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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Chip Polito Chip Polito's Merrill Lynch Experience January 2000 - August 2003
Job Senior HR Analyst at Port of Portland
Industry Transportation/Trucking/Railroad
Experience
Port of Portland January 2012 - Present
The Standard October 2006 - December 2009
401(k) Advisors September 2005 - October 2006
Merrill Lynch January 2000 - August 2003
Skills
Benefits Administration, Human Resources, Deferred Compensation, 401k, FMLA, Job Descriptions, Compensation, Defined Benefit, COBRA, ERISA, Job Analysis, Salary Surveys, Employee Recognition, Performance Management
Education
University of Central Florida 2003 — 2005
Master of Business Administration (MBA) & Sport Business Management
University of Kentucky 1996 — 1999
Bachelor of Science (B.S.), Accounting
Portland State University 2011 — 2011
Professional Certification, Human Resources Management
West Virginia University 1994 — 1996
Accounting/Politcal Science
Port of Portland January 2012 - Present
The Standard October 2006 - December 2009
401(k) Advisors September 2005 - October 2006
Merrill Lynch January 2000 - August 2003
Skills
Benefits Administration, Human Resources, Deferred Compensation, 401k, FMLA, Job Descriptions, Compensation, Defined Benefit, COBRA, ERISA, Job Analysis, Salary Surveys, Employee Recognition, Performance Management
Education
University of Central Florida 2003 — 2005
Master of Business Administration (MBA) & Sport Business Management
University of Kentucky 1996 — 1999
Bachelor of Science (B.S.), Accounting
Portland State University 2011 — 2011
Professional Certification, Human Resources Management
West Virginia University 1994 — 1996
Accounting/Politcal Science
Melissa Buchholz Melissa Buchholz's Merrill Lynch Experience November 2014 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
AYC Intercultural Programs Thailand October 2013 - March 2014
Nanny May 2013 - October 2013
Box Eight Studios November 2012 - May 2013
Bloomingdale's October 2012 - January 2013
Merill Lynch June 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research, English, Public Speaking, Human Resources, Time Management, Social Media, Employee Relations, Recruiting, Photoshop, Outlook, Windows, HTML, Leadership, Event Planning, Blogging, Facebook
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Social Sciences, Sociology
Huntington Beach High School 2004 — 2008
GE
Merrill Lynch November 2014 - Present
AYC Intercultural Programs Thailand October 2013 - March 2014
Nanny May 2013 - October 2013
Box Eight Studios November 2012 - May 2013
Bloomingdale's October 2012 - January 2013
Merill Lynch June 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research, English, Public Speaking, Human Resources, Time Management, Social Media, Employee Relations, Recruiting, Photoshop, Outlook, Windows, HTML, Leadership, Event Planning, Blogging, Facebook
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Social Sciences, Sociology
Huntington Beach High School 2004 — 2008
GE
Mike Penuliar, MA Mike Penuliar, MA's Merrill Lynch Experience 2013 - 2013
Job Data Specialist at FLUMC
Industry Research
Experience
Florida Conference of the United Methodist Church 2014 - Present
Immersyve, Inc. 2014 - 2014
University of North Florida 2009 - 2014
Merrill Lynch 2013 - 2013
Mayo Clinic 2012 - 2013
Social Psychology and Rejection Lab 2009 - 2012
University of North Florida 2010 - 2011
Self-Employed 2007 - 2011
Skills
SPSS, Research, Psychology, Data Analysis, Quantitative Research, Qualitative Research, Microsoft Excel, Social Psychology, Clinical Research, Science, Training, Statistics, Teaching, Psychological Testing, Research Design, Experimental Psychology, Research Project..., Survey Creation, Laboratory Management, Academic Advising, Crystal Reports, Writing, R, Market Research, Consumer Research, Database Management, SQL, Communications, Infographs, Tableau, Stress Management, Behavioral Finance, Cognitive Psychology, Personality Psychology, Mental Health, Career Development..., CBT, Statistical Data..., Leadership
Education
University of Central Florida
University of North Florida 2010 — 2012
Master's Degree, Psychology, Research/Experimental Psychology
University of North Florida
Bachelor of Science (B.S.), Psychology, Research/Experimental Psychology, Magna Cum Laude
Aryng
Florida Conference of the United Methodist Church 2014 - Present
Immersyve, Inc. 2014 - 2014
University of North Florida 2009 - 2014
Merrill Lynch 2013 - 2013
Mayo Clinic 2012 - 2013
Social Psychology and Rejection Lab 2009 - 2012
University of North Florida 2010 - 2011
Self-Employed 2007 - 2011
Skills
SPSS, Research, Psychology, Data Analysis, Quantitative Research, Qualitative Research, Microsoft Excel, Social Psychology, Clinical Research, Science, Training, Statistics, Teaching, Psychological Testing, Research Design, Experimental Psychology, Research Project..., Survey Creation, Laboratory Management, Academic Advising, Crystal Reports, Writing, R, Market Research, Consumer Research, Database Management, SQL, Communications, Infographs, Tableau, Stress Management, Behavioral Finance, Cognitive Psychology, Personality Psychology, Mental Health, Career Development..., CBT, Statistical Data..., Leadership
Education
University of Central Florida
University of North Florida 2010 — 2012
Master's Degree, Psychology, Research/Experimental Psychology
University of North Florida
Bachelor of Science (B.S.), Psychology, Research/Experimental Psychology, Magna Cum Laude
Aryng
Carin Walling's Merrill Lynch Experience 2002 - 2006
Job Owner at 2 Sweet Sisters
Industry Retail
Experience
2 Sweet Sisters 2006 - Present
Merrill Lynch 2002 - 2006
Skills
Retail, Social Media, Marketing Strategy, Social Media Marketing, Customer Service, Marketing, Merchandising, merch, Interior Design, Baby Products, Kids Rooms, Nurseries, social, E-commerce, Sales, Advertising, Social Networking, Online Marketing, Brand Development
Education
University of Central Florida
2 Sweet Sisters 2006 - Present
Merrill Lynch 2002 - 2006
Skills
Retail, Social Media, Marketing Strategy, Social Media Marketing, Customer Service, Marketing, Merchandising, merch, Interior Design, Baby Products, Kids Rooms, Nurseries, social, E-commerce, Sales, Advertising, Social Networking, Online Marketing, Brand Development
Education
University of Central Florida
Nick Centis Nick Centis's Merrill Lynch Experience April 2013 - March 2014
Job Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management March 2014 - Present
Merrill Lynch April 2013 - March 2014
Boots Road Group January 2011 - June 2011
Early Learning Institute February 2005 - June 2010
Skills
Excel, Word, PowerPoint, Writing, Problem Solving, C++, Microsoft Office, Photoshop, HTML, Public Speaking, Social Media, Graphic Design, Illustrator, Non-profits, Social Networking, Nonprofits, Microsoft Excel, Microsoft Word
Education
University of California, Santa Cruz
Bachelors of Arts, Business Management Economics
Barclays Wealth and Investment Management March 2014 - Present
Merrill Lynch April 2013 - March 2014
Boots Road Group January 2011 - June 2011
Early Learning Institute February 2005 - June 2010
Skills
Excel, Word, PowerPoint, Writing, Problem Solving, C++, Microsoft Office, Photoshop, HTML, Public Speaking, Social Media, Graphic Design, Illustrator, Non-profits, Social Networking, Nonprofits, Microsoft Excel, Microsoft Word
Education
University of California, Santa Cruz
Bachelors of Arts, Business Management Economics
Jenny Brummer's Merrill Lynch Experience June 2000 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2000 - Present
Skills
Trading, Securities, Customer Service, Series 7, Microsoft Office, Microsoft Excel, Process Improvement, Microsoft Word
Education
University of California, Santa Cruz 1996 — 2000
B.A., Sociology
University of Leeds 1998 — 1999
Education Abroad Program
Merrill Lynch June 2000 - Present
Skills
Trading, Securities, Customer Service, Series 7, Microsoft Office, Microsoft Excel, Process Improvement, Microsoft Word
Education
University of California, Santa Cruz 1996 — 2000
B.A., Sociology
University of Leeds 1998 — 1999
Education Abroad Program
Bob Wydra's Merrill Lynch Experience 2000 - 2001
Job CFO at Children's Home Society
Industry Nonprofit Organization Management
Experience
Children's Home Society of Florida 2007 - Present
Children's Home Society of Florida October 2001 - July 2007
Merrill Lynch 2000 - 2001
The Conservation Fund 1996 - 1999
The Nature Conservancy 1988 - 1996
Skills
Account Reconciliation, Grants, Auditing, Fundraising, Strategic Planning, Accounts Payable, Non-profits, Board Relations, Accounting, Internal Controls, Process Improvement, Policy, GAAP, Accounts Receivable, Journal Entries, QuickBooks
Education
Strayer University 2008 — 2011
MBA, Finance
University of Central Florida 1986 — 1989
BS, Accounting
Children's Home Society of Florida 2007 - Present
Children's Home Society of Florida October 2001 - July 2007
Merrill Lynch 2000 - 2001
The Conservation Fund 1996 - 1999
The Nature Conservancy 1988 - 1996
Skills
Account Reconciliation, Grants, Auditing, Fundraising, Strategic Planning, Accounts Payable, Non-profits, Board Relations, Accounting, Internal Controls, Process Improvement, Policy, GAAP, Accounts Receivable, Journal Entries, QuickBooks
Education
Strayer University 2008 — 2011
MBA, Finance
University of Central Florida 1986 — 1989
BS, Accounting
Saren Brown's Merrill Lynch Experience 2006 - 2009
Job Business Development Professional
Industry Fund-Raising
Experience
The Leukemia & Lymphoma Society 2013 - February 2014
UC Santa Barbara, Bren School of Environmental Science & Management 2010 - February 2013
Merrill Lynch 2006 - 2009
Redwood Trust, Inc 2005 - 2006
Clinton Group Inc 2002 - 2004
PaineWebber November 1999 - 2001
Skills
Investments, Alternative Investments, Research, Hedge Funds, Analysis, Grant Writing, Philanthropy, Proposal Writing, Donor Solicitation, Event Management, Marketing, Fundraising, Client Development, Relationship Management, Donor Management, Financial Analysis, Presentations, Capital Markets, Event Planning, Series 7 (expired), Bloomberg, Morningstar, Series 66 (expired)
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts, Sociology
The Leukemia & Lymphoma Society 2013 - February 2014
UC Santa Barbara, Bren School of Environmental Science & Management 2010 - February 2013
Merrill Lynch 2006 - 2009
Redwood Trust, Inc 2005 - 2006
Clinton Group Inc 2002 - 2004
PaineWebber November 1999 - 2001
Skills
Investments, Alternative Investments, Research, Hedge Funds, Analysis, Grant Writing, Philanthropy, Proposal Writing, Donor Solicitation, Event Management, Marketing, Fundraising, Client Development, Relationship Management, Donor Management, Financial Analysis, Presentations, Capital Markets, Event Planning, Series 7 (expired), Bloomberg, Morningstar, Series 66 (expired)
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts, Sociology
Christopher Rallo's Merrill Lynch Experience June 2007 - August 2007
Job Executive Recruiter at Randstad Professionals (Formerly The Mergis Group)
Industry Staffing and Recruiting
Experience
Randstad July 2011 - Present
Lockheed Martin June 2010 - July 2011
Lockheed Martin February 2008 - April 2010
Pershing June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Education
University of Central Florida 2006 — 2010
B.S., Finance
Randstad July 2011 - Present
Lockheed Martin June 2010 - July 2011
Lockheed Martin February 2008 - April 2010
Pershing June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Education
University of Central Florida 2006 — 2010
B.S., Finance
Jennifer Hinh's Merrill Lynch Experience June 2011 - September 2011
Job Reporting Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle September 2013 - Present
Blue Shield of California June 2013 - August 2013
Hewlett-Packard June 2012 - September 2012
Merrill Lynch June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Data Analysis, InDesign, Knowledge Management, Microsoft PowerPoint, Oracle Applications, OBIEE, Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics & Accounting, Art History
Oracle September 2013 - Present
Blue Shield of California June 2013 - August 2013
Hewlett-Packard June 2012 - September 2012
Merrill Lynch June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Data Analysis, InDesign, Knowledge Management, Microsoft PowerPoint, Oracle Applications, OBIEE, Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics & Accounting, Art History
KIMBERLY ORLANDO's Merrill Lynch Experience 2010 - Present
Job Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Merrill Lynch- Private Banking and Investment Group 2005 - 2010
Merrill Lynch 2003 - 2005
Skills
Series 7, High Net Worth..., Financial Advisory, Investments, Private Banking, Portfolio Management, Strategy, Wealth Management
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's Degree, Business Economics
Merrill Lynch 2010 - Present
Merrill Lynch- Private Banking and Investment Group 2005 - 2010
Merrill Lynch 2003 - 2005
Skills
Series 7, High Net Worth..., Financial Advisory, Investments, Private Banking, Portfolio Management, Strategy, Wealth Management
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's Degree, Business Economics
Dane Tinley's Merrill Lynch Experience August 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
EY January 2015 - August 2015
Invoca July 2013 - September 2013
Collaborate Student Support Center - UCSB August 2012 - December 2012
SKLZ June 2012 - August 2012
Sanuk June 2011 - August 2011
Skills
Wealth Preservation..., Wealth Management..., Finacial Management, Friendly Personality, Business Strategy, Business Development, Economic Policy, Technical Writing, Economic Modeling, Marketing, Strategic Planning, Entrepreneurship, Econometrics, Financial Accounting, Microsoft Excel, Research, Agile Project Management, Project Management, Public Speaking, Management, Photoshop
Education
UCSB 2010 — 2014
Bachelor’s Degree, Economics and Accounting
Merrill Lynch August 2015 - Present
EY January 2015 - August 2015
Invoca July 2013 - September 2013
Collaborate Student Support Center - UCSB August 2012 - December 2012
SKLZ June 2012 - August 2012
Sanuk June 2011 - August 2011
Skills
Wealth Preservation..., Wealth Management..., Finacial Management, Friendly Personality, Business Strategy, Business Development, Economic Policy, Technical Writing, Economic Modeling, Marketing, Strategic Planning, Entrepreneurship, Econometrics, Financial Accounting, Microsoft Excel, Research, Agile Project Management, Project Management, Public Speaking, Management, Photoshop
Education
UCSB 2010 — 2014
Bachelor’s Degree, Economics and Accounting
Lashawn Hayes Lashawn Hayes's Merrill Lynch Experience January 2015 - Present
Job Registered Client Associate @ Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Crowell Weedon & Co August 2010 - January 2015
Smith Barney 2007 - 2010
Skills
Series 7, Series 66, Customer Service, Microsoft Word, Teaching, Research, English, Nonprofits, Budgets, Management, Microsoft Excel, Coaching, Outlook, Windows, Social Media, Microsoft Office
Education
UCSB 1997 — 2000
Sociology
Bishop Diego
Merrill Lynch January 2015 - Present
Crowell Weedon & Co August 2010 - January 2015
Smith Barney 2007 - 2010
Skills
Series 7, Series 66, Customer Service, Microsoft Word, Teaching, Research, English, Nonprofits, Budgets, Management, Microsoft Excel, Coaching, Outlook, Windows, Social Media, Microsoft Office
Education
UCSB 1997 — 2000
Sociology
Bishop Diego
Jens Olson Jens Olson's Merrill Lynch Experience July 2006 - July 2008
Job Investment Analyst at Archer Capital Management, L.P.
Industry Investment Management
Experience
Archer Capital Management, L.P. September 2013 - Present
Archer Capital Management, L.P. June 2012 - August 2012
Normandy Hill Capital November 2011 - February 2012
Moelis & Company; Moelis Capital Partners April 2009 - July 2011
Vulcan Capital August 2008 - March 2009
Merrill Lynch July 2006 - July 2008
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Strategies in Bankruptcy (Individualized Major)
University of California, Santa Barbara 2002 — 2006
BS, Financial Mathematics & Statistics
Archer Capital Management, L.P. September 2013 - Present
Archer Capital Management, L.P. June 2012 - August 2012
Normandy Hill Capital November 2011 - February 2012
Moelis & Company; Moelis Capital Partners April 2009 - July 2011
Vulcan Capital August 2008 - March 2009
Merrill Lynch July 2006 - July 2008
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Strategies in Bankruptcy (Individualized Major)
University of California, Santa Barbara 2002 — 2006
BS, Financial Mathematics & Statistics
Michael Glantz's Merrill Lynch Experience July 2014 - Present
Job Merrill Lynch Financial Advisor HARP Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Bank of America June 2013 - August 2014
Toojays Gourmet Deli December 2008 - January 2013
Mosaic Wealth Management Group, Inc August 2012 - December 2012
Junior Achievement of Central Florida August 2010 - November 2010
Education
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Valencia Community College 2008 — 2010
Associates of Arts Degree, General Business
Merrill Lynch July 2014 - Present
Bank of America June 2013 - August 2014
Toojays Gourmet Deli December 2008 - January 2013
Mosaic Wealth Management Group, Inc August 2012 - December 2012
Junior Achievement of Central Florida August 2010 - November 2010
Education
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Valencia Community College 2008 — 2010
Associates of Arts Degree, General Business
Jennifer Embler Jennifer Embler's Merrill Lynch Experience December 1999 - April 2004
Job
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC April 2008 - Present
Morgan Stanley September 2006 - November 2007
Wells Fargo Advisors April 2004 - September 2005
Merrill Lynch December 1999 - April 2004
Skills
Estate Planning, Financial Services, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Marketing, Life Insurance, Investment Strategies, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Outlook, Teaching, Photoshop, Public Speaking, HTML, Java
Education
UCSB 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Signature Estate & Investment Advisors, LLC April 2008 - Present
Morgan Stanley September 2006 - November 2007
Wells Fargo Advisors April 2004 - September 2005
Merrill Lynch December 1999 - April 2004
Skills
Estate Planning, Financial Services, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Marketing, Life Insurance, Investment Strategies, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Outlook, Teaching, Photoshop, Public Speaking, HTML, Java
Education
UCSB 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Ashley English's Merrill Lynch Experience May 2010 - August 2010
Job Registration Representative at Florida Hospital & UCF Graduate
Industry Hospital & Health Care
Experience
Winter Park Memorial Hospital (a division of Florida Hospital) December 2014 - Present
Florida Hospital East Orlando March 2014 - December 2014
Florida Hospital November 2013 - March 2014
FirstLight HomeCare January 2014 - February 2014
Abercrombie & Fitch June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
University Karate Center May 2009 - August 2009
The Advertising Department August 2008 - December 2008
Skills
Home Care, Cpr Certified, First Aid, BLS, HIPAA, Healthcare, Elder Care, Medical Terminology, Microsoft Word, PowerPoint, Customer Service, Filing, Hospitals, CPR Certified, IV, Public Speaking, Time Management
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Winter Park Memorial Hospital (a division of Florida Hospital) December 2014 - Present
Florida Hospital East Orlando March 2014 - December 2014
Florida Hospital November 2013 - March 2014
FirstLight HomeCare January 2014 - February 2014
Abercrombie & Fitch June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
University Karate Center May 2009 - August 2009
The Advertising Department August 2008 - December 2008
Skills
Home Care, Cpr Certified, First Aid, BLS, HIPAA, Healthcare, Elder Care, Medical Terminology, Microsoft Word, PowerPoint, Customer Service, Filing, Hospitals, CPR Certified, IV, Public Speaking, Time Management
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Stephanie Casas's Merrill Lynch Experience October 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Charles Schwab 2011 - 2012
Skills
Sales, Budgets, CRM, Strategic Planning, Marketing, Salesforce.com, Financial Services
Education
University of Central Florida
Bachelor of Science, Business Administration; Marketing
Merrill Lynch October 2012 - Present
Charles Schwab 2011 - 2012
Skills
Sales, Budgets, CRM, Strategic Planning, Marketing, Salesforce.com, Financial Services
Education
University of Central Florida
Bachelor of Science, Business Administration; Marketing
William K Bridgers's Merrill Lynch Experience January 1995 - February 2000
Job William K Bridgers, Insurance Consultant, LLC
Industry Financial Services
Experience
William K Bridgers, Insurance Consultant, LLC January 2015 - Present
NAIFA-Central Utah 2015 - 2015
Financial Services Professional October 2013 - December 2014
Designs In Life, A Principal Office of Insurance Designers of America (IDA) January 2008 - August 2013
Capitas Financial March 2002 - December 2007
Transamerica Life Insurance Company February 2000 - February 2002
Merrill Lynch January 1995 - February 2000
Education
University of California, Santa Barbara 1970 — 1972
Bachelor of Arts (BA)
Santa Barbara City College 1966 — 1967
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
William K Bridgers, Insurance Consultant, LLC January 2015 - Present
NAIFA-Central Utah 2015 - 2015
Financial Services Professional October 2013 - December 2014
Designs In Life, A Principal Office of Insurance Designers of America (IDA) January 2008 - August 2013
Capitas Financial March 2002 - December 2007
Transamerica Life Insurance Company February 2000 - February 2002
Merrill Lynch January 1995 - February 2000
Education
University of California, Santa Barbara 1970 — 1972
Bachelor of Arts (BA)
Santa Barbara City College 1966 — 1967
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Kushaan Ahuja's Merrill Lynch Experience July 2012 - September 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Commerce Capital Group October 2012 - May 2014
GCP June 2013 - September 2013
UCSB Investment Advisory Committee April 2012 - May 2013
Merrill Lynch July 2012 - September 2012
Baskin Robbins 2009 - September 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Economics
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics & Accounting
Rancho Bernardo High School 2007 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Commerce Capital Group October 2012 - May 2014
GCP June 2013 - September 2013
UCSB Investment Advisory Committee April 2012 - May 2013
Merrill Lynch July 2012 - September 2012
Baskin Robbins 2009 - September 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Economics
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics & Accounting
Rancho Bernardo High School 2007 — 2011
David Rubin, CFP®'s Merrill Lynch Experience January 2000 - February 2004
Job Senior Field Compliance Manager at CUNA Brokerage Services, Inc.
Industry Financial Services
Experience
CUNA Brokerage Services, Inc. September 2006 - Present
CUNA Brokerage Services, Inc. February 2004 - September 2006
Merrill Lynch January 2000 - February 2004
Skills
Certified Financial..., Series 24, Series 7, Series 63, Series 65, Compliance, Investment Advisory, Retirement Planning, 401k Rollovers, Investments, Estate Planning, Managed Money, Wealth Management, Life Insurance, Underwriting, Cross Selling, Process Improvement, Strategic Planning, Coaching, Long Term Care Insurance, Team Building, Sales Management, Customer Service, Negotiation
Education
University of Central Florida 1996 — 1999
CUNA Brokerage Services, Inc. September 2006 - Present
CUNA Brokerage Services, Inc. February 2004 - September 2006
Merrill Lynch January 2000 - February 2004
Skills
Certified Financial..., Series 24, Series 7, Series 63, Series 65, Compliance, Investment Advisory, Retirement Planning, 401k Rollovers, Investments, Estate Planning, Managed Money, Wealth Management, Life Insurance, Underwriting, Cross Selling, Process Improvement, Strategic Planning, Coaching, Long Term Care Insurance, Team Building, Sales Management, Customer Service, Negotiation
Education
University of Central Florida 1996 — 1999
Christian Chacon's Merrill Lynch Experience 2008 - September 2009
Job Settlements Supervisor at ConvergEx Group
Industry Information Technology and Services
Experience
ConvergEx Group March 2010 - Present
Merrill Lynch 2008 - September 2009
Skills
Brokerage, Microsoft Excel, DTC, Loanet, PBS, Financial Reporting, Financial Analysis, Financial Markets, Financial Accounting, Finance, Supervisory Skills, Supervisory Experience, Customer Service, Stock Trading, Stock Exchange, Fixed Income, Emerging Markets, Fixed Annuities, Bank Reconciliation, Investments, Alternative Investments, Foreign Exchange, Trading Strategies, Series 63, Equities, Securities, Prime Brokerage, Options, Trading Systems, Electronic Trading, Hedge Funds, Equity Trading, Corporate Actions, Series 7, Payments, Financial Services, Swaps, Fund Accounting, Bonds, FX trading, Mutual Funds, Equity Research, Settlement, Trading, Back Office, Asset Management, Risk Management, Financial Modeling, Financial Risk, Account Reconciliation
Education
University of Central Florida 2004 — 2007
Bachelor of Fine Arts (B.F.A.), Finance, General
ConvergEx Group March 2010 - Present
Merrill Lynch 2008 - September 2009
Skills
Brokerage, Microsoft Excel, DTC, Loanet, PBS, Financial Reporting, Financial Analysis, Financial Markets, Financial Accounting, Finance, Supervisory Skills, Supervisory Experience, Customer Service, Stock Trading, Stock Exchange, Fixed Income, Emerging Markets, Fixed Annuities, Bank Reconciliation, Investments, Alternative Investments, Foreign Exchange, Trading Strategies, Series 63, Equities, Securities, Prime Brokerage, Options, Trading Systems, Electronic Trading, Hedge Funds, Equity Trading, Corporate Actions, Series 7, Payments, Financial Services, Swaps, Fund Accounting, Bonds, FX trading, Mutual Funds, Equity Research, Settlement, Trading, Back Office, Asset Management, Risk Management, Financial Modeling, Financial Risk, Account Reconciliation
Education
University of Central Florida 2004 — 2007
Bachelor of Fine Arts (B.F.A.), Finance, General
Jeanine J. Burford Jeanine J. Burford's Merrill Lynch Experience January 1992 - June 1993
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1997 - Present
Santa Barbara Bank & Trust January 1995 - December 1996
Smith Barney June 1993 - December 1994
Merrill Lynch January 1992 - June 1993
Education
UC Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Business/Managerial Economics
Dos Pueblos High School 1982 — 1986
Wells Fargo Advisors, LLC January 1997 - Present
Santa Barbara Bank & Trust January 1995 - December 1996
Smith Barney June 1993 - December 1994
Merrill Lynch January 1992 - June 1993
Education
UC Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Business/Managerial Economics
Dos Pueblos High School 1982 — 1986
Anthony Larcom's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch February 2012 - March 2014
Wolfpack Trading January 2005 - February 2012
Skills
Series 7, Mutual Funds, 529 Plans, Financial Planners, Financial Analysis, Options, 401k Rollovers, IRAs, Investment Strategies, Investment Advisory, Financial Services, Financial Advisory, Equities, Asset Allocation, Series 63, Series 65, FINRA, Retirement Planning, Securities, Retirement, Wealth Management, Alternative Investments, Bonds, Fixed Income, Investments, Asset Management, 401k, Series 6, Strategic Financial..., ETFs, Portfolio Management, Wealth Management..., Investment Management, Trading, Financial Markets, Stocks, Roth IRA, Equity Trading, Equity Research, Retirement Plan...
Education
University of Central Florida 1987 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
University of Central Florida 1987 — 1989
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.5
Merrill Lynch March 2014 - Present
Merrill Lynch February 2012 - March 2014
Wolfpack Trading January 2005 - February 2012
Skills
Series 7, Mutual Funds, 529 Plans, Financial Planners, Financial Analysis, Options, 401k Rollovers, IRAs, Investment Strategies, Investment Advisory, Financial Services, Financial Advisory, Equities, Asset Allocation, Series 63, Series 65, FINRA, Retirement Planning, Securities, Retirement, Wealth Management, Alternative Investments, Bonds, Fixed Income, Investments, Asset Management, 401k, Series 6, Strategic Financial..., ETFs, Portfolio Management, Wealth Management..., Investment Management, Trading, Financial Markets, Stocks, Roth IRA, Equity Trading, Equity Research, Retirement Plan...
Education
University of Central Florida 1987 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
University of Central Florida 1987 — 1989
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.5
Rebecca Carol Aguilar Rebecca Carol Aguilar's Merrill Lynch Experience May 2012 - September 2012
Job Media Coordinator at GoPro
Industry Financial Services
Experience
Indosole June 2015 - August 2015
Zenreach August 2014 - June 2015
Bonfirelabs June 2014 - September 2014
Merrill Lynch May 2012 - September 2012
Opes Cura Financial, Inc. January 2012 - September 2012
Skills
Microsoft Office, Social Media, Financial Analysis, Microsoft Word, Financial Modeling, Microsoft Excel, PowerPoint, Customer Service, Social Media Marketing, Investments, Hedge Funds, Valuation, Salesforce.com, Mountain Biking, Kitesurfing, cliff jumping, Snowboarding, Skydiving, Backpacking, Hiking
Education
University of California, Santa Barbara 2012 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
Indosole June 2015 - August 2015
Zenreach August 2014 - June 2015
Bonfirelabs June 2014 - September 2014
Merrill Lynch May 2012 - September 2012
Opes Cura Financial, Inc. January 2012 - September 2012
Skills
Microsoft Office, Social Media, Financial Analysis, Microsoft Word, Financial Modeling, Microsoft Excel, PowerPoint, Customer Service, Social Media Marketing, Investments, Hedge Funds, Valuation, Salesforce.com, Mountain Biking, Kitesurfing, cliff jumping, Snowboarding, Skydiving, Backpacking, Hiking
Education
University of California, Santa Barbara 2012 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
Brian Durden's Merrill Lynch Experience March 2006 - May 2006
Job Property Manager at Coldwell Banker Commercial Saunders Ralston Realty
Industry Real Estate
Experience
Coldwell Banker Commercial Saunders Ralston Dantzler Realty September 2014 - Present
Publix Super Markets November 2012 - August 2014
GEICO July 2008 - November 2012
Marcus & Millichap January 2008 - May 2008
Uth Stuph Clothing October 2006 - December 2006
Play it Again Sports June 2006 - August 2006
Merrill Lynch March 2006 - May 2006
Skills
Sales, Market Research, Data Entry, E-commerce, Networking, Investments, Yardi Voyager, Invoicing, Insurance, Accounts Payable, Accounts Receivable, Landlord/Tenant Matters, Commercial Real Estate, Microsoft Office, SAP, Property Management, Inspection, Occupancy
Education
University of Central Florida 2006 — 2008
Bachelors of Science in Business Administration, Real Estate
Polk Community College 2005 — 2006
Associate of Arts, Business Administration
Coldwell Banker Commercial Saunders Ralston Dantzler Realty September 2014 - Present
Publix Super Markets November 2012 - August 2014
GEICO July 2008 - November 2012
Marcus & Millichap January 2008 - May 2008
Uth Stuph Clothing October 2006 - December 2006
Play it Again Sports June 2006 - August 2006
Merrill Lynch March 2006 - May 2006
Skills
Sales, Market Research, Data Entry, E-commerce, Networking, Investments, Yardi Voyager, Invoicing, Insurance, Accounts Payable, Accounts Receivable, Landlord/Tenant Matters, Commercial Real Estate, Microsoft Office, SAP, Property Management, Inspection, Occupancy
Education
University of Central Florida 2006 — 2008
Bachelors of Science in Business Administration, Real Estate
Polk Community College 2005 — 2006
Associate of Arts, Business Administration
Frank Maggiora Frank Maggiora's Merrill Lynch Experience June 1999 - May 2001
Job Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark August 2014 - Present
Avantria Consultants, LLC. September 2012 - August 2014
AssetMark / Genworth Wealth Management June 2001 - August 2012
Merrill Lynch June 1999 - May 2001
Skills
Practice Management, Investments, Investment Management, Portfolio Management, Business Planning, New Business Development, Operations Management, Sales Management, Superior Client Service, Securities, Strategic Financial..., Financial Advisory, CRM, Finance, Client Services
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
AssetMark August 2014 - Present
Avantria Consultants, LLC. September 2012 - August 2014
AssetMark / Genworth Wealth Management June 2001 - August 2012
Merrill Lynch June 1999 - May 2001
Skills
Practice Management, Investments, Investment Management, Portfolio Management, Business Planning, New Business Development, Operations Management, Sales Management, Superior Client Service, Securities, Strategic Financial..., Financial Advisory, CRM, Finance, Client Services
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
Andrew Vargo's Merrill Lynch Experience January 1993 - February 2010
Job Financial Advisor, Branch Manager at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC February 2010 - Present
Merrill Lynch January 1993 - February 2010
Skills
Retirement Planning, Certified Financial..., Certified Investment..., Branch Management, Series 7, Series 63, Series 24, Series 65, Financial Planning, Wealth Management, Asset Allocation, Financial Advisory, Mutual Funds, Retirement, Securities, Finance, Investment Advisory, 401k
Education
University of Central Florida 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
University of Central Florida 1988 — 1992
Bachelor of Science in Business Administration, Finance
Raymond James Financial Services, Inc., Member FINRA/SIPC February 2010 - Present
Merrill Lynch January 1993 - February 2010
Skills
Retirement Planning, Certified Financial..., Certified Investment..., Branch Management, Series 7, Series 63, Series 24, Series 65, Financial Planning, Wealth Management, Asset Allocation, Financial Advisory, Mutual Funds, Retirement, Securities, Finance, Investment Advisory, 401k
Education
University of Central Florida 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
University of Central Florida 1988 — 1992
Bachelor of Science in Business Administration, Finance
Alex Wheeler's Merrill Lynch Experience May 2011 - August 2011
Job National Recruiting Consultant at HealthCare Scouts, Inc.
Industry Marketing and Advertising
Experience
Gulf Beach Weddings January 2010 - Present
HealthCare Scouts, Inc. July 2014 - January 2015
Merrill Lynch May 2011 - August 2011
Skills
Management, Logistics, Customer Service, Operations Management, Strategic Planning, Sales Management, Sales Operations, Recruiting, Marketing, Marketing Communications, Marketing Strategy, Team Management, Supply Chain Management, Process Improvement, Team Building, Inventory Management
Education
University of Central Florida 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Gulf Beach Weddings January 2010 - Present
HealthCare Scouts, Inc. July 2014 - January 2015
Merrill Lynch May 2011 - August 2011
Skills
Management, Logistics, Customer Service, Operations Management, Strategic Planning, Sales Management, Sales Operations, Recruiting, Marketing, Marketing Communications, Marketing Strategy, Team Management, Supply Chain Management, Process Improvement, Team Building, Inventory Management
Education
University of Central Florida 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Jeff Lam's Merrill Lynch Experience November 2014 - Present
Job TFA at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2014 - Present
UC Santa Cruz January 2014 - March 2014
Galaxy Asset Management June 2013 - September 2013
China Telecom Americas June 2012 - August 2012
China Telecom Americas June 2011 - August 2011
Skills
Analysis, Sales, Marketing, Finance, Market Research, Investments, Lead Generation, PowerPoint, Research, Salesforce.com, Auditing, Valuation, Data Analysis, Telecommunications
Education
University of California, Santa Cruz 2010 — 2014
Business Management Economics Major & Technology Information Management Minor
Merrill Lynch November 2014 - Present
UC Santa Cruz January 2014 - March 2014
Galaxy Asset Management June 2013 - September 2013
China Telecom Americas June 2012 - August 2012
China Telecom Americas June 2011 - August 2011
Skills
Analysis, Sales, Marketing, Finance, Market Research, Investments, Lead Generation, PowerPoint, Research, Salesforce.com, Auditing, Valuation, Data Analysis, Telecommunications
Education
University of California, Santa Cruz 2010 — 2014
Business Management Economics Major & Technology Information Management Minor
Taylor Thornsbury's Merrill Lynch Experience May 2012 - July 2012
Job Real Estate Consultant at EXIT Realty Corp. International
Industry Real Estate
Experience
EXIT Realty Corp. International June 2013 - Present
Merrill Lynch May 2012 - July 2012
City of Boca Raton May 2008 - June 2010
Skills
Real Estate, Finance, Stock Analysis, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Sales, Marketing, Negotiation
Education
University of Central Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
EXIT Realty Corp. International June 2013 - Present
Merrill Lynch May 2012 - July 2012
City of Boca Raton May 2008 - June 2010
Skills
Real Estate, Finance, Stock Analysis, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Sales, Marketing, Negotiation
Education
University of Central Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Andrew Han Andrew Han's Merrill Lynch Experience February 2009 - August 2009
Job Investment Analyst at Bay City Capital
Industry Venture Capital & Private Equity
Experience
Bay City Capital August 2013 - Present
Wells Fargo Securities January 2010 - June 2013
Merrill Lynch February 2009 - August 2009
Citi October 2007 - December 2007
Skills
LBO, Investment Banking, Capital IQ, Alternative Investments, Investments, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Bloomberg, Private Equity, Due Diligence
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Arts (B.A.) and Barchlor of Science (B.S.), Finance and Political Science
University of Cambridge 2008 — 2008
(Study Abroad), Political Science
Bay City Capital August 2013 - Present
Wells Fargo Securities January 2010 - June 2013
Merrill Lynch February 2009 - August 2009
Citi October 2007 - December 2007
Skills
LBO, Investment Banking, Capital IQ, Alternative Investments, Investments, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Bloomberg, Private Equity, Due Diligence
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Arts (B.A.) and Barchlor of Science (B.S.), Finance and Political Science
University of Cambridge 2008 — 2008
(Study Abroad), Political Science
Sean Newsom, AWMA®'s Merrill Lynch Experience November 2008 - January 2012
Job Wealth Management Advisor, Investment Risk Management, Vellum Financial
Industry Financial Services
Experience
Vellum Financial 2013 - Present
Merrill Lynch November 2008 - January 2012
Charles Schwab March 2000 - July 2007
Skills
Alternative Investments, Series 7, Risk Management, Private Equity, Asset Management, Securities, Fixed Income, Financial Modeling, Mutual Funds, Wealth Management, Finance, Capital Markets, Hedge Funds, Investments, Investment Banking, Portfolio Management, Valuation, Series 63, Financial Analysis, Due Diligence, Strategic Planning, Financial Advisory, Investment Advisory, Banking, Equities, Investment Management, Retirement Planning, Bloomberg, Strategic Financial..., IRAs, Financial Services, Trading, Fixed Annuities, Asset Allocation, Strategy, Investment Strategies, ETFs, Venture Capital, Loans, Mergers & Acquisitions, Corporate Finance, Wealth Management..., Uniform Combined State..., Series 65, Small Business, Long Term Care Insurance, Separately Managed..., Mortgage Lending, Insurance, Brokerage
Education
University of California, Santa Barbara 1992 — 1997
BACHELOR OF ARTS, HISTORY
Clovis West High School 1988 — 1992
Vellum Financial 2013 - Present
Merrill Lynch November 2008 - January 2012
Charles Schwab March 2000 - July 2007
Skills
Alternative Investments, Series 7, Risk Management, Private Equity, Asset Management, Securities, Fixed Income, Financial Modeling, Mutual Funds, Wealth Management, Finance, Capital Markets, Hedge Funds, Investments, Investment Banking, Portfolio Management, Valuation, Series 63, Financial Analysis, Due Diligence, Strategic Planning, Financial Advisory, Investment Advisory, Banking, Equities, Investment Management, Retirement Planning, Bloomberg, Strategic Financial..., IRAs, Financial Services, Trading, Fixed Annuities, Asset Allocation, Strategy, Investment Strategies, ETFs, Venture Capital, Loans, Mergers & Acquisitions, Corporate Finance, Wealth Management..., Uniform Combined State..., Series 65, Small Business, Long Term Care Insurance, Separately Managed..., Mortgage Lending, Insurance, Brokerage
Education
University of California, Santa Barbara 1992 — 1997
BACHELOR OF ARTS, HISTORY
Clovis West High School 1988 — 1992
Audrey Mack Audrey Mack's Merrill Lynch Experience February 2007 - July 2007
Job Sr Technology Procurement Administrator
Industry Restaurants
Experience
Atkins October 2014 - Present
Bacardi Business Solutions April 2013 - September 2014
Bacardi May 2011 - April 2013
Burger King Corporation January 2010 - December 2010
Benihana Inc October 2007 - January 2010
Merrill Lynch February 2007 - July 2007
Costa Farms February 2006 - July 2007
Skills
Accounts Payable, Account Reconciliation, SAP, Journal Entries, Spreadsheets, Bank Reconciliation, Sarbanes-Oxley Act, Invoicing, Accounting, JD Edwards, Finance, Lotus Notes, Invoice Processing, Microsoft Word, Vlookup, Outlook, Microsoft Excel, Training, Microsoft Office, Purchasing, Time Management, Payments, Troubleshooting, General Ledger, Analysis, Financial Analysis
Education
University of Central Florida
Bachelor of Arts (B.A.)
University of Phoenix 2010 — 2011
Accounting and Business/Management
Coral Reef Senior High
Atkins October 2014 - Present
Bacardi Business Solutions April 2013 - September 2014
Bacardi May 2011 - April 2013
Burger King Corporation January 2010 - December 2010
Benihana Inc October 2007 - January 2010
Merrill Lynch February 2007 - July 2007
Costa Farms February 2006 - July 2007
Skills
Accounts Payable, Account Reconciliation, SAP, Journal Entries, Spreadsheets, Bank Reconciliation, Sarbanes-Oxley Act, Invoicing, Accounting, JD Edwards, Finance, Lotus Notes, Invoice Processing, Microsoft Word, Vlookup, Outlook, Microsoft Excel, Training, Microsoft Office, Purchasing, Time Management, Payments, Troubleshooting, General Ledger, Analysis, Financial Analysis
Education
University of Central Florida
Bachelor of Arts (B.A.)
University of Phoenix 2010 — 2011
Accounting and Business/Management
Coral Reef Senior High
Jonathan Lam Jonathan Lam's Merrill Lynch Experience October 1996 - May 1999
Job Director, Global Recruitment Operations
Industry Computer Networking
Experience
Qlik February 2015 - Present
Cisco Systems October 2008 - February 2015
Cisco Systems February 2006 - October 2008
Cisco Systems February 2003 - February 2006
Cisco Systems May 2000 - February 2003
Kayne Anderson Capital Advisors May 1999 - January 2000
Merrill Lynch October 1996 - May 1999
Skills
Strategic Planning, Global Operations, Sales Operations, Business Development, Business Reviews, Scenario Planning, Process Optimization, Resource Optimization, Analytics, Performance Metrics, Financial Metrics, Financial Planning &..., Financial Modeling, Revenue Forecasting, Acquisition Integration
Education
San Jose State University - Lucas Graduate School of Business 2001 — 2003
Master of Business Administration (MBA)
University of California, Santa Barbara 1991 — 1996
BA, Economics and Mathematics
Qlik February 2015 - Present
Cisco Systems October 2008 - February 2015
Cisco Systems February 2006 - October 2008
Cisco Systems February 2003 - February 2006
Cisco Systems May 2000 - February 2003
Kayne Anderson Capital Advisors May 1999 - January 2000
Merrill Lynch October 1996 - May 1999
Skills
Strategic Planning, Global Operations, Sales Operations, Business Development, Business Reviews, Scenario Planning, Process Optimization, Resource Optimization, Analytics, Performance Metrics, Financial Metrics, Financial Planning &..., Financial Modeling, Revenue Forecasting, Acquisition Integration
Education
San Jose State University - Lucas Graduate School of Business 2001 — 2003
Master of Business Administration (MBA)
University of California, Santa Barbara 1991 — 1996
BA, Economics and Mathematics
Dennis Campagnone's Merrill Lynch Experience 2004 - 2007
Job Sales at Miami Beach Jewelry
Industry Financial Services
Experience
Miami Beach Jewelry March 1994 - Present
24 Hour Fitness September 2008 - March 2009
Merrill Lynch 2004 - 2007
Skills
Sales, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Leadership, Marketing, Management, Event Planning
Education
University of Central Florida 2000 — 2004
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Miami Beach Jewelry March 1994 - Present
24 Hour Fitness September 2008 - March 2009
Merrill Lynch 2004 - 2007
Skills
Sales, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Leadership, Marketing, Management, Event Planning
Education
University of Central Florida 2000 — 2004
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Bahani Agalheir Bahani Agalheir's Merrill Lynch Experience May 2006 - January 2008
Job CEO of BIG DATA MAX
Industry Information Technology and Services
Experience
BIG DATA MAX September 2012 - Present
Southwest Funding September 2014 - Present
Bank of America January 2012 - September 2014
MetLife February 2008 - September 2011
Merrill Lynch May 2006 - January 2008
United Nations August 2004 - May 2006
Skills
Distributed Systems, International Sales, Sales Management, High-Impact Sales..., Start-ups, Foreign Languages, Databases, Data Warehousing, Data, Big Data
Education
University of Central Arkansas 2002 — 2003
MBA, Business Administration and Management
University of Central Arkansas 1998 — 2001
Bachelor of Business Administration (B.B.A.), Computer Information Systems
lycee lafontaine
BIG DATA MAX September 2012 - Present
Southwest Funding September 2014 - Present
Bank of America January 2012 - September 2014
MetLife February 2008 - September 2011
Merrill Lynch May 2006 - January 2008
United Nations August 2004 - May 2006
Skills
Distributed Systems, International Sales, Sales Management, High-Impact Sales..., Start-ups, Foreign Languages, Databases, Data Warehousing, Data, Big Data
Education
University of Central Arkansas 2002 — 2003
MBA, Business Administration and Management
University of Central Arkansas 1998 — 2001
Bachelor of Business Administration (B.B.A.), Computer Information Systems
lycee lafontaine
Randy Schulman Randy Schulman's Merrill Lynch Experience January 2014 - March 2014
Job Sr Mobile Software Engineer at Synchronoss.com
Industry Computer Software
Experience
Merrill Lynch January 2014 - March 2014
Citrix Systems April 2013 - October 2013
Nokia USA March 2012 - March 2013
Blue Cross/Blue Shield of Tennessee May 2011 - November 2011
GE Intelligent Platforms October 2010 - May 2011
ActionBent Recumbent Bicycles February 2003 - May 2011
T-Mobile USA July 2001 - January 2003
Canon Business Machines February 2001 - May 2001
SAGEM.com Corporation June 2000 - January 2001
SAFLINK Corporation December 1999 - June 2000
Skills
Software Development, .NET, Windows Modern Apps, XAML, C#, WPF, Silverlight, C++, C, Windows Phone Apps, Web Development, Web Applications, HTML 5, JavaScript, CSS, AJAX, jQuery, AngularJS, MySQL, Web Services, XML, Microsoft SQL Server, Testing, ASP.NET, Mobile Applications, HTML, WCF, SOA, REST
Education
Calif. State, Northridge 1982 — 1984
MS program in Computer Science, Not finished; Just stayed long enough to get my first coding job!
University of California, Santa Cruz 1972 — 1977
Bachelor's Degree, Biology/Biofeedback
Merrill Lynch January 2014 - March 2014
Citrix Systems April 2013 - October 2013
Nokia USA March 2012 - March 2013
Blue Cross/Blue Shield of Tennessee May 2011 - November 2011
GE Intelligent Platforms October 2010 - May 2011
ActionBent Recumbent Bicycles February 2003 - May 2011
T-Mobile USA July 2001 - January 2003
Canon Business Machines February 2001 - May 2001
SAGEM.com Corporation June 2000 - January 2001
SAFLINK Corporation December 1999 - June 2000
Skills
Software Development, .NET, Windows Modern Apps, XAML, C#, WPF, Silverlight, C++, C, Windows Phone Apps, Web Development, Web Applications, HTML 5, JavaScript, CSS, AJAX, jQuery, AngularJS, MySQL, Web Services, XML, Microsoft SQL Server, Testing, ASP.NET, Mobile Applications, HTML, WCF, SOA, REST
Education
Calif. State, Northridge 1982 — 1984
MS program in Computer Science, Not finished; Just stayed long enough to get my first coding job!
University of California, Santa Cruz 1972 — 1977
Bachelor's Degree, Biology/Biofeedback
Amy Mann's Merrill Lynch Experience November 2012 - April 2014
Job AVP, Investment Center Team Manager
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Merrill Edge April 2014 - Present
Merrill Lynch November 2012 - April 2014
Bank of America Merrill Lynch September 2011 - November 2012
Merrill Lynch March 2010 - September 2011
Skills
Investments, Leadership, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Risk Assessment, Customer Service, Microsoft Word, Typing, Series 63, Series 7, Analysis, Banking, Retirement Planning, Securities
Education
University of Central Florida 2004 — 2009
Bachelor of Science (BS), Forensic Science.
Merrill Edge August 2015 - Present
Merrill Edge April 2014 - Present
Merrill Lynch November 2012 - April 2014
Bank of America Merrill Lynch September 2011 - November 2012
Merrill Lynch March 2010 - September 2011
Skills
Investments, Leadership, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Risk Assessment, Customer Service, Microsoft Word, Typing, Series 63, Series 7, Analysis, Banking, Retirement Planning, Securities
Education
University of Central Florida 2004 — 2009
Bachelor of Science (BS), Forensic Science.
Charlene Rago's Merrill Lynch Experience January 2007 - November 2012
Job Entrepreneur Making a Living, Living!
Industry Financial Services
Experience
Pershing, a BNY Mellon company December 2012 - April 2013
Merrill Lynch January 2007 - November 2012
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Securities, FINRA, Asset Allocation, Mutual Funds, Retirement Planning
Education
University of Central Florida 2003 — 2005
Bachelor's degree, Finance
n/a
Pershing, a BNY Mellon company December 2012 - April 2013
Merrill Lynch January 2007 - November 2012
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Securities, FINRA, Asset Allocation, Mutual Funds, Retirement Planning
Education
University of Central Florida 2003 — 2005
Bachelor's degree, Finance
n/a
Pat Farley Pat Farley's Merrill Lynch Experience March 2001 - Present
Job Senior VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2001 - Present
Smith Barney September 1992 - March 2001
Skills
Wealth Management, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Alternative Investments
Education
University of California, Santa Barbara
Economics
Merrill Lynch March 2001 - Present
Smith Barney September 1992 - March 2001
Skills
Wealth Management, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Alternative Investments
Education
University of California, Santa Barbara
Economics
Paul Haston Paul Haston's Merrill Lynch Experience 1999 - 2002
Job Banker, Author and Screenplay Writer
Industry Banking
Experience
HSBC Bank Canada 2012 - Present
GE Capital 2008 - 2009
Barclays Bank 2007 - 2008
Westpac Institutional Bank 2003 - 2006
Morgan Stanley 2002 - 2003
Merrill Lynch 1999 - 2002
Education
Cambridge University
English Literature
HSBC Bank Canada 2012 - Present
GE Capital 2008 - 2009
Barclays Bank 2007 - 2008
Westpac Institutional Bank 2003 - 2006
Morgan Stanley 2002 - 2003
Merrill Lynch 1999 - 2002
Education
Cambridge University
English Literature
Sean Shasteen Sean Shasteen's Merrill Lynch Experience April 2005 - October 2005
Job System Engineer at The Fishin' Company
Industry Information Technology and Services
Experience
The Fishin' Company May 2015 - Present
Auxark Consulting July 2009 - Present
Kenexa July 2011 - December 2011
CompuCom November 2009 - July 2011
R&R Solutions August 2009 - November 2009
Cherokee Nation Industries March 2008 - June 2009
Rogers Wholesale October 2006 - March 2008
Kaiser Permanente October 2005 - October 2006
Merrill Lynch April 2005 - October 2005
MCSE Network Consultants October 2004 - April 2005
Skills
Data Center, Cisco Technologies, Windows Server, Virtualization, Servers, Solution Selling, Business Development, Networking, Network Design, CIO Advisory Services, Strategic Consulting, Building Relationships, Small Business..., VMware, WAN, Active Directory, Strategic Planning, VPN, Citrix, Project Coordination, Cabling, Disaster Recovery, Firewalls, SMB, Vendor Management, Hardware, Infrastructure, Routers, Scuba Diving, Sailing, Cisco, Network Security, IT Management, IT Infrastructure..., NetApp, Cisco UCS
Education
NorthWest Arkansas Community College 1993 — 2011
A.A.S., Computer Information, Computer Networking Option
University of Central Arkansas 1994 — 1995
Computer Science
The Fishin' Company May 2015 - Present
Auxark Consulting July 2009 - Present
Kenexa July 2011 - December 2011
CompuCom November 2009 - July 2011
R&R Solutions August 2009 - November 2009
Cherokee Nation Industries March 2008 - June 2009
Rogers Wholesale October 2006 - March 2008
Kaiser Permanente October 2005 - October 2006
Merrill Lynch April 2005 - October 2005
MCSE Network Consultants October 2004 - April 2005
Skills
Data Center, Cisco Technologies, Windows Server, Virtualization, Servers, Solution Selling, Business Development, Networking, Network Design, CIO Advisory Services, Strategic Consulting, Building Relationships, Small Business..., VMware, WAN, Active Directory, Strategic Planning, VPN, Citrix, Project Coordination, Cabling, Disaster Recovery, Firewalls, SMB, Vendor Management, Hardware, Infrastructure, Routers, Scuba Diving, Sailing, Cisco, Network Security, IT Management, IT Infrastructure..., NetApp, Cisco UCS
Education
NorthWest Arkansas Community College 1993 — 2011
A.A.S., Computer Information, Computer Networking Option
University of Central Arkansas 1994 — 1995
Computer Science
Derek J. Lewis II Derek J. Lewis II's Merrill Lynch Experience December 1997 - March 2002
Job Founder & CEO of Orassi Media Group
Industry Management Consulting
Experience
Orassi Media Group June 2014 - Present
National Medical Association Region V May 2014 - Present
Lewis Consulting November 2009 - Present
Arkansas Primary Care Clinic 2013 - 2014
Arkansas Primary Care Clinic 2013 - 2014
Clark Consulting June 2008 - November 2009
Charles Schwab March 2002 - January 2008
Merrill Lynch December 1997 - March 2002
Skills
Business Development, Strategic Planning, Management, Marketing, CRM, Investments, Team Building, Insurance, Healthcare, Small Business, Customer Service, Analysis, Entrepreneurship, Marketing Strategy, Project Management, Process Improvement, Negotiation, Leadership Development, Research, Accounting, Budget, New Business Development, Event Planning, Employee Benefits, Data Analysis, Event Management, Event Marketing Strategy, Social Media Marketing, Coordinating Events, Marketing Management, Marketing Communications, Conference Coordination, Conference Organization, Conference Design, Health Promotion, Healthcare Consulting, Non-profit..., Non-profit Consulting, Non-profit Program..., Business Planning, Fundraising, Business Strategy, Recruiting, Public Speaking, Management Consulting, Public Relations, Organizational..., Regulatory Submissions, IRB, ICH-GCP
Education
University of Phoenix 2004 — 2006
MBA, Business
University of Central Arkansas 1993 — 1997
BA, Finance
Orassi Media Group June 2014 - Present
National Medical Association Region V May 2014 - Present
Lewis Consulting November 2009 - Present
Arkansas Primary Care Clinic 2013 - 2014
Arkansas Primary Care Clinic 2013 - 2014
Clark Consulting June 2008 - November 2009
Charles Schwab March 2002 - January 2008
Merrill Lynch December 1997 - March 2002
Skills
Business Development, Strategic Planning, Management, Marketing, CRM, Investments, Team Building, Insurance, Healthcare, Small Business, Customer Service, Analysis, Entrepreneurship, Marketing Strategy, Project Management, Process Improvement, Negotiation, Leadership Development, Research, Accounting, Budget, New Business Development, Event Planning, Employee Benefits, Data Analysis, Event Management, Event Marketing Strategy, Social Media Marketing, Coordinating Events, Marketing Management, Marketing Communications, Conference Coordination, Conference Organization, Conference Design, Health Promotion, Healthcare Consulting, Non-profit..., Non-profit Consulting, Non-profit Program..., Business Planning, Fundraising, Business Strategy, Recruiting, Public Speaking, Management Consulting, Public Relations, Organizational..., Regulatory Submissions, IRB, ICH-GCP
Education
University of Phoenix 2004 — 2006
MBA, Business
University of Central Arkansas 1993 — 1997
BA, Finance
Jessica Luke Jessica Luke's Merrill Lynch Experience June 2010 - August 2010
Job Senior Advisory Associate at KPMG
Industry Financial Services
Experience
KPMG March 2015 - Present
KPMG September 2012 - Present
KPMG Advisory June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Word, Financial Risk, Management, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Analysis
Education
University of California, Santa Barbara 2008 — 2012
Bachelors, Business Economics and Accounting
KPMG March 2015 - Present
KPMG September 2012 - Present
KPMG Advisory June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Word, Financial Risk, Management, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Analysis
Education
University of California, Santa Barbara 2008 — 2012
Bachelors, Business Economics and Accounting
Judson Mock Judson Mock's Merrill Lynch Experience 2008 - Present
Job Financial Advisor, Vice President at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
UBS Wealth Management October 1998 - September 2008
Education
University of California, Santa Cruz
B.A., Politics
Merrill Lynch 2008 - Present
UBS Wealth Management October 1998 - September 2008
Education
University of California, Santa Cruz
B.A., Politics
Ade Odunsi Ade Odunsi's Merrill Lynch Experience 2006 - 2007
Job FX Risk Advisory at Citi
Industry Investment Management
Experience
Citi November 2014 - Present
Treesdale Partners July 2011 - November 2014
Barclays Capital January 2010 - January 2011
Barclays Capital 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
JP Morgan Chase 1997 - 2000
Royal Bank of Canada 1993 - 1997
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, FX Options, Options, Financial Structuring, Structured Finance, Investments, Commodity, Asset Management, ETFs, Mutual Funds, Currency, Portfolio Management
Education
University of Cambridge 1988 — 1991
MA, Economics
Citi November 2014 - Present
Treesdale Partners July 2011 - November 2014
Barclays Capital January 2010 - January 2011
Barclays Capital 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
JP Morgan Chase 1997 - 2000
Royal Bank of Canada 1993 - 1997
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, FX Options, Options, Financial Structuring, Structured Finance, Investments, Commodity, Asset Management, ETFs, Mutual Funds, Currency, Portfolio Management
Education
University of Cambridge 1988 — 1991
MA, Economics
Jane Curley Jane Curley's Merrill Lynch Experience 1999 - 2002
Job Bank of America
Industry Financial Services
Experience
Bank of America 2012 - Present
Bank of America 2008 - 2011
Belk School of Business, UNC Charlotte 2005 - 2005
Merrill Lynch 1999 - 2002
Deutsche Bank 1999 - 1999
Bankers Trust 1997 - 1999
Skills
Fixed Income, Equities, Interest Rate..., Interest Rate Swaps, FX Derivatives, Risk Management, Market Risk, Quantitative Risk, Model Validation, Model Development, Quantitative Models, Portfolio Risk, Equity Research, Quantitative Equity..., Index Arbitrage, Portfolio Optimization, Portfolio Management, Statistical Arbitrage, Quantitative Research, Quantitative Management, Excel, VBA, R, Matlab, C++, SQL, Fortran, Derivatives, Quantitative Analytics, Asset Management, Capital Markets, Hedge Funds, Investment Banking
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Statistics and Operations Research
UC Santa Cruz
BA, Economics
UNC Charlotte
MS, Mathematical Finance
Bank of America 2012 - Present
Bank of America 2008 - 2011
Belk School of Business, UNC Charlotte 2005 - 2005
Merrill Lynch 1999 - 2002
Deutsche Bank 1999 - 1999
Bankers Trust 1997 - 1999
Skills
Fixed Income, Equities, Interest Rate..., Interest Rate Swaps, FX Derivatives, Risk Management, Market Risk, Quantitative Risk, Model Validation, Model Development, Quantitative Models, Portfolio Risk, Equity Research, Quantitative Equity..., Index Arbitrage, Portfolio Optimization, Portfolio Management, Statistical Arbitrage, Quantitative Research, Quantitative Management, Excel, VBA, R, Matlab, C++, SQL, Fortran, Derivatives, Quantitative Analytics, Asset Management, Capital Markets, Hedge Funds, Investment Banking
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Statistics and Operations Research
UC Santa Cruz
BA, Economics
UNC Charlotte
MS, Mathematical Finance
Brian Lehman Brian Lehman's Merrill Lynch Experience 2005 - 2009
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Just Farmed January 2013 - Present
Morgan Stanley 2009 - January 2013
Merrill Lynch 2005 - 2009
UBS 2002 - 2005
UBS 1997 - 2000
Skills
Capital Markets, Equities, Investment Banking, Valuation, Financial Modeling, Fixed Income, Corporate Finance, Hedge Funds, Private Equity, Series 7, Equity Derivatives, Bloomberg, Alternative Investments, Due Diligence, Derivatives
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance, General
University of Cambridge 1995 — 1997
Master of Philosophy (MPhil), International Relations and Affairs
Villanova University 1991 — 1995
Bachelor's degree, International Business and Political Science
J.P. Morgan April 2013 - Present
Just Farmed January 2013 - Present
Morgan Stanley 2009 - January 2013
Merrill Lynch 2005 - 2009
UBS 2002 - 2005
UBS 1997 - 2000
Skills
Capital Markets, Equities, Investment Banking, Valuation, Financial Modeling, Fixed Income, Corporate Finance, Hedge Funds, Private Equity, Series 7, Equity Derivatives, Bloomberg, Alternative Investments, Due Diligence, Derivatives
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance, General
University of Cambridge 1995 — 1997
Master of Philosophy (MPhil), International Relations and Affairs
Villanova University 1991 — 1995
Bachelor's degree, International Business and Political Science
Kai Borer Kai Borer's Merrill Lynch Experience April 2014 - November 2014
Job Accounting Specialist at NALS Apartment Homes
Industry Accounting
Experience
NALS Apartment Homes February 2015 - Present
Wyatt Technology October 2014 - January 2015
Merrill Lynch April 2014 - November 2014
Dept. of Economics, U.C. Santa Barbara April 2014 - July 2014
California Economic Forecast May 2012 - March 2014
Special Olympics June 2013 - September 2013
Skills
Editing, Newsletters, Economics, Data Analysis, Equity Research, Market Analysis, Research, Econometrics, Stata, Financial Analysis, Eviews, Macroeconomics, Microeconomics, Microsoft Excel, Social Networking, Social Media
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science
NALS Apartment Homes February 2015 - Present
Wyatt Technology October 2014 - January 2015
Merrill Lynch April 2014 - November 2014
Dept. of Economics, U.C. Santa Barbara April 2014 - July 2014
California Economic Forecast May 2012 - March 2014
Special Olympics June 2013 - September 2013
Skills
Editing, Newsletters, Economics, Data Analysis, Equity Research, Market Analysis, Research, Econometrics, Stata, Financial Analysis, Eviews, Macroeconomics, Microeconomics, Microsoft Excel, Social Networking, Social Media
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science
Susan Kuo Susan Kuo's Merrill Lynch Experience April 2002 - July 2008
Job Arbonne Independent Consultant at Arbonne Independent Consultant
Industry Hospitality
Experience
Stay at home mom January 2011 - Present
Arbonne Independent Consultant June 2013 - December 2014
Red Mango, Inc. July 2008 - February 2011
Merrill Lynch April 2002 - July 2008
Deutsche Bank January 2000 - January 2002
Skills
Customer Service, Financial Analysis, Financial Modeling, Research, Microsoft Excel, Budgets, Strategic Planning, Management, PowerPoint, Forecasting, Microsoft Office, Leadership, Marketing Strategy, Market Research, Finance, Microsoft Word, Entrepreneurship, Business Planning, Strategy, Project Management, Start-ups, Business Development, Accounting
Education
University of California, Santa Barbara 1995 — 1999
Bachelor's degree, Economics
Stay at home mom January 2011 - Present
Arbonne Independent Consultant June 2013 - December 2014
Red Mango, Inc. July 2008 - February 2011
Merrill Lynch April 2002 - July 2008
Deutsche Bank January 2000 - January 2002
Skills
Customer Service, Financial Analysis, Financial Modeling, Research, Microsoft Excel, Budgets, Strategic Planning, Management, PowerPoint, Forecasting, Microsoft Office, Leadership, Marketing Strategy, Market Research, Finance, Microsoft Word, Entrepreneurship, Business Planning, Strategy, Project Management, Start-ups, Business Development, Accounting
Education
University of California, Santa Barbara 1995 — 1999
Bachelor's degree, Economics
Grant McLennan's Merrill Lynch Experience May 2001 - February 2003
Job Chief Operating Officer, Zurich Alternative Asset Management. at Zurich Insurance Company Ltd.
Industry Insurance
Experience
Zurich Insurance Company Ltd. July 2013 - Present
Zurich Insurance Company March 2003 - June 2013
Merrill Lynch May 2001 - February 2003
Merrill Lynch Derivative Products 1998 - 2001
Citi 1996 - 1998
KPMG Switzerland 1994 - 1996
KPMG UK 1991 - 1994
Skills
Financial Reporting, Insurance, Auditing, Investments, Risk Management, Finance, Financial Risk, Financial Modeling, Change Management, Portfolio Management, Valuation, Strategy, Business Strategy, Corporate Finance
Education
University of Cambridge 1987 — 1991
Doctor of Philosophy (PhD), Neurobiology and Neurosciences
University of St. Andrews 1983 — 1987
Master's degree, Psychology
Zurich Insurance Company Ltd. July 2013 - Present
Zurich Insurance Company March 2003 - June 2013
Merrill Lynch May 2001 - February 2003
Merrill Lynch Derivative Products 1998 - 2001
Citi 1996 - 1998
KPMG Switzerland 1994 - 1996
KPMG UK 1991 - 1994
Skills
Financial Reporting, Insurance, Auditing, Investments, Risk Management, Finance, Financial Risk, Financial Modeling, Change Management, Portfolio Management, Valuation, Strategy, Business Strategy, Corporate Finance
Education
University of Cambridge 1987 — 1991
Doctor of Philosophy (PhD), Neurobiology and Neurosciences
University of St. Andrews 1983 — 1987
Master's degree, Psychology
Max Schaps Max Schaps's Merrill Lynch Experience June 2012 - Present
Job Merrill Lynch Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
TimBer LLC - a single family office based in Denver, CO July 2007 - June 2012
Mokros & Associates CPAs June 2006 - July 2007
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts (BA), Business Economics
Merrill Lynch June 2012 - Present
TimBer LLC - a single family office based in Denver, CO July 2007 - June 2012
Mokros & Associates CPAs June 2006 - July 2007
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts (BA), Business Economics
Wern-Yuen Tan's Merrill Lynch Experience July 2000 - September 2000
Job Managing Director, McDonald's Taiwan
Industry Consumer Goods
Experience
McDonald's Corporation June 2013 - Present
McDonald's Corporation August 2011 - March 2013
The Boston Consulting Group February 2006 - July 2011
Ministry of Trade and Industry, Singapore September 2005 - March 2006
Singapore Police Force July 2001 - August 2005
Alchemy Partners February 2001 - April 2001
Merrill Lynch July 2000 - September 2000
Education
University of Cambridge 2000 — 2001
MPhil, Finance
University of Oxford 1997 — 2000
BA, Economics and Management
McDonald's Corporation June 2013 - Present
McDonald's Corporation August 2011 - March 2013
The Boston Consulting Group February 2006 - July 2011
Ministry of Trade and Industry, Singapore September 2005 - March 2006
Singapore Police Force July 2001 - August 2005
Alchemy Partners February 2001 - April 2001
Merrill Lynch July 2000 - September 2000
Education
University of Cambridge 2000 — 2001
MPhil, Finance
University of Oxford 1997 — 2000
BA, Economics and Management
Katie Pepperman's Merrill Lynch Experience November 2010 - July 2013
Job Graphic Designer
Industry Graphic Design
Experience
Fullscreen, Inc February 2015 - Present
Freelance Graphic Designer May 2014 - Present
Bovitz, Inc. May 2014 - August 2014
Bet Tzedek Legal Services November 2013 - May 2014
Thank Goodness It's Sofia July 2013 - November 2013
Merrill Lynch November 2010 - July 2013
Private Tutor September 2009 - June 2010
Melinda Ritz Interior June 2009 - September 2009
Skills
Event Planning, Series 7, Wealth Management, Uniform Combined State..., Financial Advisory, Retirement Planning, Marketing, Health Insurance, 401k, Photography, 401k Rollovers, 529 Plans, Certified Special Needs..., Adobe Creative Suite, Photoshop, Illustrator, InDesign, PowerPoint, Salesforce.com, Social Media
Education
University of California, Santa Barbara 2006 — 2010
BA, Art Studio and Art History
Milken Community High School 2002 — 2006
Fullscreen, Inc February 2015 - Present
Freelance Graphic Designer May 2014 - Present
Bovitz, Inc. May 2014 - August 2014
Bet Tzedek Legal Services November 2013 - May 2014
Thank Goodness It's Sofia July 2013 - November 2013
Merrill Lynch November 2010 - July 2013
Private Tutor September 2009 - June 2010
Melinda Ritz Interior June 2009 - September 2009
Skills
Event Planning, Series 7, Wealth Management, Uniform Combined State..., Financial Advisory, Retirement Planning, Marketing, Health Insurance, 401k, Photography, 401k Rollovers, 529 Plans, Certified Special Needs..., Adobe Creative Suite, Photoshop, Illustrator, InDesign, PowerPoint, Salesforce.com, Social Media
Education
University of California, Santa Barbara 2006 — 2010
BA, Art Studio and Art History
Milken Community High School 2002 — 2006
Bryson Macchione's Merrill Lynch Experience April 2011 - Present
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Backstage Transatlantic Management February 2007 - Present
Ingram Financial Group August 2008 - April 2011
DrewTina Development 2007 - 2008
AmSouth Bank/Amsouth Investment Services 2006 - 2006
Perrott Mather & Gilday 2004 - 2005
Empire Financial Group 2002 - 2003
Skills
Wealth Management, Financial Advisory, Investments, Alternative Investments, Strategic Financial..., Investment Strategies, Investment Advisory, Securities, Asset Allocation, Bonds, Investment Management, Asset Managment, 401k, 401k Rollovers, Asset Management, FINRA, Finance, Financial Analysis, Financial Services, Fixed Annuities, IRAs, Mutual Funds, Options, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 7, Wealth, Wealth Accumulation
Education
University of Central Florida 2000 — 2004
BSBA, Finance, Real Estate
Winter Haven High School 1996 — 2000
Merrill Lynch April 2011 - Present
Backstage Transatlantic Management February 2007 - Present
Ingram Financial Group August 2008 - April 2011
DrewTina Development 2007 - 2008
AmSouth Bank/Amsouth Investment Services 2006 - 2006
Perrott Mather & Gilday 2004 - 2005
Empire Financial Group 2002 - 2003
Skills
Wealth Management, Financial Advisory, Investments, Alternative Investments, Strategic Financial..., Investment Strategies, Investment Advisory, Securities, Asset Allocation, Bonds, Investment Management, Asset Managment, 401k, 401k Rollovers, Asset Management, FINRA, Finance, Financial Analysis, Financial Services, Fixed Annuities, IRAs, Mutual Funds, Options, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 7, Wealth, Wealth Accumulation
Education
University of Central Florida 2000 — 2004
BSBA, Finance, Real Estate
Winter Haven High School 1996 — 2000
Stephen McGARRY, SCRP Stephen McGARRY, SCRP's Merrill Lynch Experience 1991 - 1997
Job Director Global Mobility at WPP
Industry Human Resources
Experience
WPP January 2001 - Present
Worldwide ERC January 2009 - December 2011
Y&R Brands November 1997 - December 2000
Merrill Lynch 1991 - 1997
Prudential Relocation Services 1990 - 1991
Merrill Lynch Relocation 1987 - 1990
Skills
Deferred Compensation, Immigration Law, Relocation, Expatriate Management, Vendor Management, Policy, Employee Relations, HRIS, Performance Management, Employee Benefits, Global Mobility, Talent Management, Team Building, Account Management, Personnel Management, Corporate Relocation, Management, Human Resources, Employer Branding, Strategic Planning, Contract Negotiation, Organizational..., Employee Engagement, Strategy, Negotiation
Education
University of California, Santa Barbara 1983 — 1987
BA, Economics
WPP January 2001 - Present
Worldwide ERC January 2009 - December 2011
Y&R Brands November 1997 - December 2000
Merrill Lynch 1991 - 1997
Prudential Relocation Services 1990 - 1991
Merrill Lynch Relocation 1987 - 1990
Skills
Deferred Compensation, Immigration Law, Relocation, Expatriate Management, Vendor Management, Policy, Employee Relations, HRIS, Performance Management, Employee Benefits, Global Mobility, Talent Management, Team Building, Account Management, Personnel Management, Corporate Relocation, Management, Human Resources, Employer Branding, Strategic Planning, Contract Negotiation, Organizational..., Employee Engagement, Strategy, Negotiation
Education
University of California, Santa Barbara 1983 — 1987
BA, Economics
Heather Jeffries's Merrill Lynch Experience June 2014 - August 2014
Job Intern at Merrill Lynch
Industry
Experience
Merrill Lynch June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Soho House West Hollywood LLC June 2012 - August 2012
Skills
Word Processing, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Social Media, Time Management, Public Speaking, Event Planning, Microsoft Office, HTML, Customer Service, Social Networking
Education
University of California, Santa Cruz 2011 — 2015
Bachelor's degree, Business Management Economics
Merrill Lynch June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Soho House West Hollywood LLC June 2012 - August 2012
Skills
Word Processing, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Social Media, Time Management, Public Speaking, Event Planning, Microsoft Office, HTML, Customer Service, Social Networking
Education
University of California, Santa Cruz 2011 — 2015
Bachelor's degree, Business Management Economics
Sherry Paul, CFP®, CIMA®, CRPC®'s Merrill Lynch Experience June 1998 - November 2008
Job Wealth Advisor Senior Vice PresidentWealth Management Senior Portfolio Manager UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch June 1998 - November 2008
Education
Certified Financial Planner Board of Standards, Inc.
CFP® CERTIFIED FINANCIAL PLANNER™, Comprehensive Financial Planning
University of Pennsylvania - The Wharton School
CIMA®, Certified Investment Management Analyst
College for Financial Planning
CRPC® CHARTERED RETIREMENT PLANNING COUNSELOR SM, Comprehensive Retirement Planning
University of California, Santa Cruz
BA, Philosophy
UBS Financial Services November 2008 - Present
Merrill Lynch June 1998 - November 2008
Education
Certified Financial Planner Board of Standards, Inc.
CFP® CERTIFIED FINANCIAL PLANNER™, Comprehensive Financial Planning
University of Pennsylvania - The Wharton School
CIMA®, Certified Investment Management Analyst
College for Financial Planning
CRPC® CHARTERED RETIREMENT PLANNING COUNSELOR SM, Comprehensive Retirement Planning
University of California, Santa Cruz
BA, Philosophy
Curtis Carlton Buckley , M.B.A., CRPC, CSNA Curtis Carlton Buckley , M.B.A., CRPC, CSNA's Merrill Lynch Experience August 2007 - November 2013
Job Senior Vice President at Capital Guardian LLC
Industry Financial Services
Experience
Capital Guardian LLC November 2013 - Present
Merrill Lynch August 2007 - November 2013
UPS October 1991 - May 2008
Skills
Series 7, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, Series 63, Retirement, Finance, Financial Analysis
Education
University of Central Florida 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
University of Phoenix 2001 — 2003
Master of Business Administration (M.B.A.), Business/Managerial Economics
Capital Guardian LLC November 2013 - Present
Merrill Lynch August 2007 - November 2013
UPS October 1991 - May 2008
Skills
Series 7, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, Series 63, Retirement, Finance, Financial Analysis
Education
University of Central Florida 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
University of Phoenix 2001 — 2003
Master of Business Administration (M.B.A.), Business/Managerial Economics
Brian Ahern's Merrill Lynch Experience June 2012 - Present
Job CRPC®, Assistant Vice PresidentFinancial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney June 2010 - June 2012
Morgan Stanley June 2005 - June 2010
Midwest Bank & Trust 2001 - 2005
Lawrence/Bonfitto Trading Corp. 1996 - 2001
Kansas City Royals 1989 - 1995
Skills
Series 7, Investments, Portfolio Management, Equities, Mutual Funds, Financial Analysis, Financial Modeling, Wealth Management, Securities, Retirement Planning, Trading Strategies, Series 66, Series 10, Series 9, Series 31, Insurance Licensed
Education
University of Central Florida 1986 — 1990
Business Administration and Management, General
Homewood Flossmoor High School 1982 — 1986
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney June 2010 - June 2012
Morgan Stanley June 2005 - June 2010
Midwest Bank & Trust 2001 - 2005
Lawrence/Bonfitto Trading Corp. 1996 - 2001
Kansas City Royals 1989 - 1995
Skills
Series 7, Investments, Portfolio Management, Equities, Mutual Funds, Financial Analysis, Financial Modeling, Wealth Management, Securities, Retirement Planning, Trading Strategies, Series 66, Series 10, Series 9, Series 31, Insurance Licensed
Education
University of Central Florida 1986 — 1990
Business Administration and Management, General
Homewood Flossmoor High School 1982 — 1986
Olivia Janisch Olivia Janisch's Merrill Lynch Experience June 2006 - August 2006
Job
Industry Hospitality
Experience
Restoration Hardware May 2015 - Present
Udaya Entertainment September 2013 - Present
AllStride April 2013 - April 2014
Gardena High School 2013 - 2013
Restoration Hardware - Contract July 2011 - December 2011
First Investors Corporation September 2009 - September 2010
Convergence of Global Innovators January 2008 - April 2008
Ocean Magazine September 2007 - December 2007
Zing PR June 2007 - December 2007
Merrill Lynch June 2006 - August 2006
Skills
Website Development, Sales Management, Project Execution, Project Management, Social Media, Health Education, Nutritional Counseling, Wellness Coaching, Entrepreneurship, Fitness Consulting, Social Networking, Blogging, Facebook, Training, Advertising, Management, Customer Service, Sales
Education
University of California, Santa Barbara 2005 — 2009
Bachelors, Communication
Institute for Integrative Nutrition
Restoration Hardware May 2015 - Present
Udaya Entertainment September 2013 - Present
AllStride April 2013 - April 2014
Gardena High School 2013 - 2013
Restoration Hardware - Contract July 2011 - December 2011
First Investors Corporation September 2009 - September 2010
Convergence of Global Innovators January 2008 - April 2008
Ocean Magazine September 2007 - December 2007
Zing PR June 2007 - December 2007
Merrill Lynch June 2006 - August 2006
Skills
Website Development, Sales Management, Project Execution, Project Management, Social Media, Health Education, Nutritional Counseling, Wellness Coaching, Entrepreneurship, Fitness Consulting, Social Networking, Blogging, Facebook, Training, Advertising, Management, Customer Service, Sales
Education
University of California, Santa Barbara 2005 — 2009
Bachelors, Communication
Institute for Integrative Nutrition
Matthew Kopjak Matthew Kopjak's Merrill Lynch Experience January 2006 - July 2006
Job Director of Business Development at ZipRecruiter
Industry Internet
Experience
ZipRecruiter January 2015 - Present
Glassdoor August 2013 - December 2014
Glassdoor March 2013 - August 2013
Glassdoor.com October 2011 - March 2013
FindTheBest August 2010 - October 2011
FindTheBest October 2009 - August 2010
E/W Capital Group June 2008 - June 2009
Merrill Lynch January 2006 - July 2006
The Ritz-Carlton Hotel Company LLC June 2005 - August 2005
Montage Hotels & Resorts May 2004 - June 2005
Skills
SEM, Lead Generation, SEO, Salesforce.com, Google Analytics, Google Adwords, Strategy, Microsoft Word, PowerPoint, SaaS, Cold Calling, Start-ups, Market Research, Social Media, Microsoft Excel, Advertising, Facebook, PPC, Sales, Business Development, Cost Per Acquisition, Raven Tools, SEOmoz, Applicant Tracking..., Adsense, CRM, Entrepreneurship, Proactive self-starter, Ad Exchanges, Strategic Partnerships, Social Media Marketing, B2B, Integrated Marketing, Affiliate Marketing, Go-to-market Strategy, User Generated Content, Content Acquisitions
Education
University of California, Santa Barbara 2007 — 2009
Business Economics w/ Accounting, Accounting
ZipRecruiter January 2015 - Present
Glassdoor August 2013 - December 2014
Glassdoor March 2013 - August 2013
Glassdoor.com October 2011 - March 2013
FindTheBest August 2010 - October 2011
FindTheBest October 2009 - August 2010
E/W Capital Group June 2008 - June 2009
Merrill Lynch January 2006 - July 2006
The Ritz-Carlton Hotel Company LLC June 2005 - August 2005
Montage Hotels & Resorts May 2004 - June 2005
Skills
SEM, Lead Generation, SEO, Salesforce.com, Google Analytics, Google Adwords, Strategy, Microsoft Word, PowerPoint, SaaS, Cold Calling, Start-ups, Market Research, Social Media, Microsoft Excel, Advertising, Facebook, PPC, Sales, Business Development, Cost Per Acquisition, Raven Tools, SEOmoz, Applicant Tracking..., Adsense, CRM, Entrepreneurship, Proactive self-starter, Ad Exchanges, Strategic Partnerships, Social Media Marketing, B2B, Integrated Marketing, Affiliate Marketing, Go-to-market Strategy, User Generated Content, Content Acquisitions
Education
University of California, Santa Barbara 2007 — 2009
Business Economics w/ Accounting, Accounting
Michael Santomassimo's Merrill Lynch Experience March 2008 - May 2009
Job Experienced Sales Management
Industry Financial Services
Experience
Merrill Lynch March 2008 - May 2009
Evest Lending/American Bank Mortgage Group June 2006 - February 2008
Aegis Lending July 2005 - February 2006
Aegis Lending November 2002 - July 2005
Aegis Lending October 2001 - November 2002
Aegis Lending December 2000 - September 2001
US Navy September 1989 - April 1993
Education
University of Central Florida 1995 — 1997
BA, Political Science
Merrill Lynch March 2008 - May 2009
Evest Lending/American Bank Mortgage Group June 2006 - February 2008
Aegis Lending July 2005 - February 2006
Aegis Lending November 2002 - July 2005
Aegis Lending October 2001 - November 2002
Aegis Lending December 2000 - September 2001
US Navy September 1989 - April 1993
Education
University of Central Florida 1995 — 1997
BA, Political Science
Brooks Klassen Brooks Klassen's Merrill Lynch Experience April 2007 - February 2008
Job Analyst at Paragon Management Company
Industry Real Estate
Experience
Paragon July 2010 - March 2012
University of San Diego August 2009 - September 2010
MDA August 2008 - August 2009
Merrill Lynch April 2007 - February 2008
DeBernardo Real Estate July 2006 - February 2007
Cypress Point Golf Club January 2000 - January 2006
Skills
Excel, Market Analysis, Golf
Education
University of San Diego 2009 — 2010
MSRE, Real Estate
University of California, Santa Cruz 2002 — 2006
Paragon July 2010 - March 2012
University of San Diego August 2009 - September 2010
MDA August 2008 - August 2009
Merrill Lynch April 2007 - February 2008
DeBernardo Real Estate July 2006 - February 2007
Cypress Point Golf Club January 2000 - January 2006
Skills
Excel, Market Analysis, Golf
Education
University of San Diego 2009 — 2010
MSRE, Real Estate
University of California, Santa Cruz 2002 — 2006
Jonathan Arnold Jonathan Arnold's Merrill Lynch Experience November 1999 - September 2010
Job Managing Director at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities September 2010 - Present
Merrill Lynch November 1999 - September 2010
Santander Investment 1997 - 1999
J.P. Morgan 1996 - 1997
J.P. Morgan 1994 - 1996
S.G. Warburg Securities 1991 - 1994
Skills
Equities, Emerging Markets, Power Utilities, Electricity, Research
Education
University of Cambridge 1988 — 1991
Bachelor of Arts (B.A.), Modern Languages and History of Art, II.i
Deutsche Bank Securities September 2010 - Present
Merrill Lynch November 1999 - September 2010
Santander Investment 1997 - 1999
J.P. Morgan 1996 - 1997
J.P. Morgan 1994 - 1996
S.G. Warburg Securities 1991 - 1994
Skills
Equities, Emerging Markets, Power Utilities, Electricity, Research
Education
University of Cambridge 1988 — 1991
Bachelor of Arts (B.A.), Modern Languages and History of Art, II.i
Chad Bridgers Chad Bridgers's Merrill Lynch Experience October 1993 - May 2001
Job Sr Loan Officer at Highlands Residential Mortgage, Ltd.
Industry Financial Services
Experience
Highlands Residential Mortgage, Ltd. October 2014 - Present
Wilbanks Securities, d.b.a. Bridgers Financial August 2004 - Present
First Mortgage Corporation August 2012 - September 2014
Magna Bank May 2008 - August 2011
Professional Lending Group August 2004 - April 2008
A.G. Edwards June 2001 - August 2004
Merrill Lynch October 1993 - May 2001
Education
University of Central Arkansas 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Highlands Residential Mortgage, Ltd. October 2014 - Present
Wilbanks Securities, d.b.a. Bridgers Financial August 2004 - Present
First Mortgage Corporation August 2012 - September 2014
Magna Bank May 2008 - August 2011
Professional Lending Group August 2004 - April 2008
A.G. Edwards June 2001 - August 2004
Merrill Lynch October 1993 - May 2001
Education
University of Central Arkansas 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Andre Garbo Andre Garbo's Merrill Lynch Experience September 2010 - March 2011
Job Sr. Credit Analyst Middle Market Comerica Bank
Industry Banking
Experience
Comerica Bank February 2012 - November 2014
RebuildUS July 2011 - February 2012
ADAM - Application Development & Management April 2011 - February 2012
Merrill Lynch September 2010 - March 2011
Oleg Products Inc September 2009 - February 2011
APA Talent & Literary Agency January 2009 - August 2009
Office of the Governor of California September 2007 - December 2007
Skills
Outlook, Excel, MS Word, PowerPoint, Real Estate, Analysis, Microsoft Office, Photoshop, Underwriting, Real Estate Finance, Financial Analysis, Mobile application..., Online Marketing, Social Media Marketing, Email Marketing, Mobile Marketing, Mobile Technology, Accounting, Highly Levered..., Leveraged Buyouts, Dividend/Distribution..., Commercial Real Estate..., Real Estate Economics, Banking
Education
University of California Los Angeles Extension 2011 — 2012
Technical Certificate, Real Estate Finance
University of California, Santa Cruz 2004 — 2008
BA, Economics, Legal Studies
Comerica Bank February 2012 - November 2014
RebuildUS July 2011 - February 2012
ADAM - Application Development & Management April 2011 - February 2012
Merrill Lynch September 2010 - March 2011
Oleg Products Inc September 2009 - February 2011
APA Talent & Literary Agency January 2009 - August 2009
Office of the Governor of California September 2007 - December 2007
Skills
Outlook, Excel, MS Word, PowerPoint, Real Estate, Analysis, Microsoft Office, Photoshop, Underwriting, Real Estate Finance, Financial Analysis, Mobile application..., Online Marketing, Social Media Marketing, Email Marketing, Mobile Marketing, Mobile Technology, Accounting, Highly Levered..., Leveraged Buyouts, Dividend/Distribution..., Commercial Real Estate..., Real Estate Economics, Banking
Education
University of California Los Angeles Extension 2011 — 2012
Technical Certificate, Real Estate Finance
University of California, Santa Cruz 2004 — 2008
BA, Economics, Legal Studies
David Guzinski's Merrill Lynch Experience August 2007 - January 2008
Job ECM Training Manager at Fiserv
Industry Financial Services
Experience
Fiserv March 2011 - Present
United Way 2009 - Present
Peak Performance Consulting January 2007 - Present
ASTD-Central Florida Chapter 2007 - Present
Peak Performance Consulting October 2010 - March 2011
Merrill Lynch August 2007 - January 2008
Merrill Lynch February 2007 - January 2008
Fidelity National Information Services March 2003 - February 2007
Fiserv 1997 - 2003
Fiserv CBS Worldwide 1997 - 2003
Skills
Process Improvement, Management, Program Management, Project Management, Training, Leadership, Budgets, Team Building, Employee Training, Integration, Management Consulting, Talent Management, Banking, Customer Service, SDLC, Business Analysis, Change Management, Strategic Planning, Software Documentation, CRM, Vendor Management, Consulting, Public Speaking, Business Process..., Executive Management, Risk Management, Product Development, Strategy, Performance Management, Coaching, Organizational..., Leadership Development, Team Leadership
Education
University of Central Florida 1978 — 1981
Fiserv March 2011 - Present
United Way 2009 - Present
Peak Performance Consulting January 2007 - Present
ASTD-Central Florida Chapter 2007 - Present
Peak Performance Consulting October 2010 - March 2011
Merrill Lynch August 2007 - January 2008
Merrill Lynch February 2007 - January 2008
Fidelity National Information Services March 2003 - February 2007
Fiserv 1997 - 2003
Fiserv CBS Worldwide 1997 - 2003
Skills
Process Improvement, Management, Program Management, Project Management, Training, Leadership, Budgets, Team Building, Employee Training, Integration, Management Consulting, Talent Management, Banking, Customer Service, SDLC, Business Analysis, Change Management, Strategic Planning, Software Documentation, CRM, Vendor Management, Consulting, Public Speaking, Business Process..., Executive Management, Risk Management, Product Development, Strategy, Performance Management, Coaching, Organizational..., Leadership Development, Team Leadership
Education
University of Central Florida 1978 — 1981
Rachel Denis's Merrill Lynch Experience 2009 - 2010
Job Financial Professional
Industry Financial Services
Experience
Consultant 2011 - Present
Edward Jones 2012 - 2013
Fidelity Investments 2010 - 2011
Merrill Lynch 2009 - 2010
Skills
Retirement Planning, Account Management, Retirement Plan..., Qualified Retirement..., Retirement Savings, Employee Benefits, Customer Retention, Customer Insight, Business Development, Research, Product Marketing, Event Planning, 401k, Retirement, Defined Benefit, Client Relations, CRM Databases, Salesforce.com, Microsoft Office, Macintosh Applications, Social Media Marketing
Education
University of Central Florida
Bachelor of Arts (B.A.), Political Science and Government
Consultant 2011 - Present
Edward Jones 2012 - 2013
Fidelity Investments 2010 - 2011
Merrill Lynch 2009 - 2010
Skills
Retirement Planning, Account Management, Retirement Plan..., Qualified Retirement..., Retirement Savings, Employee Benefits, Customer Retention, Customer Insight, Business Development, Research, Product Marketing, Event Planning, 401k, Retirement, Defined Benefit, Client Relations, CRM Databases, Salesforce.com, Microsoft Office, Macintosh Applications, Social Media Marketing
Education
University of Central Florida
Bachelor of Arts (B.A.), Political Science and Government
Peter Vrouvas Peter Vrouvas's Merrill Lynch Experience June 2011 - September 2011
Job Website Sales and Production
Industry Internet
Experience
MyCase September 2015 - Present
MyCase March 2014 - August 2015
High Tech CEO Advisor May 2013 - February 2014
High Tech CEO Advisor June 2012 - May 2013
High Tech CEO Advisor February 2012 - June 2012
Merrill Lynch June 2011 - September 2011
FindTheBest June 2010 - January 2011
Oniracom September 2009 - December 2009
Skills
Market Research, Marketing, Social Networking, Social Media Marketing, Sales, Web Production, Entrepreneurship, Product Development, Business Development, Microsoft Excel, Salesforce.com, Research
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Business/Economics, Environmental Studies
MyCase September 2015 - Present
MyCase March 2014 - August 2015
High Tech CEO Advisor May 2013 - February 2014
High Tech CEO Advisor June 2012 - May 2013
High Tech CEO Advisor February 2012 - June 2012
Merrill Lynch June 2011 - September 2011
FindTheBest June 2010 - January 2011
Oniracom September 2009 - December 2009
Skills
Market Research, Marketing, Social Networking, Social Media Marketing, Sales, Web Production, Entrepreneurship, Product Development, Business Development, Microsoft Excel, Salesforce.com, Research
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Business/Economics, Environmental Studies
Frank Filippis's Merrill Lynch Experience August 1999 - August 2005
Job Head of Advisor Facing Solutions
Industry Financial Services
Experience
Major Broker Dealer September 2013 - Present
Bank of America January 2010 - September 2013
Cutter Associates May 2006 - January 2010
Investrics Inc. May 2005 - January 2010
Merrill Lynch August 1999 - August 2005
Bankers Trust Company May 1996 - August 1999
Lehman Brothers 1987 - 1996
Skills
Business, Team Building, Organizational..., Strategic Vision, Financial Services, Mergers, Outsourcing, Mergers & Acquisitions, Portfolio Management, Business Process..., IT Strategy, Executive Management, Capital Markets, Fixed Income, Program Management, SDLC, Derivatives, Investment Management, Leadership, Back Office, Management, Business Analysis, Management Consulting, Trading Systems, Investments, Vendor Management, Equities, Hedge Funds, Risk Management, Asset Management, Trading, Financial Modeling, Electronic Trading, Securities, Investment Banking, Financial Markets, Market Risk, Options, Enterprise Architecture, Alternative Investments, Mutual Funds, Wealth Management, Strategy, Banking, Finance, Financial Risk, Information Technology, Integration, Financial Analysis, Relationship Management
Education
University of Central Florida 1982 — 1985
B.S.
Saint John's University 1981 — 1982
Major Broker Dealer September 2013 - Present
Bank of America January 2010 - September 2013
Cutter Associates May 2006 - January 2010
Investrics Inc. May 2005 - January 2010
Merrill Lynch August 1999 - August 2005
Bankers Trust Company May 1996 - August 1999
Lehman Brothers 1987 - 1996
Skills
Business, Team Building, Organizational..., Strategic Vision, Financial Services, Mergers, Outsourcing, Mergers & Acquisitions, Portfolio Management, Business Process..., IT Strategy, Executive Management, Capital Markets, Fixed Income, Program Management, SDLC, Derivatives, Investment Management, Leadership, Back Office, Management, Business Analysis, Management Consulting, Trading Systems, Investments, Vendor Management, Equities, Hedge Funds, Risk Management, Asset Management, Trading, Financial Modeling, Electronic Trading, Securities, Investment Banking, Financial Markets, Market Risk, Options, Enterprise Architecture, Alternative Investments, Mutual Funds, Wealth Management, Strategy, Banking, Finance, Financial Risk, Information Technology, Integration, Financial Analysis, Relationship Management
Education
University of Central Florida 1982 — 1985
B.S.
Saint John's University 1981 — 1982
Pam McComas CFP®'s Merrill Lynch Experience January 1976 - October 1984
Job Managing Director/Branch Manager at Raymond James Financial, Inc.
Industry Investment Management
Experience
UBS Wealth Management August 2010 - September 2014
Morgan Stanley June 2009 - August 2010
Smith Barney September 2000 - May 2009
Merrill Lynch January 1976 - October 1984
Skills
Hedge Funds, Strategic Financial..., Finance, Retirement Planning, Portfolio Management, Investments, Financial Planning, Asset Allocation, Series 63, Securities, Management, Wealth Management, Financial Services, Financial Advisory, Risk Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of California, Santa Barbara 1982 — 1986
UBS Wealth Management August 2010 - September 2014
Morgan Stanley June 2009 - August 2010
Smith Barney September 2000 - May 2009
Merrill Lynch January 1976 - October 1984
Skills
Hedge Funds, Strategic Financial..., Finance, Retirement Planning, Portfolio Management, Investments, Financial Planning, Asset Allocation, Series 63, Securities, Management, Wealth Management, Financial Services, Financial Advisory, Risk Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of California, Santa Barbara 1982 — 1986
Scott Peppard's Merrill Lynch Experience October 2000 - May 2005
Job Independent Wholesaler
Industry Financial Services
Experience
Canard Capital April 2013 - Present
NAVCAP June 2010 - Present
Princeton Book Coaching November 2005 - Present
Fixed Income Securities July 2007 - June 2010
Claymore May 2005 - July 2007
Merrill Lynch October 2000 - May 2005
Compañía Sud Americana de Vapores (CSAV) June 1999 - October 2000
Canadian Pacific Ships Ltd October 1997 - June 1999
CSX Corporation June 1987 - October 1997
Skills
Public Speaking, ETFs, Management, Marketing, Time Management, Alternative Investments, Strategic Planning, Customer Service, Mutual Funds, Wrote the book on..., Financial Advisory, Bonds, Investments, Financial Services
Education
University of California, Santa Barbara 1983 — 1987
Bachelor’s Degree, Business Economics, 2.0
Santa Barbara High School 1980 — 1983
Canard Capital April 2013 - Present
NAVCAP June 2010 - Present
Princeton Book Coaching November 2005 - Present
Fixed Income Securities July 2007 - June 2010
Claymore May 2005 - July 2007
Merrill Lynch October 2000 - May 2005
Compañía Sud Americana de Vapores (CSAV) June 1999 - October 2000
Canadian Pacific Ships Ltd October 1997 - June 1999
CSX Corporation June 1987 - October 1997
Skills
Public Speaking, ETFs, Management, Marketing, Time Management, Alternative Investments, Strategic Planning, Customer Service, Mutual Funds, Wrote the book on..., Financial Advisory, Bonds, Investments, Financial Services
Education
University of California, Santa Barbara 1983 — 1987
Bachelor’s Degree, Business Economics, 2.0
Santa Barbara High School 1980 — 1983
David A. Rea, J.D., CFP®, AWMA® David A. Rea, J.D., CFP®, AWMA®'s Merrill Lynch Experience June 2012 - May 2014
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Merrill Lynch June 2012 - May 2014
Huron Consulting December 2011 - June 2012
Porter, Schwartz & Stafford, P.A. May 2011 - January 2012
Huron Consulting October 2010 - May 2011
Wake Forest University May 2008 - May 2010
Federal Public Defender March 2010 - April 2010
National Labor Relations Board January 2010 - April 2010
Office of The State Attorney, 4th Judicial Circuit, Florida May 2009 - July 2009
Honorable Chester C. Davis, District Court, Forsyth County June 2008 - August 2008
Skills
Portfolio Management, Retirement Planning, Risk Management, Estate Planning, Finance, Financial Analysis, Relationship Management, Financial Planning, Investment Advisory, Investment Strategies, Sales, Business Development, Strategic Planning, Team Building, Team Leadership, Cash Flow, Executive Compensation..., Employee Stock Options, Financial Risk..., Microsoft Office, Research, Presentations, Multi-generational..., Investment Portfolio, Portfolio Performance..., Written Communication, Persuasive Speaker, Persuasive Writing, Succession Planning, Employee Benefits, Charitable Giving, Trusts, Consultative Selling, Executive Presentation..., Coaching, Client Relations, Client Development, Time Management, Stress Analysis, Strategic Partnerships, Business Partner Support, Positioning, Behavioral Finance, Securities, Options Strategies, Social Security, Medicare, MoneyGuidePro, NaviPlan, PowerPoint
Education
Wake Forest University School of Law 2007 — 2010
Juris Doctor (J.D.)
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.)
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.)
UBS May 2014 - Present
Merrill Lynch June 2012 - May 2014
Huron Consulting December 2011 - June 2012
Porter, Schwartz & Stafford, P.A. May 2011 - January 2012
Huron Consulting October 2010 - May 2011
Wake Forest University May 2008 - May 2010
Federal Public Defender March 2010 - April 2010
National Labor Relations Board January 2010 - April 2010
Office of The State Attorney, 4th Judicial Circuit, Florida May 2009 - July 2009
Honorable Chester C. Davis, District Court, Forsyth County June 2008 - August 2008
Skills
Portfolio Management, Retirement Planning, Risk Management, Estate Planning, Finance, Financial Analysis, Relationship Management, Financial Planning, Investment Advisory, Investment Strategies, Sales, Business Development, Strategic Planning, Team Building, Team Leadership, Cash Flow, Executive Compensation..., Employee Stock Options, Financial Risk..., Microsoft Office, Research, Presentations, Multi-generational..., Investment Portfolio, Portfolio Performance..., Written Communication, Persuasive Speaker, Persuasive Writing, Succession Planning, Employee Benefits, Charitable Giving, Trusts, Consultative Selling, Executive Presentation..., Coaching, Client Relations, Client Development, Time Management, Stress Analysis, Strategic Partnerships, Business Partner Support, Positioning, Behavioral Finance, Securities, Options Strategies, Social Security, Medicare, MoneyGuidePro, NaviPlan, PowerPoint
Education
Wake Forest University School of Law 2007 — 2010
Juris Doctor (J.D.)
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.)
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.)
Ben Diersing Ben Diersing's Merrill Lynch Experience June 2004 - May 2006
Job Pricing Manager at Pontoon Solutions
Industry Outsourcing/Offshoring
Experience
Pontoon Solutions April 2015 - Present
Convergys May 2006 - April 2015
Merrill Lynch June 2004 - May 2006
Merrill Lynch July 2003 - June 2004
Skills
Pricing, Pricing Strategy, Contract Pricing, Financial Modeling, Scenario Analysis, Foreign Exchange, Financial Analysis, Corporate Finance, Problem Solving, Relationship Management, Business Strategy, Negotiation, BPO, B2B, Outsourcing, Offshoring, RFP, Project Management, Microsoft Excel, Call Centers, Forecasting, Business Process...
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Business Administration (MBA)
University of Central Florida 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Pontoon Solutions April 2015 - Present
Convergys May 2006 - April 2015
Merrill Lynch June 2004 - May 2006
Merrill Lynch July 2003 - June 2004
Skills
Pricing, Pricing Strategy, Contract Pricing, Financial Modeling, Scenario Analysis, Foreign Exchange, Financial Analysis, Corporate Finance, Problem Solving, Relationship Management, Business Strategy, Negotiation, BPO, B2B, Outsourcing, Offshoring, RFP, Project Management, Microsoft Excel, Call Centers, Forecasting, Business Process...
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Business Administration (MBA)
University of Central Florida 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
michael Mike Donlon michael Mike Donlon's Merrill Lynch Experience September 1986 - September 1990
Job Owner, donlon futures
Industry Oil & Energy
Experience
donlon futures September 2000 - Present
donlon futures November 1983 - Present
Merrill Lynch September 1986 - September 1990
Skills
Petroleum, Trading, Options, Commodity, Energy, Risk Management, Hedging, Commodity Markets, Financial Modeling, Trading Systems, Derivatives, Natural Gas, Technical Analysis, THE BEST OIL FUTURES..., I have over 30ty years..., All of the list below, I am a ten
Education
University of Cambridge 1980 — 1984
donlon futures September 2000 - Present
donlon futures November 1983 - Present
Merrill Lynch September 1986 - September 1990
Skills
Petroleum, Trading, Options, Commodity, Energy, Risk Management, Hedging, Commodity Markets, Financial Modeling, Trading Systems, Derivatives, Natural Gas, Technical Analysis, THE BEST OIL FUTURES..., I have over 30ty years..., All of the list below, I am a ten
Education
University of Cambridge 1980 — 1984
Andy Sontag's Merrill Lynch Experience August 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Skills
Series 7, Asset Management, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Securities, 401k Rollovers, Investments, IRAs, Microsoft Office, ETFs, Bonds, Saving for Education, 401k, Uniform Combined State..., Insurance, Mutual Funds, Alternative Investments, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 63
Education
University of Mississippi
University of Canterbury
Merrill Lynch August 2007 - Present
Skills
Series 7, Asset Management, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Securities, 401k Rollovers, Investments, IRAs, Microsoft Office, ETFs, Bonds, Saving for Education, 401k, Uniform Combined State..., Insurance, Mutual Funds, Alternative Investments, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 63
Education
University of Mississippi
University of Canterbury
Omer Levy's Merrill Lynch Experience June 2012 - September 2012
Job Management Consultant at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC August 2014 - July 2015
Gesher Group April 2013 - June 2014
Deloitte June 2013 - August 2013
Merrill Lynch June 2012 - September 2012
Marks & Devine CPAs July 2011 - August 2012
StandWithUs June 2011 - August 2011
Skills
Leadership, Microsoft Office, Finance, Microsoft Excel, Entrepreneurship, Research, Economics, Financial Analysis, Community Outreach, Management Consulting, PowerPoint, Process Improvement, Benchmarking, Competitive Analysis, Data Analysis
Education
University of California, Santa Cruz 2010 — 2014
Bachelor's Degree, Business Management Economics
PwC July 2015 - Present
PwC August 2014 - July 2015
Gesher Group April 2013 - June 2014
Deloitte June 2013 - August 2013
Merrill Lynch June 2012 - September 2012
Marks & Devine CPAs July 2011 - August 2012
StandWithUs June 2011 - August 2011
Skills
Leadership, Microsoft Office, Finance, Microsoft Excel, Entrepreneurship, Research, Economics, Financial Analysis, Community Outreach, Management Consulting, PowerPoint, Process Improvement, Benchmarking, Competitive Analysis, Data Analysis
Education
University of California, Santa Cruz 2010 — 2014
Bachelor's Degree, Business Management Economics
Shannon Malkin Daniels's Merrill Lynch Experience June 2000 - May 2003
Job Author of Water Yourself / Owner, Health & Life Coach at Water Yourself, LLC
Industry Health, Wellness and Fitness
Experience
Water Yourself, LLC June 2013 - Present
Iona College August 2014 - Present
Norwalk Hospital March 2012 - June 2014
Access Medicare May 2011 - March 2012
MetroPlus Health Plan November 2009 - May 2011
Universal American May 2003 - November 2009
Merrill Lynch June 2000 - May 2003
Skills
Account Management, Advertising, Budgets, Business Process, CRM, Community Outreach, Competitive Analysis, Creative Direction, Cross-functional Team..., Customer Satisfaction, Customer Service, Editing, Employee Benefits, Forecasting, HIPAA, Health Insurance, Healthcare, Insurance, Lead Generation, Leadership, Managed Care, Management, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Medicare, Mergers, New Business Development, Product Development, Product Management, Program Management, Project Management, Project Planning, Proposal Writing, Public Speaking, Recruiting, Sales, Sales Management, Sales Operations, Strategic Planning, Strategy, Team Building, Time Management, Training, Coaching, Process Improvement, Leadership Development, Business Development, Public Relations
Education
Institute for Integrative Nutrition (IIN) 2013 — 2013
Health Coach Certification, Health and Nutrition
University of Central Florida 2004 — 2007
Master of Arts, Interpersonal Communication
University of Central Florida 1998 — 2003
Liberal Studies, Marketing, Communication, Writing
Iona
Water Yourself, LLC June 2013 - Present
Iona College August 2014 - Present
Norwalk Hospital March 2012 - June 2014
Access Medicare May 2011 - March 2012
MetroPlus Health Plan November 2009 - May 2011
Universal American May 2003 - November 2009
Merrill Lynch June 2000 - May 2003
Skills
Account Management, Advertising, Budgets, Business Process, CRM, Community Outreach, Competitive Analysis, Creative Direction, Cross-functional Team..., Customer Satisfaction, Customer Service, Editing, Employee Benefits, Forecasting, HIPAA, Health Insurance, Healthcare, Insurance, Lead Generation, Leadership, Managed Care, Management, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Medicare, Mergers, New Business Development, Product Development, Product Management, Program Management, Project Management, Project Planning, Proposal Writing, Public Speaking, Recruiting, Sales, Sales Management, Sales Operations, Strategic Planning, Strategy, Team Building, Time Management, Training, Coaching, Process Improvement, Leadership Development, Business Development, Public Relations
Education
Institute for Integrative Nutrition (IIN) 2013 — 2013
Health Coach Certification, Health and Nutrition
University of Central Florida 2004 — 2007
Master of Arts, Interpersonal Communication
University of Central Florida 1998 — 2003
Liberal Studies, Marketing, Communication, Writing
Iona
Heath Boucek's Merrill Lynch Experience 2007 - February 2009
Job
Industry Medical Devices
Experience
Insightra Medical Inc August 2014 - Present
Tornier August 2013 - August 2014
Orthohelix August 2013 - August 2014
Wright Medical Technology 2011 - September 2013
YieldQuest Advisors & Securities May 2011 - July 2011
Ascension Orthopedics March 2009 - May 2010
Merrill Lynch 2007 - February 2009
St. Johns Country Day School August 2005 - August 2006
Shorecrest Preparatory School 2004 - 2005
Skills
Fundraising, New Business Development, Account Management, 401k Rollovers, Business Solutions, Retirement Planning, Cold Calling, Customer Relations, Public Speaking, Customer Service, PowerPoint, Excel, Microsoft Office, Budgeting, Coaching, Word, Research, Business Planning, Problem Solving, Analysis, Marketing Strategy, Financial Analysis, Contract Negotiation, Insurance, Team Building, Consultative Selling, Social Media, Healthcare, Business Strategy, Scheduling, Outlook, Writing, Contract Negotiations, Investments, Team Leadership, Access, Risk Management, Mentoring, Negotiation, Inventory Management, Sales Process, Compliance, Salesforce.com, Sales Presentations, Teamwork, Time Management, B2B, Direct Sales, Vendor Relations, Financial Planning
Education
University of Virginia 2000 — 2004
B.A.
University of Central Florida 2004 — 2005
M.Ed.
Shorecrest Preparatory School
High Honors Graduate
Insightra Medical Inc August 2014 - Present
Tornier August 2013 - August 2014
Orthohelix August 2013 - August 2014
Wright Medical Technology 2011 - September 2013
YieldQuest Advisors & Securities May 2011 - July 2011
Ascension Orthopedics March 2009 - May 2010
Merrill Lynch 2007 - February 2009
St. Johns Country Day School August 2005 - August 2006
Shorecrest Preparatory School 2004 - 2005
Skills
Fundraising, New Business Development, Account Management, 401k Rollovers, Business Solutions, Retirement Planning, Cold Calling, Customer Relations, Public Speaking, Customer Service, PowerPoint, Excel, Microsoft Office, Budgeting, Coaching, Word, Research, Business Planning, Problem Solving, Analysis, Marketing Strategy, Financial Analysis, Contract Negotiation, Insurance, Team Building, Consultative Selling, Social Media, Healthcare, Business Strategy, Scheduling, Outlook, Writing, Contract Negotiations, Investments, Team Leadership, Access, Risk Management, Mentoring, Negotiation, Inventory Management, Sales Process, Compliance, Salesforce.com, Sales Presentations, Teamwork, Time Management, B2B, Direct Sales, Vendor Relations, Financial Planning
Education
University of Virginia 2000 — 2004
B.A.
University of Central Florida 2004 — 2005
M.Ed.
Shorecrest Preparatory School
High Honors Graduate
Dar Bareket-Shavit Dar Bareket-Shavit's Merrill Lynch Experience May 2013 - September 2014
Job Undergraduate Researcher Income Dynamics Lab at UC Santa Cruz
Industry Research
Experience
Income Dynamics Laboratoy April 2015 - Present
Gesher Group June 2013 - May 2015
Accel Partners June 2014 - September 2014
Merrill Lynch May 2013 - September 2014
City of Palo Alto May 2011 - May 2014
Education
University of California, Santa Cruz 2012 — 2016
Economics, Statistics
Palo Alto High School 2008 — 2012
Income Dynamics Laboratoy April 2015 - Present
Gesher Group June 2013 - May 2015
Accel Partners June 2014 - September 2014
Merrill Lynch May 2013 - September 2014
City of Palo Alto May 2011 - May 2014
Education
University of California, Santa Cruz 2012 — 2016
Economics, Statistics
Palo Alto High School 2008 — 2012
Jannel Buckley's Merrill Lynch Experience July 2006 - May 2014
Job Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services May 2014 - Present
MERRILL LYNCH July 2006 - May 2014
MERRILL LYNCH July 2005 - June 2006
Education
University of California, Santa Barbara 2004 — 2006
Bachelor's Degree
Oak Park High School 1998 — 2002
High School
UBS Financial Services May 2014 - Present
MERRILL LYNCH July 2006 - May 2014
MERRILL LYNCH July 2005 - June 2006
Education
University of California, Santa Barbara 2004 — 2006
Bachelor's Degree
Oak Park High School 1998 — 2002
High School
Gabriela Chacon Nolan Gabriela Chacon Nolan's Merrill Lynch Experience March 2010 - August 2011
Job Assistant Vice President; Corporate Audit Bank of America
Industry Banking
Experience
Bank of America August 2011 - Present
Merrill Lynch March 2010 - August 2011
Merrill Lynch 2006 - March 2010
Skills
Finance, Training, Investments, Financial Risk, Financial Services, Easily Adaptable, Problem Solving, Oral & Written..., Detailed Organization, Time Management, Meet Deadlines, Auditing, Vetting, Bilingual, Highly detail oriented, Strategy, Financial Modeling, Business Process
Education
University of California, Santa Barbara 2001 — 2005
Bachelor's degree, Spanish and Sociology
Bank of America August 2011 - Present
Merrill Lynch March 2010 - August 2011
Merrill Lynch 2006 - March 2010
Skills
Finance, Training, Investments, Financial Risk, Financial Services, Easily Adaptable, Problem Solving, Oral & Written..., Detailed Organization, Time Management, Meet Deadlines, Auditing, Vetting, Bilingual, Highly detail oriented, Strategy, Financial Modeling, Business Process
Education
University of California, Santa Barbara 2001 — 2005
Bachelor's degree, Spanish and Sociology
Christian Bloch's Merrill Lynch Experience January 2001 - January 2002
Job The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2013 - Present
G-Trade Services LLC - International Equity Brokerage Firm June 2005 - June 2013
The Bank of New York Mellon, BNY, Investment Management Services June 2003 - July 2005
Merrill Lynch January 2001 - January 2002
AT&T Wireless January 2000 - January 2001
SunTrust Bank January 1999 - January 2000
Radisson Inn Hotel February 1997 - March 1998
Skills
Financial Markets, Equities, Securities, Mutual Funds, Trading Systems, Financial Analysis, Excel, Equity Trading, Customer Relations, PowerPoint, Word, Fixed Income, Asset Management, Microsoft Office, Derivatives, Investments, FX, Portfolio Management, Risk Management, Outlook, Accounting, Problem Solving, Customer Service, Strategic Planning, Team Building, Banking, Bloomberg, Alternative Investments, Financial Planning, Budgeting, Reconciliation, Account Management, Business Planning, Negotiation, Trading, Financial Reporting, Series 7, Series 63, FINRA, Finance, Corporate Finance, Options, Electronic Trading, Prime Brokerage, Bloomberg Terminal
Education
University of Central Florida 1999 — 2005
MBA - Masters in Business Administration (Finance), International Finance; Marketing; Criminal Justice
University of Central Florida
Bachelor of Science, Business Administration; International Finance; Business
Vanguard July 2013 - Present
G-Trade Services LLC - International Equity Brokerage Firm June 2005 - June 2013
The Bank of New York Mellon, BNY, Investment Management Services June 2003 - July 2005
Merrill Lynch January 2001 - January 2002
AT&T Wireless January 2000 - January 2001
SunTrust Bank January 1999 - January 2000
Radisson Inn Hotel February 1997 - March 1998
Skills
Financial Markets, Equities, Securities, Mutual Funds, Trading Systems, Financial Analysis, Excel, Equity Trading, Customer Relations, PowerPoint, Word, Fixed Income, Asset Management, Microsoft Office, Derivatives, Investments, FX, Portfolio Management, Risk Management, Outlook, Accounting, Problem Solving, Customer Service, Strategic Planning, Team Building, Banking, Bloomberg, Alternative Investments, Financial Planning, Budgeting, Reconciliation, Account Management, Business Planning, Negotiation, Trading, Financial Reporting, Series 7, Series 63, FINRA, Finance, Corporate Finance, Options, Electronic Trading, Prime Brokerage, Bloomberg Terminal
Education
University of Central Florida 1999 — 2005
MBA - Masters in Business Administration (Finance), International Finance; Marketing; Criminal Justice
University of Central Florida
Bachelor of Science, Business Administration; International Finance; Business
Jennifer Boisky Jennifer Boisky's Merrill Lynch Experience August 2008 - June 2015
Job Senior Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
Merrill Lynch August 2008 - June 2015
Smith Barney 1997 - 2008
Skills
Product Development, Customer Service, Strategic Planning, Team Building
Education
UCSB
UBS Wealth Management June 2015 - Present
Merrill Lynch August 2008 - June 2015
Smith Barney 1997 - 2008
Skills
Product Development, Customer Service, Strategic Planning, Team Building
Education
UCSB
Andrew Aurig's Merrill Lynch Experience October 2011 - December 2011
Job Professional in pursuit of a career opportunity in Finance.
Industry Financial Services
Experience
Bank of America August 2013 - July 2014
CM Lybrand & Co. November 2012 - February 2013
Merrill Lynch October 2011 - December 2011
Ocean View Nursing October 2006 - December 2009
Infinite Energy, Inc November 2004 - May 2006
Skills
Forecasting, Business Analysis, Finance, Financial Analysis, Financial Planning, Investments, Leadership, Management, Strategic Financial..., Strategy
Education
University of Central Florida 2009 — 2011
Bachelor of Science, Finance
Daytona State College June 2008 2005 — 2008
A.A., Business, Economics, Management; Finance
Bank of America August 2013 - July 2014
CM Lybrand & Co. November 2012 - February 2013
Merrill Lynch October 2011 - December 2011
Ocean View Nursing October 2006 - December 2009
Infinite Energy, Inc November 2004 - May 2006
Skills
Forecasting, Business Analysis, Finance, Financial Analysis, Financial Planning, Investments, Leadership, Management, Strategic Financial..., Strategy
Education
University of Central Florida 2009 — 2011
Bachelor of Science, Finance
Daytona State College June 2008 2005 — 2008
A.A., Business, Economics, Management; Finance
Christopher Darley Christopher Darley's Merrill Lynch Experience 1996 - 2002
Job Director of Portfolio Advisory & Acquisitions ► Investment Management ♦ Business Startups .,
Industry Education Management
Experience
Holgate Securities, Ltd., 2009 - Present
SunTrust 2007 - 2010
HSBC Securities 2005 - 2007
Bank of America 2002 - 2005
Merrill Lynch 1996 - 2002
UBS Investment Bank 1993 - 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Trading, Hedge Funds, Investments, Strategic Planning, Change Management, Client Relations, Project Management, Presentations, Marketing, International Business..., Deal Development &..., Sales, Budgeting, Business Startups, Corporate Communications, Financial Consulting, Management Consulting, Product Development &..., Product Promotion, Debt Origination, Debt Restructuring, Deriviatives, Credit Facilities..., Fixed Income & Fixed..., Client Relationship..., Corporate Relationship..., Business Turn-arounds, Structured Financing, Business Model..., Organizational..., Debt Financing..., Bridge Loans, Market Analysis, Financial Portfolio..., Capital Allocations, REITs & Real Estate..., Investment Management, Business Partnering, Investor Relationship..., Management Reporting, Policy Development &..., Regulatory Compliance, Talent Management, Performance Management..., Team Leadership &..., Professional Staffing
Education
University of Cambridge 1987 — 1990
MA, Economics
King's School, Canterbury 1982 — 1987
Holgate Securities, Ltd., 2009 - Present
SunTrust 2007 - 2010
HSBC Securities 2005 - 2007
Bank of America 2002 - 2005
Merrill Lynch 1996 - 2002
UBS Investment Bank 1993 - 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Trading, Hedge Funds, Investments, Strategic Planning, Change Management, Client Relations, Project Management, Presentations, Marketing, International Business..., Deal Development &..., Sales, Budgeting, Business Startups, Corporate Communications, Financial Consulting, Management Consulting, Product Development &..., Product Promotion, Debt Origination, Debt Restructuring, Deriviatives, Credit Facilities..., Fixed Income & Fixed..., Client Relationship..., Corporate Relationship..., Business Turn-arounds, Structured Financing, Business Model..., Organizational..., Debt Financing..., Bridge Loans, Market Analysis, Financial Portfolio..., Capital Allocations, REITs & Real Estate..., Investment Management, Business Partnering, Investor Relationship..., Management Reporting, Policy Development &..., Regulatory Compliance, Talent Management, Performance Management..., Team Leadership &..., Professional Staffing
Education
University of Cambridge 1987 — 1990
MA, Economics
King's School, Canterbury 1982 — 1987
Alex Tuch's Merrill Lynch Experience September 2008 - April 2011
Job MBA 2017 Candidate at USC Marshall School of Business
Industry Marketing and Advertising
Experience
USC Marshall School of Business July 2015 - Present
Camp United in Harmony August 2001 - Present
UBS Investment Bank August 2013 - November 2014
UBS Financial Services Inc. May 2011 - August 2013
Merrill Lynch September 2008 - April 2011
JuiceBox Skateboards LLC June 2006 - September 2008
Skills
Business Development, Public Speaking, Investments, Finance, Wealth Management, Equities, Asset Management, Capital Markets, Strategic Partnerships
Education
University of California, Santa Cruz 2004 — 2008
B.A, Business Management Economics
University of Southern California - Marshall School of Business
University of Southern California - Marshall School of Business
USC Marshall School of Business July 2015 - Present
Camp United in Harmony August 2001 - Present
UBS Investment Bank August 2013 - November 2014
UBS Financial Services Inc. May 2011 - August 2013
Merrill Lynch September 2008 - April 2011
JuiceBox Skateboards LLC June 2006 - September 2008
Skills
Business Development, Public Speaking, Investments, Finance, Wealth Management, Equities, Asset Management, Capital Markets, Strategic Partnerships
Education
University of California, Santa Cruz 2004 — 2008
B.A, Business Management Economics
University of Southern California - Marshall School of Business
University of Southern California - Marshall School of Business
Austin Nelson's Merrill Lynch Experience June 2014 - Present
Job Attended University of Central Florida
Industry Investment Management
Experience
Merrill Lynch June 2014 - Present
EverBank March 2013 - December 2013
NBC Olympics July 2012 - August 2012
NBC Sports May 2011 - May 2012
Skills
Works well in a team, Works well individually, Works well with people, Microsoft Word, Microsoft Excel, Finance, Critical Thinking, Social Skills, Determination to Succeed, Desire to Learn, Learning Quickly
Education
University of Central Florida 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch June 2014 - Present
EverBank March 2013 - December 2013
NBC Olympics July 2012 - August 2012
NBC Sports May 2011 - May 2012
Skills
Works well in a team, Works well individually, Works well with people, Microsoft Word, Microsoft Excel, Finance, Critical Thinking, Social Skills, Determination to Succeed, Desire to Learn, Learning Quickly
Education
University of Central Florida 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Eric Andersen Eric Andersen's Merrill Lynch Experience February 1999 - August 2009
Job VP & LPL Financial Advisor at Safe Harbor Pension & Wealth
Industry Financial Services
Experience
Safe Harbor Pension & Wealth August 2012 - Present
Perennial Pension & Wealth August 2009 - August 2012
Merrill Lynch February 1999 - August 2009
Skills
Education Funding, Mutual Funds, 401k Rollovers, ETFs, IRAs, Alternative Investments, 529 Plans
Education
University of California, Santa Barbara 1993 — 1998
BA, Bus/Econ
Davis High 1991 — 1993
Safe Harbor Pension & Wealth August 2012 - Present
Perennial Pension & Wealth August 2009 - August 2012
Merrill Lynch February 1999 - August 2009
Skills
Education Funding, Mutual Funds, 401k Rollovers, ETFs, IRAs, Alternative Investments, 529 Plans
Education
University of California, Santa Barbara 1993 — 1998
BA, Bus/Econ
Davis High 1991 — 1993
Matt Quirin Matt Quirin's Merrill Lynch Experience January 1999 - September 2001
Job Los Angeles Allergy Account Manager at MEDA
Industry Pharmaceuticals
Experience
MEDA July 2013 - Present
Pfizer October 2010 - March 2013
Pfizer February 2010 - October 2010
Pfizer November 2005 - October 2010
Pfizer November 2001 - November 2005
Merrill Lynch January 1999 - September 2001
Skills
Sales Management, Sales, Problem Solving, Strategic Planning, Hiring Practices, Coaching, Managed Care, Cardiology, Urology, Pulmonology, Diabetes, OB/GYN, Nephrology, Rheumatology, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Budgets, Psychiatry, Hypertension, Leadership, Cross-functional Team..., Leading Change, Team-oriented, Product Launch, Primary Care, Sales Operations, Change Management, Healthcare, Mentoring, Budget, Biotechnology, Lipids, Management, Team Building, Selling Skills, Account Management, Sales Process, Allergy, Sales Presentations, Key Opinion Leaders, Cold Calling, Orthopedic, Dermatology, Infectious Diseases, COPD, Business Planning, Sales Force Development, Vaccines, Infection
Education
University of California, Santa Barbara 1994 — 1998
Bachelor's degree, Business/Economicis with an Emphasis in Accounting
MEDA July 2013 - Present
Pfizer October 2010 - March 2013
Pfizer February 2010 - October 2010
Pfizer November 2005 - October 2010
Pfizer November 2001 - November 2005
Merrill Lynch January 1999 - September 2001
Skills
Sales Management, Sales, Problem Solving, Strategic Planning, Hiring Practices, Coaching, Managed Care, Cardiology, Urology, Pulmonology, Diabetes, OB/GYN, Nephrology, Rheumatology, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Budgets, Psychiatry, Hypertension, Leadership, Cross-functional Team..., Leading Change, Team-oriented, Product Launch, Primary Care, Sales Operations, Change Management, Healthcare, Mentoring, Budget, Biotechnology, Lipids, Management, Team Building, Selling Skills, Account Management, Sales Process, Allergy, Sales Presentations, Key Opinion Leaders, Cold Calling, Orthopedic, Dermatology, Infectious Diseases, COPD, Business Planning, Sales Force Development, Vaccines, Infection
Education
University of California, Santa Barbara 1994 — 1998
Bachelor's degree, Business/Economicis with an Emphasis in Accounting
Brandon Hass, CIMA®, CRPC®'s Merrill Lynch Experience April 2012 - Present
Job Vice President Wealth Management Specialist
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Merrill Lynch January 2011 - March 2012
Merrill Lynch January 2008 - January 2011
Skills
Series 7, FINRA, Mutual Funds, Uniform Combined State..., Asset Allocation, Investments, Asset Management, Investment Management, Wealth Management, Retirement, Financial Advisory, Finance, Portfolio Management
Education
University of Central Florida 2006 — 2007
BSBA, Business Management
Crhs
Crhs
Crhs
Crhs
Merrill Lynch April 2012 - Present
Merrill Lynch January 2011 - March 2012
Merrill Lynch January 2008 - January 2011
Skills
Series 7, FINRA, Mutual Funds, Uniform Combined State..., Asset Allocation, Investments, Asset Management, Investment Management, Wealth Management, Retirement, Financial Advisory, Finance, Portfolio Management
Education
University of Central Florida 2006 — 2007
BSBA, Business Management
Crhs
Crhs
Crhs
Crhs
Adam M Cherkin's Merrill Lynch Experience January 2012 - March 2013
Job
Industry Utilities
Experience
Solar Maximum LLC - NY April 2015 - Present
Infinity Solar Systems February 2014 - April 2015
Merrill Lynch January 2012 - March 2013
Mosaic Wealth Management Group, Inc August 2010 - January 2011
Skills
Series 7, Investments, Investment Management, Microsoft Excel, Strategic Financial..., Asset Allocation, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Investment Strategies, Equities, Finance, Fixed Income, Portfolio Management, Financial Planning, Sales, Securities
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Solar Maximum LLC - NY April 2015 - Present
Infinity Solar Systems February 2014 - April 2015
Merrill Lynch January 2012 - March 2013
Mosaic Wealth Management Group, Inc August 2010 - January 2011
Skills
Series 7, Investments, Investment Management, Microsoft Excel, Strategic Financial..., Asset Allocation, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Investment Strategies, Equities, Finance, Fixed Income, Portfolio Management, Financial Planning, Sales, Securities
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Moises Fuertes's Merrill Lynch Experience March 2004 - June 2005
Job Commodities VP at BNP Paribas
Industry Financial Services
Experience
BNP Paribas August 2008 - Present
Tradar September 2007 - July 2008
The Clayton Group January 2006 - September 2007
Merrill Lynch March 2004 - June 2005
Skills
Asset Management, Equities, Banking, Credit Risk, Due Diligence, Financial Services, Fixed Income, Investment Banking, Investments, Portfolio Management, Trading
Education
University of California, Santa Barbara 2001 — 2005
Economics, Economics/Mathematics
BNP Paribas August 2008 - Present
Tradar September 2007 - July 2008
The Clayton Group January 2006 - September 2007
Merrill Lynch March 2004 - June 2005
Skills
Asset Management, Equities, Banking, Credit Risk, Due Diligence, Financial Services, Fixed Income, Investment Banking, Investments, Portfolio Management, Trading
Education
University of California, Santa Barbara 2001 — 2005
Economics, Economics/Mathematics
Chuck Bosworth, CFP®'s Merrill Lynch Experience March 1995 - March 2003
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. January 2005 - Present
Bank of America March 2003 - December 2004
Merrill Lynch March 1995 - March 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Estate Planning, Financial Advisory, Portfolio Management, Investment Management, Securities, IRAs, Pensions, Personal Finance, Finance, Certified Financial...
Education
University of Central Florida 1992 — 1994
MBA, Management
University of Toledo 1985 — 1990
Bachelors of Business Administration, Finance
Raymond James Financial Services, Inc. January 2005 - Present
Bank of America March 2003 - December 2004
Merrill Lynch March 1995 - March 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Estate Planning, Financial Advisory, Portfolio Management, Investment Management, Securities, IRAs, Pensions, Personal Finance, Finance, Certified Financial...
Education
University of Central Florida 1992 — 1994
MBA, Management
University of Toledo 1985 — 1990
Bachelors of Business Administration, Finance
Bill Hannan's Merrill Lynch Experience September 2001 - July 2003
Job Regional Vice President at Prudential Investments
Industry Financial Services
Experience
Prudential Investments February 2012 - Present
Delaware Investments September 2006 - January 2012
Lincoln Financial Distributors August 2003 - August 2006
Merrill Lynch September 2001 - July 2003
Skills
Securities, Investments, Customer Relations, Sales Support, Research, Mutual Funds, Annuities, Morningstar, Zephyr, Retirement Income..., Equity Research, Separately Managed..., Alternative Investments, Asset Allocation, ETFs, Fixed Annuities, Hedge Funds, Investment Strategies, Retirement, Series 7, Wealth Management
Education
University of Central Florida 1996 — 2000
B.S., Finance
Prudential Investments February 2012 - Present
Delaware Investments September 2006 - January 2012
Lincoln Financial Distributors August 2003 - August 2006
Merrill Lynch September 2001 - July 2003
Skills
Securities, Investments, Customer Relations, Sales Support, Research, Mutual Funds, Annuities, Morningstar, Zephyr, Retirement Income..., Equity Research, Separately Managed..., Alternative Investments, Asset Allocation, ETFs, Fixed Annuities, Hedge Funds, Investment Strategies, Retirement, Series 7, Wealth Management
Education
University of Central Florida 1996 — 2000
B.S., Finance
Stacy Swain's Merrill Lynch Experience August 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Merrill Lynch February 1985 - November 2006
Education
University of California, Santa Barbara
BA
Merrill Lynch August 2011 - Present
Merrill Lynch February 1985 - November 2006
Education
University of California, Santa Barbara
BA
John Loder's Merrill Lynch Experience 2005 - 2007
Job Senior Financial Advisor at Union Banc Investment Services
Industry Financial Services
Experience
Union Banc Investment Services 2007 - Present
Merrill Lynch 2005 - 2007
ProClarity 2000 - 2005
Best Software 1998 - 2000
Warner Bros. Entertainment Group of Companies 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Series 7, Analytics, Business Intelligence, Series 63, Business Analysis, Wealth Management, Forecasting, Business Development, Investments, Securities, Asset Managment, Banking, Mutual Funds, Start-ups, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Union Banc Investment Services 2007 - Present
Merrill Lynch 2005 - 2007
ProClarity 2000 - 2005
Best Software 1998 - 2000
Warner Bros. Entertainment Group of Companies 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Series 7, Analytics, Business Intelligence, Series 63, Business Analysis, Wealth Management, Forecasting, Business Development, Investments, Securities, Asset Managment, Banking, Mutual Funds, Start-ups, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
David Birkett's Merrill Lynch Experience 2002 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2002 - Present
J.P. Morgan 2000 - 2002
Roth Capital Partners 1994 - 1998
Education
University of California, Santa Barbara
Merrill Lynch 2002 - Present
J.P. Morgan 2000 - 2002
Roth Capital Partners 1994 - 1998
Education
University of California, Santa Barbara
Creighton Ralls's Merrill Lynch Experience 2002 - 2002
Job Director of Development at Gibralter Properties, LLC
Industry Real Estate
Experience
Gibralter Properties October 2014 - Present
Anastasi, Moore & Martin PLLC 2013 - September 2014
Electronic Payment Solutions, LLC January 2009 - 2013
Dillards 2007 - 2008
Summit Bank 2005 - 2007
2003-2004 2003 - 2004
Merrill Lynch 2002 - 2002
Skills
Business Planning, Banking, Business Intelligence, Portfolio Management, Business Strategy, Management, Financial Analysis, Finance, Strategic Planning, Project Management
Education
University of Arkansas, Sam M. Walton Graduate College of Business
Masters, Business Administration
University of Central Arkansas
Bachelors of Business Administration, Economics/Finance; International Trade Specialization
Gibralter Properties October 2014 - Present
Anastasi, Moore & Martin PLLC 2013 - September 2014
Electronic Payment Solutions, LLC January 2009 - 2013
Dillards 2007 - 2008
Summit Bank 2005 - 2007
2003-2004 2003 - 2004
Merrill Lynch 2002 - 2002
Skills
Business Planning, Banking, Business Intelligence, Portfolio Management, Business Strategy, Management, Financial Analysis, Finance, Strategic Planning, Project Management
Education
University of Arkansas, Sam M. Walton Graduate College of Business
Masters, Business Administration
University of Central Arkansas
Bachelors of Business Administration, Economics/Finance; International Trade Specialization
Serina Hanuscin's Merrill Lynch Experience March 1996 - September 2000
Job Vice President, Product Marketing Manager, Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing LLC, BNY Mellon April 2007 - Present
AXA Equitable June 2001 - April 2007
Merrill Lynch March 1996 - September 2000
Skills
Series 7, Financial Services, Product Management
Education
University of California, Santa Barbara 1990 — 1994
Pershing LLC, BNY Mellon April 2007 - Present
AXA Equitable June 2001 - April 2007
Merrill Lynch March 1996 - September 2000
Skills
Series 7, Financial Services, Product Management
Education
University of California, Santa Barbara 1990 — 1994
William Terrell's Merrill Lynch Experience January 2013 - Present
Job Senior Vice President, Global Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Morgan Stanley August 2007 - January 2013
UBS Financial Services February 2005 - August 2007
Smith Barney March 1985 - February 2005
Skills
Finance, Retirement Planning, Alternative Investments, Series 7, Asset Allocation, Investments, Financial Modeling, Wealth Management, Securities, Series 63, Series 65, Series 66, Financial Advisory, Financial Analysis, Investment Advisory, Consultation, Uniform Combined State..., Investment Strategies, Wealth Management..., Separately Managed..., 401k Rollovers, Fixed Income, Investment Management, Bonds, IRAs, Retirement, Equities, High Net Worth..., Asset Management, Portfolio Management, 401k, Strategic Financial..., Wealth, Municipal Bonds, Options, Wealth Accumulation, Financial Services, Retirement Plan..., Private Banking, Stocks, Pensions, Saving for Education, Credit, College Savings Plans, Mutual Funds, ETFs, Financial Planning, FINRA, Capital Markets
Education
University of California, Santa Cruz
Merrill Lynch January 2013 - Present
Morgan Stanley August 2007 - January 2013
UBS Financial Services February 2005 - August 2007
Smith Barney March 1985 - February 2005
Skills
Finance, Retirement Planning, Alternative Investments, Series 7, Asset Allocation, Investments, Financial Modeling, Wealth Management, Securities, Series 63, Series 65, Series 66, Financial Advisory, Financial Analysis, Investment Advisory, Consultation, Uniform Combined State..., Investment Strategies, Wealth Management..., Separately Managed..., 401k Rollovers, Fixed Income, Investment Management, Bonds, IRAs, Retirement, Equities, High Net Worth..., Asset Management, Portfolio Management, 401k, Strategic Financial..., Wealth, Municipal Bonds, Options, Wealth Accumulation, Financial Services, Retirement Plan..., Private Banking, Stocks, Pensions, Saving for Education, Credit, College Savings Plans, Mutual Funds, ETFs, Financial Planning, FINRA, Capital Markets
Education
University of California, Santa Cruz
Ryan Egleston's Merrill Lynch Experience May 2002 - December 2002
Job Ally financial
Industry Financial Services
Experience
Ally Financial Inc. April 2013 - Present
Hewlett-Packard June 2012 - April 2013
Advanced Tissue July 2008 - June 2012
Nuvell - General Motors March 2003 - June 2008
Nuvell February 2003 - June 2008
Merrill Lynch May 2002 - December 2002
Baker Drugs & Gifts May 1999 - December 2002
Skills
Sales Management, New Business Development, Coaching, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Portfolio Management, Auditing, Financial Analysis, Forecasting, Training, Strategic Planning, Risk Management, Process Improvement, Business Development, Business Analysis, Analysis
Education
University of Central Arkansas 1999 — 2002
Bachelors of Business Administration, Finance
University of Central Arkansas 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Ally Financial Inc. April 2013 - Present
Hewlett-Packard June 2012 - April 2013
Advanced Tissue July 2008 - June 2012
Nuvell - General Motors March 2003 - June 2008
Nuvell February 2003 - June 2008
Merrill Lynch May 2002 - December 2002
Baker Drugs & Gifts May 1999 - December 2002
Skills
Sales Management, New Business Development, Coaching, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Portfolio Management, Auditing, Financial Analysis, Forecasting, Training, Strategic Planning, Risk Management, Process Improvement, Business Development, Business Analysis, Analysis
Education
University of Central Arkansas 1999 — 2002
Bachelors of Business Administration, Finance
University of Central Arkansas 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Matthew Neagle's Merrill Lynch Experience 1989 - January 2008
Job Capital Markets Professional
Industry Capital Markets
Experience
Merrill Lynch 1989 - January 2008
Education
University of California, Santa Barbara 1983 — 1987
Merrill Lynch 1989 - January 2008
Education
University of California, Santa Barbara 1983 — 1987
Olivier Villard's Merrill Lynch Experience July 2010 - June 2012
Job VP of Marketing and Finance at La Marquise Desserts, Inc.
Industry Hospitality
Experience
La Marquise Desserts, Inc. June 2012 - Present
Merrill Lynch July 2010 - June 2012
Morgan Stanley Smith Barney February 2008 - June 2010
Wells Fargo Financial July 2004 - August 2007
Skills
Fixed Annuities, Investments, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Mortgage Lending, Mutual Funds, Estate Planning, Insurance, Loans, Long-term Care, Asset Managment, Series 63, Financial Analysis, Asset Management
Education
University of Central Florida 2000 — 2004
Business, Accounting
La Marquise Desserts, Inc. June 2012 - Present
Merrill Lynch July 2010 - June 2012
Morgan Stanley Smith Barney February 2008 - June 2010
Wells Fargo Financial July 2004 - August 2007
Skills
Fixed Annuities, Investments, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Mortgage Lending, Mutual Funds, Estate Planning, Insurance, Loans, Long-term Care, Asset Managment, Series 63, Financial Analysis, Asset Management
Education
University of Central Florida 2000 — 2004
Business, Accounting
Kent Kreutziger's Merrill Lynch Experience March 2005 - February 2007
Job Director Of Corporate Accounts at Control Air Conditioning Corp
Industry Mechanical or Industrial Engineering
Experience
Control Air Conditioning Corp. February 2007 - Present
Control Air Service Corp February 2007 - February 2015
Merrill Lynch March 2005 - February 2007
Nalco Chemical Company January 1992 - March 2005
Stonhard 1988 - 1992
Skills
HVAC, Air Conditioning, Facilities Management, Energy Management, Contract Negotiation, Energy Conservation, Contract Management, Energy, Construction, Energy Efficiency, HVAC Controls, Management, Sales Management, Operations Management, Team Building, Green Building, Plumbing, Energy Audits, Budgets, Boilers, LEED AP, New Business Development, Building Automation, Sustainability, Mechanical Engineering, Sales, Value Engineering, Contractors, Cooling Water, Electricians, Project Management, Customer Service, Engineering, Cooling Towers, Project Planning, Ventilation, Process Scheduler, Indoor Air Quality, Negotiation, Water Treatment, Customer-focused Service
Education
University of California, Santa Barbara 1984 — 1988
Mechanical Engineering, Mechanical Engineering, 1988
Control Air Conditioning Corp. February 2007 - Present
Control Air Service Corp February 2007 - February 2015
Merrill Lynch March 2005 - February 2007
Nalco Chemical Company January 1992 - March 2005
Stonhard 1988 - 1992
Skills
HVAC, Air Conditioning, Facilities Management, Energy Management, Contract Negotiation, Energy Conservation, Contract Management, Energy, Construction, Energy Efficiency, HVAC Controls, Management, Sales Management, Operations Management, Team Building, Green Building, Plumbing, Energy Audits, Budgets, Boilers, LEED AP, New Business Development, Building Automation, Sustainability, Mechanical Engineering, Sales, Value Engineering, Contractors, Cooling Water, Electricians, Project Management, Customer Service, Engineering, Cooling Towers, Project Planning, Ventilation, Process Scheduler, Indoor Air Quality, Negotiation, Water Treatment, Customer-focused Service
Education
University of California, Santa Barbara 1984 — 1988
Mechanical Engineering, Mechanical Engineering, 1988
Kenny Thantanarat's Merrill Lynch Experience 2005 - 2008
Job Experienced Mortgage Underwriter
Industry Financial Services
Experience
ING DIRECT December 2011 - July 2012
ING DIRECT July 2008 - December 2011
Nation Point a subsidiary of Merrill Lynch 2005 - 2008
Merrill Lynch 2005 - 2008
Nation Point 2005 - 2008
Skills
Empower, Microsoft Word, Microsoft Excel, Outlook, OneNote, PowerPoint, Version One, Citrix, Production Support, Troubleshooting, Remote Troubleshooting, User Acceptance Testing
Education
University of California, Santa Barbara 1999 — 2004
BA, Global Studies
ING DIRECT December 2011 - July 2012
ING DIRECT July 2008 - December 2011
Nation Point a subsidiary of Merrill Lynch 2005 - 2008
Merrill Lynch 2005 - 2008
Nation Point 2005 - 2008
Skills
Empower, Microsoft Word, Microsoft Excel, Outlook, OneNote, PowerPoint, Version One, Citrix, Production Support, Troubleshooting, Remote Troubleshooting, User Acceptance Testing
Education
University of California, Santa Barbara 1999 — 2004
BA, Global Studies
Justin Berkeley's Merrill Lynch Experience January 2013 - Present
Job Sales Associate at Clay Shooter Supply
Industry Financial Services
Experience
Clay Shooter Supply February 2012 - Present
Merrill Lynch January 2013 - Present
Advocare January 2011 - Present
Sole Role September 2007 - March 2011
Skills
Customer Service, Event Management, Microsoft Office, Sports, Event Planning, Coaching, Social Media, Microsoft Excel, Strategic Planning, Sales, Microsoft Word, Sports Marketing, PowerPoint, Public Speaking
Education
University of Central Arkansas
Clay Shooter Supply February 2012 - Present
Merrill Lynch January 2013 - Present
Advocare January 2011 - Present
Sole Role September 2007 - March 2011
Skills
Customer Service, Event Management, Microsoft Office, Sports, Event Planning, Coaching, Social Media, Microsoft Excel, Strategic Planning, Sales, Microsoft Word, Sports Marketing, PowerPoint, Public Speaking
Education
University of Central Arkansas
Caroline Fu's Merrill Lynch Experience 2006 - 2008
Job Senior Analyst Maverick Capital
Industry Financial Services
Experience
Adamshill Partners October 2012 - Present
Maverick Capital August 2010 - October 2012
Merrill Lynch 2006 - 2008
Skills
Hedge Funds, Equities, Valuation, Financial Modeling, Private Equity, Corporate Finance, Investments, Asset Managment, Portfolio Management, Due Diligence, Venture Capital, Bloomberg, Financial Analysis, Investment Banking, LBO, Capital Markets, Emerging Markets, Economics, M&A experience, Corporate Development
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Cambridge University 2005 — 2006
M. Phil, Mathematics
Adamshill Partners October 2012 - Present
Maverick Capital August 2010 - October 2012
Merrill Lynch 2006 - 2008
Skills
Hedge Funds, Equities, Valuation, Financial Modeling, Private Equity, Corporate Finance, Investments, Asset Managment, Portfolio Management, Due Diligence, Venture Capital, Bloomberg, Financial Analysis, Investment Banking, LBO, Capital Markets, Emerging Markets, Economics, M&A experience, Corporate Development
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Cambridge University 2005 — 2006
M. Phil, Mathematics
Diana Barnum's Merrill Lynch Experience December 2005 - March 2007
Job Project Manager in Investment Banking
Industry Banking
Experience
JPMorgan Chase & Co. May 2007 - December 2008
Merrill Lynch December 2005 - March 2007
Nomura January 2005 - November 2005
BNP Paribas March 2002 - December 2004
BNY Mellon December 1997 - August 2001
New York Forex Corp． March 1992 - November 1997
China’s Ministry of Commerce August 1983 - July 1987
Education
University of Cambridge 1987 — 1992
Master's Degree, Economics/ Finance, A-
JPMorgan Chase & Co. May 2007 - December 2008
Merrill Lynch December 2005 - March 2007
Nomura January 2005 - November 2005
BNP Paribas March 2002 - December 2004
BNY Mellon December 1997 - August 2001
New York Forex Corp． March 1992 - November 1997
China’s Ministry of Commerce August 1983 - July 1987
Education
University of Cambridge 1987 — 1992
Master's Degree, Economics/ Finance, A-
Marie Cheung's Merrill Lynch Experience 1999 - Present
Job client servicesMerrill Lynch
Industry Financial Services
Wes Sanchez's Merrill Lynch Experience November 1999 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1999 - Present
Education
University of California, Santa Barbara 1988 — 1992
BA, Political Science
Merrill Lynch November 1999 - Present
Education
University of California, Santa Barbara 1988 — 1992
BA, Political Science
Lloyd Macedo, CFP®, CRPS®, AWMA®'s Merrill Lynch Experience January 2013 - April 2013
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2013 - May 2015
Merrill Lynch January 2013 - April 2013
AmTrust Bank September 2007 - August 2012
Southeast Florida UCF Alumni Club June 2010 - June 2011
Ameriprise Financial May 2006 - September 2007
Education
University of Miami - School of Business 2011 — 2013
MBA, Finance and Mergers & Acquisitions
University of Central Florida 2002 — 2006
Business Administration, General Business/Economics
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2013 - May 2015
Merrill Lynch January 2013 - April 2013
AmTrust Bank September 2007 - August 2012
Southeast Florida UCF Alumni Club June 2010 - June 2011
Ameriprise Financial May 2006 - September 2007
Education
University of Miami - School of Business 2011 — 2013
MBA, Finance and Mergers & Acquisitions
University of Central Florida 2002 — 2006
Business Administration, General Business/Economics
Anna W. Thomas's Merrill Lynch Experience 2007 - 2010
Job AVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch 2007 - 2010
Skills
Banking, Relationship Management, Financial Services, Credit Cards, Vendor Management, Process Improvement, Project Management, Visio, Requirements Analysis, Business Requirements, Customer Service, Leadership, Management, Portfolio Management, Six Sigma, Strategic Planning
Education
University of Central Florida
Bachelor of Arts (B.A.), Organizational Communication, General
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch 2007 - 2010
Skills
Banking, Relationship Management, Financial Services, Credit Cards, Vendor Management, Process Improvement, Project Management, Visio, Requirements Analysis, Business Requirements, Customer Service, Leadership, Management, Portfolio Management, Six Sigma, Strategic Planning
Education
University of Central Florida
Bachelor of Arts (B.A.), Organizational Communication, General
Sian Morse's Merrill Lynch Experience 2005 - 2008
Job Hedge Fund Consultant at Morse Consulting Corporation
Industry Financial Services
Experience
Morse Consulting Corporation General Counsel, Sciens Managed Account PlatformSciens Investment Management, LLC2012 - 2013
WR Group Holdings, LP March 2010 - January 2012
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 1996 - 2002
Education
Cambridge University 1987 — 1990
MA, Law
Morse Consulting Corporation General Counsel, Sciens Managed Account PlatformSciens Investment Management, LLC2012 - 2013
WR Group Holdings, LP March 2010 - January 2012
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 1996 - 2002
Education
Cambridge University 1987 — 1990
MA, Law
Vijay Sundaram's Merrill Lynch Experience 1999 - 2002
Job Managing Director at UBS
Industry Financial Services
Experience
UBS 2002 - Present
Merrill Lynch 1999 - 2002
Morgan Stanley 1996 - 1999
Banker Trust 1993 - 1996
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Alternative Investments, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Operations, Marketing, General Management
University of Cambridge 1985 — 1988
MA, BA (Hons)., Engineering, First Class Honours Degree
UBS 2002 - Present
Merrill Lynch 1999 - 2002
Morgan Stanley 1996 - 1999
Banker Trust 1993 - 1996
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Alternative Investments, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Operations, Marketing, General Management
University of Cambridge 1985 — 1988
MA, BA (Hons)., Engineering, First Class Honours Degree
Viktor Misko, CFP®'s Merrill Lynch Experience April 2007 - August 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments August 2010 - July 2011
Merrill Lynch April 2007 - August 2010
Morgan Stanley February 2006 - April 2007
Zartek October 2005 - February 2006
Freedom systems July 2003 - October 2005
Roxy Entertainment Complex December 1998 - April 2002
Education
University of Central Florida 1996 — 1999
BS
BS
Fidelity Investments July 2011 - Present
Fidelity Investments August 2010 - July 2011
Merrill Lynch April 2007 - August 2010
Morgan Stanley February 2006 - April 2007
Zartek October 2005 - February 2006
Freedom systems July 2003 - October 2005
Roxy Entertainment Complex December 1998 - April 2002
Education
University of Central Florida 1996 — 1999
BS
BS
Miranda Holmes's Merrill Lynch Experience June 2000 - April 2005
Job Managing Director of Financial Planning at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management June 2012 - Present
UBS Wealth Management April 2006 - May 2012
Wells Fargo April 2005 - April 2006
Merrill Lynch June 2000 - April 2005
Prudential Financial Planning January 1999 - June 2000
InterSystems November 1993 - January 1999
ACTER (A Center for Theatre, Education, and Research) October 1988 - September 1992
Skills
Wealth Transfer, Financial Planning, Estate Planning, High Net Worth..., Financial Advisory, Disability Insurance, Personal Finance, FINRA, Retirement Planning, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Management, Uniform Combined State..., Wealth, Finance
Education
University of California, Santa Barbara 1988 — 1992
BFA, Theatre - Acting Emphasis
First Republic Investment Management June 2012 - Present
UBS Wealth Management April 2006 - May 2012
Wells Fargo April 2005 - April 2006
Merrill Lynch June 2000 - April 2005
Prudential Financial Planning January 1999 - June 2000
InterSystems November 1993 - January 1999
ACTER (A Center for Theatre, Education, and Research) October 1988 - September 1992
Skills
Wealth Transfer, Financial Planning, Estate Planning, High Net Worth..., Financial Advisory, Disability Insurance, Personal Finance, FINRA, Retirement Planning, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Management, Uniform Combined State..., Wealth, Finance
Education
University of California, Santa Barbara 1988 — 1992
BFA, Theatre - Acting Emphasis
Maria (Munroe) Trees's Merrill Lynch Experience September 2007 - Present
Job Retirement and Distribution Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Education
University of Central Florida
Bachelors, Psychology
Merrill Lynch September 2007 - Present
Education
University of Central Florida
Bachelors, Psychology
Jenniffer Andrew's Merrill Lynch Experience May 2013 - March 2015
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Merrill Lynch May 2013 - March 2015
Bel Air Investment Advisors January 2007 - May 2013
Crowell, Weedon & Co. December 2003 - January 2007
Smith Barney December 2001 - December 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Customer Service, Photoshop, Editing, English, Windows, Budgets
Education
University of California, Santa Barbara 1996 — 2001
BUS/ECON
Wells Fargo Advisors April 2015 - Present
Merrill Lynch May 2013 - March 2015
Bel Air Investment Advisors January 2007 - May 2013
Crowell, Weedon & Co. December 2003 - January 2007
Smith Barney December 2001 - December 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Customer Service, Photoshop, Editing, English, Windows, Budgets
Education
University of California, Santa Barbara 1996 — 2001
BUS/ECON
Joe Gechtman's Merrill Lynch Experience August 1985 - February 1998
Job Managing Director at Odeon Capital Group
Industry Financial Services
Experience
Odeon Capital Group January 2013 - Present
Oppenheimer & Co. April 2012 - December 2012
Gleacher & Co April 2008 - April 2012
Imperial Capital, LLC April 1998 - April 2008
Merrill Lynch August 1985 - February 1998
Education
University of Southern California - Marshall School of Business 1986 — 1990
MBA
UC Santa Barbara 1981 — 1983
U.S. Grant High 1976 — 1979
Odeon Capital Group January 2013 - Present
Oppenheimer & Co. April 2012 - December 2012
Gleacher & Co April 2008 - April 2012
Imperial Capital, LLC April 1998 - April 2008
Merrill Lynch August 1985 - February 1998
Education
University of Southern California - Marshall School of Business 1986 — 1990
MBA
UC Santa Barbara 1981 — 1983
U.S. Grant High 1976 — 1979
Valerie Fishel's Merrill Lynch Experience January 1980 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1980 - Present
Skills
Series 7, Investment Management, Asset Management, Investments, Mutual Funds, Investment Advisory, Series 63, Series 65, Wealth Management, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Management, Marketing
Education
University of California, Santa Barbara 1973 — 1977
Bachelor of Arts (B.A.), Art History
Merrill Lynch January 1980 - Present
Skills
Series 7, Investment Management, Asset Management, Investments, Mutual Funds, Investment Advisory, Series 63, Series 65, Wealth Management, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Management, Marketing
Education
University of California, Santa Barbara 1973 — 1977
Bachelor of Arts (B.A.), Art History
james Hallman's Merrill Lynch Experience May 1991 - Present
Job Sr Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1991 - Present
Education
University of California, Santa Barbara
Merrill Lynch May 1991 - Present
Education
University of California, Santa Barbara
Blake Robins's Merrill Lynch Experience March 2009 - December 2009
Job Client Services Broker at TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities September 2010 - Present
Merrill Lynch March 2009 - December 2009
Education
University of Central Florida 2004 — 2008
Bachelors, Finance
TradeStation Securities September 2010 - Present
Merrill Lynch March 2009 - December 2009
Education
University of Central Florida 2004 — 2008
Bachelors, Finance
Christopher You's Merrill Lynch Experience 2010 - December 2013
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. December 2013 - Present
Merrill Lynch 2010 - December 2013
AXA Advisors 2009 - 2010
G.E.S. Academy 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2006
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics
J.P. Morgan Chase Bank N.A. December 2013 - Present
Merrill Lynch 2010 - December 2013
AXA Advisors 2009 - 2010
G.E.S. Academy 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2006
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics
Ryan DeGrazier's Merrill Lynch Experience July 2015 - Present
Job Portfolio Manager at Mellon Capital Management
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Mellon Capital Management March 2010 - June 2015
Mellon Capital Management September 2008 - March 2010
Skills
Portfolio Management, Equities, Quantitative Analytics, Mutual Funds, Trading, Forecasting, Management, Hedge Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Investment Management, Derivatives
Education
University of California, Santa Barbara 2006 — 2008
Economics, Economics w/ Emphasis in Business Economics
University of California, Santa Barbara 2003 — 2007
Economics, Mechanical Engineering (COE) Honors Program
Torrey Pines High School 1999 — 2003
Merrill Lynch July 2015 - Present
Mellon Capital Management March 2010 - June 2015
Mellon Capital Management September 2008 - March 2010
Skills
Portfolio Management, Equities, Quantitative Analytics, Mutual Funds, Trading, Forecasting, Management, Hedge Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Investment Management, Derivatives
Education
University of California, Santa Barbara 2006 — 2008
Economics, Economics w/ Emphasis in Business Economics
University of California, Santa Barbara 2003 — 2007
Economics, Mechanical Engineering (COE) Honors Program
Torrey Pines High School 1999 — 2003
Jason Norrish's Merrill Lynch Experience May 2007 - November 2010
Job Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors January 2013 - June 2013
Wells Fargo Advisors June 2011 - January 2013
Merrill Lynch May 2007 - November 2010
Morgan Stanley Smith Barney March 1997 - May 2007
Education
University of California, Santa Barbara 1993 — 1995
BS, Psychology
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors January 2013 - June 2013
Wells Fargo Advisors June 2011 - January 2013
Merrill Lynch May 2007 - November 2010
Morgan Stanley Smith Barney March 1997 - May 2007
Education
University of California, Santa Barbara 1993 — 1995
BS, Psychology
Enrique Ulloa's Merrill Lynch Experience April 2007 - June 2011
Job Financial Advisor at Citi
Industry Financial Services
Experience
Citi Personal Wealth Management July 2011 - Present
Merrill Lynch April 2007 - June 2011
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Uniform Combined State..., Series 65, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Securities, Investments, Alternative Investments, IRAs, Financial Advisory, ETFs, Bonds, FINRA, Wealth Management..., Wealth, 401k, Series 6
Education
UC Santa Barbara
Citi Personal Wealth Management July 2011 - Present
Merrill Lynch April 2007 - June 2011
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Uniform Combined State..., Series 65, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Securities, Investments, Alternative Investments, IRAs, Financial Advisory, ETFs, Bonds, FINRA, Wealth Management..., Wealth, 401k, Series 6
Education
UC Santa Barbara
Richard Redoglia's Merrill Lynch Experience June 1985 - July 2000
Job Business Development at NEO Markets
Industry Oil & Energy
Experience
NEO Markets July 2015 - Present
Global Energy Horizons 2004 - Present
ABN AMRO Bank N.V. August 2000 - September 2002
Merrill Lynch June 1985 - July 2000
Agra, Gill and Duffus July 1983 - June 1985
Tosco Corporation March 1981 - June 1983
Tosco Corporation June 1980 - March 1981
Skills
Trading, Derivatives, Commodity, Risk Management, Mergers & Acquisitions, Commodity Markets, Due Diligence, Hedging, Corporate Finance, Options, Energy, Business Strategy, Financial Structuring, Management Consulting, Equities, Asset Management, Valuation, Project Finance, Private Equity, Business Development
Education
University of California, Santa Barbara 1977 — 1980
B.A. Business Economics, Business Economics
NEO Markets July 2015 - Present
Global Energy Horizons 2004 - Present
ABN AMRO Bank N.V. August 2000 - September 2002
Merrill Lynch June 1985 - July 2000
Agra, Gill and Duffus July 1983 - June 1985
Tosco Corporation March 1981 - June 1983
Tosco Corporation June 1980 - March 1981
Skills
Trading, Derivatives, Commodity, Risk Management, Mergers & Acquisitions, Commodity Markets, Due Diligence, Hedging, Corporate Finance, Options, Energy, Business Strategy, Financial Structuring, Management Consulting, Equities, Asset Management, Valuation, Project Finance, Private Equity, Business Development
Education
University of California, Santa Barbara 1977 — 1980
B.A. Business Economics, Business Economics
Lisa Braswell's Merrill Lynch Experience March 2006 - September 2007
Job Executive Assistant at Spencer Stuart
Industry Management Consulting
Experience
Spencer Stuart August 2015 - Present
Spencer Stuart August 2015 - Present
NASDAQ December 2007 - August 2015
Merrill Lynch March 2006 - September 2007
Goldman Sachs June 1998 - June 2005
Skills
Capital Markets, Hedge Funds, Equities, Fixed Income, Series 7, Investor Relations, Microsoft Office, Securities, Investments, Project Management, Account Management, Microsoft Excel, Financial Markets, Vendor Management, Series 63, Corporate Communications, Customer Service, Mergers & Acquisitions, Management, Corporate Finance
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (BA), Psychology
Spencer Stuart August 2015 - Present
Spencer Stuart August 2015 - Present
NASDAQ December 2007 - August 2015
Merrill Lynch March 2006 - September 2007
Goldman Sachs June 1998 - June 2005
Skills
Capital Markets, Hedge Funds, Equities, Fixed Income, Series 7, Investor Relations, Microsoft Office, Securities, Investments, Project Management, Account Management, Microsoft Excel, Financial Markets, Vendor Management, Series 63, Corporate Communications, Customer Service, Mergers & Acquisitions, Management, Corporate Finance
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (BA), Psychology
Spencer Siino's Merrill Lynch Experience April 2005 - April 2007
Job President at J.E.P. Capital, Inc.
Industry Insurance
Experience
J.E.P. Capital, Inc. December 2009 - Present
CreditSights May 2007 - November 2009
Merrill Lynch April 2005 - April 2007
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jesuit High School 1994 — 1998
J.E.P. Capital, Inc. December 2009 - Present
CreditSights May 2007 - November 2009
Merrill Lynch April 2005 - April 2007
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jesuit High School 1994 — 1998
Chris Hansen's Merrill Lynch Experience 2005 - 2012
Job Angelo, Gordon & Co
Industry Financial Services
Experience
Angelo, Gordon & Co. March 2014 - Present
Bank of America Merrill Lynch 2009 - Present
Bank of America 2006 - 2012
Bank of America Merrill Lynch 2006 - 2012
Bank of America Merrill Lynch 2005 - 2012
Merrill Lynch 2005 - 2012
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Bank of America 2003 - 2005
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), History
Greenwich High School
Angelo, Gordon & Co. March 2014 - Present
Bank of America Merrill Lynch 2009 - Present
Bank of America 2006 - 2012
Bank of America Merrill Lynch 2006 - 2012
Bank of America Merrill Lynch 2005 - 2012
Merrill Lynch 2005 - 2012
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Bank of America 2003 - 2005
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), History
Greenwich High School
Douglas Amstutz's Merrill Lynch Experience 2009 - Present
Job Resident DirectorWealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
Education
UCSB 1969 — 1973
Merrill Lynch 2009 - Present
Education
UCSB 1969 — 1973
Jordan Strong's Merrill Lynch Experience May 2011 - August 2011
Job Associate Credit Risk Analyst at Depository Trust and Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation May 2015 - Present
The Depository Trust & Clearing Corporation August 2014 - May 2015
Office of the Comptroller of the Currency June 2012 - August 2014
Merrill Lynch May 2011 - August 2011
Skills
Banking, Commercial Banking, Retail Banking, Regulatory Requirements, Finance, Investments, Credit Analysis, Credit Risk, Capital Markets, Financial Risk, Portfolio Management, Financial Analysis, Securities, Liquidity Management, Liquidity Risk, Financial Institutions, Credit
Education
University of Central Arkansas 2008 — 2012
Bachelor of Business Administration (BBA), Finance
The Depository Trust & Clearing Corporation May 2015 - Present
The Depository Trust & Clearing Corporation August 2014 - May 2015
Office of the Comptroller of the Currency June 2012 - August 2014
Merrill Lynch May 2011 - August 2011
Skills
Banking, Commercial Banking, Retail Banking, Regulatory Requirements, Finance, Investments, Credit Analysis, Credit Risk, Capital Markets, Financial Risk, Portfolio Management, Financial Analysis, Securities, Liquidity Management, Liquidity Risk, Financial Institutions, Credit
Education
University of Central Arkansas 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Christine Marcano's Merrill Lynch Experience 2012 - Present
Job Student at University of Central Florida
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Education
University of Central Florida 2013 — 2016
Bachelor of Arts (B.A.), Finance, General
Merrill Lynch 2012 - Present
Education
University of Central Florida 2013 — 2016
Bachelor of Arts (B.A.), Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank