Merrill Edge
Industry: Retail banking company
DescriptionMerrill Edge is an online discount brokerage service provided by Bank of America Merrill Lynch. Launched on June 21, 2010, Merrill Edge is a part of Bank of America's retail banking division. Parent organization: Bank of America Founded: 21 June 2010 Number of employees: 2,500 Area served: United States of America Key people: Aron Levine
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Merrill Edge Employees
Merrill Edge May 2012 - Present
Bank of America June 2011 - May 2012
Yelp.com May 2011 - September 2011
Arizona State University August 2010 - January 2011
North Star Resource Group June 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Management, Leadership, Financial Analysis, PowerPoint, Word, Excel, Banking, Finance, Sales, Time Management, Cold Calling, Entrepreneurship, Marketing, Retail
Education
Creighton University's Heider College of Business 2013 — 2016
Master's Degree, Security Analysis and Portfolio Management
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor's Degree, Finance, General
CFA Institute
HSBC June 2015 - Present
Merrill Edge February 2013 - June 2015
LPL Financial 2010 - 2012
Skills
Training, Management, Risk Management, Sales, Strategy, Credit, Financial Services, Retirement Planning, Series 7, Banking, Investments, Finance, Portfolio Management, Wealth Management, Financial Advisory, Financial Analysis
Education
Boston University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Department of Child Safety July 2015 - Present
Xerox March 2015 - July 2015
Sunglass Hut April 2013 - April 2015
Merrill Edge October 2014 - March 2015
Little Caesars Pizza October 2013 - October 2014
Skills
Microsoft Office, Mathematics, Microsoft Word, Microsoft Excel, Typing, Customer Service, Styling
Education
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor of Science (BS), Finance, General
Gilbert High School 2006 — 2010
Voya Financial November 2013 - Present
Merrill Edge November 2010 - November 2013
Putnam Investments May 2007 - November 2009
Head of Registered Investment Advisory Group December 2008 - September 2009
Putnam Investments April 2002 - May 2007
Putnam Investments May 2000 - April 2002
Putnam Investments September 1996 - May 2000
Putnam Investments January 1992 - September 1996
Putnam Investments January 1991 - January 1992
Putnam Investments January 1990 - January 1991
Skills
Mutual Funds, Product Management, Strategy, Investments, Business Development, Cross-functional Team..., ETFs, Fixed Income, Business Strategy, New Business Development, Retirement, Management, Leadership, Sales, Sales Operations, Finance, Product Development, Series 7, Networking, Financial Services, Alternative Investments, Financial Analysis, Relationship Management, Asset Allocation, Financial Advisory, Mergers & Acquisitions, Series 63, Wealth Management, Investment Strategies, Selling, Asset Management, Banking, Securities, Portfolio Management, Marketing, Forecasting, Broker-Dealer
Education
Boston University 1999 — 2000
Masters, Business Administration
Worcester State College 1983 — 1988
BS, Business Administration
Merrill Edge March 2010 - Present
Bank of America November 2009 - March 2010
Bank of America August 2006 - April 2009
Morgan Stanley March 2005 - March 2006
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Securities, Retirement Planning, Banking, Strategic Financial..., Asset Management, Financial Services, Financial Analysis, Series 66, Life Insurance, Series 10
Education
Boston University School of Law 1996 — 1999
Juris Doctor, Law
Loyola Marymount University, College of Business Administration 1995 — 1996
MBA
Loyola Marymount University 1991 — 1995
BBA, Business Administration and Economics
Citizens Financial Group, Inc. February 2015 - Present
Merrill Edge August 2013 - February 2015
Merrill Edge October 2012 - August 2013
Merrill Edge April 2010 - October 2012
Merrill Edge July 2007 - March 2010
Banc of America Investment Services - A Bank of America subsidiary February 2006 - July 2007
Skills
Program Development, Equities, Business Analysis, Mutual Funds, Financial Analysis, Wealth Management, Business Strategy, Management, Securities, Investments, Business Process..., Retirement, Leadership, Series 7, Series 63, Series 24, Options, Financial Services, Trading, FINRA, Risk Management, Customer Service, Series 4, Series 9, Series 10
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (MBA) - Candidate
Johnson and Wales University 2003 — 2007
B.S., Financial Services Management; Concentrations in Economics, Investments and Operations
Merrill Edge March 2015 - Present
Merrill Edge May 2014 - March 2015
Merrill Edge January 2014 - May 2014
JPMorgan Chase September 2013 - January 2014
Stantec Consulting Services Inc. July 2013 - September 2013
Bank of America February 2012 - July 2013
Skills
Banking, Credit, Retail Banking, Cash Management, Cross Selling
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Marketing
Arizona State University, W. P. Carey School of Business 2010 — 2013
International Business Certificate, Marketing
Merrill Edge October 2013 - Present
DriveTime May 2011 - October 2013
Yelp.com August 2010 - November 2010
Maricopa County Sheriff's Office October 2005 - August 2009
United Parcel Service June 2004 - October 2005
United States Marine Corps June 2000 - June 2004
Skills
Event Planning, Social Media, Salesforce.com, Social Media Marketing, Sales, Microsoft Office, Google Docs, Marketing, Facebook, Account Management, Public Relations, Microsoft Word, Social Networking, Outlook, Customer Service, Microsoft Excel, Editing, Leadership, Public Speaking, Blogging, PowerPoint, Data Analysis, Email Marketing, Training, Advertising, Community Outreach, Nonprofits
Education
Arizona State University 2009 — 2010
Bachelor, Liberal Studies
Merrill Edge January 2015 - Present
Merrill Lynch November 2013 - December 2014
Bank of America November 2010 - November 2013
Skills
Customer Service, Investments, Series 7, Mutual Funds, Series 63, Financial Services
Education
Baruch College, City University of New York (CUNY)
Merrill Edge October 2013 - Present
Charles Schwab November 2012 - October 2013
US Department of Homeland Security June 2011 - November 2012
Harkins Theatres April 2007 - August 2008
Skills
Microsoft Excel, Sales, Financial Analysis, Portfolio Management, Investment Advisory, Options Strategies, Financial Advisory, Trading Strategies, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Management
Merrill Edge September 2014 - Present
Alliance Bank of Arizona March 2013 - September 2014
Alliance Bank of Arizona February 2011 - March 2013
Southwestern Advantage February 2008 - August 2009
Skills
Banking, Credit Analysis, Commercial Lending, Credit, Loans, Direct Sales, Financial Analysis, Sales, Underwriting
Education
Arizona State University 2006 — 2010
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Merrill Edge April 2014 - Present
Red Robin June 2011 - August 2014
Red Robin January 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Social Media, Windows, English, Team Leadership, Bilingual-English/Spanis..., Sustainability, Fundraising, Leadership, Strategic Planning, Coaching, Marketing, Facebook, Public Speaking, Social Networking, Editing, Time Management, Blogging, Event Planning, Management, Public Relations, Social Media Marketing, Sales, Teaching, Advertising, Research, Marketing Strategy, Project Management, Community Outreach, Nonprofits, Spanish, Inventory Management, Data Analysis, Online Marketing, Event Management, Entrepreneurship, Outlook, Team Building, Access, OS X, Account Management, Contract Negotiation, WordPress, Negotiation, AutoCAD
Education
Arizona State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Sustainability Studies
Chaparral High School 2004 — 2008
Merrill Edge July 2013 - Present
Seeking Adrenaline January 2010 - June 2013
East Coast Action Sports Association May 2012 - November 2012
Vanguard December 2003 - October 2012
PAJUA 2002 - 2005
Travelers 2000 - 2002
Skills
Event Management, Account Management, Sports Management, Sports Marketing, Action Sports, Adrenaline, Social Networking, Customer Focus, Customer Acquisition, Sponsorship Generation, Thinking Big, Sports, Sponsorship, Marketing, Marketing Strategy, Social Media Marketing, Sales, Entertainment, Brand Awareness, Entrepreneurship, Product Marketing, Sponsorship Sales, Online Marketing, Digital Media, Motorsports, Online Advertising, Brand Development, Social Media, Advertising, Lead Generation, Facebook, Email Marketing, Integrated Marketing, Strategic Partnerships, Marketing Communications, Trade Shows, Brand Management, Marketing Management, Public Relations, Digital Marketing
Education
Arizona State University 2014 — 2016
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies, 4.0
AIU 2005 — 2006
Associates of Arts, Business Management
Owen J Roberts High School 1999 — 2000
High School Degree, General Studies
St. Pius X 1997 — 1999
The Hill School 1995 — 1997
White House Black Market October 2014 - Present
BBVA Compass May 2014 - October 2014
Merrill Edge January 2014 - May 2014
Lakeshore Learning Materials February 2009 - January 2014
Bath and Body Works December 1998 - September 2008
JPMorgan Chase Bank April 2006 - June 2007
Bath and Body Works April 2000 - February 2006
Bath and Body Works April 1999 - April 2000
Plainfield Healthcare 1998 - 1999
Skills
Recruiting, Retail, Store Management, Strategy, Training, Sales Management, Leadership, Sales, Coaching, Human Resources, Customer Satisfaction, Logistics, Merchandising, Customer Service, Visual Merchandising, Management, Team Building, Forecasting, Inventory Control, Employee Relations, Driving Results, Profit, Selling, Inventory Management, Hiring, Employee Training, Banking, Interviews, Retail Sales, Loss Prevention, Customer Experience, Associate Development, Time Management
Education
University of Phoenix 2006 — 2008
MBA, Business
University of Phoenix
MBA, MBA
Ball State University 1992 — 1998
BGS, Nutrition
Ball State University
BA, General Studies
Ball State University
AS, Dietetic Technology
Merrill Edge April 2014 - Present
Kona Grill September 2011 - May 2014
CBRE July 2013 - October 2013
Pacific Sunwear January 2010 - September 2011
Agate Construction Co. June 2009 - August 2009
Skills
Number Crunching, Numerical Analysis, Teamwork, Adaptation, Multi Tasking, Microsoft Excel, Microsoft Word, Customer Service, Organization, Friendliness, Determination to Succeed, Market Research, Customer Satisfaction, Time Management, Investments, Finance
Education
Arizona State University 2010 — 2013
Bachelor of Science (B.S.), Economics
Colorado State University 2007 — 2010
Construction Management
Merrill Edge January 2015 - Present
Target June 2013 - January 2015
Target September 2012 - May 2013
Target June 2012 - August 2012
Redtail Technology May 2010 - May 2012
Skills
Leadership, Customer Service, Employee Engagement, Leadership Development, Team Leadership, Management, Project Management, Public Speaking, Strategic Planning, Driving Results, Coaching, Sales, Talent Management, Retail
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Arizona State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
University of Economics, Prague 2011 — 2011
International Business
Merrill Edge August 2014 - Present
Edward Jones November 2013 - May 2014
Western International University December 2009 - November 2013
Apotheca, Inc. June 2007 - October 2009
Skills
Customer Service, Student Affairs, Microsoft Office, Admissions, Team Building, Sales, Leadership, Strategic Planning, Team Leadership, Public Speaking, Strategy, Staff Development, Time Management, Leadership Development, Higher Education
Education
Western International University 2010 — 2015
Master's Degree, Marketing
Arizona State University 1999 — 2005
Bachelor's Degree, Kinesiology and Exercise Science
Merrill Edge August 2015 - Present
Bank of America December 2011 - August 2015
Bank of America April 2009 - December 2011
Bank of America 2002 - 2009
Bank of America 2000 - 2002
Bank of America 1992 - 2000
Skills
Coaching, Communication, Training, Workshop Facilitation, Consulting, Team Leadership, Customer Service, Communication Skills, Writing, Public Relations, Project Management, Management, Leadership Development, Human Resources, Program Management, Banking, Analysis, Team Building, Leadership
Education
Northeastern University 2014 — 2016
Master's Degree, Corporate and Organizational Communication
Arizona State University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Glendale Community College 1992 — 1994
Liberty Mutual Insurance January 2015 - July 2015
Merrill Edge July 2014 - December 2014
OfficeMax September 2013 - February 2014
Charles Schwab September 2012 - May 2013
The University of Arizona August 2011 - May 2012
NK Concierge February 2009 - May 2012
Skills
Microsoft Excel, Finance, Public Speaking, Data Analysis, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Customer Service, Forecasting, Financial Analysis, Financial Reporting, Budgets
Education
Arizona State University - W. P. Carey School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 3.75
University of Arizona, Eller College of Management 2008 — 2012
Bachelor's Degree, Business Administration and Management, Finance and Investments, 3.48
Merrill Edge January 2013 - Present
Merrill Edge January 2012 - January 2013
The Guardian Life Insurance Company of America July 2011 - January 2012
Wells Fargo January 2004 - July 2011
Skills
Series 7, Series 65, Series 9, Series 10, Series 63, Series 6, FINRA, Financial Services, Retirement Planning, Investments, Finance, Wealth Management, Mutual Funds, Retirement, Portfolio Management, Banking, Credit, Securities, Sales, Relationship Management
Education
Arizona State University 2003 — 2007
Bachelor of Arts (B.A.), Communication, General
Merrill Edge October 2014 - Present
Sheraton Wild Horse Pass Resort August 2012 - September 2014
Professional Specialty Publications June 2014 - August 2014
Arizona Grand Resort January 2011 - September 2012
Arizona Grand Resort August 2011 - January 2012
Arizona Grand Resort February 2009 - January 2011
Skills
Close Attention to..., Creative Problem Solving, Conflict Resolution, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Cpr Certified, Reliability, Always Punctual, Supervisory Experience, Training, Water Rescue, Customer Satisfaction, Team Leadership, Committed to..., Logical Thinker, Networking, Social Skills, Communication Skills, Motivation, Exceptional Listener, Salesforce.com, Event Planning, Golf, Sales, Customer Service, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Business Management
Desert Vista High School 2003 — 2007
High School Diploma
Bank of America July 2015 - Present
Merrill Edge January 2014 - Present
Bank of America April 2009 - Present
Bank of America August 2006 - April 2009
Bank of America October 2005 - August 2006
Skills
High Impact..., Leadership, Management, Association Development, Associate Engagement, Communication, Languages, Data Analysis, Organized with Strong..., High Performer, Computer-savvy, Creative Coaching, Customer Driven, Banking, Commercial Lending, Credit, Financial Services, Home Equity Lines of..., Loans, Relationship Management, Retail Banking, Risk Management, Sales, Consumer Lending, Commercial Banking, Mortgage Lending, Customer Service
Education
Arizona State University 2002 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bank of America Merrill Lynch August 2014 - Present
Source One Payment Solutions (www.sourceoneps.com) March 2014 - Present
Merrill Edge January 2013 - May 2013
Source One Payment Solutions July 2012 - December 2012
Interstate All Battery Center June 2011 - April 2012
LEASE ONE, STARLEN ASSOCIATES L.L.C December 2009 - June 2011
Interstate Batteries September 2008 - October 2009
Interstate Batteries June 2008 - September 2008
Law Offices of Chris Johnson January 2002 - January 2004
Skills
Microsoft Office, Customer Service, Research, Microsoft Excel, Microsoft Word, PowerPoint, B2B, Account Management, Direct Sales, Management, Marketing, Marketing Strategy, Sales, Sales Management, Sales Operations, Team Building, Time Management, Windows
Education
Arizona State University 2003 — 2008
Bachelor's degree, English Language and Literature, General
North Canyon High School
Diploma
Merrill Edge October 2013 - Present
JPMorgan Chase July 2007 - October 2013
Bank of America March 2004 - July 2007
American Express February 2000 - March 2002
Skills
Wealth Management, Relationship Management, Mutual Funds, Financial Advisory, Securities, Financial Services, Retirement Planning, Investments, Fixed Income, VA loans, Portfolio Management, Sales Management, Microsoft Office, Microsoft Excel, Cross Selling, Series 7, FINRA, Asset Allocation, NMLS Licensed, 401k Rollovers, 529 Plans, ETFs, Retirement, Equities, Investment Strategies, Series 65, Commercial Lending, Credit, Financial Analysis, Home Equity Loans, Home Equity Lines of..., Loans, Retail Banking, Small Business Lending
Education
Arizona State University 2014 — 2016
Bachelor’s Degree, Business Data Analytics, 3.4 GPA
Mesa Community College 2011 — 2014
Associate of Science (AS), Business/Managerial Economics
Vanguard July 2015 - Present
Merrill Edge April 2014 - July 2014
T-Systems November 2011 - March 2014
CBRE March 2011 - July 2011
P.F. Chang's 2009 - 2011
Skills
Contract Negotiation, Sales Process, Due Diligence, Strategic Planning, Sales, Sarbanes-Oxley Act, Risk Management, Financial Modeling, Marketing Strategy, Pricing, Microsoft Excel, Sales Management, Microsoft Office, New Business Development, Finance, Recruiting, Financial Reporting, Reporting & Analysis, Project Management, Management, Process Improvement, Time Management, Customer Service, Human Resources, Accounts Payable, Accounting
Education
Arizona State University 2008 — 2010
B.S. Global Management & Leadership, Finance
Long Island University, C.W. Post Campus 2007 — 2008
Business
Palomar College 2006 — 2007
Northern Arizona University 2004 — 2006
Business
Seton Catholic 2000 — 2004
Merrill Edge January 2014 - Present
Delta Equity Financial Services May 2000 - June 2003
Equiserve August 1998 - June 1999
Royal Alliance Associates INC 1996 - July 1998
Royal Alliance Associates INC July 1994 - 1996
Advest, Inc. 1992 - June 1994
Advest, Inc. September 1990 - 1992
Skills
Bonds, Trading, Customer Service, Technical Support, Microsoft Excel, Microsoft Word, Outlook, Finance, Series 7
Education
City University of New York-Baruch College 1996 — 1997
No Degree, Accounting, Economics and Computer Business Information Processing, Undergraduate Honors
Central Connecticut State University 1990 — 1992
Accounting and Finance
Cazenovia College
Accounting and Finance
Merrill Edge May 2014 - Present
Best Buy May 2013 - May 2014
NASA Space Grant January 2013 - May 2013
Arizona State University August 2012 - December 2012
Quest Drape June 2012 - August 2012
Paradise Bakery January 2008 - June 2012
Skills
Astrophysics, Particle Physics, Mathematica, Quantum Computing, Teaching, Team Leadership, Statistics, Customer Service, Management, Data Analysis, Research, Time Management, Leadership, Critical Thinking, Access
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Science (M.S.), Management
Arizona State University 2010 — 2013
BS, Physics, 3.41
Merrill Edge April 2009 - Present
Skills
Wealth Management, Series 7, Financial Services, Mutual Funds, Banking, Equities, Financial Analysis, Investments, Asset Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Financial Modeling, Business Analysis, Series 63, FINRA, Relationship Management, Financial Advisory, IRAs, ETFs, Options, Wealth Management..., Investment Management, Retirement, High Net Worth..., Financial Planning, Financial Markets, Due Diligence
Education
Babson College 1996 — 2000
BS, Marketing & International Business
Island Source September 2013 - Present
Snowden Lane Partners January 2013 - September 2013
ReALTO Inc. December 2011 - January 2013
Merrill Edge February 2010 - December 2011
Bank of America July 2007 - February 2010
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Strategic Financial..., Valuation, Corporate Finance, Strategic Planning, Analysis, Budgets, Variance Analysis, Wealth Management, Forecasting, PowerPoint, Financial Forecasting, Pricing Analysis, Microsoft Excel, Hyperion Interactive..., VBA, Excel, Financial Planning, Budgeting, exc, Strategy
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Innovation & Entrepreneurship, Finance & Marketing
Boston College 2003 — 2007
Bachelor of Science, Finance
Merrill Edge April 2013 - Present
Vanguard June 2012 - April 2013
Arizona State University August 2010 - May 2012
Ultimate Electronics November 2008 - January 2011
Biltmore Homes March 2007 - October 2008
Randall Martin Home March 2006 - March 2007
Randall Martin Home October 2005 - March 2006
Skills
Finance, Sales, Investments, Strategy, Selling, Marketing, Financial Analysis, Real Estate, Accounting, Customer Service, Mutual Funds, Budgets, Analysis, Series 7, Corporate Finance, Financial Accounting, Time Management, Portfolio Management, Series 63, Team Leadership, Teamwork, Residential Homes, Negotiation, New Home Sales, Cold Calling, Retail, Personal Finance, Top Producer, Presidents Club, World Class, Series 66
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science spring 2012 - Summa Cum Laude, Finance & Accountancy
Scottsdale Community College
Associates of Business, Business
Merrill Edge August 2012 - September 2014
Merrill Lynch June 2011 - February 2012
Columbia Bank January 2010 - June 2011
Bank of America December 2004 - April 2009
Bank of America February 1991 - December 2004
Bank of America January 1989 - February 1991
Bank of America June 1988 - December 1988
Skills
Team Leadership, Creative Problem Solving, Analysis, Commercial Lending, Mortgage Lending, Credit, Portfolio Management, Banking, Investments, Consumer Lending, Leadership, Financial Planning, Financial Services, Cash Management, Finance, Risk Management
Education
University of Washington 1986 — 1988
B.A., Business Administration
Bellevue Community College 1984 — 1986
Associate of Arts (A.A.), Business Administration and Management, General
Merrill Edge September 2012 - Present
Leslie's Poolmart, Inc. March 2012 - August 2012
Dairy Queen August 2010 - September 2011
Jiffy Lube March 2010 - August 2010
Fry’s Electronics May 2008 - August 2008
Skills
Leadership, Customer Service, Windows 7, Customer Satisfaction, Inventory Management, Data Entry, Organization, Time Management, Teamwork, Computer Hardware, Merchandising, Microsoft Excel, Finance, Outlook, Financial Services, Sales, Management, Retirement Planning, Mutual Funds, Microsoft Office, Investments, Portfolio Management, Series 7
Education
Arizona State University 2007 — 2012
BIS, Business & Informatics
Merrill Edge November 2014 - Present
Merrill Edge April 2013 - October 2014
BMO Harris Financial Advisors October 2003 - April 2013
Education
Albion College
BA, Economics/Management
Bay High School
Merrill Edge March 2015 - Present
Arizona State University August 2010 - Present
Old Southwest Carwash January 2005 - Present
Skills
Experienced Traveler, Personal Training, Customer Service
Education
Arizona State University 2010 — 2014
Business Tourism
Merrill Edge November 2012 - Present
Primerica May 2012 - November 2012
Vanguard November 2007 - May 2012
Wells Fargo May 2007 - November 2007
Buck's River Road Exxon January 2005 - October 2006
Skills
Team Leadership, Series 7, Series 66, Outstanding Customer..., Sales Operations, Relationship Development, Program Management, Recruitment Advertising, Scheduling, Presentation Preparation, Project Planning, Project Coordination, Event Planning, Inventory Management, Video Production, Organizing, Multitasker, Microsoft Office, Investments
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Masters of Business Administration, Marketing
University of Arizona 2004 — 2007
BA, Psychology
Fisher Investments April 2014 - Present
Merrill Edge May 2012 - April 2014
P.F. Chang's China Bistro August 2007 - May 2012
P.F. Chang's China Bistro August 2007 - May 2012
Longhorn Steakhouse May 2008 - August 2008
Earnhardt Nissan May 2006 - August 2006
Skills
Training, Finance, Time Management, Series 7, Restaurants, Outlook, Research, Management, Sales, Leadership, Microsoft Excel, Energetic, Personable, Enthusiastic, Trustworthy, Honest, Client Development, Manage Client...
Education
Arizona State University 2008 — 2011
BA, Business and Urban Planning
Regis University 2005 — 2007
Business Administration and Management, General
2009
High School Diploma
Agency Owner, Brightway Insurance January 2015 - Present
Allstate Financial Services, LLC September 2014 - January 2015
Merrill Edge October 2011 - October 2013
Skills
Series 7, Uniform Combined State..., Wealth Management, Financial Planning, Financial Analysis, Accounting, Fixed Annuities, Investment Advisory, Series 66, Philanthropy, Life Insurance, Variable Annuities, Futures, Wrap Accounts, Commodity Markets
Education
Boston University 2012 — 2013
Financial Planning Certificate
Liberty University 2007 — 2009
Master of Divinity, Theology
Luther Rice University 2004 — 2007
Master of Arts, Leadership
Florida State University 1998 — 2002
Bachelor, Multi-National Business Operations.
Merrill Edge August 2015 - Present
Electronic Transaction Clearing November 2011 - July 2014
Scottrade May 2005 - October 2011
Charles Schwab & Co., Inc August 1995 - May 2005
Skills
Options, Series 7, Series 63, Financial Markets, Equities, Hedging, Securities, Derivatives, Trading, Investments, Market Data, Financial Advisory, Equity Trading, Hedge Funds, Electronic Trading, Trading Systems, FINRA, FX Options, Bloomberg, ETFs, Equity Derivatives, Commodity, Financial Services, Fixed Income, Portfolio Management, Mutual Funds, Series 24
Education
Anderson University 2002 — 2004
MBA
Indiana State University - School of Business 1989 — 1993
BS, Economics, Finance & Business Administration
North High School
Merrill Edge August 2013 - Present
Bank of America January 2012 - August 2013
MassMutual Financial Group February 2011 - January 2012
Vanguard September 2008 - December 2009
Skills
General Securities..., Trade Finance, Financial Services, Wealth Management, Financial Risk, Banking, Series 7, Series 63, Series 9, Series 10, Life Insurance, Variable Annuities, Supervision, Management, Sales, Finance, Fixed Annuities, Mutual Funds, Securities, FINRA, Investments, Retirement Planning
Education
University of Phoenix 2012 — 2014
Bachelor of Science (BS), Project Management
Arizona State University 2004 — 2006
International Business
Northern Arizona University 1999 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Edge June 2014 - Present
DoublePositive February 2013 - May 2014
Cooper Construction June 2010 - August 2013
Skills
Business Analysis, Quality Assurance, Wealth Management, CRM, Real Estate Project..., SDLC, Financial Analysis, Analysis, Research, Finance
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Merrill Edge June 2014 - September 2015
Merrill Edge November 2013 - May 2014
Charles Schwab January 1998 - January 2013
Charles Schwab 1998 - 2013
Charles Schwab 1998 - 2010
Skills
Relationship-builder..., Contact Management, Business Development, Customer-focused Selling, Customer-focused Service, Prospect and Lead..., Territory..., Management, Series 7, Series 63, Series 65, Series 9, Series 10, Fixed Income, Wholesale Experience, Alternative Investments, Mutual Funds, FINRA, Asset Allocation, ETFs, Investment Advisory, Investments, Series 6, Uniform Combined State..., Wealth Management
Education
Arizona State University 1983 — 1989
Liberal Arts English
Merrill Edge May 2015 - Present
Merrill Lynch July 2013 - December 2014
Merrill Lynch February 2012 - May 2013
Verus Research May 2010 - February 2012
MPC America October 2005 - February 2008
Rich Products (via Aerotek Scientific) September 2003 - July 2005
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65, Bonds, Investments, Equities, Financial Advisory, Alternative Investments, Banking
Education
Arizona State University 2009 — 2011
Master of Business Administration (MBA), Financial Management and Markets
Grove City College 1998 — 2003
Bachelor of Science (BS), Biochemistry
Merrill Edge March 2013 - Present
Merrill Lynch March 2012 - March 2013
Noble Supply & Logistics June 2007 - March 2012
Boston Red Dogs October 2009 - March 2011
Skills
Financial Analysis, Investments, Microsoft Office, Strategic Planning, Financial Modeling, Customer Service, Series 7, Business Strategy, Business Development, Salesforce.com, Microsoft Excel, Microsoft Word, Portfolio Management, Mutual Funds, Finance, Bloomberg, PowerPoint, Corporate Finance, Inventory Management, Sales Management, New Business Development, Contract Negotiation, NetSuite, Series 66, MA Life&Health..., CRPC, Financial Planning, Wealth Management
Education
Babson College 2004 — 2007
BS in Business Administration, Marketing, Strategic Management
Bank of America September 2015 - Present
Merrill Edge January 2014 - August 2015
Merrill Edge February 2013 - January 2014
Merrill Edge June 2012 - February 2013
Univest August 2010 - May 2012
580 WKSK The Farm February 2008 - August 2010
Skills
Investments, Editing, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, Retirement, 401k, Relationship Management, Portfolio Management, Financial Services, Investment Advisory, Sales, Asset Allocation, Series 7, Commercial Banking, Commercial Lending, Small Business Lending, Consumer Lending, Employee Benefits, Retail Banking, Small Business, Loans, Banking, CRM, Credit, Underwriting, Risk Management, Residential Mortgages, Customer Satisfaction, Insurance, Customer Service, Outlook, Mortgage Lending, Refinance, Financial Analysis, Series 6, Loan Origination, Mortgage Banking, Series 63, Leadership
Education
Appalachian State University
Bachelor of Science, Communication, International Public Relations
Wells Fargo Advisors May 2013 - November 2014
Merrill Edge June 2012 - May 2013
Merrill Lynch January 2010 - June 2012
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), Human Development and Family Studies, General
Merrill Edge December 2014 - Present
Arizona Soccer Club January 2011 - Present
Merrill Edge October 2012 - December 2014
Yodle April 2013 - May 2013
American Express September 2006 - January 2008
Skills
Relationship Management, Building Relationships, Finance, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Networking, PowerPoint, Account Management, Higher Education, Matlab, Research, Sales
Education
Arizona State University 2008 — 2013
Bachelor's degree, Business/Corporate Communications, Senior
VyStar Credit Union May 2015 - Present
Merrill Edge April 2014 - May 2015
Lincoln Financial Group June 2012 - April 2014
Merrill Lynch July 2011 - May 2012
Publicis Selling Solutions December 2009 - June 2011
Boehringer Ingelheim November 2003 - October 2009
Skills
Pharmaceutical Sales, Business Acumen, Neurology, Gastroenterology, Cardiology, Sales Management, Marketing, Cold Calling, Selling, Product Launch, Sales, Selling Skills, Finance, Sales Force Development, Sales Operations, Sales Presentations
Education
College of Financial Planning 2012 — 2013
Accredited Asset Management Specialist, Chartered Retirement Planning Counselor, Professional Designations
Auburn University 1994 — 1998
Bachelor of Arts, Corporate Journalism
Bishop Kenny High School 1989 — 1993
Merrill Edge September 2014 - Present
Sports & Broadcast Services 2005 - Present
The Home Depot March 2013 - August 2014
ITT Technical Institute October 2010 - April 2012
CRC Broadcasting KFNN 1510 2007 - 2010
Farmers Insurance January 2007 - December 2007
KTAR Radio 2000 - 2005
The Buttes, Top of the Rock Restaurant 1989 - 2001
North Country Tool & Supply Co. of Maine August 1985 - September 1989
Skills
Marketing, Radio, Event Planning, Advertising, Customer Service, Troubleshooting, Problem Solving, Mentoring, Interpersonal..., Leadership, Recruiting, Sales, Time Management, Interviews, Broadcast, Social Networking, Social Media Marketing, Social Media
Education
Arizona State University - W. P. Carey School of Business 1982 — 1985
B.S., Advertising
Paul Smith's College 1978 — 1980
A.A.S., Hotel & Restaurant Management
CompleteCase.com April 2015 - Present
Santander Bank, N.A. June 2013 - October 2014
Merrill Edge January 2012 - June 2013
Mutual of Omaha April 2011 - December 2011
Fidelity Investments December 2006 - September 2010
FIDELITY INVESTMENTS WORKPLACE INVESTING December 2006 - September 2010
Lifestyle Portraits October 2001 - March 2006
LIFESTYLE PORTRAITS, INC January 2001 - January 2006
TELECOMM SOLUTIONS GROUP January 2000 - January 2001
FREEMAN WELWOOD January 1999 - January 2000
Skills
Retirement Planning, Business Planning, Defensive Planning, Insurance, Retirement, Small Business, 401k, Coaching, Sales Management, Team Building, New Business Development, Fixed Annuities, Marketing Strategy, Investments, Sales, Disability Insurance, Mutual Funds, Life Insurance
Education
Bentley University 1989 — 1993
Bachelor of Arts, English
Bentley University 1989 — 1993
BA, English Language and Literature/Letters
Lexington High School 1986 — 1989
H.S. Diploma, Regular/General High School/Secondary Diploma Program
Merrill Edge July 2013 - November 2013
AXA Advisors January 2013 - July 2013
Pfizer Pharmaceuticals January 2006 - December 2011
Johnson & Johnson March 2002 - January 2006
RWD Technologies June 1998 - March 2002
US Navy September 1991 - August 1997
Skills
Training, Sales, Pharmaceutical Sales, Neurology, Managed Care, Selling Skills, Orthopedic, Pharmaceutical Industry
Education
Baker College Business and Corporate Services 1999 — 2001
Bachelor of Business Management, Business Management, Economics, Finance
Merrill Edge May 2012 - September 2014
Baystate Financial Services 2010 - July 2012
Commonwealth Financial Group October 2009 - December 2010
Fidelity Investments October 1999 - October 2008
BDO Seidman, LLP 1986 - 1989
Liberty Mutual 1978 - 1982
Skills
Underwriting, Tax Preparation, Personal Finance, Investment Operations, Financial Planning, Investments, Retirement, Strategic Financial..., Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1981
MBA, Business Administration
Saint Michael's College 1974 — 1978
BA, Business Administration
Scituate High School 1969 — 1973
Merrill Edge May 2015 - Present
Western Union Business Solutions September 2011 - Present
Top Security November 2007 - January 2011
Education
Institute of Technology, Tralee 2000 — 2004
Bachelor of Business Studies, Business and Marketing
Merrill Edge June 2014 - Present
Bank of America November 2009 - June 2014
Labadi Beach Hotel April 2004 - May 2009
Skills
Microsoft Office, Strategic Planning, Financial Analysis, Leadership, Research, Finance, Risk Management, Negotiation
Education
Bryant University 2013 — 2015
Master of Business Administration (MBA), International Business
Ghana Institute of Management and Public Administration 2006 — 2009
BS, Operations & Project Management
Ghana Institute of Journalism 2000 — 2002
Diploma, Public Relations
Merrill edge September 2014 - Present
Bank of America February 2013 - Present
Bank of America February 2012 - Present
Bank of America March 2008 - February 2012
ALDO Group June 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, HTML, Sales, CRM, Public Relations, Social Media Marketing, Sales Management
Education
Arizona State University 2010 — 2013
Bachelor of Arts (B.A.), Communication
Foothill College 2008 — 2010
Merrill Edge December 2013 - Present
Merrill Lynch April 2011 - December 2013
J.P. Morgan Asset Management December 2009 - March 2011
Citizens Financial Group, Inc. July 2007 - September 2009
Skills
Investments, Wealth Management, Financial Planning, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 7, Insurance, Financial Analysis, Portfolio Management
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston University 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Boston University
Merrill Edge August 2014 - Present
Verizon Wireless November 2012 - July 2014
Rossmar & Graham July 2011 - November 2012
Skills
Budgets, Leadership, Microsoft Office, Sales, Contract Negotiation, Marketing, Customer Service, Public Speaking, Social Media Marketing, Financial Analysis, Finance
Education
Arizona State University - W. P. Carey School of Business 2005 — 2011
B.A. Business Communication, Business Communication, Japanese
Western & Southern Financial Group May 2015 - Present
Merrill Edge January 2014 - April 2015
Charles Schwab October 2013 - January 2014
Insight August 2012 - October 2013
Skills
Marketing Communications, Advertising Sales, Sales Management, CRM, Direct Sales, New Business Development, Salesforce.com, Sales, Advertising, Marketing, Social Networking, Selling, Social Media Marketing, Cold Calling, Leadership
Education
Arizona State University 2007 — 2012
Bachelor of Interdisciplinary Studies, Business and Psychology
Madison High School
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch March 2015 - September 2015
ML Bull Masters April 2015 - August 2015
Toastmasters International April 2015 - August 2015
Knights of Columbus Council # 7046 January 1995 - August 2015
Merrill Edge January 2013 - March 2015
Art of Speaking Toastmasters Club August 2015 - 2015
Merrill Edge January 2010 - January 2013
Merrill Edge January 2005 - January 2010
Merrill Edge September 2003 - January 2005
Skills
Finance, Financial Analysis, Banking, Risk Management, Microsoft Excel, Customer Service, PowerPoint, Financial Services, Portfolio Management, Public Speaking, Toastmasters, Strategic Planning, Sales, Business Analysis, Macro Programming, Investments, Equities, Financial Advisory, Financial Modeling, VBA, Microsoft Office, Microsoft Word, Microsoft Project, Microsoft Outlook, Leadership
Education
The Chubb Institute of Technology 2001 — 2002
Web Development and Visual Basic Programming
Sayreville War Memorial HS
Stevens Institute of Technology
Electrical and Electronics Engineering
Erland Construction April 2015 - Present
Prestige Accommodations, Inc June 2013 - April 2015
Merrill Edge January 2013 - April 2013
DataSphere Technologies Inc. June 2012 - November 2012
Verizon Wireless February 2011 - June 2012
US Navy June 2008 - June 2012
Pennsylvania Department of Community & Economic Development August 2009 - November 2011
Pennsylvania Health Systems January 2009 - June 2009
RR Donnelley June 2005 - September 2008
Skills
•Project Management/..., Maintaining and..., Microsoft Office Suite..., •Social Media/Consumer..., •Proficient with..., Designed and produced..., Management, Program Management, Marketing, Sales, B2B, Networking, Investments, Leadership, Microsoft Office, Customer Service, PowerPoint, Sales Presentations, Social Media, Microsoft Excel, Social Networking, Microsoft Word, Public Speaking, Social Media Marketing, Time Management, Marketing Strategy, Account Management, Advertising, Strategic Planning, Marketing Communications, Project Management, Business Development, Salesforce.com, Cold Calling, New Business Development, Facebook, Outlook, Research, Mobile Devices, Teamwork, Team Building, Policy
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Management
Naval Construction Training Center, Gulfport MS 2008 — 2008
Associates degree, Construction Management
Broadridge June 2014 - June 2015
LA Fitness May 2014 - August 2014
Merrill Edge April 2013 - November 2013
Charles Schwab September 2012 - March 2013
Charles Schwab July 2011 - September 2012
Merrill Lynch June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Sales, Customer Service, Research, Leadership, Direct Sales, Financial Analysis, Social Media, Finance, Fitness Training, Human Anatomy, Cardiac Rhythm..., Accounting, Trading
Education
Arrhythmia Technologies Institute 2015 — 2016
Cardiac Medical Devices
Arizona State University 2008 — 2010
Bachelors, Finance + Accounting
Monmouth University 2006 — 2008
Finance
Merrill Edge January 2013 - July 2015
J.P. Morgan 2010 - 2012
Mercantil Commercebank 2007 - 2010
Skills
Portfolio Management, Banking, Customer Service, Investment Banking, Series 63, Series 7, Investments, Uniform Combined State..., Wealth Management, Credit, Credit Analysis, Finance, Loans, Microsoft Office, Negotiation, Private Banking, Risk Management, Financial Analysis, Strategic Financial..., Financial Planning, Fixed Income, Securities
Education
City College-Miami
Bachelor of Applied Science (BASc), Business Administration and Management, General
Merrill Edge May 2014 - Present
Merrill Edge December 2012 - May 2014
John Thomas Financial January 2012 - November 2012
Pfizer January 2011 - January 2012
Dow Jones September 2010 - January 2011
Dow Jones Indexes May 2010 - September 2010
TD Bank June 2008 - September 2008
Skills
VBA, SAS programming, Bloomberg Terminal, Microsoft Excel, Sales, Equity Research, Financial Planners, Customer Service, Investments, Equities, Mutual Funds
Education
Arcadia University 2006 — 2010
BA, Math and Finance
City University London 2006 — 2006
Charles Schwab June 2015 - Present
UBS August 2013 - June 2015
Merrill Edge November 2011 - July 2013
Merrill Edge May 2011 - November 2011
Merrill Edge March 2007 - May 2011
Merrill Edge July 2001 - March 2007
Education
Jacksonville University 2007 — 2009
Master of Business Administration (MBA)
Bluffton University 1994 — 1998
Bachelor of Arts (B.A.)
Merrill Edge May 2015 - Present
Thirty-One Gifts March 2012 - Present
Merrill Edge November 2014 - May 2015
Merrill Edge November 2013 - October 2014
Liberty Mutual Insurance November 2012 - May 2013
Merrill Edge April 2011 - November 2012
Bank of America March 2010 - April 2011
Bank of America April 2009 - March 2010
Bank of America May 2006 - April 2009
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Insurance, Relationship Management, Customer Service, Sales, Call Center, Financial Services, Series 7, Series 66, Networking, Marketing, Finance, Editing, Call Centers, Account Management, Direct Sales, Customer Satisfaction, Small Business, Coaching, New Business Development, Selling, Risk Management, Investments, CRM, Life Insurance, Creative Problem Solving, Financial Analysis, Leadership, Customer Retention, Training, Team Building, Uniform Combined State...
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Marketing
University of Phoenix 2001 — 2003
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Arizona State University 1996 — 1998
Pre-Business/Marketing
Merrill Edge
Skills
Investments, Financial Services, Portfolio Management, Financial Analysis, Sales, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Equities, Banking, Asset Management, Securities, Financial Advisory, Finance
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Bachelor of Arts (BA), Arts, Entertainment, and Media Management
Merrill Edge August 2014 - Present
Corinthian Colleges November 2009 - August 2014
Wolters Kluwer Financial Services May 2007 - December 2009
Henson Partners, Inc. July 2009 - November 2009
H&R Block January 2007 - May 2007
Hazen Research, Inc. May 2006 - January 2007
Skills
Leadership, Microsoft Office, Team Building, Customer Service, Data Entry, Quality Assurance, Social Media, Training, Retail, Research, Public Speaking, Management, B2B, Financial Services, Executive Search, Series 7, Series 66, Retirement Planning, Investments, Mutual Funds
Education
Arizona State University 2005 — 2009
B.S., Political Science
University of Melbourne 2007 — 2008
B.S., Political Science
Merrill Edge May 2015 - Present
MidFirst Bank March 2014 - May 2015
Yum's Restaurant May 2011 - August 2012
Skills
Customer Service, Time Management, Teamwork, Critical Thinking, Telephone Skills, Goal Oriented, Creative Problem Solving, Microsoft Word, Microsoft Excel, HTML scripting, Academic Writing, Interpersonal Skills, Emotional Intelligence, Social Skills, Communication, Leadership, Management, Problem Solving, Sales, Financial Analysis, Financial Planning, Financial Services, Investments, Retirement Planning, Stock Trading, Investment Strategies, 401k, IRAs, REIT, Equities, Bonds, Market Analysis, Economics, Finance, Personal Financial...
Education
Ashford University
Bachelor’s Degree, Business Administration with Finance Specialization
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Merrill Edge May 2015 - Present
University of Phoenix March 2014 - May 2015
POET June 2013 - March 2014
U.S. Commercial Service/Peppermint Energy January 2013 - February 2013
Augustana College September 2011 - August 2012
Augustana College (SD) January 2012 - May 2012
Skills
SPSS Data Entry, Knowledge in Microsoft..., Experience in Research..., Highly Adaptable, Self Motivated, Business Planning, Data Analysis, Data Entry, Event Planning, Human Resources, Interviews, Logistics, Master Scheduling, Psychology, Rail, Research, SPSS, Teaching, Market Research
Education
Dakota State University Graduate School 2014 — 2017
Master of Business Administration (M.B.A.)
Augustana College 2009 — 2013
Bachelor of Arts, double; Business Administration and Psychology*
Mitchell High School 2004 — 2008
Merrill Edge March 2015 - Present
AXA Advisors September 2014 - December 2014
Arizona State University August 2013 - December 2014
ESM July 2013 - August 2014
Grand Street BID June 2012 - August 2012
Skills
Microsoft Office, Urban Planning, Sustainability, Public Speaking, Teaching, Community Outreach, Grant Writing, Research, Program Development, Higher Education, Policy Analysis
Education
Arizona State University 2013 — 2014
Master of Science (M.S.), Urban and Environmental Planning
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Urban Planning
Merrill Edge May 2012 - Present
North Star Resource Group February 2012 - May 2012
P.F. Chang's China Bistro June 2008 - April 2012
Tempe Chamber of Commerce September 2011 - December 2011
Tilly's May 2006 - May 2008
Skills
Customer Service, Social Media, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media Marketing, Sales, Microsoft Word, Outlook, Marketing, Event Planning, Community Outreach, Budgets, Social Networking, Series 7, Series 66, Finance, Retirement Planning, Leadership
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
BS, Finance
Merrill Edge February 2013 - Present
HSBC March 2011 - May 2012
ClearView Wealth Management May 2003 - March 2011
Merrill Lynch June 1999 - May 2003
Citizens Bank September 1992 - June 1999
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Strategic Financial..., Equities, Alternative Investments, Asset Managment, Estate Planning, Fixed Income, Insurance, Portfolio Management, Asset Allocation, Retirement, Series 63, Wealth
Education
Southern Connecticut State University
B.A., Mathematics
Albertus Magnus College 2001 — 2002
Personal Financial Planning, Financial Planning and Services
Merrill Edge August 2009 - Present
BeActiveTogether February 2013 - Present
Merrimack Valley Sandbox June 2014 - September 2014
Bank of America August 2009 - February 2010
Bank of America September 2008 - August 2009
Skills
Investments, Banking, Series 7, Strategic Financial..., Financial Services, Real Estate, Chinese, Culinary Skills, Analysis, Risk Management, Time Management, Asset Management, Financial Planning, Microsoft Office, Financial Analysis, PowerPoint, Research, Microsoft Word, Finance, Social Media, Leadership, Financial Modeling
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Accounting
Brockton High School 2001 — 2005
General Studies
Merrill Edge September 2015 - Present
Burning Vybz Entertainment June 2013 - Present
Merrill Lynch October 2012 - September 2015
American General Life and Accident July 2011 - November 2012
MNR Enterprises, LLC October 2008 - July 2011
New York Life Insurance Company 2002 - 2004
New York Life Insurance Company 1992 - 2002
Skills
DJ, Master of Ceremony, Music, Marketing, Leadership, 401k, Social Networking, Online Marketing, Fixed Annuities, Emcee, Retirement Planning, Entertainment, Entrepreneurship, Social Media Marketing, Sales, Corporate Events, Insurance, Public Speaking, Whole Life, Training, Social Media, Employee Benefits, Finance
Education
University of Phoenix 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Berkeley College 1999 — 2001
Bachelor's, Marketing
Berkeley College 1991 — 1992
AAS, Management
Zionsville Presbyterian Church January 2014 - Present
Merrill Edge June 2013 - December 2013
Moorehead Communications October 2011 - May 2013
Moorehead Communications January 2011 - May 2013
Parker Hannifin March 2010 - July 2011
Parker Hannifin January 2010 - January 2011
Parker Hannifin June 2008 - August 2008
Parker Hannifin May 2007 - August 2007
Parker Hannifin August 2006 - January 2007
Parker Hannifin June 2006 - August 2006
Skills
Excel, Microsoft Office, Budgeting, Investment Portfolio, Portfolio Management, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Finance, Strategic Financial..., Financial Risk, Financial Markets, Personal Finance, Investments, Investors, Investment Advisory, Investment Strategies, Investor Relations, Microsoft Excel, MS Excel Pivot Tables, Managed Money, Value Investing, Banking, Data Analysis, Credit Analysis, Stock Market, Stock Picking, Stock Trading, Stocks
Education
Anderson University
MASTER’S OF, BUSINESS ADMINISTRATION
Anderson University
BACHELOR OF ARTS
Anderson University 2007 — 2009
Finance, Investments
Miami University 2005 — 2007
Merrill Edge June 2015 - Present
TD Ameritrade August 2013 - April 2015
Zywave August 2012 - April 2013
Logix Federal Credit Union September 2011 - August 2012
AXA Advisors October 2006 - September 2011
Skills
Investments, Insurance, Series 7, Retirement Planning, Retirement, Finance, Investment Advisory, Financial Planning, Financial Services, Wealth Management, Mutual Funds, Sales, Trading, Financial Analysis, Equities, Strategy, New Business Development, Sales Process, Portfolio Management, Options, Risk Management
Education
Arizona State University
Bachelor of Arts (B.A.)
Merrill Edge January 2010 - Present
Target/Walmart August 2009 - Present
AT&T Global Services May 2008 - January 2011
FedEx Office January 2004 - September 2009
SRP Computer Solutions, Inc. September 2006 - October 2008
Pacific Sunwear June 2006 - June 2007
Education
National University 2008 — 2010
MBA, Technology, Business & Marketing, 4.0
Art Institute of Pittsburgh 2004 — 2006
Bachelor of Science, Website Design
Art Center College of Design 2001 — 2002
Certification, Package Design
California Institute of the Arts 1999 — 2001
BFA, Graphic Design
Platt College of Newport Beach 1997 — 1999
AA, Photography, Graphic Design & Illustration
Capella University
Master's degree, Organizational Behavior Studies
Merrill Edge March 2010 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments November 2003 - March 2007
FleetBoston Financial January 2001 - March 2003
iMakeNews July 2000 - November 2000
Liberty Mutual June 1999 - July 2000
Hambrecht & Quist January 1994 - August 1997
Skills
Marketing Communications, Management, Digital Marketing, Marketing, Strategy, Leadership, Advertising, Account Management, Project Management, Online Marketing, Training, Team Leadership, Lead Generation, Email Marketing, Online Advertising, Direct Marketing
Education
Boston College
MBA, Marketing
University of Massachusetts, Amherst
BA, English and minor in Sociology
CSX Transportation Intermodal July 2014 - Present
Merrill Edge August 2011 - August 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Merrill Lynch January 2007 - March 2010
Alfmeier Corporation August 2000 - January 2007
Skills
Financial Analysis, Portfolio Management, Seibel, Portfolio Optimization, Process Optimization, Investment Portfolio, Portfolio Assessment, Machine Tools, Injection Molding, Process Improvement, Series 7, Series 66, Life Insurance, Variable Annuities, Model Portfolios, Portfolio Performance..., Investment Banking, Investment Advisory, Investment Strategies, Investment Management, Return on Investment, Banking, Financial Statement..., Microsoft Office, Microsoft Excel, Microsoft Word, Market Analysis, Production Managment, Retirement Planning, Series 63, Mortgage Banking, Residential Mortgages, Mortgage Lending, Mortgage Marketing, Asset Allocation, Series 65, Uniform Combined State..., Mutual Funds, Wealth Management, Fixed Annuities, Series 6, Separately Managed..., Management, Leadership
Education
Clemson University - College of Business and Behavioral Science 2001 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Greenville Technical College 2000 — 2001
College Transfer
Blue Ridge Community College 1995 — 1996
Associate of Science (A.S.), Machine Tool Technology/Machinist
MS training in NJ
Merrill Edge February 2014 - Present
Morgan Stanley Wealth Management April 2013 - January 2014
JPMorgan Chase May 2012 - April 2013
Theta Chi Fraternity January 2008 - December 2009
Skills
Microsoft Office, Inventory Management, New Business Development, Budgeting, Fundraising, Financial Analysis, Corporate Finance, Finance, Banking, Strategic Planning, Series 7, Series 66, Budgets, Sales, Social Networking, Leadership, Management, Life Insurance, Health Insurance, Variable Products
Education
Aarhus Universitet 2010 — 2010
Exchange, Business Administration
Oregon State University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance & International Business
Merrill Edge September 2014 - Present
PHH/Merrill Lynch June 2012 - Present
Lehman Brothers 1998 - 2008
DreamFilms Inc January 1998 - January 2007
Rod Communications January 1994 - December 2004
DIGITAMEDIANET.COM 1999 - 2002
T.I.B January 1990 - January 2000
Lehman Brothers January 1986 - January 1993
Skills
Budgets, Finance, Management, Leadership, Project Management, Risk Management, Financial Modeling, Marketing, Investments, Negotiation, Entrepreneurship, Microsoft Office, Research, Customer Service, Project Planning, Social Networking, Strategic Planning
Education
Atlantis University 2012 — 2014
Associate’s Degree, International Business/Trade/Commerce, 3.5
Walden Multimedia Institute
Multimedia
Orange Coast College
Film & Video
Western Illinois University 1979 — 1984
Buisness, Arts
Mendel Catholic H.S. 1975 — 1979
Preparatory High School
Atlantis University
International Business/Trade/Commerce
Merrill Edge September 2014 - Present
Bank of America May 2013 - September 2014
RideNow Powersports December 2010 - May 2013
Best Buy 2010 - 2011
Skills
Inventory Management, Customer Service, Sales, Microsoft Excel, Social Media, Microsoft Office, Team Building, Social Networking, Event Planning, Strategic Planning, Negotiation, Recruiting, Management
Education
Arizona State University
University of Arizona
Merrill Edge September 2013 - Present
AXA Advisors September 2011 - August 2013
CB Richard Ellis 2007 - 2011
CB Richard Ellis 2003 - 2007
Skills
Marketing, Market Research, Business Planning, Real Estate, Real Estate Economics, Brokerage, Management, Financial Analysis, Commercial Real Estate, Leases, Disposition
Education
University of Pennsylvania 1992 — 1994
MCP, City Planning
Arizona State University 1988 — 1992
BS, Urban Planning
Merrill Edge January 2013 - Present
Merrill Edge September 2011 - December 2012
Vanguard June 2008 - August 2011
Vanguard May 2006 - June 2008
Skills
Financial Services, Microsoft Office, Series 7, Series 63, Customer Service, Securities, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Financial Markets, Research, Retirement, Relationship Management, Microsoft Word, Social Media, Equities, Fixed Income, Sales Management
Education
Arizona State University 2000 — 2005
Bachelors, Business and Sociology
Merrill Edge June 2014 - Present
Safety Net Solutions February 2011 - June 2014
Landmark April 2007 - January 2011
Tellus Group June 2006 - April 2007
Skills
Strategic Planning, Team Building, Marketing, Event Management, Project Management, Management, Marketing Strategy, New Business Development, Nonprofits, Leadership Development, Coaching, Expense Allocation, System Administration, Public Speaking, Product Development, Social Media, Selling, Account Management, Event Planning, Executive Management, Microsoft Excel, Customer Service, Exceptional People..., Analysis, Microsoft Office, Recruiting, Cross-functional Team..., Exceptional mentor &..., Negotiation, Project Planning, Sales, Expense Reports, Expense Management, Marketing Communications, Staff Development, Teaching, Lifestyle Coaching, Research, Exceptional organization, Program Management, Team Leadership
Education
Boston University 1977 — 1981
Political Science and Government
Merrill Edge February 2014 - Present
Colonial Life November 2012 - April 2014
Baystate Financial Services April 2011 - October 2012
Wells Fargo Advisors, LLC February 2008 - November 2010
Philanthropic Strategic Planning, Inc. August 2003 - February 2008
Dean College September 2005 - October 2007
Archdiocese of Boston August 2000 - August 2003
State Street Global Advisors January 1995 - March 2000
State Street Bank 1981 - 1995
Skills
Asset Management, Charitable Giving..., Retirement Planning, Securities, Customer Relations, Non-profits, Fundraising, Relationship Management, Investment Management, Philanthropy, Strategy, Strategic Planning, Asset Managment, Nonprofits, Finance, Marketing, Customer Service, Leadership, Investments, Voluntary Employee..., Financial Services, Employee Benefits, Management, Retirement
Education
Bentley University 1976 — 1981
BS, Management
Westwood High School 1972 — 1976
Merrill Edge February 2013 - Present
Bank of America June 2011 - February 2013
3form 2004 - 2008
Skills
Project Management, Process Improvement, Business Analysis, Program Management, Risk Management, Team Leadership, Project Planning, Product Management, Product Development, Agile Project Management, Vendor Management, Strategic Planning, Business Process..., Management, Cross-functional Team...
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Master of Business Administration (MBA), Finance & Strategy
Brigham Young University
Bachelor of Arts (B.A.), Economics
Merrill Edge March 2015 - Present
Merrill Edge August 2014 - March 2015
Merrill Lynch November 2012 - August 2014
Bank of America Merrill Lynch October 2009 - January 2013
Bank Of America October 2009 - October 2010
Wells Fargo Home Mortgage March 2009 - October 2009
AdonNetwork.com January 2008 - November 2008
Maricopa Mortgage March 2006 - January 2008
NationsChoice Mortgage March 1994 - March 2006
TB Lead Resources March 1997 - July 2004
Skills
Mortgage, NMLS, Securities, Wealth Management, Series 7, Relationship Management, Series 63, Banking, Financial Services, Cash Management, Credit, Mortgage Banking, Loans, Mortgage Lending, Finance, Investments, Sales
Education
Arizona State University 1986 — 1991
B.S., Political Science
Charles Schwab September 2013 - December 2013
Merrill Edge June 2013 - August 2013
Charles Schwab January 1999 - January 2005
Bank of Arizona January 1998 - January 1999
WNBA Phoenix Mercury June 1998 - August 1998
Skills
Training, Management, Leadership, Business Development, Project Planning, Customer Service, Call Centers, Microsoft Excel, Teamwork, Employee Benefits, Securities, Mutual Funds, PowerPoint, Financial Services, Research, Fixed Income, Trading, Financial Risk, Series 63, Banking, Options
Education
Arizona State University 1996 — 1998
Bachelor of Science, Marketing
Washtenaw Community College 1994 — 1996
Associate Degree, General Studies
Merrill Edge February 2014 - Present
Merrill Edge October 2012 - February 2014
SagePoint Financial July 2011 - November 2012
Charles Schwab December 2006 - December 2010
PNC Financial Services 2004 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Advisory, Asset Allocation, Series 63, Fixed Income, Insurance, Estate Planning, Bonds, Investments, Asset Management, Bloomberg, Strategic Financial..., Leadership, Portfolio Management, IRAs, Wealth Management..., Options, Investment Strategies, Financial Planners, Financial Analysis, Fixed Annuities, Uniform Combined State..., Banking, Equities, Roth IRA, Financial Services, Alternative Investments, Retirement, 401k, Retirement Savings, Risk Management, FINRA, Wealth, Trading, Wealth Management, ETFs, Finance, Relationship Management, Wealth Accumulation, Investment Advisory, Financial Risk, Financial Markets, Series 65, Variable Annuities
Education
Arizona State University 2007 — 2011
BIS, Small Business Administration/Political Science
Charles Schwab September 2011 - Present
Merrill Edge May 2011 - August 2011
USAA June 2009 - May 2011
USAA August 2007 - June 2009
New York Life April 2006 - June 2007
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Finance
Western Michigan University - Haworth College of Business 2002 — 2006
B.B.A., Personal Financial Planning
Merrill Edge November 2012 - Present
Cabarrus College of Health Sciences January 2011 - Present
Bank of America May 2011 - November 2012
Wachovia, A Wells Fargo Company June 2010 - June 2011
GMAC Financial Services July 2009 - March 2010
Bank of America 2010 - 2010
MassMutual May 2008 - July 2009
Myself January 2001 - August 2008
MassMutual 2005 - 2008
TMP Worldwide August 1996 - June 1999
Skills
Content Management, Interactive Marketing, Online Marketing, Advertising, Web Design, Project Management, Social Media, Online Advertising, E-commerce, Digital Marketing, HTML, Web Content Management, User Interface Design, User Experience, Web Analytics, SEO, Project management, Marketing, Email Marketing
Education
Bay Path University 2007 — 2009
Masters, Communications & Information Management
Springfield Technical Community College 2000 — 2001
Certificate, Web Design
Institute of European Studies 1994 — 1995
Simmons College 1991 — 1995
Bachelors of Arts, Advertising
Merrill Edge July 2014 - Present
Merrill Lynch November 2012 - July 2014
Resource Page January 2010 - September 2012
African Methodist Episcopal University September 2011 - August 2012
Platinum Property Services, Inc. August 2002 - December 2011
New York Life Insurance Company March 2009 - March 2010
Simon Property Group, Inc. January 2004 - August 2008
Skills
Real Estate, Strategic Planning, Budgets, Property Management, Accounting, Public Speaking, Non-profits, Negotiation, Leadership, QuickBooks, Customer Service, Contract Negotiation, Team Building, Financial Analysis, Financial Reporting, Microsoft Excel, Project Management, Training, Forecasting, Microsoft Office
Education
Nova Southeastern University 2013 — 2015
M.M.I.S.
Clark Atlanta University 2000 — 2002
MBA
Adelphi University 1977 — 1981
BA
Westbury High School
Diploma
Merrill Edge October 2009 - Present
Bank of America July 2005 - October 2009
Arthritis Foundation 2004 - 2008
Bank of America April 2004 - June 2005
Fleet Bank February 1997 - April 2004
Bank of Boston November 1993 - February 1997
Businessland May 1989 - January 1991
Skills
Product Management, Product Marketing, Risk Management, Sales, Asset Management, Financial Services, Relationship Management, CRM, Investment Banking, Integrated Marketing, Analysis, Investments, Marketing, Business Planning, Strategy, Market Research, Mutual Funds, Start-ups, Management, Team Building, Vendor Management, Six Sigma, Series 7, Program Management, Public Speaking, Portfolio Management, Marketing Strategy, Integration, Wealth Management, Banking, Strategic Planning, Analytics, PMO, Customer Service, Mergers & Acquisitions, Competitive Analysis, Business Analysis, Finance, Cross-functional Team..., Series 63, Executive Management, Strategic Partnerships, Leadership, Business Development, Securities, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.), International Business and Marketing
Connecticut College
Bachelor's Degree, European History and American Government
Crystal Springs Uplands Schools
The Law Office of J.H.Elias June 2015 - Present
California Department of Business Oversight June 2014 - July 2014
TJSL Small Business Law Center January 2013 - May 2013
Ramey and Perry Associates May 2012 - August 2012
Thomas Jefferson School of Law January 2012 - May 2012
Merrill Edge November 2010 - August 2011
Banc of America Investments June 2006 - March 2009
Banc of America Investments March 2005 - June 2006
Putnam Investments October 2003 - January 2005
Skills
Investments, Mediation, Entrepreneurship, Entrepreneurship..., Entrepreneurial Finance, Finance, Economics, Business Analysis, Business Planning, Small Business, Business Development, Analysis, Management, Legal Writing, Securities, Mutual Funds, Strategic Financial..., Financial Planning, Public Speaking, Research, Legal Research, Securities Litigation, General Practice of Law, SEC Filings, Business Strategy, Corporate Law, Contract Law, Securities Regulation, Transactional Law
Education
Thomas Jefferson School of Law 2011 — 2014
Doctor of Law (J.D.), Business Law, Top 15%
Bentley University 2007 — 2010
MBA, Entrepreneurship and Management
Bryant University 2000 — 2003
BS, Finance and Economics
Merrill Edge April 2013 - Present
Hebberd-Kulow Ent. September 2001 - December 2012
Merrill Lynch June 2012 - November 2012
Arizona Farms May 2001 - September 2001
Okayama Daianji High School July 1998 - July 2000
Skills
Sales Management, Account Management, Budgeting, Product Sales, Employee Management, Project Planning, Strategic Communications, Logistics, Customer Relations, Public Speaking, Series 7, Budgets, Sales, Business Development, Entrepreneurship, Leadership, CRM, Customer Service, Management, Negotiation, Finance, Strategic Planning, Financial Services
Education
Arizona State University 1995 — 1998
BA, Communication
Merrill Edge August 2015 - Present
Bank of America April 2011 - August 2015
Skills
Strategic Planning, Marketing, Event Planning, Event Management, Corporate Events, Meeting Planning, Communication, Internal Communications, Strategic Communications, Marketing Strategy, Training, Change Management, Operations Management, Credit, Business Process..., Relationship Management, Customer Service, Vendor Management, Leadership, Sales, Project Management
Education
Boston College 2005 — 2010
Undergrad, Communications
Boston College 2005 — 2010
Master's degree, Administrative Studies
Merrill Edge October 2011 - Present
Whitin Community Center 2003 - Present
Fisherville and Farnumsville Streetscape Committee April 2009 - October 2013
Merrill Lynch, Pierce, Fenner & Smith, Inc January 2009 - December 2010
Banc of America Investments July 2006 - January 2009
Quick and Reilly / Banc of America Investment Service, Inc. November 2005 - June 2006
Fleet Bank January 1995 - May 2000
BankBoston previously Mechanics Bank 1986 - 1994
Skills
Compliance Management, Regulatory Supervision, Insurance, Mutual Funds, Investments, Securities, Series 7, Banking, Financial Advisory, Risk Management, Financial Services, Trading, Series 63
Education
Assumption College
BA
Merrill Edge September 2014 - Present
Men's Wearhouse June 2013 - August 2014
Men's Wearhouse March 2013 - June 2013
Crush Communications June 2012 - December 2012
Hertz Local Edition June 2011 - January 2012
Seidman Research Institute November 2007 - May 2011
Arizona State University Sales Academy May 2009 - August 2009
Skills
Social Media, Marketing, Customer Service, Microsoft Office, Event Planning, Public Speaking, Social Media Marketing, Microsoft Excel, PowerPoint, Marketing Strategy, Research, Analysis, Retail, Social Networking, Sales
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Marketing, Communications
Merrill Edge 2015 - Present
Morgan Stanley Wealth Management 2013 - December 2014
Ashford University 2011 - 2013
Ashford University 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2010
Morgan Stanley Smith Barney 2006 - 2010
Delta Air Lines 2005 - 2006
Skills
Leadership, Customer Service, Financial Services, Financial Statements, Financial Markets, Default Prevention, Investment Advisory, Microsoft Office, Process Improvement, Series 7, Series 66, Data Analysis, Brokerage Operations, Trading Systems, FX trading, Project Management, Unix, Technical Support, Windows Server, Time Management, Microsoft Excel, Investments, Finance
Education
Ashford University 2010 — 2012
MBA
North Carolina Agricultural and Technical State University 2001 — 2006
BS
Mt. Carmel High School
Merrill Edge June 2014 - Present
Merrill Edge May 2012 - June 2014
Skills
Microsoft Excel, Financial Analysis, Project Management, Data Analysis, SQL, Strategic Planning, Public Speaking, Research, Analysis, Leadership, Series 7, Finance, Financial Services, Sales, Financial Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Investments, Training, Team Building, Management, Asset Management, Securities, Equities, Retirement, Asset Allocation
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.7
Merrill Edge February 2014 - Present
Merrill Edge January 2009 - January 2014
Banc of America Investments December 2004 - January 2009
Bank of America May 2004 - December 2004
FleetBoston Financial March 2001 - April 2004
BankBoston June 1999 - February 2001
Skills
Series 7, Relationship Management, Banking, Investments, Risk Management, Customer Acquisition, Business Strategy, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Business Analysis, Financial Modeling, Financial Analysis, Analysis, Business Planning, Analytics, Business Process..., Cross-functional Team..., FINRA, Investment Banking, Start-ups, Strategy, Retail Banking, Retirement Planning, Equities, Asset Management, IRAs, Corporate Finance, Securities, Financial Planning, Bloomberg, Investment Advisory, Retirement, Process Improvement, Private Equity, CRM, Business Development, Fixed Income, Investment Management, Financial Risk, Mergers & Acquisitions, Competitive Analysis, Financial Advisory, Options, Trading, Investment Strategies, Valuation, Uniform Combined State..., Credit
Education
Boston College 1995 — 1999
Bachelor of Science, Finance, Marketing
Merrill Edge January 2014 - Present
Bank of America August 2007 - January 2014
Enterprise Rent-A-Car February 2003 - August 2007
Skills
Consumer Lending, Small Business Lending, Loans, Banking, Retail Banking, Branch Management, Mortgage Lending, Credit, Mortgage Banking, Lines Of Credit, Loan Origination, Cross Selling
Education
Arizona State University 1999 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
West Virginia University 1998 — 1999
Merrill Edge January 2014 - Present
Merrill Edge October 2011 - January 2014
Chase 2010 - 2011
USAA 2007 - 2009
USAA 2005 - 2007
Skills
Business Development, Retirement Planning, Investments, Financial Services, Strategic Financial..., Insurance, Financial Advisory, Team Management, Risk Assessment, Client Training &..., Strategic Planning &..., Incentive Planning, Financial Modeling, Market Development, Relationship Building, Portfolio Management, Finance, Wealth Management, Financial Planning, Securities, Mutual Funds, Asset Allocation
Education
Arizona State University 1998 — 1999
Bachelor's Degree, Communications
Merrill Edge November 2012 - Present
Alam Insurance & Financial Services January 2009 - November 2012
Education
Armstrong University
Master of Business Administration (MBA), Marketing/financing
Merrill Edge December 2014 - Present
Edward Jones October 2012 - November 2014
Desert Turf Care, LLC September 2007 - October 2012
O'Malley Beverage, Inc. May 1998 - September 2007
Skills
Investments, Management, Budgets, Team Building, Strategic Planning, Sales Management, Customer Service, Small Business, Sales, New Business Development, Coaching, Contract Negotiation, Facilities Management, Purchasing, Insurance, Operations Management, Contract Management, Microsoft Office, Process Scheduler, Event Management, Financial Analysis, Term Life Insurance
Education
Benedictine College 1996 — 1998
BA, Business - Finance and Marketing
Blue Springs South High School
Blue Springs South High School
Merrill Edge
Skills
Business Strategy, Sales
Education
Arizona State University 2009 — 2012
Bachelor of Science (B.S.), Political Science and Government
Merrill Edge August 2015 - Present
Merrill Edge August 2015 - Present
Alliance Reservations Network January 2015 - Present
Project Arcadia LLC August 2014 - January 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Management, Microsoft Word, Marketing, Leadership
Education
Arizona State University 2009 — 2014
Bachelor's degree, Legal Studies, General
Arizona State University, W. P. Carey School of Business 2009 — 2014
Bachelor's Degree, Business- Legal Studies, 2.83
Merrill Edge November 2011 - Present
VALIC May 2011 - November 2011
Education
Baylor University 2004 — 2008
Bachelors, Financial Services and Planning; Real Estate
Merrill Edge August 2014 - Present
Merrill Edge September 2012 - August 2014
Argosy University September 2010 - August 2012
Social Work 2002 - 2004
Skills
Staff Development, Curriculum Design, Program Development, Personal Finance, Retirement Planning, Financial Services, Series 7, Leadership, Microsoft Excel, Banking, Investments, Sales
Education
Northern Arizona University 2006 — 2008
Master of Education (M.Ed.), 3.92
Arizona State University 2002 — 2004
Bachelor of Arts (B.A.), Psychology, 3.63
Vivint February 2014 - Present
Merrill Edge May 2012 - March 2014
Skills
Customer Service, Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Arizona State University 2012 — 2013
Business/Corporate Communications
Mesa Community College 2008 — 2011
Associate of Arts (AA)
Santander Bank, N.A. September 2015 - Present
Merrill Edge July 2013 - September 2015
Ramada Inn Airport & Conference Center 2006 - 2011
Chase Tower 2004 - 2006
Holiday Inn 2004 - 2006
True Advantage 2003 - 2004
Lighthouse Inn 2001 - 2003
TD Waterhouse 1992 - 2001
Education
Bentley University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Merrill Edge August 2013 - Present
NFL/USA Heads Up Football March 2013 - Present
Scottsdale Community College April 2008 - Present
Skills
Excellent Recruiter, Positive Attitude, Power point, Microsoft Office, Team Leadership, Coaching, Curriculum Development, Event Planning, Higher Education, Public Speaking, Research, Teaching, Fundraising, Staff Development, Curriculum Design, Nonprofits, PowerPoint, Leadership, Leadership Development, Social Networking, Sports
Education
Auburn University 1998 — 2002
Bachelor's degree, Mass Communication/Media Studies
Merrill Edge April 2014 - Present
Schumacher European, Ltd. September 2001 - April 2014
Skills
Analytical Skills, Communication Skills, Interpersonal Leadership, Highly detail oriented, Teamwork, Internal Control..., Financial Statement..., Microsoft Office, Cost Reduction..., Accounting Procedures, Flexible Approach, Adaptable to Changes, Accounting, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Statements
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science (BS), Finance
Paradise Valley Community College 2009 — 2011
Merrill Edge June 2015 - Present
Arizona Country Club October 2011 - Present
Arizona Country Club October 2011 - Present
Sandor Development Compnay March 2015 - June 2015
Skills
Corporate Finance, Golf Courses, Financial Planning, Financial Modeling, Finance, Microsoft Word
Education
Arizona State University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General, junior
Merrill Edge May 2013 - Present
Self-employed 2002 - January 2013
Skills
Equities
Education
Arizona State University 1985 — 1990
Bachelor of Science (BS), Psychology
Merrill Edge June 2014 - Present
Merrill Edge August 2013 - June 2014
Wells Fargo January 2012 - August 2013
Goodwill of Central Arizona August 2011 - January 2012
Goodwill of Central Arizona May 2010 - August 2011
Skills
Sales, Customer Service, Finance, Banking, Relationship Management, Training, Credit, Microsoft Excel, Teamwork, Time Management, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Strategic Financial..., Telephone Skills, Risk Management, Series 7, Series 63, Job Coaching, New Hire Orientations, Mentoring New Hires, New Hire Training, Team Management, Outdoor Recreation, Organization Skills, Emotional Intelligence, Leadership, Team Building, Coaching, Leadership Development, Investments, Securities License, General Securities..., Series 9/10
Education
Rio Salado College 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Arizona Western College 2008 — 2009
General Studies
Swift Transportation June 2014 - Present
Club Z! Tutoring May 2012 - Present
Merrill Edge August 2013 - June 2014
Merrill Lynch January 2010 - August 2013
Ivy Tech Community College August 2011 - May 2012
Charles Schwab August 2007 - November 2008
Skills
Stata, Statistics, Limdep, TSP, Investments, Series 7, Financial Services, Forecasting, Economics, Econometrics, Teaching, Valuation, Macroeconomics
Education
Indiana University Indianapolis 2008 — 2011
Master's degree, Economics
Bellarmine University 2003 — 2007
Bachelor's degree, Economics / Mathematics
Be Well Family Practice June 2013 - June 2015
Merrill Edge January 2015 - March 2015
Sentinel Financial Solutions 2014 - 2014
Saint Peters Hospital December 2012 - January 2013
Mill Road Day Camp January 2009 - January 2011
Skills
Interpersonal..., Microsoft Office, QuickBooks, Learn New Software..., Knowledge-hungry Learner, Early Adopter, Financial Analysis, Financial Statements, Teamwork, Process Efficiency, Google Drive, ADP Payroll, Organization Skills, Employee Benefits, Human Resources, Outlook, Customer Service, Public Speaking
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor's Degree, Human Resource Management/Entrepreneurship, Major GPA: 3.3
Binghamton University 2010 — 2011
Transfered, Computer Science