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
Sameer Hussain Sameer Hussain's Merrill Lynch Experience February 2004 - May 2005
Job CLO Associate
Industry Financial Services
Experience
Ares Management November 2014 - Present
Deutsche Bank August 2013 - October 2014
Deutsche Bank April 2006 - July 2013
Deutsche Bank July 2005 - March 2006
Merrill Lynch February 2004 - May 2005
Skills
Financial Modeling, Valuation, Fixed Income, Equities, Investment Banking, Financial Analysis, Derivatives, Bloomberg, Capital Markets, Structured Products, Hedge Funds, Equity Derivatives, Financial Markets, FX Options, Corporate Finance, Portfolio Management, Bonds, Investments, ABS, CDO
Education
University of California, Irvine 2002 — 2005
BA, Economics
Ares Management November 2014 - Present
Deutsche Bank August 2013 - October 2014
Deutsche Bank April 2006 - July 2013
Deutsche Bank July 2005 - March 2006
Merrill Lynch February 2004 - May 2005
Skills
Financial Modeling, Valuation, Fixed Income, Equities, Investment Banking, Financial Analysis, Derivatives, Bloomberg, Capital Markets, Structured Products, Hedge Funds, Equity Derivatives, Financial Markets, FX Options, Corporate Finance, Portfolio Management, Bonds, Investments, ABS, CDO
Education
University of California, Irvine 2002 — 2005
BA, Economics
Timothy Fujisaki Timothy Fujisaki's Merrill Lynch Experience November 2010 - June 2012
Job Hockey Development at Los Angeles Kings
Industry Sports
Experience
Los Angeles Kings July 2014 - Present
Discount Hockey September 2012 - Present
Los Angeles Kings July 2012 - Present
Los Angeles Kings July 2013 - June 2014
Trader Joe's March 2009 - September 2012
Merrill Lynch November 2010 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Networking, Marketing, Social Media, Time Management, Event Planning, Leadership, Public Speaking, Sales, Social Media Marketing
Education
UC IRVINE 2008 — 2012
Business Economics, Business Economics
University of California, Irvine 2008 — 2012
Social Sciences, Business/Managerial Economics
Los Angeles Kings July 2014 - Present
Discount Hockey September 2012 - Present
Los Angeles Kings July 2012 - Present
Los Angeles Kings July 2013 - June 2014
Trader Joe's March 2009 - September 2012
Merrill Lynch November 2010 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Networking, Marketing, Social Media, Time Management, Event Planning, Leadership, Public Speaking, Sales, Social Media Marketing
Education
UC IRVINE 2008 — 2012
Business Economics, Business Economics
University of California, Irvine 2008 — 2012
Social Sciences, Business/Managerial Economics
Jonathan Garrett Jonathan Garrett's Merrill Lynch Experience April 2006 - June 2006
Job Broker / Owner at DentaLogic Capital Inc.
Industry Financial Services
Experience
DentaLogic Capital Inc. March 2014 - Present
First Republic Bank July 2013 - March 2014
East West Bank - Professional Practice Solutions Group June 2011 - July 2013
Bank of America June 2008 - June 2011
Glenwood Development Company May 2007 - August 2007
Merrill Lynch April 2006 - June 2006
Skills
Portfolio Management, Loans, Financial Analysis, Due Diligence, Investments, Commercial Real Estate
Education
University of California, Los Angeles 2009 — 2012
Real Estate Certificate, Concentration in Investment, Real Estate
Utah State University - Jon M. Huntsman School of Business 2001 — 2007
BA, Finance
DentaLogic Capital Inc. March 2014 - Present
First Republic Bank July 2013 - March 2014
East West Bank - Professional Practice Solutions Group June 2011 - July 2013
Bank of America June 2008 - June 2011
Glenwood Development Company May 2007 - August 2007
Merrill Lynch April 2006 - June 2006
Skills
Portfolio Management, Loans, Financial Analysis, Due Diligence, Investments, Commercial Real Estate
Education
University of California, Los Angeles 2009 — 2012
Real Estate Certificate, Concentration in Investment, Real Estate
Utah State University - Jon M. Huntsman School of Business 2001 — 2007
BA, Finance
Joshua Byun Joshua Byun's Merrill Lynch Experience June 2011 - December 2011
Job Staff Accountant at Del Taco LLC.
Industry Restaurants
Experience
Del Taco LLC June 2015 - Present
Samsung Electro-Mechanics June 2013 - June 2015
Samsung Electronics America December 2012 - June 2013
Merrill Lynch June 2011 - December 2011
UC Irvine Campus Recreation December 2008 - April 2011
Skills
Financial Accounting, Accounts Payable &..., SAP, Financial Analysis, Competitive Analysis, Analysis, Data Analysis
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of California, Irvine
Del Taco LLC June 2015 - Present
Samsung Electro-Mechanics June 2013 - June 2015
Samsung Electronics America December 2012 - June 2013
Merrill Lynch June 2011 - December 2011
UC Irvine Campus Recreation December 2008 - April 2011
Skills
Financial Accounting, Accounts Payable &..., SAP, Financial Analysis, Competitive Analysis, Analysis, Data Analysis
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of California, Irvine
Edgar Raymond Morada Edgar Raymond Morada's Merrill Lynch Experience June 2006 - June 2007
Job Marketing Professional at UCLA Anderson School of Management
Industry Marketing and Advertising
Experience
UCLA Anderson School of Management November 2013 - Present
UCLA Anderson School of Management November 2011 - November 2013
UCLA Anderson School of Management November 2009 - November 2011
UCLA Anderson School of Management August 2007 - October 2009
Merrill Lynch June 2006 - June 2007
Skills
Marketing, Social Networking, CRM, Lead Generation, Analysis, Marketing Strategy, Marketing Communications, Brand Management, Business Strategy, Program Management, Sales, Market Research, Research, Competitive Analysis, Management, Strategy
Education
University of California, Irvine 2003 — 2007
BA, Economics
UCLA Anderson School of Management November 2013 - Present
UCLA Anderson School of Management November 2011 - November 2013
UCLA Anderson School of Management November 2009 - November 2011
UCLA Anderson School of Management August 2007 - October 2009
Merrill Lynch June 2006 - June 2007
Skills
Marketing, Social Networking, CRM, Lead Generation, Analysis, Marketing Strategy, Marketing Communications, Brand Management, Business Strategy, Program Management, Sales, Market Research, Research, Competitive Analysis, Management, Strategy
Education
University of California, Irvine 2003 — 2007
BA, Economics
Zack Isaacson's Merrill Lynch Experience June 2007 - September 2007
Job Talent Acquisition @ Sumo Logic
Industry Computer Software
Experience
Sumo Logic May 2010 - Present
Riviera Partners May 2009 - October 2010
Workbridge Associates May 2008 - May 2009
Merrill Lynch June 2007 - September 2007
Help Desk Computers June 2002 - September 2004
Education
University of California, Irvine 2004 — 2008
Economics
University of Cambridge 2006 — 2006
Bachelor's degree
Saratoga High
Sumo Logic May 2010 - Present
Riviera Partners May 2009 - October 2010
Workbridge Associates May 2008 - May 2009
Merrill Lynch June 2007 - September 2007
Help Desk Computers June 2002 - September 2004
Education
University of California, Irvine 2004 — 2008
Economics
University of Cambridge 2006 — 2006
Bachelor's degree
Saratoga High
Leah Thomson Snell, CFP® Leah Thomson Snell, CFP®'s Merrill Lynch Experience 2009 - 2012
Job Partner, Vice President at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners November 2012 - Present
Merrill Lynch 2009 - 2012
Merrill Lynch 2000 - 2009
Skills
Strategic Financial..., Asset Allocation, Retirement Planning, Financial Planning, Retirement Income...
Education
University of California, Los Angeles 1995 — 1999
Psychology
Study Abroad via Pasadena City College 1996 — 1996
European Studies/Civilization, Art History, Italian
Los Angeles county high school for the arts 1992 — 1993
Pasadena High School
Snowden Lane Partners November 2012 - Present
Merrill Lynch 2009 - 2012
Merrill Lynch 2000 - 2009
Skills
Strategic Financial..., Asset Allocation, Retirement Planning, Financial Planning, Retirement Income...
Education
University of California, Los Angeles 1995 — 1999
Psychology
Study Abroad via Pasadena City College 1996 — 1996
European Studies/Civilization, Art History, Italian
Los Angeles county high school for the arts 1992 — 1993
Pasadena High School
Judy Jung's Merrill Lynch Experience January 2012 - June 2012
Job Staff Accountant
Industry Accounting
Experience
Heritage Hotel Group October 2013 - December 2014
Merrill Lynch January 2012 - June 2012
UC Irvine November 2009 - June 2010
Skills
Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, PowerPoint, QuickBooks, Event Planning
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Heritage Hotel Group October 2013 - December 2014
Merrill Lynch January 2012 - June 2012
UC Irvine November 2009 - June 2010
Skills
Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, PowerPoint, QuickBooks, Event Planning
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Linda Hsu Linda Hsu's Merrill Lynch Experience 2010 - 2011
Job
Industry Consumer Goods
Experience
PIMCO 2011 - 2014
Oaktree Capital Management 2011 - 2011
Merrill Lynch 2010 - 2011
Merrill Lynch 2010 - 2010
STARWORKS Group 2008 - 2008
KARA Dors Public Relations 2006 - 2006
Education
University of California, Los Angeles 2004 — 2009
Bachelor of Arts
University of Sussex 2009 — 2009
PIMCO 2011 - 2014
Oaktree Capital Management 2011 - 2011
Merrill Lynch 2010 - 2011
Merrill Lynch 2010 - 2010
STARWORKS Group 2008 - 2008
KARA Dors Public Relations 2006 - 2006
Education
University of California, Los Angeles 2004 — 2009
Bachelor of Arts
University of Sussex 2009 — 2009
Mario Zita Mario Zita's Merrill Lynch Experience June 2012 - July 2014
Job Founder at GameDay Wealth Group
Industry Financial Services
Experience
GameDay Wealth Group February 2015 - Present
Merrill Lynch June 2012 - July 2014
PFS Investments, INC. March 1988 - June 2012
Fidelity National Commerce Velocity March 2011 - February 2012
CoreLogic January 2005 - March 2011
Global Equity Resources July 2001 - March 2005
CUShopper July 1999 - June 2001
Automatic Data Processing October 1994 - June 1999
Skills
Software Sales, SaaS, Team Leadership, Team Building, Sales Management, Leadership Development, Sales Pipeline..., Pipeline Analysis, Consultative Selling, Wholesale Sales, Account Acquisition, Account Management, Strategic Planning, New Business Development, Sales Presentations, Marketing..., Marketing Strategy, Competitive Analysis, Channel Marketing, Public Relations, Press Releases, Public Speaking, Broadcast Journalism, Contract Negotiation, Copywriting, SEO copywriting, Advertising Copy, Website Copy, Copy Editing, Feature Writing, Technical Documentation, Change Management, Training & Development, Technical Training, Software Training, Sales Skills Training, Advanced Analytics, Predictive Analytics, Web Analytics, Financial Institutions, Financial Planning, Insurance Planning, Mutual Fund Sales, 401k, Mortgage Lending, Securitization, PowerPoint, Microsoft Office, Excel, Word
Education
University of California, Irvine
BA, Psychology
GameDay Wealth Group February 2015 - Present
Merrill Lynch June 2012 - July 2014
PFS Investments, INC. March 1988 - June 2012
Fidelity National Commerce Velocity March 2011 - February 2012
CoreLogic January 2005 - March 2011
Global Equity Resources July 2001 - March 2005
CUShopper July 1999 - June 2001
Automatic Data Processing October 1994 - June 1999
Skills
Software Sales, SaaS, Team Leadership, Team Building, Sales Management, Leadership Development, Sales Pipeline..., Pipeline Analysis, Consultative Selling, Wholesale Sales, Account Acquisition, Account Management, Strategic Planning, New Business Development, Sales Presentations, Marketing..., Marketing Strategy, Competitive Analysis, Channel Marketing, Public Relations, Press Releases, Public Speaking, Broadcast Journalism, Contract Negotiation, Copywriting, SEO copywriting, Advertising Copy, Website Copy, Copy Editing, Feature Writing, Technical Documentation, Change Management, Training & Development, Technical Training, Software Training, Sales Skills Training, Advanced Analytics, Predictive Analytics, Web Analytics, Financial Institutions, Financial Planning, Insurance Planning, Mutual Fund Sales, 401k, Mortgage Lending, Securitization, PowerPoint, Microsoft Office, Excel, Word
Education
University of California, Irvine
BA, Psychology
Carren Cheung's Merrill Lynch Experience June 2009 - September 2009
Job Operations Manager at ZTNet Solutions
Industry Management Consulting
Experience
ZTNet Solutions October 2011 - Present
CCL Weddings October 2011 - Present
Serenity Events January 2010 - Present
UCI International Center July 2010 - September 2011
Merrill Lynch June 2009 - September 2009
Skills
Business Analysis, Process Improvement, Business Intelligence, SDLC, Recruiting, Vendor Management, Leadership, Management, Project Management
Education
University of California, Irvine 2007 — 2011
Bachelors, International Studies
ZTNet Solutions October 2011 - Present
CCL Weddings October 2011 - Present
Serenity Events January 2010 - Present
UCI International Center July 2010 - September 2011
Merrill Lynch June 2009 - September 2009
Skills
Business Analysis, Process Improvement, Business Intelligence, SDLC, Recruiting, Vendor Management, Leadership, Management, Project Management
Education
University of California, Irvine 2007 — 2011
Bachelors, International Studies
Joann Tien Joann Tien's Merrill Lynch Experience January 2009 - June 2009
Job Regulatory Affairs Associate at Allergan at Allergan
Industry Pharmaceuticals
Experience
Allergan March 2012 - Present
Allergan May 2011 - March 2012
Allergan October 2010 - May 2011
Allergan June 2010 - September 2010
T-Force Inc March 2010 - June 2010
Personable, Inc May 2009 - September 2009
Merrill Lynch January 2009 - June 2009
MSAA Partner, LLC July 2007 - June 2008
Skills
WPM: 90, Typing, Software Documentation, Regulatory Affairs, Sop, FDA, Validation, Customer Service, Regulatory Submissions, QuickBooks, Quality Assurance, Time Management, Training, SharePoint, Management, Regulatory Requirements, Pharmaceutical Industry, Change Control, Product Information..., SOP, Medical Devices, Biotechnology, GMP
Education
UCI 2006 — 2010
Bachelor of Arts (B.A.), Management/Economics
Allergan March 2012 - Present
Allergan May 2011 - March 2012
Allergan October 2010 - May 2011
Allergan June 2010 - September 2010
T-Force Inc March 2010 - June 2010
Personable, Inc May 2009 - September 2009
Merrill Lynch January 2009 - June 2009
MSAA Partner, LLC July 2007 - June 2008
Skills
WPM: 90, Typing, Software Documentation, Regulatory Affairs, Sop, FDA, Validation, Customer Service, Regulatory Submissions, QuickBooks, Quality Assurance, Time Management, Training, SharePoint, Management, Regulatory Requirements, Pharmaceutical Industry, Change Control, Product Information..., SOP, Medical Devices, Biotechnology, GMP
Education
UCI 2006 — 2010
Bachelor of Arts (B.A.), Management/Economics
Ethan Matkin's Merrill Lynch Experience August 2012 - July 2014
Job Wealth Advisor at The Certus Financial Group
Industry Financial Services
Experience
The Certus Financial Group July 2014 - Present
Merrill Lynch August 2012 - July 2014
The Real Estate Finance Group August 2011 - May 2012
Inspired Financial June 2010 - August 2010
Skills
Asset Management, Real Estate, Portfolio Management, Retirement Planning, Management, Insurance, Wealth, Customer Service, Finance, Financial Analysis, Loans, Mergers & Acquisitions, Underwriting, Investments, Wealth Management, Strategic Financial..., Valuation, Financial Modeling, Series 7, Commercial Mortgages, Mutual Funds, Securities, Investment Advisory, Due Diligence, Investment Strategies, Capital Markets, Commercial Real Estate, Analysis, Financial Planning, Financial Services, Retirement, Marketing, Real Estate Economics, Leadership, Alternative Investments, Financial Advisory, Banking, Asset Allocation, Equities
Education
University of Southern California 2006 — 2010
B.A., History
University of California, Irvine 2006 — 2010
Certificate in Personal Financial Planning, Personal Financial Planning
University of Cambridge 2005 — 2005
Art, Architecture, Political Science
Ecole Superieure du Commerce Exterieur 2004 — 2004
Economics, Marketing
The Certus Financial Group July 2014 - Present
Merrill Lynch August 2012 - July 2014
The Real Estate Finance Group August 2011 - May 2012
Inspired Financial June 2010 - August 2010
Skills
Asset Management, Real Estate, Portfolio Management, Retirement Planning, Management, Insurance, Wealth, Customer Service, Finance, Financial Analysis, Loans, Mergers & Acquisitions, Underwriting, Investments, Wealth Management, Strategic Financial..., Valuation, Financial Modeling, Series 7, Commercial Mortgages, Mutual Funds, Securities, Investment Advisory, Due Diligence, Investment Strategies, Capital Markets, Commercial Real Estate, Analysis, Financial Planning, Financial Services, Retirement, Marketing, Real Estate Economics, Leadership, Alternative Investments, Financial Advisory, Banking, Asset Allocation, Equities
Education
University of Southern California 2006 — 2010
B.A., History
University of California, Irvine 2006 — 2010
Certificate in Personal Financial Planning, Personal Financial Planning
University of Cambridge 2005 — 2005
Art, Architecture, Political Science
Ecole Superieure du Commerce Exterieur 2004 — 2004
Economics, Marketing
Natalie Perrotta Natalie Perrotta's Merrill Lynch Experience April 2009 - August 2009
Job Director of Operations
Industry Entertainment
Experience
Patriot Pictures, LLC. January 2011 - Present
Levine Communications Office November 2010 - January 2011
Levine Communications Office August 2010 - November 2010
Young's Market Company July 2010 - September 2010
Orange County United Way August 2009 - June 2010
Merrill Lynch April 2009 - August 2009
Skills
Facebook, Social Media, YouTube, Microsoft Word, Blogging, PowerPoint, Microsoft Excel, Cision, Spanish, English, Event Planning, Fundraising, Public Relations, Social Media Marketing, Media Relations, Advertising, Management, Press Releases, Publicity, Marketing
Education
University of California, Irvine 2006 — 2010
BA, Psychology, Management
Glion Institute of Higher Education, Switzerland 2008 — 2008
Finance
Patriot Pictures, LLC. January 2011 - Present
Levine Communications Office November 2010 - January 2011
Levine Communications Office August 2010 - November 2010
Young's Market Company July 2010 - September 2010
Orange County United Way August 2009 - June 2010
Merrill Lynch April 2009 - August 2009
Skills
Facebook, Social Media, YouTube, Microsoft Word, Blogging, PowerPoint, Microsoft Excel, Cision, Spanish, English, Event Planning, Fundraising, Public Relations, Social Media Marketing, Media Relations, Advertising, Management, Press Releases, Publicity, Marketing
Education
University of California, Irvine 2006 — 2010
BA, Psychology, Management
Glion Institute of Higher Education, Switzerland 2008 — 2008
Finance
Derek Gong Derek Gong's Merrill Lynch Experience September 2014 - December 2014
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
New Western Acquisitions August 2015 - Present
Merrill Lynch September 2014 - December 2014
Citi September 2012 - July 2013
MCM Financial Group October 2011 - February 2012
TTC Imports June 2009 - August 2011
Allstate April 2011 - May 2011
Skills
Sales, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Banking, Accounting, Cantonese, Mandarin, Bilingual-Chinese, Computer Proficiency, Presentations, Life & Health Insurance...
Education
University of California, Irvine 2011 — 2015
Bachelor's degree business economics, Business/Managerial Economics
John A. Rowland High School 2008 — 2011
High School Dipolma, General Studies
New Western Acquisitions August 2015 - Present
Merrill Lynch September 2014 - December 2014
Citi September 2012 - July 2013
MCM Financial Group October 2011 - February 2012
TTC Imports June 2009 - August 2011
Allstate April 2011 - May 2011
Skills
Sales, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Banking, Accounting, Cantonese, Mandarin, Bilingual-Chinese, Computer Proficiency, Presentations, Life & Health Insurance...
Education
University of California, Irvine 2011 — 2015
Bachelor's degree business economics, Business/Managerial Economics
John A. Rowland High School 2008 — 2011
High School Dipolma, General Studies
Randa Jhu Randa Jhu's Merrill Lynch Experience March 2006 - February 2009
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2009 - Present
Merrill Lynch March 2006 - February 2009
Merrill Lynch June 2005 - March 2006
Wells Fargo February 2004 - June 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Investments, Fixed Income
Education
University of California, Irvine 1998 — 2002
BS, Electrical Engineering
UBS March 2009 - Present
Merrill Lynch March 2006 - February 2009
Merrill Lynch June 2005 - March 2006
Wells Fargo February 2004 - June 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Investments, Fixed Income
Education
University of California, Irvine 1998 — 2002
BS, Electrical Engineering
Jennifer Duarte Jennifer Duarte's Merrill Lynch Experience December 2013 - Present
Job Registered Client Associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Merrill Lynch October 2013 - December 2013
AXA Advisors April 2013 - October 2013
John M. Watkins, PhD October 2012 - April 2013
Company 3 June 2010 - April 2013
UC Irvine April 2012 - September 2012
UC Irvine September 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Event Management, Organization, Time Management, Team Leadership, Leadership Development, Office Management, Customer Service, Customer Satisfaction, Psychology, Assistant Teaching, Leadership, Outlook, Social Media, Public Speaking, Data Analysis, Investments, Financial Analysis, Risk Management, Spanish, Social Networking, Teamwork, Social Media Marketing, Editing, Marketing, Nonprofits, Public Relations, Training, Research, Networking, Project Management, Community Outreach, Analysis, CRM, Strategy, Interviews
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Cognitive Science
Santa Monica Highschool 2004 — 2008
Merrill Lynch December 2013 - Present
Merrill Lynch October 2013 - December 2013
AXA Advisors April 2013 - October 2013
John M. Watkins, PhD October 2012 - April 2013
Company 3 June 2010 - April 2013
UC Irvine April 2012 - September 2012
UC Irvine September 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Event Management, Organization, Time Management, Team Leadership, Leadership Development, Office Management, Customer Service, Customer Satisfaction, Psychology, Assistant Teaching, Leadership, Outlook, Social Media, Public Speaking, Data Analysis, Investments, Financial Analysis, Risk Management, Spanish, Social Networking, Teamwork, Social Media Marketing, Editing, Marketing, Nonprofits, Public Relations, Training, Research, Networking, Project Management, Community Outreach, Analysis, CRM, Strategy, Interviews
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Cognitive Science
Santa Monica Highschool 2004 — 2008
Madison Mooers's Merrill Lynch Experience August 2014 - March 2015
Job Talent Acquisition Specialist at JPL (NASA's Jet Propulsion Laboratory)
Industry Financial Services
Experience
JPL (NASA's Jet Propulsion Laboratory) March 2015 - Present
Merrill Lynch August 2014 - March 2015
KIND February 2014 - September 2014
Whole Product Marketing April 2012 - September 2014
Envision Experience January 2013 - January 2013
U.S. House of Representatives August 2011 - December 2011
DreamWorks Animation February 2011 - September 2011
Skills
Press Releases, Online Marketing, Social Media Marketing, Microsoft Word, Policy Analysis, Distribution Logistics, Event Planning, Marketing, Research, Microsoft Excel, Facebook, Leadership, Social Networking, Public Relations, Microsoft Office, Social Media, Public Speaking
Education
University of California, Los Angeles
Bachelor's degree, Political Science and Government
JPL (NASA's Jet Propulsion Laboratory) March 2015 - Present
Merrill Lynch August 2014 - March 2015
KIND February 2014 - September 2014
Whole Product Marketing April 2012 - September 2014
Envision Experience January 2013 - January 2013
U.S. House of Representatives August 2011 - December 2011
DreamWorks Animation February 2011 - September 2011
Skills
Press Releases, Online Marketing, Social Media Marketing, Microsoft Word, Policy Analysis, Distribution Logistics, Event Planning, Marketing, Research, Microsoft Excel, Facebook, Leadership, Social Networking, Public Relations, Microsoft Office, Social Media, Public Speaking
Education
University of California, Los Angeles
Bachelor's degree, Political Science and Government
Vincent Ho's Merrill Lynch Experience July 2012 - January 2013
Job Account Executive at Yelp
Industry Internet
Experience
Yelp September 2015 - Present
AirportParkingReservations.com and ParkSleepFly.com July 2014 - July 2015
Fluent Grp September 2013 - January 2014
Merrill Lynch July 2012 - January 2013
Skills
Leadership, Microsoft Word, Event Planning, Public Speaking, Social Media, Microsoft Office, Facebook, Research, Teamwork, Sales Operations, Salesforce.com, Business Development, Online Marketing, Partner Management, Startup Development, Social Networking, Social Media Marketing, Market Research, Online Advertising, Data Analysis, CRM
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Sociology
Abraham Lincoln High School 2007 — 2011
High School Diploma, High School Diploma
Yelp September 2015 - Present
AirportParkingReservations.com and ParkSleepFly.com July 2014 - July 2015
Fluent Grp September 2013 - January 2014
Merrill Lynch July 2012 - January 2013
Skills
Leadership, Microsoft Word, Event Planning, Public Speaking, Social Media, Microsoft Office, Facebook, Research, Teamwork, Sales Operations, Salesforce.com, Business Development, Online Marketing, Partner Management, Startup Development, Social Networking, Social Media Marketing, Market Research, Online Advertising, Data Analysis, CRM
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Sociology
Abraham Lincoln High School 2007 — 2011
High School Diploma, High School Diploma
Brian Clifford's Merrill Lynch Experience July 2012 - December 2012
Job Strategy and Operations Business Analyst at Deloitte
Industry
Experience
Deloitte Consulting LLP September 2014 - Present
Deloitte June 2013 - August 2013
Merrill Lynch July 2012 - December 2012
Callan Associates June 2011 - August 2011
Education
UCLA
Bachelor of Arts (B.A.), Political Science
Deloitte Consulting LLP September 2014 - Present
Deloitte June 2013 - August 2013
Merrill Lynch July 2012 - December 2012
Callan Associates June 2011 - August 2011
Education
UCLA
Bachelor of Arts (B.A.), Political Science
Derek Lem Derek Lem's Merrill Lynch Experience June 2011 - November 2011
Job Financial Analyst (Financial Restructuring) at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Houlihan Lokey June 2013 - August 2013
McCafferty & Co. June 2012 - September 2012
McCafferty & Co. November 2011 - June 2012
Merrill Lynch June 2011 - November 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Houlihan Lokey July 2014 - Present
Houlihan Lokey June 2013 - August 2013
McCafferty & Co. June 2012 - September 2012
McCafferty & Co. November 2011 - June 2012
Merrill Lynch June 2011 - November 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Monika (Hanssen) Mugg Monika (Hanssen) Mugg's Merrill Lynch Experience June 2005 - May 2008
Job Senior Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2012 - Present
Luminous Capital (acquired by First Republic Bank) May 2008 - December 2012
Merrill Lynch June 2005 - May 2008
Accenture September 1999 - May 2005
Education
University of California, Los Angeles 2007 — 2008
Certificate in Financial Planning
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), International Economics
First Republic Bank December 2012 - Present
Luminous Capital (acquired by First Republic Bank) May 2008 - December 2012
Merrill Lynch June 2005 - May 2008
Accenture September 1999 - May 2005
Education
University of California, Los Angeles 2007 — 2008
Certificate in Financial Planning
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), International Economics
Carmen Chen Carmen Chen's Merrill Lynch Experience September 2013 - Present
Job Client Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch September 2013 - Present
Bank of America March 2012 - September 2013
Bank of America October 2011 - March 2012
College Works Painting April 2009 - October 2009
Skills
Bilingual, Retail Banking, Sales Management, Leadership, Management, Banking, Sales, Training, Customer Service, Finance, Budgets, Investments, Mortgage Lending, Marketing Strategy, Time Management, Team Leadership, Financial Analysis, Risk Management
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts, Economics
Merrill Lynch September 2013 - Present
Bank of America March 2012 - September 2013
Bank of America October 2011 - March 2012
College Works Painting April 2009 - October 2009
Skills
Bilingual, Retail Banking, Sales Management, Leadership, Management, Banking, Sales, Training, Customer Service, Finance, Budgets, Investments, Mortgage Lending, Marketing Strategy, Time Management, Team Leadership, Financial Analysis, Risk Management
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts, Economics
Tony Chou Tony Chou's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
San Marino Unified School District September 2010 - Present
Morgan Stanley Smith Barney February 2010 - October 2011
Morgan Stanley December 2008 - February 2010
Skills
Estate Planning, International &..., Retirement Planning, Asset Management, Finance and Lending, Insurance (Life,..., Series 7, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Event Planning
Education
University of California, Irvine 2005 — 2009
B.A., Economics
San Marino High School 2001 — 2005
Merrill Lynch June 2012 - Present
San Marino Unified School District September 2010 - Present
Morgan Stanley Smith Barney February 2010 - October 2011
Morgan Stanley December 2008 - February 2010
Skills
Estate Planning, International &..., Retirement Planning, Asset Management, Finance and Lending, Insurance (Life,..., Series 7, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Event Planning
Education
University of California, Irvine 2005 — 2009
B.A., Economics
San Marino High School 2001 — 2005
Park Randazzo Park Randazzo's Merrill Lynch Experience August 2007 - January 2009
Job Financial Advisor at Select Portfolio Management
Industry Higher Education
Experience
Select Portfolio Management January 2012 - Present
MacLean Capital Management November 2009 - July 2010
Merrill Lynch August 2007 - January 2009
Skills
Financial Modeling
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
MBA
University of San Diego 2003 — 2006
BA, Finance
Select Portfolio Management January 2012 - Present
MacLean Capital Management November 2009 - July 2010
Merrill Lynch August 2007 - January 2009
Skills
Financial Modeling
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
MBA
University of San Diego 2003 — 2006
BA, Finance
Hua Lv Hua Lv's Merrill Lynch Experience September 2011 - November 2011
Job Front Office Quant at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
UC Irvine September 2008 - June 2012
Merrill Lynch September 2011 - November 2011
UC Irvine June 2008 - September 2008
Skills
Matlab, C++, LaTeX, Mathematica, C, R, Excel, Word, PowerPoint, Probability, Monte Carlo Simulation, Mathematics, Quantitative Finance, lyx, Numerical Analysis, Quantitative Analytics
Education
University of California, Irvine 2009 — 2012
Ph.D, Mathematics
University of California, Irvine 2007 — 2009
Master, Mathematics
University of Science and Technology of China 2003 — 2007
B.S., Mathematics and Applied Mathematics
Wells Fargo Securities June 2012 - Present
UC Irvine September 2008 - June 2012
Merrill Lynch September 2011 - November 2011
UC Irvine June 2008 - September 2008
Skills
Matlab, C++, LaTeX, Mathematica, C, R, Excel, Word, PowerPoint, Probability, Monte Carlo Simulation, Mathematics, Quantitative Finance, lyx, Numerical Analysis, Quantitative Analytics
Education
University of California, Irvine 2009 — 2012
Ph.D, Mathematics
University of California, Irvine 2007 — 2009
Master, Mathematics
University of Science and Technology of China 2003 — 2007
B.S., Mathematics and Applied Mathematics
Denise Chiu Denise Chiu's Merrill Lynch Experience May 2014 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch July 2012 - May 2014
Merrill Lynch December 2008 - June 2012
Bank of America March 2006 - November 2008
Bank of America March 2003 - February 2006
Skills
Series 7, Series 63, Series 65, Series 6, Notary Public
Education
University of California, Irvine 1999 — 2004
B.A., Political Science
Merrill Lynch May 2014 - Present
Merrill Lynch July 2012 - May 2014
Merrill Lynch December 2008 - June 2012
Bank of America March 2006 - November 2008
Bank of America March 2003 - February 2006
Skills
Series 7, Series 63, Series 65, Series 6, Notary Public
Education
University of California, Irvine 1999 — 2004
B.A., Political Science
David McCarthy David McCarthy's Merrill Lynch Experience 1985 - 2010
Job President, Barclay Investments, Inc.
Industry Capital Markets
Experience
Barclay Investments, Inc. October 2013 - Present
Merrill Lynch 1985 - 2010
Education
UCLA 1980 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Barclay Investments, Inc. October 2013 - Present
Merrill Lynch 1985 - 2010
Education
UCLA 1980 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Ryan Lee, CFP® Ryan Lee, CFP®'s Merrill Lynch Experience October 2009 - April 2012
Job VP Private Client / Senior Account Executive
Industry Financial Services
Experience
Korean-American Youth Assistance Coalition August 2013 - Present
Fidelity Investments May 2012 - Present
Merrill Lynch October 2009 - April 2012
Banc of America Investment Services July 2008 - October 2009
Citi-Smithbarney May 2007 - July 2008
Citicorp Investment Services October 2000 - May 2007
Janney Montgomery Scott LLC January 2000 - October 2000
Education
University of California, Irvine
Bachelor of Arts, Social Science
Korean-American Youth Assistance Coalition August 2013 - Present
Fidelity Investments May 2012 - Present
Merrill Lynch October 2009 - April 2012
Banc of America Investment Services July 2008 - October 2009
Citi-Smithbarney May 2007 - July 2008
Citicorp Investment Services October 2000 - May 2007
Janney Montgomery Scott LLC January 2000 - October 2000
Education
University of California, Irvine
Bachelor of Arts, Social Science
Joseph Stack, CFP®, AIF® Joseph Stack, CFP®, AIF®'s Merrill Lynch Experience April 1995 - May 2001
Job Managing Director at Pensionmark Retirement Group
Industry Investment Management
Experience
Pensionmark Retirement Group May 2012 - Present
Wells Fargo Advisors May 2009 - May 2012
UBS Financial Services, Inc May 2001 - April 2009
Merrill Lynch April 1995 - May 2001
Skills
401k, Retirement Planning, Estate Planning, Financial Planning
Education
University of California, Los Angeles 1988 — 1993
BA, Economics
Pensionmark Retirement Group May 2012 - Present
Wells Fargo Advisors May 2009 - May 2012
UBS Financial Services, Inc May 2001 - April 2009
Merrill Lynch April 1995 - May 2001
Skills
401k, Retirement Planning, Estate Planning, Financial Planning
Education
University of California, Los Angeles 1988 — 1993
BA, Economics
Edward Paik's Merrill Lynch Experience January 2011 - June 2011
Job Assistant Account Executive at Nigro Karlin Segal Feldstein & Bolno LLC
Industry Accounting
Experience
Nigro Karlin Segal Feldstein & Bolno January 2014 - Present
First Republic Personal Financial Services August 2012 - December 2013
First Republic Bank February 2012 - August 2012
Undergraduate Consulting Association March 2010 - June 2012
AXA Advisors September 2011 - February 2012
Merrill Lynch January 2011 - June 2011
Economic Business Development, Inc August 2010 - September 2010
Education
University of California, Irvine 2008 — 2012
Bachelor of Science, Business Economics
Nigro Karlin Segal Feldstein & Bolno January 2014 - Present
First Republic Personal Financial Services August 2012 - December 2013
First Republic Bank February 2012 - August 2012
Undergraduate Consulting Association March 2010 - June 2012
AXA Advisors September 2011 - February 2012
Merrill Lynch January 2011 - June 2011
Economic Business Development, Inc August 2010 - September 2010
Education
University of California, Irvine 2008 — 2012
Bachelor of Science, Business Economics
Andy Felicitas Andy Felicitas's Merrill Lynch Experience January 2002 - June 2002
Job Owner of Playtime Attractions
Industry Entertainment
Experience
Playtime Attractions 2007 - Present
Western Financial Planning Corporation 2003 - October 2008
Wise Steward National Planning Corp June 2002 - August 2003
Merrill Lynch January 2002 - June 2002
Skills
Strategic Financial..., Leadership, Event Planning, Sales, Investments, Fixed Annuities
Education
University of California, Irvine 1998 — 2002
B.A., Economics
Playtime Attractions 2007 - Present
Western Financial Planning Corporation 2003 - October 2008
Wise Steward National Planning Corp June 2002 - August 2003
Merrill Lynch January 2002 - June 2002
Skills
Strategic Financial..., Leadership, Event Planning, Sales, Investments, Fixed Annuities
Education
University of California, Irvine 1998 — 2002
B.A., Economics
Abraham Avi Oved Abraham Avi Oved's Merrill Lynch Experience October 2013 - January 2014
Job University of California Student Regent
Industry Public Policy
Experience
University of California Board of Regents July 2014 - Present
American Israel Public Affairs Committee June 2014 - July 2014
UCLA Undergraduate Students Association Council May 2013 - June 2014
Merrill Lynch October 2013 - January 2014
Alpha Epsilon Pi January 2013 - January 2014
UCLA On-Campus Housing Council December 2012 - June 2013
Jewish Student Union September 2012 - May 2013
UCLA USAC Office of the Internal Vice President May 2012 - May 2013
Hillel at UCLA May 2012 - May 2013
Office of Los Angeles Mayor, Antonio Villaraigosa December 2009 - June 2011
Skills
Leadership Development, Public Speaking, Programming, Community Outreach, Team Management, Social Networking, Program Management, Event Planning, Access, Budgets, Interviews, Leadership, Management, Marketing, Teaching
Education
University of California, Los Angeles 2011 — 2015
Bachelors of Arts (B.A.), Economics
Sherman Oaks Center for Enriched Studies 2004 — 2011
University of California Board of Regents July 2014 - Present
American Israel Public Affairs Committee June 2014 - July 2014
UCLA Undergraduate Students Association Council May 2013 - June 2014
Merrill Lynch October 2013 - January 2014
Alpha Epsilon Pi January 2013 - January 2014
UCLA On-Campus Housing Council December 2012 - June 2013
Jewish Student Union September 2012 - May 2013
UCLA USAC Office of the Internal Vice President May 2012 - May 2013
Hillel at UCLA May 2012 - May 2013
Office of Los Angeles Mayor, Antonio Villaraigosa December 2009 - June 2011
Skills
Leadership Development, Public Speaking, Programming, Community Outreach, Team Management, Social Networking, Program Management, Event Planning, Access, Budgets, Interviews, Leadership, Management, Marketing, Teaching
Education
University of California, Los Angeles 2011 — 2015
Bachelors of Arts (B.A.), Economics
Sherman Oaks Center for Enriched Studies 2004 — 2011
Denise Zangaro Denise Zangaro's Merrill Lynch Experience 2003 - 2008
Job Gestionnaire Financière
Industry Investment Management
Experience
ValorLife Life Insurance Limited August 2010 - Present
State Street / PIMCO April 2009 - April 2010
State Street / PIMCO November 2008 - March 2009
ClearCycle (Valutech) July 2008 - September 2008
Merrill Lynch 2003 - 2008
National City Bank 2003 - 2003
ServerLogic 2000 - 2001
Computer Paradigm Group, LLC 1999 - 2000
Skills
Leadership, Analysis, Training, Finance, Start-ups, Banking, Human Resources, Credit, Portfolio Management, Access, Sales, Investments, Accounting, Loans, Auditing, Financial Reporting, Team Leadership, Business Development, Valuation, Microsoft Excel, Internal Audit, Strategic Planning, Underwriting, Account Reconciliation, Management
Education
University of California, Los Angeles 2008 — 2009
Accounting Principles and Corporate Accounting courses, Accounting
Collège Auguste Piccard
Diplôme de culture générale, Langues
Haute Ecole Pédagogiques de Lausanne
Brevet, Pedagogie
ValorLife Life Insurance Limited August 2010 - Present
State Street / PIMCO April 2009 - April 2010
State Street / PIMCO November 2008 - March 2009
ClearCycle (Valutech) July 2008 - September 2008
Merrill Lynch 2003 - 2008
National City Bank 2003 - 2003
ServerLogic 2000 - 2001
Computer Paradigm Group, LLC 1999 - 2000
Skills
Leadership, Analysis, Training, Finance, Start-ups, Banking, Human Resources, Credit, Portfolio Management, Access, Sales, Investments, Accounting, Loans, Auditing, Financial Reporting, Team Leadership, Business Development, Valuation, Microsoft Excel, Internal Audit, Strategic Planning, Underwriting, Account Reconciliation, Management
Education
University of California, Los Angeles 2008 — 2009
Accounting Principles and Corporate Accounting courses, Accounting
Collège Auguste Piccard
Diplôme de culture générale, Langues
Haute Ecole Pédagogiques de Lausanne
Brevet, Pedagogie
Jason J. Tani Jason J. Tani's Merrill Lynch Experience January 2006 - August 2010
Job President & Chief Investment Officer at Pure Wealth Management, Inc.
Industry Investment Management
Experience
Pure Wealth Management, Inc. August 2010 - Present
Purshe Kaplan Sterling Investments 2010 - 2015
Purshe Kaplan Sterling Investments 2010 - 2015
Merrill Lynch January 2006 - August 2010
Wells Fargo Investments June 2001 - January 2006
Prudential Securities April 1997 - June 2001
Union Bank of California August 1994 - April 1997
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Alternative Investments, Estate Planning, Investment Management, Investment Advisory, IRAs, Financial Advisory
Education
University of California, Irvine 1996 — 2012
Personal Financial Planning Certification, Financial Planning
University of California, Riverside 1992 — 1995
BA, Pre-Law Political Sciences
Pure Wealth Management, Inc. August 2010 - Present
Purshe Kaplan Sterling Investments 2010 - 2015
Purshe Kaplan Sterling Investments 2010 - 2015
Merrill Lynch January 2006 - August 2010
Wells Fargo Investments June 2001 - January 2006
Prudential Securities April 1997 - June 2001
Union Bank of California August 1994 - April 1997
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Alternative Investments, Estate Planning, Investment Management, Investment Advisory, IRAs, Financial Advisory
Education
University of California, Irvine 1996 — 2012
Personal Financial Planning Certification, Financial Planning
University of California, Riverside 1992 — 1995
BA, Pre-Law Political Sciences
Garrick Peters Garrick Peters's Merrill Lynch Experience 2007 - Present
Job Certified Financial Planner, CFP® & Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Skills
Retirement Planning, Estate Planning, Investments, Mutual Funds, Wealth Management, 401k, Asset Allocation, Financial Advisory, Alternative Investments, Series 7, Series 63, Investment Strategies, Real Estate, Strategic Financial..., Due Diligence, Mergers, Strategic Planning, Retirement, Asset Management, Portfolio Management, Wealth Management..., Equities, Series 65, FINRA, Securities, Investment Management, IRAs, Mergers & Acquisitions, ETFs, Financial Planners, High Net Worth..., Fixed Annuities, Investment Advisory, Retirement Plan..., Series 6, Financial Planning, Wealth
Education
Chadwick School
University of California, Los Angeles
B.A., Psychology
University of California, Los Angeles
PFP Certificate, Personal Financial Planning
Merrill Lynch 2007 - Present
Skills
Retirement Planning, Estate Planning, Investments, Mutual Funds, Wealth Management, 401k, Asset Allocation, Financial Advisory, Alternative Investments, Series 7, Series 63, Investment Strategies, Real Estate, Strategic Financial..., Due Diligence, Mergers, Strategic Planning, Retirement, Asset Management, Portfolio Management, Wealth Management..., Equities, Series 65, FINRA, Securities, Investment Management, IRAs, Mergers & Acquisitions, ETFs, Financial Planners, High Net Worth..., Fixed Annuities, Investment Advisory, Retirement Plan..., Series 6, Financial Planning, Wealth
Education
Chadwick School
University of California, Los Angeles
B.A., Psychology
University of California, Los Angeles
PFP Certificate, Personal Financial Planning
Deven Kapadia Deven Kapadia's Merrill Lynch Experience January 2008 - June 2008
Job VP Financial Analysis
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
UC Irvine 2009 - 2014
Knightsbridge Asset Management LLC June 2013 - September 2013
Knightsbridge Asset Management LLC June 2012 - September 2012
Merrill Lynch January 2008 - June 2008
Skills
Econometrics, Macroeconomics, Time Series Analysis, Financial Economics, Statistics, University Teaching, Matlab, R, SAS, Gauss, LaTeX, Data Analysis, Statistical Modeling, Mathematical Modeling
Education
University of California, Irvine 2009 — 2014
Doctor of Philosophy (PhD), Economics
University of California, Irvine 2009 — 2012
Master of Science (MS), Statistics
University of California, Riverside 2005 — 2009
Bachelor of Science (BS), Applied Mathematics
JPMorgan Chase & Co. September 2014 - Present
UC Irvine 2009 - 2014
Knightsbridge Asset Management LLC June 2013 - September 2013
Knightsbridge Asset Management LLC June 2012 - September 2012
Merrill Lynch January 2008 - June 2008
Skills
Econometrics, Macroeconomics, Time Series Analysis, Financial Economics, Statistics, University Teaching, Matlab, R, SAS, Gauss, LaTeX, Data Analysis, Statistical Modeling, Mathematical Modeling
Education
University of California, Irvine 2009 — 2014
Doctor of Philosophy (PhD), Economics
University of California, Irvine 2009 — 2012
Master of Science (MS), Statistics
University of California, Riverside 2005 — 2009
Bachelor of Science (BS), Applied Mathematics
Karen Feng Karen Feng's Merrill Lynch Experience June 2011 - March 2012
Job Business Advisory Services Senior Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - August 2015
The Elements Financial Group June 2012 - June 2013
Merrill Lynch June 2011 - March 2012
Skills
Financial Analysis, Economics, Customer Service, Microsoft Excel, Market Research, Microsoft Office, PowerPoint, Finance, Public Speaking, Accounting, Social Media, Microsoft Word, Leadership, Research, Event Planning, Financial Modeling, Access, Mandarin, Bloomberg Terminal, Data Analysis, Investments, Teamwork, Time Management, Internal Audit, APIs, SPSS, Analysis, Outlook, API, Equities, IT Audit, SSAE 16, ITGC, Due Diligence, Internal Controls, Anti Money Laundering, Bank Secrecy Act
Education
University of California, Irvine 2009 — 2013
Bachelor's degree, Business Economics
Foothill High School
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - August 2015
The Elements Financial Group June 2012 - June 2013
Merrill Lynch June 2011 - March 2012
Skills
Financial Analysis, Economics, Customer Service, Microsoft Excel, Market Research, Microsoft Office, PowerPoint, Finance, Public Speaking, Accounting, Social Media, Microsoft Word, Leadership, Research, Event Planning, Financial Modeling, Access, Mandarin, Bloomberg Terminal, Data Analysis, Investments, Teamwork, Time Management, Internal Audit, APIs, SPSS, Analysis, Outlook, API, Equities, IT Audit, SSAE 16, ITGC, Due Diligence, Internal Controls, Anti Money Laundering, Bank Secrecy Act
Education
University of California, Irvine 2009 — 2013
Bachelor's degree, Business Economics
Foothill High School
Armand Cherenegar's Merrill Lynch Experience September 2008 - December 2008
Job Institute for War and Peace Reporting
Industry Public Policy
Experience
IWPR March 2014 - Present
Institute for War and Peace Reporting May 2012 - Present
The Office of Senator Paul Strauss March 2010 - June 2010
Merrill Lynch September 2008 - December 2008
DIRECTV June 2008 - September 2008
United Way of Santa Barbara County July 2005 - January 2006
Skills
Microsoft Excel, Microsoft Office, Social Media, Research, PowerPoint, Microsoft Word, Fundraising, Data Analysis, Public Speaking, Public Policy, SPSS, Editing
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, International Studies
IWPR March 2014 - Present
Institute for War and Peace Reporting May 2012 - Present
The Office of Senator Paul Strauss March 2010 - June 2010
Merrill Lynch September 2008 - December 2008
DIRECTV June 2008 - September 2008
United Way of Santa Barbara County July 2005 - January 2006
Skills
Microsoft Excel, Microsoft Office, Social Media, Research, PowerPoint, Microsoft Word, Fundraising, Data Analysis, Public Speaking, Public Policy, SPSS, Editing
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, International Studies
Dean Jackson Dean Jackson's Merrill Lynch Experience 1996 - 2010
Job Managing Director at Constellation Wealth Advisors
Industry Investment Management
Experience
Constellation Wealth Advisors September 2011 - Present
Exos Partners 2010 - October 2011
Merrill Lynch 1996 - 2010
Skills
Investment Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Private Equity, Venture Capital, Capital Markets, Risk Management
Education
University of California, Irvine 1988 — 1992
Economics
Constellation Wealth Advisors September 2011 - Present
Exos Partners 2010 - October 2011
Merrill Lynch 1996 - 2010
Skills
Investment Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Private Equity, Venture Capital, Capital Markets, Risk Management
Education
University of California, Irvine 1988 — 1992
Economics
Bryan Wells, CEP Bryan Wells, CEP's Merrill Lynch Experience April 2015 - Present
Job PMD Financial Advisor, Corporate Benefits and Advisory Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Skills
Equity Compensation, Compliance, Financial Analysis, Equities, Project Management, Product Management, Microsoft Excel, PowerPoint, Access, Management, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Finance, Business Development, Process Improvement
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Finance
University of California, San Diego 2001 — 2005
Merrill Lynch April 2015 - Present
Skills
Equity Compensation, Compliance, Financial Analysis, Equities, Project Management, Product Management, Microsoft Excel, PowerPoint, Access, Management, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Finance, Business Development, Process Improvement
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Finance
University of California, San Diego 2001 — 2005
Carina Keshishian Carina Keshishian's Merrill Lynch Experience August 2011 - October 2013
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2014 - Present
UBS December 2014 - Present
UBS October 2013 - Present
Merrill Lynch August 2011 - October 2013
Bank of America October 2007 - October 2008
Education
University of California, Irvine 2008 — 2011
Bachelor of Arts (B.A.), Economics
UBS December 2014 - Present
UBS December 2014 - Present
UBS October 2013 - Present
Merrill Lynch August 2011 - October 2013
Bank of America October 2007 - October 2008
Education
University of California, Irvine 2008 — 2011
Bachelor of Arts (B.A.), Economics
Darrick Chung's Merrill Lynch Experience March 2010 - June 2011
Job Financial Services Professional at the Pollakov Financial Group
Industry Financial Services
Experience
Kaenyama Sushi & Teppanyaki November 2013 - May 2015
MassMutual Financial Group January 2012 - August 2013
Bank of America June 2011 - October 2011
Merrill Lynch March 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Outlook, Leadership, Computer Repair, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Management, Investments, Sales, Training
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Arroyo High School 2003 — 2007
Kaenyama Sushi & Teppanyaki November 2013 - May 2015
MassMutual Financial Group January 2012 - August 2013
Bank of America June 2011 - October 2011
Merrill Lynch March 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Outlook, Leadership, Computer Repair, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Management, Investments, Sales, Training
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Arroyo High School 2003 — 2007
Gregory Sabala Gregory Sabala's Merrill Lynch Experience 2012 - 2012
Job Senior Manager/Advertising/Global Marketing/Sales/Strategic Planning/Brand Management/Marketing Communications
Industry Marketing and Advertising
Experience
DenMat Holdings, LLC March 2013 - December 2013
C.K. Cooper & Company 2013 - 2013
Sybron Dental Specialties - Orascoptic Division July 2008 - March 2012
Merrill Lynch 2012 - 2012
Additional Experience Prior to 1998 September 1992 - September 2007
Brad Barry Company January 2005 - October 2006
Skills
Marketing Management, Market Research, Cross-functional Team..., Marketing Communications, Product Development, Competitive Analysis, Advertising, Business Planning, Forecasting, Management, Marketing, Strategic Planning, Sales, Key Account Management, Product Marketing, Budgets, Team Building, Marketing Strategy, Pricing, Brand Management, Public Relations, Digital Marketing, New Business Development, Product Launch, Product Management, Sales Management, Pricing Strategy, Direct Marketing, Leadership, P, Trade Shows
Education
University of Southern California 1989 — 1991
MBA, Marketing
University of California, Irvine 1988 — 1989
BS, Sociology
DenMat Holdings, LLC March 2013 - December 2013
C.K. Cooper & Company 2013 - 2013
Sybron Dental Specialties - Orascoptic Division July 2008 - March 2012
Merrill Lynch 2012 - 2012
Additional Experience Prior to 1998 September 1992 - September 2007
Brad Barry Company January 2005 - October 2006
Skills
Marketing Management, Market Research, Cross-functional Team..., Marketing Communications, Product Development, Competitive Analysis, Advertising, Business Planning, Forecasting, Management, Marketing, Strategic Planning, Sales, Key Account Management, Product Marketing, Budgets, Team Building, Marketing Strategy, Pricing, Brand Management, Public Relations, Digital Marketing, New Business Development, Product Launch, Product Management, Sales Management, Pricing Strategy, Direct Marketing, Leadership, P, Trade Shows
Education
University of Southern California 1989 — 1991
MBA, Marketing
University of California, Irvine 1988 — 1989
BS, Sociology
Jillian Leach Jillian Leach's Merrill Lynch Experience January 2011 - June 2011
Job Financial Analyst II at Experian
Industry Financial Services
Experience
Experian July 2014 - Present
Experian August 2012 - July 2014
Broadcom January 2012 - July 2012
Undergraduate Finance Association March 2011 - July 2012
Pathway Capital Management June 2011 - November 2011
Merrill Lynch January 2011 - June 2011
UC Irvine Starbucks Coffee September 2010 - June 2011
Undergraduate Finance Association September 2010 - March 2011
Undergraduate Finance Association April 2009 - September 2010
Pleasant Valley High School Library August 2008 - June 2009
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts, Economics
Colegio Jesus Eucaristia 2008 — 2009
Pleasant Valley High School 2004 — 2008
High School Diploma
Experian July 2014 - Present
Experian August 2012 - July 2014
Broadcom January 2012 - July 2012
Undergraduate Finance Association March 2011 - July 2012
Pathway Capital Management June 2011 - November 2011
Merrill Lynch January 2011 - June 2011
UC Irvine Starbucks Coffee September 2010 - June 2011
Undergraduate Finance Association September 2010 - March 2011
Undergraduate Finance Association April 2009 - September 2010
Pleasant Valley High School Library August 2008 - June 2009
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts, Economics
Colegio Jesus Eucaristia 2008 — 2009
Pleasant Valley High School 2004 — 2008
High School Diploma
Jared Swartz's Merrill Lynch Experience July 2008 - September 2008
Job Master of Accounting Candidate
Industry Accounting
Experience
Specialty Audio Group December 2011 - March 2014
Mont Pelerin Capital August 2011 - November 2011
Profit Recovery Partners October 2010 - August 2011
Merrill Lynch July 2008 - September 2008
Skills
Business Process..., Data Analysis, Financial Analysis, Financial Modeling, Finance, Leadership
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master of Accounting, Accounting
University of California, Irvine 2006 — 2010
BA, Business Economics
Specialty Audio Group December 2011 - March 2014
Mont Pelerin Capital August 2011 - November 2011
Profit Recovery Partners October 2010 - August 2011
Merrill Lynch July 2008 - September 2008
Skills
Business Process..., Data Analysis, Financial Analysis, Financial Modeling, Finance, Leadership
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master of Accounting, Accounting
University of California, Irvine 2006 — 2010
BA, Business Economics
Stacy Tredennick Stacy Tredennick's Merrill Lynch Experience September 2002 - January 2011
Job Personal Financial Advisor through Royal Alliance Associates, Inc.
Industry Financial Services
Experience
Royal Alliance Associates, Inc. January 2011 - Present
Merrill Lynch September 2002 - January 2011
Homestore.com January 1999 - April 2002
FedEx 1991 - 1998
Skills
Strategic Financial..., Retirement Planning, Financial Services, Wealth Management, College Savings Plans, 529 Plans, College Education..., Equity Indexed Annuities, Fixed Annuities, Term Life Insurance, Investments, ETFs, Bonds, Alternative Investments, Securities, Roth IRA, IRAs, Mutual Funds, Financial Advisory, Investment Management, Portfolio Management, Estate Planning
Education
University of California, Los Angeles 1987 — 1991
BA, Communications and Business
Saint Francis High School, Mountain View, CA
Royal Alliance Associates, Inc. January 2011 - Present
Merrill Lynch September 2002 - January 2011
Homestore.com January 1999 - April 2002
FedEx 1991 - 1998
Skills
Strategic Financial..., Retirement Planning, Financial Services, Wealth Management, College Savings Plans, 529 Plans, College Education..., Equity Indexed Annuities, Fixed Annuities, Term Life Insurance, Investments, ETFs, Bonds, Alternative Investments, Securities, Roth IRA, IRAs, Mutual Funds, Financial Advisory, Investment Management, Portfolio Management, Estate Planning
Education
University of California, Los Angeles 1987 — 1991
BA, Communications and Business
Saint Francis High School, Mountain View, CA
Amir Arbabi Amir Arbabi's Merrill Lynch Experience 2007 - 2010
Job Managing Director at Retirement Benefits Group
Industry Investment Management
Experience
Retirement Benefits Group February 2012 - Present
Insight Investment Strategies January 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Merrill Lynch 2007 - 2010
Mass Mutual 2004 - 2007
A-Squared Consulting 2000 - 2004
Internet Brands 1998 - 2000
Skills
Retirement Planning, Deferred Compensation, Executive Pay, 401k, Financial Advisory, Portfolio Management, Retirement, Employee Benefits, Retirement Plan..., Pensions, Investments, Strategic Financial..., Estate Planning, FINRA, Insurance, Series 63, Wealth Management, Securities, Series 7, Separately Managed..., Strategy, Risk Management, Mutual Funds, Due Diligence, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Financial Planners
Education
University of California, Los Angeles 1991 — 1995
Woodbridge High 1987 — 1991
Retirement Benefits Group February 2012 - Present
Insight Investment Strategies January 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Merrill Lynch 2007 - 2010
Mass Mutual 2004 - 2007
A-Squared Consulting 2000 - 2004
Internet Brands 1998 - 2000
Skills
Retirement Planning, Deferred Compensation, Executive Pay, 401k, Financial Advisory, Portfolio Management, Retirement, Employee Benefits, Retirement Plan..., Pensions, Investments, Strategic Financial..., Estate Planning, FINRA, Insurance, Series 63, Wealth Management, Securities, Series 7, Separately Managed..., Strategy, Risk Management, Mutual Funds, Due Diligence, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Financial Planners
Education
University of California, Los Angeles 1991 — 1995
Woodbridge High 1987 — 1991
Nico March Nico March's Merrill Lynch Experience February 1982 - November 1995
Job Senior Vice President Investments and Senior Institutional Consultant at The March Group of Wells Fargo Advisors,LLC
Industry Financial Services
Experience
The March Group of Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC January 2003 - December 2008
Prudential Securities November 1995 - December 2002
Merrill Lynch February 1982 - November 1995
Skills
Investment Strategies, Financial Advisory, 401k, Fixed Income, Needs-Based Analysis, Structured Asset..., Institutional Analysis
Education
University of California, San Diego - School of Medicine 1978 — 1980
Medical Research
University of California, San Diego 1974 — 1978
University of California, Los Angeles
The March Group of Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC January 2003 - December 2008
Prudential Securities November 1995 - December 2002
Merrill Lynch February 1982 - November 1995
Skills
Investment Strategies, Financial Advisory, 401k, Fixed Income, Needs-Based Analysis, Structured Asset..., Institutional Analysis
Education
University of California, San Diego - School of Medicine 1978 — 1980
Medical Research
University of California, San Diego 1974 — 1978
University of California, Los Angeles
Larry Fernandez Larry Fernandez's Merrill Lynch Experience February 1999 - November 2010
Job Managing Partner, Victus Capital Wealth, LLC
Industry Financial Services
Experience
Victus Capital Wealth November 2010 - Present
Merrill Lynch February 1999 - November 2010
Skills
Estate Planning, Series 7, Wealth Management, Retirement Planning, Asset Managment, Private Equity, Investments, Mutual Funds, Portfolio Management, Valuation, Fixed Income, Securities, Alternative Investments, Financial Analysis, Financial Modeling, Mergers, Asset Allocation, Strategic Financial...
Education
University of California, Los Angeles
BA, Economics
Victus Capital Wealth November 2010 - Present
Merrill Lynch February 1999 - November 2010
Skills
Estate Planning, Series 7, Wealth Management, Retirement Planning, Asset Managment, Private Equity, Investments, Mutual Funds, Portfolio Management, Valuation, Fixed Income, Securities, Alternative Investments, Financial Analysis, Financial Modeling, Mergers, Asset Allocation, Strategic Financial...
Education
University of California, Los Angeles
BA, Economics
Sara Lovell Sara Lovell's Merrill Lynch Experience June 2008 - September 2012
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2015 - Present
JPMorgan Chase Bank N.A. May 2014 - April 2015
AXA Advisors November 2013 - May 2014
Raymond James Financial Services, Inc. September 2012 - September 2013
Merrill Lynch June 2008 - September 2012
Merrill Lynch April 2007 - June 2008
Education
University of California, Irvine 2004 — 2008
JP Morgan Chase Bank N.A. April 2015 - Present
JPMorgan Chase Bank N.A. May 2014 - April 2015
AXA Advisors November 2013 - May 2014
Raymond James Financial Services, Inc. September 2012 - September 2013
Merrill Lynch June 2008 - September 2012
Merrill Lynch April 2007 - June 2008
Education
University of California, Irvine 2004 — 2008
Jarryd Reyes Jarryd Reyes's Merrill Lynch Experience September 2012 - January 2014
Job Investment Specialist at SchoolsFirst Federal Credit Union
Industry Financial Services
Experience
SchoolsFirst Federal Credit Union February 2014 - Present
Merrill Lynch September 2012 - January 2014
Bank of America April 2011 - September 2012
Skills
Financial Analysis, Banking, Credit, Portfolio Management, Wealth Management, Accounting, Finance, Fixed Annuities, Financial Services
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics
SchoolsFirst Federal Credit Union February 2014 - Present
Merrill Lynch September 2012 - January 2014
Bank of America April 2011 - September 2012
Skills
Financial Analysis, Banking, Credit, Portfolio Management, Wealth Management, Accounting, Finance, Fixed Annuities, Financial Services
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics
Olga Parvin Olga Parvin's Merrill Lynch Experience September 2010 - March 2011
Job Production Onboard Administrator; Executive Assistant
Industry Financial Services
Experience
Home Point Financial July 2015 - Present
Emery Financial Inc. May 2014 - Present
JT Schmid's Restaurant & Brewery July 2010 - April 2014
Circle K International March 2011 - March 2012
Student Parent Orientation Program, UCI March 2011 - August 2011
Merrill Lynch September 2010 - March 2011
Circle K International March 2010 - March 2011
Skills
Business, Event Planning, Leadership, Time Management, Social Media, Teamwork, Social Media Marketing, Team Building, Communication, Volunteering, Non-profit Volunteer, Sustainability, Environmental Issues, Fundraising, Community Outreach, Management, Social Networking, Customer Service, Microsoft Excel, Microsoft Office
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Home Point Financial July 2015 - Present
Emery Financial Inc. May 2014 - Present
JT Schmid's Restaurant & Brewery July 2010 - April 2014
Circle K International March 2011 - March 2012
Student Parent Orientation Program, UCI March 2011 - August 2011
Merrill Lynch September 2010 - March 2011
Circle K International March 2010 - March 2011
Skills
Business, Event Planning, Leadership, Time Management, Social Media, Teamwork, Social Media Marketing, Team Building, Communication, Volunteering, Non-profit Volunteer, Sustainability, Environmental Issues, Fundraising, Community Outreach, Management, Social Networking, Customer Service, Microsoft Excel, Microsoft Office
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Ali Yavari Ali Yavari's Merrill Lynch Experience April 2014 - Present
Job Assistant Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
MetLife November 2011 - April 2014
Cordoba Corporation March 2009 - June 2010
TEP August 2008 - March 2009
Caltrans November 2007 - June 2008
Skills
Insurance, Retirement, Investment Strategies, Microsoft Office, Securities, Project Management, Data Analysis, Statistics, Synchro, Strategic Planning, Asset Allocation, Financial Services, Civil Engineering, Management, AutoCAD, Road, Project Planning, Contract Management, Business Strategy, Financial Analysis, Primavera P6, Construction Management, Bridge, Transportation Planning, Construction, Finance, Employee Benefits
Education
UCI 2004 — 2009
Master's degree, Civil Engineering
University of California, Irvine 2004 — 2009
MS, Civil Engineering
Merrill Lynch April 2014 - Present
MetLife November 2011 - April 2014
Cordoba Corporation March 2009 - June 2010
TEP August 2008 - March 2009
Caltrans November 2007 - June 2008
Skills
Insurance, Retirement, Investment Strategies, Microsoft Office, Securities, Project Management, Data Analysis, Statistics, Synchro, Strategic Planning, Asset Allocation, Financial Services, Civil Engineering, Management, AutoCAD, Road, Project Planning, Contract Management, Business Strategy, Financial Analysis, Primavera P6, Construction Management, Bridge, Transportation Planning, Construction, Finance, Employee Benefits
Education
UCI 2004 — 2009
Master's degree, Civil Engineering
University of California, Irvine 2004 — 2009
MS, Civil Engineering
Tulsi Sheth's Merrill Lynch Experience September 2014 - February 2015
Job Microfinance Manager
Industry Financial Services
Experience
EduCARE India NGO June 2015 - Present
Merrill Lynch September 2014 - February 2015
Macroeconomic Research Department at UCLA September 2012 - May 2014
Merrill Lynch June 2013 - September 2013
UCLA Lu Valle Commons October 2011 - June 2013
Skills
Microsoft Excel, Microsoft Word, Data Analysis, Research, Microsoft Office, PowerPoint, Public Speaking, Economics, Financial Modeling, Matlab, Stata, Spanish, Social Media, Social Networking, Event Planning, SQL, C++, R
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Science (BS), Mathematics/Economics, Junior
EduCARE India NGO June 2015 - Present
Merrill Lynch September 2014 - February 2015
Macroeconomic Research Department at UCLA September 2012 - May 2014
Merrill Lynch June 2013 - September 2013
UCLA Lu Valle Commons October 2011 - June 2013
Skills
Microsoft Excel, Microsoft Word, Data Analysis, Research, Microsoft Office, PowerPoint, Public Speaking, Economics, Financial Modeling, Matlab, Stata, Spanish, Social Media, Social Networking, Event Planning, SQL, C++, R
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Science (BS), Mathematics/Economics, Junior
Chris Rangel's Merrill Lynch Experience May 2012 - January 2014
Job Senior Vice President at BBVA
Industry Banking
Experience
BBVA July 2015 - Present
Bank of America April 2014 - Present
Institute on The Constitution January 2014 - Present
Circle of Insight May 2013 - Present
Merrill Lynch May 2012 - January 2014
American Strategic Capital August 2009 - May 2012
Rangel Development Group March 2001 - July 2009
Pivotal Corporation January 1999 - February 2001
IMA Corporation January 1996 - December 1998
Federal Reserve Bank of San Francisco December 1993 - January 1996
Skills
Financial Analysis, The Constitution of..., Financial Modeling, Business Tax Planning, Econometric Modeling, Data Analysis, Contract Negotiation, Investments, Pensions, Investment Strategies, Portfolio Management, Equities, Investment Advisory, Behavioral Finance, Tactical Asset..., Construction Management, Program Management, Systems Management, Site Development, Construction Engineering, Excavation, Pipeline Construction, Excavation Safety, Dewatering, Flood Control, Water Systems, Water Treatment, Pump Stations, Compaction, Electrical Contracting, Labor Relations, Surety Bonds, Constitutional Rights, Subcontracting, Finance, Risk Management, Investment Management, Public Speaking, Strategic Planning, Banking, Business Strategy, Management, Sales, Strategy, Leadership
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Finance and Strategy
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
BBVA July 2015 - Present
Bank of America April 2014 - Present
Institute on The Constitution January 2014 - Present
Circle of Insight May 2013 - Present
Merrill Lynch May 2012 - January 2014
American Strategic Capital August 2009 - May 2012
Rangel Development Group March 2001 - July 2009
Pivotal Corporation January 1999 - February 2001
IMA Corporation January 1996 - December 1998
Federal Reserve Bank of San Francisco December 1993 - January 1996
Skills
Financial Analysis, The Constitution of..., Financial Modeling, Business Tax Planning, Econometric Modeling, Data Analysis, Contract Negotiation, Investments, Pensions, Investment Strategies, Portfolio Management, Equities, Investment Advisory, Behavioral Finance, Tactical Asset..., Construction Management, Program Management, Systems Management, Site Development, Construction Engineering, Excavation, Pipeline Construction, Excavation Safety, Dewatering, Flood Control, Water Systems, Water Treatment, Pump Stations, Compaction, Electrical Contracting, Labor Relations, Surety Bonds, Constitutional Rights, Subcontracting, Finance, Risk Management, Investment Management, Public Speaking, Strategic Planning, Banking, Business Strategy, Management, Sales, Strategy, Leadership
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Finance and Strategy
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Laurie (Saunders) Roos Laurie (Saunders) Roos's Merrill Lynch Experience February 2011 - December 2012
Job Home Mortgage Consultant at Wells Fargo/NMLS#282941
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Merrill Lynch February 2011 - December 2012
Wells Fargo Home Mortgage October 1998 - February 2006
Wells Fargo Bank August 1994 - June 1997
3M Co. September 1981 - April 1985
Skills
Retirement Planning, Mortgage Lending, Loans, Investments, Credit, Retirement, Wealth Management, Wealth, Financial Analysis, Small Business, Due Diligence, Microsoft Excel, Data Analysis, Medical Devices, Microsoft Office
Education
University of California, Los Angeles 1974 — 1979
B.A., Microbiology
Wells Fargo January 2013 - Present
Merrill Lynch February 2011 - December 2012
Wells Fargo Home Mortgage October 1998 - February 2006
Wells Fargo Bank August 1994 - June 1997
3M Co. September 1981 - April 1985
Skills
Retirement Planning, Mortgage Lending, Loans, Investments, Credit, Retirement, Wealth Management, Wealth, Financial Analysis, Small Business, Due Diligence, Microsoft Excel, Data Analysis, Medical Devices, Microsoft Office
Education
University of California, Los Angeles 1974 — 1979
B.A., Microbiology
Janis Altman Janis Altman's Merrill Lynch Experience 1978 - 1982
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Merrill Lynch 1978 - 1982
Education
University of California, Los Angeles
Merrill Lynch 1978 - 1982
Education
University of California, Los Angeles
Urooj (Khan) Rehman's Merrill Lynch Experience June 2008 - June 2009
Job Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton June 2009 - Present
Merrill Lynch June 2008 - June 2009
Skills
Financial Analysis, Project Management, Microsoft Excel, Microsoft Office, Business Analysis, Strategic Planning, Analysis, PowerPoint, Microsoft Word, Security, Change Management, SharePoint, Program Management, Government, Risk Management, Data Analysis, Process Improvement, Policy, Business Process..., Leadership, Management Consulting, Strategy, Market Research
Education
University of California, Irvine 2005 — 2009
B.A, Political Science
Booz Allen Hamilton June 2009 - Present
Merrill Lynch June 2008 - June 2009
Skills
Financial Analysis, Project Management, Microsoft Excel, Microsoft Office, Business Analysis, Strategic Planning, Analysis, PowerPoint, Microsoft Word, Security, Change Management, SharePoint, Program Management, Government, Risk Management, Data Analysis, Process Improvement, Policy, Business Process..., Leadership, Management Consulting, Strategy, Market Research
Education
University of California, Irvine 2005 — 2009
B.A, Political Science
Thomas Cornelius Thomas Cornelius's Merrill Lynch Experience July 2013 - Present
Job Associate at CCMP Capital
Industry Venture Capital & Private Equity
Experience
CCMP Capital August 2015 - Present
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Covert & Co. July 2011 - March 2012
Interfraternity Council November 2010 - January 2012
Churchill Management Group October 2010 - June 2011
Sigma Phi Epsilon January 2010 - December 2010
UBS Wealth Management June 2010 - September 2010
Skills
Capital IQ, Financial Modeling
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Piedmont High School 2005 — 2009
CCMP Capital August 2015 - Present
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Covert & Co. July 2011 - March 2012
Interfraternity Council November 2010 - January 2012
Churchill Management Group October 2010 - June 2011
Sigma Phi Epsilon January 2010 - December 2010
UBS Wealth Management June 2010 - September 2010
Skills
Capital IQ, Financial Modeling
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Piedmont High School 2005 — 2009
Shannon Wu's Merrill Lynch Experience June 2014 - September 2014
Job Business Development Intern at Siemer & Associates
Industry Management Consulting
Experience
Siemer & Associates April 2015 - Present
UCLA Anderson School of Management February 2015 - Present
Insomniac Events January 2015 - March 2015
Abercrombie & Fitch July 2014 - September 2014
Merrill Lynch June 2014 - September 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Research, Teamwork, Microsoft Excel, Social Media, Leadership
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (BA), Communication Studies
Arcadia High School 2009 — 2013
Unweighted Cumulative GPA: 3.97
Siemer & Associates April 2015 - Present
UCLA Anderson School of Management February 2015 - Present
Insomniac Events January 2015 - March 2015
Abercrombie & Fitch July 2014 - September 2014
Merrill Lynch June 2014 - September 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Research, Teamwork, Microsoft Excel, Social Media, Leadership
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (BA), Communication Studies
Arcadia High School 2009 — 2013
Unweighted Cumulative GPA: 3.97
Maggie Tsui Maggie Tsui's Merrill Lynch Experience June 2015 - August 2015
Job Financial Advisor Intern at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch June 2015 - August 2015
UCI International Summer Session May 2014 - November 2014
Top Guy International Trading, Inc. June 2010 - September 2013
Skills
Teamwork, Public Speaking, Leadership, Accounting, Sales, Marketing, Business Development, Team Motivation, Customer Service, Microsoft Word, Research, Team Leadership, Management, Social Media, Time Management, Facebook, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2017
Business Administration
Merrill Lynch June 2015 - August 2015
UCI International Summer Session May 2014 - November 2014
Top Guy International Trading, Inc. June 2010 - September 2013
Skills
Teamwork, Public Speaking, Leadership, Accounting, Sales, Marketing, Business Development, Team Motivation, Customer Service, Microsoft Word, Research, Team Leadership, Management, Social Media, Time Management, Facebook, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2017
Business Administration
Samuel Estacio Samuel Estacio's Merrill Lynch Experience June 2009 - January 2010
Job Consulting Analyst (via Vaco) at HCP
Industry Commercial Real Estate
Experience
HCP, Inc. February 2015 - Present
Vaco March 2013 - Present
Research Affiliates September 2014 - October 2014
True Investments, LLC July 2014 - August 2014
Specific Media May 2013 - April 2014
US Lines, LLC [CMA CGM Subsidiary] July 2011 - March 2013
Merrill Lynch June 2009 - January 2010
UC Irvine Extension October 2008 - June 2009
Dearinger May 2007 - September 2007
Oneleven Productions April 2005 - June 2007
Skills
Container Shipping, Export, Logistics, Operations, Business Analysis, Adobe Audition, Music, DJ, Audio Editing, Audio Mixing, Wealth Management, Event Management, Team Coordination, Project Coordination, Customer Service, Entrepreneurial..., Excel, Microsoft Excel, Entrepreneurship, Container, Event Planning, Facebook, Microsoft Word, Microsoft Office, Marketing, Advertising, Teamwork, Online Advertising, Social Networking, Time Management
Education
University of California, Irvine 2009 — 2011
B.A. Economics, Minor in Management
2015 Level I Candidate in the CFA Program
Westview High School
Westview High School
HCP, Inc. February 2015 - Present
Vaco March 2013 - Present
Research Affiliates September 2014 - October 2014
True Investments, LLC July 2014 - August 2014
Specific Media May 2013 - April 2014
US Lines, LLC [CMA CGM Subsidiary] July 2011 - March 2013
Merrill Lynch June 2009 - January 2010
UC Irvine Extension October 2008 - June 2009
Dearinger May 2007 - September 2007
Oneleven Productions April 2005 - June 2007
Skills
Container Shipping, Export, Logistics, Operations, Business Analysis, Adobe Audition, Music, DJ, Audio Editing, Audio Mixing, Wealth Management, Event Management, Team Coordination, Project Coordination, Customer Service, Entrepreneurial..., Excel, Microsoft Excel, Entrepreneurship, Container, Event Planning, Facebook, Microsoft Word, Microsoft Office, Marketing, Advertising, Teamwork, Online Advertising, Social Networking, Time Management
Education
University of California, Irvine 2009 — 2011
B.A. Economics, Minor in Management
2015 Level I Candidate in the CFA Program
Westview High School
Westview High School
Rachel Diaz-Toner Rachel Diaz-Toner's Merrill Lynch Experience November 1984 - January 1987
Job Short Sale/Deed in Lieu Specialist II at Bank of America
Industry Banking
Experience
Bank of America April 2014 - Present
Bank of America May 2012 - April 2014
Bank of America October 2010 - April 2012
Good Shepherd Lutheran School October 2005 - June 2010
Saint Rose Of Lima School August 1993 - June 1995
Kidder, Peabody & Associates January 1987 - July 1993
Merrill Lynch November 1984 - January 1987
Skills
Banking, Customer Service, Management, Risk Management, Microsoft Office, Leadership, Project Management, Credit, Financial Analysis, Sales
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Sociology with Business Administration Certificate
Bank of America April 2014 - Present
Bank of America May 2012 - April 2014
Bank of America October 2010 - April 2012
Good Shepherd Lutheran School October 2005 - June 2010
Saint Rose Of Lima School August 1993 - June 1995
Kidder, Peabody & Associates January 1987 - July 1993
Merrill Lynch November 1984 - January 1987
Skills
Banking, Customer Service, Management, Risk Management, Microsoft Office, Leadership, Project Management, Credit, Financial Analysis, Sales
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Sociology with Business Administration Certificate
Vance Ito Vance Ito's Merrill Lynch Experience 1999 - 2002
Job CFO, Associate Dean
Industry Higher Education
Experience
USC DORNSIFE COLLEGE OF LETTERS, ARTS & SCIENCES February 2015 - Present
Keck School of Medicine of USC December 2012 - February 2015
Trident University International (fka TUI University) June 2010 - December 2012
Glenmount Global Solutions April 2009 - March 2010
Obagi Medical Products, Inc. December 2005 - April 2009
ECO2, LLC 2002 - 2005
Merrill Lynch 1999 - 2002
TSW Alloy Wheels 1995 - 1998
Price Waterhouse 1988 - 1995
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, SEC filings, CPA, Budgets, Accounts Payable, Forecasting, Process Improvement, Accounts Receivable, Sarbanes-Oxley Act, US GAAP, Finance, GAAP, Management, Strategic Planning, Financial Accounting, Cost Accounting, IPO, Payroll, Financial Modeling, Strategic Financial..., Variance Analysis, Internal Controls, QuickBooks, Due Diligence, Corporate Finance, Analysis, SEC Filings, Financial Planning
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, EMBA Program
University of Southern California 1982 — 1987
BS, Business / Accounting
University of Cambridge 1986 — 1986
Brittish Law
Waseda University 1984 — 1985
Study Abroad, Japanese language and culture
USC DORNSIFE COLLEGE OF LETTERS, ARTS & SCIENCES February 2015 - Present
Keck School of Medicine of USC December 2012 - February 2015
Trident University International (fka TUI University) June 2010 - December 2012
Glenmount Global Solutions April 2009 - March 2010
Obagi Medical Products, Inc. December 2005 - April 2009
ECO2, LLC 2002 - 2005
Merrill Lynch 1999 - 2002
TSW Alloy Wheels 1995 - 1998
Price Waterhouse 1988 - 1995
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, SEC filings, CPA, Budgets, Accounts Payable, Forecasting, Process Improvement, Accounts Receivable, Sarbanes-Oxley Act, US GAAP, Finance, GAAP, Management, Strategic Planning, Financial Accounting, Cost Accounting, IPO, Payroll, Financial Modeling, Strategic Financial..., Variance Analysis, Internal Controls, QuickBooks, Due Diligence, Corporate Finance, Analysis, SEC Filings, Financial Planning
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, EMBA Program
University of Southern California 1982 — 1987
BS, Business / Accounting
University of Cambridge 1986 — 1986
Brittish Law
Waseda University 1984 — 1985
Study Abroad, Japanese language and culture
Erick Frausto Erick Frausto's Merrill Lynch Experience January 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
National Hispanic Organization of Real Estate Associates April 2011 - December 2012
Northwestern Mutual June 2010 - June 2012
Skills
Retirement Planning, Finance, Investments, Banking, Mutual Funds, Financial Advisory, Financial Analysis, Customer Service, Stocks, Bonds, Marketing, Retirement
Education
University of California, Irvine
Bachelor of Arts, Social Science, Chicano Latino Studies Minor
Merrill Lynch January 2013 - Present
National Hispanic Organization of Real Estate Associates April 2011 - December 2012
Northwestern Mutual June 2010 - June 2012
Skills
Retirement Planning, Finance, Investments, Banking, Mutual Funds, Financial Advisory, Financial Analysis, Customer Service, Stocks, Bonds, Marketing, Retirement
Education
University of California, Irvine
Bachelor of Arts, Social Science, Chicano Latino Studies Minor
Steve Baaden Steve Baaden's Merrill Lynch Experience September 2008 - February 2013
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2013 - Present
Merrill Lynch September 2008 - February 2013
Morgan Stanley May 2005 - September 2008
UBS May 1986 - May 2005
Education
University of California, Los Angeles 1982 — 1985
Bachelor of Science (BS), Economics
Oppenheimer & Co. Inc. February 2013 - Present
Merrill Lynch September 2008 - February 2013
Morgan Stanley May 2005 - September 2008
UBS May 1986 - May 2005
Education
University of California, Los Angeles 1982 — 1985
Bachelor of Science (BS), Economics
Eddy Zhang Eddy Zhang's Merrill Lynch Experience April 2012 - November 2012
Job Management Consulting Analyst at Accenture
Industry Financial Services
Experience
Accenture April 2015 - Present
Northwestern Mutual December 2013 - January 2015
Merrill Lynch April 2012 - November 2012
Pleasanton Chamber of Commerce May 2011 - June 2011
Skills
Public Speaking, Microsoft Excel, Financial Analysis, Investments, Microsoft Word, PowerPoint, Building Relationships, Data Analysis, Bloomberg, Team Leadership, Dependable Team Player, Financial Risk..., Wealth Accumulation, Tax Efficiency, Finance, Leadership, Microsoft Office, Event Planning, Customer Service, Social Media, Social Networking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Political Science/Economics, Music Industry Minor
Amador Valley High School 2007 — 2011
Accenture April 2015 - Present
Northwestern Mutual December 2013 - January 2015
Merrill Lynch April 2012 - November 2012
Pleasanton Chamber of Commerce May 2011 - June 2011
Skills
Public Speaking, Microsoft Excel, Financial Analysis, Investments, Microsoft Word, PowerPoint, Building Relationships, Data Analysis, Bloomberg, Team Leadership, Dependable Team Player, Financial Risk..., Wealth Accumulation, Tax Efficiency, Finance, Leadership, Microsoft Office, Event Planning, Customer Service, Social Media, Social Networking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Political Science/Economics, Music Industry Minor
Amador Valley High School 2007 — 2011
Raffaele Saposhnik's Merrill Lynch Experience June 2015 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Aflac July 2014 - May 2015
Mathnasium - The Math Learning Center 2013 - January 2015
Skills
Leadership, Public Speaking, Social Media, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Data Analysis, Finance, Accounting
Education
University of California, Los Angeles 2013 — 2017
Business/Economics
St. Margaret's Episcopal School 2009 — 2013
Merrill Lynch June 2015 - Present
Aflac July 2014 - May 2015
Mathnasium - The Math Learning Center 2013 - January 2015
Skills
Leadership, Public Speaking, Social Media, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Data Analysis, Finance, Accounting
Education
University of California, Los Angeles 2013 — 2017
Business/Economics
St. Margaret's Episcopal School 2009 — 2013
Tevan Asaturi Tevan Asaturi's Merrill Lynch Experience December 2008 - April 2009
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Morale Realty September 2013 - June 2014
JPMorgan Chase & Co. January 2012 - March 2014
JPMorgan Chase August 2010 - January 2012
Northwestern Mutual December 2009 - June 2010
Alpha Epsilon Omega 2008 - 2010
Merrill Lynch December 2008 - April 2009
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of California, Irvine 2006 — 2010
B.A, Business Economics
JPMorgan Chase March 2014 - Present
Morale Realty September 2013 - June 2014
JPMorgan Chase & Co. January 2012 - March 2014
JPMorgan Chase August 2010 - January 2012
Northwestern Mutual December 2009 - June 2010
Alpha Epsilon Omega 2008 - 2010
Merrill Lynch December 2008 - April 2009
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of California, Irvine 2006 — 2010
B.A, Business Economics
Elizabeth Farina Elizabeth Farina's Merrill Lynch Experience January 2011 - September 2013
Job Credit Underwriter at Bank of America
Industry Financial Services
Experience
Bank of America September 2013 - Present
Merrill Lynch January 2011 - September 2013
Merrill Lynch November 2009 - January 2011
Skills
Banking, Bloomberg, Credit, Credit Analysis, Customer Service, Finance, Financial Advisory, Financial Analysis, Investments, Loans, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Wealth Management, Portfolio Management, Fixed Income, Financial Modeling, Financial Statement...
Education
University of Southern California 2010 — 2011
MAT, Secondary Education- Social Studies
University of California, Irvine 2006 — 2006
Master of Arts (M.A.), History
UC Irvine 2003 — 2006
Bachelor of Arts (B.A.), History
Bank of America September 2013 - Present
Merrill Lynch January 2011 - September 2013
Merrill Lynch November 2009 - January 2011
Skills
Banking, Bloomberg, Credit, Credit Analysis, Customer Service, Finance, Financial Advisory, Financial Analysis, Investments, Loans, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Wealth Management, Portfolio Management, Fixed Income, Financial Modeling, Financial Statement...
Education
University of Southern California 2010 — 2011
MAT, Secondary Education- Social Studies
University of California, Irvine 2006 — 2006
Master of Arts (M.A.), History
UC Irvine 2003 — 2006
Bachelor of Arts (B.A.), History
Trey Faith Trey Faith's Merrill Lynch Experience 2011 - August 2013
Job Investment Management & Private Equity
Industry Investment Management
Experience
W.L. Faith Investment Management September 2014 - Present
Wells Fargo Advisors - Private Client Group August 2013 - September 2014
Merrill Lynch 2011 - August 2013
TicketDerby, Inc. 2008 - 2011
United States Marine Corps 2002 - 2008
Skills
Organizational..., Strategic Planning, Team Leadership, Business Planning, Budgets, Management, Leadership, Entrepreneurship, Finance, Teamwork, Strategy, Small Business, Banking, Analysis, Executive Management, Public Speaking, Marketing, Customer Service, Social Media Marketing, Team Building, Retirement Planning
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (MBA)
Walden University
Bachelor of Science
W.L. Faith Investment Management September 2014 - Present
Wells Fargo Advisors - Private Client Group August 2013 - September 2014
Merrill Lynch 2011 - August 2013
TicketDerby, Inc. 2008 - 2011
United States Marine Corps 2002 - 2008
Skills
Organizational..., Strategic Planning, Team Leadership, Business Planning, Budgets, Management, Leadership, Entrepreneurship, Finance, Teamwork, Strategy, Small Business, Banking, Analysis, Executive Management, Public Speaking, Marketing, Customer Service, Social Media Marketing, Team Building, Retirement Planning
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (MBA)
Walden University
Bachelor of Science
Diana Tsai's Merrill Lynch Experience June 2008 - June 2009
Job M.Arch Candidate: Taubman College of Architecture + Urban Planning
Industry Architecture & Planning
Experience
Taubman College of Architecture + Urban Planning, University of Michigan January 2015 - Present
SPAN del Campo Manninger Architects June 2015 - August 2015
University of Michigan January 2014 - June 2014
Legends by Southwinds January 2012 - September 2012
Island Def Jam Music Group September 2010 - June 2011
Beach House Penthouse PR June 2010 - September 2010
The Luxury Marketing Council June 2009 - June 2010
Merrill Lynch June 2008 - June 2009
Skills
Social Media Marketing, Social Media, Microsoft Word, Entertainment, Event Planning, Rhino 3D, Adobe Creative Suite, AutoCAD, Research
Education
University of Michigan 2014 — 2016
Master of Architecture (M.Arch.), Architecture
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Taubman College of Architecture + Urban Planning, University of Michigan January 2015 - Present
SPAN del Campo Manninger Architects June 2015 - August 2015
University of Michigan January 2014 - June 2014
Legends by Southwinds January 2012 - September 2012
Island Def Jam Music Group September 2010 - June 2011
Beach House Penthouse PR June 2010 - September 2010
The Luxury Marketing Council June 2009 - June 2010
Merrill Lynch June 2008 - June 2009
Skills
Social Media Marketing, Social Media, Microsoft Word, Entertainment, Event Planning, Rhino 3D, Adobe Creative Suite, AutoCAD, Research
Education
University of Michigan 2014 — 2016
Master of Architecture (M.Arch.), Architecture
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Deepak Danavar, CFP®, CRPC® Deepak Danavar, CFP®, CRPC®'s Merrill Lynch Experience March 2011 - May 2015
Job Financial Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
Merrill Lynch March 2011 - May 2015
Signostics November 2009 - September 2010
St. Jude Medical August 2008 - October 2009
Boston Scientific CRM April 2006 - August 2008
Guidant Corporation April 2005 - April 2006
Guidant June 2003 - April 2005
Merck June 2001 - June 2003
Skills
Finance, Retirement, Small Business, Wealth, Investments, Cross-functional Team..., Wealth Management..., Start-ups, Financial Analysis, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Entrepreneurship, Strategic Financial...
Education
University of Pennsylvania - The Wharton School
M.B.A.
University of California, Irvine
B.S., Biology
UBS Wealth Management May 2015 - Present
Merrill Lynch March 2011 - May 2015
Signostics November 2009 - September 2010
St. Jude Medical August 2008 - October 2009
Boston Scientific CRM April 2006 - August 2008
Guidant Corporation April 2005 - April 2006
Guidant June 2003 - April 2005
Merck June 2001 - June 2003
Skills
Finance, Retirement, Small Business, Wealth, Investments, Cross-functional Team..., Wealth Management..., Start-ups, Financial Analysis, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Entrepreneurship, Strategic Financial...
Education
University of Pennsylvania - The Wharton School
M.B.A.
University of California, Irvine
B.S., Biology
Aaron Lau Aaron Lau's Merrill Lynch Experience May 2013 - July 2013
Job Investment Banking Analyst at McCafferty & Company
Industry Banking
Experience
McCafferty & Company May 2015 - Present
McCafferty & Company June 2014 - August 2014
BCMS Corporate March 2014 - June 2014
Tribula Group January 2014 - March 2014
Merrill Lynch May 2013 - July 2013
UCLA Office of Information Technology November 2012 - July 2013
UCLA Daily Bruin Marketing October 2012 - January 2013
Skills
Graphic Design, Microsoft Office, CSS, Social Media, PowerPoint, Illustrator, Photoshop, Microsoft Excel, Economics, Finance, Statistics
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Cupertino High School 2007 — 2011
Class of 2011
McCafferty & Company May 2015 - Present
McCafferty & Company June 2014 - August 2014
BCMS Corporate March 2014 - June 2014
Tribula Group January 2014 - March 2014
Merrill Lynch May 2013 - July 2013
UCLA Office of Information Technology November 2012 - July 2013
UCLA Daily Bruin Marketing October 2012 - January 2013
Skills
Graphic Design, Microsoft Office, CSS, Social Media, PowerPoint, Illustrator, Photoshop, Microsoft Excel, Economics, Finance, Statistics
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Cupertino High School 2007 — 2011
Class of 2011
Breanna Elvidge Breanna Elvidge's Merrill Lynch Experience September 2003 - March 2004
Job Sales and Product Analyst at Toyota Financial Services
Industry Financial Services
Experience
Toyota Financial Services February 2014 - Present
Toyota Financial Services August 2013 - April 2014
UC Irvine September 2012 - June 2013
Toyota Financial Services June 2012 - September 2012
ROTH Capital Partners April 2012 - June 2012
Provident Funding Associates L.P. March 2008 - March 2012
Provident Funding Associates L.P. August 2006 - March 2008
Provident Funding Associates L.P. September 2005 - August 2006
Provident Funding Associates L.P. September 2004 - September 2005
Merrill Lynch September 2003 - March 2004
Skills
Operations Management, Customer Service, Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Analysis, Financial Modeling, Cross-functional Team..., Management, Microsoft Excel, New Business Development, Data Analysis, Financial Analysis, Analytics, Finance, PowerPoint, Process Improvement, Project Management, Team Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 2000 — 2004
Bachelor of Arts, International Economics
Toyota Financial Services February 2014 - Present
Toyota Financial Services August 2013 - April 2014
UC Irvine September 2012 - June 2013
Toyota Financial Services June 2012 - September 2012
ROTH Capital Partners April 2012 - June 2012
Provident Funding Associates L.P. March 2008 - March 2012
Provident Funding Associates L.P. August 2006 - March 2008
Provident Funding Associates L.P. September 2005 - August 2006
Provident Funding Associates L.P. September 2004 - September 2005
Merrill Lynch September 2003 - March 2004
Skills
Operations Management, Customer Service, Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Analysis, Financial Modeling, Cross-functional Team..., Management, Microsoft Excel, New Business Development, Data Analysis, Financial Analysis, Analytics, Finance, PowerPoint, Process Improvement, Project Management, Team Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 2000 — 2004
Bachelor of Arts, International Economics
Samantha Chui, CPA Samantha Chui, CPA's Merrill Lynch Experience November 2007 - February 2009
Job Transaction Services Senior Associate at PwC
Industry Accounting
Experience
PwC March 2014 - Present
PwC July 2013 - February 2014
PwC September 2010 - June 2013
PwC June 2009 - August 2009
Merrill Lynch November 2007 - February 2009
Bank of East Asia June 2008 - August 2008
Skills
Accounting, Auditing, Assurance, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Financial Accounting, CPA, SEC filings, Financial Analysis, External Audit
Education
UC Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics
PwC March 2014 - Present
PwC July 2013 - February 2014
PwC September 2010 - June 2013
PwC June 2009 - August 2009
Merrill Lynch November 2007 - February 2009
Bank of East Asia June 2008 - August 2008
Skills
Accounting, Auditing, Assurance, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Financial Accounting, CPA, SEC filings, Financial Analysis, External Audit
Education
UC Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics
Ryan Moayedi's Merrill Lynch Experience March 2010 - June 2010
Job Analyst at Analysis Group
Industry Financial Services
Experience
Milken Institute April 2014 - April 2014
Frank M. Homes, Inc. July 2013 - April 2014
FMV Opinions, Inc. June 2012 - July 2013
Global Hunter Securities, LLC June 2011 - September 2011
CEO Advisor January 2011 - September 2011
Merrill Lynch March 2010 - June 2010
Merrill Lynch September 2008 - December 2008
Hicks Park, LLP June 2008 - September 2008
County of Los Angeles June 2008 - September 2008
Skills
PowerPoint, Excel, Financial Modeling, Financial Analysis, Valuation, Equity Research, Investments, Market Research, Corporate Finance, Competitive Analysis, Portfolio Management, Forecasting, Equities, Financial Statement..., Data Analysis, Equity Valuation, Analysis, Finance, Microsoft Excel, Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration, Finance
UC Irvine
Bachelor of Science (B.S.), Business/Managerial Economics
Milken Institute April 2014 - April 2014
Frank M. Homes, Inc. July 2013 - April 2014
FMV Opinions, Inc. June 2012 - July 2013
Global Hunter Securities, LLC June 2011 - September 2011
CEO Advisor January 2011 - September 2011
Merrill Lynch March 2010 - June 2010
Merrill Lynch September 2008 - December 2008
Hicks Park, LLP June 2008 - September 2008
County of Los Angeles June 2008 - September 2008
Skills
PowerPoint, Excel, Financial Modeling, Financial Analysis, Valuation, Equity Research, Investments, Market Research, Corporate Finance, Competitive Analysis, Portfolio Management, Forecasting, Equities, Financial Statement..., Data Analysis, Equity Valuation, Analysis, Finance, Microsoft Excel, Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration, Finance
UC Irvine
Bachelor of Science (B.S.), Business/Managerial Economics
Kyle Faught Kyle Faught's Merrill Lynch Experience June 2008 - August 2008
Job Vice President Trading, Secondary Marketing at PNC Bank
Industry Financial Services
Experience
PNC November 2009 - Present
Jean Michel Cousteau's Ocean Futures Society July 2009 - September 2009
TelCentris August 2008 - September 2008
Merrill Lynch June 2008 - August 2008
Skills
Competitive Analysis, Investments, Management, Nonprofits, Portfolio Management, Product Development, Research
Education
University of California, Irvine 2005 — 2009
B.A. Political Science, International Relations/ Conflict Resolution
University of California, Santa Barbara
PNC November 2009 - Present
Jean Michel Cousteau's Ocean Futures Society July 2009 - September 2009
TelCentris August 2008 - September 2008
Merrill Lynch June 2008 - August 2008
Skills
Competitive Analysis, Investments, Management, Nonprofits, Portfolio Management, Product Development, Research
Education
University of California, Irvine 2005 — 2009
B.A. Political Science, International Relations/ Conflict Resolution
University of California, Santa Barbara
Kevin Nguyen Kevin Nguyen's Merrill Lynch Experience November 2009 - April 2010
Job Business Development Manager at mNectar
Industry Financial Services
Experience
mNectar September 2015 - Present
mNectar September 2014 - August 2015
Ensenta Corporation April 2014 - September 2014
Ensenta Corporation November 2013 - August 2014
Ensenta Corporation January 2013 - November 2013
Power-One August 2012 - January 2013
Wells Fargo April 2012 - July 2012
Service Source December 2011 - April 2012
RGT Capital Management June 2010 - October 2010
Merrill Lynch November 2009 - April 2010
Skills
Microsoft Office, Sales, Marketing, Microsoft Excel, PowerPoint, CRM, Social Networking, Leadership, Accounting, Microsoft Word, Outlook, Pivot Tables, QuickBooks, Market Research, Customer Service, Social Media Marketing, SharePoint, JavaScript, C++ Language, Java, Salesforce.com, Mobile Games, Mobile Advertising, Ad Tech, Monetization
Education
University of California, Irvine 2007 — 2011
Bachelors of Science, Business Economics
mNectar September 2015 - Present
mNectar September 2014 - August 2015
Ensenta Corporation April 2014 - September 2014
Ensenta Corporation November 2013 - August 2014
Ensenta Corporation January 2013 - November 2013
Power-One August 2012 - January 2013
Wells Fargo April 2012 - July 2012
Service Source December 2011 - April 2012
RGT Capital Management June 2010 - October 2010
Merrill Lynch November 2009 - April 2010
Skills
Microsoft Office, Sales, Marketing, Microsoft Excel, PowerPoint, CRM, Social Networking, Leadership, Accounting, Microsoft Word, Outlook, Pivot Tables, QuickBooks, Market Research, Customer Service, Social Media Marketing, SharePoint, JavaScript, C++ Language, Java, Salesforce.com, Mobile Games, Mobile Advertising, Ad Tech, Monetization
Education
University of California, Irvine 2007 — 2011
Bachelors of Science, Business Economics
Dean Solomon Dean Solomon's Merrill Lynch Experience August 2003 - November 2004
Job Senior Portfolio Analyst
Industry Financial Services
Experience
Financial Services Company February 2005 - Present
JNF January 2003 - January 2011
USC Marshall School of Business August 2009 - August 2010
Merrill Lynch August 2003 - November 2004
Skills
Financial Analysis, Fixed Income, Mutual Funds, Strategic Financial..., Finance, Competitive Analysis, Equities, ETFs, Investments, Portfolio Management, Industry Analysis, Leadership, Strategy, Financial Modeling, Financial Services, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Business
University of California, Irvine 1998 — 2003
BS and BA, Mech Engineering and Honors Econ
Financial Services Company February 2005 - Present
JNF January 2003 - January 2011
USC Marshall School of Business August 2009 - August 2010
Merrill Lynch August 2003 - November 2004
Skills
Financial Analysis, Fixed Income, Mutual Funds, Strategic Financial..., Finance, Competitive Analysis, Equities, ETFs, Investments, Portfolio Management, Industry Analysis, Leadership, Strategy, Financial Modeling, Financial Services, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Business
University of California, Irvine 1998 — 2003
BS and BA, Mech Engineering and Honors Econ
Curtis Montgomery Minks Curtis Montgomery Minks's Merrill Lynch Experience 1999 - 2001
Job Principal at Lotus Positions LLC
Industry Financial Services
Experience
LOTUS POSITIONS LLC December 2001 - Present
Merrill Lynch 1999 - 2001
Morgan Stanley November 1998 - November 1999
Skills
Strategic Financial..., Investment Advisory, Estate Planning, Securities, Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Managment, Alternative Investments, I keep endorsement...
Education
University of Georgia System, Kennesaw State University, KSU 2004 — 2006
MBA, Masters of Business Administration, Emphasis in Finance and Entrepreneurship
University of California, Irvine 1987 — 1992
Bachelor of Arts, Political Science
Montclair Prep
LOTUS POSITIONS LLC December 2001 - Present
Merrill Lynch 1999 - 2001
Morgan Stanley November 1998 - November 1999
Skills
Strategic Financial..., Investment Advisory, Estate Planning, Securities, Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Managment, Alternative Investments, I keep endorsement...
Education
University of Georgia System, Kennesaw State University, KSU 2004 — 2006
MBA, Masters of Business Administration, Emphasis in Finance and Entrepreneurship
University of California, Irvine 1987 — 1992
Bachelor of Arts, Political Science
Montclair Prep
Koichi Matsukubo Koichi Matsukubo's Merrill Lynch Experience June 2004 - February 2009
Job Manager at Panasonic Avionics Corporation
Industry Information Technology and Services
Experience
Panasonic Avionics Corporation July 2011 - Present
Ingram Micro November 2010 - July 2011
Merrill Lynch June 2004 - February 2009
Toshiba America Electronics Corporation October 2000 - June 2004
Sanshin Electronics Corporation November 1998 - October 2000
Skills
Competitive Analysis, Series 7, Forecasting, Financial Analysis, Sales, Product Launch, Start-ups, Mergers & Acquisitions, Project Management, Strategic Planning, Product Marketing, Business Strategy, Product Development, Strategy, Process Improvement, Financial Modeling, Due Diligence, Portfolio Management, Strategic Partnerships, Leadership, Cross-functional Team..., Product Management, Strategic Financial..., Valuation, Risk Management, Business Development, Finance, Mobile Devices, Six Sigma
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA, Finance, Business
University of California, Irvine 1988 — 1992
BS, Biology
Panasonic Avionics Corporation July 2011 - Present
Ingram Micro November 2010 - July 2011
Merrill Lynch June 2004 - February 2009
Toshiba America Electronics Corporation October 2000 - June 2004
Sanshin Electronics Corporation November 1998 - October 2000
Skills
Competitive Analysis, Series 7, Forecasting, Financial Analysis, Sales, Product Launch, Start-ups, Mergers & Acquisitions, Project Management, Strategic Planning, Product Marketing, Business Strategy, Product Development, Strategy, Process Improvement, Financial Modeling, Due Diligence, Portfolio Management, Strategic Partnerships, Leadership, Cross-functional Team..., Product Management, Strategic Financial..., Valuation, Risk Management, Business Development, Finance, Mobile Devices, Six Sigma
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA, Finance, Business
University of California, Irvine 1988 — 1992
BS, Biology
Jackie Kim Jackie Kim's Merrill Lynch Experience January 2010 - November 2010
Job Senior Consultant at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton March 2013 - Present
Tecolote Research, Inc. August 2012 - March 2013
SM&A November 2010 - August 2012
Merrill Lynch January 2010 - November 2010
Skills
Finance, Project Management, Program Management, Budgets, Research, Data Analysis, Financial Modeling, Financial Analysis, Market Research
Education
University of California, Irvine 2007 — 2011
Business Economics
Yonsei University 2009 — 2009
Finance and Strategic Management
Booz Allen Hamilton March 2013 - Present
Tecolote Research, Inc. August 2012 - March 2013
SM&A November 2010 - August 2012
Merrill Lynch January 2010 - November 2010
Skills
Finance, Project Management, Program Management, Budgets, Research, Data Analysis, Financial Modeling, Financial Analysis, Market Research
Education
University of California, Irvine 2007 — 2011
Business Economics
Yonsei University 2009 — 2009
Finance and Strategic Management
Robert Curtiss, CFP®'s Merrill Lynch Experience March 1998 - April 2009
Job Vice President, Financial Advisor Crowell Weedon & Co. Pasadena, CA
Industry Financial Services
Experience
Crowell Weedon & Co May 2009 - Present
Merrill Lynch March 1998 - April 2009
City of Pasadena, Department of Finance November 1992 - February 1998
Skills
Investments, Financial Planning, Retirement Planning, Estate Planning, Retirement, Tax, Portfolio Management, Strategic Financial..., Asset Allocation, Alternative Investments, Wealth Management, Equities, Investment Strategies, ETFs, Asset Managment, Wealth, Asset Management, Financial Advisory, Mutual Funds, Risk Management, Securities, Series 65, Fixed Income, Hedge Funds, Series 7, Series 63, Investment Advisory, Uniform Combined State..., Private Equity, 401k, Financial Modeling, Series 24, Investment Management, Valuation, Finance, Wealth Management..., FINRA, Financial Services, Due Diligence, Separately Managed..., Venture Capital, Pensions, Retirement Plan..., High Net Worth..., Fixed Annuities, Variable Annuities, Trusts, Wealth Accumulation, Life Insurance, Defined Benefit
Education
University of California, Los Angeles 1996 — 1999
PFP, Personal Financial Planning
University of Southern California 1990 — 1991
MPA, Intergovernmental Mangagement, Highest Honors
UC Santa Barbara 1983 — 1987
B.S., Pharmacology
Crowell Weedon & Co May 2009 - Present
Merrill Lynch March 1998 - April 2009
City of Pasadena, Department of Finance November 1992 - February 1998
Skills
Investments, Financial Planning, Retirement Planning, Estate Planning, Retirement, Tax, Portfolio Management, Strategic Financial..., Asset Allocation, Alternative Investments, Wealth Management, Equities, Investment Strategies, ETFs, Asset Managment, Wealth, Asset Management, Financial Advisory, Mutual Funds, Risk Management, Securities, Series 65, Fixed Income, Hedge Funds, Series 7, Series 63, Investment Advisory, Uniform Combined State..., Private Equity, 401k, Financial Modeling, Series 24, Investment Management, Valuation, Finance, Wealth Management..., FINRA, Financial Services, Due Diligence, Separately Managed..., Venture Capital, Pensions, Retirement Plan..., High Net Worth..., Fixed Annuities, Variable Annuities, Trusts, Wealth Accumulation, Life Insurance, Defined Benefit
Education
University of California, Los Angeles 1996 — 1999
PFP, Personal Financial Planning
University of Southern California 1990 — 1991
MPA, Intergovernmental Mangagement, Highest Honors
UC Santa Barbara 1983 — 1987
B.S., Pharmacology
Sean McCown Sean McCown's Merrill Lynch Experience 2012 - 2012
Job Sales Coordinator at NCC Media
Industry Marketing and Advertising
Experience
NCC Media March 2014 - Present
Churchill Management Group 2013 - 2013
Merrill Lynch 2012 - 2012
Citi Personal Wealth Management (Citigroup, Inc.) February 2007 - July 2011
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Asset Management, Uniform Combined State..., Estate Planning
Education
University of California, Irvine 2002 — 2006
Bachelor of Arts (B.A.), Economics
NCC Media March 2014 - Present
Churchill Management Group 2013 - 2013
Merrill Lynch 2012 - 2012
Citi Personal Wealth Management (Citigroup, Inc.) February 2007 - July 2011
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Asset Management, Uniform Combined State..., Estate Planning
Education
University of California, Irvine 2002 — 2006
Bachelor of Arts (B.A.), Economics
Negin Elazari's Merrill Lynch Experience September 2012 - January 2013
Job Public Relations Intern at SBE Entertainment Group
Industry Marketing and Advertising
Experience
sbe Group March 2014 - Present
SBE Entertainment March 2013 - March 2014
Merrill Lynch September 2012 - January 2013
Beverly Hills Weekly May 2010 - May 2012
Skills
Digital Marketing, Online Advertising, Social Media Marketing, Digital Media, Advertising, Media Relations, Social Media, Email Marketing, Integrated Marketing, Marketing, Public Relations, Microsoft Office, Customer Service, Press Releases, Facebook, Sponsorship, Social Networking, Event Planning, Media Planning
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (BA), Communication and Media Studies
sbe Group March 2014 - Present
SBE Entertainment March 2013 - March 2014
Merrill Lynch September 2012 - January 2013
Beverly Hills Weekly May 2010 - May 2012
Skills
Digital Marketing, Online Advertising, Social Media Marketing, Digital Media, Advertising, Media Relations, Social Media, Email Marketing, Integrated Marketing, Marketing, Public Relations, Microsoft Office, Customer Service, Press Releases, Facebook, Sponsorship, Social Networking, Event Planning, Media Planning
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (BA), Communication and Media Studies
Bill Woodson's Merrill Lynch Experience November 2001 - December 2006
Job
Industry Financial Services
Experience
Citi Private Bank May 2014 - Present
Credit Suisse January 2007 - May 2014
Merrill Lynch November 2001 - December 2006
myCFO June 1999 - November 2001
Arthur Andersen 1990 - 1998
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
University of California, Irvine
BS, Economics
Citi Private Bank May 2014 - Present
Credit Suisse January 2007 - May 2014
Merrill Lynch November 2001 - December 2006
myCFO June 1999 - November 2001
Arthur Andersen 1990 - 1998
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
University of California, Irvine
BS, Economics
Scott Schoenen's Merrill Lynch Experience November 2002 - October 2005
Job Multidisciplinary Executive
Industry Management Consulting
Experience
Rogue Empire LLC May 2006 - Present
Discover The Palm Beaches May 2013 - May 2015
Washington State Historical Society November 2011 - October 2012
Fresh Northwest Design & PersonalWineBottles.com July 2006 - July 2011
Merrill Lynch November 2002 - October 2005
Avaya 1999 - 2002
Lucent Technologies 1998 - 1999
Lucent Technologies 1996 - 1998
Skills
Strategic Partnerships, Marketing Strategy, Strategy, Marketing, Product Management, Start-ups, Strategic Planning, Business Development, Leadership, Management, Entrepreneurship, CRM, Social Media Marketing, Advertising, Marketing Communications, Market Planning, Sales, Program Management, Market Analysis, Team Leadership, Product Marketing, E-commerce, Vendor Management, Negotiation, Team Building, Solution Selling, Pricing, Sales Management, Mobile Devices, Business Planning, Customer Service, Product Development, P&L Management, International Business, Operations Management, International Sales, Social Networking, Marketing Management, Digital Marketing, Product Launch
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Irvine
BA
Rogue Empire LLC May 2006 - Present
Discover The Palm Beaches May 2013 - May 2015
Washington State Historical Society November 2011 - October 2012
Fresh Northwest Design & PersonalWineBottles.com July 2006 - July 2011
Merrill Lynch November 2002 - October 2005
Avaya 1999 - 2002
Lucent Technologies 1998 - 1999
Lucent Technologies 1996 - 1998
Skills
Strategic Partnerships, Marketing Strategy, Strategy, Marketing, Product Management, Start-ups, Strategic Planning, Business Development, Leadership, Management, Entrepreneurship, CRM, Social Media Marketing, Advertising, Marketing Communications, Market Planning, Sales, Program Management, Market Analysis, Team Leadership, Product Marketing, E-commerce, Vendor Management, Negotiation, Team Building, Solution Selling, Pricing, Sales Management, Mobile Devices, Business Planning, Customer Service, Product Development, P&L Management, International Business, Operations Management, International Sales, Social Networking, Marketing Management, Digital Marketing, Product Launch
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Irvine
BA
Raul Rohr's Merrill Lynch Experience August 2014 - Present
Job
Industry Investment Management
Experience
Merrill Lynch August 2014 - Present
Skills
Investments, Private Equity, Portfolio Management, Asset Allocation, Hedge Funds, Process Engineering, Finance, Alternative Investments, Business Development, Process Improvement, Strategic Financial..., Technological Innovation, Business Model..., Investment Strategies, Risk Management, Process Simulation, Estate Planning, Equities, Fixed Income, Venture Capital, R&D, Product and..., Capital Raising, Series 7, Series 66, Investment Management, Investment Manager..., Portfolio Analytics, Mutual Funds, Capital Markets, Strategy, Financial Analysis, Start-ups, Financial Services, Asset Management, Cross-functional Team..., Options, Options Strategies, Fixed Trading
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Investment and Portfolio Management
University of California, Irvine 1994 — 1999
BS, Chemical Engineering
Merrill Lynch August 2014 - Present
Skills
Investments, Private Equity, Portfolio Management, Asset Allocation, Hedge Funds, Process Engineering, Finance, Alternative Investments, Business Development, Process Improvement, Strategic Financial..., Technological Innovation, Business Model..., Investment Strategies, Risk Management, Process Simulation, Estate Planning, Equities, Fixed Income, Venture Capital, R&D, Product and..., Capital Raising, Series 7, Series 66, Investment Management, Investment Manager..., Portfolio Analytics, Mutual Funds, Capital Markets, Strategy, Financial Analysis, Start-ups, Financial Services, Asset Management, Cross-functional Team..., Options, Options Strategies, Fixed Trading
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Investment and Portfolio Management
University of California, Irvine 1994 — 1999
BS, Chemical Engineering
Hai Dang, MBA's Merrill Lynch Experience August 2011 - Present
Job
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Bank of America Premier Banking & Investments 2002 - 2009
Zeon Securities 2002 - 2002
Morgan Stanley 1999 - 2002
WMA Securities, Inc 1996 - 1999
Skills
Relationship Management, Portfolio Management, Wealth Management, Banking, Business Development, Investment Strategies, Training, Leadership, Analysis, Customer Satisfaction, Business Analysis, Finance, Financial Analysis, Financial Planning, Management, Investments, Strategic Financial..., Team Building, Mortgage Lending
Education
University of California, Irvine - The Paul Merage School of Business
MBA
University of California, Los Angeles
BA
Merrill Lynch August 2011 - Present
Bank of America Premier Banking & Investments 2002 - 2009
Zeon Securities 2002 - 2002
Morgan Stanley 1999 - 2002
WMA Securities, Inc 1996 - 1999
Skills
Relationship Management, Portfolio Management, Wealth Management, Banking, Business Development, Investment Strategies, Training, Leadership, Analysis, Customer Satisfaction, Business Analysis, Finance, Financial Analysis, Financial Planning, Management, Investments, Strategic Financial..., Team Building, Mortgage Lending
Education
University of California, Irvine - The Paul Merage School of Business
MBA
University of California, Los Angeles
BA
Austin Lee's Merrill Lynch Experience January 2001 - January 2003
Job Senior Analyst Finance at Verizon Wireless
Industry Consumer Electronics
Experience
Verizon Wireless December 2011 - Present
The Ayco Company, Inc June 2007 - September 2011
Dolinka Group, Inc June 2005 - June 2007
School Construction Compliance, LLC September 2004 - May 2005
Merrill Lynch January 2001 - January 2003
Skills
Statistics, VBA, Investments, Strategic Financial..., Valuation, Financial Analysis, Financial Modeling, Strategy, Cash Flow, Risk Management, Variance Analysis, Analysis, Accounting, Finance, Strategic Planning, Budgets
Education
University of Southern California - Marshall School of Business 2008 — 2011
Master, Business Administration
University of California, Irvine 2000 — 2004
Bachelors of Art, Economics
University of California, Irvine 2000 — 2004
Bachelors of Science, Mathematics
Verizon Wireless December 2011 - Present
The Ayco Company, Inc June 2007 - September 2011
Dolinka Group, Inc June 2005 - June 2007
School Construction Compliance, LLC September 2004 - May 2005
Merrill Lynch January 2001 - January 2003
Skills
Statistics, VBA, Investments, Strategic Financial..., Valuation, Financial Analysis, Financial Modeling, Strategy, Cash Flow, Risk Management, Variance Analysis, Analysis, Accounting, Finance, Strategic Planning, Budgets
Education
University of Southern California - Marshall School of Business 2008 — 2011
Master, Business Administration
University of California, Irvine 2000 — 2004
Bachelors of Art, Economics
University of California, Irvine 2000 — 2004
Bachelors of Science, Mathematics
Nader Razavi, CFP®'s Merrill Lynch Experience January 2005 - May 2006
Job Vice President & Private Wealth Advisor
Industry Investment Management
Experience
UNION BANK August 2009 - Present
Wells Fargo/Wachovia August 2006 - August 2009
Merrill Lynch January 2005 - May 2006
Skills
Certified Financial..., Investments, Banking, Credit, Wealth Management, Series 7, Uniform Combined State..., Commercial Banking, Investment Advisory, Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, 401k, Estate Planning, Small Business Lending, Finance, Financial Planning
Education
UCI 1999 — 2003
B.A, Economics
Cannon Financial Institute
Wealth Management
UCI Extension
PFP (Personal Financial Planning)
UNION BANK August 2009 - Present
Wells Fargo/Wachovia August 2006 - August 2009
Merrill Lynch January 2005 - May 2006
Skills
Certified Financial..., Investments, Banking, Credit, Wealth Management, Series 7, Uniform Combined State..., Commercial Banking, Investment Advisory, Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, 401k, Estate Planning, Small Business Lending, Finance, Financial Planning
Education
UCI 1999 — 2003
B.A, Economics
Cannon Financial Institute
Wealth Management
UCI Extension
PFP (Personal Financial Planning)
Bendick Sy, CPA's Merrill Lynch Experience 2007 - October 2008
Job Investment Manager at UCLA Investment Company
Industry Higher Education
Experience
UCLA Investment Company November 2012 - Present
University of California October 2008 - November 2012
Merrill Lynch 2007 - October 2008
PricewaterhouseCoopers 2004 - 2006
Skills
Valuation, Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance
Education
University of Southern California 2001 — 2002
Masters of Accounting
University of California, Irvine 1997 — 2001
BA, Economics
UCLA Investment Company November 2012 - Present
University of California October 2008 - November 2012
Merrill Lynch 2007 - October 2008
PricewaterhouseCoopers 2004 - 2006
Skills
Valuation, Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance
Education
University of Southern California 2001 — 2002
Masters of Accounting
University of California, Irvine 1997 — 2001
BA, Economics
DeMarcus Williams's Merrill Lynch Experience February 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Sports Spectacular 2006 - Present
Los Angeles Sports and Entertainment Commission November 2004 - Present
Morgan Stanley Smith Barney January 2011 - February 2012
AEG July 2006 - July 2010
LA Stars Event August 2007 - August 2007
Enterprise Rent-A-Car July 2005 - March 2006
Skills
Social Media, Marketing, Sales, Strategic Financial..., Financial Analysis, Marketing Strategy, Social Media Marketing, Investments, Finance, Risk Management, Asset Managment, Market Research
Education
University of California, Irvine 2002 — 2004
University of Washington 2000 — 2001
Upland High School
Damien High School
Merrill Lynch February 2012 - Present
Sports Spectacular 2006 - Present
Los Angeles Sports and Entertainment Commission November 2004 - Present
Morgan Stanley Smith Barney January 2011 - February 2012
AEG July 2006 - July 2010
LA Stars Event August 2007 - August 2007
Enterprise Rent-A-Car July 2005 - March 2006
Skills
Social Media, Marketing, Sales, Strategic Financial..., Financial Analysis, Marketing Strategy, Social Media Marketing, Investments, Finance, Risk Management, Asset Managment, Market Research
Education
University of California, Irvine 2002 — 2004
University of Washington 2000 — 2001
Upland High School
Damien High School
Allison Salzer's Merrill Lynch Experience April 2008 - January 2009
Job Real Estate Agent at Vanguard Properties
Industry Education Management
Experience
Vanguard Properties June 2015 - Present
ThinkMarin August 2012 - Present
Kilmer Propertis LLC May 2012 - Present
Bloomberg January 2011 - March 2012
Merrill Lynch April 2008 - January 2009
Jefferies & Company May 2006 - July 2007
Barclays Global Investors December 2000 - January 2002
Union Bank of California January 1991 - March 1999
Skills
Valuation, Portfolio Management, Fixed Income, Investments, Public Speaking, Bloomberg, Risk Management, Derivatives, Trading, Financial Analysis, Series 7, Securities, Business Strategy, Capital Markets, Finance, Strategic Planning, Marketing Strategy, Management, Education, Educational Research, Higher Education, Technical Analysis, Financial Advisory, Real Estate, Real Estate Marketing, Real Estate Financing
Education
University of California, Irvine 1983 — 1986
BA, Economics
Vanguard Properties June 2015 - Present
ThinkMarin August 2012 - Present
Kilmer Propertis LLC May 2012 - Present
Bloomberg January 2011 - March 2012
Merrill Lynch April 2008 - January 2009
Jefferies & Company May 2006 - July 2007
Barclays Global Investors December 2000 - January 2002
Union Bank of California January 1991 - March 1999
Skills
Valuation, Portfolio Management, Fixed Income, Investments, Public Speaking, Bloomberg, Risk Management, Derivatives, Trading, Financial Analysis, Series 7, Securities, Business Strategy, Capital Markets, Finance, Strategic Planning, Marketing Strategy, Management, Education, Educational Research, Higher Education, Technical Analysis, Financial Advisory, Real Estate, Real Estate Marketing, Real Estate Financing
Education
University of California, Irvine 1983 — 1986
BA, Economics
Tyanne Andrade's Merrill Lynch Experience March 2008 - January 2009
Job Equity Trader at ROTH Capital Partners
Industry Financial Services
Experience
Roth Capital Partners November 2009 - Present
Merrill Lynch March 2008 - January 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2007
Skills
Series 7, Trading, Equities, Bloomberg, Financial Modeling, Financial Services, Portfolio Management, Capital Markets, Investment Banking, Alternative Investments, Asset Management
Education
University of California, Irvine 2003 — 2005
Bachelor's
University of Wisconsin-Milwaukee 2001 — 2003
Roth Capital Partners November 2009 - Present
Merrill Lynch March 2008 - January 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2007
Skills
Series 7, Trading, Equities, Bloomberg, Financial Modeling, Financial Services, Portfolio Management, Capital Markets, Investment Banking, Alternative Investments, Asset Management
Education
University of California, Irvine 2003 — 2005
Bachelor's
University of Wisconsin-Milwaukee 2001 — 2003
Cory Goligoski's Merrill Lynch Experience August 1992 - Present
Job Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1992 - Present
Skills
Investments
Education
University of California, Los Angeles 1989 — 1992
Economics
Homestead HS 1984 — 1987
Merrill Lynch August 1992 - Present
Skills
Investments
Education
University of California, Los Angeles 1989 — 1992
Economics
Homestead HS 1984 — 1987
Claire Yangha Lee's Merrill Lynch Experience 2004 - 2005
Job Jr. Consultant at ES GROUP (Executive Success) Global Talent and Leadership Group
Industry Accounting
Experience
ES GROUP (Executive Success) - Global Talent and Leadership Group September 2014 - Present
ALDEX AMERICA 2010 - August 2014
Merrill Lynch 2004 - 2005
Education
Leventhal school of accounting 2008 — 2010
BS, Accounting
University of California, Irvine 2006 — 2008
Bus/Econ
ES GROUP (Executive Success) - Global Talent and Leadership Group September 2014 - Present
ALDEX AMERICA 2010 - August 2014
Merrill Lynch 2004 - 2005
Education
Leventhal school of accounting 2008 — 2010
BS, Accounting
University of California, Irvine 2006 — 2008
Bus/Econ
Sarah Kwak's Merrill Lynch Experience June 2004 - December 2006
Job Counsel, Office of General Counsel
Industry Public Policy
Experience
Financial Industry Regulatory Authority July 2014 - Present
Financial Industry Regulatory Authority May 2011 - July 2014
Financial Industry Regulatory Authority July 2009 - April 2011
Financial Industry Regulatory Authority October 2007 - July 2009
Financial Industry Regulatory Authority January 2007 - September 2007
Merrill Lynch June 2004 - December 2006
U.S. Bankruptcy Court for the Central District of California September 1997 - May 2004
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Washburn University School of Law
Financial Industry Regulatory Authority July 2014 - Present
Financial Industry Regulatory Authority May 2011 - July 2014
Financial Industry Regulatory Authority July 2009 - April 2011
Financial Industry Regulatory Authority October 2007 - July 2009
Financial Industry Regulatory Authority January 2007 - September 2007
Merrill Lynch June 2004 - December 2006
U.S. Bankruptcy Court for the Central District of California September 1997 - May 2004
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Washburn University School of Law
Debra Curry, CFP®'s Merrill Lynch Experience April 1986 - May 1994
Job Director Investment Strategies, Yosemite Capital Management
Industry Financial Services
Experience
Yosemite Capital Management June 2007 - Present
Paine Webber/ UBS Financial Services June 1994 - May 2007
Merrill Lynch April 1986 - May 1994
Skills
Retirement Planning, Financial Planning, Recreating Your..., Women Owned Business, Financial Planning for..., Retirement Red Zone..., Women's Issues, Corporate Retirement..., Long-term Care, Investment Modeling, Investment Management
Education
University of California, Irvine 2008 — 2008
Personal Financial Planning, Financial Planning; Accelerated Executive Course
University of Colorado at Boulder 1978 — 1980
Bachelor's Degree, Economics
University of California, Santa Barbara 1976 — 1978
Yosemite Capital Management June 2007 - Present
Paine Webber/ UBS Financial Services June 1994 - May 2007
Merrill Lynch April 1986 - May 1994
Skills
Retirement Planning, Financial Planning, Recreating Your..., Women Owned Business, Financial Planning for..., Retirement Red Zone..., Women's Issues, Corporate Retirement..., Long-term Care, Investment Modeling, Investment Management
Education
University of California, Irvine 2008 — 2008
Personal Financial Planning, Financial Planning; Accelerated Executive Course
University of Colorado at Boulder 1978 — 1980
Bachelor's Degree, Economics
University of California, Santa Barbara 1976 — 1978
Christian MacCarron's Merrill Lynch Experience 2007 - 2009
Job Vice President at Capitala Group
Industry Venture Capital & Private Equity
Experience
Capitala Group 2014 - Present
UCLA Department of Economics 2010 - Present
FocalPoint Partners 2013 - 2014
Windjammer Capital Investors 2010 - 2013
Platinum Equity 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
LBO, Mergers, Investment Banking, Valuation, Leveraged Finance, Financial Modeling, Venture Capital, M&A experience, Corporate Finance, Corporate Development, Due Diligence
Education
University of California, Los Angeles 2003 — 2007
Economics
Redwood High School 1999 — 2003
Capitala Group 2014 - Present
UCLA Department of Economics 2010 - Present
FocalPoint Partners 2013 - 2014
Windjammer Capital Investors 2010 - 2013
Platinum Equity 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
LBO, Mergers, Investment Banking, Valuation, Leveraged Finance, Financial Modeling, Venture Capital, M&A experience, Corporate Finance, Corporate Development, Due Diligence
Education
University of California, Los Angeles 2003 — 2007
Economics
Redwood High School 1999 — 2003
Drew Kelley's Merrill Lynch Experience January 2000 - September 2001
Job Chief Financial Officer, Chief Acquisition Officer, and Director at ARC Group Worldwide, Inc.
Industry Financial Services
Experience
ARC Group Worldwide, Inc. October 2013 - Present
Jefferies & Company September 2008 - July 2013
Bear Stearns June 2004 - August 2008
Bear Stearns September 2002 - June 2004
American Financial Network January 2002 - August 2002
Merrill Lynch January 2000 - September 2001
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equity Research, Finance, Leveraged Finance, Due Diligence, Private Equity, Financial Modeling, Equities, Hedge Funds, Strategic Planning, Private Placements, DCF, Mergers, Financial Analysis, IPO, LBO, Investor Relations, Credit, Credit Analysis, Real Estate, High Yield, Project Finance, Gaming, Fixed Income, Restructuring, Business Strategy, Corporate Development, Divestitures, Financial Markets, Strategy Development, Series 7, Debt, Industry Analysis, Emerging Markets, Business Analysis, SEC Financial Reporting
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
ARC Group Worldwide, Inc. October 2013 - Present
Jefferies & Company September 2008 - July 2013
Bear Stearns June 2004 - August 2008
Bear Stearns September 2002 - June 2004
American Financial Network January 2002 - August 2002
Merrill Lynch January 2000 - September 2001
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equity Research, Finance, Leveraged Finance, Due Diligence, Private Equity, Financial Modeling, Equities, Hedge Funds, Strategic Planning, Private Placements, DCF, Mergers, Financial Analysis, IPO, LBO, Investor Relations, Credit, Credit Analysis, Real Estate, High Yield, Project Finance, Gaming, Fixed Income, Restructuring, Business Strategy, Corporate Development, Divestitures, Financial Markets, Strategy Development, Series 7, Debt, Industry Analysis, Emerging Markets, Business Analysis, SEC Financial Reporting
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
Wesley Wu's Merrill Lynch Experience September 2005 - June 2006
Job Marketing and Analytics Manager at Google
Industry Marketing and Advertising
Experience
Google September 2015 - Present
expectation&hope November 2013 - Present
AKQA July 2015 - September 2015
AKQA January 2014 - June 2015
AKQA September 2011 - January 2014
Universal McCann March 2010 - September 2011
Foxlink International Inc. February 2009 - February 2010
Wieden + Kennedy July 2008 - October 2008
Merrill Lynch September 2005 - June 2006
Skills
Digital Media, Digital Strategy, Media Planning, Social Media Marketing, Integrated Marketing, Social Media, Interactive Marketing, Photography, Marketing Communications, Advertising, Media Buying, Mandarin, comScore, DoubleClick, Tableau
Education
University of California, Irvine 2003 — 2008
B.A., Sociology, International Studies
Google September 2015 - Present
expectation&hope November 2013 - Present
AKQA July 2015 - September 2015
AKQA January 2014 - June 2015
AKQA September 2011 - January 2014
Universal McCann March 2010 - September 2011
Foxlink International Inc. February 2009 - February 2010
Wieden + Kennedy July 2008 - October 2008
Merrill Lynch September 2005 - June 2006
Skills
Digital Media, Digital Strategy, Media Planning, Social Media Marketing, Integrated Marketing, Social Media, Interactive Marketing, Photography, Marketing Communications, Advertising, Media Buying, Mandarin, comScore, DoubleClick, Tableau
Education
University of California, Irvine 2003 — 2008
B.A., Sociology, International Studies
Fadia Shaaban's Merrill Lynch Experience February 2010 - Present
Job Vice President; Client Relationship Manager at Merrill Lynch Pierce Fenner & Smith
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Merrill Lynch April 2009 - January 2010
Merrill Lynch September 2007 - April 2009
Merrill Lynch May 2005 - August 2007
Merrill Lynch June 2003 - April 2005
Skills
Series 7, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Coaching, Employee Training, Wealth Management, Business Development, Teaming, Professional Mentoring, Financial Planning, Risk Management, Asset Management, Financial Analysis
Education
University of California, Irvine 2001 — 2004
Bachelor of Science (B.S.), Economics (Minor: Management)
Merrill Lynch February 2010 - Present
Merrill Lynch April 2009 - January 2010
Merrill Lynch September 2007 - April 2009
Merrill Lynch May 2005 - August 2007
Merrill Lynch June 2003 - April 2005
Skills
Series 7, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Coaching, Employee Training, Wealth Management, Business Development, Teaming, Professional Mentoring, Financial Planning, Risk Management, Asset Management, Financial Analysis
Education
University of California, Irvine 2001 — 2004
Bachelor of Science (B.S.), Economics (Minor: Management)
Justin Shaw's Merrill Lynch Experience April 2008 - June 2008
Job Program Management
Industry Information Technology and Services
Experience
PicTTT 2013 - Present
Brocade July 2012 - June 2014
Brocade December 2010 - July 2012
UCI Mobile December 2009 - July 2010
Beckman Coulter June 2009 - September 2009
Merrill Lynch April 2008 - June 2008
Skills
Enterprise Software, Program Management, Analysis, Mobile Devices, SDLC, Cross-functional Team..., Integration, Networking, Product Management, Cloud Computing, Project Management
Education
University of California, Irvine 2006 — 2010
Business Economics, Computer Science
PicTTT 2013 - Present
Brocade July 2012 - June 2014
Brocade December 2010 - July 2012
UCI Mobile December 2009 - July 2010
Beckman Coulter June 2009 - September 2009
Merrill Lynch April 2008 - June 2008
Skills
Enterprise Software, Program Management, Analysis, Mobile Devices, SDLC, Cross-functional Team..., Integration, Networking, Product Management, Cloud Computing, Project Management
Education
University of California, Irvine 2006 — 2010
Business Economics, Computer Science
Kareem Shirazi's Merrill Lynch Experience June 2008 - September 2008
Job Product at Jet.com
Industry Internet
Experience
Jet.com November 2014 - Present
Fullscreen, Inc May 2013 - October 2014
Fullscreen, Inc October 2012 - May 2013
Creative Artists Agency February 2011 - October 2012
Ninjas Runnin' Wild September 2010 - February 2011
The Raben Group September 2009 - December 2009
UC Irvine September 2008 - June 2009
Merrill Lynch June 2008 - September 2008
University of California, Irvine October 2007 - June 2008
Skills
Social Media, Social Media Marketing, Marketing Strategy, Facebook, Social Networking, Digital Media, Blogging, Event Management, Sales, Entertainment, Advertising, Digital Marketing, Online Advertising, New Media, Integrated Marketing, Online Marketing, Digital Strategy, Market Research, Brand Development, Film, Video, Brand Management, Microsoft Office, Google Analytics, Media Planning, YouTube, Marketing Research, Strategic Sales..., Salesforce.com, Salesforce.com..., Business Strategy, Salesforce.com...
Education
University of California, Irvine 2006 — 2010
B.A., Economics, Sociology
Mission San Jose
Jet.com November 2014 - Present
Fullscreen, Inc May 2013 - October 2014
Fullscreen, Inc October 2012 - May 2013
Creative Artists Agency February 2011 - October 2012
Ninjas Runnin' Wild September 2010 - February 2011
The Raben Group September 2009 - December 2009
UC Irvine September 2008 - June 2009
Merrill Lynch June 2008 - September 2008
University of California, Irvine October 2007 - June 2008
Skills
Social Media, Social Media Marketing, Marketing Strategy, Facebook, Social Networking, Digital Media, Blogging, Event Management, Sales, Entertainment, Advertising, Digital Marketing, Online Advertising, New Media, Integrated Marketing, Online Marketing, Digital Strategy, Market Research, Brand Development, Film, Video, Brand Management, Microsoft Office, Google Analytics, Media Planning, YouTube, Marketing Research, Strategic Sales..., Salesforce.com, Salesforce.com..., Business Strategy, Salesforce.com...
Education
University of California, Irvine 2006 — 2010
B.A., Economics, Sociology
Mission San Jose
Vincent Lenh's Merrill Lynch Experience August 2000 - February 2001
Job Court Services Assistant II at L.A. Superior Court
Industry Government Administration
Experience
Los Angeles Superior Court October 2007 - Present
Hertz Rent a Car May 2005 - June 2006
City of Laguna Beach February 2003 - October 2004
Merrill Lynch August 2000 - February 2001
Skills
Customer Service, Microsoft Excel, Due Diligence, Microsoft Office, Account Management, Research, Real Estate, Strategic Planning, Salesforce.com, Financial Analysis, PowerPoint
Education
University of California, Irvine 1998 — 2002
Bachelor of Arts, Economics
Alhambra High School 1994 — 1998
Los Angeles Superior Court October 2007 - Present
Hertz Rent a Car May 2005 - June 2006
City of Laguna Beach February 2003 - October 2004
Merrill Lynch August 2000 - February 2001
Skills
Customer Service, Microsoft Excel, Due Diligence, Microsoft Office, Account Management, Research, Real Estate, Strategic Planning, Salesforce.com, Financial Analysis, PowerPoint
Education
University of California, Irvine 1998 — 2002
Bachelor of Arts, Economics
Alhambra High School 1994 — 1998
Aram Herschensohn's Merrill Lynch Experience 1998 - 2010
Job Specialized Servicing Specialist at Carrington Mortgage Services
Industry Real Estate
Experience
Carrington Mortgage Services January 2013 - Present
Law Offices of Joel M. Feinstein July 2011 - January 2013
Schroeter Law Group November 2009 - April 2011
Merrill Lynch 1998 - 2010
Starbucks Coffee Company August 2008 - November 2009
Help Modify Now March 2009 - October 2009
Pacific Real Estate Services June 2007 - December 2008
The Beach House Restaurant June 2007 - November 2008
Pizzetta February 2007 - January 2008
Coffee Bean International January 2006 - January 2007
Skills
Restaurants, Microsoft Word, Event Management, Inventory Management, Microsoft Office, Microsoft Excel, Retail, Sales, Customer Service, PowerPoint, New Business Development, Call Centers, Photoshop, Team Building, Real Estate, Strategic Planning, Fundraising, Project Management, Web Design, Public Relations, Negotiation, Advertising, Contract Negotiation, Outlook, Social Networking
Education
University of California, Irvine 2010 — 2012
Extension Program, Paralegal
Western Washington University 1996 — 2000
Spanish, Theatre Arts, Geography
Carrington Mortgage Services January 2013 - Present
Law Offices of Joel M. Feinstein July 2011 - January 2013
Schroeter Law Group November 2009 - April 2011
Merrill Lynch 1998 - 2010
Starbucks Coffee Company August 2008 - November 2009
Help Modify Now March 2009 - October 2009
Pacific Real Estate Services June 2007 - December 2008
The Beach House Restaurant June 2007 - November 2008
Pizzetta February 2007 - January 2008
Coffee Bean International January 2006 - January 2007
Skills
Restaurants, Microsoft Word, Event Management, Inventory Management, Microsoft Office, Microsoft Excel, Retail, Sales, Customer Service, PowerPoint, New Business Development, Call Centers, Photoshop, Team Building, Real Estate, Strategic Planning, Fundraising, Project Management, Web Design, Public Relations, Negotiation, Advertising, Contract Negotiation, Outlook, Social Networking
Education
University of California, Irvine 2010 — 2012
Extension Program, Paralegal
Western Washington University 1996 — 2000
Spanish, Theatre Arts, Geography
Catharine (Katie) Hobbs's Merrill Lynch Experience April 1996 - February 2009
Job Vice President Investment Officer Hobbs, Conner, & Tirapelle Wealth Managment Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Merrill Lynch April 1996 - February 2009
Skills
Retirement, Investments, Finance, Retirement Planning, Strategic Planning, Mutual Funds, Securities, Insurance, Financial Reporting, Asset Allocation, Alternative Investments, Equities, Financial Analysis
Education
University of California, Irvine 1986 — 1990
BA, Criminal Law -- Social Ecology
Thomas Downey High School
Wells Fargo Advisors February 2009 - Present
Merrill Lynch April 1996 - February 2009
Skills
Retirement, Investments, Finance, Retirement Planning, Strategic Planning, Mutual Funds, Securities, Insurance, Financial Reporting, Asset Allocation, Alternative Investments, Equities, Financial Analysis
Education
University of California, Irvine 1986 — 1990
BA, Criminal Law -- Social Ecology
Thomas Downey High School
Joyce Kwan's Merrill Lynch Experience June 2007 - September 2007
Job Assistant Project Manager at WSP Group
Industry Civil Engineering
Experience
WSP Group January 2012 - Present
WSP Group June 2010 - December 2011
Merrill Lynch June 2007 - September 2007
Skills
Civil Engineering, Project Management, Construction, Construction Management, Structural Engineering, Management, AutoCAD, SAP2000, Highways, Road, Concrete, Microstation, MS Project, Structural Analysis, Engineering, Water
Education
University of California, Irvine 2007 — 2009
BA, Civil Engineering
WSP Group January 2012 - Present
WSP Group June 2010 - December 2011
Merrill Lynch June 2007 - September 2007
Skills
Civil Engineering, Project Management, Construction, Construction Management, Structural Engineering, Management, AutoCAD, SAP2000, Highways, Road, Concrete, Microstation, MS Project, Structural Analysis, Engineering, Water
Education
University of California, Irvine 2007 — 2009
BA, Civil Engineering
Joey Stanko's Merrill Lynch Experience July 2011 - Present
Job Intern at Merrill Lynch
Industry Real Estate
Experience
Merrill Lynch July 2011 - Present
Zuvich Corporate Advisors September 2009 - January 2010
CollegeWorks Painting September 2007 - September 2008
Skills
Market Research, Investments, Morningstar, Thompson One
Education
UC Irvine 2007 — 2012
Bachelor of Arts, Business Economics with a minor in Accounting
University of California, Irvine 2007 — 2012
BA, Business Economics
Merrill Lynch July 2011 - Present
Zuvich Corporate Advisors September 2009 - January 2010
CollegeWorks Painting September 2007 - September 2008
Skills
Market Research, Investments, Morningstar, Thompson One
Education
UC Irvine 2007 — 2012
Bachelor of Arts, Business Economics with a minor in Accounting
University of California, Irvine 2007 — 2012
BA, Business Economics
Mollika Ray's Merrill Lynch Experience September 2005 - June 2006
Job Client Director at Nielsen Company
Industry Entertainment
Experience
Nielsen December 2014 - Present
TTJ Consulting May 2014 - November 2014
Gaiam Entertainent - Cinedigm Entertainment May 2012 - May 2014
Universal Music Group May 2010 - May 2012
The Walt Disney Company July 2008 - August 2010
Disney Consumer Products February 2008 - June 2008
Project Tomorrow December 2006 - June 2007
Western Financial Planning Corporation June 2006 - September 2006
Merrill Lynch September 2005 - June 2006
Skills
Analytics, Market Research, Competitive Analysis, Forecasting, Business Development, Analysis, Finance, Cross-functional Team..., Marketing Strategy
Education
University of California, Irvine 2004 — 2007
BA, Economics
Nielsen December 2014 - Present
TTJ Consulting May 2014 - November 2014
Gaiam Entertainent - Cinedigm Entertainment May 2012 - May 2014
Universal Music Group May 2010 - May 2012
The Walt Disney Company July 2008 - August 2010
Disney Consumer Products February 2008 - June 2008
Project Tomorrow December 2006 - June 2007
Western Financial Planning Corporation June 2006 - September 2006
Merrill Lynch September 2005 - June 2006
Skills
Analytics, Market Research, Competitive Analysis, Forecasting, Business Development, Analysis, Finance, Cross-functional Team..., Marketing Strategy
Education
University of California, Irvine 2004 — 2007
BA, Economics
Naomi Chun's Merrill Lynch Experience January 2009 - June 2009
Job Project Administrator at CRB
Industry Construction
Experience
CRB October 2014 - Present
Energy Inspectors November 2010 - June 2014
Zyagen Laboratories February 2010 - September 2010
Merrill Lynch January 2009 - June 2009
Skills
Sustainability..., LEED, Microsoft Word, Microsoft Office, Adaptation, Social Networking, Economics, Google Docs, Gmail, Outlook, Program Management, Microsoft Excel, Word, Highly detail oriented, Multi Tasking, Highly Adaptable, Time Management, Project Management, InDesign, Research, Sales, Account Management, Office Management, Salesforce.com, Operations Management, Sustainability, Environmental Awareness, Real Estate Development, LEED AP, Energy Efficiency, Green Building, Renewable Energy, Building Science, Construction, LEED for Homes Green..., Build It Green: CGBP, Residential Homes, Title 24, Commercial Real Estate, Building Codes, Sustainable Energy, Sustainable Design, Budgets, Contract Management
Education
University of California, Irvine 2006 — 2009
B.A., Business Economics
CRB October 2014 - Present
Energy Inspectors November 2010 - June 2014
Zyagen Laboratories February 2010 - September 2010
Merrill Lynch January 2009 - June 2009
Skills
Sustainability..., LEED, Microsoft Word, Microsoft Office, Adaptation, Social Networking, Economics, Google Docs, Gmail, Outlook, Program Management, Microsoft Excel, Word, Highly detail oriented, Multi Tasking, Highly Adaptable, Time Management, Project Management, InDesign, Research, Sales, Account Management, Office Management, Salesforce.com, Operations Management, Sustainability, Environmental Awareness, Real Estate Development, LEED AP, Energy Efficiency, Green Building, Renewable Energy, Building Science, Construction, LEED for Homes Green..., Build It Green: CGBP, Residential Homes, Title 24, Commercial Real Estate, Building Codes, Sustainable Energy, Sustainable Design, Budgets, Contract Management
Education
University of California, Irvine 2006 — 2009
B.A., Business Economics
Marilyn Walker's Merrill Lynch Experience July 2006 - April 2007
Job Sales Manager at BlueYield
Industry Automotive
Experience
BlueYield January 2015 - Present
Self Employed Consultant October 2013 - January 2015
WholeCellar LLC October 2010 - October 2013
Grotto Custom Wine Cellars January 2010 - September 2010
The Blackwater Consulting Group May 2007 - October 2009
Merrill Lynch July 2006 - April 2007
Homart, Inc March 2003 - May 2006
Gap Inc. September 1995 - March 2003
Nordstrom November 1988 - November 1993
Skills
New Business Development, Key Account Management, Sales Process, Cold Calling, Marketing Strategy, Account Management, Direct Sales, Sales Presentations, B2B, Key Account Development, Sales Operations, Channel Partners, Selling, Market Planning, Lead Generation, Negotiation, Sales, Social Media Marketing, Customer Service, Training, Sales Management, Marketing, Retail, Management
Education
University of California, Irvine
Human Resources, Business
BlueYield January 2015 - Present
Self Employed Consultant October 2013 - January 2015
WholeCellar LLC October 2010 - October 2013
Grotto Custom Wine Cellars January 2010 - September 2010
The Blackwater Consulting Group May 2007 - October 2009
Merrill Lynch July 2006 - April 2007
Homart, Inc March 2003 - May 2006
Gap Inc. September 1995 - March 2003
Nordstrom November 1988 - November 1993
Skills
New Business Development, Key Account Management, Sales Process, Cold Calling, Marketing Strategy, Account Management, Direct Sales, Sales Presentations, B2B, Key Account Development, Sales Operations, Channel Partners, Selling, Market Planning, Lead Generation, Negotiation, Sales, Social Media Marketing, Customer Service, Training, Sales Management, Marketing, Retail, Management
Education
University of California, Irvine
Human Resources, Business
Warren Chang's Merrill Lynch Experience September 2013 - Present
Job Merrill Lynch Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Citibank January 2011 - September 2013
Bank of America August 2010 - December 2010
Northwestern Mutual Financial Services May 2010 - August 2010
Vibe 12-15 Urban Dance February 2007 - March 2010
Precision Wealth Financial and Insurance Services August 2009 - February 2010
Lincoln Financial Advisors May 2009 - December 2009
Skills
Management, Banking, Credit, Finance, Portfolio Management, Retail Banking, Investments, Wealth Management, Sales, Leadership, Loans
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Ecomonics
Merrill Lynch September 2013 - Present
Citibank January 2011 - September 2013
Bank of America August 2010 - December 2010
Northwestern Mutual Financial Services May 2010 - August 2010
Vibe 12-15 Urban Dance February 2007 - March 2010
Precision Wealth Financial and Insurance Services August 2009 - February 2010
Lincoln Financial Advisors May 2009 - December 2009
Skills
Management, Banking, Credit, Finance, Portfolio Management, Retail Banking, Investments, Wealth Management, Sales, Leadership, Loans
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Ecomonics
Beichen Fan's Merrill Lynch Experience January 2010 - March 2010
Job Instructor Web Development Immersive at General Assembly
Industry Apparel & Fashion
Experience
General Assembly August 2015 - Present
Contractor June 2014 - Present
NuORDER Inc. November 2013 - June 2014
Dun & Bradstreet Credibility Corp. May 2012 - October 2013
Disney Consumer Products August 2011 - March 2012
East West Star Inc April 2010 - March 2012
Better You 2012 - 2012
Start Engine 2012 - 2012
Ma & Associate CPA January 2011 - March 2011
Merrill Lynch January 2010 - March 2010
Skills
Microsoft SQL Server, Web Development, User Experience, Web Applications, OS X, HTML, Graphic Design, Sales, Scrum, MySQL, Testing, JavaScript, Java Enterprise Edition, Quality Assurance, Database Design, PHP, Zend Framework, T-SQL Stored Procedures, Algorithms, Data Analytics, T-SQL, XML, jQuery, Java, Mobile Applications, Agile Project Management, CSS, Agile Methodologies, Git, SQL, Node.js, MongoDB
Education
University of California, Los Angeles 2006 — 2010
B.S., Mathematics/Economics
Bonita High School 2002 — 2006
Highschool Diploma
General Assembly August 2015 - Present
Contractor June 2014 - Present
NuORDER Inc. November 2013 - June 2014
Dun & Bradstreet Credibility Corp. May 2012 - October 2013
Disney Consumer Products August 2011 - March 2012
East West Star Inc April 2010 - March 2012
Better You 2012 - 2012
Start Engine 2012 - 2012
Ma & Associate CPA January 2011 - March 2011
Merrill Lynch January 2010 - March 2010
Skills
Microsoft SQL Server, Web Development, User Experience, Web Applications, OS X, HTML, Graphic Design, Sales, Scrum, MySQL, Testing, JavaScript, Java Enterprise Edition, Quality Assurance, Database Design, PHP, Zend Framework, T-SQL Stored Procedures, Algorithms, Data Analytics, T-SQL, XML, jQuery, Java, Mobile Applications, Agile Project Management, CSS, Agile Methodologies, Git, SQL, Node.js, MongoDB
Education
University of California, Los Angeles 2006 — 2010
B.S., Mathematics/Economics
Bonita High School 2002 — 2006
Highschool Diploma
Steve Zhu's Merrill Lynch Experience June 2007 - September 2007
Job Associate at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Pacific Alternative Asset Management Company June 2008 - June 2013
Merrill Lynch June 2007 - September 2007
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Investment Banking, Financial Modeling, Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Irvine 2005 — 2009
Bachelor's degree, Econometrics and Quantitative Economics
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Pacific Alternative Asset Management Company June 2008 - June 2013
Merrill Lynch June 2007 - September 2007
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Investment Banking, Financial Modeling, Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Irvine 2005 — 2009
Bachelor's degree, Econometrics and Quantitative Economics
Stephanie Tsai's Merrill Lynch Experience January 2010 - April 2012
Job Customer Success Manager at Hearsay Social
Industry Internet
Experience
Hearsay Social October 2014 - Present
Zynga January 2013 - August 2014
Zynga April 2012 - January 2013
Merrill Lynch January 2010 - April 2012
Merrill Lynch December 2008 - June 2009
Skills
Series 7, Financial Modeling, Equities, FINRA, Wealth Management, Strategic Partnerships, Relationship Management, Business Analysis, Social Media Marketing
Education
University of California, Irvine 2006 — 2010
Hearsay Social October 2014 - Present
Zynga January 2013 - August 2014
Zynga April 2012 - January 2013
Merrill Lynch January 2010 - April 2012
Merrill Lynch December 2008 - June 2009
Skills
Series 7, Financial Modeling, Equities, FINRA, Wealth Management, Strategic Partnerships, Relationship Management, Business Analysis, Social Media Marketing
Education
University of California, Irvine 2006 — 2010
Vinay Somashekar's Merrill Lynch Experience June 2011 - September 2011
Job Financial Analyst at Experian
Industry Investment Management
Experience
Experian July 2014 - Present
Irvine Consulting Network June 2013 - Present
PAAMCO June 2012 - January 2014
Delta Sigma Pi - Pi Sigma Chapter June 2011 - December 2011
Merrill Lynch June 2011 - September 2011
Harvey & Company LLC April 2011 - June 2011
RBC Wealth Management June 2009 - September 2010
National Eagle Scout Association January 2007 - January 2008
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics
Fountain Valley High School 2005 — 2009
Diploma
Experian July 2014 - Present
Irvine Consulting Network June 2013 - Present
PAAMCO June 2012 - January 2014
Delta Sigma Pi - Pi Sigma Chapter June 2011 - December 2011
Merrill Lynch June 2011 - September 2011
Harvey & Company LLC April 2011 - June 2011
RBC Wealth Management June 2009 - September 2010
National Eagle Scout Association January 2007 - January 2008
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics
Fountain Valley High School 2005 — 2009
Diploma
Gaye Macy's Merrill Lynch Experience December 1978 - June 1980
Job Vice President, Thursday Club Foundation
Industry Nonprofit Organization Management
Experience
Small Change September 1977 - Present
Macy House at Hill-Over-Sea-on-Point-Loma June 2007 - Present
The Thursday Club May 2011 - June 2012
Dana Unit of Rady Children's Hospital Auxiliary September 2011 - May 2012
The Thursday Club May 2010 - June 2011
Point Loma Garden Club September 2009 - July 2010
Junior League of San Diego Garden Club, Las Jardineras June 2009 - June 2010
Morrison & Foerster LLP May 1993 - June 2007
Small Change June 1974 - June 1984
Merrill Lynch December 1978 - June 1980
Skills
Word, Editing, Microsoft Office, Litigation, Writing, Research, Apple computers, rudimentary Spanish and..., Microsoft Word, Program Management, Public Relations, Newsletters, Fundraising, Public Speaking, Event Planning, Management, Nonprofits
Education
University of San Francisco 1984 — 1986
B.S., Organizational Behavior
UC Irvine 1974 — 1978
English / Journalism
Sunset View Elementary
Small Change September 1977 - Present
Macy House at Hill-Over-Sea-on-Point-Loma June 2007 - Present
The Thursday Club May 2011 - June 2012
Dana Unit of Rady Children's Hospital Auxiliary September 2011 - May 2012
The Thursday Club May 2010 - June 2011
Point Loma Garden Club September 2009 - July 2010
Junior League of San Diego Garden Club, Las Jardineras June 2009 - June 2010
Morrison & Foerster LLP May 1993 - June 2007
Small Change June 1974 - June 1984
Merrill Lynch December 1978 - June 1980
Skills
Word, Editing, Microsoft Office, Litigation, Writing, Research, Apple computers, rudimentary Spanish and..., Microsoft Word, Program Management, Public Relations, Newsletters, Fundraising, Public Speaking, Event Planning, Management, Nonprofits
Education
University of San Francisco 1984 — 1986
B.S., Organizational Behavior
UC Irvine 1974 — 1978
English / Journalism
Sunset View Elementary
Trishia Chavez's Merrill Lynch Experience June 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Education
University of California, Irvine 2007 — 2011
Political Science
Merrill Lynch June 2011 - Present
Education
University of California, Irvine 2007 — 2011
Political Science
Kevin Coste's Merrill Lynch Experience April 2010 - March 2011
Job Claims Associate at State Street
Industry Financial Services
Experience
State Street September 2012 - Present
UBS Financial Services March 2011 - July 2012
Transportation & Distribution Services, UC March 2009 - March 2012
Merrill Lynch April 2010 - March 2011
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts, Business Economics, Anthropology & Minor in Management, 3.721
State Street September 2012 - Present
UBS Financial Services March 2011 - July 2012
Transportation & Distribution Services, UC March 2009 - March 2012
Merrill Lynch April 2010 - March 2011
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts, Business Economics, Anthropology & Minor in Management, 3.721
Sam Horrocks's Merrill Lynch Experience Systems ProgrammerUC Irvine1987 - 1994
Job Senior System Engineer at FXall
Industry Financial Services
Experience
FXall April 2013 - Present
Merrill Lynch Systems ProgrammerUC Irvine1987 - 1994
Skills
Solaris, Veritas Cluster Server, Veritas Volume Manager, SAN, Unix, Disaster Recovery, Netbackup, Storage Area Networks, Veritas, Clustering, Perl, NetApp, Autosys, DNS, Unix Shell Scripting, High Availability, NIS, System Architecture, Systems Engineering, Shell Scripting, Red Hat Linux, Brocade, Linux, VxFS, Server Architecture, DHCP, Virtualization, Ruby, C, Yacc, ZFS, Sun Cluster, Cfengine, Syslog, Rsync, Oracle, Cluster, Low Latency, Market Data, Sybase
Education
University of California, Irvine 1983 — 1987
Bachelors of Science, Information and Computer Science
FXall April 2013 - Present
Merrill Lynch Systems ProgrammerUC Irvine1987 - 1994
Skills
Solaris, Veritas Cluster Server, Veritas Volume Manager, SAN, Unix, Disaster Recovery, Netbackup, Storage Area Networks, Veritas, Clustering, Perl, NetApp, Autosys, DNS, Unix Shell Scripting, High Availability, NIS, System Architecture, Systems Engineering, Shell Scripting, Red Hat Linux, Brocade, Linux, VxFS, Server Architecture, DHCP, Virtualization, Ruby, C, Yacc, ZFS, Sun Cluster, Cfengine, Syslog, Rsync, Oracle, Cluster, Low Latency, Market Data, Sybase
Education
University of California, Irvine 1983 — 1987
Bachelors of Science, Information and Computer Science
Killian Cung's Merrill Lynch Experience March 2012 - June 2012
Job Mutual Fund Administrator at The TCW Group
Industry Investment Management
Experience
The TCW Group June 2014 - Present
ERI Economic Research Institute July 2013 - June 2014
Merrill Lynch March 2012 - June 2012
Skills
Microsoft Office, QuickBooks, Eviews, Microsoft Excel, Leadership, Finance, Real Estate, Financial Analysis, Data Analysis, Analysis, Accounting, Financial Reporting, Statistics, PowerPoint, Outlook, Microsoft Word, Mutual Funds
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics
The TCW Group June 2014 - Present
ERI Economic Research Institute July 2013 - June 2014
Merrill Lynch March 2012 - June 2012
Skills
Microsoft Office, QuickBooks, Eviews, Microsoft Excel, Leadership, Finance, Real Estate, Financial Analysis, Data Analysis, Analysis, Accounting, Financial Reporting, Statistics, PowerPoint, Outlook, Microsoft Word, Mutual Funds
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics
Margarita San juan's Merrill Lynch Experience May 1999 - Present
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1999 - Present
Merrill Lynch 1999 - 2012
Education
UCI 1994 — 1999
Merrill Lynch May 1999 - Present
Merrill Lynch 1999 - 2012
Education
UCI 1994 — 1999
Nathan Wong's Merrill Lynch Experience September 2008 - December 2008
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo August 2012 - July 2015
Provident Funding Associates L.P. June 2009 - August 2012
Merrill Lynch September 2008 - December 2008
Education
University of California, Irvine 2005 — 2009
Bachelor's degree, Economics
Wells Fargo July 2015 - Present
Wells Fargo August 2012 - July 2015
Provident Funding Associates L.P. June 2009 - August 2012
Merrill Lynch September 2008 - December 2008
Education
University of California, Irvine 2005 — 2009
Bachelor's degree, Economics
Lisa Chung's Merrill Lynch Experience October 1998 - September 2001
Job Sr. manager at Bank of America (Open Networker)
Industry Banking
Experience
Bank of America August 2009 - Present
Philip Morris September 2006 - August 2009
Sprint Nextel October 2001 - September 2006
Merrill Lynch October 1998 - September 2001
Skills
Vendor Management, SDLC, Cross-functional Team..., Process Improvement, Business Analysis, Project Management, Change Management, PMO, Management, Leadership, Telecommunications, Strategic Planning, Access, Systems Analysis, Executive Management, Internal Audit, Banking, Risk Management, Portfolio Management, Relationship Management, Program Management, IT Strategy, Finance, Strategy, CRM, Business Process..., Marketing, Management Consulting, Analysis, Outsourcing, Business Intelligence, Business Development, Mergers & Acquisitions
Education
UCLA 1999 — 2002
Master's degree, Business/Managerial Economics
University of Michigan 1992 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America August 2009 - Present
Philip Morris September 2006 - August 2009
Sprint Nextel October 2001 - September 2006
Merrill Lynch October 1998 - September 2001
Skills
Vendor Management, SDLC, Cross-functional Team..., Process Improvement, Business Analysis, Project Management, Change Management, PMO, Management, Leadership, Telecommunications, Strategic Planning, Access, Systems Analysis, Executive Management, Internal Audit, Banking, Risk Management, Portfolio Management, Relationship Management, Program Management, IT Strategy, Finance, Strategy, CRM, Business Process..., Marketing, Management Consulting, Analysis, Outsourcing, Business Intelligence, Business Development, Mergers & Acquisitions
Education
UCLA 1999 — 2002
Master's degree, Business/Managerial Economics
University of Michigan 1992 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Christopher Ponig's Merrill Lynch Experience February 2003 - May 2003
Job Vice President at Clarion Partners LLC
Industry Financial Services
Experience
Clarion Partners LLC June 2011 - Present
ING Clarion October 2007 - June 2011
Kavanaugh Assets September 2004 - October 2007
DCS September 2004 - October 2007
Merrill Lynch February 2003 - May 2003
Skills
Entrepreneurship, Due Diligence, Financial Modeling, Private Equity, Valuation, Real Estate Economics, Portfolio Management, Real Estate Development, Asset Management
Education
UCLA 2001 — 2004
Bachelor's degree, Economics
Clarion Partners LLC June 2011 - Present
ING Clarion October 2007 - June 2011
Kavanaugh Assets September 2004 - October 2007
DCS September 2004 - October 2007
Merrill Lynch February 2003 - May 2003
Skills
Entrepreneurship, Due Diligence, Financial Modeling, Private Equity, Valuation, Real Estate Economics, Portfolio Management, Real Estate Development, Asset Management
Education
UCLA 2001 — 2004
Bachelor's degree, Economics
Mark Solis's Merrill Lynch Experience May 2007 - April 2012
Job Institutional Sales Assistant at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2013 - Present
Merrill Lynch May 2007 - April 2012
Big 5 Sporting Goods November 2006 - April 2007
Contra Costa Times February 2006 - June 2006
Valley Yellow Pages January 2005 - January 2006
Skills
Fixed Income, Investments, Series 7
Education
UC Irvine 1999 — 2003
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
RBC Capital Markets August 2013 - Present
Merrill Lynch May 2007 - April 2012
Big 5 Sporting Goods November 2006 - April 2007
Contra Costa Times February 2006 - June 2006
Valley Yellow Pages January 2005 - January 2006
Skills
Fixed Income, Investments, Series 7
Education
UC Irvine 1999 — 2003
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Anthony Larkin's Merrill Lynch Experience March 1999 - February 2005
Job Institutional Sales BlueFin Research Partners
Industry Financial Services
Experience
BlueFin Research Partners May 2014 - Present
Topeka Capital Markets June 2013 - February 2014
Barclays May 2009 - April 2013
CIBC February 2005 - February 2009
Merrill Lynch March 1999 - February 2005
Citigroup / Smith Barney June 1993 - March 1999
Skills
Management, Institutional..., Equities, Relationship Management, Funding, Investments, Capital Markets
Education
University of California, Los Angeles 1992 — 1994
Master of Business Administration (MBA), Finance
BlueFin Research Partners May 2014 - Present
Topeka Capital Markets June 2013 - February 2014
Barclays May 2009 - April 2013
CIBC February 2005 - February 2009
Merrill Lynch March 1999 - February 2005
Citigroup / Smith Barney June 1993 - March 1999
Skills
Management, Institutional..., Equities, Relationship Management, Funding, Investments, Capital Markets
Education
University of California, Los Angeles 1992 — 1994
Master of Business Administration (MBA), Finance
Scott Gottschling's Merrill Lynch Experience June 2012 - February 2013
Job Controller at AutoNation
Industry Financial Services
Experience
AutoNation June 2015 - Present
AutoNation June 2013 - June 2015
Merrill Lynch June 2012 - February 2013
Skills
Public Speaking, Market Research, Portfolio Management, Analysis, CRM, Finance, Series 7, Microsoft Excel
Education
University of California, Irvine 2008 — 2013
B.S., Business Economics
Villa Park High School 2004 — 2008
AutoNation June 2015 - Present
AutoNation June 2013 - June 2015
Merrill Lynch June 2012 - February 2013
Skills
Public Speaking, Market Research, Portfolio Management, Analysis, CRM, Finance, Series 7, Microsoft Excel
Education
University of California, Irvine 2008 — 2013
B.S., Business Economics
Villa Park High School 2004 — 2008
Janet Riphagen's Merrill Lynch Experience 1985 - 1990
Job Territory Manager at Weight Watchers
Industry Health, Wellness and Fitness
Experience
Weight Watchers October 2010 - Present
Weight Watchers April 1999 - October 2010
Merrill Lynch 1985 - 1990
Union Bank 1981 - 1985
Skills
Team Building, Account Management, Training, Leadership, Sales, Nutrition, Customer Service, Management, Coaching, Marketing, Sales Operations, Event Planning, Cold Calling, Retail, B2B, Public Speaking, Strategic Planning, Microsoft Office
Education
UCI 1977 — 1981
Bachelor's degree, Economics and Social Ecology
Weight Watchers October 2010 - Present
Weight Watchers April 1999 - October 2010
Merrill Lynch 1985 - 1990
Union Bank 1981 - 1985
Skills
Team Building, Account Management, Training, Leadership, Sales, Nutrition, Customer Service, Management, Coaching, Marketing, Sales Operations, Event Planning, Cold Calling, Retail, B2B, Public Speaking, Strategic Planning, Microsoft Office
Education
UCI 1977 — 1981
Bachelor's degree, Economics and Social Ecology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank