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
Karen Wagner, ERMp Karen Wagner, ERMp's Merrill Lynch Experience February 1987 - February 1990
Job Sales Associate at The Home Depot
Industry Management Consulting
Experience
The Home Depot April 2013 - Present
New York Cares November 2012 - April 2013
Broken English August 2010 - August 2011
Market Resolve January 2006 - February 2009
Viacom January 2005 - August 2005
EXEC-U-SEARCH August 2000 - March 2004
Bearing Point 2004 - 2004
Guy Carpenter April 1998 - June 2000
Sumitomo Bank January 1992 - April 1996
Merrill Lynch February 1987 - February 1990
Skills
Training, Management, Mergers & Acquisitions, Sales, Leadership
Education
AIIM (Assoc of Info & Image Mgmt) 2009 — 2009
ERM Specialist & Capture Practioner, Electronic Records Management
Borough of Manhattan Community College 2009 — 2009
Accounting, Records Management
NYU School of Professional Studies 1982 — 1984
Certificate in Business, Business Administration, Records Management
The Home Depot April 2013 - Present
New York Cares November 2012 - April 2013
Broken English August 2010 - August 2011
Market Resolve January 2006 - February 2009
Viacom January 2005 - August 2005
EXEC-U-SEARCH August 2000 - March 2004
Bearing Point 2004 - 2004
Guy Carpenter April 1998 - June 2000
Sumitomo Bank January 1992 - April 1996
Merrill Lynch February 1987 - February 1990
Skills
Training, Management, Mergers & Acquisitions, Sales, Leadership
Education
AIIM (Assoc of Info & Image Mgmt) 2009 — 2009
ERM Specialist & Capture Practioner, Electronic Records Management
Borough of Manhattan Community College 2009 — 2009
Accounting, Records Management
NYU School of Professional Studies 1982 — 1984
Certificate in Business, Business Administration, Records Management
Sherry von Klitzing Sherry von Klitzing's Merrill Lynch Experience September 2000 - April 2003
Job Vice President. Mortgage Originator
Industry Banking
Experience
Private Plus Mortgage, a division of Private Bank of Buckhead March 2015 - Present
Emory University February 2011 - Present
American Advisors Group (AAG Reverse Mortgage) December 2012 - September 2014
Investment Advisors International October 2009 - December 2012
American Home Mortgage September 2005 - December 2008
Washington Mutual Home Loan Center May 2004 - August 2005
Merrill Lynch September 2000 - April 2003
Skills
Total Proficiency in..., Have developed markets..., Territorial Start-Up..., Strategic Partnership..., Key Account Management, Excellent Written and..., Complex Negotiations..., Sales Team Training and..., Global Market Expansion..., Business and Chanel..., Published Author, Keynote Speaker, 10 years experience..., Start-ups, Negotiation, Public Speaking, Training, Strategic Partnerships, Management, Entrepreneurship, Globalization, Recruiting, Coaching, Sales, Contract Negotiation, Direct Sales, Strategic Financial..., Customer Service, Marketing Strategy, Investments, Sales Management, Loans, Relationship Management, CRM, Finance, Business Development, Real Estate, Insurance, New Business Development, Small Business, Selling, Leadership, Mortgage Lending, FHA, Refinance, Reverse Mortgages, Investment Properties, Financial Planning
Education
Institution: Middlebury College 1976 — 1976
Post Graduate Fellowship, German Language and Literature
Florida State University 1973 — 1975
Master of Arts (MA), German and French Languages and Literature, 3.5
Birmingham-Southern College 1969 — 1971
Bachelor of Arts (B.A.), French and German Language and Literature, 3.2
Private Plus Mortgage, a division of Private Bank of Buckhead March 2015 - Present
Emory University February 2011 - Present
American Advisors Group (AAG Reverse Mortgage) December 2012 - September 2014
Investment Advisors International October 2009 - December 2012
American Home Mortgage September 2005 - December 2008
Washington Mutual Home Loan Center May 2004 - August 2005
Merrill Lynch September 2000 - April 2003
Skills
Total Proficiency in..., Have developed markets..., Territorial Start-Up..., Strategic Partnership..., Key Account Management, Excellent Written and..., Complex Negotiations..., Sales Team Training and..., Global Market Expansion..., Business and Chanel..., Published Author, Keynote Speaker, 10 years experience..., Start-ups, Negotiation, Public Speaking, Training, Strategic Partnerships, Management, Entrepreneurship, Globalization, Recruiting, Coaching, Sales, Contract Negotiation, Direct Sales, Strategic Financial..., Customer Service, Marketing Strategy, Investments, Sales Management, Loans, Relationship Management, CRM, Finance, Business Development, Real Estate, Insurance, New Business Development, Small Business, Selling, Leadership, Mortgage Lending, FHA, Refinance, Reverse Mortgages, Investment Properties, Financial Planning
Education
Institution: Middlebury College 1976 — 1976
Post Graduate Fellowship, German Language and Literature
Florida State University 1973 — 1975
Master of Arts (MA), German and French Languages and Literature, 3.5
Birmingham-Southern College 1969 — 1971
Bachelor of Arts (B.A.), French and German Language and Literature, 3.2
Anthony DiGiandomenico's Merrill Lynch Experience May 2009 - May 2013
Job Director Of Strategic Accounts at GO2 Partners
Industry Logistics and Supply Chain
Experience
GO2 Partners July 2013 - Present
Merrill Lynch May 2009 - May 2013
Merrill Lynch July 2007 - May 2009
Skills
Financial Analysis, Equities, Fixed Income, Marketing, Sales, Sales Management, Salesforce.com, Series 63, Series 7, Financial Services
Education
Miami University 2003 — 2007
Bond University
GO2 Partners July 2013 - Present
Merrill Lynch May 2009 - May 2013
Merrill Lynch July 2007 - May 2009
Skills
Financial Analysis, Equities, Fixed Income, Marketing, Sales, Sales Management, Salesforce.com, Series 63, Series 7, Financial Services
Education
Miami University 2003 — 2007
Bond University
Jessica Tuten Jessica Tuten's Merrill Lynch Experience May 2007 - August 2007
Job Owner at Up the Creek Farms
Industry Marketing and Advertising
Experience
Up the Creek Farms January 2014 - Present
Brevard Pools Inc April 2013 - Present
bb's Restaurant 2008 - 2013
904.com February 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Marketing, Market Research, Marketing Communications, Social Media Marketing, Sales Management, Marketing Strategy, Social Media, Strategic Planning, Microsoft Office, Advertising, Public Speaking, New Business Development, Integrated Marketing, Email Marketing, Sponsorship
Education
Jacksonville University 2004 — 2008
Bachelor, Marketing and Management
Bond University 2006 — 2006
Business Administration and Management, General
Up the Creek Farms January 2014 - Present
Brevard Pools Inc April 2013 - Present
bb's Restaurant 2008 - 2013
904.com February 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Marketing, Market Research, Marketing Communications, Social Media Marketing, Sales Management, Marketing Strategy, Social Media, Strategic Planning, Microsoft Office, Advertising, Public Speaking, New Business Development, Integrated Marketing, Email Marketing, Sponsorship
Education
Jacksonville University 2004 — 2008
Bachelor, Marketing and Management
Bond University 2006 — 2006
Business Administration and Management, General
Andrew Reese's Merrill Lynch Experience December 2009 - January 2010
Job Vice President, Sales at Unishippers
Industry Logistics and Supply Chain
Experience
Unishippers March 2015 - Present
SpareFoot May 2013 - March 2015
Main Street Hub December 2012 - March 2013
Command Transportation February 2012 - December 2012
Defacto Productions June 2011 - December 2011
Texas A&M Association of Former Students June 2010 - August 2011
Rock The Republic June 2010 - October 2010
Campus Special May 2010 - August 2010
Merrill Lynch December 2009 - January 2010
Skills
Microsoft Office, People Skills, Social Media, Cold Calling, Social Media Marketing, Customer Service, Sales, Public Relations, Marketing, CMS, Freight Brokerage, TMW, Fundraising, Entrepreneurship, Advertising, Marketing Strategy, Selling, Email Marketing, Sales Operations, Direct Sales, Salesforce.com, Event Management, Negotiation, New Business Development, Lead Generation, B2B, Account Management, Social Networking, Management, CRM, Team Building, Microsoft Word, Sales Management, Marketing Communications, Microsoft Excel, Public Speaking, Business Development, PowerPoint, WordPress, Online Marketing, Event Planning, Brand Management, Contract Negotiation, Market Research, Sales Process, Sales Presentations, Online Advertising, Leadership, Facebook, Networking
Education
Texas A&M University 2009 — 2011
Agricultural Economics, Finance & Real Estate
Blinn College 2007 — 2009
Transfer, Business
Unishippers March 2015 - Present
SpareFoot May 2013 - March 2015
Main Street Hub December 2012 - March 2013
Command Transportation February 2012 - December 2012
Defacto Productions June 2011 - December 2011
Texas A&M Association of Former Students June 2010 - August 2011
Rock The Republic June 2010 - October 2010
Campus Special May 2010 - August 2010
Merrill Lynch December 2009 - January 2010
Skills
Microsoft Office, People Skills, Social Media, Cold Calling, Social Media Marketing, Customer Service, Sales, Public Relations, Marketing, CMS, Freight Brokerage, TMW, Fundraising, Entrepreneurship, Advertising, Marketing Strategy, Selling, Email Marketing, Sales Operations, Direct Sales, Salesforce.com, Event Management, Negotiation, New Business Development, Lead Generation, B2B, Account Management, Social Networking, Management, CRM, Team Building, Microsoft Word, Sales Management, Marketing Communications, Microsoft Excel, Public Speaking, Business Development, PowerPoint, WordPress, Online Marketing, Event Planning, Brand Management, Contract Negotiation, Market Research, Sales Process, Sales Presentations, Online Advertising, Leadership, Facebook, Networking
Education
Texas A&M University 2009 — 2011
Agricultural Economics, Finance & Real Estate
Blinn College 2007 — 2009
Transfer, Business
Ryan M. Reynolds Ryan M. Reynolds's Merrill Lynch Experience December 2008 - February 2011
Job Financial Services Professional. series 7,66, Life insurance
Industry Financial Services
Experience
Allstate May 2013 - Present
E*TRADE Financial February 2011 - September 2012
Merrill Lynch December 2008 - February 2011
Wachovia Securities Financial Network May 2007 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, FINRA, Relationship Management, Investment Strategies, Investment Advisory, Securities, Series 63, Series 65, Finance, Life Insurance, Bonds, ETFs, High Net Worth..., Wealth Management..., IRAs
Education
Bond University 1999 — 2000
International business, International Business
Clemson University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Marketing
Allstate May 2013 - Present
E*TRADE Financial February 2011 - September 2012
Merrill Lynch December 2008 - February 2011
Wachovia Securities Financial Network May 2007 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, FINRA, Relationship Management, Investment Strategies, Investment Advisory, Securities, Series 63, Series 65, Finance, Life Insurance, Bonds, ETFs, High Net Worth..., Wealth Management..., IRAs
Education
Bond University 1999 — 2000
International business, International Business
Clemson University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Marketing
Angela O'Connor Angela O'Connor's Merrill Lynch Experience November 2014 - Present
Job Private Wealth Manager
Industry Investment Management
Experience
Merrill Lynch November 2014 - Present
The Incubation Factory December 2011 - August 2013
The Incubation Factory October 2010 - December 2011
Anduro Manufacturing January 2008 - January 2010
MAXAM 1999 - 2008
MCI WorldCom 1997 - 1999
Education
Birmingham-Southern College 1984 — 1988
BA, Double Major - Political Science/Business
Merrill Lynch November 2014 - Present
The Incubation Factory December 2011 - August 2013
The Incubation Factory October 2010 - December 2011
Anduro Manufacturing January 2008 - January 2010
MAXAM 1999 - 2008
MCI WorldCom 1997 - 1999
Education
Birmingham-Southern College 1984 — 1988
BA, Double Major - Political Science/Business
Jeff Beach, CFP Jeff Beach, CFP's Merrill Lynch Experience 1997 - Present
Job Asst. Vice President/Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1997 - Present
BB&T 1992 - 1997
Education
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER
Bob Jones University 1986 — 1990
Finance
Sumter Christian School 1982 — 1986
High School
Merrill Lynch 1997 - Present
BB&T 1992 - 1997
Education
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER
Bob Jones University 1986 — 1990
Finance
Sumter Christian School 1982 — 1986
High School
Jenna Kearney Jenna Kearney's Merrill Lynch Experience November 2012 - March 2013
Job Glazer's
Industry Entertainment
Experience
Glazer's Distributors July 2015 - Present
CRC Insurance Services, Inc. September 2014 - June 2015
OSi Restaurant Partners, LLC June 2012 - September 2014
Brillaint Lecture Series 2013 - June 2014
Sam Houston State University January 2012 - May 2013
Merrill Lynch November 2012 - March 2013
The Wehrly Marketing Group May 2010 - January 2013
Alliance Supply Management Inc. May 2008 - August 2008
Skills
Data Entry, Marketing, Business Development, Customer Service, Event Planning, Marketing Research, Social Media Marketing, Facebook, Management, Social Media, Sponsorship, Social Networking, Human Resources, Sales
Education
Sam Houston State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Blinn College 2008 — 2011
Glazer's Distributors July 2015 - Present
CRC Insurance Services, Inc. September 2014 - June 2015
OSi Restaurant Partners, LLC June 2012 - September 2014
Brillaint Lecture Series 2013 - June 2014
Sam Houston State University January 2012 - May 2013
Merrill Lynch November 2012 - March 2013
The Wehrly Marketing Group May 2010 - January 2013
Alliance Supply Management Inc. May 2008 - August 2008
Skills
Data Entry, Marketing, Business Development, Customer Service, Event Planning, Marketing Research, Social Media Marketing, Facebook, Management, Social Media, Sponsorship, Social Networking, Human Resources, Sales
Education
Sam Houston State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Blinn College 2008 — 2011
Krystle Karl's Merrill Lynch Experience May 2013 - Present
Job Client Associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Merrill Lynch February 2011 - May 2013
104.1 KRBE December 2010 - May 2011
Skills
Microsoft Office, Thomson One, Social Networking, Public Relations, Event Planning, Marketing, Social Media, Thompson One, Blogging, Microsoft Excel, Press Releases, Public Speaking
Education
University of Houston 2009 — 2011
Bachelor of Arts, Public Relations
Blinn College 2008 — 2009
Merrill Lynch May 2013 - Present
Merrill Lynch February 2011 - May 2013
104.1 KRBE December 2010 - May 2011
Skills
Microsoft Office, Thomson One, Social Networking, Public Relations, Event Planning, Marketing, Social Media, Thompson One, Blogging, Microsoft Excel, Press Releases, Public Speaking
Education
University of Houston 2009 — 2011
Bachelor of Arts, Public Relations
Blinn College 2008 — 2009
Brian Schama Brian Schama's Merrill Lynch Experience July 2011 - September 2012
Job Janitorial & Chemical Buyer at Clark Associates
Industry Wholesale
Experience
Clark Associates July 2014 - Present
Kalas Manufacturing, Inc. September 2012 - July 2014
Merrill Lynch July 2011 - September 2012
Wells Fargo May 2010 - July 2011
Skills
Sales, Customer Service, Asset Allocation, Account Management, Team Leadership, Strategic Planning, Operations Management, Business Analysis, Inventory Management, Sourcing, Procurement, Cross-functional Team..., Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Sales Operations, Team Building
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Bachelor of Science in Business Administration, Finance, General
Clark Associates July 2014 - Present
Kalas Manufacturing, Inc. September 2012 - July 2014
Merrill Lynch July 2011 - September 2012
Wells Fargo May 2010 - July 2011
Skills
Sales, Customer Service, Asset Allocation, Account Management, Team Leadership, Strategic Planning, Operations Management, Business Analysis, Inventory Management, Sourcing, Procurement, Cross-functional Team..., Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Sales Operations, Team Building
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Bachelor of Science in Business Administration, Finance, General
Jade Condon's Merrill Lynch Experience August 2010 - December 2010
Job IT Experienced Consultant at Protiviti
Industry Management Consulting
Experience
Protiviti June 2015 - Present
TriZetto Corporation January 2013 - December 2013
TriZetto, A Cognizant Company June 2012 - December 2012
Colorado State University August 2011 - May 2012
CFA Institute October 2011 - March 2012
Merrill Lynch August 2010 - December 2010
Skills
Data Analysis, Healthcare Information..., Valuation, Analysis, Microsoft Excel, Entrepreneurship, Business Analysis, Management, Bloomberg, Leadership, QNXT, SQL, Healthcare, Excel, Economics, Finance, Process Improvement, Strategy, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Project Management, Time Management, Management Consulting, Business Process..., Consulting
Education
Bond University 2014 — 2015
Master of Business Administration (MBA), International Business, Postgraduate
Tsinghua University 2014 — 2015
Master of Business Administration (MBA), International/Global Studies
Colorado State University 2008 — 2012
Bachelors of Science, Business Administration, Corporate Finance & Investment Analysis
Saint Edmond Catholic High School 2004 — 2008
Protiviti June 2015 - Present
TriZetto Corporation January 2013 - December 2013
TriZetto, A Cognizant Company June 2012 - December 2012
Colorado State University August 2011 - May 2012
CFA Institute October 2011 - March 2012
Merrill Lynch August 2010 - December 2010
Skills
Data Analysis, Healthcare Information..., Valuation, Analysis, Microsoft Excel, Entrepreneurship, Business Analysis, Management, Bloomberg, Leadership, QNXT, SQL, Healthcare, Excel, Economics, Finance, Process Improvement, Strategy, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Project Management, Time Management, Management Consulting, Business Process..., Consulting
Education
Bond University 2014 — 2015
Master of Business Administration (MBA), International Business, Postgraduate
Tsinghua University 2014 — 2015
Master of Business Administration (MBA), International/Global Studies
Colorado State University 2008 — 2012
Bachelors of Science, Business Administration, Corporate Finance & Investment Analysis
Saint Edmond Catholic High School 2004 — 2008
Alfonso Plazas Alfonso Plazas's Merrill Lynch Experience November 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch November 2013 - Present
Farm Credit June 2012 - May 2013
UTZ Certified July 2010 - March 2012
Juan Valdez Coffee( New York City, USA) November 2004 - May 2010
Vanguardia Inversiones y Consultorias (Colombia, SouthAmerica) June 2000 - January 2002
Administrative Department of the Colombian Presidential Office February 1996 - August 1998
Skills
Budgeting, Logistics, Retail, Inventory Management, Strategic Planning, Negotiation, Product Development, Account Management, Non-profits, Customer Relations, Spanish, English, Sales Management, Excel, PowerPoint, Financial Analysis, Forecasting, Operations Management, Business Management, Event Planning, Procurement, Business Planning, Risk Management, Marketing Strategy, Budgets, Management, Analysis, Leadership, Business Development, Microsoft Excel, Strategy
Education
Bond University 1998 — 2000
MBA, Business Administration
Pontificia Universidad Javeriana 1992 — 1997
Bachelor in Economics, Economics
Merrill Lynch November 2013 - Present
Farm Credit June 2012 - May 2013
UTZ Certified July 2010 - March 2012
Juan Valdez Coffee( New York City, USA) November 2004 - May 2010
Vanguardia Inversiones y Consultorias (Colombia, SouthAmerica) June 2000 - January 2002
Administrative Department of the Colombian Presidential Office February 1996 - August 1998
Skills
Budgeting, Logistics, Retail, Inventory Management, Strategic Planning, Negotiation, Product Development, Account Management, Non-profits, Customer Relations, Spanish, English, Sales Management, Excel, PowerPoint, Financial Analysis, Forecasting, Operations Management, Business Management, Event Planning, Procurement, Business Planning, Risk Management, Marketing Strategy, Budgets, Management, Analysis, Leadership, Business Development, Microsoft Excel, Strategy
Education
Bond University 1998 — 2000
MBA, Business Administration
Pontificia Universidad Javeriana 1992 — 1997
Bachelor in Economics, Economics
Adam Haggerty, CFP® Adam Haggerty, CFP®'s Merrill Lynch Experience December 2004 - December 2008
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2008 - Present
Merrill Lynch December 2004 - December 2008
Pioneer Bank and Trust 2003 - 2004
Education
Black Hills State University 1999 — 2003
BS, Business Administration emphasis in Entrepreneurial Studies
RBC Wealth Management October 2008 - Present
Merrill Lynch December 2004 - December 2008
Pioneer Bank and Trust 2003 - 2004
Education
Black Hills State University 1999 — 2003
BS, Business Administration emphasis in Entrepreneurial Studies
Jaime Mills Jaime Mills's Merrill Lynch Experience June 2010 - August 2010
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America, US Trust July 2012 - Present
Bank of America, Merrill Lynch July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
Delaware National Bank of Delhi June 2008 - August 2009
Skills
Financial Accounting, Private Banking, Wealth Management..., Financial Structuring, Financial Projection, Presentation Design, Presentation Production, Economic Forecasting, Economic Planning, Project Management, Microsoft Applications, Essbase, Banking, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Master of Business Administration (MBA), Corporate Finance
University of Delaware 2007 — 2011
Bachelor of Science (BS), Economics and Finanace
Bond University 2009 — 2010
Study Abroad, Business Administration and Management, General
Bank of America, US Trust July 2012 - Present
Bank of America, Merrill Lynch July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
Delaware National Bank of Delhi June 2008 - August 2009
Skills
Financial Accounting, Private Banking, Wealth Management..., Financial Structuring, Financial Projection, Presentation Design, Presentation Production, Economic Forecasting, Economic Planning, Project Management, Microsoft Applications, Essbase, Banking, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Master of Business Administration (MBA), Corporate Finance
University of Delaware 2007 — 2011
Bachelor of Science (BS), Economics and Finanace
Bond University 2009 — 2010
Study Abroad, Business Administration and Management, General
Matthew Lentz Matthew Lentz's Merrill Lynch Experience October 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Wealth Design Group February 2014 - October 2014
The Woodlands Country Club September 2008 - March 2009
Scoops Ice Cream May 2006 - August 2008
Skills
Leadership, Microsoft Office, Team Leadership, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, Finance, PowerPoint, Committed to..., Organization, Motivation, Work Ethic, Presentations, Communication, Financial Analysis, Fundraising, Financial Modeling, Financial Reporting, Business Strategy, Strategic Planning, Banking, Research, Sales, Networking
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Texas A&M Study Abroad 2012 — 2012
International Finance
Blinn College 2009 — 2010
Business Administration and Management, General
Merrill Lynch October 2014 - Present
Wealth Design Group February 2014 - October 2014
The Woodlands Country Club September 2008 - March 2009
Scoops Ice Cream May 2006 - August 2008
Skills
Leadership, Microsoft Office, Team Leadership, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, Finance, PowerPoint, Committed to..., Organization, Motivation, Work Ethic, Presentations, Communication, Financial Analysis, Fundraising, Financial Modeling, Financial Reporting, Business Strategy, Strategic Planning, Banking, Research, Sales, Networking
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Texas A&M Study Abroad 2012 — 2012
International Finance
Blinn College 2009 — 2010
Business Administration and Management, General
Chris Hereford Chris Hereford's Merrill Lynch Experience November 2007 - February 2011
Job Experienced Management Executive
Industry Financial Services
Experience
UBS March 2011 - May 2012
Merrill Lynch November 2007 - February 2011
Sprinkler Specialties 2000 - 2006
Skills
Strategic Financial..., Investments, Estate Planning, Series 7, Finance, Team Building, Financial Analysis
Education
Northwest Nazarene University 2005 — 2007
MBA
Boise State University 2001 — 2005
BBA, Finance
UBS March 2011 - May 2012
Merrill Lynch November 2007 - February 2011
Sprinkler Specialties 2000 - 2006
Skills
Strategic Financial..., Investments, Estate Planning, Series 7, Finance, Team Building, Financial Analysis
Education
Northwest Nazarene University 2005 — 2007
MBA
Boise State University 2001 — 2005
BBA, Finance
Thomas Lahey Thomas Lahey's Merrill Lynch Experience February 2013 - Present
Job Investment ConsultantInstitutional 401k at Bank of America Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch January 2010 - February 2013
Skills
Mutual Funds, Series 7, Financial Analysis, Strategic Financial..., Equities, Uniform Combined State..., Credit, Financial Modeling, Banking, Bloomberg, Risk Management, Finance, Mortgage Lending, Insurance, Credit Analysis, Wealth Management, Retirement
Education
University of Rhode Island 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Bond University 2005 — 2005
BS, International Business
Merrill Lynch February 2013 - Present
Merrill Lynch January 2010 - February 2013
Skills
Mutual Funds, Series 7, Financial Analysis, Strategic Financial..., Equities, Uniform Combined State..., Credit, Financial Modeling, Banking, Bloomberg, Risk Management, Finance, Mortgage Lending, Insurance, Credit Analysis, Wealth Management, Retirement
Education
University of Rhode Island 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Bond University 2005 — 2005
BS, International Business
Katelyn Nuckoles Katelyn Nuckoles's Merrill Lynch Experience June 2014 - August 2014
Job Policy & Legal Intern at Center on National Labor Policy
Industry Nonprofit Organization Management
Experience
Center on National Labor Policy June 2015 - Present
Roanoke College October 2013 - Present
Chick-fil-A June 2010 - Present
Merrill Lynch June 2014 - August 2014
Virginia Regional Transit June 2013 - August 2013
Interim HealthCare June 2013 - August 2013
Chick-fil-A May 2012 - July 2012
Skills
Customer Experience, Administrative..., Survey Research, Product Marketing, Marketing Communications, Employee Training, Team Leadership, Community Outreach, Database Administration, Problem Solving, Microsoft Excel
Education
Roanoke College 2013 — 2015
Bachelor of Arts (BA), Sociology/ Economics
Blue Ridge Community College 2011 — 2013
Associate of Arts (AA), Transfer
Center on National Labor Policy June 2015 - Present
Roanoke College October 2013 - Present
Chick-fil-A June 2010 - Present
Merrill Lynch June 2014 - August 2014
Virginia Regional Transit June 2013 - August 2013
Interim HealthCare June 2013 - August 2013
Chick-fil-A May 2012 - July 2012
Skills
Customer Experience, Administrative..., Survey Research, Product Marketing, Marketing Communications, Employee Training, Team Leadership, Community Outreach, Database Administration, Problem Solving, Microsoft Excel
Education
Roanoke College 2013 — 2015
Bachelor of Arts (BA), Sociology/ Economics
Blue Ridge Community College 2011 — 2013
Associate of Arts (AA), Transfer
Lauren Jordan's Merrill Lynch Experience March 2011 - September 2014
Job Human Resources Assistant at CSS Industries, Inc.
Industry Financial Services
Experience
CSS Industries, Inc. September 2014 - Present
Merrill Lynch March 2011 - September 2014
Skills
Goal Oriented, Valuation, Asset Management, Professional Manner, Portfolio Management, Alternative Investments, Strategic Financial..., Time Management, Financial Services, Finance, Management, Marketing, Financial Planning, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Teamwork, Leadership
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Hazleton Area High School 2006 — 2010
College Prepatory
CSS Industries, Inc. September 2014 - Present
Merrill Lynch March 2011 - September 2014
Skills
Goal Oriented, Valuation, Asset Management, Professional Manner, Portfolio Management, Alternative Investments, Strategic Financial..., Time Management, Financial Services, Finance, Management, Marketing, Financial Planning, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Teamwork, Leadership
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Hazleton Area High School 2006 — 2010
College Prepatory
Vanessa Duchman Vanessa Duchman's Merrill Lynch Experience December 2011 - December 2012
Job Assistant Director at Stevenson University
Industry Individual & Family Services
Experience
As March 2015 - Present
The Next Chapter May 2012 - Present
Merrill Lynch December 2011 - December 2012
Glass Jacobson November 2010 - October 2011
PNC Financial Services 2005 - 2010
Legg Mason Wood Walker, Inc 2000 - 2005
BT Alex. Brown 1993 - 2000
Sheridan & Fritz P.A. 1991 - 1993
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Retirement, 401k, Asset Management, Financial Analysis, Finance, Small Business, Wealth Management..., Financial Services, Wealth, Banking, Financial Advisory, Financial Planners, Personal Finance, Securities, Wealth Accumulation, Investment Management, High Net Worth..., Trusts, IRAs, Series 63, Equities, Fixed Annuities, Fixed Income, Entrepreneurship, Financial Planning
Education
Loyola University Maryland 1997 — 2000
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1990
BSBA, Accounting
Frederick High School
As March 2015 - Present
The Next Chapter May 2012 - Present
Merrill Lynch December 2011 - December 2012
Glass Jacobson November 2010 - October 2011
PNC Financial Services 2005 - 2010
Legg Mason Wood Walker, Inc 2000 - 2005
BT Alex. Brown 1993 - 2000
Sheridan & Fritz P.A. 1991 - 1993
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Retirement, 401k, Asset Management, Financial Analysis, Finance, Small Business, Wealth Management..., Financial Services, Wealth, Banking, Financial Advisory, Financial Planners, Personal Finance, Securities, Wealth Accumulation, Investment Management, High Net Worth..., Trusts, IRAs, Series 63, Equities, Fixed Annuities, Fixed Income, Entrepreneurship, Financial Planning
Education
Loyola University Maryland 1997 — 2000
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1990
BSBA, Accounting
Frederick High School
James E Mills James E Mills's Merrill Lynch Experience April 2007 - August 2007
Job Sr. Financial Services Rep, Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
Modern Woodmen of America January 2010 - November 2014
Wildacres Leadership Initiative September 2008 - July 2010
Strategic Investments Group April 2006 - December 2009
Merrill Lynch April 2007 - August 2007
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,7,63, 65, 66..., Supplemental Retirement..., Split Dollar Plans, Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
North Carolina Wesleyan College 2008 — 2011
BS, Business Administration
Bloomfield College 1989 — 1993
BS, Accounting
Principal Financial Group November 2014 - Present
Modern Woodmen of America January 2010 - November 2014
Wildacres Leadership Initiative September 2008 - July 2010
Strategic Investments Group April 2006 - December 2009
Merrill Lynch April 2007 - August 2007
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,7,63, 65, 66..., Supplemental Retirement..., Split Dollar Plans, Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
North Carolina Wesleyan College 2008 — 2011
BS, Business Administration
Bloomfield College 1989 — 1993
BS, Accounting
Gia Ghassemi Gia Ghassemi's Merrill Lynch Experience February 2008 - June 2009
Job Legal Counsel at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch January 2013 - Present
Blouin Dunn, LLP May 2012 - January 2013
Smockum Zarnett Percival LLP August 2010 - April 2012
Smockum Zarnett Percival LLP July 2009 - June 2010
Merrill Lynch February 2008 - June 2009
Fidelity Investments December 2003 - December 2005
Skills
Trials, Intellectual Property, Mergers & Acquisitions, Civil Litigation, Litigation, Corporate Governance, Corporate Law, Legal Advice, Legal Writing, Arbitration, Legal Research, Insurance Law, Personal Injury, Securities Regulation, Legal Assistance, Privacy Law, Bankruptcy, Employment Law, Due Diligence, Dispute Resolution, Estate Planning, Courts, Mediation, Securities, Criminal Law, Commercial Litigation
Education
Bond University 2006 — 2008
Doctor of Law (JD), Law
Northwestern University 2007 — 2007
Doctor of Law (JD), International Exchange Student
The University of Western Ontario 1998 — 2001
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch January 2013 - Present
Blouin Dunn, LLP May 2012 - January 2013
Smockum Zarnett Percival LLP August 2010 - April 2012
Smockum Zarnett Percival LLP July 2009 - June 2010
Merrill Lynch February 2008 - June 2009
Fidelity Investments December 2003 - December 2005
Skills
Trials, Intellectual Property, Mergers & Acquisitions, Civil Litigation, Litigation, Corporate Governance, Corporate Law, Legal Advice, Legal Writing, Arbitration, Legal Research, Insurance Law, Personal Injury, Securities Regulation, Legal Assistance, Privacy Law, Bankruptcy, Employment Law, Due Diligence, Dispute Resolution, Estate Planning, Courts, Mediation, Securities, Criminal Law, Commercial Litigation
Education
Bond University 2006 — 2008
Doctor of Law (JD), Law
Northwestern University 2007 — 2007
Doctor of Law (JD), International Exchange Student
The University of Western Ontario 1998 — 2001
Bachelor of Arts (B.A.), Economics
Brian Kutsmeda Brian Kutsmeda's Merrill Lynch Experience August 1993 - March 1998
Job Managing Director Investments, Complex Manager at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. February 2014 - Present
J.P. Morgan January 2013 - February 2014
Morgan Stanley December 2007 - January 2013
Stifel Financial Corp June 2004 - December 2007
Prudential Securities February 1998 - June 2004
Merrill Lynch August 1993 - March 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts, Economics and Computer Science
Oppenheimer & Co. Inc. February 2014 - Present
J.P. Morgan January 2013 - February 2014
Morgan Stanley December 2007 - January 2013
Stifel Financial Corp June 2004 - December 2007
Prudential Securities February 1998 - June 2004
Merrill Lynch August 1993 - March 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts, Economics and Computer Science
Steve Koerner Steve Koerner's Merrill Lynch Experience May 2005 - August 2005
Job Client Success Manager at IBM
Industry Management Consulting
Experience
IBM November 2013 - Present
Towers Watson May 2007 - November 2013
The Philadelphia Eagles August 2006 - February 2007
Merrill Lynch May 2005 - August 2005
Skills
Employee Benefits, Open Enrollment, Product Life Cycle..., Requirements Writing, Project Management, Meeting Management, User Acceptance Testing, SQL Server, Access, Excel, HR Consulting, Performance Management, Compensation & Benefit, Budget Management, Onboarding, Total Rewards, Leading Projects, Consultative Selling, MS Project, PowerPoint
Education
The Pennsylvania State University, Smeal College of Business, University 2002 — 2006
Bachelor of Science, Marketing
Bond University
IBM November 2013 - Present
Towers Watson May 2007 - November 2013
The Philadelphia Eagles August 2006 - February 2007
Merrill Lynch May 2005 - August 2005
Skills
Employee Benefits, Open Enrollment, Product Life Cycle..., Requirements Writing, Project Management, Meeting Management, User Acceptance Testing, SQL Server, Access, Excel, HR Consulting, Performance Management, Compensation & Benefit, Budget Management, Onboarding, Total Rewards, Leading Projects, Consultative Selling, MS Project, PowerPoint
Education
The Pennsylvania State University, Smeal College of Business, University 2002 — 2006
Bachelor of Science, Marketing
Bond University
Becky (Atkinson) Bedell Becky (Atkinson) Bedell's Merrill Lynch Experience June 2005 - November 2005
Job Marketing Manager at McGladrey
Industry Financial Services
Experience
McGladrey July 2013 - Present
Liberty Mutual April 2009 - July 2013
Liberty Mutual July 2008 - April 2009
Liberty Mutual July 2006 - July 2008
Merrill Lynch June 2005 - November 2005
Skills
Advertising, Insurance, Underwriting, Financial Analysis, Access, Outlook, Communication, Marketing, Marketing Communications, Marketing Strategy, Social Media Marketing, Microsoft Office, ExactTarget, Coordinating Events, Event Planning, Adobe Professional, Photoshop, Training, Budgets, Sponsorship Relations
Education
John Carroll University 2002 — 2006
Bachelor's degree, Finance, General
Bond University 2005 — 2005
Finance
McGladrey July 2013 - Present
Liberty Mutual April 2009 - July 2013
Liberty Mutual July 2008 - April 2009
Liberty Mutual July 2006 - July 2008
Merrill Lynch June 2005 - November 2005
Skills
Advertising, Insurance, Underwriting, Financial Analysis, Access, Outlook, Communication, Marketing, Marketing Communications, Marketing Strategy, Social Media Marketing, Microsoft Office, ExactTarget, Coordinating Events, Event Planning, Adobe Professional, Photoshop, Training, Budgets, Sponsorship Relations
Education
John Carroll University 2002 — 2006
Bachelor's degree, Finance, General
Bond University 2005 — 2005
Finance
Joshua Rogerson Joshua Rogerson's Merrill Lynch Experience September 2014 - Present
Job VP, Institutional Client Solutions and Strategy at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
EY September 2013 - September 2014
Merrill Lynch 2014 - 2014
United States Marine Corps January 2003 - September 2013
J.G. Petrucci Co. June 2002 - August 2002
Skills
Leadership, Operational Excellence, Team Building, Complex Problem Solving, Critical Thinking
Education
Boston University 2012 — 2014
Master's Degree, Leadership, GPA: 3.97
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor's Degree, Political Science, GPA: 3.4
Merrill Lynch September 2014 - Present
EY September 2013 - September 2014
Merrill Lynch 2014 - 2014
United States Marine Corps January 2003 - September 2013
J.G. Petrucci Co. June 2002 - August 2002
Skills
Leadership, Operational Excellence, Team Building, Complex Problem Solving, Critical Thinking
Education
Boston University 2012 — 2014
Master's Degree, Leadership, GPA: 3.97
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor's Degree, Political Science, GPA: 3.4
Rebecca Shey Rebecca Shey's Merrill Lynch Experience June 2013 - June 2013
Job Student at Duke University
Industry
Experience
Deutsche Bank June 2014 - August 2014
SoftBank China Venture Capital August 2013 - September 2013
Merrill Lynch June 2013 - June 2013
Fuqua School of Business January 2013 - May 2013
J.P. Morgan June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Java
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics
Bosphorus University 2013 — 2013
Study Abroad Exchange Program, Economics
London School of Economics and Political Science 2012 — 2013
Summer Course, Further Statistics for Economics and Econometrics
Shanghai American School 2007 — 2011
Deutsche Bank June 2014 - August 2014
SoftBank China Venture Capital August 2013 - September 2013
Merrill Lynch June 2013 - June 2013
Fuqua School of Business January 2013 - May 2013
J.P. Morgan June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Java
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics
Bosphorus University 2013 — 2013
Study Abroad Exchange Program, Economics
London School of Economics and Political Science 2012 — 2013
Summer Course, Further Statistics for Economics and Econometrics
Shanghai American School 2007 — 2011
Joe Cahayla Joe Cahayla's Merrill Lynch Experience September 2002 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America/Merrill Lynch Wealth Management May 2012 - December 2012
Bank of America/Merrill Lynch Wealth Management January 2010 - December 2011
Depository Trust and Clearing Corporation August 2009 - December 2009
Merrill Lynch September 2002 - February 2009
Merrill Lynch 2000 - 2002
Merrill Lynch 1992 - 2000
Merrill Lynch - Securities Processing January 1989 - January 1992
Skills
Securities, Fixed Income, Equities, Middle Office, Capital Markets, Mutual Funds, Corporate Actions, Securities Lending, FINRA, Settlement, Credit Derivatives, Electronic Trading, Credit Risk, Financial Markets, Bloomberg, Bonds, Market Data, KYC, Financial Regulation, Back Office, Relationship Management, Series 24, Structured Products, Operational Risk..., Swaps, Operational Risk, Financial Modeling, Equity Trading, Credit
Education
Bloomfield College
BS, Business/Marketing
PACE UNIVERSITY, Lublin School of Business
Post Graduate Studies, Finance
Bank of America/Merrill Lynch Wealth Management May 2012 - December 2012
Bank of America/Merrill Lynch Wealth Management January 2010 - December 2011
Depository Trust and Clearing Corporation August 2009 - December 2009
Merrill Lynch September 2002 - February 2009
Merrill Lynch 2000 - 2002
Merrill Lynch 1992 - 2000
Merrill Lynch - Securities Processing January 1989 - January 1992
Skills
Securities, Fixed Income, Equities, Middle Office, Capital Markets, Mutual Funds, Corporate Actions, Securities Lending, FINRA, Settlement, Credit Derivatives, Electronic Trading, Credit Risk, Financial Markets, Bloomberg, Bonds, Market Data, KYC, Financial Regulation, Back Office, Relationship Management, Series 24, Structured Products, Operational Risk..., Swaps, Operational Risk, Financial Modeling, Equity Trading, Credit
Education
Bloomfield College
BS, Business/Marketing
PACE UNIVERSITY, Lublin School of Business
Post Graduate Studies, Finance
Morgan Hicks Morgan Hicks's Merrill Lynch Experience April 2011 - August 2013
Job Risk Management Accountant
Industry Accounting
Experience
Merrill Lynch April 2011 - August 2013
Idaho Pacific Lumber Company May 1994 - April 2011
Idaho Pacific Lumber Company May 1994 - April 2011
Idaho Pacific Lumber Company May 1994 - April 2011
Education
University of California, Los Angeles 2010 — 2010
Personal Financial Planning
Boise State University 1989 — 1994
Bachelor's Degree
Merrill Lynch April 2011 - August 2013
Idaho Pacific Lumber Company May 1994 - April 2011
Idaho Pacific Lumber Company May 1994 - April 2011
Idaho Pacific Lumber Company May 1994 - April 2011
Education
University of California, Los Angeles 2010 — 2010
Personal Financial Planning
Boise State University 1989 — 1994
Bachelor's Degree
Jessica Weale Jessica Weale's Merrill Lynch Experience 2006 - September 2006
Job Communications Director
Industry Education Management
Experience
DentaSpa Seminars, Botox & Dermal Filler Training for Dental Practitioners September 2010 - Present
Strategic Experiential Group July 2010 - Present
Novo Nordisk A/S May 2009 - December 2009
SmartMark Communications February 2009 - May 2009
Jo Leonard, LLC May 2007 - September 2007
Merrill Lynch 2006 - September 2006
Skills
Marketing Communications, Marketing, Marketing Strategy, Public Relations, Advertising, Social Media, Business Development, Human Resources, Maintaining Strong..., Growth Management, Training, Management, Press Releases, Sales, Leadership, Trade Shows, Social Networking, Event Management, Event Planning, Social Media Marketing, Brand Management, Online Marketing, Marketing Management, Brand Awareness, Brand Development, Facebook, Persuasion, CRM
Education
Bond University 2008 — 2008
Public Relations, International Business
University of Massachusetts, Amherst 2004 — 2008
BA, Communications, Marketing, Magna Cum Laude
West Windsor-Plainsboro High School North 2000 — 2004
DentaSpa Seminars, Botox & Dermal Filler Training for Dental Practitioners September 2010 - Present
Strategic Experiential Group July 2010 - Present
Novo Nordisk A/S May 2009 - December 2009
SmartMark Communications February 2009 - May 2009
Jo Leonard, LLC May 2007 - September 2007
Merrill Lynch 2006 - September 2006
Skills
Marketing Communications, Marketing, Marketing Strategy, Public Relations, Advertising, Social Media, Business Development, Human Resources, Maintaining Strong..., Growth Management, Training, Management, Press Releases, Sales, Leadership, Trade Shows, Social Networking, Event Management, Event Planning, Social Media Marketing, Brand Management, Online Marketing, Marketing Management, Brand Awareness, Brand Development, Facebook, Persuasion, CRM
Education
Bond University 2008 — 2008
Public Relations, International Business
University of Massachusetts, Amherst 2004 — 2008
BA, Communications, Marketing, Magna Cum Laude
West Windsor-Plainsboro High School North 2000 — 2004
Jordan Lange's Merrill Lynch Experience June 2005 - August 2005
Job Partner at Carrington Fox
Industry Investment Banking
Experience
Carrington Fox 2007 - Present
AXA Advisors June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Equity Derivatives, Hedge Funds, Derivatives, Trading, Fixed Income, Equities, Portfolio Management, Capital Markets, Structured Products, FX Options, Asset Management, Private Equity, Emerging Markets, Investment Banking, Financial Markets, Interest Rate..., Financial Structuring, Commodity, Credit Derivatives, Trading Systems, Market Risk
Education
Bond University
International Business Study
Washington College
BA, Business, Economics
Carrington Fox 2007 - Present
AXA Advisors June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Equity Derivatives, Hedge Funds, Derivatives, Trading, Fixed Income, Equities, Portfolio Management, Capital Markets, Structured Products, FX Options, Asset Management, Private Equity, Emerging Markets, Investment Banking, Financial Markets, Interest Rate..., Financial Structuring, Commodity, Credit Derivatives, Trading Systems, Market Risk
Education
Bond University
International Business Study
Washington College
BA, Business, Economics
Peter Monica Peter Monica's Merrill Lynch Experience October 2000 - June 2001
Job Writer at Invisible Shorts
Industry Entertainment
Experience
Invisible Shorts June 2012 - Present
NYU School of Law December 2008 - Present
Columbia University March 2008 - December 2008
Macrovision March 2005 - March 2008
NYCHA July 2004 - February 2005
Concentra March 2002 - July 2004
CitiGroup November 2001 - March 2002
Enron July 2001 - November 2001
Merrill Lynch October 2000 - June 2001
Skills
Microsoft SQL Server, Databases, Oracle, Linux, Python, CSS, jQuery, Integration, Management, Java, Software Development, Apache, SQL, Java Enterprise Edition, Leadership, Web Development, XML, MySQL, HTML 5, HTML, Spring, Agile Methodologies, Scrum, Web Services, Unix, Web Applications, JavaScript, PHP, Business Intelligence, Programming, Git, Writing
Education
New York University 2009 — 2012
Bachelor of Arts (BA)
Borough of Manhattan Community College 2006 — 2008
Associate of Arts (AA)
Invisible Shorts June 2012 - Present
NYU School of Law December 2008 - Present
Columbia University March 2008 - December 2008
Macrovision March 2005 - March 2008
NYCHA July 2004 - February 2005
Concentra March 2002 - July 2004
CitiGroup November 2001 - March 2002
Enron July 2001 - November 2001
Merrill Lynch October 2000 - June 2001
Skills
Microsoft SQL Server, Databases, Oracle, Linux, Python, CSS, jQuery, Integration, Management, Java, Software Development, Apache, SQL, Java Enterprise Edition, Leadership, Web Development, XML, MySQL, HTML 5, HTML, Spring, Agile Methodologies, Scrum, Web Services, Unix, Web Applications, JavaScript, PHP, Business Intelligence, Programming, Git, Writing
Education
New York University 2009 — 2012
Bachelor of Arts (BA)
Borough of Manhattan Community College 2006 — 2008
Associate of Arts (AA)
Jeffrey Wolfe Jeffrey Wolfe's Merrill Lynch Experience 1994 - 1997
Job Global Head Human Resources, Research & Development at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb October 2014 - Present
Actavis/Forest Laboratories, Inc. December 2000 - August 2014
Sanofi-Aventis 2000 - 2000
BASF 1997 - 2000
Merrill Lynch 1994 - 1997
Bristol-Myers Squibb 1983 - 1994
Skills
Talent Management, Performance Management, Succession Planning, Human Resources, Organizational..., Personnel Management, Talent Acquisition, Strategy, Strategic Planning, Employee Relations, Recruiting, Pharmaceutical Sales, Employee Engagement, Team Building, Sales Operations, Organizational Design, Leadership, Workforce Planning, Leadership Development, Compensation..., Cross-functional Team..., Employment Law, Compliance, Executive Coaching, Organizational..., Acquisitions and Merger..., Deferred Compensation, Cross-functional..., Global Perspective, Executive Support, Job Descriptions, Sales Compensation, Employee Training, Onboarding, Sales Management, Change Management, Organizational..., HRIS, Management, Mergers & Acquisitions, Pharmaceutical Industry
Education
Fairleigh Dickinson University-Rutherford Campus
Master of Business Administration (M.B.A.), Human Resources Management
Bloomfield College
Bachelor's Degree, Business Administration
Bristol-Myers Squibb October 2014 - Present
Actavis/Forest Laboratories, Inc. December 2000 - August 2014
Sanofi-Aventis 2000 - 2000
BASF 1997 - 2000
Merrill Lynch 1994 - 1997
Bristol-Myers Squibb 1983 - 1994
Skills
Talent Management, Performance Management, Succession Planning, Human Resources, Organizational..., Personnel Management, Talent Acquisition, Strategy, Strategic Planning, Employee Relations, Recruiting, Pharmaceutical Sales, Employee Engagement, Team Building, Sales Operations, Organizational Design, Leadership, Workforce Planning, Leadership Development, Compensation..., Cross-functional Team..., Employment Law, Compliance, Executive Coaching, Organizational..., Acquisitions and Merger..., Deferred Compensation, Cross-functional..., Global Perspective, Executive Support, Job Descriptions, Sales Compensation, Employee Training, Onboarding, Sales Management, Change Management, Organizational..., HRIS, Management, Mergers & Acquisitions, Pharmaceutical Industry
Education
Fairleigh Dickinson University-Rutherford Campus
Master of Business Administration (M.B.A.), Human Resources Management
Bloomfield College
Bachelor's Degree, Business Administration
Desiree Maus's Merrill Lynch Experience April 2010 - Present
Job Student at Intstitute for Integrative Nutrition
Industry Health, Wellness and Fitness
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch November 2008 - April 2010
Skills
Relationship Building, Strategic Thinking, Interpersonal..., Business Process..., Business Acumen, Project Coordination, Project Work, Multi Tasking, Microsoft Excel, Microsoft Power Point, Microsoft Office, Leadership, Office Administration
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BA, Anthropology
Merrill Lynch April 2010 - Present
Merrill Lynch November 2008 - April 2010
Skills
Relationship Building, Strategic Thinking, Interpersonal..., Business Process..., Business Acumen, Project Coordination, Project Work, Multi Tasking, Microsoft Excel, Microsoft Power Point, Microsoft Office, Leadership, Office Administration
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BA, Anthropology
Trey Echols Trey Echols's Merrill Lynch Experience April 2011 - September 2011
Job President & CEO at Highland Associates; Birmingham, AL
Industry Financial Services
Experience
Highland Associates; Birmingham, AL September 2014 - Present
Deloitte Corporate Finance LLC September 2011 - September 2014
McColl Partners September 2011 - June 2013
Merrill Lynch April 2011 - September 2011
Merrill Lynch May 2009 - April 2011
Merrill Lynch March 2008 - April 2009
Merrill Lynch December 1999 - March 2008
SouthTrust Bank June 1996 - March 1999
Skills
Investment Banking, Series 7, Financial Analysis, Wealth Management, Credit, Banking, Cash Management, Investments, Securities, Business Strategy, Business Planning, Series 79, Series 24, Series 63, Series 66, Compliance, Uniform Combined State..., Valuation, Strategy, Corporate Finance, FINRA, Deal Sourcing, New Business Development, Business Process..., Financial Services, Private Equity, Loans, Business Development
Education
Birmingham-Southern College 1992 — 1996
Bachelor, Finance
Highland Associates; Birmingham, AL September 2014 - Present
Deloitte Corporate Finance LLC September 2011 - September 2014
McColl Partners September 2011 - June 2013
Merrill Lynch April 2011 - September 2011
Merrill Lynch May 2009 - April 2011
Merrill Lynch March 2008 - April 2009
Merrill Lynch December 1999 - March 2008
SouthTrust Bank June 1996 - March 1999
Skills
Investment Banking, Series 7, Financial Analysis, Wealth Management, Credit, Banking, Cash Management, Investments, Securities, Business Strategy, Business Planning, Series 79, Series 24, Series 63, Series 66, Compliance, Uniform Combined State..., Valuation, Strategy, Corporate Finance, FINRA, Deal Sourcing, New Business Development, Business Process..., Financial Services, Private Equity, Loans, Business Development
Education
Birmingham-Southern College 1992 — 1996
Bachelor, Finance
Samantha Sweeney's Merrill Lynch Experience September 2011 - December 2011
Job Associate Consumer Services Coordinator at Ben & Jerry's
Industry Accounting
Experience
Ben & Jerry's June 2013 - Present
Green Mountain Aquatics September 2009 - Present
Moe's Southwest Grill June 2012 - June 2013
Vermont Rolling Pins January 2012 - May 2012
Merrill Lynch September 2011 - December 2011
Dwight Asset Management June 2011 - September 2011
Dwight Asset Management Company June 2011 - September 2011
PK Cafe September 2010 - June 2011
Waterbury Rapids Swim Team June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media Marketing, PowerPoint, Financial Analysis, Sports Marketing, Marketing Strategy, Public Relations, Market Research, Adobe, CPR/ First Aid Certified, Financial Modeling, Product Marketing, Social Media, Social Media Outreach, Consumer Marketing, Customer Insight, Customer Relations, Data Analysis
Education
Villanova University
Master of Business Administration (M.B.A.), Marketing
Saint Michael's College 2009 — 2012
Bachelor of Science, Business Administration
Saint Michael's College 2008 — 2012
Bachelor of Science, Business Administration
Franklin & Marshall College 2008 — 2009
Bond University
Ben & Jerry's June 2013 - Present
Green Mountain Aquatics September 2009 - Present
Moe's Southwest Grill June 2012 - June 2013
Vermont Rolling Pins January 2012 - May 2012
Merrill Lynch September 2011 - December 2011
Dwight Asset Management June 2011 - September 2011
Dwight Asset Management Company June 2011 - September 2011
PK Cafe September 2010 - June 2011
Waterbury Rapids Swim Team June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media Marketing, PowerPoint, Financial Analysis, Sports Marketing, Marketing Strategy, Public Relations, Market Research, Adobe, CPR/ First Aid Certified, Financial Modeling, Product Marketing, Social Media, Social Media Outreach, Consumer Marketing, Customer Insight, Customer Relations, Data Analysis
Education
Villanova University
Master of Business Administration (M.B.A.), Marketing
Saint Michael's College 2009 — 2012
Bachelor of Science, Business Administration
Saint Michael's College 2008 — 2012
Bachelor of Science, Business Administration
Franklin & Marshall College 2008 — 2009
Bond University
Carl Sanders Carl Sanders's Merrill Lynch Experience 2000 - November 2002
Job President / CEO at CRFarms
Industry Farming
Experience
CR-Farms July 2011 - Present
G Cubed, LLC February 2010 - Present
ISU Federal Credit Union March 2009 - February 2010
U.S. Bancorp August 2004 - March 2009
Larsen Farms November 2002 - July 2004
Merrill Lynch 2000 - November 2002
Basic American Foods 1991 - 1999
Skills
Operations Management, Product Development, Strategic Planning, Sales Management, Customer Relations, Negotiation, People-oriented, Business Development, Public Speaking, Marketing, Business Planning, New Business Development, Management, Leadership, Start-ups, Sales
Education
Utah State University 1986 — 1991
BS, MBA, Nutrition and Food Science
Idaho State University 1979 — 1981
Certificate, Crops and Soils Technology
Boise State University
Program for Management Development
Center for Creative Leadership, Colorado Springs
Developing the Strategic Leader
Firth High School
CR-Farms July 2011 - Present
G Cubed, LLC February 2010 - Present
ISU Federal Credit Union March 2009 - February 2010
U.S. Bancorp August 2004 - March 2009
Larsen Farms November 2002 - July 2004
Merrill Lynch 2000 - November 2002
Basic American Foods 1991 - 1999
Skills
Operations Management, Product Development, Strategic Planning, Sales Management, Customer Relations, Negotiation, People-oriented, Business Development, Public Speaking, Marketing, Business Planning, New Business Development, Management, Leadership, Start-ups, Sales
Education
Utah State University 1986 — 1991
BS, MBA, Nutrition and Food Science
Idaho State University 1979 — 1981
Certificate, Crops and Soils Technology
Boise State University
Program for Management Development
Center for Creative Leadership, Colorado Springs
Developing the Strategic Leader
Firth High School
NEAL GEORGE, CPA, CMA, CFM, CGMA NEAL GEORGE, CPA, CMA, CFM, CGMA's Merrill Lynch Experience May 1999 - August 1999
Job Controller at Weekes Construction, Inc.
Industry Construction
Experience
Weekes Construction, Inc. May 2006 - Present
The PM Group of South Carolina April 2003 - May 2006
UBS October 2000 - December 2000
Indiana University of Pennsylvania August 1999 - December 1999
Merrill Lynch May 1999 - August 1999
Skills
Financial Reporting, Construction Accounting, Accounting, Account Reconciliation, Finance, Cost Accounting, Fixed Assets, Internal Controls, General Ledger, CMA, Sage, Journal Entries, Financial Accounting, Tax, Accruals, Financial Statements, Payroll, Auditing, Microsoft Excel, Tax Preparation, Variance Analysis, CPA, GAAP, Job Costing, Revenue Recognition, US GAAP, Cash Flow, Monthly Close, Accounts Payable, Consolidation, QuickBooks, Accounts Receivable, Peachtree, Timberline, Controller, Sage 300, Multi-State Sales Tax, Workflow Management, Management Accounting
Education
Clemson University
Master of Business Administration (M.B.A.), Master of Business Administration
Clemson University 2000 — 2000
BA, Economics
Indiana University of Pennsylvania 1999 — 1999
Economics
Bob Jones University 1997 — 1999
Accounting
Indiana University Bloomington
Accounting
Louisiana State University
Accounting
Texas A&M University-Commerce
Accounting
University of California, Berkeley
Accounting
Weekes Construction, Inc. May 2006 - Present
The PM Group of South Carolina April 2003 - May 2006
UBS October 2000 - December 2000
Indiana University of Pennsylvania August 1999 - December 1999
Merrill Lynch May 1999 - August 1999
Skills
Financial Reporting, Construction Accounting, Accounting, Account Reconciliation, Finance, Cost Accounting, Fixed Assets, Internal Controls, General Ledger, CMA, Sage, Journal Entries, Financial Accounting, Tax, Accruals, Financial Statements, Payroll, Auditing, Microsoft Excel, Tax Preparation, Variance Analysis, CPA, GAAP, Job Costing, Revenue Recognition, US GAAP, Cash Flow, Monthly Close, Accounts Payable, Consolidation, QuickBooks, Accounts Receivable, Peachtree, Timberline, Controller, Sage 300, Multi-State Sales Tax, Workflow Management, Management Accounting
Education
Clemson University
Master of Business Administration (M.B.A.), Master of Business Administration
Clemson University 2000 — 2000
BA, Economics
Indiana University of Pennsylvania 1999 — 1999
Economics
Bob Jones University 1997 — 1999
Accounting
Indiana University Bloomington
Accounting
Louisiana State University
Accounting
Texas A&M University-Commerce
Accounting
University of California, Berkeley
Accounting
Kandice Staudt Kandice Staudt's Merrill Lynch Experience August 2005 - January 2006
Job Lead Compensation & Benefits Advisor
Industry Oil & Energy
Experience
BG Group August 2009 - Present
Piper Morgan - AEI May 2008 - October 2009
Houston Astros January 2008 - May 2008
Hartman & Associates February 2006 - January 2008
Houston Astros Baseball Club 2008 - 2008
Merrill Lynch August 2005 - January 2006
Education
University of Houston-Downtown 2005 — 2008
Bachelors of Arts, Communication
Blinn College 2003 — 2005
Communication
BG Group August 2009 - Present
Piper Morgan - AEI May 2008 - October 2009
Houston Astros January 2008 - May 2008
Hartman & Associates February 2006 - January 2008
Houston Astros Baseball Club 2008 - 2008
Merrill Lynch August 2005 - January 2006
Education
University of Houston-Downtown 2005 — 2008
Bachelors of Arts, Communication
Blinn College 2003 — 2005
Communication
Carolyn Wharton's Merrill Lynch Experience 2006 - 2006
Job Supervising Principal at VTL Associates, LLC
Industry Investment Management
Experience
VTL Associates, LLC RevenueShares 2012 - Present
Miami International Holdings 2009 - 2011
The Chart Group 2009 - 2011
The PFM Group 2008 - 2008
Hudock Moyer Wealth Management 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Series 24, Series 7, Series 63, Series 65, General Securities..., Regulatory Compliance, Mutual Funds, Hedge Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance & Marketing
VTL Associates, LLC RevenueShares 2012 - Present
Miami International Holdings 2009 - 2011
The Chart Group 2009 - 2011
The PFM Group 2008 - 2008
Hudock Moyer Wealth Management 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Series 24, Series 7, Series 63, Series 65, General Securities..., Regulatory Compliance, Mutual Funds, Hedge Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance & Marketing
Jessica Sheridan Jessica Sheridan's Merrill Lynch Experience 2007 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Skills
Series 7, Series 63, Series 65, Financial Services
Education
Framingham State College 2006 — 2009
Bachelors, Business Administration
Bond University 2008 — 2008
Student Exchange Program
Merrill Lynch 2007 - Present
Skills
Series 7, Series 63, Series 65, Financial Services
Education
Framingham State College 2006 — 2009
Bachelors, Business Administration
Bond University 2008 — 2008
Student Exchange Program
Joshua Horesh Joshua Horesh's Merrill Lynch Experience November 2010 - September 2013
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
Merrill Lynch November 2010 - September 2013
Skills
Series 7, Investments, Portfolio Management, ETFs, Finance, Financial Services, Financial Advisory, Mutual Funds, Wealth Management, Equities
Education
University of Rhode Island, College of Business 2006 — 2010
Bachelor of Business Administration, Finance
Bond University
Business Administration
BlackRock September 2013 - Present
Merrill Lynch November 2010 - September 2013
Skills
Series 7, Investments, Portfolio Management, ETFs, Finance, Financial Services, Financial Advisory, Mutual Funds, Wealth Management, Equities
Education
University of Rhode Island, College of Business 2006 — 2010
Bachelor of Business Administration, Finance
Bond University
Business Administration
Brandon Archibald's Merrill Lynch Experience June 2004 - July 2007
Job Practice Manager at Banfield Pet Hospital
Industry Veterinary
Experience
Banfield Pet Hospital April 2014 - Present
American Red Cross July 2012 - April 2014
Konica Minolta Business Solutions U.S.A., Inc. December 2010 - March 2012
IKON Office Solutions July 2007 - January 2009
Merrill Lynch June 2004 - July 2007
Abbott Laboratories August 2001 - June 2004
U.S. Army November 1989 - May 2001
Skills
Sales, Data Analysis, Marketing, Business Development, Sales Process, Microsoft Word, Business Analysis, Strategic Planning, Recruiting, Government, Market Research, Brand Management, Salesforce.com, New Business Development, Marketing Communications, Cross-functional Team..., Customer Service, Cold Calling, Competitive Analysis, Sales Presentations, Employee Benefits, CRM, Leadership, Team Building, Team Leadership, Market Planning, Business Strategy, Project Management, Business Planning, Financial Analysis, B2B, Marketing Research, Microsoft Office, Selling, Sales Management, Marketing Strategy, Forecasting, Microsoft Excel, PowerPoint, Solution Selling, Direct Sales, Account Management, Management, Sales Operations
Education
Boise State University 2008 — 2010
MBA, MBA
Boise State University 1995 — 1997
BBA, Marketing
College of Southern Idaho 1993 — 1995
AAS, Marketing
Banfield Pet Hospital April 2014 - Present
American Red Cross July 2012 - April 2014
Konica Minolta Business Solutions U.S.A., Inc. December 2010 - March 2012
IKON Office Solutions July 2007 - January 2009
Merrill Lynch June 2004 - July 2007
Abbott Laboratories August 2001 - June 2004
U.S. Army November 1989 - May 2001
Skills
Sales, Data Analysis, Marketing, Business Development, Sales Process, Microsoft Word, Business Analysis, Strategic Planning, Recruiting, Government, Market Research, Brand Management, Salesforce.com, New Business Development, Marketing Communications, Cross-functional Team..., Customer Service, Cold Calling, Competitive Analysis, Sales Presentations, Employee Benefits, CRM, Leadership, Team Building, Team Leadership, Market Planning, Business Strategy, Project Management, Business Planning, Financial Analysis, B2B, Marketing Research, Microsoft Office, Selling, Sales Management, Marketing Strategy, Forecasting, Microsoft Excel, PowerPoint, Solution Selling, Direct Sales, Account Management, Management, Sales Operations
Education
Boise State University 2008 — 2010
MBA, MBA
Boise State University 1995 — 1997
BBA, Marketing
College of Southern Idaho 1993 — 1995
AAS, Marketing
Michele Flaitz Michele Flaitz's Merrill Lynch Experience April 1984 - May 1993
Job sales
Industry Music
Experience
Self-employed General ManagerHendry Street StationMay 1997 - March 2003
Merrill Lynch April 1984 - May 1993
Skills
Social Media, Social Media Marketing, Marketing, Marketing Strategy, Social Networking, Advertising, Digital Marketing, Public Relations, Music Production
Education
Bloomsburg University of Pennsylvania
New York School of Interior Design
Self-employed General ManagerHendry Street StationMay 1997 - March 2003
Merrill Lynch April 1984 - May 1993
Skills
Social Media, Social Media Marketing, Marketing, Marketing Strategy, Social Networking, Advertising, Digital Marketing, Public Relations, Music Production
Education
Bloomsburg University of Pennsylvania
New York School of Interior Design
Bulent Erol Bulent Erol's Merrill Lynch Experience 2012 - 2014
Job Principal at LHD Insurance & Financial Services
Industry Financial Services
Experience
LHD Insurance & Financial Services 2014 - Present
Merrill Lynch 2012 - 2014
LHD Insurance & Financial Services 2004 - 2012
Life Insurance Agency 2001 - 2004
Northwestern Mutual 2000 - 2001
AXA April 1989 - January 1999
Price Waterhouse 1988 - 1989
Skills
Strategic Financial..., Investments, Wealth Accumulation, Retirement Planning, Asset Management, Financial Services, Life Insurance, 401k Rollovers, Long Term Care Insurance, IRAs, Health Insurance, Disability Insurance, Risk Management, Term Life Insurance, Business Strategy, Business Development, Sales Management, Universal Life, Management, Retirement, 401k, Employee Benefits, Account Management, Finance, Sales, Marketing, Business Planning, Leadership, Tax free retirement, Strategic Planning, Team Building, Fixed Annuities, New Business Development, Executive Management, Training, Insurance
Education
Boğaziçi University 1984 — 1988
Bachelor of Arts (B.A.), Business Adninistration
Avusturya Lisesi 1976 — 1984
High school
LHD Insurance & Financial Services 2014 - Present
Merrill Lynch 2012 - 2014
LHD Insurance & Financial Services 2004 - 2012
Life Insurance Agency 2001 - 2004
Northwestern Mutual 2000 - 2001
AXA April 1989 - January 1999
Price Waterhouse 1988 - 1989
Skills
Strategic Financial..., Investments, Wealth Accumulation, Retirement Planning, Asset Management, Financial Services, Life Insurance, 401k Rollovers, Long Term Care Insurance, IRAs, Health Insurance, Disability Insurance, Risk Management, Term Life Insurance, Business Strategy, Business Development, Sales Management, Universal Life, Management, Retirement, 401k, Employee Benefits, Account Management, Finance, Sales, Marketing, Business Planning, Leadership, Tax free retirement, Strategic Planning, Team Building, Fixed Annuities, New Business Development, Executive Management, Training, Insurance
Education
Boğaziçi University 1984 — 1988
Bachelor of Arts (B.A.), Business Adninistration
Avusturya Lisesi 1976 — 1984
High school
Jesse Brooks Jesse Brooks's Merrill Lynch Experience May 2005 - December 2005
Job Find and Fulfill your Destiny
Industry Printing
Experience
Peczuh Printing January 2013 - Present
Utility Partners of America October 2011 - October 2012
Brooks & Phillips July 2010 - May 2011
Concentrix October 2007 - July 2010
Merrill Lynch May 2005 - December 2005
Skills
Organizing, Strategic Planning, Business Analysis, Project Management, Marketing, Supervision, Public Speaking, Microsoft Office, Account Management, Management, Program Management, Microsoft Excel, Customer Service, Sales, Team Building, Cross-functional Team..., Business Development, Advertising, Analysis, Sales Management, Social Media Marketing, Microsoft Word, Forecasting, Public Relations, Time Management, Marketing Strategy, B2B, Leadership, Teamwork, Team Management, Recruiting, CRM, Leadership Development, Operations Management, Training, Event Planning, Market Research, Entrepreneurship, Salesforce.com, Customer Satisfaction, Project Planning, Social Networking, Budgets, Process Improvement, Product Marketing, Direct Marketing, Contract Negotiation, Selling, Negotiation, Inventory Management
Education
Bob Jones University 2002 — 2007
B.S., Organizational Communication
Bob Jones University 2002 — 2007
BS, Organizational Communication
Peczuh Printing January 2013 - Present
Utility Partners of America October 2011 - October 2012
Brooks & Phillips July 2010 - May 2011
Concentrix October 2007 - July 2010
Merrill Lynch May 2005 - December 2005
Skills
Organizing, Strategic Planning, Business Analysis, Project Management, Marketing, Supervision, Public Speaking, Microsoft Office, Account Management, Management, Program Management, Microsoft Excel, Customer Service, Sales, Team Building, Cross-functional Team..., Business Development, Advertising, Analysis, Sales Management, Social Media Marketing, Microsoft Word, Forecasting, Public Relations, Time Management, Marketing Strategy, B2B, Leadership, Teamwork, Team Management, Recruiting, CRM, Leadership Development, Operations Management, Training, Event Planning, Market Research, Entrepreneurship, Salesforce.com, Customer Satisfaction, Project Planning, Social Networking, Budgets, Process Improvement, Product Marketing, Direct Marketing, Contract Negotiation, Selling, Negotiation, Inventory Management
Education
Bob Jones University 2002 — 2007
B.S., Organizational Communication
Bob Jones University 2002 — 2007
BS, Organizational Communication
Eric Worthington's Merrill Lynch Experience August 2003 - December 2008
Job Vice President Tech Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America July 2014 - Present
Bank of America April 2011 - July 2014
Comcast Cable March 2009 - April 2011
Bank of America December 2008 - March 2009
Merrill Lynch August 2003 - December 2008
AT&T March 2003 - August 2003
Loral Skynet August 2001 - March 2003
AT&T October 1998 - August 2001
Intracorp February 1998 - October 1998
Skills
Oracle Financials, Oracle E-Business Suite, Oracle Applications, Data Warehousing, Integration, Oracle Hyperion Master..., Oracle Data..., Master Data Management, Business Intelligence, Enterprise Architecture, SDLC, PL/SQL, Oracle, Enterprise Software, Solution Architecture, Business Analysis, ERP, ITIL, IT Strategy, Business Process..., Business Process, PMP, Vendor Management, Unix, Requirements Analysis, Software Project..., SOA, ETL, Management, Requirements Gathering, Databases, Disaster Recovery, IT Management, Visio, Data Modeling, Project Portfolio..., PMO, SharePoint, Systems Analysis, Leadership, Data Migration, Business Process Design, Software Development, Data Integration, Team Management, SQL, Unix Shell Scripting
Education
University of Phoenix 2008 — 2010
MIS, Information Systems
Bob Jones University 1983 — 1987
BS, Computer Science
Bank of America February 2015 - Present
Bank of America July 2014 - Present
Bank of America April 2011 - July 2014
Comcast Cable March 2009 - April 2011
Bank of America December 2008 - March 2009
Merrill Lynch August 2003 - December 2008
AT&T March 2003 - August 2003
Loral Skynet August 2001 - March 2003
AT&T October 1998 - August 2001
Intracorp February 1998 - October 1998
Skills
Oracle Financials, Oracle E-Business Suite, Oracle Applications, Data Warehousing, Integration, Oracle Hyperion Master..., Oracle Data..., Master Data Management, Business Intelligence, Enterprise Architecture, SDLC, PL/SQL, Oracle, Enterprise Software, Solution Architecture, Business Analysis, ERP, ITIL, IT Strategy, Business Process..., Business Process, PMP, Vendor Management, Unix, Requirements Analysis, Software Project..., SOA, ETL, Management, Requirements Gathering, Databases, Disaster Recovery, IT Management, Visio, Data Modeling, Project Portfolio..., PMO, SharePoint, Systems Analysis, Leadership, Data Migration, Business Process Design, Software Development, Data Integration, Team Management, SQL, Unix Shell Scripting
Education
University of Phoenix 2008 — 2010
MIS, Information Systems
Bob Jones University 1983 — 1987
BS, Computer Science
Matthew T. Colflesh, CFP®, CRPC® Matthew T. Colflesh, CFP®, CRPC®'s Merrill Lynch Experience 2004 - Present
Job Wealth Management Advisor | CERTIFIED FINANCIAL PLANNER™ at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2004 - Present
Covenant Presbyterian Church, Doylestown, PA June 2000 - October 2004
The Todd Organization May 1998 - May 2000
Northwestern Mutual May 1998 - May 2000
Skills
Investment Policy, Asset Managment, Investment Advisory, Personal Financial..., Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Retirement Planning, Series 63, Wealth Management..., ETFs, Wealth Management, Series 65, Uniform Combined State..., Retirement, Alternative Investments, Financial Advisory, Investments, Estate Planning, 401k, Risk Management, IRAs, FINRA, Wealth Accumulation, Equities, Financial Services, Pensions, Strategic Financial..., Asset Management
Education
Westminster Theological Seminary 1996 — 2000
Master of Divinity (M.Div.)
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science, Business Administration
Merrill Lynch 2004 - Present
Covenant Presbyterian Church, Doylestown, PA June 2000 - October 2004
The Todd Organization May 1998 - May 2000
Northwestern Mutual May 1998 - May 2000
Skills
Investment Policy, Asset Managment, Investment Advisory, Personal Financial..., Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Retirement Planning, Series 63, Wealth Management..., ETFs, Wealth Management, Series 65, Uniform Combined State..., Retirement, Alternative Investments, Financial Advisory, Investments, Estate Planning, 401k, Risk Management, IRAs, FINRA, Wealth Accumulation, Equities, Financial Services, Pensions, Strategic Financial..., Asset Management
Education
Westminster Theological Seminary 1996 — 2000
Master of Divinity (M.Div.)
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science, Business Administration
Lisa Janke's Merrill Lynch Experience 2007 - 2008
Job President
Industry Accounting
Experience
EY 2010 - 2015
HSBC 2008 - 2009
Merrill Lynch 2007 - 2008
ConvergEx 2006 - 2007
Julius Baer 2004 - 2006
Morgan Stanley Investment Management 2002 - 2004
Citigroup 1997 - 2002
Skills
Derivatives, Equities, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Analysis, Managerial Finance, Financial Accounting, Portfolio Management, Account Reconciliation, Cash Management, Internal Audit, Banking, Forecasting, Securities, Auditing, Financial Risk, Financial Services, Management
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BS in BA, Accounting
EY 2010 - 2015
HSBC 2008 - 2009
Merrill Lynch 2007 - 2008
ConvergEx 2006 - 2007
Julius Baer 2004 - 2006
Morgan Stanley Investment Management 2002 - 2004
Citigroup 1997 - 2002
Skills
Derivatives, Equities, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Analysis, Managerial Finance, Financial Accounting, Portfolio Management, Account Reconciliation, Cash Management, Internal Audit, Banking, Forecasting, Securities, Auditing, Financial Risk, Financial Services, Management
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BS in BA, Accounting
Daniel Arato Daniel Arato's Merrill Lynch Experience January 2012 - April 2012
Job Pricing Analyst at Jetsetter part of Smarter Travel Media LLC, a TripAdvisor Media Group Company
Industry Financial Services
Experience
Jetsetter part of Smarter Travel Media LLC, a TripAdvisor Media Group Company April 2013 - Present
Jetsetter, A member of the Gilt Groupe August 2012 - Present
Merrill Lynch January 2012 - April 2012
Pitt Academic Athletic Support September 2011 - April 2012
Kohn Kohn Colapinto Law Firm June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Microsoft Excel, PowerPoint, Equities, Equity Research, Investment Strategies, Omniture, Google Analytics
Education
University of Pittsburgh 2008 — 2012
Bachelor of Arts and Science, Finance
Bond University 2011 — 2011
Bachelor's degree, Finance, General
Jetsetter part of Smarter Travel Media LLC, a TripAdvisor Media Group Company April 2013 - Present
Jetsetter, A member of the Gilt Groupe August 2012 - Present
Merrill Lynch January 2012 - April 2012
Pitt Academic Athletic Support September 2011 - April 2012
Kohn Kohn Colapinto Law Firm June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Microsoft Excel, PowerPoint, Equities, Equity Research, Investment Strategies, Omniture, Google Analytics
Education
University of Pittsburgh 2008 — 2012
Bachelor of Arts and Science, Finance
Bond University 2011 — 2011
Bachelor's degree, Finance, General
Terence Bell's Merrill Lynch Experience June 2000 - May 2004
Job Fishbole
Industry Online Media
Experience
Fishbole July 2015 - Present
Outrun Cancer January 2014 - Present
Bell Capital Group May 2013 - Present
ImageBrief March 2015 - September 2015
Race Name January 2014 - February 2015
BRR Media November 2014 - January 2015
BRR Media April 2006 - July 2014
HSBC November 2004 - April 2006
Merrill Lynch June 2000 - May 2004
Skills
Capital Markets, Corporate Finance, Financial Modeling, Equities, Investment Banking, Financial Analysis, Digital Media, Business Strategy, New Business Development, Entrepreneur, Entrepreneurship, Investor Relations, Investments, Private Equity, Mergers & Acquisitions, Wellness, Fitness, Holistic Health, Start-ups, Business Development, Sales, Emerging Markets, IPO, Strategy, Finance, Management, Leadership
Education
Bond University 1997 — 2000
Bachelor of Commerce (BCom), Finance, International Business
Gymnasium Athenaeum Stade (Germany) 1997 — 1997
High School, Exchange Program
The Southport School 1993 — 1996
High School Certificate, Matriculation
Fishbole July 2015 - Present
Outrun Cancer January 2014 - Present
Bell Capital Group May 2013 - Present
ImageBrief March 2015 - September 2015
Race Name January 2014 - February 2015
BRR Media November 2014 - January 2015
BRR Media April 2006 - July 2014
HSBC November 2004 - April 2006
Merrill Lynch June 2000 - May 2004
Skills
Capital Markets, Corporate Finance, Financial Modeling, Equities, Investment Banking, Financial Analysis, Digital Media, Business Strategy, New Business Development, Entrepreneur, Entrepreneurship, Investor Relations, Investments, Private Equity, Mergers & Acquisitions, Wellness, Fitness, Holistic Health, Start-ups, Business Development, Sales, Emerging Markets, IPO, Strategy, Finance, Management, Leadership
Education
Bond University 1997 — 2000
Bachelor of Commerce (BCom), Finance, International Business
Gymnasium Athenaeum Stade (Germany) 1997 — 1997
High School, Exchange Program
The Southport School 1993 — 1996
High School Certificate, Matriculation
Sam Calvert Sam Calvert's Merrill Lynch Experience May 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Boise State University August 2013 - May 2014
Aramark August 2013 - May 2014
The Home Depot April 2013 - August 2013
Zumiez April 2012 - September 2012
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Teamwork, Sales, Newsletters, Research, Public Speaking
Education
University of Southern California 2014 — 2017
Accounting, Minor in International Relations, 3.5
Boise State University 2013 — 2014
Eastside Catholic High School 2009 — 2013
Merrill Lynch May 2015 - Present
Boise State University August 2013 - May 2014
Aramark August 2013 - May 2014
The Home Depot April 2013 - August 2013
Zumiez April 2012 - September 2012
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Teamwork, Sales, Newsletters, Research, Public Speaking
Education
University of Southern California 2014 — 2017
Accounting, Minor in International Relations, 3.5
Boise State University 2013 — 2014
Eastside Catholic High School 2009 — 2013
Thomas Canavan Thomas Canavan's Merrill Lynch Experience May 2013 - October 2014
Job Personal and Commercial Insurance Solutions
Industry Insurance
Experience
Thomas Insurance Brokerage May 2015 - Present
Merrill Lynch May 2013 - October 2014
Merrill Lynch July 2012 - May 2013
UBS December 2010 - August 2011
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Due Diligence, Portfolio Management, Corporate Finance, Valuation, Microsoft Excel, Strategic Financial..., Banking, Risk Management, Financial Reporting, Economics, Mergers, Analysis, Managerial Finance, Emerging Markets, Market Research, Business Analysis, Venture Capital, Private Equity, Trading, Data Analysis, Capital Markets, Entrepreneurship, Financial Services, Market Analysis, Asset Management, Equities, Forecasting
Education
Bloomsburg University of Pennsylvania 2007 — 2012
Bachelor's degree, Finance, General
Thomas Insurance Brokerage May 2015 - Present
Merrill Lynch May 2013 - October 2014
Merrill Lynch July 2012 - May 2013
UBS December 2010 - August 2011
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Due Diligence, Portfolio Management, Corporate Finance, Valuation, Microsoft Excel, Strategic Financial..., Banking, Risk Management, Financial Reporting, Economics, Mergers, Analysis, Managerial Finance, Emerging Markets, Market Research, Business Analysis, Venture Capital, Private Equity, Trading, Data Analysis, Capital Markets, Entrepreneurship, Financial Services, Market Analysis, Asset Management, Equities, Forecasting
Education
Bloomsburg University of Pennsylvania 2007 — 2012
Bachelor's degree, Finance, General
Marie-Joe Farrior's Merrill Lynch Experience April 2003 - 2004
Job Investigator at DYFS
Industry Government Relations
Experience
Department of children and families (DCF) June 2004 - June 2012
Merrill Lynch April 2003 - 2004
Law office of Albert Van-Lare 2002 - 2004
MAXIMUS 2001 - 2003
Skills
Government, Private Investigations, Enforcement, Security Clearance, Policy Analysis, Legal Research, Public Policy, Policy, Defense, Homeland Security, Leadership, Interviews, Courts, Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Strategic Planning, Training, Event Planning, Management, PowerPoint, Research
Education
Strayer University (VA) 2007 — 2009
Master of Business Administration (MBA), Accounting and Business/Management, 3.5
Bloomfield College 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Cappella University
Doctor of Philosophy (PhD), HR, 3.4
Department of children and families (DCF) June 2004 - June 2012
Merrill Lynch April 2003 - 2004
Law office of Albert Van-Lare 2002 - 2004
MAXIMUS 2001 - 2003
Skills
Government, Private Investigations, Enforcement, Security Clearance, Policy Analysis, Legal Research, Public Policy, Policy, Defense, Homeland Security, Leadership, Interviews, Courts, Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Strategic Planning, Training, Event Planning, Management, PowerPoint, Research
Education
Strayer University (VA) 2007 — 2009
Master of Business Administration (MBA), Accounting and Business/Management, 3.5
Bloomfield College 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Cappella University
Doctor of Philosophy (PhD), HR, 3.4
David Nwabuisi's Merrill Lynch Experience August 2014 - May 2015
Job Chief Executive Officer at AX Nation
Industry Higher Education
Experience
AX Nation May 2015 - Present
ALIBI X January 2014 - Present
Merrill Lynch August 2014 - May 2015
Northwestern University October 2008 - June 2013
Northwestern University August 2008 - June 2013
Priority Sports & Entertainment January 2012 - March 2012
Skills
Leadership, Public Speaking, Sports, Time Management, Marketing, Social Networking, Social Media, Event Planning, Microsoft Office, Football, Microsoft Word, PowerPoint, Facebook, Public Relations, Sports Management, Microsoft Excel, Social Media Marketing, Entrepreneurship, Coding Languages, Web Development, Web Design, Website Development, Ruby on Rails, Ruby, Heroku, Sublime Text
Education
Bloc 2015 — 2015
Engineer's degree, Computer Science
Northwestern University 2012 — 2013
Master's degree, Sports Administration
Northwestern University 2008 — 2012
Bachelor of Science (B.S.), Communication Studies
Episcopal High School
AX Nation May 2015 - Present
ALIBI X January 2014 - Present
Merrill Lynch August 2014 - May 2015
Northwestern University October 2008 - June 2013
Northwestern University August 2008 - June 2013
Priority Sports & Entertainment January 2012 - March 2012
Skills
Leadership, Public Speaking, Sports, Time Management, Marketing, Social Networking, Social Media, Event Planning, Microsoft Office, Football, Microsoft Word, PowerPoint, Facebook, Public Relations, Sports Management, Microsoft Excel, Social Media Marketing, Entrepreneurship, Coding Languages, Web Development, Web Design, Website Development, Ruby on Rails, Ruby, Heroku, Sublime Text
Education
Bloc 2015 — 2015
Engineer's degree, Computer Science
Northwestern University 2012 — 2013
Master's degree, Sports Administration
Northwestern University 2008 — 2012
Bachelor of Science (B.S.), Communication Studies
Episcopal High School
Drew Reinhold's Merrill Lynch Experience May 2014 - August 2014
Job Drexel University Thomas R. Kline School of Law 1L
Industry Law Practice
Experience
Armorboard Packaging May 2015 - Present
Bloomsburg University August 2011 - May 2015
Merrill Lynch May 2014 - August 2014
Skills
Capital IQ, Morningstar, Financial Modeling, Financial Analysis, Financial Accounting, Corporate Finance, PowerPoint, Microsoft Excel, Economics, Finance, Investments, Social Networking, Public Speaking, Customer Service, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2011 — 2015
Bachelor's degree, Finance, General
Armorboard Packaging May 2015 - Present
Bloomsburg University August 2011 - May 2015
Merrill Lynch May 2014 - August 2014
Skills
Capital IQ, Morningstar, Financial Modeling, Financial Analysis, Financial Accounting, Corporate Finance, PowerPoint, Microsoft Excel, Economics, Finance, Investments, Social Networking, Public Speaking, Customer Service, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2011 — 2015
Bachelor's degree, Finance, General
April Davies, MA's Merrill Lynch Experience July 2007 - September 2007
Job Executive Administrative Assistant Actively Seeking Full Time Employment
Industry Public Relations and Communications
Experience
Actively Seeking Full Time Employment July 2015 - Present
Greater Wilkes-Barre Chamber April 2015 - June 2015
Navient April 2009 - April 2015
Banco Popular North America September 2007 - March 2008
Merrill Lynch July 2007 - September 2007
Skills
Visio, SharePoint, Outlook, PowerPoint, Microsoft Works, Ariba, PeopleSoft, Corporate Fundraising, Fundraising, Charitable Giving..., Employee Recognition, Employee Surveys, Internal Communications, Conference Coordination, Live Meeting, Concur, Word, Excel, Newsletter Writing, Toastmasters, Employee Rec Club, Corporate Events, Self Starter, Microsoft Excel, Microsoft Word, Event Planning, Community Outreach, Program Management, Editing, Event Management, Minute Taking, Newsletters, Teamwork, Public Relations, Nonprofits, Volunteer Management, Strategic Communications, Community Development, Media Relations, Creative Writing, Office Management, Strategy, Leadership, Social Networking, Management, Interviews, Training, Leadership Development, Public Speaking, Entrepreneurship
Education
Marywood University 2006 — 2008
M.A., Communications Arts: Management
Bloomsburg University of Pennsylvania 2003 — 2005
Bachleors, Mass Communication
Luzerne County Community College 2000 — 2002
Associate of Science (A.S.), Broadcast Technology, Honors
Actively Seeking Full Time Employment July 2015 - Present
Greater Wilkes-Barre Chamber April 2015 - June 2015
Navient April 2009 - April 2015
Banco Popular North America September 2007 - March 2008
Merrill Lynch July 2007 - September 2007
Skills
Visio, SharePoint, Outlook, PowerPoint, Microsoft Works, Ariba, PeopleSoft, Corporate Fundraising, Fundraising, Charitable Giving..., Employee Recognition, Employee Surveys, Internal Communications, Conference Coordination, Live Meeting, Concur, Word, Excel, Newsletter Writing, Toastmasters, Employee Rec Club, Corporate Events, Self Starter, Microsoft Excel, Microsoft Word, Event Planning, Community Outreach, Program Management, Editing, Event Management, Minute Taking, Newsletters, Teamwork, Public Relations, Nonprofits, Volunteer Management, Strategic Communications, Community Development, Media Relations, Creative Writing, Office Management, Strategy, Leadership, Social Networking, Management, Interviews, Training, Leadership Development, Public Speaking, Entrepreneurship
Education
Marywood University 2006 — 2008
M.A., Communications Arts: Management
Bloomsburg University of Pennsylvania 2003 — 2005
Bachleors, Mass Communication
Luzerne County Community College 2000 — 2002
Associate of Science (A.S.), Broadcast Technology, Honors
Ashley Catania Stitz's Merrill Lynch Experience December 2014 - Present
Job Relationship Partner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Merrill Lynch May 2013 - December 2014
Merrill Lynch March 2012 - May 2013
Merrill Lynch July 2011 - March 2012
Education
Bloomsburg University of Pennsylvania 2005 — 2009
B.A, Liberal Arts, K-12
Merrill Lynch December 2014 - Present
Merrill Lynch May 2013 - December 2014
Merrill Lynch March 2012 - May 2013
Merrill Lynch July 2011 - March 2012
Education
Bloomsburg University of Pennsylvania 2005 — 2009
B.A, Liberal Arts, K-12
Steven Wilcox Steven Wilcox's Merrill Lynch Experience June 2011 - September 2011
Job Trade Marketing Coordinator at Quiksilver
Industry Marketing and Advertising
Experience
Quiksilver August 2015 - Present
Oakley May 2014 - April 2015
Greenhouse Agency, Inc June 2012 - June 2014
Southern Wine & Spirits July 2013 - May 2014
Peligroso Spirits June 2012 - February 2014
Bond University January 2012 - May 2012
Merrill Lynch June 2011 - September 2011
Vista Murrieta High School June 2010 - August 2010
Pacific Sunwear June 2008 - July 2009
Skills
Sales Promotion, Brand Management, Action Sports, Leadership Development, Team Building, Customer Service, Social Networking, Entrepreneurship, Blogging, Social Media, Facebook, Account Management, Marketing Strategy, Public Relations, Social Media Marketing, Marketing, Event Planning, Event Management, Leadership, Sales, Advertising
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2013
BS, Business Administration: Finance & Entrepreneurship, Minor in Leadership & Organizational Studies
Bond University 2012 — 2012
Minor, Leadership & Organizational Studies
Vista Murrieta High School 2005 — 2009
High School Diploma, GED
Quiksilver August 2015 - Present
Oakley May 2014 - April 2015
Greenhouse Agency, Inc June 2012 - June 2014
Southern Wine & Spirits July 2013 - May 2014
Peligroso Spirits June 2012 - February 2014
Bond University January 2012 - May 2012
Merrill Lynch June 2011 - September 2011
Vista Murrieta High School June 2010 - August 2010
Pacific Sunwear June 2008 - July 2009
Skills
Sales Promotion, Brand Management, Action Sports, Leadership Development, Team Building, Customer Service, Social Networking, Entrepreneurship, Blogging, Social Media, Facebook, Account Management, Marketing Strategy, Public Relations, Social Media Marketing, Marketing, Event Planning, Event Management, Leadership, Sales, Advertising
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2013
BS, Business Administration: Finance & Entrepreneurship, Minor in Leadership & Organizational Studies
Bond University 2012 — 2012
Minor, Leadership & Organizational Studies
Vista Murrieta High School 2005 — 2009
High School Diploma, GED
Kandis Tagliabue's Merrill Lynch Experience January 2010 - January 2011
Job Yoga Instructor at The Club at Los Gatos
Industry Health, Wellness and Fitness
Experience
The Club at Los Gatos July 2015 - Present
Self - Employed February 2015 - Present
Cal Youth & Outdoor Program’s Sports Camp June 2015 - July 2015
OOB March 2015 - June 2015
workZeit August 2014 - December 2014
Symphony Commerce (formerly sneakpeeq) July 2013 - July 2014
Faulkner Media Group April 2013 - July 2013
Thinglet Software September 2012 - January 2013
Merrill Lynch January 2010 - January 2011
Image Marketing Concepts April 2007 - January 2008
Skills
Yoga, Hatha Yoga, Vinyasa, Pranayama, Yoga Nidra, Yin Yoga, Children's Yoga, Asana, Muscle Tone, Human Anatomy, Kinesiology, Breathwork, Stress Management, Injury Rehabilitation, jQuery, JavaScript, HTML 5, CSS3, CSS, AngularJS, Ruby on Rails, AJAX, Wordpress, Photoshop, Web Development, JSON, Web Design, MySQL, Git, Flash, HTML5, Muscle Pain
Education
Be The Change Yoga 2015 — 2015
Yoga Teacher Training
ITT Technical Institute-San Bernardino 2008 — 2010
Software Applications And Development, Computer Software Engineering
Bloc
The Club at Los Gatos July 2015 - Present
Self - Employed February 2015 - Present
Cal Youth & Outdoor Program’s Sports Camp June 2015 - July 2015
OOB March 2015 - June 2015
workZeit August 2014 - December 2014
Symphony Commerce (formerly sneakpeeq) July 2013 - July 2014
Faulkner Media Group April 2013 - July 2013
Thinglet Software September 2012 - January 2013
Merrill Lynch January 2010 - January 2011
Image Marketing Concepts April 2007 - January 2008
Skills
Yoga, Hatha Yoga, Vinyasa, Pranayama, Yoga Nidra, Yin Yoga, Children's Yoga, Asana, Muscle Tone, Human Anatomy, Kinesiology, Breathwork, Stress Management, Injury Rehabilitation, jQuery, JavaScript, HTML 5, CSS3, CSS, AngularJS, Ruby on Rails, AJAX, Wordpress, Photoshop, Web Development, JSON, Web Design, MySQL, Git, Flash, HTML5, Muscle Pain
Education
Be The Change Yoga 2015 — 2015
Yoga Teacher Training
ITT Technical Institute-San Bernardino 2008 — 2010
Software Applications And Development, Computer Software Engineering
Bloc
Kolleen Gibson Kolleen Gibson's Merrill Lynch Experience January 2000 - January 2008
Job Assistant Controller at Invaluable
Industry Computer Software
Experience
Invaluable March 2015 - Present
Campus Management Corp September 2012 - December 2014
Charter Schools USA March 2012 - September 2012
John Knox Village of Florida, Inc December 2008 - February 2012
Merrill Lynch January 2000 - January 2008
KPMG January 1990 - January 1995
Skills
Accounting, Financial Reporting, Insurance, Microsoft Excel, Pivot Tables, Account Reconciliation, Accounts Receivable, Auditing, Vlookup, Investments, Outlook, Great Plains Software, Financial Statements, Microsoft Word, Statutory Accounting, Open Air, Concur, GAAP, Excel, Word, AOD, AV Powell Forcast, Macro, Statutory Reporting, Revenue Recognition
Education
Bishop's University 1987 — 1990
Bachelor's Degree, Business Administration; Accounting
Invaluable March 2015 - Present
Campus Management Corp September 2012 - December 2014
Charter Schools USA March 2012 - September 2012
John Knox Village of Florida, Inc December 2008 - February 2012
Merrill Lynch January 2000 - January 2008
KPMG January 1990 - January 1995
Skills
Accounting, Financial Reporting, Insurance, Microsoft Excel, Pivot Tables, Account Reconciliation, Accounts Receivable, Auditing, Vlookup, Investments, Outlook, Great Plains Software, Financial Statements, Microsoft Word, Statutory Accounting, Open Air, Concur, GAAP, Excel, Word, AOD, AV Powell Forcast, Macro, Statutory Reporting, Revenue Recognition
Education
Bishop's University 1987 — 1990
Bachelor's Degree, Business Administration; Accounting
Rama Naageswaran's Merrill Lynch Experience June 2007 - August 2007
Job Senior Director Enterprise Strategy & Business Development at Cisco Systems
Industry Telecommunications
Experience
Cisco Systems September 2010 - Present
Friends for Youth 2012 - 2014
Bain & Company 2008 - September 2010
Merrill Lynch June 2007 - August 2007
Force10 Networks (formerly Turin Networks) January 2001 - July 2006
Alcatel August 1997 - July 1999
Skills
Go-to-market Strategy, Product Management, Business Strategy
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of Colorado Boulder 1999 — 2000
MS
Birla Institute of Technology and Science, Pilani
Modern School
Cisco Systems September 2010 - Present
Friends for Youth 2012 - 2014
Bain & Company 2008 - September 2010
Merrill Lynch June 2007 - August 2007
Force10 Networks (formerly Turin Networks) January 2001 - July 2006
Alcatel August 1997 - July 1999
Skills
Go-to-market Strategy, Product Management, Business Strategy
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of Colorado Boulder 1999 — 2000
MS
Birla Institute of Technology and Science, Pilani
Modern School
Reeve Jacobus Reeve Jacobus's Merrill Lynch Experience May 2013 - August 2013
Job Community Health Volunteer at Peace Corps
Industry International Affairs
Experience
Peace Corps June 2015 - Present
Alabama Possible January 2014 - May 2015
The Hilltop News January 2012 - May 2014
Merrill Lynch May 2013 - August 2013
Chi Chi Chapter of Sigma Chi February 2012 - February 2013
Williford, McAllister, and Jacobus LLP May 2012 - August 2012
Education
Birmingham-Southern College 2011 — 2015
Peace Corps June 2015 - Present
Alabama Possible January 2014 - May 2015
The Hilltop News January 2012 - May 2014
Merrill Lynch May 2013 - August 2013
Chi Chi Chapter of Sigma Chi February 2012 - February 2013
Williford, McAllister, and Jacobus LLP May 2012 - August 2012
Education
Birmingham-Southern College 2011 — 2015
Jack Linehan Jack Linehan's Merrill Lynch Experience June 2011 - August 2011
Job Analyst at Hall Capital Partners
Industry Financial Services
Experience
Hall Capital Partners LLC October 2013 - Present
The Hartford June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Economics, Bloomberg, Financial Modeling, Investment Advisory, Valuation, Wealth Management, Leadership
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Bond University 2011 — 2011
Simsbury High School 2005 — 2009
Hall Capital Partners LLC October 2013 - Present
The Hartford June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Economics, Bloomberg, Financial Modeling, Investment Advisory, Valuation, Wealth Management, Leadership
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Bond University 2011 — 2011
Simsbury High School 2005 — 2009
Joshua Pearson's Merrill Lynch Experience July 2015 - Present
Job Account Manager at Airmatic Inc
Industry Wholesale
Experience
Merrill Lynch July 2015 - Present
Airmatic Inc May 2014 - July 2015
Movie Tavern Inc. December 2013 - September 2014
RiverCrest Golf Club May 2013 - August 2013
Education
Bloomsburg University of Pennsylvania 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Merrill Lynch July 2015 - Present
Airmatic Inc May 2014 - July 2015
Movie Tavern Inc. December 2013 - September 2014
RiverCrest Golf Club May 2013 - August 2013
Education
Bloomsburg University of Pennsylvania 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Ginger Kirk Ginger Kirk's Merrill Lynch Experience February 1991 - April 2009
Job Sr Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2013 - Present
UBS April 2009 - December 2012
Merrill Lynch February 1991 - April 2009
Skills
Strategy, Wealth, Wealth Management, Portfolio Management, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Financial Planning
Education
Gonzaga University 2002 — 2005
Master of Arts (M.A.), Organizational Leadership
Boise State University 1985 — 1990
Bachelor of Arts (B.A.), Fine/Studio Arts, General
UBS Financial Services, Inc. January 2013 - Present
UBS April 2009 - December 2012
Merrill Lynch February 1991 - April 2009
Skills
Strategy, Wealth, Wealth Management, Portfolio Management, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Financial Planning
Education
Gonzaga University 2002 — 2005
Master of Arts (M.A.), Organizational Leadership
Boise State University 1985 — 1990
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Craig Davidson Craig Davidson's Merrill Lynch Experience September 2005 - June 2006
Job Director, Human Resource Operations at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company November 2011 - Present
The Walt Disney Company, ABC.Inc. September 2011 - November 2011
The Walt Disney Company, ABC.Inc. July 2007 - September 2011
The Walt Disney Company, ABC.Inc. August 2006 - July 2007
Merrill Lynch September 2005 - June 2006
JP Morgan Chase January 2004 - September 2005
JPMorgan Chase April 2000 - January 2004
First USA 1999 - 2001
Skills
Strategic Planning, Change Management, Succession Planning, Training, Talent Management, Team Leadership, Organizational..., Budgets, Project Management, Onboarding, Employee Engagement, Process Improvement, Management, Employee Relations, Performance Management, Analysis, Leadership, Human Resources, HRIS, Customer Service
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Bloomsburg University of Pennsylvania 1993 — 1998
B.S., Business Management
Haverford High School 1989 — 1993
The Walt Disney Company November 2011 - Present
The Walt Disney Company, ABC.Inc. September 2011 - November 2011
The Walt Disney Company, ABC.Inc. July 2007 - September 2011
The Walt Disney Company, ABC.Inc. August 2006 - July 2007
Merrill Lynch September 2005 - June 2006
JP Morgan Chase January 2004 - September 2005
JPMorgan Chase April 2000 - January 2004
First USA 1999 - 2001
Skills
Strategic Planning, Change Management, Succession Planning, Training, Talent Management, Team Leadership, Organizational..., Budgets, Project Management, Onboarding, Employee Engagement, Process Improvement, Management, Employee Relations, Performance Management, Analysis, Leadership, Human Resources, HRIS, Customer Service
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Bloomsburg University of Pennsylvania 1993 — 1998
B.S., Business Management
Haverford High School 1989 — 1993
Paulas Bhatt Paulas Bhatt's Merrill Lynch Experience January 2006 - January 2007
Job Program Manager at Business Insider
Industry Information Technology and Services
Experience
Business Insider December 2014 - Present
American Media March 2013 - November 2014
Live Gamer February 2012 - December 2012
Tethys Technology May 2011 - February 2012
CapitalIQ September 2010 - May 2011
TheMarkets.com May 2007 - September 2010
Merrill Lynch January 2006 - January 2007
Pfizer Pharmaceuticals January 2005 - August 2005
Skills
Certified Scrum Master..., Product Management, Business Analysis, Project Management, Agile Methodologies, SQL, Product Development, Software Development, SDLC, Ruby on Rails, Trading Systems, Electronic Trading..., Virtual Currency, SaaS, MS Project, Business Intelligence, JIRA, CRM, Quality Assurance, QTP, Requirements Analysis, CMMI, Vendor Management, Software Project..., Waterfall, Agile Project Management, Scrum, Analytics, Visio, RUP, Microsoft SQL Server, Requirements Gathering, XML, IT Strategy, E-commerce, Enterprise Architecture, .NET, Mobile Applications, Start-ups, Integration, Microsoft Project
Education
Bloomfield College 2001 — 2006
Bachelor of Science
Business Insider December 2014 - Present
American Media March 2013 - November 2014
Live Gamer February 2012 - December 2012
Tethys Technology May 2011 - February 2012
CapitalIQ September 2010 - May 2011
TheMarkets.com May 2007 - September 2010
Merrill Lynch January 2006 - January 2007
Pfizer Pharmaceuticals January 2005 - August 2005
Skills
Certified Scrum Master..., Product Management, Business Analysis, Project Management, Agile Methodologies, SQL, Product Development, Software Development, SDLC, Ruby on Rails, Trading Systems, Electronic Trading..., Virtual Currency, SaaS, MS Project, Business Intelligence, JIRA, CRM, Quality Assurance, QTP, Requirements Analysis, CMMI, Vendor Management, Software Project..., Waterfall, Agile Project Management, Scrum, Analytics, Visio, RUP, Microsoft SQL Server, Requirements Gathering, XML, IT Strategy, E-commerce, Enterprise Architecture, .NET, Mobile Applications, Start-ups, Integration, Microsoft Project
Education
Bloomfield College 2001 — 2006
Bachelor of Science
William Repka William Repka's Merrill Lynch Experience September 1987 - June 1996
Job CFO, Corporate Controller, Senior Accounting Manager
Industry Financial Services
Experience
USA Self Employed Corporate Controller/Vice PresidentMerrill LynchJune 1996 - September 2001
Continental Salt Company September 1993 - November 1996
Merrill Lynch September 1987 - June 1996
Merrill Lynch January 1986 - September 1987
Derby Securities March 1982 - May 1987
Education
Pace University - Lubin School of Business 1982 — 1987
BBA, Business/Public Accounting
Borough of Manhattan Community College 1981 — 1981
Accounting
Marist College 1978 — 1980
Computer Science
USA Self Employed Corporate Controller/Vice PresidentMerrill LynchJune 1996 - September 2001
Continental Salt Company September 1993 - November 1996
Merrill Lynch September 1987 - June 1996
Merrill Lynch January 1986 - September 1987
Derby Securities March 1982 - May 1987
Education
Pace University - Lubin School of Business 1982 — 1987
BBA, Business/Public Accounting
Borough of Manhattan Community College 1981 — 1981
Accounting
Marist College 1978 — 1980
Computer Science
Anthony Terman Anthony Terman's Merrill Lynch Experience September 1999 - December 2003
Job Litigation and eDiscovery Support Consultant (Seeking for a new opportunity)
Industry Information Technology and Services
Experience
Litigation and eDiscovery Support Consultant November 2014 - Present
Fitzpatrick, Cella, Harper & Scinto January 2014 - July 2014
Proskauer Rose LLP July 2013 - January 2014
TransPerfect July 2011 - November 2012
ePerfect Imaging & Document Management September 2007 - December 2009
Covington & Burling August 2006 - February 2007
Williams Lea January 2006 - August 2006
Deutsche Bank June 2005 - September 2005
Dresdner Kleinwort Wasserstein January 2004 - June 2005
Merrill Lynch September 1999 - December 2003
Skills
Litigation Support, Litigation, Digital Imaging, Document Management, Project Management, Database Administration, Management, Vendor Management, Access, Databases, Process Improvement, Recruiting, Microsoft Office, Outsourcing, Consulting, Business Development, Account Management, Database Admin, Training, Customer Service, Networking, Salesforce.com, Software Documentation, Facilitation, Problem Solving
Education
Katherine Gibbs School 2000 — 2002
CNO, Computer Network Technologies
Borough of Manhattan Community College 1998 — 2000
CMP, Computer Programming
Litigation and eDiscovery Support Consultant November 2014 - Present
Fitzpatrick, Cella, Harper & Scinto January 2014 - July 2014
Proskauer Rose LLP July 2013 - January 2014
TransPerfect July 2011 - November 2012
ePerfect Imaging & Document Management September 2007 - December 2009
Covington & Burling August 2006 - February 2007
Williams Lea January 2006 - August 2006
Deutsche Bank June 2005 - September 2005
Dresdner Kleinwort Wasserstein January 2004 - June 2005
Merrill Lynch September 1999 - December 2003
Skills
Litigation Support, Litigation, Digital Imaging, Document Management, Project Management, Database Administration, Management, Vendor Management, Access, Databases, Process Improvement, Recruiting, Microsoft Office, Outsourcing, Consulting, Business Development, Account Management, Database Admin, Training, Customer Service, Networking, Salesforce.com, Software Documentation, Facilitation, Problem Solving
Education
Katherine Gibbs School 2000 — 2002
CNO, Computer Network Technologies
Borough of Manhattan Community College 1998 — 2000
CMP, Computer Programming
Annette Whitaker Annette Whitaker's Merrill Lynch Experience 1997 - 1998
Job Administrative Assistant (Contract Position) at Zoetis (Subsidiary of Pfizer Pharmaceuticals)
Industry Pharmaceuticals
Experience
Zoetis (Subsidiary of Pfizer Pharmaceuticals) July 2013 - March 2015
Novartis Pharmaceuticals Corp September 2012 - January 2013
Forest Research Institute June 2011 - February 2012
DAINIPPON SUMITOMO PHARMA AMERICA, INC 2008 - 2010
WATSON WYATT WORLDWIDE 2007 - 2008
GALDERMA RESEARCH & DEVELOPMENT 2000 - 2007
TAKEDA AMERICA R&D CENTER INC 1999 - 2000
THE LIPOSOME COMPANY, INC 1998 - 1999
Merrill Lynch 1997 - 1998
COOPERS & LYBRAND 1995 - 1997
Skills
Administrative..., Event Planning, Human Resources, PowerPoint, Microsoft Office, Research, Team Building
Education
Borough of Manhattan Community College
Business Administration
Katharine Gibbs School
Secretarial Studies
Zoetis (Subsidiary of Pfizer Pharmaceuticals) July 2013 - March 2015
Novartis Pharmaceuticals Corp September 2012 - January 2013
Forest Research Institute June 2011 - February 2012
DAINIPPON SUMITOMO PHARMA AMERICA, INC 2008 - 2010
WATSON WYATT WORLDWIDE 2007 - 2008
GALDERMA RESEARCH & DEVELOPMENT 2000 - 2007
TAKEDA AMERICA R&D CENTER INC 1999 - 2000
THE LIPOSOME COMPANY, INC 1998 - 1999
Merrill Lynch 1997 - 1998
COOPERS & LYBRAND 1995 - 1997
Skills
Administrative..., Event Planning, Human Resources, PowerPoint, Microsoft Office, Research, Team Building
Education
Borough of Manhattan Community College
Business Administration
Katharine Gibbs School
Secretarial Studies
Dwayne Gilbert Dwayne Gilbert's Merrill Lynch Experience January 2007 - March 2010
Job Operations Analyst at CSX Transportation Intermodal
Industry Financial Services
Experience
CSX Transportation Intermodal July 2014 - Present
Merrill Edge August 2011 - August 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Merrill Lynch January 2007 - March 2010
Alfmeier Corporation August 2000 - January 2007
Skills
Financial Analysis, Portfolio Management, Seibel, Portfolio Optimization, Process Optimization, Investment Portfolio, Portfolio Assessment, Machine Tools, Injection Molding, Process Improvement, Series 7, Series 66, Life Insurance, Variable Annuities, Model Portfolios, Portfolio Performance..., Investment Banking, Investment Advisory, Investment Strategies, Investment Management, Return on Investment, Banking, Financial Statement..., Microsoft Office, Microsoft Excel, Microsoft Word, Market Analysis, Production Managment, Retirement Planning, Series 63, Mortgage Banking, Residential Mortgages, Mortgage Lending, Mortgage Marketing, Asset Allocation, Series 65, Uniform Combined State..., Mutual Funds, Wealth Management, Fixed Annuities, Series 6, Separately Managed..., Management, Leadership
Education
Clemson University - College of Business and Behavioral Science 2001 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Greenville Technical College 2000 — 2001
College Transfer
Blue Ridge Community College 1995 — 1996
Associate of Science (A.S.), Machine Tool Technology/Machinist
MS training in NJ
CSX Transportation Intermodal July 2014 - Present
Merrill Edge August 2011 - August 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Merrill Lynch January 2007 - March 2010
Alfmeier Corporation August 2000 - January 2007
Skills
Financial Analysis, Portfolio Management, Seibel, Portfolio Optimization, Process Optimization, Investment Portfolio, Portfolio Assessment, Machine Tools, Injection Molding, Process Improvement, Series 7, Series 66, Life Insurance, Variable Annuities, Model Portfolios, Portfolio Performance..., Investment Banking, Investment Advisory, Investment Strategies, Investment Management, Return on Investment, Banking, Financial Statement..., Microsoft Office, Microsoft Excel, Microsoft Word, Market Analysis, Production Managment, Retirement Planning, Series 63, Mortgage Banking, Residential Mortgages, Mortgage Lending, Mortgage Marketing, Asset Allocation, Series 65, Uniform Combined State..., Mutual Funds, Wealth Management, Fixed Annuities, Series 6, Separately Managed..., Management, Leadership
Education
Clemson University - College of Business and Behavioral Science 2001 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Greenville Technical College 2000 — 2001
College Transfer
Blue Ridge Community College 1995 — 1996
Associate of Science (A.S.), Machine Tool Technology/Machinist
MS training in NJ
Christabel Nazareth (PMP) Christabel Nazareth (PMP)'s Merrill Lynch Experience July 1986 - February 1988
Job Instructional Designer, Project Manager, Writer/Editor
Industry Management Consulting
Experience
Kepner-Tregoe, Inc. August 2011 - Present
ETS September 2010 - July 2011
Kepner-Tregoe, Inc. 1988 - 2009
Merrill Lynch July 1986 - February 1988
Westminster Choir College at Rider University July 1984 - July 1986
The Times of India March 1982 - July 1983
Skills
Business Process..., Performance Improvement, Instructional Design, Leadership Development, Change Management
Education
Boise State University 2002 — 2006
M.S., Instructional & Performance Technology
Bombay College of Journalism (K.C. College) 1981 — 1982
Post-Graduate Diploma, Journalism
University of Mumbai 1974 — 1981
B.A., M.A., History
St. Teresa's
SSC
Kepner-Tregoe, Inc. August 2011 - Present
ETS September 2010 - July 2011
Kepner-Tregoe, Inc. 1988 - 2009
Merrill Lynch July 1986 - February 1988
Westminster Choir College at Rider University July 1984 - July 1986
The Times of India March 1982 - July 1983
Skills
Business Process..., Performance Improvement, Instructional Design, Leadership Development, Change Management
Education
Boise State University 2002 — 2006
M.S., Instructional & Performance Technology
Bombay College of Journalism (K.C. College) 1981 — 1982
Post-Graduate Diploma, Journalism
University of Mumbai 1974 — 1981
B.A., M.A., History
St. Teresa's
SSC
Tamanni Bowers MSIS Tamanni Bowers MSIS's Merrill Lynch Experience 1999 - 2004
Job Assistant Vice President IT Risk
Industry Financial Services
Experience
Lloyds Bank July 2014 - Present
RCM Technologies September 2013 - July 2014
Prudential Financial August 2011 - June 2013
Prudential Financial 2007 - August 2011
Merrill Lynch 1999 - 2004
Skills
Internal Controls, Accounting, Enterprise Risk..., Financial Analysis, Financial Reporting, Internal Audit, Process Improvement, Risk Management, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Services
Education
Stevens Institute of Technology 2007 — 2009
MSIS, Information Systems
Bloomfield College 1987 — 1993
Bachelor of Science (BS), Accounting
Lloyds Bank July 2014 - Present
RCM Technologies September 2013 - July 2014
Prudential Financial August 2011 - June 2013
Prudential Financial 2007 - August 2011
Merrill Lynch 1999 - 2004
Skills
Internal Controls, Accounting, Enterprise Risk..., Financial Analysis, Financial Reporting, Internal Audit, Process Improvement, Risk Management, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Services
Education
Stevens Institute of Technology 2007 — 2009
MSIS, Information Systems
Bloomfield College 1987 — 1993
Bachelor of Science (BS), Accounting
Mark Buckley, Esq., CFP®, CRPC Mark Buckley, Esq., CFP®, CRPC's Merrill Lynch Experience January 2006 - July 2008
Job Rhode Island Bankruptcy Attorney
Industry Law Practice
Experience
Attorney Mark S. Buckley, CFP July 2008 - Present
Merrill Lynch January 2006 - July 2008
Mark S. Buckley, Attorney At Law October 1991 - December 2005
Skills
Bankruptcy, Estate Planning, Wills, Chapter 7, Torts, Trusts, Insurance, Personal Injury..., Investments, Debtors, Consumer Law, Legal Advice, Debt Settlement
Education
Suffolk University Law School 1988 — 1991
Juris Doctorate, Law
College for Financial Planning 2005 — 2006
CFP, Financial Planning
Bob Jones University 1984 — 1988
BS, Business Administration
Tollgate 1982 — 1984
Attorney Mark S. Buckley, CFP July 2008 - Present
Merrill Lynch January 2006 - July 2008
Mark S. Buckley, Attorney At Law October 1991 - December 2005
Skills
Bankruptcy, Estate Planning, Wills, Chapter 7, Torts, Trusts, Insurance, Personal Injury..., Investments, Debtors, Consumer Law, Legal Advice, Debt Settlement
Education
Suffolk University Law School 1988 — 1991
Juris Doctorate, Law
College for Financial Planning 2005 — 2006
CFP, Financial Planning
Bob Jones University 1984 — 1988
BS, Business Administration
Tollgate 1982 — 1984
Joe Butcher Joe Butcher's Merrill Lynch Experience August 2004 - March 2009
Job Wealth Management Advisor at Jacobi Capital Management, LLC, A Registered Investment Adviser
Industry Financial Services
Experience
Jacobi Capital Management, LLC, A Registered Investment Adviser March 2010 - Present
LPL Financial March 2009 - Present
Merrill Lynch August 2004 - March 2009
POWER! Wilkes-Barre Chapter 2006 - 2009
PNC Bank August 2003 - July 2004
ALLTEL Corporation 2002 - 2003
Skills
Asset Managment, Employee Benefits, Financial Analysis, Strategic Financial..., Estate Planning, Securities, Series 7, Insurance, Mutual Funds, Investments, Wealth Management, Retirement Planning
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
MBA
Bloomsburg University of Pennsylvania 1989 — 1993
B.S., Business Administration - Management
Jacobi Capital Management, LLC, A Registered Investment Adviser March 2010 - Present
LPL Financial March 2009 - Present
Merrill Lynch August 2004 - March 2009
POWER! Wilkes-Barre Chapter 2006 - 2009
PNC Bank August 2003 - July 2004
ALLTEL Corporation 2002 - 2003
Skills
Asset Managment, Employee Benefits, Financial Analysis, Strategic Financial..., Estate Planning, Securities, Series 7, Insurance, Mutual Funds, Investments, Wealth Management, Retirement Planning
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
MBA
Bloomsburg University of Pennsylvania 1989 — 1993
B.S., Business Administration - Management
Marilyn Muzyk Marilyn Muzyk's Merrill Lynch Experience July 1991 - July 1995
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
BlackRock June 2008 - January 2013
BlackRock July 2007 - June 2008
BlackRock February 2006 - July 2007
Merrill Lynch Investment Managers July 1995 - January 2006
Merrill Lynch July 1991 - July 1995
Skills
Asset Management, Equities, Fixed Income, Investments, Financial Services, Series 7, Mutual Funds, Alternative Investments, Securities
Education
Bloomsburg University of Pennsylvania 1987 — 1991
BS Finance and Economics
BlackRock January 2013 - Present
BlackRock June 2008 - January 2013
BlackRock July 2007 - June 2008
BlackRock February 2006 - July 2007
Merrill Lynch Investment Managers July 1995 - January 2006
Merrill Lynch July 1991 - July 1995
Skills
Asset Management, Equities, Fixed Income, Investments, Financial Services, Series 7, Mutual Funds, Alternative Investments, Securities
Education
Bloomsburg University of Pennsylvania 1987 — 1991
BS Finance and Economics
Mark Alfieri's Merrill Lynch Experience January 2006 - June 2006
Job Head of Operations at Moon Capital
Industry Investment Management
Experience
Moon Capital March 2015 - Present
Moon Capital June 2013 - Present
Indus Capital May 2012 - May 2013
Indus Capital September 2010 - May 2012
Stanfield Capital Partners LLC June 2009 - August 2009
Stanfield Capital Partners LLC June 2008 - August 2008
Merrill Lynch January 2006 - June 2006
Skills
Investments, Equities, Hedge Funds, Bloomberg, Eze Castle, Alternative Investments, Investment Strategies, Debt & Equity Financing, Operational Risk, Risk Management, Derivatives, Bonds, Mutual Funds, Asset Managment, Financial Modeling, Securities, Financial Analysis, Risk Assessment, Account Reconciliation, Treasury Management
Education
Ithaca College 2006 — 2010
Bachelor of Science, Business Administration-Finance Major
Bond University 2009 — 2009
Study Abroad, International Business
Garden City High School 2002 — 2006
Moon Capital March 2015 - Present
Moon Capital June 2013 - Present
Indus Capital May 2012 - May 2013
Indus Capital September 2010 - May 2012
Stanfield Capital Partners LLC June 2009 - August 2009
Stanfield Capital Partners LLC June 2008 - August 2008
Merrill Lynch January 2006 - June 2006
Skills
Investments, Equities, Hedge Funds, Bloomberg, Eze Castle, Alternative Investments, Investment Strategies, Debt & Equity Financing, Operational Risk, Risk Management, Derivatives, Bonds, Mutual Funds, Asset Managment, Financial Modeling, Securities, Financial Analysis, Risk Assessment, Account Reconciliation, Treasury Management
Education
Ithaca College 2006 — 2010
Bachelor of Science, Business Administration-Finance Major
Bond University 2009 — 2009
Study Abroad, International Business
Garden City High School 2002 — 2006
Bert Browen's Merrill Lynch Experience January 1985 - October 1986
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
First Tech Federal Credit Union\ Addison Avenue Investment Services January 1999 - Present
Idaho First National Bank October 1986 - January 1999
Merrill Lynch January 1985 - October 1986
Northwestern Mutual March 1984 - January 1985
Skills
Retirement, Investments, Credit Unions, Banking, Public Speaking
Education
Boise State University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
First Tech Federal Credit Union\ Addison Avenue Investment Services January 1999 - Present
Idaho First National Bank October 1986 - January 1999
Merrill Lynch January 1985 - October 1986
Northwestern Mutual March 1984 - January 1985
Skills
Retirement, Investments, Credit Unions, Banking, Public Speaking
Education
Boise State University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Douglas Cartwright's Merrill Lynch Experience October 2008 - June 2010
Job Experience Specialist at Verizon Wireless
Industry Retail
Experience
Verizon Wireless June 2013 - Present
Quilt Barn Apparel and Graphics September 2008 - January 2015
TriCor Financial LLC June 2010 - August 2012
Merrill Lynch October 2008 - June 2010
Wells Fargo Investments April 2003 - October 2008
Morgan Stanley May 1997 - April 2003
Skills
Sales Management, Financial Analysis, Account Management, Highly motivated..., Direct Sales, Negotiation, Written & Oral..., Microsoft Office, Illustrator, Financial Services, District Sales..., Recruiting, Organization, Mutual Funds, Marketing, Management, Investment Advisory, Asset Allocation, Alternative Investments, Retirement Planning, Public Speaking, Customer Service, Sales, Team Building, Leadership, Sales Process, Customer Retention, Strategic Planning, Training
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boise State University 1994 — 1997
BS Political Science, Political Science and Government
Utah State University 1990 — 1993
Soda Springs High School 1986 — 1990
Verizon Wireless June 2013 - Present
Quilt Barn Apparel and Graphics September 2008 - January 2015
TriCor Financial LLC June 2010 - August 2012
Merrill Lynch October 2008 - June 2010
Wells Fargo Investments April 2003 - October 2008
Morgan Stanley May 1997 - April 2003
Skills
Sales Management, Financial Analysis, Account Management, Highly motivated..., Direct Sales, Negotiation, Written & Oral..., Microsoft Office, Illustrator, Financial Services, District Sales..., Recruiting, Organization, Mutual Funds, Marketing, Management, Investment Advisory, Asset Allocation, Alternative Investments, Retirement Planning, Public Speaking, Customer Service, Sales, Team Building, Leadership, Sales Process, Customer Retention, Strategic Planning, Training
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boise State University 1994 — 1997
BS Political Science, Political Science and Government
Utah State University 1990 — 1993
Soda Springs High School 1986 — 1990
Sharad Sogani's Merrill Lynch Experience July 2002 - March 2006
Job at BlackRock
Industry Financial Services
Experience
BlackRock March 2006 - Present
Barclays Global Investors March 2006 - November 2009
Merrill Lynch July 2002 - March 2006
ABN AMRO Sage Corporation 2002 - 2004
Webgain July 2000 - July 2002
Symantec Corporation June 1997 - June 2000
Skills
Portfolio Management, Agile Methodologies, Software Development, Java
Education
The University of Texas at San Antonio 1992 — 1994
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1988 — 1992
Bachelor of Engineering, Computer Science
BlackRock March 2006 - Present
Barclays Global Investors March 2006 - November 2009
Merrill Lynch July 2002 - March 2006
ABN AMRO Sage Corporation 2002 - 2004
Webgain July 2000 - July 2002
Symantec Corporation June 1997 - June 2000
Skills
Portfolio Management, Agile Methodologies, Software Development, Java
Education
The University of Texas at San Antonio 1992 — 1994
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1988 — 1992
Bachelor of Engineering, Computer Science
Chad Kardos's Merrill Lynch Experience 1996 - 1999
Job Project Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 1999 - Present
Merrill Lynch 1996 - 1999
Skills
Agile Project Management, Mutual Funds, Project Management, Information Architecture, Agile Methodologies, Process Improvement, Visio, User Experience, User-centered Design, Usability Testing, IT Strategy, Usability
Education
Bloomsburg University of Pennsylvania 1995 — 1996
Masters Degree, Instructional Design
Kutztown University of Pennsylvania 1990 — 1994
Bachelors Degree, Secondary Education, Social Studies, Psychology
Vanguard January 1999 - Present
Merrill Lynch 1996 - 1999
Skills
Agile Project Management, Mutual Funds, Project Management, Information Architecture, Agile Methodologies, Process Improvement, Visio, User Experience, User-centered Design, Usability Testing, IT Strategy, Usability
Education
Bloomsburg University of Pennsylvania 1995 — 1996
Masters Degree, Instructional Design
Kutztown University of Pennsylvania 1990 — 1994
Bachelors Degree, Secondary Education, Social Studies, Psychology
Kazim Yildiz's Merrill Lynch Experience March 2007 - June 2009
Job Vice President, Global Portfolio Trading Strategy at Bank Of America Merrill Lynch
Industry Investment Banking
Experience
Bank Of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch June 2009 - August 2013
Merrill Lynch March 2007 - June 2009
Bloomberg September 2005 - March 2007
Network Associates / Network General / McAfee June 2000 - September 2005
LeCroy Corporation May 1999 - June 2000
Skills
Equity Derivatives, Equities, Derivatives, Trading Systems, Market Data, Electronic Trading, Options, Bloomberg, Multithreading, Trading, Quantitative Finance, Quantitative Investing, C++, Financial Markets, Low Latency, Market Risk, Windows, C#, Credit Derivatives, Trading System, C, R, KDB+, Q, Transaction Cost..., Algorithmic Trading, Java, Perl, Linux, Visual Studio, Eclipse, SVN, Fortran, StreamBase, ETFs, Program Trading, Index Futures
Education
Boğaziçi University
B.S., Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Quantitative Finance
Yale University
Ph.D., Physics
Bank Of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch June 2009 - August 2013
Merrill Lynch March 2007 - June 2009
Bloomberg September 2005 - March 2007
Network Associates / Network General / McAfee June 2000 - September 2005
LeCroy Corporation May 1999 - June 2000
Skills
Equity Derivatives, Equities, Derivatives, Trading Systems, Market Data, Electronic Trading, Options, Bloomberg, Multithreading, Trading, Quantitative Finance, Quantitative Investing, C++, Financial Markets, Low Latency, Market Risk, Windows, C#, Credit Derivatives, Trading System, C, R, KDB+, Q, Transaction Cost..., Algorithmic Trading, Java, Perl, Linux, Visual Studio, Eclipse, SVN, Fortran, StreamBase, ETFs, Program Trading, Index Futures
Education
Boğaziçi University
B.S., Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Quantitative Finance
Yale University
Ph.D., Physics
Michael Shalhoup's Merrill Lynch Experience June 2010 - Present
Job First Vice President CRPC®, Portfolio Manager Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Estate Planning, Retirement, Financial Services, Insurance, Strategy, Investment Banking, Financial Advisory, Management, Financial Risk, Small Business, Finance, Employee Benefits, Loans, Wealth, Bonds, Series 7
Education
Bond University
West Virginia University
Economics
Merrill Lynch June 2010 - Present
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Estate Planning, Retirement, Financial Services, Insurance, Strategy, Investment Banking, Financial Advisory, Management, Financial Risk, Small Business, Finance, Employee Benefits, Loans, Wealth, Bonds, Series 7
Education
Bond University
West Virginia University
Economics
Jared Grant's Merrill Lynch Experience May 2003 - November 2004
Job Senior Director of Financial Reporting at St. Luke's Health System
Industry Accounting
Experience
St. Luke's Health System March 2015 - Present
Deloitte September 2006 - March 2015
Eide Bailly LLP May 2005 - August 2006
Merrill Lynch May 2003 - November 2004
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Microsoft Office, Microsoft Excel, CPA, Financial Accounting, US GAAP, GAAP, PowerPoint, SEC filings, Finance, General Ledger, Financial Statements, Cost Accounting, Accounts Payable, Cash Flow, Accounts Receivable, Payroll, Analysis, Revenue Recognition, External Audit, Journal Entries, Internal Audit, Big 4, Financial Audits, Variance Analysis, SEC Financial Reporting, Managerial Finance, Tax Accounting, Tax, Corporate Tax, SEC Filings
Education
Boise State University 2005 — 2006
Bachelor of Science, Accounting
Brigham Young University 1999 — 2003
Bachelor of Science, Business / Information Systems
St. Luke's Health System March 2015 - Present
Deloitte September 2006 - March 2015
Eide Bailly LLP May 2005 - August 2006
Merrill Lynch May 2003 - November 2004
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Microsoft Office, Microsoft Excel, CPA, Financial Accounting, US GAAP, GAAP, PowerPoint, SEC filings, Finance, General Ledger, Financial Statements, Cost Accounting, Accounts Payable, Cash Flow, Accounts Receivable, Payroll, Analysis, Revenue Recognition, External Audit, Journal Entries, Internal Audit, Big 4, Financial Audits, Variance Analysis, SEC Financial Reporting, Managerial Finance, Tax Accounting, Tax, Corporate Tax, SEC Filings
Education
Boise State University 2005 — 2006
Bachelor of Science, Accounting
Brigham Young University 1999 — 2003
Bachelor of Science, Business / Information Systems
Leigh Anne Piccolomini's Merrill Lynch Experience August 2005 - Present
Job Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
State Street Bank July 2004 - August 2005
Skills
Series 7, Series 66
Education
Bryant University 2000 — 2004
Bond University
Merrill Lynch August 2005 - Present
State Street Bank July 2004 - August 2005
Skills
Series 7, Series 66
Education
Bryant University 2000 — 2004
Bond University
Kevin Mastropietro's Merrill Lynch Experience August 2005 - August 2009
Job Design and Applied Technology Education
Industry Primary/Secondary Education
Experience
Hunterdon Central Regional High School September 2010 - Present
Merrill Lynch August 2005 - August 2009
Dynamic Strategies, Inc. 2005 - 2005
Education
The College of New Jersey 2009 — 2010
Master of Arts (MA), Technology Teacher Education/Industrial Arts Teacher Education, 3.87
Bloomsburg University of Pennsylvania 2001 — 2005
Hunterdon Central Regional High School September 2010 - Present
Merrill Lynch August 2005 - August 2009
Dynamic Strategies, Inc. 2005 - 2005
Education
The College of New Jersey 2009 — 2010
Master of Arts (MA), Technology Teacher Education/Industrial Arts Teacher Education, 3.87
Bloomsburg University of Pennsylvania 2001 — 2005
Gloria Swingle's Merrill Lynch Experience August 2011 - Present
Job Branch Office Coordinator at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch August 2011 - Present
Resurgent Capital Services May 2007 - October 2010
Education
Bob Jones University 2003 — 2007
Bob Jones University 2000 — 2003
Bachelors, Communications
Merrill Lynch August 2011 - Present
Resurgent Capital Services May 2007 - October 2010
Education
Bob Jones University 2003 — 2007
Bob Jones University 2000 — 2003
Bachelors, Communications
Albert Li, CISSP, PMP's Merrill Lynch Experience 2000 - 2010
Job Consultant
Industry Financial Services
Experience
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
Ben Navarro's Merrill Lynch Experience January 2001 - January 2003
Job HR Associate for HR Transformation at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. April 2014 - Present
Marsh & McLennan Companies October 2012 - April 2014
MMC April 2010 - October 2012
Marsh and McLennan Companies, Inc. July 2007 - April 2010
Marsh February 2006 - July 2007
MMC July 2004 - January 2006
Merrill Lynch January 2001 - January 2003
Bloomberg May 1998 - April 2000
Time Warner Inc. June 1996 - May 1998
Skills
PeopleSoft, Performance Management, Payroll, Business Process..., Human Resources, Employee Benefits, Employee Relations, Process Improvement, Personnel Management, Talent Management, Employee Engagement, Benefits Administration, Business Analysis, Change Management, Vendor Management, Onboarding, Succession Planning
Education
Borough of Manhattan Community College
Marsh & McLennan Companies, Inc. April 2014 - Present
Marsh & McLennan Companies October 2012 - April 2014
MMC April 2010 - October 2012
Marsh and McLennan Companies, Inc. July 2007 - April 2010
Marsh February 2006 - July 2007
MMC July 2004 - January 2006
Merrill Lynch January 2001 - January 2003
Bloomberg May 1998 - April 2000
Time Warner Inc. June 1996 - May 1998
Skills
PeopleSoft, Performance Management, Payroll, Business Process..., Human Resources, Employee Benefits, Employee Relations, Process Improvement, Personnel Management, Talent Management, Employee Engagement, Benefits Administration, Business Analysis, Change Management, Vendor Management, Onboarding, Succession Planning
Education
Borough of Manhattan Community College
Candice Baldwin's Merrill Lynch Experience September 2005 - May 2008
Job Assistant at PwC
Industry Accounting
Experience
PwC October 2008 - June 2012
PricewaterhouseCoopers 2008 - 2010
Merrill Lynch September 2005 - May 2008
Today’s Staffing January 2005 - September 2005
Bank of America April 2001 - April 2004
Bank of America January 1997 - April 2001
Skills
Accounts Payable, Employee Relations, Event Planning, Invoicing, Management, Microsoft Excel, PowerPoint, Project Management, Project Planning, Time Management, Training, Expenses, Budgets
Education
Katharine Gibbs 2004 — 2005
certicate, legal/executive assistant
Bloomfield College 1993 — 1997
PwC October 2008 - June 2012
PricewaterhouseCoopers 2008 - 2010
Merrill Lynch September 2005 - May 2008
Today’s Staffing January 2005 - September 2005
Bank of America April 2001 - April 2004
Bank of America January 1997 - April 2001
Skills
Accounts Payable, Employee Relations, Event Planning, Invoicing, Management, Microsoft Excel, PowerPoint, Project Management, Project Planning, Time Management, Training, Expenses, Budgets
Education
Katharine Gibbs 2004 — 2005
certicate, legal/executive assistant
Bloomfield College 1993 — 1997
Scott Firmstone, PMP's Merrill Lynch Experience January 1999 - January 2000
Job Director, Program Manager Enterprise Project Management at Ascensus
Industry Financial Services
Experience
Ascensus July 1995 - Present
Ascensus January 2000 - July 2013
Merrill Lynch January 1999 - January 2000
BISYS Retirement Services July 1995 - January 1999
BISYS Retirement Services January 1995 - January 1996
ADVANTA CORP January 1994 - July 1995
Skills
12 years focused on..., 16 years of 401k Record..., MS Access, Word, Excel,..., Project Plan / Design /..., Quality Control, Training, Customer / Client..., Process Improvement, Microsoft Excel, Call Centers, Project Planning, Testing, Leadership, Project Management, New Business Development, Business Process, Vendor Management, Business Analysis, Risk Management, Financial Services, 401k, Retirement, Management
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelors of Science, Management/Economics
Honesdale 1985 — 1989
Ascensus July 1995 - Present
Ascensus January 2000 - July 2013
Merrill Lynch January 1999 - January 2000
BISYS Retirement Services July 1995 - January 1999
BISYS Retirement Services January 1995 - January 1996
ADVANTA CORP January 1994 - July 1995
Skills
12 years focused on..., 16 years of 401k Record..., MS Access, Word, Excel,..., Project Plan / Design /..., Quality Control, Training, Customer / Client..., Process Improvement, Microsoft Excel, Call Centers, Project Planning, Testing, Leadership, Project Management, New Business Development, Business Process, Vendor Management, Business Analysis, Risk Management, Financial Services, 401k, Retirement, Management
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelors of Science, Management/Economics
Honesdale 1985 — 1989
Nancy Neumann's Merrill Lynch Experience May 1999 - June 2000
Job Relationship Manager, Insurance Trust at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon February 2009 - Present
Citibank March 2005 - January 2009
Merrill Lynch Trust Company April 2003 - March 2005
Merrill Lynch Trust Company January 2001 - March 2003
Merrill Lynch Trust Company June 2000 - January 2001
Merrill Lynch May 1999 - June 2000
Merrill Lynch August 1997 - May 1999
Education
Bloomsburg University of Pennsylvania 1993 — 1997
Sparta High School 1990 — 1993
Bank of New York Mellon February 2009 - Present
Citibank March 2005 - January 2009
Merrill Lynch Trust Company April 2003 - March 2005
Merrill Lynch Trust Company January 2001 - March 2003
Merrill Lynch Trust Company June 2000 - January 2001
Merrill Lynch May 1999 - June 2000
Merrill Lynch August 1997 - May 1999
Education
Bloomsburg University of Pennsylvania 1993 — 1997
Sparta High School 1990 — 1993
Chad Richey's Merrill Lynch Experience Financial AdvisorMorgan Stanley2001 - 2006
Job Associate Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorMorgan Stanley2001 - 2006
Education
Birmingham-Southern College
Merrill Lynch Financial AdvisorMorgan Stanley2001 - 2006
Education
Birmingham-Southern College
Barbara Cantello's Merrill Lynch Experience January 1987 - January 2006
Job Vice President, Sr Relationship Manager
Industry Financial Services
Experience
Nationwide Financial April 2012 - Present
Transamerica Retirement Services March 2006 - April 2012
Merrill Lynch January 1987 - January 2006
Skills
401k, Retirement, ERISA, Series 63, Retirement Planning, Series 6, Defined Benefit, Financial Services, Mutual Funds, 401k Rollovers, Retirement Plan..., Financial Advisory, Defined Contribution, Investments, Qualified Retirement..., Series 7, Asset Allocation, FINRA, IRAs, Series 65, Pensions, Securities, Investment Advisory, Fixed Annuities, Wealth Management, Relationship Management
Education
Bloomsburg University of Pennsylvania 1981 — 1985
Business Administration and Management, General
Nationwide Financial April 2012 - Present
Transamerica Retirement Services March 2006 - April 2012
Merrill Lynch January 1987 - January 2006
Skills
401k, Retirement, ERISA, Series 63, Retirement Planning, Series 6, Defined Benefit, Financial Services, Mutual Funds, 401k Rollovers, Retirement Plan..., Financial Advisory, Defined Contribution, Investments, Qualified Retirement..., Series 7, Asset Allocation, FINRA, IRAs, Series 65, Pensions, Securities, Investment Advisory, Fixed Annuities, Wealth Management, Relationship Management
Education
Bloomsburg University of Pennsylvania 1981 — 1985
Business Administration and Management, General
Subrata Mukherjee's Merrill Lynch Experience July 2011 - Present
Job Data Validation Analyst at Merrill Lynch
Industry Information Services
Experience
Merrill Lynch July 2011 - Present
Fed - New York July 2010 - June 2011
Accenture April 2009 - March 2010
The Harry Fox Agency May 2005 - October 2008
JPMorgan Chase January 2004 - March 2005
As indicated July 1995 - December 2003
Nicco Corporation Limited 1994 - 1995
Skills
Test Process Development, CMMI Level 5, Test Planning, Test Automation Tools, Test Case Generation, Test Management, Test Coordination, Test Lead, System Testing, Manual Testing, Mobile Technology, Regression Testing, User Acceptance Testing, Disaster Recovery, CDMA, TDMA, Agile Methodologies, Oracle, Quality Center, Integration, Systems Analysis, Requirements Analysis, Databases, SDLC, Software Quality..., Data Warehousing, Business Process, Business Requirements, HP Quality Center, Testing
Education
Florida Institute of Technology 1989 — 1991
MS, Computer Science
XLRI Jamshedpur 1980 — 1983
MBA, Business Management
Birla Institute of Technology and Science 1971 — 1976
BS, Electrical Engineering
Merrill Lynch July 2011 - Present
Fed - New York July 2010 - June 2011
Accenture April 2009 - March 2010
The Harry Fox Agency May 2005 - October 2008
JPMorgan Chase January 2004 - March 2005
As indicated July 1995 - December 2003
Nicco Corporation Limited 1994 - 1995
Skills
Test Process Development, CMMI Level 5, Test Planning, Test Automation Tools, Test Case Generation, Test Management, Test Coordination, Test Lead, System Testing, Manual Testing, Mobile Technology, Regression Testing, User Acceptance Testing, Disaster Recovery, CDMA, TDMA, Agile Methodologies, Oracle, Quality Center, Integration, Systems Analysis, Requirements Analysis, Databases, SDLC, Software Quality..., Data Warehousing, Business Process, Business Requirements, HP Quality Center, Testing
Education
Florida Institute of Technology 1989 — 1991
MS, Computer Science
XLRI Jamshedpur 1980 — 1983
MBA, Business Management
Birla Institute of Technology and Science 1971 — 1976
BS, Electrical Engineering
Boris Litichevsky's Merrill Lynch Experience November 1987 - February 2008
Job Systems Engineer
Industry Information Technology and Services
Experience
Ogilvy & Mather February 2010 - Present
Fox News Channel October 2008 - January 2010
EPIQ Systems - eDiscovery May 2008 - October 2008
Merrill Lynch November 1987 - February 2008
Merrill Lynch January 1987 - January 2008
Merrill Lynch January 1991 - January 2004
Merrill Lynch January 1989 - January 1991
Skills
Solaris, ITIL, Windows Server, Servers, Operating Systems, VMware, Unix, Storage, Data Center, AIX, DNS, Cluster, NetApp, EMC Storage, TSM, Troubleshooting, Disaster Recovery, Storage Area Networks, VMware ESX, Red Hat Linux, Hardware, VMware Infrastructure, Linux, System Administration
Education
Borough of Manhattan Community College
Computer Science
Ogilvy & Mather February 2010 - Present
Fox News Channel October 2008 - January 2010
EPIQ Systems - eDiscovery May 2008 - October 2008
Merrill Lynch November 1987 - February 2008
Merrill Lynch January 1987 - January 2008
Merrill Lynch January 1991 - January 2004
Merrill Lynch January 1989 - January 1991
Skills
Solaris, ITIL, Windows Server, Servers, Operating Systems, VMware, Unix, Storage, Data Center, AIX, DNS, Cluster, NetApp, EMC Storage, TSM, Troubleshooting, Disaster Recovery, Storage Area Networks, VMware ESX, Red Hat Linux, Hardware, VMware Infrastructure, Linux, System Administration
Education
Borough of Manhattan Community College
Computer Science
Leslie Grano de oro's Merrill Lynch Experience December 2005 - June 2007
Job Executive Assistant/ Event Planner
Industry Banking
Experience
Morgan Stanley 2012 - Present
S. A. Events, LLC March 2011 - September 2012
LibertyPointe Bank October 2007 - June 2009
Merrill Lynch December 2005 - June 2007
The Vidal Partnership June 2004 - August 2005
Berenter Greenhouse & Webster March 1999 - September 2000
Skills
Microsoft Office 2007, Salesforce.com, Quickbooks, Event Planning, Social Media, Advertising, Marketing Communications, Microsoft Office, QuickBooks, Human Resources, Leadership, Management, Public Relations
Education
Brooklyn College
BS, Business Management & Finance
Borough of Manhattan Community College
AAS, Business Management & Marketing
Hofstra University
Morgan Stanley 2012 - Present
S. A. Events, LLC March 2011 - September 2012
LibertyPointe Bank October 2007 - June 2009
Merrill Lynch December 2005 - June 2007
The Vidal Partnership June 2004 - August 2005
Berenter Greenhouse & Webster March 1999 - September 2000
Skills
Microsoft Office 2007, Salesforce.com, Quickbooks, Event Planning, Social Media, Advertising, Marketing Communications, Microsoft Office, QuickBooks, Human Resources, Leadership, Management, Public Relations
Education
Brooklyn College
BS, Business Management & Finance
Borough of Manhattan Community College
AAS, Business Management & Marketing
Hofstra University
Jack Roehrig's Merrill Lynch Experience 1977 - 2007
Job Executive Director of RIXML.org
Industry Financial Services
Experience
RIXML.org September 2007 - Present
Merrill Lynch 1977 - 2007
Skills
Capital Markets, Equities, Vendor Management, Financial Services, Series 7, Equity Research, Fixed Income, Financial Research, Hedge Funds
Education
Monmouth University 1978 — 1981
MBA, Finance
Bloomsburg University of Pennsylvania 1973 — 1977
BS, Business
RIXML.org September 2007 - Present
Merrill Lynch 1977 - 2007
Skills
Capital Markets, Equities, Vendor Management, Financial Services, Series 7, Equity Research, Fixed Income, Financial Research, Hedge Funds
Education
Monmouth University 1978 — 1981
MBA, Finance
Bloomsburg University of Pennsylvania 1973 — 1977
BS, Business
Kathy Quaranta's Merrill Lynch Experience July 2007 - November 2008
Job Banking Administration/Process Improvement/Operations Management/
Industry Financial Services
Experience
Bank of America November 2009 - Present
PrO Unlimited May 2009 - August 2009
Performance Plus, Inc. November 2008 - April 2009
Merrill Lynch July 2007 - November 2008
Merrill Lynch January 2001 - July 2007
Summit Bank (Fleet now Bank of America) September 1996 - January 2001
First Union February 1993 - September 1996
First Fidelity Bank January 1990 - February 1993
Skills
Visio, Process Improvement, PowerPoint, Portfolio Management, Word, Excel, Customer Service, Credit, Documentation, Compliance, Banking, Business Analysis, Financial Analysis, Risk Management, Access, Team Building, Microsoft Excel, Software Documentation, Microsoft Office, Data Analysis, Finance, CRM, Project Management, Project Planning
Education
Indiana University of Pennsylvania 1978 — 1979
MA, Student Personnel Services
Bloomsburg University of Pennsylvania 1974 — 1977
BA, Sociology
Bank of America November 2009 - Present
PrO Unlimited May 2009 - August 2009
Performance Plus, Inc. November 2008 - April 2009
Merrill Lynch July 2007 - November 2008
Merrill Lynch January 2001 - July 2007
Summit Bank (Fleet now Bank of America) September 1996 - January 2001
First Union February 1993 - September 1996
First Fidelity Bank January 1990 - February 1993
Skills
Visio, Process Improvement, PowerPoint, Portfolio Management, Word, Excel, Customer Service, Credit, Documentation, Compliance, Banking, Business Analysis, Financial Analysis, Risk Management, Access, Team Building, Microsoft Excel, Software Documentation, Microsoft Office, Data Analysis, Finance, CRM, Project Management, Project Planning
Education
Indiana University of Pennsylvania 1978 — 1979
MA, Student Personnel Services
Bloomsburg University of Pennsylvania 1974 — 1977
BA, Sociology
Kristen Hawthorne's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch November 2010 - Present
Merrill Lynch July 2007 - November 2010
Skills
Restricted Stock, Employee Stock Options, Microsoft Excel, PowerPoint, Microsoft Word, Rule 144, Bloomberg, Wealth Management, Finance, Time Management, Series 7, Back Office, Coaching
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BA, Psychology, Communication Studies
Council Rock HS 2001 — 2003
Merrill Lynch June 2014 - Present
Merrill Lynch November 2010 - Present
Merrill Lynch July 2007 - November 2010
Skills
Restricted Stock, Employee Stock Options, Microsoft Excel, PowerPoint, Microsoft Word, Rule 144, Bloomberg, Wealth Management, Finance, Time Management, Series 7, Back Office, Coaching
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BA, Psychology, Communication Studies
Council Rock HS 2001 — 2003
Raghunatha Reddy Desam's Merrill Lynch Experience October 2007 - July 2008
Job Vice President at BNY Mellon
Industry Computer Software
Experience
BNY Mellon October 2013 - Present
Barclays Capital February 2010 - October 2013
Time Warner Cable March 2009 - January 2010
Cyber Resource Group February 2007 - September 2009
Fannie Mae Corporation August 2008 - February 2009
Merrill Lynch October 2007 - July 2008
JP Morgan Chase February 2007 - October 2007
Lehman Brothers July 2004 - February 2007
Wipro Technologies July 2002 - February 2007
ACCA Networks July 2002 - July 2004
Skills
Program Management, Software Project..., SOA, Requirements Analysis, SDLC, Enterprise Architecture, Agile Methodologies, IT Strategy, PL/SQL, Weblogic, Leadership, Business Analysis, Consulting, Vendor Management, Integration, Solution Architecture, Java Enterprise Edition, Oracle
Education
Birla Institute of Technology and Science, Pilani 2001 — 2003
MS, Software Systems
Koneru Lakshmaiah College of Engineering 1994 — 1998
B.Tech, Mechanical Engineering
Vignan's Co-Operative Junior College 1992 — 1994
10+2, Maths, Physics, Chemistry
BNY Mellon October 2013 - Present
Barclays Capital February 2010 - October 2013
Time Warner Cable March 2009 - January 2010
Cyber Resource Group February 2007 - September 2009
Fannie Mae Corporation August 2008 - February 2009
Merrill Lynch October 2007 - July 2008
JP Morgan Chase February 2007 - October 2007
Lehman Brothers July 2004 - February 2007
Wipro Technologies July 2002 - February 2007
ACCA Networks July 2002 - July 2004
Skills
Program Management, Software Project..., SOA, Requirements Analysis, SDLC, Enterprise Architecture, Agile Methodologies, IT Strategy, PL/SQL, Weblogic, Leadership, Business Analysis, Consulting, Vendor Management, Integration, Solution Architecture, Java Enterprise Edition, Oracle
Education
Birla Institute of Technology and Science, Pilani 2001 — 2003
MS, Software Systems
Koneru Lakshmaiah College of Engineering 1994 — 1998
B.Tech, Mechanical Engineering
Vignan's Co-Operative Junior College 1992 — 1994
10+2, Maths, Physics, Chemistry
Bert Ellis's Merrill Lynch Experience December 2012 - Present
Job Resident Director / Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Morgan Stanley Wealth Management 2008 - December 2012
Greylock Realty September 2002 - September 2008
Town & Country Mortgage August 1994 - September 2003
RE/MAX August 1993 - September 2002
Skills
401k Rollovers, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Equities, Portfolio Management, Asset Managment, Mortgage Lending, ESOP, Liquidity Events, 401k, Ultra High Net Worth, Real Estate Economics, Ownership Transition, Succession Planning, Estate Planning, Asset Management, Deferred Compensation, Concentrated Stock..., Corporate Finance, Treasury Management, Investment Banking, Finance, Financial Planning, Management, Valuation, Strategic Planning, Leadership
Education
University of Idaho 1989 — 1991
BS, Economics and Marketing
Boise State University 1986 — 1989
Economics and Marketing
Merrill Lynch December 2012 - Present
Morgan Stanley Wealth Management 2008 - December 2012
Greylock Realty September 2002 - September 2008
Town & Country Mortgage August 1994 - September 2003
RE/MAX August 1993 - September 2002
Skills
401k Rollovers, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Equities, Portfolio Management, Asset Managment, Mortgage Lending, ESOP, Liquidity Events, 401k, Ultra High Net Worth, Real Estate Economics, Ownership Transition, Succession Planning, Estate Planning, Asset Management, Deferred Compensation, Concentrated Stock..., Corporate Finance, Treasury Management, Investment Banking, Finance, Financial Planning, Management, Valuation, Strategic Planning, Leadership
Education
University of Idaho 1989 — 1991
BS, Economics and Marketing
Boise State University 1986 — 1989
Economics and Marketing
Udayan Srivastava's Merrill Lynch Experience 2006 - 2009
Job Senior Risk and Control Specialist
Industry Financial Services
Experience
HSBC January 2014 - Present
PRMIA - Professional Risk Managers' International Association April 2013 - Present
AIG October 2011 - January 2014
Morgan Stanley October 2009 - October 2011
Merrill Lynch 2006 - 2009
JP Morgan Chase 1997 - 2006
Deloitte & Touche 1994 - 1997
Lewtan Technologies 1900 - 1900
Skills
Risk, Internal Audit, Economic Capital, Enterprise Risk..., Writing Skills, Financial Risk, Market Risk, Operational Risk, Credit Risk, Derivatives, Risk Management, Capital Markets, Financial Services, Internal Controls, Quantitative Finance, Quantitative Analytics, Risk Assessment, Trading, Counterparty Risk, Risk Analysis, Operational Risk..., Auditing, Governance, Basel II, Fixed Income, VAR, Financial Institutions, Treasury Management
Education
Birla Institute of Technology and Science, Pilani
MSc, Physics
D'Amore-McKim School of Business at Northeastern University
MBA, MIS and Finance
The Scindia School
HSBC January 2014 - Present
PRMIA - Professional Risk Managers' International Association April 2013 - Present
AIG October 2011 - January 2014
Morgan Stanley October 2009 - October 2011
Merrill Lynch 2006 - 2009
JP Morgan Chase 1997 - 2006
Deloitte & Touche 1994 - 1997
Lewtan Technologies 1900 - 1900
Skills
Risk, Internal Audit, Economic Capital, Enterprise Risk..., Writing Skills, Financial Risk, Market Risk, Operational Risk, Credit Risk, Derivatives, Risk Management, Capital Markets, Financial Services, Internal Controls, Quantitative Finance, Quantitative Analytics, Risk Assessment, Trading, Counterparty Risk, Risk Analysis, Operational Risk..., Auditing, Governance, Basel II, Fixed Income, VAR, Financial Institutions, Treasury Management
Education
Birla Institute of Technology and Science, Pilani
MSc, Physics
D'Amore-McKim School of Business at Northeastern University
MBA, MIS and Finance
The Scindia School
Ercument Tokat's Merrill Lynch Experience 2005 - 2009
Job Partner at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners 2009 - Present
International Rescue Committee 2014 - Present
Columbia University Mailman School of Public Health 2012 - Present
The Brookings Institution March 2014 - Present
Merrill Lynch 2005 - 2009
Nomura Securities 2001 - 2004
JP Morgan 2000 - 2001
Education
Columbia University - School of International and Public Affairs 1999 — 2000
MIA, Finance and Business
Boğaziçi University 1994 — 1998
BA, Political Science and International Affairs
Centerview Partners 2009 - Present
International Rescue Committee 2014 - Present
Columbia University Mailman School of Public Health 2012 - Present
The Brookings Institution March 2014 - Present
Merrill Lynch 2005 - 2009
Nomura Securities 2001 - 2004
JP Morgan 2000 - 2001
Education
Columbia University - School of International and Public Affairs 1999 — 2000
MIA, Finance and Business
Boğaziçi University 1994 — 1998
BA, Political Science and International Affairs
Brett Behrens's Merrill Lynch Experience 2001 - 2008
Job President at Specialty Car Solutions
Industry Financial Services
Experience
Specialty Car Solutions August 2012 - Present
Loan Resolution Corporation August 2014 - December 2014
FCI Lender Services Inc. December 2010 - July 2014
Wealthbridge Mortgage Corporation December 2008 - October 2010
Global Financial Advisors September 2008 - February 2009
Wilshire Credit Corporation October 2001 - September 2008
Merrill Lynch 2001 - 2008
Calmco Servicing 1996 - 2001
Statewide Funding 1989 - 1994
Paine Webber 1993 - 1993
Skills
Loan Servicing, Mortgage Lending, Loans, Loss Mitigation, Mortgage Servicing, Default, Mortgage Banking, Bankruptcy, Portfolio Management, Process Improvement, Funding, REO, Real Estate, Residential Mortgages, Risk Management, Credit, Loan Origination, FHA, Underwriting, Credit Analysis, Commercial Mortgages, Asset Management, Real Estate Financing, Refinance, Banking, Mortgage Underwriting, Real Estate Economics, Commercial Lending, Securitization, Financial Structuring, Structured Finance, Reverse Mortgages, Credit Risk
Education
State University of New York College at Plattsburgh 1991 — 1995
Bachelor of Science, Business Management
Bond University
State University of New York - System
Specialty Car Solutions August 2012 - Present
Loan Resolution Corporation August 2014 - December 2014
FCI Lender Services Inc. December 2010 - July 2014
Wealthbridge Mortgage Corporation December 2008 - October 2010
Global Financial Advisors September 2008 - February 2009
Wilshire Credit Corporation October 2001 - September 2008
Merrill Lynch 2001 - 2008
Calmco Servicing 1996 - 2001
Statewide Funding 1989 - 1994
Paine Webber 1993 - 1993
Skills
Loan Servicing, Mortgage Lending, Loans, Loss Mitigation, Mortgage Servicing, Default, Mortgage Banking, Bankruptcy, Portfolio Management, Process Improvement, Funding, REO, Real Estate, Residential Mortgages, Risk Management, Credit, Loan Origination, FHA, Underwriting, Credit Analysis, Commercial Mortgages, Asset Management, Real Estate Financing, Refinance, Banking, Mortgage Underwriting, Real Estate Economics, Commercial Lending, Securitization, Financial Structuring, Structured Finance, Reverse Mortgages, Credit Risk
Education
State University of New York College at Plattsburgh 1991 — 1995
Bachelor of Science, Business Management
Bond University
State University of New York - System
Ronald Manbeck's Merrill Lynch Experience 1984 - 1985
Job Quality Assurance Consultant, Management Consultant
Industry Information Technology and Services
Experience
Testware Associates, Inc. November 2007 - Present
GuyBeck Ventures, LLC September 2000 - Present
Kinley & Manbeck May 1996 - November 2007
Coopers & Lybrand (PwC) October 1994 - May 1996
Spectrum Technology Group 1986 - 1992
Merrill Lynch 1984 - 1985
EDS Group May 1981 - October 1984
Skills
Database Administration, Data Warehousing, Data Analysis, Test Automation, System Testing, Project Execution, Web Project Management, LoadRunner, Silk Performer, Test Planning, User Acceptance Testing, Requirements Analysis, Performance Tuning, Performance Testing, SQL Server, SQL Tuning, Real Estate, Forecasting, Demand Forecasting, Project Management, Microsoft SQL Server
Education
County College of Morris 2010 — 2010
Certificate, Building Performance/Energy
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Administration/Computer Technology
Testware Associates, Inc. November 2007 - Present
GuyBeck Ventures, LLC September 2000 - Present
Kinley & Manbeck May 1996 - November 2007
Coopers & Lybrand (PwC) October 1994 - May 1996
Spectrum Technology Group 1986 - 1992
Merrill Lynch 1984 - 1985
EDS Group May 1981 - October 1984
Skills
Database Administration, Data Warehousing, Data Analysis, Test Automation, System Testing, Project Execution, Web Project Management, LoadRunner, Silk Performer, Test Planning, User Acceptance Testing, Requirements Analysis, Performance Tuning, Performance Testing, SQL Server, SQL Tuning, Real Estate, Forecasting, Demand Forecasting, Project Management, Microsoft SQL Server
Education
County College of Morris 2010 — 2010
Certificate, Building Performance/Energy
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Administration/Computer Technology
Christophe Roussel's Merrill Lynch Experience October 1998 - March 2003
Job FVP, Wholesale Banking Business Learning Strategist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank May 2012 - Present
Omega Performance September 2010 - May 2012
Silverton Bank, N.A. October 2006 - September 2009
UBS August 2004 - May 2006
Fidelity Bank May 2003 - August 2004
Merrill Lynch October 1998 - March 2003
Whitney National Bank February 1996 - October 1998
SouthTrust Bank July 1993 - February 1996
Skills
Credit Analysis, Credit, Commercial Lending, Credit Risk, Banking, Sales Growth, Client Development
Education
Birmingham-Southern College 1989 — 1993
SunTrust Bank May 2012 - Present
Omega Performance September 2010 - May 2012
Silverton Bank, N.A. October 2006 - September 2009
UBS August 2004 - May 2006
Fidelity Bank May 2003 - August 2004
Merrill Lynch October 1998 - March 2003
Whitney National Bank February 1996 - October 1998
SouthTrust Bank July 1993 - February 1996
Skills
Credit Analysis, Credit, Commercial Lending, Credit Risk, Banking, Sales Growth, Client Development
Education
Birmingham-Southern College 1989 — 1993
Tim Markell's Merrill Lynch Experience 1997 - 1999
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock June 2005 - Present
JPMorgan Chase 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Derivatives, Mutual Funds, Asset Management, Capital Markets, Securities, Investments, Investment Banking, Asset Allocation, Financial Services, Bonds, ETFs, Financial Modeling, Risk Management
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor's degree, Accounting and Finance
Northern Lehigh
Northern Lehigh
BlackRock June 2005 - Present
JPMorgan Chase 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Derivatives, Mutual Funds, Asset Management, Capital Markets, Securities, Investments, Investment Banking, Asset Allocation, Financial Services, Bonds, ETFs, Financial Modeling, Risk Management
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor's degree, Accounting and Finance
Northern Lehigh
Northern Lehigh
Michael Banas's Merrill Lynch Experience November 1999 - August 2003
Job Financial Planning Analyst at Lightspeed Research
Industry Insurance
Experience
Lightspeed Research May 2013 - Present
Hooper Holmes August 2008 - May 2013
Pershing August 2006 - August 2008
ADP November 2005 - August 2006
ADP August 2003 - November 2005
Merrill Lynch November 1999 - August 2003
Merrill Lynch May 1998 - November 1999
Education
Fairleigh Dickinson University 2000 — 2004
MBA, General
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Finance
Lightspeed Research May 2013 - Present
Hooper Holmes August 2008 - May 2013
Pershing August 2006 - August 2008
ADP November 2005 - August 2006
ADP August 2003 - November 2005
Merrill Lynch November 1999 - August 2003
Merrill Lynch May 1998 - November 1999
Education
Fairleigh Dickinson University 2000 — 2004
MBA, General
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Finance
Sharath Chandra Sreeramoju's Merrill Lynch Experience July 2014 - Present
Job Associate at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch July 2014 - Present
Rutgers University January 2013 - May 2014
Kony Labs June 2011 - December 2012
Skills
Eclipse, JavaScript, XML, Algorithms, Software Development, Java Enterprise Edition, Java, JSP, Mobile Applications, Matlab, HTML, Data Analysis, Core Java
Education
Birla Institute of Technology and Science 2007 — 2011
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2014
Master's Degree, Computer Engineering, 3.7
Merrill Lynch July 2014 - Present
Rutgers University January 2013 - May 2014
Kony Labs June 2011 - December 2012
Skills
Eclipse, JavaScript, XML, Algorithms, Software Development, Java Enterprise Edition, Java, JSP, Mobile Applications, Matlab, HTML, Data Analysis, Core Java
Education
Birla Institute of Technology and Science 2007 — 2011
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2014
Master's Degree, Computer Engineering, 3.7
David Cichan's Merrill Lynch Experience July 2007 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Smith Barney June 1992 - July 2007
Skills
Series 7, Wealth Management, Equities, Series 63, Alternative Investments, Fixed Income, Portfolio Management, Investments, Capital Markets, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Hedge Funds, Asset Managment, Investment Advisory, Series 65, Investment Strategies
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch July 2007 - Present
Smith Barney June 1992 - July 2007
Skills
Series 7, Wealth Management, Equities, Series 63, Alternative Investments, Fixed Income, Portfolio Management, Investments, Capital Markets, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Hedge Funds, Asset Managment, Investment Advisory, Series 65, Investment Strategies
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Bob Goldberger's Merrill Lynch Experience October 1998 - December 2001
Job Vice President & Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. June 2006 - November 2013
CIBC Wood Gundy January 2002 - June 2006
Merrill Lynch October 1998 - December 2001
Midland Walwyn November 1997 - October 1998
BMO Nesbitt Burns February 1992 - November 1997
Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management
Education
McGill University 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Bishop's University 1976 — 1979
BBA, Finance/Accounting
John Abbott College 1973 — 1976
CEGEP, Business Administration and Management, General
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. June 2006 - November 2013
CIBC Wood Gundy January 2002 - June 2006
Merrill Lynch October 1998 - December 2001
Midland Walwyn November 1997 - October 1998
BMO Nesbitt Burns February 1992 - November 1997
Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management
Education
McGill University 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Bishop's University 1976 — 1979
BBA, Finance/Accounting
John Abbott College 1973 — 1976
CEGEP, Business Administration and Management, General
Anne G. Glass's Merrill Lynch Experience 1991 - 1997
Job Feed the Gap, Inc.
Industry Philanthropy
Experience
Feed the Gap, Inc., (feedthegap.org) May 2012 - Present
LECG 2005 - 2007
UBS Global Asset Management 2003 - 2005
Glass Construction 1997 - 2003
Public Employees Retirement System of Idaho 1995 - 1997
Merrill Lynch 1991 - 1997
Skills
Strategic Planning, Mergers, Business Strategy, Start-ups, Financial Analysis, Management, Mergers & Acquisitions, Strategy, Securities, Marketing, Program Management, Fundraising, Nonprofits, Entrepreneurship, Analysis, Leadership
Education
Boise State University
Bachelor of Arts (B.A.), Elementary Education and Teaching
NASD, NYSE, SEC, MSRB Licenses
Series 7; Series 63; Series 66; Multi-State Life and Health Insurance License
Feed the Gap, Inc., (feedthegap.org) May 2012 - Present
LECG 2005 - 2007
UBS Global Asset Management 2003 - 2005
Glass Construction 1997 - 2003
Public Employees Retirement System of Idaho 1995 - 1997
Merrill Lynch 1991 - 1997
Skills
Strategic Planning, Mergers, Business Strategy, Start-ups, Financial Analysis, Management, Mergers & Acquisitions, Strategy, Securities, Marketing, Program Management, Fundraising, Nonprofits, Entrepreneurship, Analysis, Leadership
Education
Boise State University
Bachelor of Arts (B.A.), Elementary Education and Teaching
NASD, NYSE, SEC, MSRB Licenses
Series 7; Series 63; Series 66; Multi-State Life and Health Insurance License
Tom Schramm's Merrill Lynch Experience March 2000 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2000 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Series 63, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, IRAs, Series 65, CRPC, Investments, 529 Plans, Alternative Investments, Fixed Annuities, Strategic Financial..., Financial Advisory
Education
Bloomsburg University of Pennsylvania
Bachelor of Business Administration (B.B.A.), Accounting
Merrill Lynch March 2000 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Series 63, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, IRAs, Series 65, CRPC, Investments, 529 Plans, Alternative Investments, Fixed Annuities, Strategic Financial..., Financial Advisory
Education
Bloomsburg University of Pennsylvania
Bachelor of Business Administration (B.B.A.), Accounting
Mete Karakaya's Merrill Lynch Experience June 2012 - August 2012
Job Associate at Quantitative Hedge Fund
Industry Investment Management
Experience
Quantitative Hedge Fund July 2014 - Present
University of Chicago September 2010 - June 2014
Bogazici University June 2013 - August 2013
Bogazici University June 2013 - August 2013
Central Bank of Turkey June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
DRW Trading Group March 2012 - April 2012
DRW Trading Group November 2011 - November 2011
University of Chicago Booth School of Business 2009 - 2011
Skills
Quantitative Finance, Fixed Income, Derivatives, Foreign Exchange, Quantitative Analytics, Financial Modeling, Economics, Macroeconomics, Emerging Markets, Data Analysis, Econometrics, Statistics, Time Series Analysis, Trading, Research, Mathematical Modeling, C++, VBA, Matlab, Bloomberg
Education
University of Chicago 2008 — 2014
PhD, Economics
University of Chicago 2008 — 2010
MA, Economics
Boğaziçi University 2004 — 2008
BA, Economics, Business
Tarsus American High School 2001 — 2004
Quantitative Hedge Fund July 2014 - Present
University of Chicago September 2010 - June 2014
Bogazici University June 2013 - August 2013
Bogazici University June 2013 - August 2013
Central Bank of Turkey June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
DRW Trading Group March 2012 - April 2012
DRW Trading Group November 2011 - November 2011
University of Chicago Booth School of Business 2009 - 2011
Skills
Quantitative Finance, Fixed Income, Derivatives, Foreign Exchange, Quantitative Analytics, Financial Modeling, Economics, Macroeconomics, Emerging Markets, Data Analysis, Econometrics, Statistics, Time Series Analysis, Trading, Research, Mathematical Modeling, C++, VBA, Matlab, Bloomberg
Education
University of Chicago 2008 — 2014
PhD, Economics
University of Chicago 2008 — 2010
MA, Economics
Boğaziçi University 2004 — 2008
BA, Economics, Business
Tarsus American High School 2001 — 2004
Kathrine Hayes's Merrill Lynch Experience September 1998 - September 1999
Job Senior Project Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade October 2010 - January 2013
Scottrade March 2010 - October 2010
Computer Research, Inc. January 2008 - March 2010
Computer Research, Inc. March 2006 - January 2008
Morgan Keegan 1999 - 2001
Merrill Lynch September 1998 - September 1999
Merrill Lynch 1996 - 1997
Skills
Business Analysis, Software Development, Data Center, SDLC, Requirements Analysis, Process Improvement, Visio, PMO, Risk Management, Vendor Management, SharePoint, PMP, SQL, Software Project..., Project Management, Agile Methodologies, MS Project, ITIL, Analysis, Quality Assurance, Microsoft Project, Project Portfolio..., Requirements Gathering, Software Documentation
Education
Texas A&M University 1994 — 1998
Bachelor of Science (BS), Sociology
Blinn College 1992 — 1994
Scottrade January 2013 - Present
Scottrade October 2010 - January 2013
Scottrade March 2010 - October 2010
Computer Research, Inc. January 2008 - March 2010
Computer Research, Inc. March 2006 - January 2008
Morgan Keegan 1999 - 2001
Merrill Lynch September 1998 - September 1999
Merrill Lynch 1996 - 1997
Skills
Business Analysis, Software Development, Data Center, SDLC, Requirements Analysis, Process Improvement, Visio, PMO, Risk Management, Vendor Management, SharePoint, PMP, SQL, Software Project..., Project Management, Agile Methodologies, MS Project, ITIL, Analysis, Quality Assurance, Microsoft Project, Project Portfolio..., Requirements Gathering, Software Documentation
Education
Texas A&M University 1994 — 1998
Bachelor of Science (BS), Sociology
Blinn College 1992 — 1994
Joshua Waranch's Merrill Lynch Experience June 2008 - August 2008
Job Manager, Exchange Partnerships at Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media April 2015 - Present
Millennial Media September 2012 - Present
Millennial Media May 2014 - April 2015
Millennial Media September 2012 - May 2014
Admit One January 2011 - September 2012
Q2 Sports and Entertainment October 2010 - March 2011
Golf Coach Direct August 2010 - November 2010
Vermont Lake Monsters June 2010 - August 2010
UBS May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Social Media Marketing, Social Media, Market Research, Business Development, Social Networking, E-commerce, Sales, Management, Start-ups, Research, Digital Marketing, Editing, Strategic Planning, Mobile Advertising, Advertising, Analysis, Online Marketing, Business Analytics, Mobile Technology, Sports Management, Copy Editing, Sports, Public Relations, Marketing Strategy, Sports Marketing, Lead Generation, Digital Strategy, Digital Media, Account Management, Marketing Analytics, Email Marketing, Facebook, Online Advertising
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Vermont 2006 — 2010
Bachelor of Arts, Political Science
Bond University 2009 — 2009
Political Science, International Relations, Advertising, Organizational Behavior
Friends School of Baltimore 1995 — 2006
Millennial Media April 2015 - Present
Millennial Media September 2012 - Present
Millennial Media May 2014 - April 2015
Millennial Media September 2012 - May 2014
Admit One January 2011 - September 2012
Q2 Sports and Entertainment October 2010 - March 2011
Golf Coach Direct August 2010 - November 2010
Vermont Lake Monsters June 2010 - August 2010
UBS May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Social Media Marketing, Social Media, Market Research, Business Development, Social Networking, E-commerce, Sales, Management, Start-ups, Research, Digital Marketing, Editing, Strategic Planning, Mobile Advertising, Advertising, Analysis, Online Marketing, Business Analytics, Mobile Technology, Sports Management, Copy Editing, Sports, Public Relations, Marketing Strategy, Sports Marketing, Lead Generation, Digital Strategy, Digital Media, Account Management, Marketing Analytics, Email Marketing, Facebook, Online Advertising
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Vermont 2006 — 2010
Bachelor of Arts, Political Science
Bond University 2009 — 2009
Political Science, International Relations, Advertising, Organizational Behavior
Friends School of Baltimore 1995 — 2006
Jamie Anderson, M.B.A.'s Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Skills
Event Planning, Project..., Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Marketing Communications, Leadership, Marketing, Sales, Management, Fundraising, Public Speaking, Program Management, Advertising
Education
Texas A&M University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Boise State University 2005 — 2009
B.A, Elementary Education
Merrill Lynch January 2014 - Present
Skills
Event Planning, Project..., Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Marketing Communications, Leadership, Marketing, Sales, Management, Fundraising, Public Speaking, Program Management, Advertising
Education
Texas A&M University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Boise State University 2005 — 2009
B.A, Elementary Education
Melissa Wisenbaker's Merrill Lynch Experience May 2005 - August 2005
Job Senior Account Executive at Promo Communications
Industry Public Relations and Communications
Experience
Promo Communications January 2014 - Present
Promo Communications April 2013 - Present
Niche Media May 2012 - April 2013
Aspen Snowmass Sotheby's International Realty July 2012 - December 2012
Gulfco July 2011 - May 2012
Martin Walker PC August 2006 - May 2007
Merrill Lynch May 2005 - August 2005
Skills
Social Media, Marketing, Media Relations, Sales, Creative Writing, Photography, Event Planning, Advertising, Hosting, Organizational..., Fast Paced Environment, Adaptive Leadership, Public Relations, Strategic Communications
Education
University of Colorado Boulder 2007 — 2011
BA, Sociology
Bond University 2010 — 2010
Environmental Studies
Promo Communications January 2014 - Present
Promo Communications April 2013 - Present
Niche Media May 2012 - April 2013
Aspen Snowmass Sotheby's International Realty July 2012 - December 2012
Gulfco July 2011 - May 2012
Martin Walker PC August 2006 - May 2007
Merrill Lynch May 2005 - August 2005
Skills
Social Media, Marketing, Media Relations, Sales, Creative Writing, Photography, Event Planning, Advertising, Hosting, Organizational..., Fast Paced Environment, Adaptive Leadership, Public Relations, Strategic Communications
Education
University of Colorado Boulder 2007 — 2011
BA, Sociology
Bond University 2010 — 2010
Environmental Studies
Tracy Wolcott's Merrill Lynch Experience February 2011 - July 2011
Job Senior Consultant at Citi
Industry Information Technology and Services
Experience
Citi 2012 - Present
SEI July 2011 - July 2012
Merrill Lynch February 2011 - July 2011
Wilmington Trust August 2010 - February 2011
Wells Fargo July 2009 - August 2010
Independent Consultant December 2008 - August 2009
UBS Wealth Management July 2007 - November 2008
Wachovia, A Wells Fargo Company March 2000 - June 2007
Commerce Bank October 2001 - March 2002
BankOne April 1999 - October 2001
Skills
Vendor Management, Strategic Planning, PMO, CRM, Requirements Analysis, Business Analysis, Wealth Management, Cross-functional Team..., Integration, Securities, IT Strategy, Strategy, Project Management, MS Project, Disaster Recovery, Analysis, Software Development
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Computer Science
Citi 2012 - Present
SEI July 2011 - July 2012
Merrill Lynch February 2011 - July 2011
Wilmington Trust August 2010 - February 2011
Wells Fargo July 2009 - August 2010
Independent Consultant December 2008 - August 2009
UBS Wealth Management July 2007 - November 2008
Wachovia, A Wells Fargo Company March 2000 - June 2007
Commerce Bank October 2001 - March 2002
BankOne April 1999 - October 2001
Skills
Vendor Management, Strategic Planning, PMO, CRM, Requirements Analysis, Business Analysis, Wealth Management, Cross-functional Team..., Integration, Securities, IT Strategy, Strategy, Project Management, MS Project, Disaster Recovery, Analysis, Software Development
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Computer Science
Michelle Claffey, CEBS's Merrill Lynch Experience 1994 - 1998
Job Business Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 1999 - Present
Merrill Lynch 1994 - 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
BS, Accounting
Lincoln Financial Group 1999 - Present
Merrill Lynch 1994 - 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
BS, Accounting
Kathy Lutka's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Retirement Planning, Retirement Income..., Series 66, Series 7, Saving for Education, Wealth Management, Asset Allocation, Investment Advisory, Wealth Preservation..., Financial Planning
Education
Boise State University 1970 — 1972
Fine/Studio Arts, General
Merrill Lynch
Skills
Retirement Planning, Retirement Income..., Series 66, Series 7, Saving for Education, Wealth Management, Asset Allocation, Investment Advisory, Wealth Preservation..., Financial Planning
Education
Boise State University 1970 — 1972
Fine/Studio Arts, General
Waldo Keys's Merrill Lynch Experience January 2000 - June 2001
Job Correspondent Underwriting at Chase
Industry Banking
Experience
Chase June 2012 - Present
Wells Fargo Home Mortgage May 2008 - June 2012
Countrywide 2007 - 2008
Wachovia 2002 - 2007
Merrill Lynch January 2000 - June 2001
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Credit Analysis, FHA, Banking, Refinance, VA loans, Consumer Lending, USDA, Team Building, Credit Risk, Mortgage Underwriting, Residential Mortgages, Loss Mitigation, Underwriting
Education
Columbia College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Boise State University
Chase June 2012 - Present
Wells Fargo Home Mortgage May 2008 - June 2012
Countrywide 2007 - 2008
Wachovia 2002 - 2007
Merrill Lynch January 2000 - June 2001
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Credit Analysis, FHA, Banking, Refinance, VA loans, Consumer Lending, USDA, Team Building, Credit Risk, Mortgage Underwriting, Residential Mortgages, Loss Mitigation, Underwriting
Education
Columbia College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Boise State University
Michelle Selter's Merrill Lynch Experience December 2012 - Present
Job Pharmacy Tech/ Medical Transcription at Meditec
Industry Medical Practice
Experience
Meditec January 2013 - Present
Merrill Lynch December 2012 - Present
Anthony Care LLC August 2011 - September 2012
Skills
Healthcare, Physical Therapy, Pharmacy Technicians, Medical Transcription, Medical Education, Cpr Certified, Medicine, Home Care, Treatment, Medical Terminology, Hospitals, Clinical Research, Vital Signs, Healthcare Management, Acute Care, Pediatrics, Wound Care, Banking, Teller Operations
Education
Meditech 2012 — 2013
Pharmacy, Medical Transcription
Pierce College at Puyallup 2011 — 2012
physical therapy assistant, Physical Therapy/Therapist
Blinn College
Physical Therapy Technician/Assistant
Meditec January 2013 - Present
Merrill Lynch December 2012 - Present
Anthony Care LLC August 2011 - September 2012
Skills
Healthcare, Physical Therapy, Pharmacy Technicians, Medical Transcription, Medical Education, Cpr Certified, Medicine, Home Care, Treatment, Medical Terminology, Hospitals, Clinical Research, Vital Signs, Healthcare Management, Acute Care, Pediatrics, Wound Care, Banking, Teller Operations
Education
Meditech 2012 — 2013
Pharmacy, Medical Transcription
Pierce College at Puyallup 2011 — 2012
physical therapy assistant, Physical Therapy/Therapist
Blinn College
Physical Therapy Technician/Assistant
Colin Gillam's Merrill Lynch Experience March 2011 - October 2012
Job Director of Junior Tennis at Peak Health and Wellness
Industry Health, Wellness and Fitness
Experience
Cordillera Ranch September 2015 - Present
PEAK Health and Wellness Center January 2013 - September 2015
Merrill Lynch March 2011 - October 2012
The Alaska Club March 2009 - March 2011
Skills
Leadership, Sales, Team Leadership, Business Ethics, Management, Advertising, Tennis, Tournament Management, Sports Marketing, Sports Management, Fitness Training, Sports Nutrition, Fundraising, Social Media Marketing, Coaching
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), Sports Management
Portland State University 2002 — 2005
Bachelor of Science (BS), Marketing
Boise State University 2000 — 2002
Cordillera Ranch September 2015 - Present
PEAK Health and Wellness Center January 2013 - September 2015
Merrill Lynch March 2011 - October 2012
The Alaska Club March 2009 - March 2011
Skills
Leadership, Sales, Team Leadership, Business Ethics, Management, Advertising, Tennis, Tournament Management, Sports Marketing, Sports Management, Fitness Training, Sports Nutrition, Fundraising, Social Media Marketing, Coaching
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), Sports Management
Portland State University 2002 — 2005
Bachelor of Science (BS), Marketing
Boise State University 2000 — 2002
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank