Merrill Lynch Wealth Management Bank of America Corporation
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Merrill Lynch Wealth Management Bank of America Corporation Employees
Wells Fargo Private Bank July 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation June 2014 - July 2015
Morgan Stanley Wealth Management September 2007 - June 2014
Bridgestone June 2006 - September 2007
Education
San Diego State University-California State University 2002 — 2006
Bachelor's Degree, Business Administration
Merrill Lynch Wealth Management, Bank of America Corporation 2011 - Present
Merrill Lynch 2011 - Present
Merrill Lynch 2011 - April 2014
Velocity Sports Performance 2003 - 2007
Cornerstone Print & Marketing 2001 - 2002
AlphaGraphics - Store 12 2000 - 2001
AlphaGraphics - Stores 361 & 384 1995 - 2000
Education
Rice University 1982 — 1986
Bachelor of Arts (BA), Public Policy Studies (International Relations), Behavioral Studies & Anthropology
Fairview
College Preparatory
Westbrook
Merrill Lynch Wealth Management, Bank of America Corporation March 2011 - Present
Education
Arizona State University 2000 — 2002
Bachelor's Degree
Arizona State University - W. P. Carey School of Business 2000 — 2002
Bachelor of Science (B.S.), Finance, General
Merrill Lynch Wealth Management, Bank of America Corporation June 1994 - Present
Education
University of North Carolina at Chapel Hill
Western Kentucky University
Bachelor's Degree, Marketing and Economics
Wells Fargo Securities LLC June 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation May 2011 - June 2014
Skills
Microsoft Office, Financial Modeling, Research, Financial Analysis, Corporate Finance, Capital Markets, Bloomberg, Investment Strategies, Financial Advisory, Investments, Asset Management
Education
Clemson University 2004 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Founders Alliance 2013 - Present
Robert Tovar Long Term Care Insurance 2010 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2012 - 2013
Founders Alliance Mortgage 2003 - 2012
American Mortgage Capital 2001 - 2003
Skills
Real Estate, Sales Management, Strategic Financial..., Investment Properties, Selling, Marketing Strategy, Strategic Planning, Investments, Loans, Retirement Planning, Estate Planning, Mortgage Lending, Business Strategy, Budgets, Real Estate Financing, Investors, Entrepreneurship, Leadership, Mergers & Acquisitions, Venture Capital, Private Equity, Finance, Banking, Residential Mortgages, Portfolio Management, Small Business, Credit, Asset Management, Loan Origination, FHA, Refinance, Mortgage Banking, Funding, Real Estate Economics, VA loans, FHA financing, Commercial Lending, Financial Structuring, First Time Home Buyers, Foreclosures, REO, Short Sales, Real Estate Transactions, Referrals, Sales, Financial Planning, Sellers, Customer Service, Residential Homes, Management
Education
California State University-San Bernardino
Social Psychology
San Bernardino Valley College
Social Sciences
Sandia National Laboratories
Electronic Security Surveillence Systems, CCTV, Laser Fence, Troop Movement
United States Air Force
Associate of Arts and Sciences (AAS), Microwave, Satellite, & Tropospheric Scatter, Digital, Voice, Multiplexing, Main & Sub Frame
Merrill Lynch Wealth Management, Bank of America Corporation January 2000 - Present
A.G. Edwards September 1996 - January 2000
Skills
Wealth Management, Investments, Estate Planning, Asset Management, Wealth Management..., Financial Analysis, Strategic Financial..., Financial Modeling, 401k, Insurance, Valuation, Credit, Investment Advisory, Alternative Investments, Private Banking, Retirement Planning, Qualified Retirement..., Small Business..., Mortgage Lending, Irrevocable Life..., Charitable Gift Planning, Hedge Funds, Succession Planning, Cash Management, Fixed Income Strategies, Credit Cards, Lines Of Credit, Private Foundations, Financial Services, High Net Worth..., Small Business, ETFs, Series 63
Education
University of Florida 1985 — 1987
College of Santa Fe 1983 — 1985
Associate's Degree/College Diploma
Seminole High School
Merrill Lynch Wealth Management, Bank of America Corporation August 2014 - Present
Education
University of North Carolina at Asheville 2000 — 2005
Bachelor's Degree
Merrill Lynch Wealth Management, Bank of America Corporation August 2008 - Present
Skills
Goals-based Wealth..., Portfolio Management, Financial Planning, Investments, Wealth Management, Financial Advisory, Financial Services, Management, Private Equity
Education
Dartmouth College 1991 — 1994
Bachelor's degree, History, French
Dartmouth College 1990 — 1994
Bachelor's Degree
Merrill Lynch Wealth Management, Bank of America Corporation June 2014 - Present
Skills
Wealth Management, Certified Financial..., Personal Finance, Financial Goals, Retirement Planning, Investments, Asset Allocation
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor's degree, Accounting
Merrill Lynch Wealth Management, Bank of America Corporation April 2004 - Present
Skills
Golfer, Wealth Management, Financial Services, Investment Advisory, Portfolio Management, Strategic Financial..., Investments, Leadership
Education
Landmark Education 1997 — 2015
Passionate, bold and empowering transformation.
University of California, Berkeley, Haas School of Business 2012 — 2012
Certification in Family and Privately Owned Business, Family Owned Business
University of Texas at San Antonio 1990 — 1995
Bachelor's Degree, Finance, General
Community College of the US Air Force 1982 — 1984
Integrated Avionics, Automatic Flight Controls and Instrumentation, Integrated Avionics
Dodge City Senior High 1977 — 1980
High School Diploma/GED
Linked Investments, Ltd. February 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation May 2014 - December 2014
Wells Fargo Advisors May 2012 - May 2014
Education
Waseda University 2001 — 2003
Master's Degree, MBA in Venture Capital Management
University of Colorado Denver 1994 — 1998
Bachelor's Degree, Geological and Earth Sciences/Geosciences
California State University-Los Angeles
Chemistry
Merrill Lynch Wealth Management, Bank of America Corporation January 2009 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2009 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2004 - 2005
Merrill Lynch 2000 - 2004
Merrill Lynch 1998 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1994 - 1998
Merrill Lynch 1990 - 1998
Education
University at Albany, SUNY 1981 — 1985
BS, Economics, Business Management
Merrill Lynch Wealth Management, Bank of America Corporation April 2014 - Present
Education
Southern Illinois University, Edwardsville 1991 — 1993
Master's Degree
University of Missouri-Columbia 1980 — 1984
Bachelor's Degree
Merrill Lynch Wealth Management, Bank of America Corporation February 2014 - Present
Education
California State University System 1999 — 2004
Bachelor's Degree
San Diego State University-California State University 1999 — 2002
Raymond James Financial, Inc. March 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2010 - 2014
Merrill Lynch 1994 - 2002
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor’s Degree
Montana State University-Bozeman 1990 — 1991
Nikko Asset Management May 2015 - Present
Guggenheim Investments May 2014 - April 2015
Guggenheim Investments May 2012 - May 2014
INVESCO 2008 - May 2012
Citigroup 2006 - 2007
Merrill Lynch Wealth Management, Bank of America Corporation 2004 - 2006
Banc of America Securities May 2005 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance and Corporate Strategy
University of Michigan 2002 — 2004
Honors College, Pre-Business
Merrill Lynch Wealth Management, Bank of America Corporation May 2013 - Present
Merrill Lynch Wealth Management, Bank of America Corporation February 2013 - May 2013
Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Portfolio Management, Microsoft Office, Equities, Investment Advisory, Banking, Financial Planning, Management, Securities, Credit, Estate Planning, Financial Goals, Financial Markets, Financial Modeling, Financial Services, Personal Finance, Retirement, Wealth Management..., 401k, 401k Rollovers, Loans, Accounting, Financial Analysis, Financial Statement..., Independent Financial..., Lending, Long Term Care Insurance, Philanthropy
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of North Georgia - Mike Cottrell College of Business 2009 — 2011
Associate's of Arts (A.A.), Business Administration and Management, General
Gainesville High School 2005 — 2009
High School Diploma, College Preparatory and Vocational Education
University of St Andrews April 2014 - June 2015
University of St Andrews Students' Association September 2013 - May 2015
Merrill Lynch Wealth Management, Bank of America Corporation August 2014 - August 2014
DLD Asset Management, L.P. June 2014 - August 2014
Rutter Associates LLC June 2014 - June 2014
Casa Lever & Sant Ambroeus Restaurant Franchise June 2013 - August 2013
Arcturus Group June 2012 - August 2012
Millennium Partners May 2011 - July 2011
Roadmonkey June 2009 - June 2011
Ralph Lauren Corporation June 2010 - June 2010
Skills
Public Speaking, Research, French, Customer Service, Team Leadership, International Relations, Finance, Social Networking, Social Media, Journalism, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Partnerships, Fundraising, Teamwork, Public Relations, Event Management, Higher Education, Translation, Financial Analysis
Education
University of St. Andrews 2011 — 2015
MA Joint Honours, Economics and International Relations
Lycée Français de New York 1995 — 2011
French Baccalauréat International Option (OIB), Concentration in Economics and Social Sciences, awarded High Honours/Mention Bien
Brown University
The Brown Leadership Institute, Pre-College Program
Merrill Lynch Wealth Management, Bank of America Corporation August 2013 - Present
Skills
Investment Management, Retirement Planning, Wealth Management...
Education
The University of Texas at Austin 1993 — 1995
Bachelor's Degree
Merrill Lynch Wealth Management, Bank of America Corporation January 2002 - Present
Education
University Of New Brunswick 1982 — 1987
Bachelor's Degree
St. Thomas University (CA)
St. Thomas University (CA)
Merrill Lynch Wealth Management, Bank of America Corporation January 2008 - Present
Skills
Wealth Management...
Education
John Carroll University 1965 — 1969
Bachelor's Degree
John Carroll University
Bachelor of Science in Business Administration
Merrill Lynch Wealth Management, Bank of America Corporation October 2008 - Present
Education
Kennesaw State University 2009 — 2012
Bachelor's Degree
Mercer University - Stetson School of Business and Economics
Merrill Lynch Wealth Management, Bank of America Corporation January 2015 - Present
Education
Greenville College 2005 — 2009
Bachelor's Degree
Illinois State University
Meridian
Merrill Lynch Wealth Management, Bank of America Corporation May 2014 - Present
Education
University of North Florida 2011 — 2013
Bachelor's Degree
Flagler College
Merrill Lynch Wealth Management, Bank of America Corporation June 2014 - Present
Education
Hult International Business School 2012 — 2013
Master of Business Administration (M.B.A.), Concentration in Finance
Universidade Federal do Espírito Santo 1994 — 1998
Bachelor of Science (B.S.), Communication, Marketing and Advertising
Merrill Lynch Wealth Management, Bank of America Corporation September 1973 - Present
Education
New York University 1964 — 1968
Bachelor's Degree
New York University 1964 — 1968
Bachelor's degree, American History (United States)
Merrill Lynch Wealth Management, Bank of America Corporation November 2014 - Present
Education
University of Alaska Fairbanks 2009 — 2013
Bachelor's Degree
Peninsula College
Merrill Lynch Wealth Management, Bank of America Corporation March 2015 - Present
Education
Tufts University 2004 — 2008
Bachelor's Degree
Horace Greeley
Horace Greeley
Tufts University
International Relations
Rapps Law Firm, PLLC September 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2012 - 2014
Prosperity Asset Management 2007 - 2012
Skills
Estate Planning, Estate Tax Planning, Wealth Preservation..., Asset Protection, Retirement Planning, Wealth Management, Trusts, Securities Regulation, Business Entity..., Corporate Law, Financial Services, Employee Benefits, Asset Management, Financial Planning, Elder Law, Medicaid, Long-term Care, Management, Mergers, Crowdfunding, Joint Ventures, Legal Assistance, Legal Writing, Financial Analysis, Insurance, Legal Research, Litigation, Securities, Mergers & Acquisitions, Leadership, Financial Advisory, Series 7, Public Speaking, Strategic Planning
Education
Hofstra University School of Law 2009 — 2012
Juris Doctorate Degree, Banking, Corporate, Finance, and Securities Law
Yeshiva University 2006 — 2009
Master's Degree, Education and Administration
Merrill Lynch Wealth Management, Bank of America Corporation June 2013 - Present
Skills
Financial Advisor
Education
Grossmont College 1981 — 1986
Associate's Degree/College Diploma
Pepperdine University, The George L. Graziadio School of Business and Management
RockPort Global Advisors WWW.RETIREPREPARED.ORG July 2012 - Present
Certified Financial Planner designation in 2006 May 2008 - June 2012
Merrill Lynch Wealth Management Bank of America Corporation 2008 - June 2012
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, Social Security timing, Private REIT's, Guaranteed Income..., Sports, Financial Advisory, 401k, Retirement, Investment Strategies, Investment Management, Loans, Commercial Lending, Financial Analysis, IRAs, Securities, 401k Rollovers, High Net Worth..., ETFs, Investments, Portfolio Management
Education
University of South Florida - College of Business Administration 1984 — 1988
Bachelors of Science, Marketing / Finance
University of South Florida 1983 — 1988
J.P. Morgan March 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation January 2012 - March 2015
Salzman & Co. November 2009 - April 2011
Information Providers, Inc. August 2004 - November 2009
Skills
Investments, Finance, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Investment Management
University of Iowa 1998 — 2002
Bachelor's Degree, Economics
Merrill Lynch Wealth Management, Bank of America Corporation May 2006 - Present
Education
Columbia University 1983 — 1985
Master's Degree, International Business
Haverford College in Pennsylvania 1979 — 1983
Bachelor's Degree, History
Middlebury College 1982 — 1982
Chinese Language Studies
The London School of Economics and Political Science (LSE) 1981 — 1982
International History
Franklin Square Capital Partners August 2012 - Present
JRAid June 2011 - Present
Merrill Lynch Wealth Management, Bank of America Corporation January 2009 - June 2012
Merrill Lynch August 2005 - January 2009
American Business Financial Services March 2004 - April 2005
Ascentive LLC March 2002 - February 2004
eCal Corporation January 1999 - July 2001
Mike Rosen & Associates December 1994 - January 1999
Education
Syracuse University
Equity Planning, Inc June 2014 - Present
National Marine Corps Business Network January 2013 - Present
Merrill Lynch Wealth Management, Bank of America Corporation May 2012 - June 2014
United States Marine Corps September 2003 - September 2007
Skills
Strategic Financial..., Retirement Income..., Estate Planning, Retirement Planning, Investments, 401k Rollovers, High Net Worth..., Life Insurance, Wealth Management, 401k, Retirement, Budgets, Series 7, Management, Investment Strategies, Leadership, Small Business, Hedge Funds, Managerial Finance, Mutual Funds, Asset Allocation, Portfolio Management, Asset Management, Investment Advisory, Insurance, Securities, Equities, Financial Advisory, IRAs, Risk Management, Financial Analysis, Financial Services, Disability Insurance, Long-term Care, government benefits...
Education
The Johns Hopkins University - Carey Business School 2013 — 2017
Master of Business Administration (M.B.A.)
The American College 2011 — 2012
Chartered Financial Consultant, Financial Planning and Investments
Hawaii Pacific University 2007 — 2011
Bachelor's Degree, Business Administration and Management, General
Merrill Lynch Wealth Management, Bank of America Corporation February 2015 - Present
AppleOne Employment Services August 2014 - February 2015
SPS Commerce October 2012 - February 2014
SPS Commerce July 2011 - October 2012
Skills
SaaS, Salesforce.com, Business Development, Solution Selling, Sales Process, Sales Operations, Cold Calling, Management, Sales Management, Negotiation, Integration, Training, Retail, Sales Presentations, CRM, Sourcing, Account Management, B2B, Lead Generation, Analysis, Enterprise Software, Direct Sales, Selling
Education
Minnesota State University, Mankato 2006 — 2010
Finance
Mounds View High School
Deloitte July 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation January 2013 - June 2014
Rutgers, The State University of New Jersey-New Brunswick September 2013 - November 2013
Merrill Lynch Wealth Management, Bank of America Corporation May 2012 - January 2013
Skills
Management Consulting, Equity Research, Leadership, Econometrics, Macroeconomics, Asset Allocation, Microsoft Office, Public Speaking, Business Process..., IT Strategy, SAS, SWOT analysis, Relationship Building, Salesforce.com, SDLC, Data Analysis, OBIEE 11g, Data Modeling, ETL
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
BA
Park Ridge High School 2006 — 2010
American University
Nondegree Undergraduate
Merrill Lynch Wealth Management, Bank of America Corporation December 2011 - Present
Skills
Retirement Planning, 401k IRA, Wealth Managment
Education
Washburn University 1991 — 2001
Bachelor's Degree
TWHS
Örebro University
Merrill Lynch Wealth Management, Bank of America Corporation May 1988 - Present
Skills
Retirement Planning, Wealth Management, Investment Planning
Education
University of Notre Dame Mendoza College of Business Administration 1970 — 1974
Bachelor's Degree
PTHS
PTHS
PTHS
University of Notre Dame
University of Notre Dame
University of Notre Dame
Merrill Lynch Wealth Management, Bank of America Corporation December 1982 - Present
Education
University of Missouri St Louis 1966 — 1972
Bachelor's Degree
University of Missouri-Saint Louis
BSBA, Marketing
Merrill Lynch Wealth Management, Bank of America Corporation May 2014 - Present
Education
University of Colorado 1998 — 2001
Bachelor's Degree
University of Colorado Boulder 1998 — 2001
Economics and Business
Idalou High School
Merrill Lynch Wealth Management, Bank of America Corporation 1996 - Present
Education
San Diego State University-California State University
Bachelor of Science (BS)
Merrill Lynch Wealth Management, Bank of America Corporation June 1997 - Present
Education
University of California, Santa Barbara 1990 — 1992
English, English Language and Literature/Letters
University of California System 1988 — 1992
Bachelor's Degree
Wells Fargo Advisors July 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation March 2011 - Present
Education
Salisbury University - Perdue School of Business
Bachelor's degree, Financial Planning and Services
Merrill Lynch Wealth Management, Bank of America Corporation August 2010 - Present
Merrill Lynch Wealth Management, Bank of America Corporation March 2009 - August 2010
Banc of America Investment Services, Inc., Global Wealth & Investment Management, Bank of America July 2008 - March 2009
Premier Banking & Investments, Global Wealth & Investment Management, Bank of America March 2007 - July 2008
Global Wealth & Investment Management, Bank of America July 2006 - March 2007
Conn Kavanaugh Rosenthal Peisch & Ford, LLP 2003 - 2006
Education
Boston College Law School 2000 — 2003
J.D., Law
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Rowland Hall - St. Mark's School 1992 — 1996
Merrill Lynch Wealth Management, Bank of America Corporation September 2013 - Present
Stifel Financial Corp. July 2009 - September 2013
Wachovia July 2006 - July 2009
Edward Jones Trust Company January 2005 - July 2006
Skills
Estate Planning, Investments, Wealth Management, Retirement Planning, Finance, Financial Planning, Portfolio Management, Financial Services, Mutual Funds, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Legal Writing, Real Estate, 401k Rollovers
Education
Saint Louis University School of Law 2001 — 2004
Doctor of Law (JD)
Saint Louis University 1996 — 2000
BA, English
St. Xavier High School - Louisville, KY 1992 — 1996
High School
Merrill Lynch Wealth Management, Bank of America Corporation April 2011 - Present
Education
Rutgers University
Bachelor's Degree
Merrill Lynch Wealth Management, Bank of America Corporation November 2010 - Present
Education
Rider University 2011 — 2016
Master of Business Administration (M.B.A.), Finance, General
Rider University 2005 — 2009
Bachelor's Degree
Merrill Lynch Wealth Management, Bank of America Corporation September 2012 - Present
Education
University of South Carolina-Columbia 2009 — 2012
Bachelor's Degree, Business Administration, 3.77/4.0
Salisbury University 2008 — 2009
Attended no diploma conferred
Oppenheimer & Co. Inc. May 2014 - Present
Merrill Lynch Wealth Management, Bank of America Corporation August 2009 - May 2014
Morgan Stanley Wealth Management October 2000 - February 2008
Education
University of Utah - David Eccles School of Business
Master of Business Administration (M.B.A.)
Brigham Young University
Bachelor's Degree, Computer Science
Merrill Lynch Wealth Management, Bank of America Corporation August 2013 - Present
Education
Salem State University 2006 — 2011
Bachelor's Degree, Business Administration and Management, General