Merrill Lynch Global Private Client Group
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Merrill Lynch Global Private Client Group Employees
Employee
Years
Job
Industry
Kurt D. Eichmiller Kurt D. Eichmiller's Merrill Lynch Global Private Client Group Experience April 2003 - December 2004
Job Factory Sales Representative
Industry Consumer Services
Experience
Champion Windows Inc June 2015 - Present
Reich Insurance, LLC March 2010 - June 2015
D Patrick August 2014 - March 2015
Lowe's Home Improvement November 2011 - August 2014
Eichmiller Insurance Services, LLC December 2008 - February 2010
Old National Bancorp January 2005 - December 2008
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP April 2003 - December 2004
Fifth Third Bank September 2001 - March 2003
SunTrust Bank January 2000 - August 2001
Colonial Bank July 1997 - December 1999
Education
University of Evansville 2003 — 2007
BS, Liberal Studies
Georgia State University 1996 — 2001
Finance
Champion Windows Inc June 2015 - Present
Reich Insurance, LLC March 2010 - June 2015
D Patrick August 2014 - March 2015
Lowe's Home Improvement November 2011 - August 2014
Eichmiller Insurance Services, LLC December 2008 - February 2010
Old National Bancorp January 2005 - December 2008
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP April 2003 - December 2004
Fifth Third Bank September 2001 - March 2003
SunTrust Bank January 2000 - August 2001
Colonial Bank July 1997 - December 1999
Education
University of Evansville 2003 — 2007
BS, Liberal Studies
Georgia State University 1996 — 2001
Finance
Bradford Malt Bradford Malt's Merrill Lynch Global Private Client Group Experience June 2007 - August 2007
Job Haas MBA Candidate Class of 2015
Industry Computer Software
Experience
Rhone Apparel January 2014 - Present
Clault January 2014 - June 2014
Barclays Capital June 2010 - April 2013
interviewspy January 2011 - 2013
Collegiate Coders January 2007 - May 2010
Merrill Lynch Global Private Client Group June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Planning, Analysis, Fixed Income, Microsoft Excel, Private Equity, Microsoft Office, HTML, CSS, VBA, Research, Microsoft Word, C++, Python, Data Analysis
Education
Haas School of Business, UC Berkeley 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Georgetown University 2006 — 2010
Bachelor of Arts, Economics and Computer Science
Georgetown University 2006 — 2010
Bachelor, Arts
Buckingham Browne and Nichols High School 1992 — 2006
Rhone Apparel January 2014 - Present
Clault January 2014 - June 2014
Barclays Capital June 2010 - April 2013
interviewspy January 2011 - 2013
Collegiate Coders January 2007 - May 2010
Merrill Lynch Global Private Client Group June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Planning, Analysis, Fixed Income, Microsoft Excel, Private Equity, Microsoft Office, HTML, CSS, VBA, Research, Microsoft Word, C++, Python, Data Analysis
Education
Haas School of Business, UC Berkeley 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Georgetown University 2006 — 2010
Bachelor of Arts, Economics and Computer Science
Georgetown University 2006 — 2010
Bachelor, Arts
Buckingham Browne and Nichols High School 1992 — 2006
Shawn Hanna, CRPC Shawn Hanna, CRPC's Merrill Lynch Global Private Client Group Experience October 2003 - October 2007
Job Chief Investment Officer, Portfolio Management, Wholesaling
Industry Financial Services
Experience
ABMM Financial October 2014 - October 2015
UBS Financial Services, Inc. March 2010 - September 2014
Morgan Stanley Smith Barney October 2007 - March 2010
Merrill Lynch Global Private Client Group October 2003 - October 2007
AXA Advisors 2000 - 2003
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Finance, Financial Services, Financial Planning, Strategy, Asset Management, Equities, High Net Worth..., Fixed Annuities, Variable Annuities, Mutual Funds, Fundamental Analysis, Wholesale Banking, Investment Management, Chartered Retirement..., Series 63, Life Insurance, Health Insurance, Registered Investment..., Bloomberg Terminal, Financial Industry..., Financial Advisor, Chief Investment Officer, Research, Investment Research, Staff Management, Distribution, Originations, Capital Markets, Due Diligence, Retirement Planning, Risk Management
Education
Radford University 1986 — 1991
Bachelor of Business Administration (B.B.A.)
ABMM Financial October 2014 - October 2015
UBS Financial Services, Inc. March 2010 - September 2014
Morgan Stanley Smith Barney October 2007 - March 2010
Merrill Lynch Global Private Client Group October 2003 - October 2007
AXA Advisors 2000 - 2003
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Finance, Financial Services, Financial Planning, Strategy, Asset Management, Equities, High Net Worth..., Fixed Annuities, Variable Annuities, Mutual Funds, Fundamental Analysis, Wholesale Banking, Investment Management, Chartered Retirement..., Series 63, Life Insurance, Health Insurance, Registered Investment..., Bloomberg Terminal, Financial Industry..., Financial Advisor, Chief Investment Officer, Research, Investment Research, Staff Management, Distribution, Originations, Capital Markets, Due Diligence, Retirement Planning, Risk Management
Education
Radford University 1986 — 1991
Bachelor of Business Administration (B.B.A.)
Victoria Manuel's Merrill Lynch Global Private Client Group Experience September 2007 - June 2008
Job Combating Weapons of Mass Destruction (CWMD) Planner at Defense Threat Reduction Agency
Industry Defense & Space
Experience
Defense Threat Reduction Agency March 2013 - Present
Defense Threat Reduction Agency November 2010 - March 2013
USSTRATCOM/SCC-WMD February 2009 - November 2010
United States Air Force Education and Training Office October 2004 - February 2009
Merrill Lynch - Global Private Client Group September 2007 - June 2008
Office of Congressman Frank Wolf, 10th District of Va January 2005 - June 2005
Skills
Financial Analysis, Data Analysis, Due Diligence, Analysis, Economics, Financial Reporting, Federal Government, Governmental Affairs, Defense Policy, Security Clearance, Active Top Secret..., Foreign Relations, Operational Planning, Strategic Planning, CBRN, Team Leadership, DoD, Defense, NATO, National Security, Microsoft Office, International Relations, Sub-Saharan Africa, Corporate Finance, Government, Policy
Education
Troy University 2008 — 2010
Master's degree, International/Global Studies
George Mason University 2006 — 2008
Bachelor's degree, Finance, General
Northern Virginia Community College 2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General
Defense Threat Reduction Agency March 2013 - Present
Defense Threat Reduction Agency November 2010 - March 2013
USSTRATCOM/SCC-WMD February 2009 - November 2010
United States Air Force Education and Training Office October 2004 - February 2009
Merrill Lynch - Global Private Client Group September 2007 - June 2008
Office of Congressman Frank Wolf, 10th District of Va January 2005 - June 2005
Skills
Financial Analysis, Data Analysis, Due Diligence, Analysis, Economics, Financial Reporting, Federal Government, Governmental Affairs, Defense Policy, Security Clearance, Active Top Secret..., Foreign Relations, Operational Planning, Strategic Planning, CBRN, Team Leadership, DoD, Defense, NATO, National Security, Microsoft Office, International Relations, Sub-Saharan Africa, Corporate Finance, Government, Policy
Education
Troy University 2008 — 2010
Master's degree, International/Global Studies
George Mason University 2006 — 2008
Bachelor's degree, Finance, General
Northern Virginia Community College 2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General
David College David College's Merrill Lynch Global Private Client Group Experience June 2006 - July 2007
Job Mortgage Consultant at American Equity Mortgage
Industry Financial Services
Experience
EverTrade Direct Brokerage/EverBank June 2008 - June 2013
Merrill Lynch Global Private Client Group June 2006 - July 2007
US Bank January 2005 - June 2006
Education
Webster University
Master of Arts, Finance
University of Missouri-Saint Louis
Bachelor, Liberal Arts
EverTrade Direct Brokerage/EverBank June 2008 - June 2013
Merrill Lynch Global Private Client Group June 2006 - July 2007
US Bank January 2005 - June 2006
Education
Webster University
Master of Arts, Finance
University of Missouri-Saint Louis
Bachelor, Liberal Arts
Irene Hsieh, CPA's Merrill Lynch Global Private Client Group Experience February 2007 - June 2007
Job Tax Consultant at Ernst & Young
Industry Accounting
Experience
Ernst & Young April 2012 - Present
Yang Ming (America) Corp. September 2007 - February 2012
Merrill Lynch Global Private Client Group February 2007 - June 2007
Skills
MS Word, Excel,..., Bloomberg,..., Quickbooks, Tax, Auditing, Finance, QuickBooks, Analysis, Budgets
Education
Baruch College, Zicklin School of Business 2008 — 2011
MS, Accountancy
Baruch College, Zicklin School of Business 2005 — 2007
MBA, Finance and Operations Management
National Tsing Hua University
Bachelor's degree, Economics
Ernst & Young April 2012 - Present
Yang Ming (America) Corp. September 2007 - February 2012
Merrill Lynch Global Private Client Group February 2007 - June 2007
Skills
MS Word, Excel,..., Bloomberg,..., Quickbooks, Tax, Auditing, Finance, QuickBooks, Analysis, Budgets
Education
Baruch College, Zicklin School of Business 2008 — 2011
MS, Accountancy
Baruch College, Zicklin School of Business 2005 — 2007
MBA, Finance and Operations Management
National Tsing Hua University
Bachelor's degree, Economics
Derrick Clark Derrick Clark's Merrill Lynch Global Private Client Group Experience 1995 - 2000
Job Principal at Heritage Investment Partners, LLP
Industry Financial Services
Experience
Heritage Investment Partners, LLP December 2011 - Present
Wells Fargo Advisors August 2004 - December 2011
Smith Barney 2000 - 2004
Merrill Lynch 1995 - 2000
Merrill Lynch Global Private Client Group 1995 - 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investments, Securities, Mutual Funds, Strategic Financial..., Estate Planning, Credit, Series 63, Life Insurance, Series 7, Banking, Alternative Investments, Series 65
Education
Iona College 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Miller Place High School 1987 — 1990
Heritage Investment Partners, LLP December 2011 - Present
Wells Fargo Advisors August 2004 - December 2011
Smith Barney 2000 - 2004
Merrill Lynch 1995 - 2000
Merrill Lynch Global Private Client Group 1995 - 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investments, Securities, Mutual Funds, Strategic Financial..., Estate Planning, Credit, Series 63, Life Insurance, Series 7, Banking, Alternative Investments, Series 65
Education
Iona College 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Miller Place High School 1987 — 1990
Steve Powers, CFA Steve Powers, CFA's Merrill Lynch Global Private Client Group Experience June 2002 - October 2003
Job Director, Portfolio Specialist Aegon USA Investment Management
Industry Investment Management
Experience
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Kate Loftus Kate Loftus's Merrill Lynch Global Private Client Group Experience January 2004 - May 2004
Job Elementary Education and English Student
Industry Primary/Secondary Education
Experience
Red Ventures March 2007 - February 2009
Southeastern Telecom June 2005 - November 2006
Merrill Lynch - Global Private Client Group January 2004 - May 2004
Education
Belmont Abbey College 2011 — 2012
Teacher Certification Program, Elementary Education Major and English Minor
Towson University 2001 — 2004
BS - Business Administration, Marketing
Red Ventures March 2007 - February 2009
Southeastern Telecom June 2005 - November 2006
Merrill Lynch - Global Private Client Group January 2004 - May 2004
Education
Belmont Abbey College 2011 — 2012
Teacher Certification Program, Elementary Education Major and English Minor
Towson University 2001 — 2004
BS - Business Administration, Marketing
MICHAEL ADUTWUM's Merrill Lynch Global Private Client Group Experience May 2005 - August 2005
Job Internal Audit Supervisor at UT Holdings Limited
Industry Banking
Experience
UTH January 2010 - Present
UT Holdings Limited January 2010 - Present
Lehman Brothers Holdings Inc. March 2007 - December 2009
WESTLB AG (WESTDEUTCHE LANDESBANK) January 2005 - November 2007
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP May 2005 - August 2005
SCHUYLER COUNTY FINANCE PROJECT May 2004 - August 2004
BROOME COUNTY DEPARTMENT OF SOCIAL SERVICES May 2004 - August 2004
Skills
Internal Audit, Finance, Financial Analysis, Auditing, Analysis, Financial Risk, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Reporting
Education
Binghamton University 2003 — 2005
Masters of Public Administration, Public Finance
Binghamton University 1999 — 2003
Bachelor of Arts (B.A.), Financial Economics
UTH January 2010 - Present
UT Holdings Limited January 2010 - Present
Lehman Brothers Holdings Inc. March 2007 - December 2009
WESTLB AG (WESTDEUTCHE LANDESBANK) January 2005 - November 2007
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP May 2005 - August 2005
SCHUYLER COUNTY FINANCE PROJECT May 2004 - August 2004
BROOME COUNTY DEPARTMENT OF SOCIAL SERVICES May 2004 - August 2004
Skills
Internal Audit, Finance, Financial Analysis, Auditing, Analysis, Financial Risk, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Reporting
Education
Binghamton University 2003 — 2005
Masters of Public Administration, Public Finance
Binghamton University 1999 — 2003
Bachelor of Arts (B.A.), Financial Economics
Alison Kaizer's Merrill Lynch Global Private Client Group Experience June 2006 - August 2008
Job Your Friendly Neighborhood Headhunter™ at Boost Agents
Industry Marketing and Advertising
Experience
Boost Agents Inc. April 2015 - Present
King & Fox April 2012 - November 2014
AMK Consulting April 2012 - April 2013
Ogilvy & Mather June 2010 - March 2012
Lippincott (Oliver Wyman) August 2008 - April 2010
Merrill Lynch - Global Private Client Group June 2006 - August 2008
Harper's Bazaar (Hearst) September 2007 - December 2007
Kenneth Cole June 2007 - August 2007
Skills
Social Media Marketing, Social Networking, Market Research, Advertising, Marketing Strategy, Brand Management, Fashion, Corporate Branding, Event Planning, Creative Direction, Event Management, Styling, Personal Branding, Corporate Events, Consumer Products, Social Media, Company Branding, Special Events, Event Execution, Event Marketing, Fashion Consultation, Event Marketing Strategy, Events Coordination, Event Production, Social Media..., Social Media Consulting, Strategic Consulting, Business Development, New Business Development, Recruiting, Public Relations, Fashion Writing, Interactive Advertising, Below the Line..., Brand Development, Brand Awareness, Brand Architecture, Branding, Brand Implementation, Consumer Package Goods, Consumer Packaged Goods..., Fashion Marketing
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S, Marketing, Management & International Business
George Brown College
Social Media Marketing Certificate (2014-2015), Marketing, 4.0
Boost Agents Inc. April 2015 - Present
King & Fox April 2012 - November 2014
AMK Consulting April 2012 - April 2013
Ogilvy & Mather June 2010 - March 2012
Lippincott (Oliver Wyman) August 2008 - April 2010
Merrill Lynch - Global Private Client Group June 2006 - August 2008
Harper's Bazaar (Hearst) September 2007 - December 2007
Kenneth Cole June 2007 - August 2007
Skills
Social Media Marketing, Social Networking, Market Research, Advertising, Marketing Strategy, Brand Management, Fashion, Corporate Branding, Event Planning, Creative Direction, Event Management, Styling, Personal Branding, Corporate Events, Consumer Products, Social Media, Company Branding, Special Events, Event Execution, Event Marketing, Fashion Consultation, Event Marketing Strategy, Events Coordination, Event Production, Social Media..., Social Media Consulting, Strategic Consulting, Business Development, New Business Development, Recruiting, Public Relations, Fashion Writing, Interactive Advertising, Below the Line..., Brand Development, Brand Awareness, Brand Architecture, Branding, Brand Implementation, Consumer Package Goods, Consumer Packaged Goods..., Fashion Marketing
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S, Marketing, Management & International Business
George Brown College
Social Media Marketing Certificate (2014-2015), Marketing, 4.0
David Spurr David Spurr's Merrill Lynch Global Private Client Group Experience February 2003 - September 2008
Job CSSC Representative at Verizon
Industry Capital Markets
Experience
Verizon January 2013 - Present
Boston Institute of Finance December 2010 - June 2011
Merrill Lynch Global Private Client Group February 2003 - September 2008
Fidelity Private Wealth Management Group September 1999 - February 2003
Coolco Corporation January 1999 - September 1999
Energy North Inc. October 1991 - December 1998
Fidelity Investments February 1987 - October 1991
Fidelity Investments March 1986 - February 1987
Skills
Mutual Funds, Retirement, Investments, Start-ups, Securities, Trading, Series 7, Series 63, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1995
MS, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business Administration
Wakefield High School
Verizon January 2013 - Present
Boston Institute of Finance December 2010 - June 2011
Merrill Lynch Global Private Client Group February 2003 - September 2008
Fidelity Private Wealth Management Group September 1999 - February 2003
Coolco Corporation January 1999 - September 1999
Energy North Inc. October 1991 - December 1998
Fidelity Investments February 1987 - October 1991
Fidelity Investments March 1986 - February 1987
Skills
Mutual Funds, Retirement, Investments, Start-ups, Securities, Trading, Series 7, Series 63, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1995
MS, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business Administration
Wakefield High School
Joseph Maglaque's Merrill Lynch Global Private Client Group Experience February 2007 - February 2009
Job Taxable Muni Trader Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus July 2013 - Present
Stifel Nicolaus March 2012 - June 2013
R. Seelaus & Co., Inc. March 2009 - November 2011
Merrill Lynch, Global Private Client Group February 2007 - February 2009
R. Seelaus & Co., Inc. 2009 - 2009
Gain Capital 2006 - 2007
Skills
Team Oriented, Fixed Income Trading, Fixed Income, Securities, Series 7, Series 63, Bloomberg, Bonds, Trading, Capital Markets, Trading Systems, Bloomberg Terminal, Electronic Trading, Municipal Bonds
Education
Penn State University 2003 — 2005
Bachelor of Science, Economics
Fairfield University 2001 — 2003
Finance
South Plainfield High School 1997 — 2001
Stifel Nicolaus July 2013 - Present
Stifel Nicolaus March 2012 - June 2013
R. Seelaus & Co., Inc. March 2009 - November 2011
Merrill Lynch, Global Private Client Group February 2007 - February 2009
R. Seelaus & Co., Inc. 2009 - 2009
Gain Capital 2006 - 2007
Skills
Team Oriented, Fixed Income Trading, Fixed Income, Securities, Series 7, Series 63, Bloomberg, Bonds, Trading, Capital Markets, Trading Systems, Bloomberg Terminal, Electronic Trading, Municipal Bonds
Education
Penn State University 2003 — 2005
Bachelor of Science, Economics
Fairfield University 2001 — 2003
Finance
South Plainfield High School 1997 — 2001
Geoff Leffel's Merrill Lynch Global Private Client Group Experience 1978 - Present
Job VicePresident at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 1978 - Present
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP 1978 - Present
Skills
Asset Allocation, Customer Service, Equities, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Series 63
Education
Indiana State University 1973 — 1977
Merrill Lynch February 1978 - Present
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP 1978 - Present
Skills
Asset Allocation, Customer Service, Equities, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Series 63
Education
Indiana State University 1973 — 1977
Jeffery Mitchell, RPLU, AU, INS's Merrill Lynch Global Private Client Group Experience May 2005 - July 2005
Job Commercial Agent/Producer at Insurance Office of America
Industry Insurance
Experience
Insurance Office of America December 2012 - Present
Lexington Insurance, an AIG Company July 2009 - November 2012
The Hanover Insurance Group January 2007 - July 2009
Johnson & Johnson, Inc., Managers, CMGA June 2006 - August 2006
Merrill Lynch Global Private Client Group May 2005 - July 2005
Skills
Insurance, Underwriting, Property & Casualty..., Professional Liability, Casualty, General Insurance, Workers Compensation, Brokers, Excess, Umbrella Insurance, Financial Risk, Leadership, Liability Analysis, Marketing, Sales
Education
The University of Georgia 2002 — 2006
Finance and Risk Management and Insurance, Finance/Insurance
University of Georgia - Terry College of Business 2002 — 2006
BA, Risk Management and Insurance, and Banking and Finance
Insurance Office of America December 2012 - Present
Lexington Insurance, an AIG Company July 2009 - November 2012
The Hanover Insurance Group January 2007 - July 2009
Johnson & Johnson, Inc., Managers, CMGA June 2006 - August 2006
Merrill Lynch Global Private Client Group May 2005 - July 2005
Skills
Insurance, Underwriting, Property & Casualty..., Professional Liability, Casualty, General Insurance, Workers Compensation, Brokers, Excess, Umbrella Insurance, Financial Risk, Leadership, Liability Analysis, Marketing, Sales
Education
The University of Georgia 2002 — 2006
Finance and Risk Management and Insurance, Finance/Insurance
University of Georgia - Terry College of Business 2002 — 2006
BA, Risk Management and Insurance, and Banking and Finance
Theresa Reller's Merrill Lynch Global Private Client Group Experience May 2004 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch May 2004 - July 2008
Merrill Lynch Global Private Client Group May 2004 - July 2008
H&M International Transport Inc May 2002 - June 2003
Roadhouse Grill, Inc September 1999 - April 2002
Education
Palm Beach Community College
Associate, Science
Palm Beach Community College
Science
Merrill Lynch May 2004 - July 2008
Merrill Lynch Global Private Client Group May 2004 - July 2008
H&M International Transport Inc May 2002 - June 2003
Roadhouse Grill, Inc September 1999 - April 2002
Education
Palm Beach Community College
Associate, Science
Palm Beach Community College
Science
Sean Welsh's Merrill Lynch Global Private Client Group Experience May 2009 - August 2009
Job Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC January 2014 - Present
BNY Mellon August 2012 - December 2013
Stratex Oil & Gas, Inc December 2010 - August 2012
Auriga USA March 2012 - June 2012
Lynden Capital, LLC December 2010 - March 2012
Mutual of America June 2010 - July 2010
Merrill Lynch Global Private Client Group May 2009 - August 2009
Skills
Auditing, Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, PowerPoint, Microsoft Excel
Education
Fordham University 2007 — 2011
B.S, Business Administration; Finance
Chaminade High School 2003 — 2007
Compass Analytics, LLC January 2014 - Present
BNY Mellon August 2012 - December 2013
Stratex Oil & Gas, Inc December 2010 - August 2012
Auriga USA March 2012 - June 2012
Lynden Capital, LLC December 2010 - March 2012
Mutual of America June 2010 - July 2010
Merrill Lynch Global Private Client Group May 2009 - August 2009
Skills
Auditing, Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, PowerPoint, Microsoft Excel
Education
Fordham University 2007 — 2011
B.S, Business Administration; Finance
Chaminade High School 2003 — 2007
Sebastian Tornatore's Merrill Lynch Global Private Client Group Experience June 2006 - August 2006
Job Associate at Levi & Korsinsky, LLP
Industry Law Practice
Experience
Levi & Korsinsky, LLP July 2013 - Present
State of Connecticut Judicial Branch January 2013 - June 2013
Connecticut Law Review May 2011 - May 2012
Sweeney & Griffen January 2011 - August 2011
The University of Connecticut School of Law/ Robinson & Cole LLP Summer Law Institute May 2010 - July 2010
UBS Investment Bank July 2008 - June 2009
Synapse Group Inc. a Time Inc. Company June 2007 - August 2007
Merrill Lynch Global Private Client Group June 2006 - August 2006
Skills
Legal Research, Legal Writing, Litigation, Government, Westlaw
Education
The University of Connecticut School of Law 2009 — 2012
Juris Doctor
Boston College 2004 — 2008
Bachelor of Arts, Political Science, History
Levi & Korsinsky, LLP July 2013 - Present
State of Connecticut Judicial Branch January 2013 - June 2013
Connecticut Law Review May 2011 - May 2012
Sweeney & Griffen January 2011 - August 2011
The University of Connecticut School of Law/ Robinson & Cole LLP Summer Law Institute May 2010 - July 2010
UBS Investment Bank July 2008 - June 2009
Synapse Group Inc. a Time Inc. Company June 2007 - August 2007
Merrill Lynch Global Private Client Group June 2006 - August 2006
Skills
Legal Research, Legal Writing, Litigation, Government, Westlaw
Education
The University of Connecticut School of Law 2009 — 2012
Juris Doctor
Boston College 2004 — 2008
Bachelor of Arts, Political Science, History
John Lanaro's Merrill Lynch Global Private Client Group Experience June 2005 - September 2005
Job Vice President at Markit
Industry Information Technology and Services
Experience
Markit Group Limited July 2007 - Present
Northwestern Mutual Financial Network June 2006 - September 2006
Merrill Lynch, Global Private Client Group June 2005 - September 2005
Skills
Market Data, Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Reference Data, Electronic Trading, Business Analysis, Equities, Investment Banking, Vendor Management, Agile Methodologies, Financial Markets, Product Management, Sybase, SQL
Education
State University of New York at Albany 2005 — 2007
Bachelor's degree, Economics, Major GPA 3.18
Fordham Prep 1999 — 2003
Regents
Markit Group Limited July 2007 - Present
Northwestern Mutual Financial Network June 2006 - September 2006
Merrill Lynch, Global Private Client Group June 2005 - September 2005
Skills
Market Data, Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Reference Data, Electronic Trading, Business Analysis, Equities, Investment Banking, Vendor Management, Agile Methodologies, Financial Markets, Product Management, Sybase, SQL
Education
State University of New York at Albany 2005 — 2007
Bachelor's degree, Economics, Major GPA 3.18
Fordham Prep 1999 — 2003
Regents