Merrill Lynch Inc.
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Customer service: 1 (800) 637-7455 Technical support: 1 (888) 656-6546 Headquarters: New York City, NY Parent organization: Bank of America
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Merrill Lynch Inc. Employees
Employee
Years
Job
Industry
Leonid Taran Leonid Taran's Merrill Lynch Inc. Experience October 1996 - November 1999
Job Manager, Marketing Operations at Sirius XM Radio Inc.
Industry Entertainment
Experience
Sirius XM Radio Inc. June 2013 - Present
American Express July 2000 - June 2013
Insurance Services Office, Inc July 1999 - June 2000
Merrill Lynch, Inc October 1996 - November 1999
Skills
Excellence at managing..., Campaign design and..., Strategic planning and..., Mainframe programmer..., Database Marketing, Data Segmentation, Data Analysis, Cross-functional Team..., CRM, Databases
Education
State University
BS, Computer Science and Engineering
American Training Center
Globe Institute of Technology
Sirius XM Radio Inc. June 2013 - Present
American Express July 2000 - June 2013
Insurance Services Office, Inc July 1999 - June 2000
Merrill Lynch, Inc October 1996 - November 1999
Skills
Excellence at managing..., Campaign design and..., Strategic planning and..., Mainframe programmer..., Database Marketing, Data Segmentation, Data Analysis, Cross-functional Team..., CRM, Databases
Education
State University
BS, Computer Science and Engineering
American Training Center
Globe Institute of Technology
Alec Macmillan Alec Macmillan's Merrill Lynch Inc. Experience 1975 - 1978
Job Managing Director at Detwiler Fenton Investment Management
Industry Investment Management
Experience
Detwiler Fenton Investment Management June 2014 - Present
Ledyard Financial Services 2010 - June 2014
MOODY, LYNN & COMPANY 2008 - 2010
WELCH & FORBES (an Affiliated Managers Group company) 2005 - 2008
COLUMBIA MANAGEMENT (division of Bank of America) 1989 - 2005
GARDNER & PRESTON, MOSS 1982 - 1989
GENERAL MILLS, INC 1980 - 1981
MERRILL LYNCH, INC. 1975 - 1978
Skills
Portfolio Management, Strategic Planning, Asset Management, Asset Managment, Equities, Asset Allocation, Investments, Investment Strategies, Mutual Funds, Risk Management, Financial Analysis, Business Development, Wealth Management, Investment Management, Banking, Investment Banking, Finance, Leadership, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Harvard University
B.A.
Detwiler Fenton Investment Management June 2014 - Present
Ledyard Financial Services 2010 - June 2014
MOODY, LYNN & COMPANY 2008 - 2010
WELCH & FORBES (an Affiliated Managers Group company) 2005 - 2008
COLUMBIA MANAGEMENT (division of Bank of America) 1989 - 2005
GARDNER & PRESTON, MOSS 1982 - 1989
GENERAL MILLS, INC 1980 - 1981
MERRILL LYNCH, INC. 1975 - 1978
Skills
Portfolio Management, Strategic Planning, Asset Management, Asset Managment, Equities, Asset Allocation, Investments, Investment Strategies, Mutual Funds, Risk Management, Financial Analysis, Business Development, Wealth Management, Investment Management, Banking, Investment Banking, Finance, Leadership, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Harvard University
B.A.
Sue Wiedorn Sue Wiedorn's Merrill Lynch Inc. Experience December 2006 - December 2009
Job Senior Media Designer at Nucleus Central
Industry Graphic Design
Experience
Nucleus Central February 2015 - Present
Freelance Work 2013 - Present
Snap One, Inc. February 2013 - December 2014
Ascena Retail Group October 2010 - February 2013
Merrill Lynch, Inc. December 2006 - December 2009
VirtualEdge Corporation January 2005 - March 2006
MediMedia July 2001 - February 2004
CP Partners February 1999 - January 2000
TBWA\Worldwide March 1990 - February 1993
Grey Advertising NYC January 1987 - March 1990
Skills
Web Design, User Interface Design, User Experience, Corporate Identity, Direct Mail, Brochures, Campaign Strategies, Photo Restoration, InDesign, Email Marketing, Photoshop, Marketing Communications, Adobe Creative Suite, Adobe Acrobat, Graphic Design, Social Media, Marketing, Marketing Strategy, Illustrator, Advertising, E-commerce, Dreamweaver
Education
Mercer County Community College 2008 — 2010
Web Designer Certification, Web Developer Certification, Web Design, Web Development
Syracuse University 1984 — 1985
Bachelor of Science (B.S.), Advertising
Harvard University 1984 — 1984
Advanced Coursework, Philosophy, Architecture, English Literature
Pine Manor College 1981 — 1983
Double Degree, Associate of Arts, Business Management and Visual Art, Honors
Nucleus Central February 2015 - Present
Freelance Work 2013 - Present
Snap One, Inc. February 2013 - December 2014
Ascena Retail Group October 2010 - February 2013
Merrill Lynch, Inc. December 2006 - December 2009
VirtualEdge Corporation January 2005 - March 2006
MediMedia July 2001 - February 2004
CP Partners February 1999 - January 2000
TBWA\Worldwide March 1990 - February 1993
Grey Advertising NYC January 1987 - March 1990
Skills
Web Design, User Interface Design, User Experience, Corporate Identity, Direct Mail, Brochures, Campaign Strategies, Photo Restoration, InDesign, Email Marketing, Photoshop, Marketing Communications, Adobe Creative Suite, Adobe Acrobat, Graphic Design, Social Media, Marketing, Marketing Strategy, Illustrator, Advertising, E-commerce, Dreamweaver
Education
Mercer County Community College 2008 — 2010
Web Designer Certification, Web Developer Certification, Web Design, Web Development
Syracuse University 1984 — 1985
Bachelor of Science (B.S.), Advertising
Harvard University 1984 — 1984
Advanced Coursework, Philosophy, Architecture, English Literature
Pine Manor College 1981 — 1983
Double Degree, Associate of Arts, Business Management and Visual Art, Honors
Delano Jardine Delano Jardine's Merrill Lynch Inc. Experience February 2002 - March 2009
Job CASACT
Industry Health, Wellness and Fitness
Experience
Merrill Lynch, Inc. February 2002 - March 2009
Skills
Risk Management, Asset Protection, Risk Assessment, Security, Security Management, Physical Security, Private Investigations, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Supervisory Skills, Corporate Security, Investigation
Education
John Jay College of Criminal Justice 1998 — 2002
Masters of Science, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Queen's College 1990 — 1993
Bachelor of Arts (BA), Sociology
Merrill Lynch, Inc. February 2002 - March 2009
Skills
Risk Management, Asset Protection, Risk Assessment, Security, Security Management, Physical Security, Private Investigations, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Supervisory Skills, Corporate Security, Investigation
Education
John Jay College of Criminal Justice 1998 — 2002
Masters of Science, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Queen's College 1990 — 1993
Bachelor of Arts (BA), Sociology
Robert Tang Robert Tang's Merrill Lynch Inc. Experience April 1998 - June 2009
Job Independent Financial Industry Professional
Industry Investment Management
Experience
Zero Chaos July 2009 - October 2012
Merrill Lynch Inc. April 1998 - June 2009
R Tang Associates December 1991 - April 1998
Woolcott Research October 1989 - December 1991
Scotia McLeod Inc. October 1978 - September 1989
Skills
All-Star Analyst Team,..., Financial Analysis, Euromoney Magazine..., Equities, Valuation, Investments, Economics, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Financial Modeling, Marketing, Entrepreneurship, Finance, Portfolio Management, Strategy
Education
The University of Chicago
BA (Special Honors), Economics and Geography
The University of Chicago - Booth School of Business
Booth School of Business
Université de Grenoble
Diplôme, French Language and Literature
Zero Chaos July 2009 - October 2012
Merrill Lynch Inc. April 1998 - June 2009
R Tang Associates December 1991 - April 1998
Woolcott Research October 1989 - December 1991
Scotia McLeod Inc. October 1978 - September 1989
Skills
All-Star Analyst Team,..., Financial Analysis, Euromoney Magazine..., Equities, Valuation, Investments, Economics, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Financial Modeling, Marketing, Entrepreneurship, Finance, Portfolio Management, Strategy
Education
The University of Chicago
BA (Special Honors), Economics and Geography
The University of Chicago - Booth School of Business
Booth School of Business
Université de Grenoble
Diplôme, French Language and Literature
Shanta January Shanta January's Merrill Lynch Inc. Experience September 2002 - November 2003
Job SR. OPERATIONAL RISK ANALYST at Santander Consumer USA Inc.
Industry Accounting
Experience
Santander Consumer USA Inc. March 2015 - Present
American Express ( Experis Consulting) August 2014 - December 2014
CONSOLIDATED EDISON OF NY August 2013 - May 2014
BAYERISCHE LANDES BANK, September 2006 - August 2013
JPMorgan Chase April 2004 - September 2006
MERRILL LYNCH, INC September 2002 - November 2003
Skills
General Ledger, Accounts Payable, Account Reconciliation, Accounting, Financial Accounting, Accounts Receivable, QuickBooks, Financial Reporting, Fund Accounting, Securities, Operational Risk, Global Custody, Compensations, Operational Risk..., Settlement, Mutual Funds, Dividends, P&L Responsibilities, Fixed Income, Account Management, Client Liaison, Investor Relations, Investor Relations..., Investigation, Process Control, Risk Assessment
Education
State University of New York Empire State College 2007 — 2010
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT
Santander Consumer USA Inc. March 2015 - Present
American Express ( Experis Consulting) August 2014 - December 2014
CONSOLIDATED EDISON OF NY August 2013 - May 2014
BAYERISCHE LANDES BANK, September 2006 - August 2013
JPMorgan Chase April 2004 - September 2006
MERRILL LYNCH, INC September 2002 - November 2003
Skills
General Ledger, Accounts Payable, Account Reconciliation, Accounting, Financial Accounting, Accounts Receivable, QuickBooks, Financial Reporting, Fund Accounting, Securities, Operational Risk, Global Custody, Compensations, Operational Risk..., Settlement, Mutual Funds, Dividends, P&L Responsibilities, Fixed Income, Account Management, Client Liaison, Investor Relations, Investor Relations..., Investigation, Process Control, Risk Assessment
Education
State University of New York Empire State College 2007 — 2010
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT
Chad Baggott Chad Baggott's Merrill Lynch Inc. Experience June 2007 - March 2008
Job Gaming/Finance at SugarHouse Casino
Industry Gambling & Casinos
Experience
SugarHouse Casino June 2013 - Present
Wells Fargo Inc August 2010 - April 2011
Wachovia, A Wells Fargo Company 2010 - 2011
Morgan Stanley August 2008 - August 2010
Pinnacle Energy October 2009 - July 2010
Morgan Stanley, Inc March 2008 - September 2008
Merrill Lynch November 2006 - May 2008
Merrill Lynch, Inc June 2007 - March 2008
New York Stock Exchange June 2005 - October 2006
New York Stock Exchange - Floor Clerk – S.M.F., Inc, Midwood Securities August 2005 - June 2006
Skills
Financial Analysis, Portfolio Management, Training, Equities, Consumer Lending, Business Planning, Financial Services, Sales Operations, Investment Banking, New Business Development, Financial Advisory, Trading, 401k, Finance, Mortgage Lending, Management, Recruiting, CRM, Customer Service, ETFs, Sales, Loans, Securities, Customer Retention
Education
Saint Joseph's University 2001 — 2005
Bachelor of Arts (BA), Finance and Financial Management Services
St. Joseph’s University 2001 — 2005
Bachelors of Finance, Finance
St. Joseph’s University Co 2001 — 2005
BS, Finance
SugarHouse Casino June 2013 - Present
Wells Fargo Inc August 2010 - April 2011
Wachovia, A Wells Fargo Company 2010 - 2011
Morgan Stanley August 2008 - August 2010
Pinnacle Energy October 2009 - July 2010
Morgan Stanley, Inc March 2008 - September 2008
Merrill Lynch November 2006 - May 2008
Merrill Lynch, Inc June 2007 - March 2008
New York Stock Exchange June 2005 - October 2006
New York Stock Exchange - Floor Clerk – S.M.F., Inc, Midwood Securities August 2005 - June 2006
Skills
Financial Analysis, Portfolio Management, Training, Equities, Consumer Lending, Business Planning, Financial Services, Sales Operations, Investment Banking, New Business Development, Financial Advisory, Trading, 401k, Finance, Mortgage Lending, Management, Recruiting, CRM, Customer Service, ETFs, Sales, Loans, Securities, Customer Retention
Education
Saint Joseph's University 2001 — 2005
Bachelor of Arts (BA), Finance and Financial Management Services
St. Joseph’s University 2001 — 2005
Bachelors of Finance, Finance
St. Joseph’s University Co 2001 — 2005
BS, Finance
Diane Ferrera's Merrill Lynch Inc. Experience March 1988 - December 1988
Job Accountant/Bookkeeper (Consultant) at Kimberlite Group, LLC
Industry Financial Services
Experience
Real Estate January 2011 - November 2014
Millennium consultants Inc. (Consultant) February 2014 - June 2014
Fidelity Investments May 2010 - November 2010
ABN- AMRO November 2005 - November 2009
Pershing, a BNY Mellon company March 2005 - October 2005
Herzog, Heine Geduld inc. January 1989 - February 2003
Merrill Lynch, Inc March 1988 - December 1988
Skills
Financial Accounting, Financial Reporting, Financial Audits, Regulatory Analysis, Regulatory Capital, Regulatory Filings, Investment Brokerage, Month End Close, Account Reconciliation, Bank Reconciliation, P&L Analysis, Balance Sheet Review, Financial Statements, Tax, General Ledger, Cash Management, Bookkeeping, Analysis, Journal Entries, Sarbanes-Oxley Act, Variance Analysis, Accounting, Financial Analysis
Education
Saint John's University
BS, Accounting
Real Estate January 2011 - November 2014
Millennium consultants Inc. (Consultant) February 2014 - June 2014
Fidelity Investments May 2010 - November 2010
ABN- AMRO November 2005 - November 2009
Pershing, a BNY Mellon company March 2005 - October 2005
Herzog, Heine Geduld inc. January 1989 - February 2003
Merrill Lynch, Inc March 1988 - December 1988
Skills
Financial Accounting, Financial Reporting, Financial Audits, Regulatory Analysis, Regulatory Capital, Regulatory Filings, Investment Brokerage, Month End Close, Account Reconciliation, Bank Reconciliation, P&L Analysis, Balance Sheet Review, Financial Statements, Tax, General Ledger, Cash Management, Bookkeeping, Analysis, Journal Entries, Sarbanes-Oxley Act, Variance Analysis, Accounting, Financial Analysis
Education
Saint John's University
BS, Accounting
Daniel Friedlender Daniel Friedlender's Merrill Lynch Inc. Experience January 1978 - January 1985
Job CIO at Adriness Partners L
Industry Financial Services
Experience
Adriness Partners L.P January 2009 - Present
Millenium Partners August 2007 - September 2008
Drake Management January 2006 - August 2007
CIBC World Markets January 1997 - October 2005
DF Advisors, INC January 1989 - January 1996
Citibank, NA January 1985 - January 1988
Merrill Lynch, INC January 1978 - January 1985
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
Graduate School of Business AdministrationMaster; BS, Business Administration; Finance; Business Management
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 1973 — 1977
bs
Adriness Partners L.P January 2009 - Present
Millenium Partners August 2007 - September 2008
Drake Management January 2006 - August 2007
CIBC World Markets January 1997 - October 2005
DF Advisors, INC January 1989 - January 1996
Citibank, NA January 1985 - January 1988
Merrill Lynch, INC January 1978 - January 1985
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
Graduate School of Business AdministrationMaster; BS, Business Administration; Finance; Business Management
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 1973 — 1977
bs
Jennifer Beaudoin's Merrill Lynch Inc. Experience September 2007 - February 2009
Job Litigation Paralegal
Industry Law Practice
Experience
Law Office of James D. Schull August 2012 - October 2013
Santander Consumer USA Inc. March 2012 - April 2012
Anthony Green Attorney-at-Law May 2011 - January 2012
Baron and Budd, P.C January 2011 - April 2011
Robert Half Legal, Inc July 2010 - November 2010
Saint Legal December 2009 - January 2010
Merrill Lynch Inc September 2007 - February 2009
Smith Barney/Citigroup Global Market s May 2006 - July 2007
UBS Financial Services September 1998 - March 2006
Skills
Litigation, Civil Litigation, Pleadings, Legal Research, Family Law, Research, Notary Public, Personal Injury, Legal Assistance, Westlaw, Outlook, Document Review, Legal Writing, Legal Documents, Microsoft Excel, Estate Planning, Securities, Insurance, Trials, Adoption Law, Appellate Practice, Criminal Law, Medical Malpractice, Motions, Written Correspondence, Manage Client..., Public Speaking, Lexis, Divorce Law
Education
Southern Methodist University 2012 — 2012
Paralegal Certificate, Law
Kaplan University 2009 — 2010
Bachelor of Science, Paralegal Studies
Texas Christian University (TCU) 1992 — 1994
Associates Degree, Radio/TV/Film, Journalism/Advertising; Communication; Radio/TV/Film
LD Bell H.S. 1988 — 1991
Law Office of James D. Schull August 2012 - October 2013
Santander Consumer USA Inc. March 2012 - April 2012
Anthony Green Attorney-at-Law May 2011 - January 2012
Baron and Budd, P.C January 2011 - April 2011
Robert Half Legal, Inc July 2010 - November 2010
Saint Legal December 2009 - January 2010
Merrill Lynch Inc September 2007 - February 2009
Smith Barney/Citigroup Global Market s May 2006 - July 2007
UBS Financial Services September 1998 - March 2006
Skills
Litigation, Civil Litigation, Pleadings, Legal Research, Family Law, Research, Notary Public, Personal Injury, Legal Assistance, Westlaw, Outlook, Document Review, Legal Writing, Legal Documents, Microsoft Excel, Estate Planning, Securities, Insurance, Trials, Adoption Law, Appellate Practice, Criminal Law, Medical Malpractice, Motions, Written Correspondence, Manage Client..., Public Speaking, Lexis, Divorce Law
Education
Southern Methodist University 2012 — 2012
Paralegal Certificate, Law
Kaplan University 2009 — 2010
Bachelor of Science, Paralegal Studies
Texas Christian University (TCU) 1992 — 1994
Associates Degree, Radio/TV/Film, Journalism/Advertising; Communication; Radio/TV/Film
LD Bell H.S. 1988 — 1991
VENUS TILLEY VENUS TILLEY's Merrill Lynch Inc. Experience June 2006 - September 2008
Job Real Estate Agent at Katz Realty
Industry Financial Services
Experience
Birkat Realty August 2015 - Present
5LINX Enterprises Inc. December 2009 - Present
Katz Realty July 2015 - July 2015
Vasquez & Associates Real Estate Inc January 2015 - June 2015
Morgan Stanley August 2012 - May 2015
Rapid Realty January 2013 - September 2014
BNY Mellon Inc September 2008 - June 2010
Merrill Lynch Inc June 2006 - September 2008
American International Group Inc June 2002 - June 2006
UBS PaineWebber Inc October 2000 - April 2002
Skills
Entrepreneurship, Social Media, Social Media Marketing, Online Advertising, Administrative..., Spreadsheets, Data Entry, Outlook, PeopleSoft, Telecommunications, Expenses, Lotus Notes, Office Management, Fax, Customer Service, Human Resources, PowerPoint, Microsoft Excel, Invoicing, Microsoft Office, Access, Marketing, Nonprofits, Social Networking, Training, Administrative..., Public Speaking, Sales
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Associate's degree, Psychology
Birkat Realty August 2015 - Present
5LINX Enterprises Inc. December 2009 - Present
Katz Realty July 2015 - July 2015
Vasquez & Associates Real Estate Inc January 2015 - June 2015
Morgan Stanley August 2012 - May 2015
Rapid Realty January 2013 - September 2014
BNY Mellon Inc September 2008 - June 2010
Merrill Lynch Inc June 2006 - September 2008
American International Group Inc June 2002 - June 2006
UBS PaineWebber Inc October 2000 - April 2002
Skills
Entrepreneurship, Social Media, Social Media Marketing, Online Advertising, Administrative..., Spreadsheets, Data Entry, Outlook, PeopleSoft, Telecommunications, Expenses, Lotus Notes, Office Management, Fax, Customer Service, Human Resources, PowerPoint, Microsoft Excel, Invoicing, Microsoft Office, Access, Marketing, Nonprofits, Social Networking, Training, Administrative..., Public Speaking, Sales
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Associate's degree, Psychology
Ronnie Utsman Ronnie Utsman's Merrill Lynch Inc. Experience May 2005 - August 2008
Job Sales Professional at Rick Hill imports
Industry Financial Services
Experience
Rick Hill imports October 2009 - Present
Ameriprise Financial Services, Inc. August 2008 - October 2009
Merrill Lynch, Inc May 2005 - August 2008
Lady & Son Equip. Co., Inc May 2001 - December 2004
Wallace Nissan, Mitsubishi, Olds February 1988 - April 2001
Skills
Management, Sales, Marketing, Committed to Customer..., Purchasing Negotiation, Arbitration, Listening to customers, Responsiveness, Highly responsible, Committed to..., Integrity, Professional Ethics
Education
College for Financial Planning 2006 — 2006
CRPC, Retirement Planning
East Tennessee State University 1970 — 1974
BS, Industrial Mgmt
Rick Hill imports October 2009 - Present
Ameriprise Financial Services, Inc. August 2008 - October 2009
Merrill Lynch, Inc May 2005 - August 2008
Lady & Son Equip. Co., Inc May 2001 - December 2004
Wallace Nissan, Mitsubishi, Olds February 1988 - April 2001
Skills
Management, Sales, Marketing, Committed to Customer..., Purchasing Negotiation, Arbitration, Listening to customers, Responsiveness, Highly responsible, Committed to..., Integrity, Professional Ethics
Education
College for Financial Planning 2006 — 2006
CRPC, Retirement Planning
East Tennessee State University 1970 — 1974
BS, Industrial Mgmt
Justin Kenyon Justin Kenyon's Merrill Lynch Inc. Experience August 1999 - December 2000
Job Community and Urban Development Officer at NJEDA
Industry Financial Services
Experience
New Jersey Economic Development Authority (NJEDA) November 2014 - Present
New Jersey Economic Development Authority May 2007 - November 2014
Fulton Bank December 2004 - May 2007
Fulton Bank May 2003 - December 2004
Credit Suisse First Boston August 2002 - January 2003
UBSPaineWebber, Inc December 2000 - August 2002
Merrill Lynch, Inc August 1999 - December 2000
Skills
Commercial Lending, Loans, Finance, Credit, Banking, Risk Management, Credit Analysis, Real Estate, Management, New Business Development, Underwriting, Sales, Commercial Real Estate, Financial Risk, Small Business Lending, Commercial Banking, Nonprofits, Real Estate Economics, Credit Risk, Funding, Public Speaking, Real Estate Development, Economic Development, Policy, Loan Origination, Lines Of Credit, Commercial Mortgages, Portfolio Management, Financial Analysis, Mortgage Lending, Small Business
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BA
New Jersey Economic Development Authority (NJEDA) November 2014 - Present
New Jersey Economic Development Authority May 2007 - November 2014
Fulton Bank December 2004 - May 2007
Fulton Bank May 2003 - December 2004
Credit Suisse First Boston August 2002 - January 2003
UBSPaineWebber, Inc December 2000 - August 2002
Merrill Lynch, Inc August 1999 - December 2000
Skills
Commercial Lending, Loans, Finance, Credit, Banking, Risk Management, Credit Analysis, Real Estate, Management, New Business Development, Underwriting, Sales, Commercial Real Estate, Financial Risk, Small Business Lending, Commercial Banking, Nonprofits, Real Estate Economics, Credit Risk, Funding, Public Speaking, Real Estate Development, Economic Development, Policy, Loan Origination, Lines Of Credit, Commercial Mortgages, Portfolio Management, Financial Analysis, Mortgage Lending, Small Business
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BA
Cathy Enthof Cathy Enthof's Merrill Lynch Inc. Experience August 1978 - September 1981
Job Innovative Artist
Industry Fine Art
Experience
Illinois Roof Consulting Associates, Inc. February 2011 - September 2011
ManDini Construction, Inc March 2010 - February 2011
Friends of MCC Foundation August 2010 - October 2010
Friends of MCC Foundation August 2010 - October 2010
Colonial Drywall, Inc January 1993 - January 2009
Colonial Drywall, Inc. April 1993 - December 2008
Merrill Lynch, Inc. August 1978 - September 1981
Merrill Lynch, Inc August 1978 - September 1981
Merrill Lynch 1978 - 1981
Skills
Oil Painting, Fine Art, Art, Microsoft Word, Painting, Outlook, Microsoft Office, Customer Service, Microsoft Excel, Drawing, Photography, Illustration, Digital Photography, Photoshop, Contemporary Art, PowerPoint, Mac, Strategic Planning, Event Management
Education
Southern Illinois University, Carbondale
MS.ED, Higher Education
University of Iowa
Bachelor of Fine Arts, painting, metalsmithing, pottery
Illinois Roof Consulting Associates, Inc. February 2011 - September 2011
ManDini Construction, Inc March 2010 - February 2011
Friends of MCC Foundation August 2010 - October 2010
Friends of MCC Foundation August 2010 - October 2010
Colonial Drywall, Inc January 1993 - January 2009
Colonial Drywall, Inc. April 1993 - December 2008
Merrill Lynch, Inc. August 1978 - September 1981
Merrill Lynch, Inc August 1978 - September 1981
Merrill Lynch 1978 - 1981
Skills
Oil Painting, Fine Art, Art, Microsoft Word, Painting, Outlook, Microsoft Office, Customer Service, Microsoft Excel, Drawing, Photography, Illustration, Digital Photography, Photoshop, Contemporary Art, PowerPoint, Mac, Strategic Planning, Event Management
Education
Southern Illinois University, Carbondale
MS.ED, Higher Education
University of Iowa
Bachelor of Fine Arts, painting, metalsmithing, pottery
Andrea Swykowski, PMP's Merrill Lynch Inc. Experience 1997 - 1998
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi April 2011 - Present
Broadridge April 2009 - April 2011
Morgan Stanley January 2005 - November 2008
UBS Wealth Management October 2002 - December 2004
Deutsche Bank 2000 - 2002
Merrill Lynch, Inc. 1997 - 1998
Deustche Bank 1996 - 1997
Merrill Lynch 1987 - 1996
Skills
Business Process..., Project Management, PMP, Six Sigma, CRM, Strategic Planning, Strategy, Management, Business Intelligence, IT Strategy, PMO, Financial Services, Business Analysis, Fixed Income, Risk Management, Vendor Management
Education
Villanova University 2009 — 2011
Cedar Crest College 1983 — 1987
BS
Citi April 2011 - Present
Broadridge April 2009 - April 2011
Morgan Stanley January 2005 - November 2008
UBS Wealth Management October 2002 - December 2004
Deutsche Bank 2000 - 2002
Merrill Lynch, Inc. 1997 - 1998
Deustche Bank 1996 - 1997
Merrill Lynch 1987 - 1996
Skills
Business Process..., Project Management, PMP, Six Sigma, CRM, Strategic Planning, Strategy, Management, Business Intelligence, IT Strategy, PMO, Financial Services, Business Analysis, Fixed Income, Risk Management, Vendor Management
Education
Villanova University 2009 — 2011
Cedar Crest College 1983 — 1987
BS
Tara Meadors Wilson Tara Meadors Wilson's Merrill Lynch Inc. Experience December 1997 - January 2007
Job CEO, Tara Wilson Agency
Industry Marketing and Advertising
Experience
Tara Wilson Agency February 2007 - Present
Merrill Lynch, Inc. December 1997 - January 2007
Skills
Public Speaking, Television, Event Management, Small Business, Social Media Marketing, Marketing, Social Media, Team Building, Trade Shows, Corporate Events, Weddings, Marketing Communications, Entrepreneurship, Newsletters, Marketing Strategy, Sales, Brand Development
Education
Auburn University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
Tara Wilson Agency February 2007 - Present
Merrill Lynch, Inc. December 1997 - January 2007
Skills
Public Speaking, Television, Event Management, Small Business, Social Media Marketing, Marketing, Social Media, Team Building, Trade Shows, Corporate Events, Weddings, Marketing Communications, Entrepreneurship, Newsletters, Marketing Strategy, Sales, Brand Development
Education
Auburn University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
Meryl Gomez's Merrill Lynch Inc. Experience September 1991 - September 1994
Job Accounts Payable Manager at East Brunswick Public Schools
Industry Education Management
Experience
East Brunswick Public Schools January 2005 - Present
East Brunswick Public Schools February 2004 - January 2005
Siemens Shared Services September 2002 - May 2003
Siemens Shared Services April 1999 - September 2002
Worldwide Apparel Resources March 1996 - April 1999
Merrill Lynch, Inc. September 1991 - September 1994
Skills
Microsoft Excel, Accounts Payable, Microsoft Word, Microsoft Office, Accounting, Customer Service, PowerPoint, Outlook, Accounts Receivable, Budgets, Account Reconciliation, Research, General Ledger, Invoicing, Management, Data Entry, Financial Reporting, Leadership, Financial Analysis, Financial Accounting, Process Improvement, Finance, Bookkeeping
Education
State University of New York at Buffalo 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Accounting
East Brunswick Public Schools January 2005 - Present
East Brunswick Public Schools February 2004 - January 2005
Siemens Shared Services September 2002 - May 2003
Siemens Shared Services April 1999 - September 2002
Worldwide Apparel Resources March 1996 - April 1999
Merrill Lynch, Inc. September 1991 - September 1994
Skills
Microsoft Excel, Accounts Payable, Microsoft Word, Microsoft Office, Accounting, Customer Service, PowerPoint, Outlook, Accounts Receivable, Budgets, Account Reconciliation, Research, General Ledger, Invoicing, Management, Data Entry, Financial Reporting, Leadership, Financial Analysis, Financial Accounting, Process Improvement, Finance, Bookkeeping
Education
State University of New York at Buffalo 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Accounting
Jennifer O'Connell's Merrill Lynch Inc. Experience June 2002 - August 2002
Job Buyer at INTIMACY {bra fit stylists}
Industry Retail
Experience
Intimacy October 2012 - Present
INTIMACY {bra fit stylists} December 2008 - Present
Intimacy December 2008 - October 2012
Intimacy December 2008 - May 2010
Stuart Street Playhouse October 2008 - November 2008
OMD January 2008 - September 2008
OMD August 2006 - January 2008
Key Club September 2004 - December 2004
Merrill Lynch Inc June 2002 - August 2002
Skills
Presentation Development, RFP preparation, Research, Communication, Customer Insight, Social Media Marketing, Office Administration, PowerPoint, Mac, PC, Calendar Planning, Travel Planning, Expense Reports, Creative Writing, Brainstorm Facilitation, Social Media, New Media, Facebook, Digital Media, Digital Strategy, Media Planning, Event Planning, RFP, Advertising, Integrated Marketing, Press Releases, Sales, Time Management, Editing, Social Networking
Education
Emerson College 2001 — 2005
BSSp, Marketing Communication
Emerson College 2001 — 2004
BSSp, Marketing Communication
Intimacy October 2012 - Present
INTIMACY {bra fit stylists} December 2008 - Present
Intimacy December 2008 - October 2012
Intimacy December 2008 - May 2010
Stuart Street Playhouse October 2008 - November 2008
OMD January 2008 - September 2008
OMD August 2006 - January 2008
Key Club September 2004 - December 2004
Merrill Lynch Inc June 2002 - August 2002
Skills
Presentation Development, RFP preparation, Research, Communication, Customer Insight, Social Media Marketing, Office Administration, PowerPoint, Mac, PC, Calendar Planning, Travel Planning, Expense Reports, Creative Writing, Brainstorm Facilitation, Social Media, New Media, Facebook, Digital Media, Digital Strategy, Media Planning, Event Planning, RFP, Advertising, Integrated Marketing, Press Releases, Sales, Time Management, Editing, Social Networking
Education
Emerson College 2001 — 2005
BSSp, Marketing Communication
Emerson College 2001 — 2004
BSSp, Marketing Communication
Andrew Wiegand Andrew Wiegand's Merrill Lynch Inc. Experience 2001 - 2003
Job Managing Director at Superior Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Superior Capital Partners LLC 2007 - Present
Questor Management Company 2003 - 2007
Merrill Lynch Inc. 2001 - 2003
Education
Miami University 1997 — 2001
BS, Economics
Superior Capital Partners LLC 2007 - Present
Questor Management Company 2003 - 2007
Merrill Lynch Inc. 2001 - 2003
Education
Miami University 1997 — 2001
BS, Economics
Walt Heskes Walt Heskes's Merrill Lynch Inc. Experience December 2007 - February 2009
Job Tech Writer / SharePoint Admin at New York eHealth Collaborative
Industry Information Technology and Services
Experience
SharePoint Developer at United Health Group/Optum Tech Writer / SharePoint AdminNew York eHealth CollaborativeJuly 2012 - Present
Bank of America Merrill Lynch April 2010 - June 2012
Bank of America Merrll Lynch August 2009 - April 2010
Pershing, LLC April 2009 - August 2009
Merrill Lynch, Inc. December 2007 - February 2009
Bear Stearns May 2006 - October 2007
Merrill Lynch April 2003 - May 2006
Telerate October 2000 - April 2003
InterWorld Corporation, Inc. May 1999 - October 2000
Sailfish Systems, Inc. (Division of Reuters) January 1998 - May 1999
Skills
SharePoint, JavaScript, HTML, Fortran, Basics of Unix, FrameMaker, Dreamweaver
Education
Learning Tree Education Center
Certified SharePoint 2013, Microsoft Office 365 Technologies
Chubb Computer Services
Introduction to the UNIX Operating System
General Electric Co.
Fundamentals of Marketing, Effective Presentation (Award Winner)
Information Mapping Inc., Waltham, MA.
Information Mapping training
Merrill Lynch "University"
Intro to Derivatives, Time Value of Money & Interest Rate Risk, Intro to Fixed Income Products
New York University
Engineering
Polytechnic Institute of New York
B.S. Mechanical Engineering, Engineering
Xerox Learning Systems
Ventura Desktop Publishing training
SharePoint Developer at United Health Group/Optum Tech Writer / SharePoint AdminNew York eHealth CollaborativeJuly 2012 - Present
Bank of America Merrill Lynch April 2010 - June 2012
Bank of America Merrll Lynch August 2009 - April 2010
Pershing, LLC April 2009 - August 2009
Merrill Lynch, Inc. December 2007 - February 2009
Bear Stearns May 2006 - October 2007
Merrill Lynch April 2003 - May 2006
Telerate October 2000 - April 2003
InterWorld Corporation, Inc. May 1999 - October 2000
Sailfish Systems, Inc. (Division of Reuters) January 1998 - May 1999
Skills
SharePoint, JavaScript, HTML, Fortran, Basics of Unix, FrameMaker, Dreamweaver
Education
Learning Tree Education Center
Certified SharePoint 2013, Microsoft Office 365 Technologies
Chubb Computer Services
Introduction to the UNIX Operating System
General Electric Co.
Fundamentals of Marketing, Effective Presentation (Award Winner)
Information Mapping Inc., Waltham, MA.
Information Mapping training
Merrill Lynch "University"
Intro to Derivatives, Time Value of Money & Interest Rate Risk, Intro to Fixed Income Products
New York University
Engineering
Polytechnic Institute of New York
B.S. Mechanical Engineering, Engineering
Xerox Learning Systems
Ventura Desktop Publishing training
Debra Callaway Debra Callaway's Merrill Lynch Inc. Experience January 1998 - January 1999
Job Agent/Registered Representative
Industry Financial Services
Experience
New York Life Insurance Company July 2010 - Present
NYLife Securities July 2010 - Present
Morgan Stanley Smith Barney July 1998 - July 2010
MERRILL LYNCH, INC January 1998 - January 1999
THE PRINCIPAL FINANCAL GROUP January 1995 - January 1998
BANC ONE SECURITIES CORPORATION January 1991 - January 1995
Skills
Long Term Care, Retirement Planning, Estate Planning, Financial Planning, Insurance
Education
UNIVERITY OF ARIZONA 1974 — 1978
Bachelor of Science, Business Administration; Business
University of Arizona 1973 — 1978
BS, Business Administration
New York Life Insurance Company July 2010 - Present
NYLife Securities July 2010 - Present
Morgan Stanley Smith Barney July 1998 - July 2010
MERRILL LYNCH, INC January 1998 - January 1999
THE PRINCIPAL FINANCAL GROUP January 1995 - January 1998
BANC ONE SECURITIES CORPORATION January 1991 - January 1995
Skills
Long Term Care, Retirement Planning, Estate Planning, Financial Planning, Insurance
Education
UNIVERITY OF ARIZONA 1974 — 1978
Bachelor of Science, Business Administration; Business
University of Arizona 1973 — 1978
BS, Business Administration
Paul Murawski Paul Murawski's Merrill Lynch Inc. Experience August 1997 - July 1998
Job Data lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Great-West Life and Annuity Insurance Company September 2010 - February 2014
Enterprise Iron Financial Industry Solutions, Inc. April 2007 - September 2010
TIAA-CREF 2007 - 2008
USI Insurance Services July 1998 - January 2007
Merrill Lynch Inc August 1997 - July 1998
ADP October 1996 - August 1997
Skills
Retirement, 401k, Analysis, Employee Benefits, Pensions, Business Analysis, Defined Benefit, Account Reconciliation, Financial Services, Retirement Planning, Training, Investments, Mutual Funds
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
BA, Management / Accounting
TIAA-CREF February 2014 - Present
Great-West Life and Annuity Insurance Company September 2010 - February 2014
Enterprise Iron Financial Industry Solutions, Inc. April 2007 - September 2010
TIAA-CREF 2007 - 2008
USI Insurance Services July 1998 - January 2007
Merrill Lynch Inc August 1997 - July 1998
ADP October 1996 - August 1997
Skills
Retirement, 401k, Analysis, Employee Benefits, Pensions, Business Analysis, Defined Benefit, Account Reconciliation, Financial Services, Retirement Planning, Training, Investments, Mutual Funds
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
BA, Management / Accounting
Thomas Wojciechowski, CRPC®'s Merrill Lynch Inc. Experience June 2001 - June 2003
Job Senior Regional Sales Associate at AXA Equitable
Industry Financial Services
Experience
AXA Distributors March 2007 - Present
Banc of America Investments August 2004 - March 2007
Wachovia Securities, LLC July 2003 - August 2004
Merrill Lynch, Inc June 2001 - June 2003
Skills
Securities License, Variable Annuities, mutual funds, Life & Health Insurance..., Stock Market, Bonds, Estate Planning, Mutual Funds, Financial Services, Financial Analysis, Insurance, Retirement Planning, Fixed Annuities, Retirement, Asset Management, Financial Advisory, Asset Allocation, IRAs, 401k, Series 7, Securities, Series 63, Alternative Investments, Uniform Combined State..., Series 6, Wealth Management, Life Insurance, Investment Advisory, Finance, Separately Managed..., Investment Strategies, ETFs, Fixed Income, Wealth Management..., Strategic Financial..., Relationship Management, Investments, Equities, Long-term Care, Strategy, Portfolio Management, Series 24, Retirement Plan..., Investment Management, Financial Planners, Credit, Series 65, Qualified Retirement..., FINRA, Sales
Education
Florida State University 1996 — 2001
BS Finance, financial markets, economics
AXA Distributors March 2007 - Present
Banc of America Investments August 2004 - March 2007
Wachovia Securities, LLC July 2003 - August 2004
Merrill Lynch, Inc June 2001 - June 2003
Skills
Securities License, Variable Annuities, mutual funds, Life & Health Insurance..., Stock Market, Bonds, Estate Planning, Mutual Funds, Financial Services, Financial Analysis, Insurance, Retirement Planning, Fixed Annuities, Retirement, Asset Management, Financial Advisory, Asset Allocation, IRAs, 401k, Series 7, Securities, Series 63, Alternative Investments, Uniform Combined State..., Series 6, Wealth Management, Life Insurance, Investment Advisory, Finance, Separately Managed..., Investment Strategies, ETFs, Fixed Income, Wealth Management..., Strategic Financial..., Relationship Management, Investments, Equities, Long-term Care, Strategy, Portfolio Management, Series 24, Retirement Plan..., Investment Management, Financial Planners, Credit, Series 65, Qualified Retirement..., FINRA, Sales
Education
Florida State University 1996 — 2001
BS Finance, financial markets, economics
Dindo del Barrio Dindo del Barrio's Merrill Lynch Inc. Experience January 1997 - January 1999
Job Application Support Engineer II at Fiserv
Industry Financial Services
Experience
Fiserv July 2014 - Present
TransUnion October 2007 - July 2014
Laborfinders International Inc June 2004 - October 2007
Laborfinders International Inc. June 2004 - September 2007
Thomson Financial Inc February 1996 - April 2004
Thomson Financial/Reuters February 1996 - March 2004
Former Supervisor 1996 - 2004
Merrill Lynch Inc January 1997 - January 1999
Skills
Network Administration, Unix Administration, System Administration, Solaris, Linux, Red Hat Linux, DNS
Education
New York University 1998 — 1999
Certificate, Cisco Networking
Bernard Baruch College, New York 1992 — 1996
Bachelor in Business Administration, Computer Information Systems
Bernard Baruch College 1992 — 1995
Bachelor; B.B.A, Business Administration; Computer Information Systems
Kingsborough College 1990 — 1992
Associate in Applied Science (A.A.S, Accounting
Kingsborough Community College 1990 — 1992
Associate in Applied Science, Accounting
Fiserv July 2014 - Present
TransUnion October 2007 - July 2014
Laborfinders International Inc June 2004 - October 2007
Laborfinders International Inc. June 2004 - September 2007
Thomson Financial Inc February 1996 - April 2004
Thomson Financial/Reuters February 1996 - March 2004
Former Supervisor 1996 - 2004
Merrill Lynch Inc January 1997 - January 1999
Skills
Network Administration, Unix Administration, System Administration, Solaris, Linux, Red Hat Linux, DNS
Education
New York University 1998 — 1999
Certificate, Cisco Networking
Bernard Baruch College, New York 1992 — 1996
Bachelor in Business Administration, Computer Information Systems
Bernard Baruch College 1992 — 1995
Bachelor; B.B.A, Business Administration; Computer Information Systems
Kingsborough College 1990 — 1992
Associate in Applied Science (A.A.S, Accounting
Kingsborough Community College 1990 — 1992
Associate in Applied Science, Accounting
Todd Kiehnau Todd Kiehnau's Merrill Lynch Inc. Experience May 1997 - April 1999
Job Energy Consultant, Relationship Manager, Private Banking | Investor Relations, Private Equity
Industry Management Consulting
Experience
Relationship Management Leadership, Greater San Diego Area 2015 - Present
Energy Solutions Network 2015 - Present
Kiehnau & Associates. Inc. September 1999 - Present
Sovereign Capital Management Group, Inc. June 2012 - November 2013
NetWorth Services, Inc. September 2010 - May 2011
SummaLP Applications, Inc. May 1999 - May 2010
RBC Dain Rauscher May 2004 - November 2004
Merrill Lynch, Inc. May 1997 - April 1999
Mortgage Partners Del Norte October 1995 - April 1997
Merrill Lynch September 1979 - May 1995
Skills
Investments, Portfolio Management, Financial Analysis, Finance, Business Development, Securities, Strategic Planning, Due Diligence, Asset Management, Valuation, Customer Service, Mergers & Acquisitions, Software Project..., Risk Management, Analysis, Entrepreneurship, Marketing, Commercial Banking, Software Development, Highly responsible, Commercial Lending, Process Improvement, Long-term Customer..., Superior Work Ethic, Divestitures, Management Consulting, Corporate Actions, Customer Relations, Compliance, Problem Solving, Institutional Marketing, Private Equity, Private Banking, Relationship Management, Business Relationship..., Key Account..., Management, Financial Modeling, Equities, Banking, Executive Management, Fixed Income, Trading, CRM, Credit, Financial Services, Loans, Corporate Finance, Leadership
Education
California State University-Sacramento
BSBA, Finance/Insurance/Real Estate (triple major), graduated with honors
Relationship Management Leadership, Greater San Diego Area 2015 - Present
Energy Solutions Network 2015 - Present
Kiehnau & Associates. Inc. September 1999 - Present
Sovereign Capital Management Group, Inc. June 2012 - November 2013
NetWorth Services, Inc. September 2010 - May 2011
SummaLP Applications, Inc. May 1999 - May 2010
RBC Dain Rauscher May 2004 - November 2004
Merrill Lynch, Inc. May 1997 - April 1999
Mortgage Partners Del Norte October 1995 - April 1997
Merrill Lynch September 1979 - May 1995
Skills
Investments, Portfolio Management, Financial Analysis, Finance, Business Development, Securities, Strategic Planning, Due Diligence, Asset Management, Valuation, Customer Service, Mergers & Acquisitions, Software Project..., Risk Management, Analysis, Entrepreneurship, Marketing, Commercial Banking, Software Development, Highly responsible, Commercial Lending, Process Improvement, Long-term Customer..., Superior Work Ethic, Divestitures, Management Consulting, Corporate Actions, Customer Relations, Compliance, Problem Solving, Institutional Marketing, Private Equity, Private Banking, Relationship Management, Business Relationship..., Key Account..., Management, Financial Modeling, Equities, Banking, Executive Management, Fixed Income, Trading, CRM, Credit, Financial Services, Loans, Corporate Finance, Leadership
Education
California State University-Sacramento
BSBA, Finance/Insurance/Real Estate (triple major), graduated with honors
Saleem S. Khatri's Merrill Lynch Inc. Experience 2001 - 2004
Job CoFounder and CEO at Instavest
Industry Financial Services
Experience
Instavest January 2015 - Present
U.S. Department of the Treasury March 2012 - January 2015
His Black Box, Inc. (Acquired by Menscience Androceuticals) February 2011 - February 2012
Kno, Inc. (Acquired by Intel) February 2010 - May 2011
Goldman Sachs June 2008 - August 2008
Oaktree Capital Management, L.P. April 2005 - July 2007
Merrill Lynch, Inc. 2001 - 2004
Education
Harvard Business School 2007 — 2009
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA
Instavest January 2015 - Present
U.S. Department of the Treasury March 2012 - January 2015
His Black Box, Inc. (Acquired by Menscience Androceuticals) February 2011 - February 2012
Kno, Inc. (Acquired by Intel) February 2010 - May 2011
Goldman Sachs June 2008 - August 2008
Oaktree Capital Management, L.P. April 2005 - July 2007
Merrill Lynch, Inc. 2001 - 2004
Education
Harvard Business School 2007 — 2009
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA
Nina Gayevsky's Merrill Lynch Inc. Experience May 1996 - February 2007
Job Program Development Professional
Industry Program Development
Experience
AIG July 2007 - Present
Merrill Lynch Inc May 1996 - February 2007
Education
Moscow Aviation Institute (National Research University)
AIG July 2007 - Present
Merrill Lynch Inc May 1996 - February 2007
Education
Moscow Aviation Institute (National Research University)
Donna Leysath's Merrill Lynch Inc. Experience December 2003 - December 2007
Job Senior Accountant at DuPont
Industry Accounting
Experience
DuPont April 2014 - September 2014
American Water May 2013 - September 2013
Benecard Inc January 2008 - March 2013
Merrill Lynch Inc December 2003 - December 2007
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, GAAP, General Ledger, Auditing, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Tax, Variance Analysis
Education
Rider University 1985 — 1988
Accounting
DuPont April 2014 - September 2014
American Water May 2013 - September 2013
Benecard Inc January 2008 - March 2013
Merrill Lynch Inc December 2003 - December 2007
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, GAAP, General Ledger, Auditing, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Tax, Variance Analysis
Education
Rider University 1985 — 1988
Accounting
Robert Salberg's Merrill Lynch Inc. Experience 1997 - 1998
Job Results oriented benefits professional with comprehensive experience & knowledge in plan design & administration
Industry Human Resources
Experience
New York University January 2015 - Present
Cambridge Advisory Group January 2013 - October 2013
Young & Rubicam April 2000 - February 2013
PwC 1999 - 2000
MERRILL LYNCH, INC. 1997 - 1998
FIDELITY INVESTMENTS, INC. 1996 - 1997
PEPSICO, INC. 1994 - 1996
Skills
Leadership, Employee Relations, Outsourcing, Deferred Compensation, Human Resources, Budgets, Employee Benefits, Strategy, Benefits Administration, Management, Finance, Performance Management, Talent Management, Talent Acquisition, Payroll, HRIS, Analysis
Education
The George Washington University 1974 — 1978
BBA, Business/Managerial Economics
New York University January 2015 - Present
Cambridge Advisory Group January 2013 - October 2013
Young & Rubicam April 2000 - February 2013
PwC 1999 - 2000
MERRILL LYNCH, INC. 1997 - 1998
FIDELITY INVESTMENTS, INC. 1996 - 1997
PEPSICO, INC. 1994 - 1996
Skills
Leadership, Employee Relations, Outsourcing, Deferred Compensation, Human Resources, Budgets, Employee Benefits, Strategy, Benefits Administration, Management, Finance, Performance Management, Talent Management, Talent Acquisition, Payroll, HRIS, Analysis
Education
The George Washington University 1974 — 1978
BBA, Business/Managerial Economics
Tammy Sellers (formerly Hutto)'s Merrill Lynch Inc. Experience 1983 - 2000
Job Lead Instructional Systems Designer at Aviation Systems Engineering Company
Industry Financial Services
Experience
Aviation Systems Engineering Company July 2011 - Present
Craig Technologies February 2008 - July 2011
LSI as Sub-Contract 2008 - 2011
Merrill Lynch, Inc. 1983 - 2000
Merrill Lynch Credit Corporation 1997 - 1998
Skills
Captivate, Instructional Design, Instructor-led Training, ADDIE, E-Learning, Blended Learning, Needs Analysis, Training, Technical Writing, Adult Education, Training Delivery, Distance Learning, Software Documentation, Program Management, Leadership Development
Education
University of Colorado Denver 1993 — 1995
Master's degree, Educational, Instructional, and Curriculum Supervision
University of Georgia - Terry College of Business 1979 — 1983
BBA, Accounting
Aviation Systems Engineering Company July 2011 - Present
Craig Technologies February 2008 - July 2011
LSI as Sub-Contract 2008 - 2011
Merrill Lynch, Inc. 1983 - 2000
Merrill Lynch Credit Corporation 1997 - 1998
Skills
Captivate, Instructional Design, Instructor-led Training, ADDIE, E-Learning, Blended Learning, Needs Analysis, Training, Technical Writing, Adult Education, Training Delivery, Distance Learning, Software Documentation, Program Management, Leadership Development
Education
University of Colorado Denver 1993 — 1995
Master's degree, Educational, Instructional, and Curriculum Supervision
University of Georgia - Terry College of Business 1979 — 1983
BBA, Accounting
Rosemaria Rosemaria Pinizzotto's Merrill Lynch Inc. Experience 1985 - 2000
Job Realtor Associate at Kuker & Kessler Real Estate
Industry Real Estate
Experience
Kuker & Kessler Real Estate Realtor AssociateCentury 21 Our Town RealtySeptember 2002 - June 2007
Merrill Lynch, Inc. 1985 - 2000
Skills
Real Estate, Sellers, Relocation, First Time Home Buyers, Buyer Representation, Condos, Investment Properties, Single Family Homes, Listings, Luxury, New Home Sales, Short Sales
Education
Rutgers University
Bachelor of Arts (B.A.), French Language and Literature
Kuker & Kessler Real Estate Realtor AssociateCentury 21 Our Town RealtySeptember 2002 - June 2007
Merrill Lynch, Inc. 1985 - 2000
Skills
Real Estate, Sellers, Relocation, First Time Home Buyers, Buyer Representation, Condos, Investment Properties, Single Family Homes, Listings, Luxury, New Home Sales, Short Sales
Education
Rutgers University
Bachelor of Arts (B.A.), French Language and Literature
Barrie Blum's Merrill Lynch Inc. Experience November 1987 - June 2002
Job Principal at Arizona Satellite TV
Industry Printing
Experience
Arizona Satellite TV April 2013 - Present
Copy Express 2002 - 2013
Fountain Hills Reprographics August 2002 - August 2011
Merrill Lynch, Inc. November 1987 - June 2002
Triple Check, Inc. 1983 - 1986
Skills
Business Development, Process Improvement, Leadership, Real Estate, Microsoft Excel, Strategic Planning, Account Management, Customer Service, Team Building, Business Strategy, Start-ups, Negotiation, Contract Negotiation, New Business Development, Marketing, Marketing Strategy
Education
CSU Northridge 1978 — 1980
Accounting/Finance
School of Visual Arts
Arizona Satellite TV April 2013 - Present
Copy Express 2002 - 2013
Fountain Hills Reprographics August 2002 - August 2011
Merrill Lynch, Inc. November 1987 - June 2002
Triple Check, Inc. 1983 - 1986
Skills
Business Development, Process Improvement, Leadership, Real Estate, Microsoft Excel, Strategic Planning, Account Management, Customer Service, Team Building, Business Strategy, Start-ups, Negotiation, Contract Negotiation, New Business Development, Marketing, Marketing Strategy
Education
CSU Northridge 1978 — 1980
Accounting/Finance
School of Visual Arts
Leo Khorlinsky's Merrill Lynch Inc. Experience March 1998 - April 2000
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC April 2000 - Present
Merrill Lynch, Inc. March 1998 - April 2000
OLDE Stockbrokers, Inc. June 1996 - March 1998
Education
University of Illinois at Chicago 1991 — 1995
BS, Information & Decision Sciences
Wells Fargo Advisors, LLC April 2000 - Present
Merrill Lynch, Inc. March 1998 - April 2000
OLDE Stockbrokers, Inc. June 1996 - March 1998
Education
University of Illinois at Chicago 1991 — 1995
BS, Information & Decision Sciences
Michael Morrissey, CFA's Merrill Lynch Inc. Experience December 1997 - October 1998
Job Experienced MBS/ABS Professional
Industry Financial Services
Experience
Bloomberg LP September 2010 - Present
Barclay Advisors, LLC November 2007 - September 2010
Nomura Holdings America Inc August 2006 - November 2007
Pentalpha Capital, LLC October 1998 - December 2005
Merrill Lynch, Inc December 1997 - October 1998
Salomon, Smith Barney, Inc June 1996 - December 1997
Prudential Securities, Inc June 1992 - June 1996
Skills
Valuation, Hedging, Market Analysis, MBS, ABS, CMBS
Education
Seton Hall University 1988 — 1991
MBA, Finance and International Business
University of Rhode Island 1982 — 1987
BS, Marketing
Bloomberg LP September 2010 - Present
Barclay Advisors, LLC November 2007 - September 2010
Nomura Holdings America Inc August 2006 - November 2007
Pentalpha Capital, LLC October 1998 - December 2005
Merrill Lynch, Inc December 1997 - October 1998
Salomon, Smith Barney, Inc June 1996 - December 1997
Prudential Securities, Inc June 1992 - June 1996
Skills
Valuation, Hedging, Market Analysis, MBS, ABS, CMBS
Education
Seton Hall University 1988 — 1991
MBA, Finance and International Business
University of Rhode Island 1982 — 1987
BS, Marketing
Wade Ryan's Merrill Lynch Inc. Experience June 2000 - December 2001
Job Reinsurance Disability Underwriter
Industry Insurance
Experience
The Hartford November 2011 - Present
The Hartford November 2007 - October 2011
The Hartford February 2006 - July 2007
The Hartford January 2002 - February 2006
Merrill Lynch, Inc June 2000 - December 2001
Prudential Financial August 1998 - April 2000
Skills
Reinsurance, Analysis, Underwriting, Insurance, Accounting
Education
Syracuse University 1995 — 1998
BA, International Relations & Political Science
The Hartford November 2011 - Present
The Hartford November 2007 - October 2011
The Hartford February 2006 - July 2007
The Hartford January 2002 - February 2006
Merrill Lynch, Inc June 2000 - December 2001
Prudential Financial August 1998 - April 2000
Skills
Reinsurance, Analysis, Underwriting, Insurance, Accounting
Education
Syracuse University 1995 — 1998
BA, International Relations & Political Science
David Rondeau's Merrill Lynch Inc. Experience 1984 - 2005
Job Managing Director at CEDI Capital Markets
Industry Financial Services
Experience
CEDI Capital Markets May 2014 - Present
Southport Harbor Associates 2009 - April 2014
Perkins Fund Marketing January 2006 - December 2008
Merrill Lynch, Inc. 1984 - 2005
Upromise 2001 - 2002
Skills
Financial Markets, Alternative Investments, Asset Management, CRM, Business Planning, Management, Investments, Investment Banking, Mutual Funds, Private Banking, Hedge Funds, Private Equity, Retirement, Options, Consulting, Asset Managment, Portfolio Management, Equities, Due Diligence, Retirement Planning, Fund Of Funds, Financial Services, Marketing, Securities, Fixed Income, Venture Capital, Wealth Management, Finance, Investment Management, Valuation, Investment Strategies, Investment Advisory, Bloomberg, Capital Markets, Asset Allocation, Trading, Emerging Markets, Investor Relations, ETFs, Derivatives, Series 7, Commodity, Bonds, Financial Structuring, Funding
Education
Lake Forest College 1978 — 1982
BA, Political Science, European History
Berkshire School 1974 — 1978
CEDI Capital Markets May 2014 - Present
Southport Harbor Associates 2009 - April 2014
Perkins Fund Marketing January 2006 - December 2008
Merrill Lynch, Inc. 1984 - 2005
Upromise 2001 - 2002
Skills
Financial Markets, Alternative Investments, Asset Management, CRM, Business Planning, Management, Investments, Investment Banking, Mutual Funds, Private Banking, Hedge Funds, Private Equity, Retirement, Options, Consulting, Asset Managment, Portfolio Management, Equities, Due Diligence, Retirement Planning, Fund Of Funds, Financial Services, Marketing, Securities, Fixed Income, Venture Capital, Wealth Management, Finance, Investment Management, Valuation, Investment Strategies, Investment Advisory, Bloomberg, Capital Markets, Asset Allocation, Trading, Emerging Markets, Investor Relations, ETFs, Derivatives, Series 7, Commodity, Bonds, Financial Structuring, Funding
Education
Lake Forest College 1978 — 1982
BA, Political Science, European History
Berkshire School 1974 — 1978
Mardette Maliszewski's Merrill Lynch Inc. Experience June 1985 - April 1987
Job Manager, Enterprise Supplier Management at Capital One
Industry Financial Services
Experience
Capital One March 2014 - Present
Morgan Stanley Wealth Management March 2010 - March 2014
UBS Financial Services July 2007 - November 2009
UBS Financial Services January 2008 - July 2009
UBS 2007 - 2009
Smith Barney Inc April 1987 - July 2007
Merrill Lynch Inc June 1985 - April 1987
Skills
Investments, Equities, Operations Management, Mutual Funds, Investment Advisory, Operations, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Securities, Series 7, Risk Management, Financial Services, Management, Series 63, Series 8
Education
Elizabethtown College 1981 — 1985
B.A., Political Science
Springfield High School 1979 — 1981
High School Diploma, College Prep
Capital One March 2014 - Present
Morgan Stanley Wealth Management March 2010 - March 2014
UBS Financial Services July 2007 - November 2009
UBS Financial Services January 2008 - July 2009
UBS 2007 - 2009
Smith Barney Inc April 1987 - July 2007
Merrill Lynch Inc June 1985 - April 1987
Skills
Investments, Equities, Operations Management, Mutual Funds, Investment Advisory, Operations, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Securities, Series 7, Risk Management, Financial Services, Management, Series 63, Series 8
Education
Elizabethtown College 1981 — 1985
B.A., Political Science
Springfield High School 1979 — 1981
High School Diploma, College Prep
Jane Cheng's Merrill Lynch Inc. Experience January 1994 - April 1996
Job Senior Application developer/Architech at Wells Fargo Security
Industry Computer Software
Experience
Wells Fargo Security November 2013 - Present
Barclays Capital January 2010 - October 2013
MetLife April 1996 - November 2009
MetLife Investments April 1996 - November 2009
MetLife Individual Business, Convent Station December 2003 - September 2004
Merrill Lynch, Inc January 1994 - April 1996
Skills
Databases, Data Warehousing, Microsoft SQL Server, Database Design, SQL, XML, Perl, Sybase, Visual Basic, .NET, Java, JSP, Fixed Income, SSRS, Market Data, Derivatives, Portfolio Management, Trading Systems, Investments, Netezza, SDLC, Requirements Analysis, Software Development
Education
New Jersey Institute of Technology 1990 — 1992
Master of Science, Electrical Engineer
East China Normal University
B.S, Electrical Engineering
Wells Fargo Security November 2013 - Present
Barclays Capital January 2010 - October 2013
MetLife April 1996 - November 2009
MetLife Investments April 1996 - November 2009
MetLife Individual Business, Convent Station December 2003 - September 2004
Merrill Lynch, Inc January 1994 - April 1996
Skills
Databases, Data Warehousing, Microsoft SQL Server, Database Design, SQL, XML, Perl, Sybase, Visual Basic, .NET, Java, JSP, Fixed Income, SSRS, Market Data, Derivatives, Portfolio Management, Trading Systems, Investments, Netezza, SDLC, Requirements Analysis, Software Development
Education
New Jersey Institute of Technology 1990 — 1992
Master of Science, Electrical Engineer
East China Normal University
B.S, Electrical Engineering
Stephen Walrath's Merrill Lynch Inc. Experience 1983 - 1985
Job Environmental Services Professional
Industry Environmental Services
Experience
Shepaug Dam Eagle View, First Light Power Resources 2007 - Present
Connecticut Department of Energy and Environmental Protection 2006 - 2007
NewRoads, Inc. 2000 - 2003
PepsiCo, Inc. 1986 - 2000
Merrill Lynch, Inc. 1983 - 1985
Richardson-Vicks, Inc. 1981 - 1983
Health Examinetics 1975 - 1981
Skills
Management, Environmental Science, Strategic Planning, Research, Project Management
Education
Connecticut Department of Energy and Environmental Protection
Master, Wildlife Conservation
University of Connecticut 1971 — 1973
MS, Computer Science
Tufts University 1967 — 1971
BS, Mathematics
Shepaug Dam Eagle View, First Light Power Resources 2007 - Present
Connecticut Department of Energy and Environmental Protection 2006 - 2007
NewRoads, Inc. 2000 - 2003
PepsiCo, Inc. 1986 - 2000
Merrill Lynch, Inc. 1983 - 1985
Richardson-Vicks, Inc. 1981 - 1983
Health Examinetics 1975 - 1981
Skills
Management, Environmental Science, Strategic Planning, Research, Project Management
Education
Connecticut Department of Energy and Environmental Protection
Master, Wildlife Conservation
University of Connecticut 1971 — 1973
MS, Computer Science
Tufts University 1967 — 1971
BS, Mathematics
Lawrence S. LeGros II's Merrill Lynch Inc. Experience May 1982 - October 1994
Job Managing Partner at PVI Asset Management LLC
Industry Financial Services
Experience
PVI Asset Management LLC July 2002 - Present
Legros Financial Services October 1994 - June 2002
Merrill Lynch Inc. May 1982 - October 1994
Bedford Co. Inc. Real Estate Securities October 1976 - May 1982
Merrill Lynch Inc. October 1968 - October 1972
USAF October 1962 - October 1968
Skills
Investments, Corporate Finance, Real Estate, Securities, Investment Banking, Management, Funding, Venture Capital, Private Equity, Finance
Education
University of Michigan 1957 — 1962
BA, Cultural Anthropology
PVI Asset Management LLC July 2002 - Present
Legros Financial Services October 1994 - June 2002
Merrill Lynch Inc. May 1982 - October 1994
Bedford Co. Inc. Real Estate Securities October 1976 - May 1982
Merrill Lynch Inc. October 1968 - October 1972
USAF October 1962 - October 1968
Skills
Investments, Corporate Finance, Real Estate, Securities, Investment Banking, Management, Funding, Venture Capital, Private Equity, Finance
Education
University of Michigan 1957 — 1962
BA, Cultural Anthropology
Susan Stawiasz's Merrill Lynch Inc. Experience May 1986 - January 2000
Job Paralegal at Stewart and Bruss, PC
Industry Law Practice
Experience
Stewart and Bruss, PC 2013 - Present
Macomb County March 2012 - June 2012
Merrill Lynch Inc May 1986 - January 2000
Merrill Lynch Inc December 1985 - May 1986
Skills
Motions, Customer Service, Research, Legal Assistance, Public Relations, Legal Writing, Interviews, Legal Research, Securities, Family Law, Westlaw, Trials, Lexis, LexisNexis, Mediation, Civil Litigation, Litigation, Microsoft Word, Courts
Education
Baker College of Clinton Township 2010 — 2012
Associates of Business, Legal Assistant/Paralegal
Stewart and Bruss, PC 2013 - Present
Macomb County March 2012 - June 2012
Merrill Lynch Inc May 1986 - January 2000
Merrill Lynch Inc December 1985 - May 1986
Skills
Motions, Customer Service, Research, Legal Assistance, Public Relations, Legal Writing, Interviews, Legal Research, Securities, Family Law, Westlaw, Trials, Lexis, LexisNexis, Mediation, Civil Litigation, Litigation, Microsoft Word, Courts
Education
Baker College of Clinton Township 2010 — 2012
Associates of Business, Legal Assistant/Paralegal
Brian Dion's Merrill Lynch Inc. Experience January 1999 - January 2001
Job Pro Services & Commercial Sales Specialist at Lowe's Companies, Inc.
Industry Construction
Experience
Lowe's Companies, Inc. 2013 - Present
Comcast Business February 2011 - May 2013
Merrill Lynch February 2010 - July 2010
Ascensus May 2005 - January 2010
Ascensus January 2001 - January 2003
Merrill Lynch, Inc January 1999 - January 2001
Merrill Lynch, Inc January 1998 - January 1999
Merrill Lynch, Inc January 1997 - January 1998
Merrill Lynch, Inc January 1994 - January 1997
Skills
CRM, Business Planning, New Business Development, Financial Services, Product Development, Call Centers, Retirement Planning, Retirement, Relationship Management, Customer Experience
Education
Temple University 1993 — 1997
B.S, Criminal Law and
Bucks County Community College 1991 — 1993
Lowe's Companies, Inc. 2013 - Present
Comcast Business February 2011 - May 2013
Merrill Lynch February 2010 - July 2010
Ascensus May 2005 - January 2010
Ascensus January 2001 - January 2003
Merrill Lynch, Inc January 1999 - January 2001
Merrill Lynch, Inc January 1998 - January 1999
Merrill Lynch, Inc January 1997 - January 1998
Merrill Lynch, Inc January 1994 - January 1997
Skills
CRM, Business Planning, New Business Development, Financial Services, Product Development, Call Centers, Retirement Planning, Retirement, Relationship Management, Customer Experience
Education
Temple University 1993 — 1997
B.S, Criminal Law and
Bucks County Community College 1991 — 1993
Shannon Serrico's Merrill Lynch Inc. Experience May 2008 - August 2008
Job Float Teller at Affinity Group Credit Union
Industry Banking
Experience
Affinity Group Credit Union December 2010 - Present
Affinity Credit Union December 2010 - Present
Clear Rate Communications Inc November 2009 - Present
the Henry Ford Museum in April 2004 - Present
Merrill Lynch Inc May 2008 - August 2008
Western Michigan University Athletic Department Seeley/Reed Field house January 2007 - May 2008
Walt Disney World August 2006 - January 2007
Education
Madonna University - Graduate Studies 2010 — 2013
Madonna University 2010 — 2012
M.B.A Master of Business Administration with project operations certificate, Business Management/Project operations
Madonna University 2010 — 2012
MBA project operations, Business Administration with project operations
Western Michigan University 2005 — 2009
Bachelor of Business Administration, Business Management/Spanish minor
Western Michigan University
Bachelor of Business Administration, Business Management
2010-2012 Graduate School Madonna University
Master, Business Administration; project management certificate
Affinity Group Credit Union December 2010 - Present
Affinity Credit Union December 2010 - Present
Clear Rate Communications Inc November 2009 - Present
the Henry Ford Museum in April 2004 - Present
Merrill Lynch Inc May 2008 - August 2008
Western Michigan University Athletic Department Seeley/Reed Field house January 2007 - May 2008
Walt Disney World August 2006 - January 2007
Education
Madonna University - Graduate Studies 2010 — 2013
Madonna University 2010 — 2012
M.B.A Master of Business Administration with project operations certificate, Business Management/Project operations
Madonna University 2010 — 2012
MBA project operations, Business Administration with project operations
Western Michigan University 2005 — 2009
Bachelor of Business Administration, Business Management/Spanish minor
Western Michigan University
Bachelor of Business Administration, Business Management
2010-2012 Graduate School Madonna University
Master, Business Administration; project management certificate
Angela Spaeth's Merrill Lynch Inc. Experience January 1987 - March 1988
Job Arts and Crafts Professional
Industry Arts and Crafts
Experience
The Rugweaver - Floor Art By Design January 2000 - Present
HooperHolmes Portamedic September 2010 - October 2010
Cook Children’s Heart Center August 2007 - July 2009
University of North Texas HSC October 2006 - March 2007
University of North Texas Health Science Center July 2005 - June 2006
St. Luke’s Hospital, Boise Pathology, Inc March 1998 - September 2004
Merrill Lynch Inc January 1987 - March 1988
George Matthews January 1980 - January 1982
Drs. Matthew January 1976 - January 1979
Moline Public Hospital May 1975 - July 1976
Education
Lake-Sumter Community College
Miami-Dade Community College
Mathematics
The Rugweaver - Floor Art By Design January 2000 - Present
HooperHolmes Portamedic September 2010 - October 2010
Cook Children’s Heart Center August 2007 - July 2009
University of North Texas HSC October 2006 - March 2007
University of North Texas Health Science Center July 2005 - June 2006
St. Luke’s Hospital, Boise Pathology, Inc March 1998 - September 2004
Merrill Lynch Inc January 1987 - March 1988
George Matthews January 1980 - January 1982
Drs. Matthew January 1976 - January 1979
Moline Public Hospital May 1975 - July 1976
Education
Lake-Sumter Community College
Miami-Dade Community College
Mathematics
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank