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
Merrill Lynch & Co., Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch & Co., Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Merrill Lynch & Co., Inc. Employees
Employee
Years
Job
Industry
Larry Naselli Larry Naselli's Merrill Lynch & Co., Inc. Experience June 1980 - May 1990
Job TeamBuilder, ProblemSolver, Customer Service and Operational Efficiency Specialist
Industry Marketing and Advertising
Experience
Allegra-Marketing/Print/Mail of Glendale Heights Illinois November 1993 - Present
Church on the Rock of Huntley Illinois October 2014 - Present
Bloomingdale Business Connections July 2010 - January 2014
Mall Graphics, Inc. October 1991 - November 1993
DPI America, Inc. May 1990 - October 1991
Merrill Lynch & Co. Inc. June 1980 - May 1990
Various Bands April 1976 - June 1980
Skills
Sales Management, Customer Service, Manufacturing, Public Speaking, Marketing Strategy, Marketing Communications, Coaching, Proposal Writing, Direct Mail, New Business Development, Leadership, Direct Marketing, Print, Sales, Marketing, Budgets, Brochures, Web Design, Strategy, Account Management, Offset Printing, Advertising, Selling, Integrated Marketing, Variable Data Printing, Team Building, Corporate Gifts, Social Media Marketing, Digital Printing, Email Marketing, Social Media, Catalogs, Trade Shows, Direct Sales, Small Business, Market Planning, B2B, Lead Generation, Strategic Planning, Online Advertising, Online Marketing, Sales Presentations, Brand Development, Sales Process, Product Marketing, Database Marketing, Multi-channel Marketing, Wide Format Printing, Strategic Partnerships, PURLs
Education
Alliance University 1993 — 2011
Marketing Specialist Certification, Creative Central Certification
University of Illinois at Chicago 1984 — 1987
DePaul University 1978 — 1980
Allegra-Marketing/Print/Mail of Glendale Heights Illinois November 1993 - Present
Church on the Rock of Huntley Illinois October 2014 - Present
Bloomingdale Business Connections July 2010 - January 2014
Mall Graphics, Inc. October 1991 - November 1993
DPI America, Inc. May 1990 - October 1991
Merrill Lynch & Co. Inc. June 1980 - May 1990
Various Bands April 1976 - June 1980
Skills
Sales Management, Customer Service, Manufacturing, Public Speaking, Marketing Strategy, Marketing Communications, Coaching, Proposal Writing, Direct Mail, New Business Development, Leadership, Direct Marketing, Print, Sales, Marketing, Budgets, Brochures, Web Design, Strategy, Account Management, Offset Printing, Advertising, Selling, Integrated Marketing, Variable Data Printing, Team Building, Corporate Gifts, Social Media Marketing, Digital Printing, Email Marketing, Social Media, Catalogs, Trade Shows, Direct Sales, Small Business, Market Planning, B2B, Lead Generation, Strategic Planning, Online Advertising, Online Marketing, Sales Presentations, Brand Development, Sales Process, Product Marketing, Database Marketing, Multi-channel Marketing, Wide Format Printing, Strategic Partnerships, PURLs
Education
Alliance University 1993 — 2011
Marketing Specialist Certification, Creative Central Certification
University of Illinois at Chicago 1984 — 1987
DePaul University 1978 — 1980
Helene Zakow Helene Zakow's Merrill Lynch & Co., Inc. Experience January 1986 - January 1988
Job Vice President, Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing LLC May 2010 - Present
STANDARD CHARTERED BANK March 2008 - December 2009
AMERICAN EXPRESS BANK (American Express Bank was acquired by Standard Chartered Bank) June 1996 - March 2008
JP MORGAN CHASE (formerly Chase Manhattan Bank N.A.) January 1990 - June 1996
MORGAN STANLEY SMITH BARNEY (formerly Smith Barney Harris Upham & Co.) January 1988 - January 1990
MERRILL LYNCH & CO. INC January 1986 - January 1988
Skills
Product Marketing, Competitive Analysis, Marketing Communications, Banking, Investments, Product Management, Marketing, Direct Marketing, Strategy, Marketing Management, Strategic Planning, Marketing Strategy, CRM, Business Analysis, Program Management, Brand Management, Leadership, Management
Education
Cornell University 1980 — 1984
Bachelor of Science, Communication Arts
Pershing LLC May 2010 - Present
STANDARD CHARTERED BANK March 2008 - December 2009
AMERICAN EXPRESS BANK (American Express Bank was acquired by Standard Chartered Bank) June 1996 - March 2008
JP MORGAN CHASE (formerly Chase Manhattan Bank N.A.) January 1990 - June 1996
MORGAN STANLEY SMITH BARNEY (formerly Smith Barney Harris Upham & Co.) January 1988 - January 1990
MERRILL LYNCH & CO. INC January 1986 - January 1988
Skills
Product Marketing, Competitive Analysis, Marketing Communications, Banking, Investments, Product Management, Marketing, Direct Marketing, Strategy, Marketing Management, Strategic Planning, Marketing Strategy, CRM, Business Analysis, Program Management, Brand Management, Leadership, Management
Education
Cornell University 1980 — 1984
Bachelor of Science, Communication Arts
Joe Bacarella Joe Bacarella's Merrill Lynch & Co., Inc. Experience August 1996 - September 1997
Job
Industry Construction
Experience
J.T.Magen & Company Inc. March 2013 - Present
Turner Construction Company February 2011 - March 2013
Fast Track Construction January 2009 - February 2011
Hunter Roberts Interiors Co June 2006 - November 2008
Lehr Construction Co September 1997 - June 2006
Merrill Lynch & Co. Inc August 1996 - September 1997
Structure Tone, Inc July 1992 - August 1996
Independent January 1986 - July 1992
Skills
Project Management, Construction, Construction Management, Business Development, Leadership, Budgets, Process Scheduler, Management, Radiant Training and..., Certificate of OSHA, New York University..., Renovation, Contractors, Contract Management, Residential Homes, Customer Service, Customer Service...
Education
Queensborough Community College
J.T.Magen & Company Inc. March 2013 - Present
Turner Construction Company February 2011 - March 2013
Fast Track Construction January 2009 - February 2011
Hunter Roberts Interiors Co June 2006 - November 2008
Lehr Construction Co September 1997 - June 2006
Merrill Lynch & Co. Inc August 1996 - September 1997
Structure Tone, Inc July 1992 - August 1996
Independent January 1986 - July 1992
Skills
Project Management, Construction, Construction Management, Business Development, Leadership, Budgets, Process Scheduler, Management, Radiant Training and..., Certificate of OSHA, New York University..., Renovation, Contractors, Contract Management, Residential Homes, Customer Service, Customer Service...
Education
Queensborough Community College
Robert Hannawacker Robert Hannawacker's Merrill Lynch & Co., Inc. Experience August 1989 - February 2001
Job at Xerox
Industry Printing
Experience
Xerox Services August 2002 - Present
Xerox Services February 2001 - August 2002
Merrill Lynch & Co. Inc August 1989 - February 2001
Education
University of Phoenix 2005 — 2009
Bachelor of Science, Business Management
Xerox Services August 2002 - Present
Xerox Services February 2001 - August 2002
Merrill Lynch & Co. Inc August 1989 - February 2001
Education
University of Phoenix 2005 — 2009
Bachelor of Science, Business Management
Katalin Sarkardei Katalin Sarkardei's Merrill Lynch & Co., Inc. Experience April 2007 - March 2008
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2011 - March 2013
Bank of America Merrill Lynch March 2008 - June 2010
Merrill Lynch & Co. Inc April 2007 - March 2008
All Saints Episcopal Day School October 2006 - March 2007
Sidco Investments, Inc December 2005 - June 2006
The NPD Group July 2005 - December 2005
Merrill Lynch & Co. Inc. May 2002 - July 2002
Hungarian National Savings Bank (OTP Bank) July 1996 - March 1999
Skills
Internet Research, Analysis, Documentation, Vlookup, Pivot Tables, AML, MS Office Suite, Data Analysis, Data Management, Toad, Compass, Business Analysis, KYC, Data Quality, SQL, Microsoft Excel, Online Research, Microsoft Office, Finance, Databases, Business Intelligence
Education
Long Island University, C.W. Post Campus 2003 — 2005
Bachelor of Science, Business Administration
Nassau Community College 2000 — 2003
Associate of Arts and Science, Business Administration
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2011 - March 2013
Bank of America Merrill Lynch March 2008 - June 2010
Merrill Lynch & Co. Inc April 2007 - March 2008
All Saints Episcopal Day School October 2006 - March 2007
Sidco Investments, Inc December 2005 - June 2006
The NPD Group July 2005 - December 2005
Merrill Lynch & Co. Inc. May 2002 - July 2002
Hungarian National Savings Bank (OTP Bank) July 1996 - March 1999
Skills
Internet Research, Analysis, Documentation, Vlookup, Pivot Tables, AML, MS Office Suite, Data Analysis, Data Management, Toad, Compass, Business Analysis, KYC, Data Quality, SQL, Microsoft Excel, Online Research, Microsoft Office, Finance, Databases, Business Intelligence
Education
Long Island University, C.W. Post Campus 2003 — 2005
Bachelor of Science, Business Administration
Nassau Community College 2000 — 2003
Associate of Arts and Science, Business Administration
Kristy Gary's Merrill Lynch & Co., Inc. Experience February 1999 - May 1999
Job Deputy Ethics Administrator at Louisiana Ethics Administration
Industry Government Administration
Experience
Louisiana Ethics Administration August 2010 - Present
La. Legislative Fiscal Office June 1999 - August 2010
Merrill Lynch & Co. Inc February 1999 - May 1999
Skills
Leadership, Analysis, Government, Program Management, Management, Budgets, Finance, Research, Microsoft Office, Customer Service, Legislative Relations, Legislation, Higher Education, Strategic Planning, Microsoft Excel, Policy, Public Speaking, Process Improvement, Policy Analysis, State Government, Governmental Affairs
Education
Louisiana State University 1999 — 2002
Master's DegreeM.S, Finance
University of Louisiana at Lafayette 1995 — 1999
Bachelor's Degree, Finance
CHSPC
Louisiana Ethics Administration August 2010 - Present
La. Legislative Fiscal Office June 1999 - August 2010
Merrill Lynch & Co. Inc February 1999 - May 1999
Skills
Leadership, Analysis, Government, Program Management, Management, Budgets, Finance, Research, Microsoft Office, Customer Service, Legislative Relations, Legislation, Higher Education, Strategic Planning, Microsoft Excel, Policy, Public Speaking, Process Improvement, Policy Analysis, State Government, Governmental Affairs
Education
Louisiana State University 1999 — 2002
Master's DegreeM.S, Finance
University of Louisiana at Lafayette 1995 — 1999
Bachelor's Degree, Finance
CHSPC
Aleksandr Vald Aleksandr Vald's Merrill Lynch & Co., Inc. Experience September 2008 - December 2008
Job FIU at Nordea Bank
Industry Financial Services
Experience
Nordea September 2013 - Present
Habib Bank Limited November 2010 - September 2013
BNY Mellon March 2010 - November 2010
Merrill Lynch & Co. Inc September 2008 - December 2008
Skills
Compliance, Customer Relations, CRM software, Prime Compliance Suite, Regulatory Reporting, Financial Regulation, Risk Management, Financial Risk, AML, Banking, Research, Financial Services, Sanction, CRM, Risk Assessment, Customer Service, Regulations, Bank Secrecy Act, KYC, OFAC, Operational Risk, Finance, Due Diligence, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Certification, Forensic Accounting
Baruch College 2005 — 2010
BBA, Finance & Investments
Nordea September 2013 - Present
Habib Bank Limited November 2010 - September 2013
BNY Mellon March 2010 - November 2010
Merrill Lynch & Co. Inc September 2008 - December 2008
Skills
Compliance, Customer Relations, CRM software, Prime Compliance Suite, Regulatory Reporting, Financial Regulation, Risk Management, Financial Risk, AML, Banking, Research, Financial Services, Sanction, CRM, Risk Assessment, Customer Service, Regulations, Bank Secrecy Act, KYC, OFAC, Operational Risk, Finance, Due Diligence, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Certification, Forensic Accounting
Baruch College 2005 — 2010
BBA, Finance & Investments
Mary Harris Mary Harris's Merrill Lynch & Co., Inc. Experience March 1986 - October 1988
Job Business Manager at Trioptima North America
Industry Financial Services
Experience
TriOptima NA February 2010 - Present
MJ Harris Consulting Inc February 2006 - October 2009
Summit Systems Inc January 2005 - August 2005
Summit Systems Inc. June 1992 - December 2004
ACT Financial Systems Inc. October 1988 - May 1992
Merrill Lynch & Co. Inc March 1986 - October 1988
Amerada Hess Inc June 1984 - March 1986
Skills
Derivatives, Dodd-Frank, Regulatory Requirements, Business Strategy, Project Management, Collaborative Problem..., Process Improvement, Public Speaking, Satisfied Clients, Straightforward, Business Planning, New Product Roll Out, Strategic Consulting, Software Integrations, Software Implementation, Professional Services, Software Development, Team Building, Team Leadership, Fixed Income, Management, FX Options, Business Analysis, Market Risk, Capital Markets, Trading Systems, Swaps, Collateral Management, Strategy, Hedge Funds, Interest Rate..., Financial Markets, Business Development, Bonds, Equity Derivatives, Investment Banking, Electronic Trading, Equities, Financial Risk, Trading, Commodity, Options, Structured Products, Bloomberg, Commodity Markets
Education
Hofstra University 1980 — 1984
Bachelor, Business Administration; Accounting
TriOptima NA February 2010 - Present
MJ Harris Consulting Inc February 2006 - October 2009
Summit Systems Inc January 2005 - August 2005
Summit Systems Inc. June 1992 - December 2004
ACT Financial Systems Inc. October 1988 - May 1992
Merrill Lynch & Co. Inc March 1986 - October 1988
Amerada Hess Inc June 1984 - March 1986
Skills
Derivatives, Dodd-Frank, Regulatory Requirements, Business Strategy, Project Management, Collaborative Problem..., Process Improvement, Public Speaking, Satisfied Clients, Straightforward, Business Planning, New Product Roll Out, Strategic Consulting, Software Integrations, Software Implementation, Professional Services, Software Development, Team Building, Team Leadership, Fixed Income, Management, FX Options, Business Analysis, Market Risk, Capital Markets, Trading Systems, Swaps, Collateral Management, Strategy, Hedge Funds, Interest Rate..., Financial Markets, Business Development, Bonds, Equity Derivatives, Investment Banking, Electronic Trading, Equities, Financial Risk, Trading, Commodity, Options, Structured Products, Bloomberg, Commodity Markets
Education
Hofstra University 1980 — 1984
Bachelor, Business Administration; Accounting
David Blyn David Blyn's Merrill Lynch & Co., Inc. Experience September 1997 - March 2009
Job Senior Technical Writer and Project Manager
Industry Financial Services
Experience
M & O Systems November 2011 - Present
Fidessa May 2011 - August 2011
Merrill Lynch & Co. Inc September 1997 - March 2009
Standard Register June 1995 - September 1997
Skills
SharePoint, User Acceptance Testing, SDLC, Software Documentation, Adobe Acrobat, Quality Assurance, MS Project, Outlook, Microsoft Office, Quality Center, Training, Captivate, Photoshop, End User Training, Release Notes, Risk Management, PowerPoint, Microsoft Excel, Leadership, Management, Software Development, Technical Writing, PMO, Editing, Visio, Project Management, Analysis, Requirements Gathering, Business Analysis, CRM, Fixed Income, Marketing, Process Improvement, Software Project..., Equities, Time Management, Testing, Program Management, Financial Services, Team Leadership, SnagIt, Trading Systems, Market Data, Investment Banking, Series 7, HP Quality Center, Microsoft Project
Education
Kean University 1992 — 1995
Bachelor of Science, Industrial Technology (Graphic Arts)
SUNY Albany 1991 — 1992
M & O Systems November 2011 - Present
Fidessa May 2011 - August 2011
Merrill Lynch & Co. Inc September 1997 - March 2009
Standard Register June 1995 - September 1997
Skills
SharePoint, User Acceptance Testing, SDLC, Software Documentation, Adobe Acrobat, Quality Assurance, MS Project, Outlook, Microsoft Office, Quality Center, Training, Captivate, Photoshop, End User Training, Release Notes, Risk Management, PowerPoint, Microsoft Excel, Leadership, Management, Software Development, Technical Writing, PMO, Editing, Visio, Project Management, Analysis, Requirements Gathering, Business Analysis, CRM, Fixed Income, Marketing, Process Improvement, Software Project..., Equities, Time Management, Testing, Program Management, Financial Services, Team Leadership, SnagIt, Trading Systems, Market Data, Investment Banking, Series 7, HP Quality Center, Microsoft Project
Education
Kean University 1992 — 1995
Bachelor of Science, Industrial Technology (Graphic Arts)
SUNY Albany 1991 — 1992
Douglas Madden Douglas Madden's Merrill Lynch & Co., Inc. Experience May 1997 - June 1999
Job Director Compliance at Warburg Pincus LLC
Industry Venture Capital & Private Equity
Experience
Warburg Pincus LLC July 2010 - Present
Merrill Lynch Global Private Equity June 1999 - July 2010
Merrill Lynch & Co. Inc. May 1997 - June 1999
Education
Fordham University
MBA - Finance and Accounting
St. John's University
Philosophy
Warburg Pincus LLC July 2010 - Present
Merrill Lynch Global Private Equity June 1999 - July 2010
Merrill Lynch & Co. Inc. May 1997 - June 1999
Education
Fordham University
MBA - Finance and Accounting
St. John's University
Philosophy
Craig Brink Craig Brink's Merrill Lynch & Co., Inc. Experience February 2005 - August 2006
Job Staff Accountant
Industry Accounting
Experience
Cap's on the Water February 2009 - Present
LCI August 2006 - March 2010
Merrill Lynch & Co., Inc February 2005 - August 2006
Atlantic Beach & Tennis Club, Inc November 2003 - June 2004
Education
University of North Florida - College of Business Administration 2008 — 2010
BBA, Accounting
University of North Florida - College of Business Administration 1999 — 2004
BBA, Banking and Finance
Cap's on the Water February 2009 - Present
LCI August 2006 - March 2010
Merrill Lynch & Co., Inc February 2005 - August 2006
Atlantic Beach & Tennis Club, Inc November 2003 - June 2004
Education
University of North Florida - College of Business Administration 2008 — 2010
BBA, Accounting
University of North Florida - College of Business Administration 1999 — 2004
BBA, Banking and Finance
Charles Mangano's Merrill Lynch & Co., Inc. Experience October 1986 - December 2001
Job Global Marketing/Brand Strategy Executive, Communications Expert, Emmy Award Winning Content Creator
Industry Marketing and Advertising
Experience
The University of Colorado-Boulder July 2015 - Present
The Mangano Consulting Group May 2010 - Present
Spring Mountain Capital, LP June 2011 - June 2015
Minyanville Media Inc. October 2005 - May 2010
Deutsche Asset Management April 2002 - October 2004
Merrill Lynch & Co. Inc. October 1986 - December 2001
Skills
Digital Media, Marketing Strategy, Communications Strategy, Advertising, Media Relations, Creative Writing, Marketing Communications, Television, Investor Relations, New Media, Music, Creative Direction, Strategic Communications, Public Relations, Event Planning, Social Media Marketing, Marketing, Film, Brand Management, Entertainment, Video, Video Production, Integrated Marketing, Copywriting, Strategy, Digital Strategy, Market Research
Education
Marquette University 1972 — 1976
BA, Journalism/Advertising
The University of Colorado-Boulder July 2015 - Present
The Mangano Consulting Group May 2010 - Present
Spring Mountain Capital, LP June 2011 - June 2015
Minyanville Media Inc. October 2005 - May 2010
Deutsche Asset Management April 2002 - October 2004
Merrill Lynch & Co. Inc. October 1986 - December 2001
Skills
Digital Media, Marketing Strategy, Communications Strategy, Advertising, Media Relations, Creative Writing, Marketing Communications, Television, Investor Relations, New Media, Music, Creative Direction, Strategic Communications, Public Relations, Event Planning, Social Media Marketing, Marketing, Film, Brand Management, Entertainment, Video, Video Production, Integrated Marketing, Copywriting, Strategy, Digital Strategy, Market Research
Education
Marquette University 1972 — 1976
BA, Journalism/Advertising
James Hristoskov, MFin, CFA's Merrill Lynch & Co., Inc. Experience April 1998 - June 2000
Job Lecturer at Rotman School of Management, University of Toronto
Industry Financial Services
Experience
Rotman School of Management, University of Toronto January 2012 - Present
Royal Bank of Canada August 2008 - Present
Algorithmics Inc. October 2001 - July 2008
Goldman Sachs & Co. Inc. July 2000 - October 2001
Merrill Lynch & Co. Inc. April 1998 - June 2000
Mizuho Financial Group June 1996 - April 1998
Centre for Canada-Asia Business Relations (Queen's University) September 1995 - May 1996
Centre for International Relations (Queen's University) September 1994 - May 1995
Skills
Capital Markets, Credit Risk, VAR, Analytical Skills, Financial Risk, Risk Management, Operational Risk, Credit, Basel II, VBA, Derivatives, Economic Capital, Finance, Quantitative Analytics, Portfolio Management, Fixed Income, Financial Modeling, Management, Portfolio Optimization, Economics
Education
University of Toronto - Rotman School of Management 2008 — 2010
Master of Finance
CFA Institute 2000 — 2003
CFA Charterholder
Queen's University 1994 — 1998
Bachelor of Commerce (B.Com. Honours), Finance
Rotman School of Management, University of Toronto January 2012 - Present
Royal Bank of Canada August 2008 - Present
Algorithmics Inc. October 2001 - July 2008
Goldman Sachs & Co. Inc. July 2000 - October 2001
Merrill Lynch & Co. Inc. April 1998 - June 2000
Mizuho Financial Group June 1996 - April 1998
Centre for Canada-Asia Business Relations (Queen's University) September 1995 - May 1996
Centre for International Relations (Queen's University) September 1994 - May 1995
Skills
Capital Markets, Credit Risk, VAR, Analytical Skills, Financial Risk, Risk Management, Operational Risk, Credit, Basel II, VBA, Derivatives, Economic Capital, Finance, Quantitative Analytics, Portfolio Management, Fixed Income, Financial Modeling, Management, Portfolio Optimization, Economics
Education
University of Toronto - Rotman School of Management 2008 — 2010
Master of Finance
CFA Institute 2000 — 2003
CFA Charterholder
Queen's University 1994 — 1998
Bachelor of Commerce (B.Com. Honours), Finance
Trevor Linton, MBA, CPP's Merrill Lynch & Co., Inc. Experience October 1996 - August 2006
Job at Robert Half Management Resources
Industry Financial Services
Experience
Robert Half Management Resources March 2009 - Present
CDK Enterprises, Inc August 2006 - Present
Resources Global Professionals December 2007 - September 2008
Robert Half Management Resources January 2007 - December 2007
Merrill Lynch & Co. Inc. October 1996 - August 2006
GAB Business Services, Inc. 1990 - 1992
First Union National Bank 1985 - 1990
Skills
Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Corporate Finance, Executive Management, Finance, Financial Analysis, Financial Reporting, Forecasting, General Ledger, Human Resources, Leadership, Management, Process Improvement, Risk Management, Sarbanes-Oxley Act
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Robert Half Management Resources March 2009 - Present
CDK Enterprises, Inc August 2006 - Present
Resources Global Professionals December 2007 - September 2008
Robert Half Management Resources January 2007 - December 2007
Merrill Lynch & Co. Inc. October 1996 - August 2006
GAB Business Services, Inc. 1990 - 1992
First Union National Bank 1985 - 1990
Skills
Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Corporate Finance, Executive Management, Finance, Financial Analysis, Financial Reporting, Forecasting, General Ledger, Human Resources, Leadership, Management, Process Improvement, Risk Management, Sarbanes-Oxley Act
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Raymond Brady's Merrill Lynch & Co., Inc. Experience January 2001 - February 2008
Job Director International Tax at ITT Corporation
Industry Accounting
Experience
ITT Corporation September 2010 - Present
Chartis International April 2009 - September 2010
American International Group March 2008 - March 2009
Merrill Lynch & Co. Inc. January 2001 - February 2008
Bear, Stearns & Co. inc. February 1994 - January 2001
KPMG Peat marwick September 1990 - February 1994
Skills
Foreign Tax Credit, Tax, Corporate Tax, Sarbanes-Oxley Act, Tax Law, Income Tax, Tax Returns, Accounting, Financial Services, Tax Accounting
Education
Fordham University 1986 — 1990
BS
ITT Corporation September 2010 - Present
Chartis International April 2009 - September 2010
American International Group March 2008 - March 2009
Merrill Lynch & Co. Inc. January 2001 - February 2008
Bear, Stearns & Co. inc. February 1994 - January 2001
KPMG Peat marwick September 1990 - February 1994
Skills
Foreign Tax Credit, Tax, Corporate Tax, Sarbanes-Oxley Act, Tax Law, Income Tax, Tax Returns, Accounting, Financial Services, Tax Accounting
Education
Fordham University 1986 — 1990
BS
Alex Wan's Merrill Lynch & Co., Inc. Experience June 2007 - August 2007
Job Director of TMT Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch August 2008 - December 2011
Merrill Lynch & Co. Inc. June 2007 - August 2007
Dolby Laboratories Inc. May 2000 - May 2006
Education
University of Southern California - Marshall School of Business 2006 — 2008
University of California, Berkeley 1996 — 2000
BS, Electrical Engineering and Computer Science
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch August 2008 - December 2011
Merrill Lynch & Co. Inc. June 2007 - August 2007
Dolby Laboratories Inc. May 2000 - May 2006
Education
University of Southern California - Marshall School of Business 2006 — 2008
University of California, Berkeley 1996 — 2000
BS, Electrical Engineering and Computer Science
Max Andrés Widmer, CFA's Merrill Lynch & Co., Inc. Experience March 2004 - May 2007
Job Invesco Asset Management
Industry Financial Services
Experience
Invesco January 2013 - Present
Deutsche Bank (Suisse) April 2009 - January 2013
UBS International June 2007 - January 2009
Merrill Lynch & Co. Inc March 2004 - May 2007
Merrill Lynch & Co. January 2003 - February 2004
Legg Mason Financial Services June 2001 - December 2002
ABN AMRO Bank N.V November 1998 - May 2001
Credit Suisse November 1992 - September 1998
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Planning, Banking, Capital Markets, Derivatives, Equities, Investment Management, Wealth Management..., Mutual Funds, Portfolio Management, Wealth Management, Investments, Fixed Income, Securities, Financial Risk, Emerging Markets, Financial Advisory, Negotiation, Strategy, Investment Strategies, Structured Products, Management, Hedge Funds, Investment Banking, Private Banking
Education
CFA Institute 1998 — 2001
CFA Charterholder, Finance
Graduate School of Business Administration Zurich 1986 — 1990
Bachelor Business Administration
Invesco January 2013 - Present
Deutsche Bank (Suisse) April 2009 - January 2013
UBS International June 2007 - January 2009
Merrill Lynch & Co. Inc March 2004 - May 2007
Merrill Lynch & Co. January 2003 - February 2004
Legg Mason Financial Services June 2001 - December 2002
ABN AMRO Bank N.V November 1998 - May 2001
Credit Suisse November 1992 - September 1998
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Planning, Banking, Capital Markets, Derivatives, Equities, Investment Management, Wealth Management..., Mutual Funds, Portfolio Management, Wealth Management, Investments, Fixed Income, Securities, Financial Risk, Emerging Markets, Financial Advisory, Negotiation, Strategy, Investment Strategies, Structured Products, Management, Hedge Funds, Investment Banking, Private Banking
Education
CFA Institute 1998 — 2001
CFA Charterholder, Finance
Graduate School of Business Administration Zurich 1986 — 1990
Bachelor Business Administration
Gbemi Awoniyi's Merrill Lynch & Co., Inc. Experience 2000 - 2008
Job Experienced Business Process Reengineering Professional
Industry Financial Services
Experience
Merrill Lynch & Co. Inc 2000 - 2008
Education
Clark Atlanta University 1998 — 2000
MBA, Finance
University of Ilorin 1992 — 1997
BSc, Accounting
Merrill Lynch & Co. Inc 2000 - 2008
Education
Clark Atlanta University 1998 — 2000
MBA, Finance
University of Ilorin 1992 — 1997
BSc, Accounting
Gbemi Awoniyi's Merrill Lynch & Co., Inc. Experience July 2000 - April 2008
Job Strategic Financial Analyst at XXXX
Industry Financial Services
Experience
XXXX May 2008 - Present
Merrill Lynch & Co. Inc. July 2000 - April 2008
Education
Clark Atlanta University 1998 — 2000
MBA, Finance
XXXX May 2008 - Present
Merrill Lynch & Co. Inc. July 2000 - April 2008
Education
Clark Atlanta University 1998 — 2000
MBA, Finance
Dan Orlow's Merrill Lynch & Co., Inc. Experience January 2006 - December 2006
Job Game Sports Network, Inc.
Industry Sports
Experience
Game Sports Network February 2014 - Present
Orlow & Orlow January 2009 - Present
Game Sports Network 2014 - 2015
Game Sports Network 2014 - 2015
RationalWave Analytics October 2012 - January 2014
Omega Advisors January 2007 - December 2008
Merrill Lynch & Co., Inc January 2006 - December 2006
Nomura Securities International August 2001 - September 2005
Lord, Abbett & Co July 1998 - August 2001
Credit Suisse First Boston September 1997 - July 1998
Skills
Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Equity Research, Asset Management, Hedge Funds, Alternative Investments, Series 7, Valuation, Bloomberg, Risk Management, Equity Valuation, Predictive Analytics
Education
Temple University School of Law 1992 — 1995
Juris Doctor, UCC and public law
University of Pennsylvania 1990 — 1992
MGA, Finance
Wesleyan University 1984 — 1987
Bachelor of Arts, History and East Asian Studies (Mandarin)
Game Sports Network February 2014 - Present
Orlow & Orlow January 2009 - Present
Game Sports Network 2014 - 2015
Game Sports Network 2014 - 2015
RationalWave Analytics October 2012 - January 2014
Omega Advisors January 2007 - December 2008
Merrill Lynch & Co., Inc January 2006 - December 2006
Nomura Securities International August 2001 - September 2005
Lord, Abbett & Co July 1998 - August 2001
Credit Suisse First Boston September 1997 - July 1998
Skills
Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Equity Research, Asset Management, Hedge Funds, Alternative Investments, Series 7, Valuation, Bloomberg, Risk Management, Equity Valuation, Predictive Analytics
Education
Temple University School of Law 1992 — 1995
Juris Doctor, UCC and public law
University of Pennsylvania 1990 — 1992
MGA, Finance
Wesleyan University 1984 — 1987
Bachelor of Arts, History and East Asian Studies (Mandarin)
Craig H. Weaver's Merrill Lynch & Co., Inc. Experience 2004 - 2005
Job Principal, Craig H. Weaver Consulting
Industry Law Practice
Experience
Craig H. Weaver Consulting 2011 - Present
BNY Mellon 2014 - 2014
Avaya, Inc. 2008 - 2010
TD Bank USA, N.A. June 2006 - September 2007
Merrill Lynch & Co. Inc. 2004 - 2005
Citigroup./Citicorp 1984 - 2004
Manufacturers Hanover Trust Company 1982 - 1984
Skills
Intellectual Property, Banking, Corporate Governance, Brokerage, Payment Systems, Corporate Law, Commercial Litigation, Capital Markets, Privacy Law, Contract Negotiation, Joint Ventures, Licensing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1977 — 1980
JD, Law
Columbia University 1973 — 1977
BA, magna cum laude; Phi Beta Kappa
Craig H. Weaver Consulting 2011 - Present
BNY Mellon 2014 - 2014
Avaya, Inc. 2008 - 2010
TD Bank USA, N.A. June 2006 - September 2007
Merrill Lynch & Co. Inc. 2004 - 2005
Citigroup./Citicorp 1984 - 2004
Manufacturers Hanover Trust Company 1982 - 1984
Skills
Intellectual Property, Banking, Corporate Governance, Brokerage, Payment Systems, Corporate Law, Commercial Litigation, Capital Markets, Privacy Law, Contract Negotiation, Joint Ventures, Licensing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1977 — 1980
JD, Law
Columbia University 1973 — 1977
BA, magna cum laude; Phi Beta Kappa
Sam Dewan's Merrill Lynch & Co., Inc. Experience May 2010 - March 2011
Job Sr. Product Manager at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial March 2011 - Present
Merrill Lynch & Co. Inc May 2010 - March 2011
Merrill Lynch & Co. Inc July 2009 - May 2010
Merrill Lynch & Co. Inc November 2008 - July 2009
Merrill Lynch & Co. Inc May 2008 - November 2008
Merrill Lynch & Co. Inc February 2008 - May 2008
Merrill Lynch & Co. Inc June 2006 - February 2008
Merrill Lynch & Co. Inc November 2005 - June 2006
Merrill Lynch & Co. Inc November 2004 - November 2005
Skills
Series 7, Securities, Retirement, Investments, Credit Cards, Debit Cards, Rewards Programs, Operations Management, Relationship Management, Retirement Planning, Strategy, FINRA, Financial Services, Leadership, Wealth Management
Education
Rutgers University-New Brunswick
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial March 2011 - Present
Merrill Lynch & Co. Inc May 2010 - March 2011
Merrill Lynch & Co. Inc July 2009 - May 2010
Merrill Lynch & Co. Inc November 2008 - July 2009
Merrill Lynch & Co. Inc May 2008 - November 2008
Merrill Lynch & Co. Inc February 2008 - May 2008
Merrill Lynch & Co. Inc June 2006 - February 2008
Merrill Lynch & Co. Inc November 2005 - June 2006
Merrill Lynch & Co. Inc November 2004 - November 2005
Skills
Series 7, Securities, Retirement, Investments, Credit Cards, Debit Cards, Rewards Programs, Operations Management, Relationship Management, Retirement Planning, Strategy, FINRA, Financial Services, Leadership, Wealth Management
Education
Rutgers University-New Brunswick
Angel Caballero's Merrill Lynch & Co., Inc. Experience December 1991 - October 1997
Job Broker / Dealer Compliance Officer
Industry Financial Services
Experience
JP Morgan Securities LLC March 2014 - Present
Daiwa Capital Markets December 2009 - April 2014
WAMU Capital Corp. July 2005 - August 2008
JPMorgan Chase October 2002 - July 2005
Prudential Securities, Inc. June 2001 - October 2002
Goldman Sachs & Co. December 2000 - May 2001
Deutsche Bank Securities, Inc. October 1997 - December 2000
Merrill Lynch & Co. Inc. December 1991 - October 1997
National Association of Securities Dealers, Inc. (FINRA) October 1988 - December 1991
Skills
Investment Banking, FINRA, Series 7, Risk Management, AML, Series 63
Education
Saint Peter's University 1999 — 2003
MBA, International Business
City University of New York-College of Staten Island 1986 — 1988
BA, Accounting
JP Morgan Securities LLC March 2014 - Present
Daiwa Capital Markets December 2009 - April 2014
WAMU Capital Corp. July 2005 - August 2008
JPMorgan Chase October 2002 - July 2005
Prudential Securities, Inc. June 2001 - October 2002
Goldman Sachs & Co. December 2000 - May 2001
Deutsche Bank Securities, Inc. October 1997 - December 2000
Merrill Lynch & Co. Inc. December 1991 - October 1997
National Association of Securities Dealers, Inc. (FINRA) October 1988 - December 1991
Skills
Investment Banking, FINRA, Series 7, Risk Management, AML, Series 63
Education
Saint Peter's University 1999 — 2003
MBA, International Business
City University of New York-College of Staten Island 1986 — 1988
BA, Accounting
Ryan McQuillan's Merrill Lynch & Co., Inc. Experience March 2008 - July 2010
Job Lead Consultant at Clearview Group
Industry Financial Services
Experience
Clearview Group May 2015 - Present
Natixis Global Asset Management November 2014 - January 2015
Natixis Global Asset Management May 2013 - November 2014
Natixis Global Asset Management April 2011 - May 2013
MERRILL LYNCH & CO. INC March 2008 - July 2010
Los Angeles Kings September 2007 - September 2008
Campus Storage Incorporated April 2003 - April 2008
Skills
Asset Management, Retirement Planning, Estate Planning, Investments, Portfolio Management, Finance, Financial Services, Investment Management, Mergers & Acquisitions, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Retirement, Alternative Investments, Series 63, Management, Fixed Income, Investment Strategies, Securities, Equities
Education
Middlebury College 2002 — 2006
BA, History
St. Sebastian's School 1997 — 2002
Clearview Group May 2015 - Present
Natixis Global Asset Management November 2014 - January 2015
Natixis Global Asset Management May 2013 - November 2014
Natixis Global Asset Management April 2011 - May 2013
MERRILL LYNCH & CO. INC March 2008 - July 2010
Los Angeles Kings September 2007 - September 2008
Campus Storage Incorporated April 2003 - April 2008
Skills
Asset Management, Retirement Planning, Estate Planning, Investments, Portfolio Management, Finance, Financial Services, Investment Management, Mergers & Acquisitions, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Retirement, Alternative Investments, Series 63, Management, Fixed Income, Investment Strategies, Securities, Equities
Education
Middlebury College 2002 — 2006
BA, History
St. Sebastian's School 1997 — 2002
Paul Hunter's Merrill Lynch & Co., Inc. Experience June 2008 - August 2008
Job Emerging Market Credit Trader at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. June 2014 - Present
Credit Agricole CIB October 2009 - May 2014
MERRILL LYNCH & CO., INC June 2008 - August 2008
Deutsche Asset Management January 2000 - January 2007
Junior ABS and CMBS Trader - Insurance Group October 2005 - February 2006
Securities Lending January 2000 - January 2002
Skills
Equities, Trading, Structured Finance, Fixed Income, Bloomberg, Investments, Bonds, Valuation, Corporate Finance, Emerging Markets, Portfolio Management, Securities, Interest Rate..., Credit Derivatives, Financial Analysis, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2009
University of Pennsylvania - The Wharton School 2007 — 2009
BRYANT UNIVERSITY
Bachelor of Arts, Business Administration; Finance
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master, Business Administration; Finance and Management
Mizuho Securities USA Inc. June 2014 - Present
Credit Agricole CIB October 2009 - May 2014
MERRILL LYNCH & CO., INC June 2008 - August 2008
Deutsche Asset Management January 2000 - January 2007
Junior ABS and CMBS Trader - Insurance Group October 2005 - February 2006
Securities Lending January 2000 - January 2002
Skills
Equities, Trading, Structured Finance, Fixed Income, Bloomberg, Investments, Bonds, Valuation, Corporate Finance, Emerging Markets, Portfolio Management, Securities, Interest Rate..., Credit Derivatives, Financial Analysis, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2009
University of Pennsylvania - The Wharton School 2007 — 2009
BRYANT UNIVERSITY
Bachelor of Arts, Business Administration; Finance
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master, Business Administration; Finance and Management
Daifei Wang's Merrill Lynch & Co., Inc. Experience September 2009 - July 2010
Job at China Merchants Securities Co., Ltd.
Industry Financial Services
Experience
China Merchants Securities Co., Ltd. August 2010 - Present
Merrill Lynch & Co. Inc. September 2009 - July 2010
UBS Financial Services Inc. June 2009 - August 2009
Education
Pace University 2008 — 2010
China Merchants Securities Co., Ltd. August 2010 - Present
Merrill Lynch & Co. Inc. September 2009 - July 2010
UBS Financial Services Inc. June 2009 - August 2009
Education
Pace University 2008 — 2010
Carmel Indelicato's Merrill Lynch & Co., Inc. Experience August 1984 - August 2004
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup October 2004 - Present
Citigroup September 2004 - Present
Citigroup September 2004 - Present
Citigroup January 2008 - April 2008
Citigroup September 2004 - December 2007
Citigroup September 1999 - September 2004
Merrill Lynch & Co. Inc August 1984 - August 2004
Merrill Lynch 1984 - 2004
Merrill Lynch September 1994 - August 1999
Merill Lynch September 1990 - August 1994
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration in Accounting, Accounting
Pace University
Bachelor of Business Administration, Accounting
Citigroup October 2004 - Present
Citigroup September 2004 - Present
Citigroup September 2004 - Present
Citigroup January 2008 - April 2008
Citigroup September 2004 - December 2007
Citigroup September 1999 - September 2004
Merrill Lynch & Co. Inc August 1984 - August 2004
Merrill Lynch 1984 - 2004
Merrill Lynch September 1994 - August 1999
Merill Lynch September 1990 - August 1994
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration in Accounting, Accounting
Pace University
Bachelor of Business Administration, Accounting
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank