Merrill Financial Associates
Address: 3549 N University Ave # 175, Provo, UT 84604 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (801) 356-7100Place name: : : : : Category: Website: : : Website: http://www.merrillfinancialassociates.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Merrill Financial Associates Posting publicly on the Web Write a review Reviews"AMAZING very professional and personal." "Highly recommend Darren Walker" View all Google reviews
Merrill Financial Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Financial Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11 Merrill Financial Associates employees in database. Find out everything there's to know about Merrill Financial Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Financial Associates Employees
Jefferies May 2015 - Present
Merrill Financial Associates September 2014 - Present
Nagano Hedge Fund September 2014 - December 2014
BYU Global Financial Advisors April 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Investments, Leadership, Teaching, Valuation, Management, Public Speaking, Financial Analysis, Financial Modeling, Equities, Marketing, Analysis, Bloomberg, Portfolio Management, Investment Banking, Data Analysis
Education
Brigham Young University 2010 — 2016
Bachelor’s Degree, Chinese Major, Global Business & Literacy Minor, 3.99
Princeton University 2014 — 2014
Princeton in Beijing, Chinese Language, Literature, and Culture, 4.00
Berkshire Hathaway HomeServices October 2014 - Present
Merrill Financial Associates March 2012 - May 2014
Lava7 February 2011 - August 2011
Foiled, Inc. June 2009 - February 2011
StyleChicago.com March 2009 - June 2009
Skills
Salesforce.com, CRM, Microsoft CRM, Morningstar, Social Media Marketing, Facebook, Twitter, LinkedIn, Networking, Event Planning, Microsoft Office, Event Management
Education
DePaul University 2007 — 2010
Bachelor's Degree, Marketing, Sales Concentration
Carthage College 2006 — 2007
Liberal Arts Curriculum
Apple Retail November 2010 - Present
University of Wisconsin Hospital and Clinics October 2012 - September 2013
FINCA International November 2010 - April 2011
Epic June 2009 - August 2010
Merrill Financial Associates January 2008 - May 2009
Brigham Young University January 2009 - April 2009
Mayo Clinic Biomedical Imaging Resource April 2005 - August 2005
LDS Church July 2002 - July 2004
Skills
Troubleshooting, Economics, Microsoft Office, Research, Customer Service, Mac OS X, OS X, Spanish, Market Research, Time Management, Teaching, Coaching, Management, Microsoft Excel, Data Analysis, PowerPoint
Education
University of Wisconsin-Madison 2012 — 2013
A la carte premed coursework in chemistry and biology
Brigham Young University 2001 — 2009
B.S., Economics
Nanjing University 2007 — 2007
Chinese immersion study abroad, Mandarin Chinese
First Republic Bank January 2015 - Present
EY July 2013 - January 2015
Ernst & Young July 2011 - July 2013
Merrill Financial Associates April 2010 - June 2011
Beneficial Financial Group January 2010 - April 2010
Hewlett-Packard May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints August 2006 - August 2008
Applied Engineering & Geology, Inc August 2004 - December 2005
Aim Mail Center August 2003 - September 2005
Skills
Risk Management, Management, Data Analysis, CCAR, Financial Risk..., Project Management, Vendor Management, Training, Data Assessment, Financial Risk, Gap Analysis, Internal Audit, Finance, Bloomberg, AutoCAD, Volunteering, Internal Controls, Financial Services, Consulting, Process Improvement, Photoshop, Business Process..., Analysis, Investments, Sarbanes-Oxley Act, Business Analysis, Bloomberg Terminal, Visio, Management Consulting, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Enterprise Risk...
Education
Brigham Young University 2008 — 2011
Bachelor of Science, Business Management: Finance emphasis
Merrill Financial Associates April 2009 - Present
Education
Brigham Young University 2007 — 2010
Accounting
Genesys April 2015 - Present
USAA September 2014 - January 2015
Fidelity Investments May 2011 - August 2014
The Cambridge Financial Center June 2010 - May 2011
Merrill Financial Associates February 2008 - July 2009
The Corporation of The President September 2006 - May 2007
Skills
Finance, Investments, Portfolio Management, Analysis, Financial Analysis, Forecasting, Financial Modeling, Microsoft Excel, NetSuite, Salesforce.com, Open Air, Data Analysis, Leadership, Team Leadership, Operations Management, Lean Thinking, Process Improvement, Focused Execution, Financial Services, Competitive, Public Speaking, Microsoft Office
Education
Utah State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2007 — 2009
Bachelors, Finance
Goldman Sachs July 2013 - Present
Merrill Financial Associates January 2013 - June 2013
Global Financial Advisors September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Merrill Financial Associates April 2011 - May 2012
Brigham Young University January 2012 - April 2012
Brigham Young University September 2010 - August 2011
Rhomobile January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints January 2008 - January 2010
Skills
Financial Modeling, Valuation, Bloomberg, Portfolio Management, VBA, Analysis, Mutual Funds, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Economics, Finance, Investment Banking, Microsoft Office, PowerPoint
Education
Brigham Young University 2006 — 2012
Bachelor of Science (B.S.), Business Management, Finance emphasis, Summa Cum Laude
Kingwood High School 2002 — 2006
American Crafts March 2011 - September 2012
1800Contacts February 2010 - June 2011
Merrill Financial Associates 2006 - 2010
Skills
Marketing Research, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Data Analysis, Social Media, Market Research, Social Media Marketing, Sales, Analysis, Event Planning, Marketing Strategy, Teamwork, Public Speaking, Management, Editing, Entrepreneurship, Financial Analysis, Microsoft Word, Process Improvement, Public Relations, Strategic Planning, Team Leadership
Education
Brigham Young University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Fidelity Investments October 2010 - Present
State Street Bank & Trust June 2008 - April 2010
Merrill Financial Associates January 2007 - May 2008
Kensington Partners April 2005 - June 2006
Skills
Series 63, Series 7, Investments, Securities, Mutual Funds, Finance, Retirement, Microsoft Excel, Series 9, Series 10
Education
Brigham Young University 2002 — 2008
Bachelor of Science, Business Management, Finance Emphasis
Bonita High School 1998 — 2002
J.P. Morgan June 2014 - Present
Hedge Fund September 2013 - December 2013
Merrill Financial Associates May 2013 - September 2013
Brigham Young University January 2013 - April 2013
RJR October 2011 - November 2011
UBS Wealth Management May 2011 - August 2011
Skills
Japanese to English..., Financial Translation, Technical Translation, Management, Microsoft Excel, Investment Strategies
Education
Brigham Young University 2007 — 2014
Japanese Language and Literature