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
Nathan Montone Nathan Montone's Merrill Lynch Experience June 2013 - August 2013
Job Investment Analyst at Lion Fund LLC
Industry Financial Services
Experience
Lion Fund LLC September 2014 - Present
Barrett Asset Management, LLC June 2013 - July 2014
Merrill Lynch June 2013 - August 2013
Ed Northwood & Associates June 2012 - August 2012
Skills
Equity Research, Wealth Management, Hedge Funds, Investment Banking, Securities, Portfolio Management, Investment Strategies, Equities, Asset Allocation, Investment Management
Education
Columbia University in the City of New York 2014 — 2016
Sarah Lawrence College 2010 — 2012
English, Economics
Lion Fund LLC September 2014 - Present
Barrett Asset Management, LLC June 2013 - July 2014
Merrill Lynch June 2013 - August 2013
Ed Northwood & Associates June 2012 - August 2012
Skills
Equity Research, Wealth Management, Hedge Funds, Investment Banking, Securities, Portfolio Management, Investment Strategies, Equities, Asset Allocation, Investment Management
Education
Columbia University in the City of New York 2014 — 2016
Sarah Lawrence College 2010 — 2012
English, Economics
Benjamin Jennings Benjamin Jennings's Merrill Lynch Experience July 2000 - December 2006
Job GM at Workhorse Business Development, LLC
Industry Wholesale
Experience
Workhorse Business Development, LLC July 2011 - Present
Rugs by Robinson January 2010 - June 2011
BoBo Intriguing Objects December 2006 - February 2009
Merrill Lynch July 2000 - December 2006
Skills
Business Development, New Business Development, Account Management, Asset Managment, Investments, Asset Allocation, Investment Advisory, Leadership, Strategic Financial..., Marketing, Logistics, Strategy, Investment Management, Estate Planning, Risk Management
Education
School of Visual Arts 1985 — 1986
The University of Georgia 1980 — 1984
BFA, Art
The Westminster Schools 1970 — 1980
Workhorse Business Development, LLC July 2011 - Present
Rugs by Robinson January 2010 - June 2011
BoBo Intriguing Objects December 2006 - February 2009
Merrill Lynch July 2000 - December 2006
Skills
Business Development, New Business Development, Account Management, Asset Managment, Investments, Asset Allocation, Investment Advisory, Leadership, Strategic Financial..., Marketing, Logistics, Strategy, Investment Management, Estate Planning, Risk Management
Education
School of Visual Arts 1985 — 1986
The University of Georgia 1980 — 1984
BFA, Art
The Westminster Schools 1970 — 1980
Winslow Moran-Hodge Winslow Moran-Hodge's Merrill Lynch Experience 2008 - 2008
Job Account Manager at Nintex
Industry Internet
Experience
Nintex March 2015 - Present
National Purchasing Partners May 2013 - March 2015
National Purchasing Partners December 2012 - May 2013
Allied Trade Group, Inc. October 2011 - December 2012
Allied Trade Group, Inc. October 2010 - October 2011
SeattleRentals.com 2009 - December 2010
Merrill Lynch 2008 - 2008
Skills
Market Research, Competitive Analysis, Microsoft Excel, PowerPoint, Analysis, Marketing Strategy, Social Media Marketing, Business Strategy, Sales, Online Advertising, Microsoft Office
Education
Seattle Pacific University 2006 — 2010
Bachelor of Arts (B.A.), Business
Seattle Pacific University - School of Business and Economics 2006 — 2010
Business Adminstration, Concentrations: Finance, International Business
Orcas Island High School
Nintex March 2015 - Present
National Purchasing Partners May 2013 - March 2015
National Purchasing Partners December 2012 - May 2013
Allied Trade Group, Inc. October 2011 - December 2012
Allied Trade Group, Inc. October 2010 - October 2011
SeattleRentals.com 2009 - December 2010
Merrill Lynch 2008 - 2008
Skills
Market Research, Competitive Analysis, Microsoft Excel, PowerPoint, Analysis, Marketing Strategy, Social Media Marketing, Business Strategy, Sales, Online Advertising, Microsoft Office
Education
Seattle Pacific University 2006 — 2010
Bachelor of Arts (B.A.), Business
Seattle Pacific University - School of Business and Economics 2006 — 2010
Business Adminstration, Concentrations: Finance, International Business
Orcas Island High School
Kenneth Diamond Kenneth Diamond's Merrill Lynch Experience March 1999 - April 2001
Job Working with individuals and Independent Advisors to avoid the effects of heavy, immediate, and unnecessary taxation.
Industry Financial Services
Experience
Celtic Hammer Advisors August 2004 - Present
Table Bay Financial Network, Inc. July 2014 - Present
Pacific Life August 2006 - November 2008
First Data Merchant Services January 2005 - August 2006
Metropolitan Life Insurance Company November 2002 - March 2004
H&R Block Financial Advisors January 2002 - November 2002
UBS Wealth Management April 2001 - December 2001
Merrill Lynch March 1999 - April 2001
Dean Witter Reynolds Inc. April 1997 - March 1999
Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments
Education
Santa Monica College 1991 — 1993
Venice High School
Celtic Hammer Advisors August 2004 - Present
Table Bay Financial Network, Inc. July 2014 - Present
Pacific Life August 2006 - November 2008
First Data Merchant Services January 2005 - August 2006
Metropolitan Life Insurance Company November 2002 - March 2004
H&R Block Financial Advisors January 2002 - November 2002
UBS Wealth Management April 2001 - December 2001
Merrill Lynch March 1999 - April 2001
Dean Witter Reynolds Inc. April 1997 - March 1999
Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments
Education
Santa Monica College 1991 — 1993
Venice High School
Jeffery Flood Jeffery Flood's Merrill Lynch Experience June 2000 - March 2002
Job Lead WorkSource Specialist of Washington Employment Security Department
Industry Staffing and Recruiting
Experience
State of Washington May 2007 - Present
US Bank October 2004 - February 2007
Washington Mutual June 2003 - July 2004
Merrill Lynch June 2000 - March 2002
Johnson Controls February 1992 - June 2000
US Navy October 1982 - April 1991
Skills
Team Building, Training, Strategic Planning, Customer Service, Leadership, Project Planning, Loans, Government, Banking, Performance Management, Employee Relations, Negotiation, Organizational..., Nonprofits, Research, Coaching, Public Speaking, Program Management, Leadership Development, Social Networking, Human Resources, Policy, Teamwork, Cross Functional Team..., Community Outreach
Education
University of Phoenix 2009 — 2011
MBA, Management
Sure Foundation Theological Institute 2008 — 2010
Associate's Degree, Christian Studies
Dynamic Works Institute 2008 — 2008
Certificate, Business and Employer Services
Seattle University 1997 — 2000
Bachelor, Public Administration
Olympic College 1992 — 1996
Associate's Degree, Arts and Sciences
State of Washington May 2007 - Present
US Bank October 2004 - February 2007
Washington Mutual June 2003 - July 2004
Merrill Lynch June 2000 - March 2002
Johnson Controls February 1992 - June 2000
US Navy October 1982 - April 1991
Skills
Team Building, Training, Strategic Planning, Customer Service, Leadership, Project Planning, Loans, Government, Banking, Performance Management, Employee Relations, Negotiation, Organizational..., Nonprofits, Research, Coaching, Public Speaking, Program Management, Leadership Development, Social Networking, Human Resources, Policy, Teamwork, Cross Functional Team..., Community Outreach
Education
University of Phoenix 2009 — 2011
MBA, Management
Sure Foundation Theological Institute 2008 — 2010
Associate's Degree, Christian Studies
Dynamic Works Institute 2008 — 2008
Certificate, Business and Employer Services
Seattle University 1997 — 2000
Bachelor, Public Administration
Olympic College 1992 — 1996
Associate's Degree, Arts and Sciences
Michael Guan Michael Guan's Merrill Lynch Experience 1994 - 2008
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1994 - 2008
Education
Seattle University
Master of Business Administration (M.B.A.)
Merrill Lynch 1994 - 2008
Education
Seattle University
Master of Business Administration (M.B.A.)
Joe Chen's Merrill Lynch Experience January 2013 - March 2013
Job UCLA graduate
Industry Financial Services
Experience
City of Torrance January 2015 - March 2015
Crowell, Weedon & Co. February 2013 - May 2013
Merrill Lynch January 2013 - March 2013
Maker Studios Inc September 2012 - December 2012
Skills
Microsoft Excel, QuickBooks, Outlook, Microsoft Word, Wordpress, PowerPoint, Finance, Accounting, Wealth Management, Event Planning, Marketing
Education
UCLA 2010 — 2014
Bachelor's Degree, Economics
Sciences Po 2014 — 2014
Study Abroad, Economics
City of Torrance January 2015 - March 2015
Crowell, Weedon & Co. February 2013 - May 2013
Merrill Lynch January 2013 - March 2013
Maker Studios Inc September 2012 - December 2012
Skills
Microsoft Excel, QuickBooks, Outlook, Microsoft Word, Wordpress, PowerPoint, Finance, Accounting, Wealth Management, Event Planning, Marketing
Education
UCLA 2010 — 2014
Bachelor's Degree, Economics
Sciences Po 2014 — 2014
Study Abroad, Economics
Anne Williams Anne Williams's Merrill Lynch Experience June 2015 - Present
Job Realtor at Keller Williams Realty Boise
Industry Real Estate
Experience
Merrill Lynch June 2015 - Present
Keller Williams Realty Boise December 2014 - Present
Rodan + Fields Dermatologists June 2014 - Present
Windermere Real Estate September 2014 - December 2014
Rainbow International February 2014 - March 2014
Apartment Guide September 2012 - January 2014
Personified October 2011 - April 2012
Personified, A CareerBuilder Company 2011 - November 2011
Classified Ventures-Apartments.com, Cars.com and Homegain.com January 2008 - March 2011
Apartments.com/Classified Ventures September 2004 - 2007
Skills
Salesforce.com, Account Management, Cold Calling, Sales, Online Advertising, New Business Development, Recruiting, Talent Management, Hiring, Business Intelligence, Customer Service, Contract Negotiation, Applicant Tracking..., Advertising, Sales Management, Team Building, Sales Process, Lead Generation, Advertising Sales, Selling, Technical Recruiting, Management, Business Development, Social Media, CRM, Strategic Planning, Team Leadership, Sales Presentations, Marketing Strategy, Marketing
Education
Seattle University 1998 — 2002
B.A., Communication Studies
Merrill Lynch June 2015 - Present
Keller Williams Realty Boise December 2014 - Present
Rodan + Fields Dermatologists June 2014 - Present
Windermere Real Estate September 2014 - December 2014
Rainbow International February 2014 - March 2014
Apartment Guide September 2012 - January 2014
Personified October 2011 - April 2012
Personified, A CareerBuilder Company 2011 - November 2011
Classified Ventures-Apartments.com, Cars.com and Homegain.com January 2008 - March 2011
Apartments.com/Classified Ventures September 2004 - 2007
Skills
Salesforce.com, Account Management, Cold Calling, Sales, Online Advertising, New Business Development, Recruiting, Talent Management, Hiring, Business Intelligence, Customer Service, Contract Negotiation, Applicant Tracking..., Advertising, Sales Management, Team Building, Sales Process, Lead Generation, Advertising Sales, Selling, Technical Recruiting, Management, Business Development, Social Media, CRM, Strategic Planning, Team Leadership, Sales Presentations, Marketing Strategy, Marketing
Education
Seattle University 1998 — 2002
B.A., Communication Studies
Shannon Reimers Shannon Reimers's Merrill Lynch Experience October 2014 - Present
Job National Operations Associate, New Israel Fund
Industry International Affairs
Experience
New Israel Fund April 2015 - Present
Merrill Lynch October 2014 - Present
YMCA Civic Engagement Programs January 2006 - Present
University of Denver Department of History September 2013 - June 2014
University of Denver September 2011 - June 2014
University of Denver March 2012 - October 2012
Yaphie, Inc. June 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Writing, Communication, Organizational..., Organizational..., Risk Management, Fundraising, Program Development, Community Outreach, Critical Thinking, Politics, Program Management, International Relations
Education
University of Denver 2010 — 2014
BA, Major History, Minor International Studies, Senior
School for International Training 2013 — 2013
Jordan: Modernization and Social Change
Scotch Plains Fanwood High School 2006 — 2010
University of Denver
BA, History
New Israel Fund April 2015 - Present
Merrill Lynch October 2014 - Present
YMCA Civic Engagement Programs January 2006 - Present
University of Denver Department of History September 2013 - June 2014
University of Denver September 2011 - June 2014
University of Denver March 2012 - October 2012
Yaphie, Inc. June 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Writing, Communication, Organizational..., Organizational..., Risk Management, Fundraising, Program Development, Community Outreach, Critical Thinking, Politics, Program Management, International Relations
Education
University of Denver 2010 — 2014
BA, Major History, Minor International Studies, Senior
School for International Training 2013 — 2013
Jordan: Modernization and Social Change
Scotch Plains Fanwood High School 2006 — 2010
University of Denver
BA, History
Loren Kezer Loren Kezer's Merrill Lynch Experience June 2013 - September 2013
Job Aspiring Sales Professional
Industry International Affairs
Experience
University of Denver Anthropology January 2015 - June 2015
Specialty Incentives January 2015 - April 2015
Daytripping Inc. July 2014 - September 2014
Ethos Consulting Group, Inc June 2014 - July 2014
Specialty Incentives September 2013 - May 2014
Merrill Lynch June 2013 - September 2013
Daytripping Inc. November 2012 - January 2013
Skills
Recruiting, Financial Analysis, Leadership Development, Project Planning, Outlook, Data Entry, Program Management, Business Development, Communication, Teaching, Writing, Budgets, Administration, Entrepreneurship, Team Building
Education
University of Denver 2012 — 2016
Bachelor of Arts (B.A.), International Relations- Marketing Minor
Santa Rosa Junior College 2011 — 2012
University of Denver Anthropology January 2015 - June 2015
Specialty Incentives January 2015 - April 2015
Daytripping Inc. July 2014 - September 2014
Ethos Consulting Group, Inc June 2014 - July 2014
Specialty Incentives September 2013 - May 2014
Merrill Lynch June 2013 - September 2013
Daytripping Inc. November 2012 - January 2013
Skills
Recruiting, Financial Analysis, Leadership Development, Project Planning, Outlook, Data Entry, Program Management, Business Development, Communication, Teaching, Writing, Budgets, Administration, Entrepreneurship, Team Building
Education
University of Denver 2012 — 2016
Bachelor of Arts (B.A.), International Relations- Marketing Minor
Santa Rosa Junior College 2011 — 2012
Vijay Goyal Vijay Goyal's Merrill Lynch Experience 2007 - 2011
Job AVP at Merrill Lynch
Industry Computer Software
Experience
cyberThink Inc AVPMerrill LynchAugust 2011 - Present
Merrill Lynch 2007 - 2011
Gateway Technolabs Pvt. Ltd. 2005 - 2007
Education
Sardar Patel University
cyberThink Inc AVPMerrill LynchAugust 2011 - Present
Merrill Lynch 2007 - 2011
Gateway Technolabs Pvt. Ltd. 2005 - 2007
Education
Sardar Patel University
Michele Schlesser Michele Schlesser's Merrill Lynch Experience October 1987 - February 2002
Job Assistant Vice President at EverBank
Industry Financial Services
Experience
EverBank October 2014 - Present
Select Portfolio Servicing Inc. October 2003 - October 2014
Merrill Lynch October 1987 - February 2002
Skills
Mortgage Servicing, Call Center Management, Process Improvement, Restructuring, Change Management
Education
School of Visual Arts 1985 — 1987
Media and Fine Arts
EverBank October 2014 - Present
Select Portfolio Servicing Inc. October 2003 - October 2014
Merrill Lynch October 1987 - February 2002
Skills
Mortgage Servicing, Call Center Management, Process Improvement, Restructuring, Change Management
Education
School of Visual Arts 1985 — 1987
Media and Fine Arts
Nordalisa McLendon-Blackburn Nordalisa McLendon-Blackburn's Merrill Lynch Experience July 1996 - May 1998
Job Contracts Specialist at Varian Medical Systems
Industry Medical Devices
Experience
Varian Medical Systems August 2009 - Present
Avaya April 2000 - March 2009
Merrill Lynch July 1996 - May 1998
Merrill Lynch January 1993 - June 1996
Bank of Beverly Hill December 1989 - August 1990
Merrill Lynch May 1985 - November 1989
Skills
Corporate Events, Weddings, Event Management, Event Planning, Parties, Trade Shows, Customer Service, Account Management, Training, Team Building, Social Networking, Social Media Marketing, Social Media, Sales, Public Relations, Marketing, Management, Customer Satisfaction, Contract Negotiation, Cross-functional Team..., Entertainment
Education
Santa Monica College 1982 — 1984
Associates, Arts
Varian Medical Systems August 2009 - Present
Avaya April 2000 - March 2009
Merrill Lynch July 1996 - May 1998
Merrill Lynch January 1993 - June 1996
Bank of Beverly Hill December 1989 - August 1990
Merrill Lynch May 1985 - November 1989
Skills
Corporate Events, Weddings, Event Management, Event Planning, Parties, Trade Shows, Customer Service, Account Management, Training, Team Building, Social Networking, Social Media Marketing, Social Media, Sales, Public Relations, Marketing, Management, Customer Satisfaction, Contract Negotiation, Cross-functional Team..., Entertainment
Education
Santa Monica College 1982 — 1984
Associates, Arts
Samuel C Wilson, CFA Samuel C Wilson, CFA's Merrill Lynch Experience June 2000 - December 2002
Job Head of Investor Relations/Treasurer at MobileIron
Industry Financial Services
Experience
MobileIron June 2014 - Present
Taos Global Investors, LLC October 2010 - Present
Granite View Asset Management April 2010 - September 2010
JMP Securities February 2003 - April 2010
Merrill Lynch June 2000 - December 2002
Montgomery Securities 1999 - 2000
Applied Materials 1995 - 1998
US Army 1993 - 1995
US Army 1992 - 1993
Skills
Equity Research, Hedge Funds, Financial Modeling, Valuation, Investments, Equities, Venture Capital, Private Equity, Investment Banking, Series 7, Asset Managment, Portfolio Management, Mergers, Mergers & Acquisitions, Alternative Investments, Start-ups, Asset Management, Competitive Analysis, Investor Relations, Capital Markets, Strategy, Investment Management, Corporate Development, Equity Valuation, Corporate Finance, Emerging Markets, Due Diligence, IPO, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA
Seattle University 1987 — 1991
B.S.
MobileIron June 2014 - Present
Taos Global Investors, LLC October 2010 - Present
Granite View Asset Management April 2010 - September 2010
JMP Securities February 2003 - April 2010
Merrill Lynch June 2000 - December 2002
Montgomery Securities 1999 - 2000
Applied Materials 1995 - 1998
US Army 1993 - 1995
US Army 1992 - 1993
Skills
Equity Research, Hedge Funds, Financial Modeling, Valuation, Investments, Equities, Venture Capital, Private Equity, Investment Banking, Series 7, Asset Managment, Portfolio Management, Mergers, Mergers & Acquisitions, Alternative Investments, Start-ups, Asset Management, Competitive Analysis, Investor Relations, Capital Markets, Strategy, Investment Management, Corporate Development, Equity Valuation, Corporate Finance, Emerging Markets, Due Diligence, IPO, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA
Seattle University 1987 — 1991
B.S.
Tom Overbeck Tom Overbeck's Merrill Lynch Experience 2005 - 2007
Job Procurement Senior Category Manager
Industry Retail
Experience
Savers April 2014 - Present
WESCO Distribution January 2011 - April 2014
PACCAR October 2010 - December 2010
PACCAR January 2010 - October 2010
PACCAR October 2007 - January 2010
Merrill Lynch 2005 - 2007
US Army August 1999 - December 2005
Education
Seattle University 2009 — 2012
Masters, Business Administration
Seattle University 1995 — 1999
Bachelor of Arts, Communication Studies
Savers April 2014 - Present
WESCO Distribution January 2011 - April 2014
PACCAR October 2010 - December 2010
PACCAR January 2010 - October 2010
PACCAR October 2007 - January 2010
Merrill Lynch 2005 - 2007
US Army August 1999 - December 2005
Education
Seattle University 2009 — 2012
Masters, Business Administration
Seattle University 1995 — 1999
Bachelor of Arts, Communication Studies
Ford Clary Ford Clary's Merrill Lynch Experience September 2007 - August 2013
Job Trust and Fiduciary Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Merrill Lynch September 2007 - August 2013
Skills
Estate Planning, Wealth Management, Retirement Planning, Wealth Management..., Charitable Trusts, Trust Management, Trust Services, Fiduciary Services, Asset Allocation, Estate Law, Succession Planning, Investment Advisory, Financial Services
Education
Seattle University
B.A., Journalism
Seattle University School of Law
Doctor of Law (JD)
University of Washington School of Law
Master of Laws (LLM), Taxation
Wells Fargo September 2013 - Present
Merrill Lynch September 2007 - August 2013
Skills
Estate Planning, Wealth Management, Retirement Planning, Wealth Management..., Charitable Trusts, Trust Management, Trust Services, Fiduciary Services, Asset Allocation, Estate Law, Succession Planning, Investment Advisory, Financial Services
Education
Seattle University
B.A., Journalism
Seattle University School of Law
Doctor of Law (JD)
University of Washington School of Law
Master of Laws (LLM), Taxation
Heather Hamamoto Heather Hamamoto's Merrill Lynch Experience October 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Law Practice
Experience
Merrill Lynch October 2013 - Present
SAKAMOTO & HAMAMOTO LLP January 2011 - December 2012
AOKI SAKAMOTO GRANT LLP January 2008 - January 2011
AOKI SAKAMOTO GRANT LLP January 2006 - January 2008
SEATTLE UNIVERSITY SCHOOL OF LAW 2006 - 2006
Skills
Civil Litigation, Legal Research, Legal Writing, Estate Planning, Document Drafting, Westlaw, Prenuptial Agreements, LLC, Estate Law, Guardianship, Business Formation, Powers of Attorney, Legal Advice, Trusts, Wills
Education
Seattle University School of Law 2005 — 2008
J.D.
University of Washington 1999 — 2003
B.S., Psychology
Merrill Lynch October 2013 - Present
SAKAMOTO & HAMAMOTO LLP January 2011 - December 2012
AOKI SAKAMOTO GRANT LLP January 2008 - January 2011
AOKI SAKAMOTO GRANT LLP January 2006 - January 2008
SEATTLE UNIVERSITY SCHOOL OF LAW 2006 - 2006
Skills
Civil Litigation, Legal Research, Legal Writing, Estate Planning, Document Drafting, Westlaw, Prenuptial Agreements, LLC, Estate Law, Guardianship, Business Formation, Powers of Attorney, Legal Advice, Trusts, Wills
Education
Seattle University School of Law 2005 — 2008
J.D.
University of Washington 1999 — 2003
B.S., Psychology
Bruce Parmenter Jr. Bruce Parmenter Jr.'s Merrill Lynch Experience March 2008 - June 2010
Job Financial Advisor at CLEAR HORIZON WEALTH ADVISORS an Ameriprise Private Wealth Advisory Practice
Industry Investment Management
Experience
Ameriprise Financial Advisors June 2010 - Present
Southgate Rotary August 2011 - 2011
Southgate Rotary 2011 - 2011
Merrill Lynch March 2008 - June 2010
Edward Jones September 2006 - March 2009
Trenton Rotary 2006 - 2007
United States Marine Corps August 1986 - August 1990
Education
Schoolcraft College 1986 — 1990
Criminal Justice
Novi High School 1981 — 1990
Drafting, Accounting, Business Law
McKee elementary and Marshall Junior high
Ameriprise Financial Advisors June 2010 - Present
Southgate Rotary August 2011 - 2011
Southgate Rotary 2011 - 2011
Merrill Lynch March 2008 - June 2010
Edward Jones September 2006 - March 2009
Trenton Rotary 2006 - 2007
United States Marine Corps August 1986 - August 1990
Education
Schoolcraft College 1986 — 1990
Criminal Justice
Novi High School 1981 — 1990
Drafting, Accounting, Business Law
McKee elementary and Marshall Junior high
Dana Harken Dana Harken's Merrill Lynch Experience November 1982 - April 1985
Job Senior Investment Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 1993 - Present
KeyBank April 1985 - February 1993
Merrill Lynch November 1982 - April 1985
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Investment Management, Investments, Customer Service, Series 7, Alternative Investments, Investment Strategies, High Net Worth..., Investment Advisory, Mutual Funds, Retirement Planning, Series 63, Fixed Income, Bonds, Private Banking, Equities, Estate Planning, Securities
Education
Seattle University 1981 — 1985
Master of Business Administration, Finance
University of Washington 1975 — 1979
Bachlor of Arts, Political Science
Wells Fargo Bank February 1993 - Present
KeyBank April 1985 - February 1993
Merrill Lynch November 1982 - April 1985
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Investment Management, Investments, Customer Service, Series 7, Alternative Investments, Investment Strategies, High Net Worth..., Investment Advisory, Mutual Funds, Retirement Planning, Series 63, Fixed Income, Bonds, Private Banking, Equities, Estate Planning, Securities
Education
Seattle University 1981 — 1985
Master of Business Administration, Finance
University of Washington 1975 — 1979
Bachlor of Arts, Political Science
Christopher Greene, MBA Christopher Greene, MBA's Merrill Lynch Experience March 2012 - August 2013
Job Regional Consultant at Lord, Abbett & Co.LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2015 - Present
United Realty Advisors, LP June 2014 - June 2015
Merrill Lynch March 2012 - August 2013
Various Temporary and Consulting positions June 2010 - February 2012
BNY Mellon December 2007 - April 2010
Sea Link, Ltd. May 2005 - November 2007
JP Morgan Chase August 2003 - December 2004
JP Morgan Chase November 1998 - August 2003
JP Morgan Chase June 1996 - November 1998
JP Morgan Chase July 1993 - June 1996
Skills
Investments, Corporate Finance, Banking, Relationship Management, Wealth Management, Securities, Investment Management, Series 7, Bonds, Loans, Sales, Sales Prospecting, Mutual Funds, Customer Relations, Contract Negotiation, Administration, Escrow, Corporate Trust, Debt, Investment Advisory, New Client Prospecting, Series 66, Financial Services, Finance, Business Relationship..., Long-term Customer..., Manage Client..., Global Client Management, Consulting, Contractual Agreements, Investment Strategies, Salesforce.com, Alternative Investments, Client Relations Skills, Direct Client..., Client Driven, Client Retention..., Key Account Management, Account Management, New Business Development, Microsoft Office, CRM, REIT
Education
Seton Hall University 1994 — 1999
MBA, Finance
Seton Hall University 1989 — 1993
BS, Marketing
Lyme-Old Lyme HS
Lord, Abbett & Co. LLC July 2015 - Present
United Realty Advisors, LP June 2014 - June 2015
Merrill Lynch March 2012 - August 2013
Various Temporary and Consulting positions June 2010 - February 2012
BNY Mellon December 2007 - April 2010
Sea Link, Ltd. May 2005 - November 2007
JP Morgan Chase August 2003 - December 2004
JP Morgan Chase November 1998 - August 2003
JP Morgan Chase June 1996 - November 1998
JP Morgan Chase July 1993 - June 1996
Skills
Investments, Corporate Finance, Banking, Relationship Management, Wealth Management, Securities, Investment Management, Series 7, Bonds, Loans, Sales, Sales Prospecting, Mutual Funds, Customer Relations, Contract Negotiation, Administration, Escrow, Corporate Trust, Debt, Investment Advisory, New Client Prospecting, Series 66, Financial Services, Finance, Business Relationship..., Long-term Customer..., Manage Client..., Global Client Management, Consulting, Contractual Agreements, Investment Strategies, Salesforce.com, Alternative Investments, Client Relations Skills, Direct Client..., Client Driven, Client Retention..., Key Account Management, Account Management, New Business Development, Microsoft Office, CRM, REIT
Education
Seton Hall University 1994 — 1999
MBA, Finance
Seton Hall University 1989 — 1993
BS, Marketing
Lyme-Old Lyme HS
Isabelle Kaplan's Merrill Lynch Experience June 2013 - August 2013
Job Therapy Assistant at Jigsaw Junction
Industry Mental Health Care
Experience
Scripps College August 2014 - May 2015
Scripps College April 2014 - May 2015
Scripps College January 2012 - May 2015
Yale University June 2014 - August 2014
Landmark Medical Center January 2014 - May 2014
Merrill Lynch June 2013 - August 2013
Levy Restaurants June 2011 - August 2013
Skills
Social Statistics, Psychology, Research, Clinical Psychology, SPSS, Qualitative Research, Microsoft Office, Customer Service, Public Speaking, Editing
Education
Scripps College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Danish Institute for Study Abroad 2013 — 2013
Positive Psychology Student
New Trier Township High School 2007 — 2011
Scripps College August 2014 - May 2015
Scripps College April 2014 - May 2015
Scripps College January 2012 - May 2015
Yale University June 2014 - August 2014
Landmark Medical Center January 2014 - May 2014
Merrill Lynch June 2013 - August 2013
Levy Restaurants June 2011 - August 2013
Skills
Social Statistics, Psychology, Research, Clinical Psychology, SPSS, Qualitative Research, Microsoft Office, Customer Service, Public Speaking, Editing
Education
Scripps College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Danish Institute for Study Abroad 2013 — 2013
Positive Psychology Student
New Trier Township High School 2007 — 2011
Clarisse Hagège's Merrill Lynch Experience February 2010 - July 2010
Job MNC Coverage Banker Vice President chez Crédit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB September 2015 - Present
Crédit Agricole CIB September 2013 - Present
Crédit Agricole Corporate & Investment Bank April 2011 - August 2013
Merrill Lynch February 2010 - July 2010
Goldman Sachs June 2009 - August 2009
Skills
Corporate Finance, Investment Banking, Capital Markets, Financial Modeling, Structured Finance, Valuation, Financial Markets, Financial Analysis, Bloomberg, Emerging Markets, Equities, Structured Products, Private Equity, French, Portfolio Management, Credit Analysis, Risk Management, Hedge Funds, Finance, Finance d'entreprise, Banque d'investissement, Analyse financière, Modélisation financière
Education
New York University 2010 — 2011
Master of Fine Arts (M.F.A.), Exchange Program Graduate School of Arts and Science
Sciences Po 2008 — 2010
Master II, Finance and International Business
Université Paris Dauphine 2007 — 2008
Double Master, Applied Economics and Political Sciences
Hypokhâgne - Khâgne 2004 — 2007
Licence, Preparatory School in Arts and Literature for French Ivy League
Université Paris 1 Panthéon-Sorbonne 2004 — 2007
Double Licence, Geopolitics and History
Sciences Po
Master's degree, Finance internationale
Sciences Po
Crédit Agricole CIB September 2015 - Present
Crédit Agricole CIB September 2013 - Present
Crédit Agricole Corporate & Investment Bank April 2011 - August 2013
Merrill Lynch February 2010 - July 2010
Goldman Sachs June 2009 - August 2009
Skills
Corporate Finance, Investment Banking, Capital Markets, Financial Modeling, Structured Finance, Valuation, Financial Markets, Financial Analysis, Bloomberg, Emerging Markets, Equities, Structured Products, Private Equity, French, Portfolio Management, Credit Analysis, Risk Management, Hedge Funds, Finance, Finance d'entreprise, Banque d'investissement, Analyse financière, Modélisation financière
Education
New York University 2010 — 2011
Master of Fine Arts (M.F.A.), Exchange Program Graduate School of Arts and Science
Sciences Po 2008 — 2010
Master II, Finance and International Business
Université Paris Dauphine 2007 — 2008
Double Master, Applied Economics and Political Sciences
Hypokhâgne - Khâgne 2004 — 2007
Licence, Preparatory School in Arts and Literature for French Ivy League
Université Paris 1 Panthéon-Sorbonne 2004 — 2007
Double Licence, Geopolitics and History
Sciences Po
Master's degree, Finance internationale
Sciences Po
Leo Camo Leo Camo's Merrill Lynch Experience 1998 - 2000
Job Analyst, Marketing and Client Service at Pugh Capital Management, Inc.
Industry Financial Services
Experience
Pugh Capital Management, Inc. February 2013 - Present
The Pacific Financial Group, Inc. October 2010 - February 2013
Rigel Capital, LLC 2000 - 2010
Merrill Lynch 1998 - 2000
US Bancorp Securities 1993 - 1998
Skills
System Administration, Database Administration, Financial Reporting, Marketing Communications, Project Management, System Conversion, Trading Systems, Portfolio Management, Desktop Publishing, Axys, Moxy, CRM, Microsoft Office, Adobe Creative Suite, Factset, Orion, Baseline, Vestek, Series 7, Marketing, Financial Services
Education
Seattle Central College
Associates Degree, Business Administration
Pugh Capital Management, Inc. February 2013 - Present
The Pacific Financial Group, Inc. October 2010 - February 2013
Rigel Capital, LLC 2000 - 2010
Merrill Lynch 1998 - 2000
US Bancorp Securities 1993 - 1998
Skills
System Administration, Database Administration, Financial Reporting, Marketing Communications, Project Management, System Conversion, Trading Systems, Portfolio Management, Desktop Publishing, Axys, Moxy, CRM, Microsoft Office, Adobe Creative Suite, Factset, Orion, Baseline, Vestek, Series 7, Marketing, Financial Services
Education
Seattle Central College
Associates Degree, Business Administration
Muriel Malka Muriel Malka's Merrill Lynch Experience November 1993 - March 2000
Job Head of M&A at Advance Publications (Conde Nast, Brighthouse, etc)
Industry Entertainment
Experience
Advance Publications (Conde Nast, Brighthouse, etc) 2012 - Present
NBC Universal May 2000 - June 2012
Merrill Lynch November 1993 - March 2000
Credit Lyonnais Securities June 1993 - November 1993
Skills
Investment Banking, Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Strategy, M&A experience, Mobile Devices, Business Strategy, French, Financial Analysis, Capital Markets, Management Consulting, Investments, Due Diligence, Project Finance, Marketing Strategy, Restructuring, Business Development
Education
Université Paris Dauphine 1992 — 1993
DESS, Finance d'Entreprise
Institut d'Etudes politiques de Paris 1989 — 1992
Diplome, Sciences Po Paris
Lycee Janson de Sailly 1987 — 1989
Kagne S, Economy and Sciences
Lycee Jules Ferry 1981 — 1987
Highschool, General
Advance Publications (Conde Nast, Brighthouse, etc) 2012 - Present
NBC Universal May 2000 - June 2012
Merrill Lynch November 1993 - March 2000
Credit Lyonnais Securities June 1993 - November 1993
Skills
Investment Banking, Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Strategy, M&A experience, Mobile Devices, Business Strategy, French, Financial Analysis, Capital Markets, Management Consulting, Investments, Due Diligence, Project Finance, Marketing Strategy, Restructuring, Business Development
Education
Université Paris Dauphine 1992 — 1993
DESS, Finance d'Entreprise
Institut d'Etudes politiques de Paris 1989 — 1992
Diplome, Sciences Po Paris
Lycee Janson de Sailly 1987 — 1989
Kagne S, Economy and Sciences
Lycee Jules Ferry 1981 — 1987
Highschool, General
![Rob Patterson [LION]](https://cdn.bearsofficialsstore.com/li/webp/79597422.webp)
Rob Patterson [LION] Rob Patterson [LION]'s Merrill Lynch Experience December 2011 - April 2012
Job Unrestricted Free Agent
Industry Financial Services
Experience
Merrill Edge March 2014 - May 2014
WageWorks December 2012 - November 2013
Merrill Lynch December 2011 - April 2012
Vanguard November 2007 - May 2010
Vanguard February 2003 - November 2007
Vanguard June 1998 - February 2003
Vanguard June 1997 - June 1998
The Antigua Group, Inc. 1984 - 1990
Skills
Account Reconciliation, CRM, Time Management, Business Development, Portfolio Management, Financial Services, Call Center, Securities, Fixed Annuities, Process Improvement, Mutual Funds, FINRA, Retirement, Employee Benefits, Asset Allocation, Series 6, Vendor Management, Customer Satisfaction, Series 63, Team Building, Loans, Team Leadership, Retirement Planning, Coaching, Benefits Administration, Problem Management, Mentoring, Leadership, ETFs, 401k, Strategic Financial..., Investments, Wealth Management, Relationship Management, Interviews, Insurance, Series 7, Risk Management, Management, Training, Financial Advisory, Health Insurance, Access, Recruiting, Financial Analysis, Applicant Tracking..., Call Centers
Education
Scottsdale Community College 1984 — 1994
Associate of Arts
Arcadia High School 1982 — 1984
Diploma
Merrill Edge March 2014 - May 2014
WageWorks December 2012 - November 2013
Merrill Lynch December 2011 - April 2012
Vanguard November 2007 - May 2010
Vanguard February 2003 - November 2007
Vanguard June 1998 - February 2003
Vanguard June 1997 - June 1998
The Antigua Group, Inc. 1984 - 1990
Skills
Account Reconciliation, CRM, Time Management, Business Development, Portfolio Management, Financial Services, Call Center, Securities, Fixed Annuities, Process Improvement, Mutual Funds, FINRA, Retirement, Employee Benefits, Asset Allocation, Series 6, Vendor Management, Customer Satisfaction, Series 63, Team Building, Loans, Team Leadership, Retirement Planning, Coaching, Benefits Administration, Problem Management, Mentoring, Leadership, ETFs, 401k, Strategic Financial..., Investments, Wealth Management, Relationship Management, Interviews, Insurance, Series 7, Risk Management, Management, Training, Financial Advisory, Health Insurance, Access, Recruiting, Financial Analysis, Applicant Tracking..., Call Centers
Education
Scottsdale Community College 1984 — 1994
Associate of Arts
Arcadia High School 1982 — 1984
Diploma
Dominic Ruby's Merrill Lynch Experience 2009 - August 2012
Job Financial Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc August 2012 - Present
Merrill Lynch 2009 - August 2012
Education
SDA Bocconi 2008 — 2009
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Finance
UBS Financial Services, Inc August 2012 - Present
Merrill Lynch 2009 - August 2012
Education
SDA Bocconi 2008 — 2009
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Finance
Jill Guthrie Jill Guthrie's Merrill Lynch Experience May 2012 - August 2012
Job Management Associate at Carrington Mortgage Holdings
Industry Financial Services
Experience
Carrington Mortgage Holdings February 2014 - Present
French-American Chamber of Commerce of the Pacific Northwest January 2013 - August 2013
University of Washington September 2012 - June 2013
Merrill Lynch May 2012 - August 2012
T.D. Wang Advertising Group, LLC January 2012 - April 2012
Skills
Marketing Strategy, Social Media Marketing, Investments, Advertising, Qualitative Research, Forecasting, Entrepreneurship, International Relations, Analysis, Strategic Planning, Event Management, Editing, Microsoft Excel, Strategy
Education
University of Washington, Michael G. Foster School of Business 2009 — 2013
Bachelor of Arts (BA), Finance, International Business
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2012
International Economics, Finance, Law
University of Washington 2009 — 2013
Bachelor of Arts (BA), French Language and Literature
Carrington Mortgage Holdings February 2014 - Present
French-American Chamber of Commerce of the Pacific Northwest January 2013 - August 2013
University of Washington September 2012 - June 2013
Merrill Lynch May 2012 - August 2012
T.D. Wang Advertising Group, LLC January 2012 - April 2012
Skills
Marketing Strategy, Social Media Marketing, Investments, Advertising, Qualitative Research, Forecasting, Entrepreneurship, International Relations, Analysis, Strategic Planning, Event Management, Editing, Microsoft Excel, Strategy
Education
University of Washington, Michael G. Foster School of Business 2009 — 2013
Bachelor of Arts (BA), Finance, International Business
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2012
International Economics, Finance, Law
University of Washington 2009 — 2013
Bachelor of Arts (BA), French Language and Literature
Tony Khawam Tony Khawam's Merrill Lynch Experience March 2000 - August 2002
Job Creative Marketing Manager
Industry Marketing and Advertising
Experience
ARA, A Newmark Company September 2015 - Present
Cushman & Wakefield July 2011 - August 2015
Freelance Art Director / Project Manager September 2002 - June 2011
Merrill Lynch March 2000 - August 2002
MetLife March 1992 - March 2000
Skills
Marketing, E-commerce, Project Management, Digital Marketing, Online Advertising, Advertising, Email Marketing, Digital Strategy, Direct Marketing, Integrated Marketing, Social Media Marketing, Marketing Strategy, Online Marketing, Digital Media, Mobile Marketing, Graphic Design, Logo Design, Creative Strategy, Marketing Communications, Corporate Branding, Creative Direction, Web Design, Brand Development, Direct Mail, Interactive Marketing, Brand Management, Management, Social Media
Education
School of Visual Arts 1979 — 1983
BFA, Graphic Communications
The School of Visual Arts
Bachelor of Fine Arts (BFA), Marketing
ARA, A Newmark Company September 2015 - Present
Cushman & Wakefield July 2011 - August 2015
Freelance Art Director / Project Manager September 2002 - June 2011
Merrill Lynch March 2000 - August 2002
MetLife March 1992 - March 2000
Skills
Marketing, E-commerce, Project Management, Digital Marketing, Online Advertising, Advertising, Email Marketing, Digital Strategy, Direct Marketing, Integrated Marketing, Social Media Marketing, Marketing Strategy, Online Marketing, Digital Media, Mobile Marketing, Graphic Design, Logo Design, Creative Strategy, Marketing Communications, Corporate Branding, Creative Direction, Web Design, Brand Development, Direct Mail, Interactive Marketing, Brand Management, Management, Social Media
Education
School of Visual Arts 1979 — 1983
BFA, Graphic Communications
The School of Visual Arts
Bachelor of Fine Arts (BFA), Marketing
Carrie McKay-Vallone Carrie McKay-Vallone's Merrill Lynch Experience July 2015 - Present
Job Vice President Channel Integration Manager
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch 2004 - July 2015
Merrill Lynch Insurance Group 1994 - 1997
MassMutual Financial Group 1992 - 1994
Skills
Series 7, Investments, Project Management, Strategic Financial..., Relationship Management, Process Improvement, Business Relationship..., Retirement, Insurance, Change Management, Salesforce.com, Financial Modeling
Education
North Adams State
Sawyer School
Business Administration and Management, General
Merrill Lynch July 2015 - Present
Merrill Lynch 2004 - July 2015
Merrill Lynch Insurance Group 1994 - 1997
MassMutual Financial Group 1992 - 1994
Skills
Series 7, Investments, Project Management, Strategic Financial..., Relationship Management, Process Improvement, Business Relationship..., Retirement, Insurance, Change Management, Salesforce.com, Financial Modeling
Education
North Adams State
Sawyer School
Business Administration and Management, General
Tim Hentzell Tim Hentzell's Merrill Lynch Experience September 2005 - December 2008
Job Humor Management
Industry Entertainment
Experience
The Funny Line January 1992 - Present
Convergys 2014 - 2014
Convergys 2014 - 2014
Convergys 2014 - 2014
Convergys 2014 - 2014
Navy Gateway Inns and Suites January 2009 - January 2013
Merrill Lynch September 2005 - December 2008
Skills
Budgets, Event Management, Operations Management, Process Scheduler, Management, Food & Beverage, Project Planning, Project Management, Contract Management
Education
Seminole State College of Florida 1976 — 1977
Business Management
The Funny Line January 1992 - Present
Convergys 2014 - 2014
Convergys 2014 - 2014
Convergys 2014 - 2014
Convergys 2014 - 2014
Navy Gateway Inns and Suites January 2009 - January 2013
Merrill Lynch September 2005 - December 2008
Skills
Budgets, Event Management, Operations Management, Process Scheduler, Management, Food & Beverage, Project Planning, Project Management, Contract Management
Education
Seminole State College of Florida 1976 — 1977
Business Management
Alexander Popowich Alexander Popowich's Merrill Lynch Experience June 2013 - Present
Job Financial Services Associate, CSNA at Merrill Lynch
Industry Banking
Experience
Merrill Lynch June 2013 - Present
Merrill Lynch October 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management
Education
The George Washington University - School of Business 2002 — 2006
BBA, Finance
Sciences Po 2004 — 2004
International Finance & Economics
Merrill Lynch June 2013 - Present
Merrill Lynch October 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management
Education
The George Washington University - School of Business 2002 — 2006
BBA, Finance
Sciences Po 2004 — 2004
International Finance & Economics
Alan Brooks Alan Brooks's Merrill Lynch Experience 1992 - 1996
Job Branding | Identity | Graphic Design
Industry Design
Experience
Alan Brooks Creative October 2011 - Present
The College of New Jersey September 2003 - Present
Verge180 January 2006 - October 2011
Alan Brooks Design 1992 - 2006
The College of New Jersey 2002 - 2005
Merrill Lynch 1992 - 1996
Brooks Champion 1986 - 1992
Homs Champion Brooks 1981 - 1986
Showtime Networks 1980 - 1981
CBS Television Distribution 1977 - 1980
Skills
Logo Design, Corporate Identity, Graphic Design, Adobe Creative Suite, Art Direction, Typography, InDesign, Illustrator, Brochures, Creative Direction, Web Design, Packaging, Visual Communication, Corporate Branding, Layout, Graphics, Illustration, Interaction Design, Advertising, Motion Graphics, Branding & Identity, Website Development, Brand Development, Posters, QuarkXPress, Art, Creative Strategy, Mac, Direct Mail, Adobe Acrobat, Collateral, Image Manipulation, Book Design
Education
School of Visual Arts 1973 — 1977
BFA, Graphic Design
The College of New Jersey
Alan Brooks Creative October 2011 - Present
The College of New Jersey September 2003 - Present
Verge180 January 2006 - October 2011
Alan Brooks Design 1992 - 2006
The College of New Jersey 2002 - 2005
Merrill Lynch 1992 - 1996
Brooks Champion 1986 - 1992
Homs Champion Brooks 1981 - 1986
Showtime Networks 1980 - 1981
CBS Television Distribution 1977 - 1980
Skills
Logo Design, Corporate Identity, Graphic Design, Adobe Creative Suite, Art Direction, Typography, InDesign, Illustrator, Brochures, Creative Direction, Web Design, Packaging, Visual Communication, Corporate Branding, Layout, Graphics, Illustration, Interaction Design, Advertising, Motion Graphics, Branding & Identity, Website Development, Brand Development, Posters, QuarkXPress, Art, Creative Strategy, Mac, Direct Mail, Adobe Acrobat, Collateral, Image Manipulation, Book Design
Education
School of Visual Arts 1973 — 1977
BFA, Graphic Design
The College of New Jersey
Karin Barbieri Karin Barbieri's Merrill Lynch Experience January 2010 - July 2012
Job COTA/L at Therapy Rehabilitation Services, Inc.
Industry Hospital & Health Care
Experience
TRS Staffing Solutions August 2013 - Present
SYNERTX December 2012 - Present
Mesa Public Schools August 2012 - May 2013
Merrill Lynch January 2010 - July 2012
Mesa Public Schools February 2012 - March 2012
Bank of America 2003 - December 2009
Skills
Therapists, Medicare, Elder Care, Rehab, Medicaid, Geriatric Rehabilitation, Mental Health, Handwriting Without..., Splinting, Acute Rehabilitation, Bal-A-Vis-X
Education
Brown Mackie College-Arizona 2011 — 2012
Associate of Applied Science, Occupational Therapist Assistant
Scottsdale Community College 2008 — 2010
Associate in Arts Degree, Accounting and Related Services
TRS Staffing Solutions August 2013 - Present
SYNERTX December 2012 - Present
Mesa Public Schools August 2012 - May 2013
Merrill Lynch January 2010 - July 2012
Mesa Public Schools February 2012 - March 2012
Bank of America 2003 - December 2009
Skills
Therapists, Medicare, Elder Care, Rehab, Medicaid, Geriatric Rehabilitation, Mental Health, Handwriting Without..., Splinting, Acute Rehabilitation, Bal-A-Vis-X
Education
Brown Mackie College-Arizona 2011 — 2012
Associate of Applied Science, Occupational Therapist Assistant
Scottsdale Community College 2008 — 2010
Associate in Arts Degree, Accounting and Related Services
Catherine Sambula Catherine Sambula's Merrill Lynch Experience July 2005 - April 2009
Job Senior UI Developer at Bloomingdale's
Industry Computer Software
Experience
Bloomingdale's April 2013 - Present
Time Inc. May 2012 - March 2013
City of New York - DoITT April 2009 - April 2012
Merrill Lynch July 2005 - April 2009
Sarah Lawrence College September 2003 - May 2005
Sarah Lawrence College 2002 - 2005
Merrill Lynch May 2004 - August 2004
National Science Foundation May 2003 - August 2003
Skills
Content Management, .NET, JSP, HTML, CSS, JavaScript, MySQL, PHP, SEO, Software Documentation, Testing, Visual Basic, Web Applications
Education
Sarah Lawrence College 2001 — 2005
BA, Liberal Arts, Computer Science
Fieldston
Bloomingdale's April 2013 - Present
Time Inc. May 2012 - March 2013
City of New York - DoITT April 2009 - April 2012
Merrill Lynch July 2005 - April 2009
Sarah Lawrence College September 2003 - May 2005
Sarah Lawrence College 2002 - 2005
Merrill Lynch May 2004 - August 2004
National Science Foundation May 2003 - August 2003
Skills
Content Management, .NET, JSP, HTML, CSS, JavaScript, MySQL, PHP, SEO, Software Documentation, Testing, Visual Basic, Web Applications
Education
Sarah Lawrence College 2001 — 2005
BA, Liberal Arts, Computer Science
Fieldston
Melvin Pretlow II Melvin Pretlow II's Merrill Lynch Experience June 2008 - August 2008
Job Senior Financial Analyst at Egencia, an Expedia company
Industry Investment Management
Experience
Egencia, an Expedia company November 2014 - Present
Bellwether Housing September 2014 - October 2014
Symetra May 2014 - August 2014
Microsoft May 2013 - April 2014
Microsoft February 2012 - March 2013
Guidant Financial Group 2011 - 2012
EastSide Charter School June 2009 - August 2010
Seattle University Investment Club June 2008 - June 2009
Merrill Lynch June 2008 - August 2008
Marsh June 2007 - August 2007
Skills
Asset Managment, Finance, Research, Investments, Risk Management, Portfolio Management, Analysis, Financial Forecasting, Asset Management, Training, Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Financial Variance..., Strategy, Process Improvement, CRM, Auditing
Education
Seattle University 2005 — 2009
Bachelors of Arts in Business Administration, Finance & Business Economics
Egencia, an Expedia company November 2014 - Present
Bellwether Housing September 2014 - October 2014
Symetra May 2014 - August 2014
Microsoft May 2013 - April 2014
Microsoft February 2012 - March 2013
Guidant Financial Group 2011 - 2012
EastSide Charter School June 2009 - August 2010
Seattle University Investment Club June 2008 - June 2009
Merrill Lynch June 2008 - August 2008
Marsh June 2007 - August 2007
Skills
Asset Managment, Finance, Research, Investments, Risk Management, Portfolio Management, Analysis, Financial Forecasting, Asset Management, Training, Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Financial Variance..., Strategy, Process Improvement, CRM, Auditing
Education
Seattle University 2005 — 2009
Bachelors of Arts in Business Administration, Finance & Business Economics
Gail Doerfling Gail Doerfling's Merrill Lynch Experience September 1977 - August 1987
Job Associate Broker at Coldwell Banker Preferred Realtors
Industry Real Estate
Experience
Asset Recovery Group, LLC Associate BrokerColdwell Banker Preferred RealtorsFebruary 2012 - Present
SmartLink Homes, LLC January 2000 - Present
ERA Country Ridge January 2010 - February 2012
Merrill Lynch September 1977 - August 1987
Education
Schoolcraft College 1980 — 1982
Asset Recovery Group, LLC Associate BrokerColdwell Banker Preferred RealtorsFebruary 2012 - Present
SmartLink Homes, LLC January 2000 - Present
ERA Country Ridge January 2010 - February 2012
Merrill Lynch September 1977 - August 1987
Education
Schoolcraft College 1980 — 1982
Evy Okerstrom Evy Okerstrom's Merrill Lynch Experience June 1996 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Center for Quality People and Organizations, Inc July 2009 - July 2009
Merrill Lynch June 1996 - April 2009
Merrill Lynch June 1996 - April 2009
Wachovia Securities, LLC November 1988 - June 1996
Education
Savannah State University 1984 — 1988
BBA, Business Management
Savannah State University
Center for Quality People and Organizations, Inc July 2009 - July 2009
Merrill Lynch June 1996 - April 2009
Merrill Lynch June 1996 - April 2009
Wachovia Securities, LLC November 1988 - June 1996
Education
Savannah State University 1984 — 1988
BBA, Business Management
Savannah State University
Cindy Buckman Cindy Buckman's Merrill Lynch Experience October 2006 - January 2009
Job Office Manager, Licensed Sales Assistant
Industry Executive Office
Experience
BMC Racing Team January 2009 - November 2012
Merrill Lynch October 2006 - January 2009
Sonoma County University of California Cooperative Extension (off-season temporary position) 2004 - 2005
Pet Care Veterinary Hospital (off-season temporary position) 2003 - 2004
Valley of the Moon Winery and Vineyards (off-season temporary position) 2001 - 2002
Dain Rauscher Corporation 1998 - 2000
Dain Rauscher Corporation 1987 - 1998
Skills
Project Management, Logistics, Marketing Liason, Collaboration, Problem Solving, International &..., Medical Compliance, Accounts..., Quarterly Reporting, Payroll Services, Phone System..., Conference Facilitation, Regulatory Filings, Employee Benefits, Office Management, Customer Service, Advertising
Education
Merrill Lynch (sponsored) 2008 — 2010
Series 7 Licensed
Dain Rauscher (sponsored) 1991 — 2001
Series 7 and 63 Licensed / Notary Public
Seattle Central Community College 1984 — 1985
Accounting
North Seattle Community College
Accounting
BMC Racing Team January 2009 - November 2012
Merrill Lynch October 2006 - January 2009
Sonoma County University of California Cooperative Extension (off-season temporary position) 2004 - 2005
Pet Care Veterinary Hospital (off-season temporary position) 2003 - 2004
Valley of the Moon Winery and Vineyards (off-season temporary position) 2001 - 2002
Dain Rauscher Corporation 1998 - 2000
Dain Rauscher Corporation 1987 - 1998
Skills
Project Management, Logistics, Marketing Liason, Collaboration, Problem Solving, International &..., Medical Compliance, Accounts..., Quarterly Reporting, Payroll Services, Phone System..., Conference Facilitation, Regulatory Filings, Employee Benefits, Office Management, Customer Service, Advertising
Education
Merrill Lynch (sponsored) 2008 — 2010
Series 7 Licensed
Dain Rauscher (sponsored) 1991 — 2001
Series 7 and 63 Licensed / Notary Public
Seattle Central Community College 1984 — 1985
Accounting
North Seattle Community College
Accounting
Rebecca Kasoff's Merrill Lynch Experience April 1985 - Present
Job Sr Registered Assocciate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1985 - Present
Lapin, Totz and Mayer May 1982 - August 1983
Skills
Series 63, Wealth Management, Financial Advisory, Series 7, Portfolio Management, Public Speaking, Strategic Planning, Investments, Insurance, Financial Analysis, Due Diligence, Finance, Disability Insurance, Executive Management, Securities, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Services, Budgets, IRAs, 401k
Education
HSPVA 1977 — 1980
drama
The College of Santa Fe
Drama
Merrill Lynch April 1985 - Present
Lapin, Totz and Mayer May 1982 - August 1983
Skills
Series 63, Wealth Management, Financial Advisory, Series 7, Portfolio Management, Public Speaking, Strategic Planning, Investments, Insurance, Financial Analysis, Due Diligence, Finance, Disability Insurance, Executive Management, Securities, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Services, Budgets, IRAs, 401k
Education
HSPVA 1977 — 1980
drama
The College of Santa Fe
Drama
Penghan Sun Penghan Sun's Merrill Lynch Experience Trade AssistantAmerican Trading InternationalMay 2007 - December 2007
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Trade AssistantAmerican Trading InternationalMay 2007 - December 2007
Education
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Finance
Santa Monica College 2004 — 2006
A.A., Business
Merrill Lynch Trade AssistantAmerican Trading InternationalMay 2007 - December 2007
Education
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Finance
Santa Monica College 2004 — 2006
A.A., Business
Sabrina Antonopoulos Sabrina Antonopoulos's Merrill Lynch Experience 2001 - 2010
Job AVP, Human Resources at TD
Industry Banking
Experience
TD September 2014 - Present
TD January 2013 - Present
TD Bank Group August 2010 - December 2012
Merrill Lynch 2001 - 2010
Skills
Human Resources, Talent Management, Management, HRIS, Employee Engagement, Performance Management, Employee Relations, Strategy, Team Management, Recruiting, Succession Planning, Business Strategy, Change Management, Talent Acquisition, Personnel Management, Program Management, Deferred Compensation, Business Process, Vendor Management, HR Policies, Leadership
Education
York University 1991 — 1995
Bachelor of Arts (B.A.)
Seneca College of Applied Arts and Technology
Certification in Human Resources
TD September 2014 - Present
TD January 2013 - Present
TD Bank Group August 2010 - December 2012
Merrill Lynch 2001 - 2010
Skills
Human Resources, Talent Management, Management, HRIS, Employee Engagement, Performance Management, Employee Relations, Strategy, Team Management, Recruiting, Succession Planning, Business Strategy, Change Management, Talent Acquisition, Personnel Management, Program Management, Deferred Compensation, Business Process, Vendor Management, HR Policies, Leadership
Education
York University 1991 — 1995
Bachelor of Arts (B.A.)
Seneca College of Applied Arts and Technology
Certification in Human Resources
Louis Wellmeier Louis Wellmeier's Merrill Lynch Experience 2008 - 2010
Job CoFounder: InspiredLegacies.com
Industry Financial Services
Experience
InspiredLegacies.com December 2014 - Present
Unleashing Generosity October 2014 - Present
Wellmeier Family 2011 - November 2014
Epitomics - an Abcam Company November 2013 - December 2013
Undue Influence in a Will Project January 2012 - January 2013
Northwestern Mutual 2010 - 2011
Merrill Lynch 2008 - 2010
Indymac Bank and MILA, Inc. 2006 - 2008
Wellmeier & Scott Consulting 2004 - 2006
NetManage 2000 - 2004
Skills
Private Wealth..., Wealth, Wealth Management, Value Investing, Equity Research, Dividends, High Net Worth..., Comprehensive Wealth..., Investment Selection, Retirement Plan..., Retirement Income..., Investment Advisory, Risk Management, Market Risk, Wealth Preservation, Life Planning, Wealth Preservation..., Asset Protection, Wealth Transfer, Insurance Strategies, Insurance Consulting, Estate Tax Planning, Client Education, Risk Financing, Insurance Planning, Education Savings, Retirement Solutions, Personal Planning, Client Service, Client Loyalty, Financial Planners, Insurance, Wealth Management..., Trusts, Asset Allocation, Investment Strategies, Will Fraud, Intentional..., Will invalidated due to..., Finance, Financial Advisory, Retirement Planning, Portfolio Management, Retirement, Investment Management, Alternative Investments, Series 7, 401k, Securities, Series 63
Education
Seattle University School of Law 1996 — 1999
Juris Doctor, Wills, Trusts and Estates
Seattle University 1993 — 1996
B.A., Marketing, Entertainment Finance
Licensed in California, Washington, Texas and Georgia. 2007 — 2010
Securities Licenses: Series 7, 66 and California Insurance
Wittenberg University 1988 — 1990
Liberal Arts, Liberal Arts
InspiredLegacies.com December 2014 - Present
Unleashing Generosity October 2014 - Present
Wellmeier Family 2011 - November 2014
Epitomics - an Abcam Company November 2013 - December 2013
Undue Influence in a Will Project January 2012 - January 2013
Northwestern Mutual 2010 - 2011
Merrill Lynch 2008 - 2010
Indymac Bank and MILA, Inc. 2006 - 2008
Wellmeier & Scott Consulting 2004 - 2006
NetManage 2000 - 2004
Skills
Private Wealth..., Wealth, Wealth Management, Value Investing, Equity Research, Dividends, High Net Worth..., Comprehensive Wealth..., Investment Selection, Retirement Plan..., Retirement Income..., Investment Advisory, Risk Management, Market Risk, Wealth Preservation, Life Planning, Wealth Preservation..., Asset Protection, Wealth Transfer, Insurance Strategies, Insurance Consulting, Estate Tax Planning, Client Education, Risk Financing, Insurance Planning, Education Savings, Retirement Solutions, Personal Planning, Client Service, Client Loyalty, Financial Planners, Insurance, Wealth Management..., Trusts, Asset Allocation, Investment Strategies, Will Fraud, Intentional..., Will invalidated due to..., Finance, Financial Advisory, Retirement Planning, Portfolio Management, Retirement, Investment Management, Alternative Investments, Series 7, 401k, Securities, Series 63
Education
Seattle University School of Law 1996 — 1999
Juris Doctor, Wills, Trusts and Estates
Seattle University 1993 — 1996
B.A., Marketing, Entertainment Finance
Licensed in California, Washington, Texas and Georgia. 2007 — 2010
Securities Licenses: Series 7, 66 and California Insurance
Wittenberg University 1988 — 1990
Liberal Arts, Liberal Arts
Kevin Shin Kevin Shin's Merrill Lynch Experience January 2000 - May 2000
Job Director, Sales Integration (Trade Spend)
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies December 2010 - Present
20th Century Fox November 2008 - November 2010
20th Century Fox March 2005 - November 2008
Wexler Corporation August 2002 - March 2005
Merrill Lynch January 2000 - May 2000
Skills
Competitive Analysis, Forecasting, Financial Analysis, Analytics, Financial Modeling, Business Strategy, Data Analysis, Finance, Budgets, Management, Strategic Partnerships, Market Research, Business Development, Digital Media, Strategy, Business Intelligence, Business Analysis, Project Management, Business Planning, Cross-functional Team..., Strategic Planning, Process Improvement
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA) candidate
Seoul National University
International Study Abroad Program
University of Southern California - Marshall School of Business
Business Administration, Corporate Finance
Warner Bros. Entertainment Group of Companies December 2010 - Present
20th Century Fox November 2008 - November 2010
20th Century Fox March 2005 - November 2008
Wexler Corporation August 2002 - March 2005
Merrill Lynch January 2000 - May 2000
Skills
Competitive Analysis, Forecasting, Financial Analysis, Analytics, Financial Modeling, Business Strategy, Data Analysis, Finance, Budgets, Management, Strategic Partnerships, Market Research, Business Development, Digital Media, Strategy, Business Intelligence, Business Analysis, Project Management, Business Planning, Cross-functional Team..., Strategic Planning, Process Improvement
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA) candidate
Seoul National University
International Study Abroad Program
University of Southern California - Marshall School of Business
Business Administration, Corporate Finance
Jesse Wiley Jesse Wiley's Merrill Lynch Experience September 2012 - June 2013
Job
Industry Financial Services
Experience
- February 2015 - Present
Merrill Lynch September 2012 - June 2013
Santa Rosa Junior College January 2008 - January 2009
Skills
Time Management, Customer Service, PowerPoint, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Teamwork, Outlook, Financial Analysis, Social Networking, Leadership, Public Speaking, Event Planning
Education
Sonoma State University 2011 — 2013
Bachelor of Science (BS), Finance, General
Santa Rosa Junior College 2008 — 2011
Associate of Arts (AA), Business Administration
- February 2015 - Present
Merrill Lynch September 2012 - June 2013
Santa Rosa Junior College January 2008 - January 2009
Skills
Time Management, Customer Service, PowerPoint, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Teamwork, Outlook, Financial Analysis, Social Networking, Leadership, Public Speaking, Event Planning
Education
Sonoma State University 2011 — 2013
Bachelor of Science (BS), Finance, General
Santa Rosa Junior College 2008 — 2011
Associate of Arts (AA), Business Administration
Nico Sforza Nico Sforza's Merrill Lynch Experience May 2008 - September 2008
Job Production Assistant at Hawk House Productions
Industry Photography
Experience
Hawk House Productions April 2015 - Present
Self-employed 2010 - Present
Go Studios 2011 - Present
Robin Broadbent Studio October 2013 - May 2014
Nicholas Duers Photography May 2013 - August 2013
Hearst Studio D August 2011 - December 2011
Merrill Lynch May 2008 - September 2008
Skills
Digital Photography, Photography, Lighting, Photoshop, Mac, Commercial Photography, Lightroom, Fine Art Photography, Image Editing, Studio Lighting, Image Manipulation
Education
School of Visual Arts 2010 — 2014
Bachelor of Fine Arts (BFA) Photography, Photography
School of Visual Arts 2010 — 2014
BFA Photography, Photography
Hawk House Productions April 2015 - Present
Self-employed 2010 - Present
Go Studios 2011 - Present
Robin Broadbent Studio October 2013 - May 2014
Nicholas Duers Photography May 2013 - August 2013
Hearst Studio D August 2011 - December 2011
Merrill Lynch May 2008 - September 2008
Skills
Digital Photography, Photography, Lighting, Photoshop, Mac, Commercial Photography, Lightroom, Fine Art Photography, Image Editing, Studio Lighting, Image Manipulation
Education
School of Visual Arts 2010 — 2014
Bachelor of Fine Arts (BFA) Photography, Photography
School of Visual Arts 2010 — 2014
BFA Photography, Photography
Forrest Moore Forrest Moore's Merrill Lynch Experience April 1997 - December 2001
Job Account Executive at PipelineDeals
Industry Information Technology and Services
Experience
PipelineDeals January 2014 - Present
NOVA Digital Signs January 2012 - August 2014
Guidant Financial Group June 2004 - May 2013
Market Leader December 2001 - June 2004
Merrill Lynch April 1997 - December 2001
Skills
Start-ups, Investments, Strategic Financial..., Salesforce.com, Strategic Planning, Insurance, Entrepreneurship, New Business Development, Small Business, Mergers, Financial Analysis, Account Management, Management, Team Building, Team Leadership, Mergers & Acquisitions, Selling, Marketing, CRM, Leadership, Sales, Product Development, Consulting, Business Development, Customer Service, Financial Services, Business Planning, Strategy, Training, Email Marketing, Finance
Education
University of Phoenix 2002 — 2003
Marketing
Seattle Central Community College 1995 — 1997
Associate's degree, History
PipelineDeals January 2014 - Present
NOVA Digital Signs January 2012 - August 2014
Guidant Financial Group June 2004 - May 2013
Market Leader December 2001 - June 2004
Merrill Lynch April 1997 - December 2001
Skills
Start-ups, Investments, Strategic Financial..., Salesforce.com, Strategic Planning, Insurance, Entrepreneurship, New Business Development, Small Business, Mergers, Financial Analysis, Account Management, Management, Team Building, Team Leadership, Mergers & Acquisitions, Selling, Marketing, CRM, Leadership, Sales, Product Development, Consulting, Business Development, Customer Service, Financial Services, Business Planning, Strategy, Training, Email Marketing, Finance
Education
University of Phoenix 2002 — 2003
Marketing
Seattle Central Community College 1995 — 1997
Associate's degree, History
Susan (Hopper) Sipich Susan (Hopper) Sipich's Merrill Lynch Experience January 1989 - January 2000
Job Manager, User Experience at Workday
Industry Online Media
Experience
Workday May 2013 - Present
Barnes & Noble April 2012 - February 2013
Saba July 2010 - April 2012
LEVEL Studios March 2010 - July 2010
AlikeList.com March 2009 - November 2009
Care2 July 2007 - November 2008
AOL June 2004 - July 2007
Digitas June 2000 - June 2002
Merrill Lynch January 1989 - January 2000
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, Heuristic Evaluation, User-centered Design, Usability Testing, Usability, Experience Design, User Experience Design, Mobile Applications, Information Design, Project Management, Design Management, Design Strategy, Creative Direction, Product Development, Front-end, Web Design, User Research, Persona, Wireframes, Mobile Design, Wire Framing, Usability Engineering, User Scenarios, Contextual Inquiry, Visual Design, Human Computer..., Task Analysis, OmniGraffle, Paper Prototyping, User Interface
Education
School of Visual Arts 1998 — 1999
Design and Visual Communications, General
Workday May 2013 - Present
Barnes & Noble April 2012 - February 2013
Saba July 2010 - April 2012
LEVEL Studios March 2010 - July 2010
AlikeList.com March 2009 - November 2009
Care2 July 2007 - November 2008
AOL June 2004 - July 2007
Digitas June 2000 - June 2002
Merrill Lynch January 1989 - January 2000
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, Heuristic Evaluation, User-centered Design, Usability Testing, Usability, Experience Design, User Experience Design, Mobile Applications, Information Design, Project Management, Design Management, Design Strategy, Creative Direction, Product Development, Front-end, Web Design, User Research, Persona, Wireframes, Mobile Design, Wire Framing, Usability Engineering, User Scenarios, Contextual Inquiry, Visual Design, Human Computer..., Task Analysis, OmniGraffle, Paper Prototyping, User Interface
Education
School of Visual Arts 1998 — 1999
Design and Visual Communications, General
Nancy Madigan's Merrill Lynch Experience February 1995 - October 1997
Job B.Sc IT Professional
Industry Food & Beverages
Experience
US Foods February 1995 - Present
Merrill Lynch February 1995 - October 1997
Title One, Inc. July 1992 - January 1995
Skills
Troubleshooting, Technical Support, SharePoint, Visio, Active Directory, Security, Databases, Servers, TCP/IP, Computer Hardware, Access, Customer Service, Leadership, Telecommunications, Management, PowerPoint, XP, Web Services, Software Installation, SharePoint Designer, Inventory Management, Windows 7, Avaya ASA, Altiris Console, Asset Management, HTML, JavaScript
Education
University of Phoenix 1997 — 2002
Bachelor of Science, Business and Information Technology, Computer/Information Technology Administration and Management
Avaya Telecommunications 2000 — 2000
Definity G3SI/Intuity Audix
Schoolcraft College 2002 — 2007
Computer Systems
TrainingCenter.com
Visual Basic 6.0
New Horizons Computer Center 1996 — 2009
Computer Software Programs
Allen Park Senior High School 1976 — 1979
Graduate
US Foods February 1995 - Present
Merrill Lynch February 1995 - October 1997
Title One, Inc. July 1992 - January 1995
Skills
Troubleshooting, Technical Support, SharePoint, Visio, Active Directory, Security, Databases, Servers, TCP/IP, Computer Hardware, Access, Customer Service, Leadership, Telecommunications, Management, PowerPoint, XP, Web Services, Software Installation, SharePoint Designer, Inventory Management, Windows 7, Avaya ASA, Altiris Console, Asset Management, HTML, JavaScript
Education
University of Phoenix 1997 — 2002
Bachelor of Science, Business and Information Technology, Computer/Information Technology Administration and Management
Avaya Telecommunications 2000 — 2000
Definity G3SI/Intuity Audix
Schoolcraft College 2002 — 2007
Computer Systems
TrainingCenter.com
Visual Basic 6.0
New Horizons Computer Center 1996 — 2009
Computer Software Programs
Allen Park Senior High School 1976 — 1979
Graduate
Charles Vetter Charles Vetter's Merrill Lynch Experience 2012 - 2013
Job Regional Sales Manager at Pelican Auto Finance, LLC
Industry Financial Services
Experience
Pelican Auto Finance, LLC 2014 - Present
Merrill Lynch 2012 - 2013
Banking 1997 - 2012
Banking 1983 - 1997
Skills
Banking, Credit, Mergers, Commercial Lending, Loans, Portfolio Management, Risk, Compliance, Analysis, Customer Relations, Budgeting, Real Estate, Retail, Risk Management, Small Business, Commercial Banking, Underwriting, Strategic Planning, Planning, Microsoft Office, Accounting, Product Development, Insurance, Audit, Financial Reporting, Asset Management, Auditing, Forecasting, Financial Analysis, Cash Management, Credit Analysis, Due Diligence, Financial Modeling, Internal Audit, Internal Controls, Business Planning, CPA, Mergers & Acquisitions, Wealth Management, 401k Rollovers, Retirement Planning, Boy Scouts, Financial Management..., Asset Protection, Asset Based Lending, Leadership, Business Development, Budgets, Financial Risk, Customer Service
Education
Texas A&M University 1978 — 1983
BBA, Management and Accounting
Schreiner University 1977 — 1978
Engineering
Pelican Auto Finance, LLC 2014 - Present
Merrill Lynch 2012 - 2013
Banking 1997 - 2012
Banking 1983 - 1997
Skills
Banking, Credit, Mergers, Commercial Lending, Loans, Portfolio Management, Risk, Compliance, Analysis, Customer Relations, Budgeting, Real Estate, Retail, Risk Management, Small Business, Commercial Banking, Underwriting, Strategic Planning, Planning, Microsoft Office, Accounting, Product Development, Insurance, Audit, Financial Reporting, Asset Management, Auditing, Forecasting, Financial Analysis, Cash Management, Credit Analysis, Due Diligence, Financial Modeling, Internal Audit, Internal Controls, Business Planning, CPA, Mergers & Acquisitions, Wealth Management, 401k Rollovers, Retirement Planning, Boy Scouts, Financial Management..., Asset Protection, Asset Based Lending, Leadership, Business Development, Budgets, Financial Risk, Customer Service
Education
Texas A&M University 1978 — 1983
BBA, Management and Accounting
Schreiner University 1977 — 1978
Engineering
Fiona Wai, PMP Fiona Wai, PMP's Merrill Lynch Experience April 1999 - June 1999
Job Senior Manager at Scotiabank
Industry Banking
Experience
Scotiabank September 2010 - Present
TD Bank September 2009 - September 2010
Bank of Montreal April 2005 - September 2009
Bank of Montreal April 2002 - April 2005
Bank of Montreal September 2000 - April 2002
Bank of Montreal June 1999 - April 2000
Merrill Lynch April 1999 - June 1999
Marks and Spencer June 1995 - June 1998
Skills
Analytics, Banking, Retail Banking, Process Engineering, Business Intelligence, Data Mining, Data Analysis, SAS, SQL, Database Management, Database Marketing, Campaign Design, Integrated Campaign...
Education
Project Management Institute 2004 — 2005
Project Management Professional (PMP) - Certified, Project Management
Seneca College of Applied Arts and Technology 2002 — 2005
Database Managment, Computer Science
York University - Schulich School of Business 1995 — 1999
Honour Bachelor of Business Administration Degree, Double concentration: Finance, Management Science; Minor: Mathematics
Scotiabank September 2010 - Present
TD Bank September 2009 - September 2010
Bank of Montreal April 2005 - September 2009
Bank of Montreal April 2002 - April 2005
Bank of Montreal September 2000 - April 2002
Bank of Montreal June 1999 - April 2000
Merrill Lynch April 1999 - June 1999
Marks and Spencer June 1995 - June 1998
Skills
Analytics, Banking, Retail Banking, Process Engineering, Business Intelligence, Data Mining, Data Analysis, SAS, SQL, Database Management, Database Marketing, Campaign Design, Integrated Campaign...
Education
Project Management Institute 2004 — 2005
Project Management Professional (PMP) - Certified, Project Management
Seneca College of Applied Arts and Technology 2002 — 2005
Database Managment, Computer Science
York University - Schulich School of Business 1995 — 1999
Honour Bachelor of Business Administration Degree, Double concentration: Finance, Management Science; Minor: Mathematics
Clarissa Michelle Davis's Merrill Lynch Experience February 2008 - May 2008
Job Regulatory Trading Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) November 2014 - Present
U.S. Department of Justice May 2010 - May 2014
U.S. Department of State January 2009 - November 2009
Georgia Governor's Office for Children and Families August 2008 - December 2008
Merrill Lynch February 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Legal Research, Policy Analysis, Westlaw, Legal Writing, Research, Public Policy, Policy, Qualitative Research, Courts, Criminal Law, Grant Writing, Legislative Research, Human Rights, Program Evaluation, Nonprofits, Community Outreach, Political Science, International Relations, Lexis, Politics, Political Campaigns
Education
Spelman College 2005 — 2008
Bachelor's Degree, Political Science
Savannah State University 2004 — 2005
Dual enrollment: completed senior year of high school and freshman year of college simultaneously
Sol C. Johnson High School 2003 — 2005
Financial Industry Regulatory Authority (FINRA) November 2014 - Present
U.S. Department of Justice May 2010 - May 2014
U.S. Department of State January 2009 - November 2009
Georgia Governor's Office for Children and Families August 2008 - December 2008
Merrill Lynch February 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Legal Research, Policy Analysis, Westlaw, Legal Writing, Research, Public Policy, Policy, Qualitative Research, Courts, Criminal Law, Grant Writing, Legislative Research, Human Rights, Program Evaluation, Nonprofits, Community Outreach, Political Science, International Relations, Lexis, Politics, Political Campaigns
Education
Spelman College 2005 — 2008
Bachelor's Degree, Political Science
Savannah State University 2004 — 2005
Dual enrollment: completed senior year of high school and freshman year of college simultaneously
Sol C. Johnson High School 2003 — 2005
Eric Laverty's Merrill Lynch Experience March 1997 - May 1999
Job Creative Director, Photographer, Digital Content Developer
Industry Marketing and Advertising
Experience
Laverty Studio June 2010 - Present
Lumesis LLC May 2010 - September 2010
Ambac Financial Group, Inc. July 1999 - May 2010
Merrill Lynch March 1997 - May 1999
Sellwood + Partners September 1991 - September 1995
Ihara Ludens / Studio 55 June 1990 - September 1991
Diacom/United Research January 1987 - January 1989
Comshare, Inc. April 1985 - September 1987
Warner Lambert - Parke Davis September 1985 - August 1986
VuCom Graphicsystems July 1983 - May 1985
Skills
Photography, Digital Photography, Photoshop, Illustrator, Web Design, Website Development, Online Marketing, Adobe Creative Suite, Graphic Design, User Interface Design, Creative Direction, Corporate Branding, Corporate Communications, Corporate Identity, Art Direction, Fine Art, QuarkXPress, SEO, Public Relations, Video Production, Advertising, Marketing Strategy, Dreamweaver, Social Media Marketing, Social Media, Logo Design, Microsoft Office, PowerPoint, Brand Development, Editorial, Multimedia, Online Advertising, Image Editing, Magazines, Copywriting, Website Management, MS Office Suite, Team Leadership, Web Project Management, Architectural..., Creative Problem Solving, Creative Concept..., Online Branding, Creative Writing, Print Production, Photo Editing, Videography, Flash, Video Editing, Layout
Education
Kunstakademie Düsseldorf 1990 — 1992
Painting
School of the Museum of Fine Arts 1987 — 1989
Photography
University of Michigan 1983 — 1987
Anthropology and History of Art & Architecture
Laverty Studio June 2010 - Present
Lumesis LLC May 2010 - September 2010
Ambac Financial Group, Inc. July 1999 - May 2010
Merrill Lynch March 1997 - May 1999
Sellwood + Partners September 1991 - September 1995
Ihara Ludens / Studio 55 June 1990 - September 1991
Diacom/United Research January 1987 - January 1989
Comshare, Inc. April 1985 - September 1987
Warner Lambert - Parke Davis September 1985 - August 1986
VuCom Graphicsystems July 1983 - May 1985
Skills
Photography, Digital Photography, Photoshop, Illustrator, Web Design, Website Development, Online Marketing, Adobe Creative Suite, Graphic Design, User Interface Design, Creative Direction, Corporate Branding, Corporate Communications, Corporate Identity, Art Direction, Fine Art, QuarkXPress, SEO, Public Relations, Video Production, Advertising, Marketing Strategy, Dreamweaver, Social Media Marketing, Social Media, Logo Design, Microsoft Office, PowerPoint, Brand Development, Editorial, Multimedia, Online Advertising, Image Editing, Magazines, Copywriting, Website Management, MS Office Suite, Team Leadership, Web Project Management, Architectural..., Creative Problem Solving, Creative Concept..., Online Branding, Creative Writing, Print Production, Photo Editing, Videography, Flash, Video Editing, Layout
Education
Kunstakademie Düsseldorf 1990 — 1992
Painting
School of the Museum of Fine Arts 1987 — 1989
Photography
University of Michigan 1983 — 1987
Anthropology and History of Art & Architecture
Jessie Reasy Hagen Jessie Reasy Hagen's Merrill Lynch Experience February 2001 - June 2002
Job Founder / Owner of Sorella Salon & Spa Strategic Business Development & Financial Planning
Industry Consumer Services
Experience
Sorella Salon & Spa July 2003 - Present
Contractors Final Clean June 1999 - Present
Merrill Lynch February 2001 - June 2002
Skills
Payroll Taxes, Business Planning, QuickBooks, Tax Preparation, Accounting, Accounts Receivable, Strategic Financial..., Spa, Entrepreneurship, Marketing, Start-ups, Financial Accounting, Business Development
Education
Seattle Pacific University - School of Business and Economics 2000 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Sorella Salon & Spa July 2003 - Present
Contractors Final Clean June 1999 - Present
Merrill Lynch February 2001 - June 2002
Skills
Payroll Taxes, Business Planning, QuickBooks, Tax Preparation, Accounting, Accounts Receivable, Strategic Financial..., Spa, Entrepreneurship, Marketing, Start-ups, Financial Accounting, Business Development
Education
Seattle Pacific University - School of Business and Economics 2000 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
G Todd Williams G Todd Williams's Merrill Lynch Experience July 1986 - November 2008
Job WA State Issues Activist
Industry Public Policy
Experience
Volunteer January 2013 - Present
UBS November 2008 - January 2015
Tour de Whatcom March 2005 - February 2013
Merrill Lynch July 1986 - November 2008
Whatcom Outdoor Expo April 2005 - April 2006
Skills
Investments, Social Media, Event Planning, Marketing, Event Management, Current Affairs, Problem Solving, Legislative Issues, Public Policy, Exceptional Listener, Client Relations Skills, Marketing Strategy, Finance, Political Activism, Activism, Koi Fish Whisperer
Education
Seattle University 1982 — 1986
Bachelor of Arts (B.A.), Business, Marketing
Seattle University 1982 — 1986
Minor Equivalent, Philosophy
Volunteer January 2013 - Present
UBS November 2008 - January 2015
Tour de Whatcom March 2005 - February 2013
Merrill Lynch July 1986 - November 2008
Whatcom Outdoor Expo April 2005 - April 2006
Skills
Investments, Social Media, Event Planning, Marketing, Event Management, Current Affairs, Problem Solving, Legislative Issues, Public Policy, Exceptional Listener, Client Relations Skills, Marketing Strategy, Finance, Political Activism, Activism, Koi Fish Whisperer
Education
Seattle University 1982 — 1986
Bachelor of Arts (B.A.), Business, Marketing
Seattle University 1982 — 1986
Minor Equivalent, Philosophy
Katherine Klabau Katherine Klabau's Merrill Lynch Experience 2003 - 2005
Job People & Change Manager at KPMG
Industry Management Consulting
Experience
KPMG November 2012 - Present
American Express June 2010 - August 2010
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
J.P. Morgan 2005 - 2006
Merrill Lynch 2003 - 2005
Ropes & Gray LLP 2001 - 2003
Skills
Derivatives, Strategy, Maintaining Strong..., Project Management, Management Consulting, Financial Services
Education
University of Michigan Ross School of BusinessSchool of Natural Resources and the Environment 2009 — 2012
Dual MBAMS, Corporate Strategy, Organizational & Behavioral Change
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Corporate Strategy, Finance, Human Resource Management
Wellesley College 1997 — 2001
Bachelor of Arts (B.A.), Major in History and Minor in Economics
University of Sydney 2000 — 2000
Study Abroad, Asian History
School for International Training 1999 — 2000
Study Abroad, Tibetan Studies
University of Michigan - School of Natural Resources and the Environment
Master of Science (M.S.), Organizational and Behavioral Change, Environmental Law & Policy
KPMG November 2012 - Present
American Express June 2010 - August 2010
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
J.P. Morgan 2005 - 2006
Merrill Lynch 2003 - 2005
Ropes & Gray LLP 2001 - 2003
Skills
Derivatives, Strategy, Maintaining Strong..., Project Management, Management Consulting, Financial Services
Education
University of Michigan Ross School of BusinessSchool of Natural Resources and the Environment 2009 — 2012
Dual MBAMS, Corporate Strategy, Organizational & Behavioral Change
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Corporate Strategy, Finance, Human Resource Management
Wellesley College 1997 — 2001
Bachelor of Arts (B.A.), Major in History and Minor in Economics
University of Sydney 2000 — 2000
Study Abroad, Asian History
School for International Training 1999 — 2000
Study Abroad, Tibetan Studies
University of Michigan - School of Natural Resources and the Environment
Master of Science (M.S.), Organizational and Behavioral Change, Environmental Law & Policy
Nien Hoang Nien Hoang's Merrill Lynch Experience October 2014 - Present
Job AVP with Merrill Lynch & Bank of America
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
ING Financial Partners January 2012 - September 2014
Helping Link January 2011 - September 2012
AXA Advisors May 2010 - January 2012
Seattle University January 2006 - June 2010
Education
Bellarmine
Seattle University
Bachelor of Arts, Business Administration; Marketing
Merrill Lynch October 2014 - Present
ING Financial Partners January 2012 - September 2014
Helping Link January 2011 - September 2012
AXA Advisors May 2010 - January 2012
Seattle University January 2006 - June 2010
Education
Bellarmine
Seattle University
Bachelor of Arts, Business Administration; Marketing
Dagny Phillips-Stumberger's Merrill Lynch Experience April 2005 - June 2006
Job Layout Director / Offsite Liason at Floyd County Productions
Industry Animation
Experience
Floyd County Productions July 2013 - Present
Floyd County Productions May 2011 - Present
Primal Screen December 2010 - March 2011
Floyd County Productions November 2010 - December 2010
Radical Axis Animation Studio September 2010 - November 2010
Radical Axis Animation Studio June 2010 - August 2010
Radical Axis Animation Studio November 2006 - August 2010
Radical Axis Animation Studio June 2006 - November 2006
Merrill Lynch April 2005 - June 2006
Skills
Character Animation, Animation, Maya, Computer Animation, Illustration, Flash Animation, Storyboarding, Cartoons, Illustrator, Traditional Animation, Texturing, 3D, Flash, Concept Design, Photoshop
Education
Savannah College of Art and Design 2001 — 2004
BFA, Animation
MCCC 1998 — 2004
AAS, Computer Art
Floyd County Productions July 2013 - Present
Floyd County Productions May 2011 - Present
Primal Screen December 2010 - March 2011
Floyd County Productions November 2010 - December 2010
Radical Axis Animation Studio September 2010 - November 2010
Radical Axis Animation Studio June 2010 - August 2010
Radical Axis Animation Studio November 2006 - August 2010
Radical Axis Animation Studio June 2006 - November 2006
Merrill Lynch April 2005 - June 2006
Skills
Character Animation, Animation, Maya, Computer Animation, Illustration, Flash Animation, Storyboarding, Cartoons, Illustrator, Traditional Animation, Texturing, 3D, Flash, Concept Design, Photoshop
Education
Savannah College of Art and Design 2001 — 2004
BFA, Animation
MCCC 1998 — 2004
AAS, Computer Art
maria elgar maria elgar's Merrill Lynch Experience 1990 - 2001
Job Rep/Owner, HARDTRIBE CREATIVE REPRESENTATION
Industry Entertainment
Experience
HARDTRIBE CREATIVE REPRESENTATION REP/OWNERHARDTRIBE CREATIVE REPRESENTATIONAugust 2006 - Present
Merrill Lynch 1990 - 2001
Skills
Commercials, Television, Film, Post Production, Film Production, Entertainment, Feature Films, Video Production, Broadcast, Creative Direction, Cinematography, Advertising, Camera, Video, Music Videos, New Media, Documentaries, Producing, Digital Media, Short Films, Media Production, Content Strategy, Radio, Screenwriting, HD Video, Directing, Web Video, Motion Graphics, Final Cut Pro, Production Managment, Video Editing, Digital Video, Visual Effects
Education
Sarah Lawrence College 1980 — 1984
hunter college elementary school
staples high school
HARDTRIBE CREATIVE REPRESENTATION REP/OWNERHARDTRIBE CREATIVE REPRESENTATIONAugust 2006 - Present
Merrill Lynch 1990 - 2001
Skills
Commercials, Television, Film, Post Production, Film Production, Entertainment, Feature Films, Video Production, Broadcast, Creative Direction, Cinematography, Advertising, Camera, Video, Music Videos, New Media, Documentaries, Producing, Digital Media, Short Films, Media Production, Content Strategy, Radio, Screenwriting, HD Video, Directing, Web Video, Motion Graphics, Final Cut Pro, Production Managment, Video Editing, Digital Video, Visual Effects
Education
Sarah Lawrence College 1980 — 1984
hunter college elementary school
staples high school
Liz Rosenthal Liz Rosenthal's Merrill Lynch Experience 2008 - 2008
Job VP, Associate Creative Director at Publicis Kaplan Thaler
Industry Marketing and Advertising
Experience
Publicis Kaplan Thaler September 2009 - Present
Various Advertising Agencies September 2000 - September 2009
Digitas October 2003 - October 2008
Merrill Lynch 2008 - 2008
DDB 1998 - June 2000
Ammirati Puris Lintas 1995 - 1998
Krimstein/Clapps 1994 - 1995
Skills
Storytelling, Creative Writer, Advertising, Integrated Marketing, Film Production, Video Production, Post Production, Creative Direction, Television, Entertainment, Content Strategy, Copywriting, Outdoor Advertising, Digital Media, Interactive Marketing, Digital Strategy, Interactive Advertising, Concept Development, Creative Strategy, Art Direction, Brand Architecture, Brand Development, New Media, Digital Marketing, Corporate Branding
Education
Writers Boot Camp 2002 — 2004
Think Tank Professional Writer's Program
Upright Citizens Brigade 1999 — 2001
Atlantic Theater Company Acting School 1999 — 2000
School of Visual Arts
BFA, Advertising
Publicis Kaplan Thaler September 2009 - Present
Various Advertising Agencies September 2000 - September 2009
Digitas October 2003 - October 2008
Merrill Lynch 2008 - 2008
DDB 1998 - June 2000
Ammirati Puris Lintas 1995 - 1998
Krimstein/Clapps 1994 - 1995
Skills
Storytelling, Creative Writer, Advertising, Integrated Marketing, Film Production, Video Production, Post Production, Creative Direction, Television, Entertainment, Content Strategy, Copywriting, Outdoor Advertising, Digital Media, Interactive Marketing, Digital Strategy, Interactive Advertising, Concept Development, Creative Strategy, Art Direction, Brand Architecture, Brand Development, New Media, Digital Marketing, Corporate Branding
Education
Writers Boot Camp 2002 — 2004
Think Tank Professional Writer's Program
Upright Citizens Brigade 1999 — 2001
Atlantic Theater Company Acting School 1999 — 2000
School of Visual Arts
BFA, Advertising
Sebastian Antony Sebastian Antony's Merrill Lynch Experience 2006 - April 2009
Job Vice President, Global Corporate Services
Industry Financial Services
Experience
Bank of America May 2009 - Present
Merrill Lynch 2006 - April 2009
Merrill Lynch 2001 - 2006
Merrill Lynch 1999 - 2001
Merrill Lynch March 1994 - 1999
William Tabler Architects 1988 - 1993
Skills
Strategy, Leadership, Databases, Process Improvement, Data Architecture, Business Analysis, IT Strategy, Microsoft SQL Server, Access
Education
State University of New York at Buffalo 1986 — 1988
M. Arch
School of Planning and Architecture 1984 — 1986
MBE&M
School of Planning and Architecture 1979 — 1984
B. Arch
St Columbas School New Delhi 1966 — 1979
High School
Bank of America May 2009 - Present
Merrill Lynch 2006 - April 2009
Merrill Lynch 2001 - 2006
Merrill Lynch 1999 - 2001
Merrill Lynch March 1994 - 1999
William Tabler Architects 1988 - 1993
Skills
Strategy, Leadership, Databases, Process Improvement, Data Architecture, Business Analysis, IT Strategy, Microsoft SQL Server, Access
Education
State University of New York at Buffalo 1986 — 1988
M. Arch
School of Planning and Architecture 1984 — 1986
MBE&M
School of Planning and Architecture 1979 — 1984
B. Arch
St Columbas School New Delhi 1966 — 1979
High School
Stephen Seo's Merrill Lynch Experience July 2015 - Present
Job FA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Scottrade August 2006 - July 2015
E-Classified Conglomerate August 1999 - March 2004
JAE LEE TAEKWONDO January 1997 - June 1999
Skills
Series 63, Series 7, Investments, Sales, Financial Analysis, Finance, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Sales Management, Customer Service, Microsoft Office, Asset Management, Credit, FINRA
Education
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Santa Monica College 2002 — 2005
AA, Liberal Arts
Merrill Lynch July 2015 - Present
Scottrade August 2006 - July 2015
E-Classified Conglomerate August 1999 - March 2004
JAE LEE TAEKWONDO January 1997 - June 1999
Skills
Series 63, Series 7, Investments, Sales, Financial Analysis, Finance, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Sales Management, Customer Service, Microsoft Office, Asset Management, Credit, FINRA
Education
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Santa Monica College 2002 — 2005
AA, Liberal Arts
Chris Jay Chris Jay's Merrill Lynch Experience July 2009 - Present
Job Senior Financial Advisor, Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
The United States Senate June 2005 - August 2005
Education
Seattle University 2005 — 2009
BA, International Business
University of Westminster 2008 — 2008
International Business, International Economics
The Culver Academies 2001 — 2005
Merrill Lynch July 2009 - Present
The United States Senate June 2005 - August 2005
Education
Seattle University 2005 — 2009
BA, International Business
University of Westminster 2008 — 2008
International Business, International Economics
The Culver Academies 2001 — 2005
Samuel McClellan Samuel McClellan's Merrill Lynch Experience June 2011 - August 2011
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock April 2013 - Present
UCLA Department of Economics September 2011 - December 2012
BlackRock June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Morningstar Direct, Microsoft Excel, VBA, Microsoft Office, Stata, FactSet, Bloomberg, Statistics
Education
University of California, Los Angeles 2010 — 2012
B.A., Economics/European Studies
Santa Monica College 2008 — 2010
Transfer
BlackRock April 2013 - Present
UCLA Department of Economics September 2011 - December 2012
BlackRock June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Morningstar Direct, Microsoft Excel, VBA, Microsoft Office, Stata, FactSet, Bloomberg, Statistics
Education
University of California, Los Angeles 2010 — 2012
B.A., Economics/European Studies
Santa Monica College 2008 — 2010
Transfer
Richard Herbst Richard Herbst's Merrill Lynch Experience January 1999 - August 2000
Job Marketing Manager, Dining Services at Princeton University
Industry Higher Education
Experience
Princeton University August 2000 - Present
Merrill Lynch January 1999 - August 2000
GE Capital January 1994 - December 1998
Skills
Adobe Creative Suite, Social Media, Graphic Design, InDesign, Advertising, Marketing, Logo Design
Education
Savannah College of Art and Design 2007 — 2011
Graduate Certificate, Digital Publishing Management
The Maryland Institute College of Art
Bachelor of Fine Arts (BFA), Graphic Design
Princeton University August 2000 - Present
Merrill Lynch January 1999 - August 2000
GE Capital January 1994 - December 1998
Skills
Adobe Creative Suite, Social Media, Graphic Design, InDesign, Advertising, Marketing, Logo Design
Education
Savannah College of Art and Design 2007 — 2011
Graduate Certificate, Digital Publishing Management
The Maryland Institute College of Art
Bachelor of Fine Arts (BFA), Graphic Design
Christopher Kuchmek Christopher Kuchmek's Merrill Lynch Experience May 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Bayou on Penn June 2011 - February 2013
The Legend at Brandybrook, LLC June 2008 - September 2008
Skills
Portfolio Management, Investments, Microsoft Excel, Public Speaking, Microsoft Office, Social Media, Event Planning, Research, Finance, PowerPoint, Management, Leadership
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Sciences Po
Merrill Lynch May 2013 - Present
Bayou on Penn June 2011 - February 2013
The Legend at Brandybrook, LLC June 2008 - September 2008
Skills
Portfolio Management, Investments, Microsoft Excel, Public Speaking, Microsoft Office, Social Media, Event Planning, Research, Finance, PowerPoint, Management, Leadership
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Sciences Po
Zachariah Trahan Zachariah Trahan's Merrill Lynch Experience May 2014 - August 2014
Job Treasury Intern at HomeStreet Bank
Industry Accounting
Experience
HomeStreet Bank July 2015 - Present
Seattle University December 2014 - Present
Seattle University Redhawk Fund June 2014 - Present
Nth Degree CPAs, PLLC December 2014 - May 2015
Merrill Lynch May 2014 - August 2014
Sierra Pacific Industries June 2013 - September 2013
U.S. House of Representatives April 2013 - August 2013
Seattle University 2013 - 2013
Seattle University 2013 - 2013
Life Guard at Eugene Swim and Tennis July 2012 - September 2012
Skills
Microsoft Office, Public Speaking, Politics, Social Media, Research
Education
Seattle University 2013 — 2016
Bachelor of Arts and Buisness Administration, Accounting, Junior
Seattle University
Sheldon High School
HomeStreet Bank July 2015 - Present
Seattle University December 2014 - Present
Seattle University Redhawk Fund June 2014 - Present
Nth Degree CPAs, PLLC December 2014 - May 2015
Merrill Lynch May 2014 - August 2014
Sierra Pacific Industries June 2013 - September 2013
U.S. House of Representatives April 2013 - August 2013
Seattle University 2013 - 2013
Seattle University 2013 - 2013
Life Guard at Eugene Swim and Tennis July 2012 - September 2012
Skills
Microsoft Office, Public Speaking, Politics, Social Media, Research
Education
Seattle University 2013 — 2016
Bachelor of Arts and Buisness Administration, Accounting, Junior
Seattle University
Sheldon High School
Ryan Skogstad Ryan Skogstad's Merrill Lynch Experience April 2004 - September 2012
Job Senior Financial Advisor at Capstone Wealth Advisors
Industry Financial Services
Experience
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch April 2004 - September 2012
Waddell & Reed May 2001 - April 2004
Skills
Investments, Retirement Planning, Qualified Retirement..., Endowments, Financial Planning
Education
Seattle Pacific University
Bachelor of Science, Mathematics
Western Oregon University
Master's Degree
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch April 2004 - September 2012
Waddell & Reed May 2001 - April 2004
Skills
Investments, Retirement Planning, Qualified Retirement..., Endowments, Financial Planning
Education
Seattle Pacific University
Bachelor of Science, Mathematics
Western Oregon University
Master's Degree
Don Ripley Don Ripley's Merrill Lynch Experience September 1995 - August 2000
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2000 - Present
Merrill Lynch September 1995 - August 2000
Morgan Stanley October 1983 - September 1995
Education
Seattle University 1975 — 1976
MBA, Business
Western Washington University 1962 — 1967
BA, History
Wells Fargo Advisors, LLC August 2000 - Present
Merrill Lynch September 1995 - August 2000
Morgan Stanley October 1983 - September 1995
Education
Seattle University 1975 — 1976
MBA, Business
Western Washington University 1962 — 1967
BA, History
Jaimie Fournier's Merrill Lynch Experience March 2004 - October 2004
Job Principal at Sound Grant Writers
Industry Nonprofit Organization Management
Experience
Sound Grant Writers January 2015 - Present
Annie Wright Schools January 2014 - June 2015
HopeSparks December 2008 - December 2013
Panagiotu Pension Advisors, Inc. August 2006 - December 2008
First Investors July 2006 - December 2006
Two Beans Coffee Company May 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Skills
Grant Writing, Freelance Writing, Community Outreach, Fundraising, Nonprofits, Philanthropy, Data Analysis, Management, Project Planning, Microsoft Excel, Leadership, Strategic Planning, Public Speaking, Project Management, Volunteer Management, Budgets, Employee Benefits, Portfolio Management, Strategy, Raiser's Edge, Salesforce.com, Financial Accounting, Financial Analysis, ERISA
Education
Seattle Pacific University 2001 — 2004
Bachelor of Arts in Economics, cum laude, Economics and Business
Sound Grant Writers January 2015 - Present
Annie Wright Schools January 2014 - June 2015
HopeSparks December 2008 - December 2013
Panagiotu Pension Advisors, Inc. August 2006 - December 2008
First Investors July 2006 - December 2006
Two Beans Coffee Company May 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Skills
Grant Writing, Freelance Writing, Community Outreach, Fundraising, Nonprofits, Philanthropy, Data Analysis, Management, Project Planning, Microsoft Excel, Leadership, Strategic Planning, Public Speaking, Project Management, Volunteer Management, Budgets, Employee Benefits, Portfolio Management, Strategy, Raiser's Edge, Salesforce.com, Financial Accounting, Financial Analysis, ERISA
Education
Seattle Pacific University 2001 — 2004
Bachelor of Arts in Economics, cum laude, Economics and Business
Brett Morse's Merrill Lynch Experience September 2009 - January 2010
Job Recruitment Consultant at Michael Page | (617) 8242654 | bmorse@michaelpage.us.com
Industry Financial Services
Experience
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Jammie Hunter, CRPC® Jammie Hunter, CRPC®'s Merrill Lynch Experience November 2007 - November 2013
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Wells Fargo Advisors November 2013 - April 2015
Merrill Lynch November 2007 - November 2013
KeyBank November 2005 - November 2007
Washington Mutual Savings Bank June 1997 - November 2005
Skills
Investments, Finance, Banking, Portfolio Management, Financial Services, Risk Management, Sales, Equities, New Business Development, Business Development, Coaching, Sales Training, Financial Presentations
Education
Seminole State College of Florida
Bank of America Merrill Lynch April 2015 - Present
Wells Fargo Advisors November 2013 - April 2015
Merrill Lynch November 2007 - November 2013
KeyBank November 2005 - November 2007
Washington Mutual Savings Bank June 1997 - November 2005
Skills
Investments, Finance, Banking, Portfolio Management, Financial Services, Risk Management, Sales, Equities, New Business Development, Business Development, Coaching, Sales Training, Financial Presentations
Education
Seminole State College of Florida
Alyssa Ng Alyssa Ng's Merrill Lynch Experience May 2011 - August 2011
Job Program Manager at Google
Industry Marketing and Advertising
Experience
Google April 2015 - Present
Google 2012 - April 2015
Google October 2014 - January 2015
RTC (a WPP Company) February 2011 - June 2012
Merrill Lynch May 2011 - August 2011
Senator Dianne Feinstein January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Access, PowerPoint, SAS, SPSS, Intermediate French, Basic Cantonese, Customer Relations, Market Research, Outlook, Microsoft Office, Social Media, Omniture, Nonprofits, Fundraising, Salesforce.com, Public Speaking, Research, Event Planning, Microsoft Word
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration, Marketing, International Business
Sciences Po 2011 — 2011
Google April 2015 - Present
Google 2012 - April 2015
Google October 2014 - January 2015
RTC (a WPP Company) February 2011 - June 2012
Merrill Lynch May 2011 - August 2011
Senator Dianne Feinstein January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Access, PowerPoint, SAS, SPSS, Intermediate French, Basic Cantonese, Customer Relations, Market Research, Outlook, Microsoft Office, Social Media, Omniture, Nonprofits, Fundraising, Salesforce.com, Public Speaking, Research, Event Planning, Microsoft Word
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration, Marketing, International Business
Sciences Po 2011 — 2011
Gregory Khodara's Merrill Lynch Experience November 2010 - April 2012
Job Columbia University MS Real Estate Development Candidate
Industry Investment Banking
Experience
Macquarie Group August 2012 - May 2014
Merrill Lynch November 2010 - April 2012
Cheuvreux July 2008 - October 2010
UniCredit Markets & Investment Banking May 2005 - June 2008
Lionheart group 2000 - 2002
Skills
Equities, Equity Research, Emerging Markets, Bloomberg, Hedge Funds, Capital Markets, Derivatives, Equity Trading, Financial Markets, Investment Banking, Trading, Fixed Income, Valuation, Mergers & Acquisitions, Financial Modeling, Asset Management, Investments, Portfolio Management, Mutual Funds, Corporate Finance, Financial Analysis, Private Equity, Alternative Investments, Real Estate, Real Estate Development, Equity Sales, Structured Products
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Real Estate Development
SDA Bocconi 2003 — 2003
MS, Economics
Franklin College 1998 — 2000
BA, Finance
Kent School 1993 — 1996
Macquarie Group August 2012 - May 2014
Merrill Lynch November 2010 - April 2012
Cheuvreux July 2008 - October 2010
UniCredit Markets & Investment Banking May 2005 - June 2008
Lionheart group 2000 - 2002
Skills
Equities, Equity Research, Emerging Markets, Bloomberg, Hedge Funds, Capital Markets, Derivatives, Equity Trading, Financial Markets, Investment Banking, Trading, Fixed Income, Valuation, Mergers & Acquisitions, Financial Modeling, Asset Management, Investments, Portfolio Management, Mutual Funds, Corporate Finance, Financial Analysis, Private Equity, Alternative Investments, Real Estate, Real Estate Development, Equity Sales, Structured Products
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Real Estate Development
SDA Bocconi 2003 — 2003
MS, Economics
Franklin College 1998 — 2000
BA, Finance
Kent School 1993 — 1996
Ava Haghighi Ava Haghighi's Merrill Lynch Experience March 2012 - June 2012
Job Founder and Owner at AVAH Apparel
Industry Retail
Experience
AVAH Apparel: www.avahapparel.com April 2015 - Present
Ava's Adventures: www.travelwithava.com October 2013 - Present
UNIQLO July 2014 - November 2014
USC Auxiliary Services - Human Resources September 2012 - September 2013
Maneeya Realty Co., Ltd. June 2013 - August 2013
Renaissance Bangkok Ratchaprasong Hotel June 2013 - August 2013
Rotaract District 5280 July 2012 - July 2013
Rotaract District 5280 November 2011 - July 2012
Merrill Lynch March 2012 - June 2012
Santa Monica College June 2011 - June 2012
Skills
Marketing, Entrepreneurship, Time Management, Public Speaking, Event Planning, Microsoft Excel, Fundraising, PowerPoint, Social Networking, Customer Service, Public Relations, Sales, Microsoft Office, Teaching, Research, Microsoft Word, Team Leadership, Event Management, Facebook, Social Media, Data Analysis, Nonprofits, Teamwork, Editing, Community Outreach, Data Entry, Analysis, Leadership Development, Leadership, Higher Education, Accounting, Market Research, Marketing Strategy, Outlook, Training, Social Media Marketing, Windows, Banquets, Multi-cultural Team..., Treasury Management, Management Consulting, Change Management, Risk Management..., Financial Consulting, Management, Marketing Communications, Business Strategy, Financial Analysis, Policy
Education
University of Southern California - Marshall School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Bachelor of Science (BS), Business Administration
Santa Monica College 2009 — 2012
A.A., Business Administration & Art, GPA: 3.94
AVAH Apparel: www.avahapparel.com April 2015 - Present
Ava's Adventures: www.travelwithava.com October 2013 - Present
UNIQLO July 2014 - November 2014
USC Auxiliary Services - Human Resources September 2012 - September 2013
Maneeya Realty Co., Ltd. June 2013 - August 2013
Renaissance Bangkok Ratchaprasong Hotel June 2013 - August 2013
Rotaract District 5280 July 2012 - July 2013
Rotaract District 5280 November 2011 - July 2012
Merrill Lynch March 2012 - June 2012
Santa Monica College June 2011 - June 2012
Skills
Marketing, Entrepreneurship, Time Management, Public Speaking, Event Planning, Microsoft Excel, Fundraising, PowerPoint, Social Networking, Customer Service, Public Relations, Sales, Microsoft Office, Teaching, Research, Microsoft Word, Team Leadership, Event Management, Facebook, Social Media, Data Analysis, Nonprofits, Teamwork, Editing, Community Outreach, Data Entry, Analysis, Leadership Development, Leadership, Higher Education, Accounting, Market Research, Marketing Strategy, Outlook, Training, Social Media Marketing, Windows, Banquets, Multi-cultural Team..., Treasury Management, Management Consulting, Change Management, Risk Management..., Financial Consulting, Management, Marketing Communications, Business Strategy, Financial Analysis, Policy
Education
University of Southern California - Marshall School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Bachelor of Science (BS), Business Administration
Santa Monica College 2009 — 2012
A.A., Business Administration & Art, GPA: 3.94
Chris Twardzik Chris Twardzik's Merrill Lynch Experience September 2007 - May 2008
Job Senior Manager of Client Development at Rylem
Industry Information Technology and Services
Experience
Rylem July 2015 - Present
Aditi Staffing January 2015 - June 2015
Clutch - weareclutch.com August 2014 - December 2014
Microsoft July 2013 - August 2014
Microsoft March 2008 - August 2014
Merrill Lynch September 2007 - May 2008
Merit Financial December 2002 - May 2005
Skills
Leadership, Solution Selling, Marketing, SharePoint, Sales, Enterprise Software, Channel Partners, Sales Operations, Account Management, Cloud Computing, Salesforce.com, Product Marketing, SaaS, Strategic Partnerships, Direct Sales, Data Center, Sales Process, CRM, Professional Services, Virtualization, Selling, Security, Advertising, Microsoft Technologies, Managed Services, Sales Enablement, Sales Management, Training, Business Alliances, Management, Partner Management, New Business Development, Go-to-market Strategy, Pre-sales, Networking
Education
Seattle Central Community College 1993 — 1995
Liberal Arts
Bainbridge Island Highschool 1989 — 1993
High School, General Studies
Rylem July 2015 - Present
Aditi Staffing January 2015 - June 2015
Clutch - weareclutch.com August 2014 - December 2014
Microsoft July 2013 - August 2014
Microsoft March 2008 - August 2014
Merrill Lynch September 2007 - May 2008
Merit Financial December 2002 - May 2005
Skills
Leadership, Solution Selling, Marketing, SharePoint, Sales, Enterprise Software, Channel Partners, Sales Operations, Account Management, Cloud Computing, Salesforce.com, Product Marketing, SaaS, Strategic Partnerships, Direct Sales, Data Center, Sales Process, CRM, Professional Services, Virtualization, Selling, Security, Advertising, Microsoft Technologies, Managed Services, Sales Enablement, Sales Management, Training, Business Alliances, Management, Partner Management, New Business Development, Go-to-market Strategy, Pre-sales, Networking
Education
Seattle Central Community College 1993 — 1995
Liberal Arts
Bainbridge Island Highschool 1989 — 1993
High School, General Studies
Ethan Zinck's Merrill Lynch Experience February 2013 - May 2013
Job Commercial Account Executive at Pacific Iron and Metal
Industry Renewables & Environment
Experience
Pacific Iron & Metal Co. May 2013 - Present
Peter Steinbrueck for Mayor May 2013 - August 2013
Merrill Lynch February 2013 - May 2013
The Connections Groups, Inc. June 2012 - August 2012
Office of Congressman Jim McDermott January 2012 - March 2012
Berta Gardner for State House June 2010 - November 2010
Education
Seattle University 2008 — 2013
Bachelor of Arts (BA), Economics and Political Science, Magna Cum Laude
Pacific Iron & Metal Co. May 2013 - Present
Peter Steinbrueck for Mayor May 2013 - August 2013
Merrill Lynch February 2013 - May 2013
The Connections Groups, Inc. June 2012 - August 2012
Office of Congressman Jim McDermott January 2012 - March 2012
Berta Gardner for State House June 2010 - November 2010
Education
Seattle University 2008 — 2013
Bachelor of Arts (BA), Economics and Political Science, Magna Cum Laude
Daiveet Patel Daiveet Patel's Merrill Lynch Experience July 2010 - Present
Job QA/Developer at BOfA Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch July 2010 - Present
BofAML July 2010 - January 2012
JP Morgan Chase March 2009 - July 2010
Merrill Lynch January 2009 - March 2009
Merrill Lynch November 2006 - December 2008
IBM April 2006 - November 2006
Persistent Systems September 2004 - March 2006
Skills
QTP, Test Automation, Quality Center, Java Application..., Hibernate, Spring framework, Spring, Test Planning, Test Cases, JIRA, Manual Testing, Java, Unix, Quality Assurance, Testing, Oracle, C#, Microsoft SQL Server, Perl
Education
Symbiosis International University 2003 — 2005
MBA, IT & Systems
Sardar Patel University 2000 — 2003
BCA, Computer Science
Merrill Lynch July 2010 - Present
BofAML July 2010 - January 2012
JP Morgan Chase March 2009 - July 2010
Merrill Lynch January 2009 - March 2009
Merrill Lynch November 2006 - December 2008
IBM April 2006 - November 2006
Persistent Systems September 2004 - March 2006
Skills
QTP, Test Automation, Quality Center, Java Application..., Hibernate, Spring framework, Spring, Test Planning, Test Cases, JIRA, Manual Testing, Java, Unix, Quality Assurance, Testing, Oracle, C#, Microsoft SQL Server, Perl
Education
Symbiosis International University 2003 — 2005
MBA, IT & Systems
Sardar Patel University 2000 — 2003
BCA, Computer Science
Monica Titan Monica Titan's Merrill Lynch Experience August 1982 - June 1984
Job Office Clerk at Westchester Secondary Charter School
Industry Education Management
Experience
Westchester Secondary Charter School May 2014 - Present
LAUSD September 2007 - June 2013
Libra Investments 1992 - June 1998
East West Capital February 1991 - 1992
Prudential Financial May 1990 - February 1991
Drexel Burnham Lambert June 1984 - February 1990
Merrill Lynch August 1982 - June 1984
Skills
Teaching
Education
F.S. Conard HS 1978 — 1981
HS Diploma, Liberal Arts
Santa Monica College
Associates, Child Development
Westchester Secondary Charter School May 2014 - Present
LAUSD September 2007 - June 2013
Libra Investments 1992 - June 1998
East West Capital February 1991 - 1992
Prudential Financial May 1990 - February 1991
Drexel Burnham Lambert June 1984 - February 1990
Merrill Lynch August 1982 - June 1984
Skills
Teaching
Education
F.S. Conard HS 1978 — 1981
HS Diploma, Liberal Arts
Santa Monica College
Associates, Child Development
John O'Dore's Merrill Lynch Experience July 1994 - October 1996
Job Managing Director at Meridian Capital, a leading middle market M&A investment banking firm based in Seattle
Industry Investment Banking
Experience
Meridian Capital LLC January 2011 - Present
Credit Suisse November 1996 - March 2010
Merrill Lynch July 1994 - October 1996
Bank of America June 1990 - June 1994
Skills
Finance, Banking, Risk Management, Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Due Diligence, Business Planning, Mergers, Strategic Planning, Business Strategy, Business Valuation, Investment Banking, Asset Management, Commercial Banking, Corporate Development, Credit Risk, Derivatives, Divestitures, Equities, Financial Advisory, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, LBO, M, Management, Mergers, Portfolio Management, Private Equity, Real Estate, Restructuring, Strategic Financial..., Strategy, Structured Finance, Venture Capital, Capital, Capital Raising, Recapitalizations, Growth Capital, Mergers & Acquisitions
Education
Seattle University 1989 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Yale University 1989 — 1989
Chinese Studies, Yale in China
Gonzaga University 1986 — 1988
General Studies, Finance, Jesuit Values
Meridian Capital LLC January 2011 - Present
Credit Suisse November 1996 - March 2010
Merrill Lynch July 1994 - October 1996
Bank of America June 1990 - June 1994
Skills
Finance, Banking, Risk Management, Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Due Diligence, Business Planning, Mergers, Strategic Planning, Business Strategy, Business Valuation, Investment Banking, Asset Management, Commercial Banking, Corporate Development, Credit Risk, Derivatives, Divestitures, Equities, Financial Advisory, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, LBO, M, Management, Mergers, Portfolio Management, Private Equity, Real Estate, Restructuring, Strategic Financial..., Strategy, Structured Finance, Venture Capital, Capital, Capital Raising, Recapitalizations, Growth Capital, Mergers & Acquisitions
Education
Seattle University 1989 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Yale University 1989 — 1989
Chinese Studies, Yale in China
Gonzaga University 1986 — 1988
General Studies, Finance, Jesuit Values
Laura (Reveley) Hassel Laura (Reveley) Hassel's Merrill Lynch Experience June 2003 - September 2004
Job HR Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft January 2015 - Present
Microsoft July 2012 - January 2015
Microsoft February 2010 - July 2012
Microsoft August 2006 - February 2010
Microsoft August 2005 - August 2006
Consultant January 2002 - August 2005
Merrill Lynch June 2003 - September 2004
Carlson Marketing September 1999 - January 2002
Marco Polo Travel Resources August 1998 - September 1999
Skills
Project Management, Talent Management, Event Management, Leadership Development, Marketing, Business Strategy, Strategy, Event Planning, Management, Leadership, Program Management, Strategic Planning, Business Development
Education
Seattle Pacific University 1994 — 1998
European Studies, French
Alliance Français de Paris, France 1996 — 1997
Certificates in Advanced French and Business French
Microsoft January 2015 - Present
Microsoft July 2012 - January 2015
Microsoft February 2010 - July 2012
Microsoft August 2006 - February 2010
Microsoft August 2005 - August 2006
Consultant January 2002 - August 2005
Merrill Lynch June 2003 - September 2004
Carlson Marketing September 1999 - January 2002
Marco Polo Travel Resources August 1998 - September 1999
Skills
Project Management, Talent Management, Event Management, Leadership Development, Marketing, Business Strategy, Strategy, Event Planning, Management, Leadership, Program Management, Strategic Planning, Business Development
Education
Seattle Pacific University 1994 — 1998
European Studies, French
Alliance Français de Paris, France 1996 — 1997
Certificates in Advanced French and Business French
Dan Kenton Dan Kenton's Merrill Lynch Experience 1985 - 1986
Job Product/Project Management & Product/Sales Engineer Innovative Mobile / Web / IoT App Development
Industry Information Technology and Services
Experience
Saritasa November 2011 - Present
Hire Logic, LLC. January 1996 - November 2011
Eclipse Technologies, Inc. 1990 - 1991
The World Bank 1988 - 1989
AT&T 1987 - 1988
IBM 1986 - 1987
Merrill Lynch 1985 - 1986
Skills
Software Development, SEO, Mobile Devices, Management, Software Project..., Recruiting, Business Development, Start-ups, SDLC, Mobile Applications, Strategic Planning, Product Management, Android, Integration, Business Analysis, Marketing, Enterprise Software, Web Applications, Cloud Computing, User Interface Design, SaaS, Business Strategy, Mobile Technology, Consulting, Software Design, Software Engineering, Strategic Partnerships, Product Marketing, E-commerce, Business Intelligence, Product Development, Strategy, Agile Methodologies, CRM, Oracle, Project Management, Scrum, Programming, Analysis, Agile Project Management, Testing, Web Development, Vendor Management, Analytics, Troubleshooting, User Experience, iOS development, Web Services, Entrepreneurship
Education
Santa Monica College 1981 — 1984
Undergrad, General
Saritasa November 2011 - Present
Hire Logic, LLC. January 1996 - November 2011
Eclipse Technologies, Inc. 1990 - 1991
The World Bank 1988 - 1989
AT&T 1987 - 1988
IBM 1986 - 1987
Merrill Lynch 1985 - 1986
Skills
Software Development, SEO, Mobile Devices, Management, Software Project..., Recruiting, Business Development, Start-ups, SDLC, Mobile Applications, Strategic Planning, Product Management, Android, Integration, Business Analysis, Marketing, Enterprise Software, Web Applications, Cloud Computing, User Interface Design, SaaS, Business Strategy, Mobile Technology, Consulting, Software Design, Software Engineering, Strategic Partnerships, Product Marketing, E-commerce, Business Intelligence, Product Development, Strategy, Agile Methodologies, CRM, Oracle, Project Management, Scrum, Programming, Analysis, Agile Project Management, Testing, Web Development, Vendor Management, Analytics, Troubleshooting, User Experience, iOS development, Web Services, Entrepreneurship
Education
Santa Monica College 1981 — 1984
Undergrad, General
Deanna Wagner Deanna Wagner's Merrill Lynch Experience January 2009 - May 2009
Job Corporate Assistant Buyer at Dillard's
Industry Apparel & Fashion
Experience
Dillards November 2014 - Present
Nordstromrack.com HauteLook, a Nordstrom Company March 2014 - August 2014
HauteLook, a Nordstrom Company May 2013 - March 2014
Mysale Group September 2012 - March 2013
UC Berkeley September 2010 - May 2012
BARE Magazine September 2010 - December 2011
Caro Marketing May 2011 - July 2011
Abercrombie & Fitch August 2008 - August 2010
Merrill Lynch January 2009 - May 2009
Skills
Microsoft Office, Facebook, Editing, Social Media, Blogging, Merchandising, Flash Websites, E-commerce, Global E-commerce, Copywriting, Fashion Blogging, Fashion, Fashion Writing, HTML, International Sales, Microsoft Excel, Google Blogger, Wordpress, Twitter, Tumblr, YouTube, Spanish, Writing, Google Docs, Skype, Google Analytics, Social Networking, Blogger Outreach, Social Media Monitoring, Blog Management, Microblogging, Adobe Acrobat, Oracle HR, PeopleSoft, Fashion Buying, Retail, PowerPoint, Social Media Marketing, Hootsuite, Outlook, Adobe Creative Suite, Apparel, Creative Direction, WordPress, Sales, Event Planning
Education
University of California, Berkeley 2010 — 2012
Bachelor of Arts, Media Studies
Santa Monica College 2008 — 2010
General Education
Granada Hills Charter High School
Dillards November 2014 - Present
Nordstromrack.com HauteLook, a Nordstrom Company March 2014 - August 2014
HauteLook, a Nordstrom Company May 2013 - March 2014
Mysale Group September 2012 - March 2013
UC Berkeley September 2010 - May 2012
BARE Magazine September 2010 - December 2011
Caro Marketing May 2011 - July 2011
Abercrombie & Fitch August 2008 - August 2010
Merrill Lynch January 2009 - May 2009
Skills
Microsoft Office, Facebook, Editing, Social Media, Blogging, Merchandising, Flash Websites, E-commerce, Global E-commerce, Copywriting, Fashion Blogging, Fashion, Fashion Writing, HTML, International Sales, Microsoft Excel, Google Blogger, Wordpress, Twitter, Tumblr, YouTube, Spanish, Writing, Google Docs, Skype, Google Analytics, Social Networking, Blogger Outreach, Social Media Monitoring, Blog Management, Microblogging, Adobe Acrobat, Oracle HR, PeopleSoft, Fashion Buying, Retail, PowerPoint, Social Media Marketing, Hootsuite, Outlook, Adobe Creative Suite, Apparel, Creative Direction, WordPress, Sales, Event Planning
Education
University of California, Berkeley 2010 — 2012
Bachelor of Arts, Media Studies
Santa Monica College 2008 — 2010
General Education
Granada Hills Charter High School
Ariel Shead Ariel Shead's Merrill Lynch Experience January 2014 - March 2014
Job Creative Thinker experienced in Project Management and Financial Statement Data Analysis who Maximizes Life Experiences
Industry Accounting
Experience
Amica Mutual Insurance January 2015 - Present
Savannah State University September 2010 - December 2014
GSK June 2014 - August 2014
Merrill Lynch January 2014 - March 2014
New York & Company October 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Critical Thinking, Event Planning, Customer Service, Data Entry, Time Management, Research, Community Outreach, Leadership, Team Leadership, Higher Education, Social Media, Project Management, Accounting, Microsoft Office, Data Analysis, Account Reconciliation, Outlook
Education
Savannah State University 2010 — 2014
Accounting, Business Administration and Management, General
Amica Mutual Insurance January 2015 - Present
Savannah State University September 2010 - December 2014
GSK June 2014 - August 2014
Merrill Lynch January 2014 - March 2014
New York & Company October 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Critical Thinking, Event Planning, Customer Service, Data Entry, Time Management, Research, Community Outreach, Leadership, Team Leadership, Higher Education, Social Media, Project Management, Accounting, Microsoft Office, Data Analysis, Account Reconciliation, Outlook
Education
Savannah State University 2010 — 2014
Accounting, Business Administration and Management, General
Chrissy Egan Chrissy Egan's Merrill Lynch Experience September 2005 - May 2006
Job Finance Coordinator & MBA graduate
Industry Information Technology and Services
Experience
IBM February 2009 - Present
IBM April 2008 - February 2009
IBM July 2006 - April 2008
Merrill Lynch September 2005 - May 2006
Skills
Team Leadership, Financial Planning, Mentoring, Financial Analysis, Essbase, Microsoft Office, Time Management, Excel, Strategic Financial..., Strategic Planning, Leadership, Microsoft Excel, Process Improvement, Data Analysis, Budgets, Forecasting, Finance, Hyperion Enterprise, Analysis, Teamwork, Program Management
Education
Seattle University 2009 — 2011
MBA, Leadership
University of Wisconsin-La Crosse 2001 — 2006
BS, International Business, Economics, Spanish
IBM February 2009 - Present
IBM April 2008 - February 2009
IBM July 2006 - April 2008
Merrill Lynch September 2005 - May 2006
Skills
Team Leadership, Financial Planning, Mentoring, Financial Analysis, Essbase, Microsoft Office, Time Management, Excel, Strategic Financial..., Strategic Planning, Leadership, Microsoft Excel, Process Improvement, Data Analysis, Budgets, Forecasting, Finance, Hyperion Enterprise, Analysis, Teamwork, Program Management
Education
Seattle University 2009 — 2011
MBA, Leadership
University of Wisconsin-La Crosse 2001 — 2006
BS, International Business, Economics, Spanish
Christopher Theobald Christopher Theobald's Merrill Lynch Experience June 2011 - September 2011
Job Staff Accountant at Myers and Stauffer LC
Industry Accounting
Experience
Myers and Stauffer LC September 2013 - January 2015
Stryker January 2013 - June 2013
Prudential Financial June 2012 - January 2013
Clyde & Co LLP February 2012 - May 2012
Seton Hall University August 2010 - February 2012
Merrill Lynch June 2011 - September 2011
New Hope Foundation May 2010 - September 2010
The Atrium June 2009 - August 2009
Lutheran Church June 2006 - August 2006
Project Paul April 2003 - May 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Access, Leadership, Telephone Skills, Word, Excel, Microsoft Office, Press Releases, Outlook, Teamwork, Budgets, Marketing, Accounting, Finance, Auditing, SharePoint, VBA, Macro
Education
Seton Hall University 2008 — 2013
Bachelor of Science (BS), Accounting
Seton Hall University 2008 — 2013
Bachelor of Science (BS), Information Technology Management
Mater Dei High School 2004 — 2008
Myers and Stauffer LC September 2013 - January 2015
Stryker January 2013 - June 2013
Prudential Financial June 2012 - January 2013
Clyde & Co LLP February 2012 - May 2012
Seton Hall University August 2010 - February 2012
Merrill Lynch June 2011 - September 2011
New Hope Foundation May 2010 - September 2010
The Atrium June 2009 - August 2009
Lutheran Church June 2006 - August 2006
Project Paul April 2003 - May 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Access, Leadership, Telephone Skills, Word, Excel, Microsoft Office, Press Releases, Outlook, Teamwork, Budgets, Marketing, Accounting, Finance, Auditing, SharePoint, VBA, Macro
Education
Seton Hall University 2008 — 2013
Bachelor of Science (BS), Accounting
Seton Hall University 2008 — 2013
Bachelor of Science (BS), Information Technology Management
Mater Dei High School 2004 — 2008
Cathy Flynn Cathy Flynn's Merrill Lynch Experience 1999 - 2001
Job a
Industry Marketing and Advertising
Experience
Ledgent September 2008 - March 2009
GT3 2006 - 2008
infoUSA 2006 - 2006
Meadowlands Regional Chamber 2004 - 2006
TAP Property Management 2003 - 2006
Deutsche Post World Net 2001 - 2003
Merrill Lynch 1999 - 2001
Retail Resources 1997 - 1999
Tele-Communications Inc 1993 - 1997
Skills
Program Management, Talent Acquisition, Budgets, Strategy, Strategic Planning
Education
Seton Hall University 1993 — 1997
Master of Arts, Corporate Communications
Syracuse University 1987 — 1991
Bachelor of Science, Marketing
Clifton High School 1984 — 1987
Ledgent September 2008 - March 2009
GT3 2006 - 2008
infoUSA 2006 - 2006
Meadowlands Regional Chamber 2004 - 2006
TAP Property Management 2003 - 2006
Deutsche Post World Net 2001 - 2003
Merrill Lynch 1999 - 2001
Retail Resources 1997 - 1999
Tele-Communications Inc 1993 - 1997
Skills
Program Management, Talent Acquisition, Budgets, Strategy, Strategic Planning
Education
Seton Hall University 1993 — 1997
Master of Arts, Corporate Communications
Syracuse University 1987 — 1991
Bachelor of Science, Marketing
Clifton High School 1984 — 1987
Patrick Dominguez Patrick Dominguez's Merrill Lynch Experience June 2006 - August 2006
Job Director, Investment Adviser Services at Gordian Compliance Solutions, LLC
Industry Financial Services
Experience
Gordian Compliance Solutions, LLC February 2015 - Present
Gordian Technology Solutions, LLC December 2012 - Present
Gordian Compliance Solutions, LLC October 2011 - February 2015
Weldon Owen Publishing August 2011 - October 2011
Our Lady of the Lake Parish September 2009 - June 2011
Seattle International Film Festival April 2009 - June 2009
Seattle University November 2005 - June 2009
Seattle University New Student and Family Programs January 2008 - December 2008
Seattle University Communication Department January 2007 - June 2008
Merrill Lynch June 2006 - August 2006
Skills
Research, Editing, Management, Database Administration, Materials Management, System Administration, Regulatory Filings, Leadership, Training, Databases, Public Speaking, Microsoft Office, Legal Writing, PowerPoint, Microsoft Excel, Risk Management, Data Analysis, Customer Service, Microsoft Word, Legal Research, Investment Advisor..., Regulatory Audits, Compliance Testing, Investment Advisers Act, Securities Regulation, Securities Exchange Act..., Drafting Policies, Investment Company Act, Hedge Funds, Compliance Analysis, Radio Broadcasting, Securities, Fundraising, Time Management
Education
Seattle University 2005 — 2009
Bachelors, Honors English, Philosophy
St. Ignatius College Prep 2001 — 2005
Gordian Compliance Solutions, LLC February 2015 - Present
Gordian Technology Solutions, LLC December 2012 - Present
Gordian Compliance Solutions, LLC October 2011 - February 2015
Weldon Owen Publishing August 2011 - October 2011
Our Lady of the Lake Parish September 2009 - June 2011
Seattle International Film Festival April 2009 - June 2009
Seattle University November 2005 - June 2009
Seattle University New Student and Family Programs January 2008 - December 2008
Seattle University Communication Department January 2007 - June 2008
Merrill Lynch June 2006 - August 2006
Skills
Research, Editing, Management, Database Administration, Materials Management, System Administration, Regulatory Filings, Leadership, Training, Databases, Public Speaking, Microsoft Office, Legal Writing, PowerPoint, Microsoft Excel, Risk Management, Data Analysis, Customer Service, Microsoft Word, Legal Research, Investment Advisor..., Regulatory Audits, Compliance Testing, Investment Advisers Act, Securities Regulation, Securities Exchange Act..., Drafting Policies, Investment Company Act, Hedge Funds, Compliance Analysis, Radio Broadcasting, Securities, Fundraising, Time Management
Education
Seattle University 2005 — 2009
Bachelors, Honors English, Philosophy
St. Ignatius College Prep 2001 — 2005
Loki Muthu's Merrill Lynch Experience January 2004 - December 2005
Job Vice President User Experience at Goldman Sachs
Industry Design
Experience
Goldman Sachs July 2010 - Present
Capgemini September 2001 - November 2010
Vonage January 2008 - December 2009
Bear Stearns January 2007 - December 2007
Alcatel-Lucent January 2006 - December 2007
Time Warner Cable January 2005 - December 2006
Merrill Lynch January 2004 - December 2005
Swiss Re September 2001 - January 2003
AT&T January 1999 - August 2001
IBM September 1997 - December 1998
Education
Savannah College of Art and Design 1995 — 1996
MFA (not complete), Computer art
University of Mysore 1990 — 1994
Bachelor of Engineering, Computer Science
Goldman Sachs July 2010 - Present
Capgemini September 2001 - November 2010
Vonage January 2008 - December 2009
Bear Stearns January 2007 - December 2007
Alcatel-Lucent January 2006 - December 2007
Time Warner Cable January 2005 - December 2006
Merrill Lynch January 2004 - December 2005
Swiss Re September 2001 - January 2003
AT&T January 1999 - August 2001
IBM September 1997 - December 1998
Education
Savannah College of Art and Design 1995 — 1996
MFA (not complete), Computer art
University of Mysore 1990 — 1994
Bachelor of Engineering, Computer Science
Bala Parameshwaran's Merrill Lynch Experience May 2000 - January 2002
Job Director Technology at SapientNitro
Industry Information Technology and Services
Experience
Sapient January 2014 - Present
Sapient August 2008 - December 2013
Infosys October 2006 - July 2008
Sapient Corporation February 2005 - September 2006
Satyam Computer Services 1999 - 2004
Merrill Lynch May 2000 - January 2002
Skills
Requirements Analysis, Solution Architecture, SDLC, Agile, Web Services, Multi - Channel Content..., Agile Methodologies, Architecture, SOA, Enterprise Architecture, Web Applications, Java Enterprise Edition, ASP.NET, WCF, IT Strategy, Software Project..., Architectures, Agile Project Management, E-commerce
Education
Sathyabama Institute of Science and Technology 1995 — 1999
BE
MGR Adarsh Public Matriculation School 1990 — 1995
HSC
Sapient January 2014 - Present
Sapient August 2008 - December 2013
Infosys October 2006 - July 2008
Sapient Corporation February 2005 - September 2006
Satyam Computer Services 1999 - 2004
Merrill Lynch May 2000 - January 2002
Skills
Requirements Analysis, Solution Architecture, SDLC, Agile, Web Services, Multi - Channel Content..., Agile Methodologies, Architecture, SOA, Enterprise Architecture, Web Applications, Java Enterprise Edition, ASP.NET, WCF, IT Strategy, Software Project..., Architectures, Agile Project Management, E-commerce
Education
Sathyabama Institute of Science and Technology 1995 — 1999
BE
MGR Adarsh Public Matriculation School 1990 — 1995
HSC
Vinh Do's Merrill Lynch Experience 2005 - 2007
Job Investigator at Seattle Office for Civil Rights
Industry Alternative Dispute Resolution
Experience
City of Seattle, Office for Civil Rights August 2014 - Present
Inter-Local Conflict Resolution Group 2011 - Present
Dispute Resolution Center of King County August 2012 - August 2014
Global Recruitment Specialists August 2007 - September 2008
Merrill Lynch 2005 - 2007
US Peace Corps 1999 - 2001
Skills
Conflict Resolution, Workshop Facilitation, Leadership, Mediation, Writing Skills, Organizational..., Foreign Languages, Diversity, Training, Cross-cultural Training
Education
The Milano School of International Affairs, Management and Urban Policy
MS, Human Resources Management, Organizational Development
Seattle University
BA, Journalism, French
City of Seattle, Office for Civil Rights August 2014 - Present
Inter-Local Conflict Resolution Group 2011 - Present
Dispute Resolution Center of King County August 2012 - August 2014
Global Recruitment Specialists August 2007 - September 2008
Merrill Lynch 2005 - 2007
US Peace Corps 1999 - 2001
Skills
Conflict Resolution, Workshop Facilitation, Leadership, Mediation, Writing Skills, Organizational..., Foreign Languages, Diversity, Training, Cross-cultural Training
Education
The Milano School of International Affairs, Management and Urban Policy
MS, Human Resources Management, Organizational Development
Seattle University
BA, Journalism, French
Chirag Dixit's Merrill Lynch Experience January 2008 - Present
Job Team Lead at Merrill Lynch, USA
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
SunGard 2006 - 2007
GlobalTech India 2003 - 2006
Skills
.NET, Web Services, Agile Methodologies, SOA, Object Oriented Design, SQL, ASP.NET, WCF, SDLC, XML, Microsoft SQL Server, HTML5, AngularJS
Education
Sardar Patel University 1995 — 1999
Bechlor of Engineering, Textile Technology
Merrill Lynch January 2008 - Present
SunGard 2006 - 2007
GlobalTech India 2003 - 2006
Skills
.NET, Web Services, Agile Methodologies, SOA, Object Oriented Design, SQL, ASP.NET, WCF, SDLC, XML, Microsoft SQL Server, HTML5, AngularJS
Education
Sardar Patel University 1995 — 1999
Bechlor of Engineering, Textile Technology
Jennifer Louie's Merrill Lynch Experience 2002 - 2004
Job IT Project Owner, Systems Advisor at CVS Health
Industry Health, Wellness and Fitness
Experience
CVS Health March 2015 - Present
Apriva September 2014 - March 2015
Carewise Health 2011 - 2014
Microsoft 2011 - 2011
Carewise Health 2008 - 2010
Carewise Health 2006 - 2008
Carewise Health 2004 - 2006
Merrill Lynch 2002 - 2004
eBenX, Inc. 1999 - 2002
Boeing 1996 - 1999
Skills
Leadership, Cross-functional Team..., SDLC, Business Analysis, Data Analysis, Project Management, Product Management, Integration, Agile Project Management, Program Management, Process Improvement, Healthcare Information..., Requirements Gathering, Healthcare, Incentive Programs, Product Development, Vendor Management, Agile Methodologies, Requirements Analysis, Analysis, Strategic Planning, Health Insurance, Software Project..., Software Development, SQL, Databases, Microsoft SQL Server, Quality Assurance, Software Documentation, Change Management, Business Process, Team Leadership, Business Process..., Team Building, Enterprise Architecture
Education
Seattle University 1997 — 2001
MBA, E-Commerce and Information Systems
University of Washington 1992 — 1996
B.A. Business Administration, Information Systems
Villanova University 2007 — 2007
Master Certificates, IT Project Management and Business Analysis
International Foundation of Employee Benefit Plans 2000 — 2000
CEBS, Group Benefits Associate
CVS Health March 2015 - Present
Apriva September 2014 - March 2015
Carewise Health 2011 - 2014
Microsoft 2011 - 2011
Carewise Health 2008 - 2010
Carewise Health 2006 - 2008
Carewise Health 2004 - 2006
Merrill Lynch 2002 - 2004
eBenX, Inc. 1999 - 2002
Boeing 1996 - 1999
Skills
Leadership, Cross-functional Team..., SDLC, Business Analysis, Data Analysis, Project Management, Product Management, Integration, Agile Project Management, Program Management, Process Improvement, Healthcare Information..., Requirements Gathering, Healthcare, Incentive Programs, Product Development, Vendor Management, Agile Methodologies, Requirements Analysis, Analysis, Strategic Planning, Health Insurance, Software Project..., Software Development, SQL, Databases, Microsoft SQL Server, Quality Assurance, Software Documentation, Change Management, Business Process, Team Leadership, Business Process..., Team Building, Enterprise Architecture
Education
Seattle University 1997 — 2001
MBA, E-Commerce and Information Systems
University of Washington 1992 — 1996
B.A. Business Administration, Information Systems
Villanova University 2007 — 2007
Master Certificates, IT Project Management and Business Analysis
International Foundation of Employee Benefit Plans 2000 — 2000
CEBS, Group Benefits Associate
Himanshu Doshi's Merrill Lynch Experience October 2004 - December 2004
Job Sr. Performance Engineer at The College Board
Industry Health, Wellness and Fitness
Experience
SRA July 2012 - Present
The College Board October 2010 - September 2012
Freddie Mac January 2009 - October 2010
Blue Cross Blue Shield 2007 - 2008
Freddie Mac October 2006 - December 2007
Nextel May 2006 - October 2006
FannieMae November 2005 - May 2006
Nextel March 2005 - November 2005
Merrill Lynch October 2004 - December 2004
Endforce June 2004 - October 2004
Skills
SDLC, LoadRunner, QTP, Quality Center
Education
The University of Texas at Arlington 2000 — 2002
Master's, Telecommunication
Sardar Patel University
SRA July 2012 - Present
The College Board October 2010 - September 2012
Freddie Mac January 2009 - October 2010
Blue Cross Blue Shield 2007 - 2008
Freddie Mac October 2006 - December 2007
Nextel May 2006 - October 2006
FannieMae November 2005 - May 2006
Nextel March 2005 - November 2005
Merrill Lynch October 2004 - December 2004
Endforce June 2004 - October 2004
Skills
SDLC, LoadRunner, QTP, Quality Center
Education
The University of Texas at Arlington 2000 — 2002
Master's, Telecommunication
Sardar Patel University
W.M.M. (Bill) Attaway's Merrill Lynch Experience 1981 - 1987
Job at Right Management
Industry Management Consulting
Experience
Right Management 1998 - Present
Citibank, N.A. 1988 - September 1997
Merrill Lynch 1981 - 1987
American Express 1980 - 1981
American Express 1980 - 1981
Westinghouse Broadcasting Company 1976 - 1980
Skills
Performance Management, Coaching & Counseling, Program Design &...
Education
Pace College
BBA, Business Administration
Santa Monica College
MA, Counseling Psychology
Right Management 1998 - Present
Citibank, N.A. 1988 - September 1997
Merrill Lynch 1981 - 1987
American Express 1980 - 1981
American Express 1980 - 1981
Westinghouse Broadcasting Company 1976 - 1980
Skills
Performance Management, Coaching & Counseling, Program Design &...
Education
Pace College
BBA, Business Administration
Santa Monica College
MA, Counseling Psychology
Jason Melino's Merrill Lynch Experience May 2005 - September 2006
Job Freelance Associate Producer at Universal Sports Network
Industry Entertainment
Experience
Universal Sports Network July 2013 - Present
Conquest Technologies, Inc. April 2011 - March 2013
PGA TOUR ENTERTAINMENT January 2006 - September 2010
Merrill Lynch May 2005 - September 2006
Pheromone Films January 2004 - January 2005
Skills
Microsoft Excel, Microsoft Office, Final Cut Pro, Photoshop, Broadcast, Avid Media Composer, Networking, Video, Marketing, Mac, Producing, Television, Multimedia, Editing, Photography, Film
Education
University of North Florida 2003 — 2005
Bachelor of Science, Communications
Savannah College of Art and Design 2001 — 2003
Film
Universal Sports Network July 2013 - Present
Conquest Technologies, Inc. April 2011 - March 2013
PGA TOUR ENTERTAINMENT January 2006 - September 2010
Merrill Lynch May 2005 - September 2006
Pheromone Films January 2004 - January 2005
Skills
Microsoft Excel, Microsoft Office, Final Cut Pro, Photoshop, Broadcast, Avid Media Composer, Networking, Video, Marketing, Mac, Producing, Television, Multimedia, Editing, Photography, Film
Education
University of North Florida 2003 — 2005
Bachelor of Science, Communications
Savannah College of Art and Design 2001 — 2003
Film
Lorrie Baldevia's Merrill Lynch Experience 1997 - 1999
Job
Industry Financial Services
Experience
MCM 2000 - Present
Atlantic Street Center 2013 - Present
First Investors 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Strategic Planning, Financial Planning, Deferred Compensation, Retirement Plan..., Wealth Transfer, Strategic Financial..., 401k, Employee Benefits, Estate Planning, Executive Pay, Financial Services, Insurance, Investments, Life Insurance, Management, Mutual Funds, Project Management, Recruiting, Retirement, Retirement Planning, Wealth
Education
Seattle University
BA & Executive MBA
Academy of our Lady of Guam
St. Anthony School
MCM 2000 - Present
Atlantic Street Center 2013 - Present
First Investors 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Strategic Planning, Financial Planning, Deferred Compensation, Retirement Plan..., Wealth Transfer, Strategic Financial..., 401k, Employee Benefits, Estate Planning, Executive Pay, Financial Services, Insurance, Investments, Life Insurance, Management, Mutual Funds, Project Management, Recruiting, Retirement, Retirement Planning, Wealth
Education
Seattle University
BA & Executive MBA
Academy of our Lady of Guam
St. Anthony School
Brian Pyhel's Merrill Lynch Experience 1994 - 2004
Job Director BlackRock
Industry Financial Services
Experience
BlackRock 2004 - Present
Merrill Lynch 1994 - 2004
Skills
Fixed Income, Asset Management, Equities, Bloomberg, Investments, Financial Analysis, Portfolio Management, Securities, Alternative Investments, Asset Managment, Bonds, Capital Markets, Hedge Funds, Mutual Funds
Education
Seton Hall University 1999 — 2003
MBA, Finance
Villanova University School of Law 1997 — 1999
Masters, Taxation
William Paterson University of New Jersey 1988 — 1992
BS, Accounting
BlackRock 2004 - Present
Merrill Lynch 1994 - 2004
Skills
Fixed Income, Asset Management, Equities, Bloomberg, Investments, Financial Analysis, Portfolio Management, Securities, Alternative Investments, Asset Managment, Bonds, Capital Markets, Hedge Funds, Mutual Funds
Education
Seton Hall University 1999 — 2003
MBA, Finance
Villanova University School of Law 1997 — 1999
Masters, Taxation
William Paterson University of New Jersey 1988 — 1992
BS, Accounting
Jeevan Vootukuru's Merrill Lynch Experience July 2005 - November 2006
Job Data Warehouse Architect at Sirius XM Radio Inc.
Industry Entertainment
Experience
Sirius XM Radio Inc. July 2015 - Present
JPMorgan Chase & Co. June 2014 - May 2015
Bank of America May 2011 - May 2014
Virtusa Corp October 2010 - April 2011
Bank of America November 2009 - September 2010
Fortress Investment Group December 2008 - October 2009
Lehman Brothers October 2007 - October 2008
American Stock Exchange November 2006 - October 2007
Merrill Lynch July 2005 - November 2006
iGATE - GE NBC 1999 - 2005
Skills
Data Warehousing, Data Modeling, SDLC, Informatica, Enterprise Architecture
Education
Sathyabama University 1993 — 1997
B.E., Computer Science
St. Marys,Chennai
Sirius XM Radio Inc. July 2015 - Present
JPMorgan Chase & Co. June 2014 - May 2015
Bank of America May 2011 - May 2014
Virtusa Corp October 2010 - April 2011
Bank of America November 2009 - September 2010
Fortress Investment Group December 2008 - October 2009
Lehman Brothers October 2007 - October 2008
American Stock Exchange November 2006 - October 2007
Merrill Lynch July 2005 - November 2006
iGATE - GE NBC 1999 - 2005
Skills
Data Warehousing, Data Modeling, SDLC, Informatica, Enterprise Architecture
Education
Sathyabama University 1993 — 1997
B.E., Computer Science
St. Marys,Chennai
Prez GURU's Merrill Lynch Experience August 1999 - March 2000
Job Owner, PrezGURU
Industry Graphic Design
Experience
PrezGuru May 2002 - Present
JPMorganChase January 2001 - April 2002
Bear Stearns March 2000 - December 2000
Merrill Lynch August 1999 - March 2000
Bradford Licensing LLC August 1997 - August 1998
Skills
Marketing, InDesign, Illustrator, Photoshop, Microsoft Office, Sales, PowerPoint, Microsoft Excel, Flash, Research, Publishing, Advertising, Graphic Design, Social Media, Social Media Marketing, Marketing Strategy
Education
School of Visual Arts 1996 — 2009
Graphic Arts Continuing Education
Seton Hall University 1988 — 1994
Bachelor of Arts (BA), English Language and Literature, General
Ridgewood High
diploma, academic
PrezGuru May 2002 - Present
JPMorganChase January 2001 - April 2002
Bear Stearns March 2000 - December 2000
Merrill Lynch August 1999 - March 2000
Bradford Licensing LLC August 1997 - August 1998
Skills
Marketing, InDesign, Illustrator, Photoshop, Microsoft Office, Sales, PowerPoint, Microsoft Excel, Flash, Research, Publishing, Advertising, Graphic Design, Social Media, Social Media Marketing, Marketing Strategy
Education
School of Visual Arts 1996 — 2009
Graphic Arts Continuing Education
Seton Hall University 1988 — 1994
Bachelor of Arts (BA), English Language and Literature, General
Ridgewood High
diploma, academic
Amish Trivedi's Merrill Lynch Experience 2006 - 2009
Job Vice President, Credit Review, at Bank of America
Industry Banking
Experience
Bank of America October 2010 - Present
BMO Financial Group June 2009 - October 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2006
IDBI Bank 1998 - 2001
Cholamandalam Investment & Finance Company 1996 - 1998
Gujarat Lease Financing Company Ltd 1994 - 1996
Vadilal Ice Cream Industries 1991 - 1992
Education
E. Philip Saunders College of Business, Rochester, New York 2001 — 2003
Masters, Finance
The Maharaja Sayajirao University of Baroda 1992 — 1994
Master of Business Administration (M.B.A.), Finance
Saurashtra University 1987 — 1991
Bachelor's Degree, Industrial Engineering
Bank of America October 2010 - Present
BMO Financial Group June 2009 - October 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2006
IDBI Bank 1998 - 2001
Cholamandalam Investment & Finance Company 1996 - 1998
Gujarat Lease Financing Company Ltd 1994 - 1996
Vadilal Ice Cream Industries 1991 - 1992
Education
E. Philip Saunders College of Business, Rochester, New York 2001 — 2003
Masters, Finance
The Maharaja Sayajirao University of Baroda 1992 — 1994
Master of Business Administration (M.B.A.), Finance
Saurashtra University 1987 — 1991
Bachelor's Degree, Industrial Engineering
Heewon Chae's Merrill Lynch Experience 2005 - 2006
Job PhD Candidate
Industry Research
Experience
Samsung Electronics 2006 - 2006
Merrill Lynch 2005 - 2006
Cazenove Capital Management 2004 - 2004
Skills
Business Strategy, Market Research, Strategic Planning, Statistics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2016
Doctor of Philosophy (Ph.D.), Strategy
Seoul National University 2007 — 2009
MS, Business Administration/Strategy and International Business
Seoul National University 2002 — 2007
BBA, Business Administration
Samsung Electronics 2006 - 2006
Merrill Lynch 2005 - 2006
Cazenove Capital Management 2004 - 2004
Skills
Business Strategy, Market Research, Strategic Planning, Statistics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2016
Doctor of Philosophy (Ph.D.), Strategy
Seoul National University 2007 — 2009
MS, Business Administration/Strategy and International Business
Seoul National University 2002 — 2007
BBA, Business Administration
Saravanan Palanivelu's Merrill Lynch Experience 1998 - 2000
Job Director at Auto Injury Solutions
Industry Hospital & Health Care
Experience
Auto Injury Solutions - CCCIS January 2014 - Present
Concentra November 2003 - January 2014
Universal Software Corporation 2000 - 2003
Merrill Lynch 1998 - 2000
Syntel Inc 1996 - 1998
Skills
SDLC, SQL, Data Warehousing, Microsoft SQL Server, Requirements Analysis, Disaster Recovery, Databases, Business Intelligence, IT Strategy, Enterprise Architecture, Solution Architecture, Integration, IT Management, SOA, Software Project...
Education
Sathyabama Institute of Science and Technology 1988 — 1992
Computer Science and Engineering
Auto Injury Solutions - CCCIS January 2014 - Present
Concentra November 2003 - January 2014
Universal Software Corporation 2000 - 2003
Merrill Lynch 1998 - 2000
Syntel Inc 1996 - 1998
Skills
SDLC, SQL, Data Warehousing, Microsoft SQL Server, Requirements Analysis, Disaster Recovery, Databases, Business Intelligence, IT Strategy, Enterprise Architecture, Solution Architecture, Integration, IT Management, SOA, Software Project...
Education
Sathyabama Institute of Science and Technology 1988 — 1992
Computer Science and Engineering
Barbara Chambers's Merrill Lynch Experience January 1988 - October 1989
Job CPG Marketing Services Project Manager
Industry Consumer Goods
Experience
The Chambers Group May 2011 - Present
Unilever December 2008 - April 2011
Unilever June 2008 - November 2008
The Chambers Group September 2006 - May 2008
Unilever January 2006 - August 2006
Reckitt Benckiser January 2003 - December 2005
Kraft Foods Group October 1996 - February 2002
Bestfoods, Inc. October 1989 - October 1996
Merrill Lynch January 1988 - October 1989
Calabotta Creative Communications August 1986 - December 1988
Skills
Design, Print & Project..., Management Of Direct..., Operations Management, Global Marketing, Technical Knowledge of..., On-site Press Approvals, Project Management, Print, Packaging, Cross Functional..., Cross-functional Team..., Brand Architecture, Brand Development, Graphic Design, Pre-press, Product Innovation, Retail Packaging, Color Management, Packaging Engineering, Image Manipulation, Customer Insight, Brand Management, Graphics, Design Strategy, Corrugated, Leadership, Mac, Branding & Identity, Corporate Branding, Layout, Shopper Marketing, Consumer Products, Integrated Marketing, B2B, Creative Direction, Brochures, Direct Mail, CRM, Corporate Identity, Print Management, Brand Equity
Education
School of Visual Arts
Design
Seton Hall University
BA, Fine Art
The Chambers Group May 2011 - Present
Unilever December 2008 - April 2011
Unilever June 2008 - November 2008
The Chambers Group September 2006 - May 2008
Unilever January 2006 - August 2006
Reckitt Benckiser January 2003 - December 2005
Kraft Foods Group October 1996 - February 2002
Bestfoods, Inc. October 1989 - October 1996
Merrill Lynch January 1988 - October 1989
Calabotta Creative Communications August 1986 - December 1988
Skills
Design, Print & Project..., Management Of Direct..., Operations Management, Global Marketing, Technical Knowledge of..., On-site Press Approvals, Project Management, Print, Packaging, Cross Functional..., Cross-functional Team..., Brand Architecture, Brand Development, Graphic Design, Pre-press, Product Innovation, Retail Packaging, Color Management, Packaging Engineering, Image Manipulation, Customer Insight, Brand Management, Graphics, Design Strategy, Corrugated, Leadership, Mac, Branding & Identity, Corporate Branding, Layout, Shopper Marketing, Consumer Products, Integrated Marketing, B2B, Creative Direction, Brochures, Direct Mail, CRM, Corporate Identity, Print Management, Brand Equity
Education
School of Visual Arts
Design
Seton Hall University
BA, Fine Art
Brian J. Overby's Merrill Lynch Experience August 1998 - February 2001
Job Bank of the West Wealth Management
Industry Banking
Experience
Bank of the West 2015 - Present
Regions Bank January 2000 - September 2014
Merrill Lynch August 1998 - February 2001
Barnett Bank January 1990 - July 1998
Skills
Portfolio Management, Asset Based Lending, Mortgage Lending, Credit Analysis, Private Banking, Treasury Management, Cash Management, Small Business Lending, Commercial Lending, Credit Risk, Cross Selling, Retail Banking, Commercial Banking, Underwriting, Loans, Banking, Lines Of Credit, Loan Origination, Financial Analysis, Credit, Wealth Management, Consumer Lending, Finance
Education
University of Nebraska at Omaha 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Finance Major
Cannon Financial Institute
non-degree certification
Seminole State College of Florida 1995 — 1996
Leadership Seminole County, National Association for Community Leadership
Bank of the West 2015 - Present
Regions Bank January 2000 - September 2014
Merrill Lynch August 1998 - February 2001
Barnett Bank January 1990 - July 1998
Skills
Portfolio Management, Asset Based Lending, Mortgage Lending, Credit Analysis, Private Banking, Treasury Management, Cash Management, Small Business Lending, Commercial Lending, Credit Risk, Cross Selling, Retail Banking, Commercial Banking, Underwriting, Loans, Banking, Lines Of Credit, Loan Origination, Financial Analysis, Credit, Wealth Management, Consumer Lending, Finance
Education
University of Nebraska at Omaha 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Finance Major
Cannon Financial Institute
non-degree certification
Seminole State College of Florida 1995 — 1996
Leadership Seminole County, National Association for Community Leadership
Susan Aagenaes's Merrill Lynch Experience 2000 - 2004
Job Bachelor of Science in Nursing (in progress)
Industry Hospital & Health Care
Experience
ISS an MSCI Brand 2009 - 2011
Innovest 2006 - 2009
Trucost PLC 2005 - 2006
Merrill Lynch 2000 - 2004
Education
School of Oriental and African Studies, U. of London
MA International Studies & Diplomacy, Merit
University of Edinburgh
Bachelor of Commerce (B.Com.), International Business, Marketing, PR, 2;1
ISS an MSCI Brand 2009 - 2011
Innovest 2006 - 2009
Trucost PLC 2005 - 2006
Merrill Lynch 2000 - 2004
Education
School of Oriental and African Studies, U. of London
MA International Studies & Diplomacy, Merit
University of Edinburgh
Bachelor of Commerce (B.Com.), International Business, Marketing, PR, 2;1
Ryan Skogstad's Merrill Lynch Experience April 2004 - September 2012
Job Sr. Financial Advisor at Capstone Wealth Advisors
Industry Financial Services
Experience
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch April 2004 - September 2012
Waddell & Reed May 2001 - April 2004
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Retirement, Investment Advisory, Investment Strategies, Fixed Income, Alternative Investments, Mutual Funds, Equities
Education
Western Oregon University 2002 — 2003
Master's degree
Seattle Pacific University 1998 — 2000
Mathematics, Mathematics
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch April 2004 - September 2012
Waddell & Reed May 2001 - April 2004
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Retirement, Investment Advisory, Investment Strategies, Fixed Income, Alternative Investments, Mutual Funds, Equities
Education
Western Oregon University 2002 — 2003
Master's degree
Seattle Pacific University 1998 — 2000
Mathematics, Mathematics
Erik Torseth's Merrill Lynch Experience January 2003 - March 2003
Job Finance/Reporting Manager at HomeStreet Bank
Industry Information Technology and Services
Experience
HomeStreet Bank June 2012 - Present
VMC Consulting February 2009 - June 2012
Washington Mutual December 2005 - January 2009
Washington Mutual June 2003 - December 2005
Northwestern Mutual January 2003 - May 2003
Merrill Lynch January 2003 - March 2003
Skills
Finance, Forecasting, Financial Modeling, Portfolio Management, Capital Markets, Financial Analysis, Accounting, Analysis, Fixed Income, Risk Management, Financial Reporting, Management, Business Process..., Process Improvement, Credit, Business Analysis
Education
University of Washington, Michael G. Foster School of Business 2013 — 2016
Master of Business Administration (MBA)
Seattle Pacific University 1999 — 2003
BA in Business, Finance, Marketing
HomeStreet Bank June 2012 - Present
VMC Consulting February 2009 - June 2012
Washington Mutual December 2005 - January 2009
Washington Mutual June 2003 - December 2005
Northwestern Mutual January 2003 - May 2003
Merrill Lynch January 2003 - March 2003
Skills
Finance, Forecasting, Financial Modeling, Portfolio Management, Capital Markets, Financial Analysis, Accounting, Analysis, Fixed Income, Risk Management, Financial Reporting, Management, Business Process..., Process Improvement, Credit, Business Analysis
Education
University of Washington, Michael G. Foster School of Business 2013 — 2016
Master of Business Administration (MBA)
Seattle Pacific University 1999 — 2003
BA in Business, Finance, Marketing
Joe Hand's Merrill Lynch Experience October 2010 - Present
Job Student at Sonoma State University
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Hand Construction January 2008 - October 2011
Hands on Home Repair May 2000 - January 2008
Skills
Financial Services, Investments, Home Building
Education
Sonoma State University 2007 — 2009
Bachelors of Science, Business Finance
Santa Rosa Junior College 2004 — 2007
AA / Prerequisite for BA, Business Administration
Merrill Lynch October 2010 - Present
Hand Construction January 2008 - October 2011
Hands on Home Repair May 2000 - January 2008
Skills
Financial Services, Investments, Home Building
Education
Sonoma State University 2007 — 2009
Bachelors of Science, Business Finance
Santa Rosa Junior College 2004 — 2007
AA / Prerequisite for BA, Business Administration
Jignesh Darji's Merrill Lynch Experience August 2011 - December 2011
Job Senior .Net Consultant
Industry Financial Services
Experience
Auto Injury Solutions September 2014 - Present
Bank of America Merrill Lynch December 2012 - Present
iTrade Risk & Insurance Services January 2012 - November 2012
Merrill Lynch August 2011 - December 2011
Concentra Auto Injury Solutions January 2007 - June 2011
Leo TechnoSoft, PVt. Ltd June 2004 - December 2006
HKInfoCom April 2003 - June 2004
Skills
ASP.NET, C#, jQuery, WCF, Microsoft SQL Server, WPF, XML, VB.NET, .NET, Web Services, AJAX, LINQ, JavaScript, ASP.NET MVC, TFS, ADO.NET, JSON, ASP.NET AJAX, Entity Framework, MVC
Education
Sardar Patel University
MCA, Computer Application
Sardar Patel University
Bachelor of Science, Mathematics
Auto Injury Solutions September 2014 - Present
Bank of America Merrill Lynch December 2012 - Present
iTrade Risk & Insurance Services January 2012 - November 2012
Merrill Lynch August 2011 - December 2011
Concentra Auto Injury Solutions January 2007 - June 2011
Leo TechnoSoft, PVt. Ltd June 2004 - December 2006
HKInfoCom April 2003 - June 2004
Skills
ASP.NET, C#, jQuery, WCF, Microsoft SQL Server, WPF, XML, VB.NET, .NET, Web Services, AJAX, LINQ, JavaScript, ASP.NET MVC, TFS, ADO.NET, JSON, ASP.NET AJAX, Entity Framework, MVC
Education
Sardar Patel University
MCA, Computer Application
Sardar Patel University
Bachelor of Science, Mathematics
Jill Ritch's Merrill Lynch Experience 1998 - 2000
Job Senior Administrative Assistant / Executive Assistant
Industry Financial Services
Experience
Wells Fargo 2011 - 2013
Ernst & Young 2010 - 2011
JP Morgan Chase/Washington Mutual Bank 2001 - 2009
Merrill Lynch 1998 - 2000
Key Bank 1992 - 1998
Skills
Travel Planning, Reporting Systems, Project Coordination, Invoice Processing, Scheduling Tools, Expense Reports, Time Management, Purchasing, New Hire Processes, Human Resources, Meeting Planning, Event Planning
Education
Seattle University
Business Classes
Seattle-area Community Colleges
Business Classes
Wells Fargo 2011 - 2013
Ernst & Young 2010 - 2011
JP Morgan Chase/Washington Mutual Bank 2001 - 2009
Merrill Lynch 1998 - 2000
Key Bank 1992 - 1998
Skills
Travel Planning, Reporting Systems, Project Coordination, Invoice Processing, Scheduling Tools, Expense Reports, Time Management, Purchasing, New Hire Processes, Human Resources, Meeting Planning, Event Planning
Education
Seattle University
Business Classes
Seattle-area Community Colleges
Business Classes
Maria Garrett's Merrill Lynch Experience May 1993 - November 1999
Job Manager, HR Operations at TMX Group
Industry Financial Services
Experience
TMX Group January 2013 - Present
TMX Group March 2002 - December 2012
Morgan Stanley November 1999 - March 2002
Merrill Lynch May 1993 - November 1999
Burns Fry Ltd July 1980 - May 1993
Education
Seneca College of Applied Arts and Technology 1988 — 1992
Certificate, Business
Eastern High School of Commerce 1977 — 1980
TMX Group January 2013 - Present
TMX Group March 2002 - December 2012
Morgan Stanley November 1999 - March 2002
Merrill Lynch May 1993 - November 1999
Burns Fry Ltd July 1980 - May 1993
Education
Seneca College of Applied Arts and Technology 1988 — 1992
Certificate, Business
Eastern High School of Commerce 1977 — 1980
premkrishnan gopalan's Merrill Lynch Experience 2005 - 2008
Job Sr Consultant at TeraThink Corporation
Industry Information Technology and Services
Experience
TeraThink Corporation 2009 - Present
Deloitte Consulting May 2009 - November 2009
BearingPoint October 2006 - May 2009
Merrill Lynch 2005 - 2008
Satyam Computer Services Ltd 2003 - 2006
Education
Sathyabama University
Sri Shankara Senior Secondary School
TeraThink Corporation 2009 - Present
Deloitte Consulting May 2009 - November 2009
BearingPoint October 2006 - May 2009
Merrill Lynch 2005 - 2008
Satyam Computer Services Ltd 2003 - 2006
Education
Sathyabama University
Sri Shankara Senior Secondary School
Nora Kahn's Merrill Lynch Experience July 2007 - July 2010
Job Institutional Equity Sales, Equity Research
Industry Financial Services
Experience
Merrill Lynch July 2007 - July 2010
HSBC January 2007 - July 2007
HSBC September 2004 - January 2007
Business Roundtable June 2003 - August 2003
Council on Foreign Relations June 2000 - August 2002
Skills
Equity Research, Retail, Asset Management, Financial Modeling, Investments, Valuation
Education
Johns Hopkins University, School of Advanced International Studies 2002 — 2004
Masters of Arts in International Relations, Economics, Finance, International Law, 3.6
Sarah Lawrence College 1996 — 2000
Bachelor of Arts, 3.5
The London School of Economics and Political Science (LSE) 1998 — 1999
Year Abroad
Merrill Lynch July 2007 - July 2010
HSBC January 2007 - July 2007
HSBC September 2004 - January 2007
Business Roundtable June 2003 - August 2003
Council on Foreign Relations June 2000 - August 2002
Skills
Equity Research, Retail, Asset Management, Financial Modeling, Investments, Valuation
Education
Johns Hopkins University, School of Advanced International Studies 2002 — 2004
Masters of Arts in International Relations, Economics, Finance, International Law, 3.6
Sarah Lawrence College 1996 — 2000
Bachelor of Arts, 3.5
The London School of Economics and Political Science (LSE) 1998 — 1999
Year Abroad
Paul Lenihan's Merrill Lynch Experience December 1982 - November 1987
Job Supervisory Analyst at CLSA
Industry Financial Services
Experience
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
Tori Loveless's Merrill Lynch Experience Division Compliance AdvisorMerrill LynchOctober 2010 - Present
Job Division Compliance Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Division Compliance AdvisorMerrill LynchOctober 2010 - Present
Merrill Lynch 1995 - Present
merrill lynch 1980 - 2008
Education
Schreiner University 1988 — 1991
BA, Business/Psychology
Merrill Lynch Division Compliance AdvisorMerrill LynchOctober 2010 - Present
Merrill Lynch 1995 - Present
merrill lynch 1980 - 2008
Education
Schreiner University 1988 — 1991
BA, Business/Psychology
Brendan O'Farrell's Merrill Lynch Experience October 1998 - December 1998
Job Management Consultant
Industry Management Consulting
Experience
Econometrics LLC January 2013 - Present
American Academy of Actuaries 1980 - Present
American Society of Pension Professionals and Actuaries January 1971 - Present
Maninis LLC June 2013 - February 2014
Spectrum Pension Consultants, Inc. January 2007 - August 2013
Alzheimer's Association 2008 - 2012
HCM International October 1998 - December 2006
Merrill Lynch October 1998 - December 1998
Howard Johnson & Company 1970 - 1998
Skills
401k, Business Planning, Defined Benefit, Leadership, Management, Strategic Planning, Retirement, Pensions, Public Speaking, Employee Benefits, Management Consulting, Consulting, Program Management, Volunteer Management, Retirement Planning, ERISA, Nonprofits, Mergers & Acquisitions, Fundraising, Investments, Budgets, Deferred Compensation, Research, Organizational..., Insurance, Mutual Funds, Board Development, Actuarial Science, Investment Advisory, Asset Allocation, Investment Strategies, Financial Advisory, Policy, Event Planning, Strategic Financial..., Event Management, Public Policy, Policy Analysis, Small Business, Financial Planning, Community Outreach, Investment Management, Food, Strategy, Team Building, Business Strategy, Hospitality Management
Education
Seattle University 1963 — 1965
Bachelor of Science (BS), Econ/Finance
Econometrics LLC January 2013 - Present
American Academy of Actuaries 1980 - Present
American Society of Pension Professionals and Actuaries January 1971 - Present
Maninis LLC June 2013 - February 2014
Spectrum Pension Consultants, Inc. January 2007 - August 2013
Alzheimer's Association 2008 - 2012
HCM International October 1998 - December 2006
Merrill Lynch October 1998 - December 1998
Howard Johnson & Company 1970 - 1998
Skills
401k, Business Planning, Defined Benefit, Leadership, Management, Strategic Planning, Retirement, Pensions, Public Speaking, Employee Benefits, Management Consulting, Consulting, Program Management, Volunteer Management, Retirement Planning, ERISA, Nonprofits, Mergers & Acquisitions, Fundraising, Investments, Budgets, Deferred Compensation, Research, Organizational..., Insurance, Mutual Funds, Board Development, Actuarial Science, Investment Advisory, Asset Allocation, Investment Strategies, Financial Advisory, Policy, Event Planning, Strategic Financial..., Event Management, Public Policy, Policy Analysis, Small Business, Financial Planning, Community Outreach, Investment Management, Food, Strategy, Team Building, Business Strategy, Hospitality Management
Education
Seattle University 1963 — 1965
Bachelor of Science (BS), Econ/Finance
Martin Petoyan's Merrill Lynch Experience June 2010 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Academy of Business Leadership June 2009 - September 2009
Skills
Financial Analysis, Business Planning, Financial Advisory, Mutual Funds, Securities, Wealth Management, Strategic Financial..., Access, Fixed Income, Financial Services, Risk Management, Rollovers, Multi-generational..., Education Funding, Wealth Preservation..., Financial Planning
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Managerial Economics
Sapienza Università di Roma
Sapienza Università di Roma
Van Nuys High School
Van Nuys High School
New York Life Insurance Company August 2012 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Academy of Business Leadership June 2009 - September 2009
Skills
Financial Analysis, Business Planning, Financial Advisory, Mutual Funds, Securities, Wealth Management, Strategic Financial..., Access, Fixed Income, Financial Services, Risk Management, Rollovers, Multi-generational..., Education Funding, Wealth Preservation..., Financial Planning
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Managerial Economics
Sapienza Università di Roma
Sapienza Università di Roma
Van Nuys High School
Van Nuys High School
Pamela Melendez's Merrill Lynch Experience August 2006 - November 2006
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock July 2013 - Present
Moss Adams Wealth Advisors LLC June 2010 - June 2013
ING Financial Partners March 2008 - June 2009
The Westin Bellevue June 2007 - March 2008
Merrill Lynch August 2006 - November 2006
Skills
Financial Modeling, Financial Analysis, Asset Management, Investments, Finance, Portfolio Management, Microsoft Excel, Valuation
Education
Seattle University 2005 — 2007
Bachelor of Arts- Business Administration, Finance & International Business
BlackRock July 2013 - Present
Moss Adams Wealth Advisors LLC June 2010 - June 2013
ING Financial Partners March 2008 - June 2009
The Westin Bellevue June 2007 - March 2008
Merrill Lynch August 2006 - November 2006
Skills
Financial Modeling, Financial Analysis, Asset Management, Investments, Finance, Portfolio Management, Microsoft Excel, Valuation
Education
Seattle University 2005 — 2007
Bachelor of Arts- Business Administration, Finance & International Business
Larry Dime's Merrill Lynch Experience August 2015 - Present
Job Vice President, Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
MERRILL LYNCH August 2015 - Present
Morgan Stanley Wealth Management June 1995 - August 2015
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Strategies, Financial Analysis, Asset Management, Financial Modeling, 401k, Investment Advisory, Securities, FINRA, Alternative Investments, Retirement, Strategic Financial..., Portfolio Management, Series 6, Estate Planning, Fixed Income, Loans, Separately Managed..., Trust Services, Life Insurance, Fixed Annuities, Investment Management, Equities, IRAs, 401k Rollovers, Finance, Financial Advisory, Financial Planners, Wealth, Wealth Management..., ETFs, Certified Financial..., Mortgage Lending, Personal Financial..., Risk Management, Uniform Combined State..., Series 24, Series 65
Education
Seattle University
AA, Business
MERRILL LYNCH August 2015 - Present
Morgan Stanley Wealth Management June 1995 - August 2015
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Strategies, Financial Analysis, Asset Management, Financial Modeling, 401k, Investment Advisory, Securities, FINRA, Alternative Investments, Retirement, Strategic Financial..., Portfolio Management, Series 6, Estate Planning, Fixed Income, Loans, Separately Managed..., Trust Services, Life Insurance, Fixed Annuities, Investment Management, Equities, IRAs, 401k Rollovers, Finance, Financial Advisory, Financial Planners, Wealth, Wealth Management..., ETFs, Certified Financial..., Mortgage Lending, Personal Financial..., Risk Management, Uniform Combined State..., Series 24, Series 65
Education
Seattle University
AA, Business
Jack Hui's Merrill Lynch Experience September 2010 - December 2010
Job Data Analyst at ChaTeck, Inc.
Industry Financial Services
Experience
ChaTeck, Inc. February 2011 - Present
Merrill Lynch September 2010 - December 2010
Skills
Microsoft SQL Server, Microsoft Office, Pivot Tables, VBA, HTML, Database Engine Tuning..., SDLC, Visual Paradigm, Agile Methodologies, SharePoint, Visio, Conditional Formatting, SSIS, Series 63, Series 65, Series 66
Education
University of Washington, Michael G. Foster School of Business 2008 — 2010
Bachelor of Arts (B.A.), Business Administration (Information Systems and Finance)
Seattle Central Community College 2005 — 2008
Associate of Arts (A.A.), Business Administration
ChaTeck, Inc. February 2011 - Present
Merrill Lynch September 2010 - December 2010
Skills
Microsoft SQL Server, Microsoft Office, Pivot Tables, VBA, HTML, Database Engine Tuning..., SDLC, Visual Paradigm, Agile Methodologies, SharePoint, Visio, Conditional Formatting, SSIS, Series 63, Series 65, Series 66
Education
University of Washington, Michael G. Foster School of Business 2008 — 2010
Bachelor of Arts (B.A.), Business Administration (Information Systems and Finance)
Seattle Central Community College 2005 — 2008
Associate of Arts (A.A.), Business Administration
Ian Sterk's Merrill Lynch Experience December 2011 - May 2012
Job Loan Operations & Customer Relationship Consultant at SoFi
Industry Financial Services
Experience
SoFi November 2014 - Present
Neighborhood Church of Redding June 2014 - November 2014
CN Utility Consulting December 2013 - June 2014
Dutch Bros. Coffee May 2013 - December 2013
Neighborhood Church of Redding March 2012 - August 2013
Farm Power Northwest LLC May 2012 - November 2012
Merrill Lynch December 2011 - May 2012
Simpson University January 2012 - April 2012
Simpson University August 2011 - April 2012
Knickerbockers Catering Co. June 2005 - January 2012
Skills
Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Interpersonal Skill, PowerPoint, Microsoft Office, Time Management, Accounts Payable, Budget Monitoring, Sales, Accounts Receivable, Team Leadership, Data Entry, Outlook, QuickBooks, Interpersonal..., Clerical Skills, Administrative..., Payroll, HRIS
Education
Simpson University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Santa Rosa Junior College 2008 — 2010
General Education
SoFi November 2014 - Present
Neighborhood Church of Redding June 2014 - November 2014
CN Utility Consulting December 2013 - June 2014
Dutch Bros. Coffee May 2013 - December 2013
Neighborhood Church of Redding March 2012 - August 2013
Farm Power Northwest LLC May 2012 - November 2012
Merrill Lynch December 2011 - May 2012
Simpson University January 2012 - April 2012
Simpson University August 2011 - April 2012
Knickerbockers Catering Co. June 2005 - January 2012
Skills
Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Interpersonal Skill, PowerPoint, Microsoft Office, Time Management, Accounts Payable, Budget Monitoring, Sales, Accounts Receivable, Team Leadership, Data Entry, Outlook, QuickBooks, Interpersonal..., Clerical Skills, Administrative..., Payroll, HRIS
Education
Simpson University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Santa Rosa Junior College 2008 — 2010
General Education
Jennifer Tandler's Merrill Lynch Experience April 2001 - April 2002
Job Senior Customer Service Representative at Educational Testing Service (ETS)
Industry Consumer Services
Experience
Educational Testing Service (ETS) August 2010 - Present
McGraw-Hill Higher Education April 2007 - June 2010
McGraw-Hill Employees Federal Credit Union June 2005 - April 2007
AAA Mid-Atlantic May 2004 - June 2005
Merrill Lynch April 2001 - April 2002
The Cherenson Group November 1991 - March 2000
Skills
Customer Service, Customer Satisfaction, Troubleshooting, Call Centers, Sales, Salesforce.com, Account Management, Marketing, Microsoft Office, Management, Leadership
Education
School of Visual Arts
BFA, Advertising
Educational Testing Service (ETS) August 2010 - Present
McGraw-Hill Higher Education April 2007 - June 2010
McGraw-Hill Employees Federal Credit Union June 2005 - April 2007
AAA Mid-Atlantic May 2004 - June 2005
Merrill Lynch April 2001 - April 2002
The Cherenson Group November 1991 - March 2000
Skills
Customer Service, Customer Satisfaction, Troubleshooting, Call Centers, Sales, Salesforce.com, Account Management, Marketing, Microsoft Office, Management, Leadership
Education
School of Visual Arts
BFA, Advertising
Terry Zhang's Merrill Lynch Experience January 2010 - April 2010
Job PhD Student in Finance at The University of British Columbia
Industry Financial Services
Experience
The University of British Columbia September 2013 - Present
CPP Investment Board May 2013 - August 2013
Scotiabank September 2011 - December 2011
Merrill Lynch January 2010 - April 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Risk Management, Derivatives, Bloomberg, Auditing, Financial Reporting, Accounting, Valuation, Investments, Corporate Finance, Economics, Asset Management, Portfolio Management, Equities, VBA, Quantitative Finance
Education
University of Waterloo 2008 — 2013
Bachelor of Math, Mathematics
Wilfrid Laurier University 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Sauder School of Business
The University of British Columbia September 2013 - Present
CPP Investment Board May 2013 - August 2013
Scotiabank September 2011 - December 2011
Merrill Lynch January 2010 - April 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Risk Management, Derivatives, Bloomberg, Auditing, Financial Reporting, Accounting, Valuation, Investments, Corporate Finance, Economics, Asset Management, Portfolio Management, Equities, VBA, Quantitative Finance
Education
University of Waterloo 2008 — 2013
Bachelor of Math, Mathematics
Wilfrid Laurier University 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Sauder School of Business
Taulina Ibragimova's Merrill Lynch Experience October 2010 - December 2010
Job Human Capital Management Specialist / Customer Service Solutions
Industry Information Technology and Services
Experience
Oracle January 2014 - Present
Top Notch LLC June 2010 - August 2012
Merrill Lynch October 2010 - December 2010
Santa Monica Rental Rights September 2010 - November 2010
MOTO June 2009 - August 2009
Skills
Public Speaking, Customer Service, Sales, Market Research, Finance, Project Management, Operations Management, Mathematics, Accounting, Research, Microsoft Excel, Team Leadership, Data Analysis, PowerPoint, Leadership, Analysis, Entrepreneurship, Teamwork, Microsoft Word, Spanish, Event Planning, Business Strategy, SaaS, Oracle Applications, Cloud Computing, Software Consulting, Business Intelligence, global HCM, Strategy, Human Resources, Program Management, Social Networking, Project Planning, Strategic Planning, Social Media, Management, Business Development, Consulting, Product Management, Start-ups, Business Analysis, Business Planning, Team Building, Microsoft Office, CRM, Account Management, Marketing, Time Management
Education
USC Marshall School of Business
BUAD, Business Administration
University of Southern California
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Monica College
Business Administration
Oracle January 2014 - Present
Top Notch LLC June 2010 - August 2012
Merrill Lynch October 2010 - December 2010
Santa Monica Rental Rights September 2010 - November 2010
MOTO June 2009 - August 2009
Skills
Public Speaking, Customer Service, Sales, Market Research, Finance, Project Management, Operations Management, Mathematics, Accounting, Research, Microsoft Excel, Team Leadership, Data Analysis, PowerPoint, Leadership, Analysis, Entrepreneurship, Teamwork, Microsoft Word, Spanish, Event Planning, Business Strategy, SaaS, Oracle Applications, Cloud Computing, Software Consulting, Business Intelligence, global HCM, Strategy, Human Resources, Program Management, Social Networking, Project Planning, Strategic Planning, Social Media, Management, Business Development, Consulting, Product Management, Start-ups, Business Analysis, Business Planning, Team Building, Microsoft Office, CRM, Account Management, Marketing, Time Management
Education
USC Marshall School of Business
BUAD, Business Administration
University of Southern California
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Monica College
Business Administration
Bruce Heiser's Merrill Lynch Experience December 1977 - July 1982
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley 1982 - Present
Merrill Lynch December 1977 - July 1982
Education
Seattle University 1974 — 1977
MBA, Business
University of Washington 1970 — 1974
BA, Zoology
Morgan Stanley 1982 - Present
Merrill Lynch December 1977 - July 1982
Education
Seattle University 1974 — 1977
MBA, Business
University of Washington 1970 — 1974
BA, Zoology
Pavel Sherman's Merrill Lynch Experience November 2000 - August 2002
Job Manager of Infrastructure at CLEAR (by Alclear, LLC)
Industry Financial Services
Experience
CLEAR (by Alclear, LLC) November 2012 - Present
Cortview Capital Holdings Inc June 2012 - November 2012
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2006 - June 2012
Coudert Brothers 2002 - 2006
Merrill Lynch November 2000 - August 2002
ProPharm October 1997 - October 2000
Skills
Microsoft Technologies, VMware, SAN, Cisco, Document Management, IT Strategy, Cisco Technologies
Education
Seneca College of Applied Arts and Technology 1995 — 1998
CLEAR (by Alclear, LLC) November 2012 - Present
Cortview Capital Holdings Inc June 2012 - November 2012
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2006 - June 2012
Coudert Brothers 2002 - 2006
Merrill Lynch November 2000 - August 2002
ProPharm October 1997 - October 2000
Skills
Microsoft Technologies, VMware, SAN, Cisco, Document Management, IT Strategy, Cisco Technologies
Education
Seneca College of Applied Arts and Technology 1995 — 1998
John McDonald's Merrill Lynch Experience October 2012 - March 2014
Job Client Manager at IMS ExpertServices
Industry Legal Services
Experience
IMS ExpertServices June 2015 - Present
Merrill Lynch October 2012 - March 2014
Smart Portfolios April 2011 - April 2012
Morgan Stanley October 2000 - July 2006
UBS October 1993 - October 2000
Skills
Portfolio Management, Investments, Trading, Equities, Fixed Income, Derivatives, Asset Allocation, ETFs, Hedge Funds, Securities, Risk Management, Finance, Retirement Planning, Alternative Investments, Capital Markets, Financial Modeling, Bonds, Financial Markets, Corporate Finance, FINRA, Fixed Income Trading, Equity Trading, Futures Trading, Commodity, Bloomberg, Equity Research, Options, Hedging, Trading Systems, Currency, FX Options, • Securities License:...
Education
Seattle University 1992 — 1994
Bachelor of Arts, Business Administration
Bainbridge High 1984 — 1988
High School
IMS ExpertServices June 2015 - Present
Merrill Lynch October 2012 - March 2014
Smart Portfolios April 2011 - April 2012
Morgan Stanley October 2000 - July 2006
UBS October 1993 - October 2000
Skills
Portfolio Management, Investments, Trading, Equities, Fixed Income, Derivatives, Asset Allocation, ETFs, Hedge Funds, Securities, Risk Management, Finance, Retirement Planning, Alternative Investments, Capital Markets, Financial Modeling, Bonds, Financial Markets, Corporate Finance, FINRA, Fixed Income Trading, Equity Trading, Futures Trading, Commodity, Bloomberg, Equity Research, Options, Hedging, Trading Systems, Currency, FX Options, • Securities License:...
Education
Seattle University 1992 — 1994
Bachelor of Arts, Business Administration
Bainbridge High 1984 — 1988
High School
Joseph McFarlane's Merrill Lynch Experience January 2012 - December 2012
Job Regional Private Banker | Relationship Manager
Industry Investment Banking
Experience
The Window & Door Replacement Company January 2014 - Present
Wells Fargo Advisors January 2012 - August 2014
Merrill Lynch January 2012 - December 2012
CBG Financial Group November 2007 - October 2011
Classe Catering January 2002 - January 2004
U.S Navy January 2001 - January 2002
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Equities, Retirement, Fixed Income, Investment Strategies, Portfolio Management, Securities, IRAs, Financial Advisory, Fixed Annuities, Estate Planning, Bonds, Asset Managment, 401k, Financial Analysis, Financial Modeling, Options, Wealth, Credit, Mortgage Lending, Banking, Equity Research, Life Insurance, High Net Worth..., Insurance, Pensions, Financial Planners, Financial Markets, Investment Management, Financial Services, ETFs, Wealth Management..., FINRA, Stocks, Loans, Series 65, 401k Rollovers, Private Banking, Commercial Banking, Roth IRA, Variable Annuities, Long-term Care
Education
Schenectady County Community College 2001 — 2003
Associate's degree, Criminal Justice
The Window & Door Replacement Company January 2014 - Present
Wells Fargo Advisors January 2012 - August 2014
Merrill Lynch January 2012 - December 2012
CBG Financial Group November 2007 - October 2011
Classe Catering January 2002 - January 2004
U.S Navy January 2001 - January 2002
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Equities, Retirement, Fixed Income, Investment Strategies, Portfolio Management, Securities, IRAs, Financial Advisory, Fixed Annuities, Estate Planning, Bonds, Asset Managment, 401k, Financial Analysis, Financial Modeling, Options, Wealth, Credit, Mortgage Lending, Banking, Equity Research, Life Insurance, High Net Worth..., Insurance, Pensions, Financial Planners, Financial Markets, Investment Management, Financial Services, ETFs, Wealth Management..., FINRA, Stocks, Loans, Series 65, 401k Rollovers, Private Banking, Commercial Banking, Roth IRA, Variable Annuities, Long-term Care
Education
Schenectady County Community College 2001 — 2003
Associate's degree, Criminal Justice
Bradley Rowe's Merrill Lynch Experience June 2014 - August 2014
Job Student at the University of Georgia
Industry Higher Education
Experience
Merrill Lynch June 2014 - August 2014
Camp Sea Gull May 2013 - August 2013
Skills
French, Leadership, Social Networking, Communication, Microsoft Office, Microsoft Excel, People Skills, Bloomberg Terminal
Education
The University of Georgia 2012 — 2016
Sciences Po 2015 — 2015
Wall Street Prep
Groton School 2008 — 2012
Merrill Lynch June 2014 - August 2014
Camp Sea Gull May 2013 - August 2013
Skills
French, Leadership, Social Networking, Communication, Microsoft Office, Microsoft Excel, People Skills, Bloomberg Terminal
Education
The University of Georgia 2012 — 2016
Sciences Po 2015 — 2015
Wall Street Prep
Groton School 2008 — 2012
Max Figueroa's Merrill Lynch Experience September 2012 - January 2013
Job University of Central Florida
Industry Financial Services
Experience
Merrill Lynch September 2012 - January 2013
UPS 2012 - January 2013
Skills
Leadership, Organization, Social Networking, Microsoft Excel, Spanish, Management, Critical Thinking, Dedication to..., Sports
Education
University of Central Florida 2010 — 2013
Bachelor of Science (BS), Finance and Marketing
Seminole Community College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Merrill Lynch September 2012 - January 2013
UPS 2012 - January 2013
Skills
Leadership, Organization, Social Networking, Microsoft Excel, Spanish, Management, Critical Thinking, Dedication to..., Sports
Education
University of Central Florida 2010 — 2013
Bachelor of Science (BS), Finance and Marketing
Seminole Community College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Brian Coghill's Merrill Lynch Experience September 2006 - August 2007
Job Sales at Chatham Steel Corporation
Industry Mining & Metals
Experience
Chatham Steel Corporation April 2012 - Present
Merrill Lynch September 2006 - August 2007
Skills
Leadership, Business Ethics, Sales, Customer Service, Financial Services, Relationship Management, Customer Satisfaction, Logistics, Metal Fabrication and..., Warehousing, Quality Assurance, Inventory Management, Time Management
Education
The University of Georgia 2008 — 2011
Bachelor of Business Administration (B.B.A.), Management
Savannah College of Art and Design 2006 — 2007
Industrial Design
University of Georgia - Terry College of Business
Chatham Steel Corporation April 2012 - Present
Merrill Lynch September 2006 - August 2007
Skills
Leadership, Business Ethics, Sales, Customer Service, Financial Services, Relationship Management, Customer Satisfaction, Logistics, Metal Fabrication and..., Warehousing, Quality Assurance, Inventory Management, Time Management
Education
The University of Georgia 2008 — 2011
Bachelor of Business Administration (B.B.A.), Management
Savannah College of Art and Design 2006 — 2007
Industrial Design
University of Georgia - Terry College of Business
Chris Hummel's Merrill Lynch Experience January 2012 - August 2012
Job Financial Analyst at PhysioControl, Inc.
Industry Medical Devices
Experience
Physio-Control, Inc. January 2015 - Present
Physio-Control, Inc. December 2013 - January 2015
ChemPoint July 2013 - December 2013
Merrill Lynch January 2012 - August 2012
Skills
Finance, Corporate Finance, Financial Analysis, Financial Modeling, Forecasting
Education
Seattle University
BA, Finance
Physio-Control, Inc. January 2015 - Present
Physio-Control, Inc. December 2013 - January 2015
ChemPoint July 2013 - December 2013
Merrill Lynch January 2012 - August 2012
Skills
Finance, Corporate Finance, Financial Analysis, Financial Modeling, Forecasting
Education
Seattle University
BA, Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank