MERRILL LYNCH AND COMPANY
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 COMPANY Employees
Employee
Years
Job
Industry
Adam Cooper Adam Cooper's MERRILL LYNCH AND COMPANY Experience May 2000 - September 2000
Job Manage High Performing Teams | Solutions Architect | Transformational IT Leader | Problem Solver | Software Engineer
Industry Computer Software
Experience
Intuit April 2015 - Present
Dell (formerly Quest Software) October 2008 - March 2015
Fox Interactive Media February 2007 - October 2008
Microsoft Corporation January 2005 - February 2007
McKinsey and Company May 2004 - May 2004
Intel Corporation July 2001 - August 2003
Merrill Lynch and Company May 2000 - September 2000
Janney Montgomery Scott May 1997 - August 1999
Skills
.NET, ASP.NET, TFS, Web Content Management, Akamai, Amazon Web Services, C#, Data Structures, Software Project..., Application Architecture, C++, Web Services, SQL, Web Applications, REST, Software Development, Microsoft SQL Server, SharePoint, InfoPath, XML, Integration, Software Design, Mobile Applications, Agile Project Management, Web Development, Agile Methodologies, Cloud Computing, Requirements Analysis, Enterprise Architecture, Java, SDLC, UML, Scrum, Management, Software Engineering, MVC, Visual Studio, IIS, Project Management, WCF, JavaScript, SOA, Design Patterns, Enterprise Software, SEO, Powershell, Java Enterprise Edition, Business Process, Object Oriented Design, Mobile Devices
Education
Columbia University in the City of New York 2004 — 2005
MS, Computer Science
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BSE, Economics
Intuit April 2015 - Present
Dell (formerly Quest Software) October 2008 - March 2015
Fox Interactive Media February 2007 - October 2008
Microsoft Corporation January 2005 - February 2007
McKinsey and Company May 2004 - May 2004
Intel Corporation July 2001 - August 2003
Merrill Lynch and Company May 2000 - September 2000
Janney Montgomery Scott May 1997 - August 1999
Skills
.NET, ASP.NET, TFS, Web Content Management, Akamai, Amazon Web Services, C#, Data Structures, Software Project..., Application Architecture, C++, Web Services, SQL, Web Applications, REST, Software Development, Microsoft SQL Server, SharePoint, InfoPath, XML, Integration, Software Design, Mobile Applications, Agile Project Management, Web Development, Agile Methodologies, Cloud Computing, Requirements Analysis, Enterprise Architecture, Java, SDLC, UML, Scrum, Management, Software Engineering, MVC, Visual Studio, IIS, Project Management, WCF, JavaScript, SOA, Design Patterns, Enterprise Software, SEO, Powershell, Java Enterprise Edition, Business Process, Object Oriented Design, Mobile Devices
Education
Columbia University in the City of New York 2004 — 2005
MS, Computer Science
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BSE, Economics
Alicia Kennett-Saintz Alicia Kennett-Saintz's MERRILL LYNCH AND COMPANY Experience January 1996 - January 2001
Job Senior Business Analyst at First Data Corporation
Industry Information Technology and Services
Experience
First Data Government Solutions July 2001 - Present
Merrill Lynch and Company January 1996 - January 2001
Skills
Project Management, Microsoft SQL Server, SDLC, Business Requirements, Requirements Gathering, SharePoint, MS Project, Solution Architecture, Business Analysis, SQL, Microsoft Office, Team Management, Software Documentation
Education
Rider University 1990 — 1994
B.A, English Language and Literature, General
First Data Government Solutions July 2001 - Present
Merrill Lynch and Company January 1996 - January 2001
Skills
Project Management, Microsoft SQL Server, SDLC, Business Requirements, Requirements Gathering, SharePoint, MS Project, Solution Architecture, Business Analysis, SQL, Microsoft Office, Team Management, Software Documentation
Education
Rider University 1990 — 1994
B.A, English Language and Literature, General
Joseph Matta Jr Joseph Matta Jr's MERRILL LYNCH AND COMPANY Experience April 1998 - September 1998
Job Treasury Manager and Acting Treasurer at Brookdale University Hospital and Medical Center
Industry Financial Services
Experience
Brookdale University Hospital and Medical Center June 2013 - Present
Citco Fund Services May 2012 - April 2013
Mitchell Martin Inc - Societe Generale of New Jersey August 2010 - February 2011
Federal National Mortgage Association (Fannie Mae) of Washington DC April 2006 - April 2010
Bank of New York Mellon October 2004 - April 2006
GlobeOp Financial Services September 2002 - October 2004
Mizuho Corporate Bank, Ltd June 2001 - September 2002
Merrill Lynch Capital Services September 2000 - July 2001
United States Trust Company September 1998 - September 2000
Merrill Lynch and Company April 1998 - September 1998
Skills
Fixed Income, Investments, Cash Management, Equities, Hedge Funds, Capital Markets, Treasury Management, Banking, Forecasting, Forecast Modeling, Treasury Services, Treasury Operations, Derivatives, Finance, Fund Accounting, Account Reconciliation, Accounting, Back Office, Investment Banking, Corporate Actions, Asset Management, Settlement, Fund Administration, Budgeting, FX Options, Financial Reporting, General Ledger, Cash, Prime Brokerage, Project Management, Middle Office, Private Fund Regulatory..., Liquidity, Net Asset Value..., Profit & Loss Management, Senior Management..., Departmental..., KPI Reporting, Operations Management, Trade & Cash..., Futures, Project Coordination, Project Implementation, Hedge Accounting, Asset, Funding, Securities Lending, Pricing, Financial Services, Portfolio Management
Education
Mercy College 1998 — 2000
Finance and Financial Management Services, 3.25
Brookdale University Hospital and Medical Center June 2013 - Present
Citco Fund Services May 2012 - April 2013
Mitchell Martin Inc - Societe Generale of New Jersey August 2010 - February 2011
Federal National Mortgage Association (Fannie Mae) of Washington DC April 2006 - April 2010
Bank of New York Mellon October 2004 - April 2006
GlobeOp Financial Services September 2002 - October 2004
Mizuho Corporate Bank, Ltd June 2001 - September 2002
Merrill Lynch Capital Services September 2000 - July 2001
United States Trust Company September 1998 - September 2000
Merrill Lynch and Company April 1998 - September 1998
Skills
Fixed Income, Investments, Cash Management, Equities, Hedge Funds, Capital Markets, Treasury Management, Banking, Forecasting, Forecast Modeling, Treasury Services, Treasury Operations, Derivatives, Finance, Fund Accounting, Account Reconciliation, Accounting, Back Office, Investment Banking, Corporate Actions, Asset Management, Settlement, Fund Administration, Budgeting, FX Options, Financial Reporting, General Ledger, Cash, Prime Brokerage, Project Management, Middle Office, Private Fund Regulatory..., Liquidity, Net Asset Value..., Profit & Loss Management, Senior Management..., Departmental..., KPI Reporting, Operations Management, Trade & Cash..., Futures, Project Coordination, Project Implementation, Hedge Accounting, Asset, Funding, Securities Lending, Pricing, Financial Services, Portfolio Management
Education
Mercy College 1998 — 2000
Finance and Financial Management Services, 3.25
Jonathan Sym Jonathan Sym's MERRILL LYNCH AND COMPANY Experience 1990 - 1995
Job CEO, Evermedia Biometrics Corporation
Industry Information Technology and Services
Experience
Evermedia Biometrics Corporation August 2006 - Present
U.S. Navy Reserve 1999 - Present
U.S. Navy September 2003 - July 2006
Sym and Company 1995 - 2003
Merrill Lynch and Company 1990 - 1995
Skills
Military, Security Clearance, DoD, Navy, Operational Planning, Government Contracting, Military Operations, Program Management, Defense, Military Experience, Operations Management, National Security, Government, Entrepreneurship, Logistics, Information Assurance, Management, Leadership, Organizational..., Intelligence
Education
Harvard University 1999 — 2001
MA
Boston University - School of Management 1986 — 1989
BS
University of Virginia Darden School of Business
Woodbridge High School
Evermedia Biometrics Corporation August 2006 - Present
U.S. Navy Reserve 1999 - Present
U.S. Navy September 2003 - July 2006
Sym and Company 1995 - 2003
Merrill Lynch and Company 1990 - 1995
Skills
Military, Security Clearance, DoD, Navy, Operational Planning, Government Contracting, Military Operations, Program Management, Defense, Military Experience, Operations Management, National Security, Government, Entrepreneurship, Logistics, Information Assurance, Management, Leadership, Organizational..., Intelligence
Education
Harvard University 1999 — 2001
MA
Boston University - School of Management 1986 — 1989
BS
University of Virginia Darden School of Business
Woodbridge High School
Robert Wazevich Robert Wazevich's MERRILL LYNCH AND COMPANY Experience 1976 - 1986
Job V.P., Sr. Sales Trader at Longbow Research LLC
Industry Financial Services
Experience
Longbow Research LLC March 2009 - Present
McDonald and Company 2001 - 2003
Merrill Lynch and Company 1976 - 1986
Merrill Lynch and Company 1976 - 1986
Skills
Capital Markets, Series 7, Equities, Equity Research, Series 63, Investments, Bloomberg, Hedge Funds, Financial Analysis, Equity Trading
Education
Columbia University in the City of New York 1971 — 1975
B.A., Liberal Arts
Longbow Research LLC March 2009 - Present
McDonald and Company 2001 - 2003
Merrill Lynch and Company 1976 - 1986
Merrill Lynch and Company 1976 - 1986
Skills
Capital Markets, Series 7, Equities, Equity Research, Series 63, Investments, Bloomberg, Hedge Funds, Financial Analysis, Equity Trading
Education
Columbia University in the City of New York 1971 — 1975
B.A., Liberal Arts
Giles Hunt's MERRILL LYNCH AND COMPANY Experience August 1987 - January 1990
Job
Industry Investment Management
Experience
Lanikai Financial January 2008 - Present
Privee Capital Management Hawaii March 2001 - December 2007
Business Loan Marketing Corporation November 1999 - January 2001
Daiwa Securities America March 1995 - October 1999
Donaldson Lufkin and Jenrette March 1990 - April 1993
Merrill Lynch and Company August 1987 - January 1990
Brown and Wood 1986 - 1986
Skills
Structured Finance, Credit, Compliance, Asset Management, Hedge Funds, Investment Banking, Alternative Investments, Capital Markets, Due Diligence, Debt, Corporate Finance, Restructuring, Mergers, Equities, Portfolio Management, Investments, Private Placements, Emerging Markets, Corporate Governance, Divestitures, Structuring, Financial Markets, Private Equity
Education
Milton Hershey School 1968 — 1993
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania - The Wharton School 1984 — 1987
MBA
Hamilton College 1973 — 1978
BA
Lanikai Financial January 2008 - Present
Privee Capital Management Hawaii March 2001 - December 2007
Business Loan Marketing Corporation November 1999 - January 2001
Daiwa Securities America March 1995 - October 1999
Donaldson Lufkin and Jenrette March 1990 - April 1993
Merrill Lynch and Company August 1987 - January 1990
Brown and Wood 1986 - 1986
Skills
Structured Finance, Credit, Compliance, Asset Management, Hedge Funds, Investment Banking, Alternative Investments, Capital Markets, Due Diligence, Debt, Corporate Finance, Restructuring, Mergers, Equities, Portfolio Management, Investments, Private Placements, Emerging Markets, Corporate Governance, Divestitures, Structuring, Financial Markets, Private Equity
Education
Milton Hershey School 1968 — 1993
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania - The Wharton School 1984 — 1987
MBA
Hamilton College 1973 — 1978
BA
Claudia Nowacoski's MERRILL LYNCH AND COMPANY Experience August 1991 - December 1992
Job Project Manager, VP at Citi
Industry Information Technology and Services
Experience
Global HR Business Systems September 2005 - Present
Citigroup Corporate Center March 2004 - September 2005
Citigroup Global Corporate and Investment Bank June 2002 - March 2004
Citigroup Global Corporate and Investment Bank July 2000 - June 2002
Citigroup Global Corporate and Investment Bank May 1998 - July 2000
Citigroup Global Corporate and Investment Bank October 1996 - May 1998
Citigroup Global Corporate and Investment Bank December 1992 - October 1996
Merrill Lynch and Company August 1991 - December 1992
Skills
SDLC, Oracle HR, Data Warehousing, PMP, Project Portfolio..., Software Project..., Business Analysis, Vendor Management, Project Management, Risk Management, Business Process, Program Management, Software Development, IT Management, Business Requirements, Databases, Oracle, Project Planning, PeopleSoft, Team Leadership, Leadership, PMO, Access, Management, ITIL, IT Strategy
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Management
Pace University 1987 — 1991
BS, Computer Science
Global HR Business Systems September 2005 - Present
Citigroup Corporate Center March 2004 - September 2005
Citigroup Global Corporate and Investment Bank June 2002 - March 2004
Citigroup Global Corporate and Investment Bank July 2000 - June 2002
Citigroup Global Corporate and Investment Bank May 1998 - July 2000
Citigroup Global Corporate and Investment Bank October 1996 - May 1998
Citigroup Global Corporate and Investment Bank December 1992 - October 1996
Merrill Lynch and Company August 1991 - December 1992
Skills
SDLC, Oracle HR, Data Warehousing, PMP, Project Portfolio..., Software Project..., Business Analysis, Vendor Management, Project Management, Risk Management, Business Process, Program Management, Software Development, IT Management, Business Requirements, Databases, Oracle, Project Planning, PeopleSoft, Team Leadership, Leadership, PMO, Access, Management, ITIL, IT Strategy
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Management
Pace University 1987 — 1991
BS, Computer Science
Irv Lipschutz's MERRILL LYNCH AND COMPANY Experience October 1991 - October 1997
Job Managing Member at RockinL Consulting LLC
Industry Construction
Experience
RockinL Consulting LLC September 2015 - Present
Millennium Hotels and Resorts November 2011 - September 2015
Hilton Worldwide June 2006 - February 2010
TISHMAN CONSTRUCTION CORPORATION OF CALIFORNIA May 2005 - June 2006
ROCKIN L CONSULTING October 2001 - April 2005
BERGMEYER MANUFACTURING COMPANY, INC 2003 - 2005
TISHMAN CONSTRUCTION CORPORATION OF THE ROCKIES November 1997 - October 2001
MERRILL LYNCH AND COMPANY October 1991 - October 1997
Skills
Negotiation, Construction Management, Budgets, Project Management, Construction, Hiring, Training, Process Scheduler, Risk Management, Management, Leadership, Contract Negotiation, Real Estate Development, Contract Management, Hospitality, Cost Control, Facilities Management, Renovation, Hotels
Education
Temple University
B.A. Cum Laude, Psychology
RockinL Consulting LLC September 2015 - Present
Millennium Hotels and Resorts November 2011 - September 2015
Hilton Worldwide June 2006 - February 2010
TISHMAN CONSTRUCTION CORPORATION OF CALIFORNIA May 2005 - June 2006
ROCKIN L CONSULTING October 2001 - April 2005
BERGMEYER MANUFACTURING COMPANY, INC 2003 - 2005
TISHMAN CONSTRUCTION CORPORATION OF THE ROCKIES November 1997 - October 2001
MERRILL LYNCH AND COMPANY October 1991 - October 1997
Skills
Negotiation, Construction Management, Budgets, Project Management, Construction, Hiring, Training, Process Scheduler, Risk Management, Management, Leadership, Contract Negotiation, Real Estate Development, Contract Management, Hospitality, Cost Control, Facilities Management, Renovation, Hotels
Education
Temple University
B.A. Cum Laude, Psychology
Dan Fazio's MERRILL LYNCH AND COMPANY Experience January 1984 - January 1988
Job Trade Association Executive
Industry Human Resources
Experience
Washington Farm Labor Association January 2007 - Present
Washington Farm Bureau January 2000 - Present
MckIliney and Irvin January 1998 - January 2000
Ad signs and displays, LLC January 1992 - January 1998
Rainier Bank/Security pacific bank January 1988 - January 1992
merrill lynch and company January 1984 - January 1988
Education
Seattle University School of Law
JD
University of Rochester
B.S, Engineering and Applied Sciences
University of Southern California
M.S, Management Information Systems
Washington Farm Labor Association January 2007 - Present
Washington Farm Bureau January 2000 - Present
MckIliney and Irvin January 1998 - January 2000
Ad signs and displays, LLC January 1992 - January 1998
Rainier Bank/Security pacific bank January 1988 - January 1992
merrill lynch and company January 1984 - January 1988
Education
Seattle University School of Law
JD
University of Rochester
B.S, Engineering and Applied Sciences
University of Southern California
M.S, Management Information Systems
May Bai's MERRILL LYNCH AND COMPANY Experience July 2001 - October 2001
Job Lead Risk Analyst, Alternative Investment at GE Asset Management
Industry Financial Services
Experience
GE Asset Management April 2014 - Present
Mitsubishi UFJ Trust and Banking Corporation November 2012 - April 2014
UBS October 2006 - November 2012
American Express Company June 2003 - September 2006
First Republic Group Asset Management November 2001 - May 2003
Merrill Lynch and Company July 2001 - October 2001
China Foreign Economy and Trade Trust & Investment Company (FOTIC) August 1994 - July 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA)
Renmin University of China 1990 — 1994
Bachelor of Arts
GE Asset Management April 2014 - Present
Mitsubishi UFJ Trust and Banking Corporation November 2012 - April 2014
UBS October 2006 - November 2012
American Express Company June 2003 - September 2006
First Republic Group Asset Management November 2001 - May 2003
Merrill Lynch and Company July 2001 - October 2001
China Foreign Economy and Trade Trust & Investment Company (FOTIC) August 1994 - July 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA)
Renmin University of China 1990 — 1994
Bachelor of Arts
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