Merrill Lynch Investment Managers
Industry: Company
DescriptionHeadquarters: London Parent organizations: BlackRock, BR Jersey International Holdings L.P. Subsidiaries: BlackRock Advisors (UK) Limited,
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Merrill Lynch Investment Managers Employees
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
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
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
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
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
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
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
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
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)
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
Merrill Lynch Investment Managers August 2002 - December 2006
AllianceBernstein 1994 - 2000
Education
Boston College 1974 — 1978
B.S., School of Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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!
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
BlackRock September 2006 - Present
Merrill Lynch Investment Managers 1999 - 2001
Education
Georgetown University 1979 — 1982
BSFS, International Economics
Nyenrode Business University
Universidad Tecnológica Equinoccial
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
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
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
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
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
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2001 - 2006
Equitable PCI Bank 1990 - 1999
Education
Asian Institute of Management 1986 — 1988
MBM, Business Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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