Merrill Lynch & Co., Inc.
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., Inc. Employees
Employee
Years
Job
Industry
Omar G. Castillo Omar G. Castillo's Merrill Lynch & Co., Inc. Experience May 2006 - September 2008
Job Executive Assistant at EY
Industry Financial Services
Experience
EY April 2012 - Present
Bank of America Merrill Lynch, Inc. September 2008 - April 2012
Merrill Lynch & Co., Inc. May 2006 - September 2008
Pegasus Solutions, Inc. January 2002 - October 2005
Skills
Policy, Microsoft Office, Lotus Notes
Education
Montclair State University
North Bergen High School
EY April 2012 - Present
Bank of America Merrill Lynch, Inc. September 2008 - April 2012
Merrill Lynch & Co., Inc. May 2006 - September 2008
Pegasus Solutions, Inc. January 2002 - October 2005
Skills
Policy, Microsoft Office, Lotus Notes
Education
Montclair State University
North Bergen High School
Erin Blum Erin Blum's Merrill Lynch & Co., Inc. Experience January 1992 - January 1993
Job Global Operations Optum
Industry Hospital & Health Care
Experience
Optum April 2014 - Present
UnitedHealthcare May 2006 - March 2014
Piper Jaffray – January 2005 - January 2006
Robert W. Baird & Co January 2004 - January 2005
Charles Schwab & Co., Inc January 1997 - January 2004
International Assets Advisory Corporation January 1993 - January 1997
Merrill Lynch & Co., Inc January 1992 - January 1993
Skills
Management, Change Management, Project Management, Key Account Management, Operations Management, Leadership, Team Leadership, Leadership Development, Cross-functional Team..., Strategic Leadership, Matrix Management, Capacity Planning, Workforce Planning, Workforce Management, Workforce Development, Financial Analysis, Strategic Financial..., Healthcare, Healthcare Management, healthcare operations, Medicare/Medicaid..., Health Insurance, Stock Market, Stockbroking, Performance Management, Performance Improvement, Key Performance..., Performance Appraisal, Operating Budgets, Small Business, Business Planning, Sales, Global Sourcing, Outsourcing
Education
University of Florida 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Optum April 2014 - Present
UnitedHealthcare May 2006 - March 2014
Piper Jaffray – January 2005 - January 2006
Robert W. Baird & Co January 2004 - January 2005
Charles Schwab & Co., Inc January 1997 - January 2004
International Assets Advisory Corporation January 1993 - January 1997
Merrill Lynch & Co., Inc January 1992 - January 1993
Skills
Management, Change Management, Project Management, Key Account Management, Operations Management, Leadership, Team Leadership, Leadership Development, Cross-functional Team..., Strategic Leadership, Matrix Management, Capacity Planning, Workforce Planning, Workforce Management, Workforce Development, Financial Analysis, Strategic Financial..., Healthcare, Healthcare Management, healthcare operations, Medicare/Medicaid..., Health Insurance, Stock Market, Stockbroking, Performance Management, Performance Improvement, Key Performance..., Performance Appraisal, Operating Budgets, Small Business, Business Planning, Sales, Global Sourcing, Outsourcing
Education
University of Florida 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Barbara Steinhauser Barbara Steinhauser's Merrill Lynch & Co., Inc. Experience January 1977 - September 1979
Job Real Estate Broker with the Julie Harron Group, Baird & Warner
Industry Real Estate
Experience
Baird & Warner Julie Harron Realty Group May 2015 - Present
Rush University Medical Center, Woman's Board January 1982 - Present
Jennifer Ames Chicago, Coldwell Banker October 2012 - May 2015
Pearson Realty Group February 2012 - October 2012
Etcetera (Casuals Etcetera, Inc) February 2011 - February 2012
Everlands/Lifestyle Development Corporation April 2008 - March 2009
Everlands April 2008 - December 2008
SABBIA September 2001 - September 2008
Citicorp International October 1979 - May 1983
Merrill Lynch & Co., Inc January 1977 - September 1979
Skills
Marketing, Social Networking, Fundraising, Short Sales, Event Planning, Real Estate, Event Management, Business Development, Contract Negotiation, Investments, Sales, Social Media, Start-ups, Strategic Planning, Strategic Partnerships, Strategy
Education
Cornell University 1973 — 1975
BA, Political Science & American History
Baird & Warner Julie Harron Realty Group May 2015 - Present
Rush University Medical Center, Woman's Board January 1982 - Present
Jennifer Ames Chicago, Coldwell Banker October 2012 - May 2015
Pearson Realty Group February 2012 - October 2012
Etcetera (Casuals Etcetera, Inc) February 2011 - February 2012
Everlands/Lifestyle Development Corporation April 2008 - March 2009
Everlands April 2008 - December 2008
SABBIA September 2001 - September 2008
Citicorp International October 1979 - May 1983
Merrill Lynch & Co., Inc January 1977 - September 1979
Skills
Marketing, Social Networking, Fundraising, Short Sales, Event Planning, Real Estate, Event Management, Business Development, Contract Negotiation, Investments, Sales, Social Media, Start-ups, Strategic Planning, Strategic Partnerships, Strategy
Education
Cornell University 1973 — 1975
BA, Political Science & American History
Eyas Shanaah's Merrill Lynch & Co., Inc. Experience January 2007 - February 2008
Job Director at Authentic Translators
Industry Translation and Localization
Experience
Arabic Translation February 2014 - Present
Hikma Pharmaceuticals July 2008 - August 2011
Merrill Lynch & Co., Inc January 2007 - February 2008
Lord Abbett & Co January 2005 - January 2007
AXA Financial Advisors, Inc May 2004 - December 2004
Skills
Finance, Management, Pharmaceutical Industry, Regulatory Affairs, Business Planning, Market Analysis, Business Strategy
Education
Pace University 2002 — 2005
MBA, Financial Managment and Marketing Management
Yarmouk University 1998 — 2001
School of Business and EconomicsBachelors, BusinessAdministration; Business Administration and Management
Arabic Translation February 2014 - Present
Hikma Pharmaceuticals July 2008 - August 2011
Merrill Lynch & Co., Inc January 2007 - February 2008
Lord Abbett & Co January 2005 - January 2007
AXA Financial Advisors, Inc May 2004 - December 2004
Skills
Finance, Management, Pharmaceutical Industry, Regulatory Affairs, Business Planning, Market Analysis, Business Strategy
Education
Pace University 2002 — 2005
MBA, Financial Managment and Marketing Management
Yarmouk University 1998 — 2001
School of Business and EconomicsBachelors, BusinessAdministration; Business Administration and Management
Carl Gomes Carl Gomes's Merrill Lynch & Co., Inc. Experience 2008 - 2009
Job
Industry Insurance
Experience
Merrill Lynch & Co., Inc. 2008 - 2009
Avaya, Inc. 2007 - 2008
Avaya 2000 - 2007
Teamsters Local 560 Benefit Funds. 1990 - 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Hyperion Enterprise, SIGTARP, Express Options, Variance Analysis, Budgets, General Ledger, Finance, Financial Analysis, Analysis, US GAAP, Sarbanes-Oxley, SAP, Managerial Finance, Essbase, Internal Audit, Account Reconciliation, Corporate Finance, Financial Modeling, Financial Statements, SEC filings, Strategic Financial..., Forecasting, Auditing, Employee Benefits, Management, Payroll, Mergers & Acquisitions, Acquisition Integration, Leadership, PeopleSoft, Hyperion
Education
CHUBB INSTITUTE 2000 — 2000
Diploma, Network Engineering & Data Communication
Rutgers, The State University of New Jersey-Newark 1989 — 1992
BS, Accounting
Merrill Lynch & Co., Inc. 2008 - 2009
Avaya, Inc. 2007 - 2008
Avaya 2000 - 2007
Teamsters Local 560 Benefit Funds. 1990 - 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Hyperion Enterprise, SIGTARP, Express Options, Variance Analysis, Budgets, General Ledger, Finance, Financial Analysis, Analysis, US GAAP, Sarbanes-Oxley, SAP, Managerial Finance, Essbase, Internal Audit, Account Reconciliation, Corporate Finance, Financial Modeling, Financial Statements, SEC filings, Strategic Financial..., Forecasting, Auditing, Employee Benefits, Management, Payroll, Mergers & Acquisitions, Acquisition Integration, Leadership, PeopleSoft, Hyperion
Education
CHUBB INSTITUTE 2000 — 2000
Diploma, Network Engineering & Data Communication
Rutgers, The State University of New Jersey-Newark 1989 — 1992
BS, Accounting
Dave Draghi's Merrill Lynch & Co., Inc. Experience September 1996 - June 2008
Job Project Management Consultant on assignment to JP Morgan at Pride Technologies
Industry Financial Services
Experience
Pride Technologies February 2015 - Present
Enterprise Engineering, Inc. February 2013 - January 2015
UBS Wealth Management April 2011 - December 2012
Saint Peter's University Hospital October 2008 - April 2011
Merrill Lynch & Co., Inc. September 1996 - June 2008
Merrill Lynch February 1993 - September 1996
Merrill Lynch January 1986 - January 1993
Skills
Leadership, Process Improvement, Strategic Planning, Data Center, SDLC, Vendor Management, Disaster Recovery, Risk Management, Quality Assurance, VM, Project Planning, IT Service Management, Analysis, Change Management, Incident Management, Business Process, Outsourcing, IT Strategy, Business Analysis, MS Project, Project Portfolio..., IT Management, Information Security, Project Management, Project Delivery, Information Technology, Program Management, SharePoint, Business Process..., ITIL, Databases, PMP, PMO, Team Leadership, Integration, Software Project..., Enterprise Architecture, Software Documentation, Cross-functional Team..., Service Delivery, Business Intelligence, Governance, Requirements Gathering, Testing, IT Operations, Business Continuity, Servers, Data Warehousing, Infrastructure, B2B
Education
New York University 1972 — 1977
Bishop Ford High School
Pride Technologies February 2015 - Present
Enterprise Engineering, Inc. February 2013 - January 2015
UBS Wealth Management April 2011 - December 2012
Saint Peter's University Hospital October 2008 - April 2011
Merrill Lynch & Co., Inc. September 1996 - June 2008
Merrill Lynch February 1993 - September 1996
Merrill Lynch January 1986 - January 1993
Skills
Leadership, Process Improvement, Strategic Planning, Data Center, SDLC, Vendor Management, Disaster Recovery, Risk Management, Quality Assurance, VM, Project Planning, IT Service Management, Analysis, Change Management, Incident Management, Business Process, Outsourcing, IT Strategy, Business Analysis, MS Project, Project Portfolio..., IT Management, Information Security, Project Management, Project Delivery, Information Technology, Program Management, SharePoint, Business Process..., ITIL, Databases, PMP, PMO, Team Leadership, Integration, Software Project..., Enterprise Architecture, Software Documentation, Cross-functional Team..., Service Delivery, Business Intelligence, Governance, Requirements Gathering, Testing, IT Operations, Business Continuity, Servers, Data Warehousing, Infrastructure, B2B
Education
New York University 1972 — 1977
Bishop Ford High School
Jonah Trout's Merrill Lynch & Co., Inc. Experience October 2007 - March 2008
Job MBA Candidate at Georgetown University's McDonough School of Business
Industry Banking
Experience
PwC June 2015 - Present
Federal Reserve Bank of New York June 2008 - April 2014
Federal Reserve Board April 2013 - September 2013
Merrill Lynch & Co., Inc. October 2007 - March 2008
Deutsche Bank AG October 2006 - May 2007
Skills
Investment Banking, Financial Modeling, Banking Law, Banking, Portfolio Management, Econometrics, Commercial Banking, Non-profit Leadership, Finance, Mergers & Acquisitions, Investments, Financial Reporting, Analysis, Leadership, Policy, Mutual Funds, Budgets, Financial Analysis, Strategy
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration
New York University 2010 — 2011
Advanced Certificate, Investment Banking and Research Analysis
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science in Business Administration, Finance, 3.73 Overall GPA, 3.74 Major GPA (Cum Laude Honors, Dean's List)
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science in Business Administration, Economics, 3.73 Overall GPA, 3.66 Major GPA (Cum Laude Honors, Dean's List)
PwC June 2015 - Present
Federal Reserve Bank of New York June 2008 - April 2014
Federal Reserve Board April 2013 - September 2013
Merrill Lynch & Co., Inc. October 2007 - March 2008
Deutsche Bank AG October 2006 - May 2007
Skills
Investment Banking, Financial Modeling, Banking Law, Banking, Portfolio Management, Econometrics, Commercial Banking, Non-profit Leadership, Finance, Mergers & Acquisitions, Investments, Financial Reporting, Analysis, Leadership, Policy, Mutual Funds, Budgets, Financial Analysis, Strategy
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration
New York University 2010 — 2011
Advanced Certificate, Investment Banking and Research Analysis
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science in Business Administration, Finance, 3.73 Overall GPA, 3.74 Major GPA (Cum Laude Honors, Dean's List)
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science in Business Administration, Economics, 3.73 Overall GPA, 3.66 Major GPA (Cum Laude Honors, Dean's List)
Desean Garnett Desean Garnett's Merrill Lynch & Co., Inc. Experience September 2008 - December 2008
Job Honors Attorney Fellow at US Environmental Protection Agency (EPA)
Industry Law Practice
Experience
Southwestern Energy June 2014 - December 2014
Bonneville Power Administration Office of General Counsel June 2011 - January 2014
Stoel Rives LLP September 2013 - December 2013
United States Attorney's Office for the District of Oregon January 2013 - May 2013
AmericanWest Bank June 2009 - May 2010
Merrill Lynch & Co., Inc September 2008 - December 2008
Financial Partners, Inc March 2008 - August 2008
Skills
Research, Westlaw, Legal Research, Legal Assistance, Editing, Legal Writing, Environmental Awareness, Negotiation, Mediation, Policy Analysis, Due Diligence, Microsoft Excel, Legal Issues, Environmental Law, Criminal Law, Public Speaking, Litigation
Education
Lewis & Clark Law School 2010 — 2014
J.D., Certificate in Environmental and Natural Resources Law
Gonzaga University 2006 — 2010
B.B.A., Economics
Southwestern Energy June 2014 - December 2014
Bonneville Power Administration Office of General Counsel June 2011 - January 2014
Stoel Rives LLP September 2013 - December 2013
United States Attorney's Office for the District of Oregon January 2013 - May 2013
AmericanWest Bank June 2009 - May 2010
Merrill Lynch & Co., Inc September 2008 - December 2008
Financial Partners, Inc March 2008 - August 2008
Skills
Research, Westlaw, Legal Research, Legal Assistance, Editing, Legal Writing, Environmental Awareness, Negotiation, Mediation, Policy Analysis, Due Diligence, Microsoft Excel, Legal Issues, Environmental Law, Criminal Law, Public Speaking, Litigation
Education
Lewis & Clark Law School 2010 — 2014
J.D., Certificate in Environmental and Natural Resources Law
Gonzaga University 2006 — 2010
B.B.A., Economics
Nikki Aquino Gill, CFA Nikki Aquino Gill, CFA's Merrill Lynch & Co., Inc. Experience August 2001 - April 2007
Job Director, Business Development at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management February 2013 - Present
Bank of America Merrill Lynch (Asia Pacific) Limited April 2007 - August 2010
Merrill Lynch & Co., Inc. August 2001 - April 2007
William M. Mercer Investment Consulting, Inc. November 1997 - August 1999
William M. Mercer Investment Consulting, Inc. December 1995 - November 1997
Skills
Hedge Funds, Equities, Mutual Funds, Capital Markets, Bloomberg, Asia Pacific, Consulting, Institutional Sales, Asset Allocation, Emerging Markets, Risk Management, Portfolio Management, Investment Strategies
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
Tulane University
BS, Mathematics and Economics
Highland Capital Management February 2013 - Present
Bank of America Merrill Lynch (Asia Pacific) Limited April 2007 - August 2010
Merrill Lynch & Co., Inc. August 2001 - April 2007
William M. Mercer Investment Consulting, Inc. November 1997 - August 1999
William M. Mercer Investment Consulting, Inc. December 1995 - November 1997
Skills
Hedge Funds, Equities, Mutual Funds, Capital Markets, Bloomberg, Asia Pacific, Consulting, Institutional Sales, Asset Allocation, Emerging Markets, Risk Management, Portfolio Management, Investment Strategies
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
Tulane University
BS, Mathematics and Economics
Jason De Jesus Jason De Jesus's Merrill Lynch & Co., Inc. Experience 2004 - 2008
Job Research Analyst at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
UBS September 2008 - July 2013
Merrill Lynch & Co., Inc 2004 - 2008
Carpediem Capital, Inc 2002 - 2004
Skills
Investments, Portfolio Management, Equities, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, Alternative Investments, Financial Services, Fixed Income, Structured Products
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Masters of Public Administration, Economics
Hamilton College 1998 — 2002
Bachelor of Arts, Government
University of Sussex 2001 — 2001
Hunter
High School Diploma
UBS July 2013 - Present
UBS September 2008 - July 2013
Merrill Lynch & Co., Inc 2004 - 2008
Carpediem Capital, Inc 2002 - 2004
Skills
Investments, Portfolio Management, Equities, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, Alternative Investments, Financial Services, Fixed Income, Structured Products
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Masters of Public Administration, Economics
Hamilton College 1998 — 2002
Bachelor of Arts, Government
University of Sussex 2001 — 2001
Hunter
High School Diploma
Nina Fiore's Merrill Lynch & Co., Inc. Experience 1996 - 1997
Job Digital Strategy & Brand Development
Industry Online Media
Experience
StudioFiore Digital Strategy & Brand Development 2007 - Present
Viacom 2006 - 2007
Harvard Medical School 2002 - 2006
Content 360 1999 - 2002
Viacom 1997 - 2001
Children's Aid Society 1996 - 2000
MERRILL LYNCH & CO., INC. 1996 - 1997
Education
Harvard University 2002 — 2003
EdM, Developmental Psychology/Technology
Harvard University 1990 — 1994
BA, Architecture/English Literature
StudioFiore Digital Strategy & Brand Development 2007 - Present
Viacom 2006 - 2007
Harvard Medical School 2002 - 2006
Content 360 1999 - 2002
Viacom 1997 - 2001
Children's Aid Society 1996 - 2000
MERRILL LYNCH & CO., INC. 1996 - 1997
Education
Harvard University 2002 — 2003
EdM, Developmental Psychology/Technology
Harvard University 1990 — 1994
BA, Architecture/English Literature
Michael Delli Paoli's Merrill Lynch & Co., Inc. Experience May 2007 - August 2007
Job Vice President / Investment Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley March 2013 - December 2013
Bank of America Merrill Lynch September 2010 - March 2013
Bank of America Merrill Lynch September 2008 - September 2010
Merrill Lynch & Co., Inc. May 2007 - August 2007
U.S. Department of the Interior, Fish & Wildlife Service March 2006 - July 2006
Dewberry & Davis LLC June 2004 - March 2006
Dewberry & Davis LLC September 2000 - June 2004
Skills
Asset Managment, Hedge Funds, Infrastructure, Real Estate, Financial Modeling, Bloomberg, Equities, Due Diligence, Valuation, Portfolio Management, Asset Management, Energy Infrastructure, MLPs, Mutual Funds, Alternative Investments, Private Equity, Investment Management
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
North Carolina State University 1998 — 2000
MS, Civil Engineering, Minor in Business Management
Penn State University 1993 — 1997
BS, Civil Engineering
Morgan Stanley December 2013 - Present
Morgan Stanley March 2013 - December 2013
Bank of America Merrill Lynch September 2010 - March 2013
Bank of America Merrill Lynch September 2008 - September 2010
Merrill Lynch & Co., Inc. May 2007 - August 2007
U.S. Department of the Interior, Fish & Wildlife Service March 2006 - July 2006
Dewberry & Davis LLC June 2004 - March 2006
Dewberry & Davis LLC September 2000 - June 2004
Skills
Asset Managment, Hedge Funds, Infrastructure, Real Estate, Financial Modeling, Bloomberg, Equities, Due Diligence, Valuation, Portfolio Management, Asset Management, Energy Infrastructure, MLPs, Mutual Funds, Alternative Investments, Private Equity, Investment Management
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
North Carolina State University 1998 — 2000
MS, Civil Engineering, Minor in Business Management
Penn State University 1993 — 1997
BS, Civil Engineering
Marie Chinnici-Everitt's Merrill Lynch & Co., Inc. Experience April 2006 - March 2009
Job Managing Director & Chief Marketing Officer at The Depository Trust & Clearing Corporation (DTCC)
Industry Marketing and Advertising
Experience
The Depository Trust & Clearing Corporation (DTCC) April 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Bank of America Merrill Lynch March 2009 - April 2011
Merrill Lynch & Co., Inc. April 2006 - March 2009
Merrill Lynch July 2001 - April 2006
Merrill Lynch August 2000 - July 2001
Merrill Lynch December 1996 - August 2000
Education
Saint John's University 1991 — 1992
MBA, Executive Management
Fairfield University 1983 — 1987
BS, Marketing, Spanish
University of Pennsylvania - The Wharton School
The Depository Trust & Clearing Corporation (DTCC) April 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Bank of America Merrill Lynch March 2009 - April 2011
Merrill Lynch & Co., Inc. April 2006 - March 2009
Merrill Lynch July 2001 - April 2006
Merrill Lynch August 2000 - July 2001
Merrill Lynch December 1996 - August 2000
Education
Saint John's University 1991 — 1992
MBA, Executive Management
Fairfield University 1983 — 1987
BS, Marketing, Spanish
University of Pennsylvania - The Wharton School
Abe Early Abe Early's Merrill Lynch & Co., Inc. Experience June 1999 - April 2005
Job Director, Business Development at MBL Advisors Inc., A McColl Bros. Lockwood Company
Industry Financial Services
Experience
MBL Advisors Inc., A McColl Bros. Lockwood Company February 2014 - Present
Ignite Sports Marketing December 2011 - February 2014
Charlotte Eagles February 2013 - September 2013
Dixon Hughes Goodman Wealth Advisors, LLC April 2005 - November 2011
Merrill Lynch & Co., Inc June 1999 - April 2005
J.C. Bradford & Co. February 1998 - June 1999
Amangani Resort June 1996 - February 1998
Skills
Sales Management, Marketing Strategy, Investment Advisory, Comprehensive Wealth..., Fundraising, Strategic Leadership, Direct Sales, Consulting, Management, Wealth Management..., Sales, Sports, Retirement Planning, Strategic Financial..., Sports Marketing, Cold Calling, Leadership, Finance, Financial Advisory, Small Business, Insurance, Investment Management, Marketing, Wealth Management
Education
College for Financial Planning 2003 — 2004
Certified Financial Planner, Financial Planning and Services
Wake Forest University 1992 — 1996
Bachelor of Arts, Sociology
MBL Advisors Inc., A McColl Bros. Lockwood Company February 2014 - Present
Ignite Sports Marketing December 2011 - February 2014
Charlotte Eagles February 2013 - September 2013
Dixon Hughes Goodman Wealth Advisors, LLC April 2005 - November 2011
Merrill Lynch & Co., Inc June 1999 - April 2005
J.C. Bradford & Co. February 1998 - June 1999
Amangani Resort June 1996 - February 1998
Skills
Sales Management, Marketing Strategy, Investment Advisory, Comprehensive Wealth..., Fundraising, Strategic Leadership, Direct Sales, Consulting, Management, Wealth Management..., Sales, Sports, Retirement Planning, Strategic Financial..., Sports Marketing, Cold Calling, Leadership, Finance, Financial Advisory, Small Business, Insurance, Investment Management, Marketing, Wealth Management
Education
College for Financial Planning 2003 — 2004
Certified Financial Planner, Financial Planning and Services
Wake Forest University 1992 — 1996
Bachelor of Arts, Sociology
Denis W. Schreiber Denis W. Schreiber's Merrill Lynch & Co., Inc. Experience 1983 - 1990
Job Independent Financial Services Professional
Industry Financial Services
Experience
CITIGROUP INC. 1994 - December 2011
Citigroup Corporate Treasury 2009 - 2010
Citigroup Institutional Client Group ("ICG") Treasury 1994 - 2009
JAMES CAPEL INCORPORATED 1992 - 1994
CRESVALE INTERNATIONAL INC. 1990 - 1992
MERRILL LYNCH & CO., INC. 1983 - 1990
BANKERS TRUST COMPANY 1981 - 1983
FIRST PENNSYLVANIA BANK 1979 - 1981
Skills
Cash Management, Banking, Securities, Credit Negotiating, Client Relationship..., New Business Development, Fixed Income, Investment Banking, Financial Services, Relationship Management, Credit, Finance, Equities, Payments, Loans, Investments, Analysis, Funding, Treasury, Capital Markets, Hedging, Treasury Management
Education
Thunderbird School of Global Management 1978 — 1979
Master of Business Administration - International Management, Finance
Colgate University 1972 — 1976
Bachelor of Arts, International Relations/Political Science
CITIGROUP INC. 1994 - December 2011
Citigroup Corporate Treasury 2009 - 2010
Citigroup Institutional Client Group ("ICG") Treasury 1994 - 2009
JAMES CAPEL INCORPORATED 1992 - 1994
CRESVALE INTERNATIONAL INC. 1990 - 1992
MERRILL LYNCH & CO., INC. 1983 - 1990
BANKERS TRUST COMPANY 1981 - 1983
FIRST PENNSYLVANIA BANK 1979 - 1981
Skills
Cash Management, Banking, Securities, Credit Negotiating, Client Relationship..., New Business Development, Fixed Income, Investment Banking, Financial Services, Relationship Management, Credit, Finance, Equities, Payments, Loans, Investments, Analysis, Funding, Treasury, Capital Markets, Hedging, Treasury Management
Education
Thunderbird School of Global Management 1978 — 1979
Master of Business Administration - International Management, Finance
Colgate University 1972 — 1976
Bachelor of Arts, International Relations/Political Science
Peter S. Ng Peter S. Ng's Merrill Lynch & Co., Inc. Experience May 1990 - May 1997
Job Bank Examiner at New York State Department of Financial Services
Industry Financial Services
Experience
New York State Department of Financial Services August 2014 - Present
BNY MELLON December 2007 - February 2012
BNY MELLON August 2002 - December 2007
DUDLEY & CO., LLC May 1997 - August 2002
MERRILL LYNCH & CO., INC. May 1990 - May 1997
MERRILL LYNCH & CO., INC. October 1988 - May 1990
MERRILL LYNCH & CO., INC. November 1987 - October 1988
EMIGRANT SAVINGS BANK September 1984 - November 1987
Skills
Securities, Equities, Banking, Fixed Income, Wealth Management, Financial Services, Investments
Education
The Polytechnic Institute of New York University 1983 — 1987
Bachelor of Science, Mathematics, Management
Francis Lewis High School 1980 — 1983
Regents Diploma, General Studies
New York State Department of Financial Services August 2014 - Present
BNY MELLON December 2007 - February 2012
BNY MELLON August 2002 - December 2007
DUDLEY & CO., LLC May 1997 - August 2002
MERRILL LYNCH & CO., INC. May 1990 - May 1997
MERRILL LYNCH & CO., INC. October 1988 - May 1990
MERRILL LYNCH & CO., INC. November 1987 - October 1988
EMIGRANT SAVINGS BANK September 1984 - November 1987
Skills
Securities, Equities, Banking, Fixed Income, Wealth Management, Financial Services, Investments
Education
The Polytechnic Institute of New York University 1983 — 1987
Bachelor of Science, Mathematics, Management
Francis Lewis High School 1980 — 1983
Regents Diploma, General Studies
Angelique Zuccolo Angelique Zuccolo's Merrill Lynch & Co., Inc. Experience November 2007 - November 2009
Job Manager at Chelsey Imports
Industry Apparel & Fashion
Experience
Chelsey Imports January 2011 - Present
Merrill Lynch & Co., Inc November 2007 - November 2009
Chelsey Imports June 2006 - November 2007
Mortgage World Bankers/ Re/Max Today September 2003 - April 2006
Chelsey Imports July 2001 - January 2003
Randa Corporation May 2000 - July 2001
Skills
Marketing, Microsoft Excel, Access, PowerPoint, Microsoft Word, Sales, Team Building, Tax, Inventory Management, Banking, Financial Analysis, Accounting, Database Administration
Education
State University of New York College at Oneonta 1998 — 2000
Bachelor of Science, Fashion Merchandising and Design
Broome Community College 1996 — 1998
Associate of Arts, Liberal Arts
Broome Communtiy College 1996 — 1998
Associate of Science, Theatre
Chelsey Imports January 2011 - Present
Merrill Lynch & Co., Inc November 2007 - November 2009
Chelsey Imports June 2006 - November 2007
Mortgage World Bankers/ Re/Max Today September 2003 - April 2006
Chelsey Imports July 2001 - January 2003
Randa Corporation May 2000 - July 2001
Skills
Marketing, Microsoft Excel, Access, PowerPoint, Microsoft Word, Sales, Team Building, Tax, Inventory Management, Banking, Financial Analysis, Accounting, Database Administration
Education
State University of New York College at Oneonta 1998 — 2000
Bachelor of Science, Fashion Merchandising and Design
Broome Community College 1996 — 1998
Associate of Arts, Liberal Arts
Broome Communtiy College 1996 — 1998
Associate of Science, Theatre
Steve Contino Steve Contino's Merrill Lynch & Co., Inc. Experience July 1990 - July 1997
Job Principal/CoFounder Unity FI Solutions
Industry Financial Services
Experience
Educational Payment Solutions January 2010 - Present
Unity FI Solutions 1999 - Present
BANK OF AMERICA SECURITIES October 2000 - January 2001
BANK OF AMERICA SECURITIES August 1997 - September 2000
MERRILL LYNCH & CO., INC July 1990 - July 1997
WITHUM SMITH & BROWN January 1987 - June 1990
Skills
Investments, Finance, Training, Real Estate, Start-ups, Cash Management, Loans, Private Equity, Analysis, Banking, Fixed Income, Mergers, Business Strategy, Financial Services, Portfolio Management, Financial Analysis, Customer Service, Relationship Management, Financial Structuring, Executive Management, Strategic Financial...
Education
Montclair State University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, Accounting
Monroe Twp HS 1977 — 1981
Educational Payment Solutions January 2010 - Present
Unity FI Solutions 1999 - Present
BANK OF AMERICA SECURITIES October 2000 - January 2001
BANK OF AMERICA SECURITIES August 1997 - September 2000
MERRILL LYNCH & CO., INC July 1990 - July 1997
WITHUM SMITH & BROWN January 1987 - June 1990
Skills
Investments, Finance, Training, Real Estate, Start-ups, Cash Management, Loans, Private Equity, Analysis, Banking, Fixed Income, Mergers, Business Strategy, Financial Services, Portfolio Management, Financial Analysis, Customer Service, Relationship Management, Financial Structuring, Executive Management, Strategic Financial...
Education
Montclair State University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, Accounting
Monroe Twp HS 1977 — 1981
Dennis DeGreef Dennis DeGreef's Merrill Lynch & Co., Inc. Experience 2003 - 2006
Job HSBC North America Holdings
Industry Financial Services
Experience
HSBC July 2012 - Present
Morgan Stanley June 2010 - July 2012
The Bank of New York Mellon May 2009 - May 2010
Merrill Lynch May 2007 - May 2009
Merrill Lynch January 2006 - May 2007
Merrill Lynch & Co., Inc. 2003 - 2006
Omni Financial Research 2001 - 2003
Skills
Operational Risk, Enterprise Risk..., Risk Management, Auditing, Fixed Income, Internal Controls, Analysis, Internal Audit, Investment Banking, Business Analysis, Banking, Financial Risk, Operational Risk..., Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
B.B.A., Finance
HSBC July 2012 - Present
Morgan Stanley June 2010 - July 2012
The Bank of New York Mellon May 2009 - May 2010
Merrill Lynch May 2007 - May 2009
Merrill Lynch January 2006 - May 2007
Merrill Lynch & Co., Inc. 2003 - 2006
Omni Financial Research 2001 - 2003
Skills
Operational Risk, Enterprise Risk..., Risk Management, Auditing, Fixed Income, Internal Controls, Analysis, Internal Audit, Investment Banking, Business Analysis, Banking, Financial Risk, Operational Risk..., Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
B.B.A., Finance
Victor Rutenberg Victor Rutenberg's Merrill Lynch & Co., Inc. Experience June 1997 - September 1998
Job
Industry Banking
Experience
Citibank April 2012 - Present
Sumitomo Mitsui Banking Corporation June 2011 - April 2012
WestLB October 2006 - June 2011
LLOYDS TSB BANK July 2002 - October 2006
Commerzbank AG June 2000 - July 2002
MERRILL LYNCH & CO., INC June 1997 - September 1998
Ernst & Young January 1995 - June 1997
Skills
Corporate Finance, Private Equity, Capital Markets, Credit, Finance, Banking, Loans, Accounting, Management, Financial Modeling, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1990 — 1994
Bachelor, Business Administration; Public Accounting
Citibank April 2012 - Present
Sumitomo Mitsui Banking Corporation June 2011 - April 2012
WestLB October 2006 - June 2011
LLOYDS TSB BANK July 2002 - October 2006
Commerzbank AG June 2000 - July 2002
MERRILL LYNCH & CO., INC June 1997 - September 1998
Ernst & Young January 1995 - June 1997
Skills
Corporate Finance, Private Equity, Capital Markets, Credit, Finance, Banking, Loans, Accounting, Management, Financial Modeling, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1990 — 1994
Bachelor, Business Administration; Public Accounting
Mark Garofalo Mark Garofalo's Merrill Lynch & Co., Inc. Experience 1998 - 2001
Job Vice President, Strategic Alliances at Institutional Shareholder Services
Industry Information Services
Experience
ISS An MSCI Brand September 2010 - Present
The Altman Group February 2009 - October 2010
PrecisionIR Group March 2006 - February 2009
Interactive Financial Marketing Group February 2004 - May 2006
Merrill Lynch & Co., Inc. 1998 - 2001
Skills
Investor Relations, Investments, Corporate Governance, Securities, Mergers, Business Development, Mergers & Acquisitions, Venture Capital, Risk Management, Executive Management, Capital Markets, IPO, Finance, Strategic Partnerships, Business Strategy, Competitive Analysis, Financial Services, Hedge Funds, Strategy, Selling, Management, Integrated Marketing, Valuation, Financial Markets, Proxy Voting, Analysis, Mutual Funds, Program Management, Financial Analysis, Equities, Private Equity, Governance
Education
University of California, Irvine 2008 — 2010
Investor Relations Accreditation
The Heights School 1900 — 1900
College Prepatory
Randolph-Macon College
Bachelor of Arts, Bachelor of Arts
ISS An MSCI Brand September 2010 - Present
The Altman Group February 2009 - October 2010
PrecisionIR Group March 2006 - February 2009
Interactive Financial Marketing Group February 2004 - May 2006
Merrill Lynch & Co., Inc. 1998 - 2001
Skills
Investor Relations, Investments, Corporate Governance, Securities, Mergers, Business Development, Mergers & Acquisitions, Venture Capital, Risk Management, Executive Management, Capital Markets, IPO, Finance, Strategic Partnerships, Business Strategy, Competitive Analysis, Financial Services, Hedge Funds, Strategy, Selling, Management, Integrated Marketing, Valuation, Financial Markets, Proxy Voting, Analysis, Mutual Funds, Program Management, Financial Analysis, Equities, Private Equity, Governance
Education
University of California, Irvine 2008 — 2010
Investor Relations Accreditation
The Heights School 1900 — 1900
College Prepatory
Randolph-Macon College
Bachelor of Arts, Bachelor of Arts
John Vande Woude John Vande Woude's Merrill Lynch & Co., Inc. Experience May 1982 - June 1986
Job Chief Information Officer / Chief Technology Officer / Head of Technology / Senior Consultant
Industry Financial Services
Experience
Advanced Financial Applications, Inc. February 2006 - November 2009
MarketAxess, Inc. March 2001 - July 2004
Trading Edge, Inc. July 1999 - March 2001
NorthStar Technologies, Inc. July 1997 - July 1999
Bankers Trust Company June 1990 - July 1997
First Boston Corporation June 1986 - July 1990
Merrill Lynch & Co., Inc. May 1982 - June 1986
Skills
Management, Project Management, Start-ups, Product Management, Integration, Trading Systems, Fixed Income, IT Strategy, Team Building, Leadership, Strategy, Data Center, Equities, Business Development, Product Development, Software Development, Strategic Planning, Business Process, Electronic Trading, Portfolio Management, Mergers & Acquisitions, Human Resources, Analysis, Entrepreneurship, Financial Services, Business Intelligence, Quality Assurance, Vendor Management, Capital Markets, Trading, CRM, Financial Markets, Hedge Funds, Sybase, Software Project..., Business Analysis, Options, SDLC, Risk Management, Market Data, Enterprise Architecture, Networking, Project Portfolio..., Databases, Executive Management, IT Management, Derivatives, Consulting, PMO
Education
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science, Business Economics
Cold Spring Harbor High School
Grumman Data Systems Institute
Certificate in Computer Programming, Computer Programming
Advanced Financial Applications, Inc. February 2006 - November 2009
MarketAxess, Inc. March 2001 - July 2004
Trading Edge, Inc. July 1999 - March 2001
NorthStar Technologies, Inc. July 1997 - July 1999
Bankers Trust Company June 1990 - July 1997
First Boston Corporation June 1986 - July 1990
Merrill Lynch & Co., Inc. May 1982 - June 1986
Skills
Management, Project Management, Start-ups, Product Management, Integration, Trading Systems, Fixed Income, IT Strategy, Team Building, Leadership, Strategy, Data Center, Equities, Business Development, Product Development, Software Development, Strategic Planning, Business Process, Electronic Trading, Portfolio Management, Mergers & Acquisitions, Human Resources, Analysis, Entrepreneurship, Financial Services, Business Intelligence, Quality Assurance, Vendor Management, Capital Markets, Trading, CRM, Financial Markets, Hedge Funds, Sybase, Software Project..., Business Analysis, Options, SDLC, Risk Management, Market Data, Enterprise Architecture, Networking, Project Portfolio..., Databases, Executive Management, IT Management, Derivatives, Consulting, PMO
Education
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science, Business Economics
Cold Spring Harbor High School
Grumman Data Systems Institute
Certificate in Computer Programming, Computer Programming
Chase Ashley Chase Ashley's Merrill Lynch & Co., Inc. Experience 2004 - 2008
Job Associate General Counsel at McGrawHill Education
Industry Legal Services
Experience
McGraw-Hill Education April 2013 - Present
The Receivables Exchange December 2012 - April 2013
The Alpha Cooperative LLC January 2012 - April 2013
GE Capital - Working Capital Solutions 2010 - 2011
Pierpont Securities LLC 2009 - 2010
Merrill Lynch & Co., Inc. 2004 - 2008
Pillsbury Winthrop LLP 2000 - 2004
The Sakura Bank, Ltd. 1996 - 2000
Bankers Trust 1995 - 1996
Bramblebush Software 1993 - 1995
Skills
Corporate Governance, Securities, Capital Markets, Derivatives, Corporate Law, Compliance, Securities Law, Dodd-Frank, Credit Facilities, Investments, Banking, Investment Management, Investment Advisory, Alternative Investments, Hedge Funds, Commercial Lending, Asset Based Lending, Repos, Structured Finance, Financial Structuring, Investment Banking, Uniform Commercial Code, Factoring, Private Placements, Intellectual Property, Securities Regulation
Education
University of California, Berkeley - School of Law 1979 — 1982
JD, Law
Dartmouth College 1975 — 1979
BA, Mathematics and Social Sciences
Darien High School 1971 — 1975
McGraw-Hill Education April 2013 - Present
The Receivables Exchange December 2012 - April 2013
The Alpha Cooperative LLC January 2012 - April 2013
GE Capital - Working Capital Solutions 2010 - 2011
Pierpont Securities LLC 2009 - 2010
Merrill Lynch & Co., Inc. 2004 - 2008
Pillsbury Winthrop LLP 2000 - 2004
The Sakura Bank, Ltd. 1996 - 2000
Bankers Trust 1995 - 1996
Bramblebush Software 1993 - 1995
Skills
Corporate Governance, Securities, Capital Markets, Derivatives, Corporate Law, Compliance, Securities Law, Dodd-Frank, Credit Facilities, Investments, Banking, Investment Management, Investment Advisory, Alternative Investments, Hedge Funds, Commercial Lending, Asset Based Lending, Repos, Structured Finance, Financial Structuring, Investment Banking, Uniform Commercial Code, Factoring, Private Placements, Intellectual Property, Securities Regulation
Education
University of California, Berkeley - School of Law 1979 — 1982
JD, Law
Dartmouth College 1975 — 1979
BA, Mathematics and Social Sciences
Darien High School 1971 — 1975
Malte Funk-Sheppard, CIA Malte Funk-Sheppard, CIA's Merrill Lynch & Co., Inc. Experience March 1999 - September 1999
Job Director of Internal Control & Transformation Management at Technip
Industry Civil Engineering
Experience
Technip USA. Inc. September 2013 - Present
Technip Corporate Services April 2012 - August 2013
Technip USA, inc. July 2009 - March 2012
Sanders Consulting, LLC June 2009 - July 2009
Calvetti, Ferguson & Wagner, P.C. June 2005 - June 2009
PwC 2000 - 2005
Merrill Lynch & Co., Inc. March 1999 - September 1999
Skills
SOX, Internal Audit, Internal Controls, Compliance, Oil, Management Consulting, Business Process, Accounting, Management, Sarbanes-Oxley Act, Leadership, SAP
Education
Freie Universität Berlin 1991 — 1999
Diplom / MBA, Finance & Accounting
JFK 1976 — 1990
Technip USA. Inc. September 2013 - Present
Technip Corporate Services April 2012 - August 2013
Technip USA, inc. July 2009 - March 2012
Sanders Consulting, LLC June 2009 - July 2009
Calvetti, Ferguson & Wagner, P.C. June 2005 - June 2009
PwC 2000 - 2005
Merrill Lynch & Co., Inc. March 1999 - September 1999
Skills
SOX, Internal Audit, Internal Controls, Compliance, Oil, Management Consulting, Business Process, Accounting, Management, Sarbanes-Oxley Act, Leadership, SAP
Education
Freie Universität Berlin 1991 — 1999
Diplom / MBA, Finance & Accounting
JFK 1976 — 1990
Cheryl Braus Cheryl Braus's Merrill Lynch & Co., Inc. Experience June 2006 - August 2006
Job Intelligence Research Specialist at Counterterrorism Bureau, NYPD
Industry Research
Experience
Counterterrorism Bureau, NYPD July 2015 - Present
1010data January 2015 - June 2015
1010data June 2012 - January 2015
Berdon LLP July 2007 - May 2012
Merrill Lynch & Co., Inc June 2006 - August 2006
Skills
Analysis, Access, Qualitative Research, Statistics, Analytics, Data Mining, Project Management, R, Business Analysis, SQL, VBA, Quantitative Analytics, Strategy, Databases, Big Data, HTML, Auditing, Business Intelligence, Competitive Analysis, Customer Insight, Leadership, Data Analysis, Forecasting, JavaScript, Microsoft Excel, Research
Education
Cornell University 2003 — 2007
School of Arts, and Sciences; Government
Counterterrorism Bureau, NYPD July 2015 - Present
1010data January 2015 - June 2015
1010data June 2012 - January 2015
Berdon LLP July 2007 - May 2012
Merrill Lynch & Co., Inc June 2006 - August 2006
Skills
Analysis, Access, Qualitative Research, Statistics, Analytics, Data Mining, Project Management, R, Business Analysis, SQL, VBA, Quantitative Analytics, Strategy, Databases, Big Data, HTML, Auditing, Business Intelligence, Competitive Analysis, Customer Insight, Leadership, Data Analysis, Forecasting, JavaScript, Microsoft Excel, Research
Education
Cornell University 2003 — 2007
School of Arts, and Sciences; Government
Amy Bladen Shatto, Ph.D. Amy Bladen Shatto, Ph.D.'s Merrill Lynch & Co., Inc. Experience March 1999 - March 2001
Job Head of Leadership Development
Industry Human Resources
Experience
Avanade April 2015 - Present
Leadership Variations January 2010 - April 2015
Ketchum Public Relations January 2012 - June 2014
MetLife December 2008 - December 2012
Towers Perrin August 2007 - May 2008
Avaya, Inc. November 2005 - August 2007
Merck & Co., inc March 2001 - June 2005
Merrill Lynch & Co., Inc. March 1999 - March 2001
Linkage, Inc. April 1997 - March 1999
Skills
Competency Framework..., Assessment, Training, Leadership Development, Talent Management, Executive Coaching, Performance Management, Organizational..., Succession Planning, Team Building, 360 Feedback, Employee Engagement, Consulting, Workshop Facilitation, Strategic Planning, Cross-functional Team..., Assesment, Business Development, Benchmarking, Employee Training, competency modeling, Career Development, Executive Development, Training & Development, Training Delivery, Large Group Facilitation, Return on Investment...
Education
University of Missouri-Saint Louis 1991 — 1998
Ph.D, Industrial/Organizational Psychology
Washington University in St. Louis 1987 — 1991
BA, Psychology
Avanade April 2015 - Present
Leadership Variations January 2010 - April 2015
Ketchum Public Relations January 2012 - June 2014
MetLife December 2008 - December 2012
Towers Perrin August 2007 - May 2008
Avaya, Inc. November 2005 - August 2007
Merck & Co., inc March 2001 - June 2005
Merrill Lynch & Co., Inc. March 1999 - March 2001
Linkage, Inc. April 1997 - March 1999
Skills
Competency Framework..., Assessment, Training, Leadership Development, Talent Management, Executive Coaching, Performance Management, Organizational..., Succession Planning, Team Building, 360 Feedback, Employee Engagement, Consulting, Workshop Facilitation, Strategic Planning, Cross-functional Team..., Assesment, Business Development, Benchmarking, Employee Training, competency modeling, Career Development, Executive Development, Training & Development, Training Delivery, Large Group Facilitation, Return on Investment...
Education
University of Missouri-Saint Louis 1991 — 1998
Ph.D, Industrial/Organizational Psychology
Washington University in St. Louis 1987 — 1991
BA, Psychology
David Kraemer's Merrill Lynch & Co., Inc. Experience November 1994 - September 2005
Job Strategic Business Development and Consultative Sales / Investment Advisory and Fiduciary / UltraEndurance Athlete
Industry Investment Management
Experience
TIAA-CREF September 2012 - Present
Kraemer Consulting 2012 - 2012
Optima Endurance Systems 2012 - 2012
Wilshire Associates September 2005 - July 2011
Merrill Lynch & Co., Inc. November 1994 - September 2005
Skills
Entrepreneurship, Leadership, Alternative Investments, Executive Management, Business Development, Investment Advisory, New Business Development, Institutional..., Asset Allocation, Series 7, Public Speaking, Hedge Funds, Uniform Combined State..., Strategic Partnerships, Pension Funds, Series 66, Consultative Selling, Group Presentations, Capital Raising, Sales Management, Entrepreneurial Skills, Investments, Endurance, Corporations, Management, Financial Services, Asset Management, Wealth Management, Capital Markets
Education
Indiana University of Pennsylvania 1989 — 1994
B.A., English / Pre-Law and Economics
Mt. Lebanon High School 1985 — 1989
TIAA-CREF September 2012 - Present
Kraemer Consulting 2012 - 2012
Optima Endurance Systems 2012 - 2012
Wilshire Associates September 2005 - July 2011
Merrill Lynch & Co., Inc. November 1994 - September 2005
Skills
Entrepreneurship, Leadership, Alternative Investments, Executive Management, Business Development, Investment Advisory, New Business Development, Institutional..., Asset Allocation, Series 7, Public Speaking, Hedge Funds, Uniform Combined State..., Strategic Partnerships, Pension Funds, Series 66, Consultative Selling, Group Presentations, Capital Raising, Sales Management, Entrepreneurial Skills, Investments, Endurance, Corporations, Management, Financial Services, Asset Management, Wealth Management, Capital Markets
Education
Indiana University of Pennsylvania 1989 — 1994
B.A., English / Pre-Law and Economics
Mt. Lebanon High School 1985 — 1989
Michelle (Gaines) Coyne Michelle (Gaines) Coyne's Merrill Lynch & Co., Inc. Experience November 1999 - February 2002
Job Assistant Vice President Finance at KDC Solar
Industry Renewables & Environment
Experience
KDC Solar January 2012 - Present
Teva Pharmaceuticals USA, (Formerly Barr Pharmaceuticals, Inc.) March 2005 - September 2011
Marvel Enterprises May 2004 - March 2005
Realogy (Formerly Cendant Corporation) February 2002 - May 2004
Merrill Lynch & Co., Inc November 1999 - February 2002
Skills
Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Cross-functional Team..., Budgeting, New Business Development, Forecasting, Data Analysis, Excel, Financial Planning, PowerPoint, Access, Word, Sage 50, Peachtree
Education
Seton Hall University 2007 — 2011
MBA, Finance, Marketing
Villanova University 1995 — 1999
Bachelor of Science in Business Administration, Finance
Oak Knoll School
KDC Solar January 2012 - Present
Teva Pharmaceuticals USA, (Formerly Barr Pharmaceuticals, Inc.) March 2005 - September 2011
Marvel Enterprises May 2004 - March 2005
Realogy (Formerly Cendant Corporation) February 2002 - May 2004
Merrill Lynch & Co., Inc November 1999 - February 2002
Skills
Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Cross-functional Team..., Budgeting, New Business Development, Forecasting, Data Analysis, Excel, Financial Planning, PowerPoint, Access, Word, Sage 50, Peachtree
Education
Seton Hall University 2007 — 2011
MBA, Finance, Marketing
Villanova University 1995 — 1999
Bachelor of Science in Business Administration, Finance
Oak Knoll School
Mitchell Spector Mitchell Spector's Merrill Lynch & Co., Inc. Experience 1990 - 1992
Job
Industry Investment Banking
Experience
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Giovanni Urena-Merkel Giovanni Urena-Merkel's Merrill Lynch & Co., Inc. Experience November 2008 - June 2009
Job at Blackstone/GSO Capital
Industry Legal Services
Experience
The Blackstone Group L.P. / GSO Capital Partners LP July 2010 - Present
Jane Street Holding June 2009 - June 2010
MERRILL LYNCH & CO., INC November 2008 - June 2009
CHALKSTREAM CAPITAL GROUP September 2008 - January 2009
DIAMOND LAKE INVESTMENT GROUP LP November 2007 - August 2008
Carlyle-Blue Wave Partners Management, L.P. January 2007 - August 2007
AMARANTH GROUP INC June 2003 - December 2006
Lazard Asset Management September 2001 - March 2003
American Data Services, Inc. August 2000 - September 2001
UBS PaineWebber October 1999 - August 2000
Skills
Due Diligence, Hedge Funds, Securities, Derivatives, AML, Contract Negotiation, Start-ups, Anti Money Laundering, Software Documentation
Education
Loyola University Chicago 2015 — 2017
Master’s Degree, Master of Jurisprudence in Business Law
National Regulatory Services 2014 — 2014
Certificate, Investment Adviser Core Compliance Program
Adelphi University 1996 — 2000
B.A, English Literature
Queens College
Certification, ABA Approved Lawyers Assistant Program
The Blackstone Group L.P. / GSO Capital Partners LP July 2010 - Present
Jane Street Holding June 2009 - June 2010
MERRILL LYNCH & CO., INC November 2008 - June 2009
CHALKSTREAM CAPITAL GROUP September 2008 - January 2009
DIAMOND LAKE INVESTMENT GROUP LP November 2007 - August 2008
Carlyle-Blue Wave Partners Management, L.P. January 2007 - August 2007
AMARANTH GROUP INC June 2003 - December 2006
Lazard Asset Management September 2001 - March 2003
American Data Services, Inc. August 2000 - September 2001
UBS PaineWebber October 1999 - August 2000
Skills
Due Diligence, Hedge Funds, Securities, Derivatives, AML, Contract Negotiation, Start-ups, Anti Money Laundering, Software Documentation
Education
Loyola University Chicago 2015 — 2017
Master’s Degree, Master of Jurisprudence in Business Law
National Regulatory Services 2014 — 2014
Certificate, Investment Adviser Core Compliance Program
Adelphi University 1996 — 2000
B.A, English Literature
Queens College
Certification, ABA Approved Lawyers Assistant Program
Corey Townsend, Esq. Corey Townsend, Esq.'s Merrill Lynch & Co., Inc. Experience November 2005 - April 2012
Job Business Development Officer, Government Guaranteed Lending at Ameris Bank
Industry Banking
Experience
Ameris Bank January 2014 - Present
Townsend and Company, LLC April 2012 - Present
Merrill Lynch & Co., Inc November 2005 - April 2012
Morgan Stanley & Co., Inc 2003 - 2005
Internal Revenue Service September 2001 - September 2002
MetLife October 1996 - August 1998
Skills
Commercial Lending, Loan Origination, SBA, Portfolio Management, Asset Management, Valuation, Financial Analysis, Asset Managment, Due Diligence, Securities, Bloomberg Terminal, Investment Banking, Credit, Credit Analysis, Financial Modeling, Private Equity, Business Valuation, Capital Markets, Corporate Finance, DCF, Series 7, Capital Structure, Thomson One, Capital Budgeting, Dispute Resolution, NMLS Licensed, Venture Capital, Finance, Banking, Loans, Thompson One
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2011
Masters Science, Finance
Thurgood Marshall School of Law 1998 — 2001
Juris Doctor, Law
Auburn University 1992 — 1996
Bachelor of Arts, Economics
Ameris Bank January 2014 - Present
Townsend and Company, LLC April 2012 - Present
Merrill Lynch & Co., Inc November 2005 - April 2012
Morgan Stanley & Co., Inc 2003 - 2005
Internal Revenue Service September 2001 - September 2002
MetLife October 1996 - August 1998
Skills
Commercial Lending, Loan Origination, SBA, Portfolio Management, Asset Management, Valuation, Financial Analysis, Asset Managment, Due Diligence, Securities, Bloomberg Terminal, Investment Banking, Credit, Credit Analysis, Financial Modeling, Private Equity, Business Valuation, Capital Markets, Corporate Finance, DCF, Series 7, Capital Structure, Thomson One, Capital Budgeting, Dispute Resolution, NMLS Licensed, Venture Capital, Finance, Banking, Loans, Thompson One
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2011
Masters Science, Finance
Thurgood Marshall School of Law 1998 — 2001
Juris Doctor, Law
Auburn University 1992 — 1996
Bachelor of Arts, Economics
Ygnacio Garcia-Saladrigas Ygnacio Garcia-Saladrigas's Merrill Lynch & Co., Inc. Experience 2000 - 2001
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 2014 - Present
JP Morgan 2011 - 2014
Barclays Wealth Americas (formerly Lehman Brothers, Inc.) 2007 - 2010
InterVestors Capital, LLC 2002 - 2007
Merrill Lynch & Co., Inc. 2000 - 2001
Prudential Securities, Inc. 1998 - 2000
Charles Schwab & Co., Inc. 1996 - 1998
SunTrust Banks, Inc. 1989 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Christopher Columbus High School
BNY Mellon Wealth Management 2014 - Present
JP Morgan 2011 - 2014
Barclays Wealth Americas (formerly Lehman Brothers, Inc.) 2007 - 2010
InterVestors Capital, LLC 2002 - 2007
Merrill Lynch & Co., Inc. 2000 - 2001
Prudential Securities, Inc. 1998 - 2000
Charles Schwab & Co., Inc. 1996 - 1998
SunTrust Banks, Inc. 1989 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Christopher Columbus High School
Mark Rothberger Mark Rothberger's Merrill Lynch & Co., Inc. Experience January 1986 - January 2008
Job Executive Chauffeur at Chauffeured Eco
Industry Financial Services
Experience
Chauffeured Eco October 2010 - Present
United States Census Bureau March 2010 - August 2010
MERRILL LYNCH & Co., Inc January 1986 - January 2008
Merrill Lynch January 1986 - January 1996
Skills
Bloomberg, Back Office, Equities
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, Management
Brooklyn Technical High School
HS, Mechanical program
Chauffeured Eco October 2010 - Present
United States Census Bureau March 2010 - August 2010
MERRILL LYNCH & Co., Inc January 1986 - January 2008
Merrill Lynch January 1986 - January 1996
Skills
Bloomberg, Back Office, Equities
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, Management
Brooklyn Technical High School
HS, Mechanical program
Robert S. Peck, CFA Robert S. Peck, CFA's Merrill Lynch & Co., Inc. Experience January 1992 - January 1995
Job Managing Director and Internet Equity Analyst at SunTrust Robinson Humphrey
Industry Research
Experience
SunTrust Robinson Humphrey March 2013 - Present
CoRise Co., LLC May 2011 - March 2013
Baron Capital June 2008 - May 2011
Bear Stearns August 2000 - January 2008
Lehman Brothers January 1998 - August 2000
MERRILL LYNCH & CO., INC January 1992 - January 1995
Skills
Investment Banking, Investing, Internet Strategy, Angel Investing, Valuation, Financials, Corporate Finance, Equities, Asset Management, Financial Modeling, Mergers, Equity Research, Entrepreneur, Start-ups, Funding, Venture Capital, Financial Analysis, Entrepreneurship, Business Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lafayette College 1989 — 1992
BA
SunTrust Robinson Humphrey March 2013 - Present
CoRise Co., LLC May 2011 - March 2013
Baron Capital June 2008 - May 2011
Bear Stearns August 2000 - January 2008
Lehman Brothers January 1998 - August 2000
MERRILL LYNCH & CO., INC January 1992 - January 1995
Skills
Investment Banking, Investing, Internet Strategy, Angel Investing, Valuation, Financials, Corporate Finance, Equities, Asset Management, Financial Modeling, Mergers, Equity Research, Entrepreneur, Start-ups, Funding, Venture Capital, Financial Analysis, Entrepreneurship, Business Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lafayette College 1989 — 1992
BA
Edgar Torres Edgar Torres's Merrill Lynch & Co., Inc. Experience 2004 - 2006
Job Information Technology Leader | IT Manager
Industry Information Technology and Services
Experience
AutoNation, Inc. 2015 - Present
Citrix Systems, Inc. 2014 - 2015
Citrix Systems, Inc. 2012 - 2014
Citrix Systems, Inc. 2008 - 2012
Citrix Systems, Inc. 2006 - 2007
Merrill Lynch & Co., Inc. 2004 - 2006
Merrill Lynch & Co., Inc. 2001 - 2003
Merrill Lynch & Co., Inc. 1999 - 2000
Merrill Lynch & Co., Inc. 1997 - 1999
Compusoft Technologies Corp. 1986 - 1997
Skills
IT Management, Technical Leadership, Team Leadership, Management, Data Center Architecture, Infrastructure..., IT Infrastructure Design, Enterprise IT..., Data Center, Technical Standards, Enterprise IT Strategy, Enterprise Architecture, Integration, Operating Systems, Servers, Cloud Computing, Virtualization, Network Security, Networking, Disaster Recovery, Citrix, Cisco Technologies, VMware, Architecture, Hardware, Active Directory, ITIL, Infrastructure, Network Architecture, Firewalls, Enterprise Software, Leadership, Vendor Management, IT Strategy, Technical Support, Network Design
Education
Hodges University
Master of Science (MS), Information Systems
DeVry Institute of Technology
Bachelor of Science (BS), Electronics Engineering Technology, 3.63
Groton School
Groton School
Massachusetts Institute of Technology - Sloan School of Management
Executive Education Certificate, Organizational Leadership
AutoNation, Inc. 2015 - Present
Citrix Systems, Inc. 2014 - 2015
Citrix Systems, Inc. 2012 - 2014
Citrix Systems, Inc. 2008 - 2012
Citrix Systems, Inc. 2006 - 2007
Merrill Lynch & Co., Inc. 2004 - 2006
Merrill Lynch & Co., Inc. 2001 - 2003
Merrill Lynch & Co., Inc. 1999 - 2000
Merrill Lynch & Co., Inc. 1997 - 1999
Compusoft Technologies Corp. 1986 - 1997
Skills
IT Management, Technical Leadership, Team Leadership, Management, Data Center Architecture, Infrastructure..., IT Infrastructure Design, Enterprise IT..., Data Center, Technical Standards, Enterprise IT Strategy, Enterprise Architecture, Integration, Operating Systems, Servers, Cloud Computing, Virtualization, Network Security, Networking, Disaster Recovery, Citrix, Cisco Technologies, VMware, Architecture, Hardware, Active Directory, ITIL, Infrastructure, Network Architecture, Firewalls, Enterprise Software, Leadership, Vendor Management, IT Strategy, Technical Support, Network Design
Education
Hodges University
Master of Science (MS), Information Systems
DeVry Institute of Technology
Bachelor of Science (BS), Electronics Engineering Technology, 3.63
Groton School
Groton School
Massachusetts Institute of Technology - Sloan School of Management
Executive Education Certificate, Organizational Leadership
Charles Speer, AAMS Charles Speer, AAMS's Merrill Lynch & Co., Inc. Experience August 1998 - April 2000
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Edward Jones September 2000 - August 2011
George S. May International April 2000 - September 2000
Merrill Lynch & Co., Inc. August 1998 - April 2000
Morgan Stanley Dean Witter November 1995 - August 1998
The DuBois Press / Cohber Press Inc. September 1979 - November 1995
Education
Rochester Institute of Technology 1975 — 1979
BS, Business Administration, Marketing, Finance
Eastridge High School 1971 — 1975
Ameriprise Financial Services, Inc. August 2011 - Present
Edward Jones September 2000 - August 2011
George S. May International April 2000 - September 2000
Merrill Lynch & Co., Inc. August 1998 - April 2000
Morgan Stanley Dean Witter November 1995 - August 1998
The DuBois Press / Cohber Press Inc. September 1979 - November 1995
Education
Rochester Institute of Technology 1975 — 1979
BS, Business Administration, Marketing, Finance
Eastridge High School 1971 — 1975
SID ALI's Merrill Lynch & Co., Inc. Experience February 2000 - April 2004
Job Finance Associate at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York October 2012 - Present
Oppenheimer & Co March 2007 - October 2012
Con Edison Company of New York June 2006 - March 2007
Merrill Lynch & Co., Inc February 2000 - April 2004
Skills
Financial Analysis, Hedge Funds, Alternative Investments, Investments, Financial Modeling, Business Analysis, Forecasting, Finance, Portfolio Management, Fund Of Funds, Private Equity, Variance Analysis, Microsoft Excel, Cost Accounting, Strategic Planning, Fixed Income, Equities, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, International Finance
City University of New York-College of Staten Island 1995 — 2000
BS, Bachelors in Science, Finance
Federal Reserve Bank of New York October 2012 - Present
Oppenheimer & Co March 2007 - October 2012
Con Edison Company of New York June 2006 - March 2007
Merrill Lynch & Co., Inc February 2000 - April 2004
Skills
Financial Analysis, Hedge Funds, Alternative Investments, Investments, Financial Modeling, Business Analysis, Forecasting, Finance, Portfolio Management, Fund Of Funds, Private Equity, Variance Analysis, Microsoft Excel, Cost Accounting, Strategic Planning, Fixed Income, Equities, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, International Finance
City University of New York-College of Staten Island 1995 — 2000
BS, Bachelors in Science, Finance
John Zurick's Merrill Lynch & Co., Inc. Experience February 2007 - December 2009
Job Vice President, Employee Relations Manager at Bank of America
Industry Human Resources
Experience
Bank of America Merrill Lynch March 2014 - Present
Citigroup September 2010 - February 2014
Merrill Lynch & Co., Inc. February 2007 - December 2009
Capmark Finance Inc. (formerly GMAC Commerical Mortgage Corporation) August 2003 - February 2007
GMAC Commercial Mortgage October 2000 - August 2003
GMAC Commercial Mortgage February 1997 - October 2000
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Benefits Administration, Insurance, HRIS, HR Policies, Employee Engagement, Interviews, Employment Law
Education
Pennsylvania State University 1992 — 1996
Bank of America Merrill Lynch March 2014 - Present
Citigroup September 2010 - February 2014
Merrill Lynch & Co., Inc. February 2007 - December 2009
Capmark Finance Inc. (formerly GMAC Commerical Mortgage Corporation) August 2003 - February 2007
GMAC Commercial Mortgage October 2000 - August 2003
GMAC Commercial Mortgage February 1997 - October 2000
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Benefits Administration, Insurance, HRIS, HR Policies, Employee Engagement, Interviews, Employment Law
Education
Pennsylvania State University 1992 — 1996
Dauna Williams Dauna Williams's Merrill Lynch & Co., Inc. Experience June 1990 - May 1998
Job CEO/Founder at LegalTonic LLC
Industry E-Learning
Experience
LegalTonic LLC September 2015 - Present
BigDrama June 2012 - Present
MetLife October 2004 - May 2012
The Scottsboro Boys 2010 - 2011
Lehman Brothers 2001 - 2004
Content360 1998 - 2001
Merrill Lynch & Co., Inc. June 1990 - May 1998
New York Law School 1990 - 1992
The Rockefeller Foundation 1989 - 1990
Schulte Roth & Zabel LLP 1987 - 1989
Skills
Copyright Law, Patents, Trade Secrets, Entertainment, Legal Writing, Contract Negotiation, Negotiation, Licensing, Intellectual Property, Corporate Law, Securities Regulation, Arbitration, Litigation, Mergers, Securities, Due Diligence, Venture Capital
Education
Harvard Law School 1984 — 1987
JD, 1987
Brown University 1982 — 1984
AB, Political Science
University of Massachusetts, Amherst 1980 — 1981
Political Science
LegalTonic LLC September 2015 - Present
BigDrama June 2012 - Present
MetLife October 2004 - May 2012
The Scottsboro Boys 2010 - 2011
Lehman Brothers 2001 - 2004
Content360 1998 - 2001
Merrill Lynch & Co., Inc. June 1990 - May 1998
New York Law School 1990 - 1992
The Rockefeller Foundation 1989 - 1990
Schulte Roth & Zabel LLP 1987 - 1989
Skills
Copyright Law, Patents, Trade Secrets, Entertainment, Legal Writing, Contract Negotiation, Negotiation, Licensing, Intellectual Property, Corporate Law, Securities Regulation, Arbitration, Litigation, Mergers, Securities, Due Diligence, Venture Capital
Education
Harvard Law School 1984 — 1987
JD, 1987
Brown University 1982 — 1984
AB, Political Science
University of Massachusetts, Amherst 1980 — 1981
Political Science
Camille Fea- Deltosta's Merrill Lynch & Co., Inc. Experience August 1985 - January 1993
Job Expertise in Accounts Payable/Bookkeeping/Property Mgmt Accounting
Industry Real Estate
Experience
FOREST REALTY MANAGEMENT July 2001 - August 2015
Lehman Brothers Inc. January 1994 - July 2001
MERRILL LYNCH & Co., Inc August 1985 - January 1993
Skills
Social Media, Accounts Payable, Financial Analysis, Accounts Receivable, Budgets, Microsoft Excel, Financial Reporting, Finance, Account Reconciliation, Accounting, Bank Reconciliation, Invoicing, General Ledger, Real Estate, Payroll, Sales, Marketing, Management, Forecasting, Customer Service, Internal Audit, Financial Modeling, Process Improvement, Inventory Management, Strategic Financial..., Credit, Retail, Microsoft Office, Financial Planning
Education
Pace University 1990 — 1994
associate, Business Finance
FOREST REALTY MANAGEMENT July 2001 - August 2015
Lehman Brothers Inc. January 1994 - July 2001
MERRILL LYNCH & Co., Inc August 1985 - January 1993
Skills
Social Media, Accounts Payable, Financial Analysis, Accounts Receivable, Budgets, Microsoft Excel, Financial Reporting, Finance, Account Reconciliation, Accounting, Bank Reconciliation, Invoicing, General Ledger, Real Estate, Payroll, Sales, Marketing, Management, Forecasting, Customer Service, Internal Audit, Financial Modeling, Process Improvement, Inventory Management, Strategic Financial..., Credit, Retail, Microsoft Office, Financial Planning
Education
Pace University 1990 — 1994
associate, Business Finance
Eric Alexander Wilson, CFA, FRM, MFin Eric Alexander Wilson, CFA, FRM, MFin's Merrill Lynch & Co., Inc. Experience November 2005 - February 2008
Job Business Analyst, Alternative Investments Practice at GFT
Industry Capital Markets
Experience
GFT March 2015 - Present
GFT January 2015 - March 2015
Knowledge Plus Corp. October 2014 - February 2015
GFT September 2014 - December 2014
Queen's School of Business July 2014 - August 2014
Rule Financial January 2014 - August 2014
RBC Dexia Investor Services November 2010 - February 2012
Actinver Casa de Bolsa November 2008 - November 2009
Merrill Lynch & Co., Inc. November 2005 - February 2008
RBC Financial Group April 2001 - November 2005
Skills
Bloomberg, Fixed Income, Capital Markets, Valuation, Derivatives, Translation, Editing, Equity Research, Equity Valuation, Spanish, Spanish-English, Portuguese, French, Financial Modeling, Financial Analysis, Forecasting, Finance, Financial Markets, Bonds, CDS, Portfolio Management, Bloomberg Terminal, Swaps, Alternative Investments, Asset Managment, Equities, Securities, Market Risk, Money Market, Options, Structured Finance, Mutual Funds, Investment Strategies, Microsoft Publisher, Risk Management, Investments, Trading, Back Office, Middle Office, FX Options, Equity Derivatives, Analysis, Corporate Finance, Currency, Interest Rate..., Equity Trading, Hedge Funds, Technical Analysis, Structured Products, Due Diligence
Education
Queen's University 2012 — 2013
Master of Finance, Investment Finance, 3.97 (max = 4.3)
Asociación Mexicana de Intermediarios Bursátiles 2008 — 2008
Investments and Securities
BMV-Educación 2007 — 2008
Investments and Securities
Global Association of Risk Professionals 2003 — 2004
Financial Risk Manager, Risk Management
Canadian Securities Institute 1999 — 2003
Investments and Securities
CFA Institute 1999 — 2002
Chartered Financial Analyst, Finance, Investments and Securities
Université du Québec à Montréal 1997 — 1999
Finance, 3.57 (max 4.3)
McGill University 1993 — 1996
Bachelor of Commerce with Great Distinction, Finance and International Business, 3.51 (max 4.0)
University of Toronto 1991 — 1993
Commerce, 3.87 (max 4.3)
GFT March 2015 - Present
GFT January 2015 - March 2015
Knowledge Plus Corp. October 2014 - February 2015
GFT September 2014 - December 2014
Queen's School of Business July 2014 - August 2014
Rule Financial January 2014 - August 2014
RBC Dexia Investor Services November 2010 - February 2012
Actinver Casa de Bolsa November 2008 - November 2009
Merrill Lynch & Co., Inc. November 2005 - February 2008
RBC Financial Group April 2001 - November 2005
Skills
Bloomberg, Fixed Income, Capital Markets, Valuation, Derivatives, Translation, Editing, Equity Research, Equity Valuation, Spanish, Spanish-English, Portuguese, French, Financial Modeling, Financial Analysis, Forecasting, Finance, Financial Markets, Bonds, CDS, Portfolio Management, Bloomberg Terminal, Swaps, Alternative Investments, Asset Managment, Equities, Securities, Market Risk, Money Market, Options, Structured Finance, Mutual Funds, Investment Strategies, Microsoft Publisher, Risk Management, Investments, Trading, Back Office, Middle Office, FX Options, Equity Derivatives, Analysis, Corporate Finance, Currency, Interest Rate..., Equity Trading, Hedge Funds, Technical Analysis, Structured Products, Due Diligence
Education
Queen's University 2012 — 2013
Master of Finance, Investment Finance, 3.97 (max = 4.3)
Asociación Mexicana de Intermediarios Bursátiles 2008 — 2008
Investments and Securities
BMV-Educación 2007 — 2008
Investments and Securities
Global Association of Risk Professionals 2003 — 2004
Financial Risk Manager, Risk Management
Canadian Securities Institute 1999 — 2003
Investments and Securities
CFA Institute 1999 — 2002
Chartered Financial Analyst, Finance, Investments and Securities
Université du Québec à Montréal 1997 — 1999
Finance, 3.57 (max 4.3)
McGill University 1993 — 1996
Bachelor of Commerce with Great Distinction, Finance and International Business, 3.51 (max 4.0)
University of Toronto 1991 — 1993
Commerce, 3.87 (max 4.3)
Rajesh Chandola's Merrill Lynch & Co., Inc. Experience March 2007 - January 2009
Job Sr. Charles River System Analyst @ Matlen Silver
Industry Information Technology and Services
Experience
Vanguard September 2012 - September 2015
Bank of America Merrill Lynch April 2009 - September 2012
First Coast Service Options, Inc. February 2009 - April 2009
Merrill Lynch & Co., Inc March 2007 - January 2009
Aon Hewitt August 2005 - January 2007
Quark Software Inc. December 2004 - July 2005
Binary Semantics Ltd. January 2003 - November 2004
Skills
Testing, Test Planning, HP Quality Center, Regression Testing, Test Cases, Test Automation, System Testing, SDLC, Manual Testing, HP QTP
Education
Uttar Pradesh Technical University 2001 — 2003
Master's of Computer Application, Computer Science
DAV PG College 1997 — 2000
Bachelor's of Science, Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1996 — 1997
Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1994 — 1995
High School
Vanguard September 2012 - September 2015
Bank of America Merrill Lynch April 2009 - September 2012
First Coast Service Options, Inc. February 2009 - April 2009
Merrill Lynch & Co., Inc March 2007 - January 2009
Aon Hewitt August 2005 - January 2007
Quark Software Inc. December 2004 - July 2005
Binary Semantics Ltd. January 2003 - November 2004
Skills
Testing, Test Planning, HP Quality Center, Regression Testing, Test Cases, Test Automation, System Testing, SDLC, Manual Testing, HP QTP
Education
Uttar Pradesh Technical University 2001 — 2003
Master's of Computer Application, Computer Science
DAV PG College 1997 — 2000
Bachelor's of Science, Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1996 — 1997
Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1994 — 1995
High School
Jeffrey Clyde Jeffrey Clyde's Merrill Lynch & Co., Inc. Experience 1992 - 1994
Job Managing Director at Pario Capital LLC
Industry Investment Banking
Experience
Pario Capital LLC 2007 - Present
HOT/SHOT Radar Inspections 2002 - 2006
Prospect Street Ventures 2001 - 2002
Goldman Sachs 1999 - 2001
Salomon Brothers nka Citigroup 1995 - 1999
Kidder Peabody 1994 - 1995
Merrill Lynch & Co., Inc. 1992 - 1994
Skills
Private Equity, Strategy, Valuation, Mergers & Acquisitions, Venture Capital, Business Development, Energy, Corporate Finance, Investments, Due Diligence, Project Finance, Strategic Planning
Education
Anderson Graduate School of Management at UCLA 1990 — 1992
MBA
Yale University 1981 — 1985
BA, Economics
Pario Capital LLC 2007 - Present
HOT/SHOT Radar Inspections 2002 - 2006
Prospect Street Ventures 2001 - 2002
Goldman Sachs 1999 - 2001
Salomon Brothers nka Citigroup 1995 - 1999
Kidder Peabody 1994 - 1995
Merrill Lynch & Co., Inc. 1992 - 1994
Skills
Private Equity, Strategy, Valuation, Mergers & Acquisitions, Venture Capital, Business Development, Energy, Corporate Finance, Investments, Due Diligence, Project Finance, Strategic Planning
Education
Anderson Graduate School of Management at UCLA 1990 — 1992
MBA
Yale University 1981 — 1985
BA, Economics
Annette Valenzuela's Merrill Lynch & Co., Inc. Experience June 2004 - January 2009
Job Project Assistant at OC Women's Health Project
Industry Public Policy
Experience
Terry Reilly Health Services September 2013 - June 2014
CIT October 2010 - March 2013
Bank of America January 2009 - July 2010
Merrill Lynch & Co., Inc. June 2004 - January 2009
Office of United States Senator Mike Crapo (R-ID) January 2004 - May 2004
Education
Boise State University 2013 — 2014
George Mason University 2008 — 2011
Master of Arts (MA)
Provo College-Provo 2002 — 2003
Associate of Arts and Sciences (AAS)
Brigham Young University 1996 — 2000
Bachelor of Science (BS)
Terry Reilly Health Services September 2013 - June 2014
CIT October 2010 - March 2013
Bank of America January 2009 - July 2010
Merrill Lynch & Co., Inc. June 2004 - January 2009
Office of United States Senator Mike Crapo (R-ID) January 2004 - May 2004
Education
Boise State University 2013 — 2014
George Mason University 2008 — 2011
Master of Arts (MA)
Provo College-Provo 2002 — 2003
Associate of Arts and Sciences (AAS)
Brigham Young University 1996 — 2000
Bachelor of Science (BS)
Michael Mack's Merrill Lynch & Co., Inc. Experience June 2009 - August 2009
Job Associate at PS Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
PS Capital Partners, LLC September 2015 - Present
J.P. Morgan July 2012 - July 2015
JPMorgan Chase June 2011 - August 2011
Merrill Lynch & Co., Inc June 2009 - August 2009
Skills
Series 7, Series 63, Investments, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Wealth Management, PowerPoint, Finance, Mutual Funds, Valuation, Bloomberg, ThomsonOne
Education
University of Wisconsin-Madison - School of Business 2007 — 2011
BBA, Finance, Investment and Banking
Copenhagen Business School 2010 — 2010
Study Abroad Program
PS Capital Partners, LLC September 2015 - Present
J.P. Morgan July 2012 - July 2015
JPMorgan Chase June 2011 - August 2011
Merrill Lynch & Co., Inc June 2009 - August 2009
Skills
Series 7, Series 63, Investments, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Wealth Management, PowerPoint, Finance, Mutual Funds, Valuation, Bloomberg, ThomsonOne
Education
University of Wisconsin-Madison - School of Business 2007 — 2011
BBA, Finance, Investment and Banking
Copenhagen Business School 2010 — 2010
Study Abroad Program
Christopher L. Brown Christopher L. Brown's Merrill Lynch & Co., Inc. Experience April 2002 - August 2006
Job Financial Services Professional helping clients create, build and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
Shane Turner Shane Turner's Merrill Lynch & Co., Inc. Experience June 2003 - August 2003
Job Global Marketing @Qualcomm
Industry Marketing and Advertising
Experience
Qualcomm August 2010 - Present
JHG (since acquired by GA Communication Group) April 2008 - August 2010
Huron Consulting Group October 2006 - November 2007
Black & Veatch - Lukens Energy Group June 2005 - June 2006
First Investors Corporation June 2004 - August 2004
Merrill Lynch & Co., Inc. June 2003 - August 2003
Skills
Content Strategy, Community Management, Analytics, Digital Strategy, Mobile Devices, International Marketing, Social Marketing, Public Relations
Education
The University of Texas at Austin 2001 — 2005
BBA
Qualcomm August 2010 - Present
JHG (since acquired by GA Communication Group) April 2008 - August 2010
Huron Consulting Group October 2006 - November 2007
Black & Veatch - Lukens Energy Group June 2005 - June 2006
First Investors Corporation June 2004 - August 2004
Merrill Lynch & Co., Inc. June 2003 - August 2003
Skills
Content Strategy, Community Management, Analytics, Digital Strategy, Mobile Devices, International Marketing, Social Marketing, Public Relations
Education
The University of Texas at Austin 2001 — 2005
BBA
Joseph Vaccarelli Joseph Vaccarelli's Merrill Lynch & Co., Inc. Experience January 2001 - January 2003
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
Citi October 2013 - March 2014
Nourishing USA, Inc. November 2008 - October 2013
DTCC January 2006 - October 2007
Depository Trust & Clearing Corp January 2006 - October 2007
DTCC August 2003 - December 2005
Depository Trust & Clearing Corp August 2003 - December 2005
Merrill Lynch January 2001 - May 2003
Merrill Lynch & Co., Inc January 2001 - January 2003
Merrill Lynch June 1996 - December 2000
Skills
Finance, Financial Services, Risk Management, Financial Analysis, Banking, Budgets, Management, Investments, Forecasting, Financial Risk, Financial Planning, Marketing, Securities, Insurance, Capital Markets, Microsoft Office, Mutual Funds, Portfolio Management, Nonprofits, Business Planning, Microsoft Word, Outlook, Customer Satisfaction, Business Process..., CRM, PowerPoint, Internal Audit, Internal Controls, Microsoft Excel, Budgeting, Whole Life Insurance, Relationship Management, Education Funding..., Customer Relations, Creative Problem Solving, Annuity Sales, Building Relationships, Life Insurance..., Small Business, Retirement Planning, Networking, Relationship Building
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Accounting - 21 Credits
New York Institute of Technology
Bachelor of Science, Business Administration - Finance
New York Life Insurance Company June 2014 - Present
Citi October 2013 - March 2014
Nourishing USA, Inc. November 2008 - October 2013
DTCC January 2006 - October 2007
Depository Trust & Clearing Corp January 2006 - October 2007
DTCC August 2003 - December 2005
Depository Trust & Clearing Corp August 2003 - December 2005
Merrill Lynch January 2001 - May 2003
Merrill Lynch & Co., Inc January 2001 - January 2003
Merrill Lynch June 1996 - December 2000
Skills
Finance, Financial Services, Risk Management, Financial Analysis, Banking, Budgets, Management, Investments, Forecasting, Financial Risk, Financial Planning, Marketing, Securities, Insurance, Capital Markets, Microsoft Office, Mutual Funds, Portfolio Management, Nonprofits, Business Planning, Microsoft Word, Outlook, Customer Satisfaction, Business Process..., CRM, PowerPoint, Internal Audit, Internal Controls, Microsoft Excel, Budgeting, Whole Life Insurance, Relationship Management, Education Funding..., Customer Relations, Creative Problem Solving, Annuity Sales, Building Relationships, Life Insurance..., Small Business, Retirement Planning, Networking, Relationship Building
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Accounting - 21 Credits
New York Institute of Technology
Bachelor of Science, Business Administration - Finance
Lynn Connolly's Merrill Lynch & Co., Inc. Experience 1986 - 1990
Job Harbor Peak LLC, Risk Management Advisory Services for Environmental Impact Investing
Industry Financial Services
Experience
Harbor Peak LLC October 2012 - Present
Fossil Free Indexes February 2014 - Present
Constellation Investment Consulting Corp September 2011 - September 2012
SEI May 2010 - July 2011
Independent Consultant 2008 - 2010
Deloitte & Touche LLP 2003 - 2008
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1991 - 2000
Merrill Lynch & Co., Inc. 1986 - 1990
Skills
Valuation, Risk Management, Derivatives, Hedge Funds, Financial Modeling, Asset Management, Due Diligence, Financial Services, Bloomberg, Trading, Structured Products, Operational Control, Finance, Equities, Mergers & Acquisitions, Fixed Income, Private Equity, Alternative Energy, Environmentally..., Alternative Energy Risk..., Environmental..., Fossil Fuel Divestment...
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics
Harbor Peak LLC October 2012 - Present
Fossil Free Indexes February 2014 - Present
Constellation Investment Consulting Corp September 2011 - September 2012
SEI May 2010 - July 2011
Independent Consultant 2008 - 2010
Deloitte & Touche LLP 2003 - 2008
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1991 - 2000
Merrill Lynch & Co., Inc. 1986 - 1990
Skills
Valuation, Risk Management, Derivatives, Hedge Funds, Financial Modeling, Asset Management, Due Diligence, Financial Services, Bloomberg, Trading, Structured Products, Operational Control, Finance, Equities, Mergers & Acquisitions, Fixed Income, Private Equity, Alternative Energy, Environmentally..., Alternative Energy Risk..., Environmental..., Fossil Fuel Divestment...
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics
Rob Wellner's Merrill Lynch & Co., Inc. Experience January 2002 - November 2005
Job Business Development, Corporate Sales, and Strategic Growth Leader
Industry Management Consulting
Experience
Velocity Global, LLC July 2015 - Present
Glialogix June 2015 - Present
NCompass Partners August 2013 - Present
Home Instead Senior Care August 2012 - August 2013
3Degrees June 2011 - May 2012
IDX CAPITAL LLC April 2007 - March 2009
BAYSIDE PARTNERS LLC January 2006 - March 2007
MERRILL LYNCH & CO., INC January 2002 - November 2005
AMERICAN V. SHIPS MARINE March 2001 - January 2002
ISYNDICATE INC August 2000 - February 2001
Skills
Start-ups, Business Development, Entrepreneurship, Investments, Mergers & Acquisitions, New Business Development, Strategy, Sales, Venture Capital, Marketing, Cleantech, Hedge Funds, Strategic Partnerships, Strategic Planning, Sales Process, Capital Markets, Business Strategy, Renewable Energy, Account Management, Banking, Sustainable Energy, Relationship Management, Alternative Energy, Cold Calling, Contract Negotiation, Fundraising, Salesforce.com, Business Planning, Sustainability, Business Relationship..., Corporate Credit, Sustainable Business, Building Relationships
Education
Colgate University 1993 — 1998
BA, History
Chaminade HS 1989 — 1993
Velocity Global, LLC July 2015 - Present
Glialogix June 2015 - Present
NCompass Partners August 2013 - Present
Home Instead Senior Care August 2012 - August 2013
3Degrees June 2011 - May 2012
IDX CAPITAL LLC April 2007 - March 2009
BAYSIDE PARTNERS LLC January 2006 - March 2007
MERRILL LYNCH & CO., INC January 2002 - November 2005
AMERICAN V. SHIPS MARINE March 2001 - January 2002
ISYNDICATE INC August 2000 - February 2001
Skills
Start-ups, Business Development, Entrepreneurship, Investments, Mergers & Acquisitions, New Business Development, Strategy, Sales, Venture Capital, Marketing, Cleantech, Hedge Funds, Strategic Partnerships, Strategic Planning, Sales Process, Capital Markets, Business Strategy, Renewable Energy, Account Management, Banking, Sustainable Energy, Relationship Management, Alternative Energy, Cold Calling, Contract Negotiation, Fundraising, Salesforce.com, Business Planning, Sustainability, Business Relationship..., Corporate Credit, Sustainable Business, Building Relationships
Education
Colgate University 1993 — 1998
BA, History
Chaminade HS 1989 — 1993
Adam Gershuny Adam Gershuny's Merrill Lynch & Co., Inc. Experience January 2000 - January 2001
Job Senior Managing Director Principal at Meridian Equity Partners
Industry Financial Services
Experience
MERIDIAN EQUITY PARTNERS January 2010 - Present
MAGNA SECURITIES & CO., INC January 2005 - January 2010
SLL SECURITIES, INC January 2002 - January 2005
MERRILL LYNCH & CO., INC January 2000 - January 2001
BEAR STEARNS & CO., INC January 1993 - January 1999
Skills
Securities, Hedge Funds, Trading, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Financial Markets, Series 63, Series 7, Trading Systems, Options
Education
Syracuse University 1989 — 1993
B.A., Policial Science - Finance, Honors
Syracuse University - Maxwell School
Syracuse University - Martin J. Whitman School of Management
Rye Country Day School 1983 — 1989
MERIDIAN EQUITY PARTNERS January 2010 - Present
MAGNA SECURITIES & CO., INC January 2005 - January 2010
SLL SECURITIES, INC January 2002 - January 2005
MERRILL LYNCH & CO., INC January 2000 - January 2001
BEAR STEARNS & CO., INC January 1993 - January 1999
Skills
Securities, Hedge Funds, Trading, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Financial Markets, Series 63, Series 7, Trading Systems, Options
Education
Syracuse University 1989 — 1993
B.A., Policial Science - Finance, Honors
Syracuse University - Maxwell School
Syracuse University - Martin J. Whitman School of Management
Rye Country Day School 1983 — 1989
Mike Cavallo Mike Cavallo's Merrill Lynch & Co., Inc. Experience June 1989 - June 1990
Job Vice President Manager, BNY Mellon Investment Performance & Risk Analytics Consulting
Industry Financial Services
Experience
BNY Mellon November 1992 - Present
Bankers Trust June 1990 - November 1992
Merrill Lynch & Co., Inc. June 1989 - June 1990
Skills
Banking, Financial Services, Fixed Income, Equities, Derivatives, Mutual Funds, Portfolio Management, Capital Markets, Securities, Hedge Funds, Investments, Asset Management, Risk Management, FX Options, Bloomberg, Alternative Investments
Education
Seton Hall University
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1985 — 1989
Bachelor's degree, Economics
BNY Mellon November 1992 - Present
Bankers Trust June 1990 - November 1992
Merrill Lynch & Co., Inc. June 1989 - June 1990
Skills
Banking, Financial Services, Fixed Income, Equities, Derivatives, Mutual Funds, Portfolio Management, Capital Markets, Securities, Hedge Funds, Investments, Asset Management, Risk Management, FX Options, Bloomberg, Alternative Investments
Education
Seton Hall University
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1985 — 1989
Bachelor's degree, Economics
Phil Rosen Phil Rosen's Merrill Lynch & Co., Inc. Experience 1983 - 2000
Job HRSA Grant Project Implementation Manager at KeyCare, Inc.
Industry Hospital & Health Care
Experience
KeyCare, Inc. April 2014 - Present
Self-Employed 2012 - 2014
Solaris Health System (now: JFK Health System) 2007 - 2011
The Provider's Edge, LLC 2003 - 2007
KM Advantage, LLC 2001 - 2003
Merrill Lynch & Co., Inc. 1983 - 2000
Education
Columbia University
M.S., Computer Science
The City College
B.E., Electrical Engineering
HIMSS and the University of Connecticut Continuing Education
Certificate, Healthcare Information Technology
Ongoing Professinal Training
Seminars/Webinars: HIMSS/NJHIMSS on Health IT ; CMS on EHR Incentive Programs/Meaningful Use/ICD-10
KeyCare, Inc. April 2014 - Present
Self-Employed 2012 - 2014
Solaris Health System (now: JFK Health System) 2007 - 2011
The Provider's Edge, LLC 2003 - 2007
KM Advantage, LLC 2001 - 2003
Merrill Lynch & Co., Inc. 1983 - 2000
Education
Columbia University
M.S., Computer Science
The City College
B.E., Electrical Engineering
HIMSS and the University of Connecticut Continuing Education
Certificate, Healthcare Information Technology
Ongoing Professinal Training
Seminars/Webinars: HIMSS/NJHIMSS on Health IT ; CMS on EHR Incentive Programs/Meaningful Use/ICD-10
Elizabeth Valentine, IT Project Manager Elizabeth Valentine, IT Project Manager's Merrill Lynch & Co., Inc. Experience September 1986 - May 1989
Job Product Manager at DMS
Industry Information Technology and Services
Experience
DMS February 2013 - Present
Ovention Ovens August 2012 - October 2012
Prestonwood Christian Academy January 2002 - February 2012
The First Academy January 1998 - July 2001
Foundation Academy October 1991 - June 1998
Merrill Lynch & Co., Inc. September 1986 - May 1989
Lee County Electric Corp. June 1982 - June 1986
Standard Oil Company, Inc June 1980 - June 1982
Skills
Project Management, Strategic Planning, Problem Solving, Budget Setting and..., Application Design, Contract Negotiation, Manage Contractors, Manage Consultants, Programmer -Cobol,..., Network Infrastructure..., Network Administration, Network Security, Customer Service, Actve Directory, Microsoft Exchange, Microsoft Office Suite..., Windows - XP / 7, VoIP, Server Support, VPN, Desktop Support..., MAC Support Management, Hardware Design,..., Desktop Application..., MAC Application Support, Peripheral Device..., Technical Documentation, Cisco Routing &..., Wireless Networking, Database Applications, Asset Managment, Multimedia, Mentoring, Curriculum Design, Web Applications, Web Design, Video, iPhone, Leadership, QuickBooks, Recruiting, Relocation, SDLC, User Interface Design, Visual Basic, DNS, DHCP, TCP/IP, Client Training, Disaster Recovery, Network Design, Software Design
Education
Oral Roberts University 1976 — 1980
Bachelor of Science (B.S.), Business Adminstration and Computer Science
DMS February 2013 - Present
Ovention Ovens August 2012 - October 2012
Prestonwood Christian Academy January 2002 - February 2012
The First Academy January 1998 - July 2001
Foundation Academy October 1991 - June 1998
Merrill Lynch & Co., Inc. September 1986 - May 1989
Lee County Electric Corp. June 1982 - June 1986
Standard Oil Company, Inc June 1980 - June 1982
Skills
Project Management, Strategic Planning, Problem Solving, Budget Setting and..., Application Design, Contract Negotiation, Manage Contractors, Manage Consultants, Programmer -Cobol,..., Network Infrastructure..., Network Administration, Network Security, Customer Service, Actve Directory, Microsoft Exchange, Microsoft Office Suite..., Windows - XP / 7, VoIP, Server Support, VPN, Desktop Support..., MAC Support Management, Hardware Design,..., Desktop Application..., MAC Application Support, Peripheral Device..., Technical Documentation, Cisco Routing &..., Wireless Networking, Database Applications, Asset Managment, Multimedia, Mentoring, Curriculum Design, Web Applications, Web Design, Video, iPhone, Leadership, QuickBooks, Recruiting, Relocation, SDLC, User Interface Design, Visual Basic, DNS, DHCP, TCP/IP, Client Training, Disaster Recovery, Network Design, Software Design
Education
Oral Roberts University 1976 — 1980
Bachelor of Science (B.S.), Business Adminstration and Computer Science
Dario Cohenca Dario Cohenca's Merrill Lynch & Co., Inc. Experience July 1998 - June 1999
Job Manager Quantitative Analyst, Structuring & Analytics at Direct Energy Business
Industry Oil & Energy
Experience
Direct Energy Business June 2015 - Present
Direct Energy Business October 2013 - May 2015
Hess Corporation March 2007 - October 2013
Hess Corporation October 2005 - March 2007
Advanced Monitored Caregiving, Inc. October 2003 - October 2005
Imagineer Technology Group June 2002 - October 2003
SITE Capital Management LLC July 1999 - June 2001
Merrill Lynch & Co., Inc. July 1998 - June 1999
Columbus Circle Investors June 1997 - August 1997
Skills
Energy, SQL, VBA, Endur, Market Risk, Electric Power, Options, Risk Management, Energy Markets, Financial Modeling, Power Trading, Valuation, Energy Industry, Analysis, Hedging, AVS, Python, Commodity Markets, Electricity Markets, Financial Risk, Prezi, PowerPivot, Portfolio Management, Bloomberg, Fixed Income, VAR, Swaps, Derivatives, Commodity Risk..., Commodity, Trading, Natural Gas, Management, Business Analysis
Education
Hofstra University 1996 — 1998
MBA, Finance & Banking
Business School - National University of Asuncion 1991 — 1995
Bachelor of Arts in Business Administration, Valedictorian
Polytechnic - National University of Asunción 1990 — 1993
Bachelor of Arts (BA), Systems Analysis Computer Science, Salutatorian
Direct Energy Business June 2015 - Present
Direct Energy Business October 2013 - May 2015
Hess Corporation March 2007 - October 2013
Hess Corporation October 2005 - March 2007
Advanced Monitored Caregiving, Inc. October 2003 - October 2005
Imagineer Technology Group June 2002 - October 2003
SITE Capital Management LLC July 1999 - June 2001
Merrill Lynch & Co., Inc. July 1998 - June 1999
Columbus Circle Investors June 1997 - August 1997
Skills
Energy, SQL, VBA, Endur, Market Risk, Electric Power, Options, Risk Management, Energy Markets, Financial Modeling, Power Trading, Valuation, Energy Industry, Analysis, Hedging, AVS, Python, Commodity Markets, Electricity Markets, Financial Risk, Prezi, PowerPivot, Portfolio Management, Bloomberg, Fixed Income, VAR, Swaps, Derivatives, Commodity Risk..., Commodity, Trading, Natural Gas, Management, Business Analysis
Education
Hofstra University 1996 — 1998
MBA, Finance & Banking
Business School - National University of Asuncion 1991 — 1995
Bachelor of Arts in Business Administration, Valedictorian
Polytechnic - National University of Asunción 1990 — 1993
Bachelor of Arts (BA), Systems Analysis Computer Science, Salutatorian
Melanie Reuman Melanie Reuman's Merrill Lynch & Co., Inc. Experience September 1986 - September 1989
Job Quality Control Underwriter/Compliance at People's United Bank
Industry Banking
Experience
Peoples's United Bank September 2013 - Present
People's United Bank (Assignment through Execu-Search Group) November 2012 - August 2013
The Washngton Trust Company April 2012 - October 2012
Darien Rowayton Bank December 2010 - January 2012
Bank of America Home Loans August 2001 - March 2010
Threshold Financial Corp. D.B.A. Threshold Mortgage Company April 1993 - August 1997
Aetna Life and Casualty & Co., Inc October 1990 - February 1993
Dime Savings Bank of New York October 1989 - May 1990
Merrill Lynch & Co., Inc September 1986 - September 1989
E.F. Hutton & Co., Inc February 1985 - August 1986
Skills
Mortgage Lending, Reverse Mortgages, Mortgage Underwriting, Jumbo Mortgage, Sales Management, Sales, Resume Writing, Finance, Email Marketing, Retail Banking, Commercial Banking, Commercial Insurance, Fine Art, Visual Arts
Education
Columbia University in the City of New York 1997 — 2001
B.A., Visual Arts
School of General Studies 1997 — 2001
B.A., Visual Arts
University of Massachusetts
Economics/B.A
Peoples's United Bank September 2013 - Present
People's United Bank (Assignment through Execu-Search Group) November 2012 - August 2013
The Washngton Trust Company April 2012 - October 2012
Darien Rowayton Bank December 2010 - January 2012
Bank of America Home Loans August 2001 - March 2010
Threshold Financial Corp. D.B.A. Threshold Mortgage Company April 1993 - August 1997
Aetna Life and Casualty & Co., Inc October 1990 - February 1993
Dime Savings Bank of New York October 1989 - May 1990
Merrill Lynch & Co., Inc September 1986 - September 1989
E.F. Hutton & Co., Inc February 1985 - August 1986
Skills
Mortgage Lending, Reverse Mortgages, Mortgage Underwriting, Jumbo Mortgage, Sales Management, Sales, Resume Writing, Finance, Email Marketing, Retail Banking, Commercial Banking, Commercial Insurance, Fine Art, Visual Arts
Education
Columbia University in the City of New York 1997 — 2001
B.A., Visual Arts
School of General Studies 1997 — 2001
B.A., Visual Arts
University of Massachusetts
Economics/B.A
Eileen Kizis Eileen Kizis's Merrill Lynch & Co., Inc. Experience March 1993 - June 2008
Job Sr. Security Programming Spec at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2010 - Present
Merrill Lynch & Co., Inc. March 1993 - June 2008
Skills
CA-ACF2 Security, CA-CLEAN, ETF/A (Alternate UID &..., E-SRF reporting facility, Business Analysis, Data Security, Program Management, Testing
Education
Union County College 1989 — 1996
AAS, Business - CIS
St. Mary's of the Assumption H.S.
New York Life Insurance Company April 2010 - Present
Merrill Lynch & Co., Inc. March 1993 - June 2008
Skills
CA-ACF2 Security, CA-CLEAN, ETF/A (Alternate UID &..., E-SRF reporting facility, Business Analysis, Data Security, Program Management, Testing
Education
Union County College 1989 — 1996
AAS, Business - CIS
St. Mary's of the Assumption H.S.
Lenore Petteruti's Merrill Lynch & Co., Inc. Experience August 1991 - October 1995
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
CQS June 2011 - July 2013
Corbin Capital LLC January 2010 - June 2011
Mezzacappa Management LLC April 2002 - July 2009
ING Alternative Asset Management February 2001 - March 2002
ING Barings November 1995 - February 2001
Merrill Lynch & Co., INC. August 1991 - October 1995
JP Morgan 1986 - 1989
Skills
Hedge Funds, Equities, Derivatives, Due Diligence, Asset Allocation, Risk Management, Financial Risk, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Bloomberg, Investment Strategies, Investment Management, Private Equity, Trading, Commodity, Trading Strategies, Equity Derivatives, Credit Derivatives, Financial Markets, Credit, Asset Management, Securities, Loans, Valuation, Fund Of Funds, Capital Markets, Credit Risk, Venture Capital, Investment Banking, Structured Products, Emerging Markets, Bonds, Series 7, Mutual Funds, High Yield
Education
Brown University 1982 — 1986
B.A., International Relations/Economics
University of Paris-Sorbonne
J.P. Morgan July 2013 - Present
CQS June 2011 - July 2013
Corbin Capital LLC January 2010 - June 2011
Mezzacappa Management LLC April 2002 - July 2009
ING Alternative Asset Management February 2001 - March 2002
ING Barings November 1995 - February 2001
Merrill Lynch & Co., INC. August 1991 - October 1995
JP Morgan 1986 - 1989
Skills
Hedge Funds, Equities, Derivatives, Due Diligence, Asset Allocation, Risk Management, Financial Risk, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Bloomberg, Investment Strategies, Investment Management, Private Equity, Trading, Commodity, Trading Strategies, Equity Derivatives, Credit Derivatives, Financial Markets, Credit, Asset Management, Securities, Loans, Valuation, Fund Of Funds, Capital Markets, Credit Risk, Venture Capital, Investment Banking, Structured Products, Emerging Markets, Bonds, Series 7, Mutual Funds, High Yield
Education
Brown University 1982 — 1986
B.A., International Relations/Economics
University of Paris-Sorbonne
Steve Pfeffer's Merrill Lynch & Co., Inc. Experience March 1987 - August 1998
Job Author / Entrepreneurial Opportunities / Independent Investor / Patient Advocate
Industry Financial Services
Experience
self September 1998 - Present
Merrill Lynch & Co., Inc. March 1987 - August 1998
Skills
Auditing, Tax, Corporate Tax, Tax Returns, Financial Statements, Budgets, Human Resources, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Reporting, Finance, Management, Strategic Planning
Education
City University of New York-Brooklyn College 1982 — 1985
BS, Accounting
Canarsie High
self September 1998 - Present
Merrill Lynch & Co., Inc. March 1987 - August 1998
Skills
Auditing, Tax, Corporate Tax, Tax Returns, Financial Statements, Budgets, Human Resources, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Reporting, Finance, Management, Strategic Planning
Education
City University of New York-Brooklyn College 1982 — 1985
BS, Accounting
Canarsie High
Darcy Duncan Darcy Duncan's Merrill Lynch & Co., Inc. Experience June 2005 - September 2006
Job Executive Assistant to EVP at Avanade Inc.
Industry Information Technology and Services
Experience
Avanade, Inc October 2007 - Present
Bill & Melinda Gates Foundation October 2006 - October 2007
Merrill Lynch & Co., Inc June 2005 - September 2006
Guardianship Services July 2003 - February 2005
US Peace Corps 2001 - 2003
Skills
Program Management, Event Planning, Team Building, Budgets, Management, Project Planning, Microsoft Office, Business Development, PowerPoint, Nonprofits, Analysis, Editing, Research, SharePoint, Project Management
Education
University of Washington 2009 — 2010
Project Management Certification Course
University of Montana 1997 — 2000
BS, Business Administration
Avanade, Inc October 2007 - Present
Bill & Melinda Gates Foundation October 2006 - October 2007
Merrill Lynch & Co., Inc June 2005 - September 2006
Guardianship Services July 2003 - February 2005
US Peace Corps 2001 - 2003
Skills
Program Management, Event Planning, Team Building, Budgets, Management, Project Planning, Microsoft Office, Business Development, PowerPoint, Nonprofits, Analysis, Editing, Research, SharePoint, Project Management
Education
University of Washington 2009 — 2010
Project Management Certification Course
University of Montana 1997 — 2000
BS, Business Administration
Isaac Levy, MBA, PMP® Isaac Levy, MBA, PMP®'s Merrill Lynch & Co., Inc. Experience February 1996 - July 2001
Job ProgramProjectProductImplementationIntegration Manager at Technology Solutions USA LLC
Industry Financial Services
Experience
Technology Solutions USA LLC December 2008 - Present
Caxton Associates July 2001 - November 2008
Merrill Lynch & Co., Inc. February 1996 - July 2001
Morgan Stanley & Co., Inc September 1992 - February 1996
MegaByte Solutions September 1990 - September 1992
American Management Systems, Inc July 1989 - September 1992
Hunter College September 1989 - June 1990
Tadiran, Israel Electronics Industries LTD January 1983 - January 1985
Goshen EIE LTD May 1982 - January 1983
Israeli Air Force May 1978 - May 1982
Skills
Trading Systems, Order Management..., Equities, Electronic Trading, Trading, Analytics, Fixed Income, Investment Management, Risk Management, Business Analysis, Derivatives, Integration, Asset Management, Hedge Funds, IT Management, Financial Risk, Software Development, Project Management, Management, Product Management, Options, Financial Markets, Leadership, Strategy, Software Documentation, Vendor Management, Capital Markets, Analysis, Enterprise Software, Testing, Middle Office, Bloomberg, Program Management, Investments, Outsourcing, Order Management
Education
Baruch College, City University of New York (CUNY) 1997 — 1997
Completed most of coursework towards M.S. in Financial Accounting
Baruch College, City University of New York (CUNY) 1991 — 1996
M.B.A, Investment and Finance
University of Colorado Denver 1990 — 1990
Coursework towards M.S. in Computer Information Systems
Columbia University in the City of New York 1989 — 1989
Coursework towards M.S. in Computer Science
City University of New York-Hunter College 1985 — 1989
B.A., Major Computer Science Minor: Economics
Technion - Israel Institute of Technology 1977 — 1978
A.S., Electronics
Technion - Israel Institute of Technology
Technology Solutions USA LLC December 2008 - Present
Caxton Associates July 2001 - November 2008
Merrill Lynch & Co., Inc. February 1996 - July 2001
Morgan Stanley & Co., Inc September 1992 - February 1996
MegaByte Solutions September 1990 - September 1992
American Management Systems, Inc July 1989 - September 1992
Hunter College September 1989 - June 1990
Tadiran, Israel Electronics Industries LTD January 1983 - January 1985
Goshen EIE LTD May 1982 - January 1983
Israeli Air Force May 1978 - May 1982
Skills
Trading Systems, Order Management..., Equities, Electronic Trading, Trading, Analytics, Fixed Income, Investment Management, Risk Management, Business Analysis, Derivatives, Integration, Asset Management, Hedge Funds, IT Management, Financial Risk, Software Development, Project Management, Management, Product Management, Options, Financial Markets, Leadership, Strategy, Software Documentation, Vendor Management, Capital Markets, Analysis, Enterprise Software, Testing, Middle Office, Bloomberg, Program Management, Investments, Outsourcing, Order Management
Education
Baruch College, City University of New York (CUNY) 1997 — 1997
Completed most of coursework towards M.S. in Financial Accounting
Baruch College, City University of New York (CUNY) 1991 — 1996
M.B.A, Investment and Finance
University of Colorado Denver 1990 — 1990
Coursework towards M.S. in Computer Information Systems
Columbia University in the City of New York 1989 — 1989
Coursework towards M.S. in Computer Science
City University of New York-Hunter College 1985 — 1989
B.A., Major Computer Science Minor: Economics
Technion - Israel Institute of Technology 1977 — 1978
A.S., Electronics
Technion - Israel Institute of Technology
Jason Robert Kasper, CPA, MSA Jason Robert Kasper, CPA, MSA's Merrill Lynch & Co., Inc. Experience June 2007 - August 2007
Job Sr. Financial Analyst at AIG
Industry Financial Services
Experience
AIG May 2014 - Present
Citi December 2012 - April 2014
PricewaterhouseCoopers September 2010 - December 2012
PricewaterhouseCoopers June 2009 - August 2009
Pratt & Whitney- A United Technologies Company May 2008 - August 2008
Merrill Lynch & Co., Inc. June 2007 - August 2007
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, US GAAP, Financial Accounting, Assurance, External Audit, GAAP, Big 4, Corporate Finance, Finance, CPA, Analysis, Strategic Financial..., Financial Modeling
Education
F.W. Olin Graduate School of Business
Master of Science (M.S.), Accounting
Babson College
Bachelor's degree, Business Administration & Accounting
Choate Rosemary Hall 2001 — 2005
High School Diploma
AIG May 2014 - Present
Citi December 2012 - April 2014
PricewaterhouseCoopers September 2010 - December 2012
PricewaterhouseCoopers June 2009 - August 2009
Pratt & Whitney- A United Technologies Company May 2008 - August 2008
Merrill Lynch & Co., Inc. June 2007 - August 2007
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, US GAAP, Financial Accounting, Assurance, External Audit, GAAP, Big 4, Corporate Finance, Finance, CPA, Analysis, Strategic Financial..., Financial Modeling
Education
F.W. Olin Graduate School of Business
Master of Science (M.S.), Accounting
Babson College
Bachelor's degree, Business Administration & Accounting
Choate Rosemary Hall 2001 — 2005
High School Diploma
Jason Schaeffer's Merrill Lynch & Co., Inc. Experience November 1996 - February 2000
Job Executive Director, Media at Sony Pictures Entertainment
Industry Online Media
Experience
Sony Pictures Entertainment January 2013 - Present
The Walt Disney Company December 2008 - November 2012
Time Inc (CNNMoney.com) 2007 - 2008
Dow Jones September 2000 - July 2007
Merrill Lynch & Co., Inc. November 1996 - February 2000
Lepercq, de Neuflize August 1995 - November 1996
Skills
Online Marketing, Digital Marketing, Team Building, Internet Strategy, Web Analytics, Business Development, Strategic Partnerships, Project Management, E-commerce, Digital Media, Mobile Devices, Market Analysis, Sales Management, Online Advertising, Web Content Management, Marketing Strategy, Digital Strategy, Mobile Internet, Website Development, SaaS, Customer Retention, Mobile Applications, Thought Leadership, Content Strategy, New Media, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2006
MBA, Strategy
Bucknell University 1992 — 1995
Bachelor’s Degree, Economics
Sony Pictures Entertainment January 2013 - Present
The Walt Disney Company December 2008 - November 2012
Time Inc (CNNMoney.com) 2007 - 2008
Dow Jones September 2000 - July 2007
Merrill Lynch & Co., Inc. November 1996 - February 2000
Lepercq, de Neuflize August 1995 - November 1996
Skills
Online Marketing, Digital Marketing, Team Building, Internet Strategy, Web Analytics, Business Development, Strategic Partnerships, Project Management, E-commerce, Digital Media, Mobile Devices, Market Analysis, Sales Management, Online Advertising, Web Content Management, Marketing Strategy, Digital Strategy, Mobile Internet, Website Development, SaaS, Customer Retention, Mobile Applications, Thought Leadership, Content Strategy, New Media, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2006
MBA, Strategy
Bucknell University 1992 — 1995
Bachelor’s Degree, Economics
Brian Ely, PMP's Merrill Lynch & Co., Inc. Experience December 2001 - November 2006
Job Sr. Project Manager at Aon Centre for Innovation and Analytics
Industry Information Technology and Services
Experience
Aon Centre for Innovation and Analytics September 2011 - Present
Merrill Lynch April 2010 - August 2011
Merrill Lynch November 2007 - November 2009
Educational Testing Services December 2006 - April 2007
Merrill Lynch & Co, Inc. December 2001 - November 2006
State Street Corp. September 2001 - December 2001
Merrill Lynch & Co., Inc. September 2000 - December 2000
Myxa Corp. April 2000 - September 2000
Bristol-Myers Squibb July 1999 - April 2000
Dow Jones & Co. April 1997 - July 1999
Skills
Certified Project..., Microsoft Office, SharePoint
Education
Villanova University 2006 — 2007
Masters, Project Management
Philadelphia University 1986 — 1990
MBA, Finance
Temple University 1976 — 1981
BBA, Computer Sciences
Aon Centre for Innovation and Analytics September 2011 - Present
Merrill Lynch April 2010 - August 2011
Merrill Lynch November 2007 - November 2009
Educational Testing Services December 2006 - April 2007
Merrill Lynch & Co, Inc. December 2001 - November 2006
State Street Corp. September 2001 - December 2001
Merrill Lynch & Co., Inc. September 2000 - December 2000
Myxa Corp. April 2000 - September 2000
Bristol-Myers Squibb July 1999 - April 2000
Dow Jones & Co. April 1997 - July 1999
Skills
Certified Project..., Microsoft Office, SharePoint
Education
Villanova University 2006 — 2007
Masters, Project Management
Philadelphia University 1986 — 1990
MBA, Finance
Temple University 1976 — 1981
BBA, Computer Sciences
Arthur Wasson's Merrill Lynch & Co., Inc. Experience February 1996 - April 2008
Job SVP, Global Treasury Management at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Joe Casey's Merrill Lynch & Co., Inc. Experience 2002 - 2004
Job Executive Coach | Leadership Development
Industry Professional Training & Coaching
Experience
Princeton Executive Coaching December 2009 - Present
Merrill Lynch February 2008 - May 2009
Merrill Lynch and Co., Inc. April 2005 - January 2008
Merrill Lynch & Co., Inc. 2002 - 2004
Merrill Lynch Global Private Client 1992 - 2001
Merrill Lynch June 1983 - January 1992
Skills
Executive Coaching, Leadership, Strategy, Leadership Development, Coaching, Culture Change, Executive Development, Human Resources, Training, Management, Career Counseling, Personnel Management, Career Development, Talent Management, Organizational..., Organizational..., Workshop Facilitation, Succession Planning, Team Building, Emotional Intelligence, Employee Engagement, Performance Management, Strategic Planning
Education
Columbia University in the City of New York 2010 — 2011
Executive and Organizational Coaching Certification Program
Middlesex University - London 2009 — 2010
MA, Executive Coaching
University of Pennsylvania 1988 — 1993
MS
University of Massachusetts, Amherst 1977 — 1980
BA, Psychology
Princeton Executive Coaching December 2009 - Present
Merrill Lynch February 2008 - May 2009
Merrill Lynch and Co., Inc. April 2005 - January 2008
Merrill Lynch & Co., Inc. 2002 - 2004
Merrill Lynch Global Private Client 1992 - 2001
Merrill Lynch June 1983 - January 1992
Skills
Executive Coaching, Leadership, Strategy, Leadership Development, Coaching, Culture Change, Executive Development, Human Resources, Training, Management, Career Counseling, Personnel Management, Career Development, Talent Management, Organizational..., Organizational..., Workshop Facilitation, Succession Planning, Team Building, Emotional Intelligence, Employee Engagement, Performance Management, Strategic Planning
Education
Columbia University in the City of New York 2010 — 2011
Executive and Organizational Coaching Certification Program
Middlesex University - London 2009 — 2010
MA, Executive Coaching
University of Pennsylvania 1988 — 1993
MS
University of Massachusetts, Amherst 1977 — 1980
BA, Psychology
Bryan T. Mullins's Merrill Lynch & Co., Inc. Experience 2002 - 2003
Job Regional Sales Engineer at RACO International
Industry Machinery
Experience
RACO International, LP 2013 - Present
Transatlantic Executive Consulting 2009 - Present
Bombardier Inc. 2010 - 2010
The Bank of New York Mellon Corporation 2007 - 2009
PricewaterhouseCoopers LLP 2005 - 2005
Merrill Lynch & Co., Inc. 2002 - 2003
Deutsche Bank AG 2000 - 2001
CEB Inc. 1995 - 1998
German Parliament 1994 - 1995
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
M.B.A.
Carnegie Mellon University - H. John Heinz III College 2003 — 2004
S.M.
University of Michigan 1990 — 1994
A.B.
RACO International, LP 2013 - Present
Transatlantic Executive Consulting 2009 - Present
Bombardier Inc. 2010 - 2010
The Bank of New York Mellon Corporation 2007 - 2009
PricewaterhouseCoopers LLP 2005 - 2005
Merrill Lynch & Co., Inc. 2002 - 2003
Deutsche Bank AG 2000 - 2001
CEB Inc. 1995 - 1998
German Parliament 1994 - 1995
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
M.B.A.
Carnegie Mellon University - H. John Heinz III College 2003 — 2004
S.M.
University of Michigan 1990 — 1994
A.B.
Elaine Kimberley's Merrill Lynch & Co., Inc. Experience November 2004 - February 2009
Job Division Director, Business Operational Risk Management, Energy Markets
Industry Oil & Energy
Experience
Macquarie Energy Markets Division February 2009 - Present
Bank of America January 2009 - February 2009
Merrill Lynch Commodities November 2004 - February 2009
Merrill Lynch & Co., Inc. November 2004 - February 2009
Merrill Lynch Commodites, Inc. 2001 - 2009
Delinea Corporation 2001 - 2004
CBSI 1998 - 2001
Intergraph Corp 1988 - 1998
Intergraph 1988 - 1998
Skills
Risk Management, Commodity Markets, Business Analysis, Business Process..., Energy, Program Management, SDLC, IT Strategy, PMP, Vendor Management, Portfolio Management, Project Management, Change Management, Process Improvement, Software Project..., Financial Analysis, Integration, Requirements Analysis
Education
Walden University 2005 — 2007
MBA, Finance&International Business
UCL 1978 — 1980
MSc, Survey Engineering
University of Aberdeen 1974 — 1978
BSC, Geography
St. Michael's Academy, Kilwinning 1968 — 1974
NA, Science
Macquarie Energy Markets Division February 2009 - Present
Bank of America January 2009 - February 2009
Merrill Lynch Commodities November 2004 - February 2009
Merrill Lynch & Co., Inc. November 2004 - February 2009
Merrill Lynch Commodites, Inc. 2001 - 2009
Delinea Corporation 2001 - 2004
CBSI 1998 - 2001
Intergraph Corp 1988 - 1998
Intergraph 1988 - 1998
Skills
Risk Management, Commodity Markets, Business Analysis, Business Process..., Energy, Program Management, SDLC, IT Strategy, PMP, Vendor Management, Portfolio Management, Project Management, Change Management, Process Improvement, Software Project..., Financial Analysis, Integration, Requirements Analysis
Education
Walden University 2005 — 2007
MBA, Finance&International Business
UCL 1978 — 1980
MSc, Survey Engineering
University of Aberdeen 1974 — 1978
BSC, Geography
St. Michael's Academy, Kilwinning 1968 — 1974
NA, Science
Gail Goddard's Merrill Lynch & Co., Inc. Experience 1987 - 1991
Job Law Practice Professional
Industry Law Practice
Experience
Merrill Lynch & Co., Inc. 1987 - 1991
Education
Indiana University-Purdue University at Indianapolis 2003 — 2007
JD, Tax/ Corporate
Indiana University Robert H. McKinney School of Law 2003 — 2006
JD, Law
University of Indianapolis 2002 — 2006
Merrill Lynch & Co., Inc. 1987 - 1991
Education
Indiana University-Purdue University at Indianapolis 2003 — 2007
JD, Tax/ Corporate
Indiana University Robert H. McKinney School of Law 2003 — 2006
JD, Law
University of Indianapolis 2002 — 2006
James Longwell's Merrill Lynch & Co., Inc. Experience 1988 - 1991
Job Principal at Longwell Consulting LLC
Industry Management Consulting
Experience
Longwell Consulting LLC 2011 - Present
Arc Partners Inc. 2004 - 2011
Swiss Bank Corporation / UBS AG 1996 - 2003
Merrill Lynch & Co., Inc. 1988 - 1991
Education
University at Albany, SUNY 1994 — 1996
MA, Cultural Anthropology
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, International Business/Finance
Rensselaer Polytechnic Institute 1983 — 1987
B.S., Management
Longwell Consulting LLC 2011 - Present
Arc Partners Inc. 2004 - 2011
Swiss Bank Corporation / UBS AG 1996 - 2003
Merrill Lynch & Co., Inc. 1988 - 1991
Education
University at Albany, SUNY 1994 — 1996
MA, Cultural Anthropology
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, International Business/Finance
Rensselaer Polytechnic Institute 1983 — 1987
B.S., Management
Teleky, Tibor's Merrill Lynch & Co., Inc. Experience 2001 - 2006
Job Owner at Princeton Soccer Experience
Industry Financial Services
Experience
Princeton Soccer Experience January 2013 - Present
Silver Management 2006 - 2012
Merrill Lynch & Co., Inc. 2001 - 2006
Skills
Strategy, Outsourcing, Corporate Finance, Management Consulting, Fixed Income, Business Strategy, Financial Modeling, Portfolio Management, Financial Analysis, Risk Management, Capital Markets, Equities, Investment Banking, Investments, Wealth Management, Valuation, Securities, Business Analysis, Financial Services, Due Diligence, Private Equity, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Asset Management, Banking, Financial Markets, Hedge Funds, Strategic Financial..., Business Valuation, Investment Management, Series 7, Options, Trading, Series 63
Education
Central European University 2006 — 2007
MBA
Rutgers University-New Brunswick 1997 — 2001
Finance
Princeton Soccer Experience January 2013 - Present
Silver Management 2006 - 2012
Merrill Lynch & Co., Inc. 2001 - 2006
Skills
Strategy, Outsourcing, Corporate Finance, Management Consulting, Fixed Income, Business Strategy, Financial Modeling, Portfolio Management, Financial Analysis, Risk Management, Capital Markets, Equities, Investment Banking, Investments, Wealth Management, Valuation, Securities, Business Analysis, Financial Services, Due Diligence, Private Equity, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Asset Management, Banking, Financial Markets, Hedge Funds, Strategic Financial..., Business Valuation, Investment Management, Series 7, Options, Trading, Series 63
Education
Central European University 2006 — 2007
MBA
Rutgers University-New Brunswick 1997 — 2001
Finance
Peter Flanagan's Merrill Lynch & Co., Inc. Experience June 2007 - July 2008
Job Relationship Manager at Citi
Industry Financial Services
Experience
Citigroup, Inc. June 2009 - July 2015
Old Greenwich Capital Partners, L.P. August 2008 - June 2009
Merrill Lynch & Co., Inc. June 2007 - July 2008
Deutsche Bank March 2006 - October 2006
Education
Columbia University
Boston University 2001 — 2005
The Hill School 1999 — 2001
Citigroup, Inc. June 2009 - July 2015
Old Greenwich Capital Partners, L.P. August 2008 - June 2009
Merrill Lynch & Co., Inc. June 2007 - July 2008
Deutsche Bank March 2006 - October 2006
Education
Columbia University
Boston University 2001 — 2005
The Hill School 1999 — 2001
Susannah Vukosa, CFP®'s Merrill Lynch & Co., Inc. Experience October 2007 - June 2010
Job Vice President at The Presidio Group, LLC
Industry Financial Services
Experience
The Presidio Group, LLC February 2011 - Present
Merrill Lynch & Co., Inc October 2007 - June 2010
Merrill Lynch & Co., Inc August 2006 - October 2007
First Market Bank November 2004 - August 2006
Skills
Monte Carlo Simulation, Asset Managment, Management, Alternative Investments, Team Building, High Net Worth..., Salesforce.com, Separately Managed..., Personal Financial..., Equities, Equity Trading, Mutual Funds, mutual fund trading, Personal Banking, Portfolio Management, Investments, Series 7, Customer Service, Risk Management, Asset Management, Employee Benefits, Investment Strategies, Series 63, Asset Allocation, Investment Management, Retirement Planning, Small Business, Loans, Relationship Management, FINRA, Finance, Private Equity, Equity Research, Due Diligence, Capital Markets, Financial Risk, Manage Client..., Corporate Finance, IRAs, ETFs, Morningstar, Brokerage, Investment Advisory, 401k, Corporate Development, Investment Banking, Bloomberg Terminal, Bonds, Client Relations, Wealth Management
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science (BS), International Management & Spanish
San Francisco State University 2009 — 2010
Executive Certificate in Financial Planning, College of Extended Learning
Universidad de Salamanca 2001 — 2001
Spanish and Iberian Studies
The Presidio Group, LLC February 2011 - Present
Merrill Lynch & Co., Inc October 2007 - June 2010
Merrill Lynch & Co., Inc August 2006 - October 2007
First Market Bank November 2004 - August 2006
Skills
Monte Carlo Simulation, Asset Managment, Management, Alternative Investments, Team Building, High Net Worth..., Salesforce.com, Separately Managed..., Personal Financial..., Equities, Equity Trading, Mutual Funds, mutual fund trading, Personal Banking, Portfolio Management, Investments, Series 7, Customer Service, Risk Management, Asset Management, Employee Benefits, Investment Strategies, Series 63, Asset Allocation, Investment Management, Retirement Planning, Small Business, Loans, Relationship Management, FINRA, Finance, Private Equity, Equity Research, Due Diligence, Capital Markets, Financial Risk, Manage Client..., Corporate Finance, IRAs, ETFs, Morningstar, Brokerage, Investment Advisory, 401k, Corporate Development, Investment Banking, Bloomberg Terminal, Bonds, Client Relations, Wealth Management
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science (BS), International Management & Spanish
San Francisco State University 2009 — 2010
Executive Certificate in Financial Planning, College of Extended Learning
Universidad de Salamanca 2001 — 2001
Spanish and Iberian Studies
Kevin Reevey's Merrill Lynch & Co., Inc. Experience August 1992 - 1994
Job Managing Director, Private Equity at FSI Group
Industry Investment Management
Experience
FSI Group, LLC. March 2007 - Present
Ryan Beck & Co. April 2003 - February 2007
Putnam Lovell NBF Securities April 2002 - February 2003
Sterling Financial Investment Group, Inc. June 1999 - April 2002
Advest, Inc. April 1995 - March 1999
Merrill Lynch & Co., Inc. August 1992 - 1994
HSBC Americas (formerly Marine Midland Bank) August 1987 - 1990
Skills
Private Equity, Mergers & Acquisitions, Finance, Investment Banking, Investments, Investment Management, Equities, Equity Research, Financial Services, Business Development, Financial Modeling, Capital Markets, Corporate Development, Management, Financial Analysis, Portfolio Management, Banking, Credit Analysis, Corporate Finance, Board of Director..., Fundraising, Public Speaking, Team Building, Mergers, Valuation, Strategy, Mutual Funds, Hedge Funds, M&A, Alternative Investments, Venture Capital, Emerging Markets, Team Leadership, Project Management, Board of Directors, Leadership, Initial Public Offerings, IPO
Education
Harvard Business School 1990 — 1992
MBA, Finance & General Management
New York University - Leonard N. Stern School of Business 1983 — 1987
BS, Business Administration
FSI Group, LLC. March 2007 - Present
Ryan Beck & Co. April 2003 - February 2007
Putnam Lovell NBF Securities April 2002 - February 2003
Sterling Financial Investment Group, Inc. June 1999 - April 2002
Advest, Inc. April 1995 - March 1999
Merrill Lynch & Co., Inc. August 1992 - 1994
HSBC Americas (formerly Marine Midland Bank) August 1987 - 1990
Skills
Private Equity, Mergers & Acquisitions, Finance, Investment Banking, Investments, Investment Management, Equities, Equity Research, Financial Services, Business Development, Financial Modeling, Capital Markets, Corporate Development, Management, Financial Analysis, Portfolio Management, Banking, Credit Analysis, Corporate Finance, Board of Director..., Fundraising, Public Speaking, Team Building, Mergers, Valuation, Strategy, Mutual Funds, Hedge Funds, M&A, Alternative Investments, Venture Capital, Emerging Markets, Team Leadership, Project Management, Board of Directors, Leadership, Initial Public Offerings, IPO
Education
Harvard Business School 1990 — 1992
MBA, Finance & General Management
New York University - Leonard N. Stern School of Business 1983 — 1987
BS, Business Administration
Mike Gujda's Merrill Lynch & Co., Inc. Experience May 1994 - May 1997
Job Audit Group Manager at TD
Industry Banking
Experience
TD January 2014 - Present
TD Bank May 2009 - January 2014
TD Bank April 2006 - March 2009
TD Bank May 2004 - April 2006
Deutsche Bank May 1997 - May 2004
Merrill Lynch & Co., Inc. May 1994 - May 1997
Merrill Lynch Asset Management November 1991 - May 1994
Skills
Audit, Series 7, Internal Audit, Internal Controls, Series 24, Broker-Dealer, Private Banking, Fiduciary Services, SOX Compliancy, Operational Risk..., Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Credit Risk, Financial Services, Banking, Enterprise Risk..., AML, External Audit, IT Audit, Risk Management, Financial Analysis, Sarbanes-Oxley, Auditing, CPA, Due Diligence, Operational Risk, Financial Modeling, Hedge Funds, Financial Reporting, Cash Management, CISA, SEC filings
Education
Lehigh University - College of Business and Economics 1987 — 1991
BS, Accounting
Holy Ghost Preparatory School 1983 — 1987
Bristol High School
TD January 2014 - Present
TD Bank May 2009 - January 2014
TD Bank April 2006 - March 2009
TD Bank May 2004 - April 2006
Deutsche Bank May 1997 - May 2004
Merrill Lynch & Co., Inc. May 1994 - May 1997
Merrill Lynch Asset Management November 1991 - May 1994
Skills
Audit, Series 7, Internal Audit, Internal Controls, Series 24, Broker-Dealer, Private Banking, Fiduciary Services, SOX Compliancy, Operational Risk..., Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Credit Risk, Financial Services, Banking, Enterprise Risk..., AML, External Audit, IT Audit, Risk Management, Financial Analysis, Sarbanes-Oxley, Auditing, CPA, Due Diligence, Operational Risk, Financial Modeling, Hedge Funds, Financial Reporting, Cash Management, CISA, SEC filings
Education
Lehigh University - College of Business and Economics 1987 — 1991
BS, Accounting
Holy Ghost Preparatory School 1983 — 1987
Bristol High School
Libby Liu's Merrill Lynch & Co., Inc. Experience May 2000 - August 2000
Job Finance Manager
Industry Pharmaceuticals
Experience
Affinion Group June 2010 - November 2010
PFIZER INC December 2003 - September 2006
PHOENIX HOUSE November 2002 - December 2003
GORDIAN GROUP, LLC June 2001 - March 2002
MERRILL LYNCH & CO., INC May 2000 - August 2000
MERRILL LYNCH & CO., INC June 1996 - July 1999
Skills
Financial Modeling, Financial Analysis, Communication, Finance, Leadership, Cross-functional Team..., Analysis, Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Massachusetts, Amherst 1994 — 1996
BA, Economics
Albion College 1992 — 1994
Economics, Management
Affinion Group June 2010 - November 2010
PFIZER INC December 2003 - September 2006
PHOENIX HOUSE November 2002 - December 2003
GORDIAN GROUP, LLC June 2001 - March 2002
MERRILL LYNCH & CO., INC May 2000 - August 2000
MERRILL LYNCH & CO., INC June 1996 - July 1999
Skills
Financial Modeling, Financial Analysis, Communication, Finance, Leadership, Cross-functional Team..., Analysis, Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Massachusetts, Amherst 1994 — 1996
BA, Economics
Albion College 1992 — 1994
Economics, Management
Terry DeMonbrun, CFP®'s Merrill Lynch & Co., Inc. Experience 1986 - 2007
Job Financial Planner
Industry Financial Services
Experience
Independent February 2011 - Present
Stacey Braun Associates, Inc. January 2008 - January 2011
Merrill Lynch & Co., Inc. 1986 - 2007
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Equities, Asset Allocation, Series 63, Securities, Fixed Income, Investments, Portfolio Management, Alternative Investments, Financial Advisory, Strategic Financial..., ETFs, Financial Services, Derivatives, Financial Planning
Education
New York University - Leonard N. Stern School of Business
BS, Finance
Fordham University
Masters of Social Work
Independent February 2011 - Present
Stacey Braun Associates, Inc. January 2008 - January 2011
Merrill Lynch & Co., Inc. 1986 - 2007
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Equities, Asset Allocation, Series 63, Securities, Fixed Income, Investments, Portfolio Management, Alternative Investments, Financial Advisory, Strategic Financial..., ETFs, Financial Services, Derivatives, Financial Planning
Education
New York University - Leonard N. Stern School of Business
BS, Finance
Fordham University
Masters of Social Work
Doreen Bartnikowski's Merrill Lynch & Co., Inc. Experience January 1994 - March 1998
Job Manager, Global Learning and Development at Pfizer
Industry Pharmaceuticals
Experience
Pfizer June 2014 - Present
Pfizer March 2013 - June 2014
Pfizer April 2004 - April 2013
Merrill Lynch & Co., Inc January 1994 - March 1998
Skills
Pharmaceutical Industry, GMP, Sop, Continuous Improvement, Validation, FDA, Quality Assurance, Manufacturing, CAPA, Regulatory Affairs, Software Documentation, Process Improvement, Biotechnology, Change Control, Six Sigma, Quality System, Cross-functional Team...
Education
State University of New York College at Oneonta 1987 — 1991
Bachelor's Degree, Business Economics
Pfizer June 2014 - Present
Pfizer March 2013 - June 2014
Pfizer April 2004 - April 2013
Merrill Lynch & Co., Inc January 1994 - March 1998
Skills
Pharmaceutical Industry, GMP, Sop, Continuous Improvement, Validation, FDA, Quality Assurance, Manufacturing, CAPA, Regulatory Affairs, Software Documentation, Process Improvement, Biotechnology, Change Control, Six Sigma, Quality System, Cross-functional Team...
Education
State University of New York College at Oneonta 1987 — 1991
Bachelor's Degree, Business Economics
Kenneth Lehmann's Merrill Lynch & Co., Inc. Experience September 2003 - December 2005
Job Vice President Operations Group Manager Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon March 2013 - May 2015
Nomura Securities Intl, Inc January 2012 - March 2013
Nomura Securities Intl, Inc October 2009 - January 2012
Citco Fund Services December 2005 - October 2009
Merrill Lynch & Co., Inc September 2003 - December 2005
Skills
Fixed Income, Middle Office, Collateral Management, Bloomberg, Derivatives, Equities, Hedge Funds, Securities, Back Office, FX Options, Options, Bonds
Education
Ramapo College of New Jersey 2000 — 2003
Bachelors, Business Administration
BNY Mellon May 2015 - Present
BNY Mellon March 2013 - May 2015
Nomura Securities Intl, Inc January 2012 - March 2013
Nomura Securities Intl, Inc October 2009 - January 2012
Citco Fund Services December 2005 - October 2009
Merrill Lynch & Co., Inc September 2003 - December 2005
Skills
Fixed Income, Middle Office, Collateral Management, Bloomberg, Derivatives, Equities, Hedge Funds, Securities, Back Office, FX Options, Options, Bonds
Education
Ramapo College of New Jersey 2000 — 2003
Bachelors, Business Administration
Jeff Shoener's Merrill Lynch & Co., Inc. Experience March 1989 - February 2009
Job Managing Director at The Blackstone Group
Industry Real Estate
Experience
The Blackstone Group April 2014 - Present
Bank of America February 2009 - April 2014
Merrill Lynch & Co., Inc. March 1989 - February 2009
Skills
Real Estate, Portfolio Management, Leases, Corporate Law, Corporate Real Estate, Facilities Management, Strategic Planning, Management, Project Management, Financial Institutions, Data Center, Asset Managment, Series 7, Capital Markets, Program Management, Risk Management
Education
Bucknell University 1979 — 1982
Bucknell University 1978 — 1982
BA, History/Philosophy
Sewickley Academy 1968 — 1978
The Blackstone Group April 2014 - Present
Bank of America February 2009 - April 2014
Merrill Lynch & Co., Inc. March 1989 - February 2009
Skills
Real Estate, Portfolio Management, Leases, Corporate Law, Corporate Real Estate, Facilities Management, Strategic Planning, Management, Project Management, Financial Institutions, Data Center, Asset Managment, Series 7, Capital Markets, Program Management, Risk Management
Education
Bucknell University 1979 — 1982
Bucknell University 1978 — 1982
BA, History/Philosophy
Sewickley Academy 1968 — 1978
John Levitt's Merrill Lynch & Co., Inc. Experience August 1997 - June 1998
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Infocentric Technologies December 2006 - Present
Infocentric Technologies, LLC July 2006 - Present
Bear, Stearns & Co May 2006 - December 2006
JPMorgan Chase 2005 - 2006
Finetix, LLC May 2003 - August 2004
Lehman Brothers, Inc August 1999 - May 2003
Deutsche Bank Securities NA, Inc June 1998 - August 1999
Merrill Lynch & Co., Inc August 1997 - June 1998
AT&T May 1993 - August 1997
UPS August 1990 - May 1993
Skills
C#, .NET, XML
Education
Drexel University
BS, Electrical Engineering
New York University - Stern School of Business
MBA, Finance, Information Systems and International Business
Infocentric Technologies December 2006 - Present
Infocentric Technologies, LLC July 2006 - Present
Bear, Stearns & Co May 2006 - December 2006
JPMorgan Chase 2005 - 2006
Finetix, LLC May 2003 - August 2004
Lehman Brothers, Inc August 1999 - May 2003
Deutsche Bank Securities NA, Inc June 1998 - August 1999
Merrill Lynch & Co., Inc August 1997 - June 1998
AT&T May 1993 - August 1997
UPS August 1990 - May 1993
Skills
C#, .NET, XML
Education
Drexel University
BS, Electrical Engineering
New York University - Stern School of Business
MBA, Finance, Information Systems and International Business
Sander Jacobowitz's Merrill Lynch & Co., Inc. Experience June 1992 - August 1994
Job Real Estate Finance Professional
Industry Real Estate
Experience
Hidrock Realty Inc. November 2011 - Present
Leo Josephs & Company, Inc. December 2009 - November 2011
McCarter & English, LLP, Newark, NJ December 2005 - February 2008
Reed Smith LLP, New York, NY September 1998 - November 2005
Superior Court of New Jersey, New Brunswick, NJ September 1997 - August 1998
Merrill Lynch & Co., Inc. June 1992 - August 1994
Education
New York University 2008 — 2009
MS - Real Estate, Real Estate
Rutgers University School of Law - Camden 1994 — 1997
JD, Law
Rutgers University-New Brunswick 1987 — 1992
BA, Political Science
Hidrock Realty Inc. November 2011 - Present
Leo Josephs & Company, Inc. December 2009 - November 2011
McCarter & English, LLP, Newark, NJ December 2005 - February 2008
Reed Smith LLP, New York, NY September 1998 - November 2005
Superior Court of New Jersey, New Brunswick, NJ September 1997 - August 1998
Merrill Lynch & Co., Inc. June 1992 - August 1994
Education
New York University 2008 — 2009
MS - Real Estate, Real Estate
Rutgers University School of Law - Camden 1994 — 1997
JD, Law
Rutgers University-New Brunswick 1987 — 1992
BA, Political Science
A. Neil Ferman's Merrill Lynch & Co., Inc. Experience 1992 - 2008
Job PM/PMO Systems Applications Technologist
Industry Information Technology and Services
Experience
Merrill Lynch & Co., Inc. 1992 - 2008
Merrill Lynch 1992 - 2008
Education
Iona College
MS, Finance -MIS
Pace University, Post MBA certificate - Systems technology and programming
MIS - financial applications and programming
Merrill Lynch & Co., Inc. 1992 - 2008
Merrill Lynch 1992 - 2008
Education
Iona College
MS, Finance -MIS
Pace University, Post MBA certificate - Systems technology and programming
MIS - financial applications and programming
David Lipner's Merrill Lynch & Co., Inc. Experience 2006 - 2009
Job Vice President Strategic Planning and Analysis
Industry Financial Services
Experience
SONGS Music Publishing October 2014 - Present
HBO January 2009 - October 2014
Merrill Lynch & Co., Inc 2006 - 2009
KPMG US 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Analysis, Accounting, Equity Research, Corporate Finance, Financial Reporting, Valuation, Finance, Equities
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting; Finance
Marlboro High School
SONGS Music Publishing October 2014 - Present
HBO January 2009 - October 2014
Merrill Lynch & Co., Inc 2006 - 2009
KPMG US 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Analysis, Accounting, Equity Research, Corporate Finance, Financial Reporting, Valuation, Finance, Equities
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting; Finance
Marlboro High School
Mark Vivanco's Merrill Lynch & Co., Inc. Experience January 1996 - February 2002
Job Seeking a new opportunity as a Director of Application Development
Industry Information Technology and Services
Experience
Synergis Technologies November 2007 - June 2015
Leading Edge Martial Arts 2007 - 2014
Black Dog Software Group, Inc January 2004 - November 2007
Website51.com, Inc. February 2002 - January 2004
Merrill Lynch & Co., Inc. January 1996 - February 2002
Dow Jones Telerate February 1992 - January 1996
Skills
Integration, JavaScript, Software Development, Databases, Oracle, .NET, Management, Scrum, XML, Microsoft SQL Server, Agile, Patterns, Angular, MVC, Java, C#, Magento
Education
New York Institute of Technology 1984 — 1991
Bachelor of Science, Computer Science
New York Institute of Technology-Old Westbury 1984 — 1991
Bachelor's of Computer Science, Computer Science, Bachelor
Synergis Technologies November 2007 - June 2015
Leading Edge Martial Arts 2007 - 2014
Black Dog Software Group, Inc January 2004 - November 2007
Website51.com, Inc. February 2002 - January 2004
Merrill Lynch & Co., Inc. January 1996 - February 2002
Dow Jones Telerate February 1992 - January 1996
Skills
Integration, JavaScript, Software Development, Databases, Oracle, .NET, Management, Scrum, XML, Microsoft SQL Server, Agile, Patterns, Angular, MVC, Java, C#, Magento
Education
New York Institute of Technology 1984 — 1991
Bachelor of Science, Computer Science
New York Institute of Technology-Old Westbury 1984 — 1991
Bachelor's of Computer Science, Computer Science, Bachelor
Yvonne Seto's Merrill Lynch & Co., Inc. Experience 2006 - 2008
Job VP, Security ServicesProduct Management at Bank of America
Industry Financial Services
Experience
Bank of America November 2009 - Present
Interchanges.com September 2009 - October 2009
Signs Plus August 2008 - September 2009
Merrill Lynch & Co., Inc. 2006 - 2008
AT&T, Inc. 2001 - 2006
Merrill Lynch & Co., Inc. 1978 - 2001
Education
Pace University
Computer Science
Bank of America November 2009 - Present
Interchanges.com September 2009 - October 2009
Signs Plus August 2008 - September 2009
Merrill Lynch & Co., Inc. 2006 - 2008
AT&T, Inc. 2001 - 2006
Merrill Lynch & Co., Inc. 1978 - 2001
Education
Pace University
Computer Science
Andrea Pozzi's Merrill Lynch & Co., Inc. Experience 2000 - 2003
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup April 2005 - Present
Munich Re Capital Magnagement 2003 - 2005
Merrill Lynch & Co., Inc. 2000 - 2003
PricewaterhouseCoopers February 1998 - April 2000
Ernst & Young 1997 - 1998
Education
The University of Chicago 1992 — 1994
MBA, Finance, International Business
McGill University 1980 — 1985
BA
Citigroup April 2005 - Present
Munich Re Capital Magnagement 2003 - 2005
Merrill Lynch & Co., Inc. 2000 - 2003
PricewaterhouseCoopers February 1998 - April 2000
Ernst & Young 1997 - 1998
Education
The University of Chicago 1992 — 1994
MBA, Finance, International Business
McGill University 1980 — 1985
BA
Karen Lanzetta's Merrill Lynch & Co., Inc. Experience October 1994 - February 2002
Job Senior Vice President and Director of Market Research at Envestnet
Industry Financial Services
Experience
Envestnet Asset Management February 2010 - Present
Karen Lanzetta Associates 2009 - February 2010
Merrill Lynch April 2008 - April 2009
Financial Institutions Group - Investment Banking February 2002 - April 2008
Merrill Lynch & Co., Inc October 1994 - February 2002
Equity Markets Strategy January 1989 - October 1994
Capital Markets Administration July 1986 - December 1988
Merrill Lynch March 1981 - July 1986
Treasurer's Office November 1977 - March 1981
Skills
Portfolio Management, Competitive Analysis, Strategic Partnerships, Financial Services, Trading, ETFs, Investment Banking, Equities, Strategy, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Business Development, Asset Management, Market Research
Education
New York Institute of Technology-Old Westbury 1978 — 1981
MBA, Finance
New York Institute of Technology 1974 — 1978
BS, Business Administration
Envestnet Asset Management February 2010 - Present
Karen Lanzetta Associates 2009 - February 2010
Merrill Lynch April 2008 - April 2009
Financial Institutions Group - Investment Banking February 2002 - April 2008
Merrill Lynch & Co., Inc October 1994 - February 2002
Equity Markets Strategy January 1989 - October 1994
Capital Markets Administration July 1986 - December 1988
Merrill Lynch March 1981 - July 1986
Treasurer's Office November 1977 - March 1981
Skills
Portfolio Management, Competitive Analysis, Strategic Partnerships, Financial Services, Trading, ETFs, Investment Banking, Equities, Strategy, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Business Development, Asset Management, Market Research
Education
New York Institute of Technology-Old Westbury 1978 — 1981
MBA, Finance
New York Institute of Technology 1974 — 1978
BS, Business Administration
Sean Schafer's Merrill Lynch & Co., Inc. Experience April 2007 - August 2008
Job Executive Director / Prime Services Team Leader at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase April 2010 - Present
Merrill Lynch & Co., Inc April 2007 - August 2008
Bear, Stearns Securities Corporation February 2005 - April 2007
Deutsche Bank January 2003 - February 2005
IBM January 2001 - January 2003
Skills
Increasing Revenue, Client Relationship..., Team Management, Equities, Bloomberg, Hedge Funds, Options, Investments, Swaps, Prime Brokerage, Due Diligence, Corporate Actions, Settlement, Sales, Emerging Markets, Finance, Fixed Income, Marketing, Alternative Investments, Relationship Management, Securities, Securities Lending, Series 63, CRM, Capital Markets, Credit, Derivatives, Financial Risk, Financial Services, Investment Banking, Series 7, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
BBA, Finance, Economics
JP Morgan Chase April 2010 - Present
Merrill Lynch & Co., Inc April 2007 - August 2008
Bear, Stearns Securities Corporation February 2005 - April 2007
Deutsche Bank January 2003 - February 2005
IBM January 2001 - January 2003
Skills
Increasing Revenue, Client Relationship..., Team Management, Equities, Bloomberg, Hedge Funds, Options, Investments, Swaps, Prime Brokerage, Due Diligence, Corporate Actions, Settlement, Sales, Emerging Markets, Finance, Fixed Income, Marketing, Alternative Investments, Relationship Management, Securities, Securities Lending, Series 63, CRM, Capital Markets, Credit, Derivatives, Financial Risk, Financial Services, Investment Banking, Series 7, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
BBA, Finance, Economics
Teresa J. Larson's Merrill Lynch & Co., Inc. Experience 1987 - 1993
Job Astra Consulting, Inc.
Industry Public Relations and Communications
Experience
Astra Consulting, Inc. 2008 - Present
Washington Lawyers' Committee for Civil Rights and Urban Affairs 2008 - Present
Smith Fairfield Inc. 2000 - 2007
Smithsonian Institution/National Zoological Park 1993 - 2000
Merrill Lynch & Co., Inc. 1987 - 1993
Education
Kansas State University 1979 — 1982
BA, Journalism
Astra Consulting, Inc. 2008 - Present
Washington Lawyers' Committee for Civil Rights and Urban Affairs 2008 - Present
Smith Fairfield Inc. 2000 - 2007
Smithsonian Institution/National Zoological Park 1993 - 2000
Merrill Lynch & Co., Inc. 1987 - 1993
Education
Kansas State University 1979 — 1982
BA, Journalism
Jean Hill's Merrill Lynch & Co., Inc. Experience 2001 - 2003
Job Managing Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal January 2013 - Present
First New York Securities October 2010 - December 2012
Federal Reserve Bank of New York March 2009 - October 2010
Morgan Stanley July 2003 - December 2008
Merrill Lynch & Co., Inc. 2001 - 2003
DLJ 1999 - 2001
CSFB / Credit Suisse 1996 - 1999
Union Bank of Switzerland 1994 - 1996
Education
Fordham University School of Law 1987 — 1991
JD, Juris Doctor
Cornell University 1979 — 1983
BA, Business
Horace Mann
Alvarez & Marsal January 2013 - Present
First New York Securities October 2010 - December 2012
Federal Reserve Bank of New York March 2009 - October 2010
Morgan Stanley July 2003 - December 2008
Merrill Lynch & Co., Inc. 2001 - 2003
DLJ 1999 - 2001
CSFB / Credit Suisse 1996 - 1999
Union Bank of Switzerland 1994 - 1996
Education
Fordham University School of Law 1987 — 1991
JD, Juris Doctor
Cornell University 1979 — 1983
BA, Business
Horace Mann
Joseph Anthony Marchetti's Merrill Lynch & Co., Inc. Experience January 2000 - November 2006
Job Human Resources Payroll Professional
Industry Human Resources
Experience
MERRILL LYNCH & CO., INC. January 2000 - November 2006
MERRILL LYNCH & CO., INC April 1992 - January 2000
MERRILL LYNCH & CO., INC May 1988 - April 1992
Education
Mercer County Community College 2000 — 2001
None, A.A.S CERT in Network Administration and MCSE.
Mercer County Community College 1994 — 1995
None, Computer Science
City University of New York 1983 — 1984
None, Liberal Arts
MERRILL LYNCH & CO., INC. January 2000 - November 2006
MERRILL LYNCH & CO., INC April 1992 - January 2000
MERRILL LYNCH & CO., INC May 1988 - April 1992
Education
Mercer County Community College 2000 — 2001
None, A.A.S CERT in Network Administration and MCSE.
Mercer County Community College 1994 — 1995
None, Computer Science
City University of New York 1983 — 1984
None, Liberal Arts
Justin Morrow, CPA's Merrill Lynch & Co., Inc. Experience May 2006 - August 2006
Job Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP October 2011 - Present
Grant Thornton LLP January 2011 - March 2011
Mac-Gray November 2008 - May 2010
Merrill Lynch & Co., Inc May 2006 - August 2006
Skills
Auditing, SEC filings, US GAAP, Internal Controls, Financial Reporting, CPA
Education
Northeastern University 2010 — 2011
Master of Science, Accounting; Business Administration
Connecticut College 2003 — 2007
Bachelor of Arts, History
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP October 2011 - Present
Grant Thornton LLP January 2011 - March 2011
Mac-Gray November 2008 - May 2010
Merrill Lynch & Co., Inc May 2006 - August 2006
Skills
Auditing, SEC filings, US GAAP, Internal Controls, Financial Reporting, CPA
Education
Northeastern University 2010 — 2011
Master of Science, Accounting; Business Administration
Connecticut College 2003 — 2007
Bachelor of Arts, History
John A. Fromholtz's Merrill Lynch & Co., Inc. Experience 1998 - 2005
Job Vice President Risk Management at Madison Square Garden, Inc.
Industry Insurance
Experience
Madison Square Garden, Inc. April 2010 - Present
IEEE, Inc November 2009 - April 2010
Alan Risk Associates LLC December 2008 - November 2009
Ingersoll Rand Company 2005 - 2008
Merrill Lynch & Co., Inc. 1998 - 2005
Hanover Direct, Inc. 1993 - 1998
Skills
Financial Risk, Insurance, Risk Management, Enterprise Risk..., Property & Casualty..., Risk Assessment, Mergers & Acquisitions, Finance, Underwriting, Casualty, Due Diligence, Claims Management, Claim
Education
Kean University 1972 — 1976
BS, Earth Science
Madison Square Garden, Inc. April 2010 - Present
IEEE, Inc November 2009 - April 2010
Alan Risk Associates LLC December 2008 - November 2009
Ingersoll Rand Company 2005 - 2008
Merrill Lynch & Co., Inc. 1998 - 2005
Hanover Direct, Inc. 1993 - 1998
Skills
Financial Risk, Insurance, Risk Management, Enterprise Risk..., Property & Casualty..., Risk Assessment, Mergers & Acquisitions, Finance, Underwriting, Casualty, Due Diligence, Claims Management, Claim
Education
Kean University 1972 — 1976
BS, Earth Science
Andrew Coon's Merrill Lynch & Co., Inc. Experience 2000 - 2007
Job President at CapFlow Funding Group
Industry Banking
Experience
CapFlow Funding Group December 2009 - Present
Meramec, LLC March 2009 - Present
Morgan Stanley 2007 - 2009
Merrill Lynch & Co., Inc. 2000 - 2007
Standard & Poor's 1994 - 1996
Skills
Capital Markets, Structured Finance, Securitization, ABS, Financial Structuring, Private Equity, Valuation, Fixed Income, Investment Banking, Structured Products, Hedge Funds, Alternative Investments, Corporate Finance, Credit Analysis, Asset Managment
Education
Washington University in St. Louis 1991 — 1993
MBA, Finance
Brown University 1984 — 1988
BA, International Relations and Economics
CapFlow Funding Group December 2009 - Present
Meramec, LLC March 2009 - Present
Morgan Stanley 2007 - 2009
Merrill Lynch & Co., Inc. 2000 - 2007
Standard & Poor's 1994 - 1996
Skills
Capital Markets, Structured Finance, Securitization, ABS, Financial Structuring, Private Equity, Valuation, Fixed Income, Investment Banking, Structured Products, Hedge Funds, Alternative Investments, Corporate Finance, Credit Analysis, Asset Managment
Education
Washington University in St. Louis 1991 — 1993
MBA, Finance
Brown University 1984 — 1988
BA, International Relations and Economics
Ann Husvar's Merrill Lynch & Co., Inc. Experience January 1997 - December 2008
Job Event Manager at Keynote Events, Inc.
Industry Marketing and Advertising
Experience
Keynote Events, Inc. January 2009 - Present
Merrill Lynch & Co., Inc. January 1997 - December 2008
Merrill Lynch January 1997 - December 2008
Four Seasons Nevis 1994 - 1995
Education
Cornell University 1989 — 1993
BS, Hotel
Keynote Events, Inc. January 2009 - Present
Merrill Lynch & Co., Inc. January 1997 - December 2008
Merrill Lynch January 1997 - December 2008
Four Seasons Nevis 1994 - 1995
Education
Cornell University 1989 — 1993
BS, Hotel
Will Hampson, CFA's Merrill Lynch & Co., Inc. Experience May 2006 - August 2006
Job Distressed Fixed Income Analyst
Industry Investment Management
Experience
Dalton Investments June 2015 - Present
Northern Trust Asset Management February 2010 - June 2015
Mount Yale Capital Group LLC May 2007 - August 2007
Merrill Lynch & Co., Inc May 2006 - August 2006
Dibuho Art LLC 2002 - 2006
The Driveway Doctor January 2001 - January 2003
Education
University of Colorado at Boulder 2004 — 2008
B.A, Economics, Business Minor
Dalton Investments June 2015 - Present
Northern Trust Asset Management February 2010 - June 2015
Mount Yale Capital Group LLC May 2007 - August 2007
Merrill Lynch & Co., Inc May 2006 - August 2006
Dibuho Art LLC 2002 - 2006
The Driveway Doctor January 2001 - January 2003
Education
University of Colorado at Boulder 2004 — 2008
B.A, Economics, Business Minor
Sylvester Mendoza's Merrill Lynch & Co., Inc. Experience January 1998 - January 2000
Job Global Diversity & Inclusion Leader
Industry Defense & Space
Experience
NORTHROP -GRUMMAN January 2007 - Present
SCHERING-PLOUGH January 2006 - January 2007
DAY & ZIMMERMANN, INC April 2005 - January 2006
QUEST DIAGNOSTICS, INC January 2000 - January 2004
MERRILL LYNCH & CO., INC January 1998 - January 2000
Work Force Diversity January 1984 - January 1998
HUGHES ELECTRONICS CORPORATION January 1981 - January 1998
HUGHES AIRCRAFT COMPANY Space & Communication Group January 1981 - January 1983
General Telephone January 1980 - January 1981
GENERAL TELEPHONE COMPANY OF CALIFORNIA January 1978 - January 1981
Skills
Talent Management, Employee Relations, Performance Management, Talent Acquisition, Change Management, Recruiting, Strategic Planning, Strategy, HRIS, Executive Coaching, Human Resources, Onboarding, Diversity & Inclusion, Program Management, Leadership, Management, Vendor Management, Training, Conflict Resolution, Outsourcing, Executive Management
Education
California State University San Francisco
BA, Social Science
Riordan High School San Francisco
HS
University of California, Hastings College of the Law
JD, Law
NORTHROP -GRUMMAN January 2007 - Present
SCHERING-PLOUGH January 2006 - January 2007
DAY & ZIMMERMANN, INC April 2005 - January 2006
QUEST DIAGNOSTICS, INC January 2000 - January 2004
MERRILL LYNCH & CO., INC January 1998 - January 2000
Work Force Diversity January 1984 - January 1998
HUGHES ELECTRONICS CORPORATION January 1981 - January 1998
HUGHES AIRCRAFT COMPANY Space & Communication Group January 1981 - January 1983
General Telephone January 1980 - January 1981
GENERAL TELEPHONE COMPANY OF CALIFORNIA January 1978 - January 1981
Skills
Talent Management, Employee Relations, Performance Management, Talent Acquisition, Change Management, Recruiting, Strategic Planning, Strategy, HRIS, Executive Coaching, Human Resources, Onboarding, Diversity & Inclusion, Program Management, Leadership, Management, Vendor Management, Training, Conflict Resolution, Outsourcing, Executive Management
Education
California State University San Francisco
BA, Social Science
Riordan High School San Francisco
HS
University of California, Hastings College of the Law
JD, Law
E. Graham Clark's Merrill Lynch & Co., Inc. Experience August 1992 - May 2005
Job Managing Director at BNP Paribas
Industry Banking
Experience
BNP Paribas August 2014 - Present
Bank of America Merrill Lynch July 2010 - April 2014
Citigroup, Inc. May 2005 - June 2010
Citigroup, Inc. 2005 - 2009
Merrill Lynch & Co., Inc. August 1992 - May 2005
Merrill Lynch 1992 - 2005
Skills
Structured Products, Structuring, Investment Banking, Capital Markets, Portfolio Management, Management, Financial Structuring, Fixed Income, Corporate Finance, Insurance, Structured Finance, Derivatives, Investments, Risk Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Wake Forest University 1983 — 1987
BS, Mathematics and Physics
Cornell University
Cornell University
BNP Paribas August 2014 - Present
Bank of America Merrill Lynch July 2010 - April 2014
Citigroup, Inc. May 2005 - June 2010
Citigroup, Inc. 2005 - 2009
Merrill Lynch & Co., Inc. August 1992 - May 2005
Merrill Lynch 1992 - 2005
Skills
Structured Products, Structuring, Investment Banking, Capital Markets, Portfolio Management, Management, Financial Structuring, Fixed Income, Corporate Finance, Insurance, Structured Finance, Derivatives, Investments, Risk Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Wake Forest University 1983 — 1987
BS, Mathematics and Physics
Cornell University
Cornell University
Kirk D. Wade's Merrill Lynch & Co., Inc. Experience March 1997 - February 2007
Job Senior Financial Associate at Chase
Industry Financial Services
Experience
Chase November 2009 - Present
Nationwide Mutual Insurance April 2007 - August 2008
Merrill Lynch & Co., Inc. March 1997 - February 2007
Skills
Forecasting, Analysis, Essbase, Finance, Financial Analysis, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Accounting
Chase November 2009 - Present
Nationwide Mutual Insurance April 2007 - August 2008
Merrill Lynch & Co., Inc. March 1997 - February 2007
Skills
Forecasting, Analysis, Essbase, Finance, Financial Analysis, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Accounting
Arlene A. Morris's Merrill Lynch & Co., Inc. Experience October 2003 - October 2010
Job Corporate Attorney
Industry Financial Services
Experience
Pacific Global Advisors LLC 2013 - Present
Axiom 2011 - 2013
Merrill Lynch & Co., Inc. October 2003 - October 2010
Skadden Arps 1998 - 2002
Clifford Chance US LLP October 1995 - March 1998
Skills
Hedge Funds, Securities Regulation, Private Equity, Corporate Governance, Securities, Alternative Investments, Capital Markets, Due Diligence, Asset management..., Mergers & Acquisitions, Corporate Law, Joint Ventures, Licensing, Private Placements, Asset Management, Intellectual Property, Legal Research, Banking Law, Structured Finance, Venture Capital
Education
New York University School of Law
Juris Doctor, Law
Boston Latin School
Clark University
Bachelor of Arts, Government
University of Oxford
Public International Law and European Union
Pacific Global Advisors LLC 2013 - Present
Axiom 2011 - 2013
Merrill Lynch & Co., Inc. October 2003 - October 2010
Skadden Arps 1998 - 2002
Clifford Chance US LLP October 1995 - March 1998
Skills
Hedge Funds, Securities Regulation, Private Equity, Corporate Governance, Securities, Alternative Investments, Capital Markets, Due Diligence, Asset management..., Mergers & Acquisitions, Corporate Law, Joint Ventures, Licensing, Private Placements, Asset Management, Intellectual Property, Legal Research, Banking Law, Structured Finance, Venture Capital
Education
New York University School of Law
Juris Doctor, Law
Boston Latin School
Clark University
Bachelor of Arts, Government
University of Oxford
Public International Law and European Union
Cathy Bouchard-Wong's Merrill Lynch & Co., Inc. Experience 1979 - 2009
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch & Co., Inc. 1979 - 2009
Education
Central Connecticut State University
BS, Accounting
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch & Co., Inc. 1979 - 2009
Education
Central Connecticut State University
BS, Accounting
Louis DiMaria's Merrill Lynch & Co., Inc. Experience February 2005 - August 2009
Job Head of Benefits Americas Region at UBS
Industry Financial Services
Experience
UBS September 2011 - Present
Brown Brothers Harriman August 2009 - September 2011
Merrill Lynch & Co., Inc. February 2005 - August 2009
Merrill Lynch 1986 - 2009
Prudential Securities 1993 - 1995
Skills
Deferred Compensation, Business Strategy, Management, Employee Benefits, Mergers & Acquisitions, Human Resources, Succession Planning, Leadership, Performance Management, Pensions, Talent Management, Budgets, Financial Services, Private Equity, Mergers, Vendor Management, Executive Management, Organizational Design, HRIS, Employee Engagement, Onboarding
Education
Stevens Institute of Technology
Masters of Managemenet Science, Industrial Psycholocy
UBS September 2011 - Present
Brown Brothers Harriman August 2009 - September 2011
Merrill Lynch & Co., Inc. February 2005 - August 2009
Merrill Lynch 1986 - 2009
Prudential Securities 1993 - 1995
Skills
Deferred Compensation, Business Strategy, Management, Employee Benefits, Mergers & Acquisitions, Human Resources, Succession Planning, Leadership, Performance Management, Pensions, Talent Management, Budgets, Financial Services, Private Equity, Mergers, Vendor Management, Executive Management, Organizational Design, HRIS, Employee Engagement, Onboarding
Education
Stevens Institute of Technology
Masters of Managemenet Science, Industrial Psycholocy
Elvira Rodin's Merrill Lynch & Co., Inc. Experience 1995 - 2004
Job Business Analyst
Industry Information Technology and Services
Experience
American Institute of Marine Underwriters October 2011 - Present
Citigroup May 2006 - January 2009
Merrill Lynch & Co., Inc. 1995 - 2004
Consulting December 1990 - January 1994
Education
Baruch College 1990 — 1990
Certificate, Computer/Information Technology Administration and Management
Gomel Polytechnic University 1981 — 1987
Bachelor's degree, Mechanical Engineering
American Institute of Marine Underwriters October 2011 - Present
Citigroup May 2006 - January 2009
Merrill Lynch & Co., Inc. 1995 - 2004
Consulting December 1990 - January 1994
Education
Baruch College 1990 — 1990
Certificate, Computer/Information Technology Administration and Management
Gomel Polytechnic University 1981 — 1987
Bachelor's degree, Mechanical Engineering
Amit Sahoo's Merrill Lynch & Co., Inc. Experience July 2007 - January 2009
Job Consulting for Alternative Investments department at a major bank
Industry Financial Services
Experience
Capco February 2015 - Present
Investors Economic Assurance, LLC December 2012 - February 2015
E*TRADE Financial Corporation August 2011 - November 2012
Credit Suisse May 2011 - July 2011
Tradar U.S August 2009 - April 2011
Merrill Lynch & Co., Inc July 2007 - January 2009
US Trust June 2006 - September 2006
Skills
Trading Systems, Capital Markets, Requirements Analysis, Integration, Equities, Equity Trading, SQL
Education
2003 - 2007Rutgers University 2003 — 2007
B.S, Electrical and Computer Engineering
Rutgers University-New Brunswick 2003 — 2007
B.S., Electrical and Computer Engineering / Minor in Economics
Capco February 2015 - Present
Investors Economic Assurance, LLC December 2012 - February 2015
E*TRADE Financial Corporation August 2011 - November 2012
Credit Suisse May 2011 - July 2011
Tradar U.S August 2009 - April 2011
Merrill Lynch & Co., Inc July 2007 - January 2009
US Trust June 2006 - September 2006
Skills
Trading Systems, Capital Markets, Requirements Analysis, Integration, Equities, Equity Trading, SQL
Education
2003 - 2007Rutgers University 2003 — 2007
B.S, Electrical and Computer Engineering
Rutgers University-New Brunswick 2003 — 2007
B.S., Electrical and Computer Engineering / Minor in Economics
Julie Hallowell's Merrill Lynch & Co., Inc. Experience January 1998 - January 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities, Inc April 2007 - September 2008
COO of Financial Sponsors Group November 2006 - April 2007
2004-2006Bear, Stearns & Co. Inc February 2004 - November 2006
Lehman Brothers, Inc January 2000 - January 2004
Merrill Lynch & Co., Inc January 1998 - January 2000
Chase Securities Inc. (Formerly Chemical Securities, Inc January 1991 - January 1998
Chemical Bank 1991 - 1994
Arthur Andersen & Co January 1987 - January 1989
Skills
Executive Management, Risk Management, Strategy, Mergers, New Business Development, Management, Mergers & Acquisitions, Investments, Portfolio Management, Financial Analysis, Finance, Banking, Investment Banking
Education
University of Virginia Darden School of Business 1989 — 1991
MBA, Finance
Emory University 1983 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1985
Economics
Severna Park 1979 — 1983
HS Diploma
The London School of Economics
and Political Science; on International Economics and International Trade
Wachovia Securities, Inc April 2007 - September 2008
COO of Financial Sponsors Group November 2006 - April 2007
2004-2006Bear, Stearns & Co. Inc February 2004 - November 2006
Lehman Brothers, Inc January 2000 - January 2004
Merrill Lynch & Co., Inc January 1998 - January 2000
Chase Securities Inc. (Formerly Chemical Securities, Inc January 1991 - January 1998
Chemical Bank 1991 - 1994
Arthur Andersen & Co January 1987 - January 1989
Skills
Executive Management, Risk Management, Strategy, Mergers, New Business Development, Management, Mergers & Acquisitions, Investments, Portfolio Management, Financial Analysis, Finance, Banking, Investment Banking
Education
University of Virginia Darden School of Business 1989 — 1991
MBA, Finance
Emory University 1983 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1985
Economics
Severna Park 1979 — 1983
HS Diploma
The London School of Economics
and Political Science; on International Economics and International Trade
Ryan Kulik, MBA, CAIA's Merrill Lynch & Co., Inc. Experience June 2003 - August 2004
Job Morgan Stanley Merchant Bank & Real Estate Investing
Industry Financial Services
Experience
Morgan Stanley Merchant Bank & Real Estate Investing August 2014 - Present
Morgan Stanley Alternative Investment Partners June 2011 - August 2014
INVESCO Ltd August 2005 - June 2011
Morgan Stanley January 2009 - June 2010
Morgan Stanley May 2006 - January 2009
Morgan Stanley August 2005 - May 2006
Countrywide Financial Corp December 2004 - July 2005
Merrill Lynch & Co., Inc June 2003 - August 2004
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Mutual Funds, Series 66, Private Equity, Series 7, Series 63, Asset Allocation, Equities, FINRA, Investment Strategies, Fixed Income, Securities, Bonds, Investment Products, ETFs, Wealth Management, Financial Advisory, Financial Markets, Customer Relations, Investment Advisory, Sales Management, Siebel, Morningstar, Capital Markets, Competitive Analysis, IRA's, New Business Development, Finance
Education
Rutgers University-New Brunswick 2008 — 2011
Masters of Business Administration, Finance
Seton Hall University 2000 — 2005
Bachelor, Communication
Morgan Stanley Merchant Bank & Real Estate Investing August 2014 - Present
Morgan Stanley Alternative Investment Partners June 2011 - August 2014
INVESCO Ltd August 2005 - June 2011
Morgan Stanley January 2009 - June 2010
Morgan Stanley May 2006 - January 2009
Morgan Stanley August 2005 - May 2006
Countrywide Financial Corp December 2004 - July 2005
Merrill Lynch & Co., Inc June 2003 - August 2004
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Mutual Funds, Series 66, Private Equity, Series 7, Series 63, Asset Allocation, Equities, FINRA, Investment Strategies, Fixed Income, Securities, Bonds, Investment Products, ETFs, Wealth Management, Financial Advisory, Financial Markets, Customer Relations, Investment Advisory, Sales Management, Siebel, Morningstar, Capital Markets, Competitive Analysis, IRA's, New Business Development, Finance
Education
Rutgers University-New Brunswick 2008 — 2011
Masters of Business Administration, Finance
Seton Hall University 2000 — 2005
Bachelor, Communication
Denise Castillo-Eusebio, CAP's Merrill Lynch & Co., Inc. Experience April 2006 - March 2009
Job Certified Administrative Professional
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass October 2010 - June 2014
The Vitamin Shoppe Industries May 2009 - October 2010
Merrill Lynch & Co., Inc April 2006 - March 2009
Deloitte October 2002 - April 2006
Deloitte & Touche April 2001 - October 2002
Tech-Engine, Inc. August 1999 - February 2001
Skills
Access, SharePoint, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Outlook, Due Diligence, Onboarding, Account Reconciliation, Adobe Acrobat, Elite, Visio, Merging, Notary Public, Bilingual, Coordination, Microsoft CRM, Business Continuity..., Website Development, Certified..., Time Management, Accounting, Auditing, Recruiting, Financial Reporting, Leadership, Management, Microsoft Office
Education
Berkeley College 1997 — 1999
AAS, Business Administration, 3.5
KPMG US October 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass October 2010 - June 2014
The Vitamin Shoppe Industries May 2009 - October 2010
Merrill Lynch & Co., Inc April 2006 - March 2009
Deloitte October 2002 - April 2006
Deloitte & Touche April 2001 - October 2002
Tech-Engine, Inc. August 1999 - February 2001
Skills
Access, SharePoint, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Outlook, Due Diligence, Onboarding, Account Reconciliation, Adobe Acrobat, Elite, Visio, Merging, Notary Public, Bilingual, Coordination, Microsoft CRM, Business Continuity..., Website Development, Certified..., Time Management, Accounting, Auditing, Recruiting, Financial Reporting, Leadership, Management, Microsoft Office
Education
Berkeley College 1997 — 1999
AAS, Business Administration, 3.5
William Seibert's Merrill Lynch & Co., Inc. Experience 2005 - 2006
Job Senior Manager at Educational Testing Service (ETS)
Industry Financial Services
Experience
ETS Toastmasters July 2013 - Present
Educational Testing Service (ETS) January 2013 - Present
WEICHERT CORPORATE RELOCATION RESOURCES, INC August 2006 - December 2011
MERRILL LYNCH & CO., INC 2005 - 2006
Skills
Leadership, Management, Six Sigma, Process Improvement
Education
Stevens Institute of Technology 2000 — 2003
Certificate, Project Management
The College of New Jersy 1995 — 1998
Bachelor of Science, Finance
RUTGERS UNIVERSITY
MBA, Strategic Management
ETS Toastmasters July 2013 - Present
Educational Testing Service (ETS) January 2013 - Present
WEICHERT CORPORATE RELOCATION RESOURCES, INC August 2006 - December 2011
MERRILL LYNCH & CO., INC 2005 - 2006
Skills
Leadership, Management, Six Sigma, Process Improvement
Education
Stevens Institute of Technology 2000 — 2003
Certificate, Project Management
The College of New Jersy 1995 — 1998
Bachelor of Science, Finance
RUTGERS UNIVERSITY
MBA, Strategic Management
Allen Braithwaite's Merrill Lynch & Co., Inc. Experience January 2004 - June 2007
Job Vice Chairman, UBS Bank USA
Industry Banking
Experience
UBS Wealth Management December 2010 - Present
Bank of America February 2009 - December 2010
Merrill Lynch Bank USA February 2009 - July 2009
Merrill Lynch Bank USA June 2007 - February 2009
Merrill Lynch & Co., Inc. January 2004 - June 2007
Merrill Lynch Bank & Trust Co. March 2002 - January 2004
Merrill Lynch Bank USA September 1999 - March 2002
Merrill Lynch & Co., Inc. November 1997 - September 1999
Merrill Lynch & Co., Inc. January 1994 - November 1997
Merrill Lynch & Co., Inc. July 1983 - January 1994
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Management, Derivatives, Investment Management, Auditing, Portfolio Management, Financial Modeling, Securities, Risk Management, Equities, Wealth Management, Hedge Funds, Series 7
Education
Lehigh University 1972 — 1976
B.S., Accounting
UBS Wealth Management December 2010 - Present
Bank of America February 2009 - December 2010
Merrill Lynch Bank USA February 2009 - July 2009
Merrill Lynch Bank USA June 2007 - February 2009
Merrill Lynch & Co., Inc. January 2004 - June 2007
Merrill Lynch Bank & Trust Co. March 2002 - January 2004
Merrill Lynch Bank USA September 1999 - March 2002
Merrill Lynch & Co., Inc. November 1997 - September 1999
Merrill Lynch & Co., Inc. January 1994 - November 1997
Merrill Lynch & Co., Inc. July 1983 - January 1994
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Management, Derivatives, Investment Management, Auditing, Portfolio Management, Financial Modeling, Securities, Risk Management, Equities, Wealth Management, Hedge Funds, Series 7
Education
Lehigh University 1972 — 1976
B.S., Accounting
Mark Perlgut's Merrill Lynch & Co., Inc. Experience 1978 - 1980
Job Principal, Perlgut Group
Industry Public Relations and Communications
Experience
Perlgut Group 2001 - Present
Publicis Dialog 1996 - 2001
Perlgut Public Relations, Inc. 1990 - 1996
The Financial Relations Board 1987 - 1990
Chemical Bank 1982 - 1986
The New York Stock Exchange 1980 - 1982
Merrill Lynch & Co., Inc. 1978 - 1980
Institutional Investor 1977 - 1978
McGraw-Hill 1973 - 1977
The New York Times 1967 - 1972
Skills
Public Relations, Speech Writing, Writing, Investor Relations, Crisis Communications, Annual Reports, Strategic Communications, Management Consulting, Investor Presentations, Message Development, Strategic..., Executive Communications, Crisis Management, Media Relations, Strategic Counsel, Internal Communications, Advertising, Management, Press Releases, Communication Training, Reputation Management, Nonprofits, Publicity, Public Affairs, Editorial, Public Speaking, Content Development
Education
Columbia University - Graduate School of Journalism 1964 — 1965
M.S., Journalism
Rutgers University-New Brunswick 1960 — 1964
A.B., History
Perlgut Group 2001 - Present
Publicis Dialog 1996 - 2001
Perlgut Public Relations, Inc. 1990 - 1996
The Financial Relations Board 1987 - 1990
Chemical Bank 1982 - 1986
The New York Stock Exchange 1980 - 1982
Merrill Lynch & Co., Inc. 1978 - 1980
Institutional Investor 1977 - 1978
McGraw-Hill 1973 - 1977
The New York Times 1967 - 1972
Skills
Public Relations, Speech Writing, Writing, Investor Relations, Crisis Communications, Annual Reports, Strategic Communications, Management Consulting, Investor Presentations, Message Development, Strategic..., Executive Communications, Crisis Management, Media Relations, Strategic Counsel, Internal Communications, Advertising, Management, Press Releases, Communication Training, Reputation Management, Nonprofits, Publicity, Public Affairs, Editorial, Public Speaking, Content Development
Education
Columbia University - Graduate School of Journalism 1964 — 1965
M.S., Journalism
Rutgers University-New Brunswick 1960 — 1964
A.B., History
Alison Kneller's Merrill Lynch & Co., Inc. Experience June 2000 - September 2005
Job Senior Tax Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP June 2015 - Present
CBIZ MHM, LLC September 2005 - July 2014
Merrill Lynch & Co., Inc June 2000 - September 2005
Eisner LLP September 1995 - May 2000
PricewaterhouseCoopers, LLP August 1992 - August 1995
Education
Lehigh University 1988 — 1992
Received a Bachelor of Science, Accounting
EisnerAmper LLP June 2015 - Present
CBIZ MHM, LLC September 2005 - July 2014
Merrill Lynch & Co., Inc June 2000 - September 2005
Eisner LLP September 1995 - May 2000
PricewaterhouseCoopers, LLP August 1992 - August 1995
Education
Lehigh University 1988 — 1992
Received a Bachelor of Science, Accounting
Brian Fallon's Merrill Lynch & Co., Inc. Experience September 1999 - November 2000
Job Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies November 2009 - Present
JPMorgan Chase November 2008 - November 2009
GlobeOp Financial Services July 2004 - September 2008
Merrill Lynch Professional Clearing Corporation July 2002 - July 2004
GAMCO Investors, Inc. November 2000 - July 2001
Merrill Lynch & Co., Inc. September 1999 - November 2000
Education
University of Massachusetts, Amherst 1990 — 1995
BA, Political Science
SS&C Technologies November 2009 - Present
JPMorgan Chase November 2008 - November 2009
GlobeOp Financial Services July 2004 - September 2008
Merrill Lynch Professional Clearing Corporation July 2002 - July 2004
GAMCO Investors, Inc. November 2000 - July 2001
Merrill Lynch & Co., Inc. September 1999 - November 2000
Education
University of Massachusetts, Amherst 1990 — 1995
BA, Political Science
Einars Odinecs's Merrill Lynch & Co., Inc. Experience July 2006 - December 2006
Job FrontEnd Web Developer
Industry Internet
Experience
GREE September 2011 - Present
OpenFeint June 2011 - September 2011
Become.com February 2010 - May 2011
Diversified Investment Advisors, Inc. July 2008 - December 2008
United States Environmental Protection Agency Boston (Region 1) July 2007 - December 2007
Merrill Lynch & Co., Inc. July 2006 - December 2006
Riga Wood North America, Inc. April 2005 - August 2005
Education
Northeastern University 2004 — 2009
B.S., Economics
GREE September 2011 - Present
OpenFeint June 2011 - September 2011
Become.com February 2010 - May 2011
Diversified Investment Advisors, Inc. July 2008 - December 2008
United States Environmental Protection Agency Boston (Region 1) July 2007 - December 2007
Merrill Lynch & Co., Inc. July 2006 - December 2006
Riga Wood North America, Inc. April 2005 - August 2005
Education
Northeastern University 2004 — 2009
B.S., Economics
Igor Shtogrin, CFA's Merrill Lynch & Co., Inc. Experience March 2001 - September 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Barclays Capital August 2012 - September 2015
Bank of America Merrill Lynch September 2008 - August 2012
Merrill Lynch & Co., Inc. March 2001 - September 2008
Moody's Investors Service March 1995 - March 2001
Skills
Fixed Income, Risk Management, Portfolio Management, Credit Risk, Derivatives, Capital Markets, Credit, Investment Banking, Market Risk, Mergers & Acquisitions, Financial Risk, Credit Analysis, Hedge Funds, Banking, Corporate Finance, Financial Modeling, Structured Products, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Accounting
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Finance and Investments
Morgan Stanley September 2015 - Present
Barclays Capital August 2012 - September 2015
Bank of America Merrill Lynch September 2008 - August 2012
Merrill Lynch & Co., Inc. March 2001 - September 2008
Moody's Investors Service March 1995 - March 2001
Skills
Fixed Income, Risk Management, Portfolio Management, Credit Risk, Derivatives, Capital Markets, Credit, Investment Banking, Market Risk, Mergers & Acquisitions, Financial Risk, Credit Analysis, Hedge Funds, Banking, Corporate Finance, Financial Modeling, Structured Products, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Accounting
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Finance and Investments
Taylor Lindenbaum's Merrill Lynch & Co., Inc. Experience December 2007 - August 2008
Job IT Business Analyst at Open Society Foundations
Industry Financial Services
Experience
Open Society Foundations May 2013 - Present
Practising Law Institute December 2011 - May 2013
Practising Law Institute March 2011 - December 2011
Practising Law Institute November 2010 - March 2011
Acadian Asset Management, LLC January 2010 - September 2010
Merrill Lynch & Co., Inc. a subsidiary of Bank of America Corporation January 2009 - June 2009
Merrill Lynch & Co., Inc December 2007 - August 2008
Skills
Management, Accounting, Budgets, Microsoft Excel, Research, Data Analysis, Analysis, Access, PowerPoint, Budget, Outlook, Salesforce.com, Business Analysis, Financial Analysis
Education
Northeastern University 2006 — 2010
Bachelor of Science, Business Administration; Finance & Marketing concentrations
Grenoble Ecole de Management 2009 — 2009
Business Administration
Open Society Foundations May 2013 - Present
Practising Law Institute December 2011 - May 2013
Practising Law Institute March 2011 - December 2011
Practising Law Institute November 2010 - March 2011
Acadian Asset Management, LLC January 2010 - September 2010
Merrill Lynch & Co., Inc. a subsidiary of Bank of America Corporation January 2009 - June 2009
Merrill Lynch & Co., Inc December 2007 - August 2008
Skills
Management, Accounting, Budgets, Microsoft Excel, Research, Data Analysis, Analysis, Access, PowerPoint, Budget, Outlook, Salesforce.com, Business Analysis, Financial Analysis
Education
Northeastern University 2006 — 2010
Bachelor of Science, Business Administration; Finance & Marketing concentrations
Grenoble Ecole de Management 2009 — 2009
Business Administration
Jonathan Weibrecht's Merrill Lynch & Co., Inc. Experience September 2008 - June 2011
Job Associate, Investment Banking
Industry Investment Banking
Experience
Moelis & Company February 2015 - Present
Citigroup Inc. August 2013 - February 2015
Citigroup Inc. June 2012 - August 2012
Merrill Lynch & Co., Inc. September 2008 - June 2011
Lehman Brothers Inc. July 2007 - September 2008
Skills
Asset Management, Valuation, Capital Markets, Investment Banking, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Due Diligence, Data Mining, Finance, Investments, Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Digital Marketing, Finance, and Accounting
Washington University in St. Louis 2005 — 2007
Bachelor of Arts (BA), Economics
St. Lawrence University 2003 — 2004
Bachelor of Arts, Economics
Moelis & Company February 2015 - Present
Citigroup Inc. August 2013 - February 2015
Citigroup Inc. June 2012 - August 2012
Merrill Lynch & Co., Inc. September 2008 - June 2011
Lehman Brothers Inc. July 2007 - September 2008
Skills
Asset Management, Valuation, Capital Markets, Investment Banking, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Due Diligence, Data Mining, Finance, Investments, Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Digital Marketing, Finance, and Accounting
Washington University in St. Louis 2005 — 2007
Bachelor of Arts (BA), Economics
St. Lawrence University 2003 — 2004
Bachelor of Arts, Economics
Bryan Carter, CFA's Merrill Lynch & Co., Inc. Experience January 2008 - February 2009
Job Senior Vice President at BOK Financial
Industry Banking
Experience
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
Howard Sutherland's Merrill Lynch & Co., Inc. Experience July 2000 - November 2002
Job Independent Corporate and Securities Lawyer and Compliance Professional
Industry Legal Services
Experience
OTR Global LLC March 2011 - April 2015
Collins Stewart LLC July 2007 - January 2010
C.E. Unterberg, Towbin April 2003 - July 2007
Merrill Lynch & Co., Inc. July 2000 - November 2002
Shearman & Sterling LLP January 1995 - July 2000
U.S. Air Force Reserve March 1984 - January 1995
U.S. Marine Corps February 1980 - March 1984
Skills
Mergers, Compliance, Corporate Governance, Research, Investment Banking, Joint Ventures, Contract Negotiation, Corporate Finance, Venture Capital, Securities, Arbitration, Due Diligence, Capital Markets, Asset Management, Mergers & Acquisitions, Investments, IPO, Equities, Private Placements, Private Equity, Corporate Law
Education
Southern Methodist University Dedman School of Law 1987 — 1993
J.D., Law
Kenyon College 1975 — 1979
B.A., History
Pomfret School 1971 — 1975
Diploma
North Country School 1967 — 1971
Diploma
OTR Global LLC March 2011 - April 2015
Collins Stewart LLC July 2007 - January 2010
C.E. Unterberg, Towbin April 2003 - July 2007
Merrill Lynch & Co., Inc. July 2000 - November 2002
Shearman & Sterling LLP January 1995 - July 2000
U.S. Air Force Reserve March 1984 - January 1995
U.S. Marine Corps February 1980 - March 1984
Skills
Mergers, Compliance, Corporate Governance, Research, Investment Banking, Joint Ventures, Contract Negotiation, Corporate Finance, Venture Capital, Securities, Arbitration, Due Diligence, Capital Markets, Asset Management, Mergers & Acquisitions, Investments, IPO, Equities, Private Placements, Private Equity, Corporate Law
Education
Southern Methodist University Dedman School of Law 1987 — 1993
J.D., Law
Kenyon College 1975 — 1979
B.A., History
Pomfret School 1971 — 1975
Diploma
North Country School 1967 — 1971
Diploma
Neil Ostrower's Merrill Lynch & Co., Inc. Experience January 2003 - December 2008
Job Senior Vice President at AIG
Industry Financial Services
Experience
AIG October 2012 - Present
American International Group March 2010 - Present
BANK OF AMERICA January 2009 - November 2009
Merrill Lynch January 2003 - December 2008
MERRILL LYNCH & CO., INC January 2003 - December 2008
Global Procurement & Accounts Payable Services January 2000 - December 2002
Merrill Lynch January 1996 - December 1999
Merrill Lynch October 1980 - January 1996
Ernst & Young June 1977 - September 1980
Education
Fairleigh Dickinson University 1973 — 1977
BS, Accounting
CRA Admired Leadership Institute
Harvard University/Harvard Business School
University of Penn/Wharton School of Business
AIG October 2012 - Present
American International Group March 2010 - Present
BANK OF AMERICA January 2009 - November 2009
Merrill Lynch January 2003 - December 2008
MERRILL LYNCH & CO., INC January 2003 - December 2008
Global Procurement & Accounts Payable Services January 2000 - December 2002
Merrill Lynch January 1996 - December 1999
Merrill Lynch October 1980 - January 1996
Ernst & Young June 1977 - September 1980
Education
Fairleigh Dickinson University 1973 — 1977
BS, Accounting
CRA Admired Leadership Institute
Harvard University/Harvard Business School
University of Penn/Wharton School of Business
Chris Machusko's Merrill Lynch & Co., Inc. Experience October 2005 - January 2009
Job Assistant Treasurer
Industry Banking
Experience
Ally Financial Inc. January 2011 - Present
Ally Financial Inc. January 2009 - January 2011
Merrill Lynch & Co., Inc October 2005 - January 2009
Merrill Lynch & Co., Inc June 2004 - October 2005
Mellon Financial Corporation Inc August 2003 - May 2004
Education
Penn State University 2009 — 2010
Master of Science, Finance
Penn State University 1999 — 2003
Bachelor of Science, Finance
Ally Financial Inc. January 2011 - Present
Ally Financial Inc. January 2009 - January 2011
Merrill Lynch & Co., Inc October 2005 - January 2009
Merrill Lynch & Co., Inc June 2004 - October 2005
Mellon Financial Corporation Inc August 2003 - May 2004
Education
Penn State University 2009 — 2010
Master of Science, Finance
Penn State University 1999 — 2003
Bachelor of Science, Finance
Gilbert C. Meister Jr.'s Merrill Lynch & Co., Inc. Experience 1985 - 2002
Job Managing Partner at Cove Hollow Partners
Industry Investment Management
Experience
Cove Hollow Partners Ltd. 2003 - Present
Merrill Lynch & Co., Inc. 1985 - 2002
Skills
Series 7, Equities, Fixed Income, Wealth Management, Portfolio Management, Investment Advisory
Education
Kenyon College
AB, Economics
The University of Chicago
MBA, MA, Finance, International Economics
Cove Hollow Partners Ltd. 2003 - Present
Merrill Lynch & Co., Inc. 1985 - 2002
Skills
Series 7, Equities, Fixed Income, Wealth Management, Portfolio Management, Investment Advisory
Education
Kenyon College
AB, Economics
The University of Chicago
MBA, MA, Finance, International Economics
Patrick Palfrey's Merrill Lynch & Co., Inc. Experience July 2007 - August 2007
Job Associate U.S. Equity Strategist at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2014 - Present
RBC Capital Markets July 2010 - April 2014
RBC Capital Markets June 2008 - July 2010
Merrill Lynch & Co., Inc. July 2007 - August 2007
Skills
Bloomberg, FactSet, Haver, Financial Modeling, Valuation, Equities
Education
Fordham University 2008 — 2010
Master of Arts (M.A.), Economics; Concentration: Finanical Economics
The College of William and Mary 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
RBC Capital Markets April 2014 - Present
RBC Capital Markets July 2010 - April 2014
RBC Capital Markets June 2008 - July 2010
Merrill Lynch & Co., Inc. July 2007 - August 2007
Skills
Bloomberg, FactSet, Haver, Financial Modeling, Valuation, Equities
Education
Fordham University 2008 — 2010
Master of Arts (M.A.), Economics; Concentration: Finanical Economics
The College of William and Mary 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
John Broccoli's Merrill Lynch & Co., Inc. Experience August 1998 - December 1998
Job Vice President
Industry Investment Management
Experience
JPMorgan Securities, LLC March 2013 - Present
Highbridge Capital Management, LLC May 2007 - March 2012
J.P. Morgan Securities, Inc February 2002 - May 2007
Paloma Partners Management Company November 1999 - February 2002
John Hancock Mutual Life Insurance Co January 1999 - May 1999
Merrill Lynch & Co., Inc August 1998 - December 1998
Skills
Equities, Hedge Funds, Options, Securities, Trading, Equity Trading, Capital Markets, Portfolio Management, Fixed Income, Derivatives, Account Reconciliation, Alternative Investments, Equity Derivatives, Investment Banking, Mutual Funds, Private Equity, Credit Derivatives, Prime Brokerage, Financial Services, Series 63, Risk Management, Investments, Electronic Trading, Venture Capital, Back Office, Economics, Series 7, Trading Systems, Asset Allocation, Bloomberg
Education
State University of New York at Albany
Bachelor of Science, Concentration in Finance/Management; Minor in Economics, Concentration GPA: 3.82
JPMorgan Securities, LLC March 2013 - Present
Highbridge Capital Management, LLC May 2007 - March 2012
J.P. Morgan Securities, Inc February 2002 - May 2007
Paloma Partners Management Company November 1999 - February 2002
John Hancock Mutual Life Insurance Co January 1999 - May 1999
Merrill Lynch & Co., Inc August 1998 - December 1998
Skills
Equities, Hedge Funds, Options, Securities, Trading, Equity Trading, Capital Markets, Portfolio Management, Fixed Income, Derivatives, Account Reconciliation, Alternative Investments, Equity Derivatives, Investment Banking, Mutual Funds, Private Equity, Credit Derivatives, Prime Brokerage, Financial Services, Series 63, Risk Management, Investments, Electronic Trading, Venture Capital, Back Office, Economics, Series 7, Trading Systems, Asset Allocation, Bloomberg
Education
State University of New York at Albany
Bachelor of Science, Concentration in Finance/Management; Minor in Economics, Concentration GPA: 3.82
Sandra DiMeglio's Merrill Lynch & Co., Inc. Experience January 2001 - May 2004
Job Executive Administrative Assistant/Office Manager at The Access Group
Industry Executive Office
Experience
The Access Group November 2010 - Present
The Access Group November 2010 - Present
NICOX, INC October 2009 - August 2010
NICOX, INC October 2009 - August 2010
VOLLERS EXCAVATING & CONSTRUCTION, INC April 2009 - August 2009
VOLLERS EXCAVATING & CONSTRUCTION, INC April 2009 - August 2009
Caliper Farms Nursery May 2004 - November 2008
CALIPER FARMS NURSERY May 2004 - November 2008
MERRILL LYNCH & Co., Inc January 2001 - May 2004
Skills
Administrative..., Event Planning, Human Resources, Budgets, Healthcare, Invoicing, Leadership
Education
Taylor Business Institute 1985 — 1986
Taylor Business Institute
The Access Group November 2010 - Present
The Access Group November 2010 - Present
NICOX, INC October 2009 - August 2010
NICOX, INC October 2009 - August 2010
VOLLERS EXCAVATING & CONSTRUCTION, INC April 2009 - August 2009
VOLLERS EXCAVATING & CONSTRUCTION, INC April 2009 - August 2009
Caliper Farms Nursery May 2004 - November 2008
CALIPER FARMS NURSERY May 2004 - November 2008
MERRILL LYNCH & Co., Inc January 2001 - May 2004
Skills
Administrative..., Event Planning, Human Resources, Budgets, Healthcare, Invoicing, Leadership
Education
Taylor Business Institute 1985 — 1986
Taylor Business Institute
Fred Akansu's Merrill Lynch & Co., Inc. Experience September 2008 - December 2008
Job Associate Public Finance & Infrastructure at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets May 2013 - July 2015
Barclays Capital July 2011 - May 2013
Wells Fargo June 2010 - July 2010
Antarctica Asset Management January 2010 - May 2010
Penguin Group USA June 2009 - August 2009
Merrill Lynch & Co., Inc. September 2008 - December 2008
Skills
Bloomberg, Credit Risk, Equities, Public Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
New York University
BMO Capital Markets July 2015 - Present
BMO Capital Markets May 2013 - July 2015
Barclays Capital July 2011 - May 2013
Wells Fargo June 2010 - July 2010
Antarctica Asset Management January 2010 - May 2010
Penguin Group USA June 2009 - August 2009
Merrill Lynch & Co., Inc. September 2008 - December 2008
Skills
Bloomberg, Credit Risk, Equities, Public Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
New York University
George von Zedlitz's Merrill Lynch & Co., Inc. Experience 1985 - 1990
Job Managing Director of Investment Advisors Division. Private Bank / Wealth Management at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank 2014 - Present
Wells Fargo Advisors, LLC, Private Client Group 2013 - 2014
Wells Fargo Advisors, LLC, Private Client Group 2010 - 2013
Wells Fargo Investments, LLC, Wealth Management Group 2007 - 2010
Charles Schwab & Co., Inc. 1999 - 2006
Charles Schwab & Co., Inc. 1997 - 1999
Charles Schwab & Co., Inc. 1996 - 1997
Charles Schwab Limited 1994 - 1996
Charles Schwab & Co., Inc. 1992 - 1994
Merrill Lynch & Co., Inc. 1985 - 1990
Skills
Series 7, Mutual Funds, Portfolio Management, Wealth Management, Financial Modeling, Securities, Strategy, Bonds, Investments, Financial Advisory, Capital Markets, Fixed Income, Equities, Investment Advisory, Trading, Retirement, Asset Allocation, High Net Worth..., Wealth Management..., Estate Planning, Financial Markets, Investment Management, Series 24, Options, Structured Products, Retirement Planning, Finance, FINRA, Hedge Funds, Investment Strategies, Wealth, Bloomberg, Asset Management, ETFs, Separately Managed..., 401k, Private Banking, Insurance, Alternative Investments, Strategic Financial..., IRAs, Financial Services, Series 65, Relationship Management, Fixed Annuities, Series 6, Private Equity, Series 63, 401k Rollovers, Uniform Combined State...
Education
Boston University Questrom School of Business 1990 — 1992
MBA, Corporate Finance & Marketing
Ithaca College 1981 — 1985
Bachelor of Science (BS), Finance and Economics Concentration
Fifth Third Bank 2014 - Present
Wells Fargo Advisors, LLC, Private Client Group 2013 - 2014
Wells Fargo Advisors, LLC, Private Client Group 2010 - 2013
Wells Fargo Investments, LLC, Wealth Management Group 2007 - 2010
Charles Schwab & Co., Inc. 1999 - 2006
Charles Schwab & Co., Inc. 1997 - 1999
Charles Schwab & Co., Inc. 1996 - 1997
Charles Schwab Limited 1994 - 1996
Charles Schwab & Co., Inc. 1992 - 1994
Merrill Lynch & Co., Inc. 1985 - 1990
Skills
Series 7, Mutual Funds, Portfolio Management, Wealth Management, Financial Modeling, Securities, Strategy, Bonds, Investments, Financial Advisory, Capital Markets, Fixed Income, Equities, Investment Advisory, Trading, Retirement, Asset Allocation, High Net Worth..., Wealth Management..., Estate Planning, Financial Markets, Investment Management, Series 24, Options, Structured Products, Retirement Planning, Finance, FINRA, Hedge Funds, Investment Strategies, Wealth, Bloomberg, Asset Management, ETFs, Separately Managed..., 401k, Private Banking, Insurance, Alternative Investments, Strategic Financial..., IRAs, Financial Services, Series 65, Relationship Management, Fixed Annuities, Series 6, Private Equity, Series 63, 401k Rollovers, Uniform Combined State...
Education
Boston University Questrom School of Business 1990 — 1992
MBA, Corporate Finance & Marketing
Ithaca College 1981 — 1985
Bachelor of Science (BS), Finance and Economics Concentration
Damon Coleman's Merrill Lynch & Co., Inc. Experience June 1998 - September 1998
Job Business Operations Analyst
Industry Financial Services
Experience
STATE STREET CORPORATION August 2013 - Present
GMO-GRANTHAM, MAYO, VAN OTTERLOO & CO., L.L.C. December 2000 - February 2012
MERCURY INVESTMENTS, INC. September 1999 - September 2000
MERRILL LYNCH & CO., INC. June 1998 - September 1998
PAINE WEBBER June 1998 - September 1998
Education
Clarkson University 1995 — 1999
Bachelor of Science (B.S.), Finance & Economics
Canton High School, Canton, MA 1991 — 1995
High School Diploma
STATE STREET CORPORATION August 2013 - Present
GMO-GRANTHAM, MAYO, VAN OTTERLOO & CO., L.L.C. December 2000 - February 2012
MERCURY INVESTMENTS, INC. September 1999 - September 2000
MERRILL LYNCH & CO., INC. June 1998 - September 1998
PAINE WEBBER June 1998 - September 1998
Education
Clarkson University 1995 — 1999
Bachelor of Science (B.S.), Finance & Economics
Canton High School, Canton, MA 1991 — 1995
High School Diploma
Dmitriy Khvoinskiy's Merrill Lynch & Co., Inc. Experience June 2006 - August 2006
Job Manager Financial Planning & Analysis at Foot Locker Europe BV
Industry Retail
Experience
Foot Locker Europe (Ecom) February 2015 - Present
Foot Locker, Inc. December 2012 - January 2015
Foot Locker Europe (RPG) September 2014 - December 2014
Foot Locker, Inc July 2012 - December 2012
Foot Locker, Inc March 2008 - July 2012
Foot Locker, Inc. March 2008 - June 2010
Ball Baker Leake, LLC November 2006 - March 2008
Juda Kallus, EA January 2006 - November 2006
Merrill Lynch & Co., Inc June 2006 - August 2006
Skills
Financial Analysis, Forecasting, Financial Modeling, Budgets, Accounting, Financial Reporting, Microsoft Office, Retail, Analysis, Customer Service, Research, Tax, Finance, Access, Account Reconciliation, Leadership
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Finance and Investments
Foot Locker Europe (Ecom) February 2015 - Present
Foot Locker, Inc. December 2012 - January 2015
Foot Locker Europe (RPG) September 2014 - December 2014
Foot Locker, Inc July 2012 - December 2012
Foot Locker, Inc March 2008 - July 2012
Foot Locker, Inc. March 2008 - June 2010
Ball Baker Leake, LLC November 2006 - March 2008
Juda Kallus, EA January 2006 - November 2006
Merrill Lynch & Co., Inc June 2006 - August 2006
Skills
Financial Analysis, Forecasting, Financial Modeling, Budgets, Accounting, Financial Reporting, Microsoft Office, Retail, Analysis, Customer Service, Research, Tax, Finance, Access, Account Reconciliation, Leadership
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Finance and Investments
Jeff Lada's Merrill Lynch & Co., Inc. Experience March 1998 - March 2000
Job Manager, Financial Reporting at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
BNY Mellon October 2011 - September 2015
State Street Corporation January 2006 - October 2011
State Street Corporation March 2000 - January 2006
Merrill Lynch & Co., Inc. March 1998 - March 2000
Skills
Microsoft Excel, Financial Services, Rating Agency Relations, Fund Accounting, Internal Controls, Investments, S&P, Financial Reporting, Account Reconciliation, Mutual Funds, Data Management, Accounting, Bloomberg, Valuation, Regulatory Filings, International Business..., SEC filings, Internal Control..., Internal Audit, Portfolio Management, Trading, Financial Statements, Equities, Financial Analysis, Moody, Data Integrity, SEC Filings, Fixed Income, Securities, Derivatives
Education
Stockton University 1989 — 1993
Bachelor of Arts, Business Management
BNY Mellon September 2015 - Present
BNY Mellon October 2011 - September 2015
State Street Corporation January 2006 - October 2011
State Street Corporation March 2000 - January 2006
Merrill Lynch & Co., Inc. March 1998 - March 2000
Skills
Microsoft Excel, Financial Services, Rating Agency Relations, Fund Accounting, Internal Controls, Investments, S&P, Financial Reporting, Account Reconciliation, Mutual Funds, Data Management, Accounting, Bloomberg, Valuation, Regulatory Filings, International Business..., SEC filings, Internal Control..., Internal Audit, Portfolio Management, Trading, Financial Statements, Equities, Financial Analysis, Moody, Data Integrity, SEC Filings, Fixed Income, Securities, Derivatives
Education
Stockton University 1989 — 1993
Bachelor of Arts, Business Management
Brent Shore's Merrill Lynch & Co., Inc. Experience June 2005 - June 2007
Job Talent Acquisition Consultant at The Fountain Group
Industry Financial Services
Experience
The Fountain Group October 2011 - Present
ING Nederland January 2010 - September 2011
PHH Mortgage June 2009 - December 2009
Merrill Lynch & Co., Inc June 2005 - June 2007
Education
University of Florida 2007 — 2008
Masters, Business Administration
University of Florida
The Fountain Group October 2011 - Present
ING Nederland January 2010 - September 2011
PHH Mortgage June 2009 - December 2009
Merrill Lynch & Co., Inc June 2005 - June 2007
Education
University of Florida 2007 — 2008
Masters, Business Administration
University of Florida
Julie Camastra's Merrill Lynch & Co., Inc. Experience 2004 - 2010
Job Vice President, Bank of America
Industry Financial Services
Experience
Bank of America 2010 - Present
Merrill Lynch & Co., Inc. 2004 - 2010
Merrill Lynch & Co., Inc. 1986 - 2004
Skills
Financial Services, Vendor Management, Direct Marketing, Marketing Communications, Leadership, Product Management, Marketing Strategy, Management, Process Improvement, Analysts, Team Building, Print Management, Account Management, Strategy, CRM
Education
Rider University
Bachelor of Business Administration (B.B.A.)
Bank of America 2010 - Present
Merrill Lynch & Co., Inc. 2004 - 2010
Merrill Lynch & Co., Inc. 1986 - 2004
Skills
Financial Services, Vendor Management, Direct Marketing, Marketing Communications, Leadership, Product Management, Marketing Strategy, Management, Process Improvement, Analysts, Team Building, Print Management, Account Management, Strategy, CRM
Education
Rider University
Bachelor of Business Administration (B.B.A.)
Derek Kim's Merrill Lynch & Co., Inc. Experience October 2008 - May 2009
Job Associate at ZS Associates
Industry Management Consulting
Experience
ZS Associates July 2014 - Present
University of Michigan January 2013 - December 2013
Cisco Systems, Inc. May 2013 - August 2013
University of Michigan Health System September 2012 - December 2012
Intel Corporation July 2012 - July 2012
POSCO America Corporation June 2011 - August 2011
Merrill Lynch & Co., Inc. October 2008 - May 2009
Skills
Data Analysis, Microsoft Excel, Statistics, Six Sigma, C++, Operations Research, Consulting, Leadership, SQL, VBA, Stochastic Modeling, Photoshop, SPC, PowerPoint, R, Minitab, Microsoft Word
Education
University of Michigan
Bachelor of Science in Engineering (B.S.E.), Industrial and Operations Engineering, Mathematics, Summa Cum Laude
ZS Associates July 2014 - Present
University of Michigan January 2013 - December 2013
Cisco Systems, Inc. May 2013 - August 2013
University of Michigan Health System September 2012 - December 2012
Intel Corporation July 2012 - July 2012
POSCO America Corporation June 2011 - August 2011
Merrill Lynch & Co., Inc. October 2008 - May 2009
Skills
Data Analysis, Microsoft Excel, Statistics, Six Sigma, C++, Operations Research, Consulting, Leadership, SQL, VBA, Stochastic Modeling, Photoshop, SPC, PowerPoint, R, Minitab, Microsoft Word
Education
University of Michigan
Bachelor of Science in Engineering (B.S.E.), Industrial and Operations Engineering, Mathematics, Summa Cum Laude
Zoea Matasaru's Merrill Lynch & Co., Inc. Experience October 1987 - October 2003
Job IT QA Senior Data Analyst at American International Group, Inc.
Industry Insurance
Experience
American International Group, Inc. December 2003 - Present
AIG November 2003 - Present
Merrill Lynch & Co., Inc October 1987 - October 2003
Skills
Create Logical Data..., MS Office, Downloads of XML vendor..., Bloomberg, Dunn and..., Equities, Fixed Income,..., Management, Research, Microsoft Office, Quality Assurance, ETL
Education
Mercy College
International Business
American International Group, Inc. December 2003 - Present
AIG November 2003 - Present
Merrill Lynch & Co., Inc October 1987 - October 2003
Skills
Create Logical Data..., MS Office, Downloads of XML vendor..., Bloomberg, Dunn and..., Equities, Fixed Income,..., Management, Research, Microsoft Office, Quality Assurance, ETL
Education
Mercy College
International Business
Brian G. Barrett's Merrill Lynch & Co., Inc. Experience April 1998 - November 2004
Job Insurance and Capital Markets Attorney at Sutherland Asbill & Brennan LLP
Industry Law Practice
Experience
Sutherland Asbill & Brennan LLP 2013 - 2014
Goldman Sachs September 2008 - May 2013
HSBC Bank USA, N.A. April 2005 - January 2008
Merrill Lynch & Co., Inc. April 1998 - November 2004
Cleary Gottlieb Steen & Hamilton LLP 1989 - 1996
Skills
Hedge Funds, Basel III, Dodd-Frank, Money Market, Fixed Income, Capital Markets, Derivatives, Prime Brokerage, Corporate Finance
Education
Columbia University School of Law
J.D.
Yale University
Bachelor of Arts (B.A.), German, summa cum laude
Sutherland Asbill & Brennan LLP 2013 - 2014
Goldman Sachs September 2008 - May 2013
HSBC Bank USA, N.A. April 2005 - January 2008
Merrill Lynch & Co., Inc. April 1998 - November 2004
Cleary Gottlieb Steen & Hamilton LLP 1989 - 1996
Skills
Hedge Funds, Basel III, Dodd-Frank, Money Market, Fixed Income, Capital Markets, Derivatives, Prime Brokerage, Corporate Finance
Education
Columbia University School of Law
J.D.
Yale University
Bachelor of Arts (B.A.), German, summa cum laude
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank