Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Mark Council Jr. Mark Council Jr.'s Merrill Lynch Experience December 2013 - June 2015
Job Client Service Representative at Merrill Lynch
Industry Security and Investigations
Experience
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch December 2013 - June 2015
ADT January 2009 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Mastermind Groups, Microsoft Word, Customer Service, 10 Key
Education
University of Phoenix 2013 — 2016
Bachelor's Degree, business & finance
Terry Parker High School 2004 — 2008
High School Diploma
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch December 2013 - June 2015
ADT January 2009 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Mastermind Groups, Microsoft Word, Customer Service, 10 Key
Education
University of Phoenix 2013 — 2016
Bachelor's Degree, business & finance
Terry Parker High School 2004 — 2008
High School Diploma
Emelia DiBello Emelia DiBello's Merrill Lynch Experience August 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch May 2015 - Present
University of Pittsburgh August 2013 - Present
Mr Smalls Inc. September 2014 - December 2014
Chi Omega Sorority January 2014 - April 2014
14kt Gold Outlet January 2012 - August 2013
Skills
Paciolan, CRM, Ticket Sales, Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Advertising, Marketing Communications, Marketing, Research, Social Networking, Facebook, Management
Education
University of Pittsburgh 2012 — 2016
Marketing and Finance
CAPA International Education
Finance, Marketing
Merrill Lynch August 2015 - Present
Merrill Lynch May 2015 - Present
University of Pittsburgh August 2013 - Present
Mr Smalls Inc. September 2014 - December 2014
Chi Omega Sorority January 2014 - April 2014
14kt Gold Outlet January 2012 - August 2013
Skills
Paciolan, CRM, Ticket Sales, Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Advertising, Marketing Communications, Marketing, Research, Social Networking, Facebook, Management
Education
University of Pittsburgh 2012 — 2016
Marketing and Finance
CAPA International Education
Finance, Marketing
Keith Huebner Keith Huebner's Merrill Lynch Experience September 2011 - November 2013
Job Investment Consultant at Merrill Edge
Industry Investment Management
Experience
Merrill Edge November 2014 - Present
Merrill Edge November 2013 - November 2014
Merrill Lynch September 2011 - November 2013
Bank of America Merrill Lynch June 2010 - September 2011
UPS March 2007 - June 2010
Skills
Series 7, Personal Finance, Investment Advisory, Operations Management, Equities, Mutual Funds, Bonds, Company Profiling, Banking, Customer Service, Investments, Relationship Management, Series 66
Education
University of Phoenix 2011 — 2015
Bachelor of Science (BS), Global management
Merrill Edge November 2014 - Present
Merrill Edge November 2013 - November 2014
Merrill Lynch September 2011 - November 2013
Bank of America Merrill Lynch June 2010 - September 2011
UPS March 2007 - June 2010
Skills
Series 7, Personal Finance, Investment Advisory, Operations Management, Equities, Mutual Funds, Bonds, Company Profiling, Banking, Customer Service, Investments, Relationship Management, Series 66
Education
University of Phoenix 2011 — 2015
Bachelor of Science (BS), Global management
Heidy Estrada Heidy Estrada's Merrill Lynch Experience August 2000 - August 2002
Job Compensation & Benefits Specialist at Del Monte Fresh Produce N.A., Inc
Industry Food & Beverages
Experience
Del Monte Fresh Produce N.A., Inc April 2005 - Present
ACS State & Local Solutions August 2002 - April 2005
Merrill Lynch August 2000 - August 2002
Skills
Administrative..., Office Management, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Human Resources, Deferred Compensation, Management, Employee Relations, Employee Benefits
Education
University of Phoenix 2010 — 2012
Associate of Arts (AA)
Del Monte Fresh Produce N.A., Inc April 2005 - Present
ACS State & Local Solutions August 2002 - April 2005
Merrill Lynch August 2000 - August 2002
Skills
Administrative..., Office Management, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Human Resources, Deferred Compensation, Management, Employee Relations, Employee Benefits
Education
University of Phoenix 2010 — 2012
Associate of Arts (AA)
Latonia Rucker Latonia Rucker's Merrill Lynch Experience June 2011 - Present
Job Director's Assistant at Merrill Lynch Newport Beach Complex
Industry Building Materials
Experience
Merrill Lynch June 2011 - Present
Crown Bolt December 2008 - January 2011
HD Supply 2008 - 2011
The Irvine Company October 2006 - January 2009
Irvine Company October 2006 - January 2009
Skills
Business Correspondence, Office Management, Administrative..., Budgets, Logistics, Recruiting, Account Management, Human Resources, Program Management, Event Management, Microsoft Excel, SAP, Event Planning, Administrative..., Project Planning, Leadership, Process Scheduler, Training, Spreadsheets, Contract Negotiation, Contract Management, Management, Team Building, Customer Service, Marketing, Calendaring, Project Management, Sales
Education
University of Phoenix
Business
Merrill Lynch June 2011 - Present
Crown Bolt December 2008 - January 2011
HD Supply 2008 - 2011
The Irvine Company October 2006 - January 2009
Irvine Company October 2006 - January 2009
Skills
Business Correspondence, Office Management, Administrative..., Budgets, Logistics, Recruiting, Account Management, Human Resources, Program Management, Event Management, Microsoft Excel, SAP, Event Planning, Administrative..., Project Planning, Leadership, Process Scheduler, Training, Spreadsheets, Contract Negotiation, Contract Management, Management, Team Building, Customer Service, Marketing, Calendaring, Project Management, Sales
Education
University of Phoenix
Business
Josh Silverman Josh Silverman's Merrill Lynch Experience August 2003 - June 2006
Job Chief Executive Officer
Industry Financial Services
Experience
Jericho, Inc. June 2011 - Present
Lowcountry Angel Network February 2015 - Present
Redux Contemporary Art Center 2009 - 2012
Northwestern Mutual January 2009 - May 2011
Silverman Strategies June 2006 - January 2009
Merrill Lynch August 2003 - June 2006
Northwestern Mutual August 2001 - August 2003
Skills
Wealth Management, Socially Responsible..., Strategic Financial..., Estate Planning, Investments, Fundraising, Asset Managment, Real Estate, Business Development, Portfolio Management, Entrepreneurship, Risk Management, Asset Management, Finance, Leadership, Start-ups, Financial Planning, Management
Education
Williams College 1996 — 1998
Master's Degree
University of Pittsburgh 1992 — 1995
Dual Major
Jericho, Inc. June 2011 - Present
Lowcountry Angel Network February 2015 - Present
Redux Contemporary Art Center 2009 - 2012
Northwestern Mutual January 2009 - May 2011
Silverman Strategies June 2006 - January 2009
Merrill Lynch August 2003 - June 2006
Northwestern Mutual August 2001 - August 2003
Skills
Wealth Management, Socially Responsible..., Strategic Financial..., Estate Planning, Investments, Fundraising, Asset Managment, Real Estate, Business Development, Portfolio Management, Entrepreneurship, Risk Management, Asset Management, Finance, Leadership, Start-ups, Financial Planning, Management
Education
Williams College 1996 — 1998
Master's Degree
University of Pittsburgh 1992 — 1995
Dual Major
Frank Munoz Frank Munoz's Merrill Lynch Experience 2005 - 2008
Job International Business Risk & Control Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Wachovia Securities 1999 - 2005
Skills
Domestic and..., Risk and Compliance..., P&L Management, Building Dynamic Teams, Recruiting and..., Operations Management, Relationship Management, Global Management, Business Analysis, Business Strategy, Business Development
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors January 2015 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Wachovia Securities 1999 - 2005
Skills
Domestic and..., Risk and Compliance..., P&L Management, Building Dynamic Teams, Recruiting and..., Operations Management, Relationship Management, Global Management, Business Analysis, Business Strategy, Business Development
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Hanna Scherer Bustos's Merrill Lynch Experience 2011 - 2013
Job Sr. Executive Assistant
Industry Financial Services
Experience
Brightstar July 2013 - Present
Merrill Lynch 2011 - 2013
Wells Fargo Advisors 2008 - 2011
KVH Architects October 2005 - June 2007
Claire's Boutique December 2003 - January 2004
Skills
Administrative..., Office Administration, Executive..., Professional Experience, Spanish, Access, Management, PowerPoint, Microsoft Office, Financial Analysis, Office Management, Customer Service, Finance, Sales, Microsoft Word, Project Management, Proposal Writing
Education
University of Phoenix 2012 — 2014
Associate of Arts and Sciences (A.A.S.)
Felix Varela Senior High School 2001 — 2005
St. John Neumann
Brightstar July 2013 - Present
Merrill Lynch 2011 - 2013
Wells Fargo Advisors 2008 - 2011
KVH Architects October 2005 - June 2007
Claire's Boutique December 2003 - January 2004
Skills
Administrative..., Office Administration, Executive..., Professional Experience, Spanish, Access, Management, PowerPoint, Microsoft Office, Financial Analysis, Office Management, Customer Service, Finance, Sales, Microsoft Word, Project Management, Proposal Writing
Education
University of Phoenix 2012 — 2014
Associate of Arts and Sciences (A.A.S.)
Felix Varela Senior High School 2001 — 2005
St. John Neumann
Manlika Covin's Merrill Lynch Experience September 1995 - 2001
Job ESE Bus Router, Transportatiopn, Duval County Public Schools
Industry Education Management
Experience
Duval County Public Schools August 2006 - Present
Nemours October 2001 - June 2006
Merrill Lynch September 1995 - 2001
US Army August 1987 - 1995
Skills
Teaching, Curriculum Design, Curriculum Development, Staff Development, Educational Leadership, Tutoring, Higher Education, Classroom, Educational Technology, Public Speaking, Lesson Planning, Classroom Management, Teacher Training, Elementary Education, Research, Community Outreach, Special Education, K-12, Instructional Design
Education
University of Phoenix 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Edward H. White High 1984 — 1987
High Graduate Class of 1987
Duval County Public Schools August 2006 - Present
Nemours October 2001 - June 2006
Merrill Lynch September 1995 - 2001
US Army August 1987 - 1995
Skills
Teaching, Curriculum Design, Curriculum Development, Staff Development, Educational Leadership, Tutoring, Higher Education, Classroom, Educational Technology, Public Speaking, Lesson Planning, Classroom Management, Teacher Training, Elementary Education, Research, Community Outreach, Special Education, K-12, Instructional Design
Education
University of Phoenix 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Edward H. White High 1984 — 1987
High Graduate Class of 1987
Dale Fielder Dale Fielder's Merrill Lynch Experience October 1987 - March 1988
Job AP / Payroll Specialist at Aurora Behavioral Health System
Industry Accounting
Experience
Aurora Behavioral Health System April 2014 - Present
Clarion Jazz January 1983 - Present
Homes for Life Foundation November 2008 - April 2014
Westfield May 2008 - September 2008
JM-SA Logistics Consultants, Inc. October 2006 - May 2008
KB Home September 1999 - September 2006
Network Temporary Services, Inc. January 1990 - July 1999
Westmont Securities Corporation June 1988 - December 1989
Merrill Lynch October 1987 - March 1988
BNY Mellon March 1987 - September 1987
Skills
Accufund, Sage Business Works, JD Edwards, JDE Enterprise One, QuickBooks, Mac OS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Customer Service, Music, Accounting, General Ledger, Concerts, Nonprofits, Entertainment, Composition, Data Entry, Band, Budgets, Recording, Music Theory, Pianist, Time Management, Music Education, Piano, Musicians, Music Publishing, Orchestral Music, Vocalist, Record Labels, Music Licensing, Festivals, Performing Arts, Music Industry, Musical Theatre, Singing, Improvisation, Logic Pro, Songwriting, Keyboards, Jazz, Music Production, Classical, Guitar
Education
University of Pittsburgh 1974 — 1977
Ethnomusicology, Musicology and Ethnomusicology
Lincoln High School 1969 — 1974
Aurora Behavioral Health System April 2014 - Present
Clarion Jazz January 1983 - Present
Homes for Life Foundation November 2008 - April 2014
Westfield May 2008 - September 2008
JM-SA Logistics Consultants, Inc. October 2006 - May 2008
KB Home September 1999 - September 2006
Network Temporary Services, Inc. January 1990 - July 1999
Westmont Securities Corporation June 1988 - December 1989
Merrill Lynch October 1987 - March 1988
BNY Mellon March 1987 - September 1987
Skills
Accufund, Sage Business Works, JD Edwards, JDE Enterprise One, QuickBooks, Mac OS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Customer Service, Music, Accounting, General Ledger, Concerts, Nonprofits, Entertainment, Composition, Data Entry, Band, Budgets, Recording, Music Theory, Pianist, Time Management, Music Education, Piano, Musicians, Music Publishing, Orchestral Music, Vocalist, Record Labels, Music Licensing, Festivals, Performing Arts, Music Industry, Musical Theatre, Singing, Improvisation, Logic Pro, Songwriting, Keyboards, Jazz, Music Production, Classical, Guitar
Education
University of Pittsburgh 1974 — 1977
Ethnomusicology, Musicology and Ethnomusicology
Lincoln High School 1969 — 1974
Brian Lunceford's Merrill Lynch Experience September 1999 - May 2007
Job First Vice President, Associate Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2014 - Present
Wells Fargo Advisors, LLC May 2007 - March 2014
Merrill Lynch September 1999 - May 2007
Dean Witter Reynolds Inc. November 1998 - September 1999
Education
University of Pittsburgh 1988 — 1992
Wells Fargo Advisors, LLC March 2014 - Present
Wells Fargo Advisors, LLC May 2007 - March 2014
Merrill Lynch September 1999 - May 2007
Dean Witter Reynolds Inc. November 1998 - September 1999
Education
University of Pittsburgh 1988 — 1992
Caroline Hooper's Merrill Lynch Experience September 2012 - December 2012
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - April 2015
Wells Fargo May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
PNC June 2012 - August 2012
Institute for Entrepreneurial Excellence September 2011 - April 2012
Skills
Microsoft Excel, Marketing, Financial Modeling, Financial Analysis
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics, Certificate in Leadership and Ethics
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - April 2015
Wells Fargo May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
PNC June 2012 - August 2012
Institute for Entrepreneurial Excellence September 2011 - April 2012
Skills
Microsoft Excel, Marketing, Financial Modeling, Financial Analysis
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics, Certificate in Leadership and Ethics
Stacey Freihofer Stacey Freihofer's Merrill Lynch Experience 2005 - 2005
Job POS Training at Snead Island Gourmet
Industry Executive Office
Experience
Snead Island Gourmet June 2015 - Present
Belly Busters December 2014 - April 2015
Bacheclor Bills Good Time Grill January 2014 - October 2014
River Wilderness Golf and Country Club January 2012 - January 2014
United States Census Bureau 2009 - 2010
Central Credit Services, Inc. 2005 - 2006
Merrill Lynch 2005 - 2005
United States Air Force 2001 - 2004
United States Air Force 1997 - 2001
Skills
Microsoft Excel, Customer Service, Microsoft Office, Administrative..., Data Entry, PowerPoint, Research, Time Management, Event Planning, Restaurant Management, Catering
Education
University of Phoenix 2010 — 2015
Bachelor of Science, Business Administration and Management, General
United States Air Force 1997 — 1997
Lackland AFB, Basic Training
United States Air Force 1997 — 1997
Keesler AFB, Information Management Apprentice
Snead Island Gourmet June 2015 - Present
Belly Busters December 2014 - April 2015
Bacheclor Bills Good Time Grill January 2014 - October 2014
River Wilderness Golf and Country Club January 2012 - January 2014
United States Census Bureau 2009 - 2010
Central Credit Services, Inc. 2005 - 2006
Merrill Lynch 2005 - 2005
United States Air Force 2001 - 2004
United States Air Force 1997 - 2001
Skills
Microsoft Excel, Customer Service, Microsoft Office, Administrative..., Data Entry, PowerPoint, Research, Time Management, Event Planning, Restaurant Management, Catering
Education
University of Phoenix 2010 — 2015
Bachelor of Science, Business Administration and Management, General
United States Air Force 1997 — 1997
Lackland AFB, Basic Training
United States Air Force 1997 — 1997
Keesler AFB, Information Management Apprentice
Alisa Sarkisian Alisa Sarkisian's Merrill Lynch Experience October 2013 - December 2013
Job Physician Liaison at Prime MSO
Industry Financial Services
Experience
Clifford Swan Investment Counsel April 2014 - January 2015
Merrill Lynch October 2013 - December 2013
Capital Group January 2008 - October 2013
Wells Fargo November 2006 - September 2007
Wells Fargo Bank November 2005 - November 2006
Wells Fargo Bank April 2001 - April 2004
Skills
Investments, Mutual Funds, Finance, Management, Sales, Auditing, Asset Allocation, Training, Selling, Financial Statements, Financial Accounting, Credit Cards, Equities, Sales Management, Accounting, Asset Management, Financial Analysis, Credit, Bloomberg, Fixed Income, Wealth Management, Investment Strategies, Executive Level..., Event Planning
Education
Woodbury University 2014 — 2015
Master of Arts (M.A.), Organizational Leadership
University of Phoenix 2005 — 2009
Bachelor of Science, Business Management
Clifford Swan Investment Counsel April 2014 - January 2015
Merrill Lynch October 2013 - December 2013
Capital Group January 2008 - October 2013
Wells Fargo November 2006 - September 2007
Wells Fargo Bank November 2005 - November 2006
Wells Fargo Bank April 2001 - April 2004
Skills
Investments, Mutual Funds, Finance, Management, Sales, Auditing, Asset Allocation, Training, Selling, Financial Statements, Financial Accounting, Credit Cards, Equities, Sales Management, Accounting, Asset Management, Financial Analysis, Credit, Bloomberg, Fixed Income, Wealth Management, Investment Strategies, Executive Level..., Event Planning
Education
Woodbury University 2014 — 2015
Master of Arts (M.A.), Organizational Leadership
University of Phoenix 2005 — 2009
Bachelor of Science, Business Management
david baldry david baldry's Merrill Lynch Experience December 2014 - Present
Job GWIM Operations Supervisor at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch June 2010 - December 2014
Bank of America September 2009 - June 2010
CitiFinancial Mortgage Inc. May 2008 - September 2009
Education
University of Phoenix 2014 — 2016
Financial Planning and Services
Mountain Pointe High School 2002 — 2006
Diploma, General
Merrill Lynch December 2014 - Present
Bank of America Merrill Lynch June 2010 - December 2014
Bank of America September 2009 - June 2010
CitiFinancial Mortgage Inc. May 2008 - September 2009
Education
University of Phoenix 2014 — 2016
Financial Planning and Services
Mountain Pointe High School 2002 — 2006
Diploma, General
Maurice Marsh Maurice Marsh's Merrill Lynch Experience 1986 - 1998
Job IT Leader at Raymond James
Industry Information Technology and Services
Experience
Raymond James August 2008 - Present
HSN February 2006 - August 2008
H. Lee Moffitt Cancer Center February 2004 - February 2006
HSBC 2000 - 2004
Imagine Software 1998 - 2000
Merrill Lynch 1986 - 1998
Skills
Healthcare Industry, Financial Services, Retail, Vendor Management, SDLC, Program Management, PMP, Management, Leadership, IT Strategy, Disaster Recovery, IT Management, ITIL, Information Technology, IT Operations, PMO, Business Process, System Deployment, Systems Analysis, Infrastructure, IT Service Management, Change Management, Project Management, Project Delivery, Data Center, Databases, Agile Methodologies
Education
University of South Florida 2011 — 2013
MBA, Specializations in Information Technology and Entrepreneurship
University of Phoenix 2008 — 2011
BSIT, Information Technology
Raymond James August 2008 - Present
HSN February 2006 - August 2008
H. Lee Moffitt Cancer Center February 2004 - February 2006
HSBC 2000 - 2004
Imagine Software 1998 - 2000
Merrill Lynch 1986 - 1998
Skills
Healthcare Industry, Financial Services, Retail, Vendor Management, SDLC, Program Management, PMP, Management, Leadership, IT Strategy, Disaster Recovery, IT Management, ITIL, Information Technology, IT Operations, PMO, Business Process, System Deployment, Systems Analysis, Infrastructure, IT Service Management, Change Management, Project Management, Project Delivery, Data Center, Databases, Agile Methodologies
Education
University of South Florida 2011 — 2013
MBA, Specializations in Information Technology and Entrepreneurship
University of Phoenix 2008 — 2011
BSIT, Information Technology
Joe Leone Joe Leone's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch July 2011 - Present
C joe mow landscaping April 2003 - May 2013
Skills
Organizational..., Direct Sales, Team Leadership
Education
University of Phoenix-Metro Detroit Campus 2006 — 2009
B.S., Business managment
Merrill Lynch July 2011 - Present
C joe mow landscaping April 2003 - May 2013
Skills
Organizational..., Direct Sales, Team Leadership
Education
University of Phoenix-Metro Detroit Campus 2006 — 2009
B.S., Business managment
Hank Potosnak Hank Potosnak's Merrill Lynch Experience October 2014 - November 2014
Job Student at the University of Pittsburgh
Industry Computer Software
Experience
University of Pittsburgh August 2013 - Present
Carnegie Mellon University 2012 - Present
Merrill Lynch October 2014 - November 2014
Dean Honda Dealership 2012 - July 2014
Skills
Java Application..., SQL, C++, JavaScript, HTML, Software Development, C, XML, Linux, MySQL, Microsoft Office
Education
University of Pittsburgh 2013 — 2017
University of Pittsburgh August 2013 - Present
Carnegie Mellon University 2012 - Present
Merrill Lynch October 2014 - November 2014
Dean Honda Dealership 2012 - July 2014
Skills
Java Application..., SQL, C++, JavaScript, HTML, Software Development, C, XML, Linux, MySQL, Microsoft Office
Education
University of Pittsburgh 2013 — 2017
Jay DeDomenico Jay DeDomenico's Merrill Lynch Experience January 2009 - November 2010
Job SVP Business Control Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
Bank of America January 2011 - February 2012
Bank of America / Merrill Lynch October 2008 - January 2011
Merrill Lynch January 2009 - November 2010
Merrill Lynch January 2007 - October 2008
Merrill Lynch January 2007 - October 2008
Merrill Lynch June 2004 - January 2007
Skills
Risk Management, Banking, Process Improvement, Portfolio Management, Vendor Management, Six Sigma, Financial Risk, Business Analysis, Financial Analysis, Relationship Management, Change Management, Financial Services, Project Management, Business Development, Management, Business Process, Product Management, PMO
Education
University of Phoenix
BS, Finance/Business Administration
Bank of America February 2012 - Present
Bank of America January 2011 - February 2012
Bank of America / Merrill Lynch October 2008 - January 2011
Merrill Lynch January 2009 - November 2010
Merrill Lynch January 2007 - October 2008
Merrill Lynch January 2007 - October 2008
Merrill Lynch June 2004 - January 2007
Skills
Risk Management, Banking, Process Improvement, Portfolio Management, Vendor Management, Six Sigma, Financial Risk, Business Analysis, Financial Analysis, Relationship Management, Change Management, Financial Services, Project Management, Business Development, Management, Business Process, Product Management, PMO
Education
University of Phoenix
BS, Finance/Business Administration
Ben Agostino Ben Agostino's Merrill Lynch Experience 2000 - 2002
Job Agostino Financial Management Financial Advisor
Industry Financial Services
Experience
Agostino Financial Management June 2014 - Present
Susquehanna Wealth Strategies 2008 - August 2013
Susquehanna Wealth Strategies 2005 - August 2013
Wachovia 2003 - 2005
Merrill Lynch 2000 - 2002
Conseco Securities / Bankers Life & Casualty 1999 - 2000
Skills
Retirement Planning, Investments, Social Security Income..., Wealth Management, Financial Planning, Financial Services, Income Planning, Insurance, Income Protection, Long Term Care Solutions, Legacy Planning, College Education..., Retirement Plan..., Financial..., Retirement
Education
University of Pittsburgh 1992 — 1996
Bachelor of Science (BS)
Camp Hill High School
Agostino Financial Management June 2014 - Present
Susquehanna Wealth Strategies 2008 - August 2013
Susquehanna Wealth Strategies 2005 - August 2013
Wachovia 2003 - 2005
Merrill Lynch 2000 - 2002
Conseco Securities / Bankers Life & Casualty 1999 - 2000
Skills
Retirement Planning, Investments, Social Security Income..., Wealth Management, Financial Planning, Financial Services, Income Planning, Insurance, Income Protection, Long Term Care Solutions, Legacy Planning, College Education..., Retirement Plan..., Financial..., Retirement
Education
University of Pittsburgh 1992 — 1996
Bachelor of Science (BS)
Camp Hill High School
Rachel Foti Rachel Foti's Merrill Lynch Experience June 2014 - August 2014
Job Student at University of Pittsburgh
Industry Marketing and Advertising
Experience
Merrill Lynch June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Wakefern Food Corp. May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Social Media
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Marketing and Finance
Lorenzo de' Medici in Florence, Italy 2014 — 2014
Marketing and Finance, Spring Semester Junior Year
Merrill Lynch June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Wakefern Food Corp. May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Social Media
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Marketing and Finance
Lorenzo de' Medici in Florence, Italy 2014 — 2014
Marketing and Finance, Spring Semester Junior Year
Marisa Davis's Merrill Lynch Experience September 2009 - December 2009
Job Brand Marketing Manager
Industry Marketing and Advertising
Experience
MNI Targeted Media Inc. January 2015 - Present
MNI Targeted Media Inc. March 2014 - Present
The Wall Street Journal May 2013 - February 2014
MNI Targeted Media Inc. August 2011 - May 2013
Pitt ProsinMotion January 2011 - May 2011
D&D London January 2010 - April 2010
Merrill Lynch September 2009 - December 2009
Janet A. Paganelli ESQ May 2008 - August 2009
The First Tee January 2009 - May 2009
Skills
Marketing Research, Leadership, Public Relations, Event Management, Customer Service, Integrated Marketing, Marketing, Social Media, Market Research, Social Media Marketing, Advertising, Social Networking, Email Marketing, PowerPoint, Marketing Communications, Online Advertising, Marketing Strategy, CRM, Media Planning, Sales, Digital Media, Digital Marketing, Interactive Marketing, Mobile Marketing, Digital Strategy, LinkedIn, comScore, Media Buying, SEM, Brand Management, Advertising Sales, Brand Development, Brand Awareness, Mobile Advertising, Corporate Communications, Lead Generation, Online Marketing, Blogging, Salesforce.com, Copywriting, Google Analytics, SEO
Education
University of Pittsburgh 2007 — 2011
Bachelors, Business
CAPA International Education 2010 — 2010
Business, Marketing, British History, Popular Culture
MNI Targeted Media Inc. January 2015 - Present
MNI Targeted Media Inc. March 2014 - Present
The Wall Street Journal May 2013 - February 2014
MNI Targeted Media Inc. August 2011 - May 2013
Pitt ProsinMotion January 2011 - May 2011
D&D London January 2010 - April 2010
Merrill Lynch September 2009 - December 2009
Janet A. Paganelli ESQ May 2008 - August 2009
The First Tee January 2009 - May 2009
Skills
Marketing Research, Leadership, Public Relations, Event Management, Customer Service, Integrated Marketing, Marketing, Social Media, Market Research, Social Media Marketing, Advertising, Social Networking, Email Marketing, PowerPoint, Marketing Communications, Online Advertising, Marketing Strategy, CRM, Media Planning, Sales, Digital Media, Digital Marketing, Interactive Marketing, Mobile Marketing, Digital Strategy, LinkedIn, comScore, Media Buying, SEM, Brand Management, Advertising Sales, Brand Development, Brand Awareness, Mobile Advertising, Corporate Communications, Lead Generation, Online Marketing, Blogging, Salesforce.com, Copywriting, Google Analytics, SEO
Education
University of Pittsburgh 2007 — 2011
Bachelors, Business
CAPA International Education 2010 — 2010
Business, Marketing, British History, Popular Culture
Wade Rasmussen Wade Rasmussen's Merrill Lynch Experience 1983 - 1984
Job President, Amerifund, Inc.
Industry Financial Services
Experience
Amerifund, Inc. September 1995 - Present
Capital Expressway June 2003 - September 2005
Security Financial Services June 2002 - June 2003
Perry Morris 1989 - 1992
Northwest Services 1984 - May 1989
Merrill Lynch 1983 - 1984
Skills
Commercial Finance, Commercial Lending, Funding, Credit, Finance, Start-ups, Loans, Business Development, Factoring, Asset Based Lending, Portfolio Management, Credit Analysis, Small Business Lending, Structured Finance, Corporate Finance, Capital, Working Capital..., Financial Structuring, Loan Origination, Sales, Small Business, Leadership, Executive Management, Financial Analysis, Commercial Mortgages, Mergers & Acquisitions, Financial Advisory, Private Equity, Strategic Financial..., Investments, Venture Capital, Restructuring, Due Diligence, Asset Management, Leveraged Finance, Banking, Valuation, Refinance, Financial Services, Mortgage Lending, Business Valuation, Capital Markets, Underwriting, Corporate Development, Credit Risk, Investment Banking, Mortgage Banking, Risk Management, Investor Relations, Financial Planning
Education
University of Phoenix 1996 — 1998
Bachelor of Arts in Management, Emphasis in Finance
Amerifund, Inc. September 1995 - Present
Capital Expressway June 2003 - September 2005
Security Financial Services June 2002 - June 2003
Perry Morris 1989 - 1992
Northwest Services 1984 - May 1989
Merrill Lynch 1983 - 1984
Skills
Commercial Finance, Commercial Lending, Funding, Credit, Finance, Start-ups, Loans, Business Development, Factoring, Asset Based Lending, Portfolio Management, Credit Analysis, Small Business Lending, Structured Finance, Corporate Finance, Capital, Working Capital..., Financial Structuring, Loan Origination, Sales, Small Business, Leadership, Executive Management, Financial Analysis, Commercial Mortgages, Mergers & Acquisitions, Financial Advisory, Private Equity, Strategic Financial..., Investments, Venture Capital, Restructuring, Due Diligence, Asset Management, Leveraged Finance, Banking, Valuation, Refinance, Financial Services, Mortgage Lending, Business Valuation, Capital Markets, Underwriting, Corporate Development, Credit Risk, Investment Banking, Mortgage Banking, Risk Management, Investor Relations, Financial Planning
Education
University of Phoenix 1996 — 1998
Bachelor of Arts in Management, Emphasis in Finance
Darien Croce, CRPC®, CRPS® Darien Croce, CRPC®, CRPS®'s Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Skills
Financial Planning, Succession Planning, Estate Planning, Equity Compensation, Retirement Income..., Insurance Planning, Equities, Financial Planners, Strategic Financial..., Retirement, Wealth Management, Mortgage Lending, Investment Management, Small Business, Asset Management, Alternative Investments, Investments, Asset Allocation, Financial Services, Series 7, Finance, Retirement Planning, Mutual Funds, Series 63, Disability Insurance, Risk Management, Life Insurance, Insurance, Personal Finance, Loans, Financial Analysis, Financial Advisory, Investment Advisory, Portfolio Management, Financial Modeling, Securities, Relationship Management, Fixed Annuities, Investment Strategies
Education
University of Phoenix 2010 — 2013
Bachelor of Science (BS)
Merrill Lynch June 2012 - Present
Skills
Financial Planning, Succession Planning, Estate Planning, Equity Compensation, Retirement Income..., Insurance Planning, Equities, Financial Planners, Strategic Financial..., Retirement, Wealth Management, Mortgage Lending, Investment Management, Small Business, Asset Management, Alternative Investments, Investments, Asset Allocation, Financial Services, Series 7, Finance, Retirement Planning, Mutual Funds, Series 63, Disability Insurance, Risk Management, Life Insurance, Insurance, Personal Finance, Loans, Financial Analysis, Financial Advisory, Investment Advisory, Portfolio Management, Financial Modeling, Securities, Relationship Management, Fixed Annuities, Investment Strategies
Education
University of Phoenix 2010 — 2013
Bachelor of Science (BS)
Jason Gallo Jason Gallo's Merrill Lynch Experience June 2014 - Present
Job Customer Service and Support at Merrill Lynch
Industry Banking
Experience
Merrill Lynch June 2014 - Present
Bank of America April 2012 - June 2014
Dominion Diagnostics September 2011 - April 2012
Skills
Customer Service, Sales, Management, Banking, Leadership, Microsoft Office, Process Improvement, Customer Satisfaction, Training, Team Building
Education
University of Phoenix 2009 — 2011
Merrill Lynch June 2014 - Present
Bank of America April 2012 - June 2014
Dominion Diagnostics September 2011 - April 2012
Skills
Customer Service, Sales, Management, Banking, Leadership, Microsoft Office, Process Improvement, Customer Satisfaction, Training, Team Building
Education
University of Phoenix 2009 — 2011
Eileen S. Cassidy Eileen S. Cassidy's Merrill Lynch Experience November 1983 - June 2008
Job Executive Coach, The Preston AssociatesUSA Region
Industry Human Resources
Experience
The Preston Associates (TPA) 2015 - Present
Eileen S. Cassidy Consulting Services, LLC January 2010 - Present
Weldon Financial July 2008 - February 2014
Merrill Lynch November 1983 - June 2008
Skills
Leadership Development, Organizational..., Coaching, Project Management, Wealth Management, Talent Management, Performance Management, Succession Planning, Financial Services, Team Building, Talent Acquisition, Change Management, Recruiting, Training, Strategy, Leadership, Human Resources, Organizational..., Executive Coaching
Education
London's Middlesex University 2007 — 2009
Masters, Executive Coaching
University of Phoenix
BS, Business Management
The Preston Associates (TPA) 2015 - Present
Eileen S. Cassidy Consulting Services, LLC January 2010 - Present
Weldon Financial July 2008 - February 2014
Merrill Lynch November 1983 - June 2008
Skills
Leadership Development, Organizational..., Coaching, Project Management, Wealth Management, Talent Management, Performance Management, Succession Planning, Financial Services, Team Building, Talent Acquisition, Change Management, Recruiting, Training, Strategy, Leadership, Human Resources, Organizational..., Executive Coaching
Education
London's Middlesex University 2007 — 2009
Masters, Executive Coaching
University of Phoenix
BS, Business Management
Chris Grotkopf Chris Grotkopf's Merrill Lynch Experience August 1984 - November 1990
Job Facilities Associate at KCG
Industry Financial Services
Experience
KCG Holdings, Inc. March 2010 - Present
Modular Homes Inc June 2007 - November 2008
Brownworth Engineering November 1990 - June 2007
Kendale Inc February 1995 - March 1996
Merrill Lynch August 1984 - November 1990
Skills
AutoCAD, Microsoft Office, Microsoft Excel, QuickBooks, PowerPoint, FrontPage, Organization, Blueprint Reading, C*Cure, Network Client, CAFM, Adobe, Facilties, Google Adwords, RFP experience, Accounts Payable, Accounts Receivable, modular construction, Microsoft Word, Management
Education
University of Phoenix 2008 — 2011
Bachelor’s Degree, Business/Marketing
KCG Holdings, Inc. March 2010 - Present
Modular Homes Inc June 2007 - November 2008
Brownworth Engineering November 1990 - June 2007
Kendale Inc February 1995 - March 1996
Merrill Lynch August 1984 - November 1990
Skills
AutoCAD, Microsoft Office, Microsoft Excel, QuickBooks, PowerPoint, FrontPage, Organization, Blueprint Reading, C*Cure, Network Client, CAFM, Adobe, Facilties, Google Adwords, RFP experience, Accounts Payable, Accounts Receivable, modular construction, Microsoft Word, Management
Education
University of Phoenix 2008 — 2011
Bachelor’s Degree, Business/Marketing
Krystle Herbrandson Krystle Herbrandson's Merrill Lynch Experience March 2012 - March 2014
Job Sales Manager at Sucuri Inc.
Industry Information Technology and Services
Experience
Sucuri Inc. February 2014 - Present
Merrill Lynch March 2012 - March 2014
Consultant November 2009 - February 2012
T-Mobile May 2003 - February 2011
Tilly's Clothing May 2001 - May 2003
Skills
Inventory Management, Merchandising, Sales Management, Performance Management, Leadership, Strategy, Employee Training, Sales, Succession Planning, Talent Management, New Business Development, Recruiting, Selling, Customer Retention, Business Development, Customer Service, CRM, Personnel Management, Management, Client Relationship..., Talent Development, Sales Recruitment, Training & Development, Financial Services, Strategic Financial..., Retirement Planning, 401k Rollovers, 529 Plans, Training
Education
University of Phoenix 2005 — 2009
Master, Business Administration
University of Phoenix 2005 — 2007
Bachelor of Science, Business Management
Sucuri Inc. February 2014 - Present
Merrill Lynch March 2012 - March 2014
Consultant November 2009 - February 2012
T-Mobile May 2003 - February 2011
Tilly's Clothing May 2001 - May 2003
Skills
Inventory Management, Merchandising, Sales Management, Performance Management, Leadership, Strategy, Employee Training, Sales, Succession Planning, Talent Management, New Business Development, Recruiting, Selling, Customer Retention, Business Development, Customer Service, CRM, Personnel Management, Management, Client Relationship..., Talent Development, Sales Recruitment, Training & Development, Financial Services, Strategic Financial..., Retirement Planning, 401k Rollovers, 529 Plans, Training
Education
University of Phoenix 2005 — 2009
Master, Business Administration
University of Phoenix 2005 — 2007
Bachelor of Science, Business Management
candace richardson candace richardson's Merrill Lynch Experience October 2001 - March 2012
Job Student at University of Phoenix
Industry Financial Services
Experience
Merrill Lynch October 2001 - March 2012
Merrill Lynch 2001 - 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML
Education
University of Phoenix 2011 — 2014
Associate's degree, Business Administration and Management, General
Merrill Lynch October 2001 - March 2012
Merrill Lynch 2001 - 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML
Education
University of Phoenix 2011 — 2014
Associate's degree, Business Administration and Management, General
Elizabeth Sayer Elizabeth Sayer's Merrill Lynch Experience September 2004 - Present
Job Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2004 - Present
24hr Fitness August 2013 - Present
Merrill Lynch May 2002 - September 2004
Merrill Lynch May 2000 - May 2002
AMS August 1999 - May 2000
Merrill Lynch December 1998 - August 1999
Skills
Account Reconciliation, Financial Analysis, Strategic Financial..., Mutual Funds, Administrative..., Financial Services, Wealth Management, Visio, Securities
Education
University of Phoenix 2001 — 2006
BS, Business Accounting
Merrill Lynch September 2004 - Present
24hr Fitness August 2013 - Present
Merrill Lynch May 2002 - September 2004
Merrill Lynch May 2000 - May 2002
AMS August 1999 - May 2000
Merrill Lynch December 1998 - August 1999
Skills
Account Reconciliation, Financial Analysis, Strategic Financial..., Mutual Funds, Administrative..., Financial Services, Wealth Management, Visio, Securities
Education
University of Phoenix 2001 — 2006
BS, Business Accounting
Kristen Pretzell's Merrill Lynch Experience January 1986 - October 2006
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2013 - Present
Wells Fargo 2006 - 2013
Merrill Lynch January 1986 - October 2006
Skills
Project Management, Process Efficiency, Environmental Awareness, Strategy Execution
Education
Central Michigan University
BS, Business Administration
University of Phoenix
Master’s Degree, Technology Management
JPMorgan Chase & Co. January 2013 - Present
Wells Fargo 2006 - 2013
Merrill Lynch January 1986 - October 2006
Skills
Project Management, Process Efficiency, Environmental Awareness, Strategy Execution
Education
Central Michigan University
BS, Business Administration
University of Phoenix
Master’s Degree, Technology Management
Feliza Koon Feliza Koon's Merrill Lynch Experience 1994 - 2000
Job Payroll Interface Specialist at NGA Human Resources
Industry Human Resources
Experience
NGA Human Resources December 2014 - Present
Florida Department of Revenue October 2013 - December 2014
Aon Hewitt March 2011 - February 2013
ING 2008 - December 2010
CitiStreet 2000 - 2008
Enterprise Iron 2006 - 2006
Merrill Lynch 1994 - 2000
American Technical Ceramics November 1992 - June 1994
Skills
Compliance, Customer Relations, Pensions, Retirement, Financial Reporting, Investments, Auditing, Employee Benefits, Benefits Administration, Vendor Management, Benefits, Outsourcing, Operations Management, Vendor Relations, 401k, Problem Solving, Business Analysis, Analysis, Process Engineering, Coaching, Performance Management, Excel, Administration, Lotus Notes, SDLC, Management Consulting, Word, Microsoft Office, Account Management, Requirements Analysis, Documentation, Defined Contribution, OmniPlus, Retirement Benefits, Financial Services, Mutual Funds, Visio, Requirements Gathering, Microsoft Excel, ERISA, Defined Benefit, Process Improvement, Project Management, Software Documentation, System Administration
Education
University of Phoenix 1999 — 2003
BA with Honors, B.S. in Business/Administration
Florida State College of Jacksonville 1984 — 1987
General Studies
NGA Human Resources December 2014 - Present
Florida Department of Revenue October 2013 - December 2014
Aon Hewitt March 2011 - February 2013
ING 2008 - December 2010
CitiStreet 2000 - 2008
Enterprise Iron 2006 - 2006
Merrill Lynch 1994 - 2000
American Technical Ceramics November 1992 - June 1994
Skills
Compliance, Customer Relations, Pensions, Retirement, Financial Reporting, Investments, Auditing, Employee Benefits, Benefits Administration, Vendor Management, Benefits, Outsourcing, Operations Management, Vendor Relations, 401k, Problem Solving, Business Analysis, Analysis, Process Engineering, Coaching, Performance Management, Excel, Administration, Lotus Notes, SDLC, Management Consulting, Word, Microsoft Office, Account Management, Requirements Analysis, Documentation, Defined Contribution, OmniPlus, Retirement Benefits, Financial Services, Mutual Funds, Visio, Requirements Gathering, Microsoft Excel, ERISA, Defined Benefit, Process Improvement, Project Management, Software Documentation, System Administration
Education
University of Phoenix 1999 — 2003
BA with Honors, B.S. in Business/Administration
Florida State College of Jacksonville 1984 — 1987
General Studies
Heather Ketch (LION) Heather Ketch (LION)'s Merrill Lynch Experience January 2005 - December 2008
Job Technical Project Manager at MM Health Solutions
Industry Information Technology and Services
Experience
MM Health Solutions January 2015 - Present
MM Health Solutions June 2014 - January 2015
AXIS Capital February 2014 - June 2014
Otsuka Pharmaceutical January 2013 - February 2014
Bristol-Myers Squibb August 2011 - December 2012
Arthritis & Osteoporosis Associates April 2011 - August 2011
Bank of America - Merrill Lynch January 2006 - December 2010
Merrill Lynch January 2005 - December 2008
Merrill Lynch November 2001 - January 2005
Merrill Lynch June 2000 - November 2001
Skills
Project Management, Strategic Planning, Project Planning, Business Strategy, Portfolio Management, Program Management, Management Consulting, Business Analysis, Risk Management, Business Process..., Team Building, SDLC, Team Leadership, Business Development, Project Portfolio..., Leadership, SharePoint, Vendor Management, Process Improvement, Management, Requirements Analysis, Change Management, PMP, Analysis, Budgets, IT Strategy, Training, Software Documentation, PMO, Enterprise Software, Human Resources, Cross-functional Team...
Education
University of Phoenix 2004 — 2008
BSM, Bachelor of Science in Management
The Cittone Institute 1991 — 1993
Certified Legal Office Specialist, Legal-Administration
MM Health Solutions January 2015 - Present
MM Health Solutions June 2014 - January 2015
AXIS Capital February 2014 - June 2014
Otsuka Pharmaceutical January 2013 - February 2014
Bristol-Myers Squibb August 2011 - December 2012
Arthritis & Osteoporosis Associates April 2011 - August 2011
Bank of America - Merrill Lynch January 2006 - December 2010
Merrill Lynch January 2005 - December 2008
Merrill Lynch November 2001 - January 2005
Merrill Lynch June 2000 - November 2001
Skills
Project Management, Strategic Planning, Project Planning, Business Strategy, Portfolio Management, Program Management, Management Consulting, Business Analysis, Risk Management, Business Process..., Team Building, SDLC, Team Leadership, Business Development, Project Portfolio..., Leadership, SharePoint, Vendor Management, Process Improvement, Management, Requirements Analysis, Change Management, PMP, Analysis, Budgets, IT Strategy, Training, Software Documentation, PMO, Enterprise Software, Human Resources, Cross-functional Team...
Education
University of Phoenix 2004 — 2008
BSM, Bachelor of Science in Management
The Cittone Institute 1991 — 1993
Certified Legal Office Specialist, Legal-Administration
Edward Felt Edward Felt's Merrill Lynch Experience February 1996 - May 2008
Job Regional Advisor Consultant at Advisors Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc. 2008 - Present
Merrill Lynch February 1996 - May 2008
Fidelity Investments 1991 - 1996
Skills
Series 7, Fixed Income, Portfolio Management, Equities, Mutual Funds, Investments, Financial Services, Structured Products, Options, Strategic Financial..., Bonds, FINRA, Financial Advisory
Education
University of Phoenix 1993 — 1995
MBA, Finance
University of Utah
BA Economics
Advisors Asset Management, Inc. 2008 - Present
Merrill Lynch February 1996 - May 2008
Fidelity Investments 1991 - 1996
Skills
Series 7, Fixed Income, Portfolio Management, Equities, Mutual Funds, Investments, Financial Services, Structured Products, Options, Strategic Financial..., Bonds, FINRA, Financial Advisory
Education
University of Phoenix 1993 — 1995
MBA, Finance
University of Utah
BA Economics
Julie Marks's Merrill Lynch Experience July 2005 - August 2005
Job Instructor & Consultant, Volunteer Management Group
Industry Management Consulting
Experience
Volunteer Management Group October 2003 - Present
City University of New York October 2005 - May 2012
CIBC World Markets September 2005 - March 2008
Merrill Lynch July 2005 - August 2005
Manhattan Chamber of Commerce October 2004 - June 2005
Goldman Sachs November 1997 - August 2003
Skills
Public Relations, Leadership, Philanthropy, Program Management, Event Management, Grant Writing, Nonprofits, Event Planning, SEO, Microsoft Office, Non-profits, Fundraising, Volunteer Management, Strategy, Media Relations, Organizational..., Staff Development, Social Media, Grants, Spanish, Management, Budgets, Coaching, Proposal Writing, Research, Cause Marketing, Internal Communications, Training, Program Evaluation
Education
University of Pittsburgh 1990 — 1994
Bachelor of Arts (B.A.), Japanese Language and Literature
Volunteer Management Group October 2003 - Present
City University of New York October 2005 - May 2012
CIBC World Markets September 2005 - March 2008
Merrill Lynch July 2005 - August 2005
Manhattan Chamber of Commerce October 2004 - June 2005
Goldman Sachs November 1997 - August 2003
Skills
Public Relations, Leadership, Philanthropy, Program Management, Event Management, Grant Writing, Nonprofits, Event Planning, SEO, Microsoft Office, Non-profits, Fundraising, Volunteer Management, Strategy, Media Relations, Organizational..., Staff Development, Social Media, Grants, Spanish, Management, Budgets, Coaching, Proposal Writing, Research, Cause Marketing, Internal Communications, Training, Program Evaluation
Education
University of Pittsburgh 1990 — 1994
Bachelor of Arts (B.A.), Japanese Language and Literature
Bonnie Baker Bonnie Baker's Merrill Lynch Experience June 1997 - November 2004
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Lincoln Financial Distributors December 2010 - April 2014
Morgan Stanley Smith Barney November 2004 - November 2010
Merrill Lynch June 1997 - November 2004
J & W. Seligman January 1992 - December 1997
J. & W. Seligman 1992 - 1997
Prudential Securities 1987 - 1992
Skills
Series 7, Investment Advisory, Portfolio Management, Investments, Retirement, Equities, Financial Advisory, Financial Services, 401k, Strategy, Fixed Income, Endowments, Institutional, Strategic Financial..., Asset Management, Foundations, Relationship Management, Alternative Investments, Asset Allocation, Series 63, Finance, Investment Management, Mutual Funds, High Net Worth..., Retirement Solutions
Education
University of Phoenix
MBA, Finance
University of South Florida
BA, Marketing Research/Accounting
Fidelity Investments July 2014 - Present
Lincoln Financial Distributors December 2010 - April 2014
Morgan Stanley Smith Barney November 2004 - November 2010
Merrill Lynch June 1997 - November 2004
J & W. Seligman January 1992 - December 1997
J. & W. Seligman 1992 - 1997
Prudential Securities 1987 - 1992
Skills
Series 7, Investment Advisory, Portfolio Management, Investments, Retirement, Equities, Financial Advisory, Financial Services, 401k, Strategy, Fixed Income, Endowments, Institutional, Strategic Financial..., Asset Management, Foundations, Relationship Management, Alternative Investments, Asset Allocation, Series 63, Finance, Investment Management, Mutual Funds, High Net Worth..., Retirement Solutions
Education
University of Phoenix
MBA, Finance
University of South Florida
BA, Marketing Research/Accounting
Allison Battles Allison Battles's Merrill Lynch Experience January 2013 - July 2014
Job CT Trust Administator @ BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2015 - Present
BNY Mellon (Contractor through Aerotek) September 2014 - March 2015
Merrill Lynch January 2013 - July 2014
LSV, LLC DBA Florida Combined Life October 2011 - February 2013
NCC Business Services June 2010 - December 2010
Fortegra Inc DBA Life of the South March 2009 - February 2010
Citizens Property Insurance Corporation August 2004 - December 2007
Aetna Inc August 1999 - August 2004
Prudential Health Care June 1997 - July 1999
Fraternal Order of Police October 1989 - March 1997
Skills
Sales Management, PowerPoint, Customer Service, Microsoft Excel, Access, Leadership, Outlook, Management, Insurance, Property, Sales, Claim, Underwriting, Strategic Planning, Risk Management, Team Building, Analysis, Time Management
Education
University of Phoenix 2010 — 2011
Masters, Business Management
University of Phoenix 2007 — 2009
Bachelor's, Business Management
ITT Technical College Institute 2003 — 2005
AA, Information Technology
BNY Mellon Wealth Management March 2015 - Present
BNY Mellon (Contractor through Aerotek) September 2014 - March 2015
Merrill Lynch January 2013 - July 2014
LSV, LLC DBA Florida Combined Life October 2011 - February 2013
NCC Business Services June 2010 - December 2010
Fortegra Inc DBA Life of the South March 2009 - February 2010
Citizens Property Insurance Corporation August 2004 - December 2007
Aetna Inc August 1999 - August 2004
Prudential Health Care June 1997 - July 1999
Fraternal Order of Police October 1989 - March 1997
Skills
Sales Management, PowerPoint, Customer Service, Microsoft Excel, Access, Leadership, Outlook, Management, Insurance, Property, Sales, Claim, Underwriting, Strategic Planning, Risk Management, Team Building, Analysis, Time Management
Education
University of Phoenix 2010 — 2011
Masters, Business Management
University of Phoenix 2007 — 2009
Bachelor's, Business Management
ITT Technical College Institute 2003 — 2005
AA, Information Technology
Adina Jones-Williams, MBA, CPA Candidate's Merrill Lynch Experience 1997 - 2001
Job Special Program Accounts Manager at North Jersey Transportation Planning Authority (NJIT)
Industry Transportation/Trucking/Railroad
Experience
New Jersey Institute of Technology (NJIT) October 2013 - Present
New Jersey Institute of Technology (NJIT) March 2012 - October 2013
PSEG March 2008 - March 2012
Pathmark Stores, Inc. 2006 - 2008
Michigan Department of Treasury 2004 - 2006
Merrill Lynch 1997 - 2001
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Virginia State University 1991 — 1996
BS, Accounting
New Jersey Institute of Technology (NJIT) October 2013 - Present
New Jersey Institute of Technology (NJIT) March 2012 - October 2013
PSEG March 2008 - March 2012
Pathmark Stores, Inc. 2006 - 2008
Michigan Department of Treasury 2004 - 2006
Merrill Lynch 1997 - 2001
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Virginia State University 1991 — 1996
BS, Accounting
Gabriel F. Garrido Gabriel F. Garrido's Merrill Lynch Experience May 2012 - December 2012
Job Technology Solutions Sr. Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - July 2015
MarketSphere Consulting June 2013 - August 2013
Merrill Lynch May 2012 - December 2012
Skills
Hyperion Planning, Hyperion Financial..., Oracle Smart View, Microsoft Office, Data Analysis, Research, Consulting, Teamwork, Market Research
Education
University of Pittsburgh 2009 — 2013
Bachelors of Science Business Administration, Majoring in Finance, Minoring in Economics
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - July 2015
MarketSphere Consulting June 2013 - August 2013
Merrill Lynch May 2012 - December 2012
Skills
Hyperion Planning, Hyperion Financial..., Oracle Smart View, Microsoft Office, Data Analysis, Research, Consulting, Teamwork, Market Research
Education
University of Pittsburgh 2009 — 2013
Bachelors of Science Business Administration, Majoring in Finance, Minoring in Economics
Danielle Harris's Merrill Lynch Experience June 2004 - February 2009
Job IT Project Manager Black Knight Technology
Industry Information Technology and Services
Experience
Black Knight Financial Services September 2014 - Present
Bank of America June 2013 - September 2014
Allstate October 2012 - June 2013
MDI Holdings March 2009 - August 2012
Merrill Lynch June 2004 - February 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Visual Studio, MS Project, SharePoint, Test Planning, Project Management, Time Management, Management, Six Sigma, System Deployment, Customer Service, Sales, Outlook, Siebel, Business Analysis, HIPAA, Analysis, Leadership, Healthcare Information..., Program Management
Education
Project Management Institute 2014 — 2014
PMP Certification (In Progress)
University of Phoenix
Bachelor of Business Administration (B.B.A.)
Six Sigma Green Belt 2008 — 2008
Black Knight Financial Services September 2014 - Present
Bank of America June 2013 - September 2014
Allstate October 2012 - June 2013
MDI Holdings March 2009 - August 2012
Merrill Lynch June 2004 - February 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Visual Studio, MS Project, SharePoint, Test Planning, Project Management, Time Management, Management, Six Sigma, System Deployment, Customer Service, Sales, Outlook, Siebel, Business Analysis, HIPAA, Analysis, Leadership, Healthcare Information..., Program Management
Education
Project Management Institute 2014 — 2014
PMP Certification (In Progress)
University of Phoenix
Bachelor of Business Administration (B.B.A.)
Six Sigma Green Belt 2008 — 2008
Dana Prill's Merrill Lynch Experience July 2011 - June 2015
Job Client Relationship Manager at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners June 2015 - Present
Merrill Lynch July 2011 - June 2015
Abercrombie & Fitch May 2010 - March 2011
Skills
Social Media, Sales, Public Relations, Event Planning, Microsoft Excel, Leadership, Investments, Marketing, Market Research, Finance, Salesforce.com, Marketing Communications, Business Development, Financial Services, Wealth Management, Securities, Account Management, Client Services, Client Relations, Customer Service, Microsoft Office, Microsoft Word, Management
Education
University of Pittsburgh 2006 — 2010
Bachelor of Arts, Communications; Public Relations and Marketing
Franklin Regional 2002 — 2006
High School
Snowden Lane Partners June 2015 - Present
Merrill Lynch July 2011 - June 2015
Abercrombie & Fitch May 2010 - March 2011
Skills
Social Media, Sales, Public Relations, Event Planning, Microsoft Excel, Leadership, Investments, Marketing, Market Research, Finance, Salesforce.com, Marketing Communications, Business Development, Financial Services, Wealth Management, Securities, Account Management, Client Services, Client Relations, Customer Service, Microsoft Office, Microsoft Word, Management
Education
University of Pittsburgh 2006 — 2010
Bachelor of Arts, Communications; Public Relations and Marketing
Franklin Regional 2002 — 2006
High School
G. A. Cunningham, CFP® G. A. Cunningham, CFP®'s Merrill Lynch Experience November 1997 - November 2005
Job President GC Asset Management | Founder AirOptons Aviation | USMC Combat Veteran | Owner Laurel Ridge Sport Horses
Industry Investment Management
Experience
GC Asset Management January 2012 - Present
Laurel Ridge Sport Horses November 2011 - Present
AirOptions Aviation January 2008 - Present
brokersXpress February 2008 - December 2011
USMC, I MEF, G-7 September 2010 - November 2011
USMC, 4th Light Armored Reconnaissance October 2008 - September 2010
Nexcore December 2005 - January 2008
Merrill Lynch November 1997 - November 2005
United States Marine Corps May 1987 - November 1997
Skills
Wealth Management, Portfolio Optimization, Model Portfolios, Risk Management, Income for Life, Retirement Income, Concentrated Stock..., Fixed Income, Life insurance, Long Term Care insurance, Estate Planning, Business Planning, Options Strategies, Philanthropy, Annuities
Education
University of Pittsburgh 1982 — 1986
B.A.
Great Valley High Scool
GC Asset Management January 2012 - Present
Laurel Ridge Sport Horses November 2011 - Present
AirOptions Aviation January 2008 - Present
brokersXpress February 2008 - December 2011
USMC, I MEF, G-7 September 2010 - November 2011
USMC, 4th Light Armored Reconnaissance October 2008 - September 2010
Nexcore December 2005 - January 2008
Merrill Lynch November 1997 - November 2005
United States Marine Corps May 1987 - November 1997
Skills
Wealth Management, Portfolio Optimization, Model Portfolios, Risk Management, Income for Life, Retirement Income, Concentrated Stock..., Fixed Income, Life insurance, Long Term Care insurance, Estate Planning, Business Planning, Options Strategies, Philanthropy, Annuities
Education
University of Pittsburgh 1982 — 1986
B.A.
Great Valley High Scool
Anne Grasser Anne Grasser's Merrill Lynch Experience January 2001 - April 2002
Job Data Management and Virtual Assistant
Industry Nonprofit Organization Management
Experience
Anne Grasser January 2015 - Present
Verified Voting Foundation, 501c3 April 2012 - Present
San Diego Employers Association January 2011 - September 2011
Becker Professional Review November 2006 - January 2009
Centara Capital Management Group May 2004 - March 2006
Hard Rock Cafe June 2003 - February 2004
DB RREEF May 2002 - March 2003
Merrill Lynch January 2001 - April 2002
Rittenhouse Nuveen Investments January 1999 - December 2000
Skills
Marketing, Email Marketing, Social Media, Event Planning, Salesforce.com, Sales, Press Releases, Trade Shows, Business Development, Newsletters, CRM, Management, Social Media Marketing, Marketing Communications, Training, Public Speaking, Leadership, Proposal Writing, Lead Generation, Strategic Planning
Education
University of Phoenix 2007 — 2009
Bachelor of Science (BS), Business Marketing
Western Michigan University 1992 — 1996
Anne Grasser January 2015 - Present
Verified Voting Foundation, 501c3 April 2012 - Present
San Diego Employers Association January 2011 - September 2011
Becker Professional Review November 2006 - January 2009
Centara Capital Management Group May 2004 - March 2006
Hard Rock Cafe June 2003 - February 2004
DB RREEF May 2002 - March 2003
Merrill Lynch January 2001 - April 2002
Rittenhouse Nuveen Investments January 1999 - December 2000
Skills
Marketing, Email Marketing, Social Media, Event Planning, Salesforce.com, Sales, Press Releases, Trade Shows, Business Development, Newsletters, CRM, Management, Social Media Marketing, Marketing Communications, Training, Public Speaking, Leadership, Proposal Writing, Lead Generation, Strategic Planning
Education
University of Phoenix 2007 — 2009
Bachelor of Science (BS), Business Marketing
Western Michigan University 1992 — 1996
Maurice Bacon Maurice Bacon's Merrill Lynch Experience November 2013 - February 2014
Job Contact Representative
Industry Government Administration
Experience
Social Security Administration April 2015 - Present
Medimix Specialty Pharmacy April 2014 - April 2015
Merrill Lynch November 2013 - February 2014
Bureau of Motorist Services Support August 2013 - November 2013
Internal Revenue Service January 2013 - April 2013
V.A. Hospital May 2012 - January 2013
Enterprise Information Services September 2011 - May 2012
Allied Barton Security October 2009 - October 2011
ManTech International July 2008 - February 2009
Killeen Daily Herald March 2007 - July 2007
Skills
•Skilled in utilizing..., Security, Administrative..., Military, Security Clearance, Government, DoD, Information Assurance, Microsoft Office, Customer Service, Military Operations, Microsoft Excel, Team Leadership, PowerPoint, Data Entry, Microsoft Word, Army, Public Speaking, Data Analysis, Help Desk Support, Employee Relations, Training, Outlook, Windows, Weapons, Medical Records, Social Media, Research, Team Building, Healthcare, Human Resources, Project Management, Troubleshooting, Office Administration, Operational Planning, Marketing, Time Management, Analysis, Leadership, Policy, Access, Administration, Force Protection, Military Experience, Teamwork, Command, Emergency Management
Education
University of Phoenix 2009 — 2012
Bachelor of Science Business Management
Social Security Administration April 2015 - Present
Medimix Specialty Pharmacy April 2014 - April 2015
Merrill Lynch November 2013 - February 2014
Bureau of Motorist Services Support August 2013 - November 2013
Internal Revenue Service January 2013 - April 2013
V.A. Hospital May 2012 - January 2013
Enterprise Information Services September 2011 - May 2012
Allied Barton Security October 2009 - October 2011
ManTech International July 2008 - February 2009
Killeen Daily Herald March 2007 - July 2007
Skills
•Skilled in utilizing..., Security, Administrative..., Military, Security Clearance, Government, DoD, Information Assurance, Microsoft Office, Customer Service, Military Operations, Microsoft Excel, Team Leadership, PowerPoint, Data Entry, Microsoft Word, Army, Public Speaking, Data Analysis, Help Desk Support, Employee Relations, Training, Outlook, Windows, Weapons, Medical Records, Social Media, Research, Team Building, Healthcare, Human Resources, Project Management, Troubleshooting, Office Administration, Operational Planning, Marketing, Time Management, Analysis, Leadership, Policy, Access, Administration, Force Protection, Military Experience, Teamwork, Command, Emergency Management
Education
University of Phoenix 2009 — 2012
Bachelor of Science Business Management
Aaron Marks's Merrill Lynch Experience 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Uniform Combined State..., Mutual Funds, Estate Planning, Investment Advisory, Strategic Financial..., Securities, Saving for Education, Asset Allocation, 401k Rollovers, Retirement, Investment Strategies, Equities, IRAs, Financial Advisory, 401k, Alternative Investments, Financial Analysis, Financial Planning, Portfolio Management
Education
University of Pittsburgh 2003 — 2007
Business, Finance
University of Pittsburgh
bachelor of science, finance
Merrill Lynch 2010 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Uniform Combined State..., Mutual Funds, Estate Planning, Investment Advisory, Strategic Financial..., Securities, Saving for Education, Asset Allocation, 401k Rollovers, Retirement, Investment Strategies, Equities, IRAs, Financial Advisory, 401k, Alternative Investments, Financial Analysis, Financial Planning, Portfolio Management
Education
University of Pittsburgh 2003 — 2007
Business, Finance
University of Pittsburgh
bachelor of science, finance
Danielle Sydnor's Merrill Lynch Experience July 2011 - April 2015
Job Financial Professional
Industry Financial Services
Experience
MetLife April 2015 - Present
Merrill Lynch July 2011 - April 2015
Bank of America June 2006 - July 2011
MBNA January 2004 - June 2006
Education
University of Phoenix
Bachelor of Science (B.S.), Finance, General
MetLife April 2015 - Present
Merrill Lynch July 2011 - April 2015
Bank of America June 2006 - July 2011
MBNA January 2004 - June 2006
Education
University of Phoenix
Bachelor of Science (B.S.), Finance, General
Robert Pascal's Merrill Lynch Experience October 2007 - July 2008
Job Patient Transistion Coordinator at Allegheny Health Network Healthcare@Home
Industry Hospital & Health Care
Experience
Allegheny Health Network July 2015 - Present
Bank of America October 2010 - January 2015
Bank of America July 2008 - October 2010
Merrill Lynch October 2007 - July 2008
First Franklin Financial a division of National City Bank July 2003 - January 2007
H.J. Heinz Company April 2001 - July 2003
Skills
Management, Mortgage Banking, Customer Service, Sales, Leadership, Relationship Building, Account Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training, Liasoning, Risk Management, Loss Mitigation, Loan Origination
Education
University of Pittsburgh 1996 — 2001
Bachelor's Degree, Business Marketing
Allegheny Health Network July 2015 - Present
Bank of America October 2010 - January 2015
Bank of America July 2008 - October 2010
Merrill Lynch October 2007 - July 2008
First Franklin Financial a division of National City Bank July 2003 - January 2007
H.J. Heinz Company April 2001 - July 2003
Skills
Management, Mortgage Banking, Customer Service, Sales, Leadership, Relationship Building, Account Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training, Liasoning, Risk Management, Loss Mitigation, Loan Origination
Education
University of Pittsburgh 1996 — 2001
Bachelor's Degree, Business Marketing
Kelly Householder Kelly Householder's Merrill Lynch Experience October 2006 - February 2007
Job Accounts Receivable Manager at Infusionsoft
Industry Computer Software
Experience
Infusionsoft July 2012 - Present
Kroll December 2011 - June 2012
State of Colorado January 2011 - August 2011
MGTS Handyman October 2006 - February 2010
Capitol Bancorp October 2007 - January 2010
Merrill Lynch October 2006 - February 2007
University of Phoenix Online September 2003 - October 2006
PSI Seminars 2003 - 2006
Wells Fargo Bank August 2002 - September 2003
Skills
Auditing, Customer Service, Sales, Microsoft Word, Financial Accounting, Workshop Facilitation, Customer Satisfaction, Process Scheduler, Securities, Troubleshooting, Finance, Payroll, Spanish, Advertising, Internal Audit, Microsoft Excel, Banking, Financial Analysis, Management, Training, Risk Management, Leadership, PowerPoint, Credit, Marketing Strategy, Public Speaking, Team Building, Software Documentation, Strategic Planning, Team Leadership, Budgets
Education
University of Phoenix 2003 — 2006
Bachelor of Science in Business, Finance
Westwood High School 1994 — 1997
High School Diploma
Infusionsoft July 2012 - Present
Kroll December 2011 - June 2012
State of Colorado January 2011 - August 2011
MGTS Handyman October 2006 - February 2010
Capitol Bancorp October 2007 - January 2010
Merrill Lynch October 2006 - February 2007
University of Phoenix Online September 2003 - October 2006
PSI Seminars 2003 - 2006
Wells Fargo Bank August 2002 - September 2003
Skills
Auditing, Customer Service, Sales, Microsoft Word, Financial Accounting, Workshop Facilitation, Customer Satisfaction, Process Scheduler, Securities, Troubleshooting, Finance, Payroll, Spanish, Advertising, Internal Audit, Microsoft Excel, Banking, Financial Analysis, Management, Training, Risk Management, Leadership, PowerPoint, Credit, Marketing Strategy, Public Speaking, Team Building, Software Documentation, Strategic Planning, Team Leadership, Budgets
Education
University of Phoenix 2003 — 2006
Bachelor of Science in Business, Finance
Westwood High School 1994 — 1997
High School Diploma
Gino Rullo's Merrill Lynch Experience June 2005 - September 2008
Job Manager of club competitions at CONCACAF
Industry Sports
Experience
CONCACAF June 2013 - Present
Monkey Fist Mixed Martial Arts April 2013 - September 2013
Cosmopolitan Soccer League August 2012 - June 2013
US Navy 2008 - May 2013
Cosmopolitan Soccer League January 2005 - December 2010
Merrill Lynch June 2005 - September 2008
US Navy 2004 - 2008
Merrill Lynch 1998 - 2005
Skills
Languages, Italian languages, Spanish-speaking, Soccer, Sports, Military Communications, Technology Solutions, Computer Industry, Public Speaking, Social Networking, Microsoft Office, Emerging Technologies, Security Clearance, Navy, Sports Management, Leadership, Microsoft Word, PowerPoint, Military, Team Building, Customer Service, Research, Budgets, Team Leadership, Training, Security, Supervisory Skills, Public Relations, Coaching, Analysis, Tactics, Operational Planning, Strategic Planning, Program Management, Event Management, Government, Event Planning, Fundraising, Leadership Development, Microsoft Excel, Football, Crisis Management, Policy, Social Media, Project Planning
Education
American Military University 2011 — 2013
Master's degree, Sports Administration
University of Phoenix 2005 — 2008
Bachelor of Science (BS), Information Technology
NBHS 1989 — 1991
High School Diploma
CONCACAF June 2013 - Present
Monkey Fist Mixed Martial Arts April 2013 - September 2013
Cosmopolitan Soccer League August 2012 - June 2013
US Navy 2008 - May 2013
Cosmopolitan Soccer League January 2005 - December 2010
Merrill Lynch June 2005 - September 2008
US Navy 2004 - 2008
Merrill Lynch 1998 - 2005
Skills
Languages, Italian languages, Spanish-speaking, Soccer, Sports, Military Communications, Technology Solutions, Computer Industry, Public Speaking, Social Networking, Microsoft Office, Emerging Technologies, Security Clearance, Navy, Sports Management, Leadership, Microsoft Word, PowerPoint, Military, Team Building, Customer Service, Research, Budgets, Team Leadership, Training, Security, Supervisory Skills, Public Relations, Coaching, Analysis, Tactics, Operational Planning, Strategic Planning, Program Management, Event Management, Government, Event Planning, Fundraising, Leadership Development, Microsoft Excel, Football, Crisis Management, Policy, Social Media, Project Planning
Education
American Military University 2011 — 2013
Master's degree, Sports Administration
University of Phoenix 2005 — 2008
Bachelor of Science (BS), Information Technology
NBHS 1989 — 1991
High School Diploma
Daniel Valencia's Merrill Lynch Experience October 2012 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Bank of America April 2014 - Present
Merrill Lynch October 2012 - Present
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.)
Concord Law School
Trusts and Estates
Merrill Edge April 2014 - Present
Bank of America April 2014 - Present
Merrill Lynch October 2012 - Present
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.)
Concord Law School
Trusts and Estates
Cynthia Heller, PMP Cynthia Heller, PMP's Merrill Lynch Experience January 1990 - January 2002
Job Sr. Project Manager, PMP at Chubb Insurance
Industry Program Development
Experience
Chubb Insurance January 2013 - Present
Ideas To Go February 2003 - Present
New York Stock Exchange November 2011 - December 2012
EMC October 2010 - November 2011
Private Consulting August 2008 - September 2010
CGI Technology & Services April 2004 - July 2008
Eagle Rock Alliance 2004 - 2004
Organon Pharmaceuticals, now Schering-Plough Corporation 2002 - 2004
Merrill Lynch January 1990 - January 2002
Skills
Project Management, Business Analysis, Management, Coaching, Training, Change Management, CRM, Program Management, Strategic Planning, Business Process, SDLC
Education
Washington & Jefferson College 1981 — 1985
B.A., Political Science, Psychology
William Paterson University of New Jersey 2006 — 2006
Certificate, Project Management
PMI Morris Study Group
University of Phoenix
MBA, Business Management
Chubb Insurance January 2013 - Present
Ideas To Go February 2003 - Present
New York Stock Exchange November 2011 - December 2012
EMC October 2010 - November 2011
Private Consulting August 2008 - September 2010
CGI Technology & Services April 2004 - July 2008
Eagle Rock Alliance 2004 - 2004
Organon Pharmaceuticals, now Schering-Plough Corporation 2002 - 2004
Merrill Lynch January 1990 - January 2002
Skills
Project Management, Business Analysis, Management, Coaching, Training, Change Management, CRM, Program Management, Strategic Planning, Business Process, SDLC
Education
Washington & Jefferson College 1981 — 1985
B.A., Political Science, Psychology
William Paterson University of New Jersey 2006 — 2006
Certificate, Project Management
PMI Morris Study Group
University of Phoenix
MBA, Business Management
Greg Hoser Greg Hoser's Merrill Lynch Experience February 2005 - Present
Job Assistant Vice President, Six Sigma Black Belt
Industry Financial Services
Experience
Merrill Lynch February 2005 - Present
Skills
Series 7, Series 63, Securities, Investments, Uniform Combined State..., Financial Services, Wealth Management, Business Analysis, Six Sigma, Black Belt, Process Improvement, Call Center, Series 24, Customer Service, Project Management
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science (B.S.), Information Science
Merrill Lynch February 2005 - Present
Skills
Series 7, Series 63, Securities, Investments, Uniform Combined State..., Financial Services, Wealth Management, Business Analysis, Six Sigma, Black Belt, Process Improvement, Call Center, Series 24, Customer Service, Project Management
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science (B.S.), Information Science
Helia L. Llompart Helia L. Llompart's Merrill Lynch Experience January 1988 - January 1991
Job Executive Assistant at Pershing a BNY Mellon Co.
Industry Capital Markets
Experience
Pershing, a BNY Mellon company July 2012 - Present
Fiserv October 2001 - December 2012
Popular North America January 2000 - January 2001
Lehman Brothers January 1996 - January 1999
Prudential Securities January 1992 - January 1996
Merrill Lynch January 1988 - January 1991
BHF-BANK January 1986 - January 1988
Banco de la Provincia de Bs January 1980 - January 1986
Skills
Lotus Notes, Training, PowerPoint, Visio, Administrative..., Software Documentation, Access, Calendars, Banking, Customer Service, Marketing, Project Management
Education
University of Phoenix 2011 — 2015
Associate of Arts (AA), Business Administration and Management, General
University of Phoenix 2009 — 2015
Associate’s Degree, Business Administration and Management, General
Pershing, a BNY Mellon company July 2012 - Present
Fiserv October 2001 - December 2012
Popular North America January 2000 - January 2001
Lehman Brothers January 1996 - January 1999
Prudential Securities January 1992 - January 1996
Merrill Lynch January 1988 - January 1991
BHF-BANK January 1986 - January 1988
Banco de la Provincia de Bs January 1980 - January 1986
Skills
Lotus Notes, Training, PowerPoint, Visio, Administrative..., Software Documentation, Access, Calendars, Banking, Customer Service, Marketing, Project Management
Education
University of Phoenix 2011 — 2015
Associate of Arts (AA), Business Administration and Management, General
University of Phoenix 2009 — 2015
Associate’s Degree, Business Administration and Management, General
Dana Fontanella Dana Fontanella's Merrill Lynch Experience January 2011 - May 2011
Job Distribution Analyst at Michael Kors
Industry Retail
Experience
Michael Kors August 2014 - Present
American Eagle Outfitters November 2013 - August 2014
American Eagle Outfitters March 2013 - November 2013
American Eagle Outfitters November 2012 - March 2013
American Eagle Outfitters June 2012 - November 2012
Ameriprise Financial Services, Inc. September 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Burger King Corporation May 2009 - August 2009
Skills
Training, Microsoft Word, Recruiting, Retail, JDA, Cognos, Microsoft Office, Product Development, Leadership, Sales, Teamwork, Microsoft Excel, Access, Social Media Marketing, Social Networking, Data Analysis, Forecasting, Social Media, Outlook, Market Research
Education
University of Pittsburgh 2008 — 2011
BSBA, College of Business Administration - Finance, Economics
Institute for Shipboard Education - UVa 2010 — 2010
Semester at Sea; Study Abroad
Michael Kors August 2014 - Present
American Eagle Outfitters November 2013 - August 2014
American Eagle Outfitters March 2013 - November 2013
American Eagle Outfitters November 2012 - March 2013
American Eagle Outfitters June 2012 - November 2012
Ameriprise Financial Services, Inc. September 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Burger King Corporation May 2009 - August 2009
Skills
Training, Microsoft Word, Recruiting, Retail, JDA, Cognos, Microsoft Office, Product Development, Leadership, Sales, Teamwork, Microsoft Excel, Access, Social Media Marketing, Social Networking, Data Analysis, Forecasting, Social Media, Outlook, Market Research
Education
University of Pittsburgh 2008 — 2011
BSBA, College of Business Administration - Finance, Economics
Institute for Shipboard Education - UVa 2010 — 2010
Semester at Sea; Study Abroad
Laila Sanchez MPA's Merrill Lynch Experience June 2001 - August 2001
Job Office Manager at The Rubicon Project
Industry Public Policy
Experience
Rubicon Project May 2012 - Present
Manhattan Beer Distributors October 2006 - May 2011
Merrill Lynch June 2001 - August 2001
Skills
Project Management, Microsoft Office, Spanish, Strategic Planning, Proposal Writing, Public Speaking, Program Management, Government, Change Management, Management, Project Planning, Microsoft Excel, Budgets, Research, Training, Customer Service, Team Building, Microsoft Word, Analysis, Account Management, Leadership, Time Management, Online Advertising, Social Media, Advertising, Social Networking, Strategy, Business Development, Office Management, Executive..., Human Resources
Education
University of Phoenix 2009 — 2011
Masters, HR Management
CUNY Lehman College 2001 — 2006
Minor, Computer Information Systems
CUNY Lehman College 2001 — 2006
Bachelors Degree, Business Administration
Rubicon Project May 2012 - Present
Manhattan Beer Distributors October 2006 - May 2011
Merrill Lynch June 2001 - August 2001
Skills
Project Management, Microsoft Office, Spanish, Strategic Planning, Proposal Writing, Public Speaking, Program Management, Government, Change Management, Management, Project Planning, Microsoft Excel, Budgets, Research, Training, Customer Service, Team Building, Microsoft Word, Analysis, Account Management, Leadership, Time Management, Online Advertising, Social Media, Advertising, Social Networking, Strategy, Business Development, Office Management, Executive..., Human Resources
Education
University of Phoenix 2009 — 2011
Masters, HR Management
CUNY Lehman College 2001 — 2006
Minor, Computer Information Systems
CUNY Lehman College 2001 — 2006
Bachelors Degree, Business Administration
Stephanie Rucker-Badger Stephanie Rucker-Badger's Merrill Lynch Experience June 2014 - March 2015
Job Working as hard as I can to make a great life for those around me.
Industry Hospitality
Experience
Stay at home mom March 2015 - Present
Merrill Lynch June 2014 - March 2015
HomeTronic February 2014 - June 2014
Bellagio 2012 - 2014
Law Office of Haines and Krieger August 2010 - October 2012
Wells Cargo October 2009 - June 2010
YMCA June 2008 - September 2009
Shane's Rib Shack June 2007 - June 2008
Bob's Big Boy Restaurant June 2006 - June 2007
Denny's June 2005 - June 2006
Skills
Microsoft Office, Microsoft Excel, Best Case, Time Matters, Efiling, FDCPA, Garnishments, Repossessions, Trustee Sales, Microsoft Word, Levies, Multi-line Phone, Legal, Receptionist Duties, Job Scanning, Electronic Filing, Filing, Computer Proficiency, Clear Voice, Writing Skills, type 60 wpm, Telephone Skills, Training, Teamwork, Customer Service, Clerical Skills, Appointment Scheduling, Outlook Express, Office Equipment, Administrative..., Data Entry, Spreadsheets, Office Management, File Management, Schedules, Time Management, Outlook, QuickBooks, Hospitality, Bookkeeping, Invoicing, Self-driven, Fax, Goal Oriented, Cash Handling Experience, Oral, Team-oriented, People Skills, Accounts Receivable, Organizational...
Education
University of Phoenix 2009 — 2015
Bachelor of Applied Science (BASc), Psychology
Arbor View High School 2005 — 2009
Advanced Diploma, High School Studies
Stay at home mom March 2015 - Present
Merrill Lynch June 2014 - March 2015
HomeTronic February 2014 - June 2014
Bellagio 2012 - 2014
Law Office of Haines and Krieger August 2010 - October 2012
Wells Cargo October 2009 - June 2010
YMCA June 2008 - September 2009
Shane's Rib Shack June 2007 - June 2008
Bob's Big Boy Restaurant June 2006 - June 2007
Denny's June 2005 - June 2006
Skills
Microsoft Office, Microsoft Excel, Best Case, Time Matters, Efiling, FDCPA, Garnishments, Repossessions, Trustee Sales, Microsoft Word, Levies, Multi-line Phone, Legal, Receptionist Duties, Job Scanning, Electronic Filing, Filing, Computer Proficiency, Clear Voice, Writing Skills, type 60 wpm, Telephone Skills, Training, Teamwork, Customer Service, Clerical Skills, Appointment Scheduling, Outlook Express, Office Equipment, Administrative..., Data Entry, Spreadsheets, Office Management, File Management, Schedules, Time Management, Outlook, QuickBooks, Hospitality, Bookkeeping, Invoicing, Self-driven, Fax, Goal Oriented, Cash Handling Experience, Oral, Team-oriented, People Skills, Accounts Receivable, Organizational...
Education
University of Phoenix 2009 — 2015
Bachelor of Applied Science (BASc), Psychology
Arbor View High School 2005 — 2009
Advanced Diploma, High School Studies
Chad Zalewski's Merrill Lynch Experience May 2013 - September 2013
Job Associate Business Technical Analyst at Highmark Inc.
Industry Insurance
Experience
Broadridge Financial Solutions January 2015 - April 2015
GNC January 2014 - November 2014
Merrill Lynch May 2013 - September 2013
Education
University of Pittsburgh
Bachelor of Science (B.S.), Finance, 3.9 GPA
Baldwin High School 2007 — 2011
Broadridge Financial Solutions January 2015 - April 2015
GNC January 2014 - November 2014
Merrill Lynch May 2013 - September 2013
Education
University of Pittsburgh
Bachelor of Science (B.S.), Finance, 3.9 GPA
Baldwin High School 2007 — 2011
Louis Spinnenweber Jr. Louis Spinnenweber Jr.'s Merrill Lynch Experience 2007 - 2008
Job Student at University of Pittsburgh College of Business Administration
Industry Accounting
Experience
L&L Cabinets 2009 - 2012
Merrill Lynch 2007 - 2008
National City Bank 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Series 24, Series 7, Series 63, Series 6, Series 65, Life & Health Insurance..., Cash Management
Education
University of Pittsburgh 2010 — 2013
BS in Business Administration, Accounting
Washington and Jefferson College 1997 — 2001
Bachelor of Arts in Business Administration, Finance
L&L Cabinets 2009 - 2012
Merrill Lynch 2007 - 2008
National City Bank 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Series 24, Series 7, Series 63, Series 6, Series 65, Life & Health Insurance..., Cash Management
Education
University of Pittsburgh 2010 — 2013
BS in Business Administration, Accounting
Washington and Jefferson College 1997 — 2001
Bachelor of Arts in Business Administration, Finance
Stan Evans's Merrill Lynch Experience May 2010 - February 2012
Job Evans Wealth Management Registered Investment Advisor..."trusted financial advice since 1981"
Industry Financial Services
Experience
Evans Wealth Management-Gallipolis March 2012 - Present
Merrill Lynch May 2010 - February 2012
Wells Fargo Advisors 2002 - 2010
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
The Ohio Company January 1983 - January 1993
Skills
Wealth Management, Personal Financial..., Monte Carlo Simulation, Modern Portfolio Theory, Public Seminars, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Wealth, Investment Management, Risk Management, Finance, Investments, Strategic Financial..., Financial Advisory, Wealth Accumulation, Portfolio Management, Financial Services, 401k, Management, Leadership, Asset Management, Equities, Financial Planning
Education
University of Phoenix 2004 — 2007
Bachelors, Business Management
Evans Wealth Management-Gallipolis March 2012 - Present
Merrill Lynch May 2010 - February 2012
Wells Fargo Advisors 2002 - 2010
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
The Ohio Company January 1983 - January 1993
Skills
Wealth Management, Personal Financial..., Monte Carlo Simulation, Modern Portfolio Theory, Public Seminars, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Wealth, Investment Management, Risk Management, Finance, Investments, Strategic Financial..., Financial Advisory, Wealth Accumulation, Portfolio Management, Financial Services, 401k, Management, Leadership, Asset Management, Equities, Financial Planning
Education
University of Phoenix 2004 — 2007
Bachelors, Business Management
Brian Trymbiski Brian Trymbiski's Merrill Lynch Experience December 2011 - June 2012
Job Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC August 2012 - Present
Investment Center of Wisconsin June 2012 - October 2012
Merrill Lynch December 2011 - June 2012
Ave Maria University August 2011 - May 2012
Ave Maria University August 2011 - December 2011
Kellogg Company May 2008 - August 2008
Skills
Investments, Marketing Strategy, Sales, Research, Management, Risk Management, Leadership, Spanish, Data Analysis, Public Speaking, PowerPoint, Strategic Planning, Series 7, Advertising Sales, Market Research, Series 66
Education
Ave Maria University 2009 — 2011
Bachelor of Arts and Sciences, Economics
Central Bucks East
University of Pittsburgh
Wells Fargo Advisors, LLC August 2012 - Present
Investment Center of Wisconsin June 2012 - October 2012
Merrill Lynch December 2011 - June 2012
Ave Maria University August 2011 - May 2012
Ave Maria University August 2011 - December 2011
Kellogg Company May 2008 - August 2008
Skills
Investments, Marketing Strategy, Sales, Research, Management, Risk Management, Leadership, Spanish, Data Analysis, Public Speaking, PowerPoint, Strategic Planning, Series 7, Advertising Sales, Market Research, Series 66
Education
Ave Maria University 2009 — 2011
Bachelor of Arts and Sciences, Economics
Central Bucks East
University of Pittsburgh
Alyssa Collins's Merrill Lynch Experience April 2012 - July 2012
Job Events Consultant and Coordinator at Soldiers & Sailors Memorial Hall
Industry Higher Education
Experience
Soldiers & Sailors Memorial Hall & Museum Trust, Inc. November 2014 - Present
Phipps Conservatory and Botanical Garden May 2014 - May 2015
Vera Bradley November 2013 - December 2014
University of Pittsburgh Facilities Management Department January 2013 - November 2014
Joann Fabrics and Crafts April 2012 - August 2013
Merrill Lynch April 2012 - July 2012
Skills
Event Planning, Event Management, Public Speaking, Social Media, Research, Customer Service, Special Events, Customer Relations, Fundraising, Editing, Microsoft Word, Organization Skills, QuarkXPress, Adobe Design Programs, PowerPoint, Facebook, Events Coordination, Corporate Events
Education
University of Pittsburgh 2011 — 2015
Communications
Plum Senior High School 2008 — 2011
High School
Soldiers & Sailors Memorial Hall & Museum Trust, Inc. November 2014 - Present
Phipps Conservatory and Botanical Garden May 2014 - May 2015
Vera Bradley November 2013 - December 2014
University of Pittsburgh Facilities Management Department January 2013 - November 2014
Joann Fabrics and Crafts April 2012 - August 2013
Merrill Lynch April 2012 - July 2012
Skills
Event Planning, Event Management, Public Speaking, Social Media, Research, Customer Service, Special Events, Customer Relations, Fundraising, Editing, Microsoft Word, Organization Skills, QuarkXPress, Adobe Design Programs, PowerPoint, Facebook, Events Coordination, Corporate Events
Education
University of Pittsburgh 2011 — 2015
Communications
Plum Senior High School 2008 — 2011
High School
Damien M. Adams Damien M. Adams's Merrill Lynch Experience January 2000 - February 2001
Job Regional Vice President of Sales at Voya Financial
Industry Financial Services
Experience
Voya Financial May 2010 - Present
Voya Financial July 2007 - May 2010
Citi August 2005 - July 2007
Wells Fargo November 2002 - August 2005
Merrill Lynch January 2000 - February 2001
Vanguard November 1998 - January 2000
Skills
Financial Planning,, Series 7, Series 63, Series 6, Series 65, Sales Management, Sales, Salesforce.com, New Business Development, Sales Process, Direct Sales, Selling, Mutual Funds, Investments, CRM
Education
University of Pittsburgh 1994 — 1997
Bachelor of Science (BS), Psychology
Voya Financial May 2010 - Present
Voya Financial July 2007 - May 2010
Citi August 2005 - July 2007
Wells Fargo November 2002 - August 2005
Merrill Lynch January 2000 - February 2001
Vanguard November 1998 - January 2000
Skills
Financial Planning,, Series 7, Series 63, Series 6, Series 65, Sales Management, Sales, Salesforce.com, New Business Development, Sales Process, Direct Sales, Selling, Mutual Funds, Investments, CRM
Education
University of Pittsburgh 1994 — 1997
Bachelor of Science (BS), Psychology
Christopher Connolly Christopher Connolly's Merrill Lynch Experience August 2012 - December 2012
Job Private Markets Analyst at Wilshire Associates
Industry Venture Capital & Private Equity
Experience
Wilshire Associates June 2015 - Present
The Hillman Company May 2014 - June 2015
BNY Mellon May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Penske Truck Leasing May 2012 - August 2012
Griffin Financial Group April 2011 - August 2011
Skills
Financial Analysis, Management, Analysis, Microsoft Excel, Private Equity, Access, Microsoft Office, Real Estate Private..., Salesforce.com, Excel, Market Research, Strategic Leadership, Teamwork, Sales, Financial Modeling, Alternative Investments, Investment Advisory, PowerPoint, Finance, Microsoft Word, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude, with Distinction
Wilson High School 2007 — 2010
Wilshire Associates June 2015 - Present
The Hillman Company May 2014 - June 2015
BNY Mellon May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Penske Truck Leasing May 2012 - August 2012
Griffin Financial Group April 2011 - August 2011
Skills
Financial Analysis, Management, Analysis, Microsoft Excel, Private Equity, Access, Microsoft Office, Real Estate Private..., Salesforce.com, Excel, Market Research, Strategic Leadership, Teamwork, Sales, Financial Modeling, Alternative Investments, Investment Advisory, PowerPoint, Finance, Microsoft Word, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude, with Distinction
Wilson High School 2007 — 2010
Charles Lombardo's Merrill Lynch Experience January 2007 - March 2008
Job VP at Macquarie Bank
Industry Investment Banking
Experience
Macquarie Futures USA Inc. March 2009 - Present
Merrill Lynch January 2007 - March 2008
ABN AMRO August 1998 - October 2007
UBS Secutities LLC 2006 - 2007
The Wilshire Group 1980 - 1981
Skills
Trading, Derivatives, Capital Markets, Electronic Trading, Financial Markets, Trading Systems, Investment Banking, Options, FX Options, Equities, Fixed Income, Commodity, Equity Derivatives, Prime Brokerage, Hedging, Middle Office, Swaps, Equity Trading, Market Data, Credit Derivatives, Series 7, Back Office, Bloomberg, Hedge Funds, Structured Products
Education
University of Phoenix
Bachelor's degree
Macquarie Futures USA Inc. March 2009 - Present
Merrill Lynch January 2007 - March 2008
ABN AMRO August 1998 - October 2007
UBS Secutities LLC 2006 - 2007
The Wilshire Group 1980 - 1981
Skills
Trading, Derivatives, Capital Markets, Electronic Trading, Financial Markets, Trading Systems, Investment Banking, Options, FX Options, Equities, Fixed Income, Commodity, Equity Derivatives, Prime Brokerage, Hedging, Middle Office, Swaps, Equity Trading, Market Data, Credit Derivatives, Series 7, Back Office, Bloomberg, Hedge Funds, Structured Products
Education
University of Phoenix
Bachelor's degree
Peter Coughlin Peter Coughlin's Merrill Lynch Experience March 2000 - September 2008
Job Global Technology Commercial Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2012 - Present
Deutsche Bank September 2008 - July 2012
Merrill Lynch March 2000 - September 2008
Skills
Software Development, Software Project..., Software License..., Software Licensing, Software Licensing..., Contract Negotiation, Contract Management, Vendor Management, Technical Recruiting, sofware compliance, Third Party Vendor..., Vendor Management Skills, Vendor Contracts, Project Planning, MS Project, Project Coordination, Project Delivery, Vendor Goverance, Global Sourcing, Procurement, Procure-to-Pay, Procurement Contracts, IT Procurement, ITIL Certified, IT Audit, IT Outsourcing, IT Strategy, IT Service Management, Project Governance, Governance, Corporate Governance, Risk Management, Risk Assessment, Risk Analytics, Performance Metrics, Metrics Reporting, Key Metrics, Supplier Negotiation, Supplier Evaluation, Supplier Sourcing, Supplier Performance, Supplier Risk Management, RFP Generation, RFP Design, Best Practices, Contractual Agreements, Contractor Management
Education
University of Phoenix
Bachelor of Science (BS), Computer Science
Deutsche Bank July 2012 - Present
Deutsche Bank September 2008 - July 2012
Merrill Lynch March 2000 - September 2008
Skills
Software Development, Software Project..., Software License..., Software Licensing, Software Licensing..., Contract Negotiation, Contract Management, Vendor Management, Technical Recruiting, sofware compliance, Third Party Vendor..., Vendor Management Skills, Vendor Contracts, Project Planning, MS Project, Project Coordination, Project Delivery, Vendor Goverance, Global Sourcing, Procurement, Procure-to-Pay, Procurement Contracts, IT Procurement, ITIL Certified, IT Audit, IT Outsourcing, IT Strategy, IT Service Management, Project Governance, Governance, Corporate Governance, Risk Management, Risk Assessment, Risk Analytics, Performance Metrics, Metrics Reporting, Key Metrics, Supplier Negotiation, Supplier Evaluation, Supplier Sourcing, Supplier Performance, Supplier Risk Management, RFP Generation, RFP Design, Best Practices, Contractual Agreements, Contractor Management
Education
University of Phoenix
Bachelor of Science (BS), Computer Science
Adam Grove Adam Grove's Merrill Lynch Experience September 2004 - September 2007
Job Student at School of Advanced Military Studies
Industry Military
Experience
28th Infantry Division, PAARNG June 2015 - Present
School of Advanced Military Studies June 2014 - June 2015
US Army Command and General Staff College July 2013 - June 2014
56th Stryker Brigade, 28thID, PAARNG September 2012 - July 2013
28th Infantry Division, PAARNG September 2009 - August 2012
Merrill Lynch September 2004 - September 2007
Skills
Command, Military Operations, Military, Strategic Planning, Leadership, Competitive Analysis, Teaching, Project Planning, DoD, Government, Team Building, Training
Education
U.S. Army Command and General Staff College 2014 — 2015
Master of Military Art and Science, Military Operational Art and Science/Studies
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Business Administration, Management and Operations
University of Pittsburgh 1991 — 2000
BA Sociology, Social Research
28th Infantry Division, PAARNG June 2015 - Present
School of Advanced Military Studies June 2014 - June 2015
US Army Command and General Staff College July 2013 - June 2014
56th Stryker Brigade, 28thID, PAARNG September 2012 - July 2013
28th Infantry Division, PAARNG September 2009 - August 2012
Merrill Lynch September 2004 - September 2007
Skills
Command, Military Operations, Military, Strategic Planning, Leadership, Competitive Analysis, Teaching, Project Planning, DoD, Government, Team Building, Training
Education
U.S. Army Command and General Staff College 2014 — 2015
Master of Military Art and Science, Military Operational Art and Science/Studies
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Business Administration, Management and Operations
University of Pittsburgh 1991 — 2000
BA Sociology, Social Research
scott burchett's Merrill Lynch Experience May 1998 - October 2002
Job Sales Rep at Hosted Dialer
Industry Business Supplies and Equipment
Experience
Hosted Dialer October 2009 - Present
HP January 2005 - June 2007
Citi Group November 2002 - June 2004
Merrill Lynch May 1998 - October 2002
Ralph Schomp Automotive 1995 - 1997
Ford Motor Company 1991 - 1993
Skills
Predictive Dialers, Dialer Management, Sales, Lead Generation, CRM, Direct Sales, Sales Management, Sales Process, Selling, New Business Development, Customer Service, Online Advertising, Account Management, PowerPoint, Team Building, Salesforce.com, Customer Acquisition, Customer Retention, Social Media Marketing, Marketing Strategy, Online Marketing, B2B, Email Marketing, Digital Marketing
Education
University of Phoenix-Southern Colorado Campus 2000 — 2001
Certification, A Plus and Net Plus
Elizabeth High School, Colorado 1986 — 1990
Diploma, General Studies, 12
Hosted Dialer October 2009 - Present
HP January 2005 - June 2007
Citi Group November 2002 - June 2004
Merrill Lynch May 1998 - October 2002
Ralph Schomp Automotive 1995 - 1997
Ford Motor Company 1991 - 1993
Skills
Predictive Dialers, Dialer Management, Sales, Lead Generation, CRM, Direct Sales, Sales Management, Sales Process, Selling, New Business Development, Customer Service, Online Advertising, Account Management, PowerPoint, Team Building, Salesforce.com, Customer Acquisition, Customer Retention, Social Media Marketing, Marketing Strategy, Online Marketing, B2B, Email Marketing, Digital Marketing
Education
University of Phoenix-Southern Colorado Campus 2000 — 2001
Certification, A Plus and Net Plus
Elizabeth High School, Colorado 1986 — 1990
Diploma, General Studies, 12
Mary Brown's Merrill Lynch Experience September 2008 - Present
Job Registered Senior Client Associate
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Brown's Spice Company LLC September 2012 - February 2014
First Priority Financial June 2003 - September 2008
New York Life Insurance Company October 2002 - June 2003
Skills
Fashion, Customer Service, Event Planning, Account Management, Social Media, Apparel, Team Leadership, Public Relations, Retail, Advertising, Public Speaking, Merchandising, Trend Analysis, Entrepreneurship, Sales, Marketing, Strategic Planning
Education
University of Phoenix
BS, Management
Merrill Lynch September 2008 - Present
Brown's Spice Company LLC September 2012 - February 2014
First Priority Financial June 2003 - September 2008
New York Life Insurance Company October 2002 - June 2003
Skills
Fashion, Customer Service, Event Planning, Account Management, Social Media, Apparel, Team Leadership, Public Relations, Retail, Advertising, Public Speaking, Merchandising, Trend Analysis, Entrepreneurship, Sales, Marketing, Strategic Planning
Education
University of Phoenix
BS, Management
Casey Boles Casey Boles's Merrill Lynch Experience November 2000 - June 2005
Job Network Services Supervisor at Eugene Water & Electric Board (EWEB)
Industry Information Technology and Services
Experience
Eugene Water & Electric Board (EWEB) April 2012 - Present
Benton County January 2008 - July 2012
Benton County June 2005 - January 2008
Merrill Lynch November 2000 - June 2005
US Navy November 1994 - November 2000
Skills
Active Directory, SharePoint, Process Improvement, Servers, Incident Management, VMware ESX, Business Analysis, Windows 7, .NET, Change Management, IT Service Management, Enterprise Architecture, Microsoft Office, Business Continuity, Team Leadership, Data Analysis, Computer Security, Program Management, Infrastructure, Network Security
Education
University of Phoenix 2003 — 2004
Master of Science, Computer Information Systems
University of Phoenix 2001 — 2003
Bachelor of Science, Information Technology
Vincennes University 1999 — 2000
Associate in Science, General
Eugene Water & Electric Board (EWEB) April 2012 - Present
Benton County January 2008 - July 2012
Benton County June 2005 - January 2008
Merrill Lynch November 2000 - June 2005
US Navy November 1994 - November 2000
Skills
Active Directory, SharePoint, Process Improvement, Servers, Incident Management, VMware ESX, Business Analysis, Windows 7, .NET, Change Management, IT Service Management, Enterprise Architecture, Microsoft Office, Business Continuity, Team Leadership, Data Analysis, Computer Security, Program Management, Infrastructure, Network Security
Education
University of Phoenix 2003 — 2004
Master of Science, Computer Information Systems
University of Phoenix 2001 — 2003
Bachelor of Science, Information Technology
Vincennes University 1999 — 2000
Associate in Science, General
Scott Casper's Merrill Lynch Experience September 1995 - February 1997
Job Associate
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
United States Army Reserve April 2007 - Present
Chase Paymentech November 2012 - December 2014
Franklin Templeton Investments August 2003 - October 2012
Intel Corporation August 1998 - July 2003
American Express January 1998 - August 1998
ProModel Corporation June 1997 - December 1997
Merrill Lynch September 1995 - February 1997
United States Army Reserve September 1991 - August 1995
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion June 1993 - July 1995
Skills
Military Experience, Process Improvement, Penetration Testing, Teaching, Security Clearance, Project Management, Goal-driven leader, Marksmanship, Engaging Public Speaker, Information Security..., Information Security..., Compliance PCI, Email Infrastructure, Email Systems, Information Security..., Combat Engineering, Psychological Operations, Psychological Assessment, Social Engineering, SDLC, Team Leadership, Exchange 2010/2007/2003, Mountaineering, Strategic Public..., Public Relations
Education
University of Phoenix 2007 — 2010
PSYCHOLOGY
Utah Valley Community College 1996 — 1998
JPMorgan Chase & Co. January 2015 - Present
United States Army Reserve April 2007 - Present
Chase Paymentech November 2012 - December 2014
Franklin Templeton Investments August 2003 - October 2012
Intel Corporation August 1998 - July 2003
American Express January 1998 - August 1998
ProModel Corporation June 1997 - December 1997
Merrill Lynch September 1995 - February 1997
United States Army Reserve September 1991 - August 1995
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion June 1993 - July 1995
Skills
Military Experience, Process Improvement, Penetration Testing, Teaching, Security Clearance, Project Management, Goal-driven leader, Marksmanship, Engaging Public Speaker, Information Security..., Information Security..., Compliance PCI, Email Infrastructure, Email Systems, Information Security..., Combat Engineering, Psychological Operations, Psychological Assessment, Social Engineering, SDLC, Team Leadership, Exchange 2010/2007/2003, Mountaineering, Strategic Public..., Public Relations
Education
University of Phoenix 2007 — 2010
PSYCHOLOGY
Utah Valley Community College 1996 — 1998
beatrice simpkins beatrice simpkins's Merrill Lynch Experience January 1978 - January 1989
Job Contracts Manager at The Salvation Army
Industry Nonprofit Organization Management
Experience
The Salvation Army April 2012 - Present
Metrolina AIDS Project March 2009 - February 2010
Saint Michael's Medical Center January 2001 - January 2009
Building an Empire, Inc January 2001 - January 2004
Urban League of Hudson County January 1993 - January 2000
Merrill Lynch January 1978 - January 1989
Skills
Nonprofit management
Education
Rutgers - SPAA Newark 2013 — 2015
Executive Masters In Public Administration, Public Administration and nonprofit management, 4.0
University of Phoenix 2011 — 2013
BSM, Business Management with concentration in public administration, 3.79
UNC at Chapel Hill 2008 — 2009
Certificate, Emergin Leaders in Public Health
The Salvation Army April 2012 - Present
Metrolina AIDS Project March 2009 - February 2010
Saint Michael's Medical Center January 2001 - January 2009
Building an Empire, Inc January 2001 - January 2004
Urban League of Hudson County January 1993 - January 2000
Merrill Lynch January 1978 - January 1989
Skills
Nonprofit management
Education
Rutgers - SPAA Newark 2013 — 2015
Executive Masters In Public Administration, Public Administration and nonprofit management, 4.0
University of Phoenix 2011 — 2013
BSM, Business Management with concentration in public administration, 3.79
UNC at Chapel Hill 2008 — 2009
Certificate, Emergin Leaders in Public Health
Bob Davis Bob Davis's Merrill Lynch Experience December 1993 - February 2007
Job Technical Delivery Management at AmeriHealth Caritas
Industry Management Consulting
Experience
AmeriHealth Caritas July 2014 - Present
Soul-Patrol.com June 1996 - Present
Lincoln Financial Group April 2013 - May 2014
BNY Mellon May 2012 - March 2013
Origin Digital (An Accenture Company) December 2010 - June 2011
RadioIO.com October 2007 - January 2011
Merrill Lynch December 1993 - February 2007
Prodigy Online Services April 1996 - January 2003
Rhodia January 1991 - December 1993
AT&T April 1979 - August 1991
Skills
Web Project Management, Strategic Planning, Program Management, Product Management, Digital Media, Change Management, Internet Strategy, Business Relationship..., CMMI, Agile Project Management, Radio Broadcasting, Music Industry, Software Project..., Live Events, Process Improvement, Mentoring, E-commerce, Business Analysis, Project Management, Governance, Entertainment, Entrepreneurship, Editorial, Metadata Management, Financial Services, Gap Analysis, Web Content Management, Workshop Facilitation, Customer Engagement, Community Management, Communication Training, Business Case, SDLC, Risk Management, Integration, PMO, CRM, Analytics, Leadership, Management, Agile Methodologies, SharePoint, Project Portfolio..., Cross-functional Team..., Social Networking, Enterprise Software, Vendor Management, Project Planning, Analysis, Business Development
Education
University of Pittsburgh 1973 — 1978
BA
AmeriHealth Caritas July 2014 - Present
Soul-Patrol.com June 1996 - Present
Lincoln Financial Group April 2013 - May 2014
BNY Mellon May 2012 - March 2013
Origin Digital (An Accenture Company) December 2010 - June 2011
RadioIO.com October 2007 - January 2011
Merrill Lynch December 1993 - February 2007
Prodigy Online Services April 1996 - January 2003
Rhodia January 1991 - December 1993
AT&T April 1979 - August 1991
Skills
Web Project Management, Strategic Planning, Program Management, Product Management, Digital Media, Change Management, Internet Strategy, Business Relationship..., CMMI, Agile Project Management, Radio Broadcasting, Music Industry, Software Project..., Live Events, Process Improvement, Mentoring, E-commerce, Business Analysis, Project Management, Governance, Entertainment, Entrepreneurship, Editorial, Metadata Management, Financial Services, Gap Analysis, Web Content Management, Workshop Facilitation, Customer Engagement, Community Management, Communication Training, Business Case, SDLC, Risk Management, Integration, PMO, CRM, Analytics, Leadership, Management, Agile Methodologies, SharePoint, Project Portfolio..., Cross-functional Team..., Social Networking, Enterprise Software, Vendor Management, Project Planning, Analysis, Business Development
Education
University of Pittsburgh 1973 — 1978
BA
Vasanth Kutty, MBA, PMP Vasanth Kutty, MBA, PMP's Merrill Lynch Experience October 1997 - June 2000
Job VP Technology at C3 Systems
Industry Information Technology and Services
Experience
C3 Systems June 2012 - Present
OST Global July 2005 - June 2012
HUD 2005 - 2012
Independent Consulting January 2008 - December 2011
SAIC August 2003 - July 2005
Intertel Communications February 2003 - August 2003
Lucent Technologies June 2000 - February 2003
Merrill Lynch October 1997 - June 2000
Skills
Integration, Business Intelligence, Risk Management, Strategic Planning, Quality Control, Cost Management, Service Level Agreements, Time Management, SDLC, PMP, CMMI, Program Management, Enterprise Architecture, Software Project..., Requirements Analysis, Standards Development, Agile Methodologies, Vendor Management, ITIL, Solution Architecture, Leadership, Team Leadership, Cross-functional Team..., Software Development
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
NMAMIT, Nitte 1990 — 1994
B Tech, Computer Science and Engineering
C3 Systems June 2012 - Present
OST Global July 2005 - June 2012
HUD 2005 - 2012
Independent Consulting January 2008 - December 2011
SAIC August 2003 - July 2005
Intertel Communications February 2003 - August 2003
Lucent Technologies June 2000 - February 2003
Merrill Lynch October 1997 - June 2000
Skills
Integration, Business Intelligence, Risk Management, Strategic Planning, Quality Control, Cost Management, Service Level Agreements, Time Management, SDLC, PMP, CMMI, Program Management, Enterprise Architecture, Software Project..., Requirements Analysis, Standards Development, Agile Methodologies, Vendor Management, ITIL, Solution Architecture, Leadership, Team Leadership, Cross-functional Team..., Software Development
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
NMAMIT, Nitte 1990 — 1994
B Tech, Computer Science and Engineering
Richard Rios's Merrill Lynch Experience October 1992 - October 1998
Job Financial AdvisorVice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Stanley Smith Barney March 2008 - April 2012
Wachovia Securities October 1998 - March 2008
Merrill Lynch October 1992 - October 1998
Education
University of Pittsburgh 1985 — 1990
BA, Economics/Business
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Stanley Smith Barney March 2008 - April 2012
Wachovia Securities October 1998 - March 2008
Merrill Lynch October 1992 - October 1998
Education
University of Pittsburgh 1985 — 1990
BA, Economics/Business
Andrew McClusky Andrew McClusky's Merrill Lynch Experience June 2015 - Present
Job Research Assistant at Merril Lynch
Industry International Affairs
Experience
Merrill Lynch June 2015 - Present
University of Pittsburgh August 2014 - Present
National Armory February 2014 - August 2014
Congressman Bill Johnson August 2013 - December 2013
Canfield Beverage February 2012 - September 2013
Student Government Association August 2012 - January 2013
AIESEC United States September 2011 - January 2012
Miami Investment Club September 2010 - December 2010
FMB Contractors June 2010 - August 2010
Skills
Spanish-speaking, Romanian, International Relations, Intercultural..., Cultural Awareness, International..., Social Entrepreneurship, Research, Non-profits, Political Science, Diplomacy, Foreign Affairs, Public Relations, NGOs, Policy Analysis, Microsoft Office, Spanish, Cultural Diversity, Community Outreach, Fundraising, Social Media
Education
University of Pittsburgh 2014 — 2016
Master's Degree, Security and Intelligence Studies
Youngstown State University 2010 — 2014
Political Science, Foreign Affairs, Senior
Miami University, Oxford 2010 — 2012
Bachelor of Arts, International Studies
Merrill Lynch June 2015 - Present
University of Pittsburgh August 2014 - Present
National Armory February 2014 - August 2014
Congressman Bill Johnson August 2013 - December 2013
Canfield Beverage February 2012 - September 2013
Student Government Association August 2012 - January 2013
AIESEC United States September 2011 - January 2012
Miami Investment Club September 2010 - December 2010
FMB Contractors June 2010 - August 2010
Skills
Spanish-speaking, Romanian, International Relations, Intercultural..., Cultural Awareness, International..., Social Entrepreneurship, Research, Non-profits, Political Science, Diplomacy, Foreign Affairs, Public Relations, NGOs, Policy Analysis, Microsoft Office, Spanish, Cultural Diversity, Community Outreach, Fundraising, Social Media
Education
University of Pittsburgh 2014 — 2016
Master's Degree, Security and Intelligence Studies
Youngstown State University 2010 — 2014
Political Science, Foreign Affairs, Senior
Miami University, Oxford 2010 — 2012
Bachelor of Arts, International Studies
BONNIE STALEY BONNIE STALEY's Merrill Lynch Experience May 1970 - May 1975
Job
Industry
Experience
PNC June 2000 - March 2006
Dominion December 1999 - June 2000
CNG June 1997 - December 1999
CBS Corporation June 1975 - May 1997
Merrill Lynch May 1970 - May 1975
Skills
Management, Project Management, Customer Service, Telecommunications, Operations Management, Treasury Management, Banking, Disaster Recovery, Data Warehousing, Operational Planning, Computer Network..., Operational Risk..., Vendor Management, Business Process, Quality Management, Data Communications, Call Centers, Customer Satisfaction, Computer Security, Computer Repair, Computer Hardware, Corporate Communications, Strategic Communications, Process Excellence, Coaching Staff
Education
University of Pittsburgh
Bachelor's degree
PNC June 2000 - March 2006
Dominion December 1999 - June 2000
CNG June 1997 - December 1999
CBS Corporation June 1975 - May 1997
Merrill Lynch May 1970 - May 1975
Skills
Management, Project Management, Customer Service, Telecommunications, Operations Management, Treasury Management, Banking, Disaster Recovery, Data Warehousing, Operational Planning, Computer Network..., Operational Risk..., Vendor Management, Business Process, Quality Management, Data Communications, Call Centers, Customer Satisfaction, Computer Security, Computer Repair, Computer Hardware, Corporate Communications, Strategic Communications, Process Excellence, Coaching Staff
Education
University of Pittsburgh
Bachelor's degree
Bic Nguyen's Merrill Lynch Experience October 2006 - 2008
Job Store Manager at Tiffany Nails & Spa
Industry Financial Services
Experience
Inside Trading Report August 2011 - Present
Tiffany Nails & Spa September 2009 - Present
Pasco-Hernando State College/Hillsboroug Community College August 2012 - April 2014
Merrill Lynch October 2006 - 2008
Catalina Marketing Corp August 2004 - 2006
Education
University of Pittsburgh 1998 — 2004
Bachelor's degree Art/Science, Business/Information of Technology
Inside Trading Report August 2011 - Present
Tiffany Nails & Spa September 2009 - Present
Pasco-Hernando State College/Hillsboroug Community College August 2012 - April 2014
Merrill Lynch October 2006 - 2008
Catalina Marketing Corp August 2004 - 2006
Education
University of Pittsburgh 1998 — 2004
Bachelor's degree Art/Science, Business/Information of Technology
Shahrooz Bhopti's Merrill Lynch Experience June 2011 - February 2012
Job Director of Technology at Medikly
Industry Information Technology and Services
Experience
Medikly October 2014 - Present
Next Wave Network October 2003 - Present
Medikly October 2014 - November 2014
Diageo June 2014 - September 2014
Fujitsu February 2014 - May 2014
Honda Aero, Inc March 2014 - April 2014
Bank of America October 2012 - December 2013
KPMG US May 2012 - August 2012
Merrill Lynch June 2011 - February 2012
ICBC Financial Services September 2010 - March 2011
Skills
Salesforce.com, Microsoft Excel, SAS, PowerPoint, SAP, Essbase, Oracle, SSIS, SSRS, Agile Project Management, SSAS, SharePoint Designer, Tableau, Spotfire, QlikTech QlickView, Adobe Creative Suite, Microsoft Dynamics, Microsoft SQL Server, Microsoft Exchange, Microsoft Office, Visio, Endeca, Exadata, Hyperion, OBIEE, OBIU, ODM, Business Objects, Crystal Reports, PowerDesigner, Red Hat Linux, Solaris, Mac OS X, IBM AS/400, Cisco Routers, Citrix, ODBC, Business Intelligence, Business Process..., CMMI, Information Lifecycle..., Distributed..., Master Data Management, Metadata Governance, Scrum, Six Sigma, Unified Modeling..., Use Case Analysis, Waterfall SDLC..., SQL
Education
University of Pittsburgh 1996 — 2002
BSBA in Finance; Phi Eta Sigma (National Honors Fraternity), Finance & Managing Information Systems
west windsor plainsboro 1992 — 1996
Medikly October 2014 - Present
Next Wave Network October 2003 - Present
Medikly October 2014 - November 2014
Diageo June 2014 - September 2014
Fujitsu February 2014 - May 2014
Honda Aero, Inc March 2014 - April 2014
Bank of America October 2012 - December 2013
KPMG US May 2012 - August 2012
Merrill Lynch June 2011 - February 2012
ICBC Financial Services September 2010 - March 2011
Skills
Salesforce.com, Microsoft Excel, SAS, PowerPoint, SAP, Essbase, Oracle, SSIS, SSRS, Agile Project Management, SSAS, SharePoint Designer, Tableau, Spotfire, QlikTech QlickView, Adobe Creative Suite, Microsoft Dynamics, Microsoft SQL Server, Microsoft Exchange, Microsoft Office, Visio, Endeca, Exadata, Hyperion, OBIEE, OBIU, ODM, Business Objects, Crystal Reports, PowerDesigner, Red Hat Linux, Solaris, Mac OS X, IBM AS/400, Cisco Routers, Citrix, ODBC, Business Intelligence, Business Process..., CMMI, Information Lifecycle..., Distributed..., Master Data Management, Metadata Governance, Scrum, Six Sigma, Unified Modeling..., Use Case Analysis, Waterfall SDLC..., SQL
Education
University of Pittsburgh 1996 — 2002
BSBA in Finance; Phi Eta Sigma (National Honors Fraternity), Finance & Managing Information Systems
west windsor plainsboro 1992 — 1996
Doug Scroggins's Merrill Lynch Experience April 2014 - Present
Job Vice President, Business Strategy
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
RR Donnelley June 2013 - December 2013
Capita Communications January 2012 - June 2013
Capita April 2010 - January 2012
The DLS Experience January 2000 - April 2010
e-doc Group PLC September 1997 - September 2000
OfficeMax March 1995 - August 1997
Xerox 1993 - 1995
BBN Communications 1986 - 1993
Skills
Document Management, Sales Management, New Business Development, Account Management, Business Strategy, Strategic Planning, Marketing Strategy, Team Leadership, Contract Negotiation, Customer Relations, Mentoring, Negotiation, Solution Selling, Change Management, Customer Service, Business Development, Communication, E-commerce, Enterprise Software, Leadership, Process Improvement, Strategy
Education
University of Phoenix 1990 — 1992
BS, Business Adminstration, 3.7 GPA
Coach University - Personal and Professional Development Training
Dale Carnegie Sales Training
Xerox Buyer Focused Sales Training
Merrill Lynch April 2014 - Present
RR Donnelley June 2013 - December 2013
Capita Communications January 2012 - June 2013
Capita April 2010 - January 2012
The DLS Experience January 2000 - April 2010
e-doc Group PLC September 1997 - September 2000
OfficeMax March 1995 - August 1997
Xerox 1993 - 1995
BBN Communications 1986 - 1993
Skills
Document Management, Sales Management, New Business Development, Account Management, Business Strategy, Strategic Planning, Marketing Strategy, Team Leadership, Contract Negotiation, Customer Relations, Mentoring, Negotiation, Solution Selling, Change Management, Customer Service, Business Development, Communication, E-commerce, Enterprise Software, Leadership, Process Improvement, Strategy
Education
University of Phoenix 1990 — 1992
BS, Business Adminstration, 3.7 GPA
Coach University - Personal and Professional Development Training
Dale Carnegie Sales Training
Xerox Buyer Focused Sales Training
Diana Hastings's Merrill Lynch Experience 2006 - August 2010
Job Leadership Development at Bank of America
Industry Financial Services
Experience
Bank of America January 2012 - Present
Bank of America 2012 - Present
Merrill Lynch 2006 - August 2010
Merrill Lynch January 2002 - January 2006
Merrill Lynch January 2001 - January 2002
Merrill Lynch January 1998 - January 2001
Merrill Lynch May 1996 - January 1998
Education
University of Pittsburgh 1991 — 1996
BA, Math, Business, Economics
Bank of America January 2012 - Present
Bank of America 2012 - Present
Merrill Lynch 2006 - August 2010
Merrill Lynch January 2002 - January 2006
Merrill Lynch January 2001 - January 2002
Merrill Lynch January 1998 - January 2001
Merrill Lynch May 1996 - January 1998
Education
University of Pittsburgh 1991 — 1996
BA, Math, Business, Economics
Todd McMannus's Merrill Lynch Experience September 2000 - February 2008
Job Special Education Teacher at Newport Elementary
Industry Internet
Experience
Newport Elementary November 2008 - Present
Robinwood Church of Huntington Beach, California 2006 - Present
Merrill Lynch September 2000 - February 2008
Education
University of Phoenix 2006 — 2008
Master of Arts, Special Education
DeVry University 1998 — 2002
Bachelor of Science, Computer Information Systems
Newport Elementary November 2008 - Present
Robinwood Church of Huntington Beach, California 2006 - Present
Merrill Lynch September 2000 - February 2008
Education
University of Phoenix 2006 — 2008
Master of Arts, Special Education
DeVry University 1998 — 2002
Bachelor of Science, Computer Information Systems
Karen Scheer's Merrill Lynch Experience 1995 - 1998
Job Program Manager at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente August 2012 - Present
Mutual of Omaha Bank November 2008 - August 2012
BNC National Bank August 2008 - November 2008
First National Bank of Arizona December 2003 - August 2008
Agilent Technologies 2001 - 2003
Galileo/United Airlines (Denver International Airport) May 1998 - April 2001
Merrill Lynch 1995 - 1998
Skills
Vendor Management, Leadership, Strategic Planning, Process Improvement, Governance, Business Analysis, Business Development, Team Leadership, Program Management, Contract Negotiation, Information Technology, Executive Management, Risk Management, Project Portfolio..., Business Process..., Change Management, Cross-functional Team..., Budgets, CRM, Software Development, RFP, Leadership Development, PMO, IT Governance, Contract Negotiations, Research, Vendor Relations, Mentoring, Compliance, PCI Standards, Credit Card Transaction..., EMV, Management, Strategy, SDLC
Education
University of Phoenix 2002 — 2005
Bachelors of Science, Business Management
Kaiser Permanente August 2012 - Present
Mutual of Omaha Bank November 2008 - August 2012
BNC National Bank August 2008 - November 2008
First National Bank of Arizona December 2003 - August 2008
Agilent Technologies 2001 - 2003
Galileo/United Airlines (Denver International Airport) May 1998 - April 2001
Merrill Lynch 1995 - 1998
Skills
Vendor Management, Leadership, Strategic Planning, Process Improvement, Governance, Business Analysis, Business Development, Team Leadership, Program Management, Contract Negotiation, Information Technology, Executive Management, Risk Management, Project Portfolio..., Business Process..., Change Management, Cross-functional Team..., Budgets, CRM, Software Development, RFP, Leadership Development, PMO, IT Governance, Contract Negotiations, Research, Vendor Relations, Mentoring, Compliance, PCI Standards, Credit Card Transaction..., EMV, Management, Strategy, SDLC
Education
University of Phoenix 2002 — 2005
Bachelors of Science, Business Management
Sanjeev Welling's Merrill Lynch Experience October 1995 - May 1999
Job VicePresident Health and Life Sciences at NTT DATA Americas
Industry Information Technology and Services
Experience
NTT DATA Americas April 2015 - Present
NTT Data India (GDS) April 2009 - April 2015
Intelligroup February 2007 - March 2009
TACT 2002 - 2006
International Object Technology January 1998 - July 2002
IOT 1999 - 2002
Merrill Lynch October 1995 - May 1999
Tata Unisys January 1993 - September 1993
Mafatlal Consultancy Services January 1992 - September 1993
Mafatlal Consultancy 1992 - 1993
Skills
Turn Around Management, Talent Acquisition, Pre-sales, Channel Strategy, Business Alliances, Business Development, Business Intelligence, CRM, IT Strategy, Enterprise Software, Vendor Management, ERP, Go-to-market Strategy, Global Delivery, Outsourcing, Partner Management, Program Management, Business Analysis, Team Management, Leadership, Consulting, Strategy, Management, Business Process, IT Service Management, SaaS
Education
University of Phoenix 2005 — 2007
MBA, Global Managment
Mumbai University 1988 — 1991
B.E. (Hons), Electronic Engineering
Swami Vivekanand College - Chembur 1985 — 1988
Diploma in Industrial Electronics, Industrial Electronics
NTT DATA Americas April 2015 - Present
NTT Data India (GDS) April 2009 - April 2015
Intelligroup February 2007 - March 2009
TACT 2002 - 2006
International Object Technology January 1998 - July 2002
IOT 1999 - 2002
Merrill Lynch October 1995 - May 1999
Tata Unisys January 1993 - September 1993
Mafatlal Consultancy Services January 1992 - September 1993
Mafatlal Consultancy 1992 - 1993
Skills
Turn Around Management, Talent Acquisition, Pre-sales, Channel Strategy, Business Alliances, Business Development, Business Intelligence, CRM, IT Strategy, Enterprise Software, Vendor Management, ERP, Go-to-market Strategy, Global Delivery, Outsourcing, Partner Management, Program Management, Business Analysis, Team Management, Leadership, Consulting, Strategy, Management, Business Process, IT Service Management, SaaS
Education
University of Phoenix 2005 — 2007
MBA, Global Managment
Mumbai University 1988 — 1991
B.E. (Hons), Electronic Engineering
Swami Vivekanand College - Chembur 1985 — 1988
Diploma in Industrial Electronics, Industrial Electronics
Theresa O'Shell's Merrill Lynch Experience Marketing AssistantSiemensMarch 2004 - August 2005
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Marketing AssistantSiemensMarch 2004 - August 2005
Education
University of Phoenix 2000 — 2004
Merrill Lynch Marketing AssistantSiemensMarch 2004 - August 2005
Education
University of Phoenix 2000 — 2004
Kelly Berner's Merrill Lynch Experience May 1999 - October 2000
Job Homemaker
Industry Financial Services
Experience
Michigan Community Insurance Agency May 2004 - October 2005
American Benefit Consultants May 2003 - April 2004
Morgan Stanley October 2000 - April 2003
Merrill Lynch May 1999 - October 2000
Skills
Entrepreneurship, Marketing Management, Marketing Communications
Education
University of Phoenix 2002 — 2005
Michigan Community Insurance Agency May 2004 - October 2005
American Benefit Consultants May 2003 - April 2004
Morgan Stanley October 2000 - April 2003
Merrill Lynch May 1999 - October 2000
Skills
Entrepreneurship, Marketing Management, Marketing Communications
Education
University of Phoenix 2002 — 2005
Jeffrey Fino's Merrill Lynch Experience November 2004 - December 2010
Job Customer Support Analyst at Verizon
Industry Information Technology and Services
Experience
Verizon January 2011 - Present
Merrill Lynch November 2004 - December 2010
Xpressbet October 2004 - January 2005
Indiana University of Pennsylvania September 2001 - April 2003
Skills
Training, Time Management, CRM, Process Improvement, Account Management, Accounting, Agile Methodologies, Analysis, Business Analysis, Call Centers, Customer Experience, Customer Satisfaction, Data Analysis, Databases, Human Resources, IT Management, IT Service Management, Information Technology, Leadership, Management, Oracle, Program Management, Research, Team Leadership, Technical Support, Troubleshooting, System Administration, SharePoint, Access, Networking, Team Management, Telecommunications, Strategy, IT Strategy, SDLC, VMware, Windows Server, Windows 7
Education
University of Phoenix 2007 — 2008
MBA, Technology Management
University of Phoenix 2004 — 2006
BS, Information Technology
Verizon January 2011 - Present
Merrill Lynch November 2004 - December 2010
Xpressbet October 2004 - January 2005
Indiana University of Pennsylvania September 2001 - April 2003
Skills
Training, Time Management, CRM, Process Improvement, Account Management, Accounting, Agile Methodologies, Analysis, Business Analysis, Call Centers, Customer Experience, Customer Satisfaction, Data Analysis, Databases, Human Resources, IT Management, IT Service Management, Information Technology, Leadership, Management, Oracle, Program Management, Research, Team Leadership, Technical Support, Troubleshooting, System Administration, SharePoint, Access, Networking, Team Management, Telecommunications, Strategy, IT Strategy, SDLC, VMware, Windows Server, Windows 7
Education
University of Phoenix 2007 — 2008
MBA, Technology Management
University of Phoenix 2004 — 2006
BS, Information Technology
Kelly Vannozzi's Merrill Lynch Experience January 2000 - January 2003
Job Director Human Resources at Comcast
Industry Telecommunications
Experience
Comcast August 2015 - Present
Comcast March 2014 - Present
Comcast September 2011 - Present
COMCAST CORPORATION May 2008 - September 2011
Comcast September 2007 - May 2008
Comcast National Engineering July 2006 - September 2007
Comcast National Engineering April 2003 - August 2006
Merrill Lynch January 2000 - January 2003
Education
University of Phoenix
Perusing a Bachelors degree, Business Management
Comcast August 2015 - Present
Comcast March 2014 - Present
Comcast September 2011 - Present
COMCAST CORPORATION May 2008 - September 2011
Comcast September 2007 - May 2008
Comcast National Engineering July 2006 - September 2007
Comcast National Engineering April 2003 - August 2006
Merrill Lynch January 2000 - January 2003
Education
University of Phoenix
Perusing a Bachelors degree, Business Management
Robert DeMaria's Merrill Lynch Experience March 2000 - February 2001
Job Mad Scientist at Prism Brewing Company
Industry Internet
Experience
Prism Brewing April 2010 - Present
Merck April 2001 - February 2011
Merck March 2001 - March 2007
Merrill Lynch March 2000 - February 2001
APB News.com April 1999 - March 2000
Skills
Knowledge Management, E-learning, E-business, Organizational Design, E-commerce, Brewing, Small Business, craft beer, Manufacturing, E-Learning, Craft Beer, Instructional Design, Training, Training Delivery, Organizational..., Leadership, Cross-functional Team..., Leadership Development, Instructor-led Training, Blended Learning, Change Management, Learning Management, Management, Pharmaceutical Industry
Education
University of Phoenix 2007 — 2009
MBA, Business
University of Phoenix 2003 — 2007
BSB, e-Business
Trident College 1995 — 1997
AA, Television & Film
Prism Brewing April 2010 - Present
Merck April 2001 - February 2011
Merck March 2001 - March 2007
Merrill Lynch March 2000 - February 2001
APB News.com April 1999 - March 2000
Skills
Knowledge Management, E-learning, E-business, Organizational Design, E-commerce, Brewing, Small Business, craft beer, Manufacturing, E-Learning, Craft Beer, Instructional Design, Training, Training Delivery, Organizational..., Leadership, Cross-functional Team..., Leadership Development, Instructor-led Training, Blended Learning, Change Management, Learning Management, Management, Pharmaceutical Industry
Education
University of Phoenix 2007 — 2009
MBA, Business
University of Phoenix 2003 — 2007
BSB, e-Business
Trident College 1995 — 1997
AA, Television & Film
Marquita Huff-Smallwood's Merrill Lynch Experience June 1994 - December 1999
Job Human Service Professional
Industry Hospital & Health Care
Experience
Family Services, Inc. May 2011 - Present
Maxim Healthcare Services June 2001 - April 2011
Wake Forest University Baptist Medical Center 2007 - 2008
Merrill Lynch June 1994 - December 1999
New Jersey Commission for the Blind and Visually Impaired September 1992 - June 1996
Skills
Customer Relations, Interviewing, Records Management
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Human Services Management
University of Phoenix 2006 — 2008
Associate of Arts, Health Administration
Family Services, Inc. May 2011 - Present
Maxim Healthcare Services June 2001 - April 2011
Wake Forest University Baptist Medical Center 2007 - 2008
Merrill Lynch June 1994 - December 1999
New Jersey Commission for the Blind and Visually Impaired September 1992 - June 1996
Skills
Customer Relations, Interviewing, Records Management
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Human Services Management
University of Phoenix 2006 — 2008
Associate of Arts, Health Administration
Finnerty, Michael's Merrill Lynch Experience January 2007 - January 2011
Job Senior Technical Project Manager at PNC
Industry Financial Services
Experience
PNC August 2014 - Present
Bank of America January 2011 - April 2014
Merrill Lynch January 2007 - January 2011
National City Bank January 2003 - December 2006
Allegheny County October 2002 - January 2003
Carnegie Mellon University July 2002 - October 2002
Skills
SharePoint, Risk Management, IT Strategy, Process Improvement, Project Portfolio...
Education
University of Pittsburgh 1997 — 2002
B.S., Economics
University of Pittsburgh 1997 — 2002
B.S, Computer Science
PNC August 2014 - Present
Bank of America January 2011 - April 2014
Merrill Lynch January 2007 - January 2011
National City Bank January 2003 - December 2006
Allegheny County October 2002 - January 2003
Carnegie Mellon University July 2002 - October 2002
Skills
SharePoint, Risk Management, IT Strategy, Process Improvement, Project Portfolio...
Education
University of Pittsburgh 1997 — 2002
B.S., Economics
University of Pittsburgh 1997 — 2002
B.S, Computer Science
Jerome Tai's Merrill Lynch Experience January 1993 - January 1994
Job MUFG America
Industry Banking
Experience
MUFG Americas February 2015 - Present
JPMorgan Chase September 2007 - February 2015
Merrill Lynch January 1993 - January 1994
Skills
Disaster Recovery, Active Directory, Business Continuity, VPN, SDLC, Microsoft SQL Server, Enterprise Architecture, Vendor Management, SQL
Education
University of Phoenix 2003 — 2006
MUFG Americas February 2015 - Present
JPMorgan Chase September 2007 - February 2015
Merrill Lynch January 1993 - January 1994
Skills
Disaster Recovery, Active Directory, Business Continuity, VPN, SDLC, Microsoft SQL Server, Enterprise Architecture, Vendor Management, SQL
Education
University of Phoenix 2003 — 2006
Janie Gardner's Merrill Lynch Experience March 2003 - March 2011
Job Client Service Manager at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2003 - Present
Merrill Lynch March 2003 - March 2011
Skills
401k, Mutual Funds, Financial Services, Retirement, Retirement Planning, Securities
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Bank of America Merrill Lynch March 2003 - Present
Merrill Lynch March 2003 - March 2011
Skills
401k, Mutual Funds, Financial Services, Retirement, Retirement Planning, Securities
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Sheila Jefferson's Merrill Lynch Experience June 2010 - February 2013
Job Case Manager Specialist at Clara White Mission, Inc
Industry Nonprofit Organization Management
Experience
Clara White Mission, Inc February 2013 - Present
Soulpurpose.com February 2013 - Present
Blessing Others All The Time, Inc. June 2012 - Present
Merrill Lynch June 2010 - February 2013
Skills
Process Improvement, Public Speaking
Education
University of Phoenix 2004 — 2006
Clara White Mission, Inc February 2013 - Present
Soulpurpose.com February 2013 - Present
Blessing Others All The Time, Inc. June 2012 - Present
Merrill Lynch June 2010 - February 2013
Skills
Process Improvement, Public Speaking
Education
University of Phoenix 2004 — 2006
Lara Mathis's Merrill Lynch Experience 1999 - 2008
Job Board President at Jacksonville Children's Chorus
Industry Banking
Experience
Jacksonville Children's Chorus July 2009 - July 2010
Regions Bank May 2008 - June 2010
Jacksonville Childrens' Chorus 2008 - 2009
Merrill Lynch 1999 - 2008
Education
University of Phoenix
Jacksonville Children's Chorus July 2009 - July 2010
Regions Bank May 2008 - June 2010
Jacksonville Childrens' Chorus 2008 - 2009
Merrill Lynch 1999 - 2008
Education
University of Phoenix
Bob Morgart's Merrill Lynch Experience September 1982 - January 2004
Job Principal Consultant at Morgart Private Investment Counsel
Industry Management Consulting
Experience
Organizational Intelligence Advisors 2009 - Present
Morgart Private Investment Counsel February 2004 - Present
Merrill Lynch September 1982 - January 2004
Skills
Organizational..., Management Consulting, Executive Coaching, Strategic Planning, Leadership Development, Business Strategy, Entrepreneurship, Change Management, Management, Marketing, Program Management, Leadership, Consulting, Coaching, Start-ups, Training, Small Business, Team Building, Nonprofits, Public Speaking, Business Planning, Business Development, Marketing Strategy, Project Management, Investments, Fundraising, Risk Management, New Business Development
Education
University of Pittsburgh 1962 — 1976
B.A., M.A. , M.Ed., PhD work (incl. dissertation), History, Social Psychology, Education, Organizational Management
Organizational Intelligence Advisors 2009 - Present
Morgart Private Investment Counsel February 2004 - Present
Merrill Lynch September 1982 - January 2004
Skills
Organizational..., Management Consulting, Executive Coaching, Strategic Planning, Leadership Development, Business Strategy, Entrepreneurship, Change Management, Management, Marketing, Program Management, Leadership, Consulting, Coaching, Start-ups, Training, Small Business, Team Building, Nonprofits, Public Speaking, Business Planning, Business Development, Marketing Strategy, Project Management, Investments, Fundraising, Risk Management, New Business Development
Education
University of Pittsburgh 1962 — 1976
B.A., M.A. , M.Ed., PhD work (incl. dissertation), History, Social Psychology, Education, Organizational Management
Jennifer Rayford's Merrill Lynch Experience April 1996 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1996 - Present
COLEAH - Center of Love Englightment & Healing January 2004 - December 2008
Skills
Administrative..., Executive..., Financial Services, Financial Management..., Series 7, Office Management, Maintaining Strong..., Client Relations Skills, PowerPoint, Microsoft Excel, Microsoft Word, Salesforce.com, Goldmine, Retail Banking, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Merrill Lynch April 1996 - Present
COLEAH - Center of Love Englightment & Healing January 2004 - December 2008
Skills
Administrative..., Executive..., Financial Services, Financial Management..., Series 7, Office Management, Maintaining Strong..., Client Relations Skills, PowerPoint, Microsoft Excel, Microsoft Word, Salesforce.com, Goldmine, Retail Banking, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Andrew Hodnicki's Merrill Lynch Experience May 2004 - September 2004
Job Superintendent at AvalonBay Communities, Inc.
Industry Construction
Experience
AvalonBay Communities December 2014 - Present
The Whiting-Turner Contracting Company August 2006 - December 2014
NVR, Inc. May 2005 - July 2006
Northwestern Mutual May 2004 - April 2005
Merrill Lynch May 2004 - September 2004
Education
University of Pittsburgh 2001 — 2005
Bachelor of Science in Business Administration, Marketing, Finance, and Economics
South Fayette Senior High School 1997 — 2001
AvalonBay Communities December 2014 - Present
The Whiting-Turner Contracting Company August 2006 - December 2014
NVR, Inc. May 2005 - July 2006
Northwestern Mutual May 2004 - April 2005
Merrill Lynch May 2004 - September 2004
Education
University of Pittsburgh 2001 — 2005
Bachelor of Science in Business Administration, Marketing, Finance, and Economics
South Fayette Senior High School 1997 — 2001
Christine Turner's Merrill Lynch Experience February 2001 - January 2009
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank February 2009 - Present
Merrill Lynch February 2001 - January 2009
JP MorganChase 1997 - 2001
East West Consulting 1993 - 1996
Education
University of Pittsburgh 1991 — 1992
M.S., Information Science
University of Pittsburgh 1987 — 1991
B.S., Information Science
UBS Investment Bank February 2009 - Present
Merrill Lynch February 2001 - January 2009
JP MorganChase 1997 - 2001
East West Consulting 1993 - 1996
Education
University of Pittsburgh 1991 — 1992
M.S., Information Science
University of Pittsburgh 1987 — 1991
B.S., Information Science
Ken Kebel's Merrill Lynch Experience 1976 - 2001
Job at Merrill Lynch Wealth Management
Industry Computer Software
Experience
KBK Solutions NJ, LLC 2002 - Present
Bank of America Merrill Lynch August 2009 - January 2013
Merrill Lynch 1976 - 2001
Education
University of Pittsburgh 1967 — 1971
Computer Science, Economics
University of Pittsburgh 1967 — 1971
Lindenhurst High School 1963 — 1967
KBK Solutions NJ, LLC 2002 - Present
Bank of America Merrill Lynch August 2009 - January 2013
Merrill Lynch 1976 - 2001
Education
University of Pittsburgh 1967 — 1971
Computer Science, Economics
University of Pittsburgh 1967 — 1971
Lindenhurst High School 1963 — 1967
Katherine Rozpedowski, MBA's Merrill Lynch Experience October 2004 - January 2009
Job Manager at Walgreens.
Industry Hospital & Health Care
Experience
Walgreens October 2010 - Present
ITT Electronic Systems January 2010 - April 2010
Merrill Lynch October 2004 - January 2009
WRS Company 2009 - 2009
Telcordia Technologies 1999 - 2004
Telcordia Technologies March 1999 - July 2003
Associated Press 1990 - 1993
Education
University of Phoenix 2009 — 2013
Master of Business Administration (MBA)
University of Warsaw 1984 — 1989
Master's, English
Liceum Stefana Batorego
Walgreens October 2010 - Present
ITT Electronic Systems January 2010 - April 2010
Merrill Lynch October 2004 - January 2009
WRS Company 2009 - 2009
Telcordia Technologies 1999 - 2004
Telcordia Technologies March 1999 - July 2003
Associated Press 1990 - 1993
Education
University of Phoenix 2009 — 2013
Master of Business Administration (MBA)
University of Warsaw 1984 — 1989
Master's, English
Liceum Stefana Batorego
Devorah Posner's Merrill Lynch Experience 1993 - 1996
Job Posner Place
Industry Computer Networking
Experience
Dev Posner July 2002 - Present
Cap Gemini Ernst & Young May 1999 - January 2004
CIBC 1998 - 1999
McKinsey & Company March 1996 - February 1998
Merrill Lynch 1993 - 1996
JPMorgan Chase 1984 - 1993
JP Morgan 1983 - 1984
Skills
IT Strategy, Outsourcing, Business Process..., Business Intelligence, Project Management, Systems Integration, Program Management, Management Consulting, Change Management, Business Transformation, Business Analysis, Business Strategy, Cloud Computing, IT Management, Business Process
Education
University of Pittsburgh 1980 — 1982
Master of Public Administration (MPA), Managing Information Systems
University of Pittsburgh 1974 — 1978
Bachelor of Science (BS)
Dev Posner July 2002 - Present
Cap Gemini Ernst & Young May 1999 - January 2004
CIBC 1998 - 1999
McKinsey & Company March 1996 - February 1998
Merrill Lynch 1993 - 1996
JPMorgan Chase 1984 - 1993
JP Morgan 1983 - 1984
Skills
IT Strategy, Outsourcing, Business Process..., Business Intelligence, Project Management, Systems Integration, Program Management, Management Consulting, Change Management, Business Transformation, Business Analysis, Business Strategy, Cloud Computing, IT Management, Business Process
Education
University of Pittsburgh 1980 — 1982
Master of Public Administration (MPA), Managing Information Systems
University of Pittsburgh 1974 — 1978
Bachelor of Science (BS)
Susan Vince's Merrill Lynch Experience March 2011 - Present
Job Operations Team Manager AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch Insurance Group Services October 2007 - March 2009
Merrill Lynch Insurance Group Services July 2005 - October 2007
Merrill Lynch Financial Data Services January 1996 - July 2005
Computer Horizons Corporation May 1996 - December 1996
Nations Bank Corporation April 1993 - May 1996
Bank of America January 1980 - January 1989
Skills
Series 7, Mutual Funds, Six Sigma, Insurance, User Acceptance Testing
Education
University of Phoenix 1999 — 2001
Bachelors, Information Systems
Merrill Lynch March 2011 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch Insurance Group Services October 2007 - March 2009
Merrill Lynch Insurance Group Services July 2005 - October 2007
Merrill Lynch Financial Data Services January 1996 - July 2005
Computer Horizons Corporation May 1996 - December 1996
Nations Bank Corporation April 1993 - May 1996
Bank of America January 1980 - January 1989
Skills
Series 7, Mutual Funds, Six Sigma, Insurance, User Acceptance Testing
Education
University of Phoenix 1999 — 2001
Bachelors, Information Systems
Andrew Simmons, CFP®, MBA's Merrill Lynch Experience June 2007 - April 2008
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
USAA February 2011 - September 2013
MetLife October 2010 - January 2011
Chase August 2009 - March 2010
Valic June 2008 - August 2009
Merrill Lynch June 2007 - April 2008
Charles Schwab June 2005 - May 2007
ING Funds 2004 - 2005
Skills
Equities, Fixed Income, Risk Management, Derivatives, Corporate Finance, Certified Financial..., Mutual Funds, Strategic Financial..., Portfolio Management, Strategy, Analysis, Asset Allocation, Mortgage Lending, Financial Advisory, Financial Services, Uniform Combined State..., Separately Managed..., Finance, Wealth Management, Wealth, Wealth Accumulation..., Investments, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Whole Life, Universal Life, Estate Planning, Retirement, Sales, Marketing, Networking, Insurance, Banking, Series 7, Securities, 401k, 403b, Sales Management, Series 63, Investment Advisory, Investment Strategies, Small Business, Series 65, IRAs, Pensions, Asset Management, Financial Planners, Financial Planning
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
University of Wisconsin-Green Bay 1986 — 1990
BS, Business Administration
Ashwaubenon High School 1982 — 1986
Diploma, General Studies
Merrill Edge October 2013 - Present
USAA February 2011 - September 2013
MetLife October 2010 - January 2011
Chase August 2009 - March 2010
Valic June 2008 - August 2009
Merrill Lynch June 2007 - April 2008
Charles Schwab June 2005 - May 2007
ING Funds 2004 - 2005
Skills
Equities, Fixed Income, Risk Management, Derivatives, Corporate Finance, Certified Financial..., Mutual Funds, Strategic Financial..., Portfolio Management, Strategy, Analysis, Asset Allocation, Mortgage Lending, Financial Advisory, Financial Services, Uniform Combined State..., Separately Managed..., Finance, Wealth Management, Wealth, Wealth Accumulation..., Investments, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Whole Life, Universal Life, Estate Planning, Retirement, Sales, Marketing, Networking, Insurance, Banking, Series 7, Securities, 401k, 403b, Sales Management, Series 63, Investment Advisory, Investment Strategies, Small Business, Series 65, IRAs, Pensions, Asset Management, Financial Planners, Financial Planning
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
University of Wisconsin-Green Bay 1986 — 1990
BS, Business Administration
Ashwaubenon High School 1982 — 1986
Diploma, General Studies
Jon Kasso's Merrill Lynch Experience April 1995 - November 2006
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments November 2006 - Present
Fidelity Investments November 2006 - November 2008
Merrill Lynch April 1995 - November 2006
Morgan Stanley April 1995 - April 1997
Smith Barney 1986 - 1995
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Finance; IS
Trinity School
University of Pittsburgh
B.S.C.S, Computer Science. Math
Fidelity Investments November 2006 - Present
Fidelity Investments November 2006 - November 2008
Merrill Lynch April 1995 - November 2006
Morgan Stanley April 1995 - April 1997
Smith Barney 1986 - 1995
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Finance; IS
Trinity School
University of Pittsburgh
B.S.C.S, Computer Science. Math
Vickie Wooding's Merrill Lynch Experience February 2001 - June 2005
Job Loan Documentation Manager at National Franchise Acceptance, LC
Industry Financial Services
Experience
National Finance Associates, LLC July 2006 - Present
JPMorgan Chase June 2005 - July 2006
Merrill Lynch February 2001 - June 2005
LincCapital 1998 - 2001
Sanwa Business Credit 1995 - 1998
Heller Financial, Inc. 1985 - 1995
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Finance
National Finance Associates, LLC July 2006 - Present
JPMorgan Chase June 2005 - July 2006
Merrill Lynch February 2001 - June 2005
LincCapital 1998 - 2001
Sanwa Business Credit 1995 - 1998
Heller Financial, Inc. 1985 - 1995
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Finance
Matt Wells's Merrill Lynch Experience 2004 - 2005
Job Executive Creative Director at DIAM.co
Industry Media Production
Experience
DIA-M.co October 2015 - Present
Robert Half Technology March 2014 - Present
AirWatch July 2013 - Present
The Creative Group March 2014 - September 2015
AT&T September 2009 - March 2013
Verizon Business January 2008 - June 2009
AT&T December 2005 - May 2007
Merrill Lynch 2004 - 2005
Skills
Strategy, Business Development, Managed Services, Telecommunications, Solution Selling, Mergers, Direct Sales, Proposal Writing, Mergers & Acquisitions, Account Management, Consulting, Marketing, Strategic Partnerships, Selling, Sales Operations, Sales Process, Salesforce.com, Cold Calling, Networking, VoIP, Leadership, New Business Development, Cloud Computing, Management, Professional Services, Sales, Lead Generation, Contract Negotiation, B2B, Enterprise Software, Strategic Planning, Customer Service, CRM, Recruiting
Education
University of Phoenix 2010 — 2011
MBA, Business Administration
University of South Carolina - Darla Moore School of Business 2001 — 2005
BS, International Business, Finance, Management
DIA-M.co October 2015 - Present
Robert Half Technology March 2014 - Present
AirWatch July 2013 - Present
The Creative Group March 2014 - September 2015
AT&T September 2009 - March 2013
Verizon Business January 2008 - June 2009
AT&T December 2005 - May 2007
Merrill Lynch 2004 - 2005
Skills
Strategy, Business Development, Managed Services, Telecommunications, Solution Selling, Mergers, Direct Sales, Proposal Writing, Mergers & Acquisitions, Account Management, Consulting, Marketing, Strategic Partnerships, Selling, Sales Operations, Sales Process, Salesforce.com, Cold Calling, Networking, VoIP, Leadership, New Business Development, Cloud Computing, Management, Professional Services, Sales, Lead Generation, Contract Negotiation, B2B, Enterprise Software, Strategic Planning, Customer Service, CRM, Recruiting
Education
University of Phoenix 2010 — 2011
MBA, Business Administration
University of South Carolina - Darla Moore School of Business 2001 — 2005
BS, International Business, Finance, Management
Michal Baldachin's Merrill Lynch Experience 1980 - 1984
Job Senior Regulatory Developer at Merck & Co, Inc
Industry Pharmaceuticals
Experience
Merck & Co, Inc September 2002 - Present
M. F. Smith & Associates January 1993 - August 2002
Merrill Lynch 1980 - 1984
Skills
Pharmaceutical Industry, Sales Effectiveness, Pharmaceutical Sales, GMP, Oncology, Business Analysis, Programming, Project Management, Experienced Trainer, 21 CFR Part 11, Clinical Development, Market Access, SOP, Validation, Biotechnology, Regulatory Affairs, Clinical Trials, FDA, Cross-functional Team..., Regulatory Submissions, Regulatory Requirements, Pharmacovigilance, Computer System..., Vaccines
Education
University of Phoenix 2000 — 2003
Master of Science (MS), Computer and Information Sciences, General
Merck & Co, Inc September 2002 - Present
M. F. Smith & Associates January 1993 - August 2002
Merrill Lynch 1980 - 1984
Skills
Pharmaceutical Industry, Sales Effectiveness, Pharmaceutical Sales, GMP, Oncology, Business Analysis, Programming, Project Management, Experienced Trainer, 21 CFR Part 11, Clinical Development, Market Access, SOP, Validation, Biotechnology, Regulatory Affairs, Clinical Trials, FDA, Cross-functional Team..., Regulatory Submissions, Regulatory Requirements, Pharmacovigilance, Computer System..., Vaccines
Education
University of Phoenix 2000 — 2003
Master of Science (MS), Computer and Information Sciences, General
Aaron Wassenaar's Merrill Lynch Experience October 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Edward Jones March 2006 - September 2009
Adams Remco 2003 - 2006
Education
University of Phoenix 2000 — 2004
B.S., Business Management
Merrill Lynch October 2009 - Present
Edward Jones March 2006 - September 2009
Adams Remco 2003 - 2006
Education
University of Phoenix 2000 — 2004
B.S., Business Management
Jerry O'Neill, CRPC®'s Merrill Lynch Experience January 2005 - November 2012
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial February 2015 - Present
RBC October 2012 - January 2015
Merrill Lynch January 2005 - November 2012
Raytheon/Delphi January 1995 - December 2001
Education
Purdue University 1980 — 1982
Engineering
University of Phoenix
BSBAM, Business & Management
Ameriprise Financial February 2015 - Present
RBC October 2012 - January 2015
Merrill Lynch January 2005 - November 2012
Raytheon/Delphi January 1995 - December 2001
Education
Purdue University 1980 — 1982
Engineering
University of Phoenix
BSBAM, Business & Management
Paullette Smith's Merrill Lynch Experience August 2010 - Present
Job Client Associate/Resident Director's Assistant/Operations Associate
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Bank of America November 2007 - August 2010
Gwinnett County Public Schools February 2007 - October 2007
University of Phoenix September 2006 - November 2006
Countertop Supply August 2005 - August 2006
Expo Design Center July 2005 - July 2006
Kid's Cozy Room Child Care May 2000 - June 2004
Columbia Records January 1998 - April 2000
Island Def Jam Music Group September 1995 - December 1997
UCLA Neuropsychiatric Institute and Hospital March 1996 - June 1996
Education
University of Phoenix
Master of Business Administration (MBA)
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
University of Phoenix
Bachelor of Science (BS), Business Management
Merrill Lynch August 2010 - Present
Bank of America November 2007 - August 2010
Gwinnett County Public Schools February 2007 - October 2007
University of Phoenix September 2006 - November 2006
Countertop Supply August 2005 - August 2006
Expo Design Center July 2005 - July 2006
Kid's Cozy Room Child Care May 2000 - June 2004
Columbia Records January 1998 - April 2000
Island Def Jam Music Group September 1995 - December 1997
UCLA Neuropsychiatric Institute and Hospital March 1996 - June 1996
Education
University of Phoenix
Master of Business Administration (MBA)
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
University of Phoenix
Bachelor of Science (BS), Business Management
Jesus Corao's Merrill Lynch Experience 2000 - 2002
Job Vice President – Banking Manager en Citi
Industry Financial Services
Experience
Citi July 2010 - Present
Citi 2008 - 2010
Citi 2006 - 2008
Banco Mercantil 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Broker License Series 7, Proficient in Windows,..., Fixed Asset Accounting..., Gestión de cartera de..., Banca
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.)
Universidad Santa Maria 1994 — 1999
Bachelor of Business Administration (B.B.A.)
Citi July 2010 - Present
Citi 2008 - 2010
Citi 2006 - 2008
Banco Mercantil 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Broker License Series 7, Proficient in Windows,..., Fixed Asset Accounting..., Gestión de cartera de..., Banca
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.)
Universidad Santa Maria 1994 — 1999
Bachelor of Business Administration (B.B.A.)
Bryan Reilly's Merrill Lynch Experience May 2008 - August 2008
Job Chief Financial Officer at Pond Lehocky Stern Giordano
Industry Financial Services
Experience
Pond Lehocky Stern Giordano July 2010 - Present
Edward Jones May 2009 - July 2010
Merrill Lynch May 2008 - August 2008
Northwestern Mutual October 2007 - January 2008
Skills
Wealth Management, Corporate Finance, Portfolio Management, Accounting, Financial Analysis, Data Analysis, Variance Analysis, Cash Flow, Finance, Strategic Planning
Education
University of Pittsburgh 2005 — 2009
BS, Finance, Economics
Pond Lehocky Stern Giordano July 2010 - Present
Edward Jones May 2009 - July 2010
Merrill Lynch May 2008 - August 2008
Northwestern Mutual October 2007 - January 2008
Skills
Wealth Management, Corporate Finance, Portfolio Management, Accounting, Financial Analysis, Data Analysis, Variance Analysis, Cash Flow, Finance, Strategic Planning
Education
University of Pittsburgh 2005 — 2009
BS, Finance, Economics
Jeanette Kinstel's Merrill Lynch Experience 1987 - 1997
Job Vice President at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon October 1997 - Present
Merrill Lynch 1987 - 1997
Skills
Mutual Funds, Equities, ETFs, Alternative Investments, Series 7, Fixed Income, AML, Microsoft Excel, Technology, Sales Process, Global Marketing, Global Strategy, Emerging Markets, Middle Office, Back Office, Policy Analysis, HR Policies, Procedure Development, Procedure Review, System Administration, Strategic Planning, Procurement, Management, Team Leadership, Asset Management, Bloomberg, Capital Markets, Bonds, Corporate Actions, Derivatives, Financial Markets, Hedge Funds, Investment Strategies, Options, Prime Brokerage, Series 24
Education
University of Phoenix 2002 — 2005
Bachelor of Business Administration (B.B.A.)
BNY Mellon October 1997 - Present
Merrill Lynch 1987 - 1997
Skills
Mutual Funds, Equities, ETFs, Alternative Investments, Series 7, Fixed Income, AML, Microsoft Excel, Technology, Sales Process, Global Marketing, Global Strategy, Emerging Markets, Middle Office, Back Office, Policy Analysis, HR Policies, Procedure Development, Procedure Review, System Administration, Strategic Planning, Procurement, Management, Team Leadership, Asset Management, Bloomberg, Capital Markets, Bonds, Corporate Actions, Derivatives, Financial Markets, Hedge Funds, Investment Strategies, Options, Prime Brokerage, Series 24
Education
University of Phoenix 2002 — 2005
Bachelor of Business Administration (B.B.A.)
Idwanna Marie Turnage-Bryant's Merrill Lynch Experience June 2000 - May 2009
Job Operations at Essex National Securities
Industry Financial Services
Experience
Essex National Securities May 2010 - Present
Merrill Lynch June 2000 - May 2009
Market Place Foods November 1998 - June 2000
Education
University of Phoenix 2010 — 2012
Associate's degree, Business Administration and Management, General
Essex National Securities May 2010 - Present
Merrill Lynch June 2000 - May 2009
Market Place Foods November 1998 - June 2000
Education
University of Phoenix 2010 — 2012
Associate's degree, Business Administration and Management, General
Dorothy Haynes's Merrill Lynch Experience 2006 - 2008
Job General Ledger Analytics & Reporting
Industry Investment Banking
Experience
Crowley Maritime August 2013 - Present
Trailer Bridge, Inc. October 2012 - August 2013
RailAmerica 2010 - October 2012
Fidelity National Information Services 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Microsoft Office, JD Edwards, SAP, PeopleSoft, Oracle, Great Plains, Mas 90, Ariba, Accounts Payable, Accounts Receivable, General Ledger, Accounting, Billing, Excel, Analysis, Word, Reconciliation, Risk Management, Account Reconciliation, Financial Reporting, Variance Analysis, Invoicing, Finance, GAAP, Journal Entries, Budgets, Bank Reconciliation, Ad Hoc Reporting, Statistical Reporting, Month End Close, Year End Accounts, Financial Statements, Auditing, Accruals, Sarbanes-Oxley Act, Financial Accounting, Fixed Assets, Internal Audit, Great Plains Software, Microsoft Excel, Payroll, Microsoft Word
Education
University of Phoenix 2005 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
University of Phoenix
Associates Science Accounting Degree Level
Crowley Maritime August 2013 - Present
Trailer Bridge, Inc. October 2012 - August 2013
RailAmerica 2010 - October 2012
Fidelity National Information Services 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Microsoft Office, JD Edwards, SAP, PeopleSoft, Oracle, Great Plains, Mas 90, Ariba, Accounts Payable, Accounts Receivable, General Ledger, Accounting, Billing, Excel, Analysis, Word, Reconciliation, Risk Management, Account Reconciliation, Financial Reporting, Variance Analysis, Invoicing, Finance, GAAP, Journal Entries, Budgets, Bank Reconciliation, Ad Hoc Reporting, Statistical Reporting, Month End Close, Year End Accounts, Financial Statements, Auditing, Accruals, Sarbanes-Oxley Act, Financial Accounting, Fixed Assets, Internal Audit, Great Plains Software, Microsoft Excel, Payroll, Microsoft Word
Education
University of Phoenix 2005 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
University of Phoenix
Associates Science Accounting Degree Level
Frank Paolantonio's Merrill Lynch Experience May 2009 - August 2009
Job T Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2014 - Present
Arete Asset Management May 2013 - September 2013
UBS Wealth Management June 2012 - August 2012
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Social Media, Teamwork, Public Speaking
Education
University of Pittsburgh 2009 — 2013
Finance, Finance, General
University of Pittsburgh 2009 — 2013
School of Arts, and Sciences; Actuarial Mathematics
University of Pittsburgh, College of Business Administration
Bachelor of Science, Business Administration; Finance
T. Rowe Price June 2014 - Present
Arete Asset Management May 2013 - September 2013
UBS Wealth Management June 2012 - August 2012
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Social Media, Teamwork, Public Speaking
Education
University of Pittsburgh 2009 — 2013
Finance, Finance, General
University of Pittsburgh 2009 — 2013
School of Arts, and Sciences; Actuarial Mathematics
University of Pittsburgh, College of Business Administration
Bachelor of Science, Business Administration; Finance
Jenafer Janusz's Merrill Lynch Experience March 2013 - November 2013
Job Bank of America/Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2015 - September 2015
Deutsche Bank August 2014 - January 2015
Merrill Lynch March 2013 - November 2013
DMB Clubs December 2009 - December 2012
Dish Network 2008 - 2009
Liberty Mutual Insurance January 2007 - February 2008
Skills
Crystal Reports, Access, Microsoft Excel, Oracle, Vision, Call Center Commander, IEX, Cellware, Process Improvement, Strategic Planning, Data Analysis, Business Analysis, Financial Analysis, User Acceptance Testing, Project Management, Workforce Management, Insurance, QuickBooks, Customer Service, Claim, Forecasting, Leadership, Strategy, Integration, Management, Training, Finance, Call Centers, Budgets, CRM, Quality Assurance, Analysis, Program Management, Marketing
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Finance, General
Bank of America Merrill Lynch January 2015 - September 2015
Deutsche Bank August 2014 - January 2015
Merrill Lynch March 2013 - November 2013
DMB Clubs December 2009 - December 2012
Dish Network 2008 - 2009
Liberty Mutual Insurance January 2007 - February 2008
Skills
Crystal Reports, Access, Microsoft Excel, Oracle, Vision, Call Center Commander, IEX, Cellware, Process Improvement, Strategic Planning, Data Analysis, Business Analysis, Financial Analysis, User Acceptance Testing, Project Management, Workforce Management, Insurance, QuickBooks, Customer Service, Claim, Forecasting, Leadership, Strategy, Integration, Management, Training, Finance, Call Centers, Budgets, CRM, Quality Assurance, Analysis, Program Management, Marketing
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Finance, General
Adam Houston's Merrill Lynch Experience January 2005 - April 2005
Job Surveyor/Analyst at AIRINC
Industry Information Services
Experience
AIRINC October 2012 - Present
International Food Policy Research Institute (IFPRI) August 2011 - October 2012
Rights and Resources Group December 2010 - August 2011
Tecnológico de Monterrey January 2009 - May 2010
Shinbanpo Middle School August 2007 - August 2008
Clean Water Action July 2006 - November 2006
Patagonia Technologies March 2006 - June 2006
Philip Morris USA May 2005 - August 2005
Merrill Lynch January 2005 - April 2005
Skills
Spanish, English, Research, Non-profits, Event Planning, Public Relations, Editing, Public Speaking, Qualitative Research, Fundraising
Education
University of Pittsburgh 2003 — 2007
Finance, International Business, Latin American Studies
AIRINC October 2012 - Present
International Food Policy Research Institute (IFPRI) August 2011 - October 2012
Rights and Resources Group December 2010 - August 2011
Tecnológico de Monterrey January 2009 - May 2010
Shinbanpo Middle School August 2007 - August 2008
Clean Water Action July 2006 - November 2006
Patagonia Technologies March 2006 - June 2006
Philip Morris USA May 2005 - August 2005
Merrill Lynch January 2005 - April 2005
Skills
Spanish, English, Research, Non-profits, Event Planning, Public Relations, Editing, Public Speaking, Qualitative Research, Fundraising
Education
University of Pittsburgh 2003 — 2007
Finance, International Business, Latin American Studies
BRENT BENARD's Merrill Lynch Experience January 2006 - August 2008
Job Provider Services Representative II at Molina Healthcare
Industry Marketing and Advertising
Experience
Molina Healthcare 2011 - Present
Merrill Lynch January 2006 - August 2008
National Institute Technology January 2003 - January 2006
National Institute of Technology January 2001 - October 2003
University of Phoenix January 1996 - November 2001
Airtouch/Cellar One August 1992 - January 1996
Education
University of Phoenix
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (BA)
Molina Healthcare 2011 - Present
Merrill Lynch January 2006 - August 2008
National Institute Technology January 2003 - January 2006
National Institute of Technology January 2001 - October 2003
University of Phoenix January 1996 - November 2001
Airtouch/Cellar One August 1992 - January 1996
Education
University of Phoenix
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (BA)
Andrea Vellios's Merrill Lynch Experience 2005 - 2009
Job Executive Assistant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2013 - Present
Citi March 2010 - April 2013
Citi January 2011 - 2011
Merrill Lynch 2005 - 2009
Skills
PMO, Process Improvement, Project Management, Risk Management, Financial Analysis, Banking, Equities, Six Sigma, Vendor Management
Education
University of Phoenix 2005 — 2010
Bachelors, Business Administration
Deutsche Bank April 2013 - Present
Citi March 2010 - April 2013
Citi January 2011 - 2011
Merrill Lynch 2005 - 2009
Skills
PMO, Process Improvement, Project Management, Risk Management, Financial Analysis, Banking, Equities, Six Sigma, Vendor Management
Education
University of Phoenix 2005 — 2010
Bachelors, Business Administration
Leslie Haefeli's Merrill Lynch Experience June 1987 - February 2007
Job Owner, 2 Chicks & a Broomstick
Industry Consumer Services
Experience
2 Chicks & a Broomstick April 2007 - Present
Merrill Lynch June 1987 - February 2007
Skills
Social Media, Strategic Planning, Marketing, Coaching, Entrepreneurship, Team Building, Marketing Strategy, Small Business, New Business Development, Start-ups, Customer Service, Sales, Investments, Social Media Marketing, Business Strategy, Business Development, Sales Management, Management
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), With a concentration on Accounting, 3.9
2 Chicks & a Broomstick April 2007 - Present
Merrill Lynch June 1987 - February 2007
Skills
Social Media, Strategic Planning, Marketing, Coaching, Entrepreneurship, Team Building, Marketing Strategy, Small Business, New Business Development, Start-ups, Customer Service, Sales, Investments, Social Media Marketing, Business Strategy, Business Development, Sales Management, Management
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), With a concentration on Accounting, 3.9
Trina Lakin's Merrill Lynch Experience January 2008 - April 2009
Job Business Management
Industry Financial Services
Experience
Edward Jones May 2011 - September 2012
Merrill Lynch January 2008 - April 2009
Merrill Lynch October 2006 - January 2008
Skills
Banking, Financial Services, Marketing, Accounts Payable, Process Scheduler, Client Liaison, Market Research, Initiator, Appointment Scheduling, Continuing Education, Maintaining..., New Relationships, Accounts Receivable, Cost Basis Reporting, Transaction Processing, Customer Service, Customer Relations, Customer Retention, Data Analysis, Microsoft Excel, 10 Key, Microsoft Word, Outlook, Teamwork, Time Management, Troubleshooting, Writing, Fitness
Education
University of Phoenix 2009 — 2011
Bachelor of Science Business Management, Global Business Management
University of Phoenix 2008 — 2011
Bachelor of Science, Global Business Management
Edward Jones May 2011 - September 2012
Merrill Lynch January 2008 - April 2009
Merrill Lynch October 2006 - January 2008
Skills
Banking, Financial Services, Marketing, Accounts Payable, Process Scheduler, Client Liaison, Market Research, Initiator, Appointment Scheduling, Continuing Education, Maintaining..., New Relationships, Accounts Receivable, Cost Basis Reporting, Transaction Processing, Customer Service, Customer Relations, Customer Retention, Data Analysis, Microsoft Excel, 10 Key, Microsoft Word, Outlook, Teamwork, Time Management, Troubleshooting, Writing, Fitness
Education
University of Phoenix 2009 — 2011
Bachelor of Science Business Management, Global Business Management
University of Phoenix 2008 — 2011
Bachelor of Science, Global Business Management
John Riefkohl's Merrill Lynch Experience August 2001 - October 2002
Job Sales Manager at Cesar Castillo, Inc.
Industry Wholesale
Experience
Cesar Castillo, Inc. October 2010 - Present
Cesar Castillo Inc March 2005 - September 2010
Cesar Castillo Inc May 2004 - February 2005
Cesar Castillo Inc June 2003 - May 2004
Merrill Lynch August 2001 - October 2002
SunCom Wireless June 1999 - May 2001
Cesar Castillo Inc August 1994 - May 1999
Cesar Castillo Inc May 1993 - August 1994
Skills
Sales Management, Account Management, New Business Development, Sales, Negotiation, Key Account Management, Customer Service, Retail, B2B, Inventory Management, Sales Operations, Direct Sales, Forecasting, E-commerce, SAP, Process Improvement, Business Development, Product Development, Management, Budgets, Marketing, Strategic Planning
Education
University of Phoenix-Puerto Rico Campus
Master of Business Administration (M.B.A.), Marketing
University of Puerto Rico-Bayamon
Bachelor of Business Administration (BBA), Finance, General
Cesar Castillo, Inc. October 2010 - Present
Cesar Castillo Inc March 2005 - September 2010
Cesar Castillo Inc May 2004 - February 2005
Cesar Castillo Inc June 2003 - May 2004
Merrill Lynch August 2001 - October 2002
SunCom Wireless June 1999 - May 2001
Cesar Castillo Inc August 1994 - May 1999
Cesar Castillo Inc May 1993 - August 1994
Skills
Sales Management, Account Management, New Business Development, Sales, Negotiation, Key Account Management, Customer Service, Retail, B2B, Inventory Management, Sales Operations, Direct Sales, Forecasting, E-commerce, SAP, Process Improvement, Business Development, Product Development, Management, Budgets, Marketing, Strategic Planning
Education
University of Phoenix-Puerto Rico Campus
Master of Business Administration (M.B.A.), Marketing
University of Puerto Rico-Bayamon
Bachelor of Business Administration (BBA), Finance, General
Linda Austell's Merrill Lynch Experience March 2010 - December 2010
Job Financial Services Professional at National Agents Alliance Corporate
Industry Insurance
Experience
National Agents Alliance Corporate April 2013 - Present
State Farm Insurance August 2011 - March 2013
Merrill Lynch March 2010 - December 2010
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Insurance, General Insurance, Whole Life, Universal Life, Fixed Annuities
Education
University of Phoenix 2002 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
University of Tampa 1997 — 1998
National Agents Alliance Corporate April 2013 - Present
State Farm Insurance August 2011 - March 2013
Merrill Lynch March 2010 - December 2010
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Insurance, General Insurance, Whole Life, Universal Life, Fixed Annuities
Education
University of Phoenix 2002 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
University of Tampa 1997 — 1998
june bouha's Merrill Lynch Experience September 1995 - November 2002
Job Administrative Assistant at Suburban Temple Kol Ami
Industry Nonprofit Organization Management
Experience
Suburban Temple – Kol Ami January 2012 - Present
Suburban Temple - Kol Ami 2012 - Present
Caring Tree for Seniors April 2011 - Present
News Herald May 2012 - July 2012
Angel Care 4 U 2010 - 2012
Signature Health May 2009 - December 2009
Ciuni & Panichi January 2008 - December 2008
American Lung Association of Ohio March 2007 - July 2007
Butler Wick July 2003 - August 2006
Merrill Lynch September 1995 - November 2002
Education
University of Phoenix
Associates Degree, Business
Suburban Temple – Kol Ami January 2012 - Present
Suburban Temple - Kol Ami 2012 - Present
Caring Tree for Seniors April 2011 - Present
News Herald May 2012 - July 2012
Angel Care 4 U 2010 - 2012
Signature Health May 2009 - December 2009
Ciuni & Panichi January 2008 - December 2008
American Lung Association of Ohio March 2007 - July 2007
Butler Wick July 2003 - August 2006
Merrill Lynch September 1995 - November 2002
Education
University of Phoenix
Associates Degree, Business
ARLENE LEON's Merrill Lynch Experience April 2002 - Present
Job Client Assoicate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2002 - Present
United States Air Force May 1993 - June 2001
Skills
Wealth Management
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Business / Finance
Merrill Lynch April 2002 - Present
United States Air Force May 1993 - June 2001
Skills
Wealth Management
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Business / Finance
Daniel Thompson Jr.'s Merrill Lynch Experience November 2004 - April 2005
Job Payroll Coordinator at Gaylord Specialty Healthcare
Industry Hospital & Health Care
Experience
Gaylord Specialty Healthcare December 2012 - Present
Continuum Health Partners August 2010 - July 2015
LIM College April 2006 - July 2010
Paychex May 2005 - April 2006
Merrill Lynch November 2004 - April 2005
KHWI 92.3 FM July 2004 - November 2004
JPMorgan Chase January 2003 - October 2003
Metro One Telecommunications 2002 - 2002
IBM May 2001 - August 2001
Sears Logistics Services, Inc. 1999 - 2000
Skills
Account Reconciliation, Customer Service, Payroll, Employee Relations, Tax, Benefits Administration, Employee Benefits, Human Resources, PeopleSoft, Leadership, ADP Payroll, HRIS, Process Improvement, Training, New Hire Orientations, Microsoft Excel
Education
University of Phoenix 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Cittone Institute 2002 — 2002
Certificate, PC Tech Support, A+ Network+
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Psychology
Gaylord Specialty Healthcare December 2012 - Present
Continuum Health Partners August 2010 - July 2015
LIM College April 2006 - July 2010
Paychex May 2005 - April 2006
Merrill Lynch November 2004 - April 2005
KHWI 92.3 FM July 2004 - November 2004
JPMorgan Chase January 2003 - October 2003
Metro One Telecommunications 2002 - 2002
IBM May 2001 - August 2001
Sears Logistics Services, Inc. 1999 - 2000
Skills
Account Reconciliation, Customer Service, Payroll, Employee Relations, Tax, Benefits Administration, Employee Benefits, Human Resources, PeopleSoft, Leadership, ADP Payroll, HRIS, Process Improvement, Training, New Hire Orientations, Microsoft Excel
Education
University of Phoenix 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Cittone Institute 2002 — 2002
Certificate, PC Tech Support, A+ Network+
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Psychology
Amar Adusumilli's Merrill Lynch Experience June 2015 - Present
Job Seasonal Client Associate at Merrill Lynch
Industry Primary/Secondary Education
Experience
Merrill Lynch June 2015 - Present
Tourbillon Alliance Partners May 2015 - Present
University of Pittsburgh August 2012 - Present
Palace Drugs and Liquor March 2011 - August 2013
Skills
Customer Service, Microsoft Office, Flexibility, Problem Solving, Critical Thinking, Microsoft Excel, PowerPoint, Teaching, Teamwork, Event Planning, Research, Public Speaking, Management, English, Outlook, Microsoft Word, Data Analysis, Time Management
Education
University of Pittsburgh 2012 — 2016
Merrill Lynch June 2015 - Present
Tourbillon Alliance Partners May 2015 - Present
University of Pittsburgh August 2012 - Present
Palace Drugs and Liquor March 2011 - August 2013
Skills
Customer Service, Microsoft Office, Flexibility, Problem Solving, Critical Thinking, Microsoft Excel, PowerPoint, Teaching, Teamwork, Event Planning, Research, Public Speaking, Management, English, Outlook, Microsoft Word, Data Analysis, Time Management
Education
University of Pittsburgh 2012 — 2016
Norine Moore's Merrill Lynch Experience 2002 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2002 - 2005
UBS 2000 - 2001
Skills
Customer Service, Accounting, Close Attention to..., Microsoft Office, Coaching, Public Speaking, Leadership, Time Management, Social Networking, Strategic Planning, Event Planning, Management, Relationship Management, Analytical Skills, Customer Relations, Customer Satisfaction, Process Improvement, Patient Safety, Operations Management, Office Management, Front Office, Organizational..., Organizational..., Organizational..., Invoicing, Technical Writing, Instructional Writing, Statistics, Bookkeeping, Strategic Communications, Direct Sales, Sales, Account Management, High Level Of Accuracy, High Net Worth..., High Level Of..., Problem Solving, Direct Patient Care, Quality Patient Care, Wire Transfers, Investment Banking, Clean Rooms, Perseverant
Education
University of Phoenix
Bachelor’s Degree, Business Administration and Management, General
Merrill Lynch 2002 - 2005
UBS 2000 - 2001
Skills
Customer Service, Accounting, Close Attention to..., Microsoft Office, Coaching, Public Speaking, Leadership, Time Management, Social Networking, Strategic Planning, Event Planning, Management, Relationship Management, Analytical Skills, Customer Relations, Customer Satisfaction, Process Improvement, Patient Safety, Operations Management, Office Management, Front Office, Organizational..., Organizational..., Organizational..., Invoicing, Technical Writing, Instructional Writing, Statistics, Bookkeeping, Strategic Communications, Direct Sales, Sales, Account Management, High Level Of Accuracy, High Net Worth..., High Level Of..., Problem Solving, Direct Patient Care, Quality Patient Care, Wire Transfers, Investment Banking, Clean Rooms, Perseverant
Education
University of Phoenix
Bachelor’s Degree, Business Administration and Management, General
Monty Long Jr's Merrill Lynch Experience October 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Skills
Finance, Banking, Credit, Investments, Portfolio Management, Property Management, Sales Management, Sales Process..., Sales Process..., Team Leadership, Training & Development, Team Motivation, HR Policies, Coaching, Customer Satisfaction, Strategic Planning, Management, Financial Services, Relationship Management, Retail Banking, Wealth Management, Customer Service, Consumer Lending, Credit Analysis, Team Building, Leadership, Process Improvement
Education
University of Phoenix
Bachelor's Degree, Business Management
Merrill Lynch October 2014 - Present
Skills
Finance, Banking, Credit, Investments, Portfolio Management, Property Management, Sales Management, Sales Process..., Sales Process..., Team Leadership, Training & Development, Team Motivation, HR Policies, Coaching, Customer Satisfaction, Strategic Planning, Management, Financial Services, Relationship Management, Retail Banking, Wealth Management, Customer Service, Consumer Lending, Credit Analysis, Team Building, Leadership, Process Improvement
Education
University of Phoenix
Bachelor's Degree, Business Management
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank