Merrill Lynch Asset Management
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 Asset Management Employees
Employee
Years
Job
Industry
Beth Ann Connor Beth Ann Connor's Merrill Lynch Asset Management Experience January 1991 - January 2000
Job Real Estate Agent at Weidel Real Estate
Industry Health, Wellness and Fitness
Experience
Weidel Real Estate June 2015 - Present
Dr. Fuhrman Online Inc. September 2011 - December 2014
Thirty-One Gifts June 2010 - September 2013
BlackRock October 2006 - March 2009
BlackRock, Inc. March 1991 - March 2009
Merrill Lynch Investment Managers 2003 - 2006
Merrill Lynch Investment Managers January 2000 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Asset Management January 1991 - January 2000
Merrill Lynch Investment Managers 1991 - 2000
Skills
Marketing, Project Management, Editing, Customer Service, Team Building, Strategic Planning, Leadership, Time Management, Outlook, Marketing Communications, Procurement, Sales, Microsoft Excel, Public Speaking, Budgets, Product Development, Management, Process Improvement, Purchasing, Strategy
Education
Mercer County Community College 1987 — 1990
Cittone Institute
Office Administration, Business Administration
Weidel Real Estate June 2015 - Present
Dr. Fuhrman Online Inc. September 2011 - December 2014
Thirty-One Gifts June 2010 - September 2013
BlackRock October 2006 - March 2009
BlackRock, Inc. March 1991 - March 2009
Merrill Lynch Investment Managers 2003 - 2006
Merrill Lynch Investment Managers January 2000 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Asset Management January 1991 - January 2000
Merrill Lynch Investment Managers 1991 - 2000
Skills
Marketing, Project Management, Editing, Customer Service, Team Building, Strategic Planning, Leadership, Time Management, Outlook, Marketing Communications, Procurement, Sales, Microsoft Excel, Public Speaking, Budgets, Product Development, Management, Process Improvement, Purchasing, Strategy
Education
Mercer County Community College 1987 — 1990
Cittone Institute
Office Administration, Business Administration
Romola McKenzie Romola McKenzie's Merrill Lynch Asset Management Experience 1996 - 1998
Job Marketing at YCharts Inc
Industry Capital Markets
Experience
YCharts Inc May 2015 - Present
Social Market Analytics, Inc. April 2014 - March 2015
CBOE 2014 - 2014
Agora Inc. 2012 - 2013
Learn to Trade 2009 - 2011
Learn to Trade 2006 - 2009
Investment Mastery/Independent 2002 - 2006
Morgan Stanley and Royal Bank of Scotland 1999 - 2001
Merrill Lynch Asset Management 1996 - 1998
Skills
Business Development, Email Marketing, Trading, Strategy, New Business Development, Direct Marketing, Lead Generation, Investments, Marketing, Digital Marketing, Business Strategy, Leadership, Management, Project Management, Currency, Negotiation, Entrepreneurship, Event Management, Financial Markets, Equities, Options
Education
Curtin University
Bachelor of Business, Banking and Finance
YCharts Inc May 2015 - Present
Social Market Analytics, Inc. April 2014 - March 2015
CBOE 2014 - 2014
Agora Inc. 2012 - 2013
Learn to Trade 2009 - 2011
Learn to Trade 2006 - 2009
Investment Mastery/Independent 2002 - 2006
Morgan Stanley and Royal Bank of Scotland 1999 - 2001
Merrill Lynch Asset Management 1996 - 1998
Skills
Business Development, Email Marketing, Trading, Strategy, New Business Development, Direct Marketing, Lead Generation, Investments, Marketing, Digital Marketing, Business Strategy, Leadership, Management, Project Management, Currency, Negotiation, Entrepreneurship, Event Management, Financial Markets, Equities, Options
Education
Curtin University
Bachelor of Business, Banking and Finance
Samuel Kim, CFA Samuel Kim, CFA's Merrill Lynch Asset Management Experience January 1994 - January 1997
Job Small Cap Growth Portfolio Manager at UBS
Industry Investment Management
Experience
UBS Global Asset Management October 2003 - Present
BlackRock 1997 - 2003
Merrill Lynch Asset Management January 1994 - January 1997
Skills
Mutual Funds, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Wealth Management, Financial Analysis, Asset Allocation, Investment Strategies, Equity Research, Investment Management, Bloomberg, Emerging Markets, Series 63, Securities, Investment Banking, Hedge Funds, Capital Markets, Private Equity, Investment Advisory, Equity Derivatives, Series 7, Financial Markets, Derivatives, Equity Valuation, ETFs, Alternative Investments
Education
The Johns Hopkins University 1989 — 1993
BA, Economics
The Lawrenceville School 1986 — 1989
UBS Global Asset Management October 2003 - Present
BlackRock 1997 - 2003
Merrill Lynch Asset Management January 1994 - January 1997
Skills
Mutual Funds, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Wealth Management, Financial Analysis, Asset Allocation, Investment Strategies, Equity Research, Investment Management, Bloomberg, Emerging Markets, Series 63, Securities, Investment Banking, Hedge Funds, Capital Markets, Private Equity, Investment Advisory, Equity Derivatives, Series 7, Financial Markets, Derivatives, Equity Valuation, ETFs, Alternative Investments
Education
The Johns Hopkins University 1989 — 1993
BA, Economics
The Lawrenceville School 1986 — 1989
Horacio Marquez Horacio Marquez's Merrill Lynch Asset Management Experience 1993 - 1998
Job Director at OnePak, Inc.
Industry Financial Services
Experience
OnePak, Inc. August 2009 - Present
Global Financial Markets, Investments and Strategy January 2004 - Present
CODESPA AMERICA 2014 - Present
OnePak, Inc. February 2011 - July 2013
Money Map VIP Trader January 2004 - August 2010
Latin American Finance Group, Ltd January 2003 - December 2005
ADP Capital Management 2000 - 2002
MERRILL LYNCH ASSET MANAGEMENT 1993 - 1998
SWISS BANK 1995 - 1996
LAFISE 1990 - 1991
Skills
Investments, Valuation, Equities, Strategic Planning, Business Strategy, Fixed Income, Finance, Trading, Emerging Markets, Banking, Economics, Asset Allocation, Portfolio Management, Spanish, Investment Banking, Financial Markets, Strategy, Options, Mergers & Acquisitions, Capital Markets, Start-ups, Bonds, Corporate Finance, Investment Strategies, Business Planning, Analysis, Credit, Structured Finance, Private Equity, Management, Leadership, Mutual Funds, Financial Modeling, Risk Management, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MSIA, International Finance
St Andrew's Scots School - Buenos Aires
High School, High School
Universidad de Buenos Aires
Licentiate (6yr,), Business Administration and Economics
OnePak, Inc. August 2009 - Present
Global Financial Markets, Investments and Strategy January 2004 - Present
CODESPA AMERICA 2014 - Present
OnePak, Inc. February 2011 - July 2013
Money Map VIP Trader January 2004 - August 2010
Latin American Finance Group, Ltd January 2003 - December 2005
ADP Capital Management 2000 - 2002
MERRILL LYNCH ASSET MANAGEMENT 1993 - 1998
SWISS BANK 1995 - 1996
LAFISE 1990 - 1991
Skills
Investments, Valuation, Equities, Strategic Planning, Business Strategy, Fixed Income, Finance, Trading, Emerging Markets, Banking, Economics, Asset Allocation, Portfolio Management, Spanish, Investment Banking, Financial Markets, Strategy, Options, Mergers & Acquisitions, Capital Markets, Start-ups, Bonds, Corporate Finance, Investment Strategies, Business Planning, Analysis, Credit, Structured Finance, Private Equity, Management, Leadership, Mutual Funds, Financial Modeling, Risk Management, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MSIA, International Finance
St Andrew's Scots School - Buenos Aires
High School, High School
Universidad de Buenos Aires
Licentiate (6yr,), Business Administration and Economics
Simone Fevola, CRA Simone Fevola, CRA's Merrill Lynch Asset Management Experience 1984 - 1996
Job Grants Director, Higher Education
Industry Higher Education
Experience
Mid-State Technical College September 2014 - Present
Daedalus Solutions LLC November 2008 - Present
University of Wisconsin, Office of Grants and Faculty Development March 2011 - August 2014
Wealth Management LLC September 2002 - October 2008
Bank Hapoalim (New York) 1998 - 2002
Brookside Capital (San Francisco) 1997 - 1997
Charles Schwab Investment Management 1996 - 1996
Merrill Lynch Asset Management 1984 - 1996
Skills
Leadership, Financial Analysis, Strategic Planning, Public Speaking, Higher Education, Grant Writing, Strategic Financial..., Fundraising, Fixed Income, Investments, Analysis, Asset Management, Microsoft Office, Nonprofits, Budgets, Customer Service, Microsoft Excel, Insurance, PowerPoint, Accounting, Outlook, Financial Modeling, Research, Coaching, Alternative Investments, Grants, Business Strategy, Financial Reporting, Grant Administration, Organizational..., Literary Criticism, Capital Markets, Budget Process, Managerial Finance, Fixed Income Analysis, Client Development, Business Process..., Financial Planning, Asset Managment, Budgeting, Writing, Excel, Word, Certified Grant Writer, Program Development, Project Planning
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
Bachelor's Degree, Finance
Capella University
Master's Degree, Higher Education Leadership
University of Wisconsin-Oshkosh 2009 — 2012
Graduate Program, English
Mid-State Technical College September 2014 - Present
Daedalus Solutions LLC November 2008 - Present
University of Wisconsin, Office of Grants and Faculty Development March 2011 - August 2014
Wealth Management LLC September 2002 - October 2008
Bank Hapoalim (New York) 1998 - 2002
Brookside Capital (San Francisco) 1997 - 1997
Charles Schwab Investment Management 1996 - 1996
Merrill Lynch Asset Management 1984 - 1996
Skills
Leadership, Financial Analysis, Strategic Planning, Public Speaking, Higher Education, Grant Writing, Strategic Financial..., Fundraising, Fixed Income, Investments, Analysis, Asset Management, Microsoft Office, Nonprofits, Budgets, Customer Service, Microsoft Excel, Insurance, PowerPoint, Accounting, Outlook, Financial Modeling, Research, Coaching, Alternative Investments, Grants, Business Strategy, Financial Reporting, Grant Administration, Organizational..., Literary Criticism, Capital Markets, Budget Process, Managerial Finance, Fixed Income Analysis, Client Development, Business Process..., Financial Planning, Asset Managment, Budgeting, Writing, Excel, Word, Certified Grant Writer, Program Development, Project Planning
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
Bachelor's Degree, Finance
Capella University
Master's Degree, Higher Education Leadership
University of Wisconsin-Oshkosh 2009 — 2012
Graduate Program, English
Joshua Lavender Joshua Lavender's Merrill Lynch Asset Management Experience February 1992 - April 1995
Job Americas Head of Consultant Relations J.P. Morgan Corporate & Investment Bank Investor Services
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
J.P.Morgan February 2009 - September 2014
J.P. Morgan July 2008 - January 2009
General Motors Asset Management April 1995 - July 2008
Merrill Lynch Asset Management February 1992 - April 1995
Skills
Fixed Income, Securities Lending, Investments, Mutual Funds, Investment Banking, Hedge Funds, Financial Markets, Equities, Asset Management, Alternative Investments, Securities, Capital Markets, Trading, Collateral Management, Bloomberg, Derivatives, Back Office, Swaps, Strategy, Finance, Asset Managment, Bonds, Investment Management, Sales, Sales Presentations, Marketing, Marketing Strategy, Positioning
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
J.P. Morgan October 2014 - Present
J.P.Morgan February 2009 - September 2014
J.P. Morgan July 2008 - January 2009
General Motors Asset Management April 1995 - July 2008
Merrill Lynch Asset Management February 1992 - April 1995
Skills
Fixed Income, Securities Lending, Investments, Mutual Funds, Investment Banking, Hedge Funds, Financial Markets, Equities, Asset Management, Alternative Investments, Securities, Capital Markets, Trading, Collateral Management, Bloomberg, Derivatives, Back Office, Swaps, Strategy, Finance, Asset Managment, Bonds, Investment Management, Sales, Sales Presentations, Marketing, Marketing Strategy, Positioning
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
Betty Barnaba Betty Barnaba's Merrill Lynch Asset Management Experience August 1994 - July 1995
Job Sr. Administrative Associate at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson August 1999 - Present
Merrill Lynch Asset Management August 1994 - July 1995
Skills
Oncology, Clinical Research, Sop, Healthcare, Biotechnology, Pharmaceutical Industry, Managed Care, Clinical Trials, Administrative..., Hospitals, Infectious Diseases, CTMS, GCP, Clinical Development, Medical Devices, SOP, Customer Service, Management, Microsoft Office, Strategic Planning, Leadership, Data Analysis, Research
Education
Drexel University College of Medicine 2010 — 2013
BS, Health Care Administration
Johnson & Johnson August 1999 - Present
Merrill Lynch Asset Management August 1994 - July 1995
Skills
Oncology, Clinical Research, Sop, Healthcare, Biotechnology, Pharmaceutical Industry, Managed Care, Clinical Trials, Administrative..., Hospitals, Infectious Diseases, CTMS, GCP, Clinical Development, Medical Devices, SOP, Customer Service, Management, Microsoft Office, Strategic Planning, Leadership, Data Analysis, Research
Education
Drexel University College of Medicine 2010 — 2013
BS, Health Care Administration
Steven Rofsky Steven Rofsky's Merrill Lynch Asset Management Experience 1989 - 1998
Job Managing Director, Head of Restructuring; Commissioner & Finance Chairman, Hoboken Municipal Hospital Authority
Industry Investment Banking
Experience
Cain Brothers August 2010 - September 2011
Ambac July 2002 - July 2010
ACA Financial Guaranty 1998 - 2002
Merrill Lynch Asset Management 1989 - 1998
Prudential Capital Management 1988 - 1989
JP Morgan Securities 1985 - 1988
Morgan Guaranty Trust Company 1981 - 1986
Education
Columbia University - School of International and Public Affairs 1979 — 1981
MPA, Public Finance
Binghamton University 1975 — 1979
BA, History
Cain Brothers August 2010 - September 2011
Ambac July 2002 - July 2010
ACA Financial Guaranty 1998 - 2002
Merrill Lynch Asset Management 1989 - 1998
Prudential Capital Management 1988 - 1989
JP Morgan Securities 1985 - 1988
Morgan Guaranty Trust Company 1981 - 1986
Education
Columbia University - School of International and Public Affairs 1979 — 1981
MPA, Public Finance
Binghamton University 1975 — 1979
BA, History
Joe Modica, CFA Joe Modica, CFA's Merrill Lynch Asset Management Experience September 1988 - June 2004
Job Vice President/Portfolio Manager at Bank of America/Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Bank of America/Merrill Lynch Global Wealth Management November 2009 - Present
UBS Wealth Management June 2004 - November 2009
Merrill Lynch Asset Management September 1988 - June 2004
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1991
MBA, Finance
Louisiana State University 1984 — 1988
B.S, Finance
Bank of America/Merrill Lynch Global Wealth Management November 2009 - Present
UBS Wealth Management June 2004 - November 2009
Merrill Lynch Asset Management September 1988 - June 2004
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1991
MBA, Finance
Louisiana State University 1984 — 1988
B.S, Finance
Linda Muldoon's Merrill Lynch Asset Management Experience June 1985 - March 1993
Job Hospice and Palliative Care Social Worker at South Shore Hospital
Industry Hospital & Health Care
Experience
Various Hospice Agencies August 2013 - July 2014
Norwell VNA and Hospice 2010 - 2013
Bergen Regional Medical Center September 2008 - May 2009
Merrill Lynch Asset Management June 1985 - March 1993
Skills
Hospice, End of life counseling, Assess need for..., Strong written and oral..., Works well in a team, Psychosocial assessments, Healthcare, Home Care, Hospitals
Education
Boston University School of Social Work 2009 — 2010
Master of Social Work (MSW), Clinical concentration
Rider University 1987 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
Douglass College, Rutgers University 1981 — 1985
Bachelor of Arts (BA), Economics/Accounting
Various Hospice Agencies August 2013 - July 2014
Norwell VNA and Hospice 2010 - 2013
Bergen Regional Medical Center September 2008 - May 2009
Merrill Lynch Asset Management June 1985 - March 1993
Skills
Hospice, End of life counseling, Assess need for..., Strong written and oral..., Works well in a team, Psychosocial assessments, Healthcare, Home Care, Hospitals
Education
Boston University School of Social Work 2009 — 2010
Master of Social Work (MSW), Clinical concentration
Rider University 1987 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
Douglass College, Rutgers University 1981 — 1985
Bachelor of Arts (BA), Economics/Accounting
Vincent Willoughby Vincent Willoughby's Merrill Lynch Asset Management Experience October 1996 - January 1997
Job Senior Administrator at Temple University
Industry Hospital & Health Care
Experience
Temple University School of Medicine August 2014 - Present
Temple University School of Medicine August 2010 - August 2014
Temple University School of Medicine January 2002 - July 2010
Temple University Hospital January 1997 - January 2002
Merrill Lynch Asset Management October 1996 - January 1997
PFPC (PNC Financial Services Group) September 1995 - October 1996
Skills
Healthcare Management, Financial Reporting, Strategic Planning, Department Budgeting, Personnel Management, Financial Analysis, Operating Budgets, Financial Accounting, Financial Variance..., Medical Records, Conflict Resolution, Process Improvement, Pediatrics, Leadership, Healthcare, Hospitals, Policy, System Administration, Nonprofits, HIPAA, Data Analysis, Healthcare Information..., Leadership Development, Analysis, Budgets, Healthcare Consulting, Training, Organizational..., Community Outreach, Staff Development, EHR, Outlook, Program Management, Access, Public Speaking, Physicians, Team Building, Revenue Cycle, Medicaid, EMR, Program Development, Medicare, Managed Care, Healthcare Industry, Quality Improvement, Epic Systems, Performance Improvement, Physician Relations, Health Policy, Administration
Education
Lincoln University
Bachelor of Science (B.S.), Accounting
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Business Administration, Global Business Strategy, & Management
Temple University School of Medicine August 2014 - Present
Temple University School of Medicine August 2010 - August 2014
Temple University School of Medicine January 2002 - July 2010
Temple University Hospital January 1997 - January 2002
Merrill Lynch Asset Management October 1996 - January 1997
PFPC (PNC Financial Services Group) September 1995 - October 1996
Skills
Healthcare Management, Financial Reporting, Strategic Planning, Department Budgeting, Personnel Management, Financial Analysis, Operating Budgets, Financial Accounting, Financial Variance..., Medical Records, Conflict Resolution, Process Improvement, Pediatrics, Leadership, Healthcare, Hospitals, Policy, System Administration, Nonprofits, HIPAA, Data Analysis, Healthcare Information..., Leadership Development, Analysis, Budgets, Healthcare Consulting, Training, Organizational..., Community Outreach, Staff Development, EHR, Outlook, Program Management, Access, Public Speaking, Physicians, Team Building, Revenue Cycle, Medicaid, EMR, Program Development, Medicare, Managed Care, Healthcare Industry, Quality Improvement, Epic Systems, Performance Improvement, Physician Relations, Health Policy, Administration
Education
Lincoln University
Bachelor of Science (B.S.), Accounting
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Business Administration, Global Business Strategy, & Management
Andrea Procopio Andrea Procopio's Merrill Lynch Asset Management Experience March 1991 - December 1994
Job Philanthropic Officer U.S.Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management July 2012 - Present
Merrill Lynch Trust Company January 1995 - June 2012
Merrill Lynch Asset Management March 1991 - December 1994
Skills
Wealth Management, Investment Banking, Legal Administration, Sales Coordination, Writing, People-oriented, Communication Skills, Asset Managment, Computer Proficiency, Trust Management, Grant Administration, Mutual Funds and..., Asset Management, Wealth Management..., Philanthropy, High Net Worth..., Investment Management, Investment Advisory, Estate Planning, Tax, Banking, Charities, Financial Services, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School
U.S. Trust, Bank of America Private Wealth Management July 2012 - Present
Merrill Lynch Trust Company January 1995 - June 2012
Merrill Lynch Asset Management March 1991 - December 1994
Skills
Wealth Management, Investment Banking, Legal Administration, Sales Coordination, Writing, People-oriented, Communication Skills, Asset Managment, Computer Proficiency, Trust Management, Grant Administration, Mutual Funds and..., Asset Management, Wealth Management..., Philanthropy, High Net Worth..., Investment Management, Investment Advisory, Estate Planning, Tax, Banking, Charities, Financial Services, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Vivian DeBlasi Vivian DeBlasi's Merrill Lynch Asset Management Experience 1982 - 2002
Job Owner, Gateway to the Hamptons Real Estate
Industry Real Estate
Experience
Gateway to the Hamptons Real Estate 2004 - Present
Merrill Lynch Asset Management 1982 - 2002
Merrill Lynch Investment Managers 1969 - 2001
Skills
Accredited Buyers..., Certified Buyers..., Certified Short Sales..., Short Sales, Sellers, REO, Investors, Condos, Rentals, First Time Home Buyers, Single Family Homes, Land, Real Estate, Real Estate Transactions, National Association of..., Investments, Investment Properties, Relocation, Referrals, Real Property, Commercial Real Estate, Foreclosures, Real Estate Development, Property, HUD, Buyers, Residential Homes, Buyer Representation, Townhomes, Listings, Move Up Buyers
Education
Rider University
MBA, Business
Rider University
BS, Finance
Gateway to the Hamptons Real Estate 2004 - Present
Merrill Lynch Asset Management 1982 - 2002
Merrill Lynch Investment Managers 1969 - 2001
Skills
Accredited Buyers..., Certified Buyers..., Certified Short Sales..., Short Sales, Sellers, REO, Investors, Condos, Rentals, First Time Home Buyers, Single Family Homes, Land, Real Estate, Real Estate Transactions, National Association of..., Investments, Investment Properties, Relocation, Referrals, Real Property, Commercial Real Estate, Foreclosures, Real Estate Development, Property, HUD, Buyers, Residential Homes, Buyer Representation, Townhomes, Listings, Move Up Buyers
Education
Rider University
MBA, Business
Rider University
BS, Finance
Philip Galgano's Merrill Lynch Asset Management Experience December 1993 - July 1997
Job Managing Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's May 1998 - Present
Deutsche Morgan Grenfell, Inc. August 1997 - May 1998
Merrill Lynch Asset Management December 1993 - July 1997
Skills
Commercial Paper, Securitization, ABS, Financial Structuring, Interest Rate..., Money Market, Credit, Fixed Income Analysis, Foreign Exchange, Commodity, Mutual Funds, Structured Finance, Structured Products, Bonds, Capital Markets, Fixed Income, Credit Derivatives, CDS, Derivatives, CDO, Hedge Funds, Bloomberg, Leadership, Financial Markets, MBS
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
MBA, Finance
Virginia Military Institute 1981 — 1985
BA, Economics
Standard & Poor's May 1998 - Present
Deutsche Morgan Grenfell, Inc. August 1997 - May 1998
Merrill Lynch Asset Management December 1993 - July 1997
Skills
Commercial Paper, Securitization, ABS, Financial Structuring, Interest Rate..., Money Market, Credit, Fixed Income Analysis, Foreign Exchange, Commodity, Mutual Funds, Structured Finance, Structured Products, Bonds, Capital Markets, Fixed Income, Credit Derivatives, CDS, Derivatives, CDO, Hedge Funds, Bloomberg, Leadership, Financial Markets, MBS
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
MBA, Finance
Virginia Military Institute 1981 — 1985
BA, Economics
James J. Witterschein, CFA James J. Witterschein, CFA's Merrill Lynch Asset Management Experience 1985 - 1986
Job
Industry Investment Management
Experience
People's United Bank February 2012 - Present
PNC Wealth Management 2003 - 2012
Mellon Private Wealth Management 2001 - 2003
Merrill Lynch Investment Managers 1987 - 2001
Merrill Lynch Asset Management 1985 - 1986
Merrill Lynch Asset Management 1983 - 1985
U.S. Securities and Exchange Commission 1979 - 1983
Skills
Portfolio Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, Series 7
Education
Fairleigh Dickinson University 1982 — 1986
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1975 — 1979
Bachelor of Arts (B.A.), Business Administration
People's United Bank February 2012 - Present
PNC Wealth Management 2003 - 2012
Mellon Private Wealth Management 2001 - 2003
Merrill Lynch Investment Managers 1987 - 2001
Merrill Lynch Asset Management 1985 - 1986
Merrill Lynch Asset Management 1983 - 1985
U.S. Securities and Exchange Commission 1979 - 1983
Skills
Portfolio Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, Series 7
Education
Fairleigh Dickinson University 1982 — 1986
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1975 — 1979
Bachelor of Arts (B.A.), Business Administration
Matthew Kraut Matthew Kraut's Merrill Lynch Asset Management Experience August 1998 - October 1998
Job Trader at ZweigDiMenna
Industry Financial Services
Experience
Zweig-DiMenna November 1998 - Present
Merrill Lynch Asset Management August 1998 - October 1998
Skills
Thompson One, Stocks, Hedge Funds, Bloomberg, Eze Castle, Futures Trading, Currency Futures, Commodity Markets, International, Bonds, Prime Brokerage, Equities, Trading, Series 7, Commodity, Alternative Investments, Trading Systems, Asset Management, Capital Markets, Electronic Trading, Fixed Income, Portfolio Management
Education
State University of New York at Albany 1994 — 1998
Major: Economics Minor(s): Business Administration & Criminal Justice
Old Bridge High School 1990 — 1994
Zweig-DiMenna November 1998 - Present
Merrill Lynch Asset Management August 1998 - October 1998
Skills
Thompson One, Stocks, Hedge Funds, Bloomberg, Eze Castle, Futures Trading, Currency Futures, Commodity Markets, International, Bonds, Prime Brokerage, Equities, Trading, Series 7, Commodity, Alternative Investments, Trading Systems, Asset Management, Capital Markets, Electronic Trading, Fixed Income, Portfolio Management
Education
State University of New York at Albany 1994 — 1998
Major: Economics Minor(s): Business Administration & Criminal Justice
Old Bridge High School 1990 — 1994
Hari Nanda Hari Nanda's Merrill Lynch Asset Management Experience November 1998 - June 1999
Job Consulting Systems Engineer at FireEye, Inc.
Industry Computer & Network Security
Experience
FireEye, Inc. June 2015 - Present
Riverbed Technology July 2013 - June 2015
Brocade July 2012 - July 2013
GAIN Capital November 2010 - July 2012
EQUISERVE/COMPUTERSHARE November 2003 - November 2010
EQUISERVE/DST SYSTEMS November 2001 - November 2003
FIRST CHICAGO TRUST/EQUISERVE July 1999 - November 2001
MERRILL LYNCH ASSET MANAGEMENT November 1998 - June 1999
LUCENT TECHNOLOGIES/PCC November 1996 - November 1998
Fountain Technologies February 1996 - November 1996
Skills
Pre-sales, Fireeye, Cyber-security, Network Security, Network Architecture, IPS, Firewalls, Load Balancing, Networking, Juniper, Switches, Ethernet, Security, VPN, TCP/IP, Application Delivery..., Fortinet, F5 BigIP, A10, Brocade ADX, Radware, Windows Server, BGP, WAN, Network Design, IP, QoS, Data Center, Juniper Technologies
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1995
FireEye, Inc. June 2015 - Present
Riverbed Technology July 2013 - June 2015
Brocade July 2012 - July 2013
GAIN Capital November 2010 - July 2012
EQUISERVE/COMPUTERSHARE November 2003 - November 2010
EQUISERVE/DST SYSTEMS November 2001 - November 2003
FIRST CHICAGO TRUST/EQUISERVE July 1999 - November 2001
MERRILL LYNCH ASSET MANAGEMENT November 1998 - June 1999
LUCENT TECHNOLOGIES/PCC November 1996 - November 1998
Fountain Technologies February 1996 - November 1996
Skills
Pre-sales, Fireeye, Cyber-security, Network Security, Network Architecture, IPS, Firewalls, Load Balancing, Networking, Juniper, Switches, Ethernet, Security, VPN, TCP/IP, Application Delivery..., Fortinet, F5 BigIP, A10, Brocade ADX, Radware, Windows Server, BGP, WAN, Network Design, IP, QoS, Data Center, Juniper Technologies
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1995
Joseph Tully Joseph Tully's Merrill Lynch Asset Management Experience September 1983 - July 1987
Job Managing Director Corporate Investments at GE Capital
Industry Financial Services
Experience
GE Capital September 2011 - Present
Prudential Financial July 1987 - February 2010
Merrill Lynch Asset Management September 1983 - July 1987
Office of the Comptroller of the Currency February 1982 - September 1983
Skills
Fixed Income, Asset Managment, Portfolio Management, Investments, Mutual Funds, Bonds, Investment Strategies, Risk Management, Trading, Banking, Financial Services, Money Market, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Financial Analysis, Financial Modeling, Securities
Education
Rutgers University-New Brunswick 1989 — 1992
MBA, Finance
Fordham University 1978 — 1982
BA, Finance
GE Capital September 2011 - Present
Prudential Financial July 1987 - February 2010
Merrill Lynch Asset Management September 1983 - July 1987
Office of the Comptroller of the Currency February 1982 - September 1983
Skills
Fixed Income, Asset Managment, Portfolio Management, Investments, Mutual Funds, Bonds, Investment Strategies, Risk Management, Trading, Banking, Financial Services, Money Market, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Financial Analysis, Financial Modeling, Securities
Education
Rutgers University-New Brunswick 1989 — 1992
MBA, Finance
Fordham University 1978 — 1982
BA, Finance
Aida El-Manzalawi Aida El-Manzalawi's Merrill Lynch Asset Management Experience 1998 - 2000
Job Private Equity Product Support Management at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies December 2014 - Present
FactSet May 2014 - November 2014
Bloomberg 2010 - 2013
Bloomberg 2001 - 2010
Bank of New York Mellon January 2001 - April 2001
Bank of New York Mellon 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Skills
Bloomberg, Equities, Mutual Funds, Equity Research, Financial Markets, Hedge Funds, Investments, Investment Banking, Emerging Markets, Asset Management, Finance, Windows, Cross-functional Team..., Bloomberg Terminal, Creative Writing, Public Speaking, Creating and Producing..., small business..., Direct Sales, Small Business, Management, Financial Analysis, Financial Services
Education
Rider University
Bachelor's degree, Business Administration/Accounting
SS&C Technologies December 2014 - Present
FactSet May 2014 - November 2014
Bloomberg 2010 - 2013
Bloomberg 2001 - 2010
Bank of New York Mellon January 2001 - April 2001
Bank of New York Mellon 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Skills
Bloomberg, Equities, Mutual Funds, Equity Research, Financial Markets, Hedge Funds, Investments, Investment Banking, Emerging Markets, Asset Management, Finance, Windows, Cross-functional Team..., Bloomberg Terminal, Creative Writing, Public Speaking, Creating and Producing..., small business..., Direct Sales, Small Business, Management, Financial Analysis, Financial Services
Education
Rider University
Bachelor's degree, Business Administration/Accounting
Thomas D'Auria CFA Thomas D'Auria CFA's Merrill Lynch Asset Management Experience March 1993 - December 1997
Job Managing Partner at Tandem Investment Partners
Industry Financial Services
Experience
Tandem Investment Partners May 2011 - Present
Dumont and Blake Investment Advisors June 2005 - May 2011
HSBC Investments December 1997 - August 2005
Merrill Lynch Asset Management March 1993 - December 1997
Midlantic National Bank (now PNC) November 1992 - March 1994
Dreman Value Management March 1986 - November 1992
NYC Buidlings Department July 1984 - March 1986
Skills
Investment Advisory, Financial Planning, Portfolio Management, 401k, Options, Wealth Management, High Net Worth..., Retirement Planning, Equities, Management, Client Development, Alternative Investments, ETFs, Investment Management, Investments, Fixed Income, Securities, Asset Allocation, Hedge Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Asset Management, Bonds, Equity Trading, Series 7, Mutual Funds, Equity Research, Bloomberg, Capital Markets, Equity Valuation, Valuation, Finance, Leadership, Financial Modeling
Education
City University of New York-College of Staten Island 1985 — 1990
BS w/ honors, Finance
Monsignor Farrell 1979 — 1983
College/University Preparatory and Advanced High School/Secondary Diploma Program
Tandem Investment Partners May 2011 - Present
Dumont and Blake Investment Advisors June 2005 - May 2011
HSBC Investments December 1997 - August 2005
Merrill Lynch Asset Management March 1993 - December 1997
Midlantic National Bank (now PNC) November 1992 - March 1994
Dreman Value Management March 1986 - November 1992
NYC Buidlings Department July 1984 - March 1986
Skills
Investment Advisory, Financial Planning, Portfolio Management, 401k, Options, Wealth Management, High Net Worth..., Retirement Planning, Equities, Management, Client Development, Alternative Investments, ETFs, Investment Management, Investments, Fixed Income, Securities, Asset Allocation, Hedge Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Asset Management, Bonds, Equity Trading, Series 7, Mutual Funds, Equity Research, Bloomberg, Capital Markets, Equity Valuation, Valuation, Finance, Leadership, Financial Modeling
Education
City University of New York-College of Staten Island 1985 — 1990
BS w/ honors, Finance
Monsignor Farrell 1979 — 1983
College/University Preparatory and Advanced High School/Secondary Diploma Program
Yasmine Lonon's Merrill Lynch Asset Management Experience May 1999 - August 1999
Job Senior Research Analyst ESG
Industry Capital Markets
Experience
MSCI, Inc. (formerly: Morgan Stanley Capital International/RiskMetrics/KLD Research & Analytics) September 2007 - Present
John Snow, Inc. October 2005 - July 2007
OIC International Ghana August 2004 - May 2005
Medicos del Mundo Argentina June 2002 - July 2002
The International Human Rights Advocacy Center April 2002 - June 2002
The World Bank, Disaster Management Facility March 2002 - April 2002
JP Morgan & Co. July 2000 - October 2001
Merrill Lynch Asset Management May 1999 - August 1999
Skills
Corporate Social..., International..., Capacity Building, Data Analysis, Research, Qualitative Research, Proposal Writing, Program Evaluation, Policy, Analysis, Program Management, Nonprofits, Policy Analysis, Grants, Public Policy, Economics, Community Development, Emerging Markets
Education
London School of Economics and Political Science
MSc, Development Studies (Economic Development Policy and Human Rights)
Rutgers University
B.S. (Honors), Finance
MSCI, Inc. (formerly: Morgan Stanley Capital International/RiskMetrics/KLD Research & Analytics) September 2007 - Present
John Snow, Inc. October 2005 - July 2007
OIC International Ghana August 2004 - May 2005
Medicos del Mundo Argentina June 2002 - July 2002
The International Human Rights Advocacy Center April 2002 - June 2002
The World Bank, Disaster Management Facility March 2002 - April 2002
JP Morgan & Co. July 2000 - October 2001
Merrill Lynch Asset Management May 1999 - August 1999
Skills
Corporate Social..., International..., Capacity Building, Data Analysis, Research, Qualitative Research, Proposal Writing, Program Evaluation, Policy, Analysis, Program Management, Nonprofits, Policy Analysis, Grants, Public Policy, Economics, Community Development, Emerging Markets
Education
London School of Economics and Political Science
MSc, Development Studies (Economic Development Policy and Human Rights)
Rutgers University
B.S. (Honors), Finance
Stephen (Steve) Silverman's Merrill Lynch Asset Management Experience 1983 - 2002
Job Ironbound Capital Management LP
Industry Investment Management
Experience
Ironbound Capital Management LP 2004 - Present
Merrill Lynch Asset Management 1983 - 2002
Equitable Investment Management 1980 - 1983
Kmart Corporation 1978 - 1980
United States Marine Corps 1973 - 1976
Skills
Equities, Investment Management, Mutual Funds, Investments, Asset Managment, Portfolio Management, Alternative Investments, Hedge Funds, Valuation, Private Equity, Financial Modeling, Asset Allocation
Education
The University of Chicago - Booth School of Business 1976 — 1978
MBA, accounting and finance
Case Western Reserve University 1968 — 1972
B.A., philosophy
Ironbound Capital Management LP 2004 - Present
Merrill Lynch Asset Management 1983 - 2002
Equitable Investment Management 1980 - 1983
Kmart Corporation 1978 - 1980
United States Marine Corps 1973 - 1976
Skills
Equities, Investment Management, Mutual Funds, Investments, Asset Managment, Portfolio Management, Alternative Investments, Hedge Funds, Valuation, Private Equity, Financial Modeling, Asset Allocation
Education
The University of Chicago - Booth School of Business 1976 — 1978
MBA, accounting and finance
Case Western Reserve University 1968 — 1972
B.A., philosophy
SARAH BURRALL's Merrill Lynch Asset Management Experience 1976 - 1977
Job Consultant at Alliance Consulting
Industry Management Consulting
Experience
Alliance Consulting February 1998 - Present
Independent Management Consulting Service 1987 - 1997
Gavin Anderson & Company 1982 - 1987
Burson-Marsteller 1979 - 1982
Norman Craig & Kummel 1978 - 1979
Merrill Lynch Asset Management 1976 - 1977
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 1971 — 1975
B.S. in Economics, Marketing Major, English Minor
Alliance Consulting February 1998 - Present
Independent Management Consulting Service 1987 - 1997
Gavin Anderson & Company 1982 - 1987
Burson-Marsteller 1979 - 1982
Norman Craig & Kummel 1978 - 1979
Merrill Lynch Asset Management 1976 - 1977
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 1971 — 1975
B.S. in Economics, Marketing Major, English Minor
Ronald Wright, CFA's Merrill Lynch Asset Management Experience 1993 - 1994
Job President, Advantage Investing, Inc.
Industry Investment Management
Experience
Advantage Investing, Inc. March 1997 - Present
Spectrum Financial, Inc. 1994 - 1997
Merrill Lynch Asset Management 1993 - 1994
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Microsoft Excel, Valuation, Microsoft Office, Alternative Investments, Private Equity, Business Strategy, Risk Management, Mutual Funds, Strategic Planning, Bloomberg, Wealth Management, Derivatives, Finance
Education
Cedarville University 1990 — 1993
Bachelor of Arts (B.A.), Accounting and Finance (double major)
Advantage Investing, Inc. March 1997 - Present
Spectrum Financial, Inc. 1994 - 1997
Merrill Lynch Asset Management 1993 - 1994
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Microsoft Excel, Valuation, Microsoft Office, Alternative Investments, Private Equity, Business Strategy, Risk Management, Mutual Funds, Strategic Planning, Bloomberg, Wealth Management, Derivatives, Finance
Education
Cedarville University 1990 — 1993
Bachelor of Arts (B.A.), Accounting and Finance (double major)
Alex Gold's Merrill Lynch Asset Management Experience 1994 - 1999
Job IT Executive at Munich Reinsurance America, Inc.
Industry Information Technology and Services
Experience
Munich Re (US Operations) January 2010 - Present
Munich Re America 2008 - February 2010
Munich Re America 2002 - 2008
Prudential Financial 1999 - 2002
Merrill Lynch Asset Management 1994 - 1999
Skills
SDLC, IT Management, Business Intelligence
Education
New Jersey Institute of Technology 1984 — 1989
Munich Re (US Operations) January 2010 - Present
Munich Re America 2008 - February 2010
Munich Re America 2002 - 2008
Prudential Financial 1999 - 2002
Merrill Lynch Asset Management 1994 - 1999
Skills
SDLC, IT Management, Business Intelligence
Education
New Jersey Institute of Technology 1984 — 1989
Clifford Kitey's Merrill Lynch Asset Management Experience 1997 - 1998
Job General Manager at FED USA INSURANCE
Industry Financial Services
Experience
FED USA INSURANCE August 2009 - Present
WELLS FARGO ADVISORS February 2008 - August 2009
SINNICKSON PROPERTIES July 2006 - February 2008
GLENMEDE TRUST COMPANY 1999 - 2006
MERRILL LYNCH ASSET MANAGEMENT 1997 - 1998
DREYFUS CORPORATION 1996 - 1997
VAN ECK ASSOCIATES CORPORATION 1993 - 1996
PEPSICO, TACO BELL CORPORATION 1992 - 1993
H.A. STEEN INDUSTRIES INC. 1989 - 1992
FOSTER HIGGINS 1988 - 1989
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Analysis, Investments, Equities, Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
M.B.A., Finance & International Business
LIU Post 1984 — 1988
B.S., Mathematics
FED USA INSURANCE August 2009 - Present
WELLS FARGO ADVISORS February 2008 - August 2009
SINNICKSON PROPERTIES July 2006 - February 2008
GLENMEDE TRUST COMPANY 1999 - 2006
MERRILL LYNCH ASSET MANAGEMENT 1997 - 1998
DREYFUS CORPORATION 1996 - 1997
VAN ECK ASSOCIATES CORPORATION 1993 - 1996
PEPSICO, TACO BELL CORPORATION 1992 - 1993
H.A. STEEN INDUSTRIES INC. 1989 - 1992
FOSTER HIGGINS 1988 - 1989
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Analysis, Investments, Equities, Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
M.B.A., Finance & International Business
LIU Post 1984 — 1988
B.S., Mathematics
Susan Wenitsky, CPA's Merrill Lynch Asset Management Experience 1996 - 1997
Job CAO at Voice Systems Engineering
Industry Entertainment
Experience
Voice Systems Engineering (VSE, Inc.) 1998 - Present
Augustinian Province 1997 - 1998
Merrill Lynch Asset Management 1996 - 1997
SEI 1995 - 1996
Skills
Strategic Planning, Leadership, Social Media, Marketing, Customer Service, Email Marketing, Public Speaking, Project Management, Sales, Online Marketing, Accounting, Business Strategy, CRM, Brand Management, Social Networking, Process Improvement, Microsoft Office, Direct Marketing, Social Media Marketing, Financial Analysis, Marketing Strategy, Program Management, Adobe Creative Suite, Human Resources, Management, Public Relations, Online Advertising, Microsoft Excel, SEC filings, Marketing Communications, Advertising, E-commerce, Event Planning, Financial Reporting, Vendor Management, Constant Contact, Brand Development
Education
Rider University 1991 — 1995
BS, Finance
La Salle University
Voice Systems Engineering (VSE, Inc.) 1998 - Present
Augustinian Province 1997 - 1998
Merrill Lynch Asset Management 1996 - 1997
SEI 1995 - 1996
Skills
Strategic Planning, Leadership, Social Media, Marketing, Customer Service, Email Marketing, Public Speaking, Project Management, Sales, Online Marketing, Accounting, Business Strategy, CRM, Brand Management, Social Networking, Process Improvement, Microsoft Office, Direct Marketing, Social Media Marketing, Financial Analysis, Marketing Strategy, Program Management, Adobe Creative Suite, Human Resources, Management, Public Relations, Online Advertising, Microsoft Excel, SEC filings, Marketing Communications, Advertising, E-commerce, Event Planning, Financial Reporting, Vendor Management, Constant Contact, Brand Development
Education
Rider University 1991 — 1995
BS, Finance
La Salle University
Mike Gujda's Merrill Lynch Asset Management Experience November 1991 - May 1994
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
Jill Herring's Merrill Lynch Asset Management Experience 1990 - 2000
Job Owner, Jill Herring
Industry Financial Services
Experience
Jill Herring managerwilmington trust co2000 - 2002
merrill lynch asset management 1990 - 2000
Education
Drexel University 1981 — 1984
Jill Herring managerwilmington trust co2000 - 2002
merrill lynch asset management 1990 - 2000
Education
Drexel University 1981 — 1984
Maria Huh's Merrill Lynch Asset Management Experience June 1999 - August 2000
Job Registered Nurse at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center March 2011 - Present
BNY Mellon Asset Management June 2004 - March 2008
Neuberger Berman September 2002 - June 2004
OppenheimerFunds August 2000 - March 2002
Merrill Lynch Asset Management June 1999 - August 2000
Skills
Teaching, Nursing, Community Outreach, Mutual Funds, Medical/Surgical, Financial Services, EMR, BLS, ACLS, Acute Care, Public Speaking, Healthcare, Pediatrics
Education
New York University 2009 — 2010
BSN, Nursing
Rutgers University-New Brunswick
NYU Langone Medical Center March 2011 - Present
BNY Mellon Asset Management June 2004 - March 2008
Neuberger Berman September 2002 - June 2004
OppenheimerFunds August 2000 - March 2002
Merrill Lynch Asset Management June 1999 - August 2000
Skills
Teaching, Nursing, Community Outreach, Mutual Funds, Medical/Surgical, Financial Services, EMR, BLS, ACLS, Acute Care, Public Speaking, Healthcare, Pediatrics
Education
New York University 2009 — 2010
BSN, Nursing
Rutgers University-New Brunswick
John Orosz's Merrill Lynch Asset Management Experience 1992 - 1995
Job Sales Consultant at Linedata Services
Industry Computer Software
Experience
Linedata Services April 2009 - Present
Linedata Services February 2001 - April 2009
New York Life Investment Management 1995 - 2001
Merrill Lynch Asset Management 1992 - 1995
Education
Montclair State University 1985 — 1990
Linedata Services April 2009 - Present
Linedata Services February 2001 - April 2009
New York Life Investment Management 1995 - 2001
Merrill Lynch Asset Management 1992 - 1995
Education
Montclair State University 1985 — 1990
George Pelose's Merrill Lynch Asset Management Experience 1997 - 1999
Job Corporate Attorney, Board Member, Business Advisor, Mentor
Industry Financial Services
Experience
Marlin Business Services Corp June 1999 - March 2014
Merrill Lynch Asset Management 1997 - 1999
Morgan, Lewis & Bockius LLP 1994 - 1997
PNC Bank, National Association September 1986 - August 1991
Skills
Finance, Credit, Commercial Lending, Loans, Financial Services, Risk Management, Corporate Governance, Board Governance, Board of Directors, Board Relations, Advisory Boards, Legal Advice, Corporate Law, Public Companies, SEC filings, Small Business, Business Strategy, Strategic Planning, SEC Filings, Start-ups, Management, Mergers & Acquisitions, Leadership
Education
University of Pennsylvania Law School 1991 — 1994
Doctor of Law (J.D.)
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Economics
Marlin Business Services Corp June 1999 - March 2014
Merrill Lynch Asset Management 1997 - 1999
Morgan, Lewis & Bockius LLP 1994 - 1997
PNC Bank, National Association September 1986 - August 1991
Skills
Finance, Credit, Commercial Lending, Loans, Financial Services, Risk Management, Corporate Governance, Board Governance, Board of Directors, Board Relations, Advisory Boards, Legal Advice, Corporate Law, Public Companies, SEC filings, Small Business, Business Strategy, Strategic Planning, SEC Filings, Start-ups, Management, Mergers & Acquisitions, Leadership
Education
University of Pennsylvania Law School 1991 — 1994
Doctor of Law (J.D.)
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Economics
John Dean, CFA's Merrill Lynch Asset Management Experience February 1989 - April 1990
Job Experienced Credit Research Department Head
Industry Investment Management
Experience
Loomis, Sayles & Company April 1990 - July 2011
Merrill Lynch Asset Management February 1989 - April 1990
Moody's Investors Service March 1983 - January 1989
Skills
Investments, Fixed Income, Credit
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Iowa
Ph.D., Ecology and Evolutionary Biology
University of Massachusetts, Amherst
B.S., Zoology
Loomis, Sayles & Company April 1990 - July 2011
Merrill Lynch Asset Management February 1989 - April 1990
Moody's Investors Service March 1983 - January 1989
Skills
Investments, Fixed Income, Credit
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Iowa
Ph.D., Ecology and Evolutionary Biology
University of Massachusetts, Amherst
B.S., Zoology
Hang Jia's Merrill Lynch Asset Management Experience January 1998 - January 1999
Job Director, Customer Engineering, Network Services at IPC
Industry Telecommunications
Experience
IPC September 2011 - Present
BTID (BT Americas) April 2010 - September 2011
BTID (BT Americas) January 2008 - March 2010
Radianz September 2002 - December 2007
MCIWorldcom July 1999 - August 2002
Merrill Lynch Asset Management January 1998 - January 1999
IXNET (acquired by Global Crossing) January 1997 - January 1998
Merrill Lynch January 1996 - January 1997
nCUBE January 1995 - January 1996
Education
Rutgers University 1990 — 1993
Ph.D, Computer Aided Engineering
Rutgers University 1987 — 1990
MS, Computer Aided Engineering
University of Science and Technology of China
BS, Mechanical Engineering
IPC September 2011 - Present
BTID (BT Americas) April 2010 - September 2011
BTID (BT Americas) January 2008 - March 2010
Radianz September 2002 - December 2007
MCIWorldcom July 1999 - August 2002
Merrill Lynch Asset Management January 1998 - January 1999
IXNET (acquired by Global Crossing) January 1997 - January 1998
Merrill Lynch January 1996 - January 1997
nCUBE January 1995 - January 1996
Education
Rutgers University 1990 — 1993
Ph.D, Computer Aided Engineering
Rutgers University 1987 — 1990
MS, Computer Aided Engineering
University of Science and Technology of China
BS, Mechanical Engineering
Marc Scher's Merrill Lynch Asset Management Experience 1999 - 2001
Job Chief Operating Officer
Industry Financial Services
Experience
GBI August 2009 - Present
Merrill Lynch January 2006 - September 2008
Merrill Lynch Investment Managers January 2002 - December 2005
Merrill Lynch Asset Management 1999 - 2001
Merrill Lynch Asset Management 1997 - 1999
Merrill Lynch Asset Management 1994 - 1997
Merrill Lynch Financial Data Services 1993 - 1994
Merrill Lynch Financial Data Services 1992 - 1993
Merrill Lynch Financial Data Services 1991 - 1992
Merrill Lynch Financial Data Services 1990 - 1991
Skills
Process Improvement, Financial Services, Strategy, Leadership Development, Investment Management, Team Leadership, Mutual Funds, Alternative Investments, Leadership, Management, Change Management, Program Management, Operations Management, Business Process..., Strategic Planning, Risk Management, Due Diligence, Finance
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Psychology
GBI August 2009 - Present
Merrill Lynch January 2006 - September 2008
Merrill Lynch Investment Managers January 2002 - December 2005
Merrill Lynch Asset Management 1999 - 2001
Merrill Lynch Asset Management 1997 - 1999
Merrill Lynch Asset Management 1994 - 1997
Merrill Lynch Financial Data Services 1993 - 1994
Merrill Lynch Financial Data Services 1992 - 1993
Merrill Lynch Financial Data Services 1991 - 1992
Merrill Lynch Financial Data Services 1990 - 1991
Skills
Process Improvement, Financial Services, Strategy, Leadership Development, Investment Management, Team Leadership, Mutual Funds, Alternative Investments, Leadership, Management, Change Management, Program Management, Operations Management, Business Process..., Strategic Planning, Risk Management, Due Diligence, Finance
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Psychology
Michael Acker's Merrill Lynch Asset Management Experience September 1994 - November 1997
Job Director, Global Funds at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2000 - Present
Morgan Stanley November 1997 - May 2000
Merrill Lynch Asset Management September 1994 - November 1997
Education
Bishop Egan
Bishop Egan
Bishop Egan
LaSalle University
Master of Business Administration (MBA), Business/Managerial Economics
Temple University
Bachelor of Science (BS), Economics
Merrill Lynch May 2000 - Present
Morgan Stanley November 1997 - May 2000
Merrill Lynch Asset Management September 1994 - November 1997
Education
Bishop Egan
Bishop Egan
Bishop Egan
LaSalle University
Master of Business Administration (MBA), Business/Managerial Economics
Temple University
Bachelor of Science (BS), Economics
Phyllis Lissauer's Merrill Lynch Asset Management Experience October 1975 - January 2000
Job Owner, Specialized Consulting, LLC
Industry Financial Services
Experience
Specialized Consulting, LLC January 2000 - Present
AIG August 2010 - September 2015
Showman Fabricators December 2009 - July 2010
Pro Bono for various small businesses September 2008 - December 2009
Bank Hapoalim NY February 2006 - July 2008
BusinessEdge Solutions - an EMC consulting practice January 2006 - July 2008
National Life Group August 2003 - October 2003
JPMorgan Chase June 2000 - November 2002
National Life Group January 2000 - June 2000
Merrill Lynch Asset Management October 1975 - January 2000
Skills
Investments, Business Analysis, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Management, Business Process..., Management Consulting, Vendor Management
Education
City University of New York City College
City University of New York-Brooklyn College
Specialized Consulting, LLC January 2000 - Present
AIG August 2010 - September 2015
Showman Fabricators December 2009 - July 2010
Pro Bono for various small businesses September 2008 - December 2009
Bank Hapoalim NY February 2006 - July 2008
BusinessEdge Solutions - an EMC consulting practice January 2006 - July 2008
National Life Group August 2003 - October 2003
JPMorgan Chase June 2000 - November 2002
National Life Group January 2000 - June 2000
Merrill Lynch Asset Management October 1975 - January 2000
Skills
Investments, Business Analysis, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Management, Business Process..., Management Consulting, Vendor Management
Education
City University of New York City College
City University of New York-Brooklyn College
Beth Rogalski's Merrill Lynch Asset Management Experience January 1985 - January 1996
Job Office Manager
Industry Financial Services
Experience
Austin Wealth Specialists 2012 - Present
SHIR AMI June 2002 - Present
Allied Printing & Mailing March 2009 - October 2010
SAGE ADVISORY SERVICES October 1996 - October 1999
MERRILL LYNCH ASSET MANAGEMENT January 1985 - January 1996
Skills
Payroll, Training, Human Resources, Portfolio Management, Program Management, Asset Management, Customer Service, Public Speaking, Social Media
Education
Florida Atlantic University 1995 — 1996
Business Administration
Palm Beach Community College 1993 — 1995
Associates of Arts, Business Administration, Business
Berkeley College 1982 — 1982
Secretarial, Office Adminsistration
Austin Wealth Specialists 2012 - Present
SHIR AMI June 2002 - Present
Allied Printing & Mailing March 2009 - October 2010
SAGE ADVISORY SERVICES October 1996 - October 1999
MERRILL LYNCH ASSET MANAGEMENT January 1985 - January 1996
Skills
Payroll, Training, Human Resources, Portfolio Management, Program Management, Asset Management, Customer Service, Public Speaking, Social Media
Education
Florida Atlantic University 1995 — 1996
Business Administration
Palm Beach Community College 1993 — 1995
Associates of Arts, Business Administration, Business
Berkeley College 1982 — 1982
Secretarial, Office Adminsistration
Benjamin Genek's Merrill Lynch Asset Management Experience June 1993 - July 1997
Job Head of Market Risk, ALM Liquidity Risk and Counterparty Credit Risk at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2011 - Present
Natixis North America March 2004 - June 2011
Deutsche Bank 1999 - 2004
Nomura Securities July 1997 - November 1999
Merrill Lynch Asset Management June 1993 - July 1997
Skills
Market Risk, Counterparty Risk, Liquidity Risk, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 2003
BS Accounting
Bank of Tokyo-Mitsubishi UFJ June 2011 - Present
Natixis North America March 2004 - June 2011
Deutsche Bank 1999 - 2004
Nomura Securities July 1997 - November 1999
Merrill Lynch Asset Management June 1993 - July 1997
Skills
Market Risk, Counterparty Risk, Liquidity Risk, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 2003
BS Accounting
Lynn Cookfair's Merrill Lynch Asset Management Experience January 1984 - December 1991
Job Manager, Customer Support/Office Manager at Environmental Energy Services, Inc.
Industry Environmental Services
Experience
Environmental Energy Services, Inc. June 2007 - Present
Merrill Lynch Asset Management January 1984 - December 1991
Dreyfus August 1981 - January 1984
Skills
Financial Reporting, Microsoft Word, Account Management, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Insurance, Team Building, Budgets, Management, Due Diligence, Program Management, Investments, Portfolio Management, Leadership, Financial Planning
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting
Environmental Energy Services, Inc. June 2007 - Present
Merrill Lynch Asset Management January 1984 - December 1991
Dreyfus August 1981 - January 1984
Skills
Financial Reporting, Microsoft Word, Account Management, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Insurance, Team Building, Budgets, Management, Due Diligence, Program Management, Investments, Portfolio Management, Leadership, Financial Planning
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting
Donna Strick's Merrill Lynch Asset Management Experience 1998 - 2000
Job Finance Governance Analyst at Swiss Re
Industry Financial Services
Experience
Swiss Re September 2012 - Present
Citco Fund Services August 2009 - September 2012
AllianceBernstein 2001 - 2008
Princeton Financial Systems 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Project USE 1993 - 1995
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Securities, Options, Derivatives, Equity Derivatives, Prime Brokerage, Alternative Investments, Portfolio Management, Trading, Mutual Funds, Asset Managment, Process Improvement, Asset Allocation, Bonds
Education
Gettysburg College 1995 — 1997
BA, Finance
Virginia Wesleyan College 1992 — 1994
Moorestown High School 1988 — 1992
Swiss Re September 2012 - Present
Citco Fund Services August 2009 - September 2012
AllianceBernstein 2001 - 2008
Princeton Financial Systems 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Project USE 1993 - 1995
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Securities, Options, Derivatives, Equity Derivatives, Prime Brokerage, Alternative Investments, Portfolio Management, Trading, Mutual Funds, Asset Managment, Process Improvement, Asset Allocation, Bonds
Education
Gettysburg College 1995 — 1997
BA, Finance
Virginia Wesleyan College 1992 — 1994
Moorestown High School 1988 — 1992
Mary Coughlin's Merrill Lynch Asset Management Experience 1984 - 1987
Job Founder at Barnegat Bay Capital Management, LLC
Industry Investment Management
Experience
Barnegat Bay Capital Management, LLC 1997 - Present
Pipeline Foundation 2006 - 2011
Lehman Brothers Global Asset Management 1994 - 1996
Morgan Stanley Asset Management 1990 - 1994
Continental Asset Management 1987 - 1990
Merrill Lynch Asset Management 1984 - 1987
General Re Corp 1982 - 1984
Skills
Portfolio Management, Equities, Fixed Income, Securities, Management, Investment Management, Options, Sales, Nonprofits, Insurance, Selling, Research, Financial Advisory, Investments, Hedge Funds, Asset Management, Start-ups, Entrepreneurship, Alternative Investments, Strategy, Investment Strategies, Public Speaking
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance & International Economics
Susquehanna University 1978 — 1982
BS, Finance & International Economics
Barnegat Bay Capital Management, LLC 1997 - Present
Pipeline Foundation 2006 - 2011
Lehman Brothers Global Asset Management 1994 - 1996
Morgan Stanley Asset Management 1990 - 1994
Continental Asset Management 1987 - 1990
Merrill Lynch Asset Management 1984 - 1987
General Re Corp 1982 - 1984
Skills
Portfolio Management, Equities, Fixed Income, Securities, Management, Investment Management, Options, Sales, Nonprofits, Insurance, Selling, Research, Financial Advisory, Investments, Hedge Funds, Asset Management, Start-ups, Entrepreneurship, Alternative Investments, Strategy, Investment Strategies, Public Speaking
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance & International Economics
Susquehanna University 1978 — 1982
BS, Finance & International Economics
Maryanne Donald's Merrill Lynch Asset Management Experience April 1983 - July 1991
Job Library Aide at Xaverian Brothers High School
Industry Libraries
Experience
Xaverian Brothers High School September 2004 - June 2011
Barnes & Noble September 1998 - March 2011
Merrill Lynch Asset Management April 1983 - July 1991
Fidelity Union Bancorp March 1981 - April 1983
Fidelity Union Bancorp July 1980 - March 1981
Skills
Leadership, Non-profits, Editing, Strategic Planning, Nonprofits, Investments, Community Outreach, Portfolio Management, Management, Volunteer Management, Leadership Development, Fundraising, Event Planning
Education
Mount Holyoke College 1976 — 1980
BA, American Studies
Notre Dame Academy 1972 — 1976
Xaverian Brothers High School September 2004 - June 2011
Barnes & Noble September 1998 - March 2011
Merrill Lynch Asset Management April 1983 - July 1991
Fidelity Union Bancorp March 1981 - April 1983
Fidelity Union Bancorp July 1980 - March 1981
Skills
Leadership, Non-profits, Editing, Strategic Planning, Nonprofits, Investments, Community Outreach, Portfolio Management, Management, Volunteer Management, Leadership Development, Fundraising, Event Planning
Education
Mount Holyoke College 1976 — 1980
BA, American Studies
Notre Dame Academy 1972 — 1976
Michael J. Brady,CFA's Merrill Lynch Asset Management Experience January 1997 - March 2000
Job Wealth Management Advisor at BofA/Merrill Lynch
Industry Banking
Experience
Bank of America/Merrill Lynch February 2007 - Present
Merrill Lynch Investment Managers January 2005 - September 2006
Merrill Lynch Investment Managers January 2001 - December 2004
Merrill Lynch Investment Managers March 2000 - January 2004
Merrill Lynch Asset Management January 1997 - March 2000
Merrill Lynch Asset Management January 1982 - December 1996
Skills
Private Wealth..., Asset Allocation, Alternative Investments, New Business Development, Financial Planners, Healthcare, Security Analysis, Liquidity Management, Portfolio Management, Mutual Funds, Separately Managed..., Exchange Traded Funds, Series 7, Wealth Management..., Wealth Management, Series 63, Banking, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Finance
Stonehill College 1977 — 1981
Bachelor of Science in Business Administration, Accounting
Bank of America/Merrill Lynch February 2007 - Present
Merrill Lynch Investment Managers January 2005 - September 2006
Merrill Lynch Investment Managers January 2001 - December 2004
Merrill Lynch Investment Managers March 2000 - January 2004
Merrill Lynch Asset Management January 1997 - March 2000
Merrill Lynch Asset Management January 1982 - December 1996
Skills
Private Wealth..., Asset Allocation, Alternative Investments, New Business Development, Financial Planners, Healthcare, Security Analysis, Liquidity Management, Portfolio Management, Mutual Funds, Separately Managed..., Exchange Traded Funds, Series 7, Wealth Management..., Wealth Management, Series 63, Banking, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Finance
Stonehill College 1977 — 1981
Bachelor of Science in Business Administration, Accounting
Paul A. Nolle , Jr's Merrill Lynch Asset Management Experience January 1985 - January 1994
Job Managing Director at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International March 2010 - Present
Deutsche Bank January 1994 - November 2009
Merrill Lynch Asset Management January 1985 - January 1994
First Fidelity Bank January 1983 - January 1985
First Fidelity Bank January 1981 - January 1983
Bank Management Training Program January 1980 - January 1981
Education
Connecticut College 1976 — 1980
Connecticut College
B.A, Economics
Fiduciary Trust Company International March 2010 - Present
Deutsche Bank January 1994 - November 2009
Merrill Lynch Asset Management January 1985 - January 1994
First Fidelity Bank January 1983 - January 1985
First Fidelity Bank January 1981 - January 1983
Bank Management Training Program January 1980 - January 1981
Education
Connecticut College 1976 — 1980
Connecticut College
B.A, Economics
Philip Kirstein's Merrill Lynch Asset Management Experience May 1984 - March 2003
Job senior officer at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2004 - Present
Merrill Lynch Asset Management May 1984 - March 2003
Townley & Updike July 1974 - July 1980
Skills
Securities, Hedge Funds, Securities Regulation, Fixed Income, Alternative Investments, Equities, AML, Capital Markets, Investment Advisory, Fund Of Funds, Portfolio Management, Mutual Funds
Education
NYU School of Law 1973 — 1974
LL.M (tax)
Suffern High School
Syracuse University College of Law
JD
University of North Carolina at Chapel Hill
AB
AllianceBernstein October 2004 - Present
Merrill Lynch Asset Management May 1984 - March 2003
Townley & Updike July 1974 - July 1980
Skills
Securities, Hedge Funds, Securities Regulation, Fixed Income, Alternative Investments, Equities, AML, Capital Markets, Investment Advisory, Fund Of Funds, Portfolio Management, Mutual Funds
Education
NYU School of Law 1973 — 1974
LL.M (tax)
Suffern High School
Syracuse University College of Law
JD
University of North Carolina at Chapel Hill
AB
Michael Rovder, CFP's Merrill Lynch Asset Management Experience June 1986 - October 2006
Job Director
Industry Financial Services
Experience
BlackRock DirectorBlackRockOctober 2006 - Present
Merrill Lynch Asset Management June 1986 - October 2006
Merrill Lynch Investment Managers 1986 - 2006
Skills
Equities, Investments, Asset Managment, Alternative Investments, High Net Worth..., Fixed Income
Education
University of Hartford 1978 — 1982
BS, Marketing
BlackRock DirectorBlackRockOctober 2006 - Present
Merrill Lynch Asset Management June 1986 - October 2006
Merrill Lynch Investment Managers 1986 - 2006
Skills
Equities, Investments, Asset Managment, Alternative Investments, High Net Worth..., Fixed Income
Education
University of Hartford 1978 — 1982
BS, Marketing
Michael Plumeri, MBA's Merrill Lynch Asset Management Experience May 1992 - December 2001
Job at
Industry Financial Services
Experience
State of New Jersey June 2013 - Present
SEI November 2011 - May 2013
State Street Corporation January 2002 - July 2011
Merrill Lynch Asset Management May 1992 - December 2001
Skills
Mutual Funds, Financial Services, Bloomberg, Hedge Funds, Private Equity, Analysis, Fund Accounting, Fixed Income, Alternative Investments, Derivatives, Equities, Investments, Securities, Trading, Financial Analysis
Education
Rider University 1995 — 1997
MBA, Accounting, Finance
Rider University 1990 — 1992
BA, Accounting, Finance
Rider University
Master of Business Administration (MBA), Accounting and Finance
State of New Jersey June 2013 - Present
SEI November 2011 - May 2013
State Street Corporation January 2002 - July 2011
Merrill Lynch Asset Management May 1992 - December 2001
Skills
Mutual Funds, Financial Services, Bloomberg, Hedge Funds, Private Equity, Analysis, Fund Accounting, Fixed Income, Alternative Investments, Derivatives, Equities, Investments, Securities, Trading, Financial Analysis
Education
Rider University 1995 — 1997
MBA, Accounting, Finance
Rider University 1990 — 1992
BA, Accounting, Finance
Rider University
Master of Business Administration (MBA), Accounting and Finance
Neil Klein's Merrill Lynch Asset Management Experience 1992 - 1996
Job Senior Portfolio Manager & Principal at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management May 2008 - Present
Abner, Herrman & Brock Asset Management 2005 - 2008
Oppenheimer & Co. 1996 - 2005
Merrill Lynch Asset Management 1992 - 1996
Merrill Lynch 1987 - 1992
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA
Penn State University 1983 — 1987
BA, Agri Business Mgmt
Carret Asset Management May 2008 - Present
Abner, Herrman & Brock Asset Management 2005 - 2008
Oppenheimer & Co. 1996 - 2005
Merrill Lynch Asset Management 1992 - 1996
Merrill Lynch 1987 - 1992
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA
Penn State University 1983 — 1987
BA, Agri Business Mgmt
Jaison Kurichi's Merrill Lynch Asset Management Experience June 1997 - March 1999
Job Associate Vice President for Budget at Temple University
Industry Higher Education
Experience
Temple University December 2013 - Present
Temple University July 2008 - November 2013
College of Liberal Arts, Temple University August 2006 - June 2008
Temple University December 1999 - July 2006
American Express Financial Advisors April 1999 - December 1999
Merrill Lynch Asset Management June 1997 - March 1999
Skills
Analysis, Financial Modeling, Access, Accounting, Financial Analysis, Managerial Finance, Budgets, Budget Process, Variance Analysis, Finance, Financial Accounting, Financial Reporting, Accounts Receivable, Capital Budgeting, Leadership Development, Budget Development, RCM, General Ledger, Strategic Planning, Higher Education, Data Analysis, Leadership, Nonprofits
Education
Temple University - Fox School of Business and Management 2000 — 2003
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Temple University December 2013 - Present
Temple University July 2008 - November 2013
College of Liberal Arts, Temple University August 2006 - June 2008
Temple University December 1999 - July 2006
American Express Financial Advisors April 1999 - December 1999
Merrill Lynch Asset Management June 1997 - March 1999
Skills
Analysis, Financial Modeling, Access, Accounting, Financial Analysis, Managerial Finance, Budgets, Budget Process, Variance Analysis, Finance, Financial Accounting, Financial Reporting, Accounts Receivable, Capital Budgeting, Leadership Development, Budget Development, RCM, General Ledger, Strategic Planning, Higher Education, Data Analysis, Leadership, Nonprofits
Education
Temple University - Fox School of Business and Management 2000 — 2003
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank