Merrill Financial Associates

Description

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

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Merrill Financial Associates Employees

Employee
Years
Job
Industry
Christian Staples Christian Staples Provo, Utah Details
Christian Staples's Merrill Financial Associates Experience September 2014 - Present
Job Investment Banking Summer Analyst at Jefferies
Industry Investment Banking
Experience
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

Iris Taylor Iris Taylor Chicago, Illinois Details
Iris Taylor's Merrill Financial Associates Experience March 2012 - May 2014
Job REALTOR, Broker at Berkshire Hathaway HomeServices
Industry Real Estate
Experience
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

Hugh Spackman Hugh Spackman Madison, Wisconsin Area Details
Hugh Spackman's Merrill Financial Associates Experience January 2008 - May 2009
Job Genius at Apple
Industry Consumer Electronics
Experience
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

Aaron Cardinet Aaron Cardinet San Francisco Bay Area Details
Aaron Cardinet's Merrill Financial Associates Experience April 2010 - June 2011
Job Internal Audit Senior at First Republic Bank
Industry Financial Services
Experience
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

Allison Cardon Allison Cardon Provo, Utah Area Details
Allison Cardon's Merrill Financial Associates Experience April 2009 - Present
Job Office Operations Assistant at Merrill Financial Associates
Industry Financial Services
Experience
Merrill Financial Associates   April 2009 - Present

Education
Brigham Young University   2007 — 2010
Accounting

Brian Larsen Brian Larsen Greater Salt Lake City Area Details
Brian Larsen's Merrill Financial Associates Experience February 2008 - July 2009
Job Financial Analyst at Genesys
Industry Telecommunications
Experience
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

Aaron Thomas Aaron Thomas Greater New York City Area Details
Aaron Thomas's Merrill Financial Associates Experience January 2013 - June 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
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

Shelley Lovell Severn Shelley Lovell Severn Provo, Utah Details
Shelley Lovell Severn's Merrill Financial Associates Experience 2006 - 2010
Job Executive Assistant at American Crafts
Industry Retail
Experience
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

Peter McGrath Peter McGrath Greater San Diego Area Details
Peter McGrath's Merrill Financial Associates Experience January 2007 - May 2008
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Alec Ferguson Alec Ferguson Provo, Utah Details
Alec Ferguson's Merrill Financial Associates Experience May 2013 - September 2013
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
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