Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch 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 Lynch Employees
Employee
Years
Job
Industry
Del Bauer Del Bauer's Merrill Lynch Experience May 2005 - September 2007
Job Business Analyst at Ziegler Caterpillar
Industry Financial Services
Experience
Ziegler Caterpillar March 2014 - Present
Ziegler Caterpillar April 2012 - March 2014
Dahl, Inc. September 2007 - March 2012
Merrill Lynch May 2005 - September 2007
GMAC-RFC March 2003 - May 2005
Skills
Mortgage Lending, Business Analysis, Process Improvement, Financial Services, Credit, Relationship Management, Risk Management, Portfolio Management, Capital Markets, Visio, Banking, Financial Analysis, Sales, Finance, Vendor Management, Management
Education
Auburn University 2014 — 2014
Associate Certificate, Project Management
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science, Marketing
Ziegler Caterpillar March 2014 - Present
Ziegler Caterpillar April 2012 - March 2014
Dahl, Inc. September 2007 - March 2012
Merrill Lynch May 2005 - September 2007
GMAC-RFC March 2003 - May 2005
Skills
Mortgage Lending, Business Analysis, Process Improvement, Financial Services, Credit, Relationship Management, Risk Management, Portfolio Management, Capital Markets, Visio, Banking, Financial Analysis, Sales, Finance, Vendor Management, Management
Education
Auburn University 2014 — 2014
Associate Certificate, Project Management
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science, Marketing
Howard Park Howard Park's Merrill Lynch Experience June 2011 - August 2011
Job Porfolio Risk Officer at BB&T
Industry Banking
Experience
BB&T September 2014 - Present
BB&T January 2014 - September 2014
Quorum Business Solutions, Inc. January 2013 - December 2013
Auburn University, Geospatial Research and Applications Center (GRAC) June 2012 - December 2012
J.P. Turner & Company, LLC December 2011 - January 2012
Merrill Lynch June 2011 - August 2011
Education
Auburn University - Raymond J. Harbert College of Business 2008 — 2012
Bachelor's of Science in Business Administration, Finance
Indiana University Bloomington 2010 — 2011
Virgil I. Grissom High School 2004 — 2008
Advanced Academic Diploma
BB&T September 2014 - Present
BB&T January 2014 - September 2014
Quorum Business Solutions, Inc. January 2013 - December 2013
Auburn University, Geospatial Research and Applications Center (GRAC) June 2012 - December 2012
J.P. Turner & Company, LLC December 2011 - January 2012
Merrill Lynch June 2011 - August 2011
Education
Auburn University - Raymond J. Harbert College of Business 2008 — 2012
Bachelor's of Science in Business Administration, Finance
Indiana University Bloomington 2010 — 2011
Virgil I. Grissom High School 2004 — 2008
Advanced Academic Diploma
Parrish Smith Parrish Smith's Merrill Lynch Experience November 1997 - July 2011
Job Director of Marketing and Market Expansion at SmartCross Healthcare
Industry Hospital & Health Care
Experience
SmartCross Healthcare January 2014 - Present
Summit Bank N.A. January 2013 - November 2013
Waddell & Reed September 2011 - November 2012
Merrill Lynch November 1997 - July 2011
Olde Stock Brokers January 1994 - November 1997
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, IRAs, Wealth, Bonds, Investments, Series 65, Options, Series 7, Uniform Combined State..., Portfolio Management, Finance, Financial Services, Wealth Management..., 401k, Banking, Leadership
Education
Auburn University 1988 — 1993
Finance, Finance
SmartCross Healthcare January 2014 - Present
Summit Bank N.A. January 2013 - November 2013
Waddell & Reed September 2011 - November 2012
Merrill Lynch November 1997 - July 2011
Olde Stock Brokers January 1994 - November 1997
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, IRAs, Wealth, Bonds, Investments, Series 65, Options, Series 7, Uniform Combined State..., Portfolio Management, Finance, Financial Services, Wealth Management..., 401k, Banking, Leadership
Education
Auburn University 1988 — 1993
Finance, Finance
Alyssa Minarik Alyssa Minarik's Merrill Lynch Experience January 2011 - May 2011
Job Operations Analyst at Cleveland Clinic
Industry Financial Services
Experience
Cleveland Clinic April 2015 - Present
The MetroHealth System May 2012 - March 2015
MetroHealth Medical Center May 2011 - October 2011
Merrill Lynch January 2011 - May 2011
Skills
Excel, Financial Analysis, PowerPoint, Financial Reporting, Accounting, Microsoft Excel, Investments, Finance, Strategy, Financial Modeling, Managerial Finance, Data Analysis, Time Management, Microsoft Word
Education
Cleveland State University 2012 — 2014
Master of Business Administration (M.B.A.)
Ashland University 2008 — 2012
Bachelors, Finance
Cleveland Clinic April 2015 - Present
The MetroHealth System May 2012 - March 2015
MetroHealth Medical Center May 2011 - October 2011
Merrill Lynch January 2011 - May 2011
Skills
Excel, Financial Analysis, PowerPoint, Financial Reporting, Accounting, Microsoft Excel, Investments, Finance, Strategy, Financial Modeling, Managerial Finance, Data Analysis, Time Management, Microsoft Word
Education
Cleveland State University 2012 — 2014
Master of Business Administration (M.B.A.)
Ashland University 2008 — 2012
Bachelors, Finance
Robert L. Persons Robert L. Persons's Merrill Lynch Experience 2004 - 2006
Job Vice President; Senior Family Office Advisor at Synovus Family Asset Management
Industry Financial Services
Experience
Synovus Family Asset Management January 2007 - Present
Merrill Lynch 2004 - 2006
Skills
Portfolio Management, Investments, Asset Management, Series 7, Uniform Combined State..., Financial Modeling, Wealth Management, Financial Analysis, Risk Management, Alternative Investments, Due Diligence, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Securities
Education
University of Georgia - Terry College of Business 2000 — 2003
BBA
Auburn University 1999 — 2000
The Westminster Schools 1994 — 1999
Synovus Family Asset Management January 2007 - Present
Merrill Lynch 2004 - 2006
Skills
Portfolio Management, Investments, Asset Management, Series 7, Uniform Combined State..., Financial Modeling, Wealth Management, Financial Analysis, Risk Management, Alternative Investments, Due Diligence, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Securities
Education
University of Georgia - Terry College of Business 2000 — 2003
BBA
Auburn University 1999 — 2000
The Westminster Schools 1994 — 1999
Brig Newman Brig Newman's Merrill Lynch Experience August 2000 - November 2002
Job Vice President Operations at Corey Airport Services
Industry Marketing and Advertising
Experience
Corey Airport Services December 2004 - Present
Merrill Lynch August 2000 - November 2002
Skills
Marketing Strategy, Digital Signage, New Business Development, Sales Management, Relationship Marketing, Digital Media, Media Buying, Digital Marketing, Advertising Sales, Media Planning, Strategic Partnerships, Digital Strategy, Marketing, Advertising, Account Management
Education
Auburn University 1983 — 1987
Bachelor of Science (B.S.), Business Administration/Marketing
Auburn University, College of Business 1983 — 1987
BS, Marketing & Advertising
Corey Airport Services December 2004 - Present
Merrill Lynch August 2000 - November 2002
Skills
Marketing Strategy, Digital Signage, New Business Development, Sales Management, Relationship Marketing, Digital Media, Media Buying, Digital Marketing, Advertising Sales, Media Planning, Strategic Partnerships, Digital Strategy, Marketing, Advertising, Account Management
Education
Auburn University 1983 — 1987
Bachelor of Science (B.S.), Business Administration/Marketing
Auburn University, College of Business 1983 — 1987
BS, Marketing & Advertising
sherri stegelman's Merrill Lynch Experience March 1994 - October 1997
Job Finance Manager at Crane MetaMarketing
Industry Marketing and Advertising
Experience
Crane MetaMarketing October 2013 - Present
St. Paul's Episcopal School July 2008 - August 2013
Merrill Lynch March 1994 - October 1997
Premisys Real Estate Services January 1994 - 1994
Skills
Outlook, Microsoft Excel, Payroll, PowerPoint, Microsoft Word, Blackbaud Student..., Registrars Office, Education Edge, GradeQuick, Edline, Rediker Student..., QuickBooks, One Note, Evernote, Administration, Spreadsheets
Education
The University of Southern Mississippi
BSBA, Accounting
Auburn University
Crane MetaMarketing October 2013 - Present
St. Paul's Episcopal School July 2008 - August 2013
Merrill Lynch March 1994 - October 1997
Premisys Real Estate Services January 1994 - 1994
Skills
Outlook, Microsoft Excel, Payroll, PowerPoint, Microsoft Word, Blackbaud Student..., Registrars Office, Education Edge, GradeQuick, Edline, Rediker Student..., QuickBooks, One Note, Evernote, Administration, Spreadsheets
Education
The University of Southern Mississippi
BSBA, Accounting
Auburn University
Kevin R. Wilson, CFP®'s Merrill Lynch Experience January 1999 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1999 - Present
Skills
Asset Allocation, Financial Services, Investments, Series 7
Education
Florida State University 1996 — 1998
B.S., Finance
Auburn University 1994 — 1996
Intl. Business, Finance
Merrill Lynch January 1999 - Present
Skills
Asset Allocation, Financial Services, Investments, Series 7
Education
Florida State University 1996 — 1998
B.S., Finance
Auburn University 1994 — 1996
Intl. Business, Finance
Charles Warren Willis Charles Warren Willis's Merrill Lynch Experience August 1994 - Present
Job Sr. Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1994 - Present
Skills
Asset Allocation, Retirement Planning, Wealth Management, Uniform Combined State..., Series 7, Investments, Investment Advisory, Financial Advisory, Alternative Investments, Financial Planning, Nonprofits
Education
Auburn University 1989 — 1992
Bachelor's degree, Finance and Financial Management Services
Merrill Lynch August 1994 - Present
Skills
Asset Allocation, Retirement Planning, Wealth Management, Uniform Combined State..., Series 7, Investments, Investment Advisory, Financial Advisory, Alternative Investments, Financial Planning, Nonprofits
Education
Auburn University 1989 — 1992
Bachelor's degree, Finance and Financial Management Services
Kristopher Kier's Merrill Lynch Experience January 2002 - May 2002
Job Project Management/Naval Reserve Officer
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
US Navy Reserve, SEAL Team 17 March 2014 - Present
MCMDIV Three One December 2012 - January 2014
US Navy November 2009 - November 2011
US Navy March 2008 - November 2009
US Navy February 2005 - March 2008
US Navy February 2003 - February 2005
Merrill Lynch January 2002 - May 2002
Skills
Military, Counterterrorism, Defense, DoD, Force Protection, Government, Homeland Security, Intelligence Analysis, Leadership, Military Experience, Military Operations, National Security, Military Training, Navy, Operational Planning, Operations Management, Organizational..., Program Management, Security Clearance, Special Operations, Tactics, Top Secret, Weapons, Command, Exercises, Security Operations, Readiness, Maritime Security, Joint Military..., Training, Personnel Supervision, Explosives, Weapons Training, SCI Clearance, Weapons Handling, Intelligence, Team Leadership
Education
Auburn University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Old Dominion University - College of Business and Public Administration 1998 — 2002
BS, Finance
Battle Mountain High School 1994 — 1997
Diploma
J.P. Morgan August 2015 - Present
US Navy Reserve, SEAL Team 17 March 2014 - Present
MCMDIV Three One December 2012 - January 2014
US Navy November 2009 - November 2011
US Navy March 2008 - November 2009
US Navy February 2005 - March 2008
US Navy February 2003 - February 2005
Merrill Lynch January 2002 - May 2002
Skills
Military, Counterterrorism, Defense, DoD, Force Protection, Government, Homeland Security, Intelligence Analysis, Leadership, Military Experience, Military Operations, National Security, Military Training, Navy, Operational Planning, Operations Management, Organizational..., Program Management, Security Clearance, Special Operations, Tactics, Top Secret, Weapons, Command, Exercises, Security Operations, Readiness, Maritime Security, Joint Military..., Training, Personnel Supervision, Explosives, Weapons Training, SCI Clearance, Weapons Handling, Intelligence, Team Leadership
Education
Auburn University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Old Dominion University - College of Business and Public Administration 1998 — 2002
BS, Finance
Battle Mountain High School 1994 — 1997
Diploma
Lauren Jones Lauren Jones's Merrill Lynch Experience May 2010 - July 2010
Job Senior Staffing Manager at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half International March 2013 - Present
Aurora Group Inc. February 2012 - March 2013
Aurora Group Inc. June 2011 - January 2012
Auburn University, Athletic Ticket Office January 2011 - May 2011
Merrill Lynch May 2010 - July 2010
City of Longwood, Leisure Services May 2010 - July 2010
Skills
Interviewing, Team Motivator, Direct Sales, Word, Excel, Public Relations, Social Media, Customer Relations, Human Resources, Microsoft Word, Interviews, Management, Sales, Customer Service, Microsoft Excel, Recruiting, Training, Event Management, Advertising, Marketing, Hiring, CRM, Event Planning, Public Speaking, Business Development, Access, Microsoft Office, Marketing Strategy, Facebook, Direct Marketing, Leadership, Social Networking, Budgets, Temporary Staffing, Time Management, Social Media Marketing, Cold Calling, Account Management, College Recruiting
Education
Auburn University 2009 — 2011
Bachelor of Arts Degree, Communication
Palm Beach Atlantic University 2007 — 2009
Associates Degree, Communication
Robert Half International March 2013 - Present
Aurora Group Inc. February 2012 - March 2013
Aurora Group Inc. June 2011 - January 2012
Auburn University, Athletic Ticket Office January 2011 - May 2011
Merrill Lynch May 2010 - July 2010
City of Longwood, Leisure Services May 2010 - July 2010
Skills
Interviewing, Team Motivator, Direct Sales, Word, Excel, Public Relations, Social Media, Customer Relations, Human Resources, Microsoft Word, Interviews, Management, Sales, Customer Service, Microsoft Excel, Recruiting, Training, Event Management, Advertising, Marketing, Hiring, CRM, Event Planning, Public Speaking, Business Development, Access, Microsoft Office, Marketing Strategy, Facebook, Direct Marketing, Leadership, Social Networking, Budgets, Temporary Staffing, Time Management, Social Media Marketing, Cold Calling, Account Management, College Recruiting
Education
Auburn University 2009 — 2011
Bachelor of Arts Degree, Communication
Palm Beach Atlantic University 2007 — 2009
Associates Degree, Communication
Michael R. Hughes Michael R. Hughes's Merrill Lynch Experience 1983 - 1984
Job MRH Marine Woodworking contractor
Industry Shipbuilding
Experience
MRH Marine Woodworking 2009 - Present
Derecktor Shipyards 2007 - 2009
The Building Works 1987 - 2006
PaineWebber 1985 - 1987
Merrill Lynch 1983 - 1984
Skills
Construction, Carpentry, Yachting, Renovation, Maritime, Residential Homes, New Business Development, Budgets, Supervisory Skills, CAD, Asset Management, Project Planning, Sailing, Equities, Negotiation, Sales, Real Estate, Small Business, Financial Advisory, Spreadsheets, Hazardous Waste..., PC building, Private Pilot, ship carpentry, yacht interiors, Design, Project Management, Contracts, Corporate Sales, Residential Remodeling, Office Remodeling, New Home Building, PC Repairs, Amateur Astronomy, Cloisonne Ornaments, Cabinetry, Boat, Wood, Customer Service
Education
The University of Georgia 1977 — 1982
Bachelor of Science (B.S.), Chemistry
Athens Technical College
Certified Emergency Medical Technician
Fairfield College Preparatory School 1972 — 1976
High School
MRH Marine Woodworking 2009 - Present
Derecktor Shipyards 2007 - 2009
The Building Works 1987 - 2006
PaineWebber 1985 - 1987
Merrill Lynch 1983 - 1984
Skills
Construction, Carpentry, Yachting, Renovation, Maritime, Residential Homes, New Business Development, Budgets, Supervisory Skills, CAD, Asset Management, Project Planning, Sailing, Equities, Negotiation, Sales, Real Estate, Small Business, Financial Advisory, Spreadsheets, Hazardous Waste..., PC building, Private Pilot, ship carpentry, yacht interiors, Design, Project Management, Contracts, Corporate Sales, Residential Remodeling, Office Remodeling, New Home Building, PC Repairs, Amateur Astronomy, Cloisonne Ornaments, Cabinetry, Boat, Wood, Customer Service
Education
The University of Georgia 1977 — 1982
Bachelor of Science (B.S.), Chemistry
Athens Technical College
Certified Emergency Medical Technician
Fairfield College Preparatory School 1972 — 1976
High School
Shoaib Ali - CIM FRM Shoaib Ali - CIM FRM's Merrill Lynch Experience September 2011 - March 2012
Job Equity Derivatives Trader at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch September 2011 - March 2012
HF Markets April 2009 - February 2012
RBC Capital Markets August 2010 - August 2011
FXCM September 2010 - May 2011
Inkventors October 2010 - April 2011
RBC Capital Markets January 2010 - April 2010
Skills
Customer Service, Financial Analysis, Teamwork, PowerPoint, Strategic Planning, Marketing Strategy, Team Leadership, Leadership, Management, Bloomberg Terminal, Financial Modeling, Trading Systems, Equity Trading, FX trading, FX Derivatives, Equity Derivatives, Investment Banking, Mergers & Acquisitions, People Skills, Business Development, Entrepreneurship, Motivational Speaking, IT Operations, Proprietary Trading, Stock Trading, Stockbroking, Sales Operations, Project Management, Electronic Trading, Trading Strategies, Futures Trading, Opera, Options Strategies, Banking, Money Market, Institutional..., Corporate Law, Business Intelligence, Small Business, Business Strategy, Microsoft Office, FX Options, Derivatives, Investments, Hedging, ETFs, Equity Capital Markets, Trading
Education
University of Toronto 2015 — 2015
Certificate in Financial Trading & Option strategies
Athabasca University 2014 — 2015
Bachelor of Management
York University 2009 — 2011
Bachelor of Arts (BA), International Business
Merrill Lynch September 2011 - March 2012
HF Markets April 2009 - February 2012
RBC Capital Markets August 2010 - August 2011
FXCM September 2010 - May 2011
Inkventors October 2010 - April 2011
RBC Capital Markets January 2010 - April 2010
Skills
Customer Service, Financial Analysis, Teamwork, PowerPoint, Strategic Planning, Marketing Strategy, Team Leadership, Leadership, Management, Bloomberg Terminal, Financial Modeling, Trading Systems, Equity Trading, FX trading, FX Derivatives, Equity Derivatives, Investment Banking, Mergers & Acquisitions, People Skills, Business Development, Entrepreneurship, Motivational Speaking, IT Operations, Proprietary Trading, Stock Trading, Stockbroking, Sales Operations, Project Management, Electronic Trading, Trading Strategies, Futures Trading, Opera, Options Strategies, Banking, Money Market, Institutional..., Corporate Law, Business Intelligence, Small Business, Business Strategy, Microsoft Office, FX Options, Derivatives, Investments, Hedging, ETFs, Equity Capital Markets, Trading
Education
University of Toronto 2015 — 2015
Certificate in Financial Trading & Option strategies
Athabasca University 2014 — 2015
Bachelor of Management
York University 2009 — 2011
Bachelor of Arts (BA), International Business
R. Rick Baker CIMA's Merrill Lynch Experience November 2005 - Present
Job Senior Vice PresidentWealth Management, Wealth Management Advisor, Portfolio Manager
Industry Financial Services
Experience
Merrill Lynch November 2005 - Present
Morgan Stanley Smith Barney 1991 - 2005
North Florida Federal Land Bank 1980 - 1991
Skills
Investments, Asset Managment, Investment Banking, Investment Strategies, Investment Management, Joint Ventures, Wealth Management, Equities, Hedge Funds, Securities, Private Equity, Strategic Financial..., Financial Analysis, Capital Markets, Alternative Investments, Investment Advisory, Financial Modeling, Financial Advisory, Retirement Planning, Mutual Funds, Real Estate, Asset Management, Finance, Mergers, Portfolio Management, Strategic Planning, Financial Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1996 — 1999
CIMA, Econometrics and Quantitative Economics
Auburn University 1977 — 1981
BS, Economics, Magna Cum Lauda
Merrill Lynch November 2005 - Present
Morgan Stanley Smith Barney 1991 - 2005
North Florida Federal Land Bank 1980 - 1991
Skills
Investments, Asset Managment, Investment Banking, Investment Strategies, Investment Management, Joint Ventures, Wealth Management, Equities, Hedge Funds, Securities, Private Equity, Strategic Financial..., Financial Analysis, Capital Markets, Alternative Investments, Investment Advisory, Financial Modeling, Financial Advisory, Retirement Planning, Mutual Funds, Real Estate, Asset Management, Finance, Mergers, Portfolio Management, Strategic Planning, Financial Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1996 — 1999
CIMA, Econometrics and Quantitative Economics
Auburn University 1977 — 1981
BS, Economics, Magna Cum Lauda
Nancy Duggan's Merrill Lynch Experience 1985 - 1989
Job Professional Development at LEARNING ALLY formerly Recording for the Blind & Dyslexic (RFB&D)
Industry Education Management
Experience
LEARNING ALLY -- formerly Recording for the Blind & Dyslexic (RFB&D) August 2014 - Present
Decoding Dyslexia MA February 2013 - Present
Open Door Theater 2001 - Present
Miscoe Hill School, Mendon, MA April 2013 - June 2013
Miscoe Hill School, Mendon, MA May 2010 - June 2012
Merrill Lynch 1985 - 1989
Skills
Career Counseling, School Counseling, Middle School, High School Students, College Applications, Curriculum Design, Community Outreach, Student Counseling, Research, Teaching, K-12, IEP, 504 Plans, Social Skills, Asperger's, Autism Spectrum..., College Recruiting, College Education..., Dyslexia, Tutoring, Psychology, Educational Technology, Adolescents, Educational Leadership, Special Education, Elementary Education, Child Development, Lesson Planning, Teacher Training, Admissions, Learning Disabilities, Classroom, Curriculum Development, Classroom Management, Interventions, Advocacy
Education
Boston College 1981 — 1984
BA, History
Assumption College 2009 — 2011
Masters, School Counseling
Orton-Gillingham Program at the Knox-Raymond Institute 2005 — 2007
Reading Therapy Certification
LEARNING ALLY -- formerly Recording for the Blind & Dyslexic (RFB&D) August 2014 - Present
Decoding Dyslexia MA February 2013 - Present
Open Door Theater 2001 - Present
Miscoe Hill School, Mendon, MA April 2013 - June 2013
Miscoe Hill School, Mendon, MA May 2010 - June 2012
Merrill Lynch 1985 - 1989
Skills
Career Counseling, School Counseling, Middle School, High School Students, College Applications, Curriculum Design, Community Outreach, Student Counseling, Research, Teaching, K-12, IEP, 504 Plans, Social Skills, Asperger's, Autism Spectrum..., College Recruiting, College Education..., Dyslexia, Tutoring, Psychology, Educational Technology, Adolescents, Educational Leadership, Special Education, Elementary Education, Child Development, Lesson Planning, Teacher Training, Admissions, Learning Disabilities, Classroom, Curriculum Development, Classroom Management, Interventions, Advocacy
Education
Boston College 1981 — 1984
BA, History
Assumption College 2009 — 2011
Masters, School Counseling
Orton-Gillingham Program at the Knox-Raymond Institute 2005 — 2007
Reading Therapy Certification
Katie Loper Katie Loper's Merrill Lynch Experience May 2009 - January 2010
Job .
Industry Financial Services
Experience
MGM Resorts International September 2015 - Present
MGM Resorts International January 2015 - September 2015
MGM Resorts International January 2014 - December 2014
MGM Resorts International August 2011 - December 2013
Willis Australasia March 2010 - October 2010
Merrill Lynch May 2009 - January 2010
Runkle/Haynes Group May 2009 - August 2009
Education
Auburn University
Bachelor of Science, Business Administration, Finance
University of New South Wales
MGM Resorts International September 2015 - Present
MGM Resorts International January 2015 - September 2015
MGM Resorts International January 2014 - December 2014
MGM Resorts International August 2011 - December 2013
Willis Australasia March 2010 - October 2010
Merrill Lynch May 2009 - January 2010
Runkle/Haynes Group May 2009 - August 2009
Education
Auburn University
Bachelor of Science, Business Administration, Finance
University of New South Wales
Alex M. Cuningham IV Alex M. Cuningham IV's Merrill Lynch Experience June 2007 - July 2007
Job Underwriter Professional Risk at ACE Westchester
Industry Insurance
Experience
ACE Group October 2012 - Present
ESIS August 2010 - October 2012
Southeastern Consulting Group November 2009 - March 2010
Merrill Lynch June 2007 - July 2007
Skills
Microsoft Office, Insurance, Data Analysis, Customer Service, Customer Relations, Negotiation, Risk Management, Financial Analysis
Education
Auburn University 2005 — 2009
Bachelor Science Business Administration, Finance
RSThomas Training Associates, Inc.
Property and Casualty Insurance Keys
ACE Group October 2012 - Present
ESIS August 2010 - October 2012
Southeastern Consulting Group November 2009 - March 2010
Merrill Lynch June 2007 - July 2007
Skills
Microsoft Office, Insurance, Data Analysis, Customer Service, Customer Relations, Negotiation, Risk Management, Financial Analysis
Education
Auburn University 2005 — 2009
Bachelor Science Business Administration, Finance
RSThomas Training Associates, Inc.
Property and Casualty Insurance Keys
Andy Wu, CFA, FRM's Merrill Lynch Experience August 2006 - December 2007
Job Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West March 2013 - Present
Trust Company of the West January 2008 - February 2013
Merrill Lynch August 2006 - December 2007
Skills
SQL, VBA, Performance Attribution, Fixed Income, Wealth Management, Modeling, Investments, Asset Allocation, Derivatives, Valuation, Finance, Bloomberg, Trading
Education
Aston University
MS, Finance and Investments
University of Warwick - Warwick Business School
BS, Accounting and Finance
Concord College
St. Lawrence College
Trust Company of the West March 2013 - Present
Trust Company of the West January 2008 - February 2013
Merrill Lynch August 2006 - December 2007
Skills
SQL, VBA, Performance Attribution, Fixed Income, Wealth Management, Modeling, Investments, Asset Allocation, Derivatives, Valuation, Finance, Bloomberg, Trading
Education
Aston University
MS, Finance and Investments
University of Warwick - Warwick Business School
BS, Accounting and Finance
Concord College
St. Lawrence College
C. Caleb Walker's Merrill Lynch Experience September 1996 - Present
Job Analyst Investment, CFP® at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1996 - Present
Skills
Certified Financial..., Investments, Retirement Planning, Financial Markets, Stocks, Stockbroking, Structured Investments, Estate Planning, Financial Advisory, Mutual Funds, Investment Strategies, Series 7, Financial Planning, Asset Allocation, Management, Customer Service, Investment Advisory, Wealth Management, Program Management, Microsoft Office, Securities, Financial Services, Financial Analysis, Asset Management, Equities
Education
University of North Alabama
Master of Business Administration (MBA)
Athens State University
Bachelor's degree, Management
Merrill Lynch September 1996 - Present
Skills
Certified Financial..., Investments, Retirement Planning, Financial Markets, Stocks, Stockbroking, Structured Investments, Estate Planning, Financial Advisory, Mutual Funds, Investment Strategies, Series 7, Financial Planning, Asset Allocation, Management, Customer Service, Investment Advisory, Wealth Management, Program Management, Microsoft Office, Securities, Financial Services, Financial Analysis, Asset Management, Equities
Education
University of North Alabama
Master of Business Administration (MBA)
Athens State University
Bachelor's degree, Management
Kaigan Miller Kaigan Miller's Merrill Lynch Experience March 2011 - March 2011
Job Insurance Marketing / Case Manager at Benchmark Insurance Group
Industry Insurance
Experience
Benchmark Insurance Group March 2011 - Present
Benchmark Insurance Group March 2011 - Present
Merrill Lynch March 2011 - March 2011
US Census Bureau April 2010 - July 2010
Wilner and Block P.A May 2008 - August 2008
Environmental Services Incorporated May 2007 - August 2007
Skills
Eagle Scout, Constant Contact, Lexis, ipipeline, Agency Interator, Microsoft Office, Critical Thinking, Life Insurance, Phone Skills, Outlook, Email Marketing, Marketing Communications, Economics, Limdep, PowerPoint, Long-term Care, Public Speaking, Insurance, Employee Benefits
Education
Auburn University 2006 — 2010
Bachelor of Business Administration (BBA), Economics
Auburn University 2006 — 2010
Bachelor of Science, Business Administration; Economics
Benchmark Insurance Group March 2011 - Present
Benchmark Insurance Group March 2011 - Present
Merrill Lynch March 2011 - March 2011
US Census Bureau April 2010 - July 2010
Wilner and Block P.A May 2008 - August 2008
Environmental Services Incorporated May 2007 - August 2007
Skills
Eagle Scout, Constant Contact, Lexis, ipipeline, Agency Interator, Microsoft Office, Critical Thinking, Life Insurance, Phone Skills, Outlook, Email Marketing, Marketing Communications, Economics, Limdep, PowerPoint, Long-term Care, Public Speaking, Insurance, Employee Benefits
Education
Auburn University 2006 — 2010
Bachelor of Business Administration (BBA), Economics
Auburn University 2006 — 2010
Bachelor of Science, Business Administration; Economics
Kelsey Hamrick Kelsey Hamrick's Merrill Lynch Experience June 2010 - August 2011
Job Republic Nashville Label Coordinator at Big Machine Label Group
Industry Public Relations and Communications
Experience
Big Machine Label Group June 2013 - Present
Big Machine Records/ The Valory Music Co./ Super 98 Music 2011 - 2013
Merrill Lynch June 2010 - August 2011
The Skinbar November 2007 - June 2010
The Villager January 2009 - December 2009
Skills
Event Planning, Social Media, Marketing, Public Relations, Event Management, Social Media Marketing, Press Releases, Social Networking, Blogging, Marketing Communications, Customer Service
Education
Auburn University 2005 — 2009
B.A., Public Relations
Big Machine Label Group June 2013 - Present
Big Machine Records/ The Valory Music Co./ Super 98 Music 2011 - 2013
Merrill Lynch June 2010 - August 2011
The Skinbar November 2007 - June 2010
The Villager January 2009 - December 2009
Skills
Event Planning, Social Media, Marketing, Public Relations, Event Management, Social Media Marketing, Press Releases, Social Networking, Blogging, Marketing Communications, Customer Service
Education
Auburn University 2005 — 2009
B.A., Public Relations
Ethan Collins Ethan Collins's Merrill Lynch Experience 2001 - August 2014
Job Managing Director, Partner WolfCollins Wealth Management at HighTower
Industry Financial Services
Experience
HighTower -Wolf-Collins Wealth Management August 2014 - Present
Merrill Lynch 2001 - August 2014
US Army January 1978 - February 2001
Skills
Team Building, Uniform Combined State..., Series 7, Strategic Planning, Mutual Funds, Series 63, Alternative Investments, Wealth Management, Series 65, Retirement Planning
Education
Old Dominion University 1989 — 1991
MBA, Business
Assumption College 1981 — 1984
BA, Business
Holy Name High School 1977 — 1978
Grafton Memorial Senior High School 1975 — 1978
HighTower -Wolf-Collins Wealth Management August 2014 - Present
Merrill Lynch 2001 - August 2014
US Army January 1978 - February 2001
Skills
Team Building, Uniform Combined State..., Series 7, Strategic Planning, Mutual Funds, Series 63, Alternative Investments, Wealth Management, Series 65, Retirement Planning
Education
Old Dominion University 1989 — 1991
MBA, Business
Assumption College 1981 — 1984
BA, Business
Holy Name High School 1977 — 1978
Grafton Memorial Senior High School 1975 — 1978
Barbara Bowers Barbara Bowers's Merrill Lynch Experience May 1999 - December 2004
Job Human Resources Manager at Stahl
Industry Human Resources
Experience
Stahl December 2014 - Present
Accountemps August 2014 - December 2014
Holland Management Inc. January 2005 - August 2014
Merrill Lynch May 1999 - December 2004
Compucharts May 1998 - May 1999
Westfield Group/Westfield Insurance July 1991 - May 1998
Volvo Group Trucks Technology September 1990 - July 1991
MTD Products March 1988 - September 1990
Kitko Upholstery May 1986 - March 1988
Skills
HR Transformation, Organizational..., HR Consulting, Succession Planning, HRIS, Deferred Compensation, Workforce Planning, Employee Engagement, Organizational Design, Talent Management, Human Resources, Organization, Project Management, Employee Training, Employee Benefits, Compliance, Accounting, Contract Management, Payroll, ADP Payroll, ADP HRB, Microsoft Excel, Microsoft Office, Payroll Taxes, Payroll Conversions, Wage & Hour, Account Reconciliation, Office Administration, Employee Handbooks, HR Policies, Proofreading, Procedure Development, Policy Analysis, SharePoint, Shakespeare, Human Resource..., Software Conversions, Document Conversion, Auditing, 401k, Workers Compensation, Customer Service, Notary Public, Onboarding
Education
Ashland University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Bryant & Stratton College-Cleveland 1985 — 1986
Diploma, Accounting
Stahl December 2014 - Present
Accountemps August 2014 - December 2014
Holland Management Inc. January 2005 - August 2014
Merrill Lynch May 1999 - December 2004
Compucharts May 1998 - May 1999
Westfield Group/Westfield Insurance July 1991 - May 1998
Volvo Group Trucks Technology September 1990 - July 1991
MTD Products March 1988 - September 1990
Kitko Upholstery May 1986 - March 1988
Skills
HR Transformation, Organizational..., HR Consulting, Succession Planning, HRIS, Deferred Compensation, Workforce Planning, Employee Engagement, Organizational Design, Talent Management, Human Resources, Organization, Project Management, Employee Training, Employee Benefits, Compliance, Accounting, Contract Management, Payroll, ADP Payroll, ADP HRB, Microsoft Excel, Microsoft Office, Payroll Taxes, Payroll Conversions, Wage & Hour, Account Reconciliation, Office Administration, Employee Handbooks, HR Policies, Proofreading, Procedure Development, Policy Analysis, SharePoint, Shakespeare, Human Resource..., Software Conversions, Document Conversion, Auditing, 401k, Workers Compensation, Customer Service, Notary Public, Onboarding
Education
Ashland University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Bryant & Stratton College-Cleveland 1985 — 1986
Diploma, Accounting
Chris Von Bargen Chris Von Bargen's Merrill Lynch Experience 1982 - 1990
Job DoubleLine Group, LP
Industry Investment Management
Experience
DoubleLine Group LP May 2014 - Present
PNC Capital Advisors (formerly Allegiant Asset Management) 2008 - May 2014
BNY Asset Management 2005 - 2008
Gabelli Asset Management August 2003 - September 2005
Berger Financial Group 1998 - 2003
Transamerica Retirement Services 1996 - 1998
CL Capital Management 1990 - 1995
Merrill Lynch 1982 - 1990
Skills
Asset Management, Investments, New Business Development, Institutional, Pensions, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation, Fixed Income, Structured Products, Asset Managment, Capital Markets, Portfolio Management, Finance, Investment Management, Institutional..., Mergers & Acquisitions, Series 7, Strategy, Securities, ETFs, Investment Advisory
Education
Auburn University 1980 — 1982
BS, Finance
University of Nebraska-Lincoln 1977 — 1980
Business Administration
DoubleLine Group LP May 2014 - Present
PNC Capital Advisors (formerly Allegiant Asset Management) 2008 - May 2014
BNY Asset Management 2005 - 2008
Gabelli Asset Management August 2003 - September 2005
Berger Financial Group 1998 - 2003
Transamerica Retirement Services 1996 - 1998
CL Capital Management 1990 - 1995
Merrill Lynch 1982 - 1990
Skills
Asset Management, Investments, New Business Development, Institutional, Pensions, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation, Fixed Income, Structured Products, Asset Managment, Capital Markets, Portfolio Management, Finance, Investment Management, Institutional..., Mergers & Acquisitions, Series 7, Strategy, Securities, ETFs, Investment Advisory
Education
Auburn University 1980 — 1982
BS, Finance
University of Nebraska-Lincoln 1977 — 1980
Business Administration
Sireka Melton's Merrill Lynch Experience September 2011 - April 2012
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
BB&T April 2012 - June 2015
Merrill Lynch September 2011 - April 2012
Morgan Stanley October 2009 - September 2011
GE, Consumer & Industrial 2002 - 2008
Skills
Management, Leadership, Customer Service, Finance, Strategic Planning, Banking, Process Improvement, Sales, Financial Analysis, Loans
Education
University of Louisville 2002 — 2004
MBA, Business
Auburn University 1995 — 1999
B.A., Public Relations
Auburn High School
TD Ameritrade July 2015 - Present
BB&T April 2012 - June 2015
Merrill Lynch September 2011 - April 2012
Morgan Stanley October 2009 - September 2011
GE, Consumer & Industrial 2002 - 2008
Skills
Management, Leadership, Customer Service, Finance, Strategic Planning, Banking, Process Improvement, Sales, Financial Analysis, Loans
Education
University of Louisville 2002 — 2004
MBA, Business
Auburn University 1995 — 1999
B.A., Public Relations
Auburn High School
Addison Colgrove's Merrill Lynch Experience May 2008 - August 2008
Job Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab June 2012 - September 2013
Charles Schwab September 2010 - June 2012
Waddell & Reed Financial Services June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Asset Management, Finance, Equities, Relationship Management, Financial Modeling, Options, Trading, Investment Advisory, 401k, Investment Strategies, Financial Services, Corporate Finance, IRAs, Alternative Investments, FINRA, ETFs, Wealth Management..., Investment Management, Strategic Planning, Risk Management, Valuation, Financial Advisory, Bonds, Wealth, Personal Finance
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Marketing
2015 Level II Candidate in the CFA Program
TIAA-CREF February 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab June 2012 - September 2013
Charles Schwab September 2010 - June 2012
Waddell & Reed Financial Services June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Asset Management, Finance, Equities, Relationship Management, Financial Modeling, Options, Trading, Investment Advisory, 401k, Investment Strategies, Financial Services, Corporate Finance, IRAs, Alternative Investments, FINRA, ETFs, Wealth Management..., Investment Management, Strategic Planning, Risk Management, Valuation, Financial Advisory, Bonds, Wealth, Personal Finance
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Marketing
2015 Level II Candidate in the CFA Program
Dallas Perry Dallas Perry's Merrill Lynch Experience September 2013 - 2014
Job Medical Business Consultant at Jay Geier's Scheduling Institute
Industry Professional Training & Coaching
Experience
Jay Geier's Scheduling Institute January 2014 - Present
The Host Committee for Georgia Avenue Food Cooperative August 2012 - Present
Merrill Lynch September 2013 - 2014
LivingSocial May 2013 - July 2013
World 50, Inc. January 2011 - May 2013
LivingSocial April 2011 - April 2013
Ferguson Enterprises June 2007 - July 2010
Ferguson Enterprises May 2009 - July 2009
Dedalo Comunicacion February 2007 - May 2007
Imagine It! The Children's Museum May 2006 - August 2006
Skills
Social Media, Public Relations, Public Speaking, Facebook, Promotions, Account Management, Customer Service, Event Planning, Event Management, Social Media Marketing, Social Networking, Salesforce.com, Press Releases, Marketing, Sales, Business Development, Email Marketing, Marketing Communications, Internal Communications, Management, Time Management, Advertising, Project Management, Market Research, Strategic Planning, New Business Development, Fundraising, Training, Customer Satisfaction, Marketing Strategy, Strategy, B2B, Trade Shows, Lead Generation, Leadership, Cold Calling, Online Marketing, Creative Direction, Online Advertising, Microsoft Excel, Project Planning, Integrated Marketing, Sales Operations, Media Relations, Sales Process
Education
Auburn University 2002 — 2006
Bachelor of Arts, Public Relations
Auburn University
Public Relations
Jay Geier's Scheduling Institute January 2014 - Present
The Host Committee for Georgia Avenue Food Cooperative August 2012 - Present
Merrill Lynch September 2013 - 2014
LivingSocial May 2013 - July 2013
World 50, Inc. January 2011 - May 2013
LivingSocial April 2011 - April 2013
Ferguson Enterprises June 2007 - July 2010
Ferguson Enterprises May 2009 - July 2009
Dedalo Comunicacion February 2007 - May 2007
Imagine It! The Children's Museum May 2006 - August 2006
Skills
Social Media, Public Relations, Public Speaking, Facebook, Promotions, Account Management, Customer Service, Event Planning, Event Management, Social Media Marketing, Social Networking, Salesforce.com, Press Releases, Marketing, Sales, Business Development, Email Marketing, Marketing Communications, Internal Communications, Management, Time Management, Advertising, Project Management, Market Research, Strategic Planning, New Business Development, Fundraising, Training, Customer Satisfaction, Marketing Strategy, Strategy, B2B, Trade Shows, Lead Generation, Leadership, Cold Calling, Online Marketing, Creative Direction, Online Advertising, Microsoft Excel, Project Planning, Integrated Marketing, Sales Operations, Media Relations, Sales Process
Education
Auburn University 2002 — 2006
Bachelor of Arts, Public Relations
Auburn University
Public Relations
Edward Graham Edward Graham's Merrill Lynch Experience 1993 - 1996
Job GLOBAL CLEVEL EXECUTIVE
Industry Executive Office
Experience
Silver King Capital Management 2002 - Present
CLECO 2010 - 2011
Panda Energy International and Panda Power Funds 2007 - 2010
Enron Latin America and Enron Capital & Trade 1996 - 2001
Merrill Lynch 1993 - 1996
PwC 1991 - 1993
Skills
Risk Management, Due Diligence, Strategic Planning, Profit and Loss (P&L), Mergers and..., Project Finance, Corporate Finance, Corporate Development, Infrastructure..., Initial Public..., Private Equity, Hedge Funds, Oil and Gas, Debt Financing, Equity Financing, Mezzanine, Emerging Markets, International Business, Cross-border..., Investment Banking, Wall Street, Mining and Metals, Manufacturing, Automotive, Corporate Governance, Board of Directors, Shareholder Agreements, Joint Ventures, Transportation, Pipelines, Energy Distribution, Telecommunications, General Partner (GP)..., Limited Partner (LP)..., Privatization, Chief Executive Officer..., Chief Operating Officer..., Chief Financial Officer..., Expatriate Management, Eastern Europe (Russia..., Energy and Renewable..., Electricity and Gas, Asia (China and India), Bankruptcy and..., Divestitures, Solar, Wind and Biofuels, Middle East and Africa..., Latin America (Brazil,..., Fund Formation and..., Alternative Investments
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (MBA), International Finance
Auburn University 1981 — 1986
Bachelor of Science (B.S.), Mechanical Engineering
Silver King Capital Management 2002 - Present
CLECO 2010 - 2011
Panda Energy International and Panda Power Funds 2007 - 2010
Enron Latin America and Enron Capital & Trade 1996 - 2001
Merrill Lynch 1993 - 1996
PwC 1991 - 1993
Skills
Risk Management, Due Diligence, Strategic Planning, Profit and Loss (P&L), Mergers and..., Project Finance, Corporate Finance, Corporate Development, Infrastructure..., Initial Public..., Private Equity, Hedge Funds, Oil and Gas, Debt Financing, Equity Financing, Mezzanine, Emerging Markets, International Business, Cross-border..., Investment Banking, Wall Street, Mining and Metals, Manufacturing, Automotive, Corporate Governance, Board of Directors, Shareholder Agreements, Joint Ventures, Transportation, Pipelines, Energy Distribution, Telecommunications, General Partner (GP)..., Limited Partner (LP)..., Privatization, Chief Executive Officer..., Chief Operating Officer..., Chief Financial Officer..., Expatriate Management, Eastern Europe (Russia..., Energy and Renewable..., Electricity and Gas, Asia (China and India), Bankruptcy and..., Divestitures, Solar, Wind and Biofuels, Middle East and Africa..., Latin America (Brazil,..., Fund Formation and..., Alternative Investments
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (MBA), International Finance
Auburn University 1981 — 1986
Bachelor of Science (B.S.), Mechanical Engineering
Brian Waldrupe's Merrill Lynch Experience August 2011 - Present
Job Vice President; Business Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Fidelity Investments June 2006 - August 2011
Skills
SharePoint, Requirements Analysis, SDLC, Analysis, Integration, Financial Services, Business Analysis, Fixed Income, Equities, Program Management, Vendor Management, Requirements Gathering, Portfolio Management
Education
Assumption College 2001 — 2005
Bachelor of Arts cum laude, English with a Concentration in Writing and Mass Communications
Merrill Lynch August 2011 - Present
Fidelity Investments June 2006 - August 2011
Skills
SharePoint, Requirements Analysis, SDLC, Analysis, Integration, Financial Services, Business Analysis, Fixed Income, Equities, Program Management, Vendor Management, Requirements Gathering, Portfolio Management
Education
Assumption College 2001 — 2005
Bachelor of Arts cum laude, English with a Concentration in Writing and Mass Communications
Terrance Joseph, MBA, Terrance Joseph, MBA,'s Merrill Lynch Experience July 2011 - Present
Job Assistant Vice President, Corporate Financial Advisory, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
JPMorgan Chase June 2010 - June 2011
Skills
Microsoft Office, Microsoft Windows, 401k Rollovers, Series 7, Mutual Funds, Microsoft Word, Asset Management, PowerPoint, Retirement, Access, Series 63, Investments, Microsoft Excel, Asset Allocation, Securities, Risk Management, Outlook, Public Speaking, Accounting, Equities, Financial Analysis, Leadership, Management, Portfolio Management, Retirement Planning, Windows, Finance, Banking, Sales, Financial Services, Financial Risk, Relationship Management, Customer Service, Credit, Mortgage Lending, Loans
Education
College for Financial Planning 2014 — 2015
CFP, Finance and Financial Management Services
Aspen University 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Concordia College 2004 — 2008
Business Administration, Business Administration and Management, General
Merrill Lynch July 2011 - Present
JPMorgan Chase June 2010 - June 2011
Skills
Microsoft Office, Microsoft Windows, 401k Rollovers, Series 7, Mutual Funds, Microsoft Word, Asset Management, PowerPoint, Retirement, Access, Series 63, Investments, Microsoft Excel, Asset Allocation, Securities, Risk Management, Outlook, Public Speaking, Accounting, Equities, Financial Analysis, Leadership, Management, Portfolio Management, Retirement Planning, Windows, Finance, Banking, Sales, Financial Services, Financial Risk, Relationship Management, Customer Service, Credit, Mortgage Lending, Loans
Education
College for Financial Planning 2014 — 2015
CFP, Finance and Financial Management Services
Aspen University 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Concordia College 2004 — 2008
Business Administration, Business Administration and Management, General
Chuck Ayers's Merrill Lynch Experience March 1999 - Present
Job Resident Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1999 - Present
J.P. Morgan July 1997 - March 1999
Alex Brown June 1994 - July 1998
Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, 401k, Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement, Securities, FINRA, IRAs, Financial Planners, Financial Planning
Education
Auburn University 1979 — 1983
Business, Accounting
Merrill Lynch March 1999 - Present
J.P. Morgan July 1997 - March 1999
Alex Brown June 1994 - July 1998
Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, 401k, Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement, Securities, FINRA, IRAs, Financial Planners, Financial Planning
Education
Auburn University 1979 — 1983
Business, Accounting
Hilary Miller Hilary Miller's Merrill Lynch Experience December 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Wells Fargo Advisors June 2014 - December 2014
Wells Fargo Advisors October 2013 - June 2014
Auburn University August 2009 - May 2013
Stein Mart May 2012 - August 2012
Initial Outfitters May 2011 - August 2012
Skills
Photoshop, Teamwork, Management, Marketing, Microsoft Excel, Microsoft Word, Microsoft Access, iWork, Public Speaking, Public Relations
Education
Auburn University 2009 — 2013
Bachelor of Science, Business Marketing
Paxon School for Advanced Studies 2005 — 2009
Graduated in 2009 with Honors
Merrill Lynch December 2014 - Present
Wells Fargo Advisors June 2014 - December 2014
Wells Fargo Advisors October 2013 - June 2014
Auburn University August 2009 - May 2013
Stein Mart May 2012 - August 2012
Initial Outfitters May 2011 - August 2012
Skills
Photoshop, Teamwork, Management, Marketing, Microsoft Excel, Microsoft Word, Microsoft Access, iWork, Public Speaking, Public Relations
Education
Auburn University 2009 — 2013
Bachelor of Science, Business Marketing
Paxon School for Advanced Studies 2005 — 2009
Graduated in 2009 with Honors
Dena Kotz-Waldock Dena Kotz-Waldock's Merrill Lynch Experience August 1999 - April 2009
Job Former CFM, AVP at Merrill Lynch
Industry Education Management
Experience
Elyria High School July 2010 - Present
Waldock Consulting June 2002 - Present
Merrill Lynch August 1999 - April 2009
Key Investments (formerly McDonald & Company) November 1992 - August 1999
Skills
Retirement Planning, Investments, Finance, Sales, Training, Leadership, Budgets, Management, Marketing
Education
Ashland University 2005 — 2008
mba
Ashland University 2005 — 2007
MBA, Global Management
Ashland University
Bachelor, Finance/Minor Accounting
Elyria High School July 2010 - Present
Waldock Consulting June 2002 - Present
Merrill Lynch August 1999 - April 2009
Key Investments (formerly McDonald & Company) November 1992 - August 1999
Skills
Retirement Planning, Investments, Finance, Sales, Training, Leadership, Budgets, Management, Marketing
Education
Ashland University 2005 — 2008
mba
Ashland University 2005 — 2007
MBA, Global Management
Ashland University
Bachelor, Finance/Minor Accounting
Emily Bosley's Merrill Lynch Experience May 2015 - Present
Job Team Financial Advisor Business Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch August 2014 - May 2015
Dauch College of Business and Economics, Ashland University May 2013 - May 2015
Ashland University Academic Success Center August 2012 - May 2015
Merrill Lynch June 2014 - August 2014
Skills
Time Management, Teamwork, Organization, Highly detail oriented, Leadership, Always Punctual, Microsoft Excel, Event Planning, Facebook, Social Networking, Research, Marketing
Education
Ashland University 2011 — 2015
Bachelor of Science in Business Administration, Entrepreneurship and Finance, Junior
Wellington High School 2007 — 2011
Merrill Lynch May 2015 - Present
Merrill Lynch August 2014 - May 2015
Dauch College of Business and Economics, Ashland University May 2013 - May 2015
Ashland University Academic Success Center August 2012 - May 2015
Merrill Lynch June 2014 - August 2014
Skills
Time Management, Teamwork, Organization, Highly detail oriented, Leadership, Always Punctual, Microsoft Excel, Event Planning, Facebook, Social Networking, Research, Marketing
Education
Ashland University 2011 — 2015
Bachelor of Science in Business Administration, Entrepreneurship and Finance, Junior
Wellington High School 2007 — 2011
Deanna Bigger's Merrill Lynch Experience June 1996 - January 2003
Job Science Teacher
Industry Education Management
Experience
Montgomery Township September 2014 - Present
Robbinsville School District September 2013 - September 2014
Children's Garden Day School January 2013 - September 2014
St. Gregory the Great Catholic School September 2011 - September 2014
Montgomery School District February 2014 - June 2014
Saint Leo the Great Catholic School September 2004 - June 2006
St. Leo the Great September 2003 - June 2004
Merrill Lynch June 1996 - January 2003
Skills
Photoshop, Photography, Fundraising, PowerPoint, Microsoft Office, Microsoft Word, Teaching, Classroom, Microsoft Excel, Customer Service, K-12, Lesson Planning, Classroom Management, Education, Staff Development
Education
Assumption College 1992 — 1996
BS, Biology, General
Montgomery Township September 2014 - Present
Robbinsville School District September 2013 - September 2014
Children's Garden Day School January 2013 - September 2014
St. Gregory the Great Catholic School September 2011 - September 2014
Montgomery School District February 2014 - June 2014
Saint Leo the Great Catholic School September 2004 - June 2006
St. Leo the Great September 2003 - June 2004
Merrill Lynch June 1996 - January 2003
Skills
Photoshop, Photography, Fundraising, PowerPoint, Microsoft Office, Microsoft Word, Teaching, Classroom, Microsoft Excel, Customer Service, K-12, Lesson Planning, Classroom Management, Education, Staff Development
Education
Assumption College 1992 — 1996
BS, Biology, General
Brian Zupancic Brian Zupancic's Merrill Lynch Experience 1998 - 2000
Job Executive Sales SpecialistImmunology Business Unit UCB
Industry Pharmaceuticals
Experience
UCB August 2013 - Present
Takeda Pharmaceuticals 2010 - August 2013
Takeda Pharmaceuticals 2008 - 2010
TAP Pharmaceuticals 2004 - 2008
TAP Pharmaceuticals 2000 - 2004
Merrill Lynch 1998 - 2000
Skills
Pharmaceutical Sales, Gastroenterology, Neurology, Endocrinology, Sales, Nephrology, Operating Room, Rheumatology, Urology, Cardiology, Product Launch, Selling, Managed Care, Sales Operations, Diabetes
Education
Ashland University 2001 — 2005
MBA, Masters of Business Administration
Hillsdale College 1993 — 1997
BA, Business Administration/Finance, Spanish
UCB August 2013 - Present
Takeda Pharmaceuticals 2010 - August 2013
Takeda Pharmaceuticals 2008 - 2010
TAP Pharmaceuticals 2004 - 2008
TAP Pharmaceuticals 2000 - 2004
Merrill Lynch 1998 - 2000
Skills
Pharmaceutical Sales, Gastroenterology, Neurology, Endocrinology, Sales, Nephrology, Operating Room, Rheumatology, Urology, Cardiology, Product Launch, Selling, Managed Care, Sales Operations, Diabetes
Education
Ashland University 2001 — 2005
MBA, Masters of Business Administration
Hillsdale College 1993 — 1997
BA, Business Administration/Finance, Spanish
Nicholas Cafaro's Merrill Lynch Experience May 2003 - Present
Job Senior Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2003 - Present
Deloitte & Touche September 2001 - May 2003
UMass Memorial Medical Center 2000 - 2001
Skills
Wealth Management, Financial Analysis, Series 7, Fixed Income, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Investments, Retirement Planning, Series 63
Education
Assumption College
Merrill Lynch May 2003 - Present
Deloitte & Touche September 2001 - May 2003
UMass Memorial Medical Center 2000 - 2001
Skills
Wealth Management, Financial Analysis, Series 7, Fixed Income, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Investments, Retirement Planning, Series 63
Education
Assumption College
Sam Kniskern Sam Kniskern's Merrill Lynch Experience May 2011 - August 2011
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
BBVA Compass June 2015 - Present
Air National Guard January 2006 - Present
Northwestern Mutual November 2013 - January 2015
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Leadership, Supervisory Skills, Team Leadership, Critical Thinking, Access, Time Management, Teamwork
Education
Auburn University 2007 — 2011
Bachelor of Arts (BA), Finance, General
BBVA Compass June 2015 - Present
Air National Guard January 2006 - Present
Northwestern Mutual November 2013 - January 2015
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Leadership, Supervisory Skills, Team Leadership, Critical Thinking, Access, Time Management, Teamwork
Education
Auburn University 2007 — 2011
Bachelor of Arts (BA), Finance, General
Electra Henry Electra Henry's Merrill Lynch Experience September 2006 - February 2008
Job CEO Theraquatics.com
Industry Retail
Experience
Theraquatics.com February 2008 - Present
Downtown Business Association Montgomery January 2011 - Present
Merrill Lynch September 2006 - February 2008
Auburn University Montgomery August 2005 - August 2006
International Tennis Management 1998 - 2001
Skills
Training, Microsoft Word, Account Management, Management, Fundraising, Advertising, Sales, Competitive Analysis, Recruiting, Newsletters, Strategic Planning, Fitness, Community Outreach, Microsoft Excel, Customer Service, Public Speaking, Business Planning, Social Media Marketing, Social Networking, Event Management, Leadership Development, Entrepreneurship, Business Development, Small Business
Education
Auburn University at Montgomery 2004 — 2005
MBA, Finance
Beijing Foreign Studies University 2004 — 2004
Fulbright Scholar, Sino-relations
Auburn University at Montgomery 2000 — 2003
BS, Econ and Intl Bus, minor in German
University of Southern Queensland 1998 — 1999
Certificate in Marketing and Selling, Marketing
Theraquatics.com February 2008 - Present
Downtown Business Association Montgomery January 2011 - Present
Merrill Lynch September 2006 - February 2008
Auburn University Montgomery August 2005 - August 2006
International Tennis Management 1998 - 2001
Skills
Training, Microsoft Word, Account Management, Management, Fundraising, Advertising, Sales, Competitive Analysis, Recruiting, Newsletters, Strategic Planning, Fitness, Community Outreach, Microsoft Excel, Customer Service, Public Speaking, Business Planning, Social Media Marketing, Social Networking, Event Management, Leadership Development, Entrepreneurship, Business Development, Small Business
Education
Auburn University at Montgomery 2004 — 2005
MBA, Finance
Beijing Foreign Studies University 2004 — 2004
Fulbright Scholar, Sino-relations
Auburn University at Montgomery 2000 — 2003
BS, Econ and Intl Bus, minor in German
University of Southern Queensland 1998 — 1999
Certificate in Marketing and Selling, Marketing
Alan Hangartner Alan Hangartner's Merrill Lynch Experience August 2010 - July 2012
Job Vice President of Sales and Marketing
Industry Marketing and Advertising
Experience
Cottage Senior Living August 2013 - Present
Cottage Senior Living July 2012 - August 2013
Merrill Lynch August 2010 - July 2012
Century Automotive August 2009 - May 2010
Kinney Industries May 2009 - August 2009
Dell January 2008 - May 2008
Skills
Product Development, Product Management, Marketing Strategy, Product Design, Product Launch, Marketing Research, Online Marketing, Supply Chain Management, Financial Management, Social Media, Direct Marketing
Education
Auburn University
Bachelor's, Industrial Design
University of Alabama
Master of Science in Marketing
Cottage Senior Living August 2013 - Present
Cottage Senior Living July 2012 - August 2013
Merrill Lynch August 2010 - July 2012
Century Automotive August 2009 - May 2010
Kinney Industries May 2009 - August 2009
Dell January 2008 - May 2008
Skills
Product Development, Product Management, Marketing Strategy, Product Design, Product Launch, Marketing Research, Online Marketing, Supply Chain Management, Financial Management, Social Media, Direct Marketing
Education
Auburn University
Bachelor's, Industrial Design
University of Alabama
Master of Science in Marketing
Ernst Kosower, CIMA® Ernst Kosower, CIMA®'s Merrill Lynch Experience November 1984 - March 1995
Job Regional Sales Director at Snow Capital Management L.P.
Industry Financial Services
Experience
Snow Capital Management L.P. April 2010 - Present
Pono Consulting July 2006 - March 2010
Phoenix Investment Partners 2005 - 2006
Laurel Capital Advisors November 2001 - February 2005
Delaware Investments November 2000 - October 2001
Merrill Lynch Investment Managers July 1999 - October 2000
Merrill Lynch Consulting Services April 1995 - June 1999
Merrill Lynch November 1984 - March 1995
Skills
Asset Management, Investments, Funding, SMA, Public Speaking, Endowments, Alternative Investments, Separately Managed..., Investment Advisory, Asset Allocation, Investment Strategies, Series 65, Mutual Funds, Taft-Hartley
Education
Ashland University 1975 — 1979
B.A., Communications & Marketing
Snow Capital Management L.P. April 2010 - Present
Pono Consulting July 2006 - March 2010
Phoenix Investment Partners 2005 - 2006
Laurel Capital Advisors November 2001 - February 2005
Delaware Investments November 2000 - October 2001
Merrill Lynch Investment Managers July 1999 - October 2000
Merrill Lynch Consulting Services April 1995 - June 1999
Merrill Lynch November 1984 - March 1995
Skills
Asset Management, Investments, Funding, SMA, Public Speaking, Endowments, Alternative Investments, Separately Managed..., Investment Advisory, Asset Allocation, Investment Strategies, Series 65, Mutual Funds, Taft-Hartley
Education
Ashland University 1975 — 1979
B.A., Communications & Marketing
Richard Visintine Richard Visintine's Merrill Lynch Experience April 1989 - September 2007
Job Vice President Investments/Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2007 - Present
Merrill Lynch April 1989 - September 2007
Education
Ashland University 1974 — 1978
BS in BA, Economics
University of Dayton
Master of Business Administration (MBA)
UBS September 2007 - Present
Merrill Lynch April 1989 - September 2007
Education
Ashland University 1974 — 1978
BS in BA, Economics
University of Dayton
Master of Business Administration (MBA)
varuj sukhsevi varuj sukhsevi's Merrill Lynch Experience August 2009 - December 2009
Job Multitalented Data Analyst with a very diverse background in finance, IT and business management.
Industry Import and Export
Experience
Aquariuz LLC October 2010 - Present
Bellini LLC October 2010 - February 2011
Chunou foods usa January 2010 - December 2010
Hawaii Pacific University December 2008 - September 2010
Merrill Lynch August 2009 - December 2009
Global Wireless CO., LTD. Thailand April 2008 - August 2008
•HESSO-WEST Switzerland University of Applied Sciences Vaud School of Business and Engineering November 2007 - March 2008
Education
Hawaii Pacific University 2008 — 2010
MBA, Management & Finance
Assumption University 2004 — 2008
BEng, Computer & Networking
Saint Dominic School 1998 — 2004
highschool
Aquariuz LLC October 2010 - Present
Bellini LLC October 2010 - February 2011
Chunou foods usa January 2010 - December 2010
Hawaii Pacific University December 2008 - September 2010
Merrill Lynch August 2009 - December 2009
Global Wireless CO., LTD. Thailand April 2008 - August 2008
•HESSO-WEST Switzerland University of Applied Sciences Vaud School of Business and Engineering November 2007 - March 2008
Education
Hawaii Pacific University 2008 — 2010
MBA, Management & Finance
Assumption University 2004 — 2008
BEng, Computer & Networking
Saint Dominic School 1998 — 2004
highschool
Mark Williams CSM Mark Williams CSM's Merrill Lynch Experience March 2010 - Present
Job Senior Business Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Bank of America Global Wealth Management December 2004 - Present
Northrop Grumman Information Systems May 2009 - March 2010
U.S.Trust 2004 - 2008
Bank of America - Global Wealth & Investment Management 2004 - 2008
GoldenSource January 1992 - November 2004
GoldenSource (formerly Financial Technologies International / FTI) 1991 - 2004
GoldenSource (formerly Financial Technologies International) 1991 - 2004
Citibank July 1990 - January 1992
Bank of New York Mellon January 1986 - July 1990
Skills
Requirements Analysis, Integration, SDLC, Business Analysis, Program Management, Process Engineering, Requirements Gathering, Agile, Software Development, Vendor Management, Business Requirements
Education
Aston University 1978 — 1979
M.sc., Management
The University of Wolverhampton 1975 — 1978
B.Sc. Hons, Economics and Biology
Agile University
Merrill Lynch March 2010 - Present
Bank of America Global Wealth Management December 2004 - Present
Northrop Grumman Information Systems May 2009 - March 2010
U.S.Trust 2004 - 2008
Bank of America - Global Wealth & Investment Management 2004 - 2008
GoldenSource January 1992 - November 2004
GoldenSource (formerly Financial Technologies International / FTI) 1991 - 2004
GoldenSource (formerly Financial Technologies International) 1991 - 2004
Citibank July 1990 - January 1992
Bank of New York Mellon January 1986 - July 1990
Skills
Requirements Analysis, Integration, SDLC, Business Analysis, Program Management, Process Engineering, Requirements Gathering, Agile, Software Development, Vendor Management, Business Requirements
Education
Aston University 1978 — 1979
M.sc., Management
The University of Wolverhampton 1975 — 1978
B.Sc. Hons, Economics and Biology
Agile University
Rick Blahnik Rick Blahnik's Merrill Lynch Experience November 2006 - December 2008
Job Financial Advisor
Industry Education Management
Experience
Western & Southern Financial Group November 2011 - July 2014
Western & Southern Life May 2010 - October 2011
Merrill Lynch November 2006 - December 2008
Bank One, NA June 1997 - December 2001
Bank One, Mansfield August 1988 - May 1995
Skills
Leadership, Small Business, Sales
Education
Ashland University 1984 — 1988
MBA, Executive Management
Miami University 1980 — 1981
Masters, Physical Education
Marietta College 1973 — 1977
Bachelor of Arts, Social Studies
Western & Southern Financial Group November 2011 - July 2014
Western & Southern Life May 2010 - October 2011
Merrill Lynch November 2006 - December 2008
Bank One, NA June 1997 - December 2001
Bank One, Mansfield August 1988 - May 1995
Skills
Leadership, Small Business, Sales
Education
Ashland University 1984 — 1988
MBA, Executive Management
Miami University 1980 — 1981
Masters, Physical Education
Marietta College 1973 — 1977
Bachelor of Arts, Social Studies
tony del prado tony del prado's Merrill Lynch Experience April 1997 - February 1998
Job Middleware Engineer
Industry Financial Services
Experience
Bank of America June 2013 - Present
San Antonio Forex June 2008 - December 2012
Barclays March 2009 - December 2009
Lehman Brothers August 1999 - April 2008
Bear Stearns February 1998 - August 1999
Merrill Lynch April 1997 - February 1998
Morgan Stanley August 1996 - April 1997
Lehman Brothers August 1994 - August 1996
Skills
Middleware, TIBCO, WebSphere MQ, JMS, Enterprise Architecture, Unix, Sybase, WebSphere Application..., EAI, TIBCO Rendezvous, Weblogic, SOA, Solaris, Unix Shell Scripting, ESB, Websphere, DB2, Java Enterprise Edition
Education
University of the Philippines 1973 — 1977
High School
Ateneo de Manila University 1977 — 1981
Bachelor of Business Administration (BBA)
The Chubb Institute 1992 — 1992
Programming Certificate - Assembler, COBOL, CICS, DB2, Systems Analysis & Design
New York University 1996 — 1997
Programming Certificate - C/C++, Java, UNIX, OOA&D
Bank of America June 2013 - Present
San Antonio Forex June 2008 - December 2012
Barclays March 2009 - December 2009
Lehman Brothers August 1999 - April 2008
Bear Stearns February 1998 - August 1999
Merrill Lynch April 1997 - February 1998
Morgan Stanley August 1996 - April 1997
Lehman Brothers August 1994 - August 1996
Skills
Middleware, TIBCO, WebSphere MQ, JMS, Enterprise Architecture, Unix, Sybase, WebSphere Application..., EAI, TIBCO Rendezvous, Weblogic, SOA, Solaris, Unix Shell Scripting, ESB, Websphere, DB2, Java Enterprise Edition
Education
University of the Philippines 1973 — 1977
High School
Ateneo de Manila University 1977 — 1981
Bachelor of Business Administration (BBA)
The Chubb Institute 1992 — 1992
Programming Certificate - Assembler, COBOL, CICS, DB2, Systems Analysis & Design
New York University 1996 — 1997
Programming Certificate - C/C++, Java, UNIX, OOA&D
Patrick McDaniel Patrick McDaniel's Merrill Lynch Experience May 2013 - August 2013
Job Finance Student at Auburn University
Industry Financial Services
Experience
Auburn University August 2011 - Present
Auburn University April 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Huntsville Hospital May 2012 - August 2013
Auburn University May 2012 - April 2013
Skills
Morningstar, Bloomberg Terminal, FactSet, Microsoft Excel, Microsoft Office, PowerPoint, Leadership
Education
Auburn University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Auburn University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Auburn University August 2011 - Present
Auburn University April 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Huntsville Hospital May 2012 - August 2013
Auburn University May 2012 - April 2013
Skills
Morningstar, Bloomberg Terminal, FactSet, Microsoft Excel, Microsoft Office, PowerPoint, Leadership
Education
Auburn University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Auburn University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick Bessinger's Merrill Lynch Experience September 2012 - June 2013
Job Natural Gas Control
Industry Oil & Energy
Experience
J-W Energy Company December 2014 - Present
TD Ameritrade June 2013 - December 2014
Merrill Lynch September 2012 - June 2013
Thrivent Financial for Lutherans March 2012 - September 2012
JPMorgan Chase September 2008 - March 2012
Skills
Series 7, Series 6, Series 63, ETFs, Securities, General Insurance, Investments, Salesforce.com, Financial Advisory, Personal Finance, Retail Banking, Branch Banking, Sales Process, Financial Forecasting, Morningstar, Series 65, 401k Rollovers, Portfolio Management, Wealth Management..., Financial Modeling, Investment Advisory, Financial Analysis, Retirement Planning, Mutual Funds, Wealth Management, Loans, Fixed Annuities, Investment Strategies
Education
Auburn University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
J-W Energy Company December 2014 - Present
TD Ameritrade June 2013 - December 2014
Merrill Lynch September 2012 - June 2013
Thrivent Financial for Lutherans March 2012 - September 2012
JPMorgan Chase September 2008 - March 2012
Skills
Series 7, Series 6, Series 63, ETFs, Securities, General Insurance, Investments, Salesforce.com, Financial Advisory, Personal Finance, Retail Banking, Branch Banking, Sales Process, Financial Forecasting, Morningstar, Series 65, 401k Rollovers, Portfolio Management, Wealth Management..., Financial Modeling, Investment Advisory, Financial Analysis, Retirement Planning, Mutual Funds, Wealth Management, Loans, Fixed Annuities, Investment Strategies
Education
Auburn University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Richard Hendry Richard Hendry's Merrill Lynch Experience 1994 - 1998
Job Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. March 1999 - Present
United States Marine Corps 1990 - 2000
AG Edwards 1998 - 1999
Merrill Lynch 1994 - 1998
Education
Webster University 1991 — 1993
Master of Business Administration (M.B.A.)
Auburn University 1986 — 1990
Bachelor of Science (B.S.), Management
Raymond James Financial Services, Inc. March 1999 - Present
United States Marine Corps 1990 - 2000
AG Edwards 1998 - 1999
Merrill Lynch 1994 - 1998
Education
Webster University 1991 — 1993
Master of Business Administration (M.B.A.)
Auburn University 1986 — 1990
Bachelor of Science (B.S.), Management
Sam Wesselschmidt Sam Wesselschmidt's Merrill Lynch Experience August 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2013 - Present
Wells Fargo November 2012 - August 2013
Northwestern Mutual Financial Network May 2009 - October 2010
Skills
Customer Service, Sales, Investments, Finance, Insurance
Education
Auburn University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Merrill Lynch August 2013 - Present
Wells Fargo November 2012 - August 2013
Northwestern Mutual Financial Network May 2009 - October 2010
Skills
Customer Service, Sales, Investments, Finance, Insurance
Education
Auburn University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Derek Mohamed, CRPC, AAMS's Merrill Lynch Experience June 2015 - Present
Job Managing Director Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
UBS March 2007 - June 2015
Morgan Stanley 1999 - 2007
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Protection..., Wealth Preservation..., Charitable Giving..., Retirement Income..., Wealth Transfer, Financial Advisory, Finance, Strategic Financial..., Investment Advisory, Strategy, Investments, Series 7, Wealth, Retirement, Asset Managment, Investment Strategies, High Net Worth..., Investment Management, Life Insurance, Long-term Care
Education
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist
American College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Assumption College 1995 — 1998
Bachelor of Arts (B.A.), Economics/Finance
Saint John's High School - Shrewsbury, Ma
High School
Merrill Lynch June 2015 - Present
UBS March 2007 - June 2015
Morgan Stanley 1999 - 2007
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Protection..., Wealth Preservation..., Charitable Giving..., Retirement Income..., Wealth Transfer, Financial Advisory, Finance, Strategic Financial..., Investment Advisory, Strategy, Investments, Series 7, Wealth, Retirement, Asset Managment, Investment Strategies, High Net Worth..., Investment Management, Life Insurance, Long-term Care
Education
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist
American College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Assumption College 1995 — 1998
Bachelor of Arts (B.A.), Economics/Finance
Saint John's High School - Shrewsbury, Ma
High School
Johnny Beehner, AAMS, CRPC Johnny Beehner, AAMS, CRPC's Merrill Lynch Experience July 2011 - May 2012
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
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
Henry Camp Henry Camp's Merrill Lynch Experience 1978 - 2007
Job Principal at Altius Learning
Industry Financial Services
Experience
Altius Learning May 2012 - Present
Merrill Lynch 1978 - 2007
Skills
Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 1972 — 1972
Bachelor of Business Administration (B.B.A.), Finance, General
Auburn University 1969 — 1972
Bachelor of Business Administration (BBA), Finance, General
Altius Learning May 2012 - Present
Merrill Lynch 1978 - 2007
Skills
Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 1972 — 1972
Bachelor of Business Administration (B.B.A.), Finance, General
Auburn University 1969 — 1972
Bachelor of Business Administration (BBA), Finance, General
Springna Zhao Springna Zhao's Merrill Lynch Experience February 2007 - February 2009
Job Investment Advisor; Special China Advisor to the Governor's Office of AL
Industry Investment Management
Experience
Stifel Financial Corp. July 2015 - Present
Governor's Office of Alabama May 2014 - Present
Regional Financial Company October 2012 - June 2014
NEXT Financial Group Inc February 2009 - October 2012
Merrill Lynch February 2007 - February 2009
Alabama Development Office May 2006 - March 2007
Korn/Ferry International 2003 - 2004
Education
Auburn University at Montgomery 2005 — 2006
MBA, Finance, General
China Foreign Affairs University 2000 — 2004
B.A., International Relations & English
Stifel Financial Corp. July 2015 - Present
Governor's Office of Alabama May 2014 - Present
Regional Financial Company October 2012 - June 2014
NEXT Financial Group Inc February 2009 - October 2012
Merrill Lynch February 2007 - February 2009
Alabama Development Office May 2006 - March 2007
Korn/Ferry International 2003 - 2004
Education
Auburn University at Montgomery 2005 — 2006
MBA, Finance, General
China Foreign Affairs University 2000 — 2004
B.A., International Relations & English
Anna Brykalin Anna Brykalin's Merrill Lynch Experience May 2012 - August 2012
Job Client Service
Industry Financial Services
Experience
Merrill Lynch May 2012 - August 2012
Hermes of Paris January 2009 - September 2010
Wells Fargo August 2006 - December 2008
Skills
Series 7, Loans, Credit Analysis, Series 63, Consumer Lending, Investment Advisory, Wealth Management, Credit, Finance
Education
Auburn University at Montgomery 2003 — 2007
Bachelor, Major: Psychology Minor: Business Administration
Merrill Lynch May 2012 - August 2012
Hermes of Paris January 2009 - September 2010
Wells Fargo August 2006 - December 2008
Skills
Series 7, Loans, Credit Analysis, Series 63, Consumer Lending, Investment Advisory, Wealth Management, Credit, Finance
Education
Auburn University at Montgomery 2003 — 2007
Bachelor, Major: Psychology Minor: Business Administration
Steve Henrickson Steve Henrickson's Merrill Lynch Experience July 1996 - May 1999
Job REALTOR/Consultant at RE/MAX Specialists
Industry Real Estate
Experience
RE/MAX Specialists April 2005 - Present
OakScape 1999 - 2000
Merrill Lynch July 1996 - May 1999
American Express 1991 - 1996
Barnett Bank (Operations Company) 1988 - 1990
Skills
Relocation, Consulting, Business Process..., Industrial Engineering, Real Estate, Problem Solving, Customer Service, Analysis, Management Consulting, Editing, Strategic Planning, Writing, Marketing Strategy, Workflow Analysis, Contract Negotiation, Goals, Real Estate Transactions, Short Sales, Selling, Marketing, Investors, REO, Foreclosures, Investment Properties, Management, Residential Homes, Negotiation, Sellers, Sales, Committed to..., Creative Problem Solving, First Time Home Buyers, Single Family Homes, Luxury, Condos, New Home Sales, Buyers
Education
Auburn University 1982 — 1988
Bachelor's Degree, Operations Management
Jacksonville University 1998 — 1999
MBA Work, Business Management
University of North Alabama 1980 — 1982
Pre-Engineering
RE/MAX Specialists April 2005 - Present
OakScape 1999 - 2000
Merrill Lynch July 1996 - May 1999
American Express 1991 - 1996
Barnett Bank (Operations Company) 1988 - 1990
Skills
Relocation, Consulting, Business Process..., Industrial Engineering, Real Estate, Problem Solving, Customer Service, Analysis, Management Consulting, Editing, Strategic Planning, Writing, Marketing Strategy, Workflow Analysis, Contract Negotiation, Goals, Real Estate Transactions, Short Sales, Selling, Marketing, Investors, REO, Foreclosures, Investment Properties, Management, Residential Homes, Negotiation, Sellers, Sales, Committed to..., Creative Problem Solving, First Time Home Buyers, Single Family Homes, Luxury, Condos, New Home Sales, Buyers
Education
Auburn University 1982 — 1988
Bachelor's Degree, Operations Management
Jacksonville University 1998 — 1999
MBA Work, Business Management
University of North Alabama 1980 — 1982
Pre-Engineering
Ronald Bajorek's Merrill Lynch Experience January 1985 - January 1991
Job President at Bajorek Agency Inc
Industry Insurance
Experience
Bajorek Agency Inc January 1994 - Present
BAJOREK AGENCY INC January 1993 - Present
Liberty Mutual January 2002 - January 2005
METLIFE AUTO & HOME INSURANCE January 1989 - January 1993
Merrill Lynch January 1985 - January 1991
Skills
skills to pay the bills, innovative leader, Community Organizing, Contractors, Leadership, Small Business, Insurance, New Business Development, Strategic Planning, Team Building, Sales Management, Account Management, Sales, Marketing, Selling, Property & Casualty..., Life Insurance, Homeowners, Commercial Lines, Motorcycle, Training, Workers Compensation, Commercial Insurance
Education
RIT 1983 — 1985
Bachelor of Arts, finance
Ashland University 1980 — 1982
none, thats a loaded question
Bajorek Agency Inc January 1994 - Present
BAJOREK AGENCY INC January 1993 - Present
Liberty Mutual January 2002 - January 2005
METLIFE AUTO & HOME INSURANCE January 1989 - January 1993
Merrill Lynch January 1985 - January 1991
Skills
skills to pay the bills, innovative leader, Community Organizing, Contractors, Leadership, Small Business, Insurance, New Business Development, Strategic Planning, Team Building, Sales Management, Account Management, Sales, Marketing, Selling, Property & Casualty..., Life Insurance, Homeowners, Commercial Lines, Motorcycle, Training, Workers Compensation, Commercial Insurance
Education
RIT 1983 — 1985
Bachelor of Arts, finance
Ashland University 1980 — 1982
none, thats a loaded question
Gamal Gasser Gamal Gasser's Merrill Lynch Experience May 1982 - April 1994
Job Security & Compliance Manager at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services September 2013 - Present
InfoVision Consultants Inc (USA) & InfoVision Solutions India December 2011 - September 2013
Infinite Computer Solutions September 2009 - September 2011
Amertech Engineering, Inc. September 2004 - September 2009
ISCJ August 2002 - July 2004
Business Analysis Group October 1994 - June 2002
Merrill Lynch May 1982 - April 1994
Skills
SDLC, PMP, Integration, Scrum, Software Development, Vendor Management, Web Services, Cloud Computing, Requirements Analysis, Program Management, IT Service Management
Education
Monmouth University 2009 — 2009
PMP & 6 Xigma
Cairo University 1999 — 2001
High Diploma, Artificial Intelligence, Language Translation
Cairo University 1978 — 1981
BS, Computer Science
Assiut University 1972 — 1976
BS, Sciences
Tata Consultancy Services September 2013 - Present
InfoVision Consultants Inc (USA) & InfoVision Solutions India December 2011 - September 2013
Infinite Computer Solutions September 2009 - September 2011
Amertech Engineering, Inc. September 2004 - September 2009
ISCJ August 2002 - July 2004
Business Analysis Group October 1994 - June 2002
Merrill Lynch May 1982 - April 1994
Skills
SDLC, PMP, Integration, Scrum, Software Development, Vendor Management, Web Services, Cloud Computing, Requirements Analysis, Program Management, IT Service Management
Education
Monmouth University 2009 — 2009
PMP & 6 Xigma
Cairo University 1999 — 2001
High Diploma, Artificial Intelligence, Language Translation
Cairo University 1978 — 1981
BS, Computer Science
Assiut University 1972 — 1976
BS, Sciences
Derek Burrow's Merrill Lynch Experience May 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
PharmaPoint September 2012 - May 2014
Regions Financial Corporation April 2012 - September 2012
Regions Financial Corporation September 2010 - March 2012
Regions Financial Corporation April 2010 - September 2010
The Systems Group February 2010 - April 2010
Skills
Microsoft Office, Banking, Pharmacy Benefit..., Account Reconciliation, Data Analysis, Analysis, Reconciliation, PioneerRx, Emdeon, Relationship Management, Customer Retention, Consumer Banking, Small Business Lending, SBA, Commercial Banking, Public Speaking, Sales, Loans, Finance
Education
Samford University 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Auburn University 2005 — 2009
Bachelor of Science, Business/Finance
Merrill Lynch May 2014 - Present
PharmaPoint September 2012 - May 2014
Regions Financial Corporation April 2012 - September 2012
Regions Financial Corporation September 2010 - March 2012
Regions Financial Corporation April 2010 - September 2010
The Systems Group February 2010 - April 2010
Skills
Microsoft Office, Banking, Pharmacy Benefit..., Account Reconciliation, Data Analysis, Analysis, Reconciliation, PioneerRx, Emdeon, Relationship Management, Customer Retention, Consumer Banking, Small Business Lending, SBA, Commercial Banking, Public Speaking, Sales, Loans, Finance
Education
Samford University 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Auburn University 2005 — 2009
Bachelor of Science, Business/Finance
Robert Thomas (R.T.) Floyd's Merrill Lynch Experience July 2008 - January 2009
Job Regional Sales Manager at Harvest Select Catfish & Seafood
Industry Food Production
Experience
Harvest Select Catfish & Seafood June 2015 - Present
Harvest Select Catfish & Seafood January 2014 - Present
Aflac February 2009 - 2013
Merrill Lynch July 2008 - January 2009
Skills
Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Retirement Planning, Employee Benefits, Retirement, Whole Life, Critical Illness, Accident, Investments, Estate Planning, Strategic Financial..., Financial Planners, Financial Analysis, Universal Life, Customer Service, Sales, Microsoft Excel, Strategic Planning, Cold Calling, Team Building, Marketing, Account Management, Microsoft Office, Portfolio Management, Financial Advisory, PowerPoint, Microsoft Word, Direct Sales, Asset Management, Series 7, Cash Flow, FINRA, Finance, Business Analysis, Business Development, Analysis, Securities, Customer Retention, Series 65, Series 6, Mutual Funds, Business Planning, Series 63, Variable Annuities, Permanent Life Insurance, IRAs
Education
NFI-Future Leader's 2014 — 2015
National Fisheries Institute-Future Leader's 2014 — 2015
Wild Caught and Farm Raised Fisheries
The University of West Alabama 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance, 4.0
Auburn University 2003 — 2008
Bachelor of Science, Finance
Sumter Academy 1990 — 2003
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Harvest Select Catfish & Seafood June 2015 - Present
Harvest Select Catfish & Seafood January 2014 - Present
Aflac February 2009 - 2013
Merrill Lynch July 2008 - January 2009
Skills
Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Retirement Planning, Employee Benefits, Retirement, Whole Life, Critical Illness, Accident, Investments, Estate Planning, Strategic Financial..., Financial Planners, Financial Analysis, Universal Life, Customer Service, Sales, Microsoft Excel, Strategic Planning, Cold Calling, Team Building, Marketing, Account Management, Microsoft Office, Portfolio Management, Financial Advisory, PowerPoint, Microsoft Word, Direct Sales, Asset Management, Series 7, Cash Flow, FINRA, Finance, Business Analysis, Business Development, Analysis, Securities, Customer Retention, Series 65, Series 6, Mutual Funds, Business Planning, Series 63, Variable Annuities, Permanent Life Insurance, IRAs
Education
NFI-Future Leader's 2014 — 2015
National Fisheries Institute-Future Leader's 2014 — 2015
Wild Caught and Farm Raised Fisheries
The University of West Alabama 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance, 4.0
Auburn University 2003 — 2008
Bachelor of Science, Finance
Sumter Academy 1990 — 2003
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Stephanie Alper-Lisi Stephanie Alper-Lisi's Merrill Lynch Experience August 2006 - February 2008
Job Director of Marketing Insight, Innovation, Service...Moving Your Business Forward
Industry Insurance
Experience
owR Opinion, LLC February 2008 - Present
Merrill Lynch August 2006 - February 2008
New York Life Insurance Company February 2006 - August 2006
Enterprise Rent-A-Car July 1998 - February 2006
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement Planning, Retirement, Long-term Care, Sales Management, Term Life Insurance, Estate Planning, Strategic Planning, Customer Service, Employee Benefits
Education
The American College 2011 — 2016
CLU, Insurance
Assumption College 1994 — 1998
Bachelor’s Degree, Marketing
Londonderry High School 1992 — 1994
Holy Cross High School 1990 — 1992
owR Opinion, LLC February 2008 - Present
Merrill Lynch August 2006 - February 2008
New York Life Insurance Company February 2006 - August 2006
Enterprise Rent-A-Car July 1998 - February 2006
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement Planning, Retirement, Long-term Care, Sales Management, Term Life Insurance, Estate Planning, Strategic Planning, Customer Service, Employee Benefits
Education
The American College 2011 — 2016
CLU, Insurance
Assumption College 1994 — 1998
Bachelor’s Degree, Marketing
Londonderry High School 1992 — 1994
Holy Cross High School 1990 — 1992
Kevin Glanzman's Merrill Lynch Experience June 2011 - August 2011
Job Financial Advisor, Producer
Industry Financial Services
Experience
Newbridge Coverage Corporation June 2010 - Present
MetLife January 2014 - July 2015
Melbourne Mustangs March 2013 - February 2014
Merrill Lynch June 2011 - August 2011
Skills
Financial Planning, Life & Health Insurance, Income Protection, Tax Mitigation, Property & Casualty..., Alternative Investments, Retirement Planning, Social Media Marketing, Asset Allocation, Disability Insurance, Tax Shelters, Employee Benefits, Protection Planning, Social Media Consulting, Microsoft Office, Blogging, Microsoft Excel, Avid Pro, Adobe Illustrator, Graphic Design, Sales, Social Networking, Marketing, Leadership
Education
Assumption College 2008 — 2012
Bachelor's Degree, Economics, Finance
Masspequa High School 2004 — 2007
Newbridge Coverage Corporation June 2010 - Present
MetLife January 2014 - July 2015
Melbourne Mustangs March 2013 - February 2014
Merrill Lynch June 2011 - August 2011
Skills
Financial Planning, Life & Health Insurance, Income Protection, Tax Mitigation, Property & Casualty..., Alternative Investments, Retirement Planning, Social Media Marketing, Asset Allocation, Disability Insurance, Tax Shelters, Employee Benefits, Protection Planning, Social Media Consulting, Microsoft Office, Blogging, Microsoft Excel, Avid Pro, Adobe Illustrator, Graphic Design, Sales, Social Networking, Marketing, Leadership
Education
Assumption College 2008 — 2012
Bachelor's Degree, Economics, Finance
Masspequa High School 2004 — 2007
Stacy Giunta's Merrill Lynch Experience April 2007 - August 2008
Job Project Management
Industry Executive Office
Experience
Junior League of Atlanta June 2014 - May 2015
Junior League of Atlanta June 2013 - May 2014
Fulton County Schools August 2009 - September 2012
Merrill Lynch April 2007 - August 2008
Merrill Lynch November 2006 - April 2007
Merrill Lynch August 2006 - November 2006
Merrill Lynch February 2006 - August 2006
NYC Department of Education September 2004 - December 2005
Education
Teachers College of Columbia University 2002 — 2004
M.Ed, Special Education and Childhood Education
Auburn University 1992 — 1996
BA, Communications
H.B. Plant High School 1990 — 1992
Junior League of Atlanta June 2014 - May 2015
Junior League of Atlanta June 2013 - May 2014
Fulton County Schools August 2009 - September 2012
Merrill Lynch April 2007 - August 2008
Merrill Lynch November 2006 - April 2007
Merrill Lynch August 2006 - November 2006
Merrill Lynch February 2006 - August 2006
NYC Department of Education September 2004 - December 2005
Education
Teachers College of Columbia University 2002 — 2004
M.Ed, Special Education and Childhood Education
Auburn University 1992 — 1996
BA, Communications
H.B. Plant High School 1990 — 1992
Philip Burroughs Philip Burroughs's Merrill Lynch Experience January 1995 - January 2000
Job National Sales Manager at Lord Baltimore Hotel
Industry Hospitality
Experience
Lord Baltimore Hotel April 2015 - Present
SANLORENZO SPA January 2013 - April 2015
Total Dealer Solutions April 2010 - December 2012
Southeast Luxury Rentals June 2007 - 2010
Wells Fargo March 2006 - June 2007
Smith Barney January 2000 - 2006
Merrill Lynch January 1995 - January 2000
Skills
Insurance, Real Estate Transactions, Yachting, Account Management, Contract Negotiation, Management, New Business Development, Sales Management, Customer Service, Strategic Planning, Sales
Education
Auburn University 1983 — 1987
BA, Communication and Media Studies
Lord Baltimore Hotel April 2015 - Present
SANLORENZO SPA January 2013 - April 2015
Total Dealer Solutions April 2010 - December 2012
Southeast Luxury Rentals June 2007 - 2010
Wells Fargo March 2006 - June 2007
Smith Barney January 2000 - 2006
Merrill Lynch January 1995 - January 2000
Skills
Insurance, Real Estate Transactions, Yachting, Account Management, Contract Negotiation, Management, New Business Development, Sales Management, Customer Service, Strategic Planning, Sales
Education
Auburn University 1983 — 1987
BA, Communication and Media Studies
Oscarina Torres Oscarina Torres's Merrill Lynch Experience December 2004 - February 2006
Job Client Support Specialist Private Wealth Management at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2012 - Present
Total Insurance March 2010 - June 2012
Wells Fargo August 2007 - February 2010
Merrill Lynch December 2004 - February 2006
Washington Mutual Bank March 2003 - December 2004
Skills
Investments, Retirement, Sales, Finance, Wealth Management, Mortgage Lending, Financial Services, Analysis, Mutual Funds, Insurance, Marketing, Customer Service, Series 63, Loans, Credit, Strategic Financial..., Retail Banking, Relationship Management, Retirement Planning, Securities, Private Banking, Wealth Management..., Mortgage Banking, Banking, Management, Financial Advisory, Leadership, Portfolio Management, CRM, Financial Planning
Education
Aspen University 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
Kennesaw State University 2001 — 2004
Finance, Finance
Real estate
Agent, Banking, Corporate, Finance, and Securities Law
SunTrust Bank June 2012 - Present
Total Insurance March 2010 - June 2012
Wells Fargo August 2007 - February 2010
Merrill Lynch December 2004 - February 2006
Washington Mutual Bank March 2003 - December 2004
Skills
Investments, Retirement, Sales, Finance, Wealth Management, Mortgage Lending, Financial Services, Analysis, Mutual Funds, Insurance, Marketing, Customer Service, Series 63, Loans, Credit, Strategic Financial..., Retail Banking, Relationship Management, Retirement Planning, Securities, Private Banking, Wealth Management..., Mortgage Banking, Banking, Management, Financial Advisory, Leadership, Portfolio Management, CRM, Financial Planning
Education
Aspen University 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
Kennesaw State University 2001 — 2004
Finance, Finance
Real estate
Agent, Banking, Corporate, Finance, and Securities Law
Scott Sargent's Merrill Lynch Experience May 2002 - September 2002
Job Dedicated, disciplined and determined; providing investors the comfort which they deserve.
Industry Investment Management
Experience
FirstMerit Bank September 2013 - Present
PNC Wealth Management January 2007 - September 2013
National City Bank September 2004 - January 2007
National City Bank July 2003 - September 2004
Merrill Lynch May 2002 - September 2002
Skills
Wealth Management, Equities, Investment Management, Asset Allocation, Investments, Financial Services, Banking, Portfolio Management, Derivatives, Strategic Financial..., Fixed Income, Finance, Retirement Planning
Education
Ashland University 1999 — 2003
BSBA, Finance, Marketing, Accounting, Economics
FirstMerit Bank September 2013 - Present
PNC Wealth Management January 2007 - September 2013
National City Bank September 2004 - January 2007
National City Bank July 2003 - September 2004
Merrill Lynch May 2002 - September 2002
Skills
Wealth Management, Equities, Investment Management, Asset Allocation, Investments, Financial Services, Banking, Portfolio Management, Derivatives, Strategic Financial..., Fixed Income, Finance, Retirement Planning
Education
Ashland University 1999 — 2003
BSBA, Finance, Marketing, Accounting, Economics
Eric Armand Britt Eric Armand Britt's Merrill Lynch Experience January 2009 - September 2014
Job Financial Consultant at TIAACREF at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Merrill Lynch January 2009 - September 2014
Morgan Stanley August 1995 - January 2009
United States Marine Corps August 1985 - January 1994
Skills
Portfolio Management, Investments, Financial Advisory, Mortgage Lending, Life Insurance, Alternative Investments, Risk Management, Long Term Care Insurance, Analysis, Strategic Financial..., Wealth Management, Small Business, Banking
Education
Auburn University 1981 — 1985
BS in EE, Electrical Engineering
TIAA-CREF September 2014 - Present
Merrill Lynch January 2009 - September 2014
Morgan Stanley August 1995 - January 2009
United States Marine Corps August 1985 - January 1994
Skills
Portfolio Management, Investments, Financial Advisory, Mortgage Lending, Life Insurance, Alternative Investments, Risk Management, Long Term Care Insurance, Analysis, Strategic Financial..., Wealth Management, Small Business, Banking
Education
Auburn University 1981 — 1985
BS in EE, Electrical Engineering
Robert Rice Robert Rice's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Telecommunications
John Roberson's Merrill Lynch Experience January 2012 - December 2012
Job Sales and Management
Industry Supermarkets
Experience
Kroger July 2013 - Present
Merrill Lynch January 2012 - December 2012
Certified Leasing and Sales Specialists June 2010 - May 2011
Kroger January 2006 - June 2010
Skills
Apartments, Leases, Real Estate, Marketing, Property Management, Sales, Event Planning, Leadership, Customer Service, Customer Satisfaction, Management, Community Outreach, Social Networking, Time Management
Education
Auburn University 2005 — 2010
Bachelor of Arts (B.A.), Public Relations
Kroger July 2013 - Present
Merrill Lynch January 2012 - December 2012
Certified Leasing and Sales Specialists June 2010 - May 2011
Kroger January 2006 - June 2010
Skills
Apartments, Leases, Real Estate, Marketing, Property Management, Sales, Event Planning, Leadership, Customer Service, Customer Satisfaction, Management, Community Outreach, Social Networking, Time Management
Education
Auburn University 2005 — 2010
Bachelor of Arts (B.A.), Public Relations
John Routhier's Merrill Lynch Experience April 2015 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Wells Fargo July 2011 - April 2015
Morgan Stanley Smith Barney July 2010 - July 2011
Edward Jones October 2009 - July 2010
Fidelity Investments July 2008 - October 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Investment Strategies, Investments, CRM, 401k, Sales, Networking, Retirement Planning, Series 66, CMFC Designation, Financial Advisory
Education
Assumption College 2004 — 2008
Bachelor's degree
The Winchendon School 2003 — 2004
Malden Catholic High School 1999 — 2003
Merrill Lynch April 2015 - Present
Wells Fargo July 2011 - April 2015
Morgan Stanley Smith Barney July 2010 - July 2011
Edward Jones October 2009 - July 2010
Fidelity Investments July 2008 - October 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Investment Strategies, Investments, CRM, 401k, Sales, Networking, Retirement Planning, Series 66, CMFC Designation, Financial Advisory
Education
Assumption College 2004 — 2008
Bachelor's degree
The Winchendon School 2003 — 2004
Malden Catholic High School 1999 — 2003
Jessica Nunnally Howard Jessica Nunnally Howard's Merrill Lynch Experience May 2009 - May 2012
Job Registered Client Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Merrill Lynch May 2009 - May 2012
Skills
Microsoft Office, Morningstar, Salesforce.com, Financial Analysis, Financial Reporting, Account Management
Education
Auburn University 2005 — 2009
Finance & Economics
Auburn University, College of Business 2005 — 2009
BS, Finance
Morgan Stanley May 2012 - Present
Merrill Lynch May 2009 - May 2012
Skills
Microsoft Office, Morningstar, Salesforce.com, Financial Analysis, Financial Reporting, Account Management
Education
Auburn University 2005 — 2009
Finance & Economics
Auburn University, College of Business 2005 — 2009
BS, Finance
Gip Meadows CFP® Gip Meadows CFP®'s Merrill Lynch Experience January 1995 - February 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2012 - Present
Merrill Lynch January 1995 - February 2012
Skills
Wealth, Retirement, Financial Planners, Wealth Management, Financial Advisory, Wealth Management..., High Net Worth..., Finance
Education
Auburn University 1981 — 1985
Bachelor's degree, Mechanical Engineering
Troy University 1988 — 1989
Master of Business Administration (M.B.A.)
Wells Fargo Advisors, LLC March 2012 - Present
Merrill Lynch January 1995 - February 2012
Skills
Wealth, Retirement, Financial Planners, Wealth Management, Financial Advisory, Wealth Management..., High Net Worth..., Finance
Education
Auburn University 1981 — 1985
Bachelor's degree, Mechanical Engineering
Troy University 1988 — 1989
Master of Business Administration (M.B.A.)
Jill Nieswiadomy Jill Nieswiadomy's Merrill Lynch Experience June 2007 - August 2007
Job Federal Tax Staff at National Oilwell Varco
Industry Accounting
Experience
National Oilwell Varco April 2013 - Present
UHY Advisors February 2011 - April 2013
Merrill Lynch June 2007 - August 2007
L'Academie de Clermont Ferrand October 2005 - April 2006
Skills
Accounting, Tax Preparation, Microsoft Excel, Tax, Microsoft Word, General Ledger, Analysis, QuickBooks, Income Tax, Tax Research, Corporate Tax, CPA
Education
University of Houston-Clear Lake 2009 — 2010
MS, Accounting
Texas A&M University 2007 — 2007
International Affairs
Auburn University 2001 — 2005
BA, French
National Oilwell Varco April 2013 - Present
UHY Advisors February 2011 - April 2013
Merrill Lynch June 2007 - August 2007
L'Academie de Clermont Ferrand October 2005 - April 2006
Skills
Accounting, Tax Preparation, Microsoft Excel, Tax, Microsoft Word, General Ledger, Analysis, QuickBooks, Income Tax, Tax Research, Corporate Tax, CPA
Education
University of Houston-Clear Lake 2009 — 2010
MS, Accounting
Texas A&M University 2007 — 2007
International Affairs
Auburn University 2001 — 2005
BA, French
Jacqueline Applegate Elgart Jacqueline Applegate Elgart's Merrill Lynch Experience 1999 - 2001
Job Patient Access Manager OhioHealth
Industry Hospital & Health Care
Experience
Ohio Health MedCentral Hospitals March 2014 - Present
MedCentral Health System January 2011 - Present
MedCentral Health System October 2001 - January 2011
Merrill Lynch 1999 - 2001
Skills
HIPAA, Revenue Cycle, Customer Service, Hospitals, Healthcare Information..., Physician Revenue..., Patient Access, Physicians, Critical Care, Patient Safety, Healthcare Consulting, Informatics, Emergency Room
Education
Ashland University
Bachelor of Arts (B.A.), Communications
Ohio Health MedCentral Hospitals March 2014 - Present
MedCentral Health System January 2011 - Present
MedCentral Health System October 2001 - January 2011
Merrill Lynch 1999 - 2001
Skills
HIPAA, Revenue Cycle, Customer Service, Hospitals, Healthcare Information..., Physician Revenue..., Patient Access, Physicians, Critical Care, Patient Safety, Healthcare Consulting, Informatics, Emergency Room
Education
Ashland University
Bachelor of Arts (B.A.), Communications
Christopher Otillio, CRPC Christopher Otillio, CRPC's Merrill Lynch Experience July 2007 - February 2009
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2011 - Present
Legal Source March 2009 - October 2010
Merrill Lynch July 2007 - February 2009
Corporate Executive Board September 2006 - May 2007
United States House of Representatives June 2004 - June 2006
United States House of Representatives September 2002 - June 2004
Education
Louisiana State University, Paul M. Hebert Law Center
Juris Doctorate
Auburn University
Bachelor of Science, International Business
Wells Fargo Advisors, LLC January 2011 - Present
Legal Source March 2009 - October 2010
Merrill Lynch July 2007 - February 2009
Corporate Executive Board September 2006 - May 2007
United States House of Representatives June 2004 - June 2006
United States House of Representatives September 2002 - June 2004
Education
Louisiana State University, Paul M. Hebert Law Center
Juris Doctorate
Auburn University
Bachelor of Science, International Business
Streeter Wiatt Streeter Wiatt's Merrill Lynch Experience 2008 - 2008
Job SBTS Student
Industry Religious Institutions
Experience
Southern Baptist Theological Seminary August 2014 - Present
UBS Investment Bank March 2011 - Present
Morgan Stanley April 2010 - February 2011
Duncan-Williams, Inc. June 2009 - September 2009
Merrill Lynch 2008 - 2008
Skills
Commodity, Fixed Income
Education
Auburn University 2004 — 2009
Finance
Southern Baptist Theological Seminary August 2014 - Present
UBS Investment Bank March 2011 - Present
Morgan Stanley April 2010 - February 2011
Duncan-Williams, Inc. June 2009 - September 2009
Merrill Lynch 2008 - 2008
Skills
Commodity, Fixed Income
Education
Auburn University 2004 — 2009
Finance
Quentin Carter, CMFC® Quentin Carter, CMFC®'s Merrill Lynch Experience June 1998 - April 2002
Job Regional Vice President/ External Wholesaler at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2008 - Present
PLANCO/ The Hartford March 2007 - February 2008
UCB Pharma November 2004 - March 2007
PDI February 2004 - November 2004
AmSouth Bank April 2002 - September 2003
Merrill Lynch June 1998 - April 2002
Skills
Retirement Planning, Variable Annuities, Retirement, Wealth Management, Customer Service, Investments, Selling, Marketing, IRAs, Mutual Funds, Presentation, Building Relationships, Wholesaling, Annuities, Financial Planning, Consultative Selling, Public Speaking
Education
Auburn University 1992 — 1996
B.S., Accounting
Nationwide Financial June 2008 - Present
PLANCO/ The Hartford March 2007 - February 2008
UCB Pharma November 2004 - March 2007
PDI February 2004 - November 2004
AmSouth Bank April 2002 - September 2003
Merrill Lynch June 1998 - April 2002
Skills
Retirement Planning, Variable Annuities, Retirement, Wealth Management, Customer Service, Investments, Selling, Marketing, IRAs, Mutual Funds, Presentation, Building Relationships, Wholesaling, Annuities, Financial Planning, Consultative Selling, Public Speaking
Education
Auburn University 1992 — 1996
B.S., Accounting
Jerry Goodson's Merrill Lynch Experience 1986 - 1988
Job Founder & CEO, Advisor Financial Group, Inc. | Helping Pre & Post Retirees With Strategic Wealth Management Solutions
Industry Financial Services
Experience
Advisor Financial Group, Inc. October 1999 - Present
Compass Bank 1988 - 1999
Merrill Lynch 1986 - 1988
American Express 1984 - 1986
Education
University of Alabama 1978 — 1982
Auburn University at Montgomery
MBA, Finance
College for Financial Planning
University of Maryland University College
Bachelor's degree
Advisor Financial Group, Inc. October 1999 - Present
Compass Bank 1988 - 1999
Merrill Lynch 1986 - 1988
American Express 1984 - 1986
Education
University of Alabama 1978 — 1982
Auburn University at Montgomery
MBA, Finance
College for Financial Planning
University of Maryland University College
Bachelor's degree
Jay Isbell, PMP Jay Isbell, PMP's Merrill Lynch Experience 1992 - 1995
Job Project Manager for HP Enterprise Services at CDC
Industry Information Technology and Services
Experience
HP Enterprise Services June 2012 - Present
S2N Solutions, LLC January 2010 - June 2012
Harland Clarke 2005 - 2009
Bank of America 1996 - 2005
Merrill Lynch 1992 - 1995
Skills
Data Center, ITIL, SDLC, PMP, Vendor Management, Project Management, IT Strategy, Requirements Gathering, Resource Management, Requirements Analysis, IT Management, Change Management, Process Improvement, Visio, Business Intelligence, Software Project..., Disaster Recovery, PMO
Education
Auburn University 1987 — 1991
BS, Marketing
HP Enterprise Services June 2012 - Present
S2N Solutions, LLC January 2010 - June 2012
Harland Clarke 2005 - 2009
Bank of America 1996 - 2005
Merrill Lynch 1992 - 1995
Skills
Data Center, ITIL, SDLC, PMP, Vendor Management, Project Management, IT Strategy, Requirements Gathering, Resource Management, Requirements Analysis, IT Management, Change Management, Process Improvement, Visio, Business Intelligence, Software Project..., Disaster Recovery, PMO
Education
Auburn University 1987 — 1991
BS, Marketing
Jorge Delgado III's Merrill Lynch Experience May 2009 - August 2009
Job Regional Director at United States Senate
Industry Government Administration
Experience
United States Senate January 2015 - Present
U.S. House of Representatives February 2013 - December 2014
State Representative Navarro August 2012 - December 2012
Wright McLeod for Congress July 2012 - August 2012
U.S. House of Representatives February 2012 - May 2012
Merrill Lynch May 2009 - August 2009
Skills
Event Management, Budgets, Grassroots Organizing, Management, Time Management, Sales Operations, Financial Analysis, Political Campaigns, Legislative Relations, Legislation, Nonprofits, Political Consulting, Social Media, Politics, Public Policy, Grassroots
Education
Auburn University
International Business, Finance & Spanish
United States Senate January 2015 - Present
U.S. House of Representatives February 2013 - December 2014
State Representative Navarro August 2012 - December 2012
Wright McLeod for Congress July 2012 - August 2012
U.S. House of Representatives February 2012 - May 2012
Merrill Lynch May 2009 - August 2009
Skills
Event Management, Budgets, Grassroots Organizing, Management, Time Management, Sales Operations, Financial Analysis, Political Campaigns, Legislative Relations, Legislation, Nonprofits, Political Consulting, Social Media, Politics, Public Policy, Grassroots
Education
Auburn University
International Business, Finance & Spanish
Brent Martina Brent Martina's Merrill Lynch Experience February 2011 - February 2012
Job Project Manager at Capital Program Management (CPM)
Industry Construction
Experience
Capital Program Management, LLC February 2012 - Present
Merrill Lynch February 2011 - February 2012
Tusco Perimeter Security June 2009 - February 2011
Golden & Associates Construction August 2008 - March 2009
Golden & Associates Construction May 2008 - June 2008
Coldwell Banker Real Estate May 2005 - August 2005
Martina Construction May 2003 - August 2003
Skills
Construction, Project Estimation, Real Estate, Contract Negotiation, Financial Analysis, Sales, Investment Properties, Real Estate Development, Strategic Planning, Negotiation, New Business Development, Marketing Strategy, Construction Management, Management, Project Management, Pre-construction
Education
Auburn University 2007 — 2008
Building Science, Structures, Estimating, Scheduling, Project Management
Birmingham-Southern College 2003 — 2007
Business Administration, Business, Finance, Economics
Capital Program Management, LLC February 2012 - Present
Merrill Lynch February 2011 - February 2012
Tusco Perimeter Security June 2009 - February 2011
Golden & Associates Construction August 2008 - March 2009
Golden & Associates Construction May 2008 - June 2008
Coldwell Banker Real Estate May 2005 - August 2005
Martina Construction May 2003 - August 2003
Skills
Construction, Project Estimation, Real Estate, Contract Negotiation, Financial Analysis, Sales, Investment Properties, Real Estate Development, Strategic Planning, Negotiation, New Business Development, Marketing Strategy, Construction Management, Management, Project Management, Pre-construction
Education
Auburn University 2007 — 2008
Building Science, Structures, Estimating, Scheduling, Project Management
Birmingham-Southern College 2003 — 2007
Business Administration, Business, Finance, Economics
Rick Haight Rick Haight's Merrill Lynch Experience September 1989 - September 1997
Job IT Oracle Technical Manager at Pace
Industry Information Technology and Services
Experience
Pace October 2012 - Present
NCCI Holdings, Inc December 2009 - July 2012
NCCI Holdings, Inc February 2006 - December 2009
NCCI Holdings, Inc January 2000 - February 2006
NCCI Holdings, Inc September 1997 - January 2000
Merck-Medco Managed Care, LLP January 1996 - September 1997
Merrill Lynch September 1989 - September 1997
Skills
Oracle eBusiness Suite..., Vertex O-Series, Nascent Tax-links, Informatica Data Archive, Sungard Avantgard..., Tenrox Time Reporting, Windows/Intel, UNIX/LINUX, Mainframe, Oracle, MS SQL Server, MS Office 2010 (Word,..., MS Project, MS SharePoint, MS Exchange, SQLPlus, IBM AppScan, Citrix Access Gateway, Citrix, Integration, Microsoft SQL Server, Databases, Visio, Unix, SharePoint
Education
Auburn University 1984 — 1989
Bachelor of Science (BS), Finance
Pace October 2012 - Present
NCCI Holdings, Inc December 2009 - July 2012
NCCI Holdings, Inc February 2006 - December 2009
NCCI Holdings, Inc January 2000 - February 2006
NCCI Holdings, Inc September 1997 - January 2000
Merck-Medco Managed Care, LLP January 1996 - September 1997
Merrill Lynch September 1989 - September 1997
Skills
Oracle eBusiness Suite..., Vertex O-Series, Nascent Tax-links, Informatica Data Archive, Sungard Avantgard..., Tenrox Time Reporting, Windows/Intel, UNIX/LINUX, Mainframe, Oracle, MS SQL Server, MS Office 2010 (Word,..., MS Project, MS SharePoint, MS Exchange, SQLPlus, IBM AppScan, Citrix Access Gateway, Citrix, Integration, Microsoft SQL Server, Databases, Visio, Unix, SharePoint
Education
Auburn University 1984 — 1989
Bachelor of Science (BS), Finance
Kris Passons Kris Passons's Merrill Lynch Experience September 2004 - March 2007
Job President at Pro Wealth Advisors, LLC
Industry Financial Services
Experience
Pro Wealth Advisors, LLC January 2010 - Present
Next Financial June 2008 - December 2009
Wachovia Securities March 2007 - June 2008
Merrill Lynch September 2004 - March 2007
Broad Street Machine Co., Inc September 1999 - September 2004
Skills
Finance, Investments, Business Planning, Wealth Management, Asset Management, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, Customer Service, Equities, Financial Analysis, Financial Planning, Insurance, Mutual Funds, Retirement Planning, Risk Management, Series 63, Series 7
Education
Auburn University 1995 — 1999
Pro Wealth Advisors, LLC January 2010 - Present
Next Financial June 2008 - December 2009
Wachovia Securities March 2007 - June 2008
Merrill Lynch September 2004 - March 2007
Broad Street Machine Co., Inc September 1999 - September 2004
Skills
Finance, Investments, Business Planning, Wealth Management, Asset Management, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, Customer Service, Equities, Financial Analysis, Financial Planning, Insurance, Mutual Funds, Retirement Planning, Risk Management, Series 63, Series 7
Education
Auburn University 1995 — 1999
Gerry Holmes Gerry Holmes's Merrill Lynch Experience March 1993 - August 2004
Job Senior Finance Executive / who drives strategy through numbers/ expertise in accounting and reporting
Industry Capital Markets
Experience
Deutsche Bank A.G January 2014 - Present
Royal Bank of Scotland May 2010 - November 2013
CIT Group January 2010 - May 2010
Barclays Capital August 2004 - November 2009
Merrill Lynch March 1993 - August 2004
Skills
Financial Audits, Capital Markets, Sarbanes-Oxley Act, Finance, Auditing, Business Planning, Succession Planning, Project Delivery, Financial Regulation, Regulatory Submissions, Statutory Compliances, Competitive Analysis, Compliance, DOT Compliance, Analytics, Trend Analysis, Employee Training, Treasury Support, Investment Banking, Infrastructure, Process Improvement, Process Control, SOX Compliancy, Financial Reporting, Financial Analysis, Team Leadership, Product Control, Business Analysis, Cost Control, Financial Controlling, Regulatory Compliance, Bank Examinations, System Process..., Operating Systems, Derivatives, Equities, Financial Accounting, Financial Risk, Financial Services, Risk Management, Fixed Income
Education
Seton Hall University 1993 — 1994
Finance, General (MBA & CPA prep courses)
Athlone Institute of Technology
Post Graduate Diploma, Financial Control
Dublin City University
Bachelor of Science (BS) -Hons, Accounting & Finance
Deutsche Bank A.G January 2014 - Present
Royal Bank of Scotland May 2010 - November 2013
CIT Group January 2010 - May 2010
Barclays Capital August 2004 - November 2009
Merrill Lynch March 1993 - August 2004
Skills
Financial Audits, Capital Markets, Sarbanes-Oxley Act, Finance, Auditing, Business Planning, Succession Planning, Project Delivery, Financial Regulation, Regulatory Submissions, Statutory Compliances, Competitive Analysis, Compliance, DOT Compliance, Analytics, Trend Analysis, Employee Training, Treasury Support, Investment Banking, Infrastructure, Process Improvement, Process Control, SOX Compliancy, Financial Reporting, Financial Analysis, Team Leadership, Product Control, Business Analysis, Cost Control, Financial Controlling, Regulatory Compliance, Bank Examinations, System Process..., Operating Systems, Derivatives, Equities, Financial Accounting, Financial Risk, Financial Services, Risk Management, Fixed Income
Education
Seton Hall University 1993 — 1994
Finance, General (MBA & CPA prep courses)
Athlone Institute of Technology
Post Graduate Diploma, Financial Control
Dublin City University
Bachelor of Science (BS) -Hons, Accounting & Finance
Jeremy Moore Jeremy Moore's Merrill Lynch Experience December 1999 - July 2001
Job Seasoned Banker, Board Member, and Management Innovator
Industry Banking
Experience
Bank of the West September 2014 - Present
ECCU August 2012 - September 2014
ECCU January 2006 - August 2012
First Tennessee Bank January 2005 - January 2006
Regions Bank July 2001 - January 2005
Merrill Lynch December 1999 - July 2001
Skills
Banking, Strategy, Credit, Finance, Leadership, Strategic Planning, Portfolio Management, Sales, Management, Team Building, Commercial Lending, Executive Management, Asset Managment, Investments, Commercial Banking, Analysis, Financial Services, Relationship Management, Loss Mitigation, Asset Management, Mortgage Lending, Real Estate, Business Planning, Business Development, Cash Management, Financial Analysis, Nonprofits, CRM, Mergers & Acquisitions, Sales Management, Small Business, Loan Origination, Credit Analysis, Budgets, Training, Coaching, Leadership Development, Management Consulting, Start-ups, Business Strategy, Strategic Financial..., New Business Development, Negotiation, Entrepreneurship, Small Business Lending, Treasury Management, Asset Based Lending, Credit Unions
Education
Stanford University Graduate School of Business
Executive Program in Social Entrepreneurship
Northwestern University - Kellogg School of Management 2011 — 2011
Strategic Leadership
Auburn University 2003 — 2005
MBA (Incomplete), Finance and Marketing
Lee University 1996 — 2000
BA, History, Business, Theology
Bank of the West September 2014 - Present
ECCU August 2012 - September 2014
ECCU January 2006 - August 2012
First Tennessee Bank January 2005 - January 2006
Regions Bank July 2001 - January 2005
Merrill Lynch December 1999 - July 2001
Skills
Banking, Strategy, Credit, Finance, Leadership, Strategic Planning, Portfolio Management, Sales, Management, Team Building, Commercial Lending, Executive Management, Asset Managment, Investments, Commercial Banking, Analysis, Financial Services, Relationship Management, Loss Mitigation, Asset Management, Mortgage Lending, Real Estate, Business Planning, Business Development, Cash Management, Financial Analysis, Nonprofits, CRM, Mergers & Acquisitions, Sales Management, Small Business, Loan Origination, Credit Analysis, Budgets, Training, Coaching, Leadership Development, Management Consulting, Start-ups, Business Strategy, Strategic Financial..., New Business Development, Negotiation, Entrepreneurship, Small Business Lending, Treasury Management, Asset Based Lending, Credit Unions
Education
Stanford University Graduate School of Business
Executive Program in Social Entrepreneurship
Northwestern University - Kellogg School of Management 2011 — 2011
Strategic Leadership
Auburn University 2003 — 2005
MBA (Incomplete), Finance and Marketing
Lee University 1996 — 2000
BA, History, Business, Theology
Lana Latella Lana Latella's Merrill Lynch Experience 2002 - 2002
Job Vice President, Market Development Manager at Cape Bank
Industry Banking
Experience
Cape Bank 2010 - Present
Wachovia Securities Financial a Wells Fargo Company 2003 - 2010
Merrill Lynch 2002 - 2002
Manatee County Tax Collector 1987 - 1996
Skills
Small Business Lending, Consumer Lending, Financial Planning, Financial Analysis, Business Analysis, Business Strategy, Business Planning, Business Management, Retirement Planning, Financial Accounting, Community Relations, Banking Relationships, FINRA Series 6, Series 63, Insurance Planning, Team Management, Mortgage Lending, Financial Planners, Commercial Lending, Management, Banking, Credit Analysis, Contract Negotiation, Contract Management, Strategic Partnerships, Government Proposals, Government Banking, Strategic Alliances, Product Strategies, Marketing Strategy, Sales & Marketing..., Government Contract..., Partnership Marketing, Generating Revenue, Revenue & Profit Growth, Market Evaluations, Sales Management, Increased Profitability, Sales Presentations, Sales Motivation, Employee Training, Strategic Planning, Customer Acquisition, Customer Retention, Coaching, Business Development, Team Leadership, Key Account Management, Senior Management..., Third Party...
Education
Stockton University 2001 — 2003
Bachelor’s Degree, Finance, Investments, Financial Management, Summa Cum Laude
Atlantic Cape Community College
Associate’s Degree, Business Administration and Accounting, Presidents List
Florida State University
CFCA - Tax Collectors Certification
University of Pennsylvania - The Wharton School
Masters Business Administration Studies
Cape Bank 2010 - Present
Wachovia Securities Financial a Wells Fargo Company 2003 - 2010
Merrill Lynch 2002 - 2002
Manatee County Tax Collector 1987 - 1996
Skills
Small Business Lending, Consumer Lending, Financial Planning, Financial Analysis, Business Analysis, Business Strategy, Business Planning, Business Management, Retirement Planning, Financial Accounting, Community Relations, Banking Relationships, FINRA Series 6, Series 63, Insurance Planning, Team Management, Mortgage Lending, Financial Planners, Commercial Lending, Management, Banking, Credit Analysis, Contract Negotiation, Contract Management, Strategic Partnerships, Government Proposals, Government Banking, Strategic Alliances, Product Strategies, Marketing Strategy, Sales & Marketing..., Government Contract..., Partnership Marketing, Generating Revenue, Revenue & Profit Growth, Market Evaluations, Sales Management, Increased Profitability, Sales Presentations, Sales Motivation, Employee Training, Strategic Planning, Customer Acquisition, Customer Retention, Coaching, Business Development, Team Leadership, Key Account Management, Senior Management..., Third Party...
Education
Stockton University 2001 — 2003
Bachelor’s Degree, Finance, Investments, Financial Management, Summa Cum Laude
Atlantic Cape Community College
Associate’s Degree, Business Administration and Accounting, Presidents List
Florida State University
CFCA - Tax Collectors Certification
University of Pennsylvania - The Wharton School
Masters Business Administration Studies
Bruce Daniels's Merrill Lynch Experience 2005 - 2006
Job CoFounder West 4th Capital
Industry Investment Management
Experience
West 4th Capital Ltda January 2008 - Present
Capital Atlantico 2006 - 2007
Merrill Lynch 2005 - 2006
Bear Stearns 2004 - 2005
Arthur Andersen Business Consulting May 1999 - May 2002
US Army March 1993 - March 2001
Skills
Investment Banking, Asset Management, Investments, Real Estate Development, Origination, Private Equity, Emerging Markets, Valuation, Asset Managment, Real Estate, Finance, Structured Finance, Banking, Loan Origination, Investment Advisory, Portfolio Management, Investment Management, Capital Markets, Financial Structuring, Commercial Real Estate, Financial Modeling, Due Diligence, Mergers & Acquisitions, Corporate Finance, Negotiation, Project Finance, Due diligence
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Georgia - Terry College of Business 1996 — 1999
Bachelor's Degree
Auburn University 1994 — 1996
West 4th Capital Ltda January 2008 - Present
Capital Atlantico 2006 - 2007
Merrill Lynch 2005 - 2006
Bear Stearns 2004 - 2005
Arthur Andersen Business Consulting May 1999 - May 2002
US Army March 1993 - March 2001
Skills
Investment Banking, Asset Management, Investments, Real Estate Development, Origination, Private Equity, Emerging Markets, Valuation, Asset Managment, Real Estate, Finance, Structured Finance, Banking, Loan Origination, Investment Advisory, Portfolio Management, Investment Management, Capital Markets, Financial Structuring, Commercial Real Estate, Financial Modeling, Due Diligence, Mergers & Acquisitions, Corporate Finance, Negotiation, Project Finance, Due diligence
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Georgia - Terry College of Business 1996 — 1999
Bachelor's Degree
Auburn University 1994 — 1996
Carlo Duran MBA., MAS., Doctoral Candidate Carlo Duran MBA., MAS., Doctoral Candidate's Merrill Lynch Experience November 2007 - January 2010
Job Allstate Personal Financial Representative/ITT Tech Business Subject Matter Expert
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2015 - Present
ITT Technical Institute June 2015 - Present
FirstMerit Bank/The Investment Center at FirstMerit Bank September 2012 - February 2015
Huntington National Bank February 2010 - September 2012
Merrill Lynch November 2007 - January 2010
United States Air Force June 2003 - July 2007
Education
University of Phoenix 2012 — 2015
Doctor of Business Administration, Business Administration and Management, General, 3.89
Ashland University 2010 — 2012
Master's degree, Business Administration and Management, General
University of California, Irvine 2004 — 2007
Master's degree, Criminology
Allstate Financial Services, LLC July 2015 - Present
ITT Technical Institute June 2015 - Present
FirstMerit Bank/The Investment Center at FirstMerit Bank September 2012 - February 2015
Huntington National Bank February 2010 - September 2012
Merrill Lynch November 2007 - January 2010
United States Air Force June 2003 - July 2007
Education
University of Phoenix 2012 — 2015
Doctor of Business Administration, Business Administration and Management, General, 3.89
Ashland University 2010 — 2012
Master's degree, Business Administration and Management, General
University of California, Irvine 2004 — 2007
Master's degree, Criminology
Jerome Strong's Merrill Lynch Experience January 2008 - December 2008
Job President & CEO
Industry Writing and Editing
Experience
Academe Publishing & Co. January 2009 - Present
National Association of Securities Professionals SanFrancisco January 2007 - January 2009
Merrill Lynch January 2008 - December 2008
Morgan Stanley January 2007 - December 2007
M.L. Stern & Co. LLC January 2006 - December 2006
New Haven Public Schools June 2002 - June 2005
Skills
Investments, Public Speaking, Fundraising, Non-profits, Strategic Planning, Teaching, Publishing
Education
Yale University 2001 — 2004
M. Div., Religion & Ethics
Auburn University 1996 — 1998
B.Sc., Microbiology
Academe Publishing & Co. January 2009 - Present
National Association of Securities Professionals SanFrancisco January 2007 - January 2009
Merrill Lynch January 2008 - December 2008
Morgan Stanley January 2007 - December 2007
M.L. Stern & Co. LLC January 2006 - December 2006
New Haven Public Schools June 2002 - June 2005
Skills
Investments, Public Speaking, Fundraising, Non-profits, Strategic Planning, Teaching, Publishing
Education
Yale University 2001 — 2004
M. Div., Religion & Ethics
Auburn University 1996 — 1998
B.Sc., Microbiology
Mylene Garcia's Merrill Lynch Experience 1993 - 2003
Job Technical Specialist at Citigroup
Industry Financial Services
Experience
Citigroup October 2004 - Present
Merrill Lynch 1993 - 2003
Education
Ateneo de Manila University 1979 — 1983
Bachelor of Science (B.S.), Engineering/Industrial Management
Citigroup October 2004 - Present
Merrill Lynch 1993 - 2003
Education
Ateneo de Manila University 1979 — 1983
Bachelor of Science (B.S.), Engineering/Industrial Management
Jagdish Dhobley's Merrill Lynch Experience June 2005 - April 2006
Job Senior Director, Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics April 2006 - Present
Merrill Lynch June 2005 - April 2006
TACT April 2000 - June 2005
International Software Solutions February 1998 - March 2000
Skills
IT Strategy, Agile Methodologies, Architecture, Business Alignment, SDLC, Program Management, Enterprise Architecture, Software Project..., Vendor Management, Business Analysis, Project Management, PMP, Enterprise Software, Business Process
Education
Columbia University in the City of New York 2006 — 2008
MS, Technology Management
University of Mumbai 1989 — 1994
BS Electronics, Electronics, Computer Science
Atomic Energy Junior College 1987 — 1989
Electronics
Atomic Energy Central School 1977 — 1987
Moody's Analytics April 2006 - Present
Merrill Lynch June 2005 - April 2006
TACT April 2000 - June 2005
International Software Solutions February 1998 - March 2000
Skills
IT Strategy, Agile Methodologies, Architecture, Business Alignment, SDLC, Program Management, Enterprise Architecture, Software Project..., Vendor Management, Business Analysis, Project Management, PMP, Enterprise Software, Business Process
Education
Columbia University in the City of New York 2006 — 2008
MS, Technology Management
University of Mumbai 1989 — 1994
BS Electronics, Electronics, Computer Science
Atomic Energy Junior College 1987 — 1989
Electronics
Atomic Energy Central School 1977 — 1987
Chip Coker's Merrill Lynch Experience 1995 - 2000
Job Used Industrial Machinery specializing in Textile weaving and spinning fields
Industry Textiles
Experience
Coker & Associates of SC, LLC March 2008 - Present
Coker International, LLC 2001 - 2008
Merrill Lynch 1995 - 2000
Education
Auburn University 1989 — 1993
Coker & Associates of SC, LLC March 2008 - Present
Coker International, LLC 2001 - 2008
Merrill Lynch 1995 - 2000
Education
Auburn University 1989 — 1993
Greg Beliles's Merrill Lynch Experience May 2008 - May 2010
Job Administrative Fellow at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic Registered NurseThomas HospitalMay 2012 - August 2013
Merrill Lynch May 2008 - May 2010
Sapphire Technologies May 2007 - May 2008
JPMorgan Chase June 2006 - August 2006
Skills
Nursing, Management, Wealth Management, Talent Acquisition, Sales, Microsoft Excel, Leadership, Cold Calling, Customer Service, Internet Recruiting, Sourcing, Contract Recruitment, Consulting, Building Relationships, Talent Management, Recruiting, Technical Recruiting, Risk Management, Investments
Education
University of Alabama at Birmingham 2013 — 2016
Master's Degree, Health/Health Care Administration/Management
University of Alabama at Birmingham 2013 — 2015
Master of Business Administration (M.B.A.)
University of South Alabama 2011 — 2011
Bachelor of Science (B.S.), Nursing
Auburn University 2002 — 2006
Bachelor of Science, Biomedical Sciences and Business Administration
Mayo Clinic Registered NurseThomas HospitalMay 2012 - August 2013
Merrill Lynch May 2008 - May 2010
Sapphire Technologies May 2007 - May 2008
JPMorgan Chase June 2006 - August 2006
Skills
Nursing, Management, Wealth Management, Talent Acquisition, Sales, Microsoft Excel, Leadership, Cold Calling, Customer Service, Internet Recruiting, Sourcing, Contract Recruitment, Consulting, Building Relationships, Talent Management, Recruiting, Technical Recruiting, Risk Management, Investments
Education
University of Alabama at Birmingham 2013 — 2016
Master's Degree, Health/Health Care Administration/Management
University of Alabama at Birmingham 2013 — 2015
Master of Business Administration (M.B.A.)
University of South Alabama 2011 — 2011
Bachelor of Science (B.S.), Nursing
Auburn University 2002 — 2006
Bachelor of Science, Biomedical Sciences and Business Administration
Lacey (Gallagher) Plunkett's Merrill Lynch Experience July 2003 - September 2005
Job The HYM Investment Group, LLC
Industry Commercial Real Estate
Experience
The HYM Investment Group, LLC April 2013 - Present
Boston Properties December 2008 - April 2013
Northland Investment Corporation September 2005 - December 2008
Merrill Lynch July 2003 - September 2005
Skills
Real Estate, Property Management, Asset Managment, Commercial Real Estate, Real Estate Economics, Contract Negotiation, Financial Analysis, Investment Properties, Investments, Due Diligence, Customer Service, Disposition, Negotiation, Budgets, Microsoft Excel, Corporate Real Estate, Real Estate Transactions, Leases, Residential Homes, Lease Negotiations, Real Estate Development, Asset Management, Lease Administration, Construction
Education
Assumption College 1998 — 2002
BS, Media Communications
The HYM Investment Group, LLC April 2013 - Present
Boston Properties December 2008 - April 2013
Northland Investment Corporation September 2005 - December 2008
Merrill Lynch July 2003 - September 2005
Skills
Real Estate, Property Management, Asset Managment, Commercial Real Estate, Real Estate Economics, Contract Negotiation, Financial Analysis, Investment Properties, Investments, Due Diligence, Customer Service, Disposition, Negotiation, Budgets, Microsoft Excel, Corporate Real Estate, Real Estate Transactions, Leases, Residential Homes, Lease Negotiations, Real Estate Development, Asset Management, Lease Administration, Construction
Education
Assumption College 1998 — 2002
BS, Media Communications
Michael J. Carey's Merrill Lynch Experience October 1976 - March 2002
Job Business Broker/Adviser facilitating the sale or purchase of a ongoing business.
Industry Financial Services
Experience
Cogent Equity Partners March 2009 - Present
Swift Capital Group October 2009 - December 2011
Tree Your World, Inc September 2009 - June 2010
Ashford Investment Advisors October 2008 - September 2009
Merrill Lynch October 1976 - March 2002
Education
Ashland University 1969 — 1973
Cogent Equity Partners March 2009 - Present
Swift Capital Group October 2009 - December 2011
Tree Your World, Inc September 2009 - June 2010
Ashford Investment Advisors October 2008 - September 2009
Merrill Lynch October 1976 - March 2002
Education
Ashland University 1969 — 1973
Rosemarie Yosma Sarigumba's Merrill Lynch Experience April 2006 - July 2009
Job Systems Analyst at Princeton University
Industry Information Technology and Services
Experience
Princeton University March 2013 - Present
Snap MyLife, Inc. November 2011 - February 2013
SmrtGuard October 2010 - November 2011
SCS Solutions Inc April 2006 - October 2011
Merrill Lynch April 2006 - July 2009
Merrill Lynch November 1999 - March 2006
Merrill Lynch January 1997 - September 1999
Sequel Concepts 1995 - 1999
Software Ventures International May 1992 - December 1994
Skills
Java, ASP.Net, BlackBerry Development, Android Development, jQuery, JavaScript, ASP.NET, HTML 5, PHP, CSS, Web Development, Blackberry, Mobile Devices, AJAX, .NET, MySQL, HTML, Android, JSON, Mobile Applications, C#, Web Applications, XML, Agile Methodologies, Object Oriented Design, Web Services, Java Enterprise Edition, Design Patterns, Git, OOP, WCF, SOA, SQL, Software Development, Software Engineering, UML, Software Design, Programming, Agile Project Management, Perl, Shell Scripting
Education
Ateneo de Manila University 1988 — 1992
BS Legal Management
Princeton University March 2013 - Present
Snap MyLife, Inc. November 2011 - February 2013
SmrtGuard October 2010 - November 2011
SCS Solutions Inc April 2006 - October 2011
Merrill Lynch April 2006 - July 2009
Merrill Lynch November 1999 - March 2006
Merrill Lynch January 1997 - September 1999
Sequel Concepts 1995 - 1999
Software Ventures International May 1992 - December 1994
Skills
Java, ASP.Net, BlackBerry Development, Android Development, jQuery, JavaScript, ASP.NET, HTML 5, PHP, CSS, Web Development, Blackberry, Mobile Devices, AJAX, .NET, MySQL, HTML, Android, JSON, Mobile Applications, C#, Web Applications, XML, Agile Methodologies, Object Oriented Design, Web Services, Java Enterprise Edition, Design Patterns, Git, OOP, WCF, SOA, SQL, Software Development, Software Engineering, UML, Software Design, Programming, Agile Project Management, Perl, Shell Scripting
Education
Ateneo de Manila University 1988 — 1992
BS Legal Management
Chris Hodgens's Merrill Lynch Experience October 2005 - June 2006
Job Owner/President
Industry Computer Software
Experience
The App Dev Shop September 2011 - Present
Yodle, Inc. December 2007 - September 2011
PNC June 2006 - December 2007
Merrill Lynch October 2005 - June 2006
Morgan Stanley February 2004 - October 2005
Alltel Supply 1996 - 2004
Hormel Foods Tucker, GA 1994 - 1996
Skills
Online Advertising, Marketing, PPC, Mobile Marketing, Mobile Devices, Management, Sales Management, Online Marketing, Customer Retention, Salesforce.com, Mobile Applications, Google Adwords, Selling, Sales Operations, Web Marketing, SEO, HTML, Website Development, Java, Dreamweaver, Photoshop, Adobe Fireworks, Xcode
Education
Atlantic Cape Community College 2014 — 2015
Java, 4.0
Auburn University, College of Business 1990 — 1994
Bachelor of Science, Operations Management
W.A. Berry High School 1985 — 1989
Diploma, Advanced Academic
The App Dev Shop September 2011 - Present
Yodle, Inc. December 2007 - September 2011
PNC June 2006 - December 2007
Merrill Lynch October 2005 - June 2006
Morgan Stanley February 2004 - October 2005
Alltel Supply 1996 - 2004
Hormel Foods Tucker, GA 1994 - 1996
Skills
Online Advertising, Marketing, PPC, Mobile Marketing, Mobile Devices, Management, Sales Management, Online Marketing, Customer Retention, Salesforce.com, Mobile Applications, Google Adwords, Selling, Sales Operations, Web Marketing, SEO, HTML, Website Development, Java, Dreamweaver, Photoshop, Adobe Fireworks, Xcode
Education
Atlantic Cape Community College 2014 — 2015
Java, 4.0
Auburn University, College of Business 1990 — 1994
Bachelor of Science, Operations Management
W.A. Berry High School 1985 — 1989
Diploma, Advanced Academic
Cleav Peavy's Merrill Lynch Experience September 2006 - Present
Job Senior Vice President, Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Retirement, Alternative Investments, Investment Advisory, Asset Management, Portfolio Management, Equities, 401k, Strategic Financial..., Risk Management, Financial Modeling, Strategic Planning, Series 6, Private Equity
Education
Auburn University 1986 — 1990
Merrill Lynch September 2006 - Present
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Retirement, Alternative Investments, Investment Advisory, Asset Management, Portfolio Management, Equities, 401k, Strategic Financial..., Risk Management, Financial Modeling, Strategic Planning, Series 6, Private Equity
Education
Auburn University 1986 — 1990
Michelle LeBrun's Merrill Lynch Experience 2000 - 2001
Job Project Manager/ Payroll Manager at Catholic Medical Center
Industry Financial Services
Experience
Catholic Medical Center July 2013 - Present
Fidelity Investments 2006 - July 2013
Fidelity Investments 2005 - 2006
Fidelity Investments January 2004 - 2005
ADP 2001 - 2004
Merrill Lynch 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Process Improvement, Account Reconciliation, Internal Controls, Accounting, Business Analysis, Access, Financial Services, Business Process, General Ledger, Vendor Management, Finance, Payroll
Education
Assumption College 1995 — 1999
BA, Economics with Business Concentration
Catholic Medical Center July 2013 - Present
Fidelity Investments 2006 - July 2013
Fidelity Investments 2005 - 2006
Fidelity Investments January 2004 - 2005
ADP 2001 - 2004
Merrill Lynch 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Process Improvement, Account Reconciliation, Internal Controls, Accounting, Business Analysis, Access, Financial Services, Business Process, General Ledger, Vendor Management, Finance, Payroll
Education
Assumption College 1995 — 1999
BA, Economics with Business Concentration
Jason Lieberman's Merrill Lynch Experience July 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Education
Ashland University 1995 — 2000
BA/BS, Marketing/Sport Communication
Merrill Lynch July 2007 - Present
Education
Ashland University 1995 — 2000
BA/BS, Marketing/Sport Communication
Bill Borowski's Merrill Lynch Experience January 2008 - January 2011
Job SVP Bank of America Consumer Deposits
Industry Financial Services
Experience
Bank of America January 2011 - Present
Merrill Lynch January 2008 - January 2011
Fidelity Investments 2004 - 2008
Skills
Alternative Investments, Series 63, Wealth Management, Mutual Funds, Retirement, Series 7, Investments, Financial Modeling, Banking, Investment Banking, ETFs
Education
Nichols College
Master of Business Administration (M.B.A.)
Assumption College 1992 — 1995
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Bank of America January 2011 - Present
Merrill Lynch January 2008 - January 2011
Fidelity Investments 2004 - 2008
Skills
Alternative Investments, Series 63, Wealth Management, Mutual Funds, Retirement, Series 7, Investments, Financial Modeling, Banking, Investment Banking, ETFs
Education
Nichols College
Master of Business Administration (M.B.A.)
Assumption College 1992 — 1995
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Darby Duncan's Merrill Lynch Experience March 2009 - Present
Job Wealth Management Banking Resident Manager Tampa Complex at Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2009 - Present
Bank of America October 2005 - March 2009
Bank of America June 1997 - October 2005
Skills
Series 6, Series 7, Series 24, Series 63, Leadership, Wealth Management, Credit Analysis, Risk Management, Private Banking, Financial Analysis, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Management, Estate Planning, Retirement
Education
Auburn University 1995 — 1997
Bachelor of Science in Finance, Finance, General
University of Florida 1991 — 1995
Merrill Lynch March 2009 - Present
Bank of America October 2005 - March 2009
Bank of America June 1997 - October 2005
Skills
Series 6, Series 7, Series 24, Series 63, Leadership, Wealth Management, Credit Analysis, Risk Management, Private Banking, Financial Analysis, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Management, Estate Planning, Retirement
Education
Auburn University 1995 — 1997
Bachelor of Science in Finance, Finance, General
University of Florida 1991 — 1995
TF Jenkins's Merrill Lynch Experience 2007 - Present
Job First Vice President, Wealth Management Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Big Fish Yoga 2011 - December 2013
Buchanan General Contracting Co. 2001 - 2007
Doster Construction Company May 1998 - February 2001
Burr & Forman LLP August 1996 - May 1998
Education
Samford University, Cumberland School of Law 1993 — 1996
JD, Law
Auburn University 1988 — 1993
BS, Building Science Construction
Merrill Lynch 2007 - Present
Big Fish Yoga 2011 - December 2013
Buchanan General Contracting Co. 2001 - 2007
Doster Construction Company May 1998 - February 2001
Burr & Forman LLP August 1996 - May 1998
Education
Samford University, Cumberland School of Law 1993 — 1996
JD, Law
Auburn University 1988 — 1993
BS, Building Science Construction
Amanda Raney's Merrill Lynch Experience May 2011 - February 2013
Job VP; Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch May 2011 - February 2013
LEAD for Women Virtual Chapter May 2011 - May 2012
Bank of America July 2010 - January 2012
Envision 20/20 "Recruitable Communities" Initiative June 2010 - June 2011
Bank of America February 2010 - June 2011
River Region United Way June 2009 - June 2011
Merrill Lynch Global Wealth Management August 2006 - May 2011
River Region Health Information Exchange Initiative January 2010 - December 2010
Skills
Program Management, Performance Management, Leadership Development, Fundraising, Strategy, Customer Experience, Leadership, Business Planning, Sales Management
Education
Auburn University at Montgomery 2008 — 2013
MBA
Jacksonville University 2005 — 2006
BBA
Huntingdon College 2001 — 2003
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch May 2011 - February 2013
LEAD for Women Virtual Chapter May 2011 - May 2012
Bank of America July 2010 - January 2012
Envision 20/20 "Recruitable Communities" Initiative June 2010 - June 2011
Bank of America February 2010 - June 2011
River Region United Way June 2009 - June 2011
Merrill Lynch Global Wealth Management August 2006 - May 2011
River Region Health Information Exchange Initiative January 2010 - December 2010
Skills
Program Management, Performance Management, Leadership Development, Fundraising, Strategy, Customer Experience, Leadership, Business Planning, Sales Management
Education
Auburn University at Montgomery 2008 — 2013
MBA
Jacksonville University 2005 — 2006
BBA
Huntingdon College 2001 — 2003
Jacinto Fernandes's Merrill Lynch Experience 2008 - 2008
Job VP at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2010 - Present
Verizon November 2008 - August 2010
Merrill Lynch 2008 - 2008
Metlife 2006 - 2008
Verizon Wireless 2000 - 2005
Skills
Database Administration, Oracle, Disaster Recovery, Enterprise Architecture, Oracle RAC, PeopleSoft, Data Warehousing, Performance Tuning, RMAN, PL/SQL, Unix, Requirements Analysis, Shell Scripting, SDLC
Education
Aspen University
MSIS, Information System
Bank of America Merrill Lynch August 2010 - Present
Verizon November 2008 - August 2010
Merrill Lynch 2008 - 2008
Metlife 2006 - 2008
Verizon Wireless 2000 - 2005
Skills
Database Administration, Oracle, Disaster Recovery, Enterprise Architecture, Oracle RAC, PeopleSoft, Data Warehousing, Performance Tuning, RMAN, PL/SQL, Unix, Requirements Analysis, Shell Scripting, SDLC
Education
Aspen University
MSIS, Information System
Mary Wynne Estes's Merrill Lynch Experience March 2011 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Skills
Series 7, Wealth Management
Education
Auburn University 1979 — 1983
Merrill Lynch March 2011 - Present
Skills
Series 7, Wealth Management
Education
Auburn University 1979 — 1983
Brett S. Chipser's Merrill Lynch Experience July 2004 - November 2013
Job Managing Principal at Chipser Wealth Management
Industry Investment Management
Experience
Chipser Wealth Management, LLC November 2013 - Present
Merrill Lynch July 2004 - November 2013
Brett S. Chipser, Atty at Law, LLC August 1998 - December 2004
Skills
Strategic Planning, Financial Advisory, Tax-Efficient Strategies, Wealth-preservation..., Risk Management, Multi-generational..., Estate Investment..., Business-owner Planning, Investment Planning, Investment Strategies, Securities, Series 7, Project Management, Retirement Planning, Wealth Management
Education
Thomas G. Jones School of Law 1994 — 1997
Doctor of Law (JD), Law
Auburn University at Montgomery 1991 — 1994
Bachelor's degree, Justice and Public Safety
Chipser Wealth Management, LLC November 2013 - Present
Merrill Lynch July 2004 - November 2013
Brett S. Chipser, Atty at Law, LLC August 1998 - December 2004
Skills
Strategic Planning, Financial Advisory, Tax-Efficient Strategies, Wealth-preservation..., Risk Management, Multi-generational..., Estate Investment..., Business-owner Planning, Investment Planning, Investment Strategies, Securities, Series 7, Project Management, Retirement Planning, Wealth Management
Education
Thomas G. Jones School of Law 1994 — 1997
Doctor of Law (JD), Law
Auburn University at Montgomery 1991 — 1994
Bachelor's degree, Justice and Public Safety
C. Thomas Lee, CFP®'s Merrill Lynch Experience December 1999 - August 2010
Job Vice President | Resident Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
Merrill Lynch December 1999 - August 2010
PwC September 1995 - December 1999
Education
Auburn University 1994 — 1995
Master's degree, Accounting
Auburn University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Morgan Stanley Smith Barney August 2010 - Present
Merrill Lynch December 1999 - August 2010
PwC September 1995 - December 1999
Education
Auburn University 1994 — 1995
Master's degree, Accounting
Auburn University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Brian Dekle's Merrill Lynch Experience May 2009 - August 2009
Job AVP, Credit Manager at People's United Equipment Finance Corp.
Industry Financial Services
Experience
People's United Equipment Finance Corp. April 2012 - Present
People's United Equipment Finance Corp. February 2012 - August 2013
People's United Equipment Finance Corp. January 2010 - February 2012
Auburn University College of Business August 2008 - December 2009
Merrill Lynch May 2009 - August 2009
Compound Pharmaceutical Technologies May 2007 - January 2008
Skills
PowerPoint, Finance, Microsoft Office, Sales, QuickBooks, Financial Modeling, Microsoft Excel, Underwriting, Asset Managment, Relationship Management, Credit Risk, Credit Analysis, Linux, Mac OS X, Windows, Loans, Commercial Lending, Financial Accounting, Banking, Credit, Strategic Planning, Financial Analysis
Education
Auburn University, College of Business 2008 — 2009
MBA, Finance
Auburn University 2003 — 2007
BS
University of Houston, C.T. Bauer College of Business
Graduate Coursework Completed, Finance
People's United Equipment Finance Corp. April 2012 - Present
People's United Equipment Finance Corp. February 2012 - August 2013
People's United Equipment Finance Corp. January 2010 - February 2012
Auburn University College of Business August 2008 - December 2009
Merrill Lynch May 2009 - August 2009
Compound Pharmaceutical Technologies May 2007 - January 2008
Skills
PowerPoint, Finance, Microsoft Office, Sales, QuickBooks, Financial Modeling, Microsoft Excel, Underwriting, Asset Managment, Relationship Management, Credit Risk, Credit Analysis, Linux, Mac OS X, Windows, Loans, Commercial Lending, Financial Accounting, Banking, Credit, Strategic Planning, Financial Analysis
Education
Auburn University, College of Business 2008 — 2009
MBA, Finance
Auburn University 2003 — 2007
BS
University of Houston, C.T. Bauer College of Business
Graduate Coursework Completed, Finance
Anil Varma Eatrouthu's Merrill Lynch Experience 2002 - 2005
Job Delivery/ Service Transition Management
Industry Staffing and Recruiting
Experience
NTT Data (Client - Merck ) October 2011 - Present
Allianz Global Investors January 2011 - January 2012
Ajilon Professional Staffing March 2006 - April 2011
Merrill Lynch 2002 - 2005
Refco 1999 - 2002
Anthem Technologies 1998 - 1999
Skills
SharePoint, Microsoft SQL Server, ASP.NET, Web Services, SDLC, Business Analysis, .NET, Project Management, Management, Offshore Delivery..., Vendor Management, Delivery Planning &..., Service Transition, IT Management, Business Intelligence, Sybase, Visio, SQL, SOA, Integration, Software Development
Education
Aspen University
MBA, Project Management ( In Progress)
NTT Data (Client - Merck ) October 2011 - Present
Allianz Global Investors January 2011 - January 2012
Ajilon Professional Staffing March 2006 - April 2011
Merrill Lynch 2002 - 2005
Refco 1999 - 2002
Anthem Technologies 1998 - 1999
Skills
SharePoint, Microsoft SQL Server, ASP.NET, Web Services, SDLC, Business Analysis, .NET, Project Management, Management, Offshore Delivery..., Vendor Management, Delivery Planning &..., Service Transition, IT Management, Business Intelligence, Sybase, Visio, SQL, SOA, Integration, Software Development
Education
Aspen University
MBA, Project Management ( In Progress)
Richard G. Lim's Merrill Lynch Experience January 1990 - January 1996
Job Photographic artist. Available for travel. Weddings, High School, Seniors, Families, Pets, Commercial & Real Estate.
Industry Photography
Experience
Richard Lim Photography 2010 - Present
Investscape, Inc. December 1995 - April 2010
Investscape, Inc January 1996 - January 2010
Merrill Lynch January 1990 - January 1996
Merrill Lynch July 1990 - December 1995
Empire of America FSB January 1987 - January 1990
Empire of America FSB June 1985 - January 1990
Skills
Equities, Series 7, Electronic Trading, Securities, Business Development, Customer Service, Wedding Photography, Portrait Photography, Senior Portraits, Pet Portraits, Studio Photography, Editorial Portraiture, Real Estate Photography, Environmental..., Animal Portraits, Food Photography, Candid Photography, Social Photography, Trading, Mutual Funds, Bonds, FINRA, Account Management, Management, Sales, Credit, Finance, Fixed Annuities, Loans, Mortgage Lending, Options, Risk Management, Photography, Small Business, Training, Photos, Life Insurance, Real Estate, Fine Art Photography
Education
Ateneo de Manila University
Bachelor of Science, Management
Ateneo de Manila University, Loyola
Bachelor of Science, Business Management
Sacred Heart School - Jesuits
High School
of New York
Richard Lim Photography 2010 - Present
Investscape, Inc. December 1995 - April 2010
Investscape, Inc January 1996 - January 2010
Merrill Lynch January 1990 - January 1996
Merrill Lynch July 1990 - December 1995
Empire of America FSB January 1987 - January 1990
Empire of America FSB June 1985 - January 1990
Skills
Equities, Series 7, Electronic Trading, Securities, Business Development, Customer Service, Wedding Photography, Portrait Photography, Senior Portraits, Pet Portraits, Studio Photography, Editorial Portraiture, Real Estate Photography, Environmental..., Animal Portraits, Food Photography, Candid Photography, Social Photography, Trading, Mutual Funds, Bonds, FINRA, Account Management, Management, Sales, Credit, Finance, Fixed Annuities, Loans, Mortgage Lending, Options, Risk Management, Photography, Small Business, Training, Photos, Life Insurance, Real Estate, Fine Art Photography
Education
Ateneo de Manila University
Bachelor of Science, Management
Ateneo de Manila University, Loyola
Bachelor of Science, Business Management
Sacred Heart School - Jesuits
High School
of New York
Carl Danckaert's Merrill Lynch Experience September 1995 - June 1996
Job Vice President, SBA Regional Credit Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank June 2013 - Present
NewDominion Bank July 2012 - June 2013
JP Morgan Chase April 2010 - July 2012
Wachovia Bank May 2006 - April 2010
Key Bank August 2004 - May 2006
Key Bank June 2001 - August 2004
AmTrust Bank September 1999 - June 2001
First Service Title September 1996 - September 1999
Merrill Lynch September 1995 - June 1996
Skills
Small Business Lending, Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Banking, Underwriting, Commercial Mortgages, Lines Of Credit, Asset Based Lending, SBA, Real Estate, Consumer Lending, Team Leadership, Strategic Planning, Business Coaching, Portfolio Management, Loan Documents, Management, Project Management
Education
Ashland University 2003 — 2007
MBA, Executive Management
Kent State University 1992 — 1996
Bachelor Degree, Business Management, Psychology
Walsh Jesuit
SunTrust Bank June 2013 - Present
NewDominion Bank July 2012 - June 2013
JP Morgan Chase April 2010 - July 2012
Wachovia Bank May 2006 - April 2010
Key Bank August 2004 - May 2006
Key Bank June 2001 - August 2004
AmTrust Bank September 1999 - June 2001
First Service Title September 1996 - September 1999
Merrill Lynch September 1995 - June 1996
Skills
Small Business Lending, Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Banking, Underwriting, Commercial Mortgages, Lines Of Credit, Asset Based Lending, SBA, Real Estate, Consumer Lending, Team Leadership, Strategic Planning, Business Coaching, Portfolio Management, Loan Documents, Management, Project Management
Education
Ashland University 2003 — 2007
MBA, Executive Management
Kent State University 1992 — 1996
Bachelor Degree, Business Management, Psychology
Walsh Jesuit
Rudy Tarrer's Merrill Lynch Experience June 1988 - March 1990
Job Real Estate Consultant at Carr Sigsbee and Associates
Industry Real Estate
Experience
Carr, Sigsbee and Associates January 1998 - Present
New Summit Development June 1992 - June 1997
CB Commercial Real Estate June 1990 - June 1991
Merrill Lynch June 1988 - March 1990
Skills
Real Estate, Investment Properties, Short Sales, Sellers, Buyer Representation, Real Estate Transactions, Leases, Brokerage, Commercial Real Estate, Residential Homes, Lease Administration, REO, ABR, Investors, Property Management, Real Estate Development
Education
Auburn University 1982 — 1988
Bachelor of Science in Business Administration, Marketing
Carr, Sigsbee and Associates January 1998 - Present
New Summit Development June 1992 - June 1997
CB Commercial Real Estate June 1990 - June 1991
Merrill Lynch June 1988 - March 1990
Skills
Real Estate, Investment Properties, Short Sales, Sellers, Buyer Representation, Real Estate Transactions, Leases, Brokerage, Commercial Real Estate, Residential Homes, Lease Administration, REO, ABR, Investors, Property Management, Real Estate Development
Education
Auburn University 1982 — 1988
Bachelor of Science in Business Administration, Marketing
Jerrell Engermann's Merrill Lynch Experience February 2010 - October 2012
Job Retirement Services Specialist at Empower Retirement
Industry Financial Services
Experience
Empower Retirement July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
Merrill Lynch February 2010 - October 2012
Bank of America March 2008 - February 2010
Fidelity Investments 2005 - 2008
Skills
Wealth Management, Relationship Management, Asset Management, Banking, Financial Services, Finance, Financial Advisory, Mutual Funds, Investments, 401k, Series 7, Series 63, Asset Based Lending, Commercial Lending, Consumer Lending, Private Banking, Financial Planning, Equities, Strategic Financial..., Portfolio Management
Education
Assumption College 1999 — 2003
BA, English
Empower Retirement July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
Merrill Lynch February 2010 - October 2012
Bank of America March 2008 - February 2010
Fidelity Investments 2005 - 2008
Skills
Wealth Management, Relationship Management, Asset Management, Banking, Financial Services, Finance, Financial Advisory, Mutual Funds, Investments, 401k, Series 7, Series 63, Asset Based Lending, Commercial Lending, Consumer Lending, Private Banking, Financial Planning, Equities, Strategic Financial..., Portfolio Management
Education
Assumption College 1999 — 2003
BA, English
Edward French's Merrill Lynch Experience 1996 - 2005
Job Broker at Fuller Commercial Realty
Industry Real Estate
Experience
Fuller Commercial Realty November 2009 - Present
Highland Asset Management Group LLC 2005 - Present
Merrill Lynch 1996 - 2005
Robinson Humphrey 1994 - 1996
Suntrust Securities 1993 - 1994
Skills
Real Estate Development, Real Estate, Commercial Real Estate, Brokerage, Investment Properties, Real Estate Economics, Real Estate Financing, Property Management, Real Estate Transactions, Asset Management, Finance, Wealth Management, Disposition, Investors, Investments
Education
University of Georgia - Terry College of Business 1990 — 1992
BBA, Finance
Auburn University 1988 — 1990
Fuller Commercial Realty November 2009 - Present
Highland Asset Management Group LLC 2005 - Present
Merrill Lynch 1996 - 2005
Robinson Humphrey 1994 - 1996
Suntrust Securities 1993 - 1994
Skills
Real Estate Development, Real Estate, Commercial Real Estate, Brokerage, Investment Properties, Real Estate Economics, Real Estate Financing, Property Management, Real Estate Transactions, Asset Management, Finance, Wealth Management, Disposition, Investors, Investments
Education
University of Georgia - Terry College of Business 1990 — 1992
BBA, Finance
Auburn University 1988 — 1990
Mateus Moitinho de Almeida's Merrill Lynch Experience June 2009 - September 2009
Job Recent Graduate Seeking Job in Finance
Industry Investment Banking
Experience
Nestlé S.A. November 2010 - March 2011
Bon Appetit Co. December 2006 - June 2010
Merrill Lynch June 2009 - September 2009
Credit Suisse August 2009 - August 2009
Security Bank Corp. June 2008 - September 2008
Universidad Nova de Lisboa May 2006 - August 2006
Ramon Magsaysay Awards Foundation March 2005 - May 2005
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Ateneo de Manila University 1994 — 2006
High School
Nestlé S.A. November 2010 - March 2011
Bon Appetit Co. December 2006 - June 2010
Merrill Lynch June 2009 - September 2009
Credit Suisse August 2009 - August 2009
Security Bank Corp. June 2008 - September 2008
Universidad Nova de Lisboa May 2006 - August 2006
Ramon Magsaysay Awards Foundation March 2005 - May 2005
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Ateneo de Manila University 1994 — 2006
High School
P Anthony's Merrill Lynch Experience April 1999 - August 2000
Job Project Manager
Industry Management Consulting
Experience
Wallace Homes, Inc. August 2000 - August 2004
Merrill Lynch April 1999 - August 2000
DISC 1995 - 1998
Skills
Project Management, Construction Management..., Management, Project Planning, Strategic Planning, Program Management, Leadership, Business Strategy, Business Analysis, Strategy
Education
Northeastern University
Master’s Degree, Project Management
Jacksonville University
Master of Business Administration (M.B.A.), Business/Finance
Auburn University
Bachelor of Science in Mechanical Engineering B.S.M.E., Mechanical Engineering
Wallace Homes, Inc. August 2000 - August 2004
Merrill Lynch April 1999 - August 2000
DISC 1995 - 1998
Skills
Project Management, Construction Management..., Management, Project Planning, Strategic Planning, Program Management, Leadership, Business Strategy, Business Analysis, Strategy
Education
Northeastern University
Master’s Degree, Project Management
Jacksonville University
Master of Business Administration (M.B.A.), Business/Finance
Auburn University
Bachelor of Science in Mechanical Engineering B.S.M.E., Mechanical Engineering
Clayton C. Jeffords's Merrill Lynch Experience May 2001 - August 2005
Job Administrator, Provider Network at MissionPoint Health Partners
Industry Hospital & Health Care
Experience
MissionPoint Health Partners March 2013 - Present
CIMplify August 2009 - March 2013
Richland Real Estate Advisors LLC 2005 - 2009
SunTrust Investment Services 2005 - 2006
Merrill Lynch May 2001 - August 2005
Skills
Clinical Site Management, Medical Technology, Physician Relations, Project Management, Problem Solving, Contract Negotiation, Process Improvement, Medical Billing, Strategic Financial..., Real Estate Transactions, Real Estate Economics, Financial Advisory, Healthcare, Informatics, Practice Management, EHR, Location Intelligence, Physicians, Healthcare Information..., Healthcare Consulting, Healthcare Industry, Leadership, Managed Care, Revenue Cycle, Revenue Cycle Management, Strategic Planning, Team Building
Education
Auburn University 2010 — 2012
MBA, Healthcare Management
Georgia Southern University 1995 — 2000
Bachelor of Science (B.S.), Political Science and Government/Business
LHP
MissionPoint Health Partners March 2013 - Present
CIMplify August 2009 - March 2013
Richland Real Estate Advisors LLC 2005 - 2009
SunTrust Investment Services 2005 - 2006
Merrill Lynch May 2001 - August 2005
Skills
Clinical Site Management, Medical Technology, Physician Relations, Project Management, Problem Solving, Contract Negotiation, Process Improvement, Medical Billing, Strategic Financial..., Real Estate Transactions, Real Estate Economics, Financial Advisory, Healthcare, Informatics, Practice Management, EHR, Location Intelligence, Physicians, Healthcare Information..., Healthcare Consulting, Healthcare Industry, Leadership, Managed Care, Revenue Cycle, Revenue Cycle Management, Strategic Planning, Team Building
Education
Auburn University 2010 — 2012
MBA, Healthcare Management
Georgia Southern University 1995 — 2000
Bachelor of Science (B.S.), Political Science and Government/Business
LHP
Dawn Guarneri's Merrill Lynch Experience 1999 - 2001
Job Manager, Investments & Treasury
Industry Insurance
Experience
ProAssurance March 2015 - Present
ProAssurance October 2007 - March 2015
BBVA Compass 2004 - 2007
Merrill Lynch 1999 - 2001
Skills
Investments, Financial Analysis, Treasury Management, Certified Treasury..., Sales Management, Forecasting, Microsoft Word, SOX Document Preparation, Investment Accounting..., Financial Modeling, MD&A, AMBest Reporting, Annual and Quarterly..., Loss Prevention, Fraud Assessment, Forensic Investigation, Data Analysis, Certified Fraud Examiner, Claims Resolution, Auditing, Financial Markets, Asset Liability Analysis
Education
Auburn University 1996 — 2000
BS, Marketing
University of Alabama at Birmingham 2002 — 2004
MBA, Master of Business Administration
ProAssurance March 2015 - Present
ProAssurance October 2007 - March 2015
BBVA Compass 2004 - 2007
Merrill Lynch 1999 - 2001
Skills
Investments, Financial Analysis, Treasury Management, Certified Treasury..., Sales Management, Forecasting, Microsoft Word, SOX Document Preparation, Investment Accounting..., Financial Modeling, MD&A, AMBest Reporting, Annual and Quarterly..., Loss Prevention, Fraud Assessment, Forensic Investigation, Data Analysis, Certified Fraud Examiner, Claims Resolution, Auditing, Financial Markets, Asset Liability Analysis
Education
Auburn University 1996 — 2000
BS, Marketing
University of Alabama at Birmingham 2002 — 2004
MBA, Master of Business Administration
John Spiers Griffis's Merrill Lynch Experience 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Hospitality
Experience
Merrill Lynch 2014 - Present
Retired 2013 - 2014
Brevard County Property Appraiser January 2012 - January 2013
Retired and enjoying time to pursue personal interests and family 2011 - 2012
Brinker International 2007 - 2010
Bridgeman Foods, Inc January 2000 - January 2007
Skills
Financial Management, Budget Development, Budget Management, Organizational..., Training & Development, Entrepreneurship, Team Motivator, Customer Service, Operations Management, Results Oriented, Profit & Loss Management, Profit Maximization, Accounting, Financial Analysis, Income Statement, Budgets, Customer Satisfaction, Goal Oriented, Leadership, Managerial Finance, Sales, Training, Hospitality, Team Building, Management, Time Management, Profit, Inventory Management, Restaurant Management, Hiring, Restaurants, Strategic Planning, Employee Relations, Multi-Unit, Forecasting, P
Education
Auburn University
Accounting
Merrill Lynch 2014 - Present
Retired 2013 - 2014
Brevard County Property Appraiser January 2012 - January 2013
Retired and enjoying time to pursue personal interests and family 2011 - 2012
Brinker International 2007 - 2010
Bridgeman Foods, Inc January 2000 - January 2007
Skills
Financial Management, Budget Development, Budget Management, Organizational..., Training & Development, Entrepreneurship, Team Motivator, Customer Service, Operations Management, Results Oriented, Profit & Loss Management, Profit Maximization, Accounting, Financial Analysis, Income Statement, Budgets, Customer Satisfaction, Goal Oriented, Leadership, Managerial Finance, Sales, Training, Hospitality, Team Building, Management, Time Management, Profit, Inventory Management, Restaurant Management, Hiring, Restaurants, Strategic Planning, Employee Relations, Multi-Unit, Forecasting, P
Education
Auburn University
Accounting
Jeff Farrow's Merrill Lynch Experience 1995 - 1996
Job Director of Program Development and Physical Therapist
Industry Health, Wellness and Fitness
Experience
Encore Rehabilitation, Inc. 2008 - Present
Bay Title Insurance Co 2007 - 2008
Encore Rehabilitation, Inc. 2001 - 2007
Encore Rehabilitation, Inc. 1998 - 2001
Merrill Lynch 1995 - 1996
Skills
Strategic Planning, Team Building, Healthcare, Leadership, Public Speaking, Microsoft Excel, Healthcare Management, Hospitals, Management, Customer Service, Leadership Development, Public Relations, Orthopedics, Training, Marketing, Physician Relations
Education
Auburn University, College of Business 1987 — 1990
BS, Logistics Management (Marketing)
University of Mobile 1996 — 1998
MS, Physical Therapy
Auburn University at Montgomery 1990 — 1992
MBA, Economics and Statistics
Encore Rehabilitation, Inc. 2008 - Present
Bay Title Insurance Co 2007 - 2008
Encore Rehabilitation, Inc. 2001 - 2007
Encore Rehabilitation, Inc. 1998 - 2001
Merrill Lynch 1995 - 1996
Skills
Strategic Planning, Team Building, Healthcare, Leadership, Public Speaking, Microsoft Excel, Healthcare Management, Hospitals, Management, Customer Service, Leadership Development, Public Relations, Orthopedics, Training, Marketing, Physician Relations
Education
Auburn University, College of Business 1987 — 1990
BS, Logistics Management (Marketing)
University of Mobile 1996 — 1998
MS, Physical Therapy
Auburn University at Montgomery 1990 — 1992
MBA, Economics and Statistics
Randy Hartley's Merrill Lynch Experience July 1997 - February 2012
Job First Vice President Investments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2012 - Present
Merrill Lynch July 1997 - February 2012
Education
Auburn University 1994 — 1997
Bachelors, Finance
University of California, Los Angeles 1992 — 1994
NA, Economics
Righetti High School 1989 — 1992
HS, NA
Morgan Stanley Smith Barney February 2012 - Present
Merrill Lynch July 1997 - February 2012
Education
Auburn University 1994 — 1997
Bachelors, Finance
University of California, Los Angeles 1992 — 1994
NA, Economics
Righetti High School 1989 — 1992
HS, NA
Lauranne Laws Humphreys's Merrill Lynch Experience December 1985 - September 1987
Job Analysis and Instruction
Industry Primary/Secondary Education
Experience
School District of Hillsborough County August 2004 - June 2011
Hillsborough County School Board, Tampa, Florida August 1981 - June 2011
Merrill Lynch PF&S December 1985 - September 1987
Merrill Lynch December 1985 - September 1987
Education
University of South Florida 1982 — 1990
Masters in Business Administration, Marketing, Economics, Strategic Management
Auburn University at Montgomery 1974 — 1975
Masters in Secondary Education, Social Sciences
Auburn University at Montgomery 1972 — 1974
BS, Social Sciences
Huntingdon College 1970 — 1972
Psychology
School District of Hillsborough County August 2004 - June 2011
Hillsborough County School Board, Tampa, Florida August 1981 - June 2011
Merrill Lynch PF&S December 1985 - September 1987
Merrill Lynch December 1985 - September 1987
Education
University of South Florida 1982 — 1990
Masters in Business Administration, Marketing, Economics, Strategic Management
Auburn University at Montgomery 1974 — 1975
Masters in Secondary Education, Social Sciences
Auburn University at Montgomery 1972 — 1974
BS, Social Sciences
Huntingdon College 1970 — 1972
Psychology
Yiannis Kapetanopoulos's Merrill Lynch Experience May 2012 - August 2012
Job Student at Auburn University
Industry Financial Services
Experience
Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Inventory Management, Leadership
Education
Auburn University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Inventory Management, Leadership
Education
Auburn University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Joseph Manning's Merrill Lynch Experience January 1996 - June 2003
Job Managing Director at Merrill Lynch & Co.
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2003 - Present
Merrill Lynch January 1996 - June 2003
Skills
Series 3, 7, 24, 63, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Management, Sales, Sales Management, Securities, Series 7
Education
Association of Investment Management and Research 1991 — 1994
Chartered Financial Analyst (CFA), 1994, CFA
New York University, Stern School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
Assumption College 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government
Bank of America Merrill Lynch June 2003 - Present
Merrill Lynch January 1996 - June 2003
Skills
Series 3, 7, 24, 63, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Management, Sales, Sales Management, Securities, Series 7
Education
Association of Investment Management and Research 1991 — 1994
Chartered Financial Analyst (CFA), 1994, CFA
New York University, Stern School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
Assumption College 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government
Jimbo Shirley's Merrill Lynch Experience August 2007 - October 2010
Job Unemployed
Industry Nonprofit Organization Management
Experience
Unemployed July 2011 - Present
Toomers for Tuscaloosa April 2011 - July 2011
Merrill Lynch August 2007 - October 2010
Education
Auburn University 1982 — 1986
BS, Computer Engineering
Unemployed July 2011 - Present
Toomers for Tuscaloosa April 2011 - July 2011
Merrill Lynch August 2007 - October 2010
Education
Auburn University 1982 — 1986
BS, Computer Engineering
Mary McGrail's Merrill Lynch Experience May 2004 - February 2009
Job Senior Registered Associate at Winslow, Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker June 2010 - Present
Merrill Lynch May 2004 - February 2009
PFPC August 2001 - April 2004
Education
Nichols College 1998 — 2001
Bachelor of Science, Finance
Assumption College
Paralegal Studies
Winslow, Evans & Crocker June 2010 - Present
Merrill Lynch May 2004 - February 2009
PFPC August 2001 - April 2004
Education
Nichols College 1998 — 2001
Bachelor of Science, Finance
Assumption College
Paralegal Studies
Margo Ensor, CPP, PHR's Merrill Lynch Experience January 2001 - May 2001
Job Senior Payroll and Tax Administrator
Industry Accounting
Experience
Einstein Noah Restaurant Group, Inc. January 2007 - Present
ENRG Inc January 2004 - May 2007
Einstein & Noah Corporation January 2002 - January 2004
Paychex Inc April 1999 - September 2001
Merrill Lynch January 2001 - May 2001
Education
Auburn University 1993 — 1996
Bachelor of Science, Bussiness Administration and Marketing
Einstein Noah Restaurant Group, Inc. January 2007 - Present
ENRG Inc January 2004 - May 2007
Einstein & Noah Corporation January 2002 - January 2004
Paychex Inc April 1999 - September 2001
Merrill Lynch January 2001 - May 2001
Education
Auburn University 1993 — 1996
Bachelor of Science, Bussiness Administration and Marketing
Jeffrey Rowland's Merrill Lynch Experience September 2012 - July 2013
Job Wealth Manager at BB&T Investmentments
Industry Investment Management
Experience
BB&T Investments June 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
Merrill Lynch September 2012 - July 2013
Butler Auto Group December 2010 - December 2011
Sonny's Bar-B-Q June 1997 - June 2008
Skills
Marketing, Strategy Development, Real Estate Development, Corporate Branding, Operations Management, Franchisee Management, Corporate Finance, Product Development, Training & Development, Trade Associations, Advertising, Radio Advertising, Promotional Design, Promotions, Promotion Planning, Merchandising, Merchandising Strategies, Planograms, Purchasing, Real Estate Financing, Bank Financing, Retail Site Selection, Site Selection, Franchising, Marketing Strategy, Team Building, Restaurants, Hospitality, Location Intelligence, Leadership, Food, Employee Training, Finance, Strategy, Investments, Investment Properties, Strategic Financial..., Wealth Preservation..., Multi-generational..., Stock Market
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Finance
Mercer University - Stetson School of Business and Economics 1992 — 1992
MBA, Marketing
University of Florida 1981 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
BB&T Investments June 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
Merrill Lynch September 2012 - July 2013
Butler Auto Group December 2010 - December 2011
Sonny's Bar-B-Q June 1997 - June 2008
Skills
Marketing, Strategy Development, Real Estate Development, Corporate Branding, Operations Management, Franchisee Management, Corporate Finance, Product Development, Training & Development, Trade Associations, Advertising, Radio Advertising, Promotional Design, Promotions, Promotion Planning, Merchandising, Merchandising Strategies, Planograms, Purchasing, Real Estate Financing, Bank Financing, Retail Site Selection, Site Selection, Franchising, Marketing Strategy, Team Building, Restaurants, Hospitality, Location Intelligence, Leadership, Food, Employee Training, Finance, Strategy, Investments, Investment Properties, Strategic Financial..., Wealth Preservation..., Multi-generational..., Stock Market
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Finance
Mercer University - Stetson School of Business and Economics 1992 — 1992
MBA, Marketing
University of Florida 1981 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lisa Wiseman's Merrill Lynch Experience July 1995 - April 2005
Job Financial Advisor at BlueCreek Investment Partners
Industry Financial Services
Experience
BlueCreek Investment Partners May 2015 - Present
Morgan Stanley Smith Barney April 2005 - April 2015
Merrill Lynch July 1995 - April 2005
Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Investment Advisory, Series 63, Asset Allocation, Series 65, Saving for Education, Mutual Funds, Investment Strategies, 529 Plans, Alternative Investments, Municipal Bonds, Strategic Financial...
Education
Auburn University 1989 — 1991
BS, Finance
Auburn University 1989 — 1991
Bachelor of Science (B.S.), Finance, General
BlueCreek Investment Partners May 2015 - Present
Morgan Stanley Smith Barney April 2005 - April 2015
Merrill Lynch July 1995 - April 2005
Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Investment Advisory, Series 63, Asset Allocation, Series 65, Saving for Education, Mutual Funds, Investment Strategies, 529 Plans, Alternative Investments, Municipal Bonds, Strategic Financial...
Education
Auburn University 1989 — 1991
BS, Finance
Auburn University 1989 — 1991
Bachelor of Science (B.S.), Finance, General
Mary McGrail's Merrill Lynch Experience May 2004 - February 2009
Job Senior Registered Assistant at Winslow, Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker June 2010 - Present
Merrill Lynch May 2004 - February 2009
Bowditch & Dewey, LLP 1996 - 1998
Skills
Series 7, Series 66, Wealth Management, Mutual Funds
Education
Nichols College 1998 — 2001
Finance, General
Assumption College
BS/BA, Finance, General
Winslow, Evans & Crocker June 2010 - Present
Merrill Lynch May 2004 - February 2009
Bowditch & Dewey, LLP 1996 - 1998
Skills
Series 7, Series 66, Wealth Management, Mutual Funds
Education
Nichols College 1998 — 2001
Finance, General
Assumption College
BS/BA, Finance, General
Alex Pols's Merrill Lynch Experience January 2014 - Present
Job Senior Vice President Investments
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Carey Financial, LLC June 2011 - December 2013
Carey Financial, LLC April 2010 - June 2011
Allianz Global Investors April 2008 - April 2010
Merrill Lynch August 2004 - April 2008
Skills
Excel, PowerPoint, Word, Outlook, Pivotal, Microsoft Word, Microsoft Excel, Series 7, Mutual Funds, Portfolio Management, Management, Financial Planning, Asset Allocation
Education
Auburn University 2000 — 2004
B.S; Associates, Finance; Economics
Merrill Lynch January 2014 - Present
Carey Financial, LLC June 2011 - December 2013
Carey Financial, LLC April 2010 - June 2011
Allianz Global Investors April 2008 - April 2010
Merrill Lynch August 2004 - April 2008
Skills
Excel, PowerPoint, Word, Outlook, Pivotal, Microsoft Word, Microsoft Excel, Series 7, Mutual Funds, Portfolio Management, Management, Financial Planning, Asset Allocation
Education
Auburn University 2000 — 2004
B.S; Associates, Finance; Economics
Claudia Cullen's Merrill Lynch Experience May 2006 - Present
Job Merrill Lynch Registered Associate
Industry Investment Banking
Experience
Merrill Lynch May 2006 - Present
Education
Aston University 2005 — 2006
Masters of Arts in International Business, International Business
University of Florida
Bachelors in Public Relations, Business Administration and Management, General
Merrill Lynch May 2006 - Present
Education
Aston University 2005 — 2006
Masters of Arts in International Business, International Business
University of Florida
Bachelors in Public Relations, Business Administration and Management, General
Matthew Grooms's Merrill Lynch Experience March 2012 - Present
Job F.A. at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Tusco August 2011 - December 2011
Hilti October 2007 - August 2011
Hilti North America 2007 - 2011
Skills
Sales Management, Contract Negotiation, Consultative Selling, Customer Relations, Outside Sales, Market Penetration, Cold Calling, Key Account Management, Key Account Development, Sales Presentations, Contract Management, Sales Process, New Business Development, Territory Management, Sales Operations, B2B, Qualifying Prospects, Negotiation, Pricing
Education
University of Alabama 2001 — 2005
BS, Human Environmental Science
Auburn University 2001 — 2002
Merrill Lynch March 2012 - Present
Tusco August 2011 - December 2011
Hilti October 2007 - August 2011
Hilti North America 2007 - 2011
Skills
Sales Management, Contract Negotiation, Consultative Selling, Customer Relations, Outside Sales, Market Penetration, Cold Calling, Key Account Management, Key Account Development, Sales Presentations, Contract Management, Sales Process, New Business Development, Territory Management, Sales Operations, B2B, Qualifying Prospects, Negotiation, Pricing
Education
University of Alabama 2001 — 2005
BS, Human Environmental Science
Auburn University 2001 — 2002
Joan Chidester-Stoltz's Merrill Lynch Experience 1987 - 1988
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Charis Ministries 2000 - 2006
St. Maximilian Kolbe Parish 1998 - 2005
The Pampered Chef 1995 - 2001
St. Maximilian Kolbe Parish 1991 - 1998
Merrill Lynch 1987 - 1988
General Motors 1985 - 1988
Skills
Volunteer Management, Budgets, Community Outreach, Fundraising, Public Speaking, Event Planning, Teaching, Volunteer Recruiting, Event Management, Preaching, Youth Ministry, Leadership Development, Editing, Youth Development, Theology, Social Media, Volunteer Training, Research, Youth Mentoring
Education
Athenaeum of Ohio 1989 — 1993
Master of Arts in Religion, Theology/Theological Studies
Western Michigan University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charis Ministries 2000 - 2006
St. Maximilian Kolbe Parish 1998 - 2005
The Pampered Chef 1995 - 2001
St. Maximilian Kolbe Parish 1991 - 1998
Merrill Lynch 1987 - 1988
General Motors 1985 - 1988
Skills
Volunteer Management, Budgets, Community Outreach, Fundraising, Public Speaking, Event Planning, Teaching, Volunteer Recruiting, Event Management, Preaching, Youth Ministry, Leadership Development, Editing, Youth Development, Theology, Social Media, Volunteer Training, Research, Youth Mentoring
Education
Athenaeum of Ohio 1989 — 1993
Master of Arts in Religion, Theology/Theological Studies
Western Michigan University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Micah Moore's Merrill Lynch Experience December 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Auburn University 2010 - 2012
Auburn University 2008 - 2010
Skills
Value Investing, Microeconomics, Experimental Design, Data Analysis, SPSS
Education
Auburn University 2010 — 2012
Master of Science (M.S.), Forestry - Applied Economics
Auburn University 2002 — 2007
Bachelor of Science (BS), Wildlife Biology
Merrill Lynch December 2012 - Present
Auburn University 2010 - 2012
Auburn University 2008 - 2010
Skills
Value Investing, Microeconomics, Experimental Design, Data Analysis, SPSS
Education
Auburn University 2010 — 2012
Master of Science (M.S.), Forestry - Applied Economics
Auburn University 2002 — 2007
Bachelor of Science (BS), Wildlife Biology
Chris Cordle's Merrill Lynch Experience 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
LawnCo, Inc. March 1992 - February 2008
Skills
Holistic Financial..., Retirement Planning, Liability Management, Multi-generational..., Investment Strategies, Finance
Education
Auburn University at Montgomery 1993 — 1998
Bachelor of Science (B.S.), Finance, General
Merrill Lynch 2008 - Present
LawnCo, Inc. March 1992 - February 2008
Skills
Holistic Financial..., Retirement Planning, Liability Management, Multi-generational..., Investment Strategies, Finance
Education
Auburn University at Montgomery 1993 — 1998
Bachelor of Science (B.S.), Finance, General
Steven Burroughs's Merrill Lynch Experience 1993 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1993 - Present
Education
Auburn University
Bachelor of Arts (BA), Finance, General
Merrill Lynch 1993 - Present
Education
Auburn University
Bachelor of Arts (BA), Finance, General
Larry A King's Merrill Lynch Experience July 1975 - May 1992
Job First Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 1992 - Present
Merrill Lynch July 1975 - May 1992
Skills
Management, Portfolio Management, Equities, Strategic Planning
Education
Auburn University 1965 — 1970
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors May 1992 - Present
Merrill Lynch July 1975 - May 1992
Skills
Management, Portfolio Management, Equities, Strategic Planning
Education
Auburn University 1965 — 1970
Bachelor's degree, Business Administration and Management, General
RICARDO MANLAPIG's Merrill Lynch Experience March 2011 - Present
Job AVP Application Programming Consultant at Bank of America
Industry Banking
Experience
Bank of America March 2011 - Present
Merrill Lynch March 2011 - Present
Bank of America October 2009 - March 2011
BMW of North America, LLC April 2008 - October 2009
JPMorgan Chase March 1996 - April 2008
Education
Ateneo de Manila University 1979 — 1983
Bachelor's Degree, Management Engineering
Bank of America March 2011 - Present
Merrill Lynch March 2011 - Present
Bank of America October 2009 - March 2011
BMW of North America, LLC April 2008 - October 2009
JPMorgan Chase March 1996 - April 2008
Education
Ateneo de Manila University 1979 — 1983
Bachelor's Degree, Management Engineering
Justin O'Shea's Merrill Lynch Experience 2005 - 2008
Job Investment Banker at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
Pinaculo September 2008 - February 2013
Merrill Lynch 2005 - 2008
Education
Auburn University 2001 — 2004
Bachelor's degree, Finance, General
University of Alabama 2000 — 2001
Biology, General
Edward Jones 2013 - Present
Pinaculo September 2008 - February 2013
Merrill Lynch 2005 - 2008
Education
Auburn University 2001 — 2004
Bachelor's degree, Finance, General
University of Alabama 2000 — 2001
Biology, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank