Merrill Lynch Business Financial Services

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Merrill Lynch Business Financial Services Employees

Employee
Years
Job
Industry
Lynette Nunn Lynette Nunn Greater Chicago Area Details
Lynette Nunn's Merrill Lynch Business Financial Services Experience July 2000 - March 2003
Job Healthcare Consultant
Industry Banking
Experience
Fifth Third Bank  2010 - Present
Harris N.A.   April 2003 - November 2010
Merrill Lynch Business Financial Services   July 2000 - March 2003

Skills
Portfolio Management, Credit, Banking, Commercial Lending, Loans, Process Improvement, Healthcare, Strategic Financial..., Credit Analysis, Private Equity, Due Diligence, Small Business Lending, Lines Of Credit, Financial Reporting, Business Strategy, Financial Analysis, Commercial Banking, Finance, Cash Management

Education
University of Illinois at Urbana-Champaign   2007 — 2009
MBA, Executive MBA

University of Illinois at Urbana-Champaign - College of Business   1996 — 2000
Bachelor of Science, Finance

Michael Buza, MHA Michael Buza, MHA Washington D.C. Metro Area Details
Michael Buza, MHA's Merrill Lynch Business Financial Services Experience 1993 - 1995
Job Director Finance & Revenue Cycle at Valley Health / Valley Physician Enterprise
Industry Hospital & Health Care
Experience
Valley Health / Valley Physician Enterprise   October 2012 - Present
Fox Valley Women & Children's Health Partners   November 2009 - October 2012
Bank of America  July 2006 - October 2008
Comerica Bank  May 2000 - July 2006
GE Capital  April 1997 - May 2000
GE Capital  May 1995 - April 1997
Merrill Lynch Business Financial Services   1993 - 1995

Skills
Healthcare Management, Executive Management, Operations Management, Revenue Cycle Management, Strategic Planning, Physician Relations, Finance, Financial Analysis, Financial Modeling, Contract Negotiation, Accounting, Project Management, Risk Assessment, Selling, Risk Management, Business Development, Underwriting, Relationship Management, Healthcare, Strategy, Leadership, Process Improvement, Loans, Management, Training, Cross-functional Team..., Banking, Sales, Healthcare Information...

Education
Seton Hall University   2009 — 2011
Masters, Healthcare Administration

Ball State University - College of Business   1986 — 1991
BS, Finance

Kyle Smoley Kyle Smoley Greater Minneapolis-St. Paul Area Details
Kyle Smoley's Merrill Lynch Business Financial Services Experience July 1999 - June 2002
Job Sr. Manager Financial Planning & Analysis at Best Buy
Industry Retail
Experience
Best Buy  June 2013 - Present
Best Buy  August 2012 - Present
Best Buy  July 2010 - August 2012
Best Buy  March 2007 - July 2010
Best Buy  November 2005 - February 2007
Sun National Bank  February 2004 - August 2005
Commerce Bank  December 2002 - March 2003
Merrill Lynch Business Financial Services   July 1999 - June 2002

Skills
Essbase, Decision Support, Financial Modeling, Financial Analysis, Forecasting, P&L, P&L Management, Financial Reporting, Corporate Finance, Budgeting, Capital Budgeting, Retail, Strategic Planning, Inventory Management, Excel, Cognos, TM1, Business Objects, Industry Analysis

Education
University of Minnesota - Carlson School of Management   2007 — 2011
MBA

University of Notre Dame   1995 — 1999
BBA, Finance

Natalee Grigoletti Natalee Grigoletti Greater Chicago Area Details
Natalee Grigoletti's Merrill Lynch Business Financial Services Experience October 1987 - June 1990
Job Assistant Professor at College of DuPage
Industry Higher Education
Experience
College of DuPage  August 1998 - May 2013
Merrill Lynch Business Financial Services   October 1987 - June 1990
Mid America Title Company   August 1985 - October 1987

Skills
Higher Education, Teaching, University Teaching, Student Affairs, Adult Education, Student Development, College Teaching, Curriculum Development, Research, Public Speaking, Admissions, Instructional Design, Curriculum Design, Staff Development, Career Counseling, Data Analysis, Program Development, E-Learning, SPSS, Courses, Non-profits, Community Outreach, Grant Writing, Distance Learning, Qualitative Research, Educational Leadership, Student Engagement, Academic Administration, Higher Education..., Student Recruiting, Academic Advising, Educational Technology, Tutoring, International Education, Resume Writing, Career Development, Classroom, Leadership Development, Program Evaluation, Teacher Training

Education
University of Illinois at Urbana-Champaign   2009 — 2010
Certificate, Online Teaching

Loyola University Chicago School of Business   1986 — 1989
MBA, Management Science

Northern Illinois University - College of Business   1981 — 1985
B.S., Finance

Rich South High School

Michael Krako Michael Krako Saint Louis, Missouri Details
Michael Krako's Merrill Lynch Business Financial Services Experience August 2004 - August 2005
Job Wealth Management Sr. Private Banker
Industry Financial Services
Experience
Wells Fargo  August 2011 - Present
Robert W. Baird & Co.   February 2010 - September 2011
MORGAN STANLEY / SMITH BARNEY   August 2007 - February 2010
Merrill Lynch  August 2005 - August 2007
MERRILL LYNCH BUSINESS FINANCIAL SERVICES   August 2004 - August 2005
Merrill Lynch  July 2003 - August 2005

Skills
Finance, Securities, Series 7, Portfolio Management, Credit, Investments, Wealth Management, Financial Services, Loans, Management

Education
Loyola University Maryland   1999 — 2003
Bachelor, Business Administration; Marketing

Christian Brothers Academy   1994 — 1999

Bart Boland Bart Boland Baltimore, Maryland Area Details
Bart Boland's Merrill Lynch Business Financial Services Experience March 2003 - October 2004
Job Vice President Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank  November 2013 - Present
The Columbia Bank  October 2011 - November 2013
M&T Bank  September 2010 - September 2011
The Columbia Bank  October 2004 - September 2010
Merrill Lynch Business Financial Services   March 2003 - October 2004
GE Capital - Commercial Asset Funding   1996 - 2003
First National Bank of Maryland  May 1989 - May 1996

Skills
Credit, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Middle Market, Credit Risk, Portfolio Management, Loan Origination, Underwriting, Treasury Management, Banking, Interpersonal Skill, Cash Management, Financial Risk, Mortgage Banking, Mortgage Lending, Financial Services, Risk Management, Retail Banking

Education
University of Baltimore   1987 — 1989
MBA, Business

University of Richmond   1983 — 1987
BA, Political Science

Kevin Haan Kevin Haan Waupun, Wisconsin Details
Kevin Haan's Merrill Lynch Business Financial Services Experience February 1989 - August 1996
Job VP & Chief Credit Officer at The National Bank of Waupun
Industry Financial Services
Experience
The National Bank of Waupun   July 2010 - Present
Sovereign Bank  March 2006 - June 2010
Advanced Energy Control   January 2003 - March 2006
Fleet Capital Corporation  August 1996 - January 2003
Merrill Lynch Business Financial Services   February 1989 - August 1996
Associates Commercial Corporation  August 1986 - February 1989

Skills
Commercial Lending, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Loan Origination, Banking, Mortgage Lending, Portfolio Management, Lines Of Credit, Mortgage Banking, Underwriting, Cash Management, Consumer Lending

Education
Graduate School of Banking - UW Madison   2012 — 2014
Graduate, Banking and Financial Support Services

DePaul University   1989 — 1993
MBA, Finance

Dordt College   1982 — 1986
B.A., Business Administration

Sarah Lucas, CPA, CVA Sarah Lucas, CPA, CVA Greater Grand Rapids, Michigan Area Details
Sarah Lucas, CPA, CVA's Merrill Lynch Business Financial Services Experience August 2003 - March 2006
Job Vice President at Marsh, Berry & Company
Industry Insurance
Experience
Marsh, Berry & Company   March 2006 - Present
Merrill Lynch Business Financial Services   August 2003 - March 2006
First National Bank of America  May 2002 - July 2003

Education
Grand Valley State University
Master's, Accounting (M.S.A.)

Michigan State University   1999 — 2002
Bachelor's, Finance

Frank Pawlowski Frank Pawlowski Schaumburg, Illinois Details
Frank Pawlowski's Merrill Lynch Business Financial Services Experience December 1986 - June 2000
Job Regional Vice President, Investment Advisor Representative with Primerica Advisors
Industry Financial Services
Experience
Primerica, Inc.   November 2000 - Present
Merrill Lynch Business Financial Services   December 1986 - June 2000
Continental Bank  July 1977 - December 1986

Skills
Financial Education, Financial Services, Portfolio Management, Insurance, Customer Service, Leadership, Team Building, Strategic Planning

Education
Northwestern University - Kellogg School of Management   1998 — 1999
KMI, Executive Program

DePaul University - Charles H. Kellstadt Graduate School of Business   1979 — 1981
MBA, Finance

DePaul University   1973 — 1977
BSC, Accounting & Management

William Howard Taft High School   1969 — 1973

Joseph Werner Joseph Werner Greater Chicago Area Details
Joseph Werner's Merrill Lynch Business Financial Services Experience March 1997 - June 2005
Job Commercial Banking Officer
Industry Banking
Experience
MB Financial Bank  November 2010 - Present
USA Triathlon  January 2014 - Present
Charter National Bank & Trust   January 2010 - November 2010
Independent Bankers' Bank (TIB)   July 2005 - December 2009
Gatorade Sports Science Institute  2001 - 2008
Merrill Lynch Business Financial Services   March 1997 - June 2005
First of America Bank - Illinois   September 1995 - March 1997

Skills
Credit, Portfolio Management, Credit Risk, Risk Management, Commercial Lending, Financial Analysis, Finance, Commercial Banking, Loans

Education
Illinois State University   1991 — 1995
B.S., Finance, Economics (Minor)

Corey R. Lewis Corey R. Lewis Los Angeles, California Details
Corey R. Lewis's Merrill Lynch Business Financial Services Experience February 2001 - April 2006
Job
Industry Photography
Experience
www.lightofdusk.com   February 2011 - Present
ThoughtWorks  August 2010 - February 2011
TEKsystems, Inc.   May 2006 - October 2009
Merrill Lynch Business Financial Services   February 2001 - April 2006
LaSalle Bank  2000 - 2001

Skills
Talent Acquisition, Recruiting, Sourcing, Technical Recruiting

Education
Marquette University   1995 — 1999
Finance/International Business, Business Administration

John J. McGuinness lll John J. McGuinness lll Greater New York City Area Details
John J. McGuinness lll's Merrill Lynch Business Financial Services Experience October 1984 - November 1989
Job Managing Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank  June 2010 - Present
U.S. Trust, Bank of America Private Wealth Management   May 2003 - June 2010
PNC Advisors  March 2002 - April 2003
The Bank of New York  November 1989 - February 2002
Putnam Trust Company   1996 - 2000
Merrill Lynch Business Financial Services   October 1984 - November 1989

Education
Providence College
Bachelor of Arts (B.A.), Humanities

Brian Mulroney Brian Mulroney Greater Chicago Area Details
Brian Mulroney's Merrill Lynch Business Financial Services Experience August 1993 - February 1996
Job Senior Manager, Americas Credit Review, GE Capital
Industry Financial Services
Experience
GE Capital  October 2011 - Present
GE Capital  December 2009 - October 2011
GE Capital  March 2007 - December 2009
RBS Citizens Bank  November 2004 - February 2007
Bank One  October 2001 - September 2004
Bank One  April 1999 - October 2001
Bank One  February 1996 - April 1999
Merrill Lynch Business Financial Services   August 1993 - February 1996

Skills
Asset Based Lending, Credit, Credit Risk, Finance, Financial Risk, Loans, Portfolio Management, Management, Risk Management, Commercial Banking, Banking, Credit Analysis, Financial Analysis

Education
The University of Chicago Booth School of Business   2001 — 2004
MBA, Accounting, Entrepreneurship, Finance

Marquette University   1987 — 1991
BS, Finance

Josh Slayton Josh Slayton Greater Chicago Area Details
Josh Slayton's Merrill Lynch Business Financial Services Experience July 2002 - July 2005
Job Vice President, Finance & Strategy at Meritas International Family of Schools
Industry Education Management
Experience
Meritas International Family of Schools  November 2014 - Present
Meritas Family of Schools  December 2010 - November 2014
FTI Consulting  January 2010 - July 2010
FTI Consulting  August 2007 - December 2009
Merrill Lynch Business Financial Services   July 2002 - July 2005

Skills
Financial Modeling, Due Diligence, Cash Flow, Restructuring, Budgeting, Cash Flow Forecasting, Capital Budgeting, Financial Analysis, Mergers, Corporate Finance, Business Strategy, Strategic Planning, Credit, Business Planning, Financial Planning, Forecasting, Acquisition Integration, Strategy Development, New Business Development, Process Improvement, Excel, Mergers & Acquisitions, Strategy, Budgets, Strategic Financial..., Cross-functional Team...

Education
University of Michigan - Stephen M. Ross School of Business   2005 — 2007
MBA

University of Wisconsin-Madison - School of Business   1998 — 2002
BBA

Julianna Alitto Julianna Alitto Greater Milwaukee Area Details
Julianna Alitto's Merrill Lynch Business Financial Services Experience January 1997 - August 2002
Job Assistant Professor at University of WisconsinWaukesha
Industry Higher Education
Experience
University of Wisconsin-Waukesha  August 2011 - Present
Madison Metropolitan School District  August 2010 - August 2011
DeKalb School District  August 2008 - August 2010
Merrill Lynch Business Financial Services   January 1997 - August 2002

Skills
Teaching, Higher Education, Curriculum Development, Public Speaking, Research, Community Outreach, Psychology, Staff Development, Curriculum Design, SPSS

Education
Northern Illinois University   2002 — 2008
Ph.D., Psychology

Dundee Crown

Kelly St. Germain Kelly St. Germain San Francisco Bay Area Details
Kelly St. Germain's Merrill Lynch Business Financial Services Experience May 1990 - September 1991
Job Office Manager at Guided HealthCARE, a Nursing corporation
Industry Management Consulting
Experience
Build a Pipeline   2003 - Present
Guided HealthCARE, a Nursing corporation   July 2012 - Present
Stokley Properties   July 2013 - November 2014
Kelly St. Germain   October 1998 - January 2003
Entertainment Publications  December 1991 - April 1998
Merrill Lynch Business Financial Services   May 1990 - September 1991
Entertainment Publications  January 1989 - May 1990
Equibank (now PNC Financial)   1988 - 1989
Equibank (now PNC Financial)   1987 - 1988

Skills
Lead Generation, Marketing, Business Development, Marketing Strategy, Management, Training, Email Marketing, Customer Service, Online Marketing, Social Media

Education
COMMUNITY APPOINTMENTS Commissioner, City of Pleasant Hill Education Commission

University of Pittsburgh
Bachelor Degree, Business Administration

Paul Luboyeski Paul Luboyeski Skokie, Illinois Details
Paul Luboyeski's Merrill Lynch Business Financial Services Experience 1981 - 1987
Job Associate Director Commercial Finance at PayNet, Inc.
Industry Financial Services
Experience
PayNet, Inc.   October 2013 - Present
Hyundai Construction Equipment Americas, Inc.   March 2011 - September 2013
Pennsylvania Life  July 2010 - March 2011
GE Commercial Finance  October 2001 - February 2009
Heller Financial  1993 - 2001
Sanwa Business Credit Corporation  1987 - 1993
Merrill Lynch Business Financial Services   1981 - 1987

Skills
Credit, Negotiation, Contract Negotiation, Problem Solving, Financial Analysis, Team Building, Finance, Program Management, Management, Business Development, Strategic Planning, Financial Services

Education
Boston College
BS, Finance

Michigan State University - The Eli Broad College of Business
MBA, Marketing

David Haverback David Haverback Dallas/Fort Worth Area Details
David Haverback's Merrill Lynch Business Financial Services Experience July 1997 - June 2006
Job Director Structured Lending at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  February 2011 - Present
Morgan Stanley Smith Barney  June 2006 - February 2011
Merrill Lynch Business Financial Services   July 1997 - June 2006
PNC Financial Services Group  1996 - 1997

Skills
Business Development, Financial Services, Investments, Banking, Financial Modeling, Finance, Wealth Management, Series 7, Financial Analysis, Strategic Financial..., Credit, Mutual Funds, Asset Management, Equities

Education
Miami University
BS, Finance

Weatherhead School of Management at Case Western Reserve University
MBA, Marketing/Entrepreneurship

Shilpa Hingwe Shilpa Hingwe Greater Chicago Area Details
Shilpa Hingwe's Merrill Lynch Business Financial Services Experience AVPMerrill Lynch2004 - 2006
Job Assistant Vice President at Merrill Lynch Business Financial Services
Industry Banking
Experience
Merrill Lynch Business Financial Services   AVPMerrill Lynch2004 - 2006

Education
Michigan State University - The Eli Broad College of Business   1997 — 2001

Denise Brown Denise Brown Greater Chicago Area Details
Denise Brown's Merrill Lynch Business Financial Services Experience January 2006 - September 2007
Job Chief Credit and Risk Officer at Harley Davidson Financial Services
Industry Banking
Experience
Harley Davidson Financial Services  November 2007 - Present
Merrill Lynch Business Financial Services   January 2006 - September 2007
Merrill Lynch Capital  February 2002 - December 2005
Small Business Owner  September 2001 - July 2002
GE Financial Assurance  December 1999 - April 2001
Transamerica  1997 - 1999
GE Capital  1995 - 1997
GE Capital  May 1994 - December 1995
GE Capital  December 1991 - May 1994
GE Capital  June 1985 - December 1991

Skills
Financial Risk, Credit Risk, Mergers & Acquisitions, Change Management, Leadership, Credit Cards, Business Analysis, Start-ups, Credit Analysis, Portfolio Management, Banking, Pricing, Loans, Underwriting, Financial Analysis, Risk Management, Financial Services, Credit

Education
Northwestern University   2013 — 2013
Certificate, Kellogg Executive Education: Corporate Governance - Effectiveness in the Boardroom

Northwestern University   1986 — 1993
BSGS, Economics

Leigh Cavich-Grimes Leigh Cavich-Grimes Greater Chicago Area Details
Leigh Cavich-Grimes's Merrill Lynch Business Financial Services Experience May 2005 - July 2007
Job Director, Sales Performance Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2015 - Present
US Trust, Bank of America Private Wealth Management  July 2012 - Present
5414 Productions   May 2008 - Present
Merrill Lynch Private Banking and Investment Group  July 2010 - September 2012
Merrill Lynch and Co., a subsidiary of Bank of America Corp   March 2009 - July 2010
Merrill Lynch & Co.   July 2007 - March 2009
Merrill Lynch, Business Financial Services  May 2005 - July 2007
Citigroup  December 2003 - December 2004
Citigroup  October 2001 - December 2003
Old Kent Bank  December 1996 - December 1999

Skills
New Business Development, Certified Project..., Strategic Planning, Business Development, Forecasting, Change Management, Budget, Analytics

Education
University of Notre Dame, Notre   2000 — 2001
Master of Business Administration, Finance and Investments

DePaul University   1998 — 2000
Bachelor of Science, Finance

Derek McCool Derek McCool Greater Atlanta Area Details
Derek McCool's Merrill Lynch Business Financial Services Experience January 1991 - December 2003
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan Private Bank  August 2007 - Present
Morgan Stanley  March 2004 - July 2007
Merrill Lynch Business Financial Services   January 1991 - December 2003
First Chicago  December 1989 - January 1991

Skills
Portfolio Management, Capital Markets, Wealth Management, Finance, Credit, Sales, Equities, Series 7

Education
Loyola University Chicago   1990 — 1993
MBA, Accounting

University of Iowa   1984 — 1988
BBA, Finance

Katherine Kadlec Katherine Kadlec Greater Chicago Area Details
Katherine Kadlec's Merrill Lynch Business Financial Services Experience February 2003 - June 2005
Job Vice President at National Franchise Acceptance
Industry Banking
Experience
National Finance Associates, LLC   June 2008 - Present
National Franchise Acceptance   June 2005 - June 2008
Merrill Lynch Business Financial Services   February 2003 - June 2005
Merrill Lynch Business Financial Services   November 2001 - February 2003

Skills
Credit Analysis, Financial Modeling, Commercial Lending, Credit Risk, Portfolio Management, Credit, Loans, Underwriting, Capital Markets, Financial Structuring, Financial Analysis, Commercial Banking, Financial Risk, Banking, Asset Managment, Asset Based Lending, Corporate Finance, Finance, Structured Finance, Valuation

Education
University of Illinois at Urbana-Champaign - College of Business   1997 — 2001
BS, Finance

Eli Pars, CFA Eli Pars, CFA Greater Chicago Area Details
Eli Pars, CFA's Merrill Lynch Business Financial Services Experience August 1990 - March 1994
Job CoCIO, Senior CoPM, at Calamos Investments
Industry Investment Management
Experience
Calamos Investments  May 2013 - Present
Chicago Fundamental Investment Partners   February 2009 - November 2012
Mulligan Partners LLC   October 2006 - February 2009
Ritchie Capital   May 2005 - September 2006
SAM Investments/The Hampshire Company   October 2001 - April 2005
SAM Investments/The Hampshire Company   June 2000 - October 2001
Calamos Asset Management   March 1994 - May 2000
Merrill Lynch Business Financial Services   August 1990 - March 1994
Merrill Lynch Business Financial Services   November 1987 - August 1990

Skills
Portfolio Management, Investments, Equities, Securities, Trading, Investment Strategies, Financial Structuring, Private Equity, Options, Hedge Funds, Structured Finance, Investment Banking, Risk Management, Financial Modeling

Education
University of Chicago Graduate School of Business
Master of Business Administration, Finance

University of Illinois
Bachelor of Arts, English Literature

Wick Kirby Wick Kirby Greater Chicago Area Details
Wick Kirby's Merrill Lynch Business Financial Services Experience July 2000 - August 2005
Job Associate Director at Holliday Fenoglio Fowler
Industry Real Estate
Experience
HFF  January 2013 - Present
HFF  January 2012 - December 2012
Holliday Fenoglio Fowler  May 2008 - December 2011
Merrill Lynch Capital - Real Estate Finance   August 2005 - November 2007
Merrill Lynch Business Financial Services   July 2000 - August 2005

Skills
Real Estate, Real Estate Transactions, Investment Properties, Disposition, Real Estate Development, Commercial Real Estate, Brokerage, Valuation, Leases, Real Estate Financing, Due Diligence, Asset Management, Investments, Corporate Real Estate, Financial Modeling, Property Management, CMBS, Appraisals, Underwriting

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2003 — 2006
MBA, Concentration: Real Estate Finance and Investments

University of Wisconsin-Madison   1996 — 2000
BA, Finance, Investment and Banking

Julie Pintozzi Hansen Julie Pintozzi Hansen Greater Chicago Area Details
Julie Pintozzi Hansen's Merrill Lynch Business Financial Services Experience August 2005 - October 2007
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Merrill Lynch Business Financial Services   August 2005 - October 2007
Aon  February 2003 - July 2005

Education
Northeastern Illinois University   1999 — 2003
MA, English Composition

University of Illinois at Chicago   1990 — 1995

Erica Knight Erica Knight Greater Chicago Area Details
Erica Knight's Merrill Lynch Business Financial Services Experience 1999 - 2005
Job Portfolio Analyst at Merrill Lynch Capital
Industry Financial Services
Experience
Merrill Lynch Capital  December 2005 - November 2008
Merrill Lynch Business Financial Services   1999 - 2005
Northern Trust Company  February 1999 - December 1999

Education
Illinois State University   1992 — 1997
BS, Finance

Robert Morris University - Illinois   1990 — 1991
AAS, Accounting

June Lau June Lau Greater New York City Area Details
June Lau's Merrill Lynch Business Financial Services Experience August 1989 - August 1996
Job Director Contracts at Building Service 32BJ Benefit Funds
Industry Outsourcing/Offshoring
Experience
Building Service 32BJ Benefit Funds  November 2008 - Present
Affiliated Computer Services  May 2005 - August 2008
Mellon HR Solutions  June 1999 - May 2005
ADP- Employer Services Division   August 1996 - April 1999
Merrill Lynch- Business Financial Services  August 1989 - August 1996
Mutual Benefit Life Insurance Company  June 1979 - August 1989
St. Aloysius Elementary School   September 1973 - June 1979

Skills
ERISA, Outsourcing, CRM, Contract Management, Management, Policy, Pensions, Defined Benefit, Deferred Compensation, Risk Management, Defined Contribution, Vendor Management, Due Diligence, Process Improvement, Employee Benefits

Education
New Jersey City University   1969 — 1973
BA, Elementary Education, Psychology

Jay Goldner Jay Goldner Greater Chicago Area Details
Jay Goldner's Merrill Lynch Business Financial Services Experience 1990 - 1993
Job Senior Vice President, Commercial Banking at PNC Financial Services Group
Industry Banking
Experience
PNC Financial Services Group  2011 - Present
Bank of America  2008 - 2011
LaSalle Bank  1993 - 2007
Merrill Lynch Business Financial Services   1990 - 1993
Fidelcor Business credit   1986 - 1989

Skills
Loans, Commercial Lending, Commercial Banking, Financial Institutions, Middle Market, Financial Structuring, Small Business Lending, Sales Management, Credit, Mergers & Acquisitions, Working Capital..., Banking, Management, Credit Analysis, Portfolio Management, Finance

Education
University of Wisconsin-Madison   1995 — 1997
GSB, Graduate School of Banking

DePaul University   1985 — 1987
MBA, Business

Indiana University Bloomington   1980 — 1984

Wayne HS   1977 — 1980

Nancy Godinez Spencer Nancy Godinez Spencer Greater Chicago Area Details
Nancy Godinez Spencer's Merrill Lynch Business Financial Services Experience May 2000 - March 2003
Job Vice President Midwest Franchise Finance at Charter One Bank, RBS group
Industry Banking
Experience
Charter One Bank - Royal Bank of Scotland group   January 2005 - Present
Charter One Bank  2005 - Present
Harris Bank  March 2003 - December 2004
Merrill Lynch Business Financial Services   May 2000 - March 2003
Old Kent Financial  January 1999 - May 2000

Education
University of Illinois at Urbana-Champaign   1994 — 1998
B.S. Finance, Finance

Universidad de Granada
Concentration in Spanish

Gloria Sargent Gloria Sargent Greater Chicago Area Details
Gloria Sargent's Merrill Lynch Business Financial Services Experience 2002 - 2004
Job Controller at McLachlan, Rissman & Doll
Industry Financial Services
Experience
McLachlan, Rissman & Doll   April 2005 - Present
Merrill Lynch Capital  2004 - 2005
Merrill Lynch Business Financial Services   2002 - 2004
Citi  April 2001 - April 2002
First American Real Estate Tax Service  1995 - 2000

Skills
Tax, CPA, Tax Research, Financial Statements, Corporate Law, Accounting, State Tax, Trusts, Portfolio Management, Finance, Banking, Corporate Finance, S Corporations, Process Improvement, Financial Modeling, Due Diligence, Financial Analysis, Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2006 — 2009
MST, Taxation

Daniel Willette Daniel Willette Greater Chicago Area Details
Daniel Willette's Merrill Lynch Business Financial Services Experience June 2000 - July 2004
Job Project Manager at 3F Corporation
Industry Banking
Experience
3F Corporation   December 2008 - Present
Park National Bank  July 2007 - August 2008
LaSalle Bank  July 2004 - July 2007
Merrill Lynch Business Financial Services   June 2000 - July 2004

Education
University of Illinois at Urbana-Champaign   1996 — 2000
BS, Finance

Michael Kalitowski Michael Kalitowski Greater Chicago Area Details
Michael Kalitowski's Merrill Lynch Business Financial Services Experience August 1996 - May 2001
Job Vice President / Loan Documentation and Collateral Services Manager at First Midwest Bank
Industry Banking
Experience
First Midwest Bank  January 2014 - Present
The PrivateBank and Trust Company  January 2011 - December 2013
The PrivateBank and Trust Company  March 2010 - January 2011
Cole Taylor Bank  September 2001 - March 2010
Merrill Lynch Business Financial Services   August 1996 - May 2001
First Bank and Trust Company of Illinois   January 1992 - August 1996

Skills
Loans, Banking, Commercial Banking, PowerPoint, Excel, Compliance, Finance, Microsoft Excel, Commercial Mortgages, Commercial Lending, Financial Analysis, Due Diligence, Credit, Management, Portfolio Management, Credit Analysis, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Consumer Lending, Investments, Loan Origination

Education
University of Illinois at Urbana-Champaign - College of Business   1984 — 1988
BS, Finance

Palatine High School   1980 — 1984

Joe Kunzon Joe Kunzon Greater Chicago Area Details
Joe Kunzon's Merrill Lynch Business Financial Services Experience 1990 - 2002
Job Director of Originations at RiverBanc LLC
Industry Banking
Experience
RiverBanc LLC   April 2011 - Present
Bridger Commercial Funding  May 2009 - March 2011
First Eagle Bank  May 2003 - May 2009
Merrill Lynch Business Financial Services   1990 - 2002

Education
University of Southern California   1986 — 1990
BS, Finance

Buffalo Grove HS

Carmen Grizzard Wallace Carmen Grizzard Wallace Greater Chicago Area Details
Carmen Grizzard Wallace's Merrill Lynch Business Financial Services Experience May 1992 - May 2007
Job Financial Services Professional
Industry Financial Services
Experience
The PrivateBank and Trust Company  September 2009 - March 2010
Merrill Lynch Capital  June 2007 - November 2008
Merrill Lynch Business Financial Services   May 1992 - May 2007

Education
University of Illinois at Urbana-Champaign - College of Business

Gerald Schulze Gerald Schulze Greater Chicago Area Details
Gerald Schulze's Merrill Lynch Business Financial Services Experience 1986 - 1989
Job Senior Risk Analyst at Deutsche Leasing USA
Industry Financial Services
Experience
Deutsche Leasing USA   March 2009 - Present
GE Capital  October 2001 - February 2009
Heller Financial  September 1997 - October 2001
GE Capital  April 1990 - September 1997
Merrill Lynch Business Financial Services   1986 - 1989
Pathway Financial  1985 - 1986

Education
The University of Chicago   1983 — 1986
MBA, Finance

Northern Illinois University   1978 — 1982
BS, Finance

Edward Lanchantin Edward Lanchantin Orange County, California Area Details
Edward Lanchantin's Merrill Lynch Business Financial Services Experience June 1990 - July 2006
Job President, ValuSoft+Cosmi
Industry Computer Software
Experience
Cosmi Corporation  March 2008 - Present
First Federal Bank of California  August 2006 - December 2007
Merrill Lynch Business Financial Services   June 1990 - July 2006

Education
Georgetown University   1983 — 1986
BA, Classics

Helen Chiang Helen Chiang Greater Nashville Area Details
Helen Chiang's Merrill Lynch Business Financial Services Experience January 2006 - August 2007
Job Credit Underwriting Officer at BancorpSouth
Industry Banking
Experience
BancorpSouth  January 2011 - Present
Regions Bank  August 2009 - January 2011
GE Capital  August 2007 - February 2009
Merrill Lynch  July 2006 - August 2007
Merrill Lynch Business Financial Services   January 2006 - August 2007
Merrill Lynch Business Financial Services   October 2004 - December 2005
Merrill Lynch Business Financial Services   July 2001 - October 2004

Education
University of Illinois at Urbana-Champaign - College of Business   1997 — 2001
BS, Finance

Janeen Golomb Moore Janeen Golomb Moore Charlotte, North Carolina Details
Janeen Golomb Moore's Merrill Lynch Business Financial Services Experience November 1999 - July 2002
Job Banking and Marketing
Industry Banking
Experience
Bank of America  November 2002 - March 2011
Merrill Lynch Business Financial Services   November 1999 - July 2002

Skills
Portfolio Management, Credit, Commercial Lending, Credit Analysis, Credit Risk, Loans, Financial Analysis, Mortgage Lending, Small Business Lending, Commercial Banking, Loan Origination, Banking

Education
Queens University of Charlotte   2003 — 2005
MBA, Marketing

Butler University   1994 — 1998
Bachelor of Science, Finance, Cum laude

University of Westminster
Study Abroad, Economics

University High School; Normal, IL

Keith Biedron Keith Biedron Greater Chicago Area Details
Keith Biedron's Merrill Lynch Business Financial Services Experience March 2003 - November 2004
Job at
Industry Banking
Experience
K&S Consulting (Self employed)   July 2009 - Present
Merrill Lynch & Co.   November 2004 - April 2009
Merrill Lynch Business Financial Services   March 2003 - November 2004
Transamerica Distribution Finance  March 1999 - March 2003

Education
Northern Illinois University   1985 — 1990
B.S., Finance; Minor-Economics

Nancy Godinez Spencer Nancy Godinez Spencer Greater Chicago Area Details
Nancy Godinez Spencer's Merrill Lynch Business Financial Services Experience May 2000 - May 2003
Job Experienced Banking Professional Serving OwnerManaged Companies in the Greater Chicago Market
Industry Banking
Experience
FirstMerit Bank  August 2011 - Present
Charter One Bank  January 2005 - February 2010
Harris Bank  May 2003 - December 2004
Merrill Lynch Business Financial services   May 2000 - May 2003
Old Kent Bank  January 1999 - May 2000

Skills
Commercial Banking, Banking, Portfolio Management, Commercial Mortgages, Commercial Lending, Real Estate, Financial Risk, Credit, Small Business Lending, Financial Services, Retail Banking, Business Development, Loans, Credit Analysis, Cross Selling, Commercial Real Estate, Treasury Management, Risk Management, Finance

Education
University of Illinois at Urbana-Champaign - College of Business   1994 — 1998
Bachelor's, Finance

Universidad de Granada
Minor, Spanish

Joseph Engels Joseph Engels Greater Chicago Area Details
Joseph Engels's Merrill Lynch Business Financial Services Experience October 2006 - June 2008
Job Legal Assistant
Industry Architecture & Planning
Experience
Baker & McKenzie  July 2010 - Present
AYUSA Global Exchange (Internship)   January 2009 - June 2009
Merrill Lynch Business FInancial Services   October 2006 - June 2008

Skills
Microsoft Office, Legal Writing, Legal Research, Microsoft Excel, Microsoft Word, Litigation, PowerPoint, Corporate Law, Civil Litigation, Public Speaking

Education
Loyola University Chicago   2011 — 2012
Paralegal Certificate, Litigation

University of Illinois at Chicago   2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters, A

Steve Figliozzi Steve Figliozzi Greater New York City Area Details
Steve Figliozzi's Merrill Lynch Business Financial Services Experience January 1989 - January 1993
Job Private Wealth Advisor at Astorino Financial Group/ LPL Financial
Industry Financial Services
Experience
Astorino Financial Group/ LPL Financial   February 2013 - Present
Affinity Investment Advisors   January 2011 - February 2013
Morgan Stanley Investment Managment   June 2003 - January 2011
MSIM Managed Accounts   January 2002 - June 2003
GWM Investment Advisory Services   January 1996 - January 2002
Investment Consulting Services   January 1993 - January 1996
Merrill Lynch Business Financial Services   January 1989 - January 1993
Merrill Lynch  January 1986 - January 1989
SHEARSON LEHMAN BROTHERS  January 1983 - January 1985
Merrill Lynch  January 1981 - January 1983

Skills
Retirement Planning, Product Management, Marketing Strategy, Financial Advisory, Series 63, Management, Alternative Investments, Hedge Funds, Sales, Series 24, Marketing, Mutual Funds, Series 7, Investment Management, Wealth Management, Investments, Asset Allocation, Investment Advisory, FINRA, Securities, Strategic Financial..., Finance, Insurance, Estate Planning, Equities, Investment Strategies, Fixed Income, ETFs

Education
St. Francis College
BA, Cum Laude, Political Science

Robert Manfredini Robert Manfredini Greater Chicago Area Details
Robert Manfredini's Merrill Lynch Business Financial Services Experience 1988 - 1991
Job Workout Professional Distressed Corporate Loans at GE Capital
Industry Banking
Experience
GE Capital  November 2012 - Present
American Enterprise Bank  November 2010 - November 2012
Bayview Asset Management  September 2010 - November 2010
Amcore Bank  2004 - 2010
Harris Bank  1991 - 2004
Merrill Lynch Business Financial Services   1988 - 1991
Household Commercial Financial Services, n/k/a HSBC   1986 - 1988

Skills
Business Management, Negotiation, Financial Management, Banking, Problem Solving, Account Management, Business Analysis, Team Leadership, Financial Analysis, Credit, Risk Management, Commercial Lending, Customer Service, Strategic Planning, Management, Loans, New Business Development, Real Estate, Team Building, Managerial Finance, Real Estate Financing, Sales, Leadership

Education
DePaul University
M.B.A., Finance & International Business