Merrill Lynch Investment Management

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Merrill Lynch Investment Management Employees

Employee
Years
Job
Industry
Paolo Valle Paolo Valle Boston, Massachusetts Details
Paolo Valle's Merrill Lynch Investment Management Experience 1992 - 1999
Job Managing Director and Senior Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management  May 2013 - Present
Federated Investment Management Company   February 2004 - May 2013
Ramirez Partners LLC   2001 - 2004
Merrill Lynch Investment Management   1992 - 1999
PNC Bank  1982 - 1992

Skills
Asset Managment, Emerging Markets, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Derivatives, Fixed Income, Corporate Finance, Capital Markets, Equities, Investment Banking, Valuation, Alternative Investments, Investment Management, Asset Allocation, Structured Products, Investment Strategies, Mutual Funds, Wealth Management, Bonds, Equity Research, Investments, Private Equity, Trading

Education
Markham College

Universidad del Pacífico (PE)

University of Pittsburgh
MBA, Finance

Christopher Shin Christopher Shin New York, New York Details
Christopher Shin's Merrill Lynch Investment Management Experience 1993 - 1995
Job Managing Director, Partner HighTower Advisors
Industry Financial Services
Experience
HighTower  July 2015 - Present
Guggenheim Partners  September 2009 - July 2015
Goldman Sachs  2006 - 2008
Sailfish Capital Partners  2005 - 2006
Wachovia Securities  2003 - 2005
Bear Stearns  1995 - 2003
Merrill Lynch Investment Management   1993 - 1995

Skills
Fixed Income, Derivatives, Trading, Portfolio Management, Structured Finance, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Equities, Asset Management, Investments, Asset Allocation, Bonds, Commodity, Credit Derivatives, Structured Products

Education
Kellogg Graduate School of Management   1991 — 1993
Master of Science (MS), Finance

University of Chicago   1987 — 1991
Bachelor's degree, Economics

Fanny Fan Fanny Fan Berkeley, California Details
Fanny Fan's Merrill Lynch Investment Management Experience June 2004 - September 2004
Job MBA Real Estate Portfolio Management Intern at PrinREI; MBA Candidate 2015 Haas School of Business
Industry Real Estate
Experience
Principal Real Estate Investors, CalSTRS Separate Account   May 2014 - November 2014
NorthMarq  April 2014 - May 2014
PwC  September 2008 - March 2013
Credit Suisse - Alternative Investment   February 2008 - July 2008
Goldman Sachs - Securities / Equity   June 2006 - August 2006
Merrill Lynch - Investment Management  June 2004 - September 2004

Skills
Due Diligence, Financial Analysis, Valuation, Financial Modeling, Management Consulting, Derivatives, Investment Banking, Risk Management, Private Equity, Fixed Income, Banking, Analytics, Financial Risk, Asset Management

Education
University of California, Berkeley - Walter A. Haas School of Business   2013 — 2015
Master of Business Administration (MBA), Real Estate and Finance

CUNY - Baruch Honors College
MS and BBA, MS in Quantitative in Methods and Modeling, BBA in Finance and Investment

Janice Morgan Hilsman Janice Morgan Hilsman Winter Park, Florida Details
Janice Morgan Hilsman's Merrill Lynch Investment Management Experience November 1996 - July 2001
Job VP, Head of Trading Desk Supervision
Industry Financial Services
Experience
INTL FCStone Financial Inc.  September 2010 - Present
Security Traders Association of Florida   August 2012 - February 2015
Security Traders Association of Florida (STAF)   August 2005 - December 2012
GunnAllen Financial Services   June 2006 - May 2009
AEGON - Great Companies Asset Management   March 2005 - May 2006
Atlanta Broker Dealer   February 2002 - February 2004
Merrill Lynch Investment Management   November 1996 - July 2001
TIAA-CREF Investments   May 1989 - October 1996

Skills
Series 7, Equities, Investments, Financial Markets, Trading, Capital Markets, Securities, Portfolio Management, Asset Management, Equity Trading, Financial Services, Trading Supervision, Trading Compliance, Risk Managment, Realtionship Management, Global Equity Trading

Education
Brooklyn College
Bachelor of Science

FINRA Institute at Wharton

New York Institute of Finance

University of South Florida

David S. Kim David S. Kim Greater New York City Area Details
David S. Kim's Merrill Lynch Investment Management Experience 1995 - 2001
Job Application Packaging Developer at Capax Global
Industry Information Technology and Services
Experience
Deloite Audit   May 2013 - July 2014
Hewlett Packard Enterprise Services (formerly EDS)   2008 - 2012
Bristol-Myers Squibb  2001 - 2008
Merrill Lynch Investment Management   1995 - 2001
JP Morgan Corporate Finance   1992 - 1995

Skills
Testing, SQL, SharePoint, Vendor Management, Databases, Program Management, Business Analysis, Servers, IT Service Management, Quality Assurance, Process Improvement, Application..., Windows 7, Data Center, Windows Server, Security, People Skills, Software Installation, Scripting, Programming, Software Documentation, Software Engineering, Software Project..., Software Quality..., InstallShield

Education
Stevens Institute of Technology   1980 — 1984
Bachelor of Engineering, Electrical Engineering

Stevens Institute of Technology
Master of Engineering, Electrical & Computer Science

Stevens Institute of Technology
Pursuing Master's degree in Information Systems Management

Robert Fakhry Robert Fakhry Austin, Texas Area Details
Robert Fakhry's Merrill Lynch Investment Management Experience February 2004 - May 2006
Job Vice President, Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock  April 2013 - Present
BlackRock  June 2010 - March 2013
BlackRock  June 2006 - June 2010
Merrill Lynch Investment Management   February 2004 - May 2006
Mellon Financial  August 2002 - February 2004
Vertis Communications  1999 - 2001

Skills
NASD Series 7, NASD Series 66, Public Speaking, Sales Presentations, Group Presentations, Direct Sales, Inside Sales, Mutual Funds, Alternative Investments, Private Equity, Mentoring, Asset Management, Business Analysis, Analytics, Data Mining, Data Profiling, Sales Process, Closing Skills, Risk Profiling, External Sales, Equities, Fixed Income, Investments, Capital Markets, Team Leadership, Team Management, Technology Integration, Series 7, Uniform Combined State..., Sales, Asset Managment

Education
Rutgers, The State University of New Jersey-Newark   1998 — 2002
B.S., Finance - Rutgers School of Business

South Brunswick High School   1994 — 1998

Brian Popadiuk Brian Popadiuk Greater New York City Area Details
Brian Popadiuk's Merrill Lynch Investment Management Experience 2003 - 2004
Job Associate Global Fixed Income at Caxton Associates
Industry Financial Services
Experience
Caxton Associates  August 2004 - November 2011
Merrill Lynch Investment Management   2003 - 2004
JP Morgan  January 2002 - February 2003
Guggenheim Partners  2003 - 2003
National Bank of Canada  August 2000 - November 2001

Skills
Fixed Income, Investments

Education
Monmouth University   1998 — 2000
BSBA, Finance

Arizona State University   1996 — 1998
Business - MIS

Frank Giambalvo Frank Giambalvo Greater New York City Area Details
Frank Giambalvo's Merrill Lynch Investment Management Experience January 2006 - July 2006
Job Associate Attorney at Peckar & Abramson, P.C.
Industry Law Practice
Experience
Peckar & Abramson, P.C.   December 2014 - Present
Fein, Such, Kahn & Shepard, PC   June 2010 - November 2014
U.S. Equal Employment Opportunity Commission   August 2009 - June 2010
Friedman & Wolf, Attorneys At Law   June 2008 - April 2009
New York State United Teachers  November 2007 - April 2008
Chambers of Honorable C. Stephen Hackeling   June 2007 - August 2007
Merrill Lynch Investment Management   January 2006 - July 2006

Skills
Employment Law, Employment Litigation, Traditional Labor Law, Labor Relations, Evictions, Real Property, Commercial Litigation, Business Litigation, General Litigation, Creditors' Rights, Legal Research, Legal Writing, Trial Practice, Sports Law, Arbitration, Litigation, Trials

Education
New York Law School   2006 — 2009
Juris Doctor, Law

Penn State University   2002 — 2005
B.S., Labor Studies and Industrial Relations, Minor in Economics

Half Hollow Hills High School East

Alison Shanahan Alison Shanahan Cleveland/Akron, Ohio Area Details
Alison Shanahan's Merrill Lynch Investment Management Experience May 2000 - September 2001
Job Business Development Manager for bloom at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  March 2011 - December 2012
Ameriprise Financial  March 2010 - March 2011
Merrill Lynch Investment Management   May 2000 - September 2001
State Street Research  February 1999 - August 1999
State Street Research  February 1998 - February 1999
Putnam Investments  July 1997 - February 1998
Putnam Investments  September 1996 - July 1997
Putnam Investments  June 1995 - September 1996

Education
Le Moyne College   1991 — 1995
BA, English

Distinctions and Community Activities
BA Degree, English Literature

Kyla Mostello Donnelly Kyla Mostello Donnelly Greater New York City Area Details
Kyla Mostello Donnelly's Merrill Lynch Investment Management Experience April 2002 - October 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  October 2012 - Present
BlackRock  March 2010 - October 2012
BlackRock  October 2006 - March 2010
Merrill Lynch Investment Management   April 2002 - October 2006
Independent Consultant  August 2000 - 2002
CMP Princeton Inc.   January 1998 - August 2000

Skills
Temporary Placement, Taleo, Onboarding, HRIS, Human Resources, Employee Relations, Relationship Management, Project Management, Creative Problem Solving, Audit Remediation, Process Optimization, Recruitment & Selection, Presentation Skills, Mergers & Acquisitions, Talent..., Mentoring, Recruiting, Personnel Management, Leadership, Strategy, Succession Planning, Training, Management, Business Analysis, Problem Solving

Education
Vanderbilt University   1993 — 1997
Bachelor of Arts, Theater & English

Holy Family University   2009 — 2012
MBA, Concentration in Finance

James Doc Savage James Doc Savage Greater New York City Area Details
James Doc Savage's Merrill Lynch Investment Management Experience November 1999 - August 2001
Job Director, Institutional Sales at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments  April 2012 - Present
Lord Abbett & Co.   August 2001 - December 2011
Merrill Lynch Investment Management   November 1999 - August 2001
New York Police Pension Fund   October 1983 - July 1999
NYC Patrolmen's Benevolent Association   February 1977 - June 1999

Skills
Series 7, Series 63, Institutional Sales, Pension Funds, Market Analysis, Investments, Alternative Investments, Portfolio Management, Uniform Combined State..., Mutual Funds, Hedge Funds, Fixed Income, Equities, Investment Management, Wealth Management, Asset Management, Institutional..., Securities, Asset Allocation, Asset Managment, Fund Of Funds, Investment Advisory, Investment Strategies, ETFs, 401k, Separately Managed..., Bonds, Series 65, Retirement, Bloomberg, Series 24, Financial Services, Capital Markets, Investor Relations, Equity Research, Pensions, Trading, Financial Markets, Options, FINRA, Institutional, Derivatives, Emerging Markets, Valuation, Relationship Management, Funding, Retirement Planning

Education
Pace University - Lubin School of Business   1981 — 1983
MS, Labor & Industrial Relations

Pace University   1977 — 1981
BS, Business

Tim Mahoney Tim Mahoney Greater New York City Area Details
Tim Mahoney's Merrill Lynch Investment Management Experience September 1999 - September 2006
Job CEO at BIDS Trading
Industry Capital Markets
Experience
BIDS Trading  September 2006 - Present
Merrill Lynch Investment management   September 1999 - September 2006
Merril Lynch Defined Asset Funds   September 1983 - September 2000

Education
New York University - Leonard N. Stern School of Business   1986 — 1990
MBA, Finance

College of the Holy Cross   1979 — 1983
BA, history

St Peter's Prep   1975 — 1979

Matthew Estes Matthew Estes Greater New York City Area Details
Matthew Estes's Merrill Lynch Investment Management Experience July 2004 - October 2006
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock  June 2010 - Present
BlackRock  January 2010 - June 2010
BlackRock Investment Management   October 2006 - December 2009
Merrill Lynch Investment Management   July 2004 - October 2006
Pioneer Investment Management  September 1997 - July 2004

Skills
CIMA, PSN, Mobius, Mutual Funds, Investments, Zephyr Style Advisor, Lipper, Morningstar Direct, Public Speaking, Marketing Strategy, Business Development, Competitive Analysis

Education
Union College   1992 — 1996
BS, Political Science and Government

Wilbraham & Monson Academy   1987 — 1992

Brookwood

Paul Walton Paul Walton Westport, Connecticut Details
Paul Walton's Merrill Lynch Investment Management Experience February 2004 - April 2005
Job RETURN ENGINEERING
Industry Financial Services
Experience
ROSS JEFFREY & ANTLE LLC   June 2012 - Present
FTSE GROUP   June 2009 - June 2012
Absolute Capital Management   September 2005 - September 2008
GLG Partners  June 2005 - September 2005
Merrill Lynch Investment Management   February 2004 - April 2005
SocGen Asset Management   April 2003 - February 2004
Schroder Salomon Smith Barney   September 1999 - December 2001
Schroder Securities   September 1996 - September 1999
Goldman Sachs  September 1994 - September 1996
James capel & Co.   January 1990 - September 1994

Skills
Equities, Hedge Funds, Asset Allocation, Financial Markets, Investments, Fixed Income, Capital Markets, Bloomberg, Derivatives, Equity Research, Investment Banking, Valuation, Portfolio Management, Financial Modeling, Market Data, Quantitative Finance, Strategy

Education
Birkbeck College, University of London   1989 — 1992
Master's degree, Economics

The University of Manchester   1977 — 1980
Bachelor's degree, Philosophy

Miranda Lin Miranda Lin San Francisco, California Details
Miranda Lin's Merrill Lynch Investment Management Experience June 1998 - August 1998
Job Vice President, Regulatory Affairs at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  January 2015 - Present
Bank of America  January 2005 - December 2014
BearingPoint  August 1999 - December 2004
Merrill Lynch Investment Management   June 1998 - August 1998
Mellon Capital Management  May 1993 - May 1997

Skills
Financial Services, Risk Management, Portfolio Management, Banking, Business Process..., Financial Modeling, Strategy, Relationship Management, Business Analysis, Mergers & Acquisitions, Capital Markets, Business Transformation, Financial Analysis, Process Improvement, Program Management, PMO, Acquisition Integration, Change Management, Management

Education
Carnegie Mellon University - Tepper School of Business   1997 — 1999
MBA, Business

University of California, Berkeley   1990 — 1993
BA, Political Science

Richmond, The American International University in London   1992 — 1992
Europeon Union

Geoff Mikelsons Geoff Mikelsons Greater Los Angeles Area Details
Geoff Mikelsons's Merrill Lynch Investment Management Experience June 2003 - August 2003
Job Vice President at Victory Park Capital Advisors
Industry Venture Capital & Private Equity
Experience
Argo Tea, Inc.   March 2009 - February 2012
Equity Group Investments, LLC   2007 - 2009
Tennenbaum Capital Partners, LLC  2006 - 2007
UBS Investment Bank  2004 - 2006
Merrill Lynch Investment Management   June 2003 - August 2003

Education
Georgetown University - The McDonough School of Business   2000 — 2004
BSBA

Tina Pope Tina Pope Greater Boston Area Details
Tina Pope's Merrill Lynch Investment Management Experience January 2004 - February 2007
Job Digital Forensics Student at Champlain College
Industry Financial Services
Experience
Champlain College  June 2014 - Present
Fiserv  March 2007 - June 2012
Merrill Lynch Investment Management   January 2004 - February 2007
Merrill Lynch Investment Management   August 1993 - December 2003
Merrill Lynch Investment Management   May 1990 - August 1994
Merrill Lynch Investment Management   September 1989 - May 1990
Merrill Lynch Investment Management   June 1986 - August 1988
Merrill Lynch Investment Management   June 1985 - June 1986

Skills
Process Flow, SDLC, Attention To Detail, Integration, Process Improvement, Project Management, Analysis, User Acceptance Testing, Business Requirements, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Project Portfolio..., Visio, Strategy, Oracle, PMP, Business Process..., Databases, Training, Team Management, Management

Education
Thomas Edison State College   1980 — 1985
Bachelor, Science Business Administration; Finance

Champlain College

The College of New Jersey

Peter Oleck Peter Oleck Greater New York City Area Details
Peter Oleck's Merrill Lynch Investment Management Experience May 2004 - October 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock  October 2012 - Present
BlackRock  October 2006 - October 2012
Merrill Lynch Investment Management   May 2004 - October 2006
Merrill Lynch Investment Management   February 2001 - May 2004

Skills
Mergers, Data Warehousing, Mergers & Acquisitions, Fixed Income, Management, Equities, Data Migration, Trading Systems

Education
Rutgers, The State University of New Jersey-New Brunswick   1982 — 1986
Bachelor of Arts (B.A.), Computer Science and Economics with a concentration in Finance

Ray Vora, CPA CIA Ray Vora, CPA CIA Greater New York City Area Details
Ray Vora, CPA CIA's Merrill Lynch Investment Management Experience June 1990 - December 2000
Job Senior Audit Manager at GFI Group
Industry Investment Management
Experience
GFI Group  January 2014 - Present
Lazard  March 2012 - March 2013
Prudential Financial  December 2006 - March 2012
State Street  January 2001 - May 2006
Merrill Lynch Investment Management   June 1990 - December 2000

Skills
CPA, CIA, CISA, Internal Audit, Fund Accounting, Financial Reporting, Mutual Funds, Sarbanes-Oxley Act, Enterprise Risk..., Operational Risk, Cash Management, Financial Analysis, Hedge Funds, Asset Managment, Accounting, Capital Markets

Education
University of Mumbai
Bechlor of Commerce, Accounting and Finance

Anne McCarthy Anne McCarthy Greater New York City Area Details
Anne McCarthy's Merrill Lynch Investment Management Experience January 1997 - March 1998
Job Leveraged Loan Professional
Industry Investment Management
Experience
Katonah Debt Advisors   June 2011 - September 2012
Apidos Capital Management, LLC   March 2005 - January 2009
INVESCO Senior Secured Management, Inc.   March 1998 - January 2004
Merrill Lynch Investment Management   January 1997 - March 1998
T.A. McKay & Co., Inc.   April 1990 - December 1996

Skills
CLO, Credit, Loans, Mutual Funds, Credit Rating, Fixed Income, High Yield, Credit Analysis, Portfolio Management, Capital Markets, Bonds, Leveraged Finance, Corporate Finance, Investments, Structured Finance, Emerging Markets, Hedge Funds, Capital Structure, LBO, Structured Products, ABS, Bloomberg, Syndications, Investment Banking, CDO, Equities, Financial Modeling, Financial Structuring, High Yield Bonds, Valuation, Funding, Derivatives, Fixed Income Analysis, Alternative Investments, Credit Risk, Asset Management, Special Situations, Equity Research, Financial Markets, Private Equity, Relative Value, Debt Restructuring, Trading, Securitization, Credit Derivatives, Equity Valuation

Education
Fordham University - Graduate School of Business Administration   1992 — 1996
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick   1985 — 1989
BA, Economics

Mary Ellen Smith Mary Ellen Smith Greater New York City Area Details
Mary Ellen Smith's Merrill Lynch Investment Management Experience January 1997 - January 2002
Job Accredited Dog Trainer/Customer Service Representiative at PetSmart
Industry Financial Services
Experience
PetSmart  September 2012 - Present
Topeka Capital Markets, Inc  April 2011 - July 2012
PetSmart  December 2009 - April 2011
ING Investment Management  2002 - 2009
Merrill Lynch Investment Management   January 1997 - January 2002
Rockefeller & Co  January 1994 - January 1997
Prudential Financial  1990 - 1994
Prudential Financial  1988 - 1990
Prudential Financial  1987 - 1988
Furman Selz  1982 - 1987

Skills
Equities, Trading, Portfolio Management, Stocks, Series 7, Equity Trading, Series 63, Options, Hedge Funds, Bloomberg, Series 55, FX Options, Emerging Markets, Mutual Funds, Back Office, FINRA, Trading Strategies, Quantitative Analytics, Risk Management, Equity Research, Commodity, Investments, Foreign Exchange, Trading Systems, Electronic Trading, Financial Markets, Alternative Investments, Bloomberg Terminal, Derivatives, Investment Banking, Asset Management, Financial Modeling, Financial Risk, Financial Services, Investment Management, Investment Strategies, Investor Relations, Valuation

Education
New York University - Leonard N. Stern School of Business   1986 — 1992
MBA, Finance

University at Buffalo   1975 — 1977
MSW, community organizing

Binghamton University   1971 — 1975
BA, Sociology

Corning Painted Post West High

Eric Costello Eric Costello Greater New York City Area Details
Eric Costello's Merrill Lynch Investment Management Experience 2004 - 2005
Job Vice President Business Governance at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2007 - Present
Shearman & Sterling LLP  2005 - 2006
Wilmer Cutler Pickering Hale & Dorr  2005 - 2005
Cadwalader, Wickersham & Taft LLP   2005 - 2005
Merrill Lynch Investment Management   2004 - 2005
Morgan, Lewis & Bockius LLP   2004 - 2004
Cravath, Swaine & Moore LLP   2003 - 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP   2002 - 2003
Bondy & Schloss LLP   2001 - 2002
McCarter & English, LLP   1998 - 2001

Skills
Microsoft Office, Legal Practice, Regulatory Filings, Microsoft Word, Microsoft Excel, Legal Writing, Legal Research, Litigation, Research, Customer Service, PowerPoint, Westlaw, Public Speaking, Mediation, Outlook, Corporate Law, Windows, Contract Negotiation, Negotiation, Civil Litigation, Courts, Commercial Litigation, English

Education
University of Pennsylvania Law School   1989 — 1992
Doctor of Law (J.D.)

Georgetown University   1985 — 1988
Bachelor of Arts (B.A.), Honors History and Comparative Government, Cum laude

Choate Rosemary Hall   1982 — 1985
Cum laude

Philip McMunigal, CFA Philip McMunigal, CFA Greater Philadelphia Area Details
Philip McMunigal, CFA's Merrill Lynch Investment Management Experience 1993 - 1998
Job Vice President, Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  March 2014 - Present
Brandywine Global  November 2006 - July 2012
Rorer Asset Management  1999 - 2006
Merrill Lynch Investment Management   1993 - 1998
Resolution Trust Corporstion (RTC)   1990 - 1993

Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Relationship Management, Investments, Investment Strategies, Series 7, Alternative Investments, Fixed Income, Mutual Funds, Investment Advisory, Hedge Funds, Series 6, 7, 63, and 65, Client Service, Client Relations Skills, Chartered Financial..., Investment Management, Asset Management, Capital Markets, Wealth Management

Education
University of North Carolina at Chapel Hill
A.B., English

University of Pennsylvania - The Wharton School
MBA, Finance

Lesley Gross Lesley Gross Greater New York City Area Details
Lesley Gross's Merrill Lynch Investment Management Experience January 1990 - October 2006
Job Senior Portfolio Manager at BlackRock Financial Management
Industry Financial Services
Experience
BlackRock Financial Management  October 2006 - Present
Merrill Lynch Investment Management   January 1990 - October 2006
Merrill Lynch Investment Management   January 1988 - December 1989
Merrill Lynch Investment Management   November 1985 - December 1987

Skills
Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Asset Management, Equities, Investments, Mutual Funds, Bloomberg, ETF portfolio management, Series 7, Management, Wealth Management, Financial Planning, Investment Management, Retirement, Investment Advisory, Securities, Financial Analysis, Financial Services

Education
College for Financial Planning   2006 — 2008
CFP (R), Financial Planning and Services

Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Economic/English

Leon Roisenberg Leon Roisenberg Greater New York City Area Details
Leon Roisenberg's Merrill Lynch Investment Management Experience 2001 - 2006
Job Senior Portfolio Manager / Director of Research
Industry Investment Management
Experience
Aberdeen Financial LLC   2012 - Present
BlackRock  2006 - 2011
Merrill Lynch Investment Management   2001 - 2006
J.P. Morgan Investment Management   1996 - 2000
Bankers Trust Company  1991 - 1995

Skills
Equities, Portfolio Management, Quantitative Research, Statistical Arbitrage, Risk Management, Stock Selection, Portfolio Construction, Multi Factor Models, Market Neutral, Event Driven Strategies, Arbitrage Strategies, News Analytics, Hedge Funds, Capital Markets, Analytics, Investments, Financial Risk, Investment Strategies, Stock Picking, Equity Research

Education
Columbia University - Graduate School of Business   1990 — 1991
Master of Business Administration

Massachusetts Institute of Technology   1982 — 1986
Bachelor of Science