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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Merrill Lynch Employees
Employee
Years
Job
Industry
Daniel Drew Daniel Drew's Merrill Lynch Experience January 1999 - January 2000
Job Vice President Syndications at GE Capital
Industry Real Estate
Experience
GE Capital June 2014 - January 2015
Cantor Fitzgerald August 2010 - May 2014
Carlton Group February 2006 - April 2010
Deutsche Bank Berkshire Mortgage (Berkeley Point Capital) January 2001 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Equities, Portfolio Management, Real Estate Economics, Valuation, Due Diligence, Financial Structuring, Structured Finance, Real Estate Transactions, Commercial Real Estate, Investment Banking, Real Estate Development, Private Equity, Asset Management, Financial Modeling, Real Estate, Underwriting, Brokerage, Finance, Loans, CMBS, Management, Real Estate Financing, Capital Markets, Investment Properties, Credit
Education
University of Notre Dame 1992 — 1996
Science Business Major, Bachelor of Science
GE Capital June 2014 - January 2015
Cantor Fitzgerald August 2010 - May 2014
Carlton Group February 2006 - April 2010
Deutsche Bank Berkshire Mortgage (Berkeley Point Capital) January 2001 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Equities, Portfolio Management, Real Estate Economics, Valuation, Due Diligence, Financial Structuring, Structured Finance, Real Estate Transactions, Commercial Real Estate, Investment Banking, Real Estate Development, Private Equity, Asset Management, Financial Modeling, Real Estate, Underwriting, Brokerage, Finance, Loans, CMBS, Management, Real Estate Financing, Capital Markets, Investment Properties, Credit
Education
University of Notre Dame 1992 — 1996
Science Business Major, Bachelor of Science
Kristen Farrell's Merrill Lynch Experience February 2014 - Present
Job Merrill Lynch Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Bank of the West September 2012 - February 2014
Bank of the West October 2010 - September 2012
Bank of the West July 2009 - September 2010
Skills
Customer Service, Compliance, Retail Banking, Leadership, Finance, Sales, Coaching Staff, Wealth Management, Loans, Credit, Banking, Cross Selling, Financial Services, Lines Of Credit, AML, Customer Retention, Training, Management, Customer Experience, Deposits, Private Banking, Coaching, Investments, Consumer Lending, Microsoft Office
Education
University of Northern Colorado 2005 — 2009
Bachelors, Finance
Merrill Lynch February 2014 - Present
Bank of the West September 2012 - February 2014
Bank of the West October 2010 - September 2012
Bank of the West July 2009 - September 2010
Skills
Customer Service, Compliance, Retail Banking, Leadership, Finance, Sales, Coaching Staff, Wealth Management, Loans, Credit, Banking, Cross Selling, Financial Services, Lines Of Credit, AML, Customer Retention, Training, Management, Customer Experience, Deposits, Private Banking, Coaching, Investments, Consumer Lending, Microsoft Office
Education
University of Northern Colorado 2005 — 2009
Bachelors, Finance
Aaron Adjemian's Merrill Lynch Experience May 2005 - August 2005
Job Marketing Manager at Sagient Research
Industry Marketing and Advertising
Experience
Sagient Research January 2013 - Present
The DZAP Group (DZAP & LeaseLabs) January 2012 - January 2013
EP Young Professionals' Society March 2009 - January 2013
DATAMARK, Inc. January 2010 - January 2012
Young Leaders Society of El Paso January 2010 - January 2011
DATAMARK, Inc. March 2009 - January 2010
360Brandvision May 2007 - November 2008
FiveStar Developments May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Online Marketing, Lead Generation, Marketing Automation, Marketing Strategy, Marketing..., Tactical Marketing, Inbound Marketing, Content Strategy, Content Marketing, Buyer Persona, Buyer's Journey, SEO, PPC, Blog Management, Social Media, Social Media Marketing, Email Marketing, Trade Shows, Press Releases, Graphic Design, Photoshop, Illustrator, Managing Others, Microsoft Office, Adobe Creative Suite, Thought Leadership, Online Advertising, Marketing, Strategy
Education
University of Notre Dame 2003 — 2007
BBA, Management-Entrepreneurship
Cathedral High School 2000 — 2003
High School Diploma
St. Clements
Sagient Research January 2013 - Present
The DZAP Group (DZAP & LeaseLabs) January 2012 - January 2013
EP Young Professionals' Society March 2009 - January 2013
DATAMARK, Inc. January 2010 - January 2012
Young Leaders Society of El Paso January 2010 - January 2011
DATAMARK, Inc. March 2009 - January 2010
360Brandvision May 2007 - November 2008
FiveStar Developments May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Online Marketing, Lead Generation, Marketing Automation, Marketing Strategy, Marketing..., Tactical Marketing, Inbound Marketing, Content Strategy, Content Marketing, Buyer Persona, Buyer's Journey, SEO, PPC, Blog Management, Social Media, Social Media Marketing, Email Marketing, Trade Shows, Press Releases, Graphic Design, Photoshop, Illustrator, Managing Others, Microsoft Office, Adobe Creative Suite, Thought Leadership, Online Advertising, Marketing, Strategy
Education
University of Notre Dame 2003 — 2007
BBA, Management-Entrepreneurship
Cathedral High School 2000 — 2003
High School Diploma
St. Clements
Cameron Ivey's Merrill Lynch Experience May 2015 - August 2015
Job GWM Advisory Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
Options Clearing Corp June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Accounting, Customer Service, English, Strategic Planning, Windows, Financial Reporting, Research, Financial Analysis, Financial Accounting
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Anthropology
St. Laurence High School 2008 — 2012
Merrill Lynch May 2015 - August 2015
Options Clearing Corp June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Accounting, Customer Service, English, Strategic Planning, Windows, Financial Reporting, Research, Financial Analysis, Financial Accounting
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Anthropology
St. Laurence High School 2008 — 2012
James Antoniotti's Merrill Lynch Experience September 2009 - January 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
AR Capital June 2012 - August 2012
Merrill Lynch September 2009 - January 2012
Skills
Investment Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance, Senior
Bergen County Academies 2006 — 2010
International Baccalaureate Diploma, Academy for Business and Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
AR Capital June 2012 - August 2012
Merrill Lynch September 2009 - January 2012
Skills
Investment Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance, Senior
Bergen County Academies 2006 — 2010
International Baccalaureate Diploma, Academy for Business and Finance
Jessie Watkins's Merrill Lynch Experience May 2009 - August 2009
Job Doctoral Student in Accounting
Industry Accounting
Experience
Indiana University August 2013 - Present
PwC January 2012 - May 2013
PricewaterhouseCoopers June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, US GAAP, Assurance
Education
Indiana University Bloomington 2013 — 2018
Doctor of Philosophy (PhD), Accounting
University of Notre Dame 2011 — 2011
Masters of Science in Accountancy, Accountancy
University of Notre Dame - Mendoza College of Business 2007 — 2010
BA, Accountancy
Indiana University August 2013 - Present
PwC January 2012 - May 2013
PricewaterhouseCoopers June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, US GAAP, Assurance
Education
Indiana University Bloomington 2013 — 2018
Doctor of Philosophy (PhD), Accounting
University of Notre Dame 2011 — 2011
Masters of Science in Accountancy, Accountancy
University of Notre Dame - Mendoza College of Business 2007 — 2010
BA, Accountancy
Pete Bercich's Merrill Lynch Experience February 2006 - April 2009
Job Analyst Minnesota Vikings' Radio Network
Industry Media Production
Experience
Arctic Fox BV May 2014 - Present
Phillips and Temro Industries January 2014 - Present
Minnesota Vikings Football, LLC January 2007 - Present
WCCO-TV August 2008 - Present
Bremen Castings, Inc May 2011 - August 2013
Paychex April 2009 - May 2011
Merrill Lynch February 2006 - April 2009
Skills
Product Development, Lean Manufacturing, Foundries, National Football League, Broadcast Television, Forecasting, Radio Broadcasting, Bass Fishing, Military History, Aviation History, Machining, Project Management, Machinery, Sales, Marketing, Teaching, Leadership, Sales Management, Casting, Materials, Cold Calling, Advertising, Marketing Strategy, Business Development, Public Relations, Account Management, Coaching, Iso 9000, Social Media, Sports Marketing, Strategic Planning, New Business Development, Entrepreneurship, CRM, Sales Presentations, Social Media Marketing, Sponsorship, Sales Operations, Salesforce.com, Product Marketing, Social Networking, Marketing Management, Online Marketing, Budgets, Selling, Lead Generation, Online Advertising, Market Research, Management, Strategic Partnerships
Education
University of Notre Dame 1990 — 1994
Bachelor of Science (BS), Finance, General
Arctic Fox BV May 2014 - Present
Phillips and Temro Industries January 2014 - Present
Minnesota Vikings Football, LLC January 2007 - Present
WCCO-TV August 2008 - Present
Bremen Castings, Inc May 2011 - August 2013
Paychex April 2009 - May 2011
Merrill Lynch February 2006 - April 2009
Skills
Product Development, Lean Manufacturing, Foundries, National Football League, Broadcast Television, Forecasting, Radio Broadcasting, Bass Fishing, Military History, Aviation History, Machining, Project Management, Machinery, Sales, Marketing, Teaching, Leadership, Sales Management, Casting, Materials, Cold Calling, Advertising, Marketing Strategy, Business Development, Public Relations, Account Management, Coaching, Iso 9000, Social Media, Sports Marketing, Strategic Planning, New Business Development, Entrepreneurship, CRM, Sales Presentations, Social Media Marketing, Sponsorship, Sales Operations, Salesforce.com, Product Marketing, Social Networking, Marketing Management, Online Marketing, Budgets, Selling, Lead Generation, Online Advertising, Market Research, Management, Strategic Partnerships
Education
University of Notre Dame 1990 — 1994
Bachelor of Science (BS), Finance, General
Elena Buckley's Merrill Lynch Experience May 2014 - August 2014
Job Private Banking & Investment Group Summer Intern at Merrill Lynch
Industry
Experience
University of Notre Dame September 2012 - Present
University of Notre Dame January 2012 - Present
Merrill Lynch May 2014 - August 2014
Camp Shi'ini June 2008 - August 2013
Robert Arranaga & Co. August 2010 - September 2010
Skills
Customer Service, Time Management, Teamwork
Education
University of Notre Dame 2011 — 2015
University of Notre Dame September 2012 - Present
University of Notre Dame January 2012 - Present
Merrill Lynch May 2014 - August 2014
Camp Shi'ini June 2008 - August 2013
Robert Arranaga & Co. August 2010 - September 2010
Skills
Customer Service, Time Management, Teamwork
Education
University of Notre Dame 2011 — 2015
Tyler Tabit Tyler Tabit's Merrill Lynch Experience December 2008 - February 2009
Job Senior Account Executive
Industry Marketing and Advertising
Experience
BAMKO August 2015 - Present
Groupon January 2011 - August 2015
InterCall August 2010 - January 2011
William Morris Endeavor June 2009 - August 2009
Merrill Lynch December 2008 - February 2009
Reyes Holdings June 2008 - August 2008
Skills
Sales, Cold Calling, New Business Development, Account Management, Social Media Marketing, Salesforce.com, Lead Generation, Consulting, Marketing, Entrepreneurship, Mentoring, Online Advertising, Negotiation, Social Media, Sales Management, B2B Marketing Strategy, Advertising Sales, Advertising, Marketing Strategy, Strategic Partnerships, Leadership, Management, Start-ups, b2b, B2B, Selling, Training, Sales Process, CRM, Online Marketing, E-commerce, Digital Marketing, Strategy, Coaching, Sales Presentations, Business Development, Social Networking
Education
University of Notre Dame 2007 — 2010
B.A., Political Science, International Business
Villanova University 2006 — 2007
Loyola High School 2002 — 2006
BAMKO August 2015 - Present
Groupon January 2011 - August 2015
InterCall August 2010 - January 2011
William Morris Endeavor June 2009 - August 2009
Merrill Lynch December 2008 - February 2009
Reyes Holdings June 2008 - August 2008
Skills
Sales, Cold Calling, New Business Development, Account Management, Social Media Marketing, Salesforce.com, Lead Generation, Consulting, Marketing, Entrepreneurship, Mentoring, Online Advertising, Negotiation, Social Media, Sales Management, B2B Marketing Strategy, Advertising Sales, Advertising, Marketing Strategy, Strategic Partnerships, Leadership, Management, Start-ups, b2b, B2B, Selling, Training, Sales Process, CRM, Online Marketing, E-commerce, Digital Marketing, Strategy, Coaching, Sales Presentations, Business Development, Social Networking
Education
University of Notre Dame 2007 — 2010
B.A., Political Science, International Business
Villanova University 2006 — 2007
Loyola High School 2002 — 2006
Ryan Holmes Ryan Holmes's Merrill Lynch Experience May 2010 - August 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2014 - Present
University of Northern Colorado August 2009 - December 2013
Merrill Lynch May 2010 - August 2010
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Insurance, Risk Management, Accounting, Access, Banking
Education
University of Northern Colorado 2010 — 2013
Bachelor of Science (B.S.), Finance
Northwestern Mutual March 2014 - Present
University of Northern Colorado August 2009 - December 2013
Merrill Lynch May 2010 - August 2010
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Insurance, Risk Management, Accounting, Access, Banking
Education
University of Northern Colorado 2010 — 2013
Bachelor of Science (B.S.), Finance
Brenda Funke Brenda Funke's Merrill Lynch Experience January 2012 - May 2012
Job Body Shop Estimator for Sewell Lexus
Industry Automotive
Experience
Sewell Automotive Companies March 2015 - Present
Progressive Insurance September 2014 - March 2015
Progressive Insurance May 2012 - August 2014
Luke's Locker February 2010 - May 2014
Merrill Lynch January 2012 - May 2012
RBC Wealth Management April 2011 - January 2012
Progressive Insurance April 2008 - March 2011
Scheels November 2004 - November 2009
Skills
Excel, Customer Service, Insurance, Microsoft Office, Word, Microsoft Word, Microsoft Excel, Marketing, Account Management
Education
University of Northern Iowa 2003 — 2007
Bachelor of Arts, Economics
Sewell Automotive Companies March 2015 - Present
Progressive Insurance September 2014 - March 2015
Progressive Insurance May 2012 - August 2014
Luke's Locker February 2010 - May 2014
Merrill Lynch January 2012 - May 2012
RBC Wealth Management April 2011 - January 2012
Progressive Insurance April 2008 - March 2011
Scheels November 2004 - November 2009
Skills
Excel, Customer Service, Insurance, Microsoft Office, Word, Microsoft Word, Microsoft Excel, Marketing, Account Management
Education
University of Northern Iowa 2003 — 2007
Bachelor of Arts, Economics
Ana Bermudez's Merrill Lynch Experience 2006 - 2010
Job Entrepreneur, Founder & CEO of TAGit™.
Industry Marketing and Advertising
Experience
San Diego High School Foundation June 2015 - Present
San Diego High School Alumni Association January 2015 - Present
Get TAGit™ Inc. August 2012 - Present
University of Notre Dame Institute for Latino Studies October 2013 - Present
San Diego High School Foundation 2011 - June 2015
Startup Leadership Program October 2014 - March 2015
AWM Global Advisors 2011 - 2012
UBS Wealth Management 2010 - 2011
Merrill Lynch 2006 - 2010
Bank of Ireland May 2005 - August 2005
Skills
Retirement Planning, Asset Allocation, Series 7, Wealth Management, Investments, Mutual Funds, Investment Strategies, Valuation, Alternative Investments, Small Business, Financial Modeling, Financial Analysis, Investment Advisory, Bloomberg, Portfolio Management, Risk Management, Equities, Entrepreneurship, Community Outreach, Hedge Funds, Business Development, Investment Banking, Mentoring, Social Media, Marketing Strategy, Strategic Financial..., Diversity & Inclusion, Leadership, Start-ups, Financial Planning, Marketing, Critical Thinking, Social Justice, Public Speaking, Management
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
San Diego High School 1998 — 2002
San Diego High School Foundation June 2015 - Present
San Diego High School Alumni Association January 2015 - Present
Get TAGit™ Inc. August 2012 - Present
University of Notre Dame Institute for Latino Studies October 2013 - Present
San Diego High School Foundation 2011 - June 2015
Startup Leadership Program October 2014 - March 2015
AWM Global Advisors 2011 - 2012
UBS Wealth Management 2010 - 2011
Merrill Lynch 2006 - 2010
Bank of Ireland May 2005 - August 2005
Skills
Retirement Planning, Asset Allocation, Series 7, Wealth Management, Investments, Mutual Funds, Investment Strategies, Valuation, Alternative Investments, Small Business, Financial Modeling, Financial Analysis, Investment Advisory, Bloomberg, Portfolio Management, Risk Management, Equities, Entrepreneurship, Community Outreach, Hedge Funds, Business Development, Investment Banking, Mentoring, Social Media, Marketing Strategy, Strategic Financial..., Diversity & Inclusion, Leadership, Start-ups, Financial Planning, Marketing, Critical Thinking, Social Justice, Public Speaking, Management
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
San Diego High School 1998 — 2002
Eileen Sauer's Merrill Lynch Experience 1991 - 1993
Job Principal at The Missing Glue
Industry Information Technology and Services
Experience
TheMissingGlue.com January 2014 - Present
WinWin Assets, LLC March 2007 - Present
Clear Channel Communications February 2013 - December 2013
Volantec.biz February 2010 - January 2013
OTG Management July 2012 - November 2012
DST Health Solutions October 2005 - February 2007
Volantec.biz 2002 - 2005
The Middleware Company 2000 - 2002
Emprise Computing 1994 - 2000
Merrill Lynch 1991 - 1993
Skills
Agile Methodologies, Java, Mobile Applications, Scrum, XML, Software Development, REST, Business Intelligence, Databases, UML, iPhone, Objective-C, Agile, Design Patterns, Software Design, Software Engineering, User Interface
Education
University of Notre Dame 1982 — 1986
Bachelor of Science, Math - Computing
Governor Livingston Regional High School 1978 — 1982
SetFocus
Microsoft Business Intelligence
TheMissingGlue.com January 2014 - Present
WinWin Assets, LLC March 2007 - Present
Clear Channel Communications February 2013 - December 2013
Volantec.biz February 2010 - January 2013
OTG Management July 2012 - November 2012
DST Health Solutions October 2005 - February 2007
Volantec.biz 2002 - 2005
The Middleware Company 2000 - 2002
Emprise Computing 1994 - 2000
Merrill Lynch 1991 - 1993
Skills
Agile Methodologies, Java, Mobile Applications, Scrum, XML, Software Development, REST, Business Intelligence, Databases, UML, iPhone, Objective-C, Agile, Design Patterns, Software Design, Software Engineering, User Interface
Education
University of Notre Dame 1982 — 1986
Bachelor of Science, Math - Computing
Governor Livingston Regional High School 1978 — 1982
SetFocus
Microsoft Business Intelligence
Greg Salter's Merrill Lynch Experience May 2008 - August 2008
Job Acquisitions at Farbman Group
Industry Commercial Real Estate
Experience
The Farbman Group November 2013 - Present
Grosvenor Capital Management August 2010 - November 2013
Grosvenor Capital Management June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Education
University of Notre Dame 2006 — 2010
BBA, Finance, Sociology
The Farbman Group November 2013 - Present
Grosvenor Capital Management August 2010 - November 2013
Grosvenor Capital Management June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Education
University of Notre Dame 2006 — 2010
BBA, Finance, Sociology
Tom McKee's Merrill Lynch Experience July 2012 - March 2014
Job FP&A Analyst at tunein
Industry Financial Services
Experience
TuneIn March 2014 - Present
Merrill Lynch July 2012 - March 2014
Merrill Lynch June 2011 - August 2011
Sorin Capital June 2010 - August 2010
Skills
Finance, Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Financial Analysis, Corporate Finance
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Philosophy
TuneIn March 2014 - Present
Merrill Lynch July 2012 - March 2014
Merrill Lynch June 2011 - August 2011
Sorin Capital June 2010 - August 2010
Skills
Finance, Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Financial Analysis, Corporate Finance
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Philosophy
Eric Christiansen's Merrill Lynch Experience June 2007 - November 2008
Job Associate at NGP Energy Technology Partners
Industry Venture Capital & Private Equity
Experience
NGP Energy Technology Partners September 2012 - Present
P&M Corporate Finance July 2011 - August 2012
P&M Corporate Finance November 2008 - June 2011
Merrill Lynch June 2007 - November 2008
Merrill Lynch May 2006 - August 2006
Skills
Valuation, Due Diligence, Investment Banking, Private Equity, LBO, Venture Capital, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Corporate Development, Capital Markets, Equities
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
BBA, Finance
NGP Energy Technology Partners September 2012 - Present
P&M Corporate Finance July 2011 - August 2012
P&M Corporate Finance November 2008 - June 2011
Merrill Lynch June 2007 - November 2008
Merrill Lynch May 2006 - August 2006
Skills
Valuation, Due Diligence, Investment Banking, Private Equity, LBO, Venture Capital, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Corporate Development, Capital Markets, Equities
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
BBA, Finance
Jim Flood's Merrill Lynch Experience 2004 - 2005
Job Financial Writer and Editor
Industry Writing and Editing
Experience
Purcell Communications 2007 - Present
Bloomberg January 2011 - July 2013
NYConvergence.com May 2010 - January 2011
Bloomberg Government April 2010 - December 2010
The New York Times April 2009 - September 2009
CUNY Graduate School of Journalism 2008 - 2009
Carpenter Group 2006 - 2008
Morgan Stanley 2005 - 2006
Merrill Lynch 2004 - 2005
Morgan Stanley Investment Management 1998 - 2002
Skills
Editing, Journalism, Multimedia, Editorial Project..., Editorial, Video, Content Management, Content Development, Copywriting, Social Media, Research, Corporate Communications, Newsletters, Copy Editing
Education
CUNY Graduate School of Journalism 2008 — 2009
M.A., Journalism
University of Notre Dame 1988 — 1992
B.A., English
Purcell Communications 2007 - Present
Bloomberg January 2011 - July 2013
NYConvergence.com May 2010 - January 2011
Bloomberg Government April 2010 - December 2010
The New York Times April 2009 - September 2009
CUNY Graduate School of Journalism 2008 - 2009
Carpenter Group 2006 - 2008
Morgan Stanley 2005 - 2006
Merrill Lynch 2004 - 2005
Morgan Stanley Investment Management 1998 - 2002
Skills
Editing, Journalism, Multimedia, Editorial Project..., Editorial, Video, Content Management, Content Development, Copywriting, Social Media, Research, Corporate Communications, Newsletters, Copy Editing
Education
CUNY Graduate School of Journalism 2008 — 2009
M.A., Journalism
University of Notre Dame 1988 — 1992
B.A., English
Paul Grima's Merrill Lynch Experience May 2013 - August 2013
Job Student at Notre Dame
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
Promazo January 2014 - 2015
Merrill Lynch May 2013 - August 2013
Critical Solutions & Innovations November 2010 - August 2011
Skills
Teamwork, Bloomberg Terminal, Equity Research, Valuation, Public Speaking, Financial Analysis, Microsoft Excel, Microsoft Word, Testing, Management, Data Analysis, Bloomberg, Microsoft Office, Manufacturing, Access, Finance
Education
University of Notre Dame 2012 — 2016
B.B.A. and B.A., Finance and Philosophy
Bronx High School of Science 2008 — 2012
J.P. Morgan 2015 - Present
Promazo January 2014 - 2015
Merrill Lynch May 2013 - August 2013
Critical Solutions & Innovations November 2010 - August 2011
Skills
Teamwork, Bloomberg Terminal, Equity Research, Valuation, Public Speaking, Financial Analysis, Microsoft Excel, Microsoft Word, Testing, Management, Data Analysis, Bloomberg, Microsoft Office, Manufacturing, Access, Finance
Education
University of Notre Dame 2012 — 2016
B.B.A. and B.A., Finance and Philosophy
Bronx High School of Science 2008 — 2012
Kathy Seedall's Merrill Lynch Experience June 2006 - August 2006
Job Senior Marketing Executive at XpertHR USA
Industry Marketing and Advertising
Experience
XpertHR USA June 2014 - Present
Adaptive Curriculum April 2012 - February 2014
Pearson Education January 2009 - April 2012
Pearson North America January 2008 - February 2009
Bendy K. So, M.D., P.C. September 2007 - January 2008
Merrill Lynch June 2006 - August 2006
Allied Van Lines, a SIRVA Company February 2006 - May 2006
Skills
Lead Generation, CRM, Customer Acquisition, Marketing Communications, Email Marketing, Digital Marketing, Marketing Strategy, Salesforce.com, Direct Marketing, B2B Marketing, Social Media Marketing, Online Marketing, Copywriting, Channel, Integrated Marketing, Market Research, Marketing, Strategic Partnerships, SEO, Content Marketing, Inbound Marketing, B2C marketing, Marketing Automation, Corporate Blogging, HubSpot
Education
University of Notre Dame 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
XpertHR USA June 2014 - Present
Adaptive Curriculum April 2012 - February 2014
Pearson Education January 2009 - April 2012
Pearson North America January 2008 - February 2009
Bendy K. So, M.D., P.C. September 2007 - January 2008
Merrill Lynch June 2006 - August 2006
Allied Van Lines, a SIRVA Company February 2006 - May 2006
Skills
Lead Generation, CRM, Customer Acquisition, Marketing Communications, Email Marketing, Digital Marketing, Marketing Strategy, Salesforce.com, Direct Marketing, B2B Marketing, Social Media Marketing, Online Marketing, Copywriting, Channel, Integrated Marketing, Market Research, Marketing, Strategic Partnerships, SEO, Content Marketing, Inbound Marketing, B2C marketing, Marketing Automation, Corporate Blogging, HubSpot
Education
University of Notre Dame 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Jessica Fay's Merrill Lynch Experience June 2012 - August 2012
Job Internal Auditor at ITG
Industry Financial Services
Experience
ITG May 2015 - Present
State Street February 2015 - May 2015
State Street September 2013 - February 2015
Merrill Lynch June 2012 - August 2012
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration, Finance
Braintree High School 2005 — 2009
ITG May 2015 - Present
State Street February 2015 - May 2015
State Street September 2013 - February 2015
Merrill Lynch June 2012 - August 2012
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration, Finance
Braintree High School 2005 — 2009
Marcus Wilson's Merrill Lynch Experience March 2007 - September 2007
Job Senior Vice President, Platform Operations at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners December 2010 - Present
U.S. Trust, Bank of America Private Wealth Management, Merrill Lynch Pierce Fenner and Smith November 2008 - December 2010
Banc of America Investments October 2007 - November 2008
Merrill Lynch March 2007 - September 2007
Briganti Napoli January 2006 - September 2006
Skills
Investments, Estate Planning, Wealth, Financial Advisory, Banking, Wealth Management, Hedge Funds, Wealth Management..., Sales, Finance, Investment Management, Capital Markets, Credit, Asset Management, Portfolio Management, Series 7, Fixed Income, Equities, Alternative Investments, Management
Education
University of Notre Dame 2001 — 2005
BA, Markerting/ Sociology/ Computer Applications
Poly Prep Country Day School 1997 — 2001
Dynasty Financial Partners December 2010 - Present
U.S. Trust, Bank of America Private Wealth Management, Merrill Lynch Pierce Fenner and Smith November 2008 - December 2010
Banc of America Investments October 2007 - November 2008
Merrill Lynch March 2007 - September 2007
Briganti Napoli January 2006 - September 2006
Skills
Investments, Estate Planning, Wealth, Financial Advisory, Banking, Wealth Management, Hedge Funds, Wealth Management..., Sales, Finance, Investment Management, Capital Markets, Credit, Asset Management, Portfolio Management, Series 7, Fixed Income, Equities, Alternative Investments, Management
Education
University of Notre Dame 2001 — 2005
BA, Markerting/ Sociology/ Computer Applications
Poly Prep Country Day School 1997 — 2001
Christopher Revord's Merrill Lynch Experience June 2015 - August 2015
Job Finance & Economics Student at the University of Notre Dame
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Soup of Success & Horizon Educational Initiative June 2014 - August 2014
Camp Foley June 2013 - August 2013
Infinite May 2012 - June 2012
Kumon January 2012 - May 2012
Skills
Microsoft Office, Google Apps, Google Docs, Leadership, Social Media, Facebook, Twitter, Programming, Tutoring, Public Speaking, Radio, Time Management
Education
University of Notre Dame 2012 — 2016
Finance & Economics
New Trier High School 2008 — 2012
Merrill Lynch June 2015 - August 2015
Soup of Success & Horizon Educational Initiative June 2014 - August 2014
Camp Foley June 2013 - August 2013
Infinite May 2012 - June 2012
Kumon January 2012 - May 2012
Skills
Microsoft Office, Google Apps, Google Docs, Leadership, Social Media, Facebook, Twitter, Programming, Tutoring, Public Speaking, Radio, Time Management
Education
University of Notre Dame 2012 — 2016
Finance & Economics
New Trier High School 2008 — 2012
James A. Shaw James A. Shaw's Merrill Lynch Experience January 1991 - January 1992
Job Executive Vice President of the Central Region at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Davis Advisors January 2008 - June 2010
Davis Advisors January 1997 - January 2008
ZURICH/KEMPER FUNDS January 1996 - January 1997
OppenheimerFunds January 1993 - January 1996
Merrill Lynch January 1991 - January 1992
Skills
Wealth Management, Financial Services, Financial Planning, Estate Planning..., Insurance Planning, Retirement Planning..., Executive Benefits...
Education
University of Northern Colorado
Bachelor of Arts, Finance
University of Phoenix
Master, Business Administration
AXA Advisors November 2011 - Present
Davis Advisors January 2008 - June 2010
Davis Advisors January 1997 - January 2008
ZURICH/KEMPER FUNDS January 1996 - January 1997
OppenheimerFunds January 1993 - January 1996
Merrill Lynch January 1991 - January 1992
Skills
Wealth Management, Financial Services, Financial Planning, Estate Planning..., Insurance Planning, Retirement Planning..., Executive Benefits...
Education
University of Northern Colorado
Bachelor of Arts, Finance
University of Phoenix
Master, Business Administration
Brandt Miller's Merrill Lynch Experience May 2009 - August 2009
Job Fund Accountant at Mount Kellett Capital
Industry Financial Services
Experience
Mount Kellett Capital August 2014 - Present
PwC July 2012 - July 2014
Crowe Horwath LLP May 2011 - August 2011
Morgan Keegan January 2011 - May 2011
Bryan Campus Life Center January 2009 - May 2011
Webb Sanders PLLC May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Accounting, Investments, Equities, Forecasting, Portfolio Management, Analysis, Management, Finance, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Masters of Science in Accounting, Financial Reporting
Rhodes College 2007 — 2011
Bachelor's Degree, Business
Mount Kellett Capital August 2014 - Present
PwC July 2012 - July 2014
Crowe Horwath LLP May 2011 - August 2011
Morgan Keegan January 2011 - May 2011
Bryan Campus Life Center January 2009 - May 2011
Webb Sanders PLLC May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Accounting, Investments, Equities, Forecasting, Portfolio Management, Analysis, Management, Finance, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Masters of Science in Accounting, Financial Reporting
Rhodes College 2007 — 2011
Bachelor's Degree, Business
Philip Perkins's Merrill Lynch Experience 1983 - 1984
Job Courtship Ranch
Industry Ranching
Experience
Ice Energy May 2013 - October 2014
WesCorp March 2009 - July 2012
Delaware Investments May 2003 - March 2009
Deutsche Bank August 1998 - May 2003
Dinner Key Advisors January 1992 - August 1996
Salomon Brothers October 1984 - December 1989
Merrill Lynch 1983 - 1984
Education
University of Notre Dame 1979 — 1983
B.A., International Relations
Putnam CIty High School 1976 — 1979
Ice Energy May 2013 - October 2014
WesCorp March 2009 - July 2012
Delaware Investments May 2003 - March 2009
Deutsche Bank August 1998 - May 2003
Dinner Key Advisors January 1992 - August 1996
Salomon Brothers October 1984 - December 1989
Merrill Lynch 1983 - 1984
Education
University of Notre Dame 1979 — 1983
B.A., International Relations
Putnam CIty High School 1976 — 1979
John Dimpel's Merrill Lynch Experience February 1995 - May 2009
Job Branch Manager / Financial Advisor
Industry Investment Management
Experience
Raymond James Financial Services/Dimpel, Rhoades & Associates, An Independent Firm May 2009 - Present
Merrill Lynch February 1995 - May 2009
Skills
Investments, Finance, Securities, Financial Advisory, Investment Banking, Banking, Strategic Planning, FINRA, Coaching, Business Planning, Series 7, Business Development, Wealth Management, Asset Allocation, Project Management, Mutual Funds, Management, New Business Development, Series 63, Team Building
Education
University of Notre Dame 1985 — 1989
B.A. Economics
Raymond James Financial Services/Dimpel, Rhoades & Associates, An Independent Firm May 2009 - Present
Merrill Lynch February 1995 - May 2009
Skills
Investments, Finance, Securities, Financial Advisory, Investment Banking, Banking, Strategic Planning, FINRA, Coaching, Business Planning, Series 7, Business Development, Wealth Management, Asset Allocation, Project Management, Mutual Funds, Management, New Business Development, Series 63, Team Building
Education
University of Notre Dame 1985 — 1989
B.A. Economics
Joseph G. Idaszak's Merrill Lynch Experience June 2009 - August 2009
Job Student at the University of Notre Dame
Industry Financial Services
Experience
PNC Financial Services Group June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Ambitech Engineering June 2008 - August 2008
Education
University of Notre Dame 2008 — 2012
B.B.A., Finance, Economics
University of Notre Dame - Mendoza College of Business 2008 — 2012
PNC Financial Services Group June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Ambitech Engineering June 2008 - August 2008
Education
University of Notre Dame 2008 — 2012
B.B.A., Finance, Economics
University of Notre Dame - Mendoza College of Business 2008 — 2012
Steve (GFM) Manley's Merrill Lynch Experience 2001 - 2009
Job Retirement Income Team at Janney
Industry Investment Management
Experience
Janney May 2009 - Present
Merrill Lynch 2001 - 2009
Skills
Wealth Management, Retirement, 401k, Portfolio Management, Wealth Accumulation, Series 7, High Net Worth..., Series 63, Mutual Funds, Investments, Small Business, Asset Allocation, Series 65, Asset Managment, Asset Management, Retirement Planning
Education
Penn State 1999 — 2001
MBA
University of Notre Dame 1990 — 1994
BBA Marketing, Business Administration
Janney May 2009 - Present
Merrill Lynch 2001 - 2009
Skills
Wealth Management, Retirement, 401k, Portfolio Management, Wealth Accumulation, Series 7, High Net Worth..., Series 63, Mutual Funds, Investments, Small Business, Asset Allocation, Series 65, Asset Managment, Asset Management, Retirement Planning
Education
Penn State 1999 — 2001
MBA
University of Notre Dame 1990 — 1994
BBA Marketing, Business Administration
Kieron Inalsingh, CFP®'s Merrill Lynch Experience 2000 - 2001
Job Financial Planner/Owner & Associate Broker/Realtor in IL, IN & MI
Industry Financial Services
Experience
My Wealth Plan Advisor 2013 - Present
Century 21 Universal 2010 - Present
Michigan Lakes Team 2011 - Present
VALIC 2011 - 2013
Genworth Financial Securities Corp / Genworth Financial Advisers Corp 2008 - 2010
Harris Investor Services 2006 - 2008
Wells Fargo 2005 - 2006
Ameriprise Financial 2003 - 2005
Life Treatment Centers, Inc. 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investment Properties, Selling, Real Estate, Investments, Short Sales, Strategic Financial..., Residential Homes, Sellers, Holistic Financial..., Uniform Combined State..., Mortgage Lending, Real Estate Transactions, Series 7, General Securities..., Finance, Series 24, Loans, Portfolio Management, Financial Planning
Education
University of Notre Dame 1996 — 2000
St. Mary's College (high school) 1988 — 1996
High School
My Wealth Plan Advisor 2013 - Present
Century 21 Universal 2010 - Present
Michigan Lakes Team 2011 - Present
VALIC 2011 - 2013
Genworth Financial Securities Corp / Genworth Financial Advisers Corp 2008 - 2010
Harris Investor Services 2006 - 2008
Wells Fargo 2005 - 2006
Ameriprise Financial 2003 - 2005
Life Treatment Centers, Inc. 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investment Properties, Selling, Real Estate, Investments, Short Sales, Strategic Financial..., Residential Homes, Sellers, Holistic Financial..., Uniform Combined State..., Mortgage Lending, Real Estate Transactions, Series 7, General Securities..., Finance, Series 24, Loans, Portfolio Management, Financial Planning
Education
University of Notre Dame 1996 — 2000
St. Mary's College (high school) 1988 — 1996
High School
Colin Rich's Merrill Lynch Experience May 2010 - August 2010
Job Production Manager at Kenona Industries, Inc.
Industry Automotive
Experience
Kenona Industries, Inc. September 2014 - Present
CAST Management Consultants January 2014 - August 2014
CAST Management Consultants January 2013 - January 2014
CAST Management Consultants August 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Skills
Management Consulting, Organizational..., Process Engineering, Business Strategy, Strategic Planning, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Project Management, Finance, Financial Services, Analysis, Process Improvement
Education
University of Notre Dame 2007 — 2011
Bachelor of Arts, Economics, History
John Cabot University 2010 — 2010
Economics, History
Kenona Industries, Inc. September 2014 - Present
CAST Management Consultants January 2014 - August 2014
CAST Management Consultants January 2013 - January 2014
CAST Management Consultants August 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Skills
Management Consulting, Organizational..., Process Engineering, Business Strategy, Strategic Planning, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Project Management, Finance, Financial Services, Analysis, Process Improvement
Education
University of Notre Dame 2007 — 2011
Bachelor of Arts, Economics, History
John Cabot University 2010 — 2010
Economics, History
Kevin Sanger's Merrill Lynch Experience July 1995 - November 2001
Job Financial Advisor at JGP Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
JGP Wealth Managment Group of Wells Fargo Advisors, LLC October 2001 - Present
Merrill Lynch July 1995 - November 2001
Skills
401k Rollovers, Concentrated Stock..., Financial Analysis, Fixed-Income Strategies, Investment Strategies, Multigenerational..., Retirement Planning, Retirement Savings, Risk Management, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...
Education
University of Notre Dame 1992 — 1996
BA, Finance
JGP Wealth Managment Group of Wells Fargo Advisors, LLC October 2001 - Present
Merrill Lynch July 1995 - November 2001
Skills
401k Rollovers, Concentrated Stock..., Financial Analysis, Fixed-Income Strategies, Investment Strategies, Multigenerational..., Retirement Planning, Retirement Savings, Risk Management, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...
Education
University of Notre Dame 1992 — 1996
BA, Finance
John Ostertag John Ostertag's Merrill Lynch Experience July 2008 - September 2011
Job Sr. Project Manager at Citi
Industry Financial Services
Experience
Citi May 2012 - Present
Project Management Institute April 2004 - October 2012
Deutsche Bank November 2011 - May 2012
Bank of America-Merrill Lynch 2009 - September 2011
Merrill Lynch July 2008 - September 2011
TekSystems 2008 - September 2011
Bank of America 2008 - 2011
Hewlett-Packard July 2008 - December 2008
Fidelity National Information Services October 2007 - April 2008
Lender Processing Services, Inc (LPS), formerly Fidelity Lending Services, Inc (FIS) 2008 - 2008
Skills
PMP, Process Development, IT Governance, Line Management, Product Management, Program Management, CISA, MBA, Project Planning, MS Office Suite, MS Project, Visio, Software Project..., Project Delivery, Product Marketing, Marketing Strategy, Product Development, Product Design, Product Strategy, Product Launch, PCI DSS, Security Audits, Computer Security, Security Management, IT Audit, SDLC, Process Simulation, Resource Management, Management, Project Portfolio..., Microsoft Office, Enterprise Architecture, Security, Data Center, CRM, Software Documentation, PMO, Leadership, Vendor Management, IT Strategy, IT Management, Governance, Strategy, Competitive Analysis, Disaster Recovery, Risk Management, Business Process, Business Analysis, Quality Assurance, Analysis
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1979 — 1981
MBA, Business Administration
University of Notre Dame 1969 — 1973
BSME, Mechanical Engineering
Citi May 2012 - Present
Project Management Institute April 2004 - October 2012
Deutsche Bank November 2011 - May 2012
Bank of America-Merrill Lynch 2009 - September 2011
Merrill Lynch July 2008 - September 2011
TekSystems 2008 - September 2011
Bank of America 2008 - 2011
Hewlett-Packard July 2008 - December 2008
Fidelity National Information Services October 2007 - April 2008
Lender Processing Services, Inc (LPS), formerly Fidelity Lending Services, Inc (FIS) 2008 - 2008
Skills
PMP, Process Development, IT Governance, Line Management, Product Management, Program Management, CISA, MBA, Project Planning, MS Office Suite, MS Project, Visio, Software Project..., Project Delivery, Product Marketing, Marketing Strategy, Product Development, Product Design, Product Strategy, Product Launch, PCI DSS, Security Audits, Computer Security, Security Management, IT Audit, SDLC, Process Simulation, Resource Management, Management, Project Portfolio..., Microsoft Office, Enterprise Architecture, Security, Data Center, CRM, Software Documentation, PMO, Leadership, Vendor Management, IT Strategy, IT Management, Governance, Strategy, Competitive Analysis, Disaster Recovery, Risk Management, Business Process, Business Analysis, Quality Assurance, Analysis
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1979 — 1981
MBA, Business Administration
University of Notre Dame 1969 — 1973
BSME, Mechanical Engineering
Michael Witous's Merrill Lynch Experience June 1993 - December 1998
Job Managing Director Investments
Industry Investment Management
Experience
Oppenheimer & Co. Inc. January 2010 - Present
UBS Wealth Managment February 2003 - January 2010
Prudential Securities December 1998 - January 2003
Merrill Lynch June 1993 - December 1998
Education
University of Notre Dame
BA, PLS
Oppenheimer & Co. Inc. January 2010 - Present
UBS Wealth Managment February 2003 - January 2010
Prudential Securities December 1998 - January 2003
Merrill Lynch June 1993 - December 1998
Education
University of Notre Dame
BA, PLS
Patricia Zavagnin's Merrill Lynch Experience July 2007 - January 2015
Job Vice President Group Director at Graystone Consulting, a Business of Morgan Stanley
Industry Financial Services
Experience
Graystone Consulting, a Business of Morgan Stanley January 2015 - Present
Merrill Lynch July 2007 - January 2015
Skills
Asset Allocation, Investments, Microsoft Excel, Series 7, Leadership, Customer Service, Microsoft Office, Management, Strategic Planning, Event Planning, Marketing Strategy, Social Media Marketing
Education
University of Notre Dame 1978 — 1983
Bachelor of Science, Chemical Engineering
Saint Mary's College 1978 — 1982
Bachelor of Science (B.S.), Chemistry
Graystone Consulting, a Business of Morgan Stanley January 2015 - Present
Merrill Lynch July 2007 - January 2015
Skills
Asset Allocation, Investments, Microsoft Excel, Series 7, Leadership, Customer Service, Microsoft Office, Management, Strategic Planning, Event Planning, Marketing Strategy, Social Media Marketing
Education
University of Notre Dame 1978 — 1983
Bachelor of Science, Chemical Engineering
Saint Mary's College 1978 — 1982
Bachelor of Science (B.S.), Chemistry
Martin Snocker Martin Snocker's Merrill Lynch Experience 1998 - 2002
Job Senior Credit Analyst
Industry Banking
Experience
CoBank January 2012 - Present
CoBank August 2002 - January 2012
Merrill Lynch 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Credit, Portfolio Management, Mortgage Lending, Loans, Loan Origination, Financial Reporting, Finance, Credit Analysis, Financial Analysis, Financial Services, Banking, Investments, Analysis, Leadership, Cash Management, Commercial Lending, Commercial Banking, Underwriting, Process Improvement
Education
University of Northern Colorado 1987 — 1991
Bachelor of Science (BS), Business Administration and Management
CoBank January 2012 - Present
CoBank August 2002 - January 2012
Merrill Lynch 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Credit, Portfolio Management, Mortgage Lending, Loans, Loan Origination, Financial Reporting, Finance, Credit Analysis, Financial Analysis, Financial Services, Banking, Investments, Analysis, Leadership, Cash Management, Commercial Lending, Commercial Banking, Underwriting, Process Improvement
Education
University of Northern Colorado 1987 — 1991
Bachelor of Science (BS), Business Administration and Management
Norm Conley Norm Conley's Merrill Lynch Experience September 1994 - March 1999
Job CEO & CIO at JAG Capital Management LLC
Industry Investment Management
Experience
JAG Capital Management LLC May 2013 - Present
J.A. Glynn & Co March 1999 - Present
Merrill Lynch September 1994 - March 1999
U.S.Navy May 1991 - September 1994
Skills
Investments, Asset Allocation, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Investment Management, Asset Managment, Equity Research, Fixed Income, Mutual Funds, Wealth Management, Securities, Valuation, Series 7, ETFs, Trading
Education
Washington University in St. Louis - Olin Business School 1996 — 1999
MBA, Finance
University of Notre Dame 1987 — 1991
BA, Government
JAG Capital Management LLC May 2013 - Present
J.A. Glynn & Co March 1999 - Present
Merrill Lynch September 1994 - March 1999
U.S.Navy May 1991 - September 1994
Skills
Investments, Asset Allocation, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Investment Management, Asset Managment, Equity Research, Fixed Income, Mutual Funds, Wealth Management, Securities, Valuation, Series 7, ETFs, Trading
Education
Washington University in St. Louis - Olin Business School 1996 — 1999
MBA, Finance
University of Notre Dame 1987 — 1991
BA, Government
Michael J. Huth's Merrill Lynch Experience June 1981 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1981 - Present
Merrill Lynch 1981 - Present
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Series 66, Certified Financial..., Investment Advisory, Alternative Investments, Equities, Securities, Portfolio Management, Uniform Combined State..., Series 65, Series 63, Fixed Income, Life Insurance, Asset Management, Investments, Financial Analysis, Mutual Funds
Education
University of Notre Dame
BBA, Finance
Merrill Lynch June 1981 - Present
Merrill Lynch 1981 - Present
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Series 66, Certified Financial..., Investment Advisory, Alternative Investments, Equities, Securities, Portfolio Management, Uniform Combined State..., Series 65, Series 63, Fixed Income, Life Insurance, Asset Management, Investments, Financial Analysis, Mutual Funds
Education
University of Notre Dame
BBA, Finance
Joe Werner's Merrill Lynch Experience June 1992 - February 1993
Job Director, Site Operations at Applied Materials
Industry Semiconductors
Experience
Applied Materials April 2012 - Present
Applied Materials March 2008 - April 2012
Applied Materials Inc. February 2004 - March 2008
Applied Materials Inc. January 2000 - February 2004
US Air Force February 1993 - January 2000
Merrill Lynch June 1992 - February 1993
Skills
Semiconductors, Thin Films, CVD, Semiconductor Industry, Cross-functional Team..., Silicon, Metrology, Program Management, Engineering Management, Manufacturing, Characterization, Design of Experiments, Engineering, SPC, Six Sigma, Product Management, Product Development, PVD, Process Engineering
Education
University of Notre Dame 1988 — 1992
Bachelor of Science, Electrical Engineering
Applied Materials April 2012 - Present
Applied Materials March 2008 - April 2012
Applied Materials Inc. February 2004 - March 2008
Applied Materials Inc. January 2000 - February 2004
US Air Force February 1993 - January 2000
Merrill Lynch June 1992 - February 1993
Skills
Semiconductors, Thin Films, CVD, Semiconductor Industry, Cross-functional Team..., Silicon, Metrology, Program Management, Engineering Management, Manufacturing, Characterization, Design of Experiments, Engineering, SPC, Six Sigma, Product Management, Product Development, PVD, Process Engineering
Education
University of Notre Dame 1988 — 1992
Bachelor of Science, Electrical Engineering
Garrett Brown's Merrill Lynch Experience June 2010 - August 2010
Job Account Management at MethodCare
Industry Financial Services
Experience
ZirMed - formerly MethodCare August 2014 - Present
Huron Consulting Group September 2012 - April 2014
Finance 500 June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Data Analysis, Business Analysis, Financial Analysis, Research, Financial Modeling, Project Management, Analysis, Strategy, Management, Social Media, Finance, Valuation, PowerPoint
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology
ZirMed - formerly MethodCare August 2014 - Present
Huron Consulting Group September 2012 - April 2014
Finance 500 June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Data Analysis, Business Analysis, Financial Analysis, Research, Financial Modeling, Project Management, Analysis, Strategy, Management, Social Media, Finance, Valuation, PowerPoint
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology
Drew Welp Drew Welp's Merrill Lynch Experience August 2007 - May 2008
Job Investment Advisory Representative/Accountant
Industry Accounting
Experience
Roger W. Harrelson CPA, LLC March 2009 - Present
The Harrelson Financial Group January 2009 - Present
Edward Jones May 2008 - January 2009
Merrill Lynch August 2007 - May 2008
Skills
Investments, Financial Analysis, Small Business, Accounting, Corporate Tax, Income Tax, Investment Advisory, Consulting, Financial Statement..., Series 7, Term Life Insurance, Series 66
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Bachelor of Business Administration, Investment Finance, Spanish
University of Northern Iowa 2004 — 2005
Roger W. Harrelson CPA, LLC March 2009 - Present
The Harrelson Financial Group January 2009 - Present
Edward Jones May 2008 - January 2009
Merrill Lynch August 2007 - May 2008
Skills
Investments, Financial Analysis, Small Business, Accounting, Corporate Tax, Income Tax, Investment Advisory, Consulting, Financial Statement..., Series 7, Term Life Insurance, Series 66
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Bachelor of Business Administration, Investment Finance, Spanish
University of Northern Iowa 2004 — 2005
David R. Parker's Merrill Lynch Experience March 1983 - January 1989
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2008 - Present
Salomon Smith Barney January 1989 - September 2008
Merrill Lynch March 1983 - January 1989
Skills
Series 7, Strategic Planning, Mutual Funds, Portfolio Management, Series 63, Financial Planning, Investments, Asset Allocation, 401k, Sales
Education
Univ. of Miami 1969 — 1970
Business Administration and Management, General
University of Notre Dame 1965 — 1969
BS, Marketing
UBS Financial Services Inc. October 2008 - Present
Salomon Smith Barney January 1989 - September 2008
Merrill Lynch March 1983 - January 1989
Skills
Series 7, Strategic Planning, Mutual Funds, Portfolio Management, Series 63, Financial Planning, Investments, Asset Allocation, 401k, Sales
Education
Univ. of Miami 1969 — 1970
Business Administration and Management, General
University of Notre Dame 1965 — 1969
BS, Marketing
William Reilly's Merrill Lynch Experience November 2013 - Present
Job Wealth Advisor and Portfolio Manager
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
AYSO Region 300 March 2010 - Present
AYSO Region 300 2005 - January 2014
UBS Wealth Management September 2006 - November 2013
UBS Wealth Management September 2006 - November 2013
UBS Wealth Management 2006 - November 2013
Smith Barney May 1994 - September 2006
U.S. Navy June 1990 - May 1994
Education
University of Notre Dame 1986 — 1990
Bachelor's of Business Administration, Finance
Gonzaga Prepatory High School 1982 — 1986
Merrill Lynch November 2013 - Present
AYSO Region 300 March 2010 - Present
AYSO Region 300 2005 - January 2014
UBS Wealth Management September 2006 - November 2013
UBS Wealth Management September 2006 - November 2013
UBS Wealth Management 2006 - November 2013
Smith Barney May 1994 - September 2006
U.S. Navy June 1990 - May 1994
Education
University of Notre Dame 1986 — 1990
Bachelor's of Business Administration, Finance
Gonzaga Prepatory High School 1982 — 1986
John Shank, CRPC's Merrill Lynch Experience November 2008 - March 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - Present
Merrill Lynch November 2008 - March 2012
Progressive Staffing January 1994 - February 2008
Todays Staffing 1993 - 1999
Skills
Investment Planning, Customer Relations, Retirment Planning, IRA's, Investment Strategies, Asset Allocation
Education
University of Notre Dame 1990 — 1992
MBA
University of Notre Dame 1981 — 1985
BBA, Accounting
Bishop Luers High School 1977 — 1981
Diploma
Wells Fargo Advisors March 2012 - Present
Merrill Lynch November 2008 - March 2012
Progressive Staffing January 1994 - February 2008
Todays Staffing 1993 - 1999
Skills
Investment Planning, Customer Relations, Retirment Planning, IRA's, Investment Strategies, Asset Allocation
Education
University of Notre Dame 1990 — 1992
MBA
University of Notre Dame 1981 — 1985
BBA, Accounting
Bishop Luers High School 1977 — 1981
Diploma
Donald Yeckel's Merrill Lynch Experience February 1962 - January 1999
Job Civic volunteer
Industry Financial Services
Experience
various non-profit organizations January 1999 - Present
Merrill Lynch February 1962 - January 1999
Education
University of Notre Dame 1951 — 1955
BA, General Program of Liberal Education
various non-profit organizations January 1999 - Present
Merrill Lynch February 1962 - January 1999
Education
University of Notre Dame 1951 — 1955
BA, General Program of Liberal Education
Eugene O'Connor's Merrill Lynch Experience April 2004 - June 2012
Job Senior Wealth Manager at WNY Asset Management
Industry Financial Services
Experience
WNY Asset Management July 2012 - Present
Merrill Lynch April 2004 - June 2012
Key Private Bank 1998 - 2004
Harold C. Brown & Co. LLC 1992 - 1998
Skills
Fixed Income, Equities, Portfolio Management
Education
University of Notre Dame 1983 — 1987
WNY Asset Management July 2012 - Present
Merrill Lynch April 2004 - June 2012
Key Private Bank 1998 - 2004
Harold C. Brown & Co. LLC 1992 - 1998
Skills
Fixed Income, Equities, Portfolio Management
Education
University of Notre Dame 1983 — 1987
Donald Keough's Merrill Lynch Experience June 2011 - August 2011
Job Rye, New York
Industry Public Relations and Communications
Experience
Tishman Speyer September 2014 - December 2014
Wall Street Access June 2013 - August 2013
Wall Street Access June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Sales, Microsoft Excel, Social Media, Marketing, Public Relations
Education
University of Notre Dame 2010 — 2014
Bachelor's degree, Political Science and Government
Tishman Speyer September 2014 - December 2014
Wall Street Access June 2013 - August 2013
Wall Street Access June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Sales, Microsoft Excel, Social Media, Marketing, Public Relations
Education
University of Notre Dame 2010 — 2014
Bachelor's degree, Political Science and Government
Stephen Bonino's Merrill Lynch Experience May 2010 - August 2010
Job Account Manager at Adlucent
Industry Marketing and Advertising
Experience
Adlucent July 2015 - Present
Adlucent December 2014 - July 2015
Adlucent July 2014 - December 2014
Lattner Enterprises July 2012 - October 2013
Notre Dame Real Estate Investment Club October 2010 - May 2012
University of Notre Dame Department of Psychology September 2010 - May 2012
GAI-Tronics Corporation May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
LedgeRock Golf Club June 2010 - July 2010
North Dining Hall September 2008 - May 2010
Skills
Marketing, Advertising, SEM, PPC, Google Adwords, Google Analytics, Data Analysis, A/B Testing, Research, Press Releases, Event Planning, Project Management, Public Relations, MailChimp, PPC Bid Management, Marketing Plan Creation, Copywriting, Web Content Creation, POP Displays, Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration, Marketing & Psychology
Adlucent July 2015 - Present
Adlucent December 2014 - July 2015
Adlucent July 2014 - December 2014
Lattner Enterprises July 2012 - October 2013
Notre Dame Real Estate Investment Club October 2010 - May 2012
University of Notre Dame Department of Psychology September 2010 - May 2012
GAI-Tronics Corporation May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
LedgeRock Golf Club June 2010 - July 2010
North Dining Hall September 2008 - May 2010
Skills
Marketing, Advertising, SEM, PPC, Google Adwords, Google Analytics, Data Analysis, A/B Testing, Research, Press Releases, Event Planning, Project Management, Public Relations, MailChimp, PPC Bid Management, Marketing Plan Creation, Copywriting, Web Content Creation, POP Displays, Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration, Marketing & Psychology
Stephen Schafer's Merrill Lynch Experience July 2013 - August 2013
Job Incoming Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2015 - Present
Goldman Sachs June 2015 - August 2015
University of Notre Dame August 2014 - March 2015
BP June 2014 - August 2014
Merrill Lynch July 2013 - August 2013
Skills
Finance, Economics, Stock Market, Stock Management, Stock Trading, Stock Research, Politics, Sales, Customer Service, Portfolio Management, Mutual Funds, Time Management, Leadership, Management, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance (Double Major in Economics), 4.0 GPA
Covington Catholic High School 2008 — 2012
Graduated with Honors., 3.99 GPA
Goldman Sachs September 2015 - Present
Goldman Sachs June 2015 - August 2015
University of Notre Dame August 2014 - March 2015
BP June 2014 - August 2014
Merrill Lynch July 2013 - August 2013
Skills
Finance, Economics, Stock Market, Stock Management, Stock Trading, Stock Research, Politics, Sales, Customer Service, Portfolio Management, Mutual Funds, Time Management, Leadership, Management, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance (Double Major in Economics), 4.0 GPA
Covington Catholic High School 2008 — 2012
Graduated with Honors., 3.99 GPA
Terese (Terry) Green Terese (Terry) Green's Merrill Lynch Experience September 1998 - December 2001
Job Certified Business Continuity Professional (CBCP)
Industry Financial Services
Experience
Nationstar Mortgage July 2012 - July 2015
Aurora Bank FSB January 2005 - August 2012
Pegasus Solutions June 2004 - December 2004
Merrill Lynch September 1998 - December 2001
U S WEST May 1986 - December 1996
Skills
Certified Business..., Testing, Business Impact Analysis, Disaster Recovery, Crisis Management, Business Continuity..., Business Continuity, Community Emergency..., Emergency Notification, Collaborative Leadership, Remote Desktop, Crisis Communications, Work Autonomously, SharePoint, Enterprise Software, Leadership, Project Management
Education
University of Northern Colorado
BS, Business Management
Nationstar Mortgage July 2012 - July 2015
Aurora Bank FSB January 2005 - August 2012
Pegasus Solutions June 2004 - December 2004
Merrill Lynch September 1998 - December 2001
U S WEST May 1986 - December 1996
Skills
Certified Business..., Testing, Business Impact Analysis, Disaster Recovery, Crisis Management, Business Continuity..., Business Continuity, Community Emergency..., Emergency Notification, Collaborative Leadership, Remote Desktop, Crisis Communications, Work Autonomously, SharePoint, Enterprise Software, Leadership, Project Management
Education
University of Northern Colorado
BS, Business Management
Carol Ann Michel's Merrill Lynch Experience October 2011 - July 2013
Job Executive Associate at M&T Bank
Industry Financial Services
Experience
M&T Bank July 2015 - Present
Prudential Financial June 2014 - August 2014
Merrill Lynch October 2011 - July 2013
Merrill Lynch July 2011 - October 2011
Deutsche Bank June 2010 - August 2010
Glen Eagle Advisors, LLC 2006 - 2009
Skills
Management, Financial Analysis, Data Analysis, Finance, Project Management, Mergers & Acquisitions, Investments, Financial Modeling, Business Development, Portfolio Management, Risk Management, Leadership, Strategic Planning, Vendor Management, Strategy, Recruiting
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Notre Dame 2007 — 2011
Finance; Focus on Business, Math and Economics
The Hun School of Princeton
M&T Bank July 2015 - Present
Prudential Financial June 2014 - August 2014
Merrill Lynch October 2011 - July 2013
Merrill Lynch July 2011 - October 2011
Deutsche Bank June 2010 - August 2010
Glen Eagle Advisors, LLC 2006 - 2009
Skills
Management, Financial Analysis, Data Analysis, Finance, Project Management, Mergers & Acquisitions, Investments, Financial Modeling, Business Development, Portfolio Management, Risk Management, Leadership, Strategic Planning, Vendor Management, Strategy, Recruiting
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Notre Dame 2007 — 2011
Finance; Focus on Business, Math and Economics
The Hun School of Princeton
Becky Leonard Becky Leonard's Merrill Lynch Experience November 2012 - October 2013
Job Chief Financial Planner at LINC Wealth Solutions
Industry Financial Services
Experience
LINC Wealth Solutions 2014 - Present
Merrill Lynch November 2012 - October 2013
SEI July 2011 - November 2012
SEI July 2007 - July 2011
Skills
Wealth Management, Personal Financial..., Investment Strategies, Retirement Planning, College Education..., Series 63, Series 7, Series 65, Investment Advisory, Tax-Managed Investing, Portfolio Management, Financial Planning, Investments, Asset Allocation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's degree, Finance
Villanova University 2008 — 2010
Master of Business Administration (MBA)
LINC Wealth Solutions 2014 - Present
Merrill Lynch November 2012 - October 2013
SEI July 2011 - November 2012
SEI July 2007 - July 2011
Skills
Wealth Management, Personal Financial..., Investment Strategies, Retirement Planning, College Education..., Series 63, Series 7, Series 65, Investment Advisory, Tax-Managed Investing, Portfolio Management, Financial Planning, Investments, Asset Allocation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's degree, Finance
Villanova University 2008 — 2010
Master of Business Administration (MBA)
Benjamin Shively Benjamin Shively's Merrill Lynch Experience May 1999 - January 2003
Job VP, Investment Officer at Wealth Advisory Group Lake City Bank
Industry Investment Management
Experience
Wealth Advisory Group of Lake City Bank January 2003 - Present
Merrill Lynch May 1999 - January 2003
Skills
Finance, Investments, CIMA, Credit Analysis, Strategic Financial..., Certified Financial..., Strategic Planning, Financial Analysis, Portfolio Management, Retirement Planning, Sales Management, Wealth Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA
Western Michigan University - Haworth College of Business 1995 — 1999
bachelors degree, Finance
Wealth Advisory Group of Lake City Bank January 2003 - Present
Merrill Lynch May 1999 - January 2003
Skills
Finance, Investments, CIMA, Credit Analysis, Strategic Financial..., Certified Financial..., Strategic Planning, Financial Analysis, Portfolio Management, Retirement Planning, Sales Management, Wealth Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA
Western Michigan University - Haworth College of Business 1995 — 1999
bachelors degree, Finance
Benjamin Kim's Merrill Lynch Experience June 2009 - August 2009
Job Campaign Optimization Manager at VideoAmp
Industry Marketing and Advertising
Experience
ZEFR June 2015 - September 2015
Red Blue Media January 2015 - May 2015
Adaptive Media, Inc February 2013 - February 2015
San Ramon City Of February 2011 - February 2013
University of Notre Dame August 2007 - May 2010
Merrill Lynch June 2009 - August 2009
ARESCOM, Inc May 2007 - May 2008
Skills
Online Advertising, Strategic Planning, Advertising, Financial Modeling, Finance, Marketing, Ad Networks, Mobile Advertising, Management, Leadership, Analytics, Financial Analysis, Corporate Finance, Research, Valuation, Trading, Data Analysis, Digital Media, Mergers & Acquisitions, Securities, Team Leadership, Accounting, Display Advertising, Mobile Marketing, Sales Operations, Microsoft Excel, Start-ups, Market Research, Risk Management, Investments, Analysis, Business Development, Business Strategy, Marketing Strategy, Digital Marketing, Online Marketing, Digital Strategy, Account Management, Social Media, Salesforce.com, Strategic Partnerships, Sales Management, Social Media Marketing, Email Marketing, Sales, Business Analysis, Microsoft Office, PowerPoint, Yield Management
Education
University of Notre Dame 2006 — 2010
Finance, Finance
University of Notre Dame Mendoza College of Business Notre 2006 — 2010
Bachelor of Business Administration, Finance
California High School 2002 — 2006
High school diploma, High School Degree
ZEFR June 2015 - September 2015
Red Blue Media January 2015 - May 2015
Adaptive Media, Inc February 2013 - February 2015
San Ramon City Of February 2011 - February 2013
University of Notre Dame August 2007 - May 2010
Merrill Lynch June 2009 - August 2009
ARESCOM, Inc May 2007 - May 2008
Skills
Online Advertising, Strategic Planning, Advertising, Financial Modeling, Finance, Marketing, Ad Networks, Mobile Advertising, Management, Leadership, Analytics, Financial Analysis, Corporate Finance, Research, Valuation, Trading, Data Analysis, Digital Media, Mergers & Acquisitions, Securities, Team Leadership, Accounting, Display Advertising, Mobile Marketing, Sales Operations, Microsoft Excel, Start-ups, Market Research, Risk Management, Investments, Analysis, Business Development, Business Strategy, Marketing Strategy, Digital Marketing, Online Marketing, Digital Strategy, Account Management, Social Media, Salesforce.com, Strategic Partnerships, Sales Management, Social Media Marketing, Email Marketing, Sales, Business Analysis, Microsoft Office, PowerPoint, Yield Management
Education
University of Notre Dame 2006 — 2010
Finance, Finance
University of Notre Dame Mendoza College of Business Notre 2006 — 2010
Bachelor of Business Administration, Finance
California High School 2002 — 2006
High school diploma, High School Degree
Colin Igoe's Merrill Lynch Experience July 2011 - September 2011
Job Direct Sales at On Deck Capital, Inc.
Industry Financial Services
Experience
On Deck Capital, Inc. July 2013 - Present
Colorado Academy December 2012 - February 2014
Total Quality Logistics May 2012 - May 2013
Merrill Lynch July 2011 - September 2011
Skills
Sales, Social Media, Leadership, Marketing, Microsoft Excel, Public Speaking, Account Management, Marketing Strategy, Social Media Marketing, Strategic Planning, Event Planning, Coaching, New Business Development, Sales Management, Management
Education
University of Notre Dame 2007 — 2011
Bachelor’s Degree, History: Economics
On Deck Capital, Inc. July 2013 - Present
Colorado Academy December 2012 - February 2014
Total Quality Logistics May 2012 - May 2013
Merrill Lynch July 2011 - September 2011
Skills
Sales, Social Media, Leadership, Marketing, Microsoft Excel, Public Speaking, Account Management, Marketing Strategy, Social Media Marketing, Strategic Planning, Event Planning, Coaching, New Business Development, Sales Management, Management
Education
University of Notre Dame 2007 — 2011
Bachelor’s Degree, History: Economics
Bryce Emo's Merrill Lynch Experience July 1998 - December 1999
Job EVP, Sales at 4C Insights
Industry Internet
Experience
4C Insights February 2014 - Present
Bemo Ventures April 2012 - February 2014
Centro August 2009 - November 2011
Photobucket (nwsa) October 2008 - August 2009
MySpace 2005 - 2008
Intermix (acquired Response Base) October 2003 - May 2005
Intermix March 2002 - October 2002
FreeDrive,Inc December 1999 - March 2002
Merrill Lynch July 1998 - December 1999
Skills
Digital Media, Online Advertising, Direct Sales, New Media, Customer Acquisition, Start-ups, Monetization, Lead Generation, Strategic Partnerships, Mobile Marketing, Advertising Sales, Mobile Advertising, Venture Capital, Social Media, Digital Strategy, Digital Marketing, SEM, Online Marketing, Entrepreneurship
Education
University of Notre Dame 1994 — 1998
BS, Finance
Rockhurst High School 1990 — 1994
4C Insights February 2014 - Present
Bemo Ventures April 2012 - February 2014
Centro August 2009 - November 2011
Photobucket (nwsa) October 2008 - August 2009
MySpace 2005 - 2008
Intermix (acquired Response Base) October 2003 - May 2005
Intermix March 2002 - October 2002
FreeDrive,Inc December 1999 - March 2002
Merrill Lynch July 1998 - December 1999
Skills
Digital Media, Online Advertising, Direct Sales, New Media, Customer Acquisition, Start-ups, Monetization, Lead Generation, Strategic Partnerships, Mobile Marketing, Advertising Sales, Mobile Advertising, Venture Capital, Social Media, Digital Strategy, Digital Marketing, SEM, Online Marketing, Entrepreneurship
Education
University of Notre Dame 1994 — 1998
BS, Finance
Rockhurst High School 1990 — 1994
Richard Schafer CLTC's Merrill Lynch Experience February 2001 - March 2002
Job Longterm Care Specialist
Industry Insurance
Experience
Schafer Long-term Care LLC March 2002 - Present
Merrill Lynch February 2001 - March 2002
Skills
Long-term Care, Wealth Management, Estate Planning, Fixed Annuities, Insurance, Long Term Care Insurance, Retirement, Strategic Financial..., Retirement Planning, Series 7
Education
University of Notre Dame 1976 — 1980
MSA, Administration for Not-For-Profit
University of Notre Dame 1970 — 1974
University of Notre Dame 1970 — 1974
Schafer Long-term Care LLC March 2002 - Present
Merrill Lynch February 2001 - March 2002
Skills
Long-term Care, Wealth Management, Estate Planning, Fixed Annuities, Insurance, Long Term Care Insurance, Retirement, Strategic Financial..., Retirement Planning, Series 7
Education
University of Notre Dame 1976 — 1980
MSA, Administration for Not-For-Profit
University of Notre Dame 1970 — 1974
University of Notre Dame 1970 — 1974
Brady Jacobsen Brady Jacobsen's Merrill Lynch Experience January 2013 - June 2013
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual July 2013 - Present
Merrill Lynch January 2013 - June 2013
Farmers Mutual Hail Insurance Company of Iowa October 2005 - November 2012
Skills
Hold Series 7, Holds Series 66, Insurance, Finance, Wealth Management, Financial Analysis, Risk Management, Retirement Planning, Life Insurance, Mutual Funds, Retirement, Series 7
Education
University of Northern Iowa 2001 — 2005
Bachelor of Arts (BA), Political Science (International Political Economics)
Johnston High School 1997 — 2000
Northwestern Mutual July 2013 - Present
Merrill Lynch January 2013 - June 2013
Farmers Mutual Hail Insurance Company of Iowa October 2005 - November 2012
Skills
Hold Series 7, Holds Series 66, Insurance, Finance, Wealth Management, Financial Analysis, Risk Management, Retirement Planning, Life Insurance, Mutual Funds, Retirement, Series 7
Education
University of Northern Iowa 2001 — 2005
Bachelor of Arts (BA), Political Science (International Political Economics)
Johnston High School 1997 — 2000
Jack Piasio's Merrill Lynch Experience June 2011 - August 2011
Job Risk Management Analyst at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities August 2013 - Present
LCG Associates June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Word, Investments, Microsoft Office, Portfolio Management, Investment Banking, Coaching, Equities, Finance, PowerPoint, Microsoft Excel, Financial Modeling, Risk Management, Data Analysis, Accounting, Financial Analysis, Research, Leadership
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Georgetown Preparatory School 2007 — 2009
High School
Nomura Securities August 2013 - Present
LCG Associates June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Word, Investments, Microsoft Office, Portfolio Management, Investment Banking, Coaching, Equities, Finance, PowerPoint, Microsoft Excel, Financial Modeling, Risk Management, Data Analysis, Accounting, Financial Analysis, Research, Leadership
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Georgetown Preparatory School 2007 — 2009
High School
Aaron Maund's Merrill Lynch Experience May 2008 - July 2008
Job Professional Soccer Player at Real Salt Lake
Industry Sports
Experience
Real Salt Lake January 2013 - Present
Toronto FC January 2012 - December 2012
Merrill Lynch May 2008 - July 2008
Skills
Sports, Soccer, Microsoft Office, Sports Management, Social Media, PowerPoint, Public Speaking, Event Planning, Customer Service, Team Leadership, Event Management, Public Relations, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Information Technology
Real Salt Lake January 2013 - Present
Toronto FC January 2012 - December 2012
Merrill Lynch May 2008 - July 2008
Skills
Sports, Soccer, Microsoft Office, Sports Management, Social Media, PowerPoint, Public Speaking, Event Planning, Customer Service, Team Leadership, Event Management, Public Relations, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Information Technology
Justin Pellino's Merrill Lynch Experience May 2012 - September 2012
Job Financial Analyst at Amazon.com
Industry Consumer Services
Experience
Amazon June 2014 - Present
Donlen Corporation June 2013 - August 2013
UK Parliament September 2012 - December 2012
Merrill Lynch May 2012 - September 2012
Skills
Research, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Data Analysis, Access, Project Management, Leadership, Public Speaking, Social Media, Outlook, Spanish, Teamwork, Financial Analysis, Analysis
Education
University of Notre Dame 2010 — 2014
Bachelors, Business Administration; Finance, Cum Laude
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Notre Dame London 2012 — 2012
Amazon June 2014 - Present
Donlen Corporation June 2013 - August 2013
UK Parliament September 2012 - December 2012
Merrill Lynch May 2012 - September 2012
Skills
Research, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Data Analysis, Access, Project Management, Leadership, Public Speaking, Social Media, Outlook, Spanish, Teamwork, Financial Analysis, Analysis
Education
University of Notre Dame 2010 — 2014
Bachelors, Business Administration; Finance, Cum Laude
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Notre Dame London 2012 — 2012
Jason Esslinger's Merrill Lynch Experience May 2009 - August 2009
Job Staff Financial Analyst at GE
Industry Financial Services
Experience
GE January 2011 - Present
Keough Residence Hall August 2009 - May 2010
Merrill Lynch May 2009 - August 2009
CitiSmithBarney May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Corporate Finance, Business Strategy, Microsoft Office
Education
University of Notre Dame 2006 — 2010
B.B.A., Finance
GE January 2011 - Present
Keough Residence Hall August 2009 - May 2010
Merrill Lynch May 2009 - August 2009
CitiSmithBarney May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Corporate Finance, Business Strategy, Microsoft Office
Education
University of Notre Dame 2006 — 2010
B.B.A., Finance
Michelle Graham Michelle Graham's Merrill Lynch Experience August 2001 - September 2005
Job Owner of Bounce an Austinbased Events, Marketing and Public Relations Company
Industry Public Relations and Communications
Experience
Bounce July 2008 - Present
RunTex September 2006 - June 2008
Merrill Lynch August 2001 - September 2005
Skills
Media Relations, Public Relations, Customer Relations, Word, Microsoft Office, Event Planning, Social Media, Social Media Marketing, Strategic Planning, Budgeting, Email Marketing, Marketing Strategy, Event Management, Writing, Marketing Communications, PowerPoint, Marketing
Education
University of Notre Dame
BA, Pre-Med & Sociology
University of Oregon
Bounce July 2008 - Present
RunTex September 2006 - June 2008
Merrill Lynch August 2001 - September 2005
Skills
Media Relations, Public Relations, Customer Relations, Word, Microsoft Office, Event Planning, Social Media, Social Media Marketing, Strategic Planning, Budgeting, Email Marketing, Marketing Strategy, Event Management, Writing, Marketing Communications, PowerPoint, Marketing
Education
University of Notre Dame
BA, Pre-Med & Sociology
University of Oregon
John Wander's Merrill Lynch Experience 2003 - 2006
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group 2008 - Present
Merrill Lynch 2003 - 2006
CIBC 1998 - 2002
Skills
Business Planning, Business Strategy, Capital Markets, Chapter 11, Corporate Finance, Credit, Cross-functional Team..., Debt Restructuring, Distressed Debt, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, High Yield Bonds, Investment Banking, LBO, Liquidation, Mergers & Acquisitions, Negotiation, Private Equity, Restructuring, Special Situations, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Delbarton School 1990 — 1994
The Blackstone Group 2008 - Present
Merrill Lynch 2003 - 2006
CIBC 1998 - 2002
Skills
Business Planning, Business Strategy, Capital Markets, Chapter 11, Corporate Finance, Credit, Cross-functional Team..., Debt Restructuring, Distressed Debt, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, High Yield Bonds, Investment Banking, LBO, Liquidation, Mergers & Acquisitions, Negotiation, Private Equity, Restructuring, Special Situations, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Delbarton School 1990 — 1994
Nader Samii's Merrill Lynch Experience January 1998 - March 2000
Job
Industry Hospital & Health Care
Experience
National Medical Billing Services April 2010 - Present
Ajuba International April 2000 - January 2009
Merrill Lynch January 1998 - March 2000
Dillon Read & Co (now UBS) January 1996 - January 1998
Dykema Gossett January 1994 - January 1996
Skills
Revenue Cycle, Healthcare, Medical Billing, Accounts Receivable, EMR, Health Insurance, Healthcare Consulting, Healthcare Industry, Healthcare Information..., Healthcare Management, Hospitals, Managed Care, Management, Medicaid, Medical Coding, Medicine, Mergers, Outsourcing, Performance Improvement, Physician Relations, Process Improvement, Revenue Cycle Management, Start-ups, Strategic Planning, Surgery
Education
University of Wisconsin-Madison 1991 — 1994
JD/MBA
University of Notre Dame 1987 — 1991
BA/BBA
Lumen Christi High School 1984 — 1987
National Medical Billing Services April 2010 - Present
Ajuba International April 2000 - January 2009
Merrill Lynch January 1998 - March 2000
Dillon Read & Co (now UBS) January 1996 - January 1998
Dykema Gossett January 1994 - January 1996
Skills
Revenue Cycle, Healthcare, Medical Billing, Accounts Receivable, EMR, Health Insurance, Healthcare Consulting, Healthcare Industry, Healthcare Information..., Healthcare Management, Hospitals, Managed Care, Management, Medicaid, Medical Coding, Medicine, Mergers, Outsourcing, Performance Improvement, Physician Relations, Process Improvement, Revenue Cycle Management, Start-ups, Strategic Planning, Surgery
Education
University of Wisconsin-Madison 1991 — 1994
JD/MBA
University of Notre Dame 1987 — 1991
BA/BBA
Lumen Christi High School 1984 — 1987
Jon Buck's Merrill Lynch Experience June 1997 - November 1997
Job
Industry Information Technology and Services
Experience
Mobilitie March 2014 - Present
T2 Technology Group August 2013 - March 2014
Integer Wireless November 2010 - August 2013
University of Northern Colorado November 1997 - November 2010
Merrill Lynch June 1997 - November 1997
University of Northern Colorado August 1992 - May 1997
Skills
Cisco Technologies, Active Directory, Network Architecture, Storage Area Networks, Telecommunications, Leadership Development, Routing, Wireless, Network Administration, VoIP, Power Management, Network Design, Networking, Disaster Recovery, Leadership, Data Center, Network Security, IT Strategy, Strategic Communications, Business Continuity..., Mobile Communications, Team Leadership, Team Management, Telecommunications..., IT Infrastructure..., IT Infrastructure Design, IT Infrastructure..., Cellular Communications, Managed Services, Program Management, Strategy, Technical Support, Unified Communications, Wireless Networking
Education
University of Northern Colorado 1992 — 1997
Bachelor's
Mobilitie March 2014 - Present
T2 Technology Group August 2013 - March 2014
Integer Wireless November 2010 - August 2013
University of Northern Colorado November 1997 - November 2010
Merrill Lynch June 1997 - November 1997
University of Northern Colorado August 1992 - May 1997
Skills
Cisco Technologies, Active Directory, Network Architecture, Storage Area Networks, Telecommunications, Leadership Development, Routing, Wireless, Network Administration, VoIP, Power Management, Network Design, Networking, Disaster Recovery, Leadership, Data Center, Network Security, IT Strategy, Strategic Communications, Business Continuity..., Mobile Communications, Team Leadership, Team Management, Telecommunications..., IT Infrastructure..., IT Infrastructure Design, IT Infrastructure..., Cellular Communications, Managed Services, Program Management, Strategy, Technical Support, Unified Communications, Wireless Networking
Education
University of Northern Colorado 1992 — 1997
Bachelor's
Ed Hickey's Merrill Lynch Experience September 1993 - August 2002
Job
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney August 2002 - March 2013
Morgan Stanley Smith Barney 2002 - March 2013
Merrill Lynch September 1993 - August 2002
United States Navy April 1988 - January 1994
Education
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance, International Investments, Accounting
St John's 1980 — 1984
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney August 2002 - March 2013
Morgan Stanley Smith Barney 2002 - March 2013
Merrill Lynch September 1993 - August 2002
United States Navy April 1988 - January 1994
Education
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance, International Investments, Accounting
St John's 1980 — 1984
Jack Calcutt, CFA's Merrill Lynch Experience June 2007 - December 2012
Job Institutional Sales at FactSet
Industry Financial Services
Experience
FactSet May 2015 - Present
Supportive Housing Works April 2013 - February 2015
Merrill Lynch June 2007 - December 2012
Skills
French Proficiency, Investments, Financial Analysis, Wealth Management, Research, Series 7, Investment Advisory, Portfolio Management, Alternative Investments, Retirement Planning, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Modeling, Equities, Valuation, Estate Planning, Mutual Funds, Hedge Funds, Securities, Asset Management, Affordable Housing, Series 63, Finance, Urban Planning, Private Equity, Investment Management, Mergers & Acquisitions, Bloomberg
Education
CFA Institute 2008 — 2013
CFA® charterholder
University of Notre Dame 2003 — 2007
B.A., Program of Liberal Studies
National Development Council
FactSet May 2015 - Present
Supportive Housing Works April 2013 - February 2015
Merrill Lynch June 2007 - December 2012
Skills
French Proficiency, Investments, Financial Analysis, Wealth Management, Research, Series 7, Investment Advisory, Portfolio Management, Alternative Investments, Retirement Planning, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Modeling, Equities, Valuation, Estate Planning, Mutual Funds, Hedge Funds, Securities, Asset Management, Affordable Housing, Series 63, Finance, Urban Planning, Private Equity, Investment Management, Mergers & Acquisitions, Bloomberg
Education
CFA Institute 2008 — 2013
CFA® charterholder
University of Notre Dame 2003 — 2007
B.A., Program of Liberal Studies
National Development Council
Thomas Robertazzi's Merrill Lynch Experience 1995 - 1997
Job Director NAM Head of Equity Risk IT at Citigroup
Industry Information Technology and Services
Experience
Citi July 2012 - Present
Citigroup July 2011 - August 2012
Citi August 1999 - July 2011
Republic Bank of New York March 1997 - August 1999
Merrill Lynch 1995 - 1997
Skills
Equities, Risk, Equity Derivatives, Electronic Trading, Portfolio Management, Middle Office, Quantitative Finance, Sybase, Financial Modeling, Swaps, Bonds, Quantitative Analytics, Financial Services, Valuation, Back Office, Securities, Business Analysis
Education
University of Notre Dame 1991 — 1995
Bachelor of Science, Mechanical Engineering
Immaculate High School
Immaculate High School
Citi July 2012 - Present
Citigroup July 2011 - August 2012
Citi August 1999 - July 2011
Republic Bank of New York March 1997 - August 1999
Merrill Lynch 1995 - 1997
Skills
Equities, Risk, Equity Derivatives, Electronic Trading, Portfolio Management, Middle Office, Quantitative Finance, Sybase, Financial Modeling, Swaps, Bonds, Quantitative Analytics, Financial Services, Valuation, Back Office, Securities, Business Analysis
Education
University of Notre Dame 1991 — 1995
Bachelor of Science, Mechanical Engineering
Immaculate High School
Immaculate High School
Tony Bartsh's Merrill Lynch Experience 2001 - 2003
Job Research Analyst at Park West Asset Management
Industry Capital Markets
Experience
Park West Asset Management November 2010 - Present
Emrose Capital March 2009 - November 2010
Crosslink Capital April 2005 - February 2008
Sanmina-SCI June 2003 - March 2005
Merrill Lynch 2001 - 2003
Education
University of Notre Dame 1998 — 2001
Finance & Business Econ, Finance and Accounting
University of Notre Dame - Mendoza College of Business 1998 — 2001
Park West Asset Management November 2010 - Present
Emrose Capital March 2009 - November 2010
Crosslink Capital April 2005 - February 2008
Sanmina-SCI June 2003 - March 2005
Merrill Lynch 2001 - 2003
Education
University of Notre Dame 1998 — 2001
Finance & Business Econ, Finance and Accounting
University of Notre Dame - Mendoza College of Business 1998 — 2001
Pat Kiernan's Merrill Lynch Experience May 2011 - August 2012
Job General Counsel at The Kiernan Group/OwnerKiernan Law Firm, LLC
Industry Legal Services
Experience
The Kiernan Group August 2009 - Present
The Kiernan Law Firm, LLC March 2004 - Present
Merrill Lynch May 2011 - August 2012
Circuit Attorney's Office for the City of St. Louis March 2001 - February 2004
Green, Schaaf and Jacobson, P.C. September 1999 - March 2001
Circuit Attorney's Office for the City of St. Louis July 1994 - September 1999
LaTourette, Schlueter, Ebling and Byrne, P.C. May 1992 - July 1994
Skills
Litigation, Securities, Legal Research, Legal Writing, Courts, Civil Litigation, Appeals, Trials, Corporate Law, Personal Injury, Criminal Defense, Hearings, Class Actions, Private Investigations, Mediation, Investigation, Estate Planning, Family Law, Criminal Law, Legal Assistance, Securities Regulation, Licensing, Arbitration, Commercial Litigation, Fraud, Product Liability, Westlaw, Corporate Governance, Securities Litigation, Employment Law, Defense, Due Diligence, Trusts, Intellectual Property, Bankruptcy, Mergers, Litigation Support, White Collar Criminal..., Attorneys, Legal Compliance, Dispute Resolution, ERISA, Joint Ventures, Document Review, Mergers & Acquisitions, Internal Investigations, Legal Issues, Jury Trials, Litigation Management, Administrative Law
Education
Washington University in St. Louis School of Law 1989 — 1992
JD, Law
University of Notre Dame 1985 — 1989
BA, Government, Philosophy & Economics
Wayzata High School 1982 — 1985
The Kiernan Group August 2009 - Present
The Kiernan Law Firm, LLC March 2004 - Present
Merrill Lynch May 2011 - August 2012
Circuit Attorney's Office for the City of St. Louis March 2001 - February 2004
Green, Schaaf and Jacobson, P.C. September 1999 - March 2001
Circuit Attorney's Office for the City of St. Louis July 1994 - September 1999
LaTourette, Schlueter, Ebling and Byrne, P.C. May 1992 - July 1994
Skills
Litigation, Securities, Legal Research, Legal Writing, Courts, Civil Litigation, Appeals, Trials, Corporate Law, Personal Injury, Criminal Defense, Hearings, Class Actions, Private Investigations, Mediation, Investigation, Estate Planning, Family Law, Criminal Law, Legal Assistance, Securities Regulation, Licensing, Arbitration, Commercial Litigation, Fraud, Product Liability, Westlaw, Corporate Governance, Securities Litigation, Employment Law, Defense, Due Diligence, Trusts, Intellectual Property, Bankruptcy, Mergers, Litigation Support, White Collar Criminal..., Attorneys, Legal Compliance, Dispute Resolution, ERISA, Joint Ventures, Document Review, Mergers & Acquisitions, Internal Investigations, Legal Issues, Jury Trials, Litigation Management, Administrative Law
Education
Washington University in St. Louis School of Law 1989 — 1992
JD, Law
University of Notre Dame 1985 — 1989
BA, Government, Philosophy & Economics
Wayzata High School 1982 — 1985
Edward Keenan's Merrill Lynch Experience 1981 - 2009
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America 2009 - Present
Merrill Lynch 1981 - 2009
JP Morgan December 1993 - October 1999
Education
University of Notre Dame 1977 — 1981
Bank of America 2009 - Present
Merrill Lynch 1981 - 2009
JP Morgan December 1993 - October 1999
Education
University of Notre Dame 1977 — 1981
Diana Braendly's Merrill Lynch Experience May 1998 - Present
Job Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 1998 - Present
Education
University of Notre Dame 1995 — 1999
Merrill Lynch May 1998 - Present
Education
University of Notre Dame 1995 — 1999
Greg Wiercinski, CPA, MBA's Merrill Lynch Experience September 1999 - August 2001
Job Client Service Director at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources June 2011 - Present
Geller & Company July 2009 - June 2011
US Trust March 2003 - July 2009
Merrill Lynch September 1999 - August 2001
PwC May 1997 - September 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Financial Analysis, Equities, Forecasting, Accounting, Finance, Variance Analysis, Financial Reporting, Microsoft Excel, Tax, Risk Management, Hedge Funds, Certified Public...
Education
New York University, Stern School of Business 2001 — 2003
MBA, Marketing
University of Notre Dame 1993 — 1997
B.B.A., Accounting
Archbishop Wood 1989 — 1993
High School
Robert Half Management Resources June 2011 - Present
Geller & Company July 2009 - June 2011
US Trust March 2003 - July 2009
Merrill Lynch September 1999 - August 2001
PwC May 1997 - September 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Financial Analysis, Equities, Forecasting, Accounting, Finance, Variance Analysis, Financial Reporting, Microsoft Excel, Tax, Risk Management, Hedge Funds, Certified Public...
Education
New York University, Stern School of Business 2001 — 2003
MBA, Marketing
University of Notre Dame 1993 — 1997
B.B.A., Accounting
Archbishop Wood 1989 — 1993
High School
Kerry Wate, CFA's Merrill Lynch Experience January 2013 - Present
Job Merrill Lynch Wealth and Investment Management
Industry Investment Management
Experience
Merrill Lynch January 2013 - Present
Sparta Asset Management 2007 - 2012
Oppenheimer Investment Management September 2005 - September 2007
Summit Capital Management June 2003 - August 2005
Skills
Portfolio Management, Investments, Risk Management, Valuation, Asset Management, Financial Modeling, Equity Research, Wealth Management, Asset Allocation, Investment Management
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Auburn High School
Merrill Lynch January 2013 - Present
Sparta Asset Management 2007 - 2012
Oppenheimer Investment Management September 2005 - September 2007
Summit Capital Management June 2003 - August 2005
Skills
Portfolio Management, Investments, Risk Management, Valuation, Asset Management, Financial Modeling, Equity Research, Wealth Management, Asset Allocation, Investment Management
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Auburn High School
Laura Rickenbaker's Merrill Lynch Experience 2013 - Present
Job
Industry Executive Office
Experience
Merrill Lynch 2013 - Present
Portfolio Center 2010 - Present
Skills
Editing, Email Marketing, Digital Marketing, Social Media Marketing, Advertising, Television, Online Advertising, Broadcast, Social Media, SEO, Blogging, Financial Services, Sales, Sales Management, Tax Accounting, Financial Analysis
Education
University of Notre Dame 2003 — 2005
Saint Mary's Notre Dame
Saint Mary's Notre Dame, Rome Program 2003 — 2004
Merrill Lynch 2013 - Present
Portfolio Center 2010 - Present
Skills
Editing, Email Marketing, Digital Marketing, Social Media Marketing, Advertising, Television, Online Advertising, Broadcast, Social Media, SEO, Blogging, Financial Services, Sales, Sales Management, Tax Accounting, Financial Analysis
Education
University of Notre Dame 2003 — 2005
Saint Mary's Notre Dame
Saint Mary's Notre Dame, Rome Program 2003 — 2004
David Lewis Jr.'s Merrill Lynch Experience October 2007 - August 2010
Job Global Investment Opportunities at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2010 - Present
Merrill Lynch October 2007 - August 2010
Skills
Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Delbarton School 1999 — 2003
J.P. Morgan August 2010 - Present
Merrill Lynch October 2007 - August 2010
Skills
Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Delbarton School 1999 — 2003
Douglas R. Burns, Jr., CFA's Merrill Lynch Experience September 2010 - February 2011
Job Investment Adviser at Rockbridge Investment Management
Industry Investment Management
Experience
Rockbridge Investment Management January 2014 - Present
RJR Associates Inc. February 2011 - January 2014
Merrill Lynch September 2010 - February 2011
Wells Fargo Advisors, LLC April 2002 - September 2010
JP Morgan June 2000 - March 2002
Ernst & Young October 1997 - June 2000
Education
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Fayetteville Manlius High School
Rockbridge Investment Management January 2014 - Present
RJR Associates Inc. February 2011 - January 2014
Merrill Lynch September 2010 - February 2011
Wells Fargo Advisors, LLC April 2002 - September 2010
JP Morgan June 2000 - March 2002
Ernst & Young October 1997 - June 2000
Education
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Fayetteville Manlius High School
Jonathan Mulva's Merrill Lynch Experience June 1997 - June 1998
Job First Officer at United Airlines
Industry Airlines/Aviation
Experience
United Airlines August 2013 - Present
Continental Airlines March 2006 - August 2013
ExpressJet Airlines July 2000 - March 2006
University of Oklahoma January 2000 - July 2000
Parker Drilling Company June 1998 - September 1999
Merrill Lynch June 1997 - June 1998
Skills
Flight Planning, Piloting, Flights, Flight Training, Crew Resource Management, Commercial Aviation, Aviation Security, Civil Aviation, Flight Safety, Aerospace, CFI, Airport Management, Airworthiness, B737, Charter, Aircraft, Airports, Ground Instructor, Aviation, Multi-engine, Instrument Rating, Airlines, Aeronautics, Ushering, Human Factors, ATP
Education
University of Notre Dame 1994 — 1997
Bachelor of Business Administration (BBA), Finance
Bartlesville High School 1989 — 1993
United Airlines August 2013 - Present
Continental Airlines March 2006 - August 2013
ExpressJet Airlines July 2000 - March 2006
University of Oklahoma January 2000 - July 2000
Parker Drilling Company June 1998 - September 1999
Merrill Lynch June 1997 - June 1998
Skills
Flight Planning, Piloting, Flights, Flight Training, Crew Resource Management, Commercial Aviation, Aviation Security, Civil Aviation, Flight Safety, Aerospace, CFI, Airport Management, Airworthiness, B737, Charter, Aircraft, Airports, Ground Instructor, Aviation, Multi-engine, Instrument Rating, Airlines, Aeronautics, Ushering, Human Factors, ATP
Education
University of Notre Dame 1994 — 1997
Bachelor of Business Administration (BBA), Finance
Bartlesville High School 1989 — 1993
Bill Harrington's Merrill Lynch Experience August 1987 - February 1995
Job Advantage Futures LLC
Industry Financial Services
Experience
Advantage Futures LLC January 2004 - Present
Mizuho Securities February 1995 - December 2003
Merrill Lynch August 1987 - February 1995
Skills
Electronic Trading, Derivatives, Trading, Options, Trading Systems, Equities, Financial Markets, Hedge Funds, Commodity, Capital Markets, Fixed Income
Education
University of Notre Dame 1983 — 1987
BBA, Finance
Advantage Futures LLC January 2004 - Present
Mizuho Securities February 1995 - December 2003
Merrill Lynch August 1987 - February 1995
Skills
Electronic Trading, Derivatives, Trading, Options, Trading Systems, Equities, Financial Markets, Hedge Funds, Commodity, Capital Markets, Fixed Income
Education
University of Notre Dame 1983 — 1987
BBA, Finance
DJ Driscoll's Merrill Lynch Experience September 2006 - December 2008
Job Spine Sp at Caliber Surgical. Exclusive Distributor of NuVasive
Industry Medical Devices
Experience
Caliber Surgical. Exclusive Distributor of NuVasive August 2014 - Present
NuVasive April 2012 - Present
Nuvasive November 2010 - April 2012
Capacity Commercial Group June 2009 - October 2010
Major League Lacrosse May 2006 - July 2010
Merrill Lynch September 2006 - December 2008
Major League Lacrosse, LA Riptide May 2006 - August 2008
Education
University of Notre Dame 2002 — 2006
University of Notre Dame - Mendoza College of Business 2002 — 2006
Caliber Surgical. Exclusive Distributor of NuVasive August 2014 - Present
NuVasive April 2012 - Present
Nuvasive November 2010 - April 2012
Capacity Commercial Group June 2009 - October 2010
Major League Lacrosse May 2006 - July 2010
Merrill Lynch September 2006 - December 2008
Major League Lacrosse, LA Riptide May 2006 - August 2008
Education
University of Notre Dame 2002 — 2006
University of Notre Dame - Mendoza College of Business 2002 — 2006
Anthony Peterson, Purchasing Manager's Merrill Lynch Experience September 2000 - January 2004
Job Now Hiring The Best Jobs In RetailBuyers at Carmax!
Industry Automotive
Experience
CarMax March 2004 - Present
CarMax March 2011 - March 2013
Merrill Lynch September 2000 - January 2004
San Francisco 49ers May 1994 - May 2000
Skills
Management, Forecasting, Retail, Merchandising, Strategy, Purchasing, Automotive, Continuous Improvement, Contract Negotiation, Cross-functional Team..., Customer Service, Income Statement, Inventory Control, Inventory Management, Leadership, Marketing Strategy, Pricing, Procurement, Profit, Recruiting, Sales, Sales Management, Strategic Partnerships, Strategic Planning, Supply Chain, Supply Chain Management, Logistics, Negotiation, Operations Management, P
Education
University of Notre Dame 1990 — 1994
BA, Finance & Economics
CarMax March 2004 - Present
CarMax March 2011 - March 2013
Merrill Lynch September 2000 - January 2004
San Francisco 49ers May 1994 - May 2000
Skills
Management, Forecasting, Retail, Merchandising, Strategy, Purchasing, Automotive, Continuous Improvement, Contract Negotiation, Cross-functional Team..., Customer Service, Income Statement, Inventory Control, Inventory Management, Leadership, Marketing Strategy, Pricing, Procurement, Profit, Recruiting, Sales, Sales Management, Strategic Partnerships, Strategic Planning, Supply Chain, Supply Chain Management, Logistics, Negotiation, Operations Management, P
Education
University of Notre Dame 1990 — 1994
BA, Finance & Economics
Peggy Horan's Merrill Lynch Experience August 2005 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
Education
University of Notre Dame 1994 — 1998
Merrill Lynch August 2005 - Present
Education
University of Notre Dame 1994 — 1998
Rory Mill's Merrill Lynch Experience July 1998 - August 2002
Job Vice President, Branch Manager at Guaranty Bank & Trust
Industry Banking
Experience
Guaranty Bank & Trust Company March 2010 - Present
Specialty Sports Venture, LLC September 2003 - September 2007
Merrill Lynch July 1998 - August 2002
Skills
Banking, Business Development, Loans, Managerial Finance, Mortgage Banking, Operations Management, Retail Banking, Small Business Lending, Sales, Team Building, P&L Management, Project Management, Forecasting
Education
University of Northern Colorado 1993 — 1998
Guaranty Bank & Trust Company March 2010 - Present
Specialty Sports Venture, LLC September 2003 - September 2007
Merrill Lynch July 1998 - August 2002
Skills
Banking, Business Development, Loans, Managerial Finance, Mortgage Banking, Operations Management, Retail Banking, Small Business Lending, Sales, Team Building, P&L Management, Project Management, Forecasting
Education
University of Northern Colorado 1993 — 1998
Danielle Torrez's Merrill Lynch Experience Supervisor- Asset Transition ServicesMerrill LynchOctober 1999 - October 2004
Job Assistant Vice President EPS Conversion Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Supervisor- Asset Transition ServicesMerrill LynchOctober 1999 - October 2004
Education
University of Northern Colorado 1994 — 1998
Merrill Lynch Supervisor- Asset Transition ServicesMerrill LynchOctober 1999 - October 2004
Education
University of Northern Colorado 1994 — 1998
Amanda Mottl's Merrill Lynch Experience June 2001 - March 2004
Job Realtor at Howard Hanna
Industry Real Estate
Experience
Howard Hanna April 2004 - Present
Merrill Lynch June 2001 - March 2004
Skills
First Time Home Buyers, Relocation, Short Sales, Buyer Representation, Foreclosures, Sellers, New Home Sales, Condos, Listings, Single Family Homes, REO, Referrals, Investment Properties, Move Up Buyers, Real Estate, Seniors, Investors, Real Estate Transactions, Residential Homes, Luxury, ABR, Relocation Buyers
Education
University of Notre Dame 1997 — 2001
Bachelor's degree, Finance, General
Holy Name High School 1994 — 1997
High School
Incarnate Word Academy 1984 — 1994
Howard Hanna April 2004 - Present
Merrill Lynch June 2001 - March 2004
Skills
First Time Home Buyers, Relocation, Short Sales, Buyer Representation, Foreclosures, Sellers, New Home Sales, Condos, Listings, Single Family Homes, REO, Referrals, Investment Properties, Move Up Buyers, Real Estate, Seniors, Investors, Real Estate Transactions, Residential Homes, Luxury, ABR, Relocation Buyers
Education
University of Notre Dame 1997 — 2001
Bachelor's degree, Finance, General
Holy Name High School 1994 — 1997
High School
Incarnate Word Academy 1984 — 1994
Amanda Tedesco's Merrill Lynch Experience 2006 - 2007
Job Director, Senior Research Analyst at ClearBridge Investments
Industry Investment Management
Experience
Suffolk Capital Management 2012 - 2013
Citadel - Surveyor Capital 2010 - 2011
Tracer Capital Management 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Idea Generation, Research, Equities, Valuation, Investments, Building Relationships, Hedge Funds, Investment Banking, IPO, Strategy, Finance, Mergers & Acquisitions, Capital Markets, Bloomberg, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2002 — 2006
BBA, Accounting, Economics; minor in Japanese
Bishop Eustace Preparatory School
Suffolk Capital Management 2012 - 2013
Citadel - Surveyor Capital 2010 - 2011
Tracer Capital Management 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Idea Generation, Research, Equities, Valuation, Investments, Building Relationships, Hedge Funds, Investment Banking, IPO, Strategy, Finance, Mergers & Acquisitions, Capital Markets, Bloomberg, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2002 — 2006
BBA, Accounting, Economics; minor in Japanese
Bishop Eustace Preparatory School
Thomas Calcagnini's Merrill Lynch Experience October 2005 - November 2010
Job Managing Partner at Victus Capital Wealth
Industry Financial Services
Experience
Victus Capital Wealth November 2010 - Present
Merrill Lynch October 2005 - November 2010
Morgan Stanley October 2002 - September 2005
Skills
Wealth Management, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Equity Research, Valuation, Investment Advisory, Financial Modeling, Equities, Private Equity, Investment Management, Fixed Income, Mergers & Acquisitions, Portfolio Management, Financial Planning, Asset Management
Education
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
University of Notre Dame - Mendoza College of Business 1980 — 1984
BBA, Accounting
Victus Capital Wealth November 2010 - Present
Merrill Lynch October 2005 - November 2010
Morgan Stanley October 2002 - September 2005
Skills
Wealth Management, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Equity Research, Valuation, Investment Advisory, Financial Modeling, Equities, Private Equity, Investment Management, Fixed Income, Mergers & Acquisitions, Portfolio Management, Financial Planning, Asset Management
Education
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
University of Notre Dame - Mendoza College of Business 1980 — 1984
BBA, Accounting
Jean Gonzales's Merrill Lynch Experience April 1998 - May 2002
Job at
Industry Utilities
Experience
Denver Water February 2014 - Present
Denver Water October 2003 - February 2014
Merrill Lynch April 1998 - May 2002
Skills
Business Analysis, Microsoft Office, Customer Service, Microsoft Excel, Database Design, Integration, Databases, Windows, SharePoint, Program Management
Education
University of Northern Colorado 1978 — 1983
Denver Water February 2014 - Present
Denver Water October 2003 - February 2014
Merrill Lynch April 1998 - May 2002
Skills
Business Analysis, Microsoft Office, Customer Service, Microsoft Excel, Database Design, Integration, Databases, Windows, SharePoint, Program Management
Education
University of Northern Colorado 1978 — 1983
Bill McDermott's Merrill Lynch Experience 2006 - 2008
Job Senior Vice President Corporate Planning & Analysis and Expense Management
Industry Financial Services
Experience
Jefferies & Company May 2010 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 1999 - 2003
Lehman Brothers 1995 - 1999
Lehman Brothers March 1993 - May 1995
Cantor Fitzgerald 1990 - 1993
Arthur Andersen & Co. 1985 - 1990
Skills
Management, Analysis, Fixed Income, Competitive Analysis, Forecasting, Budgets, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Financial..., Trading, Financial Reporting, Derivatives, Risk Management, Finance
Education
University of Notre Dame 1982 — 1985
Jefferies & Company May 2010 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 1999 - 2003
Lehman Brothers 1995 - 1999
Lehman Brothers March 1993 - May 1995
Cantor Fitzgerald 1990 - 1993
Arthur Andersen & Co. 1985 - 1990
Skills
Management, Analysis, Fixed Income, Competitive Analysis, Forecasting, Budgets, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Financial..., Trading, Financial Reporting, Derivatives, Risk Management, Finance
Education
University of Notre Dame 1982 — 1985
Danielle Coate's Merrill Lynch Experience April 2008 - January 2011
Job Vice President at Merrill Lynch/ Bank of America
Industry Financial Services
Experience
Merrill Lynch/ Bank of America February 2011 - Present
Merrill Lynch April 2008 - January 2011
Merrill Lynch March 2006 - 2007
Merrill Lynch May 2002 - 2006
Merrill Lynch October 1999 - 2002
Skills
Financial Services, Equities, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Investments, Employee Benefits, Options, Relationship Management, Process Improvement
Education
University of Northern Colorado 1994 — 1998
Sociology, Family Studies
Merrill Lynch/ Bank of America February 2011 - Present
Merrill Lynch April 2008 - January 2011
Merrill Lynch March 2006 - 2007
Merrill Lynch May 2002 - 2006
Merrill Lynch October 1999 - 2002
Skills
Financial Services, Equities, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Investments, Employee Benefits, Options, Relationship Management, Process Improvement
Education
University of Northern Colorado 1994 — 1998
Sociology, Family Studies
Evan Hanna's Merrill Lynch Experience March 2010 - Present
Job Vice President Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch March 2010 - Present
Skills
Capital Markets, Fixed Income, Credit, Comparable Analysis, Valuation, Investments, Business Writing, Technical Writing, Microsoft Excel, PowerPoint, Dreamweaver, Web Design, Bloomberg
Education
University of Notre Dame 2005 — 2009
BBA, Finance
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Merrill Lynch March 2010 - Present
Skills
Capital Markets, Fixed Income, Credit, Comparable Analysis, Valuation, Investments, Business Writing, Technical Writing, Microsoft Excel, PowerPoint, Dreamweaver, Web Design, Bloomberg
Education
University of Notre Dame 2005 — 2009
BBA, Finance
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Amanda Deckelman Platek's Merrill Lynch Experience May 2007 - August 2007
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch July 2008 - July 2012
Merrill Lynch May 2007 - August 2007
Skills
Trading, Equity Trading, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives, Investment Banking, Sales, Hedge Funds, Portfolio Management, Valuation, Financial Analysis, Bonds
Education
University of Notre Dame 2004 — 2008
Bachelor of Arts (BA), Economics & Political Science
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch July 2008 - July 2012
Merrill Lynch May 2007 - August 2007
Skills
Trading, Equity Trading, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives, Investment Banking, Sales, Hedge Funds, Portfolio Management, Valuation, Financial Analysis, Bonds
Education
University of Notre Dame 2004 — 2008
Bachelor of Arts (BA), Economics & Political Science
Patrick Bitter's Merrill Lynch Experience January 1999 - 2009
Job Senior Vice President at Bank of Amercia Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch January 1999 - 2009
Merrill Lynch 1996 - 1998
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts, Economics
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch January 1999 - 2009
Merrill Lynch 1996 - 1998
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts, Economics
Jerry Peters's Merrill Lynch Experience 1995 - 1996
Job Investment Services
Industry Investment Management
Experience
Filament LLC June 2012 - Present
BlackRock 2007 - 2011
Quellos Group, LLC 2001 - 2007
Merrill Lynch Japan, Inc. 1996 - 2001
Merrill Lynch 1995 - 1996
Education
University of Notre Dame 1991 — 1995
BA, Economics, Japanese
Filament LLC June 2012 - Present
BlackRock 2007 - 2011
Quellos Group, LLC 2001 - 2007
Merrill Lynch Japan, Inc. 1996 - 2001
Merrill Lynch 1995 - 1996
Education
University of Notre Dame 1991 — 1995
BA, Economics, Japanese
Barry O'Neall's Merrill Lynch Experience December 2005 - June 2010
Job Vice President, ABL Relationship Manager, Team Lead at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Bank May 2012 - Present
Bank Of America Merrill Lynch June 2010 - May 2012
Merrill Lynch December 2005 - June 2010
CIT July 2002 - December 2005
GE Capital October 2001 - July 2002
Heller Financial July 1989 - October 2001
Deloitte September 1987 - July 1989
Philip Vogel & Co. 1986 - 1987
Skills
Asset Based Lending, Credit, Commercial Lending, Leveraged Finance, Workout, Portfolio Management, Credit Risk, Loans
Education
University of Northern Iowa 1981 — 1985
BA, Accounting
FirstMerit Bank May 2012 - Present
Bank Of America Merrill Lynch June 2010 - May 2012
Merrill Lynch December 2005 - June 2010
CIT July 2002 - December 2005
GE Capital October 2001 - July 2002
Heller Financial July 1989 - October 2001
Deloitte September 1987 - July 1989
Philip Vogel & Co. 1986 - 1987
Skills
Asset Based Lending, Credit, Commercial Lending, Leveraged Finance, Workout, Portfolio Management, Credit Risk, Loans
Education
University of Northern Iowa 1981 — 1985
BA, Accounting
Michael DeNato's Merrill Lynch Experience January 1998 - January 2003
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2012 - Present
JOHN DEERE FINANCIAL (JDF) April 2008 - September 2011
BOB BASKERVILLE (OWNER) 2005 - 2007
Merrill Lynch January 1998 - January 2003
Merrill Lynch January 1996 - January 1998
Consumer Credit Counseling Service January 1995 - January 1996
US Navy January 1988 - January 1990
Skills
Credit Analysis, Business Development, Portfolio Management, Loans, Financial Risk, Management
Education
University of Northern Iowa 1991 — 1995
BA, Finance with emphasis in Real Estate
Wells Fargo Home Mortgage March 2012 - Present
JOHN DEERE FINANCIAL (JDF) April 2008 - September 2011
BOB BASKERVILLE (OWNER) 2005 - 2007
Merrill Lynch January 1998 - January 2003
Merrill Lynch January 1996 - January 1998
Consumer Credit Counseling Service January 1995 - January 1996
US Navy January 1988 - January 1990
Skills
Credit Analysis, Business Development, Portfolio Management, Loans, Financial Risk, Management
Education
University of Northern Iowa 1991 — 1995
BA, Finance with emphasis in Real Estate
Kevin Mollman's Merrill Lynch Experience May 2000 - December 2002
Job Trust Officer at GreatWest Trust Company, LLC
Industry Financial Services
Experience
Great-West Trust Company, LLC January 2010 - Present
Great-West Financial May 2007 - January 2010
Great-West Financial February 2005 - May 2007
Merrill Lynch May 2000 - December 2002
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Qualified Retirement..., Trust Services, Trust, Management, Project Management, Supervisory Skills, Account Management, Workforce Management, Series 26, Series 7
Education
University of Northern Colorado 1995 — 1997
Lakewood High School 1991 — 1995
Great-West Trust Company, LLC January 2010 - Present
Great-West Financial May 2007 - January 2010
Great-West Financial February 2005 - May 2007
Merrill Lynch May 2000 - December 2002
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Qualified Retirement..., Trust Services, Trust, Management, Project Management, Supervisory Skills, Account Management, Workforce Management, Series 26, Series 7
Education
University of Northern Colorado 1995 — 1997
Lakewood High School 1991 — 1995
Casey Newell's Merrill Lynch Experience May 1996 - March 2002
Job Managing Director, Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2002 - Present
Merrill Lynch May 1996 - March 2002
Salomon Brothers August 1988 - April 1996
Deloitte AG August 1986 - July 1988
Skills
Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Finance and Tax
University of Notre Dame 1981 — 1985
BBA, Accounting
Deutsche Bank April 2002 - Present
Merrill Lynch May 1996 - March 2002
Salomon Brothers August 1988 - April 1996
Deloitte AG August 1986 - July 1988
Skills
Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Finance and Tax
University of Notre Dame 1981 — 1985
BBA, Accounting
Lara Tyree's Merrill Lynch Experience July 1993 - February 2009
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Merrill Lynch July 1993 - February 2009
Skills
Customer Service, Employee Benefits, Recruiting, PowerPoint, Microsoft Word, Human Resources, Process Improvement, Microsoft Office, Budgets, Performance Management, Employee Relations, Social Media, Mutual Funds
Education
University of Northern Colorado 1986 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Advisors February 2012 - Present
Merrill Lynch July 1993 - February 2009
Skills
Customer Service, Employee Benefits, Recruiting, PowerPoint, Microsoft Word, Human Resources, Process Improvement, Microsoft Office, Budgets, Performance Management, Employee Relations, Social Media, Mutual Funds
Education
University of Northern Colorado 1986 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michael Cowan's Merrill Lynch Experience 1986 - 2009
Job Retired
Industry Insurance
Experience
Retired EVP and Chief Administrative OfficerAIGJanuary 2010 - January 2015
Merrill Lynch 1986 - 2009
Education
University of Notre Dame 1971 — 1975
BBA, Accounting
Retired EVP and Chief Administrative OfficerAIGJanuary 2010 - January 2015
Merrill Lynch 1986 - 2009
Education
University of Notre Dame 1971 — 1975
BBA, Accounting
Todd McElhiney's Merrill Lynch Experience October 2008 - April 2011
Job Educator
Industry Education Management
Experience
Cougar Run Elementary May 2011 - Present
KinderCare Learning Centers July 2009 - May 2011
Merrill Lynch October 2008 - April 2011
Jefferson County Public Schools August 2005 - June 2008
Ken Caryl Metropolian District June 2000 - August 2005
Jefferson County Public Schools September 2004 - June 2005
University of Northern Colorado September 1999 - January 2004
Children's World Learning Center January 1996 - August 1999
Sam's Club January 1998 - January 1999
Skills
Curriculum Design, Instructional Design, Microsoft Office, Public Speaking, Social Studies, Teaching, Team Leadership, Teamwork, Training, Tutoring, Analysis, Curriculum Development, Staff Development
Education
University of Northern Colorado 1999 — 2004
BA, History/ Secondary Education, Psychology
Cougar Run Elementary May 2011 - Present
KinderCare Learning Centers July 2009 - May 2011
Merrill Lynch October 2008 - April 2011
Jefferson County Public Schools August 2005 - June 2008
Ken Caryl Metropolian District June 2000 - August 2005
Jefferson County Public Schools September 2004 - June 2005
University of Northern Colorado September 1999 - January 2004
Children's World Learning Center January 1996 - August 1999
Sam's Club January 1998 - January 1999
Skills
Curriculum Design, Instructional Design, Microsoft Office, Public Speaking, Social Studies, Teaching, Team Leadership, Teamwork, Training, Tutoring, Analysis, Curriculum Development, Staff Development
Education
University of Northern Colorado 1999 — 2004
BA, History/ Secondary Education, Psychology
Jim Varga's Merrill Lynch Experience January 1991 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 1991 - Present
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Uniform Combined State..., Alternative Investments, Investment Strategies, Series 63, Wealth Management..., Series 65, Mutual Funds, Investments, Investment Management, Strategic Financial..., Asset Management, Equities, FINRA, Financial Planning, Leadership, Series 7, Strategic Planning
Education
University of Notre Dame 1986 — 1990
Bachelor of Arts (B.A.), Government and History
University of Notre Dame 1986 — 1990
Bachelor Of Arts & Letters, Government & History
Merrill Lynch January 1991 - Present
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Uniform Combined State..., Alternative Investments, Investment Strategies, Series 63, Wealth Management..., Series 65, Mutual Funds, Investments, Investment Management, Strategic Financial..., Asset Management, Equities, FINRA, Financial Planning, Leadership, Series 7, Strategic Planning
Education
University of Notre Dame 1986 — 1990
Bachelor of Arts (B.A.), Government and History
University of Notre Dame 1986 — 1990
Bachelor Of Arts & Letters, Government & History
Matt Minney's Merrill Lynch Experience June 1999 - June 2002
Job Account Executive at The Leadership and Learning Center
Industry Education Management
Experience
The Leadership and Learning Center August 2002 - Present
Merrill Lynch June 1999 - June 2002
Education
University of Northern Colorado 1989 — 1993
Bachelor's, Psychology
The Leadership and Learning Center August 2002 - Present
Merrill Lynch June 1999 - June 2002
Education
University of Northern Colorado 1989 — 1993
Bachelor's, Psychology
Margaret Cotter's Merrill Lynch Experience June 2007 - November 2009
Job Vice President Global Banking & Markets
Industry Banking
Experience
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch November 2009 - July 2011
Merrill Lynch June 2007 - November 2009
Ford Motor Company May 2006 - August 2006
Skills
Credit, Financial Modeling, Financial Analysis, Finance, Portfolio Management
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch November 2009 - July 2011
Merrill Lynch June 2007 - November 2009
Ford Motor Company May 2006 - August 2006
Skills
Credit, Financial Modeling, Financial Analysis, Finance, Portfolio Management
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Thomas H. Freeman's Merrill Lynch Experience May 1989 - November 2002
Job Managing Director Wealth Management at UBS
Industry Financial Services
Experience
UBS November 2002 - Present
Merrill Lynch May 1989 - November 2002
Education
University of Notre Dame 1984 — 1989
Masters of Business Administation
UBS November 2002 - Present
Merrill Lynch May 1989 - November 2002
Education
University of Notre Dame 1984 — 1989
Masters of Business Administation
Dan Peltier's Merrill Lynch Experience 1995 - 2008
Job Vice President at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Dain Rauscher November 2008 - Present
Merrill Lynch 1995 - 2008
Texas Rangers and San Francisco Giants 1989 - 1995
Education
University of Notre Dame 1986 — 1990
BA, Accounting
Shenendehowa 1986 — 1987
RBC Dain Rauscher November 2008 - Present
Merrill Lynch 1995 - 2008
Texas Rangers and San Francisco Giants 1989 - 1995
Education
University of Notre Dame 1986 — 1990
BA, Accounting
Shenendehowa 1986 — 1987
Denise Ellison's Merrill Lynch Experience May 2009 - August 2009
Job Investment Banking Analyst J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2010 - Present
Merrill Lynch May 2009 - August 2009
Occidental Petroleum Co May 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
J.P. Morgan May 2010 - Present
Merrill Lynch May 2009 - August 2009
Occidental Petroleum Co May 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Diana Braendly's Merrill Lynch Experience June 1998 - Present
Job Vice President in Application Performance Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1998 - Present
Education
University of Notre Dame 1995 — 1999
BBA, Management of Information Systems, Economics
Merrill Lynch June 1998 - Present
Education
University of Notre Dame 1995 — 1999
BBA, Management of Information Systems, Economics
Jad Dieterle's Merrill Lynch Experience 1991 - 1997
Job Executive Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2003 - Present
Prudential Financial May 1997 - May 2003
Merrill Lynch 1991 - 1997
Education
Wheeling Jesuit University 2001 — 2004
MBA, Business
University of Notre Dame 1986 — 1990
BBA, Finance
UBS Financial Services October 2003 - Present
Prudential Financial May 1997 - May 2003
Merrill Lynch 1991 - 1997
Education
Wheeling Jesuit University 2001 — 2004
MBA, Business
University of Notre Dame 1986 — 1990
BBA, Finance
Edward Stauder's Merrill Lynch Experience August 1981 - April 1986
Job Owner at beatabank.com
Industry Financial Services
Experience
www.beatabank.com February 2015 - Present
discountwarehousexpress February 2014 - Present
Petrone Associates - The Guardian - Park Avenue Securities November 2009 - Present
Equities Trading April 2006 - Present
The Hartford Financial Services Group, Inc. November 1987 - April 2006
Merrill Lynch August 1981 - April 1986
Skills
Finance, Portfolio Management, financial analyst, Wealth Management, Wealth Preservation, Investments, Customer Support, Hedging, Fundamental Analysis, Technical Analysis, Interest Rate Risk..., Preferred Stock, Options Strategies, Covered Calls, Securities, deep in-the-money calls, net credit spreads, stock replacement, Series 6, Series 7, Series 65, Series 63, Disability Insurance, Long-term Care, Employee Benefits, Retirement, 401k, Insurance, IRAs, Selling, Sales Operations, Health Insurance, FINRA, Marketing Communications, Uniform Combined State..., High Net Worth..., Life & Health Insurance..., Mutual Funds, Retirement Planning, Financial Services, Fixed Annuities, Life Insurance, Financial Planning, Leadership, Management, Variable Annuities, Pensions
Education
University of Notre Dame 1978 — 1981
B.A., Economics, Government Studies
www.beatabank.com February 2015 - Present
discountwarehousexpress February 2014 - Present
Petrone Associates - The Guardian - Park Avenue Securities November 2009 - Present
Equities Trading April 2006 - Present
The Hartford Financial Services Group, Inc. November 1987 - April 2006
Merrill Lynch August 1981 - April 1986
Skills
Finance, Portfolio Management, financial analyst, Wealth Management, Wealth Preservation, Investments, Customer Support, Hedging, Fundamental Analysis, Technical Analysis, Interest Rate Risk..., Preferred Stock, Options Strategies, Covered Calls, Securities, deep in-the-money calls, net credit spreads, stock replacement, Series 6, Series 7, Series 65, Series 63, Disability Insurance, Long-term Care, Employee Benefits, Retirement, 401k, Insurance, IRAs, Selling, Sales Operations, Health Insurance, FINRA, Marketing Communications, Uniform Combined State..., High Net Worth..., Life & Health Insurance..., Mutual Funds, Retirement Planning, Financial Services, Fixed Annuities, Life Insurance, Financial Planning, Leadership, Management, Variable Annuities, Pensions
Education
University of Notre Dame 1978 — 1981
B.A., Economics, Government Studies
Zachary Stevenson's Merrill Lynch Experience January 2008 - May 2010
Job Client Experience & Metrics Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Bank of America / Merrill Lynch June 2010 - March 2015
Merrill Lynch January 2008 - May 2010
Merrill Lynch May 2006 - January 2008
University of Northern Colorado 2004 - 2006
Skills
Series 7, FINRA, Financial Services, Risk Management, Customer Service, Microsoft Excel, Management
Education
University of Northern Colorado 2001 — 2006
Bachelor of Science, Business Administration; Marketing
Merrill Edge April 2015 - Present
Bank of America / Merrill Lynch June 2010 - March 2015
Merrill Lynch January 2008 - May 2010
Merrill Lynch May 2006 - January 2008
University of Northern Colorado 2004 - 2006
Skills
Series 7, FINRA, Financial Services, Risk Management, Customer Service, Microsoft Excel, Management
Education
University of Northern Colorado 2001 — 2006
Bachelor of Science, Business Administration; Marketing
Sean Ryker's Merrill Lynch Experience April 2007 - June 2009
Job Director Capital Markets
Industry Financial Services
Experience
Capital One June 2009 - Present
Merrill Lynch April 2007 - June 2009
HSBC January 2005 - April 2007
Deutsche Bank 2004 - 2004
US Navy May 1999 - October 2003
Education
University of Notre Dame
BBA, Accounting
Capital One June 2009 - Present
Merrill Lynch April 2007 - June 2009
HSBC January 2005 - April 2007
Deutsche Bank 2004 - 2004
US Navy May 1999 - October 2003
Education
University of Notre Dame
BBA, Accounting
Steve Svenningsen's Merrill Lynch Experience May 1995 - October 1998
Job Paralegal at Colorado PERA
Industry Investment Management
Experience
Colorado PERA November 1998 - Present
Merrill Lynch May 1995 - October 1998
Skills
Data Entry, Customer Relations, Excel, Microsoft Office, SharePoint, Data Analysis, Time Management, Risk Management, Customer Service, Coaching, System Administration, Microsoft Excel
Education
University of Northern Colorado 1991 — 1995
BA, Criminal Justice
Colorado PERA November 1998 - Present
Merrill Lynch May 1995 - October 1998
Skills
Data Entry, Customer Relations, Excel, Microsoft Office, SharePoint, Data Analysis, Time Management, Risk Management, Customer Service, Coaching, System Administration, Microsoft Excel
Education
University of Northern Colorado 1991 — 1995
BA, Criminal Justice
Lamar Guillory's Merrill Lynch Experience August 2007 - December 2009
Job Business Consultant
Industry Management Consulting
Experience
Corporate Performance Group June 2010 - March 2013
Merrill Lynch August 2007 - December 2009
Greenwood Community Development Corporation September 2002 - August 2007
Williams Energy October 2000 - September 2002
The F&M Bank & Trust Company November 1997 - October 2000
Amoco Corporation June 1997 - November 1997
First Chicago-NBD Corporation June 1994 - June 1997
Skills
Change Management, Management Consulting
Education
University of Notre Dame 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Corporate Performance Group June 2010 - March 2013
Merrill Lynch August 2007 - December 2009
Greenwood Community Development Corporation September 2002 - August 2007
Williams Energy October 2000 - September 2002
The F&M Bank & Trust Company November 1997 - October 2000
Amoco Corporation June 1997 - November 1997
First Chicago-NBD Corporation June 1994 - June 1997
Skills
Change Management, Management Consulting
Education
University of Notre Dame 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Timothy Joseph Pepper's Merrill Lynch Experience February 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch November 2010 - July 2012
Wells Fargo January 2007 - January 2010
Charles Schwab 1998 - 1999
Skills
Series 7, Series 63, Series 65, Investment Strategies, Non-profits, Public Speaking, Fundraising, Securities, Strategic Financial..., Investments, Retirement Planning, Policy, Wealth Management, Financial Services, Mutual Funds, Insurance, Retirement, Financial Advisory, Social Media, Asset Managment, 401k, Financial Analysis, Series 6
Education
University of Notre Dame
Bachelor of Business Administration, Finance, General
Merrill Lynch February 2013 - Present
Merrill Lynch November 2010 - July 2012
Wells Fargo January 2007 - January 2010
Charles Schwab 1998 - 1999
Skills
Series 7, Series 63, Series 65, Investment Strategies, Non-profits, Public Speaking, Fundraising, Securities, Strategic Financial..., Investments, Retirement Planning, Policy, Wealth Management, Financial Services, Mutual Funds, Insurance, Retirement, Financial Advisory, Social Media, Asset Managment, 401k, Financial Analysis, Series 6
Education
University of Notre Dame
Bachelor of Business Administration, Finance, General
Maria Csencsitz's Merrill Lynch Experience December 2010 - Present
Job AVP, Internal Retirement Plan Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
Merrill Lynch July 2007 - December 2010
Merrill Lynch November 2005 - July 2007
Merrill Lynch July 2004 - November 2005
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 24
Education
University of Notre Dame 2000 — 2004
Bachelor of Business Administration, Finance
Merrill Lynch December 2010 - Present
Merrill Lynch July 2007 - December 2010
Merrill Lynch November 2005 - July 2007
Merrill Lynch July 2004 - November 2005
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 24
Education
University of Notre Dame 2000 — 2004
Bachelor of Business Administration, Finance
Victor Panos's Merrill Lynch Experience August 2012 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
United States Navy July 2010 - October 2012
Skills
Navy, Cross-functional Team..., Program Management, Project Implementation, Military Operations, Financial Analysis, Leadership, Operational Planning, Operations Management, Management
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Notre Dame 2001 — 2005
B.A Economics, Economics
CFA Institute
Passed Level 2 of the CFA Program
Merrill Lynch August 2012 - Present
United States Navy July 2010 - October 2012
Skills
Navy, Cross-functional Team..., Program Management, Project Implementation, Military Operations, Financial Analysis, Leadership, Operational Planning, Operations Management, Management
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Notre Dame 2001 — 2005
B.A Economics, Economics
CFA Institute
Passed Level 2 of the CFA Program
Bill Georgen's Merrill Lynch Experience July 1989 - July 2007
Job Senior Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS July 2007 - Present
Merrill Lynch July 1989 - July 2007
Education
University of Notre Dame 1985 — 1989
Business, Finance
Delbarton School 1979 — 1985
UBS July 2007 - Present
Merrill Lynch July 1989 - July 2007
Education
University of Notre Dame 1985 — 1989
Business, Finance
Delbarton School 1979 — 1985
Jay Curley's Merrill Lynch Experience 1998 - Present
Job Retired at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1998 - Present
Merrill Lynch 1988 - 1998
Education
University of Notre Dame 1949 — 1953
Bachelor of Arts (B.A.), Economics
Brunswick School 1942 — 1949
Merrill Lynch 1998 - Present
Merrill Lynch 1988 - 1998
Education
University of Notre Dame 1949 — 1953
Bachelor of Arts (B.A.), Economics
Brunswick School 1942 — 1949
Michael McEvilly's Merrill Lynch Experience July 1995 - November 2008
Job VP Business Development at ESRT Co., Inc.
Industry Financial Services
Experience
ESRT Co., Inc. July 2013 - Present
Carrick Asset Management, LLC January 2013 - Present
Tandem Global Partners, LLC September 2009 - March 2012
Merrill Lynch July 1995 - November 2008
Skills
Investments, Portfolio Management, Retirement, Asset Management, Financial Analysis, Risk Management, Securities, Loans, Credit, Hedge Funds, Fixed Income, Capital Markets, Series 7
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Japanese Studies
ESRT Co., Inc. July 2013 - Present
Carrick Asset Management, LLC January 2013 - Present
Tandem Global Partners, LLC September 2009 - March 2012
Merrill Lynch July 1995 - November 2008
Skills
Investments, Portfolio Management, Retirement, Asset Management, Financial Analysis, Risk Management, Securities, Loans, Credit, Hedge Funds, Fixed Income, Capital Markets, Series 7
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Japanese Studies
Daniel Pace's Merrill Lynch Experience September 1993 - January 2008
Job Partner, COO Zucker's Holdings, LLC
Industry Food & Beverages
Experience
Zucker's Holdings, LLC March 2012 - Present
DAP Ventures, LLC January 2009 - December 2011
Merrill Lynch September 1993 - January 2008
Deloitte September 1983 - August 1993
Skills
Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Private Equity, Alternative Investments, Valuation, Due Diligence, Securities, Investments, Structured Finance, Strategic Financial..., Venture Capital, Investment Management, Financial Services, Financial Analysis, Risk Management, Emerging Markets, Trading, Asset Management, Financial Structuring, Financial Risk, Finance
Education
University of Notre Dame 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
Zucker's Holdings, LLC March 2012 - Present
DAP Ventures, LLC January 2009 - December 2011
Merrill Lynch September 1993 - January 2008
Deloitte September 1983 - August 1993
Skills
Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Private Equity, Alternative Investments, Valuation, Due Diligence, Securities, Investments, Structured Finance, Strategic Financial..., Venture Capital, Investment Management, Financial Services, Financial Analysis, Risk Management, Emerging Markets, Trading, Asset Management, Financial Structuring, Financial Risk, Finance
Education
University of Notre Dame 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
Marc Sellers, CFM, ChFC's Merrill Lynch Experience 1991 - 2010
Job Financial Advisor at Raymond james Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Inc. Financial AdvisorRaymond James Financial Inc.Financial AdvisorRaymond james Financial Services, Inc. Member FINRA/SIPC2010 - Present
Merrill Lynch 1991 - 2010
Skills
Retirement Planning
Education
University of Northern Colorado
Raymond James Financial Inc. Financial AdvisorRaymond James Financial Inc.Financial AdvisorRaymond james Financial Services, Inc. Member FINRA/SIPC2010 - Present
Merrill Lynch 1991 - 2010
Skills
Retirement Planning
Education
University of Northern Colorado
Andrew Paisley's Merrill Lynch Experience May 2014 - August 2014
Job Assistant Portfolio Manager
Industry Financial Services
Experience
Veritable, LP April 2015 - Present
Merrill Lynch May 2014 - August 2014
Amazon.com June 2013 - December 2013
Cafe Commons January 2012 - December 2013
adidas group May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Management, Teamwork, Research, Outlook, Financial Modeling, Finance, Financial Analysis, Access
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor's Degree, Finance
Veritable, LP April 2015 - Present
Merrill Lynch May 2014 - August 2014
Amazon.com June 2013 - December 2013
Cafe Commons January 2012 - December 2013
adidas group May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Management, Teamwork, Research, Outlook, Financial Modeling, Finance, Financial Analysis, Access
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor's Degree, Finance
Maura Miller's Merrill Lynch Experience February 2000 - September 2003
Job DirectorEquities Compliance at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2003 - Present
Merrill Lynch February 2000 - September 2003
Education
University of Notre Dame
Credit Suisse September 2003 - Present
Merrill Lynch February 2000 - September 2003
Education
University of Notre Dame
Bobby Huffman's Merrill Lynch Experience March 2013 - Present
Job High Yield Credit Trader at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Merrill Lynch July 2012 - March 2013
Merrill Lynch June 2011 - August 2011
Skills
Market Research, Finance, Trading, Microsoft Excel, Financial Modeling, Data Analysis, Energy Markets
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch March 2013 - Present
Merrill Lynch July 2012 - March 2013
Merrill Lynch June 2011 - August 2011
Skills
Market Research, Finance, Trading, Microsoft Excel, Financial Modeling, Data Analysis, Energy Markets
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Denise Klemer's Merrill Lynch Experience December 1997 - March 2013
Job Retirement Representative at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2014 - Present
Merrill Lynch December 1997 - March 2013
Merrill Lynch May 1992 - December 1997
Merrill Lynch February 1990 - May 1992
Skills
Employee Benefits, Retirement Planning, Retirement, Customer Service, Account Reconciliation, 401k, Series 63
Education
University of Northern Colorado 1976 — 1978
Elementary Education and Teaching
Lakewood Senior High School 1973 — 1976
EMPOWER Retirement February 2014 - Present
Merrill Lynch December 1997 - March 2013
Merrill Lynch May 1992 - December 1997
Merrill Lynch February 1990 - May 1992
Skills
Employee Benefits, Retirement Planning, Retirement, Customer Service, Account Reconciliation, 401k, Series 63
Education
University of Northern Colorado 1976 — 1978
Elementary Education and Teaching
Lakewood Senior High School 1973 — 1976
Angela Ogbolu's Merrill Lynch Experience May 2001 - August 2003
Job Social Entrepreneur
Industry Primary/Secondary Education
Experience
Smart Kids Club August 2010 - Present
Kitu Kizuri Magazine June 2005 - August 2009
Merrill Lynch May 2001 - August 2003
SEI July 1998 - September 2000
Skills
Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Advertising, Marketing Strategy, Policy, Social Emotional..., Progressive Education, Inquiry-based Learning, Parent-Teacher..., Reading Workshop, Management, Fundraising, Leadership
Education
University of Notre Dame - Mendoza College of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Kianda School Nairobi Kenya 1990 — 1993
Msongari 1982 — 1989
Smart Kids Club August 2010 - Present
Kitu Kizuri Magazine June 2005 - August 2009
Merrill Lynch May 2001 - August 2003
SEI July 1998 - September 2000
Skills
Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Advertising, Marketing Strategy, Policy, Social Emotional..., Progressive Education, Inquiry-based Learning, Parent-Teacher..., Reading Workshop, Management, Fundraising, Leadership
Education
University of Notre Dame - Mendoza College of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Kianda School Nairobi Kenya 1990 — 1993
Msongari 1982 — 1989
Shane Steinberg's Merrill Lynch Experience July 2010 - August 2010
Job Equity Invesment Associate Analyst TMT
Industry Financial Services
Experience
T. Rowe Price April 2014 - Present
Credit Suisse 2012 - April 2014
Credit Suisse June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
CNET June 2009 - August 2009
Skills
Equities, Economics, Microsoft Excel, Qualitative Research, Writing, Bloomberg, PowerPoint, Journalism, Financial Analysis, Financial Modeling, Accounting, Quantitative Research, Hedge Funds, Asset Management, Portfolio Management, Equity Research
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.6
University of Notre Dame 2010 — 2010
Business and Culture in China Study Abroad Program - Shanghai, Beijing, Hong Kong, Taipei
Bronx High School of Science 2004 — 2008
High School Diploma
T. Rowe Price April 2014 - Present
Credit Suisse 2012 - April 2014
Credit Suisse June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
CNET June 2009 - August 2009
Skills
Equities, Economics, Microsoft Excel, Qualitative Research, Writing, Bloomberg, PowerPoint, Journalism, Financial Analysis, Financial Modeling, Accounting, Quantitative Research, Hedge Funds, Asset Management, Portfolio Management, Equity Research
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.6
University of Notre Dame 2010 — 2010
Business and Culture in China Study Abroad Program - Shanghai, Beijing, Hong Kong, Taipei
Bronx High School of Science 2004 — 2008
High School Diploma
Chris Bury's Merrill Lynch Experience July 1995 - November 2008
Job Managing Director at Jefferies
Industry Investment Banking
Experience
Jefferies January 2009 - Present
Merrill Lynch July 1995 - November 2008
Skills
Fixed Income, Capital Markets, Strategic Planning, Investments, Trading, Derivatives, Financial Modeling, Bloomberg
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Jefferies January 2009 - Present
Merrill Lynch July 1995 - November 2008
Skills
Fixed Income, Capital Markets, Strategic Planning, Investments, Trading, Derivatives, Financial Modeling, Bloomberg
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank