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
Santiago Robledo Santiago Robledo's Merrill Lynch Experience October 2007 - March 2014
Job Vice President Investment Counselor at Citi
Industry Financial Services
Experience
Citi March 2014 - Present
Merrill Lynch October 2007 - March 2014
Skills
Private Banking, Finance, Investments, Relationship Mgmt, Bloomberg, Series 7, Series 66, Wealth Management, Asset Allocation, Fixed Income, Equities, Alternative Investments, Mutual Funds, Securities, Series 63, Uniform Combined State...
Education
Florida International University 2014 — 2015
Master of Science (MS), Finance, General
Florida International University 2007 — 2008
Bachelor of Business Administration (BBA), Finance, General
Universidad de Los Andes 2003 — 2006
Bachelor of Engineering (BE), Industrial Engineering
Citi March 2014 - Present
Merrill Lynch October 2007 - March 2014
Skills
Private Banking, Finance, Investments, Relationship Mgmt, Bloomberg, Series 7, Series 66, Wealth Management, Asset Allocation, Fixed Income, Equities, Alternative Investments, Mutual Funds, Securities, Series 63, Uniform Combined State...
Education
Florida International University 2014 — 2015
Master of Science (MS), Finance, General
Florida International University 2007 — 2008
Bachelor of Business Administration (BBA), Finance, General
Universidad de Los Andes 2003 — 2006
Bachelor of Engineering (BE), Industrial Engineering
Wanda Mayhew Wanda Mayhew's Merrill Lynch Experience July 1994 - Present
Job Partner with the Cliborne Mayhew Winkler Group Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1994 - Present
Merrill Lynch July 1994 - Present
Skills
Portfolio Management, Retirement Planning, Investments, Fixed Income, Series 7, Series 63, Alternative Investments, Asset Allocation, Finance, Fixed Annuities, Management
Education
Florida International University
Merrill Lynch July 1994 - Present
Merrill Lynch July 1994 - Present
Skills
Portfolio Management, Retirement Planning, Investments, Fixed Income, Series 7, Series 63, Alternative Investments, Asset Allocation, Finance, Fixed Annuities, Management
Education
Florida International University
Nikole Bonnelly's Merrill Lynch Experience October 2011 - September 2014
Job VP, Latin America Product Manager at Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2014 - May 2015
Merrill Lynch October 2011 - September 2014
Bank of America June 2005 - February 2012
Skills
Relationship Management, Banking, Credit, Portfolio Management, Customer Service, Risk Management, Finance, Financial Analysis, Cash Management, Commercial Banking, Corporate Finance, Financial Risk, Trade Finance, Loans, Retail Banking, Credit Risk
Education
Florida International University 2011 — 2012
Master of Business Administration (MBA), Finance, General, 3.8
Florida International University - College of Business 2006 — 2010
Business Administration, Marketing
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2014 - May 2015
Merrill Lynch October 2011 - September 2014
Bank of America June 2005 - February 2012
Skills
Relationship Management, Banking, Credit, Portfolio Management, Customer Service, Risk Management, Finance, Financial Analysis, Cash Management, Commercial Banking, Corporate Finance, Financial Risk, Trade Finance, Loans, Retail Banking, Credit Risk
Education
Florida International University 2011 — 2012
Master of Business Administration (MBA), Finance, General, 3.8
Florida International University - College of Business 2006 — 2010
Business Administration, Marketing
Yadi Flores, MBA, Six Sigma Certified Yadi Flores, MBA, Six Sigma Certified's Merrill Lynch Experience 2006 - 2006
Job Global Business Services at Burger King Corporation
Industry Food & Beverages
Experience
Burger King Corporation July 2013 - Present
UHealth System April 2012 - April 2013
Baptist Health System July 2012 - November 2012
Assurant 2008 - 2010
Merrill Lynch 2006 - 2006
Skills
Market Research, Research, Analysis, Spanish, Strategic Planning, Sales, PowerPoint, Business Strategy, Microsoft Excel, Data Analysis, Team Building, Process Improvement, Customer Service, Fundraising, Microsoft Office, Public Speaking, Management Consulting, Project Management, Business Analysis, Training, Management, Strategy, Team Leadership, Change Management, Entrepreneurship, Risk Management, Negotiation, Marketing Strategy, Six Sigma, Leadership Development, Organizational..., Business Development
Education
University of Miami
Master of Business Administration (MBA), Management Science
Florida International University
Bachelor of Business Administration (BBA), International Business & Finance Major, Economics Minor
Burger King Corporation July 2013 - Present
UHealth System April 2012 - April 2013
Baptist Health System July 2012 - November 2012
Assurant 2008 - 2010
Merrill Lynch 2006 - 2006
Skills
Market Research, Research, Analysis, Spanish, Strategic Planning, Sales, PowerPoint, Business Strategy, Microsoft Excel, Data Analysis, Team Building, Process Improvement, Customer Service, Fundraising, Microsoft Office, Public Speaking, Management Consulting, Project Management, Business Analysis, Training, Management, Strategy, Team Leadership, Change Management, Entrepreneurship, Risk Management, Negotiation, Marketing Strategy, Six Sigma, Leadership Development, Organizational..., Business Development
Education
University of Miami
Master of Business Administration (MBA), Management Science
Florida International University
Bachelor of Business Administration (BBA), International Business & Finance Major, Economics Minor
Juan Landivar Juan Landivar's Merrill Lynch Experience January 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch November 2013 - January 2014
FirstService Residential Florida December 2012 - January 2014
Xpress Contractors Inc March 2011 - May 2012
Skills
Access, Property Management, Security, Time Management, Customer Service, Business Planning, Financial Analysis, Finance, Corporate Finance, International Business..., Marketing, Accounting, Microsoft Office, Computer Hardware, Computers, Sales, Leadership, Software Documentation, Business Development, Banking
Education
Florida International University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Saint Brendan High School 2006 — 2010
High School Diploma, Bright futures scholarship
Merrill Lynch January 2014 - Present
Merrill Lynch November 2013 - January 2014
FirstService Residential Florida December 2012 - January 2014
Xpress Contractors Inc March 2011 - May 2012
Skills
Access, Property Management, Security, Time Management, Customer Service, Business Planning, Financial Analysis, Finance, Corporate Finance, International Business..., Marketing, Accounting, Microsoft Office, Computer Hardware, Computers, Sales, Leadership, Software Documentation, Business Development, Banking
Education
Florida International University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Saint Brendan High School 2006 — 2010
High School Diploma, Bright futures scholarship
Albert Soulier Albert Soulier's Merrill Lynch Experience July 2012 - August 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Merrill Lynch July 2012 - August 2013
Bank of America Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Alternative Investments, Access, Financial Modeling, Investments, Banking
Education
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan August 2013 - Present
Merrill Lynch July 2012 - August 2013
Bank of America Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Alternative Investments, Access, Financial Modeling, Investments, Banking
Education
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Nathalie Fernandez Nathalie Fernandez's Merrill Lynch Experience April 2014 - Present
Job
Industry Banking
Experience
Merrill Lynch April 2014 - Present
Bulltick Capital Markets November 2013 - April 2014
Sunbelt Business Brokers January 2012 - October 2013
Affinity Realty Group June 2005 - May 2012
BBVA May 2004 - June 2005
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Negotiation, Data Analysis, Financial Analysis, Business Analysis, Banking, Sales, Market Research, Marketing, PowerPoint, Microsoft Excel, Team Building, Business Planning, Finance, Retail, Business Strategy, Marketing Strategy, Customer Satisfaction, Social Networking, Strategy, Contract Negotiation
Education
Florida International University - College of Business 2008 — 2009
Master of Business Administration (MBA), International Business
University of Miami - School of Business 2005 — 2007
Bachelor of Arts (BBA), International Finance and Markeitng
Merrill Lynch April 2014 - Present
Bulltick Capital Markets November 2013 - April 2014
Sunbelt Business Brokers January 2012 - October 2013
Affinity Realty Group June 2005 - May 2012
BBVA May 2004 - June 2005
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Negotiation, Data Analysis, Financial Analysis, Business Analysis, Banking, Sales, Market Research, Marketing, PowerPoint, Microsoft Excel, Team Building, Business Planning, Finance, Retail, Business Strategy, Marketing Strategy, Customer Satisfaction, Social Networking, Strategy, Contract Negotiation
Education
Florida International University - College of Business 2008 — 2009
Master of Business Administration (MBA), International Business
University of Miami - School of Business 2005 — 2007
Bachelor of Arts (BBA), International Finance and Markeitng
Amy Perrine CTL Amy Perrine CTL's Merrill Lynch Experience February 2006 - February 2007
Job Logistics Travel Coordinator
Industry Environmental Services
Experience
MartinEnviro June 2012 - Present
Merrill Lynch February 2006 - February 2007
Merrill Lynch September 2004 - February 2006
Skills
Environmental Awareness, Microsoft Office, Sustainability, Project Management, Research, Microsoft Excel, Customer Service, Strategic Planning, Environmental..., Environmental Impact..., Environmental Compliance, Microsoft Word, Water, PowerPoint, Environmental Science, Access, Data Analysis, Policy, Proposal Writing
Education
University of North Florida - College of Business Administration 2001 — 2003
Bachelor of Business Administration (BBA), Marketing
Florida Community College at Jacksonville 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
MartinEnviro June 2012 - Present
Merrill Lynch February 2006 - February 2007
Merrill Lynch September 2004 - February 2006
Skills
Environmental Awareness, Microsoft Office, Sustainability, Project Management, Research, Microsoft Excel, Customer Service, Strategic Planning, Environmental..., Environmental Impact..., Environmental Compliance, Microsoft Word, Water, PowerPoint, Environmental Science, Access, Data Analysis, Policy, Proposal Writing
Education
University of North Florida - College of Business Administration 2001 — 2003
Bachelor of Business Administration (BBA), Marketing
Florida Community College at Jacksonville 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
Russell Dolly Russell Dolly's Merrill Lynch Experience July 2007 - 2008
Job Assistant Vice President, Merchant Services Sales Rep II at TD
Industry Banking
Experience
TD May 2014 - Present
Bank of America Merchant Services 2013 - 2014
Citi October 2010 - 2012
Bank of America 2009 - October 2010
Merrill Lynch July 2007 - 2008
Wachovia Bank March 2004 - July 2007
Skills
Banking, Commercial Banking, Merchant Services, Small Business, Sales Management, Relationship Management, Business Relationship..., Sales, Salesforce.com, Outside Sales, French, Haitian Creole, Work Ethic, Microsoft Word, Microsoft Excel, PowerPoint, Portfolio Management, Investments, Alternative Investments, Financial Services, Business Coaching, Business Development, Business Planning, Business Strategy, 401k Rollovers, 401k, Section 125 Plans, Qualified Retirement..., Retirement, Retirement Planning, Treasury Services, Insurance, CRM, Leadership, Risk Management, Treasury Management
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance and Business Management
TD May 2014 - Present
Bank of America Merchant Services 2013 - 2014
Citi October 2010 - 2012
Bank of America 2009 - October 2010
Merrill Lynch July 2007 - 2008
Wachovia Bank March 2004 - July 2007
Skills
Banking, Commercial Banking, Merchant Services, Small Business, Sales Management, Relationship Management, Business Relationship..., Sales, Salesforce.com, Outside Sales, French, Haitian Creole, Work Ethic, Microsoft Word, Microsoft Excel, PowerPoint, Portfolio Management, Investments, Alternative Investments, Financial Services, Business Coaching, Business Development, Business Planning, Business Strategy, 401k Rollovers, 401k, Section 125 Plans, Qualified Retirement..., Retirement, Retirement Planning, Treasury Services, Insurance, CRM, Leadership, Risk Management, Treasury Management
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance and Business Management
Ekaterina Selivanova Ekaterina Selivanova's Merrill Lynch Experience 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2013 - Present
Merrill Lynch June 2012 - August 2012
The Water Club Restaurant 2010 - 2010
Fiction Events 2010 - 2010
Tatiana Restaurant January 2008 - March 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Customer Service, Microsoft Office, Financial Analysis, Investments, Valuation, Portfolio Management, Research, HTML/CSS, Social Media Marketing
Education
University of Florida - Warrington College Of Business 2011 — 2012
Bachelor of Science (B.S.), Finance, General
Florida International University - College of Business Administration 2008 — 2010
Merrill Lynch 2013 - Present
Merrill Lynch June 2012 - August 2012
The Water Club Restaurant 2010 - 2010
Fiction Events 2010 - 2010
Tatiana Restaurant January 2008 - March 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Customer Service, Microsoft Office, Financial Analysis, Investments, Valuation, Portfolio Management, Research, HTML/CSS, Social Media Marketing
Education
University of Florida - Warrington College Of Business 2011 — 2012
Bachelor of Science (B.S.), Finance, General
Florida International University - College of Business Administration 2008 — 2010
Susan Nunez's Merrill Lynch Experience
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Series 65, Finance, Financial Markets, Financial Services, Mutual Funds, Securities, Series 63, Fixed Income, Asset Allocation, Asset Management, Customer Service
Education
Florida International University - College of Business Administration
Bachelors, Finance
Merrill Lynch
Skills
Series 7, Series 65, Finance, Financial Markets, Financial Services, Mutual Funds, Securities, Series 63, Fixed Income, Asset Allocation, Asset Management, Customer Service
Education
Florida International University - College of Business Administration
Bachelors, Finance
Alexis (Alex) Lopez, MBA's Merrill Lynch Experience 2006 - 2006
Job Strategic Planning Analyst at Baptist Health South Florida
Industry Hospital & Health Care
Experience
Baptist Health South Florida January 2015 - Present
John S. and James L. Knight Foundation November 2007 - January 2015
John S. and James L. Knight Foundation November 2007 - April 2012
The Miami Herald August 2006 - November 2007
Merrill Lynch 2006 - 2006
Skills
Investments, Portfolio Management, Finance, Financial Analysis, Alternative Investments, Accounting, Equities, Microsoft Excel, Asset Allocation, Hedge Funds, Investment Management, Due Diligence, Investment Strategies, Philanthropy, Budget Process, Private Equity, Equity Research, Investment Properties, Bonds, Real Estate, Microsoft Dynamics, Strategic Planning, Analysis, Strategy, Forecasting, Nonprofits, Budgets, Financial Services, Account Reconciliation, Market Development, Business Strategy, Business Development, Market Analysis, Healthcare
Education
Florida International University - College of Business Administration 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida International University - College of Business Administration 2000 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Baptist Health South Florida January 2015 - Present
John S. and James L. Knight Foundation November 2007 - January 2015
John S. and James L. Knight Foundation November 2007 - April 2012
The Miami Herald August 2006 - November 2007
Merrill Lynch 2006 - 2006
Skills
Investments, Portfolio Management, Finance, Financial Analysis, Alternative Investments, Accounting, Equities, Microsoft Excel, Asset Allocation, Hedge Funds, Investment Management, Due Diligence, Investment Strategies, Philanthropy, Budget Process, Private Equity, Equity Research, Investment Properties, Bonds, Real Estate, Microsoft Dynamics, Strategic Planning, Analysis, Strategy, Forecasting, Nonprofits, Budgets, Financial Services, Account Reconciliation, Market Development, Business Strategy, Business Development, Market Analysis, Healthcare
Education
Florida International University - College of Business Administration 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida International University - College of Business Administration 2000 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Joey Banghart, FSS's Merrill Lynch Experience March 2010 - September 2011
Job
Industry Financial Services
Experience
The Koch Group September 2011 - Present
Merrill Lynch March 2010 - September 2011
Principal Financial Group August 2009 - March 2010
MetLife February 2004 - July 2009
MetLife June 2003 - January 2004
MetLife June 2001 - May 2003
Skills
Portfolio Management, Financial Services, Investments, Insurance, Retirement Planning, Fixed Annuities, Financial Advisory, Securities, Retirement, Employee Benefits, Banking, Series 7, IRAs, Uniform Combined State..., Negotiation, Sales, 401k, Disability Insurance, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Financial Analysis, Investment Strategies, Personal Financial..., Series 9/10, Series 66, Case Managment, Training, Long Term Care Insurance, Life Insurance, Finance
Education
University of North Florida - College of Business Administration 1999 — 2002
Bachelor of Business Administration (B.B.A.), Banking and Finance
Florida Community College at Jacksonville 1997 — 1999
Associate of Arts (A.A.), General Studies
The Koch Group September 2011 - Present
Merrill Lynch March 2010 - September 2011
Principal Financial Group August 2009 - March 2010
MetLife February 2004 - July 2009
MetLife June 2003 - January 2004
MetLife June 2001 - May 2003
Skills
Portfolio Management, Financial Services, Investments, Insurance, Retirement Planning, Fixed Annuities, Financial Advisory, Securities, Retirement, Employee Benefits, Banking, Series 7, IRAs, Uniform Combined State..., Negotiation, Sales, 401k, Disability Insurance, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Financial Analysis, Investment Strategies, Personal Financial..., Series 9/10, Series 66, Case Managment, Training, Long Term Care Insurance, Life Insurance, Finance
Education
University of North Florida - College of Business Administration 1999 — 2002
Bachelor of Business Administration (B.B.A.), Banking and Finance
Florida Community College at Jacksonville 1997 — 1999
Associate of Arts (A.A.), General Studies
Miguel Horvath, CFP®,'s Merrill Lynch Experience August 1999 - November 1999
Job Private Wealth Advisor at Horvath Wealth Management, a private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Horvath Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. February 2005 - Present
Ameriprise Financial Services, Inc. January 2002 - February 2005
Morgan Stanley December 1999 - December 2001
Merrill Lynch August 1999 - November 1999
Ameriprise Financial Services, Inc. January 1998 - April 1999
Education
Florida International University - College of Business
Master of Science in Finance (MSF) (Expected Dec. 2015), Investments Track
Florida International University - College of Business
Bachelor of Business Administration (BBA), Finance
Horvath Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. February 2005 - Present
Ameriprise Financial Services, Inc. January 2002 - February 2005
Morgan Stanley December 1999 - December 2001
Merrill Lynch August 1999 - November 1999
Ameriprise Financial Services, Inc. January 1998 - April 1999
Education
Florida International University - College of Business
Master of Science in Finance (MSF) (Expected Dec. 2015), Investments Track
Florida International University - College of Business
Bachelor of Business Administration (BBA), Finance
Sandra Puranda Sandra Puranda's Merrill Lynch Experience February 2008 - 2012
Job Senior Registered Client Associate, Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
ViSalus 2012 - 2013
Merrill Lynch February 2008 - 2012
PRC February 2005 - February 2007
Charles Schwab August 1993 - June 2004
Skills
Investments, Investment Products, Financial Services, Mutual Funds, Retirement, Options, Retirement Planning, Investment Strategies, Trading, Sales Management, ETFs, Team Leadership, Financial Advisory, Asset Allocation, Training, Bonds, IRAs, Financial Markets, Securities, Alternative Investments, Leadership, Equities, Brokerage, 401k Rollovers, 529 Plans, Roth IRA, Rollovers, Personal Finance, Inbound Marketing, Retirement Plan..., Business Development, IRA's, IRA Rollovers, Investment Planning, Portfolio Planning, Operations Management, Coaching
Education
Florida International University
Wells Fargo Advisors, LLC January 2013 - Present
ViSalus 2012 - 2013
Merrill Lynch February 2008 - 2012
PRC February 2005 - February 2007
Charles Schwab August 1993 - June 2004
Skills
Investments, Investment Products, Financial Services, Mutual Funds, Retirement, Options, Retirement Planning, Investment Strategies, Trading, Sales Management, ETFs, Team Leadership, Financial Advisory, Asset Allocation, Training, Bonds, IRAs, Financial Markets, Securities, Alternative Investments, Leadership, Equities, Brokerage, 401k Rollovers, 529 Plans, Roth IRA, Rollovers, Personal Finance, Inbound Marketing, Retirement Plan..., Business Development, IRA's, IRA Rollovers, Investment Planning, Portfolio Planning, Operations Management, Coaching
Education
Florida International University
Shay Smolevithe Shay Smolevithe's Merrill Lynch Experience June 2010 - September 2010
Job Applications Sales Consultant at AT&T
Industry Telecommunications
Experience
AT&T November 2014 - Present
AT&T March 2014 - October 2014
The Consortium LLC June 2011 - February 2014
Prospect Mortgage, LLC April 2012 - May 2013
Miami Chemical February 2011 - June 2011
Merrill Lynch June 2010 - September 2010
Skills
Telecommunications, Business Development, Sales, MPLS Networking, VoIP, Client Prospecting, Cloud Computing, Big Data, Event Planning, Event Management, Public Speaking, Relationship Management, Customer Retention, Finance, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Residential Mortgages, Credit, Financial Services, Leadership, Network Design
Education
Florida International University 2006 — 2011
Bachelor of Business Administration (B.B.A.), International Business and Political Science, 3.26
AT&T November 2014 - Present
AT&T March 2014 - October 2014
The Consortium LLC June 2011 - February 2014
Prospect Mortgage, LLC April 2012 - May 2013
Miami Chemical February 2011 - June 2011
Merrill Lynch June 2010 - September 2010
Skills
Telecommunications, Business Development, Sales, MPLS Networking, VoIP, Client Prospecting, Cloud Computing, Big Data, Event Planning, Event Management, Public Speaking, Relationship Management, Customer Retention, Finance, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Residential Mortgages, Credit, Financial Services, Leadership, Network Design
Education
Florida International University 2006 — 2011
Bachelor of Business Administration (B.B.A.), International Business and Political Science, 3.26
Anthony DiNuzzo Anthony DiNuzzo's Merrill Lynch Experience April 2014 - Present
Job 401k & Equity Specalist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
AEPG® Wealth Strategies July 2013 - December 2013
Morgan Stanley February 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Corporate Finance, Investments, Investment Banking, Derivatives, Capital Markets, Strategic Financial..., Portfolio Management, Finance, Asset Management, Series 7, Hedge Funds, Financial Reporting, Equity Research, Risk Management, Financial Planning
Education
Florida Southern College 2006 — 2010
Bachelor of Science (BS), Finance, General
Merrill Lynch April 2014 - Present
AEPG® Wealth Strategies July 2013 - December 2013
Morgan Stanley February 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Corporate Finance, Investments, Investment Banking, Derivatives, Capital Markets, Strategic Financial..., Portfolio Management, Finance, Asset Management, Series 7, Hedge Funds, Financial Reporting, Equity Research, Risk Management, Financial Planning
Education
Florida Southern College 2006 — 2010
Bachelor of Science (BS), Finance, General
Victor Cortes Victor Cortes's Merrill Lynch Experience February 2011 - August 2012
Job Helping Professionals with their Insurance and Investment Needs
Industry Financial Services
Experience
Ameritas 2012 - Present
Merrill Lynch February 2011 - August 2012
Scottrade 2010 - 2012
Skills
Series 7, Investments, Portfolio Management, Financial Analysis, Bloomberg, Risk Management, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Licensed Life & Health..., Variable Products
Education
Florida International University
Bachelor's degree, Finance, General
Ameritas 2012 - Present
Merrill Lynch February 2011 - August 2012
Scottrade 2010 - 2012
Skills
Series 7, Investments, Portfolio Management, Financial Analysis, Bloomberg, Risk Management, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Licensed Life & Health..., Variable Products
Education
Florida International University
Bachelor's degree, Finance, General
Richard Pentony, ChFC® Richard Pentony, ChFC®'s Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Northwestern Mutual June 2011 - May 2012
US Navy July 2001 - November 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Customer Service, Leadership, Asset Protection, Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, PowerPoint, Military, Microsoft Office, Security Clearance, Microsoft Word, Retirement, Outlook, Mortgage Lending, Commercial Mortgages, Asset Management, Portfolio Management, Soft Commodities, Finance, Financial Analysis, Wealth Management, Investments, Small Business, Investment Strategies, Financial Risk
Education
Florida International University - College of Business 2015 — 2016
Master of Business Administration (MBA)
The American College 2011 — 2013
ChFC, Advance Financial Planning
Troy University 2006 — 2009
Bachelor's of Science
Merrill Lynch May 2012 - Present
Northwestern Mutual June 2011 - May 2012
US Navy July 2001 - November 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Customer Service, Leadership, Asset Protection, Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, PowerPoint, Military, Microsoft Office, Security Clearance, Microsoft Word, Retirement, Outlook, Mortgage Lending, Commercial Mortgages, Asset Management, Portfolio Management, Soft Commodities, Finance, Financial Analysis, Wealth Management, Investments, Small Business, Investment Strategies, Financial Risk
Education
Florida International University - College of Business 2015 — 2016
Master of Business Administration (MBA)
The American College 2011 — 2013
ChFC, Advance Financial Planning
Troy University 2006 — 2009
Bachelor's of Science
Andrea C. Mayorca, EMBA's Merrill Lynch Experience August 2007 - April 2008
Job Managing Partner at klerigi Group
Industry Management Consulting
Experience
klerigi Group June 2012 - Present
Brightstar April 2011 - June 2012
Yorquez Corporation Global Co. April 2008 - March 2011
Merrill Lynch August 2007 - April 2008
Washington Mutual Bank December 2005 - August 2007
Yorquez Corporation Global Co. October 2001 - November 2005
Skills
RFP, Supply Chain, P&L Management, Problem Solving, Cross-functional Team..., RFI, Organizational Design, RFQ, Multi-Site Operations, Customer Relations, Vendor, Customer Service, International Trade, Customer Satisfaction, Retail, Financial Reporting, Trading, Negotiation, Operations Management, Supply Chain Management, Purchasing, Logistics, Cost Reduction, Forecasting, Contract Negotiation, Procurement, Team Building, Strategic Sourcing, Contract Negotiations, Strategic Planning, Process Improvement, Planning, Inventory Management, Business Strategy, Contract Management, Cost, Product Development, Financial Analysis, Vendor Relations, Six Sigma, Sales Management, Process Engineering, Mentoring, Sourcing, Manufacturing, Analysis, Category Management, Merchandising, Consumer Goods Marketing, Project Management
Education
Rochester Institute of Technology 2012 — 2014
Executive Masters of Business Administration
Florida International University - College of Business Administration 2003 — 2007
BBA
klerigi Group June 2012 - Present
Brightstar April 2011 - June 2012
Yorquez Corporation Global Co. April 2008 - March 2011
Merrill Lynch August 2007 - April 2008
Washington Mutual Bank December 2005 - August 2007
Yorquez Corporation Global Co. October 2001 - November 2005
Skills
RFP, Supply Chain, P&L Management, Problem Solving, Cross-functional Team..., RFI, Organizational Design, RFQ, Multi-Site Operations, Customer Relations, Vendor, Customer Service, International Trade, Customer Satisfaction, Retail, Financial Reporting, Trading, Negotiation, Operations Management, Supply Chain Management, Purchasing, Logistics, Cost Reduction, Forecasting, Contract Negotiation, Procurement, Team Building, Strategic Sourcing, Contract Negotiations, Strategic Planning, Process Improvement, Planning, Inventory Management, Business Strategy, Contract Management, Cost, Product Development, Financial Analysis, Vendor Relations, Six Sigma, Sales Management, Process Engineering, Mentoring, Sourcing, Manufacturing, Analysis, Category Management, Merchandising, Consumer Goods Marketing, Project Management
Education
Rochester Institute of Technology 2012 — 2014
Executive Masters of Business Administration
Florida International University - College of Business Administration 2003 — 2007
BBA
Nicole Bartolomeo's Merrill Lynch Experience June 2015 - Present
Job Branch Services
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Best Buy September 2013 - May 2015
Best Buy August 2012 - September 2013
Best Buy May 2010 - August 2012
Skills
Organization, Research, People Development, Time Management, Close Attention to..., Inventory Management, Inventory Control, Staffing Coordination, Office Administration, Human Resources, Personal Development, Leadership, Recruiting, Retail, Training, Management
Education
Florida Southern College 2004 — 2008
Bachelor of Science (B.S.), Criminology and Sociology
Red Bank Catholic High School 2000 — 2004
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Merrill Lynch June 2015 - Present
Best Buy September 2013 - May 2015
Best Buy August 2012 - September 2013
Best Buy May 2010 - August 2012
Skills
Organization, Research, People Development, Time Management, Close Attention to..., Inventory Management, Inventory Control, Staffing Coordination, Office Administration, Human Resources, Personal Development, Leadership, Recruiting, Retail, Training, Management
Education
Florida Southern College 2004 — 2008
Bachelor of Science (B.S.), Criminology and Sociology
Red Bank Catholic High School 2000 — 2004
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Maher S. Saieh Maher S. Saieh's Merrill Lynch Experience March 2015 - Present
Job Investment Analyst at Merrill Lynch, 2015 CFA Level III Candidate
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
BaseFirma March 2014 - February 2015
State Farm Insurance August 2012 - March 2014
U.S. Department of Commerce January 2013 - June 2013
Charles Schwab October 2011 - August 2012
Skills
Finance, Sales, Financial Analysis, Insurance, Financial Services, Bloomberg Terminal, Banking, Microsoft Excel, Customer Service, Trend Analysis, PowerPoint, Leadership, Underwriting, Microsoft Office, Microsoft Word, Corporate Finance, Outlook, Teamwork, Series 7, Analysis, Retail, Depositions, Insurance Law, Bloomberg Software, LexisNexis, ISO, ADD123, ThomsonOne, Legal, Court Appearances, Court Proceedings, Legal Procedures, Medical Coding, Financial Modeling, Market Research, Financial Reporting, Portfolio Management
Education
Florida International University 2012 — 2013
Master's of Science in Finance, Finance
Florida State University 2007 — 2011
Bachelor, Economics, Finance
Merrill Lynch March 2015 - Present
BaseFirma March 2014 - February 2015
State Farm Insurance August 2012 - March 2014
U.S. Department of Commerce January 2013 - June 2013
Charles Schwab October 2011 - August 2012
Skills
Finance, Sales, Financial Analysis, Insurance, Financial Services, Bloomberg Terminal, Banking, Microsoft Excel, Customer Service, Trend Analysis, PowerPoint, Leadership, Underwriting, Microsoft Office, Microsoft Word, Corporate Finance, Outlook, Teamwork, Series 7, Analysis, Retail, Depositions, Insurance Law, Bloomberg Software, LexisNexis, ISO, ADD123, ThomsonOne, Legal, Court Appearances, Court Proceedings, Legal Procedures, Medical Coding, Financial Modeling, Market Research, Financial Reporting, Portfolio Management
Education
Florida International University 2012 — 2013
Master's of Science in Finance, Finance
Florida State University 2007 — 2011
Bachelor, Economics, Finance
FRIDA LAPIDOT FRIDA LAPIDOT's Merrill Lynch Experience 2004 - 2005
Job Seeking a FT/PT employment opportunity
Industry Investment Management
Experience
Aventura City of Excellence School 2014 - Present
Merrill Lynch 2004 - 2005
Bank of America 1999 - 2001
NationsBank Corporation 1997 - 1999
Century 21 Allstate Realty & Investment, Inc. 1994 - 1996
Skills
Strategic Planning, Marketing, Real Estate, Event Management, Fundraising, Residential Homes, Marketing Strategy, New Business Development, Business Development, Budgets, Business Planning, Sales Management, Condos, Community Outreach, Property Management, Direct Marketing, Customer Service, Contract Negotiation, Online Marketing, Negotiation, Selling, Leadership, Team Building, Social Media Marketing, Sales, Social Networking, Event Planning, Entrepreneurship
Education
Florida International University - College of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Florida International University - College of Business 1990 — 1994
Bachelor of Business Administration (B.B.A.), International Business
Aventura City of Excellence School 2014 - Present
Merrill Lynch 2004 - 2005
Bank of America 1999 - 2001
NationsBank Corporation 1997 - 1999
Century 21 Allstate Realty & Investment, Inc. 1994 - 1996
Skills
Strategic Planning, Marketing, Real Estate, Event Management, Fundraising, Residential Homes, Marketing Strategy, New Business Development, Business Development, Budgets, Business Planning, Sales Management, Condos, Community Outreach, Property Management, Direct Marketing, Customer Service, Contract Negotiation, Online Marketing, Negotiation, Selling, Leadership, Team Building, Social Media Marketing, Sales, Social Networking, Event Planning, Entrepreneurship
Education
Florida International University - College of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Florida International University - College of Business 1990 — 1994
Bachelor of Business Administration (B.B.A.), International Business
Sim Lenz's Merrill Lynch Experience July 1996 - January 1997
Job International Flight Concierge and Catering Manager
Industry Aviation & Aerospace
Experience
YMCA June 2012 - December 2013
LLT Management, LLC 2011 - 2012
Golden Palm Realty, LLC September 2005 - September 2010
Stirling Sotheby's International Realty October 2001 - September 2005
First Union National Bank January 1998 - January 2000
Merrill Lynch July 1996 - January 1997
First National Bank of Central Florida August 1994 - August 1996
Skills
Organizational..., Account Management, Business Management, Real Estate, Financial Analysis, Sellers, Management, Time Management, Training, Marketing, Marketing Strategy, Entrepreneurship, Banking, Commercial Real Estate, Retail, Leadership Development, Social Media, Negotiation, Finance, Team Building, Advertising, Social Networking, Market Research, Online Marketing, Microsoft Word, Business Planning
Education
University of Central Florida 1994 — 1996
Master, Business Administration
Florida International University 1990 — 1992
Bachelor of Science, Hospitality Management
University of Florida 1987 — 1990
AA, Business Administration
YMCA June 2012 - December 2013
LLT Management, LLC 2011 - 2012
Golden Palm Realty, LLC September 2005 - September 2010
Stirling Sotheby's International Realty October 2001 - September 2005
First Union National Bank January 1998 - January 2000
Merrill Lynch July 1996 - January 1997
First National Bank of Central Florida August 1994 - August 1996
Skills
Organizational..., Account Management, Business Management, Real Estate, Financial Analysis, Sellers, Management, Time Management, Training, Marketing, Marketing Strategy, Entrepreneurship, Banking, Commercial Real Estate, Retail, Leadership Development, Social Media, Negotiation, Finance, Team Building, Advertising, Social Networking, Market Research, Online Marketing, Microsoft Word, Business Planning
Education
University of Central Florida 1994 — 1996
Master, Business Administration
Florida International University 1990 — 1992
Bachelor of Science, Hospitality Management
University of Florida 1987 — 1990
AA, Business Administration
Jonatan Valle Jonatan Valle's Merrill Lynch Experience June 2011 - August 2011
Job Relationship Associate
Industry Financial Services
Experience
Dealogic May 2015 - Present
PNC February 2013 - November 2014
PNC February 2012 - February 2013
Merrill Lynch June 2011 - August 2011
Skills
Small Business Lending, Banking, Retail Banking, Lines Of Credit, Financial Services, Credit Risk, Economics, Treasury Services, Cash Flow, Cash Flow Lending, Financial Institutions, Banking Relationships, Refinance, KYC, Securities, Small Business, SBA
Education
Florida International University 2009 — 2011
Bachelor, Business Administration; Finance
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Dealogic May 2015 - Present
PNC February 2013 - November 2014
PNC February 2012 - February 2013
Merrill Lynch June 2011 - August 2011
Skills
Small Business Lending, Banking, Retail Banking, Lines Of Credit, Financial Services, Credit Risk, Economics, Treasury Services, Cash Flow, Cash Flow Lending, Financial Institutions, Banking Relationships, Refinance, KYC, Securities, Small Business, SBA
Education
Florida International University 2009 — 2011
Bachelor, Business Administration; Finance
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Susan Perpall, CFP®* Susan Perpall, CFP®*'s Merrill Lynch Experience July 2013 - Present
Job First Vice President, Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Morgan Stanley July 1997 - July 2013
Alex Brown & Sons October 1992 - June 1997
Skills
Series 65, Uniform Combined State..., Municipal Bonds, Series 63, Separately Managed..., Wealth Management, 401(k) Rollovers, Retirement Planning, 529 Plans, Series 7, Series 9, Series 10, Series 31, Taxable Fixed Income, CERTIFIED FINANCIAL..., Wealth Management..., Financial Advisory, Financial Services, Asset Allocation, Investment Advisory, Alternative Investments, Series 24, FINRA, Mutual Funds
Education
Florida Southern College 1977 — 1980
Bachelor's degree, Economics and Political Science
Florida Southern College 1978 — 1980
B.S., Political Science & Economics
The George Washington University 1981 — 1983
Graduate studies in Economics, Monetary Economics
New York University 1984 — 1985
Certificate in Real Estate Finance
Merrill Lynch July 2013 - Present
Morgan Stanley July 1997 - July 2013
Alex Brown & Sons October 1992 - June 1997
Skills
Series 65, Uniform Combined State..., Municipal Bonds, Series 63, Separately Managed..., Wealth Management, 401(k) Rollovers, Retirement Planning, 529 Plans, Series 7, Series 9, Series 10, Series 31, Taxable Fixed Income, CERTIFIED FINANCIAL..., Wealth Management..., Financial Advisory, Financial Services, Asset Allocation, Investment Advisory, Alternative Investments, Series 24, FINRA, Mutual Funds
Education
Florida Southern College 1977 — 1980
Bachelor's degree, Economics and Political Science
Florida Southern College 1978 — 1980
B.S., Political Science & Economics
The George Washington University 1981 — 1983
Graduate studies in Economics, Monetary Economics
New York University 1984 — 1985
Certificate in Real Estate Finance
Jean-Louis Balaguer Jean-Louis Balaguer's Merrill Lynch Experience July 2012 - August 2012
Job Senior Financial Analyst at Carnival Cruise Line
Industry Investment Banking
Experience
Carnival Cruise Line February 2015 - Present
INTL FCStone Inc. February 2013 - February 2015
Florida International University August 2012 - December 2012
Merrill Lynch July 2012 - August 2012
Skills
Financial Modeling, Valuation, Spanish, Bloomberg Terminal, Finance, Financial Analysis, PowerPoint, Equities, Due Diligence, Leadership, Business Valuation, Equity Research, Investment Banking, Securities, Analysis, International Business, Corporate Finance, Accounting, Financial Statement..., DCF, Project Finance, Capital Markets, SharePoint
Education
Florida International University 2011 — 2012
Master of Science in Finance, 3.82
Florida International University 2011 — 2012
MBA, International Business, 3.82
Florida State University 2007 — 2011
BA, International Affairs, Economics
Carnival Cruise Line February 2015 - Present
INTL FCStone Inc. February 2013 - February 2015
Florida International University August 2012 - December 2012
Merrill Lynch July 2012 - August 2012
Skills
Financial Modeling, Valuation, Spanish, Bloomberg Terminal, Finance, Financial Analysis, PowerPoint, Equities, Due Diligence, Leadership, Business Valuation, Equity Research, Investment Banking, Securities, Analysis, International Business, Corporate Finance, Accounting, Financial Statement..., DCF, Project Finance, Capital Markets, SharePoint
Education
Florida International University 2011 — 2012
Master of Science in Finance, 3.82
Florida International University 2011 — 2012
MBA, International Business, 3.82
Florida State University 2007 — 2011
BA, International Affairs, Economics
Jessica Campagna's Merrill Lynch Experience February 2007 - March 2008
Job The Judge Group
Industry Accounting
Experience
Citi December 2014 - Present
MetLife September 2009 - Present
MetLife May 2008 - September 2009
Merrill Lynch February 2007 - March 2008
MetLife August 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, Management, Sales, Leadership, Photoshop, English, Analytics, Financial Statements, Insurance, Sarbanes-Oxley Act
Education
University of Phoenix 2002 — 2005
Master of Business Administration (M.B.A.), Accounting
Florida Southern College 1996 — 2000
Bachelor of Arts (B.A.), Music Teacher Education
Citi December 2014 - Present
MetLife September 2009 - Present
MetLife May 2008 - September 2009
Merrill Lynch February 2007 - March 2008
MetLife August 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, Management, Sales, Leadership, Photoshop, English, Analytics, Financial Statements, Insurance, Sarbanes-Oxley Act
Education
University of Phoenix 2002 — 2005
Master of Business Administration (M.B.A.), Accounting
Florida Southern College 1996 — 2000
Bachelor of Arts (B.A.), Music Teacher Education
Rodrigo E. Gonzalez's Merrill Lynch Experience August 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Morgan Stanley October 2012 - February 2014
ING Financial Partners March 2012 - September 2012
CBG Financial Group September 2011 - February 2012
Skills
Financial Services, Asset Management, Equity Trading, FX trading, Futures Trading, Series 7, Series 66, Stock Market, Emerging Markets, Financial Analysis, Portfolio Management, Bloomberg, Options, Corporate Finance
Education
Florida International University - College of Business 2014 — 2015
Master of Finance, Banking, Corporate, Finance, and Securities Law
Suffolk University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Entrepreneurship
U.E. Colegio Los Arcos 1998 — 2008
High School, Junior High/Intermediate/Middle School & High School
Merrill Lynch August 2014 - Present
Morgan Stanley October 2012 - February 2014
ING Financial Partners March 2012 - September 2012
CBG Financial Group September 2011 - February 2012
Skills
Financial Services, Asset Management, Equity Trading, FX trading, Futures Trading, Series 7, Series 66, Stock Market, Emerging Markets, Financial Analysis, Portfolio Management, Bloomberg, Options, Corporate Finance
Education
Florida International University - College of Business 2014 — 2015
Master of Finance, Banking, Corporate, Finance, and Securities Law
Suffolk University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Entrepreneurship
U.E. Colegio Los Arcos 1998 — 2008
High School, Junior High/Intermediate/Middle School & High School
Olivia Lozano, MBA's Merrill Lynch Experience April 2003 - August 2004
Job Field Finance Manager at MasTec, Inc.
Industry Leisure, Travel & Tourism
Experience
MasTec, Inc. October 2013 - Present
Royal Caribbean International August 2010 - October 2013
Royal Caribbean International December 2005 - August 2010
Citigroup August 2004 - November 2005
Merrill Lynch April 2003 - August 2004
Skills
Variance Analysis, Internal Controls, General Ledger, Auditing, Internal Audit, Essbase, Financial Analysis, Sarbanes-Oxley Act, JD Edwards, Financial Reporting, Forecasting, Finance, Analytics, Management, Account Reconciliation, Budgets, Process Improvement, Access, Payroll, Analysis, Cross-functional Team..., Data Analysis, Financial Forecasting, Financial Statements, Business Process, Training, P&L
Education
Nova Southeastern University 2010 — 2012
MBA, Management
Florida International University 1999 — 2003
BA, Finance and Marketing
Southwest Miami Senior
MasTec, Inc. October 2013 - Present
Royal Caribbean International August 2010 - October 2013
Royal Caribbean International December 2005 - August 2010
Citigroup August 2004 - November 2005
Merrill Lynch April 2003 - August 2004
Skills
Variance Analysis, Internal Controls, General Ledger, Auditing, Internal Audit, Essbase, Financial Analysis, Sarbanes-Oxley Act, JD Edwards, Financial Reporting, Forecasting, Finance, Analytics, Management, Account Reconciliation, Budgets, Process Improvement, Access, Payroll, Analysis, Cross-functional Team..., Data Analysis, Financial Forecasting, Financial Statements, Business Process, Training, P&L
Education
Nova Southeastern University 2010 — 2012
MBA, Management
Florida International University 1999 — 2003
BA, Finance and Marketing
Southwest Miami Senior
Matthew Sennet, APMA, CRPC Matthew Sennet, APMA, CRPC's Merrill Lynch Experience 2000 - 2004
Job Director, Advisor Solutions Group at Janus Capital
Industry Financial Services
Experience
Janus Capital Group 2011 - Present
Symetra Financial February 2011 - July 2011
ING March 2010 - May 2011
Lincoln Financial Distributors November 2004 - January 2010
Merrill Lynch 2000 - 2004
Paychex 1997 - 2000
Skills
Series 65, Separately Managed..., Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Alternative Investments, Asset Allocation, ETFs, FINRA, Financial Advisory, Financial Services, Investments, Series 24, Wealth Management, Variable Annuities
Education
Florida Southern College 1990 — 1994
B.S., Businss Administration- Marketing
Janus Capital Group 2011 - Present
Symetra Financial February 2011 - July 2011
ING March 2010 - May 2011
Lincoln Financial Distributors November 2004 - January 2010
Merrill Lynch 2000 - 2004
Paychex 1997 - 2000
Skills
Series 65, Separately Managed..., Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Alternative Investments, Asset Allocation, ETFs, FINRA, Financial Advisory, Financial Services, Investments, Series 24, Wealth Management, Variable Annuities
Education
Florida Southern College 1990 — 1994
B.S., Businss Administration- Marketing
Marcelo Luporini Rodrigues Marcelo Luporini Rodrigues's Merrill Lynch Experience March 2000 - June 2000
Job Sr. Treasury Analyst Capital Planning at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. September 2014 - Present
Ally Financial Inc. September 2012 - September 2014
Ally Financial Inc. February 2003 - August 2012
Washington Mutual October 2002 - January 2003
Northwestern Mutual June 2002 - September 2002
Merrill Lynch March 2000 - June 2000
Skills
Basel III, CCAR, DFAST, Regulatory Capital, Treasury, Risk Management, Corporate Finance, Portfolio Management, Financial Modeling, Credit Analysis, Credit, Financial Analysis, Valuation, Commercial Lending, Financial Risk, Financial Services, Loans, Investment Banking, Negotiation, Business Development, Commercial Banking, New Business Development, Mergers & Acquisitions, Capital Markets, Asset Management, Retail Banking, Accounting, Investor Relations, Securitization, Bloomberg, Fixed Income, Hedge Funds, Due Diligence, Financial Transactions, M&A experience, Risk Analysis, Banking, Credit Risk, Underwriting, Bonds, Asset Based Lending, Relationship Management, Equities, Strategic Financial..., Financial Structuring, Supervising, Investments, Derivatives, Private Banking
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Executive MBA
Florida International University - College of Business Administration 1998 — 2002
Bachelor, Finance, Marketing & International Business
UNIP - Universidade Paulista 1997 — 1998
International Business
Ally Financial Inc. September 2014 - Present
Ally Financial Inc. September 2012 - September 2014
Ally Financial Inc. February 2003 - August 2012
Washington Mutual October 2002 - January 2003
Northwestern Mutual June 2002 - September 2002
Merrill Lynch March 2000 - June 2000
Skills
Basel III, CCAR, DFAST, Regulatory Capital, Treasury, Risk Management, Corporate Finance, Portfolio Management, Financial Modeling, Credit Analysis, Credit, Financial Analysis, Valuation, Commercial Lending, Financial Risk, Financial Services, Loans, Investment Banking, Negotiation, Business Development, Commercial Banking, New Business Development, Mergers & Acquisitions, Capital Markets, Asset Management, Retail Banking, Accounting, Investor Relations, Securitization, Bloomberg, Fixed Income, Hedge Funds, Due Diligence, Financial Transactions, M&A experience, Risk Analysis, Banking, Credit Risk, Underwriting, Bonds, Asset Based Lending, Relationship Management, Equities, Strategic Financial..., Financial Structuring, Supervising, Investments, Derivatives, Private Banking
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Executive MBA
Florida International University - College of Business Administration 1998 — 2002
Bachelor, Finance, Marketing & International Business
UNIP - Universidade Paulista 1997 — 1998
International Business
Nader Andrews, MBA, ATP Nader Andrews, MBA, ATP's Merrill Lynch Experience April 2011 - June 2011
Job Accountant
Industry Accounting
Experience
N Andrews Accounting Services June 2009 - Present
Tutoring Services March 2008 - Present
Merrill Lynch April 2011 - June 2011
JP Morgan Chase January 2011 - March 2011
Allstate Insurance January 2009 - June 2009
Gustafson's LLC November 2002 - November 2008
Skills
Inventory Management, Inventory Control, Cost Accounting, Pricing, General Ledger, Journal Entries, Writing, QuickBooks, Sales Tax, Income Tax, Communication, Inventory, Financial Analysis, Financial Accounting, Financial Statements, Tutoring, Teaching, Product Cost Analysis, Account Reconciliation, Accounts Payable, Financial Statement..., Financial Transactions, Financial Audits, Bookkeeping, Time Management, Small Business, Spreadsheets, Microsoft Excel, Tax, Access, Auditing, Budgets, Management, Payroll, Accounting, GAAP, Tax Preparation, Accounts Receivable, Balance, Financial Reporting, Finance
Education
Columbia College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Columbia College 2010 — 2011
Bachelor, Management Information System
Florida Metropolitan University 2002 — 2004
MBA, Accounting
Florida Metropolitan University 2002 — 2004
Bachelor, Accounting
Florida State College at Jacksonville 2000 — 2002
Associate of Science, Accounting
N Andrews Accounting Services June 2009 - Present
Tutoring Services March 2008 - Present
Merrill Lynch April 2011 - June 2011
JP Morgan Chase January 2011 - March 2011
Allstate Insurance January 2009 - June 2009
Gustafson's LLC November 2002 - November 2008
Skills
Inventory Management, Inventory Control, Cost Accounting, Pricing, General Ledger, Journal Entries, Writing, QuickBooks, Sales Tax, Income Tax, Communication, Inventory, Financial Analysis, Financial Accounting, Financial Statements, Tutoring, Teaching, Product Cost Analysis, Account Reconciliation, Accounts Payable, Financial Statement..., Financial Transactions, Financial Audits, Bookkeeping, Time Management, Small Business, Spreadsheets, Microsoft Excel, Tax, Access, Auditing, Budgets, Management, Payroll, Accounting, GAAP, Tax Preparation, Accounts Receivable, Balance, Financial Reporting, Finance
Education
Columbia College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Columbia College 2010 — 2011
Bachelor, Management Information System
Florida Metropolitan University 2002 — 2004
MBA, Accounting
Florida Metropolitan University 2002 — 2004
Bachelor, Accounting
Florida State College at Jacksonville 2000 — 2002
Associate of Science, Accounting
María Susana Fynn's Merrill Lynch Experience January 2002 - February 2002
Job Economist
Industry Investment Banking
Experience
Monex Empresa de Servicios Financieros August 2013 - Present
Wells Fargo Advisors November 2009 - December 2010
BBVA Uruguay Montevideo, Uruguay December 2008 - November 2009
BBVA SUIZA Montevideo, Uruguay May 2006 - December 2008
RBC January 2003 - February 2003
Merrill Lynch January 2002 - February 2002
Skills
Investments, Portfolio Management, Market Analysis, Outstanding..., Three fluent languages:..., Microsoft Excel, MS Excel Pivot Tables, Graphs, Analysis Reports, Self motivated, Proactive, Financial Markets, Economics, Bloomberg, Business Analysis, Trading, Series 7, Finance, Valuation, Emerging Markets, CRM, Spanish, Corporate Finance
Education
Florida International University 2011 — 2012
Masters of Science in Finance
Universidad de Montevideo August 2005 2001 — 2005
BA, Economics
Monex Empresa de Servicios Financieros August 2013 - Present
Wells Fargo Advisors November 2009 - December 2010
BBVA Uruguay Montevideo, Uruguay December 2008 - November 2009
BBVA SUIZA Montevideo, Uruguay May 2006 - December 2008
RBC January 2003 - February 2003
Merrill Lynch January 2002 - February 2002
Skills
Investments, Portfolio Management, Market Analysis, Outstanding..., Three fluent languages:..., Microsoft Excel, MS Excel Pivot Tables, Graphs, Analysis Reports, Self motivated, Proactive, Financial Markets, Economics, Bloomberg, Business Analysis, Trading, Series 7, Finance, Valuation, Emerging Markets, CRM, Spanish, Corporate Finance
Education
Florida International University 2011 — 2012
Masters of Science in Finance
Universidad de Montevideo August 2005 2001 — 2005
BA, Economics
Elizabeth Brown, CFP®'s Merrill Lynch Experience July 2010 - January 2013
Job Securities Based Lending Banker at Raymond James Bank
Industry Investment Management
Experience
Raymond James Bank April 2015 - Present
Transamerica Retirement Solutions April 2012 - April 2015
Merrill Lynch July 2010 - January 2013
Lighthouse of Pinellas October 2012 - October 2012
UPARC Foundation October 2007 - October 2012
BB&T Wealth Management October 2007 - July 2010
BOD of The Arts Center 2007 - 2009
Wachovia Wealth Management November 2006 - October 2007
Bank of America August 1981 - October 2006
Barnett bank of PINELLAS 1978 - 1981
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement
Education
Florida Southern College 1979 — 1981
BS, Finance / Psychology
Raymond James Bank April 2015 - Present
Transamerica Retirement Solutions April 2012 - April 2015
Merrill Lynch July 2010 - January 2013
Lighthouse of Pinellas October 2012 - October 2012
UPARC Foundation October 2007 - October 2012
BB&T Wealth Management October 2007 - July 2010
BOD of The Arts Center 2007 - 2009
Wachovia Wealth Management November 2006 - October 2007
Bank of America August 1981 - October 2006
Barnett bank of PINELLAS 1978 - 1981
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement
Education
Florida Southern College 1979 — 1981
BS, Finance / Psychology
Michael H Lopian CRPC CRPS's Merrill Lynch Experience May 1995 - Present
Job Assistant Vice President Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1995 - Present
Metromedia Restaurant Group May 1978 - February 1995
Skills
Series 7, Wealth Management, Retirement Planning, Investment Advisory, 401k Rollovers, Series 65, 401k, Retirement, Wealth Management..., Series 63, Asset Allocation, Mutual Funds, IRAs, Financial Advisory, Investment Strategies, Alternative Investments, Wealth, High Net Worth..., Long-term Care, Personal Financial..., ETFs, FINRA
Education
St. Bonaventure University 1993 — 1995
Master of Business Administration (MBA), Marketing, 3.65 GPA
Florida International University 1973 — 1975
Bachelor of Arts (B.A.), Hospitality Administration/Management
Merrill Lynch May 1995 - Present
Metromedia Restaurant Group May 1978 - February 1995
Skills
Series 7, Wealth Management, Retirement Planning, Investment Advisory, 401k Rollovers, Series 65, 401k, Retirement, Wealth Management..., Series 63, Asset Allocation, Mutual Funds, IRAs, Financial Advisory, Investment Strategies, Alternative Investments, Wealth, High Net Worth..., Long-term Care, Personal Financial..., ETFs, FINRA
Education
St. Bonaventure University 1993 — 1995
Master of Business Administration (MBA), Marketing, 3.65 GPA
Florida International University 1973 — 1975
Bachelor of Arts (B.A.), Hospitality Administration/Management
Steven Cogollo's Merrill Lynch Experience January 1991 - March 1999
Job Real Estate Sales Associate
Industry Real Estate
Experience
Doubloon Realty October 2013 - Present
Morgan Stanley March 1999 - April 2001
Merrill Lynch January 1991 - March 1999
Skills
Bilingual, Bloomberg, Customer Service, Consulting, Economics, Managerial Finance, Financial Risk, Strategic Planning, Social Media, Investments, Sales, Asset Management, Finance, Mutual Funds
Education
Florida International University 1994 — 1997
Bachelor of Arts (BA), Banking, Corporate, Finance, and Securities Law
Doubloon Realty October 2013 - Present
Morgan Stanley March 1999 - April 2001
Merrill Lynch January 1991 - March 1999
Skills
Bilingual, Bloomberg, Customer Service, Consulting, Economics, Managerial Finance, Financial Risk, Strategic Planning, Social Media, Investments, Sales, Asset Management, Finance, Mutual Funds
Education
Florida International University 1994 — 1997
Bachelor of Arts (BA), Banking, Corporate, Finance, and Securities Law
Marcos Brito Marcos Brito's Merrill Lynch Experience 1997 - 2003
Job Senior Vice President Corporate Banking at BBVA Compass
Industry Banking
Experience
BBVA Compass May 2014 - Present
JPMorgan Chase February 2013 - May 2014
FCB (Florida Community Bank) July 2011 - March 2013
Wells Fargo 2009 - 2011
Mercantil Commercebank, N. A. 2004 - 2009
Merrill Lynch 1997 - 2003
SunTrust Bank 1995 - 1997
SunTrust Bank 1994 - 1995
Skills
Portfolio Management, Credit, Banking, Commercial Lending, Commercial Banking, Credit Risk, Credit Analysis, Loans, Underwriting, Small Business Lending, Mergers & Acquisitions, Asset Based Lending, Finance
Education
Florida International University
Bachelor's Degree, Finance
BBVA Compass May 2014 - Present
JPMorgan Chase February 2013 - May 2014
FCB (Florida Community Bank) July 2011 - March 2013
Wells Fargo 2009 - 2011
Mercantil Commercebank, N. A. 2004 - 2009
Merrill Lynch 1997 - 2003
SunTrust Bank 1995 - 1997
SunTrust Bank 1994 - 1995
Skills
Portfolio Management, Credit, Banking, Commercial Lending, Commercial Banking, Credit Risk, Credit Analysis, Loans, Underwriting, Small Business Lending, Mergers & Acquisitions, Asset Based Lending, Finance
Education
Florida International University
Bachelor's Degree, Finance
Cris Allen Cris Allen's Merrill Lynch Experience October 2011 - August 2014
Job Regions Private Wealth | Retirement/Income | Pro Athlete | Aircraft Lending | Medical and Professional Services Advisor
Industry Financial Services
Experience
Regions Financial Corporation August 2014 - Present
Merrill Lynch October 2011 - August 2014
Fifth Third Bank April 2009 - September 2011
HSBC October 1995 - April 2009
Continental Marketing December 1992 - September 1995
Polk County Sheriff's Office January 1991 - November 1992
Skills
21 Years of Sales and..., Mortgage Lending, Loans, Banking, Consumer Lending, Commercial Lending, Retirement Planning, Credit Analysis, Underwriting, Wealth Management, Investments, Small Business Lending, Retail Banking, Financial Services, Insurance, Commercial Banking, Strategic Financial..., Sales Management, Cross Selling, Portfolio Management, Management, Sales, Refinance
Education
Florida Southern College 1986 — 1989
Bachelor of Science (B.S.), Criminology
Southington High School 1983 — 1985
High School Diploma, General Studies
Regions Financial Corporation August 2014 - Present
Merrill Lynch October 2011 - August 2014
Fifth Third Bank April 2009 - September 2011
HSBC October 1995 - April 2009
Continental Marketing December 1992 - September 1995
Polk County Sheriff's Office January 1991 - November 1992
Skills
21 Years of Sales and..., Mortgage Lending, Loans, Banking, Consumer Lending, Commercial Lending, Retirement Planning, Credit Analysis, Underwriting, Wealth Management, Investments, Small Business Lending, Retail Banking, Financial Services, Insurance, Commercial Banking, Strategic Financial..., Sales Management, Cross Selling, Portfolio Management, Management, Sales, Refinance
Education
Florida Southern College 1986 — 1989
Bachelor of Science (B.S.), Criminology
Southington High School 1983 — 1985
High School Diploma, General Studies
Lena Calatrava's Merrill Lynch Experience October 2003 - October 2005
Job Vice President, Process Improvement Manager at EverBank
Industry Financial Services
Experience
EverBank December 2011 - Present
JP Morgan Chase (formerly WaMu) May 2005 - December 2011
Merrill Lynch October 2003 - October 2005
Merrill Lynch October 2001 - October 2003
Merrill Lynch October 1998 - October 2001
Skills
Six Sigma, Business Process..., Consulting, Process Improvement, Operational Excellence, Vendor Management, Process Engineering, Business Analysis, Risk Management, Financial Services, Change Management, Program Management, Banking, PMP, Cross-functional Team..., Call Centers, Process Management, Visio, Due Diligence, MS Project, Management, Business Process, Analysis, Leadership, Strategic Planning, Black Belt, Project Portfolio..., PMO, Financial Risk, Business Requirements, Project Management, Credit, Loans
Education
Florida State College at Jacksonville
EverBank December 2011 - Present
JP Morgan Chase (formerly WaMu) May 2005 - December 2011
Merrill Lynch October 2003 - October 2005
Merrill Lynch October 2001 - October 2003
Merrill Lynch October 1998 - October 2001
Skills
Six Sigma, Business Process..., Consulting, Process Improvement, Operational Excellence, Vendor Management, Process Engineering, Business Analysis, Risk Management, Financial Services, Change Management, Program Management, Banking, PMP, Cross-functional Team..., Call Centers, Process Management, Visio, Due Diligence, MS Project, Management, Business Process, Analysis, Leadership, Strategic Planning, Black Belt, Project Portfolio..., PMO, Financial Risk, Business Requirements, Project Management, Credit, Loans
Education
Florida State College at Jacksonville
Sherin Jacob Chacko Sherin Jacob Chacko's Merrill Lynch Experience 2003 - May 2006
Job Director of Information Technology at Asociación Puertorriqueños en Marcha, Inc
Industry Information Technology and Services
Experience
Asociación Puertorriqueños en Marcha, Inc August 2010 - Present
JOEM Solutions, Inc January 2008 - Present
Visiting Nurse Group Inc March 2008 - August 2010
Citibank June 2006 - November 2007
Merrill Lynch, Fund Administration April 2004 - May 2006
Merrill Lynch 2003 - May 2006
CompUSA June 2001 - February 2004
Skills
Networking, Project Management, Cloud Computing, Information Technology, Databases, Management, Business Analysis, Disaster Recovery, Vendor Management, Data Center, Network Administration, Servers, IT Strategy, Finance, Windows Server, Microsoft SQL Server, Access, Quality Assurance, Help Desk Support, Visio, Non-profit Director, IT Management, Web Development, Virtualization, Help Desk Management, Remote Services, Cisco VoIP, Safety Management..., IT Security Operations, System Administration, Active Directory, SharePoint, Team Management, Web Design, Branding & Identity, E-commerce SEO, Social Media Marketing
Education
Florida State College at Jacksonville
Sandalwood High School
University of Phoenix
Asociación Puertorriqueños en Marcha, Inc August 2010 - Present
JOEM Solutions, Inc January 2008 - Present
Visiting Nurse Group Inc March 2008 - August 2010
Citibank June 2006 - November 2007
Merrill Lynch, Fund Administration April 2004 - May 2006
Merrill Lynch 2003 - May 2006
CompUSA June 2001 - February 2004
Skills
Networking, Project Management, Cloud Computing, Information Technology, Databases, Management, Business Analysis, Disaster Recovery, Vendor Management, Data Center, Network Administration, Servers, IT Strategy, Finance, Windows Server, Microsoft SQL Server, Access, Quality Assurance, Help Desk Support, Visio, Non-profit Director, IT Management, Web Development, Virtualization, Help Desk Management, Remote Services, Cisco VoIP, Safety Management..., IT Security Operations, System Administration, Active Directory, SharePoint, Team Management, Web Design, Branding & Identity, E-commerce SEO, Social Media Marketing
Education
Florida State College at Jacksonville
Sandalwood High School
University of Phoenix
Joe L. Fernandez Joe L. Fernandez's Merrill Lynch Experience June 1997 - January 1998
Job Wealth Management Specialist
Industry Financial Services
Experience
Fendz Asset Management, Inc. June 2006 - Present
Morgan Keegan, Inc. November 2004 - June 2006
WM Financial Services March 2003 - November 2004
A.G. EDWARDS & SONS March 1998 - March 2003
Merrill Lynch June 1997 - January 1998
Skills
Asset Management, Financial Advisory, Investment Strategies, Equity Indexed Annuities, Variable Annuities, Life Insurance, Health Insurance, 401k Rollovers, 401k, Retirement Planning, Strategic Financial..., Asset Managment, Portfolio Management, Retirement, Estate Planning, Financial Services, Fixed Annuities, Series 7, Securities, Wealth Management, Wealth Accumulation, Private Banking, Finance, High Net Worth..., Wealth Management..., Alternative Investments, Insurance, Risk Management, Investment Management, Disability Insurance, Investments, Series 63, Separately Managed..., Personal Finance, ETFs, Management, Fixed Income, Mutual Funds, Pensions, Series 65, Investment Advisory, Wealth, Asset Allocation, FINRA, Series 6, Entrepreneurship, Equities, Loans, IRAs, Bonds
Education
Cannon Financial Institute 2005 — 2005
Wealth Mgmt., Comprehensive Wealth Mgmt.
Florida International University - College of Business Administration 1980 — 1999
BBA, Finance & International Business
Merrill Lynch 1997 — 1998
Series 7, 63, 65 & 215, Investments & Insurance
South Miami Senior High 1978 — 1980
High School Doploma, Sociology
Fendz Asset Management, Inc. June 2006 - Present
Morgan Keegan, Inc. November 2004 - June 2006
WM Financial Services March 2003 - November 2004
A.G. EDWARDS & SONS March 1998 - March 2003
Merrill Lynch June 1997 - January 1998
Skills
Asset Management, Financial Advisory, Investment Strategies, Equity Indexed Annuities, Variable Annuities, Life Insurance, Health Insurance, 401k Rollovers, 401k, Retirement Planning, Strategic Financial..., Asset Managment, Portfolio Management, Retirement, Estate Planning, Financial Services, Fixed Annuities, Series 7, Securities, Wealth Management, Wealth Accumulation, Private Banking, Finance, High Net Worth..., Wealth Management..., Alternative Investments, Insurance, Risk Management, Investment Management, Disability Insurance, Investments, Series 63, Separately Managed..., Personal Finance, ETFs, Management, Fixed Income, Mutual Funds, Pensions, Series 65, Investment Advisory, Wealth, Asset Allocation, FINRA, Series 6, Entrepreneurship, Equities, Loans, IRAs, Bonds
Education
Cannon Financial Institute 2005 — 2005
Wealth Mgmt., Comprehensive Wealth Mgmt.
Florida International University - College of Business Administration 1980 — 1999
BBA, Finance & International Business
Merrill Lynch 1997 — 1998
Series 7, 63, 65 & 215, Investments & Insurance
South Miami Senior High 1978 — 1980
High School Doploma, Sociology
Jeffrey Marcum Jeffrey Marcum's Merrill Lynch Experience August 2009 - May 2011
Job Architect / Senior Software Engineer at Clearsense.com
Industry Financial Services
Experience
Clearsense, LLC June 2015 - Present
Fidelity National Financial January 2013 - Present
Bank of America April 2012 - January 2013
Blue Cross Blue Shield of Florida January 2012 - August 2012
Interline Brands March 2011 - January 2012
Merrill Lynch August 2009 - May 2011
Blue Cross Blue Shield of Florida December 2007 - August 2009
JP Morgan Chase May 2002 - January 2007
Solutions Consulting Group (Formerly Alitum Consulting) February 1999 - June 2002
UPS (United Parcel Service) Corporate January 1994 - April 1998
Skills
Application Development, .NET, C#, SQL Server, SOA, Visual Studio, TFS, Enterprise Architecture, ASP.NET, WCF, XML, TOGAF, WPF, VB.NET, JavaScript, Silverlight, LINQ, Web Services, Architecture, Application Architecture, ADO.NET, SQL, ASP, AJAX, Software Development, ASP.NET MVC, Solution Architecture, T-SQL, Web Applications, IIS, Database Design, Database Development, SDLC, Microsoft SQL Server, Horse Care, Junior Golf, Music Theory, Horse Properties, Rock & Roll, Fly Fishing, Breakdance, Alternative Rock, Bass Guitar, Laser Hair Removal, Surfing, BizTalk, SSRS, Object Oriented Design, Unit Testing, MVVM
Education
Florida Community College at Jacksonville 1990 — 1994
Associate in Arts, Computer Information Services
Clearsense, LLC June 2015 - Present
Fidelity National Financial January 2013 - Present
Bank of America April 2012 - January 2013
Blue Cross Blue Shield of Florida January 2012 - August 2012
Interline Brands March 2011 - January 2012
Merrill Lynch August 2009 - May 2011
Blue Cross Blue Shield of Florida December 2007 - August 2009
JP Morgan Chase May 2002 - January 2007
Solutions Consulting Group (Formerly Alitum Consulting) February 1999 - June 2002
UPS (United Parcel Service) Corporate January 1994 - April 1998
Skills
Application Development, .NET, C#, SQL Server, SOA, Visual Studio, TFS, Enterprise Architecture, ASP.NET, WCF, XML, TOGAF, WPF, VB.NET, JavaScript, Silverlight, LINQ, Web Services, Architecture, Application Architecture, ADO.NET, SQL, ASP, AJAX, Software Development, ASP.NET MVC, Solution Architecture, T-SQL, Web Applications, IIS, Database Design, Database Development, SDLC, Microsoft SQL Server, Horse Care, Junior Golf, Music Theory, Horse Properties, Rock & Roll, Fly Fishing, Breakdance, Alternative Rock, Bass Guitar, Laser Hair Removal, Surfing, BizTalk, SSRS, Object Oriented Design, Unit Testing, MVVM
Education
Florida Community College at Jacksonville 1990 — 1994
Associate in Arts, Computer Information Services
Todd Scanlon Todd Scanlon's Merrill Lynch Experience August 2011 - Present
Job Global Head of Capital Introductions for Global Macro and CTA Strategies at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Quality Capital Management April 2009 - April 2011
Ermitage Group June 2007 - December 2008
ABN AMRO Asset Management February 2005 - April 2007
ABN AMRO 2003 - 2005
Merrill Lynch 2001 - 2003
JPM Chase 1989 - 2000
Euromoney 1989 - 1990
Skills
Hedge Funds, Fund Of Funds, Investments, Global Macro, FX Options, Institutional..., Mutual Funds, Pension Funds, Capital, Family Office, Alternative Investments, Equities, Financial Markets, Structured Finance, Asset Management
Education
Florida International University - College of Business 1987 — 1989
MS, Finance
University of Florida - Warrington College of Business Administration 1986 — 1989
BSBA, Risk Management
Merrill Lynch August 2011 - Present
Quality Capital Management April 2009 - April 2011
Ermitage Group June 2007 - December 2008
ABN AMRO Asset Management February 2005 - April 2007
ABN AMRO 2003 - 2005
Merrill Lynch 2001 - 2003
JPM Chase 1989 - 2000
Euromoney 1989 - 1990
Skills
Hedge Funds, Fund Of Funds, Investments, Global Macro, FX Options, Institutional..., Mutual Funds, Pension Funds, Capital, Family Office, Alternative Investments, Equities, Financial Markets, Structured Finance, Asset Management
Education
Florida International University - College of Business 1987 — 1989
MS, Finance
University of Florida - Warrington College of Business Administration 1986 — 1989
BSBA, Risk Management
Chad Cornwell Chad Cornwell's Merrill Lynch Experience July 2011 - November 2012
Job Portfolio Specialist in Portfolio Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Merrill Lynch July 2011 - November 2012
Community First Credit Union February 2006 - June 2011
CUSO Financial Services February 2006 - June 2011
West Marine 1999 - 2002
Skills
Financial Advisory, Registered Investment..., Investments, Retirement Planning, Mutual Funds, Insurance, IRAs, Life Insurance, Wealth, Investment Advisory, 401k, Fixed Annuities, Series 7, Asset Allocation, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2002 — 2009
Financial Services
Florida State College at Jacksonville 2002 — 2004
AS
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Merrill Lynch July 2011 - November 2012
Community First Credit Union February 2006 - June 2011
CUSO Financial Services February 2006 - June 2011
West Marine 1999 - 2002
Skills
Financial Advisory, Registered Investment..., Investments, Retirement Planning, Mutual Funds, Insurance, IRAs, Life Insurance, Wealth, Investment Advisory, 401k, Fixed Annuities, Series 7, Asset Allocation, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2002 — 2009
Financial Services
Florida State College at Jacksonville 2002 — 2004
AS
Derrick Harmon Derrick Harmon's Merrill Lynch Experience February 2007 - Present
Job Wealth Management Banking Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2007 - Present
Bank of America March 2006 - February 2007
Cingular Wireless February 2004 - July 2005
Georgia-Pacific LLC May 2002 - August 2002
Education
Florida State College at Jacksonville 2008 — 2010
N/A, Business Administration
Merrill Lynch February 2007 - Present
Bank of America March 2006 - February 2007
Cingular Wireless February 2004 - July 2005
Georgia-Pacific LLC May 2002 - August 2002
Education
Florida State College at Jacksonville 2008 — 2010
N/A, Business Administration
J. Anthony Beard's Merrill Lynch Experience March 1993 - May 1995
Job Chief Financial Officer at City of Atlanta
Industry Government Administration
Experience
City of Atlanta November 2011 - Present
City of Atlanta July 2010 - November 2011
Clerk & Comptroller, Palm Beach County 2006 - September 2010
J Beard Consulting January 2003 - August 2006
Howard Gary & Company June 1995 - August 2006
Merrill Lynch March 1993 - May 1995
Skills
Financial Analysis, Portfolio Management, Finance, Investments, Forecasting, Accounting, Treasury Management, Budgets, Strategic Planning, Process Improvement, Capital Markets, Management, Fixed Income, Cash Management, Investor Relations, Treasury, Management Consulting, Financial Modeling, Financial Reporting, Change Management
Education
Northwestern University - Kellogg School of Management
MBA, Management/Finance
Florida International University - College of Business
BBA, Finance & International Business
US Coast Guard Academy
Management
City of Atlanta November 2011 - Present
City of Atlanta July 2010 - November 2011
Clerk & Comptroller, Palm Beach County 2006 - September 2010
J Beard Consulting January 2003 - August 2006
Howard Gary & Company June 1995 - August 2006
Merrill Lynch March 1993 - May 1995
Skills
Financial Analysis, Portfolio Management, Finance, Investments, Forecasting, Accounting, Treasury Management, Budgets, Strategic Planning, Process Improvement, Capital Markets, Management, Fixed Income, Cash Management, Investor Relations, Treasury, Management Consulting, Financial Modeling, Financial Reporting, Change Management
Education
Northwestern University - Kellogg School of Management
MBA, Management/Finance
Florida International University - College of Business
BBA, Finance & International Business
US Coast Guard Academy
Management
Nfaly Sylla's Merrill Lynch Experience July 2011 - September 2013
Job Chairman, Managing Director at Afrisek Group
Industry International Trade and Development
Experience
Afrisek Group November 2011 - Present
Afrisek Energy November 2012 - Present
PHH Mortgage January 2013 - October 2013
Merrill Lynch July 2011 - September 2013
Citi September 2010 - July 2011
Skills
Strategic Sourcing, Customer Service, Call Center, Sales, Customer Satisfaction, Microsoft Excel, Customer Experience, Microsoft Office, Team Leadership, CRM, Spanish, PowerPoint, Teamwork, Access, Outlook, Management, Salesforce.com, Leadership, Marketing, Market Research, International..., International Trade, International Business, Training, Team Building, Talent Acquisition, Strategy, Strategic Planning, Sourcing, Recruiting, Operations Management, Hiring, Finance, Call Centers, Employee Relations, Account Management, Budgets
Education
Florida International University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Delaware - Lerner College of Business and Economics 2005 — 2008
Bachelor, Management, International Business studies
Afrisek Group November 2011 - Present
Afrisek Energy November 2012 - Present
PHH Mortgage January 2013 - October 2013
Merrill Lynch July 2011 - September 2013
Citi September 2010 - July 2011
Skills
Strategic Sourcing, Customer Service, Call Center, Sales, Customer Satisfaction, Microsoft Excel, Customer Experience, Microsoft Office, Team Leadership, CRM, Spanish, PowerPoint, Teamwork, Access, Outlook, Management, Salesforce.com, Leadership, Marketing, Market Research, International..., International Trade, International Business, Training, Team Building, Talent Acquisition, Strategy, Strategic Planning, Sourcing, Recruiting, Operations Management, Hiring, Finance, Call Centers, Employee Relations, Account Management, Budgets
Education
Florida International University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Delaware - Lerner College of Business and Economics 2005 — 2008
Bachelor, Management, International Business studies
Jackie Finn Jackie Finn's Merrill Lynch Experience November 2006 - May 2008
Job Seasoned Client Relationship Manager, Six Sigma Lean Professional, Change Management Specialist
Industry Financial Services
Experience
Clear Payment Solutions August 2010 - June 2014
ADP November 2009 - July 2010
ista North America November 2008 - May 2009
Merrill Lynch November 2006 - May 2008
ettain group February 2005 - October 2006
Bank of America May 2000 - October 2004
Skills
Customer Retention, Customer Relations, Lean Six Sigma, Non-profit Volunteering, Process Improvement, Vendor Management, Management, Program Management, Disaster Recovery, Team Building, Leadership, Customer Service, Call Centers, Team Leadership, Software Documentation, Strategic Planning, Visio, Business Analysis, New Business Development, Negotiation, Outsourcing, Business Process..., Project Management, CRM, Sales Management, Change Management, Risk Management, Analysis, Fundraising
Education
Florida State College at Jacksonville 1992 — 1994
Communications
Clear Payment Solutions August 2010 - June 2014
ADP November 2009 - July 2010
ista North America November 2008 - May 2009
Merrill Lynch November 2006 - May 2008
ettain group February 2005 - October 2006
Bank of America May 2000 - October 2004
Skills
Customer Retention, Customer Relations, Lean Six Sigma, Non-profit Volunteering, Process Improvement, Vendor Management, Management, Program Management, Disaster Recovery, Team Building, Leadership, Customer Service, Call Centers, Team Leadership, Software Documentation, Strategic Planning, Visio, Business Analysis, New Business Development, Negotiation, Outsourcing, Business Process..., Project Management, CRM, Sales Management, Change Management, Risk Management, Analysis, Fundraising
Education
Florida State College at Jacksonville 1992 — 1994
Communications
Chris Baczeski Chris Baczeski's Merrill Lynch Experience August 2011 - January 2012
Job Proprietary Equity Trader at Quasar Trading
Industry Investment Management
Experience
Quasar Trading October 2013 - Present
Morgan Stanley August 2012 - July 2013
Merrill Lynch August 2011 - January 2012
Citizens Bank March 2010 - July 2011
FIRST WORLD MORTGAGE February 2009 - March 2010
P&B Global Enterprises May 2005 - December 2008
Skills
Equities, Trading, Portfolio Management, Commodity, Investment Strategies, Series 7, Investments, Loans, Credit, Risk Management, Options, Bonds, Alternative Investments, FX trading, FX Options
Education
Florida Southern College 2001 — 2005
B.S, Business Administration/Financial Management/Marketing Management
Pomperaug High School 1998 — 2001
Quasar Trading October 2013 - Present
Morgan Stanley August 2012 - July 2013
Merrill Lynch August 2011 - January 2012
Citizens Bank March 2010 - July 2011
FIRST WORLD MORTGAGE February 2009 - March 2010
P&B Global Enterprises May 2005 - December 2008
Skills
Equities, Trading, Portfolio Management, Commodity, Investment Strategies, Series 7, Investments, Loans, Credit, Risk Management, Options, Bonds, Alternative Investments, FX trading, FX Options
Education
Florida Southern College 2001 — 2005
B.S, Business Administration/Financial Management/Marketing Management
Pomperaug High School 1998 — 2001
Jonathan Helton, CRPC® Jonathan Helton, CRPC®'s Merrill Lynch Experience 2007 - October 2013
Job Senior Wealth Management Advisor at T2 Asset Management
Industry Financial Services
Experience
T2 Asset Management, LLC October 2013 - Present
Chicago Wildfire January 2013 - Present
Merrill Lynch 2007 - October 2013
Skills
Retirement Planning, Uniform Combined State..., Wealth Management, Estate Planning, Wealth, Investments, Retirement, Portfolio Management, Strategic Financial..., 401k Rollovers, Investment Advisory, Asset Allocation, Securities, Mutual Funds, Finance, Personal Financial..., Banking, Financial Planning, Financial Analysis
Education
Wheaton College 2004 — 2006
B.A., Philosophy
Florida Community College at Jacksonville 2002 — 2004
Associate of Arts (AA), Music
T2 Asset Management, LLC October 2013 - Present
Chicago Wildfire January 2013 - Present
Merrill Lynch 2007 - October 2013
Skills
Retirement Planning, Uniform Combined State..., Wealth Management, Estate Planning, Wealth, Investments, Retirement, Portfolio Management, Strategic Financial..., 401k Rollovers, Investment Advisory, Asset Allocation, Securities, Mutual Funds, Finance, Personal Financial..., Banking, Financial Planning, Financial Analysis
Education
Wheaton College 2004 — 2006
B.A., Philosophy
Florida Community College at Jacksonville 2002 — 2004
Associate of Arts (AA), Music
Jeff Werner Jeff Werner's Merrill Lynch Experience January 2009 - October 2012
Job CITI Relationship Manager
Industry Financial Services
Experience
Citibank October 2013 - Present
Merrill Lynch January 2009 - October 2012
Bank of America January 1990 - December 2008
Skills
Mortgage Lending, Series 7, Investments, Portfolio Management, Strategic Financial..., Fixed Income, Equities, Asset Managment, Life Insurance, PADI, White water raft guide, Coast guard small craft..., Asset Management, Social Media, Social Networking, Asset Based Lending, Asset Protection, Budgets, First Time Home Buyers, New Home Sales, Financial Services, Asset Allocation, Financial Advisory, Loans, Real Estate
Education
Florida International University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Miami Beach High School
Hebrew Academy of Greater Miami
Citibank October 2013 - Present
Merrill Lynch January 2009 - October 2012
Bank of America January 1990 - December 2008
Skills
Mortgage Lending, Series 7, Investments, Portfolio Management, Strategic Financial..., Fixed Income, Equities, Asset Managment, Life Insurance, PADI, White water raft guide, Coast guard small craft..., Asset Management, Social Media, Social Networking, Asset Based Lending, Asset Protection, Budgets, First Time Home Buyers, New Home Sales, Financial Services, Asset Allocation, Financial Advisory, Loans, Real Estate
Education
Florida International University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Miami Beach High School
Hebrew Academy of Greater Miami
Osmer Arauz, MIBA's Merrill Lynch Experience December 1999 - September 2001
Job Miami Branch Manager at Geodis Wilson
Industry Logistics and Supply Chain
Experience
GEODIS October 2010 - Present
Econocaribe Consolidators January 2006 - October 2010
Econocaribe Consolidators May 2005 - October 2010
Alpha Kappa Psi - Beta Pi Chapter (University of Miami) April 2005 - March 2010
Econocaribe Consolidators May 2005 - December 2005
Toyota Motor Sales June 2004 - May 2005
Florida International University September 2001 - September 2003
Merrill Lynch December 1999 - September 2001
Skills
International Logistics..., International Business..., Process Improvement, Spanish, Transportation, Warehousing, Logistics, Shipping, Inventory Management, Negotiation, Team Building, Strategic Planning, Operations Management, Training, Freight Forwarding, Air Freight, System Administration, International Logistics, Leadership, Accounting, Analysis, Ocean, Customer Service, Transportation..., Management, Risk Management, Freight, Budgets, Warehouse Management, Customs Regulations, Logistics Management, Supply Chain Management, 3PL, Import, Sales, Supply Chain..., Pricing, Export, Supply Chain, International Trade, Strategy, Ocean Freight, Business Development, Forwarding
Education
Nova Southeastern University 2006 — 2008
Master of International Business Administration, International Business
Florida International University - College of Business 2001 — 2003
Bachelors of Business Administration, Management
GEODIS October 2010 - Present
Econocaribe Consolidators January 2006 - October 2010
Econocaribe Consolidators May 2005 - October 2010
Alpha Kappa Psi - Beta Pi Chapter (University of Miami) April 2005 - March 2010
Econocaribe Consolidators May 2005 - December 2005
Toyota Motor Sales June 2004 - May 2005
Florida International University September 2001 - September 2003
Merrill Lynch December 1999 - September 2001
Skills
International Logistics..., International Business..., Process Improvement, Spanish, Transportation, Warehousing, Logistics, Shipping, Inventory Management, Negotiation, Team Building, Strategic Planning, Operations Management, Training, Freight Forwarding, Air Freight, System Administration, International Logistics, Leadership, Accounting, Analysis, Ocean, Customer Service, Transportation..., Management, Risk Management, Freight, Budgets, Warehouse Management, Customs Regulations, Logistics Management, Supply Chain Management, 3PL, Import, Sales, Supply Chain..., Pricing, Export, Supply Chain, International Trade, Strategy, Ocean Freight, Business Development, Forwarding
Education
Nova Southeastern University 2006 — 2008
Master of International Business Administration, International Business
Florida International University - College of Business 2001 — 2003
Bachelors of Business Administration, Management
Romel Francis Romel Francis's Merrill Lynch Experience March 2009 - August 2009
Job Business Intelligence Analyst at Datavision Technologies
Industry Hospitality
Experience
Carnival Corporation April 2015 - Present
Datavision Technologies February 2012 - March 2015
Optenet August 2009 - February 2012
Merrill Lynch March 2009 - August 2009
Florida International University August 2007 - March 2009
Skills
Sugar CRM, MS Office Suite, Competitive Analysis, SugarCRM, Analysis, Microsoft Office, Budgets, SQL, SSRS, SQL Server Management..., Roambi, Business Intelligence, Market Research, Financial Reporting, Reporting & Analysis, Data Analysis, Data Modeling, Ad-hoc, Tableau, QlikView, Marketing, Strategic Planning, Management, Forecasting, Business Development
Education
Florida International University 2008 — 2009
Masters in International Business, International Business
Florida International University 2007 — 2008
Advanced Diploma In Business Administration, Accounting and Business/Management
Mahatma Gandhi University 2004 — 2007
Bachelors in Commerce, Commerce
Carnival Corporation April 2015 - Present
Datavision Technologies February 2012 - March 2015
Optenet August 2009 - February 2012
Merrill Lynch March 2009 - August 2009
Florida International University August 2007 - March 2009
Skills
Sugar CRM, MS Office Suite, Competitive Analysis, SugarCRM, Analysis, Microsoft Office, Budgets, SQL, SSRS, SQL Server Management..., Roambi, Business Intelligence, Market Research, Financial Reporting, Reporting & Analysis, Data Analysis, Data Modeling, Ad-hoc, Tableau, QlikView, Marketing, Strategic Planning, Management, Forecasting, Business Development
Education
Florida International University 2008 — 2009
Masters in International Business, International Business
Florida International University 2007 — 2008
Advanced Diploma In Business Administration, Accounting and Business/Management
Mahatma Gandhi University 2004 — 2007
Bachelors in Commerce, Commerce
Iselle Obregon's Merrill Lynch Experience May 2012 - Present
Job Registered Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
FIU Office of Business Services August 2008 - May 2012
Northwestern Mutual May 2011 - December 2011
Skills
Finance, PowerPoint, Spanish, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Leadership, Public Speaking
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch May 2012 - Present
FIU Office of Business Services August 2008 - May 2012
Northwestern Mutual May 2011 - December 2011
Skills
Finance, PowerPoint, Spanish, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Leadership, Public Speaking
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Greg Clack Greg Clack's Merrill Lynch Experience 2000 - 2002
Job Commercial Insurance Agent at Brown & Brown Insurance
Industry Insurance
Experience
Brown & Brown 2007 - Present
Progressive Insurance 2004 - 2007
Hertz 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Insurance, Underwriting, Property & Casualty..., Workers Compensation, Sales, Liability, Strategic Planning, Financial Analysis, Customer Service, Employee Benefits, Strategic Financial..., Risk Management, Sales Management, Negotiation, Commercial Insurance, New Business Development, Cold Calling, Marketing, Professional Liability, Reinsurance, Legal Liability, Casualty, Brokers
Education
Florida State University 1998 — 2000
Bachelor of Science Degree in Marketing, Minor: Psychology & Finance
Florida State College at Jacksonville 1996 — 1998
Associate of Arts Degree, General Business
Bishop Kenny High School 1992 — 1996
Diploma
Brown & Brown 2007 - Present
Progressive Insurance 2004 - 2007
Hertz 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Insurance, Underwriting, Property & Casualty..., Workers Compensation, Sales, Liability, Strategic Planning, Financial Analysis, Customer Service, Employee Benefits, Strategic Financial..., Risk Management, Sales Management, Negotiation, Commercial Insurance, New Business Development, Cold Calling, Marketing, Professional Liability, Reinsurance, Legal Liability, Casualty, Brokers
Education
Florida State University 1998 — 2000
Bachelor of Science Degree in Marketing, Minor: Psychology & Finance
Florida State College at Jacksonville 1996 — 1998
Associate of Arts Degree, General Business
Bishop Kenny High School 1992 — 1996
Diploma
Brett Freese, MBA, CFP® Brett Freese, MBA, CFP®'s Merrill Lynch Experience 1993 - 2007
Job Principal and Financial Planner/Money Manager at TrustWell Financial Advisors
Industry Financial Services
Experience
TrustWell Financial Advisors January 2009 - Present
Merrill Lynch 1993 - 2007
Skills
Retirement Planning, Investments, Securities, Wealth Management, Asset Management, Financial Planning
Education
Rutgers University-New Brunswick 1996 — 2000
MBA, Finance
Florida Southern College 1989 — 1993
BS, Finance, Marketing
TrustWell Financial Advisors January 2009 - Present
Merrill Lynch 1993 - 2007
Skills
Retirement Planning, Investments, Securities, Wealth Management, Asset Management, Financial Planning
Education
Rutgers University-New Brunswick 1996 — 2000
MBA, Finance
Florida Southern College 1989 — 1993
BS, Finance, Marketing
Derek Oxford Derek Oxford's Merrill Lynch Experience August 2006 - September 2007
Job CERTIFIED FINANCIAL PLANNER™ and Portfolio Analyst at CPS Investment Advisors
Industry Financial Services
Experience
CPS Investment Advisors July 2008 - Present
Fidelity Investments September 2007 - July 2008
Merrill Lynch August 2006 - September 2007
Merrill Lynch Insurance Group March 2005 - March 2006
Education
Florida State University - College of Business 2002 — 2004
Finance, Financial Markets
Florida Southern College 2000 — 2002
Business Administration, Finance
CPS Investment Advisors July 2008 - Present
Fidelity Investments September 2007 - July 2008
Merrill Lynch August 2006 - September 2007
Merrill Lynch Insurance Group March 2005 - March 2006
Education
Florida State University - College of Business 2002 — 2004
Finance, Financial Markets
Florida Southern College 2000 — 2002
Business Administration, Finance
Kevin Crew Kevin Crew's Merrill Lynch Experience January 2001 - January 2002
Job Assistant F&B Director for KNR at the W Hotel (Miami Beach)
Industry Hospitality
Experience
KNR Restaurant Group May 2011 - Present
Morgans Hotel Group July 2008 - May 2011
China Grill Management February 2007 - July 2008
BICE Ristorante (Miami) January 2006 - 2008
BICE Ristorante (Miami) January 2006 - February 2007
Dan Marino's Fine Food & Restaurant February 2005 - January 2006
Merrill Lynch January 2001 - January 2002
China Grill Management January 2000 - January 2002
Morgan Stanley January 2000 - January 2001
Murphy's Law Irish Pub January 1997 - January 2000
Skills
Hospitality, Hotels, Restaurants, Food & Beverage, Forecasting, Budgets, Catering, Event Management, Income Statement, Hospitality Management, Event Planning, Revenue Analysis, Sales, Management, Hospitality Industry, Training
Education
Florida International University 1997 — 2003
B.A, Business Administration/ Finance
Belen Jesuit Preparatory School 1986 — 1993
Diploma
KNR Restaurant Group May 2011 - Present
Morgans Hotel Group July 2008 - May 2011
China Grill Management February 2007 - July 2008
BICE Ristorante (Miami) January 2006 - 2008
BICE Ristorante (Miami) January 2006 - February 2007
Dan Marino's Fine Food & Restaurant February 2005 - January 2006
Merrill Lynch January 2001 - January 2002
China Grill Management January 2000 - January 2002
Morgan Stanley January 2000 - January 2001
Murphy's Law Irish Pub January 1997 - January 2000
Skills
Hospitality, Hotels, Restaurants, Food & Beverage, Forecasting, Budgets, Catering, Event Management, Income Statement, Hospitality Management, Event Planning, Revenue Analysis, Sales, Management, Hospitality Industry, Training
Education
Florida International University 1997 — 2003
B.A, Business Administration/ Finance
Belen Jesuit Preparatory School 1986 — 1993
Diploma
Sue Valdivia Sue Valdivia's Merrill Lynch Experience September 2012 - May 2013
Job Financial Analyst at The Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company January 2014 - Present
State Farm June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Johnson & Johnson April 2012 - September 2012
Advanced POS Solutions September 2011 - April 2012
Skills
Financial Analysis, Finance, Microsoft Excel, Account Reconciliation, Accounts Receivable, General Ledger, Investments, Forecasting, Corporate Finance, Leadership, Wealth Management..., Managerial Finance, Marketing, Tax, SEC Financial Reporting
Education
Florida International University - College of Business Administration 2010 — 2013
Bachelor's degree, Finance, General
barron collier high school 2006 — 2008
High School Diploma
The Walt Disney Company January 2014 - Present
State Farm June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Johnson & Johnson April 2012 - September 2012
Advanced POS Solutions September 2011 - April 2012
Skills
Financial Analysis, Finance, Microsoft Excel, Account Reconciliation, Accounts Receivable, General Ledger, Investments, Forecasting, Corporate Finance, Leadership, Wealth Management..., Managerial Finance, Marketing, Tax, SEC Financial Reporting
Education
Florida International University - College of Business Administration 2010 — 2013
Bachelor's degree, Finance, General
barron collier high school 2006 — 2008
High School Diploma
Briyan Calhoun Briyan Calhoun's Merrill Lynch Experience May 2010 - January 2011
Job Business Analyst
Industry Information Technology and Services
Experience
OTP Business Group 2013 - Present
Florida Blue June 2013 - September 2013
Baptist Health April 2012 - June 2013
Merrill Lynch May 2010 - January 2011
Superior Millwork Company December 2009 - April 2010
Florida State University December 2007 - February 2009
Florida State University September 2006 - April 2008
Breeze Mobile C/R November 2002 - May 2004
Education
Florida State University 2005 — 2009
Information Technology
Florida State College at Jacksonville 2002 — 2005
Administrative Systems Technology
OTP Business Group 2013 - Present
Florida Blue June 2013 - September 2013
Baptist Health April 2012 - June 2013
Merrill Lynch May 2010 - January 2011
Superior Millwork Company December 2009 - April 2010
Florida State University December 2007 - February 2009
Florida State University September 2006 - April 2008
Breeze Mobile C/R November 2002 - May 2004
Education
Florida State University 2005 — 2009
Information Technology
Florida State College at Jacksonville 2002 — 2005
Administrative Systems Technology
Mari Rodriguez's Merrill Lynch Experience September 2015 - Present
Job President ALPFA FIU
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders November 2014 - Present
Education
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Merrill Lynch September 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders November 2014 - Present
Education
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Mariela Arana's Merrill Lynch Experience 2005 - 2010
Job Vice President at Citigroup
Industry Financial Services
Experience
Citi July 2012 - Present
Citi December 2010 - July 2012
Merrill Lynch 2005 - 2010
Skills
Banking, Credit, Equities, Finance, Financial Services, Investments, Portfolio Management, Wealth Management, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Asset Management, Risk Management, Securities
Education
Florida International University 2000 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universidad del Pacífico (PE) 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Citi July 2012 - Present
Citi December 2010 - July 2012
Merrill Lynch 2005 - 2010
Skills
Banking, Credit, Equities, Finance, Financial Services, Investments, Portfolio Management, Wealth Management, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Asset Management, Risk Management, Securities
Education
Florida International University 2000 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universidad del Pacífico (PE) 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tatiana Medina's Merrill Lynch Experience May 2012 - August 2012
Job Organizational Change Management Analyst at FIAT Chrysler Automobiles
Industry Automotive
Experience
FCA Fiat Chrysler Automobiles July 2013 - Present
FCA Fiat Chrysler Automobiles 2013 - 2015
International Business Honors Society 2012 - 2013
NBCUniversal, Inc. September 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Univision Communications January 2012 - April 2012
Spanish Embassy - Cultural Office August 2011 - December 2011
ABI Contruction Services, LLC May 2011 - August 2011
National Hispana Leadership Institute (NHLI) June 2011 - June 2011
Congressional Hispanic Caucus Institute February 2011 - April 2011
Skills
Public Speaking, Event Planning, Social Media, Research, PowerPoint, Microsoft Office, Microsoft Excel, Fundraising, Social Networking, Community Outreach, Social Media Marketing, Event Management, Public Relations, Microsoft Word, Spanish-speaking, Customer Service, Marketing, Training, Leadership, Spanish
Education
Florida International University - College of Business Administration 2011 — 2013
Bachelor's degree, International Business
Hillsborough Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration, Management and Operations, 3.7
FCA Fiat Chrysler Automobiles July 2013 - Present
FCA Fiat Chrysler Automobiles 2013 - 2015
International Business Honors Society 2012 - 2013
NBCUniversal, Inc. September 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Univision Communications January 2012 - April 2012
Spanish Embassy - Cultural Office August 2011 - December 2011
ABI Contruction Services, LLC May 2011 - August 2011
National Hispana Leadership Institute (NHLI) June 2011 - June 2011
Congressional Hispanic Caucus Institute February 2011 - April 2011
Skills
Public Speaking, Event Planning, Social Media, Research, PowerPoint, Microsoft Office, Microsoft Excel, Fundraising, Social Networking, Community Outreach, Social Media Marketing, Event Management, Public Relations, Microsoft Word, Spanish-speaking, Customer Service, Marketing, Training, Leadership, Spanish
Education
Florida International University - College of Business Administration 2011 — 2013
Bachelor's degree, International Business
Hillsborough Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration, Management and Operations, 3.7
Amber Rivas Amber Rivas's Merrill Lynch Experience July 2006 - October 2008
Job Accounting at IPR (Inland Pipe Rehabilitation)
Industry Accounting
Experience
IPR (Inland Pipe Rehabilitation) September 2014 - Present
Fidelity National Financial March 2009 - July 2014
Merrill Lynch July 2006 - October 2008
Honeywell Technology Solutions, Inc. May 2001 - May 2006
Skills
Oracle E-Business Suite, Citrix, AS400 system, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Outlook, PowerPoint, Customer Service, English, Windows, Research, Photoshop, HTML, Budgets, Editing, Java, Vendor Management, 1099 Preparation
Education
Florida State College at Jacksonville
University of Phoenix
Information Technology
IPR (Inland Pipe Rehabilitation) September 2014 - Present
Fidelity National Financial March 2009 - July 2014
Merrill Lynch July 2006 - October 2008
Honeywell Technology Solutions, Inc. May 2001 - May 2006
Skills
Oracle E-Business Suite, Citrix, AS400 system, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Outlook, PowerPoint, Customer Service, English, Windows, Research, Photoshop, HTML, Budgets, Editing, Java, Vendor Management, 1099 Preparation
Education
Florida State College at Jacksonville
University of Phoenix
Information Technology
Erik Alexander, MBA's Merrill Lynch Experience April 2007 - April 2009
Job Intl Credit Portfolio Manager
Industry Banking
Experience
SunTrust Bank May 2012 - Present
SHWAT 2014 - 2015
Merrill Lynch April 2007 - April 2009
City National Bank of Florida February 2005 - April 2007
Wachovia Securities July 1999 - February 2005
Merrill Lynch Bank & Trust (Cayman) December 1995 - July 1999
Skills
Credit, Loan Origination, Consumer Lending, Credit Risk, Relationship Management, Asset Management, Finance, Portfolio Management, Loans, Mortgage Lending, Banking, Wealth Management
Education
Florida International University - College of Business 2006 — 2007
MBA, Business Administration
Florida International University - College of Business 1993 — 1996
BBA, Finance
Miami Dade Community College 1991 — 1993
AA, Biology
Christopher Columbus H.S. 1987 — 1991
High School
SunTrust Bank May 2012 - Present
SHWAT 2014 - 2015
Merrill Lynch April 2007 - April 2009
City National Bank of Florida February 2005 - April 2007
Wachovia Securities July 1999 - February 2005
Merrill Lynch Bank & Trust (Cayman) December 1995 - July 1999
Skills
Credit, Loan Origination, Consumer Lending, Credit Risk, Relationship Management, Asset Management, Finance, Portfolio Management, Loans, Mortgage Lending, Banking, Wealth Management
Education
Florida International University - College of Business 2006 — 2007
MBA, Business Administration
Florida International University - College of Business 1993 — 1996
BBA, Finance
Miami Dade Community College 1991 — 1993
AA, Biology
Christopher Columbus H.S. 1987 — 1991
High School
Valentina A. Pecoraro's Merrill Lynch Experience October 2012 - December 2013
Job Intern en AMGW Agency
Industry Public Relations and Communications
Experience
3AWorldwide October 2013 - June 2014
Merrill Lynch October 2012 - December 2013
Comstock Elementary February 2012 - May 2012
Union Radio May 2011 - September 2011
Skills
Public Relations, Social Media, Media Relations, Marketing Communications, Corporate Communications, Event Planning, Press Releases, Event Management, Editing, Strategic Communications, Microsoft Office, Social Media Marketing, Public Speaking, Internal Communications, Photoshop, PowerPoint, Microsoft Excel, Copywriting, Blogging
Education
Florida International University 2013 — 2015
Bachelors Degree, Advertising, Marketing and PR
Miami Dade College 2011 — 2013
AA Degree, Mass Communications
3AWorldwide October 2013 - June 2014
Merrill Lynch October 2012 - December 2013
Comstock Elementary February 2012 - May 2012
Union Radio May 2011 - September 2011
Skills
Public Relations, Social Media, Media Relations, Marketing Communications, Corporate Communications, Event Planning, Press Releases, Event Management, Editing, Strategic Communications, Microsoft Office, Social Media Marketing, Public Speaking, Internal Communications, Photoshop, PowerPoint, Microsoft Excel, Copywriting, Blogging
Education
Florida International University 2013 — 2015
Bachelors Degree, Advertising, Marketing and PR
Miami Dade College 2011 — 2013
AA Degree, Mass Communications
Brenda Leguisamo's Merrill Lynch Experience June 2007 - May 2008
Job Luxury Marketing Strategist & Speaker
Industry Real Estate
Experience
BL Real Estate Investments May 2014 - Present
Social Biz Members September 2010 - May 2014
Ear-Q Corporation December 2009 - July 2010
Merrill Lynch June 2007 - May 2008
Merrill Lynch February 2006 - June 2007
Merrill Lynch May 2003 - February 2006
Merrill Lynch November 2001 - May 2003
Merrill Lynch January 2000 - November 2001
American Express Bank September 1997 - January 2000
Bocariccos January 1990 - August 1993
Skills
Corporate Communications, Relationship Management, Lead Generation, Social Media Marketing, Marketing Strategy, Online Marketing, Leadership Development, Strategic Planning, Change Management, Public Speaking, Entrepreneurship, Start-ups, Peer Mentoring, Social Networking, Community Service, Leadership, Program Management, Management, Business Development, Business Planning, Fundraising, Analysis, Social Media, Marketing, CRM, Email Marketing, Training
Education
Florida International University - College of Business 2008 — 2009
Professional Master of Business Administration
Hofstra University 1995 — 1997
Bachelor of Business Administration, International Business
Queensborough Community College 1993 — 1995
Associate in Science, Business Administration
Instituto Tecnologico Superior CESPAD Del Ecuador 1990 — 1993
Computer Programming & System Analysis
BL Real Estate Investments May 2014 - Present
Social Biz Members September 2010 - May 2014
Ear-Q Corporation December 2009 - July 2010
Merrill Lynch June 2007 - May 2008
Merrill Lynch February 2006 - June 2007
Merrill Lynch May 2003 - February 2006
Merrill Lynch November 2001 - May 2003
Merrill Lynch January 2000 - November 2001
American Express Bank September 1997 - January 2000
Bocariccos January 1990 - August 1993
Skills
Corporate Communications, Relationship Management, Lead Generation, Social Media Marketing, Marketing Strategy, Online Marketing, Leadership Development, Strategic Planning, Change Management, Public Speaking, Entrepreneurship, Start-ups, Peer Mentoring, Social Networking, Community Service, Leadership, Program Management, Management, Business Development, Business Planning, Fundraising, Analysis, Social Media, Marketing, CRM, Email Marketing, Training
Education
Florida International University - College of Business 2008 — 2009
Professional Master of Business Administration
Hofstra University 1995 — 1997
Bachelor of Business Administration, International Business
Queensborough Community College 1993 — 1995
Associate in Science, Business Administration
Instituto Tecnologico Superior CESPAD Del Ecuador 1990 — 1993
Computer Programming & System Analysis
Christina M. Moore, CRPC Christina M. Moore, CRPC's Merrill Lynch Experience July 2010 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Merrill Lynch June 2007 - July 2010
Merrill Lynch December 2006 - June 2007
Merrill Lynch October 2005 - November 2006
Merrill Lynch August 2004 - September 2005
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Wealth Management, Establishing New..., Financial Services, Series 7, Series 66, Client Relations, Training & Development, Transition Management, Banking
Education
Florida Community College at Jacksonville 1998 — 2000
London Central High School - High Wycombe, England 1993 — 1996
Merrill Lynch July 2010 - Present
Merrill Lynch June 2007 - July 2010
Merrill Lynch December 2006 - June 2007
Merrill Lynch October 2005 - November 2006
Merrill Lynch August 2004 - September 2005
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Wealth Management, Establishing New..., Financial Services, Series 7, Series 66, Client Relations, Training & Development, Transition Management, Banking
Education
Florida Community College at Jacksonville 1998 — 2000
London Central High School - High Wycombe, England 1993 — 1996
Loange Palmero Loange Palmero's Merrill Lynch Experience October 2012 - January 2013
Job Reconciliation Specialist
Industry Financial Services
Experience
Mixtura Productions Corp. January 2009 - Present
Bayview Loan Servicing LLC June 2014 - May 2015
Merrill Lynch October 2012 - January 2013
Ilen Esteada Realty, INC October 2006 - May 2007
Toys R Us November 2005 - November 2006
Skills
Microsoft Excel, Excel VBA, Microsoft Office, Time Management, Leadership, PowerPoint, Technical Analysis, Asset Allocation, Financial Forecasting, Social Media, Portfolio Management, Spanish, Training, Analysis, Portfolio Optimization, Microsoft Word, Organization, Visual Basic, Finance, Teamwork, Photoshop, Stock Market, Currency Exchange, Social Networking, Event Planning, Customer Service, SharePoint, Visio
Education
Florida International University 2010 — 2012
Bachelor in Business Administration, International Business, Finance, Certificate in Japanese, 3.18
Miami Dade College 2008 — 2009
Business, Business Administration AA, 3.6
Mixtura Productions Corp. January 2009 - Present
Bayview Loan Servicing LLC June 2014 - May 2015
Merrill Lynch October 2012 - January 2013
Ilen Esteada Realty, INC October 2006 - May 2007
Toys R Us November 2005 - November 2006
Skills
Microsoft Excel, Excel VBA, Microsoft Office, Time Management, Leadership, PowerPoint, Technical Analysis, Asset Allocation, Financial Forecasting, Social Media, Portfolio Management, Spanish, Training, Analysis, Portfolio Optimization, Microsoft Word, Organization, Visual Basic, Finance, Teamwork, Photoshop, Stock Market, Currency Exchange, Social Networking, Event Planning, Customer Service, SharePoint, Visio
Education
Florida International University 2010 — 2012
Bachelor in Business Administration, International Business, Finance, Certificate in Japanese, 3.18
Miami Dade College 2008 — 2009
Business, Business Administration AA, 3.6
BENJAMIN B AUSTIN's Merrill Lynch Experience September 2008 - January 2011
Job DUE DILIGENCE & RISK UNDERWRITER – Q/A REGULATORY COMPLIANCE ANALYST
Industry Banking
Experience
Treliant Risk Advisors July 2015 - Present
Sunset Realty Of Broward September 2013 - June 2015
DIGITALRISK - Mphasis Company April 2013 - August 2013
Solomon Edwards Group October 2011 - January 2013
J.P. Morgan - Chase February 2011 - September 2011
Merrill Lynch September 2008 - January 2011
HSBC MORTGAGE CORPORATION July 2007 - August 2008
AMERITRUST HOME MORTGAGE January 2003 - June 2007
Bank of America January 2000 - December 2002
Skills
Loans, Loan Servicing, Credit Risk, Underwriting, Mortgage Lending, Training, Finance, Due Diligence, Mortgage Banking
Education
Florida International University - College of Business
Treliant Risk Advisors July 2015 - Present
Sunset Realty Of Broward September 2013 - June 2015
DIGITALRISK - Mphasis Company April 2013 - August 2013
Solomon Edwards Group October 2011 - January 2013
J.P. Morgan - Chase February 2011 - September 2011
Merrill Lynch September 2008 - January 2011
HSBC MORTGAGE CORPORATION July 2007 - August 2008
AMERITRUST HOME MORTGAGE January 2003 - June 2007
Bank of America January 2000 - December 2002
Skills
Loans, Loan Servicing, Credit Risk, Underwriting, Mortgage Lending, Training, Finance, Due Diligence, Mortgage Banking
Education
Florida International University - College of Business
Jeffrey D. Hart, CIMA®, CFP® Jeffrey D. Hart, CIMA®, CFP®'s Merrill Lynch Experience 1984 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1984 - Present
AT&T / Bellsouth 1978 - 1984
Education
Florida Southern College 1974 — 1978
Bachelor's Degree, Mathematics
Hollywood Hills High School 1971 — 1974
Merrill Lynch 1984 - Present
AT&T / Bellsouth 1978 - 1984
Education
Florida Southern College 1974 — 1978
Bachelor's Degree, Mathematics
Hollywood Hills High School 1971 — 1974
Charline Gabriella Piper, MBA Charline Gabriella Piper, MBA's Merrill Lynch Experience 2004 - 2005
Job CSS
Industry Real Estate
Experience
CBRE March 2014 - Present
SEC Commercial Realty Group, Inc. 2007 - 2013
David Wood Personnel 2006 - 2007
John Hancock Financial Services 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Microsoft Excel, Tenant, Training, Finance, Process Scheduler, Proposal Writing, Sales, Software Documentation, Accounts Payable, Marketing, Leases, Landlords, Legal Writing, Outlook, Referrals, Accounts Receivable, Project Planning, Property, Construction, Lease Negotiations, Customer Service, Policy
Education
Florida Metropolitan University
Master of Business Administration, International Business
Florda Metropolitan University
Bacholor of Science, Business Administration
CBRE March 2014 - Present
SEC Commercial Realty Group, Inc. 2007 - 2013
David Wood Personnel 2006 - 2007
John Hancock Financial Services 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Microsoft Excel, Tenant, Training, Finance, Process Scheduler, Proposal Writing, Sales, Software Documentation, Accounts Payable, Marketing, Leases, Landlords, Legal Writing, Outlook, Referrals, Accounts Receivable, Project Planning, Property, Construction, Lease Negotiations, Customer Service, Policy
Education
Florida Metropolitan University
Master of Business Administration, International Business
Florda Metropolitan University
Bacholor of Science, Business Administration
Michelle Mahapat Michelle Mahapat's Merrill Lynch Experience June 1989 - April 1993
Job CEO
Industry Renewables & Environment
Experience
Self-employed November 2012 - Present
UPS February 1995 - March 1999
Merrill Lynch June 1989 - April 1993
Skills
Public Speaking, Public Relations, Public Policy, Motivational Speaking, State Politics, Political Science, Marketing Management, Strategic Planning
Education
Hampton University 1992 — 1996
Master of Business Administration (MBA), Marketing/Marketing Management, General
FMU 1989 — 1992
Associate of Arts and Sciences (AAS), Political Economy
Self-employed November 2012 - Present
UPS February 1995 - March 1999
Merrill Lynch June 1989 - April 1993
Skills
Public Speaking, Public Relations, Public Policy, Motivational Speaking, State Politics, Political Science, Marketing Management, Strategic Planning
Education
Hampton University 1992 — 1996
Master of Business Administration (MBA), Marketing/Marketing Management, General
FMU 1989 — 1992
Associate of Arts and Sciences (AAS), Political Economy
Susana Barkhausen Susana Barkhausen's Merrill Lynch Experience 1995 - 2000
Job Sr. District Manager at Novartis Pharmaceuticals Corp.
Industry Pharmaceuticals
Experience
Novartis Pharmaceuticals Corp. May 2005 - Present
Novartis 2000 - Present
Merrill Lynch 1995 - 2000
Skills
Pharmaceutical Sales, Endocrinology
Education
Florida International University 1991 — 1996
Bachelor of Arts (BA), Finance and Financial Management Services
Novartis Pharmaceuticals Corp. May 2005 - Present
Novartis 2000 - Present
Merrill Lynch 1995 - 2000
Skills
Pharmaceutical Sales, Endocrinology
Education
Florida International University 1991 — 1996
Bachelor of Arts (BA), Finance and Financial Management Services
Lisa Lafontant Lisa Lafontant's Merrill Lynch Experience February 2000 - July 2003
Job Financial/Customer Service Representative
Industry Financial Services
Experience
The Hartford Financial Services April 2008 - Present
The Hartford September 2006 - Present
The Hartford 2006 - 2009
Princeton Retirement Group September 2006 - April 2008
First Investors Management Company November 2003 - June 2006
Merrill Lynch February 2000 - July 2003
Education
Jones International University 2009 — 2011
MBA, Business Administration/Entrepreneurship
Florida International University 1994 — 1999
B.S, Finance
Florida International University
B.S, International Business
The Hartford Financial Services April 2008 - Present
The Hartford September 2006 - Present
The Hartford 2006 - 2009
Princeton Retirement Group September 2006 - April 2008
First Investors Management Company November 2003 - June 2006
Merrill Lynch February 2000 - July 2003
Education
Jones International University 2009 — 2011
MBA, Business Administration/Entrepreneurship
Florida International University 1994 — 1999
B.S, Finance
Florida International University
B.S, International Business
Leonardo Cordero Leonardo Cordero's Merrill Lynch Experience January 2002 - January 2006
Job wiSource CEO & coFounder of eRetail Advisors
Industry Executive Office
Experience
wiSource Group July 2008 - Present
Cornerstone Merchant Advisors February 2005 - March 2012
Cornerstone Private Advisors LLC January 2007 - January 2008
Merrill Lynch January 2002 - January 2006
Wachovia Bank January 2000 - February 2002
AXA US January 1996 - December 2000
American Express January 1991 - January 1996
Skills
Conversion Optimization, Cost Reduction..., Logisitcs Cost..., Small Parcel Negotiation, Mobile Technology, Finance, Telecommunications, Call Center Development, E-commerce, Payments, Strategy, Private Equity, Executive Management, Marketing, Portfolio Management, Digital Strategy, Product Management, Sales, Strategic Planning, Enterprise Software, Forecasting, Contract Negotiation, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Leadership, Start-ups, Investments, Venture Capital, Entrepreneurship, Sourcing, Competitive Analysis, Management Consulting, Business Development, Corporate Development, Analytics, Business Planning, P&L Management, CRM
Education
Florida International University - College of Business 1993 — 1997
BA, Finance
Leadership
Miami Sunset 1989 — 1991
Belen Jesuit 1985 — 1988
St Kevin
wiSource Group July 2008 - Present
Cornerstone Merchant Advisors February 2005 - March 2012
Cornerstone Private Advisors LLC January 2007 - January 2008
Merrill Lynch January 2002 - January 2006
Wachovia Bank January 2000 - February 2002
AXA US January 1996 - December 2000
American Express January 1991 - January 1996
Skills
Conversion Optimization, Cost Reduction..., Logisitcs Cost..., Small Parcel Negotiation, Mobile Technology, Finance, Telecommunications, Call Center Development, E-commerce, Payments, Strategy, Private Equity, Executive Management, Marketing, Portfolio Management, Digital Strategy, Product Management, Sales, Strategic Planning, Enterprise Software, Forecasting, Contract Negotiation, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Leadership, Start-ups, Investments, Venture Capital, Entrepreneurship, Sourcing, Competitive Analysis, Management Consulting, Business Development, Corporate Development, Analytics, Business Planning, P&L Management, CRM
Education
Florida International University - College of Business 1993 — 1997
BA, Finance
Leadership
Miami Sunset 1989 — 1991
Belen Jesuit 1985 — 1988
St Kevin
Christopher Mürrle Philippsen Christopher Mürrle Philippsen's Merrill Lynch Experience August 2002 - October 2003
Job Senior Vice President at Citigold Private Client
Industry Financial Services
Experience
Citi (Citigold Private Client) January 2013 - Present
Citi (Citigold Private Client) April 2010 - December 2012
Citi (Private Bank) March 2007 - March 2010
Citi (Private Bank) October 2003 - March 2007
Merrill Lynch August 2002 - October 2003
Merrill Lynch February 2001 - July 2002
Greater Tampa Chamber of Commerce September 2000 - December 2000
Skills
Fixed Income, Investments, Asset Managment, Valuation, Trading, Asset Allocation, Economics, Strategy, Spanish, Financial Advisory, Private Banking, Loans, Management, Marketing Strategy, Series 7
Education
Florida International University - College of Business 2004 — 2005
Master, Finance
University of Tampa - John H. Sykes College of Business 1997 — 2000
BS, Marketing / Minor in Economics
Universidad ICESI 1996 — 1997
BS, Business Administration
Deutsche Schule Cali 1982 — 1995
High School
Citi (Citigold Private Client) January 2013 - Present
Citi (Citigold Private Client) April 2010 - December 2012
Citi (Private Bank) March 2007 - March 2010
Citi (Private Bank) October 2003 - March 2007
Merrill Lynch August 2002 - October 2003
Merrill Lynch February 2001 - July 2002
Greater Tampa Chamber of Commerce September 2000 - December 2000
Skills
Fixed Income, Investments, Asset Managment, Valuation, Trading, Asset Allocation, Economics, Strategy, Spanish, Financial Advisory, Private Banking, Loans, Management, Marketing Strategy, Series 7
Education
Florida International University - College of Business 2004 — 2005
Master, Finance
University of Tampa - John H. Sykes College of Business 1997 — 2000
BS, Marketing / Minor in Economics
Universidad ICESI 1996 — 1997
BS, Business Administration
Deutsche Schule Cali 1982 — 1995
High School
Jorge Maquilon, EMBA - MSF's Merrill Lynch Experience March 2007 - Present
Job Vice President, Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Banco Santander January 2004 - March 2007
Banco Santander January 2002 - January 2004
Banco Santander December 1998 - December 2002
Skills
Fixed Income, Investments, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Bloomberg, Portfolio Management, ETFs, Banking, Alternative Investments, Equities, Structured Products, Securities, Series 66, Hedge Funds, Financial Markets, Investment Strategies, Derivatives, Asset Managment, Foreign Currency...
Education
Florida International University - College of Business Administration 2006 — 2007
Master's Degree, Finance
University of Miami - School of Business 2002 — 2003
Master of Business Administration (M.B.A.), Executive MBA
Merrill Lynch March 2007 - Present
Banco Santander January 2004 - March 2007
Banco Santander January 2002 - January 2004
Banco Santander December 1998 - December 2002
Skills
Fixed Income, Investments, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Bloomberg, Portfolio Management, ETFs, Banking, Alternative Investments, Equities, Structured Products, Securities, Series 66, Hedge Funds, Financial Markets, Investment Strategies, Derivatives, Asset Managment, Foreign Currency...
Education
Florida International University - College of Business Administration 2006 — 2007
Master's Degree, Finance
University of Miami - School of Business 2002 — 2003
Master of Business Administration (M.B.A.), Executive MBA
Nicholas Fernandez's Merrill Lynch Experience January 2010 - October 2010
Job Commercial Portfolio Manager VP Wells Fargo Commercial Bank
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo May 2011 - October 2013
Bank of America Merrill Lynch November 2010 - May 2011
Merrill Lynch January 2010 - October 2010
Wachovia Securities July 2009 - February 2010
Wachovia Securities, LLC January 2007 - July 2009
Skills
Portfolio Management, Credit, Risk Management, Banking, Financial Analysis, Loans, Financial Risk, Finance, Investment Banking, Underwriting, Analysis, Competitive Analysis, Program Management, Management, Wealth Management, Strategic Planning, Securities, Outsourcing, Software Documentation, Marketing, Credit Analysis, Financial Services
Education
Florida International University - College of Business Administration 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo November 2013 - Present
Wells Fargo May 2011 - October 2013
Bank of America Merrill Lynch November 2010 - May 2011
Merrill Lynch January 2010 - October 2010
Wachovia Securities July 2009 - February 2010
Wachovia Securities, LLC January 2007 - July 2009
Skills
Portfolio Management, Credit, Risk Management, Banking, Financial Analysis, Loans, Financial Risk, Finance, Investment Banking, Underwriting, Analysis, Competitive Analysis, Program Management, Management, Wealth Management, Strategic Planning, Securities, Outsourcing, Software Documentation, Marketing, Credit Analysis, Financial Services
Education
Florida International University - College of Business Administration 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Norwyn Phillips's Merrill Lynch Experience June 1998 - April 2001
Job Instructor for Computer Science and math department at Florida Memorial University
Industry Computer & Network Security
Experience
McAfee August 2012 - Present
ITT Technical Institute September 2008 - July 2013
Florida Memorial University November 2008 - August 2012
Florida International University 2008 - 2009
Florida Career College August 2008 - November 2008
Secure Computing March 2006 - November 2008
S&H Solutions May 2005 - March 2006
Ernst & Young August 2001 - January 2005
Merrill Lynch June 1998 - April 2001
Skills
Network Security, Firewalls, Security, Computer Security, IPS, TCP/IP, VPN, Intrusion Detection, DNS, Windows Server, Active Directory, Cisco Technologies, VMware, Linux, Network Administration, Data Center, Information Security, CISSP, Troubleshooting, Virtualization
Education
Florida International University 2008 — 2011
Ph.D., Telecommunication & Networking
Nova Southeastern University 2007 — 2008
M.Sc., MIS with Concentration in Info. Sec.
New Jersey City University 2003 — 2004
BS, Business Admin in Management
Technical Career Institute 1994 — 1996
AAS, Electronic Engineering Technology
McAfee August 2012 - Present
ITT Technical Institute September 2008 - July 2013
Florida Memorial University November 2008 - August 2012
Florida International University 2008 - 2009
Florida Career College August 2008 - November 2008
Secure Computing March 2006 - November 2008
S&H Solutions May 2005 - March 2006
Ernst & Young August 2001 - January 2005
Merrill Lynch June 1998 - April 2001
Skills
Network Security, Firewalls, Security, Computer Security, IPS, TCP/IP, VPN, Intrusion Detection, DNS, Windows Server, Active Directory, Cisco Technologies, VMware, Linux, Network Administration, Data Center, Information Security, CISSP, Troubleshooting, Virtualization
Education
Florida International University 2008 — 2011
Ph.D., Telecommunication & Networking
Nova Southeastern University 2007 — 2008
M.Sc., MIS with Concentration in Info. Sec.
New Jersey City University 2003 — 2004
BS, Business Admin in Management
Technical Career Institute 1994 — 1996
AAS, Electronic Engineering Technology
Sharon Fletcher, MBA's Merrill Lynch Experience July 2007 - January 2008
Job LEADERSHIP DEV
Industry Financial Services
Experience
BB&T April 2008 - Present
BB&T April 2008 - Present
Merrill Lynch July 2007 - January 2008
Merrill Lynch July 2007 - January 2008
chitika January 2007 - July 2007
Chitika January 2007 - July 2007
Florida Southern College September 2006 - December 2006
Florida Southern College October 2003 - July 2004
Education
Florida Southern College 2008 — 2009
MBA, Business/Finance/Marketing
Florida Southern College
Master, Business Administration
Florida Southern College 2002 — 2006
Florida Southern College
Bachelor of Science, Business Administration; marketing and Finance
BB&T April 2008 - Present
BB&T April 2008 - Present
Merrill Lynch July 2007 - January 2008
Merrill Lynch July 2007 - January 2008
chitika January 2007 - July 2007
Chitika January 2007 - July 2007
Florida Southern College September 2006 - December 2006
Florida Southern College October 2003 - July 2004
Education
Florida Southern College 2008 — 2009
MBA, Business/Finance/Marketing
Florida Southern College
Master, Business Administration
Florida Southern College 2002 — 2006
Florida Southern College
Bachelor of Science, Business Administration; marketing and Finance
Raquel Wilson Construction Marketing Consultant's Merrill Lynch Experience February 2002 - March 2004
Job Interior Design, Construction Management, Project Management, Facilities Management & Owners Rep (954) 6080038
Industry Construction
Experience
Teamwork Property Management December 2007 - Present
Marva wilson @teawork Property Management 1998 - 2015
CBRE April 2006 - June 2007
Siemens Industry US May 2005 - December 2005
Song and Assoicates April 2004 - May 2005
Merrill Lynch February 2002 - March 2004
Skills
Construction, Submittals, Facilities Management, Contractors, Construction Management, Procurement, Residential Homes, AutoCAD, Renovation, Process Scheduler, Contract Management, Contract Negotiation, Tenant Improvement, Value Engineering, BIM, LEED AP, Real Estate Development, Pre-construction, Project Management, Project Coordination, Green Building, Proposal Writing, Interior Design, Project Estimation, Space planning, Interior Architecture, Design-Build, CPM Scheduling, Change Orders, Primavera P6, Construction Drawings, Subcontracting, Mixed-use, Project Control, Sustainable Design, Property Management, Real Estate, Management, Project Bidding, Design Management, Commercial Real Estate, Analysis, MS Project, Project Planning, Cost Management, Furniture, Corporate Real Estate, Disaster Recovery, Disaster Response, Budgets
Education
Florida International University - College of Law 2015 — 2018
Juris Doctorate
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (B.F.A.), Interior Design
The American college of applied arts
Bachelor of Fine Arts (BFA), Interior Design
Teamwork Property Management December 2007 - Present
Marva wilson @teawork Property Management 1998 - 2015
CBRE April 2006 - June 2007
Siemens Industry US May 2005 - December 2005
Song and Assoicates April 2004 - May 2005
Merrill Lynch February 2002 - March 2004
Skills
Construction, Submittals, Facilities Management, Contractors, Construction Management, Procurement, Residential Homes, AutoCAD, Renovation, Process Scheduler, Contract Management, Contract Negotiation, Tenant Improvement, Value Engineering, BIM, LEED AP, Real Estate Development, Pre-construction, Project Management, Project Coordination, Green Building, Proposal Writing, Interior Design, Project Estimation, Space planning, Interior Architecture, Design-Build, CPM Scheduling, Change Orders, Primavera P6, Construction Drawings, Subcontracting, Mixed-use, Project Control, Sustainable Design, Property Management, Real Estate, Management, Project Bidding, Design Management, Commercial Real Estate, Analysis, MS Project, Project Planning, Cost Management, Furniture, Corporate Real Estate, Disaster Recovery, Disaster Response, Budgets
Education
Florida International University - College of Law 2015 — 2018
Juris Doctorate
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (B.F.A.), Interior Design
The American college of applied arts
Bachelor of Fine Arts (BFA), Interior Design
Robert Hughes, JD's Merrill Lynch Experience 1997 - 2000
Job Chief Operating Officer at The McTigue Financial Group
Industry Financial Services
Experience
The McTigue Financial Group April 2004 - Present
American Express Financial Advisors 2000 - 2004
Merrill Lynch 1997 - 2000
Education
The John Marshall Law School
Juris Doctor, Law
Florida International University
Bachelor of Business Administration (BBA), Finance
The McTigue Financial Group April 2004 - Present
American Express Financial Advisors 2000 - 2004
Merrill Lynch 1997 - 2000
Education
The John Marshall Law School
Juris Doctor, Law
Florida International University
Bachelor of Business Administration (BBA), Finance
JC Mendoza's Merrill Lynch Experience May 2005 - August 2005
Job VP Capital Planning, Treasury at Deutsche Bank AG
Industry Banking
Experience
Deutsche Bank March 2014 - Present
Treliant Risk Advisors September 2012 - March 2014
Bank of America July 2008 - September 2012
Bank of America January 2007 - July 2008
Mercantil Commercebank N.A. June 2006 - December 2006
Merrill Lynch May 2005 - August 2005
United States Marine Corps January 2000 - January 2004
Education
Florida International University - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Deutsche Bank March 2014 - Present
Treliant Risk Advisors September 2012 - March 2014
Bank of America July 2008 - September 2012
Bank of America January 2007 - July 2008
Mercantil Commercebank N.A. June 2006 - December 2006
Merrill Lynch May 2005 - August 2005
United States Marine Corps January 2000 - January 2004
Education
Florida International University - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Rolando Handal's Merrill Lynch Experience May 2014 - Present
Job Financial Advisor Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
American Express October 2003 - December 2013
Santander Private Banking September 1998 - October 2003
Merrill Lynch International Bank September 1997 - September 1998
Skills
Credit Cards, Banking, Financial Services, Portfolio Management, New Business Development, Credit, Relationship Management, Mergers & Acquisitions, Finance, Payments, Financial Risk, Leadership, Credit Risk, Risk Management, Sales, Private Banking, AML, Financial Analysis, Investments, Business Planning, Strategic Partnerships, Mergers, Retail Banking, Marketing Strategy, Investment Banking, Financial Planning, Retirement Planning, Regulatory Requirements, Sales Management, Customer Experience, Customer Service, Customer Engagement, Series 7, Series 66, Mortgage Banking, NMLS Licensed, Life Insurance, Variable Annuities
Education
University of Miami - School of Business 2000 — 2002
MBA, International Business
Florida International University 1992 — 1997
International Relations, International Trade and Finance
Merrill Lynch May 2014 - Present
American Express October 2003 - December 2013
Santander Private Banking September 1998 - October 2003
Merrill Lynch International Bank September 1997 - September 1998
Skills
Credit Cards, Banking, Financial Services, Portfolio Management, New Business Development, Credit, Relationship Management, Mergers & Acquisitions, Finance, Payments, Financial Risk, Leadership, Credit Risk, Risk Management, Sales, Private Banking, AML, Financial Analysis, Investments, Business Planning, Strategic Partnerships, Mergers, Retail Banking, Marketing Strategy, Investment Banking, Financial Planning, Retirement Planning, Regulatory Requirements, Sales Management, Customer Experience, Customer Service, Customer Engagement, Series 7, Series 66, Mortgage Banking, NMLS Licensed, Life Insurance, Variable Annuities
Education
University of Miami - School of Business 2000 — 2002
MBA, International Business
Florida International University 1992 — 1997
International Relations, International Trade and Finance
Peter Trombadore, Esq.'s Merrill Lynch Experience May 1999 - May 2002
Job Matrimonial Trial Lawyer at Sasser, Cestero and Sasser, P.A.
Industry Law Practice
Experience
Sasser, Cestero and Sasser, P.A. July 2014 - Present
The Trombadore Law Firm, PLLC July 2011 - Present
Barranco & Kircher, P.A. June 2013 - January 2014
Brown and Heller, P.A. January 2012 - March 2013
Kozyak Tropin & Throckmorton Law Firm September 2010 - March 2011
United States Securities & Exchange Commission January 2009 - August 2009
Judge Jacqueline Hogan Scola May 2007 - July 2007
United States Senator Mel Martinez January 2007 - May 2007
United States Securities & Exchange Commission May 2006 - August 2006
Merrill Lynch May 1999 - May 2002
Skills
Legal Research, Legal Writing, Litigation, Family Law, Fraud, Divorce Law, Contempt Actions, Child Support, Time-sharing, Equitable Distribution, Alimony, Trials, Negotiation, Cross Examination, Depositions, Appeals, Motions, Trial Practice
Education
Florida International University - College of Law 2007 — 2009
JD
University of Miami - School of Business 2005 — 2006
MBA
University of Miami - School of Business 2002 — 2005
BBA, Finance
Sasser, Cestero and Sasser, P.A. July 2014 - Present
The Trombadore Law Firm, PLLC July 2011 - Present
Barranco & Kircher, P.A. June 2013 - January 2014
Brown and Heller, P.A. January 2012 - March 2013
Kozyak Tropin & Throckmorton Law Firm September 2010 - March 2011
United States Securities & Exchange Commission January 2009 - August 2009
Judge Jacqueline Hogan Scola May 2007 - July 2007
United States Senator Mel Martinez January 2007 - May 2007
United States Securities & Exchange Commission May 2006 - August 2006
Merrill Lynch May 1999 - May 2002
Skills
Legal Research, Legal Writing, Litigation, Family Law, Fraud, Divorce Law, Contempt Actions, Child Support, Time-sharing, Equitable Distribution, Alimony, Trials, Negotiation, Cross Examination, Depositions, Appeals, Motions, Trial Practice
Education
Florida International University - College of Law 2007 — 2009
JD
University of Miami - School of Business 2005 — 2006
MBA
University of Miami - School of Business 2002 — 2005
BBA, Finance
srinivas lingamaneni's Merrill Lynch Experience October 2000 - May 2009
Job Director at UBS
Industry Financial Services
Experience
UBS June 2009 - Present
UBS Investment Bank 2009 - Present
Merrill Lynch October 2000 - May 2009
Merrill Lynch 2000 - 2009
Merrill Lynch 2000 - 2008
Skills
Credit Derivatives
Education
Osmania University 1986 — 1990
BE, Computer Science & Engineering
Florida International University
UBS June 2009 - Present
UBS Investment Bank 2009 - Present
Merrill Lynch October 2000 - May 2009
Merrill Lynch 2000 - 2009
Merrill Lynch 2000 - 2008
Skills
Credit Derivatives
Education
Osmania University 1986 — 1990
BE, Computer Science & Engineering
Florida International University
Juan Martin Recio's Merrill Lynch Experience August 1999 - August 2005
Job Relationship Manager at Itaú Unibanco
Industry Financial Services
Experience
Itaú Unibanco October 2011 - Present
HSBC August 2005 - September 2011
Merrill Lynch August 1999 - August 2005
Skills
Asset Management, Banking, Equities, Fixed Income, Portfolio Management, Private Banking, Relationship Management, Wealth Management, Capital Markets, Financial Markets, Investments, Financial Services
Education
Florida International University 2000 — 2003
Itaú Unibanco October 2011 - Present
HSBC August 2005 - September 2011
Merrill Lynch August 1999 - August 2005
Skills
Asset Management, Banking, Equities, Fixed Income, Portfolio Management, Private Banking, Relationship Management, Wealth Management, Capital Markets, Financial Markets, Investments, Financial Services
Education
Florida International University 2000 — 2003
Dominick Nigra, MBA's Merrill Lynch Experience February 2001 - April 2003
Job Operations/Finance/Business Analyst
Industry Financial Services
Experience
Heartland Underwriters, LLC March 2012 - Present
TBC Corporation April 2008 - March 2012
ARS National Services November 2005 - February 2008
National Consumer Marketing July 2003 - October 2005
Merrill Lynch February 2001 - April 2003
Stonecutters, Inc. April 1997 - December 1999
US Navy October 1989 - February 1997
Skills
Accounts Receivable, PowerPoint, Excel, Word, Customer Service, Process Improvement, Analysis, Credit, Microsoft Office, Data Analysis, SAP, Negotiation, Problem Solving, Customer Relations, JD Edwards, Account Management, Outlook, Research, Call Center, Policy, Business Analysis, Coaching, Mentoring, Spreadsheets, Financial Analysis, Microsoft Excel, Accounting, Credit Risk, Risk Management, Account Reconciliation, Management, Sales, Insurance, Leadership, Training, Portfolio Management, Budgets, Access, Inventory Management, Customer Satisfaction, Pricing, ERP, Financial Reporting, Payroll, Accounts Payable, Team Building, Software Documentation, Sarbanes-Oxley Act, Process Scheduler, Operations Management
Education
University of Phoenix 2008 — 2010
MBA, Finance, operations, management
Florida Metropolitan University 2001 — 2005
BA, Finance, accounting, management, operations
Heartland Underwriters, LLC March 2012 - Present
TBC Corporation April 2008 - March 2012
ARS National Services November 2005 - February 2008
National Consumer Marketing July 2003 - October 2005
Merrill Lynch February 2001 - April 2003
Stonecutters, Inc. April 1997 - December 1999
US Navy October 1989 - February 1997
Skills
Accounts Receivable, PowerPoint, Excel, Word, Customer Service, Process Improvement, Analysis, Credit, Microsoft Office, Data Analysis, SAP, Negotiation, Problem Solving, Customer Relations, JD Edwards, Account Management, Outlook, Research, Call Center, Policy, Business Analysis, Coaching, Mentoring, Spreadsheets, Financial Analysis, Microsoft Excel, Accounting, Credit Risk, Risk Management, Account Reconciliation, Management, Sales, Insurance, Leadership, Training, Portfolio Management, Budgets, Access, Inventory Management, Customer Satisfaction, Pricing, ERP, Financial Reporting, Payroll, Accounts Payable, Team Building, Software Documentation, Sarbanes-Oxley Act, Process Scheduler, Operations Management
Education
University of Phoenix 2008 — 2010
MBA, Finance, operations, management
Florida Metropolitan University 2001 — 2005
BA, Finance, accounting, management, operations
Daniel Diago's Merrill Lynch Experience May 2007 - August 2007
Job Revenue Recognition Senior Accountant at SAP
Industry Accounting
Experience
SAP International May 2013 - Present
SAP International November 2011 - May 2013
ED&F Man November 2010 - November 2011
Ernst & Young May 2008 - January 2011
SAP International 2008 - 2008
Merrill Lynch May 2007 - August 2007
Education
University of Notre Dame 2008 — 2009
MS, Accountancy
Florida International University - College of Business 2003 — 2008
SAP International May 2013 - Present
SAP International November 2011 - May 2013
ED&F Man November 2010 - November 2011
Ernst & Young May 2008 - January 2011
SAP International 2008 - 2008
Merrill Lynch May 2007 - August 2007
Education
University of Notre Dame 2008 — 2009
MS, Accountancy
Florida International University - College of Business 2003 — 2008
Adria Youngblood's Merrill Lynch Experience January 2010 - Present
Job AVP, Project Manager at Merrill Lynch
Industry Financial Services
Experience
Plexus Worldwide, Inc. October 2013 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch June 2001 - December 2009
Lincoln Financial Advisors 1999 - 2001
VALIC 1998 - 1999
Skills
Fixed Annuities, Financial Services, Relationship Management, Insurance, Mutual Funds, Operations Management, Business Analysis, Financial Advisory, Securities, Strategic Financial..., Project Management, Business Requirements, User Acceptance Testing
Education
Florida Community College at Jacksonville
Associate of Arts (AA)
Plexus Worldwide, Inc. October 2013 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch June 2001 - December 2009
Lincoln Financial Advisors 1999 - 2001
VALIC 1998 - 1999
Skills
Fixed Annuities, Financial Services, Relationship Management, Insurance, Mutual Funds, Operations Management, Business Analysis, Financial Advisory, Securities, Strategic Financial..., Project Management, Business Requirements, User Acceptance Testing
Education
Florida Community College at Jacksonville
Associate of Arts (AA)
Virginia Lang-Frow's Merrill Lynch Experience June 1981 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1981 - Present
Skills
Fixed Income, Series 7, CRM, Series 63, Investments, Portfolio Management, Securities
Education
Florida International University
Merrill Lynch June 1981 - Present
Skills
Fixed Income, Series 7, CRM, Series 63, Investments, Portfolio Management, Securities
Education
Florida International University
Janice Crawford's Merrill Lynch Experience October 2009 - Present
Job Director
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Banc of America Investments April 2007 - October 2009
Bank of America June 1994 - April 2006
banc of america investment services 1994 - 2002
Biltmore Capital Group 1989 - 1992
Dean Witter 1983 - 1989
Skills
Wealth Management, Banking, Series 7, Investments, Financial Services, Mutual Funds, Investment Advisory, Portfolio Management, Equities, Alternative Investments, Fixed Income, Mortgage Lending, Retirement Planning, Series 63, Capital Markets, Securities, Commercial Banking, Credit, Hedge Funds
Education
BAC Six Sigma Program 2007 — 2007
Green Belt, Six Sigma
Wharton 2005 — 2005
Executive Managment Course
College For Financial Planning 1997 — 1998
AAMS, Accredited Asset Management Specialist
Florida International University - College of Business 1981 — 1983
MBA, Marketing/Finance
Florida International University - College of Business 1979 — 1981
BBA, Business/Marketing
Merrill Lynch October 2009 - Present
Banc of America Investments April 2007 - October 2009
Bank of America June 1994 - April 2006
banc of america investment services 1994 - 2002
Biltmore Capital Group 1989 - 1992
Dean Witter 1983 - 1989
Skills
Wealth Management, Banking, Series 7, Investments, Financial Services, Mutual Funds, Investment Advisory, Portfolio Management, Equities, Alternative Investments, Fixed Income, Mortgage Lending, Retirement Planning, Series 63, Capital Markets, Securities, Commercial Banking, Credit, Hedge Funds
Education
BAC Six Sigma Program 2007 — 2007
Green Belt, Six Sigma
Wharton 2005 — 2005
Executive Managment Course
College For Financial Planning 1997 — 1998
AAMS, Accredited Asset Management Specialist
Florida International University - College of Business 1981 — 1983
MBA, Marketing/Finance
Florida International University - College of Business 1979 — 1981
BBA, Business/Marketing
Octavio Mestre's Merrill Lynch Experience April 2006 - May 2011
Job Founder/Managing Director at IWPS
Industry Financial Services
Experience
IWPS September 2012 - Present
HSBC Private Bank May 2011 - April 2012
Merrill Lynch April 2006 - May 2011
Skills
Wealth Management, Investments, Portfolio Management, Trust Services, Wealth Management..., Alternative Investments, Estate Planning, Wealth, Tax, Private Banking, Asset Management, Trusts, Securities, High Net Worth..., Financial Advisory, Financial Services, Relationship Management, Family Office, Investment Advisory, Financial Structuring, Corporate Finance, Investment Banking, Retirement Planning, Financial Markets, Finance, AML, Mergers & Acquisitions, Private Equity
Education
Florida State University College of Law 1989 — 1992
Doctor of Law (J.D.)
Florida International University - College of Business Administration 1985 — 1989
Bachelor of Business Administration (B.B.A.)
IWPS September 2012 - Present
HSBC Private Bank May 2011 - April 2012
Merrill Lynch April 2006 - May 2011
Skills
Wealth Management, Investments, Portfolio Management, Trust Services, Wealth Management..., Alternative Investments, Estate Planning, Wealth, Tax, Private Banking, Asset Management, Trusts, Securities, High Net Worth..., Financial Advisory, Financial Services, Relationship Management, Family Office, Investment Advisory, Financial Structuring, Corporate Finance, Investment Banking, Retirement Planning, Financial Markets, Finance, AML, Mergers & Acquisitions, Private Equity
Education
Florida State University College of Law 1989 — 1992
Doctor of Law (J.D.)
Florida International University - College of Business Administration 1985 — 1989
Bachelor of Business Administration (B.B.A.)
Vania Laguerre's Merrill Lynch Experience September 2009 - Present
Job Senior Resident Director/Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Merrill Lynch 2006 - 2012
Merrill Lynch December 1988 - December 2006
Skills
Wealth Management, Talent Acquisition, Asset Allocation, Investments
Education
Florida International University - College of Business 1984 — 1986
BA, Finance/International Business
Merrill Lynch September 2009 - Present
Merrill Lynch 2006 - 2012
Merrill Lynch December 1988 - December 2006
Skills
Wealth Management, Talent Acquisition, Asset Allocation, Investments
Education
Florida International University - College of Business 1984 — 1986
BA, Finance/International Business
Sanjev Agnihotri's Merrill Lynch Experience 2014 - 2015
Job Sr. Business Intelligence\Database Developer
Industry Information Technology and Services
Experience
Carnival Cruise Line 2015 - Present
Merrill Lynch 2014 - 2015
Lender Processing Services, Inc. (LPS) August 2011 - May 2014
Onboard Media Service August 2009 - January 2010
Skills
Databases, Microsoft SQL Server, Oracle, SSRS, T-SQL
Education
Florida International University 1990 — 1995
Bacholars of Science, Computer Science
Carnival Cruise Line 2015 - Present
Merrill Lynch 2014 - 2015
Lender Processing Services, Inc. (LPS) August 2011 - May 2014
Onboard Media Service August 2009 - January 2010
Skills
Databases, Microsoft SQL Server, Oracle, SSRS, T-SQL
Education
Florida International University 1990 — 1995
Bacholars of Science, Computer Science
Ana Regina Mota's Merrill Lynch Experience February 2011 - September 2011
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Citi September 2011 - July 2012
Merrill Lynch February 2011 - September 2011
Bank of America January 2010 - July 2011
Banco Itaú 2007 - 2007
BankBoston International 2002 - 2007
BankBoston 2002 - 2006
Education
Florida International University - College of Business Administration 2000 — 2001
Master, International Business
Wells Fargo Advisors, LLC July 2012 - Present
Citi September 2011 - July 2012
Merrill Lynch February 2011 - September 2011
Bank of America January 2010 - July 2011
Banco Itaú 2007 - 2007
BankBoston International 2002 - 2007
BankBoston 2002 - 2006
Education
Florida International University - College of Business Administration 2000 — 2001
Master, International Business
Jack Commander's Merrill Lynch Experience November 2009 - January 2015
Job Commander Management, Inc.
Industry Financial Services
Experience
Merrill Lynch November 2009 - January 2015
Skills
Strategic Financial..., Asset Management, Business Development, Wealth Management, Team Building, Estate Planning, Investments, Process Improvement, Program Management, Retirement Planning, Commercial Lending, Series 7, Budgets, Public Speaking, Investment Advisory, Portfolio Management, IRAs, Equities, Insurance, Financial Advisory, Securities, Asset Allocation, Uniform Combined State..., Alternative Investments, Event Planning, Fixed Annuities, Mutual Funds, Finance, Financial Planning, Executive Management, Financial Modeling, Wealth Management..., Financial Services, Strategy, Banking, Series 63
Education
University of Central Florida
B.S. Engineering, Civil Engineering
Florida Southern College
B.S. Business Administration, Finance & Marketing
Merrill Lynch November 2009 - January 2015
Skills
Strategic Financial..., Asset Management, Business Development, Wealth Management, Team Building, Estate Planning, Investments, Process Improvement, Program Management, Retirement Planning, Commercial Lending, Series 7, Budgets, Public Speaking, Investment Advisory, Portfolio Management, IRAs, Equities, Insurance, Financial Advisory, Securities, Asset Allocation, Uniform Combined State..., Alternative Investments, Event Planning, Fixed Annuities, Mutual Funds, Finance, Financial Planning, Executive Management, Financial Modeling, Wealth Management..., Financial Services, Strategy, Banking, Series 63
Education
University of Central Florida
B.S. Engineering, Civil Engineering
Florida Southern College
B.S. Business Administration, Finance & Marketing
Ashton Medina, CFA's Merrill Lynch Experience May 2009 - August 2009
Job at
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
US Trust Bank of America January 2012 - May 2013
LAFISE SECURITIES September 2009 - January 2012
Merrill Lynch May 2009 - August 2009
Skills
Portfolio Management, Investments, Bloomberg, Equities, Fixed Income, Securities, Asset Allocation, Wealth Management, Financial Analysis, Financial Markets
Education
Florida International University - College of Business 2007 — 2009
Bachelor, Finance, Certificate in Banking
Wells Fargo June 2013 - Present
US Trust Bank of America January 2012 - May 2013
LAFISE SECURITIES September 2009 - January 2012
Merrill Lynch May 2009 - August 2009
Skills
Portfolio Management, Investments, Bloomberg, Equities, Fixed Income, Securities, Asset Allocation, Wealth Management, Financial Analysis, Financial Markets
Education
Florida International University - College of Business 2007 — 2009
Bachelor, Finance, Certificate in Banking
Claudia Alvarez's Merrill Lynch Experience January 2009 - April 2009
Job Financial professional at Well Fargo Bank
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo March 2013 - October 2013
Wells Fargo April 2012 - January 2013
Bank of America December 2009 - April 2012
Merrill Lynch January 2009 - April 2009
Florida International University September 2006 - April 2009
Skills
Finance, Credit, Mortgage Lending, Customer Service, Time Management, Customer Retention, Customer Satisfaction, Sales Finance, Spanish, Management, Small Business Lending, CRM, Retail Banking, Bilingual-Spanish, written Spanish, Financial Marketing, Microsoft Office, Financial Services, Financial Policies &..., Marketing for Small..., Small Business, Personal Finance, Financial Sales, Computer Literate, Financial Advice, Sales Process, Sales Support, Mortgage Banking, Residential Mortgages, FHA financing, Office Management, Small Business..., small business banking, Sales, Banking, Loans, Leadership
Education
William Paterson University of New Jersey 2015 — 2017
Master of Business Administration (MBA), Accounting
New York University 2012 — 2012
Professional Courses: Financial Statement Analysis, Corporate Finance, Business Communication
Florida International University - College of Business Administration 2006 — 2009
Bachelor's degree, Finance, International Business, Overall GPA: 3.70
Wells Fargo October 2013 - Present
Wells Fargo March 2013 - October 2013
Wells Fargo April 2012 - January 2013
Bank of America December 2009 - April 2012
Merrill Lynch January 2009 - April 2009
Florida International University September 2006 - April 2009
Skills
Finance, Credit, Mortgage Lending, Customer Service, Time Management, Customer Retention, Customer Satisfaction, Sales Finance, Spanish, Management, Small Business Lending, CRM, Retail Banking, Bilingual-Spanish, written Spanish, Financial Marketing, Microsoft Office, Financial Services, Financial Policies &..., Marketing for Small..., Small Business, Personal Finance, Financial Sales, Computer Literate, Financial Advice, Sales Process, Sales Support, Mortgage Banking, Residential Mortgages, FHA financing, Office Management, Small Business..., small business banking, Sales, Banking, Loans, Leadership
Education
William Paterson University of New Jersey 2015 — 2017
Master of Business Administration (MBA), Accounting
New York University 2012 — 2012
Professional Courses: Financial Statement Analysis, Corporate Finance, Business Communication
Florida International University - College of Business Administration 2006 — 2009
Bachelor's degree, Finance, International Business, Overall GPA: 3.70
Jorge R. Cortes's Merrill Lynch Experience June 2011 - October 2011
Job Investments
Industry Investment Management
Experience
International Assets Advisory July 2013 - August 2014
Wells Fargo October 2011 - July 2013
Merrill Lynch June 2011 - October 2011
Wells Fargo Advisors January 2011 - July 2011
CBG Financial / Gunn Allen Financial February 2008 - December 2010
Skills
Asset Management, Series 7, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Investments, Banking, Credit, Financial Analysis, Financial Markets, Finance, Loans, Sales, Management, Mutual Funds, Private Banking, Securities, Equities
Education
Florida International University - College of Business Administration
Finances, Economics, Banking
International Assets Advisory July 2013 - August 2014
Wells Fargo October 2011 - July 2013
Merrill Lynch June 2011 - October 2011
Wells Fargo Advisors January 2011 - July 2011
CBG Financial / Gunn Allen Financial February 2008 - December 2010
Skills
Asset Management, Series 7, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Investments, Banking, Credit, Financial Analysis, Financial Markets, Finance, Loans, Sales, Management, Mutual Funds, Private Banking, Securities, Equities
Education
Florida International University - College of Business Administration
Finances, Economics, Banking
Nick Rufin's Merrill Lynch Experience January 2010 - April 2010
Job Information systems consultant BPC Configuration
Industry Information Technology and Services
Experience
Virtusa July 2014 - Present
Bank of America February 2014 - July 2014
Bank of America July 2011 - January 2014
Bank of America May 2010 - June 2011
Merrill Lynch January 2010 - April 2010
Beckman Coulter March 2009 - April 2010
Brookstone October 2007 - March 2009
Pier 1 Kids January 2007 - October 2007
Blockbuster October 2000 - December 2006
Skills
Customer Service, Inventory Management, Microsoft Office, Microsoft Excel, Sales, Forecasting, Customer Satisfaction, Outlook, Retail, PowerPoint, Access, Training, Financial Analysis, Microsoft Word, Budgets, Management, Time Management, Leadership, Team Leadership, Data Analysis, Financial Reporting, Marketing, Process Improvement, Accounting, Change Management, Strategic Planning, Operations Management, System Administration, Windows, Troubleshooting, Visio, Project Management, Analysis, Software Documentation, Team Building, SharePoint, SAP, Finance, Banking, Financial Modeling, Lotus Notes, Business Process..., Business Analysis, Program Management, Project Planning, Coaching, Risk Management, Cross-functional Team..., Essbase, Investments
Education
Florida International University - College of Business 2008 — 2010
Bachelor of Business Administration, Finance
Miami Dade College 2005 — 2007
Associate, Business Administration
Virtusa July 2014 - Present
Bank of America February 2014 - July 2014
Bank of America July 2011 - January 2014
Bank of America May 2010 - June 2011
Merrill Lynch January 2010 - April 2010
Beckman Coulter March 2009 - April 2010
Brookstone October 2007 - March 2009
Pier 1 Kids January 2007 - October 2007
Blockbuster October 2000 - December 2006
Skills
Customer Service, Inventory Management, Microsoft Office, Microsoft Excel, Sales, Forecasting, Customer Satisfaction, Outlook, Retail, PowerPoint, Access, Training, Financial Analysis, Microsoft Word, Budgets, Management, Time Management, Leadership, Team Leadership, Data Analysis, Financial Reporting, Marketing, Process Improvement, Accounting, Change Management, Strategic Planning, Operations Management, System Administration, Windows, Troubleshooting, Visio, Project Management, Analysis, Software Documentation, Team Building, SharePoint, SAP, Finance, Banking, Financial Modeling, Lotus Notes, Business Process..., Business Analysis, Program Management, Project Planning, Coaching, Risk Management, Cross-functional Team..., Essbase, Investments
Education
Florida International University - College of Business 2008 — 2010
Bachelor of Business Administration, Finance
Miami Dade College 2005 — 2007
Associate, Business Administration
Thomas Mokross's Merrill Lynch Experience September 2011 - December 2011
Job Assistant Vice President, Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America 2014 - Present
Bank of America 2012 - 2014
Merrill Lynch September 2011 - December 2011
J.P. Morgan May 2011 - August 2011
Science Applications International Corporation (SAIC) August 2008 - August 2009
U.S. Army April 2004 - September 2008
Skills
Analysis, Banking, Corporate Finance, DoD, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Intelligence, Investments, Management, Managerial Finance, Mergers, Microsoft Office, Military Operations, Portfolio Management, Wealth Management
Education
University of Florida
Master of Business Administration (M.B.A.), Hough Graduate School of Business
Florida International University - College of Business 2010 — 2012
Bachelor's Degree, Finance
Sapiens
High School
Bank of America 2014 - Present
Bank of America 2012 - 2014
Merrill Lynch September 2011 - December 2011
J.P. Morgan May 2011 - August 2011
Science Applications International Corporation (SAIC) August 2008 - August 2009
U.S. Army April 2004 - September 2008
Skills
Analysis, Banking, Corporate Finance, DoD, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Intelligence, Investments, Management, Managerial Finance, Mergers, Microsoft Office, Military Operations, Portfolio Management, Wealth Management
Education
University of Florida
Master of Business Administration (M.B.A.), Hough Graduate School of Business
Florida International University - College of Business 2010 — 2012
Bachelor's Degree, Finance
Sapiens
High School
Mark van der Eijk's Merrill Lynch Experience August 2004 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
SunTrust Bank November 1986 - August 2004
Education
Florida International University
Master's degree, International Business
Florida International University
Bachelor's degree, Hospitality Administration/Management
Hotel Management School Maastricht
Bachelor's degree, Hospitality Administration/Management
Merrill Lynch August 2004 - Present
SunTrust Bank November 1986 - August 2004
Education
Florida International University
Master's degree, International Business
Florida International University
Bachelor's degree, Hospitality Administration/Management
Hotel Management School Maastricht
Bachelor's degree, Hospitality Administration/Management
Benjamin Vilchez's Merrill Lynch Experience January 2009 - December 2009
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 2010 - Present
Merrill Lynch January 2009 - December 2009
Skills
Investments, Retirement Planning, Retirement, Estate Planning, Insurance, Risk Management, Wealth Management, 401k, Strategic Financial..., Financial Planning, Mutual Funds, Series 65, Annuities, Series 6, Long Term Care, Wealth, Securities, Savings, Wealth Accumulation..., Wealth Preservation..., Fixed Annuities, Management, Portfolio Management, Financial Services
Education
Florida International University - College of Business 2007 — 2009
Bachelor's degree, Finance
Prudential Financial 2010 - Present
Merrill Lynch January 2009 - December 2009
Skills
Investments, Retirement Planning, Retirement, Estate Planning, Insurance, Risk Management, Wealth Management, 401k, Strategic Financial..., Financial Planning, Mutual Funds, Series 65, Annuities, Series 6, Long Term Care, Wealth, Securities, Savings, Wealth Accumulation..., Wealth Preservation..., Fixed Annuities, Management, Portfolio Management, Financial Services
Education
Florida International University - College of Business 2007 — 2009
Bachelor's degree, Finance
Matthew Watren's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Retirement Planning, Wealth Management, Series 7
Education
Florida International University
Merrill Lynch
Skills
Retirement Planning, Wealth Management, Series 7
Education
Florida International University
Roger Beguiristain's Merrill Lynch Experience 1994 - 1997
Job Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC May 1997 - Present
Merrill Lynch 1994 - 1997
American Express January 1983 - June 1994
Education
Florida International University 1977 — 1979
BBS, Accounting
Wells Fargo Advisors LLC May 1997 - Present
Merrill Lynch 1994 - 1997
American Express January 1983 - June 1994
Education
Florida International University 1977 — 1979
BBS, Accounting
Khaleid Castelle's Merrill Lynch Experience August 2010 - December 2010
Job Investment Associate at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International February 2011 - Present
Merrill Lynch August 2010 - December 2010
Education
Florida International University 2011 — 2012
Master's degree, Finance and Financial Management Services
Florida International University
Bachelor, Business Administration; Finance
Fiduciary Trust Company International February 2011 - Present
Merrill Lynch August 2010 - December 2010
Education
Florida International University 2011 — 2012
Master's degree, Finance and Financial Management Services
Florida International University
Bachelor, Business Administration; Finance
Joshua Hidalgo's Merrill Lynch Experience July 2011 - Present
Job Financial Analyst at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - May 2011
JP Morgan June 2010 - August 2010
Sponsors for Educational Opportunity 2010 - 2010
Skills
Wealth Management..., Wealth Management, Private Banking, Financial Modeling, Finance, Equities, Bloomberg, Asset Management, Fixed Income
Education
Florida International University - College of Business 2006 — 2010
Merrill Lynch July 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - May 2011
JP Morgan June 2010 - August 2010
Sponsors for Educational Opportunity 2010 - 2010
Skills
Wealth Management..., Wealth Management, Private Banking, Financial Modeling, Finance, Equities, Bloomberg, Asset Management, Fixed Income
Education
Florida International University - College of Business 2006 — 2010
Laurie Reddish's Merrill Lynch Experience October 2012 - Present
Job High Net Worth Underwriting Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
JPMorgan Chase June 2009 - October 2012
Skills
Auditing, Credit Analysis, Enterprise Risk..., Financial Analysis, Financial Risk, Loans, Project Management, Due Diligence, Risk Management, Banking, Financial Modeling, Strategy, Portfolio Management, Credit, Loan Origination, Investments, Marketing, Asset Management
Education
Florida International University - College of Business 2014 — 2015
Master's Degree, Real Estate, A
Liberty University 2009 — 2011
Bachelor of Applied Science (BASc), Finance, General, 3.2
Merrill Lynch October 2012 - Present
JPMorgan Chase June 2009 - October 2012
Skills
Auditing, Credit Analysis, Enterprise Risk..., Financial Analysis, Financial Risk, Loans, Project Management, Due Diligence, Risk Management, Banking, Financial Modeling, Strategy, Portfolio Management, Credit, Loan Origination, Investments, Marketing, Asset Management
Education
Florida International University - College of Business 2014 — 2015
Master's Degree, Real Estate, A
Liberty University 2009 — 2011
Bachelor of Applied Science (BASc), Finance, General, 3.2
Damon Perez, MBA's Merrill Lynch Experience February 2014 - December 2014
Job VP, Regional Home Loans Manager at Bank of America
Industry Financial Services
Experience
Bank of America January 2015 - Present
Merrill Lynch February 2014 - December 2014
Merrill Lynch June 2010 - February 2014
PHH Mortgage November 2008 - June 2010
PHH Mortgage February 2007 - November 2008
PHH Mortgage February 2005 - February 2007
Moe's Southwest Grill November 2001 - February 2005
Skills
Credit, Loans, Mortgage Lending, Wealth Management, Banking, Credit Analysis, Financial Advisory, Financial Services, Series 7, Loan Origination, Finance, Cash Management, Sales Management, Mortgage Banking, Series 63, Private Banking, Commercial Banking, Securities Lending, Asset Based Lending, Financial Analysis, Portfolio Management, Strategic Financial..., Account Management, Team Management, Operations Management, Small Business..., Series 24, Relationship Management, Securities, Financial Planning
Education
Florida International University - College of Business Administration 2011 — 2012
Masters of Business Administration, Business Administration and Management, General, 3.9
University of Phoenix 2005 — 2007
B.S, Accounting
Bank of America January 2015 - Present
Merrill Lynch February 2014 - December 2014
Merrill Lynch June 2010 - February 2014
PHH Mortgage November 2008 - June 2010
PHH Mortgage February 2007 - November 2008
PHH Mortgage February 2005 - February 2007
Moe's Southwest Grill November 2001 - February 2005
Skills
Credit, Loans, Mortgage Lending, Wealth Management, Banking, Credit Analysis, Financial Advisory, Financial Services, Series 7, Loan Origination, Finance, Cash Management, Sales Management, Mortgage Banking, Series 63, Private Banking, Commercial Banking, Securities Lending, Asset Based Lending, Financial Analysis, Portfolio Management, Strategic Financial..., Account Management, Team Management, Operations Management, Small Business..., Series 24, Relationship Management, Securities, Financial Planning
Education
Florida International University - College of Business Administration 2011 — 2012
Masters of Business Administration, Business Administration and Management, General, 3.9
University of Phoenix 2005 — 2007
B.S, Accounting
Mark Jesson Daniel's Merrill Lynch Experience January 2005 - May 2005
Job Senior Relationship Manager, VP
Industry Banking
Experience
Wells Fargo September 2013 - Present
Wells Fargo November 2010 - August 2013
Mercantile Bank, a trade name of TD Bank, N.A. 2008 - 2010
SunTrust Bank 2005 - 2008
Merrill Lynch January 2005 - May 2005
Skills
Credit, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Mortgage Lending, Financial Analysis, Asset Based Lending, Lines Of Credit
Education
Florida International University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo September 2013 - Present
Wells Fargo November 2010 - August 2013
Mercantile Bank, a trade name of TD Bank, N.A. 2008 - 2010
SunTrust Bank 2005 - 2008
Merrill Lynch January 2005 - May 2005
Skills
Credit, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Mortgage Lending, Financial Analysis, Asset Based Lending, Lines Of Credit
Education
Florida International University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Joshua Frieze, MSHL, BBA's Merrill Lynch Experience July 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Bank of America August 2014 - July 2015
South Florida Real Estate Service August 2011 - August 2014
Memorial Healthcare System January 2013 - June 2013
Vitas Innovative Hospice Care August 2009 - August 2011
ADP TotalSource 2007 - 2008
Tijuana Flats Burrito Company 2004 - 2007
Skills
Leadership, Management, Customer Service, Strategic Planning, Training, Human Resources, Sales, Marketing, Process Improvement, Budgets, Data Analysis, Public Speaking, Creative Problem Solving, Healthcare Information...
Education
Nova Southeastern University 2010 — 2012
M.S.H.L., Health Law
Florida International University - College of Business 2006 — 2008
BBA, Business Management and International Business
Sandler Training
Merrill Lynch July 2015 - Present
Bank of America August 2014 - July 2015
South Florida Real Estate Service August 2011 - August 2014
Memorial Healthcare System January 2013 - June 2013
Vitas Innovative Hospice Care August 2009 - August 2011
ADP TotalSource 2007 - 2008
Tijuana Flats Burrito Company 2004 - 2007
Skills
Leadership, Management, Customer Service, Strategic Planning, Training, Human Resources, Sales, Marketing, Process Improvement, Budgets, Data Analysis, Public Speaking, Creative Problem Solving, Healthcare Information...
Education
Nova Southeastern University 2010 — 2012
M.S.H.L., Health Law
Florida International University - College of Business 2006 — 2008
BBA, Business Management and International Business
Sandler Training
Carlos Gamarra's Merrill Lynch Experience October 2008 - October 2008
Job Sr. Financial Analyst at Brightstar
Industry Telecommunications
Experience
Brightstar December 2012 - Present
Brightstar September 2010 - November 2012
World Fuel Services July 2009 - September 2010
Merrill Lynch October 2008 - October 2008
Skills
Financial Analysis, Computer Literate, Financial Modeling, Corporate Finance, Business Strategy, Business Management, Project Finance, Structured Finance, Trade Finance, International Finance, Quantitative Finance, Spanish, Spanish translation, Negotiation, Bloomberg Terminal, Microsoft Office, Excel, Financial Statement..., Management, Credit Risk, Microsoft Excel, Financial Risk, Forecasting, Finance, Credit, Risk Management, Accounts Receivable, Financial Reporting, Strategic Financial..., Managerial Finance, Cash Management, Auditing, Business Planning, Credit Analysis, Competitive Analysis, Analysis, Accounting, Variance Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Treasury Management, Financial Audits, Treasury, Mergers & Acquisitions, Financial Accounting, Banking, Account Reconciliation, Internal Audit, Valuation
Education
University of Florida 2015 — 2016
Master of Business Administration (M.B.A.)
Florida International University - College of Business 2005 — 2009
Finance, Business
Brightstar December 2012 - Present
Brightstar September 2010 - November 2012
World Fuel Services July 2009 - September 2010
Merrill Lynch October 2008 - October 2008
Skills
Financial Analysis, Computer Literate, Financial Modeling, Corporate Finance, Business Strategy, Business Management, Project Finance, Structured Finance, Trade Finance, International Finance, Quantitative Finance, Spanish, Spanish translation, Negotiation, Bloomberg Terminal, Microsoft Office, Excel, Financial Statement..., Management, Credit Risk, Microsoft Excel, Financial Risk, Forecasting, Finance, Credit, Risk Management, Accounts Receivable, Financial Reporting, Strategic Financial..., Managerial Finance, Cash Management, Auditing, Business Planning, Credit Analysis, Competitive Analysis, Analysis, Accounting, Variance Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Treasury Management, Financial Audits, Treasury, Mergers & Acquisitions, Financial Accounting, Banking, Account Reconciliation, Internal Audit, Valuation
Education
University of Florida 2015 — 2016
Master of Business Administration (M.B.A.)
Florida International University - College of Business 2005 — 2009
Finance, Business
Adem Dorman's Merrill Lynch Experience May 2014 - Present
Job Client Service Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch March 2013 - May 2014
Merrill Lynch November 2009 - February 2013
Eddie Bauer January 2007 - November 2009
Eddie Bauer January 2004 - December 2006
Eddie Bauer January 2003 - December 2003
Skills
Equities, Investments, Risk Management, Fixed Income, Wealth Management, Series 7, Mutual Funds, Business Analysis, Microsoft Excel, Finance, Hedge Funds, Series 63, Trading, Microsoft Office, Insurance, Customer Service, Securities, Financial Services, 401k, Equity Trading, Retirement, Client Services
Education
Florida State College at Jacksonville
Business Administration
Merrill Lynch May 2014 - Present
Merrill Lynch March 2013 - May 2014
Merrill Lynch November 2009 - February 2013
Eddie Bauer January 2007 - November 2009
Eddie Bauer January 2004 - December 2006
Eddie Bauer January 2003 - December 2003
Skills
Equities, Investments, Risk Management, Fixed Income, Wealth Management, Series 7, Mutual Funds, Business Analysis, Microsoft Excel, Finance, Hedge Funds, Series 63, Trading, Microsoft Office, Insurance, Customer Service, Securities, Financial Services, 401k, Equity Trading, Retirement, Client Services
Education
Florida State College at Jacksonville
Business Administration
Adriana Velazco, CFE's Merrill Lynch Experience August 2009 - December 2009
Job ABL Field Examiner
Industry Financial Services
Experience
Ocean Bank April 2012 - Present
BNY Mellon Wealth Management October 2011 - January 2012
Ameriprise Financial Services, Inc. May 2010 - September 2011
Hirsh & Co., CPA's February 2009 - May 2010
Merrill Lynch August 2009 - December 2009
Skills
Asset Based Lending, Financial Reporting, Financial Analysis, Wealth Management, Investments, Banking, Credit Analysis, Commercial Banking, Risk Management, Financial Risk
Education
Florida International University - College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Coleman F. Carroll High School
Ocean Bank April 2012 - Present
BNY Mellon Wealth Management October 2011 - January 2012
Ameriprise Financial Services, Inc. May 2010 - September 2011
Hirsh & Co., CPA's February 2009 - May 2010
Merrill Lynch August 2009 - December 2009
Skills
Asset Based Lending, Financial Reporting, Financial Analysis, Wealth Management, Investments, Banking, Credit Analysis, Commercial Banking, Risk Management, Financial Risk
Education
Florida International University - College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Coleman F. Carroll High School
Juliana Maldonado's Merrill Lynch Experience September 2010 - December 2010
Job Senior Marketing Associate at WeiserMazars LLP
Industry Marketing and Advertising
Experience
WeiserMazars LLP December 2013 - Present
WeiserMazars LLP March 2013 - December 2013
Mazars September 2012 - February 2013
International Chamber of Commerce March 2012 - July 2012
CMP Inc February 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Skills
Cross-cultural..., Corporate Social..., Sustainable Development, Marketing Communications, Financial Analysis, Foreign Languages, Microsoft Office, International Business, Spanish, French, Benchmarking, International Relations, Marketing, Project Management, CRM, Advertising, Email Marketing, Photoshop, Dreamweaver, ClickDimensions, InDesign, Bloomberg, HTML emails, Email, Excel, Events Coordination
Education
American University of Paris 2011 — 2013
Master's degree, Cross-Cultural and Sustainable Business Management, 3.66/4.0
Florida International University - College of Business Administration 2006 — 2010
Bachelor of Business Administration (BBA), International Business and Finance
WeiserMazars LLP December 2013 - Present
WeiserMazars LLP March 2013 - December 2013
Mazars September 2012 - February 2013
International Chamber of Commerce March 2012 - July 2012
CMP Inc February 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Skills
Cross-cultural..., Corporate Social..., Sustainable Development, Marketing Communications, Financial Analysis, Foreign Languages, Microsoft Office, International Business, Spanish, French, Benchmarking, International Relations, Marketing, Project Management, CRM, Advertising, Email Marketing, Photoshop, Dreamweaver, ClickDimensions, InDesign, Bloomberg, HTML emails, Email, Excel, Events Coordination
Education
American University of Paris 2011 — 2013
Master's degree, Cross-Cultural and Sustainable Business Management, 3.66/4.0
Florida International University - College of Business Administration 2006 — 2010
Bachelor of Business Administration (BBA), International Business and Finance
Shiloh Rony's Merrill Lynch Experience October 2010 - Present
Job
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Credit Suisse AG January 2008 - July 2009
Citi Private Bank January 2006 - January 2008
JP Morgan Private Bank January 2002 - January 2005
Education
Florida International University 2009 — 2011
MA
University of San Diego School of Law 2000 — 2001
LL.M (Candidate)
University of Buckingham Law School 1998 — 2000
LL.B
Merrill Lynch October 2010 - Present
Credit Suisse AG January 2008 - July 2009
Citi Private Bank January 2006 - January 2008
JP Morgan Private Bank January 2002 - January 2005
Education
Florida International University 2009 — 2011
MA
University of San Diego School of Law 2000 — 2001
LL.M (Candidate)
University of Buckingham Law School 1998 — 2000
LL.B
Ladyanne Castellanos's Merrill Lynch Experience March 2014 - September 2014
Job Client Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors October 2014 - Present
Merrill Lynch March 2014 - September 2014
Interaudi Bank March 2012 - September 2013
Interaudi Bank April 2011 - March 2012
Skills
Banking, Microsoft Office
Education
Florida International University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.8
Miami Dade College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, 3.73
Wells Fargo Advisors October 2014 - Present
Merrill Lynch March 2014 - September 2014
Interaudi Bank March 2012 - September 2013
Interaudi Bank April 2011 - March 2012
Skills
Banking, Microsoft Office
Education
Florida International University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.8
Miami Dade College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, 3.73
Patricia Nicolau, CRPC's Merrill Lynch Experience November 2007 - Present
Job Registered Sr Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Ameriprise Financial Services, Inc. May 2006 - May 2007
Education
Florida International University 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Merrill Lynch November 2007 - Present
Ameriprise Financial Services, Inc. May 2006 - May 2007
Education
Florida International University 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Marilyn Morejon's Merrill Lynch Experience 1996 - 2001
Job Risk Management at Assurant Solutions
Industry Financial Services
Experience
Assurant Solutions April 2015 - Present
Assurant Solutions October 2008 - April 2015
Merrill Lynch 1996 - 2001
Skills
Analytics, Financial Analysis, Managerial Finance, Strategic Financial..., Financial Accounting, Account Management, Account Reconciliation, Financial Services, Operations Management, Office Management, Project Planning, Business Analysis, Accounting, Financial Planning, Marketing, Banking, Management, Predictive Modeling, Project Management
Education
Nova Southeastern University 2010 — 2011
Master of Business Administration (MBA)
Florida International University
Bachelor of Business Administration (B.B.A.), Finance, General
Assurant Solutions April 2015 - Present
Assurant Solutions October 2008 - April 2015
Merrill Lynch 1996 - 2001
Skills
Analytics, Financial Analysis, Managerial Finance, Strategic Financial..., Financial Accounting, Account Management, Account Reconciliation, Financial Services, Operations Management, Office Management, Project Planning, Business Analysis, Accounting, Financial Planning, Marketing, Banking, Management, Predictive Modeling, Project Management
Education
Nova Southeastern University 2010 — 2011
Master of Business Administration (MBA)
Florida International University
Bachelor of Business Administration (B.B.A.), Finance, General
Andres Echeverri's Merrill Lynch Experience July 2010 - Present
Job International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Skills
Wealth Management, Series 7, Series 66
Education
Florida International University - College of Business Administration 2001 — 2003
Bachelor of Science (BS), International Business and Management Information Systems
EAFIT University. Medellin, Colombia
Merrill Lynch July 2010 - Present
Skills
Wealth Management, Series 7, Series 66
Education
Florida International University - College of Business Administration 2001 — 2003
Bachelor of Science (BS), International Business and Management Information Systems
EAFIT University. Medellin, Colombia
JUAN LARRAZABAL's Merrill Lynch Experience August 2007 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Bank Atlantic January 2006 - August 2007
Skills
Wealth Management...
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Florida International University 1999 — 2003
Bachelor of Science (B.S.), Finance and International Business
Merrill Lynch August 2007 - Present
Bank Atlantic January 2006 - August 2007
Skills
Wealth Management...
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Florida International University 1999 — 2003
Bachelor of Science (B.S.), Finance and International Business
Warren Ali's Merrill Lynch Experience April 2010 - Present
Job AVP GWIM Credit Underwriter at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
TradeStation September 2006 - April 2010
Royal Caribbean Cruises, Ltd. June 2004 - September 2006
Education
Florida International University 2002 — 2004
Master's degree, International Business
University of South Florida 1999 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Merrill Lynch April 2010 - Present
TradeStation September 2006 - April 2010
Royal Caribbean Cruises, Ltd. June 2004 - September 2006
Education
Florida International University 2002 — 2004
Master's degree, International Business
University of South Florida 1999 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank