Merrill Edge

Industry: Retail banking company

Description

Merrill 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

Employee
Years
Job
Industry
Alex LeBegue Alex LeBegue Phoenix, Arizona Area Details
Alex LeBegue's Merrill Edge Experience May 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Francine Yutsis Francine Yutsis Brooklyn, New York Details
Francine Yutsis's Merrill Edge Experience February 2013 - June 2015
Job Financial Advisor at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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

Brandi Curley Brandi Curley Phoenix, Arizona Area Details
Brandi Curley's Merrill Edge Experience October 2014 - March 2015
Job Case Manager
Industry Public Safety
Experience
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

Tom Halloran Tom Halloran Greater Boston Area Details
Tom Halloran's Merrill Edge Experience November 2010 - November 2013
Job President at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
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

Elias Khoury, CRPC ® Elias Khoury, CRPC ® Los Angeles, California Details
Elias Khoury, CRPC ®'s Merrill Edge Experience March 2010 - Present
Job VP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Michael Makary Michael Makary Providence, Rhode Island Area Details
Michael Makary's Merrill Edge Experience August 2013 - February 2015
Job VP, Group Leader at Citizens Investment Services and MBA'16 Candidate at Babson College F.W. Olin School of Business
Industry Financial Services
Experience
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

Amanda Rutledge Amanda Rutledge Phoenix, Arizona Area Details
Amanda Rutledge's Merrill Edge Experience March 2015 - Present
Job Dedicated Field Support at Merrill Edge
Industry Marketing and Advertising
Experience
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

Richard Keever Richard Keever Phoenix, Arizona Area Details
Richard Keever's Merrill Edge Experience October 2013 - Present
Job General Securities Sales Supervisor at Merrill Edge
Industry Online Media
Experience
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

Alvin Hsu Alvin Hsu San Francisco, California Details
Alvin Hsu's Merrill Edge Experience January 2015 - Present
Job Financial Solution Advisor at Merrill Edge
Industry Financial Services
Experience
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)

Tyler Daniels Tyler Daniels Phoenix, Arizona Area Details
Tyler Daniels's Merrill Edge Experience October 2013 - Present
Job Premier Financial Advisor at Merrill Edge
Industry Financial Services
Experience
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

Scott Marks Scott Marks Chandler, Arizona Details
Scott Marks's Merrill Edge Experience September 2014 - Present
Job Financial Advisor at Merrill Edge
Industry Financial Services
Experience
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

Zachary Vie Zachary Vie Tempe, Arizona Details
Zachary Vie's Merrill Edge Experience April 2014 - Present
Job Senior Investment Specialist at Merrill Edge
Industry Financial Services
Experience
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

Jonathan Boettger Jonathan Boettger Tempe, Arizona Details
Jonathan Boettger's Merrill Edge Experience July 2013 - Present
Job CEO Seeking Adrenaline
Industry Sports
Experience
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

Kris O'Reilly, MBA Kris O'Reilly, MBA Phoenix, Arizona Area Details
Kris O'Reilly, MBA's Merrill Edge Experience January 2014 - May 2014
Job Store Manager
Industry Retail
Experience
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

Patrick LaGanke Patrick LaGanke Phoenix, Arizona Details
Patrick LaGanke's Merrill Edge Experience April 2014 - Present
Job Relationship Manager at Merrill Edge
Industry Financial Services
Experience
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

Chris Ernzen Chris Ernzen Phoenix, Arizona Details
Chris Ernzen's Merrill Edge Experience January 2015 - Present
Job Financial Advisor at Merrill Edge
Industry Financial Services
Experience
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

Kyle Masingill Kyle Masingill Scottsdale, Arizona Details
Kyle Masingill's Merrill Edge Experience August 2014 - Present
Job Investment Specialist I at Merrill Edge
Industry Financial Services
Experience
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

Kammy Neitch Kammy Neitch Peoria, Arizona Details
Kammy Neitch's Merrill Edge Experience August 2015 - Present
Job Communications Manager at Merrill Edge
Industry Banking
Experience
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

James Ky James Ky San Francisco Bay Area Details
James Ky's Merrill Edge Experience July 2014 - December 2014
Job Experienced Financial and Investment Analyst
Industry Financial Services
Experience
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

Michael Tiller Michael Tiller Phoenix, Arizona Area Details
Michael Tiller's Merrill Edge Experience January 2013 - Present
Job Team Manager at Merrill Edge
Industry Financial Services
Experience
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

Pat Barnes Pat Barnes Chandler, Arizona Details
Pat Barnes's Merrill Edge Experience October 2014 - Present
Job Investment Specialist
Industry Financial Services
Experience
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

Edward Alvarez Edward Alvarez Visalia, California Details
Edward Alvarez's Merrill Edge Experience January 2014 - Present
Job Vice President; Market Sales Manager
Industry Banking
Experience
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

Rachel English Rachel English Phoenix, Arizona Area Details
Rachel English's Merrill Edge Experience January 2013 - May 2013
Job at
Industry Financial Services
Experience
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

Mario Liddell Mario Liddell Mesa, Arizona Details
Mario Liddell's Merrill Edge Experience October 2013 - Present
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
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

Matt Refner Matt Refner Chandler, Arizona Details
Matt Refner's Merrill Edge Experience April 2014 - July 2014
Job Finance/Investment/Pricing Specialist
Industry Financial Services
Experience
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

Patricia Hennedy Patricia Hennedy Douglas, Massachusetts Details
Patricia Hennedy's Merrill Edge Experience January 2014 - Present
Job
Industry Financial Services
Experience
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

Kristopher Theodoseau Kristopher Theodoseau Chandler, Arizona Details
Kristopher Theodoseau's Merrill Edge Experience May 2014 - Present
Job Ownership Transition Specialist at Merrill Edge
Industry Retail
Experience
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

demetra pappas demetra pappas Greater Boston Area Details
demetra pappas's Merrill Edge Experience April 2009 - Present
Job Merrill Edge at Merrill Lynch
Industry Financial Services
Experience
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

Matt Seeman Matt Seeman Greater New York City Area Details
Matt Seeman's Merrill Edge Experience February 2010 - December 2011
Job Finance & Strategy Manager at Island Source
Industry Financial Services
Experience
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

Rob Palke Rob Palke Phoenix, Arizona Area Details
Rob Palke's Merrill Edge Experience April 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Mary Rorvik Mary Rorvik Greater Seattle Area Details
Mary Rorvik's Merrill Edge Experience August 2012 - September 2014
Job Financial Consultant at TIAACREF
Industry Investment Management
Experience
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

Erik Wells Erik Wells Chandler, Arizona Details
Erik Wells's Merrill Edge Experience September 2012 - Present
Job Financial Solutions Adviser at Merrill Edge
Industry Financial Services
Experience
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

Joseph Bernecker, CFP® Joseph Bernecker, CFP® Phoenix, Arizona Area Details
Joseph Bernecker, CFP®'s Merrill Edge Experience November 2014 - Present
Job Divisional Sales Manager at Merrill Edge
Industry Financial Services
Experience
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

Garrett Crooks Garrett Crooks Prescott, Arizona Details
Garrett Crooks's Merrill Edge Experience March 2015 - Present
Job Financial Advisor at Merrill Edge
Industry Leisure, Travel & Tourism
Experience
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

Michael Westby Michael Westby Phoenix, Arizona Area Details
Michael Westby's Merrill Edge Experience November 2012 - Present
Job Financial Solutions Advisor with Merrill Edge
Industry Financial Services
Experience
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

Andrew McCarville Andrew McCarville Camas, Washington Details
Andrew McCarville's Merrill Edge Experience May 2012 - April 2014
Job Investment Counselor Private Client Group
Industry Financial Services
Experience
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

Andre' Campbell Andre' Campbell Miami/Fort Lauderdale Area Details
Andre' Campbell's Merrill Edge Experience October 2011 - October 2013
Job Agency Owner at Brightway Insurance
Industry Financial Services
Experience
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.

Brian Falls Brian Falls Chicago, Illinois Details
Brian Falls's Merrill Edge Experience August 2015 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Ryan E. Overcash Ryan E. Overcash Chandler, Arizona Details
Ryan E. Overcash's Merrill Edge Experience August 2013 - Present
Job General Securities Sales Supervisor Merrill Edge/Merrill Lynch/ Bank of America
Industry Financial Services
Experience
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

Jacob Cooper Jacob Cooper Tempe, Arizona Details
Jacob Cooper's Merrill Edge Experience June 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
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

Michele Herzberg Michele Herzberg Scottsdale, Arizona Details
Michele Herzberg's Merrill Edge Experience June 2014 - September 2015
Job Merrill Edge
Industry Investment Management
Experience
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

Joe Downs Joe Downs Phoenix, Arizona Details
Joe Downs's Merrill Edge Experience May 2015 - Present
Job AVP Internal Wealth Management Banking Specialist at Merrill Lynch
Industry Financial Services
Experience
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

Charles Gable, CRPC Charles Gable, CRPC Greater Boston Area Details
Charles Gable, CRPC's Merrill Edge Experience March 2013 - Present
Job Financial Solutions Advisor at Merrill Lynch Bank of America
Industry Financial Services
Experience
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

Amanda Tucker Amanda Tucker Greater Atlanta Area Details
Amanda Tucker's Merrill Edge Experience January 2014 - August 2015
Job at Bank of America
Industry Financial Services
Experience
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

Alana Carrasco Alana Carrasco Phoenix, Arizona Area Details
Alana Carrasco's Merrill Edge Experience June 2012 - May 2013
Job Client Services Associate at JP Morgan Chase
Industry Financial Services
Experience
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

Edwin Mesones Edwin Mesones Gilbert, Arizona Details
Edwin Mesones's Merrill Edge Experience December 2014 - Present
Job Team Lead DFS at Merrill Edge
Industry Financial Services
Experience
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

Johnny Beehner, AAMS, CRPC Johnny Beehner, AAMS, CRPC Jacksonville, Florida Area Details
Johnny Beehner, AAMS, CRPC's Merrill Edge Experience April 2014 - May 2015
Job Financial Advisor at VyStar Credit Union
Industry Financial Services
Experience
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

Mark Feinman Mark Feinman Tempe, Arizona Details
Mark Feinman's Merrill Edge Experience September 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Construction
Experience
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

Jim Sheehy Jim Sheehy Greater Boston Area Details
Jim Sheehy's Merrill Edge Experience January 2012 - June 2013
Job CompleteCase
Industry Legal Services
Experience
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

Thomas Stamper Thomas Stamper Jacksonville Beach, Florida Details
Thomas Stamper's Merrill Edge Experience July 2013 - November 2013
Job Manager/Head Coach at CrossFit Total Control
Industry Health, Wellness and Fitness
Experience
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

Gerald McInerney, CFP®, CRPC® Gerald McInerney, CFP®, CRPC® Greater Boston Area Details
Gerald McInerney, CFP®, CRPC®'s Merrill Edge Experience May 2012 - September 2014
Job Investment Analyst at Seeking New Position
Industry Financial Services
Experience
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

Brendan McGinn Brendan McGinn Providence, Rhode Island Area Details
Brendan McGinn's Merrill Edge Experience May 2015 - Present
Job Investment specialist Merrill Edge
Industry Financial Services
Experience
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

Stella Daitey Stella Daitey Providence, Rhode Island Area Details
Stella Daitey's Merrill Edge Experience June 2014 - Present
Job Asset Transition Specialist Merrill Edge
Industry Investment Management
Experience
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

Brittany Trapasso Brittany Trapasso Phoenix, Arizona Area Details
Brittany Trapasso's Merrill Edge Experience September 2014 - Present
Job Financial Solutions Advisor
Industry Investment Banking
Experience
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

Tuyet-Minh Hoang Tuyet-Minh Hoang Houston, Texas Details
Tuyet-Minh Hoang's Merrill Edge Experience December 2013 - Present
Job Financial Solutions Advisor, VP at Merrill Edge
Industry Financial Services
Experience
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

Ken Obray Ken Obray Phoenix, Arizona Area Details
Ken Obray's Merrill Edge Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Curtis Bridge Curtis Bridge Tempe, Arizona Details
Curtis Bridge's Merrill Edge Experience January 2014 - April 2015
Job Manager at Western and Southern Financial
Industry Financial Services
Experience
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

Anthony Cusumano Anthony Cusumano Monmouth Junction, New Jersey Details
Anthony Cusumano's Merrill Edge Experience January 2013 - March 2015
Job Dedicated Sales Associate at Bank of America Merrill Edge
Industry Financial Services
Experience
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

Nick Choquette Nick Choquette Greater Boston Area Details
Nick Choquette's Merrill Edge Experience January 2013 - April 2013
Job Project Management at Erland Construction
Industry Construction
Experience
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

Joe Defuria Joe Defuria Greenville, South Carolina Details
Joe Defuria's Merrill Edge Experience April 2013 - November 2013
Job Student At Arrhythmia Technologies Institute
Industry Medical Devices
Experience
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

María Antonieta Socarrás María Antonieta Socarrás Tampa, Florida Details
María Antonieta Socarrás's Merrill Edge Experience January 2013 - July 2015
Job Financial Consultant
Industry Investment Banking
Experience
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

Alexander Shindnes Alexander Shindnes Greater Atlanta Area Details
Alexander Shindnes's Merrill Edge Experience May 2014 - Present
Job Bank of America VP Corporate FSA
Industry Investment Management
Experience
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

Corey Barnes CFP® Corey Barnes CFP® Waxhaw, North Carolina Details
Corey Barnes CFP®'s Merrill Edge Experience November 2011 - July 2013
Job Vice President, Branch Manager Charlotte, NC
Industry Financial Services
Experience
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.)

Serena Crawford Serena Crawford Chandler, Arizona Details
Serena Crawford's Merrill Edge Experience May 2015 - Present
Job Ownership Transition Specialist at Merrill Edge
Industry Financial Services
Experience
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

Anthony Iacono Anthony Iacono Staten Island, New York Details
Anthony Iacono's Merrill Edge Experience
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Daniel Lennon Daniel Lennon Chandler, Arizona Details
Daniel Lennon's Merrill Edge Experience August 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
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

Justin McAfee Justin McAfee Maquoketa, Iowa Details
Justin McAfee's Merrill Edge Experience May 2015 - Present
Job Financial Solutions Advisor Trainee at Merrill Edge
Industry Financial Services
Experience
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

Kieth Tong, CFP®, AIF® Kieth Tong, CFP®, AIF® Greater Boston Area Details
Kieth Tong, CFP®, AIF®'s Merrill Edge Experience January 2015 - Present
Job Financial Consultant Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
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

Melanie Jerke Melanie Jerke Phoenix, Arizona Area Details
Melanie Jerke's Merrill Edge Experience May 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
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

Jaime Paniagua Jaime Paniagua Tempe, Arizona Details
Jaime Paniagua's Merrill Edge Experience March 2015 - Present
Job Investment Specialist
Industry Financial Services
Experience
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

Lucas McCarville Lucas McCarville Phoenix, Arizona Area Details
Lucas McCarville's Merrill Edge Experience May 2012 - Present
Job AVP Performance Coach at Merrill Edge
Industry Financial Services
Experience
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

Anthony Morgillo, CFP® Anthony Morgillo, CFP® Guilford, Connecticut Details
Anthony Morgillo, CFP®'s Merrill Edge Experience February 2013 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Mai Tang Mai Tang Boston, Massachusetts Details
Mai Tang's Merrill Edge Experience August 2009 - Present
Job Platform Development Manager at Bank of America
Industry Banking
Experience
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

Marlon Richards, MBA Marlon Richards, MBA Jacksonville, Florida Area Details
Marlon Richards, MBA's Merrill Edge Experience September 2015 - Present
Job DJ/MC at Burning Vybz Entertainment
Industry Entertainment
Experience
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

Calvin Bryant Calvin Bryant Dayton, Ohio Area Details
Calvin Bryant's Merrill Edge Experience June 2013 - December 2013
Job Director of Middle School Ministry at Zionsville Presbyterian Church
Industry Investment Management
Experience
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

Doug Decauwer Doug Decauwer Greater Los Angeles Area Details
Doug Decauwer's Merrill Edge Experience June 2015 - Present
Job Merrill Edge
Industry Financial Services
Experience
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.)

J.J. West J.J. West Orange County, California Area Details
J.J. West's Merrill Edge Experience January 2010 - Present
Job AT&T National Website Developer
Industry Marketing and Advertising
Experience
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

Amy Rudolph Amy Rudolph Greater Boston Area Details
Amy Rudolph's Merrill Edge Experience March 2010 - Present
Job Marketing and Communication Professional
Industry Financial Services
Experience
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

Dwayne Gilbert Dwayne Gilbert Jacksonville, Florida Area Details
Dwayne Gilbert's Merrill Edge Experience August 2011 - August 2012
Job Operations Analyst at CSX Transportation Intermodal
Industry Financial Services
Experience
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

Anthony Rue Anthony Rue Portland, Oregon Area Details
Anthony Rue's Merrill Edge Experience February 2014 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
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

Rod Ammons Rod Ammons Orange County, California Area Details
Rod Ammons's Merrill Edge Experience September 2014 - Present
Job Financial at Merrill Edge
Industry Financial Services
Experience
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

Eric Macry Eric Macry Peoria, Arizona Details
Eric Macry's Merrill Edge Experience September 2014 - Present
Job Financial Solutions Consultant at Merrill Edge
Industry Banking
Experience
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

Andrew Rudzinski Andrew Rudzinski Jacksonville, Florida Area Details
Andrew Rudzinski's Merrill Edge Experience September 2013 - Present
Job
Industry Financial Services
Experience
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

Joseph Iaboni Joseph Iaboni Phoenix, Arizona Area Details
Joseph Iaboni's Merrill Edge Experience January 2013 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Stephen Feitelberg Stephen Feitelberg Providence, Rhode Island Area Details
Stephen Feitelberg's Merrill Edge Experience June 2014 - Present
Job Sales Support Specialist at Merrill Edge
Industry Financial Services
Experience
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

David Brawley David Brawley Greater Boston Area Details
David Brawley's Merrill Edge Experience February 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
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

Nolan Andelin Nolan Andelin Phoenix, Arizona Area Details
Nolan Andelin's Merrill Edge Experience February 2013 - Present
Job W. P. Carey MBA, 2011
Industry Banking
Experience
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

Dan Cincera Dan Cincera Phoenix, Arizona Area Details
Dan Cincera's Merrill Edge Experience March 2015 - Present
Job Investment Consultant at Bank of America/Merrill Edge
Industry Financial Services
Experience
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

Yelena Badalyants Yelena Badalyants Alpharetta, Georgia Details
Yelena Badalyants's Merrill Edge Experience June 2013 - August 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Charles Pacek Charles Pacek Phoenix, Arizona Area Details
Charles Pacek's Merrill Edge Experience February 2014 - Present
Job Assistant Vice PresidentPremium Elite Relationship Manager at Merrill Edge
Industry Investment Management
Experience
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

James T. Katikos James T. Katikos Scottsdale, Arizona Details
James T. Katikos's Merrill Edge Experience May 2011 - August 2011
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

Victoria Killoren Victoria Killoren Charlotte, North Carolina Area Details
Victoria Killoren's Merrill Edge Experience November 2012 - Present
Job Digital Marketing Professional
Industry Internet
Experience
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

Denise (Speller) Page, MBA Denise (Speller) Page, MBA Jacksonville, Florida Area Details
Denise (Speller) Page, MBA's Merrill Edge Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Frances Richards Frances Richards Greater Boston Area Details
Frances Richards's Merrill Edge Experience October 2009 - Present
Job SVP, Integrated Program Management, Online Sales & Content
Industry Financial Services
Experience
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

Jeremy H. Elias Jeremy H. Elias San Diego, California Details
Jeremy H. Elias's Merrill Edge Experience November 2010 - August 2011
Job Attorney | Entrepreneur | Mediator
Industry Law Practice
Experience
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

Darrell Kulow Darrell Kulow Phoenix, Arizona Area Details
Darrell Kulow's Merrill Edge Experience April 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Renée Campo Renée Campo Greater Boston Area Details
Renée Campo's Merrill Edge Experience August 2015 - Present
Job VP at Merrill Edge
Industry Marketing and Advertising
Experience
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

Susan (Boutiette) Ellbeg Susan (Boutiette) Ellbeg Greater Boston Area Details
Susan (Boutiette) Ellbeg's Merrill Edge Experience October 2011 - Present
Job VP, Administrative Manager at Merrill Edge
Industry Financial Services
Experience
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

Emil Robles Emil Robles Phoenix, Arizona Area Details
Emil Robles's Merrill Edge Experience September 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Armand Bryant Armand Bryant Greater San Diego Area Details
Armand Bryant's Merrill Edge Experience 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Brandon Peters Brandon Peters Phoenix, Arizona Area Details
Brandon Peters's Merrill Edge Experience June 2014 - Present
Job Vice President, Financial Solutions Team Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jaime de los Reyes Jaime de los Reyes Boston, Massachusetts Details
Jaime de los Reyes's Merrill Edge Experience February 2014 - Present
Job Director, Communications & PR Strategy at Merrill Edge
Industry Financial Services
Experience
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

Jason Munzipapa Jason Munzipapa Greater New York City Area Details
Jason Munzipapa's Merrill Edge Experience January 2014 - Present
Job VP, Performance Improvement Consultant at Merrill Edge
Industry Banking
Experience
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

Herman Jonas Herman Jonas Chandler, Arizona Details
Herman Jonas's Merrill Edge Experience January 2014 - Present
Job Topperforming sales and marketing professional in the financial services industry
Industry Financial Services
Experience
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

Nadeem Alam Nadeem Alam San Francisco Bay Area Details
Nadeem Alam's Merrill Edge Experience November 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Insurance
Experience
Merrill Edge   November 2012 - Present
Alam Insurance & Financial Services   January 2009 - November 2012

Education
Armstrong University
Master of Business Administration (MBA), Marketing/financing

Anthony Roselli Anthony Roselli Greater New York City Area Details
Anthony Roselli's Merrill Edge Experience May 2011 - June 2012
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
UBS  July 2013 - February 2014
Summit Financial Resources, Inc.   December 2012 - March 2013
Merrill Edge   May 2011 - June 2012
UBS  2010 - 2010

Education
Arizona State University, W. P. Carey School of Business   2007 — 2011

Arizona State University

Johnie Ogden Johnie Ogden Chandler, Arizona Details
Johnie Ogden's Merrill Edge Experience December 2014 - Present
Job Merrill Edge
Industry Financial Services
Experience
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

Kenneth Hager Kenneth Hager Greater Detroit Area Details
Kenneth Hager's Merrill Edge Experience
Job Assistant V.P. of Financial Solutions at Merrill Edge
Industry Investment Management
Experience
Merrill Edge  

Skills
Business Strategy, Sales

Education
Arizona State University   2009 — 2012
Bachelor of Science (B.S.), Political Science and Government

Connor Grimes Connor Grimes Phoenix, Arizona Area Details
Connor Grimes's Merrill Edge Experience August 2015 - Present
Job at
Industry Internet
Experience
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

Will Hornbuckle Will Hornbuckle Greater Chicago Area Details
Will Hornbuckle's Merrill Edge Experience November 2011 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge   November 2011 - Present
VALIC  May 2011 - November 2011

Education
Baylor University   2004 — 2008
Bachelors, Financial Services and Planning; Real Estate

Jeremy Gonzalez Jeremy Gonzalez Chandler, Arizona Details
Jeremy Gonzalez's Merrill Edge Experience August 2014 - Present
Job Financial Advisor at Merrill Edge
Industry Higher Education
Experience
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

Bryce Crum Bryce Crum Mesa, Arizona Details
Bryce Crum's Merrill Edge Experience May 2012 - March 2014
Job Student at Arizona State University
Industry Consumer Electronics
Experience
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)

Jason Pettinelli Jason Pettinelli Greater Boston Area Details
Jason Pettinelli's Merrill Edge Experience July 2013 - September 2015
Job Financial Advisor
Industry Financial Services
Experience
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

Lorenzo Diamond Lorenzo Diamond Mesa, Arizona Details
Lorenzo Diamond's Merrill Edge Experience August 2013 - Present
Job NFL/USA Football Head Up Football Ambassador
Industry Higher Education
Experience
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

Garofina Bobesku Garofina Bobesku Scottsdale, Arizona Details
Garofina Bobesku's Merrill Edge Experience April 2014 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
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

Chase Aulick Chase Aulick Tempe, Arizona Details
Chase Aulick's Merrill Edge Experience June 2015 - Present
Job Investment Specialist Advisor at Merrill Edge
Industry Financial Services
Experience
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

James Pruter James Pruter Phoenix, Arizona Area Details
James Pruter's Merrill Edge Experience May 2013 - Present
Job Operations Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge   May 2013 - Present
Self-employed  2002 - January 2013

Skills
Equities

Education
Arizona State University   1985 — 1990
Bachelor of Science (BS), Psychology

Aaron Richter Aaron Richter Phoenix, Arizona Area Details
Aaron Richter's Merrill Edge Experience June 2014 - Present
Job Internal Product Specialist at Merrill Edge
Industry Financial Services
Experience
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

Jorie Doll Jorie Doll Phoenix, Arizona Area Details
Jorie Doll's Merrill Edge Experience August 2013 - June 2014
Job Financial Analyst
Industry Accounting
Experience
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

Ian Kaufman Ian Kaufman Greater New York City Area Details
Ian Kaufman's Merrill Edge Experience January 2015 - March 2015
Job Rutgers grad hunting for HR oportunities
Industry Financial Services
Experience
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

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