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
Austin Linsky Austin Linsky's Merrill Edge Experience June 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
Lanson Advisors July 2013 - August 2013
Juster and Associates, Inc. July 2013 - July 2013
The First Tee May 2007 - August 2012
Education
Furman University 2010 — 2014
Bachelor of Arts (B.A.), Economics
C.I.M.B.A 2012 — 2012
Bachelor's degree, Business/Economics
H.B. Plant High School 2006 — 2010
Merrill Edge June 2014 - Present
Lanson Advisors July 2013 - August 2013
Juster and Associates, Inc. July 2013 - July 2013
The First Tee May 2007 - August 2012
Education
Furman University 2010 — 2014
Bachelor of Arts (B.A.), Economics
C.I.M.B.A 2012 — 2012
Bachelor's degree, Business/Economics
H.B. Plant High School 2006 — 2010
Mark Trotta Mark Trotta's Merrill Edge Experience August 2011 - January 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - October 2015
Merrill Edge August 2011 - January 2015
Chase Investment Services Corp. December 2006 - July 2011
JPMorgan Chase December 2006 - April 2010
Skills
Finance, Financial Services, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Financial Advisory, Credit, Life Insurance, Long Term Care Insurance, Financial Planning
Education
Gateway Community College 2004 — 2005
General Studies
Bank of America Merrill Lynch March 2015 - October 2015
Merrill Edge August 2011 - January 2015
Chase Investment Services Corp. December 2006 - July 2011
JPMorgan Chase December 2006 - April 2010
Skills
Finance, Financial Services, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Financial Advisory, Credit, Life Insurance, Long Term Care Insurance, Financial Planning
Education
Gateway Community College 2004 — 2005
General Studies
Clara Tang's Merrill Edge Experience January 2012 - August 2012
Job Eastwest Bank
Industry Financial Services
Experience
EastWest Bank August 2014 - Present
Cathay Bank August 2012 - Present
Merrill Edge January 2012 - August 2012
Smith Barney June 2004 - April 2009
Pacific Global Bank Chicago January 2003 - June 2004
Skills
Finance, Banking, Financial Services, Sales, Series 7, Investments, Strategic Financial..., Asset Management, Insurance, Customer Service, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Securities, Investment Strategies, Portfolio Management, Series 65, Fixed Annuities, Fixed Income, Wealth Management...
Education
Kansas State University 1999 — 2002
M.S, Literature & Linquistics
Beijing International Studies University 1995 — 1999
Bachelor's degree, Spanish
Kansas State University
Master's degree, Linguistics/Spanish
UESTC
EastWest Bank August 2014 - Present
Cathay Bank August 2012 - Present
Merrill Edge January 2012 - August 2012
Smith Barney June 2004 - April 2009
Pacific Global Bank Chicago January 2003 - June 2004
Skills
Finance, Banking, Financial Services, Sales, Series 7, Investments, Strategic Financial..., Asset Management, Insurance, Customer Service, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Securities, Investment Strategies, Portfolio Management, Series 65, Fixed Annuities, Fixed Income, Wealth Management...
Education
Kansas State University 1999 — 2002
M.S, Literature & Linquistics
Beijing International Studies University 1995 — 1999
Bachelor's degree, Spanish
Kansas State University
Master's degree, Linguistics/Spanish
UESTC
Josh Gummo Josh Gummo's Merrill Edge Experience October 2014 - Present
Job Financial Solutions Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Liberty University January 2013 - May 2014
Skills
Financial Planning, 401k Rollovers, Retirement Planning, Time Management, Microsoft Office
Education
Liberty University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Liberty University 2010 — 2014
Bachelor's Degree, Finance, General
Liberty University 2010 — 2014
Bachelor's Degree, Financial Planning and Services
Merrill Edge October 2014 - Present
Liberty University January 2013 - May 2014
Skills
Financial Planning, 401k Rollovers, Retirement Planning, Time Management, Microsoft Office
Education
Liberty University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Liberty University 2010 — 2014
Bachelor's Degree, Finance, General
Liberty University 2010 — 2014
Bachelor's Degree, Financial Planning and Services
Raymond Stiff's Merrill Edge Experience October 2014 - March 2015
Job Property Manager at Figure 8 Southlands
Industry Financial Services
Experience
Stiff Drinks Inc. June 2010 - Present
Figure 8 Southlands March 2015 - Present
Merrill Edge October 2014 - March 2015
River Ridge Management June 2004 - December 2013
Skills
Microsoft Excel, Real Estate, DCF Valuation, Strategic Planning, Financial Analysis, Financial Modeling, Marketing Strategy, Statistics, Capital Structure, Investment Management, New Business Development, Project Management, MS Excel Pivot Tables, Management, Team Building, Operations Management, Event Planning, Farms, bid pricing, Hold Series 7, Hold Series 63
Education
Florida State University 2013 — 2014
Master's degree, Finance, Magna Cum-Laude
Florida State University 2011 — 2013
BS, Finance, Cum Laude
Stiff Drinks Inc. June 2010 - Present
Figure 8 Southlands March 2015 - Present
Merrill Edge October 2014 - March 2015
River Ridge Management June 2004 - December 2013
Skills
Microsoft Excel, Real Estate, DCF Valuation, Strategic Planning, Financial Analysis, Financial Modeling, Marketing Strategy, Statistics, Capital Structure, Investment Management, New Business Development, Project Management, MS Excel Pivot Tables, Management, Team Building, Operations Management, Event Planning, Farms, bid pricing, Hold Series 7, Hold Series 63
Education
Florida State University 2013 — 2014
Master's degree, Finance, Magna Cum-Laude
Florida State University 2011 — 2013
BS, Finance, Cum Laude
Michael D'Ambrosia Michael D'Ambrosia's Merrill Edge Experience March 2014 - Present
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Bank of America October 2011 - March 2014
Black Diamond Performance Reporting July 2010 - November 2011
Merrill Lynch February 2007 - July 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Analysis, Training, Mutual Funds, Financial Services, Finance, Financial Analysis, Investments, Series 63, Operations Management, Portfolio Management
Education
Florida State University - College of Business 2004 — 2006
MBA, Business Administration
University of Florida 1999 — 2003
BS - Finance, Business Administration - Finance
Merrill Edge March 2014 - Present
Bank of America October 2011 - March 2014
Black Diamond Performance Reporting July 2010 - November 2011
Merrill Lynch February 2007 - July 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Analysis, Training, Mutual Funds, Financial Services, Finance, Financial Analysis, Investments, Series 63, Operations Management, Portfolio Management
Education
Florida State University - College of Business 2004 — 2006
MBA, Business Administration
University of Florida 1999 — 2003
BS - Finance, Business Administration - Finance
Mike Paolucci's Merrill Edge Experience August 2015 - Present
Job AVP, Financial Solutions Advisor, Merrill Edge Bank of America Corporation
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Merrill Lynch May 2014 - August 2015
WeiserMazars LLP June 2012 - August 2012
Skills
Fixed Income, Financial Planning, Financial Services, Investments, Portfolio Management, Securities, Mutual Funds, Risk Management, Equities, Wealth Management
Education
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor's degree, Accounting
Sanford Calhoun High School 2004 — 2008
Merrill Edge August 2015 - Present
Merrill Lynch May 2014 - August 2015
WeiserMazars LLP June 2012 - August 2012
Skills
Fixed Income, Financial Planning, Financial Services, Investments, Portfolio Management, Securities, Mutual Funds, Risk Management, Equities, Wealth Management
Education
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor's degree, Accounting
Sanford Calhoun High School 2004 — 2008
David Smoot's Merrill Edge Experience November 2012 - Present
Job Assistant Vice President, Premium Elite Relationship Manager
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
New York Life Insurance Company August 2012 - December 2012
Robert W. Baird & Co. June 2011 - August 2011
Valet Management Services November 2010 - May 2011
Skills
Financial Analysis, Investments, Series 63, Valuation, Portfolio Management, Macroeconomics, Microsoft Excel, Microsoft Office, Economics, Financial Modeling, Equity Research, Equities, Thompson One, PowerPoint, Microsoft Word, Licensed Life & Health..., Series 7, Trading, ETFs, Options, Fixed Income, Bonds
Education
Jacksonville University 2008 — 2012
BBA, Economics
Merrill Edge November 2012 - Present
New York Life Insurance Company August 2012 - December 2012
Robert W. Baird & Co. June 2011 - August 2011
Valet Management Services November 2010 - May 2011
Skills
Financial Analysis, Investments, Series 63, Valuation, Portfolio Management, Macroeconomics, Microsoft Excel, Microsoft Office, Economics, Financial Modeling, Equity Research, Equities, Thompson One, PowerPoint, Microsoft Word, Licensed Life & Health..., Series 7, Trading, ETFs, Options, Fixed Income, Bonds
Education
Jacksonville University 2008 — 2012
BBA, Economics
Vincent Floyed Vincent Floyed's Merrill Edge Experience May 2014 - Present
Job at
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Bank of America March 2013 - March 2014
H&R Block December 2012 - April 2013
Coggin Nissan At the Avenues September 2012 - March 2013
AutoCenters Dealer Group June 2011 - September 2012
Jackson Hewitt December 2010 - May 2011
Skills
Sales, Microsoft Office, Tax Preparation, Microsoft Excel, Microsoft Word, Mac, Mortgage Lending, Finance, Series 7, Mortgage Banking, Loan Origination, Loans, Series 63
Education
Lewis and Clark Community College 2009 — 2010
General Studies
Merrill Edge May 2014 - Present
Bank of America March 2013 - March 2014
H&R Block December 2012 - April 2013
Coggin Nissan At the Avenues September 2012 - March 2013
AutoCenters Dealer Group June 2011 - September 2012
Jackson Hewitt December 2010 - May 2011
Skills
Sales, Microsoft Office, Tax Preparation, Microsoft Excel, Microsoft Word, Mac, Mortgage Lending, Finance, Series 7, Mortgage Banking, Loan Origination, Loans, Series 63
Education
Lewis and Clark Community College 2009 — 2010
General Studies
Davon Phillips's Merrill Edge Experience December 2011 - April 2013
Job Vice President Market Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Edge December 2011 - April 2013
Merrill Edge April 2011 - December 2011
Primerica August 2007 - December 2008
Skills
Series 7, Series 66, Series 9, Series 10, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Securities, Retirement Planning, Mutual Funds, Asset Management, Banking, Risk Management, Financial Services, Retirement, Trading, Finance, Investment Strategies, Options, Financial Risk, FINRA, Uniform Combined State..., Leadership, Customer Service, Public Speaking, Financial Analysis, Management, Strategic Planning, Financial Planning, Microsoft Word
Education
Jacksonville University 2014 — 2016
Master of Business Administration (MBA), Management
Jacksonville University 2006 — 2011
Bachelor of Science (BS), Accounting and Philosophy
Merrill Lynch April 2013 - Present
Merrill Edge December 2011 - April 2013
Merrill Edge April 2011 - December 2011
Primerica August 2007 - December 2008
Skills
Series 7, Series 66, Series 9, Series 10, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Securities, Retirement Planning, Mutual Funds, Asset Management, Banking, Risk Management, Financial Services, Retirement, Trading, Finance, Investment Strategies, Options, Financial Risk, FINRA, Uniform Combined State..., Leadership, Customer Service, Public Speaking, Financial Analysis, Management, Strategic Planning, Financial Planning, Microsoft Word
Education
Jacksonville University 2014 — 2016
Master of Business Administration (MBA), Management
Jacksonville University 2006 — 2011
Bachelor of Science (BS), Accounting and Philosophy
Michael Capobianco Michael Capobianco's Merrill Edge Experience December 2014 - Present
Job Assistant Vice President, FSA
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
TD Ameritrade June 2013 - June 2014
AXA April 2009 - May 2013
CitiSmith Barney November 2007 - March 2009
Fidelity Investments April 2004 - July 2007
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Retirement, Pensions, Strategic Financial..., Fixed Annuities, Income Protection, Investments, Wealth Accumulation, Mutual Funds, Asset Allocation, Series 7, Critical Illness, Financial Advisory, Superannuation, IRAs, Investment Strategies, Variable Annuities, Series 63, Finance, Financial Planning, Portfolio Management, Securities, Equities, Asset Management, Trading, Financial Analysis, Management
Education
Hofstra University
University of Massachusetts Lowell
Merrill Edge December 2014 - Present
TD Ameritrade June 2013 - June 2014
AXA April 2009 - May 2013
CitiSmith Barney November 2007 - March 2009
Fidelity Investments April 2004 - July 2007
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Retirement, Pensions, Strategic Financial..., Fixed Annuities, Income Protection, Investments, Wealth Accumulation, Mutual Funds, Asset Allocation, Series 7, Critical Illness, Financial Advisory, Superannuation, IRAs, Investment Strategies, Variable Annuities, Series 63, Finance, Financial Planning, Portfolio Management, Securities, Equities, Asset Management, Trading, Financial Analysis, Management
Education
Hofstra University
University of Massachusetts Lowell
Matthew Rick's Merrill Edge Experience August 2010 - December 2012
Job Vice President, Private Client Group Team Leader at PNC Financial Services Group Inc.
Industry Financial Services
Experience
PNC Financial Services Group, Inc. July 2014 - Present
PNC Financial Services Group, Inc. December 2012 - July 2014
Merrill Edge August 2010 - December 2012
Bank Of America/ Merrill Lynch February 2008 - August 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch March 2004 - October 2006
Combined Insurance Company Of America December 2003 - March 2004
Ameritas Investment Corporation August 2002 - December 2003
Whole Foods Market December 1998 - May 2002
Skills
Risk Management, Strategic Planning, Relationship Management
Education
Jacksonville University
Master of Business Administration (MBA), Leadership
Oakland University
Bachelor of Science (BS), Finance, General
PNC Financial Services Group, Inc. July 2014 - Present
PNC Financial Services Group, Inc. December 2012 - July 2014
Merrill Edge August 2010 - December 2012
Bank Of America/ Merrill Lynch February 2008 - August 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch March 2004 - October 2006
Combined Insurance Company Of America December 2003 - March 2004
Ameritas Investment Corporation August 2002 - December 2003
Whole Foods Market December 1998 - May 2002
Skills
Risk Management, Strategic Planning, Relationship Management
Education
Jacksonville University
Master of Business Administration (MBA), Leadership
Oakland University
Bachelor of Science (BS), Finance, General
Derrick Lepkowski Derrick Lepkowski's Merrill Edge Experience October 2014 - Present
Job VP/Market Sales Manager, Merrill Edge and CEO, Polish Punk OffRoad
Industry Investment Management
Experience
Merrill Edge October 2014 - Present
Polish Punk Automotive LLC February 2008 - Present
Merrill Edge November 2012 - October 2014
Merrill Lynch April 2011 - November 2012
Bank of America Merrill Lynch July 2010 - September 2011
Merrill Lynch August 2009 - April 2011
Citi August 2008 - July 2009
Renda Broadcasting May 2008 - August 2008
Georgia Farm Bureau June 2005 - April 2008
Staples February 2002 - May 2005
Skills
Logistics, Product Development, Marketing Strategy, Merchandising, Social Media, Negotiation, Customer Relations, Sales Management, Customer Service, Advertising, Business Management, Business Strategy, Microsoft Office, New Business Development, Event Management, B2B, Social Media Marketing, Online Marketing, Promotions, Vendor Relations, Retail, Insurance, Account Management, Fundraising, Market Planning, Vendor Management, Customer Satisfaction, Email Marketing, Business Planning, Marketing, Event Planning, Sales, Strategy, Strategic Planning, Contract Negotiation, Team Building, Team Leadership, Social Networking, Competitive Analysis, Marketing Communications, Public Relations, Coaching, Sales Presentations, Trade Shows, Banking, Entrepreneurship, Sponsorship, Brand Development, Finance, Online Advertising
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2013
BBA, Business Management
Merrill Edge October 2014 - Present
Polish Punk Automotive LLC February 2008 - Present
Merrill Edge November 2012 - October 2014
Merrill Lynch April 2011 - November 2012
Bank of America Merrill Lynch July 2010 - September 2011
Merrill Lynch August 2009 - April 2011
Citi August 2008 - July 2009
Renda Broadcasting May 2008 - August 2008
Georgia Farm Bureau June 2005 - April 2008
Staples February 2002 - May 2005
Skills
Logistics, Product Development, Marketing Strategy, Merchandising, Social Media, Negotiation, Customer Relations, Sales Management, Customer Service, Advertising, Business Management, Business Strategy, Microsoft Office, New Business Development, Event Management, B2B, Social Media Marketing, Online Marketing, Promotions, Vendor Relations, Retail, Insurance, Account Management, Fundraising, Market Planning, Vendor Management, Customer Satisfaction, Email Marketing, Business Planning, Marketing, Event Planning, Sales, Strategy, Strategic Planning, Contract Negotiation, Team Building, Team Leadership, Social Networking, Competitive Analysis, Marketing Communications, Public Relations, Coaching, Sales Presentations, Trade Shows, Banking, Entrepreneurship, Sponsorship, Brand Development, Finance, Online Advertising
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2013
BBA, Business Management
Drew Thompson, CFP®'s Merrill Edge Experience June 2010 - March 2014
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2014 - Present
Merrill Edge June 2010 - March 2014
F & S Asset Management Group April 2005 - July 2010
Henderson Group April 2003 - December 2004
American Express Financial Advisors September 2002 - April 2003
Skills
Series 7, Series 66, Strategic Financial..., Portfolio Management, Investments, Finance, Investment Strategies, Retirement, Financial Services, Management, Strategy, CRM, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
The American College 2003 — 2008
Certified Financial Planner Program
Florida State University 1996 — 2000
BS, Business Administration – Finance
VALIC April 2014 - Present
Merrill Edge June 2010 - March 2014
F & S Asset Management Group April 2005 - July 2010
Henderson Group April 2003 - December 2004
American Express Financial Advisors September 2002 - April 2003
Skills
Series 7, Series 66, Strategic Financial..., Portfolio Management, Investments, Finance, Investment Strategies, Retirement, Financial Services, Management, Strategy, CRM, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
The American College 2003 — 2008
Certified Financial Planner Program
Florida State University 1996 — 2000
BS, Business Administration – Finance
Louis Schuster's Merrill Edge Experience September 2010 - June 2014
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Merrill Edge September 2010 - June 2014
Education
Indiana University South Bend 1990 — 1994
Bachelor's degree, Finance and Financial Management Services
Munster High School 1987 — 1990
Ameriprise Financial Services, Inc. June 2014 - Present
Merrill Edge September 2010 - June 2014
Education
Indiana University South Bend 1990 — 1994
Bachelor's degree, Finance and Financial Management Services
Munster High School 1987 — 1990
Brett Weston's Merrill Edge Experience August 2013 - Present
Job Business Professional and Registered Financial Representative
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
Merrill Lynch February 2012 - August 2013
Thomasville Home Furnishings 2011 - 2012
Bush Construction Company, Inc. 2011 - 2011
Merrill Lynch 2010 - 2011
Nebraska Furniture Mart 2008 - 2010
Evans Real Estate March 2006 - December 2008
Terribles St. Joe Frontier Casino September 2007 - August 2008
Spa Resort Casino March 2001 - December 2005
Skills
Negotiation, Renovation, Retail, Sales, Finance, Series 7, Series 66, Financial Services, 401k, Employee Stock Options, Leadership, Employee Training, Supervisory Skills, Electricians, Carpentry, Plumbing, Loans, Mutual Funds, CRM, Uniform Combined State...
Education
Missouri Western State University 1993 — 1995
None, Undergraduate studies in Business Management
Merrill Edge August 2013 - Present
Merrill Lynch February 2012 - August 2013
Thomasville Home Furnishings 2011 - 2012
Bush Construction Company, Inc. 2011 - 2011
Merrill Lynch 2010 - 2011
Nebraska Furniture Mart 2008 - 2010
Evans Real Estate March 2006 - December 2008
Terribles St. Joe Frontier Casino September 2007 - August 2008
Spa Resort Casino March 2001 - December 2005
Skills
Negotiation, Renovation, Retail, Sales, Finance, Series 7, Series 66, Financial Services, 401k, Employee Stock Options, Leadership, Employee Training, Supervisory Skills, Electricians, Carpentry, Plumbing, Loans, Mutual Funds, CRM, Uniform Combined State...
Education
Missouri Western State University 1993 — 1995
None, Undergraduate studies in Business Management
Philip Benavides, MBA's Merrill Edge Experience February 2015 - Present
Job AVP | Financial Advisor at Merrill Edge
Industry Capital Markets
Experience
Merrill Edge February 2015 - Present
UBS Wealth Management March 2014 - December 2014
Avondale Partners April 2012 - March 2014
Skills
Financial Statement..., Valuation, Microsoft Excel, Management, Series 7, Equity Research Analysis, Series 63, Series 86, Series 87, Series 66
Education
Middle Tennessee State University
Bachelors of Business Administration, Economics/ Finance
Middle Tennessee State University
MBA, Finance
Merrill Edge February 2015 - Present
UBS Wealth Management March 2014 - December 2014
Avondale Partners April 2012 - March 2014
Skills
Financial Statement..., Valuation, Microsoft Excel, Management, Series 7, Equity Research Analysis, Series 63, Series 86, Series 87, Series 66
Education
Middle Tennessee State University
Bachelors of Business Administration, Economics/ Finance
Middle Tennessee State University
MBA, Finance
Michael Tartaglia's Merrill Edge Experience August 2009 - March 2014
Job Portfolio Specialist in Portfolio Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Mooney Financial March 2014 - February 2015
Merrill Edge August 2009 - March 2014
Merrill Edge July 2008 - August 2009
Merrill Edge August 2007 - July 2008
Education
Florida State University 2000 — 2004
Bachelor of Science (BS), Finance, General
Fidelity Investments March 2015 - Present
Mooney Financial March 2014 - February 2015
Merrill Edge August 2009 - March 2014
Merrill Edge July 2008 - August 2009
Merrill Edge August 2007 - July 2008
Education
Florida State University 2000 — 2004
Bachelor of Science (BS), Finance, General
Paula Rahn Paula Rahn's Merrill Edge Experience September 2014 - Present
Job Market Sales Manager II, Registered
Industry Banking
Experience
Bank of America August 2015 - Present
Merrill Edge September 2014 - Present
Bank of America September 2012 - Present
Bank of America April 2004 - September 2012
Chili's December 2002 - April 2004
Skills
Training Delivery, Public Speaking, Sales Management, Service Management, Team Leadership, Team Building, Change Management, Leadership, Strategy, Finance, Retail Banking
Education
Michigan State University 1994 — 1999
Bachelor of Science (B.S.), Human Resources
Bank of America August 2015 - Present
Merrill Edge September 2014 - Present
Bank of America September 2012 - Present
Bank of America April 2004 - September 2012
Chili's December 2002 - April 2004
Skills
Training Delivery, Public Speaking, Sales Management, Service Management, Team Leadership, Team Building, Change Management, Leadership, Strategy, Finance, Retail Banking
Education
Michigan State University 1994 — 1999
Bachelor of Science (B.S.), Human Resources
Jarryd Schwartz's Merrill Edge Experience January 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Investment Management
Experience
Merrill Edge January 2014 - Present
Best Name Badges August 2012 - January 2013
The Feiler Law Firm May 2012 - July 2012
South Florida Interventional Inc May 2010 - August 2010
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Merrill Edge January 2014 - Present
Best Name Badges August 2012 - January 2013
The Feiler Law Firm May 2012 - July 2012
South Florida Interventional Inc May 2010 - August 2010
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Richard Ramos, CMFC Vice President - Investments Richard Ramos, CMFC Vice President - Investments's Merrill Edge Experience October 2014 - Present
Job Financial Solution Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge October 2014 - Present
The Mutual Fund Store February 2013 - October 2014
Morgan Stanley March 2012 - January 2013
New York Life Insurance Company October 2008 - December 2011
Independant Life Broker January 2006 - April 2008
Skills
Wealth Management, Retiremant Planning, College Funding, Insurance Planning, Financial Planners, Wealth Accumulation, Investments, Finance, 401k, Retirement Planning, Strategic Financial..., Hedge Funds, Small Business, Financial Services, Financial Advisory, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Strategic Planning, Customer Service, Life Insurance
Education
Liberty University 2014 — 2018
Bachelor of Science (BS), Accounting and Business/Management
College for Financial Planning 2013 — 2013
CMFC Designation
Merrill Edge October 2014 - Present
The Mutual Fund Store February 2013 - October 2014
Morgan Stanley March 2012 - January 2013
New York Life Insurance Company October 2008 - December 2011
Independant Life Broker January 2006 - April 2008
Skills
Wealth Management, Retiremant Planning, College Funding, Insurance Planning, Financial Planners, Wealth Accumulation, Investments, Finance, 401k, Retirement Planning, Strategic Financial..., Hedge Funds, Small Business, Financial Services, Financial Advisory, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Strategic Planning, Customer Service, Life Insurance
Education
Liberty University 2014 — 2018
Bachelor of Science (BS), Accounting and Business/Management
College for Financial Planning 2013 — 2013
CMFC Designation
Eric Ratzel Eric Ratzel's Merrill Edge Experience April 2015 - Present
Job Investment Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Fidelity Investments November 2014 - March 2015
Fidelity Investments April 2014 - November 2014
Fidelity Investments September 2013 - March 2014
Knox College September 2012 - August 2013
Service Payment Plan Incorporated August 2011 - August 2012
The Center for Practical Bioethics June 2009 - August 2009
Knox College January 2009 - June 2009
Skills
Accounts Payable, Customer Service, Data Management, Financial Modeling, Contract Management, Technical Writing, Policy Analysis, College Teaching, Excel models, Policy, Research, Higher Education, Teaching, Copy Editing, Qualitative Research, Editing, Grant Writing, Creative Writing, Literature, Publications, Blogging, Publishing, Analysis, Data Entry, Nonprofits
Education
The University of Chicago 2009 — 2010
MA, Philosophy
Knox College 2004 — 2008
BA, Philosophy, English
Merrill Edge April 2015 - Present
Fidelity Investments November 2014 - March 2015
Fidelity Investments April 2014 - November 2014
Fidelity Investments September 2013 - March 2014
Knox College September 2012 - August 2013
Service Payment Plan Incorporated August 2011 - August 2012
The Center for Practical Bioethics June 2009 - August 2009
Knox College January 2009 - June 2009
Skills
Accounts Payable, Customer Service, Data Management, Financial Modeling, Contract Management, Technical Writing, Policy Analysis, College Teaching, Excel models, Policy, Research, Higher Education, Teaching, Copy Editing, Qualitative Research, Editing, Grant Writing, Creative Writing, Literature, Publications, Blogging, Publishing, Analysis, Data Entry, Nonprofits
Education
The University of Chicago 2009 — 2010
MA, Philosophy
Knox College 2004 — 2008
BA, Philosophy, English
Chad Riley's Merrill Edge Experience November 2011 - June 2012
Job Director of Strategy at Wayside Schools
Industry Nonprofit Organization Management
Experience
Wayside Schools January 2015 - Present
Texas A&M University July 2013 - December 2014
Education Pioneers June 2014 - August 2014
Charles Schwab June 2012 - July 2013
Merrill Edge November 2011 - June 2012
Adventures In Missions June 2010 - June 2011
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2006 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Planning, Project Management, Non-profit Program..., Portfolio Management, Charitable Gift Planning, Retirement Planning, Wealth Management, Asset Allocation, Retirement, 401k, Financial Services, Securities
Education
Texas A&M University 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University 2008 — 2009
Center for Continuing and Professional Education
Miami University 2002 — 2006
BS, Finance, International Business
Wayside Schools January 2015 - Present
Texas A&M University July 2013 - December 2014
Education Pioneers June 2014 - August 2014
Charles Schwab June 2012 - July 2013
Merrill Edge November 2011 - June 2012
Adventures In Missions June 2010 - June 2011
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2006 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Planning, Project Management, Non-profit Program..., Portfolio Management, Charitable Gift Planning, Retirement Planning, Wealth Management, Asset Allocation, Retirement, 401k, Financial Services, Securities
Education
Texas A&M University 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University 2008 — 2009
Center for Continuing and Professional Education
Miami University 2002 — 2006
BS, Finance, International Business
Seth Berkowitz Seth Berkowitz's Merrill Edge Experience October 2014 - June 2015
Job VP Financial Consultant at SANTANDER INVESTMENT SERVICES
Industry Banking
Experience
SANTANDER INVESTMENT SERVICES June 2015 - Present
Merrill Edge October 2014 - June 2015
Santander Bank, N.A. February 2013 - February 2014
Citi September 2011 - February 2013
HSBC Securities USA, Inc. January 2010 - September 2011
Chase Investment Services December 2005 - January 2010
Morgan Stanley - Individual Investor Group November 2004 - December 2005
David Lerner Associates, inc. September 2003 - November 2004
Hofstra University - Computer Center January 2000 - September 2003
Education
Hofstra University 1998 — 2002
Bachelor of Science, Business Computer Information Systems
SANTANDER INVESTMENT SERVICES June 2015 - Present
Merrill Edge October 2014 - June 2015
Santander Bank, N.A. February 2013 - February 2014
Citi September 2011 - February 2013
HSBC Securities USA, Inc. January 2010 - September 2011
Chase Investment Services December 2005 - January 2010
Morgan Stanley - Individual Investor Group November 2004 - December 2005
David Lerner Associates, inc. September 2003 - November 2004
Hofstra University - Computer Center January 2000 - September 2003
Education
Hofstra University 1998 — 2002
Bachelor of Science, Business Computer Information Systems
Scott Flanigan's Merrill Edge Experience July 2015 - Present
Job Vice President, Customer Segment Analyst at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
University of Phoenix December 2013 - Present
Merrill Edge July 2013 - July 2015
Charles Schwab December 2010 - June 2013
Charles Schwab October 2006 - December 2010
Ameriprise Financial Services, Inc. July 2006 - September 2006
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Wealth Management, Securities, Investments, Portfolio Management, FINRA, Investment Advisory, Equities, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Retirement, Fixed Income, Alternative Investments, Risk Management
Education
Indiana Wesleyan University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Merrill Edge July 2015 - Present
University of Phoenix December 2013 - Present
Merrill Edge July 2013 - July 2015
Charles Schwab December 2010 - June 2013
Charles Schwab October 2006 - December 2010
Ameriprise Financial Services, Inc. July 2006 - September 2006
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Wealth Management, Securities, Investments, Portfolio Management, FINRA, Investment Advisory, Equities, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Retirement, Fixed Income, Alternative Investments, Risk Management
Education
Indiana Wesleyan University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Peter Cuddy Peter Cuddy's Merrill Edge Experience April 2015 - Present
Job Financial Consultant at Santander Investments
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Santander Investment Services October 2014 - April 2015
Merrill Lynch 2011 - October 2014
Skills
Series 7, Series 63, Retirement Planning, Investments, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Financial Advisory, Estate Planning, Financial Analysis, Fixed Annuities, 401k, Insurance, Risk Management, Financial Services, Life Insurance
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Finance
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Real Estate
Merrill Edge April 2015 - Present
Santander Investment Services October 2014 - April 2015
Merrill Lynch 2011 - October 2014
Skills
Series 7, Series 63, Retirement Planning, Investments, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Financial Advisory, Estate Planning, Financial Analysis, Fixed Annuities, 401k, Insurance, Risk Management, Financial Services, Life Insurance
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Finance
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Real Estate
Anne Greco's Merrill Edge Experience January 2013 - Present
Job Assistant Vice President, Financial Advisor
Industry Financial Services
Experience
Merrill Edge January 2013 - Present
Tijuana Flats Burrito Corporate August 2009 - January 2013
The Campus Special May 2008 - August 2008
Skills
Public Speaking, Sales Process, Social Media Marketing, Social Media, Facebook, Marketing, Social Networking, Advertising, Sales, Event Planning, Customer Service, Public Relations, Account Management, Event Management, Marketing Communications, Marketing Strategy, Online Advertising, Market Research, Cold Calling, Fundraising, Leadership, PowerPoint
Education
Florida State University
Bachelor’s Degree, Business, Management, Marketing, and Japanese Minor
Merrill Edge January 2013 - Present
Tijuana Flats Burrito Corporate August 2009 - January 2013
The Campus Special May 2008 - August 2008
Skills
Public Speaking, Sales Process, Social Media Marketing, Social Media, Facebook, Marketing, Social Networking, Advertising, Sales, Event Planning, Customer Service, Public Relations, Account Management, Event Management, Marketing Communications, Marketing Strategy, Online Advertising, Market Research, Cold Calling, Fundraising, Leadership, PowerPoint
Education
Florida State University
Bachelor’s Degree, Business, Management, Marketing, and Japanese Minor
Meaghan Sheehan Meaghan Sheehan's Merrill Edge Experience April 2015 - Present
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Skills
Personal Financial..., Risk Management, Asset Management, Retirement Planning, College Education..., Life Insurance, Investments, Fixed Annuities, Term Life Insurance, Financial Services, Variable Annuities, Annuity Sales, General Insurance, Event Planning, International Relations, Research, Cultural Anthropology, Forensic Anthropology, Community Outreach, Training, Qualitative Research, Fundraising, Public Speaking, Microsoft Office
Education
Gettysburg College 2009 — 2013
Bachelor of Arts, Anthropology and International Affairs
School for International Training 2011 — 2011
Social and Political Transformation
Northern Highlands Regional High School 2005 — 2009
Merrill Edge April 2015 - Present
Skills
Personal Financial..., Risk Management, Asset Management, Retirement Planning, College Education..., Life Insurance, Investments, Fixed Annuities, Term Life Insurance, Financial Services, Variable Annuities, Annuity Sales, General Insurance, Event Planning, International Relations, Research, Cultural Anthropology, Forensic Anthropology, Community Outreach, Training, Qualitative Research, Fundraising, Public Speaking, Microsoft Office
Education
Gettysburg College 2009 — 2013
Bachelor of Arts, Anthropology and International Affairs
School for International Training 2011 — 2011
Social and Political Transformation
Northern Highlands Regional High School 2005 — 2009
Richard Malinowski Richard Malinowski's Merrill Edge Experience August 2014 - Present
Job Dedicated Field Support at Merrill Edge
Industry Investment Management
Experience
Merrill Edge August 2014 - Present
Homeowners Mortgage, A subsidiary of CoastalStates Bank September 2013 - August 2014
Palmetto Garage Works LLC. August 2012 - May 2013
Forest Lake Club August 2010 - May 2012
South Carolina State Treasurer's Office May 2011 - July 2011
Palmetto State Bank April 2010 - April 2010
Seaside Farm, Inc June 2008 - August 2008
Skills
Analysis, Communication, Work Ethic, Flexibility, Openness, Political Science, Strategic Planning, Management, Retail, Time Management
Education
University of South Carolina-Columbia 2009 — 2012
Bachelor of Arts (B.A.), History and Political Science, Sophomore through Senior years
Hampden-Sydney College 2008 — 2009
History, Freshman year
Beaufort Academy 2001 — 2008
Merrill Edge August 2014 - Present
Homeowners Mortgage, A subsidiary of CoastalStates Bank September 2013 - August 2014
Palmetto Garage Works LLC. August 2012 - May 2013
Forest Lake Club August 2010 - May 2012
South Carolina State Treasurer's Office May 2011 - July 2011
Palmetto State Bank April 2010 - April 2010
Seaside Farm, Inc June 2008 - August 2008
Skills
Analysis, Communication, Work Ethic, Flexibility, Openness, Political Science, Strategic Planning, Management, Retail, Time Management
Education
University of South Carolina-Columbia 2009 — 2012
Bachelor of Arts (B.A.), History and Political Science, Sophomore through Senior years
Hampden-Sydney College 2008 — 2009
History, Freshman year
Beaufort Academy 2001 — 2008
Benjamin Maczuzak Benjamin Maczuzak's Merrill Edge Experience September 2011 - April 2014
Job Entertaining New Opportunities
Industry Financial Services
Experience
Chüzzy Surfboards, LLC January 2015 - Present
Merrill Edge September 2011 - April 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Stem Cell Biotech 2009 - 2009
CONCHIUS (Shanghai) Ltd. March 2008 - November 2008
Morgan Stanley December 2006 - September 2007
Morgan Stanley July 2005 - September 2007
Separately July 2005 - January 2007
Skills
Series 7, Series 66, Ohio Life and Health..., Asset Allocation, CRM, Finance, Financial Advisory, Financial Services, Mutual Funds, Portfolio Management, Sales Operations, Series 63, Strategic Financial..., Trading, Uniform Combined State..., Wealth Management, Banking
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Science, Finance
Miami University 2000 — 2004
BS, Finance
Lake Forest College 2000 — 2002
Economics
Lake Ridge Academy 1996 — 2000
Chüzzy Surfboards, LLC January 2015 - Present
Merrill Edge September 2011 - April 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Stem Cell Biotech 2009 - 2009
CONCHIUS (Shanghai) Ltd. March 2008 - November 2008
Morgan Stanley December 2006 - September 2007
Morgan Stanley July 2005 - September 2007
Separately July 2005 - January 2007
Skills
Series 7, Series 66, Ohio Life and Health..., Asset Allocation, CRM, Finance, Financial Advisory, Financial Services, Mutual Funds, Portfolio Management, Sales Operations, Series 63, Strategic Financial..., Trading, Uniform Combined State..., Wealth Management, Banking
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Science, Finance
Miami University 2000 — 2004
BS, Finance
Lake Forest College 2000 — 2002
Economics
Lake Ridge Academy 1996 — 2000
Chrissy Mason, CTFA, CFP® Chrissy Mason, CTFA, CFP®'s Merrill Edge Experience August 2013 - February 2015
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
Merrill Edge August 2013 - February 2015
U.S. Trust, Bank of America Private Wealth Mangement May 2004 - August 2013
State Street December 1999 - May 2004
Eastern Bank July 1996 - December 1999
Skills
Wealth Management, Strategic Financial..., Estate Planning, Investments, Wealth, High Net Worth..., Banking, Retirement, Series 7, Securities, Financial Services, Customer Service, Financial Analysis, Income Tax, Series 63, Series 65, Insurance, Portfolio Management
Education
Merrimack College 2008 — 2010
Certificate, Financial Planning
University of Phoenix 2002 — 2009
Bachelor of Science and Business Management, Business
Cannon Financial 2007 — 2008
Certificaite, Trust School
TIAA-CREF February 2015 - Present
Merrill Edge August 2013 - February 2015
U.S. Trust, Bank of America Private Wealth Mangement May 2004 - August 2013
State Street December 1999 - May 2004
Eastern Bank July 1996 - December 1999
Skills
Wealth Management, Strategic Financial..., Estate Planning, Investments, Wealth, High Net Worth..., Banking, Retirement, Series 7, Securities, Financial Services, Customer Service, Financial Analysis, Income Tax, Series 63, Series 65, Insurance, Portfolio Management
Education
Merrimack College 2008 — 2010
Certificate, Financial Planning
University of Phoenix 2002 — 2009
Bachelor of Science and Business Management, Business
Cannon Financial 2007 — 2008
Certificaite, Trust School
Michael Russelle's Merrill Edge Experience August 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Skills
Financial Services, Portfolio Management, Strategic Financial..., Long-term Care, Wealth Management, Investments, Banking, Finance, Series 63, Series 7, FINRA
Education
Lake Forest Graduate School of Management 1998 — 2002
MBA, Management
Indiana University Bloomington 1991 — 1995
BS, Public Affairs/Management
Notre Dame High School 1987 — 1991
IC
Merrill Edge August 2012 - Present
Skills
Financial Services, Portfolio Management, Strategic Financial..., Long-term Care, Wealth Management, Investments, Banking, Finance, Series 63, Series 7, FINRA
Education
Lake Forest Graduate School of Management 1998 — 2002
MBA, Management
Indiana University Bloomington 1991 — 1995
BS, Public Affairs/Management
Notre Dame High School 1987 — 1991
IC
David Lahey David Lahey's Merrill Edge Experience July 2012 - July 2013
Job Financial Services Professional
Industry Financial Services
Experience
Santander Investment Services August 2013 - April 2014
Merrill Edge July 2012 - July 2013
Merrill Lynch January 2011 - August 2012
AARP Financial December 2005 - October 2010
Fidelity Investments February 2005 - December 2005
Education
Franklin Pierce University 2001 — 2002
BS, Financial Management
University of New Hampshire 1995 — 1996
A.S., Business Admin
Santander Investment Services August 2013 - April 2014
Merrill Edge July 2012 - July 2013
Merrill Lynch January 2011 - August 2012
AARP Financial December 2005 - October 2010
Fidelity Investments February 2005 - December 2005
Education
Franklin Pierce University 2001 — 2002
BS, Financial Management
University of New Hampshire 1995 — 1996
A.S., Business Admin
Sandra V Perez Sandra V Perez's Merrill Edge Experience January 2014 - Present
Job AVP Financial Solutions Advisor
Industry Capital Markets
Experience
Merrill Edge January 2014 - Present
JPMorgan Chase Bank March 2011 - May 2012
Banc of America Investment Services, Inc September 2007 - March 2009
Banc of America Investment Services, Inc October 2005 - September 2007
Bank of America May 2004 - September 2005
Skills
Investments, Equities, Strategic Financial..., Series 7, Financial Services, Financial Advisory, Life Insurance, Fixed Annuities, Retirement, Cash Management, Investment Advisory, Investment Strategies, Uniform Combined State...
Education
Seton Hall University 2009 — 2010
MBA, Finance
Kean University 2003 — 2005
Bachelors degree, Finance
Merrill Edge January 2014 - Present
JPMorgan Chase Bank March 2011 - May 2012
Banc of America Investment Services, Inc September 2007 - March 2009
Banc of America Investment Services, Inc October 2005 - September 2007
Bank of America May 2004 - September 2005
Skills
Investments, Equities, Strategic Financial..., Series 7, Financial Services, Financial Advisory, Life Insurance, Fixed Annuities, Retirement, Cash Management, Investment Advisory, Investment Strategies, Uniform Combined State...
Education
Seton Hall University 2009 — 2010
MBA, Finance
Kean University 2003 — 2005
Bachelors degree, Finance
Alexandria Williams Alexandria Williams's Merrill Edge Experience April 2012 - Present
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2012 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Schering-Plough June 2007 - March 2010
Schering-Plough June 2007 - January 2010
W.W. Grainger December 2005 - June 2007
Vaughn's Family Vision April 2005 - December 2005
Philip Morris October 2003 - April 2005
Pier 1 Imports December 1999 - October 2003
Education
Mississippi College 2003 — 2005
MBA, Business Administration
University of Alabama 1999 — 2002
B.S., Management/ Small Business
Merrill Edge April 2012 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Schering-Plough June 2007 - March 2010
Schering-Plough June 2007 - January 2010
W.W. Grainger December 2005 - June 2007
Vaughn's Family Vision April 2005 - December 2005
Philip Morris October 2003 - April 2005
Pier 1 Imports December 1999 - October 2003
Education
Mississippi College 2003 — 2005
MBA, Business Administration
University of Alabama 1999 — 2002
B.S., Management/ Small Business
Jonathan Papac Jonathan Papac's Merrill Edge Experience August 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge August 2012 - Present
US Bank March 2012 - July 2012
AXA Advisors July 2008 - January 2010
Hagens Berman Sobol Shapiro LLP January 2005 - July 2007
Graham & Dunn July 2001 - December 2002
Skills
Investments, Retirement Planning, IRAs, Roth IRA, 401k Rollovers, Strategic Financial..., Mutual Funds, Stocks, Brokerage, ETFs, Series 7, Series 66, Banking, Options Strategies, Capital Markets, Bonds, Municipal Bonds, Variable Annuities, Risk Management, Life Insurance, Public Speaking, Leadership, Finance, Financial Services, 401k, Insurance
Education
Gonzaga University School of Law 2007 — 2008
Completed 1L
University of Washington 2000 — 2002
B.A., Political Science
Shoreline Community College 1998 — 1999
A.A., Political Science
Merrill Edge August 2012 - Present
US Bank March 2012 - July 2012
AXA Advisors July 2008 - January 2010
Hagens Berman Sobol Shapiro LLP January 2005 - July 2007
Graham & Dunn July 2001 - December 2002
Skills
Investments, Retirement Planning, IRAs, Roth IRA, 401k Rollovers, Strategic Financial..., Mutual Funds, Stocks, Brokerage, ETFs, Series 7, Series 66, Banking, Options Strategies, Capital Markets, Bonds, Municipal Bonds, Variable Annuities, Risk Management, Life Insurance, Public Speaking, Leadership, Finance, Financial Services, 401k, Insurance
Education
Gonzaga University School of Law 2007 — 2008
Completed 1L
University of Washington 2000 — 2002
B.A., Political Science
Shoreline Community College 1998 — 1999
A.A., Political Science
Andrew Wilkin Andrew Wilkin's Merrill Edge Experience April 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Investment Management
Experience
Merrill Edge April 2014 - Present
Charter Oak Insurance and Financial Services July 2013 - December 2013
New York Life Insurance Company December 2009 - July 2013
Wells Fargo Advisors LLC January 2007 - October 2009
REI, Inc August 2003 - December 2006
Merrill Lynch October 1991 - October 2000
Skills
Retirement Planning, Estate Planning, Education Savings, Securities, Insurance, Investments, Excel, Microsoft Office, Word, PowerPoint, Portfolio Management, Investment Advisory, Term Life Insurance, Microsoft Excel, Fixed Annuities, Microsoft Word, Mutual Funds, Budgets, Sales, Finance, Life Insurance, Leadership, Business Planning, IRAs, 401k, Retirement, Financial Services, Disability Insurance, Analysis
Education
George Mason University 2003 — 2006
Bachelor of Science, Accounting
University of Tennessee-Knoxville 1985 — 1988
Merrill Edge April 2014 - Present
Charter Oak Insurance and Financial Services July 2013 - December 2013
New York Life Insurance Company December 2009 - July 2013
Wells Fargo Advisors LLC January 2007 - October 2009
REI, Inc August 2003 - December 2006
Merrill Lynch October 1991 - October 2000
Skills
Retirement Planning, Estate Planning, Education Savings, Securities, Insurance, Investments, Excel, Microsoft Office, Word, PowerPoint, Portfolio Management, Investment Advisory, Term Life Insurance, Microsoft Excel, Fixed Annuities, Microsoft Word, Mutual Funds, Budgets, Sales, Finance, Life Insurance, Leadership, Business Planning, IRAs, 401k, Retirement, Financial Services, Disability Insurance, Analysis
Education
George Mason University 2003 — 2006
Bachelor of Science, Accounting
University of Tennessee-Knoxville 1985 — 1988
Jennifer M. Driscoll Jennifer M. Driscoll's Merrill Edge Experience June 2014 - Present
Job Merrill Edge
Industry Investment Management
Experience
Merrill Edge June 2014 - Present
Community College of Rhode Island January 2013 - Present
J.M. Driscoll August 2000 - Present
Central Parking System 2008 - 2009
Donald Powers Architects, Inc. 2007 - 2009
Starbucks August 2006 - April 2007
Potowomut Golf Club Inc May 2001 - September 2006
Skills
Poetry, Writing, Acrylic Painting, Digital Photography, Photoshop, InDesign, Costumes, Mac OS, Color Renderings, Graphite Drawing, Advertising, Online Journalism, Mixed Media, Clay Modelling, Jewelry Design, Blogging, Proofreading, Public Speaking
Education
Community College of Rhode Island 2013 — 2015
Liberal Arts/ English
Johnson and Wales University 2004 — 2005
Business Administration and Management, General
Warwick Area Career and Technical Center 2000 — 2004
Diploma, Graphic Design and Computer Production
Merrill Edge June 2014 - Present
Community College of Rhode Island January 2013 - Present
J.M. Driscoll August 2000 - Present
Central Parking System 2008 - 2009
Donald Powers Architects, Inc. 2007 - 2009
Starbucks August 2006 - April 2007
Potowomut Golf Club Inc May 2001 - September 2006
Skills
Poetry, Writing, Acrylic Painting, Digital Photography, Photoshop, InDesign, Costumes, Mac OS, Color Renderings, Graphite Drawing, Advertising, Online Journalism, Mixed Media, Clay Modelling, Jewelry Design, Blogging, Proofreading, Public Speaking
Education
Community College of Rhode Island 2013 — 2015
Liberal Arts/ English
Johnson and Wales University 2004 — 2005
Business Administration and Management, General
Warwick Area Career and Technical Center 2000 — 2004
Diploma, Graphic Design and Computer Production
Clifford Guthrie's Merrill Edge Experience May 2014 - August 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Edge May 2014 - August 2015
Bank of America August 2012 - May 2014
Skills
Portfolio Management, Credit, Financial Services, Investments, Series 7, Financial Markets, Financial Analysis, Sales, Refinance, Banking, Financial Advisory, Series 66
Education
Jacksonville University
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch August 2015 - Present
Merrill Edge May 2014 - August 2015
Bank of America August 2012 - May 2014
Skills
Portfolio Management, Credit, Financial Services, Investments, Series 7, Financial Markets, Financial Analysis, Sales, Refinance, Banking, Financial Advisory, Series 66
Education
Jacksonville University
Bachelor of Business Administration (B.B.A.), Finance
Michael Dabrowski Michael Dabrowski's Merrill Edge Experience February 2014 - May 2015
Job Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2015 - Present
Merrill Edge February 2014 - May 2015
Merrill Lynch July 2009 - February 2014
Merrill Lynch December 2006 - July 2009
Ameriprise Financial Services, Inc. April 2006 - December 2006
Skills
Analytics, Process Improvement, Finance, Leadership, Customer Engagement, Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Retirement, 401k, Wealth Management, Investment Advisory, Six Sigma, MIS, Microsoft Excel, Consultative Selling..., Financial Services, Program Management, Retirement Planning
Education
La Salle University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
Camden Catholic High School 1995 — 1999
U.S. Trust May 2015 - Present
Merrill Edge February 2014 - May 2015
Merrill Lynch July 2009 - February 2014
Merrill Lynch December 2006 - July 2009
Ameriprise Financial Services, Inc. April 2006 - December 2006
Skills
Analytics, Process Improvement, Finance, Leadership, Customer Engagement, Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Retirement, 401k, Wealth Management, Investment Advisory, Six Sigma, MIS, Microsoft Excel, Consultative Selling..., Financial Services, Program Management, Retirement Planning
Education
La Salle University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
Camden Catholic High School 1995 — 1999
Thomas Kurtzweil Thomas Kurtzweil's Merrill Edge Experience October 2014 - Present
Job Investment Specialist
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
MassMutual Financial Group June 2014 - August 2014
Delta Kappa Epsilon - Zeta Gamma Colony November 2013 - May 2014
Hampden-Sydney Volunteer Fire Department September 2011 - May 2014
Wake Forest Fire Department August 2012 - 2014
Towering Pines Camp June 2009 - August 2011
Skills
Public Speaking, Leadership, Finance, Economics, Time Management, Leadership Development, Financial Analysis, Life Insurance, Disability Insurance, Political Economy, Student Development, Student Affairs, Career Counseling, Customer Service
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Arts (BA), Economics and Business, Senior Year GPA: 3.31
Universidad de Alcalá 2012 — 2012
Merrill Edge October 2014 - Present
MassMutual Financial Group June 2014 - August 2014
Delta Kappa Epsilon - Zeta Gamma Colony November 2013 - May 2014
Hampden-Sydney Volunteer Fire Department September 2011 - May 2014
Wake Forest Fire Department August 2012 - 2014
Towering Pines Camp June 2009 - August 2011
Skills
Public Speaking, Leadership, Finance, Economics, Time Management, Leadership Development, Financial Analysis, Life Insurance, Disability Insurance, Political Economy, Student Development, Student Affairs, Career Counseling, Customer Service
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Arts (BA), Economics and Business, Senior Year GPA: 3.31
Universidad de Alcalá 2012 — 2012
Spencer Merriam's Merrill Edge Experience August 2014 - Present
Job Master of Finance Grad Pursuing Equity Research & Analysis Position Willing to SelfRelocate
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Lynch May 2013 - August 2013
Ruby Tuesday July 2008 - October 2012
Southwestern Advantage May 2011 - August 2011
United States Soccer Federation April 2000 - October 2007
Publix Super Markets April 2004 - May 2006
Skills
Research & Analysis, Financial Modeling, Presentation &..., Adaptive Team Player, Effective Problem Solver, Direct Sales
Education
Florida State University 2013 — 2014
Master's of Science, Finance
University of North Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Edge August 2014 - Present
Merrill Lynch May 2013 - August 2013
Ruby Tuesday July 2008 - October 2012
Southwestern Advantage May 2011 - August 2011
United States Soccer Federation April 2000 - October 2007
Publix Super Markets April 2004 - May 2006
Skills
Research & Analysis, Financial Modeling, Presentation &..., Adaptive Team Player, Effective Problem Solver, Direct Sales
Education
Florida State University 2013 — 2014
Master's of Science, Finance
University of North Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Andrew Stype's Merrill Edge Experience January 2015 - Present
Job Merrill Edge Registered Quality Analyst
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Merrill Edge January 2013 - Present
Merrill Edge May 2011 - January 2013
GoJet Airlines February 2006 - May 2011
Skills
Series 7, Investments, Finance, Customer Service, Mutual Funds, Equities, Retirement Planning, Financial Services, Portfolio Management, Banking
Education
Jacksonville University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Merrill Edge January 2015 - Present
Merrill Edge January 2013 - Present
Merrill Edge May 2011 - January 2013
GoJet Airlines February 2006 - May 2011
Skills
Series 7, Investments, Finance, Customer Service, Mutual Funds, Equities, Retirement Planning, Financial Services, Portfolio Management, Banking
Education
Jacksonville University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Thomas Karry Thomas Karry's Merrill Edge Experience January 2015 - Present
Job Financial Advisor Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
E*TRADE Financial August 2013 - January 2015
E*TRADE Financial January 2011 - August 2013
E*TRADE Financial October 2007 - January 2011
E*TRADE Financial January 2006 - October 2007
Noble Parking and Valet Services September 2001 - December 2005
Skills
Series 7, Equities, Mutual Funds, Investments, Securities, Options, Financial Services, Series 63, Finance, Trading, Asset Allocation, Commodity Markets, Series 3, Series 66, Asset Management
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2005
Business Administration - Finance, Finance, Portfolio Management, Corporate Finance
Merrill Edge January 2015 - Present
E*TRADE Financial August 2013 - January 2015
E*TRADE Financial January 2011 - August 2013
E*TRADE Financial October 2007 - January 2011
E*TRADE Financial January 2006 - October 2007
Noble Parking and Valet Services September 2001 - December 2005
Skills
Series 7, Equities, Mutual Funds, Investments, Securities, Options, Financial Services, Series 63, Finance, Trading, Asset Allocation, Commodity Markets, Series 3, Series 66, Asset Management
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2005
Business Administration - Finance, Finance, Portfolio Management, Corporate Finance
Matthew Benidt's Merrill Edge Experience January 2012 - November 2014
Job SVP; Sales Performance Manager at Bank of America
Industry Banking
Experience
Bank of America November 2014 - Present
Parkside Homeowners Association October 2010 - Present
Merrill Edge January 2012 - November 2014
Bank of America May 2009 - January 2012
Bank of America January 2008 - May 2009
Bank of America February 2008 - March 2008
Bank of America March 2007 - January 2008
Bank of America October 2005 - March 2007
Wells Fargo January 2004 - October 2005
FirstBank August 2002 - January 2004
Skills
P&L Management, Sales Management, Operations Management, Customer Experience, Retail Banking, Banking Technology, Budget Management, Learning Management, Training & Development, Program Facilitation, Partner Relations, Vendor Management, Financial Analysis, Investment Banking, Strategic Planning, Transition Management, Business Integration, Startup Consulting, Business Turnaround, Coaching & Development, Performance Management, Productivity Enhancement, Microsoft Office, Excel, Word, Outlook, PowerPoint, CICS, Web Design, Banking, Microsoft Excel, Finance, Investments, Small Business Lending, Mortgage Lending, Loans, Credit, Employee Training, Budgets, Start-ups, Partner Management, Leadership
Education
San Jose City College 2005 — 2006
Business Management
Iowa State University 2004 — 2005
Finance
Monarch High School 2000 — 2004
Bank of America November 2014 - Present
Parkside Homeowners Association October 2010 - Present
Merrill Edge January 2012 - November 2014
Bank of America May 2009 - January 2012
Bank of America January 2008 - May 2009
Bank of America February 2008 - March 2008
Bank of America March 2007 - January 2008
Bank of America October 2005 - March 2007
Wells Fargo January 2004 - October 2005
FirstBank August 2002 - January 2004
Skills
P&L Management, Sales Management, Operations Management, Customer Experience, Retail Banking, Banking Technology, Budget Management, Learning Management, Training & Development, Program Facilitation, Partner Relations, Vendor Management, Financial Analysis, Investment Banking, Strategic Planning, Transition Management, Business Integration, Startup Consulting, Business Turnaround, Coaching & Development, Performance Management, Productivity Enhancement, Microsoft Office, Excel, Word, Outlook, PowerPoint, CICS, Web Design, Banking, Microsoft Excel, Finance, Investments, Small Business Lending, Mortgage Lending, Loans, Credit, Employee Training, Budgets, Start-ups, Partner Management, Leadership
Education
San Jose City College 2005 — 2006
Business Management
Iowa State University 2004 — 2005
Finance
Monarch High School 2000 — 2004
James Destinas's Merrill Edge Experience October 2014 - Present
Job Dedicated Market Specialist, AVP at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Merrill Edge February 2013 - September 2014
Merrill Lynch March 2010 - February 2013
Merrill Lynch December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Skills
Customer Service, Stock Trading, Public Speaking, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Investment Strategies, Equities, Financial Analysis, Portfolio Management, Microsoft Excel, PowerPoint, Strategic Financial..., Retirement Planning, Microsoft Office, Financial Services, Outlook, Salesforce.com, Retirement, Insurance
Education
Landmark Education 2013 — 2015
Communication, Relationship Building & Leadership
SETON HALL UNIVERSITY, College of Arts & Sciences 2010 — 2012
Master of Arts, Strategic Communication
TEMPLE UNIVERSITY, Fox School of Business 1999 — 2005
Bachelor, Business Administration; Finance
Merrill Edge October 2014 - Present
Merrill Edge February 2013 - September 2014
Merrill Lynch March 2010 - February 2013
Merrill Lynch December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Skills
Customer Service, Stock Trading, Public Speaking, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Investment Strategies, Equities, Financial Analysis, Portfolio Management, Microsoft Excel, PowerPoint, Strategic Financial..., Retirement Planning, Microsoft Office, Financial Services, Outlook, Salesforce.com, Retirement, Insurance
Education
Landmark Education 2013 — 2015
Communication, Relationship Building & Leadership
SETON HALL UNIVERSITY, College of Arts & Sciences 2010 — 2012
Master of Arts, Strategic Communication
TEMPLE UNIVERSITY, Fox School of Business 1999 — 2005
Bachelor, Business Administration; Finance
Michael Ferreira Jr Michael Ferreira Jr's Merrill Edge Experience June 2015 - Present
Job Customer Service Team Manager at Bank of America
Industry Banking
Experience
Merrill Edge June 2015 - Present
Bank of America February 2007 - March 2015
The Home Depot March 2000 - January 2007
Service Merchandise October 1996 - August 2002
Skills
Retail Banking, Banking, Customer Service, Customer Satisfaction, Management, Coaching, Operations Management, Customer Retention, Call Centers, Customer Experience, Performance Management, Credit, Retail, Leadership
Education
Johnson and Wales University 1996 — 1998
Associate Degree, Retail Management
Merrill Edge June 2015 - Present
Bank of America February 2007 - March 2015
The Home Depot March 2000 - January 2007
Service Merchandise October 1996 - August 2002
Skills
Retail Banking, Banking, Customer Service, Customer Satisfaction, Management, Coaching, Operations Management, Customer Retention, Call Centers, Customer Experience, Performance Management, Credit, Retail, Leadership
Education
Johnson and Wales University 1996 — 1998
Associate Degree, Retail Management
James DeSanctis's Merrill Edge Experience February 2012 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge February 2012 - Present
Bank of America October 2011 - February 2012
Marine Science Center May 2011 - January 2012
Malibu Beach Grill May 2011 - November 2011
Walt Disney World February 2011 - May 2011
Luna Bella December 2009 - May 2010
Spruce Creek Country Club January 2002 - August 2009
Rue & Ziffra Attorneys at Law January 2007 - May 2007
Skills
Event Management, Project Management, Team Leadership, Leadership, Sales, Customer Service, Strategic Planning, Business Strategy, Microsoft Excel, Microsoft Office, PowerPoint, Management, Team Building, Leadership Development, Business Development, Microsoft Word, Market Research, Coaching, Public Speaking, Data Analysis
Education
Florida State University 2007 — 2010
Bachelor of Science, Business Management
Florida State University - College of Business 2007 — 2010
Bachelors, Business Management
Merrill Edge February 2012 - Present
Bank of America October 2011 - February 2012
Marine Science Center May 2011 - January 2012
Malibu Beach Grill May 2011 - November 2011
Walt Disney World February 2011 - May 2011
Luna Bella December 2009 - May 2010
Spruce Creek Country Club January 2002 - August 2009
Rue & Ziffra Attorneys at Law January 2007 - May 2007
Skills
Event Management, Project Management, Team Leadership, Leadership, Sales, Customer Service, Strategic Planning, Business Strategy, Microsoft Excel, Microsoft Office, PowerPoint, Management, Team Building, Leadership Development, Business Development, Microsoft Word, Market Research, Coaching, Public Speaking, Data Analysis
Education
Florida State University 2007 — 2010
Bachelor of Science, Business Management
Florida State University - College of Business 2007 — 2010
Bachelors, Business Management
Robert Blache's Merrill Edge Experience March 2013 - Present
Job CMS Programmer / Content Editor at Merrill Edge
Industry Internet
Experience
Merrill Edge March 2013 - Present
MAXIMUS December 2011 - March 2013
MAXIMUS February 2011 - December 2011
MA College of Art & Design August 2008 - February 2011
Skills
Adobe Cre, Citrix, ESS, StockTracker, NewMMIS, MA21, MassServe, Microsoft Expression, Microsoft Office, SharePoint, SharePoint Designer, Data Entry (80wpm), Event Planning, Audio Visual Design, Light and Sound Engineer, Digital Illustration, Digital Photography, Training, Customer, Web Development, Web Editing, Text Editing, time manage, Data Entry, SEO, Analysis, Management, Social Media Marketing, Program Management, Microsoft Word, Customer Service, Social Networking, Facebook, Quality Assurance, Creative Writing, Photoshop, Time Management
Education
Massachusetts College of Art and Design 2005 — 2010
Bachelor of Arts (BA), Studio Interrelated Media, Graduate with distinction
Timberlane Regional High School 1998 — 2002
Technical Graduate, Vocational Studies: Graphic Design
Merrill Edge March 2013 - Present
MAXIMUS December 2011 - March 2013
MAXIMUS February 2011 - December 2011
MA College of Art & Design August 2008 - February 2011
Skills
Adobe Cre, Citrix, ESS, StockTracker, NewMMIS, MA21, MassServe, Microsoft Expression, Microsoft Office, SharePoint, SharePoint Designer, Data Entry (80wpm), Event Planning, Audio Visual Design, Light and Sound Engineer, Digital Illustration, Digital Photography, Training, Customer, Web Development, Web Editing, Text Editing, time manage, Data Entry, SEO, Analysis, Management, Social Media Marketing, Program Management, Microsoft Word, Customer Service, Social Networking, Facebook, Quality Assurance, Creative Writing, Photoshop, Time Management
Education
Massachusetts College of Art and Design 2005 — 2010
Bachelor of Arts (BA), Studio Interrelated Media, Graduate with distinction
Timberlane Regional High School 1998 — 2002
Technical Graduate, Vocational Studies: Graphic Design
Marc Miranda's Merrill Edge Experience February 2013 - 2014
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® August 2015 - Present
Skyview Networks March 2014 - Present
Merrill Edge February 2013 - 2014
Merrill Lynch November 2010 - 2012
Dex Media March 2009 - November 2010
Clear Channel Communications 2004 - January 2009
KXAM Radio January 2002 - July 2004
IPG February 1998 - January 2002
Skills
Investments, Small Business, Advertising, Marketing, Business Planning, Account Management, Public Relations, B2B, Financial Services, Online Advertising, Strategic Partnerships, Marketing Strategy, CRM, Digital Marketing, Direct Marketing, Strategy, Financial Analysis, Business Development, Mutual Funds, Competitive Analysis, Lead Generation, Salesforce.com, Email Marketing, New Business Development, Analytics, Strategic Financial..., Sales Presentations, Non-profits, Series 7, Portfolio Management, Series 63, Start-ups, Market Research, Mergers, Promotions, Financial Advisory, Stocks, Bonds, IRA's, IRA Rollovers, Estate Planning, Treasury Management, Credit Card Processing, series 66, Life & Health Insurance..., Commercial Insurance, Property & Casualty...
Education
Framingham State College 1976 — 1980
B of Arts, Economics
Acting Studio
acting Studio
acting Studio
COUNTRY Financial® August 2015 - Present
Skyview Networks March 2014 - Present
Merrill Edge February 2013 - 2014
Merrill Lynch November 2010 - 2012
Dex Media March 2009 - November 2010
Clear Channel Communications 2004 - January 2009
KXAM Radio January 2002 - July 2004
IPG February 1998 - January 2002
Skills
Investments, Small Business, Advertising, Marketing, Business Planning, Account Management, Public Relations, B2B, Financial Services, Online Advertising, Strategic Partnerships, Marketing Strategy, CRM, Digital Marketing, Direct Marketing, Strategy, Financial Analysis, Business Development, Mutual Funds, Competitive Analysis, Lead Generation, Salesforce.com, Email Marketing, New Business Development, Analytics, Strategic Financial..., Sales Presentations, Non-profits, Series 7, Portfolio Management, Series 63, Start-ups, Market Research, Mergers, Promotions, Financial Advisory, Stocks, Bonds, IRA's, IRA Rollovers, Estate Planning, Treasury Management, Credit Card Processing, series 66, Life & Health Insurance..., Commercial Insurance, Property & Casualty...
Education
Framingham State College 1976 — 1980
B of Arts, Economics
Acting Studio
acting Studio
acting Studio
Bryan Pollak Bryan Pollak's Merrill Edge Experience October 2011 - November 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Merrill Edge October 2011 - November 2014
Morgan Stanley Smith Barney May 2010 - June 2011
CJS Capital Corp February 2007 - May 2010
Silver Hill Financial September 2003 - February 2007
1201 Properties Inc. February 1999 - August 2003
Atlas Mortgage Corp. April 1996 - September 2002
Education
Michigan State University 1985 — 1989
Bachelor's Degree, James Madison College, Socio-Economics
Ameriprise Financial Services, Inc. November 2014 - Present
Merrill Edge October 2011 - November 2014
Morgan Stanley Smith Barney May 2010 - June 2011
CJS Capital Corp February 2007 - May 2010
Silver Hill Financial September 2003 - February 2007
1201 Properties Inc. February 1999 - August 2003
Atlas Mortgage Corp. April 1996 - September 2002
Education
Michigan State University 1985 — 1989
Bachelor's Degree, James Madison College, Socio-Economics
Matt Diepeveen's Merrill Edge Experience April 2014 - Present
Job FSA at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Riverside Health Fitness Center December 2012 - June 2013
Riverside Health Fitness Center August 2011 - June 2013
Skills
Budgets, Process Improvement, Data Entry, Customer Service, Customer Satisfaction, Sales, Mutual Funds, Call Centers, Team Building, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Operations Management, Training, Outlook, PowerPoint, Finance
Education
Governors State University 2010 — 2012
Bachelor of Science, Finance
Merrill Edge April 2014 - Present
Riverside Health Fitness Center December 2012 - June 2013
Riverside Health Fitness Center August 2011 - June 2013
Skills
Budgets, Process Improvement, Data Entry, Customer Service, Customer Satisfaction, Sales, Mutual Funds, Call Centers, Team Building, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Operations Management, Training, Outlook, PowerPoint, Finance
Education
Governors State University 2010 — 2012
Bachelor of Science, Finance
Wlassowsky Alexandra Wlassowsky Alexandra's Merrill Edge Experience July 2015 - Present
Job Director, Regional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Merrill Edge January 2012 - Present
Merrill Lynch October 2010 - July 2012
Parallel Advisors July 2010 - November 2010
Morgan Stanley Smith Barney June 1998 - February 2010
Merrill Lynch September 1993 - June 1998
Skills
Financial Advisory, Alternative Investments, Wealth Management, Asset Allocation, Recruiting, Strategy, Mutual Funds, Banking, Asset Managment, Investments, Portfolio Management, New Business Development, Equities, Strategic Financial..., Capital Markets, Retirement Planning, Retirement, Financial Services, Fixed Income, Coaching, Asset Management, FINRA, Wealth Management..., Securities, Insurance, Investment Strategies, Finance, Series 63, Investment Advisory, Series 65, ETFs, Investment Management, Bonds, Relationship Management, High Net Worth..., Options, Private Banking, Wealth, Financial Markets, IRAs, Stocks, Sales, Separately Managed..., Retail Banking, Economics, Branch Management, Trading, Financial Planning, Management
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
M.A., International Policy Studies
World College West 1988 — 1991
B.A., International Business
Merrill Edge July 2015 - Present
Merrill Edge January 2012 - Present
Merrill Lynch October 2010 - July 2012
Parallel Advisors July 2010 - November 2010
Morgan Stanley Smith Barney June 1998 - February 2010
Merrill Lynch September 1993 - June 1998
Skills
Financial Advisory, Alternative Investments, Wealth Management, Asset Allocation, Recruiting, Strategy, Mutual Funds, Banking, Asset Managment, Investments, Portfolio Management, New Business Development, Equities, Strategic Financial..., Capital Markets, Retirement Planning, Retirement, Financial Services, Fixed Income, Coaching, Asset Management, FINRA, Wealth Management..., Securities, Insurance, Investment Strategies, Finance, Series 63, Investment Advisory, Series 65, ETFs, Investment Management, Bonds, Relationship Management, High Net Worth..., Options, Private Banking, Wealth, Financial Markets, IRAs, Stocks, Sales, Separately Managed..., Retail Banking, Economics, Branch Management, Trading, Financial Planning, Management
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
M.A., International Policy Studies
World College West 1988 — 1991
B.A., International Business
David Crawford, CFP® David Crawford, CFP®'s Merrill Edge Experience August 2013 - Present
Job Assistant Vice President Merrill Edge Middle Office Team Manager
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
Merrill Edge March 2013 - August 2013
Merrill Lynch April 2008 - March 2013
Merrill Lynch September 2007 - April 2008
Merrill Lynch July 2003 - September 2007
Merrill Lynch October 2001 - July 2003
Merrill Lynch June 1997 - October 2001
Skills
Wealth Management, Investments, Private Banking, Series 7, Certified Financial..., Series 66, Financial Planning, Insurance, Estate Planning, Income Tax, Six Sigma, Retirement Planning, Project Management, Cost Basis Reporting, Strategic Financial..., Banking, Retirement, Financial Services, Series 9 / 10, Financial Advisory, FINRA, Investment Management, High Net Worth..., Equities, Asset Allocation, Securities, Mutual Funds, Series 63
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor's, Economics
Christian Brothers Academy 1989 — 1993
Merrill Edge August 2013 - Present
Merrill Edge March 2013 - August 2013
Merrill Lynch April 2008 - March 2013
Merrill Lynch September 2007 - April 2008
Merrill Lynch July 2003 - September 2007
Merrill Lynch October 2001 - July 2003
Merrill Lynch June 1997 - October 2001
Skills
Wealth Management, Investments, Private Banking, Series 7, Certified Financial..., Series 66, Financial Planning, Insurance, Estate Planning, Income Tax, Six Sigma, Retirement Planning, Project Management, Cost Basis Reporting, Strategic Financial..., Banking, Retirement, Financial Services, Series 9 / 10, Financial Advisory, FINRA, Investment Management, High Net Worth..., Equities, Asset Allocation, Securities, Mutual Funds, Series 63
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor's, Economics
Christian Brothers Academy 1989 — 1993
Trace Shapiro's Merrill Edge Experience September 2014 - August 2015
Job Vice President, US Trust Private Wealth Management
Industry Financial Services
Experience
U.S. Trust August 2015 - Present
Merrill Edge September 2014 - August 2015
Merrill Edge October 2011 - September 2014
Fidelity Investments September 2010 - October 2011
Scottrade September 2009 - June 2010
Merrill Lynch July 2008 - September 2008
ING June 2008 - August 2008
Skills
Investments, Customer Relations, Trading, Series 7, Series 63, Series 66, Retirement Planning, College Education..., Mutual Funds, Equities, Fixed Income, Cash Management, Wealth Management
Education
Florida State University 2005 — 2010
Bachelors, Finance, Real Estate
U.S. Trust August 2015 - Present
Merrill Edge September 2014 - August 2015
Merrill Edge October 2011 - September 2014
Fidelity Investments September 2010 - October 2011
Scottrade September 2009 - June 2010
Merrill Lynch July 2008 - September 2008
ING June 2008 - August 2008
Skills
Investments, Customer Relations, Trading, Series 7, Series 63, Series 66, Retirement Planning, College Education..., Mutual Funds, Equities, Fixed Income, Cash Management, Wealth Management
Education
Florida State University 2005 — 2010
Bachelors, Finance, Real Estate
Joanne Magiros Ryan, CFP(R)'s Merrill Edge Experience June 2015 - Present
Job Customer Segment Analyst National Investment Readiness Team
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Bank of America Merrill Lynch January 2001 - Present
Merrill Edge March 2013 - June 2015
Merrill Edge August 2011 - March 2013
Merrill Lynch January 2001 - August 2011
AppleOne 1999 - 2000
Oscar Mayer/Kraft Foods 1997 - 1998
Erwin Penland 1995 - 1995
Skills
Retirement Planning, Investments, Finance, Strategic Financial..., Wealth Management, Series 7, Estate Planning, Small Business
Education
Indiana University Bloomington 1993 — 1997
BA, Journalism
Riverside High School
Merrill Edge June 2015 - Present
Bank of America Merrill Lynch January 2001 - Present
Merrill Edge March 2013 - June 2015
Merrill Edge August 2011 - March 2013
Merrill Lynch January 2001 - August 2011
AppleOne 1999 - 2000
Oscar Mayer/Kraft Foods 1997 - 1998
Erwin Penland 1995 - 1995
Skills
Retirement Planning, Investments, Finance, Strategic Financial..., Wealth Management, Series 7, Estate Planning, Small Business
Education
Indiana University Bloomington 1993 — 1997
BA, Journalism
Riverside High School
Tom Gustafson's Merrill Edge Experience February 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Edge February 2012 - Present
Bank of America December 2006 - March 2009
Bank of America December 2003 - December 2006
Bank of America November 2000 - December 2003
Bank of America, Transaction Services November 2000 - December 2003
Bank of America December 1997 - October 2001
Oakland athletics 1994 - 1999
Bank of America January 1989 - January 1997
Skills
Banking, Leadership, Six Sigma, Team Building, Operations Management, Management, Project Management, Vendor Management, Process Engineering, Budgets, Customer Service, Forecasting, Team Leadership, Analysis, Finance, Financial Services, Risk Management, Process Improvement
Education
Green River Community College 2009 — 2009
Teaching
Tempe High School
Diploma
Tempe High School
Merrill Edge February 2012 - Present
Bank of America December 2006 - March 2009
Bank of America December 2003 - December 2006
Bank of America November 2000 - December 2003
Bank of America, Transaction Services November 2000 - December 2003
Bank of America December 1997 - October 2001
Oakland athletics 1994 - 1999
Bank of America January 1989 - January 1997
Skills
Banking, Leadership, Six Sigma, Team Building, Operations Management, Management, Project Management, Vendor Management, Process Engineering, Budgets, Customer Service, Forecasting, Team Leadership, Analysis, Finance, Financial Services, Risk Management, Process Improvement
Education
Green River Community College 2009 — 2009
Teaching
Tempe High School
Diploma
Tempe High School
Rich Held Rich Held's Merrill Edge Experience April 2014 - July 2015
Job Client Relationship Consultant with TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Merrill Edge April 2014 - July 2015
Citizens Bank 2009 - March 2014
Insight Direct May 2009 - November 2009
Bank of America September 2006 - March 2009
Banc of America Investments April 2004 - September 2006
Morgan Stanley July 2002 - April 2004
Skills
Investments, Wealth Management, Strategic Financial..., Banking, Mortgage Lending, Series 7, Finance, Insurance, Cash Management, CRM, Wealth Management..., Consumer Lending, Retirement, Series 63, Relationship Management, Credit, Loans, Financial Advisory, Financial Risk, Portfolio Management, Financial Planning
Education
Ithaca College 1994 — 1998
BS, Marketing
TIAA-CREF August 2015 - Present
Merrill Edge April 2014 - July 2015
Citizens Bank 2009 - March 2014
Insight Direct May 2009 - November 2009
Bank of America September 2006 - March 2009
Banc of America Investments April 2004 - September 2006
Morgan Stanley July 2002 - April 2004
Skills
Investments, Wealth Management, Strategic Financial..., Banking, Mortgage Lending, Series 7, Finance, Insurance, Cash Management, CRM, Wealth Management..., Consumer Lending, Retirement, Series 63, Relationship Management, Credit, Loans, Financial Advisory, Financial Risk, Portfolio Management, Financial Planning
Education
Ithaca College 1994 — 1998
BS, Marketing
Joseph Tardiff Joseph Tardiff's Merrill Edge Experience May 2014 - Present
Job Financial Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Merrill Edge May 2013 - April 2014
The Norwood Inn June 2008 - November 2012
The Borough of Avon, NJ. June 2007 - September 2012
The Irish Voice Newspaper January 2012 - May 2012
Education
Manhattan College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 2012
Merrill Edge May 2014 - Present
Merrill Edge May 2013 - April 2014
The Norwood Inn June 2008 - November 2012
The Borough of Avon, NJ. June 2007 - September 2012
The Irish Voice Newspaper January 2012 - May 2012
Education
Manhattan College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 2012
Jennifer Lau Jennifer Lau's Merrill Edge Experience June 2008 - May 2012
Job Program Manager at eBay
Industry Internet
Experience
eBay September 2014 - Present
eBay 2013 - 2013
Merrill Edge June 2008 - May 2012
The American Chamber of Commerce in Shanghai (AmCham Shanghai) June 2007 - August 2007
United States Senate for the Honorable Senator Daniel K. Inouye of Hawaii June 2006 - August 2006
Skills
Product Management, Data Analysis, Project Management, Change Management, Analytics, Financial Analysis, Strategic Planning, Marketing Strategy, Financial Modeling, Requirements Analysis, Program Management, Business Process..., Leadership, Cross-functional Team..., Competitive Analysis, Business Strategy, Management Consulting, Analysis, Business Intelligence, Risk Management, Business Analysis, Market Research, SQL, Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Wellesley College 2004 — 2008
Bachelor’s Degree, Economics and Mathematics
University of International Business and Economics 2007 — 2007
Mandarin Language and Chinese Business
Punahou School
High School
eBay September 2014 - Present
eBay 2013 - 2013
Merrill Edge June 2008 - May 2012
The American Chamber of Commerce in Shanghai (AmCham Shanghai) June 2007 - August 2007
United States Senate for the Honorable Senator Daniel K. Inouye of Hawaii June 2006 - August 2006
Skills
Product Management, Data Analysis, Project Management, Change Management, Analytics, Financial Analysis, Strategic Planning, Marketing Strategy, Financial Modeling, Requirements Analysis, Program Management, Business Process..., Leadership, Cross-functional Team..., Competitive Analysis, Business Strategy, Management Consulting, Analysis, Business Intelligence, Risk Management, Business Analysis, Market Research, SQL, Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Wellesley College 2004 — 2008
Bachelor’s Degree, Economics and Mathematics
University of International Business and Economics 2007 — 2007
Mandarin Language and Chinese Business
Punahou School
High School
Christopher Bramwell Christopher Bramwell's Merrill Edge Experience January 2013 - Present
Job Assistant Vice President; Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2013 - Present
Skills
Securities, Public Speaking, Customer Service, Investment Strategies, Wealth Management, Financial Advisory, Investment Advisory, Retirement Planning, Asset Allocation, Investment Management, Mutual Funds, ETFs, Equities, Bonds, Alternative Investments, Mentoring, Coaching, Team Building, SPIN Selling, Writing, Microsoft Office
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Writing and Rhetoric, Law and Society
Phillips Academy 2003 — 2007
Merrill Edge January 2013 - Present
Skills
Securities, Public Speaking, Customer Service, Investment Strategies, Wealth Management, Financial Advisory, Investment Advisory, Retirement Planning, Asset Allocation, Investment Management, Mutual Funds, ETFs, Equities, Bonds, Alternative Investments, Mentoring, Coaching, Team Building, SPIN Selling, Writing, Microsoft Office
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Writing and Rhetoric, Law and Society
Phillips Academy 2003 — 2007
Derick Tuttle Derick Tuttle's Merrill Edge Experience February 2014 - Present
Job *
Industry Financial Services
Experience
Merrill Edge February 2014 - Present
Merrill Edge December 2011 - February 2014
Merrill Edge May 2011 - December 2011
Merrill Lynch June 2010 - July 2010
H.A. Sack Company March 2009 - July 2009
BTAssociates, LLC August 2004 - October 2005
Skills
Investments, Financial Services
Education
Georgia Southern University - College of Business Administration 2006 — 2010
B.B.A. Economics with an emphasis in International Business, Economics, Finance, International Business
Merrill Edge February 2014 - Present
Merrill Edge December 2011 - February 2014
Merrill Edge May 2011 - December 2011
Merrill Lynch June 2010 - July 2010
H.A. Sack Company March 2009 - July 2009
BTAssociates, LLC August 2004 - October 2005
Skills
Investments, Financial Services
Education
Georgia Southern University - College of Business Administration 2006 — 2010
B.B.A. Economics with an emphasis in International Business, Economics, Finance, International Business
Everlyn Peters Everlyn Peters's Merrill Edge Experience 2005 - 2012
Job Photographer/Owner at E2 Photography
Industry Financial Services
Experience
Change the Game Enterprises LLC February 2014 - Present
E2 Photography August 2013 - Present
Merrill Edge 2005 - 2012
Skills
Asset Allocation, Fixed Income, Asset Management, Financial Advisory, Series 7, Series 63, Equities, Mutual Funds, Stocks, Financial Audits, Problem Solving, Banking, Proofreading, Product Specialists, Customer Service, Customer Oriented
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
MBA with concentration in Finance
Johnson C. Smith University - JCSU 1996 — 2000
Bachelor of Science (BS), Banking and Finance
Change the Game Enterprises LLC February 2014 - Present
E2 Photography August 2013 - Present
Merrill Edge 2005 - 2012
Skills
Asset Allocation, Fixed Income, Asset Management, Financial Advisory, Series 7, Series 63, Equities, Mutual Funds, Stocks, Financial Audits, Problem Solving, Banking, Proofreading, Product Specialists, Customer Service, Customer Oriented
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
MBA with concentration in Finance
Johnson C. Smith University - JCSU 1996 — 2000
Bachelor of Science (BS), Banking and Finance
Samantha Dube Samantha Dube's Merrill Edge Experience November 2014 - Present
Job Client Service Representative at Merrill Edge
Industry Capital Markets
Experience
Merrill Edge November 2014 - Present
Entouraj Solutions July 2013 - October 2014
TD Bank Group May 2010 - July 2013
TD Bank Group June 2007 - May 2010
Skills
Credit, Customer Satisfaction, Banking, Management, Retail Banking, Lines Of Credit, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Customer Experience, Sales, Leadership
Education
Kean University 2008 — 2013
Bachelor's degree, Economics
Old Bridge High School 2004 — 2008
High School Diploma, General Studies
Merrill Edge November 2014 - Present
Entouraj Solutions July 2013 - October 2014
TD Bank Group May 2010 - July 2013
TD Bank Group June 2007 - May 2010
Skills
Credit, Customer Satisfaction, Banking, Management, Retail Banking, Lines Of Credit, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Customer Experience, Sales, Leadership
Education
Kean University 2008 — 2013
Bachelor's degree, Economics
Old Bridge High School 2004 — 2008
High School Diploma, General Studies
Jamin Armstead's Merrill Edge Experience April 2013 - August 2015
Job Owner of J. Dishon Financial LLC.
Industry Financial Services
Experience
J. Dishon Financial LLC. July 2015 - Present
Merrill Edge April 2013 - August 2015
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Financial Services, Customer Service, Leadership, Microsoft Excel, Team Building, Project Management, Public Speaking, Microsoft Office
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Arts Economics, Economics
J. Dishon Financial LLC. July 2015 - Present
Merrill Edge April 2013 - August 2015
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Financial Services, Customer Service, Leadership, Microsoft Excel, Team Building, Project Management, Public Speaking, Microsoft Office
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Arts Economics, Economics
Richard F. Schmid, Jr. Richard F. Schmid, Jr.'s Merrill Edge Experience September 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
PHH Mortgage August 2012 - August 2014
PHH Mortgage October 2010 - August 2012
Skills
Loans, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination
Education
La Salle University 2009 — 2010
Master of Business Administration (MBA), Finance, MBA Scholarship
Rowan University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing, Dean's List, Cum Laude, Rowan Trustee Scholarship
Merrill Edge September 2014 - Present
PHH Mortgage August 2012 - August 2014
PHH Mortgage October 2010 - August 2012
Skills
Loans, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination
Education
La Salle University 2009 — 2010
Master of Business Administration (MBA), Finance, MBA Scholarship
Rowan University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing, Dean's List, Cum Laude, Rowan Trustee Scholarship
Sean Furlong Sean Furlong's Merrill Edge Experience August 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Florida State University April 2012 - August 2014
Flashnotes August 2013 - December 2013
OfficeMax September 2009 - August 2011
Skills
Leadership, Time Management, Sales, Team Leadership, Economics, Editing, Customer Service, Community Outreach, Organization, Financial Analysis, English, Microsoft Office, Money Management, Sports, History, Teaching, Research, Public Speaking, Creative Problem Solving, Microsoft Excel, Personal Finance, Banking, Investment Strategies, Mutual Funds, Equity Trading, Retirement Planning, Financial Planning
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.)/Bachelor of Arts (B.A), Economics and History
Merrill Edge August 2014 - Present
Florida State University April 2012 - August 2014
Flashnotes August 2013 - December 2013
OfficeMax September 2009 - August 2011
Skills
Leadership, Time Management, Sales, Team Leadership, Economics, Editing, Customer Service, Community Outreach, Organization, Financial Analysis, English, Microsoft Office, Money Management, Sports, History, Teaching, Research, Public Speaking, Creative Problem Solving, Microsoft Excel, Personal Finance, Banking, Investment Strategies, Mutual Funds, Equity Trading, Retirement Planning, Financial Planning
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.)/Bachelor of Arts (B.A), Economics and History
Kyle Logan Martinez's Merrill Edge Experience September 2015 - Present
Job Financial Solutions Advisor Trainee
Industry Financial Services
Experience
Merrill Edge September 2015 - Present
Impact Dental Lab April 2014 - July 2015
Smile Perfected January 2014 - July 2015
Skills
Finance, Customer Service, Sales, Management, Operations Management, Inventory Management, Golf Course Management, Hospitality Management, Microsoft Excel, Microsoft Word
Education
Florida State University 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Florida State University 2009 — 2014
Bachelor of Science (B.S.), Hospitality Administration/Management
Merrill Edge September 2015 - Present
Impact Dental Lab April 2014 - July 2015
Smile Perfected January 2014 - July 2015
Skills
Finance, Customer Service, Sales, Management, Operations Management, Inventory Management, Golf Course Management, Hospitality Management, Microsoft Excel, Microsoft Word
Education
Florida State University 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Florida State University 2009 — 2014
Bachelor of Science (B.S.), Hospitality Administration/Management
Neil Fisch, CFP Neil Fisch, CFP's Merrill Edge Experience August 2013 - December 2014
Job Managing Partner at National Insurance Partners
Industry Financial Services
Experience
National Insurance Partners December 2014 - Present
Merrill Edge August 2013 - December 2014
Valic Financial Advisors October 2011 - August 2013
Kiwanis Club of Tempe 2009 - 2012
LPL Financial 2001 - April 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Morgan Stanley 1993 - 2001
Skills
Wealth Management, Investments, Strategic Financial..., Wealth Management..., Series 7, Finance, Financial Services, Mutual Funds, Retirement Planning, Alternative Investments, Financial Planners, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Estate Planning, Asset Management, Portfolio Management, Securities, Investment Strategies, Equities, Life Insurance, Retirement, Management
Education
The American College 1998 — 2001
CFP, Financial Planning
Loyola Marymount University 1974 — 1975
Secondary Education
Swarthmore College 1968 — 1972
BA, English Literature
SHS
National Insurance Partners December 2014 - Present
Merrill Edge August 2013 - December 2014
Valic Financial Advisors October 2011 - August 2013
Kiwanis Club of Tempe 2009 - 2012
LPL Financial 2001 - April 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Morgan Stanley 1993 - 2001
Skills
Wealth Management, Investments, Strategic Financial..., Wealth Management..., Series 7, Finance, Financial Services, Mutual Funds, Retirement Planning, Alternative Investments, Financial Planners, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Estate Planning, Asset Management, Portfolio Management, Securities, Investment Strategies, Equities, Life Insurance, Retirement, Management
Education
The American College 1998 — 2001
CFP, Financial Planning
Loyola Marymount University 1974 — 1975
Secondary Education
Swarthmore College 1968 — 1972
BA, English Literature
SHS
Bill Digman, CRPC® Bill Digman, CRPC®'s Merrill Edge Experience September 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2015 - Present
Merrill Lynch June 2014 - July 2015
Mammatus Inc. June 2009 - June 2014
ArcMind May 2007 - July 2009
Bank of America April 2006 - May 2007
Citibank April 2005 - April 2006
Skills
Sales, Marketing, Banking, Loans, Insurance, Financial Services, Investments, Customer Retention, Training, Contract Negotiation, Direct Sales, Sales Management, CRM
Education
Las Positas College
Bachelor of Science in Business Administration transfer program
Merrill Edge September 2015 - Present
Merrill Lynch June 2014 - July 2015
Mammatus Inc. June 2009 - June 2014
ArcMind May 2007 - July 2009
Bank of America April 2006 - May 2007
Citibank April 2005 - April 2006
Skills
Sales, Marketing, Banking, Loans, Insurance, Financial Services, Investments, Customer Retention, Training, Contract Negotiation, Direct Sales, Sales Management, CRM
Education
Las Positas College
Bachelor of Science in Business Administration transfer program
Matthew DiPalma Matthew DiPalma's Merrill Edge Experience October 2014 - March 2015
Job Business Owner at Supreme Inflatables & Party Rentals
Industry Financial Services
Experience
Supreme Inflatables & Party Rentals January 2010 - Present
Merrill Edge October 2014 - March 2015
Penske Truck Leasing September 2008 - March 2014
Skills
Social Media Marketing, Marketing Strategy, Social Media, SEO, Digital Marketing, Digital Media, Creative Direction, Web Design, Online Marketing, Finance, Financial Services
Education
Monmouth University 2002 — 2006
Bachelor's degree, Marketing
Monmouth University 2002 — 2006
BS Marketing, Marketing/Marketing Management, General
Supreme Inflatables & Party Rentals January 2010 - Present
Merrill Edge October 2014 - March 2015
Penske Truck Leasing September 2008 - March 2014
Skills
Social Media Marketing, Marketing Strategy, Social Media, SEO, Digital Marketing, Digital Media, Creative Direction, Web Design, Online Marketing, Finance, Financial Services
Education
Monmouth University 2002 — 2006
Bachelor's degree, Marketing
Monmouth University 2002 — 2006
BS Marketing, Marketing/Marketing Management, General
Daniel J. Chapman's Merrill Edge Experience March 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Wells Fargo April 2014 - March 2015
PNC November 2008 - April 2014
Wachovia Bank June 2007 - November 2008
Skills
Mortgage Lending, Consumer Lending, Relationship Management, Retirement Planning, Strategic Financial..., Financial Services, Business Development, Credit Analysis, Management, Small Business Lending, Cold Calling, Commercial Lending, Real Estate, Investments, Loans
Education
Gwynedd Mercy University
Business Administration and Management
Merrill Edge March 2015 - Present
Wells Fargo April 2014 - March 2015
PNC November 2008 - April 2014
Wachovia Bank June 2007 - November 2008
Skills
Mortgage Lending, Consumer Lending, Relationship Management, Retirement Planning, Strategic Financial..., Financial Services, Business Development, Credit Analysis, Management, Small Business Lending, Cold Calling, Commercial Lending, Real Estate, Investments, Loans
Education
Gwynedd Mercy University
Business Administration and Management
Crystal Brent's Merrill Edge Experience August 2015 - Present
Job
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Merrill Edge May 2011 - Present
Merrill Edge May 2008 - May 2011
Merrill Edge January 2005 - May 2008
Skills
Equities, Financial Services, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Securities
Education
Jacksonville University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida State University 2001 — 2004
Finance, General
Merrill Edge August 2015 - Present
Merrill Edge May 2011 - Present
Merrill Edge May 2008 - May 2011
Merrill Edge January 2005 - May 2008
Skills
Equities, Financial Services, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Securities
Education
Jacksonville University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida State University 2001 — 2004
Finance, General
Khudejah Ali Khudejah Ali's Merrill Edge Experience January 2013 - December 2013
Job Financial Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2013 - December 2013
Florida State University Financial Mathematics Club September 2010 - May 2012
MCB Bank Limited June 2010 - August 2010
ABN AMRO Bank N.V. July 2006 - September 2006
Skills
Matlab, Microsoft Excel, C++, Microsoft Office, PowerPoint, Research, Microsoft Word, Public Speaking, Customer Service, Data Analysis, Facebook, Project Planning, Strategic Planning, Analysis, Finance
Education
Florida State University 2010 — 2013
M.S, Financial Mathematics
Lahore University of Management Sciences 2006 — 2010
B.Sc. (Hons), Mathematics
Merrill Edge January 2013 - December 2013
Florida State University Financial Mathematics Club September 2010 - May 2012
MCB Bank Limited June 2010 - August 2010
ABN AMRO Bank N.V. July 2006 - September 2006
Skills
Matlab, Microsoft Excel, C++, Microsoft Office, PowerPoint, Research, Microsoft Word, Public Speaking, Customer Service, Data Analysis, Facebook, Project Planning, Strategic Planning, Analysis, Finance
Education
Florida State University 2010 — 2013
M.S, Financial Mathematics
Lahore University of Management Sciences 2006 — 2010
B.Sc. (Hons), Mathematics
William Dodge's Merrill Edge Experience August 2011 - May 2012
Job Internal Wholesaler
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
EMPOWER Retirement December 2014 - May 2015
Putnam Investments July 2014 - December 2014
Putnam Investments October 2013 - July 2014
Merrill Lynch May 2012 - October 2013
Merrill Edge August 2011 - May 2012
Metrorock 2008 - 2011
Skills
Investments, Sales, Customer Service, Series 7, Mutual Funds, 401k, Retirement, Securities, Equites
Education
Lynn University 2002 — 2006
Bachelor's degree, Hospitality Administration/Management
Prudential Financial July 2015 - Present
EMPOWER Retirement December 2014 - May 2015
Putnam Investments July 2014 - December 2014
Putnam Investments October 2013 - July 2014
Merrill Lynch May 2012 - October 2013
Merrill Edge August 2011 - May 2012
Metrorock 2008 - 2011
Skills
Investments, Sales, Customer Service, Series 7, Mutual Funds, 401k, Retirement, Securities, Equites
Education
Lynn University 2002 — 2006
Bachelor's degree, Hospitality Administration/Management
Cameron Edmiston Cameron Edmiston's Merrill Edge Experience August 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Mercyhurst Men's Lacrosse August 2012 - May 2014
Locust Hill Country Club June 2007 - August 2012
Mercyhurst University September 2007 - May 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Access, Recruiting, Project Planning, Leadership, Microsoft Office, Social Media, Sports, Coaching, Event Planning, Public Speaking
Education
Mercyhurst University 2012 — 2014
Master's degree, Organizational Leadership
Mercyhurst College 2008 — 2011
Bachelor of Arts (B.A.), Accounting
Mercyhurst College 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Merrill Edge August 2014 - Present
Mercyhurst Men's Lacrosse August 2012 - May 2014
Locust Hill Country Club June 2007 - August 2012
Mercyhurst University September 2007 - May 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Access, Recruiting, Project Planning, Leadership, Microsoft Office, Social Media, Sports, Coaching, Event Planning, Public Speaking
Education
Mercyhurst University 2012 — 2014
Master's degree, Organizational Leadership
Mercyhurst College 2008 — 2011
Bachelor of Arts (B.A.), Accounting
Mercyhurst College 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Gary Clementson, CRPC Gary Clementson, CRPC's Merrill Edge Experience November 2012 - Present
Job AVP Financial Solutions Advisor at Merrill Edge/Bank of America
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Principal Financial Group April 2011 - November 2012
Edward Jones July 2009 - April 2011
Citigroup January 2007 - March 2009
AIRECO Real Estate Corp January 2004 - January 2007
SGI Promotions, Inc June 1994 - January 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Portfolio Management, Wealth Management, Retirement, Estate Planning, Asset Managment, Series 7, 401k, IRAs, Financial Advisory, Uniform Combined State..., Series 63, Asset Allocation, Asset Management, Life Insurance, Financial Services, Finance, Mutual Funds, Mortgage Lending, Investment Advisory, Financial Planners, Commercial Banking, Wealth, Financial Planning, Series 6
Education
Adelphi University
Master of Arts (M.A.)
Leeds Metropolitan University
Bachelor of Education (B.Ed.)
Merrill Edge November 2012 - Present
Principal Financial Group April 2011 - November 2012
Edward Jones July 2009 - April 2011
Citigroup January 2007 - March 2009
AIRECO Real Estate Corp January 2004 - January 2007
SGI Promotions, Inc June 1994 - January 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Portfolio Management, Wealth Management, Retirement, Estate Planning, Asset Managment, Series 7, 401k, IRAs, Financial Advisory, Uniform Combined State..., Series 63, Asset Allocation, Asset Management, Life Insurance, Financial Services, Finance, Mutual Funds, Mortgage Lending, Investment Advisory, Financial Planners, Commercial Banking, Wealth, Financial Planning, Series 6
Education
Adelphi University
Master of Arts (M.A.)
Leeds Metropolitan University
Bachelor of Education (B.Ed.)
Benjamin A. Oxnard IV Benjamin A. Oxnard IV's Merrill Edge Experience November 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2013 - Present
Merrill Lynch June 2012 - November 2013
Mayo Clinic March 2012 - June 2012
ICF International July 2009 - June 2011
Skills
Equities, Financial Advisory, Analytics, Securities, Investment Banking, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Investments, Valuation, Retirement Planning, Corporate Finance, Employee Stock Options, Human Capital Management, Derivatives, Private Equity, Management Consulting, 401k Rollovers, Hold Series 7, Hold Series 66, Finance, Research, Customer Service, Sales, Financial Analysis, Leadership
Education
James Madison University 2005 — 2009
Bachelor of Science, Psychology
Merrill Edge November 2013 - Present
Merrill Lynch June 2012 - November 2013
Mayo Clinic March 2012 - June 2012
ICF International July 2009 - June 2011
Skills
Equities, Financial Advisory, Analytics, Securities, Investment Banking, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Investments, Valuation, Retirement Planning, Corporate Finance, Employee Stock Options, Human Capital Management, Derivatives, Private Equity, Management Consulting, 401k Rollovers, Hold Series 7, Hold Series 66, Finance, Research, Customer Service, Sales, Financial Analysis, Leadership
Education
James Madison University 2005 — 2009
Bachelor of Science, Psychology
John Zoda's Merrill Edge Experience April 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Fidelity Investments May 2014 - April 2015
Florida State University Campus Recreation, Intramural Sports August 2011 - May 2014
Merrill Lynch May 2011 - August 2011
Skills
Finacial Management, Investments, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Networking, Social Media
Education
Florida State University 2010 — 2014
Bachelor's Degree, Finance and Marketing, GPA: 3.6
Merrill Edge April 2015 - Present
Fidelity Investments May 2014 - April 2015
Florida State University Campus Recreation, Intramural Sports August 2011 - May 2014
Merrill Lynch May 2011 - August 2011
Skills
Finacial Management, Investments, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Networking, Social Media
Education
Florida State University 2010 — 2014
Bachelor's Degree, Finance and Marketing, GPA: 3.6
Jason Thieme Jason Thieme's Merrill Edge Experience June 2014 - Present
Job Financial Solutions Advisor Merrill Edge (IAT Team)
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
MetLife Solutions Group June 2013 - June 2014
Merrill Lynch May 2012 - June 2013
MetLife Bank March 2006 - March 2012
Equihome Mortgage March 2004 - December 2005
Skills
Wealth Management, Portfolio Management, Finance, Financial Risk, Loans, Credit, Mortgage Banking, Underwriting, Credit Analysis, Sales
Education
Monmouth University 1994 — 1999
BBA, Management and Finance
Merrill Edge June 2014 - Present
MetLife Solutions Group June 2013 - June 2014
Merrill Lynch May 2012 - June 2013
MetLife Bank March 2006 - March 2012
Equihome Mortgage March 2004 - December 2005
Skills
Wealth Management, Portfolio Management, Finance, Financial Risk, Loans, Credit, Mortgage Banking, Underwriting, Credit Analysis, Sales
Education
Monmouth University 1994 — 1999
BBA, Management and Finance
James Hackett James Hackett's Merrill Edge Experience January 2013 - January 2014
Job Assistant Vice President at Jefferies LLC
Industry Banking
Experience
Jefferies LLC January 2014 - Present
Merrill Edge January 2013 - January 2014
Bank of America Merrill Lynch November 2009 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Merrill Lynch April 1995 - November 2001
Merrill Lynch July 1990 - April 1995
Merrill Lynch Metals November 1986 - July 1990
Skills
Futures, Excel, Banking, Customer Service, Trading, Inventory Management, Equities, Microsoft Office, Budgeting, Options, Settlement, Cash, Client Service, Customer Relations, Settlements, Derivatives, Commodities, Back Office, Confirmations, Reconciliation, Commodity, Series 7, Series 3, NJ Life Insurance, NJ Health Insurance, Budgets, Securities, FINRA, Trading Systems, Risk Management, Hedge Funds, Account Reconciliation, Fixed Income, Financial Services, Confirmation, Client Services, Microsoft Excel, Technical Analysis
Education
Marist College 1982 — 1986
BS, Marketing
Jefferies LLC January 2014 - Present
Merrill Edge January 2013 - January 2014
Bank of America Merrill Lynch November 2009 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Merrill Lynch April 1995 - November 2001
Merrill Lynch July 1990 - April 1995
Merrill Lynch Metals November 1986 - July 1990
Skills
Futures, Excel, Banking, Customer Service, Trading, Inventory Management, Equities, Microsoft Office, Budgeting, Options, Settlement, Cash, Client Service, Customer Relations, Settlements, Derivatives, Commodities, Back Office, Confirmations, Reconciliation, Commodity, Series 7, Series 3, NJ Life Insurance, NJ Health Insurance, Budgets, Securities, FINRA, Trading Systems, Risk Management, Hedge Funds, Account Reconciliation, Fixed Income, Financial Services, Confirmation, Client Services, Microsoft Excel, Technical Analysis
Education
Marist College 1982 — 1986
BS, Marketing
David Broderick David Broderick's Merrill Edge Experience July 2014 - Present
Job Financial Advisor, Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Joseph Kane's Merrill Edge Experience June 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
The College of New Jersey August 2011 - May 2014
Neuberger Berman June 2013 - August 2013
Skills
Determined to Succeed, Leadership, Team-oriented, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Asset Management, Alternative Investments, Financial Modeling, Bloomberg, Wealth Management, Strategy, Finance, Teamwork, Microsoft Office
Education
The College of New Jersey 2011 — 2014
Bachelor of Science (B.S.), Finance, General
King's College 2010 — 2011
Accounting
Merrill Edge June 2014 - Present
The College of New Jersey August 2011 - May 2014
Neuberger Berman June 2013 - August 2013
Skills
Determined to Succeed, Leadership, Team-oriented, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Asset Management, Alternative Investments, Financial Modeling, Bloomberg, Wealth Management, Strategy, Finance, Teamwork, Microsoft Office
Education
The College of New Jersey 2011 — 2014
Bachelor of Science (B.S.), Finance, General
King's College 2010 — 2011
Accounting
Kyle Breese Kyle Breese's Merrill Edge Experience April 2011 - February 2012
Job Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch December 2011 - July 2014
Merrill Edge April 2011 - February 2012
Lynx Capital Traders September 2010 - January 2011
Skills
Microsoft Office, Financial Analysis
Education
Monmouth University 2006 — 2010
Finance, Information Technology
Merrill Lynch July 2014 - Present
Merrill Lynch December 2011 - July 2014
Merrill Edge April 2011 - February 2012
Lynx Capital Traders September 2010 - January 2011
Skills
Microsoft Office, Financial Analysis
Education
Monmouth University 2006 — 2010
Finance, Information Technology
Michael Wychers Michael Wychers's Merrill Edge Experience August 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Berkshire Hathaway HomeServices Arizona Properties October 2013 - August 2014
Extol Inc. August 2010 - August 2013
Cook Funeral Services January 2009 - August 2010
Skills
Investment Advisory..., Customer Service, Attention To Detail, Sales, Real Estate, Microsoft Office, Residential Homes, Machining, Manufacturing, Corporate Finance, Excel, Quality Systems
Education
Grand Valley State University 2008 — 2010
BBA, Finance
Grand Rapids Community College 2005 — 2008
Transfer, Pre-Business
Merrill Edge August 2014 - Present
Berkshire Hathaway HomeServices Arizona Properties October 2013 - August 2014
Extol Inc. August 2010 - August 2013
Cook Funeral Services January 2009 - August 2010
Skills
Investment Advisory..., Customer Service, Attention To Detail, Sales, Real Estate, Microsoft Office, Residential Homes, Machining, Manufacturing, Corporate Finance, Excel, Quality Systems
Education
Grand Valley State University 2008 — 2010
BBA, Finance
Grand Rapids Community College 2005 — 2008
Transfer, Pre-Business
Shaun Weber's Merrill Edge Experience June 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
T. Rowe Price February 2012 - May 2015
Skills
Series 7, Mutual Funds, 401k, Retirement, Retirement Planning, Team Leadership, Team Building, Microsoft Excel, Financial Services, Alternative Investments, Leadership, Customer Service, Public Speaking, Process Improvement, Microsoft Office, Finance, Sales, Management, Investments, Customer Satisfaction, PowerPoint, Time Management
Education
The Community College of Baltimore County 2013 — 2014
Business Administration, Management and Operations
Macomb Community College
Merrill Edge June 2015 - Present
T. Rowe Price February 2012 - May 2015
Skills
Series 7, Mutual Funds, 401k, Retirement, Retirement Planning, Team Leadership, Team Building, Microsoft Excel, Financial Services, Alternative Investments, Leadership, Customer Service, Public Speaking, Process Improvement, Microsoft Office, Finance, Sales, Management, Investments, Customer Satisfaction, PowerPoint, Time Management
Education
The Community College of Baltimore County 2013 — 2014
Business Administration, Management and Operations
Macomb Community College
Matt Barclay's Merrill Edge Experience September 2012 - Present
Job New Business Coordinator at Parady Financial Group
Industry Financial Services
Experience
Parady Financial Group July 2014 - Present
Merrill Edge September 2012 - Present
DECA May 2011 - July 2011
Carlton Fields, P.A. April 2010 - August 2010
Education
Florida State University 2008 — 2012
Parady Financial Group July 2014 - Present
Merrill Edge September 2012 - Present
DECA May 2011 - July 2011
Carlton Fields, P.A. April 2010 - August 2010
Education
Florida State University 2008 — 2012
Michael Ayres's Merrill Edge Experience April 2014 - Present
Job VP, Platform Development Manager at Merrill Edge
Industry Information Technology and Services
Experience
Merrill Edge April 2014 - Present
Paragon November 2009 - December 2013
Fidelity National Information Systems July 2003 - November 2009
WebTone Technologies 2000 - 2003
Accenture January 1997 - May 2000
HSupply 2000 - 2000
Skills
Product Management, Business Analysis, Technical Analysis, Process Engineering, Banking, Analysis, SDLC, Program Management, Business Process..., Requirements Gathering, Requirements Analysis, Process Improvement, IT Strategy, SOA, Portals, Enterprise Architecture, Visio, Business Management, Software Project..., Integration, IT Management, Management Consulting, Business Requirements, Business Process, Business Process Design, Solution Design, Project Planning, Enterprise Software, Strategy, Analytics, Software Documentation, Leadership, Project Portfolio..., Vendor Management, Business Development, PMO, PMP, Telecommunications, Solution Architecture, Management, CRM, Project Management, Business Intelligence, Business Transformation, Agile Methodologies
Education
Project Management Institute (PMI) 2014 — 2014
Project Management Professional (PMP)
St. Leo University 2005 — 2006
Accounting
Georgia Institute of Technology
MS, Health Physics
Southern Polytechnic State University
BS, Physics
Merrill Edge April 2014 - Present
Paragon November 2009 - December 2013
Fidelity National Information Systems July 2003 - November 2009
WebTone Technologies 2000 - 2003
Accenture January 1997 - May 2000
HSupply 2000 - 2000
Skills
Product Management, Business Analysis, Technical Analysis, Process Engineering, Banking, Analysis, SDLC, Program Management, Business Process..., Requirements Gathering, Requirements Analysis, Process Improvement, IT Strategy, SOA, Portals, Enterprise Architecture, Visio, Business Management, Software Project..., Integration, IT Management, Management Consulting, Business Requirements, Business Process, Business Process Design, Solution Design, Project Planning, Enterprise Software, Strategy, Analytics, Software Documentation, Leadership, Project Portfolio..., Vendor Management, Business Development, PMO, PMP, Telecommunications, Solution Architecture, Management, CRM, Project Management, Business Intelligence, Business Transformation, Agile Methodologies
Education
Project Management Institute (PMI) 2014 — 2014
Project Management Professional (PMP)
St. Leo University 2005 — 2006
Accounting
Georgia Institute of Technology
MS, Health Physics
Southern Polytechnic State University
BS, Physics
Jim Masco's Merrill Edge Experience May 2010 - Present
Job Director Merrill Edge Sales Delivery & Program Management
Industry Financial Services
Experience
Merrill Edge May 2010 - Present
Merrill Lynch August 2000 - May 2010
Summit Bank May 1996 - August 2000
Summit Bank August 1991 - May 1996
PNC Bank May 1989 - August 1991
Skills
Banking, Business Development, Change Management
Education
Kean University 1997 — 2000
Masters of Science, Management Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
BA, Economics
Merrill Edge May 2010 - Present
Merrill Lynch August 2000 - May 2010
Summit Bank May 1996 - August 2000
Summit Bank August 1991 - May 1996
PNC Bank May 1989 - August 1991
Skills
Banking, Business Development, Change Management
Education
Kean University 1997 — 2000
Masters of Science, Management Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
BA, Economics
Elvin Ramic's Merrill Edge Experience April 2015 - Present
Job Assistant Vice President Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Capital One January 2014 - April 2015
JPMorgan Chase May 2012 - January 2014
JPMorgan Chase September 2009 - December 2010
Primary Capital LLC June 2007 - February 2009
Skills
Portfolio Management, Strategic Financial..., Banking, Wealth Management, Finance, Asset Management, Financial Analysis, Retail Banking, Series 7, Investments
Education
LIU Post 2000 — 2003
Business Management, Business
Merrill Edge April 2015 - Present
Capital One January 2014 - April 2015
JPMorgan Chase May 2012 - January 2014
JPMorgan Chase September 2009 - December 2010
Primary Capital LLC June 2007 - February 2009
Skills
Portfolio Management, Strategic Financial..., Banking, Wealth Management, Finance, Asset Management, Financial Analysis, Retail Banking, Series 7, Investments
Education
LIU Post 2000 — 2003
Business Management, Business
Dennis Lyn Smith's Merrill Edge Experience December 2014 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
AXA Advisors March 2007 - December 2014
United American Insurance October 2006 - December 2006
DHI Mortgage March 2006 - October 2006
Wells Fargo Home Mortgage August 2005 - April 2006
AIM Investments 1997 - 2005
Invesco Aim 1997 - 2005
Skills
Customer Service, Customer Relations, Financial Planning
Education
Wright State University 1993 — 1996
BA, Theater Studies
Louisiana Tech University 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts
Lon Morris College 1989 — 1991
AA, Theater
Merrill Edge December 2014 - Present
AXA Advisors March 2007 - December 2014
United American Insurance October 2006 - December 2006
DHI Mortgage March 2006 - October 2006
Wells Fargo Home Mortgage August 2005 - April 2006
AIM Investments 1997 - 2005
Invesco Aim 1997 - 2005
Skills
Customer Service, Customer Relations, Financial Planning
Education
Wright State University 1993 — 1996
BA, Theater Studies
Louisiana Tech University 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts
Lon Morris College 1989 — 1991
AA, Theater
John Pereira, CFP's Merrill Edge Experience August 2011 - December 2013
Job Investment Advisor
Industry Financial Services
Experience
Fremont Bank Wealth Management January 2014 - Present
Merrill Edge August 2011 - December 2013
Citi Personal Wealth Management February 2010 - March 2011
New England Financial January 2008 - February 2010
Wells Capital Management February 1995 - August 2007
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Asset Managment, Securities, Investment Management, Investment Strategies, Bonds, Alternative Investments, Series 7, Financial Services, Wealth Management, Strategic Financial..., Asset Management
Education
Golden Gate Univeristy
MBA, Finance
Golden Gate University
BS, Finance
Fremont Bank Wealth Management January 2014 - Present
Merrill Edge August 2011 - December 2013
Citi Personal Wealth Management February 2010 - March 2011
New England Financial January 2008 - February 2010
Wells Capital Management February 1995 - August 2007
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Asset Managment, Securities, Investment Management, Investment Strategies, Bonds, Alternative Investments, Series 7, Financial Services, Wealth Management, Strategic Financial..., Asset Management
Education
Golden Gate Univeristy
MBA, Finance
Golden Gate University
BS, Finance
Jane M. Seymour's Merrill Edge Experience October 2009 - Present
Job SVP, Bank of America Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2009 - Present
Bank of America January 2009 - September 2009
Bank of America 2008 - 2009
Bank of America August 2007 - 2008
Bank of America 2006 - 2007
Bank of America 2004 - 2006
Fleet Bank 2003 - 2004
Fleet Bank 2000 - 2002
Skills
Banking, Customer Experience, Financial Services, Leadership, Change Management, CRM, Management, Metrics, Credit, Relationship Management, Project Management, Sales, Investments, Call Centers
Education
Lesley University
Merrill Edge October 2009 - Present
Bank of America January 2009 - September 2009
Bank of America 2008 - 2009
Bank of America August 2007 - 2008
Bank of America 2006 - 2007
Bank of America 2004 - 2006
Fleet Bank 2003 - 2004
Fleet Bank 2000 - 2002
Skills
Banking, Customer Experience, Financial Services, Leadership, Change Management, CRM, Management, Metrics, Credit, Relationship Management, Project Management, Sales, Investments, Call Centers
Education
Lesley University
Levi Solmose's Merrill Edge Experience May 2011 - Present
Job Regional Sales Manager NY Metro at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2011 - Present
Merrill Lynch September 2003 - Present
Education
Monmouth University 2006 — 2009
MBA, Finance
Lynchburg College 1998 — 2002
Merrill Edge May 2011 - Present
Merrill Lynch September 2003 - Present
Education
Monmouth University 2006 — 2009
MBA, Finance
Lynchburg College 1998 — 2002
Stephen Liguori's Merrill Edge Experience September 2010 - May 2011
Job Insurance agent Liguori Insurance Services
Industry Insurance
Experience
Liguori Insurance Services March 2015 - Present
GetInsured.com September 2013 - March 2015
CIGNA Voluntary October 2011 - September 2013
Merrill Edge September 2010 - May 2011
JPMorgan Chase August 2003 - September 2010
New York Community Bank May 2002 - August 2003
Murphy & Durieu August 2001 - May 2002
American Express Financial Advisors January 2000 - July 2001
Chi Iota Kappa Fraternity March 1996 - May 1999
Skills
Sales, Health Insurance, Retail Banking, Life Insurance, Leadership, Organization, Customer Service, Project Management, Portfolio Management, Management, Finance, CRM, Customer Retention, Financial Services, Insurance, Investments, Mortgage Lending
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts, Financial Economics
lindenhurst
Liguori Insurance Services March 2015 - Present
GetInsured.com September 2013 - March 2015
CIGNA Voluntary October 2011 - September 2013
Merrill Edge September 2010 - May 2011
JPMorgan Chase August 2003 - September 2010
New York Community Bank May 2002 - August 2003
Murphy & Durieu August 2001 - May 2002
American Express Financial Advisors January 2000 - July 2001
Chi Iota Kappa Fraternity March 1996 - May 1999
Skills
Sales, Health Insurance, Retail Banking, Life Insurance, Leadership, Organization, Customer Service, Project Management, Portfolio Management, Management, Finance, CRM, Customer Retention, Financial Services, Insurance, Investments, Mortgage Lending
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts, Financial Economics
lindenhurst
Paul Keifer's Merrill Edge Experience March 2013 - June 2014
Job Assistant Vice President at Bank of America/Merrill Lynch
Industry Banking
Experience
Bank of America June 2014 - Present
Merrill Edge March 2013 - June 2014
Bank of America March 2010 - March 2013
JCPenney July 2007 - January 2010
T-Mobile April 2005 - December 2006
Skills
Customer Service, Leadership, Recruiting, Marketing, Business Development, Process Improvement, Talent Acquisition, Cross Selling, Sales, Credit, Customer Experience, Negotiation, Customer Satisfaction, Sales Management, Consulting, Retail, Customer Retention, Training, Banking, Strategy, Management, Market Research, Risk Management
Education
Columbus State University 2012 — 2014
Masters of Business Administration
Michigan State University 2002 — 2007
Bachelor of Science, Retail & Merchandise Management
West Ottawa High 1999 — 2002
Bank of America June 2014 - Present
Merrill Edge March 2013 - June 2014
Bank of America March 2010 - March 2013
JCPenney July 2007 - January 2010
T-Mobile April 2005 - December 2006
Skills
Customer Service, Leadership, Recruiting, Marketing, Business Development, Process Improvement, Talent Acquisition, Cross Selling, Sales, Credit, Customer Experience, Negotiation, Customer Satisfaction, Sales Management, Consulting, Retail, Customer Retention, Training, Banking, Strategy, Management, Market Research, Risk Management
Education
Columbus State University 2012 — 2014
Masters of Business Administration
Michigan State University 2002 — 2007
Bachelor of Science, Retail & Merchandise Management
West Ottawa High 1999 — 2002
David Topper's Merrill Edge Experience September 2011 - February 2015
Job Wealth Manager at USAA
Industry Investment Management
Experience
USAA February 2015 - Present
Merrill Edge September 2011 - February 2015
Smith Barney March 2007 - July 2009
VALIC Financial Services 1999 - 2007
The University of Texas Health Science Center at Houston 1984 - 1995
Education
Lamar University
MS, I/O Psychology
University of Florida
BS
USAA February 2015 - Present
Merrill Edge September 2011 - February 2015
Smith Barney March 2007 - July 2009
VALIC Financial Services 1999 - 2007
The University of Texas Health Science Center at Houston 1984 - 1995
Education
Lamar University
MS, I/O Psychology
University of Florida
BS
Jeff Landers, CFP®'s Merrill Edge Experience January 2005 - September 2012
Job Director, Regional Sales Executive, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 1997 - Present
Bank of America Merrill Lynch September 2012 - July 2015
Merrill Edge January 2005 - September 2012
Merrill Lynch January 2000 - January 2005
Merrill Lynch December 1997 - January 2000
Education
Florida State University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Bank of America Merrill Lynch December 1997 - Present
Bank of America Merrill Lynch September 2012 - July 2015
Merrill Edge January 2005 - September 2012
Merrill Lynch January 2000 - January 2005
Merrill Lynch December 1997 - January 2000
Education
Florida State University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Mattias H. Lundberg CRPC's Merrill Edge Experience April 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
PHH Corporation December 2012 - December 2013
PHH Corporation 2005 - 2012
PHH Corporation 1998 - 2005
PHH Corporation - FKA Merrill Lynch Credit Corporation 1995 - 1998
Skills
Mortgage Lending, Credit, Loan Origination, Loans, Mortgage Banking, Risk Management, Financial Services, Process Improvement, Financial Analysis, Leadership, Management, Operations Management, Team Building, Refinance, Customer Service, Call Centers, Residential Mortgages, Interviews, Team Leadership, Strategic Planning, Training, Project Management, Forecasting, Credit Analysis, Series 7, Sales, Mutual Funds, Stocks, Trend Analysis, Swedish, Loan Officers, NMLS Licensed, Appraisals, Performance Appraisal, Tax Returns, Underwriting, Analysis, SAFE Act, Income Analysis, Series 66, Fixed Income, ETFs, Retirement Planning, CRPC
Education
Florida State University
Bachelor's Degree, Finance, Marketing, and Real Estate
Merrill Edge April 2014 - Present
PHH Corporation December 2012 - December 2013
PHH Corporation 2005 - 2012
PHH Corporation 1998 - 2005
PHH Corporation - FKA Merrill Lynch Credit Corporation 1995 - 1998
Skills
Mortgage Lending, Credit, Loan Origination, Loans, Mortgage Banking, Risk Management, Financial Services, Process Improvement, Financial Analysis, Leadership, Management, Operations Management, Team Building, Refinance, Customer Service, Call Centers, Residential Mortgages, Interviews, Team Leadership, Strategic Planning, Training, Project Management, Forecasting, Credit Analysis, Series 7, Sales, Mutual Funds, Stocks, Trend Analysis, Swedish, Loan Officers, NMLS Licensed, Appraisals, Performance Appraisal, Tax Returns, Underwriting, Analysis, SAFE Act, Income Analysis, Series 66, Fixed Income, ETFs, Retirement Planning, CRPC
Education
Florida State University
Bachelor's Degree, Finance, Marketing, and Real Estate
Robert Sakhai's Merrill Edge Experience November 2014 - Present
Job Mortgage Loan Officer at Bank of America
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
Bank of America May 2012 - November 2014
Merrill Lynch December 2010 - May 2012
AT&T Mobility November 2008 - November 2010
Enterprise Rent-a-Car 2006 - 2008
Skills
Credit, Customer Service, Loans, Credit Analysis, Banking
Education
Marshall University 2001 — 2005
BBA, Finance
Merrill Edge November 2014 - Present
Bank of America May 2012 - November 2014
Merrill Lynch December 2010 - May 2012
AT&T Mobility November 2008 - November 2010
Enterprise Rent-a-Car 2006 - 2008
Skills
Credit, Customer Service, Loans, Credit Analysis, Banking
Education
Marshall University 2001 — 2005
BBA, Finance
Seth Wax's Merrill Edge Experience August 2011 - Present
Job Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
Wachovia October 2007 - September 2011
Fidelity Investments January 2004 - October 2007
Invesmart May 2000 - February 2004
Education
College for Financial Planning
Retirement Planning
Ithaca College
Communications
Montgomery County Community College
General Studies
St Joseph's University
Business
Merrill Edge August 2011 - Present
Wachovia October 2007 - September 2011
Fidelity Investments January 2004 - October 2007
Invesmart May 2000 - February 2004
Education
College for Financial Planning
Retirement Planning
Ithaca College
Communications
Montgomery County Community College
General Studies
St Joseph's University
Business
Christopher Huxley's Merrill Edge Experience January 2012 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
Edward Jones August 2009 - November 2011
Enterprise Rent A Car May 2004 - April 2009
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BA, Business Management
Merrill Edge January 2012 - Present
Edward Jones August 2009 - November 2011
Enterprise Rent A Car May 2004 - April 2009
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BA, Business Management
Steven Michalkowski's Merrill Edge Experience August 2013 - Present
Job AVP, Financial Solutions Advisor at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Merrill Edge August 2013 - Present
AXA Advisors, LLC July 2011 - July 2013
CONI-SEAL, INC January 1996 - April 2011
Skills
Financial Needs Analysis, Business Succession..., Succession Planning, Finance, Insurance, Retirement Planning, Financial Research, Investments, Fixed Annuities, Small Business, Mutual Funds, Retirement, Wealth Management, IRAs, Estate Planning, Series 7, Investment Advisory, Asset Allocation, Series 63, Securities, Disability Insurance, Strategic Financial..., Portfolio Management, Wealth Accumulation, Life Insurance, Term Life Insurance, Long-term Care, Financial Analysis, 401k, FINRA, Employee Benefits, Health Insurance, Financial Planning
Education
Indiana Institute of Technology 1990 — 1994
BS, Accounting
Dale Carnegie Training Institute 1999 — 1999
Connecticut School of Broadcasting 2002 — 2002
Diploma, Radio/Television Broadcasting
Bank of America Merrill Lynch March 2015 - Present
Merrill Edge August 2013 - Present
AXA Advisors, LLC July 2011 - July 2013
CONI-SEAL, INC January 1996 - April 2011
Skills
Financial Needs Analysis, Business Succession..., Succession Planning, Finance, Insurance, Retirement Planning, Financial Research, Investments, Fixed Annuities, Small Business, Mutual Funds, Retirement, Wealth Management, IRAs, Estate Planning, Series 7, Investment Advisory, Asset Allocation, Series 63, Securities, Disability Insurance, Strategic Financial..., Portfolio Management, Wealth Accumulation, Life Insurance, Term Life Insurance, Long-term Care, Financial Analysis, 401k, FINRA, Employee Benefits, Health Insurance, Financial Planning
Education
Indiana Institute of Technology 1990 — 1994
BS, Accounting
Dale Carnegie Training Institute 1999 — 1999
Connecticut School of Broadcasting 2002 — 2002
Diploma, Radio/Television Broadcasting
Michael Gavin's Merrill Edge Experience 2015 - Present
Job Market Sales Manager
Industry Financial Services
Experience
Merrill Edge 2015 - Present
Merrill Edge June 2014 - Present
TD Ameritrade July 2009 - June 2014
Charles Schwab 1996 - 2009
Charles Schwab 1992 - 1996
Wheat First Securities 1990 - 1992
United States Marine Corps 1985 - 1991
Prudential Bache Securities 1988 - 1990
Skills
Series 7, Series 65, Series 9, Series 10, Sales, Fixed Annuities, Management, Uniform Combined State..., Series 24, Leadership, Finance, 401k, Life Insurance, Investment Strategies, Alternative Investments, Relationship Management, Trading, Customer Service, Private Banking, ETFs, Long-term Care, Options, Portfolio Management, Series 63, Risk Management
Education
George Mason University
Merrill Edge 2015 - Present
Merrill Edge June 2014 - Present
TD Ameritrade July 2009 - June 2014
Charles Schwab 1996 - 2009
Charles Schwab 1992 - 1996
Wheat First Securities 1990 - 1992
United States Marine Corps 1985 - 1991
Prudential Bache Securities 1988 - 1990
Skills
Series 7, Series 65, Series 9, Series 10, Sales, Fixed Annuities, Management, Uniform Combined State..., Series 24, Leadership, Finance, 401k, Life Insurance, Investment Strategies, Alternative Investments, Relationship Management, Trading, Customer Service, Private Banking, ETFs, Long-term Care, Options, Portfolio Management, Series 63, Risk Management
Education
George Mason University
Angel Ovcharov's Merrill Edge Experience June 2010 - January 2012
Job Regional Finance Liquidity Reporting DB
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch January 2012 - July 2014
Merrill Edge June 2010 - January 2012
Merrill Lynch January 2008 - June 2010
Skills
Series 7, Wealth Management, Series 63, Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Retirement Planning, Uniform Combined State..., Derivatives, Asset Allocation, Strategic Financial..., Securities, Capital Markets, Alternative Investments, Banking, Asset Managment, Investment Banking, Risk Management, Finance, ETFs, FINRA, Wealth Management..., Equity Research, Retirement, 401k, IRAs, Wealth, Financial Risk, Relationship Management, Financial Services, Cash Management, Bonds, Customer Service, Settlement, Financial Analysis, Business Analysis
Education
Jacksonville University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of North Florida 2006 — 2007
Bachelor of Business Administration (BBA), International Business
Universität Mannheim 2000 — 2004
Vordiplom, Business Administration and Management, General
Deutsche Bank July 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch January 2012 - July 2014
Merrill Edge June 2010 - January 2012
Merrill Lynch January 2008 - June 2010
Skills
Series 7, Wealth Management, Series 63, Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Retirement Planning, Uniform Combined State..., Derivatives, Asset Allocation, Strategic Financial..., Securities, Capital Markets, Alternative Investments, Banking, Asset Managment, Investment Banking, Risk Management, Finance, ETFs, FINRA, Wealth Management..., Equity Research, Retirement, 401k, IRAs, Wealth, Financial Risk, Relationship Management, Financial Services, Cash Management, Bonds, Customer Service, Settlement, Financial Analysis, Business Analysis
Education
Jacksonville University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of North Florida 2006 — 2007
Bachelor of Business Administration (BBA), International Business
Universität Mannheim 2000 — 2004
Vordiplom, Business Administration and Management, General
Christiaan Webb's Merrill Edge Experience September 2014 - Present
Job AVP Financial Solutions Advisor at Merrill Edge
Industry Banking
Experience
Merrill Edge September 2014 - Present
Bank of America July 2010 - Present
Skills
Loans, Banking, Consumer Lending, Retail Banking, Credit, Mortgage Lending, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Credit Analysis, Mortgage Banking, Cross Selling, Credit Cards, Lines Of Credit, Customer Service, Microsoft Office
Education
Florida State University 2005 — 2010
Economics and Political Science
Merrill Edge September 2014 - Present
Bank of America July 2010 - Present
Skills
Loans, Banking, Consumer Lending, Retail Banking, Credit, Mortgage Lending, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Credit Analysis, Mortgage Banking, Cross Selling, Credit Cards, Lines Of Credit, Customer Service, Microsoft Office
Education
Florida State University 2005 — 2010
Economics and Political Science
Bruce Gould's Merrill Edge Experience April 2000 - Present
Job Director, Direct Supervision Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2000 - Present
TD Waterhouse Securities March 1994 - March 2000
Skills
Investments, Mutual Funds, Series 63, Series 7, Risk Management, FINRA, Securities
Education
Hobart and William Smith Colleges 1986 — 1989
BA, Economics
Merrill Edge April 2000 - Present
TD Waterhouse Securities March 1994 - March 2000
Skills
Investments, Mutual Funds, Series 63, Series 7, Risk Management, FINRA, Securities
Education
Hobart and William Smith Colleges 1986 — 1989
BA, Economics
Sarah (Lyons) Stanishewski's Merrill Edge Experience September 2014 - Present
Job Trade Elevation at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Pershing August 2011 - August 2013
Pershing March 2010 - August 2011
Nuveen Investments February 2008 - December 2009
PFPC December 2006 - February 2008
Skills
Series 7, Series 65, Series 63
Education
St. Joseph's University 2011 — 2013
Master's degree, In Progress
Houghton College 2002 — 2006
B.S., Business Administration
Merrill Edge September 2014 - Present
Pershing August 2011 - August 2013
Pershing March 2010 - August 2011
Nuveen Investments February 2008 - December 2009
PFPC December 2006 - February 2008
Skills
Series 7, Series 65, Series 63
Education
St. Joseph's University 2011 — 2013
Master's degree, In Progress
Houghton College 2002 — 2006
B.S., Business Administration
Tom Wiegand's Merrill Edge Experience May 2012 - May 2014
Job Internal Wholesaler at Capital Group
Industry Investment Management
Experience
American Funds June 2014 - Present
Merrill Edge May 2012 - May 2014
Merrill Lynch February 2011 - May 2012
Coastal Carolina University June 2010 - February 2011
Wasserman Media Group October 2008 - May 2010
Skills
Financial Management..., Sales Leadership..., Sales, Consulting, Contract Negotiation, Business Relationship..., Stock Market, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Series 7, Mutual Funds, Retirement, Investment Advisory, Sports Marketing, Start-ups, Bonds, 401k, FINRA, Securities, IRAs, ETFs, Fixed Income, Asset Allocation, Finance, Asset Management
Education
Kent State University 2003 — 2008
Bachelors, Business Management and Marketing with Focuses in Finance and Accounting
American Funds June 2014 - Present
Merrill Edge May 2012 - May 2014
Merrill Lynch February 2011 - May 2012
Coastal Carolina University June 2010 - February 2011
Wasserman Media Group October 2008 - May 2010
Skills
Financial Management..., Sales Leadership..., Sales, Consulting, Contract Negotiation, Business Relationship..., Stock Market, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Series 7, Mutual Funds, Retirement, Investment Advisory, Sports Marketing, Start-ups, Bonds, 401k, FINRA, Securities, IRAs, ETFs, Fixed Income, Asset Allocation, Finance, Asset Management
Education
Kent State University 2003 — 2008
Bachelors, Business Management and Marketing with Focuses in Finance and Accounting
Severin Bergeron's Merrill Edge Experience July 2014 - Present
Job Investment Consultant with Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
AXA Advisors November 2013 - July 2014
State of Connecticut May 2010 - November 2013
Fidelity Investments October 2000 - April 2010
Skills
Investments, Financial Services, Strategic Financial..., Retirement, Securities, Equities, Retirement Planning, Series 63, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Relationship Management, Financial Analysis, FINRA, Investment Strategies
Education
Johnson & Wales University 2004 — 2006
MBA, Finance
Worcester State University 1994 — 1997
BS, Business
Merrill Edge July 2014 - Present
AXA Advisors November 2013 - July 2014
State of Connecticut May 2010 - November 2013
Fidelity Investments October 2000 - April 2010
Skills
Investments, Financial Services, Strategic Financial..., Retirement, Securities, Equities, Retirement Planning, Series 63, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Relationship Management, Financial Analysis, FINRA, Investment Strategies
Education
Johnson & Wales University 2004 — 2006
MBA, Finance
Worcester State University 1994 — 1997
BS, Business
Jason Misiano's Merrill Edge Experience July 2014 - January 2015
Job Vice President, Contact Center Director at Salem Five Bank
Industry Financial Services
Experience
Salem Five Bank January 2015 - Present
Merrill Edge July 2014 - January 2015
Merrill Edge April 2013 - July 2014
Merrill Edge September 2011 - April 2013
Merrill Edge July 2006 - September 2011
Banc of America Investment Services, Inc. July 2006 - June 2007
Brown & Company; J.P. Morgan Chase July 2003 - July 2006
Brownco September 2000 - June 2003
Morgan Stanley Smith Barney April 1999 - June 2000
McLaughlin, Piven & Vogel Securities January 1999 - April 1999
Skills
Equities
Education
Hofstra University 1994 — 1998
Hofstra University
Bachelor, Business Administration; Banking and Finance
Salem Five Bank January 2015 - Present
Merrill Edge July 2014 - January 2015
Merrill Edge April 2013 - July 2014
Merrill Edge September 2011 - April 2013
Merrill Edge July 2006 - September 2011
Banc of America Investment Services, Inc. July 2006 - June 2007
Brown & Company; J.P. Morgan Chase July 2003 - July 2006
Brownco September 2000 - June 2003
Morgan Stanley Smith Barney April 1999 - June 2000
McLaughlin, Piven & Vogel Securities January 1999 - April 1999
Skills
Equities
Education
Hofstra University 1994 — 1998
Hofstra University
Bachelor, Business Administration; Banking and Finance
Dena Lewis's Merrill Edge Experience October 2013 - Present
Job Vice PresidentFinancial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Merrill Lynch June 2003 - October 2013
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Strategies, Leadership, Securities
Education
Georgia State University 2011 — 2012
Masters of Science, Finance
Spelman College 1994 — 1998
Bachelors of Arts, Economics
Merrill Edge October 2013 - Present
Merrill Lynch June 2003 - October 2013
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Strategies, Leadership, Securities
Education
Georgia State University 2011 — 2012
Masters of Science, Finance
Spelman College 1994 — 1998
Bachelors of Arts, Economics
John T. Edwards's Merrill Edge Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Skills
Series 7, Series 66, NMLS, Mutual Funds, Asset Allocation, Securities, Mortgage Lending, Credit, Loans, Finance, Retirement, Financial Advisory, Insurance, Banking, Wealth Management
Education
Lynn University 2009 — 2010
M.S.
Lafayette College 2003 — 2007
B.A.
Merrill Edge September 2014 - Present
Skills
Series 7, Series 66, NMLS, Mutual Funds, Asset Allocation, Securities, Mortgage Lending, Credit, Loans, Finance, Retirement, Financial Advisory, Insurance, Banking, Wealth Management
Education
Lynn University 2009 — 2010
M.S.
Lafayette College 2003 — 2007
B.A.
Michael Calagna's Merrill Edge Experience October 2014 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
National Securities October 2009 - June 2014
Skills
Series 7, Series 63, Equities, Investment Advisory, Wealth Management, Investment Strategies, Equity Trading, Capital Markets, Financial Markets, ETFs, Financial Services, Series 66
Education
Manhattan College 2007 — 2009
B.A., Finance
University of South Carolina-Columbia
Merrill Edge October 2014 - Present
National Securities October 2009 - June 2014
Skills
Series 7, Series 63, Equities, Investment Advisory, Wealth Management, Investment Strategies, Equity Trading, Capital Markets, Financial Markets, ETFs, Financial Services, Series 66
Education
Manhattan College 2007 — 2009
B.A., Finance
University of South Carolina-Columbia
Edith Davis's Merrill Edge Experience August 2012 - July 2013
Job Banking and Securities
Industry Financial Services
Experience
Merrill Edge August 2012 - July 2013
Citibank 2009 - 2010
Skills
Series 7, Series 66, Mutual Funds, Financial Analysis, Securities, Investments, Asset Management, Equities, Financial Services, Financial Advisory, Investment Strategies, Finance, Banking
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
Masters of Accounting and Financial Managment, Accounting and Finance
Jacksonville University 2003 — 2004
MBA, Business
Merrill Edge August 2012 - July 2013
Citibank 2009 - 2010
Skills
Series 7, Series 66, Mutual Funds, Financial Analysis, Securities, Investments, Asset Management, Equities, Financial Services, Financial Advisory, Investment Strategies, Finance, Banking
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
Masters of Accounting and Financial Managment, Accounting and Finance
Jacksonville University 2003 — 2004
MBA, Business
Ramin Naghshineh's Merrill Edge Experience 2015 - Present
Job .
Industry Financial Services
Experience
Merrill Edge 2015 - Present
Bank of America 2010 - February 2015
NASC CO. LTD 2004 - February 2015
pl safety signs 2008 - 2013
Haghighat Fard pharmacy 2000 - 2008
Atinegar Engineers Co 2000 - 2003
Education
Islamic Azad University
Kaplan University
University of California, Irvine
Merrill Edge 2015 - Present
Bank of America 2010 - February 2015
NASC CO. LTD 2004 - February 2015
pl safety signs 2008 - 2013
Haghighat Fard pharmacy 2000 - 2008
Atinegar Engineers Co 2000 - 2003
Education
Islamic Azad University
Kaplan University
University of California, Irvine
Louis Stradling's Merrill Edge Experience June 2015 - Present
Job Series 7 and 66 licensed professional. Interested in Real Estate, Investing, and Entrepreneurship. Seeking mentors.
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Vanguard December 2013 - June 2015
Beehive Federal Credit Union June 2013 - December 2013
Syringa Wireless, LLC September 2012 - March 2013
Desert Schools Federal Credit Union September 2011 - May 2012
Desert Schools Federal Credit Union January 2010 - August 2011
The Church of Jesus Christ of Latter-day Saints November 2007 - November 2009
Century Marine June 2006 - November 2007
PC Services, Inc October 2003 - May 2004
Skills
Banking, Sales, Credit, Microsoft Excel, Credit Unions, Deposits, Loans, IRAs, Time Management, Portfolio Management, Investments, CRM, Financial Analysis, Checking, IRA's, Customer Oriented, Capsim, Spanish-speaking, Spanish-English, Inspiring People, Series 7, Finance, Customer Service, Mutual Funds, Series 63, Wealth Management, Financial Services, Consumer Lending
Education
BYU-Idaho 2012 — 2014
Bachelor of Science (B.S.), Business Management, 3.49
Scottsdale Community College 2010 — 2012
Associate's degree, Business/Commerce, General, 3.67
Mesa Community College 2006 — 2007
General Studies/Business
Mountain View High School 2004 — 2006
High School Diploma, General Education
Merrill Edge June 2015 - Present
Vanguard December 2013 - June 2015
Beehive Federal Credit Union June 2013 - December 2013
Syringa Wireless, LLC September 2012 - March 2013
Desert Schools Federal Credit Union September 2011 - May 2012
Desert Schools Federal Credit Union January 2010 - August 2011
The Church of Jesus Christ of Latter-day Saints November 2007 - November 2009
Century Marine June 2006 - November 2007
PC Services, Inc October 2003 - May 2004
Skills
Banking, Sales, Credit, Microsoft Excel, Credit Unions, Deposits, Loans, IRAs, Time Management, Portfolio Management, Investments, CRM, Financial Analysis, Checking, IRA's, Customer Oriented, Capsim, Spanish-speaking, Spanish-English, Inspiring People, Series 7, Finance, Customer Service, Mutual Funds, Series 63, Wealth Management, Financial Services, Consumer Lending
Education
BYU-Idaho 2012 — 2014
Bachelor of Science (B.S.), Business Management, 3.49
Scottsdale Community College 2010 — 2012
Associate's degree, Business/Commerce, General, 3.67
Mesa Community College 2006 — 2007
General Studies/Business
Mountain View High School 2004 — 2006
High School Diploma, General Education
Eric Lathrop's Merrill Edge Experience August 2014 - Present
Job Emerging Professional and Entrepreneur with a Focus on Customer Service
Industry Investment Management
Experience
Merrill Edge August 2014 - Present
Publix September 2005 - Present
TITLE Boxing Club June 2014 - November 2014
PHH Mortgage September 2011 - April 2014
Jacksonville Events July 2011 - September 2011
Piggly Wiggly Carolina October 2002 - May 2004
Skills
Leadership Development, Team Motivator, Commercial Pilot, Management, Leadership, Marketing, Customer Service, Inventory Management, Customer Satisfaction, Retail, Time Management, Merchandising, Sales, Team Building, Forecasting, Process Scheduler, Team Leadership, Teamwork, Employee Training, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Finance
Education
Jacksonville University 2005 — 2010
Aviation Management, Aviation Operations, Management, and Music Performance
Delta Connection Academy 2004 — 2009
Private and Commercial Pilot License and Instrument Rating, Aviation Operations
Merrill Edge August 2014 - Present
Publix September 2005 - Present
TITLE Boxing Club June 2014 - November 2014
PHH Mortgage September 2011 - April 2014
Jacksonville Events July 2011 - September 2011
Piggly Wiggly Carolina October 2002 - May 2004
Skills
Leadership Development, Team Motivator, Commercial Pilot, Management, Leadership, Marketing, Customer Service, Inventory Management, Customer Satisfaction, Retail, Time Management, Merchandising, Sales, Team Building, Forecasting, Process Scheduler, Team Leadership, Teamwork, Employee Training, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Finance
Education
Jacksonville University 2005 — 2010
Aviation Management, Aviation Operations, Management, and Music Performance
Delta Connection Academy 2004 — 2009
Private and Commercial Pilot License and Instrument Rating, Aviation Operations
Lloyd Jr. Archibald's Merrill Edge Experience July 2012 - August 2013
Job Private Client Banker at J.PMorgan Chase N.A.
Industry Financial Services
Experience
J.PMorgan Chase September 2013 - Present
Merrill Edge July 2012 - August 2013
Merrill Lynch August 2011 - January 2012
Sleiman Enterprises April 1998 - February 2011
The Ritz-Carlton Hotel Company LLC April 1991 - December 1997
HOOTERS PRO GOLF TOUR January 1992 - June 1997
Skills
Customer Relations, Customer Service, Golf, Sales, Investment Strategies, Portfolio Management, Management, Investments, Team Building
Education
Jacksonville University 1989 — 1992
Bachelor of Science, Business Administration
Guilford College
J.PMorgan Chase September 2013 - Present
Merrill Edge July 2012 - August 2013
Merrill Lynch August 2011 - January 2012
Sleiman Enterprises April 1998 - February 2011
The Ritz-Carlton Hotel Company LLC April 1991 - December 1997
HOOTERS PRO GOLF TOUR January 1992 - June 1997
Skills
Customer Relations, Customer Service, Golf, Sales, Investment Strategies, Portfolio Management, Management, Investments, Team Building
Education
Jacksonville University 1989 — 1992
Bachelor of Science, Business Administration
Guilford College
Candace Henry's Merrill Edge Experience June 2014 - Present
Job Virtual Client Associate at Merrill Edge
Industry Legal Services
Experience
Merrill Edge June 2014 - Present
Bank of America: Merrill Lynch (via Aerotek) September 2013 - June 2014
Gain Capital (via OfficeTeam) August 2013 - September 2013
Skey & Bhattacharya LLC Attorneys-At-Law (via J&J Staffing) June 2013 - July 2013
Great Tastes Confections & Catering May 2012 - September 2012
Skills
Time Management, Organization, Highly personable, Solution Implementation, Efficent, Management, Teamwork
Education
Johnson and Wales University 2009 — 2013
Bachelor of Science (BS), International Business
Franklin High School 2005 — 2009
Diploma
Merrill Edge June 2014 - Present
Bank of America: Merrill Lynch (via Aerotek) September 2013 - June 2014
Gain Capital (via OfficeTeam) August 2013 - September 2013
Skey & Bhattacharya LLC Attorneys-At-Law (via J&J Staffing) June 2013 - July 2013
Great Tastes Confections & Catering May 2012 - September 2012
Skills
Time Management, Organization, Highly personable, Solution Implementation, Efficent, Management, Teamwork
Education
Johnson and Wales University 2009 — 2013
Bachelor of Science (BS), International Business
Franklin High School 2005 — 2009
Diploma
Jocelyn Stark's Merrill Edge Experience September 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
New York Life Insurance Company June 2013 - April 2014
Medina Law Group April 2012 - November 2012
MRM worldwide February 2011 - November 2011
Jacobsen Associates, Inc. February 2009 - April 2010
Montgomery School September 2005 - August 2008
Vanguard December 1999 - November 2001
Skills
Securities, Mutual Funds, Fixed Income, Financial Advisory, Workflow Management, Data Analysis, Team Leadership
Education
West Chester University of Pennsylvania 2002 — 2004
•PA Professional Personnel Certificate, Elementary Education and Teaching
York College of Pennsylvania 1995 — 1997
Bachelor of Arts (BA), History
Gettysburg College 1993 — 1995
History
Merrill Edge September 2014 - Present
New York Life Insurance Company June 2013 - April 2014
Medina Law Group April 2012 - November 2012
MRM worldwide February 2011 - November 2011
Jacobsen Associates, Inc. February 2009 - April 2010
Montgomery School September 2005 - August 2008
Vanguard December 1999 - November 2001
Skills
Securities, Mutual Funds, Fixed Income, Financial Advisory, Workflow Management, Data Analysis, Team Leadership
Education
West Chester University of Pennsylvania 2002 — 2004
•PA Professional Personnel Certificate, Elementary Education and Teaching
York College of Pennsylvania 1995 — 1997
Bachelor of Arts (BA), History
Gettysburg College 1993 — 1995
History
Bethany Webb's Merrill Edge Experience March 2013 - December 2013
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Edge March 2013 - December 2013
Merrill Edge September 2009 - February 2013
Skills
RETIREMENT EDUCATION..., Retirement Planning
Education
Florida State University 2005 — 2009
Bachelor's degree, Parks, Recreation and Leisure Studies
Merrill Lynch January 2014 - Present
Merrill Edge March 2013 - December 2013
Merrill Edge September 2009 - February 2013
Skills
RETIREMENT EDUCATION..., Retirement Planning
Education
Florida State University 2005 — 2009
Bachelor's degree, Parks, Recreation and Leisure Studies
Chris Hovey, CRPC®'s Merrill Edge Experience May 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2012 - Present
Small Business Insurance Agency August 2010 - May 2012
Skills
Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Equities, Asset Allocation, Fixed Income, FINRA, Investment Advisory, Investment Strategies, Retirement, Portfolio Management, Series 65, Asset Management, Strategic Financial..., Financial Advisory, Financial Services, Fixed Annuities, Investment Management, 401k, Bonds, Series 6, Life Insurance, Insurance, Credit, Banking, Mortgage Lending, Finance, Loans, Wealth Management..., Sales, IRAs, Variable Annuities, Long Term Care Insurance, Long-term Care, 401k Rollovers, Roth IRA, Term Life Insurance, Financial Planning, ETFs, Leadership, Customer Service
Education
Hobart College 1996 — 2002
Bachelor's degree, Philosophy
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
Merrill Edge May 2012 - Present
Small Business Insurance Agency August 2010 - May 2012
Skills
Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Equities, Asset Allocation, Fixed Income, FINRA, Investment Advisory, Investment Strategies, Retirement, Portfolio Management, Series 65, Asset Management, Strategic Financial..., Financial Advisory, Financial Services, Fixed Annuities, Investment Management, 401k, Bonds, Series 6, Life Insurance, Insurance, Credit, Banking, Mortgage Lending, Finance, Loans, Wealth Management..., Sales, IRAs, Variable Annuities, Long Term Care Insurance, Long-term Care, 401k Rollovers, Roth IRA, Term Life Insurance, Financial Planning, ETFs, Leadership, Customer Service
Education
Hobart College 1996 — 2002
Bachelor's degree, Philosophy
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
Chip Hendrick's Merrill Edge Experience November 2014 - Present
Job Premium Elite Relationship Manager at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge November 2014 - Present
Deutsche Bank October 2008 - November 2014
Skills
Investment Banking, Risk Management, Project Management, Equities, Financial Analysis, Capital Markets, Derivatives, Microsoft Excel, Options Strategies, Fixed Income
Education
Kettering University 1982 — 1987
Bachelor of Science (BS), Mechanical Engineering
Kettering University
B.S. in Mechancial Engineering
Merrill Edge November 2014 - Present
Deutsche Bank October 2008 - November 2014
Skills
Investment Banking, Risk Management, Project Management, Equities, Financial Analysis, Capital Markets, Derivatives, Microsoft Excel, Options Strategies, Fixed Income
Education
Kettering University 1982 — 1987
Bachelor of Science (BS), Mechanical Engineering
Kettering University
B.S. in Mechancial Engineering
Sean MacPhee's Merrill Edge Experience June 2015 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
PayPal May 2014 - June 2015
Kona Grill April 2012 - May 2014
Skills
Finance
Education
Mesa Community College 2012 — 2014
Economics
Merrill Edge June 2015 - Present
PayPal May 2014 - June 2015
Kona Grill April 2012 - May 2014
Skills
Finance
Education
Mesa Community College 2012 — 2014
Economics
Jordan Barker's Merrill Edge Experience May 2011 - July 2013
Job AVP, Sr. Group Operations Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Edge May 2011 - July 2013
Deutsche Bank February 2010 - May 2011
Skills
Series 7, Securities, FINRA, Financial Services
Education
Florida State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Merrill Lynch July 2013 - Present
Merrill Edge May 2011 - July 2013
Deutsche Bank February 2010 - May 2011
Skills
Series 7, Securities, FINRA, Financial Services
Education
Florida State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
CIBC Wood Gundy
Lloyds Banking Group