Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Rick Eicheldinger, CRPS® Rick Eicheldinger, CRPS®'s Merrill Lynch Experience July 2013 - August 2015
Job Financial Advisor at Hunter Associates, inc.
Industry Financial Services
Experience
Hunter Associates, inc. September 2015 - Present
Merrill Lynch July 2013 - August 2015
Skills
Teaching, Research, Microsoft Excel, Public Speaking, Curriculum Design, Microsoft Office, Nonprofits, Higher Education, Curriculum Development, Fundraising, Community Outreach, Educational Leadership, Microsoft Word, Customer Service, English, Windows, Event Planning, Outlook, HTML
Education
College for Financial Planning 2013 — 2014
Chartered Retirement Plan Specialist
Villanova University
Lean Six Sigma Green Belt
Kent State University 2008 — 2011
Master of Education (M.Ed.), Educational Leadership and Administration
Hobart College 2002 — 2006
Bachelor of Arts (B.A.), History
Lancaster High School
Hunter Associates, inc. September 2015 - Present
Merrill Lynch July 2013 - August 2015
Skills
Teaching, Research, Microsoft Excel, Public Speaking, Curriculum Design, Microsoft Office, Nonprofits, Higher Education, Curriculum Development, Fundraising, Community Outreach, Educational Leadership, Microsoft Word, Customer Service, English, Windows, Event Planning, Outlook, HTML
Education
College for Financial Planning 2013 — 2014
Chartered Retirement Plan Specialist
Villanova University
Lean Six Sigma Green Belt
Kent State University 2008 — 2011
Master of Education (M.Ed.), Educational Leadership and Administration
Hobart College 2002 — 2006
Bachelor of Arts (B.A.), History
Lancaster High School
Jason Engelson's Merrill Lynch Experience June 2014 - August 2014
Job Wealth Management | Summer Analyst | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
The Low Country Food Bank February 2012 - April 2014
Patagonia May 2013 - August 2013
Waveny Care Center June 2008 - May 2009
Skills
Social Media, Event Planning, Sales, Storytelling, Management, Asset Allocation, Financial Analysis, Advertising, Business Planning, Negotiation, Event Management, Research, Equities, Equity Trading, Portfolio Management, Product Development, Business Strategy, Valuation, Strategic Planning, Leadership, Microsoft Office, Analysis, Market Research, Equity Research
Education
College of Charleston 2010 — 2015
Bachelor of Science (BS), Business Administration
Merrill Lynch June 2014 - August 2014
The Low Country Food Bank February 2012 - April 2014
Patagonia May 2013 - August 2013
Waveny Care Center June 2008 - May 2009
Skills
Social Media, Event Planning, Sales, Storytelling, Management, Asset Allocation, Financial Analysis, Advertising, Business Planning, Negotiation, Event Management, Research, Equities, Equity Trading, Portfolio Management, Product Development, Business Strategy, Valuation, Strategic Planning, Leadership, Microsoft Office, Analysis, Market Research, Equity Research
Education
College of Charleston 2010 — 2015
Bachelor of Science (BS), Business Administration
Rachel McDonough's Merrill Lynch Experience September 2002 - September 2009
Job Financial Advisor | Qualified Kingdom Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Raymond James Financial Inc. September 2009 - September 2014
Merrill Lynch September 2002 - September 2009
Education
College for Financial Planning 2004 — 2006
Certified Financial Planner designation
University of Wisconsin-River Falls
Bachelor of Fine Arts (BFA)
Ameriprise Financial Services, Inc. September 2014 - Present
Raymond James Financial Inc. September 2009 - September 2014
Merrill Lynch September 2002 - September 2009
Education
College for Financial Planning 2004 — 2006
Certified Financial Planner designation
University of Wisconsin-River Falls
Bachelor of Fine Arts (BFA)
Melissa Gerckens's Merrill Lynch Experience May 2009 - August 2009
Job Analyst at RegentAtlantic
Industry Financial Services
Experience
RegentAtlantic January 2015 - Present
AXA Advisors September 2012 - April 2014
Residense of Mr. and Mrs. Jacob May 2010 - September 2012
XL Sports June 2011 - September 2011
Participant in Sigmund Weis School of Business London Program September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Series 7 license, Series 66 license, Life & Health Insurance...
Education
Susquehanna University 2007 — 2011
College for Financial Planning
Finance, General
RegentAtlantic January 2015 - Present
AXA Advisors September 2012 - April 2014
Residense of Mr. and Mrs. Jacob May 2010 - September 2012
XL Sports June 2011 - September 2011
Participant in Sigmund Weis School of Business London Program September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Series 7 license, Series 66 license, Life & Health Insurance...
Education
Susquehanna University 2007 — 2011
College for Financial Planning
Finance, General
Jacob Krupski Jacob Krupski's Merrill Lynch Experience March 2011 - June 2011
Job IBM Bluemix Representative
Industry Information Technology and Services
Experience
IBM July 2014 - Present
IBM July 2013 - July 2014
IBM July 2012 - June 2013
Merrill Lynch March 2011 - June 2011
Kathe Wohlfahrt of America November 2008 - December 2010
Wynstone Golf Club June 2005 - October 2010
Skills
Financial Modeling, Analysis, Microsoft Excel, Finance, Sales, Management, Data Analysis, Financial Analysis, Risk Management, Microsoft Office, SDLC, Time Management, Business Strategy, Customer Service, Microsoft Word, Project Management, Team Leadership, Business Analysis, Access, Leadership, Sales Operations, Competitive Analysis, Process Improvement, Forecasting, Teamwork, Salesforce.com, PowerPoint, Business Intelligence, Account Management, Strategy, Enterprise Software, Cloud Computing, Selling, Business Development, CRM
Education
DePaul University 2011 — 2012
Bachelor of Science, Finance
College of Lake County 2008 — 2010
Associate, Science
IBM July 2014 - Present
IBM July 2013 - July 2014
IBM July 2012 - June 2013
Merrill Lynch March 2011 - June 2011
Kathe Wohlfahrt of America November 2008 - December 2010
Wynstone Golf Club June 2005 - October 2010
Skills
Financial Modeling, Analysis, Microsoft Excel, Finance, Sales, Management, Data Analysis, Financial Analysis, Risk Management, Microsoft Office, SDLC, Time Management, Business Strategy, Customer Service, Microsoft Word, Project Management, Team Leadership, Business Analysis, Access, Leadership, Sales Operations, Competitive Analysis, Process Improvement, Forecasting, Teamwork, Salesforce.com, PowerPoint, Business Intelligence, Account Management, Strategy, Enterprise Software, Cloud Computing, Selling, Business Development, CRM
Education
DePaul University 2011 — 2012
Bachelor of Science, Finance
College of Lake County 2008 — 2010
Associate, Science
Gregory W. S. Gilbert Gregory W. S. Gilbert's Merrill Lynch Experience April 2014 - October 2014
Job Wealth Management and banking
Industry Financial Services
Experience
Bank of America January 2015 - Present
Currently looking for a job in finance November 2014 - March 2015
Merrill Lynch April 2014 - October 2014
E*TRADE Financial August 2013 - March 2014
E*TRADE Financial February 2007 - August 2013
The Standard May 2000 - November 2002
Skills
Series 7, Leadership, Financial Services, Banking, Management, Securities, Finance, Microsoft Office, salesforce user, Series 63, Series 24, Series 4, Financial Risk, Capital Markets, Equities, Financial Modeling, Risk Management, Relationship Management, Customer Service, Wealth Management, Portfolio Management, Retirement Planning, Investments, Coaching, Uniform Combined State...
Education
University of Florida 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
College of Central Florida 2003 — 2004
Associate of Arts (A.A.), Business Administration and Management, General, A
Bank of America January 2015 - Present
Currently looking for a job in finance November 2014 - March 2015
Merrill Lynch April 2014 - October 2014
E*TRADE Financial August 2013 - March 2014
E*TRADE Financial February 2007 - August 2013
The Standard May 2000 - November 2002
Skills
Series 7, Leadership, Financial Services, Banking, Management, Securities, Finance, Microsoft Office, salesforce user, Series 63, Series 24, Series 4, Financial Risk, Capital Markets, Equities, Financial Modeling, Risk Management, Relationship Management, Customer Service, Wealth Management, Portfolio Management, Retirement Planning, Investments, Coaching, Uniform Combined State...
Education
University of Florida 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
College of Central Florida 2003 — 2004
Associate of Arts (A.A.), Business Administration and Management, General, A
Sunil Koshie Sunil Koshie's Merrill Lynch Experience July 2007 - June 2009
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore May 2014 - Present
SAP March 2012 - May 2014
Morgan Stanley April 2010 - March 2012
Merrill Lynch July 2007 - June 2009
Cisco Systems July 2001 - July 2005
Skills
Investment Banking, Corporate Finance, Financial Analysis, SaaS, Business Strategy, Mergers & Acquisitions, Leadership, Integration, Strategy, Strategic Planning, Venture Capital, Start-ups, Corporate Development, Financial Modeling, Analytics, Valuation, Strategic Partnerships, Competitive Analysis, Due Diligence, Private Equity, M&A experience, Executive Management, Acquisition Integration, Management Consulting, Emerging Markets, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance and Strategy
College of Engineering, Trivandrum 1997 — 2001
B.Tech, Computer Science and Engineering
Evercore May 2014 - Present
SAP March 2012 - May 2014
Morgan Stanley April 2010 - March 2012
Merrill Lynch July 2007 - June 2009
Cisco Systems July 2001 - July 2005
Skills
Investment Banking, Corporate Finance, Financial Analysis, SaaS, Business Strategy, Mergers & Acquisitions, Leadership, Integration, Strategy, Strategic Planning, Venture Capital, Start-ups, Corporate Development, Financial Modeling, Analytics, Valuation, Strategic Partnerships, Competitive Analysis, Due Diligence, Private Equity, M&A experience, Executive Management, Acquisition Integration, Management Consulting, Emerging Markets, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance and Strategy
College of Engineering, Trivandrum 1997 — 2001
B.Tech, Computer Science and Engineering
Sandy O'Connor Sandy O'Connor's Merrill Lynch Experience February 1991 - April 1992
Job Artist at Gasworks Studios and Gallery
Industry Fine Art
Experience
Gasworks Studios and Gallery October 2012 - Present
Sandy O'Connor (aka Red Hill Studio) May 2005 - Present
Falmouth Artists Guild January 2012 - May 2012
Cape Cod Art Association January 2012 - May 2012
Bloomberg June 1997 - April 2002
Bloomberg April 1992 - May 1997
Merrill Lynch February 1991 - April 1992
Skills
Art, Graphic Design, Art Direction, Advertising, Fundraising, Management, Watercolor Artist, Fine Art, Publications, Graphics, Publishing, Magazines, Creative Direction, Galleries, Studio Art, Painting, Logo Design, Art Exhibitions, Photography, Watercolor, Museums, Contemporary Art, Visual Arts, Illustrator, Drawing, Art Education, Marketing
Education
College of DuPage 1978 — 1979
A.A., Commercial Art
Rutgers University-New Brunswick 1974 — 1977
B.S., Landscape Architecture
Ramapo College of New Jersey 1972 — 1974
Environmental Studies
Gasworks Studios and Gallery October 2012 - Present
Sandy O'Connor (aka Red Hill Studio) May 2005 - Present
Falmouth Artists Guild January 2012 - May 2012
Cape Cod Art Association January 2012 - May 2012
Bloomberg June 1997 - April 2002
Bloomberg April 1992 - May 1997
Merrill Lynch February 1991 - April 1992
Skills
Art, Graphic Design, Art Direction, Advertising, Fundraising, Management, Watercolor Artist, Fine Art, Publications, Graphics, Publishing, Magazines, Creative Direction, Galleries, Studio Art, Painting, Logo Design, Art Exhibitions, Photography, Watercolor, Museums, Contemporary Art, Visual Arts, Illustrator, Drawing, Art Education, Marketing
Education
College of DuPage 1978 — 1979
A.A., Commercial Art
Rutgers University-New Brunswick 1974 — 1977
B.S., Landscape Architecture
Ramapo College of New Jersey 1972 — 1974
Environmental Studies
Jeff Gale Jeff Gale's Merrill Lynch Experience May 2009 - July 2009
Job Senior Purchaser at Republic Plumbing Supply Co
Industry Wholesale
Experience
Republic Plumbing Supply Co July 2013 - Present
Gildan March 2012 - July 2013
Gildan December 2010 - August 2012
Merrill Lynch May 2009 - July 2009
Skills
Wal-Mart, Replenishment, Forecasting, Inventory Management, Category Management, Demand Planning, Production Planning, Supply Chain, Supply Chain Management, Customer Service, Private Label, Textiles, Merchandising, Product Development, Management
Education
College of Charleston 2007 — 2010
Business Admin, Finance
Republic Plumbing Supply Co July 2013 - Present
Gildan March 2012 - July 2013
Gildan December 2010 - August 2012
Merrill Lynch May 2009 - July 2009
Skills
Wal-Mart, Replenishment, Forecasting, Inventory Management, Category Management, Demand Planning, Production Planning, Supply Chain, Supply Chain Management, Customer Service, Private Label, Textiles, Merchandising, Product Development, Management
Education
College of Charleston 2007 — 2010
Business Admin, Finance
Robert Valdez Robert Valdez's Merrill Lynch Experience March 2012 - March 2013
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA March 2013 - Present
RAMA Foundation January 2011 - Present
Merrill Lynch March 2012 - March 2013
ING March 2011 - March 2012
Education
Stanford University
Energy Innovation and Emerging Technologies
College for Financial Planning
Chartered Retirement Planning Counselor
University of Washington 2001 — 2006
Bachelor's Degree
J.P. Morgan Chase Bank, NA March 2013 - Present
RAMA Foundation January 2011 - Present
Merrill Lynch March 2012 - March 2013
ING March 2011 - March 2012
Education
Stanford University
Energy Innovation and Emerging Technologies
College for Financial Planning
Chartered Retirement Planning Counselor
University of Washington 2001 — 2006
Bachelor's Degree
Ryan Cybulski Ryan Cybulski's Merrill Lynch Experience January 2007 - March 2007
Job Consultant at 33 Realty
Industry Financial Services
Experience
33 Realty June 2014 - Present
New Market Realty Inc. January 2013 - June 2014
CCIM Institute September 2012 - June 2014
Rentology April 2012 - August 2012
Ernst & Young June 2007 - April 2011
Merrill Lynch January 2007 - March 2007
Skills
Accounting, Tax Services, International Tax, Transfer Pricing, Financial Analysis, Microsoft Dynamics, FRx, Personify, Tax, Business Valuation, Financial Reporting, Valuation, Due Diligence, Real Estate, Mergers & Acquisitions, Investments
Education
DePaul University
Bachelor of Science (BS), Finance and Economics
CCIM Institute
College of Lake County
33 Realty June 2014 - Present
New Market Realty Inc. January 2013 - June 2014
CCIM Institute September 2012 - June 2014
Rentology April 2012 - August 2012
Ernst & Young June 2007 - April 2011
Merrill Lynch January 2007 - March 2007
Skills
Accounting, Tax Services, International Tax, Transfer Pricing, Financial Analysis, Microsoft Dynamics, FRx, Personify, Tax, Business Valuation, Financial Reporting, Valuation, Due Diligence, Real Estate, Mergers & Acquisitions, Investments
Education
DePaul University
Bachelor of Science (BS), Finance and Economics
CCIM Institute
College of Lake County
Richard L Fetherolf III's Merrill Lynch Experience January 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch December 2010 - 2015
Merrill Lynch June 2010 - December 2010
Merrill Lynch June 2009 - June 2010
Skills
High Net Worth..., Financial Analysis, Asset Allocation, Retirement Planning, Portfolio Management, Investment Strategies, Wealth Management, Asset Management, Strategic Financial..., Investment Management, Securities, Series 7, Alternative Investments, Mutual Funds
Education
College for Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor, Finance
University of Florida 2004 — 2008
BS, Food and Resource Economics, Business Administration
Merrill Lynch January 2015 - Present
Merrill Lynch December 2010 - 2015
Merrill Lynch June 2010 - December 2010
Merrill Lynch June 2009 - June 2010
Skills
High Net Worth..., Financial Analysis, Asset Allocation, Retirement Planning, Portfolio Management, Investment Strategies, Wealth Management, Asset Management, Strategic Financial..., Investment Management, Securities, Series 7, Alternative Investments, Mutual Funds
Education
College for Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor, Finance
University of Florida 2004 — 2008
BS, Food and Resource Economics, Business Administration
Joe Neubecker's Merrill Lynch Experience January 2004 - May 2004
Job Sr Financial Analyst
Industry Telecommunications
Experience
Verizon May 2014 - Present
Enterprise Rent-A-Car October 2011 - May 2014
Family Circle Cup June 2008 - April 2011
IMG July 2006 - March 2008
UBS August 2004 - December 2004
Merrill Lynch January 2004 - May 2004
Skills
Market Research, Sponsorship, Sales, Competitive Analysis, Strategic Planning, Business Strategy, Team Leadership, Management, Marketing, Public Speaking, Sales Operations
Education
College of Charleston
Bachelors, Economics
Saint Ignatius
Verizon May 2014 - Present
Enterprise Rent-A-Car October 2011 - May 2014
Family Circle Cup June 2008 - April 2011
IMG July 2006 - March 2008
UBS August 2004 - December 2004
Merrill Lynch January 2004 - May 2004
Skills
Market Research, Sponsorship, Sales, Competitive Analysis, Strategic Planning, Business Strategy, Team Leadership, Management, Marketing, Public Speaking, Sales Operations
Education
College of Charleston
Bachelors, Economics
Saint Ignatius
Edward H. Whiddon Jr's Merrill Lynch Experience June 2008 - Present
Job Assistant Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Skills
Investment Management, Series 7, Wealth Management, Investments, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Equities, Series 63, Alternative Investments, Asset Managment, Series 65, Series 3 National..., CRPS
Education
College of Charleston 1988 — 1993
B.S, Business
Merrill Lynch June 2008 - Present
Skills
Investment Management, Series 7, Wealth Management, Investments, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Equities, Series 63, Alternative Investments, Asset Managment, Series 65, Series 3 National..., CRPS
Education
College of Charleston 1988 — 1993
B.S, Business
Stephanie McCann, CFP Stephanie McCann, CFP's Merrill Lynch Experience October 2006 - Present
Job Senior Financial Analyst, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Morgan Stanley Investment Management May 2004 - October 2006
Merrill Lynch June 2000 - May 2003
Mercer April 1999 - June 2000
Skills
Certified Financial..., Key Client Relationships, Financial Analysis, Financial Reporting, Investment Advisory, Private Banking, Cash Flow, Cash Management, Estate Tax Planning, Personal Tax Planning, Strategic Planning, Service Coordination, Problem Solving, Customer Relations, Certified Divorce..., High Net Worth..., Asset Management, Loans, Insurance, Retirement Planning, Wealth Management, Wealth Management..., Financial Services, Financial Risk, Customer Experience, Client Liaison, Wealth Preservation..., Options, Securities, Private Equity, Equity Derivatives, Restricted Stock, Bonds, Actuarial Science, Philanthropy, Family Office, Portfolio Management
Education
College for Financial Planning 2002 — 2003
Financial Planning and Services
University of Washington 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
Merrill Lynch October 2006 - Present
Morgan Stanley Investment Management May 2004 - October 2006
Merrill Lynch June 2000 - May 2003
Mercer April 1999 - June 2000
Skills
Certified Financial..., Key Client Relationships, Financial Analysis, Financial Reporting, Investment Advisory, Private Banking, Cash Flow, Cash Management, Estate Tax Planning, Personal Tax Planning, Strategic Planning, Service Coordination, Problem Solving, Customer Relations, Certified Divorce..., High Net Worth..., Asset Management, Loans, Insurance, Retirement Planning, Wealth Management, Wealth Management..., Financial Services, Financial Risk, Customer Experience, Client Liaison, Wealth Preservation..., Options, Securities, Private Equity, Equity Derivatives, Restricted Stock, Bonds, Actuarial Science, Philanthropy, Family Office, Portfolio Management
Education
College for Financial Planning 2002 — 2003
Financial Planning and Services
University of Washington 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
Timothy Lanier, CFP®, CRPC® Timothy Lanier, CFP®, CRPC®'s Merrill Lynch Experience June 2010 - July 2012
Job CERTIFIED FINANCIAL PLANNER™ | Wealth Advisor
Industry Investment Management
Experience
VALIC Financial Advisors August 2012 - Present
Merrill Lynch June 2010 - July 2012
Edward Jones January 2009 - June 2010
The Boat King LLC February 2005 - January 2009
CSX Transportation 2002 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Fixed Annuities, Financial Analysis, Uniform Combined State..., College Savings Plans, Risk Assessment, Direct Sales, New Business Development, Account Management, Investment Strategies, Financial Advisory, IRAs, Finance, Retirement, Risk Management, Portfolio Management, Estate Planning, Wealth, Financial Planning
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Economics
Kaplan University
CFP - Certification Education Program
College for Financial Planning
Chartered Retirement Planning Counselor
VALIC Financial Advisors August 2012 - Present
Merrill Lynch June 2010 - July 2012
Edward Jones January 2009 - June 2010
The Boat King LLC February 2005 - January 2009
CSX Transportation 2002 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Fixed Annuities, Financial Analysis, Uniform Combined State..., College Savings Plans, Risk Assessment, Direct Sales, New Business Development, Account Management, Investment Strategies, Financial Advisory, IRAs, Finance, Retirement, Risk Management, Portfolio Management, Estate Planning, Wealth, Financial Planning
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Economics
Kaplan University
CFP - Certification Education Program
College for Financial Planning
Chartered Retirement Planning Counselor
Andre Fundora Andre Fundora's Merrill Lynch Experience December 2005 - September 2006
Job Sr. Network Engineer
Industry Information Technology and Services
Experience
Presidio September 2014 - Present
Matsco Solutions August 2013 - September 2014
Proactive Technologies LLC September 2011 - August 2013
T3 Trading Group, LLC June 2009 - September 2011
BlueSwitch December 2006 - June 2009
Merrill Lynch December 2005 - September 2006
Skills
Active Directory, Cisco, VPN, Windows, VMware, Microsoft Exchange, Microsoft Servers, Checkpoint, Wireless Networking, Network Security..., Servers, Cisco Technologies, Computer Hardware, CCNA, Troubleshooting, Disaster Recovery, IT Management, Windows Server, System Administration, Networking, Data Center, Blackberry Enterprise..., Security, Virtualization, Routers, Group Policy, Technical Support, Firewalls, Cisco Certified, Switches, Network Architecture, Visio, IT Operations, VMware ESX, ASA, Cisco IOS, Network Design, Windows 7, LAN-WAN, Integration, Network Engineering, System Deployment, Backup Exec, Server Administration, Sonicwall, VLAN, HP, Network Administration, Cisco Nexus, Cisco Routers
Education
Chubb Institute 2003 — 2004
Certification, Information Technology
College of Mount Saint Vincent 2000 — 2002
Presidio September 2014 - Present
Matsco Solutions August 2013 - September 2014
Proactive Technologies LLC September 2011 - August 2013
T3 Trading Group, LLC June 2009 - September 2011
BlueSwitch December 2006 - June 2009
Merrill Lynch December 2005 - September 2006
Skills
Active Directory, Cisco, VPN, Windows, VMware, Microsoft Exchange, Microsoft Servers, Checkpoint, Wireless Networking, Network Security..., Servers, Cisco Technologies, Computer Hardware, CCNA, Troubleshooting, Disaster Recovery, IT Management, Windows Server, System Administration, Networking, Data Center, Blackberry Enterprise..., Security, Virtualization, Routers, Group Policy, Technical Support, Firewalls, Cisco Certified, Switches, Network Architecture, Visio, IT Operations, VMware ESX, ASA, Cisco IOS, Network Design, Windows 7, LAN-WAN, Integration, Network Engineering, System Deployment, Backup Exec, Server Administration, Sonicwall, VLAN, HP, Network Administration, Cisco Nexus, Cisco Routers
Education
Chubb Institute 2003 — 2004
Certification, Information Technology
College of Mount Saint Vincent 2000 — 2002
Nancy Dain-Smith, CFP® Nancy Dain-Smith, CFP®'s Merrill Lynch Experience June 2004 - November 2005
Job Retired and enjoying life!
Industry Financial Services
Experience
Retirement September 2015 - Present
Allstate Financial January 2011 - Present
Chase Investments, formerly Wamu Investments November 2005 - November 2009
Merrill Lynch June 2004 - November 2005
Merrill Lynch January 2001 - June 2004
Merrill Lynch -- Sacramento January 1999 - January 2001
Banc of America Investments January 1992 - July 1998
Banc of America Investments January 1989 - January 1992
DEAN WITTER REYNOLDS, INC January 1987 - January 1989
GREAT WESTERN FINANCIAL SECURITIES, INC January 1984 - January 1987
Skills
Financial Services, Coaching, Sales Management, Recruiting, Business Planning, Wealth Management, Series 63, Series 7, Investments, Equities, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement Planning, Series 24, Asset Managment, Banking, Securities, Risk Management, Fixed Annuities, Credit, Leadership, Financial Advisory, Investment Advisory, Finance, Strategy, Retirement, Management
Education
College for Financial Planning
CFP, Financial Planning
Washington University in St. Louis
B.A, Psychology & Teacher Certification
Retirement September 2015 - Present
Allstate Financial January 2011 - Present
Chase Investments, formerly Wamu Investments November 2005 - November 2009
Merrill Lynch June 2004 - November 2005
Merrill Lynch January 2001 - June 2004
Merrill Lynch -- Sacramento January 1999 - January 2001
Banc of America Investments January 1992 - July 1998
Banc of America Investments January 1989 - January 1992
DEAN WITTER REYNOLDS, INC January 1987 - January 1989
GREAT WESTERN FINANCIAL SECURITIES, INC January 1984 - January 1987
Skills
Financial Services, Coaching, Sales Management, Recruiting, Business Planning, Wealth Management, Series 63, Series 7, Investments, Equities, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement Planning, Series 24, Asset Managment, Banking, Securities, Risk Management, Fixed Annuities, Credit, Leadership, Financial Advisory, Investment Advisory, Finance, Strategy, Retirement, Management
Education
College for Financial Planning
CFP, Financial Planning
Washington University in St. Louis
B.A, Psychology & Teacher Certification
Rick Janaes Rick Janaes's Merrill Lynch Experience February 1984 - February 2002
Job Managing Director at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2010 - Present
Morgan Stanley March 2002 - July 2010
Merrill Lynch February 1984 - February 2002
Education
University of South Florida 1977 — 1980
Bachelor of Business Administration (BBA), Finance and Financial Management Services
College of DuPage 1974 — 1976
Wells Fargo Advisors July 2010 - Present
Morgan Stanley March 2002 - July 2010
Merrill Lynch February 1984 - February 2002
Education
University of South Florida 1977 — 1980
Bachelor of Business Administration (BBA), Finance and Financial Management Services
College of DuPage 1974 — 1976
Leo Grenader Leo Grenader's Merrill Lynch Experience January 2007 - December 2007
Job Partner Relations, ITEGRIA | Full Technology Partner | Exclusively Serving RIA Firms | Client Focused Solutions
Industry Business Supplies and Equipment
Experience
ITEGRIA, LLC July 2011 - Present
Staples October 2006 - July 2011
Merrill Lynch January 2007 - December 2007
FedEx Office April 2004 - October 2006
Skills
IT Strategy, Strategic Communications, Disaster Recovery, Cyber-security, Customer Service, Project Management, Technical Documentation, Windows 7, Leadership, Process Improvement, Computer Hardware, Troubleshooting, Business Analysis, Software Documentation, Sales, Networking, System Administration, Hardware, Salesforce.com, Vendor Management, VMware, Active Directory, SharePoint, Wireless Networking, Integration, Windows XP, Network Administration, Microsoft Word, Microsoft Exchange, Databases, Citrix, Data Analysis, Business Intelligence, Database Administration, Data Center, HTML, Windows, SQL, Microsoft SQL Server, Network Security, Firewalls, Cisco Technologies, IIS, Inventory Management, Microsoft Office, Regulatory Compliance, Strategic Partnerships
Education
DePaul University 2006 — 2009
Bachelor's of Science, Finance, Economics
College of Lake County 2003 — 2006
Russian
Harper College 2003 — 2006
General Education
ITEGRIA, LLC July 2011 - Present
Staples October 2006 - July 2011
Merrill Lynch January 2007 - December 2007
FedEx Office April 2004 - October 2006
Skills
IT Strategy, Strategic Communications, Disaster Recovery, Cyber-security, Customer Service, Project Management, Technical Documentation, Windows 7, Leadership, Process Improvement, Computer Hardware, Troubleshooting, Business Analysis, Software Documentation, Sales, Networking, System Administration, Hardware, Salesforce.com, Vendor Management, VMware, Active Directory, SharePoint, Wireless Networking, Integration, Windows XP, Network Administration, Microsoft Word, Microsoft Exchange, Databases, Citrix, Data Analysis, Business Intelligence, Database Administration, Data Center, HTML, Windows, SQL, Microsoft SQL Server, Network Security, Firewalls, Cisco Technologies, IIS, Inventory Management, Microsoft Office, Regulatory Compliance, Strategic Partnerships
Education
DePaul University 2006 — 2009
Bachelor's of Science, Finance, Economics
College of Lake County 2003 — 2006
Russian
Harper College 2003 — 2006
General Education
JD Walker JD Walker's Merrill Lynch Experience June 2010 - September 2010
Job Sales Representative and System Install Technician for Culligan Water Filtration of New England
Industry Health, Wellness and Fitness
Experience
Kiawah Island Golf Resort August 2011 - Present
Culligan International June 2006 - Present
Merrill Lynch June 2010 - September 2010
Education
College of Charleston 2008 — 2011
Bachelor, Business Administration, Finance
Kiawah Island Golf Resort August 2011 - Present
Culligan International June 2006 - Present
Merrill Lynch June 2010 - September 2010
Education
College of Charleston 2008 — 2011
Bachelor, Business Administration, Finance
Freyja Conrad Freyja Conrad's Merrill Lynch Experience March 1997 - January 2009
Job Senior Design Consultant, Head of Design & Install Division at Dig Right In Landscaping, Inc.
Industry Environmental Services
Experience
Child Link Inc. January 2015 - Present
Dig Right In Landscaping, Inc. March 2009 - Present
Merrill Lynch March 1997 - January 2009
Federal Home Loan Bank of Chicago 1989 - 1997
Skills
Landscaping, Garden, Sustainability, Green, Landscape Design, Sustainable Design, Environmental, Environmental Awareness, Gardening, Rain Gardens, Construction, Comprehensive Planning, Residential Homes, Horticulture, Site Planning, Urban Design, Land Use Planning, Urban Planning, Green Building, Landscape Architecture, LEED, Parks, Sustainable Architecture, Submittals, Residential Design
Education
College of DuPage 2005 — 2009
Associates, Horticulture
Center for Green Technology 2006 — 2007
Certificate, Sustainability Studies
DePaul University 1985 — 1993
Bachelor's, Marketing
Child Link Inc. January 2015 - Present
Dig Right In Landscaping, Inc. March 2009 - Present
Merrill Lynch March 1997 - January 2009
Federal Home Loan Bank of Chicago 1989 - 1997
Skills
Landscaping, Garden, Sustainability, Green, Landscape Design, Sustainable Design, Environmental, Environmental Awareness, Gardening, Rain Gardens, Construction, Comprehensive Planning, Residential Homes, Horticulture, Site Planning, Urban Design, Land Use Planning, Urban Planning, Green Building, Landscape Architecture, LEED, Parks, Sustainable Architecture, Submittals, Residential Design
Education
College of DuPage 2005 — 2009
Associates, Horticulture
Center for Green Technology 2006 — 2007
Certificate, Sustainability Studies
DePaul University 1985 — 1993
Bachelor's, Marketing
Neil Murtagh, ChFC, CLU Neil Murtagh, ChFC, CLU's Merrill Lynch Experience October 2006 - Present
Job Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Skills
CRPC, Series 65, Financial Analysis, Banking, Uniform Combined State..., Commercial Banking, Portfolio Management, 401k Rollovers, Investment Advisory, Separately Managed..., Series 7
Education
University of Kent
Diploma of Higher Education in Financial Markets and Management
IFS School of Finance (United Kingdom)
Professional Diploma in Financial Services Management
College for Financial Planning
Accredited Asset Management Specialist
Merrill Lynch October 2006 - Present
Skills
CRPC, Series 65, Financial Analysis, Banking, Uniform Combined State..., Commercial Banking, Portfolio Management, 401k Rollovers, Investment Advisory, Separately Managed..., Series 7
Education
University of Kent
Diploma of Higher Education in Financial Markets and Management
IFS School of Finance (United Kingdom)
Professional Diploma in Financial Services Management
College for Financial Planning
Accredited Asset Management Specialist
Rex Baxter Rex Baxter's Merrill Lynch Experience April 1997 - April 2009
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch April 1997 - April 2009
Fidelity Investments 1995 - 1997
Education
College for Financial Planning 2011 — 2011
Accredited Portfolio Management Advisor (APMA), Portfolio Management
The American College 2002 — 2004
Certified Financial Planner practitioner, Financial Planning
Weber State University 1991 — 1996
B.S. -Business Administration, Finance
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch April 1997 - April 2009
Fidelity Investments 1995 - 1997
Education
College for Financial Planning 2011 — 2011
Accredited Portfolio Management Advisor (APMA), Portfolio Management
The American College 2002 — 2004
Certified Financial Planner practitioner, Financial Planning
Weber State University 1991 — 1996
B.S. -Business Administration, Finance
Mackenzie Johnston Mackenzie Johnston's Merrill Lynch Experience May 2014 - August 2014
Job Data Analyst at SnapCap
Industry Financial Services
Experience
SnapCap December 2014 - Present
Merrill Lynch May 2014 - August 2014
Skills
Leadership, Time Management, Finance, Financial Modeling, Google Adwords, Online Lead Generation, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research
Education
College of Charleston 2011 — 2015
Finance, Finance, General
SnapCap December 2014 - Present
Merrill Lynch May 2014 - August 2014
Skills
Leadership, Time Management, Finance, Financial Modeling, Google Adwords, Online Lead Generation, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research
Education
College of Charleston 2011 — 2015
Finance, Finance, General
Mark F. Klotzbach, Jr.'s Merrill Lynch Experience 2007 - 2012
Job Stryker Demolition & Environmental Services
Industry Construction
Experience
Stryker Demolition & Environmental Services 2014 - Present
Stryker Demolition & Environmental Services 2012 - 2014
Merrill Lynch 2007 - 2012
Education
College of Charleston
BS, Business Administration / Finance
Stryker Demolition & Environmental Services 2014 - Present
Stryker Demolition & Environmental Services 2012 - 2014
Merrill Lynch 2007 - 2012
Education
College of Charleston
BS, Business Administration / Finance
Jamie Utt's Merrill Lynch Experience January 2013 - May 2013
Job Consultant, M&A Transaction Services at Deloitte
Industry Financial Services
Experience
Deloitte January 2015 - Present
Deloitte January 2014 - March 2014
Merrill Lynch January 2013 - May 2013
Income Growth Advisors, LLC August 2012 - December 2012
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2014
MS, Accountancy; Transaction Services
College of Charleston 2009 — 2013
BS, Economics
Deloitte January 2015 - Present
Deloitte January 2014 - March 2014
Merrill Lynch January 2013 - May 2013
Income Growth Advisors, LLC August 2012 - December 2012
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2014
MS, Accountancy; Transaction Services
College of Charleston 2009 — 2013
BS, Economics
Steve Marsich Steve Marsich's Merrill Lynch Experience December 1998 - November 2001
Job National Director, Sales Strategy & Execution | BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2004 - Present
Wells Fargo Advisors December 2001 - July 2004
Merrill Lynch December 1998 - November 2001
Skills
Wealth Management, Private Banking, Loans, Investments, Portfolio Management, Commercial Banking, Commercial Lending, Banking, Management, Credit, Asset Allocation
Education
University of Wisconsin-Eau Claire 1987 — 1992
College for Financial Planning
Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA)
University of Toronto - Rotman School of Management
Executive Programs - Advanced Leadership Program
BMO Private Bank July 2004 - Present
Wells Fargo Advisors December 2001 - July 2004
Merrill Lynch December 1998 - November 2001
Skills
Wealth Management, Private Banking, Loans, Investments, Portfolio Management, Commercial Banking, Commercial Lending, Banking, Management, Credit, Asset Allocation
Education
University of Wisconsin-Eau Claire 1987 — 1992
College for Financial Planning
Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA)
University of Toronto - Rotman School of Management
Executive Programs - Advanced Leadership Program
McKinnon Shisko McKinnon Shisko's Merrill Lynch Experience May 2011 - February 2012
Job Industrial Networking Product Manager at OneSource Distributors
Industry Wholesale
Experience
OneSource Distributors May 2014 - Present
FLOATSTAND™ January 2012 - Present
OneSource Distributors January 2015 - August 2015
Sonepar USA June 2013 - May 2014
College of Charleston August 2009 - May 2013
Superior Transportation March 2013 - April 2013
Sonepar Deutschland June 2012 - July 2012
Merrill Lynch May 2011 - February 2012
Skills
Logistics, Supply Chain Management, Transportation, Warehousing, Microsoft Excel, Valuation, Proficient in Microsoft..., Microsoft Office, PowerPoint, Strategic Planning, Customer Service, Sales, Solution Selling, Sustainability, Entrepreneurship, Data Analysis
Education
College of Charleston 2009 — 2013
BS Business Administration, Concentrations: (1) Finance and (2) Global Logistics and Transportation
OneSource Distributors May 2014 - Present
FLOATSTAND™ January 2012 - Present
OneSource Distributors January 2015 - August 2015
Sonepar USA June 2013 - May 2014
College of Charleston August 2009 - May 2013
Superior Transportation March 2013 - April 2013
Sonepar Deutschland June 2012 - July 2012
Merrill Lynch May 2011 - February 2012
Skills
Logistics, Supply Chain Management, Transportation, Warehousing, Microsoft Excel, Valuation, Proficient in Microsoft..., Microsoft Office, PowerPoint, Strategic Planning, Customer Service, Sales, Solution Selling, Sustainability, Entrepreneurship, Data Analysis
Education
College of Charleston 2009 — 2013
BS Business Administration, Concentrations: (1) Finance and (2) Global Logistics and Transportation
Wesley A. Wallace Wesley A. Wallace's Merrill Lynch Experience November 2003 - June 2004
Job Accountant at CNR Technologies
Industry Construction
Experience
Envision Communications, LLC February 2015 - May 2015
ADP July 2014 - December 2014
Delta Air Lines (Cargo Accounting) March 2013 - April 2014
L-3 Communications November 2012 - January 2013
Magnolia Advanced Materials / Magnolia Plastics September 2012 - November 2012
Verizon Wireless (VzW) May 2010 - February 2012
Oldcastle Precast November 2007 - February 2008
ProQuip, USA May 2007 - August 2007
Gate Petroleum Company June 2004 - February 2007
Merrill Lynch November 2003 - June 2004
Skills
Tax, General Ledger, Payroll, Budgeting, Balance, Financial Reporting, Forecasting, Excel, Accounts Payable, Accounts Receivable, Process Improvement, Financial Analysis, Accounting, SOX, Job Costing, Activity Based Costing, Quality Control, Standard Costing, Microsoft Excel, Budgets, Sarbanes-Oxley Act, Invoicing, Financial Statements, QuickBooks, Cash Flow, Journal Entries
Education
University of North Florida 1998 — 2003
BBA, Accounting
University of North Florida 1995 — 1998
BA, Psychology
College of Lake County 1987 — 1988
Electronics, Electrical Technician A-School, USN, Chicago, IL
Chamblee High School 1977 — 1981
9-12
Georgia Institute of Technology
ISYE
Envision Communications, LLC February 2015 - May 2015
ADP July 2014 - December 2014
Delta Air Lines (Cargo Accounting) March 2013 - April 2014
L-3 Communications November 2012 - January 2013
Magnolia Advanced Materials / Magnolia Plastics September 2012 - November 2012
Verizon Wireless (VzW) May 2010 - February 2012
Oldcastle Precast November 2007 - February 2008
ProQuip, USA May 2007 - August 2007
Gate Petroleum Company June 2004 - February 2007
Merrill Lynch November 2003 - June 2004
Skills
Tax, General Ledger, Payroll, Budgeting, Balance, Financial Reporting, Forecasting, Excel, Accounts Payable, Accounts Receivable, Process Improvement, Financial Analysis, Accounting, SOX, Job Costing, Activity Based Costing, Quality Control, Standard Costing, Microsoft Excel, Budgets, Sarbanes-Oxley Act, Invoicing, Financial Statements, QuickBooks, Cash Flow, Journal Entries
Education
University of North Florida 1998 — 2003
BBA, Accounting
University of North Florida 1995 — 1998
BA, Psychology
College of Lake County 1987 — 1988
Electronics, Electrical Technician A-School, USN, Chicago, IL
Chamblee High School 1977 — 1981
9-12
Georgia Institute of Technology
ISYE
Timothy Curley, CRPC's Merrill Lynch Experience September 2005 - March 2008
Job Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
UBS Wealth Management March 2008 - August 2014
Merrill Lynch September 2005 - March 2008
GAINSystems April 2000 - September 2005
AMSPEC March 1985 - March 2000
Harshaw Chemical 1978 - 1985
Harshaw Chemical 1978 - 1985
Education
College for Financial Planning 2012 — 2012
CRPC, Chartered Retirement Planning Counselor
Geneva College 1974 — 1978
BS, Chemistry
Wells Fargo Advisors August 2014 - Present
UBS Wealth Management March 2008 - August 2014
Merrill Lynch September 2005 - March 2008
GAINSystems April 2000 - September 2005
AMSPEC March 1985 - March 2000
Harshaw Chemical 1978 - 1985
Harshaw Chemical 1978 - 1985
Education
College for Financial Planning 2012 — 2012
CRPC, Chartered Retirement Planning Counselor
Geneva College 1974 — 1978
BS, Chemistry
Emily Lindberg, CFA Emily Lindberg, CFA's Merrill Lynch Experience June 2010 - August 2010
Job Analyst at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates April 2014 - Present
Bridgewater Associates April 2013 - March 2014
Genworth Financial August 2011 - April 2013
Genworth Financial May 2011 - August 2011
College of Charleston Cougar Calling Center October 2008 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Proficiency in Spanish, Business Objects, Microsoft Office 2007, Economics, Communication Skills, Corporate Communications, Investments, Insurance, BlackRock Aladdin, Portfolio Management, Financial Services
Education
College of Charleston 2007 — 2011
Bachelor of Science (B.S.), Economics, Business Administration, Finance, Spanish
Ecole de Management de Strasbourg 2010 — 2010
Simsbury High School 2003 — 2007
Bridgewater Associates April 2014 - Present
Bridgewater Associates April 2013 - March 2014
Genworth Financial August 2011 - April 2013
Genworth Financial May 2011 - August 2011
College of Charleston Cougar Calling Center October 2008 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Proficiency in Spanish, Business Objects, Microsoft Office 2007, Economics, Communication Skills, Corporate Communications, Investments, Insurance, BlackRock Aladdin, Portfolio Management, Financial Services
Education
College of Charleston 2007 — 2011
Bachelor of Science (B.S.), Economics, Business Administration, Finance, Spanish
Ecole de Management de Strasbourg 2010 — 2010
Simsbury High School 2003 — 2007
William Slough William Slough's Merrill Lynch Experience January 2011 - November 2012
Job Associate Residential Real Estate Appraiser
Industry Real Estate
Experience
Merrill Lynch January 2011 - November 2012
sanofi-aventis 2004 - 2010
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Managed Care, Sales Management, Cross-functional Team..., Account Management, New Business Development, Selling, Business Planning, Sales Operations, Medical Devices, Strategy, Competitive Analysis, Leadership, Sales, Urology
Education
Texas A&M University 1977 — 1986
B.A., Political Science
College for Financial Planning 2011 — 2012
CRPC, Retirement Planning
Norfolk Catholic High School 1976 — 1977
H.S. diploma
Merrill Lynch January 2011 - November 2012
sanofi-aventis 2004 - 2010
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Managed Care, Sales Management, Cross-functional Team..., Account Management, New Business Development, Selling, Business Planning, Sales Operations, Medical Devices, Strategy, Competitive Analysis, Leadership, Sales, Urology
Education
Texas A&M University 1977 — 1986
B.A., Political Science
College for Financial Planning 2011 — 2012
CRPC, Retirement Planning
Norfolk Catholic High School 1976 — 1977
H.S. diploma
Richard Pelfrey, CRPC's Merrill Lynch Experience Southern California Branch ManagerIndex Futures GroupDecember 2011 - July 2012
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Southern California Branch ManagerIndex Futures GroupDecember 2011 - July 2012
Option Investments, Inc. (OpVest) February 2003 - September 2011
Starbucks November 1998 - February 2003
United States Marine Corps September 1994 - September 1998
Skills
Investments, Asset Management, Financial Analysis, Alternative Investments, Strategic Financial..., Finance, Financial Modeling, Investment Strategies, Insurance, Options, Customer Service, Investment Advisory, Sales, Mutual Funds, Microsoft Office, Commodity, Sales Management, Series 7, Wealth Management, Salesforce.com, Account Management, Coaching, Team Building, Trading Strategies, Microsoft Excel, Technical Analysis, Social Media, Marketing, Training, Retirement Planning, Hedge Funds, Leadership, Strategic Planning, Loans, Corporate Finance, Asset Allocation, Asset Managment, Credit, New Business Development, Portfolio Management, Risk Management, Trading, FINRA, Financial Planning, Options Strategies
Education
College for Financial Planning 2015 — 2019
Financial Planning and Services
Orange Coast College 2002 — 2003
Business/Commerce, General
Golden West College 1998 — 2001
Business Administration and Management, General
Merrill Lynch Southern California Branch ManagerIndex Futures GroupDecember 2011 - July 2012
Option Investments, Inc. (OpVest) February 2003 - September 2011
Starbucks November 1998 - February 2003
United States Marine Corps September 1994 - September 1998
Skills
Investments, Asset Management, Financial Analysis, Alternative Investments, Strategic Financial..., Finance, Financial Modeling, Investment Strategies, Insurance, Options, Customer Service, Investment Advisory, Sales, Mutual Funds, Microsoft Office, Commodity, Sales Management, Series 7, Wealth Management, Salesforce.com, Account Management, Coaching, Team Building, Trading Strategies, Microsoft Excel, Technical Analysis, Social Media, Marketing, Training, Retirement Planning, Hedge Funds, Leadership, Strategic Planning, Loans, Corporate Finance, Asset Allocation, Asset Managment, Credit, New Business Development, Portfolio Management, Risk Management, Trading, FINRA, Financial Planning, Options Strategies
Education
College for Financial Planning 2015 — 2019
Financial Planning and Services
Orange Coast College 2002 — 2003
Business/Commerce, General
Golden West College 1998 — 2001
Business Administration and Management, General
Patrick S. O'Connor, CRPC Patrick S. O'Connor, CRPC's Merrill Lynch Experience November 2004 - September 2011
Job Managing Principal, PIM Portfolio Manager at Wells Fargo Advisors Financial Network, LLC. Member SIPC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC. Member SIPC September 2011 - Present
Merrill Lynch November 2004 - September 2011
Morgan Stanley December 1999 - November 2004
Skills
Wealth Management, Estate Planning, Series 7, Management, Personal Financial..., 401k Rollovers, Commercial Lending, Philanthropy, Strategic Planning, Succession Planning, Liability Management, Retirement plans, Corporate Retirement..., Series 3, Private Foundations, Employer Stock Options, Inheritance, Pension Distribution, College Planning, Retirement Income..., Commercial Real Estate..., Commercial Refinancing, Certified Special Needs..., Private Investment..., Wealth Preservation..., Tax-Efficient Strategies, Multigenerational..., Estate Investment..., Deferred Compensation..., Investment Strategies, Asset Allocation, Wealth-Preservation..., Concentrated Stock..., Business-Owner Planning, Businees-Succession..., Risk Management, ALM, Investments, Investment Management, Retirement Planning, FINRA, Real Estate, Wealth, Pensions, Employee Benefits, Series 63, Educational Consulting, Asset Management, Portfolio Management, Financial Advisory
Education
College for Financial Planning
Wells Fargo Advisors Financial Network, LLC. Member SIPC September 2011 - Present
Merrill Lynch November 2004 - September 2011
Morgan Stanley December 1999 - November 2004
Skills
Wealth Management, Estate Planning, Series 7, Management, Personal Financial..., 401k Rollovers, Commercial Lending, Philanthropy, Strategic Planning, Succession Planning, Liability Management, Retirement plans, Corporate Retirement..., Series 3, Private Foundations, Employer Stock Options, Inheritance, Pension Distribution, College Planning, Retirement Income..., Commercial Real Estate..., Commercial Refinancing, Certified Special Needs..., Private Investment..., Wealth Preservation..., Tax-Efficient Strategies, Multigenerational..., Estate Investment..., Deferred Compensation..., Investment Strategies, Asset Allocation, Wealth-Preservation..., Concentrated Stock..., Business-Owner Planning, Businees-Succession..., Risk Management, ALM, Investments, Investment Management, Retirement Planning, FINRA, Real Estate, Wealth, Pensions, Employee Benefits, Series 63, Educational Consulting, Asset Management, Portfolio Management, Financial Advisory
Education
College for Financial Planning
Cintron Shiver Cintron Shiver's Merrill Lynch Experience December 2006 - November 2009
Job Innovative Business Operations and Service Manager
Industry Banking
Experience
Bank of America June 2014 - Present
Celebrity Cruises, Inc. January 2014 - April 2014
PSAV March 2011 - January 2014
C. Elite, LLC March 2009 - January 2012
Georgia World Congress Center 2011 - 2012
Georgia World Congress Center 2011 - 2012
Georgia World Congress Center 2011 - 2012
Merrill Lynch December 2006 - November 2009
Merrill Lynch May 2006 - December 2006
Rock Crest Investments, LLC Marietta, GA February 2006 - May 2006
Skills
Event Planning, Negotiation, Marketing, CRM, Critical Thinking, Customer Service, Budgets, Sales, Team Building, Strategic Planning, Management, Process Improvement, Strategy, Leadership, Training, Event Management, Call Centers, Research, PowerPoint, Hotels, Public Speaking, Microsoft Office, Analysis, Time Management, Problem Solving, Coaching, Microsoft Excel
Education
College of Charleston
B.S, Business Administration
College of Charleston
B.S, Accounting
Webster University
Master of Business Administration (M.B.A.), Organizational Leadership
Bank of America June 2014 - Present
Celebrity Cruises, Inc. January 2014 - April 2014
PSAV March 2011 - January 2014
C. Elite, LLC March 2009 - January 2012
Georgia World Congress Center 2011 - 2012
Georgia World Congress Center 2011 - 2012
Georgia World Congress Center 2011 - 2012
Merrill Lynch December 2006 - November 2009
Merrill Lynch May 2006 - December 2006
Rock Crest Investments, LLC Marietta, GA February 2006 - May 2006
Skills
Event Planning, Negotiation, Marketing, CRM, Critical Thinking, Customer Service, Budgets, Sales, Team Building, Strategic Planning, Management, Process Improvement, Strategy, Leadership, Training, Event Management, Call Centers, Research, PowerPoint, Hotels, Public Speaking, Microsoft Office, Analysis, Time Management, Problem Solving, Coaching, Microsoft Excel
Education
College of Charleston
B.S, Business Administration
College of Charleston
B.S, Accounting
Webster University
Master of Business Administration (M.B.A.), Organizational Leadership
Taylor Lee Taylor Lee's Merrill Lynch Experience 1999 - 2003
Job Healthcare Operations Consultant
Industry Hospital & Health Care
Experience
Healthcare Consultant 2012 - Present
Knowledge Capital Group 2012 - 2014
Independent Healthcare Pharmacy (IHP) Network, Inc. 2011 - 2012
Patient ONE Medical Center 2007 - 2011
Health First Urgent and Primary Care 2006 - 2007
South Carolina Stingrays Hockey 2003 - 2006
Merrill Lynch 1999 - 2003
American Management Systems, Inc (AMS) 1997 - 1999
Medical University of South Carolina 1992 - 1995
Skills
Strategic Planning, Strategy, Budgets, Management, Project Management, New Business Development, Team Building, Process Improvement, Leadership, Business Development, Program Management, Product Marketing, Start-up Leadership, Customer Service, Employee Relations, Revenue Analysis, P&L Management, Start-ups, Performance & Process..., Benefits / Compensation, Policy Development &..., Budget & Resource..., Revenue Strategies, Marketing, Marketing Strategy
Education
The College of William and Mary - The Mason School of Business
MBA, Management Information Systems, Marketing
College of Charleston
B.S., Exercise Science/Sports Medicine
Healthcare Consultant 2012 - Present
Knowledge Capital Group 2012 - 2014
Independent Healthcare Pharmacy (IHP) Network, Inc. 2011 - 2012
Patient ONE Medical Center 2007 - 2011
Health First Urgent and Primary Care 2006 - 2007
South Carolina Stingrays Hockey 2003 - 2006
Merrill Lynch 1999 - 2003
American Management Systems, Inc (AMS) 1997 - 1999
Medical University of South Carolina 1992 - 1995
Skills
Strategic Planning, Strategy, Budgets, Management, Project Management, New Business Development, Team Building, Process Improvement, Leadership, Business Development, Program Management, Product Marketing, Start-up Leadership, Customer Service, Employee Relations, Revenue Analysis, P&L Management, Start-ups, Performance & Process..., Benefits / Compensation, Policy Development &..., Budget & Resource..., Revenue Strategies, Marketing, Marketing Strategy
Education
The College of William and Mary - The Mason School of Business
MBA, Management Information Systems, Marketing
College of Charleston
B.S., Exercise Science/Sports Medicine
William Irby's Merrill Lynch Experience January 2012 - May 2012
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2012 - Present
Merrill Lynch January 2012 - May 2012
West End Orthopaedic Clinic June 2007 - August 2007
Skills
Leadership, Spanish, PowerPoint, Microsoft Excel, Access, Financial Analysis, Investments, Analysis, Economics, Microsoft Office, Teamwork, Time Management, Microsoft Word, Financial Modeling, Series 7, Market Research, Data Analysis, Series 66, Business Planning
Education
College of Charleston 2008 — 2012
Bachelor of Science, International Business Administration with a minor in Spanish
St. Christopher's High School 2004 — 2008
RBC Wealth Management July 2012 - Present
Merrill Lynch January 2012 - May 2012
West End Orthopaedic Clinic June 2007 - August 2007
Skills
Leadership, Spanish, PowerPoint, Microsoft Excel, Access, Financial Analysis, Investments, Analysis, Economics, Microsoft Office, Teamwork, Time Management, Microsoft Word, Financial Modeling, Series 7, Market Research, Data Analysis, Series 66, Business Planning
Education
College of Charleston 2008 — 2012
Bachelor of Science, International Business Administration with a minor in Spanish
St. Christopher's High School 2004 — 2008
Bryan B. Delgado's Merrill Lynch Experience April 2012 - September 2012
Job Commercial Real Estate Salesman at Roadstead Real Estate Advisors, LLC
Industry Human Resources
Experience
Roadstead Real Estate Advisors, LLC May 2015 - Present
PEOPLEASE April 2015 - May 2015
MDA Construction LLC August 2014 - April 2015
Computer Sales & Services of South Carolina April 2013 - November 2013
NCGS, Inc. October 2012 - April 2013
Coastal Valet April 2010 - October 2012
Merrill Lynch April 2012 - September 2012
Skills
Facebook, Marketing, Social Media, Marketing Communications, Public Relations, Strategy, Salesforce.com, Management, Advertising, Sales, Corporate Communications, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Outlook, Research, Digital Media, Windows, Social Networking
Education
College of Charleston 2008 — 2012
Bachelor of Arts (BA), Corporate Communications
Kempsville High School
Diploma
Roadstead Real Estate Advisors, LLC May 2015 - Present
PEOPLEASE April 2015 - May 2015
MDA Construction LLC August 2014 - April 2015
Computer Sales & Services of South Carolina April 2013 - November 2013
NCGS, Inc. October 2012 - April 2013
Coastal Valet April 2010 - October 2012
Merrill Lynch April 2012 - September 2012
Skills
Facebook, Marketing, Social Media, Marketing Communications, Public Relations, Strategy, Salesforce.com, Management, Advertising, Sales, Corporate Communications, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Outlook, Research, Digital Media, Windows, Social Networking
Education
College of Charleston 2008 — 2012
Bachelor of Arts (BA), Corporate Communications
Kempsville High School
Diploma
Michael J. Hart, CRPC®, CFP®'s Merrill Lynch Experience January 2011 - Present
Job Vice President & Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
T. Rowe Price Group, Inc. (Tampa, FL) July 2006 - January 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Asset Allocation, 401k, Series 7, Mutual Funds, Uniform Combined State..., Investment Strategies, Asset Management, Financial Analysis, Investment Advisory, Financial Planning, Securities
Education
College for Financial Planning
Master of Science Degree (MS)
University of Florida
Bachelor of Science Degree
Merrill Lynch January 2011 - Present
T. Rowe Price Group, Inc. (Tampa, FL) July 2006 - January 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Asset Allocation, 401k, Series 7, Mutual Funds, Uniform Combined State..., Investment Strategies, Asset Management, Financial Analysis, Investment Advisory, Financial Planning, Securities
Education
College for Financial Planning
Master of Science Degree (MS)
University of Florida
Bachelor of Science Degree
Casey Todd Casey Todd's Merrill Lynch Experience February 2008 - August 2009
Job Owner/Operator, Passiflora Landscape & Design, LLC
Industry Farming
Experience
Passiflora Landscape & Design, LLC July 2011 - Present
Passiflora Designs January 2012 - Present
Carolina Garden World September 2009 - August 2011
Merrill Lynch February 2008 - August 2009
Hyams Garden Center August 2004 - June 2009
Skills
Customer Service, Residential, Garden, Small Business, Retail, Residential Homes, Strategic Planning, Real Estate, Horticulture, Landscaping, Sales, Selling
Education
Spartanburg Community College 2008 — 2010
Horticulture, Landscape Mangement, Plant Materials, Landscape Construction, Turfgrass, Irrigation
College of Charleston 2003 — 2007
Business Administration, Business Management
Bishop England High School
Passiflora Landscape & Design, LLC July 2011 - Present
Passiflora Designs January 2012 - Present
Carolina Garden World September 2009 - August 2011
Merrill Lynch February 2008 - August 2009
Hyams Garden Center August 2004 - June 2009
Skills
Customer Service, Residential, Garden, Small Business, Retail, Residential Homes, Strategic Planning, Real Estate, Horticulture, Landscaping, Sales, Selling
Education
Spartanburg Community College 2008 — 2010
Horticulture, Landscape Mangement, Plant Materials, Landscape Construction, Turfgrass, Irrigation
College of Charleston 2003 — 2007
Business Administration, Business Management
Bishop England High School
Benny Sebastian, PMP's Merrill Lynch Experience January 2006 - Present
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch January 2006 - Present
Merrill Lynch 2000 - 2006
Merrill Lynch June 1996 - 2000
Tata Consultancy Services 1994 - 1996
Skills
Program Management, PMP, Software Development, Project Management, Risk Management, SDLC, Business Analysis, Vendor Management, IT Strategy, Software Project..., Enterprise Architecture, Management, PMO, Requirements Analysis, Project Portfolio..., Agile Methodologies, Equities
Education
College of Engineering, Trivandrum 1986 — 1990
Btech, Electrical Engineering
University of Kerala 1986 — 1990
Btech, Electrical & Electronics Engineering
Merrill Lynch January 2006 - Present
Merrill Lynch 2000 - 2006
Merrill Lynch June 1996 - 2000
Tata Consultancy Services 1994 - 1996
Skills
Program Management, PMP, Software Development, Project Management, Risk Management, SDLC, Business Analysis, Vendor Management, IT Strategy, Software Project..., Enterprise Architecture, Management, PMO, Requirements Analysis, Project Portfolio..., Agile Methodologies, Equities
Education
College of Engineering, Trivandrum 1986 — 1990
Btech, Electrical Engineering
University of Kerala 1986 — 1990
Btech, Electrical & Electronics Engineering
Matthew S. Brown, CRPC Matthew S. Brown, CRPC's Merrill Lynch Experience January 1999 - March 2009
Job Chartered Retirement Planning Counselor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Merrill Lynch January 1999 - March 2009
Merrill Lynch June 1995 - December 1998
Education
College for Financial Planning
Milford High School
Ameriprise Financial April 2009 - Present
Merrill Lynch January 1999 - March 2009
Merrill Lynch June 1995 - December 1998
Education
College for Financial Planning
Milford High School
Sam Olmstead Sam Olmstead's Merrill Lynch Experience 1996 - 2002
Job Consultant at Towers Watson
Industry Insurance
Experience
Towers Watson March 2015 - Present
Benefits Resource, Now A Digital Benefit Advisors Company March 2002 - February 2015
Merrill Lynch 1996 - 2002
FDIC 1990 - April 1996
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Strategic Planning, Retirement Planning, Retirement, Benefits Administration, Underwriting, Investments, Mutual Funds, Estate Planning, Risk Management, Health Insurance, Asset Allocation, Due Diligence, Contract Negotiation, Wellness, Banking, Employee Benefits, Leadership, Account Management, Brokers, Management, Financial Planning
Education
College for Financial Planning 2000 — 2001
CFP® Certification Professional Education Program, Financial Planning
Keene State College 1985 — 1989
Bachelor of Science, Business Management
Towers Watson March 2015 - Present
Benefits Resource, Now A Digital Benefit Advisors Company March 2002 - February 2015
Merrill Lynch 1996 - 2002
FDIC 1990 - April 1996
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Strategic Planning, Retirement Planning, Retirement, Benefits Administration, Underwriting, Investments, Mutual Funds, Estate Planning, Risk Management, Health Insurance, Asset Allocation, Due Diligence, Contract Negotiation, Wellness, Banking, Employee Benefits, Leadership, Account Management, Brokers, Management, Financial Planning
Education
College for Financial Planning 2000 — 2001
CFP® Certification Professional Education Program, Financial Planning
Keene State College 1985 — 1989
Bachelor of Science, Business Management
Leonard Acquaye Leonard Acquaye's Merrill Lynch Experience October 2006 - February 2008
Job Chief Operating Officer at itakos, LLC
Industry Research
Experience
itakos, LLC June 2014 - Present
Axis Practice Solutions - Management June 2012 - July 2014
University of Central Oklahoma August 2011 - May 2012
a la mode, inc. March 2008 - September 2010
Merrill Lynch October 2006 - February 2008
AXA Advisors October 2005 - September 2006
Skills
Leadership, Business Development, Business Analysis, Sales, Sales Management, New Business Development, Risk Management, Data Analysis, Customer Service, Process Improvement, Product Management, CRM, Finance, Business Planning, Management, Product Development, Consulting, Strategic Planning
Education
University of Central Oklahoma - College of Business Administration 2011 — 2012
Masters, Business Administration
University of Oklahoma - Price College of Business 1999 — 2005
BBA, Finance & Economics
itakos, LLC June 2014 - Present
Axis Practice Solutions - Management June 2012 - July 2014
University of Central Oklahoma August 2011 - May 2012
a la mode, inc. March 2008 - September 2010
Merrill Lynch October 2006 - February 2008
AXA Advisors October 2005 - September 2006
Skills
Leadership, Business Development, Business Analysis, Sales, Sales Management, New Business Development, Risk Management, Data Analysis, Customer Service, Process Improvement, Product Management, CRM, Finance, Business Planning, Management, Product Development, Consulting, Strategic Planning
Education
University of Central Oklahoma - College of Business Administration 2011 — 2012
Masters, Business Administration
University of Oklahoma - Price College of Business 1999 — 2005
BBA, Finance & Economics
Crystal Retzer, PHR Crystal Retzer, PHR's Merrill Lynch Experience July 2000 - September 2001
Job HR Professional
Industry Human Resources
Experience
McBride Orthopedic Hospital 2009 - Present
Army and Air Force Exchange Sercvices (AAFES) August 2011 - December 2011
Sonic Restaurants, Inc January 2007 - June 2009
SONIC®, America's Drive-In® 2007 - 2009
Oklahoma Cardiovascular Associates September 2001 - January 2007
Merrill Lynch July 2000 - September 2001
First Fidelity Bank February 1999 - July 2000
Citizens Bank of Edmond January 1997 - February 1999
Skills
HR Policies, Employment Law, Sales, Talent Management, HRIS, Time Management, FMLA, Human Resources, Recruiting, Employee Relations, Applicant Tracking..., Onboarding, Benefits Administration, Succession Planning, Policy, New Hire Orientations, Coaching, Employee Benefits
Education
College of Business 1997 — 2000
Bachelors, Human Resources
McBride Orthopedic Hospital 2009 - Present
Army and Air Force Exchange Sercvices (AAFES) August 2011 - December 2011
Sonic Restaurants, Inc January 2007 - June 2009
SONIC®, America's Drive-In® 2007 - 2009
Oklahoma Cardiovascular Associates September 2001 - January 2007
Merrill Lynch July 2000 - September 2001
First Fidelity Bank February 1999 - July 2000
Citizens Bank of Edmond January 1997 - February 1999
Skills
HR Policies, Employment Law, Sales, Talent Management, HRIS, Time Management, FMLA, Human Resources, Recruiting, Employee Relations, Applicant Tracking..., Onboarding, Benefits Administration, Succession Planning, Policy, New Hire Orientations, Coaching, Employee Benefits
Education
College of Business 1997 — 2000
Bachelors, Human Resources
Ted Fetner Ted Fetner's Merrill Lynch Experience June 1983 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1983 - Present
U. S. Air Force June 1973 - June 1985
Education
The Citadel 1969 — 1973
B. S., Business Administration
University of Utah - David Eccles School of Business 1975 — 1977
MBA
College for Financial Planning
CFP, CRPC
Merrill Lynch June 1983 - Present
U. S. Air Force June 1973 - June 1985
Education
The Citadel 1969 — 1973
B. S., Business Administration
University of Utah - David Eccles School of Business 1975 — 1977
MBA
College for Financial Planning
CFP, CRPC
Sarah L. Exell's Merrill Lynch Experience October 2013 - January 2015
Job Charleston, SC .
Industry Financial Services
Experience
s.l.e April 2010 - Present
Merrill Lynch October 2013 - January 2015
Bank of America Merrill Lynch April 2013 - January 2015
Automated Trading Desk (ATD) , a Citi company June 2010 - May 2011
Bloomberg L.P. 2007 - 2010
Skills
French, Bloomberg Terminal, ThomsonOne, Microsoft Office, Microsoft Excel, Art, Painting, Photography, Social Media, Financial Markets, Bloomberg, Market Data, Equities, Equity Trading, Series 7, Series 66, Finance, Options, Investments
Education
College of Charleston 2003 — 2007
Bachelor of Science (B.S.), International Business
College of Charleston 2003 — 2007
Bachelor of Arts (B.A.), French
s.l.e April 2010 - Present
Merrill Lynch October 2013 - January 2015
Bank of America Merrill Lynch April 2013 - January 2015
Automated Trading Desk (ATD) , a Citi company June 2010 - May 2011
Bloomberg L.P. 2007 - 2010
Skills
French, Bloomberg Terminal, ThomsonOne, Microsoft Office, Microsoft Excel, Art, Painting, Photography, Social Media, Financial Markets, Bloomberg, Market Data, Equities, Equity Trading, Series 7, Series 66, Finance, Options, Investments
Education
College of Charleston 2003 — 2007
Bachelor of Science (B.S.), International Business
College of Charleston 2003 — 2007
Bachelor of Arts (B.A.), French
Ryan Conklin Ryan Conklin's Merrill Lynch Experience February 2015 - Present
Job GWIM Operations Rep at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch September 2014 - Present
College of Charleston 2013 - Present
College of Charleston 2012 - 2013
Trump National Golf Club January 2008 - August 2012
College of Charleston 2010 - 2011
Skills
Financial Analysis, Social Networking, Cross-functional Team..., PowerPoint, Client Development, Microsoft Excel, Microsoft Word, Statistics, Sports, Food & Beverage, Sports Marketing, Event Planning, Hospitality, Social Media, Event Management, Time Management
Education
College of Charleston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration
Merrill Lynch February 2015 - Present
Merrill Lynch September 2014 - Present
College of Charleston 2013 - Present
College of Charleston 2012 - 2013
Trump National Golf Club January 2008 - August 2012
College of Charleston 2010 - 2011
Skills
Financial Analysis, Social Networking, Cross-functional Team..., PowerPoint, Client Development, Microsoft Excel, Microsoft Word, Statistics, Sports, Food & Beverage, Sports Marketing, Event Planning, Hospitality, Social Media, Event Management, Time Management
Education
College of Charleston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration
Tasker Sheila Tasker Sheila's Merrill Lynch Experience January 2006 - December 2009
Job Administrative Assistant to Technology Executive at Bank of America
Industry Banking
Experience
Bank of America December 2009 - Present
Merrill Lynch January 2006 - December 2009
Center for Maine Contemporary Art September 1995 - August 2002
Casco Northern Bank 1990 - 1995
Connecticut Bank and Trust Company 1970 - 1989
Skills
Business Analysis, Risk Management, IT Management, Project Management, Process Improvement, ITIL
Education
Harvard University Graduate School of Business Administration
Strategic Perspectives in Nonprofit Management
College for Financial Planning
Certified Financial Planner
University of Hartford
Bachelor's Degree, Business Administration and Management, General, Summa Cum Laude
Bank of America December 2009 - Present
Merrill Lynch January 2006 - December 2009
Center for Maine Contemporary Art September 1995 - August 2002
Casco Northern Bank 1990 - 1995
Connecticut Bank and Trust Company 1970 - 1989
Skills
Business Analysis, Risk Management, IT Management, Project Management, Process Improvement, ITIL
Education
Harvard University Graduate School of Business Administration
Strategic Perspectives in Nonprofit Management
College for Financial Planning
Certified Financial Planner
University of Hartford
Bachelor's Degree, Business Administration and Management, General, Summa Cum Laude
Marsha Vaughan's Merrill Lynch Experience August 2006 - December 2010
Job .
Industry Financial Services
Experience
Scott & Stringfellow December 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2012
Merrill Lynch August 2006 - December 2010
Banc of America Investments April 2000 - August 2006
Ameriprise Financial April 1999 - March 2000
Skills
Wealth Management, Investments, Insurance, Finance, Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Loans, Fixed Income, Financial Advisory, Strategic Financial..., Sales, Alternative Investments, Public Relations
Education
College of Charleston 1994 — 1998
BA, Corporate Communication
Scott & Stringfellow December 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2012
Merrill Lynch August 2006 - December 2010
Banc of America Investments April 2000 - August 2006
Ameriprise Financial April 1999 - March 2000
Skills
Wealth Management, Investments, Insurance, Finance, Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Loans, Fixed Income, Financial Advisory, Strategic Financial..., Sales, Alternative Investments, Public Relations
Education
College of Charleston 1994 — 1998
BA, Corporate Communication
Patrick Ketchoyian, MBA Patrick Ketchoyian, MBA's Merrill Lynch Experience 2010 - 2012
Job Assistant Vice President, Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust 2014 - Present
Merrill Lynch 2010 - 2012
Merrill Lynch 2009 - 2010
Skills
Portfolio Management, Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Series 63, Alternative Investments, Financial Analysis, Investment Advisory, Investment Strategies, Asset Management, Equities, Financial Planning
Education
College for Financial Planning 2014 — 2016
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA
Concordia University Irvine 2005 — 2009
Business Administration, Finance and Marketing
U.S. Trust 2014 - Present
Merrill Lynch 2010 - 2012
Merrill Lynch 2009 - 2010
Skills
Portfolio Management, Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Series 63, Alternative Investments, Financial Analysis, Investment Advisory, Investment Strategies, Asset Management, Equities, Financial Planning
Education
College for Financial Planning 2014 — 2016
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA
Concordia University Irvine 2005 — 2009
Business Administration, Finance and Marketing
Byron Stahl Byron Stahl's Merrill Lynch Experience May 2011 - August 2011
Job Financial Services Professional at Atlantic Coast Advisory Group of Charleston
Industry Financial Services
Experience
Atlantic Coast Advisory Group 2013 - Present
New York Life Insurance Company May 2012 - December 2012
Merrill Lynch May 2011 - August 2011
United States Senate May 2010 - July 2010
Skills
Financial Analysis, Strategic Financial..., Financial Risk, Economics, International Economics, Estate Planning, Sales, Equity Valuation, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Insurance, Equities, Securities, Series 7, Financial Services, Asset Allocation, Retirement, Finance, Financial Advisory, Wealth Management, IRAs, Asset Management, Investment Advisory
Education
College of Charleston 2008 — 2012
Bachelor of Science (BS), Economics
West Ashley HIgh
Atlantic Coast Advisory Group 2013 - Present
New York Life Insurance Company May 2012 - December 2012
Merrill Lynch May 2011 - August 2011
United States Senate May 2010 - July 2010
Skills
Financial Analysis, Strategic Financial..., Financial Risk, Economics, International Economics, Estate Planning, Sales, Equity Valuation, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Insurance, Equities, Securities, Series 7, Financial Services, Asset Allocation, Retirement, Finance, Financial Advisory, Wealth Management, IRAs, Asset Management, Investment Advisory
Education
College of Charleston 2008 — 2012
Bachelor of Science (BS), Economics
West Ashley HIgh
Scott Dreher's Merrill Lynch Experience May 1996 - February 2001
Job Healthcare Consultant
Industry Medical Devices
Experience
Integrated Medical Systems International, Inc. April 2010 - Present
Novo Nordisk January 2008 - April 2010
Solvay Pharmaceuticals July 2006 - January 2008
TAP Pharmaceuticals July 2003 - June 2005
Merrill Lynch May 1996 - February 2001
Skills
Surgical Device..., Operating Room Process..., Medical Inventory..., Contract Negotiation, Sales Process, Internal Medicine, Business Planning, Process Improvement, Medical Devices, Hospitals, Consultative Selling, Operating Room, Product Launches, Cold Calling, Surgery, Healthcare, Pharmaceuticals, Biotechnology, Pharmaceutical Industry, Product Launch, Clinical Research, Selling, Cross-functional Team..., Market Development, Capital Equipment, Sales Management, Sales Operations, Pharmaceutical Sales, Sales, Surgical Instruments, Cardiology, Medicine, Orthopedic, Gastroenterology, Neurology, Physicians, Sales Force Development, Managed Care, Urology, Surgeons, Disposables, Diabetes, Sales Presentations, Sales Effectiveness, Endocrinology, Endoscopy, Selling Skills, Orthopedics
Education
University of Denver - Sturm College of Law 1993 — 1994
Law
Colorado State University 1986 — 1990
Bachelor of Science, Biological Science
College for Financial Planning 1997 — 1999
CFP, Asset Management
Integrated Medical Systems International, Inc. April 2010 - Present
Novo Nordisk January 2008 - April 2010
Solvay Pharmaceuticals July 2006 - January 2008
TAP Pharmaceuticals July 2003 - June 2005
Merrill Lynch May 1996 - February 2001
Skills
Surgical Device..., Operating Room Process..., Medical Inventory..., Contract Negotiation, Sales Process, Internal Medicine, Business Planning, Process Improvement, Medical Devices, Hospitals, Consultative Selling, Operating Room, Product Launches, Cold Calling, Surgery, Healthcare, Pharmaceuticals, Biotechnology, Pharmaceutical Industry, Product Launch, Clinical Research, Selling, Cross-functional Team..., Market Development, Capital Equipment, Sales Management, Sales Operations, Pharmaceutical Sales, Sales, Surgical Instruments, Cardiology, Medicine, Orthopedic, Gastroenterology, Neurology, Physicians, Sales Force Development, Managed Care, Urology, Surgeons, Disposables, Diabetes, Sales Presentations, Sales Effectiveness, Endocrinology, Endoscopy, Selling Skills, Orthopedics
Education
University of Denver - Sturm College of Law 1993 — 1994
Law
Colorado State University 1986 — 1990
Bachelor of Science, Biological Science
College for Financial Planning 1997 — 1999
CFP, Asset Management
Tom Mendham Tom Mendham's Merrill Lynch Experience August 2010 - Present
Job Assistant Vice President, Financial Solutions Advisor with Merrill Edge
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Citi Private Bank August 2005 - August 2010
Merrill Lynch 1993 - 2005
Audi Video Reporting Services June 1992 - July 1993
Skills
Retirement Planning, Estate Planning, Financial Advisory, Investments, Strategic Financial...
Education
College for Financial Planning 2004 — 2006
MS, Financial Planning
Muhlenberg College 1987 — 1991
The Mercersburg Academy
Merrill Lynch August 2010 - Present
Citi Private Bank August 2005 - August 2010
Merrill Lynch 1993 - 2005
Audi Video Reporting Services June 1992 - July 1993
Skills
Retirement Planning, Estate Planning, Financial Advisory, Investments, Strategic Financial...
Education
College for Financial Planning 2004 — 2006
MS, Financial Planning
Muhlenberg College 1987 — 1991
The Mercersburg Academy
Shane Spells Shane Spells's Merrill Lynch Experience June 1997 - May 2001
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2006 - Present
SunTrust Bank 2006 - 2007
UBS Wealth Management June 2001 - May 2004
Merrill Lynch June 1997 - May 2001
Skills
Finance, Estate Planning, Wealth Management..., Wealth Management, Portfolio Management, Banking, Credit, Loans, Commercial Banking, Investments, Retail Banking, Strategic Financial..., Credit Analysis, Mortgage Lending, Commercial Lending, Retirement Planning, Series 7, Small Business Lending, Investment Advisory, Asset Allocation, Wealth, Microsoft Office, Financial Analysis
Education
College for Financial Planning 2012 — 2013
CFP Training Completion Certificate, Chartered Financial Planning Training
Mercer University 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
SunTrust Investment Services, Inc. May 2006 - Present
SunTrust Bank 2006 - 2007
UBS Wealth Management June 2001 - May 2004
Merrill Lynch June 1997 - May 2001
Skills
Finance, Estate Planning, Wealth Management..., Wealth Management, Portfolio Management, Banking, Credit, Loans, Commercial Banking, Investments, Retail Banking, Strategic Financial..., Credit Analysis, Mortgage Lending, Commercial Lending, Retirement Planning, Series 7, Small Business Lending, Investment Advisory, Asset Allocation, Wealth, Microsoft Office, Financial Analysis
Education
College for Financial Planning 2012 — 2013
CFP Training Completion Certificate, Chartered Financial Planning Training
Mercer University 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
Madison Carr Madison Carr's Merrill Lynch Experience August 2010 - December 2010
Job Institutional Business Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory May 2014 - Present
Brown Advisory May 2012 - May 2014
Office of U.S. Senator Jim DeMint January 2012 - July 2012
Brown Advisory June 2011 - August 2011
Merrill Lynch August 2010 - December 2010
Maverick Southern Kitchens May 2010 - December 2010
Skills
Chinese, Economics, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Outlook, Organization
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
Master of Business Administration (MBA)
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Economics
Brown Advisory May 2014 - Present
Brown Advisory May 2012 - May 2014
Office of U.S. Senator Jim DeMint January 2012 - July 2012
Brown Advisory June 2011 - August 2011
Merrill Lynch August 2010 - December 2010
Maverick Southern Kitchens May 2010 - December 2010
Skills
Chinese, Economics, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Outlook, Organization
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
Master of Business Administration (MBA)
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Economics
Joshua Strimple Joshua Strimple's Merrill Lynch Experience 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Investments, Retirement, Investment Strategies, Equities, Securities, Alternative Investments, Strategic Financial...
Education
College of Charleston 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
Merrill Lynch 2009 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Investments, Retirement, Investment Strategies, Equities, Securities, Alternative Investments, Strategic Financial...
Education
College of Charleston 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
Rita Smith Rita Smith's Merrill Lynch Experience March 2000 - November 2003
Job Vice President Client Advisor at First Merchants Trust Company
Industry Financial Services
Experience
First Merchants Trust Company February 2013 - Present
North Central Health Services, Inc. January 2004 - November 2012
Merrill Lynch March 2000 - November 2003
Lafayette Bank and Trust Company January 1981 - February 2000
Skills
Trust and Estate..., Retirement Planning, Investment Management..., Financial Planning and..., Investments, Personal Finance, Wealth Management, Business Development, Nonprofits, Investment Management, Finance, Strategic Financial...
Education
Purdue University 2009 — 2012
Bachelor of Science (BS), Organizational Leadership & Supervision (OLS), With Highest Distinction, 4.0/4.0
American Bankers Association 1994 — 1996
Stonier Graduate School of Banking, With Distinction
College for Financial Planning
Certified Financial Planning Designation
First Merchants Trust Company February 2013 - Present
North Central Health Services, Inc. January 2004 - November 2012
Merrill Lynch March 2000 - November 2003
Lafayette Bank and Trust Company January 1981 - February 2000
Skills
Trust and Estate..., Retirement Planning, Investment Management..., Financial Planning and..., Investments, Personal Finance, Wealth Management, Business Development, Nonprofits, Investment Management, Finance, Strategic Financial...
Education
Purdue University 2009 — 2012
Bachelor of Science (BS), Organizational Leadership & Supervision (OLS), With Highest Distinction, 4.0/4.0
American Bankers Association 1994 — 1996
Stonier Graduate School of Banking, With Distinction
College for Financial Planning
Certified Financial Planning Designation
Bowen Smith Bowen Smith's Merrill Lynch Experience May 2010 - January 2012
Job Financial Advisor Merit Harbor Advisors
Industry Financial Services
Experience
Merit Harbor Asvisors May 2013 - Present
Merit Harbor Advisors January 2012 - Present
Merrill Lynch May 2010 - January 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Advisory, Series 63, Investment Management, Wealth, Series 7, Life Insurance, Wealth Management..., Finance, Investment Strategies, Retirement, 401k, Mutual Funds, 401k Rollovers, Term Life Insurance, Strategic Financial..., Banking, Investments, Long-term Care, Small Business, Insurance, IRAs, 529 Plans, Roth IRA, Health Insurance, ETFs, Disability Insurance
Education
Medical University of South Carolina 1993 — 1995
MHA, Healthcare Administration
College of Charleston 1987 — 1992
Political Science
Merit Harbor Asvisors May 2013 - Present
Merit Harbor Advisors January 2012 - Present
Merrill Lynch May 2010 - January 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Advisory, Series 63, Investment Management, Wealth, Series 7, Life Insurance, Wealth Management..., Finance, Investment Strategies, Retirement, 401k, Mutual Funds, 401k Rollovers, Term Life Insurance, Strategic Financial..., Banking, Investments, Long-term Care, Small Business, Insurance, IRAs, 529 Plans, Roth IRA, Health Insurance, ETFs, Disability Insurance
Education
Medical University of South Carolina 1993 — 1995
MHA, Healthcare Administration
College of Charleston 1987 — 1992
Political Science
Sarah Heegaard Rush Sarah Heegaard Rush's Merrill Lynch Experience January 2000 - January 2012
Job Assistant Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2012 - Present
Merrill Lynch January 2000 - January 2012
MassMutual April 1996 - January 2000
Dean Witter August 1993 - March 1996
Education
College for Financial Planning 2012 — 2012
Accredited Domestic Partner Advisor
Certified Financial Planner Board of Standards, Inc. 2006 — 2007
CERTIFIED FINANCIAL PLANNER, Financial Planning
Hampshire College 1986 — 1990
BA
Wells Fargo Advisors, LLC January 2012 - Present
Merrill Lynch January 2000 - January 2012
MassMutual April 1996 - January 2000
Dean Witter August 1993 - March 1996
Education
College for Financial Planning 2012 — 2012
Accredited Domestic Partner Advisor
Certified Financial Planner Board of Standards, Inc. 2006 — 2007
CERTIFIED FINANCIAL PLANNER, Financial Planning
Hampshire College 1986 — 1990
BA
CAROL MALIN CAROL MALIN's Merrill Lynch Experience August 1987 - May 1988
Job Writer/Editor at WordsmithBiz
Industry Public Relations and Communications
Experience
Neighbors Newspaper January 2013 - Present
WordsmithBiz January 2012 - Present
WRITE About that January 2012 - January 2013
Chronicle Media Group March 2011 - December 2011
Temecula Valley Woman's Club January 2007 - December 2010
Toshiba America Medical Systems May 1997 - June 2002
Toshiba America Medical Systems May 1993 - May 1997
Richard Chang & Associates May 1992 - May 1993
CM Office Support Services September 1991 - May 1992
Merrill Lynch August 1987 - May 1988
Skills
Feature Writing, Editing, Public Relations, Research, Planning, Newsletters, Strategic Planning, Customer Relations, Social Media, Advertising, Proofreading, Word, Microsoft Office, Media Relations, PowerPoint, Budgeting, Excel, Photoshop, Healthcare, Promotions, Administration, Technical Writing, Writing, Books, Newspaper, Copywriting, Newspapers, Marketing, Social Media Marketing, Email Marketing, Management, Press Releases, Internal Communications, Project Planning
Education
Stanford University Certificate Program 1985 — 1985
Certificate, Publishing
San Francisco State University 1973 — 1975
Studied Journalism
College of Marin 1970 — 1972
AA, Communications
Neighbors Newspaper January 2013 - Present
WordsmithBiz January 2012 - Present
WRITE About that January 2012 - January 2013
Chronicle Media Group March 2011 - December 2011
Temecula Valley Woman's Club January 2007 - December 2010
Toshiba America Medical Systems May 1997 - June 2002
Toshiba America Medical Systems May 1993 - May 1997
Richard Chang & Associates May 1992 - May 1993
CM Office Support Services September 1991 - May 1992
Merrill Lynch August 1987 - May 1988
Skills
Feature Writing, Editing, Public Relations, Research, Planning, Newsletters, Strategic Planning, Customer Relations, Social Media, Advertising, Proofreading, Word, Microsoft Office, Media Relations, PowerPoint, Budgeting, Excel, Photoshop, Healthcare, Promotions, Administration, Technical Writing, Writing, Books, Newspaper, Copywriting, Newspapers, Marketing, Social Media Marketing, Email Marketing, Management, Press Releases, Internal Communications, Project Planning
Education
Stanford University Certificate Program 1985 — 1985
Certificate, Publishing
San Francisco State University 1973 — 1975
Studied Journalism
College of Marin 1970 — 1972
AA, Communications
Jason Jelinek Jason Jelinek's Merrill Lynch Experience May 2011 - September 2011
Job Associate at GCM Grosvenor
Industry Information Technology and Services
Experience
Grosvenor Capital Management December 2011 - Present
Merrill Lynch May 2011 - September 2011
SSAB August 2010 - May 2011
YJT Solutions February 2009 - January 2010
USG 2003 - 2008
Verizon Wireless August 2001 - February 2003
IBM Global Business Services March 2000 - June 2001
Skills
Technical Support, Disaster Recovery, Microsoft Exchange, Windows Server, Servers, Management, Blackberry Enterprise..., Cisco Technologies, VPN, Help Desk Support, Troubleshooting, Process Improvement, Software Documentation, HP, Enterprise Software, Information Technology, Active Directory, Hardware, Software Installation, Training, System Administration, Networking, Windows 7, VMware
Education
Columbia College Chicago 1993 — 1996
BA, Liberal Arts
College of DuPage 1990 — 1993
Associates in Arts, Assoicates
NNHS 1986 — 1990
Grosvenor Capital Management December 2011 - Present
Merrill Lynch May 2011 - September 2011
SSAB August 2010 - May 2011
YJT Solutions February 2009 - January 2010
USG 2003 - 2008
Verizon Wireless August 2001 - February 2003
IBM Global Business Services March 2000 - June 2001
Skills
Technical Support, Disaster Recovery, Microsoft Exchange, Windows Server, Servers, Management, Blackberry Enterprise..., Cisco Technologies, VPN, Help Desk Support, Troubleshooting, Process Improvement, Software Documentation, HP, Enterprise Software, Information Technology, Active Directory, Hardware, Software Installation, Training, System Administration, Networking, Windows 7, VMware
Education
Columbia College Chicago 1993 — 1996
BA, Liberal Arts
College of DuPage 1990 — 1993
Associates in Arts, Assoicates
NNHS 1986 — 1990
Robert Cucitrone Robert Cucitrone's Merrill Lynch Experience November 2001 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2001 - Present
Signator Investors, Inc. July 1993 - November 2001
Cucitrone Insurance & Financial Group September 1982 - November 2001
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Finance, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, Retirement
Education
College for Financial Planning
CFP Professional Education Program
Westminster College (PA)
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch November 2001 - Present
Signator Investors, Inc. July 1993 - November 2001
Cucitrone Insurance & Financial Group September 1982 - November 2001
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Finance, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, Retirement
Education
College for Financial Planning
CFP Professional Education Program
Westminster College (PA)
Bachelor of Science (BS), Business Administration and Management, General
David Seamans's Merrill Lynch Experience August 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Tioga Energy June 2011 - July 2012
The Capital Solutions Group June 2010 - August 2010
T3 Capital June 2009 - August 2009
Alteris Renewables May 2007 - September 2008
Skills
Financial Analysis, Market Research, Sales Trend Analysis, Project Finance, Sales Support, Statistical Modeling, Technical Sales, Solar, Photovoltaics, Solar Energy, Sales Operations, Entrepreneurship, Sales, Renewable Energy, Investments, Analysis, Valuation, Microsoft Office, Leadership, Customer Service, Business Development, Marketing
Education
College of Charleston 2007 — 2011
BS Economics, BA Physics, Minor Math
Holderness 2004 — 2007
The Cape Eleuthera Island School 2005 — 2005
Alternative Energy, Marine Biology
Wilton High School 2002 — 2004
Merrill Lynch August 2012 - Present
Tioga Energy June 2011 - July 2012
The Capital Solutions Group June 2010 - August 2010
T3 Capital June 2009 - August 2009
Alteris Renewables May 2007 - September 2008
Skills
Financial Analysis, Market Research, Sales Trend Analysis, Project Finance, Sales Support, Statistical Modeling, Technical Sales, Solar, Photovoltaics, Solar Energy, Sales Operations, Entrepreneurship, Sales, Renewable Energy, Investments, Analysis, Valuation, Microsoft Office, Leadership, Customer Service, Business Development, Marketing
Education
College of Charleston 2007 — 2011
BS Economics, BA Physics, Minor Math
Holderness 2004 — 2007
The Cape Eleuthera Island School 2005 — 2005
Alternative Energy, Marine Biology
Wilton High School 2002 — 2004
Frank Benson's Merrill Lynch Experience July 2011 - August 2012
Job IVG Founder
Industry Venture Capital & Private Equity
Experience
IVG January 2013 - Present
IVG July 2012 - Present
Prime Social Group January 2012 - January 2014
Casto May 2013 - December 2013
IVG April 2013 - December 2013
Merrill Lynch July 2011 - August 2012
Casto May 2011 - January 2012
Skills
Real Estate Development, Portfolio Management, Concert Production, Film Production, Real Estate Economics, Acquisitions, Asset Management, Investments, Advertising, Event Planning, Public Speaking, Leadership, Microsoft Excel, Customer Service
Education
College of Charleston 2012 — 2015
Bachelor of Business Administration (BBA), Real Estate Development
The Columbus Academy 1996 — 2011
IVG January 2013 - Present
IVG July 2012 - Present
Prime Social Group January 2012 - January 2014
Casto May 2013 - December 2013
IVG April 2013 - December 2013
Merrill Lynch July 2011 - August 2012
Casto May 2011 - January 2012
Skills
Real Estate Development, Portfolio Management, Concert Production, Film Production, Real Estate Economics, Acquisitions, Asset Management, Investments, Advertising, Event Planning, Public Speaking, Leadership, Microsoft Excel, Customer Service
Education
College of Charleston 2012 — 2015
Bachelor of Business Administration (BBA), Real Estate Development
The Columbus Academy 1996 — 2011
Charles Kelchner Charles Kelchner's Merrill Lynch Experience May 2012 - August 2012
Job Transaction Service Financial Due Diligence Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
The Holliday Companies October 2011 - April 2012
New Century Transportation Inc April 2010 - August 2010
Skills
Microsoft Excel, GoSystems, Nuance, DMS
Education
Wake Forest University 2013 — 2014
Master of Science (MS), Taxation, 3.7
College of Charleston 2009 — 2013
College of Charleston 2009 — 2013
Bachelor’s Degree, Business Administration, 3.797
College of Charleston 2009 — 2013
Bachelor’s Degree, Accounting, 3.856
PwC September 2014 - Present
PwC June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
The Holliday Companies October 2011 - April 2012
New Century Transportation Inc April 2010 - August 2010
Skills
Microsoft Excel, GoSystems, Nuance, DMS
Education
Wake Forest University 2013 — 2014
Master of Science (MS), Taxation, 3.7
College of Charleston 2009 — 2013
College of Charleston 2009 — 2013
Bachelor’s Degree, Business Administration, 3.797
College of Charleston 2009 — 2013
Bachelor’s Degree, Accounting, 3.856
Julia Winterbottom Kennard Julia Winterbottom Kennard's Merrill Lynch Experience February 1995 - December 2001
Job Chief Financial Officer at EdVenture Children's Museum
Industry Nonprofit Organization Management
Experience
EdVenture Children's Museum June 2011 - March 2015
EdVenture Children's Museum June 2004 - June 2011
EdVenture Children's Museum September 2003 - June 2004
Midlands Technical College January 2003 - December 2003
Merrill Lynch February 1995 - December 2001
Merrill Lynch February 1992 - February 1995
Skills
Nonprofits, Financial Edge..., Altru Ticketing,..., Raiser's Edge, Operations Management, Blackbaud Merchant..., Fundraising, Volunteer Management, Social Media, Grant Administration, Operating Budgets, Non-profits, Contract Management, Information Technology, Accounting, Public Speaking, Event Management, Management, Administration, Vendor Relationships, Grant Writing, Non-profit..., Human Resources, Museums, Facilities Operations, Customer Service, Event Planning, Program Development, Strategic Planning, Store Management
Education
University of South Carolina - The Moore School of Business 1997 — 2000
MBA, Business, 3.5/4.0
College of Charleston 1988 — 1992
Bachelor’s Degree, Business Administration and Management
College of Charleston 1988 — 1992
Bachelor’s Degree, French Studies
Christ Church Episcopal School 1984 — 1988
EdVenture Children's Museum June 2011 - March 2015
EdVenture Children's Museum June 2004 - June 2011
EdVenture Children's Museum September 2003 - June 2004
Midlands Technical College January 2003 - December 2003
Merrill Lynch February 1995 - December 2001
Merrill Lynch February 1992 - February 1995
Skills
Nonprofits, Financial Edge..., Altru Ticketing,..., Raiser's Edge, Operations Management, Blackbaud Merchant..., Fundraising, Volunteer Management, Social Media, Grant Administration, Operating Budgets, Non-profits, Contract Management, Information Technology, Accounting, Public Speaking, Event Management, Management, Administration, Vendor Relationships, Grant Writing, Non-profit..., Human Resources, Museums, Facilities Operations, Customer Service, Event Planning, Program Development, Strategic Planning, Store Management
Education
University of South Carolina - The Moore School of Business 1997 — 2000
MBA, Business, 3.5/4.0
College of Charleston 1988 — 1992
Bachelor’s Degree, Business Administration and Management
College of Charleston 1988 — 1992
Bachelor’s Degree, French Studies
Christ Church Episcopal School 1984 — 1988
Katelyn Rouillard's Merrill Lynch Experience August 2012 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Public Speaking, Research
Education
College of Charleston 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch August 2012 - Present
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Public Speaking, Research
Education
College of Charleston 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brenden DeLuke's Merrill Lynch Experience August 2012 - December 2012
Job Policy Aide at Office of the Majority Whip Steve Scalise
Industry Government Administration
Experience
Office of The Majority Whip - Steve Scalise August 2015 - September 2015
Office of the Majority Whip - Steve Scalise June 2014 - August 2015
Republican Study Committee, Congressman Steve Scalise (LA-01), Chairman May 2014 - July 2014
U.S. Representative Steve Scalise (LA-01), Republican Study Committee Chairman April 2014 - May 2014
U.S. House of Representatives, Committee on Energy and Commerce January 2014 - April 2014
Commoncove September 2013 - January 2014
Merrill Lynch August 2012 - December 2012
South Carolina Stingrays January 2011 - September 2012
Ralph Lauren January 2010 - December 2010
Skills
Government, Politics, Marketing, Sales, Social Media, Customer Service, Research, Recruiting, Event Planning, Critical Thinking, Social Networking, Social Media Marketing, Public Relations, Destination Management..., Hospitality Management, Microsoft Office, Event Management, Public Speaking, PowerPoint, Fundraising, Microsoft Word, Microsoft Excel, Community Outreach
Education
College of Charleston 2010 — 2013
Bachelor's of Arts in Communication, Business/Corporate Communications
Fairfield University 2009 — 2010
Business/Corporate Communications
Office of The Majority Whip - Steve Scalise August 2015 - September 2015
Office of the Majority Whip - Steve Scalise June 2014 - August 2015
Republican Study Committee, Congressman Steve Scalise (LA-01), Chairman May 2014 - July 2014
U.S. Representative Steve Scalise (LA-01), Republican Study Committee Chairman April 2014 - May 2014
U.S. House of Representatives, Committee on Energy and Commerce January 2014 - April 2014
Commoncove September 2013 - January 2014
Merrill Lynch August 2012 - December 2012
South Carolina Stingrays January 2011 - September 2012
Ralph Lauren January 2010 - December 2010
Skills
Government, Politics, Marketing, Sales, Social Media, Customer Service, Research, Recruiting, Event Planning, Critical Thinking, Social Networking, Social Media Marketing, Public Relations, Destination Management..., Hospitality Management, Microsoft Office, Event Management, Public Speaking, PowerPoint, Fundraising, Microsoft Word, Microsoft Excel, Community Outreach
Education
College of Charleston 2010 — 2013
Bachelor's of Arts in Communication, Business/Corporate Communications
Fairfield University 2009 — 2010
Business/Corporate Communications
Joseph Wertheimer Joseph Wertheimer's Merrill Lynch Experience July 2012 - October 2013
Job U.S. Navy Financial Management Career Program at US Federal Government
Industry Military
Experience
US Federal Government November 2013 - Present
Merrill Lynch July 2012 - October 2013
U.S. Navy July 1992 - July 2012
US Navy November 1999 - November 2003
Navy Exchange Great Lakes, IL November 1999 - May 2003
Skills
Troubleshooting, Auditing, Safety, Quality Assurance, Budgeting, Resource Management, Program Management, Training & Development, Personnel Supervision, Team Building, Strong Written and Oral..., Microsoft Office, Security Clearance, Management, Command, Training, Navy, Leadership Development, Aviation, Military, Operational Planning, Military Operations, Military Experience, Aircraft Maintenance, Maintenance Management, Aircraft, Military Training, Supervisory Skills, Government Contracting, Organizational..., Budgets, Employee Training, Operations Management
Education
Embry Riddle Aeronautical University-Worldwide 2008 — 2012
Bachelor of Science (BS), Aeronautics with Minors in Management and Safety, 3.64
College of Lake County 2000 — 2003
Associate of Arts (A.A.), arts
US Federal Government November 2013 - Present
Merrill Lynch July 2012 - October 2013
U.S. Navy July 1992 - July 2012
US Navy November 1999 - November 2003
Navy Exchange Great Lakes, IL November 1999 - May 2003
Skills
Troubleshooting, Auditing, Safety, Quality Assurance, Budgeting, Resource Management, Program Management, Training & Development, Personnel Supervision, Team Building, Strong Written and Oral..., Microsoft Office, Security Clearance, Management, Command, Training, Navy, Leadership Development, Aviation, Military, Operational Planning, Military Operations, Military Experience, Aircraft Maintenance, Maintenance Management, Aircraft, Military Training, Supervisory Skills, Government Contracting, Organizational..., Budgets, Employee Training, Operations Management
Education
Embry Riddle Aeronautical University-Worldwide 2008 — 2012
Bachelor of Science (BS), Aeronautics with Minors in Management and Safety, 3.64
College of Lake County 2000 — 2003
Associate of Arts (A.A.), arts
Alex Eichler Alex Eichler's Merrill Lynch Experience June 2013 - December 2013
Job Financial Advisor Gearhart and Associates of Raymond James
Industry Financial Services
Experience
Raymond James December 2013 - Present
Merrill Lynch June 2013 - December 2013
Cincinnati Art Museum 2011 - 2013
ArtWorks 2009 - 2011
Skills
Series 7, Series 66
Education
College of Charleston
B.A., Arts Administration, Theatre
St. Joseph's High School
Raymond James December 2013 - Present
Merrill Lynch June 2013 - December 2013
Cincinnati Art Museum 2011 - 2013
ArtWorks 2009 - 2011
Skills
Series 7, Series 66
Education
College of Charleston
B.A., Arts Administration, Theatre
St. Joseph's High School
Tessa Peteete's Merrill Lynch Experience September 2011 - December 2011
Job Director of Operations
Industry Hospital & Health Care
Experience
Generations Neurosurgery July 2013 - Present
SeaCrest Wealth Management November 2012 - May 2013
The DoubleTree Hotel January 2011 - October 2012
Merrill Lynch September 2011 - December 2011
The Private Bank And Trust Company May 2010 - August 2010
Fermilab May 2008 - September 2008
University of Cambridge May 2007 - August 2007
Skills
Conversational in French, 93rd Percentile in ETS..., NASBITE Certified..., Proficient in Excel..., Experience with GRETL..., Microsoft Excel, PowerPoint, Statistics, French, Microsoft Office, Microsoft Word, Economics, Research, Investments
Education
College of Charleston 2008 — 2012
Bachelor’s Degree, Economics; International Business
Ecole de Management de Strasbourg 2010 — 2011
Study Abroad opportunity to complete requirements of International Business Degree, French Studies, Economics of the European Union
Generations Neurosurgery July 2013 - Present
SeaCrest Wealth Management November 2012 - May 2013
The DoubleTree Hotel January 2011 - October 2012
Merrill Lynch September 2011 - December 2011
The Private Bank And Trust Company May 2010 - August 2010
Fermilab May 2008 - September 2008
University of Cambridge May 2007 - August 2007
Skills
Conversational in French, 93rd Percentile in ETS..., NASBITE Certified..., Proficient in Excel..., Experience with GRETL..., Microsoft Excel, PowerPoint, Statistics, French, Microsoft Office, Microsoft Word, Economics, Research, Investments
Education
College of Charleston 2008 — 2012
Bachelor’s Degree, Economics; International Business
Ecole de Management de Strasbourg 2010 — 2011
Study Abroad opportunity to complete requirements of International Business Degree, French Studies, Economics of the European Union
Oscar Urrutia CRPC® Oscar Urrutia CRPC®'s Merrill Lynch Experience September 2013 - Present
Job AVP/Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
USAA March 2011 - August 2013
Tampa Bay Financial Group an office of MetLife May 2010 - April 2011
Edward Jones January 2009 - May 2010
Tampa Mortgage Loans March 2004 - August 2008
Education
Saint Leo University 2011 — 2015
Bachelor's degree, Psychology
College for Financial Planning 2012 — 2013
Chartered Retirement Planning CounselorSM and CRPC® designation, Certified Retirement Planning Counselor
Canon Financial Institute 2011 — 2012
Certified Wealth Strategist CWS®, Certified Wealth Strategist
Instituto Tecnologico Antonio Jose de Sucre 1997 — 2000
Business Administration, Business Administration
Series 7, 66 securities registered and licensed to sell and Life, Health insurance and Annuities
Financial Advisor licenses, Series 7, 66 securities registered and licensed to sell and Life, Health insurance and Annuities
Merrill Lynch September 2013 - Present
USAA March 2011 - August 2013
Tampa Bay Financial Group an office of MetLife May 2010 - April 2011
Edward Jones January 2009 - May 2010
Tampa Mortgage Loans March 2004 - August 2008
Education
Saint Leo University 2011 — 2015
Bachelor's degree, Psychology
College for Financial Planning 2012 — 2013
Chartered Retirement Planning CounselorSM and CRPC® designation, Certified Retirement Planning Counselor
Canon Financial Institute 2011 — 2012
Certified Wealth Strategist CWS®, Certified Wealth Strategist
Instituto Tecnologico Antonio Jose de Sucre 1997 — 2000
Business Administration, Business Administration
Series 7, 66 securities registered and licensed to sell and Life, Health insurance and Annuities
Financial Advisor licenses, Series 7, 66 securities registered and licensed to sell and Life, Health insurance and Annuities
Jacqueline Kastberg's Merrill Lynch Experience January 2013 - April 2013
Job Author: The Elemental Guardians
Industry Financial Services
Experience
PepsiCo August 2015 - Present
Page Publishing Inc. March 2014 - Present
Harbor National Bank September 2013 - May 2015
Merrill Lynch January 2013 - April 2013
Jack Mackerels Island Grill May 2010 - August 2012
Tandem Investment Advisors January 2012 - May 2012
Skills
Uniform Combined State..., Technical Analysis, Hedge Funds, Financial Markets, Financial Analysis, Financial Statement..., Financial Modeling, Bloomberg, Equities, Economic Research, Valuation, Securities, Prezi, Quantitative Analytics, Equity Valuation, Eviews, Fixed Income, Options, Macroeconomics, Series 7, VBA, Trading, Portfolio Management, Corporate Finance, Investments, Equity Trading, Equity Research, Derivatives, Alternative Investments, Economics, Strategic Financial..., Bloomberg Terminal, Analysis, Customer Service
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Finance
PepsiCo August 2015 - Present
Page Publishing Inc. March 2014 - Present
Harbor National Bank September 2013 - May 2015
Merrill Lynch January 2013 - April 2013
Jack Mackerels Island Grill May 2010 - August 2012
Tandem Investment Advisors January 2012 - May 2012
Skills
Uniform Combined State..., Technical Analysis, Hedge Funds, Financial Markets, Financial Analysis, Financial Statement..., Financial Modeling, Bloomberg, Equities, Economic Research, Valuation, Securities, Prezi, Quantitative Analytics, Equity Valuation, Eviews, Fixed Income, Options, Macroeconomics, Series 7, VBA, Trading, Portfolio Management, Corporate Finance, Investments, Equity Trading, Equity Research, Derivatives, Alternative Investments, Economics, Strategic Financial..., Bloomberg Terminal, Analysis, Customer Service
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Finance
Julie Graybeal Roach's Merrill Lynch Experience November 2014 - Present
Job Vice President Corporate Recruiter at Merrill Lynch
Industry Banking
Experience
Merrill Lynch November 2014 - Present
TIAA-CREF December 2013 - November 2014
Icon Recruiting/Consulting January 2007 - December 2013
Bank of America July 2002 - October 2004
Bank of America December 2000 - July 2002
Modis July 1997 - November 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Recruiting, Project Management, Process Engineering, MS Project, Team Building, Communication Skills, Executive Search, Cross-functional Team..., Training, Strategy, Strategic Planning, CRM, Leadership, Management, Customer Service, Sales, Investments, Finance, Marketing
Education
College of Charleston
Bachelor of Science (BS), Business Psychology
The Citadel
Master's degree, Clinical Psychology
Merrill Lynch November 2014 - Present
TIAA-CREF December 2013 - November 2014
Icon Recruiting/Consulting January 2007 - December 2013
Bank of America July 2002 - October 2004
Bank of America December 2000 - July 2002
Modis July 1997 - November 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Recruiting, Project Management, Process Engineering, MS Project, Team Building, Communication Skills, Executive Search, Cross-functional Team..., Training, Strategy, Strategic Planning, CRM, Leadership, Management, Customer Service, Sales, Investments, Finance, Marketing
Education
College of Charleston
Bachelor of Science (BS), Business Psychology
The Citadel
Master's degree, Clinical Psychology
Terence Brady's Merrill Lynch Experience January 1998 - July 2004
Job Financial Consultant/Branch Manager/Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2004 - Present
Brady Financial, Inc. May 2004 - Present
Brady Insurance Group May 1992 - Present
Ohio National Financial Services January 2009 - Present
Independent Referral Consultants June 1995 - Present
State of New Jersey November 1990 - December 2014
Merrill Lynch January 1998 - July 2004
Legg Mason March 1995 - January 1998
Hudson United Bank September 1987 - January 1998
Skills
Investments, Strategic Financial..., Fixed Annuities, Portfolio Management, Retirement Planning, Disability Insurance, Series 63, Mutual Funds, Series 7, Series 6, 401k, Estate Planning, Notary Public, Insurance Planning, Wealth Management, Asset Allocation, Banking, Equities, Series 65, Series 24, Concentrated Stock..., Asset Managment, Variable Annuities, Financial Planning, College Savings Plans, 529 Plans, Real Estate, Signature Guarantee, Fixed Income, Annuities, Long Term Care, Health Insurance, Supplemental Insurance, Investment Strategies, Lending, Private Banking, Investment Advisory..., Employee Stock Options, Registered Investment..., Immediate Annuities, 401k Rollovers, Rollover Specialist, Net Unrealized..., Simple IRAs, Profit Sharing Plans, SEP IRA, Roth IRA, Series 31, 1031 Real Estate..., FAFSA Free Application...
Education
Ramapo College of New Jersey 1984 — 1989
B.A., Psychology
College for Financial Planning 2012 — 2015
CFP, Financial Planning
American Institute of Banking (AIB) 1990 — 1993
Graduate, Banking and Finance
Saint Joseph's of the Palisades 1980 — 1984
H.S., Liberal Arts
Horace Mann in North Bergen, NJ 1971 — 1980
Grammer School, Liberal Arts
LPL Financial July 2004 - Present
Brady Financial, Inc. May 2004 - Present
Brady Insurance Group May 1992 - Present
Ohio National Financial Services January 2009 - Present
Independent Referral Consultants June 1995 - Present
State of New Jersey November 1990 - December 2014
Merrill Lynch January 1998 - July 2004
Legg Mason March 1995 - January 1998
Hudson United Bank September 1987 - January 1998
Skills
Investments, Strategic Financial..., Fixed Annuities, Portfolio Management, Retirement Planning, Disability Insurance, Series 63, Mutual Funds, Series 7, Series 6, 401k, Estate Planning, Notary Public, Insurance Planning, Wealth Management, Asset Allocation, Banking, Equities, Series 65, Series 24, Concentrated Stock..., Asset Managment, Variable Annuities, Financial Planning, College Savings Plans, 529 Plans, Real Estate, Signature Guarantee, Fixed Income, Annuities, Long Term Care, Health Insurance, Supplemental Insurance, Investment Strategies, Lending, Private Banking, Investment Advisory..., Employee Stock Options, Registered Investment..., Immediate Annuities, 401k Rollovers, Rollover Specialist, Net Unrealized..., Simple IRAs, Profit Sharing Plans, SEP IRA, Roth IRA, Series 31, 1031 Real Estate..., FAFSA Free Application...
Education
Ramapo College of New Jersey 1984 — 1989
B.A., Psychology
College for Financial Planning 2012 — 2015
CFP, Financial Planning
American Institute of Banking (AIB) 1990 — 1993
Graduate, Banking and Finance
Saint Joseph's of the Palisades 1980 — 1984
H.S., Liberal Arts
Horace Mann in North Bergen, NJ 1971 — 1980
Grammer School, Liberal Arts
Tonita Arthur Tonita Arthur's Merrill Lynch Experience November 2010 - April 2013
Job Supervisory PrincipalTeam Lead
Industry Financial Services
Experience
BBVA Compass January 2015 - Present
Morgan Stanley April 2013 - January 2015
Merrill Lynch November 2010 - April 2013
Lincoln Financial Group January 2009 - August 2010
Skills
Series 7, Uniform Combined State..., Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Series 63, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Insurance, Estate Planning, Retirement, Management, Financial Services, Banking, Fixed Annuities, Investment Strategies, 401k
Education
College for Financial Planning 1992 — 1993
CFP, Financial Planning
UAB 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
BBVA Compass January 2015 - Present
Morgan Stanley April 2013 - January 2015
Merrill Lynch November 2010 - April 2013
Lincoln Financial Group January 2009 - August 2010
Skills
Series 7, Uniform Combined State..., Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Series 63, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Insurance, Estate Planning, Retirement, Management, Financial Services, Banking, Fixed Annuities, Investment Strategies, 401k
Education
College for Financial Planning 1992 — 1993
CFP, Financial Planning
UAB 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Chase Joseph Chase Joseph's Merrill Lynch Experience August 2011 - December 2011
Job Sales Representative First Aid & Safety at Cintas
Industry Facilities Services
Experience
Cintas January 2014 - Present
Cintas July 2012 - January 2014
Merrill Lynch August 2011 - December 2011
Summer Hill May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Sales, Event Planning, Leadership, Financial Analysis, Public Speaking, Social Networking, Time Management, Marketing, Facebook, Microsoft Dynamics, Lawn Mowing
Education
College of Charleston 2008 — 2012
Bachelor of Science (BS), Business Administration Concentration in Finance
Cintas January 2014 - Present
Cintas July 2012 - January 2014
Merrill Lynch August 2011 - December 2011
Summer Hill May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Sales, Event Planning, Leadership, Financial Analysis, Public Speaking, Social Networking, Time Management, Marketing, Facebook, Microsoft Dynamics, Lawn Mowing
Education
College of Charleston 2008 — 2012
Bachelor of Science (BS), Business Administration Concentration in Finance
Augustine Ortega Augustine Ortega's Merrill Lynch Experience 2012 - July 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
College of Charleston May 2013 - July 2014
Merrill Lynch 2012 - July 2013
A Ortega Self Employed CFP January 2012 - November 2012
JK Harris & Company April 2010 - January 2012
JK Harris Advisors January 2000 - April 2010
Genesis Securities February 1999 - January 2000
Norfolk Naval Shipyard August 1993 - February 1999
Dept of Defense 1993 - 1999
Charleston Naval Shipyard September 1978 - August 1993
Education
College of Charleston 2004 — 2006
Professional Designation Program, Financial Planning
United States Merchant Marine Academy 1968 — 1972
BS, Engineering
Ameriprise Financial Services, Inc. August 2013 - Present
College of Charleston May 2013 - July 2014
Merrill Lynch 2012 - July 2013
A Ortega Self Employed CFP January 2012 - November 2012
JK Harris & Company April 2010 - January 2012
JK Harris Advisors January 2000 - April 2010
Genesis Securities February 1999 - January 2000
Norfolk Naval Shipyard August 1993 - February 1999
Dept of Defense 1993 - 1999
Charleston Naval Shipyard September 1978 - August 1993
Education
College of Charleston 2004 — 2006
Professional Designation Program, Financial Planning
United States Merchant Marine Academy 1968 — 1972
BS, Engineering
Jonathan Litsey's Merrill Lynch Experience June 2013 - August 2013
Job Hedge Fund Sales at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Bloomberg LP August 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Education
College of Charleston 2010 — 2014
Finance
London School of Economics and Political Science 2012 — 2012
Finance, General
Bloomberg LP June 2015 - Present
Bloomberg LP August 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Education
College of Charleston 2010 — 2014
Finance
London School of Economics and Political Science 2012 — 2012
Finance, General
Brecht Buchheister's Merrill Lynch Experience July 2000 - July 2005
Job Senior Director, Staffing at Welocalize, Inc.
Industry Information Technology and Services
Experience
Welocalize, Inc. July 2011 - Present
Force 3 December 2010 - July 2011
Insight Technology Solutions July 2005 - December 2010
Merrill Lynch July 2000 - July 2005
Skills
Recruiting, Project Management, Program Management, Salesforce.com, Business Development, Vendor Management, Team Leadership, Management, Account Management
Education
College of Charleston 1996 — 2000
BS, Business Administration
Welocalize, Inc. July 2011 - Present
Force 3 December 2010 - July 2011
Insight Technology Solutions July 2005 - December 2010
Merrill Lynch July 2000 - July 2005
Skills
Recruiting, Project Management, Program Management, Salesforce.com, Business Development, Vendor Management, Team Leadership, Management, Account Management
Education
College of Charleston 1996 — 2000
BS, Business Administration
Andrew Headley's Merrill Lynch Experience September 2010 - December 2010
Job Business Market Analyst at Royal United, LLC
Industry Utilities
Experience
Royal United, LLC February 2014 - Present
Moody's Investors Service August 2013 - February 2014
Moody's Investors Service July 2011 - July 2013
Merrill Lynch September 2010 - December 2010
Turbo Controls May 2009 - July 2009
Skills
Financial Analysis, Finance, Structured Finance, Bloomberg, Fixed Income, Credit Analysis, Corporate Finance, Capital Markets
Education
College of Charleston 2007 — 2011
Bachelor's, Business Administration
Royal United, LLC February 2014 - Present
Moody's Investors Service August 2013 - February 2014
Moody's Investors Service July 2011 - July 2013
Merrill Lynch September 2010 - December 2010
Turbo Controls May 2009 - July 2009
Skills
Financial Analysis, Finance, Structured Finance, Bloomberg, Fixed Income, Credit Analysis, Corporate Finance, Capital Markets
Education
College of Charleston 2007 — 2011
Bachelor's, Business Administration
Kevin Kurtis, CTPA Kevin Kurtis, CTPA's Merrill Lynch Experience June 2012 - 2013
Job Associate Portfolio Manager at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking February 2015 - Present
BMO Harris Private Banking August 2013 - February 2015
Merrill Lynch June 2012 - 2013
Fifth Third Bank February 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - February 2011
UPS October 2003 - July 2010
Experiential Learning Center January 2010 - May 2010
Skills
Series 7, Financial Analysis, Banking, Investments, Excel, PowerPoint, Word, Corporate Finance, Insurance, Microsoft Office, Access, Customer Service, Problem Solving, Data Analysis, Outlook, Teamwork, Retail, Microsoft Excel, Microsoft Word
Education
Northern Illinois University - College of Business 2008 — 2010
Bachelor of Science, Finance, Minor: Philosophy
College of DuPage 2005 — 2008
Associate of Arts, Honors
BMO Private Banking February 2015 - Present
BMO Harris Private Banking August 2013 - February 2015
Merrill Lynch June 2012 - 2013
Fifth Third Bank February 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - February 2011
UPS October 2003 - July 2010
Experiential Learning Center January 2010 - May 2010
Skills
Series 7, Financial Analysis, Banking, Investments, Excel, PowerPoint, Word, Corporate Finance, Insurance, Microsoft Office, Access, Customer Service, Problem Solving, Data Analysis, Outlook, Teamwork, Retail, Microsoft Excel, Microsoft Word
Education
Northern Illinois University - College of Business 2008 — 2010
Bachelor of Science, Finance, Minor: Philosophy
College of DuPage 2005 — 2008
Associate of Arts, Honors
Oliver DeDominicis's Merrill Lynch Experience January 2011 - May 2011
Job Account Executive at Sisense
Industry Information Technology and Services
Experience
Sisense September 2015 - Present
Sisense May 2014 - September 2015
Talener December 2013 - May 2014
Talener Group January 2013 - December 2013
Merrill Lynch January 2011 - May 2011
The Law Offices of Baillie & Hershman P.C. June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, C++, Research, C, Java, HTML, Social Media, Teamwork, Public Speaking, Matlab, Technology Recruitment, New Business Development, PHP, Mobile Applications, Web Development, Time Management, Business Analysis, Social Networking, Salesforce.com, Mobile Devices, Android, Sales, Recruiting
Education
College of Charleston 2008 — 2012
BS, Economics
Cheshire High School 2004 — 2008
Sisense September 2015 - Present
Sisense May 2014 - September 2015
Talener December 2013 - May 2014
Talener Group January 2013 - December 2013
Merrill Lynch January 2011 - May 2011
The Law Offices of Baillie & Hershman P.C. June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, C++, Research, C, Java, HTML, Social Media, Teamwork, Public Speaking, Matlab, Technology Recruitment, New Business Development, PHP, Mobile Applications, Web Development, Time Management, Business Analysis, Social Networking, Salesforce.com, Mobile Devices, Android, Sales, Recruiting
Education
College of Charleston 2008 — 2012
BS, Economics
Cheshire High School 2004 — 2008
Vic Heineman Vic Heineman's Merrill Lynch Experience January 2001 - April 2008
Job Insurance Advisor at The Private Bank Wells Fargo
Industry Insurance
Experience
Wells Fargo - The Private Bank October 2007 - Present
Merrill Lynch January 2001 - April 2008
AXA Equitable January 1980 - March 1996
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Florida Institute of Technology 1975 — 1978
Marine Biology
Wells Fargo - The Private Bank October 2007 - Present
Merrill Lynch January 2001 - April 2008
AXA Equitable January 1980 - March 1996
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Florida Institute of Technology 1975 — 1978
Marine Biology
Bhavesh (Bobby) Patel's Merrill Lynch Experience June 2005 - August 2007
Job Begin With the End in Mind, LLC / Commercial Real Estate Development & Management Company
Industry Commercial Real Estate
Experience
Begin With the End in Mind, LLC March 2015 - Present
NewcrestImage April 2015 - August 2015
Pearl Hospitality August 2013 - February 2015
Navika Capital Group Llc August 2011 - July 2013
Lotustel Group LLC d/b/a Holiday Inn November 2010 - August 2011
Meecham Hospitality, LLC January 2010 - September 2010
Pate Development Company, Inc September 2007 - January 2010
Merrill Lynch June 2005 - August 2007
Merrill Lynch January 2004 - April 2005
Skills
Investments, Portfolio Management, Financial Analysis, Asset Managment, Valuation, Asset Management, Competitive Analysis, Start-ups, Financial Modeling, Management, Negotiation, New Business Development, Strategic Planning, Leadership, Income Statement, Training, Hospitality, Budgets, Marketing Strategy, Forecasting, Finance, Due Diligence, Strategy, Market Research, Analysis, Mergers & Acquisitions, Contract Negotiation, Business Planning, Business Development, Business Strategy, Operations Management, P, Real Estate, Risk Management, P&L, Customer Service, Sales, Team Building, Hospitality Management, Hospitality Industry, Sales Management
Education
University of Central Oklahoma - College of Business Administration
BBA, Finance
Begin With the End in Mind, LLC March 2015 - Present
NewcrestImage April 2015 - August 2015
Pearl Hospitality August 2013 - February 2015
Navika Capital Group Llc August 2011 - July 2013
Lotustel Group LLC d/b/a Holiday Inn November 2010 - August 2011
Meecham Hospitality, LLC January 2010 - September 2010
Pate Development Company, Inc September 2007 - January 2010
Merrill Lynch June 2005 - August 2007
Merrill Lynch January 2004 - April 2005
Skills
Investments, Portfolio Management, Financial Analysis, Asset Managment, Valuation, Asset Management, Competitive Analysis, Start-ups, Financial Modeling, Management, Negotiation, New Business Development, Strategic Planning, Leadership, Income Statement, Training, Hospitality, Budgets, Marketing Strategy, Forecasting, Finance, Due Diligence, Strategy, Market Research, Analysis, Mergers & Acquisitions, Contract Negotiation, Business Planning, Business Development, Business Strategy, Operations Management, P, Real Estate, Risk Management, P&L, Customer Service, Sales, Team Building, Hospitality Management, Hospitality Industry, Sales Management
Education
University of Central Oklahoma - College of Business Administration
BBA, Finance
Susan Penney Susan Penney's Merrill Lynch Experience 1996 - 2001
Job Founder of Penney Wise® Wealth Advisors, LLC
Industry Financial Services
Experience
Penney Wise Wealth Advisors, LLC December 2012 - Present
Westside Investment Management, LLC 2011 - 2012
Wells Fargo Advisors June 2001 - December 2010
Merrill Lynch 1996 - 2001
Principal Financial Group 1984 - 1996
Skills
Investments, Finance, Wealth, Securities, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Financial Services, Investment Advisory, Disability Insurance, Fixed Annuities, Investment Strategies, Long Term Care Insurance, Risk Management, Financial Analysis, Financial Modeling, Stock Management, Life Insurance, Variable Annuities, Bonds, Series 7, Series 63, Series 24, Mutual Funds, FINRA, Alternative Investments, Wealth Management..., Asset Allocation, Retirement, 401k, Financial Planners, Investment Management, Estate Planning, IRAs, Options, 401k Rollovers, Series 65, Personal Finance, Wealth Accumulation, Portfolio Management, Roth IRA, Personal Financial..., ETFs, High Net Worth..., Long-term Care, Pensions, Financial Goals, Stocks, College Savings Plans
Education
University of Oklahoma 1977 — 1982
Business Administration- Finance
University of Oklahoma - Price College of Business 1977 — 1982
College for Financial Planning 1990 — 1994
Certified Financial Planner, Financial Planning and Services, Top
Penney Wise Wealth Advisors, LLC December 2012 - Present
Westside Investment Management, LLC 2011 - 2012
Wells Fargo Advisors June 2001 - December 2010
Merrill Lynch 1996 - 2001
Principal Financial Group 1984 - 1996
Skills
Investments, Finance, Wealth, Securities, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Financial Services, Investment Advisory, Disability Insurance, Fixed Annuities, Investment Strategies, Long Term Care Insurance, Risk Management, Financial Analysis, Financial Modeling, Stock Management, Life Insurance, Variable Annuities, Bonds, Series 7, Series 63, Series 24, Mutual Funds, FINRA, Alternative Investments, Wealth Management..., Asset Allocation, Retirement, 401k, Financial Planners, Investment Management, Estate Planning, IRAs, Options, 401k Rollovers, Series 65, Personal Finance, Wealth Accumulation, Portfolio Management, Roth IRA, Personal Financial..., ETFs, High Net Worth..., Long-term Care, Pensions, Financial Goals, Stocks, College Savings Plans
Education
University of Oklahoma 1977 — 1982
Business Administration- Finance
University of Oklahoma - Price College of Business 1977 — 1982
College for Financial Planning 1990 — 1994
Certified Financial Planner, Financial Planning and Services, Top
Sundar Marimuthu's Merrill Lynch Experience August 2006 - April 2008
Job Application Development Manager at AHM (Aetna)
Industry Computer Software
Experience
Active Health Management - Aetna May 2011 - Present
Credit Suisse First Boston June 2010 - April 2011
Marsh May 2008 - June 2010
Merrill Lynch August 2006 - April 2008
Applimation May 2006 - August 2006
Oracle Corporation April 2003 - April 2006
Sonata Software August 1999 - March 2003
Skills
Oracle E-Business Suite, Oracle PL/SQL..., Oracle Applications, Oracle HR, PL/SQL, Oracle, Data Modeling, Data Warehousing, XML Publisher, Weblogic, SDLC, ETL, Requirements Analysis, Oracle Reports, Toad, ERP, SQL, Performance Tuning
Education
College of Engineering, Guindy 1995 — 1999
B.E, Mechanical
Avichi Hr. Sec. School
Active Health Management - Aetna May 2011 - Present
Credit Suisse First Boston June 2010 - April 2011
Marsh May 2008 - June 2010
Merrill Lynch August 2006 - April 2008
Applimation May 2006 - August 2006
Oracle Corporation April 2003 - April 2006
Sonata Software August 1999 - March 2003
Skills
Oracle E-Business Suite, Oracle PL/SQL..., Oracle Applications, Oracle HR, PL/SQL, Oracle, Data Modeling, Data Warehousing, XML Publisher, Weblogic, SDLC, ETL, Requirements Analysis, Oracle Reports, Toad, ERP, SQL, Performance Tuning
Education
College of Engineering, Guindy 1995 — 1999
B.E, Mechanical
Avichi Hr. Sec. School
Chintan Upadhyay's Merrill Lynch Experience 1998 - 2008
Job Risk Technologist
Industry Banking
Experience
Bank of America April 2008 - Present
Merrill Lynch 1998 - 2008
UBS 1994 - 1998
SEI Information Technology 1993 - 1997
Education
College of Engineering Pune
Bachelors, Electronics & Telecommunications
Fergusson College
Higher Secondary Certificate, Science
Loyola High School
Secondary School Certificate
University of Southern California
Masters, Computer Science
Bank of America April 2008 - Present
Merrill Lynch 1998 - 2008
UBS 1994 - 1998
SEI Information Technology 1993 - 1997
Education
College of Engineering Pune
Bachelors, Electronics & Telecommunications
Fergusson College
Higher Secondary Certificate, Science
Loyola High School
Secondary School Certificate
University of Southern California
Masters, Computer Science
Desiree Owen's Merrill Lynch Experience March 2005 - October 2005
Job Lead Promotions Manager Illinois, Iowa, Michigan, Minnesota & Wisconsin EMF Broadcasting
Industry Marketing and Advertising
Experience
Educational Media Foundation - KLOVE & Air1 Radio Networks January 2012 - Present
Radio Disney AM 1300 June 2008 - January 2012
Radio Disney AM 1300 May 2006 - June 2008
Radio Disney AM 1300 September 2005 - May 2006
Concierge Preferred Magazine September 2005 - May 2006
Merrill Lynch March 2005 - October 2005
DesPlaines Valley News May 2003 - September 2003
Skills
Photoshop, InDesign, QuarkXPress, Marketing, Sponsorship, Advertising, Facebook, Press Releases, Radio, Broadcast, Social Media, Event Planning, Television, Blogging, Counterpoint, Magazine Layout Design, Writing, Promotions, Radio Promotions, Brand Management, Idea Generation, Early Childhood..., Christian Ministry, Databases, Editing, Childcare, Experiential Events, Non-profits..., New Media
Education
Columbia College Chicago 2002 — 2006
BA Journalism, Communication, Journalism, Magazines
College of DuPage 2010 — 2011
certification, Early Childhood Education
Educational Media Foundation - KLOVE & Air1 Radio Networks January 2012 - Present
Radio Disney AM 1300 June 2008 - January 2012
Radio Disney AM 1300 May 2006 - June 2008
Radio Disney AM 1300 September 2005 - May 2006
Concierge Preferred Magazine September 2005 - May 2006
Merrill Lynch March 2005 - October 2005
DesPlaines Valley News May 2003 - September 2003
Skills
Photoshop, InDesign, QuarkXPress, Marketing, Sponsorship, Advertising, Facebook, Press Releases, Radio, Broadcast, Social Media, Event Planning, Television, Blogging, Counterpoint, Magazine Layout Design, Writing, Promotions, Radio Promotions, Brand Management, Idea Generation, Early Childhood..., Christian Ministry, Databases, Editing, Childcare, Experiential Events, Non-profits..., New Media
Education
Columbia College Chicago 2002 — 2006
BA Journalism, Communication, Journalism, Magazines
College of DuPage 2010 — 2011
certification, Early Childhood Education
Anne Kozikowski's Merrill Lynch Experience August 2006 - May 2008
Job Administrative Assistant at FutureBrand
Industry Cosmetics
Experience
FutureBrand February 2012 - Present
Gina Rodriguez, National Sales Director for Mary Kay Cosmetics May 2010 - January 2012
Casanova Pendrill May 2008 - April 2010
Merrill Lynch August 2006 - May 2008
Eagle Language Services, S.L. October 2005 - June 2006
Merrill Lynch July 2003 - July 2005
Skills
Excel, Word, PowerPoint, Mac OS X, Keynote, Concur, Outlook, Entourage, Microsoft Excel, Microsoft Word, Budgets, Account Management, Management, Advertising, Spanish, Integrated Marketing, Recruiting, Event Management, OS X, Sales, CRM
Education
EBC International 2005 — 2005
TEFL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
College of Mount Saint Vincent 1999 — 2003
Bachelor of Arts, Film Theory and Spanish Literature
FutureBrand February 2012 - Present
Gina Rodriguez, National Sales Director for Mary Kay Cosmetics May 2010 - January 2012
Casanova Pendrill May 2008 - April 2010
Merrill Lynch August 2006 - May 2008
Eagle Language Services, S.L. October 2005 - June 2006
Merrill Lynch July 2003 - July 2005
Skills
Excel, Word, PowerPoint, Mac OS X, Keynote, Concur, Outlook, Entourage, Microsoft Excel, Microsoft Word, Budgets, Account Management, Management, Advertising, Spanish, Integrated Marketing, Recruiting, Event Management, OS X, Sales, CRM
Education
EBC International 2005 — 2005
TEFL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
College of Mount Saint Vincent 1999 — 2003
Bachelor of Arts, Film Theory and Spanish Literature
Vic Howie's Merrill Lynch Experience November 2006 - Present
Job Wealth Management Advisor Merrill Lynch Wealth Management and CoFounder of Pitch Breakfast
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
US National Whitewater Center April 2000 - Present
American Community Bancshares March 2002 - April 2004
Bank of America 2000 - 2002
Skills
Strategic Planning, Entrepreneurship, Leadership, Leadership Development, Mergers, New Business Development, Business Strategy, Investments, Sales, Strategic Financial..., Team Building, Customer Satisfaction, Negotiation, Banking, Sales Management, Wealth Management, Mergers & Acquisitions, Risk Management, Financial Services, Small Business, Start-ups, Project Planning, Social Media, Social Media Marketing, Training, Portfolio Management, Business Development, Strategy, Nonprofits, Marketing, Public Speaking, Program Management, Coaching, Event Management, Finance, Time Management, Executive Management, Marketing Strategy, Fundraising, Budgets, Financial Analysis, Management, CRM, Public Relations, Business Planning, Analysis, Social Networking, Management Consulting, Team Leadership, Market Research
Education
College of Charleston 1979 — 1983
B. S., Business Administration
Hogeschool Brabant, The Netherlands 2001 — 2001
Euro Monetary Policy and Integration
Western Carolina University 1994 — 2002
MBA, Organizational Management
Merrill Lynch November 2006 - Present
US National Whitewater Center April 2000 - Present
American Community Bancshares March 2002 - April 2004
Bank of America 2000 - 2002
Skills
Strategic Planning, Entrepreneurship, Leadership, Leadership Development, Mergers, New Business Development, Business Strategy, Investments, Sales, Strategic Financial..., Team Building, Customer Satisfaction, Negotiation, Banking, Sales Management, Wealth Management, Mergers & Acquisitions, Risk Management, Financial Services, Small Business, Start-ups, Project Planning, Social Media, Social Media Marketing, Training, Portfolio Management, Business Development, Strategy, Nonprofits, Marketing, Public Speaking, Program Management, Coaching, Event Management, Finance, Time Management, Executive Management, Marketing Strategy, Fundraising, Budgets, Financial Analysis, Management, CRM, Public Relations, Business Planning, Analysis, Social Networking, Management Consulting, Team Leadership, Market Research
Education
College of Charleston 1979 — 1983
B. S., Business Administration
Hogeschool Brabant, The Netherlands 2001 — 2001
Euro Monetary Policy and Integration
Western Carolina University 1994 — 2002
MBA, Organizational Management
Nazeer Kizhakkedathu's Merrill Lynch Experience April 2003 - January 2009
Job Senior Consultant Risk Datawarehousing at UBS
Industry Financial Services
Experience
UBS June 2009 - Present
Bank of America January 2009 - April 2009
Merrill Lynch April 2003 - January 2009
Amtex Systems January 2003 - February 2005
Hexaware Technologies December 1999 - April 2003
Alliance Bernstein 2000 - 2001
Sonata Software January 1998 - December 1999
K&V 1997 - 1999
Education
College of Engineering, Trivandrum 1994 — 1997
Mahatma Gandhi University 1989 — 1992
Bachelor of Science, Physics
IHRDE , Kerala
UBS June 2009 - Present
Bank of America January 2009 - April 2009
Merrill Lynch April 2003 - January 2009
Amtex Systems January 2003 - February 2005
Hexaware Technologies December 1999 - April 2003
Alliance Bernstein 2000 - 2001
Sonata Software January 1998 - December 1999
K&V 1997 - 1999
Education
College of Engineering, Trivandrum 1994 — 1997
Mahatma Gandhi University 1989 — 1992
Bachelor of Science, Physics
IHRDE , Kerala
Sushil Malbari's Merrill Lynch Experience January 2004 - September 2009
Job Project Manager at Tata Consultancy Services
Industry Computer Software
Experience
Tata Consultancy Services May 2014 - Present
Tata Consultancy Services September 2012 - Present
Bank of America September 2009 - September 2012
Merrill Lynch January 2004 - September 2009
TCS August 2001 - August 2004
Skills
SDLC, Business Analysis, ETL, QTP, Requirements Analysis, Data Warehousing, Enterprise Architecture, Microsoft SQL Server, Solution Architecture, Software Project..., Integration, Requirements Gathering, PL/SQL, Data Modeling
Education
University of Pune 1998 — 2001
Bachelor of Engineering (BEng)
College of Engineering Pune 1997 — 2001
B-Tech, Engineering
Tata Consultancy Services May 2014 - Present
Tata Consultancy Services September 2012 - Present
Bank of America September 2009 - September 2012
Merrill Lynch January 2004 - September 2009
TCS August 2001 - August 2004
Skills
SDLC, Business Analysis, ETL, QTP, Requirements Analysis, Data Warehousing, Enterprise Architecture, Microsoft SQL Server, Solution Architecture, Software Project..., Integration, Requirements Gathering, PL/SQL, Data Modeling
Education
University of Pune 1998 — 2001
Bachelor of Engineering (BEng)
College of Engineering Pune 1997 — 2001
B-Tech, Engineering
Narendra Shaha's Merrill Lynch Experience July 2004 - November 2006
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers November 2006 - September 2008
Merrill Lynch July 2004 - November 2006
NYMEX July 2003 - February 2004
Sorceron 2001 - 2002
Skills
Trading Systems, Equity Derivatives, Derivatives, Equities, Investment Banking, Low Latency, Options, Structured Products, Market Risk, Equity Trading, Trading
Education
Rutgers University-New Brunswick 1999 — 2000
IIT Kharagpur 1991 — 1993
M. Tech, Electrical Engineering
College of Engineering Pune 1987 — 1991
Bachelor of Engg, Instrumentation
Deutsche Bank November 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers November 2006 - September 2008
Merrill Lynch July 2004 - November 2006
NYMEX July 2003 - February 2004
Sorceron 2001 - 2002
Skills
Trading Systems, Equity Derivatives, Derivatives, Equities, Investment Banking, Low Latency, Options, Structured Products, Market Risk, Equity Trading, Trading
Education
Rutgers University-New Brunswick 1999 — 2000
IIT Kharagpur 1991 — 1993
M. Tech, Electrical Engineering
College of Engineering Pune 1987 — 1991
Bachelor of Engg, Instrumentation
Larry Hannula's Merrill Lynch Experience 1983 - 1991
Job Founder and Strategist of TechTrade online
Industry Financial Services
Experience
TechTrade online January 2012 - Present
McHann Advisory Services 2001 - Present
ABN AMRO N.A. 1996 - 1999
Merrill Lynch 1983 - 1991
Education
College of Lake County 1970 — 1974
Entrepreneurship/Entrepreneurial Studies
TechTrade online January 2012 - Present
McHann Advisory Services 2001 - Present
ABN AMRO N.A. 1996 - 1999
Merrill Lynch 1983 - 1991
Education
College of Lake County 1970 — 1974
Entrepreneurship/Entrepreneurial Studies
Beau Evans's Merrill Lynch Experience July 2001 - March 2003
Job Project manager who facilitates the development of advanced technical solutions for the employer and payer markets
Industry Pharmaceuticals
Experience
Pfizer - Payer and Channel Access - Customer Marketing (Customer Strategy & Solutions Group) January 2014 - Present
Pfizer - Integrated Health Business Unit January 2013 - December 2013
Pfizer April 2009 - December 2012
Pfizer November 2005 - March 2009
BAE Systems, Charleston, SC May 2003 - October 2005
Merrill Lynch July 2001 - March 2003
Medical University of South Carolina August 1998 - January 2001
Skills
Strategy, Business Development, Sales Management, Forecasting, Product Development, Management, Biotechnology, Pharmaceutical Industry, Product Management, Leadership, Team Leadership, Selling Skills, Healthcare, Sales, Change Management, Training, Project Management, PMP, Budgets, Pharmaceutical Sales, Project Planning, Process Engineering, Cross-functional Team..., Product Launch, Marketing Strategy, IT Management, Vendor Management, Process Improvement, Managed Care, Product Quality, Strategic Planning, Healthcare Information..., Clinical Research, Business Process..., Networking, Team Building, Key Account Development, Product Marketing, Competitive Analysis, Compliance Management, Market Research, Health Economics, Healthcare Analytics, Data Analysis, Inventory Management, Fair Market Value
Education
The Citadel 2012 — 2013
MSPM, Project Management
University of South Carolina - Darla Moore School of Business 2008 — 2010
MBA, International Business concentration
College of Charleston 1999 — 2001
BS, Biology
Academic Magnet High School 1994 — 1997
Pfizer - Payer and Channel Access - Customer Marketing (Customer Strategy & Solutions Group) January 2014 - Present
Pfizer - Integrated Health Business Unit January 2013 - December 2013
Pfizer April 2009 - December 2012
Pfizer November 2005 - March 2009
BAE Systems, Charleston, SC May 2003 - October 2005
Merrill Lynch July 2001 - March 2003
Medical University of South Carolina August 1998 - January 2001
Skills
Strategy, Business Development, Sales Management, Forecasting, Product Development, Management, Biotechnology, Pharmaceutical Industry, Product Management, Leadership, Team Leadership, Selling Skills, Healthcare, Sales, Change Management, Training, Project Management, PMP, Budgets, Pharmaceutical Sales, Project Planning, Process Engineering, Cross-functional Team..., Product Launch, Marketing Strategy, IT Management, Vendor Management, Process Improvement, Managed Care, Product Quality, Strategic Planning, Healthcare Information..., Clinical Research, Business Process..., Networking, Team Building, Key Account Development, Product Marketing, Competitive Analysis, Compliance Management, Market Research, Health Economics, Healthcare Analytics, Data Analysis, Inventory Management, Fair Market Value
Education
The Citadel 2012 — 2013
MSPM, Project Management
University of South Carolina - Darla Moore School of Business 2008 — 2010
MBA, International Business concentration
College of Charleston 1999 — 2001
BS, Biology
Academic Magnet High School 1994 — 1997
Loretta Neuhaus's Merrill Lynch Experience April 1985 - May 1990
Job Senior Financial Analyst, Investment Analyst, Specialization in NonProfit Organizations
Industry Capital Markets
Experience
Neuhaus Consulting November 2007 - Present
The Friends of Green Chimneys October 2002 - October 2007
The Friends of Green Chimneys October 2002 - September 2006
Deutsche Bank April 1994 - July 2005
Deutsche Bank December 1998 - April 2002
Deutsche Bank April 1994 - December 1998
Credit Suisse June 1990 - December 1993
Merrill Lynch April 1985 - May 1990
Merrill Lynch April 1985 - March 1989
Moody's Investors Services July 1980 - 1985
Skills
Stable Value Investment, Credit Analysis, Investigative Research, Security Analysis, Financial Advisory, Non-profit Leadership, Non-profit..., Grant Writing, Fundraising, Journalism
Education
NYU Stern School of Business
MBA Finance
College of Mount Saint Vincent 1968 — 1972
B.A., Economics and Business
Neuhaus Consulting November 2007 - Present
The Friends of Green Chimneys October 2002 - October 2007
The Friends of Green Chimneys October 2002 - September 2006
Deutsche Bank April 1994 - July 2005
Deutsche Bank December 1998 - April 2002
Deutsche Bank April 1994 - December 1998
Credit Suisse June 1990 - December 1993
Merrill Lynch April 1985 - May 1990
Merrill Lynch April 1985 - March 1989
Moody's Investors Services July 1980 - 1985
Skills
Stable Value Investment, Credit Analysis, Investigative Research, Security Analysis, Financial Advisory, Non-profit Leadership, Non-profit..., Grant Writing, Fundraising, Journalism
Education
NYU Stern School of Business
MBA Finance
College of Mount Saint Vincent 1968 — 1972
B.A., Economics and Business
Akash Gandhi's Merrill Lynch Experience May 2006 - August 2006
Job Global Customs & Compliance Agent at Fellowes
Industry Legal Services
Experience
Fellowes October 2014 - Present
Law Offices of E. Steven Yonover June 2013 - April 2014
Amin Talati, LLC January 2013 - May 2013
OfficeMax February 2010 - January 2011
ActionLink November 2005 - January 2010
Olive Grove Landscaping April 2008 - May 2009
EdVenture Partners August 2007 - May 2008
Merrill Lynch May 2006 - August 2006
Skills
Leadership, Management, Market Research, Analysis, Marketing, Advertising, Marketing Strategy, Budgets, Sales, Time Management, Public Relations, Microsoft Excel, Research, Customer Service, Microsoft Word, Legal Writing, International Trade, International Finance, International Law, Finance, International Marketing, Consumer Law, Westlaw, Outlook, PowerPoint, Legal Research
Education
The John Marshall Law School 2011 — 2014
Juris Doctorate, Legal Practice
University of Illinois at Chicago 2006 — 2008
Bachelors of Science, International Finance & Marketing
College of DuPage 2004 — 2006
Associate's degree, General Studies
Fellowes October 2014 - Present
Law Offices of E. Steven Yonover June 2013 - April 2014
Amin Talati, LLC January 2013 - May 2013
OfficeMax February 2010 - January 2011
ActionLink November 2005 - January 2010
Olive Grove Landscaping April 2008 - May 2009
EdVenture Partners August 2007 - May 2008
Merrill Lynch May 2006 - August 2006
Skills
Leadership, Management, Market Research, Analysis, Marketing, Advertising, Marketing Strategy, Budgets, Sales, Time Management, Public Relations, Microsoft Excel, Research, Customer Service, Microsoft Word, Legal Writing, International Trade, International Finance, International Law, Finance, International Marketing, Consumer Law, Westlaw, Outlook, PowerPoint, Legal Research
Education
The John Marshall Law School 2011 — 2014
Juris Doctorate, Legal Practice
University of Illinois at Chicago 2006 — 2008
Bachelors of Science, International Finance & Marketing
College of DuPage 2004 — 2006
Associate's degree, General Studies
Michael L. Johnson's Merrill Lynch Experience March 1995 - May 2000
Job CERTIFIED FINANCIAL PLANNER Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA SIPC May 2000 - Present
Merrill Lynch March 1995 - May 2000
Smith Barney March 1990 - March 1995
Skills
Retirement, Mutual Funds, Investment Advisory, Wealth Management, Wealth Accumulation, Retirement Planning, Asset Allocation, Sales, Strategic Financial..., Small Business, Investments, Fixed Annuities, Securities, Retirement Income...
Education
College for Financial Planning 2001 — 2004
CFP, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1987 — 1992
Finance
Raymond James Financial Services, Inc., Member FINRA SIPC May 2000 - Present
Merrill Lynch March 1995 - May 2000
Smith Barney March 1990 - March 1995
Skills
Retirement, Mutual Funds, Investment Advisory, Wealth Management, Wealth Accumulation, Retirement Planning, Asset Allocation, Sales, Strategic Financial..., Small Business, Investments, Fixed Annuities, Securities, Retirement Income...
Education
College for Financial Planning 2001 — 2004
CFP, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1987 — 1992
Finance
Darlene Fildew's Merrill Lynch Experience March 2003 - May 2008
Job Sr. Technical Business Analyst at Nielsen
Industry Information Technology and Services
Experience
Olenick & Associates February 2013 - Present
Nielsen December 2011 - August 2012
MF Global August 2008 - November 2011
Merrill Lynch March 2003 - May 2008
Heller Financial June 1998 - June 2002
Center For Governmental Studies September 1997 - June 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Risk Management, Market Data, Trading Systems, Agile Methodologies, Project Management, PMO, Software Project..., SQL, Business Intelligence, Program Management, Change Management, User Acceptance Testing, Microsoft SQL Server, Visio, Banking, SharePoint
Education
Northern Illinois University - College of Business 1996 — 1998
BS, Operations Management with emphasis in Information Systems
College of DuPage 1994 — 1996
AS, General Business
Olenick & Associates February 2013 - Present
Nielsen December 2011 - August 2012
MF Global August 2008 - November 2011
Merrill Lynch March 2003 - May 2008
Heller Financial June 1998 - June 2002
Center For Governmental Studies September 1997 - June 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Risk Management, Market Data, Trading Systems, Agile Methodologies, Project Management, PMO, Software Project..., SQL, Business Intelligence, Program Management, Change Management, User Acceptance Testing, Microsoft SQL Server, Visio, Banking, SharePoint
Education
Northern Illinois University - College of Business 1996 — 1998
BS, Operations Management with emphasis in Information Systems
College of DuPage 1994 — 1996
AS, General Business
Dan Costello's Merrill Lynch Experience February 2003 - June 2009
Job Global Portfolio Sales & Trading
Industry Financial Services
Experience
UBS Investment Bank February 2012 - Present
Instinet Incorporated June 2009 - January 2012
Merrill Lynch February 2003 - June 2009
Charles Schwab - Epoch Partners May 2000 - February 2003
NationsBanc Montgomery - Banc of America Securities January 1999 - April 2000
Barclays Global Investors April 1997 - December 1999
Skills
Hedge Funds, Equities, Trading Systems, Bloomberg, Trading, Derivatives, Capital Markets, Asset Management, Investments, Equity Trading, Global Management, Vendor Management, Business Development, Electronic Trading, Client Services, Client Relations, ETFs, Alternative Investments, Operations Management, Customer Relations, Mutual Funds
Education
College of Mount Saint Vincent
Bachelor's Degree, Business Administration
HS Archbishop Stepinac, White Plains, NY
UBS Investment Bank February 2012 - Present
Instinet Incorporated June 2009 - January 2012
Merrill Lynch February 2003 - June 2009
Charles Schwab - Epoch Partners May 2000 - February 2003
NationsBanc Montgomery - Banc of America Securities January 1999 - April 2000
Barclays Global Investors April 1997 - December 1999
Skills
Hedge Funds, Equities, Trading Systems, Bloomberg, Trading, Derivatives, Capital Markets, Asset Management, Investments, Equity Trading, Global Management, Vendor Management, Business Development, Electronic Trading, Client Services, Client Relations, ETFs, Alternative Investments, Operations Management, Customer Relations, Mutual Funds
Education
College of Mount Saint Vincent
Bachelor's Degree, Business Administration
HS Archbishop Stepinac, White Plains, NY
Faina Fradkin, PHR's Merrill Lynch Experience 1999 - 2008
Job HR Generalist at CUNY John Jay College of Criminal Justice
Industry Education Management
Experience
CUNY John Jay College of Criminal Justice January 2010 - Present
Goodwill Industries International May 2009 - January 2010
College of Mount Saint Vincent October 2008 - March 2009
Merrill Lynch 1999 - 2008
Merrill Lynch October 1996 - October 1999
Merrill Lynch September 1989 - October 1996
Shearson Lehman 1987 - 1989
EF Hutton and Company April 1985 - October 1987
Skills
HRIS, Compensation, Employee Relations, Onboarding, Performance Management, Benefits, Vendor Management, Administration, Talent Management, Interviewing, Employee Engagement, PeopleSoft, Talent Acquisition, Career Development, Resume Writing, Human Capital Management, HR Policies, Workforce Planning, Employment Law, Conflict Resolution, Career Counseling, HR Strategy, Full-cycle Recruiting, Hiring, Recruitment/Retention, Career Management, Coaching, Performance Appraisal, Talent Development, Orientation, Employee Benefits, New Hire Orientations, Civil Service Contracts, Classified Titles..., SDLC, Deferred Compensation, Personnel Management, Interviews, Business Analysis, Program Management, Change Management, Management, Training, Recruiting, Organizational..., Leadership, Organizational..., Employee Training, Human Resources, Succession Planning
Education
College of Mount Saint Vincent
Certification, Human Resources
New York University
Certification, Human Resources Management
State University of Moldavia
Bachelor, Economics/Computer Science
CUNY John Jay College of Criminal Justice January 2010 - Present
Goodwill Industries International May 2009 - January 2010
College of Mount Saint Vincent October 2008 - March 2009
Merrill Lynch 1999 - 2008
Merrill Lynch October 1996 - October 1999
Merrill Lynch September 1989 - October 1996
Shearson Lehman 1987 - 1989
EF Hutton and Company April 1985 - October 1987
Skills
HRIS, Compensation, Employee Relations, Onboarding, Performance Management, Benefits, Vendor Management, Administration, Talent Management, Interviewing, Employee Engagement, PeopleSoft, Talent Acquisition, Career Development, Resume Writing, Human Capital Management, HR Policies, Workforce Planning, Employment Law, Conflict Resolution, Career Counseling, HR Strategy, Full-cycle Recruiting, Hiring, Recruitment/Retention, Career Management, Coaching, Performance Appraisal, Talent Development, Orientation, Employee Benefits, New Hire Orientations, Civil Service Contracts, Classified Titles..., SDLC, Deferred Compensation, Personnel Management, Interviews, Business Analysis, Program Management, Change Management, Management, Training, Recruiting, Organizational..., Leadership, Organizational..., Employee Training, Human Resources, Succession Planning
Education
College of Mount Saint Vincent
Certification, Human Resources
New York University
Certification, Human Resources Management
State University of Moldavia
Bachelor, Economics/Computer Science
Ryan Shaw, C(k)P®'s Merrill Lynch Experience September 2010 - January 2015
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services January 2015 - Present
Merrill Lynch September 2010 - January 2015
Prudential Financial April 2008 - September 2010
Skills
Investments, Strategic Financial..., Mutual Funds, Wealth Management, Financial Analysis, Retirement Planning, 401k, Budgets, Financial Modeling, Portfolio Management, Leadership, Management, Finance, Insurance, Financial Services, Retirement Plan..., Profit Sharing, 403 b, Non-Qualified Deferred..., Defined Benefit, Deferred Compensation, Defined Contribution, Sales Management, Sales Presentations
Education
College of Charleston 2004 — 2006
BS, Accounting & Business Administration
The Retirement Advisor University
C(k)P®, Certified 401(k) Professional
Ohio National Financial Services January 2015 - Present
Merrill Lynch September 2010 - January 2015
Prudential Financial April 2008 - September 2010
Skills
Investments, Strategic Financial..., Mutual Funds, Wealth Management, Financial Analysis, Retirement Planning, 401k, Budgets, Financial Modeling, Portfolio Management, Leadership, Management, Finance, Insurance, Financial Services, Retirement Plan..., Profit Sharing, 403 b, Non-Qualified Deferred..., Defined Benefit, Deferred Compensation, Defined Contribution, Sales Management, Sales Presentations
Education
College of Charleston 2004 — 2006
BS, Accounting & Business Administration
The Retirement Advisor University
C(k)P®, Certified 401(k) Professional
Michael Sellecchia's Merrill Lynch Experience October 2008 - May 2009
Job Wealth Management & Financial Planning at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2012 - Present
Northwestern Mutual June 2012 - October 2012
Philadelphia Professional Compounding Pharmacy June 2009 - October 2011
Northeast US Motor Sports October 2004 - March 2010
Merrill Lynch October 2008 - May 2009
Skills
Sales Management, Marketing Strategy, Direct Marketing, Contract Negotiation, Finance, Product Marketing, Sales, Entrepreneurship, Customer Service, Product Development, Strategic Planning, Marketing, Investments, New Business Development, Project Management, Time Management
Education
College for Financial Planning 2013 — 2014
Penn State University 2004 — 2009
B.S. Business Administration, Finance
Janney Montgomery Scott LLC October 2012 - Present
Northwestern Mutual June 2012 - October 2012
Philadelphia Professional Compounding Pharmacy June 2009 - October 2011
Northeast US Motor Sports October 2004 - March 2010
Merrill Lynch October 2008 - May 2009
Skills
Sales Management, Marketing Strategy, Direct Marketing, Contract Negotiation, Finance, Product Marketing, Sales, Entrepreneurship, Customer Service, Product Development, Strategic Planning, Marketing, Investments, New Business Development, Project Management, Time Management
Education
College for Financial Planning 2013 — 2014
Penn State University 2004 — 2009
B.S. Business Administration, Finance
Russ Pixler CFP®'s Merrill Lynch Experience June 1998 - March 2003
Job Director of Financial Services at Foundations Wealth Management, LLC
Industry Financial Services
Experience
Foundations Wealth Management, LLC March 2013 - Present
HKFS March 2003 - February 2013
Merrill Lynch June 1998 - March 2003
Norman Pixler CPA August 1996 - May 1997
Education
College for Financial Planning 2008 — 2010
Certified Financial Planning, Financial Planning and Services
The University of South Dakota 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Foundations Wealth Management, LLC March 2013 - Present
HKFS March 2003 - February 2013
Merrill Lynch June 1998 - March 2003
Norman Pixler CPA August 1996 - May 1997
Education
College for Financial Planning 2008 — 2010
Certified Financial Planning, Financial Planning and Services
The University of South Dakota 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Susan Strelow, MS, CFP®'s Merrill Lynch Experience July 1994 - October 1996
Job Managing Director, Schwab Private Client at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab October 1996 - January 2013
Merrill Lynch July 1994 - October 1996
Skills
Asset Allocation, Finance, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Securities, Consulting, Investment Advisory, Retirement
Education
University of Wisconsin-Whitewater 1988 — 1992
Bachelor of Business Administration, Finance
College for Financial Planning
Master of Science, Financial Planning
Charles Schwab February 2013 - Present
Charles Schwab October 1996 - January 2013
Merrill Lynch July 1994 - October 1996
Skills
Asset Allocation, Finance, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Securities, Consulting, Investment Advisory, Retirement
Education
University of Wisconsin-Whitewater 1988 — 1992
Bachelor of Business Administration, Finance
College for Financial Planning
Master of Science, Financial Planning
Jason Ridge's Merrill Lynch Experience June 2003 - August 2003
Job Lender Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance November 2014 - Present
Wells Fargo Capital Finance January 2013 - November 2014
Wilsey Meyer Eatmon Tate PLLC 2011 - October 2012
Oklahoma State Auditor & Inspector June 2010 - February 2011
First Capital September 2004 - July 2009
Farmers Insurance Group February 2004 - August 2004
Merrill Lynch June 2003 - August 2003
DCA Services, Inc January 1998 - January 2003
Skills
Self-driven, Attention To Detail, Data Mining, Auditing, Account Reconciliation, US GAAP, Accounting, GAAP, Financial Reporting, Financial Analysis, Cash Management, Financial Statements, Accounts Receivable, Assurance, Government Accounting, Finance, Financial Accounting, Financial Audits, Financial Statement..., Fund Accounting, QuickBooks, Vlookup, Revenue Recognition, Internal Controls, Variance Analysis, Pivot Tables, External Audit, COSO, Accounting Research, Microsoft Word, Microsoft Excel, Loans, Forensic Accounting, SEC filings, Sarbanes-Oxley, Microsoft Office, Cash Flow, General Ledger, CPA, Sarbanes-Oxley Act, Journal Entries
Education
College of Business 2009 — 2010
B.S., Accounting
College of Business 2002 — 2003
B.B.A., Finance
Wells Fargo Capital Finance November 2014 - Present
Wells Fargo Capital Finance January 2013 - November 2014
Wilsey Meyer Eatmon Tate PLLC 2011 - October 2012
Oklahoma State Auditor & Inspector June 2010 - February 2011
First Capital September 2004 - July 2009
Farmers Insurance Group February 2004 - August 2004
Merrill Lynch June 2003 - August 2003
DCA Services, Inc January 1998 - January 2003
Skills
Self-driven, Attention To Detail, Data Mining, Auditing, Account Reconciliation, US GAAP, Accounting, GAAP, Financial Reporting, Financial Analysis, Cash Management, Financial Statements, Accounts Receivable, Assurance, Government Accounting, Finance, Financial Accounting, Financial Audits, Financial Statement..., Fund Accounting, QuickBooks, Vlookup, Revenue Recognition, Internal Controls, Variance Analysis, Pivot Tables, External Audit, COSO, Accounting Research, Microsoft Word, Microsoft Excel, Loans, Forensic Accounting, SEC filings, Sarbanes-Oxley, Microsoft Office, Cash Flow, General Ledger, CPA, Sarbanes-Oxley Act, Journal Entries
Education
College of Business 2009 — 2010
B.S., Accounting
College of Business 2002 — 2003
B.B.A., Finance
Lisa McKibben's Merrill Lynch Experience January 1989 - January 1998
Job Executive Office Professional
Industry Executive Office
Experience
Peg Copple & Associates June 2006 - December 2007
Morgan Stanley January 1998 - January 2006
Merrill Lynch January 1989 - January 1998
Education
College of Marin 1979 — 1982
Associates, Business
Peg Copple & Associates June 2006 - December 2007
Morgan Stanley January 1998 - January 2006
Merrill Lynch January 1989 - January 1998
Education
College of Marin 1979 — 1982
Associates, Business
Gwynn Baker Yocco's Merrill Lynch Experience January 2009 - February 2013
Job .
Industry Financial Services
Experience
Cherrington Brotsky Conscious Captial February 2014 - May 2015
Morgan Stanley February 2013 - January 2014
Merrill Lynch January 2009 - February 2013
Atlantic Community Bank May 2006 - November 2008
Skills
Sales, Investments, Customer Service, Strategic Planning, Microsoft Excel, Marketing, Leadership, Insurance, Personal Financial..., Investment Advisory..., Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
College of Charleston 2002 — 2006
Bachelors Of Science, Business Administration
Patrick Henry Academy
High School
Cherrington Brotsky Conscious Captial February 2014 - May 2015
Morgan Stanley February 2013 - January 2014
Merrill Lynch January 2009 - February 2013
Atlantic Community Bank May 2006 - November 2008
Skills
Sales, Investments, Customer Service, Strategic Planning, Microsoft Excel, Marketing, Leadership, Insurance, Personal Financial..., Investment Advisory..., Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
College of Charleston 2002 — 2006
Bachelors Of Science, Business Administration
Patrick Henry Academy
High School
Sheela Ernale's Merrill Lynch Experience January 2010 - January 2011
Job IT Project Manager & Business Analyst
Industry Information Technology and Services
Experience
Merrill Lynch January 2010 - January 2011
Aftek January 2008 - October 2009
Cognizant Technology Solutions November 1998 - October 2005
SEED Infotech, Pune 1997 - 1998
Pune Institute of Computer Technology, Pune 1992 - 1997
Skills
UML, Software Project..., OOAD, Business Analysis, Requirements Gathering, Scope Management, Data Analysis, Derivatives Instruments, Risk Management, Operational Risk, Credit Risk
Education
Indian Institute of Science 1995 — 1997
M.Tech., Instrumentation
CDAC- Diploma in Advance Computing
College of Engineering Pune
Merrill Lynch January 2010 - January 2011
Aftek January 2008 - October 2009
Cognizant Technology Solutions November 1998 - October 2005
SEED Infotech, Pune 1997 - 1998
Pune Institute of Computer Technology, Pune 1992 - 1997
Skills
UML, Software Project..., OOAD, Business Analysis, Requirements Gathering, Scope Management, Data Analysis, Derivatives Instruments, Risk Management, Operational Risk, Credit Risk
Education
Indian Institute of Science 1995 — 1997
M.Tech., Instrumentation
CDAC- Diploma in Advance Computing
College of Engineering Pune
Thomas Turiano's Merrill Lynch Experience December 2000 - August 2003
Job Financial Advisor at Southport Station Financial Management, LLC
Industry Financial Services
Experience
Southport Station Financial Management, LLC 2008 - Present
Barth Insurance Agency, Inc August 2003 - Present
Merrill Lynch December 2000 - August 2003
American Skandia 2000 - 2000
Skills
Strategic Financial..., Retirement, Securities, IRAs, Retirement Planning, Saving for Education, Mutual Funds, Estate Planning, 401k Rollovers, 529 Plans, SEP IRA, Multi-generational..., Wealth Preservation..., College Education..., College Savings Plans, Certified Financial..., Education Funding, Simple IRA, Portfolio Management, Personal Financial..., Roth IRA, Variable Annuities, Rollovers, Wealth Accumulation..., Wealth Accumulation, Fixed Income, Wealth Management, Financial Advisory, Investments, Intergenerational..., Registered Investment..., Asset Managment, Long-term Care, Wealth Management..., Municipal Bonds, Tactical Asset...
Education
The American College 2002 — 2007
ChFC, Financial Planning
College for Financial Planning 2003 — 2006
CFP®, Financial Planning
Southern Connecticut State University 1994 — 1998
Bachelors, Finance
Southport Station Financial Management, LLC 2008 - Present
Barth Insurance Agency, Inc August 2003 - Present
Merrill Lynch December 2000 - August 2003
American Skandia 2000 - 2000
Skills
Strategic Financial..., Retirement, Securities, IRAs, Retirement Planning, Saving for Education, Mutual Funds, Estate Planning, 401k Rollovers, 529 Plans, SEP IRA, Multi-generational..., Wealth Preservation..., College Education..., College Savings Plans, Certified Financial..., Education Funding, Simple IRA, Portfolio Management, Personal Financial..., Roth IRA, Variable Annuities, Rollovers, Wealth Accumulation..., Wealth Accumulation, Fixed Income, Wealth Management, Financial Advisory, Investments, Intergenerational..., Registered Investment..., Asset Managment, Long-term Care, Wealth Management..., Municipal Bonds, Tactical Asset...
Education
The American College 2002 — 2007
ChFC, Financial Planning
College for Financial Planning 2003 — 2006
CFP®, Financial Planning
Southern Connecticut State University 1994 — 1998
Bachelors, Finance
Michael Stryker's Merrill Lynch Experience June 1992 - November 2012
Job First Vice PresidentWealth Management, CRPCSenior Portfolio Manager
Industry Financial Services
Experience
UBS November 2012 - Present
Merrill Lynch June 1992 - November 2012
Eaton Vance October 1987 - May 1992
Education
College for Financial Planning 2006 — 2007
CRPC, Retirement planning
Connecticut College 1982 — 1986
Bachelor of Arts (B.A.), Economics
UBS November 2012 - Present
Merrill Lynch June 1992 - November 2012
Eaton Vance October 1987 - May 1992
Education
College for Financial Planning 2006 — 2007
CRPC, Retirement planning
Connecticut College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Thad Ismart, CFP®'s Merrill Lynch Experience March 2011 - March 2012
Job Senior Financial Planner at Baltimore Washington Financial Advisors
Industry Financial Services
Experience
Baltimore Washington Financial Advisors February 2013 - Present
Planning Solutions Group LLC March 2012 - February 2013
Merrill Lynch March 2011 - March 2012
Morgan Stanley Smith Barney April 2007 - March 2011
T. Rowe Price October 2005 - April 2007
Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance
Education
College for Financial Planning 2008 — 2010
CFP, Financial Planning
University of Maryland Baltimore County 2002 — 2005
B.A, Economics
Baltimore Washington Financial Advisors February 2013 - Present
Planning Solutions Group LLC March 2012 - February 2013
Merrill Lynch March 2011 - March 2012
Morgan Stanley Smith Barney April 2007 - March 2011
T. Rowe Price October 2005 - April 2007
Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance
Education
College for Financial Planning 2008 — 2010
CFP, Financial Planning
University of Maryland Baltimore County 2002 — 2005
B.A, Economics
Paul Pettersen, CPA/PFS, CFP's Merrill Lynch Experience December 2003 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2003 - Present
Ernst & Young, LLP January 2001 - December 2003
Altfest Personal Wealth Management January 1997 - January 2001
Skills
Financial Planning, High Net Worth..., Wealth Management, Financial Advisory, Series 7, Strategic Financial...
Education
College for Financial Planning 2013 — 2015
Master of Science (M.S.), Financial Planning and Services
University at Albany 1979 — 1981
BS, Accounting
Merrill Lynch December 2003 - Present
Ernst & Young, LLP January 2001 - December 2003
Altfest Personal Wealth Management January 1997 - January 2001
Skills
Financial Planning, High Net Worth..., Wealth Management, Financial Advisory, Series 7, Strategic Financial...
Education
College for Financial Planning 2013 — 2015
Master of Science (M.S.), Financial Planning and Services
University at Albany 1979 — 1981
BS, Accounting
Sanil Daptardar's Merrill Lynch Experience 1993 - 1996
Job Investment Professional
Industry Financial Services
Experience
Global Bulls LLC 2014 - Present
Sentinel Investments 2006 - 2013
Bramwell Capital Management 2004 - 2006
Franklin Street Partners 1999 - 2001
ABSA Securities 1997 - 1998
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Investments, Securities
Education
New Jersey Institute of Technology
Master's degree, Finance
University of Bombay
Master's degree, Business Administration
College of Engineering Pune
Bachelor's degree, Metallurgical Engineering
Global Bulls LLC 2014 - Present
Sentinel Investments 2006 - 2013
Bramwell Capital Management 2004 - 2006
Franklin Street Partners 1999 - 2001
ABSA Securities 1997 - 1998
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Investments, Securities
Education
New Jersey Institute of Technology
Master's degree, Finance
University of Bombay
Master's degree, Business Administration
College of Engineering Pune
Bachelor's degree, Metallurgical Engineering
Shannon Heausler's Merrill Lynch Experience August 2009 - December 2009
Job Associate Client Specialist
Industry Consumer Services
Experience
CT Corporation October 2014 - Present
LYNX INNOVATION INC February 2013 - August 2014
Bahia Corinthian Yacht Club January 2011 - December 2012
CASCO Contractors, Inc. January 2010 - January 2011
Merrill Lynch August 2009 - December 2009
Skills
Marketing, Coaching, Budgets, Sailing, Microsoft Excel, PowerPoint, Logistics, Microsoft Office, Social Media, Customer Service, Event Planning, Microsoft Word, Social Networking, Event Management, Social Media Marketing, Strategic Planning, Outlook, Marketing Strategy, Public Relations, Public Speaking, Fundraising
Education
College of Charleston 2006 — 2010
Bachelor of Science (B.S.) with Honors, Economics & Business Administration, 3.8
H.B Plant High School
High School Diploma, 4.6
CT Corporation October 2014 - Present
LYNX INNOVATION INC February 2013 - August 2014
Bahia Corinthian Yacht Club January 2011 - December 2012
CASCO Contractors, Inc. January 2010 - January 2011
Merrill Lynch August 2009 - December 2009
Skills
Marketing, Coaching, Budgets, Sailing, Microsoft Excel, PowerPoint, Logistics, Microsoft Office, Social Media, Customer Service, Event Planning, Microsoft Word, Social Networking, Event Management, Social Media Marketing, Strategic Planning, Outlook, Marketing Strategy, Public Relations, Public Speaking, Fundraising
Education
College of Charleston 2006 — 2010
Bachelor of Science (B.S.) with Honors, Economics & Business Administration, 3.8
H.B Plant High School
High School Diploma, 4.6
Ian McClay's Merrill Lynch Experience May 2007 - May 2009
Job Bank Debt Operations at King Street Capital Management
Industry Banking
Experience
King Street Capital Management May 2009 - Present
Merrill Lynch May 2007 - May 2009
Bear Stearns February 2002 - May 2007
JPMorgan Chase May 1999 - February 2002
BNP Paribas May 1998 - May 1999
Education
Fairleigh Dickinson University 1996 — 1997
MBA, Finance
College of Charleston 1993 — 1996
BS, Business Admin
King Street Capital Management May 2009 - Present
Merrill Lynch May 2007 - May 2009
Bear Stearns February 2002 - May 2007
JPMorgan Chase May 1999 - February 2002
BNP Paribas May 1998 - May 1999
Education
Fairleigh Dickinson University 1996 — 1997
MBA, Finance
College of Charleston 1993 — 1996
BS, Business Admin
Frank Wells's Merrill Lynch Experience 1986 - 1990
Job COO at Health First Primary, Urgent and Emergent Care medical centers
Industry Medical Practice
Experience
Foot Rub Guru, LLC May 2015 - Present
Whitfield Center for Christian Leadership at CSU August 2014 - Present
LifeWorks Charleston 2009 - Present
Health First Primary, Urgent and Emergent Care February 2007 - Present
Garment Corporation of America 2006 - 2006
Health Quest International November 1996 - 2006
Atlanta Committee for the Olympic Games July 1995 - September 1996
Coopers & Lybrand Consulting 1992 - 1994
Merrill Lynch 1986 - 1990
Skills
Strategic Planning, Fundraising, Public Speaking, Start-ups, New Business Development, Public Relations, Non-profits, Marketing Strategy, Coaching, Healthcare, Social Media, Sales, Team Building, Customer Service, Marketing Communications, Business Strategy, Business Planning, Physician Relations, Budgets, Contract Negotiation, Entrepreneurship, Leadership, Leadership Development, Management, Marketing, Nonprofits, Project Planning, Social Networking, Social Media Marketing, Training, Organizational..., Team Leadership, Business Development, Strategy, Event Management, Small Business, Event Planning, Management Consulting, Time Management, Negotiation, Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Communications, Business Consulting, General Management, Operations, Marketing and Leadership
College of Charleston 1982 — 1986
BSBA, Business Administration
Porter-Gaud School 1970 — 1982
College Prep, College Preparatory
Foot Rub Guru, LLC May 2015 - Present
Whitfield Center for Christian Leadership at CSU August 2014 - Present
LifeWorks Charleston 2009 - Present
Health First Primary, Urgent and Emergent Care February 2007 - Present
Garment Corporation of America 2006 - 2006
Health Quest International November 1996 - 2006
Atlanta Committee for the Olympic Games July 1995 - September 1996
Coopers & Lybrand Consulting 1992 - 1994
Merrill Lynch 1986 - 1990
Skills
Strategic Planning, Fundraising, Public Speaking, Start-ups, New Business Development, Public Relations, Non-profits, Marketing Strategy, Coaching, Healthcare, Social Media, Sales, Team Building, Customer Service, Marketing Communications, Business Strategy, Business Planning, Physician Relations, Budgets, Contract Negotiation, Entrepreneurship, Leadership, Leadership Development, Management, Marketing, Nonprofits, Project Planning, Social Networking, Social Media Marketing, Training, Organizational..., Team Leadership, Business Development, Strategy, Event Management, Small Business, Event Planning, Management Consulting, Time Management, Negotiation, Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Communications, Business Consulting, General Management, Operations, Marketing and Leadership
College of Charleston 1982 — 1986
BSBA, Business Administration
Porter-Gaud School 1970 — 1982
College Prep, College Preparatory
Donna Kobus-Mandel's Merrill Lynch Experience 2006 - 2007
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Rosemary Conlon's Merrill Lynch Experience 2007 - 2008
Job Vice President, National Account Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2008 - Present
Merrill Lynch 2007 - 2008
Dreyfus 2002 - 2007
UBS 1997 - 2002
Skills
CRM, Marketing, Risk Management, Investments, Product Development, Marketing Management, Equities, Financial Services, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Strategic Planning, Portfolio Management
Education
College of Mount Saint Vincent 1985 — 1989
Bachelor of Business Administration (BBA), Finance
Allianz Global Investors August 2008 - Present
Merrill Lynch 2007 - 2008
Dreyfus 2002 - 2007
UBS 1997 - 2002
Skills
CRM, Marketing, Risk Management, Investments, Product Development, Marketing Management, Equities, Financial Services, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Strategic Planning, Portfolio Management
Education
College of Mount Saint Vincent 1985 — 1989
Bachelor of Business Administration (BBA), Finance
Robert D. Maldonado's Merrill Lynch Experience February 2006 - April 2009
Job Senior Vice President and Market Trust Director
Industry Financial Services
Experience
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
Michele Mundie's Merrill Lynch Experience June 1993 - April 2011
Job Senior Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2011 - Present
Merrill Lynch June 1993 - April 2011
Education
State University of New York Empire State College
College for Financial Planning
Dansville Central High School
Wheatland Chili
UBS April 2011 - Present
Merrill Lynch June 1993 - April 2011
Education
State University of New York Empire State College
College for Financial Planning
Dansville Central High School
Wheatland Chili
Margaret Ann Colleran's Merrill Lynch Experience December 1979 - March 1985
Job New Beginnings
Industry Design
Experience
Full Circle Woodworking April 2008 - Present
Palmetto Bluff Development February 2004 - April 2008
Berkeley Hall Plantation March 2002 - February 2004
Belfair March 2000 - March 2002
Danzell Investment Management June 1994 - March 2000
The Cypress of Hilton Head Island March 1991 - June 1994
The Sea Pines Companies June 1985 - February 1991
Merrill Lynch December 1979 - March 1985
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Research, Teamwork, Nutrition, Wellness, Healthcare, Public Relations, Event Management, Marketing, Editing, Data Analysis, Sales, Psychology, Marketing Communications, Negotiation, Project Management, Coaching, Leadership, Operations Management, Management, Construction, Marketing Strategy, Market Research, Fitness, Advertising, Business Development, Social Networking, Entrepreneurship, Self Defense, Creativity, Property Management, Sewing, Painting, Interior Design, Inspiring People, People-oriented, Enthusiasm to learn
Education
Technical College of the Lowcountry 2010 — 2012
Allied Health Certification, Health Services/Allied Health/Health Sciences, General
College of Charleston 1976 — 1977
Business Administration and Management, General
Full Circle Woodworking April 2008 - Present
Palmetto Bluff Development February 2004 - April 2008
Berkeley Hall Plantation March 2002 - February 2004
Belfair March 2000 - March 2002
Danzell Investment Management June 1994 - March 2000
The Cypress of Hilton Head Island March 1991 - June 1994
The Sea Pines Companies June 1985 - February 1991
Merrill Lynch December 1979 - March 1985
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Research, Teamwork, Nutrition, Wellness, Healthcare, Public Relations, Event Management, Marketing, Editing, Data Analysis, Sales, Psychology, Marketing Communications, Negotiation, Project Management, Coaching, Leadership, Operations Management, Management, Construction, Marketing Strategy, Market Research, Fitness, Advertising, Business Development, Social Networking, Entrepreneurship, Self Defense, Creativity, Property Management, Sewing, Painting, Interior Design, Inspiring People, People-oriented, Enthusiasm to learn
Education
Technical College of the Lowcountry 2010 — 2012
Allied Health Certification, Health Services/Allied Health/Health Sciences, General
College of Charleston 1976 — 1977
Business Administration and Management, General
Hugh Hanley's Merrill Lynch Experience March 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Education
College of Charleston 2003 — 2007
Merrill Lynch March 2010 - Present
Education
College of Charleston 2003 — 2007
Nikhil Paranjpe's Merrill Lynch Experience January 2010 - June 2011
Job Project Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2011 - Present
OptumRx 2011 - 2012
Merrill Lynch January 2010 - June 2011
Cognizant Technology Solutions January 2005 - January 2010
JPMorgan Chase 2005 - 2010
Mahindra Satyam July 2004 - December 2004
HSBC Global Technology India April 2003 - July 2004
Skills
Software Project..., Solution Architecture, System Design, IBM iSeries, Data Migration, LANSA, iSeries development, SDLC, Requirements Analysis, Requirements Gathering, System Testing, ACBS, RPG, Project Management, SQL, Business Analysis, Agile Methodologies, Data Warehousing, Management, Software Development, DB2, Integration, Systems Analysis
Education
College of Engineering Pune 1998 — 2002
Bachelor of Engineering, Mechanical
Fergusson College
Cognizant Technology Solutions July 2011 - Present
OptumRx 2011 - 2012
Merrill Lynch January 2010 - June 2011
Cognizant Technology Solutions January 2005 - January 2010
JPMorgan Chase 2005 - 2010
Mahindra Satyam July 2004 - December 2004
HSBC Global Technology India April 2003 - July 2004
Skills
Software Project..., Solution Architecture, System Design, IBM iSeries, Data Migration, LANSA, iSeries development, SDLC, Requirements Analysis, Requirements Gathering, System Testing, ACBS, RPG, Project Management, SQL, Business Analysis, Agile Methodologies, Data Warehousing, Management, Software Development, DB2, Integration, Systems Analysis
Education
College of Engineering Pune 1998 — 2002
Bachelor of Engineering, Mechanical
Fergusson College
Carly Carrier's Merrill Lynch Experience June 2011 - August 2012
Job Administrative Professional at PIMCO
Industry Financial Services
Experience
PIMCO October 2013 - Present
City of Charleston June 2013 - July 2013
Merrill Lynch June 2011 - August 2012
Skills
Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Financial Modeling, Financial Analysis, Sales, Management, Leadership, Data Analysis, Public Speaking, Event Planning, Social Networking, Social Media, Finance
Education
College of Charleston 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Marist College 2009 — 2010
Bishop Stang High School
PIMCO October 2013 - Present
City of Charleston June 2013 - July 2013
Merrill Lynch June 2011 - August 2012
Skills
Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Financial Modeling, Financial Analysis, Sales, Management, Leadership, Data Analysis, Public Speaking, Event Planning, Social Networking, Social Media, Finance
Education
College of Charleston 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Marist College 2009 — 2010
Bishop Stang High School
Dwan Moore's Merrill Lynch Experience August 1982 - August 1989
Job Principal/Superintendent at Hamilton County Mathematics and Science Academy
Industry Higher Education
Experience
Hamilton County Mathematics and Science Academy July 2001 - Present
Merrill Lynch August 1982 - August 1989
Skills
Teaching, Tutoring, Educational Technology, Curriculum Design, Research, Higher Education, Curriculum Development, Staff Development, Organizational..., Distance Learning, Instructional Design, Educational Leadership, Program Development, E-Learning, Grant Writing, Public Speaking
Education
Princeton High School, University of Cincinnati, Xavier University 1970 — 1974
High School Diploma
College of Education, Criminal Justice, and Human Services at the University of Cincinnati
Bachelor’s Degree, Bachelors of Science and Education
Xavier University
Master’s Degree, Counselor Education/School Counseling and Guidance Services &Administration
Hamilton County Mathematics and Science Academy July 2001 - Present
Merrill Lynch August 1982 - August 1989
Skills
Teaching, Tutoring, Educational Technology, Curriculum Design, Research, Higher Education, Curriculum Development, Staff Development, Organizational..., Distance Learning, Instructional Design, Educational Leadership, Program Development, E-Learning, Grant Writing, Public Speaking
Education
Princeton High School, University of Cincinnati, Xavier University 1970 — 1974
High School Diploma
College of Education, Criminal Justice, and Human Services at the University of Cincinnati
Bachelor’s Degree, Bachelors of Science and Education
Xavier University
Master’s Degree, Counselor Education/School Counseling and Guidance Services &Administration
Carly Gilkerson's Merrill Lynch Experience December 1999 - April 2006
Job CPA, Staff Accountant at Engelbach Roberts & Co. PLLC
Industry Accounting
Experience
Engelbach Roberts & Co. PLLC October 2008 - Present
Hertz April 2006 - October 2008
Merrill Lynch December 1999 - April 2006
Skills
CPA, Accounting, Financial Reporting, Auditing, Microsoft Excel, Tax, Microsoft Office, Internal Controls, Financial Accounting, Microsoft Word
Education
University of Central Oklahoma - College of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance, General
Quincy University 1992 — 1996
Bachelor's degree, Accounting
Engelbach Roberts & Co. PLLC October 2008 - Present
Hertz April 2006 - October 2008
Merrill Lynch December 1999 - April 2006
Skills
CPA, Accounting, Financial Reporting, Auditing, Microsoft Excel, Tax, Microsoft Office, Internal Controls, Financial Accounting, Microsoft Word
Education
University of Central Oklahoma - College of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance, General
Quincy University 1992 — 1996
Bachelor's degree, Accounting
Cole Allsopp's Merrill Lynch Experience September 2015 - Present
Job Director of Junior Sailing
Industry Maritime
Experience
Merrill Lynch September 2015 - Present
Severn Sailing Association September 2012 - August 2015
North Sails November 2011 - November 2011
Hatteras Yachts July 2011 - July 2011
Skills
Computer Proficiency, Market Research, Equity Valuation, Investment Valuation, DCF Valuation
Education
College of Charleston 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business/Finance
The Key School 2000 — 2007
Merrill Lynch September 2015 - Present
Severn Sailing Association September 2012 - August 2015
North Sails November 2011 - November 2011
Hatteras Yachts July 2011 - July 2011
Skills
Computer Proficiency, Market Research, Equity Valuation, Investment Valuation, DCF Valuation
Education
College of Charleston 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business/Finance
The Key School 2000 — 2007
Amanda Konder's Merrill Lynch Experience May 1999 - March 2012
Job Executive Assistant at Arlington Capital Management
Industry Financial Services
Experience
Arlington Capital Management January 2014 - Present
GRG March 2012 - November 2013
Merrill Lynch May 1999 - March 2012
Braxton Seafood Grill November 1997 - May 1999
Zarrosta Grill June 1996 - November 1997
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Event Planning, PowerPoint, Budgets, Microsoft Word, Superior Client Service, People-oriented, AML, Compliance, Client Services, Legal Compliance, Corporate Finance, Operations Management
Education
Eastern Illinois University 1993 — 1996
College of DuPage 1992 — 1993
General Education
DGS
Arlington Capital Management January 2014 - Present
GRG March 2012 - November 2013
Merrill Lynch May 1999 - March 2012
Braxton Seafood Grill November 1997 - May 1999
Zarrosta Grill June 1996 - November 1997
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Event Planning, PowerPoint, Budgets, Microsoft Word, Superior Client Service, People-oriented, AML, Compliance, Client Services, Legal Compliance, Corporate Finance, Operations Management
Education
Eastern Illinois University 1993 — 1996
College of DuPage 1992 — 1993
General Education
DGS
Stephen A. Sassi, CRPC®'s Merrill Lynch Experience November 2008 - April 2013
Job Vice President, Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Merrill Lynch November 2008 - April 2013
Morgan Stanley June 2006 - November 2008
UBS October 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial..., Alternative Investments, Fixed Income
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Communications
Charles Schwab April 2013 - Present
Merrill Lynch November 2008 - April 2013
Morgan Stanley June 2006 - November 2008
UBS October 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial..., Alternative Investments, Fixed Income
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Communications
Neal Destafney, CFP®'s Merrill Lynch Experience January 2005 - March 2012
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2013 - Present
Accenture 2012 - 2013
Merrill Lynch January 2005 - March 2012
Skills
Certified Financial..., Capital Markets, Strategic Financial..., Personal Financial..., Retirement Planning, Financial Markets, Finance, Financial Analysis, Financial Services, Financial Risk..., Sales, Financial Statements, Equity Capital Markets, Bond Markets, Municipal Bonds, Convertible Bonds, Bond Pricing, ETFs, Options Strategies, Employee Stock Options, 401k, 401k Rollovers, Options, Index Options, Mutual Funds, IRAs, Roth IRA, Equity Derivatives, Certificates of Deposit, Retirement Savings, College Savings Plans, Savings Accounts, ESOP, Online Brokerage, Covered Calls, Structured Products, Preferred Stock, Retirement Benefits, Qualified Retirement..., Microsoft Excel, Microsoft Office, Microsoft Office..., Microsoft Word, Visio, PowerPoint
Education
College for Financial Planning 2005 — 2006
University of North Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch November 2013 - Present
Accenture 2012 - 2013
Merrill Lynch January 2005 - March 2012
Skills
Certified Financial..., Capital Markets, Strategic Financial..., Personal Financial..., Retirement Planning, Financial Markets, Finance, Financial Analysis, Financial Services, Financial Risk..., Sales, Financial Statements, Equity Capital Markets, Bond Markets, Municipal Bonds, Convertible Bonds, Bond Pricing, ETFs, Options Strategies, Employee Stock Options, 401k, 401k Rollovers, Options, Index Options, Mutual Funds, IRAs, Roth IRA, Equity Derivatives, Certificates of Deposit, Retirement Savings, College Savings Plans, Savings Accounts, ESOP, Online Brokerage, Covered Calls, Structured Products, Preferred Stock, Retirement Benefits, Qualified Retirement..., Microsoft Excel, Microsoft Office, Microsoft Office..., Microsoft Word, Visio, PowerPoint
Education
College for Financial Planning 2005 — 2006
University of North Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank