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
Keith Huebner Keith Huebner's Merrill Edge Experience November 2014 - Present
Job Investment Consultant at Merrill Edge
Industry Investment Management
Experience
Merrill Edge November 2014 - Present
Merrill Edge November 2013 - November 2014
Merrill Lynch September 2011 - November 2013
Bank of America Merrill Lynch June 2010 - September 2011
UPS March 2007 - June 2010
Skills
Series 7, Personal Finance, Investment Advisory, Operations Management, Equities, Mutual Funds, Bonds, Company Profiling, Banking, Customer Service, Investments, Relationship Management, Series 66
Education
University of Phoenix 2011 — 2015
Bachelor of Science (BS), Global management
Merrill Edge November 2014 - Present
Merrill Edge November 2013 - November 2014
Merrill Lynch September 2011 - November 2013
Bank of America Merrill Lynch June 2010 - September 2011
UPS March 2007 - June 2010
Skills
Series 7, Personal Finance, Investment Advisory, Operations Management, Equities, Mutual Funds, Bonds, Company Profiling, Banking, Customer Service, Investments, Relationship Management, Series 66
Education
University of Phoenix 2011 — 2015
Bachelor of Science (BS), Global management
David S. Ryan David S. Ryan's Merrill Edge Experience March 2012 - March 2014
Job Portfolio Management
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Merrill Edge March 2012 - March 2014
eAdvisors February 2011 - February 2012
PNC Investments June 2009 - May 2010
AXA Advisors August 2008 - March 2009
Skills
Statistical Software, Accounting, Financial Analysis, Financial Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investment Strategies, Retirement, Banking, Loans, Fixed Annuities, 401k, Insurance, IRAs, ETFs, Investment Management, Relationship Management, Financial Planners, Wealth Management..., Trading, Financial Markets
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Finance
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Financial Planning
Stifel Financial Corp. July 2014 - Present
Merrill Edge March 2012 - March 2014
eAdvisors February 2011 - February 2012
PNC Investments June 2009 - May 2010
AXA Advisors August 2008 - March 2009
Skills
Statistical Software, Accounting, Financial Analysis, Financial Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investment Strategies, Retirement, Banking, Loans, Fixed Annuities, 401k, Insurance, IRAs, ETFs, Investment Management, Relationship Management, Financial Planners, Wealth Management..., Trading, Financial Markets
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Finance
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Financial Planning
Todd Norris, CFP® Todd Norris, CFP®'s Merrill Edge Experience July 2014 - January 2015
Job Strategic Wealth Management Group, LLC
Industry Financial Services
Experience
Strategic Wealth Management Group, LLC January 2015 - Present
Merrill Edge July 2014 - January 2015
Morgan Stanley Smith Barney May 2011 - July 2014
Brown Advisory April 2008 - May 2011
Norris Financial Group May 2007 - April 2008
Skills
Series 7, Series 66, Investments, Financial Planning, Asset Management, Risk Management, Wealth Management, Retirement Planning, Strategic Financial..., FINRA, Mutual Funds, Asset Allocation, Series 63, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance
Hereford High School 1999 — 2003
Strategic Wealth Management Group, LLC January 2015 - Present
Merrill Edge July 2014 - January 2015
Morgan Stanley Smith Barney May 2011 - July 2014
Brown Advisory April 2008 - May 2011
Norris Financial Group May 2007 - April 2008
Skills
Series 7, Series 66, Investments, Financial Planning, Asset Management, Risk Management, Wealth Management, Retirement Planning, Strategic Financial..., FINRA, Mutual Funds, Asset Allocation, Series 63, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance
Hereford High School 1999 — 2003
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
Bill McKiernan's Merrill Edge Experience May 2015 - Present
Job Merrill Edge Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge May 2015 - Present
Citizens Bank December 2013 - Present
Fidelity Investments January 2006 - September 2013
Morgan Stanley 2001 - 2005
Skills
Financial Services, Portfolio Management, Series 7, Series 63, Mutual Funds
Education
University of Notre Dame 1991 — 1996
BS, Mathematics
Merrill Edge May 2015 - Present
Citizens Bank December 2013 - Present
Fidelity Investments January 2006 - September 2013
Morgan Stanley 2001 - 2005
Skills
Financial Services, Portfolio Management, Series 7, Series 63, Mutual Funds
Education
University of Notre Dame 1991 — 1996
BS, Mathematics
Ryan Drugan Ryan Drugan's Merrill Edge Experience June 2014 - Present
Job Client Services Representative
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
Skills
Research, Government, Political Science, Writing, Politics, Community Outreach, Public Relations, Teaching, Social Media, Team Building, Team Leadership, Leadership, Sales, Human Resources, Microsoft Excel, Strategic Planning, Financial Analysis, Financial Risk
Education
University of Rhode Island 2009 — 2011
MA
University of Rhode Island 2005 — 2009
BA
Merrill Edge June 2014 - Present
Skills
Research, Government, Political Science, Writing, Politics, Community Outreach, Public Relations, Teaching, Social Media, Team Building, Team Leadership, Leadership, Sales, Human Resources, Microsoft Excel, Strategic Planning, Financial Analysis, Financial Risk
Education
University of Rhode Island 2009 — 2011
MA
University of Rhode Island 2005 — 2009
BA
Kylee Karns Kylee Karns's Merrill Edge Experience January 2014 - Present
Job Relationship Foundation, Financial Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Skills
Series 7, Series 66, PowerPoint, Teamwork, Market Research, Research, Social Media, Team Leadership, Project Management, Banking, Sales, Uniform Combined State..., Series 63, Mutual Funds, Retirement Planning
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Finance
Merrill Edge January 2014 - Present
Skills
Series 7, Series 66, PowerPoint, Teamwork, Market Research, Research, Social Media, Team Leadership, Project Management, Banking, Sales, Uniform Combined State..., Series 63, Mutual Funds, Retirement Planning
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Finance
Jeff Giannone Jeff Giannone's Merrill Edge Experience August 2013 - Present
Job Preferred Transition Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
The Prudential Insurance Company of America February 2012 - August 2013
Lincoln Financial Group May 2011 - February 2012
Fidelity Investments August 2010 - April 2011
State of Florida May 2010 - June 2010
First Guaranty Bank December 2008 - December 2009
Skills
Series 7, Series 63, Life, Health, &..., Mutual Funds, Strategic Financial..., IRAs, Securities, 401k, Portfolio Management, Fixed Annuities, Insurance, Retirement Planning, FINRA, Retirement, Investment Advisory, Investments, Wealth Management, Financial Services, Life Insurance, Asset Allocation
Education
University of North Florida - College of Business Administration 2007 — 2010
Business Administration, Management
Merrill Edge August 2013 - Present
The Prudential Insurance Company of America February 2012 - August 2013
Lincoln Financial Group May 2011 - February 2012
Fidelity Investments August 2010 - April 2011
State of Florida May 2010 - June 2010
First Guaranty Bank December 2008 - December 2009
Skills
Series 7, Series 63, Life, Health, &..., Mutual Funds, Strategic Financial..., IRAs, Securities, 401k, Portfolio Management, Fixed Annuities, Insurance, Retirement Planning, FINRA, Retirement, Investment Advisory, Investments, Wealth Management, Financial Services, Life Insurance, Asset Allocation
Education
University of North Florida - College of Business Administration 2007 — 2010
Business Administration, Management
Jeremy Hubbard's Merrill Edge Experience April 2008 - August 2011
Job Professional Staffing Executive for Robert Half International 6022240119
Industry Staffing and Recruiting
Experience
Robert Half International February 2013 - Present
Financial Independence Group October 2011 - January 2013
Bank of America April 2008 - August 2011
Merrill Edge April 2008 - August 2011
Merrill Lynch April 2008 - August 2011
Fortune 5 Marketing January 2007 - January 2008
Seacoast Seafood May 2006 - August 2006
Lauden Golf of Palm Coast March 2005 - May 2006
Skills
Investments, Recruiting, Finance, Leadership, Management, Employee Benefits, Retirement Planning, Sales, Wealth Management, Financial Services, Fixed Annuities, Accounting, Microsoft Excel, Strategic Financial..., Training, Mutual Funds, Marketing, Interviews, Account Management, Banking, Health Insurance, Financial Planning, Marketing Strategy, Professional staffing, Financial Advisory, Strategic Planning, Business Planning, Insurance, Portfolio Management, Cold Calling, New Business Development, 401k, IRAs, Series 63, Estate Planning, Wealth, Series 7, Asset, Annuity, Financial Planners, Executive Management, Retirement, Wealth Management..., Sales Management, Succession Planning, Sales Presentations, Asset Allocation, Investment Strategies, Full-life Cycle..., Salesforce.com
Education
University of North Florida 2001 — 2006
BA International Business, BA Marketing
Universidad de Montevideo - Montevideo, Uruguay 2006 — 2006
BA, International Business/ Latin America
University of the West Indes 2006 — 2006
BA, International Business/ Third World - Kingston, Jamaica
Robert Half International February 2013 - Present
Financial Independence Group October 2011 - January 2013
Bank of America April 2008 - August 2011
Merrill Edge April 2008 - August 2011
Merrill Lynch April 2008 - August 2011
Fortune 5 Marketing January 2007 - January 2008
Seacoast Seafood May 2006 - August 2006
Lauden Golf of Palm Coast March 2005 - May 2006
Skills
Investments, Recruiting, Finance, Leadership, Management, Employee Benefits, Retirement Planning, Sales, Wealth Management, Financial Services, Fixed Annuities, Accounting, Microsoft Excel, Strategic Financial..., Training, Mutual Funds, Marketing, Interviews, Account Management, Banking, Health Insurance, Financial Planning, Marketing Strategy, Professional staffing, Financial Advisory, Strategic Planning, Business Planning, Insurance, Portfolio Management, Cold Calling, New Business Development, 401k, IRAs, Series 63, Estate Planning, Wealth, Series 7, Asset, Annuity, Financial Planners, Executive Management, Retirement, Wealth Management..., Sales Management, Succession Planning, Sales Presentations, Asset Allocation, Investment Strategies, Full-life Cycle..., Salesforce.com
Education
University of North Florida 2001 — 2006
BA International Business, BA Marketing
Universidad de Montevideo - Montevideo, Uruguay 2006 — 2006
BA, International Business/ Latin America
University of the West Indes 2006 — 2006
BA, International Business/ Third World - Kingston, Jamaica
Judi Whigham, MBA Judi Whigham, MBA's Merrill Edge Experience January 2012 - February 2013
Job Field Supervision Director
Industry Financial Services
Experience
OUR Group July 2013 - February 2015
Arizona Bank & Trust February 2013 - July 2014
Merrill Edge January 2012 - February 2013
Northern Trust November 2006 - May 2011
M&I Bank August 2004 - October 2006
BBVA Compass August 1999 - August 2004
Boston Market November 1996 - February 1999
Education
University of Phoenix 2007 — 2008
MBA, Master of Business Administration
Chaparral College 2003 — 2005
Bachelor of Science, Business Administration
OUR Group July 2013 - February 2015
Arizona Bank & Trust February 2013 - July 2014
Merrill Edge January 2012 - February 2013
Northern Trust November 2006 - May 2011
M&I Bank August 2004 - October 2006
BBVA Compass August 1999 - August 2004
Boston Market November 1996 - February 1999
Education
University of Phoenix 2007 — 2008
MBA, Master of Business Administration
Chaparral College 2003 — 2005
Bachelor of Science, Business Administration
Steven A. Chaparro's Merrill Edge Experience January 2012 - May 2013
Job Project Executive at Visioneering Studios
Industry Architecture & Planning
Experience
Visioneering Studios July 2014 - Present
UrbaSmyth 2011 - Present
Storm Properties, Inc., Storm Western Development May 2013 - July 2014
Merrill Edge January 2012 - May 2013
Waddell & Reed Financial Advisors November 2010 - July 2011
K. Hovnanian Homes October 2002 - May 2010
WLC Architects June 1997 - October 2002
Skills
Leadership, Strategy, Management, Public Speaking, Marketing, Training, Strategic Planning, Urban Design, Architecture, Business Development, Design Thinking, Creative Direction, Start-ups, Real Estate Development, Business Planning, Finance, Financial Services, Team Leadership, Entitlements, Contract Negotiation, Operations Management, Fundraising, Real Estate, Time Management, Sales, Coaching, Leadership Development, Social Media Marketing, Writing, Event Planning, Project Planning, Due Diligence, Nonprofits, Public Relations, Customer Service, Asset, Project Management, Financial Planners, Coordination, Negotiation, Event Management, Small Business, Marketing Strategy, Teaching, Financial Analysis, Contract Management, Social Networking, Budgets, Team Building
Education
University of Southern California 1992 — 1997
Bachelors of Architecture, Architecture
Visioneering Studios July 2014 - Present
UrbaSmyth 2011 - Present
Storm Properties, Inc., Storm Western Development May 2013 - July 2014
Merrill Edge January 2012 - May 2013
Waddell & Reed Financial Advisors November 2010 - July 2011
K. Hovnanian Homes October 2002 - May 2010
WLC Architects June 1997 - October 2002
Skills
Leadership, Strategy, Management, Public Speaking, Marketing, Training, Strategic Planning, Urban Design, Architecture, Business Development, Design Thinking, Creative Direction, Start-ups, Real Estate Development, Business Planning, Finance, Financial Services, Team Leadership, Entitlements, Contract Negotiation, Operations Management, Fundraising, Real Estate, Time Management, Sales, Coaching, Leadership Development, Social Media Marketing, Writing, Event Planning, Project Planning, Due Diligence, Nonprofits, Public Relations, Customer Service, Asset, Project Management, Financial Planners, Coordination, Negotiation, Event Management, Small Business, Marketing Strategy, Teaching, Financial Analysis, Contract Management, Social Networking, Budgets, Team Building
Education
University of Southern California 1992 — 1997
Bachelors of Architecture, Architecture
Dijon Morrisette Dijon Morrisette's Merrill Edge Experience February 2013 - September 2013
Job Associate at Academy Securities
Industry Financial Services
Experience
Academy Securities April 2014 - Present
Merrill Edge February 2013 - September 2013
Merrill Lynch November 2010 - February 2013
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Equities, Valuation, Investment Banking, Corporate Finance, Portfolio Management, Derivatives, Capital Markets, Equity Research
Education
University of Southern California 2008 — 2012
Bachelor, Business
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Academy Securities April 2014 - Present
Merrill Edge February 2013 - September 2013
Merrill Lynch November 2010 - February 2013
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Equities, Valuation, Investment Banking, Corporate Finance, Portfolio Management, Derivatives, Capital Markets, Equity Research
Education
University of Southern California 2008 — 2012
Bachelor, Business
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Darren Fletcher Darren Fletcher's Merrill Edge Experience August 2014 - Present
Job Investment Specialist
Industry Banking
Experience
Merrill Edge August 2014 - Present
Financial Design Group November 2013 - August 2014
Golf club at scottsdale May 2011 - September 2013
Desert Mountain Properties 2005 - 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Investments, Microsoft Office
Education
University of Nevada-Reno 2000 — 2005
Finance, Accounting and Finance
Merrill Edge August 2014 - Present
Financial Design Group November 2013 - August 2014
Golf club at scottsdale May 2011 - September 2013
Desert Mountain Properties 2005 - 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Investments, Microsoft Office
Education
University of Nevada-Reno 2000 — 2005
Finance, Accounting and Finance
Colton Ellis's Merrill Edge Experience July 2013 - May 2014
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Edge July 2013 - May 2014
Education
University of Kentucky 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance and Management
Merrill Lynch May 2014 - Present
Merrill Edge July 2013 - May 2014
Education
University of Kentucky 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance and Management
Joshua Dodier Joshua Dodier's Merrill Edge Experience October 2014 - Present
Job GWIM Senior Operations Analyst at Merrill Edge
Industry Government Administration
Experience
Merrill Edge October 2014 - Present
Merrill Edge January 2014 - October 2014
Walgreens August 2012 - January 2014
Walgreens October 2010 - August 2012
Walgreens July 2008 - October 2010
Skills
Leadership, Customer Service, Merchandising, Training, Photolab Operation and..., Inventory Management, Time Management, Microsoft Office
Education
University of North Florida 2008 — 2014
Bachelor of Arts (BA), Political Science and Public Administration
Merrill Edge October 2014 - Present
Merrill Edge January 2014 - October 2014
Walgreens August 2012 - January 2014
Walgreens October 2010 - August 2012
Walgreens July 2008 - October 2010
Skills
Leadership, Customer Service, Merchandising, Training, Photolab Operation and..., Inventory Management, Time Management, Microsoft Office
Education
University of North Florida 2008 — 2014
Bachelor of Arts (BA), Political Science and Public Administration
Sai Villanueva Sai Villanueva's Merrill Edge Experience September 2014 - Present
Job Banking
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Bank of America June 2013 - October 2014
Blinds To Go 2008 - 2012
Inventory and Stock Clerk August 2006 - July 2008
The Good 5 Cent Cigar September 2004 - May 2006
Skills
Microsoft Office, Data Entry, Management, English & Spanish..., Project Management, Customer Service, Close Attention to..., Analysts, Accounts Receivable
Education
University of Rhode Island - College of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.)
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelor of Science (BS), Business Administration
Merrill Edge September 2014 - Present
Bank of America June 2013 - October 2014
Blinds To Go 2008 - 2012
Inventory and Stock Clerk August 2006 - July 2008
The Good 5 Cent Cigar September 2004 - May 2006
Skills
Microsoft Office, Data Entry, Management, English & Spanish..., Project Management, Customer Service, Close Attention to..., Analysts, Accounts Receivable
Education
University of Rhode Island - College of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.)
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelor of Science (BS), Business Administration
Justin Larson Justin Larson's Merrill Edge Experience September 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Charles Schwab & Co., Inc. June 1999 - August 2014
Skills
Series 63, Series 7, Mutual Funds, Equities, Financial Services, Securities, Asset Management, Asset Allocation, FINRA, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Wealth Management, Fixed Income, Leadership, Financial Planning, Investment Strategies, Options, Risk Management
Education
University of Nebraska-Lincoln 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Lincoln High School 1986 — 1989
Merrill Edge September 2014 - Present
Charles Schwab & Co., Inc. June 1999 - August 2014
Skills
Series 63, Series 7, Mutual Funds, Equities, Financial Services, Securities, Asset Management, Asset Allocation, FINRA, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Wealth Management, Fixed Income, Leadership, Financial Planning, Investment Strategies, Options, Risk Management
Education
University of Nebraska-Lincoln 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Lincoln High School 1986 — 1989
Adam Keele Adam Keele's Merrill Edge Experience February 2014 - Present
Job Senior Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2014 - Present
Raytheon Integrated Defense Systems April 2012 - February 2014
Pharmakinnex May 2011 - September 2011
Temporary Grace April 2011 - September 2011
USC SGTV SHOW September 2009 - May 2011
Skills
Portfolio Management, Market Analysis, Series 7, Mutual Funds, Value Investing, Growth Investing, Strategy, Time Management, Customer Satisfaction, Public Relations, Social Media, Customer Service, Writing, Microsoft Office, Social Media Marketing, Media Relations, Promoting, Innovative Thinking, Attention To Detail, Inventory Management, Press Releases, Multi-channel Marketing
Education
University of South Carolina-Columbia 2007 — 2011
Public Relations, Communications
Merrill Edge February 2014 - Present
Raytheon Integrated Defense Systems April 2012 - February 2014
Pharmakinnex May 2011 - September 2011
Temporary Grace April 2011 - September 2011
USC SGTV SHOW September 2009 - May 2011
Skills
Portfolio Management, Market Analysis, Series 7, Mutual Funds, Value Investing, Growth Investing, Strategy, Time Management, Customer Satisfaction, Public Relations, Social Media, Customer Service, Writing, Microsoft Office, Social Media Marketing, Media Relations, Promoting, Innovative Thinking, Attention To Detail, Inventory Management, Press Releases, Multi-channel Marketing
Education
University of South Carolina-Columbia 2007 — 2011
Public Relations, Communications
Sandia Tsai, CFP®'s Merrill Edge Experience March 2012 - March 2013
Job Investment Product Specialist, Vice President
Industry Financial Services
Experience
JPMorgan Chase March 2013 - January 2015
Merrill Edge March 2012 - March 2013
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney November 2006 - June 2009
Citi Smith Barney March 2005 - November 2006
Philips Lighting Company 2002 - 2005
Philips Electronics North America 2001 - 2002
Philips Medical Systems 1999 - 2001
Skills
CFP®, Comprehensive Wealth..., Performance Management, Retirement Plans, Financial Planning, High Net Worth..., Series 7, Series 63, Series 65
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors of Science, Bioengineering
JPMorgan Chase March 2013 - January 2015
Merrill Edge March 2012 - March 2013
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney November 2006 - June 2009
Citi Smith Barney March 2005 - November 2006
Philips Lighting Company 2002 - 2005
Philips Electronics North America 2001 - 2002
Philips Medical Systems 1999 - 2001
Skills
CFP®, Comprehensive Wealth..., Performance Management, Retirement Plans, Financial Planning, High Net Worth..., Series 7, Series 63, Series 65
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors of Science, Bioengineering
Kristina Egger Kristina Egger's Merrill Edge Experience March 2014 - Present
Job Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Merrill Edge July 2012 - March 2014
Merrill Edge July 2011 - July 2012
Merrill Edge November 2009 - July 2011
Education
UNC Charlotte 2005 — 2009
BSBA, Management
Merrill Edge March 2014 - Present
Merrill Edge July 2012 - March 2014
Merrill Edge July 2011 - July 2012
Merrill Edge November 2009 - July 2011
Education
UNC Charlotte 2005 — 2009
BSBA, Management
Tim Lapowsky Tim Lapowsky's Merrill Edge Experience December 2014 - Present
Job Self Directed New Accounts Associate at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Plymouth Whitemarsh High School January 2013 - May 2013
Education
West Chester University of Pennsylvania 2012 — 2014
Master of Science (M.S.), Counselor Education/School Counseling and Guidance Services
West Chester University of Pennsylvania 2012 — 2014
University of Scranton 2008 — 2012
Bachelors, Counseling and Human Services
Merrill Edge December 2014 - Present
Plymouth Whitemarsh High School January 2013 - May 2013
Education
West Chester University of Pennsylvania 2012 — 2014
Master of Science (M.S.), Counselor Education/School Counseling and Guidance Services
West Chester University of Pennsylvania 2012 — 2014
University of Scranton 2008 — 2012
Bachelors, Counseling and Human Services
Alyssa Santos Alyssa Santos's Merrill Edge Experience April 2015 - Present
Job Investment Specialist
Industry Investment Banking
Experience
Merrill Edge April 2015 - Present
Bank of America April 2014 - April 2015
Crazy Wingz LLC February 2009 - March 2014
Skills
Customer Service, Long-term Customer..., Team Leadership, Management, Social Media, sales, Marketing, Sales, Salesforce.com, Sales Management, Research, Outlook, Direct Sales, Customer Satisfaction, CRM, Business Development, Banking, Account Management, Finance, Financial Analysis, Leadership, Microsoft Office
Education
University of Rhode Island 2008 — 2014
Bachelor's degree, Political Science and Government
Merrill Edge April 2015 - Present
Bank of America April 2014 - April 2015
Crazy Wingz LLC February 2009 - March 2014
Skills
Customer Service, Long-term Customer..., Team Leadership, Management, Social Media, sales, Marketing, Sales, Salesforce.com, Sales Management, Research, Outlook, Direct Sales, Customer Satisfaction, CRM, Business Development, Banking, Account Management, Finance, Financial Analysis, Leadership, Microsoft Office
Education
University of Rhode Island 2008 — 2014
Bachelor's degree, Political Science and Government
Julie Gale Julie Gale's Merrill Edge Experience April 2014 - Present
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Allstate Financial Services, LLC September 2012 - March 2014
Mutual of Omaha Bank October 2010 - August 2012
Skills
Retirement Planning, Life Insurance, Mutual Funds, IRAs, Series 7, Insurance, Disability Insurance, Investments, Series 66, Long Term Care Insurance, Wealth Management
Education
University of Nevada-Reno
Merrill Edge April 2014 - Present
Allstate Financial Services, LLC September 2012 - March 2014
Mutual of Omaha Bank October 2010 - August 2012
Skills
Retirement Planning, Life Insurance, Mutual Funds, IRAs, Series 7, Insurance, Disability Insurance, Investments, Series 66, Long Term Care Insurance, Wealth Management
Education
University of Nevada-Reno
Justin Boucher, MBA Justin Boucher, MBA's Merrill Edge Experience March 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - February 2015
University of Nevada Reno March 2013 - August 2013
Amazon November 2012 - December 2012
Waddell & Reed October 2011 - November 2012
Reno Sparks Chamber of Commerce 2010 - October 2012
Going Places October 2011 - February 2012
IT Master Services June 2011 - September 2011
My City LLC August 2010 - August 2011
Peterbilt Truck Parts & Equipment December 2009 - August 2010
Skills
Online Advertising, Social Media Marketing, Social Media, Marketing, Advertising, Online Marketing, Personal Financial..., Stock Research, Strategic Planning, Business Development, Customer Service, Selling, Sales, Budgets, Retail, Small Business, Time Management, Social Networking, Marketing Strategy, Public Speaking, Leadership, Public Relations, Event Planning, Fundraising, Management
Education
University of Nevada-Reno 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Nevada 2005 — 2009
Bachelor of Science (B.S.), Business Administration, major Marketing
Merrill Edge March 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - February 2015
University of Nevada Reno March 2013 - August 2013
Amazon November 2012 - December 2012
Waddell & Reed October 2011 - November 2012
Reno Sparks Chamber of Commerce 2010 - October 2012
Going Places October 2011 - February 2012
IT Master Services June 2011 - September 2011
My City LLC August 2010 - August 2011
Peterbilt Truck Parts & Equipment December 2009 - August 2010
Skills
Online Advertising, Social Media Marketing, Social Media, Marketing, Advertising, Online Marketing, Personal Financial..., Stock Research, Strategic Planning, Business Development, Customer Service, Selling, Sales, Budgets, Retail, Small Business, Time Management, Social Networking, Marketing Strategy, Public Speaking, Leadership, Public Relations, Event Planning, Fundraising, Management
Education
University of Nevada-Reno 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Nevada 2005 — 2009
Bachelor of Science (B.S.), Business Administration, major Marketing
Yale Lewis, MBA, CFP ® Yale Lewis, MBA, CFP ®'s Merrill Edge Experience January 2011 - November 2013
Job Director of Investment & Planning Services at Mylestone Plans
Industry Financial Services
Experience
Mylestone Plans January 2014 - Present
Merrill Edge January 2011 - November 2013
LPL Financial January 2010 - December 2010
Campbell Wealth Management January 2009 - December 2009
Northwestern Mutual Financial Network May 2004 - December 2008
Charles Schwab and Company May 2000 - May 2004
ProFunds Advisors, Inc. January 1999 - April 2000
Edelman Financial Services September 1996 - November 1998
American Express Financial Advisors December 1995 - July 1996
Schabacker Investment Management December 1986 - September 1995
Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities
Education
University of Maryland College Park 1984 — 1986
MBA, Business
Vassar College 1980 — 1984
BA, Liberal Arts
Mylestone Plans January 2014 - Present
Merrill Edge January 2011 - November 2013
LPL Financial January 2010 - December 2010
Campbell Wealth Management January 2009 - December 2009
Northwestern Mutual Financial Network May 2004 - December 2008
Charles Schwab and Company May 2000 - May 2004
ProFunds Advisors, Inc. January 1999 - April 2000
Edelman Financial Services September 1996 - November 1998
American Express Financial Advisors December 1995 - July 1996
Schabacker Investment Management December 1986 - September 1995
Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities
Education
University of Maryland College Park 1984 — 1986
MBA, Business
Vassar College 1980 — 1984
BA, Liberal Arts
Richard C Valenzuela Richard C Valenzuela's Merrill Edge Experience September 2014 - Present
Job Kicking against the Goads
Industry Banking
Experience
Merrill Edge September 2014 - Present
Chase March 2011 - July 2014
Waddell & Reed October 2008 - March 2011
Le Tip of Stockton 2010 - 2010
Big Floor Events March 2003 - December 2004
Skills
Retirement Planning, Customer Service, Sales, Finance, Credit, Banking, Series 7, Leadership, Management
Education
University of Phoenix 2004 — 2007
BS Business/ Marketing
Merrill Edge September 2014 - Present
Chase March 2011 - July 2014
Waddell & Reed October 2008 - March 2011
Le Tip of Stockton 2010 - 2010
Big Floor Events March 2003 - December 2004
Skills
Retirement Planning, Customer Service, Sales, Finance, Credit, Banking, Series 7, Leadership, Management
Education
University of Phoenix 2004 — 2007
BS Business/ Marketing
Robert Spierdowis, CFP® Robert Spierdowis, CFP®'s Merrill Edge Experience July 2011 - June 2012
Job Sales Manager at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
James Wellman James Wellman's Merrill Edge Experience April 2015 - Present
Job Investment Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Merrill Lynch April 2013 - April 2015
GMF Industries, Inc. May 2009 - March 2013
TeleCommunication Systems Inc May 2008 - January 2009
US Navy November 2001 - October 2007
Skills
Project Management, Electronics, Line of Sight..., Satellite Communications, Close Attention to..., RF Hardware, Digital Electronics, Component Level..., Detail oriented, Management, Troubleshooting, Navy, Series 7
Education
University of South Florida 2010 — 2012
Bachelor of Science (BS), Management
USN Service School Command 2002 — 2003
Merrill Edge April 2015 - Present
Merrill Lynch April 2013 - April 2015
GMF Industries, Inc. May 2009 - March 2013
TeleCommunication Systems Inc May 2008 - January 2009
US Navy November 2001 - October 2007
Skills
Project Management, Electronics, Line of Sight..., Satellite Communications, Close Attention to..., RF Hardware, Digital Electronics, Component Level..., Detail oriented, Management, Troubleshooting, Navy, Series 7
Education
University of South Florida 2010 — 2012
Bachelor of Science (BS), Management
USN Service School Command 2002 — 2003
Gerald Gividen Gerald Gividen's Merrill Edge Experience May 2009 - June 2011
Job Manager, Leader and Innovator
Industry Financial Services
Experience
ANON Provider February 2012 - Present
GDG Consulting July 2011 - February 2012
Merrill Edge May 2009 - June 2011
Fidelity Investments May 2007 - February 2009
SCORE August 2006 - December 2007
P&O Ports North America December 2002 - August 2005
P&O Ports Louisiana March 2000 - December 2002
New Orleans Marine Contractors, Inc. September 1979 - March 2000
Puerto RIco Marine Management, Inc. June 1978 - September 1979
Sealand Service, Inc January 1974 - June 1978
Skills
Team Building, Operations Management, Process Improvement, Negotiation, Customer Relations, Troubleshooting, Software Design, Profitability, Emergency Management, Strategic Planning, Problem Solving, Change Management, Budgeting, Team Leadership, Planning, Customer Service, Contract Negotiation, Business Strategy, Coaching, Cross-functional Team..., P&L Management, Analysis, Cost Reduction, Business Planning, Continuous Improvement, Customer Satisfaction, Policy, Management, Budgets, Project Planning, Logistics, Performance Management, Project Management, Risk Management, Strategy, CRM, Financial Analysis, Vendor Management, Business Analysis, Program Management, Strategic Financial..., Managerial Finance, Business Development, New Business Development, Profit, Business Process..., Transportation, Logistics Management, Supply Chain Management
Education
University of New Orleans 1997 — 1999
No, Master Computer Science
University of New Orleans 1982 — 1985
MBA, Master Business Administration
Vanderbilt University 1970 — 1973
BA, Economics, Business Administration
The Principia 1964 — 1970
HS, College Prepatory
ANON Provider February 2012 - Present
GDG Consulting July 2011 - February 2012
Merrill Edge May 2009 - June 2011
Fidelity Investments May 2007 - February 2009
SCORE August 2006 - December 2007
P&O Ports North America December 2002 - August 2005
P&O Ports Louisiana March 2000 - December 2002
New Orleans Marine Contractors, Inc. September 1979 - March 2000
Puerto RIco Marine Management, Inc. June 1978 - September 1979
Sealand Service, Inc January 1974 - June 1978
Skills
Team Building, Operations Management, Process Improvement, Negotiation, Customer Relations, Troubleshooting, Software Design, Profitability, Emergency Management, Strategic Planning, Problem Solving, Change Management, Budgeting, Team Leadership, Planning, Customer Service, Contract Negotiation, Business Strategy, Coaching, Cross-functional Team..., P&L Management, Analysis, Cost Reduction, Business Planning, Continuous Improvement, Customer Satisfaction, Policy, Management, Budgets, Project Planning, Logistics, Performance Management, Project Management, Risk Management, Strategy, CRM, Financial Analysis, Vendor Management, Business Analysis, Program Management, Strategic Financial..., Managerial Finance, Business Development, New Business Development, Profit, Business Process..., Transportation, Logistics Management, Supply Chain Management
Education
University of New Orleans 1997 — 1999
No, Master Computer Science
University of New Orleans 1982 — 1985
MBA, Master Business Administration
Vanderbilt University 1970 — 1973
BA, Economics, Business Administration
The Principia 1964 — 1970
HS, College Prepatory
Arthur Crist Arthur Crist's Merrill Edge Experience May 2011 - Present
Job VP, Market Sales Manager Merrill Lynch
Industry Financial Services
Experience
Merrill Edge May 2011 - Present
HSBC September 2009 - May 2011
Wachovia, A Wells Fargo Company September 2007 - September 2009
TD Ameritrade 2005 - 2007
Datek Online June 1999 - October 2002
Skills
Series 7, Loans, Financial Analysis, Investments, Series 66, Series 63, Relationship Management, Banking, Financial Advisory, Financial Services, Mutual Funds, Sales, Retail Banking, Bonds, Investment Management, series 9, series 10, FINRA, Finance, Mortgage Lending, Uniform Combined State...
Education
University of Scranton 1995 — 1999
B.S., Criminal Justice, History
University of Scranton 1995 — 1999
Merrill Edge May 2011 - Present
HSBC September 2009 - May 2011
Wachovia, A Wells Fargo Company September 2007 - September 2009
TD Ameritrade 2005 - 2007
Datek Online June 1999 - October 2002
Skills
Series 7, Loans, Financial Analysis, Investments, Series 66, Series 63, Relationship Management, Banking, Financial Advisory, Financial Services, Mutual Funds, Sales, Retail Banking, Bonds, Investment Management, series 9, series 10, FINRA, Finance, Mortgage Lending, Uniform Combined State...
Education
University of Scranton 1995 — 1999
B.S., Criminal Justice, History
University of Scranton 1995 — 1999
Colin Lengyel's Merrill Edge Experience April 2011 - August 2012
Job Surety Underwriter II at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance September 2012 - Present
Merrill Edge April 2011 - August 2012
Bankers Life and Casualty May 2010 - April 2011
AXA Advisors January 2009 - December 2009
Skills
Series 7, Surety, Surety Bonds, Performance Bonds, Underwriting, Property & Casualty..., Indemnity, Financial Statement..., Equity Valuation, Risk Analysis, Risk Management, Mutual Funds, Financial Risk
Education
University of Scranton 2005 — 2009
Bachelors of Science, Finance, General
Chubb Insurance September 2012 - Present
Merrill Edge April 2011 - August 2012
Bankers Life and Casualty May 2010 - April 2011
AXA Advisors January 2009 - December 2009
Skills
Series 7, Surety, Surety Bonds, Performance Bonds, Underwriting, Property & Casualty..., Indemnity, Financial Statement..., Equity Valuation, Risk Analysis, Risk Management, Mutual Funds, Financial Risk
Education
University of Scranton 2005 — 2009
Bachelors of Science, Finance, General
Dave Bada Dave Bada's Merrill Edge Experience 2010 - 2010
Job Centralized Document Control Assistant Supervisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch August 2013 - May 2014
Gap Inc./Banana Republic 2007 - 2012
Merrill Edge 2010 - 2010
Skills
Store Management, Merchandising
Education
University of North Florida - College of Business Administration 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Merrill Lynch May 2014 - Present
Merrill Lynch August 2013 - May 2014
Gap Inc./Banana Republic 2007 - 2012
Merrill Edge 2010 - 2010
Skills
Store Management, Merchandising
Education
University of North Florida - College of Business Administration 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Dakota Peel's Merrill Edge Experience August 2014 - Present
Job Financial solutions advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Tires Plus Total Car Care May 2013 - August 2014
Palencia Swim and Fitness February 2005 - May 2013
Skills
Integrity, Problem Solving, Innovativeness, Skilled Labor, Creativity, Industrious, Multi-tasking Skills, Financial Services, Team-oriented, Determination, Teamwork, Ethics, Time Management, Series 7, Sales, Leadership, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Team Leadership, Event Planning
Education
University of North Florida - College of Business Administration 2008 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Edge August 2014 - Present
Tires Plus Total Car Care May 2013 - August 2014
Palencia Swim and Fitness February 2005 - May 2013
Skills
Integrity, Problem Solving, Innovativeness, Skilled Labor, Creativity, Industrious, Multi-tasking Skills, Financial Services, Team-oriented, Determination, Teamwork, Ethics, Time Management, Series 7, Sales, Leadership, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Team Leadership, Event Planning
Education
University of North Florida - College of Business Administration 2008 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kyle Baldasso Kyle Baldasso's Merrill Edge Experience May 2014 - Present
Job Merrill Edge, Investment Specialist
Industry Individual & Family Services
Experience
Merrill Edge May 2014 - Present
Remedy Intelligent Staffing September 2013 - January 2014
Merrill Edge 2014 - 2014
Allegiance Staffing LLC December 2012 - August 2013
Northwestern Mutual May 2012 - August 2012
Skills
Series 7, Series 63, Human Resources, Leadership, Time Management, Sales, Recruiting, Microsoft Excel, Microsoft Word, Insurance, Financial Analysis, Life Insurance, Strategic Financial..., Investments, Finance, PowerPoint, Retirement Planning, Customer Service, Microsoft Office, Risk Management, Employee Benefits, Banking, Training, Invoicing, Accounts Receivable, Employee Relations, Relationship Management, Performance Management
Education
University of North Florida 2013 — 2015
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of North Florida 2008 — 2012
Bachelor's of Business Administration, Business Administration and Management, General
Merrill Edge May 2014 - Present
Remedy Intelligent Staffing September 2013 - January 2014
Merrill Edge 2014 - 2014
Allegiance Staffing LLC December 2012 - August 2013
Northwestern Mutual May 2012 - August 2012
Skills
Series 7, Series 63, Human Resources, Leadership, Time Management, Sales, Recruiting, Microsoft Excel, Microsoft Word, Insurance, Financial Analysis, Life Insurance, Strategic Financial..., Investments, Finance, PowerPoint, Retirement Planning, Customer Service, Microsoft Office, Risk Management, Employee Benefits, Banking, Training, Invoicing, Accounts Receivable, Employee Relations, Relationship Management, Performance Management
Education
University of North Florida 2013 — 2015
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of North Florida 2008 — 2012
Bachelor's of Business Administration, Business Administration and Management, General
Blake Hopkins's Merrill Edge Experience June 2010 - October 2010
Job Investment Support Rep at Santander Investment Securities Inc
Industry Financial Services
Experience
Santander Investment Securities Inc August 2012 - Present
Wells Fargo Advantage Funds October 2010 - August 2012
Merrill Edge June 2010 - October 2010
Skills
Investments, Series 7, Series 63, Customer Service, Analytics, Microsoft Excel, Equities, Financial Risk, Microsoft Office, Market Analysis, Microsoft Word, Project Management, Quality Assurance, Qualitative Research, Quantitative Research, Research, Typing, Trading, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Insurance, Model Portfolios, Banking, Risk Management
Education
University of South Carolina-Columbia 2002 — 2007
Bachelor of Arts (B.A.), Psychology
Santander Investment Securities Inc August 2012 - Present
Wells Fargo Advantage Funds October 2010 - August 2012
Merrill Edge June 2010 - October 2010
Skills
Investments, Series 7, Series 63, Customer Service, Analytics, Microsoft Excel, Equities, Financial Risk, Microsoft Office, Market Analysis, Microsoft Word, Project Management, Quality Assurance, Qualitative Research, Quantitative Research, Research, Typing, Trading, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Insurance, Model Portfolios, Banking, Risk Management
Education
University of South Carolina-Columbia 2002 — 2007
Bachelor of Arts (B.A.), Psychology
Armin Eshaghian Armin Eshaghian's Merrill Edge Experience January 2013 - May 2014
Job Vice President, Sales Performance Manager at Bank of America
Industry Investment Management
Experience
Bank of America May 2014 - Present
Merrill Edge January 2013 - May 2014
Merrill Edge March 2010 - December 2012
JP Morgan Chase July 2009 - March 2010
Morgan Stanley October 2008 - July 2009
Countrywide Home Loans April 2006 - July 2008
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Investments, Investment Strategies, Options, Mortgage Lending, Strategic Financial..., Fixed Annuities, Real Estate License, Small Business Lending, Series 66, Series 31, Series 9, Series 10, Banking, Sales Management, Sales Process, Team Leadership
Education
University of Southern California 2002 — 2006
BA, Economics
Bank of America May 2014 - Present
Merrill Edge January 2013 - May 2014
Merrill Edge March 2010 - December 2012
JP Morgan Chase July 2009 - March 2010
Morgan Stanley October 2008 - July 2009
Countrywide Home Loans April 2006 - July 2008
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Investments, Investment Strategies, Options, Mortgage Lending, Strategic Financial..., Fixed Annuities, Real Estate License, Small Business Lending, Series 66, Series 31, Series 9, Series 10, Banking, Sales Management, Sales Process, Team Leadership
Education
University of Southern California 2002 — 2006
BA, Economics
Christopher Repas Christopher Repas's Merrill Edge Experience January 2013 - November 2013
Job Corporate Banking at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation April 2015 - Present
FactSet February 2014 - April 2015
Merrill Edge January 2013 - November 2013
Merrill Lynch May 2011 - December 2012
Merrill Lynch June 2010 - August 2010
Skills
Series 63, PowerPoint, Finance, Financial Analysis, Data Analysis, Financial Modeling, Investment Management, Wealth Management, Financial Services, Strategic Financial..., Series 7, Investments, Microsoft Excel, Microsoft Office, Analysis, Portfolio Management
Education
University of Richmond 2007 — 2011
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Accounting
shaker high school
Sumitomo Mitsui Banking Corporation April 2015 - Present
FactSet February 2014 - April 2015
Merrill Edge January 2013 - November 2013
Merrill Lynch May 2011 - December 2012
Merrill Lynch June 2010 - August 2010
Skills
Series 63, PowerPoint, Finance, Financial Analysis, Data Analysis, Financial Modeling, Investment Management, Wealth Management, Financial Services, Strategic Financial..., Series 7, Investments, Microsoft Excel, Microsoft Office, Analysis, Portfolio Management
Education
University of Richmond 2007 — 2011
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Accounting
shaker high school
Paul Moulton Paul Moulton's Merrill Edge Experience August 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Mass Mutual Financial Group July 2011 - July 2012
Drummond Press September 2009 - August 2011
DXM Marketing 2010 - 2011
Burdette Ketchum October 2008 - July 2009
C&H Printing November 2005 - September 2008
Penstripe Graphics October 2002 - November 2005
Skills
Insurance, Long Term Care, Strategic Planning, Fixed Annuities, Disability Insurance, Insurance Strategies, Financial Development, Retirement Income..., Health Insurance, Variable Annuities, Investments, Life Insurance, Securities, Financial Services, Financial Planners, Retirement Planning, Series 7, Portfolio Management, Asset Allocation, IRAs
Education
University of North Florida 1999 — 2002
B.A, Graphic Design
Merrill Edge August 2012 - Present
Mass Mutual Financial Group July 2011 - July 2012
Drummond Press September 2009 - August 2011
DXM Marketing 2010 - 2011
Burdette Ketchum October 2008 - July 2009
C&H Printing November 2005 - September 2008
Penstripe Graphics October 2002 - November 2005
Skills
Insurance, Long Term Care, Strategic Planning, Fixed Annuities, Disability Insurance, Insurance Strategies, Financial Development, Retirement Income..., Health Insurance, Variable Annuities, Investments, Life Insurance, Securities, Financial Services, Financial Planners, Retirement Planning, Series 7, Portfolio Management, Asset Allocation, IRAs
Education
University of North Florida 1999 — 2002
B.A, Graphic Design
Jason Curran Jason Curran's Merrill Edge Experience December 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2012 - Present
Waddell & Reed July 2010 - May 2012
CHARLES SCHWAB & CO., INC April 2000 - June 2010
Bank One / National Direct Equity 1999 - 2000
Skills
Building Strong..., Organizational Needs..., Strategic Partnerships, Cross-functional Team..., Team Management, Customer Oriented, Customer Engagement, Customer Experience, Sales Growth, Territory Development, Sales Presentations, Sales Management, Strategic Planning, End User Training, Solution Selling, Identifying Client Needs, Financial Services, Sales, Wealth Management, New Business Development, Leadership, Retirement Planning, Strategy, Finance, Management, Mutual Funds
Education
University of Phoenix
Bachelor of Science, Business Administration
Merrill Edge December 2012 - Present
Waddell & Reed July 2010 - May 2012
CHARLES SCHWAB & CO., INC April 2000 - June 2010
Bank One / National Direct Equity 1999 - 2000
Skills
Building Strong..., Organizational Needs..., Strategic Partnerships, Cross-functional Team..., Team Management, Customer Oriented, Customer Engagement, Customer Experience, Sales Growth, Territory Development, Sales Presentations, Sales Management, Strategic Planning, End User Training, Solution Selling, Identifying Client Needs, Financial Services, Sales, Wealth Management, New Business Development, Leadership, Retirement Planning, Strategy, Finance, Management, Mutual Funds
Education
University of Phoenix
Bachelor of Science, Business Administration
Joshua Fitzgerald Joshua Fitzgerald's Merrill Edge Experience March 2015 - Present
Job Investment consultant Merrill Edge Retirement Help Desk
Industry Investment Banking
Experience
Merrill Edge March 2015 - Present
Bank of America February 2011 - July 2015
Bank of America January 2009 - February 2011
Bank of America June 2008 - January 2009
Bank of America August 2006 - June 2008
Skills
Customer Service, Customer-focused Sales, Retail Banking, Tax Preparation, Sales, Investments, Sales Management, Accounting, Policy, Banking, Credit, Loans, Consumer Lending, Commercial Banking, Credit Cards, Small Business Lending, Cross Selling, Deposits, Relationship Management, Lines Of Credit, Financial Services, Risk Management, Customer Experience, Payments, Finance, Customer Retention, Internet Banking, Tax, Branch Banking, Credit Risk, Commercial Lending, Loan Origination, Linux, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows 7, Windows Vista, Windows XP Pro, Outlook, Ubuntu, Google Chrome, Chrome OS, Firefox, Internet Explorer, Web Support, Mortgage Banking, Loan Servicing, Branch Management
Education
University of Phoenix-Central Massachusetts Campus 2010 — 2012
Hope High School 2001 — 2005
High school diploma
Merrill Edge March 2015 - Present
Bank of America February 2011 - July 2015
Bank of America January 2009 - February 2011
Bank of America June 2008 - January 2009
Bank of America August 2006 - June 2008
Skills
Customer Service, Customer-focused Sales, Retail Banking, Tax Preparation, Sales, Investments, Sales Management, Accounting, Policy, Banking, Credit, Loans, Consumer Lending, Commercial Banking, Credit Cards, Small Business Lending, Cross Selling, Deposits, Relationship Management, Lines Of Credit, Financial Services, Risk Management, Customer Experience, Payments, Finance, Customer Retention, Internet Banking, Tax, Branch Banking, Credit Risk, Commercial Lending, Loan Origination, Linux, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows 7, Windows Vista, Windows XP Pro, Outlook, Ubuntu, Google Chrome, Chrome OS, Firefox, Internet Explorer, Web Support, Mortgage Banking, Loan Servicing, Branch Management
Education
University of Phoenix-Central Massachusetts Campus 2010 — 2012
Hope High School 2001 — 2005
High school diploma
Rick Benitez's Merrill Edge Experience January 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Best Buy July 2012 - January 2015
Universal Orlando Resort March 2010 - July 2012
Busch Gardens Tampa September 2011 - November 2011
Skills
Series 7, Series 66, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, HTML, Development of..., Marketing, Information Systems, P&L Analysis, P&L Management, Leadership, Management, Project Management, Coaching, Sales, Retail Sales, Marketing Strategy, Marketing Communications, Market Research, Digital Marketing, Product Marketing, Marketing Management, Promotion Management, Branding, Strategic Management, Mobile Devices, International Marketing, Financial/Managerial..., Finance, Economics, Windows & Mac operating..., Qualtrics, Computer Hardware, Customer Service, PowerPoint
Education
University of South Florida 2010 — 2014
Bachelors, Marketing
Merrill Edge January 2015 - Present
Best Buy July 2012 - January 2015
Universal Orlando Resort March 2010 - July 2012
Busch Gardens Tampa September 2011 - November 2011
Skills
Series 7, Series 66, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, HTML, Development of..., Marketing, Information Systems, P&L Analysis, P&L Management, Leadership, Management, Project Management, Coaching, Sales, Retail Sales, Marketing Strategy, Marketing Communications, Market Research, Digital Marketing, Product Marketing, Marketing Management, Promotion Management, Branding, Strategic Management, Mobile Devices, International Marketing, Financial/Managerial..., Finance, Economics, Windows & Mac operating..., Qualtrics, Computer Hardware, Customer Service, PowerPoint
Education
University of South Florida 2010 — 2014
Bachelors, Marketing
Krista Fowler Krista Fowler's Merrill Edge Experience March 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Bank of America June 2012 - March 2014
Bank of America September 2010 - June 2012
Ovations Food Service April 2008 - July 2010
Bella Vista Senior Living April 2006 - April 2008
The Home Depot June 2003 - December 2005
Best Buy April 2002 - June 2003
Fountains At Pacific Regent October 2001 - April 2002
Circuit City Electronics November 1999 - October 2001
The Good Guys April 1998 - November 1999
Skills
Customer Service, Microsoft Office, Strategic Planning, Leadership, Project Management, Microsoft Word, PowerPoint, Financial Analysis, Risk Management, Negotiation, Business Development, Team Building, Microsoft Excel, Management, Research, Marketing, Public Speaking, Finance, Social Media, Team Leadership, Sales Management, Strategy, Business Analysis, Banking, Process Improvement, Marketing Strategy, Investments, Change Management, Accounting, Teamwork, Portfolio Management, Project Planning, Business Planning, Event Planning, Time Management, English, Outlook, Operations Management, Teaching, Team Management, Financial Reporting, Public Relations, Financial Services, Financial Planning, Photoshop
Education
University of Phoenix 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Merrill Edge March 2014 - Present
Bank of America June 2012 - March 2014
Bank of America September 2010 - June 2012
Ovations Food Service April 2008 - July 2010
Bella Vista Senior Living April 2006 - April 2008
The Home Depot June 2003 - December 2005
Best Buy April 2002 - June 2003
Fountains At Pacific Regent October 2001 - April 2002
Circuit City Electronics November 1999 - October 2001
The Good Guys April 1998 - November 1999
Skills
Customer Service, Microsoft Office, Strategic Planning, Leadership, Project Management, Microsoft Word, PowerPoint, Financial Analysis, Risk Management, Negotiation, Business Development, Team Building, Microsoft Excel, Management, Research, Marketing, Public Speaking, Finance, Social Media, Team Leadership, Sales Management, Strategy, Business Analysis, Banking, Process Improvement, Marketing Strategy, Investments, Change Management, Accounting, Teamwork, Portfolio Management, Project Planning, Business Planning, Event Planning, Time Management, English, Outlook, Operations Management, Teaching, Team Management, Financial Reporting, Public Relations, Financial Services, Financial Planning, Photoshop
Education
University of Phoenix 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Ian Widak Ian Widak's Merrill Edge Experience December 2014 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Rescue Capital December 2013 - July 2014
Outback Steakhouse February 2011 - February 2014
Ice House America May 2013 - August 2013
Skills
Teamwork, PowerPoint, Data Entry, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Social Networking, Customer Service, Leadership, Windows, Investments, Budgets, Strategic Planning, Finance, Economics, Financial Services, Sales, Time Management, Portfolio Management
Education
University of North Florida 2009 — 2014
Bachelor of Business Administration (B.B.A.), Financial Services and Finance
Merrill Edge December 2014 - Present
Rescue Capital December 2013 - July 2014
Outback Steakhouse February 2011 - February 2014
Ice House America May 2013 - August 2013
Skills
Teamwork, PowerPoint, Data Entry, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Social Networking, Customer Service, Leadership, Windows, Investments, Budgets, Strategic Planning, Finance, Economics, Financial Services, Sales, Time Management, Portfolio Management
Education
University of North Florida 2009 — 2014
Bachelor of Business Administration (B.B.A.), Financial Services and Finance
Chadi Majed Chadi Majed's Merrill Edge Experience September 2010 - February 2013
Job J.P. Morgan Chase Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
Merrill Edge September 2010 - February 2013
Morgan Stanley February 2009 - September 2010
Merrill Lynch February 2008 - February 2009
Education
University of Michigan-Dearborn 2003 — 2004
BBA, Finance
Saint Vincent
J.P. Morgan February 2013 - Present
Merrill Edge September 2010 - February 2013
Morgan Stanley February 2009 - September 2010
Merrill Lynch February 2008 - February 2009
Education
University of Michigan-Dearborn 2003 — 2004
BBA, Finance
Saint Vincent
Anthony Harp, CRPC® Anthony Harp, CRPC®'s Merrill Edge Experience May 2007 - May 2011
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Merrill Edge May 2007 - May 2011
Merrill Lynch August 2003 - May 2007
Skills
Retirement Planning, Retail Banking, Wealth Management, Project Management, Microsoft Office, Management, Financial Advisory, Financial Planning
Education
University of North Florida 1999 — 2002
Bachelor's degree, Accounting
Bank of America Merrill Lynch May 2011 - Present
Merrill Edge May 2007 - May 2011
Merrill Lynch August 2003 - May 2007
Skills
Retirement Planning, Retail Banking, Wealth Management, Project Management, Microsoft Office, Management, Financial Advisory, Financial Planning
Education
University of North Florida 1999 — 2002
Bachelor's degree, Accounting
Douglas Heck's Merrill Edge Experience August 2014 - Present
Job VP, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2012 - Present
merrill lynch October 2009 - Present
AG Edwards July 2006 - October 2009
UBS May 2000 - October 2004
Skills
Small Business, Budgeting, Team Building, Strategic Planning, Series 7, Series 66, Financial Planning, series 31, Retirement, Retirement Planning, Finance, Fixed Annuities, Portfolio Management, Asset Allocation, Mutual Funds, Financial Analysis, IRAs, Banking, Fixed Income, Equities, Bonds, Variable Annuities, Credit, Wealth Management, Series 63, Investment Strategies, Securities, Financial Services, Alternative Investments, Stocks, 401k Rollovers, 529 Plans, Retail Banking, Asset Management, Financial Advisory, Relationship Management, Risk Management, Wealth, Financial Planners, Investment Management, Roth IRA, Saving for Education, College Savings Plans, Investments, Insurance, Leadership, Estate Planning, Investment Advisory, Strategic Financial..., Uniform Combined State...
Education
University of Hartford 1987 — 1992
Bachelor of Arts (BA)
Merrill Edge August 2014 - Present
Merrill Edge November 2012 - Present
merrill lynch October 2009 - Present
AG Edwards July 2006 - October 2009
UBS May 2000 - October 2004
Skills
Small Business, Budgeting, Team Building, Strategic Planning, Series 7, Series 66, Financial Planning, series 31, Retirement, Retirement Planning, Finance, Fixed Annuities, Portfolio Management, Asset Allocation, Mutual Funds, Financial Analysis, IRAs, Banking, Fixed Income, Equities, Bonds, Variable Annuities, Credit, Wealth Management, Series 63, Investment Strategies, Securities, Financial Services, Alternative Investments, Stocks, 401k Rollovers, 529 Plans, Retail Banking, Asset Management, Financial Advisory, Relationship Management, Risk Management, Wealth, Financial Planners, Investment Management, Roth IRA, Saving for Education, College Savings Plans, Investments, Insurance, Leadership, Estate Planning, Investment Advisory, Strategic Financial..., Uniform Combined State...
Education
University of Hartford 1987 — 1992
Bachelor of Arts (BA)
Juliana Ramirez Juliana Ramirez's Merrill Edge Experience September 2015 - Present
Job VP, Market Sales Manager for Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2015 - Present
Bank of America Merrill Lynch May 2014 - Present
TD Ameritrade July 2013 - May 2014
T. Rowe Price July 2012 - July 2013
T. Rowe Price May 2010 - August 2012
Skills
Series 7, Mutual Funds, High Net Worth..., Options, Bonds, Retirement, 401k, Fixed Income, Retirement Planning, Equities, Investment Strategies, Uniform Combined State...
Education
University of South Florida 2003 — 2007
Bachelor of Fine Arts (B.F.A.), Banking, Corporate, Finance, and Securities Law
college of financial planning
Bachelor of Fine Arts (B.F.A.), Masters in Financial Analysis
Merrill Edge September 2015 - Present
Bank of America Merrill Lynch May 2014 - Present
TD Ameritrade July 2013 - May 2014
T. Rowe Price July 2012 - July 2013
T. Rowe Price May 2010 - August 2012
Skills
Series 7, Mutual Funds, High Net Worth..., Options, Bonds, Retirement, 401k, Fixed Income, Retirement Planning, Equities, Investment Strategies, Uniform Combined State...
Education
University of South Florida 2003 — 2007
Bachelor of Fine Arts (B.F.A.), Banking, Corporate, Finance, and Securities Law
college of financial planning
Bachelor of Fine Arts (B.F.A.), Masters in Financial Analysis
Phillip Watkins's Merrill Edge Experience October 2014 - Present
Job AVP Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
AXA Advisors July 2012 - June 2014
Nationstar Mortgage 2010 - 2011
Infinity Management May 2008 - August 2008
Skills
Series 7, Series 63, Leadership, General Securities..., Youth Mentoring, Data Collection, Life Insurance, Series 65, Financial Advisor, General Lines Agent, Data Processing, Fundamental Analyst, Retirement
Education
University of North Texas 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Merrill Edge October 2014 - Present
AXA Advisors July 2012 - June 2014
Nationstar Mortgage 2010 - 2011
Infinity Management May 2008 - August 2008
Skills
Series 7, Series 63, Leadership, General Securities..., Youth Mentoring, Data Collection, Life Insurance, Series 65, Financial Advisor, General Lines Agent, Data Processing, Fundamental Analyst, Retirement
Education
University of North Texas 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Daniel Valencia's Merrill Edge Experience April 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Bank of America April 2014 - Present
Merrill Lynch October 2012 - Present
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.)
Concord Law School
Trusts and Estates
Merrill Edge April 2014 - Present
Bank of America April 2014 - Present
Merrill Lynch October 2012 - Present
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.)
Concord Law School
Trusts and Estates
Richard Springer Richard Springer's Merrill Edge Experience January 2010 - August 2010
Job Vice President/Lead Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2005 - Present
Merrill Edge January 2010 - August 2010
Merrill Edge March 2006 - January 2010
Skills
Series 7, Microsoft Office, Customer Service, Problem Solving, Coaching, Sales Management, Teamwork, Retirement Planning, Mutual Funds, Investments, Public Speaking, Financial Analysis, Wealth Management, Securities
Education
University of Florida - Warrington College Of Business 2003 — 2005
B.A., Finance
Bank of America Merrill Lynch August 2005 - Present
Merrill Edge January 2010 - August 2010
Merrill Edge March 2006 - January 2010
Skills
Series 7, Microsoft Office, Customer Service, Problem Solving, Coaching, Sales Management, Teamwork, Retirement Planning, Mutual Funds, Investments, Public Speaking, Financial Analysis, Wealth Management, Securities
Education
University of Florida - Warrington College Of Business 2003 — 2005
B.A., Finance
Bilal Colbert's Merrill Edge Experience November 2014 - Present
Job Merrill Edge Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
Cenlar FSB August 2014 - December 2014
Sremska Mitrovica legionaires March 2014 - July 2014
University of New Hampshire, Events and Facilities January 2010 - March 2014
University of New Hampshire August 2009 - December 2013
NCAA Career in Sports Forum July 2013 - July 2013
Learfield Sports January 2013 - June 2013
Special Olympics July 2012 - July 2012
Skills
Sports Marketing, Sports Management, Sports, Facebook, Social Media, Event Planning, Football, Athletics, Social Media Marketing, Social Networking, Event Management, Public Speaking, Marketing, PowerPoint, Microsoft Office, Sports Coaching, Public Relations, Microsoft Word, Microsoft Excel, iMovie, Coaching, Leadership, Time Management, Customer Service, Teamwork
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), Sports Studies, Minors: Business Administration, Psychology
Neshaminy High School 2006 — 2009
Bachelor's degree
Merrill Edge November 2014 - Present
Cenlar FSB August 2014 - December 2014
Sremska Mitrovica legionaires March 2014 - July 2014
University of New Hampshire, Events and Facilities January 2010 - March 2014
University of New Hampshire August 2009 - December 2013
NCAA Career in Sports Forum July 2013 - July 2013
Learfield Sports January 2013 - June 2013
Special Olympics July 2012 - July 2012
Skills
Sports Marketing, Sports Management, Sports, Facebook, Social Media, Event Planning, Football, Athletics, Social Media Marketing, Social Networking, Event Management, Public Speaking, Marketing, PowerPoint, Microsoft Office, Sports Coaching, Public Relations, Microsoft Word, Microsoft Excel, iMovie, Coaching, Leadership, Time Management, Customer Service, Teamwork
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), Sports Studies, Minors: Business Administration, Psychology
Neshaminy High School 2006 — 2009
Bachelor's degree
Michael D'Aquila Michael D'Aquila's Merrill Edge Experience August 2015 - Present
Job Investment Specialist
Industry Investment Banking
Experience
Merrill Edge August 2015 - Present
Ace Auto Sales Inc May 2010 - Present
The Ryan Center September 2010 - May 2011
Wabash National Study of Liberal Arts Education September 2007 - May 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Social Media Marketing, Customer Service, Social Networking, Facebook, Budgets, Event Planning, Event Management, Sports Marketing, Outlook, Public Speaking, Public Relations, Market Research, Marketing, Sales, Teamwork, Sales Management, Retail
Education
University of Rhode Island 2007 — 2011
BS, Business Administration; General Business Administration
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Edge August 2015 - Present
Ace Auto Sales Inc May 2010 - Present
The Ryan Center September 2010 - May 2011
Wabash National Study of Liberal Arts Education September 2007 - May 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Social Media Marketing, Customer Service, Social Networking, Facebook, Budgets, Event Planning, Event Management, Sports Marketing, Outlook, Public Speaking, Public Relations, Market Research, Marketing, Sales, Teamwork, Sales Management, Retail
Education
University of Rhode Island 2007 — 2011
BS, Business Administration; General Business Administration
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Marguerite Ferguson Marguerite Ferguson's Merrill Edge Experience January 2013 - January 2014
Job Merrill Edge
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
BofA Merrill Lynch January 2014 - August 2015
Merrill Edge January 2013 - January 2014
Merrill Edge November 2011 - January 2013
Duval County Public Schools September 2007 - November 2011
Merrill Lynch December 2003 - August 2007
Skills
Series 7, Series 66, English-Spanish
Education
Middlesex School
University of Pennsylvania
Bachelor of Arts (B.A.), History
Merrill Lynch August 2015 - Present
BofA Merrill Lynch January 2014 - August 2015
Merrill Edge January 2013 - January 2014
Merrill Edge November 2011 - January 2013
Duval County Public Schools September 2007 - November 2011
Merrill Lynch December 2003 - August 2007
Skills
Series 7, Series 66, English-Spanish
Education
Middlesex School
University of Pennsylvania
Bachelor of Arts (B.A.), History
Jeffrey Enos Jeffrey Enos's Merrill Edge Experience June 2014 - Present
Job Sales and Support Associate at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
M.S. Walker Companies, Inc. 2013 - January 2014
Office of Congressman David Cicilline May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Public Speaking, Public Relations, Organizational..., Mail Sorting, Research, Microsoft Office, Customer Service, Community Outreach, Teamwork, Team Leadership
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Merrill Edge June 2014 - Present
M.S. Walker Companies, Inc. 2013 - January 2014
Office of Congressman David Cicilline May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Public Speaking, Public Relations, Organizational..., Mail Sorting, Research, Microsoft Office, Customer Service, Community Outreach, Teamwork, Team Leadership
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Dennis Freeman Dennis Freeman's Merrill Edge Experience May 2012 - August 2013
Job Reconciliation Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Merrill Edge May 2012 - August 2013
SMG May 2011 - June 2012
Teavana September 2007 - December 2011
Renaissance Creative August 2011 - October 2011
SMG Jacksonville Veterans Memorial Arena May 2011 - August 2011
Skills
Social Media, Public Relations, Promotions, Facebook, Event Management, Customer Service, Customer Satisfaction, Social Networking, Retail
Education
University of North Florida 2005 — 2011
Communications, Public Relations
Merrill Lynch August 2013 - Present
Merrill Edge May 2012 - August 2013
SMG May 2011 - June 2012
Teavana September 2007 - December 2011
Renaissance Creative August 2011 - October 2011
SMG Jacksonville Veterans Memorial Arena May 2011 - August 2011
Skills
Social Media, Public Relations, Promotions, Facebook, Event Management, Customer Service, Customer Satisfaction, Social Networking, Retail
Education
University of North Florida 2005 — 2011
Communications, Public Relations
Deidra Hills's Merrill Edge Experience July 2014 - Present
Job Intern at WJXTTV Channel 4 News
Industry Broadcast Media
Experience
Merrill Edge July 2014 - Present
Inside Jacksonville January 2013 - Present
JEA May 2012 - Present
WJXT-TV Channel 4 News May 2013 - August 2013
City of Jacksonville June 2009 - August 2009
Skills
Analysis, Visio, Process Improvement, Project Management, Access, Microsoft Excel
Education
University of North Florida 2010 — 2013
Bachelor of Arts (B.A.), Multimedia Journalisim and Production
Merrill Edge July 2014 - Present
Inside Jacksonville January 2013 - Present
JEA May 2012 - Present
WJXT-TV Channel 4 News May 2013 - August 2013
City of Jacksonville June 2009 - August 2009
Skills
Analysis, Visio, Process Improvement, Project Management, Access, Microsoft Excel
Education
University of North Florida 2010 — 2013
Bachelor of Arts (B.A.), Multimedia Journalisim and Production
fanny choi fanny choi's Merrill Edge Experience November 2012 - Present
Job
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Charles Schwab July 2000 - October 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 63
Education
University of Hawaii at Manoa
Merrill Edge November 2012 - Present
Charles Schwab July 2000 - October 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 63
Education
University of Hawaii at Manoa
Francis Adams Francis Adams's Merrill Edge Experience June 2013 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2013 - Present
The Fresh Market May 2008 - April 2013
Education
University of North Florida - College of Business Administration 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
2015 Level II Candidate in the CFA Program
Merrill Edge June 2013 - Present
The Fresh Market May 2008 - April 2013
Education
University of North Florida - College of Business Administration 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
2015 Level II Candidate in the CFA Program
Jason Gillespie, CRPC® Jason Gillespie, CRPC®'s Merrill Edge Experience October 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Fidelity Investments June 2013 - October 2014
Wells Fargo February 2013 - June 2013
Wells Fargo Advisors December 2011 - February 2013
Wells Fargo Insurance Services January 2010 - December 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Skills
Retirement Planning, Fixed Annuities, Series 7, Mortgage Lending, Insurance, Series 63, Life Insurance, Wealth Management, Strategic Financial..., Investments, Long Term Care Insurance, Loans, Finance, Mutual Funds, CRPC
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BS, Business Admin
Page High School 1992 — 1996
Merrill Edge October 2014 - Present
Fidelity Investments June 2013 - October 2014
Wells Fargo February 2013 - June 2013
Wells Fargo Advisors December 2011 - February 2013
Wells Fargo Insurance Services January 2010 - December 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Skills
Retirement Planning, Fixed Annuities, Series 7, Mortgage Lending, Insurance, Series 63, Life Insurance, Wealth Management, Strategic Financial..., Investments, Long Term Care Insurance, Loans, Finance, Mutual Funds, CRPC
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BS, Business Admin
Page High School 1992 — 1996
Clayton Forbes Clayton Forbes's Merrill Edge Experience June 2008 - June 2011
Job Vice President Treasury Sales Officer
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America September 2012 - May 2014
Bank of America Merrill Lynch June 2011 - October 2012
Merrill Edge June 2008 - June 2011
Merrill Edge November 2007 - June 2008
E*TRADE Financial February 2007 - November 2007
Skills
PowerPoint, Excel, Team Leadership, Customer Service, Business Strategy, Financial Managment, Investments, Organizational Behavior, Policy, Finance, Analysis, Relationship Management, Sales, Treasury Management, Strategy, Banking, Risk Management, Real Estate, Financial Analysis, Process Improvement, Strategic Planning
Education
Wake Forest University 2010 — 2011
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2004 — 2006
Bachelor of Arts (B.A.), Psychology
University of Richmond 1998 — 2000
Bank of America June 2014 - Present
Bank of America September 2012 - May 2014
Bank of America Merrill Lynch June 2011 - October 2012
Merrill Edge June 2008 - June 2011
Merrill Edge November 2007 - June 2008
E*TRADE Financial February 2007 - November 2007
Skills
PowerPoint, Excel, Team Leadership, Customer Service, Business Strategy, Financial Managment, Investments, Organizational Behavior, Policy, Finance, Analysis, Relationship Management, Sales, Treasury Management, Strategy, Banking, Risk Management, Real Estate, Financial Analysis, Process Improvement, Strategic Planning
Education
Wake Forest University 2010 — 2011
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2004 — 2006
Bachelor of Arts (B.A.), Psychology
University of Richmond 1998 — 2000
Jacob Ford Jacob Ford's Merrill Edge Experience September 2013 - January 2015
Job Regional Consultant for Montage Investments
Industry Financial Services
Experience
Montage Investments January 2015 - Present
Merrill Edge September 2013 - January 2015
American Century Investments June 2011 - July 2012
American Century Investments September 2010 - June 2011
American Century Investments October 2008 - March 2011
H&R Block Financial Advisors January 2006 - October 2008
Skills
Series 7, Mutual Funds, Series 66, CMFC, Series 63, Series 6, Alternative Investments, Retirement Planning, Fixed Annuities, Investment Strategies, Financial Advisory, Equities, Investments, Fixed Income, Investment Advisory, Asset Managment, 401k, Strategic Financial..., Bonds, Asset Allocation, Retirement, Securities, Portfolio Management, Financial Services, Investment Management, Salesforce.com, Sales, Bloomberg, Morningstar, Morningstar Direct, Customer Service, Microsoft Excel, Economics, FINRA, Finance, Certified Financial...
Education
University of Missouri-Kansas City
Economics
Montage Investments January 2015 - Present
Merrill Edge September 2013 - January 2015
American Century Investments June 2011 - July 2012
American Century Investments September 2010 - June 2011
American Century Investments October 2008 - March 2011
H&R Block Financial Advisors January 2006 - October 2008
Skills
Series 7, Mutual Funds, Series 66, CMFC, Series 63, Series 6, Alternative Investments, Retirement Planning, Fixed Annuities, Investment Strategies, Financial Advisory, Equities, Investments, Fixed Income, Investment Advisory, Asset Managment, 401k, Strategic Financial..., Bonds, Asset Allocation, Retirement, Securities, Portfolio Management, Financial Services, Investment Management, Salesforce.com, Sales, Bloomberg, Morningstar, Morningstar Direct, Customer Service, Microsoft Excel, Economics, FINRA, Finance, Certified Financial...
Education
University of Missouri-Kansas City
Economics
Roy McClung, MBA Roy McClung, MBA's Merrill Edge Experience September 2010 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones May 2012 - July 2014
Merrill Edge September 2010 - May 2012
Charles Schwab2006-2010 October 2006 - February 2010
Banc of America Investments2004-2006 January 2004 - October 2006
FedEx Services November 2002 - January 2004
Fisher Investments March 2002 - October 2002
Skills
401k, Asset Allocation, Asset Management, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Alternative Investments, Trading
Education
Keller Graduate School of Management
MBA
University of Mississippi 1982 — 1985
Bachelor of Business Administration
Edward Jones May 2012 - July 2014
Merrill Edge September 2010 - May 2012
Charles Schwab2006-2010 October 2006 - February 2010
Banc of America Investments2004-2006 January 2004 - October 2006
FedEx Services November 2002 - January 2004
Fisher Investments March 2002 - October 2002
Skills
401k, Asset Allocation, Asset Management, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Alternative Investments, Trading
Education
Keller Graduate School of Management
MBA
University of Mississippi 1982 — 1985
Bachelor of Business Administration
Rachael Pierce's Merrill Edge Experience January 2015 - Present
Job Preferred Transition Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Citizens Bank April 2014 - January 2015
Self Employed Insurance Industry May 2013 - March 2014
MassMutual Southern New England April 2012 - May 2013
RI Department of Behavioral Healthcare Developmental Disabilities & Hospitals September 2010 - March 2012
Shechtman Halperin Savage, LLP September 2007 - September 2010
Hanley & Associates November 2005 - September 2007
Skills
Series 66, Series 7, Disability Insurance, Fixed Annuities, Financial Services, Retirement, Employee Benefits, Life Insurance, Insurance, Estate Planning, Long Term Care Insurance, Legal Research, Financial Planners, Bankruptcy, Whole Life, Litigation, Securities, Retirement Planning, Finance, Financial Planning, IRAs, Series 6, Series 63
Education
University of Maine School of Law 2001 — 2005
Merrill Edge January 2015 - Present
Citizens Bank April 2014 - January 2015
Self Employed Insurance Industry May 2013 - March 2014
MassMutual Southern New England April 2012 - May 2013
RI Department of Behavioral Healthcare Developmental Disabilities & Hospitals September 2010 - March 2012
Shechtman Halperin Savage, LLP September 2007 - September 2010
Hanley & Associates November 2005 - September 2007
Skills
Series 66, Series 7, Disability Insurance, Fixed Annuities, Financial Services, Retirement, Employee Benefits, Life Insurance, Insurance, Estate Planning, Long Term Care Insurance, Legal Research, Financial Planners, Bankruptcy, Whole Life, Litigation, Securities, Retirement Planning, Finance, Financial Planning, IRAs, Series 6, Series 63
Education
University of Maine School of Law 2001 — 2005
Aria Smith's Merrill Edge Experience October 2011 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2011 - Present
VyStar Credit Union May 2010 - October 2011
Fidelity Investments December 2006 - December 2009
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Merrill Edge October 2011 - Present
VyStar Credit Union May 2010 - October 2011
Fidelity Investments December 2006 - December 2009
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Cassandra Cummings's Merrill Edge Experience January 2012 - Present
Job
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
MetLife December 2010 - December 2011
VALIC November 2005 - December 2010
Ernst & Young September 1996 - June 1999
Education
University of Southern California 1993 — 1996
Bachelor of Science (BS)
Merrill Edge January 2012 - Present
MetLife December 2010 - December 2011
VALIC November 2005 - December 2010
Ernst & Young September 1996 - June 1999
Education
University of Southern California 1993 — 1996
Bachelor of Science (BS)
Jennifer Kang's Merrill Edge Experience September 2010 - January 2012
Job Financial Advisor at Merrill Lynch Pierce Fenner & Smith
Industry Financial Services
Experience
Merrill Lynch, Wealth Management January 2012 - Present
Merrill Edge September 2010 - January 2012
Merrill Lynch August 2009 - September 2010
Merrill Lynch December 2006 - February 2009
Skills
Series 7, Series 66, Insurance, Financial Planning
Education
University of Hawaii - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Narbonne High School 1997 — 2001
Merrill Lynch, Wealth Management January 2012 - Present
Merrill Edge September 2010 - January 2012
Merrill Lynch August 2009 - September 2010
Merrill Lynch December 2006 - February 2009
Skills
Series 7, Series 66, Insurance, Financial Planning
Education
University of Hawaii - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Narbonne High School 1997 — 2001
Jared Blake's Merrill Edge Experience January 2015 - Present
Job Transition Specialist
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Santander Bank, N.A. April 2011 - January 2015
Citizens Bank/RBS N.A. May 2007 - September 2008
Crown Mortgage Corp July 2005 - May 2007
Advanced Financial Services April 2002 - May 2005
Skills
Mortgage Lending, Loans, Referrals, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, FHA Financing, Retail Banking, Reverse Mortgages, Construction Loans, Government Loans, USDA, FHA financing, VA loans, Commercial Lending, Credit Analysis, Banking, Finance, Investment Properties
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Business Administration, 3.74 GPA
Merrill Edge January 2015 - Present
Santander Bank, N.A. April 2011 - January 2015
Citizens Bank/RBS N.A. May 2007 - September 2008
Crown Mortgage Corp July 2005 - May 2007
Advanced Financial Services April 2002 - May 2005
Skills
Mortgage Lending, Loans, Referrals, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, FHA Financing, Retail Banking, Reverse Mortgages, Construction Loans, Government Loans, USDA, FHA financing, VA loans, Commercial Lending, Credit Analysis, Banking, Finance, Investment Properties
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Business Administration, 3.74 GPA
Evelyn Chiang's Merrill Edge Experience February 2002 - Present
Job Director @ Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2002 - Present
Ameriprise Financial Advisors March 2000 - December 2001
Sprint Nextel 1999 - 2001
Skills
Retirement Planning, Series 7, Uniform Combined State..., Securities, Retirement, FINRA, Equities, Financial Advisory, Financial Services, Investment Advisory, Relationship Management, Banking, IRAs, 401k, Investment Strategies, Fixed Income, 401k Rollovers, Bloomberg, Investment Management, Series 24, Portfolio Management, Investments, Mutual Funds, Wealth Management, Asset Allocation, Fixed Annuities, Series 63
Education
University of North Florida - College of Business Administration 1996 — 2000
BBA, Marketing and Management
Merrill Edge February 2002 - Present
Ameriprise Financial Advisors March 2000 - December 2001
Sprint Nextel 1999 - 2001
Skills
Retirement Planning, Series 7, Uniform Combined State..., Securities, Retirement, FINRA, Equities, Financial Advisory, Financial Services, Investment Advisory, Relationship Management, Banking, IRAs, 401k, Investment Strategies, Fixed Income, 401k Rollovers, Bloomberg, Investment Management, Series 24, Portfolio Management, Investments, Mutual Funds, Wealth Management, Asset Allocation, Fixed Annuities, Series 63
Education
University of North Florida - College of Business Administration 1996 — 2000
BBA, Marketing and Management
Joshua Jerger's Merrill Edge Experience April 2013 - Present
Job FSA at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2013 - Present
Verizon Wireless November 2010 - April 2013
Sprint by E Systems Mgmt May 2010 - October 2010
Sprint September 2004 - February 2010
Go Wireless January 2001 - May 2003
Skills
Series 7, series 66
Education
University of Phoenix 2002 — 2004
BS, Business Managment
Merrill Edge April 2013 - Present
Verizon Wireless November 2010 - April 2013
Sprint by E Systems Mgmt May 2010 - October 2010
Sprint September 2004 - February 2010
Go Wireless January 2001 - May 2003
Skills
Series 7, series 66
Education
University of Phoenix 2002 — 2004
BS, Business Managment
Alex Faerman's Merrill Edge Experience April 2004 - Present
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2004 - Present
Skills
Series 7, Asset Management, Investments, Financial Planning, Series 66, Series 9, Series 10, Series 55, Certified Financial..., Uniform Combined State..., Strategic Financial..., Asset Managment, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Retirement Planning, Series 63, Wealth Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Finance, Porfolio management
Merrill Edge April 2004 - Present
Skills
Series 7, Asset Management, Investments, Financial Planning, Series 66, Series 9, Series 10, Series 55, Certified Financial..., Uniform Combined State..., Strategic Financial..., Asset Managment, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Retirement Planning, Series 63, Wealth Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Finance, Porfolio management
Justin Furstenburg's Merrill Edge Experience August 2014 - Present
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Lynch May 2010 - Present
Merrill Lynch September 2006 - May 2010
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies
Education
University of Pittsburgh 1999 — 2004
Merrill Edge August 2014 - Present
Merrill Lynch May 2010 - Present
Merrill Lynch September 2006 - May 2010
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies
Education
University of Pittsburgh 1999 — 2004
Chris Mendes's Merrill Edge Experience August 2011 - December 2013
Job Financial Consultant
Industry Financial Services
Experience
ETrade December 2013 - Present
Merrill Edge August 2011 - December 2013
John Hancock Financial Network June 2009 - March 2010
AXA Advisor January 2008 - March 2009
Laidlaw & Co March 2005 - December 2007
Martin Auctions March 2004 - February 2005
Skills
Investments, Retirement Planning, Finance, Series 7, Mutual Funds, Wealth Management, Securities, Life Insurance, Market Research, Strategic Financial..., Account Management, Portfolio Management, Sales, Customer Service
Education
University of San Francisco 1999 — 2003
BS, International Business
ETrade December 2013 - Present
Merrill Edge August 2011 - December 2013
John Hancock Financial Network June 2009 - March 2010
AXA Advisor January 2008 - March 2009
Laidlaw & Co March 2005 - December 2007
Martin Auctions March 2004 - February 2005
Skills
Investments, Retirement Planning, Finance, Series 7, Mutual Funds, Wealth Management, Securities, Life Insurance, Market Research, Strategic Financial..., Account Management, Portfolio Management, Sales, Customer Service
Education
University of San Francisco 1999 — 2003
BS, International Business
Christopher Lally's Merrill Edge Experience November 2012 - July 2014
Job Financial Advisor, Vice President at SANTANDER INVESTMENT SECURITIES
Industry Financial Services
Experience
SANTANDER INVESTMENT SECURITIES July 2014 - Present
Merrill Edge November 2012 - July 2014
Merrill Lynch June 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
sanofi-aventis 2005 - 2008
King Pharmaceuticals 2003 - 2005
inVentiv Health 2002 - 2003
Solvay Pharmaceuticals 1992 - 2002
Skills
Pharmaceutical Industry, Managed Care, Diabetes, Gastroenterology, Rheumatology, Sales, Sales Management, Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Financial Services, Fixed Annuities, Life Insurance, Investment Strategies, Insurance, Finance, Leadership, Investments, Sales Effectiveness, Product Launch
Education
University of Illinois at Urbana-Champaign
BA, Economics, International Economics
SANTANDER INVESTMENT SECURITIES July 2014 - Present
Merrill Edge November 2012 - July 2014
Merrill Lynch June 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
sanofi-aventis 2005 - 2008
King Pharmaceuticals 2003 - 2005
inVentiv Health 2002 - 2003
Solvay Pharmaceuticals 1992 - 2002
Skills
Pharmaceutical Industry, Managed Care, Diabetes, Gastroenterology, Rheumatology, Sales, Sales Management, Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Financial Services, Fixed Annuities, Life Insurance, Investment Strategies, Insurance, Finance, Leadership, Investments, Sales Effectiveness, Product Launch
Education
University of Illinois at Urbana-Champaign
BA, Economics, International Economics
Deborah Naylor's Merrill Edge Experience December 2014 - July 2015
Job AVP, Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Merrill Edge December 2014 - July 2015
Merrill Lynch November 2013 - December 2014
Citizens Bank September 2009 - November 2013
Webster Bank May 2009 - September 2009
Banc of America Investments November 2006 - April 2009
Various Commercial Banks May 1993 - November 2006
TD Banknorth 2003 - 2006
Skills
Banking, Loans, Wealth Management, Investments, Commercial Banking, Financial Services, Commercial Lending, Credit, Portfolio Management, Retail Banking, Consumer Lending, Relationship Management, Series 7, Mortgage Lending
Education
University of Rhode Island 1990 — 1994
BA, Economics, HR Management
Morgan Stanley July 2015 - Present
Merrill Edge December 2014 - July 2015
Merrill Lynch November 2013 - December 2014
Citizens Bank September 2009 - November 2013
Webster Bank May 2009 - September 2009
Banc of America Investments November 2006 - April 2009
Various Commercial Banks May 1993 - November 2006
TD Banknorth 2003 - 2006
Skills
Banking, Loans, Wealth Management, Investments, Commercial Banking, Financial Services, Commercial Lending, Credit, Portfolio Management, Retail Banking, Consumer Lending, Relationship Management, Series 7, Mortgage Lending
Education
University of Rhode Island 1990 — 1994
BA, Economics, HR Management
Pamela DeNofa Lopes's Merrill Edge Experience February 2015 - Present
Job Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2015 - Present
Merrill Edge July 2013 - 2015
Merrill Edge September 2012 - July 2013
Columbia Management June 2007 - September 2012
Bank of America January 2009 - January 2010
Bank of America January 2007 - June 2007
MetLife April 2005 - June 2006
Foxwoods Resort Casino May 1999 - June 2004
Skills
Series 9/10, Series 7, Series 63, Mutual Funds, Microsoft Excel, Customer Service, Investments, PowerPoint, Banking, Financial Services, Editing, Leadership, Nonprofits, Wealth Management, Fixed Annuities, Networking, Newsletters, Fixed Income, Asset Management, Microsoft Word, Series 6
Education
University of Rhode Island 1997 — 2009
BA, Communication Studies
Merrill Edge February 2015 - Present
Merrill Edge July 2013 - 2015
Merrill Edge September 2012 - July 2013
Columbia Management June 2007 - September 2012
Bank of America January 2009 - January 2010
Bank of America January 2007 - June 2007
MetLife April 2005 - June 2006
Foxwoods Resort Casino May 1999 - June 2004
Skills
Series 9/10, Series 7, Series 63, Mutual Funds, Microsoft Excel, Customer Service, Investments, PowerPoint, Banking, Financial Services, Editing, Leadership, Nonprofits, Wealth Management, Fixed Annuities, Networking, Newsletters, Fixed Income, Asset Management, Microsoft Word, Series 6
Education
University of Rhode Island 1997 — 2009
BA, Communication Studies
Andrew Simmons, CFP®, MBA's Merrill Edge Experience October 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
USAA February 2011 - September 2013
MetLife October 2010 - January 2011
Chase August 2009 - March 2010
Valic June 2008 - August 2009
Merrill Lynch June 2007 - April 2008
Charles Schwab June 2005 - May 2007
ING Funds 2004 - 2005
Skills
Equities, Fixed Income, Risk Management, Derivatives, Corporate Finance, Certified Financial..., Mutual Funds, Strategic Financial..., Portfolio Management, Strategy, Analysis, Asset Allocation, Mortgage Lending, Financial Advisory, Financial Services, Uniform Combined State..., Separately Managed..., Finance, Wealth Management, Wealth, Wealth Accumulation..., Investments, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Whole Life, Universal Life, Estate Planning, Retirement, Sales, Marketing, Networking, Insurance, Banking, Series 7, Securities, 401k, 403b, Sales Management, Series 63, Investment Advisory, Investment Strategies, Small Business, Series 65, IRAs, Pensions, Asset Management, Financial Planners, Financial Planning
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
University of Wisconsin-Green Bay 1986 — 1990
BS, Business Administration
Ashwaubenon High School 1982 — 1986
Diploma, General Studies
Merrill Edge October 2013 - Present
USAA February 2011 - September 2013
MetLife October 2010 - January 2011
Chase August 2009 - March 2010
Valic June 2008 - August 2009
Merrill Lynch June 2007 - April 2008
Charles Schwab June 2005 - May 2007
ING Funds 2004 - 2005
Skills
Equities, Fixed Income, Risk Management, Derivatives, Corporate Finance, Certified Financial..., Mutual Funds, Strategic Financial..., Portfolio Management, Strategy, Analysis, Asset Allocation, Mortgage Lending, Financial Advisory, Financial Services, Uniform Combined State..., Separately Managed..., Finance, Wealth Management, Wealth, Wealth Accumulation..., Investments, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Whole Life, Universal Life, Estate Planning, Retirement, Sales, Marketing, Networking, Insurance, Banking, Series 7, Securities, 401k, 403b, Sales Management, Series 63, Investment Advisory, Investment Strategies, Small Business, Series 65, IRAs, Pensions, Asset Management, Financial Planners, Financial Planning
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
University of Wisconsin-Green Bay 1986 — 1990
BS, Business Administration
Ashwaubenon High School 1982 — 1986
Diploma, General Studies
Jeffrey Langlois's Merrill Edge Experience June 2013 - Present
Job TRADE ELEVATION SPECIALIST at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2013 - Present
Merrill Edge March 2012 - June 2013
Merrill Edge (thru Aerotek Staffing) October 2011 - February 2012
Merrill Edge (thru Aerotek Staffing) January 2010 - July 2011
Strategic Financial Group April 2007 - December 2009
Smith Barney September 2007 - December 2007
Tax Rite January 2005 - April 2007
Bank RI May 2006 - January 2007
Greenwood Credit Union June 2005 - August 2005
Skills
Financial Analysis, Investments, Accounting, Financial Reporting, Finance, Series 7, Insurance, Series 66, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelors, Finance
Merrill Edge June 2013 - Present
Merrill Edge March 2012 - June 2013
Merrill Edge (thru Aerotek Staffing) October 2011 - February 2012
Merrill Edge (thru Aerotek Staffing) January 2010 - July 2011
Strategic Financial Group April 2007 - December 2009
Smith Barney September 2007 - December 2007
Tax Rite January 2005 - April 2007
Bank RI May 2006 - January 2007
Greenwood Credit Union June 2005 - August 2005
Skills
Financial Analysis, Investments, Accounting, Financial Reporting, Finance, Series 7, Insurance, Series 66, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelors, Finance
Jim Furlow's Merrill Edge Experience May 2012 - Present
Job Strategic Programs Manager Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2012 - Present
Merrill Lynch June 2008 - May 2012
Merrill Lynch June 2005 - June 2008
Private Bank of Bank of America May 2002 - June 2005
Education
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Business Administration - Finance
Merrill Edge May 2012 - Present
Merrill Lynch June 2008 - May 2012
Merrill Lynch June 2005 - June 2008
Private Bank of Bank of America May 2002 - June 2005
Education
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Business Administration - Finance
Zachary Stevenson's Merrill Edge Experience April 2015 - Present
Job Client Experience & Metrics Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Bank of America / Merrill Lynch June 2010 - March 2015
Merrill Lynch January 2008 - May 2010
Merrill Lynch May 2006 - January 2008
University of Northern Colorado 2004 - 2006
Skills
Series 7, FINRA, Financial Services, Risk Management, Customer Service, Microsoft Excel, Management
Education
University of Northern Colorado 2001 — 2006
Bachelor of Science, Business Administration; Marketing
Merrill Edge April 2015 - Present
Bank of America / Merrill Lynch June 2010 - March 2015
Merrill Lynch January 2008 - May 2010
Merrill Lynch May 2006 - January 2008
University of Northern Colorado 2004 - 2006
Skills
Series 7, FINRA, Financial Services, Risk Management, Customer Service, Microsoft Excel, Management
Education
University of Northern Colorado 2001 — 2006
Bachelor of Science, Business Administration; Marketing
Breanne Meaney's Merrill Edge Experience April 2014 - August 2014
Job Prospect Development Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Merrill Edge April 2014 - August 2014
Merrill Edge June 2013 - April 2014
Merrill Edge January 2013 - June 2013
Merrill Edge April 2012 - January 2013
Merrill Edge February 2011 - April 2012
Wachovia, A Wells Fargo Company June 2010 - February 2011
Northwestern Mutual December 2009 - May 2010
Agency One Insurance Group March 2006 - August 2008
Skills
Management, Finance, Training, Time Management, Financial Analysis, Team Leadership, Analysis, Series 7, PowerPoint, Insurance, Portfolio Management, Customer Service, Sales, Uniform Combined State..., Siebel, Mutual Funds, Investments, Microsoft Excel, Call Centers, Series 66, SSRS, Banking, Securities, Retirement Planning, Series 9/10, Microsoft Office, Microsoft Word, FINRA, Financial Services
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science
Charles Schwab September 2014 - Present
Merrill Edge April 2014 - August 2014
Merrill Edge June 2013 - April 2014
Merrill Edge January 2013 - June 2013
Merrill Edge April 2012 - January 2013
Merrill Edge February 2011 - April 2012
Wachovia, A Wells Fargo Company June 2010 - February 2011
Northwestern Mutual December 2009 - May 2010
Agency One Insurance Group March 2006 - August 2008
Skills
Management, Finance, Training, Time Management, Financial Analysis, Team Leadership, Analysis, Series 7, PowerPoint, Insurance, Portfolio Management, Customer Service, Sales, Uniform Combined State..., Siebel, Mutual Funds, Investments, Microsoft Excel, Call Centers, Series 66, SSRS, Banking, Securities, Retirement Planning, Series 9/10, Microsoft Office, Microsoft Word, FINRA, Financial Services
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science
Balaji Dhandapani's Merrill Edge Experience August 2014 - July 2015
Job MSG Product Specialist Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Edge August 2014 - July 2015
Merrill Edge January 2014 - August 2014
Merrill Edge January 2011 - December 2013
Bank of America April 2010 - January 2011
Skills
Series 10, Series 9, Series 7, Series 66, Financial Services, Credit, Credit Analysis, Relationship Management, Loans, Finance, Banking, Financial Analysis, Financial Risk, Strategic Financial..., Valuation, Risk Management, Financial Modeling, Mortgage Banking, Loan Origination, Stocks, Retail Banking, Equities, Asset Allocation, Fixed Annuities, Investment Advisory, Commercial Banking, Securities, Retirement Planning, Bloomberg, Financial Markets, Capital Markets, Bonds, Asset Management, Bloomberg Terminal, Investment Strategies, Retirement, Insurance, Uniform Combined State..., Investment Banking, Corporate Finance, Private Banking, Derivatives, Mortgage Lending, Cash Management, 401k, Financial Advisory, Trading, Leadership, Customer Service, Management
Education
University of Georgia - Terry College of Business 2006 — 2008
B.B.A., Finance
Merrill Lynch August 2015 - Present
Merrill Edge August 2014 - July 2015
Merrill Edge January 2014 - August 2014
Merrill Edge January 2011 - December 2013
Bank of America April 2010 - January 2011
Skills
Series 10, Series 9, Series 7, Series 66, Financial Services, Credit, Credit Analysis, Relationship Management, Loans, Finance, Banking, Financial Analysis, Financial Risk, Strategic Financial..., Valuation, Risk Management, Financial Modeling, Mortgage Banking, Loan Origination, Stocks, Retail Banking, Equities, Asset Allocation, Fixed Annuities, Investment Advisory, Commercial Banking, Securities, Retirement Planning, Bloomberg, Financial Markets, Capital Markets, Bonds, Asset Management, Bloomberg Terminal, Investment Strategies, Retirement, Insurance, Uniform Combined State..., Investment Banking, Corporate Finance, Private Banking, Derivatives, Mortgage Lending, Cash Management, 401k, Financial Advisory, Trading, Leadership, Customer Service, Management
Education
University of Georgia - Terry College of Business 2006 — 2008
B.B.A., Finance
Shaun Loy's Merrill Edge Experience August 2013 - Present
Job Sr. Operations Rep, Merrill Edge
Industry Investment Management
Experience
Merrill Edge August 2013 - Present
Education
University of Phoenix 2010 — 2012
Bachelors of Science, Business - Accounting
Merrill Edge August 2013 - Present
Education
University of Phoenix 2010 — 2012
Bachelors of Science, Business - Accounting
Kyle Stanutz's Merrill Edge Experience October 2014 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Merrill Edge September 2013 - October 2014
Fidelity Investments February 2011 - September 2013
Skills
Sales, Investment Advisory, Asset Allocation, Series 7, Strategic Financial..., Series 65, Series 63
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Finance
Western Illinois University
Merrill Edge October 2014 - Present
Merrill Edge September 2013 - October 2014
Fidelity Investments February 2011 - September 2013
Skills
Sales, Investment Advisory, Asset Allocation, Series 7, Strategic Financial..., Series 65, Series 63
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Finance
Western Illinois University
Don Bickel's Merrill Edge Experience June 2010 - October 2011
Job Field Marketing Executive at Bank of America
Industry Banking
Experience
Bank of America May 2013 - Present
Merrill Lynch October 2011 - May 2013
Bank of America Merrill Lynch February 1992 - November 2011
Merrill Edge June 2010 - October 2011
Bank of America December 2009 - December 2010
Skills
Series 7, Series 63, Wealth Management, Loans, Retail Banking, Mortgage Lending, Credit, Banking, Investments, Financial Services, Relationship Management, Asset Managment, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1991
Business Administration, Marketing and Finance
Bank of America May 2013 - Present
Merrill Lynch October 2011 - May 2013
Bank of America Merrill Lynch February 1992 - November 2011
Merrill Edge June 2010 - October 2011
Bank of America December 2009 - December 2010
Skills
Series 7, Series 63, Wealth Management, Loans, Retail Banking, Mortgage Lending, Credit, Banking, Investments, Financial Services, Relationship Management, Asset Managment, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1991
Business Administration, Marketing and Finance
Mathew Tong, CFP®'s Merrill Edge Experience April 2011 - May 2014
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2014 - Present
Merrill Lynch October 2013 - May 2014
Merrill Edge April 2011 - May 2014
Bank of America September 2002 - July 2007
Education
University of Oregon 1996 — 1999
B.A., Communication Sciences and Disorders, General
JPMorgan Chase Bank, N.A. May 2014 - Present
Merrill Lynch October 2013 - May 2014
Merrill Edge April 2011 - May 2014
Bank of America September 2002 - July 2007
Education
University of Oregon 1996 — 1999
B.A., Communication Sciences and Disorders, General
Brent Matern's Merrill Edge Experience February 2015 - Present
Job Financial Solutions Advisor, Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2015 - Present
Bank of America November 2011 - Present
Merit Mortgage Services, Inc. August 2000 - May 2011
Community Home Loans January 1998 - July 2000
Skills
Management, Leadership, Program Management, Training, Account Management, Sales, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Strategy, Loans, Finance
Education
University of Southern California 1988 — 1991
Bachelors, Business Administration
Merrill Edge February 2015 - Present
Bank of America November 2011 - Present
Merit Mortgage Services, Inc. August 2000 - May 2011
Community Home Loans January 1998 - July 2000
Skills
Management, Leadership, Program Management, Training, Account Management, Sales, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Strategy, Loans, Finance
Education
University of Southern California 1988 — 1991
Bachelors, Business Administration
Horacio Miranda's Merrill Edge Experience August 2014 - Present
Job Premium Elite Relationship Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge September 2012 - May 2014
On Campus Sports Network February 2012 - April 2013
Nebraska Department of Justice - Attorney General’s Office, Consumer Protection Division March 2012 - August 2012
Pine Cove Christian Camps May 2011 - August 2011
Promosynthesis 2011 - 2011
William H. Thompson Learning Community 2009 - 2011
Skills
Spanish, Public Speaking, Social Media Marketing, Social Networking, Writing, Marketing Communications, Event Management, Analytics, Event Planning, Mathematics, Business Ethics, Legal Ethics, Organizational Culture, Spanish Translation, Culture Building, Organizational...
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor, Specialized in Communication Studies, Business Administration, and Mathematics
Merrill Edge August 2014 - Present
Merrill Edge September 2012 - May 2014
On Campus Sports Network February 2012 - April 2013
Nebraska Department of Justice - Attorney General’s Office, Consumer Protection Division March 2012 - August 2012
Pine Cove Christian Camps May 2011 - August 2011
Promosynthesis 2011 - 2011
William H. Thompson Learning Community 2009 - 2011
Skills
Spanish, Public Speaking, Social Media Marketing, Social Networking, Writing, Marketing Communications, Event Management, Analytics, Event Planning, Mathematics, Business Ethics, Legal Ethics, Organizational Culture, Spanish Translation, Culture Building, Organizational...
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor, Specialized in Communication Studies, Business Administration, and Mathematics
Dave Steinbeck's Merrill Edge Experience February 2014 - October 2014
Job Experienced Financial Services professional with call center, management, and customer service experience.
Industry Financial Services
Experience
WiseBanyan December 2014 - Present
Merrill Edge February 2014 - October 2014
Gemini Fund Services October 2012 - January 2014
TD Ameritrade June 2008 - September 2012
TD Ameritrade February 2012 - July 2012
TD Ameritrade April 2007 - June 2008
TD Ameritrade June 2006 - April 2007
Gap Inc. August 2006 - October 2006
TD Ameritrade October 2005 - June 2006
Ameritrade January 2005 - September 2005
Skills
Series 24, Series 7, Series 66, Financial Services, Mutual Funds, Coaching, Operations Management, Customer Service, Securities, Microsoft Office, Back Office, Quality Control, IRAs, Training
Education
University of Nebraska at Omaha 1999 — 2004
Bachelor of Arts (B.A.), Psychology
University of Nebraska at Omaha 1999 — 2004
Minor, Art History
WiseBanyan December 2014 - Present
Merrill Edge February 2014 - October 2014
Gemini Fund Services October 2012 - January 2014
TD Ameritrade June 2008 - September 2012
TD Ameritrade February 2012 - July 2012
TD Ameritrade April 2007 - June 2008
TD Ameritrade June 2006 - April 2007
Gap Inc. August 2006 - October 2006
TD Ameritrade October 2005 - June 2006
Ameritrade January 2005 - September 2005
Skills
Series 24, Series 7, Series 66, Financial Services, Mutual Funds, Coaching, Operations Management, Customer Service, Securities, Microsoft Office, Back Office, Quality Control, IRAs, Training
Education
University of Nebraska at Omaha 1999 — 2004
Bachelor of Arts (B.A.), Psychology
University of Nebraska at Omaha 1999 — 2004
Minor, Art History
Christopher Sarris's Merrill Edge Experience November 2014 - Present
Job Investment consultant
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
Fidelity Investments June 2013 - November 2014
Bank of America April 2011 - May 2013
Skills
Series 7, Series 63, Notary Public, Sales, Customer Service, 529 Plans, Leadership, Microsoft Office, Microsoft Word, Strategic Planning
Education
University of North Florida 2004 — 2009
Bachelor of Arts (BA)
Merrill Edge November 2014 - Present
Fidelity Investments June 2013 - November 2014
Bank of America April 2011 - May 2013
Skills
Series 7, Series 63, Notary Public, Sales, Customer Service, 529 Plans, Leadership, Microsoft Office, Microsoft Word, Strategic Planning
Education
University of North Florida 2004 — 2009
Bachelor of Arts (BA)
Michelle D'Alessio's Merrill Edge Experience October 2014 - Present
Job Dreams change all the time.. Only thing to do is to change the future
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Bath & Body Works November 2008 - October 2014
Education
University of North Florida 2008 — 2012
Bachelors, Business Administration and Management, General
Merrill Edge October 2014 - Present
Bath & Body Works November 2008 - October 2014
Education
University of North Florida 2008 — 2012
Bachelors, Business Administration and Management, General
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
CIBC Wood Gundy
Lloyds Banking Group