Merrill Lynch and Co.
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Customer service: 1 (800) 637-7455 Technical support: 1 (888) 656-6546 Credit card support: 1 (877) 465-2733 Headquarters: New York City, NY Parent organization: Bank of America Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC,
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Merrill Lynch and Co. Employees
Employee
Years
Job
Industry
Katy Schultz Katy Schultz's Merrill Lynch and Co. Experience September 2006 - November 2012
Job Communications and Advocacy Consultant at Blue Cross and Blue Shield of Minnesota
Industry Public Relations and Communications
Experience
Blue Cross and Blue Shield of Minnesota February 2015 - Present
PadillaCRT November 2012 - January 2015
Merrill Lynch and Co September 2006 - November 2012
Piper Jaffray and Co June 2005 - September 2006
Center for Health and Healing, Inc June 2003 - August 2004
Skills
Series 7, Customer Relations, Series 66, Customer Service, Wealth Management, Communication Skills, Social Media, Leadership, Strategy, Public Relations, Advertising, Strategic Communications, Uniform Combined State..., Project Management, Corporate Communications, Marketing, Press Releases, Internal Communications
Education
Gonzaga University 2009 — 2011
Master of Arts, Communication and Leadership
College of St. Benedict 2001 — 2005
Bachelor of Arts, Communication
Blue Cross and Blue Shield of Minnesota February 2015 - Present
PadillaCRT November 2012 - January 2015
Merrill Lynch and Co September 2006 - November 2012
Piper Jaffray and Co June 2005 - September 2006
Center for Health and Healing, Inc June 2003 - August 2004
Skills
Series 7, Customer Relations, Series 66, Customer Service, Wealth Management, Communication Skills, Social Media, Leadership, Strategy, Public Relations, Advertising, Strategic Communications, Uniform Combined State..., Project Management, Corporate Communications, Marketing, Press Releases, Internal Communications
Education
Gonzaga University 2009 — 2011
Master of Arts, Communication and Leadership
College of St. Benedict 2001 — 2005
Bachelor of Arts, Communication
Matthew Stroud, CFA Matthew Stroud, CFA's Merrill Lynch and Co. Experience May 1992 - November 1993
Job Head of Strategy Americas at Towers Watson
Industry Financial Services
Experience
Towers Watson February 2011 - Present
Towers Watson February 2006 - February 2011
Towers Watson April 2003 - February 2006
Towers Perrin July 1997 - April 2003
New York University August 1996 - May 1997
NASDAQ (now FINRA) November 1993 - August 1996
Merrill Lynch and Co May 1992 - November 1993
Skills
Portfolio Management, Capital Markets, Macroeconomics, Investment Strategies, Leadership, Fixed Income, Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Derivatives, Valuation, Private Equity, Financial Markets, Corporate Finance, Financial Analysis, Financial Risk, Risk Management, Finance, Banking, Due Diligence, Investment Advisory, Securities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
Master of Business Administration (MBA), Finance and Statistics/Operations Research
New York University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Towers Watson February 2011 - Present
Towers Watson February 2006 - February 2011
Towers Watson April 2003 - February 2006
Towers Perrin July 1997 - April 2003
New York University August 1996 - May 1997
NASDAQ (now FINRA) November 1993 - August 1996
Merrill Lynch and Co May 1992 - November 1993
Skills
Portfolio Management, Capital Markets, Macroeconomics, Investment Strategies, Leadership, Fixed Income, Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Derivatives, Valuation, Private Equity, Financial Markets, Corporate Finance, Financial Analysis, Financial Risk, Risk Management, Finance, Banking, Due Diligence, Investment Advisory, Securities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
Master of Business Administration (MBA), Finance and Statistics/Operations Research
New York University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Natalie Garcia Natalie Garcia's Merrill Lynch and Co. Experience June 2001 - January 2004
Job Strategy Consultant
Industry Financial Services
Experience
Alps & Andes Consulting October 2012 - Present
Inter-American Development Bank October 2011 - September 2012
Financial Industry Regulatory Authority January 2005 - April 2008
Merrill Lynch, and Co June 2001 - January 2004
Skills
Compliance, Spanish, Chinese, International..., Securities, Analysis, Mandarin, Economics, Equities, Financial Analysis, Financial Modeling, FINRA, Proposal Writing, Corporate Finance, Negotiation, Market Research, Emerging Markets, Finance, Due Diligence, Management Consulting
Education
National Taiwan University 2009 — 2010
Masters, MBA
National Taiwan University 2008 — 2009
Certificate, Chinese
Universidad de Sevilla 2004 — 2004
Semester Abroad
George Mason University 2000 — 2004
BA, Finance
Paul VI
Alps & Andes Consulting October 2012 - Present
Inter-American Development Bank October 2011 - September 2012
Financial Industry Regulatory Authority January 2005 - April 2008
Merrill Lynch, and Co June 2001 - January 2004
Skills
Compliance, Spanish, Chinese, International..., Securities, Analysis, Mandarin, Economics, Equities, Financial Analysis, Financial Modeling, FINRA, Proposal Writing, Corporate Finance, Negotiation, Market Research, Emerging Markets, Finance, Due Diligence, Management Consulting
Education
National Taiwan University 2009 — 2010
Masters, MBA
National Taiwan University 2008 — 2009
Certificate, Chinese
Universidad de Sevilla 2004 — 2004
Semester Abroad
George Mason University 2000 — 2004
BA, Finance
Paul VI
Anthony Zaguirre Anthony Zaguirre's Merrill Lynch and Co. Experience February 2007 - February 2008
Job Account Representative at Equator, LLC
Industry Information Technology and Services
Experience
Equator, LLC May 2011 - Present
USRES / RES.NET August 2010 - July 2011
USRES / RES.NET June 2009 - August 2010
USRES / RES.NET March 2009 - June 2009
MERRILL LYNCH AND CO February 2007 - February 2008
MERRILL LYNCH AND CO February 2006 - February 2007
2005-2006K2 DEVICES, INC February 2005 - February 2006
Skills
REO, Customer Service, Agile Methodologies, Microsoft Word, Testing, Account Management, Leadership, Outlook, Microsoft Office, PowerPoint, Sales, Quality Assurance, Real Estate, Real Estate Transactions, Social Media, Photoshop, Mortgage Lending, Loans, Process Improvement, Microsoft Excel, Editing, JIRA, Banking, Marketing, Budgets, Training, Management, Business Analysis, Team Building
Education
Kent State University
Bachelor of Science, Business Administration
Equator, LLC May 2011 - Present
USRES / RES.NET August 2010 - July 2011
USRES / RES.NET June 2009 - August 2010
USRES / RES.NET March 2009 - June 2009
MERRILL LYNCH AND CO February 2007 - February 2008
MERRILL LYNCH AND CO February 2006 - February 2007
2005-2006K2 DEVICES, INC February 2005 - February 2006
Skills
REO, Customer Service, Agile Methodologies, Microsoft Word, Testing, Account Management, Leadership, Outlook, Microsoft Office, PowerPoint, Sales, Quality Assurance, Real Estate, Real Estate Transactions, Social Media, Photoshop, Mortgage Lending, Loans, Process Improvement, Microsoft Excel, Editing, JIRA, Banking, Marketing, Budgets, Training, Management, Business Analysis, Team Building
Education
Kent State University
Bachelor of Science, Business Administration
Tim Redfern Tim Redfern's Merrill Lynch and Co. Experience June 2000 - October 2001
Job Vice President & General Manager, Leadership Solutions at Skillsoft
Industry Computer Software
Experience
SkillSoft January 2014 - Present
Skillsoft February 2010 - January 2014
SkillSoft Corporation September 2006 - February 2010
SkillSoft Corporation March 2004 - September 2006
SkillSoft PLC October 2001 - March 2004
Merrill Lynch and Co. June 2000 - October 2001
Skills
Acquisition Integration, Business Intelligence, Mergers & Acquisitions, Forecasting, Budgets, Financial Analysis, Organizational..., Mergers, Strategic Planning, Finance, SaaS, Management, Analysis, Leadership, Strategy, Salesforce.com, Business Development, Analytics, Solution Selling, Strategic Financial..., Financial Planning, Project Planning, Strategic Partnerships
Education
Harvard Business School 2013 — 2013
GMP
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA (with Honors), Entrepreneurship and Venture Creation
Linfield College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Harvard Business School 2012 — 2012
Executive Education, Driving Corporate Performance and Strategy
Villa Park High 1992 — 1996
High School Diploma
SkillSoft January 2014 - Present
Skillsoft February 2010 - January 2014
SkillSoft Corporation September 2006 - February 2010
SkillSoft Corporation March 2004 - September 2006
SkillSoft PLC October 2001 - March 2004
Merrill Lynch and Co. June 2000 - October 2001
Skills
Acquisition Integration, Business Intelligence, Mergers & Acquisitions, Forecasting, Budgets, Financial Analysis, Organizational..., Mergers, Strategic Planning, Finance, SaaS, Management, Analysis, Leadership, Strategy, Salesforce.com, Business Development, Analytics, Solution Selling, Strategic Financial..., Financial Planning, Project Planning, Strategic Partnerships
Education
Harvard Business School 2013 — 2013
GMP
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA (with Honors), Entrepreneurship and Venture Creation
Linfield College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Harvard Business School 2012 — 2012
Executive Education, Driving Corporate Performance and Strategy
Villa Park High 1992 — 1996
High School Diploma
Osei Ofosu-Benefo Osei Ofosu-Benefo's Merrill Lynch and Co. Experience March 2001 - September 2001
Job Corporate Trainer at (confidential)
Industry Computer Software
Experience
(confidential) September 2011 - Present
Adobe Systems, Inc. December 2010 - July 2011
Credit Suisse Securities (USA) LLC September 2002 - February 2010
Merrill Lynch and Co. March 2001 - September 2001
PricewaterhouseCoopers LLP October 1997 - November 2000
Education
Syracuse University 1987 — 1992
BS, Information Studies
United Nations International School (UNIS) 1983 — 1987
UNIS Diploma, Mathematics, Computer Science
(confidential) September 2011 - Present
Adobe Systems, Inc. December 2010 - July 2011
Credit Suisse Securities (USA) LLC September 2002 - February 2010
Merrill Lynch and Co. March 2001 - September 2001
PricewaterhouseCoopers LLP October 1997 - November 2000
Education
Syracuse University 1987 — 1992
BS, Information Studies
United Nations International School (UNIS) 1983 — 1987
UNIS Diploma, Mathematics, Computer Science
Oliver Abel IV Oliver Abel IV's Merrill Lynch and Co. Experience 1991 - 1994
Job Principal and Founder at RetirementIOU.com
Industry Financial Services
Experience
Retirement IOU.com May 2014 - Present
HappinessIOU.com December 2013 - Present
EnTrusted.in July 2010 - January 2014
Oliver's Chocolates 1999 - 2012
Manhattan College School of Business January 2008 - January 2011
JP Morgan and Co. 1994 - 1999
Merrill Lynch and Co. 1991 - 1994
Kidder, Peabody & Co. 1982 - 1991
Philadelphia National Corporation 1980 - 1982
McDonnell Douglas Corporation 1976 - 1978
Skills
Teaching, Start-ups, Small Business, Higher Education, Financial Advisory, Entrepreneurship, Financial Modeling, Corporate Finance, Finance, Asset Allocation, Marketing, Nonprofits, Product Development, Investments, Retirement Planning, Management, Social Media, Strategic Planning, Wealth Management, Equities, Leadership, Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Vanderbilt University 1972 — 1976
BA, Physics
Retirement IOU.com May 2014 - Present
HappinessIOU.com December 2013 - Present
EnTrusted.in July 2010 - January 2014
Oliver's Chocolates 1999 - 2012
Manhattan College School of Business January 2008 - January 2011
JP Morgan and Co. 1994 - 1999
Merrill Lynch and Co. 1991 - 1994
Kidder, Peabody & Co. 1982 - 1991
Philadelphia National Corporation 1980 - 1982
McDonnell Douglas Corporation 1976 - 1978
Skills
Teaching, Start-ups, Small Business, Higher Education, Financial Advisory, Entrepreneurship, Financial Modeling, Corporate Finance, Finance, Asset Allocation, Marketing, Nonprofits, Product Development, Investments, Retirement Planning, Management, Social Media, Strategic Planning, Wealth Management, Equities, Leadership, Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Vanderbilt University 1972 — 1976
BA, Physics
John W. Cummings John W. Cummings's Merrill Lynch and Co. Experience October 2004 - Present
Job Chief Operating Officer Managing Director at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
Citi January 2012 - Present
Merrill Lynch and Co. October 2004 - Present
Merrill Lynch and Co. 2001 - 2004
Skills
Risk Management, Asset Managment, Equities, Portfolio Management, Financial Services, Series 7, Wealth Management, Investments, Capital Markets, Alternative Investments, Fixed Income, Series 63, Investment Banking, Securities, Derivatives, Financial Markets, Trading Systems, Financial Risk, Hedge Funds, Strategic Financial..., Asset Management, Mutual Funds, Mergers & Acquisitions, Financial Analysis, Executive Management, Electronic Trading, FINRA, Asset Allocation, Banking, ETFs, Financial Modeling, Investment Strategies, Investment Advisory, Private Equity
Education
Fairfield University 1977 — 1981
BA
Trinity Catholic High 1973 — 1977
Citi October 2014 - Present
Citi January 2012 - Present
Merrill Lynch and Co. October 2004 - Present
Merrill Lynch and Co. 2001 - 2004
Skills
Risk Management, Asset Managment, Equities, Portfolio Management, Financial Services, Series 7, Wealth Management, Investments, Capital Markets, Alternative Investments, Fixed Income, Series 63, Investment Banking, Securities, Derivatives, Financial Markets, Trading Systems, Financial Risk, Hedge Funds, Strategic Financial..., Asset Management, Mutual Funds, Mergers & Acquisitions, Financial Analysis, Executive Management, Electronic Trading, FINRA, Asset Allocation, Banking, ETFs, Financial Modeling, Investment Strategies, Investment Advisory, Private Equity
Education
Fairfield University 1977 — 1981
BA
Trinity Catholic High 1973 — 1977
Ian Birla Ian Birla's Merrill Lynch and Co. Experience May 1995 - December 1996
Job Head of US Cost Management
Industry Financial Services
Experience
HSBC March 2014 - Present
Deutsche Bank May 2009 - March 2014
Goldman, Sachs & Co. July 2005 - November 2008
Global Crossing, Ltd. April 2001 - July 2005
PricewaterhouseCoopers June 1999 - April 2001
Theodore Barry & Associates (acquired by Hagler Bailly, now part of PA Consulting) December 1996 - June 1999
Merrill Lynch and Co. May 1995 - December 1996
Education
University of Michigan 1991 — 1995
BA, Economics
HSBC March 2014 - Present
Deutsche Bank May 2009 - March 2014
Goldman, Sachs & Co. July 2005 - November 2008
Global Crossing, Ltd. April 2001 - July 2005
PricewaterhouseCoopers June 1999 - April 2001
Theodore Barry & Associates (acquired by Hagler Bailly, now part of PA Consulting) December 1996 - June 1999
Merrill Lynch and Co. May 1995 - December 1996
Education
University of Michigan 1991 — 1995
BA, Economics
Bob Kearney Bob Kearney's Merrill Lynch and Co. Experience June 2006 - February 2010
Job OTC Derivatives Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services January 2012 - Present
HSBC January 2011 - December 2011
Lehman Brothers Holdings Inc. February 2010 - December 2010
Merrill Lynch and Co June 2006 - February 2010
Archeus Capital Management September 2004 - June 2006
MIZUHO CAPITAL MARKETS CORP March 1992 - September 2004
DKB Financial Products 1992 - 2001
WESTDEUTSCHE LANDESBANK GIROZENTRALE April 1987 - March 1992
National Bank October 1986 - April 1987
BANK BRUSSELS LAMBERT January 1984 - October 1986
Skills
Options, Settlement, Back Office, Accounting, Treasury Management, Trading, Foreign Exchange, Middle Office, Derivatives, Swaps, Capital Markets, Fixed Income, Equities, Bloomberg, Credit Derivatives, FX Options, Interest Rate..., Hedge Funds
Education
Montclair State University 1977 — 1981
B.S., Business Administration
GlobeOp Financial Services January 2012 - Present
HSBC January 2011 - December 2011
Lehman Brothers Holdings Inc. February 2010 - December 2010
Merrill Lynch and Co June 2006 - February 2010
Archeus Capital Management September 2004 - June 2006
MIZUHO CAPITAL MARKETS CORP March 1992 - September 2004
DKB Financial Products 1992 - 2001
WESTDEUTSCHE LANDESBANK GIROZENTRALE April 1987 - March 1992
National Bank October 1986 - April 1987
BANK BRUSSELS LAMBERT January 1984 - October 1986
Skills
Options, Settlement, Back Office, Accounting, Treasury Management, Trading, Foreign Exchange, Middle Office, Derivatives, Swaps, Capital Markets, Fixed Income, Equities, Bloomberg, Credit Derivatives, FX Options, Interest Rate..., Hedge Funds
Education
Montclair State University 1977 — 1981
B.S., Business Administration
Jake Ben-Meir's Merrill Lynch and Co. Experience 1994 - 1997
Job Experience Capital Markets and Derivatives Professional
Industry Financial Services
Experience
UBS Investment Bank January 2002 - Present
Capitalyst 1999 - 2001
UBS Investment Bank 1998 - 1999
Bear Stearns 1997 - 1998
Merrill Lynch and Co 1994 - 1997
Skills
Capital Markets, Financial Structuring, Derivatives, Finance, Hedge Funds, Investment Banking, Investments, Entrepreneurship, Fixed Income, Equities, Private Equity, Alternative Investments, Corporate Development, Emerging Markets, Trading, Valuation, Securities, Series 7, Structured Products, Asset Management, Bloomberg, Electronic Trading, Venture Capital, Mergers & Acquisitions, Financial Modeling, Bonds, Structured Finance
Education
Harvard Business School 1992 — 1994
MBA
University of Michigan 1985 — 1989
AB, Political Science
UBS Investment Bank January 2002 - Present
Capitalyst 1999 - 2001
UBS Investment Bank 1998 - 1999
Bear Stearns 1997 - 1998
Merrill Lynch and Co 1994 - 1997
Skills
Capital Markets, Financial Structuring, Derivatives, Finance, Hedge Funds, Investment Banking, Investments, Entrepreneurship, Fixed Income, Equities, Private Equity, Alternative Investments, Corporate Development, Emerging Markets, Trading, Valuation, Securities, Series 7, Structured Products, Asset Management, Bloomberg, Electronic Trading, Venture Capital, Mergers & Acquisitions, Financial Modeling, Bonds, Structured Finance
Education
Harvard Business School 1992 — 1994
MBA
University of Michigan 1985 — 1989
AB, Political Science
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