Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Alexandra Malinina Alexandra Malinina's Merrill Lynch Experience January 2011 - February 2014
Job Admin. Manager at Plodimex USA Inc
Industry Financial Services
Experience
Plodimex USA Inc February 2014 - Present
Merrill Lynch January 2011 - February 2014
Bank of America Merrill Lynch April 2008 - February 2014
Skills
Series 7, Series 66, Series 9/10, Fixed Income, Equities, Investments, Securities, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds, Financial Services, Valuation, Investment Banking, Financial Markets, Private Equity, Due Diligence, Analysis, Wealth Management, Uniform Combined State..., Microsoft Office, Bloomberg Terminal, Reuters, QuickBooks
Education
Indiana University Bloomington 2004 — 2007
Bachelor of Arts and Science, Business Administration and Management, General
Universidad de Granada
Minor, Spanish
Plodimex USA Inc February 2014 - Present
Merrill Lynch January 2011 - February 2014
Bank of America Merrill Lynch April 2008 - February 2014
Skills
Series 7, Series 66, Series 9/10, Fixed Income, Equities, Investments, Securities, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds, Financial Services, Valuation, Investment Banking, Financial Markets, Private Equity, Due Diligence, Analysis, Wealth Management, Uniform Combined State..., Microsoft Office, Bloomberg Terminal, Reuters, QuickBooks
Education
Indiana University Bloomington 2004 — 2007
Bachelor of Arts and Science, Business Administration and Management, General
Universidad de Granada
Minor, Spanish
David D. Paola David D. Paola's Merrill Lynch Experience April 1984 - Present
Job Senior Vice PresidentInvestments
Industry Financial Services
Experience
Merrill Lynch April 1984 - Present
Skills
Asset Allocation, Retirement Planning, Team Building, Equities, Customer Service, Leadership, Credit, New Business Development, Finance, Marketing, Marketing Strategy, Financial advisor, Risk management, Financial planning
Education
Indiana University of Pennsylvania
Merrill Lynch April 1984 - Present
Skills
Asset Allocation, Retirement Planning, Team Building, Equities, Customer Service, Leadership, Credit, New Business Development, Finance, Marketing, Marketing Strategy, Financial advisor, Risk management, Financial planning
Education
Indiana University of Pennsylvania
Peter Hekl Peter Hekl's Merrill Lynch Experience December 2012 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Tournour & Rubenstein, Esqs. September 2011 - December 2012
Mashel Law, LLC September 2011 - April 2012
Superior Court of New Jersey September 2010 - August 2011
Skills
Financial Services, Investment Strategies, Financial Advisory, Client Counseling, Legal Research, Investment Advisory, Courts, Legal Compliance, Legal Advice, Legal Writing, Legal Assistance, Series 7, Securities Regulation, Mediation, Family Law, Employment Law, Civil Litigation, Westlaw, Public Sector, Trials, Arbitration, Litigation
Education
Indiana University School of Law—Bloomington 2007 — 2010
Doctor of Law (JD), Law
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
Bachelor of Arts (B.A.), Criminal Justice
WWP South
Merrill Lynch December 2012 - Present
Tournour & Rubenstein, Esqs. September 2011 - December 2012
Mashel Law, LLC September 2011 - April 2012
Superior Court of New Jersey September 2010 - August 2011
Skills
Financial Services, Investment Strategies, Financial Advisory, Client Counseling, Legal Research, Investment Advisory, Courts, Legal Compliance, Legal Advice, Legal Writing, Legal Assistance, Series 7, Securities Regulation, Mediation, Family Law, Employment Law, Civil Litigation, Westlaw, Public Sector, Trials, Arbitration, Litigation
Education
Indiana University School of Law—Bloomington 2007 — 2010
Doctor of Law (JD), Law
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
Bachelor of Arts (B.A.), Criminal Justice
WWP South
Thomas Wertz Thomas Wertz's Merrill Lynch Experience July 1991 - Present
Job Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1991 - Present
Skills
Series 7, Uniform Combined State..., Strategic Financial..., Insurance, Wealth Management, Asset Allocation, Retirement Planning, Equities, Retirement
Education
Indiana University of Pennsylvania 1986 — 1991
Bachelor of Science (B.S.), Finance
Merrill Lynch July 1991 - Present
Skills
Series 7, Uniform Combined State..., Strategic Financial..., Insurance, Wealth Management, Asset Allocation, Retirement Planning, Equities, Retirement
Education
Indiana University of Pennsylvania 1986 — 1991
Bachelor of Science (B.S.), Finance
Andrew Lux Andrew Lux's Merrill Lynch Experience May 2011 - August 2011
Job Associate Project Manager at Sunquest Information Systems
Industry Computer Software
Experience
Sunquest Information Systems December 2013 - Present
Epic August 2012 - July 2013
Merrill Lynch May 2011 - August 2011
Indiana Department of Motor Vehicles May 2010 - August 2010
Indiana Golf Association - Indiana PGA February 2009 - August 2009
Skills
Epic Resolute..., Resolute Hospital..., ADT, Epic Prelude, Revenue Cycle, Epic Systems, Healthcare Information..., Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Program Management, EMR
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts (B.A.), Economics
Sunquest Information Systems December 2013 - Present
Epic August 2012 - July 2013
Merrill Lynch May 2011 - August 2011
Indiana Department of Motor Vehicles May 2010 - August 2010
Indiana Golf Association - Indiana PGA February 2009 - August 2009
Skills
Epic Resolute..., Resolute Hospital..., ADT, Epic Prelude, Revenue Cycle, Epic Systems, Healthcare Information..., Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Program Management, EMR
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts (B.A.), Economics
Laura McPhail's Merrill Lynch Experience 2004 - 2009
Job at Exchange Place Partners
Industry Financial Services
Experience
Exchange Place Partners 2009 - Present
Merrill Lynch 2004 - 2009
Whitehead Mann 2001 - 2004
Heidrick & Struggles 1999 - 2001
Ward Howell International 1997 - 1999
Education
Indiana University Bloomington 1993 — 1997
Business
Maastricht University
Exchange Place Partners 2009 - Present
Merrill Lynch 2004 - 2009
Whitehead Mann 2001 - 2004
Heidrick & Struggles 1999 - 2001
Ward Howell International 1997 - 1999
Education
Indiana University Bloomington 1993 — 1997
Business
Maastricht University
Pasha Dubinski's Merrill Lynch Experience December 2013 - May 2014
Job IConnect Specialist at IU Health
Industry Hospital & Health Care
Experience
Indiana University Health June 2014 - Present
Best Buy September 2010 - Present
Merrill Lynch December 2013 - May 2014
St.Vincent Hospital June 2013 - August 2013
Skills
Microsoft Office, Multilingual..., Computer Maintenance, Public Speaking, Healthcare Management, Sales, Networking, Customer Service, Data Entry, Medical Terminology, Access, Salesforce.com, PowerPoint, Critical Thinking, Outlook, Data Analysis, Microsoft Excel, Microsoft Word, Healthcare Information..., Leadership
Education
Indiana University-Purdue University at Indianapolis 2009 — 2013
Bachelor of Science (BS), Health Services Management
Carmel High School 2005 — 2009
Academic Honors
Indiana University Health June 2014 - Present
Best Buy September 2010 - Present
Merrill Lynch December 2013 - May 2014
St.Vincent Hospital June 2013 - August 2013
Skills
Microsoft Office, Multilingual..., Computer Maintenance, Public Speaking, Healthcare Management, Sales, Networking, Customer Service, Data Entry, Medical Terminology, Access, Salesforce.com, PowerPoint, Critical Thinking, Outlook, Data Analysis, Microsoft Excel, Microsoft Word, Healthcare Information..., Leadership
Education
Indiana University-Purdue University at Indianapolis 2009 — 2013
Bachelor of Science (BS), Health Services Management
Carmel High School 2005 — 2009
Academic Honors
Dan Holton's Merrill Lynch Experience March 2005 - March 2008
Job District Manager; IAR, AIF
Industry Financial Services
Experience
The Prudent Expert, LLC May 2015 - Present
Xerox February 2010 - April 2015
Merrill Lynch March 2005 - March 2008
Fifth Third Bank May 2002 - March 2005
Skills
Continuous Improvement, Cold Calling, Sales Process, Salesforce.com, Account Management, Direct Sales, Enterprise Software, Leadership, Microsoft Office, New Business Development, Professional Services, SaaS, Sales Management, Sales Presentations, Solution Selling, Team Building
Education
Indiana University-Purdue University at Indianapolis 2002 — 2003
Bacherlor of Arts, Political Science
University of Kentucky 1999 — 2002
Political Science
Bishop Chatard High School 1995 — 1999
The Prudent Expert, LLC May 2015 - Present
Xerox February 2010 - April 2015
Merrill Lynch March 2005 - March 2008
Fifth Third Bank May 2002 - March 2005
Skills
Continuous Improvement, Cold Calling, Sales Process, Salesforce.com, Account Management, Direct Sales, Enterprise Software, Leadership, Microsoft Office, New Business Development, Professional Services, SaaS, Sales Management, Sales Presentations, Solution Selling, Team Building
Education
Indiana University-Purdue University at Indianapolis 2002 — 2003
Bacherlor of Arts, Political Science
University of Kentucky 1999 — 2002
Political Science
Bishop Chatard High School 1995 — 1999
Soumen Deb Soumen Deb's Merrill Lynch Experience January 2010 - March 2011
Job QA Manager at BofA ML
Industry Computer Software
Experience
Bank of America Merrill Lynch August 2013 - February 2015
Travelers April 2013 - August 2013
Nomura April 2011 - February 2013
Merrill Lynch January 2010 - March 2011
Bridgewater Associates March 2009 - June 2010
Morgan Stanley July 2007 - December 2008
Skills
Agile Methodologies, Test Automation, Software Quality..., Test Planning, Testing, Quality Center, SQL, SDLC, Quality Assurance, Software Project..., Java, XML, Requirements Analysis, Manual Testing, Microsoft SQL Server, Regression Testing, User Acceptance Testing
Education
Jadavpur University
Bachelor's degree, Mechanical Engineering
Indira Gandhi National Open University
Master of Computer Applications (MCA)
Julian Day School
Bank of America Merrill Lynch August 2013 - February 2015
Travelers April 2013 - August 2013
Nomura April 2011 - February 2013
Merrill Lynch January 2010 - March 2011
Bridgewater Associates March 2009 - June 2010
Morgan Stanley July 2007 - December 2008
Skills
Agile Methodologies, Test Automation, Software Quality..., Test Planning, Testing, Quality Center, SQL, SDLC, Quality Assurance, Software Project..., Java, XML, Requirements Analysis, Manual Testing, Microsoft SQL Server, Regression Testing, User Acceptance Testing
Education
Jadavpur University
Bachelor's degree, Mechanical Engineering
Indira Gandhi National Open University
Master of Computer Applications (MCA)
Julian Day School
Brian Rubin's Merrill Lynch Experience February 2006 - October 2014
Job UBS Wealth Management Advisor, Vice President, CIMA
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Merrill Lynch February 2006 - October 2014
Morgan Stanley June 2002 - February 2006
Skills
Series 7, Wealth Management, Retirement Planning, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Separately Managed..., Cash Management, Wealth Management..., High Net Worth..., Options, Loans, Mortgage Lending
Education
Indiana University Bloomington 1998 — 2002
Bachelor's degree, Finance
UBS Wealth Management October 2014 - Present
Merrill Lynch February 2006 - October 2014
Morgan Stanley June 2002 - February 2006
Skills
Series 7, Wealth Management, Retirement Planning, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Separately Managed..., Cash Management, Wealth Management..., High Net Worth..., Options, Loans, Mortgage Lending
Education
Indiana University Bloomington 1998 — 2002
Bachelor's degree, Finance
Elise Gelwicks's Merrill Lynch Experience May 2012 - July 2012
Job Customer Business Partner at KimberlyClark
Industry Consumer Goods
Experience
Kimberly-Clark March 2015 - Present
Kimberly-Clark July 2014 - Present
Strategic Internship Consulting June 2012 - June 2014
Target May 2013 - August 2013
Indiana University Hillel May 2011 - January 2013
DNA Diagnostics Center June 2012 - August 2012
Merrill Lynch May 2012 - July 2012
Mayerson Marketing and Public Relations June 2011 - August 2011
Skills
Social Media, Public Speaking, Marketing, Marketing Strategy, Social Media Marketing, Financial Analysis, Event Planning, Strategic Planning, Business Strategy, Research, Analytics, Executive Coaching, Start-ups, Internal Communications, Performance Management, Analysis
Education
Indiana University Bloomington 2010 — 2014
Business, Marketing, History
Sycamore High School 2006 — 2010
Kimberly-Clark March 2015 - Present
Kimberly-Clark July 2014 - Present
Strategic Internship Consulting June 2012 - June 2014
Target May 2013 - August 2013
Indiana University Hillel May 2011 - January 2013
DNA Diagnostics Center June 2012 - August 2012
Merrill Lynch May 2012 - July 2012
Mayerson Marketing and Public Relations June 2011 - August 2011
Skills
Social Media, Public Speaking, Marketing, Marketing Strategy, Social Media Marketing, Financial Analysis, Event Planning, Strategic Planning, Business Strategy, Research, Analytics, Executive Coaching, Start-ups, Internal Communications, Performance Management, Analysis
Education
Indiana University Bloomington 2010 — 2014
Business, Marketing, History
Sycamore High School 2006 — 2010
Angela Russo Angela Russo's Merrill Lynch Experience 2005 - 2013
Job Senior Managing Consultant at IBM
Industry Financial Services
Experience
IBM 2013 - Present
Merrill Lynch 2005 - 2013
Merrill Lynch 2005 - 2010
BearingPoint 2005 - 2005
Deutsche Bank March 2001 - 2005
Skills
Analysis, Business Analysis, Finance, Investment Banking, IT Strategy, Oracle, Management, SDLC, Risk Management, Project Planning, Financial Services, Banking, Project Management, Vendor Management, PMO, Business Process..., Project Portfolio..., Business Process, Requirements Analysis, Requirements Gathering, Strategy, Business Intelligence, Essbase, Change Management, Wealth Management
Education
Indiana University of Pennsylvania 1996 — 2001
Percussion Performance, Management Information Systems, Business Systems Technology
IBM 2013 - Present
Merrill Lynch 2005 - 2013
Merrill Lynch 2005 - 2010
BearingPoint 2005 - 2005
Deutsche Bank March 2001 - 2005
Skills
Analysis, Business Analysis, Finance, Investment Banking, IT Strategy, Oracle, Management, SDLC, Risk Management, Project Planning, Financial Services, Banking, Project Management, Vendor Management, PMO, Business Process..., Project Portfolio..., Business Process, Requirements Analysis, Requirements Gathering, Strategy, Business Intelligence, Essbase, Change Management, Wealth Management
Education
Indiana University of Pennsylvania 1996 — 2001
Percussion Performance, Management Information Systems, Business Systems Technology
Benoît-Carl Coulombe's Merrill Lynch Experience July 2004 - March 2006
Job Consultant, Egon Zehnder
Industry Management Consulting
Experience
Egon Zehnder April 2006 - Present
Merrill Lynch July 2004 - March 2006
Linklaters 2001 - 2003
Ogilvy Renault 1996 - 2000
Education
INSEAD 2003 — 2004
MBA
University of Ottawa 1994 — 1997
LL.L., Civil law
Egon Zehnder April 2006 - Present
Merrill Lynch July 2004 - March 2006
Linklaters 2001 - 2003
Ogilvy Renault 1996 - 2000
Education
INSEAD 2003 — 2004
MBA
University of Ottawa 1994 — 1997
LL.L., Civil law
Jason White, J.D., A.A.M.S., C.P.W.A's Merrill Lynch Experience January 2007 - March 2009
Job ►ESTATE PLANNING/ELDER LAW ATTORNEY AND PRIVATE WEALTH ADVISOR◄
Industry Financial Services
Experience
Dickmann Reason Bogigian & White March 2015 - Present
Greenfield Banking Company March 2009 - March 2015
Merrill Lynch January 2007 - March 2009
Edward Jones February 2000 - November 2006
Skills
Estate Planning, Retirement, Investments, Retirement Planning, 401k Rollovers, IRAs, Wealth Management..., Insurance, Investment Advisory, Wealth Management, Wealth, Wealth Accumulation, Securities, Life Insurance, College Savings Plans, Strategic Financial..., Investment Management, Training, Financial Advisory, Finance, Financial Planning, Banking
Education
Indiana University School of Law - Indianapolis 1997 — 1999
J.D., Law
Indiana University Bloomington 1993 — 1996
B.S. Kinesiology, Sport Marketing & Management
Greenfield Central 1988 — 1992
College Prep
Dickmann Reason Bogigian & White March 2015 - Present
Greenfield Banking Company March 2009 - March 2015
Merrill Lynch January 2007 - March 2009
Edward Jones February 2000 - November 2006
Skills
Estate Planning, Retirement, Investments, Retirement Planning, 401k Rollovers, IRAs, Wealth Management..., Insurance, Investment Advisory, Wealth Management, Wealth, Wealth Accumulation, Securities, Life Insurance, College Savings Plans, Strategic Financial..., Investment Management, Training, Financial Advisory, Finance, Financial Planning, Banking
Education
Indiana University School of Law - Indianapolis 1997 — 1999
J.D., Law
Indiana University Bloomington 1993 — 1996
B.S. Kinesiology, Sport Marketing & Management
Greenfield Central 1988 — 1992
College Prep
Jason Dillingham's Merrill Lynch Experience April 2006 - June 2007
Job Business Consultant at Humana
Industry Insurance
Experience
Humana July 2007 - Present
Merrill Lynch April 2006 - June 2007
Office of the Comptroller of the Currency January 2005 - April 2006
Skills
Financial Analysis, Strategic Financial..., Project Management, Public Policy, Politics, Finance, Business Analysis
Education
Indiana University-Southeast 2009 — 2011
Master of Business Administration (M.B.A.)
University of Louisville 2000 — 2004
Bachelor's Degree, Finance, General, Cum Laude
Humana July 2007 - Present
Merrill Lynch April 2006 - June 2007
Office of the Comptroller of the Currency January 2005 - April 2006
Skills
Financial Analysis, Strategic Financial..., Project Management, Public Policy, Politics, Finance, Business Analysis
Education
Indiana University-Southeast 2009 — 2011
Master of Business Administration (M.B.A.)
University of Louisville 2000 — 2004
Bachelor's Degree, Finance, General, Cum Laude
John Pannozzo's Merrill Lynch Experience December 2006 - March 2008
Job Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management June 2014 - Present
New York Life / MainStay Investments April 2008 - May 2014
Merrill Lynch December 2006 - March 2008
Atlanta Falcons Football Organization May 2006 - October 2006
Skills
Financial Planning, Investments, Asset Management, Series 7, Series 66
Education
Indiana University Bloomington 2002 — 2006
Bachelor's degree, Business Management
Poly Prep Country Day School 1998 — 2002
Columbia Management June 2014 - Present
New York Life / MainStay Investments April 2008 - May 2014
Merrill Lynch December 2006 - March 2008
Atlanta Falcons Football Organization May 2006 - October 2006
Skills
Financial Planning, Investments, Asset Management, Series 7, Series 66
Education
Indiana University Bloomington 2002 — 2006
Bachelor's degree, Business Management
Poly Prep Country Day School 1998 — 2002
Dan Mendelson's Merrill Lynch Experience July 2008 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Smith Barney October 1997 - July 2008
Skills
Strategic Financial..., Retirement Planning, Series 7, Portfolio Management, Series 63, Investments, Wealth Management, Alternative Investments, Strategy, Management, Investment Advisory, Securities, Mutual Funds, Investment Strategies, Asset Allocation, Financial Planning
Education
Indiana University Bloomington 1987 — 1990
BS, Business Finance
Merrill Lynch July 2008 - Present
Smith Barney October 1997 - July 2008
Skills
Strategic Financial..., Retirement Planning, Series 7, Portfolio Management, Series 63, Investments, Wealth Management, Alternative Investments, Strategy, Management, Investment Advisory, Securities, Mutual Funds, Investment Strategies, Asset Allocation, Financial Planning
Education
Indiana University Bloomington 1987 — 1990
BS, Business Finance
Stephanie Halliday Stephanie Halliday's Merrill Lynch Experience December 2006 - August 2008
Job Sales Service Representative at CertainTeed Corporation
Industry Financial Services
Experience
CertainTeed Corporation, a Subsidiary of Saint-Gobain August 2015 - Present
Pall Corporation October 2010 - July 2015
Vanguard September 2008 - July 2010
Merrill Lynch December 2006 - August 2008
Skills
CRM, Sales Management, Microsoft Excel, Sales, Process Improvement, Customer Service, Account Management, Business Development, Sales Operations, New Business Development, Product Development, Salesforce.com, Team Building, Contract Negotiation, Cross-functional Team...
Education
Saint Joseph's University 2008 — 2010
Master of Science, Criminal Justice, 3.70
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Arts, Economics, Minors in Pre-Law and Criminology, 3.80
CertainTeed Corporation, a Subsidiary of Saint-Gobain August 2015 - Present
Pall Corporation October 2010 - July 2015
Vanguard September 2008 - July 2010
Merrill Lynch December 2006 - August 2008
Skills
CRM, Sales Management, Microsoft Excel, Sales, Process Improvement, Customer Service, Account Management, Business Development, Sales Operations, New Business Development, Product Development, Salesforce.com, Team Building, Contract Negotiation, Cross-functional Team...
Education
Saint Joseph's University 2008 — 2010
Master of Science, Criminal Justice, 3.70
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Arts, Economics, Minors in Pre-Law and Criminology, 3.80
Kate Shannon Kate Shannon's Merrill Lynch Experience January 2009 - Present
Job Assistant Vice President at Merrill Lynch/Bank of America
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Smith Barney, a Division of Citigroup December 2005 - January 2009
Evenium, Inc. July 2003 - December 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Series 7
Education
Indiana University-Purdue University at Indianapolis 1999 — 2007
M.A., Philanthropic Studies
University of Minnesota-Twin Cities 1994 — 1999
B.A., Cultural Studies & Comparative Literature
Merrill Lynch January 2009 - Present
Smith Barney, a Division of Citigroup December 2005 - January 2009
Evenium, Inc. July 2003 - December 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Series 7
Education
Indiana University-Purdue University at Indianapolis 1999 — 2007
M.A., Philanthropic Studies
University of Minnesota-Twin Cities 1994 — 1999
B.A., Cultural Studies & Comparative Literature
Peter Shoemaker's Merrill Lynch Experience August 2012 - December 2012
Job Cost Planning Specialist at Toyoda Gosei
Industry Financial Services
Experience
Toyoda Gosei August 2013 - Present
1st Source Bank August 2011 - Present
Merrill Lynch August 2012 - December 2012
1st Source Bank May 2012 - August 2012
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2013
Bachelor of Science in Business, Finance
Toyoda Gosei August 2013 - Present
1st Source Bank August 2011 - Present
Merrill Lynch August 2012 - December 2012
1st Source Bank May 2012 - August 2012
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2013
Bachelor of Science in Business, Finance
Erik Rosencrans's Merrill Lynch Experience May 2013 - August 2013
Job Indiana University Entrepreneurship & Corporate Innovation Major Kelley School of Business
Industry Financial Services
Experience
The South Barrington Club May 2011 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Organization, Leadership, Empathy, Creative, Online Social Networking, Work Ethic, Tennis, Facebook, Time Management, Integrity, Team-oriented, Result Oriented, Future Trends, Teamwork
Education
Indiana University Bloomington 2013 — 2017
Business
The South Barrington Club May 2011 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Organization, Leadership, Empathy, Creative, Online Social Networking, Work Ethic, Tennis, Facebook, Time Management, Integrity, Team-oriented, Result Oriented, Future Trends, Teamwork
Education
Indiana University Bloomington 2013 — 2017
Business
Diana Nyman's Merrill Lynch Experience January 2000 - January 2003
Job Financial Advisor, Chartered Retirement Plans Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2010 - Present
Compass Financial Advisors January 2003 - September 2010
Merrill Lynch January 2000 - January 2003
Skills
Retirement, Retirement Planning, Estate Investment..., Employer Sponsored...
Education
Indiana University Bloomington 1994 — 1997
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Winona State University
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Wells Fargo Advisors, LLC September 2010 - Present
Compass Financial Advisors January 2003 - September 2010
Merrill Lynch January 2000 - January 2003
Skills
Retirement, Retirement Planning, Estate Investment..., Employer Sponsored...
Education
Indiana University Bloomington 1994 — 1997
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Winona State University
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Frank Ennis's Merrill Lynch Experience July 1987 - July 1988
Job Real Estate Broker at Ennis,Moore & Associates, Inc.
Industry Real Estate
Experience
Ennis,Moore & Associates, Inc. July 1995 - Present
Leisure Time Entertainment September 1988 - July 1995
Merrill Lynch July 1987 - July 1988
Skills
Public Speaking, Customer Service, Negotiation, Coaching, Strategic Planning
Education
Indiana University-Northwest 1988 — 1989
MBA, Business Administration
Valparaiso University 1979 — 1981
BA, Economics
Ennis,Moore & Associates, Inc. July 1995 - Present
Leisure Time Entertainment September 1988 - July 1995
Merrill Lynch July 1987 - July 1988
Skills
Public Speaking, Customer Service, Negotiation, Coaching, Strategic Planning
Education
Indiana University-Northwest 1988 — 1989
MBA, Business Administration
Valparaiso University 1979 — 1981
BA, Economics
Chris Nickoloff, AIF®'s Merrill Lynch Experience October 2007 - December 2011
Job Managing Director at Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial October 2014 - Present
Millennial Advisory Group, LLC January 2012 - September 2014
Merrill Lynch October 2007 - December 2011
Northwestern Mutual February 2004 - October 2007
Skills
Retirement Planning, Retirement Plan..., Investments, Finance, Retirement, 401k, Fixed Annuities, Mutual Funds, Estate Planning, Series 7, Employee Benefits, Wealth Management
Education
Indiana University Bloomington 1996 — 2000
Sheridan Road Financial October 2014 - Present
Millennial Advisory Group, LLC January 2012 - September 2014
Merrill Lynch October 2007 - December 2011
Northwestern Mutual February 2004 - October 2007
Skills
Retirement Planning, Retirement Plan..., Investments, Finance, Retirement, 401k, Fixed Annuities, Mutual Funds, Estate Planning, Series 7, Employee Benefits, Wealth Management
Education
Indiana University Bloomington 1996 — 2000
Dave Karandos's Merrill Lynch Experience August 1989 - May 2001
Job Senior Vice President, Financial Advisor at DLG Wealth Managment
Industry Financial Services
Experience
DLG Wealth Managment February 2014 - Present
Dinosaur Securities, LLC July 2013 - Present
Private Client Advisors, LLC May 2012 - January 2014
UNITED CAPITAL FUNDING, LLC October 2013 - December 2013
GVC Mortgage, Inc. June 2013 - October 2013
Cross Country Mortgage June 2012 - June 2013
Morgan Stanley February 2008 - February 2012
UBS May 2002 - February 2008
Merrill Lynch August 1989 - May 2001
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Options, Series 7, Loans, Private Equity, Wealth Management, Series 63, Credit, Investment Advisory, Uniform Combined State..., Investment Strategies, Banking, Alternative Investments, Separately Managed..., Series 65, Mutual Funds, Risk Management, Equities, Insurance, Investments, Wealth Management..., Finance, Mortgage Lending, Wealth, Securities, Asset Management, Retirement, Wealth Accumulation, 401k, Portfolio Management, Fixed Annuities, Financial Services, FINRA, Hedge Funds, Life Insurance, Long-term Care, Employee Benefits, Trading, Valuation, Term Life Insurance, Capital Markets, 401k Rollovers, Residential Mortgages, Bonds, IRAs, Cash Management, ETFs
Education
Indiana University Bloomington 1977 — 1981
Business, Management, Marketing, and Related Support Services
Warren Central High School 1974 — 1977
Business, Management, Marketing, and Related Support Services
DLG Wealth Managment February 2014 - Present
Dinosaur Securities, LLC July 2013 - Present
Private Client Advisors, LLC May 2012 - January 2014
UNITED CAPITAL FUNDING, LLC October 2013 - December 2013
GVC Mortgage, Inc. June 2013 - October 2013
Cross Country Mortgage June 2012 - June 2013
Morgan Stanley February 2008 - February 2012
UBS May 2002 - February 2008
Merrill Lynch August 1989 - May 2001
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Options, Series 7, Loans, Private Equity, Wealth Management, Series 63, Credit, Investment Advisory, Uniform Combined State..., Investment Strategies, Banking, Alternative Investments, Separately Managed..., Series 65, Mutual Funds, Risk Management, Equities, Insurance, Investments, Wealth Management..., Finance, Mortgage Lending, Wealth, Securities, Asset Management, Retirement, Wealth Accumulation, 401k, Portfolio Management, Fixed Annuities, Financial Services, FINRA, Hedge Funds, Life Insurance, Long-term Care, Employee Benefits, Trading, Valuation, Term Life Insurance, Capital Markets, 401k Rollovers, Residential Mortgages, Bonds, IRAs, Cash Management, ETFs
Education
Indiana University Bloomington 1977 — 1981
Business, Management, Marketing, and Related Support Services
Warren Central High School 1974 — 1977
Business, Management, Marketing, and Related Support Services
Jacqueline Heller Jacqueline Heller's Merrill Lynch Experience November 2013 - Present
Job Vice President, Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Bank of America 2012 - Present
Xavier University September 2011 - December 2013
Huntington National Bank October 2010 - September 2011
Merchants Bank & Trust February 2009 - September 2010
U.S. Bank May 2008 - October 2008
Fifth Third Bank April 1998 - May 2008
Skills
Commercial Banking, Banking, Credit, Credit Analysis, Loans, Wealth Management, Project Management, Microsoft Excel, Team Leadership, New Business Development, Microsoft Word, Project Planning, Underwriting, Analysis, Leadership, Portfolio Management, CRM, Commercial Lending, Sales, Risk Management, Financial Risk, Finance, Business Strategy, Training, Financial Analysis, Relationship Management, Customer Service, Business Analysis, Time Management, Credit Cards, Process Improvement, Insurance, Cash Management
Education
Xavier University 2011 — 2013
Master of Business Administration (MBA), Business Intelligence
Indiana Wesleyan University
BSBA, Business with a concentration in criminology
Merrill Lynch November 2013 - Present
Bank of America 2012 - Present
Xavier University September 2011 - December 2013
Huntington National Bank October 2010 - September 2011
Merchants Bank & Trust February 2009 - September 2010
U.S. Bank May 2008 - October 2008
Fifth Third Bank April 1998 - May 2008
Skills
Commercial Banking, Banking, Credit, Credit Analysis, Loans, Wealth Management, Project Management, Microsoft Excel, Team Leadership, New Business Development, Microsoft Word, Project Planning, Underwriting, Analysis, Leadership, Portfolio Management, CRM, Commercial Lending, Sales, Risk Management, Financial Risk, Finance, Business Strategy, Training, Financial Analysis, Relationship Management, Customer Service, Business Analysis, Time Management, Credit Cards, Process Improvement, Insurance, Cash Management
Education
Xavier University 2011 — 2013
Master of Business Administration (MBA), Business Intelligence
Indiana Wesleyan University
BSBA, Business with a concentration in criminology
Parker Blackwell's Merrill Lynch Experience March 2006 - December 2008
Job Value Assurance Practice leader at Cummins Inc.
Industry Automotive
Experience
Cummins Inc. March 2014 - Present
Cummins Inc. October 2011 - Present
Recursion Software January 2011 - September 2011
Ascend Marketing April 2009 - January 2011
Merrill Lynch March 2006 - December 2008
Fujitsu Network Communications April 2003 - June 2004
Fujitsu Network Communications March 2001 - April 2003
NetworkTwo Communications August 1999 - November 2000
Verizon December 1996 - August 1999
Verizon May 1996 - December 1996
Skills
Product Management, Account Management, Business Analysis, Business Development, Business Process..., Business Strategy, CRM, Change Management, Cloud Computing, Competitive Analysis, Cross-functional Team..., Enterprise Software, IT Strategy, Leadership, Management, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Mergers & Acquisitions, Networking, New Business Development, Pricing, Process Improvement, Product Development, Product Marketing, Program Management, Project Management, Requirements Analysis, SaaS, Sales, Software Development, Solution Selling, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Telecommunications, Vendor Management, Wireless
Education
Indiana University-Purdue University at Indianapolis 1984 — 1988
Bachelor of Science
Cummins Inc. March 2014 - Present
Cummins Inc. October 2011 - Present
Recursion Software January 2011 - September 2011
Ascend Marketing April 2009 - January 2011
Merrill Lynch March 2006 - December 2008
Fujitsu Network Communications April 2003 - June 2004
Fujitsu Network Communications March 2001 - April 2003
NetworkTwo Communications August 1999 - November 2000
Verizon December 1996 - August 1999
Verizon May 1996 - December 1996
Skills
Product Management, Account Management, Business Analysis, Business Development, Business Process..., Business Strategy, CRM, Change Management, Cloud Computing, Competitive Analysis, Cross-functional Team..., Enterprise Software, IT Strategy, Leadership, Management, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Mergers & Acquisitions, Networking, New Business Development, Pricing, Process Improvement, Product Development, Product Marketing, Program Management, Project Management, Requirements Analysis, SaaS, Sales, Software Development, Solution Selling, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Telecommunications, Vendor Management, Wireless
Education
Indiana University-Purdue University at Indianapolis 1984 — 1988
Bachelor of Science
Patrick Renaud, CPA, MBA's Merrill Lynch Experience 2001 - 2006
Job Director at Protiviti
Industry Financial Services
Experience
Protiviti August 2015 - Present
Bank of America October 2010 - August 2015
BlackRock 2006 - November 2010
Merrill Lynch 2001 - 2006
Summit Bancorp 1998 - 2001
CoreStates Financial Corporation 1996 - 1998
Skills
Internal Audit, Financial Risk, Risk Management, Sarbanes-Oxley Act, Financial Analysis, Auditing, Banking, Internal Controls, Operational Risk..., AML, Operational Risk, Financial Services, Accounting, Asset Management, Due Diligence, Investments, Finance, Securities, Cash Management, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Sarbanes-Oxley, Wealth Management, Credit Risk, Capital Markets, Enterprise Risk..., Financial Modeling, Fixed Income, Strategic Financial..., CPA, Member of AICPA
Education
Temple University - Fox School of Business and Management
MBA
Indiana University of Pennsylvania
Bachelor
Protiviti August 2015 - Present
Bank of America October 2010 - August 2015
BlackRock 2006 - November 2010
Merrill Lynch 2001 - 2006
Summit Bancorp 1998 - 2001
CoreStates Financial Corporation 1996 - 1998
Skills
Internal Audit, Financial Risk, Risk Management, Sarbanes-Oxley Act, Financial Analysis, Auditing, Banking, Internal Controls, Operational Risk..., AML, Operational Risk, Financial Services, Accounting, Asset Management, Due Diligence, Investments, Finance, Securities, Cash Management, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Sarbanes-Oxley, Wealth Management, Credit Risk, Capital Markets, Enterprise Risk..., Financial Modeling, Fixed Income, Strategic Financial..., CPA, Member of AICPA
Education
Temple University - Fox School of Business and Management
MBA
Indiana University of Pennsylvania
Bachelor
Douglas Boucher Douglas Boucher's Merrill Lynch Experience 2000 - 2004
Job Financial Consultant
Industry Banking
Experience
AlphaSights August 2014 - Present
Gerson Lehrman Group January 2014 - Present
Fifth Third Bank 2010 - January 2014
Class Systems, Inc. February 2009 - January 2011
Ocean Bank December 2004 - February 2009
Merrill Lynch 2000 - 2004
Bank of America 1996 - 2000
Skills
credit consultant, New Business Development, Commercial Banking, Treasury Management, Credit Analysis, Credit, Finance, Financial Analysis, Small Business Lending, Banking, Commercial Lending, Cash Flow Lending, Loans, Cross Selling, Lines Of Credit, Loan Origination, Asset Based Lending, Consumer Lending, Underwriting, Portfolio Management, Credit Risk, Cash Management, Deposits, Retail Banking, SBA, Relationship Management
Education
Indiana University-Purdue University at Indianapolis
BS, Management
University of Oklahoma
Graduate School of Commercial Lending
University of Wisconsin-Madison
Graduat School of Banking-3 yrs
AlphaSights August 2014 - Present
Gerson Lehrman Group January 2014 - Present
Fifth Third Bank 2010 - January 2014
Class Systems, Inc. February 2009 - January 2011
Ocean Bank December 2004 - February 2009
Merrill Lynch 2000 - 2004
Bank of America 1996 - 2000
Skills
credit consultant, New Business Development, Commercial Banking, Treasury Management, Credit Analysis, Credit, Finance, Financial Analysis, Small Business Lending, Banking, Commercial Lending, Cash Flow Lending, Loans, Cross Selling, Lines Of Credit, Loan Origination, Asset Based Lending, Consumer Lending, Underwriting, Portfolio Management, Credit Risk, Cash Management, Deposits, Retail Banking, SBA, Relationship Management
Education
Indiana University-Purdue University at Indianapolis
BS, Management
University of Oklahoma
Graduate School of Commercial Lending
University of Wisconsin-Madison
Graduat School of Banking-3 yrs
James Leda James Leda's Merrill Lynch Experience 2000 - 2009
Job Managing Director of Debt Restructuring at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. February 2009 - Present
Washington Mutual Inc. Liquidating Trust Advisory Board March 2012 - March 2013
Merrill Lynch 2000 - 2009
Price Waterhouse 1995 - 1999
Skills
Debt Restructuring, Fixed Income, Equities, Bloomberg, Capital Markets, Asset Management, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Private Equity, Fixed Income Analysis, Bonds, Structured Finance, High Yield, Investment Banking, Equity Research, Derivatives, Emerging Markets, Securities
Education
The University of Chicago 1999 — 2001
MBA, Analytical Finance
Stockholm School of Economics 2001 — 2001
International Business Program, Risk Management; International Accounting
Indiana University of Pennsylvania 1991 — 1995
BS, Finance and Accounting (Double Major)
PPM America, Inc. February 2009 - Present
Washington Mutual Inc. Liquidating Trust Advisory Board March 2012 - March 2013
Merrill Lynch 2000 - 2009
Price Waterhouse 1995 - 1999
Skills
Debt Restructuring, Fixed Income, Equities, Bloomberg, Capital Markets, Asset Management, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Private Equity, Fixed Income Analysis, Bonds, Structured Finance, High Yield, Investment Banking, Equity Research, Derivatives, Emerging Markets, Securities
Education
The University of Chicago 1999 — 2001
MBA, Analytical Finance
Stockholm School of Economics 2001 — 2001
International Business Program, Risk Management; International Accounting
Indiana University of Pennsylvania 1991 — 1995
BS, Finance and Accounting (Double Major)
Jennifer Berdell, CFP, CDFA Jennifer Berdell, CFP, CDFA's Merrill Lynch Experience January 2009 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Merrill Lynch January 2009 - Present
Wachovia Securities September 2005 - January 2009
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Series 65, Saving for Education, 401k Rollovers, Retirement, Investment Strategies, Financial Advisory, Investments, Strategic Financial..., Portfolio Management, IRAs, Wealth Management..., Alternative Investments
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science, Business Marketing
Merrill Lynch January 2009 - Present
Merrill Lynch January 2009 - Present
Wachovia Securities September 2005 - January 2009
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Series 65, Saving for Education, 401k Rollovers, Retirement, Investment Strategies, Financial Advisory, Investments, Strategic Financial..., Portfolio Management, IRAs, Wealth Management..., Alternative Investments
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science, Business Marketing
Kristin Heidenreich's Merrill Lynch Experience April 2007 - Present
Job Assistant Administrator at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Merrill Lynch April 2007 - Present
Skills
Microsoft Excel, Financial Analysis, Outlook, PowerPoint, Microsoft Office, Administrative..., Microsoft Word, Customer Service, Marketing, Insurance
Education
Indiana University—Purdue University Fort Wayne 1984 — 1989
Bachelor of Science in Elementary Education
Merrill Lynch April 2007 - Present
Merrill Lynch April 2007 - Present
Skills
Microsoft Excel, Financial Analysis, Outlook, PowerPoint, Microsoft Office, Administrative..., Microsoft Word, Customer Service, Marketing, Insurance
Education
Indiana University—Purdue University Fort Wayne 1984 — 1989
Bachelor of Science in Elementary Education
Andrew Truckenmiller's Merrill Lynch Experience May 2012 - August 2012
Job Rating Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's January 2015 - Present
Standard & Poor's June 2013 - January 2015
Merrill Lynch May 2012 - August 2012
Club Champion LLC May 2011 - August 2011
Dober Group Innovation and Technology Center May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, HTML, Research, Photoshop, Accounting, Access, Bloomberg Terminal, Microsoft Excel, Fixed Income, Sales
Education
Indiana University Bloomington 2008 — 2013
Bachelor of Science (BS), Public Financial Management
Standard & Poor's January 2015 - Present
Standard & Poor's June 2013 - January 2015
Merrill Lynch May 2012 - August 2012
Club Champion LLC May 2011 - August 2011
Dober Group Innovation and Technology Center May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, HTML, Research, Photoshop, Accounting, Access, Bloomberg Terminal, Microsoft Excel, Fixed Income, Sales
Education
Indiana University Bloomington 2008 — 2013
Bachelor of Science (BS), Public Financial Management
Anu Sonare's Merrill Lynch Experience April 2007 - March 2008
Job Independent Consultant
Industry Financial Services
Experience
Ericsson's iconectiv April 2014 - Present
HSBC NY April 2008 - April 2014
Merrill Lynch April 2007 - March 2008
Brown Brothers Harriman May 2006 - March 2007
Time Warner Cable February 2005 - April 2006
Skills
SQL, PL/SQL, Data Warehousing, Data Modeling, Microsoft SQL Server, SDLC, ITIL, Data Migration, T-SQL, Requirements Analysis, Business Analysis, Linux, Oracle Database...
Education
Indira Gandhi National Open University 2001 — 2004
Master of Computer Applications (MCA), Computer Science
Jai Hind College
Ericsson's iconectiv April 2014 - Present
HSBC NY April 2008 - April 2014
Merrill Lynch April 2007 - March 2008
Brown Brothers Harriman May 2006 - March 2007
Time Warner Cable February 2005 - April 2006
Skills
SQL, PL/SQL, Data Warehousing, Data Modeling, Microsoft SQL Server, SDLC, ITIL, Data Migration, T-SQL, Requirements Analysis, Business Analysis, Linux, Oracle Database...
Education
Indira Gandhi National Open University 2001 — 2004
Master of Computer Applications (MCA), Computer Science
Jai Hind College
Erik Rinehold Erik Rinehold's Merrill Lynch Experience December 2014 - Present
Job Wealth Management Advisory Desk Client Service Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Merrill Lynch May 2014 - August 2014
IUP SMIP January 2013 - May 2014
IUP Student Finance Association January 2013 - May 2014
Yardley Country Club August 2009 - August 2013
Skills
Finance, Management, Banking, Economics, Analysis, Public Speaking, Data Analysis, Fundraising, Research, Financial Analysis, PowerPoint, Time Management, Access
Education
Indiana University of Pennsylvania 2010 — 2014
Bachelor's degree, Finance, General
Merrill Lynch December 2014 - Present
Merrill Lynch May 2014 - August 2014
IUP SMIP January 2013 - May 2014
IUP Student Finance Association January 2013 - May 2014
Yardley Country Club August 2009 - August 2013
Skills
Finance, Management, Banking, Economics, Analysis, Public Speaking, Data Analysis, Fundraising, Research, Financial Analysis, PowerPoint, Time Management, Access
Education
Indiana University of Pennsylvania 2010 — 2014
Bachelor's degree, Finance, General
Gage Patchen Gage Patchen's Merrill Lynch Experience May 2011 - August 2011
Job Loan Workout Officer at First Commonwealth Bank
Industry Banking
Experience
First Commonwealth Bank June 2015 - Present
First Commonwealth Bank February 2012 - Present
Merrill Lynch May 2011 - August 2011
TJ Maxx April 2008 - August 2009
Skills
Credit Risk, Lines Of Credit, Retail Banking, Loans, Commercial Lending, Credit, Credit Analysis, Banking, Commercial Banking, Small Business Lending, Cross Selling, Loan Origination, Financial Risk, Cash Flow, Finance, Analysis, Portfolio Management, Underwriting, Cash Management, Consumer Lending, Treasury Management, Mortgage Lending
Education
Indiana University of Pennsylvania 2007 — 2011
Finance, General
Indiana University of Pennsylvania 2007 — 2011
Finance, General
First Commonwealth Bank June 2015 - Present
First Commonwealth Bank February 2012 - Present
Merrill Lynch May 2011 - August 2011
TJ Maxx April 2008 - August 2009
Skills
Credit Risk, Lines Of Credit, Retail Banking, Loans, Commercial Lending, Credit, Credit Analysis, Banking, Commercial Banking, Small Business Lending, Cross Selling, Loan Origination, Financial Risk, Cash Flow, Finance, Analysis, Portfolio Management, Underwriting, Cash Management, Consumer Lending, Treasury Management, Mortgage Lending
Education
Indiana University of Pennsylvania 2007 — 2011
Finance, General
Indiana University of Pennsylvania 2007 — 2011
Finance, General
Kirk Hunter Kirk Hunter's Merrill Lynch Experience June 1997 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 1997 - Present
CMG Worldwide June 1995 - May 1997
Skills
Wealth Management, Portfolio Management, Risk Management, Asset Allocation, Equities, Fixed Income, Series 7
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst Program
Indiana University Bloomington 1992 — 1996
Bachelor of Science (B.S.)
Merrill Lynch June 1997 - Present
CMG Worldwide June 1995 - May 1997
Skills
Wealth Management, Portfolio Management, Risk Management, Asset Allocation, Equities, Fixed Income, Series 7
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst Program
Indiana University Bloomington 1992 — 1996
Bachelor of Science (B.S.)
Jason Landers's Merrill Lynch Experience June 2002 - April 2009
Job CERTIFIED FINANCIAL PLANNER™ at BlueCreek Investment Partners, LLC
Industry Financial Services
Experience
BlueCreek Investment Partners, LLC April 2009 - Present
Merrill Lynch June 2002 - April 2009
Skills
Portfolio Management, Retirement Income..., College Savings Plans, Financial Planning, Retirement Planning, 401k, Investments, Estate Planning, Strategic Financial..., Retirement
Education
University of Alabama in Huntsville
BSBA, Management
Indiana University of Pennsylvania
BlueCreek Investment Partners, LLC April 2009 - Present
Merrill Lynch June 2002 - April 2009
Skills
Portfolio Management, Retirement Income..., College Savings Plans, Financial Planning, Retirement Planning, 401k, Investments, Estate Planning, Strategic Financial..., Retirement
Education
University of Alabama in Huntsville
BSBA, Management
Indiana University of Pennsylvania
Joe Lombardo, CRPC's Merrill Lynch Experience August 2006 - June 2012
Job Financial Advisor
Industry Financial Services
Experience
Janney Montgomery Scott June 2012 - Present
Merrill Lynch August 2006 - June 2012
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Fixed Annuities, Retirement, Strategic Financial..., Investments, 401k, ETFs, Portfolio Management, Financial Advisory, 401k Rollovers, Alternative Investments, Investment Strategies, CRPC, Variable Annuities, IRAs, Wealth Accumulation, Wealth, Term Life Insurance, Pensions, Financial Planners, Fixed Income, Loans, Uniform Combined State..., Estate Planning, Defined Benefit, Series 65, Series 63, Personal Finance, Relationship Management, Wealth Management..., Mortgage Lending, Long-term Care, Securities, Investment Management, Finance, Capital Markets, Financial Services, Series 6, Bonds, Insurance, Equities, Disability Insurance, Long Term Care Insurance, Life Insurance, Asset Management
Education
Indiana University of Pennsylvania 1996 — 2000
Union Area High School 1992 — 1996
High School
Janney Montgomery Scott June 2012 - Present
Merrill Lynch August 2006 - June 2012
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Fixed Annuities, Retirement, Strategic Financial..., Investments, 401k, ETFs, Portfolio Management, Financial Advisory, 401k Rollovers, Alternative Investments, Investment Strategies, CRPC, Variable Annuities, IRAs, Wealth Accumulation, Wealth, Term Life Insurance, Pensions, Financial Planners, Fixed Income, Loans, Uniform Combined State..., Estate Planning, Defined Benefit, Series 65, Series 63, Personal Finance, Relationship Management, Wealth Management..., Mortgage Lending, Long-term Care, Securities, Investment Management, Finance, Capital Markets, Financial Services, Series 6, Bonds, Insurance, Equities, Disability Insurance, Long Term Care Insurance, Life Insurance, Asset Management
Education
Indiana University of Pennsylvania 1996 — 2000
Union Area High School 1992 — 1996
High School
Michael J. Bradburn's Merrill Lynch Experience February 2000 - June 2005
Job Director at Fidelis Consulting LLC
Industry Investment Management
Experience
Fidelis Consulting LLC 2010 - Present
LifeShares LLC Life Settlement Investments October 2010 - August 2011
Merrill Lynch February 2000 - June 2005
Education
Muncie Northside High School 1980 — 1983
Diploma, Business
Ball State University
Indiana University Bloomington
Fidelis Consulting LLC 2010 - Present
LifeShares LLC Life Settlement Investments October 2010 - August 2011
Merrill Lynch February 2000 - June 2005
Education
Muncie Northside High School 1980 — 1983
Diploma, Business
Ball State University
Indiana University Bloomington
John Korcinsky John Korcinsky's Merrill Lynch Experience November 2002 - May 2004
Job Chief Financial Officer at Hudsun Media
Industry Entertainment
Experience
Hud:sun Media August 2013 - Present
Johannes Leonardo December 2011 - August 2013
Global Strategy Group May 2010 - August 2011
Bartle Bogle Hegarty LLC (BBH) September 2007 - October 2008
G2 Worldwide, Inc. (a WPP company) 2004 - 2007
Merrill Lynch November 2002 - May 2004
Gotham Broadband, Inc. January 2001 - May 2002
Avenue A Razorfish August 1999 - December 2000
Bristol-Myers Squibb April 1997 - August 1999
JWT April 1994 - June 1996
Skills
Financial Analysis, Forecasting, Financial Reporting, Budgets, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Strategy, Finance, Internal Controls, Managerial Finance, Strategic Planning, Strategic Financial..., Due Diligence, Mergers, Auditing, Revenue Recognition, Internal Audit, Corporate Finance, Strategy, Mergers & Acquisitions, Executive Management, Consolidation, US GAAP
Education
Indiana University of Pennsylvania
Bachelor of Science, Accounting
Hud:sun Media August 2013 - Present
Johannes Leonardo December 2011 - August 2013
Global Strategy Group May 2010 - August 2011
Bartle Bogle Hegarty LLC (BBH) September 2007 - October 2008
G2 Worldwide, Inc. (a WPP company) 2004 - 2007
Merrill Lynch November 2002 - May 2004
Gotham Broadband, Inc. January 2001 - May 2002
Avenue A Razorfish August 1999 - December 2000
Bristol-Myers Squibb April 1997 - August 1999
JWT April 1994 - June 1996
Skills
Financial Analysis, Forecasting, Financial Reporting, Budgets, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Strategy, Finance, Internal Controls, Managerial Finance, Strategic Planning, Strategic Financial..., Due Diligence, Mergers, Auditing, Revenue Recognition, Internal Audit, Corporate Finance, Strategy, Mergers & Acquisitions, Executive Management, Consolidation, US GAAP
Education
Indiana University of Pennsylvania
Bachelor of Science, Accounting
Arthur Rozema's Merrill Lynch Experience June 1995 - October 2004
Job Director of Private Wealth Management Compliance Support at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2013 - Present
Robert W. Baird & Co. October 2004 - August 2013
Merrill Lynch June 1995 - October 2004
Merrill Lynch May 1990 - May 1995
Skills
Marketing, Customer Service, Recruiting, Time Management, Series 7, Mutual Funds, Securities, Series 63, Investments, Equities, Wealth Management, Financial Services, FINRA, Investment Advisory, Leadership, Asset Allocation, Financial Planning, Insurance, Retirement Planning
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree, Accounting Minor Economincs and Political Science
Elkhart Central High School 1982 — 1986
High School Degree, College Prep
DALE CARNEGIE 16 WEEK PERSONAL DEVELOPMENT TRAINING
FINRA ARBITRATOR TRAINING
INSIGHTS PERSONALITY AND EMOTIONAL IQ TRAINING
PECOS RIVER LEADERSHIP TRAINING
Robert W. Baird & Co. September 2013 - Present
Robert W. Baird & Co. October 2004 - August 2013
Merrill Lynch June 1995 - October 2004
Merrill Lynch May 1990 - May 1995
Skills
Marketing, Customer Service, Recruiting, Time Management, Series 7, Mutual Funds, Securities, Series 63, Investments, Equities, Wealth Management, Financial Services, FINRA, Investment Advisory, Leadership, Asset Allocation, Financial Planning, Insurance, Retirement Planning
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree, Accounting Minor Economincs and Political Science
Elkhart Central High School 1982 — 1986
High School Degree, College Prep
DALE CARNEGIE 16 WEEK PERSONAL DEVELOPMENT TRAINING
FINRA ARBITRATOR TRAINING
INSIGHTS PERSONALITY AND EMOTIONAL IQ TRAINING
PECOS RIVER LEADERSHIP TRAINING
Sayward R. Elliott Sayward R. Elliott's Merrill Lynch Experience April 2015 - Present
Job Chief of Staff at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
MassMutual Pittsburgh September 2013 - March 2015
Laurelville Mennonite Church Center October 2012 - August 2013
Anglican Mission in the Americas December 2009 - January 2013
All Saints Church April 2002 - January 2013
VITAC November 2000 - April 2002
MARC USA 2000 - 2000
Skills
Recruiting, Building Relationships, Team Leadership, Strongly self-motivated, Multi Tasking, Department Budgeting, Administrative Functions, Public Speaking, Social Networking
Education
Indiana University of Pennsylvania 1996 — 2000
BS, Communication and Media Studies
Indiana University of Pennsylvania 1996 — 2000
Bachelor of Science, Communications and Media, Journalism
Quaker Valley High School
Merrill Lynch April 2015 - Present
MassMutual Pittsburgh September 2013 - March 2015
Laurelville Mennonite Church Center October 2012 - August 2013
Anglican Mission in the Americas December 2009 - January 2013
All Saints Church April 2002 - January 2013
VITAC November 2000 - April 2002
MARC USA 2000 - 2000
Skills
Recruiting, Building Relationships, Team Leadership, Strongly self-motivated, Multi Tasking, Department Budgeting, Administrative Functions, Public Speaking, Social Networking
Education
Indiana University of Pennsylvania 1996 — 2000
BS, Communication and Media Studies
Indiana University of Pennsylvania 1996 — 2000
Bachelor of Science, Communications and Media, Journalism
Quaker Valley High School
David J. Cover's Merrill Lynch Experience 2011 - 2014
Job Senior Vice President, Market Trust Director
Industry Financial Services
Experience
Penn State University 2013 - 2014
Merrill Lynch 2011 - 2014
Elizabethtown College 2013 - 2013
Franklin & Marshall College 2012 - 2013
The Center for Special Needs Trust Administration, Inc. 2010 - 2011
PeoplesBank, A Codorus Valley Company 2001 - 2010
Penn State University 2001 - 2006
Aris Wealth Services, Inc. 2000 - 2001
First Commonwealth Bank 1998 - 2000
S&T Bank 1993 - 1998
Skills
Financial Planning, Trust Services, Trust Management, Estate Planning, Portfolio Management, Wealth Management, Retirement, Special Needs Planning, Financial Planners, Financial Advisory, Investment Strategies, Finance, Banking, Investments, Mutual Funds, Trusts, Fixed Annuities, Leadership, Employee Benefits, Personal Finance, Disability Insurance, Asset Allocation, Retirement Planning, Tax, Asset Management, Securities, Investment Advisory
Education
The American College 2008 — 2012
Certificate, Financial Planning
Indiana University of Pennsylvania 1991 — 1997
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
Penn State University 2013 - 2014
Merrill Lynch 2011 - 2014
Elizabethtown College 2013 - 2013
Franklin & Marshall College 2012 - 2013
The Center for Special Needs Trust Administration, Inc. 2010 - 2011
PeoplesBank, A Codorus Valley Company 2001 - 2010
Penn State University 2001 - 2006
Aris Wealth Services, Inc. 2000 - 2001
First Commonwealth Bank 1998 - 2000
S&T Bank 1993 - 1998
Skills
Financial Planning, Trust Services, Trust Management, Estate Planning, Portfolio Management, Wealth Management, Retirement, Special Needs Planning, Financial Planners, Financial Advisory, Investment Strategies, Finance, Banking, Investments, Mutual Funds, Trusts, Fixed Annuities, Leadership, Employee Benefits, Personal Finance, Disability Insurance, Asset Allocation, Retirement Planning, Tax, Asset Management, Securities, Investment Advisory
Education
The American College 2008 — 2012
Certificate, Financial Planning
Indiana University of Pennsylvania 1991 — 1997
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
Mitch Helton, CPA, CFP(r), AAMS(r)'s Merrill Lynch Experience 1993 - 1994
Job Wealth Advisor at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company April 2011 - Present
BB&T July 2010 - June 2011
SunTrust 2004 - June 2010
Ernst & Young, LLP 1994 - 2004
Deloitte & Touche, LLP 1994 - 1996
Merrill Lynch 1993 - 1994
Crowe Chizek & Co. 1990 - 1993
Navy 1982 - 1986
Skills
Wealth Management, Strategic Financial..., Estate Planning, High Net Worth..., Asset Allocation, Wealth Management..., Estate Tax Planning, Investment Advisory, Asset Managment, Investments, Retirement Planning, Alternative Investments, Wealth, Finance, Asset Management, Equities, Financial Planners, Trust Services, Mutual Funds, Investment Strategies, Retirement, Financial Advisory, Private Banking, Securities, Financial Planning
Education
Indiana University-Northwest 1986 — 1990
BS, Accounting
The Northern Trust Company April 2011 - Present
BB&T July 2010 - June 2011
SunTrust 2004 - June 2010
Ernst & Young, LLP 1994 - 2004
Deloitte & Touche, LLP 1994 - 1996
Merrill Lynch 1993 - 1994
Crowe Chizek & Co. 1990 - 1993
Navy 1982 - 1986
Skills
Wealth Management, Strategic Financial..., Estate Planning, High Net Worth..., Asset Allocation, Wealth Management..., Estate Tax Planning, Investment Advisory, Asset Managment, Investments, Retirement Planning, Alternative Investments, Wealth, Finance, Asset Management, Equities, Financial Planners, Trust Services, Mutual Funds, Investment Strategies, Retirement, Financial Advisory, Private Banking, Securities, Financial Planning
Education
Indiana University-Northwest 1986 — 1990
BS, Accounting
Emily Barbe Emily Barbe's Merrill Lynch Experience August 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Indiana University Auditorium September 2011 - May 2012
Indiana University Auditorium August 2009 - May 2012
Merrill Lynch June 2011 - August 2011
Ohio Water Environment Association June 2010 - August 2010
Girl Scouts of Ohio's Heartland Camp Molly Lauman June 2009 - August 2009
Skills
Social Media, Event Planning, Facebook, Event Management, Management, Administrative..., Marketing, Spanish, Microsoft Office, Finance, Outlook, Outdoor Education, Outdoor Adventures, Research, Advertising, Data Analysis, Fundraising, PowerPoint, Nonprofits, Microsoft Excel, Social Networking, Access, Time Management, Microsoft Word, Leadership
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts, Spanish, Communication & Culture, International Studies
Pontificia Universidad Católica del Ecuador 2011 — 2011
Spanish Language and Literature
Merrill Lynch August 2012 - Present
Indiana University Auditorium September 2011 - May 2012
Indiana University Auditorium August 2009 - May 2012
Merrill Lynch June 2011 - August 2011
Ohio Water Environment Association June 2010 - August 2010
Girl Scouts of Ohio's Heartland Camp Molly Lauman June 2009 - August 2009
Skills
Social Media, Event Planning, Facebook, Event Management, Management, Administrative..., Marketing, Spanish, Microsoft Office, Finance, Outlook, Outdoor Education, Outdoor Adventures, Research, Advertising, Data Analysis, Fundraising, PowerPoint, Nonprofits, Microsoft Excel, Social Networking, Access, Time Management, Microsoft Word, Leadership
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts, Spanish, Communication & Culture, International Studies
Pontificia Universidad Católica del Ecuador 2011 — 2011
Spanish Language and Literature
Michelle Bryant's Merrill Lynch Experience August 1992 - March 1998
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates August 2005 - Present
McDonald Investments March 1998 - August 2005
Merrill Lynch August 1992 - March 1998
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Securities, Estate Planning, Wealth Management, Mutual Funds, Series 7, Managerial Finance, Project Planning, Strategic Financial...
Education
Indiana University South Bend
Raymond James & Associates August 2005 - Present
McDonald Investments March 1998 - August 2005
Merrill Lynch August 1992 - March 1998
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Securities, Estate Planning, Wealth Management, Mutual Funds, Series 7, Managerial Finance, Project Planning, Strategic Financial...
Education
Indiana University South Bend
Kelly Roberts's Merrill Lynch Experience July 1999 - June 2001
Job Senior VicePresident/Portfolio Manager, Roberts Nash Advisory Group at National Bank Financial
Industry Financial Services
Experience
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
Brittany Flaherty, CFA's Merrill Lynch Experience June 2010 - August 2010
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard January 2012 - July 2013
Vanguard January 2011 - February 2012
State Farm Insurance September 2009 - January 2011
Merrill Lynch June 2010 - August 2010
Education
Indiana University of Pennsylvania 2007 — 2010
B.S., Finance
North Penn 2004 — 2007
HIgh School Diploma
Vanguard February 2013 - Present
Vanguard January 2012 - July 2013
Vanguard January 2011 - February 2012
State Farm Insurance September 2009 - January 2011
Merrill Lynch June 2010 - August 2010
Education
Indiana University of Pennsylvania 2007 — 2010
B.S., Finance
North Penn 2004 — 2007
HIgh School Diploma
James Percifield's Merrill Lynch Experience 1994 - November 2008
Job Managing Director Investments, Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
UBS Wealth Management November 2008 - November 2014
Merrill Lynch 1994 - November 2008
Education
Indiana University-Northwest 1985 — 1989
BS, Accounting
Wells Fargo Advisors, LLC November 2014 - Present
UBS Wealth Management November 2008 - November 2014
Merrill Lynch 1994 - November 2008
Education
Indiana University-Northwest 1985 — 1989
BS, Accounting
Ashley Bell Ashley Bell's Merrill Lynch Experience May 2011 - August 2011
Job 8th Grade Mathematics Teacher @ CPMS
Industry Education Management
Experience
Clark Pleasant Community School Corp November 2014 - Present
Clark Pleasant Community School Corp September 2013 - Present
Clark Pleasant Community School Corp May 2014 - Present
Giant Steps December 2012 - September 2013
InnerWorkings August 2012 - October 2012
Poster Display Company May 2008 - May 2012
Indiana Wesleyan University September 2009 - December 2011
Indiana Wesleyan University September 2008 - December 2011
Merrill Lynch May 2011 - August 2011
American Marketing Association September 2010 - May 2011
Skills
Excel, CRC, Word, Microsoft Office, Illustrator, InDesign, Photoshop, Photography, Screen Printing, Digital Printing, Mac OS X, Apple, Pages, Estimating, Cost Estimating, Microsoft Word, Microsoft Excel, Leadership, Marketing, Project Estimation, Social Media Marketing, Team Leadership, Customer Service, Time Management, PowerPoint, Autism Spectrum..., Autism, Special Education, PECS, Finance, Research, Event Planning
Education
Indiana Wesleyan University's Adult Program 2014 — 2016
Transition to Teaching-Graduate Program
Indiana Wesleyan University 2008 — 2011
BS, finance, 3.79
Whiteland Community High School 2004 — 2008
Honors Diploma
Clark Pleasant Community School Corp November 2014 - Present
Clark Pleasant Community School Corp September 2013 - Present
Clark Pleasant Community School Corp May 2014 - Present
Giant Steps December 2012 - September 2013
InnerWorkings August 2012 - October 2012
Poster Display Company May 2008 - May 2012
Indiana Wesleyan University September 2009 - December 2011
Indiana Wesleyan University September 2008 - December 2011
Merrill Lynch May 2011 - August 2011
American Marketing Association September 2010 - May 2011
Skills
Excel, CRC, Word, Microsoft Office, Illustrator, InDesign, Photoshop, Photography, Screen Printing, Digital Printing, Mac OS X, Apple, Pages, Estimating, Cost Estimating, Microsoft Word, Microsoft Excel, Leadership, Marketing, Project Estimation, Social Media Marketing, Team Leadership, Customer Service, Time Management, PowerPoint, Autism Spectrum..., Autism, Special Education, PECS, Finance, Research, Event Planning
Education
Indiana Wesleyan University's Adult Program 2014 — 2016
Transition to Teaching-Graduate Program
Indiana Wesleyan University 2008 — 2011
BS, finance, 3.79
Whiteland Community High School 2004 — 2008
Honors Diploma
Craig VanDyke's Merrill Lynch Experience May 2011 - August 2011
Job Senior Risk Manager at TopThird Ag Marketing
Industry Financial Services
Experience
CAV Inc. January 2015 - Present
Top Third Ag Marketing 2012 - Present
United States Army Reserve June 2006 - April 2012
Merrill Lynch May 2011 - August 2011
Gudeman Farms Inc June 2000 - June 2009
Skills
Valuation, Options, Data Analysis, Investments, Financial Analysis, Management, Securities, Finance, Commodity Risk...
Education
Indiana University-Northwest 2006 — 2012
Bachelor of Science, Business Administration
CAV Inc. January 2015 - Present
Top Third Ag Marketing 2012 - Present
United States Army Reserve June 2006 - April 2012
Merrill Lynch May 2011 - August 2011
Gudeman Farms Inc June 2000 - June 2009
Skills
Valuation, Options, Data Analysis, Investments, Financial Analysis, Management, Securities, Finance, Commodity Risk...
Education
Indiana University-Northwest 2006 — 2012
Bachelor of Science, Business Administration
Kevin Noll, C(k)P®,AIF® Kevin Noll, C(k)P®,AIF®'s Merrill Lynch Experience November 2000 - July 2004
Job First Vice President at Old National Investments
Industry Investment Management
Experience
Old National Investments April 2014 - Present
Tower Investment Services July 2004 - April 2014
Merrill Lynch November 2000 - July 2004
Fort Wayne National Bank 1991 - 1998
Skills
Strategic Financial..., Retirement, 401k, Wealth Management, Public Speaking, Financial Planning, Customer Relations
Education
Center for Fiduciary Studies 2013 — 2013
AIF Designation, Fiduciary Standards of Care
TRAU in collaboration w/ UCLA Anderson School of Management Executive Education 2010 — 2013
C(k)P®, C(k)P® Certified 401(k) Professional
Indiana University-Purdue University at Fort Wayne 1990 — 1994
MBA, Finance
Wabash College 1983 — 1987
BA, Economics
Bishop Luers High School 1979 — 1983
HS, Colleg Prep
St. Henry 1971 — 1979
Old National Investments April 2014 - Present
Tower Investment Services July 2004 - April 2014
Merrill Lynch November 2000 - July 2004
Fort Wayne National Bank 1991 - 1998
Skills
Strategic Financial..., Retirement, 401k, Wealth Management, Public Speaking, Financial Planning, Customer Relations
Education
Center for Fiduciary Studies 2013 — 2013
AIF Designation, Fiduciary Standards of Care
TRAU in collaboration w/ UCLA Anderson School of Management Executive Education 2010 — 2013
C(k)P®, C(k)P® Certified 401(k) Professional
Indiana University-Purdue University at Fort Wayne 1990 — 1994
MBA, Finance
Wabash College 1983 — 1987
BA, Economics
Bishop Luers High School 1979 — 1983
HS, Colleg Prep
St. Henry 1971 — 1979
Jim Gillespie Jim Gillespie's Merrill Lynch Experience 2007 - 2009
Job Vice President Global Strategic Sourcing at First Data
Industry Financial Services
Experience
First Data Corporation June 2015 - Present
AIG May 2010 - June 2015
Towers Watson May 2009 - June 2010
Bank of America December 2008 - May 2009
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch 2002 - 2005
GE Capital 2001 - 2002
GE Capital 2000 - 2001
GE Capital 1998 - 2000
Skills
Program Management, Contract Negotiation, Organizational..., Vendor Management, Process Improvement, Risk Management, Strategic Sourcing, Outsourcing, Change Management, Business Process..., Financial Analysis, Cross-functional Team..., Strategic Planning, Procurement, Financial Services, Six Sigma, Negotiation, Sourcing, Team Building, Contract Management, E-procurement, Finance, Forecasting, Leadership, Management, Operations Management, Strategy, Supply Chain Management, Analysis, Banking, Budgets, Business Intelligence...
Education
Monmouth University 1989 — 1993
MBA, Finance
Indiana University of Pennsylvania 1984 — 1987
BS, Business Administration/Marketing
First Data Corporation June 2015 - Present
AIG May 2010 - June 2015
Towers Watson May 2009 - June 2010
Bank of America December 2008 - May 2009
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch 2002 - 2005
GE Capital 2001 - 2002
GE Capital 2000 - 2001
GE Capital 1998 - 2000
Skills
Program Management, Contract Negotiation, Organizational..., Vendor Management, Process Improvement, Risk Management, Strategic Sourcing, Outsourcing, Change Management, Business Process..., Financial Analysis, Cross-functional Team..., Strategic Planning, Procurement, Financial Services, Six Sigma, Negotiation, Sourcing, Team Building, Contract Management, E-procurement, Finance, Forecasting, Leadership, Management, Operations Management, Strategy, Supply Chain Management, Analysis, Banking, Budgets, Business Intelligence...
Education
Monmouth University 1989 — 1993
MBA, Finance
Indiana University of Pennsylvania 1984 — 1987
BS, Business Administration/Marketing
Jim Schenck's Merrill Lynch Experience June 2006 - Present
Job Senior Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Morgan Stanley Wealth Management June 2002 - June 2006
Prudential Financial January 1999 - June 2002
Skills
Wealth Management, Strategic Financial...
Education
Indiana University-Purdue University at Indianapolis 1991 — 1996
Bachelor of Science (B.S.), Accounting
Merrill Lynch June 2006 - Present
Morgan Stanley Wealth Management June 2002 - June 2006
Prudential Financial January 1999 - June 2002
Skills
Wealth Management, Strategic Financial...
Education
Indiana University-Purdue University at Indianapolis 1991 — 1996
Bachelor of Science (B.S.), Accounting
De Anna J Vaughn's Merrill Lynch Experience February 2008 - February 2010
Job Emerging Markets Mortgage Originator & CRA Community Lending Specialist
Industry Financial Services
Experience
Dollar Bank, FSB May 2015 - Present
Citizens Bank February 2015 - June 2015
Fifth Third Bank August 2014 - February 2015
PNC Mortgage May 2012 - August 2014
Reliance First Capital November 2011 - May 2012
Bank of America Home Loans February 2010 - November 2011
Merrill Lynch February 2008 - February 2010
Skills
Real Estate Transactions, Mortgage Banking, Mortgage Servicing, Call Center, First Time Home Buyers, Loan Modifications, Loan Servicing, Mortgage Lending, Real Estate Economics, Sellers, Mortgage Underwriting, Residential Homes, Finance, Call Centers, Real Estate Financing, Negotiation, Referrals, Investors, Foreclosures, Certified Mortgage..., Residential Mortgages, Loan Origination, FHA, Credit Analysis, Loss Mitigation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
Carlow University 2008 — 2011
B.S, Business Management
Indiana University of PA 2003 — 2006
Associates, Marketing
Allderdice 2000 — 2003
General Education Diploma, Regular/General High School/Secondary Diploma Program
Dollar Bank, FSB May 2015 - Present
Citizens Bank February 2015 - June 2015
Fifth Third Bank August 2014 - February 2015
PNC Mortgage May 2012 - August 2014
Reliance First Capital November 2011 - May 2012
Bank of America Home Loans February 2010 - November 2011
Merrill Lynch February 2008 - February 2010
Skills
Real Estate Transactions, Mortgage Banking, Mortgage Servicing, Call Center, First Time Home Buyers, Loan Modifications, Loan Servicing, Mortgage Lending, Real Estate Economics, Sellers, Mortgage Underwriting, Residential Homes, Finance, Call Centers, Real Estate Financing, Negotiation, Referrals, Investors, Foreclosures, Certified Mortgage..., Residential Mortgages, Loan Origination, FHA, Credit Analysis, Loss Mitigation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
Carlow University 2008 — 2011
B.S, Business Management
Indiana University of PA 2003 — 2006
Associates, Marketing
Allderdice 2000 — 2003
General Education Diploma, Regular/General High School/Secondary Diploma Program
Thomas Lunik's Merrill Lynch Experience August 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Renewables & Environment
Experience
Merrill Lynch August 2015 - Present
Tau Kappa Epsilon Fraternity January 2015 - Present
Celadon Group Inc. May 2015 - August 2015
Scenic Green June 2009 - May 2015
Skills
Landscape Maintenance, Sustainability, Landscaping, Customer Satisfaction, Cost Reduction..., Economics, Managing Crews, Cost Analysis, 501(c)3 Tax Exempt..., Operational Budgeting, Research, Microsoft Office, Leadership, Microsoft Excel, Social Media, Time Management
Education
Indiana University-Purdue University at Indianapolis 2013 — 2017
B.S. in Business: Finance and International Studies B.A.: French Language and Culture, 3.94/4.00
Merrill Lynch August 2015 - Present
Tau Kappa Epsilon Fraternity January 2015 - Present
Celadon Group Inc. May 2015 - August 2015
Scenic Green June 2009 - May 2015
Skills
Landscape Maintenance, Sustainability, Landscaping, Customer Satisfaction, Cost Reduction..., Economics, Managing Crews, Cost Analysis, 501(c)3 Tax Exempt..., Operational Budgeting, Research, Microsoft Office, Leadership, Microsoft Excel, Social Media, Time Management
Education
Indiana University-Purdue University at Indianapolis 2013 — 2017
B.S. in Business: Finance and International Studies B.A.: French Language and Culture, 3.94/4.00
Michael Usina's Merrill Lynch Experience April 2011 - October 2012
Job President at Elandra Yacht Sales, The Americas, LLC
Industry Maritime
Experience
Elandra Yacht Sales, The Americas, LLC September 2015 - Present
Brandy Creek CDD October 2012 - August 2015
Merrill Lynch April 2011 - October 2012
Tampa Yacht Manufacturing October 2008 - May 2010
Silverton Marine 2002 - 2008
Silverton Marine Corporation October 1995 - June 2002
Skills
Creative Branding, Team Leadership, Client Relationship..., Sales Management, New Business Development, Marketing Strategy, Strategic Planning, Budgets, Marketing, Business Strategy, Team Building, Business Planning, Sales, Business Development, Product Development, Negotiation, Start-ups, Account Management, Market Research, Marketing Communications, B2B, Portfolio Management, Contract Negotiation, Advertising, Brand Management, Competitive Analysis, Entrepreneurship, Finance, Forecasting, Key Account Management, Leadership, Management, Market Planning, Marketing Management, Online Marketing, P&L Management, Pricing, Customer Service, Sales Operations, Selling, Training, Brand Implementation, CRM, Financial Analysis, Insurance, International Sales, Investments, Lead Generation, Program Management, Project Management
Education
Indiana University
Bachelor of Science (BS), Marketing
Indiana University—Purdue University Fort Wayne
Bachelor of Science (BS), Marketing
Elandra Yacht Sales, The Americas, LLC September 2015 - Present
Brandy Creek CDD October 2012 - August 2015
Merrill Lynch April 2011 - October 2012
Tampa Yacht Manufacturing October 2008 - May 2010
Silverton Marine 2002 - 2008
Silverton Marine Corporation October 1995 - June 2002
Skills
Creative Branding, Team Leadership, Client Relationship..., Sales Management, New Business Development, Marketing Strategy, Strategic Planning, Budgets, Marketing, Business Strategy, Team Building, Business Planning, Sales, Business Development, Product Development, Negotiation, Start-ups, Account Management, Market Research, Marketing Communications, B2B, Portfolio Management, Contract Negotiation, Advertising, Brand Management, Competitive Analysis, Entrepreneurship, Finance, Forecasting, Key Account Management, Leadership, Management, Market Planning, Marketing Management, Online Marketing, P&L Management, Pricing, Customer Service, Sales Operations, Selling, Training, Brand Implementation, CRM, Financial Analysis, Insurance, International Sales, Investments, Lead Generation, Program Management, Project Management
Education
Indiana University
Bachelor of Science (BS), Marketing
Indiana University—Purdue University Fort Wayne
Bachelor of Science (BS), Marketing
Derrick J. Wozniak, SPHR's Merrill Lynch Experience 1997 - 1998
Job Finance Director Franchise, Scale Ops and FP&A at Direct Energy Services
Industry Consumer Services
Experience
Direct Energy Services Regional ControllerClockwork Home Services2009 - Present
Gevity 2005 - September 2008
Gevity 2001 - 2004
Gevity 1999 - 2000
Merrill Lynch 1997 - 1998
Skills
Performance Management, Employee Relations, Payroll, Customer Service, Forecasting, P&L Management, Strategic Planning, Leadership, Process Improvement, Team Building, Human Resources, Employee Benefits, B2B, Benefits Administration, Sales, Business Development, Mergers & Acquisitions, Project Management, Financial Analysis, Mergers, Management, Change Management, CRM, Budgets, Coaching, Accounting, Strategy, Analysis, Project Planning, Finance, Recruiting, Training, Business Planning, Operations Management, Vendor Management, Start-ups, Executive Management, Due Diligence, PeopleSoft, Contract Negotiation, Management Consulting, Business Process..., Small Business, Income Statement, Sarbanes-Oxley Act, Risk Management, Financial Reporting, Business Strategy, New Business Development, Outsourcing
Education
Indiana University South Bend 2003 — 2007
BS, Finance
Direct Energy Services Regional ControllerClockwork Home Services2009 - Present
Gevity 2005 - September 2008
Gevity 2001 - 2004
Gevity 1999 - 2000
Merrill Lynch 1997 - 1998
Skills
Performance Management, Employee Relations, Payroll, Customer Service, Forecasting, P&L Management, Strategic Planning, Leadership, Process Improvement, Team Building, Human Resources, Employee Benefits, B2B, Benefits Administration, Sales, Business Development, Mergers & Acquisitions, Project Management, Financial Analysis, Mergers, Management, Change Management, CRM, Budgets, Coaching, Accounting, Strategy, Analysis, Project Planning, Finance, Recruiting, Training, Business Planning, Operations Management, Vendor Management, Start-ups, Executive Management, Due Diligence, PeopleSoft, Contract Negotiation, Management Consulting, Business Process..., Small Business, Income Statement, Sarbanes-Oxley Act, Risk Management, Financial Reporting, Business Strategy, New Business Development, Outsourcing
Education
Indiana University South Bend 2003 — 2007
BS, Finance
Emily Despot's Merrill Lynch Experience December 2006 - September 2009
Job Customer Service Specialist at TriNet
Industry Human Resources
Experience
TriNet October 2014 - Present
CenterPoint Wealth Management January 2010 - May 2014
Merrill Lynch December 2006 - September 2009
KeyBanc Capital Markets January 2006 - December 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Accounting, Accounts Receivable, Office Management, Data Entry, Access, PowerPoint, QuickBooks, Insurance, Payroll, Budgets, Administrative..., Accounts Payable, Project Management, Asset Management, Wealth Management, Investments
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, General Studies
TriNet October 2014 - Present
CenterPoint Wealth Management January 2010 - May 2014
Merrill Lynch December 2006 - September 2009
KeyBanc Capital Markets January 2006 - December 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Accounting, Accounts Receivable, Office Management, Data Entry, Access, PowerPoint, QuickBooks, Insurance, Payroll, Budgets, Administrative..., Accounts Payable, Project Management, Asset Management, Wealth Management, Investments
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, General Studies
Owen Egenolf's Merrill Lynch Experience December 2012 - January 2013
Job Marketing Major at Indiana University, Kelley School of Business
Industry Marketing and Advertising
Experience
Egenolf Property Management April 2004 - Present
Harbour Trees Golf Club May 2014 - August 2014
Vector Marketing March 2013 - September 2013
Merrill Lynch December 2012 - January 2013
Scotty's Brewhouse, Inc. October 2011 - April 2012
Shiel Sexton December 2011 - January 2012
Paradise Landscape & Nursery April 2010 - September 2010
O&E Vending Services June 2004 - October 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, Leadership, Team Management, Project Planning, Business Strategy, Financial Analysis, Marketing, Sales, Marketing Strategy, Public Speaking, Social Media, Social Networking, Teamwork, Time Management
Education
Indiana University-Purdue University at Indianapolis 2013 — 2017
Finance/Marketing
Heritage Christian High School 2009 — 2013
Egenolf Property Management April 2004 - Present
Harbour Trees Golf Club May 2014 - August 2014
Vector Marketing March 2013 - September 2013
Merrill Lynch December 2012 - January 2013
Scotty's Brewhouse, Inc. October 2011 - April 2012
Shiel Sexton December 2011 - January 2012
Paradise Landscape & Nursery April 2010 - September 2010
O&E Vending Services June 2004 - October 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, Leadership, Team Management, Project Planning, Business Strategy, Financial Analysis, Marketing, Sales, Marketing Strategy, Public Speaking, Social Media, Social Networking, Teamwork, Time Management
Education
Indiana University-Purdue University at Indianapolis 2013 — 2017
Finance/Marketing
Heritage Christian High School 2009 — 2013
Adam Gelman's Merrill Lynch Experience May 2008 - July 2008
Job Director of New Member Development at WeWork
Industry Events Services
Experience
WeWork July 2015 - Present
Madison Square Park Conservancy February 2015 - Present
Go Green Ride Inc. October 2012 - June 2015
Cosmic Opera June 2011 - September 2012
Jake's Nightclub January 2009 - June 2011
Summit Series March 2011 - April 2011
Hoosier Drinks September 2009 - January 2011
Atlantic Records June 2009 - August 2009
Platinum Rye Entertainment June 2008 - August 2008
Merrill Lynch May 2008 - July 2008
Skills
Promotions, Event Management, Social Media, Entrepreneurship, Marketing Strategy, Business Development, Customer Acquisition, Start-up Ventures, Sales, Marketing, Strategy, Start-ups, Management, New Business Development
Education
Indiana University Bloomington 2007 — 2011
Communications, Entrepreneurship and Small Business Management
Study Abroad Tel Aviv University 2009 — 2010
WeWork July 2015 - Present
Madison Square Park Conservancy February 2015 - Present
Go Green Ride Inc. October 2012 - June 2015
Cosmic Opera June 2011 - September 2012
Jake's Nightclub January 2009 - June 2011
Summit Series March 2011 - April 2011
Hoosier Drinks September 2009 - January 2011
Atlantic Records June 2009 - August 2009
Platinum Rye Entertainment June 2008 - August 2008
Merrill Lynch May 2008 - July 2008
Skills
Promotions, Event Management, Social Media, Entrepreneurship, Marketing Strategy, Business Development, Customer Acquisition, Start-up Ventures, Sales, Marketing, Strategy, Start-ups, Management, New Business Development
Education
Indiana University Bloomington 2007 — 2011
Communications, Entrepreneurship and Small Business Management
Study Abroad Tel Aviv University 2009 — 2010
Sarah Golubski's Merrill Lynch Experience June 2014 - August 2014
Job Student at Indiana University Kelley School of Business
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
Advantage Health Solutions June 2013 - August 2013
The Bridgewater Country Club September 2011 - August 2012
The Bridgewater Country Club May 2011 - August 2011
Skills
Microsoft Excel, Access, Public Speaking, Time Management, Organization, Social Skills, Microsoft Office, Teamwork
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
Westfield High School 2009 — 2012
Merrill Lynch June 2014 - August 2014
Advantage Health Solutions June 2013 - August 2013
The Bridgewater Country Club September 2011 - August 2012
The Bridgewater Country Club May 2011 - August 2011
Skills
Microsoft Excel, Access, Public Speaking, Time Management, Organization, Social Skills, Microsoft Office, Teamwork
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
Westfield High School 2009 — 2012
Kurt Kharouf Kurt Kharouf's Merrill Lynch Experience July 1983 - May 2015
Job Senior Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2015 - Present
Merrill Lynch July 1983 - May 2015
Skills
Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Investment Advisory, Fixed Income, Series 63, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Retirement, Investment Strategies
Education
Indiana University of Pennsylvania 1977 — 1982
Bachelor's degree, Finance, General
RBC Wealth Management May 2015 - Present
Merrill Lynch July 1983 - May 2015
Skills
Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Investment Advisory, Fixed Income, Series 63, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Retirement, Investment Strategies
Education
Indiana University of Pennsylvania 1977 — 1982
Bachelor's degree, Finance, General
Krista Lovingfoss's Merrill Lynch Experience May 2008 - August 2008
Job Finance Manager at Catamaran
Industry Pharmaceuticals
Experience
Catamaran July 2014 - Present
Catamaran December 2013 - July 2014
Baxter Healthcare July 2013 - December 2013
Baxter Healthcare January 2013 - July 2013
Baxter Healthcare May 2012 - January 2013
Baxter Healthcare April 2011 - May 2012
Baxter Healthcare June 2010 - April 2011
Cook Medical 2009 - 2010
Cook Medical May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Forecasting, Variance Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Pharmaceutical Industry, Process Improvement, Cross-functional Team..., JD Edwards, Strategic Financial..., Internal Controls, Managerial Finance, Finance, Auditing, Accounting
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (B.S.), Finance, Operations Management, Spanish
Carmel High School
Catamaran July 2014 - Present
Catamaran December 2013 - July 2014
Baxter Healthcare July 2013 - December 2013
Baxter Healthcare January 2013 - July 2013
Baxter Healthcare May 2012 - January 2013
Baxter Healthcare April 2011 - May 2012
Baxter Healthcare June 2010 - April 2011
Cook Medical 2009 - 2010
Cook Medical May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Forecasting, Variance Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Pharmaceutical Industry, Process Improvement, Cross-functional Team..., JD Edwards, Strategic Financial..., Internal Controls, Managerial Finance, Finance, Auditing, Accounting
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (B.S.), Finance, Operations Management, Spanish
Carmel High School
Lindsey Haas's Merrill Lynch Experience 2002 - 2005
Job MultiMillion Dollar Producing Realtor & Founder of a NonProfit Organization
Industry Real Estate
Experience
Atlanta Communities Real Estate Brokerage Services October 2006 - Present
Fairy Tale Endings Charity November 2010 - Present
Merrill Lynch 2002 - 2005
Skills
Foreclosures, Short Sales, First Time Home Buyers, Investment Properties, Investors, Home Staging, Open Houses, Vacation Homes, Single Family Homes, Second Homes, New Homes, House, Advertising Sales, Real Estate Investment, Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Investor, Buyer Representation, Negotiation, REO, FHA, Residential Homes, Seniors, Selling, Condos, Real Estate Development, Sellers, SFR, HUD, Referrals, Mortgage Lending, Property Management, New Home Sales, Luxury, Relocation, Listings, Rentals, Real Property, Resellers, Property, Investments, Sales, Townhomes, Buyers, Leadership, Contract Negotiation, Marketing, Commercial Real Estate, Customer Service
Education
Indiana Wesleyan University 2000 — 2002
Master's of Science, Business Mgt
University of Evansville 1995 — 1999
Bachelors of Science, Business, Management, Marketing, and Related Support Services
Valparaiso High School 1991 — 1995
High School Diploma
Atlanta Communities Real Estate Brokerage Services October 2006 - Present
Fairy Tale Endings Charity November 2010 - Present
Merrill Lynch 2002 - 2005
Skills
Foreclosures, Short Sales, First Time Home Buyers, Investment Properties, Investors, Home Staging, Open Houses, Vacation Homes, Single Family Homes, Second Homes, New Homes, House, Advertising Sales, Real Estate Investment, Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Investor, Buyer Representation, Negotiation, REO, FHA, Residential Homes, Seniors, Selling, Condos, Real Estate Development, Sellers, SFR, HUD, Referrals, Mortgage Lending, Property Management, New Home Sales, Luxury, Relocation, Listings, Rentals, Real Property, Resellers, Property, Investments, Sales, Townhomes, Buyers, Leadership, Contract Negotiation, Marketing, Commercial Real Estate, Customer Service
Education
Indiana Wesleyan University 2000 — 2002
Master's of Science, Business Mgt
University of Evansville 1995 — 1999
Bachelors of Science, Business, Management, Marketing, and Related Support Services
Valparaiso High School 1991 — 1995
High School Diploma
John Gable John Gable's Merrill Lynch Experience 2006 - 2007
Job Account Manager at Safco
Industry Electrical/Electronic Manufacturing
Experience
Safco December 2012 - Present
Consolidated Electronic Wire & Cable November 2009 - November 2012
Merrill Lynch 2006 - 2007
Intuition 2005 - 2006
Skills
Account Management, Supply Chain Management, Import/Export Operations, New Business Development, Contract Negotiation, Sales Management, Lead Generation, Sales, Customer Service, Cold Calling, Procurement, Purchasing, Pricing, Inventory Management, Operations Management, Shipping, Salesforce.com, ERP Software, Product Management, Quality Control, Process Improvement, Demand Forecasting, Revenue Forecasting, CPIM, International Sales, Product Development, Forecasting
Education
Loyola University of Chicago - Graduate School of Business 2006 — 2008
MBA, Management
Mahawithayalai Thammasat 2008 — 2008
Emerging Financial Markets, International Finance
Indiana University Bloomington 2000 — 2004
B.A., History Major and Italian Minor
Safco December 2012 - Present
Consolidated Electronic Wire & Cable November 2009 - November 2012
Merrill Lynch 2006 - 2007
Intuition 2005 - 2006
Skills
Account Management, Supply Chain Management, Import/Export Operations, New Business Development, Contract Negotiation, Sales Management, Lead Generation, Sales, Customer Service, Cold Calling, Procurement, Purchasing, Pricing, Inventory Management, Operations Management, Shipping, Salesforce.com, ERP Software, Product Management, Quality Control, Process Improvement, Demand Forecasting, Revenue Forecasting, CPIM, International Sales, Product Development, Forecasting
Education
Loyola University of Chicago - Graduate School of Business 2006 — 2008
MBA, Management
Mahawithayalai Thammasat 2008 — 2008
Emerging Financial Markets, International Finance
Indiana University Bloomington 2000 — 2004
B.A., History Major and Italian Minor
Stacie Ehler's Merrill Lynch Experience August 1997 - December 1997
Job Financial Analyst at XRite
Industry Business Supplies and Equipment
Experience
X-Rite April 2013 - Present
Frontier Communications July 2010 - March 2013
Verizon February 2006 - June 2010
Verizon October 2000 - February 2006
Verizon May 1999 - October 2000
NBD Bank January 1999 - April 1999
GTE May 1998 - January 1999
Merrill Lynch August 1997 - December 1997
Skills
Financial Analysis, Expense Management, Expense Reports, Accounts Payable, Invoice Processing, Invoice Finance, Capital Budgeting, Purchase Orders, Forecasting, Essbase, PeopleSoft Financial, Infinium, CATS, CMS, Accruals, Financial Accounting, Business Analysis, Variance Analysis, Telecommunications..., Preparation of Business..., Aging Reports, Vendor Relationships, Vendor Management, MS Excel Pivot Tables, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, SAP, General Ledger, Telecommunications, Financial Reporting, Leadership, Strategic Financial..., Accounting, Analysis, Financial Modeling, Project Planning, Financial Planning
Education
Indiana University-Purdue University at Fort Wayne 1994 — 1999
Bachelor of Science (BS), Finance, General
Indiana University-Purdue University Fort Wayne (IPFW) 1994 — 1999
Associate's Degree, Psychology
Huntington North High School
X-Rite April 2013 - Present
Frontier Communications July 2010 - March 2013
Verizon February 2006 - June 2010
Verizon October 2000 - February 2006
Verizon May 1999 - October 2000
NBD Bank January 1999 - April 1999
GTE May 1998 - January 1999
Merrill Lynch August 1997 - December 1997
Skills
Financial Analysis, Expense Management, Expense Reports, Accounts Payable, Invoice Processing, Invoice Finance, Capital Budgeting, Purchase Orders, Forecasting, Essbase, PeopleSoft Financial, Infinium, CATS, CMS, Accruals, Financial Accounting, Business Analysis, Variance Analysis, Telecommunications..., Preparation of Business..., Aging Reports, Vendor Relationships, Vendor Management, MS Excel Pivot Tables, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, SAP, General Ledger, Telecommunications, Financial Reporting, Leadership, Strategic Financial..., Accounting, Analysis, Financial Modeling, Project Planning, Financial Planning
Education
Indiana University-Purdue University at Fort Wayne 1994 — 1999
Bachelor of Science (BS), Finance, General
Indiana University-Purdue University Fort Wayne (IPFW) 1994 — 1999
Associate's Degree, Psychology
Huntington North High School
Jess Fuquay's Merrill Lynch Experience April 1997 - April 2001
Job Sales Engineer at Veeam Software
Industry Computer Software
Experience
Veeam Software January 2011 - Present
Double-Take Software June 2001 - December 2010
Merrill Lynch April 1997 - April 2001
Skills
Disaster Recovery, VMware, Pre-sales, Windows Server, Virtualization, Cloud Computing, Hyper-V, Salesforce.com, Storage, Solution Selling, Business Continuity, Sales Enablement, Storage Area Networks, Veeam, Team Effectiveness, Sales Presentations, Presentation Development, Project Management, Windows 2008, Windows 2012, Microsoft System Center, Servers, VMware ESX, Enterprise Software, CRM, Sales Process, Storage Virtualization, Software Industry, High Availability, vSphere, Microsoft Servers, VMware vSphere, SaaS, Data Center, Professional Services
Education
Indiana University Bloomington 1985 — 1990
Bachelor's Degree, Computer Science
Veeam Software January 2011 - Present
Double-Take Software June 2001 - December 2010
Merrill Lynch April 1997 - April 2001
Skills
Disaster Recovery, VMware, Pre-sales, Windows Server, Virtualization, Cloud Computing, Hyper-V, Salesforce.com, Storage, Solution Selling, Business Continuity, Sales Enablement, Storage Area Networks, Veeam, Team Effectiveness, Sales Presentations, Presentation Development, Project Management, Windows 2008, Windows 2012, Microsoft System Center, Servers, VMware ESX, Enterprise Software, CRM, Sales Process, Storage Virtualization, Software Industry, High Availability, vSphere, Microsoft Servers, VMware vSphere, SaaS, Data Center, Professional Services
Education
Indiana University Bloomington 1985 — 1990
Bachelor's Degree, Computer Science
Michele Goldman's Merrill Lynch Experience June 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Just 4 Friends, LLC March 2011 - February 2014
Illinois School District 109 PTO August 2005 - May 2011
CallConnect Communications January 1995 - November 1997
International Imaging Electronics September 1990 - January 1995
Skills
Organization, Executive..., Event Planning, Marketing Communications, Marketing Management, Events Coordination, Manage Client..., Customer Service, Management, Cooking, Teamwork, Leadership, Expense Reports, Microsoft Office, Time Management
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Arts, Psychology & Business
Merrill Lynch June 2013 - Present
Just 4 Friends, LLC March 2011 - February 2014
Illinois School District 109 PTO August 2005 - May 2011
CallConnect Communications January 1995 - November 1997
International Imaging Electronics September 1990 - January 1995
Skills
Organization, Executive..., Event Planning, Marketing Communications, Marketing Management, Events Coordination, Manage Client..., Customer Service, Management, Cooking, Teamwork, Leadership, Expense Reports, Microsoft Office, Time Management
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Arts, Psychology & Business
Alex Geisler's Merrill Lynch Experience May 2014 - October 2014
Job International Business Development
Industry International Affairs
Experience
Peace Corps May 2015 - July 2015
Mathnasium - The Math Learning Center October 2014 - April 2015
Merrill Lynch May 2014 - October 2014
Merrill Lynch March 2013 - May 2013
IU Southeast August 2011 - December 2012
Pitaya, Inc. May 2011 - December 2012
Skills
Leadership, Teamwork, Public Speaking, Research, Data Analysis, Event Planning, Fundraising, PowerPoint, Microsoft Excel, Customer Service, Social Networking, Microsoft Word, Social Media, Social Media Marketing, Facebook, Selling Products and..., Data Entry, Professional Writing
Education
Indiana University Southeast 2010 — 2014
Bachelor’s Degree
Indiana University-Southeast 2010 — 2014
Bachelor’s Degree
Peace Corps May 2015 - July 2015
Mathnasium - The Math Learning Center October 2014 - April 2015
Merrill Lynch May 2014 - October 2014
Merrill Lynch March 2013 - May 2013
IU Southeast August 2011 - December 2012
Pitaya, Inc. May 2011 - December 2012
Skills
Leadership, Teamwork, Public Speaking, Research, Data Analysis, Event Planning, Fundraising, PowerPoint, Microsoft Excel, Customer Service, Social Networking, Microsoft Word, Social Media, Social Media Marketing, Facebook, Selling Products and..., Data Entry, Professional Writing
Education
Indiana University Southeast 2010 — 2014
Bachelor’s Degree
Indiana University-Southeast 2010 — 2014
Bachelor’s Degree
Justin R. Markley Justin R. Markley's Merrill Lynch Experience November 2009 - October 2010
Job Assistant General Counsel at Southeastern Grocers
Industry Law Practice
Experience
Southeastern Grocers July 2015 - Present
Southeastern Grocers March 2013 - Present
Cole, Scott & Kissane, P.A. September 2011 - February 2013
Quintairos, Prieto, Wood & Boyer, P.A. October 2010 - September 2011
Merrill Lynch November 2009 - October 2010
Fischer Francis Trees & Watts June 2004 - June 2006
Skills
Civil Litigation, Litigation, Employment Law, Insurance, Courts, Legal Research, Commercial Litigation, Product Liability, Personal Injury, Personal Injury..., Torts, Public Liability, Insurance Law, Legal Compliance, Corporate Law, Bankruptcy, Construction Law, Legal Writing, Mediation, Westlaw, Arbitration, Consumer Law
Education
University of Miami School of Law 2013 — 2015
Master of Laws (LL.M.), Real Property Development
Valparaiso University School of Law 2006 — 2009
Juris Doctorate
Indiana University-Purdue University at Fort Wayne 1999 — 2004
Bachelor of Science, Business Administration
Southeastern Grocers July 2015 - Present
Southeastern Grocers March 2013 - Present
Cole, Scott & Kissane, P.A. September 2011 - February 2013
Quintairos, Prieto, Wood & Boyer, P.A. October 2010 - September 2011
Merrill Lynch November 2009 - October 2010
Fischer Francis Trees & Watts June 2004 - June 2006
Skills
Civil Litigation, Litigation, Employment Law, Insurance, Courts, Legal Research, Commercial Litigation, Product Liability, Personal Injury, Personal Injury..., Torts, Public Liability, Insurance Law, Legal Compliance, Corporate Law, Bankruptcy, Construction Law, Legal Writing, Mediation, Westlaw, Arbitration, Consumer Law
Education
University of Miami School of Law 2013 — 2015
Master of Laws (LL.M.), Real Property Development
Valparaiso University School of Law 2006 — 2009
Juris Doctorate
Indiana University-Purdue University at Fort Wayne 1999 — 2004
Bachelor of Science, Business Administration
Pattie Patchet Pattie Patchet's Merrill Lynch Experience 1997 - 1999
Job Associate Director, Strategic Vendor Performance at BristolMyers Squibb at BristolMyers Squibb, Princeton, New Jersey
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb, Princeton, New Jersey January 2011 - Present
Bristol-Myers Squibb November 2008 - Present
BMS 2003 - Present
VerticalNet May 1999 - November 2001
VerticalNet 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Cross-functional Team..., E-commerce, Process Improvement, Supply Chain Management, Pharmaceutical Industry, Lifesciences, Business Analysis, SAP, Strategy, Management, Pharmaceutical Sales, PMP, 21 CFR Part 11, Vendor Management, Project Portfolio..., SharePoint, Pricing, Market Access, SDLC, Change Control, Six Sigma, Business Strategy, Data Management, Project Management, Master Data Management, Program Management, IT Service Management, Biotechnology, Sales Effectiveness, CRM, ITIL, Clinical Trials, Change Management, Demand Planning, Strategic Planning, Computer System..., Project Planning, Strategic Sourcing, Validation, FDA, Quality Assurance, Outsourcing, Business Process, Managed Care, Cardiology, Sop, Clinical Development, GxP, Business Intelligence, Oncology
Education
Université Nancy 2 1993 — 1994
Indiana University of Pennsylvania 1990 — 1994
Bristol-Myers Squibb, Princeton, New Jersey January 2011 - Present
Bristol-Myers Squibb November 2008 - Present
BMS 2003 - Present
VerticalNet May 1999 - November 2001
VerticalNet 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Cross-functional Team..., E-commerce, Process Improvement, Supply Chain Management, Pharmaceutical Industry, Lifesciences, Business Analysis, SAP, Strategy, Management, Pharmaceutical Sales, PMP, 21 CFR Part 11, Vendor Management, Project Portfolio..., SharePoint, Pricing, Market Access, SDLC, Change Control, Six Sigma, Business Strategy, Data Management, Project Management, Master Data Management, Program Management, IT Service Management, Biotechnology, Sales Effectiveness, CRM, ITIL, Clinical Trials, Change Management, Demand Planning, Strategic Planning, Computer System..., Project Planning, Strategic Sourcing, Validation, FDA, Quality Assurance, Outsourcing, Business Process, Managed Care, Cardiology, Sop, Clinical Development, GxP, Business Intelligence, Oncology
Education
Université Nancy 2 1993 — 1994
Indiana University of Pennsylvania 1990 — 1994
Jessica Gerlach's Merrill Lynch Experience May 2012 - August 2012
Job Student at Indiana University Bloomington
Industry Health, Wellness and Fitness
Experience
Jackson Creek Middle School November 2012 - March 2013
Merrill Lynch May 2012 - August 2012
Skills
Creative Strategy, Strategic Planning, Communication
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
General Studies
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Kinesiology, Kinesiology and Exercise Science
Jackson Creek Middle School November 2012 - March 2013
Merrill Lynch May 2012 - August 2012
Skills
Creative Strategy, Strategic Planning, Communication
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
General Studies
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Kinesiology, Kinesiology and Exercise Science
Jason Abruzere Jason Abruzere's Merrill Lynch Experience March 2000 - March 2003
Job Founder of Weyhill Investment Counsel, LLC, a Registered Investment Advisor
Industry Investment Management
Experience
Weyhill Investment Counsel, LLC March 2002 - Present
Merrill Lynch March 2000 - March 2003
Skills
Financial Planning, Asset Management, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Managed Futures, Registered Investment..., Mutual Funds, Strategic Financial..., Investment Management, Finance
Education
Indiana University of Pennsylvania 1995 — 1999
Burrell
Weyhill Investment Counsel, LLC March 2002 - Present
Merrill Lynch March 2000 - March 2003
Skills
Financial Planning, Asset Management, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Managed Futures, Registered Investment..., Mutual Funds, Strategic Financial..., Investment Management, Finance
Education
Indiana University of Pennsylvania 1995 — 1999
Burrell
Sue Cohen, AIF's Merrill Lynch Experience September 1993 - September 1999
Job Managing Director, Retirement Business Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2004 - Present
Altman & Cronin Benefit Consultants, LLC January 2000 - October 2001
Merrill Lynch September 1993 - September 1999
Skills
Qualified Retirement..., Management, Marketing Communications, Project Management, Product Development, Benefit Plan..., 401k, Defined Contribution, Relationship Management, Retirement
Education
Indiana University Bloomington
BA, Political Science and Spanish
Charles Schwab April 2004 - Present
Altman & Cronin Benefit Consultants, LLC January 2000 - October 2001
Merrill Lynch September 1993 - September 1999
Skills
Qualified Retirement..., Management, Marketing Communications, Project Management, Product Development, Benefit Plan..., 401k, Defined Contribution, Relationship Management, Retirement
Education
Indiana University Bloomington
BA, Political Science and Spanish
Brian Waters Brian Waters's Merrill Lynch Experience October 2005 - August 2006
Job Managing Partner, General Counsel & Chief Legal Officer at Logica Capital Advisers, LLC
Industry Financial Services
Experience
Logica Capital Advisers, LLC January 2011 - April 2015
Himelsein Mandel Fund Management, LLC October 2007 - April 2015
Cole, Lether, Wathen & Leid August 2006 - October 2007
Merrill Lynch October 2005 - August 2006
Berger Kahn May 2005 - August 2005
Cooper, Phillips & Peterson October 2004 - May 2005
Law Offices of Brian H. Waters February 2003 - October 2004
Skills
Corporate Law, Corporate Governance, Commercial Litigation, Litigation, Licensing, Securities Law, Securities Regulation, Securities Offerings, Insurance Law, Regulatory Affairs, Financial Regulation, Government Affairs, Government Relations, M&A experience, M&A due diligence, Contract Negotiations, Executive Management, Insurance Coverage..., International Business..., Entity Formation, Structured Finance, Structured Products, Premium Financing, Debt Structuring, Life Settlements, Securitization, Entity Extraction, Due Diligence, Securities, Hedge Funds, Private Placements, Private Equity, Privacy Law, Debt Restructuring, Insurance, Intellectual Property, Cross-border..., Legal Compliance, Litigation Management, Venture Capital
Education
University of Washington School of Law 2001 — 2002
Master of Laws in Taxation (LL.M.)
Whittier Law School 1998 — 2000
Juris Doctor (J.D.)
Indiana University Bloomington 1991 — 1995
Bachelor of Arts, Political Science
Logica Capital Advisers, LLC January 2011 - April 2015
Himelsein Mandel Fund Management, LLC October 2007 - April 2015
Cole, Lether, Wathen & Leid August 2006 - October 2007
Merrill Lynch October 2005 - August 2006
Berger Kahn May 2005 - August 2005
Cooper, Phillips & Peterson October 2004 - May 2005
Law Offices of Brian H. Waters February 2003 - October 2004
Skills
Corporate Law, Corporate Governance, Commercial Litigation, Litigation, Licensing, Securities Law, Securities Regulation, Securities Offerings, Insurance Law, Regulatory Affairs, Financial Regulation, Government Affairs, Government Relations, M&A experience, M&A due diligence, Contract Negotiations, Executive Management, Insurance Coverage..., International Business..., Entity Formation, Structured Finance, Structured Products, Premium Financing, Debt Structuring, Life Settlements, Securitization, Entity Extraction, Due Diligence, Securities, Hedge Funds, Private Placements, Private Equity, Privacy Law, Debt Restructuring, Insurance, Intellectual Property, Cross-border..., Legal Compliance, Litigation Management, Venture Capital
Education
University of Washington School of Law 2001 — 2002
Master of Laws in Taxation (LL.M.)
Whittier Law School 1998 — 2000
Juris Doctor (J.D.)
Indiana University Bloomington 1991 — 1995
Bachelor of Arts, Political Science
Joe Archer's Merrill Lynch Experience September 2000 - May 2002
Job Director, IT at Victorville Community Hospital
Industry Financial Services
Experience
Victorville Community Hospital January 2009 - Present
Avalon Properties May 2002 - January 2009
Merrill Lynch September 2000 - May 2002
Liberty Financial 1985 - 2000
Liberty Funds Group 1985 - 2000
Columbia Management Group/Liberty Fund Services/Bank of America 1985 - 2000
Colonial Management Associates 1985 - 2000
Education
Indiana University—Purdue University Fort Wayne 1971 — 1974
Victorville Community Hospital January 2009 - Present
Avalon Properties May 2002 - January 2009
Merrill Lynch September 2000 - May 2002
Liberty Financial 1985 - 2000
Liberty Funds Group 1985 - 2000
Columbia Management Group/Liberty Fund Services/Bank of America 1985 - 2000
Colonial Management Associates 1985 - 2000
Education
Indiana University—Purdue University Fort Wayne 1971 — 1974
Frank Emmerling Frank Emmerling's Merrill Lynch Experience June 1986 - October 2004
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
UBS Financial Services October 2004 - November 2013
Merrill Lynch June 1986 - October 2004
Education
Indiana University of Pennsylvania
Master's degree, Business Administration and Management, General
Penn State University
Bachelor's degree, Human Development, Family Studies, and Related Services
RBC Wealth Management November 2013 - Present
UBS Financial Services October 2004 - November 2013
Merrill Lynch June 1986 - October 2004
Education
Indiana University of Pennsylvania
Master's degree, Business Administration and Management, General
Penn State University
Bachelor's degree, Human Development, Family Studies, and Related Services
Stephen Wolff's Merrill Lynch Experience May 2004 - July 2006
Job Experienced Investment Professional
Industry Investment Management
Experience
Illinois Municipal Retirement Fund (IMRF) April 2013 - April 2014
New Jersey Division of Investment November 2010 - April 2013
Indiana Teachers' Retirement Fund January 2009 - November 2010
Merrill Lynch May 2004 - July 2006
Cochran Caronia Waller September 2003 - May 2004
Allstate May 2001 - September 2003
Skills
Financial Modeling, Bloomberg, Valuation, Asset Allocation, Equities, Portfolio Management, Investment Strategies, Investments, Asset Managment, Equity Research, Hedge Funds, Finance, Alternative Investments, Asset Management, Investment Management
Education
Indiana University Bloomington 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1996 — 2001
BA, Finance, Economics
Illinois Municipal Retirement Fund (IMRF) April 2013 - April 2014
New Jersey Division of Investment November 2010 - April 2013
Indiana Teachers' Retirement Fund January 2009 - November 2010
Merrill Lynch May 2004 - July 2006
Cochran Caronia Waller September 2003 - May 2004
Allstate May 2001 - September 2003
Skills
Financial Modeling, Bloomberg, Valuation, Asset Allocation, Equities, Portfolio Management, Investment Strategies, Investments, Asset Managment, Equity Research, Hedge Funds, Finance, Alternative Investments, Asset Management, Investment Management
Education
Indiana University Bloomington 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1996 — 2001
BA, Finance, Economics
Christina Baugh's Merrill Lynch Experience Sr. Business BankerPNC Bank1996 - 2006
Job FINANCIAL ADVISOR at MERRILL LYNCH
Industry Financial Services
Experience
MERRILL LYNCH Sr. Business BankerPNC Bank1996 - 2006
Education
Indiana University-Southeast 1996 — 2003
University of Louisville 1991 — 1994
Chemistry
Seneca High School & softball
MERRILL LYNCH Sr. Business BankerPNC Bank1996 - 2006
Education
Indiana University-Southeast 1996 — 2003
University of Louisville 1991 — 1994
Chemistry
Seneca High School & softball
Sean McGuire, CRPC®'s Merrill Lynch Experience July 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
MERRILL LYNCH January 2002 - June 2010
Education
Rider University 2006 — 2009
MBA, Finance
Indiana University of Pennsylvania 1997 — 2005
B.S., Management
Merrill Lynch July 2010 - Present
MERRILL LYNCH January 2002 - June 2010
Education
Rider University 2006 — 2009
MBA, Finance
Indiana University of Pennsylvania 1997 — 2005
B.S., Management
Rakesh Malik's Merrill Lynch Experience April 2005 - February 2007
Job Assistant Director, Conferences and Events
Industry Higher Education
Experience
New York University - Tisch Center/ Tisch Institute March 2011 - Present
St. John's University November 2010 - March 2011
David Stark Design & Production February 2008 - October 2010
Institute for Integrative Nutrition February 2007 - November 2007
Merrill Lynch April 2005 - February 2007
Skills
Event Management, Employee Training, Social Media, Marketing, Social Media Marketing, Event Planning, Online Marketing, Program Management, Blogging, Volunteer Management, Social Networking, Nonprofits, Marketing Communications, Public Relations
Education
Indiana University Bloomington 1998 — 2002
Business, Marketing and Operations Management
New York University - Tisch Center/ Tisch Institute March 2011 - Present
St. John's University November 2010 - March 2011
David Stark Design & Production February 2008 - October 2010
Institute for Integrative Nutrition February 2007 - November 2007
Merrill Lynch April 2005 - February 2007
Skills
Event Management, Employee Training, Social Media, Marketing, Social Media Marketing, Event Planning, Online Marketing, Program Management, Blogging, Volunteer Management, Social Networking, Nonprofits, Marketing Communications, Public Relations
Education
Indiana University Bloomington 1998 — 2002
Business, Marketing and Operations Management
Venkata Someswar Kancharla's Merrill Lynch Experience January 2005 - December 2008
Job Financial Software Developer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch March 2010 - July 2014
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch January 2005 - December 2008
Ritwik Software August 2000 - December 2004
Skills
SDLC, Oracle, XML, Requirements Analysis, Unix, Agile Methodologies, Java Enterprise Edition, Requirements Gathering, Python, Java, PHP, PHP Applications, AJAX, jQuery, jQuery UI, Selenium, Selenium WebDriver, Selenium Testing, Test Automation, Unit Testing, Perl, CGI/Perl, Agile Application..., Agile Web Development, Sybase SQL Anywhere, ORDBMS, RDBMS, MySQL, PostgreSQL, SQLite, Business Analysis, Functional Requirements, Web Development, HTML, HTML Scripting, CSS, Reference Data, Quartz, PL/SQL, SQL, Microsoft SQL Server, SOA, Software Project...
Education
Indira Gandhi National Open University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science, Java, Algorithms, Data Structure, A
Osmania University 1998 — 2000
Bachelor of Commerce (B.Com.)
Kakatiya University 1995 — 1998
B.Com
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch March 2010 - July 2014
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch January 2005 - December 2008
Ritwik Software August 2000 - December 2004
Skills
SDLC, Oracle, XML, Requirements Analysis, Unix, Agile Methodologies, Java Enterprise Edition, Requirements Gathering, Python, Java, PHP, PHP Applications, AJAX, jQuery, jQuery UI, Selenium, Selenium WebDriver, Selenium Testing, Test Automation, Unit Testing, Perl, CGI/Perl, Agile Application..., Agile Web Development, Sybase SQL Anywhere, ORDBMS, RDBMS, MySQL, PostgreSQL, SQLite, Business Analysis, Functional Requirements, Web Development, HTML, HTML Scripting, CSS, Reference Data, Quartz, PL/SQL, SQL, Microsoft SQL Server, SOA, Software Project...
Education
Indira Gandhi National Open University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science, Java, Algorithms, Data Structure, A
Osmania University 1998 — 2000
Bachelor of Commerce (B.Com.)
Kakatiya University 1995 — 1998
B.Com
Jim Buchanan's Merrill Lynch Experience January 1998 - June 2001
Job CoFounder & CEO at SCP Limited Inc
Industry Electrical/Electronic Manufacturing
Experience
SCP Limited Inc. November 2005 - Present
Great Timing Medical March 2013 - May 2015
Fort Wayne Children's Choir 2005 - 2009
Suros Surgical Systems October 2001 - September 2003
Merrill Lynch January 1998 - June 2001
Skills
Product Development, Strategic Planning, New Business Development, Business Strategy, Manufacturing, Start-ups, Sales Management, Business Development, Negotiation, Team Building, Marketing Strategy, Product Management, Project Management, Operations Management, Management, Program Management, Leadership, B2B, Sales, Coaching, Training, Entrepreneurship, Contract Negotiation, Cross-functional Team..., Strategy, Executive Management, Business Planning, Management Consulting, Small Business, Marketing, Selling, Online Marketing, Leadership Development, Product Marketing, Lead Generation, Organizational..., E-commerce, Product Launch, Team Leadership, Executive Coaching, Public Relations, Social Media Marketing, Email Marketing, Strategic Partnerships, Business Coaching, Marketing Communications, Online Advertising
Education
Indiana University-Purdue University at Fort Wayne 1994 — 1998
BA, Philosophy and Politcal Science
SCP Limited Inc. November 2005 - Present
Great Timing Medical March 2013 - May 2015
Fort Wayne Children's Choir 2005 - 2009
Suros Surgical Systems October 2001 - September 2003
Merrill Lynch January 1998 - June 2001
Skills
Product Development, Strategic Planning, New Business Development, Business Strategy, Manufacturing, Start-ups, Sales Management, Business Development, Negotiation, Team Building, Marketing Strategy, Product Management, Project Management, Operations Management, Management, Program Management, Leadership, B2B, Sales, Coaching, Training, Entrepreneurship, Contract Negotiation, Cross-functional Team..., Strategy, Executive Management, Business Planning, Management Consulting, Small Business, Marketing, Selling, Online Marketing, Leadership Development, Product Marketing, Lead Generation, Organizational..., E-commerce, Product Launch, Team Leadership, Executive Coaching, Public Relations, Social Media Marketing, Email Marketing, Strategic Partnerships, Business Coaching, Marketing Communications, Online Advertising
Education
Indiana University-Purdue University at Fort Wayne 1994 — 1998
BA, Philosophy and Politcal Science
Terrence (Terry) Fox's Merrill Lynch Experience February 1992 - October 1998
Job Tax Director at PwC
Industry Accounting
Experience
PwC July 2012 - Present
PricewaterhouseCoopers March 2005 - June 2012
D&T October 1998 - August 2003
Merrill Lynch February 1992 - October 1998
Skills
Expatriate Management, Financial Analysis, Tax, Employee Benefits, Auditing, Internal Audit, Tax Returns, Income Tax, Tax Accounting
Education
Indiana University of Pennsylvania 1976 — 1980
B.S., Accounting
PwC July 2012 - Present
PricewaterhouseCoopers March 2005 - June 2012
D&T October 1998 - August 2003
Merrill Lynch February 1992 - October 1998
Skills
Expatriate Management, Financial Analysis, Tax, Employee Benefits, Auditing, Internal Audit, Tax Returns, Income Tax, Tax Accounting
Education
Indiana University of Pennsylvania 1976 — 1980
B.S., Accounting
Andrew H. Moss's Merrill Lynch Experience June 1994 - Present
Job Senior Vice President of Investments The Frank / Moss Group at Merrill lynch
Industry Financial Services
Experience
Merrill Lynch June 1994 - Present
Education
Indiana University Bloomington 1990 — 1994
Merrill Lynch June 1994 - Present
Education
Indiana University Bloomington 1990 — 1994
Diane Winn's Merrill Lynch Experience November 1999 - December 2003
Job Conscious Leadership Coach
Industry Professional Training & Coaching
Experience
Through Eagles Eyes, Inc. January 2004 - Present
Through Eagles Eyes, Inc. January 2004 - Present
Merrill Lynch November 1999 - December 2003
Financial Services Company November 1999 - December 2003
Merrill Lynch September 1981 - December 2003
Merrill Lynch September 1991 - November 1996
Merrill Lynch September 1981 - March 1990
Skills
Coaching, Mentoring, Change Management, Public Speaking, Leadership Development, Team Building, Performance Management, Executive Coaching, Employee Engagement, Management Consulting, Talent Management, Teaching, Healing, Entrepreneurship, Management, Leadership, Organizational..., Customer Service, Nonprofits, Personal Development, Marketing, Strategic Planning, Recruiting, Team Leadership, CRM, Culture Change, Executive Development, Human Resources, Succession Planning, Training, Career Counseling, Career Development, Organizational..., Business Strategy, Small Business, Budgets, Time Management, Emotional Intelligence, Workshop Facilitation
Education
Institute of Life Coach Training 2003 — 2008
Graduate, Coaching, Mentoring, Assessments
Coaching & Mentoring International 2005 — 2007
Graduate, Coaching & Mentoring
Institute of Life Coach Training 2003 — 2006
Professional Certified Coach, Business/Corporate Communications
Indiana University South Bend 1975 — 1978
Indiana University
Associates Degree, Accounting
Washington High School
Through Eagles Eyes, Inc. January 2004 - Present
Through Eagles Eyes, Inc. January 2004 - Present
Merrill Lynch November 1999 - December 2003
Financial Services Company November 1999 - December 2003
Merrill Lynch September 1981 - December 2003
Merrill Lynch September 1991 - November 1996
Merrill Lynch September 1981 - March 1990
Skills
Coaching, Mentoring, Change Management, Public Speaking, Leadership Development, Team Building, Performance Management, Executive Coaching, Employee Engagement, Management Consulting, Talent Management, Teaching, Healing, Entrepreneurship, Management, Leadership, Organizational..., Customer Service, Nonprofits, Personal Development, Marketing, Strategic Planning, Recruiting, Team Leadership, CRM, Culture Change, Executive Development, Human Resources, Succession Planning, Training, Career Counseling, Career Development, Organizational..., Business Strategy, Small Business, Budgets, Time Management, Emotional Intelligence, Workshop Facilitation
Education
Institute of Life Coach Training 2003 — 2008
Graduate, Coaching, Mentoring, Assessments
Coaching & Mentoring International 2005 — 2007
Graduate, Coaching & Mentoring
Institute of Life Coach Training 2003 — 2006
Professional Certified Coach, Business/Corporate Communications
Indiana University South Bend 1975 — 1978
Indiana University
Associates Degree, Accounting
Washington High School
Jim Huller's Merrill Lynch Experience October 2000 - August 2002
Job at
Industry Investment Management
Experience
Maximum Wealth Advisors, LLC May 2005 - Present
UBS August 2002 - May 2005
Merrill Lynch October 2000 - August 2002
Skills
Options Strategies, Finance, Financial Advisory, Wealth Management, Wealth, Asset Allocation, Entrepreneurship, Alternative Investments, Estate Planning, Investment Advisory, Investments, Venture Capital, Retirement Planning, Strategic Financial..., Private Equity
Education
Leadership Ft. Wayne 2009 — 2010
Indiana University—Purdue University Fort Wayne 1994 — 1997
Bachelor's Degree
Maximum Wealth Advisors, LLC May 2005 - Present
UBS August 2002 - May 2005
Merrill Lynch October 2000 - August 2002
Skills
Options Strategies, Finance, Financial Advisory, Wealth Management, Wealth, Asset Allocation, Entrepreneurship, Alternative Investments, Estate Planning, Investment Advisory, Investments, Venture Capital, Retirement Planning, Strategic Financial..., Private Equity
Education
Leadership Ft. Wayne 2009 — 2010
Indiana University—Purdue University Fort Wayne 1994 — 1997
Bachelor's Degree
Bill McMurray's Merrill Lynch Experience January 1987 - August 1995
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2006 - Present
UBS Financial Services August 1995 - August 2006
Merrill Lynch January 1987 - August 1995
Education
Indiana University Bloomington 1982 — 1986
B.S.
Raymond James August 2006 - Present
UBS Financial Services August 1995 - August 2006
Merrill Lynch January 1987 - August 1995
Education
Indiana University Bloomington 1982 — 1986
B.S.
David Chronister's Merrill Lynch Experience April 2004 - December 2008
Job at Bank of America
Industry Financial Services
Experience
Bank of America March 2010 - Present
TEKsystems October 2009 - March 2010
Merrill Lynch April 2004 - December 2008
Consulting 2002 - 2004
Heller Financial January 1999 - January 2002
Andersen Consulting June 1988 - January 1999
Skills
ETL, Microsoft SQL Server, Data Warehousing, Project Management, Business Intelligence, SDLC
Education
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
Bank of America March 2010 - Present
TEKsystems October 2009 - March 2010
Merrill Lynch April 2004 - December 2008
Consulting 2002 - 2004
Heller Financial January 1999 - January 2002
Andersen Consulting June 1988 - January 1999
Skills
ETL, Microsoft SQL Server, Data Warehousing, Project Management, Business Intelligence, SDLC
Education
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
Edward Coursey's Merrill Lynch Experience February 1997 - June 2002
Job BDM at NCH
Industry Chemicals
Experience
Certified Labs August 2011 - Present
Arrow Plastic 2009 - 2010
American Equity Mortgage June 2002 - September 2007
Merrill Lynch February 1997 - June 2002
Education
Indiana University Bloomington 1993 — 1996
Certified Labs August 2011 - Present
Arrow Plastic 2009 - 2010
American Equity Mortgage June 2002 - September 2007
Merrill Lynch February 1997 - June 2002
Education
Indiana University Bloomington 1993 — 1996
Scott Vallimont's Merrill Lynch Experience 1997 - 2008
Job Computer Software Professional
Industry Computer Software
Experience
Merrill Lynch 1997 - 2008
Education
Indiana University of Pennsylvania 1994 — 1997
Merrill Lynch 1997 - 2008
Education
Indiana University of Pennsylvania 1994 — 1997
Greg Fennell, QKA's Merrill Lynch Experience November 1996 - July 1997
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2007 - Present
Vanguard February 2006 - February 2007
Vanguard February 2000 - February 2006
Vanguard July 1997 - February 2000
Merrill Lynch November 1996 - July 1997
Merrill Lynch August 1994 - November 1996
Skills
ASPPA - Qualified..., FINRA Series 6, FINRA Series 63, Mutual Funds, Series 63, Relationship Management, 401k, Series 6, Financial Services, Securities, Asset Allocation, Project Management, Process Improvement, Management
Education
Indiana University of Pennsylvania 1990 — 1994
Bachelor's degree, Accounting
Vanguard February 2007 - Present
Vanguard February 2006 - February 2007
Vanguard February 2000 - February 2006
Vanguard July 1997 - February 2000
Merrill Lynch November 1996 - July 1997
Merrill Lynch August 1994 - November 1996
Skills
ASPPA - Qualified..., FINRA Series 6, FINRA Series 63, Mutual Funds, Series 63, Relationship Management, 401k, Series 6, Financial Services, Securities, Asset Allocation, Project Management, Process Improvement, Management
Education
Indiana University of Pennsylvania 1990 — 1994
Bachelor's degree, Accounting
Todd Koleszar's Merrill Lynch Experience January 2006 - December 2006
Job Treasury Capital Markets Lead Financial Analyst at AT&T
Industry Financial Services
Experience
AT&T March 2013 - Present
AT&T June 2010 - March 2013
Cummins, Inc June 2009 - August 2009
E*TRADE Financial December 2006 - August 2008
Merrill Lynch January 2006 - December 2006
Skills
Capital Markets, Financial Modeling, Financial Analysis, Valuation, Credit, Strategic Financial..., Risk Management, Process Improvement, Forecasting, Banking, Debt Management
Education
University of Illinois at Urbana-Champaign 2008 — 2010
MBA, Finance
Indiana University Bloomington 2000 — 2005
Kinesiology, Sports Communication
AT&T March 2013 - Present
AT&T June 2010 - March 2013
Cummins, Inc June 2009 - August 2009
E*TRADE Financial December 2006 - August 2008
Merrill Lynch January 2006 - December 2006
Skills
Capital Markets, Financial Modeling, Financial Analysis, Valuation, Credit, Strategic Financial..., Risk Management, Process Improvement, Forecasting, Banking, Debt Management
Education
University of Illinois at Urbana-Champaign 2008 — 2010
MBA, Finance
Indiana University Bloomington 2000 — 2005
Kinesiology, Sports Communication
Anthony Latore's Merrill Lynch Experience April 2010 - July 2013
Job Regional Mortgage Sales Manager with First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank February 2015 - Present
PNC Investments July 2013 - February 2015
Merrill Lynch April 2010 - July 2013
Wachovia February 2003 - May 2010
Skills
Securities, Mutual Funds, Investments, Loans, Credit, Investment Advisory, Finance, Mortgage Lending, Retirement Planning, Equities, Series 7, Portfolio Management, Financial Analysis, Financial Services, Strategic Financial..., Management, Customer Service, Asset Management, Credit Analysis, Financial Planning, Sales
Education
Indiana University of Pennsylvania 1994 — 2000
MBA, Global Management
First Niagara Bank February 2015 - Present
PNC Investments July 2013 - February 2015
Merrill Lynch April 2010 - July 2013
Wachovia February 2003 - May 2010
Skills
Securities, Mutual Funds, Investments, Loans, Credit, Investment Advisory, Finance, Mortgage Lending, Retirement Planning, Equities, Series 7, Portfolio Management, Financial Analysis, Financial Services, Strategic Financial..., Management, Customer Service, Asset Management, Credit Analysis, Financial Planning, Sales
Education
Indiana University of Pennsylvania 1994 — 2000
MBA, Global Management
Michael (Home Loan S Kilvanick's Merrill Lynch Experience April 2006 - Present
Job Customer Care Supervisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2006 - Present
Education
Indiana University of Pennsylvania 1997 — 2001
BS, Accouting
Merrill Lynch April 2006 - Present
Education
Indiana University of Pennsylvania 1997 — 2001
BS, Accouting
Marthe McLinden's Merrill Lynch Experience 1997 - 2002
Job Managing Director at Ticonderoga Securities
Industry Financial Services
Experience
Ticonderoga Securities October 2011 - Present
Soleil Securities Corp May 2003 - September 2011
Merrill Lynch 1997 - 2002
Education
Indiana University Bloomington
Ticonderoga Securities October 2011 - Present
Soleil Securities Corp May 2003 - September 2011
Merrill Lynch 1997 - 2002
Education
Indiana University Bloomington
Rebecca Joyce's Merrill Lynch Experience January 2008 - July 2008
Job Supervisor Workforce Management at UPMC
Industry Hospital & Health Care
Experience
UPMC September 2014 - Present
UPMC October 2013 - September 2014
UPMC July 2008 - October 2013
Merrill Lynch January 2008 - July 2008
CVS Caremark Corporation October 2006 - December 2007
CVS Caremark Corporation April 2006 - October 2006
Citizens Bank June 2004 - April 2006
Skills
IEX Total View, Avaya Communication..., Microsoft Excel, Business Analysis, Customer Service, Strategic Planning, PowerPoint, Training, eWFM, Blue Pumpkin, Forecasting, Team Leadership, Workforce Management, Social Networking, Time Management, Team Building, Project Management, Process Improvement, Research
Education
Indiana University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
UPMC September 2014 - Present
UPMC October 2013 - September 2014
UPMC July 2008 - October 2013
Merrill Lynch January 2008 - July 2008
CVS Caremark Corporation October 2006 - December 2007
CVS Caremark Corporation April 2006 - October 2006
Citizens Bank June 2004 - April 2006
Skills
IEX Total View, Avaya Communication..., Microsoft Excel, Business Analysis, Customer Service, Strategic Planning, PowerPoint, Training, eWFM, Blue Pumpkin, Forecasting, Team Leadership, Workforce Management, Social Networking, Time Management, Team Building, Project Management, Process Improvement, Research
Education
Indiana University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ira Braunstein's Merrill Lynch Experience 1991 - 1993
Job Founder & Portfolio Manager, ARI Asset Management
Industry Investment Management
Experience
ARI Asset Management, Registered Investment Advisor 2009 - Present
ING Investment Management 2001 - 2008
ING Capital, LLC 1997 - 2001
The Chase Manhattan Bank 1993 - 1997
Merrill Lynch 1991 - 1993
Mansur & Company 1988 - 1991
Balcor/American Express 1985 - 1988
Ostrow Reisin Berk & Abrams 1983 - 1985
Skills
Investments, Financial Structuring, Capital Markets, Structured Finance, Equities, Fixed Income, Negotiation, Commercial Real Estate, Team Leadership, Risk Management, Credit Risk, Credit Derivatives, Alternative Investments, Private Equity, Hedge Funds, Investment Banking, Principal Investing, Deal Origination, Deal Execution, Bonds, Asset Management, Credit, Bloomberg, Asset Allocation
Education
Northwestern University - Kellogg School of Management
MBA
Indiana University Bloomington
BS
ARI Asset Management, Registered Investment Advisor 2009 - Present
ING Investment Management 2001 - 2008
ING Capital, LLC 1997 - 2001
The Chase Manhattan Bank 1993 - 1997
Merrill Lynch 1991 - 1993
Mansur & Company 1988 - 1991
Balcor/American Express 1985 - 1988
Ostrow Reisin Berk & Abrams 1983 - 1985
Skills
Investments, Financial Structuring, Capital Markets, Structured Finance, Equities, Fixed Income, Negotiation, Commercial Real Estate, Team Leadership, Risk Management, Credit Risk, Credit Derivatives, Alternative Investments, Private Equity, Hedge Funds, Investment Banking, Principal Investing, Deal Origination, Deal Execution, Bonds, Asset Management, Credit, Bloomberg, Asset Allocation
Education
Northwestern University - Kellogg School of Management
MBA
Indiana University Bloomington
BS
Jessie Qian, CFA's Merrill Lynch Experience December 2003 - June 2006
Job Sharp mind | Radiant body
Industry Investment Banking
Experience
Yoga Mala Bloomington August 2014 - Present
Eight Investment Partners September 2010 - February 2014
Macquarie Bank July 2006 - August 2010
Merrill Lynch December 2003 - June 2006
Skills
Financial Modeling, Equity Research, Asset Management, Yoga Instruction
Education
Indiana University Bloomington 2015 — 2021
Doctor of Philosophy (PhD), Social Psychology and Cognitive Science
University of New South Wales 2000 — 2003
Bachelor of Commerce (B.Com.), FINANCE, ECONOMETRICS, DISTINCTION
Yoga Mala Bloomington August 2014 - Present
Eight Investment Partners September 2010 - February 2014
Macquarie Bank July 2006 - August 2010
Merrill Lynch December 2003 - June 2006
Skills
Financial Modeling, Equity Research, Asset Management, Yoga Instruction
Education
Indiana University Bloomington 2015 — 2021
Doctor of Philosophy (PhD), Social Psychology and Cognitive Science
University of New South Wales 2000 — 2003
Bachelor of Commerce (B.Com.), FINANCE, ECONOMETRICS, DISTINCTION
Cyndi Collins's Merrill Lynch Experience 1996 - 2005
Job Complex Administrative Manager at Raymond James
Industry Financial Services
Experience
Raymond James 2012 - Present
American Fidelity 2011 - 2012
NRP Financial 2005 - 2010
Merrill Lynch 1996 - 2005
Education
Indiana Wesleyan University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Raymond James 2012 - Present
American Fidelity 2011 - 2012
NRP Financial 2005 - 2010
Merrill Lynch 1996 - 2005
Education
Indiana Wesleyan University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Jason Hodak's Merrill Lynch Experience July 2009 - February 2011
Job Financial Operations
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Pershing, a BNY Mellon company February 2011 - February 2015
Merrill Lynch July 2009 - February 2011
Merrill Lynch June 2006 - July 2009
Bank of America Merrill Lynch 2004 - 2005
Skills
Series 7, Financial Analysis, Mutual Funds, Financial Services, Series 63, Microsoft Excel, 401k, Retirement, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Financial management and Accounting
Indiana University of Pennsylvania 1997 — 2002
Finance
Bank of America Merrill Lynch June 2015 - Present
Pershing, a BNY Mellon company February 2011 - February 2015
Merrill Lynch July 2009 - February 2011
Merrill Lynch June 2006 - July 2009
Bank of America Merrill Lynch 2004 - 2005
Skills
Series 7, Financial Analysis, Mutual Funds, Financial Services, Series 63, Microsoft Excel, 401k, Retirement, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Financial management and Accounting
Indiana University of Pennsylvania 1997 — 2002
Finance
Barry Cowell's Merrill Lynch Experience Southeast Division VP, Respiratory ServicesSun Healthcare GroupJune 1995 - January 1997
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Southeast Division VP, Respiratory ServicesSun Healthcare GroupJune 1995 - January 1997
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Business Administration
Indiana University Bloomington 1974 — 1978
BA, Biology
Merrill Lynch Southeast Division VP, Respiratory ServicesSun Healthcare GroupJune 1995 - January 1997
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Business Administration
Indiana University Bloomington 1974 — 1978
BA, Biology
Jeff Decker's Merrill Lynch Experience May 2000 - February 2014
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Merrill Lynch May 2000 - February 2014
CoreStates Bank 1987 - 1998
Education
La Salle University 1989 — 1993
Master of Business Administration (MBA), Finance, General
Indiana University of Pennsylvania 1983 — 1987
BS, Consumer Affairs
Morgan Stanley February 2014 - Present
Merrill Lynch May 2000 - February 2014
CoreStates Bank 1987 - 1998
Education
La Salle University 1989 — 1993
Master of Business Administration (MBA), Finance, General
Indiana University of Pennsylvania 1983 — 1987
BS, Consumer Affairs
Ericka Schelstraete-Savage's Merrill Lynch Experience September 2007 - Present
Job Senior Specialist Secondary Marketing at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Trustcorp Mortgage Company October 2002 - November 2006
Education
Indiana University South Bend 1995 — 2000
BS, Applied Mathematics
Merrill Lynch September 2007 - Present
Trustcorp Mortgage Company October 2002 - November 2006
Education
Indiana University South Bend 1995 — 2000
BS, Applied Mathematics
Carla Donina's Merrill Lynch Experience March 1980 - January 2009
Job First Vice President UBS Financial Services Inc Certified Investment Management Analyst
Industry Financial Services
Experience
UBS Financial Services Inc January 2009 - Present
Merrill Lynch March 1980 - January 2009
Education
Indiana University of PA
Bachelor's degree, Business/Finance/Economics
UBS Financial Services Inc January 2009 - Present
Merrill Lynch March 1980 - January 2009
Education
Indiana University of PA
Bachelor's degree, Business/Finance/Economics
Craedel Key's Merrill Lynch Experience July 2007 - February 2009
Job Tactical Project Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2011 - Present
Chase September 2009 - December 2010
Merrill Lynch July 2007 - February 2009
A.G. Edwards June 2006 - July 2007
Lincoln Financial Group December 2004 - April 2006
Lincoln Financial Group March 2002 - December 2004
Lincoln Financial Group June 1999 - March 2002
Education
Indiana Wesleyan University 2011 — 2012
Master of Business Administration (MBA), Management
Indiana University-Purdue University at Fort Wayne
Bachelor of Science (BS), Marketing
Lincoln Financial Group January 2011 - Present
Chase September 2009 - December 2010
Merrill Lynch July 2007 - February 2009
A.G. Edwards June 2006 - July 2007
Lincoln Financial Group December 2004 - April 2006
Lincoln Financial Group March 2002 - December 2004
Lincoln Financial Group June 1999 - March 2002
Education
Indiana Wesleyan University 2011 — 2012
Master of Business Administration (MBA), Management
Indiana University-Purdue University at Fort Wayne
Bachelor of Science (BS), Marketing
Kelly Howard's Merrill Lynch Experience January 1990 - February 2002
Job Financial Advisor
Industry Financial Services
Experience
A.G. Edwards February 2002 - August 2007
Merrill Lynch January 1990 - February 2002
Skills
Series 66, Retirement Planning, Series 7, Retirement Income..., IRA's, Uniform Combined State..., Customer Service, Finance, Estate Planning
Education
Indiana University Bloomington 1981 — 1985
BS, Business
A.G. Edwards February 2002 - August 2007
Merrill Lynch January 1990 - February 2002
Skills
Series 66, Retirement Planning, Series 7, Retirement Income..., IRA's, Uniform Combined State..., Customer Service, Finance, Estate Planning
Education
Indiana University Bloomington 1981 — 1985
BS, Business
VINOD JANNU's Merrill Lynch Experience April 2007 - February 2008
Job Sr Software Engineer at US Tech Solutions
Industry Computer Software
Experience
US Tech Solutions Sr Software Developer
Wachovia Bank March 2008 - April 2009
Merrill Lynch April 2007 - February 2008
Education
Indira Gandhi National Open University 1998 — 1999
Osmania University 1995 — 1999
US Tech Solutions Sr Software Developer
Wachovia Bank March 2008 - April 2009
Merrill Lynch April 2007 - February 2008
Education
Indira Gandhi National Open University 1998 — 1999
Osmania University 1995 — 1999
Lony Chhuon's Merrill Lynch Experience April 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
Fifth Third Bank November 2012 - November 2014
Skills
Microsoft Office, Marketing, Customer Service, Social Media, Marketing Communications, Microsoft Word, PowerPoint, Public Relations, Microsoft Excel, Social Media Marketing, Public Speaking, Sales Management, Sales, Social Networking, Sales Operations
Education
Indiana University South Bend 2006 — 2010
Bachelor of Arts (BA), Mass Communications
Merrill Lynch April 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
Fifth Third Bank November 2012 - November 2014
Skills
Microsoft Office, Marketing, Customer Service, Social Media, Marketing Communications, Microsoft Word, PowerPoint, Public Relations, Microsoft Excel, Social Media Marketing, Public Speaking, Sales Management, Sales, Social Networking, Sales Operations
Education
Indiana University South Bend 2006 — 2010
Bachelor of Arts (BA), Mass Communications
valerie parker-northern's Merrill Lynch Experience September 2009 - July 2011
Job Sr Accountant at Whirlpool Corporation
Industry Financial Services
Experience
Whirlpool Corporation November 2011 - Present
Merrill Lynch September 2009 - July 2011
MKMV Analytics December 2004 - June 2009
Moody's Analytics 2004 - 2009
Skills
Portfolio Management, Fixed Income, Estate Planning, Accounts Payable
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA), Accounting
Jackson State University 1991 — 1995
BA, Finance
Whirlpool Corporation November 2011 - Present
Merrill Lynch September 2009 - July 2011
MKMV Analytics December 2004 - June 2009
Moody's Analytics 2004 - 2009
Skills
Portfolio Management, Fixed Income, Estate Planning, Accounts Payable
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA), Accounting
Jackson State University 1991 — 1995
BA, Finance
Brad Harber CRPC®, CRPS®'s Merrill Lynch Experience 2005 - 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC November 2014 - Present
UBS Wealth Management November 2008 - November 2014
Merrill Lynch 2005 - 2008
Education
Indiana University-Northwest 2002 — 2005
Business Administration
Wells Fargo Advisors LLC November 2014 - Present
UBS Wealth Management November 2008 - November 2014
Merrill Lynch 2005 - 2008
Education
Indiana University-Northwest 2002 — 2005
Business Administration
Rosemary Roberts's Merrill Lynch Experience September 1997 - May 2000
Job VP Client Services at ICMARC
Industry Financial Services
Experience
ICMA-RC Vice PresidentICMA - Retirement Corporation1990 - Present
Merrill Lynch September 1997 - May 2000
National City Bank September 1995 - September 1997
Century National Bank December 1983 - August 1990
Century National Bank 1983 - 1990
Skills
401k, Business Development, Business Requirements, Financial Services, Management, Mutual Funds, Pensions, Series 63, Series 7, Strategy
Education
The George Washington University - School of Business 1983 — 1988
MBA, Organization Behavior & Development
Indiana University of Pennsylvania 1975 — 1979
BS Education, Speech Pathology
Riverside High School
ICMA-RC Vice PresidentICMA - Retirement Corporation1990 - Present
Merrill Lynch September 1997 - May 2000
National City Bank September 1995 - September 1997
Century National Bank December 1983 - August 1990
Century National Bank 1983 - 1990
Skills
401k, Business Development, Business Requirements, Financial Services, Management, Mutual Funds, Pensions, Series 63, Series 7, Strategy
Education
The George Washington University - School of Business 1983 — 1988
MBA, Organization Behavior & Development
Indiana University of Pennsylvania 1975 — 1979
BS Education, Speech Pathology
Riverside High School
David A. Parker's Merrill Lynch Experience February 2010 - January 2011
Job President & CEO at Vladvix, Inc
Industry Capital Markets
Experience
Vladvix, Inc November 2013 - Present
JPMorgan Chase May 2011 - June 2014
Merrill Lynch February 2010 - January 2011
Invesco US August 2009 - February 2010
SunTrust Robinson Humphrey January 2005 - August 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Bloomberg, Equities, Investments, Fixed Income, Mergers & Acquisitions
Education
Rinker School of Business 2005 — 2006
MBA, Finance
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.Sc.), Kinesiology and Exercise Science
Vladvix, Inc November 2013 - Present
JPMorgan Chase May 2011 - June 2014
Merrill Lynch February 2010 - January 2011
Invesco US August 2009 - February 2010
SunTrust Robinson Humphrey January 2005 - August 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Bloomberg, Equities, Investments, Fixed Income, Mergers & Acquisitions
Education
Rinker School of Business 2005 — 2006
MBA, Finance
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.Sc.), Kinesiology and Exercise Science
Lisa Kirschner's Merrill Lynch Experience August 1993 - August 2009
Job Director of Research at Richard Bernstein Advisors LLC
Industry Financial Services
Experience
Richard Bernstein Advisors LLC January 2010 - Present
Merrill Lynch August 1993 - August 2009
Education
Indiana University Bloomington 1979 — 1983
Music
Richard Bernstein Advisors LLC January 2010 - Present
Merrill Lynch August 1993 - August 2009
Education
Indiana University Bloomington 1979 — 1983
Music
David A. Jaicomo's Merrill Lynch Experience January 1987 - July 1993
Job Wealth Manager at Wolfram Capital Management Group
Industry Investment Management
Experience
Wolfrum Capital Management Group April 2014 - Present
RBC Wealth Management, Inc. January 2008 - April 2014
UBS September 1999 - September 2003
Smith Barney July 1993 - September 1999
Merrill Lynch January 1987 - July 1993
Skills
Investments, Retirement Planning, Portfolio Management, Investment Strategies, Equities, Investment Management, Finance, Wealth, Management, ETFs, Bonds, Small Business, Series 7, Wealth Management, Mutual Funds, Series 63, Financial Planning, Personal Finance, Financial Analysis, Strategic Planning
Education
Indiana University Bloomington 1979 — 1983
B.S, School of Public & Environmental Affairs
John Adams High School 1975 — 1979
High School Degree
Wolfrum Capital Management Group April 2014 - Present
RBC Wealth Management, Inc. January 2008 - April 2014
UBS September 1999 - September 2003
Smith Barney July 1993 - September 1999
Merrill Lynch January 1987 - July 1993
Skills
Investments, Retirement Planning, Portfolio Management, Investment Strategies, Equities, Investment Management, Finance, Wealth, Management, ETFs, Bonds, Small Business, Series 7, Wealth Management, Mutual Funds, Series 63, Financial Planning, Personal Finance, Financial Analysis, Strategic Planning
Education
Indiana University Bloomington 1979 — 1983
B.S, School of Public & Environmental Affairs
John Adams High School 1975 — 1979
High School Degree
Kelly Atkinson's Merrill Lynch Experience April 2004 - September 2005
Job Commercial Relationship Manager at Arvest Bank
Industry Banking
Experience
Arvest Bank May 2013 - Present
First Fidelity Bank May 2011 - April 2013
City National Bank February 2010 - June 2011
Merrill Lynch April 2004 - September 2005
JPMorgan Chase April 1996 - April 2004
Horizon Bank July 1992 - December 1995
Horizon Bank March 1989 - April 1991
Skills
Banking, Loans, Insurance, Financial Planning, Sales Management, Credit, Investments, Credit Analysis, Strategic Financial..., Cash Management, Commercial Lending, Series 7, Investment Advisory, Consumer Lending, Commercial Banking, Customer Service, Finance, Leadership, Mortgage Lending, Retail Banking, Small Business Lending, Treasury Management
Education
Indiana Wesleyan University 1999 — 2001
Bachelor of Science, Business Administration
Duncan High School
Arvest Bank May 2013 - Present
First Fidelity Bank May 2011 - April 2013
City National Bank February 2010 - June 2011
Merrill Lynch April 2004 - September 2005
JPMorgan Chase April 1996 - April 2004
Horizon Bank July 1992 - December 1995
Horizon Bank March 1989 - April 1991
Skills
Banking, Loans, Insurance, Financial Planning, Sales Management, Credit, Investments, Credit Analysis, Strategic Financial..., Cash Management, Commercial Lending, Series 7, Investment Advisory, Consumer Lending, Commercial Banking, Customer Service, Finance, Leadership, Mortgage Lending, Retail Banking, Small Business Lending, Treasury Management
Education
Indiana Wesleyan University 1999 — 2001
Bachelor of Science, Business Administration
Duncan High School
Gregory Sobecki's Merrill Lynch Experience March 2000 - February 2002
Job Operations Manager
Industry Hospital & Health Care
Experience
Brown Mackie College December 2014 - July 2015
Mobile Health Care Inc. April 2012 - November 2014
Surface Revival LLC January 2012 - January 2013
Mobile Healthcare Inc. September 2009 - January 2012
International BioResources, LLC October 2008 - August 2009
Memorial Hospital February 2002 - March 2008
Merrill Lynch March 2000 - February 2002
Memorial Hospital June 1997 - February 2000
St. Joseph Medical Center October 1994 - June 1997
AFDent Dental Services September 1990 - October 1994
Skills
Healthcare Management, Leadership, Start-ups, Process Improvement, Budgets, Microsoft Office, Program Management, Hospitals, Team Building, Microsoft Word, Strategic Planning, Team Leadership, Healthcare, Negotiation, Customer Satisfaction
Education
University of Notre Dame 1986 — 1988
MSA, Administration
Western Michigan University 1982 — 1984
BS, Allied Health Management
Indiana University South Bend 1973 — 1975
AS, Radiologic Technology
Brown Mackie College December 2014 - July 2015
Mobile Health Care Inc. April 2012 - November 2014
Surface Revival LLC January 2012 - January 2013
Mobile Healthcare Inc. September 2009 - January 2012
International BioResources, LLC October 2008 - August 2009
Memorial Hospital February 2002 - March 2008
Merrill Lynch March 2000 - February 2002
Memorial Hospital June 1997 - February 2000
St. Joseph Medical Center October 1994 - June 1997
AFDent Dental Services September 1990 - October 1994
Skills
Healthcare Management, Leadership, Start-ups, Process Improvement, Budgets, Microsoft Office, Program Management, Hospitals, Team Building, Microsoft Word, Strategic Planning, Team Leadership, Healthcare, Negotiation, Customer Satisfaction
Education
University of Notre Dame 1986 — 1988
MSA, Administration
Western Michigan University 1982 — 1984
BS, Allied Health Management
Indiana University South Bend 1973 — 1975
AS, Radiologic Technology
Susan Rimmer's Merrill Lynch Experience January 2002 - June 2009
Job Managing Director & Global Head, Debt Capital Markets at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets November 2014 - Present
CIBC World Markets June 2009 - Present
Merrill Lynch January 2002 - June 2009
Merrill Lynch 1997 - 2002
Merrill Lynch 1994 - 1997
Export Development Corporation June 1989 - December 1992
Skills
Bonds, Capital Markets, Corporate Finance, Finance, Financial Institutions, Financial Markets, Fixed Income
Education
INSEAD 1993 — 1993
MBA, Finance
Queen's University 1984 — 1988
Honours BA
CIBC World Markets November 2014 - Present
CIBC World Markets June 2009 - Present
Merrill Lynch January 2002 - June 2009
Merrill Lynch 1997 - 2002
Merrill Lynch 1994 - 1997
Export Development Corporation June 1989 - December 1992
Skills
Bonds, Capital Markets, Corporate Finance, Finance, Financial Institutions, Financial Markets, Fixed Income
Education
INSEAD 1993 — 1993
MBA, Finance
Queen's University 1984 — 1988
Honours BA
Elaine Kendell's Merrill Lynch Experience April 2007 - Present
Job Merrill Lynch Financial Advisor, Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Whirlpool Corporation 2000 - 2006
Barnes & Thornburg LLP 1994 - 2000
Baker & Daniels 1993 - 1994
Education
Indiana University South Bend 2004 — 2011
MBA, Finance
Merrill Lynch April 2007 - Present
Whirlpool Corporation 2000 - 2006
Barnes & Thornburg LLP 1994 - 2000
Baker & Daniels 1993 - 1994
Education
Indiana University South Bend 2004 — 2011
MBA, Finance
Jason Graeb, C(k)P®'s Merrill Lynch Experience 2002 - 2004
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
MassMutual Financial Group January 2013 - February 2015
The Hartford August 2008 - January 2013
AllianceBernstein 2006 - 2008
Travelers Life & Annuity 2004 - 2006
Merrill Lynch 2002 - 2004
Datek Online January 2000 - January 2002
Skills
Profit Sharing, Series 7, Retirement, Retirement Planning, Pensions, C(k)P®, Sales, Consulting, Cash Balance, Series 63, 401k, Mutual Funds, Investments, Financial Advisory, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Planners, Retirement Plan..., Wealth Management, Series 65, Series 6
Education
Indiana University of Pennsylvania 1994 — 1998
BA, Finance
JPMorgan Chase & Co. February 2015 - Present
MassMutual Financial Group January 2013 - February 2015
The Hartford August 2008 - January 2013
AllianceBernstein 2006 - 2008
Travelers Life & Annuity 2004 - 2006
Merrill Lynch 2002 - 2004
Datek Online January 2000 - January 2002
Skills
Profit Sharing, Series 7, Retirement, Retirement Planning, Pensions, C(k)P®, Sales, Consulting, Cash Balance, Series 63, 401k, Mutual Funds, Investments, Financial Advisory, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Planners, Retirement Plan..., Wealth Management, Series 65, Series 6
Education
Indiana University of Pennsylvania 1994 — 1998
BA, Finance
William Cannon's Merrill Lynch Experience June 1998 - January 2001
Job Managing Principal Financial Strategy Architects and General Agent for Ohio National Financial Services
Industry Financial Services
Experience
Financial Strategy Architects, LLC July 2009 - Present
Ohio National Financial Services July 2009 - Present
The Wellington Companies December 2002 - September 2008
The Guardian Life Insurance Company of America December 2002 - March 2007
MetroNetworks Westwood One June 2001 - May 2003
Merrill Lynch June 1998 - January 2001
Skills
Retirement, Life Insurance, Retirement Planning, Fixed Annuities, Strategic Financial..., Insurance, Investments, Disability Insurance, Financial Analysis, Variable Annuities, Estate Planning, Series 7, Business Planning, Strategic Planning, Financial Services, Wealth Management, Financial Planners, Whole Life, Leadership Development, Series 24, Series 65
Education
Indiana University-Purdue University at Indianapolis 1992 — 1997
Bachelors, Criminal Justice and Business Concentration
North Central High School 1988 — 1992
Financial Strategy Architects, LLC July 2009 - Present
Ohio National Financial Services July 2009 - Present
The Wellington Companies December 2002 - September 2008
The Guardian Life Insurance Company of America December 2002 - March 2007
MetroNetworks Westwood One June 2001 - May 2003
Merrill Lynch June 1998 - January 2001
Skills
Retirement, Life Insurance, Retirement Planning, Fixed Annuities, Strategic Financial..., Insurance, Investments, Disability Insurance, Financial Analysis, Variable Annuities, Estate Planning, Series 7, Business Planning, Strategic Planning, Financial Services, Wealth Management, Financial Planners, Whole Life, Leadership Development, Series 24, Series 65
Education
Indiana University-Purdue University at Indianapolis 1992 — 1997
Bachelors, Criminal Justice and Business Concentration
North Central High School 1988 — 1992
Josh Bittinger's Merrill Lynch Experience May 2006 - December 2006
Job Union Apprentice Electrician
Industry Construction
Experience
IBEW Local 481 February 2012 - Present
TD Ameritrade December 2007 - January 2009
Merrill Lynch May 2006 - December 2006
State Farm Insurance March 1999 - July 2000
Peace Corps July 1998 - November 1998
Education
Indiana University Robert H. McKinney School of Law 2009 — 2011
Indiana University Bloomington 1992 — 1998
B.A., English, History, Psychology
IBEW Local 481 February 2012 - Present
TD Ameritrade December 2007 - January 2009
Merrill Lynch May 2006 - December 2006
State Farm Insurance March 1999 - July 2000
Peace Corps July 1998 - November 1998
Education
Indiana University Robert H. McKinney School of Law 2009 — 2011
Indiana University Bloomington 1992 — 1998
B.A., English, History, Psychology
Michelle Hodgson's Merrill Lynch Experience 1999 - 2003
Job Recruitment Coordinator at Mercy Health (formerly Catholic Health Partners)
Industry Hospital & Health Care
Experience
Mercy Health (formerly Catholic Health Partners) April 2015 - Present
ELUS Company 2012 - April 2015
Ralph J. Stolle Countryside YMCA 2006 - 2011
The Pampered Chef 2004 - 2007
Merrill Lynch 1999 - 2003
Skills
Customer Service, Training, Leadership Development, Team Building, Event Planning, Marketing, Public Speaking, Human Resources, Microsoft Office, Website Development, Accounts Receivable, Project Management, PowerPoint, Employee Training, Sales Management, Microsoft Word, Interviews, Organizational..., Event Management, Technical Writing, Performance Management, Process Improvement, Recruiting, Coaching, Outlook, Teamwork, Hiring, Leadership, Customer Satisfaction, Team Leadership, Management, Microsoft Excel, Contract Negotiation, Nonprofits, Strategic Planning, Fundraising, Social Media, New Business Development
Education
Indiana Wesleyan University
Bachelor of Science Management, Management, 4.0
Mercy Health (formerly Catholic Health Partners) April 2015 - Present
ELUS Company 2012 - April 2015
Ralph J. Stolle Countryside YMCA 2006 - 2011
The Pampered Chef 2004 - 2007
Merrill Lynch 1999 - 2003
Skills
Customer Service, Training, Leadership Development, Team Building, Event Planning, Marketing, Public Speaking, Human Resources, Microsoft Office, Website Development, Accounts Receivable, Project Management, PowerPoint, Employee Training, Sales Management, Microsoft Word, Interviews, Organizational..., Event Management, Technical Writing, Performance Management, Process Improvement, Recruiting, Coaching, Outlook, Teamwork, Hiring, Leadership, Customer Satisfaction, Team Leadership, Management, Microsoft Excel, Contract Negotiation, Nonprofits, Strategic Planning, Fundraising, Social Media, New Business Development
Education
Indiana Wesleyan University
Bachelor of Science Management, Management, 4.0
Cheryl Saucedo's Merrill Lynch Experience January 1999 - January 2000
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - October 2012
Liger Capital Advisors, Inc January 2011 - January 2012
Wells Fargo Advisors – Wachovia Securities January 2000 - January 2011
Wachovia, A Wells Fargo Company March 1983 - October 2009
Merrill Lynch January 1999 - January 2000
Prudential Securities January 1984 - January 1999
Skills
Series 7, Excel, Word, Compliance, Securities, Insurance, Customer Relations, Risk Management, Customer Service, Executive Management, Outlook, Microsoft Office, Problem Solving, Notary Public, Risk, Financial Management, Annuities, Supervisory Skills, Operations Management, Hiring, Coaching, Series 9, Series 10, series 63, Life and Health Ins., Fixed Annuities, Recruiting
Education
Indiana University—Purdue University Fort Wayne 1978 — 1980
Business
Wells Fargo Advisors June 2012 - October 2012
Liger Capital Advisors, Inc January 2011 - January 2012
Wells Fargo Advisors – Wachovia Securities January 2000 - January 2011
Wachovia, A Wells Fargo Company March 1983 - October 2009
Merrill Lynch January 1999 - January 2000
Prudential Securities January 1984 - January 1999
Skills
Series 7, Excel, Word, Compliance, Securities, Insurance, Customer Relations, Risk Management, Customer Service, Executive Management, Outlook, Microsoft Office, Problem Solving, Notary Public, Risk, Financial Management, Annuities, Supervisory Skills, Operations Management, Hiring, Coaching, Series 9, Series 10, series 63, Life and Health Ins., Fixed Annuities, Recruiting
Education
Indiana University—Purdue University Fort Wayne 1978 — 1980
Business
Andrew Quinet's Merrill Lynch Experience May 2011 - August 2011
Job Associate Portfolio Manager at Legal & General Investment Management America
Industry Investment Management
Experience
Legal & General Investment Management America April 2015 - Present
4086 Advisors May 2012 - April 2015
Merrill Lynch May 2011 - August 2011
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Finance
Legal & General Investment Management America April 2015 - Present
4086 Advisors May 2012 - April 2015
Merrill Lynch May 2011 - August 2011
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Finance
Jack Poland's Merrill Lynch Experience May 2008 - October 2010
Job Director of Sales & Development at Fredericksburg Area Soccer Association
Industry Nonprofit Organization Management
Experience
Fredericksburg Area Soccer Association October 2010 - Present
Merrill Lynch May 2008 - October 2010
Smith Barney December 2000 - May 2008
UNC Greensboro January 1983 - January 2000
Education
Indiana University Bloomington 1978 — 1981
MS, Physical Education
Messiah College 1975 — 1978
BS, Physical Education
Fredericksburg Area Soccer Association October 2010 - Present
Merrill Lynch May 2008 - October 2010
Smith Barney December 2000 - May 2008
UNC Greensboro January 1983 - January 2000
Education
Indiana University Bloomington 1978 — 1981
MS, Physical Education
Messiah College 1975 — 1978
BS, Physical Education
Mike Waverka's Merrill Lynch Experience 2006 - 2009
Job Financial Sales & Business Development Consultant
Industry Financial Services
Experience
United Retirement Plan Consultants March 2011 - November 2011
Citizens Investment Services 2010 - 2011
Investment Services at Sovereign Bank 2009 - 2010
Merrill Lynch 2006 - 2009
PNC Investments 2005 - 2006
Comprehensive Financial Associates 1996 - 2006
Education
Indiana University of Pennsylvania
BS Marketing
United Retirement Plan Consultants March 2011 - November 2011
Citizens Investment Services 2010 - 2011
Investment Services at Sovereign Bank 2009 - 2010
Merrill Lynch 2006 - 2009
PNC Investments 2005 - 2006
Comprehensive Financial Associates 1996 - 2006
Education
Indiana University of Pennsylvania
BS Marketing
Ken Olds, MBA's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Helping Hand Financial, LLC January 2009 - 2012
T-Mobile July 2009 - September 2011
Enterprise Rent-A-Car January 2004 - July 2009
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Personal Financial..., Sales Management, Strategic Planning, Team Building, Marketing, Customer Service, Budgets, Marketing Strategy, New Business Development, Financial Analysis, Management, Leadership, Insurance, Small Business, Banking, Finance, Process Improvement, Uniform Combined State...
Education
Indiana Wesleyan University 2006 — 2008
Masters of Business Administration
The University of Tennessee at Chattanooga 2000 — 2005
Bachelor of Science, Business Marketing
Merrill Lynch May 2012 - Present
Helping Hand Financial, LLC January 2009 - 2012
T-Mobile July 2009 - September 2011
Enterprise Rent-A-Car January 2004 - July 2009
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Personal Financial..., Sales Management, Strategic Planning, Team Building, Marketing, Customer Service, Budgets, Marketing Strategy, New Business Development, Financial Analysis, Management, Leadership, Insurance, Small Business, Banking, Finance, Process Improvement, Uniform Combined State...
Education
Indiana Wesleyan University 2006 — 2008
Masters of Business Administration
The University of Tennessee at Chattanooga 2000 — 2005
Bachelor of Science, Business Marketing
John Figueroa's Merrill Lynch Experience April 1995 - June 2012
Job Fixed Income Portfolio Accounting Anayst (Contractor) at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman LLC May 2013 - Present
Neuberger Berman May 2013 - Present
Merrill Lynch April 1995 - June 2012
Pershing February 1991 - April 1995
First Options October 1988 - February 1991
Pershing March 1986 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, AS400 system, TRACQS, Encore, PowerPoint, 10 Key, OATS, Options, Outlook, Account Reconciliation, Securities, Equities, Portia, Wall Street Office
Education
Indiana University-Northwest 1989 — 1990
Business/Commerce, General
Bishop Noll Institute 1983 — 1985
St. Lawrence Seminary 1981 — 1983
Neuberger Berman LLC May 2013 - Present
Neuberger Berman May 2013 - Present
Merrill Lynch April 1995 - June 2012
Pershing February 1991 - April 1995
First Options October 1988 - February 1991
Pershing March 1986 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, AS400 system, TRACQS, Encore, PowerPoint, 10 Key, OATS, Options, Outlook, Account Reconciliation, Securities, Equities, Portia, Wall Street Office
Education
Indiana University-Northwest 1989 — 1990
Business/Commerce, General
Bishop Noll Institute 1983 — 1985
St. Lawrence Seminary 1981 — 1983
Edwin T. Atkin's Merrill Lynch Experience June 1990 - March 2013
Job Manager, The Spenco Farms LP
Industry Farming
Experience
Merrill Lynch June 1990 - March 2013
Education
Indiana University Bloomington 1964 — 1968
Bachelor of Applied Science (BASc), Geology
Merrill Lynch June 1990 - March 2013
Education
Indiana University Bloomington 1964 — 1968
Bachelor of Applied Science (BASc), Geology
Kevin Kavanaugh's Merrill Lynch Experience 1983 - 1989
Job President and Chief Investment Officer at The1911 Trust Company
Industry Investment Management
Experience
The 1911 Trust Company 2007 - Present
Emerald Capital, LLC 2003 - 2006
CD Enterprises, 1997 - 2002
RCI 1993 - 1996
RCI 1989 - 1992
Merrill Lynch 1983 - 1989
Skills
Asset Managment, Asset Allocation, Alternative Investments, Portfolio Management, Investments, Equities, Hedge Funds, Investment Strategies, Wealth Management, Investment Management, Fixed Income, Investment Advisory, Mutual Funds, ETFs, Tactical Asset..., Value Investing, Private Equity, Securities, Equity Research
Education
University of Chicago GSB 1998 — 2000
Master of Business Administration (MBA)
Indiana University Bloomington 1975 — 1979
Bachelor of Science (BS), Finance, General
The 1911 Trust Company 2007 - Present
Emerald Capital, LLC 2003 - 2006
CD Enterprises, 1997 - 2002
RCI 1993 - 1996
RCI 1989 - 1992
Merrill Lynch 1983 - 1989
Skills
Asset Managment, Asset Allocation, Alternative Investments, Portfolio Management, Investments, Equities, Hedge Funds, Investment Strategies, Wealth Management, Investment Management, Fixed Income, Investment Advisory, Mutual Funds, ETFs, Tactical Asset..., Value Investing, Private Equity, Securities, Equity Research
Education
University of Chicago GSB 1998 — 2000
Master of Business Administration (MBA)
Indiana University Bloomington 1975 — 1979
Bachelor of Science (BS), Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank