Merrill Lynch Retirement Group
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Merrill Lynch Retirement Group Employees
UBS Wealth Management Americas August 2012 - Present
Merrill Edge February 2009 - August 2012
Merrill Lynch December 2008 - August 2011
Merrill Lynch February 2006 - December 2008
Merrill Lynch Retirement Group 2006 - 2007
McKinsey & Company 2002 - 2006
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, Business
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance, Entrepreneurial Management
Mizuho Capital Markets Corporation July 2009 - Present
Merrill Lynch Retirement Group June 2004 - June 2008
Merrill Lynch Europe, Middle East February 2003 - May 2004
Merrill Lynch Institutional Services Group November 2002 - February 2003
Merrill Lynch Japan Securities July 1998 - November 2002
Merrill Lynch Pierce, Fenner & Smith April 1995 - June 1998
Merrill Lynch International April 1992 - March 1995
Merrill Lynch April 1991 - March 1992
Merrill Lynch April 1989 - March 1991
McGraw-Hill May 1987 - April 1989
Skills
Divestitures, Restructuring, Turn Around Management, PeopleSoft, Business Case, Integration, Internal Controls, FASB, Acquisition Integration, SEC filings, M&A experience, Mergers, Financial Modeling, Valuation, Capital Structure, Sarbanes-Oxley Act, Accounting, Forecasting, Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Management Consulting, Internal Audit, Equities, Auditing, Investment Banking, Derivatives, Portfolio Management, Financial Services, Strategy, Executive Management, Investments, Securities
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Graduated "with Distinction"
Michigan State University - The Eli Broad College of Business 1979 — 1984
BA, Accounting, (HRI) Management
Voya Financial 2012 - Present
Merrill Lynch 2008 - 2011
Merrill Lynch Retirement Group 2000 - 2008
Merrill Lynch 1993 - 1999
Skills
CRPC, Product Management, Business Relationship..., Financial Management, Investment Advisory, Retirement, College Savings Plans, Wealth Management, Business Strategy, Series 7, Managerial Finance, Financial Services, Program Management, Alternative Investments, Investments, Mutual Funds, Asset Management
Education
Penn State University
BS, Finance
Rutgers, The State University of New Jersey-New Brunswick
MBA
Independence Blue Cross March 2014 - Present
Merrill Lynch Retirement Group January 2007 - March 2014
The Vanguard Group February 2004 - November 2007
BISYS Retirement Services February 2002 - February 2004
GSI Commerce, Inc September 2000 - February 2002
Skills
ERISA, Investments, Microsoft Office, Mutual Funds, Project Management, Retirement Planning, Analysis, Financial Advisory, Financial Services, Portfolio Management, 401k, Sales, Relationship Management
Education
Morgan State University 1995 — 2000
Bachelor, Marketing
Lower Merion High School 1991 — 1995
West Point Business Group January 2014 - Present
Great-West Retirement Services March 2004 - September 2013
Merrill Lynch Retirement Group June 1998 - May 2003
Skills
401k, Series 63, Profit Sharing, Defined Benefit, Series 7, Retirement, Defined Contribution, Pensions, Mutual Funds, ERISA, Retirement Planning, Investments, Asset Allocation, Wealth Management, Financial Services
Education
University of Florida 1994 — 1998
ADP June 2015 - Present
Merrill Lynch January 2012 - June 2015
Merrill Lynch January 2010 - January 2012
Merrill Lynch Retirement Group August 2007 - January 2010
Merrill Lynch March 2003 - August 2007
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Asset Allocation, Financial Services, Equities, Portfolio Management, Securities, Investment Advisory, Alternative Investments
Education
Temple University - Fox School of Business and Management 1993 — 1998
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Capital Strategies Investment Group LLC June 2003 - Present
Merrill Lynch Retirement Group 1991 - 2003
Merrill Lynch Private Client Group September 1985 - May 1991
American Express June 1981 - September 1985
Skills
Retirement Planning, 401k, Financial Services, Securities, Strategic Planning, Equities, Investment Management, Investments, Asset Management, Investment Advisory, Investment Strategies, Marketing, Mergers, Product Management, Retirement, Alternative Investments, Mergers & Acquisitions, Private Equity, Asset Allocation, Mutual Funds, Portfolio Management, Asset Managment, Wealth Management, Fixed Income, Retirement Plan..., Defined Benefit, ERISA, Hedge Funds, Pensions
Education
Boston College 1977 — 1981
B.A., Economics
New York University 1981 — 1983
Professional Program in Business Certificate, Finance
Transamerica Retirement Solutions September 2009 - Present
The Hartford March 2008 - October 2008
Merrill Lynch Retirement Group July 2005 - March 2008
Amvescap Retirement, Inc. November 1998 - July 2005
Aon Consulting May 1990 - October 1998
Skills
401k, Retirement Planning, Series 7, Retirement, Investments, Financial Advisory, Financial Analysis, Securities, Series 63, Defined Contribution, FINRA, Mutual Funds, Profit Sharing, Relationship Building, Church Events
Education
University of North Carolina at Greensboro 1985 — 1989
BS, Management and Marketing
iShares July 2013 - Present
BlackRock July 2011 - July 2013
BlackRock Investments August 2010 - June 2011
TD Wealth Management September 2009 - August 2010
Merrill Lynch December 2006 - September 2009
Merrill Lynch Investment Managers/BlackRock April 2006 - December 2006
Merrill Lynch Retirement Group January 2004 - April 2006
Safeco October 2002 - January 2004
TD Waterhouse May 1999 - October 2002
Skills
Finance, Financial Analysis, Analysis, Investments, Fixed Income, Mutual Funds, Asset Management, Management, Alternative Investments, Credit
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2009
Masters of Business Administration, Finance
University of North Carolina at Charlotte - Belk College of Business 1994 — 1997
BS Business Administration, Finance/Financial Management
Merrill Lynch October 2002 - Present
Merrill Lynch Retirement Group November 1996 - October 2002
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Series 7, Series 63, 401k, Estate Planning, Wealth Management, Uniform Combined State..., Financial Analysis, Investment Advisory, Financial Modeling, Asset Allocation, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Employee Benefits, Equities, Finance, Financial Advisory, Financial Markets, Financial Planning, Financial Services, Fixed Income, Management, Options, Portfolio Management, Securities
Education
St. Francis University 1983 — 1987
BS, Business Management
Tallahassee Community College
CFP Designee, Certified Financial Planner
Newport Capital Group February 2015 - Present
Independent Consultant June 2013 - February 2015
ING Investment Management November 2007 - June 2013
Merrill Lynch Retirement Group July 2005 - November 2007
Merrill Lynch Retirement Group March 2003 - July 2005
Merrill Lynch Retirement Group January 2001 - March 2003
Merrill Lynch Retirement Group June 1996 - January 2001
Skills
Investments, Asset Allocation, Pensions, 401k, Defined Benefit, Investment Strategies, Asset Managment, Retirement Plan..., Product Management, Product Development, Series 7, Series 63, Series 24, Asset Management, Alternative Investments, Structured Products, Portfolio Management, Derivatives, Mutual Funds, Capital Markets, Fixed Income, Investment Management, Relationship Management, Retirement, Equities
Education
Muhlenberg College 1980 — 1984
BA, Business, Accounting
Barrack, Rodos & Bacine - Attorneys at Law June 2013 - Present
Bank of America / Merrill Lynch January 2007 - August 2012
Merrill Lynch Global Private Client April 2005 - January 2007
Merrill Lynch Retirement Group October 1996 - April 2005
Merrill Lynch Individual Financial Services April 1994 - October 1996
Merrill Lynch Bank & Trust Com July 1990 - April 1994
MLPF&S Accounting July 1987 - July 1990
Commonwealth Federal Savings Bank July 1986 - July 1987
PJSC "Deloitte & Touche USC" September 1983 - July 1986
Skills
Financial Analysis, Forecasting, Finance, Accounting, Budgets, Financial Reporting, Financial Modeling, Auditing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1983
Master of Business Administration, Professional Accounting