University
M.A., Communication
McGill University
B.A., History
Cyrano Equity Research, Inc. PrincipalWater Street Capital, Inc.1998 - 1999
Merrill Lynch & Co. 1993 - 1998
Education
New York University
M.B.A., Finance
Stanford University
M.A., Communication
McGill University
B.A., History
Randolph Randolph's Merrill Lynch & Co. Experience January 2007 - February 2009
Job Managing Director Head of US Insurance DCM at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America May 2010 - June 2014
Munich Re Capital Markets May 2009 - May 2010
Merrill Lynch & Co. January 2007 - February 2009
Bank of America Merrill Lynch 2009 - 2009
Merrill Lynch & Co. January 2001 - December 2006
Merrill Lynch & Co. June 1998 - December 2000
Merrill Lynch & Co. August 1995 - May 1998
Morgan Stanley September 1991 - July 1993
Skills
Capital Markets, Investment Banking, Equities, Banking, Mergers & Acquisitions, Investments, Bonds, Structured Finance, Finance, Mergers, Securitization, Fixed Income, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA
Middlebury College 1985 — 1989
BA, Major: Pol Sci. Minor: Physics
Bank of America Merrill Lynch July 2014 - Present
Bank of America May 2010 - June 2014
Munich Re Capital Markets May 2009 - May 2010
Merrill Lynch & Co. January 2007 - February 2009
Bank of America Merrill Lynch 2009 - 2009
Merrill Lynch & Co. January 2001 - December 2006
Merrill Lynch & Co. June 1998 - December 2000
Merrill Lynch & Co. August 1995 - May 1998
Morgan Stanley September 1991 - July 1993
Skills
Capital Markets, Investment Banking, Equities, Banking, Mergers & Acquisitions, Investments, Bonds, Structured Finance, Finance, Mergers, Securitization, Fixed Income, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA
Middlebury College 1985 — 1989
BA, Major: Pol Sci. Minor: Physics
Kate Banchiero's Merrill Lynch & Co. Experience March 2001 - May 2007
Job Director, Regional Head Americas, Banking Services Management
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2009 - Present
Bank of America Merrill Lynch May 2007 - April 2009
Merrill Lynch & Co. March 2001 - May 2007
Westpac 1991 - 2001
Education
Monash University
B. Ec., Economics
Bank of America Merrill Lynch April 2009 - Present
Bank of America Merrill Lynch May 2007 - April 2009
Merrill Lynch & Co. March 2001 - May 2007
Westpac 1991 - 2001
Education
Monash University
B. Ec., Economics
Maureen B. Kerr's Merrill Lynch & Co. Experience August 1986 - February 1990
Job Senior Managing DirectorHead of Insurance Solutions
Industry Investment Banking
Experience
FocusPoint Private Capital Group (Formerly Forbes Private Capital) January 2015 - Present
Barclays Capital February 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Goldman Sachs February 1991 - February 2006
UBS Securities February 1990 - February 1991
Merrill Lynch & Co. August 1986 - February 1990
Shearson Lehman Brothers Inc. May 1985 - August 1985
PNC August 1980 - August 1984
Skills
Capital Markets, Investment Banking, Hedge Funds, Derivatives, Structured Products, Fixed Income, Emerging Markets, Corporate Finance, Financial Structuring, Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Graduated with Distinction
Duke University 1976 — 1980
BA, Economics, Magna cum laude
FocusPoint Private Capital Group (Formerly Forbes Private Capital) January 2015 - Present
Barclays Capital February 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Goldman Sachs February 1991 - February 2006
UBS Securities February 1990 - February 1991
Merrill Lynch & Co. August 1986 - February 1990
Shearson Lehman Brothers Inc. May 1985 - August 1985
PNC August 1980 - August 1984
Skills
Capital Markets, Investment Banking, Hedge Funds, Derivatives, Structured Products, Fixed Income, Emerging Markets, Corporate Finance, Financial Structuring, Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Graduated with Distinction
Duke University 1976 — 1980
BA, Economics, Magna cum laude
Gregory J. Mulligan's Merrill Lynch & Co. Experience 1998 - 2008
Job Sr. Vice President, Wealth Advisor, Sr. Portfolio Manager
Industry Financial Services
Experience
UBS Financial Srvcs November 2008 - Present
Merrill Lynch & Co. 1998 - 2008
Skills
Financial Analysis, Wealth Management, Alternative Investments, Portfolio Management
Education
Fordham University 1994 — 1997
Bachelor of Arts (B.A.), Economics
UBS Financial Srvcs November 2008 - Present
Merrill Lynch & Co. 1998 - 2008
Skills
Financial Analysis, Wealth Management, Alternative Investments, Portfolio Management
Education
Fordham University 1994 — 1997
Bachelor of Arts (B.A.), Economics
Michael Barrish's Merrill Lynch & Co. Experience 2005 - 2009
Job Managing Director Leveraged Finance
Industry Investment Banking
Experience
Macquarie Capital May 2015 - Present
RBC Capital Markets November 2009 - March 2015
Merrill Lynch & Co. 2005 - 2009
Citigroup August 1999 - March 2005
J.C. Bradford & Co. March 1997 - June 1999
Skills
Investment Banking, Leveraged Finance, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Fixed Income
Education
Brown University 1992 — 1996
B.A., Business Economics
Macquarie Capital May 2015 - Present
RBC Capital Markets November 2009 - March 2015
Merrill Lynch & Co. 2005 - 2009
Citigroup August 1999 - March 2005
J.C. Bradford & Co. March 1997 - June 1999
Skills
Investment Banking, Leveraged Finance, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Fixed Income
Education
Brown University 1992 — 1996
B.A., Business Economics
Larry Whistler, CFA's Merrill Lynch & Co. Experience 1994 - 2004
Job President at Nottingham Advisors
Industry Investment Management
Experience
Nottingham Advisors April 2006 - Present
Merrill Lynch & Co. 1994 - 2004
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Advisory, Alternative Investments, Asset Management, Equities, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, New Business Development, Securities, Series 7, Start-ups, Strategic Planning
Education
Emory University - Goizueta Business School 1993 — 1994
MBA
William & Mary 1987 — 1990
Nottingham Advisors April 2006 - Present
Merrill Lynch & Co. 1994 - 2004
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Advisory, Alternative Investments, Asset Management, Equities, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, New Business Development, Securities, Series 7, Start-ups, Strategic Planning
Education
Emory University - Goizueta Business School 1993 — 1994
MBA
William & Mary 1987 — 1990
Shane Hutzal's Merrill Lynch & Co. Experience June 2005 - December 2007
Job Principal at Peters & Co. Limited
Industry Investment Banking
Experience
Peters & Co. Limited January 2008 - Present
Merrill Lynch & Co. June 2005 - December 2007
Kinnell Drilling Ltd. July 2003 - August 2003
Noyes Engineering & Supervision Ltd. 2000 - 2002
Education
Haskayne School of Business 2002 — 2005
B.Comm (Finance), Silver Medal (GPA of 3.93/4.00 in last 20 courses)
Dr. E.P. Scarlett High School 1991 — 1994
Peters & Co. Limited January 2008 - Present
Merrill Lynch & Co. June 2005 - December 2007
Kinnell Drilling Ltd. July 2003 - August 2003
Noyes Engineering & Supervision Ltd. 2000 - 2002
Education
Haskayne School of Business 2002 — 2005
B.Comm (Finance), Silver Medal (GPA of 3.93/4.00 in last 20 courses)
Dr. E.P. Scarlett High School 1991 — 1994
Keith M Sipes's Merrill Lynch & Co. Experience May 2006 - April 2009
Job Head of Global Media, Telecom & Technology Investment Banking
Industry Investment Banking
Experience
CRT Capital Group June 2014 - Present
Duff & Phelps March 2013 - June 2014
Stifel Nicolaus Weisel March 2010 - March 2013
Merrill Lynch & Co. May 2006 - April 2009
Lazard Freres & Co. February 2004 - May 2006
Merrill Lynch & Co. August 2000 - February 2004
Skills
Mergers, Corporate Finance, Venture Capital, Media & Entertainment, Digital Media, Publishing, Broadcast Television, Radio Broadcasting, Cable Networks, Video Games, Interactive Media, Media Technology, Private Equity, Private Placements, Acquisitions, Divestitures, LBO, Recapitalizations, Financing Alternatives, Wireless, Sell Side, Buy-side, Tech enabled businesses, Social Media, Ad Networks, Mergers & Acquisitions, Fairness Opinions, Investment Banking, Capital Markets, Due Diligence, Investments, Leveraged Finance, M, Strategy, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Accounting & Finance
CRT Capital Group June 2014 - Present
Duff & Phelps March 2013 - June 2014
Stifel Nicolaus Weisel March 2010 - March 2013
Merrill Lynch & Co. May 2006 - April 2009
Lazard Freres & Co. February 2004 - May 2006
Merrill Lynch & Co. August 2000 - February 2004
Skills
Mergers, Corporate Finance, Venture Capital, Media & Entertainment, Digital Media, Publishing, Broadcast Television, Radio Broadcasting, Cable Networks, Video Games, Interactive Media, Media Technology, Private Equity, Private Placements, Acquisitions, Divestitures, LBO, Recapitalizations, Financing Alternatives, Wireless, Sell Side, Buy-side, Tech enabled businesses, Social Media, Ad Networks, Mergers & Acquisitions, Fairness Opinions, Investment Banking, Capital Markets, Due Diligence, Investments, Leveraged Finance, M, Strategy, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Accounting & Finance
Charles Gajeway's Merrill Lynch & Co. Experience 1983 - 1984
Job Marketing & Tech Support, The BBQ Guru at ThermOmegaTech, Inc.
Industry Management Consulting
Experience
ThermOmegaTech, Inc. June 2014 - Present
The Competitive Resource January 1998 - April 2009
Small Business Computing and Home Office Computing 1982 - 2002
Merrill Lynch Private Client September 1995 - October 1997
Merrill Lynch Private Client April 1986 - September 1995
Merrill Lynch Relocation Management April 1984 - March 1986
Merrill Lynch & Co. 1983 - 1984
Merrill Lynch & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Morgan Guaranty Trust Co. 1976 - 1979
Skills
Financial Modeling, Strategic Planning, Business Analysis, Competitive Intelligence, Budgets, Business Planning, Financial Analysis, Marketing Strategy, Consulting, Project Planning, Business Strategy, Competitive Analysis, Due Diligence, Market Research, Mergers, Strategy, Cross-functional Team..., Management Consulting, Analysis, Business Development
Education
Cornell University - Johnson Graduate School of Management 1971 — 1973
MBA, Finance
Cornell University 1966 — 1970
BA, English
ThermOmegaTech, Inc. June 2014 - Present
The Competitive Resource January 1998 - April 2009
Small Business Computing and Home Office Computing 1982 - 2002
Merrill Lynch Private Client September 1995 - October 1997
Merrill Lynch Private Client April 1986 - September 1995
Merrill Lynch Relocation Management April 1984 - March 1986
Merrill Lynch & Co. 1983 - 1984
Merrill Lynch & Co. 1981 - 1983
Merrill Lynch 1979 - 1981
Morgan Guaranty Trust Co. 1976 - 1979
Skills
Financial Modeling, Strategic Planning, Business Analysis, Competitive Intelligence, Budgets, Business Planning, Financial Analysis, Marketing Strategy, Consulting, Project Planning, Business Strategy, Competitive Analysis, Due Diligence, Market Research, Mergers, Strategy, Cross-functional Team..., Management Consulting, Analysis, Business Development
Education
Cornell University - Johnson Graduate School of Management 1971 — 1973
MBA, Finance
Cornell University 1966 — 1970
BA, English
Gary Kokalari's Merrill Lynch & Co. Experience
Job Senior Financial Advisor at Merrill Lynch & Co.
Industry Financial Services
Experience
Merrill Lynch & Co.
Skills
Series 7, Investments, Strategic Planning, Emerging Markets, Investment Banking, Financial Modeling, Wealth Management, Valuation, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Asset Allocation
Education
Boston University Questrom School of Business 1970 — 1974
B.S.
SRCDS
University of Pennsylvania - The Wharton School
M.B.A., Finance
Merrill Lynch & Co.
Skills
Series 7, Investments, Strategic Planning, Emerging Markets, Investment Banking, Financial Modeling, Wealth Management, Valuation, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Asset Allocation
Education
Boston University Questrom School of Business 1970 — 1974
B.S.
SRCDS
University of Pennsylvania - The Wharton School
M.B.A., Finance
Fred Harbus, MBA, PhD's Merrill Lynch & Co. Experience 1987 - 1998
Job Interest Rate Risk Specialist Financial Institution Supervision Group at Federal Reserve Bank of New York
Industry Financial Services
Experience
State Street 2009 - 2012
Deutsche Bank 2000 - 2009
Lehman Brothers 1998 - 2000
Merrill Lynch & Co. 1987 - 1998
Skills
Capital Markets, Derivatives, Market Risk, Financial Modeling, Risk Management, Finance, Treasury, Equities, Treasury Management, Financial Analysis, ALM, Interest Rate Risk..., Bonds, Valuation, Hedging, Investment Banking, Capital Structure, Quantitative Analytics, Banking, Financial Services, Capital Allocation, Enterprise Risk..., Trading, Performance Measurement, Capital Adequacy, Probability Theory, VAR, Debt, Quantitative Analysis, Value-at-Risk, Shareholder Value..., Balance Sheet..., FAS 133, Dividend Policy, Share Repurchase Policy, Cost of Capital, Risk Appetite, Bank Regulatory...
Education
Columbia University in the City of New York
BA summa cum laude, Physics
Massachusetts Institute of Technology
PhD, Physics
New York University - Leonard N. Stern School of Business
MBA with distinction, Finance
University of Rochester
Post-Doctoral Research Fellow, Physics and Applied Mathematics
State Street 2009 - 2012
Deutsche Bank 2000 - 2009
Lehman Brothers 1998 - 2000
Merrill Lynch & Co. 1987 - 1998
Skills
Capital Markets, Derivatives, Market Risk, Financial Modeling, Risk Management, Finance, Treasury, Equities, Treasury Management, Financial Analysis, ALM, Interest Rate Risk..., Bonds, Valuation, Hedging, Investment Banking, Capital Structure, Quantitative Analytics, Banking, Financial Services, Capital Allocation, Enterprise Risk..., Trading, Performance Measurement, Capital Adequacy, Probability Theory, VAR, Debt, Quantitative Analysis, Value-at-Risk, Shareholder Value..., Balance Sheet..., FAS 133, Dividend Policy, Share Repurchase Policy, Cost of Capital, Risk Appetite, Bank Regulatory...
Education
Columbia University in the City of New York
BA summa cum laude, Physics
Massachusetts Institute of Technology
PhD, Physics
New York University - Leonard N. Stern School of Business
MBA with distinction, Finance
University of Rochester
Post-Doctoral Research Fellow, Physics and Applied Mathematics
Raj Tulshan's Merrill Lynch & Co. Experience September 1999 - September 2008
Job Director Client Services at Hudson Capital Advisors LLC
Industry Capital Markets
Experience
Hudson Capital Advisors LLC September 2013 - Present
Small Business Advisory November 2009 - September 2013
Meltwater Group June 2009 - September 2009
Merrill Lynch & Co. September 1999 - September 2008
Skills
Structuring, Risk, New Business Development, ABS, Product Analysis, Capital Markets, Origination, Bonds, Structured Products, Valuation, Investment Banking, Financial Modeling, Due Diligence, Structured Finance, Venture Capital, Emerging Markets, Financial Analysis, Fixed Income, Start-ups, Business Strategy, Business Planning, Credit, Credit Analysis, Project Finance, Banking, Restructuring, Strategy Development, Debt, Alternative Investments, Entrepreneurship, Business Analysis, Analytics, Investments, Financial Structuring, Strategy, Treasury Management, Business Development, Loan Origination, Credit Risk
Education
University of Oxford - Said Business School 2008 — 2009
MBA
Ithaca College 1996 — 1999
Bachelor of Science
Hudson Capital Advisors LLC September 2013 - Present
Small Business Advisory November 2009 - September 2013
Meltwater Group June 2009 - September 2009
Merrill Lynch & Co. September 1999 - September 2008
Skills
Structuring, Risk, New Business Development, ABS, Product Analysis, Capital Markets, Origination, Bonds, Structured Products, Valuation, Investment Banking, Financial Modeling, Due Diligence, Structured Finance, Venture Capital, Emerging Markets, Financial Analysis, Fixed Income, Start-ups, Business Strategy, Business Planning, Credit, Credit Analysis, Project Finance, Banking, Restructuring, Strategy Development, Debt, Alternative Investments, Entrepreneurship, Business Analysis, Analytics, Investments, Financial Structuring, Strategy, Treasury Management, Business Development, Loan Origination, Credit Risk
Education
University of Oxford - Said Business School 2008 — 2009
MBA
Ithaca College 1996 — 1999
Bachelor of Science
Al Rodriguez's Merrill Lynch & Co. Experience 1999 - 2006
Job Asst. Corporation Counsel Manager at NYC Law Department
Industry Government Administration
Experience
NYC Law Department 2013 - Present
Build NYC 2012 - 2013
New York City Industrial Development Agency November 2007 - 2013
Bronx Borough President's Office 2007 - 2013
New York City Capital Resources Corporation November 2007 - December 2012
National Association of Latino Elected and Appointed Officials 2008 - 2009
Merrill Lynch & Co. 1999 - 2006
Brown & Wood LLP 1993 - 1999
Youth Action Program 1987 - 1990
Children of War Group 1986 - 1987
Skills
Private Equity, Asset Management, Non-profits, Policy, Structuring, Fundraising, Public Speaking, Government Relations, Negotiation, Public Policy, Research
Education
Columbia Law School 1990 — 1993
J.D., Law
American Conservatory Theatre School
Acting Studies
University of New Mexico
B.U.S., B.F.A, History, Theater
NYC Law Department 2013 - Present
Build NYC 2012 - 2013
New York City Industrial Development Agency November 2007 - 2013
Bronx Borough President's Office 2007 - 2013
New York City Capital Resources Corporation November 2007 - December 2012
National Association of Latino Elected and Appointed Officials 2008 - 2009
Merrill Lynch & Co. 1999 - 2006
Brown & Wood LLP 1993 - 1999
Youth Action Program 1987 - 1990
Children of War Group 1986 - 1987
Skills
Private Equity, Asset Management, Non-profits, Policy, Structuring, Fundraising, Public Speaking, Government Relations, Negotiation, Public Policy, Research
Education
Columbia Law School 1990 — 1993
J.D., Law
American Conservatory Theatre School
Acting Studies
University of New Mexico
B.U.S., B.F.A, History, Theater
Joe Gatto's Merrill Lynch & Co. Experience July 1997 - July 2008
Job Oil & Gas Executive
Industry Oil & Energy
Experience
Callon Petroleum Company April 2014 - Present
Callon Petroleum Company April 2012 - March 2014
Merrill Lynch Commodities January 2010 - October 2011
Barclays Investment Bank July 2008 - February 2009
Merrill Lynch & Co. July 1997 - July 2008
Skills
Corporate Finance, Investment Banking, Management, Energy, Financial Modeling, Due Diligence, Mergers & Acquisitions, Natural Gas, Financial Analysis, Petroleum, Valuation, Commodity
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Strategy/Finance
Cornell University 1988 — 1992
BS, Finance/Real Estate
Callon Petroleum Company April 2014 - Present
Callon Petroleum Company April 2012 - March 2014
Merrill Lynch Commodities January 2010 - October 2011
Barclays Investment Bank July 2008 - February 2009
Merrill Lynch & Co. July 1997 - July 2008
Skills
Corporate Finance, Investment Banking, Management, Energy, Financial Modeling, Due Diligence, Mergers & Acquisitions, Natural Gas, Financial Analysis, Petroleum, Valuation, Commodity
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Strategy/Finance
Cornell University 1988 — 1992
BS, Finance/Real Estate
Leslie L. Johnson's Merrill Lynch & Co. Experience June 2001 - May 2005
Job Student
Industry International Affairs
Experience
Rare Conservation February 2010 - May 2010
Artisans Microfinance Pvt. Ltd., India December 2008 - April 2009
All India Artisans & Craftworkers Welfare Association, India March 2008 - September 2008
Merrill Lynch Foundation July 2005 - August 2007
Merrill Lynch & Co. June 2001 - May 2005
Lehman Brothers, Inc. October 1997 - December 1999
Nomura Securities International September 1996 - October 1997
Education
The Wharton School, University of Pennsylvania 2000 — 2002
Master, Business Administration, Global Corporate Strategy
Dartmouth College 1991 — 1995
Bachelor of Arts, Economics; Sociology
Rare Conservation February 2010 - May 2010
Artisans Microfinance Pvt. Ltd., India December 2008 - April 2009
All India Artisans & Craftworkers Welfare Association, India March 2008 - September 2008
Merrill Lynch Foundation July 2005 - August 2007
Merrill Lynch & Co. June 2001 - May 2005
Lehman Brothers, Inc. October 1997 - December 1999
Nomura Securities International September 1996 - October 1997
Education
The Wharton School, University of Pennsylvania 2000 — 2002
Master, Business Administration, Global Corporate Strategy
Dartmouth College 1991 — 1995
Bachelor of Arts, Economics; Sociology
Michael Dorfman's Merrill Lynch & Co. Experience 2000 - 2002
Job Senior Vice President, Corporate Development at Dundee Precious Metals
Industry Mining & Metals
Experience
Dundee Precious Metals 2011 - Present
Stonecap Securities 2009 - 2011
Thomas Weisel Partners (formerly Westwind Partners) March 2003 - February 2009
Merrill Lynch & Co. 2000 - 2002
Skills
Equities, Mining, Venture Capital, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Mergers, Risk Management, Capital Markets, Financial Modeling, Corporate Development, Financial Analysis, Business Strategy, Mergers & Acquisitions, Valuation, Equity Research
Education
Ivey Business School at Western University 1995 — 2000
HBA, Business
Dundee Precious Metals 2011 - Present
Stonecap Securities 2009 - 2011
Thomas Weisel Partners (formerly Westwind Partners) March 2003 - February 2009
Merrill Lynch & Co. 2000 - 2002
Skills
Equities, Mining, Venture Capital, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Mergers, Risk Management, Capital Markets, Financial Modeling, Corporate Development, Financial Analysis, Business Strategy, Mergers & Acquisitions, Valuation, Equity Research
Education
Ivey Business School at Western University 1995 — 2000
HBA, Business
Caroline Sabbagha's Merrill Lynch & Co. Experience January 1995 - January 2000
Job Financial Services Professional
Industry Financial Services
Experience
Lehman Brothers (Barclays Capital) February 2000 - April 2009
Merrill Lynch & Co. January 1995 - January 2000
Merrill Lynch & Co. July 1992 - January 1995
Education
Georgetown University 1990 — 1992
Masters, School of Foreign Service. Concentration in International Business
The George Washington University 1985 — 1989
BA, International Affairs
Lehman Brothers (Barclays Capital) February 2000 - April 2009
Merrill Lynch & Co. January 1995 - January 2000
Merrill Lynch & Co. July 1992 - January 1995
Education
Georgetown University 1990 — 1992
Masters, School of Foreign Service. Concentration in International Business
The George Washington University 1985 — 1989
BA, International Affairs
Andrew Peisch's Merrill Lynch & Co. Experience 1989 - 2000
Job Seer Capital Management
Industry Investment Banking
Experience
Seer Capital Management May 2012 - Present
Jefferies & Company May 2009 - May 2012
Deutsche Bank April 2003 - April 2009
Merrill Lynch & Co. 1989 - 2000
Merrill Lynch & Co. 1989 - 2000
Skills
Capital Markets, ABS, Structured Finance, Fixed Income, Securitization, Investment Banking, Hedge Funds, Structured Products, Derivatives, MBS, Financial Structuring, CDO
Education
Dartmouth College
BA, History
Harvard Business School
MBA
Seer Capital Management May 2012 - Present
Jefferies & Company May 2009 - May 2012
Deutsche Bank April 2003 - April 2009
Merrill Lynch & Co. 1989 - 2000
Merrill Lynch & Co. 1989 - 2000
Skills
Capital Markets, ABS, Structured Finance, Fixed Income, Securitization, Investment Banking, Hedge Funds, Structured Products, Derivatives, MBS, Financial Structuring, CDO
Education
Dartmouth College
BA, History
Harvard Business School
MBA
Sagar Janveja's Merrill Lynch & Co. Experience June 2001 - July 2005
Job Vice President at Aon Securities, Inc.
Industry Investment Banking
Experience
Aon Benfield July 2015 - Present
First Analysis Securities Corporation October 2014 - June 2015
KPMG Corporate Finance LLC July 2012 - October 2014
Scott-Macon, Ltd. June 2008 - May 2012
Banc of America Securities LLC June 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Merrill Lynch & Co. June 2001 - July 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Valuation, Financial Modeling, Asset Management, Analysis, Finance, Strategy, Private Equity, Venture Capital, Private Placements, Corporate Finance, Equities, Debt
Education
Georgetown University - The McDonough School of Business 2005 — 2007
M.B.A
University of Michigan 1997 — 2001
B.A
Aon Benfield July 2015 - Present
First Analysis Securities Corporation October 2014 - June 2015
KPMG Corporate Finance LLC July 2012 - October 2014
Scott-Macon, Ltd. June 2008 - May 2012
Banc of America Securities LLC June 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Merrill Lynch & Co. June 2001 - July 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Valuation, Financial Modeling, Asset Management, Analysis, Finance, Strategy, Private Equity, Venture Capital, Private Placements, Corporate Finance, Equities, Debt
Education
Georgetown University - The McDonough School of Business 2005 — 2007
M.B.A
University of Michigan 1997 — 2001
B.A
Stacy Tiburzi's Merrill Lynch & Co. Experience March 2000 - April 2004
Job SAHM at Not employed
Industry Executive Office
Experience
Not employed Executive Assistant to the Executive Vice PresidentIRVIN AUTOMOTIVESeptember 2004 - June 2006
MERRILL LYNCH & CO. March 2000 - April 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MS, Human Resources
Michigan State University 1994 — 1999
BS, Hospitality Business
Not employed Executive Assistant to the Executive Vice PresidentIRVIN AUTOMOTIVESeptember 2004 - June 2006
MERRILL LYNCH & CO. March 2000 - April 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MS, Human Resources
Michigan State University 1994 — 1999
BS, Hospitality Business
Gregg Smart's Merrill Lynch & Co. Experience 1986 - 1999
Job Managing Director, Fenway Partners
Industry Venture Capital & Private Equity
Experience
Fenway Partners 1999 - Present
Merrill Lynch & Co. 1986 - 1999
First Union 1981 - 1984
Skills
Due Diligence, Mergers, Financial Modeling, Business Strategy, Strategic Planning, Alternative Investments, Investments, Valuation, Structuring, Corporate Finance, IPO, Capital Markets, Asset Management, Equities, Portfolio Management, Fixed Income, Business Planning, Corporate Governance, Corporate Development, Investment Banking, Restructuring, Debt, Business Valuation, LBO, Deal Structuring, M&A experience, Divestitures, Buyouts, Capital, Growth Capital, Leveraged Finance, Deal Sourcing, Mezzanine, Financial Structuring, Mergers & Acquisitions, Structured Finance, Recapitalizations, High Yield, Negotiation
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance
Davidson College 1977 — 1981
Bachelor of Arts (BA), cum laude, Economics
Fenway Partners 1999 - Present
Merrill Lynch & Co. 1986 - 1999
First Union 1981 - 1984
Skills
Due Diligence, Mergers, Financial Modeling, Business Strategy, Strategic Planning, Alternative Investments, Investments, Valuation, Structuring, Corporate Finance, IPO, Capital Markets, Asset Management, Equities, Portfolio Management, Fixed Income, Business Planning, Corporate Governance, Corporate Development, Investment Banking, Restructuring, Debt, Business Valuation, LBO, Deal Structuring, M&A experience, Divestitures, Buyouts, Capital, Growth Capital, Leveraged Finance, Deal Sourcing, Mezzanine, Financial Structuring, Mergers & Acquisitions, Structured Finance, Recapitalizations, High Yield, Negotiation
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance
Davidson College 1977 — 1981
Bachelor of Arts (BA), cum laude, Economics
Todd DiScala's Merrill Lynch & Co. Experience September 1992 - Present
Job Managing Director Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch & Co. September 1992 - Present
Skills
Investments, Fixed Income
Education
Hofstra University 1993 — 1995
MBA, Management
Boston College 1987 — 1991
BA, Economics
Cold Spring Harbor HS 1981 — 1987
Merrill Lynch & Co. September 1992 - Present
Skills
Investments, Fixed Income
Education
Hofstra University 1993 — 1995
MBA, Management
Boston College 1987 — 1991
BA, Economics
Cold Spring Harbor HS 1981 — 1987
Adriaan Schieferdecker's Merrill Lynch & Co. Experience June 1988 - July 1990
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America September 1996 - Present
Wells Fargo Bank, N.A. August 1990 - September 1996
Merrill Lynch & Co. June 1988 - July 1990
Skills
Insurance Risk..., Databases, Claims Resolution, Risk Management, Operational Risk..., Directors & Officers..., Property & Casualty..., Loss Prevention, Professional Liability, Premises Liability..., Enterprise Risk..., General Insurance, Umbrella Insurance, Risk Finance, OCIP, Marine Insurance, Aviation Insurance, Risk Analysis, Financial Risk, Underwriting, Risk Financing, Reinsurance, Middle Market, Litigation Management, Commercial Insurance, Risk Assessment
Education
Lafayette College 1972 — 1976
Bachelor of Arts (BA), International Relations and Affairs
Brunswick School 1968 — 1972
Bank of America September 1996 - Present
Wells Fargo Bank, N.A. August 1990 - September 1996
Merrill Lynch & Co. June 1988 - July 1990
Skills
Insurance Risk..., Databases, Claims Resolution, Risk Management, Operational Risk..., Directors & Officers..., Property & Casualty..., Loss Prevention, Professional Liability, Premises Liability..., Enterprise Risk..., General Insurance, Umbrella Insurance, Risk Finance, OCIP, Marine Insurance, Aviation Insurance, Risk Analysis, Financial Risk, Underwriting, Risk Financing, Reinsurance, Middle Market, Litigation Management, Commercial Insurance, Risk Assessment
Education
Lafayette College 1972 — 1976
Bachelor of Arts (BA), International Relations and Affairs
Brunswick School 1968 — 1972
Erik N. van Nispen's Merrill Lynch & Co. Experience 1986 - 1995
Job Managing Director
Industry Investment Banking
Experience
BMO Capital Markets Corp. 2005 - 2014
Milestone Advisors LLC 2004 - 2005
ABN AMRO Inc. 2000 - 2003
Sandler O'Neill & Partners, L.P. 1998 - 2000
Ryan Beck & Co. 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Continental Illinois National Bank and Trust Company 1979 - 1986
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance and Banking
Georgetown University
Bachelor of Arts (B.A.), Economics
BMO Capital Markets Corp. 2005 - 2014
Milestone Advisors LLC 2004 - 2005
ABN AMRO Inc. 2000 - 2003
Sandler O'Neill & Partners, L.P. 1998 - 2000
Ryan Beck & Co. 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Continental Illinois National Bank and Trust Company 1979 - 1986
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance and Banking
Georgetown University
Bachelor of Arts (B.A.), Economics
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank