Merrill Lynch Europe
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Merrill Lynch Europe Employees
Attalus Capital January 2014 - Present
Bell Rock Capital Management LLP October 2012 - January 2014
De Putron Fund Management January 2006 - September 2012
GLG Partners June 2001 - December 2005
Morgan Stanley September 1994 - June 2001
Merrill Lynch Europe October 1988 - March 1994
Donaldson, Lufkin & Jenrette July 1985 - September 1988
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Equities, Derivatives, Fund Of Funds, Asset Allocation, Investments, Bloomberg, Investment Strategies, Investment Management, Financial Markets, Wealth Management, Due Diligence, Investor Relations, Institutional Investors, Options, Investment Advisory, Securities, Institutional..., Asset Management, Funding, Prime Brokerage, Equity Derivatives, Financial Services
Education
Thunderbird School of Global Management 1984 — 1984
MBA
University of North Carolina at Charlotte 1978 — 1982
BA
BNS Consulting January 2006 - Present
Change and Innovation Agency March 2010 - April 2015
CACTUS Software December 2011 - February 2013
CACTUS Software May 2006 - December 2011
Merrill Lynch Europe January 2004 - November 2005
Merrill Lynch Europe June 1998 - December 2003
Fidelity Brokerage Services October 1995 - April 1998
Skills
Change Management, Leadership, Business Process, Management, Strategic Planning, Analysis, Project Planning, Product Management, Information Technology, Managerial Finance, Strategic Data Analysis, Service Operations, Process Control, Business Process..., Regulatory Compliance, Relationship Management, Start-up Consulting, Start-ups Management, Downsizing, Business Continuity..., Disaster Recovery
Education
University of Warwick - Warwick Business School 2000 — 2004
MBA, Strategy and Service Operations
Liberty University 1990 — 1994
BSc, Finance, (With Honors)
Liberty University 1990 — 1994
BA, French, (With Honors)
Aegis Capital December 2014 - Present
Spencer Trask May 2011 - December 2014
Morgan Stanley October 2008 - December 2008
UBS Investment Bank September 2004 - April 2007
JPMorgan 1998 - 2004
JP Morgan Chase & Co. 1998 - 2004
Merrill Lynch Europe September 1997 - December 1997
Merrill Lynch June 1997 - August 1997
IBM 1996 - 1996
Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Rollins College 1994 — 1998
Honors BA, Computer Science, Spanish
Dr. Phillips High School 1990 — 1994
Sniperdyne January 2000 - Present
Exact Software 2005 - January 2010
Caroline Cole, Inc January 2001 - July 2005
Merrill Lynch Europe January 1998 - 1999
Skills
Enterprise Software, ERP, SaaS, Business Intelligence, Professional Services, Business Process, CRM, Crystal Reports, Solution Selling, Software Implementation, EDI, Business Analysis, Integration, E-commerce, Project Management, Microsoft SQL Server, Process Improvement, Account Management, Business Process..., Cloud Computing, Business Development
Education
Imperial College London 1988 — 1999
International Business, International Business
University of Missouri-Columbia 1994 — 1998
BA, Finance
Beam Reach Capital July 2007 - Present
Merrill Lynch July 2005 - July 2007
Merrill Lynch Investment Managers January 1999 - July 2005
Merrill Lynch January 1998 - January 1999
Merrill Lynch Europe February 1995 - January 1998
Merrill Lynch August 1994 - February 1995
Credit Suisse First Boston June 1993 - September 1993
Benham Capital Management Group April 1988 - May 1992
Vestek Systems Inc September 1987 - April 1988
ANSER February 1985 - December 1985
Skills
Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Equities, Derivatives, Structured Products, Fixed Income, Investment Banking, Trading, Bloomberg, Mutual Funds, Series 7, Capital Markets, Asset Management, Bonds, Due Diligence, Fund Of Funds, Investment Management, Trading Strategies, Asset Allocation, Funding, Restructuring, Swaps, Strategy, Investment Strategies, Emerging Markets, Securitization, Options, Financial Markets, Equity Research, Securities, Private Equity
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and International Management
The Joseph H. Lauder Institute of Management & International Studies, University of Pennsylvania 1992 — 1994
MA, Concentration in European Management and French
Stanford University 1985 — 1988
MS EES, Engineering-Economics Systems
University of Michigan 1980 — 1984
BS IOE, Industrial and Operations Engineering - Operations Research
TSquare Analytics LLC June 1993 - Present
Avatar Audio January 2008 - Present
Town of Sherborn 2015 - 2015
Town of Sherborn March 2011 - March 2013
Town of Sherborn March 2010 - March 2011
PCA February 2007 - October 2007
Merrill Lynch New York December 1988 - September 1991
Merrill Lynch Europe January 1986 - November 1988
Skills
Team Leadership, Negotiation, Municipal Management, Strategic Planning, Product Development, Technologies, Management, Technical Analysis, Business Intelligence, Budgets, Strategy, Human Resources, Finance, Management Consulting, Start-ups, Analytics, Entrepreneurship
Education
State University of New York College at Buffalo
Bachelor's degree, Linguistic Philosophy
State Street Bank 2012 - Present
Russell Investments 2011 - 2012
Credit Suisse 2007 - 2011
Merrill Lynch Europe 2004 - 2007
J&W Seligman 1995 - 2003
Skills
Asset Management, Hedge Funds, Wealth Management, Alternative Investments, ETFs, Private Banking, Asset Managment, Derivatives, Investment Banking, Structured Products, Equities, Private Equity, Portfolio Management, Financial Services, Investments, Financial Advisory, Mutual Funds, Strategy
Education
Saint Bonaventure University 1986 — 1990
Beckley Construction, LLC August 2009 - Present
Citi Private Bank September 2005 - July 2009
Merrill Lynch Europe 1996 - 2001
Skills
Risk Management, Asset Management, Investments, Equities, Portfolio Management, Banking, Due Diligence, Project Management, Private Equity, Strategic Planning, Investment Banking, Process Improvement, Team Building, Management, Construction, Risk Assessment, Contract Negotiation, Change Management, Program Management, Business Strategy
Education
Colgate University 1982 — 1986
SunGard February 2015 - Present
SunGard August 2014 - February 2015
SunGard February 2012 - August 2014
SunGard February 2010 - February 2012
SunGard GMI March 2006 - February 2010
SunGard GMI July 2002 - March 2006
SunGard Futures Systems June 1999 - July 2002
Deutsche Bank November 1998 - June 1999
WestLB May 1995 - August 1998
Merrill Lynch Europe 1994 - 1995
Skills
Derivatives, FX, Back Office, Options, Settlements, GMI, Business Analysis, Software Project..., SDLC, Investment Banking, Change Management, Testing, Requirements Analysis, Team Leadership, AS400, Unix, IBM iSeries, FX Options, Settlement, Quality Assurance, Regression Testing, Electronic Trading, Capital Markets, SQL, Bonds, Middle Office, Financial Markets, Market Data, Securities, Foreign Exchange, User Acceptance Testing, Trading Systems, Software Quality..., Equity Derivatives, Interest Rate..., Market Risk, Fixed Income, Swaps, Credit Derivatives, Prime Brokerage
Education
University of Otago 1986 — 1991
Bachelor of Science, Mathematics