Merrill Edge
Industry: Retail banking company
DescriptionMerrill Edge is an online discount brokerage service provided by Bank of America Merrill Lynch. Launched on June 21, 2010, Merrill Edge is a part of Bank of America's retail banking division. Parent organization: Bank of America Founded: 21 June 2010 Number of employees: 2,500 Area served: United States of America Key people: Aron Levine
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Merrill Edge Employees
Employee
Years
Job
Industry
Ashley McConnell Ashley McConnell's Merrill Edge Experience June 2014 - Present
Job AVP, Premium Elite Relationship Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
Merrill Edge November 2012 - June 2014
Longhorn Steakhouse February 2010 - April 2013
BC Hats, Inc. December 2011 - November 2012
Locust Hill Country Club October 2007 - February 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Series 7, Series 63, Event Planning, Sales, Financial Analysis, Time Management, Investments, Management, Financial Services, Leadership, Finance
Education
Flagler College 2008 — 2012
Bachelor’s Degree, Business Administration; Finance; English
Merrill Edge June 2014 - Present
Merrill Edge November 2012 - June 2014
Longhorn Steakhouse February 2010 - April 2013
BC Hats, Inc. December 2011 - November 2012
Locust Hill Country Club October 2007 - February 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Series 7, Series 63, Event Planning, Sales, Financial Analysis, Time Management, Investments, Management, Financial Services, Leadership, Finance
Education
Flagler College 2008 — 2012
Bachelor’s Degree, Business Administration; Finance; English
John Busta Jr. John Busta Jr.'s Merrill Edge Experience January 2013 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge January 2013 - Present
John Busta Roofing Inc. November 2005 - January 2013
John Busta Roofing Incorporated October 2005 - January 2013
Carrabba's Italian Grill February 2009 - December 2012
Carrabba’s Italian Grill February 2009 - December 2012
Montys Raw Bar November 2004 - April 2006
Montys Raw Bar November 2004 - April 2006
Skills
Customer Service, Time Management, Microsoft Excel, Restaurants, PowerPoint, Microsoft Office, Restaurant Management, Inventory Management, Microsoft Word, Leadership, Finance, Food Service
Education
Florida International University 2012 — 2013
Master of Science (MS), Finance, General
University of Florida
Bachelor of Arts, Business Administration
University of Florida 2002 — 2004
Bachelor of Business Administration (BBA)
Florida International University
Master of Science, Finance
Merrill Edge January 2013 - Present
John Busta Roofing Inc. November 2005 - January 2013
John Busta Roofing Incorporated October 2005 - January 2013
Carrabba's Italian Grill February 2009 - December 2012
Carrabba’s Italian Grill February 2009 - December 2012
Montys Raw Bar November 2004 - April 2006
Montys Raw Bar November 2004 - April 2006
Skills
Customer Service, Time Management, Microsoft Excel, Restaurants, PowerPoint, Microsoft Office, Restaurant Management, Inventory Management, Microsoft Word, Leadership, Finance, Food Service
Education
Florida International University 2012 — 2013
Master of Science (MS), Finance, General
University of Florida
Bachelor of Arts, Business Administration
University of Florida 2002 — 2004
Bachelor of Business Administration (BBA)
Florida International University
Master of Science, Finance
Billy Triplett, CRPC® MBA Billy Triplett, CRPC® MBA's Merrill Edge Experience July 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Retail
Experience
Merrill Edge July 2013 - Present
Merrill Lynch May 2011 - July 2013
Winn Dixie Stores May 1999 - May 2011
Skills
Microsoft Excel, Management, Series 7, Inventory Management, Customer Service, Microsoft Word, Leadership, Time Management, Microsoft Office, PowerPoint, Outlook, Financial Analysis, Retail, Team Leadership, Uniform Combined State..., Series 66, Professional Phone..., Financial Services, Sales, Finance, Risk Management, Analysis, Portfolio Management, Investments, Mutual Funds
Education
University of North Florida 2011 — 2012
MBA, International Business
EBS - European Business School Paris 2010 — 2010
Business, Management, Marketing, and Related Support Services
University of North Florida 2005 — 2010
BBA, Management
Saint Johns River State College 2001 — 2004
AA, General
Merrill Edge July 2013 - Present
Merrill Lynch May 2011 - July 2013
Winn Dixie Stores May 1999 - May 2011
Skills
Microsoft Excel, Management, Series 7, Inventory Management, Customer Service, Microsoft Word, Leadership, Time Management, Microsoft Office, PowerPoint, Outlook, Financial Analysis, Retail, Team Leadership, Uniform Combined State..., Series 66, Professional Phone..., Financial Services, Sales, Finance, Risk Management, Analysis, Portfolio Management, Investments, Mutual Funds
Education
University of North Florida 2011 — 2012
MBA, International Business
EBS - European Business School Paris 2010 — 2010
Business, Management, Marketing, and Related Support Services
University of North Florida 2005 — 2010
BBA, Management
Saint Johns River State College 2001 — 2004
AA, General
Joshua Fowler Joshua Fowler's Merrill Edge Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge February 2015 - Present
JPMorgan Chase 2010 - 2014
Edward Jones September 2008 - February 2010
Bilsten's Appliance Stores of California, Inc. October 2004 - September 2008
United States Marine Corps September 1997 - March 2004
Skills
Strategic Planning, Workshop Development, Seminar Marketing, Process Improvement, Maintaining Strong..., Operations Management, Timeline Development, Personal Development, Financial Management..., purchasing and..., Conflict Resolution, Leadership Development, Personnel Management, Customer Service
Education
California State University, Fresno 2005 — 2007
Bachelor of Science (B.S.), Business Administration Finance
Fresno City College 2004 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Merrill Edge February 2015 - Present
JPMorgan Chase 2010 - 2014
Edward Jones September 2008 - February 2010
Bilsten's Appliance Stores of California, Inc. October 2004 - September 2008
United States Marine Corps September 1997 - March 2004
Skills
Strategic Planning, Workshop Development, Seminar Marketing, Process Improvement, Maintaining Strong..., Operations Management, Timeline Development, Personal Development, Financial Management..., purchasing and..., Conflict Resolution, Leadership Development, Personnel Management, Customer Service
Education
California State University, Fresno 2005 — 2007
Bachelor of Science (B.S.), Business Administration Finance
Fresno City College 2004 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Ryan Wolf Ryan Wolf's Merrill Edge Experience January 2015 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Smokey Bones Bar & Grill January 2009 - January 2015
Skills
Food Service, Customer Service, Microsoft Office, Restaurants, Restaurant Management, Financial Services, Sales, Microsoft Excel, Time Management, Finance, Investments, Teamwork, Financial Analysis, Leadership, Microsoft Word, Financial Planning, Retirement Planning, Strategic Planning, Client Relations
Education
Columbus State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.3
Chattahoochee Valley Community College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.5
Lenape Regional High School 2002 — 2005
Moorestown High School 2001 — 2002
Merrill Edge January 2015 - Present
Smokey Bones Bar & Grill January 2009 - January 2015
Skills
Food Service, Customer Service, Microsoft Office, Restaurants, Restaurant Management, Financial Services, Sales, Microsoft Excel, Time Management, Finance, Investments, Teamwork, Financial Analysis, Leadership, Microsoft Word, Financial Planning, Retirement Planning, Strategic Planning, Client Relations
Education
Columbus State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.3
Chattahoochee Valley Community College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.5
Lenape Regional High School 2002 — 2005
Moorestown High School 2001 — 2002
Chris Begley Chris Begley's Merrill Edge Experience September 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Fazio Fertilizer 2014 - 2014
Charles Schwab 2011 - 2013
Proprietary Day Trader 2001 - 2010
Christner Gravel and Asphalt (family business) 2001 - 2006
251 Sunrise 1998 - 2000
Euro-Spreads and Associates 1996 - 1998
Standard Chartered Securities 1993 - 1996
Bara Finance and Securities 1992 - 1993
Skills
Leadership, Global Business..., Financial Management..., Strategic Financial..., Competitive Analysis, Financial Analysis, Due Diligence, Entrepreneurship, Start-up Consulting, Sales, Investments, Trading, Strategy, Equities, Derivatives, Options, Finance, Securities, Management, Financial Planning, Strategic Planning, Team Building
Education
Indiana University South Bend
Master of Business Administration (M.B.A.), Finance
DePauw University
Bachelor's Degree, English Literature
Culver Military Academy
High School
Merrill Edge September 2014 - Present
Fazio Fertilizer 2014 - 2014
Charles Schwab 2011 - 2013
Proprietary Day Trader 2001 - 2010
Christner Gravel and Asphalt (family business) 2001 - 2006
251 Sunrise 1998 - 2000
Euro-Spreads and Associates 1996 - 1998
Standard Chartered Securities 1993 - 1996
Bara Finance and Securities 1992 - 1993
Skills
Leadership, Global Business..., Financial Management..., Strategic Financial..., Competitive Analysis, Financial Analysis, Due Diligence, Entrepreneurship, Start-up Consulting, Sales, Investments, Trading, Strategy, Equities, Derivatives, Options, Finance, Securities, Management, Financial Planning, Strategic Planning, Team Building
Education
Indiana University South Bend
Master of Business Administration (M.B.A.), Finance
DePauw University
Bachelor's Degree, English Literature
Culver Military Academy
High School
Jermaine Haywood Jermaine Haywood's Merrill Edge Experience May 2011 - July 2013
Job VP Central Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Edge May 2011 - July 2013
Fidelity Investments February 2008 - November 2010
Florida Department of Revenue April 2005 - February 2008
Skills
Microsoft Office, Resourceful..., Interviews, Coaching, Oversight, Training, Trading, Options Strategies, Margin, Series 7, Series 63
Education
Florida A&M University 2000 — 2007
Bachelor of Science (BS), Political Science
Merrill Lynch July 2013 - Present
Merrill Edge May 2011 - July 2013
Fidelity Investments February 2008 - November 2010
Florida Department of Revenue April 2005 - February 2008
Skills
Microsoft Office, Resourceful..., Interviews, Coaching, Oversight, Training, Trading, Options Strategies, Margin, Series 7, Series 63
Education
Florida A&M University 2000 — 2007
Bachelor of Science (BS), Political Science
Alan Witt Alan Witt's Merrill Edge Experience September 2014 - Present
Job at
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Wells Fargo March 2014 - Present
Virginia Company Bank June 2007 - April 2010
Skills
Banking, Commercial Lending, Retail Banking, Small Business Lending, Fixed Annuities, Loans, Credit, Credit Analysis, Consumer Lending, Strategic Financial..., Mortgage Lending, Estate Planning, Stocks, Portfolio Management, Retirement Planning, Retirement, Lines Of Credit
Education
Christopher Newport University 2005 — 2007
Bachelor of Arts (B.A.), History
Merrill Edge September 2014 - Present
Wells Fargo March 2014 - Present
Virginia Company Bank June 2007 - April 2010
Skills
Banking, Commercial Lending, Retail Banking, Small Business Lending, Fixed Annuities, Loans, Credit, Credit Analysis, Consumer Lending, Strategic Financial..., Mortgage Lending, Estate Planning, Stocks, Portfolio Management, Retirement Planning, Retirement, Lines Of Credit
Education
Christopher Newport University 2005 — 2007
Bachelor of Arts (B.A.), History
Jack Lorenz Jack Lorenz's Merrill Edge Experience 2013 - Present
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
Clark Gambarrotti Clark Gambarrotti's Merrill Edge Experience January 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2013 - Present
TD AMERITRADEFort Lauderdale March 2011 - December 2012
National Securities September 2009 - January 2010
LOU BACHRODT MAZDA August 2008 - November 2008
AL HENDRICKSON TOYOTA January 2002 - August 2008
DREYFUS BROKERAGE SERVICES March 2000 - January 2001
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, FINRA
Education
Florida Atlantic University
City University of New York 1987 — 1991
Bachelor of Science (B.S.), Economics & International Business
City University of New York
Bachelor of Science, Economics and International Business
Merrill Edge January 2013 - Present
TD AMERITRADEFort Lauderdale March 2011 - December 2012
National Securities September 2009 - January 2010
LOU BACHRODT MAZDA August 2008 - November 2008
AL HENDRICKSON TOYOTA January 2002 - August 2008
DREYFUS BROKERAGE SERVICES March 2000 - January 2001
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, FINRA
Education
Florida Atlantic University
City University of New York 1987 — 1991
Bachelor of Science (B.S.), Economics & International Business
City University of New York
Bachelor of Science, Economics and International Business
M. Camille Winfrey M. Camille Winfrey's Merrill Edge Experience August 2012 - Present
Job Market Sales Manager
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Merrill Edge March 2010 - August 2012
USC Lambda Alumni Association May 2009 - August 2010
UBS Financial Services May 2008 - May 2009
Reaching Out MBA Conference January 2007 - October 2007
Imperial Capital Bank May 2007 - August 2007
JPMorganChase March 2003 - June 2006
Citizens Trust Bank January 2001 - February 2003
Citizens Trust Bank January 2000 - January 2001
Citizens Trust Bank January 1999 - January 2000
Skills
Banking, Credit, Financial Services, Series 7, Investments, Loans, Strategic Financial..., Credit Analysis, Leadership, Management
Education
University of Southern California - Marshall School of Business 2006 — 2008
M.B.A., Business of Entertainment and Finance
Florida Agricultural and Mechanical University 1992 — 1997
B.S., Business Administration
DeKalb Center for the Performing Arts at Avondale 1987 — 1992
Advanced Academic Degree with Excellence, Visual and Performing Arts, 4.17 GPA
Merrill Edge August 2012 - Present
Merrill Edge March 2010 - August 2012
USC Lambda Alumni Association May 2009 - August 2010
UBS Financial Services May 2008 - May 2009
Reaching Out MBA Conference January 2007 - October 2007
Imperial Capital Bank May 2007 - August 2007
JPMorganChase March 2003 - June 2006
Citizens Trust Bank January 2001 - February 2003
Citizens Trust Bank January 2000 - January 2001
Citizens Trust Bank January 1999 - January 2000
Skills
Banking, Credit, Financial Services, Series 7, Investments, Loans, Strategic Financial..., Credit Analysis, Leadership, Management
Education
University of Southern California - Marshall School of Business 2006 — 2008
M.B.A., Business of Entertainment and Finance
Florida Agricultural and Mechanical University 1992 — 1997
B.S., Business Administration
DeKalb Center for the Performing Arts at Avondale 1987 — 1992
Advanced Academic Degree with Excellence, Visual and Performing Arts, 4.17 GPA
Nick Gums Nick Gums's Merrill Edge Experience October 2014 - Present
Job Assistant Vice PresidentFinancial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
J.P. Morgan Chase Bank N.A. July 2014 - October 2014
J.P. Morgan Securities LLC. February 2013 - June 2014
JPMorgan Chase April 2011 - February 2013
Wells Fargo Bank October 2008 - April 2011
Skills
Retirement Planning, Asset Management, Insurance, Financial Planning, Mutual Funds, Risk Management, Finance, Branch Banking, Management, Uniform Combined State..., Strategic Financial..., Customer Service, Sales Management, Securities, Investment Strategies, Investment Advisory, Cash Management, Cross Selling
Education
CSU Sacramento 1999 — 2003
Business
De La Salle High School 1996 — 1999
Saint Mary's High School 1995 — 1996
General
Merrill Edge October 2014 - Present
J.P. Morgan Chase Bank N.A. July 2014 - October 2014
J.P. Morgan Securities LLC. February 2013 - June 2014
JPMorgan Chase April 2011 - February 2013
Wells Fargo Bank October 2008 - April 2011
Skills
Retirement Planning, Asset Management, Insurance, Financial Planning, Mutual Funds, Risk Management, Finance, Branch Banking, Management, Uniform Combined State..., Strategic Financial..., Customer Service, Sales Management, Securities, Investment Strategies, Investment Advisory, Cash Management, Cross Selling
Education
CSU Sacramento 1999 — 2003
Business
De La Salle High School 1996 — 1999
Saint Mary's High School 1995 — 1996
General
Dean Wallace Dean Wallace's Merrill Edge Experience March 2015 - Present
Job Financial solutions Advisor with Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Wells Fargo Advisors April 2014 - March 2015
Citi August 2012 - April 2014
Skills
Banking, Credit, Loans, Financial Analysis, Customer Service, Risk Management, Portfolio Management, Finance, Management, Financial Services
Education
Bowie State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Merrill Edge March 2015 - Present
Wells Fargo Advisors April 2014 - March 2015
Citi August 2012 - April 2014
Skills
Banking, Credit, Loans, Financial Analysis, Customer Service, Risk Management, Portfolio Management, Finance, Management, Financial Services
Education
Bowie State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Bernardo Rojas Bernardo Rojas's Merrill Edge Experience 2012 - 2013
Job Operations Associate III at TD
Industry Financial Services
Experience
TD March 2015 - Present
Voya Financial 2013 - 2014
Merrill Edge 2012 - 2013
Skills
Series 7, Series 66, Oracle Applications, Financial Services, Retirement, Investments, Portfolio Management, Asset Management, Finance, Financial Planning, Financial Analysis, Equities, Banking
Education
Flagler College 2009 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Berkeley Preparatory School 2005 — 2007
GED
TD March 2015 - Present
Voya Financial 2013 - 2014
Merrill Edge 2012 - 2013
Skills
Series 7, Series 66, Oracle Applications, Financial Services, Retirement, Investments, Portfolio Management, Asset Management, Finance, Financial Planning, Financial Analysis, Equities, Banking
Education
Flagler College 2009 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Berkeley Preparatory School 2005 — 2007
GED
Scott McQuistan's Merrill Edge Experience August 2012 - Present
Job Director Regional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Merrill Edge September 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - September 2011
Wells Fargo Financial December 2008 - January 2010
Wells Fargo Financial October 2006 - August 2008
Wells Fargo Financial December 2004 - October 2006
Skills
Marketing Strategy, Process Improvement, Investments, Financial Analysis, Credit, Strategy, Mortgage Lending, Series 7, Sales, Strategic Planning, Loans, Customer Service, Leadership, Management, Banking, Portfolio Management, Budgets
Education
Drake University 2002 — 2003
MBA, Marketing
Iowa State University 2006 — 2008
Master of Accounting, Accounting / Finance
University of Florida 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Merrill Edge August 2012 - Present
Merrill Edge September 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - September 2011
Wells Fargo Financial December 2008 - January 2010
Wells Fargo Financial October 2006 - August 2008
Wells Fargo Financial December 2004 - October 2006
Skills
Marketing Strategy, Process Improvement, Investments, Financial Analysis, Credit, Strategy, Mortgage Lending, Series 7, Sales, Strategic Planning, Loans, Customer Service, Leadership, Management, Banking, Portfolio Management, Budgets
Education
Drake University 2002 — 2003
MBA, Marketing
Iowa State University 2006 — 2008
Master of Accounting, Accounting / Finance
University of Florida 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Michael Charley Michael Charley's Merrill Edge Experience January 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Charles Schwab 1996 - 2009
Skills
Investments, Series 7, Series 63, Mutual Funds, Securities, Financial Services
Education
DeVry Institute of Technology 1990 — 1993
Bachelor of Science (B.S.), Business Operations
Merrill Edge January 2014 - Present
Charles Schwab 1996 - 2009
Skills
Investments, Series 7, Series 63, Mutual Funds, Securities, Financial Services
Education
DeVry Institute of Technology 1990 — 1993
Bachelor of Science (B.S.), Business Operations
Jazmin Madrid's Merrill Edge Experience April 2015 - Present
Job Sr. Customer Service Rep for Merrill Edge
Industry Banking
Experience
Merrill Edge April 2015 - Present
Citizens Bank January 2015 - April 2015
Bank of America October 2011 - November 2014
Bank of America September 2013 - August 2014
Bank of America July 2009 - October 2011
JCPenney July 2006 - July 2009
Skills
CRM, Sales, Customer Service, Pricing, Small Business, Banking, Loans, Call Centers, Relationship Management, Risk Management, Business Analysis, Portfolio Management, Microsoft Excel, Financial Risk, Outlook, Team Building, Cross Selling, Credit, Retail Banking, Leadership, Microsoft Office, Customer Satisfaction
Education
Classical 2004 — 2008
High School/Secondary Diplomas and Certificates
Community College of Rhode Island
in process, Finance, General
Merrill Edge April 2015 - Present
Citizens Bank January 2015 - April 2015
Bank of America October 2011 - November 2014
Bank of America September 2013 - August 2014
Bank of America July 2009 - October 2011
JCPenney July 2006 - July 2009
Skills
CRM, Sales, Customer Service, Pricing, Small Business, Banking, Loans, Call Centers, Relationship Management, Risk Management, Business Analysis, Portfolio Management, Microsoft Excel, Financial Risk, Outlook, Team Building, Cross Selling, Credit, Retail Banking, Leadership, Microsoft Office, Customer Satisfaction
Education
Classical 2004 — 2008
High School/Secondary Diplomas and Certificates
Community College of Rhode Island
in process, Finance, General
Jeffrey Ngo Jeffrey Ngo's Merrill Edge Experience March 2015 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Scottrade July 2014 - March 2015
Merrill Lynch November 2013 - April 2014
Wells Fargo November 2009 - November 2013
Skills
Social Media, Sales, Public Relations, Social Networking, Salesforce.com, Event Planning, Social Media Marketing, Management, Marketing Strategy, Business Development, Sales Management, Email Marketing, Account Management, Marketing, Customer Service, Finance, Investments, Leadership, Microsoft Office, Banking, Microsoft Excel, Credit
Education
Metropolitan Community College 2015 — 2017
Certificate of Achievement, Personal Financial Planning
California State University-Sacramento 2003 — 2008
Bachelor of Science (B.S.), Business Administration. Emphasis in Marketing
Merrill Edge March 2015 - Present
Scottrade July 2014 - March 2015
Merrill Lynch November 2013 - April 2014
Wells Fargo November 2009 - November 2013
Skills
Social Media, Sales, Public Relations, Social Networking, Salesforce.com, Event Planning, Social Media Marketing, Management, Marketing Strategy, Business Development, Sales Management, Email Marketing, Account Management, Marketing, Customer Service, Finance, Investments, Leadership, Microsoft Office, Banking, Microsoft Excel, Credit
Education
Metropolitan Community College 2015 — 2017
Certificate of Achievement, Personal Financial Planning
California State University-Sacramento 2003 — 2008
Bachelor of Science (B.S.), Business Administration. Emphasis in Marketing
Agnes Liong Agnes Liong's Merrill Edge Experience July 2014 - Present
Job Financial Analyst at Farmers Group Insurance & Zurich Investments
Industry Financial Services
Experience
Farmers Group Insurance & Financial Solutions- No.1 Commercial Lines Insurance Agency in Southern CA May 2015 - Present
Merrill Edge July 2014 - Present
Stand Up 2 Bullying March 2014 - Present
Edward Jones July 2013 - July 2014
arubixs May 2013 - June 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Volunteers of America January 2010 - June 2010
PT.SIKISEI June 2007 - December 2009
Bank Jasa Jakarta July 2005 - July 2007
Bali Restaurant July 2000 - July 2005
Education
Pepperdine University 2014 — 2017
Master of Business Administration (MBA), Finance, General
California State University-East Bay 2011 — 2012
Bachelor of Science (B.Sc.), Finance and Marketing, 3.81
Shoreline Community College 2009 — 2010
Associate of Arts with Honors, Business, 3.8
Diablo Valley College 2009 — 2009
Business
Farmers Group Insurance & Financial Solutions- No.1 Commercial Lines Insurance Agency in Southern CA May 2015 - Present
Merrill Edge July 2014 - Present
Stand Up 2 Bullying March 2014 - Present
Edward Jones July 2013 - July 2014
arubixs May 2013 - June 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Volunteers of America January 2010 - June 2010
PT.SIKISEI June 2007 - December 2009
Bank Jasa Jakarta July 2005 - July 2007
Bali Restaurant July 2000 - July 2005
Education
Pepperdine University 2014 — 2017
Master of Business Administration (MBA), Finance, General
California State University-East Bay 2011 — 2012
Bachelor of Science (B.Sc.), Finance and Marketing, 3.81
Shoreline Community College 2009 — 2010
Associate of Arts with Honors, Business, 3.8
Diablo Valley College 2009 — 2009
Business
Rachel Rosalsky Rachel Rosalsky's Merrill Edge Experience May 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2015 - Present
AXA Advisors September 2013 - May 2015
Bake You Crazy October 2011 - August 2013
Summit Public Schools January 2012 - June 2013
Skills
Teaching, Higher Education
Education
William Paterson University of New Jersey 2009 — 2011
Bachelor of Arts (BA), Education and Women's and Gender Studies
Florida International University 2007 — 2008
Education
Governor livingston HS
Merrill Edge May 2015 - Present
AXA Advisors September 2013 - May 2015
Bake You Crazy October 2011 - August 2013
Summit Public Schools January 2012 - June 2013
Skills
Teaching, Higher Education
Education
William Paterson University of New Jersey 2009 — 2011
Bachelor of Arts (BA), Education and Women's and Gender Studies
Florida International University 2007 — 2008
Education
Governor livingston HS
Andrew McCall Andrew McCall's Merrill Edge Experience December 2013 - Present
Job AVP: Financial Solutions Advisor Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2013 - Present
Pennington Asset Management PA July 2013 - Present
Merrill Lynch of Bank of America August 2012 - January 2013
Flash Forward Entertainment, LLC October 2010 - August 2012
Skills
Forecasting, Strategic Financial..., Business Strategy, Finance, Analysis, Portfolio Management, Management, Cost Accounting, Investments, Cash Management, Accounts Receivable, Marketing, Accounts Payable, Pricing, Financial Analysis, Financial Modeling, Equities, Corporate Finance, Banking, Valuation
Education
Florida Atlantic University 2012 — 2012
Lean Six Sigma Certified, Project Management
Florida Atlantic University 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Florida Atlantic University 2007 — 2012
BBA, Finance
Merrill Edge December 2013 - Present
Pennington Asset Management PA July 2013 - Present
Merrill Lynch of Bank of America August 2012 - January 2013
Flash Forward Entertainment, LLC October 2010 - August 2012
Skills
Forecasting, Strategic Financial..., Business Strategy, Finance, Analysis, Portfolio Management, Management, Cost Accounting, Investments, Cash Management, Accounts Receivable, Marketing, Accounts Payable, Pricing, Financial Analysis, Financial Modeling, Equities, Corporate Finance, Banking, Valuation
Education
Florida Atlantic University 2012 — 2012
Lean Six Sigma Certified, Project Management
Florida Atlantic University 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Florida Atlantic University 2007 — 2012
BBA, Finance
Peggy Tong's Merrill Edge Experience September 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Scottrade January 2004 - September 2014
Kant Insurance Services 2001 - 2004
Skills
Series 7, Series 63, investments, Securities, Finance, Customer Service
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Merrill Edge September 2014 - Present
Scottrade January 2004 - September 2014
Kant Insurance Services 2001 - 2004
Skills
Series 7, Series 63, investments, Securities, Finance, Customer Service
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Francis Foley Francis Foley's Merrill Edge Experience LandscaperHathaway Tree and LandscapingMay 2012 - Present
Job Investment Specialist at Merrill Edge
Industry Investment Management
Experience
Merrill Edge LandscaperHathaway Tree and LandscapingMay 2012 - Present
Bryant University September 2011 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Customer Service, Public Speaking, Teamwork, Time Management, Leadership
Education
Bryant University 2011 — 2015
Bachelors of Business Administration, Finance, General and Applied Analytics, GPA: 3.00
Bryant University 2011 — 2015
Finance & Applied Analytics
Merrill Edge LandscaperHathaway Tree and LandscapingMay 2012 - Present
Bryant University September 2011 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Customer Service, Public Speaking, Teamwork, Time Management, Leadership
Education
Bryant University 2011 — 2015
Bachelors of Business Administration, Finance, General and Applied Analytics, GPA: 3.00
Bryant University 2011 — 2015
Finance & Applied Analytics
Tifany Gilmore's Merrill Edge Experience May 2013 - February 2014
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Edge May 2013 - February 2014
Fidelity Investments June 2011 - December 2012
Etrade August 2009 - January 2011
Merrill Lynch November 2007 - February 2009
Merrill Lynch October 2005 - November 2007
Skills
Financial Analysis, Risk Management, Banking, Microsoft Word, Financial Modeling, Finance, Strategic Planning, Business Analysis, Microsoft Office, Customer Service, Microsoft Excel, CRM, Strategic Financial..., Investments, Fixed Annuities, FINRA, ETFs, Mortgage Lending, IRAs, 401k, Retirement, Investment Strategies, Alternative Investments, Asset Management, Investment Advisory, Fixed Income, Series 63, Asset Allocation, Credit, Call Centers, Equities, Wealth Management, Retirement Planning, Securities, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Financial Services, Insurance
Education
Florida A&M University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Student of Business Industry
Merrill Lynch February 2014 - Present
Merrill Edge May 2013 - February 2014
Fidelity Investments June 2011 - December 2012
Etrade August 2009 - January 2011
Merrill Lynch November 2007 - February 2009
Merrill Lynch October 2005 - November 2007
Skills
Financial Analysis, Risk Management, Banking, Microsoft Word, Financial Modeling, Finance, Strategic Planning, Business Analysis, Microsoft Office, Customer Service, Microsoft Excel, CRM, Strategic Financial..., Investments, Fixed Annuities, FINRA, ETFs, Mortgage Lending, IRAs, 401k, Retirement, Investment Strategies, Alternative Investments, Asset Management, Investment Advisory, Fixed Income, Series 63, Asset Allocation, Credit, Call Centers, Equities, Wealth Management, Retirement Planning, Securities, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Financial Services, Insurance
Education
Florida A&M University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Student of Business Industry
Quinn English Quinn English's Merrill Edge Experience January 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge January 2015 - Present
Northwestern Mutual May 2014 - December 2014
Northwestern Mutual June 2013 - May 2014
BB&T July 2010 - June 2013
Education
College of Charleston 2005 — 2010
BS, Business Administration
Merrill Edge January 2015 - Present
Northwestern Mutual May 2014 - December 2014
Northwestern Mutual June 2013 - May 2014
BB&T July 2010 - June 2013
Education
College of Charleston 2005 — 2010
BS, Business Administration
Adam Stevenson Adam Stevenson's Merrill Edge Experience November 2014 - Present
Job Investment Center Tech Support at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
Education
Bridgewater State College 2010 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Bristol Community College 2008 — 2010
Associate's degree, General Studies
Attleboro High School 2004 — 2008
High School
Merrill Edge November 2014 - Present
Education
Bridgewater State College 2010 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Bristol Community College 2008 — 2010
Associate's degree, General Studies
Attleboro High School 2004 — 2008
High School
Parnell Noth's Merrill Edge Experience 2005 - Present
Job Marketing Director at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2005 - Present
Strong Funds June 2002 - February 2005
LivePerson 2000 - 2001
Digitas 1995 - 1999
Skills
Management, Strategic Financial..., Relationship Management, Marketing Strategy, Wealth Management, Banking, Analytics, Direct Marketing, Competitive Analysis, Strategy, Portfolio Management, Marketing Communications, Business Analysis, Social Media, Leadership
Education
Emerson College
Creative Writing & Literature
Oxford University, St Johns
Victorian Faith & Literature
Merrill Edge 2005 - Present
Strong Funds June 2002 - February 2005
LivePerson 2000 - 2001
Digitas 1995 - 1999
Skills
Management, Strategic Financial..., Relationship Management, Marketing Strategy, Wealth Management, Banking, Analytics, Direct Marketing, Competitive Analysis, Strategy, Portfolio Management, Marketing Communications, Business Analysis, Social Media, Leadership
Education
Emerson College
Creative Writing & Literature
Oxford University, St Johns
Victorian Faith & Literature
Darrell Andrew De Leoz, CWS®, CRPC®, AAMS® Darrell Andrew De Leoz, CWS®, CRPC®, AAMS®'s Merrill Edge Experience August 2012 - July 2013
Job Account Manager at Loring Ward
Industry Financial Services
Experience
Loring Ward April 2015 - Present
National Planning Corporation (NPC) August 2013 - April 2015
Merrill Edge August 2012 - July 2013
USAA September 2006 - August 2012
US Army - California Army National Guard September 2004 - April 2008
Vanguard September 2005 - September 2006
US Army - Active Duty September 1998 - September 2002
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance
Education
College for Financial Planning
MA, Finance
University of California, Davis
BA, Political Science/Economics
Loring Ward April 2015 - Present
National Planning Corporation (NPC) August 2013 - April 2015
Merrill Edge August 2012 - July 2013
USAA September 2006 - August 2012
US Army - California Army National Guard September 2004 - April 2008
Vanguard September 2005 - September 2006
US Army - Active Duty September 1998 - September 2002
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance
Education
College for Financial Planning
MA, Finance
University of California, Davis
BA, Political Science/Economics
Chad Gerber's Merrill Edge Experience November 2013 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2013 - Present
Well-Formed Concrete June 2006 - November 2013
Skills
Concrete Finisher, Stamped Concrete, Exposed Aggregate, Driveways, Concrete, Patios, Contractors, Construction, Residential Homes, Customer Service, Leadership, Strategic Planning, Public Speaking, Microsoft Office, Microsoft Excel
Education
Delaware Valley College 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Delaware Valley College 2007 — 2011
Master of Business Administration (MBA), Accounting
Merrill Edge November 2013 - Present
Well-Formed Concrete June 2006 - November 2013
Skills
Concrete Finisher, Stamped Concrete, Exposed Aggregate, Driveways, Concrete, Patios, Contractors, Construction, Residential Homes, Customer Service, Leadership, Strategic Planning, Public Speaking, Microsoft Office, Microsoft Excel
Education
Delaware Valley College 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Delaware Valley College 2007 — 2011
Master of Business Administration (MBA), Accounting
Jon Beard Jon Beard's Merrill Edge Experience November 2014 - Present
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Edge November 2014 - Present
Merrill Lynch November 2012 - November 2014
Cisco Systems November 2011 - September 2012
Merrill Edge November 2009 - November 2011
Merrill Lynch October 2008 - June 2009
Merrill Lynch January 2008 - September 2008
Merrill Lynch January 2006 - December 2007
Merrill Lynch June 2005 - December 2005
Merrill Lynch January 2004 - May 2005
Jacksonville Sheriff Office January 1997 - August 2003
Skills
Series 7, Uniform Combined State..., Retirement Planning, Investments, Banking, Asset Managment, Risk Management, Strategic Financial..., Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, Securities, Equities, Financial Services, Relationship Management, Financial Analysis
Education
Florida International University - College of Business Administration 2009 — 2011
MBA, Business Administration
Columbia College
BA, Criminal Justice Administration
Florida State College at Jacksonville
Associate of Arts
Merrill Edge November 2014 - Present
Merrill Lynch November 2012 - November 2014
Cisco Systems November 2011 - September 2012
Merrill Edge November 2009 - November 2011
Merrill Lynch October 2008 - June 2009
Merrill Lynch January 2008 - September 2008
Merrill Lynch January 2006 - December 2007
Merrill Lynch June 2005 - December 2005
Merrill Lynch January 2004 - May 2005
Jacksonville Sheriff Office January 1997 - August 2003
Skills
Series 7, Uniform Combined State..., Retirement Planning, Investments, Banking, Asset Managment, Risk Management, Strategic Financial..., Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, Securities, Equities, Financial Services, Relationship Management, Financial Analysis
Education
Florida International University - College of Business Administration 2009 — 2011
MBA, Business Administration
Columbia College
BA, Criminal Justice Administration
Florida State College at Jacksonville
Associate of Arts
BriAnna Harris BriAnna Harris's Merrill Edge Experience February 2013 - July 2014
Job Relationship Manager at Raymond James
Industry Financial Services
Experience
Raymond James September 2015 - Present
CONEXIS, a division of WageWorks, Inc. November 2014 - September 2015
WageWorks July 2014 - November 2014
Merrill Edge February 2013 - July 2014
JPMorgan Chase October 2012 - February 2013
Raymond James May 2012 - October 2012
Raymond James August 2010 - May 2012
Raymond James October 2008 - August 2010
Raymond James November 2006 - October 2008
Raymond James January 2003 - November 2006
Skills
Program Management, Asset Managment, Strategic Financial..., Management, Investments, Risk Management, Training, Portfolio Management, Financial Services, Series 7, Leadership, Asset Management, Project Management, Process Improvement, Business Process..., Finance, Business Analysis, Mergers & Acquisitions, Analysis, Software Documentation, Banking
Education
University of South Florida 1999 — 2010
BS
Columbia University in the City of New York 2000 — 2000
Summer Study
St. Petersburg College 1996 — 2000
Associate of Arts (AA)
Raymond James September 2015 - Present
CONEXIS, a division of WageWorks, Inc. November 2014 - September 2015
WageWorks July 2014 - November 2014
Merrill Edge February 2013 - July 2014
JPMorgan Chase October 2012 - February 2013
Raymond James May 2012 - October 2012
Raymond James August 2010 - May 2012
Raymond James October 2008 - August 2010
Raymond James November 2006 - October 2008
Raymond James January 2003 - November 2006
Skills
Program Management, Asset Managment, Strategic Financial..., Management, Investments, Risk Management, Training, Portfolio Management, Financial Services, Series 7, Leadership, Asset Management, Project Management, Process Improvement, Business Process..., Finance, Business Analysis, Mergers & Acquisitions, Analysis, Software Documentation, Banking
Education
University of South Florida 1999 — 2010
BS
Columbia University in the City of New York 2000 — 2000
Summer Study
St. Petersburg College 1996 — 2000
Associate of Arts (AA)
David Overby David Overby's Merrill Edge Experience March 2014 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Dow Jones 2013 - February 2014
Merrill Lynch April 2011 - December 2012
Spartan Capital Securities, LLC August 2010 - April 2011
Nestlé Waters North America August 2002 - July 2010
Skills
Sales, Portfolio Management, Microsoft Office, Insurance, Analysis, Management, Investments, Forecasting, Customer Service, Series 7, Market Research, Leadership, Financial Analysis, New Business Development, Budgets, Pricing, Financial Modeling, Finance, Banking, Accounting, Corporate Finance, Cold Calling
Education
Jacksonville University 2008 — 2010
Bachelor's degree, Davis College of Business
Florida State College at Jacksonville 2005 — 2007
Associate of Arts, General Studies
Merrill Edge March 2014 - Present
Dow Jones 2013 - February 2014
Merrill Lynch April 2011 - December 2012
Spartan Capital Securities, LLC August 2010 - April 2011
Nestlé Waters North America August 2002 - July 2010
Skills
Sales, Portfolio Management, Microsoft Office, Insurance, Analysis, Management, Investments, Forecasting, Customer Service, Series 7, Market Research, Leadership, Financial Analysis, New Business Development, Budgets, Pricing, Financial Modeling, Finance, Banking, Accounting, Corporate Finance, Cold Calling
Education
Jacksonville University 2008 — 2010
Bachelor's degree, Davis College of Business
Florida State College at Jacksonville 2005 — 2007
Associate of Arts, General Studies
Louis Nelson, CRPC® Louis Nelson, CRPC®'s Merrill Edge Experience April 2013 - Present
Job Financial Solutions Advisor, AVP at Merrill Edge
Industry Photography
Experience
Merrill Edge April 2013 - Present
Studio Omega Photography February 2011 - Present
Merrill Lynch April 2012 - October 2012
Morgan Stanley Smith Barney 2011 - 2011
HSBC Bank USA, N. A. 2005 - 2011
Wachovia Bank, N. A. 1986 - 2004
Mid-State Bank 1982 - 1986
Skills
Microsoft Office, Business Relationship..., Analytical Skills, Commercial Photography, Computer Literate, Retirement Planning, FINRA Series 7, 66, 6 &..., Life, Accident & Health..., Financial Sales, Adobe Photoshop, Canon EOS
Education
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor℠
Gwynedd Mercy University
Business Administration
American Institute of Banking
Commercial Lending
Pennsylvania State University
Economics/Arts & Sciences
Merrill Edge April 2013 - Present
Studio Omega Photography February 2011 - Present
Merrill Lynch April 2012 - October 2012
Morgan Stanley Smith Barney 2011 - 2011
HSBC Bank USA, N. A. 2005 - 2011
Wachovia Bank, N. A. 1986 - 2004
Mid-State Bank 1982 - 1986
Skills
Microsoft Office, Business Relationship..., Analytical Skills, Commercial Photography, Computer Literate, Retirement Planning, FINRA Series 7, 66, 6 &..., Life, Accident & Health..., Financial Sales, Adobe Photoshop, Canon EOS
Education
College for Financial Planning
CRPC® - Chartered Retirement Planning Counselor℠
Gwynedd Mercy University
Business Administration
American Institute of Banking
Commercial Lending
Pennsylvania State University
Economics/Arts & Sciences
Ben White, III's Merrill Edge Experience March 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Bank of America Merrill Lynch June 2012 - March 2015
Bank of America Merrill Lynch July 2011 - June 2012
Sigma Alpha Epsilon Fraternity December 2009 - December 2010
Wells Fargo Advisors May 2008 - December 2010
Skills
Leadership, Management, Financial Analysis, Portfolio Management, Banking, Investments, Business Strategy, Marketing, Hold Series 7 - General..., Series 66 - Uniform..., Financial Modeling, Finance, Data Analysis, Accounting, Risk Management, Corporate Finance, Financial Services, Microsoft Excel
Education
Clemson University 2007 — 2011
Bachelor of Science, Financial Management; Concentration: Corporate
Merrill Edge March 2015 - Present
Bank of America Merrill Lynch June 2012 - March 2015
Bank of America Merrill Lynch July 2011 - June 2012
Sigma Alpha Epsilon Fraternity December 2009 - December 2010
Wells Fargo Advisors May 2008 - December 2010
Skills
Leadership, Management, Financial Analysis, Portfolio Management, Banking, Investments, Business Strategy, Marketing, Hold Series 7 - General..., Series 66 - Uniform..., Financial Modeling, Finance, Data Analysis, Accounting, Risk Management, Corporate Finance, Financial Services, Microsoft Excel
Education
Clemson University 2007 — 2011
Bachelor of Science, Financial Management; Concentration: Corporate
Christopher Mesa Christopher Mesa's Merrill Edge Experience September 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Rhode Island Department of Health May 2014 - October 2014
Johnson & Wales University September 2011 - August 2014
Memorial Hospital of RI April 2013 - July 2014
Memorial Hospital of RI November 2012 - April 2014
Simmering Soup Inc. October 2013 - January 2014
Johnson & Wales University September 2012 - December 2012
Subway July 2009 - September 2012
Chipotle Mexican Grill November 2011 - March 2012
Twins Pizza March 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, English, Research, Food, Social Media, Food Safety, Team Leadership, Public Speaking, Windows
Education
Johnson & Wales University 2011 — 2014
Bachelor of Science, Culinary Nutrition: Food Science/Dietetics, 3.4 GPA
Community College of Rhode Island 2009 — 2011
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Merrill Edge September 2014 - Present
Rhode Island Department of Health May 2014 - October 2014
Johnson & Wales University September 2011 - August 2014
Memorial Hospital of RI April 2013 - July 2014
Memorial Hospital of RI November 2012 - April 2014
Simmering Soup Inc. October 2013 - January 2014
Johnson & Wales University September 2012 - December 2012
Subway July 2009 - September 2012
Chipotle Mexican Grill November 2011 - March 2012
Twins Pizza March 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, English, Research, Food, Social Media, Food Safety, Team Leadership, Public Speaking, Windows
Education
Johnson & Wales University 2011 — 2014
Bachelor of Science, Culinary Nutrition: Food Science/Dietetics, 3.4 GPA
Community College of Rhode Island 2009 — 2011
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Alan Berkeley Alan Berkeley's Merrill Edge Experience November 2006 - November 2011
Job Financial Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
LPL Financial November 2011 - April 2014
Merrill Edge November 2006 - November 2011
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Retirement Planning, Retirement, Mutual Funds, Investments, IRAs, Life Insurance, Estate Planning, Financial Advisory, Disability Insurance, FINRA, Series 7, Qualified Retirement..., 529 Plans, Series 63, Wealth Management, Securities, Investment Strategies, Investment Advisory, Accounting, Cost Accounting, Macroeconomics, Microeconomics, Microsoft Excel, PowerPoint, Asset Allocation, Options, 401k, Finance, Financial Planning
Education
Canisius College 1999 — 2003
Bachelor of Arts (BA), Political Science, Communications 2003
LPL Financial May 2014 - Present
LPL Financial November 2011 - April 2014
Merrill Edge November 2006 - November 2011
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Retirement Planning, Retirement, Mutual Funds, Investments, IRAs, Life Insurance, Estate Planning, Financial Advisory, Disability Insurance, FINRA, Series 7, Qualified Retirement..., 529 Plans, Series 63, Wealth Management, Securities, Investment Strategies, Investment Advisory, Accounting, Cost Accounting, Macroeconomics, Microeconomics, Microsoft Excel, PowerPoint, Asset Allocation, Options, 401k, Finance, Financial Planning
Education
Canisius College 1999 — 2003
Bachelor of Arts (BA), Political Science, Communications 2003
Lorraine Jordan's Merrill Edge Experience January 2015 - May 2015
Job Allstate Financial Advisor
Industry Financial Services
Experience
Cramer Capital Management LLC May 2015 - August 2015
Merrill Edge January 2015 - May 2015
Morgan Stanley June 2014 - December 2014
Merrill Lynch June 2012 - June 2014
Cramer Capital Management March 2008 - January 2011
Lincoln Financial Group 2002 - 2003
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Services, Asset Allocation, Investments, Investment Advisory, Retirement, Securities, Strategic Financial..., Fixed Annuities, Estate Planning
Education
Citrus College 1978 — 1980
Cramer Capital Management LLC May 2015 - August 2015
Merrill Edge January 2015 - May 2015
Morgan Stanley June 2014 - December 2014
Merrill Lynch June 2012 - June 2014
Cramer Capital Management March 2008 - January 2011
Lincoln Financial Group 2002 - 2003
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Services, Asset Allocation, Investments, Investment Advisory, Retirement, Securities, Strategic Financial..., Fixed Annuities, Estate Planning
Education
Citrus College 1978 — 1980
Raj Gulrajani Raj Gulrajani's Merrill Edge Experience November 2010 - December 2014
Job Branch Manager | Investment Management Professional
Industry Investment Management
Experience
Scottrade March 2015 - Present
Merrill Edge November 2010 - December 2014
PREMIER AMERICA CREDIT UNION September 2009 - January 2011
First Federal Bank of California 2006 - 2009
Banc of America Investments 2002 - 2003
Skills
Series 7, Series 66, Series 9, Investments, Strategic Financial..., Finance, Financial Analysis, Banking, Credit, Wealth Management, Portfolio Management, Loans, Insurance, Securities, Commercial Banking, Risk Management, Investment Strategies, Small Business Lending, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Relationship Management, Retirement, Investment Banking, Mortgage Lending, Financial Services, Financial Planning
Education
California State University-Northridge
BA, Finance/Accounting
Scottrade March 2015 - Present
Merrill Edge November 2010 - December 2014
PREMIER AMERICA CREDIT UNION September 2009 - January 2011
First Federal Bank of California 2006 - 2009
Banc of America Investments 2002 - 2003
Skills
Series 7, Series 66, Series 9, Investments, Strategic Financial..., Finance, Financial Analysis, Banking, Credit, Wealth Management, Portfolio Management, Loans, Insurance, Securities, Commercial Banking, Risk Management, Investment Strategies, Small Business Lending, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Relationship Management, Retirement, Investment Banking, Mortgage Lending, Financial Services, Financial Planning
Education
California State University-Northridge
BA, Finance/Accounting
Ed Godinez Ed Godinez's Merrill Edge Experience February 2013 - December 2013
Job National Account Manager at Billing Tree
Industry Financial Services
Experience
Billing Tree August 2014 - Present
Merrill Edge February 2013 - December 2013
FOLIOfn September 2011 - August 2012
ING Funds November 2008 - November 2010
ING Funds May 2005 - November 2008
American International Group April 2001 - June 2002
The Vanguard Group January 1999 - April 2001
Skills
Mutual Funds, Alternative Investments, Marketing, Business Development, Series 63, Project Management, Sales, Spanish, Financial Services, Training, Fixed Income, Strategic Planning, Investments, Management, Series 7
Education
California Western School of Law 2002 — 2003
University of Arizona 1991 — 1996
Bachelor of Science, Political Science
Billing Tree August 2014 - Present
Merrill Edge February 2013 - December 2013
FOLIOfn September 2011 - August 2012
ING Funds November 2008 - November 2010
ING Funds May 2005 - November 2008
American International Group April 2001 - June 2002
The Vanguard Group January 1999 - April 2001
Skills
Mutual Funds, Alternative Investments, Marketing, Business Development, Series 63, Project Management, Sales, Spanish, Financial Services, Training, Fixed Income, Strategic Planning, Investments, Management, Series 7
Education
California Western School of Law 2002 — 2003
University of Arizona 1991 — 1996
Bachelor of Science, Political Science
Nick Agliato, CFP Nick Agliato, CFP's Merrill Edge Experience March 2012 - April 2014
Job Seeking a nonproducing financial planning position.
Industry Financial Services
Experience
ComPsych May 2014 - September 2014
Merrill Edge March 2012 - April 2014
Chase Investment Services Corp June 2011 - February 2012
1st Advantage Financial and 1st Advantage Mortgage January 2002 - July 2011
Irish life of North America 1998 - 2001
Skills
Retirement Planning, Mutual Funds, Wealth Management, Annuities, Life Insurance, Mortgage Lending, Banking, Commercial Lending, Credit, Finance, Financial Advisory, Financial Services, Fixed Annuities, Investments, Loans, Mortgage Banking, Refinance, Residential Mortgages, Sales, Series 7, Strategic Financial..., Underwriting, Wealth, Financial Planning
Education
College for Financial Planning
CFP, Personal Finance
Northern Illinois University
Bachelor of Science, Finance
ComPsych May 2014 - September 2014
Merrill Edge March 2012 - April 2014
Chase Investment Services Corp June 2011 - February 2012
1st Advantage Financial and 1st Advantage Mortgage January 2002 - July 2011
Irish life of North America 1998 - 2001
Skills
Retirement Planning, Mutual Funds, Wealth Management, Annuities, Life Insurance, Mortgage Lending, Banking, Commercial Lending, Credit, Finance, Financial Advisory, Financial Services, Fixed Annuities, Investments, Loans, Mortgage Banking, Refinance, Residential Mortgages, Sales, Series 7, Strategic Financial..., Underwriting, Wealth, Financial Planning
Education
College for Financial Planning
CFP, Personal Finance
Northern Illinois University
Bachelor of Science, Finance
Lisa E. Sykes Lisa E. Sykes's Merrill Edge Experience August 2013 - November 2013
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Merrill Edge August 2013 - November 2013
Walgreens April 2008 - August 2013
City Furniture May 2006 - August 2006
ADT Security Services Inc May 2005 - August 2005
Education
Jacksonville University 2013 — 2015
MBA, Business
Florida Agricultural and Mechanical University 2003 — 2007
Bachelor of Science, Business Administration
Wells Fargo February 2014 - Present
Merrill Edge August 2013 - November 2013
Walgreens April 2008 - August 2013
City Furniture May 2006 - August 2006
ADT Security Services Inc May 2005 - August 2005
Education
Jacksonville University 2013 — 2015
MBA, Business
Florida Agricultural and Mechanical University 2003 — 2007
Bachelor of Science, Business Administration
Alex Hykel Alex Hykel's Merrill Edge Experience March 2015 - Present
Job Financial Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Merrill Edge May 2014 - February 2015
Creative Pursuits INC. April 2013 - December 2013
Skills
Entertainment, Marketing, Data Collection and..., Economic Analyzation, Music Production, Music Composition, Marketing Strategy, Social Media Marketing, Social Networking, Market Research, Economics, Environmental Economics, Live Sound, Music, Series 7, Investments, Customer Service, Microsoft Excel
Education
Florida State University 2012 — 2013
Bachelor of Science (B.S.), Applied Economics and Merketing
Florida Atlantic University 2010 — 2012
Music
Palm Beach State College 2008 — 2010
Associate of Arts (A.A.)
Merrill Edge March 2015 - Present
Merrill Edge May 2014 - February 2015
Creative Pursuits INC. April 2013 - December 2013
Skills
Entertainment, Marketing, Data Collection and..., Economic Analyzation, Music Production, Music Composition, Marketing Strategy, Social Media Marketing, Social Networking, Market Research, Economics, Environmental Economics, Live Sound, Music, Series 7, Investments, Customer Service, Microsoft Excel
Education
Florida State University 2012 — 2013
Bachelor of Science (B.S.), Applied Economics and Merketing
Florida Atlantic University 2010 — 2012
Music
Palm Beach State College 2008 — 2010
Associate of Arts (A.A.)
Themba Magagula Themba Magagula's Merrill Edge Experience January 2000 - November 2012
Job Risk Management Analyst
Industry Government Administration
Experience
Department of Veterans Affairs - Center for Verification and Evaluation November 2012 - Present
Merrill Edge January 2000 - November 2012
Capital One January 2011 - May 2011
Morgan Stanley September 2008 - December 2010
Skills
Financial Risk, Small Business, Cash Flow, Finance, Insurance, Investments, New Business Development, Portfolio Management, Risk Management
Education
California State Polytechnic University-Pomona 1995 — 1999
Bachelor's degree, International Business and Marketing
Waterford kamhlaba 1990 — 1992
High School Diploma
University of Maryland University College
Master of Business Administration (MBA), Business Administration and Management, General
Department of Veterans Affairs - Center for Verification and Evaluation November 2012 - Present
Merrill Edge January 2000 - November 2012
Capital One January 2011 - May 2011
Morgan Stanley September 2008 - December 2010
Skills
Financial Risk, Small Business, Cash Flow, Finance, Insurance, Investments, New Business Development, Portfolio Management, Risk Management
Education
California State Polytechnic University-Pomona 1995 — 1999
Bachelor's degree, International Business and Marketing
Waterford kamhlaba 1990 — 1992
High School Diploma
University of Maryland University College
Master of Business Administration (MBA), Business Administration and Management, General
Peter Gomez Peter Gomez's Merrill Edge Experience October 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Euro Pacific Capital September 2012 - September 2013
Morgan Stanley Smith Barney 2010 - 2011
Morgan Stanley Smith Barney June 2009 - December 2009
Air Force 2007 - 2009
Parris Island Veterinary Clinic August 2005 - January 2007
Miami East Recruiting Station October 2003 - August 2005
Skills
Bloomberg, Thompson One, Bloomberg Terminal, Spanish, Microsoft Excel, Microsoft Word, Technical Analysis, Fundamental Analysis, Retirement Planning, Latin America, Precious Metals, Investments, Equities, Finance, Business Development, Investment Strategies, Series 7, CRM, Alternative Investments, Securities, Series 63, Asset Allocation, Portfolio Management, Management, Wealth Management, Financial Services, Mutual Funds
Education
Florida International University 2008 — 2009
Bachelors, Finance and International Business
Florida International University 2008 — 2009
Bachelor, Business Administration; International Business and Finance
Merrill Edge October 2013 - Present
Euro Pacific Capital September 2012 - September 2013
Morgan Stanley Smith Barney 2010 - 2011
Morgan Stanley Smith Barney June 2009 - December 2009
Air Force 2007 - 2009
Parris Island Veterinary Clinic August 2005 - January 2007
Miami East Recruiting Station October 2003 - August 2005
Skills
Bloomberg, Thompson One, Bloomberg Terminal, Spanish, Microsoft Excel, Microsoft Word, Technical Analysis, Fundamental Analysis, Retirement Planning, Latin America, Precious Metals, Investments, Equities, Finance, Business Development, Investment Strategies, Series 7, CRM, Alternative Investments, Securities, Series 63, Asset Allocation, Portfolio Management, Management, Wealth Management, Financial Services, Mutual Funds
Education
Florida International University 2008 — 2009
Bachelors, Finance and International Business
Florida International University 2008 — 2009
Bachelor, Business Administration; International Business and Finance
Jeffrey Karb Jeffrey Karb's Merrill Edge Experience February 2012 - Present
Job Director Performance Assessment at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2012 - Present
Merrill Edge July 2009 - August 2012
Merrill Lynch July 2007 - July 2009
Merrill Lynch July 2005 - July 2007
Skills
Strategy, Investment Banking, Series 7, Investments, Wealth Management, Portfolio Management, Equities, Financial Modeling, Mutual Funds, Fixed Income, Securities, Financial Services
Education
Colgate University 2001 — 2005
B.A., Economics, Mathematics
Merrill Edge February 2012 - Present
Merrill Edge July 2009 - August 2012
Merrill Lynch July 2007 - July 2009
Merrill Lynch July 2005 - July 2007
Skills
Strategy, Investment Banking, Series 7, Investments, Wealth Management, Portfolio Management, Equities, Financial Modeling, Mutual Funds, Fixed Income, Securities, Financial Services
Education
Colgate University 2001 — 2005
B.A., Economics, Mathematics
Brandon O. Smith CFP®, ADPA's Merrill Edge Experience April 2014 - Present
Job Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Merrill Edge December 2012 - March 2014
Merrill Lynch June 2010 - November 2012
US Trust, Bank of America Private Wealth Management June 2006 - May 2010
Education
Campbell University 2005 — 2006
MBA
Campbell University 2001 — 2006
BBA, Accounting
Campbell University 2001 — 2006
BBA, Trust & Wealth Management
Merrill Edge April 2014 - Present
Merrill Edge December 2012 - March 2014
Merrill Lynch June 2010 - November 2012
US Trust, Bank of America Private Wealth Management June 2006 - May 2010
Education
Campbell University 2005 — 2006
MBA
Campbell University 2001 — 2006
BBA, Accounting
Campbell University 2001 — 2006
BBA, Trust & Wealth Management
D Gammon Hall D Gammon Hall's Merrill Edge Experience September 2011 - Present
Job Assistant Vice President | Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
TD Ameritrade December 2008 - November 2011
Ameriprise Financial Services October 2007 - September 2008
Lager Heads Tavern January 2001 - January 2006
Skills
Mutual Funds, Wealth Management, Insurance, Trading, Securities, Series 7, Investments, Retirement Planning, Series 66, Financial Planning, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Retirement, Investment Strategies, Options, Fixed Income, Equities, Annuities, 401k, Financial Modeling, Long Term Care, Financial Advisory
Education
University of North Carolina at Wilmington
B.S, Business Administration; Finance
Bucknell University
Pre, med; Biology
Cameron School of Business
Merrill Edge September 2011 - Present
TD Ameritrade December 2008 - November 2011
Ameriprise Financial Services October 2007 - September 2008
Lager Heads Tavern January 2001 - January 2006
Skills
Mutual Funds, Wealth Management, Insurance, Trading, Securities, Series 7, Investments, Retirement Planning, Series 66, Financial Planning, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Retirement, Investment Strategies, Options, Fixed Income, Equities, Annuities, 401k, Financial Modeling, Long Term Care, Financial Advisory
Education
University of North Carolina at Wilmington
B.S, Business Administration; Finance
Bucknell University
Pre, med; Biology
Cameron School of Business
Julien Gutierrez Julien Gutierrez's Merrill Edge Experience February 2014 - July 2014
Job Equity Trader at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Merrill Edge February 2014 - July 2014
Bank of America August 2012 - February 2014
Bank of America November 2011 - August 2012
Bank of America June 2010 - November 2011
Skills
Banking, Financial Analysis, Management, Social Media, CRM, Marketing Strategy, Project Planning, Investments, Market Research, Budgets, Series 7, Series 63
Education
Fairleigh Dickinson University 2006 — 2010
BS, Marketing
UBS August 2015 - Present
Merrill Edge February 2014 - July 2014
Bank of America August 2012 - February 2014
Bank of America November 2011 - August 2012
Bank of America June 2010 - November 2011
Skills
Banking, Financial Analysis, Management, Social Media, CRM, Marketing Strategy, Project Planning, Investments, Market Research, Budgets, Series 7, Series 63
Education
Fairleigh Dickinson University 2006 — 2010
BS, Marketing
Brad Smith, CRPC® Brad Smith, CRPC®'s Merrill Edge Experience September 2011 - Present
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Govplace January 2007 - January 2010
Black & Decker HHI June 2003 - December 2006
Price Pfister (Black & Decker) 2003 - 2006
Quantum June 2000 - November 2002
Snak King February 1995 - June 2000
Mission Foods 1994 - 1995
Skills
Financial Planning, Asset Management, 401k Rollovers, Comprehensive Wealth..., Estate Planning, Retirement Planning, Financial Advisory, Strategic Financial..., Asset Managment, CRPC, Series 7, Personal Financial..., Holistic Financial..., Traditional IRA, SEP IRA, Tax-advantaged..., Wealth Preservation..., Wealth Accumulation..., College Education..., Tax Free Income, Investment Management, Wealth Management..., Sales, Product Marketing, Business Development, Management
Education
California State Polytechnic University-Pomona 1985 — 1990
B.S. in Business Administration, Marketing
Chapman University
Leadership Development Program
College for Financial Planning 2012 — 2012
CHARTERED RETIREMENT PLANNING COUNSELOR
Merrill Edge September 2011 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Govplace January 2007 - January 2010
Black & Decker HHI June 2003 - December 2006
Price Pfister (Black & Decker) 2003 - 2006
Quantum June 2000 - November 2002
Snak King February 1995 - June 2000
Mission Foods 1994 - 1995
Skills
Financial Planning, Asset Management, 401k Rollovers, Comprehensive Wealth..., Estate Planning, Retirement Planning, Financial Advisory, Strategic Financial..., Asset Managment, CRPC, Series 7, Personal Financial..., Holistic Financial..., Traditional IRA, SEP IRA, Tax-advantaged..., Wealth Preservation..., Wealth Accumulation..., College Education..., Tax Free Income, Investment Management, Wealth Management..., Sales, Product Marketing, Business Development, Management
Education
California State Polytechnic University-Pomona 1985 — 1990
B.S. in Business Administration, Marketing
Chapman University
Leadership Development Program
College for Financial Planning 2012 — 2012
CHARTERED RETIREMENT PLANNING COUNSELOR
Jessica L. Tavares Jessica L. Tavares's Merrill Edge Experience August 2014 - Present
Job Relationship Specialist at Bank of America
Industry Banking
Experience
Merrill Edge August 2014 - Present
Bank of America April 2011 - August 2014
DJ Dummy The Genius 2013 - 2013
Bank of America May 2006 - April 2011
Skills
Projects, Banking, Financial Services, Risk Management, Finance, Loans, Customer Service, Networking, Credit Cards, Financial Risk, Investments, Sales, Team Building, Leadership, Microsoft Office, Social Networking, Credit, Time Management, Microsoft Word, Training, Relationship Management, Retail Banking
Education
Community College of Rhode Island 2008 — 2010
Social Work
Norfolk State University 2005 — 2006
N/A, Social Work
Merrill Edge August 2014 - Present
Bank of America April 2011 - August 2014
DJ Dummy The Genius 2013 - 2013
Bank of America May 2006 - April 2011
Skills
Projects, Banking, Financial Services, Risk Management, Finance, Loans, Customer Service, Networking, Credit Cards, Financial Risk, Investments, Sales, Team Building, Leadership, Microsoft Office, Social Networking, Credit, Time Management, Microsoft Word, Training, Relationship Management, Retail Banking
Education
Community College of Rhode Island 2008 — 2010
Social Work
Norfolk State University 2005 — 2006
N/A, Social Work
Justin Cahir's Merrill Edge Experience September 2011 - Present
Job Director; Merrill Edge Service to Sales proficiency execution manager; Onboarding site lead
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
Bank of America April 2010 - September 2011
Bank of America August 2009 - March 2010
Bank of America October 2007 - July 2009
Bank of America April 2006 - September 2007
Skills
Strategic Thinking, Teamwork, Web Ex, Live Person, Project Management, Team Leadership, Microsoft Word, Microsoft Excel, Visio, PowerPoint, Interpersonal..., Sales, Investments, Call Centers, Series 7, Securities, Series 24, Options, Relationship Management, Time Management, Data Analysis, Business Strategy, Process Improvement, Strategy, Strategic Planning, Finance, Banking, Training, Equities, Financial Services, Mutual Funds, Wealth Management
Education
Bryant University 2003 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
University of Rhode Island 2001 — 2003
Merrill Edge September 2011 - Present
Bank of America April 2010 - September 2011
Bank of America August 2009 - March 2010
Bank of America October 2007 - July 2009
Bank of America April 2006 - September 2007
Skills
Strategic Thinking, Teamwork, Web Ex, Live Person, Project Management, Team Leadership, Microsoft Word, Microsoft Excel, Visio, PowerPoint, Interpersonal..., Sales, Investments, Call Centers, Series 7, Securities, Series 24, Options, Relationship Management, Time Management, Data Analysis, Business Strategy, Process Improvement, Strategy, Strategic Planning, Finance, Banking, Training, Equities, Financial Services, Mutual Funds, Wealth Management
Education
Bryant University 2003 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
University of Rhode Island 2001 — 2003
J. Robert Vittoria J. Robert Vittoria's Merrill Edge Experience March 2015 - Present
Job Investment Specialist Trainee at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge March 2015 - Present
SEPHORA June 2014 - August 2014
My Technology Specialist October 2012 - May 2014
CVS Caremark Corporation June 2005 - September 2012
Marquette University January 2007 - May 2008
Rhode Island General Assembly January 2002 - July 2005
Education
Suffolk University 2012 — 2014
Global MBA, International Marketing, GPA: 3.985
Marquette University 2005 — 2009
Bachelor's degree, Marketing and International Business
IECS - The Strasbourg Graduate School of Management 2007 — 2007
Merrill Edge March 2015 - Present
SEPHORA June 2014 - August 2014
My Technology Specialist October 2012 - May 2014
CVS Caremark Corporation June 2005 - September 2012
Marquette University January 2007 - May 2008
Rhode Island General Assembly January 2002 - July 2005
Education
Suffolk University 2012 — 2014
Global MBA, International Marketing, GPA: 3.985
Marquette University 2005 — 2009
Bachelor's degree, Marketing and International Business
IECS - The Strasbourg Graduate School of Management 2007 — 2007
James DeChristopher's Merrill Edge Experience June 2013 - October 2014
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Bank of America October 2014 - Present
Merrill Edge June 2013 - October 2014
UBS Financial Services June 2012 - August 2012
Five Below July 2011 - June 2012
Five Below July 2008 - July 2011
Skills
Management, Team Building, Corporate Finance, Microsoft Office, Reliability, Success Driven, Winning Teams, Microsoft Word, Customer Service, Sales, Retail, Series 7, Series 63, Finance, Investments, Time Management, PowerPoint, Microsoft Excel, Teamwork, Retirement Planning, Cash Management, Customer Satisfaction
Education
Fairleigh Dickinson University 2009 — 2013
Finance, Senior
Bishop George Ahr High School 2005 — 2009
Merrill Lynch June 2015 - Present
Bank of America October 2014 - Present
Merrill Edge June 2013 - October 2014
UBS Financial Services June 2012 - August 2012
Five Below July 2011 - June 2012
Five Below July 2008 - July 2011
Skills
Management, Team Building, Corporate Finance, Microsoft Office, Reliability, Success Driven, Winning Teams, Microsoft Word, Customer Service, Sales, Retail, Series 7, Series 63, Finance, Investments, Time Management, PowerPoint, Microsoft Excel, Teamwork, Retirement Planning, Cash Management, Customer Satisfaction
Education
Fairleigh Dickinson University 2009 — 2013
Finance, Senior
Bishop George Ahr High School 2005 — 2009
Lawrence A. Sims Lawrence A. Sims's Merrill Edge Experience September 2011 - Present
Job Senior Operations in Global Wealth & Investment Management for Merrill Lynch
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
Florida Department of Children and Families May 2011 - October 2011
Rabia Temple No. 8 AEAONMS, INC. January 2008 - October 2011
Rose International January 2011 - April 2011
Florida House of Representatives November 2006 - June 2007
Skills
Customer Service, Public Relations, Team Building, PowerPoint, Microsoft Office, Legislative Affairs, Constituent Relations, Distribution Center..., Training, Access, Public Speaking, Microsoft Excel, Community Outreach, Interviews
Education
Florida Agricultural and Mechanical University 1997 — 2002
Music, Education
Merrill Edge September 2011 - Present
Florida Department of Children and Families May 2011 - October 2011
Rabia Temple No. 8 AEAONMS, INC. January 2008 - October 2011
Rose International January 2011 - April 2011
Florida House of Representatives November 2006 - June 2007
Skills
Customer Service, Public Relations, Team Building, PowerPoint, Microsoft Office, Legislative Affairs, Constituent Relations, Distribution Center..., Training, Access, Public Speaking, Microsoft Excel, Community Outreach, Interviews
Education
Florida Agricultural and Mechanical University 1997 — 2002
Music, Education
Jeff Repasky Jeff Repasky's Merrill Edge Experience September 2011 - Present
Job Internal Sales Consultant, SunTrust Investment Services, Inc
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2015 - Present
Merrill Edge September 2011 - Present
Merrill Lynch August 2009 - October 2011
Everest Vending, LLC January 2005 - July 2009
Sterling Trading January 1998 - January 2003
Hotel Corporation January 1999 - January 2001
Rockrimmon Securities June 1993 - December 1998
Holiday Inn Worldwide January 1992 - May 1993
Merrill Anderson Co September 1988 - August 1991
Lakewood Hospital September 1986 - September 1988
Skills
Trading, Strategy, Series 7, Equities, Wealth Management, Leadership, Strategic Planning, Financial Modeling, Mergers, Finance, Management, Budgets, Portfolio Management, Strategic Financial...
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance
Financial Studies Trust I School
DePauw University 1982 — 1986
BA, Economics
Western Reserve Academy 1979 — 1982
College Prep
SunTrust Investment Services, Inc. June 2015 - Present
Merrill Edge September 2011 - Present
Merrill Lynch August 2009 - October 2011
Everest Vending, LLC January 2005 - July 2009
Sterling Trading January 1998 - January 2003
Hotel Corporation January 1999 - January 2001
Rockrimmon Securities June 1993 - December 1998
Holiday Inn Worldwide January 1992 - May 1993
Merrill Anderson Co September 1988 - August 1991
Lakewood Hospital September 1986 - September 1988
Skills
Trading, Strategy, Series 7, Equities, Wealth Management, Leadership, Strategic Planning, Financial Modeling, Mergers, Finance, Management, Budgets, Portfolio Management, Strategic Financial...
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance
Financial Studies Trust I School
DePauw University 1982 — 1986
BA, Economics
Western Reserve Academy 1979 — 1982
College Prep
David Bernhard David Bernhard's Merrill Edge Experience January 2012 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
MetLife May 2005 - December 2011
Simic Galleries March 1996 - March 2004
Skills
Insurance, Wealth, Securities, Retirement Planning, Group Benefits
Education
California State University-San Marcos - College of Business Administration 2005 — 2005
BS, Finance
Merrill Edge January 2012 - Present
MetLife May 2005 - December 2011
Simic Galleries March 1996 - March 2004
Skills
Insurance, Wealth, Securities, Retirement Planning, Group Benefits
Education
California State University-San Marcos - College of Business Administration 2005 — 2005
BS, Finance
David Bernhard David Bernhard's Merrill Edge Experience December 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2012 - Present
MetLife December 2005 - December 2012
Simic Galleries March 2000 - August 2005
Skills
Employee Benefits, Small Business, Estate Planning, Financial Planning, Insurance, Financial Planners, Retirement Planning, Disability Insurance, 401k, Finance, Investments, Management, Sales
Education
California State University-San Marcos - College of Business Administration 2004 — 2005
Merrill Edge December 2012 - Present
MetLife December 2005 - December 2012
Simic Galleries March 2000 - August 2005
Skills
Employee Benefits, Small Business, Estate Planning, Financial Planning, Insurance, Financial Planners, Retirement Planning, Disability Insurance, 401k, Finance, Investments, Management, Sales
Education
California State University-San Marcos - College of Business Administration 2004 — 2005
Cory Fancher's Merrill Edge Experience August 2013 - June 2014
Job Investment Specialist Business Development Group at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Merrill Edge August 2013 - June 2014
Charles Schwab February 2011 - August 2013
Apollo Group July 2010 - February 2011
Jacksonville Jaguars July 2006 - March 2010
Skills
Series 7, Retirement Planning, Securities, Investments, Asset Allocation, Wealth Management, Financial Services, Financial Advisory, Series 66, Mutual Funds, Retirement, 401k, Investment Advisory, Uniform Combined State..., Investment Strategies, FINRA, Sales, Customer Service, Client Rapport
Education
East Carolina University 2001 — 2006
Bachelor of Arts (BA), Exercise and Sports Science Minor Business Administration
East Carolina University 2001 — 2006
Vanguard July 2014 - Present
Merrill Edge August 2013 - June 2014
Charles Schwab February 2011 - August 2013
Apollo Group July 2010 - February 2011
Jacksonville Jaguars July 2006 - March 2010
Skills
Series 7, Retirement Planning, Securities, Investments, Asset Allocation, Wealth Management, Financial Services, Financial Advisory, Series 66, Mutual Funds, Retirement, 401k, Investment Advisory, Uniform Combined State..., Investment Strategies, FINRA, Sales, Customer Service, Client Rapport
Education
East Carolina University 2001 — 2006
Bachelor of Arts (BA), Exercise and Sports Science Minor Business Administration
East Carolina University 2001 — 2006
Jesse Cole Jesse Cole's Merrill Edge Experience October 2013 - April 2014
Job Area Recruiter CO/UT Mtn. Region Sales, Marketing, Operations
Industry Staffing and Recruiting
Experience
Wyndham Vacation Ownership June 2014 - Present
Farmers Insurance Group April 2014 - May 2014
Merrill Edge October 2013 - April 2014
American Income Life Insurance Company March 2013 - September 2013
Farmers Insurance & Financial Services March 2011 - April 2013
Skills
Recruiting, Full-life Cycle..., Sales Hiring, Strategic Sourcing, Sales Management, Presentation Coaching, Direct Marketing, Team Building, Sales Management..., Life Insurance, Term Life Insurance, IRAs, Whole Life, Homeowners, Commercial Insurance, Financial Services, Health Insurance, Workers Compensation, Property & Casualty..., RV, Retirement, 401k Rollovers, Casualty, Traditional IRA, Liability Analysis, Wealth Accumulation, Retirement Savings, FINRA, Variable Products, Personal Financial..., Strategic Financial..., Wealth, College Savings Plans, Series 7, Staffing Services, Marketing, Customer Service, Hiring, Leadership, Management, Training
Education
Elon University 2004 — 2008
Bachelor's degree
Elon University 2004 — 2008
Bachelor of Science (B.Sc.)
Wyndham Vacation Ownership June 2014 - Present
Farmers Insurance Group April 2014 - May 2014
Merrill Edge October 2013 - April 2014
American Income Life Insurance Company March 2013 - September 2013
Farmers Insurance & Financial Services March 2011 - April 2013
Skills
Recruiting, Full-life Cycle..., Sales Hiring, Strategic Sourcing, Sales Management, Presentation Coaching, Direct Marketing, Team Building, Sales Management..., Life Insurance, Term Life Insurance, IRAs, Whole Life, Homeowners, Commercial Insurance, Financial Services, Health Insurance, Workers Compensation, Property & Casualty..., RV, Retirement, 401k Rollovers, Casualty, Traditional IRA, Liability Analysis, Wealth Accumulation, Retirement Savings, FINRA, Variable Products, Personal Financial..., Strategic Financial..., Wealth, College Savings Plans, Series 7, Staffing Services, Marketing, Customer Service, Hiring, Leadership, Management, Training
Education
Elon University 2004 — 2008
Bachelor's degree
Elon University 2004 — 2008
Bachelor of Science (B.Sc.)
Helene Gugel's Merrill Edge Experience August 2015 - Present
Job Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Merrill Edge June 2014 - Present
Equity National May 2005 - September 2013
Skills
Credit, Real Estate, Mortgage Lending, Loans, Mortgage Banking, Process Improvement, Coaching, Customer Service, Reports
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Merrill Edge August 2015 - Present
Merrill Edge June 2014 - Present
Equity National May 2005 - September 2013
Skills
Credit, Real Estate, Mortgage Lending, Loans, Mortgage Banking, Process Improvement, Coaching, Customer Service, Reports
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Stephen Rabinowitz's Merrill Edge Experience March 2015 - June 2015
Job Personal Banker at Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Merrill Edge March 2015 - June 2015
ScriptRx March 2014 - November 2014
Swole Sports Nutrition June 2013 - February 2014
Retro Fitness September 2010 - August 2011
Skills
Marketing, Leadership, Social Networking, Microsoft Excel, Personal Training, Retail, Team Building, Financial Analysis, Health, Analysis, Customer Service, Internet, Proposal Writing, Report Writing, Start-ups, Managing Start-ups, Cold Calling, Recruiting, Technical Recruiting, Employee Relations, Fitness Training, Investment Banking, International Trade
Education
Florida Atlantic University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1 GPA
Middlesex County College 2008 — 2010
Associate's Degree, Business Administration/Management
Bank of America July 2015 - Present
Merrill Edge March 2015 - June 2015
ScriptRx March 2014 - November 2014
Swole Sports Nutrition June 2013 - February 2014
Retro Fitness September 2010 - August 2011
Skills
Marketing, Leadership, Social Networking, Microsoft Excel, Personal Training, Retail, Team Building, Financial Analysis, Health, Analysis, Customer Service, Internet, Proposal Writing, Report Writing, Start-ups, Managing Start-ups, Cold Calling, Recruiting, Technical Recruiting, Employee Relations, Fitness Training, Investment Banking, International Trade
Education
Florida Atlantic University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1 GPA
Middlesex County College 2008 — 2010
Associate's Degree, Business Administration/Management
Antonio J. Mackey, J.D. Antonio J. Mackey, J.D.'s Merrill Edge Experience April 2015 - Present
Job Assistant Vice President; Financial Solutions Advisor
Industry Investment Banking
Experience
Merrill Edge April 2015 - Present
SunTrust Investment Services, Inc. December 2007 - April 2015
Edward Jones February 2007 - November 2007
Skills
Customer Service, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Accounting, Insurance, Finance, New Business Development, Risk Management, Financial Analysis, Analysis, Investments, Strategic Financial..., Strategic Planning, Employee Benefits, Financial Planning, Forecasting, Policy, Portfolio Management
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2014
Juris Doctor
Florida Agricultural and Mechanical University 2003 — 2006
Bachelor of Arts, Political Science
Merrill Edge April 2015 - Present
SunTrust Investment Services, Inc. December 2007 - April 2015
Edward Jones February 2007 - November 2007
Skills
Customer Service, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Accounting, Insurance, Finance, New Business Development, Risk Management, Financial Analysis, Analysis, Investments, Strategic Financial..., Strategic Planning, Employee Benefits, Financial Planning, Forecasting, Policy, Portfolio Management
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2014
Juris Doctor
Florida Agricultural and Mechanical University 2003 — 2006
Bachelor of Arts, Political Science
Khamla Nirandone Khamla Nirandone's Merrill Edge Experience June 2014 - August 2015
Job Financial Advisor, AVP, at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Merrill Edge June 2014 - August 2015
Citizens Bank May 2012 - June 2014
State Street May 2003 - December 2006
Skills
Business Analysis, Business Strategy, Finance, Financial Analysis, Loans, Strategic Planning, Negotiation, Mortgage Lending, Investments, Role Model, Financial Services, Leadership, Real Estate, Banking, Strategic Financial..., Refinance, Mortgage Banking, Consumer Lending, Residential Mortgages, Sales, Analysis, Sales Management, Financial Planning
Education
Licenses 2014 — 2015
FINRA SERIES 7 & 66
Bryant University 2013 — 2014
Business Analysis, Business Analysis
University of Rhode Island 1997 — 2001
Bachelor's degree, Management Information Systems, General
Merrill Lynch August 2015 - Present
Merrill Edge June 2014 - August 2015
Citizens Bank May 2012 - June 2014
State Street May 2003 - December 2006
Skills
Business Analysis, Business Strategy, Finance, Financial Analysis, Loans, Strategic Planning, Negotiation, Mortgage Lending, Investments, Role Model, Financial Services, Leadership, Real Estate, Banking, Strategic Financial..., Refinance, Mortgage Banking, Consumer Lending, Residential Mortgages, Sales, Analysis, Sales Management, Financial Planning
Education
Licenses 2014 — 2015
FINRA SERIES 7 & 66
Bryant University 2013 — 2014
Business Analysis, Business Analysis
University of Rhode Island 1997 — 2001
Bachelor's degree, Management Information Systems, General
Sean Hunter Sean Hunter's Merrill Edge Experience September 2011 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge September 2011 - May 2015
Wells Fargo Bank 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Skills
Series 7, Portfolio Management, Insurance, Investments, Mutual Funds, Asset Management, Series 66, Consumer Lending, Wealth Management, Uniform Combined State..., Credit, Financial Advisory, Financial Services, Strategic Financial..., Retirement Planning, Commercial Banking, Credit Analysis, Loans, Finance, Customer Service
Education
California State University-Fullerton
Finance
Merrill Edge September 2011 - May 2015
Wells Fargo Bank 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Skills
Series 7, Portfolio Management, Insurance, Investments, Mutual Funds, Asset Management, Series 66, Consumer Lending, Wealth Management, Uniform Combined State..., Credit, Financial Advisory, Financial Services, Strategic Financial..., Retirement Planning, Commercial Banking, Credit Analysis, Loans, Finance, Customer Service
Education
California State University-Fullerton
Finance
Tzu Yu Liu Tzu Yu Liu's Merrill Edge Experience April 2015 - Present
Job Assistant Vice President/ Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Integral Financial LLC December 2013 - July 2014
Law Office of Jean D. Chen September 2013 - November 2013
UIUC June 2012 - May 2013
Taiwan Business Bank July 2011 - August 2011
Ji Yuan International Corporation January 2011 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ, Access, Data Analysis
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Finance, General
National Taiwan University 2007 — 2012
Bachelor's degree, Political Science and Government
City University of Hong Kong 2012 — 2012
Exchange Student
Merrill Edge April 2015 - Present
Integral Financial LLC December 2013 - July 2014
Law Office of Jean D. Chen September 2013 - November 2013
UIUC June 2012 - May 2013
Taiwan Business Bank July 2011 - August 2011
Ji Yuan International Corporation January 2011 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ, Access, Data Analysis
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Finance, General
National Taiwan University 2007 — 2012
Bachelor's degree, Political Science and Government
City University of Hong Kong 2012 — 2012
Exchange Student
William Dzugan's Merrill Edge Experience August 2012 - May 2013
Job Regional Account Executive at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. September 2013 - Present
Bloomberg LP May 2013 - September 2013
Merrill Edge August 2012 - May 2013
Skills
PowerPoint, Microsoft Excel, Event Management, Social Media, Asset Allocation, Portfolio Management, Investment Strategies, Financial Analysis, Series 7, Analysis, Program Management, Financial Services, Finance, Financial Modeling
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science Business Administration, Finance
Steben & Company, Inc. September 2013 - Present
Bloomberg LP May 2013 - September 2013
Merrill Edge August 2012 - May 2013
Skills
PowerPoint, Microsoft Excel, Event Management, Social Media, Asset Allocation, Portfolio Management, Investment Strategies, Financial Analysis, Series 7, Analysis, Program Management, Financial Services, Finance, Financial Modeling
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science Business Administration, Finance
Vince Guarino, CFP® Vince Guarino, CFP®'s Merrill Edge Experience October 2013 - March 2014
Job Junior Associate at Ironwood Investment Counsel, LLC
Industry Financial Services
Experience
Ironwood Investment Counsel, LLC March 2014 - Present
Merrill Edge October 2013 - March 2014
USAA April 2010 - July 2013
Charles Schwab August 2008 - April 2010
Charles Schwab April 2007 - August 2008
Skills
Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Financial Advisory, Investment Advisory, Retirement, Investments, Asset Allocation, Insurance
Education
Creighton University 2011 — 2013
Master's degree, Investments and Securities
Ironwood Investment Counsel, LLC March 2014 - Present
Merrill Edge October 2013 - March 2014
USAA April 2010 - July 2013
Charles Schwab August 2008 - April 2010
Charles Schwab April 2007 - August 2008
Skills
Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Financial Advisory, Investment Advisory, Retirement, Investments, Asset Allocation, Insurance
Education
Creighton University 2011 — 2013
Master's degree, Investments and Securities
Craig Maltese Craig Maltese's Merrill Edge Experience May 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
J Barbour & Sons Ltd October 2013 - May 2014
Sperry Top-Sider January 2013 - August 2013
Skills
Retail, Merchandising, Store Management, Visual Merchandising, Loss Prevention, Sales, Inventory Management, Retail Sales, Customer Service, Customer Satisfaction, Profit, Sales Management, Inventory Control, Store Operations, Sales Operations, Microsoft Office, Time Management, P&L, Microsoft Excel, Management, Leadership, PowerPoint, Investments, Public Speaking, Risk Management, Social Media, Insurance, Microsoft Word, Research
Education
College for Financial Planning 2015 — 2015
Accredited Wealth Management Advisor, Finance, General
Rutgers University-New Brunswick 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Merrill Edge May 2014 - Present
J Barbour & Sons Ltd October 2013 - May 2014
Sperry Top-Sider January 2013 - August 2013
Skills
Retail, Merchandising, Store Management, Visual Merchandising, Loss Prevention, Sales, Inventory Management, Retail Sales, Customer Service, Customer Satisfaction, Profit, Sales Management, Inventory Control, Store Operations, Sales Operations, Microsoft Office, Time Management, P&L, Microsoft Excel, Management, Leadership, PowerPoint, Investments, Public Speaking, Risk Management, Social Media, Insurance, Microsoft Word, Research
Education
College for Financial Planning 2015 — 2015
Accredited Wealth Management Advisor, Finance, General
Rutgers University-New Brunswick 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Patrick Trencansky's Merrill Edge Experience May 2011 - May 2012
Job Performance Measurement Analyst at US Trust
Industry Financial Services
Experience
Bank of America July 2013 - Present
Merrill Lynch May 2012 - June 2013
Merrill Edge May 2011 - May 2012
Merrill Edge October 2010 - May 2011
Merrill Lynch August 2009 - December 2009
ING Financial Partners August 2008 - May 2009
M&T Bank July 2005 - January 2009
Skills
Data Analysis, Microsoft Excel, MS Excel Pivot Tables, V Lookups, Series 7, Series 66, Call Center, Finance, Accounting, Calculus, Call Centers, Investments, Leadership, Portfolio Management, Customer Service
Education
University of North Carolina at Charlotte 2014 — 2017
Master's Degree, Mathematical Finance
University of North Carolina at Charlotte 2014 — 2017
Master of Business Administration (M.B.A.)
Cabrini College 2006 — 2009
Bachelor of Science, Finance and Accounting
Vestal Senior High School 2002 — 2006
Bank of America July 2013 - Present
Merrill Lynch May 2012 - June 2013
Merrill Edge May 2011 - May 2012
Merrill Edge October 2010 - May 2011
Merrill Lynch August 2009 - December 2009
ING Financial Partners August 2008 - May 2009
M&T Bank July 2005 - January 2009
Skills
Data Analysis, Microsoft Excel, MS Excel Pivot Tables, V Lookups, Series 7, Series 66, Call Center, Finance, Accounting, Calculus, Call Centers, Investments, Leadership, Portfolio Management, Customer Service
Education
University of North Carolina at Charlotte 2014 — 2017
Master's Degree, Mathematical Finance
University of North Carolina at Charlotte 2014 — 2017
Master of Business Administration (M.B.A.)
Cabrini College 2006 — 2009
Bachelor of Science, Finance and Accounting
Vestal Senior High School 2002 — 2006
Jack Dockery, MBA Jack Dockery, MBA's Merrill Edge Experience June 2015 - Present
Job Man of Action
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Merrill Edge June 2015 - Present
Target November 2014 - December 2014
Hometown Lenders September 2014 - October 2014
Walden Security June 2008 - June 2010
US Army August 2004 - December 2007
The Wackenhut Corporation August 2003 - August 2004
Skills
Military, Team Leadership, Security, Physical Security, Leadership, Protection, Military Operations, Analysis, Management, Access Control, Financial Analysis, Customer Service, Finance, Public Speaking
Education
University of Alabama in Huntsville 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of Alabama 2010 — 2013
B.S., Finance
Central Texas College 2009 — 2010
Associate of Science, Business Administration
University of Alabama 1997 — 2001
B.A., Criminal Justice
Merrill Lynch June 2015 - Present
Merrill Edge June 2015 - Present
Target November 2014 - December 2014
Hometown Lenders September 2014 - October 2014
Walden Security June 2008 - June 2010
US Army August 2004 - December 2007
The Wackenhut Corporation August 2003 - August 2004
Skills
Military, Team Leadership, Security, Physical Security, Leadership, Protection, Military Operations, Analysis, Management, Access Control, Financial Analysis, Customer Service, Finance, Public Speaking
Education
University of Alabama in Huntsville 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of Alabama 2010 — 2013
B.S., Finance
Central Texas College 2009 — 2010
Associate of Science, Business Administration
University of Alabama 1997 — 2001
B.A., Criminal Justice
Alison Vento's Merrill Edge Experience August 2012 - Present
Job Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Ameriprise Financial Services, Inc. July 2006 - July 2012
Skills
Investment Management, Retirement Planning, Estate Planning, Insurance, Personal Tax Planning, Wealth Accumulation..., Portfolio Management, Retirement, Financial Goals, Financial Analysis, Series 7, IRAs, 401k Rollovers, Fixed Annuities, Wealth, Long-term Care, Financial Services, Mutual Funds, Leadership, Wealth Management, Asset Allocation, Fixed Income, Investments, Financial Planning, Investment Strategies, Asset Management, Banking
Education
California State University-Northridge 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), International Business & Economics
Merrill Edge August 2012 - Present
Ameriprise Financial Services, Inc. July 2006 - July 2012
Skills
Investment Management, Retirement Planning, Estate Planning, Insurance, Personal Tax Planning, Wealth Accumulation..., Portfolio Management, Retirement, Financial Goals, Financial Analysis, Series 7, IRAs, 401k Rollovers, Fixed Annuities, Wealth, Long-term Care, Financial Services, Mutual Funds, Leadership, Wealth Management, Asset Allocation, Fixed Income, Investments, Financial Planning, Investment Strategies, Asset Management, Banking
Education
California State University-Northridge 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), International Business & Economics
Charles Vail's Merrill Edge Experience October 2012 - December 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch: The Hearne Group January 2014 - Present
Merrill Lynch January 2014 - Present
Merrill Edge October 2012 - December 2013
Merrill Lynch June 2004 - October 2012
Guardian Life November 2003 - June 2004
Ivy Mortgage November 2002 - October 2003
Skills
Equities, Finance, Art, Wealth Management..., Series 7, Series 66, Six Sigma, Health Insurance, Life Insurance, Microsoft Excel, Microsoft Word, Adobe Acrobat, Mutual Funds, Fixed Income, ETFs, Omgeo Oasys, Yoga Instruction, Children's Yoga, Customer Service, Securities, Microsoft Office, Banking, Social Media, Wealth Management, Retirement Planning, Investments, Insurance, Salesforce.com, ADRs, Currency Exchange, Forklift Operation, 529 Plans, DTC, Fixed Annuities, Variable Annuities, Retirement Savings
Education
DeSales University
Northampton Community College
Associate of Arts (AA)
Merrill Lynch: The Hearne Group January 2014 - Present
Merrill Lynch January 2014 - Present
Merrill Edge October 2012 - December 2013
Merrill Lynch June 2004 - October 2012
Guardian Life November 2003 - June 2004
Ivy Mortgage November 2002 - October 2003
Skills
Equities, Finance, Art, Wealth Management..., Series 7, Series 66, Six Sigma, Health Insurance, Life Insurance, Microsoft Excel, Microsoft Word, Adobe Acrobat, Mutual Funds, Fixed Income, ETFs, Omgeo Oasys, Yoga Instruction, Children's Yoga, Customer Service, Securities, Microsoft Office, Banking, Social Media, Wealth Management, Retirement Planning, Investments, Insurance, Salesforce.com, ADRs, Currency Exchange, Forklift Operation, 529 Plans, DTC, Fixed Annuities, Variable Annuities, Retirement Savings
Education
DeSales University
Northampton Community College
Associate of Arts (AA)
Tommy Walke's Merrill Edge Experience July 2012 - October 2013
Job at
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Merrill Edge July 2012 - October 2013
Wells Fargo Bank June 2006 - July 2012
Skills
Uniform Combined State..., Investments, Wealth Management, Banking, Credit, Series 7, Retail Banking, Financial Analysis, Leadership, Public Speaking, Customer Service, Credit Analysis, Management
Education
Brigham Young University - Idaho 2006 — 2010
University Studies, Organizational Communication, General
Wells Fargo October 2013 - Present
Merrill Edge July 2012 - October 2013
Wells Fargo Bank June 2006 - July 2012
Skills
Uniform Combined State..., Investments, Wealth Management, Banking, Credit, Series 7, Retail Banking, Financial Analysis, Leadership, Public Speaking, Customer Service, Credit Analysis, Management
Education
Brigham Young University - Idaho 2006 — 2010
University Studies, Organizational Communication, General
Mel Tileston Mel Tileston's Merrill Edge Experience 2007 - Present
Job Vice President at Merrill EDGE
Industry Financial Services
Experience
Merrill Edge 2007 - Present
University of Phoenix 2006 - 2007
Merrill Lynch 2005 - 2007
Merrill Lynch 2000 - 2005
Merrill Lynch 1996 - 2000
Skills
Series 7, IRS Enrolled Agent, Uniform Combined State..., Retirement, Strategic Financial..., 401k Rollovers, IRAs, ETFs, Series 66, Series 9, Series 10, Certified Financial..., Personal Financial..., Income Tax, Retirement Planning, Investments, Socially Responsible..., Financial Advisory, Wealth Management, Personal Finance, Investment Advisory, Fixed Income, FINRA, Branch Management, Certified Public..., Estate Planning, Equities, Investment Strategies, Fixed Annuities, High Net Worth..., Relationship Management, Financial Planners, Finance, Series 63, Portfolio Management, Asset Allocation, 401k, Securities, Alternative Investments, Wealth Management..., Mutual Funds, Financial Services, Financial Planning, Asset Management, Leadership
Education
Regis University 1994 — 1996
Bachelor of Science, Business Administration:Management, 4.0 / 4.0
Regis University 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Accounting / Information Systems, 3.769 / 4.0
College for Financial Planning 1996 — 1998
CFP(R), Financial Planning
College for Financial Planning 2002 — 2004
Master of Science in Financial Planning (MSFP), Graduate Degree in Financial Planning, 3.86 / 4.0
The American College 2000 — 2001
Chartered Financial Consultant (ChFC), Financial Planning
Ocean County College 1982 — 1986
Business Administration and Management, General
Brick Twp. High School 1978 — 1981
Merrill Edge 2007 - Present
University of Phoenix 2006 - 2007
Merrill Lynch 2005 - 2007
Merrill Lynch 2000 - 2005
Merrill Lynch 1996 - 2000
Skills
Series 7, IRS Enrolled Agent, Uniform Combined State..., Retirement, Strategic Financial..., 401k Rollovers, IRAs, ETFs, Series 66, Series 9, Series 10, Certified Financial..., Personal Financial..., Income Tax, Retirement Planning, Investments, Socially Responsible..., Financial Advisory, Wealth Management, Personal Finance, Investment Advisory, Fixed Income, FINRA, Branch Management, Certified Public..., Estate Planning, Equities, Investment Strategies, Fixed Annuities, High Net Worth..., Relationship Management, Financial Planners, Finance, Series 63, Portfolio Management, Asset Allocation, 401k, Securities, Alternative Investments, Wealth Management..., Mutual Funds, Financial Services, Financial Planning, Asset Management, Leadership
Education
Regis University 1994 — 1996
Bachelor of Science, Business Administration:Management, 4.0 / 4.0
Regis University 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Accounting / Information Systems, 3.769 / 4.0
College for Financial Planning 1996 — 1998
CFP(R), Financial Planning
College for Financial Planning 2002 — 2004
Master of Science in Financial Planning (MSFP), Graduate Degree in Financial Planning, 3.86 / 4.0
The American College 2000 — 2001
Chartered Financial Consultant (ChFC), Financial Planning
Ocean County College 1982 — 1986
Business Administration and Management, General
Brick Twp. High School 1978 — 1981
Caroline Fallon Caroline Fallon's Merrill Edge Experience June 2014 - August 2014
Job HR Regional Specialist at Hatstand
Industry Information Technology and Services
Experience
Hatstand June 2015 - Present
Cornell University May 2013 - May 2015
Merrill Edge June 2014 - August 2014
Pivotal Investment Partners May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Customer Service, Leadership, Teamwork, Research, Data Analysis, Event Planning, Time Management, Management, Marketing, Cross-functional Team...
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Industrial and Labor Relations
Hatstand June 2015 - Present
Cornell University May 2013 - May 2015
Merrill Edge June 2014 - August 2014
Pivotal Investment Partners May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Customer Service, Leadership, Teamwork, Research, Data Analysis, Event Planning, Time Management, Management, Marketing, Cross-functional Team...
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Industrial and Labor Relations
Michael R. Antczak Michael R. Antczak's Merrill Edge Experience 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2014 - Present
PNC 2013 - 2014
Morgan Stanley April 2012 - May 2013
The Walt Disney Company June 2011 - January 2012
Luxottica Group March 2004 - May 2011
Skills
Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management, Banking, Credit
Education
Florida International University 2006 — 2011
Business Administration, Finance
Merrill Edge 2014 - Present
PNC 2013 - 2014
Morgan Stanley April 2012 - May 2013
The Walt Disney Company June 2011 - January 2012
Luxottica Group March 2004 - May 2011
Skills
Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management, Banking, Credit
Education
Florida International University 2006 — 2011
Business Administration, Finance
Tigran Areshian Tigran Areshian's Merrill Edge Experience January 2014 - Present
Job Financial Solutions Advisor
Industry Investment Management
Experience
Merrill Edge January 2014 - Present
Wells Fargo January 2012 - September 2013
2009 - 2012 Best Buy January 2009 - January 2012
2004 - 2009 ABS Computers 2004 - 2009
Skills
Store Management, Retail, Merchandising, Customer Experience, POS, Retail Sales, Customer Satisfaction, Inventory Management, Visual Merchandising, Inventory Control, Profit, Customer Service, Accountability, Income Statement, Business Operations, General Securities..., Series 7, Sales, Training, Management, Series 66, Strategy, Coaching, Finance, Marketing Strategy, Banking, Portfolio Management, Credit, Investments, Strategic Planning, Financial Services, Market Research, Marketing, Driving Results, Leadership Development, Strategic Financial..., Relationship Management, Mutual Funds, Series 6, Asset Allocation, Series 63, P, Time Management, Retirement Planning, Financial Advisory, Securities, Wealth Management, Fixed Annuities, Asset Management, Retirement
Education
Capella University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Penn State University 2013 — 2014
Bachelor's degree, Business/Commerce, General
Merrill Edge January 2014 - Present
Wells Fargo January 2012 - September 2013
2009 - 2012 Best Buy January 2009 - January 2012
2004 - 2009 ABS Computers 2004 - 2009
Skills
Store Management, Retail, Merchandising, Customer Experience, POS, Retail Sales, Customer Satisfaction, Inventory Management, Visual Merchandising, Inventory Control, Profit, Customer Service, Accountability, Income Statement, Business Operations, General Securities..., Series 7, Sales, Training, Management, Series 66, Strategy, Coaching, Finance, Marketing Strategy, Banking, Portfolio Management, Credit, Investments, Strategic Planning, Financial Services, Market Research, Marketing, Driving Results, Leadership Development, Strategic Financial..., Relationship Management, Mutual Funds, Series 6, Asset Allocation, Series 63, P, Time Management, Retirement Planning, Financial Advisory, Securities, Wealth Management, Fixed Annuities, Asset Management, Retirement
Education
Capella University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Penn State University 2013 — 2014
Bachelor's degree, Business/Commerce, General
Raymond F. Conlon, CFP® AIF® Raymond F. Conlon, CFP® AIF®'s Merrill Edge Experience April 2013 - April 2014
Job Edelman Direct Advisor at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2015 - Present
Merrill Edge April 2013 - April 2014
Boston University - Metropolitan College January 2012 - March 2013
Citi September 2010 - December 2012
LPL Financial August 2008 - August 2009
Cetera Financial Group October 2005 - September 2008
Wells Fargo April 2007 - August 2008
Natixis Global Asset Management June 1998 - August 2003
AMG Funds January 1997 - June 1998
First Foundation Inc. July 1994 - December 1996
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Banking, Investment Advisory, Sales, Portfolio Management, Asset Managment, Separately Managed..., Financial Analysis, Life Insurance, Securities, Insurance, Variable Annuities, Investment Properties, Financial Risk, Due Diligence, Business Development, Loans, Salesforce.com, Term Life Insurance, Mortgage Lending, FINRA, Variable Life, Fixed Income Strategies, Home Equity Loans, Marketing Management, Financial Reporting, Disability Insurance, Financial Accounting, General Insurance, Series 7
Education
Fairfield University 1972 — 1976
BS, Finance, General, 3.5
Montclair High School, Montclair NJ 1968 — 1972
High School, Pre-College, Straight A's............
Edelman Financial Services January 2015 - Present
Merrill Edge April 2013 - April 2014
Boston University - Metropolitan College January 2012 - March 2013
Citi September 2010 - December 2012
LPL Financial August 2008 - August 2009
Cetera Financial Group October 2005 - September 2008
Wells Fargo April 2007 - August 2008
Natixis Global Asset Management June 1998 - August 2003
AMG Funds January 1997 - June 1998
First Foundation Inc. July 1994 - December 1996
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Banking, Investment Advisory, Sales, Portfolio Management, Asset Managment, Separately Managed..., Financial Analysis, Life Insurance, Securities, Insurance, Variable Annuities, Investment Properties, Financial Risk, Due Diligence, Business Development, Loans, Salesforce.com, Term Life Insurance, Mortgage Lending, FINRA, Variable Life, Fixed Income Strategies, Home Equity Loans, Marketing Management, Financial Reporting, Disability Insurance, Financial Accounting, General Insurance, Series 7
Education
Fairfield University 1972 — 1976
BS, Finance, General, 3.5
Montclair High School, Montclair NJ 1968 — 1972
High School, Pre-College, Straight A's............
Lynn Ann Celestin's Merrill Edge Experience December 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Edge December 2014 - Present
State Farm Agent February 2014 - November 2014
Wells Fargo May 2012 - January 2014
Wells Fargo Advisors, LLC April 2011 - May 2012
CELEST*Air 2008 - 2010
Styro Systems Inc. January 2001 - December 2008
GenFlex Roofing Systems LLC 1995 - 1999
Dow Chemical 1985 - 1995
Skills
Investments, Securities, Business Intelligence, Sales Operations, Sales, Insurance, Wealth Management, Technical Analysis, Strategy, Leadership, Portfolio Management, Finance, Risk Management, Strategic Financial..., Selling, Series 7, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Information Systems
Ferris State University 1981 — 1982
Insurance
Kennesaw State University 1982 — 1985
Bachelor’s Degree, Marketing /Management
PADI
Scuba Diver
Merrill Edge December 2014 - Present
State Farm Agent February 2014 - November 2014
Wells Fargo May 2012 - January 2014
Wells Fargo Advisors, LLC April 2011 - May 2012
CELEST*Air 2008 - 2010
Styro Systems Inc. January 2001 - December 2008
GenFlex Roofing Systems LLC 1995 - 1999
Dow Chemical 1985 - 1995
Skills
Investments, Securities, Business Intelligence, Sales Operations, Sales, Insurance, Wealth Management, Technical Analysis, Strategy, Leadership, Portfolio Management, Finance, Risk Management, Strategic Financial..., Selling, Series 7, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Information Systems
Ferris State University 1981 — 1982
Insurance
Kennesaw State University 1982 — 1985
Bachelor’s Degree, Marketing /Management
PADI
Scuba Diver
Alan Hadad, Jr. Alan Hadad, Jr.'s Merrill Edge Experience July 2014 - Present
Job AVP, Investment Consultant, Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
Bank of America March 2012 - June 2014
Merrill Edge January 2010 - March 2012
Edward Jones January 2009 - September 2009
Hurd Automall August 2008 - November 2008
Sullivan's Automotive Dealerships April 2005 - August 2008
William Raveis Real Estate July 2003 - February 2005
9 West March 2001 - June 2003
ConnectiCare March 2000 - November 2000
USI Consulting Group November 1998 - March 2000
Skills
Investments, Trading, Financial Planning, Series 7, Series 66, Sales, Strategic Financial..., Uniform Combined State..., Retirement Planning, Mutual Funds, Fixed Income, Financial Services, Finance, Equities, Bonds, Banking, Retirement, Insurance
Education
BC High
Bryant University
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (MBA), Finance, General
Merrill Edge July 2014 - Present
Bank of America March 2012 - June 2014
Merrill Edge January 2010 - March 2012
Edward Jones January 2009 - September 2009
Hurd Automall August 2008 - November 2008
Sullivan's Automotive Dealerships April 2005 - August 2008
William Raveis Real Estate July 2003 - February 2005
9 West March 2001 - June 2003
ConnectiCare March 2000 - November 2000
USI Consulting Group November 1998 - March 2000
Skills
Investments, Trading, Financial Planning, Series 7, Series 66, Sales, Strategic Financial..., Uniform Combined State..., Retirement Planning, Mutual Funds, Fixed Income, Financial Services, Finance, Equities, Bonds, Banking, Retirement, Insurance
Education
BC High
Bryant University
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (MBA), Finance, General
Mario DiGiacomo Mario DiGiacomo's Merrill Edge Experience August 2012 - Present
Job Assistant Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
AllianceBernstein December 2003 - February 2012
AllianceBernstein April 1997 - December 2003
AllianceBernstein January 1994 - April 1997
AllianceBernstein March 1991 - January 1994
Skills
Asset Managment, Bloomberg, Equities, Hedge Funds, Portfolio Management, Series 7, Series 66, Wealth Management, Equity Trading, ETFs, Mutual Funds, Financial Advisory
Education
City University of New York-College of Staten Island 1987 — 1991
BS, Finance / Economics
New York City College of Technology 1986 — 1987
Merrill Edge August 2012 - Present
AllianceBernstein December 2003 - February 2012
AllianceBernstein April 1997 - December 2003
AllianceBernstein January 1994 - April 1997
AllianceBernstein March 1991 - January 1994
Skills
Asset Managment, Bloomberg, Equities, Hedge Funds, Portfolio Management, Series 7, Series 66, Wealth Management, Equity Trading, ETFs, Mutual Funds, Financial Advisory
Education
City University of New York-College of Staten Island 1987 — 1991
BS, Finance / Economics
New York City College of Technology 1986 — 1987
Cristian Nochez Cristian Nochez's Merrill Edge Experience May 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Wells Fargo Advisors July 2010 - April 2014
Jonathan Club June 2007 - July 2012
Skills
Market Research, 401k Rollovers, Mortgage Lending, Investments, Wealth Management, Retirement Planning, Life Insurance, 401k, Small Business Lending, Fixed Annuities, Variable Annuities
Education
California State University-Northridge
Bachelor of Science, Finance
Merrill Edge May 2014 - Present
Wells Fargo Advisors July 2010 - April 2014
Jonathan Club June 2007 - July 2012
Skills
Market Research, 401k Rollovers, Mortgage Lending, Investments, Wealth Management, Retirement Planning, Life Insurance, 401k, Small Business Lending, Fixed Annuities, Variable Annuities
Education
California State University-Northridge
Bachelor of Science, Finance
Robert J Gildersleeve Robert J Gildersleeve's Merrill Edge Experience February 2013 - Present
Job Vice President Financial Solutions Advisor at Bank of America Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2013 - Present
Merrill Lynch December 2010 - January 2013
Bay Ridge Federal Credit Union July 2010 - December 2010
Contour Mortgage Bank January 2010 - June 2010
JP TURNER & COMPANY April 2009 - December 2009
CIRCUIT CITY INC September 2006 - May 2008
Best Buy August 2005 - August 2006
Skills
Securities, Equities, PowerPoint, Microsoft Word, Customer Service, Bonds, Fixed Annuities, Management, Fixed Income, Research, Funding, IRAs, Microsoft Exchange, Communication Training, College Savings Plans, Finance, Financial Analysis, Microsoft Office, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Credit, Estate Planning, Financial Advisory, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Hedge Funds, Insurance, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Loans, Mutual Funds, Options, Retirement, Retirement Planning, Risk Management, Sales, Series 63, Series 7, Strategic Financial..., Strategic Planning
Education
St. Francis College 2008 — 2010
BS, Business Management
Brookdale Community College 2006 — 2008
Associates, Business Management
Merrill Edge February 2013 - Present
Merrill Lynch December 2010 - January 2013
Bay Ridge Federal Credit Union July 2010 - December 2010
Contour Mortgage Bank January 2010 - June 2010
JP TURNER & COMPANY April 2009 - December 2009
CIRCUIT CITY INC September 2006 - May 2008
Best Buy August 2005 - August 2006
Skills
Securities, Equities, PowerPoint, Microsoft Word, Customer Service, Bonds, Fixed Annuities, Management, Fixed Income, Research, Funding, IRAs, Microsoft Exchange, Communication Training, College Savings Plans, Finance, Financial Analysis, Microsoft Office, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Credit, Estate Planning, Financial Advisory, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Hedge Funds, Insurance, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Loans, Mutual Funds, Options, Retirement, Retirement Planning, Risk Management, Sales, Series 63, Series 7, Strategic Financial..., Strategic Planning
Education
St. Francis College 2008 — 2010
BS, Business Management
Brookdale Community College 2006 — 2008
Associates, Business Management
JOSHUA PUCKETT JOSHUA PUCKETT's Merrill Edge Experience January 2012 - Present
Job Merrill Edge FSA
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
Merrill Lynch 2010 - January 2012
Neighborhood Housing Services of the Inland Empire December 2009 - September 2010
University of California Riverside March 2009 - September 2009
County of Riverside Human Resources Department August 2008 - November 2008
MERRILL LYNCH 2007 - 2008
Skills
Leadership, Recruiting, Program Management, Management, Fundraising, Human Resources, Analysis, Grants, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Research, Customer Service, Non-profits, Microsoft Word, Financial Analysis, Strategic Planning, Community Outreach
Education
California State University-San Bernardino 2005 — 2008
BA, BUSINESS ADMINISTRATION, FINANCE
Merrill Edge January 2012 - Present
Merrill Lynch 2010 - January 2012
Neighborhood Housing Services of the Inland Empire December 2009 - September 2010
University of California Riverside March 2009 - September 2009
County of Riverside Human Resources Department August 2008 - November 2008
MERRILL LYNCH 2007 - 2008
Skills
Leadership, Recruiting, Program Management, Management, Fundraising, Human Resources, Analysis, Grants, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Research, Customer Service, Non-profits, Microsoft Word, Financial Analysis, Strategic Planning, Community Outreach
Education
California State University-San Bernardino 2005 — 2008
BA, BUSINESS ADMINISTRATION, FINANCE
Kimani Ridley Kimani Ridley's Merrill Edge Experience January 2014 - Present
Job
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Bank of America July 2012 - November 2013
Bank of America April 2009 - March 2012
Elite Notary Inc. July 2006 - April 2009
Ameriquest Mortgage Company July 2004 - November 2005
Global Fingerprinting Solutions September 2001 - July 2004
Enterprise Rent-A-Car October 1996 - April 2001
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Mortgage Lending, Team Building, Teamwork, Administration, Social Networking, Event Planning, Risk Management, Marketing, Fundraising, Editing, Project Management, Policy, Public Relations, Event Management, Recruiting, Leadership Development, FHA, Advertising, Sales, Training
Education
College of the Holy Cross 1991 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Merrill Edge January 2014 - Present
Bank of America July 2012 - November 2013
Bank of America April 2009 - March 2012
Elite Notary Inc. July 2006 - April 2009
Ameriquest Mortgage Company July 2004 - November 2005
Global Fingerprinting Solutions September 2001 - July 2004
Enterprise Rent-A-Car October 1996 - April 2001
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Mortgage Lending, Team Building, Teamwork, Administration, Social Networking, Event Planning, Risk Management, Marketing, Fundraising, Editing, Project Management, Policy, Public Relations, Event Management, Recruiting, Leadership Development, FHA, Advertising, Sales, Training
Education
College of the Holy Cross 1991 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Marshall Brittle's Merrill Edge Experience November 2014 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
Fidelity Investments January 2012 - Present
Regions Bank August 2010 - January 2012
Northwestern Mutual October 2009 - July 2010
Skills
Well-Groomed, Recycling, Punctual, Common Sense, Notary Public, Series 63, Series 7, Humor, Health Insurance, Wardrobe, Disability Insurance, Term Life Insurance, Personal Finance, Banking, Private Banking, Commercial Banking, Retail Banking, Banking Operations, Account Management, Risk Management, Inventory Management, Inventory Control, Inventory Analysis, Staff Supervision, Branch Banking, Financial Advisory, Financial Analysis, Financial Planning, Financial Accounting, Retail Buying, Retail Management, Fashion Marketing, Fashion Retail, Saving for Education, Retirement Savings, Long Term Care
Education
Flagler College
Bachelor of Arts, Business Administration
Lego Engineering
Motors, Pulleys, Design
Merrill Edge November 2014 - Present
Fidelity Investments January 2012 - Present
Regions Bank August 2010 - January 2012
Northwestern Mutual October 2009 - July 2010
Skills
Well-Groomed, Recycling, Punctual, Common Sense, Notary Public, Series 63, Series 7, Humor, Health Insurance, Wardrobe, Disability Insurance, Term Life Insurance, Personal Finance, Banking, Private Banking, Commercial Banking, Retail Banking, Banking Operations, Account Management, Risk Management, Inventory Management, Inventory Control, Inventory Analysis, Staff Supervision, Branch Banking, Financial Advisory, Financial Analysis, Financial Planning, Financial Accounting, Retail Buying, Retail Management, Fashion Marketing, Fashion Retail, Saving for Education, Retirement Savings, Long Term Care
Education
Flagler College
Bachelor of Arts, Business Administration
Lego Engineering
Motors, Pulleys, Design
Kate Hapeman's Merrill Edge Experience February 2013 - Present
Job Senior Compliance Analyst
Industry Financial Services
Experience
Mphasis March 2014 - Present
Merrill Edge February 2013 - Present
Toyota Financial Services December 2013 - February 2014
Oxford Investment Partners October 2010 - July 2012
United Planners Financial Services September 2006 - September 2010
1st Global January 2005 - September 2006
Skills
Securities, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Asset Managment, Asset Allocation, Microsoft Office, Retirement, Risk Management, Banking, Financial Analysis, Investment Advisory, Finance, AML, Fixed Annuities, 401k, Asset Management, Financial Planning
Education
Cedar Crest College 1993 — 1998
Cedar Crest College, Elementary Education and Psychology
Mphasis March 2014 - Present
Merrill Edge February 2013 - Present
Toyota Financial Services December 2013 - February 2014
Oxford Investment Partners October 2010 - July 2012
United Planners Financial Services September 2006 - September 2010
1st Global January 2005 - September 2006
Skills
Securities, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Asset Managment, Asset Allocation, Microsoft Office, Retirement, Risk Management, Banking, Financial Analysis, Investment Advisory, Finance, AML, Fixed Annuities, 401k, Asset Management, Financial Planning
Education
Cedar Crest College 1993 — 1998
Cedar Crest College, Elementary Education and Psychology
Drake Dixon Drake Dixon's Merrill Edge Experience September 2012 - Present
Job Licensed Financial Services Representative
Industry Financial Services
Experience
Merrill Edge September 2012 - Present
Scottrade November 2011 - August 2012
Thrivent Financial for Lutherans January 2011 - August 2011
Holiday Inn Express September 2008 - June 2010
Dr. Dixon's Office March 2007 - August 2008
Tri Counties Bank June 2006 - January 2007
Wells Fargo Bank February 2005 - September 2005
Union Bank of California April 2004 - December 2004
Central Valley YMCA June 1998 - August 2003
The Selma Enterprise September 1999 - January 2001
Skills
Sales, Customer Service, CRM, Finance, Investments, Securities, Insurance, Series 7, Series 63, Customer Retention, Microsoft Excel, Microsoft Office, PowerPoint, Sales Management, Microsoft Word, PeopleSoft, Budgets, Public Speaking, Trading, Management, Training, Marketing
Education
California State University-Monterey Bay 2008 — 2010
B.S., Business Administration
College of the Sequoias 2007 — 2008
A.A., Liberal Studies
Merrill Edge September 2012 - Present
Scottrade November 2011 - August 2012
Thrivent Financial for Lutherans January 2011 - August 2011
Holiday Inn Express September 2008 - June 2010
Dr. Dixon's Office March 2007 - August 2008
Tri Counties Bank June 2006 - January 2007
Wells Fargo Bank February 2005 - September 2005
Union Bank of California April 2004 - December 2004
Central Valley YMCA June 1998 - August 2003
The Selma Enterprise September 1999 - January 2001
Skills
Sales, Customer Service, CRM, Finance, Investments, Securities, Insurance, Series 7, Series 63, Customer Retention, Microsoft Excel, Microsoft Office, PowerPoint, Sales Management, Microsoft Word, PeopleSoft, Budgets, Public Speaking, Trading, Management, Training, Marketing
Education
California State University-Monterey Bay 2008 — 2010
B.S., Business Administration
College of the Sequoias 2007 — 2008
A.A., Liberal Studies
Evan Kulak's Merrill Edge Experience June 2013 - January 2014
Job Associate Portfolio Manager at Fifth Third Securities
Industry
Experience
Fifth Third Securities June 2015 - Present
Cadence Capital Management November 2014 - June 2015
Merrill Edge June 2013 - January 2014
5 Below May 2013 - August 2013
Belltower Books January 2013 - January 2013
ScrubaDub Auto Wash Centers, Inc May 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Event Planning, Teamwork, Customer Service, Editing, Facebook, Teaching, Community Outreach, Data Analysis, Critical Thinking, Economics
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Geological and Earth Sciences / Government and Legal Studies
Wellesley Senior High School 2006 — 2010
High School
Fifth Third Securities June 2015 - Present
Cadence Capital Management November 2014 - June 2015
Merrill Edge June 2013 - January 2014
5 Below May 2013 - August 2013
Belltower Books January 2013 - January 2013
ScrubaDub Auto Wash Centers, Inc May 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Event Planning, Teamwork, Customer Service, Editing, Facebook, Teaching, Community Outreach, Data Analysis, Critical Thinking, Economics
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Geological and Earth Sciences / Government and Legal Studies
Wellesley Senior High School 2006 — 2010
High School
Kevin Belmont's Merrill Edge Experience October 2014 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Discovery House May 2014 - October 2014
GMA Garnet Group January 2010 - May 2014
Lighthouse Network January 2013 - May 2013
Capitol County Children’s Collaborative July 2012 - January 2013
Starbucks April 2007 - November 2009
Skills
Operations Management, Medicaid Managed Care, Pastoral Counseling, Events Coordination, Team Management, Resource Development, Cultural Competency, Team Facilitation, Data Analysis, Crisis Intervention, Program Development, Psychology, Management, Adolescents, Analysis, Mental Health, Counseling Psychology, Leadership
Education
University of Medicine and Dentistry of New Jersey -New Jersey Medical School 2012 — 2013
Seminars and Workshops, Mental and Social Health Services and Allied Professions
Philadelphia Biblical University 2010 — 2013
Master's Degree, Counseling
Temple University 2007 — 2009
Bachelor's degree, Political Science and Government
Merrill Edge October 2014 - Present
Discovery House May 2014 - October 2014
GMA Garnet Group January 2010 - May 2014
Lighthouse Network January 2013 - May 2013
Capitol County Children’s Collaborative July 2012 - January 2013
Starbucks April 2007 - November 2009
Skills
Operations Management, Medicaid Managed Care, Pastoral Counseling, Events Coordination, Team Management, Resource Development, Cultural Competency, Team Facilitation, Data Analysis, Crisis Intervention, Program Development, Psychology, Management, Adolescents, Analysis, Mental Health, Counseling Psychology, Leadership
Education
University of Medicine and Dentistry of New Jersey -New Jersey Medical School 2012 — 2013
Seminars and Workshops, Mental and Social Health Services and Allied Professions
Philadelphia Biblical University 2010 — 2013
Master's Degree, Counseling
Temple University 2007 — 2009
Bachelor's degree, Political Science and Government
Michael Gombrich's Merrill Edge Experience January 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Health, Wellness and Fitness
Experience
Merrill Edge January 2013 - Present
FAST - Foothills Acceleration and Sports Training September 2012 - November 2012
BFS Training Solutions May 2012 - September 2012
Athlete's Performance May 2012 - August 2012
McGuire Center for Entrepreneurship August 2011 - April 2012
Teavana February 2011 - June 2011
Pima County Attorney's Office January 2011 - April 2011
Skills
IPAPI CP+O Redundancy..., Conflict Resolution, Personal Training, Certified Strength and..., Member of NSCA, Microsoft Office, Customer Service, Sports, Coaching, Health, Strength Training, Weight Training, Diet, AED Certified, CPR Certifed, Series 7, Series 66, Registered Investment..., Athletics, Program Management, Entrepreneurship, Fitness, Leadership, Microsoft Excel, Nutrition, Public Speaking, Sales, Time Management, Training, Uniform Combined State...
Education
California University of Pennsylvania 2012 — 2013
Master of Science: Exercise Science and Health Promotion, Performance Enhancement & Injury Prevention
University of Arizona 2008 — 2012
Bachelor of Science, Business Economics
North Canyon High School 2004 — 2008
High School Diploma
Merrill Edge January 2013 - Present
FAST - Foothills Acceleration and Sports Training September 2012 - November 2012
BFS Training Solutions May 2012 - September 2012
Athlete's Performance May 2012 - August 2012
McGuire Center for Entrepreneurship August 2011 - April 2012
Teavana February 2011 - June 2011
Pima County Attorney's Office January 2011 - April 2011
Skills
IPAPI CP+O Redundancy..., Conflict Resolution, Personal Training, Certified Strength and..., Member of NSCA, Microsoft Office, Customer Service, Sports, Coaching, Health, Strength Training, Weight Training, Diet, AED Certified, CPR Certifed, Series 7, Series 66, Registered Investment..., Athletics, Program Management, Entrepreneurship, Fitness, Leadership, Microsoft Excel, Nutrition, Public Speaking, Sales, Time Management, Training, Uniform Combined State...
Education
California University of Pennsylvania 2012 — 2013
Master of Science: Exercise Science and Health Promotion, Performance Enhancement & Injury Prevention
University of Arizona 2008 — 2012
Bachelor of Science, Business Economics
North Canyon High School 2004 — 2008
High School Diploma
Craig W. Beauregard Craig W. Beauregard's Merrill Edge Experience October 2010 - December 2011
Job Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments December 2011 - Present
Merrill Edge October 2010 - December 2011
Bank of America March 2009 - December 2011
Bank of America July 2008 - March 2009
Bank of America Investments April 2006 - July 2008
Bank of America Investments March 2005 - April 2006
Bank of America Investments August 2003 - March 2005
Bank of America Investments May 2000 - August 2003
TD Ameritrade (formerly TD Waterhouse Securities) 1996 - 2000
Skills
Investments, Financial Services, Coaching, Call Centers, Sales Management, Mortgage Lending, Sales Performance, Business Process Design, Call Center Development, Talent Development, Wealth Management, Customer Experience, Team Building, Operational Risk..., Analytics, Training & Development, Staff Mentoring, Incentive Programs, Retirement Services, Call Center, Sales Recruitment, Customer Service, Client Services, Personnel Recruiting, Team Motivator, Value Proposition..., Project Execution, Sales Improvement, Employee Hiring
Education
Bryant University 2002 — 2006
M.B.A, Finance
Suffolk University 1990 — 1994
B.A, Finance / Marketing
Fidelity Investments June 2013 - Present
Fidelity Investments December 2011 - Present
Merrill Edge October 2010 - December 2011
Bank of America March 2009 - December 2011
Bank of America July 2008 - March 2009
Bank of America Investments April 2006 - July 2008
Bank of America Investments March 2005 - April 2006
Bank of America Investments August 2003 - March 2005
Bank of America Investments May 2000 - August 2003
TD Ameritrade (formerly TD Waterhouse Securities) 1996 - 2000
Skills
Investments, Financial Services, Coaching, Call Centers, Sales Management, Mortgage Lending, Sales Performance, Business Process Design, Call Center Development, Talent Development, Wealth Management, Customer Experience, Team Building, Operational Risk..., Analytics, Training & Development, Staff Mentoring, Incentive Programs, Retirement Services, Call Center, Sales Recruitment, Customer Service, Client Services, Personnel Recruiting, Team Motivator, Value Proposition..., Project Execution, Sales Improvement, Employee Hiring
Education
Bryant University 2002 — 2006
M.B.A, Finance
Suffolk University 1990 — 1994
B.A, Finance / Marketing
Rock La Cross, AWMA, AAMS's Merrill Edge Experience August 2011 - Present
Job Assistant Vice President Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
TD Ameritrade Asset Management February 2007 - October 2007
Edward Jones September 2004 - April 2005
Schwab Institutional July 1992 - August 2003
Schwab Institutional 1996 - 2000
PAMCO Securities October 1990 - April 1991
Northwestern Mutual Life June 1986 - June 1989
New York Life February 1983 - February 1986
Skills
Wealth Management, Investments, Equities, Mutual Funds, Wealth Management..., Asset Management, Investment Management, Uniform Combined State..., Financial Services, Options, Trading, Fixed Annuities, FINRA, Finance, Estate Planning, Insurance, Series 7, Life Insurance, Series 63, Securities, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Management, Risk Management, Alternative Investments, Leadership
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor - AWMA
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist - AAMS
Eastern Montana College - Now MSU-Billings 1987 — 1988
Bachelors, Finance
The University of Montana - School of Business Administration 1977 — 1980
General Business
Merrill Edge August 2011 - Present
TD Ameritrade Asset Management February 2007 - October 2007
Edward Jones September 2004 - April 2005
Schwab Institutional July 1992 - August 2003
Schwab Institutional 1996 - 2000
PAMCO Securities October 1990 - April 1991
Northwestern Mutual Life June 1986 - June 1989
New York Life February 1983 - February 1986
Skills
Wealth Management, Investments, Equities, Mutual Funds, Wealth Management..., Asset Management, Investment Management, Uniform Combined State..., Financial Services, Options, Trading, Fixed Annuities, FINRA, Finance, Estate Planning, Insurance, Series 7, Life Insurance, Series 63, Securities, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Management, Risk Management, Alternative Investments, Leadership
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor - AWMA
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist - AAMS
Eastern Montana College - Now MSU-Billings 1987 — 1988
Bachelors, Finance
The University of Montana - School of Business Administration 1977 — 1980
General Business
James Mathieu James Mathieu's Merrill Edge Experience October 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Legal Services
Experience
Merrill Edge October 2013 - Present
Wells Fargo 2009 - 2010
The Corcoran Group June 2003 - December 2009
Harbor View Realty September 2002 - June 2003
Moore Corporation Limited July 2001 - March 2002
Rare Medium Group, Inc. December 1999 - May 2001
Skadden, Arps, Slate, Meagher & Flom September 1996 - December 1999
Education
Brooklyn Law School 1993 — 1996
JD, Law
Fordham University 1989 — 1993
BA, Political Science & Classics
Monsignor Farrell High School 1985 — 1989
High School Diploma
Mary Queen of Heaven Elementary School 1977 — 1980
Merrill Edge October 2013 - Present
Wells Fargo 2009 - 2010
The Corcoran Group June 2003 - December 2009
Harbor View Realty September 2002 - June 2003
Moore Corporation Limited July 2001 - March 2002
Rare Medium Group, Inc. December 1999 - May 2001
Skadden, Arps, Slate, Meagher & Flom September 1996 - December 1999
Education
Brooklyn Law School 1993 — 1996
JD, Law
Fordham University 1989 — 1993
BA, Political Science & Classics
Monsignor Farrell High School 1985 — 1989
High School Diploma
Mary Queen of Heaven Elementary School 1977 — 1980
Sinahy Luna Sinahy Luna's Merrill Edge Experience October 2014 - Present
Job AVP, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
JP Morgan Securities LLC May 2013 - October 2014
Chase Bank July 2010 - May 2013
Skills
Investments, Wealth Management, Portfolio Management, Mutual Funds, Financial Planning, Retirement Planning, Financial Services, Asset Management, Equities, Securities
Education
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Finance and Financial Management Services
California State University-Fullerton 2005 — 2007
Bachelor's degree, Finance, General
Merrill Edge October 2014 - Present
JP Morgan Securities LLC May 2013 - October 2014
Chase Bank July 2010 - May 2013
Skills
Investments, Wealth Management, Portfolio Management, Mutual Funds, Financial Planning, Retirement Planning, Financial Services, Asset Management, Equities, Securities
Education
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Finance and Financial Management Services
California State University-Fullerton 2005 — 2007
Bachelor's degree, Finance, General
Anthony Dell'Aquila Anthony Dell'Aquila's Merrill Edge Experience June 2015 - Present
Job Merill Edge Investment Specialist
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Fidelity Investments June 2014 - August 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
Travelers June 2013 - August 2013
Skills
Customer Service, Financial Services, Microsoft Excel, Management, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Underwriting, Finance, Investments
Education
Bryant University 2011 — 2015
Bachelor of Arts (BA), Finance and Economics
Scuola Lorenzo de' Medici- Study Abroad 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Bryant University
Merrill Edge June 2015 - Present
Fidelity Investments June 2014 - August 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
Travelers June 2013 - August 2013
Skills
Customer Service, Financial Services, Microsoft Excel, Management, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Underwriting, Finance, Investments
Education
Bryant University 2011 — 2015
Bachelor of Arts (BA), Finance and Economics
Scuola Lorenzo de' Medici- Study Abroad 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Bryant University
Jeff Donovan, MBA's Merrill Edge Experience November 2011 - July 2015
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
Christopher Baldoni's Merrill Edge Experience June 2014 - Present
Job Financial Solutions Advisor at Bank of America Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
J.P. Morgan Chase October 2012 - February 2014
Chase Investment Services Corp February 2011 - November 2012
Chase Investment Services Corp. February 2010 - February 2011
AXA Advisors March 2008 - February 2010
Skills
401k, Investments, Financial Planning, Securities, Equities, Series 7, Insurance, Series 66, Retirement Planning, Annuities, Mutual Funds, IRA's, Retirement, Financial Analysis, Long Term Care, Retirement Income..., Wealth Accumulation, Asset Allocation, Wealth Management, Finance, Fixed Annuities, IRAs
Education
California Lutheran University 2002 — 2004
Business Management, Business Administration
Merrill Edge June 2014 - Present
J.P. Morgan Chase October 2012 - February 2014
Chase Investment Services Corp February 2011 - November 2012
Chase Investment Services Corp. February 2010 - February 2011
AXA Advisors March 2008 - February 2010
Skills
401k, Investments, Financial Planning, Securities, Equities, Series 7, Insurance, Series 66, Retirement Planning, Annuities, Mutual Funds, IRA's, Retirement, Financial Analysis, Long Term Care, Retirement Income..., Wealth Accumulation, Asset Allocation, Wealth Management, Finance, Fixed Annuities, IRAs
Education
California Lutheran University 2002 — 2004
Business Management, Business Administration
Carlo Alfonso's Merrill Edge Experience October 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge October 2014 - Present
Merrill Lynch February 2014 - July 2014
Bank of America March 2005 - February 2014
Bank of America June 2001 - March 2005
Wells Fargo July 1998 - June 2001
Gap Inc./Banana Republic November 2000 - January 2001
Gap Inc./Old Navy January 1996 - January 1998
Skills
Banking, Loans, Small Business Lending, Mortgage Lending, Consumer Lending, Credit, Retail Banking, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Customer Service, Commercial Lending, Management, Branch Management, Cross Selling, Lines Of Credit
Education
California State University-East Bay 1999 — 2001
Bachelor of Science (B.S.), Small Business Administration/Management
California State University-East Bay
B.S, Business Administration; an option in Marketing
Merrill Edge October 2014 - Present
Merrill Lynch February 2014 - July 2014
Bank of America March 2005 - February 2014
Bank of America June 2001 - March 2005
Wells Fargo July 1998 - June 2001
Gap Inc./Banana Republic November 2000 - January 2001
Gap Inc./Old Navy January 1996 - January 1998
Skills
Banking, Loans, Small Business Lending, Mortgage Lending, Consumer Lending, Credit, Retail Banking, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Customer Service, Commercial Lending, Management, Branch Management, Cross Selling, Lines Of Credit
Education
California State University-East Bay 1999 — 2001
Bachelor of Science (B.S.), Small Business Administration/Management
California State University-East Bay
B.S, Business Administration; an option in Marketing
Nain Perez's Merrill Edge Experience October 2011 - August 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Merrill Edge October 2011 - August 2014
E*TRADE Financial Corporation May 2011 - September 2011
VALIC February 2008 - May 2011
Ameriprise Financial Services, Inc. January 2005 - November 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1997
Ameriprise Financial Services, Inc. August 2014 - Present
Merrill Edge October 2011 - August 2014
E*TRADE Financial Corporation May 2011 - September 2011
VALIC February 2008 - May 2011
Ameriprise Financial Services, Inc. January 2005 - November 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1997
Jason Gietter's Merrill Edge Experience February 2014 - August 2015
Job Director, Regional Sales Executive at Bank of America / Merrill Edge
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Merrill Edge February 2014 - August 2015
Merrill Edge January 2012 - February 2014
Merrill Edge March 2010 - January 2012
Merrill Lynch March 2008 - March 2010
Harvard-Westlake School November 2007 - May 2008
ASF Distribution November 2007 - March 2008
USS Tarawa (LHA-1) July 2000 - June 2004
Skills
Sales, Investments, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Strategy, Business Strategy, Leadership, Asset Management, Finance, Relationship Management, Retirement, FINRA, Financial Advisory, Sales Management, Securities, Employee Benefits, Fixed Annuities, Customer Service, Risk Management, Banking, Credit, Strategic Financial..., Retirement Planning, Management, Strategic Planning
Education
California State University-Northridge
Bachelor of Science (BS), Finance
Old Dominion University
Finance
Bank of America Merrill Lynch August 2015 - Present
Merrill Edge February 2014 - August 2015
Merrill Edge January 2012 - February 2014
Merrill Edge March 2010 - January 2012
Merrill Lynch March 2008 - March 2010
Harvard-Westlake School November 2007 - May 2008
ASF Distribution November 2007 - March 2008
USS Tarawa (LHA-1) July 2000 - June 2004
Skills
Sales, Investments, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Strategy, Business Strategy, Leadership, Asset Management, Finance, Relationship Management, Retirement, FINRA, Financial Advisory, Sales Management, Securities, Employee Benefits, Fixed Annuities, Customer Service, Risk Management, Banking, Credit, Strategic Financial..., Retirement Planning, Management, Strategic Planning
Education
California State University-Northridge
Bachelor of Science (BS), Finance
Old Dominion University
Finance
Brad Roberson's Merrill Edge Experience July 2012 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Edge July 2012 - Present
E*TRADE Financial June 2010 - June 2012
Bank of America/Merrill Lynch Wealth Management November 2006 - May 2009
Education
Florida Atlantic University 1998 — 2000
Merrill Edge July 2012 - Present
E*TRADE Financial June 2010 - June 2012
Bank of America/Merrill Lynch Wealth Management November 2006 - May 2009
Education
Florida Atlantic University 1998 — 2000
Robert Boglin's Merrill Edge Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
AAA April 2000 - Present
Arizona State University July 1996 - August 1999
Ball State University July 1992 - July 1996
Education
Eastern Illinois University 1990 — 1992
MA, Political Science
University of Illinois at Urbana-Champaign 1985 — 1990
BS, Urban Planning
University of Illinois at Urbana-Champaign 1985 — 1990
BA, Urban and Regional Planning
Merrill Edge August 2013 - Present
AAA April 2000 - Present
Arizona State University July 1996 - August 1999
Ball State University July 1992 - July 1996
Education
Eastern Illinois University 1990 — 1992
MA, Political Science
University of Illinois at Urbana-Champaign 1985 — 1990
BS, Urban Planning
University of Illinois at Urbana-Champaign 1985 — 1990
BA, Urban and Regional Planning
Tom Schmuki's Merrill Edge Experience October 2011 - Present
Job Assistant Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2011 - Present
Morgan Stanley Smith Barney November 2010 - October 2011
Morgan Stanley Smith Barney March 2007 - February 2010
IRT 1996 - 2006
Investacorp, Inc. 1996 - 2006
Smith Barney, Harris, Upham, Incorporated January 1981 - January 1985
Education
Brigham Young University 1973 — 1979
BS, Accounting and Economics
Merrill Edge October 2011 - Present
Morgan Stanley Smith Barney November 2010 - October 2011
Morgan Stanley Smith Barney March 2007 - February 2010
IRT 1996 - 2006
Investacorp, Inc. 1996 - 2006
Smith Barney, Harris, Upham, Incorporated January 1981 - January 1985
Education
Brigham Young University 1973 — 1979
BS, Accounting and Economics
Tom Martinet's Merrill Edge Experience July 2012 - Present
Job Financial Solutions Advisor Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2012 - Present
Edward Jones January 2009 - July 2012
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Series 63, Retirement, Asset Allocation, Portfolio Management, Financial Advisory, Asset Management, IRAs, Investment Strategies, Financial Planning, Investment Advisory
Education
California State Polytechnic University-Pomona 1968 — 1972
Bachelor of Science (BS), Industrial Engineering
Merrill Edge July 2012 - Present
Edward Jones January 2009 - July 2012
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Series 63, Retirement, Asset Allocation, Portfolio Management, Financial Advisory, Asset Management, IRAs, Investment Strategies, Financial Planning, Investment Advisory
Education
California State Polytechnic University-Pomona 1968 — 1972
Bachelor of Science (BS), Industrial Engineering
Ryan Hollenbach's Merrill Edge Experience August 2008 - April 2014
Job Regional Director at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
Merrill Edge August 2008 - April 2014
Merrill Lynch April 2007 - August 2008
Merrill Lynch July 2006 - April 2007
Merrill Lynch April 2005 - July 2006
Merrill Lynch May 2003 - April 2005
Skills
MBA, Series 24, Series 7, FINRA, Business Analysis, Sales Funnel..., Sales Growth, Equities, Alternative Investments, Capital Markets, Uniform Combined State..., Fixed Income, Hedge Funds, Options, Investment Banking, Series 9, Series 10, Series 66, Wealth Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
Voya Financial April 2014 - Present
Merrill Edge August 2008 - April 2014
Merrill Lynch April 2007 - August 2008
Merrill Lynch July 2006 - April 2007
Merrill Lynch April 2005 - July 2006
Merrill Lynch May 2003 - April 2005
Skills
MBA, Series 24, Series 7, FINRA, Business Analysis, Sales Funnel..., Sales Growth, Equities, Alternative Investments, Capital Markets, Uniform Combined State..., Fixed Income, Hedge Funds, Options, Investment Banking, Series 9, Series 10, Series 66, Wealth Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
Michelle Ruan's Merrill Edge Experience July 2011 - December 2012
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments January 2013 - June 2014
Merrill Edge July 2011 - December 2012
MetLife July 2008 - August 2010
Merrill Lynch June 2006 - April 2008
Chinatrust Bank April 2005 - May 2006
Skills
Retirement Planning, Client Relationships..., Business Development, Client Prospecting, Account Management, Problem Solving, Investment Strategies
Education
California State University-Fresno 2002 — 2004
BA, mathematics
Fidelity Investments January 2013 - June 2014
Merrill Edge July 2011 - December 2012
MetLife July 2008 - August 2010
Merrill Lynch June 2006 - April 2008
Chinatrust Bank April 2005 - May 2006
Skills
Retirement Planning, Client Relationships..., Business Development, Client Prospecting, Account Management, Problem Solving, Investment Strategies
Education
California State University-Fresno 2002 — 2004
BA, mathematics
PJ Cooper's Merrill Edge Experience August 2011 - Present
Job Trading Platform Manager at Merrill Edge
Industry Investment Management
Experience
Merrill Edge August 2011 - Present
Merrill Lynch November 2009 - August 2011
Bank of America August 2008 - March 2009
Wachovia Securities March 2007 - August 2008
Wachovia Securities Direct October 2005 - March 2007
Wachovia Securities January 2004 - October 2005
Skills
Series 7, Investments, Mutual Funds, Fixed Income, Securities, Management, Options, Retirement, Banking, Trading, Financial Services, Retirement Planning, Bonds, Insurance, Wealth Management, Asset Allocation, FINRA, Finance
Education
Clemson University - College of Business and Behavioral Science 1997 — 2003
Bachelors of Science, Technical Marketing
Merrill Edge August 2011 - Present
Merrill Lynch November 2009 - August 2011
Bank of America August 2008 - March 2009
Wachovia Securities March 2007 - August 2008
Wachovia Securities Direct October 2005 - March 2007
Wachovia Securities January 2004 - October 2005
Skills
Series 7, Investments, Mutual Funds, Fixed Income, Securities, Management, Options, Retirement, Banking, Trading, Financial Services, Retirement Planning, Bonds, Insurance, Wealth Management, Asset Allocation, FINRA, Finance
Education
Clemson University - College of Business and Behavioral Science 1997 — 2003
Bachelors of Science, Technical Marketing
Dan Benedetti's Merrill Edge Experience December 2013 - June 2015
Job Independent Travel Agent at B Anywhere Travel
Industry Hospitality
Experience
B Anywhere Travel April 2014 - Present
Citizens Securities June 2015 - Present
Merrill Edge December 2013 - June 2015
B Outdoors LLC September 2012 - December 2013
Columbia Management April 2007 - September 2012
Banc of America Investments January 2005 - April 2007
Putnam Investments 1997 - 2004
Skills
Retail, Cross-functional Team..., Marketing, Sales Management, Management, Marketing Strategy, Sales, Account Management, Leadership, Finance, Training, Business Development, Sales Operations, Direct Sales, Forecasting, Customer Service, Financial Services, Call Centers, Banking, Process Improvement
Education
Bryant University 1983 — 1986
BS, Marketing
B Anywhere Travel April 2014 - Present
Citizens Securities June 2015 - Present
Merrill Edge December 2013 - June 2015
B Outdoors LLC September 2012 - December 2013
Columbia Management April 2007 - September 2012
Banc of America Investments January 2005 - April 2007
Putnam Investments 1997 - 2004
Skills
Retail, Cross-functional Team..., Marketing, Sales Management, Management, Marketing Strategy, Sales, Account Management, Leadership, Finance, Training, Business Development, Sales Operations, Direct Sales, Forecasting, Customer Service, Financial Services, Call Centers, Banking, Process Improvement
Education
Bryant University 1983 — 1986
BS, Marketing
Noelle Greene-Hunt, CLTC's Merrill Edge Experience May 2014 - Present
Job Registered Associate for Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
James H. Hunt IV March 2011 - Present
Northwestern Mutual October 2006 - March 2011
Skills
Life Insurance, Long-term Care, Sales, Retirement, Disability Insurance, 401k, Uniform Combined State..., Investment Strategies, Investment Advisory, Long Term Care Insurance, FINRA, Financial Planners, Event Planning, Insurance, Retirement Planning, Investments, Asset Allocation, PowerPoint, Strategic Planning, Public Speaking, Variable Annuities, Mutual Funds, Team Building, Customer Service, Securities, Management, Fundraising, Leadership, Series 63, New Business Development, Fixed Annuities, Microsoft Office, Finance, Financial Services
Education
Bucknell University 1977 — 1981
BSBA, Busniess Administration
Merrill Edge May 2014 - Present
James H. Hunt IV March 2011 - Present
Northwestern Mutual October 2006 - March 2011
Skills
Life Insurance, Long-term Care, Sales, Retirement, Disability Insurance, 401k, Uniform Combined State..., Investment Strategies, Investment Advisory, Long Term Care Insurance, FINRA, Financial Planners, Event Planning, Insurance, Retirement Planning, Investments, Asset Allocation, PowerPoint, Strategic Planning, Public Speaking, Variable Annuities, Mutual Funds, Team Building, Customer Service, Securities, Management, Fundraising, Leadership, Series 63, New Business Development, Fixed Annuities, Microsoft Office, Finance, Financial Services
Education
Bucknell University 1977 — 1981
BSBA, Busniess Administration
Stephen Hensley-Davis's Merrill Edge Experience July 2012 - August 2014
Job VP, Corporate Investments Finance
Industry Capital Markets
Experience
Bank of America August 2014 - Present
Merrill Edge July 2012 - August 2014
SunTrust Bank April 2010 - June 2012
Thrivent Financial for Lutherans August 2009 - March 2010
TVA Investment Challenge August 2008 - December 2008
Skills
Series 7, Series 66, Portfolio Management, Investments, Equities, Wealth Management, Loans, Insurance, FINRA, Asset Allocation, Mutual Funds, IRAs, Investment Strategies, Investment Advisory, Variable Annuities, Retirement Planning, 401k Rollovers, Securities, Financial Services, Financial Analysis, Fixed Income, Finance
Education
East Tennessee State University 2007 — 2008
B.B.A., Finance
Bank of America August 2014 - Present
Merrill Edge July 2012 - August 2014
SunTrust Bank April 2010 - June 2012
Thrivent Financial for Lutherans August 2009 - March 2010
TVA Investment Challenge August 2008 - December 2008
Skills
Series 7, Series 66, Portfolio Management, Investments, Equities, Wealth Management, Loans, Insurance, FINRA, Asset Allocation, Mutual Funds, IRAs, Investment Strategies, Investment Advisory, Variable Annuities, Retirement Planning, 401k Rollovers, Securities, Financial Services, Financial Analysis, Fixed Income, Finance
Education
East Tennessee State University 2007 — 2008
B.B.A., Finance
John E. Lee, CFP's Merrill Edge Experience November 2011 - Present
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - Present
TIAA-CREF August 2005 - June 2009
Lincoln Financial Advisors 2003 - 2004
Edward Jones 1992 - 2002
Skills
Banking, Wealth Management, Equities, Financial Services, Investments, Financial Planning, Asset Management, Estate Planning, Cash Flow, Risk Management, Strategic Planning, Operational Planning, Operational Excellence, Strategic Sales, Marketing Strategy, Team Leadership, Portfolio Management, Portfolio Development, Client Relations
Education
Concord Law School - Kaplan University 2012 — 2015
Doctor of Law (JD)
Lamar University 1974 — 1978
BA, Business/ History
Merrill Edge November 2011 - Present
TIAA-CREF August 2005 - June 2009
Lincoln Financial Advisors 2003 - 2004
Edward Jones 1992 - 2002
Skills
Banking, Wealth Management, Equities, Financial Services, Investments, Financial Planning, Asset Management, Estate Planning, Cash Flow, Risk Management, Strategic Planning, Operational Planning, Operational Excellence, Strategic Sales, Marketing Strategy, Team Leadership, Portfolio Management, Portfolio Development, Client Relations
Education
Concord Law School - Kaplan University 2012 — 2015
Doctor of Law (JD)
Lamar University 1974 — 1978
BA, Business/ History
Adrian Neves, CRPC's Merrill Edge Experience May 2011 - July 2015
Job Municipal Markets Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch July 2015 - Present
Merrill Edge May 2011 - July 2015
Merrill Lynch May 2008 - April 2011
Reuven Enterprises December 2007 - April 2008
Skills
Enterprise Content..., Client Aquisition, Strategic Financial..., Asset Allocation, Maintaining Strong..., Investor Relations, Finance, Financial Services, Hedge Funds, Investments, Portfolio Management, Wealth Management, CRM, Uniform Combined State..., Trading, Series 7, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Investor Relations
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Arts (B.A.), Economics
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Finance
Bank of America Merrill Lynch July 2015 - Present
Merrill Edge May 2011 - July 2015
Merrill Lynch May 2008 - April 2011
Reuven Enterprises December 2007 - April 2008
Skills
Enterprise Content..., Client Aquisition, Strategic Financial..., Asset Allocation, Maintaining Strong..., Investor Relations, Finance, Financial Services, Hedge Funds, Investments, Portfolio Management, Wealth Management, CRM, Uniform Combined State..., Trading, Series 7, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Investor Relations
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Arts (B.A.), Economics
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Finance
John Veas, CFP®'s Merrill Edge Experience October 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - September 2013
Merrill Lynch August 1998 - 2009
The Equitable Life Assurance Society of the United States April 1985 - August 1998
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Management, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Financial Risk
Education
City University of New York City College 1975 — 1978
BA, Economics
Bronx High School of Science 1971 — 1974
Merrill Edge October 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - September 2013
Merrill Lynch August 1998 - 2009
The Equitable Life Assurance Society of the United States April 1985 - August 1998
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Management, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Financial Risk
Education
City University of New York City College 1975 — 1978
BA, Economics
Bronx High School of Science 1971 — 1974
Betty McNeil's Merrill Edge Experience April 2011 - Present
Job Clerical/Legal Assistant
Industry Legal Services
Experience
Merrill Edge April 2011 - Present
Skills
Proficient Typing Skills, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Outlook
Education
Columbia College 2008 — 2014
Bachelors of Arts, Criminal Justice/Law Enforcement Administration
Merrill Edge April 2011 - Present
Skills
Proficient Typing Skills, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Outlook
Education
Columbia College 2008 — 2014
Bachelors of Arts, Criminal Justice/Law Enforcement Administration
Gabriel D'Amica's Merrill Edge Experience March 2013 - Present
Job at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
Kathryn Doering, CRPC's Merrill Edge Experience 2010 - 2011
Job Regional Wholesaler & Sales Manager, Flexible Plan Investments
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. June 2015 - Present
Flexible Plan Investments, Ltd. May 2014 - Present
TD Ameritrade August 2011 - May 2014
Merrill Edge 2010 - 2011
Morgan Stanley Wealth Management 2007 - 2010
UBS Wealth Management 2006 - 2007
Skills
Wealth Management, Series 7, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Strategic Financial..., Portfolio Management, Capital Markets, FINRA, Alternative Investments, Financial Services, Finance, Asset Management, Financial Analysis, Separately Managed..., Financial Advisory, Investment Management, Due Diligence, ETFs, CRM, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement and Investment Planning
University of California, Davis 2002 — 2006
B.A., Communication
Flexible Plan Investments, Ltd. June 2015 - Present
Flexible Plan Investments, Ltd. May 2014 - Present
TD Ameritrade August 2011 - May 2014
Merrill Edge 2010 - 2011
Morgan Stanley Wealth Management 2007 - 2010
UBS Wealth Management 2006 - 2007
Skills
Wealth Management, Series 7, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Strategic Financial..., Portfolio Management, Capital Markets, FINRA, Alternative Investments, Financial Services, Finance, Asset Management, Financial Analysis, Separately Managed..., Financial Advisory, Investment Management, Due Diligence, ETFs, CRM, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement and Investment Planning
University of California, Davis 2002 — 2006
B.A., Communication
Wade Wierda's Merrill Edge Experience July 2015 - Present
Job
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Uniform Combined State..., Securities, Investment Strategies, Equities, Financial Advisory
Education
Florida Atlantic University 2005 — 2006
BBA Finance
University of Central Florida 2000 — 2004
Merrill Edge July 2015 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Uniform Combined State..., Securities, Investment Strategies, Equities, Financial Advisory
Education
Florida Atlantic University 2005 — 2006
BBA Finance
University of Central Florida 2000 — 2004
Edward Landers's Merrill Edge Experience February 2015 - Present
Job Financial Services
Industry Internet
Experience
Merrill Edge February 2015 - Present
Endurance International Group May 2014 - February 2015
GoDaddy.com June 2010 - April 2014
Charles Schwab August 1999 - May 2010
Prudential Securities August 1997 - July 1999
Skills
Finance, Investments, Leadership, Financial Analysis, Financial Services
Education
Denison University 1985 — 1989
B.A., History
Merrill Edge February 2015 - Present
Endurance International Group May 2014 - February 2015
GoDaddy.com June 2010 - April 2014
Charles Schwab August 1999 - May 2010
Prudential Securities August 1997 - July 1999
Skills
Finance, Investments, Leadership, Financial Analysis, Financial Services
Education
Denison University 1985 — 1989
B.A., History
Mathew Pallotta's Merrill Edge Experience April 2008 - May 2013
Job at
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America June 2013 - January 2015
Merrill Edge April 2008 - May 2013
Banc of America Investments October 2006 - April 2008
Edward Jones May 2005 - September 2006
Education
Colby-Sawyer College 2002 — 2006
BS, Business Administration
Bank of America January 2015 - Present
Bank of America June 2013 - January 2015
Merrill Edge April 2008 - May 2013
Banc of America Investments October 2006 - April 2008
Edward Jones May 2005 - September 2006
Education
Colby-Sawyer College 2002 — 2006
BS, Business Administration
Nassif Dow's Merrill Edge Experience June 2010 - May 2012
Job Vice President, Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Brian Baird's Merrill Edge Experience June 2015 - Present
Job Investment Consultant
Industry Banking
Experience
Merrill Edge June 2015 - Present
Regions Financial Corporation April 2013 - June 2015
SunTrust Bank October 2007 - April 2013
MetLife June 2000 - October 2007
Computer Associates (CA) - XECA June 1999 - June 2000
Skills
Business Development, Loans, Mortgage Lending, Insurance, Consumer Lending, Retail Banking, Sales Management, Leadership, Commercial Lending, Commercial Banking, Credit, Customer Service, Loan Origination, Retirement Planning, Investments, Operations Management, FINRA SERIES 7 LICENSED, FINRA SERIES 63 LICENSED, STATE OF FLORIDA: LIFE,..., Small Business Lending, Finance, CRM, Banking, Financial Services, Sales, Management, Financial Analysis, Relationship Management, Strategy, Team Building, Wealth Management, Financial Planning, Financial Advisory, Mutual Funds
Education
Florida Institute of Technology 1995 — 1999
Bachelors of Science, Business Administration
Fletcher Senior H.S. 1992 — 1995
Graduated with honors
Merrill Edge June 2015 - Present
Regions Financial Corporation April 2013 - June 2015
SunTrust Bank October 2007 - April 2013
MetLife June 2000 - October 2007
Computer Associates (CA) - XECA June 1999 - June 2000
Skills
Business Development, Loans, Mortgage Lending, Insurance, Consumer Lending, Retail Banking, Sales Management, Leadership, Commercial Lending, Commercial Banking, Credit, Customer Service, Loan Origination, Retirement Planning, Investments, Operations Management, FINRA SERIES 7 LICENSED, FINRA SERIES 63 LICENSED, STATE OF FLORIDA: LIFE,..., Small Business Lending, Finance, CRM, Banking, Financial Services, Sales, Management, Financial Analysis, Relationship Management, Strategy, Team Building, Wealth Management, Financial Planning, Financial Advisory, Mutual Funds
Education
Florida Institute of Technology 1995 — 1999
Bachelors of Science, Business Administration
Fletcher Senior H.S. 1992 — 1995
Graduated with honors
Stephan Thelusme's Merrill Edge Experience July 2015 - Present
Job Senior Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Merrill Lynch April 2007 - Present
Merrill Lynch May 2005 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Fixed Income, Equities, Wealth Management, Securities, Options, IRAs, Series 24, Series 65, FINRA, Bonds, Trading, Retirement Planning, Asset Allocation, Insurance, Investment Advisory, Uniform Combined State..., Financial Services, Banking, Finance, Financial Advisory
Education
Liberty University 2012 — 2014
Master's degree, Accounting and Finance
City University of New York City College 1998 — 2001
B.A., Finance
Merrill Edge July 2015 - Present
Merrill Lynch April 2007 - Present
Merrill Lynch May 2005 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Fixed Income, Equities, Wealth Management, Securities, Options, IRAs, Series 24, Series 65, FINRA, Bonds, Trading, Retirement Planning, Asset Allocation, Insurance, Investment Advisory, Uniform Combined State..., Financial Services, Banking, Finance, Financial Advisory
Education
Liberty University 2012 — 2014
Master's degree, Accounting and Finance
City University of New York City College 1998 — 2001
B.A., Finance
George Baalbaki, MBA's Merrill Edge Experience September 2008 - April 2013
Job VP; Central Supervision Principal
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Edge September 2008 - April 2013
Banc of America Investments August 2006 - September 2008
State Street April 2006 - August 2006
State Street July 2004 - April 2006
Skills
Securities, Financial Markets, Valuation, Business Strategy, Corporate Finance, Finance, Capital Markets, FINRA, Series 63, Financial Analysis, Financial Modeling, Investments, Series 7, Equities, Fixed Income, Bonds, Series 65, Bloomberg, Asset Allocation, Mutual Funds, Uniform Combined State...
Education
Bryant University 2011 — 2012
MBA
Bryant University 2000 — 2004
Bachelors Degree, Finance
William E. Tolman Senior High School 1996 — 2000
Diploma
Merrill Lynch April 2013 - Present
Merrill Edge September 2008 - April 2013
Banc of America Investments August 2006 - September 2008
State Street April 2006 - August 2006
State Street July 2004 - April 2006
Skills
Securities, Financial Markets, Valuation, Business Strategy, Corporate Finance, Finance, Capital Markets, FINRA, Series 63, Financial Analysis, Financial Modeling, Investments, Series 7, Equities, Fixed Income, Bonds, Series 65, Bloomberg, Asset Allocation, Mutual Funds, Uniform Combined State...
Education
Bryant University 2011 — 2012
MBA
Bryant University 2000 — 2004
Bachelors Degree, Finance
William E. Tolman Senior High School 1996 — 2000
Diploma
Andy DeTore's Merrill Edge Experience March 2012 - January 2015
Job Insurance and Investment Planning
Industry Insurance
Experience
Farmers Insurance July 2015 - Present
Merrill Edge March 2012 - January 2015
VALIC July 2011 - March 2012
AXA Equitable December 2007 - September 2010
Skills
Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Securities, Investments, Series 63
Education
Fairleigh Dickinson University
History
Farmers Insurance July 2015 - Present
Merrill Edge March 2012 - January 2015
VALIC July 2011 - March 2012
AXA Equitable December 2007 - September 2010
Skills
Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Securities, Investments, Series 63
Education
Fairleigh Dickinson University
History
Jon Shelley's Merrill Edge Experience July 2013 - September 2013
Job Business Owner
Industry Financial Services
Experience
Full Circle Woodworx September 2013 - Present
Merrill Edge July 2013 - September 2013
Starfuels Inc August 2012 - March 2013
Hudson Securities 2003 - 2012
Deutsche Bank February 2000 - June 2002
Skills
Equity Trading, Options, Series 63, Series 7, Equities, Trading, Bloomberg, Electronic Trading, Derivatives, Securities, Trading Systems, Capital Markets, Hedging, Financial Markets, Trading Strategies, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Delaware
Finance, General
University of North Florida
Bachelor of Business Administration (BBA), Finance, General
Mesa State College
Finance, General
Full Circle Woodworx September 2013 - Present
Merrill Edge July 2013 - September 2013
Starfuels Inc August 2012 - March 2013
Hudson Securities 2003 - 2012
Deutsche Bank February 2000 - June 2002
Skills
Equity Trading, Options, Series 63, Series 7, Equities, Trading, Bloomberg, Electronic Trading, Derivatives, Securities, Trading Systems, Capital Markets, Hedging, Financial Markets, Trading Strategies, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Delaware
Finance, General
University of North Florida
Bachelor of Business Administration (BBA), Finance, General
Mesa State College
Finance, General
joseph golomboski's Merrill Edge Experience April 2014 - Present
Job Customer Service Representative at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Merrill Lynch May 2012 - April 2014
2006-2011 January 2001 - January 2005
Pennsylvania Army National Guard January 1992 - January 2000
Pennsylvania Business Institute January 1989 - January 1991
Education
Bucknell University 1978 — 1982
MBA, Economics
Delaware Valley University
Masters, Business Administration
University of Southern California
M.S, Systems Management
Merrill Edge April 2014 - Present
Merrill Lynch May 2012 - April 2014
2006-2011 January 2001 - January 2005
Pennsylvania Army National Guard January 1992 - January 2000
Pennsylvania Business Institute January 1989 - January 1991
Education
Bucknell University 1978 — 1982
MBA, Economics
Delaware Valley University
Masters, Business Administration
University of Southern California
M.S, Systems Management
Jim Stiller's Merrill Edge Experience May 2012 - October 2012
Job Alternative Investments
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch July 2013 - October 2014
US Equity Advantage February 2013 - July 2013
Merrill Edge May 2012 - October 2012
Merrill Lynch January 2012 - April 2012
Libertyville Sports Complex October 2006 - January 2012
St. Johns County District Schools Head Start September 2011 - December 2011
Skills
Microsoft Excel, Series 7
Education
Flagler College 2008 — 2012
Business, Finance
Merrill Lynch October 2014 - Present
Merrill Lynch July 2013 - October 2014
US Equity Advantage February 2013 - July 2013
Merrill Edge May 2012 - October 2012
Merrill Lynch January 2012 - April 2012
Libertyville Sports Complex October 2006 - January 2012
St. Johns County District Schools Head Start September 2011 - December 2011
Skills
Microsoft Excel, Series 7
Education
Flagler College 2008 — 2012
Business, Finance
Jeffrey Dietz, CFA's Merrill Edge Experience June 2013 - Present
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2013 - Present
Fidelity Investments May 2011 - May 2013
Arizona Diamondbacks August 2007 - March 2011
Academy Sports and Outdoors September 2010 - December 2010
Baseball Lesson October 2008 - March 2010
Veneto Builders October 2008 - January 2009
Skills
Leadership, Sports, Baseball, Management, Customer Service, Public Speaking, Fundraising, Sales, Microsoft Office, Account Management, Microsoft Excel, PowerPoint, Securities, Financial Modeling, Financial Analysis, Investments, Finance, Portfolio Management, Team Leadership, Microsoft Word
Education
Brown University 2004 — 2010
Bachelor of Arts, Political Science
Lake Brantley high school 2000 — 2004
High School Diploma
Merrill Edge June 2013 - Present
Fidelity Investments May 2011 - May 2013
Arizona Diamondbacks August 2007 - March 2011
Academy Sports and Outdoors September 2010 - December 2010
Baseball Lesson October 2008 - March 2010
Veneto Builders October 2008 - January 2009
Skills
Leadership, Sports, Baseball, Management, Customer Service, Public Speaking, Fundraising, Sales, Microsoft Office, Account Management, Microsoft Excel, PowerPoint, Securities, Financial Modeling, Financial Analysis, Investments, Finance, Portfolio Management, Team Leadership, Microsoft Word
Education
Brown University 2004 — 2010
Bachelor of Arts, Political Science
Lake Brantley high school 2000 — 2004
High School Diploma
Ishatou Jaiteh's Merrill Edge Experience October 2014 - Present
Job Student at Community College of Rhode Island
Industry Human Resources
Experience
Merrill Edge October 2014 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, English, Research, Human Resources, Public Speaking, Time Management, Social Media
Education
Community College of Rhode Island 2010 — 2014
Accounting and Business/Management
Community College of Rhode Island 2008 — 2012
Accounting and Business/Management
Merrill Edge October 2014 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, English, Research, Human Resources, Public Speaking, Time Management, Social Media
Education
Community College of Rhode Island 2010 — 2014
Accounting and Business/Management
Community College of Rhode Island 2008 — 2012
Accounting and Business/Management
Cristina Salomoni's Merrill Edge Experience April 2015 - Present
Job Registered Quality Analyst
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Merrill Edge April 2013 - April 2015
Allstate May 2011 - March 2013
State Farm Insurance May 2010 - August 2010
InterContinental Hotels Group April 2007 - December 2009
Education
Florida International University
Bachelor's Degree, Business Administration and Management, General
Middlebury College 2006 — 2006
Italian
Florida International University 1999 — 2004
Bachelor of Music, Music Education
Merrill Edge April 2015 - Present
Merrill Edge April 2013 - April 2015
Allstate May 2011 - March 2013
State Farm Insurance May 2010 - August 2010
InterContinental Hotels Group April 2007 - December 2009
Education
Florida International University
Bachelor's Degree, Business Administration and Management, General
Middlebury College 2006 — 2006
Italian
Florida International University 1999 — 2004
Bachelor of Music, Music Education
Nicholas Syme's Merrill Edge Experience May 2013 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2013 - Present
Flagler College August 2012 - April 2013
Omni Hotels May 2011 - August 2011
CBC National Bank 2011 - 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Event Planning, Team Building, Event Management, Sales, Access, Time Management, Management, Outlook, Facebook, Editing, Social Networking, Fundraising, Leadership
Education
Flagler College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Flagler College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Merrill Edge May 2013 - Present
Flagler College August 2012 - April 2013
Omni Hotels May 2011 - August 2011
CBC National Bank 2011 - 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Event Planning, Team Building, Event Management, Sales, Access, Time Management, Management, Outlook, Facebook, Editing, Social Networking, Fundraising, Leadership
Education
Flagler College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Flagler College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Berdine Langello's Merrill Edge Experience 2006 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge 2006 - Present
Randstad January 2006 - August 2006
RI Credit Union July 2001 - February 2005
Skills
Auditing, Series 7, Series 63, Banking, Filing, Office Administration
Education
Rhode Island College 2010 — 2014
Community College of Rhode Island 2002 — 2008
Associate's degree, Business Administration and Management, General
Merrill Edge 2006 - Present
Randstad January 2006 - August 2006
RI Credit Union July 2001 - February 2005
Skills
Auditing, Series 7, Series 63, Banking, Filing, Office Administration
Education
Rhode Island College 2010 — 2014
Community College of Rhode Island 2002 — 2008
Associate's degree, Business Administration and Management, General
Thomas Damasco, CFA's Merrill Edge Experience October 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge October 2013 - Present
Repko, Kuter, and Daye - An Ameriprise Financial Advisory Practice April 2013 - Present
Morris Road Capital, JR Capital, Inc October 2009 - March 2013
Retirement Planning Specialists, LLC July 2008 - July 2009
Ameriprise Financial Services, Inc. July 2007 - July 2008
Relative Capital, LLC September 2004 - December 2006
Write Capital Management, Mortimer Securities, AJ & ME Securities March 1993 - August 2004
Skills
Investments, Investment Strategies, Equity Derivatives, Equity Trading, Financial Markets, Investment Advisory, Alternative Investments, Equities, Investment Management, Portfolio Management, Asset Allocation, Securities, Wealth Management, Derivatives
Education
Drexel University 1986 — 1991
Bachelor of Science (BS), Finance and Economics
Drexel University
Bachelor's degree, Finance and Economics
Merrill Edge October 2013 - Present
Repko, Kuter, and Daye - An Ameriprise Financial Advisory Practice April 2013 - Present
Morris Road Capital, JR Capital, Inc October 2009 - March 2013
Retirement Planning Specialists, LLC July 2008 - July 2009
Ameriprise Financial Services, Inc. July 2007 - July 2008
Relative Capital, LLC September 2004 - December 2006
Write Capital Management, Mortimer Securities, AJ & ME Securities March 1993 - August 2004
Skills
Investments, Investment Strategies, Equity Derivatives, Equity Trading, Financial Markets, Investment Advisory, Alternative Investments, Equities, Investment Management, Portfolio Management, Asset Allocation, Securities, Wealth Management, Derivatives
Education
Drexel University 1986 — 1991
Bachelor of Science (BS), Finance and Economics
Drexel University
Bachelor's degree, Finance and Economics
Jonea Glaspie's Merrill Edge Experience August 2015 - Present
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Cetera Financial Group June 2013 - July 2015
National Planning Corporation (NPC) October 2009 - May 2013
Morgan Stanley Smith Barney January 2006 - February 2007
Wells Fargo February 2003 - December 2006
Skills
FINRA SERIES 7, FINRA SERIES 63, FINRA SERIES 24, FINRA SERIES 66, FINRA SERIES 53, FINRA SERIES 4, Financial Services, FINRA, Mutual Funds, Series 7, Insurance, Series 63, Investments, Analysis, Series 24, Strategic Financial..., Financial Advisory, Retirement, Bonds, Asset Allocation, Finance, Securities, Fixed Income, Equities, Alternative Investments, Financial Planning, Management, Wealth Management, Trading, Hedge Funds, Uniform Combined State..., Fixed Annuities, Retirement Planning
Education
California State University-Sacramento
Bachelor's degree, Communications/ Public Relations
Merrill Edge August 2015 - Present
Cetera Financial Group June 2013 - July 2015
National Planning Corporation (NPC) October 2009 - May 2013
Morgan Stanley Smith Barney January 2006 - February 2007
Wells Fargo February 2003 - December 2006
Skills
FINRA SERIES 7, FINRA SERIES 63, FINRA SERIES 24, FINRA SERIES 66, FINRA SERIES 53, FINRA SERIES 4, Financial Services, FINRA, Mutual Funds, Series 7, Insurance, Series 63, Investments, Analysis, Series 24, Strategic Financial..., Financial Advisory, Retirement, Bonds, Asset Allocation, Finance, Securities, Fixed Income, Equities, Alternative Investments, Financial Planning, Management, Wealth Management, Trading, Hedge Funds, Uniform Combined State..., Fixed Annuities, Retirement Planning
Education
California State University-Sacramento
Bachelor's degree, Communications/ Public Relations
Eric Van Westering's Merrill Edge Experience August 2015 - Present
Job Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch May 2013 - June 2014
Rhett's Piano Bar January 2012 - January 2013
City of Longwood September 2007 - January 2012
Skills
Microsoft Excel, Research, Public Speaking, Windows, English, Outlook, Equities, Fixed Income, Derivatives, Customer Service, Computer Proficiency, Mutual Funds, Investments, Coaching
Education
Flagler College 2009 — 2013
BA, Economcis
Flagler College 2009 — 2013
BA, Economcis, Business Administration, Art History
Merrill Edge August 2015 - Present
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch May 2013 - June 2014
Rhett's Piano Bar January 2012 - January 2013
City of Longwood September 2007 - January 2012
Skills
Microsoft Excel, Research, Public Speaking, Windows, English, Outlook, Equities, Fixed Income, Derivatives, Customer Service, Computer Proficiency, Mutual Funds, Investments, Coaching
Education
Flagler College 2009 — 2013
BA, Economcis
Flagler College 2009 — 2013
BA, Economcis, Business Administration, Art History
Suhail Rawal's Merrill Edge Experience 2013 - May 2014
Job Intern at Merrill Edge
Industry Computer Software
Experience
American Financial Resources May 2014 - Present
Merrill Edge 2013 - May 2014
HazelTree June 2012 - December 2012
US Army - ARDEC July 2011 - June 2012
Skills
Python, Mobile Applications, Microsoft Excel, Analysis, Microsoft Word, HTML
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Electrical and Electronics Engineering
Academy for the Advancement of Science and Technology 2008 — 2012
High school, Engineering
American Financial Resources May 2014 - Present
Merrill Edge 2013 - May 2014
HazelTree June 2012 - December 2012
US Army - ARDEC July 2011 - June 2012
Skills
Python, Mobile Applications, Microsoft Excel, Analysis, Microsoft Word, HTML
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Electrical and Electronics Engineering
Academy for the Advancement of Science and Technology 2008 — 2012
High school, Engineering
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
CIBC Wood Gundy
Lloyds Banking Group