| MERRILL LYNCH & CO INC www.ml.com | | Industry Group Code: 523110 | | | | Ranks within this company's industry group: | | Sales: 2 | Profits:28 |
| | | Brokers/Stocks: | | Broker: | Y | | Investment Bank: | Y | | Futures/Options: | | | | | | | | | | |
| | Investments: | | Funds: | Y | | Annuities: | | | Financial Planning: | Y | | Venture Capital: | Y | | Private Equity: | Y | | | |
| | Asset Management: | | Investment Mgmt.: | Y | | Employee Benefits: | Y | | Fund Advisors: | Y | | Futures/Options: | | | | | |
| | Exchanges: | | Exchange: | | | Stock Specialist: | | | | | | | | | |
| | Services: | | Financial Printing: | | | Consulting/Research: | Y | | Transfers/Payments: | | | Specialty Services: | Y | | | | | |
| | Technology: | | Financial Software: | | | Financial Information: | | | Online Systems: | | | IT Consulting: | | | | | |
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| TYPES OF BUSINESS: | BRANDS/DIVISIONS/AFFILIATES | Stock Brokerage & Investment Banking
Research Services
Financial Planning Services
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| Global Securities & Economics Group
BlackRock Inc
First Republic Bank
Merrill Lynch Bank & Trust Co
Bank of America
| | CONTACTS: Note: Officers with more than one job title may be intentionally listed here more than once. | John Thain, CEO
Gregory J. Fleming, Co-COO/Co-Pres.
Ahmass Fakahany, Co-COO/Co-Pres.
Nelson Chai, CFO
Thomas K. Montag, Head-Global Sales & Mktg.
Thomas J. Sanzone, Exec. VP-Chief Admin. Officer
Rosemary T. Berkery, General Counsel/Vice Chmn.
Margaret Tutwiler, Head-Comm. & Public Affairs
Robert J. McCann, Pres., Global Wealth Mgmt. Group
Andrea Orcel, Head-Global Origination
Candace Browning, Pres., Merrill Lynch Global Research
Michael Nierenberg, Global Head-Mortgages & Securitized Prod.
John A. Thain, Chmn.
Bob Wigley, Chmn.-Europe, Middle East & Africa
| | Phone: 212-449-1000 | | Fax: 212-449-9418 | | Toll-Free: 800-637-7455 | Address: 4 World Financial Center, 250 Vesey St.
New York, NY 10080, US |
| | GROWTH PLANS/SPECIAL FEATURES | | Merrill Lynch & Co., Inc., a holding company, is a wealth management, capital markets and advisory firm. Merrill Lynch (ML) has a presence in 40 countries and territories, with major geographic regions of operations in the U.S.; Europe, the Middle East and Africa; the Pacific Rim; Canada; and Latin America. As an investment bank, the company is a global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. The firm operates in two segments: global markets and investment banking (GMI); and global wealth management (GWM). The GMI segment, provides trading, capital markets services, investment banking and advisory services to corporations, financial institutions, institutional investors and governments around the world. GMI also provides clients with financing, securities clearing, settlement and custody services and engages in principal and private equity investing. The segment’s investment banking division provides securities origination and strategic advisory services for issuer clients, including underwriting and placement of public and private equity, debt and related securities, as well as lending and other financing activities for clients globally. The GWM segment provides brokerage, investment advisory and financial planning services, offering both proprietary and third-party wealth management products and services globally to individuals, small- to mid-size businesses and employee benefit plans. Merrill Lynch also provides research services on a global basis through its Global Securities & Economics Group. In 2007, the firm acquired First Republic Bank, which now operates as a division of Merrill Lynch Bank & Trust Co. In 2007, the firm sold Merrill Lynch Insurance Group to AEGON N.V. In September 2008, the firm agreed to be acquired by Bank of America. The deal is expected to close in early 2009. |
| FINANCIALS: Sales and profits are in thousands of dollars-add 000 to get the full amount. Yr. 2008 note: Fiscal 2008 results were not available for all companies at press time. For this company, yr. 2008 is for 12 months. | | 2008 Sales: | Unavailable | (12 months) | 2008 Profits: | Unavailable | (12 months) | | 2007 Sales: | $62,675,000 | | 2007 Profits: | ($7,777,000) | | | 2006 Sales: | $69,352,000 | | 2006 Profits: | $7,499,000 | | | 2005 Sales: | $46,848,000 | | 2005 Profits: | $5,116,000 | | | 2004 Sales: | $22,059,000 | | 2004 Profits: | $4,436,000 | | Stock Ticker: MER | Employees: 64,200 | Fiscal Year Ends: 12/31 |
| SALARIES/BENEFITS: | | Pension Plan: | ESOP Stock Plan: | Profit Sharing: | | Savings Plan: | Stock Purch. Plan: | | | | | | Top Exec. Salary: $584,231 | Bonus: | | Second Exec. Salary: $350,000 | Bonus: |
| OTHER THOUGHTS: | LOCATIONS: ('Y' = YES) | | Apparent Top Female Officers: 6 | W | SW | MW | SE | NE | INTER. | | Hot Spots for Advancement for Women/Minorities: Y | Y | Y | Y | Y | Y | Y |
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