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
Ashley Scherer Ashley Scherer's Merrill Lynch Experience March 2010 - November 2012
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Snowden Lane Partners November 2012 - October 2014
Merrill Lynch March 2010 - November 2012
Embrasse-Moi May 2009 - February 2010
Partners and Napier May 2008 - August 2008
Education
Mercyhurst University 2005 — 2009
Bachelor of Arts, Business Marketing, Fashion Merchandising
Snowden Lane Partners November 2012 - October 2014
Merrill Lynch March 2010 - November 2012
Embrasse-Moi May 2009 - February 2010
Partners and Napier May 2008 - August 2008
Education
Mercyhurst University 2005 — 2009
Bachelor of Arts, Business Marketing, Fashion Merchandising
Christina Ashmore Christina Ashmore's Merrill Lynch Experience August 2002 - February 2004
Job Municipal Desk Analyst at Raymond James & Associates
Industry Investment Management
Experience
Eagle Asset Management June 2015 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. November 2007 - February 2013
Raymond James Financial Inc. July 2006 - October 2006
Raymond James Financial Inc. July 2004 - July 2006
Merrill Lynch August 2002 - February 2004
Skills
Research, Finance, Financial Modeling, Series 7, Investments, Bloomberg, Securities, Financial Analysis, Fixed Income, Bonds, Financial Services, Microsoft Excel, Credit Analysis, Market Research, Microsoft Office
Education
University of South Florida 2009 — 2010
MBA, Finance and Management
Mercer University - Stetson School of Business and Economics 2002 — 2004
Bachelors, International Finance and Economics
Central High School
Eagle Asset Management June 2015 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. November 2007 - February 2013
Raymond James Financial Inc. July 2006 - October 2006
Raymond James Financial Inc. July 2004 - July 2006
Merrill Lynch August 2002 - February 2004
Skills
Research, Finance, Financial Modeling, Series 7, Investments, Bloomberg, Securities, Financial Analysis, Fixed Income, Bonds, Financial Services, Microsoft Excel, Credit Analysis, Market Research, Microsoft Office
Education
University of South Florida 2009 — 2010
MBA, Finance and Management
Mercer University - Stetson School of Business and Economics 2002 — 2004
Bachelors, International Finance and Economics
Central High School
Elizabeth Bennett, CFP®, CRPC® Elizabeth Bennett, CFP®, CRPC®'s Merrill Lynch Experience September 2008 - January 2011
Job
Industry Financial Services
Experience
Chesapeake Financial Planning & Tax Services, Inc. October 2014 - Present
PNC Wealth Management January 2011 - November 2012
Merrill Lynch September 2008 - January 2011
Campbell Soup Company November 2005 - June 2007
The Pep Boys July 2003 - November 2005
Schwab Performance Technologies 1996 - 2002
NEPA Mid Atlantic Venture Funds June 1991 - December 1993
Skills
Financial Analysis, Finance, Wealth Management, Strategic Financial..., Asset Management, Financial Services, Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Securities, Accounting, Alternative Investments, Project Planning, Asset Allocation, Financial Modeling, Banking, Credit
Education
Pennsylvania State University - State College, PA 1987 — 1991
BS, Accounting
Meredith College 1996 — 1998
MBA
Chesapeake Financial Planning & Tax Services, Inc. October 2014 - Present
PNC Wealth Management January 2011 - November 2012
Merrill Lynch September 2008 - January 2011
Campbell Soup Company November 2005 - June 2007
The Pep Boys July 2003 - November 2005
Schwab Performance Technologies 1996 - 2002
NEPA Mid Atlantic Venture Funds June 1991 - December 1993
Skills
Financial Analysis, Finance, Wealth Management, Strategic Financial..., Asset Management, Financial Services, Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Securities, Accounting, Alternative Investments, Project Planning, Asset Allocation, Financial Modeling, Banking, Credit
Education
Pennsylvania State University - State College, PA 1987 — 1991
BS, Accounting
Meredith College 1996 — 1998
MBA
Alexandre Burgand Alexandre Burgand's Merrill Lynch Experience 1995 - 1996
Job International Business Development at SiderCrete, Inc.
Industry Building Materials
Experience
Sider-Crete, Inc. March 1997 - Present
Merrill Lynch 1995 - 1996
Education
Mercer University - Stetson School of Business and Economics 1992 — 1996
Bachelor of Business Administration (BBA), Finance and International Business, Cum Laude
Ecole Saint Maure, Paris 18eme
Sider-Crete, Inc. March 1997 - Present
Merrill Lynch 1995 - 1996
Education
Mercer University - Stetson School of Business and Economics 1992 — 1996
Bachelor of Business Administration (BBA), Finance and International Business, Cum Laude
Ecole Saint Maure, Paris 18eme
desiree zerambo desiree zerambo's Merrill Lynch Experience April 1987 - December 2003
Job Marketing Manager at AC&C Media Group, Inc.
Industry Marketing and Advertising
Experience
AC&C Media Group October 2014 - Present
ACC Media Group, Inc. October 2014 - Present
Merrill Lynch April 1987 - December 2003
Skills
Social Media Marketing, Online Marketing, Email Marketing, Marketing Communications, Digital Marketing, Product Marketing, Marketing Management, Marketing Strategy, Retirement Planning, Portfolio Management, Retirement, Finance, Customer Service, Employee Benefits, Marketing, Mar, Strategy, Management, Direct Marketing, Investments, Market Research, Online Advertising, Advertising, Financial Services, Integrated Marketing, Salesforce.com, SEO, Sales, Strategic Partnerships, Social Networking, Sales Management, Affiliate Marketing, Google Adwords, Customer Acquisition, Media Buying, Business Development, Conversion Optimization, Digital Media, Microsoft Office, Public Relations, Mobile Marketing, Leadership, Strategic Planning, Entrepreneurship, Mobile Advertising, Business Strategy, Start-ups, Project Management, Event Management
Education
Mercy College
Bachelor's degree, Business, Management, Marketing, and Related Support Services
South Philadelphia High School
Bachelor's degree, Marketing
AC&C Media Group October 2014 - Present
ACC Media Group, Inc. October 2014 - Present
Merrill Lynch April 1987 - December 2003
Skills
Social Media Marketing, Online Marketing, Email Marketing, Marketing Communications, Digital Marketing, Product Marketing, Marketing Management, Marketing Strategy, Retirement Planning, Portfolio Management, Retirement, Finance, Customer Service, Employee Benefits, Marketing, Mar, Strategy, Management, Direct Marketing, Investments, Market Research, Online Advertising, Advertising, Financial Services, Integrated Marketing, Salesforce.com, SEO, Sales, Strategic Partnerships, Social Networking, Sales Management, Affiliate Marketing, Google Adwords, Customer Acquisition, Media Buying, Business Development, Conversion Optimization, Digital Media, Microsoft Office, Public Relations, Mobile Marketing, Leadership, Strategic Planning, Entrepreneurship, Mobile Advertising, Business Strategy, Start-ups, Project Management, Event Management
Education
Mercy College
Bachelor's degree, Business, Management, Marketing, and Related Support Services
South Philadelphia High School
Bachelor's degree, Marketing
Alisa Fielding's Merrill Lynch Experience September 2008 - February 2009
Job MBA in Finance
Industry Accounting
Experience
University of Denver September 2011 - September 2013
nanoComposix May 2009 - August 2011
Merrill Lynch September 2008 - February 2009
Charles Schwab October 2007 - August 2008
Collect America May 2005 - August 2007
Skills
Financial Analysis, Investments, Leadership, Financial Modeling, Portfolio Management, Strategic Planning, Bookkeeping, Bank Reconciliation, Financial Statement..., Accounts Payable &..., Journal Entries, QuickBooks, Financial Reporting, Monthly Closing, Accruals, Payroll, Depreciation, Internal Controls
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Finance
University of California, San Diego 2009 — 2010
Certificate, Accounting
Metropolitan State College of Denver 2003 — 2007
B.S., Finance
Financial Industry Regulatory Authority (FINRA)
Series 7, 63, 66, Finance
University of Denver September 2011 - September 2013
nanoComposix May 2009 - August 2011
Merrill Lynch September 2008 - February 2009
Charles Schwab October 2007 - August 2008
Collect America May 2005 - August 2007
Skills
Financial Analysis, Investments, Leadership, Financial Modeling, Portfolio Management, Strategic Planning, Bookkeeping, Bank Reconciliation, Financial Statement..., Accounts Payable &..., Journal Entries, QuickBooks, Financial Reporting, Monthly Closing, Accruals, Payroll, Depreciation, Internal Controls
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Finance
University of California, San Diego 2009 — 2010
Certificate, Accounting
Metropolitan State College of Denver 2003 — 2007
B.S., Finance
Financial Industry Regulatory Authority (FINRA)
Series 7, 63, 66, Finance
Julie Greenberg Julie Greenberg's Merrill Lynch Experience July 2008 - July 2014
Job Registered Investment Assistant at Anchor Bank
Industry Financial Services
Experience
Anchor Investments August 2014 - Present
Merrill Lynch July 2008 - July 2014
RBC Wealth Management November 2005 - July 2008
Robert W. Baird & Co. June 1999 - November 2005
Skills
Series 7, Investments, Wealth Management, Equities, Retirement Planning, Mutual Funds, Fixed Income, Bloomberg, Series 63, Series 66, Investment Strategies
Education
ITT Minnesota School of Business 1983 — 1985
Business Management, Business, Management, Marketing, and Related Support Services
Metropolitan State University
Anchor Investments August 2014 - Present
Merrill Lynch July 2008 - July 2014
RBC Wealth Management November 2005 - July 2008
Robert W. Baird & Co. June 1999 - November 2005
Skills
Series 7, Investments, Wealth Management, Equities, Retirement Planning, Mutual Funds, Fixed Income, Bloomberg, Series 63, Series 66, Investment Strategies
Education
ITT Minnesota School of Business 1983 — 1985
Business Management, Business, Management, Marketing, and Related Support Services
Metropolitan State University
Pat Behm's Merrill Lynch Experience July 2015 - Present
Job TFA Relationship Managemant
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Mercyhurst University July 2010 - May 2015
Merrill Lynch June 2014 - August 2014
Gateway Lacrosse May 2013 - August 2013
Lynch and Lynch Attorneys May 2006 - December 2012
Gateway Lacrosse June 2010 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Public Speaking, Marketing, Microsoft Excel, Sales, Teamwork, Program Management, Analysis, Leadership, Social Media, Social Networking, Teaching, Team Leadership, Training
Education
Mercyhurst College
Merrill Lynch July 2015 - Present
Mercyhurst University July 2010 - May 2015
Merrill Lynch June 2014 - August 2014
Gateway Lacrosse May 2013 - August 2013
Lynch and Lynch Attorneys May 2006 - December 2012
Gateway Lacrosse June 2010 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Public Speaking, Marketing, Microsoft Excel, Sales, Teamwork, Program Management, Analysis, Leadership, Social Media, Social Networking, Teaching, Team Leadership, Training
Education
Mercyhurst College
Joel Martin CFP®, MBA, MS's Merrill Lynch Experience June 2007 - February 2011
Job CERTIFIED FINANCIAL PLANNER™ | Combat Veteran | Endurance Athlete
Industry Financial Services
Experience
Denver Money Manager February 2011 - Present
Merrill Lynch June 2007 - February 2011
US Army June 2002 - May 2007
Skills
Investments, Asset Allocation, Security Clearance, Military, Portfolio Management, Strategic Financial..., Asset Managment, Risk Management, Investment Management, DoD, Financial Advisory, Project Management, Marketing, Program Management, Leadership, Finance, Strategic Planning, Entrepreneurship, Asset Management, Business Strategy, Executive Management, Financial Analysis, Retirement Planning, Financial Modeling, Business Development, Strategy, CRM, Due Diligence, Private Equity, Cross-functional Team..., Analysis
Education
United States Military Academy at West Point 1998 — 2002
Bachelor's Degree, Civil Engineering
University of Colorado 2010 — 2012
Master of Business Administration (MBA), Executive MBA
Universitiy of Colorado Denver 2012 — 2014
Master's Degree, Marketing
Metropolitan State College of Denver 2013 — 2015
Certified Financial Planner
Mount Vernon High School 1994 — 1998
Denver Money Manager February 2011 - Present
Merrill Lynch June 2007 - February 2011
US Army June 2002 - May 2007
Skills
Investments, Asset Allocation, Security Clearance, Military, Portfolio Management, Strategic Financial..., Asset Managment, Risk Management, Investment Management, DoD, Financial Advisory, Project Management, Marketing, Program Management, Leadership, Finance, Strategic Planning, Entrepreneurship, Asset Management, Business Strategy, Executive Management, Financial Analysis, Retirement Planning, Financial Modeling, Business Development, Strategy, CRM, Due Diligence, Private Equity, Cross-functional Team..., Analysis
Education
United States Military Academy at West Point 1998 — 2002
Bachelor's Degree, Civil Engineering
University of Colorado 2010 — 2012
Master of Business Administration (MBA), Executive MBA
Universitiy of Colorado Denver 2012 — 2014
Master's Degree, Marketing
Metropolitan State College of Denver 2013 — 2015
Certified Financial Planner
Mount Vernon High School 1994 — 1998
Blake Sharpton Blake Sharpton's Merrill Lynch Experience August 1998 - June 2003
Job Attorney at Butler Snow LLP
Industry Legal Services
Experience
Butler Snow LLP February 2014 - Present
Peck, Shaffer & Williams August 2012 - January 2014
Jones Cork & Miller LLP August 2006 - August 2012
Merrill Lynch August 1998 - June 2003
Skills
Corporate Law, Corporate Governance, Legal Writing, Contract Negotiation, Public Finance, Mergers, Securities Regulation, Banking Law, Document Review, Tax Law, LLC, Finance, Mergers & Acquisitions, Appeals, Litigation, Legal Research, Strategic Planning, Legal Advice
Education
Mercer University - Walter F. George School of Law 2003 — 2006
Doctor of Law (J.D.)
The University of Georgia 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
South Forsyth High School 1990 — 1994
High School
Butler Snow LLP February 2014 - Present
Peck, Shaffer & Williams August 2012 - January 2014
Jones Cork & Miller LLP August 2006 - August 2012
Merrill Lynch August 1998 - June 2003
Skills
Corporate Law, Corporate Governance, Legal Writing, Contract Negotiation, Public Finance, Mergers, Securities Regulation, Banking Law, Document Review, Tax Law, LLC, Finance, Mergers & Acquisitions, Appeals, Litigation, Legal Research, Strategic Planning, Legal Advice
Education
Mercer University - Walter F. George School of Law 2003 — 2006
Doctor of Law (J.D.)
The University of Georgia 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
South Forsyth High School 1990 — 1994
High School
Tony Salloum's Merrill Lynch Experience December 2007 - April 2008
Job Chief Financial Officer at RentPost, LLC
Industry Internet
Experience
RentPost, LLC April 2009 - Present
RentPost, LLC April 2009 - Present
Western Circuit Public Defense Office August 2012 - December 2012
Northwestern Mutual May 2008 - May 2009
Merrill Lynch December 2007 - April 2008
Skills
Financial Accounting, Asset Allocation, Business Valuation, Legal Compliance, Investment Strategies, Financial Reporting, Business Management, Writing, Income Properties, Proformas, Customer Presentations, Business Strategy, New Business Development, Business Planning, Management, Risk Management, Strategy
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA Finance, Banking
Mercer University - Walter F. George School of Law
JD, Law
RentPost, LLC April 2009 - Present
RentPost, LLC April 2009 - Present
Western Circuit Public Defense Office August 2012 - December 2012
Northwestern Mutual May 2008 - May 2009
Merrill Lynch December 2007 - April 2008
Skills
Financial Accounting, Asset Allocation, Business Valuation, Legal Compliance, Investment Strategies, Financial Reporting, Business Management, Writing, Income Properties, Proformas, Customer Presentations, Business Strategy, New Business Development, Business Planning, Management, Risk Management, Strategy
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA Finance, Banking
Mercer University - Walter F. George School of Law
JD, Law
Wayne Bethea Wayne Bethea's Merrill Lynch Experience July 2010 - October 2011
Job Fraud Analyst at Borderfree
Industry Internet
Experience
Borderfree October 2011 - Present
Merrill Lynch July 2010 - October 2011
Merrill Lynch April 2005 - July 2010
Skills
Finance, Credit Cards, Wealth Management, Business Analysis, Payments, Accounts Receivable, Cards, Financial Services, Retail, Fraud, Financial Risk, Risk Management, Banking, Credit Risk
Education
Mercer County Community College 2002 — 2004
Business Administration and Management, General
St. Peter's College 1999 — 2002
Computer Science
Borderfree October 2011 - Present
Merrill Lynch July 2010 - October 2011
Merrill Lynch April 2005 - July 2010
Skills
Finance, Credit Cards, Wealth Management, Business Analysis, Payments, Accounts Receivable, Cards, Financial Services, Retail, Fraud, Financial Risk, Risk Management, Banking, Credit Risk
Education
Mercer County Community College 2002 — 2004
Business Administration and Management, General
St. Peter's College 1999 — 2002
Computer Science
Michael Going, CAIA Michael Going, CAIA's Merrill Lynch Experience 2007 - 2010
Job Senior Account Manager
Industry Investment Management
Experience
Trileaf Corporation 2013 - Present
Freelance Consulting 2012 - Present
Eclipse Capital Management 2010 - 2012
Merrill Lynch 2007 - 2010
A.G. Edwards (now Wells Fargo) 2003 - 2007
Missouri Athletic Club 1996 - 2003
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 7, Market Data, Financial Reporting, Strategic Alliances, Business Development, Data Analysis, Business Intelligence, Portfolio Optimization, Portfolio Management, Investment Portfolio, Risk Tolerance, Managed Futures, Risk Budgeting, Alternative Investment..., Family Office, Investment Strategies, Asset Managment, Investment Advisory, Finance, Mutual Funds, Trading, Hedge Funds, Investment Management
Education
Covenant Theological Seminary
Masters of Divinity, Greek and Hebrew languages
Mercer University
Business Administration
Trileaf Corporation 2013 - Present
Freelance Consulting 2012 - Present
Eclipse Capital Management 2010 - 2012
Merrill Lynch 2007 - 2010
A.G. Edwards (now Wells Fargo) 2003 - 2007
Missouri Athletic Club 1996 - 2003
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 7, Market Data, Financial Reporting, Strategic Alliances, Business Development, Data Analysis, Business Intelligence, Portfolio Optimization, Portfolio Management, Investment Portfolio, Risk Tolerance, Managed Futures, Risk Budgeting, Alternative Investment..., Family Office, Investment Strategies, Asset Managment, Investment Advisory, Finance, Mutual Funds, Trading, Hedge Funds, Investment Management
Education
Covenant Theological Seminary
Masters of Divinity, Greek and Hebrew languages
Mercer University
Business Administration
Jihan Charles Jihan Charles's Merrill Lynch Experience April 2003 - March 2004
Job HR/Payroll Manager
Industry Human Resources
Experience
Atlanta Fixture & Sales Co., Inc. May 2015 - Present
ADP March 2015 - Present
Siwanoy Country Club January 2005 - March 2015
American Specialties Inc September 2004 - January 2005
Merrill Lynch April 2003 - March 2004
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Payable, Accounts Receivable, Budgets, ADP Payroll, Payroll Services, Payroll Processing, Payroll Taxes, Payroll Administration, Sales & Use Tax, Bank Reconciliation, Inventory Management, Avante, Paychex, paylocity, Bookkeeping, Union Agreements, Benefits Administration, Compensation & Benefits, Workers Compensation, Workers' Compensation..., Disability Insurance, Income Tax, Microsoft Office, QuickBooks, Peachtree, Customer Service, Project Management, Payroll, Microsoft Excel, Human Resources, Outlook, Employee Relations, Microsoft Word, Management, Finance, Time Management
Education
Mercy College 2008 — 2010
Master of Business Administration (MBA), Finance, General
Monroe College 2001 — 2004
Bachelor's degree, Accounting
Atlanta Fixture & Sales Co., Inc. May 2015 - Present
ADP March 2015 - Present
Siwanoy Country Club January 2005 - March 2015
American Specialties Inc September 2004 - January 2005
Merrill Lynch April 2003 - March 2004
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Payable, Accounts Receivable, Budgets, ADP Payroll, Payroll Services, Payroll Processing, Payroll Taxes, Payroll Administration, Sales & Use Tax, Bank Reconciliation, Inventory Management, Avante, Paychex, paylocity, Bookkeeping, Union Agreements, Benefits Administration, Compensation & Benefits, Workers Compensation, Workers' Compensation..., Disability Insurance, Income Tax, Microsoft Office, QuickBooks, Peachtree, Customer Service, Project Management, Payroll, Microsoft Excel, Human Resources, Outlook, Employee Relations, Microsoft Word, Management, Finance, Time Management
Education
Mercy College 2008 — 2010
Master of Business Administration (MBA), Finance, General
Monroe College 2001 — 2004
Bachelor's degree, Accounting
Greg Darling Greg Darling's Merrill Lynch Experience September 2010 - January 2011
Job Associate at PNC
Industry Commercial Real Estate
Experience
PNC Capital Markets, Structured Products Group January 2015 - Present
Cabot Properties, Inc. August 2013 - December 2014
Cabot Properties, Inc. June 2011 - August 2013
Merrill Lynch September 2010 - January 2011
Skills
Investments, Financial Analysis, Accounting, Leadership, Financial Modeling, Asset Management, Financial Reporting, Valuation, Cash Management, Microsoft Excel, Argus Modeling, Asset Managment, Strategic Financial..., Management, Finance, Internal Controls, Financial Accounting, General Ledger, Account Reconciliation, Corporate Finance, Financial Statements, QuickBooks, Forecasting, MRI Software, Argus
Education
Merrimack College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
PNC Capital Markets, Structured Products Group January 2015 - Present
Cabot Properties, Inc. August 2013 - December 2014
Cabot Properties, Inc. June 2011 - August 2013
Merrill Lynch September 2010 - January 2011
Skills
Investments, Financial Analysis, Accounting, Leadership, Financial Modeling, Asset Management, Financial Reporting, Valuation, Cash Management, Microsoft Excel, Argus Modeling, Asset Managment, Strategic Financial..., Management, Finance, Internal Controls, Financial Accounting, General Ledger, Account Reconciliation, Corporate Finance, Financial Statements, QuickBooks, Forecasting, MRI Software, Argus
Education
Merrimack College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Antonette Garris Antonette Garris's Merrill Lynch Experience April 2007 - Present
Job
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
TIAA-CREF February 1994 - March 2005
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Concur, Paralegals
Education
Mercy College 1991 — 1993
Bachelor's degree, Marketing/Marketing Management, General
Merrill Lynch April 2007 - Present
TIAA-CREF February 1994 - March 2005
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Concur, Paralegals
Education
Mercy College 1991 — 1993
Bachelor's degree, Marketing/Marketing Management, General
Daniel Muchmore Daniel Muchmore's Merrill Lynch Experience May 2012 - August 2012
Job Senior Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte June 2013 - Present
Merrill Lynch May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Town of Morristown May 2011 - August 2011
Skills
Excel, Stock Analysis, Accounting, Volunteering, Microsoft Word, Problem Solving, Diligent, Leadership, Time Management, Financial Analysis, Auditing, Finance, Microsoft Excel, Financial Reporting
Education
Messiah College 2010 — 2013
B.S., Accounting
Deloitte September 2014 - Present
Deloitte June 2013 - Present
Merrill Lynch May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Town of Morristown May 2011 - August 2011
Skills
Excel, Stock Analysis, Accounting, Volunteering, Microsoft Word, Problem Solving, Diligent, Leadership, Time Management, Financial Analysis, Auditing, Finance, Microsoft Excel, Financial Reporting
Education
Messiah College 2010 — 2013
B.S., Accounting
Scherria Ali Scherria Ali's Merrill Lynch Experience August 2002 - March 2005
Job Finance Analyst Montefiore Care Management
Industry Financial Services
Experience
CMO - The Care Management Company of Montefiore Medical Center August 2014 - Present
Winston Staffing June 2012 - August 2014
Last Call by Neiman Marcus 2010 - 2011
The Economist March 2005 - February 2008
Merrill Lynch August 2002 - March 2005
Skills
PowerPoint, Word, Excel, Documentum, Customer Service, Administration, Hummingbird, Visio, Lotus Notes, Outlook, Travel Planning, System Administration, Editing, Microsoft Excel, Microsoft Word, Office Administration, Public Speaking, Salesforce.com
Education
Mercy College 2006 — 2012
Bachelor of Science, Organizational Management
The College of Westchester 1995 — 1997
Associates of Occupational Studies, Business Administration - Management and Marketing
CMO - The Care Management Company of Montefiore Medical Center August 2014 - Present
Winston Staffing June 2012 - August 2014
Last Call by Neiman Marcus 2010 - 2011
The Economist March 2005 - February 2008
Merrill Lynch August 2002 - March 2005
Skills
PowerPoint, Word, Excel, Documentum, Customer Service, Administration, Hummingbird, Visio, Lotus Notes, Outlook, Travel Planning, System Administration, Editing, Microsoft Excel, Microsoft Word, Office Administration, Public Speaking, Salesforce.com
Education
Mercy College 2006 — 2012
Bachelor of Science, Organizational Management
The College of Westchester 1995 — 1997
Associates of Occupational Studies, Business Administration - Management and Marketing
Jared Adams Jared Adams's Merrill Lynch Experience May 2003 - August 2003
Job Keogh Plan Administrator at Oriental Financial Group
Industry Financial Services
Experience
Oriental Financial Group July 2011 - Present
Aon Hewitt August 2008 - March 2011
Liberty Construction Inc. May 2004 - January 2005
Merrill Lynch May 2003 - August 2003
Skills
Customer Service, Microsoft Office, Employee Benefits, Microsoft Excel, Performance Management, PowerPoint, Change Management, Business Analysis, Microsoft Word, Sales, Team Building, Marketing, Outlook, Marketing Strategy, Employee Relations, Financial Analysis, Social Media, Leadership, Management, Recruiting, Training
Education
Mercyhurst College 2000 — 2004
Bachelors Degree, Business Administration; Finance
St. Peter Chanel High School 1996 — 2000
Oriental Financial Group July 2011 - Present
Aon Hewitt August 2008 - March 2011
Liberty Construction Inc. May 2004 - January 2005
Merrill Lynch May 2003 - August 2003
Skills
Customer Service, Microsoft Office, Employee Benefits, Microsoft Excel, Performance Management, PowerPoint, Change Management, Business Analysis, Microsoft Word, Sales, Team Building, Marketing, Outlook, Marketing Strategy, Employee Relations, Financial Analysis, Social Media, Leadership, Management, Recruiting, Training
Education
Mercyhurst College 2000 — 2004
Bachelors Degree, Business Administration; Finance
St. Peter Chanel High School 1996 — 2000
James Whitt James Whitt's Merrill Lynch Experience August 2011 - January 2013
Job Financial Advisor Oak Ridge Wealth Management
Industry Financial Services
Experience
Bank of Oak Ridge July 2013 - Present
Matrix Consulting Group December 2012 - July 2013
Merrill Lynch August 2011 - January 2013
Skills
Financial Advisor,..., IRAs, 401k, Life Insurance, Wealth Management, Fixed Annuities, Disability Insurance, Health Insurance, Strategic Financial..., Retirement Planning, Insurance, Trusts, Series 7, Finance, 529 Plans, Retirement, Investment Advisory, Mutual Funds, 401k Rollovers, Securities, Financial Advisory, Uniform Combined State..., Asset Allocation, Series 63, Estate Planning, Investments, Asset Management, Long-term Care, Variable Annuities, Portfolio Management
Education
Methodist College 1993 — 1995
Bachelor's degree, Business Administration and Management, General
Bank of Oak Ridge July 2013 - Present
Matrix Consulting Group December 2012 - July 2013
Merrill Lynch August 2011 - January 2013
Skills
Financial Advisor,..., IRAs, 401k, Life Insurance, Wealth Management, Fixed Annuities, Disability Insurance, Health Insurance, Strategic Financial..., Retirement Planning, Insurance, Trusts, Series 7, Finance, 529 Plans, Retirement, Investment Advisory, Mutual Funds, 401k Rollovers, Securities, Financial Advisory, Uniform Combined State..., Asset Allocation, Series 63, Estate Planning, Investments, Asset Management, Long-term Care, Variable Annuities, Portfolio Management
Education
Methodist College 1993 — 1995
Bachelor's degree, Business Administration and Management, General
Jeanette Hernandez Jeanette Hernandez's Merrill Lynch Experience February 2004 - August 2004
Job Legal Secretary at Schiff Hardin LLP
Industry Law Practice
Experience
Schiff Hardin LLP April 2012 - Present
Katten Muchin Rosenman LLP May 2006 - August 2010
Silverberg Stonehill & Goldsmith LLP November 2004 - February 2005
Thompson Hine LLP August 2004 - November 2004
Merrill Lynch February 2004 - August 2004
Potter Giacovas & Kranjac July 2003 - January 2004
Choice temps 2000 - 2004
Merrill Lynch April 2001 - January 2002
Morgan Lewis & Bockius, LLP August 2000 - February 2001
Cohn April 1998 - July 2000
Skills
Typing, DocsOpen, Microsoft Office, Microsoft Excel, Microsoft Word, Wordperfect, iManage, Worldox, Comparex, Delta View, Interaction, HotDocs, Timeslips, DTE, Time Matters, Adobe Acrobat, Outlook, Interpersonal..., Self-starter, Organizational...
Education
Metropolitan College of New York - School of Business 2009 — 2010
Finance and Financial Management Services
Metropolitan College of New York - School of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Metropolitan College of New York - School of Business
Bachelor; Masters, Business Administration; Financial Services
Schiff Hardin LLP April 2012 - Present
Katten Muchin Rosenman LLP May 2006 - August 2010
Silverberg Stonehill & Goldsmith LLP November 2004 - February 2005
Thompson Hine LLP August 2004 - November 2004
Merrill Lynch February 2004 - August 2004
Potter Giacovas & Kranjac July 2003 - January 2004
Choice temps 2000 - 2004
Merrill Lynch April 2001 - January 2002
Morgan Lewis & Bockius, LLP August 2000 - February 2001
Cohn April 1998 - July 2000
Skills
Typing, DocsOpen, Microsoft Office, Microsoft Excel, Microsoft Word, Wordperfect, iManage, Worldox, Comparex, Delta View, Interaction, HotDocs, Timeslips, DTE, Time Matters, Adobe Acrobat, Outlook, Interpersonal..., Self-starter, Organizational...
Education
Metropolitan College of New York - School of Business 2009 — 2010
Finance and Financial Management Services
Metropolitan College of New York - School of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Metropolitan College of New York - School of Business
Bachelor; Masters, Business Administration; Financial Services
Renata Donaghy Renata Donaghy's Merrill Lynch Experience September 2013 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Public Relations and Communications
Experience
Merrill Lynch September 2013 - Present
Ralph Lauren Corporation March 2011 - August 2013
Sweet Teez August 2009 - 2012
Ralph Lauren 2006 - 2009
Skills
Fashion, Merchandising, Visual Merchandising, Organizational Design, Administrative Support, Managerial Experience, Construction Management, Project Planning, Budget Development, Presentation Preparation, Client Relationship..., Budgets, Management
Education
Mercy College
Business Administration, Business, Management, Marketing, and Related Support Services
Merrill Lynch September 2013 - Present
Ralph Lauren Corporation March 2011 - August 2013
Sweet Teez August 2009 - 2012
Ralph Lauren 2006 - 2009
Skills
Fashion, Merchandising, Visual Merchandising, Organizational Design, Administrative Support, Managerial Experience, Construction Management, Project Planning, Budget Development, Presentation Preparation, Client Relationship..., Budgets, Management
Education
Mercy College
Business Administration, Business, Management, Marketing, and Related Support Services
Timothy Hyde Timothy Hyde's Merrill Lynch Experience May 2000 - February 2002
Job Vice President at HealthSCOPE Benefits, Inc.
Industry Insurance
Experience
HealthSCOPE Benefits, Inc. April 2013 - Present
Cornerstone Benefits March 2012 - April 2013
HealthSCOPE Benefits June 2003 - March 2012
Morgan Stanley February 2002 - April 2003
Merrill Lynch May 2000 - February 2002
Education
Mercer University 1996 — 2000
BBA, Marketing, Communication
HealthSCOPE Benefits, Inc. April 2013 - Present
Cornerstone Benefits March 2012 - April 2013
HealthSCOPE Benefits June 2003 - March 2012
Morgan Stanley February 2002 - April 2003
Merrill Lynch May 2000 - February 2002
Education
Mercer University 1996 — 2000
BBA, Marketing, Communication
Courtney Boli Courtney Boli's Merrill Lynch Experience July 2015 - Present
Job Client Associate at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch July 2015 - Present
State Street October 2013 - May 2015
In The Pink Stores, Inc. June 2013 - September 2013
In The Pink Stores, Inc. January 2013 - May 2013
Boston Bakes for Breast Cancer January 2013 - May 2013
Target Dealer Services, Inc. November 2011 - January 2012
Skills
Time Management, Operation Efficiencies, Advertising, Customer Satisfaction, Microsoft Applications, Marketing Research, Microsoft Excel, SPSS, Retail, Organization, QuickBooks, Retail Banking, Account Management, Marketing Strategy, Problem Solving, Mercury, PowerPoint, Teamwork, Microsoft Word, Microsoft Office
Education
Merrimack College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Merrill Lynch July 2015 - Present
State Street October 2013 - May 2015
In The Pink Stores, Inc. June 2013 - September 2013
In The Pink Stores, Inc. January 2013 - May 2013
Boston Bakes for Breast Cancer January 2013 - May 2013
Target Dealer Services, Inc. November 2011 - January 2012
Skills
Time Management, Operation Efficiencies, Advertising, Customer Satisfaction, Microsoft Applications, Marketing Research, Microsoft Excel, SPSS, Retail, Organization, QuickBooks, Retail Banking, Account Management, Marketing Strategy, Problem Solving, Mercury, PowerPoint, Teamwork, Microsoft Word, Microsoft Office
Education
Merrimack College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Stacie Hubachek Stacie Hubachek's Merrill Lynch Experience April 1996 - August 1998
Job OCC Duty Manager at ExpressJet Airlines
Industry Airlines/Aviation
Experience
ExpressJet Airlines August 1998 - Present
Merrill Lynch April 1996 - August 1998
Lutheran Brotherhood Insurance April 1992 - April 1996
Skills
Commercial Aviation, Aviation, Airlines, Flights, Flight Safety, Flight Planning, Piloting, Operations Management, Aircraft, Sabre, Charter, Airworthiness, Airline Management, Human Factors, Airplane, International Flight..., ICAO, Aviation Security, Aircraft Maintenance, Civil Aviation, Customer Service, Military
Education
AFDTC 1997 — 1997
Dispatch Certification, Airline Dispatch
Metropolitan State University 1991 — 1993
Hopkins Highschool 1986 — 1989
General Studies
ExpressJet Airlines August 1998 - Present
Merrill Lynch April 1996 - August 1998
Lutheran Brotherhood Insurance April 1992 - April 1996
Skills
Commercial Aviation, Aviation, Airlines, Flights, Flight Safety, Flight Planning, Piloting, Operations Management, Aircraft, Sabre, Charter, Airworthiness, Airline Management, Human Factors, Airplane, International Flight..., ICAO, Aviation Security, Aircraft Maintenance, Civil Aviation, Customer Service, Military
Education
AFDTC 1997 — 1997
Dispatch Certification, Airline Dispatch
Metropolitan State University 1991 — 1993
Hopkins Highschool 1986 — 1989
General Studies
Kathy Brennan Kathy Brennan's Merrill Lynch Experience 1996 - 1998
Job Research and Teaching Fellow at University of North Carolina at Chapel Hill
Industry Information Services
Experience
University of North Carolina at Chapel Hill August 2013 - Present
University of North Carolina at Chapel Hill August 2011 - August 2013
Fannie Mae December 2000 - February 2009
Merrill Lynch 1996 - 1998
Dean Witter 1993 - 1996
Skills
Competitive Analysis, Human Computer..., Market Research, Editing, Strategic Planning, Marketing Strategy, Information Retrieval, Research, Strategy, Proposal Writing, Qualitative Research, Research Design, Usability Testing, Social Media, Public Speaking, Analysis, Cross-functional Team..., Statistics, Data Analysis, Quantitative Research, Data Mining, SPSS
Education
University of North Carolina at Chapel Hill 2011 — 2015
PhD, Information & Library Science
The Catholic University of America 2009 — 2011
MSLS, Information & Library Science
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA, Business
Messiah College
Bachelor of Arts, English, Literature Concentration
University of North Carolina at Chapel Hill August 2013 - Present
University of North Carolina at Chapel Hill August 2011 - August 2013
Fannie Mae December 2000 - February 2009
Merrill Lynch 1996 - 1998
Dean Witter 1993 - 1996
Skills
Competitive Analysis, Human Computer..., Market Research, Editing, Strategic Planning, Marketing Strategy, Information Retrieval, Research, Strategy, Proposal Writing, Qualitative Research, Research Design, Usability Testing, Social Media, Public Speaking, Analysis, Cross-functional Team..., Statistics, Data Analysis, Quantitative Research, Data Mining, SPSS
Education
University of North Carolina at Chapel Hill 2011 — 2015
PhD, Information & Library Science
The Catholic University of America 2009 — 2011
MSLS, Information & Library Science
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA, Business
Messiah College
Bachelor of Arts, English, Literature Concentration
Michelle Monds's Merrill Lynch Experience September 2004 - April 2006
Job Vice President Project Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch April 2006 - April 2013
Merrill Lynch September 2004 - April 2006
Merrill Lynch June 2003 - September 2004
Merrill Lynch March 2002 - June 2003
Merrill Lynch February 2001 - March 2002
Merrill Lynch, Client Account Services February 2000 - February 2001
Merrill Lynch December 1997 - February 2000
Skills
Microsoft Office, Supervising, Employee Stock Options, Green Belt, Call Center, Customer Service, Leadership, Supervisory Skills
Education
Mercy College
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch April 2006 - April 2013
Merrill Lynch September 2004 - April 2006
Merrill Lynch June 2003 - September 2004
Merrill Lynch March 2002 - June 2003
Merrill Lynch February 2001 - March 2002
Merrill Lynch, Client Account Services February 2000 - February 2001
Merrill Lynch December 1997 - February 2000
Skills
Microsoft Office, Supervising, Employee Stock Options, Green Belt, Call Center, Customer Service, Leadership, Supervisory Skills
Education
Mercy College
Zachary Rall Zachary Rall's Merrill Lynch Experience September 2011 - November 2011
Job Private Equity Analyst at The Wolff Company
Industry Financial Services
Experience
The Wolff Company September 2014 - Present
Vanguard August 2013 - August 2014
Dignity Health June 2011 - August 2013
Merrill Lynch September 2011 - November 2011
Skills
Financial Analysis, Investments, Bloomberg Terminal, Portfolio Management, Leadership, Time Management, Microsoft Excel, VBA, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Sales, CRM, Customer Service, Finance
Education
University of Arizona, Eller College of Management 2011 — 2013
Business Administration, Finance, Senior
Mercer University 2008 — 2011
Finance, Accounting
The Wolff Company September 2014 - Present
Vanguard August 2013 - August 2014
Dignity Health June 2011 - August 2013
Merrill Lynch September 2011 - November 2011
Skills
Financial Analysis, Investments, Bloomberg Terminal, Portfolio Management, Leadership, Time Management, Microsoft Excel, VBA, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Sales, CRM, Customer Service, Finance
Education
University of Arizona, Eller College of Management 2011 — 2013
Business Administration, Finance, Senior
Mercer University 2008 — 2011
Finance, Accounting
Daniel Emerson, CFP®'s Merrill Lynch Experience July 2011 - Present
Job Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Optima Gent BBC June 2010 - May 2011
Skills
Retirement Planning, Portfolio Management, Investment Strategies, Basketball, Retirement Income..., Small Business..., Financial Advice, Financial Advisory, Retirement, Business Development, Insurance, Asset Allocation, Wealth Management, Investment Management, 401k, Mutual Funds, Securities, Finance, Microsoft Office, Customer Service, Public Speaking
Education
Mercer University - Stetson School of Business and Economics 2007 — 2010
B.B.A, Finance
Western Kentucky University 2005 — 2007
Business Administration and Management, General
Merrill Lynch July 2011 - Present
Optima Gent BBC June 2010 - May 2011
Skills
Retirement Planning, Portfolio Management, Investment Strategies, Basketball, Retirement Income..., Small Business..., Financial Advice, Financial Advisory, Retirement, Business Development, Insurance, Asset Allocation, Wealth Management, Investment Management, 401k, Mutual Funds, Securities, Finance, Microsoft Office, Customer Service, Public Speaking
Education
Mercer University - Stetson School of Business and Economics 2007 — 2010
B.B.A, Finance
Western Kentucky University 2005 — 2007
Business Administration and Management, General
Frank Cunningham Frank Cunningham's Merrill Lynch Experience 1968 - 1991
Job Business Consultant International Markets at Citigroup Tampa, Fl
Industry Financial Services
Experience
Citigroup Tampa, Fl March 2009 - Present
Broadridge 2003 - 2007
Xcitek 2001 - 2005
Citibank 1995 - 2000
Merrill Lynch 1968 - 1991
White, Weld & Co. 1967 - 1978
Skills
Business Analysis, Securities, Back Office, Capital Markets, Financial Services, Fixed Income, Banking, Equities, Risk Management, Mutual Funds, Cash Management, Asset Managment, Process Improvement, Business Process Design, Business Process..., Middle Office, Prime Brokerage, Corporate Actions, Securities Lending
Education
Mercer University 1962 — 1965
clifford j scott 1958 — 1961
Citigroup Tampa, Fl March 2009 - Present
Broadridge 2003 - 2007
Xcitek 2001 - 2005
Citibank 1995 - 2000
Merrill Lynch 1968 - 1991
White, Weld & Co. 1967 - 1978
Skills
Business Analysis, Securities, Back Office, Capital Markets, Financial Services, Fixed Income, Banking, Equities, Risk Management, Mutual Funds, Cash Management, Asset Managment, Process Improvement, Business Process Design, Business Process..., Middle Office, Prime Brokerage, Corporate Actions, Securities Lending
Education
Mercer University 1962 — 1965
clifford j scott 1958 — 1961
Alicia Frey's Merrill Lynch Experience December 2006 - March 2012
Job Senior Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Merrill Lynch December 2006 - March 2012
Investment Professionals, Inc. November 2004 - December 2006
Skills
Marketing, Financial Analysis, Writing, Novels, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Recruiting, Team Building, Social Media, Management, Project Management, Team Leadership, Research, Series 7, Financial Reporting, Editing, Proofreading, Blogger
Education
Mercer University - Stetson School of Business and Economics 2007 — 2012
BBA, Concentration in Marketing
Morgan Stanley Wealth Management March 2012 - Present
Merrill Lynch December 2006 - March 2012
Investment Professionals, Inc. November 2004 - December 2006
Skills
Marketing, Financial Analysis, Writing, Novels, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Recruiting, Team Building, Social Media, Management, Project Management, Team Leadership, Research, Series 7, Financial Reporting, Editing, Proofreading, Blogger
Education
Mercer University - Stetson School of Business and Economics 2007 — 2012
BBA, Concentration in Marketing
Tammy Trovato Tammy Trovato's Merrill Lynch Experience January 2003 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch January 2003 - June 2008
Education
Mercer County Community College
Certificate Program
Merrill Lynch January 2003 - June 2008
Education
Mercer County Community College
Certificate Program
Christopher A. Artzer Christopher A. Artzer's Merrill Lynch Experience 1993 - 2002
Job President at FA Integrations
Industry Financial Services
Experience
FA Integrations June 2010 - Present
J Kelly & Assoc August 2002 - June 2010
Merrill Lynch 1993 - 2002
US Marine Corps 1986 - 1993
Skills
Financial Analysis, Integration, Management, Strategic Planning, Budgets, Financial Services, Business Process..., Small Business, Process Improvement, Leadership, Business Analysis, Management Consulting, Finance, Team Building, Risk Management, Vendor Management, Business Strategy, Strategy, Investments
Education
Metropolitan State University of Denver 1988 — 1993
1993, Accounting
FA Integrations June 2010 - Present
J Kelly & Assoc August 2002 - June 2010
Merrill Lynch 1993 - 2002
US Marine Corps 1986 - 1993
Skills
Financial Analysis, Integration, Management, Strategic Planning, Budgets, Financial Services, Business Process..., Small Business, Process Improvement, Leadership, Business Analysis, Management Consulting, Finance, Team Building, Risk Management, Vendor Management, Business Strategy, Strategy, Investments
Education
Metropolitan State University of Denver 1988 — 1993
1993, Accounting
Mark Venasky's Merrill Lynch Experience February 2006 - May 2006
Job Business Development Associate at Thomson Reuters
Industry Legal Services
Experience
Thomson Reuters September 2013 - Present
Thomson Reuters February 2013 - September 2013
VMware May 2011 - December 2012
Shavlik Technologies February 2011 - May 2011
Metro Sales August 2007 - November 2010
Merrill Lynch February 2006 - May 2006
Skills
Telemarketing, Salesforce.com, Solution Selling, Direct Sales, Cold Calling, Sales Process, Account Management, Sales, Value Selling, New Business Development, Qualifying Prospects, Sales Management, Value Based Selling, Sales Operations, B2B, Channel, CRM, Security, Cloud Computing, Product Management, Marketing, Networking, Channel Partners
Education
Metropolitan State University 2014 — 2016
Bachelor’s Degree, Accounting, 3.91/4.0
The University of North Dakota 2002 — 2007
Bachelor's of Business Administration, Marketing
Thomson Reuters September 2013 - Present
Thomson Reuters February 2013 - September 2013
VMware May 2011 - December 2012
Shavlik Technologies February 2011 - May 2011
Metro Sales August 2007 - November 2010
Merrill Lynch February 2006 - May 2006
Skills
Telemarketing, Salesforce.com, Solution Selling, Direct Sales, Cold Calling, Sales Process, Account Management, Sales, Value Selling, New Business Development, Qualifying Prospects, Sales Management, Value Based Selling, Sales Operations, B2B, Channel, CRM, Security, Cloud Computing, Product Management, Marketing, Networking, Channel Partners
Education
Metropolitan State University 2014 — 2016
Bachelor’s Degree, Accounting, 3.91/4.0
The University of North Dakota 2002 — 2007
Bachelor's of Business Administration, Marketing
Chris Shadburn Chris Shadburn's Merrill Lynch Experience June 2002 - May 2005
Job President at Shadburn Financial Services
Industry Financial Services
Experience
Shadburn Financial Services January 2005 - Present
Merrill Lynch June 2002 - May 2005
Skills
Trading, Market Research, Technical Analysis, Investments, Wealth Management, Asset Allocation, Securities, Equities, Portfolio Management, Investment Advisory, Asset Managment, Retirement Planning, Fixed Income, Mutual Funds, Options, Trading Systems, Investment Strategies, Strategic Financial..., Capital Markets
Education
Mercer University - Stetson School of Business and Economics
MBA, Finance
Shadburn Financial Services January 2005 - Present
Merrill Lynch June 2002 - May 2005
Skills
Trading, Market Research, Technical Analysis, Investments, Wealth Management, Asset Allocation, Securities, Equities, Portfolio Management, Investment Advisory, Asset Managment, Retirement Planning, Fixed Income, Mutual Funds, Options, Trading Systems, Investment Strategies, Strategic Financial..., Capital Markets
Education
Mercer University - Stetson School of Business and Economics
MBA, Finance
Clay Wood Clay Wood's Merrill Lynch Experience May 2004 - August 2006
Job Sr. Analyst, New Business Development, NMAC
Industry Automotive
Experience
Nissan Motor Corporation January 2015 - Present
Nissan Motor Corporation March 2013 - January 2015
Nissan Motor Corporation August 2011 - March 2013
Nissan Motor Corporation May 2010 - August 2011
Global Motorsports Inc August 2008 - February 2010
Aflac September 2006 - October 2007
Merrill Lynch May 2004 - August 2006
Skills
Marketing, Product Marketing, Competitive Analysis, Automotive, Customer Satisfaction, Strategic Planning, Marketing Strategy, Pricing Strategy, Pricing Analysis, Pricing, Competitive Pricing, Analysis, Digital Marketing, Direct Marketing
Education
Mercer University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Nissan Motor Corporation January 2015 - Present
Nissan Motor Corporation March 2013 - January 2015
Nissan Motor Corporation August 2011 - March 2013
Nissan Motor Corporation May 2010 - August 2011
Global Motorsports Inc August 2008 - February 2010
Aflac September 2006 - October 2007
Merrill Lynch May 2004 - August 2006
Skills
Marketing, Product Marketing, Competitive Analysis, Automotive, Customer Satisfaction, Strategic Planning, Marketing Strategy, Pricing Strategy, Pricing Analysis, Pricing, Competitive Pricing, Analysis, Digital Marketing, Direct Marketing
Education
Mercer University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Jennifer (JR) Withers Jennifer (JR) Withers's Merrill Lynch Experience 2008 - 2009
Job Recruiter at RMS Computer Corporation
Industry Human Resources
Experience
RMS Computer Corporation Analyst - Executive Leadership Development & Talent AssessmentAIG2012 - 2014
AIG 2010 - 2012
Société Générale January 2010 - May 2010
Merrill Lynch 2008 - 2009
English Time 2008 - 2008
Merrill Lynch 2005 - 2007
Forest Laboratories 2004 - 2005
Skills
HRIS, Talent Management, Onboarding, Human Resources, Performance Management, Recruiting, Employee Engagement, HR Policies, Insurance, Talent Acquisition, Succession Planning, PeopleSoft, New Hire Orientations, Employee Relations, FMLA, Personnel Management, Benefits Administration, Workers Compensation
Education
Metropolitan College of New York - School of Business 2006 — 2008
Master of Public Affairs (MPA), Public Affairs
Rutgers – The State University of New Jersey 2001 — 2004
Bachelor of Arts (B.A.), Political Science
RMS Computer Corporation Analyst - Executive Leadership Development & Talent AssessmentAIG2012 - 2014
AIG 2010 - 2012
Société Générale January 2010 - May 2010
Merrill Lynch 2008 - 2009
English Time 2008 - 2008
Merrill Lynch 2005 - 2007
Forest Laboratories 2004 - 2005
Skills
HRIS, Talent Management, Onboarding, Human Resources, Performance Management, Recruiting, Employee Engagement, HR Policies, Insurance, Talent Acquisition, Succession Planning, PeopleSoft, New Hire Orientations, Employee Relations, FMLA, Personnel Management, Benefits Administration, Workers Compensation
Education
Metropolitan College of New York - School of Business 2006 — 2008
Master of Public Affairs (MPA), Public Affairs
Rutgers – The State University of New Jersey 2001 — 2004
Bachelor of Arts (B.A.), Political Science
Byron Meads, CFP, CRPC's Merrill Lynch Experience November 2004 - Present
Job Senior Vice President Wealth Management, PIA Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2004 - Present
Merrill Lynch October 2000 - August 2004
Merrill Lynch July 1998 - October 2000
Merrill Lynch April 1996 - August 1998
Merrill Lynch November 1993 - April 1996
Merrill Lynch February 1990 - October 1993
Merrill Lynch July 1979 - December 1989
Skills
Certified Financial..., Chartered Retirment..., Portfolio Investment..., Portfolio Investment..., Investment Strategies, Wealth Management..., Series 7, Wealth Management, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Mutual Funds, Investments, Investment Advisory
Education
Merrimack College 1997 — 1999
Certificate of Financial Planning, Financial Planning and Services
Texas A&M University-Commerce 1978 — 1979
MBA, Economics and Finance
Texas A&M Commerce 1972 — 1975
Bachelor of Science (B.S.), Psychology
Merrill Lynch November 2004 - Present
Merrill Lynch October 2000 - August 2004
Merrill Lynch July 1998 - October 2000
Merrill Lynch April 1996 - August 1998
Merrill Lynch November 1993 - April 1996
Merrill Lynch February 1990 - October 1993
Merrill Lynch July 1979 - December 1989
Skills
Certified Financial..., Chartered Retirment..., Portfolio Investment..., Portfolio Investment..., Investment Strategies, Wealth Management..., Series 7, Wealth Management, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Mutual Funds, Investments, Investment Advisory
Education
Merrimack College 1997 — 1999
Certificate of Financial Planning, Financial Planning and Services
Texas A&M University-Commerce 1978 — 1979
MBA, Economics and Finance
Texas A&M Commerce 1972 — 1975
Bachelor of Science (B.S.), Psychology
Victor Collum, PMP, CSM Victor Collum, PMP, CSM's Merrill Lynch Experience January 1996 - May 1999
Job Senior Project Manager at SquareTwo Financial
Industry Information Technology and Services
Experience
SquareTwo Financial April 2014 - Present
Great-West Financial September 2012 - April 2014
Great-West Financial September 2007 - October 2012
Fiserv ISS September 2006 - March 2007
Invesco Ltd. June 1999 - July 2002
Merrill Lynch January 1996 - May 1999
Skills
Client Services, Developing Client..., Project Management, Retirement Plans, Social Media, Social Media Marketing, Digital Marketing, GTD, Getting Things Done, Operations, Customer Service, Account Management, Strategic Planning, Communications, Supervisory Skills, Workflow Analysis, Twitter, Facebook, LinkedIn, Online Branding, Outlook, Powerpoint, Excel, MS Project, Visio, Personal Finance, Social Networking, SDLC, SharePoint, Management, CRM, Salesforce.com, Business Process..., Google Analytics, Call Centers, Relationship Management, Leadership, Vendor Management, PMBOK, Agile Project Management, Software Project..., Certified Project..., Trade Shows, Business Analysis, Sales, Process Improvement, Program Management, Risk Management, Critical Thinking, Mutual Funds
Education
University of Denver 2012 — 2015
Masters in Organizational & Professional Communication, New Media & Internet Marketing
Metropolitan State College of Denver 2002 — 2006
B.S., Management & Business Administration
SquareTwo Financial April 2014 - Present
Great-West Financial September 2012 - April 2014
Great-West Financial September 2007 - October 2012
Fiserv ISS September 2006 - March 2007
Invesco Ltd. June 1999 - July 2002
Merrill Lynch January 1996 - May 1999
Skills
Client Services, Developing Client..., Project Management, Retirement Plans, Social Media, Social Media Marketing, Digital Marketing, GTD, Getting Things Done, Operations, Customer Service, Account Management, Strategic Planning, Communications, Supervisory Skills, Workflow Analysis, Twitter, Facebook, LinkedIn, Online Branding, Outlook, Powerpoint, Excel, MS Project, Visio, Personal Finance, Social Networking, SDLC, SharePoint, Management, CRM, Salesforce.com, Business Process..., Google Analytics, Call Centers, Relationship Management, Leadership, Vendor Management, PMBOK, Agile Project Management, Software Project..., Certified Project..., Trade Shows, Business Analysis, Sales, Process Improvement, Program Management, Risk Management, Critical Thinking, Mutual Funds
Education
University of Denver 2012 — 2015
Masters in Organizational & Professional Communication, New Media & Internet Marketing
Metropolitan State College of Denver 2002 — 2006
B.S., Management & Business Administration
John DeLeo's Merrill Lynch Experience September 2008 - February 2009
Job Vehicle Remarketing Manager at MercedesBenz Financial Services
Industry Automotive
Experience
Mercedes-Benz Financial Services USA LLC July 2014 - Present
ADESA April 2013 - Present
CarBuyCo April 2012 - April 2013
Self Employed March 2009 - April 2012
Merrill Lynch September 2008 - February 2009
Sunnyside Acura 2004 - 2008
Mirak Automotive Group 2004 - 2004
Mirak Automotive Group 2003 - 2004
Mirak Automotive Group 2001 - 2003
Skills
Sales Management, Problem Solving, New Business Development, Negotiation, Team Building, Customer Relations, Sales Process, Inventory Management, Customer Service, Marketing Strategy, Customer Retention, Cross-functional Team..., Selling, Sales, Budgets, Strategic Planning, Business Development, CRM, Cold Calling, Program Management, Sales Operations, Account Management
Education
Merrimack College 1990 — 1994
Bachelors, Business Management
Arlington High School 1986 — 1990
Mercedes-Benz Financial Services USA LLC July 2014 - Present
ADESA April 2013 - Present
CarBuyCo April 2012 - April 2013
Self Employed March 2009 - April 2012
Merrill Lynch September 2008 - February 2009
Sunnyside Acura 2004 - 2008
Mirak Automotive Group 2004 - 2004
Mirak Automotive Group 2003 - 2004
Mirak Automotive Group 2001 - 2003
Skills
Sales Management, Problem Solving, New Business Development, Negotiation, Team Building, Customer Relations, Sales Process, Inventory Management, Customer Service, Marketing Strategy, Customer Retention, Cross-functional Team..., Selling, Sales, Budgets, Strategic Planning, Business Development, CRM, Cold Calling, Program Management, Sales Operations, Account Management
Education
Merrimack College 1990 — 1994
Bachelors, Business Management
Arlington High School 1986 — 1990
Gregory Bensman Gregory Bensman's Merrill Lynch Experience June 2011 - August 2011
Job Financial Analyst at First Niagara Bank
Industry Banking
Experience
First Niagara Bank September 2013 - Present
Northrop Grumman Corporation July 2012 - September 2013
Mercyhurst College September 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Public Speaking, Facebook, Social Media, Event Planning, Social Networking, Higher Education, Fundraising, Data Analysis, Time Management, Teamwork
Education
Mercyhurst College 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
First Niagara Bank September 2013 - Present
Northrop Grumman Corporation July 2012 - September 2013
Mercyhurst College September 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Public Speaking, Facebook, Social Media, Event Planning, Social Networking, Higher Education, Fundraising, Data Analysis, Time Management, Teamwork
Education
Mercyhurst College 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
William Cashel William Cashel's Merrill Lynch Experience February 2013 - Present
Job Financial Advisor, Advertising/Marketing/Media Strategy, Health & Fitness
Industry Investment Banking
Experience
Merrill Lynch February 2013 - Present
Bank of America November 2011 - February 2013
Nectar Cash-Flow Advances April 2011 - November 2011
Prometheus/OMD November 2006 - November 2009
OMD November 2006 - March 2008
Skills
Media Buying, Digital Marketing, Online Advertising, Digital Strategy, Digital Media, Mobile Marketing, Social Media Marketing, Advertising, Media Planning, Integrated Marketing, Marketing Strategy, Marketing, Social Media, Lead Generation, SEM, Marketing Communications, Media Strategy, New Business Development, PPC, Direct Marketing
Education
Rider University 2003 — 2005
Bachelor of Business Administration, Marketing
Mercer County Community College 2000 — 2003
Associates, Humanities and Social Science
Notre Dame High School 1995 — 1999
Merrill Lynch February 2013 - Present
Bank of America November 2011 - February 2013
Nectar Cash-Flow Advances April 2011 - November 2011
Prometheus/OMD November 2006 - November 2009
OMD November 2006 - March 2008
Skills
Media Buying, Digital Marketing, Online Advertising, Digital Strategy, Digital Media, Mobile Marketing, Social Media Marketing, Advertising, Media Planning, Integrated Marketing, Marketing Strategy, Marketing, Social Media, Lead Generation, SEM, Marketing Communications, Media Strategy, New Business Development, PPC, Direct Marketing
Education
Rider University 2003 — 2005
Bachelor of Business Administration, Marketing
Mercer County Community College 2000 — 2003
Associates, Humanities and Social Science
Notre Dame High School 1995 — 1999
Tom DiLeo Tom DiLeo's Merrill Lynch Experience 2005 - 2008
Job Client Service Manager at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2009 - July 2012
Charles Schwab 2008 - 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 1997 - 2008
Merrill Lynch 1995 - 1997
Skills
Management, CRM, Project Management, Strategic Planning, Business Process..., Business Planning, Customer Satisfaction, Strategy, New Business Development, Vendor Management, Performance Management, 401k, Recruiting, Leadership, Account Management, Customer Service, Call Centers, Human Resources, Mutual Funds, Customer Retention, Series 7, Relationship Management, Retirement
Education
Metropolitan State University of Denver 1977 — 1981
BS Education, Industrial Design
JPMorgan September 2009 - July 2012
Charles Schwab 2008 - 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 1997 - 2008
Merrill Lynch 1995 - 1997
Skills
Management, CRM, Project Management, Strategic Planning, Business Process..., Business Planning, Customer Satisfaction, Strategy, New Business Development, Vendor Management, Performance Management, 401k, Recruiting, Leadership, Account Management, Customer Service, Call Centers, Human Resources, Mutual Funds, Customer Retention, Series 7, Relationship Management, Retirement
Education
Metropolitan State University of Denver 1977 — 1981
BS Education, Industrial Design
Rory O'Connor's Merrill Lynch Experience May 1999 - January 2001
Job Portfolio Manager, Senior Vice President at Richardson GMP
Industry Investment Management
Experience
Richardson GMP November 2013 - Present
Macquarie Group May 2012 - October 2013
Richardson GMP Limited April 2007 - June 2012
CIBC Wood Gundy January 2001 - April 2007
Merrill Lynch May 1999 - January 2001
Skills
Portfolio Management, Asset Allocation, Risk Management, Due Diligence, Business Operations, Corporate, Trust and..., Tax Management, Hedge Funds, Private Equity, Investments, Estate Planning, Wealth, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Investment Advisory, Wealth Management
Education
Canadian Securities Institute 2011 — 2012
Chartered Investment Manager, Portfolio Management
Mercyhurst College 1996 — 1999
Business Management
St. Andrews College 1995 — 1996
BA, Business Management
St. Thomas More 1990 — 1994
High School Diploma, General Studies
Richardson GMP November 2013 - Present
Macquarie Group May 2012 - October 2013
Richardson GMP Limited April 2007 - June 2012
CIBC Wood Gundy January 2001 - April 2007
Merrill Lynch May 1999 - January 2001
Skills
Portfolio Management, Asset Allocation, Risk Management, Due Diligence, Business Operations, Corporate, Trust and..., Tax Management, Hedge Funds, Private Equity, Investments, Estate Planning, Wealth, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Investment Advisory, Wealth Management
Education
Canadian Securities Institute 2011 — 2012
Chartered Investment Manager, Portfolio Management
Mercyhurst College 1996 — 1999
Business Management
St. Andrews College 1995 — 1996
BA, Business Management
St. Thomas More 1990 — 1994
High School Diploma, General Studies
Jeff Kimble Jeff Kimble's Merrill Lynch Experience May 2005 - December 2008
Job Distributed Capacity Planning Project Lead at DTCC
Industry Financial Services
Experience
DTCC October 2011 - Present
IBM February 2011 - August 2011
FDIC April 2009 - January 2011
Merrill Lynch May 2005 - December 2008
SIAC December 2003 - April 2005
GHI October 1997 - October 2003
First Data Corp 1995 - 1997
Norfolk State University 1992 - 1995
CS First Boston 1987 - 1992
PaineWebber December 1986 - August 1987
Skills
Capacity Planning, SAS, AIX, Unix, Windows, Mainframe, JCL, z/OS, Solaris, Linux, Capacity Management, Performance Tuning, VSAM, Business Process, SAS programming, SQL, IT Service Management, Visio, Integration, Business Intelligence, Access, Enterprise Architecture, Analysis, Testing, Disaster Recovery, VMware, Operating Systems, ITIL, Infrastructure, DB2, Infrastructure Capacity..., Data Center, Storage Area Networks, Workload Management, SAS/SQL, SunOS, IBM AIX, SAN
Education
Mercy College 1981 — 1985
Morgan State University 1976 — 1978
DTCC October 2011 - Present
IBM February 2011 - August 2011
FDIC April 2009 - January 2011
Merrill Lynch May 2005 - December 2008
SIAC December 2003 - April 2005
GHI October 1997 - October 2003
First Data Corp 1995 - 1997
Norfolk State University 1992 - 1995
CS First Boston 1987 - 1992
PaineWebber December 1986 - August 1987
Skills
Capacity Planning, SAS, AIX, Unix, Windows, Mainframe, JCL, z/OS, Solaris, Linux, Capacity Management, Performance Tuning, VSAM, Business Process, SAS programming, SQL, IT Service Management, Visio, Integration, Business Intelligence, Access, Enterprise Architecture, Analysis, Testing, Disaster Recovery, VMware, Operating Systems, ITIL, Infrastructure, DB2, Infrastructure Capacity..., Data Center, Storage Area Networks, Workload Management, SAS/SQL, SunOS, IBM AIX, SAN
Education
Mercy College 1981 — 1985
Morgan State University 1976 — 1978
Luke Evola's Merrill Lynch Experience November 2010 - June 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2012 - June 2015
Merrill Lynch November 2010 - June 2012
Crossroads Downtown Partnership January 2011 - March 2012
Sun Trust Banks December 2007 - December 2009
Wachovia November 1988 - October 2007
Middlesex County Regional Chamber of Commerce June 2004 - June 2007
State of New Jersey January 2004 - May 2007
Bank of New York Mellon May 1978 - June 1988
Marine Midland Bank 1984 - 1986
Chemical Bank June 1973 - May 1985
Skills
Credit, New Business Development, Leadership, Investments, Commercial Lending, Banking, Finance, Business Development, Loans, Credit Analysis, Financial Analysis, Risk Management, Business, Strategic Financial..., Mergers & Acquisitions, Small Business, Portfolio Management, Coaching, Networking, Customer Service, Mortgage Lending, Insurance, Marketing, Wealth Management, Time Management, Small Business Lending, Financial Services, Executive Management, Retirement Planning, Business Planning, Investment Advisory, Mutual Funds, Management, Estate Planning, Cash Management, Series 7, Financial Advisory, Asset Management, Relationship Management, Securities, Funding, Commercial Banking, Underwriting, Asset Allocation, Series 63, Financial Risk, Retirement, Consumer Lending, Financial Planners, Loan Origination
Education
Methodist University 1968 — 1973
BA, Econ/Fin
VALIC August 2012 - June 2015
Merrill Lynch November 2010 - June 2012
Crossroads Downtown Partnership January 2011 - March 2012
Sun Trust Banks December 2007 - December 2009
Wachovia November 1988 - October 2007
Middlesex County Regional Chamber of Commerce June 2004 - June 2007
State of New Jersey January 2004 - May 2007
Bank of New York Mellon May 1978 - June 1988
Marine Midland Bank 1984 - 1986
Chemical Bank June 1973 - May 1985
Skills
Credit, New Business Development, Leadership, Investments, Commercial Lending, Banking, Finance, Business Development, Loans, Credit Analysis, Financial Analysis, Risk Management, Business, Strategic Financial..., Mergers & Acquisitions, Small Business, Portfolio Management, Coaching, Networking, Customer Service, Mortgage Lending, Insurance, Marketing, Wealth Management, Time Management, Small Business Lending, Financial Services, Executive Management, Retirement Planning, Business Planning, Investment Advisory, Mutual Funds, Management, Estate Planning, Cash Management, Series 7, Financial Advisory, Asset Management, Relationship Management, Securities, Funding, Commercial Banking, Underwriting, Asset Allocation, Series 63, Financial Risk, Retirement, Consumer Lending, Financial Planners, Loan Origination
Education
Methodist University 1968 — 1973
BA, Econ/Fin
Fulvio (Ray) Santana's Merrill Lynch Experience February 1984 - April 2010
Job Credit Analyst at Eastern Funding LLC
Industry Financial Services
Experience
Eastern Funding LLC February 2014 - Present
PwC April 2012 - May 2013
Bank of America/Merrill Lynch January 2011 - December 2011
BTIG, LLC May 2010 - September 2010
Merrill Lynch February 1984 - April 2010
Merrill Lynch February 1984 - February 1986
Apple Bank for Savings April 1982 - February 1984
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Bonds, Series 7, Banking, Financial Services, Derivatives, Securities, Series 63, Risk Management, High Yield, Middle Office, Financial Risk, Investment Management, Emerging Markets, Mutual Funds, Structured Products, Options, Valuation, Structured Finance, Credit Derivatives, Portfolio Management, Back Office, Settlement, Investment Banking, Equity Derivatives, Interest Rate..., Operational Risk, Market Risk, Credit, Asset Management, Investments, Due Diligence, Financial Markets, Trading Systems, Customer Service, Swaps, Hedging, Alternative Investments, Private Equity, CDS, Hard Worker, Credit Risk, Wealth Management, Asset Managment, Compliance, Customer Relations, Trade Compliance
Education
Mercy College 1980 — 1985
BS in Business Administration, Finance
Eastern Funding LLC February 2014 - Present
PwC April 2012 - May 2013
Bank of America/Merrill Lynch January 2011 - December 2011
BTIG, LLC May 2010 - September 2010
Merrill Lynch February 1984 - April 2010
Merrill Lynch February 1984 - February 1986
Apple Bank for Savings April 1982 - February 1984
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Bonds, Series 7, Banking, Financial Services, Derivatives, Securities, Series 63, Risk Management, High Yield, Middle Office, Financial Risk, Investment Management, Emerging Markets, Mutual Funds, Structured Products, Options, Valuation, Structured Finance, Credit Derivatives, Portfolio Management, Back Office, Settlement, Investment Banking, Equity Derivatives, Interest Rate..., Operational Risk, Market Risk, Credit, Asset Management, Investments, Due Diligence, Financial Markets, Trading Systems, Customer Service, Swaps, Hedging, Alternative Investments, Private Equity, CDS, Hard Worker, Credit Risk, Wealth Management, Asset Managment, Compliance, Customer Relations, Trade Compliance
Education
Mercy College 1980 — 1985
BS in Business Administration, Finance
Kimberley O'Brien Kimberley O'Brien's Merrill Lynch Experience August 2008 - December 2014
Job Math/Literacy Specialist
Industry Primary/Secondary Education
Experience
Hinesburg Community School August 2015 - Present
Paul Revere Innovation School January 2015 - May 2015
Merrill Lynch August 2008 - December 2014
Putnam Investments December 2006 - August 2007
Skills
Series 7, Uniform Combined State..., Wealth Management, CRM, Retirement Planning, Team Building, Series 66, Asset Management, Financial Advisory, Securities
Education
Salem State University 2013 — 2015
Master of Education (M.Ed.) (Expected), Elementary Education
Merrimack College 2004 — 2008
BS: Summa Cum Laude, Business Administration - Finance, Economics
Hinesburg Community School August 2015 - Present
Paul Revere Innovation School January 2015 - May 2015
Merrill Lynch August 2008 - December 2014
Putnam Investments December 2006 - August 2007
Skills
Series 7, Uniform Combined State..., Wealth Management, CRM, Retirement Planning, Team Building, Series 66, Asset Management, Financial Advisory, Securities
Education
Salem State University 2013 — 2015
Master of Education (M.Ed.) (Expected), Elementary Education
Merrimack College 2004 — 2008
BS: Summa Cum Laude, Business Administration - Finance, Economics
Anthony Nini's Merrill Lynch Experience June 2011 - July 2014
Job Client Analyst with Merrill Lynch Service Network
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch June 2011 - July 2014
Educational Testing Service (ETS) August 2010 - May 2011
Skills
Wealth Management, Investments, Securities, Banking Services, Credit Cards, Data Processing, Microsoft Office, Microsoft Excel, Microsoft Word, Phone Etiquette, Financial Services, Investment Banking, Credit, Financial Risk
Education
Merrimack College 2005 — 2009
Bachelor of Arts (B.A.), History
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch June 2011 - July 2014
Educational Testing Service (ETS) August 2010 - May 2011
Skills
Wealth Management, Investments, Securities, Banking Services, Credit Cards, Data Processing, Microsoft Office, Microsoft Excel, Microsoft Word, Phone Etiquette, Financial Services, Investment Banking, Credit, Financial Risk
Education
Merrimack College 2005 — 2009
Bachelor of Arts (B.A.), History
Anthony Vendemia Anthony Vendemia's Merrill Lynch Experience May 2012 - August 2012
Job Anthony Vendemia
Industry Food Production
Experience
Hillandale Farms February 2014 - July 2015
Merrill Lynch May 2012 - August 2012
Mercyhurst University June 2011 - August 2011
Hillandale Farms February 2009 - August 2009
Education
Mercyhurst University 2009 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services
Franklin Regional High School 2005 — 2009
Hillandale Farms February 2014 - July 2015
Merrill Lynch May 2012 - August 2012
Mercyhurst University June 2011 - August 2011
Hillandale Farms February 2009 - August 2009
Education
Mercyhurst University 2009 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services
Franklin Regional High School 2005 — 2009
Antonio Sordillo's Merrill Lynch Experience September 2009 - Present
Job Vice President: HRS & Associates, CRPC
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Next Level Entertainment May 2005 - Present
Bello Productions January 2007 - August 2010
Banc of America Investments August 2006 - March 2009
Skills
Investments, Banking, Event Management, Financial Planning, Insurance, Credit, Fixed Income, Small Business, Retirement, Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Wealth Management, Financial Services, Finacial Management, Strategy, Finance, Equities
Education
Merrimack College 2002 — 2005
Business Administration, Finance
Suffolk University - Sawyer School of Management 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Malden Catholic High School 1996 — 2000
Merrill Lynch September 2009 - Present
Next Level Entertainment May 2005 - Present
Bello Productions January 2007 - August 2010
Banc of America Investments August 2006 - March 2009
Skills
Investments, Banking, Event Management, Financial Planning, Insurance, Credit, Fixed Income, Small Business, Retirement, Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Wealth Management, Financial Services, Finacial Management, Strategy, Finance, Equities
Education
Merrimack College 2002 — 2005
Business Administration, Finance
Suffolk University - Sawyer School of Management 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Malden Catholic High School 1996 — 2000
Na'im Mabry Na'im Mabry's Merrill Lynch Experience 2004 - 2004
Job District Manager | 401k | HCM | Retirement Plans
Industry Financial Services
Experience
ADP July 2015 - Present
ADP July 2014 - Present
UBS Wealth Management 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2005 - 2010
Merrill Lynch 2004 - 2004
United States Army National Guard 1997 - 2003
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Wealth Management, Asset Allocation, Finance, Retirement, Series 65, Financial Services, Securities, Equity Derivatives, Separately Managed..., Alternative Investments, ETFs, Portfolio Management, Business Development, Equities, Financial Analysis, Investments, CRM, Sales Management, Sales Process, New Business Development, Account Management, Sales, Strategic Planning, Retirement Planning
Education
Mercy College 2002 — 2005
BS, Business Administration
goshen high school
goshen high school
ADP July 2015 - Present
ADP July 2014 - Present
UBS Wealth Management 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2005 - 2010
Merrill Lynch 2004 - 2004
United States Army National Guard 1997 - 2003
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Wealth Management, Asset Allocation, Finance, Retirement, Series 65, Financial Services, Securities, Equity Derivatives, Separately Managed..., Alternative Investments, ETFs, Portfolio Management, Business Development, Equities, Financial Analysis, Investments, CRM, Sales Management, Sales Process, New Business Development, Account Management, Sales, Strategic Planning, Retirement Planning
Education
Mercy College 2002 — 2005
BS, Business Administration
goshen high school
goshen high school
Calvin Garvey Calvin Garvey's Merrill Lynch Experience January 1999 - March 2000
Job Client Service Representative
Industry Consumer Services
Experience
United Corporate Services, Inc. March 2015 - Present
National Corporate Research, Ltd. December 2012 - March 2015
Simpson Thacher & Bartlett LLP April 2000 - December 2011
Merrill Lynch January 1999 - March 2000
New York Life Insurance Company September 1996 - January 1999
Skills
Communication, Customer Retention, Invoicing, Outlook, Customer Service, Customer Satisfaction, Administrative..., Time Management, Microsoft Word, Filing
Education
Metropolitan College of New York
Associate of Arts (AA), Human Resources Management/Personnel Administration, General
United Corporate Services, Inc. March 2015 - Present
National Corporate Research, Ltd. December 2012 - March 2015
Simpson Thacher & Bartlett LLP April 2000 - December 2011
Merrill Lynch January 1999 - March 2000
New York Life Insurance Company September 1996 - January 1999
Skills
Communication, Customer Retention, Invoicing, Outlook, Customer Service, Customer Satisfaction, Administrative..., Time Management, Microsoft Word, Filing
Education
Metropolitan College of New York
Associate of Arts (AA), Human Resources Management/Personnel Administration, General
James P. Byrne James P. Byrne's Merrill Lynch Experience May 2011 - November 2011
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Merrill Lynch May 2011 - November 2011
Morgan Stanley Wealth Management October 2010 - May 2011
Montclair Golf Club March 2008 - September 2010
Shinnecock Hills May 2007 - November 2007
Upper Montclair Country Club March 2004 - May 2007
Skills
Investment Strategies, Insurance, Retirement, Customer Service, Finance, Golf, Retirement Planning, Time Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Life Insurance, Securities, Portfolio Management, 401k, Long Term Care Insurance, Disability Insurance, Risk Management, Corporate Benefits, Health Insurance, Individual Health..., Employee Benefits
Education
Methodist College 2000 — 2004
Business, Management, Marketing, and Related Support Services
Nutley High School 1996 — 2000
AXA Advisors November 2011 - Present
Merrill Lynch May 2011 - November 2011
Morgan Stanley Wealth Management October 2010 - May 2011
Montclair Golf Club March 2008 - September 2010
Shinnecock Hills May 2007 - November 2007
Upper Montclair Country Club March 2004 - May 2007
Skills
Investment Strategies, Insurance, Retirement, Customer Service, Finance, Golf, Retirement Planning, Time Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Life Insurance, Securities, Portfolio Management, 401k, Long Term Care Insurance, Disability Insurance, Risk Management, Corporate Benefits, Health Insurance, Individual Health..., Employee Benefits
Education
Methodist College 2000 — 2004
Business, Management, Marketing, and Related Support Services
Nutley High School 1996 — 2000
Isaac Norris's Merrill Lynch Experience August 2013 - February 2014
Job Financial Consultant at Benjamin F. Edwards
Industry Financial Services
Experience
Benjamin F. Edwards & Co. February 2014 - Present
Merrill Lynch August 2013 - February 2014
Wells Fargo Advisors LLC July 2011 - July 2013
Western Capital Resources, Inc November 2004 - April 2011
Skills
Risk Management, 401k Rollovers, Traditional IRA, Roth IRA, 529 Plans, SEP IRA, Asset Management, Strategic Financial..., Retirement Planning, Negotiation, Entrepreneurship, Executive Management, Account Management, Team Building, Management, Insurance, Customer Service, Strategic Planning, Forecasting, Sales, Business Strategy, Leadership, Business Development, Strategy, Financial Analysis, Sales Management, Finance, Banking, Business Planning, Asset Managment, Financial Services, Marketing, Cash Management, Fixed Income, Stock Market, Options, Financial Markets, Wealth Transfer, Wealth Preservation, Estate Planning, Retirement Income..., Fixed Income Portfolio..., Model Portfolios, Retirement Plan..., Investments, Wealth Management, Fixed Annuities, Life Insurance, 401k, Marketing Strategy
Education
Methodist College 2000 — 2004
BS, Political Science
Benjamin F. Edwards & Co. February 2014 - Present
Merrill Lynch August 2013 - February 2014
Wells Fargo Advisors LLC July 2011 - July 2013
Western Capital Resources, Inc November 2004 - April 2011
Skills
Risk Management, 401k Rollovers, Traditional IRA, Roth IRA, 529 Plans, SEP IRA, Asset Management, Strategic Financial..., Retirement Planning, Negotiation, Entrepreneurship, Executive Management, Account Management, Team Building, Management, Insurance, Customer Service, Strategic Planning, Forecasting, Sales, Business Strategy, Leadership, Business Development, Strategy, Financial Analysis, Sales Management, Finance, Banking, Business Planning, Asset Managment, Financial Services, Marketing, Cash Management, Fixed Income, Stock Market, Options, Financial Markets, Wealth Transfer, Wealth Preservation, Estate Planning, Retirement Income..., Fixed Income Portfolio..., Model Portfolios, Retirement Plan..., Investments, Wealth Management, Fixed Annuities, Life Insurance, 401k, Marketing Strategy
Education
Methodist College 2000 — 2004
BS, Political Science
Frank Strickland Frank Strickland's Merrill Lynch Experience September 1994 - April 2003
Job Senior Vice President Investment Officer, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargos Advisors, LLC February 2009 - Present
Smith Barney April 2003 - February 2009
Merrill Lynch September 1994 - April 2003
Skills
Strategic Planning, Budgets, Customer Service, Investments, Team Building, Marketing, Sales
Education
Mercer University - Stetson School of Business and Economics 1978 — 1979
Bachelor of Business Administration (BBA), With a minor in Accounting, Business Administration and Management, General
University of Alabama 1976 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargos Advisors, LLC February 2009 - Present
Smith Barney April 2003 - February 2009
Merrill Lynch September 1994 - April 2003
Skills
Strategic Planning, Budgets, Customer Service, Investments, Team Building, Marketing, Sales
Education
Mercer University - Stetson School of Business and Economics 1978 — 1979
Bachelor of Business Administration (BBA), With a minor in Accounting, Business Administration and Management, General
University of Alabama 1976 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
Shawanta Banks-Barfield's Merrill Lynch Experience 1996 - 2004
Job Communications Consultant at MetLife
Industry Financial Services
Experience
MetLife July 2014 - Present
MetLife March 2013 - Present
Metropolitan Life Insurance Company November 2008 - July 2014
Metropolitan Life Insurance Company August 2004 - November 2008
Merrill Lynch 1996 - 2004
Skills
Strategic Planning, Training, Project Planning, Project Management, Coaching, System Administration, Business Development, Insurance, Employee Benefits, Customer Service, Leadership, Marketing Strategy, Vendor Management, Performance Management, Process Improvement, Program Management, Management, Time Management, Recruiting, Business Process, Teamwork, Change Management, Financial Services, Strategy, Succession Planning
Education
Mercy College
MetLife July 2014 - Present
MetLife March 2013 - Present
Metropolitan Life Insurance Company November 2008 - July 2014
Metropolitan Life Insurance Company August 2004 - November 2008
Merrill Lynch 1996 - 2004
Skills
Strategic Planning, Training, Project Planning, Project Management, Coaching, System Administration, Business Development, Insurance, Employee Benefits, Customer Service, Leadership, Marketing Strategy, Vendor Management, Performance Management, Process Improvement, Program Management, Management, Time Management, Recruiting, Business Process, Teamwork, Change Management, Financial Services, Strategy, Succession Planning
Education
Mercy College
William Donahue Jr William Donahue Jr's Merrill Lynch Experience January 2000 - January 2001
Job IT Manager at State of New Jersey Division of State Police
Industry Information Technology and Services
Experience
State of New Jersey - Division of State Police February 2001 - Present
Merrill Lynch January 2000 - January 2001
Merrill Lynch November 1997 - January 2000
State of New Jersey November 1983 - November 1997
Moore Business Forms Inc December 1974 - August 1984
Skills
IT Management, Program Management, IT Strategy, Vendor Management, Integration, ITIL, SDLC, Enterprise Architecture, Technical Writing, Consulting, Microsoft Office, Project Management, Strategic Planning, Quality Assurance, Sports, Process Improvement, Business Analysis, Sales, Management, Requirements Analysis, Change Management, Visio, Information Technology, IT Operations
Education
The College of New Jersey 1970 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Mercer County Community College 1982 — 1983
Associate's degree, Data Processing
Mercer County Community College 1985 — 1986
Certification, Systems Design
State of NJ - Rutgers University 1986 — 1987
Certification, Public Manager
State of New Jersey - Division of State Police February 2001 - Present
Merrill Lynch January 2000 - January 2001
Merrill Lynch November 1997 - January 2000
State of New Jersey November 1983 - November 1997
Moore Business Forms Inc December 1974 - August 1984
Skills
IT Management, Program Management, IT Strategy, Vendor Management, Integration, ITIL, SDLC, Enterprise Architecture, Technical Writing, Consulting, Microsoft Office, Project Management, Strategic Planning, Quality Assurance, Sports, Process Improvement, Business Analysis, Sales, Management, Requirements Analysis, Change Management, Visio, Information Technology, IT Operations
Education
The College of New Jersey 1970 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Mercer County Community College 1982 — 1983
Associate's degree, Data Processing
Mercer County Community College 1985 — 1986
Certification, Systems Design
State of NJ - Rutgers University 1986 — 1987
Certification, Public Manager
Elizabeth Cunalata Elizabeth Cunalata's Merrill Lynch Experience September 2000 - April 2001
Job Executive Assistant at Barclays
Industry Human Resources
Experience
Barclays March 2010 - Present
MetLife February 2008 - January 2009
MetLife October 2007 - February 2008
Ernst & Young, LLP January 2006 - May 2007
Bank of New York February 2002 - January 2006
Merrill Lynch September 2000 - April 2001
Dai-Ichi Kangyo Bank, Ltd. (now Mizuho, Ltd May 1998 - September 2000
Cunard Cruise Line, Ltd March 1997 - February 1998
Cunard Cruise Line May 1994 - March 1997
Skills
Access, Management, Time Management, Interviews, PeopleSoft, Marketing, Customer Service, Microsoft Excel, PowerPoint, Invoicing, Sales, Cruise Lines
Education
Mercy College 2006 — 2009
Corporate Communications with a minor in Banking
Mercy College 2003 — 2009
BS, Corporate Communications
Barclays March 2010 - Present
MetLife February 2008 - January 2009
MetLife October 2007 - February 2008
Ernst & Young, LLP January 2006 - May 2007
Bank of New York February 2002 - January 2006
Merrill Lynch September 2000 - April 2001
Dai-Ichi Kangyo Bank, Ltd. (now Mizuho, Ltd May 1998 - September 2000
Cunard Cruise Line, Ltd March 1997 - February 1998
Cunard Cruise Line May 1994 - March 1997
Skills
Access, Management, Time Management, Interviews, PeopleSoft, Marketing, Customer Service, Microsoft Excel, PowerPoint, Invoicing, Sales, Cruise Lines
Education
Mercy College 2006 — 2009
Corporate Communications with a minor in Banking
Mercy College 2003 — 2009
BS, Corporate Communications
Monique Brewster's Merrill Lynch Experience February 2008 - August 2012
Job Employed at the Federal Reserve Bank of New York
Industry Financial Services
Experience
Merrill Lynch February 2008 - August 2012
Skills
Economics, PowerPoint, Microsoft Excel, Investments, Brazilian Portuguese, Financial Analysis, Finance, Customer Service, Financial Markets, Office Management, Financial Reporting, International Traveler, Large Scale Events, Banking, Leadership, Event Planning, Microsoft Office, Securities, Portfolio Management, Management, Large-scale Event...
Education
Metropolitan College of New York 2014 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Economics
Seton Hall University
Merrill Lynch February 2008 - August 2012
Skills
Economics, PowerPoint, Microsoft Excel, Investments, Brazilian Portuguese, Financial Analysis, Finance, Customer Service, Financial Markets, Office Management, Financial Reporting, International Traveler, Large Scale Events, Banking, Leadership, Event Planning, Microsoft Office, Securities, Portfolio Management, Management, Large-scale Event...
Education
Metropolitan College of New York 2014 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Economics
Seton Hall University
Debbie Cronin Debbie Cronin's Merrill Lynch Experience 1993 - 1994
Job Sr. Human Resources Business Partner at MasterCard
Industry Information Technology and Services
Experience
MasterCard June 2009 - Present
MasterCard July 2005 - June 2009
MasterCard April 2001 - June 2005
MasterCard November 2000 - March 2001
MasterCard March 2000 - October 2000
MasterCard June 1998 - February 2000
MasterCard 1995 - 1998
MasterCard 1994 - 1995
Merrill Lynch 1993 - 1994
Skills
Human Resources, Management, Leadership, Change Management, Strategy, Program Management, Process Improvement, Vendor Management, Strategic Planning, Business Analysis, Customer Service, Microsoft Office, Team Building, Management Consulting, Analysis, Coaching, Microsoft Excel, Onboarding, Leadership Development, Succession Planning
Education
Mercy College 2001 — 2003
Master of Science (MS), Internet Business Systems
Purchase College, SUNY 1995 — 2000
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Grace Business Institute 1991 — 1992
Administrative Assistant and Secretarial Science, General
Cardinal Spellman 1987 — 1991
High School
MasterCard June 2009 - Present
MasterCard July 2005 - June 2009
MasterCard April 2001 - June 2005
MasterCard November 2000 - March 2001
MasterCard March 2000 - October 2000
MasterCard June 1998 - February 2000
MasterCard 1995 - 1998
MasterCard 1994 - 1995
Merrill Lynch 1993 - 1994
Skills
Human Resources, Management, Leadership, Change Management, Strategy, Program Management, Process Improvement, Vendor Management, Strategic Planning, Business Analysis, Customer Service, Microsoft Office, Team Building, Management Consulting, Analysis, Coaching, Microsoft Excel, Onboarding, Leadership Development, Succession Planning
Education
Mercy College 2001 — 2003
Master of Science (MS), Internet Business Systems
Purchase College, SUNY 1995 — 2000
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Grace Business Institute 1991 — 1992
Administrative Assistant and Secretarial Science, General
Cardinal Spellman 1987 — 1991
High School
Peter Landry's Merrill Lynch Experience March 1998 - August 2006
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS August 2006 - Present
Merrill Lynch March 1998 - August 2006
United Parcel Service June 1990 - February 1998
Education
Sacred Heart University 1996 — 1998
MBA
Merrimack College 1986 — 1990
Bachelor of Science, Business Administration
UBS August 2006 - Present
Merrill Lynch March 1998 - August 2006
United Parcel Service June 1990 - February 1998
Education
Sacred Heart University 1996 — 1998
MBA
Merrimack College 1986 — 1990
Bachelor of Science, Business Administration
Elisabeth Erausquin-Nethery's Merrill Lynch Experience November 2014 - Present
Job Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2014 - Present
Messiah College February 2013 - May 2014
Skills
Photoshop, InDesign, Joomla, Magento, Web Design, Public Speaking, Adobe Creative Suite, Team Building, Editing, WordPress, Event Planning, Photography, Social Media Marketing, PowerPoint, Social Media, Facebook, Community Outreach, Nonprofits, Microsoft Office
Education
Messiah College 2012 — 2014
Bachelor's Degree, Sociology and Anthropology, Peace and Conflict Studies, Summa Cum Laude
University of Washington
Anthropology and Comparative History of Ideas
Merrill Lynch November 2014 - Present
Messiah College February 2013 - May 2014
Skills
Photoshop, InDesign, Joomla, Magento, Web Design, Public Speaking, Adobe Creative Suite, Team Building, Editing, WordPress, Event Planning, Photography, Social Media Marketing, PowerPoint, Social Media, Facebook, Community Outreach, Nonprofits, Microsoft Office
Education
Messiah College 2012 — 2014
Bachelor's Degree, Sociology and Anthropology, Peace and Conflict Studies, Summa Cum Laude
University of Washington
Anthropology and Comparative History of Ideas
Amira Q. Issa Amira Q. Issa's Merrill Lynch Experience October 2014 - May 2015
Job Registered Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Merrill Lynch October 2014 - May 2015
Prudential Financial March 2012 - September 2014
BB&T April 2011 - September 2011
Red Ventures November 2010 - March 2011
AFLAC March 2008 - October 2010
Various Language Schools-Aspec Idiomas,Bridge Institute of English,Babilon Language Center November 2009 - August 2010
Jacksonville Digestive Diseases Clinic March 2007 - March 2008
Cebuana Lhuillier Republic of Philippines National Team October 2007 - December 2007
TEFL Barcelona Teacher Training November 2006 - December 2006
Skills
Sports Marketing, Retirement, Risk Management, Team Building, Series 6, Management, Finance, Banking, Small Business, Long-term Care, Process Improvement, Health Insurance, Account Management, Mutual Funds, PowerPoint, Series 7, Underwriting, Event Planning, Training, Cold Calling, Project Management, Budgets, Social Media Marketing, Financial Services, Sales Management, Marketing Strategy, Social Media
Education
Meredith College 2002 — 2006
BS, International Business
International House London
Cross-Cultural Training & Language Seminar
Universidad de Santiago de Compostela
Summer 2004 Meredith College Study Abroad
White Oak High School
TIAA-CREF June 2015 - Present
Merrill Lynch October 2014 - May 2015
Prudential Financial March 2012 - September 2014
BB&T April 2011 - September 2011
Red Ventures November 2010 - March 2011
AFLAC March 2008 - October 2010
Various Language Schools-Aspec Idiomas,Bridge Institute of English,Babilon Language Center November 2009 - August 2010
Jacksonville Digestive Diseases Clinic March 2007 - March 2008
Cebuana Lhuillier Republic of Philippines National Team October 2007 - December 2007
TEFL Barcelona Teacher Training November 2006 - December 2006
Skills
Sports Marketing, Retirement, Risk Management, Team Building, Series 6, Management, Finance, Banking, Small Business, Long-term Care, Process Improvement, Health Insurance, Account Management, Mutual Funds, PowerPoint, Series 7, Underwriting, Event Planning, Training, Cold Calling, Project Management, Budgets, Social Media Marketing, Financial Services, Sales Management, Marketing Strategy, Social Media
Education
Meredith College 2002 — 2006
BS, International Business
International House London
Cross-Cultural Training & Language Seminar
Universidad de Santiago de Compostela
Summer 2004 Meredith College Study Abroad
White Oak High School
Eric Irmscher's Merrill Lynch Experience October 1999 - April 2006
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance June 2009 - Present
American Family Foods & Epic Foods - Zaxby's Licensee January 2006 - Present
State Farm Insurance 2006 - 2009
Merrill Lynch October 1999 - April 2006
Skills
•Auto insurance, Home Insurance, Life Insurance, Retirement Planning, Insurance, Financial Services, Term Life Insurance, Disability Insurance, Whole Life, Property & Casualty..., Fixed Annuities, Health Insurance, Long-term Care, Umbrella Insurance, Universal Life, Long Term Care Insurance, Liability, Renters, General Insurance
Education
Mercer University 1988 — 1992
Bachelor of Business Administration (BBA), Management
Mercer University - Stetson School of Business and Economics 1988 — 1992
Bachelor of Business Administration (BBA), Management
State Farm Insurance June 2009 - Present
American Family Foods & Epic Foods - Zaxby's Licensee January 2006 - Present
State Farm Insurance 2006 - 2009
Merrill Lynch October 1999 - April 2006
Skills
•Auto insurance, Home Insurance, Life Insurance, Retirement Planning, Insurance, Financial Services, Term Life Insurance, Disability Insurance, Whole Life, Property & Casualty..., Fixed Annuities, Health Insurance, Long-term Care, Umbrella Insurance, Universal Life, Long Term Care Insurance, Liability, Renters, General Insurance
Education
Mercer University 1988 — 1992
Bachelor of Business Administration (BBA), Management
Mercer University - Stetson School of Business and Economics 1988 — 1992
Bachelor of Business Administration (BBA), Management
Nathan Platter Nathan Platter's Merrill Lynch Experience September 2011 - June 2012
Job Paraplanner at Great Waters Financial
Industry Financial Services
Experience
Great Waters Financial January 2015 - Present
U.S. Bank May 2014 - November 2014
RevTrak, Inc. September 2012 - May 2014
Merrill Lynch September 2011 - June 2012
Feldmann Imports 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Investments, Research, Leadership, Event Planning, Microsoft SQL Server, Investment Management, Mutual Funds, Wealth Management, Asset Management, Financial Planning
Education
Metropolitan State University 2010 — 2013
Bachelor's degree, Finance
Trinity High School
Great Waters Financial January 2015 - Present
U.S. Bank May 2014 - November 2014
RevTrak, Inc. September 2012 - May 2014
Merrill Lynch September 2011 - June 2012
Feldmann Imports 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Investments, Research, Leadership, Event Planning, Microsoft SQL Server, Investment Management, Mutual Funds, Wealth Management, Asset Management, Financial Planning
Education
Metropolitan State University 2010 — 2013
Bachelor's degree, Finance
Trinity High School
Marc White, PMP, ITIL Marc White, PMP, ITIL's Merrill Lynch Experience 1997 - 2000
Job Professional Services Consultant at Axios Systems
Industry Information Technology and Services
Experience
Axios Systems June 2012 - Present
UnitedHealth Group April 2010 - May 2012
Femme Comp Inc. June 2009 - April 2010
Family Health International 2007 - 2009
Strategic Technologies 2004 - 2007
Darwin Partners 2003 - 2003
Conxion Corporation 2002 - 2003
Ventro Corporation 2000 - 2001
Merrill Lynch 1997 - 2000
American Express 1996 - 1997
Skills
ITIL, IT Service Management, Data Center, COBIT, IT Management, Deployment, IT Strategy, IT Operations, Vendor Management, IT Governance, Integration, Program Management, Change Management, PMP, Process Improvement, Cloud Computing, Service Delivery, Team Leadership, Business Analysis, Virtualization, Service Management, Management Consulting, Requirements Analysis, Outsourcing, Application Development, Business Continuity, Project Portfolio..., Operations Management, Strategic Planning, Team Building, Business Management, Managed Services, Consultancy, Budget Management, SLA, ITIL Certified, ITSMF, ITIL Service Strategy, Service Operation, Remedy AR System, Business Service..., System Deployment, Management, SaaS, Solution Architecture, Sla, Strategy, Budgets, SDLC, Governance
Education
PMP, ITIL v3 Expert, ISO/IEC 20000, TCO 2012 — 2012
PMP, ITIL v3 Expert, ISO 20000, PMP, ITIL v3 Expert, ISO 20000
Mercer University 1987 — 1988
MBA, Management Information Systems
Worcester Polytechnic Institute 1979 — 1983
B.Sc., Computer Science
Nottingham Trent University 1981 — 1982
HND, Computer Science
Springfield High School 1975 — 1979
Axios Systems June 2012 - Present
UnitedHealth Group April 2010 - May 2012
Femme Comp Inc. June 2009 - April 2010
Family Health International 2007 - 2009
Strategic Technologies 2004 - 2007
Darwin Partners 2003 - 2003
Conxion Corporation 2002 - 2003
Ventro Corporation 2000 - 2001
Merrill Lynch 1997 - 2000
American Express 1996 - 1997
Skills
ITIL, IT Service Management, Data Center, COBIT, IT Management, Deployment, IT Strategy, IT Operations, Vendor Management, IT Governance, Integration, Program Management, Change Management, PMP, Process Improvement, Cloud Computing, Service Delivery, Team Leadership, Business Analysis, Virtualization, Service Management, Management Consulting, Requirements Analysis, Outsourcing, Application Development, Business Continuity, Project Portfolio..., Operations Management, Strategic Planning, Team Building, Business Management, Managed Services, Consultancy, Budget Management, SLA, ITIL Certified, ITSMF, ITIL Service Strategy, Service Operation, Remedy AR System, Business Service..., System Deployment, Management, SaaS, Solution Architecture, Sla, Strategy, Budgets, SDLC, Governance
Education
PMP, ITIL v3 Expert, ISO/IEC 20000, TCO 2012 — 2012
PMP, ITIL v3 Expert, ISO 20000, PMP, ITIL v3 Expert, ISO 20000
Mercer University 1987 — 1988
MBA, Management Information Systems
Worcester Polytechnic Institute 1979 — 1983
B.Sc., Computer Science
Nottingham Trent University 1981 — 1982
HND, Computer Science
Springfield High School 1975 — 1979
Matthew Sheraw Matthew Sheraw's Merrill Lynch Experience July 2008 - August 2009
Job Financial Planner at Wealth Management
Industry Financial Services
Experience
Wealth Management August 2009 - Present
Merrill Lynch July 2008 - August 2009
Smith Barney August 2005 - July 2008
Capital Blue Cross January 2002 - August 2005
Education
Messiah College 1997 — 2001
BS, Marketing
Wealth Management August 2009 - Present
Merrill Lynch July 2008 - August 2009
Smith Barney August 2005 - July 2008
Capital Blue Cross January 2002 - August 2005
Education
Messiah College 1997 — 2001
BS, Marketing
Angel Quero Angel Quero's Merrill Lynch Experience July 2007 - July 2010
Job Corporate Security Officer at Cravath, Swaine & Moore LLP
Industry Security and Investigations
Experience
Cravath, Swaine & Moore LLP July 2010 - Present
Limited Brands July 2010 - August 2013
Merrill Lynch July 2007 - July 2010
Skills
Internal Investigations, Private Investigations, Asset Protection, CCTV, Workplace Violence, Security, Risk Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Training, Surveillance, Securities, Data Entry, Microsoft Word, PowerPoint, Management, Analysis
Education
George Washington High School 2000 — 2004
High School, International Business & Finance
Mercy College
Bachelor's Degree, Security Management
Cravath, Swaine & Moore LLP July 2010 - Present
Limited Brands July 2010 - August 2013
Merrill Lynch July 2007 - July 2010
Skills
Internal Investigations, Private Investigations, Asset Protection, CCTV, Workplace Violence, Security, Risk Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Training, Surveillance, Securities, Data Entry, Microsoft Word, PowerPoint, Management, Analysis
Education
George Washington High School 2000 — 2004
High School, International Business & Finance
Mercy College
Bachelor's Degree, Security Management
Leon Bankimbaga Leon Bankimbaga's Merrill Lynch Experience May 2007 - August 2007
Job 2017 MBA Candidate, Robert H Smith School of Business, University of Maryland
Industry Banking
Experience
Banque Commerciale du Burundi March 2012 - May 2015
Emerging Markets Management July 2010 - October 2011
Merrill Lynch May 2007 - August 2007
Skills
Emerging Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Investment Banking, Corporate Finance, Valuation, Capital Markets, Asset Management, Financial Markets, Strategic Thinking
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Mercer University - Stetson School of Business and Economics 2005 — 2010
BBA, Finance
Centre International de Valbonne
Banque Commerciale du Burundi March 2012 - May 2015
Emerging Markets Management July 2010 - October 2011
Merrill Lynch May 2007 - August 2007
Skills
Emerging Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Investment Banking, Corporate Finance, Valuation, Capital Markets, Asset Management, Financial Markets, Strategic Thinking
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Mercer University - Stetson School of Business and Economics 2005 — 2010
BBA, Finance
Centre International de Valbonne
Justin Sisson's Merrill Lynch Experience June 2014 - August 2014
Job Financial Analyst at Warren Financial Service
Industry Higher Education
Experience
Warren Financial Service July 2015 - Present
Messiah College August 2011 - May 2015
Merrill Lynch June 2014 - August 2014
Skaneateles Country Club October 2010 - August 2013
Skills
Leadership, Time Management, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, PowerPoint, Teamwork
Education
Skaneateles High School 2007 — 2011
Faith Heritage School
Messiah College
Warren Financial Service July 2015 - Present
Messiah College August 2011 - May 2015
Merrill Lynch June 2014 - August 2014
Skaneateles Country Club October 2010 - August 2013
Skills
Leadership, Time Management, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, PowerPoint, Teamwork
Education
Skaneateles High School 2007 — 2011
Faith Heritage School
Messiah College
Brian Owings's Merrill Lynch Experience June 2003 - May 2005
Job FP&A
Industry Financial Services
Experience
WJ Bradley October 2014 - January 2015
TUDOR INVESTMENT CORPORATION July 2013 - October 2014
Bank of America Merrill Lynch May 2005 - July 2013
Merrill Lynch June 2003 - May 2005
Merrill Lynch June 2000 - June 2003
Merrill Lynch March 1998 - June 2000
Skills
Financial Analysis, Strategic Financial..., Analysis, Equities, Financial Modeling, Bloomberg, Capital Markets, Valuation, Fixed Income, Derivatives, Financial Services, Asset Management, Corporate Finance, Hedge Funds, Risk Management, Financial Risk, Alternative Investments, Business Analysis, Process Improvement, Options, Financial Planning
Education
University of Denver 1998 — 2000
MBA
Metropolitan State University of Denver 1993 — 1997
BS
WJ Bradley October 2014 - January 2015
TUDOR INVESTMENT CORPORATION July 2013 - October 2014
Bank of America Merrill Lynch May 2005 - July 2013
Merrill Lynch June 2003 - May 2005
Merrill Lynch June 2000 - June 2003
Merrill Lynch March 1998 - June 2000
Skills
Financial Analysis, Strategic Financial..., Analysis, Equities, Financial Modeling, Bloomberg, Capital Markets, Valuation, Fixed Income, Derivatives, Financial Services, Asset Management, Corporate Finance, Hedge Funds, Risk Management, Financial Risk, Alternative Investments, Business Analysis, Process Improvement, Options, Financial Planning
Education
University of Denver 1998 — 2000
MBA
Metropolitan State University of Denver 1993 — 1997
BS
David Coyle's Merrill Lynch Experience 1989 - 1999
Job SVP. Business Development at Vanare|NestEgg
Industry Telecommunications
Experience
VanareNestEgg August 2015 - Present
Interactive Data November 2011 - August 2015
Research in Motion January 2011 - November 2011
Northstar Systems International April 2007 - January 2011
Emitac Mobile Solutions April 2006 - May 2007
Outercurve Technologies February 2004 - April 2006
Dewhirst Design June 2000 - February 2004
First Union Corp. 1995 - 2000
Merrill Lynch 1989 - 1999
Skills
Wealth Management, Wealth Management..., Financial Services, Investment Advisory, Mobile Technology, Market Data, Digital Marketing, Emerging Markets, Mutual Funds, Analysis, Finance, Options, Investments, Strategy, CRM, Asset Management, Start-ups, Business Development, Hedge Funds, Leadership, Portfolio Management, Enterprise Software, Management
Education
Messiah College 1985 — 1989
BS Marketing
TImothy Christian 1978 — 1985
VanareNestEgg August 2015 - Present
Interactive Data November 2011 - August 2015
Research in Motion January 2011 - November 2011
Northstar Systems International April 2007 - January 2011
Emitac Mobile Solutions April 2006 - May 2007
Outercurve Technologies February 2004 - April 2006
Dewhirst Design June 2000 - February 2004
First Union Corp. 1995 - 2000
Merrill Lynch 1989 - 1999
Skills
Wealth Management, Wealth Management..., Financial Services, Investment Advisory, Mobile Technology, Market Data, Digital Marketing, Emerging Markets, Mutual Funds, Analysis, Finance, Options, Investments, Strategy, CRM, Asset Management, Start-ups, Business Development, Hedge Funds, Leadership, Portfolio Management, Enterprise Software, Management
Education
Messiah College 1985 — 1989
BS Marketing
TImothy Christian 1978 — 1985
Steven R Cosenza Jr's Merrill Lynch Experience 2001 - 2004
Job Deskside Support at IBM
Industry Information Technology and Services
Experience
IBM March 2005 - Present
IBM March 2005 - February 2007
Merrill Lynch 2001 - 2004
Bank Of America - Merrill Lynch 2000 - 2004
Skills
Desktop Support, Remedy, End User Support, Altiris, Microsoft Office Xp, Workstations, Desktop Administration, Patch Management, Hardware Support, Microsoft Office 2003, Citrix, Servers, Symantec Antivirus, Windows Server 2003, Server Administration, Wintel, Windows Server, BMC Remedy, Technical Support, Active Directory, System Deployment, Desktop Computers, Blackberry, VMware, DNS, VMware ESX, Windows XP, Help Desk Support, Disaster Recovery, Group Policy, Microsoft Exchange, VPN, IT Operations, DHCP, Virtualization, Data Center
Education
Westchester Business Institue 1998 — 1999
Mercy College 1988 — 1993
Bachelor of Business Administration (BBA), Office Information Systems and Technology
IBM March 2005 - Present
IBM March 2005 - February 2007
Merrill Lynch 2001 - 2004
Bank Of America - Merrill Lynch 2000 - 2004
Skills
Desktop Support, Remedy, End User Support, Altiris, Microsoft Office Xp, Workstations, Desktop Administration, Patch Management, Hardware Support, Microsoft Office 2003, Citrix, Servers, Symantec Antivirus, Windows Server 2003, Server Administration, Wintel, Windows Server, BMC Remedy, Technical Support, Active Directory, System Deployment, Desktop Computers, Blackberry, VMware, DNS, VMware ESX, Windows XP, Help Desk Support, Disaster Recovery, Group Policy, Microsoft Exchange, VPN, IT Operations, DHCP, Virtualization, Data Center
Education
Westchester Business Institue 1998 — 1999
Mercy College 1988 — 1993
Bachelor of Business Administration (BBA), Office Information Systems and Technology
Lisa Schuhmacher's Merrill Lynch Experience May 1987 - May 2007
Job Registered Associate at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney May 2007 - Present
Merrill Lynch May 1987 - May 2007
Merrill Lynch May 1987 - May 2007
Education
Messiah College 1984 — 1988
Citi Smith Barney May 2007 - Present
Merrill Lynch May 1987 - May 2007
Merrill Lynch May 1987 - May 2007
Education
Messiah College 1984 — 1988
Henry Tam's Merrill Lynch Experience June 1997 - July 1998
Job Data Consultant assisting organizations with gaining greater visibility and insight into their data
Industry Financial Services
Experience
Charles Schwab Investment Management September 2014 - Present
Sabbatical June 2014 - September 2014
Cigna HealthCare December 2013 - May 2014
Apex Systems January 2013 - December 2013
Statera February 2012 - January 2013
Perficient February 2010 - February 2012
Atlantic Partners Corp. May 2008 - November 2009
Standard & Poor's November 1998 - March 2008
Merrill Lynch June 1997 - July 1998
US Embassy - Beijing, China 1995 - 1995
Skills
Data Analysis, Data Management, Data Quality, Data Mining, Data Profiling, Business Analysis, Data Warehousing, Business Intelligence, Master Data Management, Reference Data, Data Quality Assurance, Global Financial Markets, SQL, Oracle, Microsoft SQL Server, Salesforce.com, Informatica Data..., Informatica Data Quality, QlikView, Cognos, TS Quality, TS Discovery, Business Process..., Financial Markets, Business Process, SDLC, Agile Methodologies, Data Integration, Business Development, Enterprise Architecture, Databases, Leadership, Analytics, Analysis, Software Documentation, CRM
Education
University of Colorado Boulder 1991 — 1996
BS, Finance and International Business
Peking University 1995 — 1995
Study Abroad, Mandarin
Metropolitan State University of Denver 1992 — 1993
Denver North High School 1988 — 1991
Charles Schwab Investment Management September 2014 - Present
Sabbatical June 2014 - September 2014
Cigna HealthCare December 2013 - May 2014
Apex Systems January 2013 - December 2013
Statera February 2012 - January 2013
Perficient February 2010 - February 2012
Atlantic Partners Corp. May 2008 - November 2009
Standard & Poor's November 1998 - March 2008
Merrill Lynch June 1997 - July 1998
US Embassy - Beijing, China 1995 - 1995
Skills
Data Analysis, Data Management, Data Quality, Data Mining, Data Profiling, Business Analysis, Data Warehousing, Business Intelligence, Master Data Management, Reference Data, Data Quality Assurance, Global Financial Markets, SQL, Oracle, Microsoft SQL Server, Salesforce.com, Informatica Data..., Informatica Data Quality, QlikView, Cognos, TS Quality, TS Discovery, Business Process..., Financial Markets, Business Process, SDLC, Agile Methodologies, Data Integration, Business Development, Enterprise Architecture, Databases, Leadership, Analytics, Analysis, Software Documentation, CRM
Education
University of Colorado Boulder 1991 — 1996
BS, Finance and International Business
Peking University 1995 — 1995
Study Abroad, Mandarin
Metropolitan State University of Denver 1992 — 1993
Denver North High School 1988 — 1991
Rob Santry's Merrill Lynch Experience May 2004 - April 2005
Job Law Clerk at Dozier Law Firm
Industry Investment Management
Experience
Alexander Shunnarah Personal Injury Lawyers May 2015 - Present
Dozier Law Firm May 2015 - Present
Annapurna Investment Group LLC January 2008 - August 2014
FIM (USA) March 2006 - January 2008
SGS January 2005 - January 2006
Morgan Keegan May 2005 - August 2005
Merrill Lynch May 2004 - April 2005
Skills
Private Equity, Portfolio Management, Valuation, Equities, Asset Management, Investments, Residential Homes, Financial Analysis, Financial Modeling, Marketing, Social Media, Public Speaking, Leadership
Education
Mercer University - Walter F. George School of Law
Juris Doctor (J.D.)
University of Tennessee-Knoxville
Alexander Shunnarah Personal Injury Lawyers May 2015 - Present
Dozier Law Firm May 2015 - Present
Annapurna Investment Group LLC January 2008 - August 2014
FIM (USA) March 2006 - January 2008
SGS January 2005 - January 2006
Morgan Keegan May 2005 - August 2005
Merrill Lynch May 2004 - April 2005
Skills
Private Equity, Portfolio Management, Valuation, Equities, Asset Management, Investments, Residential Homes, Financial Analysis, Financial Modeling, Marketing, Social Media, Public Speaking, Leadership
Education
Mercer University - Walter F. George School of Law
Juris Doctor (J.D.)
University of Tennessee-Knoxville
Tony Busacca's Merrill Lynch Experience 1981 - 2006
Job Principal at On Course Advisors
Industry Financial Services
Experience
On Course Advisors March 2009 - Present
Aqueren LLC October 2006 - Present
Stone Toro Asset Management 2010 - 2015
Alliance Bernstein May 2007 - October 2008
Merrill Lynch 1981 - 2006
Skills
Alternative Investments, Investment Management, Relationship Management, Asset Managment, Series 7, Mutual Funds, CRM, Mergers, Financial Markets, Fund Of Funds, ETFs, Institutional..., Management Consulting, Private Banking, Separately Managed..., Derivatives, Series 24, Valuation, Equity Research, Mergers & Acquisitions, Uniform Combined State..., Trading Systems, FINRA, Finance, Equity Trading, Options, Structured Products, Business Development, High Net Worth..., Institutional, Electronic Trading, Emerging Markets, Venture Capital, Private Placements, Investor Relations, Financial Structuring, Equity Derivatives, Asset Management
Education
Mercy College 1976 — 1980
BS, Finance
On Course Advisors March 2009 - Present
Aqueren LLC October 2006 - Present
Stone Toro Asset Management 2010 - 2015
Alliance Bernstein May 2007 - October 2008
Merrill Lynch 1981 - 2006
Skills
Alternative Investments, Investment Management, Relationship Management, Asset Managment, Series 7, Mutual Funds, CRM, Mergers, Financial Markets, Fund Of Funds, ETFs, Institutional..., Management Consulting, Private Banking, Separately Managed..., Derivatives, Series 24, Valuation, Equity Research, Mergers & Acquisitions, Uniform Combined State..., Trading Systems, FINRA, Finance, Equity Trading, Options, Structured Products, Business Development, High Net Worth..., Institutional, Electronic Trading, Emerging Markets, Venture Capital, Private Placements, Investor Relations, Financial Structuring, Equity Derivatives, Asset Management
Education
Mercy College 1976 — 1980
BS, Finance
Leon Gagliardo's Merrill Lynch Experience 1998 - 2001
Job Client Relationship Manager at PHEAA
Industry Financial Services
Experience
PHEAA September 2014 - Present
SweetFrog Mechanicsburg April 2012 - Present
Genworth Financial September 2003 - May 2012
Merrill Lynch 1998 - 2001
Skills
Management, Insurance, Online Marketing, Risk Management, Analytics, Leadership, Financial Services, Relationship Management, Account Management, Process Improvement, Business Development, Strategy, Vendor Management
Education
Messiah College 1992 — 1996
BS, Marketing
Edison High School 1988 — 1992
PHEAA September 2014 - Present
SweetFrog Mechanicsburg April 2012 - Present
Genworth Financial September 2003 - May 2012
Merrill Lynch 1998 - 2001
Skills
Management, Insurance, Online Marketing, Risk Management, Analytics, Leadership, Financial Services, Relationship Management, Account Management, Process Improvement, Business Development, Strategy, Vendor Management
Education
Messiah College 1992 — 1996
BS, Marketing
Edison High School 1988 — 1992
Robert Figueroa's Merrill Lynch Experience 2009 - Present
Job Computer Technician at Maintech
Industry Computer Hardware
Experience
Maintech April 2009 - Present
Merrill Lynch 2009 - Present
Computer Network Solutions February 2008 - April 2009
Sun Microsystems July 2001 - December 2007
Morgan Stanley 2001 - 2007
Maintech January 1999 - July 2001
Decision One June 1987 - January 1999
Skills
Servers, HP, Computer Hardware
Education
Mercy College 1987 — 1990
City College 1977 — 1979
none, Academic
Netcom
Maintech April 2009 - Present
Merrill Lynch 2009 - Present
Computer Network Solutions February 2008 - April 2009
Sun Microsystems July 2001 - December 2007
Morgan Stanley 2001 - 2007
Maintech January 1999 - July 2001
Decision One June 1987 - January 1999
Skills
Servers, HP, Computer Hardware
Education
Mercy College 1987 — 1990
City College 1977 — 1979
none, Academic
Netcom
Edward Wahlberg's Merrill Lynch Experience November 1995 - Present
Job Portfolio Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1995 - Present
Merrill Lynch November 1995 - Present
Merrill Lynch November 1995 - Present
Education
Messiah College 1987 — 1991
Merrill Lynch November 1995 - Present
Merrill Lynch November 1995 - Present
Merrill Lynch November 1995 - Present
Education
Messiah College 1987 — 1991
Alan Heidt's Merrill Lynch Experience September 1999 - February 2002
Job HRIS Analyst at National Renewable Energy Laboratory
Industry Human Resources
Experience
National Renewable Energy Laboratory (NREL) August 2008 - Present
Sprint May 2007 - August 2008
Charles Schwab March 2006 - May 2007
Sprint Nextel June 2003 - March 2006
Merrill Lynch September 1999 - February 2002
Skills
Project Management, Human Resources, Sales, Microsoft Office, CRM, Renewable Energy, Training, Employee Relations, College Recruiting, Applicant Tracking..., Recruiting
Education
Metropolitan State University of Denver
Bachelors, Marketing
National Renewable Energy Laboratory (NREL) August 2008 - Present
Sprint May 2007 - August 2008
Charles Schwab March 2006 - May 2007
Sprint Nextel June 2003 - March 2006
Merrill Lynch September 1999 - February 2002
Skills
Project Management, Human Resources, Sales, Microsoft Office, CRM, Renewable Energy, Training, Employee Relations, College Recruiting, Applicant Tracking..., Recruiting
Education
Metropolitan State University of Denver
Bachelors, Marketing
Troy Shreckengast's Merrill Lynch Experience March 1996 - Present
Job Sr Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1996 - Present
Skills
Cash Flow, Credit Analysis, Customer Service, Financial Analysis, Insurance, Investments, Leadership, Mergers, Relationship Management, Wealth Management
Education
Messiah College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Merrill Lynch March 1996 - Present
Skills
Cash Flow, Credit Analysis, Customer Service, Financial Analysis, Insurance, Investments, Leadership, Mergers, Relationship Management, Wealth Management
Education
Messiah College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Sheila Fuller's Merrill Lynch Experience 1997 - 2000
Job Director Relationship Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company MainStay Investments September 2012 - Present
New York Life July 2008 - Present
OppenheimerFunds April 2001 - July 2008
JP Morgan Chase March 2000 - April 2001
Merrill Lynch 1997 - 2000
ML Life Insurance Company of New York 1997 - 1998
Skills
Series 7, Series 63, Insurance, Mutual Funds, Series 6, Investments, Retirement Planning, Wealth Management, Securities, 401k, Retirement, Fixed Annuities
Education
Merrimack College 1992 — 1996
New York Life Insurance Company MainStay Investments September 2012 - Present
New York Life July 2008 - Present
OppenheimerFunds April 2001 - July 2008
JP Morgan Chase March 2000 - April 2001
Merrill Lynch 1997 - 2000
ML Life Insurance Company of New York 1997 - 1998
Skills
Series 7, Series 63, Insurance, Mutual Funds, Series 6, Investments, Retirement Planning, Wealth Management, Securities, 401k, Retirement, Fixed Annuities
Education
Merrimack College 1992 — 1996
Helen Piessens's Merrill Lynch Experience Director of Marketing ServicesBike AthleticMay 1993 - August 1993
Job AVP, Sales Trainer at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Director of Marketing ServicesBike AthleticMay 1993 - August 1993
Education
Merrimack College
BA, English Teaching
Merrill Lynch Director of Marketing ServicesBike AthleticMay 1993 - August 1993
Education
Merrimack College
BA, English Teaching
Mark Tummino's Merrill Lynch Experience July 2011 - October 2011
Job TD Ameritrade / Client Service Specialist
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Santander Bank, N.A. April 2012 - September 2013
Merrill Lynch July 2011 - October 2011
Fidelity Investments July 2008 - September 2010
Fidelity Investments March 2007 - July 2008
Fidelity Investments April 2005 - March 2007
Fidelity Investments November 2004 - April 2005
Fidelity Investments July 2000 - November 2004
Fidelity Investments July 1998 - July 2000
State Street Bank & Trust Company March 1996 - June 1998
Skills
Retirement Planning, Series 7, 401k, Retirement, Mutual Funds, Wealth Management, IRAs, Series 63, Asset Allocation, Series 6, Strategic Financial..., Financial Advisory, Uniform Combined State..., Portfolio Management, Financial Services, Investments, Investment Strategies, Equities
Education
Merrimack College 2002 — 2002
Certificate in Advanced Study, Financial Planning
Wentworth Institute of Technology 1985 — 1990
Bachelor of Science Degree, Technical Management
TD Ameritrade January 2014 - Present
Santander Bank, N.A. April 2012 - September 2013
Merrill Lynch July 2011 - October 2011
Fidelity Investments July 2008 - September 2010
Fidelity Investments March 2007 - July 2008
Fidelity Investments April 2005 - March 2007
Fidelity Investments November 2004 - April 2005
Fidelity Investments July 2000 - November 2004
Fidelity Investments July 1998 - July 2000
State Street Bank & Trust Company March 1996 - June 1998
Skills
Retirement Planning, Series 7, 401k, Retirement, Mutual Funds, Wealth Management, IRAs, Series 63, Asset Allocation, Series 6, Strategic Financial..., Financial Advisory, Uniform Combined State..., Portfolio Management, Financial Services, Investments, Investment Strategies, Equities
Education
Merrimack College 2002 — 2002
Certificate in Advanced Study, Financial Planning
Wentworth Institute of Technology 1985 — 1990
Bachelor of Science Degree, Technical Management
John McVicar's Merrill Lynch Experience October 2007 - October 2011
Job Senior Manager TIAACREF Asset Management IT
Industry Information Technology and Services
Experience
TIAA-CREF October 2011 - Present
Bank of America October 2007 - Present
Merrill Lynch October 2007 - October 2011
Bank of America Merril Lynch 2007 - October 2011
Barclays Capital May 2007 - September 2007
SG Cowen 1999 - 2007
Cowen & Company 1999 - 2007
Societe General 1999 - 2006
Societe Generale 2000 - 2005
Skills
Equity Trading, Equities, Program Trading, Fidessa, Electronic Trading, Market Data, Middle Office, Trading Systems, Bloomberg, Order Management, FINRA, Infrastructure, Low Latency, Trading, Back Office, Investment Banking, Series 63, Series 7, Proprietary Trading, Exchange Connectivity, Series 24, Valuation, Trading System, Business Continuity, Options, Equity Derivatives, Asset Management, Derivatives, Risk Management, SDLC
Education
Mercy College 1991 — 1993
BS, Public Accounting
TIAA-CREF October 2011 - Present
Bank of America October 2007 - Present
Merrill Lynch October 2007 - October 2011
Bank of America Merril Lynch 2007 - October 2011
Barclays Capital May 2007 - September 2007
SG Cowen 1999 - 2007
Cowen & Company 1999 - 2007
Societe General 1999 - 2006
Societe Generale 2000 - 2005
Skills
Equity Trading, Equities, Program Trading, Fidessa, Electronic Trading, Market Data, Middle Office, Trading Systems, Bloomberg, Order Management, FINRA, Infrastructure, Low Latency, Trading, Back Office, Investment Banking, Series 63, Series 7, Proprietary Trading, Exchange Connectivity, Series 24, Valuation, Trading System, Business Continuity, Options, Equity Derivatives, Asset Management, Derivatives, Risk Management, SDLC
Education
Mercy College 1991 — 1993
BS, Public Accounting
Adam Sos's Merrill Lynch Experience May 2000 - August 2000
Job IT Deployment Manager at CDI Corporation
Industry Computer Hardware
Experience
CDI Corporation October 2013 - Present
Roomlinx May 2012 - May 2013
Trimble Navigation July 2011 - January 2012
Arrow Electronics October 2008 - April 2011
ServiceSource February 2007 - April 2008
Alpine Research Optics April 2005 - February 2007
Office Depot January 2002 - March 2005
McDATA August 2000 - November 2001
Merrill Lynch May 2000 - August 2000
Skills
Account Management, Contract Negotiation, Marketing Strategy, Strategic Planning, Product Marketing, Networking, Project Management, Strategic Partnerships, Business Analysis, Logistics, Product Management, Customer Service, Management, Team Building, Team Leadership, Cross-functional Team..., Salesforce.com, Supply Management, Supply Chain Management, Sales Operations, Data Center, Sales Management, Microsoft Office, Supply Chain, Procurement, Inventory Management, sales opera, Oracle, Vendor Management, CRM
Education
Metropolitan State University of Denver 2002 — 2003
BA, History, Business Management
CDI Corporation October 2013 - Present
Roomlinx May 2012 - May 2013
Trimble Navigation July 2011 - January 2012
Arrow Electronics October 2008 - April 2011
ServiceSource February 2007 - April 2008
Alpine Research Optics April 2005 - February 2007
Office Depot January 2002 - March 2005
McDATA August 2000 - November 2001
Merrill Lynch May 2000 - August 2000
Skills
Account Management, Contract Negotiation, Marketing Strategy, Strategic Planning, Product Marketing, Networking, Project Management, Strategic Partnerships, Business Analysis, Logistics, Product Management, Customer Service, Management, Team Building, Team Leadership, Cross-functional Team..., Salesforce.com, Supply Management, Supply Chain Management, Sales Operations, Data Center, Sales Management, Microsoft Office, Supply Chain, Procurement, Inventory Management, sales opera, Oracle, Vendor Management, CRM
Education
Metropolitan State University of Denver 2002 — 2003
BA, History, Business Management
Faye Popper's Merrill Lynch Experience November 1960 - November 1999
Job Wellness Consultant at Nikken International
Industry Consumer Goods
Experience
Nikken International October 2012 - Present
Avon September 2011 - Present
Atlanta Symphony Orchestra September 2011 - Present
Trend Atlanta Realty 2011 - Present
Michael Carlos Museum September 2003 - Present
Merrill Lynch November 1960 - November 1999
Skills
Direct Sales
Education
Mercer University 1957 — 1960
BS, French/Business
Hampton High School, Hampton, VA 1950 — 1952
Nikken International October 2012 - Present
Avon September 2011 - Present
Atlanta Symphony Orchestra September 2011 - Present
Trend Atlanta Realty 2011 - Present
Michael Carlos Museum September 2003 - Present
Merrill Lynch November 1960 - November 1999
Skills
Direct Sales
Education
Mercer University 1957 — 1960
BS, French/Business
Hampton High School, Hampton, VA 1950 — 1952
Jody Chadwick's Merrill Lynch Experience December 1998 - Present
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 1998 - Present
Skills
Series 7, Wealth Management, Asset Allocation, Uniform Combined State..., Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Series 65, Investment Advisory, Investment Strategies, Investments, Separately Managed..., Securities, Fixed Income, Asset Managment, ETFs, 401k, Strategic Financial..., Equities, Portfolio Management, Asset Management, FINRA, Insurance, Retirement, Estate Planning
Education
Suffolk University - Sawyer School of Management 1994 — 1996
MBA
Merrimack College 1991 — 1993
BS
Merrill Lynch December 1998 - Present
Skills
Series 7, Wealth Management, Asset Allocation, Uniform Combined State..., Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Series 65, Investment Advisory, Investment Strategies, Investments, Separately Managed..., Securities, Fixed Income, Asset Managment, ETFs, 401k, Strategic Financial..., Equities, Portfolio Management, Asset Management, FINRA, Insurance, Retirement, Estate Planning
Education
Suffolk University - Sawyer School of Management 1994 — 1996
MBA
Merrimack College 1991 — 1993
BS
Nick DiGiaimo's Merrill Lynch Experience September 1995 - 2009
Job Owner at New Line Media
Industry Graphic Design
Experience
Bank of America Merrill Lynch 1995 - Present
New Line Media March 1993 - Present
LK law firm 2010 - 2011
Merrill Lynch September 1995 - 2009
Colony Comm / Cabelvision 1983 - 1989
Education
Mercy College 1984 — 1986
BS, CIS
Bank of America Merrill Lynch 1995 - Present
New Line Media March 1993 - Present
LK law firm 2010 - 2011
Merrill Lynch September 1995 - 2009
Colony Comm / Cabelvision 1983 - 1989
Education
Mercy College 1984 — 1986
BS, CIS
Gregg Cortese's Merrill Lynch Experience 1996 - 2006
Job Director Risk Management Fixed Income Technology
Industry Financial Services
Experience
Bank of America September 2013 - Present
AIG March 2012 - August 2013
Morgan Stanley June 2010 - March 2012
Cowen and Company 2006 - 2010
Merrill Lynch 1996 - 2006
Skills
Enterprise Risk..., IT Audit, Operational Risk, Risk Management, Financial Services, Operational Risk..., Internal Audit, Regulatory Projects, Financial Risk, Vendor Audit, Fixed Income, Sarbanes-Oxley Act, Capital Markets, AML, Asset Management, Auditing, Finance, Financial Markets, Hedge Funds, Information Technology, Internal Controls, Investment Banking, Management, PMO, Program Management, Vendor Management
Education
Mercy College
BS, Business Finance / Information Technology
Bank of America September 2013 - Present
AIG March 2012 - August 2013
Morgan Stanley June 2010 - March 2012
Cowen and Company 2006 - 2010
Merrill Lynch 1996 - 2006
Skills
Enterprise Risk..., IT Audit, Operational Risk, Risk Management, Financial Services, Operational Risk..., Internal Audit, Regulatory Projects, Financial Risk, Vendor Audit, Fixed Income, Sarbanes-Oxley Act, Capital Markets, AML, Asset Management, Auditing, Finance, Financial Markets, Hedge Funds, Information Technology, Internal Controls, Investment Banking, Management, PMO, Program Management, Vendor Management
Education
Mercy College
BS, Business Finance / Information Technology
Robert House's Merrill Lynch Experience June 2004 - May 2009
Job Executive Director Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. May 2014 - Present
Brookhaven Bank June 2009 - May 2014
Merrill Lynch June 2004 - May 2009
UPS Capital 2002 - 2004
Skills
Commercial Lending, Treasury Management, Securities Lending, Financial Analysis, Finance, Credit Analysis, Banking, Commercial Banking, Financial Modeling, Asset Based Lending, Cash Management, Credit, Loans, Portfolio Management, Credit Risk, Underwriting
Education
University of Georgia - Terry College of Business 2000 — 2002
MBA, Accounting and Finance
Mercer University - Stetson School of Business and Economics 1994 — 1998
BBA, Finance
Morgan Stanley Private Bank, N.A. May 2014 - Present
Brookhaven Bank June 2009 - May 2014
Merrill Lynch June 2004 - May 2009
UPS Capital 2002 - 2004
Skills
Commercial Lending, Treasury Management, Securities Lending, Financial Analysis, Finance, Credit Analysis, Banking, Commercial Banking, Financial Modeling, Asset Based Lending, Cash Management, Credit, Loans, Portfolio Management, Credit Risk, Underwriting
Education
University of Georgia - Terry College of Business 2000 — 2002
MBA, Accounting and Finance
Mercer University - Stetson School of Business and Economics 1994 — 1998
BBA, Finance
Kathryn (Katie) O'Dell-Bailey, CRPC, ADPA's Merrill Lynch Experience May 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2006 - Present
Education
The University of Tennessee at Chattanooga 2003 — 2015
Master of Business Administration (M.B.A.), Finance, General
Mercer University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Girls Preparatory School 1975 — 1981
High School Diploma, College Preparatory
Merrill Lynch May 2006 - Present
Education
The University of Tennessee at Chattanooga 2003 — 2015
Master of Business Administration (M.B.A.), Finance, General
Mercer University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Girls Preparatory School 1975 — 1981
High School Diploma, College Preparatory
Wayne Dovan's Merrill Lynch Experience September 1999 - January 2009
Job Product Specialist at Brevan Howard
Industry Capital Markets
Experience
Brevan Howard September 2015 - Present
CIBC World Markets May 2014 - August 2015
Annaly Capital Management/RCap Securities, Inc. May 2013 - April 2014
Sanctum FI LLP April 2012 - November 2012
Jefferies & Company May 2009 - March 2012
Merrill Lynch September 1999 - January 2009
TNS 1992 - 1996
Skills
Rates, Proprietary Trading, Options, Securities, Trading Systems, Financial Markets, Emerging Markets, Portfolio Management, FX Options, Equity Trading, Fixed Income, Hedge Funds, Derivatives, Bonds, Bloomberg, Investments, Prime Brokerage, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Messiah College 1987 — 1991
BA, Mathematics
Brevan Howard September 2015 - Present
CIBC World Markets May 2014 - August 2015
Annaly Capital Management/RCap Securities, Inc. May 2013 - April 2014
Sanctum FI LLP April 2012 - November 2012
Jefferies & Company May 2009 - March 2012
Merrill Lynch September 1999 - January 2009
TNS 1992 - 1996
Skills
Rates, Proprietary Trading, Options, Securities, Trading Systems, Financial Markets, Emerging Markets, Portfolio Management, FX Options, Equity Trading, Fixed Income, Hedge Funds, Derivatives, Bonds, Bloomberg, Investments, Prime Brokerage, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Messiah College 1987 — 1991
BA, Mathematics
Lisa Main, CLU(R), ChFC(R), CFP(R)'s Merrill Lynch Experience 1995 - 1998
Job Senior Account Manager
Industry Insurance
Experience
Nease, Lagana, Eden & Culley, Inc. 1998 - Present
Merrill Lynch 1995 - 1998
Skills
Life Insurance, Disability Insurance, Variable Life, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Underwriting, Series 6, Series 63, Strategic Financial..., Estate Planning, Insurance, Credit, Marketing, Long-term Care
Education
Mercer University 2002 — 2004
BAS, Organization Leadership
Nease, Lagana, Eden & Culley, Inc. 1998 - Present
Merrill Lynch 1995 - 1998
Skills
Life Insurance, Disability Insurance, Variable Life, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Underwriting, Series 6, Series 63, Strategic Financial..., Estate Planning, Insurance, Credit, Marketing, Long-term Care
Education
Mercer University 2002 — 2004
BAS, Organization Leadership
Valerie Hall's Merrill Lynch Experience October 1981 - September 1985
Job Facilities Manager at Syncora Guarantee Inc.
Industry Financial Services
Experience
Syncora Guarantee Inc. June 2001 - Present
Syncora Guarantee Inc. June 2001 - Present
Syncora Guarantee Inc. 2001 - Present
Goldman Sachs October 1989 - May 2001
Merrill Lynch October 1981 - September 1985
Skills
Risk Management, Portfolio Management, Management, Administrative..., Vendor Management, Contract Negotiation, Due Diligence, Asset Management, Insurance, Investments
Education
Metropolitan College of New York 2000 — 2003
BBA, Business administration
Syncora Guarantee Inc. June 2001 - Present
Syncora Guarantee Inc. June 2001 - Present
Syncora Guarantee Inc. 2001 - Present
Goldman Sachs October 1989 - May 2001
Merrill Lynch October 1981 - September 1985
Skills
Risk Management, Portfolio Management, Management, Administrative..., Vendor Management, Contract Negotiation, Due Diligence, Asset Management, Insurance, Investments
Education
Metropolitan College of New York 2000 — 2003
BBA, Business administration
Geralyn Marchisello's Merrill Lynch Experience 1999 - 2002
Job Principal Owner at Spine and Soul
Industry Health, Wellness and Fitness
Experience
Spine and Soul January 2003 - Present
Spine and Soul inc. January 2003 - Present
Mercy College 2000 - Present
Merrill Lynch 1999 - 2002
Lehman Brothers 1996 - 1999
Skills
Public Speaking, Leadership Development, Workshop Facilitation, Staff Development, Program Development, Training, Psychology, Career Counseling, Resume Writing, Data Analysis, Program Evaluation, Fundraising, Teaching, Coaching, Community Outreach, Student Development, Student Affairs, Organizational..., Wellness Coaching, Business Coaching, Executive Coaching, Pilates, Yoga, Surfset Fitness, Brand Development, Knowledge Management, Lecturing, Wellness, Mindfulness Meditation, Meditation
Education
Kane School of Core Integration 2001 — 2003
Certified Pilates apparatus and mat professional, Body Mind
Spine and Soul yoga teacher training 2001 — 2002
Certified yoga instructor, Yoga, chakra study, meditation
Kripalu 1994 — 2000
Yoga and body mind related interests, Kripalu deepen my personal yoga awareness and practice
Mercy College 1998 — 1999
MS, Organizational Leadership
Spine and Soul January 2003 - Present
Spine and Soul inc. January 2003 - Present
Mercy College 2000 - Present
Merrill Lynch 1999 - 2002
Lehman Brothers 1996 - 1999
Skills
Public Speaking, Leadership Development, Workshop Facilitation, Staff Development, Program Development, Training, Psychology, Career Counseling, Resume Writing, Data Analysis, Program Evaluation, Fundraising, Teaching, Coaching, Community Outreach, Student Development, Student Affairs, Organizational..., Wellness Coaching, Business Coaching, Executive Coaching, Pilates, Yoga, Surfset Fitness, Brand Development, Knowledge Management, Lecturing, Wellness, Mindfulness Meditation, Meditation
Education
Kane School of Core Integration 2001 — 2003
Certified Pilates apparatus and mat professional, Body Mind
Spine and Soul yoga teacher training 2001 — 2002
Certified yoga instructor, Yoga, chakra study, meditation
Kripalu 1994 — 2000
Yoga and body mind related interests, Kripalu deepen my personal yoga awareness and practice
Mercy College 1998 — 1999
MS, Organizational Leadership
Mary Jo Urbanek's Merrill Lynch Experience June 1976 - October 1981
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2000 - Present
Kidder Peabody and GE/PW November 1990 - December 2000
Drexel Burnham Lambert October 1981 - October 1989
Merrill Lynch June 1976 - October 1981
Education
Merrimack College 1972 — 1976
Economics, Economics
Natick High School 1969 — 1972
RBC Capital Markets November 2000 - Present
Kidder Peabody and GE/PW November 1990 - December 2000
Drexel Burnham Lambert October 1981 - October 1989
Merrill Lynch June 1976 - October 1981
Education
Merrimack College 1972 — 1976
Economics, Economics
Natick High School 1969 — 1972
Clifton Spinney CFP® CRPC®'s Merrill Lynch Experience February 2007 - April 2013
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS April 2013 - Present
Merrill Lynch February 2007 - April 2013
Fidelity Investments 1999 - 2007
Education
Merrimack College 1994 — 1999
Finance, Accounting & Finance
UBS April 2013 - Present
Merrill Lynch February 2007 - April 2013
Fidelity Investments 1999 - 2007
Education
Merrimack College 1994 — 1999
Finance, Accounting & Finance
Tim Tarasovitch's Merrill Lynch Experience July 2007 - August 2007
Job Portfolio Manager Healthcare Division at US Bank
Industry Financial Services
Experience
U.S. Bank July 2013 - Present
US Bank May 2011 - June 2013
US Bank July 2009 - May 2011
Merrill Lynch July 2007 - August 2007
Skills
Corporate Finance, Credit, Finance, Investments, Portfolio Management, Financial Analysis, Credit Analysis, Banking, Commercial Banking, Loans, Financial Modeling, Risk Management
Education
Mercyhurst University 2004 — 2008
Business: Finance, Finance, Accounting, Marketing, Insurance
U.S. Bank July 2013 - Present
US Bank May 2011 - June 2013
US Bank July 2009 - May 2011
Merrill Lynch July 2007 - August 2007
Skills
Corporate Finance, Credit, Finance, Investments, Portfolio Management, Financial Analysis, Credit Analysis, Banking, Commercial Banking, Loans, Financial Modeling, Risk Management
Education
Mercyhurst University 2004 — 2008
Business: Finance, Finance, Accounting, Marketing, Insurance
Daniel Bastedo's Merrill Lynch Experience December 2013 - Present
Job VP Senior Compliance Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Bank of America - Merrill Lynch April 2002 - Present
SIFMA 2002 - 2013
Summit Financial Services Group July 1997 - August 2001
Skills
Series 7
Education
Messiah College 1988 — 1992
BA
Merrill Lynch December 2013 - Present
Bank of America - Merrill Lynch April 2002 - Present
SIFMA 2002 - 2013
Summit Financial Services Group July 1997 - August 2001
Skills
Series 7
Education
Messiah College 1988 — 1992
BA
Ivan H. Howard's Merrill Lynch Experience August 1995 - July 2006
Job Director of Marketing & Investor Services at The GreenHaven Group
Industry Investment Management
Experience
The GreenHaven Group July 2013 - Present
The Catalyst Tech Innovation Group, CTIG July 2011 - Present
Southport Capital August 2011 - July 2013
ALT Advisory Services LLC January 2008 - September 2010
Merrill Lynch August 1995 - July 2006
Union Carbide May 1991 - May 1995
Skills
Alternative Investments, Product Management, Venture Capital, Private Equity, Equities, Series 7, Options, Equity Trading, Electronic Trading, Financial Advisory, Trading Strategies, Retirement Planning, Institutional..., Investments, Risk Management, Equity Capital Markets, Equity Derivatives, Equity Swaps, New Business Development, Business Relationship..., Institutional Sales, Municipal Bonds, Retirement Plan..., Asset Management, Financial Education, Hedge Funds, Portfolio Management, Series 63, Trading Systems, Investment Management, Trading, ETFs, Mutual Funds, Capital Markets, Pension Consulting, Futures, Institutional Clients, Securities, Management
Education
University of Florida College of Engineering 1984 — 1991
Master's, Biomedical/Medical Engineering
Mercer University - Stetson School of Business and Economics 1992 — 1994
MBA, Finance
The GreenHaven Group July 2013 - Present
The Catalyst Tech Innovation Group, CTIG July 2011 - Present
Southport Capital August 2011 - July 2013
ALT Advisory Services LLC January 2008 - September 2010
Merrill Lynch August 1995 - July 2006
Union Carbide May 1991 - May 1995
Skills
Alternative Investments, Product Management, Venture Capital, Private Equity, Equities, Series 7, Options, Equity Trading, Electronic Trading, Financial Advisory, Trading Strategies, Retirement Planning, Institutional..., Investments, Risk Management, Equity Capital Markets, Equity Derivatives, Equity Swaps, New Business Development, Business Relationship..., Institutional Sales, Municipal Bonds, Retirement Plan..., Asset Management, Financial Education, Hedge Funds, Portfolio Management, Series 63, Trading Systems, Investment Management, Trading, ETFs, Mutual Funds, Capital Markets, Pension Consulting, Futures, Institutional Clients, Securities, Management
Education
University of Florida College of Engineering 1984 — 1991
Master's, Biomedical/Medical Engineering
Mercer University - Stetson School of Business and Economics 1992 — 1994
MBA, Finance
Andrea Poeth's Merrill Lynch Experience July 1999 - May 2006
Job Caseworker at State of New Jersey DYFS
Industry Hospitality
Experience
State of New Jersey - DYFS October 2012 - Present
America's Keswick January 2011 - November 2012
Holiday Inn Express June 2010 - October 2010
Hampton Inn October 2007 - May 2010
Hampton Inn October 2007 - February 2009
Titan Athletics May 2005 - December 2008
Hampton Inn July 2006 - October 2007
Merrill Lynch July 1999 - May 2006
Education
Messiah College 1995 — 1999
BA, Sociology, Business Administration
State of New Jersey - DYFS October 2012 - Present
America's Keswick January 2011 - November 2012
Holiday Inn Express June 2010 - October 2010
Hampton Inn October 2007 - May 2010
Hampton Inn October 2007 - February 2009
Titan Athletics May 2005 - December 2008
Hampton Inn July 2006 - October 2007
Merrill Lynch July 1999 - May 2006
Education
Messiah College 1995 — 1999
BA, Sociology, Business Administration
Fernando Arias-CISSP's Merrill Lynch Experience 1989 - 1994
Job Sr. Systems Engineer at Infineta Systems
Industry Computer & Network Security
Experience
Infineta Systems June 2011 - Present
HEWLETT-PACKARD – NETWORKING DIVISION April 2009 - May 2011
Riverbed Technology January 2007 - February 2009
Cisco Systems April 2000 - December 2006
USWeb May 1997 - March 2000
Merrill Lynch 1989 - 1994
Skills
Routing, Cisco Technologies, Network Architecture, Data Center, OSPF, TCP/IP, Network Design, Network Security, QoS, Juniper
Education
Mercy College
B.S, Computer Information Systems
Infineta Systems June 2011 - Present
HEWLETT-PACKARD – NETWORKING DIVISION April 2009 - May 2011
Riverbed Technology January 2007 - February 2009
Cisco Systems April 2000 - December 2006
USWeb May 1997 - March 2000
Merrill Lynch 1989 - 1994
Skills
Routing, Cisco Technologies, Network Architecture, Data Center, OSPF, TCP/IP, Network Design, Network Security, QoS, Juniper
Education
Mercy College
B.S, Computer Information Systems
Catherine Palazola's Merrill Lynch Experience 2004 - 2006
Job VP, Global Fund Relations at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2007 - February 2014
UBS March 2006 - August 2007
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 66, Series 86, Series 87, Series 24, Direct Marketing, Press Releases, Marketing, Marketing Strategy, Investor Relations, Alternative Investments, Series 63, Institutional..., Asset Management, Wealth Management, Financial Services, Internal Communications, Private Placements
Education
Messiah College 1999 — 2003
B.S., Marketing
JPMorgan Chase August 2007 - February 2014
UBS March 2006 - August 2007
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 66, Series 86, Series 87, Series 24, Direct Marketing, Press Releases, Marketing, Marketing Strategy, Investor Relations, Alternative Investments, Series 63, Institutional..., Asset Management, Wealth Management, Financial Services, Internal Communications, Private Placements
Education
Messiah College 1999 — 2003
B.S., Marketing
Jeffrey Ritch's Merrill Lynch Experience March 1991 - March 2012
Job First Vice President UBS Financial Services
Industry Financial Services
Experience
UBS March 2012 - Present
Merrill Lynch March 1991 - March 2012
Skills
Banking, Investments, Finance, Mutual Funds, Retirement Planning, Series 7
Education
Mercer University 1973 — 1977
Bachelor's degree, Political Science and Government
UBS March 2012 - Present
Merrill Lynch March 1991 - March 2012
Skills
Banking, Investments, Finance, Mutual Funds, Retirement Planning, Series 7
Education
Mercer University 1973 — 1977
Bachelor's degree, Political Science and Government
Keith Purdy's Merrill Lynch Experience September 2010 - November 2012
Job Training, Public Speaking, Sales and Sales Management, Call Center Supervisor, Customer Service, Customer Satisfaction
Industry Professional Training & Coaching
Experience
Merrill Lynch September 2010 - November 2012
Bank of America July 2005 - September 2010
Dial America Marketing September 2004 - March 2005
Agent Mortgage LLC November 2003 - September 2004
EMMC, LLC Tempe, AZ March 2001 - November 2003
Brock Supply Company Tempe, AZ January 2000 - January 2001
O” Neal and Associates August 1993 - March 1999
Skills
Public Speaking, Team Leadership, Training, Sales, Sales Management, Performance Management, Coaching, Leadership Development, Leadership, Management, Call Centers, Customer Service, Customer Retention, New Business Development, Strategic Planning, Marketing, Time Management
Education
Mesa Community College
Business Administration
Merrill Lynch September 2010 - November 2012
Bank of America July 2005 - September 2010
Dial America Marketing September 2004 - March 2005
Agent Mortgage LLC November 2003 - September 2004
EMMC, LLC Tempe, AZ March 2001 - November 2003
Brock Supply Company Tempe, AZ January 2000 - January 2001
O” Neal and Associates August 1993 - March 1999
Skills
Public Speaking, Team Leadership, Training, Sales, Sales Management, Performance Management, Coaching, Leadership Development, Leadership, Management, Call Centers, Customer Service, Customer Retention, New Business Development, Strategic Planning, Marketing, Time Management
Education
Mesa Community College
Business Administration
Vince Selip's Merrill Lynch Experience August 2014 - Present
Job Vice President, Senior Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Fidelity Investments February 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Research, Outlook, English, Teamwork, Data Analysis, Translation, Access
Education
Mercyhurst University 2010 — 2011
Graduate Certificate, Applied Intelligence
The Ohio State University 2005 — 2010
BA, Arabic, International Studies
The American University in Cairo 2008 — 2009
Arabic
Merrill Lynch August 2014 - Present
Fidelity Investments February 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Research, Outlook, English, Teamwork, Data Analysis, Translation, Access
Education
Mercyhurst University 2010 — 2011
Graduate Certificate, Applied Intelligence
The Ohio State University 2005 — 2010
BA, Arabic, International Studies
The American University in Cairo 2008 — 2009
Arabic
Laurie Dahle's Merrill Lynch Experience January 1997 - Present
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch January 1997 - Present
Paine Webber June 1992 - January 1997
Robertson Stephens & Co May 1990 - June 1992
Salomon Brothers May 1984 - June 1989
Chase Manhattan Bank August 1982 - May 1984
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Mutual Funds, Securities, Series 7, Tax, Accounting, High Net Worth..., Account Reconciliation
Education
Mercer University 1995 — 1997
None, Business/Managerial Economics, A
Vassar College 1978 — 1982
Bachelor's degree, Philosophy
Merrill Lynch January 1997 - Present
Paine Webber June 1992 - January 1997
Robertson Stephens & Co May 1990 - June 1992
Salomon Brothers May 1984 - June 1989
Chase Manhattan Bank August 1982 - May 1984
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Mutual Funds, Securities, Series 7, Tax, Accounting, High Net Worth..., Account Reconciliation
Education
Mercer University 1995 — 1997
None, Business/Managerial Economics, A
Vassar College 1978 — 1982
Bachelor's degree, Philosophy
Michael Miano's Merrill Lynch Experience January 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Paychex October 2010 - December 2011
Wells Fargo Financial August 2009 - September 2010
Smith Barney June 2008 - August 2008
Maritime General Agency July 2007 - August 2007
Vector Marketing July 2006 - July 2007
Skills
Mutual Funds, Investments, Wealth Management, Insurance, Finance, Financial Analysis, Credit, Financial Services
Education
Merrimack College 2005 — 2009
Bachelor of Science, Business Administration with a concentration in Finance
Merrill Lynch January 2012 - Present
Paychex October 2010 - December 2011
Wells Fargo Financial August 2009 - September 2010
Smith Barney June 2008 - August 2008
Maritime General Agency July 2007 - August 2007
Vector Marketing July 2006 - July 2007
Skills
Mutual Funds, Investments, Wealth Management, Insurance, Finance, Financial Analysis, Credit, Financial Services
Education
Merrimack College 2005 — 2009
Bachelor of Science, Business Administration with a concentration in Finance
Mark McKeever, MBA's Merrill Lynch Experience October 2011 - October 2012
Job Institutional Sales and Trading at Capital Guardian
Industry Financial Services
Experience
Global Strategic Investments 2013 - 2014
JVB Financial Group, LLC November 2012 - October 2013
Merrill Lynch October 2011 - October 2012
Waddell & Reed January 2010 - January 2011
Skills
Wealth Management, Retirement Planning, Financial Analysis, Portfolio Management, Investments
Education
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, General Business
Mercer University - Stetson School of Business and Economics 2004 — 2007
BBA, Finance, Management
Global Strategic Investments 2013 - 2014
JVB Financial Group, LLC November 2012 - October 2013
Merrill Lynch October 2011 - October 2012
Waddell & Reed January 2010 - January 2011
Skills
Wealth Management, Retirement Planning, Financial Analysis, Portfolio Management, Investments
Education
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, General Business
Mercer University - Stetson School of Business and Economics 2004 — 2007
BBA, Finance, Management
Dane Gallivan's Merrill Lynch Experience June 2006 - March 2010
Job at
Industry Construction
Experience
Sports Authority April 2015 - Present
Sports Authority April 2015 - Present
Sports Authority April 2015 - Present
Sports Authority April 2015 - Present
GE Johnson Construction Company November 2013 - Present
Weichert Realtors April 2010 - Present
Merrill Lynch June 2006 - March 2010
Merrill Lynch/ Computershare Trust March 2004 - June 2006
Merrill Lynch/ Computershare Trust July 2001 - March 2004
Merrill Lynch October 1999 - July 2001
Education
Regis University 2003 — 2005
General studies curriculum
Mesa Community College 1993 — 1995
General Studies Curriculum
NASD Series 24 Registered Principal
NASD Series 63 Registration
NASD Series 7 Registration
Sports Authority April 2015 - Present
Sports Authority April 2015 - Present
Sports Authority April 2015 - Present
Sports Authority April 2015 - Present
GE Johnson Construction Company November 2013 - Present
Weichert Realtors April 2010 - Present
Merrill Lynch June 2006 - March 2010
Merrill Lynch/ Computershare Trust March 2004 - June 2006
Merrill Lynch/ Computershare Trust July 2001 - March 2004
Merrill Lynch October 1999 - July 2001
Education
Regis University 2003 — 2005
General studies curriculum
Mesa Community College 1993 — 1995
General Studies Curriculum
NASD Series 24 Registered Principal
NASD Series 63 Registration
NASD Series 7 Registration
Jason Arthur's Merrill Lynch Experience June 2005 - April 2006
Job Asst Golf Professional at Greensboro Country Club
Industry Sports
Experience
Greensboro Country Club March 2013 - Present
Secession Golf Club July 2006 - December 2008
Merrill Lynch June 2005 - April 2006
West Lake Country Club October 2001 - June 2005
Ocean Forest Golf Club September 1997 - September 2001
Skills
Time Management, Training, Management, Sales, Retail, Customer Service, Merchandising, Finance, Outlook, Selling, Microsoft Excel, Microsoft Word
Education
Mercer University - Stetson School of Business and Economics 1994 — 1997
BBA, Management and Marketing
Greensboro Country Club March 2013 - Present
Secession Golf Club July 2006 - December 2008
Merrill Lynch June 2005 - April 2006
West Lake Country Club October 2001 - June 2005
Ocean Forest Golf Club September 1997 - September 2001
Skills
Time Management, Training, Management, Sales, Retail, Customer Service, Merchandising, Finance, Outlook, Selling, Microsoft Excel, Microsoft Word
Education
Mercer University - Stetson School of Business and Economics 1994 — 1997
BBA, Management and Marketing
Dianna Albert's Merrill Lynch Experience April 1998 - February 2007
Job Payroll Processor, Analyst and Payroll Tax Analyst at New Jersey
Industry Accounting
Experience
Princeton University 2014 - Present
PVH Corp April 2013 - May 2014
Bloomberg LP May 2011 - April 2013
CheckPoint HR February 2007 - May 2011
Merrill Lynch April 1998 - February 2007
Queens Group March 1995 - April 1998
Skills
Payroll Taxes, Tax, Accounting, QuickBooks, Financial Reporting, Accounts Payable, Tax Preparation, Microsoft Excel, Bookkeeping, Auditing, Accounts Receivable, Account Reconciliation, General Ledger, Microsoft Office, Microsoft Word, ADP-Workforce Now, PCPW, EZ Time and..., Ceridian Tax Service, BSI Tax factory, Ultimate Software, Lawson, PeopleSoft, JAT W2, Payroll, ADP Payroll
Education
Mercy College 1980 — 1982
Accounting
Evander Childs High School
Princeton University 2014 - Present
PVH Corp April 2013 - May 2014
Bloomberg LP May 2011 - April 2013
CheckPoint HR February 2007 - May 2011
Merrill Lynch April 1998 - February 2007
Queens Group March 1995 - April 1998
Skills
Payroll Taxes, Tax, Accounting, QuickBooks, Financial Reporting, Accounts Payable, Tax Preparation, Microsoft Excel, Bookkeeping, Auditing, Accounts Receivable, Account Reconciliation, General Ledger, Microsoft Office, Microsoft Word, ADP-Workforce Now, PCPW, EZ Time and..., Ceridian Tax Service, BSI Tax factory, Ultimate Software, Lawson, PeopleSoft, JAT W2, Payroll, ADP Payroll
Education
Mercy College 1980 — 1982
Accounting
Evander Childs High School
Yoshinora Brown's Merrill Lynch Experience January 2009 - April 2011
Job Loan Couselor/Collector at Pathfinders/Cenlar FSB
Industry Financial Services
Experience
Pathfinders/Cenlar FSB January 2015 - Present
JK Group, Inc. January 2013 - June 2014
TD Bank April 2011 - August 2011
Merrill Lynch January 2009 - April 2011
Comcast March 2010 - October 2010
ACS, a Xerox Company June 2005 - November 2006
Skills
Microsoft Excel, Project Management, Call Centers, Customer Service, Outlook, Management, Sales, Microsoft Office, Recruiting, Direct Sales, Access, Research, Program Management, Training
Education
Harrison Career Institute 2002 — 2003
Diploma, Help/Desk Analyst/Computer Operations
Mercer County Community College
Photography
Pathfinders/Cenlar FSB January 2015 - Present
JK Group, Inc. January 2013 - June 2014
TD Bank April 2011 - August 2011
Merrill Lynch January 2009 - April 2011
Comcast March 2010 - October 2010
ACS, a Xerox Company June 2005 - November 2006
Skills
Microsoft Excel, Project Management, Call Centers, Customer Service, Outlook, Management, Sales, Microsoft Office, Recruiting, Direct Sales, Access, Research, Program Management, Training
Education
Harrison Career Institute 2002 — 2003
Diploma, Help/Desk Analyst/Computer Operations
Mercer County Community College
Photography
Edward Wahlberg's Merrill Lynch Experience January 1995 - Present
Job First Vice President at Merrill Lynch
Industry
Experience
Merrill Lynch January 1995 - Present
Education
Messiah College 1987 — 1991
B.S., Political Science / Business Admin.
Christian Heritage School 1976 — 1987
Merrill Lynch January 1995 - Present
Education
Messiah College 1987 — 1991
B.S., Political Science / Business Admin.
Christian Heritage School 1976 — 1987
Louise Faret Machado's Merrill Lynch Experience May 2012 - November 2014
Job Sr. Financial Analyst, AVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch May 2012 - November 2014
Acronis May 2009 - November 2012
Acronis, Inc June 2008 - May 2009
CVS Pharmacy April 2004 - February 2009
Skills
Portuguese, Account Reconciliation, Spanish
Education
Merrimack College
International Business
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch May 2012 - November 2014
Acronis May 2009 - November 2012
Acronis, Inc June 2008 - May 2009
CVS Pharmacy April 2004 - February 2009
Skills
Portuguese, Account Reconciliation, Spanish
Education
Merrimack College
International Business
Charissa Cruz's Merrill Lynch Experience January 2000 - January 2007
Job Cher Cruz Photography, Professional Headshot Photographer
Industry Financial Services
Experience
Academy Mortgage Corporation January 2010 - Present
Reflections by Cher July 2007 - Present
Merrill Lynch January 2000 - January 2007
Merrill Lynch June 1995 - January 2000
Salomon Brothers April 1990 - June 1995
Precision Services Group January 1989 - April 1990
Meyer & CO March 1987 - January 1989
Skills
Mortgage Lending, Refinance, Loans, FHA, Mortgage Banking, Investment Properties, Sales, USDA, Loan Origination, Residential Mortgages, First Time Home Buyers, Real Estate, Credit, Credit Analysis, VA loans, Government Loans, FHA Financing, Portrait Photography, Photoshop, Lightroom, Event Photography, Equity Trading, Stock Trading, Customer Service, Management, Investments
Education
Scuola Leonardo 1985 — 1985
Italian Studies
Metropolitan State University of Denver 1981 — 1985
Bachelor's Degree, Marketing
Garca, Brasil 1980 — 1981
High School, Portuguese Language and Literature, Rotary Scholarship for Senior Study Abroad
Bear Creek 1978 — 1981
Academy Mortgage Corporation January 2010 - Present
Reflections by Cher July 2007 - Present
Merrill Lynch January 2000 - January 2007
Merrill Lynch June 1995 - January 2000
Salomon Brothers April 1990 - June 1995
Precision Services Group January 1989 - April 1990
Meyer & CO March 1987 - January 1989
Skills
Mortgage Lending, Refinance, Loans, FHA, Mortgage Banking, Investment Properties, Sales, USDA, Loan Origination, Residential Mortgages, First Time Home Buyers, Real Estate, Credit, Credit Analysis, VA loans, Government Loans, FHA Financing, Portrait Photography, Photoshop, Lightroom, Event Photography, Equity Trading, Stock Trading, Customer Service, Management, Investments
Education
Scuola Leonardo 1985 — 1985
Italian Studies
Metropolitan State University of Denver 1981 — 1985
Bachelor's Degree, Marketing
Garca, Brasil 1980 — 1981
High School, Portuguese Language and Literature, Rotary Scholarship for Senior Study Abroad
Bear Creek 1978 — 1981
Joe Licandro's Merrill Lynch Experience March 1976 - June 2008
Job Vendor Relationship Management
Industry Financial Services
Experience
Merrill Lynch March 1976 - June 2008
Exquisite Catering March 1974 - March 1976
Skills
Music, Band, Music Industry, Music Education, Songs, Singing, Music Theory, Piano, Rock
Education
Mercy College 1980 — 1983
Bachelor's Degree, Business Administration: Major - Finance; Minor - Music
Mount St Michael 1965 — 1969
H.S. Diploma
Merrill Lynch March 1976 - June 2008
Exquisite Catering March 1974 - March 1976
Skills
Music, Band, Music Industry, Music Education, Songs, Singing, Music Theory, Piano, Rock
Education
Mercy College 1980 — 1983
Bachelor's Degree, Business Administration: Major - Finance; Minor - Music
Mount St Michael 1965 — 1969
H.S. Diploma
Carole Sunday's Merrill Lynch Experience March 2006 - April 2007
Job Sr Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2007 - Present
Merrill Lynch March 2006 - April 2007
Morgan Stanley June 2002 - March 2007
Morgan Stanley January 1999 - June 2002
Skills
Teamwork, Training & Development, Customer Service, Management, Investments, Finance, Human Resources, Analysis, Financial Analysis, Budgets, Banking, Strategy, Process Improvement, Management Consulting, Strategic Planning
Education
Temple University 1982 — 1985
Radio, TV & Film
Messiah College 1981 — 1985
Radio, TV and Film
RBC Wealth Management March 2007 - Present
Merrill Lynch March 2006 - April 2007
Morgan Stanley June 2002 - March 2007
Morgan Stanley January 1999 - June 2002
Skills
Teamwork, Training & Development, Customer Service, Management, Investments, Finance, Human Resources, Analysis, Financial Analysis, Budgets, Banking, Strategy, Process Improvement, Management Consulting, Strategic Planning
Education
Temple University 1982 — 1985
Radio, TV & Film
Messiah College 1981 — 1985
Radio, TV and Film
Carolyn Roy's Merrill Lynch Experience June 1995 - November 2002
Job Administrative / Analyst Professional
Industry Financial Services
Experience
Randstad 2011 - Present
Gustafson's LLC June 2006 - March 2011
ista North America March 2005 - April 2006
Merrill Lynch June 1995 - November 2002
Skills
Administrative..., Accounts Payable, Accounts Receivable, Data Analysis, Business Analysis
Education
Mercy College
Universty of Tennessee
Randstad 2011 - Present
Gustafson's LLC June 2006 - March 2011
ista North America March 2005 - April 2006
Merrill Lynch June 1995 - November 2002
Skills
Administrative..., Accounts Payable, Accounts Receivable, Data Analysis, Business Analysis
Education
Mercy College
Universty of Tennessee
Andrew Baugher's Merrill Lynch Experience April 2000 - April 2003
Job IT Specialist GS 5 Bureau of Land Management
Industry Information Technology and Services
Experience
Bureau of Land Management July 2012 - June 2013
Merrill Lynch April 2000 - April 2003
Skills
IT Management, Network Administration, IT Service Management, IT Hardware Support, IT Transformation, Purchase Management
Education
Mesa Community College 2010 — 2015
Bureau of Land Management July 2012 - June 2013
Merrill Lynch April 2000 - April 2003
Skills
IT Management, Network Administration, IT Service Management, IT Hardware Support, IT Transformation, Purchase Management
Education
Mesa Community College 2010 — 2015
Brenda Cox's Merrill Lynch Experience May 1997 - April 2002
Job Care Giver at Always Best Care
Industry Hospital & Health Care
Experience
Always Best Care April 2012 - Present
Morrison Inn April 2007 - Present
Merrill Lynch May 1997 - April 2002
Education
Metropolitan State University of Denver 1984 — 1987
Columbine High School
Always Best Care April 2012 - Present
Morrison Inn April 2007 - Present
Merrill Lynch May 1997 - April 2002
Education
Metropolitan State University of Denver 1984 — 1987
Columbine High School
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank