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
Chevette Birgans Chevette Birgans's Merrill Lynch Experience 2001 - 2006
Job Real Estate Broker at Kale Realty
Industry Real Estate
Experience
Kale Realty August 2015 - Present
Self-employed January 2003 - Present
Merrill Lynch 2001 - 2006
Skills
Real Estate Sales..., Customer Service, Sales, Insurance, Contract Negotiation, Community Outreach, Event Planning, Fundraising, Healthcare, Leadership, Marketing, Mental Health, Nonprofits, Public Speaking, Real Estate, Real Estate Transactions, Team Building, Training, Treatment, Wellness, Management, Negotiation, Listings
Education
Governors State University 2009 — 2011
Master's degree, Communication and Media Studies
Kale Realty August 2015 - Present
Self-employed January 2003 - Present
Merrill Lynch 2001 - 2006
Skills
Real Estate Sales..., Customer Service, Sales, Insurance, Contract Negotiation, Community Outreach, Event Planning, Fundraising, Healthcare, Leadership, Marketing, Mental Health, Nonprofits, Public Speaking, Real Estate, Real Estate Transactions, Team Building, Training, Treatment, Wellness, Management, Negotiation, Listings
Education
Governors State University 2009 — 2011
Master's degree, Communication and Media Studies
Schellmarie Teesdale Schellmarie Teesdale's Merrill Lynch Experience March 2003 - September 2005
Job Assistant at Wine and Canvas of Grand Rapids
Industry Consumer Goods
Experience
BISSELL Homecare, Inc. October 2005 - Present
Wine and Canvas of Grand Rapids May 2015 - Present
Stars and Stripes Dash 5K Run/Walk May 2014 - Present
A-1 Insulation, Inc. March 2003 - September 2009
Merrill Lynch March 2003 - September 2005
Prestige Awnings and Signs January 2002 - February 2003
Northland Financial dba CNAC January 2001 - December 2001
Metropolitan Hospital June 1996 - January 2001
Shannon AFC Home June 1991 - November 1997
Skills
Customer Service, Leadership, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Management, Software Documentation, Administration, Process Improvement, Office Management, Microsoft Office, Customer Satisfaction, Sales, Self-directed, Visitor Managment, Outlook, Data Entry, Payroll, Interviews, Employee Relations, Fundraising, Administrative..., Visitor Management, Event Management, Advertising, Windchill, Spreadsheets, Customer Relations, Administrative Support, Accounting, System Administration, Retail, Inventory Management, Editing, Microsoft Office 2007, Internet, Cisco Unified..., Quickbooks, Onyx Employee Portal, Word, Accounts Receivable, Excel, Problem Solving, Event Planning, Supervisory Skills, Research, Scheduling, Windows, Encourager
Education
Grand Rapids Community College 2008 — 2010
Diploma, Associates in Liberal Arts
BISSELL Homecare, Inc. October 2005 - Present
Wine and Canvas of Grand Rapids May 2015 - Present
Stars and Stripes Dash 5K Run/Walk May 2014 - Present
A-1 Insulation, Inc. March 2003 - September 2009
Merrill Lynch March 2003 - September 2005
Prestige Awnings and Signs January 2002 - February 2003
Northland Financial dba CNAC January 2001 - December 2001
Metropolitan Hospital June 1996 - January 2001
Shannon AFC Home June 1991 - November 1997
Skills
Customer Service, Leadership, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Management, Software Documentation, Administration, Process Improvement, Office Management, Microsoft Office, Customer Satisfaction, Sales, Self-directed, Visitor Managment, Outlook, Data Entry, Payroll, Interviews, Employee Relations, Fundraising, Administrative..., Visitor Management, Event Management, Advertising, Windchill, Spreadsheets, Customer Relations, Administrative Support, Accounting, System Administration, Retail, Inventory Management, Editing, Microsoft Office 2007, Internet, Cisco Unified..., Quickbooks, Onyx Employee Portal, Word, Accounts Receivable, Excel, Problem Solving, Event Planning, Supervisory Skills, Research, Scheduling, Windows, Encourager
Education
Grand Rapids Community College 2008 — 2010
Diploma, Associates in Liberal Arts
Tammy Hancock Tammy Hancock's Merrill Lynch Experience August 1996 - March 2000
Job Senior Investment/Portfolio Specialist at Raymond James
Industry Investment Management
Experience
Raymond James December 2000 - Present
Merrill Lynch August 1996 - March 2000
Paramedical Examiner April 1993 - August 1996
Drs' Office (Cardiology) April 1991 - April 1993
US Army October 1986 - April 1991
Skills
Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 7, Life Insurance, Variable Annuities, Series 65, Finance, Investments, Asset Allocation, Portfolio Management, Series 63, Retirement, Investment Management, Wealth Management, Strategic Financial..., Investment Advisory, Investment Strategies, Financial Advisory, Fixed Annuities, Series 66, Registered Paraplanner
Education
Grand Valley State University 1994 — 1998
Bachelor's Degree, Finance, General
Raymond James December 2000 - Present
Merrill Lynch August 1996 - March 2000
Paramedical Examiner April 1993 - August 1996
Drs' Office (Cardiology) April 1991 - April 1993
US Army October 1986 - April 1991
Skills
Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 7, Life Insurance, Variable Annuities, Series 65, Finance, Investments, Asset Allocation, Portfolio Management, Series 63, Retirement, Investment Management, Wealth Management, Strategic Financial..., Investment Advisory, Investment Strategies, Financial Advisory, Fixed Annuities, Series 66, Registered Paraplanner
Education
Grand Valley State University 1994 — 1998
Bachelor's Degree, Finance, General
Aparna Vashisht-Rota Aparna Vashisht-Rota's Merrill Lynch Experience September 2000 - March 2002
Job August Education Group, President & CEO
Industry Education Management
Experience
August Education Group, LLC June 2015 - Present
Grenoble Ecole de Management March 2014 - Present
Alliant International University May 2013 - May 2015
Pinnacle College June 2012 - May 2013
Independent Contractor, Various Companies August 2011 - May 2012
Parentella September 2007 - July 2011
DivX August 2005 - August 2007
DivX February 2003 - July 2005
nthOrbit April 2002 - January 2003
Merrill Lynch September 2000 - March 2002
Skills
Digital Marketing, SEO, Social Media Marketing, Email Marketing, Marketing Strategy, Strategy, Social Networking, SEM, Content Strategy, Entrepreneurship, Business Strategy, Business Development, New Business Development, Product Management, Integrated Marketing, Marketing, Social Media, Contract Negotiation, New Media Strategy, Blogging, Digital Influence, Blog Marketing, Product Launch, Team Leadership, Analytics, International Education, International...
Education
Grenoble Ecole de Management 2013 — 2017
DBA, Business Administration and Management, General
UCLA Anderson School of Management 2003 — 2006
MBA, Finance and Entrepreneurial Studies
Indiana University - Kelley School of Business 1998 — 2000
BSBA, Finance
Blue Bells
High School, Biology, Chemistry, and Physics (Science in India)
August Education Group, LLC June 2015 - Present
Grenoble Ecole de Management March 2014 - Present
Alliant International University May 2013 - May 2015
Pinnacle College June 2012 - May 2013
Independent Contractor, Various Companies August 2011 - May 2012
Parentella September 2007 - July 2011
DivX August 2005 - August 2007
DivX February 2003 - July 2005
nthOrbit April 2002 - January 2003
Merrill Lynch September 2000 - March 2002
Skills
Digital Marketing, SEO, Social Media Marketing, Email Marketing, Marketing Strategy, Strategy, Social Networking, SEM, Content Strategy, Entrepreneurship, Business Strategy, Business Development, New Business Development, Product Management, Integrated Marketing, Marketing, Social Media, Contract Negotiation, New Media Strategy, Blogging, Digital Influence, Blog Marketing, Product Launch, Team Leadership, Analytics, International Education, International...
Education
Grenoble Ecole de Management 2013 — 2017
DBA, Business Administration and Management, General
UCLA Anderson School of Management 2003 — 2006
MBA, Finance and Entrepreneurial Studies
Indiana University - Kelley School of Business 1998 — 2000
BSBA, Finance
Blue Bells
High School, Biology, Chemistry, and Physics (Science in India)
Sahil Merchant's Merrill Lynch Experience June 1999 - August 1999
Job Director of Marketing at Outsell
Industry Marketing and Advertising
Experience
Outsell July 2004 - Present
McCann Erickson June 2002 - August 2002
Cox Advertising June 2000 - August 2000
Merrill Lynch June 1999 - August 1999
Skills
Web Analytics, Digital Marketing, Online Advertising, Interactive Marketing, Social Media, Marketing Strategy, Marketing, Integrated Marketing, Content Strategy, Brand Management, Email Marketing, Mobile Marketing, Online Marketing, Digital Strategy, Digital Media, Marketing Communications, Creative Direction, Copywriting, Multi-channel Marketing, Advertising, Database Marketing, Media Planning, Direct Marketing, Social Media Marketing, SEM, Relationship Marketing, Facebook, Google Analytics, Brand Development, Creative Strategy, Corporate Branding, Strategic Communications, Creative Problem Solving
Education
University of Minnesota-Twin Cities 2002 — 2004
Master's Degree, Journalism & Mass Communications
Grinnell College 1997 — 2001
Bachelor's Degree, Philosophy & Political Science
The Cathedral & John Connon School 1985 — 1997
High School
Outsell July 2004 - Present
McCann Erickson June 2002 - August 2002
Cox Advertising June 2000 - August 2000
Merrill Lynch June 1999 - August 1999
Skills
Web Analytics, Digital Marketing, Online Advertising, Interactive Marketing, Social Media, Marketing Strategy, Marketing, Integrated Marketing, Content Strategy, Brand Management, Email Marketing, Mobile Marketing, Online Marketing, Digital Strategy, Digital Media, Marketing Communications, Creative Direction, Copywriting, Multi-channel Marketing, Advertising, Database Marketing, Media Planning, Direct Marketing, Social Media Marketing, SEM, Relationship Marketing, Facebook, Google Analytics, Brand Development, Creative Strategy, Corporate Branding, Strategic Communications, Creative Problem Solving
Education
University of Minnesota-Twin Cities 2002 — 2004
Master's Degree, Journalism & Mass Communications
Grinnell College 1997 — 2001
Bachelor's Degree, Philosophy & Political Science
The Cathedral & John Connon School 1985 — 1997
High School
Timothy Throckmorton Timothy Throckmorton's Merrill Lynch Experience January 2012 - May 2012
Job Client Service Associate at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc December 2014 - Present
Envestnet, Inc December 2013 - December 2014
Gonzaga University September 2012 - June 2013
Merrill Lynch January 2012 - May 2012
Alaska Marine Lines May 2009 - August 2011
Gonzaga University School of Law September 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Word, Research, Excel, Investments, Communication, Financial Analysis, Business Analysis, Data Analysis, Microsoft Word, Microsoft Excel, Statistics, Valuation, Economics, Real Estate Financing, Real Estate Transactions, Leadership, Analysis
Education
Gonzaga University - Graduate School of Business 2012 — 2013
Masters, Business Administration, Finance
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics and International Business
Envestnet, Inc December 2014 - Present
Envestnet, Inc December 2013 - December 2014
Gonzaga University September 2012 - June 2013
Merrill Lynch January 2012 - May 2012
Alaska Marine Lines May 2009 - August 2011
Gonzaga University School of Law September 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Word, Research, Excel, Investments, Communication, Financial Analysis, Business Analysis, Data Analysis, Microsoft Word, Microsoft Excel, Statistics, Valuation, Economics, Real Estate Financing, Real Estate Transactions, Leadership, Analysis
Education
Gonzaga University - Graduate School of Business 2012 — 2013
Masters, Business Administration, Finance
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics and International Business
Ruth Chacon Ruth Chacon's Merrill Lynch Experience November 1998 - May 2005
Job
Industry Primary/Secondary Education
Experience
Miami Dade Public Schools September 2008 - June 2013
Terrabank N.A. 2007 - 2008
The International Bank of Miami January 2006 - August 2006
Merrill Lynch November 1998 - May 2005
Skills
Teaching, Microsoft Office, Human Resources, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Commercial Banking, Bank Reconciliation, Mortgage Banking, Private Banking, Education, Legal Assistance, Compliance, Executive Support, Administrative..., Event Planning, Real Estate Transactions, Spanish, English, Mortgage Lending, Banking, Management, Administrative..., Credit, Loans
Education
Barry University 2004 — 2008
Bachelor's degree, Humanities/Literature
Grand Rapids Community College 1994 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Miami Dade Public Schools September 2008 - June 2013
Terrabank N.A. 2007 - 2008
The International Bank of Miami January 2006 - August 2006
Merrill Lynch November 1998 - May 2005
Skills
Teaching, Microsoft Office, Human Resources, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Commercial Banking, Bank Reconciliation, Mortgage Banking, Private Banking, Education, Legal Assistance, Compliance, Executive Support, Administrative..., Event Planning, Real Estate Transactions, Spanish, English, Mortgage Lending, Banking, Management, Administrative..., Credit, Loans
Education
Barry University 2004 — 2008
Bachelor's degree, Humanities/Literature
Grand Rapids Community College 1994 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Darryl Traweek Darryl Traweek's Merrill Lynch Experience February 1986 - February 1989
Job Senior Vice President Divisional Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 1994 - Present
Dain Rauscher October 1998 - August 2001
Rauscher Pierce Refsnes 1994 - 1998
Dean Witter Reynolds February 1989 - June 1994
Merrill Lynch February 1986 - February 1989
Education
The University of Texas at Austin 1980 — 1982
BBA, Marketing
Grayson County College 1978 — 1980
Associates, General Business
RBC Wealth Management June 1994 - Present
Dain Rauscher October 1998 - August 2001
Rauscher Pierce Refsnes 1994 - 1998
Dean Witter Reynolds February 1989 - June 1994
Merrill Lynch February 1986 - February 1989
Education
The University of Texas at Austin 1980 — 1982
BBA, Marketing
Grayson County College 1978 — 1980
Associates, General Business
Dean B. Silverman Dean B. Silverman's Merrill Lynch Experience August 2013 - May 2014
Job Analyst, Global Client Group U.S. Retail Sales Desk at BlackRock
Industry Banking
Experience
BlackRock August 2014 - Present
Merrill Lynch August 2013 - May 2014
Goucher College September 2011 - May 2014
Goucher College June 2011 - May 2014
Goucher College December 2010 - May 2014
Merrill Lynch June 2013 - August 2013
High Road Capital Partners June 2012 - August 2012
Goucher College April 2011 - October 2011
Saw Mill Club June 2006 - August 2011
Skills
Microsoft Excel, Microsoft Word, Social Networking, Capital IQ, Salesforce.com
Education
Goucher College 2010 — 2014
BA, Business Management
Goucher College 2010 — 2014
Bachelor's Degree, Economics
Goucher College 2012 — 2012
Intensive Course Abroad, Marketing; A world of Difference
Horace Greeley High School 2006 — 2010
Bachelor's degree, Finance, General
BlackRock August 2014 - Present
Merrill Lynch August 2013 - May 2014
Goucher College September 2011 - May 2014
Goucher College June 2011 - May 2014
Goucher College December 2010 - May 2014
Merrill Lynch June 2013 - August 2013
High Road Capital Partners June 2012 - August 2012
Goucher College April 2011 - October 2011
Saw Mill Club June 2006 - August 2011
Skills
Microsoft Excel, Microsoft Word, Social Networking, Capital IQ, Salesforce.com
Education
Goucher College 2010 — 2014
BA, Business Management
Goucher College 2010 — 2014
Bachelor's Degree, Economics
Goucher College 2012 — 2012
Intensive Course Abroad, Marketing; A world of Difference
Horace Greeley High School 2006 — 2010
Bachelor's degree, Finance, General
Kalvin Bowery's Merrill Lynch Experience September 2013 - April 2014
Job Financial Controller at Detroit Diesel
Industry Financial Services
Experience
Detroit Diesel July 2014 - Present
WEB Industries LLC October 2010 - Present
Merrill Lynch September 2013 - April 2014
Johnson Center for Philanthropy July 2013 - October 2013
Calder Capital January 2013 - August 2013
MassMutual Financial Group June 2012 - August 2012
Skills
Social Media Marketing, Brand Development, Marketing Strategy, Sales, Marketing, Strategic Planning, Product Development, Advertising, Negotiation, Retail, Customer Service, Sales Management, Investments, Financial Analysis, Entrepreneurship, Graphic Design, Automotive Repair
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics and International Business
Kingston University 2012 — 2013
Finance, Economics, International Business
St.Clair T.E.C 2006 — 2008
Automotive Technology
Detroit Diesel July 2014 - Present
WEB Industries LLC October 2010 - Present
Merrill Lynch September 2013 - April 2014
Johnson Center for Philanthropy July 2013 - October 2013
Calder Capital January 2013 - August 2013
MassMutual Financial Group June 2012 - August 2012
Skills
Social Media Marketing, Brand Development, Marketing Strategy, Sales, Marketing, Strategic Planning, Product Development, Advertising, Negotiation, Retail, Customer Service, Sales Management, Investments, Financial Analysis, Entrepreneurship, Graphic Design, Automotive Repair
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics and International Business
Kingston University 2012 — 2013
Finance, Economics, International Business
St.Clair T.E.C 2006 — 2008
Automotive Technology
Dana Kern Dana Kern's Merrill Lynch Experience June 2012 - April 2013
Job Consulting Group Analyst
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management February 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
Merrill Lynch June 2012 - April 2013
UBS Financial Services, Inc. May 2011 - June 2012
UBS August 2010 - May 2011
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Investment Advisory, Research, Analysis, Financial Analysis, Investment Strategies, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Options, Securities, International Relations, PowerPoint, Microsoft Excel, Event Planning, FINRA, Public Speaking, Finance, Retirement Planning
Education
Grand Valley State University 2006 — 2011
BBA, International Business, Finance, German
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management February 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
Merrill Lynch June 2012 - April 2013
UBS Financial Services, Inc. May 2011 - June 2012
UBS August 2010 - May 2011
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Investment Advisory, Research, Analysis, Financial Analysis, Investment Strategies, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Options, Securities, International Relations, PowerPoint, Microsoft Excel, Event Planning, FINRA, Public Speaking, Finance, Retirement Planning
Education
Grand Valley State University 2006 — 2011
BBA, International Business, Finance, German
Chelsea Whiteside's Merrill Lynch Experience August 2012 - October 2012
Job Financial Analyst at Steelcase Inc.
Industry Furniture
Experience
Steelcase May 2014 - Present
Mercantile Bank of Michigan November 2012 - May 2014
Merrill Lynch August 2012 - October 2012
Spectrum Health May 2012 - August 2012
Chemical Bank April 2011 - December 2011
Macy's May 2010 - August 2010
Anytime Fitness January 2009 - August 2009
Hollister Co. August 2008 - August 2009
Skills
Leadership, Analysis, Financial Analysis, Microsoft Excel, Microsoft Word, Time Management, Sales, Teamwork, Financial Statement..., Critical Thinking, Data Analysis, Underwriting, Financial Risk
Education
Grand Valley State University 2009 — 2012
BBA, Finance & Accounting
Steelcase May 2014 - Present
Mercantile Bank of Michigan November 2012 - May 2014
Merrill Lynch August 2012 - October 2012
Spectrum Health May 2012 - August 2012
Chemical Bank April 2011 - December 2011
Macy's May 2010 - August 2010
Anytime Fitness January 2009 - August 2009
Hollister Co. August 2008 - August 2009
Skills
Leadership, Analysis, Financial Analysis, Microsoft Excel, Microsoft Word, Time Management, Sales, Teamwork, Financial Statement..., Critical Thinking, Data Analysis, Underwriting, Financial Risk
Education
Grand Valley State University 2009 — 2012
BBA, Finance & Accounting
Peter Giacalone's Merrill Lynch Experience 2011 - 2011
Job Real Estate Agent at ENG Properties
Industry Real Estate
Experience
ENG Properties October 2012 - Present
Triage Consulting Group January 2014 - February 2015
Berkshire Hathaway HomeServices June 2013 - December 2014
City of San Diego 2006 - 2012
Merrill Lynch 2011 - 2011
Skills
Real Estate, Contract Negotiation, Access, Data Analysis, Real Estate Transactions, Management, Property, Outlook, Government, Finance, Microsoft Excel, Negotiation, Affordable Housing, PowerPoint, Social Media
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor's degree, Finance, International Business
Saint Augustine High School 2004 — 2008
ENG Properties October 2012 - Present
Triage Consulting Group January 2014 - February 2015
Berkshire Hathaway HomeServices June 2013 - December 2014
City of San Diego 2006 - 2012
Merrill Lynch 2011 - 2011
Skills
Real Estate, Contract Negotiation, Access, Data Analysis, Real Estate Transactions, Management, Property, Outlook, Government, Finance, Microsoft Excel, Negotiation, Affordable Housing, PowerPoint, Social Media
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor's degree, Finance, International Business
Saint Augustine High School 2004 — 2008
Michael Howey Michael Howey's Merrill Lynch Experience September 2013 - June 2014
Job Wealth Management Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors August 2014 - Present
Merrill Lynch September 2013 - June 2014
LJPR, LLC May 2013 - August 2013
Education
Western Michigan University 2011 — 2014
Bachelor of Business Administration (BBA), Major: Finance. Minor(s): Accounting, Economics, General Business
Grand Valley State University 2010 — 2011
Plante Moran Financial Advisors August 2014 - Present
Merrill Lynch September 2013 - June 2014
LJPR, LLC May 2013 - August 2013
Education
Western Michigan University 2011 — 2014
Bachelor of Business Administration (BBA), Major: Finance. Minor(s): Accounting, Economics, General Business
Grand Valley State University 2010 — 2011
Josh Belanger Josh Belanger's Merrill Lynch Experience January 2008 - April 2008
Job Learning Delivery Specialist Corporate Trainer at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance February 2015 - Present
Farmers Insurance September 2009 - Present
Belanger Builders June 2000 - September 2009
Merrill Lynch January 2008 - April 2008
Skills
Underwriting, Marketing, Project Management, Customer Service, Sales, Investments, Property & Casualty..., Financial Analysis, Microsoft Excel, Insurance, Commercial Insurance, Claim, Account Management, Risk Management, General Insurance, Banking, Leadership, Microsoft Office, Finance, Management
Education
Grand Valley State University 2004 — 2008
B.B.A, Finance
Farmers Insurance February 2015 - Present
Farmers Insurance September 2009 - Present
Belanger Builders June 2000 - September 2009
Merrill Lynch January 2008 - April 2008
Skills
Underwriting, Marketing, Project Management, Customer Service, Sales, Investments, Property & Casualty..., Financial Analysis, Microsoft Excel, Insurance, Commercial Insurance, Claim, Account Management, Risk Management, General Insurance, Banking, Leadership, Microsoft Office, Finance, Management
Education
Grand Valley State University 2004 — 2008
B.B.A, Finance
Elianne Wilson Elianne Wilson's Merrill Lynch Experience October 1999 - October 2000
Job Administrative Assistant
Industry Retail
Experience
Starbucks Coffee Company July 2008 - August 2013
Starbucks Coffee Company May 2005 - July 2008
Starbucks Coffee Company October 2002 - May 2005
Starbucks Coffee Company November 2000 - October 2002
Starbucks Coffee Company April 2000 - November 2000
Merrill Lynch October 1999 - October 2000
Nabi October 1998 - October 1999
Merrill Lynch November 1996 - October 1998
Adecco Group November 1995 - November 1996
Nordstrom January 1995 - April 1995
Skills
Customer Service, Microsoft Office, Event Planning, Team Building, Retail, Time Management, Travel Planning, Building Relationships, Community Outreach, Meeting Scheduling, Executive Support, Project Management, Maintaining A Positive..., Reporting & Analysis, Cross Functional Team..., Corporate Events, Heavy Calendaring, Multi Tasking, Great Organizer, WordPress
Education
Institute for Integrative Nutrition 2010 — 2011
Certificate, Holistic Health, Certificate
Grossmont College
70+ credits, General Studies/Anthropology
San Diego State University-California State University
No degree, Anthropology/English
Starbucks Coffee Company July 2008 - August 2013
Starbucks Coffee Company May 2005 - July 2008
Starbucks Coffee Company October 2002 - May 2005
Starbucks Coffee Company November 2000 - October 2002
Starbucks Coffee Company April 2000 - November 2000
Merrill Lynch October 1999 - October 2000
Nabi October 1998 - October 1999
Merrill Lynch November 1996 - October 1998
Adecco Group November 1995 - November 1996
Nordstrom January 1995 - April 1995
Skills
Customer Service, Microsoft Office, Event Planning, Team Building, Retail, Time Management, Travel Planning, Building Relationships, Community Outreach, Meeting Scheduling, Executive Support, Project Management, Maintaining A Positive..., Reporting & Analysis, Cross Functional Team..., Corporate Events, Heavy Calendaring, Multi Tasking, Great Organizer, WordPress
Education
Institute for Integrative Nutrition 2010 — 2011
Certificate, Holistic Health, Certificate
Grossmont College
70+ credits, General Studies/Anthropology
San Diego State University-California State University
No degree, Anthropology/English
Carla Israel Carla Israel's Merrill Lynch Experience August 2005 - February 2009
Job Clevel Executive Assistant
Industry Oil & Energy
Experience
EnLink Midstream January 2015 - Present
Kosmos January 2013 - May 2014
Seminole Energy Services October 2012 - January 2013
Southwest Media Group November 2011 - April 2012
ORIX July 2010 - November 2011
Everyone Counts April 2009 - July 2010
Merrill Lynch August 2005 - February 2009
Merrill Lynch August 2005 - February 2009
London American General Agency July 2004 - August 2005
London American General Agency July 2004 - August 2005
Skills
Event Planning, Customer Service, Microsoft Office, Sales, CRM, Entrepreneurship, Management, Microsoft Excel, Data Entry, PowerPoint, Administrative..., Leadership
Education
San Diego State University-California State University 1999 — 2005
Grossmont College
Performed, music for; Musical Theatre productions
San Diego State University
Music; an emphasis in Vocal Performance
EnLink Midstream January 2015 - Present
Kosmos January 2013 - May 2014
Seminole Energy Services October 2012 - January 2013
Southwest Media Group November 2011 - April 2012
ORIX July 2010 - November 2011
Everyone Counts April 2009 - July 2010
Merrill Lynch August 2005 - February 2009
Merrill Lynch August 2005 - February 2009
London American General Agency July 2004 - August 2005
London American General Agency July 2004 - August 2005
Skills
Event Planning, Customer Service, Microsoft Office, Sales, CRM, Entrepreneurship, Management, Microsoft Excel, Data Entry, PowerPoint, Administrative..., Leadership
Education
San Diego State University-California State University 1999 — 2005
Grossmont College
Performed, music for; Musical Theatre productions
San Diego State University
Music; an emphasis in Vocal Performance
Brandon Blankenship Brandon Blankenship's Merrill Lynch Experience May 2010 - Present
Job Vice President, Merrill Lynch Banking Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Merrill Lynch May 2009 - May 2010
Bank of America July 2007 - May 2009
Bank of America August 2006 - July 2007
Skills
Asset Based Lending, Series 7, Series 65, Series 63, Cash Management, Bank Management, Banking, Investments, Credit, Consumer Lending, Mortgage Lending, Jumbo Mortgage, Wealth Management, Private Banking, Portfolio Management, Loans, Credit Analysis, Loan Origination, Securities, Wealth Management..., Financial Advisory, Uniform Combined State..., Underwriting, Treasury Management
Education
Grand Canyon University
Bachelor of Science (BS), Finance and Economics, Magna Cum Laude
Merrill Lynch May 2010 - Present
Merrill Lynch May 2009 - May 2010
Bank of America July 2007 - May 2009
Bank of America August 2006 - July 2007
Skills
Asset Based Lending, Series 7, Series 65, Series 63, Cash Management, Bank Management, Banking, Investments, Credit, Consumer Lending, Mortgage Lending, Jumbo Mortgage, Wealth Management, Private Banking, Portfolio Management, Loans, Credit Analysis, Loan Origination, Securities, Wealth Management..., Financial Advisory, Uniform Combined State..., Underwriting, Treasury Management
Education
Grand Canyon University
Bachelor of Science (BS), Finance and Economics, Magna Cum Laude
Sean H. Heyboer's Merrill Lynch Experience 2007 - 2007
Job Business Development Inside Sales Velocify
Industry Marketing and Advertising
Experience
Velocify 2014 - Present
Freelunchfriday.com 2012 - Present
Goldline International, Inc 2013 - 2014
ThinkTables.com 2011 - 2014
Self Employed 2010 - 2014
ScoreBig.com 2011 - 2012
Midwest Capital Advisors 2009 - 2010
Great Lakes Narrowcast Inc. 2008 - 2009
Cintas 2007 - 2008
Merrill Lynch 2007 - 2007
Skills
Digital Marketing, Start-ups, Social Media Marketing, Marketing, Social Media, Entrepreneurship, Social Networking, Online Marketing, Marketing Strategy, Advertising, Online Advertising, Brand Development, Salesforce.com, Business Development, Digital Media, Strategic Partnerships, Sales, SEO, Email Marketing, Marketing Communications, Market Research, Account Management, Facebook, Digital Strategy, SEM, B2B, New Business Development, Entrepreneur, Direct Marketing, Lead Generation, E-commerce, Analytics, Product Marketing, Direct Mail, Social Responsibility, Google Adwords, Website Development, Brand Awareness, Marketing Management, SaaS, Sales Management
Education
Grand Valley State University 2003 — 2008
BBA, Finance / Marketing
Grandville High School 1999 — 2003
Velocify 2014 - Present
Freelunchfriday.com 2012 - Present
Goldline International, Inc 2013 - 2014
ThinkTables.com 2011 - 2014
Self Employed 2010 - 2014
ScoreBig.com 2011 - 2012
Midwest Capital Advisors 2009 - 2010
Great Lakes Narrowcast Inc. 2008 - 2009
Cintas 2007 - 2008
Merrill Lynch 2007 - 2007
Skills
Digital Marketing, Start-ups, Social Media Marketing, Marketing, Social Media, Entrepreneurship, Social Networking, Online Marketing, Marketing Strategy, Advertising, Online Advertising, Brand Development, Salesforce.com, Business Development, Digital Media, Strategic Partnerships, Sales, SEO, Email Marketing, Marketing Communications, Market Research, Account Management, Facebook, Digital Strategy, SEM, B2B, New Business Development, Entrepreneur, Direct Marketing, Lead Generation, E-commerce, Analytics, Product Marketing, Direct Mail, Social Responsibility, Google Adwords, Website Development, Brand Awareness, Marketing Management, SaaS, Sales Management
Education
Grand Valley State University 2003 — 2008
BBA, Finance / Marketing
Grandville High School 1999 — 2003
Brittany Whitmer's Merrill Lynch Experience June 2009 - May 2012
Job Executive Assistant at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2014 - Present
First Republic Investment Management August 2013 - August 2014
First Republic Bank May 2012 - August 2013
Merrill Lynch June 2009 - May 2012
Skills
Facebook, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Training, Access, Outlook, Customer Service, Sales, Event Management, Windows, OS X, Time Management, Salesforce.com, Leadership, Accounting
Education
Loyola Marymount University 2009 — 2013
Business Administration, Finance
Gonzaga University 2012 — 2012
Semester Study Abroad Program
Carondelet High School 2005 — 2009
First Republic Bank August 2014 - Present
First Republic Investment Management August 2013 - August 2014
First Republic Bank May 2012 - August 2013
Merrill Lynch June 2009 - May 2012
Skills
Facebook, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Training, Access, Outlook, Customer Service, Sales, Event Management, Windows, OS X, Time Management, Salesforce.com, Leadership, Accounting
Education
Loyola Marymount University 2009 — 2013
Business Administration, Finance
Gonzaga University 2012 — 2012
Semester Study Abroad Program
Carondelet High School 2005 — 2009
Derrick Manuel Derrick Manuel's Merrill Lynch Experience September 2011 - December 2014
Job Invesco Regional Associate RIA Division
Industry Investment Management
Experience
Invesco US December 2014 - Present
Merrill Lynch September 2011 - December 2014
Bank of America May 2008 - September 2011
College Loan Corporation January 2006 - January 2008
Saint Xavier University May 2003 - December 2005
Skills
Loans, Finance, Credit, Asset Management, Banking, Budgets, CRM, Financial Modeling, Sales, Sales Management, Strategic Financial..., Securities, Series 7, Investments, Fixed Income, Financial Services, Financial Analysis, Customer Satisfaction, Management, Portfolio Management, Credit Analysis, Mutual Funds, Sales Operations, Wealth Management, Mortgage Lending, Valuation, Commercial Banking, Risk Management, Credit Risk, Relationship Management, Higher Education, Financial Planning, Commercial Lending, Business Development, Microsoft Excel, Retirement Planning
Education
Saint Xavier University 2003 — 2005
MS, Finance
Southern Illinois University, Carbondale 2002 — 2003
MS, Applied Mathematics
Saint Xavier University 1998 — 2002
BS, Actuarial Science
Governors State University
Master of Business Administration (M.B.A.), Supply Chain Management
Invesco US December 2014 - Present
Merrill Lynch September 2011 - December 2014
Bank of America May 2008 - September 2011
College Loan Corporation January 2006 - January 2008
Saint Xavier University May 2003 - December 2005
Skills
Loans, Finance, Credit, Asset Management, Banking, Budgets, CRM, Financial Modeling, Sales, Sales Management, Strategic Financial..., Securities, Series 7, Investments, Fixed Income, Financial Services, Financial Analysis, Customer Satisfaction, Management, Portfolio Management, Credit Analysis, Mutual Funds, Sales Operations, Wealth Management, Mortgage Lending, Valuation, Commercial Banking, Risk Management, Credit Risk, Relationship Management, Higher Education, Financial Planning, Commercial Lending, Business Development, Microsoft Excel, Retirement Planning
Education
Saint Xavier University 2003 — 2005
MS, Finance
Southern Illinois University, Carbondale 2002 — 2003
MS, Applied Mathematics
Saint Xavier University 1998 — 2002
BS, Actuarial Science
Governors State University
Master of Business Administration (M.B.A.), Supply Chain Management
Phoebe Matthews-Cheng Phoebe Matthews-Cheng's Merrill Lynch Experience 2002 - 2002
Job Manager of Financial Planning and Analysis
Industry Pharmaceuticals
Experience
Healthy Directions (A Helen of Troy Company) April 2013 - Present
Catamaran (formerly Catalyst Rx) May 2007 - April 2013
Kelly Services 2003 - 2005
Merrill Lynch 2002 - 2002
Skills
Financial Analysis, Cross-functional Team..., Analysis, Access, Market Research, Budgets, Pharmacy Benefit..., Portfolio Management, Analytics, Finance, Pricing, Strategic Financial..., Financial Modeling, SQL, Forecasting, Marketing, Business Analysis, Data Analysis, New Business Development, Process Improvement
Education
Gonzaga University - School of Business Administration 2001 — 2002
Master of Business Administration (MBA), Finance concentration
Healthy Directions (A Helen of Troy Company) April 2013 - Present
Catamaran (formerly Catalyst Rx) May 2007 - April 2013
Kelly Services 2003 - 2005
Merrill Lynch 2002 - 2002
Skills
Financial Analysis, Cross-functional Team..., Analysis, Access, Market Research, Budgets, Pharmacy Benefit..., Portfolio Management, Analytics, Finance, Pricing, Strategic Financial..., Financial Modeling, SQL, Forecasting, Marketing, Business Analysis, Data Analysis, New Business Development, Process Improvement
Education
Gonzaga University - School of Business Administration 2001 — 2002
Master of Business Administration (MBA), Finance concentration
Kaitlyn Taylor Kaitlyn Taylor's Merrill Lynch Experience May 2014 - June 2015
Job Account Executive at Mlive Media Group
Industry Marketing and Advertising
Experience
Micro Kickboard June 2015 - August 2015
Merrill Lynch May 2014 - June 2015
MLive Media Group February 2012 - May 2014
Grand Rapids Press January 2010 - February 2012
MEDIA-PLACE PARTNERS August 2009 - October 2009
ProCare Systems, Inc January 2009 - March 2009
Skills
Photography, Advertising, Direct Mail, Designing, Marketing, Digital Strategy, Digital Media, Online Advertising, Facebook, SEM, Media Planning, SEO, Advertising Sales, Social Media Marketing, Digital Marketing, Email Marketing, Sales, Google Adwords
Education
Grand Valley State University 2005 — 2009
BA, Advertising/Public Relations and Photojournalism, 3.8
Micro Kickboard June 2015 - August 2015
Merrill Lynch May 2014 - June 2015
MLive Media Group February 2012 - May 2014
Grand Rapids Press January 2010 - February 2012
MEDIA-PLACE PARTNERS August 2009 - October 2009
ProCare Systems, Inc January 2009 - March 2009
Skills
Photography, Advertising, Direct Mail, Designing, Marketing, Digital Strategy, Digital Media, Online Advertising, Facebook, SEM, Media Planning, SEO, Advertising Sales, Social Media Marketing, Digital Marketing, Email Marketing, Sales, Google Adwords
Education
Grand Valley State University 2005 — 2009
BA, Advertising/Public Relations and Photojournalism, 3.8
James Opaski James Opaski's Merrill Lynch Experience November 2010 - April 2011
Job Business and Planning Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing May 2015 - Present
Sandler & Travis Trade Advisory Services, Inc. January 2015 - May 2015
Sandler & Travis Trade Advisory Services, Inc. January 2014 - December 2014
Sandler & Travis Trade Advisory Services, Inc. July 2011 - January 2014
Merrill Lynch November 2010 - April 2011
TransCorr National Logistics May 2009 - August 2009
Skills
Analysis, Data Analysis, Investments, Management, Microsoft Excel, Microsoft Office, PowerPoint, Research, Supply Chain, Access, Classification
Education
Michigan State University 2008 — 2011
BA, Economics
Grand Rapids Community College 2006 — 2008
Boeing May 2015 - Present
Sandler & Travis Trade Advisory Services, Inc. January 2015 - May 2015
Sandler & Travis Trade Advisory Services, Inc. January 2014 - December 2014
Sandler & Travis Trade Advisory Services, Inc. July 2011 - January 2014
Merrill Lynch November 2010 - April 2011
TransCorr National Logistics May 2009 - August 2009
Skills
Analysis, Data Analysis, Investments, Management, Microsoft Excel, Microsoft Office, PowerPoint, Research, Supply Chain, Access, Classification
Education
Michigan State University 2008 — 2011
BA, Economics
Grand Rapids Community College 2006 — 2008
Kristin Paul Kristin Paul's Merrill Lynch Experience December 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Bank of America July 2012 - December 2014
Mercantile Bank of Michigan May 2011 - May 2012
Grand Valley State University September 2010 - April 2011
Skills
Financial Statement..., Banking, Microsoft Excel, PowerPoint, Microsoft Office, Commercial Banking, Microsoft Word, Teamwork, Cash Management, Treasury Management, Sales
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Merrill Lynch December 2014 - Present
Bank of America July 2012 - December 2014
Mercantile Bank of Michigan May 2011 - May 2012
Grand Valley State University September 2010 - April 2011
Skills
Financial Statement..., Banking, Microsoft Excel, PowerPoint, Microsoft Office, Commercial Banking, Microsoft Word, Teamwork, Cash Management, Treasury Management, Sales
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Alexander Strek Alexander Strek's Merrill Lynch Experience June 2012 - February 2013
Job Wealth Management
Industry Financial Services
Experience
Clarkston Capital Partners LLC February 2015 - Present
Morgan Stanley Wealth Management September 2013 - February 2015
Woodbury Management February 2013 - August 2013
Merrill Lynch June 2012 - February 2013
Detroit Pistons May 2010 - August 2010
Ramco-Gershenson, Inc. May 2009 - August 2009
Education
Grinnell College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Cranbrook Kingswood 1997 — 2008
Clarkston Capital Partners LLC February 2015 - Present
Morgan Stanley Wealth Management September 2013 - February 2015
Woodbury Management February 2013 - August 2013
Merrill Lynch June 2012 - February 2013
Detroit Pistons May 2010 - August 2010
Ramco-Gershenson, Inc. May 2009 - August 2009
Education
Grinnell College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Cranbrook Kingswood 1997 — 2008
Mike McCubbin's Merrill Lynch Experience April 2006 - November 2006
Job AD Market Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab August 2012 - March 2014
Key Investment Services February 2011 - February 2012
Edward Jones January 2007 - January 2011
Merrill Lynch April 2006 - November 2006
Colorado College September 1998 - March 2006
Education
Grinnell College 1986 — 1988
Bachelor of Arts (B.A.), Psychology
Charles Schwab April 2014 - Present
Charles Schwab August 2012 - March 2014
Key Investment Services February 2011 - February 2012
Edward Jones January 2007 - January 2011
Merrill Lynch April 2006 - November 2006
Colorado College September 1998 - March 2006
Education
Grinnell College 1986 — 1988
Bachelor of Arts (B.A.), Psychology
Chris VanHoute Chris VanHoute's Merrill Lynch Experience February 1989 - July 1994
Job Regional Director at SET Supermarket Energy Technologies
Industry Facilities Services
Experience
SET - Supermarket Energy Technologies February 2013 - Present
nuSource Solutions LLC June 2012 - February 2013
Great Lakes Critical Power & Cooling, LLC November 2009 - January 2012
Carrier Great Lakes July 1998 - October 2009
Quality Air Heating & Cooling, Inc July 1995 - July 1998
Merrill Lynch February 1989 - July 1994
Skills
Energy Efficiency..., Data Center Critical..., Commercial HVAC, Sales Engineer, Project Management, Sales Management, Microsoft Office..., Data Center, HVAC, Product Management, Energy, Engineering, Manufacturing, Energy Efficiency, Refrigeration, Air Conditioning, Program Management
Education
Grand Rapids Community College
SET - Supermarket Energy Technologies February 2013 - Present
nuSource Solutions LLC June 2012 - February 2013
Great Lakes Critical Power & Cooling, LLC November 2009 - January 2012
Carrier Great Lakes July 1998 - October 2009
Quality Air Heating & Cooling, Inc July 1995 - July 1998
Merrill Lynch February 1989 - July 1994
Skills
Energy Efficiency..., Data Center Critical..., Commercial HVAC, Sales Engineer, Project Management, Sales Management, Microsoft Office..., Data Center, HVAC, Product Management, Energy, Engineering, Manufacturing, Energy Efficiency, Refrigeration, Air Conditioning, Program Management
Education
Grand Rapids Community College
Scott Falkowitz, CLTC Scott Falkowitz, CLTC's Merrill Lynch Experience May 1999 - April 2004
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2004 - Present
Merrill Lynch May 1999 - April 2004
Education
Goucher College 1995 — 1999
Bachelor of Arts (B.A.), Finance & International Business
Ameriprise Financial Services, Inc. May 2004 - Present
Merrill Lynch May 1999 - April 2004
Education
Goucher College 1995 — 1999
Bachelor of Arts (B.A.), Finance & International Business
Peter Hamilton Nee's Merrill Lynch Experience March 2003 - January 2009
Job Vice President, Investments at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial 2009 - Present
Merrill Lynch March 2003 - January 2009
Bank of Boston 1983 - March 2003
FleetBoston Financial 2000 - 2003
BankBoston FInancial 1984 - 2003
Education
Gordon College 1977 — 1981
BA
Rothesay Collegiate School 1972 — 1977
HS
Ancient and Honorable Artillery Company of Massachusetts
Sovereign Military Order of The Temple of Jerusalem: Grand Priory of the United States of America
Sovereign Military Order of the Temple of Jerusalem: Co-Chair Grand Convent and Investature 2015
Winslow Lewis Lodge
UBS Financial 2009 - Present
Merrill Lynch March 2003 - January 2009
Bank of Boston 1983 - March 2003
FleetBoston Financial 2000 - 2003
BankBoston FInancial 1984 - 2003
Education
Gordon College 1977 — 1981
BA
Rothesay Collegiate School 1972 — 1977
HS
Ancient and Honorable Artillery Company of Massachusetts
Sovereign Military Order of The Temple of Jerusalem: Grand Priory of the United States of America
Sovereign Military Order of the Temple of Jerusalem: Co-Chair Grand Convent and Investature 2015
Winslow Lewis Lodge
Bradley Berger's Merrill Lynch Experience June 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
NYLIFE Securities LLC March 2011 - April 2013
UBS Wealth Management September 2010 - February 2011
Baseline Tennis June 2004 - August 2008
Skills
Long Term Care, Mutual Funds, Annuities, Retirement Planning, Insurance, Financial Planning, Investments, Disability Insurance, 401k, 529 Plans, Retirement, Wealth Management, Financial Analysis, Strategic Financial..., Fixed Annuities, Long-term Care
Education
Grand Valley State University 2007 — 2011
BA, Finance
Birmingham, Seaholm High School 2003 — 2007
Merrill Lynch June 2013 - Present
NYLIFE Securities LLC March 2011 - April 2013
UBS Wealth Management September 2010 - February 2011
Baseline Tennis June 2004 - August 2008
Skills
Long Term Care, Mutual Funds, Annuities, Retirement Planning, Insurance, Financial Planning, Investments, Disability Insurance, 401k, 529 Plans, Retirement, Wealth Management, Financial Analysis, Strategic Financial..., Fixed Annuities, Long-term Care
Education
Grand Valley State University 2007 — 2011
BA, Finance
Birmingham, Seaholm High School 2003 — 2007
Sarah Harney's Merrill Lynch Experience June 2012 - August 2012
Job Senior Middle Office Associate at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services December 2014 - Present
Citco Fund Services May 2013 - December 2014
Merrill Lynch June 2012 - August 2012
e.Republic, Inc. May 2011 - August 2011
California State University, Sacramento June 2010 - June 2011
e.Republic, Inc. May 2010 - November 2010
Skills
Event Management, Accounting, Economics, Writing Skills, Word, Excel, Writing, Summarizing Information, Microsoft Word, Microsoft Excel, Research, Management, Marketing, PowerPoint, Customer Service, Strategic Planning, Data Analysis, Teamwork, Public Relations, Sales, Market Research, Social Networking, Higher Education, Financial Analysis, Finance, Photography
Education
Gonzaga University - School of Business Administration 2009 — 2013
Accounting and Economics, Business, Graduate
Citco Fund Services December 2014 - Present
Citco Fund Services May 2013 - December 2014
Merrill Lynch June 2012 - August 2012
e.Republic, Inc. May 2011 - August 2011
California State University, Sacramento June 2010 - June 2011
e.Republic, Inc. May 2010 - November 2010
Skills
Event Management, Accounting, Economics, Writing Skills, Word, Excel, Writing, Summarizing Information, Microsoft Word, Microsoft Excel, Research, Management, Marketing, PowerPoint, Customer Service, Strategic Planning, Data Analysis, Teamwork, Public Relations, Sales, Market Research, Social Networking, Higher Education, Financial Analysis, Finance, Photography
Education
Gonzaga University - School of Business Administration 2009 — 2013
Accounting and Economics, Business, Graduate
Jared Cassiday's Merrill Lynch Experience September 2011 - December 2011
Job Drugstore Pricing Coordinator at Meijer Inc
Industry Retail
Experience
Meijer February 2014 - Present
Meijer July 2014 - January 2015
Meijer June 2012 - February 2014
C.H. Robinson Worldwide, Inc. May 2012 - June 2012
GVSU Campus Dining February 2010 - April 2012
Merrill Lynch September 2011 - December 2011
Comerica Bank May 2011 - August 2011
Skills
Customer Service, Credit, PowerPoint, Excel, Word, Banking, Microsoft Excel, Microsoft Word, Teamwork, Sales
Education
Grand Valley State University 2008 — 2012
Bachelor, Finance and Accounting, Minor in Math, 3.4
Meijer February 2014 - Present
Meijer July 2014 - January 2015
Meijer June 2012 - February 2014
C.H. Robinson Worldwide, Inc. May 2012 - June 2012
GVSU Campus Dining February 2010 - April 2012
Merrill Lynch September 2011 - December 2011
Comerica Bank May 2011 - August 2011
Skills
Customer Service, Credit, PowerPoint, Excel, Word, Banking, Microsoft Excel, Microsoft Word, Teamwork, Sales
Education
Grand Valley State University 2008 — 2012
Bachelor, Finance and Accounting, Minor in Math, 3.4
ANTONIO DAVIS, CAMS's Merrill Lynch Experience January 1999 - May 2005
Job SupervisorGovernment Reporting at MoneyGram International
Industry Financial Services
Experience
MoneyGram International March 2012 - Present
First Southwest Company May 2008 - April 2012
LPL Financial August 2005 - June 2007
Merrill Lynch January 1999 - May 2005
Fidelity Investments October 1997 - January 1999
Skills
Series 63, Series 7, AML, Series 24, Compliance, Series 6, CAMS, Series 53, FINRA, Financial Risk, Bloomberg, USA PATRIOT Act, Securities, OFAC, Fixed Income, Equities, Capital Markets, Certified Anti-Money..., Compliance Training, Anti Money Laundering, Financial Services, Credit, Securities Regulation, Financial Regulation, Bank Secrecy Act, Sanction, Mutual Funds, KYC, Broker-Dealer, Fraud, Financial Institutions, Finance, Risk Assessment, Texas Notary, Hedge Funds, FCPA, Options, Operational Risk...
Education
Grambling State University 1991 — 1994
B.A., POLITICAL SCIENCE
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1991
POLITICAL SCIENCE
MoneyGram International March 2012 - Present
First Southwest Company May 2008 - April 2012
LPL Financial August 2005 - June 2007
Merrill Lynch January 1999 - May 2005
Fidelity Investments October 1997 - January 1999
Skills
Series 63, Series 7, AML, Series 24, Compliance, Series 6, CAMS, Series 53, FINRA, Financial Risk, Bloomberg, USA PATRIOT Act, Securities, OFAC, Fixed Income, Equities, Capital Markets, Certified Anti-Money..., Compliance Training, Anti Money Laundering, Financial Services, Credit, Securities Regulation, Financial Regulation, Bank Secrecy Act, Sanction, Mutual Funds, KYC, Broker-Dealer, Fraud, Financial Institutions, Finance, Risk Assessment, Texas Notary, Hedge Funds, FCPA, Options, Operational Risk...
Education
Grambling State University 1991 — 1994
B.A., POLITICAL SCIENCE
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1991
POLITICAL SCIENCE
Justin Zink Justin Zink's Merrill Lynch Experience October 2010 - December 2010
Job Staff Accountant
Industry Accounting
Experience
True Blue October 2014 - Present
Grand Rapids Controls Co., LLC November 2012 - October 2014
Amstore Corporation December 2010 - November 2012
Merrill Lynch October 2010 - December 2010
Skills
Budgets, Forecasting, Financial Analysis, Financial Reporting, General Ledger, Account Reconciliation, Microsoft Excel, Accounts Payable, Accounts Receivable, Customer Service, Microsoft Word, PowerPoint
Education
Grand Valley State University 2006 — 2010
Bachelor of Business Administration, Finance
True Blue October 2014 - Present
Grand Rapids Controls Co., LLC November 2012 - October 2014
Amstore Corporation December 2010 - November 2012
Merrill Lynch October 2010 - December 2010
Skills
Budgets, Forecasting, Financial Analysis, Financial Reporting, General Ledger, Account Reconciliation, Microsoft Excel, Accounts Payable, Accounts Receivable, Customer Service, Microsoft Word, PowerPoint
Education
Grand Valley State University 2006 — 2010
Bachelor of Business Administration, Finance
Max Frantz's Merrill Lynch Experience August 2008 - December 2008
Job Treasury at Amway
Industry Financial Services
Experience
Amway September 2012 - Present
GFT Markets August 2009 - August 2012
Merrill Lynch August 2008 - December 2008
Principal Financial Group September 2007 - April 2008
Skills
Bitcoin, Foreign Exchange, Risk Management, Financial Analysis, FX Options, CFDs
Education
Grand Valley State University 2005 — 2009
Bachelor of Business Administration, Finance
Amway September 2012 - Present
GFT Markets August 2009 - August 2012
Merrill Lynch August 2008 - December 2008
Principal Financial Group September 2007 - April 2008
Skills
Bitcoin, Foreign Exchange, Risk Management, Financial Analysis, FX Options, CFDs
Education
Grand Valley State University 2005 — 2009
Bachelor of Business Administration, Finance
Eric M. Graverson Eric M. Graverson's Merrill Lynch Experience February 2012 - August 2012
Job Financial Analyst Commercial Finance Key Accounts
Industry Consumer Goods
Experience
Whirlpool Corporation May 2013 - Present
North Eastern Deck Staining, LLC April 2008 - May 2013
JW Marriott Grand Rapids July 2012 - October 2012
Merrill Lynch February 2012 - August 2012
Cascade Hills Country Club April 2009 - April 2011
Wendy's May 2007 - May 2008
Skills
Analysis, Microsoft Excel, Communication, Accounting, Investments, Financial Analysis, Thought Leadership, Team Leadership, Building Relationships, Entrepreneurship, Sales, Time Management, Work Ethic, Financial Metrics, WACC, Technical Analysis, Teamwork, Bloomberg Terminal, Highly detail oriented, Microsoft Office, QuickBooks, CRM, Customer Service, Event Planning, Strategy, Business Strategy, Portfolio Management, Financial Accounting, Leadership, Public Speaking
Education
Grand Valley State University 2009 — 2013
BBA; BBA, Accounting; Finance
Grand Valley State University Entrepreneurial Academy 2008 — 2008
Entrepreneurship
Lead America Entrepreneurial Academy 2007 — 2007
Entrepreneurial Ventures
Whirlpool Corporation May 2013 - Present
North Eastern Deck Staining, LLC April 2008 - May 2013
JW Marriott Grand Rapids July 2012 - October 2012
Merrill Lynch February 2012 - August 2012
Cascade Hills Country Club April 2009 - April 2011
Wendy's May 2007 - May 2008
Skills
Analysis, Microsoft Excel, Communication, Accounting, Investments, Financial Analysis, Thought Leadership, Team Leadership, Building Relationships, Entrepreneurship, Sales, Time Management, Work Ethic, Financial Metrics, WACC, Technical Analysis, Teamwork, Bloomberg Terminal, Highly detail oriented, Microsoft Office, QuickBooks, CRM, Customer Service, Event Planning, Strategy, Business Strategy, Portfolio Management, Financial Accounting, Leadership, Public Speaking
Education
Grand Valley State University 2009 — 2013
BBA; BBA, Accounting; Finance
Grand Valley State University Entrepreneurial Academy 2008 — 2008
Entrepreneurship
Lead America Entrepreneurial Academy 2007 — 2007
Entrepreneurial Ventures
Matt Weller, CMT Matt Weller, CMT's Merrill Lynch Experience August 2009 - December 2009
Job Senior Market Analyst at GAIN Capital | CMT Charterholder | 2016 Level III CFA Candidate
Industry Investment Management
Experience
GAIN Capital October 2013 - Present
Global Forex Trading (GFT) August 2011 - October 2013
GFT Markets April 2010 - August 2011
Grand Valley State University August 2008 - May 2010
Merrill Lynch August 2009 - December 2009
FinStrata, LLC May 2009 - August 2009
Skills
Financial Analysis, Investments, Microsoft Excel, Equities, PowerPoint, Portfolio Management, Valuation, Microsoft Office, Microsoft Word, CFDs, Financial Markets, Risk Management, Analysis, FX Options, Leadership, Currency, Trading, Commodity, Strategy, Finance, Derivatives, Technical Analysis, Foreign Exchange, Financial Services, Financial Risk, Trading Strategies, Options, FX trading, FINRA, Wealth Management
Education
Grand Valley State University
BBA, Finance, Accounting
GAIN Capital October 2013 - Present
Global Forex Trading (GFT) August 2011 - October 2013
GFT Markets April 2010 - August 2011
Grand Valley State University August 2008 - May 2010
Merrill Lynch August 2009 - December 2009
FinStrata, LLC May 2009 - August 2009
Skills
Financial Analysis, Investments, Microsoft Excel, Equities, PowerPoint, Portfolio Management, Valuation, Microsoft Office, Microsoft Word, CFDs, Financial Markets, Risk Management, Analysis, FX Options, Leadership, Currency, Trading, Commodity, Strategy, Finance, Derivatives, Technical Analysis, Foreign Exchange, Financial Services, Financial Risk, Trading Strategies, Options, FX trading, FINRA, Wealth Management
Education
Grand Valley State University
BBA, Finance, Accounting
Ryan Arndt Ryan Arndt's Merrill Lynch Experience May 2012 - August 2012
Job Home Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2015 - Present
Quicken Loans August 2012 - February 2015
Merrill Lynch May 2012 - August 2012
Tropic Pools May 2010 - September 2011
Coach May 2008 - December 2009
Department of Public Works- Flushing May 2006 - November 2007
Skills
Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Inventory Management, Retail, Outlook, Sales, Access, Marketing, Financial Analysis, Leadership, Finance, Mortgage Lending, Credit Analysis
Education
Grand Valley State University 2009 — 2012
B.B.A, Finance
University of Central Oklahoma 2008 — 2009
Wells Fargo Home Mortgage April 2015 - Present
Quicken Loans August 2012 - February 2015
Merrill Lynch May 2012 - August 2012
Tropic Pools May 2010 - September 2011
Coach May 2008 - December 2009
Department of Public Works- Flushing May 2006 - November 2007
Skills
Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Inventory Management, Retail, Outlook, Sales, Access, Marketing, Financial Analysis, Leadership, Finance, Mortgage Lending, Credit Analysis
Education
Grand Valley State University 2009 — 2012
B.B.A, Finance
University of Central Oklahoma 2008 — 2009
Angie Ditter Angie Ditter's Merrill Lynch Experience April 2008 - February 2014
Job Recruiting Coordinator at Google (Nelson Staffing)
Industry Financial Services
Experience
Google March 2014 - Present
Merrill Lynch April 2008 - February 2014
Merrill Lynch January 2005 - April 2008
Merrill Lynch August 2004 - January 2005
Skills
Salesforce.com, Microsoft Excel, Financial Modeling, Onboarding, Investments, Budgets, Team Building, Management, Analytics, Portfolio Management, Leadership, Strategy, Strategic Planning
Education
University of San Francisco 2012 — 2014
Master's of Science, Organization Development
Gonzaga University - School of Business Administration 2000 — 2004
Bachelor of Business Administration (B.B.A.), Economics
University of London 2003 — 2003
Google March 2014 - Present
Merrill Lynch April 2008 - February 2014
Merrill Lynch January 2005 - April 2008
Merrill Lynch August 2004 - January 2005
Skills
Salesforce.com, Microsoft Excel, Financial Modeling, Onboarding, Investments, Budgets, Team Building, Management, Analytics, Portfolio Management, Leadership, Strategy, Strategic Planning
Education
University of San Francisco 2012 — 2014
Master's of Science, Organization Development
Gonzaga University - School of Business Administration 2000 — 2004
Bachelor of Business Administration (B.B.A.), Economics
University of London 2003 — 2003
Ginger Keys Ginger Keys's Merrill Lynch Experience February 1990 - December 1992
Job SQLRx DBA Consultant at Integrated Services, Inc.
Industry Information Technology and Services
Experience
Integrated Services, Inc April 2013 - Present
Hinds Community College August 1996 - Present
Belhaven University February 2007 - April 2013
Drama Kids International June 2003 - May 2007
Merrill Lynch February 1990 - December 1992
Skills
Database Administration, Relational Databases, System Administration, Teaching, Public Speaking, Data Analysis, Higher Education, E-Learning, Training, Research, Adult Education, Leadership, PowerPoint, Microsoft Word, Access, Administration, Customer Service, Leadership Development
Education
Grand Canyon University
PhD Business Candidate, Business Administration and Management, General
Mississippi College 1991 — 1993
MBA, Business
The University of Texas at Arlington 1983 — 1988
BBA, Marketing
Integrated Services, Inc April 2013 - Present
Hinds Community College August 1996 - Present
Belhaven University February 2007 - April 2013
Drama Kids International June 2003 - May 2007
Merrill Lynch February 1990 - December 1992
Skills
Database Administration, Relational Databases, System Administration, Teaching, Public Speaking, Data Analysis, Higher Education, E-Learning, Training, Research, Adult Education, Leadership, PowerPoint, Microsoft Word, Access, Administration, Customer Service, Leadership Development
Education
Grand Canyon University
PhD Business Candidate, Business Administration and Management, General
Mississippi College 1991 — 1993
MBA, Business
The University of Texas at Arlington 1983 — 1988
BBA, Marketing
Simone Gladstone Simone Gladstone's Merrill Lynch Experience February 1993 - July 2000
Job Certified Financial Planner at Compass Rose Strategic Planners LLC
Industry Financial Services
Experience
Compass Rose Strategic Partners LLC October 2012 - Present
Morgan Stanley July 2000 - October 2012
Merrill Lynch February 1993 - July 2000
Skills
Mutual Funds
Education
Gonzaga University 1984 — 1988
BA, Biology
Compass Rose Strategic Partners LLC October 2012 - Present
Morgan Stanley July 2000 - October 2012
Merrill Lynch February 1993 - July 2000
Skills
Mutual Funds
Education
Gonzaga University 1984 — 1988
BA, Biology
David Hoogmoed David Hoogmoed's Merrill Lynch Experience May 2011 - August 2011
Job Business Analyst at Accenture
Industry Management Consulting
Experience
Accenture May 2013 - Present
Ross BBA Council March 2012 - March 2013
Delta Sigma Pi December 2011 - December 2012
Accenture May 2012 - August 2012
Ross BBA Council April 2011 - April 2012
Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Analysis, Data Analysis, Financial Analysis, Leadership, Public Speaking, Event Planning, Business Analysis, Leadership Development, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.)
Grand Valley State University 2009 — 2010
Accenture May 2013 - Present
Ross BBA Council March 2012 - March 2013
Delta Sigma Pi December 2011 - December 2012
Accenture May 2012 - August 2012
Ross BBA Council April 2011 - April 2012
Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Analysis, Data Analysis, Financial Analysis, Leadership, Public Speaking, Event Planning, Business Analysis, Leadership Development, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.)
Grand Valley State University 2009 — 2010
Elizabeth Starkey Elizabeth Starkey's Merrill Lynch Experience 2007 - 2007
Job Seeking new opportunities to grow and gain experience as a professional.
Industry Hospital & Health Care
Experience
Catholic Health Initiatives June 2013 - October 2013
HCTec December 2011 - May 2013
Heartland Tank Services, Inc. October 2010 - October 2011
Jackson National Life March 2010 - September 2010
Catholic foundation for the Roman Catholic Church of Northern Colorado December 2009 - February 2010
Toys R Us September 2009 - December 2009
Tour On Cell July 2008 - September 2009
Bank of America December 2007 - February 2008
Merrill Lynch 2007 - 2007
Skills
Travel Management, Office Management, Computer-savvy, Executive Level..., Start-up Creation, Customer Service, Salesforce.com, Onboarding, Google Docs, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Troubleshooting, Report Building, Travel software..., Database implementation..., Marketing, Software Documentation, Project Management, Sales, Start-ups, Vendor Management, Strategic Planning
Education
Goucher College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business management, International business
Catholic Health Initiatives June 2013 - October 2013
HCTec December 2011 - May 2013
Heartland Tank Services, Inc. October 2010 - October 2011
Jackson National Life March 2010 - September 2010
Catholic foundation for the Roman Catholic Church of Northern Colorado December 2009 - February 2010
Toys R Us September 2009 - December 2009
Tour On Cell July 2008 - September 2009
Bank of America December 2007 - February 2008
Merrill Lynch 2007 - 2007
Skills
Travel Management, Office Management, Computer-savvy, Executive Level..., Start-up Creation, Customer Service, Salesforce.com, Onboarding, Google Docs, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Troubleshooting, Report Building, Travel software..., Database implementation..., Marketing, Software Documentation, Project Management, Sales, Start-ups, Vendor Management, Strategic Planning
Education
Goucher College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business management, International business
Douglas Falk Douglas Falk's Merrill Lynch Experience July 2014 - February 2015
Job Associate Performance Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory September 2015 - Present
J.J. Haines February 2015 - September 2015
Merrill Lynch July 2014 - February 2015
Midnight Marketing Group January 2013 - August 2013
Lazard September 2012 - December 2012
Skills
PowerPoint, Research, Microsoft Office, Teamwork, Public Speaking, Customer Service, Team Leadership, Social Networking, Finance, Financial Analysis, Wealth Management, Financial Advisory
Education
Goucher College 2010 — 2014
Economics and Business Management with a concentration in Finance, Business/Managerial Economics
Brown Advisory September 2015 - Present
J.J. Haines February 2015 - September 2015
Merrill Lynch July 2014 - February 2015
Midnight Marketing Group January 2013 - August 2013
Lazard September 2012 - December 2012
Skills
PowerPoint, Research, Microsoft Office, Teamwork, Public Speaking, Customer Service, Team Leadership, Social Networking, Finance, Financial Analysis, Wealth Management, Financial Advisory
Education
Goucher College 2010 — 2014
Economics and Business Management with a concentration in Finance, Business/Managerial Economics
Nicholas Albert Nicholas Albert's Merrill Lynch Experience January 2012 - May 2012
Job Senior Actuarial Analyst at Mercer
Industry Human Resources
Experience
Mercer June 2013 - Present
Gonzaga University August 2011 - August 2013
Mercer June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Excel, Access, PowerPoint, Customer Service, Time Management, Outlook, Microsoft Word, Leadership, Microsoft Office, Critical Thinking, Management, Determination, Finance
Education
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Prairie High School 2005 — 2009
Diploma, General Study
Mercer June 2013 - Present
Gonzaga University August 2011 - August 2013
Mercer June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Excel, Access, PowerPoint, Customer Service, Time Management, Outlook, Microsoft Word, Leadership, Microsoft Office, Critical Thinking, Management, Determination, Finance
Education
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Prairie High School 2005 — 2009
Diploma, General Study
Morgan Polotan Morgan Polotan's Merrill Lynch Experience June 2007 - December 2007
Job Venture Capitalist at Bloomberg BETA
Industry Computer Software
Experience
Bloomberg BETA August 2015 - Present
Tapad March 2014 - August 2015
Thinkful September 2013 - February 2014
Charles Koch Institute January 2011 - May 2013
HubSpot September 2009 - June 2010
Northeastern University April 2008 - December 2008
Merrill Lynch June 2007 - December 2007
No Comments November 2006 - May 2007
Buzz University September 2005 - November 2006
Skills
CSS, JavaScript, HTML, jQuery, Angular.js, Git, LESS, Research, CRM, Data Analysis, Consulting, Integration, Editing, Social Media Marketing, Event Planning
Education
Northeastern University 2005 — 2010
Bachelor of Science (B.S.), Business, Entrepreneurship, magna cum laude
Grenoble Ecole de Management 2008 — 2008
Summer Semester, Globalization, International Marketing
Bloomberg BETA August 2015 - Present
Tapad March 2014 - August 2015
Thinkful September 2013 - February 2014
Charles Koch Institute January 2011 - May 2013
HubSpot September 2009 - June 2010
Northeastern University April 2008 - December 2008
Merrill Lynch June 2007 - December 2007
No Comments November 2006 - May 2007
Buzz University September 2005 - November 2006
Skills
CSS, JavaScript, HTML, jQuery, Angular.js, Git, LESS, Research, CRM, Data Analysis, Consulting, Integration, Editing, Social Media Marketing, Event Planning
Education
Northeastern University 2005 — 2010
Bachelor of Science (B.S.), Business, Entrepreneurship, magna cum laude
Grenoble Ecole de Management 2008 — 2008
Summer Semester, Globalization, International Marketing
Taryn Flowers's Merrill Lynch Experience June 2000 - February 2001
Job Recovery Audit Analyst ICost Containment at Amerigroup Corporation
Industry Insurance
Experience
Amerigroup Corporation November 2012 - Present
Amerigroup Corporation April 2009 - December 2012
Amerigroup Corporation April 2006 - April 2009
BeBe Sport – International Mall October 2008 - March 2009
Ovations October 2005 - April 2006
UnitedHealthcare September 2004 - October 2005
First Coast Service Options February 2001 - May 2004
Merrill Lynch June 2000 - February 2001
State Farm Insurance Company June 1998 - April 2000
Wild Pair Shoe Store November 1996 - March 1997
Skills
Medicare, Managed Care, Medicaid, Provider Relations, Network Development, HIPAA, Utilization Management, Healthcare Industry, Healthcare Management, ICD-9, Medicare Part D, Health Policy, CPT, Medical Billing, Health Insurance, Medical Coding, Community Outreach, Call Centers, Claim, Software Documentation, Customer Service, Data Entry, Hospitals, Insurance, Access, Healthcare, Invoicing
Education
Grambling State University
Hillsborough Community College
Amerigroup Corporation November 2012 - Present
Amerigroup Corporation April 2009 - December 2012
Amerigroup Corporation April 2006 - April 2009
BeBe Sport – International Mall October 2008 - March 2009
Ovations October 2005 - April 2006
UnitedHealthcare September 2004 - October 2005
First Coast Service Options February 2001 - May 2004
Merrill Lynch June 2000 - February 2001
State Farm Insurance Company June 1998 - April 2000
Wild Pair Shoe Store November 1996 - March 1997
Skills
Medicare, Managed Care, Medicaid, Provider Relations, Network Development, HIPAA, Utilization Management, Healthcare Industry, Healthcare Management, ICD-9, Medicare Part D, Health Policy, CPT, Medical Billing, Health Insurance, Medical Coding, Community Outreach, Call Centers, Claim, Software Documentation, Customer Service, Data Entry, Hospitals, Insurance, Access, Healthcare, Invoicing
Education
Grambling State University
Hillsborough Community College
James Ryder James Ryder's Merrill Lynch Experience May 1997 - October 1998
Job President, J. Ryder Group
Industry
Experience
J. Ryder Group April 1999 - Present
SafetyNet Promotions May 2010 - Present
O'Shaughnessy Capital Management October 1998 - April 1999
Merrill Lynch May 1997 - October 1998
Merrill Lynch July 1995 - May 1997
Sigma Phi Epsilon June 1994 - June 1995
Skills
Marketing Strategy, Event Management, Event Planning, Fundraising, Sponsorship, Sales, Golf, Sports Marketing, New Business Development, Leadership, Strategic Planning, Social Media Marketing
Education
Grand Valley State University 1990 — 1994
Bachelor of Business Administration (B.B.A.)
University of Economics, Krakow, Poland
J. Ryder Group April 1999 - Present
SafetyNet Promotions May 2010 - Present
O'Shaughnessy Capital Management October 1998 - April 1999
Merrill Lynch May 1997 - October 1998
Merrill Lynch July 1995 - May 1997
Sigma Phi Epsilon June 1994 - June 1995
Skills
Marketing Strategy, Event Management, Event Planning, Fundraising, Sponsorship, Sales, Golf, Sports Marketing, New Business Development, Leadership, Strategic Planning, Social Media Marketing
Education
Grand Valley State University 1990 — 1994
Bachelor of Business Administration (B.B.A.)
University of Economics, Krakow, Poland
Jake Moore Jake Moore's Merrill Lynch Experience April 2006 - August 2006
Job Account Manager at Digital Limelight Media
Industry Marketing and Advertising
Experience
Digital Limelight Media April 2013 - Present
MLive Media Group March 2012 - March 2013
SMG - DeVos Place October 2010 - November 2011
University Bookstore - Grand Valley State University May 2009 - August 2010
National Student Advertising Competition (NSAC) August 2008 - May 2009
University Bookstore - Grand Valley State University August 2008 - May 2009
The Meadows Golf Course - Grand Valley State University March 2007 - November 2007
Merrill Lynch April 2006 - August 2006
Skills
Microsoft Office Suite, Adobe Illustrator CS5, Email Marketing, Event Management, Social Media, Brand Awareness, Marketing Strategy, Brand Development, Marketing Communications, Twitter, Facebook, Outlook, Client Relations, Advertising, Online Advertising, Marketing, Microsoft Office, Illustrator, Graphic Design, CRM, Integrated Marketing, Copywriting, Time Management, Strategy, Management, Sales, Social Media Marketing, Leadership, E-commerce, Customer Service, Online Marketing, Photography, Retail, Social Networking
Education
Grand Valley State University 2005 — 2010
B.S., Advertising & Public Relations
George A. Dondero High School 2001 — 2005
Digital Limelight Media April 2013 - Present
MLive Media Group March 2012 - March 2013
SMG - DeVos Place October 2010 - November 2011
University Bookstore - Grand Valley State University May 2009 - August 2010
National Student Advertising Competition (NSAC) August 2008 - May 2009
University Bookstore - Grand Valley State University August 2008 - May 2009
The Meadows Golf Course - Grand Valley State University March 2007 - November 2007
Merrill Lynch April 2006 - August 2006
Skills
Microsoft Office Suite, Adobe Illustrator CS5, Email Marketing, Event Management, Social Media, Brand Awareness, Marketing Strategy, Brand Development, Marketing Communications, Twitter, Facebook, Outlook, Client Relations, Advertising, Online Advertising, Marketing, Microsoft Office, Illustrator, Graphic Design, CRM, Integrated Marketing, Copywriting, Time Management, Strategy, Management, Sales, Social Media Marketing, Leadership, E-commerce, Customer Service, Online Marketing, Photography, Retail, Social Networking
Education
Grand Valley State University 2005 — 2010
B.S., Advertising & Public Relations
George A. Dondero High School 2001 — 2005
Jay Polson Jay Polson's Merrill Lynch Experience 2003 - 2006
Job Private Wealth Manager at VisionPoint
Industry Financial Services
Experience
Visionpoint Advisory Group October 2012 - Present
Berkshire Hathaway Energy December 2009 - July 2012
USG 2006 - 2009
Merrill Lynch 2003 - 2006
Education
University of Iowa
Roosevelt High School 1993 — 1996
Grinnell College
Visionpoint Advisory Group October 2012 - Present
Berkshire Hathaway Energy December 2009 - July 2012
USG 2006 - 2009
Merrill Lynch 2003 - 2006
Education
University of Iowa
Roosevelt High School 1993 — 1996
Grinnell College
Jennifer Craven Jones's Merrill Lynch Experience November 2014 - Present
Job Client Associate at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch November 2014 - Present
Sterling Jewelers April 2013 - September 2014
Truliant Federal Credit Union 2014 - 2014
Senn Dunn Insurance August 2013 - December 2013
Skills
Sales, Customer Service, Retail, Retail Sales, Data Entry, Customer Satisfaction, PowerPoint, Microsoft Office
Education
Greensboro College 2010 — 2014
Bachelor of Arts (B.A.), Business administration and economics
Merrill Lynch November 2014 - Present
Sterling Jewelers April 2013 - September 2014
Truliant Federal Credit Union 2014 - 2014
Senn Dunn Insurance August 2013 - December 2013
Skills
Sales, Customer Service, Retail, Retail Sales, Data Entry, Customer Satisfaction, PowerPoint, Microsoft Office
Education
Greensboro College 2010 — 2014
Bachelor of Arts (B.A.), Business administration and economics
Patrick Kolody Patrick Kolody's Merrill Lynch Experience September 1996 - Present
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1996 - Present
Education
Grand Valley State University
Merrill Lynch September 1996 - Present
Education
Grand Valley State University
Sean Evans Sean Evans's Merrill Lynch Experience January 2009 - May 2009
Job Assistant Director Product Management at Moody's Analytics
Industry Banking
Experience
Moody's Analytics October 2014 - Present
Moody's Analytics April 2014 - October 2014
Santander Bank September 2011 - April 2014
Fingerlakes Wealth Management January 2010 - February 2011
Merrill Lynch January 2009 - May 2009
Skills
Credit Risk, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Finance, Analysis, Management, Loans, Microsoft Office, Social Media, Portfolio Management
Education
Ithaca College
Business Administration, Finance & Economics
Griffith University
International Economics Brisbaine, Australia
Moody's Analytics October 2014 - Present
Moody's Analytics April 2014 - October 2014
Santander Bank September 2011 - April 2014
Fingerlakes Wealth Management January 2010 - February 2011
Merrill Lynch January 2009 - May 2009
Skills
Credit Risk, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Finance, Analysis, Management, Loans, Microsoft Office, Social Media, Portfolio Management
Education
Ithaca College
Business Administration, Finance & Economics
Griffith University
International Economics Brisbaine, Australia
Atif Gilani Atif Gilani's Merrill Lynch Experience 1998 - 2000
Job Board Member at Linkage, Inc.
Industry Venture Capital & Private Equity
Experience
Linkage, Inc. July 2013 - Present
South College of Tennessee November 2012 - Present
The Ariel Group October 2012 - Present
EDIC College March 2012 - Present
Renovus Capital January 2010 - Present
Campus Management Corporation February 2008 - January 2010
Eduk Group March 2007 - January 2010
Leeds Equity 2000 - 2010
Ex Libris August 2008 - December 2009
Merrill Lynch 1998 - 2000
Skills
Private Equity, Investments, Business Strategy, Start-ups, Strategic Planning, Marketing Strategy, Management Consulting, Venture Capital, SaaS, Finance, Corporate Development, Valuation, Business Valuation, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Due Diligence, Entrepreneurship, Leadership, Restructuring, Competitive Analysis, Management, M&A experience
Education
University of Pennsylvania 1994 — 1998
BAS, Computer Science Engineering
University of Pennsylvania - The Wharton School 1994 — 1998
BS Econ, Finance, Accounting
Government College University, Lahore 1991 — 1993
Fellow of Science, Pre-Engineering
Divisional Public School 1981 — 1991
Matriculation, Science
Linkage, Inc. July 2013 - Present
South College of Tennessee November 2012 - Present
The Ariel Group October 2012 - Present
EDIC College March 2012 - Present
Renovus Capital January 2010 - Present
Campus Management Corporation February 2008 - January 2010
Eduk Group March 2007 - January 2010
Leeds Equity 2000 - 2010
Ex Libris August 2008 - December 2009
Merrill Lynch 1998 - 2000
Skills
Private Equity, Investments, Business Strategy, Start-ups, Strategic Planning, Marketing Strategy, Management Consulting, Venture Capital, SaaS, Finance, Corporate Development, Valuation, Business Valuation, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Due Diligence, Entrepreneurship, Leadership, Restructuring, Competitive Analysis, Management, M&A experience
Education
University of Pennsylvania 1994 — 1998
BAS, Computer Science Engineering
University of Pennsylvania - The Wharton School 1994 — 1998
BS Econ, Finance, Accounting
Government College University, Lahore 1991 — 1993
Fellow of Science, Pre-Engineering
Divisional Public School 1981 — 1991
Matriculation, Science
Sherman Boone Sherman Boone's Merrill Lynch Experience May 1985 - March 1986
Job Senior Policy Advisor, Division of Economic and Risk Analysis (DERA) at US Securities and Exchange Commission
Industry International Affairs
Experience
U.S. Securities and Exchange Commission April 2014 - Present
US Securities and Exchange Commission April 2012 - April 2014
US Securities and Exchange Commission May 2004 - April 2012
US Treasury Department, Office of International Banking and Securities Markets June 1998 - April 2004
National Security Council / National Economic Council, The White House March 1997 - June 1998
U.S. Treasury Department, International Affairs April 1992 - March 1997
MR Beal & Company September 1990 - July 1991
DSL Capital Corporation March 1985 - September 1990
Merrill Lynch May 1985 - March 1986
Crocker National Bank September 1981 - July 1984
Skills
Public Policy, International Relations, Economics, Policy, Government, Research, Securities Regulation, Policy Analysis, Corporate Governance, Political Science, Financial Regulation, Economic Development, International..., Public Speaking, Politics, Diplomacy, Analysis, International Economics, Stata, Risk Management
Education
Princeton University 1977 — 1980
Master of Public Administration (MPA), International Relations and Affairs
Grinnell College 1973 — 1977
Bachelor of Arts (B.A.), History
U.S. Securities and Exchange Commission April 2014 - Present
US Securities and Exchange Commission April 2012 - April 2014
US Securities and Exchange Commission May 2004 - April 2012
US Treasury Department, Office of International Banking and Securities Markets June 1998 - April 2004
National Security Council / National Economic Council, The White House March 1997 - June 1998
U.S. Treasury Department, International Affairs April 1992 - March 1997
MR Beal & Company September 1990 - July 1991
DSL Capital Corporation March 1985 - September 1990
Merrill Lynch May 1985 - March 1986
Crocker National Bank September 1981 - July 1984
Skills
Public Policy, International Relations, Economics, Policy, Government, Research, Securities Regulation, Policy Analysis, Corporate Governance, Political Science, Financial Regulation, Economic Development, International..., Public Speaking, Politics, Diplomacy, Analysis, International Economics, Stata, Risk Management
Education
Princeton University 1977 — 1980
Master of Public Administration (MPA), International Relations and Affairs
Grinnell College 1973 — 1977
Bachelor of Arts (B.A.), History
Brett Freistadt's Merrill Lynch Experience April 1994 - April 1999
Job Talent
Industry Leisure, Travel & Tourism
Experience
Film Actor January 2012 - Present
INVEST Financial Corporation September 2011 - September 2012
Waddell & Reed 2010 - May 2011
Frontier Bank October 2006 - November 2008
IronStone Bank June 2005 - January 2006
Bay Bank April 2002 - December 2003
US Bank April 1999 - April 2002
Merrill Lynch April 1994 - April 1999
Freistadt & Associates January 1992 - April 1994
First Interstate Bank June 1979 - December 1991
Skills
Investments, Retirement Planning, Financial Advisory, Small Business Lending, IRAs, Wealth Management, Investment Advisory, Series 7, Wealth Management..., Series 65, Mergers, Real Estate
Education
Pacific Coast Banking School 1980 — 1982
Yes, Banking
Gonzaga University - School of Business Administration 1977 — 1978
No, Business
Loyola Marymount University 1969 — 1973
BA, History
Carlsbad High 1965 — 1969
Yes
Film Actor January 2012 - Present
INVEST Financial Corporation September 2011 - September 2012
Waddell & Reed 2010 - May 2011
Frontier Bank October 2006 - November 2008
IronStone Bank June 2005 - January 2006
Bay Bank April 2002 - December 2003
US Bank April 1999 - April 2002
Merrill Lynch April 1994 - April 1999
Freistadt & Associates January 1992 - April 1994
First Interstate Bank June 1979 - December 1991
Skills
Investments, Retirement Planning, Financial Advisory, Small Business Lending, IRAs, Wealth Management, Investment Advisory, Series 7, Wealth Management..., Series 65, Mergers, Real Estate
Education
Pacific Coast Banking School 1980 — 1982
Yes, Banking
Gonzaga University - School of Business Administration 1977 — 1978
No, Business
Loyola Marymount University 1969 — 1973
BA, History
Carlsbad High 1965 — 1969
Yes
Jessica (Ferrer) Jahre, CFM, AICP Jessica (Ferrer) Jahre, CFM, AICP's Merrill Lynch Experience October 2007 - July 2008
Job Planner at Princeton Hydro, LLC
Industry Environmental Services
Experience
Princeton Hydro, LLC March 2014 - Present
United States Environmental Protection Agency May 2012 - November 2013
City of Durham November 2011 - March 2012
Princeton Hydro, LLC October 2010 - May 2011
Rutgers, The State University February 2009 - August 2010
Rutgers, The State University January 2010 - June 2010
Rutgers, The State University August 2009 - December 2009
Merrill Lynch October 2007 - July 2008
Rocky Mountain Elk Foundation January 2007 - June 2007
The International Ecotourism Society January 2005 - October 2005
Skills
ArcGIS, GIS, Adobe Creative Suite, Microsoft Office, Stormwater Management, Community Outreach, SketchUp, Water, Policy, Project Planning, AutoCAD, Policy Analysis, Strategic Communications, Strategic Planning, Floodplain Management, Communication, Team Management, Project Management, Brand Management, Writing, Google SketchUP, Low Impact Development, Hazard Mitigation
Education
Rutgers, The State University of New Jersey 2008 — 2010
MCRP, Environmental and Physical Planning
Goucher College 2001 — 2005
BA, Honors in International Intercultural Studies; International Peace Studies
Princeton Hydro, LLC March 2014 - Present
United States Environmental Protection Agency May 2012 - November 2013
City of Durham November 2011 - March 2012
Princeton Hydro, LLC October 2010 - May 2011
Rutgers, The State University February 2009 - August 2010
Rutgers, The State University January 2010 - June 2010
Rutgers, The State University August 2009 - December 2009
Merrill Lynch October 2007 - July 2008
Rocky Mountain Elk Foundation January 2007 - June 2007
The International Ecotourism Society January 2005 - October 2005
Skills
ArcGIS, GIS, Adobe Creative Suite, Microsoft Office, Stormwater Management, Community Outreach, SketchUp, Water, Policy, Project Planning, AutoCAD, Policy Analysis, Strategic Communications, Strategic Planning, Floodplain Management, Communication, Team Management, Project Management, Brand Management, Writing, Google SketchUP, Low Impact Development, Hazard Mitigation
Education
Rutgers, The State University of New Jersey 2008 — 2010
MCRP, Environmental and Physical Planning
Goucher College 2001 — 2005
BA, Honors in International Intercultural Studies; International Peace Studies
Conor Feeney's Merrill Lynch Experience September 2011 - March 2013
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
MBA Investment Fund, LLC November 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Toopher May 2013 - July 2013
Merrill Lynch September 2011 - March 2013
Morgan Stanley Private Wealth Management June 2010 - August 2010
PF Gold Clover, LLC July 2009 - August 2009
Skills
Investments, Equities, Financial Modeling, Trading, Mutual Funds, Investment Banking, Valuation, Investment Strategies, Management, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Gonzaga University 2007 — 2011
B.A., Finance and Economics
J.P. Morgan July 2015 - Present
MBA Investment Fund, LLC November 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Toopher May 2013 - July 2013
Merrill Lynch September 2011 - March 2013
Morgan Stanley Private Wealth Management June 2010 - August 2010
PF Gold Clover, LLC July 2009 - August 2009
Skills
Investments, Equities, Financial Modeling, Trading, Mutual Funds, Investment Banking, Valuation, Investment Strategies, Management, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Gonzaga University 2007 — 2011
B.A., Finance and Economics
Joe Kuzmicz Joe Kuzmicz's Merrill Lynch Experience January 2009 - May 2009
Job Senior Auditor at PRGX
Industry Financial Services
Experience
PRGX October 2012 - Present
PRGX November 2011 - October 2012
Oce Business Services/Miller Canfield June 2011 - November 2011
Merrill Lynch January 2009 - May 2009
C.A. Frost Elementary School August 2008 - May 2009
Skills
Account Reconciliation, Accounts Payable, Auditing, Microsoft Excel, Accounting, Finance, Access, Microsoft Office, Analysis, Customer Service, Management, Financial Statements, Process Improvement
Education
Grand Valley State University 2006 — 2009
B.S, Business Administration; Finance
Grand Rapids Community College
Associate Degree, Business
PRGX October 2012 - Present
PRGX November 2011 - October 2012
Oce Business Services/Miller Canfield June 2011 - November 2011
Merrill Lynch January 2009 - May 2009
C.A. Frost Elementary School August 2008 - May 2009
Skills
Account Reconciliation, Accounts Payable, Auditing, Microsoft Excel, Accounting, Finance, Access, Microsoft Office, Analysis, Customer Service, Management, Financial Statements, Process Improvement
Education
Grand Valley State University 2006 — 2009
B.S, Business Administration; Finance
Grand Rapids Community College
Associate Degree, Business
Anthony Prather Anthony Prather's Merrill Lynch Experience November 1999 - January 2009
Job Compensation Data Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2009 - Present
Merrill Lynch November 1999 - January 2009
H. Rivkin & Co. Inc. 1997 - 1999
Skills
Cognos, Business Analysis, Data Warehousing, Data Analysis, Access, Management, SQL, Training, Equities, Project Management, Analytics, Analysis, Strategic Planning, Strategy, Microsoft Excel, VBA
Education
Rutgers University-New Brunswick 2002 — 2007
MBA, Database Management, Customer Relationship Management
Princeton University 1992 — 1998
PhD, Slavic Languages & Literatures
Middlebury College 1990 — 1991
MA, Russian
Grinnell College 1978 — 1982
BA, Economics
Deutsche Bank November 2009 - Present
Merrill Lynch November 1999 - January 2009
H. Rivkin & Co. Inc. 1997 - 1999
Skills
Cognos, Business Analysis, Data Warehousing, Data Analysis, Access, Management, SQL, Training, Equities, Project Management, Analytics, Analysis, Strategic Planning, Strategy, Microsoft Excel, VBA
Education
Rutgers University-New Brunswick 2002 — 2007
MBA, Database Management, Customer Relationship Management
Princeton University 1992 — 1998
PhD, Slavic Languages & Literatures
Middlebury College 1990 — 1991
MA, Russian
Grinnell College 1978 — 1982
BA, Economics
Marcia Orland Marcia Orland's Merrill Lynch Experience September 2002 - September 2004
Job President, Afterglow Media
Industry Media Production
Experience
Board Resource Center 2007 - Present
Afterglow Media October 2004 - Present
Merrill Lynch September 2002 - September 2004
TBG Financial 1999 - 2003
Skills
Editing, Interviews, Public Speaking, Content Development, Marketing, Copy Editing, Small Business, Event Planning, Creativity, Video Editing, Videotaping, Photoshop, Advertising, Producing, Television, Entertainment, Film, Film Production, Video, New Media, Event Management, Video Production, Leadership, Photography, Dvd, Social Media Marketing, Documentaries, Blogging, Social Networking
Education
Green Mountain College 1956 — 1958
AAS, Business
Board Resource Center 2007 - Present
Afterglow Media October 2004 - Present
Merrill Lynch September 2002 - September 2004
TBG Financial 1999 - 2003
Skills
Editing, Interviews, Public Speaking, Content Development, Marketing, Copy Editing, Small Business, Event Planning, Creativity, Video Editing, Videotaping, Photoshop, Advertising, Producing, Television, Entertainment, Film, Film Production, Video, New Media, Event Management, Video Production, Leadership, Photography, Dvd, Social Media Marketing, Documentaries, Blogging, Social Networking
Education
Green Mountain College 1956 — 1958
AAS, Business
Nicholas Carreri's Merrill Lynch Experience May 2011 - August 2011
Job Summer Associate at Chapman and Cutler LLP
Industry Law Practice
Experience
Community and Economic Development Clinic January 2015 - April 2015
University of Michigan September 2014 - April 2015
Chapman and Cutler LLP May 2014 - July 2014
The Carlyle Group June 2013 - August 2013
Mirador Family Wealth Advisors May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Leadership, Teamwork, Corporate Law, Public Speaking, Legal Writing, Finance, Social Media
Education
University of Michigan Law School 2012 — 2015
Doctor of Law (J.D.)
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Community and Economic Development Clinic January 2015 - April 2015
University of Michigan September 2014 - April 2015
Chapman and Cutler LLP May 2014 - July 2014
The Carlyle Group June 2013 - August 2013
Mirador Family Wealth Advisors May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Leadership, Teamwork, Corporate Law, Public Speaking, Legal Writing, Finance, Social Media
Education
University of Michigan Law School 2012 — 2015
Doctor of Law (J.D.)
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Adam Berlin Adam Berlin's Merrill Lynch Experience September 2010 - October 2013
Job PresidentSunwealth Management
Industry Financial Services
Experience
Sunwealth Management November 2013 - Present
Primary Residential Mortgage August 2014 - Present
Merrill Lynch September 2010 - October 2013
Tesla Motors February 2010 - October 2010
The Wall Street Collection May 2009 - January 2010
Sports and Imports April 2002 - March 2008
UBS 2000 - January 2002
Morgan Stanley 1996 - 2000
Skills
Strategic Planning, Start-ups, Investments, Portfolio Management, Risk Management, Financial Analysis, Strategic Financial..., New Business Development, Credit, Wealth Management, Social Networking, Management, Asset Managment, Roth IRA, Finance, Sales, Banking, Financial Services, Asset Allocation, Asset Management, Advertising, Mortgage Lending, Real Estate, Entrepreneurship, Business Development, Budgets, Business Planning, Business Strategy, Analysis, Accounting, Mergers & Acquisitions
Education
Rowan University 1995 — 1996
BA, Criminal Justice
Green Mountain College 1993 — 1994
Sunwealth Management November 2013 - Present
Primary Residential Mortgage August 2014 - Present
Merrill Lynch September 2010 - October 2013
Tesla Motors February 2010 - October 2010
The Wall Street Collection May 2009 - January 2010
Sports and Imports April 2002 - March 2008
UBS 2000 - January 2002
Morgan Stanley 1996 - 2000
Skills
Strategic Planning, Start-ups, Investments, Portfolio Management, Risk Management, Financial Analysis, Strategic Financial..., New Business Development, Credit, Wealth Management, Social Networking, Management, Asset Managment, Roth IRA, Finance, Sales, Banking, Financial Services, Asset Allocation, Asset Management, Advertising, Mortgage Lending, Real Estate, Entrepreneurship, Business Development, Budgets, Business Planning, Business Strategy, Analysis, Accounting, Mergers & Acquisitions
Education
Rowan University 1995 — 1996
BA, Criminal Justice
Green Mountain College 1993 — 1994
daniel seubert's Merrill Lynch Experience August 2011 - December 2011
Job Consultant at Value Prism Consulting
Industry Venture Capital & Private Equity
Experience
Value Prism Consulting March 2014 - Present
BlackRock June 2013 - March 2014
Shareholder InSite, Inc August 2012 - April 2013
Merrill Lynch August 2011 - December 2011
Skills
Strategic Financial..., Financial Analysis, Investments, Finance, Financial Modeling, Insurance, Portfolio Management, Economics, Securities, Risk Management, Financial Services, Mutual Funds, Microsoft Excel, Estate Planning, Asset Management, Bloomberg, Banking, Financial Planning
Education
Gonzaga University 2008 — 2012
BS, Economics and Finance
Eastside Catholic High School (College Preparatory ): 2004 - 2008 Gonzaga University Business School 2004 — 2008
Value Prism Consulting March 2014 - Present
BlackRock June 2013 - March 2014
Shareholder InSite, Inc August 2012 - April 2013
Merrill Lynch August 2011 - December 2011
Skills
Strategic Financial..., Financial Analysis, Investments, Finance, Financial Modeling, Insurance, Portfolio Management, Economics, Securities, Risk Management, Financial Services, Mutual Funds, Microsoft Excel, Estate Planning, Asset Management, Bloomberg, Banking, Financial Planning
Education
Gonzaga University 2008 — 2012
BS, Economics and Finance
Eastside Catholic High School (College Preparatory ): 2004 - 2008 Gonzaga University Business School 2004 — 2008
Kristina Staples Kristina Staples's Merrill Lynch Experience 1989 - 1991
Job Managing Director at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group June 2011 - Present
J.E. Robert Companies 2008 - 2011
ACA Compliance Group 2004 - 2008
Washington State Department of Financial Institutions 2001 - 2004
US Securities and Exchange Commission 2000 - 2001
Washington State Department of Financial Institutions 1998 - 2000
Foreman, Arch Dodge and Volyn 1996 - 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1994 - 1995
City of Spokane 1991 - 1994
Merrill Lynch 1989 - 1991
Skills
Securities Regulation, Hedge Funds, Securities, SEC, Series 7, Alternative Investments, Derivatives, Finance, Investment Advisory, Private Equity, Regulatory Examinations
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
LLM, Corporate Finance and Banking
Gonzaga University School of Law 1991 — 1994
JD, Tax Law
University of Washington 1981 — 1983
BA, Business Administration
ACA Compliance Group June 2011 - Present
J.E. Robert Companies 2008 - 2011
ACA Compliance Group 2004 - 2008
Washington State Department of Financial Institutions 2001 - 2004
US Securities and Exchange Commission 2000 - 2001
Washington State Department of Financial Institutions 1998 - 2000
Foreman, Arch Dodge and Volyn 1996 - 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1994 - 1995
City of Spokane 1991 - 1994
Merrill Lynch 1989 - 1991
Skills
Securities Regulation, Hedge Funds, Securities, SEC, Series 7, Alternative Investments, Derivatives, Finance, Investment Advisory, Private Equity, Regulatory Examinations
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
LLM, Corporate Finance and Banking
Gonzaga University School of Law 1991 — 1994
JD, Tax Law
University of Washington 1981 — 1983
BA, Business Administration
Nimisha Gohil's Merrill Lynch Experience July 2011 - Present
Job Project Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
K. Walter Service Corp April 2009 - July 2011
Max Daetwyler Corporation January 2004 - March 2009
Skills
Customer Service, Microsoft Office, Outlook, PowerPoint, Wealth Management, Financial Analysis, Microsoft Word
Education
Greenville Technical College 2001 — 2003
AA, Liberal Arts
Merrill Lynch July 2011 - Present
K. Walter Service Corp April 2009 - July 2011
Max Daetwyler Corporation January 2004 - March 2009
Skills
Customer Service, Microsoft Office, Outlook, PowerPoint, Wealth Management, Financial Analysis, Microsoft Word
Education
Greenville Technical College 2001 — 2003
AA, Liberal Arts
Jay Rosengarden Jay Rosengarden's Merrill Lynch Experience June 2007 - March 2009
Job Life Sales Wholesaler at Belman Klein Associates, Ltd.
Industry Financial Services
Experience
Belman Klein Associates, Ltd. March 2009 - Present
Merrill Lynch June 2007 - March 2009
Taipan Group April 2005 - April 2007
Skills
Marketing, Selling, Sales Management, Insurance, New Business Development, Fixed Annuities, Sales, Investments, Wealth Management, Customer Service, Retirement Planning, Series 7, Team Building, Series 63
Education
Goucher College
M.Ed, Education
University of Maryland College Park
BA, Criminology
Belman Klein Associates, Ltd. March 2009 - Present
Merrill Lynch June 2007 - March 2009
Taipan Group April 2005 - April 2007
Skills
Marketing, Selling, Sales Management, Insurance, New Business Development, Fixed Annuities, Sales, Investments, Wealth Management, Customer Service, Retirement Planning, Series 7, Team Building, Series 63
Education
Goucher College
M.Ed, Education
University of Maryland College Park
BA, Criminology
Ekta Sirohi Ekta Sirohi's Merrill Lynch Experience December 2005 - September 2007
Job Senior Functional Analyst Global ERP at Cummins Inc.
Industry Information Technology and Services
Experience
Cummins Inc. September 2014 - Present
Cummins Inc. November 2011 - August 2014
Tata Consultancy Services March 2005 - February 2009
Chrysler January 2008 - January 2009
Chrysler January 2008 - January 2009
Chrysler January 2008 - January 2009
Chrysler January 2008 - January 2009
BB&T October 2007 - December 2007
Merrill Lynch December 2005 - September 2007
Merrill Lynch June 2005 - November 2005
Skills
Oracle ERP..., Six Sigma, Business Analysis, Backoffice Associates..., Chain-Sys AppMigrate, Requirements Gathering, Requirements Management, Requirements Analysis, Master Data Management, Visio, Microsoft SQL Server, Web Services, Database Design, DB2, Elicitation
Education
Indiana University - Kelley School of Business
MBA
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya 2000 — 2004
B.Tech
Army Public School, Lucknow 1997 — 1999
High School
Cummins Inc. September 2014 - Present
Cummins Inc. November 2011 - August 2014
Tata Consultancy Services March 2005 - February 2009
Chrysler January 2008 - January 2009
Chrysler January 2008 - January 2009
Chrysler January 2008 - January 2009
Chrysler January 2008 - January 2009
BB&T October 2007 - December 2007
Merrill Lynch December 2005 - September 2007
Merrill Lynch June 2005 - November 2005
Skills
Oracle ERP..., Six Sigma, Business Analysis, Backoffice Associates..., Chain-Sys AppMigrate, Requirements Gathering, Requirements Management, Requirements Analysis, Master Data Management, Visio, Microsoft SQL Server, Web Services, Database Design, DB2, Elicitation
Education
Indiana University - Kelley School of Business
MBA
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya 2000 — 2004
B.Tech
Army Public School, Lucknow 1997 — 1999
High School
Gregory Blanchette Gregory Blanchette's Merrill Lynch Experience May 2011 - August 2011
Job Transaction Advisory Services at EY
Industry Management Consulting
Experience
EY July 2015 - Present
GE Aviation July 2013 - June 2015
Deloitte January 2013 - April 2013
GE Aviation May 2012 - December 2012
Perrigo Company August 2011 - January 2012
Merrill Lynch May 2011 - August 2011
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, Cum Laude
EY July 2015 - Present
GE Aviation July 2013 - June 2015
Deloitte January 2013 - April 2013
GE Aviation May 2012 - December 2012
Perrigo Company August 2011 - January 2012
Merrill Lynch May 2011 - August 2011
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, Cum Laude
Chris Jarrell Chris Jarrell's Merrill Lynch Experience June 2007 - September 2007
Job Financial Center Manager II at Bank of America
Industry Banking
Experience
US Bank August 2015 - Present
Bank of America March 2014 - August 2015
Bank of America November 2011 - February 2014
Bank of America June 2008 - October 2011
Bank of America August 2007 - June 2008
Merrill Lynch June 2007 - September 2007
Best Buy June 2006 - August 2007
Skills
Banking, Retail Banking, Finance, Customer Service, Financial Services, Auditing, Loans, Small Business Lending, Microsoft Excel, Coaching, Consumer Lending, Risk Management, Teamwork, Commercial Lending, Sales, Management, Accounting, Financial Reporting, Leadership
Education
San Diego State University-California State University 2009 — 2011
Business Administration, Finance
Grossmont College 2006 — 2009
Business, General, Finance, General
US Bank August 2015 - Present
Bank of America March 2014 - August 2015
Bank of America November 2011 - February 2014
Bank of America June 2008 - October 2011
Bank of America August 2007 - June 2008
Merrill Lynch June 2007 - September 2007
Best Buy June 2006 - August 2007
Skills
Banking, Retail Banking, Finance, Customer Service, Financial Services, Auditing, Loans, Small Business Lending, Microsoft Excel, Coaching, Consumer Lending, Risk Management, Teamwork, Commercial Lending, Sales, Management, Accounting, Financial Reporting, Leadership
Education
San Diego State University-California State University 2009 — 2011
Business Administration, Finance
Grossmont College 2006 — 2009
Business, General, Finance, General
Tony Pan's Merrill Lynch Experience June 2008 - August 2008
Job Member of Technical Staff at Pure Storage
Industry Computer Software
Experience
Pure Storage May 2014 - Present
Microsoft September 2012 - May 2014
Microsoft July 2010 - August 2012
Microsoft June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Stanford University
Master of Science, Computer Science
Grinnell College 2006 — 2010
Bachelor of Arts, Computer Science
Shanghai Foreign Language School 2000 — 2006
Pure Storage May 2014 - Present
Microsoft September 2012 - May 2014
Microsoft July 2010 - August 2012
Microsoft June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Stanford University
Master of Science, Computer Science
Grinnell College 2006 — 2010
Bachelor of Arts, Computer Science
Shanghai Foreign Language School 2000 — 2006
Mallory Principe's Merrill Lynch Experience September 2006 - May 2007
Job OEM Customer Operations Manager
Industry Logistics and Supply Chain
Experience
Washoe County Food Policy Council May 2014 - Present
Microsoft January 2014 - Present
Microsoft Licensing, GP September 2011 - January 2014
Microsoft Licensing, GP January 2011 - September 2011
Wireless Toyz November 2008 - August 2010
Wells Fargo Financial June 2008 - November 2008
Merrill Lynch September 2006 - May 2007
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, Sales, Marketing, Payroll, Training, Account Reconciliation, Recruiting, Customer Service, Process Improvement, Financial Analysis, Team Leadership, Strategic Planning, Account Management, Business Analysis, PowerPoint, Project Management, Analysis, Organic Gardening, Sustainable Agriculture, Economic Policy, Business Development, Agriculture, Public Policy, Forecasting, Program Management, Outlook, Finance, Cross-functional Team..., Budgets, Operations Management, Salesforce.com, Customer Satisfaction, Inventory Management, Access, Time Management, Vendor Management
Education
University of Nevada-Reno 2010 — 2011
MBA, Business Administration
Gonzaga University 2003 — 2007
Bachelor's, Business Administration, Finance, and Economics
Washoe County Food Policy Council May 2014 - Present
Microsoft January 2014 - Present
Microsoft Licensing, GP September 2011 - January 2014
Microsoft Licensing, GP January 2011 - September 2011
Wireless Toyz November 2008 - August 2010
Wells Fargo Financial June 2008 - November 2008
Merrill Lynch September 2006 - May 2007
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, Sales, Marketing, Payroll, Training, Account Reconciliation, Recruiting, Customer Service, Process Improvement, Financial Analysis, Team Leadership, Strategic Planning, Account Management, Business Analysis, PowerPoint, Project Management, Analysis, Organic Gardening, Sustainable Agriculture, Economic Policy, Business Development, Agriculture, Public Policy, Forecasting, Program Management, Outlook, Finance, Cross-functional Team..., Budgets, Operations Management, Salesforce.com, Customer Satisfaction, Inventory Management, Access, Time Management, Vendor Management
Education
University of Nevada-Reno 2010 — 2011
MBA, Business Administration
Gonzaga University 2003 — 2007
Bachelor's, Business Administration, Finance, and Economics
Alan Swihart Alan Swihart's Merrill Lynch Experience September 2011 - June 2013
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
Lord, Abbett & Co. LLC July 2013 - December 2014
Merrill Lynch September 2011 - June 2013
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Customer Service, Windows, Access, Outlook, Research, Stata, Financial Accounting, Macroeconomics, Microeconomics, Technical Analysis, Data Analysis, Series 7, Series 63, Series 65, Fixed Income
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
J.P. Morgan Asset Management December 2014 - Present
Lord, Abbett & Co. LLC July 2013 - December 2014
Merrill Lynch September 2011 - June 2013
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Customer Service, Windows, Access, Outlook, Research, Stata, Financial Accounting, Macroeconomics, Microeconomics, Technical Analysis, Data Analysis, Series 7, Series 63, Series 65, Fixed Income
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
Peter Mayhak's Merrill Lynch Experience April 1991 - October 1993
Job Systems Sales and Software Engineering
Industry Computer Software
Experience
KiBiz Systems May 2015 - Present
Security Locknut January 2014 - April 2015
Mayhak Capital Group 2012 - December 2013
Citi Private Bank August 2010 - August 2012
Barclays Global Wealth December 2008 - February 2010
Neuberger Berman, a Lehman Bros. Company March 2008 - December 2008
Bernstein Global Wealth Management February 2005 - March 2008
Vis Dynamics January 1995 - January 2005
Sandoz Nutrition November 1993 - December 1994
Merrill Lynch April 1991 - October 1993
Skills
Sales Process, Public Speaking, Entrepreneurial..., Internet Entrepreneur, Sales Management, Team Leadership, Strategic Leadership, Sales Presentations, Presentation Development, Marketing Strategy, Business Strategy, New Business Development, Relationship Management, Entrepreneurship, Leadership, Investments, Management
Education
Grand Valley State University 1989 — 1991
BBA, Finance
KiBiz Systems May 2015 - Present
Security Locknut January 2014 - April 2015
Mayhak Capital Group 2012 - December 2013
Citi Private Bank August 2010 - August 2012
Barclays Global Wealth December 2008 - February 2010
Neuberger Berman, a Lehman Bros. Company March 2008 - December 2008
Bernstein Global Wealth Management February 2005 - March 2008
Vis Dynamics January 1995 - January 2005
Sandoz Nutrition November 1993 - December 1994
Merrill Lynch April 1991 - October 1993
Skills
Sales Process, Public Speaking, Entrepreneurial..., Internet Entrepreneur, Sales Management, Team Leadership, Strategic Leadership, Sales Presentations, Presentation Development, Marketing Strategy, Business Strategy, New Business Development, Relationship Management, Entrepreneurship, Leadership, Investments, Management
Education
Grand Valley State University 1989 — 1991
BBA, Finance
Chase Wanamaker Chase Wanamaker's Merrill Lynch Experience January 2015 - Present
Job Client Associate at Merrill Lynch, Pierce, Fenner, & Smith Inc.
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Bank of America September 2013 - Present
BridgeFront September 2011 - July 2013
Gonzaga University September 2009 - May 2013
OpenSesame May 2012 - September 2012
Skills
Entrepreneurship, Social Media Marketing, Social Media, SEO, Microsoft Office, Blogging, E-Learning, Public Speaking, Facebook, Salesforce.com, Research, Social Networking, WordPress, Market Research, Customer Service, Microsoft Excel, Drupal, Google Adwords, Marketing, Adobe Creative Suite, Leadership
Education
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing
Merrill Lynch January 2015 - Present
Bank of America September 2013 - Present
BridgeFront September 2011 - July 2013
Gonzaga University September 2009 - May 2013
OpenSesame May 2012 - September 2012
Skills
Entrepreneurship, Social Media Marketing, Social Media, SEO, Microsoft Office, Blogging, E-Learning, Public Speaking, Facebook, Salesforce.com, Research, Social Networking, WordPress, Market Research, Customer Service, Microsoft Excel, Drupal, Google Adwords, Marketing, Adobe Creative Suite, Leadership
Education
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing
Megan Nunez Megan Nunez's Merrill Lynch Experience June 2010 - December 2010
Job Intern at ACS Financial Readiness Program
Industry Financial Services
Experience
Army Community Service - Financial Readiness Program June 2015 - Present
Cycle City, Ltd. March 2011 - May 2012
Merrill Lynch June 2010 - December 2010
University of Hawaii - West O'ahu August 2009 - December 2010
First Citizens Bank and Trust Company, Inc. June 2006 - November 2008
Skills
Financial Counseling, Credit Counseling, Financial Planning, Financial Education, Tax Preparation, Account Reconciliation, Accounts Receivable, Microsoft Excel, Financial Accounting, General Ledger, Auditing, Financial Analysis, Economic Research, Return on Investment..., Asset Valuation, Portfolio Management, Working Capital..., Personal Financial..., Loan Origination, Money Management, Anti Money Laundering, Accounts Payable, Debt Management, Price Setting, Capital Budgeting, Managerial Finance, Managerial Economics, Banking, Credit, Microsoft Office, Public Speaking, Valuation
Education
University of Hawaii-West Oahu
Bachelor’s Degree, Economics and Finance, 3.98/4.00 GPA
Greenville Technical College
Associate’s Degree, Business Administration and Management, General, 3.86/4.00 GPA
Army Community Service - Financial Readiness Program June 2015 - Present
Cycle City, Ltd. March 2011 - May 2012
Merrill Lynch June 2010 - December 2010
University of Hawaii - West O'ahu August 2009 - December 2010
First Citizens Bank and Trust Company, Inc. June 2006 - November 2008
Skills
Financial Counseling, Credit Counseling, Financial Planning, Financial Education, Tax Preparation, Account Reconciliation, Accounts Receivable, Microsoft Excel, Financial Accounting, General Ledger, Auditing, Financial Analysis, Economic Research, Return on Investment..., Asset Valuation, Portfolio Management, Working Capital..., Personal Financial..., Loan Origination, Money Management, Anti Money Laundering, Accounts Payable, Debt Management, Price Setting, Capital Budgeting, Managerial Finance, Managerial Economics, Banking, Credit, Microsoft Office, Public Speaking, Valuation
Education
University of Hawaii-West Oahu
Bachelor’s Degree, Economics and Finance, 3.98/4.00 GPA
Greenville Technical College
Associate’s Degree, Business Administration and Management, General, 3.86/4.00 GPA
Rosalyn Langer's Merrill Lynch Experience August 2011 - December 2011
Job at
Industry Aviation & Aerospace
Experience
Boeing August 2015 - Present
Next IT June 2015 - August 2015
Next IT July 2013 - June 2015
Gonzaga University, Graduate School of Business May 2012 - July 2013
Gonzaga University January 2013 - May 2013
Gonzaga University Graduate School of Business September 2008 - May 2012
Merrill Lynch August 2011 - December 2011
HOLY APOSTLE CHURCH May 2011 - July 2011
Skills
Finance, Research, Investments, Microsoft Office, Analysis, Financial Reporting, Accounting, Corporate Finance, Microsoft Excel, Business Strategy, Financial Statement..., Budgets, Fundraising, Higher Education, Nonprofits, Microsoft Word, Entrepreneurship, Management, Auditing, Teamwork, Business Analysis, PowerPoint, Data Analysis, Strategic Financial..., Event Planning, Public Relations, Strategic Planning, Financial Accounting, Business Planning, Contract Negotiation, Time Management, Team Building
Education
Gonzaga University Graduate School of Business 2012 — 2013
Master of Business Administration (MBA)
Gonzaga University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.0
Gonzaga Univeristy In Florence, Italy 2011 — 2011
Bishop Blanchet High School 2004 — 2008
Boeing August 2015 - Present
Next IT June 2015 - August 2015
Next IT July 2013 - June 2015
Gonzaga University, Graduate School of Business May 2012 - July 2013
Gonzaga University January 2013 - May 2013
Gonzaga University Graduate School of Business September 2008 - May 2012
Merrill Lynch August 2011 - December 2011
HOLY APOSTLE CHURCH May 2011 - July 2011
Skills
Finance, Research, Investments, Microsoft Office, Analysis, Financial Reporting, Accounting, Corporate Finance, Microsoft Excel, Business Strategy, Financial Statement..., Budgets, Fundraising, Higher Education, Nonprofits, Microsoft Word, Entrepreneurship, Management, Auditing, Teamwork, Business Analysis, PowerPoint, Data Analysis, Strategic Financial..., Event Planning, Public Relations, Strategic Planning, Financial Accounting, Business Planning, Contract Negotiation, Time Management, Team Building
Education
Gonzaga University Graduate School of Business 2012 — 2013
Master of Business Administration (MBA)
Gonzaga University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.0
Gonzaga Univeristy In Florence, Italy 2011 — 2011
Bishop Blanchet High School 2004 — 2008
Jair Javier Gamiz Silveyra's Merrill Lynch Experience February 2014 - August 2014
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, NA August 2014 - Present
Merrill Lynch February 2014 - August 2014
Revolution Wealth Management December 2012 - February 2014
LPL Financial December 2012 - February 2014
JPMorgan Chase & Co. July 2011 - December 2012
Chase November 2007 - July 2011
Holland Hospital June 1998 - November 2007
U.S. Commercial Service May 2007 - August 2007
Education
Jones International University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Grand Valley State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business and Finance
JP Morgan Chase Bank, NA August 2014 - Present
Merrill Lynch February 2014 - August 2014
Revolution Wealth Management December 2012 - February 2014
LPL Financial December 2012 - February 2014
JPMorgan Chase & Co. July 2011 - December 2012
Chase November 2007 - July 2011
Holland Hospital June 1998 - November 2007
U.S. Commercial Service May 2007 - August 2007
Education
Jones International University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Grand Valley State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business and Finance
Alex Teece Alex Teece's Merrill Lynch Experience August 2007 - December 2007
Job Ed.M. Candidate, Zuckerman Fellow at Harvard Graduate School of Education
Industry Higher Education
Experience
DreamHouse, Inc. May 2015 - Present
Bank of Hawaii September 2014 - May 2015
Teach For America June 2013 - June 2014
Teach for America June 2012 - May 2013
Teach For America May 2012 - July 2012
Morgan Stanley June 2011 - August 2011
Teach for America May 2010 - July 2010
Teach for America June 2008 - July 2010
Merrill Lynch August 2007 - December 2007
UBS Wealth Management June 2007 - August 2007
Skills
Classroom Management, Community Outreach, Educational Technology, Emotional Intelligence, Grant Writing, Higher Education, Instructional Design, Leadership Development, Lesson Planning, Marketing Strategy, Philanthropy, Program Management, Project Management, Sales, Special Education, Staff Development, Stata, Tutoring, Volunteer Management
Education
Harvard University Graduate School of Education 2015 — 2016
School Leadership Program, School Developer
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration, Finance, Corporate Accounting, and International Management
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Semester Abroad
University of Hawaii at Manoa 2008 — 2010
Master of Education in Teaching, Education
Ithaca College 2004 — 2008
B.S., Business Administration
Griffith University 2006 — 2006
Semester Abroad
DreamHouse, Inc. May 2015 - Present
Bank of Hawaii September 2014 - May 2015
Teach For America June 2013 - June 2014
Teach for America June 2012 - May 2013
Teach For America May 2012 - July 2012
Morgan Stanley June 2011 - August 2011
Teach for America May 2010 - July 2010
Teach for America June 2008 - July 2010
Merrill Lynch August 2007 - December 2007
UBS Wealth Management June 2007 - August 2007
Skills
Classroom Management, Community Outreach, Educational Technology, Emotional Intelligence, Grant Writing, Higher Education, Instructional Design, Leadership Development, Lesson Planning, Marketing Strategy, Philanthropy, Program Management, Project Management, Sales, Special Education, Staff Development, Stata, Tutoring, Volunteer Management
Education
Harvard University Graduate School of Education 2015 — 2016
School Leadership Program, School Developer
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration, Finance, Corporate Accounting, and International Management
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Semester Abroad
University of Hawaii at Manoa 2008 — 2010
Master of Education in Teaching, Education
Ithaca College 2004 — 2008
B.S., Business Administration
Griffith University 2006 — 2006
Semester Abroad
John Amabile's Merrill Lynch Experience January 1997 - September 1997
Job Senior Regional Vice President, NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
Michael Betsanes Michael Betsanes's Merrill Lynch Experience November 2005 - June 2007
Job IT Support Specialist at The University of Chicago
Industry Information Technology and Services
Experience
The University of Chicago August 2010 - Present
Merrill Lynch November 2005 - June 2007
Skills
Linux, Troubleshooting, Technical Support, VMware, Windows, Security, IT Strategy, Microsoft Office, Community Outreach, System Administration, Volunteer Management, Operating Systems, DNS, Active Directory, Windows Server
Education
Governors State University 2013 — 2015
Bachelor's Degree, Computer/Information Technology Administration and Management
Moraine Valley Community College 2005 — 2007
Associate of Arts and Sciences (AAS), Computer Systems Networking and Telecommunications
The University of Chicago August 2010 - Present
Merrill Lynch November 2005 - June 2007
Skills
Linux, Troubleshooting, Technical Support, VMware, Windows, Security, IT Strategy, Microsoft Office, Community Outreach, System Administration, Volunteer Management, Operating Systems, DNS, Active Directory, Windows Server
Education
Governors State University 2013 — 2015
Bachelor's Degree, Computer/Information Technology Administration and Management
Moraine Valley Community College 2005 — 2007
Associate of Arts and Sciences (AAS), Computer Systems Networking and Telecommunications
Hunter Lewis, CFA Hunter Lewis, CFA's Merrill Lynch Experience April 2011 - October 2011
Job Senior Research Analyst at Legacy Trust
Industry Investment Management
Experience
Legacy Trust March 2014 - Present
GAIN Capital (formerly GFT) July 2012 - February 2014
Merrill Lynch April 2011 - October 2011
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration, Finance and Business Economics
Legacy Trust March 2014 - Present
GAIN Capital (formerly GFT) July 2012 - February 2014
Merrill Lynch April 2011 - October 2011
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration, Finance and Business Economics
Cory Mohr Cory Mohr's Merrill Lynch Experience January 2012 - April 2012
Job Currently seeking any longterm employment
Industry Financial Services
Experience
Charleys Crab August 2014 - Present
A few different ones May 2012 - August 2014
Merrill Lynch January 2012 - April 2012
Computer and Technology Support November 2011 - April 2012
Seidman Investment Portfolio Organization September 2010 - April 2012
Bob Evans Restaurant September 2007 - September 2011
Skills
Investments, PowerPoint, Excel, Financial Analysis, Word, Microsoft Excel, Sales, Microsoft Word, Microsoft Office, Customer Service, Time Management, Leadership, Social Networking, Social Media, Teamwork, Management, Data Analysis, Research
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Charleys Crab August 2014 - Present
A few different ones May 2012 - August 2014
Merrill Lynch January 2012 - April 2012
Computer and Technology Support November 2011 - April 2012
Seidman Investment Portfolio Organization September 2010 - April 2012
Bob Evans Restaurant September 2007 - September 2011
Skills
Investments, PowerPoint, Excel, Financial Analysis, Word, Microsoft Excel, Sales, Microsoft Word, Microsoft Office, Customer Service, Time Management, Leadership, Social Networking, Social Media, Teamwork, Management, Data Analysis, Research
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Catherine R. Northcutt Catherine R. Northcutt's Merrill Lynch Experience 1996 - 1998
Job Accountancy Programs Executive Assistant
Industry Real Estate
Experience
University of San Diego 2014 - Present
Premier Realty Group, Inc. June 2010 - Present
Cathy Northcutt Coaching January 2007 - Present
Asset Preservation Strategies October 1999 - June 2000
Merrill Lynch 1996 - 1998
United Way 1987 - 1996
Skills
Wellness, Public Speaking, Sales, Coaching, Wellbeing, Real Estate, Investment Properties, Marketing, Nutrition, Retail, Residential Homes, Time Management, Small Business, Public Relations, Fundraising, Training
Education
University of San Diego 1994 — 1996
BBA, Finance
Grossmont College 1988 — 1994
AA, Business Administration and Management, General
University of San Diego 2014 - Present
Premier Realty Group, Inc. June 2010 - Present
Cathy Northcutt Coaching January 2007 - Present
Asset Preservation Strategies October 1999 - June 2000
Merrill Lynch 1996 - 1998
United Way 1987 - 1996
Skills
Wellness, Public Speaking, Sales, Coaching, Wellbeing, Real Estate, Investment Properties, Marketing, Nutrition, Retail, Residential Homes, Time Management, Small Business, Public Relations, Fundraising, Training
Education
University of San Diego 1994 — 1996
BBA, Finance
Grossmont College 1988 — 1994
AA, Business Administration and Management, General
Alexandria Polise's Merrill Lynch Experience August 2012 - December 2012
Job Employee Benefits Consultant
Industry Financial Services
Experience
KDP Retirement Plan Services July 2013 - Present
Christ Lutheran Church September 2013 - June 2015
Red Robin May 2011 - May 2013
Merrill Lynch August 2012 - December 2012
Michigan Volleyball Academy February 2010 - June 2010
Skills
Communication Skills, Exceptional People..., Time Management, High Organizational..., Problem Solving Skills, Teamwork, Flexibility, Sociability, Team Leadership, Report Writing Skills, Creativity Skills, Problem Solving, Employee Engagement, PowerPoint, Leadership, Customer Service, Event Planning, Fundraising, Management, Microsoft Word, Networking, Public Speaking, Recruiting, Training
Education
Indiana Institute of Technology 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Grand Rapids Community College 2009 — 2010
Jenison High School 2005 — 2009
KDP Retirement Plan Services July 2013 - Present
Christ Lutheran Church September 2013 - June 2015
Red Robin May 2011 - May 2013
Merrill Lynch August 2012 - December 2012
Michigan Volleyball Academy February 2010 - June 2010
Skills
Communication Skills, Exceptional People..., Time Management, High Organizational..., Problem Solving Skills, Teamwork, Flexibility, Sociability, Team Leadership, Report Writing Skills, Creativity Skills, Problem Solving, Employee Engagement, PowerPoint, Leadership, Customer Service, Event Planning, Fundraising, Management, Microsoft Word, Networking, Public Speaking, Recruiting, Training
Education
Indiana Institute of Technology 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Grand Rapids Community College 2009 — 2010
Jenison High School 2005 — 2009
Aubrey Brown's Merrill Lynch Experience June 2013 - August 2013
Job Student at Gonzaga University
Industry Financial Services
Experience
AXA Advisors August 2014 - March 2015
Merrill Lynch June 2013 - August 2013
YMCA of the Inland Northwest October 2012 - April 2013
YMCA of San Diego County 2008 - 2010
Skills
Finance, Financial Analysis, Microsoft Excel, Customer Service, Consulting, Mathematics, Teaching
Education
Gonzaga University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and International Business
AXA Advisors August 2014 - March 2015
Merrill Lynch June 2013 - August 2013
YMCA of the Inland Northwest October 2012 - April 2013
YMCA of San Diego County 2008 - 2010
Skills
Finance, Financial Analysis, Microsoft Excel, Customer Service, Consulting, Mathematics, Teaching
Education
Gonzaga University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and International Business
Kirk Gent Kirk Gent's Merrill Lynch Experience February 1997 - January 2000
Job Mail Handler at United States Postal Service
Industry Financial Services
Experience
United States Postal Service June 2015 - Present
Regal Financial Group July 2005 - March 2015
Natcity Investments Inc January 2000 - July 2005
Merrill Lynch February 1997 - January 2000
First Michigan Bank - FMB March 1991 - February 1997
United States Air Force September 1986 - January 1991
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Grand Valley State University 1991 — 1993
Business Administration and Management, General, 3
United States Postal Service June 2015 - Present
Regal Financial Group July 2005 - March 2015
Natcity Investments Inc January 2000 - July 2005
Merrill Lynch February 1997 - January 2000
First Michigan Bank - FMB March 1991 - February 1997
United States Air Force September 1986 - January 1991
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Grand Valley State University 1991 — 1993
Business Administration and Management, General, 3
Elizabeth VanderLaan Elizabeth VanderLaan's Merrill Lynch Experience May 2012 - August 2012
Job Owner of POPS! STAR www.facebook.com/liz.popsstar
Industry Food & Beverages
Experience
Wolverine World Wide May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Younkers (Bon Ton) October 2006 - October 2010
Younkers (Bon Ton) June 2001 - October 2006
Education
Grand Valley State University 2011 — 2013
Bachelor of Business Administration (BBA) (Dec 2013), Finance and Marketing
Wolverine World Wide May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Younkers (Bon Ton) October 2006 - October 2010
Younkers (Bon Ton) June 2001 - October 2006
Education
Grand Valley State University 2011 — 2013
Bachelor of Business Administration (BBA) (Dec 2013), Finance and Marketing
Douglas Dinzik CFP®'s Merrill Lynch Experience 1992 - 2002
Job Financial Advisor, Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Oppenheimer & Co. March 2007 - August 2012
UBS 2002 - 2007
Merrill Lynch 1992 - 2002
Education
Gordon College 1981 — 1986
Bachelor of Business Administration (BBA)
Gordon College 1981 — 1986
bacheior of sciencs, Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2012 - Present
Oppenheimer & Co. March 2007 - August 2012
UBS 2002 - 2007
Merrill Lynch 1992 - 2002
Education
Gordon College 1981 — 1986
Bachelor of Business Administration (BBA)
Gordon College 1981 — 1986
bacheior of sciencs, Business Administration and Management, General
Sherri Wagner Sherri Wagner's Merrill Lynch Experience January 2012 - June 2012
Job Seeking new opportunities
Industry Hospital & Health Care
Experience
Brookdale Senior Living January 2014 - Present
Chaparral Winds Retirement Community June 2013 - January 2014
Clare Bridge of Brookdale Senior Living April 2013 - June 2013
Magnolia Place Assisted Living October 2012 - November 2012
Merrill Lynch January 2012 - June 2012
Synergy Home Care November 2010 - February 2012
Private Caregiver July 2005 - February 2011
Skills
Educated in HIPAA..., Thrives both in...
Education
Grand Canyon University 2008 — 2013
Bachelor's degree, Health Care Administration, 3.62
Brookdale Senior Living January 2014 - Present
Chaparral Winds Retirement Community June 2013 - January 2014
Clare Bridge of Brookdale Senior Living April 2013 - June 2013
Magnolia Place Assisted Living October 2012 - November 2012
Merrill Lynch January 2012 - June 2012
Synergy Home Care November 2010 - February 2012
Private Caregiver July 2005 - February 2011
Skills
Educated in HIPAA..., Thrives both in...
Education
Grand Canyon University 2008 — 2013
Bachelor's degree, Health Care Administration, 3.62
David Maduzia David Maduzia's Merrill Lynch Experience January 2005 - March 2010
Job Vice President Technology Manager
Industry Information Technology and Services
Experience
Bank of America March 1999 - Present
Bank of America March 2010 - April 2013
Merrill Lynch January 2005 - March 2010
Merrill Lynch March 1999 - December 2004
Skills
Microsoft Office, Troubleshooting, Management, Customer Relations, Team Building, Customer Satisfaction, Building Relationships, Vendor Relationships, Presentation Development, IT Strategy, Team Leadership, Procurement, Project Planning, Client Services, Leadership
Education
University of Illinois 2010 — 2013
Master's of Science, Management Information Systems
Governors State University 1996 — 1998
Bachelor of Science (B.S.), Management Information Systems
Bank of America March 1999 - Present
Bank of America March 2010 - April 2013
Merrill Lynch January 2005 - March 2010
Merrill Lynch March 1999 - December 2004
Skills
Microsoft Office, Troubleshooting, Management, Customer Relations, Team Building, Customer Satisfaction, Building Relationships, Vendor Relationships, Presentation Development, IT Strategy, Team Leadership, Procurement, Project Planning, Client Services, Leadership
Education
University of Illinois 2010 — 2013
Master's of Science, Management Information Systems
Governors State University 1996 — 1998
Bachelor of Science (B.S.), Management Information Systems
Greg Bosch, CFA, CAIA Greg Bosch, CFA, CAIA's Merrill Lynch Experience October 2006 - Present
Job Institutional Consulting Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Gentex Corporation August 1995 - October 2006
Education
Western Michigan University 1996 — 1999
MBA, Business
Grand Valley State University 1991 — 1995
BSE, Engineering
Merrill Lynch October 2006 - Present
Gentex Corporation August 1995 - October 2006
Education
Western Michigan University 1996 — 1999
MBA, Business
Grand Valley State University 1991 — 1995
BSE, Engineering
Jeffrey Edgington Jeffrey Edgington's Merrill Lynch Experience July 2006 - August 2006
Job Tax Accountant at Goodsell & Company Inc., CPAs & Financial Services
Industry Financial Services
Experience
Goodsell & Company Inc., CPAs & Financial Services January 2015 - Present
CEA, LLP August 2013 - September 2014
Life Technologies March 2012 - August 2012
Helix Charter High School September 2009 - March 2012
CompUSA 2004 - 2007
Merrill Lynch July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office
Education
San Diego State University 2011 — 2012
Masters, Accounting - Taxation
San Diego State University-California State University 2006 — 2008
Bachelors, Finance
Grossmont College 2003 — 2006
AS, Business Administration
Goodsell & Company Inc., CPAs & Financial Services January 2015 - Present
CEA, LLP August 2013 - September 2014
Life Technologies March 2012 - August 2012
Helix Charter High School September 2009 - March 2012
CompUSA 2004 - 2007
Merrill Lynch July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office
Education
San Diego State University 2011 — 2012
Masters, Accounting - Taxation
San Diego State University-California State University 2006 — 2008
Bachelors, Finance
Grossmont College 2003 — 2006
AS, Business Administration
Brian Habib's Merrill Lynch Experience 1987 - 2012
Job Convertible Bond Sales & Trading at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2014 - November 2014
TeraExchange March 2013 - January 2014
Merrill Lynch 1987 - 2012
Skills
Fixed Income, Series 7, Series 63, Equities, Bloomberg, Series 24, Options, Swaps, Trading, CDS, Investment Banking, Interest Rate Swaps, Convertible Arbitrage, Convertible Securities, Bonds, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Investments, Derivatives
Education
Gordon College 1983 — 1987
Bachelor of Arts (B.A.), Business Administration/Economics
William Blair & Company February 2014 - November 2014
TeraExchange March 2013 - January 2014
Merrill Lynch 1987 - 2012
Skills
Fixed Income, Series 7, Series 63, Equities, Bloomberg, Series 24, Options, Swaps, Trading, CDS, Investment Banking, Interest Rate Swaps, Convertible Arbitrage, Convertible Securities, Bonds, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Investments, Derivatives
Education
Gordon College 1983 — 1987
Bachelor of Arts (B.A.), Business Administration/Economics
Brett Chapman, CPA Brett Chapman, CPA's Merrill Lynch Experience January 2010 - May 2010
Job Senior Analyst, External Reporting at Patheon
Industry Accounting
Experience
Patheon June 2015 - Present
ABB September 2014 - June 2015
Ernst & Young September 2011 - September 2014
North Carolina State University August 2010 - October 2011
Merrill Lynch January 2010 - May 2010
Great Lakes Caster 2009 - 2009
Education
North Carolina State University 2010 — 2011
Masters, Accounting
Grand Valley State University 2006 — 2010
Bachelors of Business Administration, Accounting/Finance
Patheon June 2015 - Present
ABB September 2014 - June 2015
Ernst & Young September 2011 - September 2014
North Carolina State University August 2010 - October 2011
Merrill Lynch January 2010 - May 2010
Great Lakes Caster 2009 - 2009
Education
North Carolina State University 2010 — 2011
Masters, Accounting
Grand Valley State University 2006 — 2010
Bachelors of Business Administration, Accounting/Finance
Eric Deems Eric Deems's Merrill Lynch Experience August 2015 - Present
Job Merrill Lynch GWIM
Industry Military
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch January 2013 - Present
Merrill Lynch - Global Wealth Management May 2012 - August 2012
US Army June 2009 - August 2010
US Army January 2008 - April 2009
US Army November 2006 - January 2008
US Army September 2006 - October 2006
Skills
Leadership, Microsoft Office, Military, Customer Service, Intelligence Analysis, DoD, Non-profits, Sales, Troubleshooting, Inventory Management, Training, Strategic Planning, Operations Management, Teamwork, Microsoft Excel, Process Improvement, Community Outreach, Negotiation, Leadership Development, Data Analysis, Team Leadership, Research, Healthcare, Microsoft Word, Public Speaking, Public Relations, PowerPoint, Program Management, Time Management
Education
Aquinas College 2010 — 2012
B.S., Business Administration
US Army Munitions and Electronics Maintenance School 2006 — 2007
Special Electronics
Basic Combat Training 2006 — 2006
Grand Rapids Community College 2003 — 2006
Computer Applications Technology
East Grand Rapids High School 1999 — 2003
Merrill Lynch August 2015 - Present
Merrill Lynch January 2013 - Present
Merrill Lynch - Global Wealth Management May 2012 - August 2012
US Army June 2009 - August 2010
US Army January 2008 - April 2009
US Army November 2006 - January 2008
US Army September 2006 - October 2006
Skills
Leadership, Microsoft Office, Military, Customer Service, Intelligence Analysis, DoD, Non-profits, Sales, Troubleshooting, Inventory Management, Training, Strategic Planning, Operations Management, Teamwork, Microsoft Excel, Process Improvement, Community Outreach, Negotiation, Leadership Development, Data Analysis, Team Leadership, Research, Healthcare, Microsoft Word, Public Speaking, Public Relations, PowerPoint, Program Management, Time Management
Education
Aquinas College 2010 — 2012
B.S., Business Administration
US Army Munitions and Electronics Maintenance School 2006 — 2007
Special Electronics
Basic Combat Training 2006 — 2006
Grand Rapids Community College 2003 — 2006
Computer Applications Technology
East Grand Rapids High School 1999 — 2003
Matthew Van Meeteren Matthew Van Meeteren's Merrill Lynch Experience May 2012 - August 2015
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch September 2015 - Present
Merrill Lynch May 2012 - August 2015
Blackford Capital, LLC January 2012 - April 2012
Merrill Lynch April 2011 - December 2011
Wuskowhan Players Club 2009 - 2010
Dynamic Corporation April 2009 - August 2009
Quality Car Wash 2006 - 2009
Skills
Leadership, Financial Analysis, Finance, Customer Service, Time Management, Microsoft Office, Wealth Management, Management, Critical Thinking, Business Development
Education
Grand Valley State University 2009 — 2012
Bachelors of Business Administration, Finance, Economics
Holland Christian High School 2004 — 2008
Bank of America Merrill Lynch September 2015 - Present
Merrill Lynch May 2012 - August 2015
Blackford Capital, LLC January 2012 - April 2012
Merrill Lynch April 2011 - December 2011
Wuskowhan Players Club 2009 - 2010
Dynamic Corporation April 2009 - August 2009
Quality Car Wash 2006 - 2009
Skills
Leadership, Financial Analysis, Finance, Customer Service, Time Management, Microsoft Office, Wealth Management, Management, Critical Thinking, Business Development
Education
Grand Valley State University 2009 — 2012
Bachelors of Business Administration, Finance, Economics
Holland Christian High School 2004 — 2008
Todd Koyama CFP®'s Merrill Lynch Experience May 1999 - May 2001
Job Associate Wealth Advisor Fulcrum Financial Group
Industry Financial Services
Experience
Fulcrum Financial Group August 2012 - Present
Washington Trust Bank May 2001 - July 2012
Merrill Lynch May 1999 - May 2001
U.S. Department of Energy May 1994 - September 1997
Skills
Portfolio Management, Investments, Finance, Wealth Management, Banking, Financial Analysis, Retirement Planning, Retirement Income..., Retirement Benefits, Social Security
Education
Gonzaga University - School of Business Administration 1997 — 1999
Masters of Business Administration, School of Business
Gonzaga University 1993 — 1997
Bachelors of Science, Chemistry
Skyline High School 1991 — 1993
High School Diploma
Fulcrum Financial Group August 2012 - Present
Washington Trust Bank May 2001 - July 2012
Merrill Lynch May 1999 - May 2001
U.S. Department of Energy May 1994 - September 1997
Skills
Portfolio Management, Investments, Finance, Wealth Management, Banking, Financial Analysis, Retirement Planning, Retirement Income..., Retirement Benefits, Social Security
Education
Gonzaga University - School of Business Administration 1997 — 1999
Masters of Business Administration, School of Business
Gonzaga University 1993 — 1997
Bachelors of Science, Chemistry
Skyline High School 1991 — 1993
High School Diploma
Nathan Solmose's Merrill Lynch Experience February 2005 - February 2007
Job Liquidity & Balance Sheet Manager at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2014 - Present
Deutsche Bank February 2012 - June 2014
Deutsche Bank February 2007 - February 2012
Merrill Lynch February 2005 - February 2007
Merrill Lynch Investment Managers December 2004 - February 2006
Merrill Lynch December 2002 - December 2004
First Institutional Securities 2000 - 2002
Skills
Transactional Banking, Banking, Cash Management, Trust Services, ADRs, Cost Management, Strategic Planning, Financial Analysis, Business Strategy, Executive Support, Securities Lending, Six Sigma, Process Improvement, Kaizen, Business Process..., Operational Excellence, Lean Thinking, DMAIC
Education
Montclair State University 2003 — 2005
MBA, Strategy and Management
Grinnell College 1996 — 2000
BA, Political Science
Deutsche Bank June 2014 - Present
Deutsche Bank February 2012 - June 2014
Deutsche Bank February 2007 - February 2012
Merrill Lynch February 2005 - February 2007
Merrill Lynch Investment Managers December 2004 - February 2006
Merrill Lynch December 2002 - December 2004
First Institutional Securities 2000 - 2002
Skills
Transactional Banking, Banking, Cash Management, Trust Services, ADRs, Cost Management, Strategic Planning, Financial Analysis, Business Strategy, Executive Support, Securities Lending, Six Sigma, Process Improvement, Kaizen, Business Process..., Operational Excellence, Lean Thinking, DMAIC
Education
Montclair State University 2003 — 2005
MBA, Strategy and Management
Grinnell College 1996 — 2000
BA, Political Science
Derrick Leung's Merrill Lynch Experience January 2003 - March 2003
Job Research and Analysis
Industry Renewables & Environment
Experience
SFPUC October 2014 - Present
Heschong Mahone Group 2006 - 2009
Grid Alternatives January 2006 - April 2006
Aeon Process 2004 - 2005
Merrill Lynch January 2003 - March 2003
Education
Graduate Theological Union 2009 — 2012
Master of Arts (MA)
University of California, Riverside 1999 — 2004
BS, Physics
SFPUC October 2014 - Present
Heschong Mahone Group 2006 - 2009
Grid Alternatives January 2006 - April 2006
Aeon Process 2004 - 2005
Merrill Lynch January 2003 - March 2003
Education
Graduate Theological Union 2009 — 2012
Master of Arts (MA)
University of California, Riverside 1999 — 2004
BS, Physics
Anupam Srivastava's Merrill Lynch Experience May 2013 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
JP Morgan Chase 2006 - May 2013
Cargill Investor Services 1999 - 2006
CyberTech International 1998 - 1999
Larsen & Toubro 1993 - 1996
Skills
Program Management, Software Project..., Product Management, E-commerce, Investment Banking, Derivatives, Team Management, Business Analysis, Vendor Management, Budgeting, IT Strategy, Budgets, Business Development, Electronic Trading, Requirements Analysis, SDLC
Education
S.P. Jain Institute of Management & Research 1996 — 1998
MBA
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya 1989 — 1993
BTech, Mechanical Engineering
Keller Graduate School of Management of DeVry University
Masters, Project Management
Merrill Lynch May 2013 - Present
JP Morgan Chase 2006 - May 2013
Cargill Investor Services 1999 - 2006
CyberTech International 1998 - 1999
Larsen & Toubro 1993 - 1996
Skills
Program Management, Software Project..., Product Management, E-commerce, Investment Banking, Derivatives, Team Management, Business Analysis, Vendor Management, Budgeting, IT Strategy, Budgets, Business Development, Electronic Trading, Requirements Analysis, SDLC
Education
S.P. Jain Institute of Management & Research 1996 — 1998
MBA
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya 1989 — 1993
BTech, Mechanical Engineering
Keller Graduate School of Management of DeVry University
Masters, Project Management
Holly Sandner's Merrill Lynch Experience February 2001 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2001 - Present
Holiday Inn October 1998 - February 2001
Education
Grand Valley State University 1994 — 1998
Merrill Lynch February 2001 - Present
Holiday Inn October 1998 - February 2001
Education
Grand Valley State University 1994 — 1998
Lyman Howell, CFP®'s Merrill Lynch Experience May 2007 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company May 2009 - September 2014
Merrill Lynch May 2007 - December 2008
UBS Financial Services September 2005 - May 2007
Faith to Finance, NFP July 2002 - August 2005
World Renew August 1994 - June 2002
Ambassadors Fellowship November 1989 - July 1994
Kraft Foods February 1987 - November 1989
Corn Products International 1982 - 1987
Education
The University of Chicago - Booth School of Business 1983 — 1988
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1976 — 1980
BS, Chemical Engineering
Grambling High School 1972 — 1976
High School
Grambling State University 1975 — 1975
New York Life Insurance Company May 2009 - September 2014
Merrill Lynch May 2007 - December 2008
UBS Financial Services September 2005 - May 2007
Faith to Finance, NFP July 2002 - August 2005
World Renew August 1994 - June 2002
Ambassadors Fellowship November 1989 - July 1994
Kraft Foods February 1987 - November 1989
Corn Products International 1982 - 1987
Education
The University of Chicago - Booth School of Business 1983 — 1988
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1976 — 1980
BS, Chemical Engineering
Grambling High School 1972 — 1976
High School
Grambling State University 1975 — 1975
Noor Ahmed's Merrill Lynch Experience June 2009 - March 2010
Job Senior Consultant Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions June 2012 - Present
Credit Suisse November 2012 - December 2013
National Stock Exchange of India Limited January 2012 - October 2012
Cognizant Technology Solutions March 2010 - May 2012
Aditya Birla Financial Services Group December 2011 - December 2011
JPMorgan Chase May 2011 - November 2011
National Stock Exchange of India Limited July 2010 - February 2011
Merrill Lynch June 2009 - March 2010
Tata Consultancy Services June 2007 - March 2010
National Securities and Depository Limited October 2007 - May 2009
Skills
Requirements Analysis, Gap Analysis, Process Consulting, Requirements Gathering, Business Analysis, Business Process, Visio, Business Requirements, Testing, Business Process Design, Quality Center, Analysis, Functional..., SQL, Project Management, Cross-functional Team..., Business Process Mapping, Management, Software Documentation, Business Development, Derivatives, Investment Banking, Consulting
Education
Great Lakes Institute of Management 2006 — 2007
Post Graduate in Management, Finance
Cognizant Technology Solutions June 2012 - Present
Credit Suisse November 2012 - December 2013
National Stock Exchange of India Limited January 2012 - October 2012
Cognizant Technology Solutions March 2010 - May 2012
Aditya Birla Financial Services Group December 2011 - December 2011
JPMorgan Chase May 2011 - November 2011
National Stock Exchange of India Limited July 2010 - February 2011
Merrill Lynch June 2009 - March 2010
Tata Consultancy Services June 2007 - March 2010
National Securities and Depository Limited October 2007 - May 2009
Skills
Requirements Analysis, Gap Analysis, Process Consulting, Requirements Gathering, Business Analysis, Business Process, Visio, Business Requirements, Testing, Business Process Design, Quality Center, Analysis, Functional..., SQL, Project Management, Cross-functional Team..., Business Process Mapping, Management, Software Documentation, Business Development, Derivatives, Investment Banking, Consulting
Education
Great Lakes Institute of Management 2006 — 2007
Post Graduate in Management, Finance
Nathan Trimpler's Merrill Lynch Experience 2004 - 2004
Job Accounting Assistant At Kuni Auotmotive
Industry Accounting
Experience
TEC Equipment May 2014 - February 2015
Kuni Automotive March 2014 - May 2014
Pacific Audit Solutions June 2011 - August 2012
AARP January 2012 - April 2012
OMSI 2008 - 2011
Dex One March 2010 - October 2010
Dex Media June 2006 - December 2009
City of Portland December 2005 - June 2006
Merrill Lynch 2004 - 2004
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Customer Service, Financial Analysis, General Ledger, Journal Entries, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Recruiting, Tax, Time Management
Education
Portland State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.96
Gonzaga University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services and International Business, 3.23
La Salle High School
Warner Pacific College
TEC Equipment May 2014 - February 2015
Kuni Automotive March 2014 - May 2014
Pacific Audit Solutions June 2011 - August 2012
AARP January 2012 - April 2012
OMSI 2008 - 2011
Dex One March 2010 - October 2010
Dex Media June 2006 - December 2009
City of Portland December 2005 - June 2006
Merrill Lynch 2004 - 2004
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Customer Service, Financial Analysis, General Ledger, Journal Entries, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Recruiting, Tax, Time Management
Education
Portland State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.96
Gonzaga University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services and International Business, 3.23
La Salle High School
Warner Pacific College
Felipa Bernard's Merrill Lynch Experience September 1981 - March 1984
Job VP, Human Resources at Environmental Defense Fund
Industry Human Resources
Experience
Environmental Defense Fund April 2012 - June 2015
Environmental Defense Fund June 2010 - April 2012
Environmental Defense Fund April 2010 - June 2010
Environmental Defense August 2008 - April 2010
Newsweek August 1986 - July 2008
American Express March 1984 - March 1986
Merrill Lynch September 1981 - March 1984
AFS Intercultural Programs 1974 - 1981
Skills
Employee Relations, Human Resources, Recruiting, Training, Organizational Design, Management, Leadership, Organizational..., Personnel Management, Employee Benefits, Employee Training, Strategic Planning, Policy, Coaching, Career Counseling, Team Building, Strategy, Performance Management, Payroll, Employee Management, Compensation & Benefit, Organizational Structure, Nonprofits
Education
Goucher College
BA
New York University
MPA
Environmental Defense Fund April 2012 - June 2015
Environmental Defense Fund June 2010 - April 2012
Environmental Defense Fund April 2010 - June 2010
Environmental Defense August 2008 - April 2010
Newsweek August 1986 - July 2008
American Express March 1984 - March 1986
Merrill Lynch September 1981 - March 1984
AFS Intercultural Programs 1974 - 1981
Skills
Employee Relations, Human Resources, Recruiting, Training, Organizational Design, Management, Leadership, Organizational..., Personnel Management, Employee Benefits, Employee Training, Strategic Planning, Policy, Coaching, Career Counseling, Team Building, Strategy, Performance Management, Payroll, Employee Management, Compensation & Benefit, Organizational Structure, Nonprofits
Education
Goucher College
BA
New York University
MPA
Jennifer D'Ambrosia's Merrill Lynch Experience June 2008 - Present
Job VP, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Merrill Lynch September 2005 - June 2008
Merrill Lynch July 2004 - September 2005
Hubbard House Inc. January 2003 - October 2003
Skills
Series 7, Investments, Mutual Funds, Administration, Series 66, Series 24, Series 9 and 10, Uniform Combined State...
Education
University of North Florida 2000 — 2002
BA, English
Gonzaga University 1996 — 1998
Merrill Lynch June 2008 - Present
Merrill Lynch September 2005 - June 2008
Merrill Lynch July 2004 - September 2005
Hubbard House Inc. January 2003 - October 2003
Skills
Series 7, Investments, Mutual Funds, Administration, Series 66, Series 24, Series 9 and 10, Uniform Combined State...
Education
University of North Florida 2000 — 2002
BA, English
Gonzaga University 1996 — 1998
Jim Freed's Merrill Lynch Experience
Job First Vice President Investments at Ameriprise Financial
Industry Investment Management
Experience
Merrill Lynch
Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Financial Analysis, Mutual Funds, Fixed Income, Asset Allocation, Retirement Planning, Financial Planning
Education
Gordon College 1972 — 1976
Merrill Lynch
Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Financial Analysis, Mutual Funds, Fixed Income, Asset Allocation, Retirement Planning, Financial Planning
Education
Gordon College 1972 — 1976
Heather Hausmann's Merrill Lynch Experience July 2015 - Present
Job Client Relationship Manager at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch September 2014 - July 2015
Morgan Stanley March 2012 - September 2014
Morgan Stanley Smith Barney September 2010 - March 2012
Morgan Stanley Smith Barney July 2008 - September 2010
Wachovia Securities Financial Network August 2006 - June 2008
Skills
Series 7, Series 63, Series 6, Series 66, Series 3, Series 9, Series 10, Licensed Life & Health..., Microsoft Excel, Concur, PeopleSoft, Peopleclick, PowerPoint, Retirement Planning, Series 24, Strategic Financial..., Wealth Management..., Uniform Combined State..., 401k, Series 65, Life & Health Insurance..., FINRA, Alternative Investments, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Financial Planning, Finance, Financial Services, Management, Banking, Asset Management, Investments, Wealth Management
Education
Saginaw Valley State University 2002 — 2004
Bachelor of Science (B.S.), Psychology/Criminal Justice
Grand Valley State University 2001 — 2002
Bachelor of Science (B.S.), Psychology
Merrill Lynch July 2015 - Present
Merrill Lynch September 2014 - July 2015
Morgan Stanley March 2012 - September 2014
Morgan Stanley Smith Barney September 2010 - March 2012
Morgan Stanley Smith Barney July 2008 - September 2010
Wachovia Securities Financial Network August 2006 - June 2008
Skills
Series 7, Series 63, Series 6, Series 66, Series 3, Series 9, Series 10, Licensed Life & Health..., Microsoft Excel, Concur, PeopleSoft, Peopleclick, PowerPoint, Retirement Planning, Series 24, Strategic Financial..., Wealth Management..., Uniform Combined State..., 401k, Series 65, Life & Health Insurance..., FINRA, Alternative Investments, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Financial Planning, Finance, Financial Services, Management, Banking, Asset Management, Investments, Wealth Management
Education
Saginaw Valley State University 2002 — 2004
Bachelor of Science (B.S.), Psychology/Criminal Justice
Grand Valley State University 2001 — 2002
Bachelor of Science (B.S.), Psychology
Andrew Ewanyk's Merrill Lynch Experience September 2007 - Present
Job Merrill Edge Team Lead
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Portfolio Management, Retirement Planning, Financial Modeling, Financial Analysis, Investment Banking, Mutual Funds, Capital Markets, Derivatives, Asset Management, Strategic Financial...
Education
Goucher College 1993 — 1997
BA, Poli Sci
Merrill Lynch September 2007 - Present
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Portfolio Management, Retirement Planning, Financial Modeling, Financial Analysis, Investment Banking, Mutual Funds, Capital Markets, Derivatives, Asset Management, Strategic Financial...
Education
Goucher College 1993 — 1997
BA, Poli Sci
Ryan Vogelheim's Merrill Lynch Experience June 2005 - August 2005
Job Operations Manager at Charter House | innovations
Industry Furniture
Experience
Charter House innovations September 2011 - Present
Charter House innovations September 2010 - September 2011
Regent Business Centers September 2008 - October 2010
Universal Forest Products September 2006 - April 2008
Merrill Lynch June 2005 - August 2005
Skills
Lean Manufacturing, Continuous Improvement, Process Improvement, Operations Management, Kaizen, Manufacturing, Management, 5S, Value Stream Mapping, Training, Business Planning, Business Development
Education
Grand Valley State University 2002 — 2005
B.A., Business, Finance
Charter House innovations September 2011 - Present
Charter House innovations September 2010 - September 2011
Regent Business Centers September 2008 - October 2010
Universal Forest Products September 2006 - April 2008
Merrill Lynch June 2005 - August 2005
Skills
Lean Manufacturing, Continuous Improvement, Process Improvement, Operations Management, Kaizen, Manufacturing, Management, 5S, Value Stream Mapping, Training, Business Planning, Business Development
Education
Grand Valley State University 2002 — 2005
B.A., Business, Finance
Jeramy Schmehl's Merrill Lynch Experience March 2012 - December 2012
Job Criminal Defense Attorney
Industry Law Practice
Experience
New Mexico Law Offices of the Public Defender November 2013 - Present
Merrill Lynch March 2012 - December 2012
Robert Half Legal January 2011 - January 2012
Law Office of Jeramy Schmehl May 2006 - April 2011
Skills
Litigation, Criminal Defense, Legal Writing, Legal Research, Family Law, Wills, Trials, Client Development, Client Counseling, Public Speaking, Strategic Financial..., Financial Advisory, Financial Market..., Appeals, Criminal Law
Education
Gonzaga University 2001 — 2004
J.D., Law
Texas A&M International University 1998 — 2000
M.B.A., International Banking
Northern Arizona University
Bachelor of Arts, Political Science
New Mexico Law Offices of the Public Defender November 2013 - Present
Merrill Lynch March 2012 - December 2012
Robert Half Legal January 2011 - January 2012
Law Office of Jeramy Schmehl May 2006 - April 2011
Skills
Litigation, Criminal Defense, Legal Writing, Legal Research, Family Law, Wills, Trials, Client Development, Client Counseling, Public Speaking, Strategic Financial..., Financial Advisory, Financial Market..., Appeals, Criminal Law
Education
Gonzaga University 2001 — 2004
J.D., Law
Texas A&M International University 1998 — 2000
M.B.A., International Banking
Northern Arizona University
Bachelor of Arts, Political Science
Jonathan Rains's Merrill Lynch Experience December 2000 - August 2003
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2010 - Present
Russell Investment Group August 2003 - June 2010
Merrill Lynch December 2000 - August 2003
Airborne Express 1998 - 2000
Stevedoring Services of America 1997 - 1998
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Skills
Series 7, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Investments, Asset Managment, ETFs
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (MBA)
Gonzaga University 1992 — 1996
BA, Economics
Golden High School 1988 — 1992
High school diploma
Russell Investments June 2010 - Present
Russell Investment Group August 2003 - June 2010
Merrill Lynch December 2000 - August 2003
Airborne Express 1998 - 2000
Stevedoring Services of America 1997 - 1998
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Skills
Series 7, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Investments, Asset Managment, ETFs
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (MBA)
Gonzaga University 1992 — 1996
BA, Economics
Golden High School 1988 — 1992
High school diploma
Priyanka Gangidi's Merrill Lynch Experience November 2008 - December 2008
Job Sr. UI Engineer
Industry Information Technology and Services
Experience
SnapAV July 2013 - Present
The Weather Channel July 2012 - July 2013
Kforce Technical Staffing April 2011 - June 2013
USAA July 2009 - July 2012
Globus Medical December 2008 - June 2009
merrill lynch November 2008 - December 2008
Skills
Agile Methodologies, SQL, AJAX, CSS, Unix, Web Development, jQuery, JavaScript, XML, Linux, Java, Microsoft SQL Server, Databases, MySQL, XHTML, Digital Video, User Experience, Front-end, HTML 5, Software Development, YUI, HTML5
Education
Governors State University 2006 — 2008
masters, Computer Science
SnapAV July 2013 - Present
The Weather Channel July 2012 - July 2013
Kforce Technical Staffing April 2011 - June 2013
USAA July 2009 - July 2012
Globus Medical December 2008 - June 2009
merrill lynch November 2008 - December 2008
Skills
Agile Methodologies, SQL, AJAX, CSS, Unix, Web Development, jQuery, JavaScript, XML, Linux, Java, Microsoft SQL Server, Databases, MySQL, XHTML, Digital Video, User Experience, Front-end, HTML 5, Software Development, YUI, HTML5
Education
Governors State University 2006 — 2008
masters, Computer Science
Bryan Santamore's Merrill Lynch Experience August 2013 - January 2015
Job Technical Operations Engineer
Industry Information Technology and Services
Experience
GreenPages Technology Solutions February 2015 - Present
Merrill Lynch August 2013 - January 2015
Tallgrass Technologies November 2012 - April 2013
General Dynamics Information Technology September 2011 - November 2012
General Dynamics Information Technology August 2010 - September 2011
United States Marine Corps April 2004 - May 2010
United States Marine Corps November 2000 - April 2004
Skills
Team Building, Resource Management, Change Management, ITIL v3 Foundations..., Information Assurance, Security Clearance, Security+, Incident Management, BMC Remedy, Troubleshooting, Security, Network Security, ITIL, DoD, Active Directory, Configuration Management, System Administration, IT Service Management, Military, Cisco Technologies, Windows Server, Solaris, VMware, Integration, Network Administration, Enterprise Architecture, Software Documentation, Servers, Management, Visio, Microsoft Exchange, Process Improvement, Disaster Recovery, Windows, Information Technology, Data Center
Education
Grantham University 2014 — 2015
Associate's degree
GreenPages Technology Solutions February 2015 - Present
Merrill Lynch August 2013 - January 2015
Tallgrass Technologies November 2012 - April 2013
General Dynamics Information Technology September 2011 - November 2012
General Dynamics Information Technology August 2010 - September 2011
United States Marine Corps April 2004 - May 2010
United States Marine Corps November 2000 - April 2004
Skills
Team Building, Resource Management, Change Management, ITIL v3 Foundations..., Information Assurance, Security Clearance, Security+, Incident Management, BMC Remedy, Troubleshooting, Security, Network Security, ITIL, DoD, Active Directory, Configuration Management, System Administration, IT Service Management, Military, Cisco Technologies, Windows Server, Solaris, VMware, Integration, Network Administration, Enterprise Architecture, Software Documentation, Servers, Management, Visio, Microsoft Exchange, Process Improvement, Disaster Recovery, Windows, Information Technology, Data Center
Education
Grantham University 2014 — 2015
Associate's degree
Preeti Gosavi's Merrill Lynch Experience October 2003 - October 2006
Job Software Consultant at Volt Technical Resources
Industry Information Technology and Services
Experience
Volt Technical Resources October 2012 - Present
Advantage IQ (Now Ecova) October 2006 - April 2011
Volt Technical Resources October 2006 - October 2008
Merrill Lynch October 2003 - October 2006
Hexaware Technologies January 2001 - October 2006
Skills
Business Analysis, SDLC, Visual Basic, SQL, Microsoft SQL Server, Visio, Requirements Analysis, Agile Methodologies, ETL, Data Modeling, Business Intelligence, Data Analysis, Eagle PACE, Data Warehousing, Oracle, Solution Architecture, Software Project..., Databases
Education
Gonzaga University 2010 — 2012
Master of Business Administration (MBA)
Aptech Education 1998 — 2001
Advanced Software Engineering
University of Mumbai
Bachelor of Science (BSc), Science
Volt Technical Resources October 2012 - Present
Advantage IQ (Now Ecova) October 2006 - April 2011
Volt Technical Resources October 2006 - October 2008
Merrill Lynch October 2003 - October 2006
Hexaware Technologies January 2001 - October 2006
Skills
Business Analysis, SDLC, Visual Basic, SQL, Microsoft SQL Server, Visio, Requirements Analysis, Agile Methodologies, ETL, Data Modeling, Business Intelligence, Data Analysis, Eagle PACE, Data Warehousing, Oracle, Solution Architecture, Software Project..., Databases
Education
Gonzaga University 2010 — 2012
Master of Business Administration (MBA)
Aptech Education 1998 — 2001
Advanced Software Engineering
University of Mumbai
Bachelor of Science (BSc), Science
Angela Armanino's Merrill Lynch Experience 1986 - 1989
Job Sales Rep. at Italfoods, Inc
Industry Food & Beverages
Experience
Italfoods, Inc January 2000 - Present
Il Fornaio 1989 - 1992
Merrill Lynch 1986 - 1989
Education
Gonzaga University 1980 — 1984
English, Italian Studies, Minor in Business
Gonzaga University
Bachelor of Arts (BA), English, Italian Studies
USF
Italfoods, Inc January 2000 - Present
Il Fornaio 1989 - 1992
Merrill Lynch 1986 - 1989
Education
Gonzaga University 1980 — 1984
English, Italian Studies, Minor in Business
Gonzaga University
Bachelor of Arts (BA), English, Italian Studies
USF
James Rago, PMP's Merrill Lynch Experience January 1980 - December 1989
Job Information Security Data Analyst at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Information Technology and Services
Experience
Collabera June 2015 - Present
Collabera August 2014 - April 2015
Experis IT January 2013 - December 2013
Matrix Resources November 2011 - June 2012
Deutsche Bank March 2002 - November 2009
Scudder Investments (Purchased by Deutsche Bank 2002) May 1997 - March 2002
Kemper Financial (Merged with Scudder Investments 1997) December 1989 - May 1997
Merrill Lynch January 1980 - December 1989
Skills
PMP, MS Project, Microsoft Office 2007, ITIL, Provisioning, Database Administration, Project Coordination, Crystal Reports, Top Secret, Access Control, Active Directory, LDAP, SQL, Access, Lotus Notes, Microsoft Office, Excel, Word, Windows, PowerPoint, XP, Customer Relations, Administration, Databases, IT Service Management, PMI, SDLC, Business Intelligence, Unix, Software Documentation, Security, Troubleshooting, Testing, Project Management, Networking, SharePoint, Process Improvement, Training
Education
Governors State University 1990 — 1994
MBA, Business
Northern Illinois University 1976 — 1979
BS, Finance
South Suburban College 1974 — 1976
Associate of Art, Business Administration
Collabera June 2015 - Present
Collabera August 2014 - April 2015
Experis IT January 2013 - December 2013
Matrix Resources November 2011 - June 2012
Deutsche Bank March 2002 - November 2009
Scudder Investments (Purchased by Deutsche Bank 2002) May 1997 - March 2002
Kemper Financial (Merged with Scudder Investments 1997) December 1989 - May 1997
Merrill Lynch January 1980 - December 1989
Skills
PMP, MS Project, Microsoft Office 2007, ITIL, Provisioning, Database Administration, Project Coordination, Crystal Reports, Top Secret, Access Control, Active Directory, LDAP, SQL, Access, Lotus Notes, Microsoft Office, Excel, Word, Windows, PowerPoint, XP, Customer Relations, Administration, Databases, IT Service Management, PMI, SDLC, Business Intelligence, Unix, Software Documentation, Security, Troubleshooting, Testing, Project Management, Networking, SharePoint, Process Improvement, Training
Education
Governors State University 1990 — 1994
MBA, Business
Northern Illinois University 1976 — 1979
BS, Finance
South Suburban College 1974 — 1976
Associate of Art, Business Administration
Kurt Hazlewood's Merrill Lynch Experience July 1996 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1996 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Equities, Fixed Income, Investments, Asset Allocation, Portfolio Management, Securities, Retirement Planning, Asset Management, Investment Advisory, Alternative Investments, Strategic Financial..., Investment Strategies, Investment Management, Wealth Management...
Education
Grand Valley State University 2000 — 2002
Master of Business Administration (MBA), Finance, General
Grand Valley State University 1993 — 1996
BBA, Business
Greenville high school 1987 — 1991
Merrill Lynch July 1996 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Equities, Fixed Income, Investments, Asset Allocation, Portfolio Management, Securities, Retirement Planning, Asset Management, Investment Advisory, Alternative Investments, Strategic Financial..., Investment Strategies, Investment Management, Wealth Management...
Education
Grand Valley State University 2000 — 2002
Master of Business Administration (MBA), Finance, General
Grand Valley State University 1993 — 1996
BBA, Business
Greenville high school 1987 — 1991
Scott Frank, CAIA, CPWA®'s Merrill Lynch Experience June 2004 - May 2006
Job COO
Industry Investment Management
Experience
Valor Consult LLC April 2014 - Present
Bhargava Capital May 2006 - Present
Blue Spruce Global Advisors May 2006 - September 2015
Merrill Lynch June 2004 - May 2006
Skills
Alternative Investments, Private Equity, Hedge Funds, Equities, Bloomberg, Asset Management, Fund Of Funds, Investment Management, Fixed Income, Portfolio Management
Education
Grand Valley State University
Bachelor of Business Administration (BBA), Business Administration
The University of Chicago Booth School of Business
CPWA
Valor Consult LLC April 2014 - Present
Bhargava Capital May 2006 - Present
Blue Spruce Global Advisors May 2006 - September 2015
Merrill Lynch June 2004 - May 2006
Skills
Alternative Investments, Private Equity, Hedge Funds, Equities, Bloomberg, Asset Management, Fund Of Funds, Investment Management, Fixed Income, Portfolio Management
Education
Grand Valley State University
Bachelor of Business Administration (BBA), Business Administration
The University of Chicago Booth School of Business
CPWA
Jason Saldana's Merrill Lynch Experience June 2007 - February 2009
Job Budget Director
Industry Accounting
Experience
Muckleshoot Indian Tribe May 2010 - Present
Flagstar Bank May 2009 - April 2010
Merrill Lynch June 2007 - February 2009
WMC Mortgage Corp March 2005 - April 2007
KeyBank, Business Banking Group February 2004 - March 2005
MILA Inc. (Mortgage Investment Lending Associates) March 2002 - February 2004
Skills
Mortgage Lending, Credit, Mortgage Banking, Financial Analysis, Banking, Underwriting, Loans, Credit Analysis, Loan Origination
Education
Gonzaga University 1988 — 1993
Bachelor, Business Administration; Operation and Information Systems
A.C. Davis High School
Muckleshoot Indian Tribe May 2010 - Present
Flagstar Bank May 2009 - April 2010
Merrill Lynch June 2007 - February 2009
WMC Mortgage Corp March 2005 - April 2007
KeyBank, Business Banking Group February 2004 - March 2005
MILA Inc. (Mortgage Investment Lending Associates) March 2002 - February 2004
Skills
Mortgage Lending, Credit, Mortgage Banking, Financial Analysis, Banking, Underwriting, Loans, Credit Analysis, Loan Origination
Education
Gonzaga University 1988 — 1993
Bachelor, Business Administration; Operation and Information Systems
A.C. Davis High School
Justin P. Crane, C.P.A., M.B.A.'s Merrill Lynch Experience January 2003 - April 2003
Job at General Motors
Industry Accounting
Experience
General Motors March 2010 - Present
Walsh College January 2010 - Present
Ernst & Young January 2004 - February 2010
Merrill Lynch January 2003 - April 2003
Skills
Consolidation, US GAAP, Cash Flow, IFRS, Teaching, SEC reporting, Hyperion, SOX, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Accounting, Financial Statements, Auditing, Accounting, Finance, Management
Education
Grand Valley State University 2003 — 2003
MBA, Concentration in Accounting
Grand Valley State University 2001 — 2003
BBA, Accounting, Finance
General Motors March 2010 - Present
Walsh College January 2010 - Present
Ernst & Young January 2004 - February 2010
Merrill Lynch January 2003 - April 2003
Skills
Consolidation, US GAAP, Cash Flow, IFRS, Teaching, SEC reporting, Hyperion, SOX, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Accounting, Financial Statements, Auditing, Accounting, Finance, Management
Education
Grand Valley State University 2003 — 2003
MBA, Concentration in Accounting
Grand Valley State University 2001 — 2003
BBA, Accounting, Finance
Eric Eskew's Merrill Lynch Experience December 2013 - Present
Job Managed Accounts Representative, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
National Sportswear & Emblem Ltd. April 2010 - September 2013
California Restaurant Group November 2008 - April 2010
Skills
Photoshop, Event Planning, Inventory Management, Microsoft Word, Microsoft Excel, Customer Service, Windows, Microsoft Office, Restaurants, CRM
Education
Governors State University 2005 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Joliet Junior College 2000 — 2003
Associate's degree, Culinary Arts
Merrill Lynch December 2013 - Present
National Sportswear & Emblem Ltd. April 2010 - September 2013
California Restaurant Group November 2008 - April 2010
Skills
Photoshop, Event Planning, Inventory Management, Microsoft Word, Microsoft Excel, Customer Service, Windows, Microsoft Office, Restaurants, CRM
Education
Governors State University 2005 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Joliet Junior College 2000 — 2003
Associate's degree, Culinary Arts
Travis Lethco's Merrill Lynch Experience January 2012 - May 2012
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2012 - Present
Merrill Lynch January 2012 - May 2012
Forsyth Country Club April 2007 - December 2011
Skills
Risk Management, Wealth Accumulation..., Wealth Preservation..., Fixed Income Portfolio..., Series 7, Series 63, Series 65, Portfolio Management, 401k Rollovers, Separately Managed..., Investment Strategies, 529 Plans, Wealth Management, Retirement Planning, High Net Worth..., Life Insurance, 401k, Asset Allocation
Education
Greensboro College
Business Administration and Economics
BB&T Scott & Stringfellow May 2012 - Present
Merrill Lynch January 2012 - May 2012
Forsyth Country Club April 2007 - December 2011
Skills
Risk Management, Wealth Accumulation..., Wealth Preservation..., Fixed Income Portfolio..., Series 7, Series 63, Series 65, Portfolio Management, 401k Rollovers, Separately Managed..., Investment Strategies, 529 Plans, Wealth Management, Retirement Planning, High Net Worth..., Life Insurance, 401k, Asset Allocation
Education
Greensboro College
Business Administration and Economics
Arjan Kraan's Merrill Lynch Experience January 1997 - December 2000
Job Financial Services Professional
Industry Financial Services
Experience
BMO Capital Markets February 2011 - June 2012
Leerink Swann January 2006 - December 2008
Lehman Brothers January 2001 - January 2006
Merrill Lynch January 1997 - December 2000
Prudential Financial January 1997 - October 1997
Columbia Management (ex Fleet Investment Advisors) January 1996 - January 1997
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Skills
Capital Markets, Real Estate Private..., Strategic Consulting, Negotiation, Real Estate Acquisitions, Hedge Funds, Long-term Customer..., Communication, Collaborative Problem..., Alpha Generation, Key Account Management, Innovativeness, Trading, Buy-side, Securities Market, Securities License, Series 7, Series 63, Stock Market, Leadership, Strategic Thinking, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Trading Systems, Electronic Trading, Fixed Income, US Equities, Strategic Partnerships, Bloomberg, Management, Multilingual, Proprietary Trading, Stock Picking, Equity Research, Stock Trading, Securities Regulation, Securities Offerings, Creative Solutions, Top Producer, Market Analysis, Sales, Financial Analysis, Fidessa, Eze Castle, FINRA
Education
Gordon College 1987 — 1989
Bachelor's degree
Haarlemmermeer Lyceum 1978 — 1984
Atheneum
BMO Capital Markets February 2011 - June 2012
Leerink Swann January 2006 - December 2008
Lehman Brothers January 2001 - January 2006
Merrill Lynch January 1997 - December 2000
Prudential Financial January 1997 - October 1997
Columbia Management (ex Fleet Investment Advisors) January 1996 - January 1997
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Skills
Capital Markets, Real Estate Private..., Strategic Consulting, Negotiation, Real Estate Acquisitions, Hedge Funds, Long-term Customer..., Communication, Collaborative Problem..., Alpha Generation, Key Account Management, Innovativeness, Trading, Buy-side, Securities Market, Securities License, Series 7, Series 63, Stock Market, Leadership, Strategic Thinking, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Trading Systems, Electronic Trading, Fixed Income, US Equities, Strategic Partnerships, Bloomberg, Management, Multilingual, Proprietary Trading, Stock Picking, Equity Research, Stock Trading, Securities Regulation, Securities Offerings, Creative Solutions, Top Producer, Market Analysis, Sales, Financial Analysis, Fidessa, Eze Castle, FINRA
Education
Gordon College 1987 — 1989
Bachelor's degree
Haarlemmermeer Lyceum 1978 — 1984
Atheneum
Daniel Hocking's Merrill Lynch Experience March 1994 - February 2004
Job Vice President at Bodell Overcash Anderson
Industry Financial Services
Experience
Bodell Overcash Anderson October 2004 - Present
Merrill Lynch March 1994 - February 2004
Education
Grace College and Seminary 1976 — 1982
Bachelor's degree, Communication, General
Bodell Overcash Anderson October 2004 - Present
Merrill Lynch March 1994 - February 2004
Education
Grace College and Seminary 1976 — 1982
Bachelor's degree, Communication, General
Reid Plumlee's Merrill Lynch Experience May 2011 - August 2011
Job Chief Technology Officer at Financial Friend, Inc.
Industry Information Services
Experience
Financial Friend, Inc. September 2014 - Present
Real Food Real Life February 2014 - Present
WutzNxt February 2014 - Present
Fluence, P.C. 2012 - Present
Merrill Lynch May 2011 - August 2011
Skills
General Ledger, Tax Preparation, Accounting, Income Tax, Tax, QuickBooks, Financial Analysis, Social Networking, Finance
Education
Gonzaga University - School of Business Administration 2007 — 2011
Accounting and Finance
Financial Friend, Inc. September 2014 - Present
Real Food Real Life February 2014 - Present
WutzNxt February 2014 - Present
Fluence, P.C. 2012 - Present
Merrill Lynch May 2011 - August 2011
Skills
General Ledger, Tax Preparation, Accounting, Income Tax, Tax, QuickBooks, Financial Analysis, Social Networking, Finance
Education
Gonzaga University - School of Business Administration 2007 — 2011
Accounting and Finance
Ernie Hinojosa's Merrill Lynch Experience July 2011 - December 2011
Job Account Executive at CIGNA
Industry Health, Wellness and Fitness
Experience
CIGNA July 2012 - Present
CIGNA July 2012 - Present
Waste Management March 2012 - July 2012
Merrill Lynch July 2011 - December 2011
Charles Schwab July 2007 - July 2011
Charles Schwab 2007 - 2011
USAA January 2005 - July 2007
USAA May 2004 - July 2007
American Express May 2002 - January 2005
Education
University of Phoenix 2007 — 2009
MBA, Bunsiness Management
Texas A&M University-Kingsville 1997 — 2002
Bachelors, Finance
Grand Canyon University
B.A, Accounting
Texas A&M Kingsville
B.A, Finance
University of Phoenix
MBA, Business
CIGNA July 2012 - Present
CIGNA July 2012 - Present
Waste Management March 2012 - July 2012
Merrill Lynch July 2011 - December 2011
Charles Schwab July 2007 - July 2011
Charles Schwab 2007 - 2011
USAA January 2005 - July 2007
USAA May 2004 - July 2007
American Express May 2002 - January 2005
Education
University of Phoenix 2007 — 2009
MBA, Bunsiness Management
Texas A&M University-Kingsville 1997 — 2002
Bachelors, Finance
Grand Canyon University
B.A, Accounting
Texas A&M Kingsville
B.A, Finance
University of Phoenix
MBA, Business
Alex Schelhaas's Merrill Lynch Experience 2009 - 2010
Job Finance and Operations
Industry Utilities
Experience
Red Creek September 2010 - Present
Peace Corps 2010 - 2012
Merrill Lynch 2009 - 2010
Skills
International..., International Relations, Community Development, Research, Non-profits, Microsoft Excel, Economics, Analysis, Project Planning, Trend Analysis, Capital Budgeting, Contract Management, Corporate Finance
Education
Grand Valley State University
BBA, Finance & Economics
Grand Valley State University
Finance & Economics
Red Creek September 2010 - Present
Peace Corps 2010 - 2012
Merrill Lynch 2009 - 2010
Skills
International..., International Relations, Community Development, Research, Non-profits, Microsoft Excel, Economics, Analysis, Project Planning, Trend Analysis, Capital Budgeting, Contract Management, Corporate Finance
Education
Grand Valley State University
BBA, Finance & Economics
Grand Valley State University
Finance & Economics
Rebecca Venishnick's Merrill Lynch Experience 1990 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1990 - 2013
Canadian Airlines January 1987 - January 1989
Skills
Provide support for..., Correspond with clients..., Execute transactions in..., Research, troubleshoot..., Provide marketing..., Identifying Sales..., Maintaining files,..., Appointment Scheduling, Cashiering..., Microsoft Word, Microsoft Excel
Education
Green River Community College 1980 — 1981
Queen Anne High School 1972 — 1975
High School Diploma
Merrill Lynch 1990 - 2013
Canadian Airlines January 1987 - January 1989
Skills
Provide support for..., Correspond with clients..., Execute transactions in..., Research, troubleshoot..., Provide marketing..., Identifying Sales..., Maintaining files,..., Appointment Scheduling, Cashiering..., Microsoft Word, Microsoft Excel
Education
Green River Community College 1980 — 1981
Queen Anne High School 1972 — 1975
High School Diploma
Kaitlyn Hudspeth's Merrill Lynch Experience May 2013 - August 2013
Job Corporate Credit Analyst Intern at Steelcase
Industry
Experience
Steelcase Inc. October 2014 - Present
BDO USA, LLP June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Hardwork, Determination, Positivity, Teamwork, Self-motivated..., Motivation, Diligent, Financial Analysis, Analytical Skills, Finance, Financial Statements, Team-oriented, Close Attention to..., Financial Statement..., Personal Finance, Investments, Training, Social Skills, Integrity, Goal Oriented, Time Management, Wealth Management, Social Media, Work Ethic, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Public Speaking
Education
Grand Valley State University 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Steelcase Inc. October 2014 - Present
BDO USA, LLP June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Hardwork, Determination, Positivity, Teamwork, Self-motivated..., Motivation, Diligent, Financial Analysis, Analytical Skills, Finance, Financial Statements, Team-oriented, Close Attention to..., Financial Statement..., Personal Finance, Investments, Training, Social Skills, Integrity, Goal Oriented, Time Management, Wealth Management, Social Media, Work Ethic, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Public Speaking
Education
Grand Valley State University 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank