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
Michael Trahan Michael Trahan's Merrill Lynch Experience January 1990 - May 1999
Job Senior Vice President UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 1999 - Present
Merrill Lynch January 1990 - May 1999
Education
Lamar University
Bachelor of Business Administration (BBA), Finance
UBS Financial Services Inc. May 1999 - Present
Merrill Lynch January 1990 - May 1999
Education
Lamar University
Bachelor of Business Administration (BBA), Finance
Lann Ellis's Merrill Lynch Experience January 2010 - May 2010
Job Account Manager at Signicast Investment Castings
Industry Mechanical or Industrial Engineering
Experience
Signicast Investment Castings August 2014 - Present
Lake Shore Lacrosse August 2010 - Present
Cimphoni January 2014 - August 2014
QuadMed LLC August 2010 - December 2013
American TV May 2008 - July 2010
Merrill Lynch January 2010 - May 2010
Lake Forest College August 2008 - May 2010
Marshall and Ilsley Bank May 2007 - August 2007
Habitat for Humanity June 2005 - September 2005
Skills
Sales, CRM, Customer Service, Social Media, Market Research, Training, Salesforce.com, Direct Mail, Project Management, Business Development, Marketing, Offset Printing, Microsoft Excel, Leadership, Microsoft Office, Learning Quickly, Technical Support, Sales Process, Account Management, Marketing Communications, Windows, Mac OS, Adobe Captivate, Microsoft CRM, Technical Training, Advertising, Sales Operations, SaaS, Product Management, Lead Generation, Cloud Computing
Education
Lake Forest College 2006 — 2010
Bachelor of Arts, Business
Richmond, The American International University in London 2009 — 2009
Bachelors of Arts in Business, Business
Whitefish Bay High School 2002 — 2006
High School Diploma, Standard
Salesforce.com Wisconsin User Group
Signicast Investment Castings August 2014 - Present
Lake Shore Lacrosse August 2010 - Present
Cimphoni January 2014 - August 2014
QuadMed LLC August 2010 - December 2013
American TV May 2008 - July 2010
Merrill Lynch January 2010 - May 2010
Lake Forest College August 2008 - May 2010
Marshall and Ilsley Bank May 2007 - August 2007
Habitat for Humanity June 2005 - September 2005
Skills
Sales, CRM, Customer Service, Social Media, Market Research, Training, Salesforce.com, Direct Mail, Project Management, Business Development, Marketing, Offset Printing, Microsoft Excel, Leadership, Microsoft Office, Learning Quickly, Technical Support, Sales Process, Account Management, Marketing Communications, Windows, Mac OS, Adobe Captivate, Microsoft CRM, Technical Training, Advertising, Sales Operations, SaaS, Product Management, Lead Generation, Cloud Computing
Education
Lake Forest College 2006 — 2010
Bachelor of Arts, Business
Richmond, The American International University in London 2009 — 2009
Bachelors of Arts in Business, Business
Whitefish Bay High School 2002 — 2006
High School Diploma, Standard
Salesforce.com Wisconsin User Group
Karen Eshliman Karen Eshliman's Merrill Lynch Experience January 2001 - January 2002
Job Executive Assistant at Kilpatrick Operating LLC
Industry Executive Office
Experience
Kilpatrick Operating LLC January 2014 - Present
Alere, Inc. August 2012 - January 2014
Alere, Inc. April 2010 - August 2012
LabAdvantage LLC/LabMD (Start Up) September 2003 - February 2010
UBS January 2002 - September 2003
Merrill Lynch January 2001 - January 2002
Merrill Lynch September 1991 - December 2001
Skills
Process Improvement, Strategic Financial..., Strategic Planning, Finance, Financial Reporting, Accounting, Cash Management, Executive..., Human Resources, Forecasting, Compliance, Change Management, PeopleSoft, Data Analysis, Financial Services, Executive Level..., QuickBooks, Office Management, Office Administration, ADP, Sales, Training, Marketing, Payroll, Customer Service, Leadership, Healthcare, Account Management, Microsoft Office, Management
Education
Lamar University
South Park HS
Kilpatrick Operating LLC January 2014 - Present
Alere, Inc. August 2012 - January 2014
Alere, Inc. April 2010 - August 2012
LabAdvantage LLC/LabMD (Start Up) September 2003 - February 2010
UBS January 2002 - September 2003
Merrill Lynch January 2001 - January 2002
Merrill Lynch September 1991 - December 2001
Skills
Process Improvement, Strategic Financial..., Strategic Planning, Finance, Financial Reporting, Accounting, Cash Management, Executive..., Human Resources, Forecasting, Compliance, Change Management, PeopleSoft, Data Analysis, Financial Services, Executive Level..., QuickBooks, Office Management, Office Administration, ADP, Sales, Training, Marketing, Payroll, Customer Service, Leadership, Healthcare, Account Management, Microsoft Office, Management
Education
Lamar University
South Park HS
Charan Khurana, CFP®, MBA Charan Khurana, CFP®, MBA's Merrill Lynch Experience May 2004 - February 2008
Job Financial Adviser Specializing in Lifetime Income Strategies, Financial, Business and Estate Planning
Industry Financial Services
Experience
Eagle Strategies, LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
USAA February 2008 - June 2012
Merrill Lynch May 2004 - February 2008
Shiva Consulting Services 2002 - 2004
EDS Group 2001 - 2002
Gemini Voice Solutions/Novo Networks September 2000 - October 2001
Telecom Technolgies, Inc November 1999 - September 2000
Cisco Systems March 1998 - November 1999
IBM September 1978 - February 1998
Skills
Estate Planning, Gifting Strategies, Wealth Preservation..., Multi-Generational..., 401(k) Rollovers, Protection..., Insurance, Annuity Sales, Legacies, Thought Leadership, Key Person Protection, Retirement Planning, Succession Planning, Investments
Education
University of Missouri-Saint Louis 1982 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
University of Michigan 1979 — 1980
Masters of Science, Electrical and Electronics Engineering
University of Michigan-Dearborn 1976 — 1978
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Lawrence Technological University 1974 — 1976
Electrical and Electronics Engineering
Sardar Patel Vidyalaya 1963 — 1974
Eagle Strategies, LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
USAA February 2008 - June 2012
Merrill Lynch May 2004 - February 2008
Shiva Consulting Services 2002 - 2004
EDS Group 2001 - 2002
Gemini Voice Solutions/Novo Networks September 2000 - October 2001
Telecom Technolgies, Inc November 1999 - September 2000
Cisco Systems March 1998 - November 1999
IBM September 1978 - February 1998
Skills
Estate Planning, Gifting Strategies, Wealth Preservation..., Multi-Generational..., 401(k) Rollovers, Protection..., Insurance, Annuity Sales, Legacies, Thought Leadership, Key Person Protection, Retirement Planning, Succession Planning, Investments
Education
University of Missouri-Saint Louis 1982 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
University of Michigan 1979 — 1980
Masters of Science, Electrical and Electronics Engineering
University of Michigan-Dearborn 1976 — 1978
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Lawrence Technological University 1974 — 1976
Electrical and Electronics Engineering
Sardar Patel Vidyalaya 1963 — 1974
Hasham Toor Hasham Toor's Merrill Lynch Experience January 2013 - January 2014
Job Strategic Product Planner at Ositech Communications Inc
Industry Program Development
Experience
Ositech Communications Inc January 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - September 2014
Merrill Lynch January 2013 - January 2014
Ositech Communications Inc June 2013 - August 2013
Skills
International..., Policy Analysis, Politics, Qualitative Research, Research, Public Policy, Economics, Business Strategy, Microsoft Office, Project Management, International Relations, Report Writing, Management, Strategic Planning, Microsoft Excel, Business Planning, Entrepreneurship, Financial Analysis, Marketing, Strategy, Policy, Program Evaluation, Public Speaking, Economic Development, Nonprofits, Microsoft Publisher, Microsoft Word, PowerPoint, Web Content Management, Business Analysis, Global Business Planning, Sustainability, Product Development, Product Design, Diplomacy, Blue Ocean Strategy, Bootstrapping, Website Updating, Creative..., Creativity, Leadership, Analysis, Teamwork, Feasibility Studies
Education
University of South Florida 2013 — 2014
Master of Science (M.Sc.), Entrepreneurship in Applied Technologies, 3.90 GPA
Lahore University of Management Sciences 2006 — 2011
Bachelor of Science (BSc), Political Science, International Relations, Economics, (Hons.)
St. Marys Academy 1998 — 2006
Coursera
Ositech Communications Inc January 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - September 2014
Merrill Lynch January 2013 - January 2014
Ositech Communications Inc June 2013 - August 2013
Skills
International..., Policy Analysis, Politics, Qualitative Research, Research, Public Policy, Economics, Business Strategy, Microsoft Office, Project Management, International Relations, Report Writing, Management, Strategic Planning, Microsoft Excel, Business Planning, Entrepreneurship, Financial Analysis, Marketing, Strategy, Policy, Program Evaluation, Public Speaking, Economic Development, Nonprofits, Microsoft Publisher, Microsoft Word, PowerPoint, Web Content Management, Business Analysis, Global Business Planning, Sustainability, Product Development, Product Design, Diplomacy, Blue Ocean Strategy, Bootstrapping, Website Updating, Creative..., Creativity, Leadership, Analysis, Teamwork, Feasibility Studies
Education
University of South Florida 2013 — 2014
Master of Science (M.Sc.), Entrepreneurship in Applied Technologies, 3.90 GPA
Lahore University of Management Sciences 2006 — 2011
Bachelor of Science (BSc), Political Science, International Relations, Economics, (Hons.)
St. Marys Academy 1998 — 2006
Coursera
Alex Lyubarsky Alex Lyubarsky's Merrill Lynch Experience April 1996 - November 1996
Job Director at UBS
Industry Information Technology and Services
Experience
UBS February 2014 - Present
UBS November 1996 - February 2014
Merrill Lynch April 1996 - November 1996
Smith Barney January 1996 - March 1996
DTC - Depository Trust Company January 1995 - January 1996
Skills
Analytical Chemistry, Military Aviation, Programming, Software Development, Software Project..., Mainframe, DB2,..., Team Management, Databases, Requirements Analysis, Agile Methodologies, IT Strategy, SOA, SDLC, Analysis, Data Modeling, Requirements Gathering
Education
Global Institute of Technology, New York 1993 — 1994
Advanced DB2 Database
Military College of Aviation 1977 — 1978
Associate in Aircraft Computers, Aircraft computers: Programming, maintenance, support.
University of Latvia 1968 — 1973
UBS February 2014 - Present
UBS November 1996 - February 2014
Merrill Lynch April 1996 - November 1996
Smith Barney January 1996 - March 1996
DTC - Depository Trust Company January 1995 - January 1996
Skills
Analytical Chemistry, Military Aviation, Programming, Software Development, Software Project..., Mainframe, DB2,..., Team Management, Databases, Requirements Analysis, Agile Methodologies, IT Strategy, SOA, SDLC, Analysis, Data Modeling, Requirements Gathering
Education
Global Institute of Technology, New York 1993 — 1994
Advanced DB2 Database
Military College of Aviation 1977 — 1978
Associate in Aircraft Computers, Aircraft computers: Programming, maintenance, support.
University of Latvia 1968 — 1973
Silvia Coste Silvia Coste's Merrill Lynch Experience 1988 - August 1997
Job Purchasing II at City of Orlando
Industry Financial Services
Experience
City of Orlando 2014 - Present
Orange County Clerk of Court October 1997 - October 2013
Merrill Lynch 1988 - August 1997
Skills
Purchasing, Inventory Management, Process Improvement, Customer Service, Access, Outlook, PowerPoint, Microsoft Excel, Government, Microsoft Word, Team Leadership, Contract Negotiation, Training, Munis/Tyler Financial..., Accounting, Customer Experience, Procurement, Paradox, Research, Supervisory Skills, Fixed Assets, Capital Equipment, Financial Accounting, Accounts Receivable, Account Reconciliation, Inventory Control, Purchase Orders, Purchasing Negotiation, Credit Management, Construction Contracts
Education
LaGuardia Community College 1985 — 1987
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Rollins College
Seeking a Bachelor's degree, Organizational Behavior Studies
City of Orlando 2014 - Present
Orange County Clerk of Court October 1997 - October 2013
Merrill Lynch 1988 - August 1997
Skills
Purchasing, Inventory Management, Process Improvement, Customer Service, Access, Outlook, PowerPoint, Microsoft Excel, Government, Microsoft Word, Team Leadership, Contract Negotiation, Training, Munis/Tyler Financial..., Accounting, Customer Experience, Procurement, Paradox, Research, Supervisory Skills, Fixed Assets, Capital Equipment, Financial Accounting, Accounts Receivable, Account Reconciliation, Inventory Control, Purchase Orders, Purchasing Negotiation, Credit Management, Construction Contracts
Education
LaGuardia Community College 1985 — 1987
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Rollins College
Seeking a Bachelor's degree, Organizational Behavior Studies
Marina Iakovleva Marina Iakovleva's Merrill Lynch Experience November 1997 - December 2000
Job Fulton Financial Advisors | Raymond James
Industry Financial Services
Experience
Fulton Financial Advisors Raymond James 2014 - Present
College Nannies and Tutors December 2014 - Present
Morgan Stanley June 2013 - June 2014
Deloitte & Touche LLP December 2000 - September 2012
Merrill Lynch November 1997 - December 2000
Skills
Finance, Wealth Management, Risk Management, Strategic Planning, Investments, Financial Reporting, Financial Modeling, Database Design, System Architecture, IT Project..., IT Project & Program...
Education
Latvijas Universitate
Bachelor's degree, Economics and Finance
Fulton Financial Advisors Raymond James 2014 - Present
College Nannies and Tutors December 2014 - Present
Morgan Stanley June 2013 - June 2014
Deloitte & Touche LLP December 2000 - September 2012
Merrill Lynch November 1997 - December 2000
Skills
Finance, Wealth Management, Risk Management, Strategic Planning, Investments, Financial Reporting, Financial Modeling, Database Design, System Architecture, IT Project..., IT Project & Program...
Education
Latvijas Universitate
Bachelor's degree, Economics and Finance
Michael Reeder's Merrill Lynch Experience May 2012 - August 2012
Job Financial Analyst at Harris Corporation
Industry Financial Services
Experience
Harris Corporation September 2015 - Present
Liberty University April 2014 - September 2015
Liberty University January 2013 - March 2014
Liberty University August 2010 - December 2012
Village of Tequesta Parks and Rec June 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Stafast Products Inc August 2008 - August 2011
Skills
Finance, Java, C#, Microsoft Excel, Access, Microsoft Word, PowerPoint, Databases, Computer Hardware, Inventory Management, Business Process..., Data Analysis, Microsoft Office
Education
Liberty University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Liberty University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lake Erie College 2008 — 2010
Harris Corporation September 2015 - Present
Liberty University April 2014 - September 2015
Liberty University January 2013 - March 2014
Liberty University August 2010 - December 2012
Village of Tequesta Parks and Rec June 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Stafast Products Inc August 2008 - August 2011
Skills
Finance, Java, C#, Microsoft Excel, Access, Microsoft Word, PowerPoint, Databases, Computer Hardware, Inventory Management, Business Process..., Data Analysis, Microsoft Office
Education
Liberty University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Liberty University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lake Erie College 2008 — 2010
Scott Blundo Scott Blundo's Merrill Lynch Experience November 1999 - June 2001
Job Owner at Rustic stone & garden design
Industry Construction
Experience
Rustic stone & garden design February 2010 - Present
Natt King Stoneworks August 2001 - January 2010
Merrill Lynch November 1999 - June 2001
Skills
Landscape Design, Fireplace construction, Stone masonry, Garden Design, Green Building, Masonry, Garden, Patios, Walls, Stonework, Fireplaces, Renovation
Education
United States Naval Academy 1988 — 1992
Bachelor of Science, Ocean Engineering
Lafayette College 1986 — 1987
Rustic stone & garden design February 2010 - Present
Natt King Stoneworks August 2001 - January 2010
Merrill Lynch November 1999 - June 2001
Skills
Landscape Design, Fireplace construction, Stone masonry, Garden Design, Green Building, Masonry, Garden, Patios, Walls, Stonework, Fireplaces, Renovation
Education
United States Naval Academy 1988 — 1992
Bachelor of Science, Ocean Engineering
Lafayette College 1986 — 1987
Angela R. Miller's Merrill Lynch Experience 2010 - Present
Job Glasband,Stempel & Associates, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Morgan Stanley Smith Barney November 2001 - August 2010
Skills
Wealth Management, Banking, Mutual Funds, Asset Management, Asset Allocation, Investments, Portfolio Management, Securities, Retirement Planning, Series 63
Education
Lambuth University 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch 2010 - Present
Morgan Stanley Smith Barney November 2001 - August 2010
Skills
Wealth Management, Banking, Mutual Funds, Asset Management, Asset Allocation, Investments, Portfolio Management, Securities, Retirement Planning, Series 63
Education
Lambuth University 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jeannette Moore Jeannette Moore's Merrill Lynch Experience March 1980 - November 1985
Job Realtor, Broker, GREEN, EcoBroker
Industry Real Estate
Experience
Green Florida Properties December 2000 - Present
US GreenBrokers, LLC January 2011 - Present
Florida Green Building Coalition June 2009 - Present
USGBC North Florida Chapter September 2009 - August 2013
N FL USGBC - New and Retrofit Committees 2009 - 2010
Merrill Lynch March 1980 - November 1985
Skills
Green Real Estate Broker, Sustainable Business, Green Building, Sustainability, Residential Homes, Relocation, Sellers, Construction, Real Estate, Buyer Representation, Single Family Homes, First Time Home Buyers, Short Sales, Condos, Green Real Estate, Land Development, Commercial Real Estate, Green Living, Energy Efficiency, Energy Conservation, Contract Negotiation, Investment Properties, Buyers, REO, Referrals, Listings, Property Management, Investors, Property, Home Staging
Education
Florida Real Estate Institute 1999 — 1999
Real Estate Broker, Real Estate, Licensed
Florida Real Estate Institute 1989 — 1989
Real Estate Licensee, Real Estate, Real Estate License
University of Florida 1970 — 1973
BA, Speech Pathology and Audiology
Lake Erie College 1968 — 1970
Liberal Arts and Sciences/Liberal Studies
NAR Green
NAR Green
Green Florida Properties December 2000 - Present
US GreenBrokers, LLC January 2011 - Present
Florida Green Building Coalition June 2009 - Present
USGBC North Florida Chapter September 2009 - August 2013
N FL USGBC - New and Retrofit Committees 2009 - 2010
Merrill Lynch March 1980 - November 1985
Skills
Green Real Estate Broker, Sustainable Business, Green Building, Sustainability, Residential Homes, Relocation, Sellers, Construction, Real Estate, Buyer Representation, Single Family Homes, First Time Home Buyers, Short Sales, Condos, Green Real Estate, Land Development, Commercial Real Estate, Green Living, Energy Efficiency, Energy Conservation, Contract Negotiation, Investment Properties, Buyers, REO, Referrals, Listings, Property Management, Investors, Property, Home Staging
Education
Florida Real Estate Institute 1999 — 1999
Real Estate Broker, Real Estate, Licensed
Florida Real Estate Institute 1989 — 1989
Real Estate Licensee, Real Estate, Real Estate License
University of Florida 1970 — 1973
BA, Speech Pathology and Audiology
Lake Erie College 1968 — 1970
Liberal Arts and Sciences/Liberal Studies
NAR Green
NAR Green
Tom Conway's Merrill Lynch Experience September 1997 - February 2001
Job President and Founder, Connemara Fee Only Planning, LLC
Industry Financial Services
Experience
Altman & Associates October 2009 - Present
Connemara Fee Only Planning, LLC August 2009 - Present
Connemara Family Office Management, LLC August 2009 - Present
Wachovia, A Wells Fargo Company July 2007 - May 2009
Bank of America February 2001 - May 2007
Merrill Lynch September 1997 - February 2001
Law Offices of Thomas B. Conway September 1990 - September 1997
Education
University of Maryland Francis King Carey School of Law 1981 — 1984
J.D., Law
Lawrence University 1977 — 1981
B.A., English, Classics (Latin & Greek)
Altman & Associates October 2009 - Present
Connemara Fee Only Planning, LLC August 2009 - Present
Connemara Family Office Management, LLC August 2009 - Present
Wachovia, A Wells Fargo Company July 2007 - May 2009
Bank of America February 2001 - May 2007
Merrill Lynch September 1997 - February 2001
Law Offices of Thomas B. Conway September 1990 - September 1997
Education
University of Maryland Francis King Carey School of Law 1981 — 1984
J.D., Law
Lawrence University 1977 — 1981
B.A., English, Classics (Latin & Greek)
Ross Wiley Jones Ross Wiley Jones's Merrill Lynch Experience April 2011 - February 2013
Job Portfolio Manager at UBS
Industry Investment Management
Experience
UBS Financial Services Inc February 2013 - Present
Merrill Lynch April 2011 - February 2013
Education
Texas A&M University 2005 — 2008
Bachelor of Science, Leadership and Development
Lamar University 2008 — 2010
Masters, Business Administration
UBS Financial Services Inc February 2013 - Present
Merrill Lynch April 2011 - February 2013
Education
Texas A&M University 2005 — 2008
Bachelor of Science, Leadership and Development
Lamar University 2008 — 2010
Masters, Business Administration
Patrick Hartman Patrick Hartman's Merrill Lynch Experience August 2006 - January 2007
Job Associate Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management September 2015 - Present
BMO Capital Markets December 2014 - August 2015
BMO Capital Markets July 2011 - December 2014
BMO Capital Markets April 2009 - July 2011
BMO Capital Markets July 2007 - April 2009
Merrill Lynch August 2006 - January 2007
Skills
Valuation, Leveraged Finance, Mergers, Company Acquisitions, Financial Analysis, Financial Modeling, Cash Flow Forecasting, LBO, Debt Structuring, DCF, Financial Structuring, Investment Banking, Credit Analysis, Syndications, Capital Markets, Corporate Finance, Loan Origination, Fixed Income, Structured Finance, High Yield, Series 7, Financial Statement..., Capital Structure, Due Diligence, Finance, Portfolio Management, Banking, Credit
Education
Lake Forest College 2003 — 2007
Bachelor of Arts, Economics
Babson Capital Management September 2015 - Present
BMO Capital Markets December 2014 - August 2015
BMO Capital Markets July 2011 - December 2014
BMO Capital Markets April 2009 - July 2011
BMO Capital Markets July 2007 - April 2009
Merrill Lynch August 2006 - January 2007
Skills
Valuation, Leveraged Finance, Mergers, Company Acquisitions, Financial Analysis, Financial Modeling, Cash Flow Forecasting, LBO, Debt Structuring, DCF, Financial Structuring, Investment Banking, Credit Analysis, Syndications, Capital Markets, Corporate Finance, Loan Origination, Fixed Income, Structured Finance, High Yield, Series 7, Financial Statement..., Capital Structure, Due Diligence, Finance, Portfolio Management, Banking, Credit
Education
Lake Forest College 2003 — 2007
Bachelor of Arts, Economics
Neil Procaccianti Neil Procaccianti's Merrill Lynch Experience December 2006 - July 2007
Job Director of Sales and Business Development
Industry Health, Wellness and Fitness
Experience
Infusion Resource - Home Health Division September 2008 - Present
Merrill Lynch December 2006 - July 2007
Smith Barney August 2001 - December 2006
Skills
Microsoft Excel, Sales, Customer Service, Direct Sales, Financial Analysis, Management, Budgets, Training, New Business Development, Sales Management, Healthcare, Outlook, Account Management, Sales Operations, Social Media, Salesforce.com, Leadership, Marketing, Business Development, Cold Calling, Contract Negotiation, Event Management, Marketing Strategy, Selling, Sales Process, Sales Presentations, Product Launch, P&L Management, Sales Force Development, Marketing Management
Education
Manhattan College 1998 — 2001
Bachelor of Science (BS), Marketing
Landmark College
Quinnipiac University
Infusion Resource - Home Health Division September 2008 - Present
Merrill Lynch December 2006 - July 2007
Smith Barney August 2001 - December 2006
Skills
Microsoft Excel, Sales, Customer Service, Direct Sales, Financial Analysis, Management, Budgets, Training, New Business Development, Sales Management, Healthcare, Outlook, Account Management, Sales Operations, Social Media, Salesforce.com, Leadership, Marketing, Business Development, Cold Calling, Contract Negotiation, Event Management, Marketing Strategy, Selling, Sales Process, Sales Presentations, Product Launch, P&L Management, Sales Force Development, Marketing Management
Education
Manhattan College 1998 — 2001
Bachelor of Science (BS), Marketing
Landmark College
Quinnipiac University
Jelveh Pedraza Jelveh Pedraza's Merrill Lynch Experience February 2011 - January 2015
Job Private Wealth Advisor & Senior Portfolio Manager at Palizban Pedraza Wealth Advisors
Industry Financial Services
Experience
Palizban Pedraza Wealth Advisors January 2015 - Present
Merrill Lynch February 2011 - January 2015
Morgan Stanley Smith Barney July 2008 - February 2011
Demos USA 1986 - 1989
Pari Corporation 1985 - 1989
Harris Bank 1982 - 1984
Xerox Corporation 1981 - 1982
Caspian Oriental Rugs 1981 - 1982
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Series 7, Risk Management, Finance, Securities, Insurance, Estate Planning, Alternative Investments, Financial Analysis, Banking, Wealth Management..., Strategic Planning, Small Business, Life Insurance, Training, Business Strategy, Investment Strategies, Asset Management, Business Development, Due Diligence, Investment Management, Financial Planning
Education
The University of Chicago 1980 — 1982
Booth School of Business
Lake Forest College 1977 — 1980
B.A., Economics, Politics
Palizban Pedraza Wealth Advisors January 2015 - Present
Merrill Lynch February 2011 - January 2015
Morgan Stanley Smith Barney July 2008 - February 2011
Demos USA 1986 - 1989
Pari Corporation 1985 - 1989
Harris Bank 1982 - 1984
Xerox Corporation 1981 - 1982
Caspian Oriental Rugs 1981 - 1982
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Series 7, Risk Management, Finance, Securities, Insurance, Estate Planning, Alternative Investments, Financial Analysis, Banking, Wealth Management..., Strategic Planning, Small Business, Life Insurance, Training, Business Strategy, Investment Strategies, Asset Management, Business Development, Due Diligence, Investment Management, Financial Planning
Education
The University of Chicago 1980 — 1982
Booth School of Business
Lake Forest College 1977 — 1980
B.A., Economics, Politics
Marcus Norman Marcus Norman's Merrill Lynch Experience August 2005 - July 2007
Job Attorney, Entrepreneur, Business Strategist
Industry Law Practice
Experience
Norman Legal Firm, PLLC November 1999 - Present
Epiq Systems April 2013 - May 2013
Principal Financial Group December 2010 - July 2011
MetLife January 2009 - November 2009
Merrill Lynch August 2005 - July 2007
State Farm April 1998 - November 1999
Skills
Courts, Litigation, Family Law, Dispute Resolution, Alternative Dispute..., Contract Negotiation, Real Estate, Negotiation, Public Speaking, Real Estate Transactions, Insurance, Foreclosures, Management, Strategic Planning, Arbitration, Civil Litigation, Mediation
Education
Oklahoma City University 1995 — 1998
Juris Doctorate, International Law and Legal Studies
Lamar University 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Norman Legal Firm, PLLC November 1999 - Present
Epiq Systems April 2013 - May 2013
Principal Financial Group December 2010 - July 2011
MetLife January 2009 - November 2009
Merrill Lynch August 2005 - July 2007
State Farm April 1998 - November 1999
Skills
Courts, Litigation, Family Law, Dispute Resolution, Alternative Dispute..., Contract Negotiation, Real Estate, Negotiation, Public Speaking, Real Estate Transactions, Insurance, Foreclosures, Management, Strategic Planning, Arbitration, Civil Litigation, Mediation
Education
Oklahoma City University 1995 — 1998
Juris Doctorate, International Law and Legal Studies
Lamar University 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Jayson Swetland Jayson Swetland's Merrill Lynch Experience May 2012 - August 2012
Job Cost Estimator at Jacobs
Industry Oil & Energy
Experience
Jacobs April 2013 - Present
BBVA Compass August 2012 - April 2013
Merrill Lynch May 2012 - August 2012
Skills
Financial Statement..., Financial Accounting, Capital Budgeting, DCF Valuation, Option Pricing Models, Bond Pricing, Microsoft Office, Microsoft Excel, Forecasting, Cost Engineering, Project Estimation, Project Finance, Cost Allocation, Economics, Investments, Corporate Finance, Financial Reporting, Project Control
Education
Lamar University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, GPA Major: 3.83 GPA Overall: 3.65
Jacobs April 2013 - Present
BBVA Compass August 2012 - April 2013
Merrill Lynch May 2012 - August 2012
Skills
Financial Statement..., Financial Accounting, Capital Budgeting, DCF Valuation, Option Pricing Models, Bond Pricing, Microsoft Office, Microsoft Excel, Forecasting, Cost Engineering, Project Estimation, Project Finance, Cost Allocation, Economics, Investments, Corporate Finance, Financial Reporting, Project Control
Education
Lamar University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, GPA Major: 3.83 GPA Overall: 3.65
Gina Williams's Merrill Lynch Experience May 2002 - November 2004
Job ABU & Aftermarket Inside Sales Support at Littelfuse
Industry Electrical/Electronic Manufacturing
Experience
Littelfuse January 2011 - Present
Littelfuse, Inc. October 2006 - January 2011
Littelfuse, Inc. May 2005 - October 2006
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Merrill Lynch May 2002 - November 2004
Merrill Lynch August 2001 - May 2002
Merrill Lynch August 2000 - August 2001
Merrill Lynch May 1997 - August 2001
Dean Witter Reynolds, Inc January 1994 - May 1997
Skills
Microsoft Office 2007, Pricing, Strategic Financial..., Process Improvement, Financial Analysis, Finance, Financial Modeling, Business Development, Team Building, Project Management, Training, Microsoft Excel, Account Management, Budgets, Forecasting, Outlook, Marketing, Risk Management, New Business Development, Strategic Planning, Cross-functional Team..., Leadership, Management, Operations Management, Product Development, Program Management, SAP, Purchasing
Education
Lake Forest Graduate School of Management 2000 — 2002
MBA, Business
Roosevelt University 1993 — 1996
B.S., Psychology
Littelfuse January 2011 - Present
Littelfuse, Inc. October 2006 - January 2011
Littelfuse, Inc. May 2005 - October 2006
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Merrill Lynch May 2002 - November 2004
Merrill Lynch August 2001 - May 2002
Merrill Lynch August 2000 - August 2001
Merrill Lynch May 1997 - August 2001
Dean Witter Reynolds, Inc January 1994 - May 1997
Skills
Microsoft Office 2007, Pricing, Strategic Financial..., Process Improvement, Financial Analysis, Finance, Financial Modeling, Business Development, Team Building, Project Management, Training, Microsoft Excel, Account Management, Budgets, Forecasting, Outlook, Marketing, Risk Management, New Business Development, Strategic Planning, Cross-functional Team..., Leadership, Management, Operations Management, Product Development, Program Management, SAP, Purchasing
Education
Lake Forest Graduate School of Management 2000 — 2002
MBA, Business
Roosevelt University 1993 — 1996
B.S., Psychology
Abram Nelson Abram Nelson's Merrill Lynch Experience January 1999 - January 2000
Job Director & Founder at inRentive.com
Industry Real Estate
Experience
inRentive June 2012 - Present
Urban Lux August 2003 - December 2013
Associated Bank February 2002 - July 2003
Quiet Light Securities LLC December 2000 - February 2002
A.G. Edwards & Sons, Inc. January 2000 - December 2000
Merrill Lynch January 1999 - January 2000
Telefonica Chile August 1999 - December 1999
Skills
Real Estate, Corporate Finance, Real Estate Economics, Property Management, Asset Managment, Apartments, Investments, Due Diligence, Valuation, Real Estate Development, Equities, Acquisitions, Portfolio Management, Private Equity, Financial Modeling, Contract Negotiation, Investment Properties, Brokerage, Disposition, Commercial Real Estate, Loans, Entrepreneurship, Strategy, Asset Management, Property, Real Estate Transactions, Strategic Partnerships, Venture Capital, Rentals, Selling, Leases, Real Estate Financing, Management, Advertising, Analytics, Leadership, Market Analysis, Residential Homes, Mergers & Acquisitions, Negotiation, Tenant, Location Intelligence, Joint Ventures, Referrals, Investors, Landlords, Corporate Real Estate, Executive Management, Luxury, Funding
Education
Lake Forest College
BA, Economics & International Relations(Politics & Spanish)
Quinlan School of Business, Loyola University Chicago
MBA, Business & International Finance
University of Wisconsin-Madison - School of Business
MBA, Finance
Northfield Mount Hermon
inRentive June 2012 - Present
Urban Lux August 2003 - December 2013
Associated Bank February 2002 - July 2003
Quiet Light Securities LLC December 2000 - February 2002
A.G. Edwards & Sons, Inc. January 2000 - December 2000
Merrill Lynch January 1999 - January 2000
Telefonica Chile August 1999 - December 1999
Skills
Real Estate, Corporate Finance, Real Estate Economics, Property Management, Asset Managment, Apartments, Investments, Due Diligence, Valuation, Real Estate Development, Equities, Acquisitions, Portfolio Management, Private Equity, Financial Modeling, Contract Negotiation, Investment Properties, Brokerage, Disposition, Commercial Real Estate, Loans, Entrepreneurship, Strategy, Asset Management, Property, Real Estate Transactions, Strategic Partnerships, Venture Capital, Rentals, Selling, Leases, Real Estate Financing, Management, Advertising, Analytics, Leadership, Market Analysis, Residential Homes, Mergers & Acquisitions, Negotiation, Tenant, Location Intelligence, Joint Ventures, Referrals, Investors, Landlords, Corporate Real Estate, Executive Management, Luxury, Funding
Education
Lake Forest College
BA, Economics & International Relations(Politics & Spanish)
Quinlan School of Business, Loyola University Chicago
MBA, Business & International Finance
University of Wisconsin-Madison - School of Business
MBA, Finance
Northfield Mount Hermon
Jean Dorante Jean Dorante's Merrill Lynch Experience July 2006 - October 2006
Job Technical Support Analyst at The Estée Lauder Companies Inc
Industry Information Technology and Services
Experience
The Estée Lauder Companies Inc June 2014 - Present
Moody's Corporation December 2013 - April 2014
Con Edison June 2010 - October 2013
Liberty International Underwriters March 2008 - March 2010
North Shore LIJ Health System November 2006 - February 2008
Merrill Lynch July 2006 - October 2006
Cendant January 2002 - June 2006
IBM January 1996 - December 2001
Skills
Active Directory, Troubleshooting, Technical Support, Windows 7, Windows Server, VPN, DNS, XP, Network Administration, Microsoft Exchange, Servers, DHCP, Windows XP, Switches, Networking, Lan-Wan Services, Blackberry Enterprise..., Information Security
Education
LaGuardia Community College 1994 — 1996
A.A.S, Telecommunications
The Estée Lauder Companies Inc June 2014 - Present
Moody's Corporation December 2013 - April 2014
Con Edison June 2010 - October 2013
Liberty International Underwriters March 2008 - March 2010
North Shore LIJ Health System November 2006 - February 2008
Merrill Lynch July 2006 - October 2006
Cendant January 2002 - June 2006
IBM January 1996 - December 2001
Skills
Active Directory, Troubleshooting, Technical Support, Windows 7, Windows Server, VPN, DNS, XP, Network Administration, Microsoft Exchange, Servers, DHCP, Windows XP, Switches, Networking, Lan-Wan Services, Blackberry Enterprise..., Information Security
Education
LaGuardia Community College 1994 — 1996
A.A.S, Telecommunications
Peter Oberrender Peter Oberrender's Merrill Lynch Experience May 2012 - August 2012
Job Student at Lafayette College
Industry Financial Services
Experience
Standard Chartered Bank June 2014 - September 2014
Merrill Lynch May 2012 - August 2012
Skills
Salesforce.com, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, HTML, Salesforce Training
Education
Lafayette College 2011 — 2015
Bachelor’s Degree, Political Science and Government, Economics
Standard Chartered Bank June 2014 - September 2014
Merrill Lynch May 2012 - August 2012
Skills
Salesforce.com, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, HTML, Salesforce Training
Education
Lafayette College 2011 — 2015
Bachelor’s Degree, Political Science and Government, Economics
Molly Galvin Molly Galvin's Merrill Lynch Experience June 2012 - August 2012
Job Institutional Fixed Income Sales at INTL FCStone Partners L.P.
Industry Financial Services
Experience
INTL FCStone Partners L.P. February 2015 - Present
FactSet July 2014 - January 2015
G.X. Clarke & Co May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
The Estee Lauder Companies June 2010 - August 2011
Skills
Finance, Investments, Trading, Bloomberg Terminal, Public Speaking
Education
Lafayette College 2010 — 2014
Economics and Art History
Garden City Senior High School
Gonzaga In Florence
Study Abroad Fall Semester 2012
INTL FCStone Partners L.P. February 2015 - Present
FactSet July 2014 - January 2015
G.X. Clarke & Co May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
The Estee Lauder Companies June 2010 - August 2011
Skills
Finance, Investments, Trading, Bloomberg Terminal, Public Speaking
Education
Lafayette College 2010 — 2014
Economics and Art History
Garden City Senior High School
Gonzaga In Florence
Study Abroad Fall Semester 2012
Kristine Warner Kristine Warner's Merrill Lynch Experience March 2002 - June 2002
Job Dynamic Advisory Investment Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments March 2006 - Present
RydexSGI March 2006 - April 2012
ALLSTATE FINANCIAL SERVICES October 2004 - March 2006
Wirehouse Division January 2003 - September 2004
Wirehouse Division June 2002 - December 2002
Merrill Lynch March 2002 - June 2002
Morgan Stanley June 2000 - February 2002
Education
Lake Forest College 1996 — 2000
Bachelors, Business
Guggenheim Investments March 2006 - Present
RydexSGI March 2006 - April 2012
ALLSTATE FINANCIAL SERVICES October 2004 - March 2006
Wirehouse Division January 2003 - September 2004
Wirehouse Division June 2002 - December 2002
Merrill Lynch March 2002 - June 2002
Morgan Stanley June 2000 - February 2002
Education
Lake Forest College 1996 — 2000
Bachelors, Business
Roderick Jefferson's Merrill Lynch Experience October 2011 - Present
Job Financial coach
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Merrill Lynch October 2011 - Present
Global wealth Management May 2009 - November 2009
Edward Jones April 2006 - August 2008
Merrill Lynch June 2004 - February 2006
Merrill Lynch June 2003 - February 2004
Skills
Investments, Mutual Funds, Banking, CRM, Sales, Customer Service, Finance, Leadership, Life Insurance, Management, Public Speaking, Retirement, Strategic Planning, Team Building, Financial Analysis
Education
Lambuth University 2000 — 2003
Bachelor of Science, Mangement
Merrill Lynch October 2011 - Present
Merrill Lynch October 2011 - Present
Global wealth Management May 2009 - November 2009
Edward Jones April 2006 - August 2008
Merrill Lynch June 2004 - February 2006
Merrill Lynch June 2003 - February 2004
Skills
Investments, Mutual Funds, Banking, CRM, Sales, Customer Service, Finance, Leadership, Life Insurance, Management, Public Speaking, Retirement, Strategic Planning, Team Building, Financial Analysis
Education
Lambuth University 2000 — 2003
Bachelor of Science, Mangement
Michael J. Simmons's Merrill Lynch Experience 1994 - 1995
Job CPA at Simmons, Mills & Simmons P.C. CPA
Industry Accounting
Experience
Simmons, Mills & Simmons P.C. CPA 1995 - Present
Merrill Lynch 1994 - 1995
Skills
Auditing, Bookkeeping, Tax Preparation, Tax, QuickBooks, Tax Returns, Financial Statements, CPA, Tax Law, Financial Analysis, Non-profits, Tax Accounting, Income Tax, Corporate Tax, GAAP, Sales Tax, General Ledger, Fixed Assets, Nonprofits
Education
Valdosta State University 1995 — 1997
Accounting
LaGrange College 1990 — 1994
BBA, Business Administration
Brookwood School 1978 — 1990
High School
Simmons, Mills & Simmons P.C. CPA 1995 - Present
Merrill Lynch 1994 - 1995
Skills
Auditing, Bookkeeping, Tax Preparation, Tax, QuickBooks, Tax Returns, Financial Statements, CPA, Tax Law, Financial Analysis, Non-profits, Tax Accounting, Income Tax, Corporate Tax, GAAP, Sales Tax, General Ledger, Fixed Assets, Nonprofits
Education
Valdosta State University 1995 — 1997
Accounting
LaGrange College 1990 — 1994
BBA, Business Administration
Brookwood School 1978 — 1990
High School
Justin Kassem Justin Kassem's Merrill Lynch Experience April 2009 - October 2009
Job Unemployed at Unemployed
Industry Construction
Experience
Unemployed Director of Operations & Customer RelationsChecklist Facility MaintenanceSeptember 2012 - April 2014
Connected Building Solutions August 2010 - October 2013
TMS Health, a Xerox Company May 2010 - December 2010
Merrill Lynch April 2009 - October 2009
Carefree Health January 2007 - October 2008
Fitugies Clothing Store June 2006 - March 2008
Skills
Management, Sales, Marketing, Customer Service, Inventory Management, Six Sigma, Insurance, Customer Retention, Networking, Employee Benefits, Research, Real Estate
Education
Lynn University 2004 — 2010
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Landmark Education
Unemployed Director of Operations & Customer RelationsChecklist Facility MaintenanceSeptember 2012 - April 2014
Connected Building Solutions August 2010 - October 2013
TMS Health, a Xerox Company May 2010 - December 2010
Merrill Lynch April 2009 - October 2009
Carefree Health January 2007 - October 2008
Fitugies Clothing Store June 2006 - March 2008
Skills
Management, Sales, Marketing, Customer Service, Inventory Management, Six Sigma, Insurance, Customer Retention, Networking, Employee Benefits, Research, Real Estate
Education
Lynn University 2004 — 2010
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Landmark Education
Staci Savant Staci Savant's Merrill Lynch Experience June 2002 - March 2008
Job Project Administration
Industry Construction
Experience
Fluor March 2009 - Present
Merrill Lynch June 2002 - March 2008
Education
Lamar University 2003 — 2007
Bachelor of Business Administration, Human Resource Management
Fluor March 2009 - Present
Merrill Lynch June 2002 - March 2008
Education
Lamar University 2003 — 2007
Bachelor of Business Administration, Human Resource Management
Sean Stawiasz Sean Stawiasz's Merrill Lynch Experience April 1994 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1994 - Present
Mago Industries, L.L.C. January 1990 - Present
Mandelli Sistemi S.p.A. 1988 - 1994
Skills
Commercial Lending, Wealth Management, Credit, Investments, Financial Analysis, Mortgage Lending, Portfolio Management, Risk Management, Loans, Corporate Finance, Customer Service, Leadership, Mergers & Acquisitions, Marketing, Management
Education
Lawrence Technological University 1987 — 1992
B.S.E.E., Electrical Engineering, Physics, Finance
Merrill Lynch April 1994 - Present
Mago Industries, L.L.C. January 1990 - Present
Mandelli Sistemi S.p.A. 1988 - 1994
Skills
Commercial Lending, Wealth Management, Credit, Investments, Financial Analysis, Mortgage Lending, Portfolio Management, Risk Management, Loans, Corporate Finance, Customer Service, Leadership, Mergers & Acquisitions, Marketing, Management
Education
Lawrence Technological University 1987 — 1992
B.S.E.E., Electrical Engineering, Physics, Finance
Andrea Clark-Hodges Andrea Clark-Hodges's Merrill Lynch Experience Personal BankerChase2006 - 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Personal BankerChase2006 - 2007
Wachovia May 2005 - March 2006
New Century Mortgage January 2003 - January 2004
Holland America 2000 - 2001
Education
Lamar University 1998 — 2002
Merrill Lynch Personal BankerChase2006 - 2007
Wachovia May 2005 - March 2006
New Century Mortgage January 2003 - January 2004
Holland America 2000 - 2001
Education
Lamar University 1998 — 2002
Catherine Haydock Catherine Haydock's Merrill Lynch Experience August 2011 - August 2013
Job Graphic Web Design
Industry Food & Beverages
Experience
Tempo Bistro October 2014 - Present
Merrill Lynch August 2011 - August 2013
Papa Razzi October 2010 - August 2012
Lasell College Admissions Office September 2008 - May 2010
BCBG Max Azria June 2008 - August 2008
Skills
Time Management, HTML, Photoshop, InDesign, Social Media Marketing, Illustrator, Web Design, Advertising, Web Development, User Interface Design, Microsoft Office, Facebook, Microsoft Excel, Customer Service, Social Media, Social Networking, Management, Event Management, Event Planning, Public Relations, Editing, Nonprofits, Blogging, Fashion, Marketing Communications, Project Planning, Public Speaking, Teamwork, Marketing Strategy
Education
The Art Institute of Pittsburgh-Online Division 2013 — 2014
Diploma in Digital Design
Lasell College 2007 — 2011
Bachelor of Arts (BA)
Tempo Bistro October 2014 - Present
Merrill Lynch August 2011 - August 2013
Papa Razzi October 2010 - August 2012
Lasell College Admissions Office September 2008 - May 2010
BCBG Max Azria June 2008 - August 2008
Skills
Time Management, HTML, Photoshop, InDesign, Social Media Marketing, Illustrator, Web Design, Advertising, Web Development, User Interface Design, Microsoft Office, Facebook, Microsoft Excel, Customer Service, Social Media, Social Networking, Management, Event Management, Event Planning, Public Relations, Editing, Nonprofits, Blogging, Fashion, Marketing Communications, Project Planning, Public Speaking, Teamwork, Marketing Strategy
Education
The Art Institute of Pittsburgh-Online Division 2013 — 2014
Diploma in Digital Design
Lasell College 2007 — 2011
Bachelor of Arts (BA)
Qianyu (Olivia) Ying Qianyu (Olivia) Ying's Merrill Lynch Experience October 2014 - December 2014
Job Consulting Analyst at Poyry
Industry Management Consulting
Experience
Pöyry March 2015 - Present
Merrill Lynch October 2014 - December 2014
Rando Machine Corp September 2014 - October 2014
Myland USA May 2014 - August 2014
Fitruvia April 2014 - August 2014
Technology Resource Center August 2009 - May 2013
Chicago Field Museum January 2012 - May 2012
Skills
Economic Modeling, Microsoft Excel, Stata, Sustainable Energy, PowerPoint, Photoshop, Financial Analysis, Quantitative Analytics, Market Research, Data Analysis, Microsoft Office, Business Analysis, Product Development, SPSS, Statistics, SQL, SAS, Tableau, R, G.I.S. (Global..., MS Project, WBS, Business Intelligence, Econometrics, Customer Service, Final Cut Pro, Teamwork, Project Management, Financial Modeling, Chinese, Capital IQ, Analysis
Education
University of Rochester 2013 — 2014
Master of Science (MS), Technical Entrepreneurship And Management with Energy and Environment as Technical Elective
Lake Forest College 2009 — 2013
Bachelor of Arts (BA), Economics and Environmental Studies
Pöyry March 2015 - Present
Merrill Lynch October 2014 - December 2014
Rando Machine Corp September 2014 - October 2014
Myland USA May 2014 - August 2014
Fitruvia April 2014 - August 2014
Technology Resource Center August 2009 - May 2013
Chicago Field Museum January 2012 - May 2012
Skills
Economic Modeling, Microsoft Excel, Stata, Sustainable Energy, PowerPoint, Photoshop, Financial Analysis, Quantitative Analytics, Market Research, Data Analysis, Microsoft Office, Business Analysis, Product Development, SPSS, Statistics, SQL, SAS, Tableau, R, G.I.S. (Global..., MS Project, WBS, Business Intelligence, Econometrics, Customer Service, Final Cut Pro, Teamwork, Project Management, Financial Modeling, Chinese, Capital IQ, Analysis
Education
University of Rochester 2013 — 2014
Master of Science (MS), Technical Entrepreneurship And Management with Energy and Environment as Technical Elective
Lake Forest College 2009 — 2013
Bachelor of Arts (BA), Economics and Environmental Studies
CJ Stanford's Merrill Lynch Experience June 2004 - Present
Job
Industry Financial Services
Experience
Merrill Lynch June 2004 - Present
Skills
Retirement Planning, Retirement Income..., Financial Planning, Asset Protection, Retirement Plan..., Wealth Preservation..., Wealth Management, Wealth Accumulation, Wealth Transfer, Wealth Preservation, Comprehensive Wealth..., Strategic Financial..., High Net Worth..., Investment Advisory, Portfolio Management, Alternative Investments, 401k Rollovers, Personal Financial..., Income Protection, Long-term Care, Investments, Investment Strategies, Wealth Preservation..., Relationship Mgmt, Retirement, Wealth Management..., Wealth, Divorce Financial..., Financial Advisory, Estate Planning, Asset Allocation
Education
LaGrange College
BA, Political Science
Merrill Lynch June 2004 - Present
Skills
Retirement Planning, Retirement Income..., Financial Planning, Asset Protection, Retirement Plan..., Wealth Preservation..., Wealth Management, Wealth Accumulation, Wealth Transfer, Wealth Preservation, Comprehensive Wealth..., Strategic Financial..., High Net Worth..., Investment Advisory, Portfolio Management, Alternative Investments, 401k Rollovers, Personal Financial..., Income Protection, Long-term Care, Investments, Investment Strategies, Wealth Preservation..., Relationship Mgmt, Retirement, Wealth Management..., Wealth, Divorce Financial..., Financial Advisory, Estate Planning, Asset Allocation
Education
LaGrange College
BA, Political Science
Josh Whited Josh Whited's Merrill Lynch Experience January 2000 - April 2001
Job Manager at CBIZ
Industry Financial Services
Experience
CBIZ March 2015 - Present
Protiviti September 2012 - March 2015
Durkin Group LLC March 2006 - September 2012
GE Commercial Finance March 2003 - March 2006
GE Commercial Finance April 2001 - March 2003
Merrill Lynch January 2000 - April 2001
Skills
Finance, Credit, Accounting, Auditing, Portfolio Management, Analysis, Management, Leadership, Valuation, Investments, Cash Flow, Cash Management, Business Planning, Underwriting, P&L, Asset Based Lending, Financial Analysis, Retail, Accounts Receivable, Account Reconciliation, Cash Flow Forecasting
Education
University of Chicago Graham School of Continuing Education 2002 — 2003
U of Chicago At Large Program, Business/Commerce, General
Lake Forest College 1995 — 1999
Bachelor of Arts (B.A.), Business & Political Science
Olympic High School 1992 — 1995
High School Degree, NA
CBIZ March 2015 - Present
Protiviti September 2012 - March 2015
Durkin Group LLC March 2006 - September 2012
GE Commercial Finance March 2003 - March 2006
GE Commercial Finance April 2001 - March 2003
Merrill Lynch January 2000 - April 2001
Skills
Finance, Credit, Accounting, Auditing, Portfolio Management, Analysis, Management, Leadership, Valuation, Investments, Cash Flow, Cash Management, Business Planning, Underwriting, P&L, Asset Based Lending, Financial Analysis, Retail, Accounts Receivable, Account Reconciliation, Cash Flow Forecasting
Education
University of Chicago Graham School of Continuing Education 2002 — 2003
U of Chicago At Large Program, Business/Commerce, General
Lake Forest College 1995 — 1999
Bachelor of Arts (B.A.), Business & Political Science
Olympic High School 1992 — 1995
High School Degree, NA
Noelle Davighi, PMP Noelle Davighi, PMP's Merrill Lynch Experience April 2006 - December 2006
Job Vice President, Service Delivery Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments February 2007 - September 2012
Merrill Lynch April 2006 - December 2006
Mercer Human Resource Consulting June 1995 - March 2006
Skills
PMO, Relationship Management, Process Improvement, PMP, Program Management, Financial Services, Risk Management
Education
Lafayette College 1989 — 1993
Bachelor of Arts (BA), Mathematics
Concord Carlisle High School 1985 — 1989
Fidelity Investments May 2012 - Present
Fidelity Investments February 2007 - September 2012
Merrill Lynch April 2006 - December 2006
Mercer Human Resource Consulting June 1995 - March 2006
Skills
PMO, Relationship Management, Process Improvement, PMP, Program Management, Financial Services, Risk Management
Education
Lafayette College 1989 — 1993
Bachelor of Arts (BA), Mathematics
Concord Carlisle High School 1985 — 1989
Samantha Druks Samantha Druks's Merrill Lynch Experience June 2012 - August 2012
Job Sales and Trading Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2014 - Present
Westport Resources June 2013 - August 2013
Krupp Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Matlab, Social Media, Photoshop, Public Speaking, AutoCAD, Editing, Mathematica, Customer Service, C++, Event Planning, HTML, Java, Facebook, Spanish, Data Analysis
Education
Lafayette College 2010 — 2014
Morgan Stanley June 2014 - Present
Westport Resources June 2013 - August 2013
Krupp Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Matlab, Social Media, Photoshop, Public Speaking, AutoCAD, Editing, Mathematica, Customer Service, C++, Event Planning, HTML, Java, Facebook, Spanish, Data Analysis
Education
Lafayette College 2010 — 2014
James Destinas's Merrill Lynch Experience March 2010 - February 2013
Job Dedicated Market Specialist, AVP at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Merrill Edge February 2013 - September 2014
Merrill Lynch March 2010 - February 2013
Merrill Lynch December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Skills
Customer Service, Stock Trading, Public Speaking, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Investment Strategies, Equities, Financial Analysis, Portfolio Management, Microsoft Excel, PowerPoint, Strategic Financial..., Retirement Planning, Microsoft Office, Financial Services, Outlook, Salesforce.com, Retirement, Insurance
Education
Landmark Education 2013 — 2015
Communication, Relationship Building & Leadership
SETON HALL UNIVERSITY, College of Arts & Sciences 2010 — 2012
Master of Arts, Strategic Communication
TEMPLE UNIVERSITY, Fox School of Business 1999 — 2005
Bachelor, Business Administration; Finance
Merrill Edge October 2014 - Present
Merrill Edge February 2013 - September 2014
Merrill Lynch March 2010 - February 2013
Merrill Lynch December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Skills
Customer Service, Stock Trading, Public Speaking, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Investment Strategies, Equities, Financial Analysis, Portfolio Management, Microsoft Excel, PowerPoint, Strategic Financial..., Retirement Planning, Microsoft Office, Financial Services, Outlook, Salesforce.com, Retirement, Insurance
Education
Landmark Education 2013 — 2015
Communication, Relationship Building & Leadership
SETON HALL UNIVERSITY, College of Arts & Sciences 2010 — 2012
Master of Arts, Strategic Communication
TEMPLE UNIVERSITY, Fox School of Business 1999 — 2005
Bachelor, Business Administration; Finance
Dan Lumsden Dan Lumsden's Merrill Lynch Experience February 1997 - December 2000
Job Handyman at Retired IT Professional busy with Honeydo's
Industry Sports
Experience
Retired IT Professional busy with Honeydo's November 2004 - Present
Clay County Schools August 2003 - September 2004
Merrill Lynch February 1997 - December 2000
Skills
Microsoft Excel, Program Management, Project Management, Social Media, Nonprofits, Databases, Access, Team Leadership, Software Documentation, Project Planning, Enterprise Software, Security
Education
University of Washington 1971 — 1973
BS Math, Statistics
Lawrence Technological University 1961 — 1964
Retired IT Professional busy with Honeydo's November 2004 - Present
Clay County Schools August 2003 - September 2004
Merrill Lynch February 1997 - December 2000
Skills
Microsoft Excel, Program Management, Project Management, Social Media, Nonprofits, Databases, Access, Team Leadership, Software Documentation, Project Planning, Enterprise Software, Security
Education
University of Washington 1971 — 1973
BS Math, Statistics
Lawrence Technological University 1961 — 1964
Nikolay Karatanev's Merrill Lynch Experience February 2011 - April 2011
Job Consulting Associate at Charles River Associates
Industry Financial Services
Experience
Charles River Associates February 2013 - Present
Navigant Economics August 2011 - January 2013
Merrill Lynch February 2011 - April 2011
Morgan Stanley Smith Barney September 2010 - December 2010
The Tranel Financial Group January 2010 - April 2010
Skills
Valuation, Economics, Financial Analysis, Bloomberg, Investments, Data Analysis, Capital IQ, Factset, Finance, Private Equity, Microsoft Excel, Decision Modeling, CRSP, Thomson One Analytics, Analysis, WRDS, Financial Modeling
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Lake Forest College 2009 — 2011
Bachelor of Arts (BA), Finance
Oakton Community College 2008 — 2009
Associate, Liberal Arts
Charles River Associates February 2013 - Present
Navigant Economics August 2011 - January 2013
Merrill Lynch February 2011 - April 2011
Morgan Stanley Smith Barney September 2010 - December 2010
The Tranel Financial Group January 2010 - April 2010
Skills
Valuation, Economics, Financial Analysis, Bloomberg, Investments, Data Analysis, Capital IQ, Factset, Finance, Private Equity, Microsoft Excel, Decision Modeling, CRSP, Thomson One Analytics, Analysis, WRDS, Financial Modeling
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Lake Forest College 2009 — 2011
Bachelor of Arts (BA), Finance
Oakton Community College 2008 — 2009
Associate, Liberal Arts
Michelle Rosenthal Hubertus Michelle Rosenthal Hubertus's Merrill Lynch Experience 2000 - 2003
Job Managing Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2014 - Present
Citi January 2013 - May 2014
The Clearing House July 2012 - December 2012
Bank of America Merrill Lynch August 2010 - July 2012
JPMorgan Investment Bank 2008 - July 2010
JPMorgan Chase 2005 - 2008
Took time off from career for following activities: 2003 - 2005
Merrill Lynch 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Capital Markets, Credit Risk, Market Risk, Basel II, Operational Risk
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and Economics
Lafayette College 1986 — 1990
AB, Economics, International Affairs
Sciences Po
International Affairs
Deutsche Bank June 2014 - Present
Citi January 2013 - May 2014
The Clearing House July 2012 - December 2012
Bank of America Merrill Lynch August 2010 - July 2012
JPMorgan Investment Bank 2008 - July 2010
JPMorgan Chase 2005 - 2008
Took time off from career for following activities: 2003 - 2005
Merrill Lynch 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Capital Markets, Credit Risk, Market Risk, Basel II, Operational Risk
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and Economics
Lafayette College 1986 — 1990
AB, Economics, International Affairs
Sciences Po
International Affairs
Arik DeCleene Arik DeCleene's Merrill Lynch Experience January 2011 - May 2011
Job Special Projects Manager at Rabine Group
Industry Accounting
Experience
Rabine Group September 2014 - Present
Fresenius Medical Care July 2013 - September 2014
Schneider National May 2011 - July 2013
Merrill Lynch January 2011 - May 2011
St. Norbert College Mail Center September 2007 - May 2011
Legends Brewhouse and Eatery August 2003 - May 2011
Willis December 2010 - February 2011
Krueger International Inc June 2007 - August 2008
Skills
Analysis, Forecasting, Budgets, Accounting, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Critical Thinking, Teamwork, Financial Reporting, PowerPoint, Microsoft Word, Time Management, Budgeting, Presentations, Hyperion Essbase, SAP, BEx Analyzer, Accounts Payable
Education
St. Norbert College 2007 — 2011
Bachelors, Business Administration with a concentration in Finance, Economics minor
Lancaster University 2009 — 2009
Bachelors, Business Administration
Rabine Group September 2014 - Present
Fresenius Medical Care July 2013 - September 2014
Schneider National May 2011 - July 2013
Merrill Lynch January 2011 - May 2011
St. Norbert College Mail Center September 2007 - May 2011
Legends Brewhouse and Eatery August 2003 - May 2011
Willis December 2010 - February 2011
Krueger International Inc June 2007 - August 2008
Skills
Analysis, Forecasting, Budgets, Accounting, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Critical Thinking, Teamwork, Financial Reporting, PowerPoint, Microsoft Word, Time Management, Budgeting, Presentations, Hyperion Essbase, SAP, BEx Analyzer, Accounts Payable
Education
St. Norbert College 2007 — 2011
Bachelors, Business Administration with a concentration in Finance, Economics minor
Lancaster University 2009 — 2009
Bachelors, Business Administration
Nora Carroll Nora Carroll's Merrill Lynch Experience June 2012 - August 2012
Job Portfolio Management Analyst at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners LLC June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Education
Lafayette College 2010 — 2014
AB, Mathematics and Economics
Bernardsville High School 2006 — 2010
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners LLC June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Education
Lafayette College 2010 — 2014
AB, Mathematics and Economics
Bernardsville High School 2006 — 2010
Samantha Praman-Linton's Merrill Lynch Experience January 2014 - January 2014
Job Summer Intern at New York League of Conservation Voters
Industry Public Relations and Communications
Experience
New York League of Conservation Voters June 2015 - Present
Lafayette College August 2013 - Present
Lafayette College January 2013 - Present
New York Cares May 2014 - August 2014
Merrill Lynch January 2014 - January 2014
The Magazine Antiques July 2013 - August 2013
New York Cares July 2013 - August 2013
Skills
Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Fundraising, Event Planning, Donor Solicitation, Donor Research, Special Events, Nonprofits
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), International Affairs and Economics, 3.85
The Beacon School 2008 — 2012
New York League of Conservation Voters June 2015 - Present
Lafayette College August 2013 - Present
Lafayette College January 2013 - Present
New York Cares May 2014 - August 2014
Merrill Lynch January 2014 - January 2014
The Magazine Antiques July 2013 - August 2013
New York Cares July 2013 - August 2013
Skills
Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Fundraising, Event Planning, Donor Solicitation, Donor Research, Special Events, Nonprofits
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), International Affairs and Economics, 3.85
The Beacon School 2008 — 2012
Robert Smiley Robert Smiley's Merrill Lynch Experience May 2004 - July 2004
Job BILLING SPECIALIST/ INFORMATION SYSTEMS MANAGER at St. John's Riverside Hospital
Industry Hospital & Health Care
Experience
St. John's Riverside Hospital August 2014 - Present
Michael N. Malotz Skilled Nursing Pavilion March 2012 - Present
Orthopedic & Neurosurgery Specialists August 2011 - April 2012
Kings Harbor Multicare Center February 2005 - December 2010
Merrill Lynch May 2004 - July 2004
Skills
Healthcare Information..., Cpr Certified, Microsoft Office, Strategic Communications, IT Management, Physical Therapy, Patient Education, Treatment, HIPAA, Management, Healthcare Management, CPR Certified, Project Management
Education
The University of Tennessee Health Science Center 2012 — 2014
Masters Health Informatics and Information Management, Healthcare IT
LaGuardia Community College 2009 — 2011
Associate of Science (A.S.), Physical Therapy Assistant
Monroe College 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, Honors: President List Overall GPA 3.8
St. John's Riverside Hospital August 2014 - Present
Michael N. Malotz Skilled Nursing Pavilion March 2012 - Present
Orthopedic & Neurosurgery Specialists August 2011 - April 2012
Kings Harbor Multicare Center February 2005 - December 2010
Merrill Lynch May 2004 - July 2004
Skills
Healthcare Information..., Cpr Certified, Microsoft Office, Strategic Communications, IT Management, Physical Therapy, Patient Education, Treatment, HIPAA, Management, Healthcare Management, CPR Certified, Project Management
Education
The University of Tennessee Health Science Center 2012 — 2014
Masters Health Informatics and Information Management, Healthcare IT
LaGuardia Community College 2009 — 2011
Associate of Science (A.S.), Physical Therapy Assistant
Monroe College 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, Honors: President List Overall GPA 3.8
A.J. Ross A.J. Ross's Merrill Lynch Experience March 1972 - January 1984
Job Broker/Owner at Century 21 Ross Group
Industry Real Estate
Experience
Century 21 Ross Group April 1993 - Present
Merrill Lynch March 1972 - January 1984
Skills
Investments, Real Estate, Sellers, Buyer Representation, Listings, New Home Sales
Education
Lamar University
Century 21 Ross Group April 1993 - Present
Merrill Lynch March 1972 - January 1984
Skills
Investments, Real Estate, Sellers, Buyer Representation, Listings, New Home Sales
Education
Lamar University
Shiyang (Ayla) Jiang's Merrill Lynch Experience June 2011 - August 2011
Job Nomura Securities
Industry Investment Banking
Experience
Nomura October 2014 - Present
Citi June 2012 - September 2014
Merrill Lynch June 2011 - August 2011
Skills
Stata, Financial Modeling, Economics, Qualitative Research, Corporate Finance, Mandarin, Microsoft Excel, PowerPoint, SAS programming, Data Analysis, Financial Analysis, Market Research, Valuation, Quantitative Analytics, Statistics, Microsoft Word, Analysis, Research
Education
Lafayette College 2008 — 2012
Bechelor of Arts, Economics and Business, Mathematics
Nomura October 2014 - Present
Citi June 2012 - September 2014
Merrill Lynch June 2011 - August 2011
Skills
Stata, Financial Modeling, Economics, Qualitative Research, Corporate Finance, Mandarin, Microsoft Excel, PowerPoint, SAS programming, Data Analysis, Financial Analysis, Market Research, Valuation, Quantitative Analytics, Statistics, Microsoft Word, Analysis, Research
Education
Lafayette College 2008 — 2012
Bechelor of Arts, Economics and Business, Mathematics
Mark Enman Mark Enman's Merrill Lynch Experience 2001 - 2003
Job Global Account Manager for Hedge Funds at Standard Chartered Bank
Industry Investment Management
Experience
Standard Chartered Bank September 2012 - Present
Man Investments August 2008 - July 2012
Arden Asset Management 2006 - 2008
Dresdner Kleinwort 2004 - 2006
Merrill Lynch 2001 - 2003
Merrill Lynch 1996 - 2001
Merrill Lynch 1989 - 1996
Chemical Bank 1985 - 1989
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Global Macro, Equities, Derivatives, Asset Managment, Portfolio Management, Capital Markets, Bloomberg, Emerging Markets, Investments, Private Equity, Investor Relations, Asset Allocation, Investment Strategies, Commodity, FX Options, Trading
Education
Lafayette College 1981 — 1984
BA, International Affairs
Universität Regensburg / University of Regensburg 1983 — 1983
Junior Year Abroad
Standard Chartered Bank September 2012 - Present
Man Investments August 2008 - July 2012
Arden Asset Management 2006 - 2008
Dresdner Kleinwort 2004 - 2006
Merrill Lynch 2001 - 2003
Merrill Lynch 1996 - 2001
Merrill Lynch 1989 - 1996
Chemical Bank 1985 - 1989
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Global Macro, Equities, Derivatives, Asset Managment, Portfolio Management, Capital Markets, Bloomberg, Emerging Markets, Investments, Private Equity, Investor Relations, Asset Allocation, Investment Strategies, Commodity, FX Options, Trading
Education
Lafayette College 1981 — 1984
BA, International Affairs
Universität Regensburg / University of Regensburg 1983 — 1983
Junior Year Abroad
Mark W. Bublitz Mark W. Bublitz's Merrill Lynch Experience June 1995 - March 2010
Job Vice President Center Street Wealth Strategies, Financial Advisor RJFS
Industry Financial Services
Experience
Center Street Wealth Strategies / Raymond James Financial Services March 2010 - Present
Dearborn Chamber of Commerce 2005 - Present
BNI Dearborn October 1996 - Present
Livonia Community Foundation 2012 - 2015
Livonia Community Foundation 2012 - 2015
BNI Dearborn 2010 - 2011
Merrill Lynch June 1995 - March 2010
Dearborn BNI 1998 - 2010
Brown & Williamson Tobbacco November 1979 - February 1994
Education
Lawrence Technological University 1976 — 1979
BSBA, Marketing, Finance
Center Street Wealth Strategies / Raymond James Financial Services March 2010 - Present
Dearborn Chamber of Commerce 2005 - Present
BNI Dearborn October 1996 - Present
Livonia Community Foundation 2012 - 2015
Livonia Community Foundation 2012 - 2015
BNI Dearborn 2010 - 2011
Merrill Lynch June 1995 - March 2010
Dearborn BNI 1998 - 2010
Brown & Williamson Tobbacco November 1979 - February 1994
Education
Lawrence Technological University 1976 — 1979
BSBA, Marketing, Finance
Richard Baynes's Merrill Lynch Experience December 2007 - May 2008
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture June 2010 - Present
eLoyalty July 2008 - June 2010
Merrill Lynch December 2007 - May 2008
Amgen May 2007 - August 2007
Skills
Management Consulting, Business Analysis, Business Process..., Data Analysis, Analytics, Project Management, Business Strategy, Process Improvement, Strategic Planning, Business Intelligence, CRM, Health Insurance, Microsoft Office, Program Management, Customer Service, Customer Experience, Digital Strategy, Front Office, Management, Performance Management, Strategy, Business Process, Cross-functional Team..., IT Strategy, Vendor Management, Consulting
Education
Lake Forest College 2004 — 2008
Bachelor of Arts, Cum Laude, Economics, Communications
Pembroke Hill 1991 — 2004
Accenture June 2010 - Present
eLoyalty July 2008 - June 2010
Merrill Lynch December 2007 - May 2008
Amgen May 2007 - August 2007
Skills
Management Consulting, Business Analysis, Business Process..., Data Analysis, Analytics, Project Management, Business Strategy, Process Improvement, Strategic Planning, Business Intelligence, CRM, Health Insurance, Microsoft Office, Program Management, Customer Service, Customer Experience, Digital Strategy, Front Office, Management, Performance Management, Strategy, Business Process, Cross-functional Team..., IT Strategy, Vendor Management, Consulting
Education
Lake Forest College 2004 — 2008
Bachelor of Arts, Cum Laude, Economics, Communications
Pembroke Hill 1991 — 2004
James Fredrick Palumbo, CRPC®'s Merrill Lynch Experience November 2009 - April 2010
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2010 - Present
Merrill Lynch November 2009 - April 2010
Commercial Funding Group LLC April 2006 - November 2009
Ryan Labs January 2001 - November 2009
TransGlobal Capital April 2004 - March 2006
New York Life Insurance Company July 1995 - January 2001
Connie Lee (acquired by AMBAC) June 1987 - July 1995
Sallie Mae January 1978 - June 1987
NASD, NSCC & NASDAQ September 1975 - January 1978
Education
Washington University in St. Louis 1973 — 1975
Master of Business Administration (M.B.A.), Finance, Marketing
Lake Forest College 1969 — 1973
Bachelor of Arts (B.A.), Economics, Dramatic Arts
Cheshire Academy 1968 — 1969
High School, College/University Preparatory Secondary Diploma Program, Honors
UBS Financial Services Inc. April 2010 - Present
Merrill Lynch November 2009 - April 2010
Commercial Funding Group LLC April 2006 - November 2009
Ryan Labs January 2001 - November 2009
TransGlobal Capital April 2004 - March 2006
New York Life Insurance Company July 1995 - January 2001
Connie Lee (acquired by AMBAC) June 1987 - July 1995
Sallie Mae January 1978 - June 1987
NASD, NSCC & NASDAQ September 1975 - January 1978
Education
Washington University in St. Louis 1973 — 1975
Master of Business Administration (M.B.A.), Finance, Marketing
Lake Forest College 1969 — 1973
Bachelor of Arts (B.A.), Economics, Dramatic Arts
Cheshire Academy 1968 — 1969
High School, College/University Preparatory Secondary Diploma Program, Honors
John E. Lee, CFP® John E. Lee, CFP®'s Merrill Lynch Experience November 2011 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
TIAA-CREF August 2005 - September 2010
Lincoln Financial Advisors March 2003 - June 2005
Skills
Wealth Management
Education
Lamar University 1974 — 1978
Merrill Lynch November 2011 - Present
TIAA-CREF August 2005 - September 2010
Lincoln Financial Advisors March 2003 - June 2005
Skills
Wealth Management
Education
Lamar University 1974 — 1978
Theodore James Theodore James's Merrill Lynch Experience 2004 - 2009
Job Proprietor at Ted's Vending Service
Industry Higher Education
Experience
Market America August 2010 - Present
The New School June 2009 - Present
Ted's Vending Service April 1997 - Present
Merrill Lynch 2004 - 2009
Skills
Microsoft Office, Public Speaking, Research, Customer Service, Strategic Planning, Nonprofits, Social Media Marketing, Social Media, Microsoft Excel
Education
LaGuardia Community College 1990 — 1993
AAS, Computer Science
Market America August 2010 - Present
The New School June 2009 - Present
Ted's Vending Service April 1997 - Present
Merrill Lynch 2004 - 2009
Skills
Microsoft Office, Public Speaking, Research, Customer Service, Strategic Planning, Nonprofits, Social Media Marketing, Social Media, Microsoft Excel
Education
LaGuardia Community College 1990 — 1993
AAS, Computer Science
Jerry Campione Jerry Campione's Merrill Lynch Experience 1991 - 2003
Job Teacher at Edison Township Public Schools
Industry Primary/Secondary Education
Experience
Edison Township Public Schools 2003 - Present
Merrill Lynch 1991 - 2003
Chapman Direct Advertising 1990 - 1991
Chapman Direct 1990 - 1991
Carles and Co. 1989 - 1990
Merrill Lynch 1985 - 1989
Skills
Classroom Management, Leadership Development, Public Speaking, Marketing Communications, Program Management, Staff Development, Advertising, Customer Service, Data Analysis, Sales, Teaching, Coaching, Marketing, Educational Technology, Series 7, Curriculum Development, Differentiated..., Strategic Planning, Fundraising, Microsoft Word, Nonprofits, Community Outreach, Curriculum Design, Training, Leadership, Project Management, Editing, Social Media, PowerPoint, Event Planning, Microsoft Excel, Research, Microsoft Office
Education
Lamar University 2011 — 2013
Master of Arts (M.A.), Educational Leadership and Administration, General
University at Albany, SUNY 1981 — 1985
BA, English, Business
Edison Township Public Schools 2003 - Present
Merrill Lynch 1991 - 2003
Chapman Direct Advertising 1990 - 1991
Chapman Direct 1990 - 1991
Carles and Co. 1989 - 1990
Merrill Lynch 1985 - 1989
Skills
Classroom Management, Leadership Development, Public Speaking, Marketing Communications, Program Management, Staff Development, Advertising, Customer Service, Data Analysis, Sales, Teaching, Coaching, Marketing, Educational Technology, Series 7, Curriculum Development, Differentiated..., Strategic Planning, Fundraising, Microsoft Word, Nonprofits, Community Outreach, Curriculum Design, Training, Leadership, Project Management, Editing, Social Media, PowerPoint, Event Planning, Microsoft Excel, Research, Microsoft Office
Education
Lamar University 2011 — 2013
Master of Arts (M.A.), Educational Leadership and Administration, General
University at Albany, SUNY 1981 — 1985
BA, English, Business
Michael Elgarten Michael Elgarten's Merrill Lynch Experience 1986 - 1993
Job Chief Financial Officer at Clever Devices
Industry Information Technology and Services
Experience
Clever Devices August 2013 - Present
Clever Devices August 2011 - August 2013
RBC Capital Markets May 2010 - September 2011
Golden Seeds Ventures February 2009 - October 2010
Morgan Stanley 2007 - 2008
Banc of America Securities 1998 - 2007
Union Bank of Switzerland 1993 - 1998
Merrill Lynch 1986 - 1993
Skills
Angel Investing, Venture Capital, Equities, Corporate Development, Private Equity, Investment Banking, Due Diligence, Investor Relations, Mergers, Valuation, Financial Modeling, Investments, Alternative Investments, Start-ups, Corporate Finance, Leadership, Structured Finance, Financial Analysis, Business Strategy, Financial Structuring, Strategy, Entrepreneurship, IPO, Derivatives, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics & Business
Randolph High School
Clever Devices August 2013 - Present
Clever Devices August 2011 - August 2013
RBC Capital Markets May 2010 - September 2011
Golden Seeds Ventures February 2009 - October 2010
Morgan Stanley 2007 - 2008
Banc of America Securities 1998 - 2007
Union Bank of Switzerland 1993 - 1998
Merrill Lynch 1986 - 1993
Skills
Angel Investing, Venture Capital, Equities, Corporate Development, Private Equity, Investment Banking, Due Diligence, Investor Relations, Mergers, Valuation, Financial Modeling, Investments, Alternative Investments, Start-ups, Corporate Finance, Leadership, Structured Finance, Financial Analysis, Business Strategy, Financial Structuring, Strategy, Entrepreneurship, IPO, Derivatives, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics & Business
Randolph High School
Susan Dreier Susan Dreier's Merrill Lynch Experience October 1992 - January 2009
Job Owner and CEO at SL Enterprise Jacksonville, Inc.
Industry Information Technology and Services
Experience
SL Enterprise Jacksonville, Inc. January 2010 - Present
Susie's Creations January 2000 - Present
Merrill Lynch October 1992 - January 2009
Central Bark Bakery January 2004 - December 2006
Education
Tampa College 1984 — 1987
BS, Business Administration
Lansing Community College 1980 — 1983
Business Administration
SL Enterprise Jacksonville, Inc. January 2010 - Present
Susie's Creations January 2000 - Present
Merrill Lynch October 1992 - January 2009
Central Bark Bakery January 2004 - December 2006
Education
Tampa College 1984 — 1987
BS, Business Administration
Lansing Community College 1980 — 1983
Business Administration
Brooke Fairman Brooke Fairman's Merrill Lynch Experience 2004 - 2004
Job Director of Development at The Roger Williams Park Zoo
Industry Nonprofit Organization Management
Experience
The Roger Williams Zoo August 2013 - Present
The Salvation Army October 2012 - January 2013
Rhode Island Free Clinic November 2011 - May 2012
The Salvation Army November 2009 - November 2011
Bank of America July 2009 - November 2009
Bank of America February 2008 - April 2009
Compass Bank August 2006 - October 2007
Amsouth Bank 2004 - 2006
Merrill Lynch 2004 - 2004
Prudential Bank and Trust Company 1998 - 2002
Skills
Business Development, Community Outreach, Events, Grant Writing, Leadership, Microsoft Excel, Microsoft Office, Social Networking, Non-profits, New Business Development, Organization, Problem Solving, Customer Service, Financial Advisory, Event Planning, Public Relations, Management, Philanthropy, Planned Giving, Volunteer Management, Stewardship, Finance, Event Management, Estate Planning, Sales, Board Development, Program Development, Grants, Non-profit..., Annual Giving, Community Development, Non-profit Board..., Newsletters, Research, Policy, Leadership Development, Organizational..., Prospect Research, Proposal Writing, Social Media, Staff Development, Nonprofits
Education
Lake Forest College 1980 — 1983
Bachelor of Arts (B.A.), History
Lake Forest College
Bachelor's degree, History
The Roger Williams Zoo August 2013 - Present
The Salvation Army October 2012 - January 2013
Rhode Island Free Clinic November 2011 - May 2012
The Salvation Army November 2009 - November 2011
Bank of America July 2009 - November 2009
Bank of America February 2008 - April 2009
Compass Bank August 2006 - October 2007
Amsouth Bank 2004 - 2006
Merrill Lynch 2004 - 2004
Prudential Bank and Trust Company 1998 - 2002
Skills
Business Development, Community Outreach, Events, Grant Writing, Leadership, Microsoft Excel, Microsoft Office, Social Networking, Non-profits, New Business Development, Organization, Problem Solving, Customer Service, Financial Advisory, Event Planning, Public Relations, Management, Philanthropy, Planned Giving, Volunteer Management, Stewardship, Finance, Event Management, Estate Planning, Sales, Board Development, Program Development, Grants, Non-profit..., Annual Giving, Community Development, Non-profit Board..., Newsletters, Research, Policy, Leadership Development, Organizational..., Prospect Research, Proposal Writing, Social Media, Staff Development, Nonprofits
Education
Lake Forest College 1980 — 1983
Bachelor of Arts (B.A.), History
Lake Forest College
Bachelor's degree, History
Marquita Auffenberg Marquita Auffenberg's Merrill Lynch Experience October 1987 - October 1988
Job Regional Supervisor 1, Field Services Control Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors, LLC January 2012 - March 2014
NutraMetrix January 2009 - January 2012
Market America March 1985 - January 2012
Marquita Auffenberg, Landscape Architect January 1985 - January 2012
Doncaster Extraordinary Clothing for Extrarodinary Women December 2006 - February 2009
Bank of America September 2004 - October 2005
Stifel Nicolaus October 1988 - October 1989
Merrill Lynch October 1987 - October 1988
Benedict Sutherland Dusterberg October 1983 - October 1985
Skills
Design, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Small Business, Marketing, Sales, Team Building, Microsoft Excel, Social Media, Coaching, Microsoft Word, Entrepreneurship, Event Planning, Social Networking, Retail, Social Media Marketing, Marketing Strategy, Strategic Planning, Research, Non-profits, New Business Development, Sales Management, Leadership
Education
Landmark Education 1992 — 2011
Curriculum for Living, Breakthrough Technology
University of Virginia 1973 — 1978
B.S., Landscape Architecture
Villa Duchesne 1969 — 1973
High School
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors, LLC January 2012 - March 2014
NutraMetrix January 2009 - January 2012
Market America March 1985 - January 2012
Marquita Auffenberg, Landscape Architect January 1985 - January 2012
Doncaster Extraordinary Clothing for Extrarodinary Women December 2006 - February 2009
Bank of America September 2004 - October 2005
Stifel Nicolaus October 1988 - October 1989
Merrill Lynch October 1987 - October 1988
Benedict Sutherland Dusterberg October 1983 - October 1985
Skills
Design, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Small Business, Marketing, Sales, Team Building, Microsoft Excel, Social Media, Coaching, Microsoft Word, Entrepreneurship, Event Planning, Social Networking, Retail, Social Media Marketing, Marketing Strategy, Strategic Planning, Research, Non-profits, New Business Development, Sales Management, Leadership
Education
Landmark Education 1992 — 2011
Curriculum for Living, Breakthrough Technology
University of Virginia 1973 — 1978
B.S., Landscape Architecture
Villa Duchesne 1969 — 1973
High School
Yihang Du's Merrill Lynch Experience January 2015 - January 2015
Job Student at Lafayette College
Industry Financial Services
Experience
Lafayette College January 2013 - Present
Lafayette College August 2013 - Present
Lafayette College May 2015 - August 2015
Merrill Lynch January 2015 - January 2015
Lafayette College June 2014 - July 2014
Barclays January 2014 - January 2014
China Construction Bank July 2013 - August 2013
Sodexo October 2012 - May 2013
BarHappy LLC October 2012 - January 2013
Shenzhen Poly Technic July 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Python, Stata, R, Matlab, Mathematica, AutoCAD, SketchUp, LaTeX, Photoshop, Social Media, Research, Teamwork, Actuaries, Photography
Education
UCL 2014 — 2014
Affiliate Student, Economics, Statistics
Lafayette College 2012 — 2016
Bachelor of Science (B.S.), Mathematics
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Lafayette College January 2013 - Present
Lafayette College August 2013 - Present
Lafayette College May 2015 - August 2015
Merrill Lynch January 2015 - January 2015
Lafayette College June 2014 - July 2014
Barclays January 2014 - January 2014
China Construction Bank July 2013 - August 2013
Sodexo October 2012 - May 2013
BarHappy LLC October 2012 - January 2013
Shenzhen Poly Technic July 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Python, Stata, R, Matlab, Mathematica, AutoCAD, SketchUp, LaTeX, Photoshop, Social Media, Research, Teamwork, Actuaries, Photography
Education
UCL 2014 — 2014
Affiliate Student, Economics, Statistics
Lafayette College 2012 — 2016
Bachelor of Science (B.S.), Mathematics
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Amber Seiler Amber Seiler's Merrill Lynch Experience September 2013 - June 2015
Job Overall Wellness
Industry Health, Wellness and Fitness
Experience
Scottrade June 2015 - Present
Don't Mess With My Tu-Tu! October 2014 - Present
Total Wellness Makeover August 2012 - Present
Merrill Lynch September 2013 - June 2015
J.P. Morgan August 2010 - September 2013
Thrivent August 2009 - August 2010
Germer Gertz January 2004 - August 2009
Skills
Personal Finance, Licensed Life & Health..., Series 7, series 66, nutrition, fitness, paralegal, IRAs, Small Business, Life Insurance, Loans, Retirement, Credit, Fixed Annuities, Retirement Planning, Mortgage Lending, Banking, Mutual Funds, Consumer Lending, Lines Of Credit, Insurance, Small Business Lending, Investments, Life, Finance, College Savings Plans, FINRA, Strategic Financial..., Wealth, Relationship Management, Portfolio Management, Financial Advisory, Asset Management, Securities, Disability Insurance, Health Insurance, Estate Planning, Wealth Management, Financial Analysis, Residential Mortgages, Investment Advisory, 401k, Long-term Care, Bonds, Risk Management, Asset Allocation, Employee Benefits, Business Relationship..., Long Term Care Insurance, Term Life Insurance
Education
College for Financial Planning 2015 — 2015
AAMS ACCREDITED ASSET MANAGEMENT SPECIALIST, Accredited Asset Management Specialist
Finra 2009 — 2009
Series 7 and Series 66, Investments and Securities
Texas Department of Insurance 2009 — 2009
Life Health Insurance, Insurance
Lamar University 2007 — 2009
Finance, Accounting and Finance
Lamar State College-Port Arthur 2005 — 2007
Associate of Science (A.S.), Legal Assistant/Paralegal
Scottrade June 2015 - Present
Don't Mess With My Tu-Tu! October 2014 - Present
Total Wellness Makeover August 2012 - Present
Merrill Lynch September 2013 - June 2015
J.P. Morgan August 2010 - September 2013
Thrivent August 2009 - August 2010
Germer Gertz January 2004 - August 2009
Skills
Personal Finance, Licensed Life & Health..., Series 7, series 66, nutrition, fitness, paralegal, IRAs, Small Business, Life Insurance, Loans, Retirement, Credit, Fixed Annuities, Retirement Planning, Mortgage Lending, Banking, Mutual Funds, Consumer Lending, Lines Of Credit, Insurance, Small Business Lending, Investments, Life, Finance, College Savings Plans, FINRA, Strategic Financial..., Wealth, Relationship Management, Portfolio Management, Financial Advisory, Asset Management, Securities, Disability Insurance, Health Insurance, Estate Planning, Wealth Management, Financial Analysis, Residential Mortgages, Investment Advisory, 401k, Long-term Care, Bonds, Risk Management, Asset Allocation, Employee Benefits, Business Relationship..., Long Term Care Insurance, Term Life Insurance
Education
College for Financial Planning 2015 — 2015
AAMS ACCREDITED ASSET MANAGEMENT SPECIALIST, Accredited Asset Management Specialist
Finra 2009 — 2009
Series 7 and Series 66, Investments and Securities
Texas Department of Insurance 2009 — 2009
Life Health Insurance, Insurance
Lamar University 2007 — 2009
Finance, Accounting and Finance
Lamar State College-Port Arthur 2005 — 2007
Associate of Science (A.S.), Legal Assistant/Paralegal
Hadi Ranahosseini's Merrill Lynch Experience 1998 - 2000
Job Consultant
Industry Financial Services
Experience
TIAA-CREF February 2006 - September 2010
Charles Schwab 2000 - 2002
Merrill Lynch 1998 - 2000
Education
Lamar University 1982 — 1982
Bachelor of Science in Mechanical Engineering (BSME)
TIAA-CREF February 2006 - September 2010
Charles Schwab 2000 - 2002
Merrill Lynch 1998 - 2000
Education
Lamar University 1982 — 1982
Bachelor of Science in Mechanical Engineering (BSME)
Tara Griggs Tara Griggs's Merrill Lynch Experience May 2015 - Present
Job Resident Director Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch January 2012 - May 2015
Merrill Lynch July 2008 - January 2012
Wells Fargo September 2001 - October 2003
NBD/Bank One/Chase Bank October 1994 - September 2001
Skills
Microsoft Office, Customer Service, Microsoft Word, Risk Management, Budgets, Time Management, Financial Services, Leadership, Teamwork
Education
Baker College Business and Corporate Services 1998 — 1999
Bachelor of Business Administration (BBA)
Michigan State University 1997 — 1998
Elementary Education and Teaching
Lansing Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.)
Merrill Lynch May 2015 - Present
Merrill Lynch January 2012 - May 2015
Merrill Lynch July 2008 - January 2012
Wells Fargo September 2001 - October 2003
NBD/Bank One/Chase Bank October 1994 - September 2001
Skills
Microsoft Office, Customer Service, Microsoft Word, Risk Management, Budgets, Time Management, Financial Services, Leadership, Teamwork
Education
Baker College Business and Corporate Services 1998 — 1999
Bachelor of Business Administration (BBA)
Michigan State University 1997 — 1998
Elementary Education and Teaching
Lansing Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.)
Will Green, CRPC®'s Merrill Lynch Experience 1998 - 2003
Job Vice President, Merrill Edge
Industry Financial Services
Experience
National Alliance Capital Markets January 2011 - January 2013
KCG Holdings, Inc. 2003 - 2010
Merrill Lynch 1998 - 2003
Skills
Investments, Hedge Funds, Securities, Trading, Asset Management, Wealth Management, Options, Fixed Income, Mutual Funds, Investment Management, ETFs, Risk Management, Equity Research, Investment Strategies, Strategic Financial..., Retirement Planning, Asset Managment, Socially Responsible..., 401k, IRAs, Roth IRA, Budgets, College Savings Plans, Mortgage Banking, Qualified Retirement..., Medicare
Education
Lake Forest College
Psychology, Business
Thayer Academy
National Alliance Capital Markets January 2011 - January 2013
KCG Holdings, Inc. 2003 - 2010
Merrill Lynch 1998 - 2003
Skills
Investments, Hedge Funds, Securities, Trading, Asset Management, Wealth Management, Options, Fixed Income, Mutual Funds, Investment Management, ETFs, Risk Management, Equity Research, Investment Strategies, Strategic Financial..., Retirement Planning, Asset Managment, Socially Responsible..., 401k, IRAs, Roth IRA, Budgets, College Savings Plans, Mortgage Banking, Qualified Retirement..., Medicare
Education
Lake Forest College
Psychology, Business
Thayer Academy
Maggie DeFilippo Maggie DeFilippo's Merrill Lynch Experience January 2006 - February 2006
Job Vice President at Cerberus Capital Management
Industry Financial Services
Experience
Cerberus Capital Management April 2015 - Present
The Blackstone Group September 2010 - April 2015
Thomson Reuters - Corporate Advisory Services July 2007 - September 2010
U.S. Federal Court District of N.J. January 2007 - May 2007
Merrill Lynch January 2006 - February 2006
Skills
Hedge Funds, Private Equity, Alternative Investments, Equities, Financial Modeling, Valuation, Capital Markets, Fixed Income, Financial Analysis, Financial Markets, Investment Banking, Finance
Education
Lafayette College 2003 — 2007
Business & Economics
The Pingry School 1999 — 2003
Cerberus Capital Management April 2015 - Present
The Blackstone Group September 2010 - April 2015
Thomson Reuters - Corporate Advisory Services July 2007 - September 2010
U.S. Federal Court District of N.J. January 2007 - May 2007
Merrill Lynch January 2006 - February 2006
Skills
Hedge Funds, Private Equity, Alternative Investments, Equities, Financial Modeling, Valuation, Capital Markets, Fixed Income, Financial Analysis, Financial Markets, Investment Banking, Finance
Education
Lafayette College 2003 — 2007
Business & Economics
The Pingry School 1999 — 2003
Mark (Marcus) Nadeau's Merrill Lynch Experience August 2008 - March 2009
Job IS Business Analyst FSP at (TBA)
Industry Information Technology and Services
Experience
(TBA) September 2015 - Present
California Department of Finance October 2014 - April 2015
Tesla Motors April 2014 - September 2014
California Department of Water Resources April 2013 - December 2013
Bank of America October 2012 - February 2013
South Carolina Department of Employment and Workforce March 2012 - August 2012
Intel Corporation August 2011 - January 2012
Nike February 2011 - August 2011
Intel Corporation December 2009 - February 2011
Merrill Lynch August 2008 - March 2009
Skills
SDLC, Business Analysis, Testing, SQL, Quality Assurance, Process Improvement, Requirements Analysis, Scrum, Windows, SharePoint, Analysis, Team Building, Microsoft project, SQL Server, Cross-functional Team..., Technical Writing, Problem Solving, Agile project background, Systems Development..., Visio, Detailed orientated and..., Solid document writing..., strong communications..., Motivated, and..., Always looking to..., writing T-SQL queries..., writing PL-SQL queries..., SQL Server Management..., Experienced..., Experience using MSI..., Win 2k, XP, Vista, UNIX, AS400, Mac OS X Snow Leopard, Linux - SuSE, ubuntu..., coaching, and mentoring, training new employees;..., Unix, XP, Agile, Visual Studio, Mac OS X, Access, Documentation, Team Leadership, Change Management, SaaS, Customer Relations, Business Intelligence, Process Engineering, Data Analysis
Education
University of Phoenix 2008 — 2010
MBA/GM, Global Management
University of Phoenix 2004 — 2007
BS IT, Software Information Technology
Lane Community College 1991 — 1994
AAS ET, Electronics & Software
(TBA) September 2015 - Present
California Department of Finance October 2014 - April 2015
Tesla Motors April 2014 - September 2014
California Department of Water Resources April 2013 - December 2013
Bank of America October 2012 - February 2013
South Carolina Department of Employment and Workforce March 2012 - August 2012
Intel Corporation August 2011 - January 2012
Nike February 2011 - August 2011
Intel Corporation December 2009 - February 2011
Merrill Lynch August 2008 - March 2009
Skills
SDLC, Business Analysis, Testing, SQL, Quality Assurance, Process Improvement, Requirements Analysis, Scrum, Windows, SharePoint, Analysis, Team Building, Microsoft project, SQL Server, Cross-functional Team..., Technical Writing, Problem Solving, Agile project background, Systems Development..., Visio, Detailed orientated and..., Solid document writing..., strong communications..., Motivated, and..., Always looking to..., writing T-SQL queries..., writing PL-SQL queries..., SQL Server Management..., Experienced..., Experience using MSI..., Win 2k, XP, Vista, UNIX, AS400, Mac OS X Snow Leopard, Linux - SuSE, ubuntu..., coaching, and mentoring, training new employees;..., Unix, XP, Agile, Visual Studio, Mac OS X, Access, Documentation, Team Leadership, Change Management, SaaS, Customer Relations, Business Intelligence, Process Engineering, Data Analysis
Education
University of Phoenix 2008 — 2010
MBA/GM, Global Management
University of Phoenix 2004 — 2007
BS IT, Software Information Technology
Lane Community College 1991 — 1994
AAS ET, Electronics & Software
Maria Tatiana Gonzalez's Merrill Lynch Experience December 1997 - December 1997
Job Administrative Assistant
Industry Law Practice
Experience
DLA Piper September 2015 - Present
Schiff Hardin LLP December 2014 - Present
Nelson Brown & Co. July 2013 - February 2014
Putney, Twombly, Hall & Hirson LLP July 2013 - July 2013
Segal McCambridge Singer & Mahoney June 2013 - June 2013
Cohen Tauber Spievack & Wagner P.C. February 2013 - February 2013
UFCW Local 342 October 2012 - January 2013
Nixon Peabody June 2012 - June 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 1998 - March 2009
Merrill Lynch December 1997 - December 1997
Skills
Oral & Written..., PowerPoint, Lotus Notes, Microsoft Excel, Scanners, Dictaphone, Travel Arrangements, Litigation Support, Outlook, Spanish-speaking, ProLaw Document..., Executive Calendar..., Phillips Dictation..., PC Docs Document..., Aderant Billing Software, Adobe Acrobat, Worldox, Insurance Regulatory, Telephone Reception, MindManager, TOC and Styles, Microsoft Excel 2010, Microsoft Word 2010, Microsoft Outlook 2010, CarpeDiem, Elite Records Management, iManage
Education
Laguardia Community College
Administrative Assistant and Secretarial Science, General
DLA Piper September 2015 - Present
Schiff Hardin LLP December 2014 - Present
Nelson Brown & Co. July 2013 - February 2014
Putney, Twombly, Hall & Hirson LLP July 2013 - July 2013
Segal McCambridge Singer & Mahoney June 2013 - June 2013
Cohen Tauber Spievack & Wagner P.C. February 2013 - February 2013
UFCW Local 342 October 2012 - January 2013
Nixon Peabody June 2012 - June 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 1998 - March 2009
Merrill Lynch December 1997 - December 1997
Skills
Oral & Written..., PowerPoint, Lotus Notes, Microsoft Excel, Scanners, Dictaphone, Travel Arrangements, Litigation Support, Outlook, Spanish-speaking, ProLaw Document..., Executive Calendar..., Phillips Dictation..., PC Docs Document..., Aderant Billing Software, Adobe Acrobat, Worldox, Insurance Regulatory, Telephone Reception, MindManager, TOC and Styles, Microsoft Excel 2010, Microsoft Word 2010, Microsoft Outlook 2010, CarpeDiem, Elite Records Management, iManage
Education
Laguardia Community College
Administrative Assistant and Secretarial Science, General
Charles E. Chuck Heare Charles E. Chuck Heare's Merrill Lynch Experience September 1994 - February 2000
Job First Vice President Wealth Management/Wealth Advisor
Industry Financial Services
Experience
UBS Financial Services Inc. January 2014 - Present
UBS Financial Services Inc. July 2005 - December 2013
Morgan Stanley February 2000 - July 2005
Merrill Lynch September 1994 - February 2000
Paine Webber September 1987 - September 1994
Stanton-Schoen Associates January 1987 - August 1987
Monsanto Oil Company June 1981 - May 1986
Varibus Corporation May 1977 - May 1981
Skills
Series 7, Series 63, Series 65
Education
University of Houston 1982 — 1983
Lamar Univesity 1978 — 1981
Lamar University 1972 — 1977
BS
UBS Financial Services Inc. January 2014 - Present
UBS Financial Services Inc. July 2005 - December 2013
Morgan Stanley February 2000 - July 2005
Merrill Lynch September 1994 - February 2000
Paine Webber September 1987 - September 1994
Stanton-Schoen Associates January 1987 - August 1987
Monsanto Oil Company June 1981 - May 1986
Varibus Corporation May 1977 - May 1981
Skills
Series 7, Series 63, Series 65
Education
University of Houston 1982 — 1983
Lamar Univesity 1978 — 1981
Lamar University 1972 — 1977
BS
Usman Dar Usman Dar's Merrill Lynch Experience 2000 - 2005
Job Director, Oracle Database at First Data Corporation
Industry Facilities Services
Experience
First Data Corporation June 2014 - Present
Bank of America September 2009 - June 2014
Freddie Mac May 2009 - August 2009
JPMorgan Chase March 2008 - March 2009
Bear Stearns 2005 - 2008
Merrill Lynch 2000 - 2005
PaineWebber 1998 - 1999
Skills
Data Warehousing, Databases, SQL, Sybase, Oracle, Project Management, Performance Tuning, Disaster Recovery, Hadoop, ExaData, ZFS, BDA, Big Data, Netezza, ParAccel, ETL, Enterprise Architecture, DB2, Integration, Unix Shell Scripting, Database Design, Replication, Virtualization, VMware ESX, Storage Virtualization, SDLC, Cloud Computing, Sybase IQ, Unix, Sybase SQL Anywhere, Shell Scripting, Sybase Adaptive Server, Replication Technologies
Education
Lakehead University
Electrical Eng Tech, Electrical
University of Toronto
BSC, Computer & Math
First Data Corporation June 2014 - Present
Bank of America September 2009 - June 2014
Freddie Mac May 2009 - August 2009
JPMorgan Chase March 2008 - March 2009
Bear Stearns 2005 - 2008
Merrill Lynch 2000 - 2005
PaineWebber 1998 - 1999
Skills
Data Warehousing, Databases, SQL, Sybase, Oracle, Project Management, Performance Tuning, Disaster Recovery, Hadoop, ExaData, ZFS, BDA, Big Data, Netezza, ParAccel, ETL, Enterprise Architecture, DB2, Integration, Unix Shell Scripting, Database Design, Replication, Virtualization, VMware ESX, Storage Virtualization, SDLC, Cloud Computing, Sybase IQ, Unix, Sybase SQL Anywhere, Shell Scripting, Sybase Adaptive Server, Replication Technologies
Education
Lakehead University
Electrical Eng Tech, Electrical
University of Toronto
BSC, Computer & Math
gloria beltranversesi gloria beltranversesi's Merrill Lynch Experience September 1989 - September 1998
Job INTERNATIONAL SALES REPRESENTATIVE at CISSE CORPORATION
Industry Security and Investigations
Experience
Copeland Holdings l September 2003 - Present
Copeland Holdings Llc DBA Executive Security at Copeland Holdings 2003 - Present
Marriott Hotels September 1998 - September 2003
Merrill Lynch September 1989 - September 1998
Skills
Alarm Systems, Security Training, Security Operations, Security, Real Estate, Physical Security, Corporate Security, Access Control, Background Checks, Close Protection, Crisis Management, Firearms, Security Management, Security Audits, Loss Prevention, Counterterrorism, Surveillance, Private Investigations, Investigation, Protection, Security+, Emergency Management, CCTV, Personal Protection, Enforcement, Asset Protection, Law Enforcement
Education
Lanier Technical College 2012 — 2012
GENERAL
ACWORTH COLLEGE 2000 — 2003
General, Real Estate
Copeland Holdings l September 2003 - Present
Copeland Holdings Llc DBA Executive Security at Copeland Holdings 2003 - Present
Marriott Hotels September 1998 - September 2003
Merrill Lynch September 1989 - September 1998
Skills
Alarm Systems, Security Training, Security Operations, Security, Real Estate, Physical Security, Corporate Security, Access Control, Background Checks, Close Protection, Crisis Management, Firearms, Security Management, Security Audits, Loss Prevention, Counterterrorism, Surveillance, Private Investigations, Investigation, Protection, Security+, Emergency Management, CCTV, Personal Protection, Enforcement, Asset Protection, Law Enforcement
Education
Lanier Technical College 2012 — 2012
GENERAL
ACWORTH COLLEGE 2000 — 2003
General, Real Estate
Ashley Angelle's Merrill Lynch Experience June 2012 - August 2012
Job Business Development Officer at IBERIABANK
Industry Banking
Experience
IBERIABANK July 2014 - Present
IBERIABANK July 2014 - April 2015
Germer PLLC May 2009 - July 2014
Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Analysis, Financial Modeling, Finance, Microsoft Office, Outlook, Economics, Microsoft Word
Education
Lamar University 2013 — 2014
Master of Business Administration (MBA), Finance
Lamar University 2009 — 2012
Bachelor's Degree, Finance and Economics
IBERIABANK July 2014 - Present
IBERIABANK July 2014 - April 2015
Germer PLLC May 2009 - July 2014
Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Analysis, Financial Modeling, Finance, Microsoft Office, Outlook, Economics, Microsoft Word
Education
Lamar University 2013 — 2014
Master of Business Administration (MBA), Finance
Lamar University 2009 — 2012
Bachelor's Degree, Finance and Economics
christian pusateri christian pusateri's Merrill Lynch Experience August 2007 - January 2008
Job Surgical Sales Consultant at Henry Schein
Industry Medical Devices
Experience
Henry Schein September 2012 - Present
Implant Direct (A Danaher Company) June 2010 - September 2012
Osstem May 2009 - May 2010
Premier Health and Fitness May 2005 - April 2009
Merrill Lynch August 2007 - January 2008
Skills
Medical Devices, Sales Operations, Healthcare, Sales, Cold Calling, New Business Development, Customer Service, Surgery, Leadership, Direct Sales, Management, Sales Process, Capital Equipment, Surgeons, Business Development, Social Media, Marketing, Team Building, Strategic Partnerships, Product Launch, Account Management, Business Networking, Philanthropy, Orthopedic, Sales Force Development, Sales Management, Selling, Selling Skills, Sales Presentations, Surgical Instruments, Dental Sales, Trade Shows, Salesforce.com, Customer Retention, Strategy, Strategic Planning, Customer Relations, Letter Writing, Enthusiasm to learn, Market Development, Disposables, B2B, Product Marketing, Sales Effectiveness, Competitive Analysis, Marketing Strategy, Writing
Education
Landmark Education 2008 — 2008
Basic Course, Self Development, Business Development
University of Maryland College Park 2004 — 2008
B.A., English
Henry Schein September 2012 - Present
Implant Direct (A Danaher Company) June 2010 - September 2012
Osstem May 2009 - May 2010
Premier Health and Fitness May 2005 - April 2009
Merrill Lynch August 2007 - January 2008
Skills
Medical Devices, Sales Operations, Healthcare, Sales, Cold Calling, New Business Development, Customer Service, Surgery, Leadership, Direct Sales, Management, Sales Process, Capital Equipment, Surgeons, Business Development, Social Media, Marketing, Team Building, Strategic Partnerships, Product Launch, Account Management, Business Networking, Philanthropy, Orthopedic, Sales Force Development, Sales Management, Selling, Selling Skills, Sales Presentations, Surgical Instruments, Dental Sales, Trade Shows, Salesforce.com, Customer Retention, Strategy, Strategic Planning, Customer Relations, Letter Writing, Enthusiasm to learn, Market Development, Disposables, B2B, Product Marketing, Sales Effectiveness, Competitive Analysis, Marketing Strategy, Writing
Education
Landmark Education 2008 — 2008
Basic Course, Self Development, Business Development
University of Maryland College Park 2004 — 2008
B.A., English
Bill Digman, CRPC® Bill Digman, CRPC®'s Merrill Lynch Experience June 2014 - July 2015
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2015 - Present
Merrill Lynch June 2014 - July 2015
Mammatus Inc. June 2009 - June 2014
ArcMind May 2007 - July 2009
Bank of America April 2006 - May 2007
Citibank April 2005 - April 2006
Skills
Sales, Marketing, Banking, Loans, Insurance, Financial Services, Investments, Customer Retention, Training, Contract Negotiation, Direct Sales, Sales Management, CRM
Education
Las Positas College
Bachelor of Science in Business Administration transfer program
Merrill Edge September 2015 - Present
Merrill Lynch June 2014 - July 2015
Mammatus Inc. June 2009 - June 2014
ArcMind May 2007 - July 2009
Bank of America April 2006 - May 2007
Citibank April 2005 - April 2006
Skills
Sales, Marketing, Banking, Loans, Insurance, Financial Services, Investments, Customer Retention, Training, Contract Negotiation, Direct Sales, Sales Management, CRM
Education
Las Positas College
Bachelor of Science in Business Administration transfer program
Nicholas Peters's Merrill Lynch Experience February 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
AXA Advisors May 2011 - January 2012
Conn's January 2003 - January 2011
Skills
Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement, Financial Advisory, IRAs, Investments, 401k, Fixed Annuities, Securities, Financial Goals, Alternative Investments, Estate Planning, Investment Management, Insurance, Bonds, Finance, Wealth, Equities, 401k Rollovers, Long Term Care Insurance, Pensions, Wealth Accumulation, Long-term Care
Education
Lamar University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Kelly High School
Merrill Lynch February 2012 - Present
AXA Advisors May 2011 - January 2012
Conn's January 2003 - January 2011
Skills
Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement, Financial Advisory, IRAs, Investments, 401k, Fixed Annuities, Securities, Financial Goals, Alternative Investments, Estate Planning, Investment Management, Insurance, Bonds, Finance, Wealth, Equities, 401k Rollovers, Long Term Care Insurance, Pensions, Wealth Accumulation, Long-term Care
Education
Lamar University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Kelly High School
Ryan Dodds's Merrill Lynch Experience June 2014 - August 2014
Job Leveraged Finance Analyst
Industry Financial Services
Experience
Citi June 2015 - Present
Athletes C.A.R.E. September 2012 - Present
Merrill Lynch June 2014 - August 2014
IQE January 2014 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, AutoCAD, Microsoft Word, Inventor, Google SketchUp, Labview
Education
Lafayette College 2011 — 2015
Mechanical Engineering & Economics
Citi June 2015 - Present
Athletes C.A.R.E. September 2012 - Present
Merrill Lynch June 2014 - August 2014
IQE January 2014 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, AutoCAD, Microsoft Word, Inventor, Google SketchUp, Labview
Education
Lafayette College 2011 — 2015
Mechanical Engineering & Economics
Francois Marquis, CFP® Francois Marquis, CFP®'s Merrill Lynch Experience 2009 - June 2013
Job Financial Consultant at Valenti Wealth Management, LLC
Industry Financial Services
Experience
Valenti Wealth Management, LLC July 2013 - Present
Merrill Lynch 2009 - June 2013
Smith Barney 2006 - 2009
Vanguard 2003 - 2006
Vanguard 2000 - 2003
Professional Ice Hockey 1993 - 1999
Skills
Retirement Planning, Finance, Investment Advisory, Estate Planning, College Education..., Insurance Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
Master of Business Administration (MBA)
Lake Forest College 1989 — 1993
Bachelor of Arts (B.A.), Business
Valenti Wealth Management, LLC July 2013 - Present
Merrill Lynch 2009 - June 2013
Smith Barney 2006 - 2009
Vanguard 2003 - 2006
Vanguard 2000 - 2003
Professional Ice Hockey 1993 - 1999
Skills
Retirement Planning, Finance, Investment Advisory, Estate Planning, College Education..., Insurance Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
Master of Business Administration (MBA)
Lake Forest College 1989 — 1993
Bachelor of Arts (B.A.), Business
Eugene Ryskal's Merrill Lynch Experience January 2011 - May 2011
Job Consultant at Axiom Consulting Partners
Industry Management Consulting
Experience
Axiom Consulting Partners February 2013 - Present
Zurich North America June 2012 - February 2013
Axiom Consulting Partners August 2011 - May 2012
Merrill Lynch January 2011 - May 2011
Skills
Management Consulting, Organizational Design, Organizational..., Financial Analysis
Education
Lake Forest College 2010 — 2012
B.A., Finance, 3.85/4.0
Axiom Consulting Partners February 2013 - Present
Zurich North America June 2012 - February 2013
Axiom Consulting Partners August 2011 - May 2012
Merrill Lynch January 2011 - May 2011
Skills
Management Consulting, Organizational Design, Organizational..., Financial Analysis
Education
Lake Forest College 2010 — 2012
B.A., Finance, 3.85/4.0
Mark Christenson Mark Christenson's Merrill Lynch Experience October 1991 - August 1999
Job Managing Director, Investments at Raymond James, LLC
Industry Financial Services
Experience
Raymond James, LLC August 1999 - Present
Merrill Lynch October 1991 - August 1999
Education
Lafayette College
Bachelor of Arts (BA), Business and Economics
Raymond James, LLC August 1999 - Present
Merrill Lynch October 1991 - August 1999
Education
Lafayette College
Bachelor of Arts (BA), Business and Economics
Chad Welborn Chad Welborn's Merrill Lynch Experience January 1999 - May 2001
Job Chief Investment Officer at CopperPoint Mutual
Industry Investment Management
Experience
CopperPoint/SCF Arizona September 2009 - Present
RLI September 2006 - July 2009
National City Bank May 2001 - September 2006
Merrill Lynch January 1999 - May 2001
JP Morgan Chase May 1994 - January 1999
Skills
Insurance, Portfolio Management, Asset Management, Investments, Asset Allocation, Fixed Income, Equities, Employee Benefits, Investment Strategies, Financial Modeling, Mutual Funds, Strategic Financial..., Risk Management, Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Finance
Lake Forest College 1990 — 1994
BA, Business
CopperPoint/SCF Arizona September 2009 - Present
RLI September 2006 - July 2009
National City Bank May 2001 - September 2006
Merrill Lynch January 1999 - May 2001
JP Morgan Chase May 1994 - January 1999
Skills
Insurance, Portfolio Management, Asset Management, Investments, Asset Allocation, Fixed Income, Equities, Employee Benefits, Investment Strategies, Financial Modeling, Mutual Funds, Strategic Financial..., Risk Management, Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Finance
Lake Forest College 1990 — 1994
BA, Business
Randal Langdon Randal Langdon's Merrill Lynch Experience 1983 - 2005
Job Managing Director Financial Services with Expertise in Wealth Management | Open to networking opportunities
Industry Financial Services
Experience
Financial Services Leadership, Dallas/Fort Worth Area 2015 - Present
Capgemini Consulting 2012 - Present
Lindner Capital Advisors, Inc. 2009 - 2011
Raymond James Financial 2006 - 2009
Merrill Lynch 1983 - 2005
Skills
Financial Advisory, Wealth Management, Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Optimization, Leadership, Venture Capital, Financial Services, Strategic Financial..., Portfolio Management, Capital Markets, Securities, Risk Management, Fixed Income, Hedge Funds, Financial Markets, Financial Risk, Derivatives, Asset Management, Investment Banking, Financial Modeling, Trading, Private Equity, Trading Systems, Bloomberg, Bonds, Relationship Management, Alternative Investments, Structured Products, Options, Asset Allocation, Finance, Investment Management, Investment Strategies, Valuation, Investment Advisory, Series 63, ETFs, Emerging Markets, Morningstar Direct, Due Diligence, Equity Research, Wealth Management..., Private Banking, Corporate Finance, Commodity, Banking
Education
Lamar University
MBA, Finance, Top of The Grad Class
Lamar University
B.S. Highest Honors Top of Grad Class, Chemistry
University of Pennsylvania - The Wharton School 1998 — 2000
Wharton Advanced Leadership Development 1998-1999. Post Graduate Work, Finance and Global Management
Financial Services Leadership, Dallas/Fort Worth Area 2015 - Present
Capgemini Consulting 2012 - Present
Lindner Capital Advisors, Inc. 2009 - 2011
Raymond James Financial 2006 - 2009
Merrill Lynch 1983 - 2005
Skills
Financial Advisory, Wealth Management, Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Optimization, Leadership, Venture Capital, Financial Services, Strategic Financial..., Portfolio Management, Capital Markets, Securities, Risk Management, Fixed Income, Hedge Funds, Financial Markets, Financial Risk, Derivatives, Asset Management, Investment Banking, Financial Modeling, Trading, Private Equity, Trading Systems, Bloomberg, Bonds, Relationship Management, Alternative Investments, Structured Products, Options, Asset Allocation, Finance, Investment Management, Investment Strategies, Valuation, Investment Advisory, Series 63, ETFs, Emerging Markets, Morningstar Direct, Due Diligence, Equity Research, Wealth Management..., Private Banking, Corporate Finance, Commodity, Banking
Education
Lamar University
MBA, Finance, Top of The Grad Class
Lamar University
B.S. Highest Honors Top of Grad Class, Chemistry
University of Pennsylvania - The Wharton School 1998 — 2000
Wharton Advanced Leadership Development 1998-1999. Post Graduate Work, Finance and Global Management
Michael Balch's Merrill Lynch Experience 2005 - 2007
Job Head of Sales | Partner at Good Harbor Financial, LLC
Industry Financial Services
Experience
Good Harbor Financial, LLC April 2013 - Present
NAVCAP NAV Capital Partners, LLC May 2009 - March 2013
Good, Better, Best Inc. November 2008 - March 2013
Janus Capital Group 2007 - 2008
Merrill Lynch 2005 - 2007
Columbia / Bank of America / Nations Funds 1998 - 2005
Fidelity Investments 1993 - 1998
Kemper 1991 - 1998
Education
Lake Forest College 1979 — 1983
BA
Good Harbor Financial, LLC April 2013 - Present
NAVCAP NAV Capital Partners, LLC May 2009 - March 2013
Good, Better, Best Inc. November 2008 - March 2013
Janus Capital Group 2007 - 2008
Merrill Lynch 2005 - 2007
Columbia / Bank of America / Nations Funds 1998 - 2005
Fidelity Investments 1993 - 1998
Kemper 1991 - 1998
Education
Lake Forest College 1979 — 1983
BA
Stuart M.C. Smith's Merrill Lynch Experience 1999 - 2000
Job Senior Wealth Manager
Industry Financial Services
Experience
ScotiaMcleod September 2002 - Present
Charles Schwab 2000 - 2002
Merrill Lynch 1999 - 2000
Skills
Wealth Management, Brokerage, Financial Planners, Investments, Portfolio Management, Securities, Wealth, Financial Services, Finance, Wealth Management..., Insurance, Strategy, Retirement, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, Equities, Financial Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Fixed Income, Estate Planning, Investment Management, Strategic Financial...
Education
Laurentian University/Université Laurentienne 1994 — 1998
HBCOM
Simon Fraser University 1992 — 1994
St. Andrew's College 1987 — 1992
High School
ScotiaMcleod September 2002 - Present
Charles Schwab 2000 - 2002
Merrill Lynch 1999 - 2000
Skills
Wealth Management, Brokerage, Financial Planners, Investments, Portfolio Management, Securities, Wealth, Financial Services, Finance, Wealth Management..., Insurance, Strategy, Retirement, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, Equities, Financial Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Fixed Income, Estate Planning, Investment Management, Strategic Financial...
Education
Laurentian University/Université Laurentienne 1994 — 1998
HBCOM
Simon Fraser University 1992 — 1994
St. Andrew's College 1987 — 1992
High School
Carrie (Farris) Green, M.A., CFA Carrie (Farris) Green, M.A., CFA's Merrill Lynch Experience January 2001 - December 2002
Job Senior Portfolio Manager Private Equities at Tennessee Consolidated Retirement System
Industry Investment Management
Experience
Tennessee Consolidated Retirement System May 2014 - Present
Tennessee Consolidated Retirement System June 2013 - Present
Tennessee Consolidated Retirement System January 2004 - June 2013
Tennessee Consolidated Retirement System June 2003 - December 2003
Merrill Lynch January 2001 - December 2002
Skills
Portfolio Management, Equities, Financial Analysis, Valuation, Financial Modeling, Alternative Investments, Management, Finance, Asset Management, Investments, Due Diligence, Bloomberg, Economics, Equity Research, Asset Allocation, Hedge Funds
Education
Middle Tennessee State University 2008 — 2011
M.A., Economics
Lambuth University 1999 — 2003
Bachelor of Business Administration, Economics
Franklin County High School 1996 — 1999
Diploma, General
Tennessee Consolidated Retirement System May 2014 - Present
Tennessee Consolidated Retirement System June 2013 - Present
Tennessee Consolidated Retirement System January 2004 - June 2013
Tennessee Consolidated Retirement System June 2003 - December 2003
Merrill Lynch January 2001 - December 2002
Skills
Portfolio Management, Equities, Financial Analysis, Valuation, Financial Modeling, Alternative Investments, Management, Finance, Asset Management, Investments, Due Diligence, Bloomberg, Economics, Equity Research, Asset Allocation, Hedge Funds
Education
Middle Tennessee State University 2008 — 2011
M.A., Economics
Lambuth University 1999 — 2003
Bachelor of Business Administration, Economics
Franklin County High School 1996 — 1999
Diploma, General
Carlton Butler Carlton Butler's Merrill Lynch Experience November 1991 - November 1992
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1993 - Present
Merrill Lynch November 1991 - November 1992
Education
Lamar University 1986 — 1991
BBA, Finance
Wells Fargo Advisors January 1993 - Present
Merrill Lynch November 1991 - November 1992
Education
Lamar University 1986 — 1991
BBA, Finance
Tristan L. Williams Tristan L. Williams's Merrill Lynch Experience October 2012 - January 2013
Job Finance & Real Estate Professional
Industry Aviation & Aerospace
Experience
Raytheon July 2015 - Present
New Markets Venture Partners August 2014 - May 2015
Air Products May 2014 - August 2014
Merrill Lynch October 2012 - January 2013
JPMorgan Chase & Co. 2009 - 2012
JPMorgan Chase & Co. 2007 - 2009
Skills
Banking, Finance, Customer Service, Strategic Financial..., Credit, Analysis, Start-ups, Leadership, Mergers & Acquisitions, Management, Business Development, Sales, Financial Modeling, Forecasting, Loans, Commercial Lending, Investment Management, Fixed Income, CRM, Funding, Strategy, Retail, Arabic, Assets Recovery, Income Statement, Portfolio Management, Investments, Entrepreneurship, Financial Risk, Financial Analysis, Investment Strategies
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA), Finance & Entrepreneurship
Lamar University 2003 — 2007
Bachelor of Business Administration, General Business
Raytheon July 2015 - Present
New Markets Venture Partners August 2014 - May 2015
Air Products May 2014 - August 2014
Merrill Lynch October 2012 - January 2013
JPMorgan Chase & Co. 2009 - 2012
JPMorgan Chase & Co. 2007 - 2009
Skills
Banking, Finance, Customer Service, Strategic Financial..., Credit, Analysis, Start-ups, Leadership, Mergers & Acquisitions, Management, Business Development, Sales, Financial Modeling, Forecasting, Loans, Commercial Lending, Investment Management, Fixed Income, CRM, Funding, Strategy, Retail, Arabic, Assets Recovery, Income Statement, Portfolio Management, Investments, Entrepreneurship, Financial Risk, Financial Analysis, Investment Strategies
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA), Finance & Entrepreneurship
Lamar University 2003 — 2007
Bachelor of Business Administration, General Business
Fred Winograd's Merrill Lynch Experience 1989 - April 1996
Job Banking Process Reengineering Consultant
Industry Banking
Experience
Union Bank of California 2007 - Present
UBOC December 2006 - Present
Thomas Weisel Partners January 2001 - December 2006
Capstan 1999 - 2001
Capstan Systems 1999 - 2001
Montgomery Securities 1996 - 2001
Banc of America Securities 1996 - 2000
Merrill Lynch 1989 - April 1996
The Chase Manhattan Bank 1973 - 1986
Skills
Electronic Trading, Management Consulting, Capital Markets, Payment Systems, Trading Systems, Financial Markets, Asset Managment, Back Office, Equities, Hedge Funds, Risk Management, Investment Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Enterprise Architecture, Management, SDLC, Strategy, Vendor Management, Asset Management, Derivatives, Securities, Business Analysis
Education
Lamar University
BSIE, Industrial Engineering
Union Bank of California 2007 - Present
UBOC December 2006 - Present
Thomas Weisel Partners January 2001 - December 2006
Capstan 1999 - 2001
Capstan Systems 1999 - 2001
Montgomery Securities 1996 - 2001
Banc of America Securities 1996 - 2000
Merrill Lynch 1989 - April 1996
The Chase Manhattan Bank 1973 - 1986
Skills
Electronic Trading, Management Consulting, Capital Markets, Payment Systems, Trading Systems, Financial Markets, Asset Managment, Back Office, Equities, Hedge Funds, Risk Management, Investment Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Enterprise Architecture, Management, SDLC, Strategy, Vendor Management, Asset Management, Derivatives, Securities, Business Analysis
Education
Lamar University
BSIE, Industrial Engineering
Albert Matzelle's Merrill Lynch Experience December 1986 - March 2008
Job
Industry Telecommunications
Experience
BT Global Services March 2008 - Present
Merrill Lynch December 1986 - March 2008
Parsons, Brinckerhoff, Quade and Douglas June 1979 - September 1986
Skills
Contract Negotiation, Vendor Management, Outsourcing, Service Delivery, Telecommunications, ITIL, IT Strategy, Managed Services, IT Service Management, Incident Management, IT Management, Project Delivery, Sla, IT Operations, Service Management, VoIP, Cisco Technologies, Leadership, Risk Management, Business Process..., Management, Program Management, PMP, PMO, SDLC, Disaster Recovery, Integration, Infrastructure, Change Management, Security, CRM, Networking, Project Portfolio..., Cloud Computing, Business Continuity, IT Outsourcing, Governance, Professional Services, Solution Architecture, Enterprise Architecture, System Deployment, Business Transformation, Stakeholder Management, WAN
Education
Brooklyn Technical High School 1971 — 1975
Laguardia Community College
Polytechnic University
St Matthais
St Matthais
BT Global Services March 2008 - Present
Merrill Lynch December 1986 - March 2008
Parsons, Brinckerhoff, Quade and Douglas June 1979 - September 1986
Skills
Contract Negotiation, Vendor Management, Outsourcing, Service Delivery, Telecommunications, ITIL, IT Strategy, Managed Services, IT Service Management, Incident Management, IT Management, Project Delivery, Sla, IT Operations, Service Management, VoIP, Cisco Technologies, Leadership, Risk Management, Business Process..., Management, Program Management, PMP, PMO, SDLC, Disaster Recovery, Integration, Infrastructure, Change Management, Security, CRM, Networking, Project Portfolio..., Cloud Computing, Business Continuity, IT Outsourcing, Governance, Professional Services, Solution Architecture, Enterprise Architecture, System Deployment, Business Transformation, Stakeholder Management, WAN
Education
Brooklyn Technical High School 1971 — 1975
Laguardia Community College
Polytechnic University
St Matthais
St Matthais
Scott Warden's Merrill Lynch Experience October 2013 - Present
Job Finance with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Warden Advisor Services November 2012 - September 2013
New York Life Insurance Company November 2010 - October 2012
Warden Advisor Services 2008 - 2010
UBS Global Asset Management December 2007 - June 2008
Merrill Lynch February 2007 - November 2007
Waddell & Reed Financial Services September 2003 - January 2007
Skills
Financial Modeling, Financial Statement..., Valuation Methodologies, Company Valuation, Discounted Cash Flow..., Precedent Transactions..., Comparable Public..., Cash Flow Modeling, Modeled Leveraged..., Pitching Ideas, Debt & Equity Financing, Sell-Side M&A, Investments, Series 7, Series 63, Retirement Planning, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Uniform Combined State..., Mergers & Acquisitions, Alternative Investments, Securities, Wealth Management..., Fixed Income, Investment Strategies, Finance, Bonds, Management, Investment Banking, Financial Markets, Financial Analysis, Equities, Due Diligence, Financial Advisory, Financial Services, Risk Management, Financial Planning, Banking, ETFs, Capital Markets
Education
CAIA Association 2015 — 2015
Fundamentals of Alternative Investment Certification Program
Investment Banking Institute 2012 — 2012
Investment Banking, Private Equity and Hedge Funds
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Business & Economics; emphasis on Finance
Central Bucks West H.S. 1995 — 1998
Engineering
Merrill Lynch October 2013 - Present
Warden Advisor Services November 2012 - September 2013
New York Life Insurance Company November 2010 - October 2012
Warden Advisor Services 2008 - 2010
UBS Global Asset Management December 2007 - June 2008
Merrill Lynch February 2007 - November 2007
Waddell & Reed Financial Services September 2003 - January 2007
Skills
Financial Modeling, Financial Statement..., Valuation Methodologies, Company Valuation, Discounted Cash Flow..., Precedent Transactions..., Comparable Public..., Cash Flow Modeling, Modeled Leveraged..., Pitching Ideas, Debt & Equity Financing, Sell-Side M&A, Investments, Series 7, Series 63, Retirement Planning, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Uniform Combined State..., Mergers & Acquisitions, Alternative Investments, Securities, Wealth Management..., Fixed Income, Investment Strategies, Finance, Bonds, Management, Investment Banking, Financial Markets, Financial Analysis, Equities, Due Diligence, Financial Advisory, Financial Services, Risk Management, Financial Planning, Banking, ETFs, Capital Markets
Education
CAIA Association 2015 — 2015
Fundamentals of Alternative Investment Certification Program
Investment Banking Institute 2012 — 2012
Investment Banking, Private Equity and Hedge Funds
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Business & Economics; emphasis on Finance
Central Bucks West H.S. 1995 — 1998
Engineering
Ted Hobbie's Merrill Lynch Experience May 1998 - October 2000
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2011 - Present
Neuberger Berman September 2008 - January 2011
Lehman Brothers/Neuberger Berman January 2008 - September 2008
Lehman Brothers/Neuberger Berman January 2004 - December 2007
Neuberger Berman November 2000 - December 2003
Merrill Lynch May 1998 - October 2000
Skills
Financial Advisory, Investments, Insurance, Fixed Annuities, Retirement Planning, Retirement
Education
Seton Hall University 1996 — 1998
MS, Finance
Lafayette College 1989 — 1993
BA, Government and Law
Neuberger Berman January 2011 - Present
Neuberger Berman September 2008 - January 2011
Lehman Brothers/Neuberger Berman January 2008 - September 2008
Lehman Brothers/Neuberger Berman January 2004 - December 2007
Neuberger Berman November 2000 - December 2003
Merrill Lynch May 1998 - October 2000
Skills
Financial Advisory, Investments, Insurance, Fixed Annuities, Retirement Planning, Retirement
Education
Seton Hall University 1996 — 1998
MS, Finance
Lafayette College 1989 — 1993
BA, Government and Law
Chris Smude's Merrill Lynch Experience 1997 - 1999
Job Owner, Smude & Associates, Inc.
Industry Financial Services
Experience
Smude & Associates, Inc. July 2004 - Present
Maher Structured Settlements January 2013 - Present
Triton Capital Management 2002 - 2004
UBS Paine Webber 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Retirement income..., Retirement plan..., 401 k rollovers, Term Life Insurance, Disability Insurance, Long Term Care, Retirement, 401k, Fixed Annuities, Long-term Care, Retirement Planning, Investment Advisory, Wealth Management, Structured Settlements, Universal Life, Equity Indexed Annuities, Estate Planning, IRAs, Life Insurance, Financial Planners, Long Term Care Insurance, Financial Advisory, Wealth, Strategic Financial..., 401k Rollovers, Wealth Management..., Wealth Accumulation, Finance, Personal Finance, Whole Life, Investment Strategies, Critical Illness, Asset Allocation, Investments, Insurance, Pensions, High Net Worth..., Small Business, Financial Services, Alternative Investments, Asset Management, Roth IRA, Portfolio Management
Education
Lawrence Technological University 1987 — 1989
BSBA, Marketing/Finance
Brother Rice High School 1981 — 1985
Strategic Coach 2005 — 2008
Dale Carnegie Training 1991 — 2000
Smude & Associates, Inc. July 2004 - Present
Maher Structured Settlements January 2013 - Present
Triton Capital Management 2002 - 2004
UBS Paine Webber 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Retirement income..., Retirement plan..., 401 k rollovers, Term Life Insurance, Disability Insurance, Long Term Care, Retirement, 401k, Fixed Annuities, Long-term Care, Retirement Planning, Investment Advisory, Wealth Management, Structured Settlements, Universal Life, Equity Indexed Annuities, Estate Planning, IRAs, Life Insurance, Financial Planners, Long Term Care Insurance, Financial Advisory, Wealth, Strategic Financial..., 401k Rollovers, Wealth Management..., Wealth Accumulation, Finance, Personal Finance, Whole Life, Investment Strategies, Critical Illness, Asset Allocation, Investments, Insurance, Pensions, High Net Worth..., Small Business, Financial Services, Alternative Investments, Asset Management, Roth IRA, Portfolio Management
Education
Lawrence Technological University 1987 — 1989
BSBA, Marketing/Finance
Brother Rice High School 1981 — 1985
Strategic Coach 2005 — 2008
Dale Carnegie Training 1991 — 2000
Marilyn Cikanovich VanDerMark's Merrill Lynch Experience 2001 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2001 - Present
Skills
Financial Services, Series 7, Banking, Uniform Combined State..., Securities, Mutual Funds
Education
Lafayette College 1996 — 2000
Université de Bourgogne 1998 — 1998
French
Taipei American School 1993 — 1996
Diploma
Merrill Lynch 2001 - Present
Skills
Financial Services, Series 7, Banking, Uniform Combined State..., Securities, Mutual Funds
Education
Lafayette College 1996 — 2000
Université de Bourgogne 1998 — 1998
French
Taipei American School 1993 — 1996
Diploma
Sherry (Sherry Dishman) Travis's Merrill Lynch Experience July 1997 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1997 - Present
Skills
Small Business, Retirement Planning, Wealth Management, Investments, Series 7, Strategic Financial..., Securities, Mutual Funds, Microsoft Excel, Investment Strategies, Asset Allocation, Financial Services, Asset Management, Fixed Annuities, Financial Planning
Education
Lamar University 1981 — 1986
BBA, Accounting
Vidor High School
Merrill Lynch July 1997 - Present
Skills
Small Business, Retirement Planning, Wealth Management, Investments, Series 7, Strategic Financial..., Securities, Mutual Funds, Microsoft Excel, Investment Strategies, Asset Allocation, Financial Services, Asset Management, Fixed Annuities, Financial Planning
Education
Lamar University 1981 — 1986
BBA, Accounting
Vidor High School
Mudassir Ali, CFA's Merrill Lynch Experience October 2012 - April 2013
Job Strategic Risk Program
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Merrill Lynch October 2012 - April 2013
Goldman Sachs February 2008 - October 2012
iENGINEERING March 2006 - August 2006
Abana Enterprises Group Co. March 2003 - January 2006
Skills
Fixed Income, C++, Java, Financial Services, Software Development, Equities, Financial Modeling, Trading, Risk Management, .NET, SDLC, Credit Derivatives, SQL
Education
New York University 2006 — 2008
Master of Science, Information Systems
Lahore University of Management Sciences 1998 — 2002
BSc, Computer Science
Credit Suisse July 2013 - Present
Merrill Lynch October 2012 - April 2013
Goldman Sachs February 2008 - October 2012
iENGINEERING March 2006 - August 2006
Abana Enterprises Group Co. March 2003 - January 2006
Skills
Fixed Income, C++, Java, Financial Services, Software Development, Equities, Financial Modeling, Trading, Risk Management, .NET, SDLC, Credit Derivatives, SQL
Education
New York University 2006 — 2008
Master of Science, Information Systems
Lahore University of Management Sciences 1998 — 2002
BSc, Computer Science
Nichola McGregor's Merrill Lynch Experience August 2004 - Present
Job Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
Bank of America Merrill Lynch 2004 - Present
AMVESCAP 2004 - 2006
Benefit Services Corporation May 1997 - October 2003
Canada Life 1993 - 1997
Education
Lake Erie College 1981 — 1985
Merrill Lynch August 2004 - Present
Bank of America Merrill Lynch 2004 - Present
AMVESCAP 2004 - 2006
Benefit Services Corporation May 1997 - October 2003
Canada Life 1993 - 1997
Education
Lake Erie College 1981 — 1985
Tammi Wells-Woods's Merrill Lynch Experience February 2010 - January 2013
Job Senior Systems Analyst IS Financial at Community Health Systems
Industry Information Technology and Services
Experience
Community Health Systems February 2014 - Present
Indiana University Health February 2010 - April 2013
Merrill Lynch February 2010 - January 2013
Blue Cross Blue Shield of Michigan October 2005 - June 2007
Millenium Software January 2005 - October 2005
Sylvan Learning January 2002 - June 2004
Skills
DB2, Program Management, SDLC, Business Analysis, SQL, Team Building, Requirements Analysis, Vendor Management, Microsoft SQL Server, Visio, Data Warehousing, SharePoint, Testing, Crystal Reports, Analysis, Business Intelligence, Databases, Process Improvement, User Acceptance Testing, Project Management, Project Planning, Business Process..., Oracle, XML, Software Documentation, Healthcare, Systems Analysis, Disaster Recovery, ERP
Education
Lawrence Technological University 1998 — 2002
Masters, Business Administration
Oakland University 1991 — 1996
BS, Managment Information Systems
Community Health Systems February 2014 - Present
Indiana University Health February 2010 - April 2013
Merrill Lynch February 2010 - January 2013
Blue Cross Blue Shield of Michigan October 2005 - June 2007
Millenium Software January 2005 - October 2005
Sylvan Learning January 2002 - June 2004
Skills
DB2, Program Management, SDLC, Business Analysis, SQL, Team Building, Requirements Analysis, Vendor Management, Microsoft SQL Server, Visio, Data Warehousing, SharePoint, Testing, Crystal Reports, Analysis, Business Intelligence, Databases, Process Improvement, User Acceptance Testing, Project Management, Project Planning, Business Process..., Oracle, XML, Software Documentation, Healthcare, Systems Analysis, Disaster Recovery, ERP
Education
Lawrence Technological University 1998 — 2002
Masters, Business Administration
Oakland University 1991 — 1996
BS, Managment Information Systems
Lee Mims's Merrill Lynch Experience April 2008 - January 2009
Job Systems Specialist III at International Paper
Industry Information Services
Experience
International Paper February 2013 - Present
Grinnell Computers January 2009 - February 2013
Merrill Lynch April 2008 - January 2009
CHRISTUS Health December 2004 - August 2007
CHRISTUS Health April 2004 - December 2004
Skills
HIPAA, Healthcare Information..., Management, Windows Server, Wireless Networking..., Telecommunications, Network Administration, Group Policy, Network Installation, Backup Solutions, Software Development, Vendor Management, Project Management, Business Strategy, Project Planning, Cisco Experience..., Dell PowerEdge Servers, Web Development, Fiber Optic Networks, Mac OS X, Storage Area Networks, Firewalls, Content..., SQL, Enterprise Software, EMR, On Call Management, Microsoft Office, Fortinet Systems, HL7, Health Information..., CPOE, Cerner, Centricity, Windows Desktop..., Windows Domain, Budget, Portfolio Management, Meditech, Computer Hardware, Sales, Customer Service, Financial Certifications, Disaster Recovery, Citrix, Novell Netware, Employee Training, Billing Systems, vCenter Server, ESXi, VMware
Education
Lamar University 2000 — 2004
Bachelor's degree, Finance, General, 3.2
International Paper February 2013 - Present
Grinnell Computers January 2009 - February 2013
Merrill Lynch April 2008 - January 2009
CHRISTUS Health December 2004 - August 2007
CHRISTUS Health April 2004 - December 2004
Skills
HIPAA, Healthcare Information..., Management, Windows Server, Wireless Networking..., Telecommunications, Network Administration, Group Policy, Network Installation, Backup Solutions, Software Development, Vendor Management, Project Management, Business Strategy, Project Planning, Cisco Experience..., Dell PowerEdge Servers, Web Development, Fiber Optic Networks, Mac OS X, Storage Area Networks, Firewalls, Content..., SQL, Enterprise Software, EMR, On Call Management, Microsoft Office, Fortinet Systems, HL7, Health Information..., CPOE, Cerner, Centricity, Windows Desktop..., Windows Domain, Budget, Portfolio Management, Meditech, Computer Hardware, Sales, Customer Service, Financial Certifications, Disaster Recovery, Citrix, Novell Netware, Employee Training, Billing Systems, vCenter Server, ESXi, VMware
Education
Lamar University 2000 — 2004
Bachelor's degree, Finance, General, 3.2
Avis Rodriguez's Merrill Lynch Experience September 1999 - January 2008
Job Resource Coordinator at PWC
Industry Accounting
Experience
PwC November 2014 - Present
PWC March 2008 - Present
Merrill Lynch September 1999 - January 2008
Skills
Accounting, QuickBooks, Outlook, Management, PowerPoint, Microsoft Office, Customer Service, Financial Reporting, Microsoft Excel, Microsoft Word, Event Planning
Education
LaGuardia Community College 1998 — 1999
PwC November 2014 - Present
PWC March 2008 - Present
Merrill Lynch September 1999 - January 2008
Skills
Accounting, QuickBooks, Outlook, Management, PowerPoint, Microsoft Office, Customer Service, Financial Reporting, Microsoft Excel, Microsoft Word, Event Planning
Education
LaGuardia Community College 1998 — 1999
Charley Bowe's Merrill Lynch Experience 1999 - 2004
Job Account Executive at Avtex Solutions, LLC
Industry Information Technology and Services
Experience
Avtex Solutions, LLC June 2015 - Present
Windstream August 2008 - June 2015
IPC Network Services, Inc. July 2004 - August 2008
Merrill Lynch 1999 - 2004
GNI Limited February 1994 - September 1996
Indosuez Carr Futures 1990 - 1993
Bankers Trust 1987 - 1990
Education
University of Wisconsin-Madison 1985 — 1987
BA
Lawrence University 1983 — 1985
New Trier 1979 — 1983
Avtex Solutions, LLC June 2015 - Present
Windstream August 2008 - June 2015
IPC Network Services, Inc. July 2004 - August 2008
Merrill Lynch 1999 - 2004
GNI Limited February 1994 - September 1996
Indosuez Carr Futures 1990 - 1993
Bankers Trust 1987 - 1990
Education
University of Wisconsin-Madison 1985 — 1987
BA
Lawrence University 1983 — 1985
New Trier 1979 — 1983
Christian Hamilton's Merrill Lynch Experience September 2005 - December 2005
Job Senior Financial Analyst at UnitedHealthcare
Industry Pharmaceuticals
Experience
UnitedHealthcare January 2008 - Present
US Bancorp December 2005 - January 2008
Merrill Lynch September 2005 - December 2005
Skills
Management, Managed Care, Investments, Process Improvement, Program Management, Finance, Due Diligence, Auditing, Mergers, Analysis, Portfolio Management, Database Admin, Oracle, Essbase, Financial Analysis, Financial Modeling, Risk Management, Accounting, SQL, Six Sigma, Valuation, Access, Analytics, Insurance
Education
Lancaster University 2004 — 2005
International Business, Finance and Investments
University of Minnesota - Carlson School of Management 2002 — 2005
Bachelor's Degree, Finance and Investments
UnitedHealthcare January 2008 - Present
US Bancorp December 2005 - January 2008
Merrill Lynch September 2005 - December 2005
Skills
Management, Managed Care, Investments, Process Improvement, Program Management, Finance, Due Diligence, Auditing, Mergers, Analysis, Portfolio Management, Database Admin, Oracle, Essbase, Financial Analysis, Financial Modeling, Risk Management, Accounting, SQL, Six Sigma, Valuation, Access, Analytics, Insurance
Education
Lancaster University 2004 — 2005
International Business, Finance and Investments
University of Minnesota - Carlson School of Management 2002 — 2005
Bachelor's Degree, Finance and Investments
Suzanne Reynolds-Brady's Merrill Lynch Experience January 1996 - August 1997
Job Learning Consultant
Industry Financial Services
Experience
Bank of America May 2010 - June 2015
Allstate Financial June 2006 - May 2009
Bank of America June 2003 - June 2006
Bank of America August 1997 - June 2003
Merrill Lynch January 1996 - August 1997
Charles Schwab 1987 - 1995
Merrill Lynch July 1979 - March 1987
Skills
Management, Banking, Training, Financial Services, Insurance, Leadership, Process Improvement, Program Management, Training Delivery, Sales, Strategic Planning, Finance, Financial Risk, Retirement Planning, Human Resources, Policy, Business Development, Time Management, Strategy, Risk Management, Change Management, Team Leadership, Portfolio Management, Project Management, Team Building, Business Process..., Budgets, Financial Advisory, Sales Management, Loans, Compliance, Management Consulting, Performance Management, New Business Development, Marketing, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Finance
Lafayette College 1973 — 1977
BA, History
Bank of America May 2010 - June 2015
Allstate Financial June 2006 - May 2009
Bank of America June 2003 - June 2006
Bank of America August 1997 - June 2003
Merrill Lynch January 1996 - August 1997
Charles Schwab 1987 - 1995
Merrill Lynch July 1979 - March 1987
Skills
Management, Banking, Training, Financial Services, Insurance, Leadership, Process Improvement, Program Management, Training Delivery, Sales, Strategic Planning, Finance, Financial Risk, Retirement Planning, Human Resources, Policy, Business Development, Time Management, Strategy, Risk Management, Change Management, Team Leadership, Portfolio Management, Project Management, Team Building, Business Process..., Budgets, Financial Advisory, Sales Management, Loans, Compliance, Management Consulting, Performance Management, New Business Development, Marketing, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Finance
Lafayette College 1973 — 1977
BA, History
Maria Barilla's Merrill Lynch Experience September 1976 - January 1985
Job Admissions Associate at Kindred Healthcare, Easton PA
Industry Chemicals
Experience
Kindred Healthcare, Easton PA September 2013 - Present
Pella Products, Inc November 2006 - May 2011
Prudential Associates Real Estate October 2004 - November 2006
Dr January 2003 - September 2004
Raintree Homes February 1998 - January 2003
Covenant Financial May 1996 - June 1998
Merrill Lynch September 1976 - January 1985
Skills
Sales, Customer Service, Process Scheduler, Management, Customer Satisfaction, Office Management, Organization, Self-starter, Reliability, Comfortable working..., Account Management, Microsoft Excel, Negotiation, Contract Negotiation, Recruiting, Sales Management
Education
LaGuardia Community College
Kindred Healthcare, Easton PA September 2013 - Present
Pella Products, Inc November 2006 - May 2011
Prudential Associates Real Estate October 2004 - November 2006
Dr January 2003 - September 2004
Raintree Homes February 1998 - January 2003
Covenant Financial May 1996 - June 1998
Merrill Lynch September 1976 - January 1985
Skills
Sales, Customer Service, Process Scheduler, Management, Customer Satisfaction, Office Management, Organization, Self-starter, Reliability, Comfortable working..., Account Management, Microsoft Excel, Negotiation, Contract Negotiation, Recruiting, Sales Management
Education
LaGuardia Community College
Maggie Dawson's Merrill Lynch Experience September 2013 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Merrill Lynch February 2010 - September 2013
Merrill Lynch 2006 - 2009
Merrill Lynch August 2000 - April 2006
Merrill Lynch February 1999 - August 2000
Skills
Project Management, Business Analysis, Series 7, SDLC, Vendor Management, Programmers, Financial Services, Management, Analytics, Strategy, Business Process..., Portfolio Management, Mergers & Acquisitions, Financial Modeling, Process Improvement, Program Management, Business Intelligence, Leadership, Project Portfolio..., Cross-functional Team..., Finance, Analysis, Wealth Management, Series 63, Data Analysis, Change Management, Relationship Management, Business Strategy, Requirements Gathering, Competitive Analysis, Business Development, Team Leadership, Investment Advisory, Strategic Planning, Business Planning, Investments, Financial Analysis, Securities
Education
Saint Joseph's University 2012 — 2014
Master's degree, Organizational Leadership
Lafayette College 1994 — 1998
BS, Computer Science
Merrill Lynch September 2013 - Present
Merrill Lynch February 2010 - September 2013
Merrill Lynch 2006 - 2009
Merrill Lynch August 2000 - April 2006
Merrill Lynch February 1999 - August 2000
Skills
Project Management, Business Analysis, Series 7, SDLC, Vendor Management, Programmers, Financial Services, Management, Analytics, Strategy, Business Process..., Portfolio Management, Mergers & Acquisitions, Financial Modeling, Process Improvement, Program Management, Business Intelligence, Leadership, Project Portfolio..., Cross-functional Team..., Finance, Analysis, Wealth Management, Series 63, Data Analysis, Change Management, Relationship Management, Business Strategy, Requirements Gathering, Competitive Analysis, Business Development, Team Leadership, Investment Advisory, Strategic Planning, Business Planning, Investments, Financial Analysis, Securities
Education
Saint Joseph's University 2012 — 2014
Master's degree, Organizational Leadership
Lafayette College 1994 — 1998
BS, Computer Science
Lewis Leflar's Merrill Lynch Experience August 2008 - January 2011
Job Managing Director at Water Tower Wealth Management, Inc.
Industry Financial Services
Experience
Water Tower Wealth Management, Inc. January 2011 - Present
Merrill Lynch August 2008 - January 2011
Smith Barney 2006 - 2008
Skills
Wealth Management, Asset Allocation, Mutual Funds, Retirement, Investment Advisory, Equities, 401k, Asset Managment, Investments, Separately Managed..., Asset Management, Alternative Investments
Education
Lake Forest College 1996 — 1998
Bachelor of Arts, Biology
Water Tower Wealth Management, Inc. January 2011 - Present
Merrill Lynch August 2008 - January 2011
Smith Barney 2006 - 2008
Skills
Wealth Management, Asset Allocation, Mutual Funds, Retirement, Investment Advisory, Equities, 401k, Asset Managment, Investments, Separately Managed..., Asset Management, Alternative Investments
Education
Lake Forest College 1996 — 1998
Bachelor of Arts, Biology
Isobel DeRusha's Merrill Lynch Experience 1997 - 1998
Job Marketing Director at River Valley Realty LLC
Industry Real Estate
Experience
River Valley Realty June 2015 - Present
Gloria Nilson & Co Real Estate May 2013 - May 2015
Callaway Henderson Sotheby's International Realty February 2007 - May 2013
British American Project 1999 - 2006
Merrill Lynch 1997 - 1998
Merrill Lynch 1994 - 1997
Skills
Marketing Communications, Marketing Strategy, Real Estate, Marketing, Public Relations, Advertising, Social Media Marketing, Fundraising, Public Speaking, Social Media, Online Advertising, Event Planning, Strategic Planning, Leadership, Management
Education
Lake Forest Graduate School of Management 1994 — 1997
MBA
Michigan State University 1984 — 1989
BA, Advertising
River Valley Realty June 2015 - Present
Gloria Nilson & Co Real Estate May 2013 - May 2015
Callaway Henderson Sotheby's International Realty February 2007 - May 2013
British American Project 1999 - 2006
Merrill Lynch 1997 - 1998
Merrill Lynch 1994 - 1997
Skills
Marketing Communications, Marketing Strategy, Real Estate, Marketing, Public Relations, Advertising, Social Media Marketing, Fundraising, Public Speaking, Social Media, Online Advertising, Event Planning, Strategic Planning, Leadership, Management
Education
Lake Forest Graduate School of Management 1994 — 1997
MBA
Michigan State University 1984 — 1989
BA, Advertising
Sonia Villalta's Merrill Lynch Experience July 1996 - Present
Job Executive Assistant
Industry Investment Banking
Experience
Merrill Lynch July 1996 - Present
Morgan Stanley March 2003 - June 2004
Goldman Sachs June 1986 - August 1995
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Travel Arrangements, Spreadsheets, Microsoft Word, Office Management
Education
Laguardia Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Merrill Lynch July 1996 - Present
Morgan Stanley March 2003 - June 2004
Goldman Sachs June 1986 - August 1995
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Travel Arrangements, Spreadsheets, Microsoft Word, Office Management
Education
Laguardia Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Eddie Hart's Merrill Lynch Experience January 1976 - February 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock February 2006 - Present
Merrill Lynch January 1976 - February 2006
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Alternative Investments, Derivatives, Capital Markets, Investments, Mutual Funds, Financial Services, Portfolio Management, Securities, Series 7, Bloomberg, Investment Banking, Asset Managment, Strategy, Risk Management
Education
LaGuardia Community College 1971 — 1973
BlackRock February 2006 - Present
Merrill Lynch January 1976 - February 2006
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Alternative Investments, Derivatives, Capital Markets, Investments, Mutual Funds, Financial Services, Portfolio Management, Securities, Series 7, Bloomberg, Investment Banking, Asset Managment, Strategy, Risk Management
Education
LaGuardia Community College 1971 — 1973
Jonathan Kenyon's Merrill Lynch Experience September 2001 - August 2007
Job Vice President Middle Market Lending at Provident Bank
Industry Banking
Experience
Provident Bank August 2015 - Present
Wells Fargo & Co. December 2013 - August 2015
Citibank, N.A. September 2007 - December 2013
Merrill Lynch September 2001 - August 2007
PNC July 1996 - July 2001
Skills
Banking, Portfolio Management, Credit, Capital Markets, Investment Banking, Loans, Derivatives, Risk Management, Credit Risk, Commercial Banking, Credit Analysis, Financial Services
Education
Lake Forest College 1977 — 1981
B.A. Economics and Psychology
Provident Bank August 2015 - Present
Wells Fargo & Co. December 2013 - August 2015
Citibank, N.A. September 2007 - December 2013
Merrill Lynch September 2001 - August 2007
PNC July 1996 - July 2001
Skills
Banking, Portfolio Management, Credit, Capital Markets, Investment Banking, Loans, Derivatives, Risk Management, Credit Risk, Commercial Banking, Credit Analysis, Financial Services
Education
Lake Forest College 1977 — 1981
B.A. Economics and Psychology
Jerry Grau's Merrill Lynch Experience September 1983 - October 1984
Job Financial Services Consultant Business Analyst and Project Manager
Industry Financial Services
Experience
Credit Suisse July 2005 - January 2007
Credit Suisse April 2002 - January 2004
Credit Suisse December 1998 - November 1999
Fleet Bank April 1989 - March 1997
Sumitomo Mitsui Banking Corporation November 1986 - December 1987
Salomon Brothers October 1984 - December 1986
Merrill Lynch September 1983 - October 1984
Skills
Requirements Analysis, Fixed Income, Derivatives, Business Analysis, Equities, User Acceptance Testing, Risk, Capital Markets, Risk Management, Straight Through..., Prime Brokerage, Regulatory Reporting, Confirmations, Swaps, Back Office, FX, Settlements, Operational Risk, Banking, Settlement, Operating Models, Requirements Gathering, Re-engineering, Interest Rate..., Fixed Income Products, Reference Data, Equity Derivatives, Repos, Money Market, Options, Interest Rate Swaps, Bonds, Financial Markets, Securities
Education
Case Western Reserve University - Weatherhead School of Management
B.S., Business Management - magna cum laude
Lancaster University
Credit Suisse July 2005 - January 2007
Credit Suisse April 2002 - January 2004
Credit Suisse December 1998 - November 1999
Fleet Bank April 1989 - March 1997
Sumitomo Mitsui Banking Corporation November 1986 - December 1987
Salomon Brothers October 1984 - December 1986
Merrill Lynch September 1983 - October 1984
Skills
Requirements Analysis, Fixed Income, Derivatives, Business Analysis, Equities, User Acceptance Testing, Risk, Capital Markets, Risk Management, Straight Through..., Prime Brokerage, Regulatory Reporting, Confirmations, Swaps, Back Office, FX, Settlements, Operational Risk, Banking, Settlement, Operating Models, Requirements Gathering, Re-engineering, Interest Rate..., Fixed Income Products, Reference Data, Equity Derivatives, Repos, Money Market, Options, Interest Rate Swaps, Bonds, Financial Markets, Securities
Education
Case Western Reserve University - Weatherhead School of Management
B.S., Business Management - magna cum laude
Lancaster University
Jeanette Wilson's Merrill Lynch Experience May 1999 - February 2002
Job Quality Assistant at Daniel J. Edelman
Industry Real Estate
Experience
Daniel J. Edelman May 2014 - Present
NYC Law Department March 2012 - February 2013
Credit Suisse August 2010 - July 2011
Christ Church International March 2003 - August 2010
Merrill Lynch May 1999 - February 2002
HIP Health Plans November 1992 - May 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, HTML, Graphic Design, Groupwise, Lotus Notes, Harvard Graphics, Wordperfect, Time Management, iManage, law manager, HotDocs, Ariba, captura, Windows Vista, NYS Notary Public, Property, First Time Home Buyers, Selling, Real Estate, Marketing
Education
Queens College 2011 — 2015
Bachelor's Degree, Urban Studies/Affairs
NY Realty Institute 2003 — 2003
License, Real Estate
LaGuardia Community College
Associate's Degree, Legal Studies
Daniel J. Edelman May 2014 - Present
NYC Law Department March 2012 - February 2013
Credit Suisse August 2010 - July 2011
Christ Church International March 2003 - August 2010
Merrill Lynch May 1999 - February 2002
HIP Health Plans November 1992 - May 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, HTML, Graphic Design, Groupwise, Lotus Notes, Harvard Graphics, Wordperfect, Time Management, iManage, law manager, HotDocs, Ariba, captura, Windows Vista, NYS Notary Public, Property, First Time Home Buyers, Selling, Real Estate, Marketing
Education
Queens College 2011 — 2015
Bachelor's Degree, Urban Studies/Affairs
NY Realty Institute 2003 — 2003
License, Real Estate
LaGuardia Community College
Associate's Degree, Legal Studies
Frank Lawley, CPP's Merrill Lynch Experience April 2000 - April 2001
Job Loss Control/Risk Manager at Lincoln General Insurance Company
Industry Insurance
Experience
Lincoln General Insurance Company January 2008 - Present
CommunityBanks April 2001 - November 2007
Merrill Lynch April 2000 - April 2001
Lawley Safety Services August 1998 - April 2000
General Accident February 1997 - August 1998
Mesirow Financial June 1995 - February 1997
Continental Insurance October 1985 - June 1995
Education
Lake Forest Graduate School of Management 1995 — 1998
MBA, Management
Millersville University of Pennsylvania 1966 — 1971
BA, Physics
Lincoln General Insurance Company January 2008 - Present
CommunityBanks April 2001 - November 2007
Merrill Lynch April 2000 - April 2001
Lawley Safety Services August 1998 - April 2000
General Accident February 1997 - August 1998
Mesirow Financial June 1995 - February 1997
Continental Insurance October 1985 - June 1995
Education
Lake Forest Graduate School of Management 1995 — 1998
MBA, Management
Millersville University of Pennsylvania 1966 — 1971
BA, Physics
Ray Garganio's Merrill Lynch Experience June 1986 - September 1987
Job Construction and Real Estate Professional
Industry Construction
Experience
Rite Aid January 2004 - April 2014
Allied Building Products February 2002 - January 2004
Electronics Boutique December 2000 - December 2001
Hollywood Entertainment November 1996 - October 2000
Sunoco January 1989 - November 1996
Paris and Associates September 1987 - November 1989
Merrill Lynch June 1986 - September 1987
Texaco December 1983 - June 1986
Texaco June 1980 - December 1983
Education
Lafayette College 1976 — 1980
BSCE, Civil Engineering
Rite Aid January 2004 - April 2014
Allied Building Products February 2002 - January 2004
Electronics Boutique December 2000 - December 2001
Hollywood Entertainment November 1996 - October 2000
Sunoco January 1989 - November 1996
Paris and Associates September 1987 - November 1989
Merrill Lynch June 1986 - September 1987
Texaco December 1983 - June 1986
Texaco June 1980 - December 1983
Education
Lafayette College 1976 — 1980
BSCE, Civil Engineering
JASON O. VANCE's Merrill Lynch Experience April 2011 - July 2012
Job Financial Advisor at Capital One
Industry Financial Services
Experience
Capital One Investing July 2015 - Present
Wells Fargo / Wells Fargo Advisors December 2013 - July 2015
Chase February 2013 - December 2013
Bank of America June 2006 - February 2013
Merrill Lynch April 2011 - July 2012
Compass Bank August 2005 - March 2006
JPMorgan Chase April 2002 - August 2005
Skills
Team Leadership, Sales Management, Customer Satisfaction, Salesforce.com, Sales Operations, Cold Calling, Social Networking, Referrals, Training & Development, Hiring/firing, Organizing Meetings, Sales Process, Account Management, Sales Coach, Innovative Problem..., Investment Strategies, Investment Advisory, Investment Products, Mortgage Lending, Retirement Planning, Special Needs Planning, Public Speaking, Notary Public, Employee Recognition, Employee Management, Professional Networking, Market Research, Retail Banking, Call Center, Lead Generation, Banking, Finance, Customer Service, Loans, Small Business, Small Business Lending, Loan Origination, Leadership, Customer Retention, Cash Management, Credit Analysis, Training, Insurance, Risk Management, Coaching, Fixed Annuities, Team Building, IRAs, Securities, Mutual Funds
Education
Prairie View A&M University 1997 — 2000
Bachelor of Science, Human Performance (Kineisiology), 3.43
Langston University 1995 — 1997
N/A, General Studies, 3.02
Capital One Investing July 2015 - Present
Wells Fargo / Wells Fargo Advisors December 2013 - July 2015
Chase February 2013 - December 2013
Bank of America June 2006 - February 2013
Merrill Lynch April 2011 - July 2012
Compass Bank August 2005 - March 2006
JPMorgan Chase April 2002 - August 2005
Skills
Team Leadership, Sales Management, Customer Satisfaction, Salesforce.com, Sales Operations, Cold Calling, Social Networking, Referrals, Training & Development, Hiring/firing, Organizing Meetings, Sales Process, Account Management, Sales Coach, Innovative Problem..., Investment Strategies, Investment Advisory, Investment Products, Mortgage Lending, Retirement Planning, Special Needs Planning, Public Speaking, Notary Public, Employee Recognition, Employee Management, Professional Networking, Market Research, Retail Banking, Call Center, Lead Generation, Banking, Finance, Customer Service, Loans, Small Business, Small Business Lending, Loan Origination, Leadership, Customer Retention, Cash Management, Credit Analysis, Training, Insurance, Risk Management, Coaching, Fixed Annuities, Team Building, IRAs, Securities, Mutual Funds
Education
Prairie View A&M University 1997 — 2000
Bachelor of Science, Human Performance (Kineisiology), 3.43
Langston University 1995 — 1997
N/A, General Studies, 3.02
Christine Spencer's Merrill Lynch Experience 2000 - 2002
Job Branch Compliance at Richardson GMP
Industry Financial Services
Experience
Richardson GMP February 2015 - Present
Raymond James October 2012 - August 2014
Desjardins Securities June 2011 - October 2012
National Bank Financial April 2002 - December 2010
Merrill Lynch 2000 - 2002
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Credit Analysis
Education
University of London 2006 — 2009
Post Graduate Diploma, Business
Laurentian University/Université Laurentienne 1994 — 1998
BA, Economics
Richardson GMP February 2015 - Present
Raymond James October 2012 - August 2014
Desjardins Securities June 2011 - October 2012
National Bank Financial April 2002 - December 2010
Merrill Lynch 2000 - 2002
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Credit Analysis
Education
University of London 2006 — 2009
Post Graduate Diploma, Business
Laurentian University/Université Laurentienne 1994 — 1998
BA, Economics
Eugene Kaplan's Merrill Lynch Experience April 2006 - June 2008
Job Experienced Information Architect/Management Consultant
Industry Information Technology and Services
Experience
Integrasol Corporation January 1993 - Present
Morgan Stanley February 2010 - January 2014
UBS Investment Bank September 2008 - 2009
AIG June 2008 - September 2008
Merrill Lynch April 2006 - June 2008
Citibank August 2003 - March 2006
Marsh April 2002 - April 2003
Mizuho Securities Co., Ltd. 2003 - 2003
Deutsche Bank June 2001 - April 2002
Cendant December 2000 - May 2001
Skills
Data Warehousing, Data Modeling, SDLC, Database Design, Integration, Data Architecture, Databases, Data Marts, Architecture, Data Analysis, Metadata Management, Reference Data, Information Architecture, Enterprise Architecture, Data Integration, Enterprise Software
Education
Latvijas Universitate
M.S.
Integrasol Corporation January 1993 - Present
Morgan Stanley February 2010 - January 2014
UBS Investment Bank September 2008 - 2009
AIG June 2008 - September 2008
Merrill Lynch April 2006 - June 2008
Citibank August 2003 - March 2006
Marsh April 2002 - April 2003
Mizuho Securities Co., Ltd. 2003 - 2003
Deutsche Bank June 2001 - April 2002
Cendant December 2000 - May 2001
Skills
Data Warehousing, Data Modeling, SDLC, Database Design, Integration, Data Architecture, Databases, Data Marts, Architecture, Data Analysis, Metadata Management, Reference Data, Information Architecture, Enterprise Architecture, Data Integration, Enterprise Software
Education
Latvijas Universitate
M.S.
Joseph Alban's Merrill Lynch Experience March 2009 - Present
Job IT Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2009 - Present
HCA ITS Field Operations April 2007 - January 2009
First Guaranty Bank September 2005 - March 2007
Bloomberg September 2003 - July 2005
Boar's Head Provisions October 2000 - December 2002
New York City Board of Education July 1997 - February 2000
Education
LaGuardia Community College 1995 — 1998
A.A.S, Telecomm/Technician
Lehman College 1992 — 1996
Lehman College 1992 — 1995
BA, computer science
CAREER DEVOLOPMENT
Merrill Lynch March 2009 - Present
HCA ITS Field Operations April 2007 - January 2009
First Guaranty Bank September 2005 - March 2007
Bloomberg September 2003 - July 2005
Boar's Head Provisions October 2000 - December 2002
New York City Board of Education July 1997 - February 2000
Education
LaGuardia Community College 1995 — 1998
A.A.S, Telecomm/Technician
Lehman College 1992 — 1996
Lehman College 1992 — 1995
BA, computer science
CAREER DEVOLOPMENT
Maribel Maldonado, CPWA®'s Merrill Lynch Experience September 2003 - Present
Job Certified Private Wealth Advisor®, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2003 - Present
Morgan Stanley September 1999 - September 2003
Cable Television Industry June 1987 - June 1999
Education
Lafayette College 1981 — 1985
B.A., Economics /Business/Intl Relations
Academia Maria Reina 1977 — 1981
Merrill Lynch September 2003 - Present
Morgan Stanley September 1999 - September 2003
Cable Television Industry June 1987 - June 1999
Education
Lafayette College 1981 — 1985
B.A., Economics /Business/Intl Relations
Academia Maria Reina 1977 — 1981
Daniel P. Kuczero's Merrill Lynch Experience August 2010 - June 2012
Job Financial Advisor at T2 Asset Management
Industry Financial Services
Experience
T2 Asset Management May 2015 - Present
Upstream Investment Partners, LLC August 2012 - May 2015
Merrill Lynch August 2010 - June 2012
Edward Jones November 2005 - August 2010
Skills
Retirement Planning, Financial Planning, Financial Advisory, Investments, Investment Strategies, Wealth Management
Education
Purdue University 1995 — 1996
Lakeland College 1991 — 1995
Bachelor of Arts, Biology & Chemistry
T2 Asset Management May 2015 - Present
Upstream Investment Partners, LLC August 2012 - May 2015
Merrill Lynch August 2010 - June 2012
Edward Jones November 2005 - August 2010
Skills
Retirement Planning, Financial Planning, Financial Advisory, Investments, Investment Strategies, Wealth Management
Education
Purdue University 1995 — 1996
Lakeland College 1991 — 1995
Bachelor of Arts, Biology & Chemistry
Shana Hennigan's Merrill Lynch Experience 2001 - 2008
Job Managing Director, Deposit Products at Promontory Interfinancial Network
Industry Banking
Experience
Promontory Interfinancial Network July 2013 - Present
Bank of America December 2008 - July 2013
Merrill Lynch 2001 - 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Series 7, Equities, Hedge Funds, Securities, Structured Products, Series 63, Asset Management
Education
Lafayette College 1997 — 2001
BA, Economics & Business; English
Promontory Interfinancial Network July 2013 - Present
Bank of America December 2008 - July 2013
Merrill Lynch 2001 - 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Series 7, Equities, Hedge Funds, Securities, Structured Products, Series 63, Asset Management
Education
Lafayette College 1997 — 2001
BA, Economics & Business; English
Carl Andresen's Merrill Lynch Experience 1992 - 1997
Job Director at Bank of Ireland
Industry Banking
Experience
Bank of Ireland 2006 - Present
Radian Asset Assurance 2004 - 2006
GE Capital - SFG Media & Communications 2000 - 2003
Merrill Lynch 1992 - 1997
Skills
Leveraged Finance, Credit Analysis, Corporate Finance, Structured Finance, Portfolio Management, Capital Markets, Banking, Private Equity, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Lake Forest College 1987 — 1991
BA, Economics
CFA Institute
Chartered Financial Analyst
Bank of Ireland 2006 - Present
Radian Asset Assurance 2004 - 2006
GE Capital - SFG Media & Communications 2000 - 2003
Merrill Lynch 1992 - 1997
Skills
Leveraged Finance, Credit Analysis, Corporate Finance, Structured Finance, Portfolio Management, Capital Markets, Banking, Private Equity, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Lake Forest College 1987 — 1991
BA, Economics
CFA Institute
Chartered Financial Analyst
Paula Weiss's Merrill Lynch Experience October 1997 - May 1998
Job Senior Staff Accountant at Acuity
Industry Insurance
Experience
ACUITY, A Mutual Insurance Company May 2015 - Present
ACUITY, A Mutual Insurance Company January 2013 - Present
ACUITY, A Mutual Insurance Company July 2004 - January 2013
ACUITY, A Mutual Insurance Company June 2000 - July 2004
Invest Financial May 1998 - June 2000
Merrill Lynch October 1997 - May 1998
Skills
Accounting, Excel, Insurance, Financial Reporting, Financial Planning, Property & Casualty..., Financial Analysis, Reinsurance, Strategic Financial...
Education
Lakeland College
Master of Business Administration, Accounting Emphasis
Lakeland College 2000 — 2003
Bachelor of Arts, Accounting
University of Wisconsin-Oshkosh 1994 — 1998
Bachelor of Science, Business Administration, Finance and Marketing
ACUITY, A Mutual Insurance Company May 2015 - Present
ACUITY, A Mutual Insurance Company January 2013 - Present
ACUITY, A Mutual Insurance Company July 2004 - January 2013
ACUITY, A Mutual Insurance Company June 2000 - July 2004
Invest Financial May 1998 - June 2000
Merrill Lynch October 1997 - May 1998
Skills
Accounting, Excel, Insurance, Financial Reporting, Financial Planning, Property & Casualty..., Financial Analysis, Reinsurance, Strategic Financial...
Education
Lakeland College
Master of Business Administration, Accounting Emphasis
Lakeland College 2000 — 2003
Bachelor of Arts, Accounting
University of Wisconsin-Oshkosh 1994 — 1998
Bachelor of Science, Business Administration, Finance and Marketing
J. Scott Malloch's Merrill Lynch Experience September 2003 - September 2005
Job Owner, Malloch Wealth Management
Industry Financial Services
Experience
Jackson Hollow Asset Management September 2011 - Present
Malloch Wealth Management August 2009 - Present
VALIC September 2005 - August 2009
Merrill Lynch September 2003 - September 2005
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing, Retirement, Retirement Planning, Wealth Management, Customer Service, Financial Advisory
Education
Lamar University 1984 — 1988
Bachelor's Degree, Finance, Financial Management Services and Economics
Jackson Hollow Asset Management September 2011 - Present
Malloch Wealth Management August 2009 - Present
VALIC September 2005 - August 2009
Merrill Lynch September 2003 - September 2005
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing, Retirement, Retirement Planning, Wealth Management, Customer Service, Financial Advisory
Education
Lamar University 1984 — 1988
Bachelor's Degree, Finance, Financial Management Services and Economics
Patrice Mixon's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Next Financial February 2011 - May 2015
Next Financial May 2010 - February 2011
StockCross October 2005 - June 2008
Fiserv January 2002 - September 2005
Skills
Series 7, Series 24, Series 9/10
Education
Lamar University 1975 — 1979
Bachelor's, Business Administration
Merrill Lynch June 2015 - Present
Next Financial February 2011 - May 2015
Next Financial May 2010 - February 2011
StockCross October 2005 - June 2008
Fiserv January 2002 - September 2005
Skills
Series 7, Series 24, Series 9/10
Education
Lamar University 1975 — 1979
Bachelor's, Business Administration
Dave Roemerman's Merrill Lynch Experience December 2012 - April 2013
Job JD/LLM Financial Services
Industry Law Practice
Experience
Axiom April 2015 - Present
Barclays Investment Bank August 2013 - November 2013
Merrill Lynch December 2012 - April 2013
HSBC June 2012 - June 2012
Newedge September 2011 - December 2011
Skills
Securities Regulation, Legal Writing, Dodd-Frank, Legal Research, Securities, Corporate Law, Financial Regulation, Westlaw, FINRA, Derivatives, Lexis, Structured Finance, SEC, CFTC, Management, Microsoft Word, Microsoft Excel, PowerPoint, Computer Building, Member of Mensa, Moot Court, Coaching Baseball, Athletic Training, Sales, Programming Languages, Leadership, AML, KYC, ISDA, Corporate Governance
Education
New York Law School 2011 — 2014
Master of Laws (LLM), Financial Planning and Services, 3.7
New York Law School 2010 — 2011
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.1
St. Thomas University School of Law 2008 — 2009
Transferred, JD, 3.5
Lakeland College 2006 — 2008
Bachelor's degree, Marketing, 3.1
Washington University in St. Louis 1998 — 2002
Transferred, Business
Axiom April 2015 - Present
Barclays Investment Bank August 2013 - November 2013
Merrill Lynch December 2012 - April 2013
HSBC June 2012 - June 2012
Newedge September 2011 - December 2011
Skills
Securities Regulation, Legal Writing, Dodd-Frank, Legal Research, Securities, Corporate Law, Financial Regulation, Westlaw, FINRA, Derivatives, Lexis, Structured Finance, SEC, CFTC, Management, Microsoft Word, Microsoft Excel, PowerPoint, Computer Building, Member of Mensa, Moot Court, Coaching Baseball, Athletic Training, Sales, Programming Languages, Leadership, AML, KYC, ISDA, Corporate Governance
Education
New York Law School 2011 — 2014
Master of Laws (LLM), Financial Planning and Services, 3.7
New York Law School 2010 — 2011
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.1
St. Thomas University School of Law 2008 — 2009
Transferred, JD, 3.5
Lakeland College 2006 — 2008
Bachelor's degree, Marketing, 3.1
Washington University in St. Louis 1998 — 2002
Transferred, Business
Richard Gordillo's Merrill Lynch Experience 1991 - 1995
Job Technical Partner at ITP Panorama
Industry Information Technology and Services
Experience
ITP Panorama Business AnalystMedco Health SolutionsAugust 2007 - April 2009
Medco Health Solutions March 2007 - August 2007
American Express May 2006 - January 2007
Medco Health Solutions October 2005 - December 2005
Morgan Stanley April 2004 - May 2005
eFunds February 1999 - December 2003
American Broadcasting Company (ABC) May 1998 - January 1999
Bear Stearns April 1996 - May 1998
Chemical Bank January 1996 - April 1996
Merrill Lynch 1991 - 1995
Skills
COBOL, Mainframe, JCL, Software Development, CICS, VSAM, DB2
Education
LaGuardia Community College
AAS, Computer Science
ITP Panorama Business AnalystMedco Health SolutionsAugust 2007 - April 2009
Medco Health Solutions March 2007 - August 2007
American Express May 2006 - January 2007
Medco Health Solutions October 2005 - December 2005
Morgan Stanley April 2004 - May 2005
eFunds February 1999 - December 2003
American Broadcasting Company (ABC) May 1998 - January 1999
Bear Stearns April 1996 - May 1998
Chemical Bank January 1996 - April 1996
Merrill Lynch 1991 - 1995
Skills
COBOL, Mainframe, JCL, Software Development, CICS, VSAM, DB2
Education
LaGuardia Community College
AAS, Computer Science
Ying Hou's Merrill Lynch Experience December 2009 - September 2013
Job Senior Quantitative Analyst Independent Consultant at Market Risk Infrastructure, BMO Capital Markets, Toronto
Industry Financial Services
Experience
Market Risk Infrastructure, BMO Capital Markets, Toronto May 2014 - Present
Trading Credit Risk, CIBC World Capital Markets, Toronto September 2013 - May 2014
Merrill Lynch December 2009 - September 2013
BOCO, China August 1999 - July 2004
Skills
Java, Python, C, Microsoft Excel, VBA, C++, Matlab, Oracle, Microsoft SQL Server, Netezza
Education
University of Waterloo 2008 — 2009
Master's degree, Quatitative Finance
York University 2006 — 2008
Bachelor of Science (BS), Statistics
Lanzhou University 1995 — 1999
Bachelor of Applied Science (BASc), Computer Engineering
Market Risk Infrastructure, BMO Capital Markets, Toronto May 2014 - Present
Trading Credit Risk, CIBC World Capital Markets, Toronto September 2013 - May 2014
Merrill Lynch December 2009 - September 2013
BOCO, China August 1999 - July 2004
Skills
Java, Python, C, Microsoft Excel, VBA, C++, Matlab, Oracle, Microsoft SQL Server, Netezza
Education
University of Waterloo 2008 — 2009
Master's degree, Quatitative Finance
York University 2006 — 2008
Bachelor of Science (BS), Statistics
Lanzhou University 1995 — 1999
Bachelor of Applied Science (BASc), Computer Engineering
Robert Dishman's Merrill Lynch Experience 2008 - 2009
Job Petroleum Landman at J. Mark Smith & Associates
Industry Oil & Energy
Experience
J. Mark Smith & Associates 2010 - Present
Jefferson County Title Company 2009 - 2010
Merrill Lynch 2008 - 2009
University Title Company 2007 - 2008
Skills
Gas, Petroleum, Energy Industry, Energy, Natural Gas, Due Diligence, Oil & Gas Exploration, Mineral Rights, Public Records, Real Property, Title Searches, TIMS, Title Opinions, Leasing, Lease Administration, Financial Analysis, Financial Accounting, QuickBooks, Title Insurance, Document Imaging, Database Administration, Warehouse Management, Oil/Gas, Titles, Pipelines, Joint Ventures
Education
Texas A&M University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Lamar University 2009 — 2010
Accounting
J. Mark Smith & Associates 2010 - Present
Jefferson County Title Company 2009 - 2010
Merrill Lynch 2008 - 2009
University Title Company 2007 - 2008
Skills
Gas, Petroleum, Energy Industry, Energy, Natural Gas, Due Diligence, Oil & Gas Exploration, Mineral Rights, Public Records, Real Property, Title Searches, TIMS, Title Opinions, Leasing, Lease Administration, Financial Analysis, Financial Accounting, QuickBooks, Title Insurance, Document Imaging, Database Administration, Warehouse Management, Oil/Gas, Titles, Pipelines, Joint Ventures
Education
Texas A&M University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Lamar University 2009 — 2010
Accounting
Susan Waters's Merrill Lynch Experience June 1998 - June 2000
Job Management Consulting
Industry Investment Management
Experience
Deloitte & Touche June 2000 - February 2013
Merrill Lynch June 1998 - June 2000
Skills
Capital Markets, Management Consulting, Due Diligence, Financial Modeling, Valuation, Risk Management, Private Equity, Asset Management, Corporate Finance, Financial Analysis, Enterprise Risk..., Investment Banking, Business Analysis, Financial Services, Hedge Funds, Equities
Education
Lafayette College
BA, Economics
Deloitte & Touche June 2000 - February 2013
Merrill Lynch June 1998 - June 2000
Skills
Capital Markets, Management Consulting, Due Diligence, Financial Modeling, Valuation, Risk Management, Private Equity, Asset Management, Corporate Finance, Financial Analysis, Enterprise Risk..., Investment Banking, Business Analysis, Financial Services, Hedge Funds, Equities
Education
Lafayette College
BA, Economics
Tracy Lyman's Merrill Lynch Experience July 1987 - August 1988
Job Teacher at Houston ISD
Industry Education Management
Experience
Houston ISD August 1989 - Present
Merrill Lynch July 1987 - August 1988
Howard Weil Labouisse & Friedrichs August 1986 - July 1987
Skills
Classroom Management, Differentiated..., Elementary Education, Educational Leadership, Teacher Training, Curriculum Development, Lesson Planning, Public Speaking, Curriculum Design, Classroom, Literacy, Program Development, K-12, Language Arts
Education
Lamar University 2009 — 2009
University of New Orleans 1980 — 1985
Bachelors of science, business admistration
Houston ISD August 1989 - Present
Merrill Lynch July 1987 - August 1988
Howard Weil Labouisse & Friedrichs August 1986 - July 1987
Skills
Classroom Management, Differentiated..., Elementary Education, Educational Leadership, Teacher Training, Curriculum Development, Lesson Planning, Public Speaking, Curriculum Design, Classroom, Literacy, Program Development, K-12, Language Arts
Education
Lamar University 2009 — 2009
University of New Orleans 1980 — 1985
Bachelors of science, business admistration
Claudia Gallego's Merrill Lynch Experience December 1984 - October 1998
Job Sr. Operations Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2000 - Present
Merrill Lynch December 1984 - October 1998
Skills
Corporate Actions, Fund Accounting, Bloomberg, Equities, Securities, Fixed Income, Fund Administration, Middle Office, Series 7, Back Office, Series 63
Education
Nova 1998 — 2000
Business Administration and Management, General
Laguardia Community College
Franklin Templeton Investments May 2000 - Present
Merrill Lynch December 1984 - October 1998
Skills
Corporate Actions, Fund Accounting, Bloomberg, Equities, Securities, Fixed Income, Fund Administration, Middle Office, Series 7, Back Office, Series 63
Education
Nova 1998 — 2000
Business Administration and Management, General
Laguardia Community College
Daniel Alonzo's Merrill Lynch Experience May 1990 - February 2002
Job Account Manager at American Cleaning Co.
Industry Facilities Services
Experience
American Cleaning Co. August 2010 - Present
Metapan Construction May 2002 - August 2010
Merrill Lynch May 1990 - February 2002
Skills
Salesforce.com, Account Management, New Business Development, Sales Management, Sales, Customer Service, Contract Negotiation, B2B, Negotiation, Management, Cold Calling, Sales Process, Direct Sales, Team Building
Education
Baruch college 1990 — 1993
Bachelor of Applied Science
Laguardia Community College 1988 — 1990
Associate's degree
American Cleaning Co. August 2010 - Present
Metapan Construction May 2002 - August 2010
Merrill Lynch May 1990 - February 2002
Skills
Salesforce.com, Account Management, New Business Development, Sales Management, Sales, Customer Service, Contract Negotiation, B2B, Negotiation, Management, Cold Calling, Sales Process, Direct Sales, Team Building
Education
Baruch college 1990 — 1993
Bachelor of Applied Science
Laguardia Community College 1988 — 1990
Associate's degree
Cindy Mims's Merrill Lynch Experience June 2005 - June 2009
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America June 2009 - Present
Merrill Lynch June 2005 - June 2009
Smith Barney October 2002 - June 2005
VALIC November 1997 - October 2002
Education
Lamar University 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.56 / 4.0
Investment Centers of America June 2009 - Present
Merrill Lynch June 2005 - June 2009
Smith Barney October 2002 - June 2005
VALIC November 1997 - October 2002
Education
Lamar University 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.56 / 4.0
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank