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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Merrill Lynch Employees
Employee
Years
Job
Industry
Drew Rieder Drew Rieder's Merrill Lynch Experience April 2006 - February 2008
Job Associate Alumni Director Chapters at Gonzaga University
Industry Higher Education
Experience
Gonzaga University June 2014 - Present
Gonzaga University July 2008 - May 2014
Merrill Lynch April 2006 - February 2008
Eastern Washington University October 2001 - April 2006
Washignton Army National Guard May 1996 - August 2005
Strategic Research Associates May 1998 - April 2001
Skills
Social Media Marketing, Strategic Planning, Community Relations, Event Planning, Event Management, Event Marketing, Special Events, Social Media, Leadership Development, Program Development, Program Management, Public Speaking, Project Management, Non-profits, Public Relations, Marketing Communications, Community Outreach, Customer Service, Social Networking, Fundraising, Marketing, Project Planning, Strategic Communications, Media Relations, Facebook, Marketing Strategy, Blogging, Volunteer Management, Team Building, Newsletters, Team Leadership, Email Marketing, Coaching, Leadership, Budgets, Nonprofits, Higher Education, Training, Community Development
Education
Gonzaga University 1992 — 1996
B.A. Communications, Communications
Gonzaga University June 2014 - Present
Gonzaga University July 2008 - May 2014
Merrill Lynch April 2006 - February 2008
Eastern Washington University October 2001 - April 2006
Washignton Army National Guard May 1996 - August 2005
Strategic Research Associates May 1998 - April 2001
Skills
Social Media Marketing, Strategic Planning, Community Relations, Event Planning, Event Management, Event Marketing, Special Events, Social Media, Leadership Development, Program Development, Program Management, Public Speaking, Project Management, Non-profits, Public Relations, Marketing Communications, Community Outreach, Customer Service, Social Networking, Fundraising, Marketing, Project Planning, Strategic Communications, Media Relations, Facebook, Marketing Strategy, Blogging, Volunteer Management, Team Building, Newsletters, Team Leadership, Email Marketing, Coaching, Leadership, Budgets, Nonprofits, Higher Education, Training, Community Development
Education
Gonzaga University 1992 — 1996
B.A. Communications, Communications
Aaron MacNear Aaron MacNear's Merrill Lynch Experience January 2008 - January 2011
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US January 2011 - Present
Merrill Lynch January 2008 - January 2011
Skills
Tax
Education
Golden Gate University 2010 — 2011
Master's degree, Taxation
UC Davis 1999 — 2003
Bachelor of Science (BS), Business/Managerial Economics
KPMG US January 2011 - Present
Merrill Lynch January 2008 - January 2011
Skills
Tax
Education
Golden Gate University 2010 — 2011
Master's degree, Taxation
UC Davis 1999 — 2003
Bachelor of Science (BS), Business/Managerial Economics
Chuck Albers (龙泽勇)'s Merrill Lynch Experience 1994 - 1997
Job Founder & General Partner: Dynamic Affluence Group & Related Companies
Industry Philanthropy
Experience
Dynamic Affluence Group February 2002 - Present
Pacific - Great Lakes June 2007 - Present
Prudential Securities April 2000 - November 2002
The Hartford 1997 - 2000
Merrill Lynch 1994 - 1997
Skills
I speak Chinese..., Estate Planning, Wealth Management, Small Business, Business Planning, Investments, Trusts, Insurance, Financial Advisory, Estate Tax Planning, Tax, High Net Worth..., Financial Services, Wealth Management..., Asset Protection, Wealth, Strategic Planning, Public Speaking, Executive Management, Finance
Education
Golden Gate University 2013 — 2014
Masters of Science in Taxation, Taxation
Indiana University Bloomington
BA & MA
Dynamic Affluence Group February 2002 - Present
Pacific - Great Lakes June 2007 - Present
Prudential Securities April 2000 - November 2002
The Hartford 1997 - 2000
Merrill Lynch 1994 - 1997
Skills
I speak Chinese..., Estate Planning, Wealth Management, Small Business, Business Planning, Investments, Trusts, Insurance, Financial Advisory, Estate Tax Planning, Tax, High Net Worth..., Financial Services, Wealth Management..., Asset Protection, Wealth, Strategic Planning, Public Speaking, Executive Management, Finance
Education
Golden Gate University 2013 — 2014
Masters of Science in Taxation, Taxation
Indiana University Bloomington
BA & MA
Nina Vasina Nina Vasina's Merrill Lynch Experience 1999 - 2000
Job IT Professional
Industry Information Technology and Services
Experience
Citigroup Smith Barney/ Morgan Stanley Smith Barney 2000 - 2013
Merrill Lynch 1999 - 2000
Skills
Microsoft SQL Server, COBOLII, IBM Mainframe, VSAM, DB2, JCL, CICS, Fileaid, Serena Changeman, SPUFI, QMF, IBM Utilities, Stored Procedures, MQ, COBOL, SDLC, Requirements Analysis, Visio, Business Analysis
Education
Globe Institute of Technology 1996 — 1998
Computer Programming
Estonian Academy of Music 1976 — 1981
Music (piano)
Citigroup Smith Barney/ Morgan Stanley Smith Barney 2000 - 2013
Merrill Lynch 1999 - 2000
Skills
Microsoft SQL Server, COBOLII, IBM Mainframe, VSAM, DB2, JCL, CICS, Fileaid, Serena Changeman, SPUFI, QMF, IBM Utilities, Stored Procedures, MQ, COBOL, SDLC, Requirements Analysis, Visio, Business Analysis
Education
Globe Institute of Technology 1996 — 1998
Computer Programming
Estonian Academy of Music 1976 — 1981
Music (piano)
David Cariani David Cariani's Merrill Lynch Experience April 2011 - April 2013
Job Director of Wealth Management
Industry Financial Services
Experience
Reilly Financial Advisors April 2013 - Present
Merrill Lynch April 2011 - April 2013
FinOps Group January 2009 - April 2011
ValueVest Management Company July 1997 - December 2008
Skills
Chartered Financial..., Personal Financial..., Investment Management, Financial Advisory, Financial Analysis, Portfolio Management, Wealth Management, Relationship Management, Retirement Planning, Retirement Plan..., Hedge Funds, Wealth Management..., Series 7, Investment Advisory, Alternative Investments, Series 63, Trading, 401k Rollovers, Separately Managed..., Series 65, Asset Management, Strategic Financial..., 401k, Retirement, Investments, Investment Strategies, Certified Financial..., Finance, Financial Planning, Financial Services, Estate Planning, Wealth, Asset Allocation, Securities
Education
UCLA 1988 — 1992
Bachelor of Arts (B.A.), Political Science
Gonzaga University 1990 — 1991
Study Abroad, Florence, Italy
SF
SF
Reilly Financial Advisors April 2013 - Present
Merrill Lynch April 2011 - April 2013
FinOps Group January 2009 - April 2011
ValueVest Management Company July 1997 - December 2008
Skills
Chartered Financial..., Personal Financial..., Investment Management, Financial Advisory, Financial Analysis, Portfolio Management, Wealth Management, Relationship Management, Retirement Planning, Retirement Plan..., Hedge Funds, Wealth Management..., Series 7, Investment Advisory, Alternative Investments, Series 63, Trading, 401k Rollovers, Separately Managed..., Series 65, Asset Management, Strategic Financial..., 401k, Retirement, Investments, Investment Strategies, Certified Financial..., Finance, Financial Planning, Financial Services, Estate Planning, Wealth, Asset Allocation, Securities
Education
UCLA 1988 — 1992
Bachelor of Arts (B.A.), Political Science
Gonzaga University 1990 — 1991
Study Abroad, Florence, Italy
SF
SF
Christopher Douthett Christopher Douthett's Merrill Lynch Experience May 2010 - August 2010
Job Senior Enterprise Relationship Manager at CenturyLink
Industry Telecommunications
Experience
CenturyLink February 2015 - Present
AT&T April 2013 - January 2015
AT&T August 2012 - April 2013
AT&T June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Catelli Brothers Inc June 2005 - September 2006
Skills
Enterprise Software, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Program Management, Sales, Sales Management, Sales Operations, Sales Process, Team Leadership, Salesforce.com, Account Management, Marketing, Management, Microsoft Office, Telecommunications, Networking, Direct Sales, Cloud Computing, Cold Calling, Customer Service, Managed Services
Education
Gettysburg College 2008 — 2012
Business Management
Peddie School 2004 — 2008
CenturyLink February 2015 - Present
AT&T April 2013 - January 2015
AT&T August 2012 - April 2013
AT&T June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Catelli Brothers Inc June 2005 - September 2006
Skills
Enterprise Software, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Program Management, Sales, Sales Management, Sales Operations, Sales Process, Team Leadership, Salesforce.com, Account Management, Marketing, Management, Microsoft Office, Telecommunications, Networking, Direct Sales, Cloud Computing, Cold Calling, Customer Service, Managed Services
Education
Gettysburg College 2008 — 2012
Business Management
Peddie School 2004 — 2008
Laura Castrillon's Merrill Lynch Experience August 1999 - August 2000
Job Financial Analyst
Industry Financial Services
Experience
Rodan + Fields Dermatologists / Skin & Beauty Logic June 2015 - Present
McGraw Hill Financial March 2009 - December 2014
McGraw-Hill April 2007 - March 2009
McGraw-Hill May 2005 - April 2007
McGraw-Hill February 2004 - May 2005
McGraw-Hill July 2001 - February 2004
BNY Mellon August 2000 - July 2001
Merrill Lynch August 1999 - August 2000
Skills
Employee Benefits, Lawson HRIS, Lawson General Ledger, Oracle Applications, Remedy Ticketing System, Microsoft Office, MS Project, Sarbanes-Oxley, Financial Audits, Payroll Analysis, Project Planning, Internal Controls, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Human Resources, Consolidation, TM1, Forecasting, Financial Analysis, Financial Modeling, Accounting, General Ledger, Strategic Financial..., Budgets, Cash Flow, Accounts Payable, Managerial Finance
Education
Georgian Court University 2005 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance, 3.92
Seton Hall University 1997 — 1999
Bachelor of Science (B.S.), Accounting, 3.5
Rodan + Fields Dermatologists / Skin & Beauty Logic June 2015 - Present
McGraw Hill Financial March 2009 - December 2014
McGraw-Hill April 2007 - March 2009
McGraw-Hill May 2005 - April 2007
McGraw-Hill February 2004 - May 2005
McGraw-Hill July 2001 - February 2004
BNY Mellon August 2000 - July 2001
Merrill Lynch August 1999 - August 2000
Skills
Employee Benefits, Lawson HRIS, Lawson General Ledger, Oracle Applications, Remedy Ticketing System, Microsoft Office, MS Project, Sarbanes-Oxley, Financial Audits, Payroll Analysis, Project Planning, Internal Controls, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Human Resources, Consolidation, TM1, Forecasting, Financial Analysis, Financial Modeling, Accounting, General Ledger, Strategic Financial..., Budgets, Cash Flow, Accounts Payable, Managerial Finance
Education
Georgian Court University 2005 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance, 3.92
Seton Hall University 1997 — 1999
Bachelor of Science (B.S.), Accounting, 3.5
Nicole Middleton's Merrill Lynch Experience June 2015 - Present
Job Team Financial Advisor at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
CARRIE PRODUCTIONS, INC January 2010 - June 2015
Global Girl Media 2013 - 2014
United Auto Workers July 2013 - July 2013
Long Day Journey June 2012 - July 2012
Sundance Film Festival January 2012 - January 2012
FX Networks 2007 - 2009
Fox Movie Channel 2007 - 2008
Skills
Television, Film Production, Film, Video Production, Blogging, Press Releases, Entertainment, Digital Media, Social Media Marketing, Event Management, Social Media, Producing, Fundraising, SEO, Global Business..., Program Development, Community Organizing, Media Relations, Documentaries, Creative Writing, New Media, Marketing, Financial Planning, Finance, Portfolio Management, Time Value of Money, Salesforce.com
Education
Golden Gate University 2014 — 2017
Master's Degree, Finance and Financial Management Services
University of Southern California 2003 — 2007
BA, English, Communication
Merrill Lynch June 2015 - Present
CARRIE PRODUCTIONS, INC January 2010 - June 2015
Global Girl Media 2013 - 2014
United Auto Workers July 2013 - July 2013
Long Day Journey June 2012 - July 2012
Sundance Film Festival January 2012 - January 2012
FX Networks 2007 - 2009
Fox Movie Channel 2007 - 2008
Skills
Television, Film Production, Film, Video Production, Blogging, Press Releases, Entertainment, Digital Media, Social Media Marketing, Event Management, Social Media, Producing, Fundraising, SEO, Global Business..., Program Development, Community Organizing, Media Relations, Documentaries, Creative Writing, New Media, Marketing, Financial Planning, Finance, Portfolio Management, Time Value of Money, Salesforce.com
Education
Golden Gate University 2014 — 2017
Master's Degree, Finance and Financial Management Services
University of Southern California 2003 — 2007
BA, English, Communication
Ken Gulliver's Merrill Lynch Experience 2004 - 2006
Job Founder Retirement Depot
Industry Computer Software
Experience
Retirement Depot October 2011 - Present
CWMA Nevada October 2006 - 2014
Merrill Lynch 2004 - 2006
Skills
Entrepreneurship, Start-ups, Business Strategy, Venture Capital, Small Business, Strategy, Marketing Strategy, Strategic Planning, Business Development, Investments, New Business Development, Strategic Partnerships
Education
University of Phoenix 2002 — 2004
BSBM
Glendale Community College 2002 — 2002
Retirement Depot October 2011 - Present
CWMA Nevada October 2006 - 2014
Merrill Lynch 2004 - 2006
Skills
Entrepreneurship, Start-ups, Business Strategy, Venture Capital, Small Business, Strategy, Marketing Strategy, Strategic Planning, Business Development, Investments, New Business Development, Strategic Partnerships
Education
University of Phoenix 2002 — 2004
BSBM
Glendale Community College 2002 — 2002
Justin Steele, APMA Justin Steele, APMA's Merrill Lynch Experience January 2008 - June 2010
Job Northern NJ Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group January 2013 - Present
Janus Capital Group June 2010 - December 2012
Merrill Lynch January 2008 - June 2010
FirstBank January 2006 - December 2007
Education
Gettysburg College 1999 — 2003
Bachelor of Arts, Economics
Middlebury College 2001 — 2001
Japanese Language and Literature
関西外国語大学 / Kansai Gaidai University 2001 — 2001
Economics & Japanese
Janus Capital Group January 2013 - Present
Janus Capital Group June 2010 - December 2012
Merrill Lynch January 2008 - June 2010
FirstBank January 2006 - December 2007
Education
Gettysburg College 1999 — 2003
Bachelor of Arts, Economics
Middlebury College 2001 — 2001
Japanese Language and Literature
関西外国語大学 / Kansai Gaidai University 2001 — 2001
Economics & Japanese
Montell Currin Jr Montell Currin Jr's Merrill Lynch Experience February 1981 - March 1992
Job Financial Literacy Tutor
Industry Financial Services
Experience
Alameda Mortgage Corporation est. 1968 October 2014 - December 2014
Holmgren & Associates March 2013 - October 2014
Montell Currin Jr September 2011 - March 2013
Inter-City Services, Inc. (ICS) June 2007 - September 2011
Toastmasters International February 2008 - June 2010
Home Loan Experts ( Purchased by Wells Fargo Bank ) August 2005 - February 2006
New Century Mortgage May 2000 - April 2005
Retirement Plans of American June 1995 - March 2000
Prudential Financial June 1992 - February 1994
Merrill Lynch February 1981 - March 1992
Skills
Telephone sales, Stock Picking, Building Relationships, Communication Skills, Marketing, Telemarketing, Small Business, Leadership, Training, Retirement Planning, Loans, Refinance, FHA, Sales, Business Planning, Management
Education
Golden Gate University 1990 — 1992
CFP
Saginaw Valley State University - College of Business and Management 1976 — 1978
BBA, Finance and Economics, B
Alameda Mortgage Corporation est. 1968 October 2014 - December 2014
Holmgren & Associates March 2013 - October 2014
Montell Currin Jr September 2011 - March 2013
Inter-City Services, Inc. (ICS) June 2007 - September 2011
Toastmasters International February 2008 - June 2010
Home Loan Experts ( Purchased by Wells Fargo Bank ) August 2005 - February 2006
New Century Mortgage May 2000 - April 2005
Retirement Plans of American June 1995 - March 2000
Prudential Financial June 1992 - February 1994
Merrill Lynch February 1981 - March 1992
Skills
Telephone sales, Stock Picking, Building Relationships, Communication Skills, Marketing, Telemarketing, Small Business, Leadership, Training, Retirement Planning, Loans, Refinance, FHA, Sales, Business Planning, Management
Education
Golden Gate University 1990 — 1992
CFP
Saginaw Valley State University - College of Business and Management 1976 — 1978
BBA, Finance and Economics, B
Jason Shemtob Jason Shemtob's Merrill Lynch Experience May 2012 - August 2012
Job Proxy Analyst at Glass, Lewis & Co.
Industry Financial Services
Experience
Glass, Lewis & Co. September 2013 - Present
Jewish Helping Hands June 2013 - Present
FXCM January 2013 - May 2013
Golden Gate University August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
RegentAtlantic Capital, LLC May 2012 - August 2012
Stratagem Partnering Inc. March 2012 - May 2012
AmeriCorps September 2010 - August 2011
Skills
CFA Level 1, Excel, Public Speaking, Microsoft Office, PowerPoint, Research, Microsoft Word, Data Analysis, Access, Team Leadership, Fundamental Analysis, Microsoft Excel, Chartered Financial..., Analysis, Leadership, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Finance, Corporate Finance, Valuation, Accounting, Risk Management, Economics, Bloomberg, Time Management, Mergers & Acquisitions, Teamwork, Auditing, Financial Accounting, Budgets, Nonprofits, Forecasting, Financial Reporting, Strategic Planning, Business Analysis, Spanish, Teaching, Managerial Finance, Market Research, Management, Strategic Financial..., Program Management, Business Planning
Education
Golden Gate University 2011 — 2013
Masters, Investment Finance
Syracuse University 2006 — 2010
B.S. in Psychology, Psychology, Numerous Liberal Arts
Glass, Lewis & Co. September 2013 - Present
Jewish Helping Hands June 2013 - Present
FXCM January 2013 - May 2013
Golden Gate University August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
RegentAtlantic Capital, LLC May 2012 - August 2012
Stratagem Partnering Inc. March 2012 - May 2012
AmeriCorps September 2010 - August 2011
Skills
CFA Level 1, Excel, Public Speaking, Microsoft Office, PowerPoint, Research, Microsoft Word, Data Analysis, Access, Team Leadership, Fundamental Analysis, Microsoft Excel, Chartered Financial..., Analysis, Leadership, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Finance, Corporate Finance, Valuation, Accounting, Risk Management, Economics, Bloomberg, Time Management, Mergers & Acquisitions, Teamwork, Auditing, Financial Accounting, Budgets, Nonprofits, Forecasting, Financial Reporting, Strategic Planning, Business Analysis, Spanish, Teaching, Managerial Finance, Market Research, Management, Strategic Financial..., Program Management, Business Planning
Education
Golden Gate University 2011 — 2013
Masters, Investment Finance
Syracuse University 2006 — 2010
B.S. in Psychology, Psychology, Numerous Liberal Arts
Eric Schlaefer's Merrill Lynch Experience 2003 - 2010
Job Managing Director Head of N.Y. Equity Sales Trading at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities June 2013 - Present
Nomura Securities 2010 - 2012
Merrill Lynch 2003 - 2010
Citi 1990 - 2003
Skills
Equity Sales Trading, Client Relationship..., Client Development, Trading Analytics, Institutional Account..., Equities, Trading, CRM, Electronic Trading
Education
Gettysburg College
Bachelor of Arts (BA), Economics
Wedbush Securities June 2013 - Present
Nomura Securities 2010 - 2012
Merrill Lynch 2003 - 2010
Citi 1990 - 2003
Skills
Equity Sales Trading, Client Relationship..., Client Development, Trading Analytics, Institutional Account..., Equities, Trading, CRM, Electronic Trading
Education
Gettysburg College
Bachelor of Arts (BA), Economics
Nicole A. Ralph's Merrill Lynch Experience May 2004 - February 2011
Job FinTech | New Markets | Strategy | Market Research | Global Financial Product Innovation | MBA Candidate 2016
Industry Information Technology and Services
Experience
Innovation Consulting Group November 2014 - Present
RBC Wealth Management March 2013 - November 2014
International Professionals, Inc April 2005 - December 2013
RBC Wealth Management February 2011 - March 2013
Merrill Lynch May 2004 - February 2011
Strong Investment Corporation February 2003 - March 2004
Kent Consultancy, LLC September 2000 - February 2003
Redmayne Bentley February 2000 - September 2000
Skills
Investments, Entrepreneurship, Leadership, Strategic Financial..., Start-ups, Finance, Sales, Financial Planning, Strategy, International Business, Marketing, Venture Capital, International Joint..., Private Equity, Cross Cultural..., Sales Management, Strategic Sales Plans, New Business Development, Business Management, Influential Communicator, International..., Project Management, Greenfield Projects, Certified Financial..., Management, Business Development, Business Planning, Consulting, Strategic Planning, Retirement Planning
Education
University of Wisconsin-Madison - School of Business 2014 — 2016
Executive MBA, Business Administration and Management, General, 3.85
University of Wisconsin-Madison 2014 — 2014
MBA
Goldsmiths, University of London 1995 — 1999
BSc, Anthropology, 2:1
Innovation Consulting Group November 2014 - Present
RBC Wealth Management March 2013 - November 2014
International Professionals, Inc April 2005 - December 2013
RBC Wealth Management February 2011 - March 2013
Merrill Lynch May 2004 - February 2011
Strong Investment Corporation February 2003 - March 2004
Kent Consultancy, LLC September 2000 - February 2003
Redmayne Bentley February 2000 - September 2000
Skills
Investments, Entrepreneurship, Leadership, Strategic Financial..., Start-ups, Finance, Sales, Financial Planning, Strategy, International Business, Marketing, Venture Capital, International Joint..., Private Equity, Cross Cultural..., Sales Management, Strategic Sales Plans, New Business Development, Business Management, Influential Communicator, International..., Project Management, Greenfield Projects, Certified Financial..., Management, Business Development, Business Planning, Consulting, Strategic Planning, Retirement Planning
Education
University of Wisconsin-Madison - School of Business 2014 — 2016
Executive MBA, Business Administration and Management, General, 3.85
University of Wisconsin-Madison 2014 — 2014
MBA
Goldsmiths, University of London 1995 — 1999
BSc, Anthropology, 2:1
Paul Witwer, CFP® Paul Witwer, CFP®'s Merrill Lynch Experience August 2004 - March 2006
Job Principal at Voyage Wealth Management
Industry Investment Management
Experience
Voyage Wealth Management July 2013 - Present
Exploring America April 2009 - July 2013
Bell Investment Advisors, Inc. March 2006 - April 2009
Merrill Lynch August 2004 - March 2006
Charles Schwab September 2003 - August 2004
Morgan Stanley January 1995 - September 2003
Skills
Wealth Management, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Strategic Financial..., Investments
Education
Golden Gate University 2008 — 2010
Financial Planning and Taxation
The American College 2001 — 2003
Financial Planning
University of Kansas 1976 — 1980
Bachelor of Science (B.S.), Journalism
Voyage Wealth Management July 2013 - Present
Exploring America April 2009 - July 2013
Bell Investment Advisors, Inc. March 2006 - April 2009
Merrill Lynch August 2004 - March 2006
Charles Schwab September 2003 - August 2004
Morgan Stanley January 1995 - September 2003
Skills
Wealth Management, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Strategic Financial..., Investments
Education
Golden Gate University 2008 — 2010
Financial Planning and Taxation
The American College 2001 — 2003
Financial Planning
University of Kansas 1976 — 1980
Bachelor of Science (B.S.), Journalism
Cynthia Armstrong Cynthia Armstrong's Merrill Lynch Experience September 1985 - December 1993
Job Oklahoma State Director at The Humane Society of the United States
Industry Nonprofit Organization Management
Experience
The Humane Society of the United States 2005 - Present
The Humane Society of the United States January 2002 - December 2004
Prudential Financial January 1994 - July 2001
Merrill Lynch September 1985 - December 1993
Education
Golden Gate University
Master of Business Administration (MBA), Finance, General
The University of Oklahoma
Bachelor of Fine Arts (B.F.A.), Ballet
Stephens College
The Humane Society of the United States 2005 - Present
The Humane Society of the United States January 2002 - December 2004
Prudential Financial January 1994 - July 2001
Merrill Lynch September 1985 - December 1993
Education
Golden Gate University
Master of Business Administration (MBA), Finance, General
The University of Oklahoma
Bachelor of Fine Arts (B.F.A.), Ballet
Stephens College
Mike Gaffney Mike Gaffney's Merrill Lynch Experience 2000 - 2009
Job Tax Partner, Banking & Capital Markets at PwC
Industry Accounting
Experience
PwC 2009 - Present
Merrill Lynch 2000 - 2009
Bear Stearns 1989 - 2000
PwC 1987 - 1989
Skills
Tax Advisory, Financial Reporting, Accounting, GAAP, Securities, Tax, Auditing, Corporate Tax, International Tax, IFRS, Sarbanes-Oxley Act, SEC filings, Equities, Tax Law, Internal Controls, Financial Services, Transfer Pricing, Hedge Funds, Tax Accounting, Investment Banking, Income Tax, Financial Accounting, Due Diligence
Education
Golden Gate University
Master of Science (MS), Taxation
Pace University
Bachelor of Business Administration (BBA), Acounting & Taxation
PwC 2009 - Present
Merrill Lynch 2000 - 2009
Bear Stearns 1989 - 2000
PwC 1987 - 1989
Skills
Tax Advisory, Financial Reporting, Accounting, GAAP, Securities, Tax, Auditing, Corporate Tax, International Tax, IFRS, Sarbanes-Oxley Act, SEC filings, Equities, Tax Law, Internal Controls, Financial Services, Transfer Pricing, Hedge Funds, Tax Accounting, Investment Banking, Income Tax, Financial Accounting, Due Diligence
Education
Golden Gate University
Master of Science (MS), Taxation
Pace University
Bachelor of Business Administration (BBA), Acounting & Taxation
Bill Peters Bill Peters's Merrill Lynch Experience 1995 - 1997
Job Office Tenant Representative
Industry Commercial Real Estate
Experience
JLL July 2014 - Present
JLL July 2008 - June 2014
The Staubach Company September 1997 - June 2008
Real Media April 2000 - January 2001
Merrill Lynch 1995 - 1997
Lebenthal & Co. 1991 - 1995
Drexel Burnham Lambert October 1987 - February 1990
Skills
Start-ups, Business Planning, Commercial Real Estate, Corporate Real Estate, Disposition, Tenant Representation, Location Intelligence, Lease Negotiations, Tenant, Brokerage, Due Diligence, Real Estate Transactions, Business Development, Hedge Funds, Real Estate, Mergers, Leases, Contract Negotiation, Negotiation
Education
Gettysburg College 1983 — 1987
BA, Business/Economics
Garden City High School 1979 — 1983
JLL July 2014 - Present
JLL July 2008 - June 2014
The Staubach Company September 1997 - June 2008
Real Media April 2000 - January 2001
Merrill Lynch 1995 - 1997
Lebenthal & Co. 1991 - 1995
Drexel Burnham Lambert October 1987 - February 1990
Skills
Start-ups, Business Planning, Commercial Real Estate, Corporate Real Estate, Disposition, Tenant Representation, Location Intelligence, Lease Negotiations, Tenant, Brokerage, Due Diligence, Real Estate Transactions, Business Development, Hedge Funds, Real Estate, Mergers, Leases, Contract Negotiation, Negotiation
Education
Gettysburg College 1983 — 1987
BA, Business/Economics
Garden City High School 1979 — 1983
Hallee Viniotis Hallee Viniotis's Merrill Lynch Experience 1984 - 2007
Job Hallee Viniotis Music Studio Piano, Voice, Theory & Composition
Industry Music
Experience
Hallee Viniotis Music Studio 1980 - Present
Broadway Bound Children's Theatre 2012 - Present
Kindermusik International October 2012 - Present
Bellevue School District 2005 - October 2012
Moran Knobel 2008 - 2011
Merrill Lynch 1984 - 2007
Skills
Public Speaking, Music Education, Customer Service, Non-profits, Teaching, Event Planning, Curriculum Design, Music, Budgets, Singing, Fundraising, Music Theory, Classroom, Piano, Research, Social Networking, Piano Playing, Piano Education, Vocal Instruction, Vocal Coaching, Vocalist, Musical Direction, accompanist, Editing, Orchestral Music, Theatre, Musical Theatre, Nonprofits, Performing Arts, Choral
Education
Seattle Pacific University 1976 — 1979
B.A., Music
Golden West College 1975 — 1976
One Year of study, Music & General Studies
Western High School
Hallee Viniotis Music Studio 1980 - Present
Broadway Bound Children's Theatre 2012 - Present
Kindermusik International October 2012 - Present
Bellevue School District 2005 - October 2012
Moran Knobel 2008 - 2011
Merrill Lynch 1984 - 2007
Skills
Public Speaking, Music Education, Customer Service, Non-profits, Teaching, Event Planning, Curriculum Design, Music, Budgets, Singing, Fundraising, Music Theory, Classroom, Piano, Research, Social Networking, Piano Playing, Piano Education, Vocal Instruction, Vocal Coaching, Vocalist, Musical Direction, accompanist, Editing, Orchestral Music, Theatre, Musical Theatre, Nonprofits, Performing Arts, Choral
Education
Seattle Pacific University 1976 — 1979
B.A., Music
Golden West College 1975 — 1976
One Year of study, Music & General Studies
Western High School
Agnes Pomykala Agnes Pomykala's Merrill Lynch Experience May 2012 - November 2012
Job Yield Management Analyst II at Alaska Airlines
Industry Airlines/Aviation
Experience
Alaska Airlines August 2014 - Present
Alaska Airlines June 2013 - July 2014
Gonzaga University May 2012 - December 2012
Merrill Lynch May 2012 - November 2012
Knez Building Materials, Co. March 2011 - August 2011
The Oregon Clinic May 2009 - August 2010
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (BBA), Economics and Finance
Gresham High School 2005 — 2009
Alaska Airlines August 2014 - Present
Alaska Airlines June 2013 - July 2014
Gonzaga University May 2012 - December 2012
Merrill Lynch May 2012 - November 2012
Knez Building Materials, Co. March 2011 - August 2011
The Oregon Clinic May 2009 - August 2010
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (BBA), Economics and Finance
Gresham High School 2005 — 2009
Todd Monastero Todd Monastero's Merrill Lynch Experience September 2009 - November 2010
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
Kyle DeBlois Kyle DeBlois's Merrill Lynch Experience October 2012 - April 2013
Job Data Analyst at Bloomberg LP
Industry Higher Education
Experience
Bloomberg LP February 2014 - Present
Renew Jersey Stronger June 2013 - September 2013
Merrill Lynch October 2012 - April 2013
Gettysburg College 2008 - 2012
Skills
SPSS, GIS, Microsoft Office Suite, Intermediate French, Management, PowerPoint, Community Outreach, Microsoft Excel, Microsoft Word, Facebook, Social Media, Social Networking
Education
Gettysburg College 2008 — 2012
Bachelor's degree, Management, Business, and Environmental Studies
Danish International School 2011 — 2011
International Business
Princeton Highschool 2004 — 2008
Bloomberg LP February 2014 - Present
Renew Jersey Stronger June 2013 - September 2013
Merrill Lynch October 2012 - April 2013
Gettysburg College 2008 - 2012
Skills
SPSS, GIS, Microsoft Office Suite, Intermediate French, Management, PowerPoint, Community Outreach, Microsoft Excel, Microsoft Word, Facebook, Social Media, Social Networking
Education
Gettysburg College 2008 — 2012
Bachelor's degree, Management, Business, and Environmental Studies
Danish International School 2011 — 2011
International Business
Princeton Highschool 2004 — 2008
Cindy Thanamangmee Cindy Thanamangmee's Merrill Lynch Experience December 2009 - April 2010
Job Tax Consultant at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2013 - Present
William H. Hinton, CPA January 2011 - August 2011
Merrill Lynch December 2009 - April 2010
Skills
Time Management, Accounting, Financial Analysis, Microsoft Office, Financial Reporting, Auditing, GAAP, Microsoft Excel, QuickBooks, Management, Income Tax, Financial Modeling, Outlook
Education
Golden Gate University 2011 — 2013
Master Degree, MS Taxation
Seattle University 2008 — 2010
Bachelor of Arts, Accounting
Bellevue College 2006 — 2008
Bachelor of Arts, Business Administrative
Grant Thornton LLP January 2013 - Present
William H. Hinton, CPA January 2011 - August 2011
Merrill Lynch December 2009 - April 2010
Skills
Time Management, Accounting, Financial Analysis, Microsoft Office, Financial Reporting, Auditing, GAAP, Microsoft Excel, QuickBooks, Management, Income Tax, Financial Modeling, Outlook
Education
Golden Gate University 2011 — 2013
Master Degree, MS Taxation
Seattle University 2008 — 2010
Bachelor of Arts, Accounting
Bellevue College 2006 — 2008
Bachelor of Arts, Business Administrative
Yanli Guerzon Yanli Guerzon's Merrill Lynch Experience October 1997 - February 2002
Job Field Energy Specialist at Solar City
Industry Renewables & Environment
Experience
Solar City September 2015 - Present
Kaizen Tea July 2012 - May 2013
JGuerzonPictorials January 2011 - June 2012
Williams-Sonoma, Inc. September 2011 - April 2012
Merrill Lynch October 1997 - February 2002
Citibank International March 1993 - October 1997
Skills
Sales Presentations, Negotiation, International Marketing, Project Management, Public Speaking, Customer Service, Creative Writing, Problem Solving, Risk Management, Credit Analysis
Education
Golden Gate University 1992 — 2010
Master of Business Administration (MBA), International Business/Trade/Commerce
San Francisco State University 1984 — 1988
Bachelor of Science (BS), Marketing Research & Computer Information Services
Solar City September 2015 - Present
Kaizen Tea July 2012 - May 2013
JGuerzonPictorials January 2011 - June 2012
Williams-Sonoma, Inc. September 2011 - April 2012
Merrill Lynch October 1997 - February 2002
Citibank International March 1993 - October 1997
Skills
Sales Presentations, Negotiation, International Marketing, Project Management, Public Speaking, Customer Service, Creative Writing, Problem Solving, Risk Management, Credit Analysis
Education
Golden Gate University 1992 — 2010
Master of Business Administration (MBA), International Business/Trade/Commerce
San Francisco State University 1984 — 1988
Bachelor of Science (BS), Marketing Research & Computer Information Services
Cal Daniels Cal Daniels's Merrill Lynch Experience June 2010 - October 2012
Job Nationstar DBA Greenlight Loans
Industry Financial Services
Experience
Greenlight Financial Services April 2013 - Present
Ladera Lending October 2012 - February 2013
Merrill Lynch June 2010 - October 2012
Lending Tree March 2010 - June 2010
GMAC Mortgage dba Ditech.com January 2009 - February 2010
AGA March 2008 - January 2009
Mass Mutual Insurance March 2008 - January 2009
Option One Mortgage July 2004 - February 2008
GMAC dba Ditech.com February 2000 - July 2004
first plus April 1998 - October 1998
Skills
Mortgage, Mortgage Lending, Financial Advisory, Loans, Asset Allocation, Asset Management, Banking, Credit, Credit Analysis, FHA, Finance, Financial Services, Fixed Annuities, Investment Properties, Investments, Loan Origination, Mortgage Banking, Portfolio Management, Real Estate, Refinance, Residential Mortgages, Retirement, Retirement Planning, Risk Management, Series 63, Series 7, Strategic Financial..., Underwriting, VA loans, Wealth Management
Education
University of Tennessee at Martin 1994 — 1998
bs, mathematics
Golden West College 1992 — 1994
La Quinta High School 1988 — 1992
Greenlight Financial Services April 2013 - Present
Ladera Lending October 2012 - February 2013
Merrill Lynch June 2010 - October 2012
Lending Tree March 2010 - June 2010
GMAC Mortgage dba Ditech.com January 2009 - February 2010
AGA March 2008 - January 2009
Mass Mutual Insurance March 2008 - January 2009
Option One Mortgage July 2004 - February 2008
GMAC dba Ditech.com February 2000 - July 2004
first plus April 1998 - October 1998
Skills
Mortgage, Mortgage Lending, Financial Advisory, Loans, Asset Allocation, Asset Management, Banking, Credit, Credit Analysis, FHA, Finance, Financial Services, Fixed Annuities, Investment Properties, Investments, Loan Origination, Mortgage Banking, Portfolio Management, Real Estate, Refinance, Residential Mortgages, Retirement, Retirement Planning, Risk Management, Series 63, Series 7, Strategic Financial..., Underwriting, VA loans, Wealth Management
Education
University of Tennessee at Martin 1994 — 1998
bs, mathematics
Golden West College 1992 — 1994
La Quinta High School 1988 — 1992
Jack Adolph Jack Adolph's Merrill Lynch Experience September 2006 - March 2009
Job Financial Advisor with SWS Financial Services
Industry Financial Services
Experience
N/A January 2009 - Present
SWS Finance 2009 - 2012
Merrill Lynch September 2006 - March 2009
A.G. Edwards May 2003 - September 2006
Skills
Retirement Planning, Estate Planning, Finance, Sales, Portfolio Management, Securities, Financial Advisory, Small Business, Wealth Management, Strategic Planning, Investments, Management Consulting, Asset Management, Wealth
Education
Golden Gate University 1984 — 1985
Master of Business Administration (M.B.A.), Financial Planning and Services
United States Naval Academy 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Mathematics
N/A January 2009 - Present
SWS Finance 2009 - 2012
Merrill Lynch September 2006 - March 2009
A.G. Edwards May 2003 - September 2006
Skills
Retirement Planning, Estate Planning, Finance, Sales, Portfolio Management, Securities, Financial Advisory, Small Business, Wealth Management, Strategic Planning, Investments, Management Consulting, Asset Management, Wealth
Education
Golden Gate University 1984 — 1985
Master of Business Administration (M.B.A.), Financial Planning and Services
United States Naval Academy 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Mathematics
Katherine Dean Katherine Dean's Merrill Lynch Experience 2000 - 2004
Job Senior Vice President, Managing Director, Wealth Planning at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2004 - Present
Merrill Lynch 2000 - 2004
Frank, Rimerman + Co. LLP August 2001 - June 2002
Merrill Lynch February 2000 - August 2001
Yeske Buie 1998 - 2000
Strategic Capital Management 1996 - 1998
Skills
Series 7, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Wealth Management..., Estate Planning, Investments, High Net Worth..., Wealth, Investment Management, Financial Services, Financial Planners
Education
Golden Gate University 1999 — 2001
MS, Taxation
Valparaiso University 1992 — 1996
BS, Finance
Wells Fargo Bank June 2004 - Present
Merrill Lynch 2000 - 2004
Frank, Rimerman + Co. LLP August 2001 - June 2002
Merrill Lynch February 2000 - August 2001
Yeske Buie 1998 - 2000
Strategic Capital Management 1996 - 1998
Skills
Series 7, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Wealth Management..., Estate Planning, Investments, High Net Worth..., Wealth, Investment Management, Financial Services, Financial Planners
Education
Golden Gate University 1999 — 2001
MS, Taxation
Valparaiso University 1992 — 1996
BS, Finance
William Northrop William Northrop's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry
Experience
Merrill Lynch June 2015 - Present
John Hancock Financial Services May 2014 - Present
Starboard Capital Partners January 2014 - January 2014
Manhattan Labs June 2013 - August 2013
RFGAssociates May 2012 - August 2012
The Inn at Newtown June 2011 - January 2012
Chris Symes Landscaping LLC June 2011 - August 2011
Skills
Proficient in written..., Microsoft Office Suite, Excellent writing,..., Project Oversight
Education
Gettysburg College 2011 — 2015
Bachelor’s Degree, Economics, Spanish, Business
International University Seville 2013 — 2013
Spanish, Economics
Merrill Lynch June 2015 - Present
John Hancock Financial Services May 2014 - Present
Starboard Capital Partners January 2014 - January 2014
Manhattan Labs June 2013 - August 2013
RFGAssociates May 2012 - August 2012
The Inn at Newtown June 2011 - January 2012
Chris Symes Landscaping LLC June 2011 - August 2011
Skills
Proficient in written..., Microsoft Office Suite, Excellent writing,..., Project Oversight
Education
Gettysburg College 2011 — 2015
Bachelor’s Degree, Economics, Spanish, Business
International University Seville 2013 — 2013
Spanish, Economics
Keith Virnoche Keith Virnoche's Merrill Lynch Experience May 1984 - Present
Job The Virnoche Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1984 - Present
Skills
Wealth Management, Investment Advisory, Investments, Certified Financial..., Personal Financial..., Portfolio Management, Retirement Planning, Alternative Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Management, Series 7, Financial Analysis
Education
Golden Gate University 2001 — 2006
MS, Financial Planning
University of Evansville 1974 — 1976
MBA, Economics and Marketing
University of Wisconsin-Madison 1970 — 1974
BS, Psychology
Roncalli High School 1966 — 1970
Merrill Lynch May 1984 - Present
Skills
Wealth Management, Investment Advisory, Investments, Certified Financial..., Personal Financial..., Portfolio Management, Retirement Planning, Alternative Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Management, Series 7, Financial Analysis
Education
Golden Gate University 2001 — 2006
MS, Financial Planning
University of Evansville 1974 — 1976
MBA, Economics and Marketing
University of Wisconsin-Madison 1970 — 1974
BS, Psychology
Roncalli High School 1966 — 1970
Justin Baldwin Justin Baldwin's Merrill Lynch Experience 1970 - 1973
Job Proprietor at JUSTIN Winery
Industry Farming
Experience
JUSTIN Winery Founder JUSTIN Vineyards & WineryParamount Farming Company1981 - Present
Roll Law Group PC 1981 - Present
FIJI Water/Justin Wine/Landmark Wine 1981 - Present
Union Bank 1973 - 1985
Merrill Lynch 1970 - 1973
Skills
Chartered Financial..., Alcoholic Beverages, Vineyard, Wine Tasting, Food, Social Media Marketing, Wineries, Food & Beverage, Hospitality, Winemaking, Wine, Brand Development, Financial Modeling, Budgets, Portfolio Management, Beer, Food Pairing, Viticulture, Beverage Industry, Valuation, Restaurants, Private Equity, Event Management
Education
Stanford Graduate School of Business 1978 — 1979
Golden Gate University 1973 — 1975
MBA, Finance
San Jose State University 1964 — 1969
BS, Bio Science
JUSTIN Winery Founder JUSTIN Vineyards & WineryParamount Farming Company1981 - Present
Roll Law Group PC 1981 - Present
FIJI Water/Justin Wine/Landmark Wine 1981 - Present
Union Bank 1973 - 1985
Merrill Lynch 1970 - 1973
Skills
Chartered Financial..., Alcoholic Beverages, Vineyard, Wine Tasting, Food, Social Media Marketing, Wineries, Food & Beverage, Hospitality, Winemaking, Wine, Brand Development, Financial Modeling, Budgets, Portfolio Management, Beer, Food Pairing, Viticulture, Beverage Industry, Valuation, Restaurants, Private Equity, Event Management
Education
Stanford Graduate School of Business 1978 — 1979
Golden Gate University 1973 — 1975
MBA, Finance
San Jose State University 1964 — 1969
BS, Bio Science
Jesse Gemberling-Johnson Jesse Gemberling-Johnson's Merrill Lynch Experience June 2008 - December 2008
Job Turner Construction Company
Industry Construction
Experience
Turner Construction Company August 2015 - Present
Binswanger May 2014 - Present
United States Marine Corps January 2009 - December 2013
Merrill Lynch June 2008 - December 2008
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Government, Leadership Development, Logistics, Microsoft Office, Operations Management, Supervisory Skills, Military Operations, Military, Operational Planning, Command, Military Experience, DoD, Tactics, Program Management, Afghanistan, Combat
Education
Gettysburg College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Turner Construction Company August 2015 - Present
Binswanger May 2014 - Present
United States Marine Corps January 2009 - December 2013
Merrill Lynch June 2008 - December 2008
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Government, Leadership Development, Logistics, Microsoft Office, Operations Management, Supervisory Skills, Military Operations, Military, Operational Planning, Command, Military Experience, DoD, Tactics, Program Management, Afghanistan, Combat
Education
Gettysburg College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Damon Liang, CAIA, M.S. Damon Liang, CAIA, M.S.'s Merrill Lynch Experience March 2005 - June 2009
Job Investment Consultant
Industry Financial Services
Experience
Scottrade, Inc. February 2012 - Present
Independent January 2010 - February 2012
Prudential Financial July 2009 - January 2010
Merrill Lynch March 2005 - June 2009
AEGON Americas February 2004 - February 2005
Skills
Equities, Fixed Income, Investments, Derivatives, Portfolio Management, Bloomberg, Fundamental Analysis, Microsoft Excel, Analysis, Financial Analysis, Financial Modeling, Equity Valuation, Mergers & Acquisitions, Trading, Valuation, Corporate Finance, Finance, Securities, Options, Mutual Funds, Financial Services, Alternative Investments, Strategic Financial..., Commodity, Financial Planning
Education
CFA Institute
CFA, Financial Analysis
CAIA Association 2012 — 2014
CAIA, Financial, Alternative Investment
Golden Gate University
M.S. in Finance, Investment Management
San Francisco State University
B.S, International Business; Finance
Scottrade, Inc. February 2012 - Present
Independent January 2010 - February 2012
Prudential Financial July 2009 - January 2010
Merrill Lynch March 2005 - June 2009
AEGON Americas February 2004 - February 2005
Skills
Equities, Fixed Income, Investments, Derivatives, Portfolio Management, Bloomberg, Fundamental Analysis, Microsoft Excel, Analysis, Financial Analysis, Financial Modeling, Equity Valuation, Mergers & Acquisitions, Trading, Valuation, Corporate Finance, Finance, Securities, Options, Mutual Funds, Financial Services, Alternative Investments, Strategic Financial..., Commodity, Financial Planning
Education
CFA Institute
CFA, Financial Analysis
CAIA Association 2012 — 2014
CAIA, Financial, Alternative Investment
Golden Gate University
M.S. in Finance, Investment Management
San Francisco State University
B.S, International Business; Finance
Brenda McNorton Brenda McNorton's Merrill Lynch Experience 1989 - 1991
Job Film distribution and management professional. Certified Equine Massage Therapist
Industry Entertainment
Experience
Flowing Mane Massage September 2013 - Present
The Walt Disney Studios 2010 - Present
The Walt Disney Company January 1991 - June 2013
Merrill Lynch 1989 - 1991
Gibraltar Savings 1982 - 1989
Skills
Post Production, Film, Entertainment, Cross-functional..., Process Improvement, Project Coordination, Film Production, Localization, Management, Production Managment, Digital Distribution, Training, Quality Assurance, Digital Video, Digital Asset Management, HD Video, Digital Media, Television, Video, Sound
Education
Glendale Community College 1980 — 1982
Business Administration and Management, General
Flowing Mane Massage September 2013 - Present
The Walt Disney Studios 2010 - Present
The Walt Disney Company January 1991 - June 2013
Merrill Lynch 1989 - 1991
Gibraltar Savings 1982 - 1989
Skills
Post Production, Film, Entertainment, Cross-functional..., Process Improvement, Project Coordination, Film Production, Localization, Management, Production Managment, Digital Distribution, Training, Quality Assurance, Digital Video, Digital Asset Management, HD Video, Digital Media, Television, Video, Sound
Education
Glendale Community College 1980 — 1982
Business Administration and Management, General
Barbara Lagarto Barbara Lagarto's Merrill Lynch Experience October 2005 - November 2012
Job Senior Registered Client Associate
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Merrill Lynch October 2005 - November 2012
Completely Organized January 2000 - August 2010
Wachovia Securities 2005 - 2005
Chuck's Steakhouse 2000 - 2005
Perfect Type March 1993 - May 2000
Education
Gibbs College 1980 — 1981
Executive Secretary
Danbury High School 1977 — 1980
UBS Financial Services Inc. November 2012 - Present
Merrill Lynch October 2005 - November 2012
Completely Organized January 2000 - August 2010
Wachovia Securities 2005 - 2005
Chuck's Steakhouse 2000 - 2005
Perfect Type March 1993 - May 2000
Education
Gibbs College 1980 — 1981
Executive Secretary
Danbury High School 1977 — 1980
Tom Duffy Tom Duffy's Merrill Lynch Experience September 1990 - March 2007
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
T.P. Duffy Research & Consulting LLC March 2007 - July 2011
University of Utah, David Eccles School of Business August 2007 - November 2008
Merrill Lynch September 1990 - March 2007
Shearson Lehman July 1987 - September 1990
Standard & Poor's August 1982 - July 1987
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance / International Business
Gettysburg College 1978 — 1982
BA, Business
Morgan Stanley Wealth Management July 2011 - Present
T.P. Duffy Research & Consulting LLC March 2007 - July 2011
University of Utah, David Eccles School of Business August 2007 - November 2008
Merrill Lynch September 1990 - March 2007
Shearson Lehman July 1987 - September 1990
Standard & Poor's August 1982 - July 1987
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance / International Business
Gettysburg College 1978 — 1982
BA, Business
Stephanie DeBlassio's Merrill Lynch Experience November 2004 - April 2008
Job Vice President, Bank of America
Industry Financial Services
Experience
Bank of America May 2009 - Present
Deutsche Bank August 2008 - January 2009
Merrill Lynch November 2004 - April 2008
Covance January 1995 - November 2004
Hill Wallack January 1994 - January 1995
Stark & Stark January 1990 - January 1994
Skills
Business Analysis, Vendor Management, SDLC, Change Management, Process Improvement, Business Process..., Marketing, Cross-functional Team..., Project Management, Leadership, Project Portfolio..., Risk Management, Strategy, IT Strategy, PMO, Program Management
Education
Rider University 1995 — 1999
Bachelor of Arts, Liberal Studies, Minor Business Administration
Golden Gate University 1988 — 1990
Associate of Arts, Business Administration
Bank of America May 2009 - Present
Deutsche Bank August 2008 - January 2009
Merrill Lynch November 2004 - April 2008
Covance January 1995 - November 2004
Hill Wallack January 1994 - January 1995
Stark & Stark January 1990 - January 1994
Skills
Business Analysis, Vendor Management, SDLC, Change Management, Process Improvement, Business Process..., Marketing, Cross-functional Team..., Project Management, Leadership, Project Portfolio..., Risk Management, Strategy, IT Strategy, PMO, Program Management
Education
Rider University 1995 — 1999
Bachelor of Arts, Liberal Studies, Minor Business Administration
Golden Gate University 1988 — 1990
Associate of Arts, Business Administration
Gregg Siefert Gregg Siefert's Merrill Lynch Experience 1999 - 2000
Job Vice President, Human Resources
Industry Human Resources
Experience
Wedgewood Pharmacy 2012 - Present
Shionogi Inc. 2008 - 2011
Genta Incorporated 2000 - 2008
Merrill Lynch 1999 - 2000
Goodrich 1998 - 1999
Pfizer - Howmedica (Medical Technology Group) 1991 - 1998
Skills
Compensation, Leadership Development, Talent Management, Talent Acquisition, Employee Benefits, Employee/Labor Relations, Change Management, Board Level, Deferred Compensation, Employee Relations, Labor Relations, Recruiting, Human Resources, Workforce Planning, Employment Law, Coaching, Leadership, Employee Engagement, Program Management, Strategy, Management, Onboarding, Start-ups, Personnel Management, Project Management, Training, Benefits Administration, Organizational Design, Technical Recruiting, Cross-functional Team..., Process Improvement, Six Sigma, Executive Coaching, Executive Search, Sourcing, Negotiation, Temporary Placement, Applicant Tracking..., HR Consulting, Vendor Management, Interviews, Employee Training, Organizational..., College Recruiting, HR Policies, Incentive Programs, Succession Planning, New Hire Orientations, HR Transformation, Executive Pay
Education
Gettysburg College
BA, Liberal Arts Program: Major: Psychology
New York University
Master's Degree, Personnel Psychology (I/O Psychology Program)
Wedgewood Pharmacy 2012 - Present
Shionogi Inc. 2008 - 2011
Genta Incorporated 2000 - 2008
Merrill Lynch 1999 - 2000
Goodrich 1998 - 1999
Pfizer - Howmedica (Medical Technology Group) 1991 - 1998
Skills
Compensation, Leadership Development, Talent Management, Talent Acquisition, Employee Benefits, Employee/Labor Relations, Change Management, Board Level, Deferred Compensation, Employee Relations, Labor Relations, Recruiting, Human Resources, Workforce Planning, Employment Law, Coaching, Leadership, Employee Engagement, Program Management, Strategy, Management, Onboarding, Start-ups, Personnel Management, Project Management, Training, Benefits Administration, Organizational Design, Technical Recruiting, Cross-functional Team..., Process Improvement, Six Sigma, Executive Coaching, Executive Search, Sourcing, Negotiation, Temporary Placement, Applicant Tracking..., HR Consulting, Vendor Management, Interviews, Employee Training, Organizational..., College Recruiting, HR Policies, Incentive Programs, Succession Planning, New Hire Orientations, HR Transformation, Executive Pay
Education
Gettysburg College
BA, Liberal Arts Program: Major: Psychology
New York University
Master's Degree, Personnel Psychology (I/O Psychology Program)
Matthew Zangrilli's Merrill Lynch Experience September 2011 - Present
Job Alternative Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
DMG Fund Liquidators LLC July 2009 - September 2011
HRJ Capital June 2007 - July 2009
HSBC March 2006 - June 2007
Vanguard October 2004 - March 2006
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Capital, Mutual Funds, Investments, Finance, Asset Management
Education
Gettysburg College
BA, Business Administration - Management
Merrill Lynch September 2011 - Present
DMG Fund Liquidators LLC July 2009 - September 2011
HRJ Capital June 2007 - July 2009
HSBC March 2006 - June 2007
Vanguard October 2004 - March 2006
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Capital, Mutual Funds, Investments, Finance, Asset Management
Education
Gettysburg College
BA, Business Administration - Management
Arghavan Gousheh Arghavan Gousheh's Merrill Lynch Experience 1990 - 1993
Job author at Whisper of the soul
Industry International Trade and Development
Experience
Whisper of the soul Executive ProducerShirin in Love" a cross cultural romantic comedy movieAugust 2011 - 2014
Tile and Carpet Gallery 1998 - 2011
We care Hair 1994 - 1998
Merrill Lynch 1990 - 1993
Skills
Start-ups, Strategic Planning, Entrepreneurship, Marketing Strategy, Business Strategy, Project Management, Product Development, Social Media Marketing, Business Planning, Strategy, Management, Management Consulting, Business Development, Budgets, Leadership, Negotiation, Market Research, Mergers & Acquisitions, New Business Development, CRM, Online Advertising, Analysis, Marketing, Public Relations, Contract Negotiation, International Business, Small Business, Sales, Competitive Analysis, Strategic Partnerships, E-commerce, Market Analysis, Online Marketing, Product Management, Executive Management, International Sales, Risk Management, Marketing Management, Brand Development, Product Marketing, Strategic Consulting, Venture Capital, Analytics
Education
Golden Gate University, School of Law
MBA, International Finance
University of California, Davis - School of Law
Bachelor of Technology (BTech), 4.0
Whisper of the soul Executive ProducerShirin in Love" a cross cultural romantic comedy movieAugust 2011 - 2014
Tile and Carpet Gallery 1998 - 2011
We care Hair 1994 - 1998
Merrill Lynch 1990 - 1993
Skills
Start-ups, Strategic Planning, Entrepreneurship, Marketing Strategy, Business Strategy, Project Management, Product Development, Social Media Marketing, Business Planning, Strategy, Management, Management Consulting, Business Development, Budgets, Leadership, Negotiation, Market Research, Mergers & Acquisitions, New Business Development, CRM, Online Advertising, Analysis, Marketing, Public Relations, Contract Negotiation, International Business, Small Business, Sales, Competitive Analysis, Strategic Partnerships, E-commerce, Market Analysis, Online Marketing, Product Management, Executive Management, International Sales, Risk Management, Marketing Management, Brand Development, Product Marketing, Strategic Consulting, Venture Capital, Analytics
Education
Golden Gate University, School of Law
MBA, International Finance
University of California, Davis - School of Law
Bachelor of Technology (BTech), 4.0
Ranjani Sridharan, MBA Ranjani Sridharan, MBA's Merrill Lynch Experience 2000 - 2000
Job Controller at Distributed Sun LLC
Industry Renewables & Environment
Experience
Distributed Sun LLC October 2014 - Present
Institute for Corporate Responsibility, George Washington University July 2013 - December 2013
Ashoka July 2013 - July 2013
Room to Read January 2012 - August 2012
Room to Read July 2007 - May 2011
Summer Search August 2002 - January 2007
Merrill Lynch 2000 - 2000
Skills
Financial Modeling, Accounting, Budget, Business Analysis, Management, Financial Statements, Financial Analysis, Financial Accounting, Financial Reporting, Managerial Finance, Non-profits, Strategic Planning, Budgets, Auditing, Analysis, Human Resources, Finance, Strategy, Internal Controls, Forecasting, Management Consulting, Business Planning, Leadership, Business Strategy, Program Management, Nonprofits
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and International Business Strategy
Golden Gate University 2011 — 2011
C.P.A. Candidate (Passed all parts), Accounting
University of California Berkeley Extension 2003 — 2005
Certificate in Accounting; Financial and Business Analysts, Accounting
Mount Holyoke College 1998 — 2002
BA, Economics
Visa Oshwal Primary School 1987 — 1993
Distributed Sun LLC October 2014 - Present
Institute for Corporate Responsibility, George Washington University July 2013 - December 2013
Ashoka July 2013 - July 2013
Room to Read January 2012 - August 2012
Room to Read July 2007 - May 2011
Summer Search August 2002 - January 2007
Merrill Lynch 2000 - 2000
Skills
Financial Modeling, Accounting, Budget, Business Analysis, Management, Financial Statements, Financial Analysis, Financial Accounting, Financial Reporting, Managerial Finance, Non-profits, Strategic Planning, Budgets, Auditing, Analysis, Human Resources, Finance, Strategy, Internal Controls, Forecasting, Management Consulting, Business Planning, Leadership, Business Strategy, Program Management, Nonprofits
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and International Business Strategy
Golden Gate University 2011 — 2011
C.P.A. Candidate (Passed all parts), Accounting
University of California Berkeley Extension 2003 — 2005
Certificate in Accounting; Financial and Business Analysts, Accounting
Mount Holyoke College 1998 — 2002
BA, Economics
Visa Oshwal Primary School 1987 — 1993
Michael Simmons, CFP Michael Simmons, CFP's Merrill Lynch Experience July 2007 - February 2011
Job Managing Director, Partner at HighTower
Industry Financial Services
Experience
HighTower 2011 - Present
Merrill Lynch July 2007 - February 2011
Maine State Retirement System February 2004 - January 2007
Colman Partners October 1997 - February 2004
Skills
Alternative Investments, Investments, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Sustainable Investing, Socially Responsible..., ESG Investing, Portfolio Management, Investment Management, Certified Financial..., Retirement Planning, Personal Financial..., Series 7, Asset Management, Finance, Mutual Funds, Venture Capital
Education
Golden Gate University 1998 — 2000
MBA, Finance
Tufts University 1987 — 1991
BA, History
KSVCS
HighTower 2011 - Present
Merrill Lynch July 2007 - February 2011
Maine State Retirement System February 2004 - January 2007
Colman Partners October 1997 - February 2004
Skills
Alternative Investments, Investments, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Sustainable Investing, Socially Responsible..., ESG Investing, Portfolio Management, Investment Management, Certified Financial..., Retirement Planning, Personal Financial..., Series 7, Asset Management, Finance, Mutual Funds, Venture Capital
Education
Golden Gate University 1998 — 2000
MBA, Finance
Tufts University 1987 — 1991
BA, History
KSVCS
Neil Rankin Neil Rankin's Merrill Lynch Experience 1996 - 1998
Job Deputy Director of Proposal Development
Industry Hospital & Health Care
Experience
Chenega Corporation October 2014 - Present
Chenega Corporation July 2012 - September 2014
American Hospital Services Group LLC March 2009 - July 2012
QVC November 2002 - November 2008
Commtouch 2000 - 2001
CDNOW May 1999 - August 1999
Merrill Lynch 1996 - 1998
Skills
Business Development, Management, Forecasting, Training, Data Analysis, Project Management, Marketing, Direct Marketing, Proposal Writing, New Business Development, Strategy, Product Management, Budgets, Business Planning, Contract Negotiation, Government Contracting, Marketing Strategy, Strategic Planning, Business Strategy, Federal Procurement, Federal Government..., Business Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Electronic Commerce and Finance
Hamilton College 1991 — 1993
BA, Government
Gettysburg College 1989 — 1990
The Haverford School 1985 — 1989
Nether Providence Middle School
UOP
BS, Information Technology
Chenega Corporation October 2014 - Present
Chenega Corporation July 2012 - September 2014
American Hospital Services Group LLC March 2009 - July 2012
QVC November 2002 - November 2008
Commtouch 2000 - 2001
CDNOW May 1999 - August 1999
Merrill Lynch 1996 - 1998
Skills
Business Development, Management, Forecasting, Training, Data Analysis, Project Management, Marketing, Direct Marketing, Proposal Writing, New Business Development, Strategy, Product Management, Budgets, Business Planning, Contract Negotiation, Government Contracting, Marketing Strategy, Strategic Planning, Business Strategy, Federal Procurement, Federal Government..., Business Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Electronic Commerce and Finance
Hamilton College 1991 — 1993
BA, Government
Gettysburg College 1989 — 1990
The Haverford School 1985 — 1989
Nether Providence Middle School
UOP
BS, Information Technology
Penny Lane Penny Lane's Merrill Lynch Experience October 1997 - April 1999
Job Vice President, Associate Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Bloomberg LP 2000 - September 2014
Bloomberg LP 2000 - 2008
Merrill Lynch October 1997 - April 1999
BofA- Montgomery Securities February 1995 - October 1997
Skills
New Business Development, Negotiation, Business Strategy, Portfolio Management, Asset Managment, Investments, Series 7, Financial Modeling, Trading, Mutual Funds, Electronic Trading, Financial Services, Finance, Sales Rep Training, SPIN Selling, SPIN Sales Training, Bloomberg, Relationship Management, Sales, Mentoring, Training, Sales Management, SaaS, Business Development, Organizational..., Equities, Sales Presentations, Asset Management, Fixed Income, Sales Process, Leadership, Selling
Education
Golden Gate University 2000 — 2002
MA, Industrial Psychology
University of California, Berkeley 1999 — 2000
Course Work, Change Management, Team Dynamics, Training and Human Resource Development
University of Phoenix -San Francisco 1993 — 1997
BS Busineess Administration & Management
Wells Fargo September 2014 - Present
Bloomberg LP 2000 - September 2014
Bloomberg LP 2000 - 2008
Merrill Lynch October 1997 - April 1999
BofA- Montgomery Securities February 1995 - October 1997
Skills
New Business Development, Negotiation, Business Strategy, Portfolio Management, Asset Managment, Investments, Series 7, Financial Modeling, Trading, Mutual Funds, Electronic Trading, Financial Services, Finance, Sales Rep Training, SPIN Selling, SPIN Sales Training, Bloomberg, Relationship Management, Sales, Mentoring, Training, Sales Management, SaaS, Business Development, Organizational..., Equities, Sales Presentations, Asset Management, Fixed Income, Sales Process, Leadership, Selling
Education
Golden Gate University 2000 — 2002
MA, Industrial Psychology
University of California, Berkeley 1999 — 2000
Course Work, Change Management, Team Dynamics, Training and Human Resource Development
University of Phoenix -San Francisco 1993 — 1997
BS Busineess Administration & Management
Donald Homsher Donald Homsher's Merrill Lynch Experience February 2007 - May 2007
Job Managing Partner at Data Driven Ventures
Industry Investment Banking
Experience
Data Driven Ventures July 2013 - Present
Private Equity February 2011 - July 2013
Contract Analyst July 2010 - January 2011
Merrill Lynch February 2007 - May 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, iPhone Application..., Android Development, Business Planning, Investments, Equities, Analysis, Financial Advisory, Strategy, Business Development, DCF
Education
Golden Gate University 2009 — 2010
Masters, Finance
Harvard Business School 2010 — 2010
MS, Finance
San Diego State University-California State University 2007 — 2009
BS, Finance
Data Driven Ventures July 2013 - Present
Private Equity February 2011 - July 2013
Contract Analyst July 2010 - January 2011
Merrill Lynch February 2007 - May 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, iPhone Application..., Android Development, Business Planning, Investments, Equities, Analysis, Financial Advisory, Strategy, Business Development, DCF
Education
Golden Gate University 2009 — 2010
Masters, Finance
Harvard Business School 2010 — 2010
MS, Finance
San Diego State University-California State University 2007 — 2009
BS, Finance
Taiye Doherty, MBA Taiye Doherty, MBA's Merrill Lynch Experience January 1998 - January 2006
Job Senior Consultant at Internet Securities, Inc.
Industry Financial Services
Experience
Keffi Risk Management February 2014 - Present
Internet Securities, Inc. January 2014 - February 2014
Citigroup Global Markets, Inc. October 2010 - December 2013
Internet Securities, Inc. February 2006 - October 2010
Merrill Lynch January 1998 - January 2006
Skills
Financial Planning and..., Corporate Finance, Business Valuation, Financial Modeling, Forecasting, Budgeting, Capital Budgeting, Finance, Budgets, Portfolio Management, Mergers, Private Equity, Financial Analysis, Managerial Finance, Business Development, Management Consulting, Investment Banking, Equities, Valuation, Banking, Emerging Markets, Due Diligence, Investments, Capital Markets, Strategic Financial..., Wealth Management, Asset Managment, Venture Capital, Investment Management, Fixed Income, Alternative Investments, Risk Management, Securities, Hedge Funds, Mergers & Acquisitions, Executive Management, Analysis, Financial Risk, Investment Strategies, Financial Markets, Derivatives, Project Finance, Investment Advisory, Trading, Financial Structuring, Credit, Credit Risk, Structured Finance, Financial Services, Equity Research
Education
St. Mary's College 2010 — 2012
Master; MBA program, Finance
LA SALLE UNIVERSITAT 2011 — 2011
La Salle Universitat Ramon Llull, Barcelona Spain 2011 — 2011
EMBA, Global Executive MBA Program
University of Antwerp - Antwerp Management School 2011 — 2011
Master of Business Administration (MBA), Doing Business in Eurpoe
Saint Mary's College of California 2010 — 2011
MBA, Global Executive MBA Program
Golden Gate University
B.A, Economics & Finance
St. Mary's College of California
Bachelor of Arts, Economics and Finance
Keffi Risk Management February 2014 - Present
Internet Securities, Inc. January 2014 - February 2014
Citigroup Global Markets, Inc. October 2010 - December 2013
Internet Securities, Inc. February 2006 - October 2010
Merrill Lynch January 1998 - January 2006
Skills
Financial Planning and..., Corporate Finance, Business Valuation, Financial Modeling, Forecasting, Budgeting, Capital Budgeting, Finance, Budgets, Portfolio Management, Mergers, Private Equity, Financial Analysis, Managerial Finance, Business Development, Management Consulting, Investment Banking, Equities, Valuation, Banking, Emerging Markets, Due Diligence, Investments, Capital Markets, Strategic Financial..., Wealth Management, Asset Managment, Venture Capital, Investment Management, Fixed Income, Alternative Investments, Risk Management, Securities, Hedge Funds, Mergers & Acquisitions, Executive Management, Analysis, Financial Risk, Investment Strategies, Financial Markets, Derivatives, Project Finance, Investment Advisory, Trading, Financial Structuring, Credit, Credit Risk, Structured Finance, Financial Services, Equity Research
Education
St. Mary's College 2010 — 2012
Master; MBA program, Finance
LA SALLE UNIVERSITAT 2011 — 2011
La Salle Universitat Ramon Llull, Barcelona Spain 2011 — 2011
EMBA, Global Executive MBA Program
University of Antwerp - Antwerp Management School 2011 — 2011
Master of Business Administration (MBA), Doing Business in Eurpoe
Saint Mary's College of California 2010 — 2011
MBA, Global Executive MBA Program
Golden Gate University
B.A, Economics & Finance
St. Mary's College of California
Bachelor of Arts, Economics and Finance
Chris Schaeffler Chris Schaeffler's Merrill Lynch Experience January 2003 - January 2008
Job Principal: Client Relationship Executive at CSC
Industry Information Technology and Services
Experience
CSC December 2014 - Present
Cisco Systems October 2010 - December 2014
Nexus IS December 2008 - October 2010
Merrill Lynch January 2003 - January 2008
Bayer September 1998 - December 2003
Skills
Leadership, Enterprise Software, Management, Sales Management, SaaS, Solution Selling, Strategy, Sales, Training, Direct Sales, Marketing Strategy, Interviews, Channel Partners, Marketing, Competitive Analysis, New Business Development, CRM, Team Building, Cold Calling, Salesforce.com, Program Management, B2B, Data Center, Cross-functional Team..., Cloud Computing, Unified Communications, Sales Operations, Selling, Customer Service, Account Management, Business Development, Managed Services, Sales Process, Lead Generation, Coaching, Recruiting, Go-to-market Strategy, Finance, Strategic Partnerships, Channel
Education
Golden Gate University 1992 — 1994
MBA, Marketing
Santa Clara University 1984 — 1988
Bachelor of Science (B.S.), Economics
CSC December 2014 - Present
Cisco Systems October 2010 - December 2014
Nexus IS December 2008 - October 2010
Merrill Lynch January 2003 - January 2008
Bayer September 1998 - December 2003
Skills
Leadership, Enterprise Software, Management, Sales Management, SaaS, Solution Selling, Strategy, Sales, Training, Direct Sales, Marketing Strategy, Interviews, Channel Partners, Marketing, Competitive Analysis, New Business Development, CRM, Team Building, Cold Calling, Salesforce.com, Program Management, B2B, Data Center, Cross-functional Team..., Cloud Computing, Unified Communications, Sales Operations, Selling, Customer Service, Account Management, Business Development, Managed Services, Sales Process, Lead Generation, Coaching, Recruiting, Go-to-market Strategy, Finance, Strategic Partnerships, Channel
Education
Golden Gate University 1992 — 1994
MBA, Marketing
Santa Clara University 1984 — 1988
Bachelor of Science (B.S.), Economics
Michelle McIntyre's Merrill Lynch Experience March 2012 - March 2015
Job Director, Strategic Relationships at Spencer Capital Management
Industry Financial Services
Experience
Spencer Capital Management September 2015 - Present
Merrill Lynch March 2012 - March 2015
Merrill Lynch February 2008 - May 2012
Merrill Lynch September 1999 - July 2008
Merrill Lynch June 1992 - September 1998
Skills
Portfolio Management, Community Engagement, Philanthropy, Sales Management, Wealth Management, Investments, Mutual Funds, Financial Services, Retirement Planning, Asset Management, Series 7, Financial Advisory, Series 63, Alternative Investments, Leadership, Wealth, Finance, Equities, Asset Allocation, Management, Securities, Risk Management, Fixed Income, Investment Advisory, Sales, Investment Management, Hedge Funds
Education
Gibbs College 1988 — 1992
Business Administration, Business Administration and Management, General
Gibbs College 1988 — 1991
Business Administration, Business Administration
North Brunswick Township High School 1985 — 1988
Spencer Capital Management September 2015 - Present
Merrill Lynch March 2012 - March 2015
Merrill Lynch February 2008 - May 2012
Merrill Lynch September 1999 - July 2008
Merrill Lynch June 1992 - September 1998
Skills
Portfolio Management, Community Engagement, Philanthropy, Sales Management, Wealth Management, Investments, Mutual Funds, Financial Services, Retirement Planning, Asset Management, Series 7, Financial Advisory, Series 63, Alternative Investments, Leadership, Wealth, Finance, Equities, Asset Allocation, Management, Securities, Risk Management, Fixed Income, Investment Advisory, Sales, Investment Management, Hedge Funds
Education
Gibbs College 1988 — 1992
Business Administration, Business Administration and Management, General
Gibbs College 1988 — 1991
Business Administration, Business Administration
North Brunswick Township High School 1985 — 1988
Cyndie O'Brien's Merrill Lynch Experience January 1998 - December 2000
Job Vice President, BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PFPC Worldwide 2005 - Present
PNC Global Investment Servicing 2005 - July 2010
Affinity Wealth Management January 2001 - January 2005
Merrill Lynch January 1998 - December 2000
Skills
Mutual Funds, Securities, Hedge Funds, Equities, Financial Services, Portfolio Management, Fixed Income, Asset Management, Alternative Investments, Finance, Investments, Management, Banking, Derivatives, Financial Analysis, Risk Management, Bloomberg, Trading, Capital Markets, Business Analysis, Asset Allocation
Education
HIgh School - Fairwinds 1984 — 1988
Goldey-Beacom College
Bachelors, Economics
BNY Mellon July 2010 - Present
PFPC Worldwide 2005 - Present
PNC Global Investment Servicing 2005 - July 2010
Affinity Wealth Management January 2001 - January 2005
Merrill Lynch January 1998 - December 2000
Skills
Mutual Funds, Securities, Hedge Funds, Equities, Financial Services, Portfolio Management, Fixed Income, Asset Management, Alternative Investments, Finance, Investments, Management, Banking, Derivatives, Financial Analysis, Risk Management, Bloomberg, Trading, Capital Markets, Business Analysis, Asset Allocation
Education
HIgh School - Fairwinds 1984 — 1988
Goldey-Beacom College
Bachelors, Economics
Kate Dorsey's Merrill Lynch Experience August 2011 - 2012
Job Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
PNC Investments September 2012 - November 2013
Jan I. Berlage April 2011 - October 2012
Merrill Lynch August 2011 - 2012
Altamira Fine Art and Mountain Trails Gallery June 2008 - November 2009
Teton Village Mountain Resort December 2008 - April 2009
Margaret and Christopher Lynch May 2005 - September 2006
Skills
Investments, Insurance, Banking, Customer Service, Series 7, Mutual Funds, Retirement Planning, Entrepreneurship, Equities, Financial Services, Asset Allocation, Investment Strategies, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Team Leadership, Private Equity, Marketing, Public Speaking, Management, 401k, Long-term Care, Risk Management, Life Insurance, Sales, Coaching, Microsoft Excel, Series 63, Separately Managed..., Financial Analysis, Asset Management, Client Relations Skills
Education
Christie's Education 2006 — 2007
European Art History
Gettysburg College
Bachelor of Arts, English. Secondary; Biology
Lancaster University
St. Timothy's!
University of Glasgow, Christie's Education
Graduate Diploma, European Art History and Connoisseurship
Morgan Stanley November 2013 - Present
PNC Investments September 2012 - November 2013
Jan I. Berlage April 2011 - October 2012
Merrill Lynch August 2011 - 2012
Altamira Fine Art and Mountain Trails Gallery June 2008 - November 2009
Teton Village Mountain Resort December 2008 - April 2009
Margaret and Christopher Lynch May 2005 - September 2006
Skills
Investments, Insurance, Banking, Customer Service, Series 7, Mutual Funds, Retirement Planning, Entrepreneurship, Equities, Financial Services, Asset Allocation, Investment Strategies, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Team Leadership, Private Equity, Marketing, Public Speaking, Management, 401k, Long-term Care, Risk Management, Life Insurance, Sales, Coaching, Microsoft Excel, Series 63, Separately Managed..., Financial Analysis, Asset Management, Client Relations Skills
Education
Christie's Education 2006 — 2007
European Art History
Gettysburg College
Bachelor of Arts, English. Secondary; Biology
Lancaster University
St. Timothy's!
University of Glasgow, Christie's Education
Graduate Diploma, European Art History and Connoisseurship
Jack J. Clark Jack J. Clark's Merrill Lynch Experience 1994 - 1999
Job Registered Principal at Clark & Goshow Financial Strategies Group, LLC
Industry Financial Services
Experience
CLARK & GOSHOW FINANCIAL STRATEGIES GROUP, LLC 2006 - Present
Wachovia Securities, LLC 1999 - 2006
Merrill Lynch 1994 - 1999
Deluxe Corporation 1986 - 1994
Skills
Investment Strategies, Retirement Planning, 401(k) Rollovers, Business-owner Planning, Estate Investment..., Financial Advisory, Fixed-income Strategies, Retirement, Retirement-plan...
Education
Gettysburg College 1982 — 1986
Archmere Academy 1978 — 1982
CLARK & GOSHOW FINANCIAL STRATEGIES GROUP, LLC 2006 - Present
Wachovia Securities, LLC 1999 - 2006
Merrill Lynch 1994 - 1999
Deluxe Corporation 1986 - 1994
Skills
Investment Strategies, Retirement Planning, 401(k) Rollovers, Business-owner Planning, Estate Investment..., Financial Advisory, Fixed-income Strategies, Retirement, Retirement-plan...
Education
Gettysburg College 1982 — 1986
Archmere Academy 1978 — 1982
Michael Tirney Michael Tirney's Merrill Lynch Experience September 2013 - September 2014
Job Internal Sales Consultant Retirement
Industry Financial Services
Experience
Lincoln Financial Group September 2014 - Present
Merrill Lynch September 2013 - September 2014
Merrill Lynch March 2010 - September 2013
Merrill Lynch August 2007 - March 2010
Towers Perrin June 2005 - August 2005
Skills
Series 7, Retirement Planning, 401k, Mutual Funds, Investments, Retirement, IRAs, Financial Advisory, Pensions, Defined Benefit, Options
Education
Rider University 2009 — 2013
MBA, Finance
Gettysburg College 2003 — 2007
BA, Management
Lincoln Financial Group September 2014 - Present
Merrill Lynch September 2013 - September 2014
Merrill Lynch March 2010 - September 2013
Merrill Lynch August 2007 - March 2010
Towers Perrin June 2005 - August 2005
Skills
Series 7, Retirement Planning, 401k, Mutual Funds, Investments, Retirement, IRAs, Financial Advisory, Pensions, Defined Benefit, Options
Education
Rider University 2009 — 2013
MBA, Finance
Gettysburg College 2003 — 2007
BA, Management
Lindsey Kuczma Lindsey Kuczma's Merrill Lynch Experience February 2006 - December 2012
Job Vice President, Meeting & Event Planner at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch, Bank of America 2012 - Present
Merrill Lynch February 2006 - December 2012
IBM May 2003 - January 2006
Skills
Team Leadership, Budgets, Event Management, Corporate Events
Education
NYU, School of Continuing and Professional Studies 2005 — 2005
Certification, Meeting, Conference & Event Management
Gettysburg College 1999 — 2003
BA, Business Management
Merrill Lynch, Bank of America 2012 - Present
Merrill Lynch February 2006 - December 2012
IBM May 2003 - January 2006
Skills
Team Leadership, Budgets, Event Management, Corporate Events
Education
NYU, School of Continuing and Professional Studies 2005 — 2005
Certification, Meeting, Conference & Event Management
Gettysburg College 1999 — 2003
BA, Business Management
Mark Hvasta, CPA, MST Mark Hvasta, CPA, MST's Merrill Lynch Experience September 2001 - February 2004
Job Partner at Levering & Hvasta, CPAs LLP
Industry Accounting
Experience
Levering & Hvasta, CPAs LLP January 2007 - Present
Merrill Lynch September 2001 - February 2004
KPMG July 1988 - October 2000
Skills
Individual Taxation and..., Corporate Taxation &..., Trust & Estate Taxation..., Business Management, Estate Planning, Personal Financial..., Mergers & Acquisitions, Tax, Corporate Tax, Estate Tax Planning, Strategic Financial..., Income Tax, Management, CPA, Trusts, Private Equity, Tax Advisory, Employee Benefits, Financial Planning, Financial Analysis, Due Diligence, Finance, Business Development
Education
Golden Gate University 2005 — 2012
Master of Science (MS), Taxation
University of California, Santa Barbara 1986 — 1988
B.A., Business Economics, Accounting emphasis
Levering & Hvasta, CPAs LLP January 2007 - Present
Merrill Lynch September 2001 - February 2004
KPMG July 1988 - October 2000
Skills
Individual Taxation and..., Corporate Taxation &..., Trust & Estate Taxation..., Business Management, Estate Planning, Personal Financial..., Mergers & Acquisitions, Tax, Corporate Tax, Estate Tax Planning, Strategic Financial..., Income Tax, Management, CPA, Trusts, Private Equity, Tax Advisory, Employee Benefits, Financial Planning, Financial Analysis, Due Diligence, Finance, Business Development
Education
Golden Gate University 2005 — 2012
Master of Science (MS), Taxation
University of California, Santa Barbara 1986 — 1988
B.A., Business Economics, Accounting emphasis
Peggy McDermott Peggy McDermott's Merrill Lynch Experience April 1996 - October 1999
Job Vice President, Senior Retirement Sales Executive at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2011 - Present
Morgan Stanley/Van Kampen Investments 2007 - 2010
SEI Investments January 2005 - August 2007
SEI Investments January 2003 - January 2005
SEI Investments October 1999 - January 2003
Merrill Lynch April 1996 - October 1999
Morgan Stanley Asset Management March 1994 - April 1996
Vanguard July 1985 - March 1994
Education
Gettysburg College 1980 — 1984
B.A
T. Rowe Price August 2011 - Present
Morgan Stanley/Van Kampen Investments 2007 - 2010
SEI Investments January 2005 - August 2007
SEI Investments January 2003 - January 2005
SEI Investments October 1999 - January 2003
Merrill Lynch April 1996 - October 1999
Morgan Stanley Asset Management March 1994 - April 1996
Vanguard July 1985 - March 1994
Education
Gettysburg College 1980 — 1984
B.A
Amy Neely's Merrill Lynch Experience January 2012 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Raymond James Financial Inc. May 2011 - January 2012
Merrill Lynch September 2005 - May 2011
Morgan Stanley 1999 - 2005
Skills
Series 7, Series 66, Notary Public, Wealth Management..., Investment Advisory, Retirement Planning, Customer Service, Investments, Wealth Management, Asset Management
Education
Michigan State University 1992 — 1996
Bachelor of Science (B.S.), Packaging Science
Glen Oaks Community College 1989 — 1991
Associate's degree, Business
Sturgis High School 1986 — 1989
High School Diploma
Merrill Lynch January 2012 - Present
Raymond James Financial Inc. May 2011 - January 2012
Merrill Lynch September 2005 - May 2011
Morgan Stanley 1999 - 2005
Skills
Series 7, Series 66, Notary Public, Wealth Management..., Investment Advisory, Retirement Planning, Customer Service, Investments, Wealth Management, Asset Management
Education
Michigan State University 1992 — 1996
Bachelor of Science (B.S.), Packaging Science
Glen Oaks Community College 1989 — 1991
Associate's degree, Business
Sturgis High School 1986 — 1989
High School Diploma
Connor Dunn's Merrill Lynch Experience 2010 - 2010
Job Marketing Associate at Rapid Ratings
Industry Financial Services
Experience
Rapid Ratings 2015 - Present
Oxford Solutions 2014 - 2015
Oxford Global 2011 - 2015
Women's United States Open 2013 2012 - 2013
Merrill Lynch 2010 - 2010
Brean Capital, LLC 2009 - 2009
Camp Tecumseh 2008 - 2008
Education
Gettysburg College 2007 — 2011
Bachelor of Arts (BA), Philosophy
The Bronxville School 1995 — 2007
Rapid Ratings 2015 - Present
Oxford Solutions 2014 - 2015
Oxford Global 2011 - 2015
Women's United States Open 2013 2012 - 2013
Merrill Lynch 2010 - 2010
Brean Capital, LLC 2009 - 2009
Camp Tecumseh 2008 - 2008
Education
Gettysburg College 2007 — 2011
Bachelor of Arts (BA), Philosophy
The Bronxville School 1995 — 2007
Amber Rizer-Chatham Amber Rizer-Chatham's Merrill Lynch Experience February 2015 - Present
Job Client Associate and Independent Consultant with Arbonne International, LLC
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Arbonne International LLC September 2012 - Present
Lifestar Emergency Medical Services, LLC December 2011 - May 2013
Skills
Customer Service, Public Speaking, Time Management, Event Planning, Sales, Social Networking, Coaching, Small Business, Leadership, Entrepreneurship, Event Management, Team Leadership, Planning, Team Building, Finance, Healthcare, Logistics, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Networking, Outlook, PowerPoint, Research, Teaching, Training, Teamwork, Team Management
Education
Golden West College
Associate of Arts (A.A.), Criminal Justice/Police Science
Merrill Lynch February 2015 - Present
Arbonne International LLC September 2012 - Present
Lifestar Emergency Medical Services, LLC December 2011 - May 2013
Skills
Customer Service, Public Speaking, Time Management, Event Planning, Sales, Social Networking, Coaching, Small Business, Leadership, Entrepreneurship, Event Management, Team Leadership, Planning, Team Building, Finance, Healthcare, Logistics, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Networking, Outlook, PowerPoint, Research, Teaching, Training, Teamwork, Team Management
Education
Golden West College
Associate of Arts (A.A.), Criminal Justice/Police Science
Emily Adam Emily Adam's Merrill Lynch Experience May 2008 - August 2008
Job Customer Service Representative at China Vitamins
Industry Consumer Goods
Experience
China Vitamins May 2014 - Present
Tronex Company July 2012 - May 2014
Wachovia, A Wells Fargo Company September 2010 - August 2012
Wells Fargo Financial April 2010 - September 2010
Open Minds September 2008 - March 2010
Merrill Lynch May 2008 - August 2008
Skills
Customer Service, PowerPoint, Capital Markets, Credit, Microsoft Excel, Research, Outlook, Derivatives, Sales, Microsoft Word, Event Planning
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Economics, Business Studies
China Vitamins May 2014 - Present
Tronex Company July 2012 - May 2014
Wachovia, A Wells Fargo Company September 2010 - August 2012
Wells Fargo Financial April 2010 - September 2010
Open Minds September 2008 - March 2010
Merrill Lynch May 2008 - August 2008
Skills
Customer Service, PowerPoint, Capital Markets, Credit, Microsoft Excel, Research, Outlook, Derivatives, Sales, Microsoft Word, Event Planning
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Economics, Business Studies
Andrew Grossnickle Andrew Grossnickle's Merrill Lynch Experience June 2014 - September 2014
Job Client Associate at Merrill Lynch
Industry
Experience
Sodexo September 2013 - May 2015
Merrill Lynch June 2014 - September 2014
Merrill Lynch June 2013 - August 2013
Skills
Event Planning, Microsoft Word, Microsoft Office, Leadership, Management, Microsoft Excel, Public Speaking, Time Management, Teamwork, Research
Education
Gonzaga University 2013 — 2017
Business Administration and Management, General, Sophomore
Sodexo September 2013 - May 2015
Merrill Lynch June 2014 - September 2014
Merrill Lynch June 2013 - August 2013
Skills
Event Planning, Microsoft Word, Microsoft Office, Leadership, Management, Microsoft Excel, Public Speaking, Time Management, Teamwork, Research
Education
Gonzaga University 2013 — 2017
Business Administration and Management, General, Sophomore
C. Iffy Okechukwu C. Iffy Okechukwu's Merrill Lynch Experience January 2004 - July 2005
Job Managing Principal at Gravitas Senior Care Solutions, LLC.
Industry Hospital & Health Care
Experience
Gravitas Senior Care Solutions, LLC. April 2015 - Present
Makamechi Holdings Corporation July 2005 - April 2015
Merrill Lynch January 2004 - July 2005
Citi July 2002 - October 2003
Chase March 2000 - July 2002
Wells Fargo January 1992 - February 2000
Skills
Credit Risk, Credit Analysis, Relationship Management, Sales Management, Management Consulting, Banking, Business Planning, Financial Planning, Underwriting, Loan Origination, Financial Services, Financial Advisory, Investments, Small Business Lending, Management, Internal Controls, Consulting, Small Business..., Business Analysis, Construction, Entrepreneurship, Key Account Management, Finance, Portfolio Management, Risk Management
Education
Golden Gate University 1980 — 1981
Master of Business Administration (M.B.A.), Finance, General
Murray State University 1976 — 1979
Bachelor’s Degree, Political Science/Finance
Gravitas Senior Care Solutions, LLC. April 2015 - Present
Makamechi Holdings Corporation July 2005 - April 2015
Merrill Lynch January 2004 - July 2005
Citi July 2002 - October 2003
Chase March 2000 - July 2002
Wells Fargo January 1992 - February 2000
Skills
Credit Risk, Credit Analysis, Relationship Management, Sales Management, Management Consulting, Banking, Business Planning, Financial Planning, Underwriting, Loan Origination, Financial Services, Financial Advisory, Investments, Small Business Lending, Management, Internal Controls, Consulting, Small Business..., Business Analysis, Construction, Entrepreneurship, Key Account Management, Finance, Portfolio Management, Risk Management
Education
Golden Gate University 1980 — 1981
Master of Business Administration (M.B.A.), Finance, General
Murray State University 1976 — 1979
Bachelor’s Degree, Political Science/Finance
Paige Wendt Paige Wendt's Merrill Lynch Experience February 2015 - Present
Job Client Associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Pazzaluna June 2014 - February 2015
North Point Dining- UW- Stout October 2012 - May 2014
U.S. Equities Student Housing May 2013 - August 2013
Hurley K-12 School District June 2012 - August 2012
Mattson Family Chiropractic October 2011 - August 2012
maurices June 2011 - August 2012
Gogebic Community College October 2011 - May 2012
Sharon's Coffee Company May 2009 - June 2011
Skills
Customer Service, Communication, Team Building, Leadership, Management, Organization, Human Resources, PowerPoint, Public Speaking, ServSafe, Hotels, Catering, Sales, Hospitality Industry, Food & Beverage, Social Media
Education
University of Wisconsin-Stout 2012 — 2014
Bachelor of Science (B.S.), Hotel, Restaurant, and Tourism Management
Gogebic Community College 2010 — 2012
Associate of Science (A.S.), Business Administration
Merrill Lynch February 2015 - Present
Pazzaluna June 2014 - February 2015
North Point Dining- UW- Stout October 2012 - May 2014
U.S. Equities Student Housing May 2013 - August 2013
Hurley K-12 School District June 2012 - August 2012
Mattson Family Chiropractic October 2011 - August 2012
maurices June 2011 - August 2012
Gogebic Community College October 2011 - May 2012
Sharon's Coffee Company May 2009 - June 2011
Skills
Customer Service, Communication, Team Building, Leadership, Management, Organization, Human Resources, PowerPoint, Public Speaking, ServSafe, Hotels, Catering, Sales, Hospitality Industry, Food & Beverage, Social Media
Education
University of Wisconsin-Stout 2012 — 2014
Bachelor of Science (B.S.), Hotel, Restaurant, and Tourism Management
Gogebic Community College 2010 — 2012
Associate of Science (A.S.), Business Administration
Lisa Rich McIvor Lisa Rich McIvor's Merrill Lynch Experience June 1997 - June 2003
Job Registered Operations Manager at Hampton Roads Financial, LLC / RJFS
Industry Financial Services
Experience
Hampton Roads Financial, LLC / RaymondJames Financial Services, Inc. April 2010 - September 2015
Morgan Stanley / Smith Barney June 2003 - April 2010
Merrill Lynch June 1997 - June 2003
Skills
Series 7, 9, 10, 63, 65, Wealth Management, Event Planning, Microsoft Office, Mutual Funds, Leadership, Public Speaking, Investments, Portfolio Management, Financial Services, Risk Management, Customer Service, Series 7, Banking, Project Management, Retirement Planning
Education
Gettysburg College 1993 — 1997
Bachelor’s Degree, Political Science and Women's Studies
St. Andrew's School, Middletown DE 1989 — 1993
High School
Hampton Roads Financial, LLC / RaymondJames Financial Services, Inc. April 2010 - September 2015
Morgan Stanley / Smith Barney June 2003 - April 2010
Merrill Lynch June 1997 - June 2003
Skills
Series 7, 9, 10, 63, 65, Wealth Management, Event Planning, Microsoft Office, Mutual Funds, Leadership, Public Speaking, Investments, Portfolio Management, Financial Services, Risk Management, Customer Service, Series 7, Banking, Project Management, Retirement Planning
Education
Gettysburg College 1993 — 1997
Bachelor’s Degree, Political Science and Women's Studies
St. Andrew's School, Middletown DE 1989 — 1993
High School
Elizabeth Laughlin Elizabeth Laughlin's Merrill Lynch Experience May 2012 - July 2012
Job Account Administrator at Lockton Companies
Industry
Experience
Lockton Companies August 2014 - Present
Gettysburg College August 2011 - May 2014
Lockton Companies June 2013 - August 2013
Tango Modem, LLC October 2012 - December 2012
Merrill Lynch May 2012 - July 2012
The Boys and Girls Club of Newark June 2011 - August 2011
Hickory Tree Pizza and Restaurant September 2008 - August 2010
Skills
Spanish-speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Facebook, Editing, Research, Social Networking, Spanish, Leadership, Teamwork, Customer Service, Public Speaking, Event Planning
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Madison High School 2006 — 2010
High School Diploma
Lockton Companies August 2014 - Present
Gettysburg College August 2011 - May 2014
Lockton Companies June 2013 - August 2013
Tango Modem, LLC October 2012 - December 2012
Merrill Lynch May 2012 - July 2012
The Boys and Girls Club of Newark June 2011 - August 2011
Hickory Tree Pizza and Restaurant September 2008 - August 2010
Skills
Spanish-speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Facebook, Editing, Research, Social Networking, Spanish, Leadership, Teamwork, Customer Service, Public Speaking, Event Planning
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Madison High School 2006 — 2010
High School Diploma
Vanessa Mulligan Vanessa Mulligan's Merrill Lynch Experience September 2003 - January 2006
Job Human Resources Professional
Industry Financial Services
Experience
HR Consultant March 2010 - Present
Merrill Lynch September 2003 - January 2006
Standard Chartered Bank July 1999 - December 2002
Newsweek March 1997 - July 1999
Education
Institute for Professional Excellence in Coaching (iPEC) 2014 — 2015
Gettysburg College 1991 — 1995
Bachelor's Degree, Psychology
HR Consultant March 2010 - Present
Merrill Lynch September 2003 - January 2006
Standard Chartered Bank July 1999 - December 2002
Newsweek March 1997 - July 1999
Education
Institute for Professional Excellence in Coaching (iPEC) 2014 — 2015
Gettysburg College 1991 — 1995
Bachelor's Degree, Psychology
Roberto Medina Roberto Medina's Merrill Lynch Experience September 2004 - March 2009
Job President Systems Infrastructure and Operations at Tier1 Solutions
Industry Information Technology and Services
Experience
Tier1 Solutions July 2010 - Present
Bank of America September 2001 - June 2015
Merrill Lynch / Bank of America March 2010 - August 2011
Merrill Lynch / Bank of America March 2009 - February 2010
Merrill Lynch September 2004 - March 2009
Bank of America April 2004 - September 2004
TEKsystems September 2001 - April 2004
Northern Trust July 2000 - September 2001
Northern Trust January 1999 - July 2000
TEKsystems March 1995 - December 1998
Skills
Servers, Windows Server, Cisco Technologies, Networking, Troubleshooting, Project Management, System Administration, Unix, Solaris, Technical Support, Telecommunications, WAN, System Deployment, Data Center, VoIP, Microsoft Exchange, Network Marketing, Direct Sales, Energy, Network Marketing..., Project, Infrastructure, Management, Vendor Management, Disaster Recovery, Team Leadership, Hardware, IT Strategy, Software Installation, Business Analysis, VPN, Integration, Leadership, Strategic Planning, IT Management
Education
Lincoln Christian University 2011 — 2013
Bible/Biblical Studies
Global University 2009 — 2011
Bible/Biblical Studies
Joliet Junior College 2005 — 2009
IS, Computer and Network Security
Curie Metron High School 1987 — 1991
Tier1 Solutions July 2010 - Present
Bank of America September 2001 - June 2015
Merrill Lynch / Bank of America March 2010 - August 2011
Merrill Lynch / Bank of America March 2009 - February 2010
Merrill Lynch September 2004 - March 2009
Bank of America April 2004 - September 2004
TEKsystems September 2001 - April 2004
Northern Trust July 2000 - September 2001
Northern Trust January 1999 - July 2000
TEKsystems March 1995 - December 1998
Skills
Servers, Windows Server, Cisco Technologies, Networking, Troubleshooting, Project Management, System Administration, Unix, Solaris, Technical Support, Telecommunications, WAN, System Deployment, Data Center, VoIP, Microsoft Exchange, Network Marketing, Direct Sales, Energy, Network Marketing..., Project, Infrastructure, Management, Vendor Management, Disaster Recovery, Team Leadership, Hardware, IT Strategy, Software Installation, Business Analysis, VPN, Integration, Leadership, Strategic Planning, IT Management
Education
Lincoln Christian University 2011 — 2013
Bible/Biblical Studies
Global University 2009 — 2011
Bible/Biblical Studies
Joliet Junior College 2005 — 2009
IS, Computer and Network Security
Curie Metron High School 1987 — 1991
Tyler Fasanella's Merrill Lynch Experience November 2012 - August 2013
Job Senior Consulting Analyst at Mercer
Industry Financial Services
Experience
Mercer August 2013 - Present
Merrill Lynch November 2012 - August 2013
Big Brothers Big Sisters January 2012 - May 2012
Self-Employed (Lawn Service) 2008 - 2009
Education
Gettysburg College 2008 — 2012
Bachelor of Arts, Management, French
Université de Nantes 2011 — 2011
BA, Management, French
Robbinsville High School 2004 — 2008
High School Diploma
Mercer August 2013 - Present
Merrill Lynch November 2012 - August 2013
Big Brothers Big Sisters January 2012 - May 2012
Self-Employed (Lawn Service) 2008 - 2009
Education
Gettysburg College 2008 — 2012
Bachelor of Arts, Management, French
Université de Nantes 2011 — 2011
BA, Management, French
Robbinsville High School 2004 — 2008
High School Diploma
Trevor Alexander Ross, J.D., LL.M (Tax) Trevor Alexander Ross, J.D., LL.M (Tax)'s Merrill Lynch Experience August 2012 - April 2014
Job Vice President at NUKU Asset Management
Industry Financial Services
Experience
NUKU Inc. April 2014 - Present
Merrill Lynch August 2012 - April 2014
Ameriprise Financial Services, Inc. October 2010 - August 2012
Liberty Group /Law Offices of Hollander & Hollander, P.C May 2006 - October 2010
The Myers Law Firm February 2005 - May 2006
Skills
Estate Planning, Estate Law, Tax Law, Finance, High Net Worth..., Retirement, Trust Management, Estate Tax Planning, Asset Allocation, Succession Planning, Business Planning, Fiduciary Management, Portfolio Management, Risk Management, Tax Compliance, Life Insurance, Investment Management, Fixed Annuities, Leadership, Public Speaking
Education
Golden Gate University, School of Law 2010 — 2012
Master of Law in Taxation (LL.M.), Tax Law/Taxation, 3.0
San Francisco Law School 2003 — 2006
Juris Doctor (J.D.), Law, 3.0
San Francisco State University 1996 — 2000
Bachelor's Degree, Speech Communication and Rhetoric, 3.0
NUKU Inc. April 2014 - Present
Merrill Lynch August 2012 - April 2014
Ameriprise Financial Services, Inc. October 2010 - August 2012
Liberty Group /Law Offices of Hollander & Hollander, P.C May 2006 - October 2010
The Myers Law Firm February 2005 - May 2006
Skills
Estate Planning, Estate Law, Tax Law, Finance, High Net Worth..., Retirement, Trust Management, Estate Tax Planning, Asset Allocation, Succession Planning, Business Planning, Fiduciary Management, Portfolio Management, Risk Management, Tax Compliance, Life Insurance, Investment Management, Fixed Annuities, Leadership, Public Speaking
Education
Golden Gate University, School of Law 2010 — 2012
Master of Law in Taxation (LL.M.), Tax Law/Taxation, 3.0
San Francisco Law School 2003 — 2006
Juris Doctor (J.D.), Law, 3.0
San Francisco State University 1996 — 2000
Bachelor's Degree, Speech Communication and Rhetoric, 3.0
Joe Pacis Joe Pacis's Merrill Lynch Experience May 2004 - February 2007
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2015 - Present
Rabobank, N.A. April 2013 - December 2014
City National Bank March 2007 - April 2012
Merrill Lynch May 2004 - February 2007
Union Bank February 2002 - May 2004
Imperial Bank March 1997 - August 2001
Skills
Executive Management, Commercial Banking, New Business Development, Sales, Finance, Commercial Lending, Cash Management, Business Development
Education
Golden Gate University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
San Jose State University
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
U.S. Bank January 2015 - Present
Rabobank, N.A. April 2013 - December 2014
City National Bank March 2007 - April 2012
Merrill Lynch May 2004 - February 2007
Union Bank February 2002 - May 2004
Imperial Bank March 1997 - August 2001
Skills
Executive Management, Commercial Banking, New Business Development, Sales, Finance, Commercial Lending, Cash Management, Business Development
Education
Golden Gate University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
San Jose State University
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Daniel Seiden Daniel Seiden's Merrill Lynch Experience June 2008 - August 2008
Job Marketing Manager at SourceOne, Inc (DE)
Industry Renewables & Environment
Experience
SourceOne, Inc (DE) April 2015 - Present
SourceOne, Inc (DE) September 2012 - April 2015
CleanEdison January 2012 - May 2012
GDS Associates, Inc. September 2011 - December 2011
Greenresearch.com July 2011 - September 2011
UBS June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Newmark Knight Frank June 2007 - August 2007
Skills
Business Development, Marketing Strategy, Energy, Energy Efficiency, Sustainability, Energy Policy, Renewable Energy, Natural Gas, Proposal Writing, Research, Brand Development..., Salesforce.com..., Product Management, Data Analysis, Statistics, Microsoft Excel, Market Research
Education
Gettysburg College 2007 — 2011
B.A., Economics
Columbia University - School of Continuing Education, Business Certificate Program
Business Certificate, Marketing and Corporate Finance, 3.85
Hunter College High School 2001 — 2007
SourceOne, Inc (DE) April 2015 - Present
SourceOne, Inc (DE) September 2012 - April 2015
CleanEdison January 2012 - May 2012
GDS Associates, Inc. September 2011 - December 2011
Greenresearch.com July 2011 - September 2011
UBS June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Newmark Knight Frank June 2007 - August 2007
Skills
Business Development, Marketing Strategy, Energy, Energy Efficiency, Sustainability, Energy Policy, Renewable Energy, Natural Gas, Proposal Writing, Research, Brand Development..., Salesforce.com..., Product Management, Data Analysis, Statistics, Microsoft Excel, Market Research
Education
Gettysburg College 2007 — 2011
B.A., Economics
Columbia University - School of Continuing Education, Business Certificate Program
Business Certificate, Marketing and Corporate Finance, 3.85
Hunter College High School 2001 — 2007
Craig W Barrows, MBA Craig W Barrows, MBA's Merrill Lynch Experience August 2014 - Present
Job Assistant Vice President, Portfolio Manager
Industry Investment Management
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch June 2010 - August 2014
Gettysburg College September 2008 - January 2010
Dwyer, Connell, and Lisbona Law Firm April 2009 - August 2009
Novartis Pharmaceuticals April 2006 - August 2007
Skills
Statistics, Sports Management, Portfolio Management, Asset Managment, Financial Analysis, Bloomberg, Microsoft Excel, Investments, Equities, Mutual Funds, Fixed Income, Financial Modeling, Trade Finance, Computer Proficiency
Education
Seton Hall University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, Sport Management
Gettysburg College 2006 — 2010
B.A., Management, Economics
Merrill Lynch August 2014 - Present
Merrill Lynch June 2010 - August 2014
Gettysburg College September 2008 - January 2010
Dwyer, Connell, and Lisbona Law Firm April 2009 - August 2009
Novartis Pharmaceuticals April 2006 - August 2007
Skills
Statistics, Sports Management, Portfolio Management, Asset Managment, Financial Analysis, Bloomberg, Microsoft Excel, Investments, Equities, Mutual Funds, Fixed Income, Financial Modeling, Trade Finance, Computer Proficiency
Education
Seton Hall University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, Sport Management
Gettysburg College 2006 — 2010
B.A., Management, Economics
Zachary A. Miller Zachary A. Miller's Merrill Lynch Experience June 2014 - August 2014
Job Royalty Analyst at Gelfand, Rennert & Feldman LLP
Industry Financial Services
Experience
Gelfand, Rennert & Feldman, LLP September 2015 - Present
MKM Partners June 2015 - September 2015
Merrill Lynch June 2014 - August 2014
Skills
Team Leadership, Teamwork, Interpersonal Skills, Organization Skills, Research, Project Management, Customer Service, Management, Written Communication, Analytical Skills, Presentation Skills, Time Management, Microsoft Office, Sales, Data Analysis, Portfolio Management, Event Planning
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Business Minor
Daniel Hand High School 2007 — 2011
High School Diploma
Gelfand, Rennert & Feldman, LLP September 2015 - Present
MKM Partners June 2015 - September 2015
Merrill Lynch June 2014 - August 2014
Skills
Team Leadership, Teamwork, Interpersonal Skills, Organization Skills, Research, Project Management, Customer Service, Management, Written Communication, Analytical Skills, Presentation Skills, Time Management, Microsoft Office, Sales, Data Analysis, Portfolio Management, Event Planning
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Business Minor
Daniel Hand High School 2007 — 2011
High School Diploma
Alexander Alexakos's Merrill Lynch Experience July 2014 - July 2014
Job Intern at BasePoint Capital
Industry
Experience
BasePoint Capital June 2015 - Present
Kapitall June 2014 - August 2014
Merrill Lynch July 2014 - July 2014
Rock and Roll Fantasy Camp July 2013 - August 2013
Public Investigation Services June 2013 - August 2013
Tandragee Global Advisors May 2012 - June 2012
Skills
Teamwork, Social Media, Social Networking, Microsoft Office, Public Speaking, Time Management, Event Planning, Facebook, Leadership
Education
University of Richmond 2013 — 2016
Bachelor of Arts (B.A.), Leadership Studies
Gettysburg College 2012 — 2013
Hackley School
BasePoint Capital June 2015 - Present
Kapitall June 2014 - August 2014
Merrill Lynch July 2014 - July 2014
Rock and Roll Fantasy Camp July 2013 - August 2013
Public Investigation Services June 2013 - August 2013
Tandragee Global Advisors May 2012 - June 2012
Skills
Teamwork, Social Media, Social Networking, Microsoft Office, Public Speaking, Time Management, Event Planning, Facebook, Leadership
Education
University of Richmond 2013 — 2016
Bachelor of Arts (B.A.), Leadership Studies
Gettysburg College 2012 — 2013
Hackley School
Larry Parente's Merrill Lynch Experience September 2007 - April 2013
Job Principal, Senior Wealth Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2013 - May 2015
MERRILL LYNCH September 2007 - April 2013
BANK OF AMERICA, N.A. 2003 - 2007
WELLS FARGO BANK, N.A. 2002 - 2003
BROBECK, PHLEGER & HARRISON, LLP 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Series 63, Investments, Bloomberg, Mutual Funds, Wealth, Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation, Asset Management, Credit, Estate Planning, Wealth Management...
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
University at Albany 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Bessemer Trust April 2013 - May 2015
MERRILL LYNCH September 2007 - April 2013
BANK OF AMERICA, N.A. 2003 - 2007
WELLS FARGO BANK, N.A. 2002 - 2003
BROBECK, PHLEGER & HARRISON, LLP 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Series 63, Investments, Bloomberg, Mutual Funds, Wealth, Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation, Asset Management, Credit, Estate Planning, Wealth Management...
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
University at Albany 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Rich Cancro's Merrill Lynch Experience June 2009 - March 2012
Job Founder and CEO at Vanare
Industry Financial Services
Experience
Vanare April 2012 - Present
Merrill Lynch June 2009 - March 2012
J.P. Morgan June 2008 - May 2009
Bear Stearns December 2002 - May 2008
DLJdirect 1993 - 2002
Skills
Business Management, Wealth Management, Product Development, Financial Services, Portfolio Management, Business Strategy, Management, Financial Advisory, Investments, Leadership, Hedge Funds, Alternative Investments, Asset Management, Securities, Equities, Fixed Income, Capital Markets
Education
Gettysburg College 1985 — 1989
Bachelor of Arts, Business
Vanare April 2012 - Present
Merrill Lynch June 2009 - March 2012
J.P. Morgan June 2008 - May 2009
Bear Stearns December 2002 - May 2008
DLJdirect 1993 - 2002
Skills
Business Management, Wealth Management, Product Development, Financial Services, Portfolio Management, Business Strategy, Management, Financial Advisory, Investments, Leadership, Hedge Funds, Alternative Investments, Asset Management, Securities, Equities, Fixed Income, Capital Markets
Education
Gettysburg College 1985 — 1989
Bachelor of Arts, Business
Taheerah Barney Taheerah Barney's Merrill Lynch Experience June 2002 - September 2004
Job Direct Response Copywriter ★ #Unforgettable Brand Creator ★ Wingwoman for Status Quo Breakers
Industry Marketing and Advertising
Experience
www.fleshandbrand.com/brand May 2015 - Present
www.fleshandbrand.com February 2014 - Present
360 Nourishment November 2008 - June 2014
Center Stage Content October 2010 - February 2014
Lehman Brothers April 2006 - September 2008
Merill Lynch September 2004 - April 2006
Merrill Lynch June 2002 - September 2004
Skills
Copywriting, Email Marketing, Blogging, Content Marketing, Taglines, Web Content, Case Studies, Landing Pages, Social Media Marketing, Ebooks, Inbound Marketing, Wordpress, Entrepreneurship, Online Marketing, Offline Marketing, Branding & Identity, Marketing Strategy, Sarcasm, Humor, Freelance Writing, Content Strategy, Direct Marketing, Direct Response, Outbound Marketing, Slogans, Brand Development, Brand Management, B2B Marketing, B2B Marketing Strategy, Storytelling, Web Content Creation, Newsletters, Strategic Content..., Headline Writing
Education
Northeastern University 1996 — 2001
BS/BA, Marketing/International Business
Goldsmiths College, U. of London 1999 — 1999
Humanities
Institute for Integrative Nutrition 2006 — 2007
Holistic Health Consultant AADP member, Nutrition Natural Healing
www.fleshandbrand.com/brand May 2015 - Present
www.fleshandbrand.com February 2014 - Present
360 Nourishment November 2008 - June 2014
Center Stage Content October 2010 - February 2014
Lehman Brothers April 2006 - September 2008
Merill Lynch September 2004 - April 2006
Merrill Lynch June 2002 - September 2004
Skills
Copywriting, Email Marketing, Blogging, Content Marketing, Taglines, Web Content, Case Studies, Landing Pages, Social Media Marketing, Ebooks, Inbound Marketing, Wordpress, Entrepreneurship, Online Marketing, Offline Marketing, Branding & Identity, Marketing Strategy, Sarcasm, Humor, Freelance Writing, Content Strategy, Direct Marketing, Direct Response, Outbound Marketing, Slogans, Brand Development, Brand Management, B2B Marketing, B2B Marketing Strategy, Storytelling, Web Content Creation, Newsletters, Strategic Content..., Headline Writing
Education
Northeastern University 1996 — 2001
BS/BA, Marketing/International Business
Goldsmiths College, U. of London 1999 — 1999
Humanities
Institute for Integrative Nutrition 2006 — 2007
Holistic Health Consultant AADP member, Nutrition Natural Healing
Jake Asplundh's Merrill Lynch Experience June 2007 - August 2007
Job PNC Wealth Management
Industry Financial Services
Experience
Deutsche Bank April 2012 - October 2013
Resurgent Capital Services August 2011 - March 2012
BB&T September 2010 - May 2011
Wake Forest University September 2010 - May 2011
SEI Investments June 2009 - June 2009
Merrill Lynch June 2007 - August 2007
Skills
Economics, Microsoft Excel, Microsoft Word, Microsoft Office, SQL, Bloomberg, Thompson One, Salesforce.com, Data Analysis, Equities, Management, Project Planning, Public Speaking, Training
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MA, Management
Gettysburg College 2006 — 2010
Bachelor of Arts, Economics
Deutsche Bank April 2012 - October 2013
Resurgent Capital Services August 2011 - March 2012
BB&T September 2010 - May 2011
Wake Forest University September 2010 - May 2011
SEI Investments June 2009 - June 2009
Merrill Lynch June 2007 - August 2007
Skills
Economics, Microsoft Excel, Microsoft Word, Microsoft Office, SQL, Bloomberg, Thompson One, Salesforce.com, Data Analysis, Equities, Management, Project Planning, Public Speaking, Training
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MA, Management
Gettysburg College 2006 — 2010
Bachelor of Arts, Economics
Geoffrey Cable Geoffrey Cable's Merrill Lynch Experience September 1999 - March 2002
Job Managing Director Wealth Management Services at Destination Wealth Management
Industry Financial Services
Experience
Destination Wealth Management September 2005 - Present
Financial Finesse March 2002 - August 2005
Merrill Lynch September 1999 - March 2002
The Bank of New York November 1997 - September 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management
Education
Golden Gate University 2000 — 2002
MS, Financial Planning
Siena College 1986 — 1990
Bachelor of Science (BS), Finance
Destination Wealth Management September 2005 - Present
Financial Finesse March 2002 - August 2005
Merrill Lynch September 1999 - March 2002
The Bank of New York November 1997 - September 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management
Education
Golden Gate University 2000 — 2002
MS, Financial Planning
Siena College 1986 — 1990
Bachelor of Science (BS), Finance
Kathleen Ketchum, CFA Kathleen Ketchum, CFA's Merrill Lynch Experience February 2014 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch July 2011 - January 2014
Wake Forest University August 2009 - August 2011
NASDAQ OMX June 2010 - August 2010
American International Group, Inc June 2006 - May 2009
Education
Wake Forest University 2009 — 2011
M.B.A., Finance
Gettysburg College 2002 — 2006
B.A., Management
Merrill Lynch February 2014 - Present
Merrill Lynch July 2011 - January 2014
Wake Forest University August 2009 - August 2011
NASDAQ OMX June 2010 - August 2010
American International Group, Inc June 2006 - May 2009
Education
Wake Forest University 2009 — 2011
M.B.A., Finance
Gettysburg College 2002 — 2006
B.A., Management
Michael Curland Michael Curland's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Hunt Mortgage Group
Industry Higher Education
Experience
Hunt Mortgage Group June 2014 - Present
Gettysburg College August 2010 - May 2014
CAPREIT, Inc. June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, SPSS, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Political Science, Stata
Education
Gettysburg College 2010 — 2014
Bachelor of Science (BS), Political Science and Government
Hackley School 2006 — 2010
High School
Hunt Mortgage Group June 2014 - Present
Gettysburg College August 2010 - May 2014
CAPREIT, Inc. June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, SPSS, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Political Science, Stata
Education
Gettysburg College 2010 — 2014
Bachelor of Science (BS), Political Science and Government
Hackley School 2006 — 2010
High School
Christopher Craft, JD, CIMA, AIF Christopher Craft, JD, CIMA, AIF's Merrill Lynch Experience January 1985 - January 1995
Job Principal at Craft Financial
Industry Financial Services
Experience
Craft Capital January 1995 - Present
Craft Financial January 1995 - Present
Merrill Lynch January 1985 - January 1995
Skills
Fixed Annuities, Mutual Funds, Alternative Investments, Portfolio Management, Financial Services, Investments
Education
Golden Gate University, School of Law 1982 — 1984
JD, International Law, Philosophy
University of Southern California 1978 — 1982
BS, Economics
Craft Capital January 1995 - Present
Craft Financial January 1995 - Present
Merrill Lynch January 1985 - January 1995
Skills
Fixed Annuities, Mutual Funds, Alternative Investments, Portfolio Management, Financial Services, Investments
Education
Golden Gate University, School of Law 1982 — 1984
JD, International Law, Philosophy
University of Southern California 1978 — 1982
BS, Economics
Steve Barrilleaux Steve Barrilleaux's Merrill Lynch Experience April 2004 - August 2009
Job Certified Financial Planner™ at Safe Harbor Pension & Wealth
Industry Investment Management
Experience
Safe Harbor Pension & Wealth August 2009 - Present
Merrill Lynch April 2004 - August 2009
Barclays Global Investors April 2000 - September 2003
Barclays Global Investors September 1997 - April 2000
Franklin Templeton Investments January 1992 - September 1997
Education
Golden Gate University 1994 — 1996
MBA, Finance
University of California, Davis 1986 — 1990
BS, Ag Econ
Wheatland High School
Safe Harbor Pension & Wealth August 2009 - Present
Merrill Lynch April 2004 - August 2009
Barclays Global Investors April 2000 - September 2003
Barclays Global Investors September 1997 - April 2000
Franklin Templeton Investments January 1992 - September 1997
Education
Golden Gate University 1994 — 1996
MBA, Finance
University of California, Davis 1986 — 1990
BS, Ag Econ
Wheatland High School
Stephen Hamilton's Merrill Lynch Experience August 1993 - September 1994
Job Vice President at Laidlaw & Company UK Ltd.
Industry Financial Services
Experience
Laidlaw & Company UK Ltd. June 2014 - Present
Laidlaw & Company January 2010 - June 2014
Safdie Investment Services October 2005 - November 2009
Landenburg Thalman May 1996 - August 2005
Oppenheimer & Co. October 1995 - May 1996
Paine Webber August 1994 - November 1995
Merrill Lynch August 1993 - September 1994
F.N. Wolf & Company Inc. August 1991 - October 1993
US Army May 1988 - August 1991
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Strategic Financial..., Series 63, Portfolio Management, Equities, Financial Modeling, Retirement, Financial Analysis, Securities, Asset Management, Fixed Income, Financial Services, Venture Capital, Private Equity, Finance, Valuation, Financial Planning
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), History
Laidlaw & Company UK Ltd. June 2014 - Present
Laidlaw & Company January 2010 - June 2014
Safdie Investment Services October 2005 - November 2009
Landenburg Thalman May 1996 - August 2005
Oppenheimer & Co. October 1995 - May 1996
Paine Webber August 1994 - November 1995
Merrill Lynch August 1993 - September 1994
F.N. Wolf & Company Inc. August 1991 - October 1993
US Army May 1988 - August 1991
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Strategic Financial..., Series 63, Portfolio Management, Equities, Financial Modeling, Retirement, Financial Analysis, Securities, Asset Management, Fixed Income, Financial Services, Venture Capital, Private Equity, Finance, Valuation, Financial Planning
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), History
Matthew Simeoni Matthew Simeoni's Merrill Lynch Experience May 2010 - August 2010
Job Manager, McLagan
Industry Financial Services
Experience
McLagan January 2012 - Present
The Windham Group July 2011 - January 2012
Gettysburg College September 2008 - May 2011
Merrill Lynch May 2010 - August 2010
Vector Marketing May 2008 - August 2008
Education
Gettysburg College 2007 — 2011
BA, Political Science, Economics, and Education
McLagan January 2012 - Present
The Windham Group July 2011 - January 2012
Gettysburg College September 2008 - May 2011
Merrill Lynch May 2010 - August 2010
Vector Marketing May 2008 - August 2008
Education
Gettysburg College 2007 — 2011
BA, Political Science, Economics, and Education
Rebecca Kent's Merrill Lynch Experience June 2012 - August 2012
Job Recruiter at Linium Resources
Industry Design
Experience
Linium Resources 2015 - Present
Arteric Design Agency June 2014 - January 2015
Life of the Party - Craft Company June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Social Media, Marketing, Management, Advertising, Project Management, Sports, Art, Finance, Art History, Soccer, Microsoft Office
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.), Organizational Management and Studio Art
University of Wollongong 2013 — 2013
Linium Resources 2015 - Present
Arteric Design Agency June 2014 - January 2015
Life of the Party - Craft Company June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Social Media, Marketing, Management, Advertising, Project Management, Sports, Art, Finance, Art History, Soccer, Microsoft Office
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.), Organizational Management and Studio Art
University of Wollongong 2013 — 2013
Jerry Newman's Merrill Lynch Experience 1968 - 1983
Job
Industry Venture Capital & Private Equity
Experience
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Scott Croland's Merrill Lynch Experience November 2008 - March 2010
Job Director of Oversight at Société Générale
Industry Financial Services
Experience
Société Générale September 2014 - Present
BNY Mellon April 2013 - September 2014
Deutsche Bank September 2012 - April 2013
Nomura Securities October 2009 - July 2012
Merrill Lynch November 2008 - March 2010
Merrill Lynch August 2005 - March 2009
Merrill Lynch March 2000 - August 2005
Merrill Lynch January 1998 - March 2000
Merrill Lynch January 1996 - February 1998
Merrill Lynch September 1988 - January 1998
Skills
Strategic Planning, Middle Office Management, Operations..., Resource Allocation, Implementation of..., Dodd-Frank Compliance, Managing..., Transaction Capture, Manage Client..., High Volume Growth, Global Organizations, OTC Client Clearing, Project & Program..., IT Governance, Clearing, Equities, Infrastructure, Money Market, Operational Risk, Governance, Fixed Income, Back Office, Securities, Trading, Prime Brokerage, Derivatives, Compliance, Settlement, Collateral Management, Image Capture, Hedging, Middle Office, Strategy, Treasury Management, Portfolio Management, Market Risk, Financial Risk, FX Options, Management, Loans, CRM, Options, ABS, International..., Financial Transactions, Investment Banking, Securities Lending, Securitization, Funding, Structured Finance
Education
Gettysburg College 1984 — 1988
BA
Wroxton College, England 1987 — 1987
University of Colorado Boulder 1986 — 1986
Société Générale September 2014 - Present
BNY Mellon April 2013 - September 2014
Deutsche Bank September 2012 - April 2013
Nomura Securities October 2009 - July 2012
Merrill Lynch November 2008 - March 2010
Merrill Lynch August 2005 - March 2009
Merrill Lynch March 2000 - August 2005
Merrill Lynch January 1998 - March 2000
Merrill Lynch January 1996 - February 1998
Merrill Lynch September 1988 - January 1998
Skills
Strategic Planning, Middle Office Management, Operations..., Resource Allocation, Implementation of..., Dodd-Frank Compliance, Managing..., Transaction Capture, Manage Client..., High Volume Growth, Global Organizations, OTC Client Clearing, Project & Program..., IT Governance, Clearing, Equities, Infrastructure, Money Market, Operational Risk, Governance, Fixed Income, Back Office, Securities, Trading, Prime Brokerage, Derivatives, Compliance, Settlement, Collateral Management, Image Capture, Hedging, Middle Office, Strategy, Treasury Management, Portfolio Management, Market Risk, Financial Risk, FX Options, Management, Loans, CRM, Options, ABS, International..., Financial Transactions, Investment Banking, Securities Lending, Securitization, Funding, Structured Finance
Education
Gettysburg College 1984 — 1988
BA
Wroxton College, England 1987 — 1987
University of Colorado Boulder 1986 — 1986
adrian chua's Merrill Lynch Experience August 2006 - January 2007
Job Chimerical Holdings Corp.
Industry Internet
Experience
Chimerical Holdings Corp. May 2007 - Present
Tim Spellman Law Offices January 2007 - May 2007
Merrill Lynch August 2006 - January 2007
Alban, Tay, Mathani, De Silva June 2005 - August 2005
Education
Gonzaga University School of Law 2004 — 2007
J.D., Law
Gonzaga University 2000 — 2004
Chimerical Holdings Corp. May 2007 - Present
Tim Spellman Law Offices January 2007 - May 2007
Merrill Lynch August 2006 - January 2007
Alban, Tay, Mathani, De Silva June 2005 - August 2005
Education
Gonzaga University School of Law 2004 — 2007
J.D., Law
Gonzaga University 2000 — 2004
Blair Ostrem's Merrill Lynch Experience November 2007 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Bellevue Downtown Association September 2007 - October 2007
Merrill Lynch January 2007 - April 2007
Northwest Staffing Resources June 2006 - August 2006
RE/MAX Northwest Realtors Inc. June 2001 - August 2006
Northwest Staffing Resources May 2005 - August 2005
Skills
Customer Service, Leadership, Management, Training, Organization, Fundraising, Project Planning, Microsoft Excel, Volunteering, Analysis, Finance, Investments, Financial Analysis
Education
Gonzaga University 2003 — 2007
Business, Finance, International Business, German Minor
Gonzaga University - School of Business Administration 2003 — 2007
Business, Finance, International Business, German Minor
Merrill Lynch November 2007 - Present
Bellevue Downtown Association September 2007 - October 2007
Merrill Lynch January 2007 - April 2007
Northwest Staffing Resources June 2006 - August 2006
RE/MAX Northwest Realtors Inc. June 2001 - August 2006
Northwest Staffing Resources May 2005 - August 2005
Skills
Customer Service, Leadership, Management, Training, Organization, Fundraising, Project Planning, Microsoft Excel, Volunteering, Analysis, Finance, Investments, Financial Analysis
Education
Gonzaga University 2003 — 2007
Business, Finance, International Business, German Minor
Gonzaga University - School of Business Administration 2003 — 2007
Business, Finance, International Business, German Minor
Cassi Clausen's Merrill Lynch Experience April 2001 - July 2002
Job CoFounder of The Open School
Industry Education Management
Experience
Zurvita July 2013 - Present
The Open School March 2012 - Present
Discovery Toys, LLC August 2010 - June 2013
Men for a Cause Magazine October 2009 - June 2010
Summerhill Investments June 2007 - August 2008
The Work Foundation 2007 - 2008
Clayton & Associates May 2005 - September 2006
Westminster Christian Academy June 2003 - June 2005
Merrill Lynch April 2001 - July 2002
Skills
Writing, Editing, Public Speaking, Teaching, Team Building, Negotiation, Time Management, Event Planning, Nonprofits
Education
Goldsmiths, University of London 2006 — 2007
MA, Performance and Culture
University of Missouri-Saint Louis 2003 — 2004
M.Ed., Secondary Education
Westmont College 1997 — 2001
Bachelor of Arts (BA), Communication Studies
Zurvita July 2013 - Present
The Open School March 2012 - Present
Discovery Toys, LLC August 2010 - June 2013
Men for a Cause Magazine October 2009 - June 2010
Summerhill Investments June 2007 - August 2008
The Work Foundation 2007 - 2008
Clayton & Associates May 2005 - September 2006
Westminster Christian Academy June 2003 - June 2005
Merrill Lynch April 2001 - July 2002
Skills
Writing, Editing, Public Speaking, Teaching, Team Building, Negotiation, Time Management, Event Planning, Nonprofits
Education
Goldsmiths, University of London 2006 — 2007
MA, Performance and Culture
University of Missouri-Saint Louis 2003 — 2004
M.Ed., Secondary Education
Westmont College 1997 — 2001
Bachelor of Arts (BA), Communication Studies
Gaurav Priyolkar's Merrill Lynch Experience January 2006 - December 2009
Job Linux Expert
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2006 - December 2009
GE May 2003 - January 2006
Tata Consultancy Services November 2002 - January 2006
Pyramid Softech August 2001 - October 2002
Skills
Linux, Enterprise Architecture, System Administration, Red Hat Linux, Clustering, High Availability, Puppet, Veritas Cluster Server, Veritas Volume Manager, LVM, Apache, DNS, NFS, Samba, Squid, Sendmail, Weblogic, C, Perl, PHP, Shell Scripting, PostgreSQL, BigBrother, CVS, Bugzilla, Asterisk
Education
Goa University
Bachelor of Engineering, Computer Science
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2006 - December 2009
GE May 2003 - January 2006
Tata Consultancy Services November 2002 - January 2006
Pyramid Softech August 2001 - October 2002
Skills
Linux, Enterprise Architecture, System Administration, Red Hat Linux, Clustering, High Availability, Puppet, Veritas Cluster Server, Veritas Volume Manager, LVM, Apache, DNS, NFS, Samba, Squid, Sendmail, Weblogic, C, Perl, PHP, Shell Scripting, PostgreSQL, BigBrother, CVS, Bugzilla, Asterisk
Education
Goa University
Bachelor of Engineering, Computer Science
Kim Cruz's Merrill Lynch Experience March 2004 - June 2006
Job Inventory Management at Brocade
Industry Computer Networking
Experience
Dole Food Company June 2015 - Present
Brocade August 2011 - November 2013
Brocade May 2002 - November 2013
Merrill Lynch March 2004 - June 2006
Brocade May 2002 - March 2004
LGC Wireless November 2001 - May 2002
ReplayTV August 1999 - October 2001
IBM March 1998 - August 1999
Gregory and Associates LLC December 1996 - March 1998
Phoenix Technologies December 1994 - December 1996
Skills
Cross-functional Team..., Go-to-market Strategy, Program Management, Start-ups, Product Management, Supply Chain Management, Strategy, Marketing, Cloud Computing, Project Planning, Enterprise Software, Management, Product Marketing, SaaS, Solution Selling, Channel Partners, Business Alliances, Strategic Partnerships, Data Center, Professional Services, Storage, Sales Operations, Salesforce.com, Competitive Analysis, Partner Management, Procurement, Vendor Management
Education
Golden Gate University 1985 — 1990
MBA, Business Management
Dole Food Company June 2015 - Present
Brocade August 2011 - November 2013
Brocade May 2002 - November 2013
Merrill Lynch March 2004 - June 2006
Brocade May 2002 - March 2004
LGC Wireless November 2001 - May 2002
ReplayTV August 1999 - October 2001
IBM March 1998 - August 1999
Gregory and Associates LLC December 1996 - March 1998
Phoenix Technologies December 1994 - December 1996
Skills
Cross-functional Team..., Go-to-market Strategy, Program Management, Start-ups, Product Management, Supply Chain Management, Strategy, Marketing, Cloud Computing, Project Planning, Enterprise Software, Management, Product Marketing, SaaS, Solution Selling, Channel Partners, Business Alliances, Strategic Partnerships, Data Center, Professional Services, Storage, Sales Operations, Salesforce.com, Competitive Analysis, Partner Management, Procurement, Vendor Management
Education
Golden Gate University 1985 — 1990
MBA, Business Management
Erin Barschdorf (Walsh)'s Merrill Lynch Experience May 2006 - December 2009
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America January 2014 - Present
Bank of America March 2010 - Present
Merrill Lynch May 2006 - December 2009
SAIC July 2003 - May 2006
Skills
SDLC, Agile Methodologies, Equities, Software Configuration..., Technical Writing, Requirements Analysis, Vendor Management, Visio, Project Management, Microsoft Office, Content Management, Business Analysis, Security, MS Project, Software Project..., Requirements Gathering, Testing, Software Documentation, Program Management, Financial Services, Analysis, Risk Management
Education
Gettysburg College 1999 — 2003
TZ
Uni-Lodge
Bank of America January 2014 - Present
Bank of America March 2010 - Present
Merrill Lynch May 2006 - December 2009
SAIC July 2003 - May 2006
Skills
SDLC, Agile Methodologies, Equities, Software Configuration..., Technical Writing, Requirements Analysis, Vendor Management, Visio, Project Management, Microsoft Office, Content Management, Business Analysis, Security, MS Project, Software Project..., Requirements Gathering, Testing, Software Documentation, Program Management, Financial Services, Analysis, Risk Management
Education
Gettysburg College 1999 — 2003
TZ
Uni-Lodge
Joe Biernat's Merrill Lynch Experience January 1989 - March 1996
Job Chief Investment Officer at Permian Global
Industry Investment Management
Experience
Permian Global January 2011 - Present
Financial Consultant July 2010 - Present
European Credit Management March 2000 - June 2010
PARIBAS March 1998 - March 2000
Deutsche Bank March 1996 - March 1998
Deutsche Bank March 1996 - March 1998
Merrill Lynch January 1989 - March 1996
Education
Rensselaer Polytechnic Institute 1977 — 1979
MBA, Finance
Gettysburg College 1971 — 1975
BA, Biology
Permian Global January 2011 - Present
Financial Consultant July 2010 - Present
European Credit Management March 2000 - June 2010
PARIBAS March 1998 - March 2000
Deutsche Bank March 1996 - March 1998
Deutsche Bank March 1996 - March 1998
Merrill Lynch January 1989 - March 1996
Education
Rensselaer Polytechnic Institute 1977 — 1979
MBA, Finance
Gettysburg College 1971 — 1975
BA, Biology
Olivia Trenggono's Merrill Lynch Experience April 2006 - June 2006
Job Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) 2008 - 2012
Mohler, Nixon & Williams October 2006 - July 2007
Merrill Lynch April 2006 - June 2006
Skills
Tax Accounting, Finance, Tax Research, Income Tax, GAAP, Accounting, Tax, US GAAP, CPA, Financial Reporting
Education
Golden Gate University 2007 — 2008
MS, Taxation
Santa Clara University - Leavey School of Business 2004 — 2006
BS, Finance and Accounting
Moss Adams LLP 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) 2008 - 2012
Mohler, Nixon & Williams October 2006 - July 2007
Merrill Lynch April 2006 - June 2006
Skills
Tax Accounting, Finance, Tax Research, Income Tax, GAAP, Accounting, Tax, US GAAP, CPA, Financial Reporting
Education
Golden Gate University 2007 — 2008
MS, Taxation
Santa Clara University - Leavey School of Business 2004 — 2006
BS, Finance and Accounting
Jevon Price's Merrill Lynch Experience May 2012 - Present
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch 2006 - 2011
Bank of America Merrill Lynch 2001 - 2006
Bank of America Merrill Lynch 1996 - 2001
Bank of America Merrill Lynch 1993 - 1996
Esprit June 1985 - September 1993
Skills
Trading, Pensions, Fixed Income, Equities, Series 7, Finance, Hedge Funds, Risk Management, Mutual Funds, Financial Services, Securities, Financial Risk, Asset Allocation, CRM, Investment Banking, Wealth Management, Series 63, Portfolio Management, FINRA, Back Office, Alternative Investments, Derivatives, Mergers & Acquisitions
Education
Golden Gate University 1994 — 1996
MBA, Finance
University of California, Berkeley 1987 — 1991
BA, Economics
Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch 2006 - 2011
Bank of America Merrill Lynch 2001 - 2006
Bank of America Merrill Lynch 1996 - 2001
Bank of America Merrill Lynch 1993 - 1996
Esprit June 1985 - September 1993
Skills
Trading, Pensions, Fixed Income, Equities, Series 7, Finance, Hedge Funds, Risk Management, Mutual Funds, Financial Services, Securities, Financial Risk, Asset Allocation, CRM, Investment Banking, Wealth Management, Series 63, Portfolio Management, FINRA, Back Office, Alternative Investments, Derivatives, Mergers & Acquisitions
Education
Golden Gate University 1994 — 1996
MBA, Finance
University of California, Berkeley 1987 — 1991
BA, Economics
Julian Perti's Merrill Lynch Experience August 2009 - December 2009
Job Emergency Department Technician at Mount Auburn Hospital
Industry Hospital & Health Care
Experience
Mount Auburn Hospital June 2015 - Present
Chambersburg Hospital May 2013 - June 2015
Gettysburg College December 2009 - May 2014
Julia Manor Health Care Center July 2010 - January 2012
Merrill Lynch August 2009 - December 2009
Agawam Hunt Country Club May 2005 - December 2009
Gettysburg College August 2006 - September 2009
Gettysburg College August 2005 - May 2006
Skills
Microsoft Office, PowerPoint, Research, Sports Biomechanics, Word, Intercollegiate..., Excel, Public Speaking, Training Theory, Sport Physiology, Organizational..., Athletic Performance, Nutrition, Strength & Conditioning, Microsoft Word, Cpr Certified, Training, Coaching, Event Planning, Community Outreach, EMR, Phlebotomy, Splinting, BLS, Microsoft Excel, Leadership, Volunteer Management
Education
Massachusetts College of Pharmacy and Health Sciences
Health Sciences
Gettysburg College 2005 — 2009
BA, Health Sciences, Religion
Shippensburg University of Pennsylvania 2011 — 2012
Pre-Medicine/Pre-Medical Studies, 3.89
Mount Auburn Hospital June 2015 - Present
Chambersburg Hospital May 2013 - June 2015
Gettysburg College December 2009 - May 2014
Julia Manor Health Care Center July 2010 - January 2012
Merrill Lynch August 2009 - December 2009
Agawam Hunt Country Club May 2005 - December 2009
Gettysburg College August 2006 - September 2009
Gettysburg College August 2005 - May 2006
Skills
Microsoft Office, PowerPoint, Research, Sports Biomechanics, Word, Intercollegiate..., Excel, Public Speaking, Training Theory, Sport Physiology, Organizational..., Athletic Performance, Nutrition, Strength & Conditioning, Microsoft Word, Cpr Certified, Training, Coaching, Event Planning, Community Outreach, EMR, Phlebotomy, Splinting, BLS, Microsoft Excel, Leadership, Volunteer Management
Education
Massachusetts College of Pharmacy and Health Sciences
Health Sciences
Gettysburg College 2005 — 2009
BA, Health Sciences, Religion
Shippensburg University of Pennsylvania 2011 — 2012
Pre-Medicine/Pre-Medical Studies, 3.89
Jared A. Cook's Merrill Lynch Experience May 2008 - November 2009
Job Vice President
Industry Financial Services
Experience
Net Worth Management, Inc. January 2013 - Present
Varsity Club Sports Academy October 2009 - Present
No Body Denied Fitness 2010 - Present
The Montclair Kimberley Academy June 2009 - 2013
Independent November 2009 - December 2012
Merrill Lynch May 2008 - November 2009
Skills
Investments, Retirement Planning, Wealth Management, Financial Advisory, Finance, Managed Money, Mutual Funds, Entrepreneurship, Insurance, Public Speaking, Asset Allocation, Estate Planning, Series 7, Retirement, Series 63, Life & Health Insurance..., Financial Services, Management, Recruiting, Uniform Combined State..., 401k, Securities, Sports Management, Disability Insurance, Financial Coaching, Tax-planning, Tax-exempt, Money Management, Equities, Retirement Plan..., Retirement Benefits, Series 66, Small Business
Education
Gettysburg College 2004 — 2006
BS, Management
Northeastern University 2001 — 2003
Marketing, Entrepreneurship
The Montclair Kimberley Academy 1997 — 2001
Net Worth Management, Inc. January 2013 - Present
Varsity Club Sports Academy October 2009 - Present
No Body Denied Fitness 2010 - Present
The Montclair Kimberley Academy June 2009 - 2013
Independent November 2009 - December 2012
Merrill Lynch May 2008 - November 2009
Skills
Investments, Retirement Planning, Wealth Management, Financial Advisory, Finance, Managed Money, Mutual Funds, Entrepreneurship, Insurance, Public Speaking, Asset Allocation, Estate Planning, Series 7, Retirement, Series 63, Life & Health Insurance..., Financial Services, Management, Recruiting, Uniform Combined State..., 401k, Securities, Sports Management, Disability Insurance, Financial Coaching, Tax-planning, Tax-exempt, Money Management, Equities, Retirement Plan..., Retirement Benefits, Series 66, Small Business
Education
Gettysburg College 2004 — 2006
BS, Management
Northeastern University 2001 — 2003
Marketing, Entrepreneurship
The Montclair Kimberley Academy 1997 — 2001
Regina Flanagan's Merrill Lynch Experience December 1997 - April 1999
Job Strategist at OMG Lifestyles
Industry Management Consulting
Experience
OMG Lifestyles June 2010 - Present
Yerba Buena Community Benefit Fund June 2008 - January 2015
Benefit Cosmetics June 2010 - July 2012
Professional Development Network, Ltd. January 2008 - June 2010
Cisco Systems, Inc. October 2005 - July 2007
NorthStar International / SEI Investments Company 2004 - 2005
Schwab Institutional November 2001 - November 2003
Cambridge Technology Partners April 1999 - October 2001
Merrill Lynch December 1997 - April 1999
Barclays Global Investors 1993 - 1997
Skills
Strategy, Management Consulting, Business Strategy, Program Management, Strategic Planning, Strategic Communications, Product Management, Executive Management, Marketing Strategy, Executive Coaching, Mergers & Acquisitions, Investments, Consulting, Business Development, Professional Services, SaaS, Advisory Boards, Board Development, Non-profit Board..., Cross-functional Team..., Vendor Relationship..., Executive Development, Talent Management, Change Management, Leadership, Management, Forecasting, Start-ups
Education
Wellesley College
Bachelor of Arts (B.A.), Psychology, Economics
Golden Gate University
MS Finance, Finance, General
OMG Lifestyles June 2010 - Present
Yerba Buena Community Benefit Fund June 2008 - January 2015
Benefit Cosmetics June 2010 - July 2012
Professional Development Network, Ltd. January 2008 - June 2010
Cisco Systems, Inc. October 2005 - July 2007
NorthStar International / SEI Investments Company 2004 - 2005
Schwab Institutional November 2001 - November 2003
Cambridge Technology Partners April 1999 - October 2001
Merrill Lynch December 1997 - April 1999
Barclays Global Investors 1993 - 1997
Skills
Strategy, Management Consulting, Business Strategy, Program Management, Strategic Planning, Strategic Communications, Product Management, Executive Management, Marketing Strategy, Executive Coaching, Mergers & Acquisitions, Investments, Consulting, Business Development, Professional Services, SaaS, Advisory Boards, Board Development, Non-profit Board..., Cross-functional Team..., Vendor Relationship..., Executive Development, Talent Management, Change Management, Leadership, Management, Forecasting, Start-ups
Education
Wellesley College
Bachelor of Arts (B.A.), Psychology, Economics
Golden Gate University
MS Finance, Finance, General
Andrew Knust's Merrill Lynch Experience May 2004 - February 2006
Job Senior Vice President, SunTrust Investment Services, Inc. Private Wealth Management
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2006 - Present
Merrill Lynch May 2004 - February 2006
PG&E Energy Trading August 2000 - February 2003
PG&E National Energy Group 2000 - 2003
Sempra Energy Trading March 1995 - June 2000
AIG Trading Group 1995 - 1998
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Finance, Investment Strategies, Financial Services, Financial Planning, Investment Management, Trading
Education
Gettysburg College 1989 — 1993
BA, Political Science
University of South Florida 2004 — 2006
CFP
SunTrust Investment Services, Inc. May 2006 - Present
Merrill Lynch May 2004 - February 2006
PG&E Energy Trading August 2000 - February 2003
PG&E National Energy Group 2000 - 2003
Sempra Energy Trading March 1995 - June 2000
AIG Trading Group 1995 - 1998
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Finance, Investment Strategies, Financial Services, Financial Planning, Investment Management, Trading
Education
Gettysburg College 1989 — 1993
BA, Political Science
University of South Florida 2004 — 2006
CFP
Andrew Larsen's Merrill Lynch Experience January 2012 - December 2012
Job CFO at Ace & Everett
Industry Retail
Experience
Ace & Everett July 2015 - Present
UBS January 2013 - May 2015
Merrill Lynch January 2012 - December 2012
Merrill Lynch July 2008 - December 2011
Merrill Lynch May 2006 - June 2008
Skills
Bloomberg, Excel, PowerPoint, Lacrosse, Intermediate Spanish, SharePoint, Salesforce.com, Data Analysis, Alternative Investments, Hedge Funds, Valuation, Financial Modeling
Education
Gettysburg College 2004 — 2008
BA, Economics
The Lawrenceville School 2001 — 2004
Princeton Day School 1997 — 2001
Ace & Everett July 2015 - Present
UBS January 2013 - May 2015
Merrill Lynch January 2012 - December 2012
Merrill Lynch July 2008 - December 2011
Merrill Lynch May 2006 - June 2008
Skills
Bloomberg, Excel, PowerPoint, Lacrosse, Intermediate Spanish, SharePoint, Salesforce.com, Data Analysis, Alternative Investments, Hedge Funds, Valuation, Financial Modeling
Education
Gettysburg College 2004 — 2008
BA, Economics
The Lawrenceville School 2001 — 2004
Princeton Day School 1997 — 2001
Jim Sogotis's Merrill Lynch Experience May 1991 - September 1996
Job Theseus Funds Group
Industry Financial Services
Experience
Theseus Funds Group March 2012 - Present
Summitcrest Capital LLC November 2006 - December 2011
McCullough Andrews and Cappiello September 1996 - November 1999
Merrill Lynch May 1991 - September 1996
Skills
Financial Planning, Estate Planning, Investments, Asset Management, Equities, Retirement Planning, Portfolio Management, Hedge Funds, Real Estate, Retirement, Strategic Financial..., Mutual Funds, Securities, Bonds, Trading
Education
Golden Gate University 1983 — 1985
Bachelor of Science (BS), Management/Economics
Theseus Funds Group March 2012 - Present
Summitcrest Capital LLC November 2006 - December 2011
McCullough Andrews and Cappiello September 1996 - November 1999
Merrill Lynch May 1991 - September 1996
Skills
Financial Planning, Estate Planning, Investments, Asset Management, Equities, Retirement Planning, Portfolio Management, Hedge Funds, Real Estate, Retirement, Strategic Financial..., Mutual Funds, Securities, Bonds, Trading
Education
Golden Gate University 1983 — 1985
Bachelor of Science (BS), Management/Economics
Peter Bergschneider's Merrill Lynch Experience March 2010 - August 2011
Job Park Hill Group
Industry Financial Services
Experience
The Blackstone Group / Park Hill Group July 2013 - Present
Credit Suisse September 2011 - June 2013
Merrill Lynch March 2010 - August 2011
The Lucas Group August 2008 - October 2009
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Hedge Funds, Data Analysis, Business Valuation, Analytics, Investment Banking, Finance, Investments, Strategy, Venture Capital, Financial Services, Mergers & Acquisitions, Asset Management, Management Consulting, Competitive Analysis, Business Strategy, Market Research, Asset Managment, Mergers, Series 3, Series 7, Series 66, Series 79, Chartered Alternative...
Education
Gettysburg College
BA, Philosophy, Spanish
Greens Farms Academy
The Blackstone Group / Park Hill Group July 2013 - Present
Credit Suisse September 2011 - June 2013
Merrill Lynch March 2010 - August 2011
The Lucas Group August 2008 - October 2009
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Hedge Funds, Data Analysis, Business Valuation, Analytics, Investment Banking, Finance, Investments, Strategy, Venture Capital, Financial Services, Mergers & Acquisitions, Asset Management, Management Consulting, Competitive Analysis, Business Strategy, Market Research, Asset Managment, Mergers, Series 3, Series 7, Series 66, Series 79, Chartered Alternative...
Education
Gettysburg College
BA, Philosophy, Spanish
Greens Farms Academy
Melody Silveira's Merrill Lynch Experience 1991 - 1995
Job Residential Loan Processor
Industry Banking
Experience
The Savings Bank - TSB March 2012 - Present
Accountemps January 2010 - December 2011
GE Capital Mortgage Insurance April 1992 - December 1995
Merrill Lynch 1991 - 1995
Sko-Fed Mortgage 1977 - 1985
Skills
Small Business, Investments, Bank Secrecy Act, Mortgage Lending, Sales, Underwriting, Loans, Entrepreneurship, Small Business Lending, Commercial Lending, Credit
Education
Golden West College
The Savings Bank - TSB March 2012 - Present
Accountemps January 2010 - December 2011
GE Capital Mortgage Insurance April 1992 - December 1995
Merrill Lynch 1991 - 1995
Sko-Fed Mortgage 1977 - 1985
Skills
Small Business, Investments, Bank Secrecy Act, Mortgage Lending, Sales, Underwriting, Loans, Entrepreneurship, Small Business Lending, Commercial Lending, Credit
Education
Golden West College
Kimberley Paris's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch Impact Investing Director
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch March 2009 - June 2015
Bank of America December 2007 - March 2009
Columbia Management July 2002 - December 2007
Credit Suisse Asset Management July 2001 - July 2002
BNP Paribas June 2000 - July 2001
Phillips & Drew International Investments June 1997 - May 2000
GC Services September 1994 - May 1997
MTV Networks May 1990 - September 1994
Skills
Mutual Funds, Product Management, Series 7, Strategy, Competitive Analysis, Leadership, Alternative Investments
Education
Gettysburg College 1986 — 1990
Bachelor of Liberal Arts, Fine Arts
Pocono Mountain Senior High School 1982 — 1986
Merrill Lynch June 2015 - Present
Merrill Lynch March 2009 - June 2015
Bank of America December 2007 - March 2009
Columbia Management July 2002 - December 2007
Credit Suisse Asset Management July 2001 - July 2002
BNP Paribas June 2000 - July 2001
Phillips & Drew International Investments June 1997 - May 2000
GC Services September 1994 - May 1997
MTV Networks May 1990 - September 1994
Skills
Mutual Funds, Product Management, Series 7, Strategy, Competitive Analysis, Leadership, Alternative Investments
Education
Gettysburg College 1986 — 1990
Bachelor of Liberal Arts, Fine Arts
Pocono Mountain Senior High School 1982 — 1986
Stuart Marra's Merrill Lynch Experience August 2000 - June 2006
Job Sales Trader at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group April 2010 - Present
Susquehanna International Group, LLP (SIG) 2010 - Present
Deutsche Bank Securities June 2006 - April 2010
Merrill Lynch August 2000 - June 2006
Skills
Trading, Equities
Education
Gettysburg College 1996 — 2000
BA, Business and computer science
Susquehanna International Group April 2010 - Present
Susquehanna International Group, LLP (SIG) 2010 - Present
Deutsche Bank Securities June 2006 - April 2010
Merrill Lynch August 2000 - June 2006
Skills
Trading, Equities
Education
Gettysburg College 1996 — 2000
BA, Business and computer science
Olin Cramer's Merrill Lynch Experience May 2007 - September 2007
Job Business Management
Industry Wine and Spirits
Experience
Myself February 2011 - Present
CMT Consulting, Inc. February 2010 - February 2011
Ameriprise Financial Services, Inc. March 2008 - October 2009
Merrill Lynch May 2007 - September 2007
Skills
Leadership, Sales, Finance, Investments, Team Management, Outsourcing, Salesforce.com, New Business Development, Microsoft Excel, Cold Calling, Account Management, Direct Sales, Marketing Strategy, Social Media Marketing, Solution Selling, Marketing, Social Media, Strategic Partnerships, CRM, Strategic Planning
Education
Gettysburg College 2004 — 2008
BA, Business Management
Myself February 2011 - Present
CMT Consulting, Inc. February 2010 - February 2011
Ameriprise Financial Services, Inc. March 2008 - October 2009
Merrill Lynch May 2007 - September 2007
Skills
Leadership, Sales, Finance, Investments, Team Management, Outsourcing, Salesforce.com, New Business Development, Microsoft Excel, Cold Calling, Account Management, Direct Sales, Marketing Strategy, Social Media Marketing, Solution Selling, Marketing, Social Media, Strategic Partnerships, CRM, Strategic Planning
Education
Gettysburg College 2004 — 2008
BA, Business Management
Kipp Good's Merrill Lynch Experience June 1987 - July 1990
Job Managing Partner at Precision Approach Marketing
Industry Financial Services
Experience
Precision Approach Marketing June 2012 - Present
Citi Private Bank September 2009 - June 2012
Smith Barney March 2006 - September 2009
Dryden Wealth Management January 2002 - January 2006
Prudential Financial June 1990 - January 2002
Merrill Lynch June 1987 - July 1990
Skills
Hedge Funds, Mutual Funds, Private Equity, Investor Relations, Structured Products, Product Development, Alternative Investments, Investments, Separately Managed..., Wealth Management, Asset Management, Asset Managment, Trading, Business Strategy, Investment Banking, Financial Services, Mergers & Acquisitions, Fixed Income, Capital Markets, Strategy, Equities, Business Development, Banking, Financial Advisory, Financial Analysis, Series 63, Portfolio Management, Securities, Series 7, Private Banking, FINRA, Financial Markets, Investment Strategies, Investment Management, Investment Advisory, Wealth Management..., ETFs, Series 24, Commodity, Emerging Markets, Asset Allocation, Strategic Financial..., Fund Of Funds, Bonds, Derivatives, Options, Structured Finance, Financial Structuring, Retirement Planning
Education
Gettysburg College 1983 — 1987
BA, Management
Peddie School 1978 — 1983
Precision Approach Marketing June 2012 - Present
Citi Private Bank September 2009 - June 2012
Smith Barney March 2006 - September 2009
Dryden Wealth Management January 2002 - January 2006
Prudential Financial June 1990 - January 2002
Merrill Lynch June 1987 - July 1990
Skills
Hedge Funds, Mutual Funds, Private Equity, Investor Relations, Structured Products, Product Development, Alternative Investments, Investments, Separately Managed..., Wealth Management, Asset Management, Asset Managment, Trading, Business Strategy, Investment Banking, Financial Services, Mergers & Acquisitions, Fixed Income, Capital Markets, Strategy, Equities, Business Development, Banking, Financial Advisory, Financial Analysis, Series 63, Portfolio Management, Securities, Series 7, Private Banking, FINRA, Financial Markets, Investment Strategies, Investment Management, Investment Advisory, Wealth Management..., ETFs, Series 24, Commodity, Emerging Markets, Asset Allocation, Strategic Financial..., Fund Of Funds, Bonds, Derivatives, Options, Structured Finance, Financial Structuring, Retirement Planning
Education
Gettysburg College 1983 — 1987
BA, Management
Peddie School 1978 — 1983
Edward Caruth's Merrill Lynch Experience June 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Skills
Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Asset Allocation
Education
Gettysburg College 1983 — 1987
BA, Business
Wyoming Seminary College Prep 1979 — 1983
Merrill Lynch June 2008 - Present
Skills
Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Asset Allocation
Education
Gettysburg College 1983 — 1987
BA, Business
Wyoming Seminary College Prep 1979 — 1983
Andy Wilmot's Merrill Lynch Experience April 1990 - September 2000
Job Managing Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2008 - Present
Lehman Brothers September 2000 - September 2008
Merrill Lynch April 1990 - September 2000
Skills
Asset Management, Retirement Planning, Equities, Alternative Investments, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Series 63, Asset Allocation, Hedge Funds, Investment Management, Strategy, Investment Strategies, Wealth Management, Strategic Financial..., Securities, Fixed Income, ETFs, Separately Managed...
Education
Gettysburg College 1984 — 1988
Ba, Management
Allianz Global Investors September 2008 - Present
Lehman Brothers September 2000 - September 2008
Merrill Lynch April 1990 - September 2000
Skills
Asset Management, Retirement Planning, Equities, Alternative Investments, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Series 63, Asset Allocation, Hedge Funds, Investment Management, Strategy, Investment Strategies, Wealth Management, Strategic Financial..., Securities, Fixed Income, ETFs, Separately Managed...
Education
Gettysburg College 1984 — 1988
Ba, Management
Nate McPhail's Merrill Lynch Experience July 2002 - July 2005
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Robertson Stephens Advisors June 2013 - May 2015
WTAS July 2012 - May 2013
Internal Revenue Service Office of Chief Counsel January 2012 - May 2012
BOSS Enterprises, LLC June 2009 - April 2010
WTAS March 2009 - June 2009
Merrill Lynch July 2002 - July 2005
Robertson Stephens June 1997 - July 2002
Education
Golden Gate University, School of Law 2010 — 2012
LL.M. in Taxation with Honors, Taxation
Golden Gate University, School of Law 2005 — 2008
Doctor of Jurisprudence, Specialization Certificate in Taxation
Northeastern University 1991 — 1996
B.S.B.A, Finance & International Business
Berkeley High School 1987 — 1991
Morgan Stanley May 2015 - Present
Robertson Stephens Advisors June 2013 - May 2015
WTAS July 2012 - May 2013
Internal Revenue Service Office of Chief Counsel January 2012 - May 2012
BOSS Enterprises, LLC June 2009 - April 2010
WTAS March 2009 - June 2009
Merrill Lynch July 2002 - July 2005
Robertson Stephens June 1997 - July 2002
Education
Golden Gate University, School of Law 2010 — 2012
LL.M. in Taxation with Honors, Taxation
Golden Gate University, School of Law 2005 — 2008
Doctor of Jurisprudence, Specialization Certificate in Taxation
Northeastern University 1991 — 1996
B.S.B.A, Finance & International Business
Berkeley High School 1987 — 1991
Steve Shebell's Merrill Lynch Experience October 1995 - August 2008
Job Owner, Stephen A. Shebell, CPA
Industry Accounting
Experience
Stephen A. Shebell, CPA January 2009 - Present
Merrill Lynch October 1995 - August 2008
Education
Monmouth University 1988 — 1990
MBA, Accounting
Gettysburg College 1979 — 1983
BA, Business
Stephen A. Shebell, CPA January 2009 - Present
Merrill Lynch October 1995 - August 2008
Education
Monmouth University 1988 — 1990
MBA, Accounting
Gettysburg College 1979 — 1983
BA, Business
Matthew Bees, CFP®, CRPC®'s Merrill Lynch Experience January 2003 - January 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2007 - Present
Merrill Lynch January 2003 - January 2007
Skills
Retirement Planning, Investments, Insurance, Equities, Asset Allocation, Fixed Annuities, Strategic Financial..., Series 7, Wealth Management, Retirement, Securities, Financial Services, Finance, Financial Planners, Annuities, Mutual Funds, Long Term Care, Financial Analysis, Retirement Income..., investment estate...
Education
Youngstown State University 1995 — 2000
Bachelors, Business
Golden Gate University
Wells Fargo Advisors January 2007 - Present
Merrill Lynch January 2003 - January 2007
Skills
Retirement Planning, Investments, Insurance, Equities, Asset Allocation, Fixed Annuities, Strategic Financial..., Series 7, Wealth Management, Retirement, Securities, Financial Services, Finance, Financial Planners, Annuities, Mutual Funds, Long Term Care, Financial Analysis, Retirement Income..., investment estate...
Education
Youngstown State University 1995 — 2000
Bachelors, Business
Golden Gate University
Terri Lyders's Merrill Lynch Experience August 1994 - April 2004
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2004 - Present
Merrill Lynch August 1994 - April 2004
Skills
Number Cruncher, BNA Income Tax Planner, BNA Gift and Estate Tax..., WealthTech, Naviplan, BNA Portfolios (online..., CCH (online tax..., Strategic Financial..., Estate Tax Planning, Estate Planning, High Net Worth..., Income Tax, Financial Modeling, Financial Advisory, Investment Advisory, Wealth, Banking, Tax, Financial Services, Financial Planning, Asset Management, Portfolio Management
Education
Golden Gate University 2001 — 2003
Masters, Taxation
University of Washington, Michael G. Foster School of Business 1989 — 1993
BA, Finance and Marketing
UBS Wealth Management May 2004 - Present
Merrill Lynch August 1994 - April 2004
Skills
Number Cruncher, BNA Income Tax Planner, BNA Gift and Estate Tax..., WealthTech, Naviplan, BNA Portfolios (online..., CCH (online tax..., Strategic Financial..., Estate Tax Planning, Estate Planning, High Net Worth..., Income Tax, Financial Modeling, Financial Advisory, Investment Advisory, Wealth, Banking, Tax, Financial Services, Financial Planning, Asset Management, Portfolio Management
Education
Golden Gate University 2001 — 2003
Masters, Taxation
University of Washington, Michael G. Foster School of Business 1989 — 1993
BA, Finance and Marketing
Brian Pryor's Merrill Lynch Experience 2009 - 2012
Job Partner at Flying X Capital LLC
Industry Venture Capital & Private Equity
Experience
Flying X Capital LLC 2013 - Present
Flying X Electric 2013 - Present
Willowood Partners LLC April 2012 - Present
Merrill Lynch 2009 - 2012
UBS Wealth Management November 2006 - September 2009
Skills
Series 7, Series 66, Mutual Funds, Financial Modeling, Wealth Management, Health Insurance, Stocks, Options, Portfolio Management, Investments, Asset Allocation, Investment Management, Finance
Education
Gettysburg College 2002 — 2006
BA, Business Management, Economics, Spanish
St. Marks School of Texas 1995 — 2002
Flying X Capital LLC 2013 - Present
Flying X Electric 2013 - Present
Willowood Partners LLC April 2012 - Present
Merrill Lynch 2009 - 2012
UBS Wealth Management November 2006 - September 2009
Skills
Series 7, Series 66, Mutual Funds, Financial Modeling, Wealth Management, Health Insurance, Stocks, Options, Portfolio Management, Investments, Asset Allocation, Investment Management, Finance
Education
Gettysburg College 2002 — 2006
BA, Business Management, Economics, Spanish
St. Marks School of Texas 1995 — 2002
Isaac Shin's Merrill Lynch Experience June 2008 - August 2008
Job Tax Consultant at Deloitte
Industry Law Practice
Experience
Deloitte August 2015 - Present
Internal Revenue Service June 2013 - November 2013
University of Washington Federal Tax Clinic October 2012 - March 2013
DC Law Group PLLC May 2012 - March 2013
International Trade Alliance September 2009 - May 2010
Merrill Lynch June 2008 - August 2008
Skills
Legal Research, Legal Writing, Tax Law, Tax Research, Tax Advisory, State Tax Planning, State Tax, Federal Tax, Auditing, Appeals, Trials, Westlaw
Education
University of Washington 2014 — 2015
Master of Laws (LL.M.), Taxation
Seattle University School of Law 2011 — 2014
Doctor of Law (J.D.), Taxation
Gonzaga University 2006 — 2010
Bachelors, Business Administration - Economics and Law & Public Policy
Deloitte August 2015 - Present
Internal Revenue Service June 2013 - November 2013
University of Washington Federal Tax Clinic October 2012 - March 2013
DC Law Group PLLC May 2012 - March 2013
International Trade Alliance September 2009 - May 2010
Merrill Lynch June 2008 - August 2008
Skills
Legal Research, Legal Writing, Tax Law, Tax Research, Tax Advisory, State Tax Planning, State Tax, Federal Tax, Auditing, Appeals, Trials, Westlaw
Education
University of Washington 2014 — 2015
Master of Laws (LL.M.), Taxation
Seattle University School of Law 2011 — 2014
Doctor of Law (J.D.), Taxation
Gonzaga University 2006 — 2010
Bachelors, Business Administration - Economics and Law & Public Policy
Cassie Selleck's Merrill Lynch Experience 1990 - 2001
Job Author of The Pecan Man, a work of Southern Fiction
Industry Writing and Editing
Experience
The Pecan Man 2012 - Present
Anderson Crane and Bridge Technologies, Inc. 2005 - March 2014
Merrill Lynch 1990 - 2001
Education
Goddard College 2014 — 2016
Bachelor's Degree, Creative Writing
Santa Fe College
Journalism
The Pecan Man 2012 - Present
Anderson Crane and Bridge Technologies, Inc. 2005 - March 2014
Merrill Lynch 1990 - 2001
Education
Goddard College 2014 — 2016
Bachelor's Degree, Creative Writing
Santa Fe College
Journalism
Karen L. Curdie's Merrill Lynch Experience 1997 - 2000
Job Manager of Marketing & Communications
Industry Financial Services
Experience
Computershare August 2010 - February 2012
UBS Wealth Management 2000 - 2010
Merrill Lynch 1997 - 2000
Skills
Project Management, Internal Communications, Management, Marketing Strategy, Marketing Communications, Vendor Management, Strategic Planning, Writing, Editing and Proofreading, Customer Service, Event Planning, Vendor Sourcing, Contract Negotiation, Process Improvement, Trend Identification, Audience Analysis, Budget Management, Outcome Measurement, Public Relations, Microsoft Office
Education
Gettysburg College
Bachelor of Arts, English
Computershare August 2010 - February 2012
UBS Wealth Management 2000 - 2010
Merrill Lynch 1997 - 2000
Skills
Project Management, Internal Communications, Management, Marketing Strategy, Marketing Communications, Vendor Management, Strategic Planning, Writing, Editing and Proofreading, Customer Service, Event Planning, Vendor Sourcing, Contract Negotiation, Process Improvement, Trend Identification, Audience Analysis, Budget Management, Outcome Measurement, Public Relations, Microsoft Office
Education
Gettysburg College
Bachelor of Arts, English
Angela M. Kelly's Merrill Lynch Experience September 2004 - April 2009
Job Registered Client Service Associate at UBS
Industry Health, Wellness and Fitness
Experience
UBS December 2013 - Present
A1C Coaching, LLC October 2012 - Present
American Diabetes Aoosciation 2013 - 2013
UBS April 2009 - October 2012
Merrill Lynch September 2004 - April 2009
Radiant Company September 2001 - August 2004
Executive Recruiting Associates August 1999 - April 2001
Skills
Series 7, Series 66, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Kriya Yoga Teacher..., YogaFit Instructor, formerly NASM & ACE..., Uniform Combined State..., Series 65, Retirement Planning, Public Speaking, Securities, Investment Advisory, Asset Allocation, Wealth Management, Yoga, Team Building, Stress Management, Series 63, Coaching, Mutual Funds
Education
CTI 2012 — 2013
Gibbs College
Certified Merit Graduate, Business
Sacred Heart University
Business, Design
UBS December 2013 - Present
A1C Coaching, LLC October 2012 - Present
American Diabetes Aoosciation 2013 - 2013
UBS April 2009 - October 2012
Merrill Lynch September 2004 - April 2009
Radiant Company September 2001 - August 2004
Executive Recruiting Associates August 1999 - April 2001
Skills
Series 7, Series 66, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Kriya Yoga Teacher..., YogaFit Instructor, formerly NASM & ACE..., Uniform Combined State..., Series 65, Retirement Planning, Public Speaking, Securities, Investment Advisory, Asset Allocation, Wealth Management, Yoga, Team Building, Stress Management, Series 63, Coaching, Mutual Funds
Education
CTI 2012 — 2013
Gibbs College
Certified Merit Graduate, Business
Sacred Heart University
Business, Design
Gregory Marcy's Merrill Lynch Experience May 2012 - October 2013
Job Associate Director at Third Avenue Management
Industry Financial Services
Experience
Third Avenue Management October 2014 - Present
Bank of America Merrill Lynch October 2013 - October 2014
Merrill Lynch May 2012 - October 2013
Bank of America Merrill Lynch June 2008 - June 2012
Skills
Series 7, Equities, Series 63, Alternative Investments, Bloomberg, Investments, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Securities, Financial Modeling, Portfolio Management, Capital Markets, Sales, Investment Strategies, Valuation, Wealth Management, Derivatives, Investment Management, Private Equity, Investment Advisory, Investment Banking, Trading, Financial Markets, Microsoft Excel, Equity Trading, Options, Corporate Finance, Finance, PowerPoint, ETFs, Relationship Management, Series 6, Asset Allocation, Salesforce.com, Microsoft Office, 401k, Retirement, Financial Advisory, Strategic Financial..., Fixed Annuities, Risk Management, Due Diligence, Mergers, Fund Of Funds, Wealth Management..., Thompson One, High Net Worth..., Private Banking
Education
Gettysburg College 2004 — 2008
BA, Business Administration and Management, General
Third Avenue Management October 2014 - Present
Bank of America Merrill Lynch October 2013 - October 2014
Merrill Lynch May 2012 - October 2013
Bank of America Merrill Lynch June 2008 - June 2012
Skills
Series 7, Equities, Series 63, Alternative Investments, Bloomberg, Investments, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Securities, Financial Modeling, Portfolio Management, Capital Markets, Sales, Investment Strategies, Valuation, Wealth Management, Derivatives, Investment Management, Private Equity, Investment Advisory, Investment Banking, Trading, Financial Markets, Microsoft Excel, Equity Trading, Options, Corporate Finance, Finance, PowerPoint, ETFs, Relationship Management, Series 6, Asset Allocation, Salesforce.com, Microsoft Office, 401k, Retirement, Financial Advisory, Strategic Financial..., Fixed Annuities, Risk Management, Due Diligence, Mergers, Fund Of Funds, Wealth Management..., Thompson One, High Net Worth..., Private Banking
Education
Gettysburg College 2004 — 2008
BA, Business Administration and Management, General
Mark Bratek's Merrill Lynch Experience May 2013 - July 2014
Job New Home Sales Consultant at Lennar
Industry Financial Services
Experience
Lennar December 2014 - Present
Stellar Logistics (FedEx Ground) September 2007 - Present
FedEx Ground September 2007 - November 2014
Merrill Lynch May 2013 - July 2014
US Bank January 2010 - May 2013
Alternative Investment Strategies Advisors June 2008 - May 2012
CIT Group July 2005 - September 2007
De Lage Landen Financial Services May 1999 - June 2005
Advanta Business Services April 1997 - May 1999
Skills
Sales Process, Negotiation, Product Development, Sales, Strategy, Investments, B2B, New Business Development, Training, Accounting, Budgets, Business Development, CRM, Customer Service, Start-ups, Relationship Management, Project Management, Management, Finance, Leadership, Portfolio Management, Financial Analysis
Education
Goldey-Beacom College 1991 — 1993
BS, International Business and Management
Lennar December 2014 - Present
Stellar Logistics (FedEx Ground) September 2007 - Present
FedEx Ground September 2007 - November 2014
Merrill Lynch May 2013 - July 2014
US Bank January 2010 - May 2013
Alternative Investment Strategies Advisors June 2008 - May 2012
CIT Group July 2005 - September 2007
De Lage Landen Financial Services May 1999 - June 2005
Advanta Business Services April 1997 - May 1999
Skills
Sales Process, Negotiation, Product Development, Sales, Strategy, Investments, B2B, New Business Development, Training, Accounting, Budgets, Business Development, CRM, Customer Service, Start-ups, Relationship Management, Project Management, Management, Finance, Leadership, Portfolio Management, Financial Analysis
Education
Goldey-Beacom College 1991 — 1993
BS, International Business and Management
Todd Horn's Merrill Lynch Experience July 2011 - October 2011
Job administrative assistant at Carpet Trends in Rye NY
Industry Accounting
Experience
U.A.C.G. & Associates June 2012 - July 2013
Merrill Lynch July 2011 - October 2011
Aqueous Recovery Resources, Inc. March 2003 - September 2009
Phoenix Partners, LLC April 1996 - February 2001
Benton , Corcoran, Leib, & Co. September 1979 - March 1996
Skills
Excel, Customer Service, Customer Relations, Word, Microsoft Office, English, Problem Solving, Outlook, Data Entry, Administration, Spreadsheets, Fax, Telephone Skills, Administrative Support, Administrative..., Microsoft Excel, Microsoft Word, System Administration
Education
Gettysburg College 1978 — 1979
Liberal Arts
The Taft School 1975 — 1978
U.A.C.G. & Associates June 2012 - July 2013
Merrill Lynch July 2011 - October 2011
Aqueous Recovery Resources, Inc. March 2003 - September 2009
Phoenix Partners, LLC April 1996 - February 2001
Benton , Corcoran, Leib, & Co. September 1979 - March 1996
Skills
Excel, Customer Service, Customer Relations, Word, Microsoft Office, English, Problem Solving, Outlook, Data Entry, Administration, Spreadsheets, Fax, Telephone Skills, Administrative Support, Administrative..., Microsoft Excel, Microsoft Word, System Administration
Education
Gettysburg College 1978 — 1979
Liberal Arts
The Taft School 1975 — 1978
Glenn Wheelock's Merrill Lynch Experience 1991 - 1993
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2000 - Present
Citi 1993 - 2000
Merrill Lynch 1991 - 1993
Skills
FINRA Arbitrator, Finance, Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Asset Management, Estate Planning, Financial Advisory, Loans, Financial Services, Equities, Financial Analysis, Alternative Investments, FINRA
Education
Gettysburg College 1987 — 1991
BA, Management
Wells Fargo Advisors, LLC June 2000 - Present
Citi 1993 - 2000
Merrill Lynch 1991 - 1993
Skills
FINRA Arbitrator, Finance, Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Asset Management, Estate Planning, Financial Advisory, Loans, Financial Services, Equities, Financial Analysis, Alternative Investments, FINRA
Education
Gettysburg College 1987 — 1991
BA, Management
Barbara (PHOENIX, AZ Murray's Merrill Lynch Experience Assistant CoachAZTECH TrianingMay 2003 - February 2011
Job Admin Assistant/Main receptionist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Assistant CoachAZTECH TrianingMay 2003 - February 2011
Madison Meadows 2005 - 2006
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Administrative..., Access, Office Management, Data Entry, Spreadsheets, Marathon, Sales, Customer Service, Time Management
Education
Glendale Community College
University of Arizona
Liberal Arts and Sciences/Liberal Studies
Merrill Lynch Assistant CoachAZTECH TrianingMay 2003 - February 2011
Madison Meadows 2005 - 2006
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Administrative..., Access, Office Management, Data Entry, Spreadsheets, Marathon, Sales, Customer Service, Time Management
Education
Glendale Community College
University of Arizona
Liberal Arts and Sciences/Liberal Studies
Joseph Ilk's Merrill Lynch Experience June 2011 - September 2012
Job Accounting Professional
Industry Accounting
Experience
Barnett & Associates Accountancy Corporation July 2014 - Present
Merrill Lynch June 2011 - September 2012
KC's Automotive October 2008 - December 2010
Progressive Insurance May 2006 - September 2006
Nixon Peabody LLP January 2006 - May 2006
Skills
Payroll Administration, Account Reconciliation, Bank Reconciliation, QuickBooks, Lacerte, Bookkeeping, Tax Preparation, Payroll, Accounts Payable
Education
Golden Gate University 2015 — 2017
Master’s Degree, Accounting
University of Rochester 2003 — 2007
Bachelor’s Degree, Mathematics and Economics
Barnett & Associates Accountancy Corporation July 2014 - Present
Merrill Lynch June 2011 - September 2012
KC's Automotive October 2008 - December 2010
Progressive Insurance May 2006 - September 2006
Nixon Peabody LLP January 2006 - May 2006
Skills
Payroll Administration, Account Reconciliation, Bank Reconciliation, QuickBooks, Lacerte, Bookkeeping, Tax Preparation, Payroll, Accounts Payable
Education
Golden Gate University 2015 — 2017
Master’s Degree, Accounting
University of Rochester 2003 — 2007
Bachelor’s Degree, Mathematics and Economics
Stephanie Blaisuis's Merrill Lynch Experience December 1981 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1981 - Present
Skills
Equities, Financial Modeling, Valuation, Investment Banking, Capital Markets, Investments, Fixed Income, Financial Analysis, Private Equity, Bloomberg, Hedge Funds, Derivatives, Corporate Finance, Portfolio Management, Series 7
Education
Gettysburg College 1977 — 1981
Pascack Valley HS, Hillsdale NJ 1973 — 1977
Merrill Lynch December 1981 - Present
Skills
Equities, Financial Modeling, Valuation, Investment Banking, Capital Markets, Investments, Fixed Income, Financial Analysis, Private Equity, Bloomberg, Hedge Funds, Derivatives, Corporate Finance, Portfolio Management, Series 7
Education
Gettysburg College 1977 — 1981
Pascack Valley HS, Hillsdale NJ 1973 — 1977
lorraine Lorraine G's Merrill Lynch Experience 1980 - 2001
Job owner at eBay Small Business
Industry Internet
Experience
eBay Small Business 2006 - Present
Merrill Lynch 1980 - 2001
Education
Georgian Court University
Accounting
eBay Small Business 2006 - Present
Merrill Lynch 1980 - 2001
Education
Georgian Court University
Accounting
Gustav Maikish's Merrill Lynch Experience March 1997 - March 1999
Job Operations Manager for RingCentral
Industry Information Technology and Services
Experience
RingCentral June 2013 - Present
Levels Beyond October 2012 - April 2013
Avaya November 2006 - April 2012
Subex Systems September 2004 - November 2006
Lightbridge November 2002 - September 2004
Oracle March 1999 - May 2002
Merrill Lynch March 1997 - March 1999
Merrill Lynch July 1995 - March 1997
Skills
ITIL, Oracle, Series 7
Education
Gettysburg College 1991 — 1995
BA, Computer Science
RingCentral June 2013 - Present
Levels Beyond October 2012 - April 2013
Avaya November 2006 - April 2012
Subex Systems September 2004 - November 2006
Lightbridge November 2002 - September 2004
Oracle March 1999 - May 2002
Merrill Lynch March 1997 - March 1999
Merrill Lynch July 1995 - March 1997
Skills
ITIL, Oracle, Series 7
Education
Gettysburg College 1991 — 1995
BA, Computer Science
DJ Ciaburri's Merrill Lynch Experience 2008 - 2010
Job Associate Director | Private Funds Group at UBS Investment Bank
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank 2014 - Present
Riveria Investment Group 2010 - 2014
Merrill Lynch 2008 - 2010
Education
Gettysburg College 2003 — 2007
Avon Old Farms School 1999 — 2003
UBS Investment Bank 2014 - Present
Riveria Investment Group 2010 - 2014
Merrill Lynch 2008 - 2010
Education
Gettysburg College 2003 — 2007
Avon Old Farms School 1999 — 2003
Stacy Skipp's Merrill Lynch Experience May 2005 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2005 - Present
Education
Golden Gate University 2009 — 2011
Masters, Taxation
Metropolitan State College of Denver 2004 — 2005
Bachelors of Science, Economics
Merrill Lynch May 2005 - Present
Education
Golden Gate University 2009 — 2011
Masters, Taxation
Metropolitan State College of Denver 2004 — 2005
Bachelors of Science, Economics
Susan Simonik's Merrill Lynch Experience August 1985 - November 1987
Job Elementary Teacher at Freehold Township Board of Education
Industry Primary/Secondary Education
Experience
Freehold Township Board of Education September 2003 - Present
Merrill Lynch August 1985 - November 1987
Skills
Technology, Communication, Analysis, Time-efficient, Training Delivery, Web Presentations, Presentations
Education
Georgian Court College 2002 — 2003
Post Undergraduate Certificate, Elementary Education and Teaching
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Freehold Township Board of Education September 2003 - Present
Merrill Lynch August 1985 - November 1987
Skills
Technology, Communication, Analysis, Time-efficient, Training Delivery, Web Presentations, Presentations
Education
Georgian Court College 2002 — 2003
Post Undergraduate Certificate, Elementary Education and Teaching
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank