Merrill Lynch Capital Markets

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Merrill Lynch Capital Markets Employees

Employee
Years
Job
Industry
Marlin Gilbert Marlin Gilbert San Francisco Bay Area Details
Marlin Gilbert's Merrill Lynch Capital Markets Experience 1987 - 1987
Job Vice President, Revenue
Industry Internet
Experience
QuanticMind (formerly InsideVault)   2014 - Present
Google  2006 - 2014
Ecast  2004 - 2006
Innovaro  2004 - 2004
Synthesized Logic   2001 - 2004
Arcot (Acquired by CA Technologies)   1997 - 2001
TradingDynamics (Acquired by Ariba)   1997 - 1997
Dimension X (Acquired by Microsoft)   1996 - 1997
Silicon Graphics  1988 - 1996
Merrill Lynch Capital Markets   1987 - 1987

Skills
Product Management, Business Strategy, Product Marketing, Business Development, Strategy, Advertising Sales, Search Advertising, Digital Marketing, Sales Management, Mobile Advertising, Online Advertising, Interactive Advertising, Advertising Management, International Sales, Online Marketing, Social Media Marketing, Marketing Management, Product Strategy, Digital Strategy, New Business Development, Business Management, New Venture Creation, Venture Finance, Venture Development

Education
Harvard Business School   1986 — 1988
MBA

Stanford University   1978 — 1981
BA

New Trier West   1975 — 1978

Mark Stolaroff Mark Stolaroff Greater Los Angeles Area Details
Mark Stolaroff's Merrill Lynch Capital Markets Experience May 1987 - September 1989
Job Film Producer & Instructor
Industry Motion Pictures and Film
Experience
No Budget Film School   July 2005 - Present
Antic Pictures   January 2004 - Present
Next Wave Films   April 1997 - September 2002
Curtains Theater   September 1989 - September 1994
Merrill Lynch Capital Markets   May 1987 - September 1989

Skills
Independent Film, Feature Films, Film Production, Film, Documentaries, Storytelling, Theatre, Pre-production, Short Films, Casting, Sound, Entertainment, Post Production, Producing, Video Production, HD Video, New Media, Film Festivals, Video, Final Cut Pro, Camera, Comedy, Television, Festivals, Acting, Video Editing, Web Video, Directing, Training, Media Production, Final Draft, Drama, Videography, Digital Video, Scripting, Production Managment, Voice Over, Film Distribution, Pre-production Planning, Teaching

Education
The University of Texas at Austin   1983 — 1987
Bachelor of Business Administration (BBA), Business Honors Program

Sean Aggarwal Sean Aggarwal San Francisco Bay Area Details
Sean Aggarwal's Merrill Lynch Capital Markets Experience 1988 - 1990
Job CFO at Trulia
Industry Internet
Experience
Trulia  November 2011 - Present
PayPal  2008 - 2011
eBay, Inc  2003 - 2008
Amazon.com  1999 - 2001
PepsiCo, Inc.   1993 - 1999
Merrill Lynch Capital Markets   1988 - 1990

Education
Northwestern University - Kellogg School of Management   1991 — 1993
Master of Management

Michael Philip Kaufman Michael Philip Kaufman Greater New York City Area Details
Michael Philip Kaufman's Merrill Lynch Capital Markets Experience June 1982 - June 1984
Job Vice President at Deutsche Bank
Industry Computer Software
Experience
Deutsche Bank  February 2008 - Present
Schemalive LLC   September 2001 - Present
Deutsche Bank  November 2004 - February 2008
Software Designer/Consultant   June 1984 - November 2004
New York University / Tisch School of the Arts   September 1997 - January 1999
Recording Engineer   June 1986 - October 1988
Merrill Lynch Capital Markets   June 1982 - June 1984

Skills
Agile Methodologies, Software Development, Business Analysis, Software Project..., SDLC, Enterprise Architecture, Unix, SOA, Microsoft SQL Server, Sybase, Spring, Java Enterprise Edition, Java, C#, .NET, WPF Development, Prism, C, C++, Oracle, SQL, RFA, RMDS, JMS, Ui/UX Design, Algorithm Design, Distributed Systems, Program Management, Integration, Investment Banking, Credit Derivatives, Fixed Income, Municipal Finance, Database Design, Bonds, Trading, Architecture, Data Modeling, Low Latency, Design Patterns, WPF, Perl, Architectures, Test Driven Development, Scrum, Agile Project Management, Reference Data, Derivatives, FX Options, Market Data

Education
Bronx High School of Science
Regents Honors, Advanced work in mathematics, computer science, and biology; First string, mathematics team

Brown University
Bachelor, Computer Science

Mike Tadla Mike Tadla Greater Chicago Area Details
Mike Tadla's Merrill Lynch Capital Markets Experience 1980 - 1989
Job Vice President P&C Operational Risk Management at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank  May 2011 - Present
ABN AMRO, Inc.   2002 - 2010
ABN AMRO - Chicago Corporation   1998 - 2002
McBaldwin Financial Company   1996 - 1998
Christian Brothers Investment Services, Inc.   1989 - 1995
Merrill Lynch Capital Markets   1980 - 1989

Skills
Operational Risk..., Finance, Project Management, Operational Risk, Capital Markets, Banking, Risk Management, Financial Risk, Financial Services, Auditing, Credit, Enterprise Risk..., Internal Audit, Derivatives, Risk Assessment, Basel II, Process Improvement, Securities, Commercial Banking, Credit Risk, Treasury Management, Investments, Portfolio Management, Credit Analysis, Cash Management, Fixed Income, AML, Financial Markets, FX Options, Mergers & Acquisitions, Market Risk, Investment Banking, Structured Finance, Anti Money Laundering

Education
Lewis University   1991 — 1995
MBA, Finance

Catherine McDonough Catherine McDonough Holyoke, Massachusetts Details
Catherine McDonough's Merrill Lynch Capital Markets Experience November 1987 - June 1991
Job Financial Economist / Strategist
Industry Utilities
Experience
ISO-NE   August 2011 - Present
National Grid  2008 - April 2011
National Grid  2005 - 2008
National Grid  2002 - 2005
Niagara Mohawk Holdings ($3.5 billion Revenue)   1999 - 2002
Binghamton University, Groupe ESC LYON, Babson College   September 1994 - June 1999
Merrill Lynch Capital Markets   November 1987 - June 1991

Skills
Energy, Analysis, Renewable Energy, Strategy, Strategic Planning, Energy Policy, Energy Efficiency, Project Management, Smart Grid, Energy Markets

Education
New York University
Ph.D., Financial Economics

New York University
M.A., Economics

North Quincy High School
Diploma

University of Massachusetts, Amherst
B.A., Economics, Summa cum Laude

David Stowe, CFA David Stowe, CFA Greater Atlanta Area Details
David Stowe, CFA's Merrill Lynch Capital Markets Experience April 1991 - April 1996
Job Director Financial Risk Management (FX/Commodities) Treasury; The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company  March 2012 - Present
PwC  October 2010 - March 2012
Strategic Treasurer LLC  November 2006 - October 2010
Atlanta Silverbacks Soccer   May 2005 - October 2006
Delta Community Credit Union  August 2001 - May 2005
Delta Air Lines, Inc  August 2000 - May 2005
The Home Depot, Inc  April 1996 - August 2000
Merrill Lynch Capital Markets   April 1991 - April 1996
The Federal Reserve Bank of Atlanta  May 1987 - April 1991

Skills
Treasury Management, Derivatives, Treasury, Risk Management, Corporate Finance, Investment Banking, Cash Management, Hedging, Financial Risk, Capital Markets, Finance, Investments, Financial Risk..., Financial Modeling, Commodity, FX Options, Financial Analysis, Fixed Income, Banking, Rates, Financial Services, Commodity Risk..., Risk Management..., Management, Internal Controls, Dodd-Frank, Cash Flow Forecasting, Risk Modeling, Interest Rate..., FX Hedging, Hedge Accounting, Consulting, Chartered Financial..., Accounting, Project Management, Leadership, Training, Public Speaking, Trading, Futures, Statistical Data...

Education
Chartered Financial Analyst   1989 — 1992
CFA

Georgia State University - J. Mack Robinson College of Business   1989 — 1991
Masters

Emory University - Goizueta Business School   1986 — 1988
BBA

Oxford College of Emory University   1984 — 1986
AA

Heritage High school   1980 — 1984
high school

Alex Richard Picou Alex Richard Picou New York, New York Details
Alex Richard Picou's Merrill Lynch Capital Markets Experience August 1989 - May 1995
Job Managing Director and Senior Banker, J.P. Morgan Private Banking
Industry Investment Management
Experience
J.P. Morgan   March 2012 - Present
FBR Capital Markets  July 2010 - February 2012
KeyBanc Capital Markets  February 2007 - July 2010
Libra Securities LLC   February 2003 - February 2007
CIBC Oppenheimer  May 1995 - February 2003
Merrill Lynch Capital Markets   August 1989 - May 1995

Skills
Debt, Mergers, Lodging, Investment Banking, Strategic Advisory, Financial Services, Investment Advisory, Mergers & Acquisitions, Private Equity, Wealth Management, Restructuring, Management

Education
University of Virginia - Darden Graduate School of Business Administration   1987 — 1989
MBA, Finance

University of Pennsylvania Law School   1980 — 1983
JD, Law

Rutgers University-New Brunswick   1976 — 1980
BA, Political Science

Haddon Heights

Matthew Pomerantz Matthew Pomerantz New York, New York Details
Matthew Pomerantz's Merrill Lynch Capital Markets Experience 1986 - 1999
Job Founder & Managing Partner at Zucker's Holdings LLC
Industry Restaurants
Experience
Zucker's Bagels & Smoked Fish   2006 - Present
Murray's Bagels Chelsea   2000 - Present
Merrill Lynch Capital Markets   1986 - 1999
DRL Associates   1986 - 1986
Deloitte & Touche  1983 - 1986

Skills
Restaurant Management, Food Service, Strategic Planning, Hospitality, Marketing Strategy, Management, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Social Networking, Sales

Education
Pace University - Lubin School of Business

SUNY Albany

Robert Scannell Robert Scannell Sausalito, California Details
Robert Scannell's Merrill Lynch Capital Markets Experience June 1986 - June 1994
Job General Partner at Iaso Advisors, LLC
Industry Investment Management
Experience
Iaso Advisors, LLC   August 2014 - Present
Tradewinds Investment Mgmt, LP   October 1994 - August 2014
Merrill Lynch Capital Markets   June 1986 - June 1994

Skills
Investments

Education
Penn State University   1984 — 1986
MBA

Penn State University   1976 — 1980
BA

CFA Institute
Chartered Financial Analyst

Mary Lee Kiernan Mary Lee Kiernan Greenwich, Connecticut Details
Mary Lee Kiernan's Merrill Lynch Capital Markets Experience 1983 - 1985
Job Member of the Board of Estimate and Taxation, Greenwich, CT at Town of Greenwich
Industry Government Administration
Experience
Town of Greenwich  2011 - Present
Fairfield County Community Foundation  1999 - 2004
Cadwalader, Wickersham & Taft LLP   1988 - 1998
Merrill Lynch Capital Markets   1983 - 1985

Skills
Nonprofits, Fundraising, Public Relations, Corporate Finance, Mergers & Acquisitions, Corporate Law, Budgets, Marketing Communications, Project Finance, Grants, Community Outreach, Volunteer Management, Joint Ventures, Finance, IPO, Public Speaking, Program Development, Marketing, Social Media, Strategic Planning, Funding, Human Resources, Securities, Event Planning

Education
Harvard University   1979 — 1983
Bachelor of Arts (B.A.), Economics, Cum Laude

University of Pennsylvania Law School   1985 — 1988
Doctor of Law (J.D.), Law

Rosa Sklavounos Rosa Sklavounos Miami, Florida Details
Rosa Sklavounos's Merrill Lynch Capital Markets Experience April 1987 - September 1999
Job EWM Realty Int'l (786) 3028611
Industry Real Estate
Experience
EWM Realtors, Inc.   December 2003 - Present
Esslinger-Wooten-Maxwell, Inc.   December 2003 - Present
BNI®  1999 - 2015
Merrill Lynch Latin American Region   September 1999 - November 2001
Merrill Lynch Capital Markets   April 1987 - September 1999

Skills
Short Sales, Sellers, REO, Foreclosures, Condos, Investment Properties, Single Family Homes, Relocation, Investors, Luxury, Real Estate Transactions, Negotiation, Selling, Rentals, Investments, Real Property, Property Management, Listings, Buyer Representation, First Time Home Buyers, Real Estate Development, Property, Leases, Waterfront, New Homes, New Home Sales, Referrals, Buyers, National Association of..., Vacation Homes, Income Properties, Townhomes, e-PRO, SFR, FHA, Move Up Buyers, 1031 Exchanges, Listing Homes, Relocation Buyers, HUD, Seller Representation, Home Staging, International Real..., ABR, Council of Residential..., Seniors, CDPE, Senior Real Estate, Gated Communities, Second Home

Education
New Jersey City University

The Berkeley College

Madeline Towle Madeline Towle Washington D.C. Metro Area Details
Madeline Towle's Merrill Lynch Capital Markets Experience February 1984 - May 1986
Job Private Tutoring Services: Elementary, Middle Special Education issues
Industry Education Management
Experience
Private Tutor  April 2010 - Present
Fairfax County Public Schools  August 2008 - Present
Special Education Tutoring and Consultancy   January 2007 - Present
Fairfax County Public Schools  December 2005 - June 2008
Fairfax County Public Schools  March 1993 - December 2005
Citicorp Investment Bank  June 1986 - August 1988
Merrill Lynch Capital Markets   February 1984 - May 1986
United States Information Agency  April 1981 - June 1983

Skills
Curriculum Development, Tutoring, Program Management, Public Speaking, Classroom Management, Educational Leadership, K-12, Teachers, Lesson Planning, Special Education, Curriculum Design, Educational Technology, Teacher Training, Differentiated..., Teaching, Behavior Management, Learning Disabilities, Program Development, Training

Education
George Mason University   2004 — 2005
Master of Education (MEd), Special Education, Administrative Endorsement

George Mason University   1991 — 1993
MEd, Educational Leadership, Special Education

Virginia Commonwealth University   1978 — 1981
BGS, Soviet Economics

Patricia Peyton Patricia Peyton Phoenix, Arizona Area Details
Patricia Peyton's Merrill Lynch Capital Markets Experience 1988 - 1989
Job Sales/Leadership Consulting and Training Professional
Industry Professional Training & Coaching
Experience
Consulting  February 2007 - Present
Richardson  May 1987 - February 2007
Manchester Partners   July 1994 - May 1996
Merrill Lynch Capital Markets   1988 - 1989
Corporate Performance Systems   1984 - 1987

Skills
Marketing Strategy, Professional Services, Training Delivery, Performance Consulting, Instructional Design, Business Coaching, Team Building, E-Learning, Management Development, Public Speaking, Workshop Facilitation, Strategic Planning, Organizational..., Emotional Intelligence, Management Consulting, Nonprofits, Training, Management, Business Strategy, Leadership

Education
European University, Brussels, Belgium   1984 — 1984
Master of Business Administration (M.B.A.), International Business

Emerson College   1980 — 1984
Bachelor of Science, Organizational Behavior

Richard W. Turnbull Richard W. Turnbull Greater New York City Area Details
Richard W. Turnbull's Merrill Lynch Capital Markets Experience June 1985 - July 1988
Job President, ORO TORO, LLC
Industry Investment Management
Experience
ORO TORO, LLC   July 2009 - Present
CIBC World Markets  1996 - 2009
Prudential Securities Inc.  April 1995 - November 1996
Morgan Stanley Smith Barney  1993 - 1995
Citicorp Securities Markets   August 1988 - December 1989
Merrill Lynch Capital Markets   June 1985 - July 1988

Education
Harvard Business School   1983 — 1985
MBA, Finance, General Management

Stanford University   1974 — 1976
MSCE, MSAES, Geotechnical Engineering, Applied Earth Sciences

City University of New York City College   1970 — 1974
BS, Geology/Oceanography

Rensselaer Polytechnic Institute   1969 — 1970
BS Candidate, Science and Engineering

Brooklyn Technical High School   1965 — 1969
Regents Diploma, Aeronautical Engineering

David Driver David Driver Greater Chicago Area Details
David Driver's Merrill Lynch Capital Markets Experience 1980 - 1989
Job Senior InterestRate Trading and Risk Management Strategist
Industry Financial Services
Experience
"Bond Bears" Trading Club   2014 - Present
TJM Institutional Services  April 2012 - December 2012
Visionary Forex   February 2008 - December 2010
Loop Capital Markets  November 2005 - January 2007
Prudential Bache Financial   1998 - 2005
Noble Press   1989 - 1998
Merrill Lynch Capital Markets   1980 - 1989
Baxter International Inc.  1978 - 1980
Arthur Young  August 1976 - September 1978

Skills
Hedging, Trading, Commodities, Risk Management, Fixed Income, FX, Options, Asset Management, Alternative Investments, Derivatives, Trading Systems, Asset Managment, FX Options, Commodity, Hedge Funds, Currency, Swaps, Financial Services, Financial Markets, Equities, Finance, Series 7, Foreign Exchange, Mutual Funds, Investments, Portfolio Management, Securities, Bonds, Banking, Series 63, FX trading, Bloomberg, ETFs, Equity Trading, Financial Risk, Capital Markets, FINRA, Electronic Trading, Financial Modeling, Valuation, Investment Management, Asset Allocation, Investment Banking, Equity Derivatives, Wealth Management, Financial Structuring, Investment Advisory, Structured Finance, Equity Research, Investment Strategies

Education
The University of Chicago - Booth School of Business   1976 — 1979
MBA, Finance/Economics

Bradley University   1972 — 1976
BS in, Accounting

Natalie Roche Natalie Roche Greater Boston Area Details
Natalie Roche's Merrill Lynch Capital Markets Experience March 1985 - October 1986
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2014 - Present
Fidelity Investments  April 2011 - December 2013
Fidelity Investments  July 1993 - January 1997
Union Trust Company  November 1986 - April 1993
Merrill Lynch Capital Markets   March 1985 - October 1986

Skills
Marketing, Leadership, Investments, Mutual Funds, Sales Management

Education
Trinity College-Hartford   1978 — 1983
B.S., Environmental Studies/Economics


of, European Studies

City Of London Polytechnic

Maureen Harrahy Maureen Harrahy San Francisco Bay Area Details
Maureen Harrahy's Merrill Lynch Capital Markets Experience June 1987 - April 1993
Job Editorial Board Member at The Qualitative Report
Industry Higher Education
Experience
The Qualitative Report   January 2011 - Present
Internationl Journal of Transpersonal Studies   January 2010 - Present
Institute of Transpersonal Psychology  September 2006 - Present
Milestones Autism Organization  March 2006 - September 2006
Private Practice  January 2003 - January 2005
Associated Students Children's Center, San Francisco State University   January 1998 - January 2000
Disorganization in   January 1998 - May 1998
Mills College Children's School  September 1996 - May 1998
Associated Students Children's Center, San Francisco State University   January 1996 - May 1996
Merrill Lynch Capital Markets   June 1987 - April 1993

Skills
Research, Editing, Curriculum Design, Teaching, Qualitative Research, Writing, Higher Education

Education
Institute of Transpersonal Psychology   2006 — 2010

Mills College Graduate School
MA, Early Childhood Education; Child Development

Mount Holyoke College
BA; Degree, International Relations; Finance

Institute of Transpersonal Psychology
Ph.D, Transpersonal Psychology

San Francisco State University

Allen Barbieri Allen Barbieri Orange County, California Area Details
Allen Barbieri's Merrill Lynch Capital Markets Experience June 1986 - December 1987
Job
Industry Oil & Energy
Experience
Biosynthetic Technologies   May 2009 - Present
Lancer Orthodontics  January 2004 - June 2008
BUY.COM  1999 - 2000
Pacific National Bank  April 1994 - December 1998
ALTA RESIDENTIAL MORTGAGE TRUST   1996 - September 1998
CAPITAL BANCORP   January 1993 - January 1994
FIRST FEDERAL BANK  January 1988 - January 1993
MERRILL LYNCH CAPITAL MARKETS   June 1986 - December 1987

Skills
Executive Management, Start-ups, Mergers, Cleantech, Investment Banking, Disruptive Technologies, Strategic Planning, Commercialization, Venture Capital, Product Development, Due Diligence, Entrepreneurship, Strategic Partnerships, Market Development, Financial Modeling, Strategic Financial..., Patent Prosecution

Education
Massachusetts Institute of Technology - Sloan School of Management   1985 — 1987
MBA, Finance & International Economics

Brigham Young University   1980 — 1983
B/S, Business Finance

Paul Mulkerrin Paul Mulkerrin Greater New York City Area Details
Paul Mulkerrin's Merrill Lynch Capital Markets Experience June 1981 - January 1987
Job CollegeLab, Inc., college admissions counseling (Paul@CollegeLab.net)
Industry Education Management
Experience
CollegeLab, Inc.   March 2001 - Present
Advest  November 1995 - December 1998
Richter & Co.   January 1991 - October 1995
Cain Brothers Shattuck   February 1987 - December 1992
Merrill Lynch Capital Markets   June 1981 - January 1987
Bain & Company  October 1978 - July 1980

Education
The University of Chicago Booth School of Business   1980 — 1982
MBA, finance

Harvard University   1974 — 1978
AB cum laude, Government

Matignon High School, Cambridge, MA.   1970 — 1974
Diploma

Mary-Jo Knight Mary-Jo Knight Greater New York City Area Details
Mary-Jo Knight's Merrill Lynch Capital Markets Experience 1979 - 1985
Job
Industry Financial Services
Experience
AXA Advisors, LLC  October 1990 - Present
Security Pacific Bank  September 1985 - October 1990
Merrill Lynch Capital Markets   1979 - 1985
Huntoon, Paige & Co., Inc.   1972 - 1979

Skills
Strategic Financial..., Life Insurance Services, Long Term Care..., Estate Planning..., Wealth Management

Education
University of Pennsylvania - The Wharton School   2007 — 2010
Certificate, Retirement Planning

Fordham University   2000 — 2007
BA, Liberal Arts, Studio Art, Magna Cum Laude

City University of New York-Queens College   1970 — 1972
Liberal Arts

St. Michael HS   1964 — 1968
NYS Regents Diploma, General Studies

Andrea Anayiotos Andrea Anayiotos Washington D.C. Metro Area Details
Andrea Anayiotos's Merrill Lynch Capital Markets Experience January 1983 - January 1987
Job Business and Economic Development Advisor at Intrasoft International
Industry International Affairs
Experience
AGA Global Inc   March 2011 - Present
Intrasoft International  March 2011 - Present
The World Bank  January 2008 - April 2010
European Union TACIS Program   January 1999 - January 2000
The World Bank  January 1994 - January 1997
University of Colorado  January 1990 - January 1991
PaineWebber Inc  January 1987 - January 1989
Merrill Lynch Capital Markets   January 1983 - January 1987
Hellenic Lines Ltd   January 1981 - January 1983

Skills
Project Implementation, Policy, Business Strategy, Team Leadership, Program Management, New Business Development, Strategic Planning, Research, Knowledge Management, Economic Development, Emerging Markets, Capacity Building, Public-private..., Customer Relations, Business Analysis, Analysis, Business Intelligence, Databases, Data Analysis, Consultancy, Business Development, Public/private..., Government, Leadership, Governance, Management Consulting, International Relations, Proposal Writing, International..., European Union

Education
Penn State University   1979 — 1981
MS Economics, Economics, Finance, International Economics

George Mellman, CFA, CIPM, FRM, CFP George Mellman, CFA, CIPM, FRM, CFP Greater Boston Area Details
George Mellman, CFA, CIPM, FRM, CFP's Merrill Lynch Capital Markets Experience 1985 - 1987
Job Wealth Management Consultant at Northwestern Mutual
Industry Financial Services
Experience
Fidelity Investments  1998 - 2013
Wright Investors Service  1997 - 1998
Northeastern University and Sacred Heart University   1990 - 1998
GSM Financial Solutions   1987 - 1997
Merrill Lynch Capital Markets   1985 - 1987
International Data Corp.  1984 - 1985
Data Resources, Inc. (now part of Global Insight)   1982 - 1984

Skills
Investments, Asset Allocation, Asset Managment, Financial Modeling, Data Analysis, Portfolio Performance..., Investment Research, Investment Consulting, DC and DB Retirement..., Institutional Sales, Client Service Oriented, Consulting

Education
Carnegie Mellon University - Tepper School of Business   1980 — 1982
MBA, Finance

Boston University   1978 — 1980
BA, Economics and Mathematics

Gregory T. Smith Gregory T. Smith Greater Chicago Area Details
Gregory T. Smith's Merrill Lynch Capital Markets Experience 1983 - 1987
Job Historian & Futures Trader, GTS Research
Industry Research
Experience
GTS Research   February 1993 - Present
RBS Greenwich Capital  1988 - 1991
Merrill Lynch Capital Markets   1983 - 1987
Oak Park Trust & Savings Bank   1977 - 1980
Northern Trust Bank  1969 - 1977
US Army  1965 - 1968

Skills
Options, Risk Management, Research, Public Speaking, Statistics, Fixed Income, Policy, Portfolio Management, Strategic Planning, Analysis, Data Analysis, Team Leadership, Management, Financial Analysis, Teaching, Trading, Equities, Policy Analysis, Proprietary Trading, Technical Analysis, Strategy, Asset Management, Investments, Commodity, Finance, FX trading, Leadership, Financial Markets, Hedge Funds, Hedging, Valuation, Derivatives, Alternative Investments, Bloomberg, Trading Systems, FX Options, Program Management, Project Planning, Business Strategy, Trading Strategies, Equity Trading, Investment Strategies, Entrepreneurship, Securities, Capital Markets, Quantitative Analytics, Electronic Trading, Marathon

Education
Northern Illinois University   2010 — 2012
MA, History

University of Illinois at Chicago
BA, History

Illinois Institute of Technology
Mathematics

Carroll College
Music

Lizann Prosser Lizann Prosser Washington D.C. Metro Area Details
Lizann Prosser's Merrill Lynch Capital Markets Experience 1989 - 1991
Job Independent at International Development
Industry International Affairs
Experience
International Development  January 2014 - Present
Crown Agents - USA  April 2010 - 2014
Deloitte LLP  May 2009 - April 2010
BearingPoint  June 2005 - April 2009
Deloitte Emerging Markets   June 1993 - January 2004
Merrill Lynch Capital Markets   1989 - 1991
Primerica Corporation  1985 - 1989

Skills
International..., Management Consulting, Program Management, Governance, Public/private..., International Project..., International Relations, Strategic Planning, Business Development, Capacity Building, Business Process..., Mergers, Economic Development, Policy, Sustainability, Strategy, NGOs, Proposal Writing, Organizational..., Mergers & Acquisitions, Strategic Vision, Project Management, Business Strategy, Government, Organizational..., Change Management

Education
University of Pennsylvania - The Wharton School   1983 — 1985
MBA, Finance & International Business

University of North Carolina at Chapel Hill   1976 — 1977
MSPH, Environmental Management

The Johns Hopkins University   1972 — 1976
BES, Environmental Engineering

Notre Dame Prep   1968 — 1972

Nelson Lam Nelson Lam Portland, Oregon Area Details
Nelson Lam's Merrill Lynch Capital Markets Experience 1987 - 1990
Job Founder & President, The Lam Group
Industry Investment Management
Experience
The Lam Group, Inc.   2001 - Present
Windermere Investment Associates   1999 - 2000
UBS Securities  1990 - 1996
Merrill Lynch Capital Markets   1987 - 1990
JP Morgan  1982 - 1985

Education
University of Pennsylvania - The Wharton School   1985 — 1987
MBA, Finance

Tufts University   1978 — 1982
BS, Mechanical Engineering

The Lawrenceville School   1974 — 1978

Derick Burgher Derick Burgher Greater New York City Area Details
Derick Burgher's Merrill Lynch Capital Markets Experience January 1986 - January 1990
Job Fixed Income Derivatives Sales, Trading and Research
Industry Banking
Experience
RBS Greenwich Capital  April 1990 - October 2008
RBS Greenwich Capital  April 1990 - October 2008
RBS Greenwich Capital  April 1990 - October 2008
RBS Greenwich Capital  1990 - October 2008
RBS Greenwich Capital  January 2000 - January 2008
RBS  2000 - 2008
Global Head of Futures, Greenwich Capital Markets   January 1996 - January 2000
Greenwich Capital Institutional Futures Sales   January 1990 - January 1996
Merrill Lynch  September 1988 - April 1990
Merrill Lynch Capital Markets   January 1986 - January 1990

Skills
Derivatives, Series 24, Options, Fixed Income, Trading, Swaps, Commodity, Hedge Funds, Alternative Investments, Portfolio Management, Options Strategies, Bonds, Rates, Banking, Back Office, Bloomberg, Capital Markets, Financial Markets, Asset Management, Hedging

Education
Georgia Institute of Technology - Georgia Tech College of Management   1974 — 1979
B.S., economics/finance

Georgia Institute of Technology
B.S, Industrial Management

The South Kent School   1970 — 1974
prep

Gerald Laurain Gerald Laurain Greater Memphis Area Details
Gerald Laurain's Merrill Lynch Capital Markets Experience 1980 - 1985
Job Chief Investment Officer
Industry Financial Services
Experience
...   March 2007 - Present
LaSalle Bank  2002 - 2007
The Chicago Corporation  1997 - 2002
Lamborn Securities   1994 - 1996
J.P. Morgan   1992 - 1994
Quantum Financial Services   1990 - 1992
Laurain & Company   1989 - 1990
Thomson McKinnon  1987 - 1989
Staley Commodities   1985 - 1987
Merrill Lynch Capital Markets   1980 - 1985

Skills
Chartered Financial..., Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Fixed Income, Derivatives, Wealth Management..., Investments, Hedge Funds, Commodity, Financial Markets, Bonds, Private Equity, Trading, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Securities, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Banking, Hedging, Asset Managment, Equity Research

Education
Weatherhead School of Management at Case Western Reserve University   1976 — 1977
MSM, Finance

Case Western Reserve University   1973 — 1977
BA, Mathematics/Statistics

Grand River Academy   1971 — 1973

Richard Backus Richard Backus Richmond, Virginia Area Details
Richard Backus's Merrill Lynch Capital Markets Experience August 1987 - June 1989
Job Managing Director at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets  September 2000 - Present
Morgan Keegan, Co   July 1997 - September 1998
Wheat First (Wachovia Securities)   June 1990 - July 1997
Nationsbank (Bank of America Securities)   June 1989 - June 1990
Merrill Lynch Capital Markets   August 1987 - June 1989
Household Mortgage Services (Household International)   July 1985 - August 1987
Glenview State Bank  August 1982 - July 1985
Federal Deposit Insurance Corporation  June 1979 - August 1982
Ohio Bureau of Criminal Investigation  October 1974 - June 1979
Office of the Commonwealth's Attorney 17th Judicial District of KY   March 1973 - October 1974

Skills
Investments, Equities, Capital Markets, Debt, Private Placements, Structured Finance, Valuation, Asset Managment, Financial Modeling, Investment Banking, Financial Analysis, Equity Research, Due Diligence, Fixed Income, Portfolio Management

Education
The University of Chicago Booth School of Business   1983 — 1985
MBA, Economics/Finance

Eastern Kentucky University   1972 — 1974
MS, Public Administration

Marshall University   1967 — 1971
BA, Social Sciences

Marshall University   1967 — 1971
BA, Social Sciences

Sarah Snider Sarah Snider Greater Pittsburgh Area Details
Sarah Snider's Merrill Lynch Capital Markets Experience 1988 - 1999
Job Senior Business Innovation Implementation Consultant at Highmark Blue Cross Blue Shield
Industry Insurance
Experience
Highmark Blue Cross Blue Shield  2012 - Present
Rural Health Innovation Collaborative   2009 - 2012
Consultant  2008 - 2009
Richard G. Lugar Center for Rural Health   1995 - 2008
Vermillion Parke Community Health Center   2007 - 2007
Merrill Lynch Capital Markets   1988 - 1999
Employee Benefit Research Institute  1991 - 1995
Ernst & Young  1990 - 1990

Skills
Grant Writing, Training, Strategic Planning, Analysis, Management, Healthcare, Mergers & Acquisitions, Budgets, Editing, Governance, System Administration, Operations Management, Business Analysis, Management Consulting, Project Management, Leadership, Public Speaking, SDLC, Microsoft Office, Health Insurance, Insurance, Requirements Gathering, Research

Education
American University
Master of Business Administration (MBA)

San Francisco State University
Bachelor's degree

Bonnie Messing-Pavlakis Bonnie Messing-Pavlakis New York, New York Details
Bonnie Messing-Pavlakis's Merrill Lynch Capital Markets Experience 1983 - 1985
Job COO | Chief of Staff | Chief Administrative Officer | Financial and Professional Services
Industry Financial Services
Experience
Geller & Company LLC   2008 - Present
Geller & Company LLC   2012 - 2015
Geller & Company LLC   2003 - 2014
Geller & Company LLC   2008 - 2010
Digitas LLC  2001 - 2003
Prudential Insurance Company of America  1999 - 2000
Citibank, N.A.   1995 - 1999
ITT Corporation  1991 - 1995
Lehman Brothers  1987 - 1990
Merrill Lynch Capital Markets   1983 - 1985

Skills
Strategic Planning, Profitability Analysis, Board / Investor..., Marketing Strategy, Implementation /..., Change Management, Process Improvement, Pricing Optimization, Culture Transformation, Risk Management, Business Continuity, Mergers & Acquisitions..., Divestitures, Business Valuations, Finance, Business Metrics &..., Budgeting & Forecasting, Scenario Planning, Human Resources Strategy, Employee Engagement, Employee Retention, Talent Management, Leadership, Compensation / Benefits..., Executive Compensation, Internal & External..., Vendor Management, Program Management, Project Management, IT Strategy, Legal / Compliance, Start-ups, Private Equity, Financial Services, Investment Banking, Fintech, Commercial Finance, Insurance, Retail Banking, Private Banking, Wealth Management, Family Offices

Education
Harvard Business School   1985 — 1987
MBA

Yale University   1979 — 1983
B.A. cum laude, Economics

Sheila Donnell Sheila Donnell Fort Myers, Florida Area Details
Sheila Donnell's Merrill Lynch Capital Markets Experience 1983 - 1985
Job Flight Attendant at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways  November 2001 - Present
The International Executive   July 1990 - 1999
The Boston Company, Boston Safe Deposit & Trust (bought by American Express)   1987 - 1990
Mellon Financial Services  1985 - 1987
Merrill Lynch Capital Markets   1983 - 1985

Skills
Customer Service, Airlines, Public Speaking, Customer Satisfaction

Education
Purdue University   1972 — 1973
Masters -Nutrition

California State Polytechnic University-San Luis Obispo   1962 — 1964
BS, Business, Management, Marketing, and Related Support Services

Garland Junior College   1960 — 1962
Associate in Science, Nutrition

Barbara Redinger Barbara Redinger Cleveland/Akron, Ohio Area Details
Barbara Redinger's Merrill Lynch Capital Markets Experience June 1987 - July 1990
Job Finance Office at Christ Church
Industry Nonprofit Organization Management
Experience
Christ Church  March 2015 - Present
Veritext Legal Solutions  March 2014 - December 2014
Rennillo Deposition & Discovery, a Veritext Company   April 2011 - March 2014
Wallover Oil Company   September 2006 - October 2007
Optical Data Corporation  July 1990 - January 1993
Merrill Lynch Capital Markets   June 1987 - July 1990
Goldman, Sachs & Co.   June 1977 - January 1986

Skills
Public Speaking, Negotiation, Marketing Strategy, Public Relations, Sales, Account Management, Social Media, Marketing, Social Networking

Education
Saint Peter's University   1981 — 1985
BS, Economics

John Lundeen John Lundeen Greater New York City Area Details
John Lundeen's Merrill Lynch Capital Markets Experience March 1986 - August 1989
Job Managing Director at Lundeen Cliffside Associates, Inc.
Industry Professional Training & Coaching
Experience
Lundeen Cliffside Associates, Inc.   September 2008 - Present
360 Consulting Inc.   September 2006 - September 2008
The Baron Group   November 2003 - January 2005
Wide Learning Financial Directions   June 1998 - November 2003
NatWest Capital Markets   February 1990 - April 1995
National Westminster Bank PLC  1990 - 1995
Merrill Lynch Capital Markets   March 1986 - August 1989
Aetna  1984 - 1985
Aetna Life and Casualty  1982 - 1984

Skills
Investment Banking, Capital Markets, Fixed Income, Strategic Planning, Public Speaking, Business Strategy, Fundraising, Team Building, Change Management, Management Consulting, Strategy Development, Negotiation, Business Planning, Non-profits, Mentoring, Coaching, Writing, Executive Coaching, Marketing Strategy, Strategy, Nonprofits, Training, Management, CRM, Leadership

Education
Harvard University, John F. Kennedy School of Government   1976 — 1978
MPP(Public Policy), Public Finance and Historic Preservation Real Estate Finance

University of Minnesota-Twin Cities   1975 — 1976
MA, American Studies

Harvard University   1970 — 1974
AB

University of Chicago Lab School
High School

Pamela Minetti Pamela Minetti Greater New York City Area Details
Pamela Minetti's Merrill Lynch Capital Markets Experience July 1984 - May 1990
Job Director of Human Resources and Administration at Enhanced Equity Funds
Industry Human Resources
Experience
Enhanced Equity Funds  April 2015 - Present
Focused Ultrasound Foundation  June 2013 - March 2015
Boyden Global Executive Search  January 2011 - June 2013
Mogavero, Lee & Co., Inc   November 2006 - August 2010
Merrill Lynch Capital Markets   July 1984 - May 1990

Skills
Customer Relations, Executive Search, New Business Development, Market Research, Direct Sales, Customer Service, Strategic Planning, Social Enterprise, Corporate Social..., Fundraising, CRM, Management, Start-ups, Recruiting, Capital Markets, Marketing Strategy, Sourcing, Talent Management, Human Resources, Marketing, Talent Acquisition

Education
Columbia University - Columbia Business School
MBA, Finance and Marketing

University of Virginia
BA with Highest Distinction, International Relations

Misty Rhodes Misty Rhodes Orlando, Florida Area Details
Misty Rhodes's Merrill Lynch Capital Markets Experience January 1991 - July 1993
Job Business Development Manager for Skopos Financial, a subprime auto finance company that makes the tough deals easy
Industry Financial Services
Experience
Skopos Financial  February 2013 - Present
Westlake Financial Services  August 2012 - February 2013
Glass Clinic   July 2011 - August 2012
Fort Elementary   August 2008 - June 2011
Basketcase Book Company   January 2001 - August 2008
Merrill Lynch Private Client Group  June 1997 - August 1999
Merrill Lynch Private Client Group  June 1993 - May 1997
Merrill Lynch Capital Markets   January 1991 - July 1993

Skills
Teaching, Psychology, Public Speaking, Tutoring, Special Education, Staff Development, Writing, Counseling, Teacher Training, Market Analysis, Local Marketing, Strategic Consulting, Small Business, Entrepreneurial..., Self Driven, Teamwork, Skilled Communicator, Mobile Marketing, Training & Development, Sales Skills Training, Financial Planning, Training Delivery, Fleet Services, C Level Selling, Positive Psychology, Positive Energy, Positive Team Player, Positive Can-do Attitude, Energetic Self-Starter, Lead Generation, B2B, Sales Hunter, Cold Calling Experience, Sincere, Trusted Advisor, Entrepreneurship, Sales, Territory Management, Dedication to..., Professional Experience, New Business Development, Territory..., Profit, Customer Service, Passion for Success, Account Management, Subprime Auto Finance, Subprime Automotive..., Nonprime Auto Lending, Nonprime Auto Finance

Education
Texas A&M University-Commerce   2007 — 2011
Master's degree, Special Education, plus courses toward master's degrees in Business Administration & Counseling

Texas A&M University-Commerce   2005 — 2007
Bachelor's degree, Psychology

Texas State University-San Marcos   1986 — 1988
College courses toward bachelor's degrees in English and Philosophy

Lakeview Centennial High School   1986 — 1986

North Mesquite High School   1982 — 1985

Sebastian V. Paris, FRP Sebastian V. Paris, FRP Miami, Florida Details
Sebastian V. Paris, FRP's Merrill Lynch Capital Markets Experience 1988 - 1990
Job Paralegal
Industry Law Practice
Experience
Tew Cardenas LLP  2009 - 2014
Paris Legal Solutions   2004 - 2009
Hall, David and Joseph PA   1997 - 2004
Greater Miami Jewish Federation  1995 - 1997
First Defense Legal Services Insurance Corporation   1990 - 1995
Merrill Lynch Capital Markets   1988 - 1990
Gonzalez Enterprises   1979 - 1988

Skills
Legal Research, Courts, Legal Writing, Litigation, Document Review, Commercial Litigation, Civil Litigation, Westlaw, Litigation Support, Mediation, Appeals, Legal Issues, Spanish, Arbitration, Legal Assistance, Family Law, Depositions, Corporate Law, Alternative Dispute..., Employment Law, Hearings, Product Liability, Medical Malpractice, Contract Negotiation, Criminal Defense, Legal Documents, Pleadings, LexisNexis, Trade Secrets, International Law, Patents, Notary Public, Policy Analysis, Policy, Lexis, Copyright Law, Document Drafting, Entertainment Law, Corporate Governance, Estate Planning, Environmental Law, Wordperfect, Patent Litigation, Trademarks

Education
Miami Dade College
Business Administration, Management and Operations

Mark Truchan Mark Truchan Hingham, Massachusetts Details
Mark Truchan's Merrill Lynch Capital Markets Experience August 1991 - April 1993
Job Senior Technology Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2005 - Present
Heirloom Capital, LP   April 2004 - May 2005
SAC Capital Advisors, LLC  April 2002 - April 2004
ABN AMRO Securities LLC   April 2000 - April 2003
The Robinson Humphrey Company  April 1996 - April 2000
Fidelity Investments  April 1994 - April 1996
Smith Barney Shearson  April 1993 - April 1994
Merrill Lynch Capital Markets   August 1991 - April 1993

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Business Analysis, Project Management, Leadership, Investments, Finance, Process Improvement, Strategic Planning

Education
Duke University - The Fuqua School of Business   1989 — 1991
Master's Degree, Business Administration and Management, General

Muhlenberg College   1981 — 1985
Bachelor's Degree, Business/Managerial Economics

Nutley High School   1981 — 1985
High School

Walter Donovan Walter Donovan Boston, Massachusetts Details
Walter Donovan's Merrill Lynch Capital Markets Experience 1988 - 1995
Job Chief Investment Officer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  2009 - Present
Fidelity Investments  1995 - 2009
Merrill Lynch Capital Markets   1988 - 1995
Salomon Brothers  1985 - 1988

Education
Amherst College
Bachelor of Arts (B.A.)

Phillips Exeter Academy

Richard Moseley Richard Moseley Philadelphia, Pennsylvania Details
Richard Moseley's Merrill Lynch Capital Markets Experience 1984 - 1986
Job Managing Director at Cascade Capital Management
Industry Financial Services
Experience
Cascade Capital Management   2009 - Present
Cascade Settlement Services LLC   2014 - 2014
Doxentric LLC   January 1999 - December 2008
Liebhardt Mills Inc.   1990 - 1998
Monitor Group  1988 - 1990
Merrill Lynch Capital Markets   1984 - 1986

Education
Stanford University Graduate School of Business   1986 — 1988
Master of Business Administration (MBA)

Brown University   1979 — 1983
Bachelor of Arts (B.A.), Russian Studies

Phillips Andover Academy   1974 — 1979

Dean Lundell, CTA Dean Lundell, CTA Greater Chicago Area Details
Dean Lundell, CTA's Merrill Lynch Capital Markets Experience September 1979 - January 1989
Job Contributing Writer at Suite 101
Industry Financial Services
Experience
Suite 101  September 2008 - Present
Author  1997 - Present
Self Employed Author / Trader   January 1993 - Present
Suite101.com  1979 - Present
Investopedia division of Forbes Media   March 2007 - October 2007
SunTrust Bank  January 1990 - January 1993
Merrill Lynch Capital Markets   September 1979 - January 1989

Skills
Investments, Equities, Commodities, Writing, Research, Books, Non-fiction, Publishing, Fiction, Freelance Writing, Commodity, Feature Articles, Ghostwriting, Travel Writing, Copy Editing, Blogging, Published Author, Magazine Articles, Storytelling

Education
Governors State University   1973 — 1979

Charles Hop Fuhrmann Charles Hop Fuhrmann San Antonio, Texas Area Details
Charles Hop Fuhrmann's Merrill Lynch Capital Markets Experience 1978 - 1992
Job Chairman at HealthyPlace.com, Inc.
Industry Investment Banking
Experience
Self Employed  January 2005 - Present
HealthyPlace.com, Inc.   1999 - Present
Merrill Lynch Capital Markets   1978 - 1992
White, Weld & Co., Inc.   1969 - 1978

Skills
Investment Banking, Hedge Funds, Venture Capital, Financial Modeling, Emerging Markets, Valuation, Mergers, Private Equity, Investments, Capital Markets, LBO, Corporate Development, Entrepreneurship, Strategic Planning

Education
Harvard Business School   1967 — 1969
MBA, with honors, Finance

Harvard University   1963 — 1967
AB, cl, American History and Literature

Alamo Heights   1959 — 1963
Diploma with Highest Honors

Jon Merriman Jon Merriman San Francisco, California Details
Jon Merriman's Merrill Lynch Capital Markets Experience 1982 - 1986
Job CEO, Merriman Holdings ~ Thought leaders in small cap advisory and investment banking
Industry Investment Banking
Experience
Merriman Holdings, Inc.   February 2002 - Present
Points International Ltd (Points.com)   2006 - 2007
RateXchange Corporation   October 2000 - February 2002
Wells Fargo Securities  June 1996 - September 2000
merrill lynch capital markets   1982 - 1986

Skills
Investment Banking, Entrepreneurship, Asset Managment, Finance, Public Companies, Venture Capital, Private Equity, Start-ups, Mergers, Investments, Due Diligence, Business Strategy, Hedge Funds, Corporate Development, Private Placements, Series 7, Mergers & Acquisitions, Strategy, Securities, IPO, Asset Management, Capital, Equities, Financial Services, Alternative Investments, Management Consulting, Corporate Finance, Capital Markets, Valuation, Leadership, Options, Restructuring, Trading, Derivatives, Management, Strategic Partnerships, Emerging Markets, Financial Modeling, Business Development, Equity Research, Executive Management, M&A experience, Portfolio Management, Investor Relations, Financial Advisory, Mutual Funds, Funding, Equity Trading, Business Valuation, Investment Management

Education
Dartmouth College   1978 — 1982
BA, psychology

Lee Shepard Lee Shepard San Francisco Bay Area Details
Lee Shepard's Merrill Lynch Capital Markets Experience May 1987 - August 1987
Job
Industry Law Practice
Experience
Morrison & Foerster LLP  May 2008 - Present
Davis Polk & Wardwell  October 2006 - April 2008
Houlihan Lokey Howard & Zukin  July 1988 - May 2005
Merrill Lynch Capital Markets   May 1987 - August 1987
Pacific Gas & Electric  July 1985 - August 1986
International Data Corporation  May 1984 - August 1984
Westinghouse Electric Company  1982 - 1984

Skills
Mergers, Venture Capital, Restructuring, Private Equity, Mergers, Intellectual Property, Due Diligence, Corporate Law, Corporate Governance, Contract Negotiation

Education
University of California, Hastings College of the Law   2003 — 2006

Carnegie Mellon University - Tepper School of Business   1986 — 1988
M.S.I.A.

Carnegie Mellon University   1981 — 1985
B.S.

Greenwich High School   1979 — 1982

Alex Petrilak, Jr. Alex Petrilak, Jr. Miami/Fort Lauderdale Area Details
Alex Petrilak, Jr.'s Merrill Lynch Capital Markets Experience 1986 - 1989
Job Executive Vice President, Partner Programs, Ominto Inc., Ft. Lauderdale, Florida
Industry Marketing and Advertising
Experience
Ominto, Inc.   April 2013 - Present
DubLi  2015 - 2015
DubLi  2015 - 2015
Marketing Systems Management, Inc.   1991 - 2015
The Tampa Riverwalk   2008 - 2009
Tampa Port Authority  1999 - 2001
Price Waterhouse Management Consultants  1989 - 1991
Merrill Lynch Capital Markets   1986 - 1989

Skills
Business Intelligence, Investor Relations, Business Strategy, Corporate Development, Turn Around Management, Operating Model Design, Start-ups, Business Development, Leadership, Entrepreneurship, Strategy, SaaS, Operating Models, Management, Investments, Finance, Cloud Computing, Management Consulting, Business Planning, Mergers & Acquisitions, Executive Management, Marketing, Consulting, Venture Capital, Due Diligence, New Business Development, Contract Negotiation, Marketing Strategy, Sales Management, Negotiation, Competitive Analysis, Market Analysis, Business Process..., International Business, Strategic Planning, Strategic Partnerships, P&L Management, E-commerce, CRM, Financial Analysis, Market Research, Team Building, Product Marketing, Online Advertising, B2B, Budgets

Education
Southern Methodist University - Cox School of Business   1974 — 1976
BBA, Marketing

Georgetown University   1972 — 1974
International Economics

Jesuit College Prep

Maurice Downey Maurice Downey Greater New York City Area Details
Maurice Downey's Merrill Lynch Capital Markets Experience October 1987 - September 1988
Job Sr. Consultant/Project Manager at Cloud Sherpas
Industry Information Technology and Services
Experience
Cloud Sherpas  March 2012 - Present
Honeywell  May 1998 - March 2012
TAUNTON PRESS PUBLISHERS INC   January 1995 - May 1998
MetLife  September 1988 - March 1995
MERRILL LYNCH CAPITAL MARKETS   October 1987 - September 1988

Skills
Salesforce.com, E-commerce, Cloud Computing, NetSuite, CRM, Cross-functional Team..., ERP, Six Sigma, Management, Project Management, SaaS, Business Intelligence, SharePoint, Enterprise Software, Integration, Requirements Gathering, Strategy, Leadership

Education
Marist College   1985 — 1987
Bachelor of Science, Computer Science

Rick Materna Rick Materna Greater Minneapolis-St. Paul Area Details
Rick Materna's Merrill Lynch Capital Markets Experience 1986 - 1988
Job President and CEO at Smart2Wise, LLC
Industry Financial Services
Experience
Smart2Wise, LLC   January 2014 - Present
DataBurst,LLC   January 2004 - Present
John G. Kinnard   October 1997 - January 2003
Interim HealthCare  July 1988 - April 1996
Merrill Lynch Capital Markets   1986 - 1988
Salomon Brothers, Inc.   May 1979 - June 1986
Salomon Brothers, Inc  June 1976 - May 1979

Skills
Leadership, Strategic Planning, Training, Capital Markets, Contract Negotiation, Equities, CRM, Securities, Entrepreneurship, Financial Analysis, Project Management, Product Development, Hedge Funds, Trading, Derivatives, Investments, Finance, Marketing, Sales Management, New Business Development, Process Improvement, Start-ups, Business Development, Research, Microsoft Office, Management, Management Consulting

Education
Bowling Green State University
Bachelor of Science (BS), Russian History - Educaton

Middlebury College
Russian Language

Eric Dale, CFP® CAIA Eric Dale, CFP® CAIA Greater New York City Area Details
Eric Dale, CFP® CAIA's Merrill Lynch Capital Markets Experience October 1987 - May 1992
Job Managing Director at Glovista Investments LLC
Industry Investment Management
Experience
Glovista Investments LLC  September 2014 - Present
Credit Suisse Private Banking USA   January 2013 - July 2014
Credit Suisse Private Banking USA   June 2005 - July 2014
The Prostate Cancer Charity   February 2004 - April 2005
Merrill Lynch International Bank  January 1997 - October 2002
Merrill Lynch International Private Client   July 1994 - December 1996
Merrill Lynch International Bank  May 1992 - July 1994
Merrill Lynch Capital Markets   October 1987 - May 1992
Merrill Lynch Banque Suisse   May 1985 - October 1987
Merrill Lynch International  December 1980 - May 1985

Education
University of Oxford   1971 — 1972
MSc, Numerical Analysis

The University of Edinburgh   1967 — 1971
MA, Mathematics and Mathematical Physics, Summa Cum Laude

Hal Valeche Hal Valeche West Palm Beach, Florida Area Details
Hal Valeche's Merrill Lynch Capital Markets Experience 1983 - 1987
Job Palm Beach County Commission
Industry Government Administration
Experience
York Street Capital Advisors   Vice President Corporate DevelopmentRailAmerica1998 - 2001
Smith Barney Harris Upham  1987 - 1990
Merrill Lynch Capital Markets   1983 - 1987
Lehman Brothers Kuhn Loeb  1981 - 1982
United States Navy  1970 - 1975

Skills
Private Equity, Strategic Planning, Financial Analysis, Equities, Asset Managment, Asset Management, Portfolio Management, Investments, Hedge Funds, Due Diligence, Wealth Management, Series 7, Alternative Investments, Equity Research, Insurance, Financial Modeling, Investment Strategies, Capital Markets, Mergers & Acquisitions, Sailing, Banking, Mutual Funds, Mergers, Strategic Financial..., Venture Capital, Retirement Planning, Asset Allocation, Investment Advisory, Investment Banking, Securities, Series 63, Financial Structuring, Commercial Lending, Valuation, Corporate Finance, Finance, Private Placements

Education
University of Pennsylvania - The Wharton School   1981 — 1983
MBA, Finance

Yale University   1965 — 1969
BA, American Studies

Robert Edgreen Robert Edgreen Greater New York City Area Details
Robert Edgreen's Merrill Lynch Capital Markets Experience April 1978 - February 1980
Job Managing Director at Value Added Capital, LLC
Industry Venture Capital & Private Equity
Experience
Value Added Capital, LLC   January 1993 - Present
KD Equities   May 1989 - January 1993
Integrated Resources Acquisition, Inc.   July 1986 - May 1989
EF Hutton & Co.   February 1981 - July 1986
Merrill Lynch Capital Markets   April 1978 - February 1980
White Weld & Co.   July 1975 - April 1978
General Electric Company  1969 - 1970

Education
University of Virginia Darden School of Business   1970 — 1972

Penn State University   1964 — 1968
BS, Aerospace Engineering

Jack Horner Jack Horner Greater New York City Area Details
Jack Horner's Merrill Lynch Capital Markets Experience February 1984 - December 1994
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  July 2012 - Present
New Canaan Fire Department   November 2005 - Present
American Realty Advisors  October 2010 - January 2012
HFP Capital Markets, LLC  January 2008 - July 2010
Leeb Capital Management   2004 - 2006
Prudential Investments  1998 - 2003
HSBC Securities  1994 - 1996
Merrill Lynch Capital Markets   February 1984 - December 1994
First National Bank of Cincinnati   March 1980 - February 1984

Skills
Capital Markets, Securities, Banking, Investment Banking, Bonds, Due Diligence, Investments, Investment Management, Strategic Planning, Financial Analysis, Finance, Asset Managment, Valuation, Fixed Income, Equities, Executive Management, Venture Capital, Alternative Investments, Investment Strategies, Structured Finance, Asset Management, Business Strategy, New Business Development, Budgets, Financial Markets, Trading, Negotiation, Hedge Funds, Emerging Markets, Mutual Funds, Corporate Finance, Financial Modeling, Investor Relations, Wealth Management, Financial Services, Budgeting, Marketing Strategy, Strategy Development, Business Planning, Business Development, Strategy, Portfolio Management, Private Equity, Mergers & Acquisitions, Asset Allocation, Relationship Management, Financial Structuring, Real Estate, Risk Management, Investment Advisory

Education
University of Virginia - Darden Graduate School of Business Administration   1983 — 1983
Executive Program CIBS, International Banking

Georgetown University   1971 — 1975
BSFS, International Economics

St. Joseph Regional High School   1967 — 1971
College/University Preparatory and Advanced High School/Secondary Diploma Program

Jill Davidson Jill Davidson Greater Philadelphia Area Details
Jill Davidson's Merrill Lynch Capital Markets Experience 1985 - 1990
Job Clinical Pharmacology Alliance Program Director
Industry Pharmaceuticals
Experience
AstraZeneca  December 2000 - Present
AstraZeneca  2000 - 2014
Merrill Lynch Capital Markets   1985 - 1990

Skills
Clinical Pharmacology, Pharmaceutical Industry, Clinical Development, CRO, Drug Development, Clinical Trials, Neuroscience, GCP, CTMS, Regulatory Affairs, Therapeutic Areas, Infectious Diseases, Regulatory Submissions, Oncology, Biotechnology, ICH-GCP, EDC, Clinical Monitoring, Medical Affairs, Cardiology

Education
Ohio Wesleyan University   1979 — 1983
BA

Martin J. Burke, Sr Martin J. Burke, Sr Cleveland/Akron, Ohio Area Details
Martin J. Burke, Sr's Merrill Lynch Capital Markets Experience January 1983 - January 1993
Job Portfolio Manager, Van Cleef Asset Management
Industry Investment Management
Experience
Van Cleef Asset Management   September 1993 - Present
Van Cleef Asset Management   2002 - 2010
Merrill Lynch Capital Markets   January 1983 - January 1993
Ernst & Ernst, aka, Ernst & Young   1965 - 1970

Education
John Carroll University   1958 — 1962
Bachelor of Science/Business Administration, Accounting

St. Ignatius High School   1954 — 1958
French Scientific, College Preparatory

Sterling Gillis Sterling Gillis Houston, Texas Area Details
Sterling Gillis's Merrill Lynch Capital Markets Experience January 1987 - December 1988
Job Managing Partner at Downstream Products LLC
Industry Chemicals
Experience
Downstream Products LLC   January 2010 - Present
Hercules Transport   2008 - November 2010
Nichimen America   April 1993 - July 2008
Holland Chemicals   February 1990 - January 1992
Dow Chemical  January 1989 - January 1990
Merrill Lynch Capital Markets   January 1987 - December 1988

Education
Thunderbird School of Global Management   1985 — 1986
MBA, International Business

Emory University   1980 — 1984
BA, International Relations/Economics

Mark Levy Mark Levy Greater New York City Area Details
Mark Levy's Merrill Lynch Capital Markets Experience August 1987 - April 1989
Job Managing Director Head of Client Management Tools & Analytics at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  July 2009 - Present
Morgan Stanley Investment Management  September 2006 - January 2009
Morgan Stanley  January 2005 - September 2006
Pyramid Consulting, Inc.   October 2000 - January 2005
Technodyne LLC  July 1999 - October 2000
Ernst & Young, LLP   December 1994 - July 1999
Pearson  December 1990 - December 1994
Peter Sharp & Company Inc.   April 1989 - November 1990
Merrill Lynch Capital Markets   August 1987 - April 1989
Schonbraun, Safris & Company, CPA's   July 1986 - June 1987

Education
Rutgers University
BS

Thomas Hays Thomas Hays Greater New York City Area Details
Thomas Hays's Merrill Lynch Capital Markets Experience 1987 - 1989
Job Real Estate and Banking Executive
Industry Investment Banking
Experience
Emerald Development Group   2009 - Present
Riad Meriem   2006 - Present
Mid-Market Securities, LLC  2010 - 2012
Thomas Hays Interiors   1993 - 2012
Ruston Apartment Associates   1992 - 2012
Bankers Trust International  1989 - 1992
Merrill Lynch Capital Markets   1987 - 1989

Skills
Joint Ventures, Due Diligence, Value Engineering, Investments, Mergers, Negotiation, Private Equity, Mergers & Acquisitions, Venture Capital, Strategic Planning, Business Development, Sellers, Marketing, Contract Negotiation, Financial Markets, Real Estate, Financial Analysis, Asset Management, Investment Banking, Investors, Asset Managment, Leadership, Management, Investment Properties, Equities, Financial Structuring

Education
Northwestern University - Kellogg School of Management   1985 — 1987
Master of Business Administration (M.B.A.), Finance, International Business, and Marketing, 3.8

Louisiana Tech University   1980 — 1984
Bachelor's Degree, Finance, 3.9

Eddie Dixon Eddie Dixon Austin, Texas Area Details
Eddie Dixon's Merrill Lynch Capital Markets Experience 1985 - 1988
Job Deputy General Counsel
Industry Legal Services
Experience
National Instruments Corporation  2011 - Present
Dell  1995 - 2010
Winstead PC  1991 - 1995
Merrill Lynch Capital Markets   1985 - 1988

Education
The University of Texas School of Law   1988 — 1990
JD, Law

The University of Texas at Austin - Red McCombs School of Business   1984 — 1985
MBA, Business

University of Arkansas   1979 — 1983
BSIE, Industrial Engineering

Maureen Doyle Berk Maureen Doyle Berk Washington D.C. Metro Area Details
Maureen Doyle Berk's Merrill Lynch Capital Markets Experience 1985 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
FBR  1997 - 1999
SBC Warburg  1995 - 1997
Merrill Lynch Capital Markets   1985 - 1995

Education
Thunderbird School of Global Management   1981 — 1982
MBA, International Finance

Indiana University Bloomington   1977 — 1981
B.S., B.A., Business Administration, French

Universite des Sciences Humaines de Strasbourg   1979 — 1980
Diplome D'Etudes Francaises

Arthur Djang Arthur Djang Greater New York City Area Details
Arthur Djang's Merrill Lynch Capital Markets Experience 1988 - 1990
Job Adjunct Professor of Finance at CUHK School of Business, The Chinese University of Hong Kong
Industry Financial Services
Experience
CUHK School of Business, The Chinese University of Hong Kong   2011 - Present
Babson Capital Management  2004 - 2013
AIG Global Investment Corporation   1996 - 2004
JP Morgan Securities Inc.  1995 - 1996
JP Morgan Trust Bank Ltd.   1990 - 1994
Merrill Lynch Capital Markets   1988 - 1990
The First Boston Corporation  1984 - 1988

Skills
Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Private Equity, Risk Management, Asset Managment, Bloomberg, Management, Capital Markets, Derivatives, Valuation, Equities, Structured Products, Investment Banking

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Mathematical Methods in Engineering and Operations Research

Stanford University
Ph.D., Operations Research

Stanford University
M.S., Operations Research

Kofi Essiam Kofi Essiam Washington D.C. Metro Area Details
Kofi Essiam's Merrill Lynch Capital Markets Experience 1988 - March 1990
Job Senior Director at Capital One
Industry Financial Services
Experience
Capital One  November 2009 - Present
GMAC Mortgage  2005 - 2008
Federal Home Loan Bank of Seattle  August 2003 - August 2005
FHLB Seattle   2003 - 2005
Toronto Dominion Bank  January 2003 - July 2003
CIBC  1997 - 2002
African Development Bank  April 1993 - August 1997
JP Morgan Chase/Manufacturer's Hanover Bank   March 1990 - April 1993
Merrill Lynch Capital Markets   1988 - March 1990
The World Bank  1987 - 1987

Skills
Capital Markets, Fixed Income, Derivatives, Risk Management, Portfolio Management, Credit Risk, MBS, Financial Modeling, Valuation, Market Risk, ALM, Financial Risk, ABS, Bloomberg, Analytics, Treasury, Options, Structured Finance, Bonds, Trading, Treasury Management, Securitization, Banking, Management, Quantitative Finance, Hedging, Quantitative Analytics, Equities

Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance

Stanford University Graduate School of Business
Executive Education, Market and Credit Risk for Financial Institutions

University of California, Berkeley
MS, Mechanical Engineering

University of Pennsylvania
MS, Applied Mechanics

Yale University
BS, Engineering and Applied Science

Susan Merrick Susan Merrick Greater New York City Area Details
Susan Merrick's Merrill Lynch Capital Markets Experience May 1984 - January 1991
Job CMBS Research Analyst at GE Asset Management
Industry Real Estate
Experience
GE Asset Management  October 2011 - Present
Fitch Ratings  January 1997 - July 2010
Merrill Lynch Capital Markets   May 1984 - January 1991
Jones Lang LaSalle (formerly Jones Lang Wootton)   October 1979 - May 1983

Education
Columbia University - Columbia Business School
MBA

Washington University in St. Louis
BA

Charles M. Miller Charles M. Miller Greater New York City Area Details
Charles M. Miller's Merrill Lynch Capital Markets Experience 1983 - 1989
Job Senior Managing Director/Global Placement Agent at Tigress Financial Partners
Industry Investment Banking
Experience
Tigress Financial Partners  January 2014 - Present
Carlton House Capital Partners, LLC and Clean Energy Group, LLC.   October 2012 - January 2014
Clean Energy Capital, LLC.   January 2011 - October 2012
Clean Energy Capital, LLC.   January 2010 - January 2011
William Blair and Company  2007 - 2010
Credit Suisse First Boston  1996 - 2006
TSA Capital   1993 - 1995
Loomis Sayles  1990 - 1993
Merrill Lynch Capital Markets   1983 - 1989
Security Pacific Bank  1978 - 1982

Skills
Private Equity, Equities, Investment Banking, Investments, Hedge Funds, Venture Capital, Fixed Income, Mergers, Derivatives, Strategy, Finance, Financial Services, LBO, Financial Advisory, Alternative Investments, Strategic Planning, Valuation, Portfolio Management, New Business Development, Corporate Finance, Mergers & Acquisitions, Asset Management

Education
University of Southern California - Marshall School of Business   1973 — 1976
MBA, Finance

Loyola Marymount University   1965 — 1970
BA, English

Sharon Bastide Sharon Bastide Greater Philadelphia Area Details
Sharon Bastide's Merrill Lynch Capital Markets Experience May 1985 - December 1992
Job Retirement Services Strategic Marketing and Development
Industry Financial Services
Experience
Sharon Bastide ,LLC   May 2008 - Present
ADP  2005 - 2008
Merrill Lynch  July 1993 - November 2002
Merrill Lynch Capital Markets   May 1985 - December 1992

Education
Duquesne University   1971 — 1975
BS Business Administration, Finance and Economics

Meryl Spigelman Meryl Spigelman Miami/Fort Lauderdale Area Details
Meryl Spigelman's Merrill Lynch Capital Markets Experience January 1994 - April 1996
Job Wealth Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  May 2008 - Present
Friends of the IDF  September 2004 - April 2008
Merrill Lynch Capital Markets   January 1994 - April 1996
Merrill Lynch Capital Markets   June 1991 - December 1993
Merrill Lynch Capital Markets   August 1987 - May 1990

Skills
Business Strategy, Derivatives, Equities, Equity Derivatives, Financial Analysis, Financial Modeling, Financial Structuring, Investments, Management, Marketing, Options, Portfolio Management, Strategic Planning

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, Finance and Marketing

University of Pennsylvania   1983 — 1987
B.A., Economics and Modern Near East Studies

Hebrew University of Jerusalem   1985 — 1986
Junior Year Program, Economics, Hebrew and Arabic Language

Robert Steven Salsbury Robert Steven Salsbury Greater New York City Area Details
Robert Steven Salsbury's Merrill Lynch Capital Markets Experience 1983 - 1985
Job Principal at ISalsburyAG, Inc.
Industry Venture Capital & Private Equity
Experience
The ZTL Companies   2005 - Present
I-Salsbury-AG, Inc.   1991 - Present
Athra Trading-NY, Inc.   1996 - 2003
Athra Trading-NY, Inc.   1996 - 2003
The Brown Companies   1992 - 1995
Kenmare Capital Corp.   1986 - 1991
Drexel Burnham Lambert  1985 - 1986
Merrill Lynch Capital Markets   1983 - 1985
Crocker National Bank  1982 - 1982
Bear Stearns & Company, Inc.,   1980 - 1980

Skills
Corporate Finance, Venture Capital, Accounting, Mergers, Entertainment, Reverse Mergers, Entrepreneur, Investments, Entrepreneurship, Due Diligence, Start-ups, Capital Markets, Business Development, LBO, Hedge Funds, Finance, Private Equity, Options, Valuation, Business Valuation, Strategy, Capital, Mergers & Acquisitions, Trading, Joint Ventures, Private Placements, Corporate Development, Emerging Markets, Investment Banking, Alternative Investments, Financial Modeling, Restructuring, IPO, Equities, Financial Analysis

Education
University of Chicago - The Booth School of Business   1981 — 1983
MBA, Accounting, Finance

University of Pennsylvania - The Wharton School   1977 — 1981
BS, Finance, Multinational Enterprise

Georgetown University - The McDonough School of Business - Summer Program 1978   1978 — 1978
Summer On Capital Hill

Charles Clifford Charles Clifford Greater Denver Area Details
Charles Clifford's Merrill Lynch Capital Markets Experience 1995 - 1996
Job Big Data Solution Architect
Industry Information Technology and Services
Experience
The Solus Group, LLC   2009 - Present
Microsoft  2007 - 2009
Weyerhaeuser  2005 - 2007
ORSC   1996 - 2005
Merrill Lynch Capital Markets   1995 - 1996
Smith Barney Capital Markets   1994 - 1995
Sybase Professional Services  1993 - 1994
Barclays Bank PLC  1991 - 1993
USWest Advanced Technologies  1986 - 1991

Skills
Big Data, Amazon Redshift, Google BigQuery, Hadoop, Data Architecture, Hive, Qubole, Python, MapReduce, Pig, Data Mining, Data Migration, Distributed Systems, Data Modeling, Data Warehousing, Sqoop, Database Development, Software Engineering, RESTful WebServices, Google App Engine, Agile Methodologies, Enterprise Architecture, Java

Education
University of Colorado Denver
B.A., Geology

University of Colorado at Denver
M.S., Information Systems/Management Science

Tim Schulte Tim Schulte Greater Chicago Area Details
Tim Schulte's Merrill Lynch Capital Markets Experience May 1989 - April 1992
Job President at MidAmerica Sports Marketing Group, Inc.
Industry Marketing and Advertising
Experience
Mid-America Sports Marketing Group, Inc.   January 1992 - Present
Merrill Lynch Capital Markets   May 1989 - April 1992

Education
Indiana University Bloomington
Master of Business Administration (MBA), Finance, General

University of Michigan
Bachelor of Arts (BA), Communication, General

David Scicolone David Scicolone Greater New York City Area Details
David Scicolone's Merrill Lynch Capital Markets Experience 1991 - 1996
Job Product ManagerNorth America at Brevan Howard US
Industry Investment Management
Experience
Brevan Howard US   February 2010 - Present
RMF/Man Investments   2007 - 2009
Family Office (start up)   2006 - 2007
Credit Suisse First Boston  2002 - 2006
Credit Suisse First Boston  2001 - 2002
EMF Financial Products   1999 - 2001
Credit Suisse First Boston  1996 - 1999
Merrill Lynch Capital Markets   1991 - 1996

Skills
Alternative Investments, Bonds, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investments, Portfolio Management, Trading

Education
The Ohio State University   1986 — 1990
BS, Finance

Jim Creber Jim Creber Greater Los Angeles Area Details
Jim Creber's Merrill Lynch Capital Markets Experience 1966 - 1986
Job Personal Investment Portfolio Manager for MidCareer Professionals > Improve Your Chances for Financial Independence
Industry Investment Management
Experience
Creber Investment Management   May 2003 - Present
RBC Dane Rauscher Inc.   2002 - 2003
Tucker Anthony Sutro Inc.   1996 - 2002
Alex Brown & Sons  1991 - 1996
Miller Tabak & Company   1986 - 1991
Merrill Lynch Capital Markets   1966 - 1986

Skills
Individual and Family..., Portfolio Asset..., Portfolio..., Personal Investments, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management, Alternative Investments, Investment Management, Asset Managment, Series 7, Retirement Planning, Equities, Securities

Education
University of Southern California   1957 — 1962
Bachelor of Science (B.S.), International Trade, Finance

kenneth mendez kenneth mendez Washington D.C. Metro Area Details
kenneth mendez's Merrill Lynch Capital Markets Experience 1984 - 1988
Job Chief Administrative Officer at AdvaMed
Industry Medical Devices
Experience
AdvaMed  2006 - Present
Trout Unlimited  1992 - 2006
Disney Consumer Products  1988 - 1992
Merrill Lynch Capital Markets   1984 - 1988
The First Boston Corporation  1982 - 1984

Education
Columbia Business School   1986 — 1988
Master of Business Administration (MBA), Marketing and International Business

Harvard College   1978 — 1982
A.B., American History and American Art

Herricks High School

Herricks High School

Kim Persky Kim Persky New Canaan, Connecticut Details
Kim Persky's Merrill Lynch Capital Markets Experience April 1986 - May 1987
Job
Industry
Experience
Greenfield Online  January 2001 - May 2001
Child Charitable Development Association, Inc.   February 2000 - October 2000
Cendant Corporation (formerly CUC International)   May 1998 - July 1999
Cendant Corporation (formerly CUC International)   October 1997 - July 1998
Cendant Corporation (formerly CUC International)   January 1996 - September 1997
Cendant Corporation (formerly CUC International)   August 1992 - December 1995
Cendant Corporation (formerly CUC International)   September 1991 - July 1992
Cendant Corporation (formerly CUC International)   November 1989 - August 1991
Apple Computer  June 1988 - August 1988
Merrill Lynch Capital Markets   April 1986 - May 1987

Skills
Strategic Planning, Entrepreneurship, Strategy, Start-ups, Management, Mergers & Acquisitions, Investments, Nonprofits, Private Equity, Marketing, Online Marketing, Online Advertising, Corporate Finance, Sales Management, Direct Marketing, Call Center..., Budgets, Customer Service, Microsoft Excel, Microsoft Office, New Business Development, Public Speaking, Team Building

Education
Stanford University Graduate School of Business   1987 — 1989
1989, Business

Princeton University   1980 — 1984
AB, Geology

Greg Sorensen Greg Sorensen Greater New York City Area Details
Greg Sorensen's Merrill Lynch Capital Markets Experience 1983 - 1991
Job Principal at Sorensen HC Advisors Inc.
Industry Banking
Experience
Sorensen HC Advisors Inc.   June 2014 - Present
SunTrust Robinson Humphrey  2010 - June 2014
Deutsche Bank Securities  2003 - 2009
Banc of America Securities  1999 - 2003
Chase Securities  1993 - 1999
Merrill Lynch Capital Markets   1983 - 1991

Skills
Investment Banking, M&A experience, Business Development, Analysis, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Medical Devices, Mergers, Corporate Finance, Private Equity, Management, Capital Markets, Valuation, Corporate Development, Leveraged Finance, Equity Research, Venture Capital, IPO, LBO, Equities, Business Valuation, Due Diligence, Financial Structuring, Private Placements, Fixed Income, Emerging Markets, Alternative Investments, Hedge Funds

Education
Macalester College
BA, Mathematics / Economics

The University of Chicago
MBA, Finance

Université catholique de Louvain
MBA, International Finance / Econometrics

D. Michael (Mike) Edelmuth D. Michael (Mike) Edelmuth Greater Memphis Area Details
D. Michael (Mike) Edelmuth's Merrill Lynch Capital Markets Experience March 1982 - July 1987
Job Managing Director at Morgan Keegan and Company
Industry Financial Services
Experience
Morgan Keegan and Company  February 1991 - 2012
Merrill Lynch Capital Markets   March 1982 - July 1987
Paine Webber Capital Markets   July 1979 - March 1982

Skills
Fixed Income, Capital Markets, Bloomberg, Series 7

Education
University of Notre Dame
Marketing

Dennis Dowden, CFA Dennis Dowden, CFA New York, New York Details
Dennis Dowden, CFA's Merrill Lynch Capital Markets Experience 1986 - 1989
Job Portfolio Manager at Muzinich & Co.
Industry Investment Management
Experience
Muzinich & Co.   April 2001 - Present
ABN AMRO Bank N.V.   1999 - 2001
Prudential Securities, Inc.   1991 - 1999
Smith Barney, Harris Upham & Co   1989 - 1990
Merrill Lynch Capital Markets   1986 - 1989
Bear Stearns Companies, Inc.   1985 - 1986

Skills
Fixed Income, Investments, Bloomberg, Alternative Investments, Asset Management, Hedge Funds, Equities, Bonds, Investment Banking, Capital Markets, Corporate Finance, Portfolio Management, Financial Markets, Financial Risk, Mutual Funds

Education
Rutgers, Graduate School of Management
Master of Business Administration (M.B.A.), Finance

Saint Peter's University
Bachelor’s Degree

CFA Institute
Chartered Financial Analyst (CFA)

Brent Bechtle Brent Bechtle Greater Minneapolis-St. Paul Area Details
Brent Bechtle's Merrill Lynch Capital Markets Experience August 1986 - May 1994
Job Senior Managing Director at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management  February 2007 - Present
Cargill Risk Management  May 1994 - February 2007
Merrill Lynch Capital Markets   August 1986 - May 1994

Skills
Hedge Funds, Alternative Investments, Global Macro, Fixed Income, Asset Managment, Global Farmland...

Education
University of Minnesota-Twin Cities
B.A., Asian History

William Mitchell College of Law
JD

Theodore Kuh Theodore Kuh San Francisco Bay Area Details
Theodore Kuh's Merrill Lynch Capital Markets Experience 1987 - 1990
Job Strategic Advisor / Private Investor
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business   2012 - Present
Citigroup Global Markets  2009 - 2012
Citigroup Global Markets  2008 - 2009
Citigroup Global Markets  1999 - 2008
Salomon Brothers  1994 - 1999
Sutro & Co. Incorporated   1990 - 1994
Merrill Lynch Capital Markets   1987 - 1990
Coopers & Lybrand  1982 - 1985

Education
Wharton School, University of Pennsylvania   1985 — 1987
Master of Business Administration (MBA)

University of California, Berkeley   1978 — 1982
Bachelor of Science (BS)

Peggy Hynes-Weibye Peggy Hynes-Weibye United States Details
Peggy Hynes-Weibye's Merrill Lynch Capital Markets Experience August 1982 - July 1989
Job Executive Project Director at Vital Vision
Industry
Experience
Vital Vision LLC   February 2000 - Present
Merrill Lynch Capital Markets   August 1982 - July 1989

Skills
English, Microsoft Office, Research, Training, Recruiting, Leadership, Management, Budgets, Human Resources, Employee Relations, Leadership Development, Process Scheduler, Cross-functional Team...

Education
Fairleigh Dickinson University, MBA   1991 — 1997
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General

Ramapo College of New Jersey   1977 — 1981
Bachelor of Arts (B.A.), Communications

Larry Yablong Larry Yablong Chicago, Illinois Details
Larry Yablong's Merrill Lynch Capital Markets Experience 1983 - 1986
Job Partner at LaSalle Realty, Inc.
Industry Real Estate
Experience
LaSalle Realty, Inc.   Vice President -- Corporate FinanceRodman & Renshaw1986 - 1987
Merrill Lynch Capital Markets   1983 - 1986
Landauer Associates  1982 - 1983

Skills
Commercial Real Estate, Real Estate Financing, Healthcare Finance

Education
Massachusetts Institute of Technology
Bachelor of Science (B.S.), Civil Engineering

University of Chicago GSB
Master of Business Administration (MBA), Finance

Christina Dennis Christina Dennis Palm Beach, Florida Details
Christina Dennis's Merrill Lynch Capital Markets Experience 1984 - 1995
Job Founder and President, The Avalo Foundation
Industry Philanthropy
Experience
The Avalo Foundation   January 2002 - Present
Palantir Capital NYC   1994 - 2002
Merrill Lynch Capital Markets   1984 - 1995

Education
Harvard Business School   1982 — 1984
MBA

New York University   1976 — 1980
Bachelor of Science (B.S.)

Hugh Mohr Hugh Mohr Greater Boston Area Details
Hugh Mohr's Merrill Lynch Capital Markets Experience April 1980 - December 1999
Job managing director at Easthill Analytics
Industry Financial Services
Experience
Easthill Analytics   June 2006 - Present
Stillwater Capital Partners  January 2000 - December 2005
Merrill Lynch Capital Markets   April 1980 - December 1999

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning

Education
NYU Stern School of Business   1981 — 1983
Master of Business Administration (MBA), Finance, General

Trinity College-Hartford
Bachelor of Arts (BA), Literary Criticism