Merrill Lynch Investment Managers

Industry: Company

Description

Headquarters: London Parent organizations: BlackRock, BR Jersey International Holdings L.P. Subsidiaries: BlackRock Advisors (UK) Limited,

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Merrill Lynch Investment Managers Employees

Employee
Years
Job
Industry
Meridith Weber Meridith Weber Greater San Diego Area Details
Meridith Weber's Merrill Lynch Investment Managers Experience 2008 - 2009
Job Grants Administrator at The Scripps Research Institute
Industry Biotechnology
Experience
The Scripps Research Institute  January 2015 - Present
Brown Brothers Harriman  November 2013 - November 2014
Wells Fargo Advisors  June 2013 - August 2013
Hominy Grill  April 2012 - May 2013
Dunleavy's Pub   November 2009 - September 2011
College of Charleston  May 2010 - July 2010
Paul Thurmond for Congress   February 2010 - April 2010
Merrill Lynch Investment Managers   2008 - 2009

Skills
PowerPoint, Facebook, Spanish, Social Networking, Event Planning, Excel, Microsoft Office, Word, Food & Beverage, Organization, Prioritization, Sales, Intercultural..., Childcare, Analysis, LinkedIn, Access, Twitter, Microsoft Word, Microsoft Excel

Education
College of Charleston   2009 — 2012
Bachelor of Science, Business Administration concentrating in Finance

Barnstable High

Barnstable High

Maciek Zdeb Maciek Zdeb Greater Chicago Area Details
Maciek Zdeb's Merrill Lynch Investment Managers Experience September 2004 - November 2004
Job VP CDO Relationship Manager
Industry Financial Services
Experience
U.S. Bank   September 2014 - Present
BNY Mellon  2012 - September 2014
BNY Mellon  August 2009 - May 2012
Orchard First Source  February 2007 - April 2008
MidAmerica Bank  April 2005 - January 2007
MidAmerica Bank  April 2003 - April 2005
Merrill Lynch Investment Managers   September 2004 - November 2004

Skills
Investments, Commercial Lending, Financial Modeling, Finance, Loans, Securities, CDO, Fixed Income, Microsoft Excel, Portfolio Management, Financial Analysis, Accounting, Credit Analysis, Credit, Mutual Funds, Derivatives, ABS, Cash Flow, MBS, Bloomberg, Structured Finance, CDS, Asset Management, Asset Based Lending, Commercial Banking, Treasury Management, Securitization, Bloomberg Terminal, Swaps, Structured Products, Bonds, Valuation, Investment Banking, Equities, Cash Management

Education
DePaul University   2000 — 2004
Bachelors, Finance

Lane Tech HS   1996 — 2000
Diploma, Math/Science

Denis Shovkoplyas Denis Shovkoplyas Greater New York City Area Details
Denis Shovkoplyas's Merrill Lynch Investment Managers Experience October 2004 - April 2006
Job Executive Director
Industry Financial Services
Experience
J.P. Morgan, Global Wealth Management   August 2013 - Present
UBS  May 2011 - May 2013
Merrill Lynch  March 2010 - May 2011
VTB Capital  July 2008 - March 2009
Merrill Lynch  April 2006 - July 2008
Merrill Lynch Investment Managers   October 2004 - April 2006
Merrill Lynch Investment Managers   July 2002 - September 2004

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA

American International College   1998 — 2002
BSBA

Phoebe Venkat Phoebe Venkat San Francisco Bay Area Details
Phoebe Venkat's Merrill Lynch Investment Managers Experience July 2004 - July 2006
Job Community Builder and Manager // Collaboration Enthusiast // Intrepreneur // Change Agent // Dreamer
Industry Internet
Experience
salesforce.com  April 2014 - Present
ADT Security Services  July 2012 - January 2014
Pivot and Social Week   December 2011 - January 2014
Tyco Fire & Security  November 2010 - July 2012
Bloomberg LP  January 2010 - October 2010
Merrill Lynch  August 2006 - November 2009
Merrill Lynch Investment Managers   July 2004 - July 2006
Johnson & Johnson - Networking & Computing Services   August 2001 - August 2002
Sensors Unlimited, Inc.   June 1999 - May 2001

Skills
Community Management, Enterprise collaboration, Enterprise Social..., Leadership, Internal Communications, Enterprise Software, Digital Strategy, Corporate Communications, Content Strategy, Thought Leadership, Marketing Communications, Social Media, Social Networking, Online Marketing, Web Content Management, Project Management, Vendor Management, Management, Marketing, Content Management, Integrated Marketing, Editing, Social Enterprise, Project Planning, Media Relations, Employee Engagement, Corporate Branding, Copywriting, Web Design, Social Media Marketing, B2B Marketing, Strategic Partnerships, Program Management, Online Community..., Online Communications, Web Project Management, Enterprise networking..., Web Content, Digital Marketing, Human Resources, Email Marketing, Content Development, Change Communication, Brand Communication, Writing, Culture Change, Content curation, Blogging, Yammer, Chatter

Education
Boston University
BS

Javier Serna Javier Serna Greater Los Angeles Area Details
Javier Serna's Merrill Lynch Investment Managers Experience February 2008 - May 2008
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
Comerica Bank  October 2010 - July 2012
Union Bank  February 2010 - October 2010
Wells Fargo  June 2009 - September 2009
Bank of the West  June 2008 - August 2008
Merrill Lynch Investment Managers   February 2008 - May 2008
Citibank  November 2007 - May 2008
Bank of the West  June 2007 - July 2007

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2005 — 2008
Business Administration

Bloomington High

Dan Whalen Dan Whalen Greater New York City Area Details
Dan Whalen's Merrill Lynch Investment Managers Experience July 1996 - June 2003
Job Senior Vice President at ICR
Industry Financial Services
Experience
ICR  January 2015 - Present
Topeka Capital Markets, Inc  September 2012 - January 2015
Auriga USA, LLC  September 2011 - June 2012
CapStone Investments  September 2009 - September 2011
Dahlman Rose & Co.   February 2008 - February 2009
Bear Stearns  May 2004 - February 2008
Harold C. Brown & Co.   June 2003 - September 2004
Merrill Lynch Investment Managers   July 1996 - June 2003

Skills
Metals, Specialty Materials, Proven track record as..., Leveraging all..., Buy-side, Sell Side

Education
Bucknell University   1992 — 1996
BA, Major: Economics; Minor: Biology

Delbarton   1989 — 1992
High School Diploma

Kerry Bowers Kerry Bowers Greater New York City Area Details
Kerry Bowers's Merrill Lynch Investment Managers Experience 2000 - 2006
Job Seasoned Professional in Facilities, Administration, Business Continuity and Business Management
Industry Financial Services
Experience
Realty Executives  December 2012 - Present
BlackRock  October 2006 - January 2012
Merrill Lynch Investment Managers   2000 - 2006
Merrill Lynch  1995 - 2000

Skills
Disaster Recovery, Business Continuity, Contract Negotiation, Negotiation, Project Management, Vendor Management, Facilities Management, Real Estate License, Financial Services, Asset Managment, Operations Management, Business Process..., Risk Management, Real Estate, Mergers & Acquisitions..., Records Management, Sourcing Services, Leadership, Strategic Planning, Business Services, Presentations, On-boarding /..., Transportation, ATMs, Hospitality, Asset Management, Corporate Real Estate, Contract Management, Financial Analysis, Securities, Market Data, Portfolio Management, Procurement, Six Sigma, Strategy, Process Improvement, Financial Markets, Operational Risk..., Security, Outsourcing, Management, Budgets, Property Management, Integration, Data Center, Mergers & Acquisitions, Executive Management

Education
American School of Business
NJ Real Estate Salesperson license

Berkeley College-Woodland Park
Associate's degree

Chad Rainey, CFP® Chad Rainey, CFP® Dallas/Fort Worth Area Details
Chad Rainey, CFP®'s Merrill Lynch Investment Managers Experience June 1999 - August 1999
Job Certified Financial Planner® at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments  April 2014 - Present
***See Prior Affiliation Summary***   March 2003 - May 2014
Allstate Insurance Company  May 2012 - April 2014
Allstate Insurance  September 2005 - May 2012
Allstate Financial  June 2003 - September 2005
1st Global  December 1999 - June 2003
Baylor University  August 1995 - December 1999
Merrill Lynch Investment Managers   June 1999 - August 1999
Active Wealth Management   June 1999 - August 1999

Education
Baylor University   1995 — 1999
Finance, Personal Financial Planning

Baylor University - Hankamer School of Business   1995 — 1999
Finance & Financial Planning, Double Major: Finance & Financial Planning

Andrew Pardy, CFA, MBA Andrew Pardy, CFA, MBA Toronto, Canada Area Details
Andrew Pardy, CFA, MBA's Merrill Lynch Investment Managers Experience January 1999 - January 2001
Job Managing Director at Satoruum
Industry Management Consulting
Experience
Satoruum   January 2014 - Present
Aplin Executive, formerly Executive Source Partners   March 2011 - January 2014
Robert Half International  August 2005 - March 2011
SunGard Capital Markets  January 2001 - August 2005
Merrill Lynch Investment Managers   January 1999 - January 2001
Dow Jones  1997 - 1999

Skills
Corporate Finance, Risk Management, Equities, Portfolio Management, Financial Analysis, Financial Services, Financial Reporting, Accounting, Executive Search, Trading, Fixed Income, Capital Markets, Valuation, Asset Management, Forecasting, Derivatives, Banking, Business Analysis, Financial Accounting, Treasury Management, Enterprise Risk..., Hedge Funds, Cash Management, Securities, Financial Markets, Investments, Bloomberg, Credit Risk, Investment Banking, Treasury, Asset, Performance Measurement, Options, Finance Operations, Compliance, Mutual Funds, Internal Audit, Cash Flow Forecasting, Currency, Debt, SOX, Cash, IFRS, Credit Analysis, Risk, Back Office, Psychological Assessment, Career Assessment, Risk Assessment, Management Consulting

Education
CFA - Chartered Financial Analyst, AIMR   2000 — 2003
CFA, Chartered Financial Analyst

Clarkson University   1996 — 1997
MBA, MBA

Memorial University of Newfoundland   1990 — 1995
B Comm, Business

The Attentional and Interpersonal Style Inventory (TAIS)

Colin Nimsz, Esq. Colin Nimsz, Esq. Orange County, California Area Details
Colin Nimsz, Esq.'s Merrill Lynch Investment Managers Experience August 2005 - December 2005
Job Founder at UVEST
Industry Financial Services
Experience
UVEST   August 2015 - Present
Colin Nimsz Attorney at Law   January 2010 - Present
AXA Advisors  January 2011 - August 2015
Voltage Pictures  May 2007 - August 2008
State of New Jersey Office of the Attorney General  December 2005 - August 2006
Merrill Lynch Investment Managers   August 2005 - December 2005
Congressman Jon Corzine's Gubernatorial Campaign   August 2005 - October 2005
Assumption University  June 2003 - August 2005
UPS  July 2002 - June 2003
Congress Woman Helen Delich Bentley   May 2002 - August 2002

Skills
Civil Litigation, Research, Microsoft Word, Litigation, Microsoft Office, PowerPoint, Legal Research, Westlaw, Microsoft Excel, Spanish, Employment Law, Legal Writing, Intellectual Property, Securities, Editing, Proposal Writing, Bankruptcy, Project Management, Outlook, Social Media, Entertainment Law, Leadership

Education
Chapman University, School of Law   2006 — 2009
Doctor of Law (JD), Law

Loyola University Maryland   1998 — 2002
BBA, International Business, Managment Information Systems

Sandy Petty Sandy Petty Greater Philadelphia Area Details
Sandy Petty's Merrill Lynch Investment Managers Experience 1991 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
State Street Corporation  2001 - 2012
Merrill Lynch Investment Managers   1991 - 2001
Merrill Lynch Asset Managenment   1985 - 1989

Skills
Mutual Funds, Securities, Equities, Asset Allocation, Investments, Capital Markets, Fixed Income, Bloomberg, Valuation, Fund Accounting, Account Reconciliation

Education
Delaware Valley College
Bachelor of Business Administration (B.B.A.)

Ramzi Sliheet Ramzi Sliheet Orange County, California Area Details
Ramzi Sliheet's Merrill Lynch Investment Managers Experience January 1994 - July 1999
Job Real Estate, Lending & Investments
Industry Real Estate
Experience
Link Realty Group   December 2002 - Present
Western Reliance Funding Group, Inc.   July 2000 - January 2014
Emerald Financial Group  May 1995 - July 2000
Merrill Lynch Investment Managers   January 1994 - July 1999

Skills
Residential, Mortgage, Short Sales, Purchase, Real Estate, Refinance, Loans, Mortgage Lending, First Time Home Buyers, Investors, Investment Properties, First Time Buyers, New Home Sales, Real Estate Investment, Property Management, Negotiation, Referrals, Residential Homes, FHA, Finance, Foreclosures

Education
Laguna Hills High School   1986 — 1988

California State University-Fullerton
BA, Finance

California State University-Long Beach
BS, Electrical Engineering

Andrew Potter, CFA Andrew Potter, CFA Greater New York City Area Details
Andrew Potter, CFA's Merrill Lynch Investment Managers Experience June 2005 - August 2005
Job Vice President Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein  March 2015 - Present
AllianceBernstein  August 2007 - March 2015
Citigroup Investment Banking Technology   June 2006 - August 2006
Merrill Lynch Investment Managers   June 2005 - August 2005
Merrill Lynch Global Private Client  June 2004 - August 2004

Skills
Fixed Income Portfolio..., Data Analysis, Econometric Modeling, Financial Analysis, Asset Allocation, Portfolio Optimization, Performance Attribution, Programming, Portfolio Management, Asset Management, Fixed Income, Investment Strategies

Education
Colgate University   2003 — 2007
BA, Physics, Economics

University of Wollongong   2005 — 2005
Colgate University Off-Campus Study Group

Glen Ridge High School   1999 — 2003
Diploma

FABIO SAVOLDELLI FABIO SAVOLDELLI Greater New York City Area Details
FABIO SAVOLDELLI's Merrill Lynch Investment Managers Experience 1997 - 2007
Job Adjunct Professor at Columbia University
Industry Financial Services
Experience
Columbia University  September 2007 - Present
Optima Fund Management  May 2007 - May 2012
Merrill Lynch Investment Managers   1997 - 2007
Chase Manhattan Bank  1995 - 1997
Swiss Bank Corporation Portfolio Management International   1989 - 1995
Bank of Tokyo International Asset Management   September 1987 - November 1989

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Equities, Portfolio Management, Investments, Structured Products, Global Macro, Derivatives, Managed Futures, Bloomberg, Asset Allocation, Due Diligence, Investment Strategies

Education
London School of Economics and Political Science   1986 — 1987
DBS, Business

University of Windsor   1981 — 1985
BA, Economics

Upper Canada College

Patrick Todd, CFA Patrick Todd, CFA Greater New York City Area Details
Patrick Todd, CFA's Merrill Lynch Investment Managers Experience 2005 - 2006
Job Health Care Analyst
Industry Investment Management
Experience
Harding Loevner LP  2012 - Present
GAMCO Investors  2011 - 2012
Ironbound Capital   2006 - 2010
US Rowing  2001 - 2008
Merrill Lynch Investment Managers   2005 - 2006

Education
Columbia University - Columbia Business School   2010 — 2011
MBA, Applied Value Investing

Harvard University   1998 — 2002
BA, Biochemical Sciences

Richard Jenkins Richard Jenkins Greater New York City Area Details
Richard Jenkins's Merrill Lynch Investment Managers Experience 1999 - 2004
Job Founder/COO Alternative Investments
Industry Investment Management
Experience
Stone Toro   November 2009 - Present
Zynin Capital Management LLC   August 2009 - November 2012
Merrill Lynch  2004 - 2008
Merrill Lynch Investment Managers   1999 - 2004
PRICE WATERHOUSE COOPER  June 1981 - September 1983

Skills
Asset Management, Investments, Wealth Management, Alternative Investments, Hedge Funds, Financial Planning, Equities, Portfolio Management, Management, Securities

Education
California State University-Los Angeles   1978 — 1981
BS, Accounting and Finance

John M. De Clue, CFA John M. De Clue, CFA Greater Minneapolis-St. Paul Area Details
John M. De Clue, CFA's Merrill Lynch Investment Managers Experience January 1999 - September 2006
Job Chief Investment Officer, | International Investment Strategist | U.S. Bank
Industry Investment Management
Experience
U.S. Bank   November 2009 - Present
BlackRock  October 2006 - July 2009
Merrill Lynch Investment Managers   January 1999 - September 2006

Skills
Alternative Investments, Asset Allocation, Investment Management, Investment Strategies, Fixed Income, Hedge Funds, Global Investment..., International..., Investment Spokesperson, Public Speaking, Media Trained, Financial Services, Banking, Bloomberg, Investments, Financial Analysis

Education
Colgate University
BA, English Literature

The George Washington University - School of Business
MBA

Michael Zizmer Michael Zizmer Orlando, Florida Area Details
Michael Zizmer's Merrill Lynch Investment Managers Experience January 1988 - November 2008
Job Private Wealth Advisor Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management  November 2008 - Present
Merrill Lynch Investment Managers   January 1988 - November 2008

Skills
Series 7, Series 65, Series 63, Series 31, Financial Planning, Alternative Investments, Financial Markets, Investments, Variable Annuitites, LIfe Insurance

Education
Colorado State University
BA, Finance

Dan Jacobson Dan Jacobson Greater Boston Area Details
Dan Jacobson's Merrill Lynch Investment Managers Experience July 2002 - July 2004
Job Commercial Real Estate Investment Advisor, High Yield Debt, Direct Acquisition Group
Industry Real Estate
Experience
AEW Capital Management  February 2013 - Present
HCG  October 2010 - February 2013
JMF Investment Advisory, LLC   July 2009 - November 2010
CrossHarbor Capital   April 2006 - June 2009
Merrill Lynch Investment Managers   July 2002 - July 2004

Skills
Real Estate Investment, Real Estate Development, Real Estate Finance, Real Estate Financing, Real Estate Transactions, Real Estate Negotiation, Real Estate Investor, Structured Finance, Legal Documentation, Financial Markets, Capital Markets, Capital Markets Analysis, Commercial Real Estate, Commercial Real Estate..., Real Estate Economics, Investment Properties, Investments, Asset Management, Due Diligence, Portfolio Management, Real Estate, Finance, Acquisitions, Equities, Valuation, Financial Modeling, Funding

Education
Massachusetts Institute of Technology - Sloan School of Management   2000 — 2002
MBA, Real Estate, Finance, Business

Cornell University
Bachelor’s Degree, Arts and Sciences

Weston High School

Michael Guilsher Michael Guilsher Birmingham, Alabama Area Details
Michael Guilsher's Merrill Lynch Investment Managers Experience April 1983 - March 1990
Job I specialize in preparing clients for their postemployment years; so that work may become optional.
Industry Financial Services
Experience
Meld Financial   March 2014 - Present
NBC Securites, Inc.   May 1997 - February 2014
Signet Financial Services   April 1990 - May 1995
Merrill Lynch Investment Managers   April 1983 - March 1990

Skills
Retirement Planning, Finance, Financial Advisory, Securities, Wealth Management, Investments, Financial Analysis, Mutual Funds, Risk Management, Portfolio Management, Variable Annuities, Pensions, Strategic Financial..., Securities Offerings, Tactical Asset..., Asset Allocation, Point & Figure..., Exchange Traded Funds..., Global Asset Allocation, Risk Mangement, 401(k) Allocations, Small Business..., Retirement Income..., Retirement, Financial Markets, Asset Management, IRAs, Investment Advisory, Financial Services

Education
Boston University - School of Management   1976 — 1980
Finance, Investment Management & Economics

Marc Scudillo, CPA, CFP, MBA, AIFA Marc Scudillo, CPA, CFP, MBA, AIFA Greater New York City Area Details
Marc Scudillo, CPA, CFP, MBA, AIFA's Merrill Lynch Investment Managers Experience 1996 - 1998
Job Managing Officer at EisnerAmper Wealth Management & Corporate Benefits
Industry Financial Services
Experience
EisnerAmper Wealth Management & Corporate Benefits, LLC   2001 - Present
1st Global  1998 - 2000
Merrill Lynch Investment Managers   1996 - 1998
KPMG  1994 - 1996

Skills
Business Consultant, Family Business, Family Planning, Estate Planning, Wealth Management..., Financial Analysis

Education
College Of Financial Planning   1997 — 1998
Certified Financial Planner (CFP), Personal and corporate financial strategies to better personal planning and exit planning for owners

New York University - Leonard N. Stern School of Business   1994 — 1996
MS, MBA, Accounting & Finance

Colgate University   1990 — 1994
Bachelor of Arts (BA), Economics, minor in German

Aram Ciamician Aram Ciamician New York, New York Details
Aram Ciamician's Merrill Lynch Investment Managers Experience November 2008 - June 2010
Job Director CIB Strategic Advisory Credit Team at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ  October 2011 - Present
Merrill Lynch Investment Managers   November 2008 - June 2010
Barclays Capital  March 2005 - November 2008
Citigroup  August 2002 - March 2005
Goldman Sachs  August 1995 - August 2000

Skills
Credit, Debt, Loans, Leveraged Finance, Bonds, Capital Structure, Hedging, Corporate Finance, Financial Modeling, Financial Analysis, Fixed Income, Investment Banking, Capital Markets, Derivatives, Valuation, Risk Management, Banking, LBO, Risk, Private Equity, Structuring, Due Diligence, Equities, Mergers, Portfolio Management, Series 7, Credit Analysis, Credit Risk, Bloomberg, Financial Markets, Economics, Securities

Education
Columbia University - Columbia Business School   2000 — 2002
MBA, Finance

Columbia University in the City of New York   1991 — 1995
BA, Economics

Elison Elliott Elison Elliott Greater New York City Area Details
Elison Elliott's Merrill Lynch Investment Managers Experience July 2002 - May 2009
Job Managing Partner at Global Strategies Investment Management, LLC
Industry Investment Management
Experience
New York State Senate  March 2010 - Present
Global Strategies Investment Management, LLC   May 2008 - Present
Merrill Lynch Investment Managers   July 2002 - May 2009
Morgan Stanley & Co.   June 2000 - July 2002
NYC Economic Development Corp.  March 1994 - December 1999

Skills
Investment Advisory, Client Acquisition, New Business Development, Capital Markets, Investments, Economic Development, Portfolio Management, Research, Privatization, Political Risk Analysis, Asset Management, Banking, Securities, Fixed Income, Hedge Funds

Education
Columbia University - School of International and Public Affairs   1998 — 2000
Masters

City University of New York   1986 — 2000
B.A.

Frank Policare Frank Policare Greater Philadelphia Area Details
Frank Policare's Merrill Lynch Investment Managers Experience September 1994 - October 1999
Job Owner, Penn Wealth Planning
Industry Financial Services
Experience
Penn Wealth Planning   January 2003 - Present
Wachovia Securities, LLC  November 1999 - January 2003
Merrill Lynch Investment Managers   September 1994 - October 1999
Mortgage Solutions  September 1988 - August 1994
Princeton Bank   1986 - 1987

Education
Bucks County Community College

Gaia DiLoreto Gaia DiLoreto Brooklyn, New York Details
Gaia DiLoreto's Merrill Lynch Investment Managers Experience 1999 - 2001
Job Owner, By Brooklyn
Industry Retail
Experience
By Brooklyn   March 2011 - Present
Tower Group Companies  June 2006 - October 2009
Rothschild  October 2005 - May 2006
Rothschild  2001 - 2005
Merrill Lynch Investment Managers   1999 - 2001

Skills
Social Media, Social Networking, Business Strategy, Project Management, Vendor Management, Strategic Planning, Business Analysis, Customer Service, Marketing, Microsoft Office, Management, Retail, Nonprofits, Entrepreneurship, Budgets, Event Planning, Social Media Marketing, Team Building, Online Marketing, Email Marketing, Event Management, Small Business, Business Development, Leadership

Education
Institute of Culinary Education   2010 — 2010
Diploma, Culinary Management

Baruch College, City University of New York (CUNY)   2004 — 2005
Continuing Education, Finance and Accounting

New York University   2003 — 2003
Continuing Education, Human Resources

Trinity College-Hartford   1992 — 1996
BA, Sociology

Macquarie University   1995 — 1995
Study Abroad, Sociology

Maxwell Hoffman Maxwell Hoffman Greater New York City Area Details
Maxwell Hoffman's Merrill Lynch Investment Managers Experience May 2010 - August 2010
Job OmniChannel Merchandise Planner at ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey)
Industry Apparel & Fashion
Experience
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey)   March 2015 - Present
ANN INC.  December 2013 - April 2015
ANN INC.  September 2013 - December 2013
Gap Inc./Gap   July 2013 - September 2013
Grinnell Designs   May 2013 - July 2013
Ameriprise Financial Services, Inc.   2011 - April 2013
Merrill Lynch Investment Managers   May 2010 - August 2010
SUNY Oneonta  August 2009 - May 2010
Fujifilm  July 2009 - August 2009

Skills
SAP BI, Merchandise Planning, Microsoft Excel, Equities, Finance, Microsoft Word, Microsoft Office, Financial Modeling, Marketing Strategy, Research, Series 7, PowerPoint, QuickBooks, Merchandising, Financial Analysis, Sales, Uniform Combined State..., Time Management, ETFs, Merchandise Pl

Education
Fashion Institute of Technology   2013 — 2013
Associate of Arts and Science (A.A.) Evening and Weekend Program, Fashion Merchandising Management, Cum Laude

State University of New York College at Oneonta   2007 — 2010
BAS, Business Economics, Cum Laude

Bosphorus University

Ernst Kosower, CIMA® Ernst Kosower, CIMA® Greater Chicago Area Details
Ernst Kosower, CIMA®'s Merrill Lynch Investment Managers Experience July 1999 - October 2000
Job Regional Sales Director at Snow Capital Management L.P.
Industry Financial Services
Experience
Snow Capital Management L.P.   April 2010 - Present
Pono Consulting   July 2006 - March 2010
Phoenix Investment Partners  2005 - 2006
Laurel Capital Advisors   November 2001 - February 2005
Delaware Investments  November 2000 - October 2001
Merrill Lynch Investment Managers   July 1999 - October 2000
Merrill Lynch Consulting Services   April 1995 - June 1999
Merrill Lynch  November 1984 - March 1995

Skills
Asset Management, Investments, Funding, SMA, Public Speaking, Endowments, Alternative Investments, Separately Managed..., Investment Advisory, Asset Allocation, Investment Strategies, Series 65, Mutual Funds, Taft-Hartley

Education
Ashland University   1975 — 1979
B.A., Communications & Marketing

Daniel J. Dart Daniel J. Dart Princeton, New Jersey Details
Daniel J. Dart's Merrill Lynch Investment Managers Experience August 2002 - December 2006
Job Investment Management Professional
Industry Investment Management
Experience
Merrill Lynch Investment Managers   August 2002 - December 2006
AllianceBernstein  1994 - 2000

Education
Boston College   1974 — 1978
B.S., School of Management

Tasos Karatzoulidis Tasos Karatzoulidis Greater Boston Area Details
Tasos Karatzoulidis's Merrill Lynch Investment Managers Experience July 2006 - September 2006
Job Financial Systems Analyst at Southern New Hampshire University
Industry Financial Services
Experience
Southern New Hampshire University  September 2014 - Present
Epsilon  February 2012 - September 2014
Hellenic American University  June 2007 - January 2012
Kanteres Real Estate, Inc   January 2011 - December 2011
Kanteres Real Estate, Inc.   June 2005 - June 2008
Merrill Lynch Investment Managers   July 2006 - September 2006
Southern New Hampshire University  June 2005 - May 2006

Skills
SQL, Microsoft Office, Databases, HTML, PeopleSoft, Microsoft Excel, Management, PHP, Dreamweaver, Visio, Accounting, Process Improvement, OOP, SPSS, Photoshop, International Education, Outlook, Database Marketing, Email Marketing, General Ledger, Access, Integration, Essbase, Sarbanes-Oxley Act, VBA, .NET, Eviews, Blackline, Analysis, Social Media

Education
Southern New Hampshire University   2005 — 2007
Master, Business Administration, Finance, 3.83/4.00

American College of Thessaloniki   2000 — 2004
Bachelor of Science, Computer Management of Information Systems

Tom Ptak Tom Ptak Eugene, Oregon Area Details
Tom Ptak's Merrill Lynch Investment Managers Experience August 2000 - April 2002
Job Instructor of Geography at University of Oregon
Industry Higher Education
Experience
University of Oregon  September 2010 - Present
University of Oregon  June 2010 - Present
The Holden Leadership Center, University of Oregon   August 2008 - June 2010
Alt-U   January 2006 - August 2008
Central Washington University  January 2005 - December 2005
JP Morgan/Chase Manhattan   May 2002 - December 2004
Merrill Lynch Investment Managers   August 2000 - April 2002

Education
University of Oregon   2010 — 2015
PhD, Geography

University of Oregon   2008 — 2010
Masters, Human Geography

Macquarie University   2007 — 2007
Bsc Hons, Human Geography

Central Washington University   2005 — 2005
Bsc, Human Geography

Macquarie University   2003 — 2006
Bsc, Human Geography

Cindy Chen Cindy Chen San Francisco Bay Area Details
Cindy Chen's Merrill Lynch Investment Managers Experience August 1999 - February 2002
Job Strategic Sales | Senior Account Executive at Conversant
Industry Internet
Experience
Conversant Inc.  September 2012 - Present
Hopparazzi Photography   May 2008 - Present
TellApart  April 2011 - May 2012
MyPoints.com  May 2009 - April 2011
MyPoints.com  September 2006 - May 2009
Classmates   May 2005 - September 2006
AskMe Corp   September 2004 - December 2004
Tiffany & Co  April 2002 - September 2004
Merrill Lynch Investment Managers   August 1999 - February 2002
Merrill Lynch & Co.   July 1997 - July 1999

Skills
Photography, Cooking, Online Marketing, E-commerce, Online Advertising, Web Analytics, Product Management, PPC, SEM, Digital Marketing, Analytics, Email Marketing, Lead Generation, Product Marketing, Business Development, SEO, Marketing Strategy, Start-ups, Social Media, Social Media Marketing, Affiliate Marketing, Display Advertising, Web Marketing, Customer Acquisition, CRM, Mobile Marketing, Digital Media, Digital Strategy, Direct Marketing, Competitive Analysis, Sales, Google Analytics, Google Adwords, Interactive Marketing, Strategic Partnerships, Integrated Marketing, Multi-channel Marketing, Salesforce.com, Media Buying, Mobile Advertising, Marketing, B2B Marketing

Education
Harvard University   1995 — 1997
BA

California Institute of Technology   1993 — 1994

Whitney High School   1989 — 1993

立人小學   1981 — 1986

Zhuoying (Joy) Xu Zhuoying (Joy) Xu Greater New York City Area Details
Zhuoying (Joy) Xu's Merrill Lynch Investment Managers Experience 1999 - 2000
Job Director at Verizon Investemnt Management Corp.
Industry Investment Management
Experience
Verizon Investment Management Corp.  January 2006 - Present
Verizon Communications  January 2004 - December 2005
Verizon  2000 - 2003
Merrill Lynch Investment Managers   1999 - 2000
Merrill Lynch  1998 - 1999

Skills
Tactical Asset..., Asset Allocation, Portfolio Management, Research, Risk Management, Investment Strategies

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 1998
Master, Finance

Tianjin University of Technology
BA, English

Rhonda Maxwell Rhonda Maxwell Greater Los Angeles Area Details
Rhonda Maxwell's Merrill Lynch Investment Managers Experience December 1992 - August 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  January 2009 - Present
Wachovia Securities, LLC  August 2001 - October 2011
A.G. Edwards & Sons, Inc.   August 2001 - October 2007
Merrill Lynch Investment Managers   December 1992 - August 2001
The Press Enterprise  November 1990 - December 1992

Skills
Investments, Finance, Mergers & Acquisitions, Retirement Planning, Small Business, Fixed Annuities

Education
California State University-Long Beach   2003 — 2004
CSPG, Financial Planning

San Diego State University-California State University   1999 — 2000
Certificate in Personal Financial Planning, Personal Financial Planning

University of Northern Iowa   1986 — 1990
BA, Economics, Science, Communications

California State University-Dominguez Hills   1988 — 1989

University of Northern Iowa
Bachelors

Jennifer Barbieri, CPA, CGMA Jennifer Barbieri, CPA, CGMA Greater New York City Area Details
Jennifer Barbieri, CPA, CGMA's Merrill Lynch Investment Managers Experience May 2005 - July 2006
Job Accounting Professional
Industry Executive Office
Experience
The Stem   2015 - Present
MoneyLion   January 2014 - Present
The Barbieri Group   March 2009 - Present
Proficient Accounting Solutions LLC   March 2009 - June 2013
Performance Training Institute  May 2012 - August 2012
Fox Asset Management LLC   July 2006 - March 2009
Merrill Lynch Investment Managers   May 2005 - July 2006
Brown Brothers Harriman  2002 - 2005
The Bank of New York Mellon  November 1999 - 2002
Freidman Alpren and Green LLP   March 1997 - November 1999

Skills
Accounting, Internal Controls, Managerial Finance, Banking, Process Improvement, Financial Services, Financial Analysis, Financial Reporting, Strategic Financial..., Cash Management, Account Reconciliation, Financial Accounting, Financial Modeling, Finance, Small Business, Analysis, Cash Flow, Business Analysis, Tax, Corporate Finance, Mergers & Acquisitions, Valuation, Business Development, Auditing, Management, QuickBooks, Financial Statements, Leadership, Sarbanes-Oxley Act, Executive Management, General Ledger, CPA, GAAP, US GAAP, Cash Flow Forecasting, Forecasting, Cost Accounting, Variance Analysis, Internal Audit, Payroll

Education
City University of New York-Baruch College   1992 — 1997
Bachelor of Business Administration, Accounting

Dain Kirkpatrick Dain Kirkpatrick Greater Los Angeles Area Details
Dain Kirkpatrick's Merrill Lynch Investment Managers Experience December 2008 - Present
Job Financial Advisor at Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch Investment Managers   December 2008 - Present
Musician  1982 - 2013
MiniMax-USA   2002 - 2007
Eckart and Noel Productions   January 1990 - January 2000

Skills
Investments, Wealth Management, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Portfolio Management, Investment Advisory, Strategic Financial..., Asset Managment, Securities, Asset Management, Series 63, Project Management, Composition, Finance, Investment Strategies, Recording, 401k, Music Production, Music, Financial Services, Entertainment, Entrepreneurship, Band, Audio Engineering, Music Industry, Bonds, Sound, Wealth, Retirement, Hedge Funds, Private Equity, Fixed Annuities, Studio Recording, Financial Planning, Bands

Education
California State University-Fullerton   1984 — 1988
BS, Electronic Engineering

Santiago High School   1979 — 1982

Kelli King, CFP®, Kelli King, CFP®, Naperville, Illinois Details
Kelli King, CFP®,'s Merrill Lynch Investment Managers Experience 2000 - 2005
Job Senior Portfolio Manager at BMO Private Bank
Industry Investment Management
Experience
BMO Harris Private Banking  January 2014 - Present
Calamos Wealth Management LLC   2005 - 2009
Merrill Lynch Investment Managers   2000 - 2005
First Chicago  1994 - 2000

Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Advisory, Alternative Investments, Morningstar

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA Finance, Finance, General

The American College
Financial Planning and Services

University of Illinois at Urbana-Champaign - College of Business
B.S. Finance, Accounting and Finance

Jackie Bunn Jackie Bunn Greater New York City Area Details
Jackie Bunn's Merrill Lynch Investment Managers Experience 2000 - 2002
Job Experienced Marketing Executive with Online Marketing and Entrepreneurial Successes
Industry Internet
Experience
OrderCorner   2006 - Present
LifeMadeSimple LLC   2003 - 2006
Merrill Lynch Investment Managers   2000 - 2002
Merrill Lynch Investment Managers   1998 - 2000
PA Consulting Group  1978 - 1982
PA Consulting Group  1978 - 1982

Skills
Strategy, Marketing, Competitive Analysis, Marketing Strategy, Management, Email Marketing, Leadership Development

Education
New York University - Leonard N. Stern School of Business   1983 — 1985
MBA, International Business & Corporate Strategy

Coventry University   1974 — 1978
BA (Honours), French and German

Megan Kyle Marino Megan Kyle Marino New York, New York Details
Megan Kyle Marino's Merrill Lynch Investment Managers Experience May 2006 - August 2007
Job Associate Merchandise Planner
Industry Luxury Goods & Jewelry
Experience
Cartier  April 2012 - Present
Women's Wear Daily  January 2012 - April 2012
Town Motors Porsche   November 2010 - January 2012
Diane von Furstenberg  October 2009 - October 2010
FEED Projects LLC   February 2009 - June 2009
Judith Ripka  January 2008 - April 2008
Merrill Lynch Investment Managers   May 2006 - August 2007
Gucci  December 2006 - January 2007
Conde Nast  May 2006 - August 2006

Skills
Luxury Goods, Merchandising, Fashion, Trend Analysis, Facebook, Public Relations, Sales, Retail, Marketing, Jewelry, Visual Merchandising

Education
Columbia University in the City of New York   2004 — 2008
BA, Philosophy

Bruce E. Wolfe, CFA Bruce E. Wolfe, CFA Greater New York City Area Details
Bruce E. Wolfe, CFA's Merrill Lynch Investment Managers Experience 2000 - 2002
Job Managing Director & COO, U.S. Retirement Group at BlackRock
Industry Investment Management
Experience
BlackRock  January 2014 - Present
C.S. Wolfe & Associates, LLC   January 2013 - December 2013
Allianz Global Investors  2006 - 2012
Webster Financial Corporation  2002 - 2006
Merrill Lynch Investment Managers   2000 - 2002
Morgan Stanley & Company  1996 - 2000

Skills
Investments, Private Equity, Wealth Management, Financial Services, Business Strategy, Start-ups, Series 7, Investment Strategies, M&A experience, Business Re-organisation, Expense Management, Thought Leadership, International Joint..., Private Banking, Retirement Planning, Corporate Development, Business Transformation, Management Consulting, Finance Transformation, Business Turn-arounds, Full P&L Responsibility, Leading Change, C Suite, Team Leadership

Education
Columbia University - Columbia Business School   1989 — 1991
MBA

The Johns Hopkins University   1981 — 1985
BS, Materials Science

Michael Stavola Michael Stavola Greater New York City Area Details
Michael Stavola's Merrill Lynch Investment Managers Experience September 2009 - 2011
Job Private Banker at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  April 2012 - Present
Merrill Lynch Investment Managers   September 2009 - 2011
NYSE  1994 - June 2009
New York Stock Exchange (NYSE Euronext)   1994 - 2009
Bear Stearns  August 1994 - August 2006
NYSE  1994 - 2006

Skills
Series 7, Trading, Equities, ETFs, Equity Trading, Investments, Securities, Options, Electronic Trading, Financial Markets, FINRA, Wealth Management, Series 66, Financial Planning, Mutual Funds, Insurance

Education
City University of New York-Brooklyn College   1991 — 1993
Economics

Chad Boles, CFP Chad Boles, CFP Greater Atlanta Area Details
Chad Boles, CFP's Merrill Lynch Investment Managers Experience June 2001 - November 2008
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  2008 - Present
Merrill Lynch Investment Managers   June 2001 - November 2008

Education
Georgia State University - J. Mack Robinson College of Business   1999 — 2001
MBA, Executive

Auburn University   1986 — 1990
BSCE, Civil Engineering

Rajesh Yarlagadda Rajesh Yarlagadda New York, New York Details
Rajesh Yarlagadda's Merrill Lynch Investment Managers Experience December 2005 - April 2007
Job Senior Associate at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  January 2010 - Present
Credit Suisse  January 2010 - Present
Credit Suisse  2010 - 2012
Mahindra Satyam  December 2005 - December 2009
Bank of America  December 2008 - May 2009
Merrill Lynch  May 2007 - November 2008
Merrill Lynch Investment Managers   December 2005 - April 2007
CES (P) Ltd   February 2004 - November 2005

Skills
Web Services, .NET, SQL Server, WCF, SSIS, Silverlight, WPF

Education
Acharya Nagarjuna University   2001 — 2003
M.Sc, Information Systems

Acharya Nagarjuna University   1998 — 2001
B.C.A, Computer Applications

Mary Kay Duffy Mary Kay Duffy Pittsfield, Massachusetts Area Details
Mary Kay Duffy's Merrill Lynch Investment Managers Experience 2006 - 2007
Job Creative Business Support Professional
Industry Design
Experience
Whoozette.com   April 2015 - Present
Yam Graphics   November 2009 - April 2015
Marakon Associates  January 2007 - October 2008
Merrill Lynch Investment Managers   2006 - 2007
Columbia University  2004 - 2006
Bear Stearns  1998 - 2002

Skills
Graphic Design, Illustrator, Logo Design, Photoshop, Advertising, Editing, Marketing, Graphics, Event Planning, Training, Microsoft Office, Proofreading, Brand Development, Adobe Acrobat, Adobe Creative Suite, Project Management, Video Editing, Mac, PowerPoint, Creative Direction, Event Management, Social Media, Research, Art, Photography, InDesign, Corporate Identity, Brochures, Typography, Posters, Publishing, Video, Leadership, Web Design

Education
Columbia University in the City of New York   2004 — 2006
N/A, Creative Writing, Web Design, Digital Studio production, 4.0

Skidmore College   2002 — 2003

New York University
Graphics and Sound Design

Temple University
B.S., Speech & Hearing Science

Bobby Giles Bobby Giles Addison, Texas Details
Bobby Giles's Merrill Lynch Investment Managers Experience June 2010 - August 2011
Job Wealth Advisor
Industry Financial Services
Experience
USAA  August 2011 - Present
Merrill Lynch Investment Managers   June 2010 - August 2011
Merrill Lynch  December 1991 - June 2010
Merrill Lynch  November 2002 - September 2005
Merrill Lynch  2002 - 2004
Merrill Lynch  July 1996 - November 2000
Merrill Lynch  1993 - 1995

Skills
Management, Sales Management, Customer Service, Operations Management, Team Building

Education
College for Financial Planning   2013 — 2015
Master's degree, Personal Financial Planning

University of Phoenix   2005 — 2009
BS, Business Management

Western State Colorado University   1989 — 1991
Business

Bennett High school   1986 — 1989

Ed Ho Ed Ho New Canaan, Connecticut Details
Ed Ho's Merrill Lynch Investment Managers Experience 1999 - 2001
Job Founding Partner iqCIO LLC
Industry Investment Management
Experience
iqCIO LLC   August 2015 - Present
Berenberg Asset Management LLC   February 2014 - July 2015
Platinum Partners (NY) LLC   December 2011 - September 2013
Altima Securities LP   January 2006 - December 2011
Merrill Lynch  June 1999 - January 2006
Merrill Lynch Investment Managers   1999 - 2001
UBS  January 1996 - June 1999
Bankers Trust  January 1993 - January 1996

Skills
Hedge Funds, Equity Derivatives, Equities, Private Equity, Capital Markets, Investments, Portfolio Management, Alternative Investments, Valuation, DCF, Bloomberg, Due Diligence, Financial Modeling, Prime Brokerage, Fixed Income, Mutual Funds, Structured Finance, Investor Relations, Asset Management, Funding, Investment Banking, Finance

Education
Columbia University   1983 — 1987
B.Sc., Computer Science

Syosset High School   1979 — 1983
HS Degree, Syosset High School - home of the Braves!

Edmund F. Murphy III Edmund F. Murphy III Greater Denver Area Details
Edmund F. Murphy III's Merrill Lynch Investment Managers Experience 1985 - 1991
Job President of Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement  September 2014 - Present
Putnam Investments  January 2009 - October 2014
Fidelity Investments  2007 - 2008
Fidelity Investments  July 2003 - August 2007
Fidelity Capital  July 1999 - July 2003
Veritude LLC  2001 - 2003
Fidelity Investments  1991 - 1999
Merrill Lynch Investment Managers   1985 - 1991

Skills
Investments, 401k, Wealth Management, Retirement, Mutual Funds, Financial Services, Executive Management, Marketing, Series 7, Sales, Alternative Investments, Securities, Series 63, Asset Allocation, Asset Managment, P&L Management

Education
Boston College   1980 — 1984
BA, Political Science

Eric J. Kim Eric J. Kim Orange County, California Area Details
Eric J. Kim's Merrill Lynch Investment Managers Experience 2001 - 2004
Job Senior Vice President at True Investments, LLC
Industry Real Estate
Experience
True Investments LLC  2015 - Present
Zelman & Associates  2013 - 2015
Keefe, Bruyette & Woods   2008 - 2012
Lehman Brothers  2007 - 2008
UBS Investment Bank  2006 - 2007
Merrill Lynch Investment Managers   2001 - 2004

Skills
Investment Banking, Mergers & Acquisitions, Valuation, Equities, Capital Markets, Portfolio Management, M&A experience, Real Estate, Financial Advisory, Restructuring, Financial Modeling, Capital, Due Diligence, Mergers, DCF, Capital Raising, Private Equity, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Real Estate Private..., Private Placements

Education
Cornell University - Johnson Graduate School of Management   2004 — 2006
MBA

University of California, Irvine   1998 — 2000
BA

Brian Murdock Brian Murdock Arlington, Virginia Details
Brian Murdock's Merrill Lynch Investment Managers Experience January 2003 - March 2004
Job President & CEO, Strategic Investment Group
Industry Investment Management
Experience
Strategic Investment Group  August 2014 - Present
TD Asset Management  July 2009 - September 2013
New York Life Investment Mgmt  April 2004 - May 2008
Merrill Lynch Investment Managers   January 2003 - March 2004
C  December 2001 - January 2003
Merrill Lynch Mercury   December 1999 - December 2001

Skills
Leadership, Management, Research, Sales, Microsoft Office

Education
Cornell University   1975 — 1978
BS, ILR School

Ithaca College

Michael Weiss, CFA Michael Weiss, CFA Pennington, New Jersey Details
Michael Weiss, CFA's Merrill Lynch Investment Managers Experience 1997 - 2002
Job
Industry Education Management
Experience
Series 7 Exam Tutor   2011 - Present
Managers Investment Group  2008 - 2011
Timeless Capital Management   2005 - 2008
Evergreen Investments  2002 - 2005
Merrill Lynch Investment Managers   1997 - 2002
Lipper Analytical Services  1993 - 1997
Value Line  1991 - 1992

Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis

Education
City University of New York-Baruch College - Zicklin School of Business   1995 — 1998
MBA, Finance & Investments

Kate Sheehan Kate Sheehan Barnstable/Yarmouth, Massachusetts Area Details
Kate Sheehan's Merrill Lynch Investment Managers Experience July 2000 - September 2004
Job Founder, Telltale Media
Industry Public Relations and Communications
Experience
Love Yoga Festival Cape Cod   December 2013 - Present
LoveLiveLocal   February 2013 - Present
Telltale Media   December 2012 - Present
TIAA-CREF  April 2012 - November 2012
TIAA-CREF  February 2009 - April 2012
TIAA-CREF  June 2008 - December 2008
TIAA-CREF  November 2005 - June 2008
TIAA-CREF  October 2004 - November 2005
Merrill Lynch Investment Managers   July 2000 - September 2004

Skills
Internal Communications, Crisis Communications, Strategic Communications, Strategy, Speech Writing, Messaging, Public Relations, Media Relations, Financial Services, Retirement, Marketing, Wealth Management, Leadership, Event Management, Content Development, Editing, Management, Corporate Communications, Strategic..., Yoga, Social Media, Press Releases, Marketing Communications

Education
Brown University   1996 — 2000
BA

Natalie Bej Natalie Bej Greater Philadelphia Area Details
Natalie Bej's Merrill Lynch Investment Managers Experience September 2003 - December 2005
Job Chief Compliance Officer at Vanguard
Industry Financial Services
Experience
Vanguard  April 2014 - Present
Vanguard  December 2005 - April 2014
Merrill Lynch Investment Managers   September 2003 - December 2005
Salans  June 1997 - May 2003
U.S. Securities and Exchange Commission   June 1995 - June 1997
Dechert  May 1990 - June 1995

Education
George Washington University National Law Center   1987 — 1990
Doctor of Law (J.D.)

Dartmouth College   1982 — 1986
A.B.

Laura C. Hill Laura C. Hill New York, New York Details
Laura C. Hill's Merrill Lynch Investment Managers Experience 1999 - 2001
Job
Industry Venture Capital & Private Equity
Experience
FocusPoint Private Capital Group   2014 - Present
Council on Foreign Relations  May 2013 - June 2014
Fortress Investment Group  February 2010 - April 2013
The Blackstone Group  2006 - February 2010
Morgan Stanley  2004 - 2006
Cohen, Klingenstein & Marks   2002 - 2004
Merrill Lynch Investment Managers   1999 - 2001

Skills
Entrepreneurship, Alternative Investments, Private Equity, Strategic Partnerships, Fundraising, Hedge Funds, Valuation, Investor Relations, Financial Modeling, Strategic Planning, Marketing, Series 7, Sales, Project Management, Finance, Leadership, Business Strategy, Business Development, Investment Banking, Leveraged Finance, Capital, Social Media, Financial Services, Management, Marketing Strategy

Education
Boston College
BA, Political Science

Greenwich Academy

Clarence Seals, CFA Clarence Seals, CFA Greater New York City Area Details
Clarence Seals, CFA's Merrill Lynch Investment Managers Experience February 2000 - March 2005
Job SR. Global Transaction Banking Product Manager at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets  June 2014 - Present
BNY Mellon  June 2009 - February 2014
FXMarketSpace   2007 - 2008
Merrill Lynch  March 2005 - March 2007
Merrill Lynch Investment Managers   February 2000 - March 2005
Deutsche Bank  April 1994 - September 1998
Citi  November 1987 - April 1994

Skills
Sales, Relationship Management, Product Management, Research, Market Risk, Trading, Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Strategic Planning, Foreign Exchange, Asset Management, Investment Management, Strategy, Manage Client..., Options Strategies, Investments, Portfolio Management, FX Options, Proprietary Trading, Institutional..., Alternative Investments, Start-ups, Emerging Markets, Finance, Derivatives, Bloomberg, Asset Allocation, CRM

Education
The University of Chicago   1985 — 1987
Master of Business Administration (MBA), Finance, General

DePaul University   1978 — 1982
Bachelor of Commerce (BCom), Finance and Economics

Todd Sundheimer Todd Sundheimer Greater New York City Area Details
Todd Sundheimer's Merrill Lynch Investment Managers Experience 1999 - 2006
Job Director, National Accounts Senior Relationship Manager at BlackRock
Industry Financial Services
Experience
BlackRock  April 1999 - Present
Merrill Lynch Investment Managers   1999 - 2006
Alliance Capital Management  August 1994 - April 1999

Skills
Series 7, Series 66, Chartered Financial..., Mutual Funds, Asset Managment, Asset Allocation, Fixed Income, Wealth Management, Equities, Investments, Portfolio Management, Investment Management, Separately Managed..., ETFs, Securities, Finance, Investment Strategies, Asset Management

Education
Binghamton University - School of Management   1988 — 1992
B.S, Management/Finance

Caron Brown Caron Brown Greater New York City Area Details
Caron Brown's Merrill Lynch Investment Managers Experience December 2003 - October 2006
Job
Industry Financial Services
Experience
Hatteras  February 2010 - Present
JP Morgan  October 2006 - March 2009
Merrill Lynch Investment Managers   December 2003 - October 2006

Education
American University   1992 — 1994
BA

Maggie Jiorle Maggie Jiorle Greater Philadelphia Area Details
Maggie Jiorle's Merrill Lynch Investment Managers Experience August 1989 - December 2006
Job Instructional Facilitator at Bucks County Technical High School
Industry Information Technology and Services
Experience
Bucks County Technical High School  November 2013 - Present
Thirty-One Gifts  May 2012 - Present
Kreithen, Baron & Carpey P.C.   February 2013 - May 2013
Bristol Township School District  May 2010 - February 2013
Bristol Township School District  October 2008 - May 2010
BlackRock  January 2007 - May 2007
Merrill Lynch Investment Managers   August 1989 - December 2006
Merrill Lynch  1989 - 2000

Skills
Software Implementation, SDLC, Vendor Management, Project Management, Equities, Technology Integration, Business Analysis, Management, CRM, Financial Services, Fixed Income, Team Leadership, Budgets, Program Management, Visio, Training, Leadership, Team Building, Process Improvement, Project Planning, Access, Analysis

Education
Bucks County Community College   2010 — 2012
Certificate, Paralegal Studies, 4.0

Bucks Country Community College   1981 — 1983
Associate of Arts (A.A.), Business Data Processing

Mercer County Community College
Technology

Scott Conlon, CFA Scott Conlon, CFA Boston, Massachusetts Details
Scott Conlon, CFA's Merrill Lynch Investment Managers Experience October 1999 - November 2005
Job Vice President, Portfolio Strategist at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  November 2005 - Present
Merrill Lynch Investment Managers   October 1999 - November 2005

Education
Boston College - Carroll School of Management   2000 — 2002
Master of Science (MS), Finance, General

Bentley College   1995 — 1999
Bachelor of Science (BS), Finance, General

Ken Roth Ken Roth Allentown, Pennsylvania Area Details
Ken Roth's Merrill Lynch Investment Managers Experience April 2010 - August 2010
Job Independent Contractor
Industry Information Technology and Services
Experience
JPMorgan Chase  September 2013 - Present
Merck Pharma  March 2013 - July 2013
Bank Of America  September 2012 - March 2013
Caesars Entertainment Las Vegas   April 2012 - July 2012
JP Morgan / Chase  August 2011 - February 2012
KC Roth Consulting Services   October 2010 - July 2011
Merrill Lynch Investment Managers   April 2010 - August 2010
KC ROTH   2000 - 2009
Shire Pharmaceuticals  August 2008 - December 2008
COMCAST  June 2008 - July 2008

Skills
SAS programming, SQL DB2, SQL, SQL*Plus, Oracle, DB2

Education
Bluffton University   1969 — 1972

Marv Taubman Marv Taubman Greater New York City Area Details
Marv Taubman's Merrill Lynch Investment Managers Experience November 1998 - September 2006
Job Vice President at BlackRock
Industry Investment Management
Experience
Blackrock - Blackrock Solutions   July 2000 - Present
Merrill Lynch Investment Managers   November 1998 - September 2006
Prudential Investments, SS&C Technologies, Deutsche Bank   September 1987 - November 1998

Skills
Project Management, Software Project..., CRM, CRM Integration, Systems Analysis, Business Analysis, Functional..., System Specification, Requirement..., Software Testing Life..., Business Op, Asset Managment, Equities, Mutual Funds, Fixed Income, Financial Services, Vendor Management, Sybase, Securities, Process Improvement, PMO, Program Management, Portfolio Management, SDLC, Business Partner..., Requirements Gathering, Asset Management, IT Strategy, Requirements Analysis, Trading Systems, Risk Management, Project Portfolio...

Education
City University of New York

Gina Crane Gina Crane Greater New York City Area Details
Gina Crane's Merrill Lynch Investment Managers Experience April 2004 - October 2006
Job Specialist at BlackRock
Industry Financial Services
Experience
BlackRock  October 2006 - Present
Merrill Lynch Investment Managers   April 2004 - October 2006
Nassau Capital   November 2003 - April 2004
InsureHiTech   August 2001 - June 2003
Credit Suisse First Boston  July 1986 - August 2001

Skills
Word, Excel, PowerPoint, Steno, Bloomberg, Factset, Investext, Spectrum, Visio, Administrative Support, Adobe, Microsoft Office, Research, Teamwork, Self Starter, Time Management, High Volume Production, Spreadsheets, High Energy, Organizational Skills, Forward Thinking, Strong Computer Skills, Detail Oriented, Flexible Working, Excellent Written and..., Works Well Under..., Accounts..., Revenue/Expense Tracking, Fast Learner, Securities, Equities, Fixed Income, Microsoft Excel, Microsoft Word

Education
Brookdale Community College   2003 — 2007
A.A.S, Business Management, 3.85 GPA

The Stuart School of Business   1985 — 1986
Advanced Legal Secretarial Diploma, Legal / Executive Assistant, 3.65 GPA

Jackson Memorial High School   1981 — 1985

Philip Brides Philip Brides Chicago, Illinois Details
Philip Brides's Merrill Lynch Investment Managers Experience 2002 - 2006
Job MultiAsset Fund Manager
Industry Financial Services
Experience
UBS Global Asset Management  July 2014 - Present
BlackRock  June 2002 - May 2014
Merrill Lynch Investment Managers   2002 - 2006

Skills
Derivatives, Mutual Funds, Asset Allocation, Risk Management, Portfolio Management, Asset Managment, Equities, Private Banking, Equity Trading, Trading, Hedging, Hedge Funds, Options, Financial Risk, Bloomberg, Asset Management, Alternative Investments, Equity Derivatives, Structured Products, Investment Strategies, Investment Management, Investments, Financial Markets

Education
Birkbeck, University of London   2006 — 2009
M.Sc., Financial Engineering

Trinity College Dublin   1998 — 2002
B.A. (Mod), Mathematics

Clongowes Wood College   1992 — 1998
Leaving Certificate

Paula Sintes Darragh Paula Sintes Darragh Greater Chicago Area Details
Paula Sintes Darragh's Merrill Lynch Investment Managers Experience 2001 - 2003
Job Director, Services (Product) Management, Executive Search and Boards
Industry Staffing and Recruiting
Experience
Spencer Stuart  January 2014 - Present
Spencer Stuart  2012 - 2013
Paper Source  2010 - 2012
Spencer Stuart  October 2006 - July 2010
Spencer Stuart  2003 - 2006
Merrill Lynch Investment Managers   2001 - 2003

Skills
Retail, Merchandising, Cross-functional Team..., Strategic Planning, Forecasting, Market Research, Social Media, Marketing, Sourcing, E-commerce, Brand Development, Competitive Analysis, Product Development, Strategy, Marketing Strategy, Management, Recruiting, Digital Media, Business Strategy, Negotiation

Education
Bentley University
B.S., Finance, Management

Marilyn Muzyk Marilyn Muzyk Greater Philadelphia Area Details
Marilyn Muzyk's Merrill Lynch Investment Managers Experience July 1995 - January 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  January 2013 - Present
BlackRock  June 2008 - January 2013
BlackRock  July 2007 - June 2008
BlackRock  February 2006 - July 2007
Merrill Lynch Investment Managers   July 1995 - January 2006
Merrill Lynch  July 1991 - July 1995

Skills
Asset Management, Equities, Fixed Income, Investments, Financial Services, Series 7, Mutual Funds, Alternative Investments, Securities

Education
Bloomsburg University of Pennsylvania   1987 — 1991
BS Finance and Economics

Gabriel S. Mairzadeh, JD, CPA, CFA Gabriel S. Mairzadeh, JD, CPA, CFA Greater New York City Area Details
Gabriel S. Mairzadeh, JD, CPA, CFA's Merrill Lynch Investment Managers Experience 2001 - 2006
Job Investment Management Attorney and Business Professional Alternative Investments
Industry Investment Management
Experience
Investcorp  2015 - Present
Balestra Capital, Ltd.   2010 - 2015
Elite Advisory Services   2008 - 2010
BlackRock Investment Management LLC   2006 - 2008
Merrill Lynch Investment Managers   2001 - 2006
Schulte Roth & Zabel  1996 - 2001
Deloitte & Touche  1990 - 1993

Skills
Hedge Funds, Alternative Investments, Asset Managment, Securities, Capital Markets, Fixed Income, Private Equity, Equities, Investment Management, Due Diligence, Investments, Derivatives, Securities Regulation, Fund Of Funds, Investment Advisory, Corporate Governance, Structured Products, Options, Mergers & Acquisitions, Corporate Finance, Venture Capital, Asset Management, Corporate Law, Investment Strategies, Private Placements, Restructuring, Equity Derivatives, Financial Services, Emerging Markets, Investor Relations, AML, Legal Documents, Management

Education
Boston University School of Law   1993 — 1996
JD, Business Organizations and Finance Law Concentration

Baruch College, City University of New York (CUNY)   1986 — 1990
BBA, Accounting / Economics & Finance

Elizabeth (Betsy) Phillips Elizabeth (Betsy) Phillips Greater New York City Area Details
Elizabeth (Betsy) Phillips's Merrill Lynch Investment Managers Experience 1989 - January 2006
Job Investment Management Professional
Industry Investment Management
Experience
Merrill Lynch Investment Managers   1989 - January 2006
Standard & Poors  1986 - 1990
Chemical Bank  1979 - 1985
Chemical Bank  1979 - 1985

Education
Columbia University - School of International and Public Affairs   1977 — 1979
MIA, Int'l Affairs/Development Economics

Pomona College   1968 — 1972

University of Southern California
MSLS, Library Science

Lisa Dickinson Lisa Dickinson Greater New York City Area Details
Lisa Dickinson's Merrill Lynch Investment Managers Experience September 2000 - October 2006
Job Director of Professional Services, Investment Accounting at SunGard
Industry Financial Services
Experience
SunGard  December 2009 - Present
Bank of Tokyo-Mitsubishi UFJ  March 2009 - February 2010
Bergen Community College  2008 - 2009
BlackRock  February 2008 - November 2008
Blackrock Solutions  December 2006 - February 2008
Merrill Lynch Investment Managers   September 2000 - October 2006
Merrill Lynch Capital Services   September 1997 - September 2000
JP Morgan & Co.   September 1986 - August 1997
Ernst & Young  September 1983 - September 1986

Skills
Derivatives

Education
New York University - Leonard N. Stern School of Business   1988 — 1991
MBA, Finance

Bucknell University   1979 — 1983
BSBA, Accounting

Midland Park High School

Midland Park High School

Midland Park High School

Stanley McMillan Stanley McMillan Greater New York City Area Details
Stanley McMillan's Merrill Lynch Investment Managers Experience September 1989 - December 1990
Job Public Claims Adjustment Rep at Metro Public Adjustment, Inc.
Industry Information Technology and Services
Experience
Metro Public Adjustment, Inc.   April 2010 - Present
AmeriplanUSA  July 2008 - Present
Inventions Unlimited Corp   March 1996 - Present
SDCHM2, LLC   March 1985 - Present
Merrill Lynch Investment Managers   September 1989 - December 1990

Skills
Team Building, Leadership, Marketing, Customer Service, Team Leadership, Insurance, Claim, Small Business, Training, Negotiation, Strategic Planning, Public Speaking, Property & Casualty..., Sales, Proposal Writing, Budgets, Business Development, Project Management, Procurement, Project Engineering, Embedded Systems, Electrical Engineering, Competitive Analysis, Engineering

Education
Northcentral University   2013 — 2016
Doctor of Philosophy (Ph.D.), Engineering and Technology Management

Colorado Technical University   2010 — 2011
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management

Norfolk State University   1982 — 1986
Bachelor’s Degree, Communications

Jared Silvey Jared Silvey Spokane, Washington Area Details
Jared Silvey's Merrill Lynch Investment Managers Experience April 2003 - August 2003
Job Project Manager at Silvey Construction, Inc. and Construction Consultant
Industry Construction
Experience
Silvey Construction, Inc.   May 2004 - Present
Legacy Group Development   2008 - Present
Merrill Lynch Investment Managers   April 2003 - August 2003

Skills
Project Estimation, Project Management, Team Leadership, Financial Analysis, Microsoft Excel, Submittals, Construction, Construction Management, Strategic Planning, Process Improvement, Budgets, Contract Management, Contract Negotiation, Customer Service, Microsoft Office, Process Scheduler

Education
Brigham Young University - Idaho   1999 — 2004
Bachelor of Arts, Business Management

University High School   1995 — 1999
Diploma

Thomas Skrobe Thomas Skrobe New York, New York Details
Thomas Skrobe's Merrill Lynch Investment Managers Experience January 2003 - December 2004
Job Managing DirectorHead of U.S. Wealth Advisory Retirement Business at BlackRock
Industry Investment Management
Experience
BlackRock  January 2014 - Present
Blackrock  May 2008 - December 2013
BlackRock  January 2006 - April 2008
Merrill Lynch Investment Managers   January 2003 - December 2004
Merrill Lynch Investment Managers   May 2000 - December 2002
Goldman Sachs  1997 - 2000

Education
Baruch College, City University of New York (CUNY)   1986 — 1991

Jeff Ferrara Jeff Ferrara Jensen Beach, Florida Details
Jeff Ferrara's Merrill Lynch Investment Managers Experience April 1998 - February 2002
Job Restaurant Manager at Chili's
Industry Restaurants
Experience
Brinker International  September 2014 - Present
BB&T  October 2012 - September 2014
BankAtlantic  April 2008 - October 2012
BankAtlantic  March 2006 - April 2008
Red the Uniform Tailor  July 2002 - January 2006
American Income Life  December 2001 - July 2002
Merrill Lynch Investment Managers   April 1998 - February 2002
Merrill Lynch  February 1996 - April 1998
Zeller Tuxedos   February 1993 - February 1996

Skills
Coaching, Research, Delegation, Loans, Mentoring, Compassion, Diligent, Productive, Increasing Revenue, Community Relations, Client Relationship..., Relationship Development, Trust Services, Retirement Plan..., Financial Reporting, Retail Banking, Retail Management, Business Management, Business Strategy, Identifying New..., Cross Selling, Deposits, Sales, Banking, Customer Service, Relationship Management, Team Building, Sales Management, Leadership, Training, Management, Hiring

Education
City University of New York-Brooklyn College   1991 — 1995
Bachelor of Science, Business Management & Finance

Midwood HS

Lisa Moss Lisa Moss Greater New York City Area Details
Lisa Moss's Merrill Lynch Investment Managers Experience March 2005 - June 2006
Job Assistant General Counsel at Fred Alger Management, Inc.
Industry Financial Services
Experience
Fred Alger Management, Inc.   June 2006 - Present
Merrill Lynch Investment Managers   March 2005 - June 2006
AIM Investments, Inc.   November 1995 - February 2005

Skills
Mutual Funds, Investment Advisory, Investment Management, Securities Regulation, Corporate Law, Corporate Governance, Alternative Investments, Equities, FINRA, Risk Management, Wealth Management, Due Diligence, Private Equity, Investments, Securities, Hedge Funds, Capital Markets

Education
Brooklyn Law School   1986 — 1989
Doctor of Law (J.D.)

Brooklyn College   1984 — 1986
Bachelor of Arts (B.A.), History

Rochelle J. Schneider Rochelle J. Schneider New York, New York Details
Rochelle J. Schneider's Merrill Lynch Investment Managers Experience October 2005 - May 2006
Job Global Customer Experience Manager at MetLife
Industry Marketing and Advertising
Experience
MetLife  June 2014 - Present
Merck  April 2010 - May 2014
Merck  March 2007 - April 2010
BlackRock  September 2006 - January 2007
L'Oreal USA  June 2006 - August 2006
Merrill Lynch Investment Managers   October 2005 - May 2006

Skills
Program Management, Change Management, Six Sigma, Customer Experience..., Management, Project Management, Process Improvement, Strategy, Leadership, Interviews, Analysis, Performance Management, Talent Management, Human Resources, Recruiting, Project Portfolio..., Coaching, Employee Engagement, Strategic Communications, Training, Sourcing

Education
Rutgers University-New Brunswick   2005 — 2007
Master of Arts, Human Resource Management

Boston College   2001 — 2005
Bachelor of Arts, Human Development

Murali Kulala Murali Kulala Greater New York City Area Details
Murali Kulala's Merrill Lynch Investment Managers Experience 2000 - 2006
Job Vice President at
Industry Information Technology and Services
Experience
Bank of America  September 2009 - Present
Merrill Lynch  2008 - 2009
Headstrong  August 2006 - May 2008
Morgan Stanley Investment Management  2007 - 2008
Morgan Stanley  2006 - 2008
Covansys  2000 - 2006
Merrill Lynch Investment Managers   2000 - 2006
Covansys India Pvt Ltd  2000 - 2006

Skills
Management, Leadership, Project Management, SDLC, Teamwork, Software Project..., Requirements Analysis, Data Warehousing, Business Analysis, Agile Methodologies, IT Strategy, Sybase, Oracle, Unix, Business Intelligence

Education
Bharathidasan University   1998 — 2001
M.C.A, Computer Science

Jaya Colege of Science   1995 — 1998
B.Sc, Computer Science

Thomas PJ Narsavage Thomas PJ Narsavage Greater New York City Area Details
Thomas PJ Narsavage's Merrill Lynch Investment Managers Experience April 2004 - September 2006
Job Global Business Technology Manager COO Office
Industry Information Technology and Services
Experience
BlackRock Inc.  November 2013 - Present
BlackRock  September 2006 - October 2013
Merrill Lynch Investment Managers   April 2004 - September 2006
Merrill Lynch  February 1998 - March 2005
Salomon Brothers  1987 - 1998

Skills
Vendor Management, SDLC, Risk Management, IT Strategy, Business Analysis, Program Management, Management, ITIL, Process Improvement, Integration, Requirements Gathering, Requirements Analysis, Project Management, Change Management, Data Analysis, Software Project..., PMO, Service Management, Strategy, Business Continuity, IT Management, IT Service Management, Incident Management, Information Technology, Leadership, Operations Management, Project Portfolio...

Education
ITIL v3 Service Transition   2015 — 2015
ITIL Intermediate Certification in Service Transition for Service Management, Information Technology, Certified

ITIL v3 Service Operations   2014 — 2014
ITIL Intermediate Certification in Service Operations, Service Management, Certified

County College of Morris   1981 — 1983
Associates, Business

Clifton High School

Leigh (Schaffer) Nader, CFA Leigh (Schaffer) Nader, CFA Greater New York City Area Details
Leigh (Schaffer) Nader, CFA's Merrill Lynch Investment Managers Experience 2000 - 2003
Job Director at Assured Guaranty Corp.
Industry Capital Markets
Experience
Assured Guaranty Corp.  February 2005 - Present
XLCA   2004 - 2005
CIFG  2003 - 2005
Merrill Lynch Investment Managers   2000 - 2003

Education
Boston University   1996 — 2000
Bachelor of Science, Finance, General

Wendy Milacci Wendy Milacci Greater New York City Area Details
Wendy Milacci's Merrill Lynch Investment Managers Experience 1998 - 2006
Job Senior Vice President at ParFour Investment Management
Industry Investment Management
Experience
Par-Four Investment Management   November 2006 - Present
Merrill Lynch  1998 - 2006
Merrill Lynch Investment Managers   1998 - 2006
Merrill Lynch Investment Managers   1998 - 2006

Education
DeSales University   1994 — 1998

Andrew Asamoah Andrew Asamoah Norwalk, Connecticut Details
Andrew Asamoah's Merrill Lynch Investment Managers Experience 2000 - 2002
Job Service Managment at Morganstanley SmithBarney (IT)
Industry Computer & Network Security
Experience
Quicklink Network Inc   January 2001 - Present
accountancy lane   1999 - Present
Morgan Stanley  May 2011 - July 2015
JPMorgan Chase  2005 - 2011
Merrill Lynch Investment Managers   2000 - 2002
Morgan Stanley  1996 - 2000

Skills
Data Center, Microsoft Office, Vendor Management, Windows XP, Troubleshooting, XP, Technical Support, VMware, Unix, CRM, System Deployment, Networking, VPN, IT Strategy, Management, ITIL, Market Data, Service Delivery, Active Directory, Global Delivery, Windows, IT Service Management, IT Management, Incident Management, IT Operations

Education
Pace University   1990 — 1993
BS, computer science

Ghana Institute of Management and Public Administration

Kwame Nkrumah' University of Science and Technology, Kumasi

Kwame Nkrumah' University of Science and Technology, Kumasi

Frank M. Waltzer, PMP, CSM, 6 Sigma Black Belt Frank M. Waltzer, PMP, CSM, 6 Sigma Black Belt Greater New York City Area Details
Frank M. Waltzer, PMP, CSM, 6 Sigma Black Belt's Merrill Lynch Investment Managers Experience September 2001 - September 2006
Job Sr. Project Manager at Tata Consultancy Services
Industry Financial Services
Experience
Tata Consultancy Services  September 2014 - Present
Independent Consultant  July 2014 - Present
Bank of America  January 2014 - July 2014
Pro4ia  November 2012 - May 2013
Frank M. Waltzer, PMP, LLC   October 2011 - November 2012
GalaxE Solutions  August 2011 - September 2011
BANK OF AMERICA / MERRILL LYNCH  June 2010 - September 2010
Merrill Lynch  September 2008 - September 2009
Merrill Lynch Global Private Client  September 2006 - September 2007
Merrill Lynch Investment Managers   September 2001 - September 2006

Skills
Certified Scrum Master..., Six Sigma, Process Improvement, Business Analysis, SDLC, Program Management, Visio, Project Management, Strategy, Risk Management, PMO, SharePoint, Management, Financial Services, Quality Assurance, Project Portfolio..., Project Planning, Budgets, Vendor Management, IT Service Management, IT Strategy, CRM, Cross-functional Team..., IT Management, Outsourcing, Change Management, Business Process..., Requirements Analysis, Business Requirements, Integration, Resource Management, Business Intelligence, Information Technology, Business Process, Strategic Planning, Governance, Analysis, Requirements Gathering, Consulting, Agile Project Management, ITIL, Enterprise Architecture, MS Project, Certified Project..., Management Consulting, Leadership, Finance, Software Project..., Operations Management

Education
Villanova University   2008 — 2009
Masters Certification, Applied & IS/IT Project Management

Stony Brook University   1976 — 1978
Masters, Management & Policy Analysis

Binghamton University   1971 — 1975
BA, Political Science

Alessio Muscara Alessio Muscara Greater New York City Area Details
Alessio Muscara's Merrill Lynch Investment Managers Experience September 2004 - June 2006
Job Fixed Income Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock  September 2004 - Present
BlackRock  June 2006 - July 2010
Merrill Lynch Investment Managers   September 2004 - June 2006
RBC Wealth Management  2002 - 2004

Skills
Portfolio Management, Fixed Income, Investments, Bonds, Portfolios, Trading, Asset Management, Investment Strategies, Asset Allocation, Currency, Bloomberg, Separately Managed..., Series 7, Foreign Languages

Education
Columbia University - School of International and Public Affairs   2004 — 2006
MPA, International Economics and Policies

Seton Hall University   2001 — 2002
BS, Finance

Adam Epstein Adam Epstein Greater New York City Area Details
Adam Epstein's Merrill Lynch Investment Managers Experience January 2001 - February 2006
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse Private Bank USA   October 2012 - Present
AllianceBernstein  February 2006 - October 2012
Merrill Lynch Investment Managers   January 2001 - February 2006
Merrill Lynch Investment Managers   June 1999 - January 2001

Skills
Mutual Funds, Asset Managment, Asset Allocation, Investments, Wealth Management, Series 7, Alternative Investments, Estate Planning, Investment Management, Strategic Financial..., Finance, High Net Worth...

Education
Bucknell University
BSBA, Management, Economics, Psychology

L

L

The Hun School of Princeton

Warren Wells Warren Wells Greater New York City Area Details
Warren Wells's Merrill Lynch Investment Managers Experience January 2005 - September 2006
Job Sr. Associate Risk Group at Federal Reserve Bank of New York
Industry Investment Management
Experience
Federal Reserve Bank of New York  June 2013 - Present
Federal Reserve Bank of New York  2010 - May 2013
Robeco Investment Management  October 2006 - December 2008
Merrill Lynch Investment Managers   January 2005 - September 2006
Fitch Ratings  December 2000 - December 2004

Skills
Structured Finance, Credit, Portfolio Management, Credit Analysis, Risk Management, Fixed Income, Banking, Capital Markets, Asset Management, Valuation, Financial Analysis, Risk, Investment Banking, Credit Risk, Real Estate, Derivatives, Credit Derivatives, Excel, Research, Budgeting, Bloomberg, Loans, Microsoft Office, Microsoft Excel, Structured Products, Financial Modeling, Financial Risk, Bonds

Education
Rider University   2010 — 2012
MBA

Connecticut College
ba, economics

Mita Mehta Mita Mehta Greater New York City Area Details
Mita Mehta's Merrill Lynch Investment Managers Experience 2005 - 2006
Job VP at BlackRock
Industry Information Technology and Services
Experience
BlackRock  January 2010 - Present
BlackRock  August 1999 - December 2009
Merrill Lynch Investment Managers   2005 - 2006
CMC Limited  1996 - 1999

Skills
Asset Management, Autosys

Education
Dharmsinh Desai Institute of Technology   1993 — 1997

Metin T Lukovic Metin T Lukovic Greater Chicago Area Details
Metin T Lukovic's Merrill Lynch Investment Managers Experience January 2005 - September 2005
Job Investment Accounting Consultant within SunGard Professional Services
Industry Investment Management
Experience
SunGard  July 2008 - Present
McGladrey & Pullen  December 2007 - July 2008
Spectrum Global Fund Administration  March 2005 - December 2007
Merrill Lynch Investment Managers   January 2005 - September 2005
Re/Max Exclusive Properties  January 2001 - June 2004
Young & Sons Mechanical Contractors   June 2002 - August 2003

Skills
Hedge Funds, Mutual Funds, Excel, Bloomberg, Investments, Equities, Bonds, Options, Futures, Derivatives, Operations, Fund Accounting, Pricing, Corporate Actions, Reconciliation, Financial Accounting, Account Reconciliation

Education
DePaul University   2003 — 2006
Dual B.S., Honors Finance & Accountacy

University of Illinois at Chicago   2001 — 2002

Brad Harris Brad Harris Greater Philadelphia Area Details
Brad Harris's Merrill Lynch Investment Managers Experience October 2001 - October 2006
Job NERC CIP Compliance
Industry Utilities
Experience
PJM Interconnection  December 2014 - Present
PJM Interconnection  November 2007 - December 2014
BlackRock  October 2006 - October 2007
Merrill Lynch Investment Managers   October 2001 - October 2006
Comcast  June 1998 - June 1999

Skills
Disaster Recovery, Business Continuity..., Security, Strategy, Business Process, Vendor Management, Project Planning, Risk Management, Business Continuity, Business Analysis, Crisis Management, SharePoint, Training, Leadership

Education
Bucknell University   1996 — 2001
BA, Economics

Stan Stratton Stan Stratton Greater Denver Area Details
Stan Stratton's Merrill Lynch Investment Managers Experience August 2005 - April 2006
Job Managing Director
Industry Investment Banking
Experience
SJS Consulting   November 2007 - Present
University of Phoenix  February 2012 - Present
Janco Partners  May 2013 - April 2014
John Davenport Associates   January 2010 - May 2013
Rabobank  April 2006 - November 2007
Merrill Lynch Investment Managers   August 2005 - April 2006
Derivative Products Corporation   November 2003 - August 2005
BANK OF AMERICA SECURITIES –   April 2001 - November 2003
Jefferies & Company  April 1996 - April 2001

Skills
Corporate Finance, Structured Finance, Structuring, Investment Banking, Restructuring, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Debt, Private Equity, Alternative Investments, Project Finance, Trading, Credit, Structured Products, Banking, Origination, Risk Management, Venture Capital, Portfolio Management, Hedge Funds, Asset Management, Financial Analysis, Due Diligence, Bonds, Credit Analysis, Investments, Securitization, Business Strategy, Swaps, Financial Markets, Securities, Management Consulting, Strategy Development, Asset Managment, Financial Structuring, Financial Services, Strategy, Finance, Equities, Start-ups, Leveraged Finance, Funding, Loan Origination, CDO, Valuation, Mergers & Acquisitions, Management, Business Development

Education
Cornell University - Johnson Graduate School of Management   1992 — 1994
MBA, Finance

San Diego State University-California State University   1986 — 1988
BS, Finance

Tony Patti Tony Patti Greater New York City Area Details
Tony Patti's Merrill Lynch Investment Managers Experience 2001 - September 2006
Job Global Head of Fiduciary Risk Management and CRO Private Banking Wealth Management
Industry Financial Services
Experience
Credit Suisse  September 2006 - Present
Merrill Lynch Investment Managers   2001 - September 2006
JPMorgan  1993 - 2001

Skills
Chartered Financial..., Market Risk, Equities, Hedge Funds, Risk Management, Investments, Asset Management, Financial Risk, Fixed Income, Derivatives, Equity Derivatives, Wealth Management, Financial Markets, Emerging Markets, Capital Markets, Trading, Asset Managment, Alternative Investments, Bloomberg, Structured Products, Investment Banking, Private Banking, FX Options, Valuation, Portfolio Management, Asset Allocation, Financial Modeling, Credit Derivatives, Investment Management

Education
Saint John's University
MBA, Finance

DeVry University   1984 — 1987
BS, Computer Information Systems

Madhavi Chakka Madhavi Chakka Greater New York City Area Details
Madhavi Chakka's Merrill Lynch Investment Managers Experience January 2006 - December 2006
Job Consultant at Legg Mason
Industry Investment Management
Experience
Legg Mason  January 2007 - Present
Merrill Lynch Investment Managers   January 2006 - December 2006
Saskatchewan Learning   May 2003 - June 2005
Alderwoods  September 2001 - September 2002
Globetech Ventures Inc   April 1999 - September 2001

Education
Kingston College   2001 — 2003
Masters, Information Technology

Acharya Nagarjuna University   1994 — 1996
Masters, Commerce

Dean Tran Dean Tran Greater New York City Area Details
Dean Tran's Merrill Lynch Investment Managers Experience 2003 - 2004
Job Natural Gas Scheduler National Grid
Industry Oil & Energy
Experience
National Grid  November 2011 - Present
Energy Trade Management   February 2010 - October 2011
Rochdale Investment Management  May 2006 - February 2010
JP Morgan Private Bank  2004 - 2006
Merrill Lynch Investment Managers   2003 - 2004

Skills
Energy Markets, Trading

Education
Baylor University - Hankamer School of Business   1994 — 1998
BBA, Information Systems and Marketing

Kevin Bynum, CFA Kevin Bynum, CFA Greater New York City Area Details
Kevin Bynum, CFA's Merrill Lynch Investment Managers Experience July 2005 - September 2006
Job Vice President at BlackRock Global Allocation Fund
Industry Investment Management
Experience
BlackRock  February 2010 - Present
Aqueren LLC   January 2009 - February 2010
BlackRock  September 2006 - December 2008
Merrill Lynch Investment Managers   July 2005 - September 2006

Skills
Financial Services, Investments, Business Development, Asset Allocation, Asset Management, Mutual Funds, Fixed Income, Foreign Exchange, Securities, Derivatives, Business Strategy, Management, Sales, Marketing, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Hedge Funds, Corporate Finance, Equities, Due Diligence

Education
Cambridge Judge Business School   2011 — 2012
Master of Business Administration (MBA), International Business

Emory University - Goizueta Business School   2001 — 2005
BBA, Finance, Mathematics

Berkeley Preparatory School

Girish Pandit Girish Pandit Greater New York City Area Details
Girish Pandit's Merrill Lynch Investment Managers Experience 2006 - 2007
Job Principal Photographer at iCute Photography, Directory at JiyaSoft LLC, Consultant at Bank of America
Industry Financial Services
Experience
Bank of America  October 2013 - Present
iCute Photography   January 2008 - Present
Jiya Soft LLC   September 2007 - Present
Educational Testing Service (ETS)   October 2012 - October 2013
Bank of America  September 2009 - September 2012
Merrill Lynch  October 2007 - September 2009
Merrill Lynch Investment Managers   2006 - 2007
BlackRock  2005 - 2007
Synygy Inc  July 2002 - January 2005
Artech  2000 - 2001

Skills
Android Development, Java, J2EE Application..., Web Services, Service Oriented..., iOS development, SOA, Software Reuse, Application Architecture, Digital Photography, Portrait Photography, Wedding Photography, Strategic Planning, Problem Solving, SDLC, Database Design, Portal Technologies, Enterprise Content..., New Business Development, Entrepreneurship, R&D, UML, Solution Architecture, CRM, Master Data Management, Data Modeling, Architecture, Microsoft SQL Server, Software Development, EAI, Strategy, Business Intelligence, Agile Methodologies, SaaS, Product Management, Weblogic, DB2, Requirements Analysis, Java Enterprise Edition, Enterprise Software, Data Warehousing, Spring, Agile Project Management, Oracle, Software Project..., Hibernate, Enterprise Architecture, Sybase, Requirements Gathering, IT Strategy

Education
Devi Ahilya Vishwavidyalaya   1995 — 1998
Master of Computer Applications (M.C.A.), Mathematics, Physics, Computer Science

Devi Ahilya Vishwavidyalaya   1995 — 1997
Master of Computer Applications (MCA), Computer Science

Alisa Stewart Alisa Stewart Greater New York City Area Details
Alisa Stewart's Merrill Lynch Investment Managers Experience 2004 - 2007
Job Business Systems Analyst at Educational Testing Service (ETS)
Industry Information Technology and Services
Experience
Educational Testing Service (ETS)   August 2012 - Present
Bank of America Merrill Lynch  February 2011 - August 2012
Bristol-Myers Squibb  November 2008 - February 2011
PHH Mortgage  July 2007 - October 2008
BlackRock  July 2006 - July 2007
Merrill Lynch Investment Managers   2004 - 2007
Rutgers University Foundation  November 2001 - July 2004
Prudential Insurance  June 1997 - August 2001

Skills
Data Analysis, Business Analysis, SDLC

Education
Rutgers University-New Brunswick   1994 — 1996
MBA, Business, Information Systems

Cornell University   1986 — 1990
B.S., Urban Planning

Robert Sloyer Robert Sloyer Greensboro/Winston-Salem, North Carolina Area Details
Robert Sloyer's Merrill Lynch Investment Managers Experience September 2009 - December 2009
Job Software Consulting and Contracting
Industry Computer Software
Experience
Wachovia/Wells Fargo  January 2015 - April 2015
Core-Techs   November 2013 - December 2014
Wachovia/Wells Fargo  February 2013 - October 2013
Amerigroup Corporation  December 2012 - January 2013
SilkRoad technology  April 2011 - October 2012
Wells Fargo  January 2010 - April 2011
Merrill Lynch Investment Managers   September 2009 - December 2009
Tapco Underwriters, Inc  January 2009 - June 2009
Volvo Trucks  September 2008 - December 2008
RFMD  January 2003 - May 2008

Skills
Microsoft SQL Server, SQL, .NET, C#, Web Services, Agile Methodologies, AJAX, XML, VB.NET, ASP.NET, Databases, Unix, JavaScript, Java, SSRS, Oracle, IIS, WCF, T-SQL, C/C++, C++, Software Development, Software Design, Software Engineering

Education
Davidson College
BA, English

Gwynedd Mercy University
BS, Information Systems

Srinivasan Ranganathan Srinivasan Ranganathan Greater New York City Area Details
Srinivasan Ranganathan's Merrill Lynch Investment Managers Experience October 2000 - October 2006
Job Senior Charles River Integration Consultant at Bank of America
Industry Information Technology and Services
Experience
Bank of America  August 2009 - Present
Black Rock Investment   October 2006 - November 2008
Merrill Lynch Investment Managers   October 2000 - October 2006
Premiere Global Services  September 1997 - October 2000
Computer Sciences Corporation  June 1987 - September 1997

Skills
Sybase, Perl, Unix, C++, C, Autosys, PL/SQL, Trading Systems, SDLC, Enterprise Architecture, Charles River IMS, Software Development, Integration, Shell Scripting, Oracle, Software Project..., Software Engineering, SQL, Databases, Perl Script, Agile Methodologies, SOA, Solution Architecture, Enterprise Software, Microsoft SQL Server, Electronic Trading, Fixed Income, Data Warehousing, Unix Shell Scripting

Education
New Jersey Institute of Technology   1985 — 1988
MS, Computer Science

University of Saskatchewan   1982 — 1984
MS, Chemical Engineering

Indian Institute of Technology, Kanpur   1980 — 1982
MS, Chemical Engineering

Annamalai University   1975 — 1980
BS, Chemical Engineering

Hina Saxena Hina Saxena Greater New York City Area Details
Hina Saxena's Merrill Lynch Investment Managers Experience 1996 - 2005
Job Director at BAML
Industry Financial Services
Experience
BAML   August 2013 - Present
Deutsche Bank  July 2011 - July 2013
Citigroup  June 2005 - June 2011
Merrill Lynch Investment Managers   1996 - 2005
Lucent  August 1995 - August 1996
Dow Jones  August 1992 - July 1995

Skills
Strategy, Trading, Risk Management, Fixed Income, Credit Derivatives, Bonds, Financial Risk, Emerging Markets, Business Analysis, Structured Products, Business Intelligence, Counterpary Credit Risk, Investment Banking, Derivatives, Interest Rate..., Counterparty Risk

Education
Delhi School of Economics
Masters

Delhi University
Bachelors

Tom Kenney Tom Kenney Greater Philadelphia Area Details
Tom Kenney's Merrill Lynch Investment Managers Experience June 2006 - June 2009
Job Premier Banking (Premier Relationship Manager) at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  February 2010 - May 2014
Merrill Lynch Investment Managers   June 2006 - June 2009
Knight Trading Group  April 1997 - June 2004
Fahnestock and Company, Inc.   June 1996 - October 1997
BHC Securities Inc.   May 1993 - September 1996

Skills
Investments, Series 63, Series 7, Relationship Management, Options, Sales, Equity Trading, Trading, Mutual Funds, Banking, Securities, Fixed Annuities, Insurance, Credit, Series 65, Financial Markets, Asset Allocation, Equities, Portfolio Management, Bloomberg, Wealth Management, Financial Services, Risk Management, Series 66, CRM, Asset Managment, Capital Markets, ETFs, Hedge Funds, Fixed Income, Management, Strategy, Trading Systems

Education
Bucks County Community College

Temple University

Elliot Noma Elliot Noma Greater New York City Area Details
Elliot Noma's Merrill Lynch Investment Managers Experience January 2000 - February 2003
Job Managing Director at Garrett Asset Management, quant trading
Industry Investment Management
Experience
Garrett Asset Management   January 2009 - Present
Asset Alliance  January 2009 - Present
Montclair State University  August 2012 - July 2015
Hedge Harbor   March 2008 - January 2009
Asset Alliance  February 2003 - January 2009
Merrill Lynch Investment Managers   January 2000 - February 2003
Deutsche Bank  1995 - 1999
JP Morgan  1993 - 1994
Salomon Brothers  1990 - 1993
First Boston  1990 - 1990

Skills
Hedge Funds, Fixed Income, Alternative Investments, Trading, Portfolio Management, Asset Management, Derivatives, Financial Markets, Equities, Commodity, Portfolio Optimization, Risk Management, Investments, Market Risk, Managed Futures, Investment Management, Quantitative Analytics, Capital Markets, Investment Strategies, Emerging Markets, Fund Of Funds, Hedging, Technical Analysis, Finance, Trading Systems, Asset Allocation, Structured Products, Quantitative Finance, ETFs, Credit Derivatives, Trading Strategies, Financial Risk, Private Equity, Mutual Funds, Options, Quantitative Investing, Credit Risk, MBS, Statistical Modeling, Investment Banking, Structured Finance, Global Macro, ETF structuring, Commodities Trading, Internet of Things, Mobile Applications, Android Development, Web Design

Education
University of Michigan   1974 — 1982
PhD, Mathematical Psychology

University of Michigan   1974 — 1976
MA, Mathematics

Dartmouth College   1968 — 1972
AB, Mathematics

Walter Johnson High School   1964 — 1968

Steven Falzone Steven Falzone Greater New York City Area Details
Steven Falzone's Merrill Lynch Investment Managers Experience January 2006 - January 2007
Job Senior Consultant at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management  February 2014 - Present
LPL Financial  June 2009 - February 2014
LPL Financial  June 2009 - August 2011
Merrill Lynch  January 2007 - October 2008
Merrill Lynch Investment Managers   January 2006 - January 2007
Merrill Lynch Investment Managers   January 2003 - January 2006
Merrill Lynch Investment Managers   January 2001 - January 2003
Merrill HSBC   January 2000 - January 2001
Merrill Lynch  January 1999 - January 2001
Merrill Lynch  January 1998 - January 1999

Skills
Fixed Income, Portfolio Management, Equities, Asset Managment, Trading Systems, Performance Reporting, Mobile Technology, Front Office Development, Front to Back Office, Technical Compliance, Separately Managed..., Investments, Wealth Management, IT Strategy, Vendor Management, Risk Management, Capital Markets, Financial Services, Agile Methodologies, Financial Risk, Strategy, Securities, Trading, Program Management, Derivatives, Asset Management, Mutual Funds, SDLC, Integration, Management, Project Management, Technology Management, Business Analysis, Project Portfolio..., PMO, Finance, Asset Allocation, Leadership, Back Office, Series 63, Settlement, Hedge Funds, Alternative Investments, Middle Office, Options, Electronic Trading, Bonds, Relationship Management, Investment Advisory, Investment Banking

Education
University of Pennsylvania - The Wharton School   2006 — 2008
SII

Fordham University   1977 — 1980
BS, Management / Marketing

Boston College   1976 — 1977
Biology

Archbishop Stepinac

Frank Marckioni Frank Marckioni Greater New York City Area Details
Frank Marckioni's Merrill Lynch Investment Managers Experience January 1989 - October 2006
Job Institutional Sales at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management  September 2009 - Present
Evergreen Investments  May 2008 - September 2009
RREEF  April 2007 - May 2008
Merrill Lynch Investment Managers   January 1989 - October 2006
Merrill Lynch  1989 - 2006
Ameritrust  July 1986 - December 1988

Skills
Asset Managment, Mutual Funds, Fixed Income, Alternative Investments, Investments, Portfolio Management, Equities, Investment Management, Series 7, Asset Allocation, Investment Strategies, Hedge Funds, Bloomberg, Investment Advisory, Capital Markets, Securities, Wealth Management, Series 63, Private Equity, Bonds

Education
Carnegie Mellon University - Tepper School of Business   1985 — 1987
MSIA, Marketing

University of Pittsburgh   1978 — 1984
BS, Psychology

George Mykytyn George Mykytyn Greater New York City Area Details
George Mykytyn's Merrill Lynch Investment Managers Experience 2000 - 2003
Job Investment Management Professional
Industry Investment Management
Experience
BlackRock  2006 - 2008
State of New Jersey  2004 - 2006
Merrill Lynch Investment Managers   2000 - 2003
Prudential Securities  1996 - 1999
Unifund  1994 - 1996
Forum Capital Markets   1994 - 1994
Mabon Securities  1992 - 1994
Federal Reserve Bank  1990 - 1992

Skills
Equities, Portfolio Management, Alternative Investments, Equity Research, Financial Modeling, Bloomberg, Investments, Hedge Funds, Asset Managment

Education
Fordham Gabelli School of Business   1987 — 1989
MBA, Finance

Columbia Engineering   1985 — 1987
BS, Chemical Engineering

Fordham University   1982 — 1985
BA, Math

Garret Van Erk Garret Van Erk Greater New York City Area Details
Garret Van Erk's Merrill Lynch Investment Managers Experience 1999 - 2001
Job Director Relationship Management at BlackRock
Industry Financial Services
Experience
BlackRock  September 2006 - Present
Merrill Lynch Investment Managers   1999 - 2001

Education
Georgetown University   1979 — 1982
BSFS, International Economics

Nyenrode Business University

Universidad Tecnológica Equinoccial

Alan Straus Alan Straus Greater New York City Area Details
Alan Straus's Merrill Lynch Investment Managers Experience 1997 - 2002
Job Portfolio Manager
Industry Investment Management
Experience
Schroders  January 2012 - Present
Schroders  January 2012 - September 2013
Center Bancorp   January 2010 - May 2012
Omega Advisors  June 2009 - December 2011
Ahab Capital   2007 - 2008
Lord Abbett  September 2002 - September 2007
Merrill Lynch Investment Managers   1997 - 2002
Merrill Lynch / BlackRock   1997 - 2002
Merrill Lynch  1997 - 2002

Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations

Education
Cornell University - Johnson Graduate School of Management   1986 — 1988
MBA, Finance

Cornell University
BS, Industrial and Labor Relations

Kathryn Marlow Kathryn Marlow Greater New York City Area Details
Kathryn Marlow's Merrill Lynch Investment Managers Experience 2003 - 2005
Job Tester/Developer at Fidessa
Industry Computer Software
Experience
Fidessa  May 2012 - October 2014
Fidessa  February 2008 - May 2012
Fidessa  June 2005 - February 2008
Merrill Lynch Investment Managers   2003 - 2005

Skills
SQL, Unix, Trading Systems, Software Development, Equity Trading, Solaris, Sybase, TCL, Scripting, Market Data, Electronic Trading, Databases, SDLC, XML, Options, Requirements Analysis, Java, Linux, Business Analysis, C++, Trading, Equities, Order Management

Education
Converse College

Indiana University Bloomington

Yet He Yet He San Francisco Bay Area Details
Yet He's Merrill Lynch Investment Managers Experience 2002 - 2004
Job Global M&A and Corporate Development at Visa
Industry Financial Services
Experience
Visa Inc.  2013 - Present
Greenhill & Co.   2005 - 2013
Merrill Lynch Investment Managers   2002 - 2004
Goldman Sachs Asset Management  2001 - 2001
Goldman Sachs Asset Management  2000 - 2000

Education
Cornell University
B.S., Computer Science

London School of Economics and Political Science
MSc, Finance

Tasos Bouloutas Tasos Bouloutas Greater New York City Area Details
Tasos Bouloutas's Merrill Lynch Investment Managers Experience January 2000 - January 2006
Job US Trust
Industry Financial Services
Experience
US Trust  February 2013 - Present
BlackRock  May 2000 - January 2012
Merrill Lynch Investment Managers   January 2000 - January 2006
PriceLine  January 1999 - January 2000
Putnam Investments  January 1997 - January 1999
Bank of Boston  January 1994 - January 1997
IBM , T.J. W atson Research Center   January 1992 - January 1994

Education
Columbia University in the City of New York   1984 — 1989
Ph.D., Electrical Engineering/Computer Science

Columbia University in the City of New York   1983 — 1984
M.Sc, Electrical Engineering

National Technical University of Athens   1977 — 1982
BS, Electrical Engineering

Jim Kilcommons III, CFP® Jim Kilcommons III, CFP® Greater New York City Area Details
Jim Kilcommons III, CFP®'s Merrill Lynch Investment Managers Experience January 2003 - October 2006
Job Senior Vice President/Senior Portfolio Manager at People's United Bank
Industry Financial Services
Experience
People's United Bank  January 2010 - Present
BlackRock  October 2006 - December 2008
Merrill Lynch Investment Managers   January 2003 - October 2006
Merrill Lynch Investment Managers   January 2000 - January 2003
Merrill Lynch Investment Managers   January 1995 - January 2000
Merrill Lynch Investment Managers   January 1990 - January 1995
Merrill Lynch  December 1986 - January 1990
Merrill Lynch  December 1984 - December 1986

Skills
Asset Allocation, Financial Services, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Investment Strategies, Fixed Income Analysis, ETFs, Wealth Management..., Series 7, Equities, Capital Markets, Portfolio Management, Investments, Asset Management, Credit Analysis, Derivatives, Strategic Financial..., Investment Advisory, Wealth Management, Financial Planning

Education
Columbia University in the City of New York   1974 — 1978
BA, English

Columbia University in the City of New York
Bachelor of Arts (B.A.), English Language and Literature/Letters

Adette Inguito Adette Inguito Greater New York City Area Details
Adette Inguito's Merrill Lynch Investment Managers Experience 2001 - 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock  2006 - Present
Merrill Lynch Investment Managers   2001 - 2006
Equitable PCI Bank  1990 - 1999

Education
Asian Institute of Management   1986 — 1988
MBM, Business Management

Bud Bentley Bud Bentley Greater Philadelphia Area Details
Bud Bentley's Merrill Lynch Investment Managers Experience September 1999 - October 2006
Job Founder, Principal, The Highline Group
Industry Financial Services
Experience
Highline Group   January 2008 - Present
Macquarie Group  May 2010 - May 2012
BlackRock  October 2006 - January 2008
Merrill Lynch Investment Managers   September 1999 - October 2006
Miller Anderson & Sherrerd / Morgan Stanley   November 1996 - September 1999
Lehman Brothers  December 1991 - November 1996
Morgan Stanley  1985 - 1991

Skills
Trading Systems, Vendor Management, Hedge Funds, Financial Services, Equities, Asset Managment, Derivatives, Management, Enterprise Architecture, IT Strategy, PMO, Infrastructure, Project Management, Investment Management, Investment Banking, IT Management, Fixed Income, Program Management, Risk Management, SDLC, Capital Markets, Disaster Recovery, Business Analysis, Asset Management, Project Portfolio..., Outsourcing, Software Project..., Governance, Portfolio Management, Technology Management, Change Management, Strategy, Operations Management, Integration, Requirements Analysis, Project Delivery, Business Transformation, Executive Management, Electronic Trading, Requirements Gathering

Education
Colorado State University   1980 — 1981
BS, Economics

Troy A. H. Adams Troy A. H. Adams Bangor, Maine Area Details
Troy A. H. Adams's Merrill Lynch Investment Managers Experience January 1993 - January 2002
Job CEO.and President Jaspers Inc. and Hawkins Inc.
Industry Hospitality
Experience
Jasper's Inc. and Hawkins Inc.   March 2001 - Present
Merrill Lynch Investment Managers   January 1993 - January 2002
Bay Area and Hawaii Barter Exchange   January 1990 - May 1993

Skills
Portfolio Management, Management, Managerial Finance, Mutual Funds, Risk Management, Business Development, Consulting, Employee Benefits, Sales Management, Asset Managment

Education
Georgetown University Law Center   1997 — 1998
Law Revue, Law

Babson College   1986 — 1990
Bachelor of Science, Finance, Entreprenuerial Studies, U.S. History

James Kase James Kase Providence, Rhode Island Area Details
James Kase's Merrill Lynch Investment Managers Experience March 2000 - October 2005
Job Global Head of IR at Capula Investment Management LLP
Industry Financial Services
Experience
Capula Investment Management LLP   September 2013 - Present
STATE STREET GLOBAL ADVISORS  March 2009 - September 2012
ING Investment Management Americas   October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS   March 2000 - October 2005
LEHMAN BROTHERS INC  October 1995 - March 2000
SWISS BANK CORPORATION  October 1993 - October 1995
BANKERS TRUST COMPANY  October 1986 - October 1993
SALOMON BROTHERS INC  February 1983 - October 1986

Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning

Education
Brown University
BA, Political Science

Hamden Hall Country Day School   1975 — 1978

Michael R. Johnson Michael R. Johnson Greater Chicago Area Details
Michael R. Johnson's Merrill Lynch Investment Managers Experience December 1995 - November 2000
Job Chair for the Chicagoland C12 Group
Industry Capital Markets
Experience
The C12 Group  August 2008 - Present
Willow Creek Community Church  May 2005 - May 2008
Wachovia  November 2000 - August 2005
Merrill Lynch Investment Managers   December 1995 - November 2000
Northern Trust  April 1991 - December 1995

Skills
Organizational..., Team Building, Leadership Development, Mentoring, Leadership, Coaching, Entrepreneurship, Executive Coaching, Small Business, Non-profits, Public Speaking, Strategic Planning, Fundraising, Sales Management, Staff Development, Conflict Resolution, Management Consulting, Teaching, Team Leadership, Event Planning, Training, Community Outreach, Risk Management, Budgets

Education
Bethel University   2005 — 2008
Masters, Leadership

Illinois State University   1977 — 1982
Bachelors, Sports medicine and business

Thomas Rickey Thomas Rickey San Francisco Bay Area Details
Thomas Rickey's Merrill Lynch Investment Managers Experience December 2002 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Investment Managers   December 2002 - Present
Merrill Lynch  December 2002 - Present
Branders.com  1998 - 2000

Skills
Alternative Investments, Bloomberg, Portfolio Management, Investments, Investment Management, Derivatives, Wealth Management, Separately Managed..., Equity Research, Fund Of Funds, Performance Attribution, Bonds, Capital Markets, Investment Advisory, Series 63, Securities, Global Macro, Valuation, Financial Modeling, Strategic Planning

Education
Indiana University of Pennsylvania   1978 — 1980
Master of Business Administration (M.B.A.), Finance & Investments

Bucknell University   1972 — 1976
BSBA, Business/Commerce, General

Dena Minning Dena Minning Tampa/St. Petersburg, Florida Area Details
Dena Minning's Merrill Lynch Investment Managers Experience April 1985 - May 2005
Job Portfolio Manager at Personal Asset Management
Industry Financial Services
Experience
Personal Asset Management   August 2005 - Present
Merrill Lynch Investment Managers   April 1985 - May 2005

Skills
High Net Worth..., Investments, Portfolio Management, Strategic Financial..., Asset Managment, Certified Financial..., Strategy

Education
Case Western Reserve University   1990 — 1992
MBA, Business

University of Florida   1979 — 1983
BS, Finance

CCC

Brendan O'Neill Brendan O'Neill Greater Philadelphia Area Details
Brendan O'Neill's Merrill Lynch Investment Managers Experience April 2004 - September 2006
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock  September 2006 - Present
Merrill Lynch Investment Managers   April 2004 - September 2006
Nuveen Investments  September 1997 - March 2004
Rittenhouse Investment Management   March 1995 - August 1997
Nomura Asset Management  June 1985 - August 1987
Nomura Securities  June 1983 - May 1985

Education
Harvard Business School   1987 — 1989
Masters, Business Administration

Brown University   1979 — 1983
BA, International Relations

Nancy O'Rorke Nancy O'Rorke Greater New York City Area Details
Nancy O'Rorke's Merrill Lynch Investment Managers Experience June 2000 - September 2006
Job Billing and Collections Superviosr at Hoagland, Longo, Moran, Dunst & Doukas
Industry Law Practice
Experience
Hoagland, Longo, Moran, Dunst & Doukas   September 2013 - Present
Hoagland, Longo, Moran, Dunst & Doukas   January 2012 - September 2013
State Street  April 2011 - January 2012
Hoagland, Longo, Moran, Dunst & Doukas   October 2010 - November 2010
BlackRock  August 2010 - October 2010
Middlesex County Improvement Authority   September 2009 - July 2010
BlackRock  September 2006 - June 2008
Merrill Lynch Investment Managers   June 2000 - September 2006
Merrill Lynch Investment Managers   April 1993 - June 2000
Merrill Lynch Investment Managers   June 1990 - April 1993

Skills
Accounting, Account Reconciliation, General Ledger, Client Billing, Billing Systems, Business Process..., Re-engineering..., Asset Management, G/L Reconciliations, Financial Accounting, Investments, Mutual Funds, Accounts Receivable, Analysis, Business Process, Fund Accounting, Invoicing, Leadership, Integration, Bank Reconciliation, Financial Analysis, Securities, Financial Services, Financial Risk, Microsoft Excel, Financial Process..., Fixed Income, Asset Managment, Equities, Portfolio Management, Strategy, Bloomberg, Finance, Back Office

Education
Albright College   1980 — 1984
BS, Accounting

Janan Shelton, CFA Janan Shelton, CFA Greater New York City Area Details
Janan Shelton, CFA's Merrill Lynch Investment Managers Experience May 2005 - July 2007
Job Portfolio Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management  May 2014 - Present
Schroders  May 2011 - April 2014
BlackRock  July 2007 - May 2011
Merrill Lynch Investment Managers   May 2005 - July 2007

Education
Bucknell University   2001 — 2005
BSBA, Management and Economics

Andra Lawrence Andra Lawrence Greater Seattle Area Details
Andra Lawrence's Merrill Lynch Investment Managers Experience December 1996 - December 1999
Job Starbucks Coffee Company
Industry Retail
Experience
Starbucks Coffee Company  February 2010 - June 2013
PACE Staffing Network  March 2000 - March 2010
Infrastructure Group Services   2007 - 2007
Merrill Lynch Investment Managers   December 1996 - December 1999
AMDEL (Phoenix)   April 1985 - August 1991

Skills
Training, Software Documentation, Management, Human Resources, SharePoint, Project Management, Microsoft Excel, Editing, Budgets, Time Management, Marketing, Payroll, Sales, Intellectual Property, Healthcare, Mergers & Acquisitions, Accounts Payable, Employee Benefits, Procurement, Troubleshooting

Education
University of Washington   2001 — 2001
none, Non-fiction writing

Arizona State University   1983 — 1984
none, Business Administration

University of California, Los Angeles
B.A., English

Kirt Kubbs Kirt Kubbs Charlotte, North Carolina Area Details
Kirt Kubbs's Merrill Lynch Investment Managers Experience May 2003 - August 2003
Job Manager, Corporate Finance at Babcock & Wilcox
Industry Mechanical or Industrial Engineering
Experience
Babcock & Wilcox  January 2013 - Present
Babcock & Wilcox  October 2010 - January 2013
Johnson & Johnson, Global Treasury Services   February 2008 - September 2010
Johnson & Johnson Consumer Products Companies  May 2007 - February 2008
Johnson & Johnson World Headquarters  October 2006 - May 2007
Ethicon Endo-Surgery  March 2006 - October 2006
Johnson & Johnson Consumer Products Companies  May 2005 - March 2006
National City Bank  May 2004 - August 2004
Citigroup (Canary Wharf, London, UK)   October 2003 - December 2003
Merrill Lynch Investment Managers   May 2003 - August 2003

Skills
Analysis, Finance

Education
Bucknell University   2001 — 2005
BSBA, Management, Finance, Biology

Jeffrey Russo Jeffrey Russo Greater New York City Area Details
Jeffrey Russo's Merrill Lynch Investment Managers Experience 1999 - 2006
Job at Stone Toro Asset Management
Industry Investment Management
Experience
Stone Toro Asset Management   2009 - Present
BlackRock  2006 - 2009
Merrill Lynch Investment Managers   1999 - 2006
Bankers Trust Company  1994 - 1999
State Street  1989 - 1994

Skills
Equities, Hedge Funds, Alternative Investments, Asset Managment, Quantitative Investing

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1994
MBA, Finance

Isenberg School of Management, UMass Amherst   1985 — 1989
BBA, Finance

Doug Vaaler Doug Vaaler Greater St. Louis Area Details
Doug Vaaler's Merrill Lynch Investment Managers Experience January 2005 - October 2006
Job Regional Vice President at The Octavus Group
Industry Financial Services
Experience
The Octavus Group   April 2010 - Present
Mass Mutual Retirement Income Group   October 2006 - April 2009
MassMutual Financial Group  2006 - 2009
Merrill Lynch Investment Managers   January 2005 - October 2006
Prudential Financial  November 1993 - May 2004
Prudential Investments  1993 - 2004
A.G. Edwards & Sons, Inc.   1990 - 1993
Hull Trading Corp   1986 - 1988

Skills
Mutual Funds, Alternative Investments, CRM, Financial Services, Fixed Annuities, Separately Managed..., Financial Advisory, Leadership, Sales, Variable Annuities, Finance, Marketing

Education
Arizona State University   1982 — 1986
Bachelor of Science, Finance

Parkway West High

Regina Grebb Regina Grebb Greater New York City Area Details
Regina Grebb's Merrill Lynch Investment Managers Experience September 1999 - September 2000
Job Operations Analyst at Larch Lane Advisors LLC
Industry Investment Management
Experience
Larch Lane Advisors LLC  August 2010 - Present
Clay Finlay  September 2003 - May 2009
Schroders  October 2000 - September 2003
Merrill Lynch Investment Managers   September 1999 - September 2000
Morgan Stanley Investment Management  September 1996 - September 1999

Skills
CRM

Education
Bloomsburg University of Pennsylvania   1985 — 1989
BS, Finance

Dan LaRochelle Dan LaRochelle Greater Philadelphia Area Details
Dan LaRochelle's Merrill Lynch Investment Managers Experience January 2001 - September 2006
Job Quantitative Analyst Quantitative Portfolio Strategies at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  May 2007 - Present
Merrill Lynch Investment Managers   January 2001 - September 2006
Alliance Capital Management  1999 - 2001
American Express  1997 - 1999
Santander Investment  1994 - 1997
Citibank  1990 - 1994

Skills
Fixed Income, Performance Attribution, Risk, Asset Management, Risk Management, Market Risk, Equities, Portfolio Management, Financial Risk, Bloomberg, Alternative Investments, Asset Allocation, Mutual Funds

Education
Columbia University - Columbia Business School   1989 — 1990
MBA, Money & Financial Markets / Finance

Brown University   1982 — 1986
Sc.B., Applied Math/Economics

Laura Fritsky Laura Fritsky Greater New York City Area Details
Laura Fritsky's Merrill Lynch Investment Managers Experience 1990 - December 2000
Job Student at Thomas Edison State College
Industry Financial Services
Experience
State Street  January 2001 - 2012
Merrill Lynch Investment Managers   1990 - December 2000

Skills
Fund Accounting, Mutual Funds, Accounting, Equities, Financial Services, Fixed Income, Bloomberg, Asset Management, Hedge Funds, Securities, Derivatives, Portfolio Management, Fund Administration, Bonds, Alternative Investments, Options, Corporate Actions, Back Office

Education
Thomas Edison State College   2014 — 2015
Registered Nursing/Registered Nurse

Brookdale Community College   2013 — 2014
Pre-Nursing Studies

Rider University
MBA, Finance

Saint Joseph's University
BS, Accounting & Finance

George Antonak George Antonak New York, New York Details
George Antonak's Merrill Lynch Investment Managers Experience June 2000 - October 2006
Job Harding Loevner LP
Industry Financial Services
Experience
Harding Loevner LP  May 2010 - Present
Anton Investment Consulting   October 2006 - May 2010
Merrill Lynch Investment Managers   June 2000 - October 2006
Scudder Kemper Investments  January 1986 - May 2000

Education
Cornell University - Johnson Graduate School of Management
MBA, General Business

University of Michigan - Stephen M. Ross School of Business
BBA, Finance and Marketing

Tyler McConnell Tyler McConnell Greater New York City Area Details
Tyler McConnell's Merrill Lynch Investment Managers Experience June 2008 - August 2008
Job Vice President Infrastructure Investment Group at BlackRock
Industry Financial Services
Experience
BlackRock  May 2014 - Present
BlackRock  November 2009 - April 2014
Teach For America  August 2007 - June 2009
Merrill Lynch Investment Managers   June 2008 - August 2008

Skills
Proposal Writing, Management, Teaching, Investments, Economics, Corporate Finance, Analysis

Education
Dickinson College   2003 — 2007
B.A., International Business and Management

William Campagna William Campagna Hartford, Connecticut Area Details
William Campagna's Merrill Lynch Investment Managers Experience 1988 - 1991
Job Owner, Novare Electronics, LLC
Industry Financial Services
Experience
Novare Electronics, LLC   May 2003 - Present
Metropolitan Life Insurance Company  May 2001 - April 2003
Hartford Life Limited  February 1998 - May 2001
Travelers Insurance  October 1996 - February 1998
New England Life Insurance Company  1995 - October 1996
Putnam Investments  1991 - 1995
Merrill Lynch Investment Managers   1988 - 1991

Education
Cornell University - Johnson Graduate School of Management   1986 — 1988
MBA, Marketing, Accounting

State University of New York College at Buffalo   1981 — 1986
BA, Business, History

Saint Joseph's Collegiate Institute   1977 — 1981
HS

Sally (Orford) Miller Sally (Orford) Miller San Francisco Bay Area Details
Sally (Orford) Miller's Merrill Lynch Investment Managers Experience 2002 - 2006
Job Owner at American Consignment Company
Industry Information Technology and Services
Experience
American Consignment Company   September 2012 - Present
Silicon Valley Bank  January 2010 - August 2012
BlackRock  September 2009 - January 2010
Northern Trust  June 2008 - October 2008
Channel Capital Advisors LLP   January 2007 - October 2007
Merrill Lynch Investment Managers   2002 - 2006
Standard Chartered Bank  2001 - 2002
Merrill Lynch Investment Managers   2000 - 2001
UBS Warburg Dillon Read   1997 - 2000
Barclays Capital  1996 - 1997

Skills
Business Analysis, Requirements Analysis, Business Process, Strategy, Systems Analysis, Project Management, Project Planning, Software Documentation, Management

Education
Arizona State University - W. P. Carey School of Business   2004 — 2006
Masters, MBA

University of Nottingham   1989 — 1992
Bachelors, Computer Science

Michael J. Brady,CFA Michael J. Brady,CFA Greater Boston Area Details
Michael J. Brady,CFA's Merrill Lynch Investment Managers Experience January 2005 - September 2006
Job Wealth Management Advisor at BofA/Merrill Lynch
Industry Banking
Experience
Bank of America/Merrill Lynch  February 2007 - Present
Merrill Lynch Investment Managers   January 2005 - September 2006
Merrill Lynch Investment Managers   January 2001 - December 2004
Merrill Lynch Investment Managers   March 2000 - January 2004
Merrill Lynch Asset Management  January 1997 - March 2000
Merrill Lynch Asset Management  January 1982 - December 1996

Skills
Private Wealth..., Asset Allocation, Alternative Investments, New Business Development, Financial Planners, Healthcare, Security Analysis, Liquidity Management, Portfolio Management, Mutual Funds, Separately Managed..., Exchange Traded Funds, Series 7, Wealth Management..., Wealth Management, Series 63, Banking, Investment Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1993
Master of Business Administration (M.B.A.), Finance

Stonehill College   1977 — 1981
Bachelor of Science in Business Administration, Accounting

Brad Lucido Brad Lucido United States Details
Brad Lucido's Merrill Lynch Investment Managers Experience January 1995 - May 2006
Job Senior Vice President, Deputy General Counsel and Chief Compliance Officer at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  July 2008 - Present
Babson Capital Management  May 2006 - July 2008
Merrill Lynch Investment Managers   January 1995 - May 2006
Dilworth Paxson   September 1991 - January 1995

Skills
Asset Management, Corporate Governance, FINRA, Risk Management, Mutual Funds, Investments, Securities Regulation, Financial Services, Securities, Alternative Investments, Hedge Funds, Series 7, Investment Advisory, Due Diligence, Mergers & Acquisitions

Education
University of Pennsylvania Law School   1988 — 1991
J.D., cum laude

Brown University   1984 — 1988
A.B., Business Economics

Paul Julius Paul Julius Greater New York City Area Details
Paul Julius's Merrill Lynch Investment Managers Experience February 2002 - May 2004
Job Director of Finance at Proskauer Rose LLP
Industry Legal Services
Experience
Proskauer Rose LLP  April 2012 - Present
Morgan Stanley Investment Management  July 2010 - March 2012
Credit Suisse  August 2005 - May 2010
Credit Suisse Asset Management  May 2004 - August 2005
Merrill Lynch Investment Managers   February 2002 - May 2004
Merrill Lynch  June 2000 - February 2002
Merrill Lynch  June 1998 - June 2000
Merrill Lynch  August 1994 - June 1998

Skills
Law Firm Administration, Law Firm Finance, Finance, Strategy, Partnership Accounting, Mergers & Acquisitions, Financial Services, Global Cash Management, Financial Reporting, Securities, Hedge Funds, Private Equity, Corporate Governance, Due Diligence, Capital Markets, Asset Management, Alternative Investments, Equities, Risk Management, Leadership, Private Banking, Series 24, Financial Risk, Wealth Management, Investments, Corporate Finance, Restructuring, Mutual Funds, Portfolio Management, Valuation, Accounting, Financial Modeling, Team Building, Budgeting and..., Project Management

Education
Cornell University
BA

New York University - Leonard N. Stern School of Business
MBA

Whitneyrose Upchurch Whitneyrose Upchurch Greater Nashville Area Details
Whitneyrose Upchurch's Merrill Lynch Investment Managers Experience 2007 - 2009
Job Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Investment Management  2009 - Present
Merrill Lynch Investment Managers   2007 - 2009

Education
Royal College of Music   2003 — 2004
Vocal Certificate

Baylor University   1997 — 2002
Bachelor of Music, Vocal Performance

Kelsey Grant Kelsey Grant Greater Boston Area Details
Kelsey Grant's Merrill Lynch Investment Managers Experience August 2009 - September 2009
Job Senior Accountant
Industry Financial Services
Experience
Shorelight Education  September 2015 - Present
Five Star Quality Care  August 2014 - August 2015
Bright Horizons  August 2012 - August 2014
OwnerIQ, Inc.   August 2011 - August 2012
Merrill Lynch Investment Managers   August 2009 - September 2009
RBC Wealth Management; Shrewsbury, NJ   June 2009 - July 2009

Skills
Financial Analysis, Microsoft Excel, Accounting, PowerPoint, Outlook, Salesforce.com, Microsoft Word, Microsoft Office, QuickBooks, Peachtree, PeopleSoft, Account Reconciliation, Financial Reporting

Education
Boston College   2014 — 2016
Master of Business Administration (M.B.A.), Accounting

Bentley University   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics/Finance

Anna Chin, CFA Anna Chin, CFA Greater New York City Area Details
Anna Chin, CFA's Merrill Lynch Investment Managers Experience 1996 - 2006
Job Senior Fixed Income Analyst
Industry Investment Management
Experience
Princeton Advisory Group  2007 - 2011
Merrill Lynch Investment Managers   1996 - 2006
Chase Manhattan Bank  1982 - 1996

Skills
Fixed Income, ABS, Hedge Funds, High Yield, Bloomberg

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS

CFA Charterholder
CFA

City University of New York-Baruch College - Zicklin School of Business
MBA

Manufacturers Hanover Trust (now JPM Chase)

Curt Snyder, CFA, CPA Curt Snyder, CFA, CPA Greater Philadelphia Area Details
Curt Snyder, CFA, CPA's Merrill Lynch Investment Managers Experience 2001 - 2006
Job Managing Member, Towercrest Capital Management
Industry Investment Management
Experience
Towercrest Capital Management   2009 - Present
Brigade Capital Management  2006 - 2009
Merrill Lynch Investment Managers   2001 - 2006
JPMorgan Chase  1999 - 2001
Wasserstein Perella  1997 - 1999
Ernst & Young  1992 - 1996

Education
Drexel University   1991 — 1994
Master of Business Administration (MBA), Finance

Bloomsburg University of Pennsylvania   1985 — 1989
Bachelor of Science (B.S.), Accounting

Frances Lewis Frances Lewis Greater New York City Area Details
Frances Lewis's Merrill Lynch Investment Managers Experience 1991 - 2001
Job Director at MacKay Shields
Industry Investment Management
Experience
MacKay Shields  2009 - Present
Merrill Lynch Investment Managers   1991 - 2001

Skills
Municipal Bond Analyst

Education
Boston University Graduate School of Management
MBA, Finance

University of Michigan
BA, Economics

Shelley Coaxum Shelley Coaxum Brooklyn, New York Details
Shelley Coaxum's Merrill Lynch Investment Managers Experience June 1989 - March 2002
Job Vice President at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services  August 2014 - Present
Citco Fund Services  August 2005 - August 2014
Goldman Sachs Asset Management  July 2002 - August 2005
MERRILL LYNCH Investment Managers   June 1989 - March 2002

Skills
Hedge Funds, Derivatives, Bloomberg, Equities, Alternative Investments, Fixed Income, Options, Capital Markets, Mutual Funds, Investments

Education
City University of New York-Brooklyn College
BS - Business, Management and Finance, 3.2

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