Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Amy Lund Amy Lund's Merrill Lynch Experience November 2012 - June 2013
Job Product Manager at Sugarlabs.me
Industry Online Media
Experience
Sugarlabs.me April 2014 - Present
WhatShesReallyThinking.com April 2012 - August 2014
Merrill Lynch November 2012 - June 2013
Wells Fargo April 2001 - October 2012
Skills
Sales Management, New Business Development, Relationship Management, Business Development, Wealth Management, Portfolio Management, Financial Services, Banking, Credit, Mortgage Lending, Finance, Investments, Loans, Series 7, Social Media, Entrepreneurship, Leadership, Social Media Marketing, Personal Development, Management, Marketing Strategy, Marketing, Start-ups, Sales, Product Management
Education
University of Colorado Boulder 1993 — 1997
BA, Fine Arts, Photography
Sugarlabs.me April 2014 - Present
WhatShesReallyThinking.com April 2012 - August 2014
Merrill Lynch November 2012 - June 2013
Wells Fargo April 2001 - October 2012
Skills
Sales Management, New Business Development, Relationship Management, Business Development, Wealth Management, Portfolio Management, Financial Services, Banking, Credit, Mortgage Lending, Finance, Investments, Loans, Series 7, Social Media, Entrepreneurship, Leadership, Social Media Marketing, Personal Development, Management, Marketing Strategy, Marketing, Start-ups, Sales, Product Management
Education
University of Colorado Boulder 1993 — 1997
BA, Fine Arts, Photography
John Pierce's Merrill Lynch Experience May 1993 - August 2006
Job Managing Partner, National Sales at AdvisorLoans
Industry Financial Services
Experience
AdvisorLoans June 2015 - Present
John Pierce Consulting August 2014 - June 2015
Ameriprise Financial Services, Inc. June 2008 - August 2014
John Pierce Consulting August 2006 - June 2008
Merrill Lynch May 1993 - August 2006
Progressive Daycare Centers, Inc. December 1986 - May 1993
Skills
Recruiting, Leadership, Strategy, Business Development, Training, Management, Finance, Sourcing, Coaching, Marketing, Change Management, Consulting, Sales, Banking, Management Consulting, Executive Management, Business Planning, Business Strategy, Sales Management, Team Building, Start-ups
Education
University of London 2004 — 2006
MBA, International Finance and Management
University of Cincinnati College of Business 1982 — 1986
BBA, Marketing and Management
AdvisorLoans June 2015 - Present
John Pierce Consulting August 2014 - June 2015
Ameriprise Financial Services, Inc. June 2008 - August 2014
John Pierce Consulting August 2006 - June 2008
Merrill Lynch May 1993 - August 2006
Progressive Daycare Centers, Inc. December 1986 - May 1993
Skills
Recruiting, Leadership, Strategy, Business Development, Training, Management, Finance, Sourcing, Coaching, Marketing, Change Management, Consulting, Sales, Banking, Management Consulting, Executive Management, Business Planning, Business Strategy, Sales Management, Team Building, Start-ups
Education
University of London 2004 — 2006
MBA, International Finance and Management
University of Cincinnati College of Business 1982 — 1986
BBA, Marketing and Management
Dennis MacDonald Dennis MacDonald's Merrill Lynch Experience January 1991 - September 1995
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group January 2012 - Present
Congress Asset Management November 2010 - January 2012
Trust Company of the West May 2008 - September 2010
John Hancock Funds February 2001 - April 2008
Lord Abbett & Co. LLC January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial) September 1995 - December 1997
Merrill Lynch January 1991 - September 1995
Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63
Education
University of Colorado at Boulder 1986 — 1990
Bachelor's degree, Bachelor of Arts
Cherry Creek High School 1983 — 1986
Delaware Investments, a member of the Macquarie Group January 2012 - Present
Congress Asset Management November 2010 - January 2012
Trust Company of the West May 2008 - September 2010
John Hancock Funds February 2001 - April 2008
Lord Abbett & Co. LLC January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial) September 1995 - December 1997
Merrill Lynch January 1991 - September 1995
Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63
Education
University of Colorado at Boulder 1986 — 1990
Bachelor's degree, Bachelor of Arts
Cherry Creek High School 1983 — 1986
Jingjing Wang's Merrill Lynch Experience February 2012 - May 2012
Job International Relations Specialist for Asia Pacific at Baxter International Inc.
Industry Medical Devices
Experience
Baxter International Inc. July 2014 - Present
Target 2012 - 2014
Merrill Lynch February 2012 - May 2012
Yak Academy September 2010 - January 2012
The People's Hospital, Ningbo, China March 2003 - March 2004
Skills
Leadership, Store Operations, Inventory Management, Customer Service, Time Management, Recruiting, Talent Management, Human Resources, Talent Acquisition, Public Speaking, Event Planning, sales and marketing, training and development, relationship building, Problem Solving, Business Development, Critical Thinking, Management, Team Leadership, Marketing, Strategic Planning, Team Building, Data Analysis
Education
University of Colorado Colorado Springs 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Business
University of Taizhou, China
Bachelor of Science, Nursing Administration
Baxter International Inc. July 2014 - Present
Target 2012 - 2014
Merrill Lynch February 2012 - May 2012
Yak Academy September 2010 - January 2012
The People's Hospital, Ningbo, China March 2003 - March 2004
Skills
Leadership, Store Operations, Inventory Management, Customer Service, Time Management, Recruiting, Talent Management, Human Resources, Talent Acquisition, Public Speaking, Event Planning, sales and marketing, training and development, relationship building, Problem Solving, Business Development, Critical Thinking, Management, Team Leadership, Marketing, Strategic Planning, Team Building, Data Analysis
Education
University of Colorado Colorado Springs 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Business
University of Taizhou, China
Bachelor of Science, Nursing Administration
Monique Mitchell Monique Mitchell's Merrill Lynch Experience September 2007 - December 2007
Job Software Engineer at MapQuest
Industry Computer Software
Experience
MapQuest Software Engineering InternReturn PathMay 2014 - August 2014
University of Colorado Boulder August 2012 - May 2014
Lycée François Truffaut October 2011 - April 2012
Navarro Research and Engineering October 2008 - June 2011
Norris Associates September 2007 - May 2008
Merrill Lynch September 2007 - December 2007
Westmont College September 2004 - May 2007
Universidad de Sevilla January 2006 - May 2006
Skills
Spanish, French, University Teaching, Python, Perl, SQL, PHP, C++, Regular Expressions, Unix, Grep, Women's Issues, Java, Tutoring, Teaching, Curriculum Development, Research, Curriculum Design, Higher Education, Student Affairs, College Teaching, Adult Education, Academic Advising, Project Management, Event Planning, Oracle SQL Developer
Education
University of Colorado Boulder 2012 — 2014
Master's Degree, Hispanic Linguistics & Computer Science
Westmont College 2004 — 2007
Bachelor's Degree, Communication and Media Studies
MapQuest Software Engineering InternReturn PathMay 2014 - August 2014
University of Colorado Boulder August 2012 - May 2014
Lycée François Truffaut October 2011 - April 2012
Navarro Research and Engineering October 2008 - June 2011
Norris Associates September 2007 - May 2008
Merrill Lynch September 2007 - December 2007
Westmont College September 2004 - May 2007
Universidad de Sevilla January 2006 - May 2006
Skills
Spanish, French, University Teaching, Python, Perl, SQL, PHP, C++, Regular Expressions, Unix, Grep, Women's Issues, Java, Tutoring, Teaching, Curriculum Development, Research, Curriculum Design, Higher Education, Student Affairs, College Teaching, Adult Education, Academic Advising, Project Management, Event Planning, Oracle SQL Developer
Education
University of Colorado Boulder 2012 — 2014
Master's Degree, Hispanic Linguistics & Computer Science
Westmont College 2004 — 2007
Bachelor's Degree, Communication and Media Studies
Erin Westphal's Merrill Lynch Experience 2001 - Present
Job
Industry Financial Services
Experience
Merrill Lynch 2001 - Present
aQuantive 1999 - 2001
Publicis Advertising 1998 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows
Education
Western Washington University 1993 — 1997
Bachelor of Business Administration (BBA), Finance and Marketing
University of Cologne 1996 — 1996
Bachelor of Business Administration (BBA), International Business
Merrill Lynch 2001 - Present
aQuantive 1999 - 2001
Publicis Advertising 1998 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows
Education
Western Washington University 1993 — 1997
Bachelor of Business Administration (BBA), Finance and Marketing
University of Cologne 1996 — 1996
Bachelor of Business Administration (BBA), International Business
Fritz Stahmer's Merrill Lynch Experience November 1996 - February 2003
Job Denver Sales Director
Industry Marketing and Advertising
Experience
DoBizLo September 2015 - Present
DoBizLo February 2015 - Present
YAC August 2014 - February 2015
MIX 100/KOOL 105/THE WOLF February 2011 - August 2014
U.S. Bank January 2007 - February 2011
WR Starkey Mortgage March 2006 - December 2006
Team Lending Concepts March 2003 - March 2006
Merrill Lynch November 1996 - February 2003
Century Broadcasting of Colorado December 1988 - October 1996
Skills
Highly motivated,..., Excellent probing,..., Sales, Sales Management, Customer-focused Service, Digital Media, Sales Presentations, Advertising, Business Development, Public Speaking, Online Marketing, Coaching, Strategic Partnerships, Advertising Sales, Small Business, Time Management, Marketing Communications, Event Planning, Digital Marketing, Public Relations, Social Networking, Radio, Budgets, Social Media, Online Advertising
Education
University of Colorado Boulder
Bachelor's degree, Broadcast Journalism
DoBizLo September 2015 - Present
DoBizLo February 2015 - Present
YAC August 2014 - February 2015
MIX 100/KOOL 105/THE WOLF February 2011 - August 2014
U.S. Bank January 2007 - February 2011
WR Starkey Mortgage March 2006 - December 2006
Team Lending Concepts March 2003 - March 2006
Merrill Lynch November 1996 - February 2003
Century Broadcasting of Colorado December 1988 - October 1996
Skills
Highly motivated,..., Excellent probing,..., Sales, Sales Management, Customer-focused Service, Digital Media, Sales Presentations, Advertising, Business Development, Public Speaking, Online Marketing, Coaching, Strategic Partnerships, Advertising Sales, Small Business, Time Management, Marketing Communications, Event Planning, Digital Marketing, Public Relations, Social Networking, Radio, Budgets, Social Media, Online Advertising
Education
University of Colorado Boulder
Bachelor's degree, Broadcast Journalism
James Fitzgerald, III's Merrill Lynch Experience June 2010 - June 2011
Job Producer and Photographer at Ransom Ltd.
Industry Photography
Experience
Ransom Limited 2011 - Present
Merrill Lynch June 2010 - June 2011
Starbucks Coffee Company April 2006 - May 2010
ColdWater Media November 2004 - December 2005
Skills
Market Research, Sales, Product Placement, Customer Service, Project Management, Media Production, Financial Services, Social Media Marketing, Social Media, Advertising, Photoshop, Digital Photography, Graphic Design, Adobe Creative Suite, Blogging, Social Networking, Leadership, Creative Direction, Photography, Public Speaking, Management
Education
University of North Florida 2007 — 2008
B.A., Business Administration, Marketing
University of Colorado Colorado Springs 2004 — 2007
Business Administration, Marketing
Ransom Limited 2011 - Present
Merrill Lynch June 2010 - June 2011
Starbucks Coffee Company April 2006 - May 2010
ColdWater Media November 2004 - December 2005
Skills
Market Research, Sales, Product Placement, Customer Service, Project Management, Media Production, Financial Services, Social Media Marketing, Social Media, Advertising, Photoshop, Digital Photography, Graphic Design, Adobe Creative Suite, Blogging, Social Networking, Leadership, Creative Direction, Photography, Public Speaking, Management
Education
University of North Florida 2007 — 2008
B.A., Business Administration, Marketing
University of Colorado Colorado Springs 2004 — 2007
Business Administration, Marketing
Corey Leff Corey Leff's Merrill Lynch Experience June 2000 - September 2000
Job Director, MultiFamily Housing at Chandler Pratt and Partners
Industry Real Estate
Experience
Chandler Pratt and Partners March 2011 - Present
RYCOR Group, LLC September 2008 - Present
Simpson Housing May 2002 - May 2007
Merrill Lynch June 2000 - September 2000
Skills
Dispositions, Apartments, Entitlements, Underwriting, Residential, Disposition, Residential Homes, Real Estate, Project Planning, Due Diligence, Construction Management, Commercial Real Estate, Investment Properties, Real Estate Development, Affordable Housing, Real Estate Financing, Land Acquisition, Real Estate Economics, Property, Property Management, Asset Management, Leases, Mergers & Acquisitions, Finance, Location Intelligence, Sellers, Construction, Financial Modeling, Real Estate Transactions, Tenant, Acquisitions, Negotiation, Brokerage, REO
Education
University of Southern California - School of Policy, Planning, and Development 2007 — 2008
Master of Real Estate Development
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science Business Administration
Instituto Internacional - Madrid, Spain 2000 — 2000
Agoura High School 1994 — 1997
Chandler Pratt and Partners March 2011 - Present
RYCOR Group, LLC September 2008 - Present
Simpson Housing May 2002 - May 2007
Merrill Lynch June 2000 - September 2000
Skills
Dispositions, Apartments, Entitlements, Underwriting, Residential, Disposition, Residential Homes, Real Estate, Project Planning, Due Diligence, Construction Management, Commercial Real Estate, Investment Properties, Real Estate Development, Affordable Housing, Real Estate Financing, Land Acquisition, Real Estate Economics, Property, Property Management, Asset Management, Leases, Mergers & Acquisitions, Finance, Location Intelligence, Sellers, Construction, Financial Modeling, Real Estate Transactions, Tenant, Acquisitions, Negotiation, Brokerage, REO
Education
University of Southern California - School of Policy, Planning, and Development 2007 — 2008
Master of Real Estate Development
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science Business Administration
Instituto Internacional - Madrid, Spain 2000 — 2000
Agoura High School 1994 — 1997
Jake Allan Jake Allan's Merrill Lynch Experience May 2013 - August 2013
Job Account Coordinator at Media Design Group
Industry Marketing and Advertising
Experience
Media Design Group June 2015 - Present
University of Colorado Boulder August 2011 - May 2015
Temple Grandin School January 2015 - April 2015
CBS Television Studios June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Leadership, Social Networking, Event Planning, Teamwork, Research, Facebook
Education
University of Colorado Boulder 2011 — 2015
Marketing
University of Colorado Boulder 2011 — 2015
Bachelor of Applied Science (BASc), Marketing
Media Design Group June 2015 - Present
University of Colorado Boulder August 2011 - May 2015
Temple Grandin School January 2015 - April 2015
CBS Television Studios June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Leadership, Social Networking, Event Planning, Teamwork, Research, Facebook
Education
University of Colorado Boulder 2011 — 2015
Marketing
University of Colorado Boulder 2011 — 2015
Bachelor of Applied Science (BASc), Marketing
Melissa (Melissa Ryan) Tatham Melissa (Melissa Ryan) Tatham's Merrill Lynch Experience November 2004 - November 2008
Job Sr. Manager, Customer Marketing at Jama Software
Industry Computer Software
Experience
Jama Software May 2015 - Present
Jama Software February 2014 - Present
Merrill Lynch November 2004 - November 2008
Merrill Lynch March 2004 - November 2004
Merrill Lynch March 2000 - March 2004
Merrill Lynch April 1999 - March 2000
U.S. News & World Report May 1998 - January 1999
Prudential Financial March 1997 - May 1998
Xceed Motivation June 1995 - July 1997
Skills
Entrepreneurship, Strategic Planning, New Business Development, Business Strategy, Start-ups, Small Business, Event Management, Contract Negotiation, Budgets, Event Planning, Project Management, Marketing, Business Development, Management, Sales, Team Building, Sales Management, Negotiation, Marketing Strategy, Leadership, Marketing Communications
Education
University of Colorado Boulder 1990 — 1995
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Jama Software May 2015 - Present
Jama Software February 2014 - Present
Merrill Lynch November 2004 - November 2008
Merrill Lynch March 2004 - November 2004
Merrill Lynch March 2000 - March 2004
Merrill Lynch April 1999 - March 2000
U.S. News & World Report May 1998 - January 1999
Prudential Financial March 1997 - May 1998
Xceed Motivation June 1995 - July 1997
Skills
Entrepreneurship, Strategic Planning, New Business Development, Business Strategy, Start-ups, Small Business, Event Management, Contract Negotiation, Budgets, Event Planning, Project Management, Marketing, Business Development, Management, Sales, Team Building, Sales Management, Negotiation, Marketing Strategy, Leadership, Marketing Communications
Education
University of Colorado Boulder 1990 — 1995
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Katherine Northrup Katherine Northrup's Merrill Lynch Experience June 2014 - August 2014
Job Marketing Intern at Elevations Credit Union
Industry Marketing and Advertising
Experience
Leeds School of Business January 2015 - Present
Elevations Credit Union June 2015 - August 2015
St Julien Hotel & Spa October 2014 - January 2015
Merrill Lynch June 2014 - August 2014
Oswego Lake Country Club June 2013 - August 2013
Trainer's Club September 2011 - July 2012
Skills
Outlook, Salesforce.com, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, WealthOutlook
Education
University of Colorado Boulder 2012 — 2016
Double Degree of Finance and Marketing
Lakeridge High School 2008 — 2012
High School Degree
Leeds School of Business January 2015 - Present
Elevations Credit Union June 2015 - August 2015
St Julien Hotel & Spa October 2014 - January 2015
Merrill Lynch June 2014 - August 2014
Oswego Lake Country Club June 2013 - August 2013
Trainer's Club September 2011 - July 2012
Skills
Outlook, Salesforce.com, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, WealthOutlook
Education
University of Colorado Boulder 2012 — 2016
Double Degree of Finance and Marketing
Lakeridge High School 2008 — 2012
High School Degree
Paul Neumann's Merrill Lynch Experience November 2007 - June 2014
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
CFA Institute September 2014 - July 2015
Merrill Lynch November 2007 - June 2014
Saxo Bank 2006 - 2007
Wells Fargo 2002 - 2006
Boy Scouts of America March 1994 - June 1998
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Wealth Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Private Equity, Options, FX Options, Investments, Risk Management, Valuation
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management June 2014 - Present
CFA Institute September 2014 - July 2015
Merrill Lynch November 2007 - June 2014
Saxo Bank 2006 - 2007
Wells Fargo 2002 - 2006
Boy Scouts of America March 1994 - June 1998
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Wealth Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Private Equity, Options, FX Options, Investments, Risk Management, Valuation
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Economics
Alicia Singer Alicia Singer's Merrill Lynch Experience December 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Financial Planning Association of Puget Sound 2013 - Present
HNTB 2000 - 2001
Cech Design 1996 - 2001
O'Reilly Media 1998 - 2000
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Succession Planning, Financial Advisory, Investments, Retirement, Finance
Education
College for Financial Planning
Professional, Financial Planning
University of Colorado at Boulder
Bachelor of Arts
Merrill Lynch December 2013 - Present
Financial Planning Association of Puget Sound 2013 - Present
HNTB 2000 - 2001
Cech Design 1996 - 2001
O'Reilly Media 1998 - 2000
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Succession Planning, Financial Advisory, Investments, Retirement, Finance
Education
College for Financial Planning
Professional, Financial Planning
University of Colorado at Boulder
Bachelor of Arts
Matthew Schwarz, CFP®'s Merrill Lynch Experience Co-OwnerBarnes & Associates Real Estate InvestmentsAugust 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Co-OwnerBarnes & Associates Real Estate InvestmentsAugust 2007 - Present
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities
Education
University of Colorado Boulder 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Woodbridge high 1998 — 2002
Merrill Lynch Co-OwnerBarnes & Associates Real Estate InvestmentsAugust 2007 - Present
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities
Education
University of Colorado Boulder 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Woodbridge high 1998 — 2002
Jordan Cevaal Jordan Cevaal's Merrill Lynch Experience May 2011 - August 2011
Job Internal Auditor at TransFirst
Industry Insurance
Experience
TransFirst August 2015 - Present
TransFirst March 2014 - August 2015
University of Colorado Boulder September 2009 - December 2013
Cevaal Insurance Agency, Inc. June 2005 - January 2013
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics
TransFirst August 2015 - Present
TransFirst March 2014 - August 2015
University of Colorado Boulder September 2009 - December 2013
Cevaal Insurance Agency, Inc. June 2005 - January 2013
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics
Kyle Benton Kyle Benton's Merrill Lynch Experience October 2012 - October 2013
Job Regional Marketing Specialist
Industry Financial Services
Experience
AIG Retirement Services October 2013 - Present
Merrill Lynch October 2012 - October 2013
Asylum entertainment July 2011 - September 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Customer Service, Research, Financial Modeling, Banking, Public Speaking, Strategic Planning, Budgets, Finance, Coaching, Salesforce.com
Education
University of Colorado Boulder 2009 — 2011
Bachelor of Arts (BA), Communication, General
AIG Retirement Services October 2013 - Present
Merrill Lynch October 2012 - October 2013
Asylum entertainment July 2011 - September 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Customer Service, Research, Financial Modeling, Banking, Public Speaking, Strategic Planning, Budgets, Finance, Coaching, Salesforce.com
Education
University of Colorado Boulder 2009 — 2011
Bachelor of Arts (BA), Communication, General
Dan Botti Dan Botti's Merrill Lynch Experience April 1984 - June 2001
Job Registered Investment Adviser Peregrine
Industry Investment Management
Experience
Peregrine Asset Advisers July 2001 - Present
Merrill Lynch April 1984 - June 2001
Skills
As a prudent,..., Investments, 401k, Strategic Planning, Investment Management, Equities, Alternative Investments, Marketing, Asset Managment
Education
University of Colorado Boulder 1978 — 1982
BA Cum Laude, Economics
Peregrine Asset Advisers July 2001 - Present
Merrill Lynch April 1984 - June 2001
Skills
As a prudent,..., Investments, 401k, Strategic Planning, Investment Management, Equities, Alternative Investments, Marketing, Asset Managment
Education
University of Colorado Boulder 1978 — 1982
BA Cum Laude, Economics
Susan Glow Susan Glow's Merrill Lynch Experience January 2001 - January 2002
Job Asset manager
Industry Financial Services
Experience
Self Employed April 2006 - Present
BSW Wealth Partners January 2002 - April 2006
Merrill Lynch January 2001 - January 2002
Skills
Entrepreneurial Finance, Venture Capital, Asset Management, Portfolio Management, Start-up Ventures, Due Diligence, Private Equity, International Finance, Asset Allocation, Investment Management, Investor Relations, Angel Investing, Strategic Financial..., Finance, Management, Investments, Financial Advisory, Wealth Management, Financial Modeling, Strategic Planning, Start-ups, Investment Advisory, Financial Analysis, Financial Planning, Mergers
Education
University of Colorado at Boulder 1998 — 2000
Master of Business Administration, Entrepreneurship/Entrepreneurial Studies
University of Colorado at Boulder 1990 — 1994
Bachelor of Arts (B.A.), International Relations and Affairs
Scuola di Amministrazione Aziendale Torino
International Business, Italian language
Self Employed April 2006 - Present
BSW Wealth Partners January 2002 - April 2006
Merrill Lynch January 2001 - January 2002
Skills
Entrepreneurial Finance, Venture Capital, Asset Management, Portfolio Management, Start-up Ventures, Due Diligence, Private Equity, International Finance, Asset Allocation, Investment Management, Investor Relations, Angel Investing, Strategic Financial..., Finance, Management, Investments, Financial Advisory, Wealth Management, Financial Modeling, Strategic Planning, Start-ups, Investment Advisory, Financial Analysis, Financial Planning, Mergers
Education
University of Colorado at Boulder 1998 — 2000
Master of Business Administration, Entrepreneurship/Entrepreneurial Studies
University of Colorado at Boulder 1990 — 1994
Bachelor of Arts (B.A.), International Relations and Affairs
Scuola di Amministrazione Aziendale Torino
International Business, Italian language
Mariana Isabel Eraso-Brewer Mariana Isabel Eraso-Brewer's Merrill Lynch Experience September 2013 - Present
Job Client Associate at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch September 2013 - Present
Motherlode Provisions January 2013 - May 2013
Skills
Market Research, Photoshop, Microsoft Office, Social Media, Spanish, Marketing, Advertising, Customer Service, Microsoft Word, Leadership, Management, Microsoft Excel, PowerPoint, Social Media Marketing, Teamwork
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch September 2013 - Present
Motherlode Provisions January 2013 - May 2013
Skills
Market Research, Photoshop, Microsoft Office, Social Media, Spanish, Marketing, Advertising, Customer Service, Microsoft Word, Leadership, Management, Microsoft Excel, PowerPoint, Social Media Marketing, Teamwork
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Brandon W. Broll, CFA Brandon W. Broll, CFA's Merrill Lynch Experience 1996 - 1998
Job Multifamily Real Estate Investments
Industry Real Estate
Experience
Broll Investments, Inc. 2009 - Present
Bronco Commercial Real Estate Investments 2004 - 2009
Silverwood Commercial Real Estate Investments 2002 - 2005
Northern Trust Bank 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Debt Restructuring, Valuation, Financial Modeling, Credit Analysis, Financial Markets, Due Diligence, DCF, Corporate Finance, Project Finance, Financial Analysis, Investments, Private Equity, Debt, Asset Management, Cash Flow, Structured Finance, Renewable Energy, Capital, Capital Markets, Equities, Equity Research, Business Valuation, Portfolio Management, Industry Analysis, Syndications, Stock Market, Commercial Real Estate, Real Estate, Mergers & Acquisitions, Investment Properties, Disposition, Asset Managment, Apartments, Competitive Analysis, Real Estate Development, Analysis, Start-ups, Real Estate Financing, Negotiation
Education
University of San Francisco - Masagung Graduate School of Management 2001 — 2002
MBA, Finance, 4.0
CFA Institute 1998 — 2002
CFA Charterholder
University of Colorado at Boulder 1992 — 1996
BA, Economics
Campolindo High School 1988 — 1992
Moraga, CA
Broll Investments, Inc. 2009 - Present
Bronco Commercial Real Estate Investments 2004 - 2009
Silverwood Commercial Real Estate Investments 2002 - 2005
Northern Trust Bank 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Debt Restructuring, Valuation, Financial Modeling, Credit Analysis, Financial Markets, Due Diligence, DCF, Corporate Finance, Project Finance, Financial Analysis, Investments, Private Equity, Debt, Asset Management, Cash Flow, Structured Finance, Renewable Energy, Capital, Capital Markets, Equities, Equity Research, Business Valuation, Portfolio Management, Industry Analysis, Syndications, Stock Market, Commercial Real Estate, Real Estate, Mergers & Acquisitions, Investment Properties, Disposition, Asset Managment, Apartments, Competitive Analysis, Real Estate Development, Analysis, Start-ups, Real Estate Financing, Negotiation
Education
University of San Francisco - Masagung Graduate School of Management 2001 — 2002
MBA, Finance, 4.0
CFA Institute 1998 — 2002
CFA Charterholder
University of Colorado at Boulder 1992 — 1996
BA, Economics
Campolindo High School 1988 — 1992
Moraga, CA
Ike Wilmeth, CLU®, ChFC® Ike Wilmeth, CLU®, ChFC®'s Merrill Lynch Experience June 1999 - August 2000
Job Field Sales Associate at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance October 2007 - Present
Curian Capital, LLC January 2006 - September 2007
Jackson National Life Distributors, Inc January 2003 - January 2006
Jackson National Life Distributors, Inc August 2000 - January 2003
Merrill Lynch June 1999 - August 2000
Skills
Sales Management, Wholesale Distribution, Investment Management, Wholesale, Mutual Funds, Investments, Fixed Annuities, Life Insurance, Wealth Management, Financial Advisory, Investment Strategies, Financial Services, Sales, Series 63, Series 7, Retirement Planning, Retirement, Series 6, 401k, Separately Managed..., Banking, Selling, Insurance, IRAs, Financial Planners, Disability Insurance, Variable Annuities
Education
University of Colorado Boulder 1994 — 1999
BA, Economics, International Spanish Business
Wheat Ridge HS 1990 — 1994
State Farm Insurance October 2007 - Present
Curian Capital, LLC January 2006 - September 2007
Jackson National Life Distributors, Inc January 2003 - January 2006
Jackson National Life Distributors, Inc August 2000 - January 2003
Merrill Lynch June 1999 - August 2000
Skills
Sales Management, Wholesale Distribution, Investment Management, Wholesale, Mutual Funds, Investments, Fixed Annuities, Life Insurance, Wealth Management, Financial Advisory, Investment Strategies, Financial Services, Sales, Series 63, Series 7, Retirement Planning, Retirement, Series 6, 401k, Separately Managed..., Banking, Selling, Insurance, IRAs, Financial Planners, Disability Insurance, Variable Annuities
Education
University of Colorado Boulder 1994 — 1999
BA, Economics, International Spanish Business
Wheat Ridge HS 1990 — 1994
A. Brent Cunningham's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Education
University of Nevada-Reno 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 1998 — 2002
Bachelor's Degree, Economics
Merrill Lynch 2011 - Present
Education
University of Nevada-Reno 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 1998 — 2002
Bachelor's Degree, Economics
Chris Bittman Chris Bittman's Merrill Lynch Experience 1988 - 1991
Job Partner at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners 2009 - Present
Colorado Public Television - CPT12 January 2008 - January 2015
University of Colorado Foundation 2004 - 2009
Jurika & Voyles 1991 - 2003
Merrill Lynch 1988 - 1991
Sigma Phi Epsilon 1985 - 1988
Skills
Hedge Funds, Endowments, Asset Allocation, Investments, Alternative Investments, Asset Managment, Private Equity, Equities, Portfolio Management, Fixed Income, Due Diligence, Investment Strategies, Capital Markets, Financial Analysis, Venture Capital, Outsourced Chief..., Financial Services, Mutual Funds, Asset Management, Securities, Emerging Markets, Investment Management, Investment Advisory, Valuation, Investment Banking, Fund Of Funds, Wealth Management, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Financial Markets, Corporate Development, Funding, Mergers & Acquisitions, Financial Structuring, Investor Relations
Education
University of Colorado Boulder 1981 — 1985
Bachelor of Science (B.S.)
Cherry Creek High School
Cherry Creek High School
Cherry Creek High School
Perella Weinberg Partners 2009 - Present
Colorado Public Television - CPT12 January 2008 - January 2015
University of Colorado Foundation 2004 - 2009
Jurika & Voyles 1991 - 2003
Merrill Lynch 1988 - 1991
Sigma Phi Epsilon 1985 - 1988
Skills
Hedge Funds, Endowments, Asset Allocation, Investments, Alternative Investments, Asset Managment, Private Equity, Equities, Portfolio Management, Fixed Income, Due Diligence, Investment Strategies, Capital Markets, Financial Analysis, Venture Capital, Outsourced Chief..., Financial Services, Mutual Funds, Asset Management, Securities, Emerging Markets, Investment Management, Investment Advisory, Valuation, Investment Banking, Fund Of Funds, Wealth Management, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Financial Markets, Corporate Development, Funding, Mergers & Acquisitions, Financial Structuring, Investor Relations
Education
University of Colorado Boulder 1981 — 1985
Bachelor of Science (B.S.)
Cherry Creek High School
Cherry Creek High School
Cherry Creek High School
Gary Sinderbrand Gary Sinderbrand's Merrill Lynch Experience February 1980 - June 1999
Job Founder, Betterpath, Inc.
Industry Information Technology and Services
Experience
Betterpath, Inc. June 2015 - Present
Betterpath October 2011 - Present
Crohns & Colitis Foundation of America October 2008 - March 2012
Merrill Lynch February 1980 - June 1999
Skills
Investments, Alternative Investments, Hedge Funds, Series 7, Financial Modeling, Strategic Financial..., Wealth Management, Financial Analysis, Fundraising, Public Speaking, Marketing Strategy, Team Building, Series 63, Professional Speaker, Business Strategy, Executive Management
Education
University of Colorado at Boulder 1974 — 1978
Bachelor of Science (BS), Environmental Biology
Betterpath, Inc. June 2015 - Present
Betterpath October 2011 - Present
Crohns & Colitis Foundation of America October 2008 - March 2012
Merrill Lynch February 1980 - June 1999
Skills
Investments, Alternative Investments, Hedge Funds, Series 7, Financial Modeling, Strategic Financial..., Wealth Management, Financial Analysis, Fundraising, Public Speaking, Marketing Strategy, Team Building, Series 63, Professional Speaker, Business Strategy, Executive Management
Education
University of Colorado at Boulder 1974 — 1978
Bachelor of Science (BS), Environmental Biology
Graham Pearce, CFA, CIMA Graham Pearce, CFA, CIMA's Merrill Lynch Experience 1988 - 2003
Job Vestra Financial Group President, CEO
Industry Financial Services
Experience
Vestra Financial Group LLC 2010 - Present
Morgan Stanley Smith Barney 2003 - 2010
Merrill Lynch 1988 - 2003
Education
University of Colorado at Colorado Springs 1985 — 1987
Bachelor of Science, Business
Vestra Financial Group LLC 2010 - Present
Morgan Stanley Smith Barney 2003 - 2010
Merrill Lynch 1988 - 2003
Education
University of Colorado at Colorado Springs 1985 — 1987
Bachelor of Science, Business
Erik Cormier Erik Cormier's Merrill Lynch Experience August 2001 - December 2001
Job Managing Director at The MJC Group, Inc.
Industry Financial Services
Experience
Tied House Microbrewery and Hermitage Brewing Company September 2015 - Present
The MJC Group, Inc. September 2015 - Present
Inland Securities Corporation January 2010 - September 2015
Inland Securities Corporation February 2008 - July 2009
ATEL Securities Corporation May 2004 - November 2007
American Express Financial Advisors August 2003 - January 2004
Northstar at Tahoe October 2002 - April 2003
Merrill Lynch August 2001 - December 2001
Skills
Investments, Series 7, FINRA, Investment Properties, Alternative Investments, Marketing Strategy, Securities, Investment Advisory, 401k, Asset Management, Finance, Financial Advisory, Financial Planning, Financial Services, Investment Strategies, Leadership, Portfolio Management, Real Estate, Strategic Financial..., Strategy
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Business- Marketing
Tied House Microbrewery and Hermitage Brewing Company September 2015 - Present
The MJC Group, Inc. September 2015 - Present
Inland Securities Corporation January 2010 - September 2015
Inland Securities Corporation February 2008 - July 2009
ATEL Securities Corporation May 2004 - November 2007
American Express Financial Advisors August 2003 - January 2004
Northstar at Tahoe October 2002 - April 2003
Merrill Lynch August 2001 - December 2001
Skills
Investments, Series 7, FINRA, Investment Properties, Alternative Investments, Marketing Strategy, Securities, Investment Advisory, 401k, Asset Management, Finance, Financial Advisory, Financial Planning, Financial Services, Investment Strategies, Leadership, Portfolio Management, Real Estate, Strategic Financial..., Strategy
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Business- Marketing
Kristina Kaufmann's Merrill Lynch Experience September 2012 - February 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - February 2015
MarkWest Hydrocarbon 2011 - 2012
Southwest Generation 2009 - 2011
Self Employed January 2009 - December 2009
Spencer Edwards, Inc. January 2004 - December 2009
Education
University of Colorado 2011 — 2015
MBA
University of Colorado 2011 — 2015
M.S.
University of Colorado Boulder - Leeds School of Business 2008 — 2008
B.S.
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (B.S.)
Cherry Creek High School
Merrill Lynch September 2012 - February 2015
MarkWest Hydrocarbon 2011 - 2012
Southwest Generation 2009 - 2011
Self Employed January 2009 - December 2009
Spencer Edwards, Inc. January 2004 - December 2009
Education
University of Colorado 2011 — 2015
MBA
University of Colorado 2011 — 2015
M.S.
University of Colorado Boulder - Leeds School of Business 2008 — 2008
B.S.
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (B.S.)
Cherry Creek High School
Chester Wang Chester Wang's Merrill Lynch Experience February 2014 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
JPMorgan Chase March 2013 - February 2014
JPMorgan Chase June 2012 - February 2014
Northwestern Mutual May 2011 - November 2012
Formations LLC January 2011 - April 2011
Dot Hill Systems June 2009 - August 2009
Skills
Financial Modeling, Financial Planning, Fixed Annuities, Financial Analysis, Finance, Investments, Microsoft Office, Retirement Planning, Securities, Strategic Financial..., Valuation, Wealth Management
Education
University of Colorado at Boulder 2007 — 2011
BS (Business Administration), Finance
Peak to Peak
Merrill Lynch February 2014 - Present
JPMorgan Chase March 2013 - February 2014
JPMorgan Chase June 2012 - February 2014
Northwestern Mutual May 2011 - November 2012
Formations LLC January 2011 - April 2011
Dot Hill Systems June 2009 - August 2009
Skills
Financial Modeling, Financial Planning, Fixed Annuities, Financial Analysis, Finance, Investments, Microsoft Office, Retirement Planning, Securities, Strategic Financial..., Valuation, Wealth Management
Education
University of Colorado at Boulder 2007 — 2011
BS (Business Administration), Finance
Peak to Peak
AJ Peskuski's Merrill Lynch Experience February 2003 - March 2004
Job Sales Instructor at Allstate
Industry Insurance
Experience
Allstate August 2011 - Present
Nationwide Insurance September 2008 - January 2011
AIG American General January 2006 - October 2007
Merrill Lynch February 2003 - March 2004
US Army September 1993 - February 2002
Matot Inc. May 1989 - September 1993
Skills
Insurance, Life Insurance, Retirement Planning, Marketing, Sales, 401k, Investments, Property & Casualty..., Fixed Annuities, Long-term Care, Health Insurance, B2B, Disability Insurance, Underwriting, Commercial Insurance, Customer Service, Retirement, Asset Allocation, Term Life Insurance, Team Building, Cold Calling, Umbrella Insurance, General Insurance, Liability, Homeowners, Training, Universal Life, Leadership, Claim, Commercial Lines, Renters, Professional Liability, Casualty, Whole Life, Financial Services, Employee Benefits, Legal Liability, Casualty Insurance
Education
University of Colorado Colorado Springs 2001 — 2005
MBA, Business Administration
Western Illinois University 1989 — 1993
BA, History
Wheaton Central High School 1984 — 1989
High School Diploma
Allstate August 2011 - Present
Nationwide Insurance September 2008 - January 2011
AIG American General January 2006 - October 2007
Merrill Lynch February 2003 - March 2004
US Army September 1993 - February 2002
Matot Inc. May 1989 - September 1993
Skills
Insurance, Life Insurance, Retirement Planning, Marketing, Sales, 401k, Investments, Property & Casualty..., Fixed Annuities, Long-term Care, Health Insurance, B2B, Disability Insurance, Underwriting, Commercial Insurance, Customer Service, Retirement, Asset Allocation, Term Life Insurance, Team Building, Cold Calling, Umbrella Insurance, General Insurance, Liability, Homeowners, Training, Universal Life, Leadership, Claim, Commercial Lines, Renters, Professional Liability, Casualty, Whole Life, Financial Services, Employee Benefits, Legal Liability, Casualty Insurance
Education
University of Colorado Colorado Springs 2001 — 2005
MBA, Business Administration
Western Illinois University 1989 — 1993
BA, History
Wheaton Central High School 1984 — 1989
High School Diploma
Justin Biggs Justin Biggs's Merrill Lynch Experience January 1999 - August 2001
Job Director Colliers Global Development Solutions
Industry Real Estate
Experience
Colliers International August 2003 - Present
Frederick Ross Company August 2002 - August 2003
US Bank September 2001 - August 2002
Merrill Lynch January 1999 - August 2001
Skills
Corporate Real Estate, Real Estate Economics, Real Estate Transactions, Brokerage, Commercial Real Estate, Disposition, Financial Analysis, Leases, Location Intelligence, Real Estate, Real Estate Development, Tenant, Valuation, Property Management, Asset Management
Education
University of Colorado Denver 1999 — 2003
MBA, Finance, Entpreneurship
University of Colorado Boulder 1993 — 1997
Bachelor of Science, Finance, Economics
Colliers International August 2003 - Present
Frederick Ross Company August 2002 - August 2003
US Bank September 2001 - August 2002
Merrill Lynch January 1999 - August 2001
Skills
Corporate Real Estate, Real Estate Economics, Real Estate Transactions, Brokerage, Commercial Real Estate, Disposition, Financial Analysis, Leases, Location Intelligence, Real Estate, Real Estate Development, Tenant, Valuation, Property Management, Asset Management
Education
University of Colorado Denver 1999 — 2003
MBA, Finance, Entpreneurship
University of Colorado Boulder 1993 — 1997
Bachelor of Science, Finance, Economics
Junyi Li's Merrill Lynch Experience July 2011 - September 2011
Job Vice President of University of Cincinnati Chinese Student & Scholars Association
Industry Financial Services
Experience
University of Cincinnati-Chinese Student & Scholars Association July 2012 - July 2013
University of Cincinnati- Chinese Student & Scholars Association July 2011 - June 2012
Greater Cincinnati Chinese Chamber of Commerce March 2011 - January 2012
Merrill Lynch July 2011 - September 2011
Chinese Students & Scholars Association (CSSA) March 2010 - June 2011
University of Cincinnati, Department of Environmental Health December 2008 - March 2011
Hewlett-Packard July 2010 - September 2010
Webb - Oil & Gas May 2010 - May 2010
University of Cincinnati March 2010 - March 2010
Skills
Microsoft Office, R, PowerPoint, Event Planning, Customer Service, English, SPSS, Business Development, Management, Microsoft Excel, Chinese, Research, Strategic Planning
Education
University of Cincinnati College of Business 2012 — 2013
Master of Science (M.S.), Business Analytics, 3.33
University of Cincinnati College of Business 2008 — 2012
BA, Finance
University of Cincinnati-Chinese Student & Scholars Association July 2012 - July 2013
University of Cincinnati- Chinese Student & Scholars Association July 2011 - June 2012
Greater Cincinnati Chinese Chamber of Commerce March 2011 - January 2012
Merrill Lynch July 2011 - September 2011
Chinese Students & Scholars Association (CSSA) March 2010 - June 2011
University of Cincinnati, Department of Environmental Health December 2008 - March 2011
Hewlett-Packard July 2010 - September 2010
Webb - Oil & Gas May 2010 - May 2010
University of Cincinnati March 2010 - March 2010
Skills
Microsoft Office, R, PowerPoint, Event Planning, Customer Service, English, SPSS, Business Development, Management, Microsoft Excel, Chinese, Research, Strategic Planning
Education
University of Cincinnati College of Business 2012 — 2013
Master of Science (M.S.), Business Analytics, 3.33
University of Cincinnati College of Business 2008 — 2012
BA, Finance
Grey Terry's Merrill Lynch Experience May 2008 - February 2011
Job Financial Advisor / Certified Divorce Financial Analyst
Industry Financial Services
Experience
High Tower Advisors February 2011 - Present
Kids First June 2014 - Present
Small Point Summer School September 2011 - September 2013
Merrill Lynch May 2008 - February 2011
Schultz Landscapes March 2004 - December 2007
Salesforce.com February 1999 - May 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management..., Finance, Retirement, Income Planning, Retirement Plans, Wealth Preservation, IRA's, Financial Planning, Retirement Income..., Divorce Financial..., Sustainable Investments, ESG Investing, Wealth Management, Financial Advisory, Estate Planning, Financial Services, Asset Management, Management, Wealth, Divorce, Divorce Planning
Education
University of Colorado Boulder 1992 — 1995
BA, Environmental Science
Westminster Prep School 1987 — 1990
High Tower Advisors February 2011 - Present
Kids First June 2014 - Present
Small Point Summer School September 2011 - September 2013
Merrill Lynch May 2008 - February 2011
Schultz Landscapes March 2004 - December 2007
Salesforce.com February 1999 - May 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management..., Finance, Retirement, Income Planning, Retirement Plans, Wealth Preservation, IRA's, Financial Planning, Retirement Income..., Divorce Financial..., Sustainable Investments, ESG Investing, Wealth Management, Financial Advisory, Estate Planning, Financial Services, Asset Management, Management, Wealth, Divorce, Divorce Planning
Education
University of Colorado Boulder 1992 — 1995
BA, Environmental Science
Westminster Prep School 1987 — 1990
John Jacquat John Jacquat's Merrill Lynch Experience June 2000 - October 2000
Job Pure Risk Solutions Insurance Agency
Industry Insurance
Experience
Pure Risk Solutions October 2009 - Present
Hub International August 2005 - October 2009
Oppenheimer Funds January 2005 - August 2005
AXA Advisors January 2002 - December 2004
Merrill Lynch June 2000 - October 2000
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Workers Compensation, Accounting, Commercial Insurance, Strategic Planning, Account Management, CRM, Customer Service, Training, Investments, Finance, Small Business
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2001
BS, Finance
University of Westminster 2001 — 2001
Business
Pure Risk Solutions October 2009 - Present
Hub International August 2005 - October 2009
Oppenheimer Funds January 2005 - August 2005
AXA Advisors January 2002 - December 2004
Merrill Lynch June 2000 - October 2000
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Workers Compensation, Accounting, Commercial Insurance, Strategic Planning, Account Management, CRM, Customer Service, Training, Investments, Finance, Small Business
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2001
BS, Finance
University of Westminster 2001 — 2001
Business
Court Mulliken CFA Court Mulliken CFA's Merrill Lynch Experience Lieutenant CommanderU.S. Navy ReserveMay 2002 - May 2006
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Lieutenant CommanderU.S. Navy ReserveMay 2002 - May 2006
Accuray August 1998 - November 2002
Applied Materials November 1995 - August 1998
US Navy November 1990 - November 1995
Education
University of Colorado Boulder 1985 — 1989
BA, Chemistry and Mathematics
Merrill Lynch Lieutenant CommanderU.S. Navy ReserveMay 2002 - May 2006
Accuray August 1998 - November 2002
Applied Materials November 1995 - August 1998
US Navy November 1990 - November 1995
Education
University of Colorado Boulder 1985 — 1989
BA, Chemistry and Mathematics
Alexis Lombardo Alexis Lombardo's Merrill Lynch Experience 2000 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2000 - 2003
Herzog, Heine, Geduld 1995 - 2000
Skills
Institutional Sales, Investments, Series 7, Capital Markets, Series 63, Portfolio Management, Asset Management, Mutual Funds, Trading, Equities, Securities, Wealth Management, Fixed Income
Education
University of Colorado Boulder 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch 2000 - 2003
Herzog, Heine, Geduld 1995 - 2000
Skills
Institutional Sales, Investments, Series 7, Capital Markets, Series 63, Portfolio Management, Asset Management, Mutual Funds, Trading, Equities, Securities, Wealth Management, Fixed Income
Education
University of Colorado Boulder 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Mallory Brooks Mallory Brooks's Merrill Lynch Experience April 1992 - April 1996
Job Business Development at Eris Exchange, LLC
Industry Banking
Experience
Eris Exchange, LLC May 2014 - Present
BNP Paribas April 2007 - February 2014
Morgan Stanley July 2003 - April 2007
UBS Investment Bank May 2002 - July 2003
Deutsche Bank April 1996 - May 2002
Merrill Lynch April 1992 - April 1996
Cresvale 1989 - 1990
Skills
Derivatives, Banking, Capital Markets, Portfolio Management, Fixed Income, Financial Markets, Hedge Funds, Credit Risk, Investment Banking, Financial Futures, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Eris Exchange, LLC May 2014 - Present
BNP Paribas April 2007 - February 2014
Morgan Stanley July 2003 - April 2007
UBS Investment Bank May 2002 - July 2003
Deutsche Bank April 1996 - May 2002
Merrill Lynch April 1992 - April 1996
Cresvale 1989 - 1990
Skills
Derivatives, Banking, Capital Markets, Portfolio Management, Fixed Income, Financial Markets, Hedge Funds, Credit Risk, Investment Banking, Financial Futures, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Terence Bundy Terence Bundy's Merrill Lynch Experience 2007 - 2008
Job MBA Candidate, UNC KenanFlagler Business School
Industry Higher Education
Experience
AEW Capital Management June 2015 - August 2015
Mission Capital Advisors 2008 - January 2014
Merrill Lynch 2007 - 2008
Deloitte 2005 - 2006
Skills
Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Financial Structuring, Commercial Real Estate, Real Estate, Management, Investment Banking, Loans, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA), Full-Time Program, Real Estate and Corporate Finance
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Bachelor of Arts (BA), Finance, General
AEW Capital Management June 2015 - August 2015
Mission Capital Advisors 2008 - January 2014
Merrill Lynch 2007 - 2008
Deloitte 2005 - 2006
Skills
Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Financial Structuring, Commercial Real Estate, Real Estate, Management, Investment Banking, Loans, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA), Full-Time Program, Real Estate and Corporate Finance
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Bachelor of Arts (BA), Finance, General
Robert Burks, Jr.'s Merrill Lynch Experience June 2007 - June 2015
Job Wealth Management Leader, Risk Management Specialist
Industry Financial Services
Experience
Merrill Lynch June 2007 - June 2015
Merrill Lynch December 2004 - June 2007
Skills
Portfolio Management, Series 7, Banking, Wealth Management, Risk Management, Asset Allocation, Alternative Investments, Retirement, Financial Risk, Business Development, Business Strategy, Fixed Income, Equities, Credit Risk, Retirement Planning, Relationship Management, Asset Managment
Education
University of Cincinnati College of Business 1997 — 1999
Bachelor of Science, Industrial Management
University of Cincinnati- College of Engineering 1994 — 1996
Bachelor of Science, Industrial Engineering
Merrill Lynch June 2007 - June 2015
Merrill Lynch December 2004 - June 2007
Skills
Portfolio Management, Series 7, Banking, Wealth Management, Risk Management, Asset Allocation, Alternative Investments, Retirement, Financial Risk, Business Development, Business Strategy, Fixed Income, Equities, Credit Risk, Retirement Planning, Relationship Management, Asset Managment
Education
University of Cincinnati College of Business 1997 — 1999
Bachelor of Science, Industrial Management
University of Cincinnati- College of Engineering 1994 — 1996
Bachelor of Science, Industrial Engineering
Brandon Van Loucks Brandon Van Loucks's Merrill Lynch Experience May 2007 - August 2007
Job Internal Wholesaler at Dividend Capital
Industry Financial Services
Experience
Dividend Capital March 2014 - Present
Dividend Capital September 2012 - January 2014
Formations LLC September 2010 - June 2011
Presidential Brokerage July 2009 - August 2009
Merrill Lynch May 2007 - August 2007
Northwestern Mutual June 2006 - September 2006
Skills
Investments, Real Estate, Finance, Market Research, Financial Advisory, Securities, Financial Analysis, Commercial Real Estate, Insurance, Real Estate Economics, Life Insurance, Analysis, Brokerage, Sales
Education
University of Colorado: Leeds School of Business
Bachelor of Science in Business Administration, Business, Finance, Economics
University of Colorado Boulder
Bachelor of Science , Finance
Dividend Capital March 2014 - Present
Dividend Capital September 2012 - January 2014
Formations LLC September 2010 - June 2011
Presidential Brokerage July 2009 - August 2009
Merrill Lynch May 2007 - August 2007
Northwestern Mutual June 2006 - September 2006
Skills
Investments, Real Estate, Finance, Market Research, Financial Advisory, Securities, Financial Analysis, Commercial Real Estate, Insurance, Real Estate Economics, Life Insurance, Analysis, Brokerage, Sales
Education
University of Colorado: Leeds School of Business
Bachelor of Science in Business Administration, Business, Finance, Economics
University of Colorado Boulder
Bachelor of Science , Finance
Shane Micheel's Merrill Lynch Experience September 2015 - Present
Job Team Financial Advisor Planning
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Crocs, Inc October 2013 - September 2015
Finish Line February 2013 - October 2013
Finish Line August 2012 - May 2013
Apple March 2012 - September 2012
Rachel's Challenge May 2011 - May 2012
Boulder Running Company January 2009 - March 2012
Skills
E-commerce, SEO, Project Management, Public Speaking, Customer Service, Team Leadership, Affiliate Marketing, User Experience, Account Management, Online Marketplace, Leadership, Marketing
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
BS, Business Administration
Merrill Lynch September 2015 - Present
Crocs, Inc October 2013 - September 2015
Finish Line February 2013 - October 2013
Finish Line August 2012 - May 2013
Apple March 2012 - September 2012
Rachel's Challenge May 2011 - May 2012
Boulder Running Company January 2009 - March 2012
Skills
E-commerce, SEO, Project Management, Public Speaking, Customer Service, Team Leadership, Affiliate Marketing, User Experience, Account Management, Online Marketplace, Leadership, Marketing
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
BS, Business Administration
Andy Wright, CFP, CRPC Andy Wright, CFP, CRPC's Merrill Lynch Experience June 2002 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2002 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Alternative Investments, 401k, Equities, ETFs, Financial Advisory, Retirement, Wealth Management, Securities, Investment Advisory, Asset Management, Series 65, Insurance, 401k Rollovers, Financial Modeling, Personal Financial...
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Business AdministraBtion (B.B.A.), Finance, General
Edina High School 1995 — 1997
Merrill Lynch June 2002 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Alternative Investments, 401k, Equities, ETFs, Financial Advisory, Retirement, Wealth Management, Securities, Investment Advisory, Asset Management, Series 65, Insurance, 401k Rollovers, Financial Modeling, Personal Financial...
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Business AdministraBtion (B.B.A.), Finance, General
Edina High School 1995 — 1997
Julia Creighton's Merrill Lynch Experience June 2011 - July 2011
Job Economist at Bureau of Economic Analysis
Industry Research
Experience
Bureau of Economic Analysis March 2015 - Present
Merrill Lynch June 2011 - July 2011
Bear Sterns May 2007 - June 2007
Skills
Customer Service, POS, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Research, Critical Thinking, Social Media, Facebook, Data Entry, Access, Qualitative Research, Social Networking, Social Media Marketing, Public Speaking, Microsoft Office, Event Planning
Education
University of Colorado at Boulder 2010 — 2014
Bachelor's degree, Economics
University of Colorado at Boulder 2010 — 2014
Bachelor's degree, Chinese Language and Literature
Tsinghua University 2013 — 2013
Bachelor's degree, Chinese Language and Literature
Bureau of Economic Analysis March 2015 - Present
Merrill Lynch June 2011 - July 2011
Bear Sterns May 2007 - June 2007
Skills
Customer Service, POS, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Research, Critical Thinking, Social Media, Facebook, Data Entry, Access, Qualitative Research, Social Networking, Social Media Marketing, Public Speaking, Microsoft Office, Event Planning
Education
University of Colorado at Boulder 2010 — 2014
Bachelor's degree, Economics
University of Colorado at Boulder 2010 — 2014
Bachelor's degree, Chinese Language and Literature
Tsinghua University 2013 — 2013
Bachelor's degree, Chinese Language and Literature
Brad Hawkins Brad Hawkins's Merrill Lynch Experience March 1996 - February 1997
Job Principal at Ascent Financial Solutions
Industry Financial Services
Experience
Ascent Financial Solutions October 2010 - Present
Green Mountain Mortgage October 2007 - October 2011
FlightSafety Services Corporation February 2000 - August 2007
Green Mountain Mortgage March 1999 - January 2000
US Bancorp March 1997 - February 1999
Merrill Lynch March 1996 - February 1997
Arthur Andersen & Co. SC January 1993 - March 1995
Skills
Investments, Microsoft Excel, Financial Analysis, Equities, Capital Markets, Data Analysis, Corporate Finance, Financial Modeling, Real Estate, Valuation, Microsoft Office, Sales, Project Management, Microsoft Word, Budgets, Negotiation, Public Speaking, Marketing Strategy, Accounting, Team Leadership, Account Management, Marketing, Consulting, Contract Negotiation, Small Business, Analysis, Entrepreneurship, Spreadsheets, Auditing, Risk Management
Education
University of Colorado at Boulder 1988 — 1992
Bachelor of Science, Accounting and Finance
Ascent Financial Solutions October 2010 - Present
Green Mountain Mortgage October 2007 - October 2011
FlightSafety Services Corporation February 2000 - August 2007
Green Mountain Mortgage March 1999 - January 2000
US Bancorp March 1997 - February 1999
Merrill Lynch March 1996 - February 1997
Arthur Andersen & Co. SC January 1993 - March 1995
Skills
Investments, Microsoft Excel, Financial Analysis, Equities, Capital Markets, Data Analysis, Corporate Finance, Financial Modeling, Real Estate, Valuation, Microsoft Office, Sales, Project Management, Microsoft Word, Budgets, Negotiation, Public Speaking, Marketing Strategy, Accounting, Team Leadership, Account Management, Marketing, Consulting, Contract Negotiation, Small Business, Analysis, Entrepreneurship, Spreadsheets, Auditing, Risk Management
Education
University of Colorado at Boulder 1988 — 1992
Bachelor of Science, Accounting and Finance
Susan Nakai's Merrill Lynch Experience September 2000 - September 2002
Job Senior Manager at T Rowe Price
Industry Financial Services
Experience
T Rowe Price November 2002 - Present
Merrill Lynch September 2000 - September 2002
Skills
Series 7, Series 63, Series 24, Finance, Leadership, Customer Service, Customer Retention, Series 53
Education
University of Colorado Colorado Springs 2003 — 2005
MBA, Service Management
University of Colorado Boulder - Leeds School of Business 1999 — 2002
Business, Finance
T Rowe Price November 2002 - Present
Merrill Lynch September 2000 - September 2002
Skills
Series 7, Series 63, Series 24, Finance, Leadership, Customer Service, Customer Retention, Series 53
Education
University of Colorado Colorado Springs 2003 — 2005
MBA, Service Management
University of Colorado Boulder - Leeds School of Business 1999 — 2002
Business, Finance
Sugarna Prakash Sugarna Prakash's Merrill Lynch Experience 2008 - 2008
Job
Industry Financial Services
Experience
Miller Kaplan Arase LLP 2012 - 2014
Minnesota Department of Commerce 2010 - 2011
Ultralingua, Inc. 2009 - 2009
WomenVenture 2009 - 2009
Wells Fargo Home Mortgage 2009 - 2009
Mike Otto Inc August 2008 - September 2008
Merrill Lynch 2008 - 2008
Skills
Accounting, Internal Controls, Budgets, Financial Statements, Financial Reporting, Finance, Nonprofits
Education
CPA(USA) 2010 — 2012
Certified Public Accountant (USA)
CMA (USA) 2009 — 2009
Certified Management Accountant (USA)
University of Minnesota-Twin Cities 2007 — 2009
BA
CIMA(UK) 2004 — 2008
Charterd Institute of Management Accountants (UK)
University of Colombo 2005 — 2006
High School
High School
Miller Kaplan Arase LLP 2012 - 2014
Minnesota Department of Commerce 2010 - 2011
Ultralingua, Inc. 2009 - 2009
WomenVenture 2009 - 2009
Wells Fargo Home Mortgage 2009 - 2009
Mike Otto Inc August 2008 - September 2008
Merrill Lynch 2008 - 2008
Skills
Accounting, Internal Controls, Budgets, Financial Statements, Financial Reporting, Finance, Nonprofits
Education
CPA(USA) 2010 — 2012
Certified Public Accountant (USA)
CMA (USA) 2009 — 2009
Certified Management Accountant (USA)
University of Minnesota-Twin Cities 2007 — 2009
BA
CIMA(UK) 2004 — 2008
Charterd Institute of Management Accountants (UK)
University of Colombo 2005 — 2006
High School
High School
Aleks Acimovic Aleks Acimovic's Merrill Lynch Experience February 1977 - January 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1977 - January 2012
Merrill Lynch February 1977 - January 2012
Merrill Lynch March 1989 - October 2004
Skills
Securities, Investment Strategies, Private Equity, Business Strategy, Derivatives, Strategic Financial..., Trading, Retirement, Financial Services, Hedge Funds, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Series 7, Options, Corporate Finance, Investments, Alternative Investments, Asset Managment, Equities, Retirement Planning, Portfolio Management, Business Planning, Series 63, Investment Banking
Education
University of Colorado Boulder 1973 — 1976
BS, International Business
Merrill Lynch February 1977 - January 2012
Merrill Lynch February 1977 - January 2012
Merrill Lynch March 1989 - October 2004
Skills
Securities, Investment Strategies, Private Equity, Business Strategy, Derivatives, Strategic Financial..., Trading, Retirement, Financial Services, Hedge Funds, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Series 7, Options, Corporate Finance, Investments, Alternative Investments, Asset Managment, Equities, Retirement Planning, Portfolio Management, Business Planning, Series 63, Investment Banking
Education
University of Colorado Boulder 1973 — 1976
BS, International Business
Rich Frankenheimer's Merrill Lynch Experience 1986 - 1990
Job Partner at AVL Growth Partners
Industry Management Consulting
Experience
AVL Growth Partners August 2012 - Present
touchPoint Management, LLC June 2010 - Present
touchPoint Partners, LLC April 2009 - December 2012
Boulder Securities, LLC May 2007 - March 2009
SimAuthor, Inc. August 1998 - April 2007
Financial Perspectives 1996 - 1998
North American ClassiFacts, Inc. 1991 - 1996
Telesource 1990 - 1991
Merrill Lynch 1986 - 1990
Skills
Start-up Ventures, Capital Raising, Business Modeling, Business Planning, Financial Modeling, Financial Reporting, Financial Analysis, Strategic Partnerships, Strategic Planning, Business Development, Investor Relations, Board of Director..., Venture Capital, Due Diligence, Investment Management, Contract Negotiation, Intellectual Property, Project Management, Marketing, Capital Structure, Cash Flow Forecasting, Revenue Forecasting, Department Budgeting, Proposal Support, Pricing Strategy, Compliance, Sales Compensation Plans, Human Resources, Facilities Management, Corporate Finance, Strategy, Start-ups, Business Strategy, Entrepreneurship, Board of Directors, Finance, Corporate Development, Forecasting, Investments
Education
University of Colorado Boulder 1977 — 1981
BA, Economics
AVL Growth Partners August 2012 - Present
touchPoint Management, LLC June 2010 - Present
touchPoint Partners, LLC April 2009 - December 2012
Boulder Securities, LLC May 2007 - March 2009
SimAuthor, Inc. August 1998 - April 2007
Financial Perspectives 1996 - 1998
North American ClassiFacts, Inc. 1991 - 1996
Telesource 1990 - 1991
Merrill Lynch 1986 - 1990
Skills
Start-up Ventures, Capital Raising, Business Modeling, Business Planning, Financial Modeling, Financial Reporting, Financial Analysis, Strategic Partnerships, Strategic Planning, Business Development, Investor Relations, Board of Director..., Venture Capital, Due Diligence, Investment Management, Contract Negotiation, Intellectual Property, Project Management, Marketing, Capital Structure, Cash Flow Forecasting, Revenue Forecasting, Department Budgeting, Proposal Support, Pricing Strategy, Compliance, Sales Compensation Plans, Human Resources, Facilities Management, Corporate Finance, Strategy, Start-ups, Business Strategy, Entrepreneurship, Board of Directors, Finance, Corporate Development, Forecasting, Investments
Education
University of Colorado Boulder 1977 — 1981
BA, Economics
Matt Hager, CFP® Matt Hager, CFP®'s Merrill Lynch Experience 2000 - 2003
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2009 - Present
Fifth Third July 2003 - April 2009
Fifth Third Bank July 2003 - April 2009
Merrill Lynch 2000 - 2003
Retail Delivery Service 1990 - 2000
Education
University of Cincinnati College of Business 1981 — 1986
BBA, Majoring in Finance & Real Estate
Raymond James April 2009 - Present
Fifth Third July 2003 - April 2009
Fifth Third Bank July 2003 - April 2009
Merrill Lynch 2000 - 2003
Retail Delivery Service 1990 - 2000
Education
University of Cincinnati College of Business 1981 — 1986
BBA, Majoring in Finance & Real Estate
Bobby Cremins, CFA, CFP®'s Merrill Lynch Experience 2008 - 2010
Job President at Metanoia Financial
Industry Financial Services
Experience
Metanoia Financial 2010 - Present
Merrill Lynch 2008 - 2010
Morgan Stanley 2003 - 2008
SunTrust Bank 2000 - 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Loans, Finance, Valuation, Management, Retirement Planning, Private Equity, Business Planning, Venture Capital, Capital Markets, Hedge Funds, Risk Management, Corporate Finance, Fixed Income, Financial Services, Credit, Options, Financial Markets, Bonds, Financial Planning
Education
University of Colorado Boulder 1996 — 2000
Metanoia Financial 2010 - Present
Merrill Lynch 2008 - 2010
Morgan Stanley 2003 - 2008
SunTrust Bank 2000 - 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Loans, Finance, Valuation, Management, Retirement Planning, Private Equity, Business Planning, Venture Capital, Capital Markets, Hedge Funds, Risk Management, Corporate Finance, Fixed Income, Financial Services, Credit, Options, Financial Markets, Bonds, Financial Planning
Education
University of Colorado Boulder 1996 — 2000
Matthew Livingston Matthew Livingston's Merrill Lynch Experience June 2002 - Present
Job Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2002 - Present
Skills
Series 7, Series 24, Series 63, Series 66, Series 52, Securities, Retirement
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
B.S., Business Management - Marketing
Merrill Lynch June 2002 - Present
Skills
Series 7, Series 24, Series 63, Series 66, Series 52, Securities, Retirement
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
B.S., Business Management - Marketing
Steven Sloan Steven Sloan's Merrill Lynch Experience September 1999 - July 2003
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2011 - Present
BNP Paribas September 2007 - June 2011
Merrill Lynch September 1999 - July 2003
Bankers Trust Company March 1986 - August 1999
AGS Computers 1984 - 1986
Skills
Program Management, IT Strategy, Portfolio Management, Risk Management, PMO, Vendor Management, Integration, Outsourcing, Business Process..., Governance, IT Management, Mergers & Acquisitions, Business Strategy, Management, Business Analysis, Financial Services, Strategy, Change Management, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Colorado Boulder 1974 — 1978
BS, Accounting
Semester At Sea 1977 — 1977
Spring
BNP Paribas June 2011 - Present
BNP Paribas September 2007 - June 2011
Merrill Lynch September 1999 - July 2003
Bankers Trust Company March 1986 - August 1999
AGS Computers 1984 - 1986
Skills
Program Management, IT Strategy, Portfolio Management, Risk Management, PMO, Vendor Management, Integration, Outsourcing, Business Process..., Governance, IT Management, Mergers & Acquisitions, Business Strategy, Management, Business Analysis, Financial Services, Strategy, Change Management, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Colorado Boulder 1974 — 1978
BS, Accounting
Semester At Sea 1977 — 1977
Spring
Ronald Diel Ronald Diel's Merrill Lynch Experience April 1992 - June 1995
Job Founder and Managing Director at e2e Advisors
Industry Management Consulting
Experience
e2e Advisors 2001 - Present
Navigant Consulting October 2007 - January 2009
BearingPoint February 2006 - June 2007
AT Kearney April 1997 - August 2001
IBN June 1995 - April 1997
Merrill Lynch April 1992 - June 1995
Goldman Sachs Asset Management 1990 - 1991
Price Waterhouse 1987 - 1991
Shaw Data Services January 1984 - January 1988
Sullivan & Cromwell 1982 - 1984
Skills
Strategy, Management Consulting, IT Strategy, Program Management, CRM, Risk Management, Governance, Management, Business Strategy, Project Management, Financial Services, Consulting, Strategic Planning, Organizational..., Finance, Project Planning, Banking, Venture Capital, Financial Risk, Six Sigma
Education
University of Wisconsin-Madison 1979 — 1982
JD, Corporate Law
University of Colorado Colorado Springs 1976 — 1979
M.B.A, Management Information Systems and management science
University of Wisconsin-Madison 1969 — 1973
BS, Mathematics, Computer Science
e2e Advisors 2001 - Present
Navigant Consulting October 2007 - January 2009
BearingPoint February 2006 - June 2007
AT Kearney April 1997 - August 2001
IBN June 1995 - April 1997
Merrill Lynch April 1992 - June 1995
Goldman Sachs Asset Management 1990 - 1991
Price Waterhouse 1987 - 1991
Shaw Data Services January 1984 - January 1988
Sullivan & Cromwell 1982 - 1984
Skills
Strategy, Management Consulting, IT Strategy, Program Management, CRM, Risk Management, Governance, Management, Business Strategy, Project Management, Financial Services, Consulting, Strategic Planning, Organizational..., Finance, Project Planning, Banking, Venture Capital, Financial Risk, Six Sigma
Education
University of Wisconsin-Madison 1979 — 1982
JD, Corporate Law
University of Colorado Colorado Springs 1976 — 1979
M.B.A, Management Information Systems and management science
University of Wisconsin-Madison 1969 — 1973
BS, Mathematics, Computer Science
James Wyse James Wyse's Merrill Lynch Experience 1991 - 1992
Job Experienced Datadriven Marketing Executive, Strategy Consultant, Thought Leader, Entrepreneur and Investor
Industry Management Consulting
Experience
M&T Bank January 2015 - Present
Wyse Investments, LLC June 2008 - Present
The Wyse Group, LLC September 1997 - Present
Applied Segmentation Technology 1995 - 1997
Customer Insight Company 1994 - 1995
Gerber Systems 1992 - 1994
Merrill Lynch 1991 - 1992
Skills
Database Marketing, Management, Business Planning, Professional Services, Marketing, Data Conversion, Contract Negotiation, SaaS, Data Quality, Strategy, Business Intelligence, Entrepreneurship, Integrated Marketing, Networking, Hardware, Citrix, DHCP, ETL, Automation, Windows Server, DNS, Business Process..., Business Process..., Data Management, Marketing Automation, Thought Leadership, Critical Thinking, Principal Investing, Growth Investing, Data-driven Marketing, Information Technology, Technology Integration, Technology Management, Informatica, Microsoft Exchange, Business Development, Sales
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1991
BS Business Administration, Marketing, Organization Management
M&T Bank January 2015 - Present
Wyse Investments, LLC June 2008 - Present
The Wyse Group, LLC September 1997 - Present
Applied Segmentation Technology 1995 - 1997
Customer Insight Company 1994 - 1995
Gerber Systems 1992 - 1994
Merrill Lynch 1991 - 1992
Skills
Database Marketing, Management, Business Planning, Professional Services, Marketing, Data Conversion, Contract Negotiation, SaaS, Data Quality, Strategy, Business Intelligence, Entrepreneurship, Integrated Marketing, Networking, Hardware, Citrix, DHCP, ETL, Automation, Windows Server, DNS, Business Process..., Business Process..., Data Management, Marketing Automation, Thought Leadership, Critical Thinking, Principal Investing, Growth Investing, Data-driven Marketing, Information Technology, Technology Integration, Technology Management, Informatica, Microsoft Exchange, Business Development, Sales
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1991
BS Business Administration, Marketing, Organization Management
Glenna Lovan Glenna Lovan's Merrill Lynch Experience August 2006 - December 2006
Job Marketing Strategist
Industry Marketing and Advertising
Experience
Entrepreneurial Solutions,LLC April 2011 - May 2012
Core Group One 2007 - 2009
Bank of Hawaii January 2007 - May 2007
Merrill Lynch August 2006 - December 2006
Skills
Focus Groups, Surveys, Market Research, Digital Marketing, Marketing Strategy, Business Strategy, Qualitative Research, Social Media Marketing, Social Media Measurement, Marketing Communications, Marketing Management, Business Intelligence, New Business Development, Marketing, Business Planning, Leadership, SEO, Competitive Analysis, Entrepreneurship, Strategic Planning, Start-ups, Strategy, Management Consulting, Project Management, Market Planning, Analytics, Social Media, Integrated Marketing, Online Marketing, Media Planning, Marketing Research, Market Analysis, Online Advertising, Google Analytics, Brand Management, Digital Strategy, Social Networking, SEM, Google Adwords, Advertising, Web Analytics, Customer Insight, Sales, Management, Facebook, Account Management, PPC, Brand Awareness, Digital Media, Creative Strategy
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2012
MBA, Marketing, Entrepreneurship
University of Colorado Boulder 2011 — 2011
Certificate, Digital Media
University of Hawaii - Shidler College of Business 2002 — 2007
BBA, Management, Marketing
Entrepreneurial Solutions,LLC April 2011 - May 2012
Core Group One 2007 - 2009
Bank of Hawaii January 2007 - May 2007
Merrill Lynch August 2006 - December 2006
Skills
Focus Groups, Surveys, Market Research, Digital Marketing, Marketing Strategy, Business Strategy, Qualitative Research, Social Media Marketing, Social Media Measurement, Marketing Communications, Marketing Management, Business Intelligence, New Business Development, Marketing, Business Planning, Leadership, SEO, Competitive Analysis, Entrepreneurship, Strategic Planning, Start-ups, Strategy, Management Consulting, Project Management, Market Planning, Analytics, Social Media, Integrated Marketing, Online Marketing, Media Planning, Marketing Research, Market Analysis, Online Advertising, Google Analytics, Brand Management, Digital Strategy, Social Networking, SEM, Google Adwords, Advertising, Web Analytics, Customer Insight, Sales, Management, Facebook, Account Management, PPC, Brand Awareness, Digital Media, Creative Strategy
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2012
MBA, Marketing, Entrepreneurship
University of Colorado Boulder 2011 — 2011
Certificate, Digital Media
University of Hawaii - Shidler College of Business 2002 — 2007
BBA, Management, Marketing
Chelsea Lawson's Merrill Lynch Experience June 2006 - February 2009
Job Public Relations Founder at Big Fish Media Group
Industry Public Relations and Communications
Experience
Big Fish Media Group January 2013 - Present
Zeal Optics February 2012 - August 2013
ESPN November 2011 - February 2012
DC Shoes February 2011 - December 2011
Anaheim Ducks September 2009 - April 2011
Merrill Lynch June 2006 - February 2009
Skills
Social Media Marketing, Sponsorship, Social Media, Sports Marketing, Public Relations, Media Relations, Marketing Strategy, Facebook, Marketing, Event Management, Sports, Advertising, Marketing Communications, Press Releases, Brand Management, Copywriting, Event Planning, Publicity, Fashion, Trade Shows, Web Content, Photography, Integrated Marketing, Magazines, Leadership, Brand Development, Sales, Management, Strategy, Online Marketing, Social Networking
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Marketing, Marketing, International Business, Spanish
University of Colorado Boulder
Big Fish Media Group January 2013 - Present
Zeal Optics February 2012 - August 2013
ESPN November 2011 - February 2012
DC Shoes February 2011 - December 2011
Anaheim Ducks September 2009 - April 2011
Merrill Lynch June 2006 - February 2009
Skills
Social Media Marketing, Sponsorship, Social Media, Sports Marketing, Public Relations, Media Relations, Marketing Strategy, Facebook, Marketing, Event Management, Sports, Advertising, Marketing Communications, Press Releases, Brand Management, Copywriting, Event Planning, Publicity, Fashion, Trade Shows, Web Content, Photography, Integrated Marketing, Magazines, Leadership, Brand Development, Sales, Management, Strategy, Online Marketing, Social Networking
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Marketing, Marketing, International Business, Spanish
University of Colorado Boulder
Sarah Keys's Merrill Lynch Experience March 2007 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Attorney at Law October 2003 - March 2007
Skills
Alternative Investments, Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Valuation
Education
University of Colorado School of Law 2000 — 2003
JD, Law
University of Denver - Daniels College of Business 1997 — 1999
MBA, International Business
University of Colorado Boulder 1991 — 1995
BA, International Affairs
Merrill Lynch March 2007 - Present
Attorney at Law October 2003 - March 2007
Skills
Alternative Investments, Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Valuation
Education
University of Colorado School of Law 2000 — 2003
JD, Law
University of Denver - Daniels College of Business 1997 — 1999
MBA, International Business
University of Colorado Boulder 1991 — 1995
BA, International Affairs
Jeremy Bernstein Jeremy Bernstein's Merrill Lynch Experience June 2006 - August 2006
Job Investment Banker
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - April 2015
Morgan Stanley July 2008 - July 2011
Morgan Stanley June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Investment Banking, Series 7, Series 63, Capital Markets, Financial Modeling, Securities, Due Diligence, Municipal Bonds, Derivatives, Credit Analysis, Fixed Income, Public-private...
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelors of Science in Business Administration, Finance
Wells Fargo Securities August 2011 - April 2015
Morgan Stanley July 2008 - July 2011
Morgan Stanley June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Investment Banking, Series 7, Series 63, Capital Markets, Financial Modeling, Securities, Due Diligence, Municipal Bonds, Derivatives, Credit Analysis, Fixed Income, Public-private...
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelors of Science in Business Administration, Finance
Meredith Matt Loyd Meredith Matt Loyd's Merrill Lynch Experience November 2011 - November 2012
Job Registered Associate at Praxis Financial Partners
Industry Financial Services
Experience
Praxis Financial Partners September 2015 - Present
Merrill Edge April 2014 - August 2015
Merrill Edge April 2013 - April 2014
Merrill Edge November 2012 - April 2013
Merrill Lynch November 2011 - November 2012
Merrill Edge June 2011 - November 2011
Matrix Financial Solutions March 2010 - May 2011
Skills
Investments, Financial Services, Mutual Funds, Sales, Securities, Equities, Fixed Income, Options, ETFs, Investment Strategies, 401k Rollovers, Retirement Planning, Relationship Management
Education
University of Colorado Boulder 2003 — 2009
Bachelor of Arts (B.A.), Psychology, 3.7 GPA in Psychology
Greater Atlanta Christian School 1999 — 2003
College Preparatory Diploma, High School
Praxis Financial Partners September 2015 - Present
Merrill Edge April 2014 - August 2015
Merrill Edge April 2013 - April 2014
Merrill Edge November 2012 - April 2013
Merrill Lynch November 2011 - November 2012
Merrill Edge June 2011 - November 2011
Matrix Financial Solutions March 2010 - May 2011
Skills
Investments, Financial Services, Mutual Funds, Sales, Securities, Equities, Fixed Income, Options, ETFs, Investment Strategies, 401k Rollovers, Retirement Planning, Relationship Management
Education
University of Colorado Boulder 2003 — 2009
Bachelor of Arts (B.A.), Psychology, 3.7 GPA in Psychology
Greater Atlanta Christian School 1999 — 2003
College Preparatory Diploma, High School
Hadley Creighton Hadley Creighton's Merrill Lynch Experience July 2012 - Present
Job GWIM Analyst/Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bear Stearns March 2008 - April 2008
UBS July 2006 - August 2006
Skills
Asset Management, Customer Service, Data Analysis, Event Planning, Facebook, Finance, Financial Services, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Sales, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Wealth Management
Education
University of Colorado at Boulder 2008 — 2012
Economics
Foxcroft School 2004 — 2008
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bear Stearns March 2008 - April 2008
UBS July 2006 - August 2006
Skills
Asset Management, Customer Service, Data Analysis, Event Planning, Facebook, Finance, Financial Services, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Sales, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Wealth Management
Education
University of Colorado at Boulder 2008 — 2012
Economics
Foxcroft School 2004 — 2008
David Zilenziger David Zilenziger's Merrill Lynch Experience January 2000 - November 2004
Job
Industry Management Consulting
Experience
Red Cup Solutions May 2009 - Present
Park Avenue Grille December 2004 - March 2015
Merrill Lynch January 2000 - November 2004
Consulate General of Switzerland and OSEC October 1996 - December 1999
Andre & Cie SA July 1993 - September 1996
Maersk January 1990 - July 1993
Skills
Start-ups, Market Research, New Business Development, Entrepreneurship, Finance, Portfolio Management, International Real..., Real Estate Financing, Software Development, User Interface Design, Google Earth, iMovie, Illustrator, InDesign, Real Estate Development, Photoshop, Logistics Management, Tableau, Squarespace
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Arts (B.A.), Economics and History
American School in London 1982 — 1985
Red Cup Solutions May 2009 - Present
Park Avenue Grille December 2004 - March 2015
Merrill Lynch January 2000 - November 2004
Consulate General of Switzerland and OSEC October 1996 - December 1999
Andre & Cie SA July 1993 - September 1996
Maersk January 1990 - July 1993
Skills
Start-ups, Market Research, New Business Development, Entrepreneurship, Finance, Portfolio Management, International Real..., Real Estate Financing, Software Development, User Interface Design, Google Earth, iMovie, Illustrator, InDesign, Real Estate Development, Photoshop, Logistics Management, Tableau, Squarespace
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Arts (B.A.), Economics and History
American School in London 1982 — 1985
Amin N Dabit, CFP® Amin N Dabit, CFP®'s Merrill Lynch Experience May 2008 - September 2013
Job Senior Vice President | Financial Advisor | Financial Planner | Team Leader at Personal Capital
Industry Investment Management
Experience
Personal Capital May 2014 - Present
Personal Capital October 2013 - May 2014
Merrill Lynch May 2008 - September 2013
UBS February 2005 - February 2008
UBS February 2004 - December 2004
Skills
Retirement Planning, Portfolio Management, Finance, Estate Planning, Mutual Funds, Risk Management, Investments, Strategy, IRAs, Management, Retirement, Insurance, Wealth Management, Credit, Team Leadership, Leadership, Securities Lending, 401k, IRA's, Asset Based Lending, Asset Management, Financial Services, Equities, Asset Allocation, Financial Advisory, Securities
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2004
Finance
Personal Capital May 2014 - Present
Personal Capital October 2013 - May 2014
Merrill Lynch May 2008 - September 2013
UBS February 2005 - February 2008
UBS February 2004 - December 2004
Skills
Retirement Planning, Portfolio Management, Finance, Estate Planning, Mutual Funds, Risk Management, Investments, Strategy, IRAs, Management, Retirement, Insurance, Wealth Management, Credit, Team Leadership, Leadership, Securities Lending, 401k, IRA's, Asset Based Lending, Asset Management, Financial Services, Equities, Asset Allocation, Financial Advisory, Securities
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2004
Finance
Kenneth Kuhn Kenneth Kuhn's Merrill Lynch Experience June 1986 - October 1991
Job VP Accounting at American Modern Ins Group
Industry Insurance
Experience
American Modern Insurance Group December 2005 - Present
American Modern Ins Group October 1991 - Present
Merrill Lynch June 1986 - October 1991
Education
University of Cincinnati College of Business 1982 — 1991
BS, Accounting
American Modern Insurance Group December 2005 - Present
American Modern Ins Group October 1991 - Present
Merrill Lynch June 1986 - October 1991
Education
University of Cincinnati College of Business 1982 — 1991
BS, Accounting
Garrett Clay Garrett Clay's Merrill Lynch Experience May 2015 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Victory Capital Management June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Leadership, Customer Service, Investments, Social Networking, Teamwork, Event Planning, Financial Analysis, Sales, Social Media Marketing
Education
University of Colorado Boulder 2012 — 2016
Bachelor of Science (BS), Business Administration, Finance Emphasis, 3.3 GPA
Merrill Lynch May 2015 - Present
Victory Capital Management June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Leadership, Customer Service, Investments, Social Networking, Teamwork, Event Planning, Financial Analysis, Sales, Social Media Marketing
Education
University of Colorado Boulder 2012 — 2016
Bachelor of Science (BS), Business Administration, Finance Emphasis, 3.3 GPA
Trina Grant's Merrill Lynch Experience 2001 - 2003
Job Doing Yoga and Training Brazilian Jiu Jitsu
Industry Health, Wellness and Fitness
Experience
Crossfit Stapleton February 2014 - June 2014
Karsch Capital Management 2005 - 2007
Neptune Capital 2003 - 2005
Merrill Lynch 2001 - 2003
Global Snowboarding Tour 1999 - 2001
Skills
Investor Relations, Financial Modeling, Yoga, Valuation, Hedge Funds, Equity Derivatives, Wellness, Healing, Mergers & Acquisitions, Management, Trading, Investor Relations..., Electronic Trading, Snowboarding
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General, 3.14
Crossfit Stapleton February 2014 - June 2014
Karsch Capital Management 2005 - 2007
Neptune Capital 2003 - 2005
Merrill Lynch 2001 - 2003
Global Snowboarding Tour 1999 - 2001
Skills
Investor Relations, Financial Modeling, Yoga, Valuation, Hedge Funds, Equity Derivatives, Wellness, Healing, Mergers & Acquisitions, Management, Trading, Investor Relations..., Electronic Trading, Snowboarding
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General, 3.14
Chip Logan, AIF®, CFP® Chip Logan, AIF®, CFP®'s Merrill Lynch Experience July 2010 - April 2012
Job Managing Principal at MyFinEco and Advisors Design Center
Industry Financial Services
Experience
Merrill Lynch July 2010 - April 2012
UBS January 2007 - November 2007
Wachovia Securities, LLC September 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) July 2003 - May 2004
ING March 2000 - July 2003
Pacific Life February 1996 - January 2000
Self Employed - Financial Services June 1988 - February 1996
Skills
Retirement Plan..., Retirement Plan..., Fiduciary Protection, ERISA, 401k, Retirement Planning, Portfolio Management, Estate Planning, Life Insurance, Long Term Care Insurance, Non-Qualified Deferred..., Wealth Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Retirement, Wealth Management..., Employee Benefits
Education
College of Financial Planning 2008 — 2011
Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R), Financial Planning and ERISA Retirement Planning
The American College 1989 — 1992
Chartered Financial Consultant, ChFC (R), Chartered Life Insurance Underwriter, CLU (R), Financial, estate and insurance planning
University of Colorado at Boulder 1984 — 1988
Bachelor of Arts (BA), Economics and Communications
Merrill Lynch July 2010 - April 2012
UBS January 2007 - November 2007
Wachovia Securities, LLC September 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) July 2003 - May 2004
ING March 2000 - July 2003
Pacific Life February 1996 - January 2000
Self Employed - Financial Services June 1988 - February 1996
Skills
Retirement Plan..., Retirement Plan..., Fiduciary Protection, ERISA, 401k, Retirement Planning, Portfolio Management, Estate Planning, Life Insurance, Long Term Care Insurance, Non-Qualified Deferred..., Wealth Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Retirement, Wealth Management..., Employee Benefits
Education
College of Financial Planning 2008 — 2011
Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R), Financial Planning and ERISA Retirement Planning
The American College 1989 — 1992
Chartered Financial Consultant, ChFC (R), Chartered Life Insurance Underwriter, CLU (R), Financial, estate and insurance planning
University of Colorado at Boulder 1984 — 1988
Bachelor of Arts (BA), Economics and Communications
Marlon Sims Marlon Sims's Merrill Lynch Experience March 1999 - April 2001
Job Manager, Professional Services at Adaptive Insights
Industry Computer Software
Experience
Adaptive Insights December 2014 - Present
Adaptive Insights March 2014 - December 2014
Adaptive Insights April 2012 - March 2014
DocuSign, Inc. February 2011 - March 2012
Wind River (subsidiary of Intel Corp.) November 2008 - February 2011
Gap Inc. April 2007 - April 2008
Gap Inc. March 2005 - April 2007
Wells Fargo Advisors (formerly Wachovia Securities) April 2001 - March 2005
Merrill Lynch March 1999 - April 2001
Skills
Salesforce.com, SaaS, Forecasting, Cross-functional Team..., Product Management, Enterprise Software, Analytics, Competitive Analysis, Financial Modeling, Financial Analysis, Sales, Process Improvement, Strategic Planning, Business Strategy, Budgets, Start-ups, Project Management, Account Management, Team Building, Business Development, Product Marketing, Business Process..., Management, Leadership, Marketing, Strategic Partnerships, Sales Operations, E-commerce, Business Process, Analysis, Project Planning, Adaptive Planning, Adaptive Consolidation, Adaptive Discovery, Business Intelligence, CRM, Product Development, Professional Services, Business Analysis, Plannning
Education
University of San Francisco - Masagung Graduate School of Management 2002 — 2004
MBA, Business Management
University of Colorado Boulder 1995 — 1999
B.A., English, Business Administration
Adaptive Insights December 2014 - Present
Adaptive Insights March 2014 - December 2014
Adaptive Insights April 2012 - March 2014
DocuSign, Inc. February 2011 - March 2012
Wind River (subsidiary of Intel Corp.) November 2008 - February 2011
Gap Inc. April 2007 - April 2008
Gap Inc. March 2005 - April 2007
Wells Fargo Advisors (formerly Wachovia Securities) April 2001 - March 2005
Merrill Lynch March 1999 - April 2001
Skills
Salesforce.com, SaaS, Forecasting, Cross-functional Team..., Product Management, Enterprise Software, Analytics, Competitive Analysis, Financial Modeling, Financial Analysis, Sales, Process Improvement, Strategic Planning, Business Strategy, Budgets, Start-ups, Project Management, Account Management, Team Building, Business Development, Product Marketing, Business Process..., Management, Leadership, Marketing, Strategic Partnerships, Sales Operations, E-commerce, Business Process, Analysis, Project Planning, Adaptive Planning, Adaptive Consolidation, Adaptive Discovery, Business Intelligence, CRM, Product Development, Professional Services, Business Analysis, Plannning
Education
University of San Francisco - Masagung Graduate School of Management 2002 — 2004
MBA, Business Management
University of Colorado Boulder 1995 — 1999
B.A., English, Business Administration
Carlos Menegocci Carlos Menegocci's Merrill Lynch Experience January 2012 - May 2012
Job Financial Advisor at Personal Capital
Industry Market Research
Experience
Personal Capital April 2015 - Present
Charter Equity Research March 2014 - April 2015
S&P Capital IQ November 2013 - February 2014
S&P Capital IQ June 2012 - November 2013
Merrill Lynch January 2012 - May 2012
Skills
Equity Research, Financial Analysis, Analysis, Financial Modeling, Market Research, Stock Market, Portfolio Management, PowerPivot, Microsoft Excel, Economics, Mutual Funds, Finance, Equities, Securities, Pivot Tables, Financial Economics, Market Analysis, International Market..., Stock Trading, Bond Markets, Risk Assessment, Microsoft SQL Server, Access Database, Investments, Valuation, Financial Statement..., Asset Allocation, Capital IQ, Microsoft Office, Microsoft Word, Bloomberg, Bloomberg Terminal
Education
University of Colorado at Colorado Springs 2011 — 2012
Bachelor of Arts (B.A.), Economics, 3.93
Personal Capital April 2015 - Present
Charter Equity Research March 2014 - April 2015
S&P Capital IQ November 2013 - February 2014
S&P Capital IQ June 2012 - November 2013
Merrill Lynch January 2012 - May 2012
Skills
Equity Research, Financial Analysis, Analysis, Financial Modeling, Market Research, Stock Market, Portfolio Management, PowerPivot, Microsoft Excel, Economics, Mutual Funds, Finance, Equities, Securities, Pivot Tables, Financial Economics, Market Analysis, International Market..., Stock Trading, Bond Markets, Risk Assessment, Microsoft SQL Server, Access Database, Investments, Valuation, Financial Statement..., Asset Allocation, Capital IQ, Microsoft Office, Microsoft Word, Bloomberg, Bloomberg Terminal
Education
University of Colorado at Colorado Springs 2011 — 2012
Bachelor of Arts (B.A.), Economics, 3.93
Luke L. Wiley, CERTIFIED FINANCIAL PLANNER® Luke L. Wiley, CERTIFIED FINANCIAL PLANNER®'s Merrill Lynch Experience July 1997 - January 2009
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Merrill Lynch July 1997 - January 2009
Education
University of Cincinnati College of Business 1994 — 1997
BBA, Triple Major-Finance, Accounting, Real Estate
UBS Financial Services Inc. January 2009 - Present
Merrill Lynch July 1997 - January 2009
Education
University of Cincinnati College of Business 1994 — 1997
BBA, Triple Major-Finance, Accounting, Real Estate
Matthew Mayer Matthew Mayer's Merrill Lynch Experience January 2014 - March 2014
Job Multimedia Sales Executive at The Sacramento Bee
Industry Marketing and Advertising
Experience
The Sacramento Bee October 2015 - Present
Accomplice September 2014 - September 2015
Music You Need, Inc February 2014 - February 2015
FestEvo March 2014 - June 2014
Merrill Lynch January 2014 - March 2014
Ideal Properties Group September 2013 - October 2013
Stribling & Associates January 2013 - July 2013
Fox Filmed Entertainment November 2012 - January 2013
Fox Filmed Entertainment October 2012 - November 2012
Legendary Pictures April 2012 - November 2012
Skills
Social Media, Film, Advertising, Digital Media, Social Networking, Social Media Marketing, Photography, Screenwriting, Editing, Producing, Film Production, Facebook, Sales, Microsoft Office, Digital Marketing, Documentaries, Directing, Blogging, Final Cut Pro, Entertainment, Event Planning, Marketing Strategy, Radio, Video Production, Event Management, Feature Films, Television, Video, Video Editing, Great Organizer, Social Skills, Marketing, Lead Qualification, Lead Generation, Positive Energy, Salesforce.com, Networking, Leadership, Teamwork, Email Marketing
Education
University of Colorado Boulder 2006 — 2010
Bachelor of Arts, Communication
Marin Catholic 2002 — 2006
Saint Mark's School 1994 — 2006
The Sacramento Bee October 2015 - Present
Accomplice September 2014 - September 2015
Music You Need, Inc February 2014 - February 2015
FestEvo March 2014 - June 2014
Merrill Lynch January 2014 - March 2014
Ideal Properties Group September 2013 - October 2013
Stribling & Associates January 2013 - July 2013
Fox Filmed Entertainment November 2012 - January 2013
Fox Filmed Entertainment October 2012 - November 2012
Legendary Pictures April 2012 - November 2012
Skills
Social Media, Film, Advertising, Digital Media, Social Networking, Social Media Marketing, Photography, Screenwriting, Editing, Producing, Film Production, Facebook, Sales, Microsoft Office, Digital Marketing, Documentaries, Directing, Blogging, Final Cut Pro, Entertainment, Event Planning, Marketing Strategy, Radio, Video Production, Event Management, Feature Films, Television, Video, Video Editing, Great Organizer, Social Skills, Marketing, Lead Qualification, Lead Generation, Positive Energy, Salesforce.com, Networking, Leadership, Teamwork, Email Marketing
Education
University of Colorado Boulder 2006 — 2010
Bachelor of Arts, Communication
Marin Catholic 2002 — 2006
Saint Mark's School 1994 — 2006
Peter Goldmacher Peter Goldmacher's Merrill Lynch Experience 1999 - 2002
Job Vice President Strategy and Market Development at Aerospike, Inc.
Industry Computer Software
Experience
Aerospike, Inc. February 2015 - Present
Independent Advisory Services August 2014 - January 2015
MongoDB June 2014 - August 2014
Cowen and Company June 2004 - June 2014
BMC Software 2003 - 2003
Merrill Lynch 1999 - 2002
Oracle 1993 - 1998
Skills
Enterprise Software, Management, Start-ups, Strategic Partnerships, SaaS, Financial Modeling, Cloud Computing, Business Strategy, Strategy, Salesforce.com
Education
University of Colorado at Boulder 1988 — 1992
MA, Political Science
MUS
MUS
MUS
Aerospike, Inc. February 2015 - Present
Independent Advisory Services August 2014 - January 2015
MongoDB June 2014 - August 2014
Cowen and Company June 2004 - June 2014
BMC Software 2003 - 2003
Merrill Lynch 1999 - 2002
Oracle 1993 - 1998
Skills
Enterprise Software, Management, Start-ups, Strategic Partnerships, SaaS, Financial Modeling, Cloud Computing, Business Strategy, Strategy, Salesforce.com
Education
University of Colorado at Boulder 1988 — 1992
MA, Political Science
MUS
MUS
MUS
Laura Whitlock Laura Whitlock's Merrill Lynch Experience 2001 - 2004
Job Marketing Executive and Strategist
Industry Nonprofit Organization Management
Experience
Great-West Financial September 2004 - March 2015
Merrill Lynch 2001 - 2004
J.D. Edwards 1998 - 2001
Resources Trust Company 1987 - 1998
Resources Trust Company/Fiserv ISS 1987 - 1998
Skills
Mutual Funds, Marketing Communications, Financial Services, Management, Social Media Marketing, Marketing Management, Leadership, Strategy, Project Management, Business Development, Series 63, CRM, Marketing Strategy, Integrated Marketing, Investments, Product Development, Strategic Planning, Marketing, Email Marketing, Business Strategy, Competitive Analysis, Social Media, Employee Benefits, Sales Operations, Retirement, Public Relations, 401k, Product Marketing, Retirement Planning, Corporate Communications, Insurance, Series 6, Copywriting, Relationship Management, Vendor Management, Digital Marketing, Direct Marketing, Account Management, Strategic Communications, Lead Generation, Media Relations, Internal Communications, Advertising, Team Building, Team Motivation
Education
University of Colorado Boulder 1979 — 1981
Bachelor of Science (B.S.), Journalism
University of Denver 1977 — 1979
Mass Comm
Centennial High School
Great-West Financial September 2004 - March 2015
Merrill Lynch 2001 - 2004
J.D. Edwards 1998 - 2001
Resources Trust Company 1987 - 1998
Resources Trust Company/Fiserv ISS 1987 - 1998
Skills
Mutual Funds, Marketing Communications, Financial Services, Management, Social Media Marketing, Marketing Management, Leadership, Strategy, Project Management, Business Development, Series 63, CRM, Marketing Strategy, Integrated Marketing, Investments, Product Development, Strategic Planning, Marketing, Email Marketing, Business Strategy, Competitive Analysis, Social Media, Employee Benefits, Sales Operations, Retirement, Public Relations, 401k, Product Marketing, Retirement Planning, Corporate Communications, Insurance, Series 6, Copywriting, Relationship Management, Vendor Management, Digital Marketing, Direct Marketing, Account Management, Strategic Communications, Lead Generation, Media Relations, Internal Communications, Advertising, Team Building, Team Motivation
Education
University of Colorado Boulder 1979 — 1981
Bachelor of Science (B.S.), Journalism
University of Denver 1977 — 1979
Mass Comm
Centennial High School
Jennifer Talbot Jennifer Talbot's Merrill Lynch Experience June 2001 - January 2004
Job Product Manager at Seagate Technology
Industry Marketing and Advertising
Experience
Seagate Technology June 2014 - Present
University of Colorado at Boulder August 2011 - May 2013
DigitalGlobe June 2012 - April 2013
CUNA Mutual Group February 2004 - September 2007
Merrill Lynch June 2001 - January 2004
Merrill Lynch June 1999 - June 2001
Skills
Financial Modeling, Data Analysis, Market Research, Competitive Analysis, Marketing Strategy, Financial Analysis, Strategic Planning, Project Management, Analytics, Marketing, Marketing Management, Business Development, Analysis, Entrepreneurship, Product Management, Strategy, Market Analysis
Education
University of Colorado at Boulder 2011 — 2013
Master of Business Administration (MBA)
University of Wyoming 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Seagate Technology June 2014 - Present
University of Colorado at Boulder August 2011 - May 2013
DigitalGlobe June 2012 - April 2013
CUNA Mutual Group February 2004 - September 2007
Merrill Lynch June 2001 - January 2004
Merrill Lynch June 1999 - June 2001
Skills
Financial Modeling, Data Analysis, Market Research, Competitive Analysis, Marketing Strategy, Financial Analysis, Strategic Planning, Project Management, Analytics, Marketing, Marketing Management, Business Development, Analysis, Entrepreneurship, Product Management, Strategy, Market Analysis
Education
University of Colorado at Boulder 2011 — 2013
Master of Business Administration (MBA)
University of Wyoming 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Eric Armstrong Eric Armstrong's Merrill Lynch Experience 2009 - 2010
Job Quality Control Manager at MegaStar Financial
Industry Real Estate
Experience
MegaStar Financial March 2014 - Present
MegaStar Financial 2010 - Present
Merrill Lynch 2009 - 2010
Skills
Microsoft Office, Customer Service, Management, Finance, Sales, Social Media, Marketing, Financial Analysis, Credit, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Marketing, Finance and Philosophy
MegaStar Financial March 2014 - Present
MegaStar Financial 2010 - Present
Merrill Lynch 2009 - 2010
Skills
Microsoft Office, Customer Service, Management, Finance, Sales, Social Media, Marketing, Financial Analysis, Credit, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Marketing, Finance and Philosophy
Vi Tran's Merrill Lynch Experience February 2003 - July 2003
Job Marketing Manager at Spectrum Business, Charter Communications
Industry Marketing and Advertising
Experience
Charter Communications April 2015 - Present
Charter Communications July 2014 - March 2015
Dish Network November 2012 - June 2014
Dish Network August 2011 - October 2012
DISH Network February 2009 - August 2011
California Scents June 2006 - October 2008
Alpine Metals July 2005 - November 2005
Merrill Lynch February 2003 - July 2003
Skills
Adobe Creative Suite, Creative Direction, Direct Marketing, Lead Generation, Leadership, Marketing, Marketing Strategy, Sales, Competitive Analysis, Graphic Design, InDesign, Advertising, Digital Marketing, Media Planning, Brand Development, Multi-channel Marketing, Customer Acquisition, Mobile Marketing, Brand Management, Illustrator, Microsoft Office, PowerPoint, Microsoft Excel, Management
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Bachelor's Degree, Marketing
University of Colorado Denver
Charter Communications April 2015 - Present
Charter Communications July 2014 - March 2015
Dish Network November 2012 - June 2014
Dish Network August 2011 - October 2012
DISH Network February 2009 - August 2011
California Scents June 2006 - October 2008
Alpine Metals July 2005 - November 2005
Merrill Lynch February 2003 - July 2003
Skills
Adobe Creative Suite, Creative Direction, Direct Marketing, Lead Generation, Leadership, Marketing, Marketing Strategy, Sales, Competitive Analysis, Graphic Design, InDesign, Advertising, Digital Marketing, Media Planning, Brand Development, Multi-channel Marketing, Customer Acquisition, Mobile Marketing, Brand Management, Illustrator, Microsoft Office, PowerPoint, Microsoft Excel, Management
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Bachelor's Degree, Marketing
University of Colorado Denver
Rachel Siegel Rachel Siegel's Merrill Lynch Experience May 2004 - June 2004
Job Solutionstar, Closing Manager
Industry Financial Services
Experience
Solutionstar December 2014 - Present
Specialized Title Services LLC-Specialized Loan Servicing September 2012 - Present
Lender Processing Services, Inc. (LPS) June 2008 - September 2012
Lender Processing Services, Inc. (LPS) January 2008 - June 2008
Lender Processing Services, Inc. (LPS) June 2007 - December 2007
FTI Consulting June 2005 - July 2005
Beacon Medical Realty Advsiors June 2004 - July 2004
Merrill Lynch May 2004 - June 2004
Alison Brod Public Relations May 2003 - July 2003
Skills
Microsoft Office, Oracle, Management, Marketing, Loans, Asset Management, REO, Marketing Strategy, Selling, Insurance, Portfolio Management, Human Resources, Team Management, Analysis, Sellers, Property, Data Analysis, Nonprofits, Banking, Project Management, Financial Analysis, Mortgage Banking
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science, Finance
Newark Academy 1997 — 2003
Solutionstar December 2014 - Present
Specialized Title Services LLC-Specialized Loan Servicing September 2012 - Present
Lender Processing Services, Inc. (LPS) June 2008 - September 2012
Lender Processing Services, Inc. (LPS) January 2008 - June 2008
Lender Processing Services, Inc. (LPS) June 2007 - December 2007
FTI Consulting June 2005 - July 2005
Beacon Medical Realty Advsiors June 2004 - July 2004
Merrill Lynch May 2004 - June 2004
Alison Brod Public Relations May 2003 - July 2003
Skills
Microsoft Office, Oracle, Management, Marketing, Loans, Asset Management, REO, Marketing Strategy, Selling, Insurance, Portfolio Management, Human Resources, Team Management, Analysis, Sellers, Property, Data Analysis, Nonprofits, Banking, Project Management, Financial Analysis, Mortgage Banking
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science, Finance
Newark Academy 1997 — 2003
Doug Behnfield's Merrill Lynch Experience January 1977 - January 2009
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS June 2009 - Present
Merrill Lynch January 1977 - January 2009
Education
University of Colorado at Boulder
UBS June 2009 - Present
Merrill Lynch January 1977 - January 2009
Education
University of Colorado at Boulder
Jessica A. Snyder Jessica A. Snyder's Merrill Lynch Experience 1997 - 1998
Job Consultant
Industry Marketing and Advertising
Experience
Consultant August 2014 - Present
Santa Barbara Hotel Group July 2012 - April 2014
LaunchPoint Technologies, Inc. & Gravity Power, LLC February 2009 - November 2010
PCR Services Corporation 2005 - November 2008
Sony Pictures Television, Inc. 2002 - 2005
Intertainer, Inc., 2001 - 2002
Perkins & Will, Inc. 1999 - 2001
AFS Brokerage, Inc. 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
Conversational Italian, Writing and Publishing..., Business Development, Copy Editing, Copywriting, Editing, Event Management, Event Planning, Leadership, Management, Marketing, Newsletters, Press Releases, Project Management, Proposal Writing, Public Relations, Publishing, Social Media, Trade Shows, Market Research, Advertising, Publicity, Facebook, Contract Negotiation, Microsoft Office, Proofreading, Web Content, Grant Writing, Publications, Editorial, Corporate Communications, Internal Communications
Education
University of Colorado at Boulder 1993 — 1997
Journalism, Journalism, Mass Communications, Public Relations, Writing, Editing, Psychology, 3.9
Consultant August 2014 - Present
Santa Barbara Hotel Group July 2012 - April 2014
LaunchPoint Technologies, Inc. & Gravity Power, LLC February 2009 - November 2010
PCR Services Corporation 2005 - November 2008
Sony Pictures Television, Inc. 2002 - 2005
Intertainer, Inc., 2001 - 2002
Perkins & Will, Inc. 1999 - 2001
AFS Brokerage, Inc. 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
Conversational Italian, Writing and Publishing..., Business Development, Copy Editing, Copywriting, Editing, Event Management, Event Planning, Leadership, Management, Marketing, Newsletters, Press Releases, Project Management, Proposal Writing, Public Relations, Publishing, Social Media, Trade Shows, Market Research, Advertising, Publicity, Facebook, Contract Negotiation, Microsoft Office, Proofreading, Web Content, Grant Writing, Publications, Editorial, Corporate Communications, Internal Communications
Education
University of Colorado at Boulder 1993 — 1997
Journalism, Journalism, Mass Communications, Public Relations, Writing, Editing, Psychology, 3.9
Alex Gilman Alex Gilman's Merrill Lynch Experience June 2013 - August 2013
Job Graduate of The University of Colorado
Industry Financial Services
Experience
Yelp 2015 - Present
Spyglass Capital Partners June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Ramaquois Day Camp June 2009 - August 2012
Skills
Strategic Financial..., Financial Analysis, Group Leadership, Fundraising, Financial Modeling, Research, Microsoft Office, Budgets, Wealth Management, Finance, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2012 — 2015
Bachelor of Science (B.S.), Business Administration with a concentration in Finance
Dwight Englewood School 2007 — 2011
High School Diploma
Yelp 2015 - Present
Spyglass Capital Partners June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Ramaquois Day Camp June 2009 - August 2012
Skills
Strategic Financial..., Financial Analysis, Group Leadership, Fundraising, Financial Modeling, Research, Microsoft Office, Budgets, Wealth Management, Finance, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2012 — 2015
Bachelor of Science (B.S.), Business Administration with a concentration in Finance
Dwight Englewood School 2007 — 2011
High School Diploma
Scott Issel, CPA Scott Issel, CPA's Merrill Lynch Experience May 2005 - January 2006
Job Vice President, CFO at Cherry Creek Mortgage
Industry Banking
Experience
Cherry Creek Mortgage June 2014 - Present
Sandspring Resources January 2009 - December 2014
Sopris, LLC January 2006 - January 2009
Merrill Lynch May 2005 - January 2006
The Tile Warehouse, INC January 2001 - January 2006
Skills
Financial Reporting, Budgeting, Valuation, IFRS, Investments, Due Diligence, Financial Analysis, Financial Modeling, Cash Management, Accounting, SEC reporting, Cash Flow, Corporate Finance, Internal Controls, Forecasting
Education
University of Notre Dame 2004 — 2005
MBA, Finance
University of Notre DameSouth 2004 — 2005
Master, Business Administration; corporate finance
Leeds School of 1997 — 2001
Bachelor of Science, accounting and finance
University of Colorado Boulder 1997 — 2001
BS, Accounting
Cherry Creek Mortgage June 2014 - Present
Sandspring Resources January 2009 - December 2014
Sopris, LLC January 2006 - January 2009
Merrill Lynch May 2005 - January 2006
The Tile Warehouse, INC January 2001 - January 2006
Skills
Financial Reporting, Budgeting, Valuation, IFRS, Investments, Due Diligence, Financial Analysis, Financial Modeling, Cash Management, Accounting, SEC reporting, Cash Flow, Corporate Finance, Internal Controls, Forecasting
Education
University of Notre Dame 2004 — 2005
MBA, Finance
University of Notre DameSouth 2004 — 2005
Master, Business Administration; corporate finance
Leeds School of 1997 — 2001
Bachelor of Science, accounting and finance
University of Colorado Boulder 1997 — 2001
BS, Accounting
Summer Pearl Summer Pearl's Merrill Lynch Experience June 2000 - December 2001
Job retirement planning at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price 2002 - Present
T.Rowe Price August 2002 - April 2004
Merrill Lynch June 2000 - December 2001
Education
University of Colorado Colorado Springs 1998 — 2002
Bachelor of Science, Business
Ponderosa High School 1994 — 1998
T. Rowe Price 2002 - Present
T.Rowe Price August 2002 - April 2004
Merrill Lynch June 2000 - December 2001
Education
University of Colorado Colorado Springs 1998 — 2002
Bachelor of Science, Business
Ponderosa High School 1994 — 1998
Gary Hamilton Gary Hamilton's Merrill Lynch Experience August 1973 - June 1990
Job
Industry Investment Banking
Experience
W.G. Nielsen & Co. August 2013 - Present
Sun Strategies International December 2013 - Present
Colorado Fund for People with Disabilities 2012 - 2014
QSR Russia, Ltd. (Quiznos Master Franchisee for Russia) September 2011 - January 2013
WorldWide Papa's, Plc (Papa Johns Area Developer for St. Petersburg, Russia) August 2008 - January 2013
W.G. Nielsen & Co. March 2003 - August 2008
Stanford Group Company 1996 - 1998
Paine Webber / UBS July 1990 - July 1994
Merrill Lynch August 1973 - June 1990
Skills
Valuation, Venture Capital, Private Equity, Executive Management, Structured Finance, Corporate Development, Financial Goals, Investment Banking, Corporate Finance, Equities, Due Diligence, Mergers, IPO, Mergers & Acquisitions, Divestitures, Hedge Funds, Joint Ventures, Acquisitions, Financial Advisory, Corporate Governance, Alternative Investments, Entrepreneurship, Leveraged Finance, Acquisition Integration, Start-ups, Restructuring, Investments, Strategy, Financial Modeling, Investor Relations, Business Valuation, Capital, Private Placements, Securities, Trading, M&A experience, Financial Services, Portfolio Management, Finance, Emerging Markets, Capital Markets, Capital Raising, Investment Management, Funding, Financial Structuring, Financial Analysis, Investment Strategies, Financial Markets, Asset Management, Investment Advisory
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
BS
University of Oxford
W.G. Nielsen & Co. August 2013 - Present
Sun Strategies International December 2013 - Present
Colorado Fund for People with Disabilities 2012 - 2014
QSR Russia, Ltd. (Quiznos Master Franchisee for Russia) September 2011 - January 2013
WorldWide Papa's, Plc (Papa Johns Area Developer for St. Petersburg, Russia) August 2008 - January 2013
W.G. Nielsen & Co. March 2003 - August 2008
Stanford Group Company 1996 - 1998
Paine Webber / UBS July 1990 - July 1994
Merrill Lynch August 1973 - June 1990
Skills
Valuation, Venture Capital, Private Equity, Executive Management, Structured Finance, Corporate Development, Financial Goals, Investment Banking, Corporate Finance, Equities, Due Diligence, Mergers, IPO, Mergers & Acquisitions, Divestitures, Hedge Funds, Joint Ventures, Acquisitions, Financial Advisory, Corporate Governance, Alternative Investments, Entrepreneurship, Leveraged Finance, Acquisition Integration, Start-ups, Restructuring, Investments, Strategy, Financial Modeling, Investor Relations, Business Valuation, Capital, Private Placements, Securities, Trading, M&A experience, Financial Services, Portfolio Management, Finance, Emerging Markets, Capital Markets, Capital Raising, Investment Management, Funding, Financial Structuring, Financial Analysis, Investment Strategies, Financial Markets, Asset Management, Investment Advisory
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
BS
University of Oxford
Brian Stavis Brian Stavis's Merrill Lynch Experience May 2011 - August 2011
Job Business Development at Kixer, Inc.
Industry Marketing and Advertising
Experience
Kixer, Inc. April 2015 - Present
Fullscreen, Inc September 2014 - April 2015
Evolve Media, LLC March 2014 - September 2014
Evolve Media, LLC May 2013 - March 2014
Evolve Media, LLC June 2012 - April 2013
Merrill Lynch May 2011 - August 2011
Marcus & Millichap June 2010 - August 2010
International Creative Management (ICM) June 2009 - August 2009
Skills
Online Advertising, Digital Media, Advertising, comScore, Social Media, CRM, Blogging, Marketing, Business Development, Sales, New Business Development, Digital Strategy, Google Analytics, DoubleClick, Digital Marketing, Content Marketing, Advertising Operations, Ad Optimization, Brand Awareness, Social Media Marketing, Online Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor's degree, Economics
Calabasas High School
Kixer, Inc. April 2015 - Present
Fullscreen, Inc September 2014 - April 2015
Evolve Media, LLC March 2014 - September 2014
Evolve Media, LLC May 2013 - March 2014
Evolve Media, LLC June 2012 - April 2013
Merrill Lynch May 2011 - August 2011
Marcus & Millichap June 2010 - August 2010
International Creative Management (ICM) June 2009 - August 2009
Skills
Online Advertising, Digital Media, Advertising, comScore, Social Media, CRM, Blogging, Marketing, Business Development, Sales, New Business Development, Digital Strategy, Google Analytics, DoubleClick, Digital Marketing, Content Marketing, Advertising Operations, Ad Optimization, Brand Awareness, Social Media Marketing, Online Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor's degree, Economics
Calabasas High School
David J. Evans, CFP® David J. Evans, CFP®'s Merrill Lynch Experience September 2008 - September 2012
Job Senior Vice President Financial Advisor, Portfolio Manager Portfolio Focus, The Evans Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2012 - Present
Merrill Lynch September 2008 - September 2012
Wachovia Securities, LLC. 2000 - 2008
Dain Rauscher 1990 - 2000
Hanifen Imhoff 1985 - 1990
Dain Bosworth 1982 - 1985
Boettcher & Company 1979 - 1982
Paine Webber Jackson & Curtis 1976 - 1979
Bosworth Sullivan & Co 1976 - 1976
Education
University of Colorado at Boulder 1970 — 1974
Bachelor's Degree, Microbiology
RBC Wealth Management September 2012 - Present
Merrill Lynch September 2008 - September 2012
Wachovia Securities, LLC. 2000 - 2008
Dain Rauscher 1990 - 2000
Hanifen Imhoff 1985 - 1990
Dain Bosworth 1982 - 1985
Boettcher & Company 1979 - 1982
Paine Webber Jackson & Curtis 1976 - 1979
Bosworth Sullivan & Co 1976 - 1976
Education
University of Colorado at Boulder 1970 — 1974
Bachelor's Degree, Microbiology
Andrew Burwell's Merrill Lynch Experience January 1999 - January 2009
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2009 - Present
Merrill Lynch January 1999 - January 2009
Education
University of Colorado Boulder 1994 — 1998
Morgan Stanley Smith Barney January 2009 - Present
Merrill Lynch January 1999 - January 2009
Education
University of Colorado Boulder 1994 — 1998
AJ Kelleher's Merrill Lynch Experience January 2000 - June 2004
Job Certified Financial Planner® at Connecticut Financial Group, LLC
Industry Financial Services
Experience
Managing Partner, Connecticut Financial Group, LLC July 2004 - Present
Merrill Lynch January 2000 - June 2004
Skills
Portfolio Management, Financial Modeling, Investments, Asset Management, Financial Analysis, Risk Management, Financial Planning, Strategic Planning, Fixed Income, Microsoft Office, Business Strategy, Credit, Microsoft Excel, Business Development
Education
University of Colorado Boulder 1993 — 1997
Bachelor, Sociology
Managing Partner, Connecticut Financial Group, LLC July 2004 - Present
Merrill Lynch January 2000 - June 2004
Skills
Portfolio Management, Financial Modeling, Investments, Asset Management, Financial Analysis, Risk Management, Financial Planning, Strategic Planning, Fixed Income, Microsoft Office, Business Strategy, Credit, Microsoft Excel, Business Development
Education
University of Colorado Boulder 1993 — 1997
Bachelor, Sociology
Dan Radetsky, MBA's Merrill Lynch Experience August 1996 - April 2002
Job Team Manager, Transcom
Industry Consumer Services
Experience
Transcom October 2012 - Present
Banfield Pet Hospital June 2011 - May 2012
Strategic Programs, Inc. October 2007 - November 2008
Group Voyagers, Inc. October 2002 - February 2007
Merrill Lynch August 1996 - April 2002
Skills
Training, Leadership Development, Performance Management, Leadership, Team Building, Strategic Planning, New Business Development, Program Management, Project Management, Customer Service, Analysis, Employee Engagement, International Relations, Technology, Information Technology, Virtual Teams, Practice Management, Veterinary Medicine, Time Management, Management, Process Improvement, Call Centers, Interviews, Customer Retention, Troubleshooting, Coaching, Change Management, Performance Improvement, Metrics, Public Speaking, CRM, Sales, Customer Satisfaction, Strategy, Teamwork, Telecommunications, Human Resources, Operations Management
Education
University of Denver - Daniels College of Business 1993 — 1995
MBA, International Marketing
University of Colorado Boulder 1990 — 1993
BSs, Finance and International Business
Transcom October 2012 - Present
Banfield Pet Hospital June 2011 - May 2012
Strategic Programs, Inc. October 2007 - November 2008
Group Voyagers, Inc. October 2002 - February 2007
Merrill Lynch August 1996 - April 2002
Skills
Training, Leadership Development, Performance Management, Leadership, Team Building, Strategic Planning, New Business Development, Program Management, Project Management, Customer Service, Analysis, Employee Engagement, International Relations, Technology, Information Technology, Virtual Teams, Practice Management, Veterinary Medicine, Time Management, Management, Process Improvement, Call Centers, Interviews, Customer Retention, Troubleshooting, Coaching, Change Management, Performance Improvement, Metrics, Public Speaking, CRM, Sales, Customer Satisfaction, Strategy, Teamwork, Telecommunications, Human Resources, Operations Management
Education
University of Denver - Daniels College of Business 1993 — 1995
MBA, International Marketing
University of Colorado Boulder 1990 — 1993
BSs, Finance and International Business
Jennifer Moulton Ziegenmeyer's Merrill Lynch Experience September 2000 - February 2001
Job Executive Assistant at Zed USA
Industry Media Production
Experience
Zed April 2007 - December 2008
Great-West Healthcare April 2005 - February 2007
World Savings March 2004 - February 2005
World Savings October 2001 - March 2004
Merrill Lynch September 2000 - February 2001
Merrill Lynch July 1999 - September 2000
Education
University of Colorado Boulder 1996 — 1999
Zed April 2007 - December 2008
Great-West Healthcare April 2005 - February 2007
World Savings March 2004 - February 2005
World Savings October 2001 - March 2004
Merrill Lynch September 2000 - February 2001
Merrill Lynch July 1999 - September 2000
Education
University of Colorado Boulder 1996 — 1999
Jeff Miller, CFA, CAIA's Merrill Lynch Experience June 2006 - Present
Job Sr. Fixed Income Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2006 - Present
Boston Capital January 2005 - June 2006
CDR Management June 2002 - October 2005
mPower Advisors August 1999 - August 2001
Franklin Templeton Investments July 1998 - November 1999
Skills
Portfolio Management, Asset Managment, Analysis, Asset Allocation, Valuation, Hedge Funds, Financial Modeling, Investment Management, Finance, Securities, Investments, Risk Management, Equities, Mutual Funds, Fixed Income, Bloomberg, Private Equity, Equity Research, Asset Management, Credit Analysis
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1998
B.S. Business Administration, Finance
Fletcher School of Law and Diplomacy - Summer Session 2008 — 2008
International Economics
Chartered Alternative Investment Analyst (CAIA) Designation
Chartered Financial Analyst (CFA) Designation
Merrill Lynch June 2006 - Present
Boston Capital January 2005 - June 2006
CDR Management June 2002 - October 2005
mPower Advisors August 1999 - August 2001
Franklin Templeton Investments July 1998 - November 1999
Skills
Portfolio Management, Asset Managment, Analysis, Asset Allocation, Valuation, Hedge Funds, Financial Modeling, Investment Management, Finance, Securities, Investments, Risk Management, Equities, Mutual Funds, Fixed Income, Bloomberg, Private Equity, Equity Research, Asset Management, Credit Analysis
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1998
B.S. Business Administration, Finance
Fletcher School of Law and Diplomacy - Summer Session 2008 — 2008
International Economics
Chartered Alternative Investment Analyst (CAIA) Designation
Chartered Financial Analyst (CFA) Designation
Vladimir Kamenev's Merrill Lynch Experience October 2009 - January 2010
Job Sr. Business Analyst, Financial Services SME
Industry Financial Services
Experience
IMPRO SYSTEMS, Inc January 2006 - Present
BNY Mellon September 2012 - August 2014
Royal Bank of Scotland March 2011 - September 2012
Deutsche Bank June 2010 - January 2011
Misys February 2010 - June 2010
Merrill Lynch October 2009 - January 2010
Markit June 2008 - June 2009
Merrill Lynch October 2007 - June 2008
HSBC Securities November 2006 - July 2007
Bank of America January 2006 - November 2006
Skills
Derivatives, Fixed Income, Business Analysis, Project Management, FX Options, SDLC, Bloomberg, Back Office, Equities, Trading, Risk Management, Financial Markets
Education
Futures in Information Technology 2000 — 2001
Certificate, Information Technology
University of Colorado Boulder 1991 — 1994
IMPRO SYSTEMS, Inc January 2006 - Present
BNY Mellon September 2012 - August 2014
Royal Bank of Scotland March 2011 - September 2012
Deutsche Bank June 2010 - January 2011
Misys February 2010 - June 2010
Merrill Lynch October 2009 - January 2010
Markit June 2008 - June 2009
Merrill Lynch October 2007 - June 2008
HSBC Securities November 2006 - July 2007
Bank of America January 2006 - November 2006
Skills
Derivatives, Fixed Income, Business Analysis, Project Management, FX Options, SDLC, Bloomberg, Back Office, Equities, Trading, Risk Management, Financial Markets
Education
Futures in Information Technology 2000 — 2001
Certificate, Information Technology
University of Colorado Boulder 1991 — 1994
Bryan Koepf's Merrill Lynch Experience Wholesale Account ExecutiveWorldCom2000 - 2004
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wholesale Account ExecutiveWorldCom2000 - 2004
Evcor Atlanta/ Kewill Systems 1996 - 2000
Education
University of Colorado Boulder 1992 — 1996
Bachelors, Marketing
Merrill Lynch Wholesale Account ExecutiveWorldCom2000 - 2004
Evcor Atlanta/ Kewill Systems 1996 - 2000
Education
University of Colorado Boulder 1992 — 1996
Bachelors, Marketing
John Pezzuti's Merrill Lynch Experience 1991 - 1996
Job Broker/Owner Metro Brokers Pezzuti & Associates
Industry Real Estate
Experience
Pezzuti & Associates July 2000 - Present
Resources Trust Company 1998 - 2000
Hanifen, Imhoff 1996 - 1997
Merrill Lynch 1991 - 1996
Skills
Sellers, REO, Real Estate, Investment Properties, Customer Service, Short Sales, Contract Negotiation, First Time Home Buyers, Property, Budgets, Residential Homes, Buyers, Real Estate Transactions, Real Estate Development, Property Management, National Association of..., Single Family Homes, Investors, Disposition, Relocation, Rentals, Foreclosures, Loans, Buyer Representation, Condos, Mortgage Lending
Education
University of Colorado Boulder 1984 — 1989
BA, International Affais
Pezzuti & Associates July 2000 - Present
Resources Trust Company 1998 - 2000
Hanifen, Imhoff 1996 - 1997
Merrill Lynch 1991 - 1996
Skills
Sellers, REO, Real Estate, Investment Properties, Customer Service, Short Sales, Contract Negotiation, First Time Home Buyers, Property, Budgets, Residential Homes, Buyers, Real Estate Transactions, Real Estate Development, Property Management, National Association of..., Single Family Homes, Investors, Disposition, Relocation, Rentals, Foreclosures, Loans, Buyer Representation, Condos, Mortgage Lending
Education
University of Colorado Boulder 1984 — 1989
BA, International Affais
Jeff Mooney's Merrill Lynch Experience January 1995 - January 2000
Job Account Executive/Business Process Specialist
Industry Information Technology and Services
Experience
American Solutions for Business January 2005 - Present
Investment Advisory Network January 2000 - January 2004
Merrill Lynch January 1995 - January 2000
Skills
HTML, Visio, SQL,..., Account Management, Agile Methodologies, Project Management, Managed Print Services
Education
University of Colorado Boulder 1989 — 1992
History and Economics
American Solutions for Business January 2005 - Present
Investment Advisory Network January 2000 - January 2004
Merrill Lynch January 1995 - January 2000
Skills
HTML, Visio, SQL,..., Account Management, Agile Methodologies, Project Management, Managed Print Services
Education
University of Colorado Boulder 1989 — 1992
History and Economics
LA Barsch's Merrill Lynch Experience 1989 - 1992
Job Consultant/Manager customer service
Industry Sporting Goods
Experience
LABS - Business Services August 2007 - April 2012
Spyder Active Sports January 2001 - July 2007
EWT 1997 - 2000
Merrill Lynch 1989 - 1992
UAL 1986 - 1989
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science, Finance
LABS - Business Services August 2007 - April 2012
Spyder Active Sports January 2001 - July 2007
EWT 1997 - 2000
Merrill Lynch 1989 - 1992
UAL 1986 - 1989
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science, Finance
Julia Schlatter's Merrill Lynch Experience June 2001 - August 2001
Job Controller at Amadeus Consulting
Industry Accounting
Experience
Amadeus Consulting February 2011 - Present
Faurot Construction November 2009 - February 2011
EPiC Energy Resources May 2009 - October 2009
Perficient December 2007 - March 2008
BoldTech / Perficient Consulting 2004 - 2008
BoldTech Systems August 2004 - December 2007
Merrill Lynch June 2001 - August 2001
Skills
Business Analysis, Business Process..., Process Improvement, Analysis, Business Intelligence, Training, Software Documentation, Program Management, Accounting, Visio, Microsoft Excel, Integration, Business Process, Project Management, Risk Management
Education
University of Denver - Daniels College of Business 2007 — 2010
MBA, General MBA
University of Colorado Boulder 2000 — 2004
Finance, Business
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, Finance
Amadeus Consulting February 2011 - Present
Faurot Construction November 2009 - February 2011
EPiC Energy Resources May 2009 - October 2009
Perficient December 2007 - March 2008
BoldTech / Perficient Consulting 2004 - 2008
BoldTech Systems August 2004 - December 2007
Merrill Lynch June 2001 - August 2001
Skills
Business Analysis, Business Process..., Process Improvement, Analysis, Business Intelligence, Training, Software Documentation, Program Management, Accounting, Visio, Microsoft Excel, Integration, Business Process, Project Management, Risk Management
Education
University of Denver - Daniels College of Business 2007 — 2010
MBA, General MBA
University of Colorado Boulder 2000 — 2004
Finance, Business
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, Finance
Tara Mangam, PHR's Merrill Lynch Experience July 2007 - March 2009
Job Director, Campus Recruiting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Tiffany Baird Merenda's Merrill Lynch Experience January 2001 - December 2001
Job Regulatory Compliance and Credit Analysis Independent Contractor
Industry Banking
Experience
Independent Contractor, Banking (Steele Street Bank & Trust) October 2010 - Present
FDIC March 2009 - October 2010
Federal Deposit Insurance Corporation March 2009 - October 2010
Nevada State Bank August 2008 - October 2008
Steele Street Bank & Trust July 2006 - June 2008
FirstBank July 2002 - July 2006
Merrill Lynch January 2001 - December 2001
Skills
Banking, Loans, Credit Analysis, Mortgage Lending, Underwriting, Portfolio Management, Loan Origination, Leadership, Management, Credit, Financial Analysis, Bank Secrecy Act, Commercial Lending, Analysis, Commercial Banking, Finance
Education
Denmark International Study Program 2000 — 2001
Business, International Business
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelors of Science, Business Administration
Independent Contractor, Banking (Steele Street Bank & Trust) October 2010 - Present
FDIC March 2009 - October 2010
Federal Deposit Insurance Corporation March 2009 - October 2010
Nevada State Bank August 2008 - October 2008
Steele Street Bank & Trust July 2006 - June 2008
FirstBank July 2002 - July 2006
Merrill Lynch January 2001 - December 2001
Skills
Banking, Loans, Credit Analysis, Mortgage Lending, Underwriting, Portfolio Management, Loan Origination, Leadership, Management, Credit, Financial Analysis, Bank Secrecy Act, Commercial Lending, Analysis, Commercial Banking, Finance
Education
Denmark International Study Program 2000 — 2001
Business, International Business
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelors of Science, Business Administration
Carrie (Bancroft) Natonek's Merrill Lynch Experience July 2011 - Present
Job Senior Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
UBS April 2006 - June 2011
Skills
Series 7, Banking, Finance, Financial Analysis, Portfolio Management, Strategic Planning, Asset Management, Equities, Investments, Financial Modeling, Project Management
Education
University of Colorado Boulder 2000 — 2004
Merrill Lynch July 2011 - Present
UBS April 2006 - June 2011
Skills
Series 7, Banking, Finance, Financial Analysis, Portfolio Management, Strategic Planning, Asset Management, Equities, Investments, Financial Modeling, Project Management
Education
University of Colorado Boulder 2000 — 2004
Kristen Adams's Merrill Lynch Experience January 2006 - May 2006
Job Project Manager at Merryl Brown Events
Industry Program Development
Experience
Merryl Brown Events September 2013 - Present
Visus LLC. February 2013 - September 2013
Merryl Brown Events January 2012 - February 2013
Accenture June 2009 - June 2011
Accenture September 2007 - June 2009
Merrill Lynch January 2006 - May 2006
Sue Firestone Associates May 2005 - August 2005
Skills
Business Strategy, Community Relations, Communications Strategy, Market Research, Event/Program Planning, Data Analysis, Budget Analysis, Presentation Development, Progress Reporting, Cross-cultural, Community Development, Project Planning, Training, Analytics, Budgets, Nonprofits, Integration, Analysis, Event Management, Strategy, Fundraising, Strategic Communications, Management, Leadership, Consulting, Project Management, Team Building
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
B.S. Business Administration, Finance
Jakarta International School 1994 — 2003
High School Diploma
Merryl Brown Events September 2013 - Present
Visus LLC. February 2013 - September 2013
Merryl Brown Events January 2012 - February 2013
Accenture June 2009 - June 2011
Accenture September 2007 - June 2009
Merrill Lynch January 2006 - May 2006
Sue Firestone Associates May 2005 - August 2005
Skills
Business Strategy, Community Relations, Communications Strategy, Market Research, Event/Program Planning, Data Analysis, Budget Analysis, Presentation Development, Progress Reporting, Cross-cultural, Community Development, Project Planning, Training, Analytics, Budgets, Nonprofits, Integration, Analysis, Event Management, Strategy, Fundraising, Strategic Communications, Management, Leadership, Consulting, Project Management, Team Building
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
B.S. Business Administration, Finance
Jakarta International School 1994 — 2003
High School Diploma
Ann Gallagher's Merrill Lynch Experience January 1990 - April 1999
Job Portfolio Director at ProBuild Holdings
Industry Program Development
Experience
ProBuild Holdings February 2013 - October 2015
Molson Coors June 2008 - February 2013
Citigroup April 1999 - December 2007
Merrill Lynch January 1990 - April 1999
Skills
Customer Relations, Cross-functional Team..., Process Improvement, Leadership, Strategy, Management, Program Management, Change Management, Strategic Planning, Business Analysis, Project Management, Business Strategy, Team Leadership, Operations Management, Team Building, Budgets, Leadership Development, Forecasting, Training, Governance, Project Delivery, Business Process..., Project Portfolio..., IT Strategy, Business Process, PMO
Education
University of Colorado at Boulder 1976 — 1980
Bachelor of Arts (BA)
ProBuild Holdings February 2013 - October 2015
Molson Coors June 2008 - February 2013
Citigroup April 1999 - December 2007
Merrill Lynch January 1990 - April 1999
Skills
Customer Relations, Cross-functional Team..., Process Improvement, Leadership, Strategy, Management, Program Management, Change Management, Strategic Planning, Business Analysis, Project Management, Business Strategy, Team Leadership, Operations Management, Team Building, Budgets, Leadership Development, Forecasting, Training, Governance, Project Delivery, Business Process..., Project Portfolio..., IT Strategy, Business Process, PMO
Education
University of Colorado at Boulder 1976 — 1980
Bachelor of Arts (BA)
Matt Papazian, CFA's Merrill Lynch Experience 1990 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1990 - Present
Baxter Healthcare 1988 - 1990
Skills
Portfolio Management, Alternative Investments, Investments, Equities, Mutual Funds, Series 7, Finance, Wealth Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Securities
Education
University of Colorado Boulder - Leeds School of Business 1984 — 1988
B.S. Finance, Finance / Accounting / Astronomy
Merrill Lynch 1990 - Present
Baxter Healthcare 1988 - 1990
Skills
Portfolio Management, Alternative Investments, Investments, Equities, Mutual Funds, Series 7, Finance, Wealth Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Securities
Education
University of Colorado Boulder - Leeds School of Business 1984 — 1988
B.S. Finance, Finance / Accounting / Astronomy
Demitra Charchalis Vallis's Merrill Lynch Experience 2002 - 2005
Job Member; Office, AR & Marketing Manager at Empire Grape Company
Industry Food & Beverages
Experience
Empire Grape Company January 2013 - Present
Farmers Fresh Fruit Company February 2011 - January 2013
Charles Schwab August 2008 - September 2010
Douglas County School District July 2007 - August 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2002
Skills
Proficiency: Greek and..., Software: MS Office:..., Proficiency: Constant..., Critically-thinking,..., Analysis, Sales, Time Management, International Relations, Teamwork, Equities, Trading, Fixed Income, Curriculum Design, Mutual Funds, Latin America, Bonds, Public Speaking, Microsoft Office, PowerPoint
Education
University of Denver 2005 — 2007
Spanish
University of Colorado Boulder 1996 — 2000
BA, International Affairs
University of Colorado Boulder 1996 — 2000
BA, Spanish Literature
Empire Grape Company January 2013 - Present
Farmers Fresh Fruit Company February 2011 - January 2013
Charles Schwab August 2008 - September 2010
Douglas County School District July 2007 - August 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2002
Skills
Proficiency: Greek and..., Software: MS Office:..., Proficiency: Constant..., Critically-thinking,..., Analysis, Sales, Time Management, International Relations, Teamwork, Equities, Trading, Fixed Income, Curriculum Design, Mutual Funds, Latin America, Bonds, Public Speaking, Microsoft Office, PowerPoint
Education
University of Denver 2005 — 2007
Spanish
University of Colorado Boulder 1996 — 2000
BA, International Affairs
University of Colorado Boulder 1996 — 2000
BA, Spanish Literature
Morey Perlmutter, CIMA's Merrill Lynch Experience June 1994 - January 2005
Job Senior Vice President, Wealth Management at UBS
Industry Financial Services
Experience
UBS February 2005 - Present
Merrill Lynch June 1994 - January 2005
Education
University of Colorado Boulder 1990 — 1994
UBS February 2005 - Present
Merrill Lynch June 1994 - January 2005
Education
University of Colorado Boulder 1990 — 1994
Robert O'Byrne's Merrill Lynch Experience 1996 - 1998
Job Director Global Investing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Broadridge Financial Solution 2005 - 2011
CSS 2002 - 2005
Fetter Logic, Inc. 1999 - 2002
American Frontier Financial 1998 - 1999
Merrill Lynch 1996 - 1998
Education
University of Colorado Boulder 1994 — 1996
Charles Schwab 2011 - Present
Broadridge Financial Solution 2005 - 2011
CSS 2002 - 2005
Fetter Logic, Inc. 1999 - 2002
American Frontier Financial 1998 - 1999
Merrill Lynch 1996 - 1998
Education
University of Colorado Boulder 1994 — 1996
Sean Meyerhoffer's Merrill Lynch Experience May 1994 - August 1994
Job Executive Director at Brent Eley Foundation
Industry Nonprofit Organization Management
Experience
Brent Eley Foundation March 2010 - Present
American Cancer Society January 2007 - March 2010
Denver Region, American Cancer Society October 2004 - January 2007
Sagamore Hampton Golf Club March 2002 - October 2004
Results Fitness Club January 2000 - January 2002
Player's Bench Hockey Store January 1999 - January 2000
G Industries, Inc January 1997 - January 1999
G Industries, Inc November 1997 - January 1998
Choate Rosemary Hall June 1995 - August 1995
Merrill Lynch May 1994 - August 1994
Skills
Fundraising, Event Planning, Philanthropy, Non-profits, Event Management, Grant Writing, Leadership Development, Marketing, Nonprofits, Program Management, Volunteer Management
Education
University of Colorado at Denver 2012 — 2014
Master of Public Administration (MPA), Executive MPA Program
University of Colorado at Boulder 1994 — 1998
Bachelor of Science, International Business
University of Colorado at Boulder 1994 — 1998
Bachelor of Arts, Communications
Brent Eley Foundation March 2010 - Present
American Cancer Society January 2007 - March 2010
Denver Region, American Cancer Society October 2004 - January 2007
Sagamore Hampton Golf Club March 2002 - October 2004
Results Fitness Club January 2000 - January 2002
Player's Bench Hockey Store January 1999 - January 2000
G Industries, Inc January 1997 - January 1999
G Industries, Inc November 1997 - January 1998
Choate Rosemary Hall June 1995 - August 1995
Merrill Lynch May 1994 - August 1994
Skills
Fundraising, Event Planning, Philanthropy, Non-profits, Event Management, Grant Writing, Leadership Development, Marketing, Nonprofits, Program Management, Volunteer Management
Education
University of Colorado at Denver 2012 — 2014
Master of Public Administration (MPA), Executive MPA Program
University of Colorado at Boulder 1994 — 1998
Bachelor of Science, International Business
University of Colorado at Boulder 1994 — 1998
Bachelor of Arts, Communications
Gail Berkery's Merrill Lynch Experience 1994 - 1998
Job SelfEmployed
Industry Civic & Social Organization
Experience
Self-Employed June 2013 - Present
Incyte Marketing 2013 - 2013
Merrill Lynch 1994 - 1998
Skills
Nonprofits, Community Outreach, Fundraising, Program Development, Volunteer Management, Event Planning, Community Development, Community Organizing, Organizational..., Event Management, Social Media Marketing, Customer Service, Editing, Social Networking, Public Speaking
Education
University of Colorado Boulder 1986 — 1990
BA, Sociology
Self-Employed June 2013 - Present
Incyte Marketing 2013 - 2013
Merrill Lynch 1994 - 1998
Skills
Nonprofits, Community Outreach, Fundraising, Program Development, Volunteer Management, Event Planning, Community Development, Community Organizing, Organizational..., Event Management, Social Media Marketing, Customer Service, Editing, Social Networking, Public Speaking
Education
University of Colorado Boulder 1986 — 1990
BA, Sociology
Lance Geiger's Merrill Lynch Experience 1999 - 2002
Job Clinical Account Manager at WellPoint
Industry Insurance
Experience
WellPoint 2010 - Present
WellPoint 2004 - 2010
Merrill Lynch 1999 - 2002
Northern Arizona University 1991 - 1998
Skills
Process Improvement, Leadership, Disability Insurance, Medicare, Strategic Planning, Health Savings Accounts, Insurance, Team Building, Underwriting, Employee Benefits, Health Insurance, Instructor-led Training, Managed Care, Captivate, Instructional Design, Training, Customer Retention, HMO, Healthcare Industry, Medicaid, Provider Relations, Health Policy, Medicare Part D, Pharmacy Benefit..., Healthcare, PPO, Health Care Reform, Needs Analysis, Sales Presentations, HIPAA, Performance Consulting, COBRA, Software Documentation, Network Development, Brokers, Utilization Management, Disease Management, Claim, Group Insurance, Long-term Care, Life Insurance, Healthcare Consulting, Flexible Spending..., Group Medical, Employee Wellness..., Term Life Insurance, Quality Improvement
Education
University of Wyoming 1989 — 1991
Master of Arts, Speech Communication
University of Colorado Boulder 1985 — 1989
BA, History, Political Science, Speech Pathology
WellPoint 2010 - Present
WellPoint 2004 - 2010
Merrill Lynch 1999 - 2002
Northern Arizona University 1991 - 1998
Skills
Process Improvement, Leadership, Disability Insurance, Medicare, Strategic Planning, Health Savings Accounts, Insurance, Team Building, Underwriting, Employee Benefits, Health Insurance, Instructor-led Training, Managed Care, Captivate, Instructional Design, Training, Customer Retention, HMO, Healthcare Industry, Medicaid, Provider Relations, Health Policy, Medicare Part D, Pharmacy Benefit..., Healthcare, PPO, Health Care Reform, Needs Analysis, Sales Presentations, HIPAA, Performance Consulting, COBRA, Software Documentation, Network Development, Brokers, Utilization Management, Disease Management, Claim, Group Insurance, Long-term Care, Life Insurance, Healthcare Consulting, Flexible Spending..., Group Medical, Employee Wellness..., Term Life Insurance, Quality Improvement
Education
University of Wyoming 1989 — 1991
Master of Arts, Speech Communication
University of Colorado Boulder 1985 — 1989
BA, History, Political Science, Speech Pathology
Adam Sponnick's Merrill Lynch Experience May 2007 - August 2007
Job Client Financial Accountant at The Integer Group
Industry Marketing and Advertising
Experience
The Integer Group May 2014 - Present
North American Sports Group January 2014 - May 2014
North American Sports Group December 2012 - January 2014
X West Inc. - XEROX Platinum Authorized Sales Agent April 2012 - November 2012
Lagardère Unlimited February 2009 - August 2011
Lagardère Unlimited September 2008 - February 2009
General Sports Alliances May 2008 - September 2008
Merrill Lynch May 2007 - August 2007
Skills
Account Management, Marketing Strategy, CRM, Sponsorship, Sales, Training, Team Management, Staff Mgmt, Event Management, Contract Negotiation, Budgets, Management, Leadership, Customer Service, Marketing
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts, Communication and Economics
The Integer Group May 2014 - Present
North American Sports Group January 2014 - May 2014
North American Sports Group December 2012 - January 2014
X West Inc. - XEROX Platinum Authorized Sales Agent April 2012 - November 2012
Lagardère Unlimited February 2009 - August 2011
Lagardère Unlimited September 2008 - February 2009
General Sports Alliances May 2008 - September 2008
Merrill Lynch May 2007 - August 2007
Skills
Account Management, Marketing Strategy, CRM, Sponsorship, Sales, Training, Team Management, Staff Mgmt, Event Management, Contract Negotiation, Budgets, Management, Leadership, Customer Service, Marketing
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts, Communication and Economics
Annabelle Manresa's Merrill Lynch Experience 1998 - 1999
Job SAHM
Industry Think Tanks
Experience
Level 3 Communications February 2011 - September 2013
Level 3 Communications September 2010 - February 2011
Level 3 Communications February 2004 - November 2010
Comcast 2000 - 2002
Rhythms NetConnections 1999 - 2000
Affordable Residential Communities 1999 - 1999
Merrill Lynch 1998 - 1999
Skills
Vendor Management, Telecommunications, Provisioning, VoIP, SDLC, Ethernet, Program Management, Managed Services, IP, Wireless, Unix, Integration, Network Design, SIP, Data Center, Service Delivery, Cisco Technologies, Cloud Computing, Computer Network..., MPLS, Product Management, DWDM, PMP, Solution Architecture, TCP/IP, System Deployment, Telephony, Unified Communications
Education
University of Colorado Boulder 1994 — 1998
BS, Accounting
Level 3 Communications February 2011 - September 2013
Level 3 Communications September 2010 - February 2011
Level 3 Communications February 2004 - November 2010
Comcast 2000 - 2002
Rhythms NetConnections 1999 - 2000
Affordable Residential Communities 1999 - 1999
Merrill Lynch 1998 - 1999
Skills
Vendor Management, Telecommunications, Provisioning, VoIP, SDLC, Ethernet, Program Management, Managed Services, IP, Wireless, Unix, Integration, Network Design, SIP, Data Center, Service Delivery, Cisco Technologies, Cloud Computing, Computer Network..., MPLS, Product Management, DWDM, PMP, Solution Architecture, TCP/IP, System Deployment, Telephony, Unified Communications
Education
University of Colorado Boulder 1994 — 1998
BS, Accounting
Amy Kearney's Merrill Lynch Experience February 2007 - September 2008
Job Financial Analyst at Colorado Springs Utilities
Industry Utilities
Experience
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. September 2009 - December 2011
Western International Securities September 2008 - December 2009
Merrill Lynch February 2007 - September 2008
Wachovia Securities June 2000 - February 2007
Skills
Financial Analysis, Financial Planning, Investments, Asset Management, Equities, Statistics, Asset Managment, Strategic Financial..., Corporate Finance, Analysis, Risk Management, Management
Education
University of Colorado at Colorado Springs 2007 — 2010
Bachelors, Business with Finance/Accounting Emphasis
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. September 2009 - December 2011
Western International Securities September 2008 - December 2009
Merrill Lynch February 2007 - September 2008
Wachovia Securities June 2000 - February 2007
Skills
Financial Analysis, Financial Planning, Investments, Asset Management, Equities, Statistics, Asset Managment, Strategic Financial..., Corporate Finance, Analysis, Risk Management, Management
Education
University of Colorado at Colorado Springs 2007 — 2010
Bachelors, Business with Finance/Accounting Emphasis
David Hubbel's Merrill Lynch Experience September 2015 - Present
Job Registered Private Wealth Associate at Merrill Lynch (Private Banking and Investment Group)
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Merrill Lynch April 2014 - September 2015
Merrill Lynch April 2013 - April 2014
Merrill Lynch December 2012 - February 2013
Abercrombie & Fitch February 2010 - December 2012
Abercrombie & Fitch December 2008 - February 2010
KRON-TV June 2007 - May 2008
Skills
Retail, Customer Service, Microsoft Excel, Microsoft Word, Recruiting, Outlook, Merchandising, Facebook, PowerPoint, Microsoft Office, Time Management, Social Networking, Analysis, Social Media, Visual Merchandising, Retail Sales, ThomsonOne, Inventory Management, Teamwork, Training, Market Research, Salesforce.com, Finance, Series 7
Education
University of San Francisco 2006 — 2009
Bachelor of Arts (B.A.), Economics with a Concentration in Financial Economics
University of Colorado at Boulder 2005 — 2006
St. Ignatius College Preparatory 2001 — 2005
High School Diploma
Merrill Lynch September 2015 - Present
Merrill Lynch April 2014 - September 2015
Merrill Lynch April 2013 - April 2014
Merrill Lynch December 2012 - February 2013
Abercrombie & Fitch February 2010 - December 2012
Abercrombie & Fitch December 2008 - February 2010
KRON-TV June 2007 - May 2008
Skills
Retail, Customer Service, Microsoft Excel, Microsoft Word, Recruiting, Outlook, Merchandising, Facebook, PowerPoint, Microsoft Office, Time Management, Social Networking, Analysis, Social Media, Visual Merchandising, Retail Sales, ThomsonOne, Inventory Management, Teamwork, Training, Market Research, Salesforce.com, Finance, Series 7
Education
University of San Francisco 2006 — 2009
Bachelor of Arts (B.A.), Economics with a Concentration in Financial Economics
University of Colorado at Boulder 2005 — 2006
St. Ignatius College Preparatory 2001 — 2005
High School Diploma
Jim Estelle's Merrill Lynch Experience October 1996 - April 2002
Job Sr. Financial Analyst at CIGNA Healthcare
Industry Insurance
Experience
CIGNA Healthcare April 2002 - Present
Merrill Lynch October 1996 - April 2002
Skills
Process Improvement, Health Insurance, Financial Analysis, Insurance, Managed Care, Marketing Strategy, Financial Reporting, Strategic Planning, Finance, Underwriting, Healthcare, Auditing, Forecasting, Employee Benefits, Leadership, Analysis, Risk Management, Mergers & Acquisitions, Executive Management, Budgets, Financial Modeling, Team Building, Strategy, Management, Disability Insurance, Coaching, Pricing, Training, Employee Wellness, Business Analysis, Cross-functional Team..., Sales, Business Process..., Account Management
Education
University of Colorado Boulder 1985 — 1990
B.S., Kinesiology
CIGNA Healthcare April 2002 - Present
Merrill Lynch October 1996 - April 2002
Skills
Process Improvement, Health Insurance, Financial Analysis, Insurance, Managed Care, Marketing Strategy, Financial Reporting, Strategic Planning, Finance, Underwriting, Healthcare, Auditing, Forecasting, Employee Benefits, Leadership, Analysis, Risk Management, Mergers & Acquisitions, Executive Management, Budgets, Financial Modeling, Team Building, Strategy, Management, Disability Insurance, Coaching, Pricing, Training, Employee Wellness, Business Analysis, Cross-functional Team..., Sales, Business Process..., Account Management
Education
University of Colorado Boulder 1985 — 1990
B.S., Kinesiology
Andrew Benjamin, CFA's Merrill Lynch Experience October 2010 - April 2012
Job Investment Management Professional, MBA
Industry Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Merrill Lynch October 2010 - April 2012
Merrill Lynch March 2009 - October 2010
Citadel Investment Group July 2008 - November 2008
Talek Investments June 2007 - August 2007
Skills
Hedge Funds, Equities, Financial Modeling, Alternative Investments, Capital Markets, Restructuring
Education
Darden Business School 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance, Accounting
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Merrill Lynch October 2010 - April 2012
Merrill Lynch March 2009 - October 2010
Citadel Investment Group July 2008 - November 2008
Talek Investments June 2007 - August 2007
Skills
Hedge Funds, Equities, Financial Modeling, Alternative Investments, Capital Markets, Restructuring
Education
Darden Business School 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance, Accounting
Chad Ruport's Merrill Lynch Experience 2005 - 2007
Job Consultant for project at Janus Capital Group
Industry Computer Software
Daniel Sandlin's Merrill Lynch Experience November 2012 - Present
Job Merrill Lynch Vice President
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Smith Barney November 2000 - November 2012
Skills
Wealth Management, Series 7, Asset Allocation, Series 65, Series 63, Investment Advisory, Alternative Investments, Retirement Planning, Separately Managed..., Wealth Management..., Strategic Financial..., 401k Rollovers, Equities, ETFs, Investment Strategies, Mutual Funds, Investment Management
Education
University of Colorado at Boulder 1995 — 1999
Finance, Finance, General
Merrill Lynch November 2012 - Present
Smith Barney November 2000 - November 2012
Skills
Wealth Management, Series 7, Asset Allocation, Series 65, Series 63, Investment Advisory, Alternative Investments, Retirement Planning, Separately Managed..., Wealth Management..., Strategic Financial..., 401k Rollovers, Equities, ETFs, Investment Strategies, Mutual Funds, Investment Management
Education
University of Colorado at Boulder 1995 — 1999
Finance, Finance, General
Jason D'Antonio's Merrill Lynch Experience January 2000 - August 2001
Job Director, Health Professions Program, Assistant Teaching Professor, Biological Sciences, Carnegie Mellon University
Industry Higher Education
Experience
Carnegie Mellon University August 2013 - Present
American University September 2010 - July 2013
Johns Hopkins University School of Medicine October 2007 - July 2010
Stevenson University January 2010 - May 2010
University of Pittsburgh August 2002 - August 2007
Merrill Lynch January 2000 - August 2001
Lawrence S. Mertes, LLC October 1997 - July 1998
Skills
Molecular Biology, PCR, Cell, qPCR, Protein Expression, Transfection, Protein Chemistry, DNA, Cancer, Immunoprecipitation, Cancer Research, Assay Development, Oncology, Fluorescence, Research, Cell Biology, Genetics, Cell Culture, Science, Laboratory, Biochemistry, Microscopy, Immunohistochemistry
Education
University of Pittsburgh School of Medicine 2002 — 2007
PhD, Cellular and Molecular Pathology
University of Colorado Boulder 1993 — 1997
BA, Philosophy and Biology
Carnegie Mellon University August 2013 - Present
American University September 2010 - July 2013
Johns Hopkins University School of Medicine October 2007 - July 2010
Stevenson University January 2010 - May 2010
University of Pittsburgh August 2002 - August 2007
Merrill Lynch January 2000 - August 2001
Lawrence S. Mertes, LLC October 1997 - July 1998
Skills
Molecular Biology, PCR, Cell, qPCR, Protein Expression, Transfection, Protein Chemistry, DNA, Cancer, Immunoprecipitation, Cancer Research, Assay Development, Oncology, Fluorescence, Research, Cell Biology, Genetics, Cell Culture, Science, Laboratory, Biochemistry, Microscopy, Immunohistochemistry
Education
University of Pittsburgh School of Medicine 2002 — 2007
PhD, Cellular and Molecular Pathology
University of Colorado Boulder 1993 — 1997
BA, Philosophy and Biology
Heather Glendenning, CAMS, CFCS's Merrill Lynch Experience 1998 - 2000
Job Manager Global Compliance, Western Union
Industry Financial Services
Experience
Western Union 2001 - Present
Merrill Lynch 1998 - 2000
Skills
Risk Management, Process Improvement, Financial Services, AML, Financial Analysis, Payments, Analysis, Fraud, Management, Relationship Management, Due Diligence, Financial Risk, Leadership
Education
University of Colorado Boulder 1987 — 1991
B.S.
Western Union 2001 - Present
Merrill Lynch 1998 - 2000
Skills
Risk Management, Process Improvement, Financial Services, AML, Financial Analysis, Payments, Analysis, Fraud, Management, Relationship Management, Due Diligence, Financial Risk, Leadership
Education
University of Colorado Boulder 1987 — 1991
B.S.
Scott Hisamoto's Merrill Lynch Experience 2005 - 2008
Job Director Sales
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Charles Schwab September 2008 - December 2011
Merrill Lynch 2005 - 2008
Invesco Ltd. 1996 - 2005
Education
University of Colorado Boulder
Charles Schwab January 2012 - Present
Charles Schwab September 2008 - December 2011
Merrill Lynch 2005 - 2008
Invesco Ltd. 1996 - 2005
Education
University of Colorado Boulder
Seth Mellon's Merrill Lynch Experience 2005 - 2007
Job Credit Prop Trading at Bank of America
Industry Financial Services
Experience
Bank of America 2010 - Present
Bank of America 2007 - 2009
Merrill Lynch 2005 - 2007
Megrant 2003 - 2005
Allegheny Energy 2001 - 2003
Merrill Lynch 1999 - 2001
Chicago Mercantile Exchange 1997 - 1997
Skills
CDS, Credit Derivatives, Derivatives, Credit, Fixed Income, Trading, Proprietary Trading, Investment Banking, Options, Bloomberg, Hedge Funds
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
B.S., Finance
Bank of America 2010 - Present
Bank of America 2007 - 2009
Merrill Lynch 2005 - 2007
Megrant 2003 - 2005
Allegheny Energy 2001 - 2003
Merrill Lynch 1999 - 2001
Chicago Mercantile Exchange 1997 - 1997
Skills
CDS, Credit Derivatives, Derivatives, Credit, Fixed Income, Trading, Proprietary Trading, Investment Banking, Options, Bloomberg, Hedge Funds
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
B.S., Finance
Brett Goldberg's Merrill Lynch Experience September 2001 - July 2008
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS July 2008 - Present
Merrill Lynch September 2001 - July 2008
Education
University of Colorado Colorado Springs 1978 — 1982
BS, Business Administration and Entreprenualship
UBS July 2008 - Present
Merrill Lynch September 2001 - July 2008
Education
University of Colorado Colorado Springs 1978 — 1982
BS, Business Administration and Entreprenualship
Kristin Govea's Merrill Lynch Experience 2008 - 2008
Job Owner, Bakery Mélange
Industry Food & Beverages
Experience
Linium October 2012 - September 2013
Embry-Riddle Aeronautical University January 2011 - September 2012
USAA June 2010 - October 2010
Accessible Aviation September 2009 - May 2010
FirstBank August 2008 - January 2009
Magi Real Estate December 2006 - May 2008
Merrill Lynch 2008 - 2008
Skills
Data Analysis, Management, Business Intelligence, Leadership, Budgets
Education
University of Florida 2012 — 2013
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance, Real Estate
Linium October 2012 - September 2013
Embry-Riddle Aeronautical University January 2011 - September 2012
USAA June 2010 - October 2010
Accessible Aviation September 2009 - May 2010
FirstBank August 2008 - January 2009
Magi Real Estate December 2006 - May 2008
Merrill Lynch 2008 - 2008
Skills
Data Analysis, Management, Business Intelligence, Leadership, Budgets
Education
University of Florida 2012 — 2013
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance, Real Estate
Ed Cintron, CFP®'s Merrill Lynch Experience January 1991 - January 2009
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch January 1991 - January 2009
Shearson Lehman October 1989 - October 1990
Skills
Wealth Management
Education
University of Colorado Boulder 1985 — 1988
Bachelor of Science (BS), Business
UBS Wealth Management January 2009 - Present
Merrill Lynch January 1991 - January 2009
Shearson Lehman October 1989 - October 1990
Skills
Wealth Management
Education
University of Colorado Boulder 1985 — 1988
Bachelor of Science (BS), Business
Cory Marsh's Merrill Lynch Experience 2000 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Canada Life 2009 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2009
Merrill Lynch 2000 - 2004
Education
University of Colorado Boulder 1985 — 1989
Canada Life 2009 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2009
Merrill Lynch 2000 - 2004
Education
University of Colorado Boulder 1985 — 1989
Jonathan Eliot's Merrill Lynch Experience 1994 - 1998
Job Director of Business Development at Conference Edge
Industry Computer Software
Experience
Conference Edge April 2013 - Present
Topeka Capital Markets, Inc 2012 - 2013
Avian Securities 2008 - 2012
J.P. Morgan 2005 - 2008
Finkle and Company 2002 - 2005
Fidelity Investments 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Event Planning, Project Management, Account Management, Leadership, Sales, Fundraising, Event Management, Entrepreneurship, New Business Development, Business Strategy, Equity Research, Start-ups, Business Planning, Marketing Strategy, Capital Markets, Investments, Management, Portfolio Management, Asset Management, Trading, Hedge Funds, Securities
Education
University of Colorado at Boulder 1991 — 1994
Bachelor of Arts (B.A.), Economics and History
Conference Edge April 2013 - Present
Topeka Capital Markets, Inc 2012 - 2013
Avian Securities 2008 - 2012
J.P. Morgan 2005 - 2008
Finkle and Company 2002 - 2005
Fidelity Investments 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Event Planning, Project Management, Account Management, Leadership, Sales, Fundraising, Event Management, Entrepreneurship, New Business Development, Business Strategy, Equity Research, Start-ups, Business Planning, Marketing Strategy, Capital Markets, Investments, Management, Portfolio Management, Asset Management, Trading, Hedge Funds, Securities
Education
University of Colorado at Boulder 1991 — 1994
Bachelor of Arts (B.A.), Economics and History
Cody Black's Merrill Lynch Experience June 2010 - July 2011
Job Manager, Quant Research & Trading at Coastal Management
Industry Financial Services
Experience
Coastal Management September 2013 - Present
Coastal Management January 2013 - August 2013
Topwater Capital June 2012 - September 2012
Merrill Lynch June 2010 - July 2011
Phoenix Advisors June 2009 - August 2009
Wells Fargo Advisors June 2008 - August 2008
Wells Fargo Advisors June 2007 - August 2007
Skills
Statistical Computing, R, Matlab, LaTeX, Microsoft Office, Excel, Equity Derivatives, Time Series Analysis, Credit Derivatives, Financial Modeling, Risk Management, Market Risk, Liquidity Risk, VBA, Statistical Modeling, Statistical Software, Multivariate Statistics, Financial Analysis, Derivatives, Bloomberg, Financial Risk, VAR, Quantitative Finance, Portfolio Management, Microsoft Excel, Hedging, Equities, Hedge Funds, Trading, Portfolio Optimization, Fixed Income
Education
University of Washington 2011 — 2012
Master of Science (MS), Computational Finance, 3.7
University of Colorado at Boulder 2005 — 2009
Bachelor's degree, Economics, 3.9
Coastal Management September 2013 - Present
Coastal Management January 2013 - August 2013
Topwater Capital June 2012 - September 2012
Merrill Lynch June 2010 - July 2011
Phoenix Advisors June 2009 - August 2009
Wells Fargo Advisors June 2008 - August 2008
Wells Fargo Advisors June 2007 - August 2007
Skills
Statistical Computing, R, Matlab, LaTeX, Microsoft Office, Excel, Equity Derivatives, Time Series Analysis, Credit Derivatives, Financial Modeling, Risk Management, Market Risk, Liquidity Risk, VBA, Statistical Modeling, Statistical Software, Multivariate Statistics, Financial Analysis, Derivatives, Bloomberg, Financial Risk, VAR, Quantitative Finance, Portfolio Management, Microsoft Excel, Hedging, Equities, Hedge Funds, Trading, Portfolio Optimization, Fixed Income
Education
University of Washington 2011 — 2012
Master of Science (MS), Computational Finance, 3.7
University of Colorado at Boulder 2005 — 2009
Bachelor's degree, Economics, 3.9
Dan Mihelic's Merrill Lynch Experience 2000 - 2002
Job Chief Investment Officer, Tenzio Partners
Industry Investment Management
Experience
Tenzio Partners January 2012 - Present
Stelbar Oil July 2002 - December 2011
Merrill Lynch 2000 - 2002
Cessna Finance Corporation 1994 - 1997
Skills
Alternative Investments, Finance, Investments, Hedge Funds, Asset Management, Equities, Private Equity, Portfolio Management, Mutual Funds, Fixed Income, Valuation, Wealth Management, Financial Modeling, Capital Markets, Trading
Education
Wichita State University 1990 — 1994
MBA, Finance emphasis
University of Colorado at Boulder 1985 — 1989
Bachelor of Science, Aerospace Engineering
Tenzio Partners January 2012 - Present
Stelbar Oil July 2002 - December 2011
Merrill Lynch 2000 - 2002
Cessna Finance Corporation 1994 - 1997
Skills
Alternative Investments, Finance, Investments, Hedge Funds, Asset Management, Equities, Private Equity, Portfolio Management, Mutual Funds, Fixed Income, Valuation, Wealth Management, Financial Modeling, Capital Markets, Trading
Education
Wichita State University 1990 — 1994
MBA, Finance emphasis
University of Colorado at Boulder 1985 — 1989
Bachelor of Science, Aerospace Engineering
Brian Daniels's Merrill Lynch Experience November 2009 - April 2012
Job Product Manager Metro Dark Fiber
Industry Telecommunications
Experience
Zayo Group 2014 - Present
University of Louisville May 2012 - March 2014
Merrill Lynch November 2009 - April 2012
Minnesota Vikings May 2007 - September 2009
Skills
Retirement Planning, Financial Analysis, Investment Management, Investments, Strategic Planning, Sales, Customer Service, Financial Modeling, Asset Allocation, Public Speaking, Microsoft Excel, Marketing, Portfolio Management, Alternative Investments, Finance, Investment Strategies, Equities, Risk Management, Estate Planning, Strategic Financial..., Securities
Education
University of Louisville 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration Finance
Zayo Group 2014 - Present
University of Louisville May 2012 - March 2014
Merrill Lynch November 2009 - April 2012
Minnesota Vikings May 2007 - September 2009
Skills
Retirement Planning, Financial Analysis, Investment Management, Investments, Strategic Planning, Sales, Customer Service, Financial Modeling, Asset Allocation, Public Speaking, Microsoft Excel, Marketing, Portfolio Management, Alternative Investments, Finance, Investment Strategies, Equities, Risk Management, Estate Planning, Strategic Financial..., Securities
Education
University of Louisville 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration Finance
OLIVER SCHWARZ's Merrill Lynch Experience June 1996 - May 2009
Job Schwarz Realty Group at REMAX HOME TOWN REALTORS CORONADO
Industry Real Estate
Experience
Prestamax USA January 2015 - Present
REMAX HOME TOWN REALTORS 2013 - Present
Velatel July 2010 - July 2012
Morgan Stanley May 2009 - July 2010
Merrill Lynch June 1996 - May 2009
Skills
Wireless, Project Management, Strategic Planning, Business Development, Management, Business Strategy, Project Planning, Negotiation, Marketing Strategy, Team Building, Cross-functional Team..., Mergers & Acquisitions, Asset Management, Budgets, Business Planning, Commercial Litigation, Civil Litigation, Contract Negotiation, Competitive Analysis, Due Diligence, Corporate Law, Finance, Financial Analysis, Financial Modeling, Forecasting, Foreclosures, IP, Investment Strategies, Investments, Investors, Litigation, Leadership, Market Research, Marketing, Mediation, Mergers, New Business Development, Mobile Devices, Portfolio Management, Program Management, Product Management, Risk Management, Real Estate, Sales, Sales Management, Sellers, Start-ups, Strategic Partnerships, Strategy, Team Leadership
Education
University of Colorado at Colorado Springs 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wisconsin-Madison 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Prestamax USA January 2015 - Present
REMAX HOME TOWN REALTORS 2013 - Present
Velatel July 2010 - July 2012
Morgan Stanley May 2009 - July 2010
Merrill Lynch June 1996 - May 2009
Skills
Wireless, Project Management, Strategic Planning, Business Development, Management, Business Strategy, Project Planning, Negotiation, Marketing Strategy, Team Building, Cross-functional Team..., Mergers & Acquisitions, Asset Management, Budgets, Business Planning, Commercial Litigation, Civil Litigation, Contract Negotiation, Competitive Analysis, Due Diligence, Corporate Law, Finance, Financial Analysis, Financial Modeling, Forecasting, Foreclosures, IP, Investment Strategies, Investments, Investors, Litigation, Leadership, Market Research, Marketing, Mediation, Mergers, New Business Development, Mobile Devices, Portfolio Management, Program Management, Product Management, Risk Management, Real Estate, Sales, Sales Management, Sellers, Start-ups, Strategic Partnerships, Strategy, Team Leadership
Education
University of Colorado at Colorado Springs 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wisconsin-Madison 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Mitchell Crisci's Merrill Lynch Experience January 1999 - June 2000
Job Vice President, Business Development at Performance Improvement Partners
Industry Management Consulting
Experience
Performance Improvement Partners, LLC January 2009 - Present
MGC Consulting Company llc September 2008 - Present
Pacific Growth Equities May 2007 - August 2008
Moors & Cabot January 2005 - January 2007
Schwab Soundview Capital Markets January 2001 - November 2004
Merrill Lynch January 1999 - June 2000
Education
University of Colorado Boulder 1996 — 2000
Double Degree Program, Business Administration: Finance Major, Marketing Minor and Bachelor of Arts: Communications Major
Performance Improvement Partners, LLC January 2009 - Present
MGC Consulting Company llc September 2008 - Present
Pacific Growth Equities May 2007 - August 2008
Moors & Cabot January 2005 - January 2007
Schwab Soundview Capital Markets January 2001 - November 2004
Merrill Lynch January 1999 - June 2000
Education
University of Colorado Boulder 1996 — 2000
Double Degree Program, Business Administration: Finance Major, Marketing Minor and Bachelor of Arts: Communications Major
Erin Wishnia's Merrill Lynch Experience June 2002 - August 2002
Job President, E Wish Inc.
Industry Retail
Experience
Macy's September 2006 - October 2012
Rothmans Men's Clothing Store September 2004 - August 2006
Highland Capital Management Corporation May 1999 - August 2003
Merrill Lynch June 2002 - August 2002
Jo Ann Fabrics and Crafts 2000 - 2001
American Eagle Outfitters 1998 - 1999
Skills
Forecasting, Merchandising, Microsoft Office, Retail, Strategic Planning, Sales, Inventory Management, Marketing, Management, Product Development, Purchasing
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science Degree, Business Administration/Finance, Finance
Macy's September 2006 - October 2012
Rothmans Men's Clothing Store September 2004 - August 2006
Highland Capital Management Corporation May 1999 - August 2003
Merrill Lynch June 2002 - August 2002
Jo Ann Fabrics and Crafts 2000 - 2001
American Eagle Outfitters 1998 - 1999
Skills
Forecasting, Merchandising, Microsoft Office, Retail, Strategic Planning, Sales, Inventory Management, Marketing, Management, Product Development, Purchasing
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science Degree, Business Administration/Finance, Finance
Christine Westfall's Merrill Lynch Experience September 1999 - March 2001
Job Associate Director Network Office Supervision at Northwestern Mutual Greater Milwaukee
Industry Financial Services
Experience
Northwestern Mutual - Greater Milwaukee October 2012 - Present
Locker's Florist June 2009 - October 2012
YMCA West Suburban September 2002 - October 2012
Merrill Lynch September 1999 - March 2001
Morgan Stanley Smith Barney January 1997 - September 1999
Education
University of Denver - Daniels College of Business 1988 — 1991
Master of International Management, Internationsl Business & Economics
University of Colorado at Boulder 1984 — 1988
Bachelor of Science, Business Administration
Northwestern Mutual - Greater Milwaukee October 2012 - Present
Locker's Florist June 2009 - October 2012
YMCA West Suburban September 2002 - October 2012
Merrill Lynch September 1999 - March 2001
Morgan Stanley Smith Barney January 1997 - September 1999
Education
University of Denver - Daniels College of Business 1988 — 1991
Master of International Management, Internationsl Business & Economics
University of Colorado at Boulder 1984 — 1988
Bachelor of Science, Business Administration
Amy Marszalek's Merrill Lynch Experience April 2006 - February 2007
Job Littleton Public Schools
Industry Education Management
Experience
Littleton Public Schools August 2014 - Present
Janus Capital Group December 2013 - July 2014
Janus Capital Group March 2012 - December 2013
Merrill Lynch April 2006 - February 2007
Jackson National Life May 2004 - April 2006
JMT Financial Partners September 2003 - May 2004
Wiesner Publishing April 2002 - July 2003
Denver Newspaper Agency August 1998 - January 2002
TMP Worldwide May 1997 - August 1998
Education
University of Colorado at Boulder 1994 — 1996
Bachlor of Science - School of Journalism, Advertising
University of Missouri-Columbia 1991 — 1993
Journalism
Littleton Public Schools August 2014 - Present
Janus Capital Group December 2013 - July 2014
Janus Capital Group March 2012 - December 2013
Merrill Lynch April 2006 - February 2007
Jackson National Life May 2004 - April 2006
JMT Financial Partners September 2003 - May 2004
Wiesner Publishing April 2002 - July 2003
Denver Newspaper Agency August 1998 - January 2002
TMP Worldwide May 1997 - August 1998
Education
University of Colorado at Boulder 1994 — 1996
Bachlor of Science - School of Journalism, Advertising
University of Missouri-Columbia 1991 — 1993
Journalism
Stuart Polsky's Merrill Lynch Experience May 2011 - August 2011
Job Account Executive, Season Sales, Colorado Rapids at Kroenke Sports Enterprises
Industry Sports
Experience
Kroenke Sports and Entertainment November 2012 - Present
Kroenke Sports Enterprises June 2012 - October 2012
Kroenke Sports Enterprises January 2012 - June 2012
Rowman & Littlefield Publishers September 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Event Planning, Market Research, Microsoft Word, Customer Service, Outlook, Editing, Public Speaking, Marketing, Social Media, Financial Modeling, Financial Analysis, Facebook, Sports, Sports Marketing, Social Networking, Sales, Salesforce.com, Research
Education
University of Colorado at Boulder 2008 — 2012
B.A. History, Geography minor
Kroenke Sports and Entertainment November 2012 - Present
Kroenke Sports Enterprises June 2012 - October 2012
Kroenke Sports Enterprises January 2012 - June 2012
Rowman & Littlefield Publishers September 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Event Planning, Market Research, Microsoft Word, Customer Service, Outlook, Editing, Public Speaking, Marketing, Social Media, Financial Modeling, Financial Analysis, Facebook, Sports, Sports Marketing, Social Networking, Sales, Salesforce.com, Research
Education
University of Colorado at Boulder 2008 — 2012
B.A. History, Geography minor
Gregory Bernhardt's Merrill Lynch Experience July 1987 - March 1991
Job Financial planner at Sammons Securities
Industry Financial Services
Experience
Sammons Securities July 2009 - Present
Investors Capital Corp. March 2000 - June 2009
Royal Alliance Associates, INC July 1993 - February 2000
Fidelity Investments March 1991 - June 1993
Merrill Lynch July 1987 - March 1991
Skills
Strategic Financial..., Retirement planning, Income planning, Estate planning
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Accounting
Sammons Securities July 2009 - Present
Investors Capital Corp. March 2000 - June 2009
Royal Alliance Associates, INC July 1993 - February 2000
Fidelity Investments March 1991 - June 1993
Merrill Lynch July 1987 - March 1991
Skills
Strategic Financial..., Retirement planning, Income planning, Estate planning
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank