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
Jeffrey Harding Jeffrey Harding's Merrill Lynch Experience April 1996 - April 2012
Job Finance professional with experience in underwriting, client management, and institutional fixed income
Industry Financial Services
Experience
Wells Fargo Securities April 2012 - Present
Merrill Lynch April 1996 - April 2012
Bank of America April 1995 - April 1996
Bank of America July 1993 - April 1995
Skills
Fixed Income, Finance, Capital Markets, Relationship Management, Investments, Portfolio Management, Asset Management, Loans, Hedge Funds, Series 7, Series 63, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), 3.5 GPA
University of Alabama 1987 — 1991
BS, Accounting
Wells Fargo Securities April 2012 - Present
Merrill Lynch April 1996 - April 2012
Bank of America April 1995 - April 1996
Bank of America July 1993 - April 1995
Skills
Fixed Income, Finance, Capital Markets, Relationship Management, Investments, Portfolio Management, Asset Management, Loans, Hedge Funds, Series 7, Series 63, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), 3.5 GPA
University of Alabama 1987 — 1991
BS, Accounting
Leroy Tanker, CPA/PFS, CFP Leroy Tanker, CPA/PFS, CFP's Merrill Lynch Experience May 1994 - November 2000
Job Senior Advisor at Expense Reduction Advisors, LLC
Industry Financial Services
Experience
Expense Reduction Advisors, LLC September 2012 - Present
Legacy Wealth Advisors, LLC February 2012 - December 2014
Freedom Financial Services, Inc, An Independent Firm November 2005 - December 2014
Raymond James Financial Services, Inc. November 2005 - February 2012
UBS Wealth Management November 2000 - November 2005
Merrill Lynch May 1994 - November 2000
HJ Russell & Company 1990 - 1994
Price Waterhouse 1976 - 1978
Education
University of Alabama 1973 — 1976
BS, Accounting
Expense Reduction Advisors, LLC September 2012 - Present
Legacy Wealth Advisors, LLC February 2012 - December 2014
Freedom Financial Services, Inc, An Independent Firm November 2005 - December 2014
Raymond James Financial Services, Inc. November 2005 - February 2012
UBS Wealth Management November 2000 - November 2005
Merrill Lynch May 1994 - November 2000
HJ Russell & Company 1990 - 1994
Price Waterhouse 1976 - 1978
Education
University of Alabama 1973 — 1976
BS, Accounting
Matthew Seskin's Merrill Lynch Experience July 2013 - September 2015
Job Real Estate Private Equity at CIII Capital Partners
Industry Real Estate
Experience
C-III Capital Partners September 2015 - Present
Merrill Lynch July 2013 - September 2015
Merrill Lynch May 2012 - August 2012
The Gersh Academy June 2011 - August 2011
Rebecca School May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Photoshop, Stata, Economics, Social Media, Data Analysis, Financial Analysis, Wealth Management, Editing
Education
Haverford College 2009 — 2012
Bachelor of Arts (B.A.), Economics
University College Dublin 2011 — 2011
Economics, General Studies
Summit High School 2005 — 2009
C-III Capital Partners September 2015 - Present
Merrill Lynch July 2013 - September 2015
Merrill Lynch May 2012 - August 2012
The Gersh Academy June 2011 - August 2011
Rebecca School May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Photoshop, Stata, Economics, Social Media, Data Analysis, Financial Analysis, Wealth Management, Editing
Education
Haverford College 2009 — 2012
Bachelor of Arts (B.A.), Economics
University College Dublin 2011 — 2011
Economics, General Studies
Summit High School 2005 — 2009
R.J. Williams R.J. Williams's Merrill Lynch Experience June 2010 - June 2011
Job Liquidity Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation April 2012 - Present
Merrill Lynch June 2010 - June 2011
CUNA Mutual Group March 2005 - May 2010
Enterprise Leasing Co May 2004 - March 2005
Enterprise Leasing Co. August 2003 - May 2004
Skills
Strategic Financial..., Insurance, Investments, Financial Analysis, Strategic Planning, Process Improvement, Microsoft Excel, Budgets, Sales, Microsoft Office, Customer Service, Account Management, Project Management, Team Building, Marketing, Due Diligence, Financial Modeling, Accounting, Risk Management, Banking, Finance, Financial Services
Education
University of Alabama at Birmingham 2009 — 2011
Masters, Business Administration
University of Alabama at Birmingham 1996 — 2001
Bachelor of Arts, Economics
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation April 2012 - Present
Merrill Lynch June 2010 - June 2011
CUNA Mutual Group March 2005 - May 2010
Enterprise Leasing Co May 2004 - March 2005
Enterprise Leasing Co. August 2003 - May 2004
Skills
Strategic Financial..., Insurance, Investments, Financial Analysis, Strategic Planning, Process Improvement, Microsoft Excel, Budgets, Sales, Microsoft Office, Customer Service, Account Management, Project Management, Team Building, Marketing, Due Diligence, Financial Modeling, Accounting, Risk Management, Banking, Finance, Financial Services
Education
University of Alabama at Birmingham 2009 — 2011
Masters, Business Administration
University of Alabama at Birmingham 1996 — 2001
Bachelor of Arts, Economics
Lin Edwards's Merrill Lynch Experience September 2004 - Present
Job SVP Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2004 - Present
Womens Symphony League 2009 - 2011
Fidelity Investments June 2000 - September 2004
Shearson Lehman Brothers 1987 - 1994
Outlook Financial September 1983 - September 1987
United States Air Force September 1981 - September 1985
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Investment Strategies, 401k, Portfolio Management, Finance, Financial Services, Wealth, Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 7, Strategic Financial..., Financial Analysis, Strategy, Risk Management, Financial Risk, 401k Rollovers, Wealth Accumulation, Uniform Combined State..., Equities, Life Insurance, Fixed Annuities, Securities, Asset Management, IRAs, Financial Planners, FINRA, Loans, Wealth Management..., Financial Planning
Education
University of Alaska Anchorage 1982 — 1985
Merrill Lynch September 2004 - Present
Womens Symphony League 2009 - 2011
Fidelity Investments June 2000 - September 2004
Shearson Lehman Brothers 1987 - 1994
Outlook Financial September 1983 - September 1987
United States Air Force September 1981 - September 1985
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Investment Strategies, 401k, Portfolio Management, Finance, Financial Services, Wealth, Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 7, Strategic Financial..., Financial Analysis, Strategy, Risk Management, Financial Risk, 401k Rollovers, Wealth Accumulation, Uniform Combined State..., Equities, Life Insurance, Fixed Annuities, Securities, Asset Management, IRAs, Financial Planners, FINRA, Loans, Wealth Management..., Financial Planning
Education
University of Alaska Anchorage 1982 — 1985
Dustin Terry Dustin Terry's Merrill Lynch Experience November 2011 - April 2013
Job Financial Advisor, Managing Partner at Clear Harbor Wealth Management
Industry Investment Management
Experience
Clear Harbor Wealth Management May 2013 - Present
Merrill Lynch November 2011 - April 2013
Edward Jones January 2008 - November 2011
Skills
Strategic Financial..., Series 7, Investments, Retirement Planning, Uniform Combined State..., Estate Planning
Education
University of Alabama
Clear Harbor Wealth Management May 2013 - Present
Merrill Lynch November 2011 - April 2013
Edward Jones January 2008 - November 2011
Skills
Strategic Financial..., Series 7, Investments, Retirement Planning, Uniform Combined State..., Estate Planning
Education
University of Alabama
Andy Israel Andy Israel's Merrill Lynch Experience 2003 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2003 - Present
Merrill Lynch January 2011 - December 2014
Clayton Homes 2001 - August 2003
Southern Energy Homes 1995 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Certified Financial..., 401k, Retirement, Mutual Funds, Strategic Financial..., High Net Worth..., Long-term Care, Portfolio Management, Insurance, Pensions, Relationship Management, Mortgage Lending, Investment Strategies, Investments, Asset Allocation
Education
University of Alabama 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Haleyville High School 1987 — 1992
High School Diploma
Merrill Lynch 2003 - Present
Merrill Lynch January 2011 - December 2014
Clayton Homes 2001 - August 2003
Southern Energy Homes 1995 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Certified Financial..., 401k, Retirement, Mutual Funds, Strategic Financial..., High Net Worth..., Long-term Care, Portfolio Management, Insurance, Pensions, Relationship Management, Mortgage Lending, Investment Strategies, Investments, Asset Allocation
Education
University of Alabama 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Haleyville High School 1987 — 1992
High School Diploma
Chris Patty Chris Patty's Merrill Lynch Experience December 2000 - October 2002
Job Commercial Group Manager at IBERIABANK
Industry Banking
Experience
IBERIABANK November 2011 - Present
BB&T June 2010 - November 2011
SouthPoint Bank June 2007 - June 2010
First American Bank March 2005 - June 2007
AmSouth Bank October 2002 - March 2005
Merrill Lynch December 2000 - October 2002
National Bank of Commerce November 1997 - December 2000
SouthTrust Bank July 1993 - November 1997
Skills
Commercial Banking, Banking, Financial Analysis, Management, Credit Analysis, Credit, Credit Risk, Sales, Sales Management, Asset Based Lending, Accounting, Commercial Lending, Finance, Loans, Mergers, Mortgage Lending, Small Business Lending
Education
University of Alabama at Birmingham 1995 — 1997
Master of Business Administration (MBA)
University of Alabama 1989 — 1993
Bachelor of Science (B.S.), Accounting
IBERIABANK November 2011 - Present
BB&T June 2010 - November 2011
SouthPoint Bank June 2007 - June 2010
First American Bank March 2005 - June 2007
AmSouth Bank October 2002 - March 2005
Merrill Lynch December 2000 - October 2002
National Bank of Commerce November 1997 - December 2000
SouthTrust Bank July 1993 - November 1997
Skills
Commercial Banking, Banking, Financial Analysis, Management, Credit Analysis, Credit, Credit Risk, Sales, Sales Management, Asset Based Lending, Accounting, Commercial Lending, Finance, Loans, Mergers, Mortgage Lending, Small Business Lending
Education
University of Alabama at Birmingham 1995 — 1997
Master of Business Administration (MBA)
University of Alabama 1989 — 1993
Bachelor of Science (B.S.), Accounting
Chad Dolan's Merrill Lynch Experience April 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
AIG June 2014 - April 2015
University of Alabama August 2010 - July 2014
Theta Chi Fraternity November 2012 - November 2013
Skills
Public Speaking, Event Planning, Marketing, Public Relations, Leadership, Time Management, Teamwork, Term Life Insurance, Customer Service, Insurance, Management, Whole Life, Universal Life, Fixed Annuities, Disability Insurance, Sales, Mutual Funds, Variable Annuities, Variable Life
Education
University of Alabama 2010 — 2014
B.S. in Commerce and Business Administration, Marketing
Merrill Lynch April 2015 - Present
AIG June 2014 - April 2015
University of Alabama August 2010 - July 2014
Theta Chi Fraternity November 2012 - November 2013
Skills
Public Speaking, Event Planning, Marketing, Public Relations, Leadership, Time Management, Teamwork, Term Life Insurance, Customer Service, Insurance, Management, Whole Life, Universal Life, Fixed Annuities, Disability Insurance, Sales, Mutual Funds, Variable Annuities, Variable Life
Education
University of Alabama 2010 — 2014
B.S. in Commerce and Business Administration, Marketing
Christopher Vines Christopher Vines's Merrill Lynch Experience July 2008 - March 2009
Job Financial Planner at Keystone Financial Services
Industry Financial Services
Experience
Keystone Financial Services August 2011 - Present
MetLife April 2010 - July 2011
Merrill Lynch July 2008 - March 2009
Lincoln Financial Advisors September 2007 - July 2008
Sterne Agee April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Securities, Retirement Planning, Series 7, 401k, Retirement, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory
Education
University of Alabama 2000 — 2004
Finance, Finance and Economics
Keystone Financial Services August 2011 - Present
MetLife April 2010 - July 2011
Merrill Lynch July 2008 - March 2009
Lincoln Financial Advisors September 2007 - July 2008
Sterne Agee April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Securities, Retirement Planning, Series 7, 401k, Retirement, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory
Education
University of Alabama 2000 — 2004
Finance, Finance and Economics
Merritt Black Merritt Black's Merrill Lynch Experience 2011 - 2012
Job President at TETRAD Asset Management
Industry Financial Services
Experience
TETRAD Asset Management 2012 - Present
Merrill Lynch 2011 - 2012
Northwestern Mutual 2009 - 2011
Puresight Capital Management 2008 - 2009
Wachovia, Charlotte NC 2007 - 2007
Skills
Alternative Investments, Capital Markets, Financial Services, Mutual Funds, High Yield, Foreign Exchange, Funding, Portfolio Management, Fixed Income Analysis, Financial Analysis, Retirement Planning, Financial Modeling, Finance, Trading, Securities, Bloomberg, Asset Allocation, Investments, Wealth Management, Series 7, Strategic Financial...
Education
University of Alabama at Birmingham 2005 — 2009
B.S., Finance
TETRAD Asset Management 2012 - Present
Merrill Lynch 2011 - 2012
Northwestern Mutual 2009 - 2011
Puresight Capital Management 2008 - 2009
Wachovia, Charlotte NC 2007 - 2007
Skills
Alternative Investments, Capital Markets, Financial Services, Mutual Funds, High Yield, Foreign Exchange, Funding, Portfolio Management, Fixed Income Analysis, Financial Analysis, Retirement Planning, Financial Modeling, Finance, Trading, Securities, Bloomberg, Asset Allocation, Investments, Wealth Management, Series 7, Strategic Financial...
Education
University of Alabama at Birmingham 2005 — 2009
B.S., Finance
Hunter Harrelson Hunter Harrelson's Merrill Lynch Experience June 2012 - March 2014
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation April 2014 - Present
Merrill Lynch June 2012 - March 2014
New York Life Insurance Company October 2011 - May 2012
Rayco Industrial, Inc. May 2001 - February 2011
Skills
Project Management, Construction, Construction Management, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Financial Analysis, Customer Service, Problem Solving, PowerPoint, Leadership, Management, Risk Management, Marketing Strategy, Public Speaking, Business Strategy, Customer Satisfaction, Event Planning, Outlook, Accounting, Time Management, Business Development, Business Planning, QuickBooks, Project Estimation, Insurance, New Business Development, Process Improvement, Access, Banking, MS Project, Analysis, Forecasting, Program Management, Investments, Proposal Writing, Managerial Finance, Marketing, Finance, Financial Planning, Portfolio Management, Financial Services, Retirement Planning
Education
University of Alabama 2004 — 2008
Business, Managment
Regions Financial Corporation April 2014 - Present
Merrill Lynch June 2012 - March 2014
New York Life Insurance Company October 2011 - May 2012
Rayco Industrial, Inc. May 2001 - February 2011
Skills
Project Management, Construction, Construction Management, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Financial Analysis, Customer Service, Problem Solving, PowerPoint, Leadership, Management, Risk Management, Marketing Strategy, Public Speaking, Business Strategy, Customer Satisfaction, Event Planning, Outlook, Accounting, Time Management, Business Development, Business Planning, QuickBooks, Project Estimation, Insurance, New Business Development, Process Improvement, Access, Banking, MS Project, Analysis, Forecasting, Program Management, Investments, Proposal Writing, Managerial Finance, Marketing, Finance, Financial Planning, Portfolio Management, Financial Services, Retirement Planning
Education
University of Alabama 2004 — 2008
Business, Managment
Jake Embry, CFP® Jake Embry, CFP®'s Merrill Lynch Experience July 2000 - Present
Job First Vice President, Senior Portfolio Manager in the Personal Investment Advisory Program at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2000 - Present
Skills
Series 7, Wealth Management, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Strategic Financial...
Education
University of Alabama 1996 — 2000
Bachelor of Science (BS), Finance - Investment Management
Merrill Lynch July 2000 - Present
Skills
Series 7, Wealth Management, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Strategic Financial...
Education
University of Alabama 1996 — 2000
Bachelor of Science (BS), Finance - Investment Management
Neal Hooper Neal Hooper's Merrill Lynch Experience August 2006 - May 2007
Job Financial Analyst at Commercial Metals Company
Industry Mining & Metals
Experience
Commercial Metals Company January 2015 - Present
Mercedes-Benz US-International February 2012 - January 2015
Sterne Agee May 2011 - August 2011
The University of Alabama August 2009 - July 2010
Wells Fargo January 2009 - August 2009
United States Senate June 2007 - August 2007
Merrill Lynch August 2006 - May 2007
Skills
Data Analysis, Finance, Microsoft Office, Strategic Planning, Market Research, Business Strategy, Marketing, PowerPoint, Management, Financial Modeling
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2012
MBA, Finance/Strategy
University of Alabama 2009 — 2010
Masters of Science, Marketing
University of Alabama 2004 — 2008
Bachelor of Science, Corporate Finance and Investment Management
Commercial Metals Company January 2015 - Present
Mercedes-Benz US-International February 2012 - January 2015
Sterne Agee May 2011 - August 2011
The University of Alabama August 2009 - July 2010
Wells Fargo January 2009 - August 2009
United States Senate June 2007 - August 2007
Merrill Lynch August 2006 - May 2007
Skills
Data Analysis, Finance, Microsoft Office, Strategic Planning, Market Research, Business Strategy, Marketing, PowerPoint, Management, Financial Modeling
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2012
MBA, Finance/Strategy
University of Alabama 2009 — 2010
Masters of Science, Marketing
University of Alabama 2004 — 2008
Bachelor of Science, Corporate Finance and Investment Management
John J. Anderson's Merrill Lynch Experience January 2009 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Smith Barney January 2002 - January 2009
Skills
Certified Financial..., Investments, Retirement Planning, Qualified Retirement..., Investment Strategies, Investment Advisory, Asset Allocation, Mortgage Lending, Asset Based Lending, Strategic Financial..., Series 7, Series 63, Wealth Management, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds, Securities
Education
University of Alabama 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Charlotte Latin School 1971 — 1983
Merrill Lynch January 2009 - Present
Smith Barney January 2002 - January 2009
Skills
Certified Financial..., Investments, Retirement Planning, Qualified Retirement..., Investment Strategies, Investment Advisory, Asset Allocation, Mortgage Lending, Asset Based Lending, Strategic Financial..., Series 7, Series 63, Wealth Management, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds, Securities
Education
University of Alabama 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Charlotte Latin School 1971 — 1983
kathie hawk's Merrill Lynch Experience October 1979 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1979 - Present
Merrill Lynch 1979 - Present
Skills
Strategic Planning, Process Improvement, Portfolio Management, Equities, Financial Analysis, Strategic Financial..., Financial Modeling, Microsoft Office, Investments, Fixed Income, Project Management, Customer Service, Insurance, Series 7, Program Management, Estate Planning, Finance, Wealth Management, Securities, Asset Allocation, High Net Worth..., Financial Planners, Mutual Funds, Personal Finance, Personal Financial...
Education
SUNY at Buffalo 1973 — 1977
Bachelor of Science (B.S.), Finance, General
Merrill Lynch October 1979 - Present
Merrill Lynch 1979 - Present
Skills
Strategic Planning, Process Improvement, Portfolio Management, Equities, Financial Analysis, Strategic Financial..., Financial Modeling, Microsoft Office, Investments, Fixed Income, Project Management, Customer Service, Insurance, Series 7, Program Management, Estate Planning, Finance, Wealth Management, Securities, Asset Allocation, High Net Worth..., Financial Planners, Mutual Funds, Personal Finance, Personal Financial...
Education
SUNY at Buffalo 1973 — 1977
Bachelor of Science (B.S.), Finance, General
Josh Staggs's Merrill Lynch Experience January 2007 - June 2007
Job Realtor at Scenic Sotheby's International Realty
Industry Real Estate
Experience
Sotheby's International Realty February 2015 - Present
Sail Real Estate January 2013 - Present
ResortQuest Real Estate April 2010 - January 2013
Miyathwe Consulting September 2011 - May 2012
Wachovia, A Wells Fargo Company June 2009 - May 2010
Rush Health Systems September 2008 - June 2009
AT&T Mobility October 2007 - August 2008
Dell August 2005 - August 2007
Merrill Lynch January 2007 - June 2007
Skills
Real Estate Investment, Online Marketing, Real Estate Development, Real Estate, Selling, Customer Service, Marketing, Investments, Watercolor, Microsoft Office, Sales, Contract Negotiation, Residential Homes, Property Management, Negotiation, Budgets, Financial Analysis, Microsoft Excel, Online Advertising, Investment Properties, Vacation Homes, Marketing Strategy, Sales Management, Short Sales, Buyers, Condos, Sellers, Leases, New Homes, REO, Buyer Representation, Property, Investors, Foreclosures, Real Property, Luxury, Relocation, Real Estate Transactions, Listings, First Time Home Buyers, Waterfront, Single Family Homes, Seniors, Referrals
Education
University of Alabama 2005 — 2007
B.S., Finance & Real Estate
Northwest-Shoals Community College 2003 — 2005
Associate, General Business
Sotheby's International Realty February 2015 - Present
Sail Real Estate January 2013 - Present
ResortQuest Real Estate April 2010 - January 2013
Miyathwe Consulting September 2011 - May 2012
Wachovia, A Wells Fargo Company June 2009 - May 2010
Rush Health Systems September 2008 - June 2009
AT&T Mobility October 2007 - August 2008
Dell August 2005 - August 2007
Merrill Lynch January 2007 - June 2007
Skills
Real Estate Investment, Online Marketing, Real Estate Development, Real Estate, Selling, Customer Service, Marketing, Investments, Watercolor, Microsoft Office, Sales, Contract Negotiation, Residential Homes, Property Management, Negotiation, Budgets, Financial Analysis, Microsoft Excel, Online Advertising, Investment Properties, Vacation Homes, Marketing Strategy, Sales Management, Short Sales, Buyers, Condos, Sellers, Leases, New Homes, REO, Buyer Representation, Property, Investors, Foreclosures, Real Property, Luxury, Relocation, Real Estate Transactions, Listings, First Time Home Buyers, Waterfront, Single Family Homes, Seniors, Referrals
Education
University of Alabama 2005 — 2007
B.S., Finance & Real Estate
Northwest-Shoals Community College 2003 — 2005
Associate, General Business
Blake Lewis's Merrill Lynch Experience August 2015 - Present
Job Associate at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Sterne Agee October 2014 - Present
Sterne Agee January 2013 - October 2014
Alabama Department of Banking August 2013 - December 2013
University of Alabama Community Service Center August 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Event Planning, Public Speaking, Photoshop, Access, Data Analysis, Financial Analysis, Risk Management, Financial Modeling, Strategic Planning, Teamwork, Customer Service, Banking, Sales, Bloomberg, Finance, Outlook, Investments, Equities, Strategic Financial..., Portfolio Management, Credit Analysis, Commercial Banking, Financial Risk, Editing
Education
University of Alabama 2008 — 2012
Bachelor of Science in Commerce and Business Administration, Finance
Merrill Lynch August 2015 - Present
Sterne Agee October 2014 - Present
Sterne Agee January 2013 - October 2014
Alabama Department of Banking August 2013 - December 2013
University of Alabama Community Service Center August 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Event Planning, Public Speaking, Photoshop, Access, Data Analysis, Financial Analysis, Risk Management, Financial Modeling, Strategic Planning, Teamwork, Customer Service, Banking, Sales, Bloomberg, Finance, Outlook, Investments, Equities, Strategic Financial..., Portfolio Management, Credit Analysis, Commercial Banking, Financial Risk, Editing
Education
University of Alabama 2008 — 2012
Bachelor of Science in Commerce and Business Administration, Finance
Adam O'Shields Adam O'Shields's Merrill Lynch Experience March 2012 - December 2012
Job Financial Advisor at Team Wealth Solutions
Industry Financial Services
Experience
Team Wealth Solutions July 2014 - Present
UBS Wealth Management February 2013 - June 2014
Merrill Lynch March 2012 - December 2012
Pratt & Whitney May 2008 - March 2012
Skills
Process Improvement, Analysis, Six Sigma, Systems Engineering, Cross-functional Team..., Continuous Improvement, Financial Analysis, Earned Value Management, Root Cause Analysis, Program Management, Risk Management, Microsoft Excel
Education
University of Alabama in Huntsville 2008 — 2011
Bachelor of Science, Business Administration/Management
Guntersville High
Team Wealth Solutions July 2014 - Present
UBS Wealth Management February 2013 - June 2014
Merrill Lynch March 2012 - December 2012
Pratt & Whitney May 2008 - March 2012
Skills
Process Improvement, Analysis, Six Sigma, Systems Engineering, Cross-functional Team..., Continuous Improvement, Financial Analysis, Earned Value Management, Root Cause Analysis, Program Management, Risk Management, Microsoft Excel
Education
University of Alabama in Huntsville 2008 — 2011
Bachelor of Science, Business Administration/Management
Guntersville High
Beau Griess's Merrill Lynch Experience July 2010 - September 2010
Job Loan Officer at Alabama One Credit Union
Industry Banking
Experience
Alabama One Credit Union February 2014 - Present
Wells Fargo Home Mortgage September 2011 - December 2013
Letter's Hops & Vines May 2009 - May 2011
Primerica December 2009 - December 2010
Merrill Lynch July 2010 - September 2010
Conyers Inc May 2004 - August 2008
Skills
Stock Market, Coins, Communication, Strategic Financial..., Oversight, Creative Visualization, Budgets, Finance, Loans, Management, Marketing, Portfolio Management, Refinance, Coaching, Leadership, Sales, Training, Product Innovation, Loan Origination, Loan Servicing, Underwriting, Consumer Lending, Residential Mortgages, Mortgage Lending, Mortgage Underwriting, Customer Service, Lines Of Credit, Analysis, Cash Management
Education
University of Alabama 2005 — 2010
Bachelor of Arts (BA), Business Entrepreneurship
Alabama One Credit Union February 2014 - Present
Wells Fargo Home Mortgage September 2011 - December 2013
Letter's Hops & Vines May 2009 - May 2011
Primerica December 2009 - December 2010
Merrill Lynch July 2010 - September 2010
Conyers Inc May 2004 - August 2008
Skills
Stock Market, Coins, Communication, Strategic Financial..., Oversight, Creative Visualization, Budgets, Finance, Loans, Management, Marketing, Portfolio Management, Refinance, Coaching, Leadership, Sales, Training, Product Innovation, Loan Origination, Loan Servicing, Underwriting, Consumer Lending, Residential Mortgages, Mortgage Lending, Mortgage Underwriting, Customer Service, Lines Of Credit, Analysis, Cash Management
Education
University of Alabama 2005 — 2010
Bachelor of Arts (BA), Business Entrepreneurship
Sung Moo Cho Sung Moo Cho's Merrill Lynch Experience September 2006 - July 2007
Job Financial Advisor
Industry Financial Services
Experience
Mutual of America October 2014 - Present
CUSO Financial Services, LP April 2014 - July 2014
Wells Fargo Advisors November 2009 - March 2014
Chase July 2007 - November 2009
Merrill Lynch September 2006 - July 2007
Andrew Garrett, Inc. January 2006 - September 2006
Laidlaw & Company January 2005 - January 2006
Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7
Education
University at Buffalo 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mutual of America October 2014 - Present
CUSO Financial Services, LP April 2014 - July 2014
Wells Fargo Advisors November 2009 - March 2014
Chase July 2007 - November 2009
Merrill Lynch September 2006 - July 2007
Andrew Garrett, Inc. January 2006 - September 2006
Laidlaw & Company January 2005 - January 2006
Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7
Education
University at Buffalo 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Danielle Ingram Danielle Ingram's Merrill Lynch Experience July 2013 - March 2014
Job Scheduling coordinator at Align Networks
Industry Financial Services
Experience
Align Networks August 2014 - Present
Event Aces Catering March 2014 - Present
Merrill Lynch July 2013 - March 2014
Comfort Keepers January 2013 - May 2013
Jim 'N Nick's Bar-B-Q January 2012 - December 2012
Skills
Credit Cards, Customer Service, Financial Services, Credit Card Transaction..., Finance, Brokerage, Internet Banking, Call Centers, Banking, Credit, Mortgage Lending, Loans, Sales, Promotions, Customer Satisfaction, Customer Retention, Customer Engagement
Education
University of Alabama 2009 — 2011
Public Relations, Advertising, and Applied Communication
Align Networks August 2014 - Present
Event Aces Catering March 2014 - Present
Merrill Lynch July 2013 - March 2014
Comfort Keepers January 2013 - May 2013
Jim 'N Nick's Bar-B-Q January 2012 - December 2012
Skills
Credit Cards, Customer Service, Financial Services, Credit Card Transaction..., Finance, Brokerage, Internet Banking, Call Centers, Banking, Credit, Mortgage Lending, Loans, Sales, Promotions, Customer Satisfaction, Customer Retention, Customer Engagement
Education
University of Alabama 2009 — 2011
Public Relations, Advertising, and Applied Communication
Eric GoForth Eric GoForth's Merrill Lynch Experience July 2006 - April 2008
Job New York Life Insurance
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
Golden Gate Business Association 2008 - 2015
Golden Gate Business Association 2008 - 2015
Merrill Lynch July 2006 - April 2008
American Express Financial Advisors October 2003 - January 2006
Rafe Black Interiors March 2002 - September 2003
Skills
Long Term Care, Retirement, Financial Planning, Investments, Insurance, Wealth, Financial Advisory, Small Business, Strategic Financial..., Series 7, Project Planning, Long-term Care, Life Insurance, Financial Services, Mutual Funds, Finance, Fixed Annuities, Retirement Planning, Management, Estate Planning, Wealth Management, Wealth Accumulation
Education
College of Financial Planning 2006 — 2007
University of Alabama 1985 — 1990
B.S., Corporate Finance
New York Life Insurance Company January 2009 - Present
Golden Gate Business Association 2008 - 2015
Golden Gate Business Association 2008 - 2015
Merrill Lynch July 2006 - April 2008
American Express Financial Advisors October 2003 - January 2006
Rafe Black Interiors March 2002 - September 2003
Skills
Long Term Care, Retirement, Financial Planning, Investments, Insurance, Wealth, Financial Advisory, Small Business, Strategic Financial..., Series 7, Project Planning, Long-term Care, Life Insurance, Financial Services, Mutual Funds, Finance, Fixed Annuities, Retirement Planning, Management, Estate Planning, Wealth Management, Wealth Accumulation
Education
College of Financial Planning 2006 — 2007
University of Alabama 1985 — 1990
B.S., Corporate Finance
Johnny Collins Johnny Collins's Merrill Lynch Experience 1993 - 1995
Job General Manager at Dean Foods
Industry Dairy
Experience
Dean Foods March 2015 - Present
Dean Foods April 2001 - March 2015
Dean Foods October 1999 - April 2001
Barber Dairies September 1995 - October 1999
Merrill Lynch 1993 - 1995
Pepsi-Buffalo Rock 1987 - 1993
Food Giant Supermarkets 1986 - 1987
Skills
Management, Leadership, Sales, Grocery, Key Account Development, Forecasting, Marketing, Pricing, Negotiation, Direct Store Delivery, Marketing Management, Sales Management, National Accounts, Income Statement, Pricing Strategy, Advertising, Sales Operations, IRI, Competitive Analysis, Consumer Products, FMCG, Key Account Management, Market Planning, P
Education
University of Maryland University College 2000 — 2002
MBA, Business Administration and Management, General
University of Alabama 1990 — 1993
BS, Finance
Dean Foods March 2015 - Present
Dean Foods April 2001 - March 2015
Dean Foods October 1999 - April 2001
Barber Dairies September 1995 - October 1999
Merrill Lynch 1993 - 1995
Pepsi-Buffalo Rock 1987 - 1993
Food Giant Supermarkets 1986 - 1987
Skills
Management, Leadership, Sales, Grocery, Key Account Development, Forecasting, Marketing, Pricing, Negotiation, Direct Store Delivery, Marketing Management, Sales Management, National Accounts, Income Statement, Pricing Strategy, Advertising, Sales Operations, IRI, Competitive Analysis, Consumer Products, FMCG, Key Account Management, Market Planning, P
Education
University of Maryland University College 2000 — 2002
MBA, Business Administration and Management, General
University of Alabama 1990 — 1993
BS, Finance
Yvonne Kaw-Garrison Yvonne Kaw-Garrison's Merrill Lynch Experience September 2007 - February 2009
Job Business Performance Improvement, First Niagara Bank
Industry Banking
Experience
First Niagara Bank September 2015 - Present
First Niagara Bank November 2013 - August 2015
First Niagara Bank May 2011 - October 2013
Wells Fargo Advisors February 2009 - April 2011
Merrill Lynch September 2007 - February 2009
University at Buffalo January 2005 - September 2007
Appraisal.com May 2004 - January 2005
Skills
Investments, Financial Analysis, Project Management, Banking, Retail Banking, Business Analysis, Marketing, Sales, SAS, Lean Tools, Value Stream Mapping, Workflow Diagrams, Business Workflows, 5 Why, 5S, Root Cause Analysis, Data Mining, Lead Generation, Visio, Monarch, Cross Selling, Operational Efficiency, Process Efficiency, Revenue Growth..., Cost Savings, Business Case, Series 7, Retirement Planning, Stock Market, Mutual Funds, Securities
Education
University at Buffalo 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, and International Finance
University at Buffalo 2000 — 2002
Bachelor of Arts (BA), Psychology
University at Buffalo 2000 — 2002
Bachelor of Science (BS), Biotechnology
First Niagara Bank September 2015 - Present
First Niagara Bank November 2013 - August 2015
First Niagara Bank May 2011 - October 2013
Wells Fargo Advisors February 2009 - April 2011
Merrill Lynch September 2007 - February 2009
University at Buffalo January 2005 - September 2007
Appraisal.com May 2004 - January 2005
Skills
Investments, Financial Analysis, Project Management, Banking, Retail Banking, Business Analysis, Marketing, Sales, SAS, Lean Tools, Value Stream Mapping, Workflow Diagrams, Business Workflows, 5 Why, 5S, Root Cause Analysis, Data Mining, Lead Generation, Visio, Monarch, Cross Selling, Operational Efficiency, Process Efficiency, Revenue Growth..., Cost Savings, Business Case, Series 7, Retirement Planning, Stock Market, Mutual Funds, Securities
Education
University at Buffalo 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, and International Finance
University at Buffalo 2000 — 2002
Bachelor of Arts (BA), Psychology
University at Buffalo 2000 — 2002
Bachelor of Science (BS), Biotechnology
Rachel Goldstein Rachel Goldstein's Merrill Lynch Experience June 2014 - August 2014
Job Intern at Merrill Lynch
Industry Higher Education
Experience
ICR September 2015 - Present
Virtual Investment Fund & Equity Research Club- University at Buffalo September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Phi sigma Sigma December 2013 - May 2014
Butera's May 2013 - August 2013
Syosset LIJ Hospital September 2010 - June 2011
The Atria, Senior Assisted Living December 2008 - December 2010
Italian Honor Society Organization October 2009 - June 2010
West Hills Day Camp June 2008 - June 2010
Skills
Microsoft Office, Leadership, Budgets, Public Relations, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Familiar with Microsoft..., Teamwork, Finance, Research, Organizational..., Client Relations Skills, mathematics, Business, PowerPoint, Equity Research
Education
State University of New York at Buffalo 2011 — 2015
Concentration in Finance, Business Administration and Management, General
POB JFK HS
POB JFK HS
ICR September 2015 - Present
Virtual Investment Fund & Equity Research Club- University at Buffalo September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Phi sigma Sigma December 2013 - May 2014
Butera's May 2013 - August 2013
Syosset LIJ Hospital September 2010 - June 2011
The Atria, Senior Assisted Living December 2008 - December 2010
Italian Honor Society Organization October 2009 - June 2010
West Hills Day Camp June 2008 - June 2010
Skills
Microsoft Office, Leadership, Budgets, Public Relations, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Familiar with Microsoft..., Teamwork, Finance, Research, Organizational..., Client Relations Skills, mathematics, Business, PowerPoint, Equity Research
Education
State University of New York at Buffalo 2011 — 2015
Concentration in Finance, Business Administration and Management, General
POB JFK HS
POB JFK HS
Kaitlin Horvath's Merrill Lynch Experience May 2006 - August 2006
Job Manager Risk and Compliance
Industry Financial Services
Experience
Protiviti September 2013 - Present
Wilton Brands April 2013 - September 2013
KPMG Advisory October 2011 - April 2013
Protiviti August 2009 - August 2011
Protiviti May 2008 - August 2008
Merrill Lynch May 2006 - August 2006
Skills
Compliance, Management Consulting, Operational Risk..., Enterprise Risk..., Internal Controls, Corporate Finance, Strategy, Banking, Finance, Financial Modeling, Private Equity, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science
University College Dublin 2008 — 2008
Protiviti September 2013 - Present
Wilton Brands April 2013 - September 2013
KPMG Advisory October 2011 - April 2013
Protiviti August 2009 - August 2011
Protiviti May 2008 - August 2008
Merrill Lynch May 2006 - August 2006
Skills
Compliance, Management Consulting, Operational Risk..., Enterprise Risk..., Internal Controls, Corporate Finance, Strategy, Banking, Finance, Financial Modeling, Private Equity, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science
University College Dublin 2008 — 2008
Randy Laird Randy Laird's Merrill Lynch Experience July 1985 - October 1999
Job Financial Advisor, Vice President, Laird & Lundy Group, A financial advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley Smith Barney August 2005 - October 2010
Prudential Financial October 1999 - August 2005
Merrill Lynch July 1985 - October 1999
Education
University of Alabama at Birmingham 1974 — 1983
Bachelor of Science (BS), Marketing and Economics
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley Smith Barney August 2005 - October 2010
Prudential Financial October 1999 - August 2005
Merrill Lynch July 1985 - October 1999
Education
University of Alabama at Birmingham 1974 — 1983
Bachelor of Science (BS), Marketing and Economics
David Harless David Harless's Merrill Lynch Experience January 1983 - January 1989
Job Partner at ExecuTech Search
Industry Staffing and Recruiting
Experience
Church of the Highlands 2010 - Present
ExecuTech Search LLC January 1998 - Present
Mantra Technologies May 2012 - August 2014
Express Employment Professionals August 2011 - May 2012
dC Marketing March 2010 - January 2011
Terra Guard Inc. January 2003 - December 2010
Axle Express of Alabama, Inc January 1991 - January 1998
New City Communications (WZZK) January 1989 - January 1991
Merrill Lynch January 1983 - January 1989
Hercules Chemical January 1978 - January 1983
Skills
IT Recruiter, Consultative Sales, Creative Marketing..., Recruiting, Information Technology, Sales, Employee Benefits, Executive Management, Technical Recruiting, Staffing Services, Applicant Tracking..., Cold Calling, Talent Acquisition, Sourcing, Contract Recruitment, Human Resources, Networking, Employee Relations, Account Management, Onboarding, Consulting, Salesforce.com, Healthcare, New Business Development, Program Management, Temporary Placement, Marketing, Training, Business Development, Vendor Management, Strategy, Management, Internet Recruiting, Permanent Placement, Leadership
Education
Prudential-Bache Securities NYC 1983 — 1983
Registered Representative, Financial products including Stocks, Bonds, Mutual Funds, Commodities and Financial Planning.
University of Alabama 1974 — 1977
Bachelor of Science, Marketing-Marine Biology
Church of the Highlands 2010 - Present
ExecuTech Search LLC January 1998 - Present
Mantra Technologies May 2012 - August 2014
Express Employment Professionals August 2011 - May 2012
dC Marketing March 2010 - January 2011
Terra Guard Inc. January 2003 - December 2010
Axle Express of Alabama, Inc January 1991 - January 1998
New City Communications (WZZK) January 1989 - January 1991
Merrill Lynch January 1983 - January 1989
Hercules Chemical January 1978 - January 1983
Skills
IT Recruiter, Consultative Sales, Creative Marketing..., Recruiting, Information Technology, Sales, Employee Benefits, Executive Management, Technical Recruiting, Staffing Services, Applicant Tracking..., Cold Calling, Talent Acquisition, Sourcing, Contract Recruitment, Human Resources, Networking, Employee Relations, Account Management, Onboarding, Consulting, Salesforce.com, Healthcare, New Business Development, Program Management, Temporary Placement, Marketing, Training, Business Development, Vendor Management, Strategy, Management, Internet Recruiting, Permanent Placement, Leadership
Education
Prudential-Bache Securities NYC 1983 — 1983
Registered Representative, Financial products including Stocks, Bonds, Mutual Funds, Commodities and Financial Planning.
University of Alabama 1974 — 1977
Bachelor of Science, Marketing-Marine Biology
Steven Marusich's Merrill Lynch Experience June 2012 - August 2012
Job Loss Reporting Team Member at PMA Companies
Industry Higher Education
Experience
University at Buffalo Loss Reporting Team MemberPMA CompaniesJanuary 2014 - Present
Wegmans Food Markets May 2007 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Management, PCR, Time Management, Communication, Customer Satisfaction, Customer Service, Data Analysis, Event Planning, Social Media, Teamwork, Training
Education
State University of New York at Buffalo 2009 — 2013
Bachelor of Science (BS), Biology
University at Buffalo Loss Reporting Team MemberPMA CompaniesJanuary 2014 - Present
Wegmans Food Markets May 2007 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Management, PCR, Time Management, Communication, Customer Satisfaction, Customer Service, Data Analysis, Event Planning, Social Media, Teamwork, Training
Education
State University of New York at Buffalo 2009 — 2013
Bachelor of Science (BS), Biology
Chandler Williamson's Merrill Lynch Experience May 2015 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Druid City Basketball Officials October 2013 - Present
The University of Alabama August 2011 - Present
University of Alabama Football June 2011 - January 2014
Skills
Public Speaking, Microsoft Office, Strategic Planning, Financial Analysis, Financial Market..., Data Analysis, Sales Presentations
Education
University of Alabama 2011 — 2016
Dual major, Finance, And Marketing, Senior
Merrill Lynch May 2015 - Present
Druid City Basketball Officials October 2013 - Present
The University of Alabama August 2011 - Present
University of Alabama Football June 2011 - January 2014
Skills
Public Speaking, Microsoft Office, Strategic Planning, Financial Analysis, Financial Market..., Data Analysis, Sales Presentations
Education
University of Alabama 2011 — 2016
Dual major, Finance, And Marketing, Senior
Stuart Wachtler Stuart Wachtler's Merrill Lynch Experience May 2009 - August 2009
Job Facilities Manager at JLL
Industry Financial Services
Experience
JLL November 2013 - Present
JPMorgan Chase November 2012 - November 2013
Maxwell-Kates Inc. August 2012 - November 2012
Energex OTC Brokers Inc. June 2010 - July 2012
Merrill Lynch May 2009 - August 2009
Skills
Derivatives, Options, Financial Modeling, Equities, Asset Management, Risk Management, Portfolio Management, Trading
Education
State University of New York at Buffalo 2006 — 2010
BS, Finance
JLL November 2013 - Present
JPMorgan Chase November 2012 - November 2013
Maxwell-Kates Inc. August 2012 - November 2012
Energex OTC Brokers Inc. June 2010 - July 2012
Merrill Lynch May 2009 - August 2009
Skills
Derivatives, Options, Financial Modeling, Equities, Asset Management, Risk Management, Portfolio Management, Trading
Education
State University of New York at Buffalo 2006 — 2010
BS, Finance
Chris Radtke Chris Radtke's Merrill Lynch Experience September 2006 - May 2007
Job Compliance Director at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX March 2014 - Present
Deloitte October 2011 - March 2014
Local NGOs February 2011 - June 2011
Financial Industry Regulatory Authority April 2008 - September 2010
Merrill Lynch September 2006 - May 2007
RSA June 2006 - August 2006
Skills
Financial Regulation, Securities Regulation, Regulatory Reporting, Regulatory Examinations, Financial Policies &..., Internal Controls, Equity Trading, Self-Regulatory..., Consolidated Audit Trail, Project Management, Strategic Consulting, NGOs, Microsoft Excel, Microsoft PowerPoint, Communication Skills
Education
University of Wisconsin-Madison 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
University College Dublin 2006 — 2006
Study Abroad, International Business
NASDAQ OMX March 2014 - Present
Deloitte October 2011 - March 2014
Local NGOs February 2011 - June 2011
Financial Industry Regulatory Authority April 2008 - September 2010
Merrill Lynch September 2006 - May 2007
RSA June 2006 - August 2006
Skills
Financial Regulation, Securities Regulation, Regulatory Reporting, Regulatory Examinations, Financial Policies &..., Internal Controls, Equity Trading, Self-Regulatory..., Consolidated Audit Trail, Project Management, Strategic Consulting, NGOs, Microsoft Excel, Microsoft PowerPoint, Communication Skills
Education
University of Wisconsin-Madison 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
University College Dublin 2006 — 2006
Study Abroad, International Business
James D. Sumpter, CFP James D. Sumpter, CFP's Merrill Lynch Experience May 2000 - March 2009
Job Financial Advisor, Associate Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch May 2000 - March 2009
Prudential Securities September 1998 - May 2000
Education
University of Alabama 1988 — 1992
Bachelor of Science (B.S.), International Corporate Finance and Economics
Oneonta High School 1980 — 1988
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch May 2000 - March 2009
Prudential Securities September 1998 - May 2000
Education
University of Alabama 1988 — 1992
Bachelor of Science (B.S.), International Corporate Finance and Economics
Oneonta High School 1980 — 1988
Mindy Dolgin Mindy Dolgin's Merrill Lynch Experience October 1996 - January 2000
Job Partner, Contract Partners Plus
Industry Information Technology and Services
Experience
Contract Partners Plus, LLC November 2009 - Present
Lehman July 2007 - October 2009
Citibank 2000 - 2007
Merrill Lynch October 1996 - January 2000
Merrill Lynch April 1983 - April 1994
Skills
Vendor Management, Risk Management, Mergers, Negotiation, Telecommunications, Market Data, Asset Managment, Professional Services, Outsourcing, Business Process..., Business Strategy, Management, Process Improvement, Contract Negotiation, Change Management, Strategic Sourcing, Operations Management, Strategic Planning, Integration, Sourcing, IT Management, Strategic Partnerships, IT Service Management, Asset Management, Disaster Recovery, Portfolio Management, Analysis, Mergers & Acquisitions, Business Process..., Management Consulting, Procurement, Strategy, CRM, Project Management, Start-ups, Governance, Project Portfolio..., Business Process, SDLC, Executive Management, Training, Business Transformation, Business Development, SaaS, Team Leadership, Product Management, Cross-functional Team..., Leadership, New Business Development, Contract Management
Education
University at Buffalo
BA, Psychology, Foreign Languages
Contract Partners Plus, LLC November 2009 - Present
Lehman July 2007 - October 2009
Citibank 2000 - 2007
Merrill Lynch October 1996 - January 2000
Merrill Lynch April 1983 - April 1994
Skills
Vendor Management, Risk Management, Mergers, Negotiation, Telecommunications, Market Data, Asset Managment, Professional Services, Outsourcing, Business Process..., Business Strategy, Management, Process Improvement, Contract Negotiation, Change Management, Strategic Sourcing, Operations Management, Strategic Planning, Integration, Sourcing, IT Management, Strategic Partnerships, IT Service Management, Asset Management, Disaster Recovery, Portfolio Management, Analysis, Mergers & Acquisitions, Business Process..., Management Consulting, Procurement, Strategy, CRM, Project Management, Start-ups, Governance, Project Portfolio..., Business Process, SDLC, Executive Management, Training, Business Transformation, Business Development, SaaS, Team Leadership, Product Management, Cross-functional Team..., Leadership, New Business Development, Contract Management
Education
University at Buffalo
BA, Psychology, Foreign Languages
Lauren M. McKenzie, CRPC®'s Merrill Lynch Experience July 2015 - Present
Job Associate Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch July 2014 - Present
Merrill Lynch December 2010 - July 2014
Fidelity Investments July 2007 - January 2010
Petros Financial Services, Inc. August 2006 - June 2007
Skills
Series 7, Customer Service, Uniform Combined State..., Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Securities, Investments, Portfolio Management, Series 10, Series 66, Insurance
Education
University at Buffalo 2015 — 2017
Master of Business Administration (M.B.A.), Executive program
SUNY at Buffalo 2003 — 2006
B.A., Psychology
Merrill Lynch July 2015 - Present
Merrill Lynch July 2014 - Present
Merrill Lynch December 2010 - July 2014
Fidelity Investments July 2007 - January 2010
Petros Financial Services, Inc. August 2006 - June 2007
Skills
Series 7, Customer Service, Uniform Combined State..., Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Securities, Investments, Portfolio Management, Series 10, Series 66, Insurance
Education
University at Buffalo 2015 — 2017
Master of Business Administration (M.B.A.), Executive program
SUNY at Buffalo 2003 — 2006
B.A., Psychology
Monica Burch Monica Burch's Merrill Lynch Experience January 1995 - May 2000
Job Owner, ConstructU Inspiring youth in STEM through workshops, STEM Consultant
Industry
Experience
ConstructU August 2002 - Present
BIG 2013 - 2013
Engineering Resource Group, Inc. September 2007 - March 2009
The Homesteader Central New Jersey Edition January 2003 - January 2005
Merrill Lynch January 1995 - May 2000
Dow Jones and Co. July 1993 - January 1995
Salt River Project, Phoenix, AZ June 1986 - July 1989
Skills
Project Management, Business Development, Management, Leadership, Databases, Project Planning, Program Management, Team Building, Security, Budgets, Engineering, MS Project, Networking, Sales, Vendor Management, Microsoft Project
Education
University of Alabama 1982 — 1986
Bachelor of Science DEGREE IN ELECTRICAL ENGINEERING, Electrical and Electronics Engineering
ConstructU August 2002 - Present
BIG 2013 - 2013
Engineering Resource Group, Inc. September 2007 - March 2009
The Homesteader Central New Jersey Edition January 2003 - January 2005
Merrill Lynch January 1995 - May 2000
Dow Jones and Co. July 1993 - January 1995
Salt River Project, Phoenix, AZ June 1986 - July 1989
Skills
Project Management, Business Development, Management, Leadership, Databases, Project Planning, Program Management, Team Building, Security, Budgets, Engineering, MS Project, Networking, Sales, Vendor Management, Microsoft Project
Education
University of Alabama 1982 — 1986
Bachelor of Science DEGREE IN ELECTRICAL ENGINEERING, Electrical and Electronics Engineering
Fiona Gersh Fiona Gersh's Merrill Lynch Experience 1997 - 1999
Job Secretary at Greendell School, Palo Alto Unified School District
Industry Primary/Secondary Education
Experience
Palo Alto Unified School District August 2014 - Present
Far West Freestyle October 2013 - Present
Palo Alto Unified School District August 2013 - June 2014
Fairmeadow Elementary School July 2011 - June 2013
Parents Nursery School 2005 - 2009
KPMG US 1999 - 2001
Merrill Lynch 1997 - 1999
Sedgwick 1995 - 1997
KPMG UK 1993 - 1995
Education
University College Dublin 1988 — 1993
Bachelor of Science (BSc)
Palo Alto Unified School District August 2014 - Present
Far West Freestyle October 2013 - Present
Palo Alto Unified School District August 2013 - June 2014
Fairmeadow Elementary School July 2011 - June 2013
Parents Nursery School 2005 - 2009
KPMG US 1999 - 2001
Merrill Lynch 1997 - 1999
Sedgwick 1995 - 1997
KPMG UK 1993 - 1995
Education
University College Dublin 1988 — 1993
Bachelor of Science (BSc)
Don Magrane's Merrill Lynch Experience April 2011 - April 2011
Job Equity Sales at Jefferies
Industry Financial Services
Russell Brewer's Merrill Lynch Experience May 2004 - January 2010
Job Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
GM Wealth LLC December 2012 - March 2014
Fusion Analytics Investment Partners January 2010 - December 2012
Merrill Lynch May 2004 - January 2010
Financial Professional, Institutional Sales 1996 - 2004
Skills
401k, Wealth Management, Financial Services, Financial Planners, Finance, Private Equity, Family Office, Private Banking, Investment Advisory, Financial Advisory
Education
University of Alabama 1989 — 1993
Bachelor's degree, Communication, General
J.P. Morgan March 2014 - Present
GM Wealth LLC December 2012 - March 2014
Fusion Analytics Investment Partners January 2010 - December 2012
Merrill Lynch May 2004 - January 2010
Financial Professional, Institutional Sales 1996 - 2004
Skills
401k, Wealth Management, Financial Services, Financial Planners, Finance, Private Equity, Family Office, Private Banking, Investment Advisory, Financial Advisory
Education
University of Alabama 1989 — 1993
Bachelor's degree, Communication, General
Vijay Majeti Vijay Majeti's Merrill Lynch Experience October 2004 - February 2005
Job Senior Consultant at NorthPoint Solutions
Industry Information Technology and Services
Experience
NorthPoint Solutions December 2011 - March 2014
Macmillan July 2012 - December 2012
Enforsys Law Enforcement/Public Safety Software March 2005 - December 2011
Merrill Lynch October 2004 - February 2005
Skills
.NET, Requirements Analysis, Web Development, ASP.NET MVC, SOA, SDLC, C#, LINQ, jQuery, Regular Expressions, CMS, Agile Methodologies, Scrum, Ektron, Database Design, Software Architectural..., ASP.NET, JavaScript, Web Services, WCF, XML, SQL, IIS, Sitecore, HTML, Git, Subversion, Windows, Visual Studio, CSS, HTML 5, .NET Remoting, Network Programming, NoSQL, Solution Architecture
Education
University of Alabama at Birmingham 2001 — 2004
Master of Science (MS), Electrical and Electronics Engineering
Andhra University, India 1997 — 2001
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
NorthPoint Solutions December 2011 - March 2014
Macmillan July 2012 - December 2012
Enforsys Law Enforcement/Public Safety Software March 2005 - December 2011
Merrill Lynch October 2004 - February 2005
Skills
.NET, Requirements Analysis, Web Development, ASP.NET MVC, SOA, SDLC, C#, LINQ, jQuery, Regular Expressions, CMS, Agile Methodologies, Scrum, Ektron, Database Design, Software Architectural..., ASP.NET, JavaScript, Web Services, WCF, XML, SQL, IIS, Sitecore, HTML, Git, Subversion, Windows, Visual Studio, CSS, HTML 5, .NET Remoting, Network Programming, NoSQL, Solution Architecture
Education
University of Alabama at Birmingham 2001 — 2004
Master of Science (MS), Electrical and Electronics Engineering
Andhra University, India 1997 — 2001
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Denise Frank Denise Frank's Merrill Lynch Experience July 1993 - February 2000
Job Executive Assistant
Industry Financial Services
Experience
Charlotte State Bank 2011 - 2012
Girlscouts of GulfCoast FL August 2007 - May 2011
Merrill Lynch July 1993 - February 2000
PaineWebber October 1987 - May 1990
Skills
Organization &..., Coordination, Microsoft Excel, Leadership, Microsoft Office, Problem Solving, Customer Service, Communication, Financial Analysis, Portfolio Management
Education
University of Alaska Anchorage 1987 — 1989
some coursework, Business Administration and Management, General
Riverside High School 1980 — 1984
Diploma
Charlotte State Bank 2011 - 2012
Girlscouts of GulfCoast FL August 2007 - May 2011
Merrill Lynch July 1993 - February 2000
PaineWebber October 1987 - May 1990
Skills
Organization &..., Coordination, Microsoft Excel, Leadership, Microsoft Office, Problem Solving, Customer Service, Communication, Financial Analysis, Portfolio Management
Education
University of Alaska Anchorage 1987 — 1989
some coursework, Business Administration and Management, General
Riverside High School 1980 — 1984
Diploma
Rosanne Licata Rosanne Licata's Merrill Lynch Experience February 1981 - June 1986
Job Author of romantic suspense novels, blogs, and CEO of Licata Publishing Company
Industry Writing and Editing
Experience
Rosanne Licata June 2011 - Present
Transitional Living Services October 2006 - May 2011
Memorial Psychiatric Hospital March 2001 - October 2006
National Academy of Sports Medicine (NASM) February 1991 - April 1995
The Johnson Group, Inc. June 1987 - July 1991
Merrill Lynch February 1981 - June 1986
Skills
Public Speaking, Published Author, Teaching, Copywriting, Creative Writing, Blogging, Books, Copy Editing, Social Networking, Social Media, Public Relations, Editing, Event Planning, Fitness, Research, Newsletters, Community Outreach, Training, Publishing, Higher Education, Program Development, Nonprofits, Proofreading, Strategic Planning
Education
University of Phoenix 1998 — 2001
Master's degree, Mental Health Counseling, 3.8 GPA
State University of New York at Buffalo 1972 — 1976
Bachelor of Arts (BA), Russian Linguistics, 3.2 GPA
Rosanne Licata June 2011 - Present
Transitional Living Services October 2006 - May 2011
Memorial Psychiatric Hospital March 2001 - October 2006
National Academy of Sports Medicine (NASM) February 1991 - April 1995
The Johnson Group, Inc. June 1987 - July 1991
Merrill Lynch February 1981 - June 1986
Skills
Public Speaking, Published Author, Teaching, Copywriting, Creative Writing, Blogging, Books, Copy Editing, Social Networking, Social Media, Public Relations, Editing, Event Planning, Fitness, Research, Newsletters, Community Outreach, Training, Publishing, Higher Education, Program Development, Nonprofits, Proofreading, Strategic Planning
Education
University of Phoenix 1998 — 2001
Master's degree, Mental Health Counseling, 3.8 GPA
State University of New York at Buffalo 1972 — 1976
Bachelor of Arts (BA), Russian Linguistics, 3.2 GPA
Elizabeth Ann Dugan Elizabeth Ann Dugan's Merrill Lynch Experience February 1987 - February 1993
Job Day Trader
Industry Investment Management
Experience
Self employed April 2009 - Present
EA Gallery April 2007 - January 2010
Just Tri September 2003 - April 2007
UBS Investment Bank September 1993 - January 1995
Merrill Lynch February 1987 - February 1993
Skills
Integrity, Great communications..., Adaptable to Changes, Self-motivated Team..., Interpersonal..., Ambition, Highly Dedicated, Hard working, Creativity, Reliable, Leadership, Child Development, Mothers, Entertainment, Financial Accounting, Financial Reporting, Financial Analysis, Galleries, Contemporary Art, Sales, Arts Administration, Sales Management, Recruiting, Media Relations, Advertising, Trade Shows, Curating, Budget Process, Visual Arts, Athletic Performance, Athletic Training, Travel, Microsoft Word, QuickBooks, Apple Safari, Windows 7, Mediation, Psychology, Golf, Tennis, Triathlon, Skiing
Education
University of Alabama 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
University of Alabama, Manderson Graduate School of Business 1981 — 1985
MBA, Finance
Self employed April 2009 - Present
EA Gallery April 2007 - January 2010
Just Tri September 2003 - April 2007
UBS Investment Bank September 1993 - January 1995
Merrill Lynch February 1987 - February 1993
Skills
Integrity, Great communications..., Adaptable to Changes, Self-motivated Team..., Interpersonal..., Ambition, Highly Dedicated, Hard working, Creativity, Reliable, Leadership, Child Development, Mothers, Entertainment, Financial Accounting, Financial Reporting, Financial Analysis, Galleries, Contemporary Art, Sales, Arts Administration, Sales Management, Recruiting, Media Relations, Advertising, Trade Shows, Curating, Budget Process, Visual Arts, Athletic Performance, Athletic Training, Travel, Microsoft Word, QuickBooks, Apple Safari, Windows 7, Mediation, Psychology, Golf, Tennis, Triathlon, Skiing
Education
University of Alabama 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
University of Alabama, Manderson Graduate School of Business 1981 — 1985
MBA, Finance
Tommy Alston Tommy Alston's Merrill Lynch Experience May 2005 - August 2005
Job Senior Financial Analyst at Honeywell UOP
Industry Oil & Energy
Experience
Honeywell UOP September 2015 - Present
Austal USA December 2012 - September 2015
Austal USA September 2011 - December 2012
Ingalls/Northrop Grumman Shipbuilding March 2011 - September 2011
Ingalls/Northrop Grumman Shipbuilding April 2008 - March 2011
The Covenant Group Professional Financial Services January 2007 - May 2007
Merrill Lynch May 2005 - August 2005
Skills
Corporate Finance, Procurement, Microsoft Office, Financial Analysis, Business Strategy, Customer Relations, Purchasing, Contract Negotiation, Analysis, Excel, Risk Management, PowerPoint, Word, Contract Management, Access, Budgeting, Outlook, Negotiation, Budgets, Engineering
Education
University of Alabama 2006 — 2007
MS, Financial Planning
University of Alabama 2002 — 2006
BS, Finance
Honeywell UOP September 2015 - Present
Austal USA December 2012 - September 2015
Austal USA September 2011 - December 2012
Ingalls/Northrop Grumman Shipbuilding March 2011 - September 2011
Ingalls/Northrop Grumman Shipbuilding April 2008 - March 2011
The Covenant Group Professional Financial Services January 2007 - May 2007
Merrill Lynch May 2005 - August 2005
Skills
Corporate Finance, Procurement, Microsoft Office, Financial Analysis, Business Strategy, Customer Relations, Purchasing, Contract Negotiation, Analysis, Excel, Risk Management, PowerPoint, Word, Contract Management, Access, Budgeting, Outlook, Negotiation, Budgets, Engineering
Education
University of Alabama 2006 — 2007
MS, Financial Planning
University of Alabama 2002 — 2006
BS, Finance
Sarah DePiro's Merrill Lynch Experience July 2014 - Present
Job PMD FA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
ATTO Technology, Inc. March 2014 - June 2014
Superior Group January 2013 - August 2013
Gross Polowy Orlans June 2012 - December 2012
UBS May 2009 - August 2009
Skills
Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Outlook, Marketing, Data Entry, Microsoft Office, Inventory Management, Organizational..., Communication, Business Efficiency, Sales Operations
Education
State University of New York at Buffalo 2008 — 2012
Social Sciences Interdisciplinary, Legal Studies
Massapequa High School 2004 — 2008
Merrill Lynch July 2014 - Present
ATTO Technology, Inc. March 2014 - June 2014
Superior Group January 2013 - August 2013
Gross Polowy Orlans June 2012 - December 2012
UBS May 2009 - August 2009
Skills
Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Outlook, Marketing, Data Entry, Microsoft Office, Inventory Management, Organizational..., Communication, Business Efficiency, Sales Operations
Education
State University of New York at Buffalo 2008 — 2012
Social Sciences Interdisciplinary, Legal Studies
Massapequa High School 2004 — 2008
Jessica Urbanski Jessica Urbanski's Merrill Lynch Experience 2006 - 2011
Job Senior Vice President, Senior Wealth Advisor at IBERIABANK
Industry Investment Management
Experience
IBERIA Wealth Advisors July 2011 - Present
Merrill Lynch 2006 - 2011
Wachovia Securities 2003 - 2004
SunTrust Bank 1998 - 2003
Skills
CTFA, Estate Planning, Investment Management, Financial Advisory, Wealth, Wealth Management, Financial Services, Wealth Management..., Banking, Trusts, Financial Planning, Management, Investment Advisory, Investments
Education
University of Alabama 1994 — 1998
BA, Communications and Marketing
E. D. White Catholic High 1990 — 1994
IBERIA Wealth Advisors July 2011 - Present
Merrill Lynch 2006 - 2011
Wachovia Securities 2003 - 2004
SunTrust Bank 1998 - 2003
Skills
CTFA, Estate Planning, Investment Management, Financial Advisory, Wealth, Wealth Management, Financial Services, Wealth Management..., Banking, Trusts, Financial Planning, Management, Investment Advisory, Investments
Education
University of Alabama 1994 — 1998
BA, Communications and Marketing
E. D. White Catholic High 1990 — 1994
Ryojin Sakurai (Sheng Liang) Ryojin Sakurai (Sheng Liang)'s Merrill Lynch Experience June 2008 - August 2008
Job quantitative analyst
Industry Financial Services
Experience
Forex Signs Inc. November 2010 - May 2011
HealthNow New York Inc. May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
University at Buffalo October 2007 - June 2008
Education
State University of New York at Buffalo 2008 — 2010
Master, Mathematics, Economics
State University of New York at Buffalo 2004 — 2008
Bachelor, Computer Science
Forex Signs Inc. November 2010 - May 2011
HealthNow New York Inc. May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
University at Buffalo October 2007 - June 2008
Education
State University of New York at Buffalo 2008 — 2010
Master, Mathematics, Economics
State University of New York at Buffalo 2004 — 2008
Bachelor, Computer Science
Kimi Comiskey Kimi Comiskey's Merrill Lynch Experience February 2011 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Convention Models & Talent, Inc. ( CMT Agency) January 2010 - July 2010
Convention Models & Talent, Inc. ( CMT Agency) January 2008 - January 2010
Convention Models & Talent, Inc. ( CMT Agency) May 2006 - January 2008
Wachovia Bank September 2005 - May 2006
Education
University of Alabama
Merrill Lynch February 2011 - Present
Convention Models & Talent, Inc. ( CMT Agency) January 2010 - July 2010
Convention Models & Talent, Inc. ( CMT Agency) January 2008 - January 2010
Convention Models & Talent, Inc. ( CMT Agency) May 2006 - January 2008
Wachovia Bank September 2005 - May 2006
Education
University of Alabama
Stan Eckert Stan Eckert's Merrill Lynch Experience July 2003 - November 2008
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group March 2011 - Present
Clark Consulting December 2008 - April 2011
Merrill Lynch July 2003 - November 2008
MetLife July 2002 - July 2003
Security Life of Denver August 1998 - December 2001
Management Compensation Group 1983 - 1998
Education
University of Alabama at Birmingham 1975 — 1978
B.S., Accounting and Information Technology
The Newport Group March 2011 - Present
Clark Consulting December 2008 - April 2011
Merrill Lynch July 2003 - November 2008
MetLife July 2002 - July 2003
Security Life of Denver August 1998 - December 2001
Management Compensation Group 1983 - 1998
Education
University of Alabama at Birmingham 1975 — 1978
B.S., Accounting and Information Technology
Mark Hollis Mark Hollis's Merrill Lynch Experience January 2005 - June 2007
Job Financial Services Professional
Industry Venture Capital & Private Equity
Experience
Sun Mountain Capital / Mexico Ventures January 2012 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Merrill Lynch January 2005 - June 2007
Westpac Institutional Bank February 2002 - January 2005
Skills
Credit Analysis, Investment Banking, Corporate Finance, Financial Modeling, Leveraged Finance, LBO, High Yield, Financial Analysis, Capital Markets, Due Diligence, High Yield Bonds, Venture Capital, Capital Structure, Financial Structuring, Capital Raising
Education
Wharton Executive Education 2007 — 2007
Executive Education
University of Adelaide 1998 — 2001
Bachelor of Commerce, Corporate Finance
Sun Mountain Capital / Mexico Ventures January 2012 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Merrill Lynch January 2005 - June 2007
Westpac Institutional Bank February 2002 - January 2005
Skills
Credit Analysis, Investment Banking, Corporate Finance, Financial Modeling, Leveraged Finance, LBO, High Yield, Financial Analysis, Capital Markets, Due Diligence, High Yield Bonds, Venture Capital, Capital Structure, Financial Structuring, Capital Raising
Education
Wharton Executive Education 2007 — 2007
Executive Education
University of Adelaide 1998 — 2001
Bachelor of Commerce, Corporate Finance
Chris Avila Chris Avila's Merrill Lynch Experience 1987 - 2002
Job Avaya Administrator at CoBank
Industry Health, Wellness and Fitness
Experience
CoBank August 2010 - Present
USANA Health Sciences September 2007 - Present
Dish Network September 2004 - January 2010
Merrill Lynch 1987 - 2002
Education
University of Alaska Fairbanks 1983 — 1987
None, Computer Information Systems
CoBank August 2010 - Present
USANA Health Sciences September 2007 - Present
Dish Network September 2004 - January 2010
Merrill Lynch 1987 - 2002
Education
University of Alaska Fairbanks 1983 — 1987
None, Computer Information Systems
Eileen J Kennedy Eileen J Kennedy's Merrill Lynch Experience January 2001 - June 2008
Job 2009 Irish American Best Business Leader
Industry Financial Services
Experience
The Kennedy Factor June 2008 - Present
Merrill Lynch January 2001 - June 2008
Merrill Lynch May 1997 - December 2000
Skills
Organizational..., Leadership Development, Executive Coaching, Business Development, Coaching, Career Development, Public Speaking, Training, Leadership, Management Consulting, Change Management, Marketing, Business Strategy, Entertainment, Financial Services, Strategic Planning, Organizational..., Strategy, Management, Theatre, Team Building, Investments, Consulting, Customer Experience, Project Management, Career Counseling
Education
University of Alabama at Birmingham 1979 — 1983
BS, Criminal Law
The Kennedy Factor June 2008 - Present
Merrill Lynch January 2001 - June 2008
Merrill Lynch May 1997 - December 2000
Skills
Organizational..., Leadership Development, Executive Coaching, Business Development, Coaching, Career Development, Public Speaking, Training, Leadership, Management Consulting, Change Management, Marketing, Business Strategy, Entertainment, Financial Services, Strategic Planning, Organizational..., Strategy, Management, Theatre, Team Building, Investments, Consulting, Customer Experience, Project Management, Career Counseling
Education
University of Alabama at Birmingham 1979 — 1983
BS, Criminal Law
Jennifer Buckley Jennifer Buckley's Merrill Lynch Experience December 2004 - June 2009
Job Personal Stylist for J. HIlburn Custom Menswear
Industry Apparel & Fashion
Experience
Morgan Stanley Smith Barney July 2009 - December 2011
The Worth Collection,Ltd. May 2009 - August 2010
merrill lynch December 2004 - June 2009
New York City 5th Ave Store April 2004 - May 2004
Banc of America Specialist(Fleet Specialist) April 2002 - November 2003
Deer Valley 2001 - 2002
Skills
Marketing, Sales, Investments, Social Media, Social Media Marketing, Marketing Strategy, Sales Management, Customer Service, Real Estate, Leadership, Small Business, Finance, Customer Satisfaction, Fundraising
Education
University of Alabama 1997 — 2001
Human Development and Family Studies, Adult Development
Pensacola Catholic High School 1993 — 1997
Morgan Stanley Smith Barney July 2009 - December 2011
The Worth Collection,Ltd. May 2009 - August 2010
merrill lynch December 2004 - June 2009
New York City 5th Ave Store April 2004 - May 2004
Banc of America Specialist(Fleet Specialist) April 2002 - November 2003
Deer Valley 2001 - 2002
Skills
Marketing, Sales, Investments, Social Media, Social Media Marketing, Marketing Strategy, Sales Management, Customer Service, Real Estate, Leadership, Small Business, Finance, Customer Satisfaction, Fundraising
Education
University of Alabama 1997 — 2001
Human Development and Family Studies, Adult Development
Pensacola Catholic High School 1993 — 1997
Charles Hunter Rudolph Charles Hunter Rudolph's Merrill Lynch Experience July 2013 - April 2014
Job Financial Advisor Wealth Management, UBS Financial Services
Industry Financial Services
Experience
UBS April 2014 - Present
Merrill Lynch July 2013 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Strategic Planning, Photoshop, Teamwork, Event Management, Advertising, Financial Modeling
Education
University of Alabama 2008 — 2012
General Business, Sales Specialization
St. Paul's High School 2003 — 2008
High School
UBS April 2014 - Present
Merrill Lynch July 2013 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Strategic Planning, Photoshop, Teamwork, Event Management, Advertising, Financial Modeling
Education
University of Alabama 2008 — 2012
General Business, Sales Specialization
St. Paul's High School 2003 — 2008
High School
Joshua Stephens's Merrill Lynch Experience August 2012 - July 2013
Job Commercial Business Analyst
Industry Oil & Energy
Experience
Oxbow January 2014 - Present
Oxbow 2013 - January 2015
Merrill Lynch August 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Windows, Outlook, Teamwork, Inventory Management, Sales, Analysis, Portfolio Management, Financial Analysis, Data Analysis, Accounting, Business Analysis, Finance, Forecasting, Financial Reporting, Investments, Trading, Bloomberg, Software Documentation, Valuation, Financial Modeling
Education
University of Alabama
Bachelor's degree, Finance and Economics Specializing in Investment Management
Oxbow January 2014 - Present
Oxbow 2013 - January 2015
Merrill Lynch August 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Windows, Outlook, Teamwork, Inventory Management, Sales, Analysis, Portfolio Management, Financial Analysis, Data Analysis, Accounting, Business Analysis, Finance, Forecasting, Financial Reporting, Investments, Trading, Bloomberg, Software Documentation, Valuation, Financial Modeling
Education
University of Alabama
Bachelor's degree, Finance and Economics Specializing in Investment Management
Catherine Drummond Lake's Merrill Lynch Experience January 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Sterne Agee July 2011 - December 2014
Education
University of Alabama 2007 — 2011
Finance, Banking and Financial Support Services
Merrill Lynch January 2015 - Present
Sterne Agee July 2011 - December 2014
Education
University of Alabama 2007 — 2011
Finance, Banking and Financial Support Services
Garrett Alton, ChFC, CLU's Merrill Lynch Experience 2008 - 2009
Job Managing Director BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
Chad Richey Chad Richey's Merrill Lynch Experience July 2014 - July 2015
Job Business Development Manager
Industry Recreational Facilities and Services
Experience
Orca Coolers August 2015 - Present
Merrill Lynch July 2014 - July 2015
Skills
Management, Business Development, Sales, Microsoft Office, Leadership, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Training
Education
University of Alabama 1987 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Alabama 1987 — 1992
BS Management, Business/Commerce, General
Orca Coolers August 2015 - Present
Merrill Lynch July 2014 - July 2015
Skills
Management, Business Development, Sales, Microsoft Office, Leadership, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Training
Education
University of Alabama 1987 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Alabama 1987 — 1992
BS Management, Business/Commerce, General
Kimberley (Dowdy) Fulcher, East Coast Practice Lead Kimberley (Dowdy) Fulcher, East Coast Practice Lead's Merrill Lynch Experience September 2007 - December 2008
Job Connecting Great Banking, Finance & Asset Management Clients in the Eastern U.S. with Top Talent
Industry Staffing and Recruiting
Experience
Johnson Search Group August 2014 - Present
Innovis September 2012 - August 2014
Grinkmeyer and Leonard Wealth Management February 2009 - September 2012
Commonwealth Financial Network February 2009 - September 2012
Merrill Lynch September 2007 - December 2008
Smith Barney March 2004 - September 2007
Skills
Finance, Strategic Financial..., Investments, Portfolio Management, Banking, Recruiting, Qualified Retirement..., Risk Management, Financial Services, Sales, Executive Sourcing, Retirement Plan..., Wealth Management, Fiduciary Services, Executive Search, Financial Planners, Financial Analysis, Credit, Sales Management, Financial Advisory, Leadership, Building Relationships, Strategic Consulting, Strategic Planning, Executive Sales..., Regulatory Guidelines, Compliance, Credit Unions, Interviews, Quantitative Risk..., Credit Risk, Enterprise Risk..., Quantitative Models, Statistical Modeling, Capital Markets, Asset Management, Talent Acquisition, CCAR, Econometrics, Vetting, IT Recruitment, Financial Modeling, Basel III, Data Analysis, Model Development, Model Validation, Financial Planning, Retirement Planning
Education
University of Alabama at Birmingham 1994 — 1996
Masters, Public Health Education and Promotion, 4.0
University of Alabama 1989 — 1993
Bachelor's, Sports Fitness Management
Johnson Search Group August 2014 - Present
Innovis September 2012 - August 2014
Grinkmeyer and Leonard Wealth Management February 2009 - September 2012
Commonwealth Financial Network February 2009 - September 2012
Merrill Lynch September 2007 - December 2008
Smith Barney March 2004 - September 2007
Skills
Finance, Strategic Financial..., Investments, Portfolio Management, Banking, Recruiting, Qualified Retirement..., Risk Management, Financial Services, Sales, Executive Sourcing, Retirement Plan..., Wealth Management, Fiduciary Services, Executive Search, Financial Planners, Financial Analysis, Credit, Sales Management, Financial Advisory, Leadership, Building Relationships, Strategic Consulting, Strategic Planning, Executive Sales..., Regulatory Guidelines, Compliance, Credit Unions, Interviews, Quantitative Risk..., Credit Risk, Enterprise Risk..., Quantitative Models, Statistical Modeling, Capital Markets, Asset Management, Talent Acquisition, CCAR, Econometrics, Vetting, IT Recruitment, Financial Modeling, Basel III, Data Analysis, Model Development, Model Validation, Financial Planning, Retirement Planning
Education
University of Alabama at Birmingham 1994 — 1996
Masters, Public Health Education and Promotion, 4.0
University of Alabama 1989 — 1993
Bachelor's, Sports Fitness Management
Lori Beth McAlpin's Merrill Lynch Experience September 2009 - December 2009
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Bryant Dental May 2013 - January 2015
Polyplex May 2012 - February 2013
Sterne Agee November 2011 - December 2011
Infinity Software Solutions June 2010 - October 2011
Outback Steakhouse March 2009 - June 2011
Merrill Lynch September 2009 - December 2009
Skills
Administration, Analysis, Banking, Customer Service, Finance, Financial Services, Marketing, Microsoft Office, Sales, Time Management, Microsoft Word, Mutual Funds, Microsoft Excel, Communication, Data Entry, Event Planning, Social Media, Start-ups, Leadership
Education
University of Alabama 2008 — 2010
BS in Commerce and Business Administration, Finance; Banking and Financial Services; Economics, Banking, Corporate, Finance, and Securities Law
University of North Alabama 2006 — 2008
Buisness
Morgan Stanley February 2015 - Present
Bryant Dental May 2013 - January 2015
Polyplex May 2012 - February 2013
Sterne Agee November 2011 - December 2011
Infinity Software Solutions June 2010 - October 2011
Outback Steakhouse March 2009 - June 2011
Merrill Lynch September 2009 - December 2009
Skills
Administration, Analysis, Banking, Customer Service, Finance, Financial Services, Marketing, Microsoft Office, Sales, Time Management, Microsoft Word, Mutual Funds, Microsoft Excel, Communication, Data Entry, Event Planning, Social Media, Start-ups, Leadership
Education
University of Alabama 2008 — 2010
BS in Commerce and Business Administration, Finance; Banking and Financial Services; Economics, Banking, Corporate, Finance, and Securities Law
University of North Alabama 2006 — 2008
Buisness
Nickey Simmons Nickey Simmons's Merrill Lynch Experience April 2014 - July 2015
Job Technology Support
Industry Banking
Experience
Merrill Lynch April 2014 - July 2015
Merrill Lynch July 2010 - April 2014
Bank of America July 2008 - July 2010
Skills
Vendor Management, Customer Service, Business Analysis, Financial Services, Wealth Management
Education
Central Peidmont College 2012 — 2017
Associates in Business Administration, Business, Management, Marketing, and Related Support Services, 3.4 GPA
University of Alabama in Huntsville 2004 — 2006
Human Resources Management/Personnel Administration, General
Alabama A&M University 2002 — 2004
Human Resources Management/Personnel Administration, General
Merrill Lynch April 2014 - July 2015
Merrill Lynch July 2010 - April 2014
Bank of America July 2008 - July 2010
Skills
Vendor Management, Customer Service, Business Analysis, Financial Services, Wealth Management
Education
Central Peidmont College 2012 — 2017
Associates in Business Administration, Business, Management, Marketing, and Related Support Services, 3.4 GPA
University of Alabama in Huntsville 2004 — 2006
Human Resources Management/Personnel Administration, General
Alabama A&M University 2002 — 2004
Human Resources Management/Personnel Administration, General
Jordan Colbert's Merrill Lynch Experience January 2015 - April 2015
Job Cost Controlling Intern at Volkswagen of America, Inc
Industry Financial Services
Experience
Volkswagen of America, Inc August 2015 - Present
BlueCross BlueShield of Tennessee May 2015 - August 2015
The University of Alabama May 2012 - May 2015
Merrill Lynch January 2015 - April 2015
Skills
Microsoft Excel, Quantitative Economics, People Skills, Analytical Reasoning, Eviews, Bloomberg Terminal, Microsoft Office, VBA, Minitab, Microsoft Word, PowerPoint, Public Speaking, Management, Data Analysis
Education
University of Alabama 2011 — 2015
Bachelor's Degree, Finance and Economics, 4.1/4.3
Volkswagen of America, Inc August 2015 - Present
BlueCross BlueShield of Tennessee May 2015 - August 2015
The University of Alabama May 2012 - May 2015
Merrill Lynch January 2015 - April 2015
Skills
Microsoft Excel, Quantitative Economics, People Skills, Analytical Reasoning, Eviews, Bloomberg Terminal, Microsoft Office, VBA, Minitab, Microsoft Word, PowerPoint, Public Speaking, Management, Data Analysis
Education
University of Alabama 2011 — 2015
Bachelor's Degree, Finance and Economics, 4.1/4.3
Caitlyn Ryan's Merrill Lynch Experience May 2012 - June 2012
Job Marketing Content ManagerCloud, WW Power Systems
Industry Marketing and Advertising
Experience
IBM April 2015 - Present
IBM November 2014 - April 2015
Weber Shandwick May 2014 - September 2014
Habitat for Humanity August 2013 - May 2014
Alabama High School Athletic Association August 2013 - December 2013
Royal Caribbean Cruises, Ltd. June 2013 - August 2013
Rent The Runway January 2012 - May 2013
Merrill Lynch May 2012 - June 2012
Mad 4 Marketing May 2012 - June 2012
Turnberry Associates June 2011 - August 2011
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Sales, Blogging, Microsoft Word, Microsoft Excel, PowerPoint, Public Relations, Marketing Strategy, Microsoft Office, Retail Sales, Cold Calling, Brand Awareness, Social Networking, Netw, Networking, Outlook, social media strategy, Social Media..., Social Media Blogging, Social Media Measurement, Small Business Marketing, Product Marketing, Marketing Management, Event Planning, Management, Leadership, Strategy, Content Marketing, Marketing..., Strategic Marketing, Technology Marketing
Education
University of Alabama 2013 — 2014
Master's degree, Marketing
University of Florida - Warrington College Of Business 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Florida State University 2012 — 2012
London Study Abroad, Business Law
St. Thomas Aquinas High School 2005 — 2009
IBM April 2015 - Present
IBM November 2014 - April 2015
Weber Shandwick May 2014 - September 2014
Habitat for Humanity August 2013 - May 2014
Alabama High School Athletic Association August 2013 - December 2013
Royal Caribbean Cruises, Ltd. June 2013 - August 2013
Rent The Runway January 2012 - May 2013
Merrill Lynch May 2012 - June 2012
Mad 4 Marketing May 2012 - June 2012
Turnberry Associates June 2011 - August 2011
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Sales, Blogging, Microsoft Word, Microsoft Excel, PowerPoint, Public Relations, Marketing Strategy, Microsoft Office, Retail Sales, Cold Calling, Brand Awareness, Social Networking, Netw, Networking, Outlook, social media strategy, Social Media..., Social Media Blogging, Social Media Measurement, Small Business Marketing, Product Marketing, Marketing Management, Event Planning, Management, Leadership, Strategy, Content Marketing, Marketing..., Strategic Marketing, Technology Marketing
Education
University of Alabama 2013 — 2014
Master's degree, Marketing
University of Florida - Warrington College Of Business 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Florida State University 2012 — 2012
London Study Abroad, Business Law
St. Thomas Aquinas High School 2005 — 2009
Jack York's Merrill Lynch Experience May 2015 - Present
Job Private Wealth Management Intern at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2015 - Present
Culverhouse Investment Management Group January 2015 - Present
Sigma Phi Epsilon Fraternity December 2014 - Present
Alaska Travel Adventures May 2014 - August 2014
Evers Welding November 2012 - August 2013
Skills
Leadership, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Time Management, Social Media, Communication, Facebook, Financial Analysis
Education
University of Alabama 2013 — 2017
Bachelor’s Degree, Economics and Finance, Junior
Merrill Lynch May 2015 - Present
Culverhouse Investment Management Group January 2015 - Present
Sigma Phi Epsilon Fraternity December 2014 - Present
Alaska Travel Adventures May 2014 - August 2014
Evers Welding November 2012 - August 2013
Skills
Leadership, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Time Management, Social Media, Communication, Facebook, Financial Analysis
Education
University of Alabama 2013 — 2017
Bachelor’s Degree, Economics and Finance, Junior
Michael Nimeth Michael Nimeth's Merrill Lynch Experience July 2000 - July 2008
Job Implementation Program Manager at Digital Realty
Industry Information Technology and Services
Experience
Digital Realty June 2015 - Present
Dignity Health June 2014 - May 2015
Global Technology Solutions Group - GTSG July 2013 - May 2014
Global Technology Solutions Group - GTSG October 2011 - August 2013
Expedia June 2010 - September 2011
Expedia August 2008 - May 2010
Merrill Lynch July 2000 - July 2008
East Coast Panel Boards January 2000 - July 2000
Clive Samuels & Associates February 1999 - January 2000
Electrical Designs Incorporated May 1997 - March 1999
Skills
Infrastructure..., Vendor Management, Project Management, Data Center, Disaster Recovery, IT Operations, Business Continuity, Management, Security, Virtualization, IT Service Management, ITIL, Servers, IT Management, IT Strategy, Enterprise Software, Troubleshooting, Hardware, Cloud Computing, Information Technology, Infrastructure, Enterprise Architecture, VMware, Program Management, Cisco Technologies, Integration, System Deployment, Information Architecture, Active Directory, Solution Architecture, Windows Server, High Availability, Service Delivery, SharePoint
Education
University of Advancing Technology 1997 — 1998
Associates, Animation
Brick Computer Science institute 1995 — 1997
Certificate, Computer Aided Design
Brick Memorial High School 1988 — 1992
University of Phoenix
Bachelors, Management
Digital Realty June 2015 - Present
Dignity Health June 2014 - May 2015
Global Technology Solutions Group - GTSG July 2013 - May 2014
Global Technology Solutions Group - GTSG October 2011 - August 2013
Expedia June 2010 - September 2011
Expedia August 2008 - May 2010
Merrill Lynch July 2000 - July 2008
East Coast Panel Boards January 2000 - July 2000
Clive Samuels & Associates February 1999 - January 2000
Electrical Designs Incorporated May 1997 - March 1999
Skills
Infrastructure..., Vendor Management, Project Management, Data Center, Disaster Recovery, IT Operations, Business Continuity, Management, Security, Virtualization, IT Service Management, ITIL, Servers, IT Management, IT Strategy, Enterprise Software, Troubleshooting, Hardware, Cloud Computing, Information Technology, Infrastructure, Enterprise Architecture, VMware, Program Management, Cisco Technologies, Integration, System Deployment, Information Architecture, Active Directory, Solution Architecture, Windows Server, High Availability, Service Delivery, SharePoint
Education
University of Advancing Technology 1997 — 1998
Associates, Animation
Brick Computer Science institute 1995 — 1997
Certificate, Computer Aided Design
Brick Memorial High School 1988 — 1992
University of Phoenix
Bachelors, Management
David Tereshkow David Tereshkow's Merrill Lynch Experience January 2008 - May 2008
Job
Industry Civil Engineering
Experience
Gayron de Bruin January 2013 - Present
Bloomberg September 2010 - May 2012
Silver Point Capital August 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Commodity Markets, Microsoft Word, Entrepreneurship, Energy Derivatives, Hedge Funds, Bloomberg, Derivatives, Customer Service, Client Liaison, Idea Generation, Financial Modeling
Education
University of Alabama 2004 — 2008
Bachelor's Degree, Finance & Economics, with Honors
Gayron de Bruin January 2013 - Present
Bloomberg September 2010 - May 2012
Silver Point Capital August 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Commodity Markets, Microsoft Word, Entrepreneurship, Energy Derivatives, Hedge Funds, Bloomberg, Derivatives, Customer Service, Client Liaison, Idea Generation, Financial Modeling
Education
University of Alabama 2004 — 2008
Bachelor's Degree, Finance & Economics, with Honors
Andrew Nail's Merrill Lynch Experience May 2011 - August 2011
Job Financial Analyst Capital Planning at BBVA Compass
Industry Banking
Experience
BBVA Compass April 2014 - Present
BBVA Compass July 2012 - April 2014
Culverhouse Investment Management Group January 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
CCAR, Financial Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investments, Forecasting, Financial Risk, Analysis, Statistics, Finance, Banking, Data Analysis, Equities, Research, Microsoft Office, Teamwork, Access, Economics, Valuation, Financial Modeling, Credit Analysis, Credit, Microsoft Word, Public Speaking, SPSS, Time Management, Equity Research, Derivatives, Portfolio Management
Education
University of Alabama 2007 — 2011
Bachelor of Commerce and Business Administration, Finance
BBVA Compass April 2014 - Present
BBVA Compass July 2012 - April 2014
Culverhouse Investment Management Group January 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
CCAR, Financial Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investments, Forecasting, Financial Risk, Analysis, Statistics, Finance, Banking, Data Analysis, Equities, Research, Microsoft Office, Teamwork, Access, Economics, Valuation, Financial Modeling, Credit Analysis, Credit, Microsoft Word, Public Speaking, SPSS, Time Management, Equity Research, Derivatives, Portfolio Management
Education
University of Alabama 2007 — 2011
Bachelor of Commerce and Business Administration, Finance
Dawn Haviland Dawn Haviland's Merrill Lynch Experience May 1996 - August 1996
Job Brand Building and Shopper Capability Associate Director at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble August 1998 - Present
Coopers & Lybrand May 1997 - August 1997
Merrill Lynch May 1996 - August 1996
Skills
Forecasting, Market Research, Business Strategy, Consumer Products, Market Planning, Talent Management, Management, Competitive Analysis, Sales, Analysis, Cross-functional Team..., Customer Insight, Strategy, Budgets, Retail, Segmentation, Customer Service, Product Development, Marketing Research, Consumer Behaviour, Market Analysis, Brand Management, Team Building, Marketing Management, Shopper Marketing, Marketing, Marketing Strategy
Education
University of Alabama 1996 — 1998
MBA, Strategy
University of Alabama 1993 — 1997
BS, Management
Alabama School of Math & Science 1991 — 1993
Procter & Gamble August 1998 - Present
Coopers & Lybrand May 1997 - August 1997
Merrill Lynch May 1996 - August 1996
Skills
Forecasting, Market Research, Business Strategy, Consumer Products, Market Planning, Talent Management, Management, Competitive Analysis, Sales, Analysis, Cross-functional Team..., Customer Insight, Strategy, Budgets, Retail, Segmentation, Customer Service, Product Development, Marketing Research, Consumer Behaviour, Market Analysis, Brand Management, Team Building, Marketing Management, Shopper Marketing, Marketing, Marketing Strategy
Education
University of Alabama 1996 — 1998
MBA, Strategy
University of Alabama 1993 — 1997
BS, Management
Alabama School of Math & Science 1991 — 1993
Steve McKinley Steve McKinley's Merrill Lynch Experience August 2013 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Analysis, Strategic Financial..., Business Analytics, Analytics, Portfolio Management, Financial Advisory, Management
Education
University of Alabama 2012 — 2013
Master of Arts in Applied Economics, Economics and Statistics
University of Alabama 2008 — 2012
Bachelor of Science in Commerce and Business Administration, Finance
Merrill Lynch August 2013 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Analysis, Strategic Financial..., Business Analytics, Analytics, Portfolio Management, Financial Advisory, Management
Education
University of Alabama 2012 — 2013
Master of Arts in Applied Economics, Economics and Statistics
University of Alabama 2008 — 2012
Bachelor of Science in Commerce and Business Administration, Finance
Tate Thomas's Merrill Lynch Experience June 2013 - August 2013
Job Chief Implementation Officer at University of Alabama Student Government Association
Industry Civil Engineering
Experience
University of Alabama Student Government Association May 2014 - Present
Merrill Lynch June 2013 - August 2013
Morris Building Constructors, Inc. June 2012 - August 2012
Skills
Civil Engineering, AutoCAD, Microsoft Office, Microsoft Excel, Microsoft Word, Matlab, Windows, Construction
Education
University of Alabama 2012 — 2016
Master of Business Administration (MBA)
University of Alabama 2012 — 2016
Bachelor's degree, Civil Engineering
University of Alabama Student Government Association May 2014 - Present
Merrill Lynch June 2013 - August 2013
Morris Building Constructors, Inc. June 2012 - August 2012
Skills
Civil Engineering, AutoCAD, Microsoft Office, Microsoft Excel, Microsoft Word, Matlab, Windows, Construction
Education
University of Alabama 2012 — 2016
Master of Business Administration (MBA)
University of Alabama 2012 — 2016
Bachelor's degree, Civil Engineering
Julianna Vaughn's Merrill Lynch Experience May 2007 - August 2007
Job Therapeutic Nutrition Specialist at Abbott Nutrition
Industry Hospital & Health Care
Experience
Abbott Nutrition April 2012 - Present
HealthSpring March 2011 - April 2012
Red Diamond January 2010 - March 2011
Red Diamond August 2010 - February 2011
2009-2010The Performance Group July 2009 - December 2010
Willis Re July 2008 - July 2009
Merrill Lynch May 2007 - August 2007
Physician Medical Center Carraway May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Budgets, Microsoft Word, Microsoft Office, Strategic Planning, Healthcare, Sales, Process Improvement, Account Management, Project Management, Access, Management, Event Planning, Research, Project Planning, Recruiting
Education
University of Alabama at Birmingham 2009 — 2012
Master of Science (M.S.), Master of Science in Health Adminstration, 3.54
University of Alabama at Birmingham 2009 — 2011
Master of Business Administration (MBA), Business, 3.54
University of Alabama 2004 — 2008
Finance, Real Estate, 3.74
Abbott Nutrition April 2012 - Present
HealthSpring March 2011 - April 2012
Red Diamond January 2010 - March 2011
Red Diamond August 2010 - February 2011
2009-2010The Performance Group July 2009 - December 2010
Willis Re July 2008 - July 2009
Merrill Lynch May 2007 - August 2007
Physician Medical Center Carraway May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Budgets, Microsoft Word, Microsoft Office, Strategic Planning, Healthcare, Sales, Process Improvement, Account Management, Project Management, Access, Management, Event Planning, Research, Project Planning, Recruiting
Education
University of Alabama at Birmingham 2009 — 2012
Master of Science (M.S.), Master of Science in Health Adminstration, 3.54
University of Alabama at Birmingham 2009 — 2011
Master of Business Administration (MBA), Business, 3.54
University of Alabama 2004 — 2008
Finance, Real Estate, 3.74
Joseph Attaway, MBA Joseph Attaway, MBA's Merrill Lynch Experience May 2000 - August 2000
Job Exploring New Opportunities in Finance, Accounting, and IT
Industry Information Technology and Services
Experience
Self Employed September 2003 - Present
Somatogenics September 2012 - Present
Incare IT FKA InLine April 2012 - Present
USNMC 2009 - 2013
Diagnostic Health Corporation August 2007 - September 2010
Stene,Agee, and Leach Inc March 2002 - August 2007
SouthTrust Bank March 2001 - January 2002
Merrill Lynch May 2000 - August 2000
Skills
Cash Management, Forecasting, Financial Analysis, Financial Modeling, Investments, Accounting, Business Strategy, Treasury Management, Corporate Finance, Banking, Data Analysis, Contract Negotiation, Accounts Receivable, Portfolio Management, Credit, Process Improvement, Excel Expert, Funding, Debt, ConnectWise, Credit Analysis, Capital Markets, Trading, Sage Abra HRMS, Risk Analysis, Great Plains Software, SQL Report Writing, Interest Rate Swaps, Business Valuation, Asset Based Lending, Purchase Accounting, Financial Management, Risk Management, Financial Reporting, Due Diligence, Asset Management, Risk, Compliance, Cash Flow, General Ledger, Executive Management, Equities, Restructuring, Budgeting, Fixed Income, Business Planning, Business Analysis, Management Consulting, Insurance, Microsoft SPLA Reporting
Education
University of Alabama at Birmingham 2005 — 2007
MBA, Finance
University of Alabama at Birmingham 1999 — 2001
BS Cum Laude, Finance
Gadsden State Community College 1997 — 1999
AS, Business
Steele
Self Employed September 2003 - Present
Somatogenics September 2012 - Present
Incare IT FKA InLine April 2012 - Present
USNMC 2009 - 2013
Diagnostic Health Corporation August 2007 - September 2010
Stene,Agee, and Leach Inc March 2002 - August 2007
SouthTrust Bank March 2001 - January 2002
Merrill Lynch May 2000 - August 2000
Skills
Cash Management, Forecasting, Financial Analysis, Financial Modeling, Investments, Accounting, Business Strategy, Treasury Management, Corporate Finance, Banking, Data Analysis, Contract Negotiation, Accounts Receivable, Portfolio Management, Credit, Process Improvement, Excel Expert, Funding, Debt, ConnectWise, Credit Analysis, Capital Markets, Trading, Sage Abra HRMS, Risk Analysis, Great Plains Software, SQL Report Writing, Interest Rate Swaps, Business Valuation, Asset Based Lending, Purchase Accounting, Financial Management, Risk Management, Financial Reporting, Due Diligence, Asset Management, Risk, Compliance, Cash Flow, General Ledger, Executive Management, Equities, Restructuring, Budgeting, Fixed Income, Business Planning, Business Analysis, Management Consulting, Insurance, Microsoft SPLA Reporting
Education
University of Alabama at Birmingham 2005 — 2007
MBA, Finance
University of Alabama at Birmingham 1999 — 2001
BS Cum Laude, Finance
Gadsden State Community College 1997 — 1999
AS, Business
Steele
Joshua Slocum, CFP® Joshua Slocum, CFP®'s Merrill Lynch Experience January 2010 - December 2014
Job Senior Financial Advisor at Clark Financial Advisors
Industry Investment Management
Experience
Clark Financial Advisors December 2014 - Present
Merrill Lynch January 2010 - December 2014
Merrill Lynch January 2006 - December 2014
Skills
Series 7, Retirement Planning, Alternative Investments, Mutual Funds, Wealth Management..., Retirement, Strategic Financial..., Asset Management, Securities, FINRA, Financial Services, Wealth Management, Portfolio Management, Investments, Investment Strategies, Pensions, Series 63, High Net Worth..., Series 6, 401k, Financial Advisory, Fixed Annuities, Estate Planning, Investment Advisory, Investment Management, Equities, Fixed Income, Asset Allocation, Financial Planners, Uniform Combined State..., Series 65, Life Insurance, IRAs, Personal Financial..., Wealth Accumulation, Insurance, 401k Rollovers, Long-term Care, Wealth, Finance, Relationship Management, Financial Analysis, Bonds, Credit, Mortgage Lending, Capital Markets, Financial Modeling, ETFs, Certified Financial..., Loans
Education
University of Alabama 2000 — 2004
Bachelor, History, Political Science
Clark Financial Advisors December 2014 - Present
Merrill Lynch January 2010 - December 2014
Merrill Lynch January 2006 - December 2014
Skills
Series 7, Retirement Planning, Alternative Investments, Mutual Funds, Wealth Management..., Retirement, Strategic Financial..., Asset Management, Securities, FINRA, Financial Services, Wealth Management, Portfolio Management, Investments, Investment Strategies, Pensions, Series 63, High Net Worth..., Series 6, 401k, Financial Advisory, Fixed Annuities, Estate Planning, Investment Advisory, Investment Management, Equities, Fixed Income, Asset Allocation, Financial Planners, Uniform Combined State..., Series 65, Life Insurance, IRAs, Personal Financial..., Wealth Accumulation, Insurance, 401k Rollovers, Long-term Care, Wealth, Finance, Relationship Management, Financial Analysis, Bonds, Credit, Mortgage Lending, Capital Markets, Financial Modeling, ETFs, Certified Financial..., Loans
Education
University of Alabama 2000 — 2004
Bachelor, History, Political Science
Jason Dabbs Jason Dabbs's Merrill Lynch Experience January 2008 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Skills
Investments, Strategic Financial..., Portfolio Management, Life Insurance, Insurance, Loans, Risk Management, Credit, Commercial Lending, Financial Analysis, Asset Management, Retirement Planning, Mortgage Lending, Securities, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Estate Planning, Retirement, Financial Planning, Fixed Income, Financial Advisory, IRAs, Alternative Investments, Finance
Education
University of Alabama 1997 — 2002
Marketing
UMS-WRIGHT 1984 — 1997
Merrill Lynch January 2008 - Present
Skills
Investments, Strategic Financial..., Portfolio Management, Life Insurance, Insurance, Loans, Risk Management, Credit, Commercial Lending, Financial Analysis, Asset Management, Retirement Planning, Mortgage Lending, Securities, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Estate Planning, Retirement, Financial Planning, Fixed Income, Financial Advisory, IRAs, Alternative Investments, Finance
Education
University of Alabama 1997 — 2002
Marketing
UMS-WRIGHT 1984 — 1997
Janie Enloe's Merrill Lynch Experience April 2011 - August 2011
Job Employee Programs Coordinator at Transocean
Industry Public Relations and Communications
Experience
Transocean November 2014 - Present
National Oilwell Varco June 2014 - September 2014
Western General August 2012 - June 2014
Pappas Restaurants, Inc. January 2008 - December 2011
Merrill Lynch April 2011 - August 2011
Skills
Microsoft Excel, InDesign, Photoshop, Illustrator, Quicken, PowerPoint, Microsoft Word, Facebook, Ap Style, Microsoft Office, Event Planning, Adobe Creative Suite
Education
University of Alabama 2008 — 2012
Bachelor of Arts in Communication, Public Relations/Image Management
Transocean November 2014 - Present
National Oilwell Varco June 2014 - September 2014
Western General August 2012 - June 2014
Pappas Restaurants, Inc. January 2008 - December 2011
Merrill Lynch April 2011 - August 2011
Skills
Microsoft Excel, InDesign, Photoshop, Illustrator, Quicken, PowerPoint, Microsoft Word, Facebook, Ap Style, Microsoft Office, Event Planning, Adobe Creative Suite
Education
University of Alabama 2008 — 2012
Bachelor of Arts in Communication, Public Relations/Image Management
Satish Shikhare Satish Shikhare's Merrill Lynch Experience September 2011 - March 2014
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Merrill Lynch September 2011 - March 2014
Bank of America / Merrill Lynch March 2010 - September 2011
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation April 2009 - March 2010
Merrill Lynch February 2007 - March 2009
Merrill Lynch December 2006 - February 2007
Merrill Lynch January 2000 - December 2006
Merrill Lynch October 1996 - December 1999
Intergraph Corporation September 1990 - September 1996
National Center For Software Technology April 1986 - September 1988
Skills
Vendor Management, Agile Methodologies, Investments, Wealth Management, Portfolio Management, SOA, Program Management, SDLC, Software Project..., Management, Integration, Requirements Analysis, Capital Markets, Enterprise Architecture, Outsourcing, Architecture, IT Strategy, Testing, Business Analysis, Software Development, Analysis, IT Management, Databases, retirement income, Investment Portfolio, annuities, Banking, Mutual Funds, Project Portfolio..., Business Development, Relationship Management, Financial Services, Asset Allocation, Trading Systems, Strategy
Education
University of Alabama in Huntsville 1990 — 1991
MS, Computer Science
University of Bombay 1984 — 1987
BE, Electronics Engineering
Balmohan Vidyamandir
Morgan Stanley March 2014 - Present
Merrill Lynch September 2011 - March 2014
Bank of America / Merrill Lynch March 2010 - September 2011
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation April 2009 - March 2010
Merrill Lynch February 2007 - March 2009
Merrill Lynch December 2006 - February 2007
Merrill Lynch January 2000 - December 2006
Merrill Lynch October 1996 - December 1999
Intergraph Corporation September 1990 - September 1996
National Center For Software Technology April 1986 - September 1988
Skills
Vendor Management, Agile Methodologies, Investments, Wealth Management, Portfolio Management, SOA, Program Management, SDLC, Software Project..., Management, Integration, Requirements Analysis, Capital Markets, Enterprise Architecture, Outsourcing, Architecture, IT Strategy, Testing, Business Analysis, Software Development, Analysis, IT Management, Databases, retirement income, Investment Portfolio, annuities, Banking, Mutual Funds, Project Portfolio..., Business Development, Relationship Management, Financial Services, Asset Allocation, Trading Systems, Strategy
Education
University of Alabama in Huntsville 1990 — 1991
MS, Computer Science
University of Bombay 1984 — 1987
BE, Electronics Engineering
Balmohan Vidyamandir
Jim Andersen's Merrill Lynch Experience May 2007 - August 2007
Job AVP, Commercial Banking
Industry Banking
Experience
CSB April 2013 - Present
CSB February 2012 - March 2013
UCBI June 2009 - January 2012
Merrill Lynch May 2007 - August 2007
Skills
Commercial Banking, Portfolio Management, Credit, Finance, Banking, Commercial Lending, Financial Analysis, Relationship Management, Management, Derivatives, Mergers & Acquisitions, Interest Rate Swaps, Interest Rate Hedging, Capital Markets, Financial Advisory, Corporate Finance, Business Loans, Financial Risk..., Secured Financing, Interest Rate Risk..., Interest Rate..., Community Banking, Growth Capital, Strategic Financial..., Debt, Debt Restructuring, Business Acquisition..., Cash Management, Underwriting, Financial Planning
Education
University of Alabama 2003 — 2008
Bachelors, Finance
Wesleyan 1996 — 2003
CSB April 2013 - Present
CSB February 2012 - March 2013
UCBI June 2009 - January 2012
Merrill Lynch May 2007 - August 2007
Skills
Commercial Banking, Portfolio Management, Credit, Finance, Banking, Commercial Lending, Financial Analysis, Relationship Management, Management, Derivatives, Mergers & Acquisitions, Interest Rate Swaps, Interest Rate Hedging, Capital Markets, Financial Advisory, Corporate Finance, Business Loans, Financial Risk..., Secured Financing, Interest Rate Risk..., Interest Rate..., Community Banking, Growth Capital, Strategic Financial..., Debt, Debt Restructuring, Business Acquisition..., Cash Management, Underwriting, Financial Planning
Education
University of Alabama 2003 — 2008
Bachelors, Finance
Wesleyan 1996 — 2003
Dustin Fidaleo's Merrill Lynch Experience April 2012 - August 2012
Job GE Capital FMP
Industry Financial Services
Experience
GE Capital August 2015 - Present
GE Capital January 2015 - August 2015
GE Capital September 2014 - January 2015
Sylvester Jones Career Center August 2011 - May 2014
Northwestern Mutual May 2013 - August 2013
Merrill Lynch April 2012 - August 2012
Skills
Time Management, Customer Service, Accounting, Finance, Research, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Investments, Teamwork, Leadership, Social Media, Public Speaking, Social Networking
Education
University of Alabama 2010 — 2014
Bachelor of Science, Commerce and Business Administration; Finance
University of Alabama
GE Capital August 2015 - Present
GE Capital January 2015 - August 2015
GE Capital September 2014 - January 2015
Sylvester Jones Career Center August 2011 - May 2014
Northwestern Mutual May 2013 - August 2013
Merrill Lynch April 2012 - August 2012
Skills
Time Management, Customer Service, Accounting, Finance, Research, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Investments, Teamwork, Leadership, Social Media, Public Speaking, Social Networking
Education
University of Alabama 2010 — 2014
Bachelor of Science, Commerce and Business Administration; Finance
University of Alabama
Martin Pender's Merrill Lynch Experience August 1998 - November 2001
Job Wealth Management and Real Estate Consultant
Industry Financial Services
Experience
GP2 May 2006 - Present
UBS December 2001 - May 2006
Merrill Lynch August 1998 - November 2001
Skills
Private Banking, Financial Advisory, Asset Allocation, High Net Worth..., Investments, Equities, Hedge Funds, Capital Markets, Derivatives, Corporate Finance, Credit, Investment Advisory, Series 7, Risk Management, Asset Managment, Alternative Investments, Emerging Markets, Investment Strategies, Options, Asset Management, Banking
Education
University of Aberdeen 1982 — 1986
Bachelor of Laws (LLB)
Glenalmond 1976 — 1981
GP2 May 2006 - Present
UBS December 2001 - May 2006
Merrill Lynch August 1998 - November 2001
Skills
Private Banking, Financial Advisory, Asset Allocation, High Net Worth..., Investments, Equities, Hedge Funds, Capital Markets, Derivatives, Corporate Finance, Credit, Investment Advisory, Series 7, Risk Management, Asset Managment, Alternative Investments, Emerging Markets, Investment Strategies, Options, Asset Management, Banking
Education
University of Aberdeen 1982 — 1986
Bachelor of Laws (LLB)
Glenalmond 1976 — 1981
Ed Valle's Merrill Lynch Experience 2002 - 2005
Job Managing Director at Cary Street Partners
Industry Financial Services
Experience
Cary Street Partners December 2013 - Present
RiverStone Financial Group May 2005 - December 2013
Merrill Lynch 2002 - 2005
Wachovia Securities 2000 - 2002
Team Logistics, Inc. 1992 - 1998
Skills
Financial Modeling, Asset Managment, Investments, Strategic Financial..., Equities, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Securities, Alternative Investments, Mergers, Mergers & Acquisitions, Asset Management, Financial Statements, Strategic Partnerships, Finance, Strategic Planning, Management, Entrepreneurship, Financial Reporting, Business Strategy, Marketing Strategy, Cash Management, Internal Controls, Wealth Management, Small Business, Team Building, Start-ups, Leadership, Contract Negotiation, Strategy, Business Development
Education
University of Alabama 1971 — 1975
Bachelor of Science, Accounting
Cary Street Partners December 2013 - Present
RiverStone Financial Group May 2005 - December 2013
Merrill Lynch 2002 - 2005
Wachovia Securities 2000 - 2002
Team Logistics, Inc. 1992 - 1998
Skills
Financial Modeling, Asset Managment, Investments, Strategic Financial..., Equities, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Securities, Alternative Investments, Mergers, Mergers & Acquisitions, Asset Management, Financial Statements, Strategic Partnerships, Finance, Strategic Planning, Management, Entrepreneurship, Financial Reporting, Business Strategy, Marketing Strategy, Cash Management, Internal Controls, Wealth Management, Small Business, Team Building, Start-ups, Leadership, Contract Negotiation, Strategy, Business Development
Education
University of Alabama 1971 — 1975
Bachelor of Science, Accounting
Marat Ochakovskiy's Merrill Lynch Experience August 2007 - June 2008
Job Solution Architect (IDM) at Abbott
Industry Information Technology and Services
Experience
Abbott July 2013 - Present
Mycroft Inc. September 2012 - July 2013
Intel Corporation February 2011 - October 2012
Bank of America December 2009 - February 2011
Gerson Lehrman Group 2007 - 2009
Merrill Lynch August 2007 - June 2008
Broadband Maritime 2005 - 2007
Skills
Siteminder, SSO, SOA, SAML, Security, B-Mac, IPS, TDM, IIS, Apache, RHE, PMP, Inmarsat, IP, Citrix, WS, SAN, iSCSI, NAS, IDM, LDAP, XenApp, Hyper-V, Federation Manager, XSS, H323, SIP, OpenSAML, vSphere, UDDI, OpenID, x.509, XML, Perl, VMware, VoIP, Oracle OIF, Oracle OAM, Identity Management, DNS, Disaster Recovery, VPN, Data Center, Cloud Computing, Firewalls, Unix, Network Security, Cisco Technologies, Solution Architecture, Infrastructure
Education
State University of New York at Buffalo 2000 — 2004
BS, Biochemistry/Bioinformatics
State University of New York at Buffalo
Abbott July 2013 - Present
Mycroft Inc. September 2012 - July 2013
Intel Corporation February 2011 - October 2012
Bank of America December 2009 - February 2011
Gerson Lehrman Group 2007 - 2009
Merrill Lynch August 2007 - June 2008
Broadband Maritime 2005 - 2007
Skills
Siteminder, SSO, SOA, SAML, Security, B-Mac, IPS, TDM, IIS, Apache, RHE, PMP, Inmarsat, IP, Citrix, WS, SAN, iSCSI, NAS, IDM, LDAP, XenApp, Hyper-V, Federation Manager, XSS, H323, SIP, OpenSAML, vSphere, UDDI, OpenID, x.509, XML, Perl, VMware, VoIP, Oracle OIF, Oracle OAM, Identity Management, DNS, Disaster Recovery, VPN, Data Center, Cloud Computing, Firewalls, Unix, Network Security, Cisco Technologies, Solution Architecture, Infrastructure
Education
State University of New York at Buffalo 2000 — 2004
BS, Biochemistry/Bioinformatics
State University of New York at Buffalo
Patrick Nihill's Merrill Lynch Experience 2007 - 2007
Job Financial Engineer at First Derivatives PLC
Industry Computer Software
Experience
First Derivatives PLC July 2007 - Present
Deecal International January 2007 - July 2007
LeT Systems June 2004 - January 2007
Merrill Lynch 2007 - 2007
Skills
KDB, Java, Linux, XML, C++, Market Data, Unix, C, Equities, Multithreading, Python, Eclipse, J2EE, Software Development
Education
University College Cork 1997 — 2004
First Derivatives PLC July 2007 - Present
Deecal International January 2007 - July 2007
LeT Systems June 2004 - January 2007
Merrill Lynch 2007 - 2007
Skills
KDB, Java, Linux, XML, C++, Market Data, Unix, C, Equities, Multithreading, Python, Eclipse, J2EE, Software Development
Education
University College Cork 1997 — 2004
William Grooms's Merrill Lynch Experience February 1997 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 1997 - Present
Union State Bank March 1996 - February 1997
Education
University of Alabama 1987 — 1991
Merrill Lynch February 1997 - Present
Union State Bank March 1996 - February 1997
Education
University of Alabama 1987 — 1991
Brian Rowe's Merrill Lynch Experience November 2007 - February 2011
Job Founder, CEO at Zato Novo
Industry Financial Services
Experience
Zato Novo October 2013 - Present
CUNY School of Professional Studies July 2013 - Present
Minds on Fire March 2014 - Present
Baruch College January 2012 - Present
Cashpath Financial October 2012 - January 2014
trueEX Group February 2011 - October 2012
Merrill Lynch November 2007 - February 2011
Bridgewater Associates March 2005 - November 2007
Cenozoa Corporation October 2002 - March 2005
Skills
Python, Trading Systems, Java, Agile Methodologies, Software Development, R, SQL, Risk Management, Program Management, Analytics, Data Analysis, Interest Rate Swaps, Integration, Distributed Systems
Education
University of Alaska Fairbanks 1993 — 1998
BS, Electirical Engineering, Mathematics
Zato Novo October 2013 - Present
CUNY School of Professional Studies July 2013 - Present
Minds on Fire March 2014 - Present
Baruch College January 2012 - Present
Cashpath Financial October 2012 - January 2014
trueEX Group February 2011 - October 2012
Merrill Lynch November 2007 - February 2011
Bridgewater Associates March 2005 - November 2007
Cenozoa Corporation October 2002 - March 2005
Skills
Python, Trading Systems, Java, Agile Methodologies, Software Development, R, SQL, Risk Management, Program Management, Analytics, Data Analysis, Interest Rate Swaps, Integration, Distributed Systems
Education
University of Alaska Fairbanks 1993 — 1998
BS, Electirical Engineering, Mathematics
Doug Woodman's Merrill Lynch Experience June 2003 - July 2006
Job Senior Vice President at IBERIABANK
Industry Banking
Experience
IBERIABANK March 2012 - Present
Orange Bank of Florida August 2006 - March 2012
Merrill Lynch June 2003 - July 2006
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Risk, Wealth Management, Financial Analysis, Credit Analysis, Portfolio Management, Finance, Cash Management, Management, Underwriting, Loan Origination, Strategic Planning, Executive Management, Securities, Due Diligence, Insurance, Retail Banking, Asset Management, Investments, Strategic Financial...
Education
University of Alabama 1978 — 1982
Bachelor of Science (B.S.), Marketing
IBERIABANK March 2012 - Present
Orange Bank of Florida August 2006 - March 2012
Merrill Lynch June 2003 - July 2006
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Risk, Wealth Management, Financial Analysis, Credit Analysis, Portfolio Management, Finance, Cash Management, Management, Underwriting, Loan Origination, Strategic Planning, Executive Management, Securities, Due Diligence, Insurance, Retail Banking, Asset Management, Investments, Strategic Financial...
Education
University of Alabama 1978 — 1982
Bachelor of Science (B.S.), Marketing
Lizzie Green-Burns's Merrill Lynch Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Design At Work October 2010 - August 2013
Design At Work September 2009 - October 2010
Covey Communications Corp. September 2005 - August 2009
Skills
Financial Planning, Wealth Management, Financial Services, Financial Markets, Investment Strategies, Investment Advisory, Wealth Preservation, Estate Planning, Client Services, Marketing, Email Marketing, Social Media Marketing, Copywriting, Marketing Communications, Marketing Strategy, Graphic Design, Social Media, Logo Design, Online Advertising, InDesign, Mac, Brochures, Photoshop, Microsoft Office, QuarkXPress, QuickBooks, Dreamweaver, MailChimp, Illustrator, FileMaker, Customer Service, Advertising, PC
Education
University of Alabama 2001 — 2005
BA, Advertising & Graphic Design
Merrill Lynch August 2013 - Present
Design At Work October 2010 - August 2013
Design At Work September 2009 - October 2010
Covey Communications Corp. September 2005 - August 2009
Skills
Financial Planning, Wealth Management, Financial Services, Financial Markets, Investment Strategies, Investment Advisory, Wealth Preservation, Estate Planning, Client Services, Marketing, Email Marketing, Social Media Marketing, Copywriting, Marketing Communications, Marketing Strategy, Graphic Design, Social Media, Logo Design, Online Advertising, InDesign, Mac, Brochures, Photoshop, Microsoft Office, QuarkXPress, QuickBooks, Dreamweaver, MailChimp, Illustrator, FileMaker, Customer Service, Advertising, PC
Education
University of Alabama 2001 — 2005
BA, Advertising & Graphic Design
John Wales's Merrill Lynch Experience January 2007 - December 2008
Job Analytics Consultant at Wells Fargo co
Industry Financial Services
Experience
Wells Fargo co July 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - July 2010
Wells Fargo January 2009 - August 2009
Merrill Lynch January 2007 - December 2008
First Residential Mortgage 2004 - 2007
JS Analytics May 2006 - October 2006
Skills
Mortgage Lending, Portfolio Management, Investments, Wealth Management, Asset Managment, Insurance, Financial Analysis, Loans, Banking, Finance, Credit Analysis, Credit, Underwriting, Valuation, Strategic Planning, Financial Modeling, Real Estate, Credit Risk, Business Analysis, Equities
Education
University of Alabama, Manderson Graduate School of Business 2003 — 2004
Master of Arts (M.A.), Banking and Finance
University of Alabama in Huntsville 2000 — 2003
BSBA, Finance
Wells Fargo co July 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - July 2010
Wells Fargo January 2009 - August 2009
Merrill Lynch January 2007 - December 2008
First Residential Mortgage 2004 - 2007
JS Analytics May 2006 - October 2006
Skills
Mortgage Lending, Portfolio Management, Investments, Wealth Management, Asset Managment, Insurance, Financial Analysis, Loans, Banking, Finance, Credit Analysis, Credit, Underwriting, Valuation, Strategic Planning, Financial Modeling, Real Estate, Credit Risk, Business Analysis, Equities
Education
University of Alabama, Manderson Graduate School of Business 2003 — 2004
Master of Arts (M.A.), Banking and Finance
University of Alabama in Huntsville 2000 — 2003
BSBA, Finance
paul murtagh's Merrill Lynch Experience 1996 - 2001
Job Chairman & CEO at Faxitron Bioptics, LLC
Industry Medical Devices
Experience
Faxitron Bioptics, LLC July 2011 - Present
Scintacor Ltd October 2014 - Present
Dylan Hotel Amsterdam 2008 - Present
Deerland Enzymes, Inc 2006 - Present
The Hempel Hotel - London March 2005 - December 2012
Bioptics March 2005 - July 2011
Merrill Lynch 1996 - 2001
Skills
Start-ups, New Business Development, Account Management, Sales, SaaS, Product Development, Marketing Strategy, Project Management, Event Management, Venture Capital, Business Strategy, Marketing, Hospitality, Angel Investing, Hotels, Sales Management, Cloud Computing, Mergers, Management, Start-up Ventures
Education
University College Dublin 1991 — 1995
Bachelor of Commerce (BCom)+German, Finance + German
Universität Regensburg 1993 — 1994
Colaiste na Rinne 1985 — 1986
Faxitron Bioptics, LLC July 2011 - Present
Scintacor Ltd October 2014 - Present
Dylan Hotel Amsterdam 2008 - Present
Deerland Enzymes, Inc 2006 - Present
The Hempel Hotel - London March 2005 - December 2012
Bioptics March 2005 - July 2011
Merrill Lynch 1996 - 2001
Skills
Start-ups, New Business Development, Account Management, Sales, SaaS, Product Development, Marketing Strategy, Project Management, Event Management, Venture Capital, Business Strategy, Marketing, Hospitality, Angel Investing, Hotels, Sales Management, Cloud Computing, Mergers, Management, Start-up Ventures
Education
University College Dublin 1991 — 1995
Bachelor of Commerce (BCom)+German, Finance + German
Universität Regensburg 1993 — 1994
Colaiste na Rinne 1985 — 1986
Angela Palmer Macrina's Merrill Lynch Experience August 2005 - November 2008
Job Senior Client Service Associate
Industry Investment Banking
Experience
UBS November 2008 - Present
Merrill Lynch August 2005 - November 2008
Education
University of Alabama at Birmingham
UBS November 2008 - Present
Merrill Lynch August 2005 - November 2008
Education
University of Alabama at Birmingham
Venugopal Sadda's Merrill Lynch Experience 1995 - 2001
Job VP at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs February 2001 - Present
Merrill Lynch 1995 - 2001
Intergraph Corp 1989 - 1995
Skills
Electronic Trading, Enterprise Software, Prime Brokerage, Enterprise Architecture, Fixed Income, Software Project..., Investment Banking, Trading Systems, Large Scale Systems, Equities, Software Development, Capital Markets, Market Data, SDLC
Education
University of Alabama in Huntsville 1988 — 1990
Goldman Sachs February 2001 - Present
Merrill Lynch 1995 - 2001
Intergraph Corp 1989 - 1995
Skills
Electronic Trading, Enterprise Software, Prime Brokerage, Enterprise Architecture, Fixed Income, Software Project..., Investment Banking, Trading Systems, Large Scale Systems, Equities, Software Development, Capital Markets, Market Data, SDLC
Education
University of Alabama in Huntsville 1988 — 1990
Chuck Whitney's Merrill Lynch Experience May 1997 - May 1998
Job Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley Wealth Management August 2007 - March 2013
A.G. Edwards & Sons, Inc. January 2000 - August 2007
The Bears Club May 1998 - December 2000
Merrill Lynch May 1997 - May 1998
Education
University of Alabama 1992 — 1997
BS, Corporate Finance - Concentration in Investment Management Minored in Economics and Computer Science
UBS April 2013 - Present
Morgan Stanley Wealth Management August 2007 - March 2013
A.G. Edwards & Sons, Inc. January 2000 - August 2007
The Bears Club May 1998 - December 2000
Merrill Lynch May 1997 - May 1998
Education
University of Alabama 1992 — 1997
BS, Corporate Finance - Concentration in Investment Management Minored in Economics and Computer Science
Sarah Nowak's Merrill Lynch Experience April 2004 - May 2009
Job Administrative Assistant at Rand Thompson Consultants
Industry Financial Services
Experience
Rand Thompson Consultants January 2015 - Present
Business Improvisations August 2011 - Present
The People's Improv Theater 2004 - Present
Marymount School of New York November 2010 - August 2013
The Nielsen Company January 2010 - November 2010
Merrill Lynch April 2004 - May 2009
Skills
Editing, Social Media, Creative Writing, Blogging, Acting, Public Speaking, Entertainment, Digital Media, Copywriting, Content Development, Microsoft Office
Education
The Second City Conservatory of Toronto 2001 — 2003
Buffalo State College 1996 — 2000
Bachelor of Science (BS), Radio and Television Broadcasting Technology/Technician
Rand Thompson Consultants January 2015 - Present
Business Improvisations August 2011 - Present
The People's Improv Theater 2004 - Present
Marymount School of New York November 2010 - August 2013
The Nielsen Company January 2010 - November 2010
Merrill Lynch April 2004 - May 2009
Skills
Editing, Social Media, Creative Writing, Blogging, Acting, Public Speaking, Entertainment, Digital Media, Copywriting, Content Development, Microsoft Office
Education
The Second City Conservatory of Toronto 2001 — 2003
Buffalo State College 1996 — 2000
Bachelor of Science (BS), Radio and Television Broadcasting Technology/Technician
Trae Avant's Merrill Lynch Experience October 2003 - 2005
Job Insurance/Financial Services Provider at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance December 2012 - Present
Fidelity Investments September 2006 - October 2012
Merrill Lynch October 2003 - 2005
Skills
Series 7, Series 63, Investments, Retirement Planning, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement, Securities, Insurance, 401k, Financial Planning, Financial Services, Investment Strategies, Uniform Combined State...
Education
University of Alabama 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
State Farm Insurance December 2012 - Present
Fidelity Investments September 2006 - October 2012
Merrill Lynch October 2003 - 2005
Skills
Series 7, Series 63, Investments, Retirement Planning, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement, Securities, Insurance, 401k, Financial Planning, Financial Services, Investment Strategies, Uniform Combined State...
Education
University of Alabama 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Michael Ofenheim's Merrill Lynch Experience October 2005 - May 2009
Job IT Capacity & Availability Planner at Educational Testing Service (ETS)
Industry Information Technology and Services
Experience
Educational Testing Service (ETS) December 2013 - Present
Citi March 2010 - December 2013
Bank of America May 2009 - March 2010
Merrill Lynch October 2005 - May 2009
SIAC February 2000 - October 2005
Education
University at Buffalo 1995 — 1999
Bachelor's degree, Computer Science
Educational Testing Service (ETS) December 2013 - Present
Citi March 2010 - December 2013
Bank of America May 2009 - March 2010
Merrill Lynch October 2005 - May 2009
SIAC February 2000 - October 2005
Education
University at Buffalo 1995 — 1999
Bachelor's degree, Computer Science
Suzy Hall's Merrill Lynch Experience 1995 - 1997
Job Independent Contractor at SKH Marketing Communications
Industry Marketing and Advertising
Experience
SKH Marketing Communications November 2011 - Present
Fullcourt Advisors September 2010 - August 2012
Merrill Lynch 1995 - 1997
Atlanta Journal-Constitution 1990 - 1996
Los Angeles Times 1983 - 1990
Skills
Online Advertising, Marketing Strategy, Advertising, Sales Management, Strategic Planning, Strategic Partnerships, Digital Marketing, Digital Media, Marketing, New Business Development, Budgets, Media Planning, Business Development, Public Relations
Education
UCLA, School of Architecture and Interior Design 2004 — 2008
University of Alabama 1977 — 1981
Bachelor of Arts (BA) Communications, Advertising & Marketing
SKH Marketing Communications November 2011 - Present
Fullcourt Advisors September 2010 - August 2012
Merrill Lynch 1995 - 1997
Atlanta Journal-Constitution 1990 - 1996
Los Angeles Times 1983 - 1990
Skills
Online Advertising, Marketing Strategy, Advertising, Sales Management, Strategic Planning, Strategic Partnerships, Digital Marketing, Digital Media, Marketing, New Business Development, Budgets, Media Planning, Business Development, Public Relations
Education
UCLA, School of Architecture and Interior Design 2004 — 2008
University of Alabama 1977 — 1981
Bachelor of Arts (BA) Communications, Advertising & Marketing
Mindy Dolgin's Merrill Lynch Experience July 1997 - January 2000
Job VP/IT Vendor & Contract Management at Lehman Brothers
Industry Information Technology and Services
Experience
Lehman Brothers ConsultantCitigroupJuly 2000 - February 2007
Merrill Lynch July 1997 - January 2000
Education
University at Buffalo
BA, Psychology & Foreign Language
Lehman Brothers ConsultantCitigroupJuly 2000 - February 2007
Merrill Lynch July 1997 - January 2000
Education
University at Buffalo
BA, Psychology & Foreign Language
santhosh konduri's Merrill Lynch Experience 2002 - 2002
Job Market Data Architect at Investment Tech. Group
Industry Information Technology and Services
Experience
ITG August 2009 - March 2010
RBC Capital Markets May 2005 - April 2009
JPMorgan Chase August 2004 - April 2005
THOMPSON December 2003 - August 2004
Merrill Lynch 2002 - 2002
jp morganchase 2000 - 2002
Pinnacle Systems 1997 - 2002
chase manhattan 1997 - 2000
Skills
Fixed Income, Interest Rate..., Options, SDLC, Equity Derivatives, Stock Trading
Education
University of Alabama 1992 — 1995
MS, computer science
ITG August 2009 - March 2010
RBC Capital Markets May 2005 - April 2009
JPMorgan Chase August 2004 - April 2005
THOMPSON December 2003 - August 2004
Merrill Lynch 2002 - 2002
jp morganchase 2000 - 2002
Pinnacle Systems 1997 - 2002
chase manhattan 1997 - 2000
Skills
Fixed Income, Interest Rate..., Options, SDLC, Equity Derivatives, Stock Trading
Education
University of Alabama 1992 — 1995
MS, computer science
Patrick Hape's Merrill Lynch Experience RealtorRE/MAX Classic HomesJune 2008 - June 2011
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch RealtorRE/MAX Classic HomesJune 2008 - June 2011
Encore Medical November 2005 - May 2006
Denver Broncos April 2001 - September 2005
Tampa Bay Buccaneers April 1997 - April 2001
Skills
Foreclosures, Real Estate, Marketing Strategy, Short Sales, Investment Properties, Selling, Relocation, Real Estate Development, REO, Public Relations, Investors, Residential Homes, First Time Home Buyers, New Home Sales, Listings, Public Speaking, Real Estate Transactions, Sales, Sales Process, Sales Management, Negotiation, Strategic Planning, Property Management, Commercial Real Estate, Contract Negotiation, Customer Service, Sellers, Budgets, Condos, Management, Buyer Representation, Single Family Homes
Education
University of Alabama 2011 — 2013
Bachelor's degree
University of Alabama 1993 — 1996
General Business, Business/Commerce, General
Merrill Lynch RealtorRE/MAX Classic HomesJune 2008 - June 2011
Encore Medical November 2005 - May 2006
Denver Broncos April 2001 - September 2005
Tampa Bay Buccaneers April 1997 - April 2001
Skills
Foreclosures, Real Estate, Marketing Strategy, Short Sales, Investment Properties, Selling, Relocation, Real Estate Development, REO, Public Relations, Investors, Residential Homes, First Time Home Buyers, New Home Sales, Listings, Public Speaking, Real Estate Transactions, Sales, Sales Process, Sales Management, Negotiation, Strategic Planning, Property Management, Commercial Real Estate, Contract Negotiation, Customer Service, Sellers, Budgets, Condos, Management, Buyer Representation, Single Family Homes
Education
University of Alabama 2011 — 2013
Bachelor's degree
University of Alabama 1993 — 1996
General Business, Business/Commerce, General
Rick E. Lessley, CFP ®'s Merrill Lynch Experience August 1995 - September 2007
Job Financial AdvisorSVP Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2007 - Present
Wells Fargo Advisors October 2007 - Present
Merrill Lynch August 1995 - September 2007
Skills
Investments, Finance, Asset Allocation, Insurance, Mutual Funds, Retirement, Investment Strategies, Retirement Planning, 401k, IRAs
Education
University of Alabama at Birmingham
BS-Business, Finance
Wells Fargo Advisors, LLC October 2007 - Present
Wells Fargo Advisors October 2007 - Present
Merrill Lynch August 1995 - September 2007
Skills
Investments, Finance, Asset Allocation, Insurance, Mutual Funds, Retirement, Investment Strategies, Retirement Planning, 401k, IRAs
Education
University of Alabama at Birmingham
BS-Business, Finance
Matt Jennette's Merrill Lynch Experience April 2011 - Present
Job Wealth Management Banker
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Wells Fargo Advisors April 2010 - April 2011
Wells Fargo June 2009 - March 2010
Wachovia Bank October 2006 - May 2009
Education
University of Alabama 2001 — 2005
Bachelor of Arts (B.A.), History
Merrill Lynch April 2011 - Present
Wells Fargo Advisors April 2010 - April 2011
Wells Fargo June 2009 - March 2010
Wachovia Bank October 2006 - May 2009
Education
University of Alabama 2001 — 2005
Bachelor of Arts (B.A.), History
Ashley Huckeba's Merrill Lynch Experience October 2014 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch April 2013 - Present
Morgan Stanley Smith Barney September 2009 - April 2013
Dowling & Co. September 2008 - May 2009
Education
University of Alabama 2005 — 2009
Accounting, Culverhouse School of Accountancy
Merrill Lynch October 2014 - Present
Merrill Lynch April 2013 - Present
Morgan Stanley Smith Barney September 2009 - April 2013
Dowling & Co. September 2008 - May 2009
Education
University of Alabama 2005 — 2009
Accounting, Culverhouse School of Accountancy
Schuyler Quackenbush's Merrill Lynch Experience 2008 - Present
Job Senior Vice President, Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Morgan Stanley 2003 - 2008
UPS Supply Chain Solutions 2000 - 2003
Skills
Portfolio Management, Investments, Investment Strategies, Retirement, Wealth Management, High Net Worth..., Retirement Planning, Alternative Investments, Private Equity, 401k, ETFs, Finance, Financial Advisory, Asset Allocation, Investment Management
Education
University of Alabama 1996 — 2000
Bachelor of Science (B.S.), Finance
Merrill Lynch 2008 - Present
Morgan Stanley 2003 - 2008
UPS Supply Chain Solutions 2000 - 2003
Skills
Portfolio Management, Investments, Investment Strategies, Retirement, Wealth Management, High Net Worth..., Retirement Planning, Alternative Investments, Private Equity, 401k, ETFs, Finance, Financial Advisory, Asset Allocation, Investment Management
Education
University of Alabama 1996 — 2000
Bachelor of Science (B.S.), Finance
Margaret Tutwiler's Merrill Lynch Experience December 2007 - February 2009
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
CIT 2010 - Present
Merrill Lynch December 2007 - February 2009
NYSE Euronext July 2004 - December 2007
U.S. Department of State 2003 - 2004
U.S. Department of State July 2001 - June 2003
Education
University of Alabama 1971 — 1973
Bachelor of Arts (BA), Political Science and Government
Finch College 1969 — 1971
CIT 2010 - Present
Merrill Lynch December 2007 - February 2009
NYSE Euronext July 2004 - December 2007
U.S. Department of State 2003 - 2004
U.S. Department of State July 2001 - June 2003
Education
University of Alabama 1971 — 1973
Bachelor of Arts (BA), Political Science and Government
Finch College 1969 — 1971
Chris Pritchett's Merrill Lynch Experience June 2006 - December 2006
Job Management Associate at Regions Financial Corporation
Industry Public Policy
Experience
Regions Financial Corporation June 2012 - Present
Alabama Policy Institute January 2008 - June 2012
Property-Vest, LLC December 2006 - January 2008
Merrill Lynch June 2006 - December 2006
Skills
SAS/SQL, Business/Economic..., MS Office (Access,..., Enterprise Miner, ForecastX, Minitab, Financial Modeling, Econometrics, Economic Modeling, Financial Analysis, Financial Management
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2012
MA, Economics
University of Alabama, Culverhouse College of Commerce & Business Administration 2002 — 2006
BS, Finance
Regions Financial Corporation June 2012 - Present
Alabama Policy Institute January 2008 - June 2012
Property-Vest, LLC December 2006 - January 2008
Merrill Lynch June 2006 - December 2006
Skills
SAS/SQL, Business/Economic..., MS Office (Access,..., Enterprise Miner, ForecastX, Minitab, Financial Modeling, Econometrics, Economic Modeling, Financial Analysis, Financial Management
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2012
MA, Economics
University of Alabama, Culverhouse College of Commerce & Business Administration 2002 — 2006
BS, Finance
Lily Simmons's Merrill Lynch Experience November 2012 - Present
Job AVP at Merrill Lynch
Industry Oil & Energy
Experience
Merrill Lynch November 2012 - Present
Deutsche Bank August 2007 - June 2012
Duke Energy August 1998 - August 2006
Skills
Commodity Markets, Financial Analysis, Trading, Fixed Income, Risk Management, Commodity, Energy, Financial Modeling
Education
University of Houston-Clear Lake 2006 — 2008
M.B.A
University of Alabama at Birmingham 1990 — 1996
BS, Accounting
Merrill Lynch November 2012 - Present
Deutsche Bank August 2007 - June 2012
Duke Energy August 1998 - August 2006
Skills
Commodity Markets, Financial Analysis, Trading, Fixed Income, Risk Management, Commodity, Energy, Financial Modeling
Education
University of Houston-Clear Lake 2006 — 2008
M.B.A
University of Alabama at Birmingham 1990 — 1996
BS, Accounting
Felix Fudge's Merrill Lynch Experience 1985 - 1988
Job Broker at Bridgeport South Realty Advisors, Inc.
Industry Real Estate
Experience
Bridgeport South Realty Advisors, Inc. October 1985 - Present
Merrill Lynch 1985 - 1988
Education
University of Alabama 1981 — 1985
BS, Business - Marketing
St. Petersburg High School 1977 — 1978
Shorecrest 1974 — 1977
Bridgeport South Realty Advisors, Inc. October 1985 - Present
Merrill Lynch 1985 - 1988
Education
University of Alabama 1981 — 1985
BS, Business - Marketing
St. Petersburg High School 1977 — 1978
Shorecrest 1974 — 1977
Carter Slappey's Merrill Lynch Experience June 2009 - August 2009
Job C&I Credit Underwriter
Industry Financial Services
Experience
Regions Financial Corporation June 2011 - Present
University of Alabama January 2011 - May 2011
Merrill Lynch June 2009 - August 2009
JH Berry & Gilbert, Inc. May 2009 - July 2009
Skills
Financial Analysis, Finance, Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Research, Public Speaking, Event Planning, SAS, SPSS, Social Media, Customer Service, Access, Higher Education, Fundraising, Statistics, Student Affairs
Education
University of Alabama 2010 — 2011
Master of Science, Marketing
University of Alabama 2006 — 2010
Bachelor of Science, Finance
Briarwood Christian School 2003 — 2006
Regions Financial Corporation June 2011 - Present
University of Alabama January 2011 - May 2011
Merrill Lynch June 2009 - August 2009
JH Berry & Gilbert, Inc. May 2009 - July 2009
Skills
Financial Analysis, Finance, Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Research, Public Speaking, Event Planning, SAS, SPSS, Social Media, Customer Service, Access, Higher Education, Fundraising, Statistics, Student Affairs
Education
University of Alabama 2010 — 2011
Master of Science, Marketing
University of Alabama 2006 — 2010
Bachelor of Science, Finance
Briarwood Christian School 2003 — 2006
Peter J. St. Denis, CFA's Merrill Lynch Experience 1990 - 1992
Job Senior Equity/Credit Analyst at Markston International
Industry Investment Management
Experience
Markston International 2007 - Present
Advent Capital Management 2002 - 2006
Evergreen Investments 2000 - 2002
First Manhattan Co. 1997 - 2000
Dun & Bradstreet 1992 - 1997
Merrill Lynch 1990 - 1992
Skills
Equities, Hedge Funds, Portfolio Management, High Yield, Investments, Convertible Bonds, Equity Research, Alternative Investments, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance, Economics
University at Buffalo 1986 — 1990
BS, Accounting
Markston International 2007 - Present
Advent Capital Management 2002 - 2006
Evergreen Investments 2000 - 2002
First Manhattan Co. 1997 - 2000
Dun & Bradstreet 1992 - 1997
Merrill Lynch 1990 - 1992
Skills
Equities, Hedge Funds, Portfolio Management, High Yield, Investments, Convertible Bonds, Equity Research, Alternative Investments, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance, Economics
University at Buffalo 1986 — 1990
BS, Accounting
Anthony Keane's Merrill Lynch Experience August 2003 - July 2004
Job
Industry Information Technology and Services
Experience
Gneo January 2012 - Present
Vodafone October 2010 - August 2012
Accenture October 2007 - September 2010
Deloitte September 2004 - September 2007
Merrill Lynch August 2003 - July 2004
Skills
Product Development, User Interface Design, User Experience Design, Business Strategy, PMP, Social Media, Change Management, Business Transformation, Business Process..., Management Consulting, Project Delivery, Business Analysis, Process Engineering, Program Management, Business Process Design
Education
PMI 2010 — 2010
PMP
Smurfit Business School UCD 2002 — 2003
MBS
University College Dublin 1999 — 2002
B.Comm
St. Raphael’s College, Loughrea
Gneo January 2012 - Present
Vodafone October 2010 - August 2012
Accenture October 2007 - September 2010
Deloitte September 2004 - September 2007
Merrill Lynch August 2003 - July 2004
Skills
Product Development, User Interface Design, User Experience Design, Business Strategy, PMP, Social Media, Change Management, Business Transformation, Business Process..., Management Consulting, Project Delivery, Business Analysis, Process Engineering, Program Management, Business Process Design
Education
PMI 2010 — 2010
PMP
Smurfit Business School UCD 2002 — 2003
MBS
University College Dublin 1999 — 2002
B.Comm
St. Raphael’s College, Loughrea
Timothy McNally's Merrill Lynch Experience July 1988 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1988 - Present
Skills
PowerPoint, Microsoft Excel, Strategic Planning, Public Speaking, Project Management, Management, Business Analysis, Equities, Databases, Software Development
Education
SUNY at Buffalo 1979 — 1984
BS, Business, Management, Marketing, and Related Support Services
Merrill Lynch July 1988 - Present
Skills
PowerPoint, Microsoft Excel, Strategic Planning, Public Speaking, Project Management, Management, Business Analysis, Equities, Databases, Software Development
Education
SUNY at Buffalo 1979 — 1984
BS, Business, Management, Marketing, and Related Support Services
Todd Harrell's Merrill Lynch Experience June 2007 - July 2009
Job Assistant Vice President at ABA Retirement Funds
Industry Investment Management
Experience
ABA Retirement Funds March 2010 - Present
Pryor McCormick July 2009 - March 2010
Merrill Lynch June 2007 - July 2009
Ameriprise Financial Services, Inc. May 2005 - June 2007
American Express/Ameriprise Financial May 2005 - June 2007
American Printing July 2000 - May 2005
Craftsman Printing January 1996 - July 2000
Skills
Sales, Alternative Investments, Financial Advisory, Financial Services, Asset Management, Banking, Securities, Mutual Funds, Retirement, Financial Planners, Investment Advisory, Retirement Planning, Strategic Financial..., 401k, Leadership, Investments, FINRA, Risk Management, Financial Planning, Investment Management, Series 7, Wealth Management
Education
University of Alabama at Birmingham 1991 — 1995
BA, History
ABA Retirement Funds March 2010 - Present
Pryor McCormick July 2009 - March 2010
Merrill Lynch June 2007 - July 2009
Ameriprise Financial Services, Inc. May 2005 - June 2007
American Express/Ameriprise Financial May 2005 - June 2007
American Printing July 2000 - May 2005
Craftsman Printing January 1996 - July 2000
Skills
Sales, Alternative Investments, Financial Advisory, Financial Services, Asset Management, Banking, Securities, Mutual Funds, Retirement, Financial Planners, Investment Advisory, Retirement Planning, Strategic Financial..., 401k, Leadership, Investments, FINRA, Risk Management, Financial Planning, Investment Management, Series 7, Wealth Management
Education
University of Alabama at Birmingham 1991 — 1995
BA, History
Amy D'Amico's Merrill Lynch Experience January 1984 - January 1986
Job Owner and proprietor at Anthony's Pizza And Pasta of Golden
Industry Marketing and Advertising
Experience
Anthony's Pizza And Pasta of Golden January 2010 - Present
Equifax Marketing Services April 1999 - November 2009
Vectra Bank Colorado January 1998 - January 1999
Cook Publications, Inc January 1988 - January 1998
R.P January 1986 - January 1988
Merrill Lynch January 1984 - January 1986
Education
University of Alabama 1979 — 1983
Anthony's Pizza And Pasta of Golden January 2010 - Present
Equifax Marketing Services April 1999 - November 2009
Vectra Bank Colorado January 1998 - January 1999
Cook Publications, Inc January 1988 - January 1998
R.P January 1986 - January 1988
Merrill Lynch January 1984 - January 1986
Education
University of Alabama 1979 — 1983
Eric Trzecki's Merrill Lynch Experience May 2011 - Present
Job VP at Merrill Lynch Commodities
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
JPMorgan Chase August 2005 - May 2011
Skills
Equities, Trading Systems, Market Data, Electronic Trading, Derivatives
Education
University of Alabama
Merrill Lynch May 2011 - Present
JPMorgan Chase August 2005 - May 2011
Skills
Equities, Trading Systems, Market Data, Electronic Trading, Derivatives
Education
University of Alabama
Jeff Fang, CFP's Merrill Lynch Experience June 2002 - November 2009
Job Managing Principal at Aqua Capital Advisors LLC
Industry Financial Services
Experience
Aqua Capital Advisors November 2009 - Present
Merrill Lynch June 2002 - November 2009
Skills
Asset Allocation
Education
University of Alabama 1983 — 1987
BS, Electrical Engineering
Aqua Capital Advisors November 2009 - Present
Merrill Lynch June 2002 - November 2009
Skills
Asset Allocation
Education
University of Alabama 1983 — 1987
BS, Electrical Engineering
Macon Gravlee, III's Merrill Lynch Experience 1991 - 1996
Job Vice President at Edwards Service Company, Inc.
Industry Facilities Services
Experience
Edwards Service Company, Inc. December 1999 - Present
IIIg Development 1996 - 1999
Merrill Lynch 1991 - 1996
Foodway, Inc. 1985 - 1989
Skills
Sales Management, New Business Development, Strategic Planning, Real Estate, Negotiation, Marketing Strategy, Fundraising, Public Speaking, Advertising, Social Media, Public Relations, Media Relations, Marketing Communications, Property Management, Asset Managment, Contract Negotiation, Sales, Team Building, Account Management, Operations Management, Retail, Income Statement
Education
Fayette County High School 1980 — 2000
University of Alabama 1985 — 1989
B.S. Marketing, Marketing, History
Edwards Service Company, Inc. December 1999 - Present
IIIg Development 1996 - 1999
Merrill Lynch 1991 - 1996
Foodway, Inc. 1985 - 1989
Skills
Sales Management, New Business Development, Strategic Planning, Real Estate, Negotiation, Marketing Strategy, Fundraising, Public Speaking, Advertising, Social Media, Public Relations, Media Relations, Marketing Communications, Property Management, Asset Managment, Contract Negotiation, Sales, Team Building, Account Management, Operations Management, Retail, Income Statement
Education
Fayette County High School 1980 — 2000
University of Alabama 1985 — 1989
B.S. Marketing, Marketing, History
Austin Kilpatrick's Merrill Lynch Experience August 2014 - 2015
Job Serial Entrepreneur at Apeiron Holdings Corp.
Industry Investment Management
Experience
Apeiron Holdings Corp. January 2012 - Present
Investors Underground 2015 - 2015
Merrill Lynch August 2014 - 2015
Alabama Air national guard 2013 - September 2014
Skills
Security Clearance, Microsoft Word, Microsoft Excel, Microsoft Office, Military, Military Operations, Public Speaking, Social Media, DoD, Military Experience, Customer Service, Leadership, Time Management, Research, Event Planning, Marketing, Strategic Planning, PowerPoint, Team Building, Public Relations, Management, Social Networking, Finance, Series 7, Financial Analysis, Nonprofits, Leadership Development, Marketing Strategy, Sales, Social Media Marketing, Fundraising, Teamwork, Sales Management, Data Analysis, Event Management, Wealth Management, Small Business, Retirement, Wealth, Project Management, Financial Planning
Education
University of Alabama at Birmingham
University of Alabama at Birmingham
Economics
Apeiron Holdings Corp. January 2012 - Present
Investors Underground 2015 - 2015
Merrill Lynch August 2014 - 2015
Alabama Air national guard 2013 - September 2014
Skills
Security Clearance, Microsoft Word, Microsoft Excel, Microsoft Office, Military, Military Operations, Public Speaking, Social Media, DoD, Military Experience, Customer Service, Leadership, Time Management, Research, Event Planning, Marketing, Strategic Planning, PowerPoint, Team Building, Public Relations, Management, Social Networking, Finance, Series 7, Financial Analysis, Nonprofits, Leadership Development, Marketing Strategy, Sales, Social Media Marketing, Fundraising, Teamwork, Sales Management, Data Analysis, Event Management, Wealth Management, Small Business, Retirement, Wealth, Project Management, Financial Planning
Education
University of Alabama at Birmingham
University of Alabama at Birmingham
Economics
Stephen Mandella's Merrill Lynch Experience 1981 - 2006
Job CFO/COO at Strategic Investment Group
Industry Financial Services
Experience
Strategic Investment Group November 2014 - Present
Aladdin Capital May 2009 - April 2013
New York Life Investment Management 2005 - 2007
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch & Co., Inc., New York, New York 2002 - 2006
Merrill Lynch 1981 - 2006
Skills
Asset Management, Hedge Funds, Financial Analysis, Capital Markets, Alternative Investments, Trading, Strategic Financial..., Equities, Corporate Finance, Asset Managment, Private Equity, Securities, Investment Banking, Fixed Income, Derivatives, Mergers & Acquisitions
Education
SUNY at Buffalo
Bachelor of Science, Accounting
Saint John's University
MBA, Finance
Strategic Investment Group November 2014 - Present
Aladdin Capital May 2009 - April 2013
New York Life Investment Management 2005 - 2007
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch & Co., Inc., New York, New York 2002 - 2006
Merrill Lynch 1981 - 2006
Skills
Asset Management, Hedge Funds, Financial Analysis, Capital Markets, Alternative Investments, Trading, Strategic Financial..., Equities, Corporate Finance, Asset Managment, Private Equity, Securities, Investment Banking, Fixed Income, Derivatives, Mergers & Acquisitions
Education
SUNY at Buffalo
Bachelor of Science, Accounting
Saint John's University
MBA, Finance
Bobbie Goldstein's Merrill Lynch Experience November 2000 - Present
Job financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2000 - Present
Capital Planning & Management November 1995 - November 2000
The New England February 1991 - October 1995
Education
University of Colorado at Colorado Springs 1987 — 1990
MBA, Marketing
University of Alabama 1969 — 1973
BS, Secondary Ed biology/math
Merrill Lynch November 2000 - Present
Capital Planning & Management November 1995 - November 2000
The New England February 1991 - October 1995
Education
University of Colorado at Colorado Springs 1987 — 1990
MBA, Marketing
University of Alabama 1969 — 1973
BS, Secondary Ed biology/math
Patrick Eagan's Merrill Lynch Experience February 1992 - April 2002
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Merrill Lynch February 1992 - April 2002
Merrill Lynch December 1984 - January 1992
Skills
Series 7 , 9, 10 and 66, New York State...
Education
University at Buffalo
Bachelor of Arts (B.A.), American Studies/Education
C.W. Post-LI University at Westbury
Master of Science (M.S.), Taxation
SUNY at Farmingdale
Associate's Degree, Business Administration
Fidelity Investments June 2006 - Present
Merrill Lynch February 1992 - April 2002
Merrill Lynch December 1984 - January 1992
Skills
Series 7 , 9, 10 and 66, New York State...
Education
University at Buffalo
Bachelor of Arts (B.A.), American Studies/Education
C.W. Post-LI University at Westbury
Master of Science (M.S.), Taxation
SUNY at Farmingdale
Associate's Degree, Business Administration
Suzy Hall's Merrill Lynch Experience 1996 - 1997
Job Business Development Officer at Full Court Funding
Industry Financial Services
Experience
Full Court Funding 2010 - Present
Merrill Lynch 1996 - 1997
Atlanta Journal & /constitution 1990 - 1996
Los Angeles Times 1983 - 1990
Education
University of Alabama 1977 — 1981
Bachelor of Arts, Communications/Marketing
Full Court Funding 2010 - Present
Merrill Lynch 1996 - 1997
Atlanta Journal & /constitution 1990 - 1996
Los Angeles Times 1983 - 1990
Education
University of Alabama 1977 — 1981
Bachelor of Arts, Communications/Marketing
Carol Millard's Merrill Lynch Experience January 1983 - October 1984
Job Accounts Payable at WayPoint Systems, Inc.
Industry Accounting
Experience
WayPoint Systems, Inc. September 2007 - Present
Charles Schwab August 1984 - February 1999
Merrill Lynch January 1983 - October 1984
Skills
Leadership, Office Administration, Accounts Payable, Invoicing, Microsoft Excel, Microsoft Office, Accounts Receivable, ComputerEase, Marketing, Customer Service
Education
University of Alabama 1978 — 1982
B.S., Business- Marketing
School of Liberal Arts 1974 — 1978
High School
WayPoint Systems, Inc. September 2007 - Present
Charles Schwab August 1984 - February 1999
Merrill Lynch January 1983 - October 1984
Skills
Leadership, Office Administration, Accounts Payable, Invoicing, Microsoft Excel, Microsoft Office, Accounts Receivable, ComputerEase, Marketing, Customer Service
Education
University of Alabama 1978 — 1982
B.S., Business- Marketing
School of Liberal Arts 1974 — 1978
High School
Dillon Loyd's Merrill Lynch Experience May 2010 - August 2010
Job Student at University of Alabama
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
Merrill Lynch May 2010 - August 2010
Bar Harbor Hotel May 2008 - July 2008
Hiluard Kitchens Homes, Inc July 2004 - August 2007
Education
University of Alabama 2006 — 2011
BS, Management
University of Alabama 2006 — 2011
2011 Bachelor, Business Administration
Merrill Edge August 2011 - Present
Merrill Lynch May 2010 - August 2010
Bar Harbor Hotel May 2008 - July 2008
Hiluard Kitchens Homes, Inc July 2004 - August 2007
Education
University of Alabama 2006 — 2011
BS, Management
University of Alabama 2006 — 2011
2011 Bachelor, Business Administration
Clay Bridges's Merrill Lynch Experience May 2011 - March 2012
Job iOS Developer
Industry Computer Software
Experience
litl March 2012 - Present
Merrill Lynch May 2011 - March 2012
change machine April 2010 - April 2011
Arbella June 2006 - March 2010
KAMICO Instructional Media, Inc. September 2004 - March 2006
Lightspace February 2003 - July 2003
Education
University of Alabama 1983 — 1987
BS, Electrical Engineering
litl March 2012 - Present
Merrill Lynch May 2011 - March 2012
change machine April 2010 - April 2011
Arbella June 2006 - March 2010
KAMICO Instructional Media, Inc. September 2004 - March 2006
Lightspace February 2003 - July 2003
Education
University of Alabama 1983 — 1987
BS, Electrical Engineering
Matt Disalvo's Merrill Lynch Experience
Job Wealth Management Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Wealth Management, Banking, Series 7, Credit, Loans, Investments, Finance, Management, Financial Analysis, Credit Analysis, Series 6, Series 63
Education
University of Alabama 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Merrill Lynch
Skills
Wealth Management, Banking, Series 7, Credit, Loans, Investments, Finance, Management, Financial Analysis, Credit Analysis, Series 6, Series 63
Education
University of Alabama 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Cory Singletary's Merrill Lynch Experience 2010 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Skills
Wealth Management, Retirement Planning, Estate Planning, 401k Rollovers, IRAs, Roth IRA, SEP IRA, Insurance, Credit, Investments, Retirement, Strategic Financial..., Long-term Care, Portfolio Management, Series 7, Mortgage Lending, Financial Planning
Education
University of Alabama
Master's of Science in Family Financial Planning and Counseling, Financial Planning
Auburn University, College of Business 1996 — 2000
B.S., Finance
Merrill Lynch 2010 - Present
Skills
Wealth Management, Retirement Planning, Estate Planning, 401k Rollovers, IRAs, Roth IRA, SEP IRA, Insurance, Credit, Investments, Retirement, Strategic Financial..., Long-term Care, Portfolio Management, Series 7, Mortgage Lending, Financial Planning
Education
University of Alabama
Master's of Science in Family Financial Planning and Counseling, Financial Planning
Auburn University, College of Business 1996 — 2000
B.S., Finance
Drayton Green's Merrill Lynch Experience May 2005 - July 2005
Job Senior Financial Analyst at Medical Properties Trust
Industry Real Estate
Experience
Medical Properties Trust March 2013 - Present
Medical Properties Trust November 2011 - February 2013
Accenture February 2009 - November 2011
Regions Financial Corporation January 2008 - December 2008
FDIC July 2007 - December 2007
Eli Lilly and Company 2006 - 2007
UBS Wealth Management May 2006 - July 2006
Merrill Lynch May 2005 - July 2005
Skills
Financial Analysis, Market Research, Financial Reporting, Financial Modeling, Analysis, Portfolio Management, Leadership
Education
University of Alabama 2003 — 2007
B.S., Finance
Medical Properties Trust March 2013 - Present
Medical Properties Trust November 2011 - February 2013
Accenture February 2009 - November 2011
Regions Financial Corporation January 2008 - December 2008
FDIC July 2007 - December 2007
Eli Lilly and Company 2006 - 2007
UBS Wealth Management May 2006 - July 2006
Merrill Lynch May 2005 - July 2005
Skills
Financial Analysis, Market Research, Financial Reporting, Financial Modeling, Analysis, Portfolio Management, Leadership
Education
University of Alabama 2003 — 2007
B.S., Finance
Crystal Hood's Merrill Lynch Experience 1982 - 1984
Job Teacher at Cullman County School Board
Industry Education Management
Experience
Cullman County Board of Education August 2007 - Present
Cullman City Schools August 2003 - May 2006
Duval County Public Schools August 1990 - May 1993
Midfield City Schools August 1985 - May 1990
Merrill Lynch 1982 - 1984
Skills
Differentiated..., Literacy, Elementary Education, Classroom, Educational Leadership, Balanced Literacy, Classroom Management, Lesson Planning, Educational Technology, Professional Learning..., Teaching, Curriculum Development, Teacher Training, Tutoring
Education
University of Alabama at Birmingham 1988 — 1990
Master of Arts, Elementary Education
Birmingham Southern College 1984 — 1986
Bachelor of Arts, Elementary Education
University of Alabama 1978 — 1982
Bachelor of Science, Retail Merchandising/Marketing
Cullman County Board of Education August 2007 - Present
Cullman City Schools August 2003 - May 2006
Duval County Public Schools August 1990 - May 1993
Midfield City Schools August 1985 - May 1990
Merrill Lynch 1982 - 1984
Skills
Differentiated..., Literacy, Elementary Education, Classroom, Educational Leadership, Balanced Literacy, Classroom Management, Lesson Planning, Educational Technology, Professional Learning..., Teaching, Curriculum Development, Teacher Training, Tutoring
Education
University of Alabama at Birmingham 1988 — 1990
Master of Arts, Elementary Education
Birmingham Southern College 1984 — 1986
Bachelor of Arts, Elementary Education
University of Alabama 1978 — 1982
Bachelor of Science, Retail Merchandising/Marketing
Weidan Cai's Merrill Lynch Experience September 2004 - April 2005
Job Software Developer at GC Services
Industry Investment Banking
Experience
GC Services October 2012 - Present
City of Houston March 2012 - September 2012
Citigroup May 2005 - March 2012
Merrill Lynch September 2004 - April 2005
Veritas Software Corporation April 1996 - June 2004
Education
State University of New York at Buffalo 1994 — 1996
Master, Electrical & Computer Engineering
GC Services October 2012 - Present
City of Houston March 2012 - September 2012
Citigroup May 2005 - March 2012
Merrill Lynch September 2004 - April 2005
Veritas Software Corporation April 1996 - June 2004
Education
State University of New York at Buffalo 1994 — 1996
Master, Electrical & Computer Engineering
Malinda Maile's Merrill Lynch Experience June 2004 - January 2009
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch June 2004 - January 2009
Anne Arundel County, Maryland August 2002 - February 2004
Education
University of Alabama 1987 — 1991
BA, Communications and Marketing
UBS Financial Services January 2009 - Present
Merrill Lynch June 2004 - January 2009
Anne Arundel County, Maryland August 2002 - February 2004
Education
University of Alabama 1987 — 1991
BA, Communications and Marketing
John Jetmundsen's Merrill Lynch Experience October 1984 - February 1997
Job Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2010 - Present
A.G. Edwards & Sons, Inc. March 1997 - December 2009
Merrill Lynch October 1984 - February 1997
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Investments, Securities
Education
University of Alabama
B.S. Accounting
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2010 - Present
A.G. Edwards & Sons, Inc. March 1997 - December 2009
Merrill Lynch October 1984 - February 1997
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Investments, Securities
Education
University of Alabama
B.S. Accounting
Mimi Dunn's Merrill Lynch Experience July 2009 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
Wells Fargo Advisors April 2001 - July 2009
Merrill Lynch April 1997 - April 2001
Education
University of Alabama 1991 — 1995
Bachelor of Science (BS), Finance
Merrill Lynch July 2009 - Present
Wells Fargo Advisors April 2001 - July 2009
Merrill Lynch April 1997 - April 2001
Education
University of Alabama 1991 — 1995
Bachelor of Science (BS), Finance
John Troncale, CFP®'s Merrill Lynch Experience May 2000 - November 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2008 - Present
Merrill Lynch May 2000 - November 2008
Education
University of Alabama
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors November 2008 - Present
Merrill Lynch May 2000 - November 2008
Education
University of Alabama
Bachelor of Science (B.S.), Finance
Oscar Bain's Merrill Lynch Experience July 2008 - January 2009
Job Founder
Industry Information Technology and Services
Experience
KWD Associates, LLC. January 2013 - Present
Bank of America January 2009 - October 2011
Merrill Lynch July 2008 - January 2009
Citi November 1996 - March 2008
Salomon Brothers September 1994 - October 1996
Skills
MongoDB, JavaScript, Investment Banking, Java, Electronic Trading, GWT, ActiveMQ, Trading Systems
Education
University of Alabama at Birmingham 1990 — 1993
Master of Science (MS), Materials Science
KWD Associates, LLC. January 2013 - Present
Bank of America January 2009 - October 2011
Merrill Lynch July 2008 - January 2009
Citi November 1996 - March 2008
Salomon Brothers September 1994 - October 1996
Skills
MongoDB, JavaScript, Investment Banking, Java, Electronic Trading, GWT, ActiveMQ, Trading Systems
Education
University of Alabama at Birmingham 1990 — 1993
Master of Science (MS), Materials Science
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank