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
Greg Folk Greg Folk's Merrill Edge Experience February 2012 - Present
Job Assistant Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2012 - Present
Merrill Lynch 2010 - February 2012
Aura Restaurant May 2010 - October 2010
Los Angeles & Europe March 2008 - May 2010
UCLA June 2006 - July 2008
Soccer Depot June 2001 - September 2002
Skills
Series 7, Creative Problem Solving, Business Development, Business Analysis, Technology, Series 63, Series 65, Personal Financial..., Insurance, Financial Analysis, Business Strategy, Athletics, Soccer, Microsoft Office, Microsoft Excel, Outlook, Coaching, PowerPoint, Investments, Retirement Planning, Wealth Management, Certified Financial..., Management
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
UCLA 2004 — 2008
Bachelor of Arts, Economics
Merrill Edge February 2012 - Present
Merrill Lynch 2010 - February 2012
Aura Restaurant May 2010 - October 2010
Los Angeles & Europe March 2008 - May 2010
UCLA June 2006 - July 2008
Soccer Depot June 2001 - September 2002
Skills
Series 7, Creative Problem Solving, Business Development, Business Analysis, Technology, Series 63, Series 65, Personal Financial..., Insurance, Financial Analysis, Business Strategy, Athletics, Soccer, Microsoft Office, Microsoft Excel, Outlook, Coaching, PowerPoint, Investments, Retirement Planning, Wealth Management, Certified Financial..., Management
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
UCLA 2004 — 2008
Bachelor of Arts, Economics
Eric Razzi Eric Razzi's Merrill Edge Experience December 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2012 - Present
UBS December 2009 - November 2012
Education
Richard Stockton College of New Jersey 2006 — 2009
BS, Finance
Merrill Edge December 2012 - Present
UBS December 2009 - November 2012
Education
Richard Stockton College of New Jersey 2006 — 2009
BS, Finance
Amanda Ladd Amanda Ladd's Merrill Edge Experience February 2015 - July 2015
Job Assisstant Vice President, Customer Segment Analyst at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2015 - July 2015
Merrill Edge January 2013 - February 2015
Merrill Edge September 2012 - January 2013
Merrill Edge March 2011 - September 2012
Merrill Edge July 2010 - March 2011
Skills
Series 7, Series 66, Uniform Combined State..., Management, Leadership, Customer Service
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Merrill Edge February 2015 - July 2015
Merrill Edge January 2013 - February 2015
Merrill Edge September 2012 - January 2013
Merrill Edge March 2011 - September 2012
Merrill Edge July 2010 - March 2011
Skills
Series 7, Series 66, Uniform Combined State..., Management, Leadership, Customer Service
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Marcus Henderson Marcus Henderson's Merrill Edge Experience June 2013 - July 2014
Job Investment Associate at Investors' Security Trust
Industry Investment Management
Experience
Investors' Security Trust August 2014 - Present
Merrill Edge June 2013 - July 2014
Merrill Lynch May 2011 - June 2013
BofA Merrill Lynch September 2010 - January 2011
Suncoast Beverage Sales Ltd. May 2009 - August 2009
DRMP May 2007 - August 2007
Skills
Investments, Series 7, Wealth Management, Investment Strategies
Education
University of Florida 2006 — 2010
BS, Economics
Fort Myers Senior High School 2002 — 2006
Investors' Security Trust August 2014 - Present
Merrill Edge June 2013 - July 2014
Merrill Lynch May 2011 - June 2013
BofA Merrill Lynch September 2010 - January 2011
Suncoast Beverage Sales Ltd. May 2009 - August 2009
DRMP May 2007 - August 2007
Skills
Investments, Series 7, Wealth Management, Investment Strategies
Education
University of Florida 2006 — 2010
BS, Economics
Fort Myers Senior High School 2002 — 2006
Jennifer Aringdale Jennifer Aringdale's Merrill Edge Experience October 2011 - Present
Job Senior Operations Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2011 - Present
One Ocean Resort Hotel & Spa May 2009 - October 2011
SAVVY Events October 2008 - May 2009
Gaylord Entertainment August 2006 - August 2008
Skills
Event Management, Event Planning, Hospitality, Hotels, Catering, Leadership, Resorts, Sales, Budgets, Meeting Planning, Hospitality Management, Hospitality Industry, Hotel Management, Banquets, Revenue Analysis, Food & Beverage, Corporate Events, Tourism, Restaurants
Education
University of Central Florida 2004 — 2008
Bachelor of Science, Hospitality Management; Event Management
Merrill Edge October 2011 - Present
One Ocean Resort Hotel & Spa May 2009 - October 2011
SAVVY Events October 2008 - May 2009
Gaylord Entertainment August 2006 - August 2008
Skills
Event Management, Event Planning, Hospitality, Hotels, Catering, Leadership, Resorts, Sales, Budgets, Meeting Planning, Hospitality Management, Hospitality Industry, Hotel Management, Banquets, Revenue Analysis, Food & Beverage, Corporate Events, Tourism, Restaurants
Education
University of Central Florida 2004 — 2008
Bachelor of Science, Hospitality Management; Event Management
Leslie Biggers Leslie Biggers's Merrill Edge Experience August 2011 - December 2014
Job Financial Professional
Industry Financial Services
Experience
Wells Fargo (Contractor) July 2015 - Present
Merrill Edge August 2011 - December 2014
NPC/AXA Advisors 2009 - 2011
SF Bay Area Agency June 2008 - November 2008
J.P. King Advisors, Inc. August 2004 - April 2008
Skills
Financial Services, Financial Advisory, Series 63, Finance, Asset Allocation, Uniform Combined State..., Wealth Management, Series 7, Investments, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Portfolio Management, FINRA, ETFs, Insurance, Fixed Annuities, Financial Planning
Education
University of California, Berkeley 2005 — 2007
Certificate in Personal Financial Planning, Personal Financial Planning
University of San Francisco 2001 — 2004
Bachelor of Science (B.S.), Applied Economics
Wells Fargo (Contractor) July 2015 - Present
Merrill Edge August 2011 - December 2014
NPC/AXA Advisors 2009 - 2011
SF Bay Area Agency June 2008 - November 2008
J.P. King Advisors, Inc. August 2004 - April 2008
Skills
Financial Services, Financial Advisory, Series 63, Finance, Asset Allocation, Uniform Combined State..., Wealth Management, Series 7, Investments, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Portfolio Management, FINRA, ETFs, Insurance, Fixed Annuities, Financial Planning
Education
University of California, Berkeley 2005 — 2007
Certificate in Personal Financial Planning, Personal Financial Planning
University of San Francisco 2001 — 2004
Bachelor of Science (B.S.), Applied Economics
William Wojciechowski's Merrill Edge Experience September 2014 - Present
Job Allied Wealth Partners
Industry Financial Services
Experience
Allied Wealth Partners June 2015 - Present
Merrill Edge September 2014 - Present
New Jersey Lacrosse Club June 2012 - Present
Blue Fox Studios May 2012 - January 2013
Valley Recycling December 2011 - January 2013
University of Delaware Men's Lacrosse September 2009 - January 2013
Lacrosse June 2008 - June 2012
True North Lacrosse June 2007 - June 2009
Skills
Sports, Public Speaking, Athletics, PowerPoint, Microsoft Office, Research, Editing, Leadership Development, Teamwork, Conversant in German, Organizational..., Strategic Leadership, Situational Leadership, Coaching, Teaching, Management
Education
University of Delaware 2009 — 2014
Organization and Communal Leadership
Allied Wealth Partners June 2015 - Present
Merrill Edge September 2014 - Present
New Jersey Lacrosse Club June 2012 - Present
Blue Fox Studios May 2012 - January 2013
Valley Recycling December 2011 - January 2013
University of Delaware Men's Lacrosse September 2009 - January 2013
Lacrosse June 2008 - June 2012
True North Lacrosse June 2007 - June 2009
Skills
Sports, Public Speaking, Athletics, PowerPoint, Microsoft Office, Research, Editing, Leadership Development, Teamwork, Conversant in German, Organizational..., Strategic Leadership, Situational Leadership, Coaching, Teaching, Management
Education
University of Delaware 2009 — 2014
Organization and Communal Leadership
Ryan S. McDaniel's Merrill Edge Experience January 2013 - January 2015
Job Wealth Management Advisor
Industry Financial Services
Experience
Chaney Capital Management January 2015 - Present
Merrill Edge January 2013 - January 2015
USAA October 2009 - March 2011
Planto Roe Financial Services October 2008 - May 2009
Skills
Series 7, Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Life Insurance, Investments, Life, Retirement, 529 Plans, Customer Service, Term Life Insurance, Strategic Financial..., Insurance, Retirement Planning, Series 63, Series 65, Estate Planning, Wealth Management, CRPC, AAMS, IRAs, Financial Planning, Finance, Financial Services, Microsoft Office
Education
Texas State University-San Marcos 2004 — 2008
BBA, Management, Criminal justice, Magna Cum Laude
Chaney Capital Management January 2015 - Present
Merrill Edge January 2013 - January 2015
USAA October 2009 - March 2011
Planto Roe Financial Services October 2008 - May 2009
Skills
Series 7, Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Life Insurance, Investments, Life, Retirement, 529 Plans, Customer Service, Term Life Insurance, Strategic Financial..., Insurance, Retirement Planning, Series 63, Series 65, Estate Planning, Wealth Management, CRPC, AAMS, IRAs, Financial Planning, Finance, Financial Services, Microsoft Office
Education
Texas State University-San Marcos 2004 — 2008
BBA, Management, Criminal justice, Magna Cum Laude
Patrick Yu, MBA Patrick Yu, MBA's Merrill Edge Experience April 2012 - May 2015
Job Sales and Marketing Professional
Industry Hospitality
Experience
Merrill Edge April 2012 - May 2015
Steben & Company, Inc. November 2010 - April 2012
Wells Fargo Advisors December 2009 - October 2010
Citigroup April 2007 - December 2009
Ameriprise Financial August 2005 - January 2007
Skills
Relationship Marketing, Sales, Relationship Management, Community Outreach, Sales Management, FINRA, Series 7, Financial Services, Wealth Management, Banking, Financial Planning, Life Insurance, Investments, Financial Analysis, Insurance, Uniform Combined State..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Finance, Financial Modeling, Mutual Funds
Education
University of Maryland College Park 2012 — 2015
Masters of Business Administration, MBA
The College of New Jersey 2001 — 2005
Bachelor of Science, Business - Information Systems
Merrill Edge April 2012 - May 2015
Steben & Company, Inc. November 2010 - April 2012
Wells Fargo Advisors December 2009 - October 2010
Citigroup April 2007 - December 2009
Ameriprise Financial August 2005 - January 2007
Skills
Relationship Marketing, Sales, Relationship Management, Community Outreach, Sales Management, FINRA, Series 7, Financial Services, Wealth Management, Banking, Financial Planning, Life Insurance, Investments, Financial Analysis, Insurance, Uniform Combined State..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Finance, Financial Modeling, Mutual Funds
Education
University of Maryland College Park 2012 — 2015
Masters of Business Administration, MBA
The College of New Jersey 2001 — 2005
Bachelor of Science, Business - Information Systems
Andrew Hernandez Andrew Hernandez's Merrill Edge Experience November 2011 - Present
Job Complex Operations Manager at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
Merrill Edge November 2011 - Present
Federated Investors February 2010 - April 2011
Chase February 2007 - October 2009
Wells Fargo May 2005 - August 2005
Education
University of Houston-Victoria 2012 — 2016
Master of Business Administration (MBA), 3.5
Texas A&M University 2002 — 2006
Bachelor of Science (BS)
UBS November 2014 - Present
Merrill Edge November 2011 - Present
Federated Investors February 2010 - April 2011
Chase February 2007 - October 2009
Wells Fargo May 2005 - August 2005
Education
University of Houston-Victoria 2012 — 2016
Master of Business Administration (MBA), 3.5
Texas A&M University 2002 — 2006
Bachelor of Science (BS)
Michael Dunavant Michael Dunavant's Merrill Edge Experience March 2001 - May 2002
Job Financial Wellness Specialist
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Waddell & Reed September 2013 - June 2015
Merrill Lynch April 2011 - April 2012
Merrill Lynch April 2009 - April 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch Princeton Branch Office March 2005 - July 2006
Merrill Lynch May 2002 - March 2005
Merrill Edge March 2001 - May 2002
Skills
Raising Financially..., Life Transitions, Career Transitioning, Business Continuity..., Six Sigma, Analysis, Transition Management, Project Management, How to treat your...
Education
University of Arkansas at Fayetteville 1995 — 2000
Bachelor of Science (BS), 1) Financial Management 2) International Business and Economics; an emphasis in Asian Studies
Merrill Lynch June 2015 - Present
Waddell & Reed September 2013 - June 2015
Merrill Lynch April 2011 - April 2012
Merrill Lynch April 2009 - April 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch Princeton Branch Office March 2005 - July 2006
Merrill Lynch May 2002 - March 2005
Merrill Edge March 2001 - May 2002
Skills
Raising Financially..., Life Transitions, Career Transitioning, Business Continuity..., Six Sigma, Analysis, Transition Management, Project Management, How to treat your...
Education
University of Arkansas at Fayetteville 1995 — 2000
Bachelor of Science (BS), 1) Financial Management 2) International Business and Economics; an emphasis in Asian Studies
Lisa Quach, CFP® Lisa Quach, CFP®'s Merrill Edge Experience August 2014 - November 2014
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Merrill Edge August 2014 - November 2014
Merrill Edge September 2011 - August 2014
Fidelity Investments January 2010 - September 2011
Citigroup February 2008 - January 2010
Bank of America March 2007 - February 2008
Citi Group April 2006 - March 2007
Skills
Series 7, Series 66, Health Insurance, Fixed Annuities, Whole Life, Roth IRA, 401k Rollovers, 529 Plans, Rollovers, College Savings Plans, Closed-end Funds, ETFs, Insurance Planning, Stocks, Retail Brokerage, Retail Banking, FINRA, Uniform Combined State..., Financial Planners, Financial Services, Financial Advisory, Portfolio Management, Brokers, Banking, Finance, Retirement Planning, Investments, Financial Planning, Mutual Funds, Leadership, Wealth Management
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (B.S.), Business Administration, Finance
Fidelity Investments December 2014 - Present
Merrill Edge August 2014 - November 2014
Merrill Edge September 2011 - August 2014
Fidelity Investments January 2010 - September 2011
Citigroup February 2008 - January 2010
Bank of America March 2007 - February 2008
Citi Group April 2006 - March 2007
Skills
Series 7, Series 66, Health Insurance, Fixed Annuities, Whole Life, Roth IRA, 401k Rollovers, 529 Plans, Rollovers, College Savings Plans, Closed-end Funds, ETFs, Insurance Planning, Stocks, Retail Brokerage, Retail Banking, FINRA, Uniform Combined State..., Financial Planners, Financial Services, Financial Advisory, Portfolio Management, Brokers, Banking, Finance, Retirement Planning, Investments, Financial Planning, Mutual Funds, Leadership, Wealth Management
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (B.S.), Business Administration, Finance
Lonnie Davis Lonnie Davis's Merrill Edge Experience March 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Conduit Language Specialists March 2011 - 2014
Santa Cruz Valley Unified July 2007 - May 2010
Amphi High School January 2007 - August 2007
Marriott International September 2003 - May 2007
Skills
Foreign Languages, Translation, Analytical Skills, Legal Writing, Transcription, Sports Coaching, Language Teaching, Spanish, Government, Customer Service, Research, German, Higher Education, International Relations, Interpreting, Language Development, Linguistics, Legal Translation, Language Services, Multilingual, Sales, Simultaneous..., Teaching, Teaching English as a..., Team Building
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Arizona 2002 — 2006
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Merrill Edge March 2014 - Present
Conduit Language Specialists March 2011 - 2014
Santa Cruz Valley Unified July 2007 - May 2010
Amphi High School January 2007 - August 2007
Marriott International September 2003 - May 2007
Skills
Foreign Languages, Translation, Analytical Skills, Legal Writing, Transcription, Sports Coaching, Language Teaching, Spanish, Government, Customer Service, Research, German, Higher Education, International Relations, Interpreting, Language Development, Linguistics, Legal Translation, Language Services, Multilingual, Sales, Simultaneous..., Teaching, Teaching English as a..., Team Building
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Arizona 2002 — 2006
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Lauren Ely Lauren Ely's Merrill Edge Experience October 2012 - February 2013
Job Internal Wholesaler at ING Investment Management
Industry Financial Services
Experience
Revere Financial Services May 2015 - Present
Voya Investment Management February 2013 - Present
Merrill Edge October 2012 - February 2013
GPS Investments December 2011 - November 2012
Revere Financial Services May 2011 - August 2011
Skills
Series 7, Investments, Investment Strategies, Portfolio Management, Equities, Asset Management, Asset Allocation, Retirement Planning, Finance, Securities, Series 63, Alternative Investments, Wealth Management, Mutual Funds, Investment Advisory, ETFs
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Business Economics and Management
University of Arizona, Eller College of Management 2007 — 2010
BS in Business Economics, BS in Business Management
Revere Financial Services May 2015 - Present
Voya Investment Management February 2013 - Present
Merrill Edge October 2012 - February 2013
GPS Investments December 2011 - November 2012
Revere Financial Services May 2011 - August 2011
Skills
Series 7, Investments, Investment Strategies, Portfolio Management, Equities, Asset Management, Asset Allocation, Retirement Planning, Finance, Securities, Series 63, Alternative Investments, Wealth Management, Mutual Funds, Investment Advisory, ETFs
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Business Economics and Management
University of Arizona, Eller College of Management 2007 — 2010
BS in Business Economics, BS in Business Management
Elizabeth Peck Elizabeth Peck's Merrill Edge Experience September 2012 - January 2013
Job Retail Client Account Services at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Cultural Care Au Pair January 2011 - June 2013
BDS Marketing November 2007 - June 2013
Merrill Edge September 2012 - January 2013
IES Commercial March 2011 - September 2012
Arizona Teaching Fellows August 2009 - May 2010
Winick Realty Group January 2008 - November 2008
Travel Dynamics International August 2006 - December 2007
Mokwon University February 2003 - February 2005
Skills
Finance, Mutual Funds, Nonprofits, Team Leadership, Time Management, Process Improvement, Customer Service, Series 7, Series 63
Education
Thunderbird School of Global Management 2014 — 2016
Global Master of Business Administration, International Business - Regional Business Environment Trips to Lima and Prague
Union College 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General, Term Abroad '00 in Hirikata, Osaka, Japan at Kansai Gaidai University
Vanguard June 2013 - Present
Cultural Care Au Pair January 2011 - June 2013
BDS Marketing November 2007 - June 2013
Merrill Edge September 2012 - January 2013
IES Commercial March 2011 - September 2012
Arizona Teaching Fellows August 2009 - May 2010
Winick Realty Group January 2008 - November 2008
Travel Dynamics International August 2006 - December 2007
Mokwon University February 2003 - February 2005
Skills
Finance, Mutual Funds, Nonprofits, Team Leadership, Time Management, Process Improvement, Customer Service, Series 7, Series 63
Education
Thunderbird School of Global Management 2014 — 2016
Global Master of Business Administration, International Business - Regional Business Environment Trips to Lima and Prague
Union College 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General, Term Abroad '00 in Hirikata, Osaka, Japan at Kansai Gaidai University
Tyler Taliaferro Tyler Taliaferro's Merrill Edge Experience November 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Morris Hardwick Schneider July 2011 - September 2012
Rivers of the World April 2011 - June 2011
Crabapple Academy January 2004 - January 2008
Skills
Strategic Planning, Project Management, Sales, Microsoft Excel, Leadership, Finance, Customer Service
Education
University of Alabama 2008 — 2010
Bachelor of Science, Commerce and Business Administration; Management
Texas Tech University 2006 — 2008
Bachelor, International Business
Alpha Kappa Psi Professional Business Fraternity Texas Tech University
Texas Tech University
Merrill Edge November 2012 - Present
Morris Hardwick Schneider July 2011 - September 2012
Rivers of the World April 2011 - June 2011
Crabapple Academy January 2004 - January 2008
Skills
Strategic Planning, Project Management, Sales, Microsoft Excel, Leadership, Finance, Customer Service
Education
University of Alabama 2008 — 2010
Bachelor of Science, Commerce and Business Administration; Management
Texas Tech University 2006 — 2008
Bachelor, International Business
Alpha Kappa Psi Professional Business Fraternity Texas Tech University
Texas Tech University
Neel Hasan Neel Hasan's Merrill Edge Experience June 2015 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
The Hartford May 2014 - August 2014
The University of Arizona January 2013 - May 2014
Fry's Food and Drug August 2010 - September 2011
YMCA May 2009 - August 2009
Skills
Customer Service, Time Management, Teamwork, Leadership, Critical Thinking, Microsoft Office, Program Management, Budgets, PowerPoint, Microsoft Excel, Data Entry, Event Planning
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance Business Economics, 3.45
Universidade de Fortaleza 2013 — 2013
Bachelor of Science, Finance, Economics
Merrill Edge June 2015 - Present
The Hartford May 2014 - August 2014
The University of Arizona January 2013 - May 2014
Fry's Food and Drug August 2010 - September 2011
YMCA May 2009 - August 2009
Skills
Customer Service, Time Management, Teamwork, Leadership, Critical Thinking, Microsoft Office, Program Management, Budgets, PowerPoint, Microsoft Excel, Data Entry, Event Planning
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance Business Economics, 3.45
Universidade de Fortaleza 2013 — 2013
Bachelor of Science, Finance, Economics
Christopher Mak Christopher Mak's Merrill Edge Experience September 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
AXA Advisors August 2013 - August 2014
Skills
Retirement Planning, Financial Services, Asset Allocation, Portfolio Management
Education
University of California, Riverside 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Edge September 2014 - Present
AXA Advisors August 2013 - August 2014
Skills
Retirement Planning, Financial Services, Asset Allocation, Portfolio Management
Education
University of California, Riverside 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Thomas Kilcommons Thomas Kilcommons's Merrill Edge Experience October 2013 - May 2014
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Fry's Food and Drug October 2014 - January 2015
Available June 2014 - October 2014
Merrill Edge October 2013 - May 2014
Merrill Edge July 2013 - October 2013
Charles Schwab August 2010 - August 2012
Charles Schwab March 2008 - August 2010
Charles Schwab February 1996 - March 2008
Nelson Staffing/ Nelson Personnel HR Solutions October 1995 - February 1996
Citi- Citibank/Citicorp Savings of California May 1994 - July 1995
Education
University of California, Berkeley 1984 — 1990
B.S., Political Economy of Natural Resources, emphasis in Developmental Economics, Water Resource Economic
Fairfield College Preparatory School 1980 — 1984
High School Diploma, High School/Secondary Diplomas and Certificates
Ameriprise Financial Services, Inc. January 2015 - Present
Fry's Food and Drug October 2014 - January 2015
Available June 2014 - October 2014
Merrill Edge October 2013 - May 2014
Merrill Edge July 2013 - October 2013
Charles Schwab August 2010 - August 2012
Charles Schwab March 2008 - August 2010
Charles Schwab February 1996 - March 2008
Nelson Staffing/ Nelson Personnel HR Solutions October 1995 - February 1996
Citi- Citibank/Citicorp Savings of California May 1994 - July 1995
Education
University of California, Berkeley 1984 — 1990
B.S., Political Economy of Natural Resources, emphasis in Developmental Economics, Water Resource Economic
Fairfield College Preparatory School 1980 — 1984
High School Diploma, High School/Secondary Diplomas and Certificates
Khiem Truong - AAMS, Series 7, 63 and 65's Merrill Edge Experience February 2013 - Present
Job Assistant Vice President / Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2013 - Present
American Century Investments July 2011 - September 2012
Charles Schwab August 1998 - March 2011
CHARLES SCHWAB & CO., INC January 2006 - January 2011
CHARLES SCHWAB & CO., INC January 2001 - January 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investments, Retirement Planning, Investment Strategies, Series 65
Education
University of Colorado Denver
Bachelor of Arts (BA), Finance and Marketing
Merrill Edge February 2013 - Present
American Century Investments July 2011 - September 2012
Charles Schwab August 1998 - March 2011
CHARLES SCHWAB & CO., INC January 2006 - January 2011
CHARLES SCHWAB & CO., INC January 2001 - January 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investments, Retirement Planning, Investment Strategies, Series 65
Education
University of Colorado Denver
Bachelor of Arts (BA), Finance and Marketing
S. Brooke Wilson, CRPC®'s Merrill Edge Experience April 2014 - October 2014
Job Group Project Specialist at The Bailey Group
Industry Financial Services
Experience
The Bailey Group November 2014 - Present
Merrill Edge April 2014 - October 2014
The Bailey Group March 2013 - April 2014
The Bailey Group December 2011 - February 2013
Pershing May 2011 - December 2011
The Bogdahn Group May 2010 - May 2011
The Bogdahn Group March 2010 - May 2010
Pershing June 2009 - August 2009
Skills
Licensed Life & Health..., Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, Compliance, Employee Benefits, Benefits Administration, English grammar, Problem Solving, Business Relationship..., Employee Relations, Account Management, Health Insurance, Mutual Funds, Risk Management, Investments, Series 7, Asset Allocation, Strategic Financial..., Securities, Equities, Fixed Income, Finance, Life Insurance, Financial Planning
Education
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), summa cum laude, Finance and Management
St. Augustine High School 2002 — 2006
The Bailey Group November 2014 - Present
Merrill Edge April 2014 - October 2014
The Bailey Group March 2013 - April 2014
The Bailey Group December 2011 - February 2013
Pershing May 2011 - December 2011
The Bogdahn Group May 2010 - May 2011
The Bogdahn Group March 2010 - May 2010
Pershing June 2009 - August 2009
Skills
Licensed Life & Health..., Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, Compliance, Employee Benefits, Benefits Administration, English grammar, Problem Solving, Business Relationship..., Employee Relations, Account Management, Health Insurance, Mutual Funds, Risk Management, Investments, Series 7, Asset Allocation, Strategic Financial..., Securities, Equities, Fixed Income, Finance, Life Insurance, Financial Planning
Education
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), summa cum laude, Finance and Management
St. Augustine High School 2002 — 2006
Amy Mann's Merrill Edge Experience August 2015 - Present
Job AVP, Investment Center Team Manager
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Merrill Edge April 2014 - Present
Merrill Lynch November 2012 - April 2014
Bank of America Merrill Lynch September 2011 - November 2012
Merrill Lynch March 2010 - September 2011
Skills
Investments, Leadership, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Risk Assessment, Customer Service, Microsoft Word, Typing, Series 63, Series 7, Analysis, Banking, Retirement Planning, Securities
Education
University of Central Florida 2004 — 2009
Bachelor of Science (BS), Forensic Science.
Merrill Edge August 2015 - Present
Merrill Edge April 2014 - Present
Merrill Lynch November 2012 - April 2014
Bank of America Merrill Lynch September 2011 - November 2012
Merrill Lynch March 2010 - September 2011
Skills
Investments, Leadership, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Risk Assessment, Customer Service, Microsoft Word, Typing, Series 63, Series 7, Analysis, Banking, Retirement Planning, Securities
Education
University of Central Florida 2004 — 2009
Bachelor of Science (BS), Forensic Science.
Michael Oertling Michael Oertling's Merrill Edge Experience April 2013 - Present
Job Associate at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2013 - Present
UBS 2011 - April 2013
UBS 2010 - 2011
UBS 2008 - 2010
UBS 2003 - 2008
UBS 2000 - 2003
JC Bradford & Co. 1996 - 2000
FDIC 1990 - 1996
Skills
Series 7, Series 63, Series 65, Financial Analysis, Financial Modeling, Strategic Financial..., Recruiting, Wealth Management
Education
The University of Tennessee at Chattanooga 1983 — 1988
BS, Economics
Merrill Edge April 2013 - Present
UBS 2011 - April 2013
UBS 2010 - 2011
UBS 2008 - 2010
UBS 2003 - 2008
UBS 2000 - 2003
JC Bradford & Co. 1996 - 2000
FDIC 1990 - 1996
Skills
Series 7, Series 63, Series 65, Financial Analysis, Financial Modeling, Strategic Financial..., Recruiting, Wealth Management
Education
The University of Tennessee at Chattanooga 1983 — 1988
BS, Economics
Chris Simonoff Chris Simonoff's Merrill Edge Experience November 2012 - Present
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Merrill Lynch September 2011 - November 2012
Bank of America March 2009 - September 2011
Empire Mortgage Corporation January 2007 - February 2008
Information Forecast, Inc. February 2006 - November 2006
No Red Tape Mortgage September 2004 - November 2005
Skills
Residential Mortgages, Wealth Management, Relationship Management, Sales, Financial Services, Mutual Funds, Equities, Bonds, Retail Banking, Consumer Lending, Life Insurance, Fixed Annuities
Education
University of California, Los Angeles 2001 — 2004
BA, Political Science - International Relations
Università per Stranieri di Siena 2003 — 2003
Intensive Italian Language and Culture Immersion
Chatsworth High School 1997 — 2001
Merrill Edge November 2012 - Present
Merrill Lynch September 2011 - November 2012
Bank of America March 2009 - September 2011
Empire Mortgage Corporation January 2007 - February 2008
Information Forecast, Inc. February 2006 - November 2006
No Red Tape Mortgage September 2004 - November 2005
Skills
Residential Mortgages, Wealth Management, Relationship Management, Sales, Financial Services, Mutual Funds, Equities, Bonds, Retail Banking, Consumer Lending, Life Insurance, Fixed Annuities
Education
University of California, Los Angeles 2001 — 2004
BA, Political Science - International Relations
Università per Stranieri di Siena 2003 — 2003
Intensive Italian Language and Culture Immersion
Chatsworth High School 1997 — 2001
Marjorie Richesin Marjorie Richesin's Merrill Edge Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge 2011 - Present
Edward Jones 2008 - 2010
Financial Industries Corp 2006 - 2008
Financial Industries Corp 2005 - 2006
Financial Industries Corp 2002 - 2005
Financial Industries Corp 1995 - 2002
Skills
Investments, Asset Allocation, Insurance, Common Sense, Series 7, Series 66, Analysis, Building Relationships, Public Speaking, Strategic Thinking, Money Management, Retirement Planning, Retirement, Uniform Combined State..., Time Management, Mutual Funds, Employee Benefits, 401k, Wealth Management, Finance, Strategic Financial..., Financial Services, Fixed Annuities, Financial Advisory, IRAs, Securities, Life Insurance, Financial Planning
Education
Texas State University 1997 — 1999
MBA, Business & Finance
University of Mary Hardin-Baylor 1990 — 1993
BBA, Economics & Finance
Merrill Edge 2011 - Present
Edward Jones 2008 - 2010
Financial Industries Corp 2006 - 2008
Financial Industries Corp 2005 - 2006
Financial Industries Corp 2002 - 2005
Financial Industries Corp 1995 - 2002
Skills
Investments, Asset Allocation, Insurance, Common Sense, Series 7, Series 66, Analysis, Building Relationships, Public Speaking, Strategic Thinking, Money Management, Retirement Planning, Retirement, Uniform Combined State..., Time Management, Mutual Funds, Employee Benefits, 401k, Wealth Management, Finance, Strategic Financial..., Financial Services, Fixed Annuities, Financial Advisory, IRAs, Securities, Life Insurance, Financial Planning
Education
Texas State University 1997 — 1999
MBA, Business & Finance
University of Mary Hardin-Baylor 1990 — 1993
BBA, Economics & Finance
Jamie Girard Jamie Girard's Merrill Edge Experience 2012 - Present
Job VP, Business Risk Oversight at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2012 - Present
Skills
Sales, Portfolio Management, Leadership, Investments, Financial Analysis, Banking, Finance, Credit, Event Planning, Microsoft Excel, Microsoft Office, Public Speaking
Education
The College of New Jersey 2004 — 2007
Multimedia Design, Bachelor of Art
Merrill Edge 2012 - Present
Skills
Sales, Portfolio Management, Leadership, Investments, Financial Analysis, Banking, Finance, Credit, Event Planning, Microsoft Excel, Microsoft Office, Public Speaking
Education
The College of New Jersey 2004 — 2007
Multimedia Design, Bachelor of Art
Charles Anthony Stough Charles Anthony Stough's Merrill Edge Experience December 2014 - Present
Job Financial Solutions Advisor at Bank of America | Merrill Lynch
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
USAA April 2011 - January 2013
LPL Financial Services June 2006 - March 2011
U.S. Navy Reserve June 1993 - October 2009
First Command Financial Planning November 2003 - October 2004
Prudential Financial August 1998 - October 2000
US Navy June 1989 - May 1993
US Navy July 1984 - May 1989
Skills
Series 7, Insurance, Retirement Planning, Risk Management, Long-term Care, Wealth Management, Strategic Planning, Mutual Funds, Asset Allocation, Wealth, Estate Planning, Financial Planners, Strategic Financial..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Small Business, Financial Planning
Education
University of Oklahoma 1993 — 1994
MHR, Human Relations, Human Resource Development
University of Florida 1986 — 1989
BA, Political Science, International Relations
Merrill Edge December 2014 - Present
USAA April 2011 - January 2013
LPL Financial Services June 2006 - March 2011
U.S. Navy Reserve June 1993 - October 2009
First Command Financial Planning November 2003 - October 2004
Prudential Financial August 1998 - October 2000
US Navy June 1989 - May 1993
US Navy July 1984 - May 1989
Skills
Series 7, Insurance, Retirement Planning, Risk Management, Long-term Care, Wealth Management, Strategic Planning, Mutual Funds, Asset Allocation, Wealth, Estate Planning, Financial Planners, Strategic Financial..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Small Business, Financial Planning
Education
University of Oklahoma 1993 — 1994
MHR, Human Relations, Human Resource Development
University of Florida 1986 — 1989
BA, Political Science, International Relations
Doug Disbrow Doug Disbrow's Merrill Edge Experience August 2014 - January 2015
Job Registered Representative at Fidelity
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Merrill Edge August 2014 - January 2015
iStorage 2007 - 2014
Skills
Market Analysis, Budgets, Hotels, Contract Negotiation, Forecasting, Revenue Analysis, Property Management, Pricing, Investment Properties, New Business Development, Small Business, Microsoft Excel, Microsoft Office, Sales
Education
University of North Florida 2007 — 2011
Bachelor of Arts (BA), Political Science and Business Administration
Tallahassee Community College 2007 — 2007
Associate of Arts (AA), Business Administration, Management and Operations
Fidelity Investments August 2015 - Present
Merrill Edge August 2014 - January 2015
iStorage 2007 - 2014
Skills
Market Analysis, Budgets, Hotels, Contract Negotiation, Forecasting, Revenue Analysis, Property Management, Pricing, Investment Properties, New Business Development, Small Business, Microsoft Excel, Microsoft Office, Sales
Education
University of North Florida 2007 — 2011
Bachelor of Arts (BA), Political Science and Business Administration
Tallahassee Community College 2007 — 2007
Associate of Arts (AA), Business Administration, Management and Operations
Carolina Kaminski Carolina Kaminski's Merrill Edge Experience December 2014 - Present
Job AVP, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Bank of America Merrill Lynch June 2008 - November 2014
Wachovia Securities Financial Network September 2006 - May 2008
Assembléia Legislativa de Goiás 2003 - 2005
Organização Jaime Câmara 2001 - 2003
Jornal Diário da Manhã 1998 - 2001
Skills
Relationship Management, Private Banking, Marketing, Equities, Series 7, Alternative Investments, Bloomberg, Hedge Funds, Microsoft Office, Uniform Combined State...
Education
Universidade Federal de Goiás 1996 — 2001
Bachelor's degree, Journalism
Merrill Edge December 2014 - Present
Bank of America Merrill Lynch June 2008 - November 2014
Wachovia Securities Financial Network September 2006 - May 2008
Assembléia Legislativa de Goiás 2003 - 2005
Organização Jaime Câmara 2001 - 2003
Jornal Diário da Manhã 1998 - 2001
Skills
Relationship Management, Private Banking, Marketing, Equities, Series 7, Alternative Investments, Bloomberg, Hedge Funds, Microsoft Office, Uniform Combined State...
Education
Universidade Federal de Goiás 1996 — 2001
Bachelor's degree, Journalism
Jordan Zdatny Jordan Zdatny's Merrill Edge Experience April 2013 - August 2015
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Merrill Edge April 2013 - August 2015
Merrill Edge August 2012 - March 2013
Newport Capital Group May 2011 - August 2011
Buckhead Beef Northeast May 2010 - August 2010
Buckhead Beef Northeast May 2009 - August 2009
Skills
Finance, Critical Thinking, Economics, Solid computer skills, Hard-worker, Motivation, Fast Learner, Mathematics, Series 7, Series 66
Education
The University of Connecticut School of Business 2008 — 2012
BS Finance, Finance Major and Economics Minor
Lord, Abbett & Co. LLC September 2015 - Present
Merrill Edge April 2013 - August 2015
Merrill Edge August 2012 - March 2013
Newport Capital Group May 2011 - August 2011
Buckhead Beef Northeast May 2010 - August 2010
Buckhead Beef Northeast May 2009 - August 2009
Skills
Finance, Critical Thinking, Economics, Solid computer skills, Hard-worker, Motivation, Fast Learner, Mathematics, Series 7, Series 66
Education
The University of Connecticut School of Business 2008 — 2012
BS Finance, Finance Major and Economics Minor
Paul Serrell's Merrill Edge Experience February 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2013 - Present
Merrill Lynch September 2010 - February 2013
Clear Channel Radio May 2005 - June 2006
KEYE-TV March 2003 - May 2005
Christian Broadcasting Network October 2001 - March 2003
KOTV-TV August 1992 - October 2001
Skills
Retirement Planning, Stock Trading, Risk Management, 401k Rollovers, IRA's, Wealth Management, Life Insurance, Long Term Care Insurance
Education
The University of Texas at Austin 1985 — 1990
Bachelor of Journalism, Journalism, business
North Garland High School 1981 — 1985
Merrill Edge February 2013 - Present
Merrill Lynch September 2010 - February 2013
Clear Channel Radio May 2005 - June 2006
KEYE-TV March 2003 - May 2005
Christian Broadcasting Network October 2001 - March 2003
KOTV-TV August 1992 - October 2001
Skills
Retirement Planning, Stock Trading, Risk Management, 401k Rollovers, IRA's, Wealth Management, Life Insurance, Long Term Care Insurance
Education
The University of Texas at Austin 1985 — 1990
Bachelor of Journalism, Journalism, business
North Garland High School 1981 — 1985
Christopher MacPhee Christopher MacPhee's Merrill Edge Experience December 2014 - Present
Job Providing Advice to Help Clients Reach & Surpass Their Financial Goals
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
AXA Advisors, LLC January 2014 - May 2015
Skills
Group Insurance, Investment Advisory..., Risk Management, Health Insurance, Life Insurance, Retirement Planning, 529 Plans, IRAs, Long-term Care, Executive Benefit..., Fixed Income Strategies, Equities, College Education..., Strategic Financial..., Regression Analysis, Business Continuity..., Estate Planning, Series 7, Series 66, Economics, Presentations, Public Speaking, People Skills
Education
The Ohio State University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Hillsborough High School
Hillsborough Highschool
Merrill Edge December 2014 - Present
AXA Advisors, LLC January 2014 - May 2015
Skills
Group Insurance, Investment Advisory..., Risk Management, Health Insurance, Life Insurance, Retirement Planning, 529 Plans, IRAs, Long-term Care, Executive Benefit..., Fixed Income Strategies, Equities, College Education..., Strategic Financial..., Regression Analysis, Business Continuity..., Estate Planning, Series 7, Series 66, Economics, Presentations, Public Speaking, People Skills
Education
The Ohio State University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Hillsborough High School
Hillsborough Highschool
Nicholas Colon's Merrill Edge Experience August 2014 - Present
Job Financial Solutions Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Borland-Groover Clinic February 2014 - August 2014
Wounded Warrior Project August 2013 - December 2013
Allen D. Nease High School May 2013 - June 2013
Orlando Sport and Social Club November 2010 - May 2013
Skills
Event Management, Logistics, Statistics, Public Speaking, Presentations, Sales, Experimental Design, Psychology, Organizational Culture, Leadership, Leadership Development, Microsoft Word, Microsoft Excel, SPSS, Data Analysis
Education
University of Central Florida 2009 — 2013
Bachelor of Science (B.S.); Leadership Studies Certificate, Psychology, 3.7/4.0
Allen D. Nease High School 2005 — 2009
High School Diploma
Merrill Edge August 2014 - Present
Borland-Groover Clinic February 2014 - August 2014
Wounded Warrior Project August 2013 - December 2013
Allen D. Nease High School May 2013 - June 2013
Orlando Sport and Social Club November 2010 - May 2013
Skills
Event Management, Logistics, Statistics, Public Speaking, Presentations, Sales, Experimental Design, Psychology, Organizational Culture, Leadership, Leadership Development, Microsoft Word, Microsoft Excel, SPSS, Data Analysis
Education
University of Central Florida 2009 — 2013
Bachelor of Science (B.S.); Leadership Studies Certificate, Psychology, 3.7/4.0
Allen D. Nease High School 2005 — 2009
High School Diploma
Daniel Sprusansky's Merrill Edge Experience October 2014 - Present
Job Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Roland George August 2013 - May 2014
Brown & Brown May 2013 - July 2013
Stetson University August 2012 - May 2013
Skills
Investments, Team Leadership, Finance, Portfolio Management, Equities, Equity Valuation, Mutual Funds, Critical Thinking, Cultural Awareness, Bloomberg Terminal, Fixed Income, Microsoft Excel, Leadership, Series 7, Customer Service, Public Speaking, Series 63
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Merrill Edge October 2014 - Present
Roland George August 2013 - May 2014
Brown & Brown May 2013 - July 2013
Stetson University August 2012 - May 2013
Skills
Investments, Team Leadership, Finance, Portfolio Management, Equities, Equity Valuation, Mutual Funds, Critical Thinking, Cultural Awareness, Bloomberg Terminal, Fixed Income, Microsoft Excel, Leadership, Series 7, Customer Service, Public Speaking, Series 63
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Jaqueline Bernal Jaqueline Bernal's Merrill Edge Experience November 2013 - Present
Job Financial Advisor
Industry Investment Management
Experience
San Diego County Credit Union August 2015 - Present
Merrill Edge November 2013 - Present
Northwestern Mutual July 2012 - November 2013
Education
The University of Texas at El Paso 2005 — 2011
Bachelor of Business Administration (BBA), Finance
Université catholique de Lille 2005 — 2005
French, French
San Diego County Credit Union August 2015 - Present
Merrill Edge November 2013 - Present
Northwestern Mutual July 2012 - November 2013
Education
The University of Texas at El Paso 2005 — 2011
Bachelor of Business Administration (BBA), Finance
Université catholique de Lille 2005 — 2005
French, French
Patrick De Cou Patrick De Cou's Merrill Edge Experience September 2011 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
Maxim Healthcare Services June 2010 - August 2011
University of Arizona Police Department August 2009 - May 2010
Skills
Cold Calling, Management, Marketing, Account Management, Microsoft Office, Customer Service, Healthcare, Leadership, Program Management, Sales, Salesforce.com, Interviews, Human Resources, Payroll, Recruiting
Education
University of Arizona 2006 — 2010
Public Policy and Management, Health and Human Services Administration
Merrill Edge September 2011 - Present
Maxim Healthcare Services June 2010 - August 2011
University of Arizona Police Department August 2009 - May 2010
Skills
Cold Calling, Management, Marketing, Account Management, Microsoft Office, Customer Service, Healthcare, Leadership, Program Management, Sales, Salesforce.com, Interviews, Human Resources, Payroll, Recruiting
Education
University of Arizona 2006 — 2010
Public Policy and Management, Health and Human Services Administration
David Giancola David Giancola's Merrill Edge Experience September 2013 - Present
Job Director, National Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
David D'Angelo David D'Angelo's Merrill Edge Experience September 2014 - Present
Job Investment Specialist
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Self-employed April 2009 - September 2014
SuperValu September 2012 - April 2014
CVS Health October 2003 - January 2009
Stop & Shop-------- July 1999 - October 2003
Connecticut Floral Supplies--------- July 1994 - June 1999
D'Angelo Construction--------------- July 1983 - June 1999
Skills
Management, Payroll, Strategic Planning, Customer Service, Nonprofits, Sales, Analysis, Merchandising, Cross-functional Team..., Financial Analysis, Business Analysis, Budgets, Project Management, Process Improvement, Team Leadership, Market Research, Retail, Microsoft Office, Account Reconciliation, Training, Social Media, Public Speaking, Accounting, Marketing, Research, Microsoft Excel, Leadership, Portfolio Management, Financial Modeling
Education
University of Connecticut 1977 — 1981
Bachelor's degree, Economics
Holy Cross High School 1973 — 1977
CP
Merrill Edge September 2014 - Present
Self-employed April 2009 - September 2014
SuperValu September 2012 - April 2014
CVS Health October 2003 - January 2009
Stop & Shop-------- July 1999 - October 2003
Connecticut Floral Supplies--------- July 1994 - June 1999
D'Angelo Construction--------------- July 1983 - June 1999
Skills
Management, Payroll, Strategic Planning, Customer Service, Nonprofits, Sales, Analysis, Merchandising, Cross-functional Team..., Financial Analysis, Business Analysis, Budgets, Project Management, Process Improvement, Team Leadership, Market Research, Retail, Microsoft Office, Account Reconciliation, Training, Social Media, Public Speaking, Accounting, Marketing, Research, Microsoft Excel, Leadership, Portfolio Management, Financial Modeling
Education
University of Connecticut 1977 — 1981
Bachelor's degree, Economics
Holy Cross High School 1973 — 1977
CP
Rakesh Rocky Chopra Rakesh Rocky Chopra's Merrill Edge Experience August 2014 - Present
Job AVP
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
The Salvation Army 2004 - Present
COUNTRY Financial® July 2013 - August 2014
J.P. Morgan Securities LLC March 2011 - July 2013
Steel Lake Little League December 2010 - December 2012
New York Life Insurance Company June 2008 - March 2011
The Greater Tacoma Community Foundation 2005 - 2011
HRBFA 2006 - 2008
Edward Jones 2004 - 2006
TD WaterHouse January 2001 - January 2004
Skills
Insurance, Estate Planning, Financial Advisory, Financial Services, Leadership, Strategic Financial..., Long-term Care, Strategic Planning, Wealth Management, Disability Insurance, Small Business, Bonds, Training, Finance, CRM, Recruiting, Sales, Sales Management, Employee Benefits, Financial Planning
Education
University of Colorado Boulder 1988 — 1990
Golden SR High 1983 — 1987
Merrill Edge August 2014 - Present
The Salvation Army 2004 - Present
COUNTRY Financial® July 2013 - August 2014
J.P. Morgan Securities LLC March 2011 - July 2013
Steel Lake Little League December 2010 - December 2012
New York Life Insurance Company June 2008 - March 2011
The Greater Tacoma Community Foundation 2005 - 2011
HRBFA 2006 - 2008
Edward Jones 2004 - 2006
TD WaterHouse January 2001 - January 2004
Skills
Insurance, Estate Planning, Financial Advisory, Financial Services, Leadership, Strategic Financial..., Long-term Care, Strategic Planning, Wealth Management, Disability Insurance, Small Business, Bonds, Training, Finance, CRM, Recruiting, Sales, Sales Management, Employee Benefits, Financial Planning
Education
University of Colorado Boulder 1988 — 1990
Golden SR High 1983 — 1987
Julie Restino's Merrill Edge Experience February 2012 - May 2012
Job Stock Loan Operations Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch July 2012 - August 2013
Merrill Edge February 2012 - May 2012
Asset Architects Inc. January 2011 - June 2011
Tuttle Asset Management LLC July 2010 - December 2010
Skills
Finance, Financial Advisory, Financial Services, Financial Analysis, Alternative Investments, Asset Allocation, Mutual Funds, Microsoft Office, Retirement, Tax, Securities Lending, DTC
Education
University of Central Florida - College of Business Administration 2006 — 2010
BSBA, Finance
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch July 2012 - August 2013
Merrill Edge February 2012 - May 2012
Asset Architects Inc. January 2011 - June 2011
Tuttle Asset Management LLC July 2010 - December 2010
Skills
Finance, Financial Advisory, Financial Services, Financial Analysis, Alternative Investments, Asset Allocation, Mutual Funds, Microsoft Office, Retirement, Tax, Securities Lending, DTC
Education
University of Central Florida - College of Business Administration 2006 — 2010
BSBA, Finance
Andrew Thornton, CFP® Andrew Thornton, CFP®'s Merrill Edge Experience June 2011 - July 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Edge June 2011 - July 2014
Merrill Lynch July 2009 - June 2011
Education
University of Dayton 2005 — 2009
Bachelor of Science in Business Administration, Finance
Merrill Lynch July 2014 - Present
Merrill Edge June 2011 - July 2014
Merrill Lynch July 2009 - June 2011
Education
University of Dayton 2005 — 2009
Bachelor of Science in Business Administration, Finance
John Marshall III, MBA, CRPC® John Marshall III, MBA, CRPC®'s Merrill Edge Experience July 2012 - Present
Job Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
Merrill Edge July 2012 - Present
Merrill Lynch September 2010 - June 2012
AIG United Guaranty August 2006 - July 2009
AIG United Guaranty November 2004 - August 2006
Merrill Lynch November 1999 - July 2002
Skills
Series 7, Series 63, Securities, Pensions, Mutual Funds, Leadership, Investments, Insurance, Financial Services, Fixed Income, Financial Analysis, Finance, 401k
Education
University of Kentucky 2002 — 2003
MBA, Marketing
The College of New Jersey 1993 — 1998
BA, Psychology
Merrill Edge July 2012 - Present
Merrill Lynch September 2010 - June 2012
AIG United Guaranty August 2006 - July 2009
AIG United Guaranty November 2004 - August 2006
Merrill Lynch November 1999 - July 2002
Skills
Series 7, Series 63, Securities, Pensions, Mutual Funds, Leadership, Investments, Insurance, Financial Services, Fixed Income, Financial Analysis, Finance, 401k
Education
University of Kentucky 2002 — 2003
MBA, Marketing
The College of New Jersey 1993 — 1998
BA, Psychology
Connor Bowen's Merrill Edge Experience October 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Enterprise Commercial Trucks July 2014 - October 2014
Enterprise Holdings April 2014 - July 2014
Merrill Lynch May 2012 - August 2012
Universal Studios May 2011 - August 2011
Skills
Microsoft Office, Monte Carlo Simulation, Financial Analysis, Strategic Financial..., Stock Management, Portfolio Management, PowerPoint, Communication Skills, Customer Service, Food & Beverage, Leadership, Economics, Finance
Education
University of Florida 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Florida
Merrill Edge October 2014 - Present
Enterprise Commercial Trucks July 2014 - October 2014
Enterprise Holdings April 2014 - July 2014
Merrill Lynch May 2012 - August 2012
Universal Studios May 2011 - August 2011
Skills
Microsoft Office, Monte Carlo Simulation, Financial Analysis, Strategic Financial..., Stock Management, Portfolio Management, PowerPoint, Communication Skills, Customer Service, Food & Beverage, Leadership, Economics, Finance
Education
University of Florida 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Florida
Monica Salama Monica Salama's Merrill Edge Experience June 2015 - Present
Job Financial Advisor at Merrill Edge
Industry International Trade and Development
Experience
Merrill Edge June 2015 - Present
The College of New Jersey August 2011 - May 2015
PANDORA A/S August 2014 - February 2015
Antenna International January 2014 - April 2014
The College of New Jersey January 2013 - December 2013
Milltown Borough Pool June 2008 - August 2012
Endurance Rehabilitaion and Wellness Center January 2011 - August 2011
NJ TWP June 2010 - January 2011
Skills
PowerPoint, Microsoft Office, SPSS, Spanish, Research, Facebook, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Public Speaking, Higher Education, Critical Thinking, Data Analysis, Economics, Social Networking, Statistics, Event Planning, Student Affairs, Series 7
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (BS), International Business
Spotswood High School 2007 — 2011
Merrill Edge June 2015 - Present
The College of New Jersey August 2011 - May 2015
PANDORA A/S August 2014 - February 2015
Antenna International January 2014 - April 2014
The College of New Jersey January 2013 - December 2013
Milltown Borough Pool June 2008 - August 2012
Endurance Rehabilitaion and Wellness Center January 2011 - August 2011
NJ TWP June 2010 - January 2011
Skills
PowerPoint, Microsoft Office, SPSS, Spanish, Research, Facebook, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Public Speaking, Higher Education, Critical Thinking, Data Analysis, Economics, Social Networking, Statistics, Event Planning, Student Affairs, Series 7
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (BS), International Business
Spotswood High School 2007 — 2011
Edward Fagin Edward Fagin's Merrill Edge Experience December 2013 - February 2015
Job Pricing / Traffic Analyst at GlobalTranz
Industry Financial Services
Experience
GlobalTranz February 2015 - Present
Merrill Edge December 2013 - February 2015
VIP Mortgage January 2012 - December 2013
Merrill Lynch May 2010 - August 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Mortgage Lending, FHA, Investments, Credit, Mortgage Banking, Refinance, Financial Analysis, Financial Modeling, Loans, Loan Origination, Credit Analysis, Microsoft Excel, Retirement Planning, Real Estate, SQL
Education
University of Arizona, Eller College of Management 2006 — 2010
Business Economics, Business Economics
GlobalTranz February 2015 - Present
Merrill Edge December 2013 - February 2015
VIP Mortgage January 2012 - December 2013
Merrill Lynch May 2010 - August 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Mortgage Lending, FHA, Investments, Credit, Mortgage Banking, Refinance, Financial Analysis, Financial Modeling, Loans, Loan Origination, Credit Analysis, Microsoft Excel, Retirement Planning, Real Estate, SQL
Education
University of Arizona, Eller College of Management 2006 — 2010
Business Economics, Business Economics
Chad Rzeznik Chad Rzeznik's Merrill Edge Experience June 2006 - Present
Job Vice President, Project Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2006 - Present
Skills
Financial Services, Series 7, Portfolio Management, Series 63, Securities, Wealth Management, Strategic Financial..., Finance, Project Management, Trading, Retirement Planning, Analysis, Process Improvement, Strategic Planning, Financial Advisory, Sales, Data Analysis, Mutual Funds, Fixed Income, Financial Analysis, Equities
Education
The College of New Jersey 2002 — 2006
BS, Finance, General
Merrill Edge June 2006 - Present
Skills
Financial Services, Series 7, Portfolio Management, Series 63, Securities, Wealth Management, Strategic Financial..., Finance, Project Management, Trading, Retirement Planning, Analysis, Process Improvement, Strategic Planning, Financial Advisory, Sales, Data Analysis, Mutual Funds, Fixed Income, Financial Analysis, Equities
Education
The College of New Jersey 2002 — 2006
BS, Finance, General
Tyler Scherr's Merrill Edge Experience April 2015 - Present
Job Vice President, Relationship Management
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Merrill Edge June 2014 - April 2015
Merrill Edge March 2013 - May 2014
Merrill Edge March 2012 - March 2013
Skills
Leadership, Public Speaking, Microsoft Office, Customer Service, Teaching, Team Building, Process Improvement, Management, Customer Satisfaction, Data Analysis, Time Management, Analysis, Microsoft Excel
Education
University of Florida 2007 — 2009
Masters Degree, Public Health; Public Health Management and Policy
University of Central Florida 2003 — 2007
Bachelor of Science, Health Services Administration
Merrill Edge April 2015 - Present
Merrill Edge June 2014 - April 2015
Merrill Edge March 2013 - May 2014
Merrill Edge March 2012 - March 2013
Skills
Leadership, Public Speaking, Microsoft Office, Customer Service, Teaching, Team Building, Process Improvement, Management, Customer Satisfaction, Data Analysis, Time Management, Analysis, Microsoft Excel
Education
University of Florida 2007 — 2009
Masters Degree, Public Health; Public Health Management and Policy
University of Central Florida 2003 — 2007
Bachelor of Science, Health Services Administration
Stacy Bettner Stacy Bettner's Merrill Edge Experience July 2012 - May 2013
Job Customer Success Manager at WebFilings
Industry Financial Services
Experience
Workiva June 2013 - Present
Merrill Edge July 2012 - May 2013
CPI Card Group January 2011 - May 2012
CPI Card Group September 2010 - December 2010
CPI Card Group December 2007 - January 2008
Skills
Data Entry, Customer Service, Account Management, Process Improvement, Microsoft Word, Microsoft Excel, Lean Manufacturing, Quality Management, Team Building, Supply Chain Management, PowerPoint, Outlook, Leadership, Change Management, Project Management, Time Management, Product Management, Human Resources, Management
Education
University of Colorado at Colorado Springs 2009 — 2011
MBA, Business Management
University of Colorado at Colorado Springs 2006 — 2009
Bachelors, Business
Workiva June 2013 - Present
Merrill Edge July 2012 - May 2013
CPI Card Group January 2011 - May 2012
CPI Card Group September 2010 - December 2010
CPI Card Group December 2007 - January 2008
Skills
Data Entry, Customer Service, Account Management, Process Improvement, Microsoft Word, Microsoft Excel, Lean Manufacturing, Quality Management, Team Building, Supply Chain Management, PowerPoint, Outlook, Leadership, Change Management, Project Management, Time Management, Product Management, Human Resources, Management
Education
University of Colorado at Colorado Springs 2009 — 2011
MBA, Business Management
University of Colorado at Colorado Springs 2006 — 2009
Bachelors, Business
Marten Oei's Merrill Edge Experience October 2014 - Present
Job Senior Customer Service Representative at Merrill Edge
Industry Accounting
Experience
Merrill Edge October 2014 - Present
Phocus Accounting and Tax Specialists, PLLC August 2011 - October 2014
MG Peterson Consulting, PLLC October 2008 - May 2010
Clifton Gunderson LLP October 2007 - April 2008
Skills
Corporate Tax, Individual Taxation, Financial Analysis, Partnership Taxation, Lacerte, Quickbooks, Excel, Financial Reporting, Tax, QuickBooks, Microsoft Excel, Accounting, Auditing, Bookkeeping, Finance, Financial Accounting, Financial Statements, GAAP, General Ledger, Income Tax, Tax Preparation, US GAAP
Education
University of Arizona 2005 — 2008
Bachelor of Science, Accounting
Merrill Edge October 2014 - Present
Phocus Accounting and Tax Specialists, PLLC August 2011 - October 2014
MG Peterson Consulting, PLLC October 2008 - May 2010
Clifton Gunderson LLP October 2007 - April 2008
Skills
Corporate Tax, Individual Taxation, Financial Analysis, Partnership Taxation, Lacerte, Quickbooks, Excel, Financial Reporting, Tax, QuickBooks, Microsoft Excel, Accounting, Auditing, Bookkeeping, Finance, Financial Accounting, Financial Statements, GAAP, General Ledger, Income Tax, Tax Preparation, US GAAP
Education
University of Arizona 2005 — 2008
Bachelor of Science, Accounting
David Edmisten, CFP's Merrill Edge Experience October 2011 - Present
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2011 - Present
Justopenthebook.com March 2010 - September 2011
E*TRADE Financial October 2009 - March 2010
Wells Fargo Advisors October 2006 - October 2009
AGIA July 1998 - October 2006
Skills
Investments, Risk Management, Finance, Wealth Management, Insurance, Non-profits, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
BA, Law and Society
Merrill Edge October 2011 - Present
Justopenthebook.com March 2010 - September 2011
E*TRADE Financial October 2009 - March 2010
Wells Fargo Advisors October 2006 - October 2009
AGIA July 1998 - October 2006
Skills
Investments, Risk Management, Finance, Wealth Management, Insurance, Non-profits, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
BA, Law and Society
Hillary Henderson Hillary Henderson's Merrill Edge Experience September 2013 - Present
Job Vice President; Preferred Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2013 - Present
Merrill Edge January 2013 - September 2013
Merrill Lynch May 2009 - January 2013
Smith Barney Brokerage Firm October 2005 - May 2009
US Navy December 2001 - October 2005
Skills
Management, Marketing, Public Speaking, Leadership, Microsoft Office, Social Media, Investments, Customer Service, Program Management, Financial Analysis
Education
University of Arizona 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business & Public Administration
Merrill Edge September 2013 - Present
Merrill Edge January 2013 - September 2013
Merrill Lynch May 2009 - January 2013
Smith Barney Brokerage Firm October 2005 - May 2009
US Navy December 2001 - October 2005
Skills
Management, Marketing, Public Speaking, Leadership, Microsoft Office, Social Media, Investments, Customer Service, Program Management, Financial Analysis
Education
University of Arizona 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business & Public Administration
Sean Sinclair Sean Sinclair's Merrill Edge Experience March 2014 - February 2015
Job Staff Accountant at Eagle Point Company
Industry Accounting
Experience
The Eagle Point Companies March 2015 - Present
Merrill Edge March 2014 - February 2015
One Stop Event Rentals May 2009 - December 2013
Maine Red Claws May 2013 - August 2013
Tapingo February 2013 - May 2013
Skills
Trade Finance, Sales, Client Facing Skills, Microsoft Office, Customer Service, Client Relations Skills, Stock Trading, Exercise Prescription, Exercise Physiology, Exercise Equipment, Call Centers, Sports
Education
University of Maine 2009 — 2013
Bachelor of Science (B.S.), Kinesiology and Exercise Science, 3.2
Thomas College 2008 — 2009
Scarborough High School 2004 — 2008
High School Diploma
The Eagle Point Companies March 2015 - Present
Merrill Edge March 2014 - February 2015
One Stop Event Rentals May 2009 - December 2013
Maine Red Claws May 2013 - August 2013
Tapingo February 2013 - May 2013
Skills
Trade Finance, Sales, Client Facing Skills, Microsoft Office, Customer Service, Client Relations Skills, Stock Trading, Exercise Prescription, Exercise Physiology, Exercise Equipment, Call Centers, Sports
Education
University of Maine 2009 — 2013
Bachelor of Science (B.S.), Kinesiology and Exercise Science, 3.2
Thomas College 2008 — 2009
Scarborough High School 2004 — 2008
High School Diploma
Christie Najecki Christie Najecki's Merrill Edge Experience August 2006 - Present
Job Vice President
Industry Financial Services
Experience
Merrill Edge August 2006 - Present
Skills
Equities, Investments, Management, Wealth Management, Banking, Series 63, Series 7, Mutual Funds, Sales, Retail, CRPC, Securities, Financial Analysis, Financial Services, Fixed Income
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Merrill Edge August 2006 - Present
Skills
Equities, Investments, Management, Wealth Management, Banking, Series 63, Series 7, Mutual Funds, Sales, Retail, CRPC, Securities, Financial Analysis, Financial Services, Fixed Income
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Marina Mazo Marina Mazo's Merrill Edge Experience January 2013 - Present
Job Vice President Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2013 - Present
Merrill Lynch January 2011 - December 2012
Advanced Care Scripts September 2009 - January 2011
Skills
Access, Microsoft Excel, Investments
Education
The George Washington University - School of Business 2005 — 2009
American University of Rome 2008 — 2008
The George Washington University
Bachelor of Business Administration; School of Business, Finance; 2009
Merrill Edge January 2013 - Present
Merrill Lynch January 2011 - December 2012
Advanced Care Scripts September 2009 - January 2011
Skills
Access, Microsoft Excel, Investments
Education
The George Washington University - School of Business 2005 — 2009
American University of Rome 2008 — 2008
The George Washington University
Bachelor of Business Administration; School of Business, Finance; 2009
Michelle Treweek's Merrill Edge Experience January 2015 - Present
Job Preferred Transition Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Tommy Hilfiger September 2009 - Present
Boston Light Source October 2014 - January 2015
CR Bard September 2013 - February 2014
Camacho & seijas S.L.N.E. January 2013 - May 2013
Skills
Spanish, PowerPoint, Time Management, Customer Service, Microsoft Excel, Teamwork, Strategic Planning, Research, Microsoft Office, Microsoft Word, Public Speaking, Higher Education, Leadership, Negotiation, Team Building, Teaching, Financial Planning, Finance
Education
University of Rhode Island 2010 — 2014
Bachelor's Degree, Spanish Language, 3.91
University of Rhode Island 2010 — 2014
Bachelor's Degree, Global Business, 3.91
Universidad Carlos III de Madrid 2013 — 2013
International Business, Spanish
Merrill Edge January 2015 - Present
Tommy Hilfiger September 2009 - Present
Boston Light Source October 2014 - January 2015
CR Bard September 2013 - February 2014
Camacho & seijas S.L.N.E. January 2013 - May 2013
Skills
Spanish, PowerPoint, Time Management, Customer Service, Microsoft Excel, Teamwork, Strategic Planning, Research, Microsoft Office, Microsoft Word, Public Speaking, Higher Education, Leadership, Negotiation, Team Building, Teaching, Financial Planning, Finance
Education
University of Rhode Island 2010 — 2014
Bachelor's Degree, Spanish Language, 3.91
University of Rhode Island 2010 — 2014
Bachelor's Degree, Global Business, 3.91
Universidad Carlos III de Madrid 2013 — 2013
International Business, Spanish
Brian Lind, CRPC Brian Lind, CRPC's Merrill Edge Experience June 2011 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2011 - Present
Merrill Lynch October 2009 - June 2011
Skills
Wealth Management..., Investment Strategies, Managed Money, Series 7, Finance, Equities, Mutual Funds, Asset Allocation, Uniform Combined State..., Investments, Portfolio Management
Education
University of Florida
Bachelor of Science (B.S.), Marketing
Merrill Edge June 2011 - Present
Merrill Lynch October 2009 - June 2011
Skills
Wealth Management..., Investment Strategies, Managed Money, Series 7, Finance, Equities, Mutual Funds, Asset Allocation, Uniform Combined State..., Investments, Portfolio Management
Education
University of Florida
Bachelor of Science (B.S.), Marketing
Meredith Matt Loyd Meredith Matt Loyd's Merrill Edge Experience April 2014 - August 2015
Job Registered Associate at Praxis Financial Partners
Industry Financial Services
Experience
Praxis Financial Partners September 2015 - Present
Merrill Edge April 2014 - August 2015
Merrill Edge April 2013 - April 2014
Merrill Edge November 2012 - April 2013
Merrill Lynch November 2011 - November 2012
Merrill Edge June 2011 - November 2011
Matrix Financial Solutions March 2010 - May 2011
Skills
Investments, Financial Services, Mutual Funds, Sales, Securities, Equities, Fixed Income, Options, ETFs, Investment Strategies, 401k Rollovers, Retirement Planning, Relationship Management
Education
University of Colorado Boulder 2003 — 2009
Bachelor of Arts (B.A.), Psychology, 3.7 GPA in Psychology
Greater Atlanta Christian School 1999 — 2003
College Preparatory Diploma, High School
Praxis Financial Partners September 2015 - Present
Merrill Edge April 2014 - August 2015
Merrill Edge April 2013 - April 2014
Merrill Edge November 2012 - April 2013
Merrill Lynch November 2011 - November 2012
Merrill Edge June 2011 - November 2011
Matrix Financial Solutions March 2010 - May 2011
Skills
Investments, Financial Services, Mutual Funds, Sales, Securities, Equities, Fixed Income, Options, ETFs, Investment Strategies, 401k Rollovers, Retirement Planning, Relationship Management
Education
University of Colorado Boulder 2003 — 2009
Bachelor of Arts (B.A.), Psychology, 3.7 GPA in Psychology
Greater Atlanta Christian School 1999 — 2003
College Preparatory Diploma, High School
Ashley Mills Ashley Mills's Merrill Edge Experience August 2014 - July 2015
Job Registered Client Associate
Industry Financial Services
Experience
Financial Foundations, LLC/Allstate Financial Services July 2015 - Present
Merrill Edge August 2014 - July 2015
Merrill Edge 2013 - August 2014
Mills, Inc. June 2009 - December 2013
Amelia Island Parent Cooperative Preschool May 2010 - August 2011
Callahan Middle School 2008 - 2009
Skills
Series 7, Series 65, Series 63, Customer Service, Asset Allocation, 401k, FINRA, Equities, Financial Advisory, Financial Analysis, Management, Microsoft Office, Mutual Funds, Retirement Planning, Securities, Social Media, Strategy, Uniform Combined State..., Wealth Management
Education
University of Florida 2004 — 2008
Bachelor of Arts (B.A.), Sociology and Education
Financial Foundations, LLC/Allstate Financial Services July 2015 - Present
Merrill Edge August 2014 - July 2015
Merrill Edge 2013 - August 2014
Mills, Inc. June 2009 - December 2013
Amelia Island Parent Cooperative Preschool May 2010 - August 2011
Callahan Middle School 2008 - 2009
Skills
Series 7, Series 65, Series 63, Customer Service, Asset Allocation, 401k, FINRA, Equities, Financial Advisory, Financial Analysis, Management, Microsoft Office, Mutual Funds, Retirement Planning, Securities, Social Media, Strategy, Uniform Combined State..., Wealth Management
Education
University of Florida 2004 — 2008
Bachelor of Arts (B.A.), Sociology and Education
Charles Herrington, CFP®'s Merrill Edge Experience March 2015 - Present
Job Investment Consultant, Client Relationship Team at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Regions Bank October 2014 - February 2015
Edward Jones January 2012 - September 2014
Fidelity Investments December 2009 - December 2011
Fidelity Investments October 2007 - December 2009
Fidelity Investments May 2007 - October 2007
AmSouth Bank December 2005 - May 2007
Smith Barney December 2003 - December 2005
Education
University of Central Florida 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Merrill Edge March 2015 - Present
Regions Bank October 2014 - February 2015
Edward Jones January 2012 - September 2014
Fidelity Investments December 2009 - December 2011
Fidelity Investments October 2007 - December 2009
Fidelity Investments May 2007 - October 2007
AmSouth Bank December 2005 - May 2007
Smith Barney December 2003 - December 2005
Education
University of Central Florida 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Eric Greth, CRC's Merrill Edge Experience January 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Financial Advisor for Clark County Public Employees January 2010 - May 2013
Education
The University of New Mexico 1980 — 1982
Engineering
Eldorado High School
Merrill Edge January 2015 - Present
Financial Advisor for Clark County Public Employees January 2010 - May 2013
Education
The University of New Mexico 1980 — 1982
Engineering
Eldorado High School
Victoria Teterya's Merrill Edge Experience June 2015 - Present
Job at
Industry Health, Wellness and Fitness
Experience
Merrill Edge June 2015 - Present
Toscana 52 January 2015 - Present
Telerx September 2014 - June 2015
Telerx July 2014 - June 2015
Skills
Product Quality, Pharmaceutical Companies, Healthcare Industry, Phone Etiquette, Fitness, Time Management, Microsoft Word, Customer Service, Microsoft Office, Restaurants, Translation, Russian, Long Distance Running, Sports Nutrition, Internet, Proofreading, Sports, Food & Beverage, CrossFit, Management, Fine Dining, Casual Dining, Call Centers, Teamwork, Sales, Public Speaking, PowerPoint, Leadership, Marketing, Microsoft Excel, Social Networking, Research, Social Media
Education
Penn State Abington 2012 — 2014
Bachelor of Science (B.S.), General Science
Temple University 2008 — 2011
Biology, General
Merrill Edge June 2015 - Present
Toscana 52 January 2015 - Present
Telerx September 2014 - June 2015
Telerx July 2014 - June 2015
Skills
Product Quality, Pharmaceutical Companies, Healthcare Industry, Phone Etiquette, Fitness, Time Management, Microsoft Word, Customer Service, Microsoft Office, Restaurants, Translation, Russian, Long Distance Running, Sports Nutrition, Internet, Proofreading, Sports, Food & Beverage, CrossFit, Management, Fine Dining, Casual Dining, Call Centers, Teamwork, Sales, Public Speaking, PowerPoint, Leadership, Marketing, Microsoft Excel, Social Networking, Research, Social Media
Education
Penn State Abington 2012 — 2014
Bachelor of Science (B.S.), General Science
Temple University 2008 — 2011
Biology, General
Kevin Brune Kevin Brune's Merrill Edge Experience June 2015 - Present
Job Student at The College of New Jersey
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
New Jersey Office of Management and Budget, Department of Treasury June 2014 - January 2015
The College of New Jersey January 2011 - March 2014
Princeton Family YMCA June 2013 - August 2013
Princeton Family YMCA June 2009 - August 2012
Skills
PowerPoint, Teamwork, Public Speaking, English, Microsoft Word, Time Management, Leadership, Event Planning, Marketing, Sports, Management, Team Leadership, Facebook, Data Analysis, Social Networking, Finance
Education
The College of New Jersey 2011 — 2015
Associate's degree, Finance, General
Montgomery High School 2007 — 2011
High School, 3.33
Merrill Edge June 2015 - Present
New Jersey Office of Management and Budget, Department of Treasury June 2014 - January 2015
The College of New Jersey January 2011 - March 2014
Princeton Family YMCA June 2013 - August 2013
Princeton Family YMCA June 2009 - August 2012
Skills
PowerPoint, Teamwork, Public Speaking, English, Microsoft Word, Time Management, Leadership, Event Planning, Marketing, Sports, Management, Team Leadership, Facebook, Data Analysis, Social Networking, Finance
Education
The College of New Jersey 2011 — 2015
Associate's degree, Finance, General
Montgomery High School 2007 — 2011
High School, 3.33
Derek Soliz Derek Soliz's Merrill Edge Experience December 2014 - July 2015
Job Financial Advisor at Fulcrum Equity Management
Industry Financial Services
Experience
Fulcrum Equity Management July 2015 - Present
Merrill Edge December 2014 - July 2015
Williams Financial Group March 2014 - November 2014
Williams Financial Group August 2011 - February 2014
Williams Financial Group August 2010 - August 2011
TD Ameritrade Institutional February 2010 - August 2010
JP Morgan Chase October 2008 - February 2010
Fidelity Investments June 2007 - October 2008
John Deere October 2004 - May 2007
Skills
Series 63, Series 66, Series 6, Series 7, Uniform Combined State..., Financial Services, 401k, Retirement Planning, Financial Advisory, Securities, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Financial Modeling, Finance, Microsoft Word, Sales, Salesforce.com, PowerPoint, Orion, Separately Managed..., RIA, Envestnet, Money Guide Pro, Streetscape, Strategic Financial..., Equities, Asset Management, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory, ETFs, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2007
BBA, Finance
Fulcrum Equity Management July 2015 - Present
Merrill Edge December 2014 - July 2015
Williams Financial Group March 2014 - November 2014
Williams Financial Group August 2011 - February 2014
Williams Financial Group August 2010 - August 2011
TD Ameritrade Institutional February 2010 - August 2010
JP Morgan Chase October 2008 - February 2010
Fidelity Investments June 2007 - October 2008
John Deere October 2004 - May 2007
Skills
Series 63, Series 66, Series 6, Series 7, Uniform Combined State..., Financial Services, 401k, Retirement Planning, Financial Advisory, Securities, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Financial Modeling, Finance, Microsoft Word, Sales, Salesforce.com, PowerPoint, Orion, Separately Managed..., RIA, Envestnet, Money Guide Pro, Streetscape, Strategic Financial..., Equities, Asset Management, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory, ETFs, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2007
BBA, Finance
Michael J. Young's Merrill Edge Experience October 2011 - February 2015
Job Financial Planner at Lincoln Financial Group
Industry Financial Services
Experience
Liincoln Financial Advisors June 2015 - Present
Merrill Edge October 2011 - February 2015
Aroma's Cigar and Martini Bar October 2003 - December 2010
Young Enterprises Insurance Group March 1999 - June 2005
Skills
Business Planning, Retirement Planning, Wealth Management, Financial Planning, Investments, Insurance, Business Succession...
Education
University of North Florida 1989 — 2003
Bachelor’s Degree, Criminal Justice
University of Florida 1987 — 1989
Liincoln Financial Advisors June 2015 - Present
Merrill Edge October 2011 - February 2015
Aroma's Cigar and Martini Bar October 2003 - December 2010
Young Enterprises Insurance Group March 1999 - June 2005
Skills
Business Planning, Retirement Planning, Wealth Management, Financial Planning, Investments, Insurance, Business Succession...
Education
University of North Florida 1989 — 2003
Bachelor’s Degree, Criminal Justice
University of Florida 1987 — 1989
Jeff McGrew's Merrill Edge Experience April 2013 - February 2015
Job Financial Professional
Industry Financial Services
Experience
TD Ameritrade March 2015 - July 2015
Merrill Edge April 2013 - February 2015
APL December 2011 - March 2013
O'kido Preschool December 2010 - June 2011
Grimm Commercial February 2010 - May 2010
Skills
Account Management, Sales, Manage Client..., Finance, International Logistics, Financial Analysis, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Leadership, Marketing, Social Media, Analysis, Event Planning, Accounting, Risk Management, Social Networking, CRM, Investments, Public Speaking, Social Media Marketing, Management, Sales Operations
Education
University of Arizona 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.7
University of San Francisco 2006 — 2008
Bachelor of Business Administration (BBA), International Business
Jesuit High School 2002 — 2006
St. Rose 1993 — 2002
TD Ameritrade March 2015 - July 2015
Merrill Edge April 2013 - February 2015
APL December 2011 - March 2013
O'kido Preschool December 2010 - June 2011
Grimm Commercial February 2010 - May 2010
Skills
Account Management, Sales, Manage Client..., Finance, International Logistics, Financial Analysis, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Leadership, Marketing, Social Media, Analysis, Event Planning, Accounting, Risk Management, Social Networking, CRM, Investments, Public Speaking, Social Media Marketing, Management, Sales Operations
Education
University of Arizona 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.7
University of San Francisco 2006 — 2008
Bachelor of Business Administration (BBA), International Business
Jesuit High School 2002 — 2006
St. Rose 1993 — 2002
Kerry Seiboth Kerry Seiboth's Merrill Edge Experience October 2014 - Present
Job Audit Associate
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
P&G Associates June 2012 - October 2014
Merrill Lynch March 2010 - June 2012
Skills
Banking, Internal Audit, Internal Controls, Sarbanes-Oxley, Series 7, Retirement Planning, 401k, Microsoft Excel, Microsoft Office, Pensions, Accounting, Microsoft Word, Mutual Funds, Financial Analysis, Financial Audits, Word, Editing, Customer Relations, Compliance, Uniform Combined State..., Loans, Teamwork, Financial Reporting, Risk Management, PowerPoint, Client Service, Writing, ERISA, Client Services, GAAP, Sarbanes-Oxley Act, Securities, Financial Services, Financial Accounting, Accounts Payable, Account Reconciliation, Call Reporting, Policies & Procedures..., Quality Control
Education
The College of New Jersey 2005 — 2009
Bachelor of Science, Finance
Merrill Edge October 2014 - Present
P&G Associates June 2012 - October 2014
Merrill Lynch March 2010 - June 2012
Skills
Banking, Internal Audit, Internal Controls, Sarbanes-Oxley, Series 7, Retirement Planning, 401k, Microsoft Excel, Microsoft Office, Pensions, Accounting, Microsoft Word, Mutual Funds, Financial Analysis, Financial Audits, Word, Editing, Customer Relations, Compliance, Uniform Combined State..., Loans, Teamwork, Financial Reporting, Risk Management, PowerPoint, Client Service, Writing, ERISA, Client Services, GAAP, Sarbanes-Oxley Act, Securities, Financial Services, Financial Accounting, Accounts Payable, Account Reconciliation, Call Reporting, Policies & Procedures..., Quality Control
Education
The College of New Jersey 2005 — 2009
Bachelor of Science, Finance
Daniel Slocum Daniel Slocum's Merrill Edge Experience December 2014 - Present
Job Financial Solutions Advisor
Industry Banking
Experience
Merrill Edge December 2014 - Present
Chase September 2010 - December 2014
J Bradley Financial January 2010 - April 2010
Ameriprise Financial April 2007 - December 2008
Skills
Sales, Account Management, Cold Calling, Relationship Management, Retail Banking, Strategic Financial..., Series 7
Education
University of Arizona 2002 — 2005
Bachelor of Arts (B.A.), Economics
Merrill Edge December 2014 - Present
Chase September 2010 - December 2014
J Bradley Financial January 2010 - April 2010
Ameriprise Financial April 2007 - December 2008
Skills
Sales, Account Management, Cold Calling, Relationship Management, Retail Banking, Strategic Financial..., Series 7
Education
University of Arizona 2002 — 2005
Bachelor of Arts (B.A.), Economics
William Whittington William Whittington's Merrill Edge Experience May 2012 - August 2013
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Black Diamond Performance Reporting, LLC March 2013 - April 2014
Merrill Edge May 2012 - August 2013
Merrill Edge August 2012 - March 2013
Merrill Lynch March 2007 - May 2011
Skills
Client Service Oriented, Series 7, Oral & Written..., Customer Satisfaction, Series 66, Learning Quickly, Team-oriented, Microsoft Excel, Performance Reporting, Analytical Capability, Friendly Personality, Intelligence, Motivated self-starter, Dependable Team Player, Finance, Technology, Client Services, Uniform Combined State..., Retirement Benefits, Retirement Planning, Retirement
Education
University of Florida 1998 — 2002
Bachelor of Health Science, Rehabilitation Services
Morgan Stanley June 2014 - Present
Black Diamond Performance Reporting, LLC March 2013 - April 2014
Merrill Edge May 2012 - August 2013
Merrill Edge August 2012 - March 2013
Merrill Lynch March 2007 - May 2011
Skills
Client Service Oriented, Series 7, Oral & Written..., Customer Satisfaction, Series 66, Learning Quickly, Team-oriented, Microsoft Excel, Performance Reporting, Analytical Capability, Friendly Personality, Intelligence, Motivated self-starter, Dependable Team Player, Finance, Technology, Client Services, Uniform Combined State..., Retirement Benefits, Retirement Planning, Retirement
Education
University of Florida 1998 — 2002
Bachelor of Health Science, Rehabilitation Services
Mike Mader Mike Mader's Merrill Edge Experience 2011 - 2012
Job Mortgage Banker at V.I.P. Mortgage, Inc.
Industry Banking
Experience
V.I.P. Mortgage, Inc. September 2014 - Present
Stearns Lending November 2013 - September 2014
Wells Fargo Home Mortgage April 2011 - September 2013
Merrill Edge 2011 - 2012
Wells Fargo 2007 - 2011
countrywide 2005 - 2007
Skills
Loans, Mortgage Lending, Refinance, Mortgage Banking, FHA, Loan Origination, VA loans, Residential Mortgages, FHA financing, USDA, Credit, Banking, Government Loans, Credit Analysis, Reverse Mortgages, Investments, Mutual Funds, FHA Financing, VA Loans
Education
The University of Texas at El Paso 1999 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
V.I.P. Mortgage, Inc. September 2014 - Present
Stearns Lending November 2013 - September 2014
Wells Fargo Home Mortgage April 2011 - September 2013
Merrill Edge 2011 - 2012
Wells Fargo 2007 - 2011
countrywide 2005 - 2007
Skills
Loans, Mortgage Lending, Refinance, Mortgage Banking, FHA, Loan Origination, VA loans, Residential Mortgages, FHA financing, USDA, Credit, Banking, Government Loans, Credit Analysis, Reverse Mortgages, Investments, Mutual Funds, FHA Financing, VA Loans
Education
The University of Texas at El Paso 1999 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Connor Jackson Connor Jackson's Merrill Edge Experience June 2015 - Present
Job Preferred Transition Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Catalina Investments January 2015 - May 2015
Albertsons September 2009 - September 2014
Skills
Store Management, Merchandising, Retail, Loss Prevention, Visual Merchandising, Social Media, Customer Service, Event Planning, Social Networking, Leadership, Microsoft Office, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Time Management, Microsoft Word
Education
University of Arizona 2011 — 2015
Finance, Finance, General
Merrill Edge June 2015 - Present
Catalina Investments January 2015 - May 2015
Albertsons September 2009 - September 2014
Skills
Store Management, Merchandising, Retail, Loss Prevention, Visual Merchandising, Social Media, Customer Service, Event Planning, Social Networking, Leadership, Microsoft Office, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Time Management, Microsoft Word
Education
University of Arizona 2011 — 2015
Finance, Finance, General
Nic Irwin Nic Irwin's Merrill Edge Experience July 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
J.P. Morgan Securities LLC August 2013 - June 2015
Edward jones 2011 - 2013
Southwestern Advantage 2011 - 2011
Education
Texas A&M University 2007 — 2011
Bachelor's degree, Business General
Merrill Edge July 2015 - Present
J.P. Morgan Securities LLC August 2013 - June 2015
Edward jones 2011 - 2013
Southwestern Advantage 2011 - 2011
Education
Texas A&M University 2007 — 2011
Bachelor's degree, Business General
Sami Said Sami Said's Merrill Edge Experience April 2011 - August 2012
Job Equity Trader at T3 Trading Group, LLC
Industry
Experience
T3Live.com June 2013 - Present
T3 Trading Group, LLC September 2012 - Present
Merrill Edge April 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - August 2010
Morgan Stanley August 2006 - February 2008
Skills
Financial Services, Finance, Securities, Equities, Investments, Mutual Funds, Series 7, FINRA, Trading, Bloomberg, Fixed Income, Series 63, Hedge Funds, Equity Trading, Options
Education
State University of New York at Albany 2001 — 2006
Bachelor's degree, Social Sciences, 3.0
T3Live.com June 2013 - Present
T3 Trading Group, LLC September 2012 - Present
Merrill Edge April 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - August 2010
Morgan Stanley August 2006 - February 2008
Skills
Financial Services, Finance, Securities, Equities, Investments, Mutual Funds, Series 7, FINRA, Trading, Bloomberg, Fixed Income, Series 63, Hedge Funds, Equity Trading, Options
Education
State University of New York at Albany 2001 — 2006
Bachelor's degree, Social Sciences, 3.0
Christian Llerena Christian Llerena's Merrill Edge Experience October 2014 - Present
Job Financial Solutions Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Olympus Management Services June 2013 - May 2014
Northwestern Mutual April 2013 - August 2013
Progreso Financial Services October 2009 - April 2013
Kohls May 2011 - June 2012
Macy's November 2010 - February 2011
TCNJ Music Department August 2010 - December 2010
Skills
Microsoft Excel, Teamwork, Customer Service, Consulting, Corporate Finance, Financial Accounting, Financial Analysis, Cost Accounting, Access, Working under pressure, Leadership, Finance, Social Networking, Organization, QuickBooks, Income Tax, Time Management, Balance Sheet, Business Valuation, Strategic Enterprise...
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Finance
Marlboro High School 2006 — 2010
Merrill Edge October 2014 - Present
Olympus Management Services June 2013 - May 2014
Northwestern Mutual April 2013 - August 2013
Progreso Financial Services October 2009 - April 2013
Kohls May 2011 - June 2012
Macy's November 2010 - February 2011
TCNJ Music Department August 2010 - December 2010
Skills
Microsoft Excel, Teamwork, Customer Service, Consulting, Corporate Finance, Financial Accounting, Financial Analysis, Cost Accounting, Access, Working under pressure, Leadership, Finance, Social Networking, Organization, QuickBooks, Income Tax, Time Management, Balance Sheet, Business Valuation, Strategic Enterprise...
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Finance
Marlboro High School 2006 — 2010
Angel Mendez, CRPC Angel Mendez, CRPC's Merrill Edge Experience October 2013 - Present
Job Financial Professional
Industry Investment Management
Experience
Merrill Edge October 2013 - Present
USAA Federal Savings Bank October 2011 - March 2013
Morgan Stanley Smith Barney May 2010 - December 2011
Morgan Stanley Smith Barney February 2008 - January 2010
Wells Fargo Bank October 2007 - December 2007
Skills
Spanish, Wealth Management, Series 7, series 66, Series 31, Series 3, Retirement Planning, Insurance, Securities, Finance
Education
The University of Texas at San Antonio 2003 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Edge October 2013 - Present
USAA Federal Savings Bank October 2011 - March 2013
Morgan Stanley Smith Barney May 2010 - December 2011
Morgan Stanley Smith Barney February 2008 - January 2010
Wells Fargo Bank October 2007 - December 2007
Skills
Spanish, Wealth Management, Series 7, series 66, Series 31, Series 3, Retirement Planning, Insurance, Securities, Finance
Education
The University of Texas at San Antonio 2003 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Peter Mastromarco Peter Mastromarco's Merrill Edge Experience January 2012 - Present
Job Bank Of America/MerrillEdge Financial Solutions Team Manager
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
JERA Inc February 2009 - December 2011
Investment Professionals, Inc. HV BANK September 2007 - February 2009
Merrill Lynch 1999 - 2007
Skills
Series 7, Series 66, Series 9, Series 10, Investments, Wealth Management, Finance, Portfolio Management, Retirement Planning, Asset Allocation, Securities, Fixed Income, Asset Management, Financial Advisory, Retirement, Mutual Funds, Uniform Combined State..., Investment Strategies, Strategic Financial..., Relationship Management, Equities, Financial Services, Banking, Series 63, Investment Advisory
Education
Temple University - Fox School of Business and Management 1992 — 1997
BS, Business Administration
Merrill Edge January 2012 - Present
JERA Inc February 2009 - December 2011
Investment Professionals, Inc. HV BANK September 2007 - February 2009
Merrill Lynch 1999 - 2007
Skills
Series 7, Series 66, Series 9, Series 10, Investments, Wealth Management, Finance, Portfolio Management, Retirement Planning, Asset Allocation, Securities, Fixed Income, Asset Management, Financial Advisory, Retirement, Mutual Funds, Uniform Combined State..., Investment Strategies, Strategic Financial..., Relationship Management, Equities, Financial Services, Banking, Series 63, Investment Advisory
Education
Temple University - Fox School of Business and Management 1992 — 1997
BS, Business Administration
Chris Pon Chris Pon's Merrill Edge Experience November 2012 - August 2014
Job TBD
Industry Financial Services
Experience
Monroe Personnel Service LLC and Temptime March 2015 - Present
Merrill Edge November 2012 - August 2014
Charles Schwab July 2011 - November 2012
Rayner & Haynor Investment Counselors June 2008 - May 2011
Union Bank 2007 - 2008
UC Berkeley 2004 - 2007
Skills
Series 7, Series 63, Series 65, Investments, Banking, Credit, Analysis, Portfolio Management, Investment Advisory, Microsoft Excel, Axys, Bloomberg Terminal, Sales Operations, Public Speaking, Series 30, Series 31, Spreadsheets, 401(k) / 403(b), Rollover / Roth /..., Health Savings Accounts, College Savings Plans, Financial Services, Mutual Funds, Wealth Management, FINRA, Sales, Finance, Securities, Retirement Planning, Asset Allocation, Bloomberg, ETFs, Strategic Financial..., Investment Management
Education
University of California, Berkeley 2001 — 2004
BA
Monroe Personnel Service LLC and Temptime March 2015 - Present
Merrill Edge November 2012 - August 2014
Charles Schwab July 2011 - November 2012
Rayner & Haynor Investment Counselors June 2008 - May 2011
Union Bank 2007 - 2008
UC Berkeley 2004 - 2007
Skills
Series 7, Series 63, Series 65, Investments, Banking, Credit, Analysis, Portfolio Management, Investment Advisory, Microsoft Excel, Axys, Bloomberg Terminal, Sales Operations, Public Speaking, Series 30, Series 31, Spreadsheets, 401(k) / 403(b), Rollover / Roth /..., Health Savings Accounts, College Savings Plans, Financial Services, Mutual Funds, Wealth Management, FINRA, Sales, Finance, Securities, Retirement Planning, Asset Allocation, Bloomberg, ETFs, Strategic Financial..., Investment Management
Education
University of California, Berkeley 2001 — 2004
BA
Chrissy Celaya's Merrill Edge Experience September 2014 - Present
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
CIEE July 2013 - Present
CFP Board May 2011 - Present
USAA June 2011 - July 2013
USAA June 2010 - August 2010
Planto Roe Financial Services June 2009 - August 2009
Skills
Retirement Planning, Investments, Life Insurance, Client Relations Skills, Comprehensive Planning, Team Leadership, Product Development, Flexibility, Strategic Financial..., Series 7, Series 63, Series 65, Insurance, Financial Advisory, Estate Planning, Wealth Management
Education
Texas Tech University 2007 — 2011
BS, Personal Financial Planning, 3.8
Alamo Heights High School
Alamo Heights High School
Merrill Edge September 2014 - Present
CIEE July 2013 - Present
CFP Board May 2011 - Present
USAA June 2011 - July 2013
USAA June 2010 - August 2010
Planto Roe Financial Services June 2009 - August 2009
Skills
Retirement Planning, Investments, Life Insurance, Client Relations Skills, Comprehensive Planning, Team Leadership, Product Development, Flexibility, Strategic Financial..., Series 7, Series 63, Series 65, Insurance, Financial Advisory, Estate Planning, Wealth Management
Education
Texas Tech University 2007 — 2011
BS, Personal Financial Planning, 3.8
Alamo Heights High School
Alamo Heights High School
Daniel Chane Daniel Chane's Merrill Edge Experience April 2014 - Present
Job Vice President | Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Merrill Edge August 2011 - April 2014
Comerica Bank March 2010 - August 2011
Wells Fargo December 2007 - March 2010
Skills
Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Series 7, Life Insurance, Uniform Combined State..., Series 66, Financial Planning, Retail Banking, Team Leadership, Sales Management
Education
UC Davis 2005 — 2007
Bachelors of Arts, Economics
Merrill Edge April 2014 - Present
Merrill Edge August 2011 - April 2014
Comerica Bank March 2010 - August 2011
Wells Fargo December 2007 - March 2010
Skills
Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Series 7, Life Insurance, Uniform Combined State..., Series 66, Financial Planning, Retail Banking, Team Leadership, Sales Management
Education
UC Davis 2005 — 2007
Bachelors of Arts, Economics
Brandon Wiggins's Merrill Edge Experience September 2014 - Present
Job Director, Regional Sales Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Merrill Edge January 2013 - August 2014
Merrill Edge July 2010 - December 2012
Skills
Portfolio Management, Fixed Income, Investments, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Analysis, Marketing, Financial Reporting, Leadership, Business Analysis, Account Management, Business Development, CRM
Education
University of Florida 2006 — 2010
Business Administration, Finance
Merrill Edge September 2014 - Present
Merrill Edge January 2013 - August 2014
Merrill Edge July 2010 - December 2012
Skills
Portfolio Management, Fixed Income, Investments, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Analysis, Marketing, Financial Reporting, Leadership, Business Analysis, Account Management, Business Development, CRM
Education
University of Florida 2006 — 2010
Business Administration, Finance
Gautham Natarajan Gautham Natarajan's Merrill Edge Experience June 2013 - January 2015
Job Associate Portfolio Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2015 - Present
Merrill Edge June 2013 - January 2015
Merrill Edge January 2013 - May 2013
Tradewire March 2011 - May 2012
Wasson Capital Advisors January 2008 - March 2011
Skills
Data Analysis, Financial Analysis, Valuation, Hedge Funds, Portfolio Management, Finance, Fundraising, Investments, Microsoft Excel, Alternative Investments, Asset Managment, Microsoft Office, Asset Management, Trading
Education
The Ohio State University 2003 — 2008
BA, Economics
Northern Trust Corporation February 2015 - Present
Merrill Edge June 2013 - January 2015
Merrill Edge January 2013 - May 2013
Tradewire March 2011 - May 2012
Wasson Capital Advisors January 2008 - March 2011
Skills
Data Analysis, Financial Analysis, Valuation, Hedge Funds, Portfolio Management, Finance, Fundraising, Investments, Microsoft Excel, Alternative Investments, Asset Managment, Microsoft Office, Asset Management, Trading
Education
The Ohio State University 2003 — 2008
BA, Economics
David Pritikin David Pritikin's Merrill Edge Experience August 2011 - April 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge August 2011 - April 2014
Charles Schwab April 2006 - December 2009
Charles Schwab & Co., Inc. April 2004 - April 2006
Crate & Barrel October 2001 - April 2004
Charles Schwab & Co., Inc. December 2000 - July 2001
Charles Schwab & Co., Inc. December 1998 - December 2000
Charles Schwab July 1995 - December 1998
Skills
Account Management, Banking, Financial Services, Series 7, Securities, Mutual Funds, Training, Leadership, Sales, Wealth Management, Finance, Uniform Combined State..., Series 63, Financial Planning, Portfolio Management, Program Management, Retirement Planning, Investments, Customer Service, Trading, Risk Management, Asset Allocation, Asset Management, Strategy
Education
University of Florida 1976 — 1978
B.A., American Studies
University of South Florida 1972 — 1975
Bachelor of Arts, American Studies
Scottrade July 2014 - Present
Merrill Edge August 2011 - April 2014
Charles Schwab April 2006 - December 2009
Charles Schwab & Co., Inc. April 2004 - April 2006
Crate & Barrel October 2001 - April 2004
Charles Schwab & Co., Inc. December 2000 - July 2001
Charles Schwab & Co., Inc. December 1998 - December 2000
Charles Schwab July 1995 - December 1998
Skills
Account Management, Banking, Financial Services, Series 7, Securities, Mutual Funds, Training, Leadership, Sales, Wealth Management, Finance, Uniform Combined State..., Series 63, Financial Planning, Portfolio Management, Program Management, Retirement Planning, Investments, Customer Service, Trading, Risk Management, Asset Allocation, Asset Management, Strategy
Education
University of Florida 1976 — 1978
B.A., American Studies
University of South Florida 1972 — 1975
Bachelor of Arts, American Studies
Tuoc B. Dao, LUTCF Tuoc B. Dao, LUTCF's Merrill Edge Experience June 2014 - October 2014
Job Academic Student at The American College
Industry Financial Services
Experience
Merrill Edge June 2014 - October 2014
Santander Bank, N.A. July 2012 - September 2013
New York Life May 2003 - April 2012
Skills
Fixed Annuities, IRAs, Life Insurance, Mutual Funds, Wealth Accumulation, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Finance, Financial Services, Banking, Variable Annuities, Public Speaking, Training, Mortgage Lending, Portfolio Management, Financial Planning, Insurance
Education
The American College 2007 — 2007
LUTCF (Life Underwriter Training Council Fellow)
The American College 2014 — 2016
CFP® (Certified Financial Planner)
The American College 2014 — 2016
ChFC® (Chartered Financial Consultant)
The American College 2014 — 2016
CLU® (Chartered Life Underwriter)
University of Rhode Island 1997 — 2001
Business, Double major: Management and Marketing
University of Hawaii at Manoa 1999 — 2000
Business Management and Business Marketing
Merrill Edge June 2014 - October 2014
Santander Bank, N.A. July 2012 - September 2013
New York Life May 2003 - April 2012
Skills
Fixed Annuities, IRAs, Life Insurance, Mutual Funds, Wealth Accumulation, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Finance, Financial Services, Banking, Variable Annuities, Public Speaking, Training, Mortgage Lending, Portfolio Management, Financial Planning, Insurance
Education
The American College 2007 — 2007
LUTCF (Life Underwriter Training Council Fellow)
The American College 2014 — 2016
CFP® (Certified Financial Planner)
The American College 2014 — 2016
ChFC® (Chartered Financial Consultant)
The American College 2014 — 2016
CLU® (Chartered Life Underwriter)
University of Rhode Island 1997 — 2001
Business, Double major: Management and Marketing
University of Hawaii at Manoa 1999 — 2000
Business Management and Business Marketing
Gary Tsui Gary Tsui's Merrill Edge Experience November 2013 - Present
Job Financial Solution Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2013 - Present
Scottrade 2010 - 2013
Skills
Wealth Management, Retirement Plan..., Mutual Funds, Equities, Investments, Portfolio Management, Options, Trading, Securities, Financial Analysis, Fixed Income
Education
University of California, Riverside 2004 — 2007
Bachelor degree of Science, Business Administration
Merrill Edge November 2013 - Present
Scottrade 2010 - 2013
Skills
Wealth Management, Retirement Plan..., Mutual Funds, Equities, Investments, Portfolio Management, Options, Trading, Securities, Financial Analysis, Fixed Income
Education
University of California, Riverside 2004 — 2007
Bachelor degree of Science, Business Administration
Chris Savard, AAMS®'s Merrill Edge Experience July 2015 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Merrill Edge March 2014 - Present
Charles Schwab December 2012 - January 2014
Charles Schwab November 2009 - November 2012
Spectrum Direct March 2005 - August 2009
American Fidelity Assurance August 2003 - December 2004
California Elementary Schools September 1999 - August 2003
Skills
Insurance, Life Insurance, Account Management, Health Insurance, Disability Insurance, 401k, Retirement, Term Life Insurance, Retirement Planning, Sales, Financial Services, Selling Skills, Marketing, Employee Benefits, Benefits Administration, Outlook, Fixed Annuities, Investments, Selling, Management, Strategic Financial...
Education
University of California, Riverside 1995 — 1997
B.A., Political Science
Merrill Edge July 2015 - Present
Merrill Edge March 2014 - Present
Charles Schwab December 2012 - January 2014
Charles Schwab November 2009 - November 2012
Spectrum Direct March 2005 - August 2009
American Fidelity Assurance August 2003 - December 2004
California Elementary Schools September 1999 - August 2003
Skills
Insurance, Life Insurance, Account Management, Health Insurance, Disability Insurance, 401k, Retirement, Term Life Insurance, Retirement Planning, Sales, Financial Services, Selling Skills, Marketing, Employee Benefits, Benefits Administration, Outlook, Fixed Annuities, Investments, Selling, Management, Strategic Financial...
Education
University of California, Riverside 1995 — 1997
B.A., Political Science
Rodney Viloria Rodney Viloria's Merrill Edge Experience February 2012 - September 2014
Job Sales Supervision Associate at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) October 2015 - Present
Merrill Edge February 2012 - September 2014
E*TRADE Financial Corporation March 2010 - October 2011
TD Ameritrade October 2008 - February 2010
Countrywide Bank/Countrywide Investments May 2004 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Investments, Financial Services, Financial Advisory, Consulting, Asset Allocation, Banking, Finance
Education
University of California, Los Angeles
Bachelor's Degree, Sociology
National Planning Corporation (NPC) October 2015 - Present
Merrill Edge February 2012 - September 2014
E*TRADE Financial Corporation March 2010 - October 2011
TD Ameritrade October 2008 - February 2010
Countrywide Bank/Countrywide Investments May 2004 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Investments, Financial Services, Financial Advisory, Consulting, Asset Allocation, Banking, Finance
Education
University of California, Los Angeles
Bachelor's Degree, Sociology
Plato Wang's Merrill Edge Experience November 2014 - Present
Job Financial Solutions Advisor at Merril Edge
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
JPMorgan Chase September 2013 - November 2014
Bank of America September 2012 - September 2013
Encinal Investments, Inc. January 2001 - September 2012
Tavel Entertainment 1998 - 2000
William-Morris Agency 1996 - 1998
Skills
Sales, Long-term Customer..., Customer Retention, Exceptional Communicator, Problem Solving, Written & Oral..., Customer Insight, Teamwork, Dispute Resolution, Project Management, Property Management, Lease Administration, Real Estate Development, Building Permits, Entitlements, Zoning, Tenant Improvement..., Conditional Use Permits, General Plans, Facilities Management, Tenant Coordination, Blueprint Reading, Building Management..., Tenant Retention, Office Buildings, Contractual Agreements, Contractor Selection, CPM Scheduling, Facility Start-up, FDA GMP, Supervisory Experience, Marinas, Owners Representative, Editing, Speech Writing, Negotiation
Education
UC Berkeley
Bachelor of Arts (B.A.), English Language and Literature/Letters
UC Berkeley Extension
Understanding Wealth Management
Head-Royce School
High School, General Education
Merrill Edge November 2014 - Present
JPMorgan Chase September 2013 - November 2014
Bank of America September 2012 - September 2013
Encinal Investments, Inc. January 2001 - September 2012
Tavel Entertainment 1998 - 2000
William-Morris Agency 1996 - 1998
Skills
Sales, Long-term Customer..., Customer Retention, Exceptional Communicator, Problem Solving, Written & Oral..., Customer Insight, Teamwork, Dispute Resolution, Project Management, Property Management, Lease Administration, Real Estate Development, Building Permits, Entitlements, Zoning, Tenant Improvement..., Conditional Use Permits, General Plans, Facilities Management, Tenant Coordination, Blueprint Reading, Building Management..., Tenant Retention, Office Buildings, Contractual Agreements, Contractor Selection, CPM Scheduling, Facility Start-up, FDA GMP, Supervisory Experience, Marinas, Owners Representative, Editing, Speech Writing, Negotiation
Education
UC Berkeley
Bachelor of Arts (B.A.), English Language and Literature/Letters
UC Berkeley Extension
Understanding Wealth Management
Head-Royce School
High School, General Education
Nick Givogri's Merrill Edge Experience August 2011 - Present
Job
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
Merrill Lynch 2007 - 2010
Merrill Lynch 2005 - 2007
Merrill Lynch 1997 - 2005
Education
University of California, Los Angeles 1995 — 1998
Economics
Merrill Edge August 2011 - Present
Merrill Lynch 2007 - 2010
Merrill Lynch 2005 - 2007
Merrill Lynch 1997 - 2005
Education
University of California, Los Angeles 1995 — 1998
Economics
Brian Shin's Merrill Edge Experience January 2011 - April 2015
Job Head of Business Intelligence at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Merrill Edge January 2011 - April 2015
Merrill Lynch February 2009 - December 2010
Merrill Lynch January 2007 - January 2009
Merrill Lynch September 2004 - January 2007
Complex Systems Inc. - BankTrade June 2002 - August 2004
Skills
Financial Services, Bloomberg, Investment Banking, Product Management, Financial Modeling, Strategy, Valuation, Investments
Education
The Johns Hopkins University
E*TRADE Financial Corporation April 2015 - Present
Merrill Edge January 2011 - April 2015
Merrill Lynch February 2009 - December 2010
Merrill Lynch January 2007 - January 2009
Merrill Lynch September 2004 - January 2007
Complex Systems Inc. - BankTrade June 2002 - August 2004
Skills
Financial Services, Bloomberg, Investment Banking, Product Management, Financial Modeling, Strategy, Valuation, Investments
Education
The Johns Hopkins University
Sean McComber, CFP®, CAP®'s Merrill Edge Experience June 2014 - June 2015
Job Director of Financial Planning at Maller Wealth Advisors, Inc
Industry Financial Services
Experience
Maller Wealth Advisors, Inc July 2015 - Present
Merrill Edge June 2014 - June 2015
Key Financial Group November 2012 - May 2014
Prudential Insurance Company of America, Newark, NJ March 2009 - November 2012
Keystone Funding Group March 2005 - March 2009
Erie Financial Group February 2001 - May 2005
Elite Funding Corporation November 1999 - February 2001
Wet Seal Contempo Casuals June 1999 - November 1999
Britches Great Outdoors October 1998 - November 1999
Structure May 1997 - October 1998
Education
The American College 2013 — 2014
Chartered Advisor in Philanthropy (CAP) designation
The American College 2009 — 2012
CFP Certification Curriculum
The George Washington University 1993 — 1997
Bachelor of Arts, Major in Psychology, Minor in Biology
Maller Wealth Advisors, Inc July 2015 - Present
Merrill Edge June 2014 - June 2015
Key Financial Group November 2012 - May 2014
Prudential Insurance Company of America, Newark, NJ March 2009 - November 2012
Keystone Funding Group March 2005 - March 2009
Erie Financial Group February 2001 - May 2005
Elite Funding Corporation November 1999 - February 2001
Wet Seal Contempo Casuals June 1999 - November 1999
Britches Great Outdoors October 1998 - November 1999
Structure May 1997 - October 1998
Education
The American College 2013 — 2014
Chartered Advisor in Philanthropy (CAP) designation
The American College 2009 — 2012
CFP Certification Curriculum
The George Washington University 1993 — 1997
Bachelor of Arts, Major in Psychology, Minor in Biology
Justin Vance's Merrill Edge Experience August 2015 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
JPMorgan Chase Bank, N.A. August 2009 - July 2015
Legent Clearing November 2003 - December 2007
Bidwell and Company 2001 - 2003
Janus Capital Group 1998 - 2001
Education
Stephen F. Austin State University 1994 — 1998
Liberal Arts, Criminal Justice/Law Enforcement Administration
Merrill Edge August 2015 - Present
JPMorgan Chase Bank, N.A. August 2009 - July 2015
Legent Clearing November 2003 - December 2007
Bidwell and Company 2001 - 2003
Janus Capital Group 1998 - 2001
Education
Stephen F. Austin State University 1994 — 1998
Liberal Arts, Criminal Justice/Law Enforcement Administration
Rob Mayberry's Merrill Edge Experience August 2011 - June 2012
Job VP and Sr. Financial Advisor for City National Securities, Blues Guitar Player, and Road Bicyclist
Industry Investment Management
Experience
City National Bank and City National Securities July 2012 - Present
Merrill Edge August 2011 - June 2012
Fidelity Investments November 2010 - July 2011
Edward Jones December 2006 - November 2010
A.G. Edwards & Sons, Inc. May 2004 - November 2006
KPIX-TV / CBS 5 September 1999 - April 2004
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement, Series 7, Mutual Funds, Insurance, Finance, Asset Allocation, Banking, Long-term Care, Strategic Financial..., Investment Strategies, Equities, Financial Services, Series 63
Education
University of Kansas 1985 — 1991
BA, English Literature
Leavenworth High School 1981 — 1985
Graduated
City National Bank and City National Securities July 2012 - Present
Merrill Edge August 2011 - June 2012
Fidelity Investments November 2010 - July 2011
Edward Jones December 2006 - November 2010
A.G. Edwards & Sons, Inc. May 2004 - November 2006
KPIX-TV / CBS 5 September 1999 - April 2004
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement, Series 7, Mutual Funds, Insurance, Finance, Asset Allocation, Banking, Long-term Care, Strategic Financial..., Investment Strategies, Equities, Financial Services, Series 63
Education
University of Kansas 1985 — 1991
BA, English Literature
Leavenworth High School 1981 — 1985
Graduated
Kimberly Clonan's Merrill Edge Experience September 2014 - Present
Job Segment Manager, Director at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Merrill Edge August 2013 - September 2014
Merrill Edge June 2012 - July 2013
Merrill Edge August 2011 - June 2012
Merrill Lynch February 2010 - August 2011
Merrill Lynch October 2008 - February 2010
Orlando Volleyball Academy December 2006 - May 2008
Skills
Series 7, Series 66, Series 24, Series 9/10, Equities, Mutual Funds, Securities, Wealth Management, Investments, Uniform Combined State..., FINRA, 401k
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, Economics
Merrill Edge September 2014 - Present
Merrill Edge August 2013 - September 2014
Merrill Edge June 2012 - July 2013
Merrill Edge August 2011 - June 2012
Merrill Lynch February 2010 - August 2011
Merrill Lynch October 2008 - February 2010
Orlando Volleyball Academy December 2006 - May 2008
Skills
Series 7, Series 66, Series 24, Series 9/10, Equities, Mutual Funds, Securities, Wealth Management, Investments, Uniform Combined State..., FINRA, 401k
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, Economics
Michael P. Barrett's Merrill Edge Experience December 2012 - Present
Job Merrill Edge Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge December 2012 - Present
Signator Investors, Inc. November 2010 - November 2012
Edward Jones August 2010 - November 2010
Advance Auto Parts May 2009 - February 2010
McGovern Insurance Agency September 2006 - May 2009
Liberty Mutual Insurance 2002 - 2005
Skills
Commercial Insurance, Finance, Retirement Planning, Fixed Annuities, Insurance, Series 63, Series 7, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Securities
Education
Susquehanna University 1993 — 1997
B.A., Mass Communications/Public Relations
Merrill Edge December 2012 - Present
Signator Investors, Inc. November 2010 - November 2012
Edward Jones August 2010 - November 2010
Advance Auto Parts May 2009 - February 2010
McGovern Insurance Agency September 2006 - May 2009
Liberty Mutual Insurance 2002 - 2005
Skills
Commercial Insurance, Finance, Retirement Planning, Fixed Annuities, Insurance, Series 63, Series 7, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Securities
Education
Susquehanna University 1993 — 1997
B.A., Mass Communications/Public Relations
Nick Wyer's Merrill Edge Experience September 2010 - March 2012
Job Financial Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines July 2012 - Present
Merrill Edge September 2010 - March 2012
Charles Schwab January 2008 - September 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Asset Managment, Financial Services, Trading, Financial Analysis, Uniform Combined State..., Customer Service, Sales, Microsoft Excel, Series 65, Account Management, Sales Management, Microsoft Office, FINRA, ETFs, Retirement Planning
Education
University of Arizona 2002 — 2007
Major: Economics, Minor: Business
Financial Engines July 2012 - Present
Merrill Edge September 2010 - March 2012
Charles Schwab January 2008 - September 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Asset Managment, Financial Services, Trading, Financial Analysis, Uniform Combined State..., Customer Service, Sales, Microsoft Excel, Series 65, Account Management, Sales Management, Microsoft Office, FINRA, ETFs, Retirement Planning
Education
University of Arizona 2002 — 2007
Major: Economics, Minor: Business
Robert Manners's Merrill Edge Experience August 2012 - Present
Job Team Lead at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Merrill Edge May 2011 - August 2012
Merrill Edge February 2010 - May 2011
Merrill Lynch April 2009 - February 2010
Merrill Lynch 2006 - 2009
Skills
Series 24, Series 7, Retirement Planning, Mutual Funds, FINRA, Asset Allocation, Investments, Uniform Combined State..., Wealth Management, Securities, Portfolio Management, Financial Advisory
Education
University of Florida 2002 — 2006
Druid Hills
Merrill Edge August 2012 - Present
Merrill Edge May 2011 - August 2012
Merrill Edge February 2010 - May 2011
Merrill Lynch April 2009 - February 2010
Merrill Lynch 2006 - 2009
Skills
Series 24, Series 7, Retirement Planning, Mutual Funds, FINRA, Asset Allocation, Investments, Uniform Combined State..., Wealth Management, Securities, Portfolio Management, Financial Advisory
Education
University of Florida 2002 — 2006
Druid Hills
Michael Zenowitz's Merrill Edge Experience March 2010 - March 2014
Job Vice President, Private Client Manager with U.S. Trust
Industry Financial Services
Experience
U.S. Trust March 2014 - Present
Merrill Edge March 2010 - March 2014
Banc of America Investments April 2009 - March 2010
Bank of America May 2008 - March 2009
Skills
Series 6, Series 7, Series 9, Series 10, Series 63, Series 66, Microsoft Word, Microsoft Excel, Microsoft Office
Education
The University of Connecticut School of Business 2004 — 2008
Finance
U.S. Trust March 2014 - Present
Merrill Edge March 2010 - March 2014
Banc of America Investments April 2009 - March 2010
Bank of America May 2008 - March 2009
Skills
Series 6, Series 7, Series 9, Series 10, Series 63, Series 66, Microsoft Word, Microsoft Excel, Microsoft Office
Education
The University of Connecticut School of Business 2004 — 2008
Finance
Nancy Vandergoot's Merrill Edge Experience April 2011 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge April 2011 - Present
Education
Universidad Tecnológica Centroamericana 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
Merrill Edge April 2011 - Present
Education
Universidad Tecnológica Centroamericana 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
Rafi Joharjian's Merrill Edge Experience April 2014 - July 2014
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Merrill Edge April 2014 - July 2014
Fidelity Investments July 2009 - September 2013
Fidelity Investments February 2007 - July 2009
Fidelity Investments July 2005 - February 2007
Fidelity Investments September 1999 - July 2005
Skills
Series 7, Institutional..., Manage Client..., Mutual Funds, Microsoft Word, Microsoft Excel, Financial Services, Equities, CRM, Trading, Relationship Management, Securities, 401k, Asset Allocation
Education
University of Rhode Island
Bachelor of Arts (BA), Journalism
University of Bath
University of Nebraska-Lincoln
Fidelity Investments October 2014 - Present
Merrill Edge April 2014 - July 2014
Fidelity Investments July 2009 - September 2013
Fidelity Investments February 2007 - July 2009
Fidelity Investments July 2005 - February 2007
Fidelity Investments September 1999 - July 2005
Skills
Series 7, Institutional..., Manage Client..., Mutual Funds, Microsoft Word, Microsoft Excel, Financial Services, Equities, CRM, Trading, Relationship Management, Securities, 401k, Asset Allocation
Education
University of Rhode Island
Bachelor of Arts (BA), Journalism
University of Bath
University of Nebraska-Lincoln
Ryan Roy's Merrill Edge Experience May 2014 - Present
Job Assistant Vice President Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Merrill Lynch September 2012 - May 2014
Pershing July 2010 - July 2012
Ryder System, Inc. February 2010 - May 2010
AXA Equitable May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Event Planning, Research, Teamwork, Time Management, Public Speaking, Social Media, Access, Office Management, English, Event Management, Series 7, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Business Administration and Management, General
Merrill Edge May 2014 - Present
Merrill Lynch September 2012 - May 2014
Pershing July 2010 - July 2012
Ryder System, Inc. February 2010 - May 2010
AXA Equitable May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Event Planning, Research, Teamwork, Time Management, Public Speaking, Social Media, Access, Office Management, English, Event Management, Series 7, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Business Administration and Management, General
Frank Fata's Merrill Edge Experience August 2010 - Present
Job Operations Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2010 - Present
McCloskey & Faber, P.C. November 2003 - March 2010
Skills
Comprehensive Planning, Customer Service, Series 7, Investments, Project Management, Wealth Management, Finance
Education
Temple University 1999 — 2003
BA, Landscape Architecture
Merrill Edge August 2010 - Present
McCloskey & Faber, P.C. November 2003 - March 2010
Skills
Comprehensive Planning, Customer Service, Series 7, Investments, Project Management, Wealth Management, Finance
Education
Temple University 1999 — 2003
BA, Landscape Architecture
Cha-Ron Harris's Merrill Edge Experience May 2015 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2015 - Present
Merrill Edge May 2014 - Present
Merrill Lynch February 2013 - Present
Merrill Lynch June 2010 - April 2012
Verizon Wireless November 2007 - June 2011
Skills
Call Center, Customer Service, PeopleSoft, Workshop Facilitation, Microsoft Excel, PowerPoint, Microsoft Word, Database Administration, Telecommunications, Teamwork, Budgets, Temporary Placement, Call Centers, Management, Software Documentation, Sales, Banking, Team Building, Team Leadership, Microsoft Office
Education
University of Arizona 1995 — 1998
Bachelor of Arts (BA), Political Science
Merrill Edge May 2015 - Present
Merrill Edge May 2014 - Present
Merrill Lynch February 2013 - Present
Merrill Lynch June 2010 - April 2012
Verizon Wireless November 2007 - June 2011
Skills
Call Center, Customer Service, PeopleSoft, Workshop Facilitation, Microsoft Excel, PowerPoint, Microsoft Word, Database Administration, Telecommunications, Teamwork, Budgets, Temporary Placement, Call Centers, Management, Software Documentation, Sales, Banking, Team Building, Team Leadership, Microsoft Office
Education
University of Arizona 1995 — 1998
Bachelor of Arts (BA), Political Science
Michael Tunney's Merrill Edge Experience November 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2013 - Present
Edward Jones March 2013 - October 2013
Genworth Financial 2011 - 2012
David Lerner Associates, inc. 2010 - 2011
MetLife 2005 - 2010
Travelers Life & Annuity 2004 - 2005
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Series 63, Series 7, Retirement, Variable Annuities, Investments, Long-term Care, 401k, IRAs, Life Insurance, Insurance, Financial Services
Education
State University of New York College at Plattsburgh 1992 — 1996
St Anthonys 1988 — 1992
Merrill Edge November 2013 - Present
Edward Jones March 2013 - October 2013
Genworth Financial 2011 - 2012
David Lerner Associates, inc. 2010 - 2011
MetLife 2005 - 2010
Travelers Life & Annuity 2004 - 2005
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Series 63, Series 7, Retirement, Variable Annuities, Investments, Long-term Care, 401k, IRAs, Life Insurance, Insurance, Financial Services
Education
State University of New York College at Plattsburgh 1992 — 1996
St Anthonys 1988 — 1992
Justin Pounds's Merrill Edge Experience November 2014 - Present
Job VP, Investment Consultant
Industry Banking
Experience
Merrill Edge November 2014 - Present
Bank of America November 2007 - November 2014
Skills
Banking, Credit, Sales, Strategic Planning, Customer Service, Lines Of Credit, Management, Business Development
Education
Texas State University 2001 — 2005
BA, Business Management
North Shore Senior High School 1997 — 2001
Bachelor of Business Administration (BBA)
Merrill Edge November 2014 - Present
Bank of America November 2007 - November 2014
Skills
Banking, Credit, Sales, Strategic Planning, Customer Service, Lines Of Credit, Management, Business Development
Education
Texas State University 2001 — 2005
BA, Business Management
North Shore Senior High School 1997 — 2001
Bachelor of Business Administration (BBA)
Ernesto Puteri's Merrill Edge Experience January 2012 - Present
Job Vice President FSA
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
Education
Stony Brook University 1998 — 2002
Bachelors, Sociology
Merrill Edge January 2012 - Present
Education
Stony Brook University 1998 — 2002
Bachelors, Sociology
Kyle Abbot's Merrill Edge Experience April 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Information Services
Experience
Merrill Edge April 2013 - Present
Discovery Data September 2011 - April 2013
Creative Financial Group of NJ February 2010 - September 2011
Skills
Microsoft Excel, Wealth, Sales, Financial Advisory, Financial Services, Coaching, Finance
Education
The College of New Jersey 2006 — 2009
B.S. Business Administration, Major in International Business, Minor in Spanish
Merrill Edge April 2013 - Present
Discovery Data September 2011 - April 2013
Creative Financial Group of NJ February 2010 - September 2011
Skills
Microsoft Excel, Wealth, Sales, Financial Advisory, Financial Services, Coaching, Finance
Education
The College of New Jersey 2006 — 2009
B.S. Business Administration, Major in International Business, Minor in Spanish
Jim Lambo's Merrill Edge Experience January 2012 - Present
Job Financial Advisor, CUSO Financial Services, LP at Financial Resources FCU
Industry Financial Services
Experience
Financial Resources FCU August 2015 - Present
Merrill Edge January 2012 - Present
PNC Investments February 2011 - December 2011
AXA Advisors 2009 - February 2011
Quench USA, Inc. 2003 - 2009
American Income Life 2001 - 2003
Skills
Series 7, Series 66
Education
The Ohio State University 1996 — 2001
Financial Resources FCU August 2015 - Present
Merrill Edge January 2012 - Present
PNC Investments February 2011 - December 2011
AXA Advisors 2009 - February 2011
Quench USA, Inc. 2003 - 2009
American Income Life 2001 - 2003
Skills
Series 7, Series 66
Education
The Ohio State University 1996 — 2001
Guy Seaton's Merrill Edge Experience September 2013 - January 2014
Job at
Industry Financial Services
Experience
Deutsche Bank January 2014 - Present
Merrill Edge September 2013 - January 2014
Fidelity Investments January 2012 - August 2013
The Energy Authority January 2011 - August 2011
Jacksonville Community Council Inc August 2010 - December 2010
BBDO. Summer June 2008 - August 2008
Skills
Microsoft Excel, Analysis, Data Analysis, Research, Project Planning, Non-profits, Program Management, Strategic Planning, Financial Modeling, Financial Analysis, Project Management, Business Analysis, Training, Microsoft Office, Public Speaking, Business Strategy, Budgets, Customer Service, Time Management, Recruiting, Risk Management, Process Improvement, Strategy
Education
Fachhochschule Köln and University of Warsaw 2010 — 2011
Master of Arts, International Management and Intercultural Communication
University of North Florida - College of Business Administration 2009 — 2011
Masters of Business Administration, International Business
Swarthmore College 2006 — 2009
Bachelor of Arts, Political Science and History
Stanton College Preparatory School
International Baccalaureate Diploma, with
Young Writers Workshop at University of Virginia 2004
International Relations
Deutsche Bank January 2014 - Present
Merrill Edge September 2013 - January 2014
Fidelity Investments January 2012 - August 2013
The Energy Authority January 2011 - August 2011
Jacksonville Community Council Inc August 2010 - December 2010
BBDO. Summer June 2008 - August 2008
Skills
Microsoft Excel, Analysis, Data Analysis, Research, Project Planning, Non-profits, Program Management, Strategic Planning, Financial Modeling, Financial Analysis, Project Management, Business Analysis, Training, Microsoft Office, Public Speaking, Business Strategy, Budgets, Customer Service, Time Management, Recruiting, Risk Management, Process Improvement, Strategy
Education
Fachhochschule Köln and University of Warsaw 2010 — 2011
Master of Arts, International Management and Intercultural Communication
University of North Florida - College of Business Administration 2009 — 2011
Masters of Business Administration, International Business
Swarthmore College 2006 — 2009
Bachelor of Arts, Political Science and History
Stanton College Preparatory School
International Baccalaureate Diploma, with
Young Writers Workshop at University of Virginia 2004
International Relations
Akua B.'s Merrill Edge Experience January 2014 - Present
Job Operations Analyst
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Merrill Edge February 2012 - Present
Merrill Lynch February 2012 - Present
Vanguard August 2011 - December 2011
Nordstrom June 2011 - December 2011
Lincoln Financial Advisors December 2010 - May 2011
PNC July 2008 - December 2010
Macy's East May 2007 - August 2007
Target October 2006 - January 2007
Skills
Credit, Customer Service, Deposits, Microsoft Excel, Retail, Banking, Financial Analysis, PowerPoint, Cash Handling Experience, Microsoft Word, Sales, Cash Management, Microsoft Money, Time Management, Finance, Seibel, Legacy Systems, Softphone
Education
Temple University 2007 — 2011
Bachelor, Finance
Merrill Edge January 2014 - Present
Merrill Edge February 2012 - Present
Merrill Lynch February 2012 - Present
Vanguard August 2011 - December 2011
Nordstrom June 2011 - December 2011
Lincoln Financial Advisors December 2010 - May 2011
PNC July 2008 - December 2010
Macy's East May 2007 - August 2007
Target October 2006 - January 2007
Skills
Credit, Customer Service, Deposits, Microsoft Excel, Retail, Banking, Financial Analysis, PowerPoint, Cash Handling Experience, Microsoft Word, Sales, Cash Management, Microsoft Money, Time Management, Finance, Seibel, Legacy Systems, Softphone
Education
Temple University 2007 — 2011
Bachelor, Finance
Khalia Cross's Merrill Edge Experience February 2014 - October 2014
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Edge February 2014 - October 2014
Merrill Edge January 2013 - January 2014
Bank of America June 2009 - January 2013
Skills
Corporate Communications, Credit, Banking, Credit Analysis, Credit Risk, Customer Service, Event Management, Event Planning, Finance, Financial Services, Fixed Income, Investments, Loans, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Portfolio Management, Public Relations, Public Speaking, Relationship Management, Retail Banking, Risk Management, Series 63, Series 7, Social Media, Social Media Marketing, Wealth Management
Education
Temple University 2004 — 2008
bachelor's in business, Finance and Accounting
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), International Business
Merrill Lynch October 2014 - Present
Merrill Edge February 2014 - October 2014
Merrill Edge January 2013 - January 2014
Bank of America June 2009 - January 2013
Skills
Corporate Communications, Credit, Banking, Credit Analysis, Credit Risk, Customer Service, Event Management, Event Planning, Finance, Financial Services, Fixed Income, Investments, Loans, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Portfolio Management, Public Relations, Public Speaking, Relationship Management, Retail Banking, Risk Management, Series 63, Series 7, Social Media, Social Media Marketing, Wealth Management
Education
Temple University 2004 — 2008
bachelor's in business, Finance and Accounting
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), International Business
Wale Kajopaiye, AAMS®'s Merrill Edge Experience August 2011 - May 2014
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Merrill Edge August 2011 - May 2014
Great-West Financial November 2010 - August 2011
Waddell & Reed October 2009 - October 2010
Skills
Pensions, Investments, Budgets, Banking, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Fixed Annuities, Series 7, Data Analysis, Securities, Portfolio Management, Asset Managment, Risk Management, IRAs, Investment Management, Financial Advisory, 401k, Series 65, Cash Management, ETFs, Variable Annuities, 401k Rollovers, Equities, Fixed Income, Financial Analysis, Bonds, Wealth Management, Relationship Management, Trading, Insurance, Financial Services, Finance, Investment Advisory, Asset Management
Education
University of California, Riverside 2004 — 2009
Bachelors of Arts, Economic Administrative Studies Emphasis in Financial Accounting
TIAA-CREF May 2014 - Present
Merrill Edge August 2011 - May 2014
Great-West Financial November 2010 - August 2011
Waddell & Reed October 2009 - October 2010
Skills
Pensions, Investments, Budgets, Banking, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Fixed Annuities, Series 7, Data Analysis, Securities, Portfolio Management, Asset Managment, Risk Management, IRAs, Investment Management, Financial Advisory, 401k, Series 65, Cash Management, ETFs, Variable Annuities, 401k Rollovers, Equities, Fixed Income, Financial Analysis, Bonds, Wealth Management, Relationship Management, Trading, Insurance, Financial Services, Finance, Investment Advisory, Asset Management
Education
University of California, Riverside 2004 — 2009
Bachelors of Arts, Economic Administrative Studies Emphasis in Financial Accounting
Dillon Loyd's Merrill Edge Experience August 2011 - Present
Job Student at University of Alabama
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
Merrill Lynch May 2010 - August 2010
Bar Harbor Hotel May 2008 - July 2008
Hiluard Kitchens Homes, Inc July 2004 - August 2007
Education
University of Alabama 2006 — 2011
BS, Management
University of Alabama 2006 — 2011
2011 Bachelor, Business Administration
Merrill Edge August 2011 - Present
Merrill Lynch May 2010 - August 2010
Bar Harbor Hotel May 2008 - July 2008
Hiluard Kitchens Homes, Inc July 2004 - August 2007
Education
University of Alabama 2006 — 2011
BS, Management
University of Alabama 2006 — 2011
2011 Bachelor, Business Administration
Robert Feirson, CPA's Merrill Edge Experience July 2014 - Present
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
XML Financial Group July 2012 - April 2014
Strategic Financial Associates July 2007 - June 2012
Wachovia Securities 2005 - 2007
Morgan Stanley Smith Barney 1994 - 2004
GTE Spacenet 1987 - 1994
Pepco Holdings, Inc. 1984 - 1987
Becker Sarran & Kessler, CPAs 1978 - 1984
Skills
Investments, Strategic Financial..., Personal Financial..., Mutual Funds, New Business Development, Asset Management, Strategy, Risk Management, Insurance, General Securities..., Investment Advisor..., Business Succession..., Investment Portfolio..., Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Series 7, Investment Advisory, Finance, Alternative Investments, Financial Services, Financial Analysis
Education
University of Arizona, Eller College of Management 1972 — 1977
BSBA, Accounting
Merrill Edge July 2014 - Present
XML Financial Group July 2012 - April 2014
Strategic Financial Associates July 2007 - June 2012
Wachovia Securities 2005 - 2007
Morgan Stanley Smith Barney 1994 - 2004
GTE Spacenet 1987 - 1994
Pepco Holdings, Inc. 1984 - 1987
Becker Sarran & Kessler, CPAs 1978 - 1984
Skills
Investments, Strategic Financial..., Personal Financial..., Mutual Funds, New Business Development, Asset Management, Strategy, Risk Management, Insurance, General Securities..., Investment Advisor..., Business Succession..., Investment Portfolio..., Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Series 7, Investment Advisory, Finance, Alternative Investments, Financial Services, Financial Analysis
Education
University of Arizona, Eller College of Management 1972 — 1977
BSBA, Accounting
Meredith McClure's Merrill Edge Experience October 2014 - Present
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
AXA Advisors May 2011 - October 2014
North Star Consultants of Texas January 2011 - April 2011
Pontificia Universidade Catolica - Rio de Janeiro, Brazil March 2010 - July 2010
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning..., Spanish, Portuguese, Conversational French, Estate Planning
Education
The University of Texas at Austin 2007 — 2011
Spanish and Portuguese, International Business Foundations, French Minor
Pontificia Universidade Catolica - Rio de Janeiro 2010 — 2010
Study Abroad, Portuguese Language and Literature
Universidad de Cantabria 2008 — 2008
Study Abroad, Spanish Language and Literature and Finance and Economics
Merrill Edge October 2014 - Present
AXA Advisors May 2011 - October 2014
North Star Consultants of Texas January 2011 - April 2011
Pontificia Universidade Catolica - Rio de Janeiro, Brazil March 2010 - July 2010
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning..., Spanish, Portuguese, Conversational French, Estate Planning
Education
The University of Texas at Austin 2007 — 2011
Spanish and Portuguese, International Business Foundations, French Minor
Pontificia Universidade Catolica - Rio de Janeiro 2010 — 2010
Study Abroad, Portuguese Language and Literature
Universidad de Cantabria 2008 — 2008
Study Abroad, Spanish Language and Literature and Finance and Economics
Evisa Turshinka's Merrill Edge Experience March 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge March 2014 - Present
Bank of America November 2011 - March 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Call Centers, Access, Public Speaking, Data Entry, Customer Satisfaction
Education
Universitatea „Alexandru Ioan Cuza” din Iași 2000 — 2005
Foreign Languages High School 1996 — 2000
Merrill Edge March 2014 - Present
Bank of America November 2011 - March 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Call Centers, Access, Public Speaking, Data Entry, Customer Satisfaction
Education
Universitatea „Alexandru Ioan Cuza” din Iași 2000 — 2005
Foreign Languages High School 1996 — 2000
Anthony Massara's Merrill Edge Experience December 2014 - Present
Job Relationship Manager
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Vanguard March 2011 - December 2014
DAC Group October 2010 - March 2011
Skills
Marketing Strategy, Google Adwords, Selling, Sales, Advertising, Series 63, Marketing, Series 7, Business Analysis, Asset Allocation, Financial Analysis, Data Analysis, Trade Finance, Stock Market, Stock Exchange, Broker-Dealer, Brokerage, Customer Service, Customer Support
Education
University of Arizona 2002 — 2005
BA, Economics
Merrill Edge December 2014 - Present
Vanguard March 2011 - December 2014
DAC Group October 2010 - March 2011
Skills
Marketing Strategy, Google Adwords, Selling, Sales, Advertising, Series 63, Marketing, Series 7, Business Analysis, Asset Allocation, Financial Analysis, Data Analysis, Trade Finance, Stock Market, Stock Exchange, Broker-Dealer, Brokerage, Customer Service, Customer Support
Education
University of Arizona 2002 — 2005
BA, Economics
Scott Roman's Merrill Edge Experience January 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Robert Roman, LLC January 2013 - December 2013
AXA Advisors May 2011 - December 2012
Skills
Series 7, Series 66, Estate Planning, Financial Planners, Investment Management, Investment Strategies, Alternative Investments, College Funding..., College Savings Plans, Life & Health Insurance..., Life Insurance, Investments, Retirement Planning, Fixed Annuities
Education
University of Delaware - Lerner College of Business and Economics
Merrill Edge January 2014 - Present
Robert Roman, LLC January 2013 - December 2013
AXA Advisors May 2011 - December 2012
Skills
Series 7, Series 66, Estate Planning, Financial Planners, Investment Management, Investment Strategies, Alternative Investments, College Funding..., College Savings Plans, Life & Health Insurance..., Life Insurance, Investments, Retirement Planning, Fixed Annuities
Education
University of Delaware - Lerner College of Business and Economics
Patrick Verdon's Merrill Edge Experience August 2013 - Present
Job Financial Advisor at Merrill Edge, Merrill Lynch
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - July 2013
Northwestern Mutual May 2012 - August 2012
Skills
Retirement Planning, Insurance, Financial Advisory, CRM, Strategic Financial..., Finance, Wealth, Financial Services, Investments, Strategy, Series 6, Life Insurance, Series 63, Financial Analysis, Investment Strategies, Financial Planning, Microsoft Excel, Microsoft Office
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science (BS), Economics
Merrill Edge August 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - July 2013
Northwestern Mutual May 2012 - August 2012
Skills
Retirement Planning, Insurance, Financial Advisory, CRM, Strategic Financial..., Finance, Wealth, Financial Services, Investments, Strategy, Series 6, Life Insurance, Series 63, Financial Analysis, Investment Strategies, Financial Planning, Microsoft Excel, Microsoft Office
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science (BS), Economics
Chris Schwabl's Merrill Edge Experience April 2011 - November 2011
Job Server and Bartender at The Fish Company
Industry Hospitality
Experience
The Fish Company December 2011 - Present
Merrill Edge April 2011 - November 2011
Dixon Schwabl Advertising June 2010 - April 2011
Palm Valley Fish Camp November 2009 - March 2011
Xecutive Documents Inc January 2009 - December 2009
Skills
Series 7, Series 66, Customer Service, Microsoft Office, Management, Graphic Design, Video Editing, Sales, Customer Satisfaction, Customer Support, Self-driven, Determination, Team Leadership, Teamwork, Hospitality, Self-confidence
Education
University of North Florida 2004 — 2007
Bachelor of Arts (B.A.), Communications
University of Florida 2000 — 2004
The Fish Company December 2011 - Present
Merrill Edge April 2011 - November 2011
Dixon Schwabl Advertising June 2010 - April 2011
Palm Valley Fish Camp November 2009 - March 2011
Xecutive Documents Inc January 2009 - December 2009
Skills
Series 7, Series 66, Customer Service, Microsoft Office, Management, Graphic Design, Video Editing, Sales, Customer Satisfaction, Customer Support, Self-driven, Determination, Team Leadership, Teamwork, Hospitality, Self-confidence
Education
University of North Florida 2004 — 2007
Bachelor of Arts (B.A.), Communications
University of Florida 2000 — 2004
Shawmeet Mukherjee's Merrill Edge Experience August 2013 - November 2013
Job Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch, Pierce, Fenner and Smith March 2014 - June 2014
Merrill Edge August 2013 - November 2013
Kaplan University March 2010 - June 2012
Pershing, LLC/ Corporate Actions Dept, Corporate Bonds August 2007 - October 2009
Siemens March 2006 - October 2006
Mercantile Commercial Capital August 2005 - December 2005
Skills
Retirement Planning
Education
University of Central Florida
B.S.B.A, Finance
University of Florida
A. A
Merrill Lynch, Pierce, Fenner and Smith March 2014 - June 2014
Merrill Edge August 2013 - November 2013
Kaplan University March 2010 - June 2012
Pershing, LLC/ Corporate Actions Dept, Corporate Bonds August 2007 - October 2009
Siemens March 2006 - October 2006
Mercantile Commercial Capital August 2005 - December 2005
Skills
Retirement Planning
Education
University of Central Florida
B.S.B.A, Finance
University of Florida
A. A
Michael Hakimi's Merrill Edge Experience October 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
University of Florida January 2013 - June 2014
Education
University of Florida 2010 — 2014
Bachelor’s Degree, Economics
Merrill Edge October 2014 - Present
University of Florida January 2013 - June 2014
Education
University of Florida 2010 — 2014
Bachelor’s Degree, Economics
Jacob Ellison's Merrill Edge Experience March 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Bank of America January 2013 - February 2014
APAC Customer Services June 2012 - December 2012
Afni December 2011 - July 2012
Skills
Investment Advisory, Series 7, Series 66, Investment Education, Mortgage Lending, Consumer Lending, Customer Retention, Technical Support, Internet Troubleshooting, Network Troubleshooting, Apple Support, Windows Support
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Information Technology
University of Arizona 2006 — 2007
Merrill Edge March 2014 - Present
Bank of America January 2013 - February 2014
APAC Customer Services June 2012 - December 2012
Afni December 2011 - July 2012
Skills
Investment Advisory, Series 7, Series 66, Investment Education, Mortgage Lending, Consumer Lending, Customer Retention, Technical Support, Internet Troubleshooting, Network Troubleshooting, Apple Support, Windows Support
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Information Technology
University of Arizona 2006 — 2007
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
CIBC Wood Gundy
Lloyds Banking Group