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
Michael Coursey Michael Coursey's Merrill Lynch Experience October 2005 - September 2012
Job Senior Financial Advisor at Capstone Wealth Advisors
Industry Financial Services
Experience
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch October 2005 - September 2012
AG Edwards & Sons May 1999 - October 2005
Skills
Retirement Planning, Business Retirement..., Estate Planning, College Savings Plans, Life Insurance
Education
Azusa Pacific University 1987 — 1991
Bachelor of Science (B.S.), Marketing and Business Administration
Redmond High School 1983 — 1987
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch October 2005 - September 2012
AG Edwards & Sons May 1999 - October 2005
Skills
Retirement Planning, Business Retirement..., Estate Planning, College Savings Plans, Life Insurance
Education
Azusa Pacific University 1987 — 1991
Bachelor of Science (B.S.), Marketing and Business Administration
Redmond High School 1983 — 1987
Cristina Ochoa's Merrill Lynch Experience April 2014 - Present
Job Broker Dealer Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2014 - Present
Bank of America September 2005 - April 2014
Skills
Banking, Risk Management, Microsoft Office, Loans, Finance, Leadership, Credit
Education
Austin Community College 2007 — 2013
Business Administration, Marketing, Accounting
Merrill Lynch April 2014 - Present
Bank of America September 2005 - April 2014
Skills
Banking, Risk Management, Microsoft Office, Loans, Finance, Leadership, Credit
Education
Austin Community College 2007 — 2013
Business Administration, Marketing, Accounting
Randy Ferree Randy Ferree's Merrill Lynch Experience May 2008 - August 2008
Job AirWatch Territory Account Manager
Industry Wireless
Experience
AirWatch June 2013 - Present
Siteminis February 2012 - June 2013
Orthopedic Solutions, Inc. August 2011 - January 2012
ARC Innovations, LLC August 2010 - August 2011
Merrill Lynch May 2008 - August 2008
Skills
Investments, Marketing, Investment Management, Strategic Planning, New Business Development, Marketing Strategy, Selling, Customer Service, Business Development, Sales Management, Sales, Mobile Devices, Online Marketing, Business Strategy, Social Media Marketing, SaaS, Mobile Marketing, Salesforce.com, Wireless, Strategic Partnerships, Relationship Building, Channel Partner..., Cold Calling, Technical Demonstrations, Hunting, Consultative Approach
Education
Auburn University, College of Business 2006 — 2010
BBA, Marketing
Hilton Head Preparatory School 1994 — 2006
AirWatch June 2013 - Present
Siteminis February 2012 - June 2013
Orthopedic Solutions, Inc. August 2011 - January 2012
ARC Innovations, LLC August 2010 - August 2011
Merrill Lynch May 2008 - August 2008
Skills
Investments, Marketing, Investment Management, Strategic Planning, New Business Development, Marketing Strategy, Selling, Customer Service, Business Development, Sales Management, Sales, Mobile Devices, Online Marketing, Business Strategy, Social Media Marketing, SaaS, Mobile Marketing, Salesforce.com, Wireless, Strategic Partnerships, Relationship Building, Channel Partner..., Cold Calling, Technical Demonstrations, Hunting, Consultative Approach
Education
Auburn University, College of Business 2006 — 2010
BBA, Marketing
Hilton Head Preparatory School 1994 — 2006
Megan Renze Megan Renze's Merrill Lynch Experience 1999 - 2001
Job Corporate Counsel Latam at Grunenthal Latin America, Inc.
Industry Legal Services
Experience
Grunenthal Latin America, Inc. April 2014 - Present
Baker & McKenzie LLP January 2007 - March 2014
Banco Santander International September 2004 - October 2006
Merrill Lynch 1999 - 2001
Skills
Corporate Law, Securities Regulation, Cross-border..., Corporate Governance, Legal Advice, International Law, Legal Assistance, Legal Research, Securities, Mergers & Acquisitions, Arbitration, Commercial Litigation, Litigation, Legal Writing
Education
University of Miami School of Law 2001 — 2004
Juris Doctor, Law
Augsburg College 1995 — 1999
B.A., Int'l Relations & Spanish
Waseca High School 1991 — 1995
Grunenthal Latin America, Inc. April 2014 - Present
Baker & McKenzie LLP January 2007 - March 2014
Banco Santander International September 2004 - October 2006
Merrill Lynch 1999 - 2001
Skills
Corporate Law, Securities Regulation, Cross-border..., Corporate Governance, Legal Advice, International Law, Legal Assistance, Legal Research, Securities, Mergers & Acquisitions, Arbitration, Commercial Litigation, Litigation, Legal Writing
Education
University of Miami School of Law 2001 — 2004
Juris Doctor, Law
Augsburg College 1995 — 1999
B.A., Int'l Relations & Spanish
Waseca High School 1991 — 1995
Jack Lowrey Jack Lowrey's Merrill Lynch Experience December 1981 - August 1989
Job Senior Vice President at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. October 2009 - Present
Gulf Coast Community Bank October 2009 - Present
Raymond James Financial Inc. October 2009 - October 2013
RBC Wealth Management June 2002 - October 2009
Bank of America Securities / Barnett Bank Trust and Securities January 1989 - January 2007
UBS Wealth Management. Aka Paine Webber , JC Bradford January 1999 - June 2002
SouthTrust Bank Securities January 1996 - January 1999
Merrill Lynch December 1981 - August 1989
Skills
Investments, Wealth Management, Series 7, Securities, Investment Advisory, Fixed Annuities, Retirement, Asset Allocation, Mutual Funds, Equities, Series 63, Retirement Planning, Portfolio Management, Banking, Strategic Financial..., Loans, Asset Management, IRAs, Credit, Estate Planning, Mortgage Lending, Financial Advisory, Financial Analysis, 401k, Commercial Lending, Risk Management, Bonds, Insurance, Small Business, Life Insurance, Small Business Lending, Financial Services, Alternative Investments, Valuation, Loan Origination, Due Diligence, Wealth Management..., Consumer Lending, Separately Managed..., Brokerage, Private Equity, Finance, FINRA, Trading, Series 65, Management, Customer Service
Education
Auburn University, College of Business 1979 — 1981
Bachelor's Degree, Finance, General
University of Alabama, Mcgill-Toolen HS 1972 — 1979
Accounting and Finance, 3.25
NBC Securities, Inc. October 2009 - Present
Gulf Coast Community Bank October 2009 - Present
Raymond James Financial Inc. October 2009 - October 2013
RBC Wealth Management June 2002 - October 2009
Bank of America Securities / Barnett Bank Trust and Securities January 1989 - January 2007
UBS Wealth Management. Aka Paine Webber , JC Bradford January 1999 - June 2002
SouthTrust Bank Securities January 1996 - January 1999
Merrill Lynch December 1981 - August 1989
Skills
Investments, Wealth Management, Series 7, Securities, Investment Advisory, Fixed Annuities, Retirement, Asset Allocation, Mutual Funds, Equities, Series 63, Retirement Planning, Portfolio Management, Banking, Strategic Financial..., Loans, Asset Management, IRAs, Credit, Estate Planning, Mortgage Lending, Financial Advisory, Financial Analysis, 401k, Commercial Lending, Risk Management, Bonds, Insurance, Small Business, Life Insurance, Small Business Lending, Financial Services, Alternative Investments, Valuation, Loan Origination, Due Diligence, Wealth Management..., Consumer Lending, Separately Managed..., Brokerage, Private Equity, Finance, FINRA, Trading, Series 65, Management, Customer Service
Education
Auburn University, College of Business 1979 — 1981
Bachelor's Degree, Finance, General
University of Alabama, Mcgill-Toolen HS 1972 — 1979
Accounting and Finance, 3.25
Shivaprakash Nanjangudu Shivaprakash Nanjangudu's Merrill Lynch Experience February 2001 - June 2001
Job Vice President
Industry Banking
Experience
J.P. Morgan November 2007 - Present
J.P.Morgan January 2004 - October 2007
PROS July 2001 - January 2004
Merrill Lynch February 2001 - June 2001
Perot Systems/TRC August 1998 - March 2001
Siemens Information Systems Ltd March 1994 - April 1997
Skills
Risk Management, Market Data, Project Management, Revenue Forecasting, J2EE Application..., SDLC, Agile Methodologies, Revenue Analysis, Integration, Oracle SQL, Quantitative Models, Regulatory Capital And..., Derivatives and..., Financial Modeling, Requirements Analysis
Education
Texas A&M University - Mays Business School 2012 — 2014
Master of Business Administration (MBA)
Indian Institute of Science 1992 — 1994
Master of Technology (MTech), Electrical and Electronics Engineering
BMS College of Engineering, Bangalore
Bachelor's degree B.E., Electrical and Electronics Engineering
J.P. Morgan November 2007 - Present
J.P.Morgan January 2004 - October 2007
PROS July 2001 - January 2004
Merrill Lynch February 2001 - June 2001
Perot Systems/TRC August 1998 - March 2001
Siemens Information Systems Ltd March 1994 - April 1997
Skills
Risk Management, Market Data, Project Management, Revenue Forecasting, J2EE Application..., SDLC, Agile Methodologies, Revenue Analysis, Integration, Oracle SQL, Quantitative Models, Regulatory Capital And..., Derivatives and..., Financial Modeling, Requirements Analysis
Education
Texas A&M University - Mays Business School 2012 — 2014
Master of Business Administration (MBA)
Indian Institute of Science 1992 — 1994
Master of Technology (MTech), Electrical and Electronics Engineering
BMS College of Engineering, Bangalore
Bachelor's degree B.E., Electrical and Electronics Engineering
Nora Andersen Sillerud Nora Andersen Sillerud's Merrill Lynch Experience November 2007 - Present
Job VP, Financial Advisor at Merrill Lynch and Adjunct Business Faculty, MSU
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Metropolitan State University January 2008 - Present
Thrivent Financial for Lutherans April 2005 - November 2007
Thrivent Financial for Lutherans August 2002 - 2005
Independent Contractor 2000 - 2002
Honeywell, Inc. 1983 - 2000
Skills
Strategic Planning, Auditing, Risk Management, Analysis, Accounting, Financial Reporting, Financial Modeling, Forecasting, Project Planning, Financial Analysis, Mergers, Finance, Business Development, Managerial Finance, Acquisition Integration
Education
University of St. Thomas - Opus College of Business 1985 — 1987
MBA, Business Administration
Augsburg College 1980 — 1983
BA, Business Administration Accounting
Merrill Lynch November 2007 - Present
Metropolitan State University January 2008 - Present
Thrivent Financial for Lutherans April 2005 - November 2007
Thrivent Financial for Lutherans August 2002 - 2005
Independent Contractor 2000 - 2002
Honeywell, Inc. 1983 - 2000
Skills
Strategic Planning, Auditing, Risk Management, Analysis, Accounting, Financial Reporting, Financial Modeling, Forecasting, Project Planning, Financial Analysis, Mergers, Finance, Business Development, Managerial Finance, Acquisition Integration
Education
University of St. Thomas - Opus College of Business 1985 — 1987
MBA, Business Administration
Augsburg College 1980 — 1983
BA, Business Administration Accounting
Calvin Murray Calvin Murray's Merrill Lynch Experience April 2014 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2014 - Present
SecurAmerica February 2007 - April 2014
Skills
Leadership, Account Management, Change Management, Customer Service, CRM, Customer Retention, Customer Satisfaction, Risk Assessment, Sales, Team Leadership, Strategic Planning, Process Improvement, Leadership Development, Contract Management, Contract Negotiation, Microsoft Office, Public Speaking, Crisis Management, Executive Management, New Business Development, Manage Client..., Client Liaison, Customer Support, Business Strategy, Transition Management, Relationship Management, Budget Forecasts, Presentations
Education
Augusta State University - College of Business Administration 2001 — 2004
Bachelor's Degree, Management
Georgia Military College-Augusta Campus 1999 — 2001
Merrill Lynch April 2014 - Present
SecurAmerica February 2007 - April 2014
Skills
Leadership, Account Management, Change Management, Customer Service, CRM, Customer Retention, Customer Satisfaction, Risk Assessment, Sales, Team Leadership, Strategic Planning, Process Improvement, Leadership Development, Contract Management, Contract Negotiation, Microsoft Office, Public Speaking, Crisis Management, Executive Management, New Business Development, Manage Client..., Client Liaison, Customer Support, Business Strategy, Transition Management, Relationship Management, Budget Forecasts, Presentations
Education
Augusta State University - College of Business Administration 2001 — 2004
Bachelor's Degree, Management
Georgia Military College-Augusta Campus 1999 — 2001
Jason Engstrom Jason Engstrom's Merrill Lynch Experience February 2012 - March 2012
Job Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Northwestern Mutual January 2013 - April 2014
Best Western Plus Ramkota Hotel May 2012 - August 2012
HyVee January 2012 - August 2012
Recreational Services September 2008 - May 2012
Merrill Lynch February 2012 - March 2012
Education
Augustana College (SD) 2008 — 2012
BS, Business Administration, Management Emphasis
Edward Jones April 2014 - Present
Northwestern Mutual January 2013 - April 2014
Best Western Plus Ramkota Hotel May 2012 - August 2012
HyVee January 2012 - August 2012
Recreational Services September 2008 - May 2012
Merrill Lynch February 2012 - March 2012
Education
Augustana College (SD) 2008 — 2012
BS, Business Administration, Management Emphasis
Erin Lee Erin Lee's Merrill Lynch Experience June 2011 - September 2011
Job Associate Account Manager at Adobe
Industry Marketing and Advertising
Experience
Adobe August 2015 - Present
QuinStreet September 2014 - August 2015
QuinStreet June 2014 - September 2014
Stanford University May 2014 - September 2014
Azusa Pacific University April 2012 - May 2014
Nordstrom June 2013 - August 2013
Merrill Lynch June 2011 - September 2011
Skills
Blogging, Magazines, Public Relations, Nonprofits, Photoshop, Social Media Marketing, Newspapers, Microsoft Excel, Event Planning, InDesign, Editing, Social Media, Facebook, Creative Writing, Journalism, Adobe Creative Suite
Education
Azusa Pacific University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Azusa Pacific University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Adobe August 2015 - Present
QuinStreet September 2014 - August 2015
QuinStreet June 2014 - September 2014
Stanford University May 2014 - September 2014
Azusa Pacific University April 2012 - May 2014
Nordstrom June 2013 - August 2013
Merrill Lynch June 2011 - September 2011
Skills
Blogging, Magazines, Public Relations, Nonprofits, Photoshop, Social Media Marketing, Newspapers, Microsoft Excel, Event Planning, InDesign, Editing, Social Media, Facebook, Creative Writing, Journalism, Adobe Creative Suite
Education
Azusa Pacific University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Azusa Pacific University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Bartosz Bak, CFP® Bartosz Bak, CFP®'s Merrill Lynch Experience June 2007 - January 2014
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2014 - Present
Merrill Lynch June 2007 - January 2014
Education
Aurora University 2000 — 2004
Finance and Political Science
Morgan Stanley January 2014 - Present
Merrill Lynch June 2007 - January 2014
Education
Aurora University 2000 — 2004
Finance and Political Science
Jeff Partridge Jeff Partridge's Merrill Lynch Experience 2004 - 2005
Job Financial Advisor at Partridge Financial
Industry Financial Services
Experience
Partridge Financial November 2007 - Present
South Dakota Legislature November 2014 - Present
Ketel Thorstenson, LLP 2005 - 2007
Merrill Lynch 2004 - 2005
City of Rapid City 2004 - 2005
Scantron Service Group 1992 - 2004
Citibank 1991 - 1991
Skills
Life & Health Insurance..., Estate Planning, Retirement Planning, Insurance, Financial Planners, financial planning, Personal Financial..., Strategic Financial..., Investment Advisory, Series 7, Strategy, Finance, Life Insurance, Securities, Long-term Care, Small Business, Investments, Leadership, Banking, Retirement, Tax, Marketing, Management, Business Strategy, Succession Planning
Education
Augustana University (SD) 1988 — 1992
B.A., Business Adminstration and Spanish
Partridge Financial November 2007 - Present
South Dakota Legislature November 2014 - Present
Ketel Thorstenson, LLP 2005 - 2007
Merrill Lynch 2004 - 2005
City of Rapid City 2004 - 2005
Scantron Service Group 1992 - 2004
Citibank 1991 - 1991
Skills
Life & Health Insurance..., Estate Planning, Retirement Planning, Insurance, Financial Planners, financial planning, Personal Financial..., Strategic Financial..., Investment Advisory, Series 7, Strategy, Finance, Life Insurance, Securities, Long-term Care, Small Business, Investments, Leadership, Banking, Retirement, Tax, Marketing, Management, Business Strategy, Succession Planning
Education
Augustana University (SD) 1988 — 1992
B.A., Business Adminstration and Spanish
Ben Brucciani, CFP®, CRPC®'s Merrill Lynch Experience 1994 - Present
Job FVP Investments / Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch 1994 - Present
Skills
Wealth Management, Investment Strategies, Asset Allocation, Strategic Financial..., Asset Managment, Estate Planning, Risk Assessment, Organizational..., Retirement Planning, Financial Services, Wealth, Asset Management, Series 63, Series 65, Investments, Equities, Hedge Funds, Investment Advisory, Portfolio Management, Liability Analysis
Education
Augsburg College 1990 — 1994
Bachelor of Arts (B.A.), Business Finance
Merrill Lynch 1994 - Present
Skills
Wealth Management, Investment Strategies, Asset Allocation, Strategic Financial..., Asset Managment, Estate Planning, Risk Assessment, Organizational..., Retirement Planning, Financial Services, Wealth, Asset Management, Series 63, Series 65, Investments, Equities, Hedge Funds, Investment Advisory, Portfolio Management, Liability Analysis
Education
Augsburg College 1990 — 1994
Bachelor of Arts (B.A.), Business Finance
Jack Susin Jack Susin's Merrill Lynch Experience March 2005 - September 2009
Job President, Founder, Wealth Advisor at JMS Capital Management
Industry Financial Services
Experience
JMS Capital Management May 2012 - Present
Morgan Stanley Wealth Management October 2009 - May 2012
Merrill Lynch March 2005 - September 2009
Skills
English, Microsoft Excel, Windows, Outlook, Asset Allocation, PowerPoint, Photoshop, Investment Strategies, Investments, Portfolio Management, Asset Managment, Microsoft Word, Research, Customer Service, Wealth Management, Finance, Retirement Planning, Microsoft Office, Asset Management, Financial Services, Fixed Annuities
Education
Augustana College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics, Marketing
JMS Capital Management May 2012 - Present
Morgan Stanley Wealth Management October 2009 - May 2012
Merrill Lynch March 2005 - September 2009
Skills
English, Microsoft Excel, Windows, Outlook, Asset Allocation, PowerPoint, Photoshop, Investment Strategies, Investments, Portfolio Management, Asset Managment, Microsoft Word, Research, Customer Service, Wealth Management, Finance, Retirement Planning, Microsoft Office, Asset Management, Financial Services, Fixed Annuities
Education
Augustana College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics, Marketing
Joe McCullough Joe McCullough's Merrill Lynch Experience January 2014 - Present
Job Vice President Trust Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
RBC Wealth Management January 2013 - December 2013
RBC Wealth Management June 2011 - January 2013
American Red Cross March 2010 - May 2011
US Bank National Association May 2007 - March 2010
Fotsch & McCullough February 2004 - May 2007
Skills
Estate Planning, Tax, Trusts, Probate, Investments, Estate Tax Planning, Personal Trust..., Retirement Planning, Real Estate, High Net Worth..., Strategic Financial..., Wealth Management, Financial Advisory, Finance, Wealth Management..., Trust Services, Planned Giving, Financial Planners, Wealth, Succession Planning, Estate Law, Life Insurance, Mutual Funds, Asset Allocation, Securities, IRAs, Investment Advisory, Financial Planning
Education
Hamline University School of Law 2002 — 2005
JD, Law
Augsburg College 1999 — 2000
Business Marketing
Saint John's University
Merrill Lynch January 2014 - Present
RBC Wealth Management January 2013 - December 2013
RBC Wealth Management June 2011 - January 2013
American Red Cross March 2010 - May 2011
US Bank National Association May 2007 - March 2010
Fotsch & McCullough February 2004 - May 2007
Skills
Estate Planning, Tax, Trusts, Probate, Investments, Estate Tax Planning, Personal Trust..., Retirement Planning, Real Estate, High Net Worth..., Strategic Financial..., Wealth Management, Financial Advisory, Finance, Wealth Management..., Trust Services, Planned Giving, Financial Planners, Wealth, Succession Planning, Estate Law, Life Insurance, Mutual Funds, Asset Allocation, Securities, IRAs, Investment Advisory, Financial Planning
Education
Hamline University School of Law 2002 — 2005
JD, Law
Augsburg College 1999 — 2000
Business Marketing
Saint John's University
Sam W. Girgis Sam W. Girgis's Merrill Lynch Experience March 2009 - June 2009
Job Office Manager/Healthcare Administrator at Newport Psychiatry and Addiction Treatment Center
Industry Consumer Services
Experience
Newport Psychiatry and Addiction Treatment Center December 2014 - Present
Global Connection Network January 2013 - December 2014
Genpact Enterprises/Citibank September 2011 - December 2012
Seven Telecom March 2011 - September 2011
Wise Steward Corporation June 2009 - December 2010
Merrill Lynch March 2009 - June 2009
Pacific Western Bank January 2006 - June 2007
Farmers Insurance January 2005 - January 2006
Skills
International Business..., Personal Financial..., Marketing Specialist, Strategic Financial..., Leadership, Sales, Entrepreneurship, Finance, Small Business, Training, Portfolio Management, Analysis, Selling, Technical Recruiting, Human Resource..., Recruiting, Human Resources, Social Networking, Management, Time Management
Education
Azusa Pacific University 2015 — 2018
Master’s Degree, Master of Arts in Management
UC Irvine, Extension 2013 — 2015
Human Resources Certification, Human Resources Management and Services, A 3.97 GPA through seven courses.
Hope International University 2008 — 2010
Bachelor’s Degree, Business Management, 3.26 Cum GPA, 3.9 Institutional GPA
Newport Psychiatry and Addiction Treatment Center December 2014 - Present
Global Connection Network January 2013 - December 2014
Genpact Enterprises/Citibank September 2011 - December 2012
Seven Telecom March 2011 - September 2011
Wise Steward Corporation June 2009 - December 2010
Merrill Lynch March 2009 - June 2009
Pacific Western Bank January 2006 - June 2007
Farmers Insurance January 2005 - January 2006
Skills
International Business..., Personal Financial..., Marketing Specialist, Strategic Financial..., Leadership, Sales, Entrepreneurship, Finance, Small Business, Training, Portfolio Management, Analysis, Selling, Technical Recruiting, Human Resource..., Recruiting, Human Resources, Social Networking, Management, Time Management
Education
Azusa Pacific University 2015 — 2018
Master’s Degree, Master of Arts in Management
UC Irvine, Extension 2013 — 2015
Human Resources Certification, Human Resources Management and Services, A 3.97 GPA through seven courses.
Hope International University 2008 — 2010
Bachelor’s Degree, Business Management, 3.26 Cum GPA, 3.9 Institutional GPA
Liz Barnum Liz Barnum's Merrill Lynch Experience 2007 - 2009
Job Senior Product Manager at Instacart
Industry Information Technology and Services
Experience
Instacart 2014 - Present
Amazon 2013 - 2014
Amazon 2012 - 2013
W Venture Partners 2010 - 2012
Lot18 2011 - 2011
Investor Growth Capital 2011 - 2011
ENIAC Ventures 2010 - 2011
CLSA 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
Strategy, Product Management, Start-ups, Valuation, Entrepreneurship, Financial Modeling, Venture Capital, Competitive Analysis, Strategic Partnerships, Private Equity, E-commerce, Analytics, Mobile Devices
Education
Azusa Pacific University
Bachelor’s Degree, International Business
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Operations and Marketing
Instacart 2014 - Present
Amazon 2013 - 2014
Amazon 2012 - 2013
W Venture Partners 2010 - 2012
Lot18 2011 - 2011
Investor Growth Capital 2011 - 2011
ENIAC Ventures 2010 - 2011
CLSA 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
Strategy, Product Management, Start-ups, Valuation, Entrepreneurship, Financial Modeling, Venture Capital, Competitive Analysis, Strategic Partnerships, Private Equity, E-commerce, Analytics, Mobile Devices
Education
Azusa Pacific University
Bachelor’s Degree, International Business
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Operations and Marketing
Nicole Luster, MBA Nicole Luster, MBA's Merrill Lynch Experience 2006 - 2008
Job Program Control Analyst at Engility Corporation
Industry Information Technology and Services
Experience
Engility Corporation June 2015 - Present
CACI International Inc November 2014 - June 2015
CACI International Inc November 2011 - November 2014
Merrill Lynch 2006 - 2008
Dominion Enterprises January 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Finance, Customer Service, Customer Retention, Microsoft Office, Microsoft Excel, Sales, Marketing, Management, Budgets, Analysis, Market Research, Pricing, Leadership, Team Building, Proposal Writing, Program Management, Process Improvement
Education
Averett University 2010 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations
Norfolk State University 2001 — 2007
Bachelor of Science (BS), Finance, General
Engility Corporation June 2015 - Present
CACI International Inc November 2014 - June 2015
CACI International Inc November 2011 - November 2014
Merrill Lynch 2006 - 2008
Dominion Enterprises January 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Finance, Customer Service, Customer Retention, Microsoft Office, Microsoft Excel, Sales, Marketing, Management, Budgets, Analysis, Market Research, Pricing, Leadership, Team Building, Proposal Writing, Program Management, Process Improvement
Education
Averett University 2010 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations
Norfolk State University 2001 — 2007
Bachelor of Science (BS), Finance, General
Rod Gonzalez Rod Gonzalez's Merrill Lynch Experience May 2002 - September 2002
Job Associate, Markets Group Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York August 2015 - Present
Northern Trust Corporation July 2012 - August 2013
RBC December 2008 - November 2012
RBC December 2007 - December 2008
RBC January 2005 - December 2007
Merrill Lynch May 2002 - September 2002
Skills
Fixed Income, Preferred Stock, Portfolio Management, Bonds, Financial Risk, Trading, Financial Markets, Series 7, Due Diligence, Economics, Finance, Investments, Securities, Wealth Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2011 — 2015
Master of Business Administration (MBA), Economics and Strategic Management
Augsburg College 2001 — 2003
BA, Business Administration - Finance Concentration
Federal Reserve Bank of New York August 2015 - Present
Northern Trust Corporation July 2012 - August 2013
RBC December 2008 - November 2012
RBC December 2007 - December 2008
RBC January 2005 - December 2007
Merrill Lynch May 2002 - September 2002
Skills
Fixed Income, Preferred Stock, Portfolio Management, Bonds, Financial Risk, Trading, Financial Markets, Series 7, Due Diligence, Economics, Finance, Investments, Securities, Wealth Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2011 — 2015
Master of Business Administration (MBA), Economics and Strategic Management
Augsburg College 2001 — 2003
BA, Business Administration - Finance Concentration
Devon Gay's Merrill Lynch Experience May 2012 - August 2012
Job Front Desk Associate at Equinox
Industry Financial Services
Experience
UBS June 2013 - August 2014
Merrill Lynch May 2012 - August 2012
Luxury & Fashion Association March 2012 - April 2012
Lazerwear Apparel January 2012 - April 2012
Weezie D September 2009 - December 2011
Tunnel Hill Partners June 2010 - August 2010
Skills
Social Media, PowerPoint, Microsoft Excel, Facebook, Event Planning, Microsoft Word, Social Networking, Salesforce.com, Access, Bloomberg Terminal, Sales, Analysis, Finance, Portfolio Management, Microsoft Office, Leadership, Ski, Public Speaking, Make Things Happen
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance, General
Bronxville High School 2007 — 2011
UBS June 2013 - August 2014
Merrill Lynch May 2012 - August 2012
Luxury & Fashion Association March 2012 - April 2012
Lazerwear Apparel January 2012 - April 2012
Weezie D September 2009 - December 2011
Tunnel Hill Partners June 2010 - August 2010
Skills
Social Media, PowerPoint, Microsoft Excel, Facebook, Event Planning, Microsoft Word, Social Networking, Salesforce.com, Access, Bloomberg Terminal, Sales, Analysis, Finance, Portfolio Management, Microsoft Office, Leadership, Ski, Public Speaking, Make Things Happen
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance, General
Bronxville High School 2007 — 2011
Tim Mudrick, MBA's Merrill Lynch Experience September 2008 - December 2008
Job International Marketing Communications Project Manager
Industry Medical Devices
Experience
Masimo July 2014 - Present
Masimo November 2013 - July 2014
Masimo Corporation April 2012 - November 2013
Masimo Corporation August 2011 - March 2012
Vanguard University September 2009 - May 2011
Merrill Lynch September 2008 - December 2008
Brax Textile Corp July 2007 - July 2007
Orba Textile June 2004 - August 2004
Skills
Marketing, Marketing Strategy, Coaching, English, Medical Devices, PowerPoint, Marketing Communications, German, Microsoft Office, Advertising, Product Launch, Management, Sales, Public Speaking
Education
California Baptist University 2009 — 2011
MBA, Business Administration and Management, General
Auburn University at Montgomery 2005 — 2009
Bachelor in Business, Marketing
Helmholtz-Gymnasium Germany 1996 — 2005
Abitur, General Studies
Masimo July 2014 - Present
Masimo November 2013 - July 2014
Masimo Corporation April 2012 - November 2013
Masimo Corporation August 2011 - March 2012
Vanguard University September 2009 - May 2011
Merrill Lynch September 2008 - December 2008
Brax Textile Corp July 2007 - July 2007
Orba Textile June 2004 - August 2004
Skills
Marketing, Marketing Strategy, Coaching, English, Medical Devices, PowerPoint, Marketing Communications, German, Microsoft Office, Advertising, Product Launch, Management, Sales, Public Speaking
Education
California Baptist University 2009 — 2011
MBA, Business Administration and Management, General
Auburn University at Montgomery 2005 — 2009
Bachelor in Business, Marketing
Helmholtz-Gymnasium Germany 1996 — 2005
Abitur, General Studies
Robyn Cole, CFP® Robyn Cole, CFP®'s Merrill Lynch Experience November 2012 - July 2014
Job Vice President/Sr. Trust Advisor PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) July 2014 - Present
Merrill Lynch November 2012 - July 2014
Skills
Series 7, Series 63, Series 65, Financial Planners, Insurance
Education
Austin Peay State University 1991 — 1993
PNC Wealth Management (Unofficial) July 2014 - Present
Merrill Lynch November 2012 - July 2014
Skills
Series 7, Series 63, Series 65, Financial Planners, Insurance
Education
Austin Peay State University 1991 — 1993
Charles Fischer Charles Fischer's Merrill Lynch Experience October 2009 - January 2011
Job Executive Director at The Montclair Foundation
Industry Nonprofit Organization Management
Experience
Westmont Business Advisors LLC June 2011 - January 2013
Merrill Lynch October 2009 - January 2011
Royal Bank of Canada August 2006 - May 2008
Societe Generale February 1997 - August 2006
Fitch Ratings March 1993 - January 1997
ABN AMRO 1989 - 1993
HSBC 1983 - 1989
Skills
Banking, Commercial Banking, Loans, Capital Markets, Fixed Income, Structured Finance, Credit Analysis, Credit Risk, Portfolio Management, Credit, Investments, Asset Managment, Securitization, Treasury Management, Securities, Financial Institutions, Financial Markets, Financial Analysis, Hedging, Financial Structuring, Risk Management, Financial Risk, Asset Management, Due Diligence, Finance, Financial Services, Relationship Management, Cash Management, Financial Advisory, Market Risk, Bonds, Credit Derivatives, Funding, Operational Risk, Syndications, Treasury, Private Equity, Financial Modeling, Emerging Markets, Retirement Planning, Valuation, Mutual Funds, Wealth Management, Options, Bloomberg, Trading, Project Finance, Private Banking
Education
Babson College 1978 — 1979
MBA, International Business/Finance
University of Denver
BA, Psychology, English
Westmont Business Advisors LLC June 2011 - January 2013
Merrill Lynch October 2009 - January 2011
Royal Bank of Canada August 2006 - May 2008
Societe Generale February 1997 - August 2006
Fitch Ratings March 1993 - January 1997
ABN AMRO 1989 - 1993
HSBC 1983 - 1989
Skills
Banking, Commercial Banking, Loans, Capital Markets, Fixed Income, Structured Finance, Credit Analysis, Credit Risk, Portfolio Management, Credit, Investments, Asset Managment, Securitization, Treasury Management, Securities, Financial Institutions, Financial Markets, Financial Analysis, Hedging, Financial Structuring, Risk Management, Financial Risk, Asset Management, Due Diligence, Finance, Financial Services, Relationship Management, Cash Management, Financial Advisory, Market Risk, Bonds, Credit Derivatives, Funding, Operational Risk, Syndications, Treasury, Private Equity, Financial Modeling, Emerging Markets, Retirement Planning, Valuation, Mutual Funds, Wealth Management, Options, Bloomberg, Trading, Project Finance, Private Banking
Education
Babson College 1978 — 1979
MBA, International Business/Finance
University of Denver
BA, Psychology, English
Jimmy Hallene Jimmy Hallene's Merrill Lynch Experience May 2011 - June 2011
Job Business Development
Industry Transportation/Trucking/Railroad
Experience
Tennant Truck Lines October 2013 - Present
Gateway Land and Development September 2012 - September 2013
POOLCORP January 2012 - October 2012
The Omerta Group July 2011 - September 2011
Merrill Lynch May 2011 - June 2011
Springfield Electric Supply Company May 2010 - July 2010
Skills
Sales, Marketing, Event Planning, Training, Social Media, Social Media Marketing, Strategic Planning, Time Management, Operations Management, Sales Management, Financial Analysis, Real Estate, Microsoft Office, Microsoft Excel, Sales Process, Team Leadership, Team Management, Team Building, Positive Team Player, Organizational..., New Business Development, Business Development
Education
Augustana College 2007 — 2011
Bachelor of Arts in Business Administration, Finance and Marketing
Tennant Truck Lines October 2013 - Present
Gateway Land and Development September 2012 - September 2013
POOLCORP January 2012 - October 2012
The Omerta Group July 2011 - September 2011
Merrill Lynch May 2011 - June 2011
Springfield Electric Supply Company May 2010 - July 2010
Skills
Sales, Marketing, Event Planning, Training, Social Media, Social Media Marketing, Strategic Planning, Time Management, Operations Management, Sales Management, Financial Analysis, Real Estate, Microsoft Office, Microsoft Excel, Sales Process, Team Leadership, Team Management, Team Building, Positive Team Player, Organizational..., New Business Development, Business Development
Education
Augustana College 2007 — 2011
Bachelor of Arts in Business Administration, Finance and Marketing
Dennis Demuth, MBA, CFP® Dennis Demuth, MBA, CFP®'s Merrill Lynch Experience September 1996 - March 2002
Job Investment Advisor Representative at Vaillancourt and Pescatore Financial Group, LLC
Industry Financial Services
Experience
Vaillancourt and Pescatore Financial Group, LLC November 2014 - Present
Ameriprise Financial Services, Inc. November 2008 - November 2014
Smith Barney March 2002 - November 2008
Merrill Lynch September 1996 - March 2002
USTrust July 1987 - September 1996
Arlington Trust Company February 1978 - July 1987
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Stocks, Bonds, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Term Life Insurance, Tax Advisory
Education
Babson College
Master of Business Administration (MBA)
Merrimack College
Bachelor of Arts (BA)
Penn State University
Master of Public Administration (MPA)
Vaillancourt and Pescatore Financial Group, LLC November 2014 - Present
Ameriprise Financial Services, Inc. November 2008 - November 2014
Smith Barney March 2002 - November 2008
Merrill Lynch September 1996 - March 2002
USTrust July 1987 - September 1996
Arlington Trust Company February 1978 - July 1987
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Stocks, Bonds, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Term Life Insurance, Tax Advisory
Education
Babson College
Master of Business Administration (MBA)
Merrimack College
Bachelor of Arts (BA)
Penn State University
Master of Public Administration (MPA)
Al Harvey's Merrill Lynch Experience May 2014 - Present
Job VP, Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch May 2013 - May 2014
Bank of America June 2010 - May 2013
Merrill Lynch November 2004 - June 2010
Skills
Banking, CRM, Credit Analysis, Credit Cards, Customer Service, Financial Services, Loans, Mortgage Banking, Mortgage Lending, Risk Management, Sales, Talent Acquisition, Customer Retention, Customer Satisfaction
Education
Western State College 1997 — 1999
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Augustana College (SD) 1995 — 1997
Health and Physical Education/Fitness
Bartlett High School
Merrill Lynch May 2014 - Present
Merrill Lynch May 2013 - May 2014
Bank of America June 2010 - May 2013
Merrill Lynch November 2004 - June 2010
Skills
Banking, CRM, Credit Analysis, Credit Cards, Customer Service, Financial Services, Loans, Mortgage Banking, Mortgage Lending, Risk Management, Sales, Talent Acquisition, Customer Retention, Customer Satisfaction
Education
Western State College 1997 — 1999
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Augustana College (SD) 1995 — 1997
Health and Physical Education/Fitness
Bartlett High School
Jeffrey Malo, CFA Jeffrey Malo, CFA's Merrill Lynch Experience September 1997 - March 1998
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America March 2004 - Present
Capital Markets Credit Analysts Society (CMCAS) 2007 - May 2011
BNP Paribas February 1998 - February 2004
Merrill Lynch September 1997 - March 1998
Chase Manhattan Corporation March 1993 - September 1997
Sumitomo Trust and Banking August 1990 - March 1993
Skills
Hedge Funds, Credit Risk, Capital Markets, Derivatives, Fixed Income, Credit Analysis, Structured Finance, Portfolio Management, Investment Banking, Equities, Financial Institutions, Alternative Investments, Risk Management, Credit, Securitization, Bloomberg, Financial Risk, Banking, Market Risk, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1988 — 1990
B.S., Economics
Augsburg College 1986 — 1988
Bank of America March 2004 - Present
Capital Markets Credit Analysts Society (CMCAS) 2007 - May 2011
BNP Paribas February 1998 - February 2004
Merrill Lynch September 1997 - March 1998
Chase Manhattan Corporation March 1993 - September 1997
Sumitomo Trust and Banking August 1990 - March 1993
Skills
Hedge Funds, Credit Risk, Capital Markets, Derivatives, Fixed Income, Credit Analysis, Structured Finance, Portfolio Management, Investment Banking, Equities, Financial Institutions, Alternative Investments, Risk Management, Credit, Securitization, Bloomberg, Financial Risk, Banking, Market Risk, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1988 — 1990
B.S., Economics
Augsburg College 1986 — 1988
Lisa Samson-Amar, BS Lisa Samson-Amar, BS's Merrill Lynch Experience July 1999 - February 2009
Job Director of Business Development & Patient Transition at Legacy Healthcare LLC
Industry Hospital & Health Care
Experience
Legacy Healthcare LLC April 2015 - Present
HCR ManorCare August 2012 - April 2015
HCR ManorCare August 2010 - August 2012
Merrill Lynch July 1999 - February 2009
Skills
Clinical Research, Hospitals, Medicare, Managed Care, Event Planning, Marketing, Healthcare Industry, Adults, Elder Care, Healthcare Management, Home Care, Long-term Care, Networking, Older Adults, Seniors, Transitional Care, Acute Care, Case Management, Customer Service, Healthcare, Patient Advocacy, Rehabilitation
Education
Aurora University 1995 — 1998
Bachelor of Science (BS), Biology/Biological Sciences, General
University of Illinois at Chicago 1993 — 1995
Nursing Undergrad
Legacy Healthcare LLC April 2015 - Present
HCR ManorCare August 2012 - April 2015
HCR ManorCare August 2010 - August 2012
Merrill Lynch July 1999 - February 2009
Skills
Clinical Research, Hospitals, Medicare, Managed Care, Event Planning, Marketing, Healthcare Industry, Adults, Elder Care, Healthcare Management, Home Care, Long-term Care, Networking, Older Adults, Seniors, Transitional Care, Acute Care, Case Management, Customer Service, Healthcare, Patient Advocacy, Rehabilitation
Education
Aurora University 1995 — 1998
Bachelor of Science (BS), Biology/Biological Sciences, General
University of Illinois at Chicago 1993 — 1995
Nursing Undergrad
Ed Baran Ed Baran's Merrill Lynch Experience May 2007 - August 2007
Job MBA Candidate, UNC KenanFlagler Business School
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Nomura July 2011 - April 2013
Bank of America Merrill Lynch January 2010 - June 2011
Bank of America Merrill Lynch July 2008 - December 2009
Babson College Fund September 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Valuation, Interest Rate..., Options, Derivatives, Bloomberg, Equity Derivatives, Trading, Product Control, Equities, Operational Risk, Investments, Portfolio Management, Mutual Funds, CDS, Capital Markets, Investment Banking, Hedge Funds, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
Babson College 2004 — 2008
Bachelor's of Science (Cum Laude), Finance & Economics
Brunswick School 2002 — 2004
High School
Immaculate High School 1999 — 2002
High School
Bank of America Merrill Lynch June 2015 - August 2015
Nomura July 2011 - April 2013
Bank of America Merrill Lynch January 2010 - June 2011
Bank of America Merrill Lynch July 2008 - December 2009
Babson College Fund September 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Valuation, Interest Rate..., Options, Derivatives, Bloomberg, Equity Derivatives, Trading, Product Control, Equities, Operational Risk, Investments, Portfolio Management, Mutual Funds, CDS, Capital Markets, Investment Banking, Hedge Funds, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
Babson College 2004 — 2008
Bachelor's of Science (Cum Laude), Finance & Economics
Brunswick School 2002 — 2004
High School
Immaculate High School 1999 — 2002
High School
Austin Bohlman's Merrill Lynch Experience May 2007 - September 2007
Job Goldman, Sachs & Co.
Industry Financial Services
Experience
Goldman, Sachs & Co. July 2014 - Present
J.P. Morgan February 2013 - June 2014
J.P. Morgan February 2011 - February 2013
Citco Fund Services December 2010 - February 2011
Citco Fund Services June 2008 - December 2010
Merrill Lynch May 2007 - September 2007
Education
Auburn University, College of Business
BSBA, Finance
Saint Andrew's High School
Goldman, Sachs & Co. July 2014 - Present
J.P. Morgan February 2013 - June 2014
J.P. Morgan February 2011 - February 2013
Citco Fund Services December 2010 - February 2011
Citco Fund Services June 2008 - December 2010
Merrill Lynch May 2007 - September 2007
Education
Auburn University, College of Business
BSBA, Finance
Saint Andrew's High School
Julie LaCroix, M.A. Ed.'s Merrill Lynch Experience September 1995 - November 1997
Job Career Counselor | Career Coach
Industry Human Resources
Experience
Center for Career Advancement 2008 - Present
New West Productions, Inc. November 2005 - Present
White Consulting 2002 - 2005
Bloomberg LP 1997 - 2001
Merrill Lynch September 1995 - November 1997
L.H. Friend, Weinress, Frankson and Presson 1993 - 1995
Skills
Career Counseling, Career Assessment, Resume Writing, Staff Development, Leadership, Public Speaking, Recruiting, Career Development, Management, Business Development, Executive Coaching, Career Management, Human Resources, Coaching, Management Consulting, Personal Branding, Psychotherapy, Emotional Intelligence, Marketing, Job Search, Outplacement, Employee Training, Interview Preparation, Workshops, Social Media, Project Management, Leadership Development, Sales, Job Search Strategies, Business Networking, Community Outreach, MBTI, Career Development..., Cover Letters, Job Coaching, Workshop Facilitation, Interviews, Training, Strategy, Strong Interest..., Personal Development
Education
Azusa Pacific University 2011 — 2012
Clinical Counseling Respecialization
Azusa Pacific University 2006 — 2008
M.A. Ed., P.P.S.
University of California, Irvine 1991 — 1993
B.A.
Washington State University 1988 — 1990
Center for Career Advancement 2008 - Present
New West Productions, Inc. November 2005 - Present
White Consulting 2002 - 2005
Bloomberg LP 1997 - 2001
Merrill Lynch September 1995 - November 1997
L.H. Friend, Weinress, Frankson and Presson 1993 - 1995
Skills
Career Counseling, Career Assessment, Resume Writing, Staff Development, Leadership, Public Speaking, Recruiting, Career Development, Management, Business Development, Executive Coaching, Career Management, Human Resources, Coaching, Management Consulting, Personal Branding, Psychotherapy, Emotional Intelligence, Marketing, Job Search, Outplacement, Employee Training, Interview Preparation, Workshops, Social Media, Project Management, Leadership Development, Sales, Job Search Strategies, Business Networking, Community Outreach, MBTI, Career Development..., Cover Letters, Job Coaching, Workshop Facilitation, Interviews, Training, Strategy, Strong Interest..., Personal Development
Education
Azusa Pacific University 2011 — 2012
Clinical Counseling Respecialization
Azusa Pacific University 2006 — 2008
M.A. Ed., P.P.S.
University of California, Irvine 1991 — 1993
B.A.
Washington State University 1988 — 1990
Peter Gray's Merrill Lynch Experience June 2010 - March 2012
Job Associate Director at Borealis Infrastructure
Industry Venture Capital & Private Equity
Experience
Borealis Infrastructure January 2014 - Present
Allstate Investments March 2012 - January 2014
Merrill Lynch June 2010 - March 2012
HSBC August 2008 - June 2010
HSBC July 2007 - September 2007
Pirate Capital LLC May 2006 - September 2006
Skills
Capital Markets, Hedge Funds, Portfolio Management, Investments, Leveraged Finance, Financial Modeling, Private Equity, Infrastructure
Education
Babson College 2004 — 2007
Bsc., Finance and Accounting
Borealis Infrastructure January 2014 - Present
Allstate Investments March 2012 - January 2014
Merrill Lynch June 2010 - March 2012
HSBC August 2008 - June 2010
HSBC July 2007 - September 2007
Pirate Capital LLC May 2006 - September 2006
Skills
Capital Markets, Hedge Funds, Portfolio Management, Investments, Leveraged Finance, Financial Modeling, Private Equity, Infrastructure
Education
Babson College 2004 — 2007
Bsc., Finance and Accounting
Trevor Forbes Trevor Forbes's Merrill Lynch Experience March 2000 - February 2002
Job President, Amen Tranportation LLC
Industry Marketing and Advertising
Experience
Amen Transportation December 2007 - Present
Ocean View Realty January 2004 - December 2008
AT&T 2002 - 2008
Merrill Lynch March 2000 - February 2002
Skills
Sales Operations, Marketing Strategy, Online Marketing, Customer Service, Customer Acquisition, Team Building, Strategy, Strategic Planning, Start-ups
Education
Austin Peay State University 1991 — 1995
B.B.A, Finance
Miami Norland 1988 — 1991
Florida International University
Bachelor of Business Administration (BBA), Public Finance
Amen Transportation December 2007 - Present
Ocean View Realty January 2004 - December 2008
AT&T 2002 - 2008
Merrill Lynch March 2000 - February 2002
Skills
Sales Operations, Marketing Strategy, Online Marketing, Customer Service, Customer Acquisition, Team Building, Strategy, Strategic Planning, Start-ups
Education
Austin Peay State University 1991 — 1995
B.B.A, Finance
Miami Norland 1988 — 1991
Florida International University
Bachelor of Business Administration (BBA), Public Finance
Gregory Shlyuger's Merrill Lynch Experience June 1993 - August 1994
Job Technical Enterprise Architect with a proven track record of architecture and delivery mission critical applications
Industry Information Technology and Services
Experience
Dealertrack Technologies November 2014 - Present
BNY Mellon December 2013 - November 2014
Citi August 2011 - December 2013
Markit / MarkitSERV April 2008 - August 2011
douglasWare Technology January 1998 - September 2008
JP Morgan Chase August 2004 - March 2008
Citi Group February 1995 - August 2004
Bear Stearns Asset Management August 1994 - February 1995
Merrill Lynch June 1993 - August 1994
Skills
Enterprise Architecture, Solution Architecture, SaaS, Enterprise Software, Java Enterprise Edition, Software Project..., Big Data, Software Development, Integration, Databases, SDLC, SOA, Technical Leadership, J2EE Application..., Agile Project Management, Program Management, IT Strategy, Business Process, IT Service Management, PaaS, Cloud Computing, Business Analysis, Data Warehousing, Cloud Computing IaaS, Infrastructure, Web Services
Education
Coursera 2012 — 2014
NFJS Enterprise Software Development Conference 2011 — 2014
Azerbaijan State Oil Academy
Master’s Degree, Computer Science and Applied Mathematics
Azerbaijan State Oil Academy
Dealertrack Technologies November 2014 - Present
BNY Mellon December 2013 - November 2014
Citi August 2011 - December 2013
Markit / MarkitSERV April 2008 - August 2011
douglasWare Technology January 1998 - September 2008
JP Morgan Chase August 2004 - March 2008
Citi Group February 1995 - August 2004
Bear Stearns Asset Management August 1994 - February 1995
Merrill Lynch June 1993 - August 1994
Skills
Enterprise Architecture, Solution Architecture, SaaS, Enterprise Software, Java Enterprise Edition, Software Project..., Big Data, Software Development, Integration, Databases, SDLC, SOA, Technical Leadership, J2EE Application..., Agile Project Management, Program Management, IT Strategy, Business Process, IT Service Management, PaaS, Cloud Computing, Business Analysis, Data Warehousing, Cloud Computing IaaS, Infrastructure, Web Services
Education
Coursera 2012 — 2014
NFJS Enterprise Software Development Conference 2011 — 2014
Azerbaijan State Oil Academy
Master’s Degree, Computer Science and Applied Mathematics
Azerbaijan State Oil Academy
Juan Carlos Taboada, MBA's Merrill Lynch Experience April 2008 - January 2009
Job Strategy and business development professional
Industry Venture Capital & Private Equity
Experience
Veriju LLC January 2008 - Present
Skyven Technologies August 2014 - August 2015
Blue Energy Partners January 2012 - April 2013
Taylor-DeJongh May 2011 - August 2011
Suzlon Group August 2010 - January 2011
Merrill Lynch April 2008 - January 2009
Tavistock Group July 2006 - January 2008
Skills
Strategy, Mergers & Acquisitions, Business Strategy, Valuation, Financial Modeling, International Business, Due Diligence, Market Research, Strategic Planning, Business Development, Venture Capital, Private Equity, Emerging Markets, Energy, Risk Management, Entrepreneurship, Financial Analysis, Business Planning, Investments, Competitive Intelligence, Investment Banking, Teamwork, Mergers, Corporate Development, Strategic Consulting, Business Valuation, Cross-functional Team..., Portfolio Management, Negotiation, Finance, Analysis, Microsoft Office, Bloomberg Terminal, Capital IQ, Business in South..., Microsoft Excel, Argus Modeling, Appraisals, Real Estate, Economics, International Economics, Microsoft PowerPoint, PowerPoint, Start-ups, Competitive Analysis, Management Consulting, Market Analysis, Project Management, Microsoft Word
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.)
Peking University (北京大學)
Austin College
Bachelor's Degree
Veriju LLC January 2008 - Present
Skyven Technologies August 2014 - August 2015
Blue Energy Partners January 2012 - April 2013
Taylor-DeJongh May 2011 - August 2011
Suzlon Group August 2010 - January 2011
Merrill Lynch April 2008 - January 2009
Tavistock Group July 2006 - January 2008
Skills
Strategy, Mergers & Acquisitions, Business Strategy, Valuation, Financial Modeling, International Business, Due Diligence, Market Research, Strategic Planning, Business Development, Venture Capital, Private Equity, Emerging Markets, Energy, Risk Management, Entrepreneurship, Financial Analysis, Business Planning, Investments, Competitive Intelligence, Investment Banking, Teamwork, Mergers, Corporate Development, Strategic Consulting, Business Valuation, Cross-functional Team..., Portfolio Management, Negotiation, Finance, Analysis, Microsoft Office, Bloomberg Terminal, Capital IQ, Business in South..., Microsoft Excel, Argus Modeling, Appraisals, Real Estate, Economics, International Economics, Microsoft PowerPoint, PowerPoint, Start-ups, Competitive Analysis, Management Consulting, Market Analysis, Project Management, Microsoft Word
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.)
Peking University (北京大學)
Austin College
Bachelor's Degree
Troy Schiermeyer Troy Schiermeyer's Merrill Lynch Experience January 2005 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Bank of America July 2013 - Present
Merrill Lynch January 2005 - Present
Merrill Lynch 1992 - December 2004
Skills
Alternative Investments, Series 7, Wealth Management, Series 63, Investments, Asset Allocation, Securities, Asset Management, Equities, Financial Advisory, Investment Advisory
Education
Austin College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Bank of America July 2013 - Present
Merrill Lynch January 2005 - Present
Merrill Lynch 1992 - December 2004
Skills
Alternative Investments, Series 7, Wealth Management, Series 63, Investments, Asset Allocation, Securities, Asset Management, Equities, Financial Advisory, Investment Advisory
Education
Austin College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Jonathan Jochum Jonathan Jochum's Merrill Lynch Experience 2012 - 2013
Job Regional Consultant at Sage Advisory
Industry Financial Services
Experience
Sage Advisory September 2015 - Present
Wells Fargo Advisors 2013 - December 2014
Merrill Lynch 2012 - 2013
Wells Fargo August 2006 - August 2008
Skills
Investments, Strategic Financial..., Retirement Planning, Stockbroking, Finance, Economics
Education
Ave Maria University 2008 — 2012
Bachelor of Arts (B.A.)
Sage Advisory September 2015 - Present
Wells Fargo Advisors 2013 - December 2014
Merrill Lynch 2012 - 2013
Wells Fargo August 2006 - August 2008
Skills
Investments, Strategic Financial..., Retirement Planning, Stockbroking, Finance, Economics
Education
Ave Maria University 2008 — 2012
Bachelor of Arts (B.A.)
Shinae Cho, PHR Shinae Cho, PHR's Merrill Lynch Experience January 2008 - April 2008
Job Training Development Specialist at Hyundai Mobis Alabama LLC
Industry Automotive
Experience
Hyundai Mobis Alabama LLC June 2015 - Present
Hyundai Mobis Alabama LLC March 2014 - Present
Hyundai Mobis Alabama May 2012 - February 2014
Hyundai Heavy Industries Co., Ltd. January 2011 - April 2012
CNC Enterprises, Inc January 2009 - May 2010
Auburn University August 2007 - December 2008
Merrill Lynch January 2008 - April 2008
CNC Enterprises, Inc July 2004 - July 2006
LG Arts Center February 2001 - March 2002
Skills
Training, Management, Human Resources, Payroll, Recruiting, Program Management, Project Planning, Accounts Payable, Microsoft Excel, PowerPoint, Inventory Management, Accounts Receivable, Negotiation, Purchasing, QuickBooks, Team Building, Customer Service, Sales, Process Improvement, Strategic Planning, Leadership, Employee Relations
Education
Auburn University at Montgomery 2007 — 2008
MBA, Finance
Auburn University at Montgomery 2004 — 2007
Bachelor, Management
Dong Ah Broadcasting College
Associate degree, Audio Production
Hyundai Mobis Alabama LLC June 2015 - Present
Hyundai Mobis Alabama LLC March 2014 - Present
Hyundai Mobis Alabama May 2012 - February 2014
Hyundai Heavy Industries Co., Ltd. January 2011 - April 2012
CNC Enterprises, Inc January 2009 - May 2010
Auburn University August 2007 - December 2008
Merrill Lynch January 2008 - April 2008
CNC Enterprises, Inc July 2004 - July 2006
LG Arts Center February 2001 - March 2002
Skills
Training, Management, Human Resources, Payroll, Recruiting, Program Management, Project Planning, Accounts Payable, Microsoft Excel, PowerPoint, Inventory Management, Accounts Receivable, Negotiation, Purchasing, QuickBooks, Team Building, Customer Service, Sales, Process Improvement, Strategic Planning, Leadership, Employee Relations
Education
Auburn University at Montgomery 2007 — 2008
MBA, Finance
Auburn University at Montgomery 2004 — 2007
Bachelor, Management
Dong Ah Broadcasting College
Associate degree, Audio Production
Nanda Toney, MBA, GPHR Nanda Toney, MBA, GPHR's Merrill Lynch Experience June 2009 - June 2011
Job Recruiting Manager, Financial Services Strategy at PwC
Industry Human Resources
Experience
PwC November 2014 - Present
Deutsche Bank July 2012 - November 2014
Modis September 2011 - July 2012
Merrill Lynch June 2009 - June 2011
University of North Florida December 2008 - August 2010
Skills
Full-cycle Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Interviewing, Sourcing, Requirements Analysis, Staffing Services, Direct Recruiting, Candidate Screening, Permanent Placement, Candidate Assessment, Management, Leadership, Talent Management, Onboarding, Temporary Placement, Strategy, Consulting, Human Resources, Training, Vendor Management
Education
University of North Florida - College of Business Administration 2008 — 2011
Master's of Business Administration, Finance
Augusta State University
Bachelor of Science, Biology
Georgia Institute of Technology
Biology/Biological Sciences, General
PwC November 2014 - Present
Deutsche Bank July 2012 - November 2014
Modis September 2011 - July 2012
Merrill Lynch June 2009 - June 2011
University of North Florida December 2008 - August 2010
Skills
Full-cycle Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Interviewing, Sourcing, Requirements Analysis, Staffing Services, Direct Recruiting, Candidate Screening, Permanent Placement, Candidate Assessment, Management, Leadership, Talent Management, Onboarding, Temporary Placement, Strategy, Consulting, Human Resources, Training, Vendor Management
Education
University of North Florida - College of Business Administration 2008 — 2011
Master's of Business Administration, Finance
Augusta State University
Bachelor of Science, Biology
Georgia Institute of Technology
Biology/Biological Sciences, General
Kelly T. Broneak Kelly T. Broneak's Merrill Lynch Experience September 2012 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
RBC Wealth Management April 2005 - September 2012
U.S. Bank 2003 - 2005
Skills
Wealth Management, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Equities, Asset Management, Investment Advisory, Series 63, Strategic Financial..., Securities, Investment Strategies, Fixed Income, Investment Management
Education
Augsburg College
Merrill Lynch September 2012 - Present
RBC Wealth Management April 2005 - September 2012
U.S. Bank 2003 - 2005
Skills
Wealth Management, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Equities, Asset Management, Investment Advisory, Series 63, Strategic Financial..., Securities, Investment Strategies, Fixed Income, Investment Management
Education
Augsburg College
Elizabeth Burchfield Elizabeth Burchfield's Merrill Lynch Experience November 2008 - February 2009
Job Auditor at Office of Inspector General USDA
Industry Accounting
Experience
Office of Inspector General USDA July 2009 - Present
Merrill Lynch November 2008 - February 2009
Skills
Microsoft Excel, Accounting, Financial Analysis, Federal Government, Internal Audit, Multi Tasking, Innovation, Microsoft Word, Problem Solving, Analytical Skills, Teamwork, Thinking Outside The Box, Sales, Microsoft Office, Internal Controls, Financial Accounting, Event Planning, Social Media
Education
Augustana College 2005 — 2009
Bachelor of Arts, Accounting and Finance
Office of Inspector General USDA July 2009 - Present
Merrill Lynch November 2008 - February 2009
Skills
Microsoft Excel, Accounting, Financial Analysis, Federal Government, Internal Audit, Multi Tasking, Innovation, Microsoft Word, Problem Solving, Analytical Skills, Teamwork, Thinking Outside The Box, Sales, Microsoft Office, Internal Controls, Financial Accounting, Event Planning, Social Media
Education
Augustana College 2005 — 2009
Bachelor of Arts, Accounting and Finance
Brian Pawl's Merrill Lynch Experience August 2010 - November 2010
Job Managing Member at Benchmark Windows LLC
Industry Health, Wellness and Fitness
Experience
Fin Audio April 2014 - Present
Benchmark Windows LLC May 2014 - July 2015
RSW Investments LLC June 2011 - April 2015
Keller Williams Realty Infinity September 2012 - December 2014
Augustana College November 2009 - May 2011
Merrill Lynch August 2010 - November 2010
Fitness Xpress June 2010 - November 2010
JC Penney June 2010 - August 2010
Northwestern Mutual May 2010 - June 2010
Tasty Catering September 2006 - May 2008
Skills
Real Estate, Real Estate Transactions, Real Estate Investment..., Real Estate License, Investments, Excel, Budgeting, Social Media, Research, Financial Analysis, New Business Development, Microsoft Excel, Budgets, Entrepreneurship, PowerPoint, Finance, Sales, Negotiation
Education
Real Estate Institute 2012 — 2012
Real Estate License, Real Estate Broker: Pre-License Course, Pass
Augustana College 2007 — 2011
Bachelor of Arts, Business Administration-Finance; Management; Economics; Accounting
Fin Audio April 2014 - Present
Benchmark Windows LLC May 2014 - July 2015
RSW Investments LLC June 2011 - April 2015
Keller Williams Realty Infinity September 2012 - December 2014
Augustana College November 2009 - May 2011
Merrill Lynch August 2010 - November 2010
Fitness Xpress June 2010 - November 2010
JC Penney June 2010 - August 2010
Northwestern Mutual May 2010 - June 2010
Tasty Catering September 2006 - May 2008
Skills
Real Estate, Real Estate Transactions, Real Estate Investment..., Real Estate License, Investments, Excel, Budgeting, Social Media, Research, Financial Analysis, New Business Development, Microsoft Excel, Budgets, Entrepreneurship, PowerPoint, Finance, Sales, Negotiation
Education
Real Estate Institute 2012 — 2012
Real Estate License, Real Estate Broker: Pre-License Course, Pass
Augustana College 2007 — 2011
Bachelor of Arts, Business Administration-Finance; Management; Economics; Accounting
Arthur Minus II Arthur Minus II's Merrill Lynch Experience September 2010 - September 2012
Job Driving profitability with efficient software solutions
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
Triumph Securities September 2012 - Present
Merrill Lynch September 2010 - September 2012
Skills
Business Intelligence, Cloud Computing, Investment Strategies, Oracle Applications, Financial Analysis, Business Strategy, Financial Modeling, Business Planning, Finance, Trading, Management Consulting, Investments
Education
Augsburg College 2005 — 2009
Bachelor's Degree, Accounting and Finance, 3.75
Oracle July 2015 - Present
Triumph Securities September 2012 - Present
Merrill Lynch September 2010 - September 2012
Skills
Business Intelligence, Cloud Computing, Investment Strategies, Oracle Applications, Financial Analysis, Business Strategy, Financial Modeling, Business Planning, Finance, Trading, Management Consulting, Investments
Education
Augsburg College 2005 — 2009
Bachelor's Degree, Accounting and Finance, 3.75
Barbara Carlee Barbara Carlee's Merrill Lynch Experience September 1973 - May 1979
Job Senior Consultant at Keith R. Scott Associates, LLC
Industry Management Consulting
Experience
Keith R. Scott Associates, LLC October 2011 - Present
The Northridge Group November 2007 - October 2011
Verizon Partner Solutions - Verizon Communications September 2000 - March 2007
Bell Atlantic Carrier Services May 1994 - August 2000
Bell Atlantic Business Sales January 1984 - May 1994
C&P Telephone Company June 1982 - December 1983
Merrill Lynch September 1973 - May 1979
Skills
New Business Development, Proposal Writing, Analysis, Business Strategy, Telecommunications, Networking, Research, Establish & Maintain..., Business Development, Managed Services, Pricing, VoIP, Sales Management, Cross-functional Team..., Solution Selling, Management
Education
Averett University 1989 — 1991
MBA, General Business
The George Washington University - School of Business 1979 — 1981
BBA, Business
Keith R. Scott Associates, LLC October 2011 - Present
The Northridge Group November 2007 - October 2011
Verizon Partner Solutions - Verizon Communications September 2000 - March 2007
Bell Atlantic Carrier Services May 1994 - August 2000
Bell Atlantic Business Sales January 1984 - May 1994
C&P Telephone Company June 1982 - December 1983
Merrill Lynch September 1973 - May 1979
Skills
New Business Development, Proposal Writing, Analysis, Business Strategy, Telecommunications, Networking, Research, Establish & Maintain..., Business Development, Managed Services, Pricing, VoIP, Sales Management, Cross-functional Team..., Solution Selling, Management
Education
Averett University 1989 — 1991
MBA, General Business
The George Washington University - School of Business 1979 — 1981
BBA, Business
Jill Hosmer- Jolley's Merrill Lynch Experience May 1983 - February 1985
Job Adjunct Business Faculty & Consultant
Industry Higher Education
Experience
California State University, Monterey Bay August 2008 - Present
Southern New Hampshire University April 2014 - Present
The Collaboratory, LLC February 2015 - March 2015
California State University Monterey Bay June 2010 - September 2014
CSU Monterey Bay (CSUMB) December 2008 - September 2014
Charles Schwab February 1985 - January 1997
Merrill Lynch May 1983 - February 1985
Skills
Sustainable Business, Social Responsibility, Career Counseling, Organizational..., academic advising, Public Speaking, Distance Learning, Staff Development, Curriculum Development, Corporate Training, Higher Education, Creative Strategy, Leadership Development, Management Consulting, Communication Skills, Interview Preparation, Teaching, E-Learning, Program Development, Career Development, Instructional Design, Adult Education, Organizational..., management, Change Management, Operations Management, Organizational Behavior, Exit Interviews, 360 Feedback, Executive Coaching, Staff Supervision, Community Service, Training, Curriculum Design, Public Relations, Management, Research, Student Affairs, Strategy, Academic Advising, Student Development, Recruiting, Resume Writing, Nonprofits, Budgets, Project Planning, Leadership, Program Management, Workshop Facilitation, Time Management
Education
Northcentral University 2011 — 2017
PhD Business Administration - Management, Management, ABD - Dissertation in progress
Simmons College - Simmons School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General, Mostly As, some Bs...nothing lower
Central Michigan University 1990 — 1992
Business/Commerce, General
Santa Barbara City College 1988 — 1989
California State University-Hayward 1986 — 1986
General Education
Ohlone College 1986 — 1986
General Education
Santa Clara University 1985 — 1985
Real Estate Law & Paralegal Studies, All As
Austin Community College 1982 — 1982
Banking and Financial Support Services, All As
The University of Texas at Austin 1981 — 1981
Petroleum Engineering
Washtenaw Community College 1979 — 1980
General Education
California State University, Monterey Bay August 2008 - Present
Southern New Hampshire University April 2014 - Present
The Collaboratory, LLC February 2015 - March 2015
California State University Monterey Bay June 2010 - September 2014
CSU Monterey Bay (CSUMB) December 2008 - September 2014
Charles Schwab February 1985 - January 1997
Merrill Lynch May 1983 - February 1985
Skills
Sustainable Business, Social Responsibility, Career Counseling, Organizational..., academic advising, Public Speaking, Distance Learning, Staff Development, Curriculum Development, Corporate Training, Higher Education, Creative Strategy, Leadership Development, Management Consulting, Communication Skills, Interview Preparation, Teaching, E-Learning, Program Development, Career Development, Instructional Design, Adult Education, Organizational..., management, Change Management, Operations Management, Organizational Behavior, Exit Interviews, 360 Feedback, Executive Coaching, Staff Supervision, Community Service, Training, Curriculum Design, Public Relations, Management, Research, Student Affairs, Strategy, Academic Advising, Student Development, Recruiting, Resume Writing, Nonprofits, Budgets, Project Planning, Leadership, Program Management, Workshop Facilitation, Time Management
Education
Northcentral University 2011 — 2017
PhD Business Administration - Management, Management, ABD - Dissertation in progress
Simmons College - Simmons School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General, Mostly As, some Bs...nothing lower
Central Michigan University 1990 — 1992
Business/Commerce, General
Santa Barbara City College 1988 — 1989
California State University-Hayward 1986 — 1986
General Education
Ohlone College 1986 — 1986
General Education
Santa Clara University 1985 — 1985
Real Estate Law & Paralegal Studies, All As
Austin Community College 1982 — 1982
Banking and Financial Support Services, All As
The University of Texas at Austin 1981 — 1981
Petroleum Engineering
Washtenaw Community College 1979 — 1980
General Education
GAURAV DOULANI GAURAV DOULANI's Merrill Lynch Experience December 2007 - August 2009
Job Global Development Manager at Citibank N.A.
Industry Computer Software
Experience
Citibank December 2013 - Present
Bank of America November 2012 - July 2014
Morgan Stanley Smith Barney November 2009 - October 2012
Actimize August 2009 - October 2012
Merrill Lynch December 2007 - August 2009
Infosys October 2003 - August 2009
Skills
Actimize AIS 3.6, Actimize AIS 4, Actimize Risk Case..., PL/SQL, Business Analysis, Requirements Analysis, DB2, Sybase, Oracle, SDLC, ETL, Unix, Unix Shell Scripting, Tomcat, Actimize, Informatica, Software Project..., Websphere
Education
B. M. S. College of Engineering 1998 — 2002
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Citibank December 2013 - Present
Bank of America November 2012 - July 2014
Morgan Stanley Smith Barney November 2009 - October 2012
Actimize August 2009 - October 2012
Merrill Lynch December 2007 - August 2009
Infosys October 2003 - August 2009
Skills
Actimize AIS 3.6, Actimize AIS 4, Actimize Risk Case..., PL/SQL, Business Analysis, Requirements Analysis, DB2, Sybase, Oracle, SDLC, ETL, Unix, Unix Shell Scripting, Tomcat, Actimize, Informatica, Software Project..., Websphere
Education
B. M. S. College of Engineering 1998 — 2002
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Christian Sotomayor Christian Sotomayor's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
JPMorgan Chase & Co. April 2009 - June 2014
Skills
Leadership, Negotiation, Customer Service, Strategic Planning, Teamwork, Financial Analysis, Public Speaking, Finance, Business Planning, Analysis, Banking, English, Microsoft Office, Microsoft Word, Personal Finance, Project Management, Team Leadership
Education
Ave Maria University 2003 — 2008
Bachelor of Arts (BA) in Business Administration, Finance
Merrill Lynch June 2014 - Present
JPMorgan Chase & Co. April 2009 - June 2014
Skills
Leadership, Negotiation, Customer Service, Strategic Planning, Teamwork, Financial Analysis, Public Speaking, Finance, Business Planning, Analysis, Banking, English, Microsoft Office, Microsoft Word, Personal Finance, Project Management, Team Leadership
Education
Ave Maria University 2003 — 2008
Bachelor of Arts (BA) in Business Administration, Finance
Frazier Allen Frazier Allen's Merrill Lynch Experience July 1999 - June 2005
Job Assistant Vice President, Financial Advisor, RJFS at F&M Investments, Raymond James Financial Services
Industry Investment Management
Experience
F&M Investments, Raymond James Financial Services June 2005 - Present
Merrill Lynch July 1999 - June 2005
Skills
Retirement Planning, IRAs, Separately Managed..., Investments, Fixed Annuities, 401k, Mutual Funds, Loans
Education
Austin Peay State University 1994 — 1999
BBA, Finance
F&M Investments, Raymond James Financial Services June 2005 - Present
Merrill Lynch July 1999 - June 2005
Skills
Retirement Planning, IRAs, Separately Managed..., Investments, Fixed Annuities, 401k, Mutual Funds, Loans
Education
Austin Peay State University 1994 — 1999
BBA, Finance
Samuel Binenfeld Samuel Binenfeld's Merrill Lynch Experience September 2011 - November 2011
Job Fraud Analyst II
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America November 2012 - June 2014
Morgan Stanley Smith Barney December 2011 - August 2012
Merrill Lynch September 2011 - November 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, English, Research, Outlook, Strategic Planning, Microsoft Word, Financial Analysis, Corporate Finance, Financial Reporting, Strategic Financial...
Education
Auburn University, College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Bank of America July 2014 - Present
Bank of America November 2012 - June 2014
Morgan Stanley Smith Barney December 2011 - August 2012
Merrill Lynch September 2011 - November 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, English, Research, Outlook, Strategic Planning, Microsoft Word, Financial Analysis, Corporate Finance, Financial Reporting, Strategic Financial...
Education
Auburn University, College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Craig Cmiel's Merrill Lynch Experience October 1991 - September 2000
Job Managing Partner at Great Lakes & Atlantic Wealth Management & Advisor Partners
Industry Financial Services
Experience
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc. January 2014 - Present
Solamere Advisors January 2013 - January 2014
Cmiel Consulting August 2012 - January 2013
UBS May 2011 - July 2012
UBS June 2009 - May 2011
UBS September 2007 - June 2009
UBS May 2003 - August 2007
UBS October 2001 - May 2003
Credit Suisse September 2000 - October 2001
Merrill Lynch October 1991 - September 2000
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Asset Allocation, Investment Advisory, Investments, Team Leadership, Portfolio Management, Leadership Development, Asset Managment, Series 3,7,9,10,66
Education
Augustana College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Furman University 2011 — 2011
Graduate, Diversity Leadership Initiative
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc. January 2014 - Present
Solamere Advisors January 2013 - January 2014
Cmiel Consulting August 2012 - January 2013
UBS May 2011 - July 2012
UBS June 2009 - May 2011
UBS September 2007 - June 2009
UBS May 2003 - August 2007
UBS October 2001 - May 2003
Credit Suisse September 2000 - October 2001
Merrill Lynch October 1991 - September 2000
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Asset Allocation, Investment Advisory, Investments, Team Leadership, Portfolio Management, Leadership Development, Asset Managment, Series 3,7,9,10,66
Education
Augustana College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Furman University 2011 — 2011
Graduate, Diversity Leadership Initiative
Elizabeth Owens, MBA Elizabeth Owens, MBA's Merrill Lynch Experience 2006 - 2007
Job Investor/Social Entrepreneur
Industry Market Research
Experience
Self Employment: Owens Analytics February 2011 - Present
Face It TOGETHER June 2013 - December 2013
Dex One Media October 2010 - December 2012
AVERA Heart Hospital of South Dakota September 2007 - December 2007
Merrill Lynch 2006 - 2007
Manning Selvage and Lee 2005 - 2006
Skills
Strategic Planning, Marketing, Social Media Marketing, Marketing Strategy, Public Relations, Social Media, Marketing Communications, Event Planning, Public Speaking, Advertising, Online Advertising, Operations Management, Account Management, New Business Development, Event Management, Business Strategy, Budgets, PowerPoint, Microsoft Office, Product Marketing, Research, Marketing Management, Microsoft Excel, B2B, Healthcare, Digital Marketing, Integrated Marketing, Corporate Communications, Financial Analysis, Brand Management, Entrepreneurship, SEO, Marketing Research, Start-ups, Business Planning, Management, Media Relations, Market Research, Press Relations, Storytelling
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Finance and Management
Breakthrough Management Group University 2009 — 2009
Green Belt, Six Sigma
Augustana College 2007 — 2008
Business Administration
University of Richmond 2001 — 2005
Bachelor of Arts, Rhetoric & Communications
Lincoln Senior High School 1998 — 2001
Self Employment: Owens Analytics February 2011 - Present
Face It TOGETHER June 2013 - December 2013
Dex One Media October 2010 - December 2012
AVERA Heart Hospital of South Dakota September 2007 - December 2007
Merrill Lynch 2006 - 2007
Manning Selvage and Lee 2005 - 2006
Skills
Strategic Planning, Marketing, Social Media Marketing, Marketing Strategy, Public Relations, Social Media, Marketing Communications, Event Planning, Public Speaking, Advertising, Online Advertising, Operations Management, Account Management, New Business Development, Event Management, Business Strategy, Budgets, PowerPoint, Microsoft Office, Product Marketing, Research, Marketing Management, Microsoft Excel, B2B, Healthcare, Digital Marketing, Integrated Marketing, Corporate Communications, Financial Analysis, Brand Management, Entrepreneurship, SEO, Marketing Research, Start-ups, Business Planning, Management, Media Relations, Market Research, Press Relations, Storytelling
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Finance and Management
Breakthrough Management Group University 2009 — 2009
Green Belt, Six Sigma
Augustana College 2007 — 2008
Business Administration
University of Richmond 2001 — 2005
Bachelor of Arts, Rhetoric & Communications
Lincoln Senior High School 1998 — 2001
Deborah M. Higgins Deborah M. Higgins's Merrill Lynch Experience October 1983 - October 1992
Job Institutional Fixed Income, Wealth Management
Industry Financial Services
Experience
Higgins Capital Management, Inc. 1995 - Present
Lehman Brothers October 1992 - April 1995
Merrill Lynch October 1983 - October 1992
C&S National Bank August 1974 - October 1983
Skills
Investments, Wealth Management..., Trading, Fixed Income, Financial Advisory, Financial Analysis, Public Speaking, Entrepreneurship, Strategic Planning, Business Strategy, Business Development, Marketing Strategy, Small Business, Executive Management, Leadership, Marketing
Education
Augusta State University - College of Business Administration
Business, Marketing
Higgins Capital Management, Inc. 1995 - Present
Lehman Brothers October 1992 - April 1995
Merrill Lynch October 1983 - October 1992
C&S National Bank August 1974 - October 1983
Skills
Investments, Wealth Management..., Trading, Fixed Income, Financial Advisory, Financial Analysis, Public Speaking, Entrepreneurship, Strategic Planning, Business Strategy, Business Development, Marketing Strategy, Small Business, Executive Management, Leadership, Marketing
Education
Augusta State University - College of Business Administration
Business, Marketing
Aaron T. Setchell's Merrill Lynch Experience November 2009 - February 2010
Job Associate Account Executive at Transtar Insurance Brokers
Industry Insurance
Experience
Transtar Insurance Brokers July 2014 - Present
Cottingham & Butler July 2010 - July 2014
Merrill Lynch November 2009 - February 2010
Walgreens May 2009 - August 2009
Skills
Insurance, Transportation, CRM, PowerPoint, Time Management, Public Speaking, Customer Service, Management, Leadership, Sales
Education
Augustana College 2006 — 2010
BA, Finance, Management
Augustana College
Transtar Insurance Brokers July 2014 - Present
Cottingham & Butler July 2010 - July 2014
Merrill Lynch November 2009 - February 2010
Walgreens May 2009 - August 2009
Skills
Insurance, Transportation, CRM, PowerPoint, Time Management, Public Speaking, Customer Service, Management, Leadership, Sales
Education
Augustana College 2006 — 2010
BA, Finance, Management
Augustana College
Cynthia Komarek, CRPC® Cynthia Komarek, CRPC®'s Merrill Lynch Experience September 1991 - November 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2008 - Present
Merrill Lynch September 1991 - November 2008
E.F. Hutton June 1986 - September 1991
Education
Augustana College 1971 — 1975
B.A.
The University of Kansas 1978 — 1980
Graduate Studies
Wells Fargo Advisors, LLC November 2008 - Present
Merrill Lynch September 1991 - November 2008
E.F. Hutton June 1986 - September 1991
Education
Augustana College 1971 — 1975
B.A.
The University of Kansas 1978 — 1980
Graduate Studies
Durga P. Mikkilineni Durga P. Mikkilineni's Merrill Lynch Experience November 1996 - April 1999
Job CoFounder Global Nest LLC & Boothleads.com
Industry Information Technology and Services
Experience
Global Nest LLC December 2006 - Present
Taproot Foundation April 2013 - February 2014
Anthem Technologies May 1999 - November 2006
Merrill Lynch November 1996 - April 1999
AT&T October 1992 - October 1996
Electronic Imaging May 1992 - October 1992
Skills
Sales, Strategy, Cloud Computing, Entrepreneur, Human Resources, Salesforce.com, Force.com, Mobile Technology, Mobile Software, SAP, Oracle, Entrepreneurship, Mobile Applications, Management, Pre-sales, Mergers, SaaS, Project Management, IT Service Management, Leadership, Business Analysis, Integration, Professional Services, Business Intelligence, Solution Selling, Strategic Partnerships, Software Project..., SDLC, Start-ups, Mergers & Acquisitions, Vendor Management, Consulting, CRM, Business Development, Information Technology, Enterprise Software, ERP, Telecommunications, Outsourcing, Requirements Analysis, Managed Services, IT Strategy, Benefits Negotiation, Technical Recruiting, Resource Management, Contract Recruitment, Staffing Services, Sourcing, IT Recruitment, Internet Recruiting
Education
New Jersey Institute of Technology 1990 — 1992
MS, Computer Science
B. M. S. College of Engineering 1983 — 1989
B.E., Electronics Engineering
Saraswathi Vidya Nilayam High School Suryapet, AP 1971 — 1981
High School, None
Global Nest LLC December 2006 - Present
Taproot Foundation April 2013 - February 2014
Anthem Technologies May 1999 - November 2006
Merrill Lynch November 1996 - April 1999
AT&T October 1992 - October 1996
Electronic Imaging May 1992 - October 1992
Skills
Sales, Strategy, Cloud Computing, Entrepreneur, Human Resources, Salesforce.com, Force.com, Mobile Technology, Mobile Software, SAP, Oracle, Entrepreneurship, Mobile Applications, Management, Pre-sales, Mergers, SaaS, Project Management, IT Service Management, Leadership, Business Analysis, Integration, Professional Services, Business Intelligence, Solution Selling, Strategic Partnerships, Software Project..., SDLC, Start-ups, Mergers & Acquisitions, Vendor Management, Consulting, CRM, Business Development, Information Technology, Enterprise Software, ERP, Telecommunications, Outsourcing, Requirements Analysis, Managed Services, IT Strategy, Benefits Negotiation, Technical Recruiting, Resource Management, Contract Recruitment, Staffing Services, Sourcing, IT Recruitment, Internet Recruiting
Education
New Jersey Institute of Technology 1990 — 1992
MS, Computer Science
B. M. S. College of Engineering 1983 — 1989
B.E., Electronics Engineering
Saraswathi Vidya Nilayam High School Suryapet, AP 1971 — 1981
High School, None
Satish Kumar Mulay Satish Kumar Mulay's Merrill Lynch Experience 2004 - 2004
Job Global Technology at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. November 2009 - Present
Pfizer November 2004 - October 2009
HBO March 2005 - June 2005
Merrill Lynch 2004 - 2004
EC Cubed, Inc. 2000 - 2000
Equinox Solutions 1997 - 1999
Kirloskar Electric 1990 - 1996
Skills
Active Directory, DNS, Servers, System Administration, Virtualization, DHCP, Windows Server, Troubleshooting, Windows Server 2008, Windows Server 2003, Server Architecture, Group Policy, DFS, Certificate Services, NAP, Integration, Windows, Disaster Recovery, Microsoft Technologies, Technical Support, Microsoft Exchange, VMware, IT Service Management, ITIL, Cisco Technologies, System Deployment, CCNA, Microsoft Certified..., Data Center, SCCM, Hyper-V, VMware ESX, Citrix, Infrastructure, Networking
Education
B. M. S. College of Engineering
B.E.
JPMorgan Chase & Co. November 2009 - Present
Pfizer November 2004 - October 2009
HBO March 2005 - June 2005
Merrill Lynch 2004 - 2004
EC Cubed, Inc. 2000 - 2000
Equinox Solutions 1997 - 1999
Kirloskar Electric 1990 - 1996
Skills
Active Directory, DNS, Servers, System Administration, Virtualization, DHCP, Windows Server, Troubleshooting, Windows Server 2008, Windows Server 2003, Server Architecture, Group Policy, DFS, Certificate Services, NAP, Integration, Windows, Disaster Recovery, Microsoft Technologies, Technical Support, Microsoft Exchange, VMware, IT Service Management, ITIL, Cisco Technologies, System Deployment, CCNA, Microsoft Certified..., Data Center, SCCM, Hyper-V, VMware ESX, Citrix, Infrastructure, Networking
Education
B. M. S. College of Engineering
B.E.
Josef H. Weber's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2014 - Present
Ziegler October 2013 - August 2014
Swarco Raiders Tirol Innsbruck, Austria May 2014 - July 2014
Calanda Broncos Chur, Switzerland May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Casa Home Services May 2009 - May 2012
Steve Gregory's Quarterback Farm May 2010 - August 2010
Abercrombie & Fitch May 2009 - August 2010
Skills
Wealth Management, International Business, Football, Financial Analysis, Stock Market, International Relations, Cultural Awareness, Travel, Microsoft Excel, Microsoft Word, PowerPoint, Jewelry, Series 7, Equities, Fixed Income, Stocks, Salesforce.com, Mutual Funds, New Business Development, Investments, Public Speaking
Education
Augustana College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Marmion Military Academy 2005 — 2009
Merrill Lynch August 2014 - Present
Ziegler October 2013 - August 2014
Swarco Raiders Tirol Innsbruck, Austria May 2014 - July 2014
Calanda Broncos Chur, Switzerland May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Casa Home Services May 2009 - May 2012
Steve Gregory's Quarterback Farm May 2010 - August 2010
Abercrombie & Fitch May 2009 - August 2010
Skills
Wealth Management, International Business, Football, Financial Analysis, Stock Market, International Relations, Cultural Awareness, Travel, Microsoft Excel, Microsoft Word, PowerPoint, Jewelry, Series 7, Equities, Fixed Income, Stocks, Salesforce.com, Mutual Funds, New Business Development, Investments, Public Speaking
Education
Augustana College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Marmion Military Academy 2005 — 2009
Jay Lockwood Jay Lockwood's Merrill Lynch Experience May 2008 - August 2008
Job Account Executive at Softchoice; Empowering Business through Technology
Industry
Experience
Softchoice February 2014 - Present
Warner Chilcott March 2011 - January 2014
Accenture January 2009 - March 2011
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Forecasting, Sales, Microsoft Excel, Account Management, Process Improvement, Leadership, Financial Reporting, Contract Negotiation, Sales Operations, Marketing Strategy, Management, Enterprise Software, Salesforce.com
Education
Auburn University, College of Business 2004 — 2008
Finance
Softchoice February 2014 - Present
Warner Chilcott March 2011 - January 2014
Accenture January 2009 - March 2011
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Forecasting, Sales, Microsoft Excel, Account Management, Process Improvement, Leadership, Financial Reporting, Contract Negotiation, Sales Operations, Marketing Strategy, Management, Enterprise Software, Salesforce.com
Education
Auburn University, College of Business 2004 — 2008
Finance
Carlos Michan's Merrill Lynch Experience May 2014 - September 2014
Job Junior at Babson College
Industry Financial Services
Experience
A&A Trading Company April 2015 - August 2015
Grupo ViZion 2013 - April 2015
Merrill Lynch May 2014 - September 2014
Skills
Entrepreneurship, Investments, Retail, Apparel, Financial Accounting, Asset Allocation, Asset Management, Capital Budgeting, Finance
Education
Babson College 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Accounting, 3.4
A&A Trading Company April 2015 - August 2015
Grupo ViZion 2013 - April 2015
Merrill Lynch May 2014 - September 2014
Skills
Entrepreneurship, Investments, Retail, Apparel, Financial Accounting, Asset Allocation, Asset Management, Capital Budgeting, Finance
Education
Babson College 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Accounting, 3.4
Sam Holsen Sam Holsen's Merrill Lynch Experience January 2011 - January 2011
Job Digital Solutions Consultant and Marketing Assistant
Industry Marketing and Advertising
Experience
Xcel Energy February 2014 - Present
Minnesota Wild November 2013 - February 2014
Minnesota Vikings Football, LLC May 2013 - October 2013
Minnesota Twins October 2012 - April 2013
Minnesota Vikings Football, LLC April 2012 - October 2012
Sioux Falls Storm January 2012 - April 2012
Chamber of Commerce - Sioux Falls Sports Authority September 2011 - January 2012
Merrill Lynch January 2011 - January 2011
Augustana College (SD) December 2009 - April 2010
Skills
Time Management, Sales Management, Sales Process, Customer Service, Sales Prospecting, Athletics, Sports, Sports Management, Sales Operations, Coaching, Problem Solving, Team Building, Organization, Social Networking, Archtics Ticketing..., Phone Skills, Microsoft CRM, ProVenue, Ticket Sales
Education
Augustana College (SD) 2007 — 2011
Bachelor of Arts (B.A.), Sport Management
Washington High School 2003 — 2006
Xcel Energy February 2014 - Present
Minnesota Wild November 2013 - February 2014
Minnesota Vikings Football, LLC May 2013 - October 2013
Minnesota Twins October 2012 - April 2013
Minnesota Vikings Football, LLC April 2012 - October 2012
Sioux Falls Storm January 2012 - April 2012
Chamber of Commerce - Sioux Falls Sports Authority September 2011 - January 2012
Merrill Lynch January 2011 - January 2011
Augustana College (SD) December 2009 - April 2010
Skills
Time Management, Sales Management, Sales Process, Customer Service, Sales Prospecting, Athletics, Sports, Sports Management, Sales Operations, Coaching, Problem Solving, Team Building, Organization, Social Networking, Archtics Ticketing..., Phone Skills, Microsoft CRM, ProVenue, Ticket Sales
Education
Augustana College (SD) 2007 — 2011
Bachelor of Arts (B.A.), Sport Management
Washington High School 2003 — 2006
Alfredo J. Yanes Alfredo J. Yanes's Merrill Lynch Experience 1994 - 1996
Job Managing Director at Bailliage Investments LLC
Industry Investment Management
Experience
Bailliage Investments LLC March 2012 - Present
SunTrust Bank April 1998 - March 2012
Banco De Venezuela International 1996 - 1998
Merrill Lynch 1994 - 1996
Consolidated Bank 1990 - 1994
Banco Consolidado 1985 - 1988
Skills
Bilingual-Spanish, Series 7, Series 63, FINRA, Series 65, Investment Advisory, Wealth Management..., Investment Management, Securities, Investments, Insurance, Private Banking
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1989
MBA, Finance, Investments
Babson College 1981 — 1985
BSBA, Finance, Investments, Quantitative Methods
Hargrave Military Academy 1979 — 1981
High School
Institutos Educacionales Asociados 1969 — 1978
Bailliage Investments LLC March 2012 - Present
SunTrust Bank April 1998 - March 2012
Banco De Venezuela International 1996 - 1998
Merrill Lynch 1994 - 1996
Consolidated Bank 1990 - 1994
Banco Consolidado 1985 - 1988
Skills
Bilingual-Spanish, Series 7, Series 63, FINRA, Series 65, Investment Advisory, Wealth Management..., Investment Management, Securities, Investments, Insurance, Private Banking
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1989
MBA, Finance, Investments
Babson College 1981 — 1985
BSBA, Finance, Investments, Quantitative Methods
Hargrave Military Academy 1979 — 1981
High School
Institutos Educacionales Asociados 1969 — 1978
William Griggs William Griggs's Merrill Lynch Experience September 2006 - April 2008
Job Partner and Financial Advisor at The Daughtry Group
Industry Investment Management
Experience
The Daughtry Group October 2009 - Present
Colonial Bank May 2008 - October 2009
Merrill Lynch September 2006 - April 2008
Skills
Finance, Investment Advisory, Mutual Funds, Series 7, Asset Allocation, Customer Service, Retirement Planning, Portfolio Management, Financial Analysis, Series 63, Wealth Management, Investments
Education
Auburn University at Montgomery 2001 — 2005
B.S., Political Science, Economics
Bullock Memorial 1987 — 2001
Advanced Honors Diploma, Valedictorian
The Daughtry Group October 2009 - Present
Colonial Bank May 2008 - October 2009
Merrill Lynch September 2006 - April 2008
Skills
Finance, Investment Advisory, Mutual Funds, Series 7, Asset Allocation, Customer Service, Retirement Planning, Portfolio Management, Financial Analysis, Series 63, Wealth Management, Investments
Education
Auburn University at Montgomery 2001 — 2005
B.S., Political Science, Economics
Bullock Memorial 1987 — 2001
Advanced Honors Diploma, Valedictorian
Patrick Caragher Patrick Caragher's Merrill Lynch Experience January 2010 - May 2010
Job Associate Director, US Institutional
Industry Financial Services
Experience
Henderson Global Investors April 2015 - Present
Henderson Global Investors February 2012 - April 2015
Henderson Global Investors January 2011 - February 2012
Hewitt EnnisKnupp July 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Skills
Microsoft Excel, Zephyr Style Advisor, PowerPoint, Microsoft Word
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Augustana College 2006 — 2010
Bachelor's Degree, Accounting and Finance
Henderson Global Investors April 2015 - Present
Henderson Global Investors February 2012 - April 2015
Henderson Global Investors January 2011 - February 2012
Hewitt EnnisKnupp July 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Skills
Microsoft Excel, Zephyr Style Advisor, PowerPoint, Microsoft Word
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Augustana College 2006 — 2010
Bachelor's Degree, Accounting and Finance
Adam Shaw Adam Shaw's Merrill Lynch Experience March 2000 - October 2001
Job CEO at Maverick Drone Systems Enabling the next generation of flight
Industry Aviation & Aerospace
Experience
Maverick Drone Systems September 2014 - Present
Sprint October 2014 - August 2015
Premier Productions, Inc September 2014 - October 2014
Verizon Wireless July 2003 - September 2014
Premier Productions, Inc August 2014 - August 2014
T-Mobile October 2001 - March 2003
Merrill Lynch March 2000 - October 2001
Skills
Solution Selling, Account Management, Direct Sales, M2M, Strategic Consulting, Thought Leadership, Innovation Development, Emerging Technology..., Sales Operations, Business Development, Leadership, Wireless, IPv6, Wireless Mesh, 802.15.4, IETF, Customer Retention, Selling, Sales, Training, Start-ups, Forecasting, Channel Partners, Sales Process, Go-to-market Strategy, Strategic Partnerships, Salesforce.com, Negotiation, Cold Calling, B2B, Sales Presentations, Telecommunications, SaaS, Product Marketing, Mobile Devices, Management
Education
Augsburg College 2009 — 2016
Business Administration and Management, General, 3.5
Stanford University 2013 — 2013
Technology Entrepreneurship
Hopkins Highschool 1996 — 1998
Maverick Drone Systems September 2014 - Present
Sprint October 2014 - August 2015
Premier Productions, Inc September 2014 - October 2014
Verizon Wireless July 2003 - September 2014
Premier Productions, Inc August 2014 - August 2014
T-Mobile October 2001 - March 2003
Merrill Lynch March 2000 - October 2001
Skills
Solution Selling, Account Management, Direct Sales, M2M, Strategic Consulting, Thought Leadership, Innovation Development, Emerging Technology..., Sales Operations, Business Development, Leadership, Wireless, IPv6, Wireless Mesh, 802.15.4, IETF, Customer Retention, Selling, Sales, Training, Start-ups, Forecasting, Channel Partners, Sales Process, Go-to-market Strategy, Strategic Partnerships, Salesforce.com, Negotiation, Cold Calling, B2B, Sales Presentations, Telecommunications, SaaS, Product Marketing, Mobile Devices, Management
Education
Augsburg College 2009 — 2016
Business Administration and Management, General, 3.5
Stanford University 2013 — 2013
Technology Entrepreneurship
Hopkins Highschool 1996 — 1998
Allison McWilliams's Merrill Lynch Experience June 2008 - August 2008
Job
Industry Real Estate
Experience
Dorsey Alston, Realtors January 2015 - Present
J.P. Morgan Private Bank February 2011 - July 2014
J.P. Morgan Private Bank November 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Marketing, Social Media, Customer Service, Sales, Finance, Financial Analysis
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coaching
Auburn University, College of Business 2005 — 2009
BSBA, Finance
The Lovett School 2001 — 2005
Dorsey Alston, Realtors January 2015 - Present
J.P. Morgan Private Bank February 2011 - July 2014
J.P. Morgan Private Bank November 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Marketing, Social Media, Customer Service, Sales, Finance, Financial Analysis
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coaching
Auburn University, College of Business 2005 — 2009
BSBA, Finance
The Lovett School 2001 — 2005
Alicia Tzau's Merrill Lynch Experience May 2015 - August 2015
Job Entrepreneurial Babson College Senior | Looking for a Corporate Finance role in the Tech Industry
Industry Computer Networking
Experience
Math Academy (Babson College Community Action Program) September 2015 - Present
Merrill Lynch May 2015 - August 2015
PICCPerfect January 2015 - May 2015
Babson College October 2014 - December 2014
Merrill Lynch June 2014 - August 2014
New York Life Insurance Company September 2013 - May 2014
Sodexo January 2013 - October 2013
Protobrand May 2013 - August 2013
Bernon Center September 2012 - May 2013
Excelimmune, Inc. May 2012 - May 2012
Skills
Social Media, Marketing, Entrepreneurship, Teamwork, Microsoft Office, Public Speaking, Management, Market Research, Event Planning, Research, Leadership, Customer Service, Sales, Training, Advertising, Recruiting, Basic HTML, CSS, and..., Microsoft Excel, Corporate Finance, Financial Modeling
Education
Babson College, San Francisco Campus 2015 — 2015
Technology & Entrepreneurship
Babson College 2012 — 2015
Candidate for BS in Business Administration (expected graduation Dec 2015), Finance
Babson College / Sponsored by Bank of America Merrill Lynch / Open Door 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
Weston High School 2008 — 2012
Math Academy (Babson College Community Action Program) September 2015 - Present
Merrill Lynch May 2015 - August 2015
PICCPerfect January 2015 - May 2015
Babson College October 2014 - December 2014
Merrill Lynch June 2014 - August 2014
New York Life Insurance Company September 2013 - May 2014
Sodexo January 2013 - October 2013
Protobrand May 2013 - August 2013
Bernon Center September 2012 - May 2013
Excelimmune, Inc. May 2012 - May 2012
Skills
Social Media, Marketing, Entrepreneurship, Teamwork, Microsoft Office, Public Speaking, Management, Market Research, Event Planning, Research, Leadership, Customer Service, Sales, Training, Advertising, Recruiting, Basic HTML, CSS, and..., Microsoft Excel, Corporate Finance, Financial Modeling
Education
Babson College, San Francisco Campus 2015 — 2015
Technology & Entrepreneurship
Babson College 2012 — 2015
Candidate for BS in Business Administration (expected graduation Dec 2015), Finance
Babson College / Sponsored by Bank of America Merrill Lynch / Open Door 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
Weston High School 2008 — 2012
Renee Kolbeck Renee Kolbeck's Merrill Lynch Experience June 2014 - September 2014
Job Associate at HBK CPAs & Consultants
Industry Investment Management
Experience
HBK CPAs & Consultants May 2015 - Present
HBK CPAs & Consultants January 2015 - Present
Merrill Lynch June 2014 - September 2014
Clarins Group May 2014 - June 2014
Chiropractic Wellness Center May 2013 - January 2014
Vector Marketing December 2012 - December 2013
Kenosha Community Health Center January 2011 - January 2012
Jahnke Landscaping May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, Leadership, Outlook, Sales, Management, Data Analysis, Communication, Competitive Analysis, Financial Analysis, Financial Modeling, Financial Accounting
Education
Ave Maria University 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Business/Management, Senior
HBK CPAs & Consultants May 2015 - Present
HBK CPAs & Consultants January 2015 - Present
Merrill Lynch June 2014 - September 2014
Clarins Group May 2014 - June 2014
Chiropractic Wellness Center May 2013 - January 2014
Vector Marketing December 2012 - December 2013
Kenosha Community Health Center January 2011 - January 2012
Jahnke Landscaping May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, Leadership, Outlook, Sales, Management, Data Analysis, Communication, Competitive Analysis, Financial Analysis, Financial Modeling, Financial Accounting
Education
Ave Maria University 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Business/Management, Senior
Hillary Perez Hillary Perez's Merrill Lynch Experience September 2015 - Present
Job Experienced in Customer Relations and Business Management
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
American Eagle Outfitters October 2014 - July 2015
Thirty-One Gifts May 2014 - July 2015
Arbonne International LLC May 2014 - July 2015
Keller Williams Realty July 2013 - October 2013
Pier 1 Imports August 2010 - August 2013
Skills
Microsoft Office, Customer Service, Sales, Selling, Marketing, Residential Homes, Leadership, Investment Properties, Single Family Homes, Merchandising, Negotiation, Visual Merchandising, Team Leadership, Team Building, Payroll, Retail Sales, Store Management, Inventory Control, Social Media, Talent Acquisition, Training & Development, Internal Audit, Job Coaching, Loss Prevention, Business Analysis, Driving Results, Interviewing Skills, Store Operations, Organization Skills, Team Motivation, Energetic Leader, Time Management, Priority Management, Prioritize Workload, Skilled Multi-tasker, Communication, Retail Sales Analysis, Problem Solving
Education
Austin Peay State University 2010 — 2015
Bachelors of Science, Criminal Justice - Homeland Security/Terrorism, 3.64
Merrill Lynch September 2015 - Present
American Eagle Outfitters October 2014 - July 2015
Thirty-One Gifts May 2014 - July 2015
Arbonne International LLC May 2014 - July 2015
Keller Williams Realty July 2013 - October 2013
Pier 1 Imports August 2010 - August 2013
Skills
Microsoft Office, Customer Service, Sales, Selling, Marketing, Residential Homes, Leadership, Investment Properties, Single Family Homes, Merchandising, Negotiation, Visual Merchandising, Team Leadership, Team Building, Payroll, Retail Sales, Store Management, Inventory Control, Social Media, Talent Acquisition, Training & Development, Internal Audit, Job Coaching, Loss Prevention, Business Analysis, Driving Results, Interviewing Skills, Store Operations, Organization Skills, Team Motivation, Energetic Leader, Time Management, Priority Management, Prioritize Workload, Skilled Multi-tasker, Communication, Retail Sales Analysis, Problem Solving
Education
Austin Peay State University 2010 — 2015
Bachelors of Science, Criminal Justice - Homeland Security/Terrorism, 3.64
Jeremy Sloss's Merrill Lynch Experience 2000 - 2001
Job Information Technology Business Services Manager
Industry Information Technology and Services
Experience
International Medical Corps July 2014 - Present
Parsons January 2002 - Present
Perot Systems January 2002 - July 2009
Perot Systems May 2005 - February 2009
United States Air Force September 1996 - May 2007
Xdrive 2001 - 2001
Merrill Lynch 2000 - 2001
AllAdvantage.com March 2000 - July 2000
Skills
Vendor Management, ITIL, SharePoint, IT Management, IT Operations, Software Project..., Networking, MS Project, Technical Support, Change Management, Program Management, Integration, Business Intelligence, Disaster Recovery, Business Analysis, Team Leadership, Business Development, IT Service Management, PMP, Microsoft Exchange, Management, Project Management, Leadership, Information Technology, Cloud Computing, Project Planning, Process Improvement, Strategy, Business Process...
Education
Azusa Pacific University 2011 — 2014
B.S., Organizational Leadership
International Medical Corps July 2014 - Present
Parsons January 2002 - Present
Perot Systems January 2002 - July 2009
Perot Systems May 2005 - February 2009
United States Air Force September 1996 - May 2007
Xdrive 2001 - 2001
Merrill Lynch 2000 - 2001
AllAdvantage.com March 2000 - July 2000
Skills
Vendor Management, ITIL, SharePoint, IT Management, IT Operations, Software Project..., Networking, MS Project, Technical Support, Change Management, Program Management, Integration, Business Intelligence, Disaster Recovery, Business Analysis, Team Leadership, Business Development, IT Service Management, PMP, Microsoft Exchange, Management, Project Management, Leadership, Information Technology, Cloud Computing, Project Planning, Process Improvement, Strategy, Business Process...
Education
Azusa Pacific University 2011 — 2014
B.S., Organizational Leadership
Trey Skinner Trey Skinner's Merrill Lynch Experience August 2014 - Present
Job Client Associate at Merrill Lynch
Industry
Experience
Kappa Alpha Order November 2014 - Present
Merrill Lynch August 2014 - Present
Kappa Alpha Order November 2013 - November 2014
Heart Attack and Stroke Prevention Center May 2014 - August 2014
Contract Fabricators, Inc. May 2013 - August 2013
Flight Restaurant and Wine Bar November 2012 - March 2013
Evergreen Presbyterian Church September 2011 - November 2012
Running Pony September 2011 - November 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Management, Research, Leadership, Social Media, Financial Analysis, Banking, Event Planning
Education
The University of Memphis 2011 — 2015
Bachelor’s Degree, Marketing/Marketing Management, General, Senior
Audencia Nantes Ecole de Management
Summer Study Abroad, Cross Cultural Management and Marketing in Europe
Northpoint Christian School 1998 — 2011
High School
Kappa Alpha Order November 2014 - Present
Merrill Lynch August 2014 - Present
Kappa Alpha Order November 2013 - November 2014
Heart Attack and Stroke Prevention Center May 2014 - August 2014
Contract Fabricators, Inc. May 2013 - August 2013
Flight Restaurant and Wine Bar November 2012 - March 2013
Evergreen Presbyterian Church September 2011 - November 2012
Running Pony September 2011 - November 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Management, Research, Leadership, Social Media, Financial Analysis, Banking, Event Planning
Education
The University of Memphis 2011 — 2015
Bachelor’s Degree, Marketing/Marketing Management, General, Senior
Audencia Nantes Ecole de Management
Summer Study Abroad, Cross Cultural Management and Marketing in Europe
Northpoint Christian School 1998 — 2011
High School
Anthony Cullen's Merrill Lynch Experience June 2014 - August 2015
Job Relationship Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch June 2014 - August 2015
Merrill Lynch January 2014 - June 2014
Westwrd Ho Country Club October 2012 - June 2014
Merrill Lynch February 2013 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Outlook, Research, Microsoft Excel, Windows
Education
Augustana College (SD) 2008 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Andover High School 2005 — 2008
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch June 2014 - August 2015
Merrill Lynch January 2014 - June 2014
Westwrd Ho Country Club October 2012 - June 2014
Merrill Lynch February 2013 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Outlook, Research, Microsoft Excel, Windows
Education
Augustana College (SD) 2008 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Andover High School 2005 — 2008
Mark Marogil Mark Marogil's Merrill Lynch Experience November 2011 - February 2012
Job Financial Analyst at Rock Island Economic Growth Corporation
Industry Financial Services
Experience
Rock Island Economic Growth Corporation January 2013 - August 2015
Rock Island Economic Growth Corporation August 2012 - December 2012
Augustana College August 2009 - August 2012
Merrill Lynch November 2011 - February 2012
Regional Elite September 2009 - June 2011
Comair July 2009 - September 2009
Skills
Microsoft Office, PowerPoint, Access, Financial Analysis, Microsoft Excel, Microsoft Word, QuickBooks, Adobe Creative Suite, Digital Photography, Word, Excel, OneNote, Invoicing, Federal Grant Management, HUD audits, Research
Education
Augustana College 2008 — 2012
BA, Finance, Accounting
Alleman High School 2004 — 2008
Rock Island Economic Growth Corporation January 2013 - August 2015
Rock Island Economic Growth Corporation August 2012 - December 2012
Augustana College August 2009 - August 2012
Merrill Lynch November 2011 - February 2012
Regional Elite September 2009 - June 2011
Comair July 2009 - September 2009
Skills
Microsoft Office, PowerPoint, Access, Financial Analysis, Microsoft Excel, Microsoft Word, QuickBooks, Adobe Creative Suite, Digital Photography, Word, Excel, OneNote, Invoicing, Federal Grant Management, HUD audits, Research
Education
Augustana College 2008 — 2012
BA, Finance, Accounting
Alleman High School 2004 — 2008
Andrea Noe's Merrill Lynch Experience 2005 - 2005
Job Group Director at Magnetic Collaborative
Industry Marketing and Advertising
Experience
Magnetic Collaborative October 2014 - Present
Momentum Worldwide August 2012 - October 2014
Momemtum Worldwide June 2010 - August 2012
Momentum Worldwide June 2008 - June 2010
The Concept Farm June 2005 - June 2008
Franklin W. Olin College of Engineering 2005 - 2006
Merrill Lynch 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Integrated Marketing, Sponsorship, Marketing Communications, Advertising, Social Media, Event Management, Relationship Marketing, Event Planning, Marketing, Brand Management, Email Marketing, Public Relations, Marketing Strategy, Strategic Partnerships, Brand Development, Direct Marketing, Online Marketing, Digital Marketing, Social Media Marketing, Marketing Management, Brand Awareness, Account Management, Leadership, Mobile Marketing
Education
Babson College 2002 — 2006
Bachelor of Science, Marketing
Ridgewood High School 1998 — 2002
Ben Franklin Middle School 1995 — 1998
Magnetic Collaborative October 2014 - Present
Momentum Worldwide August 2012 - October 2014
Momemtum Worldwide June 2010 - August 2012
Momentum Worldwide June 2008 - June 2010
The Concept Farm June 2005 - June 2008
Franklin W. Olin College of Engineering 2005 - 2006
Merrill Lynch 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Integrated Marketing, Sponsorship, Marketing Communications, Advertising, Social Media, Event Management, Relationship Marketing, Event Planning, Marketing, Brand Management, Email Marketing, Public Relations, Marketing Strategy, Strategic Partnerships, Brand Development, Direct Marketing, Online Marketing, Digital Marketing, Social Media Marketing, Marketing Management, Brand Awareness, Account Management, Leadership, Mobile Marketing
Education
Babson College 2002 — 2006
Bachelor of Science, Marketing
Ridgewood High School 1998 — 2002
Ben Franklin Middle School 1995 — 1998
Byron King's Merrill Lynch Experience January 2011 - May 2011
Job Procurement Specialist Chemicals and Logistics at Schlumberger
Industry Logistics and Supply Chain
Experience
Schlumberger August 2015 - Present
Schlumberger March 2015 - July 2015
Schlumberger December 2011 - March 2015
Schlumberger June 2011 - December 2011
Target Corporation March 2007 - August 2011
Merrill Lynch January 2011 - May 2011
JPMorgan Chase June 2010 - September 2010
Walgreens March 2004 - March 2007
Walgreens March 2004 - March 2007
Skills
Spend Analysis, Critical Chain Project..., Microsoft Office, Strategic Sourcing, Data Entry, Pivot Tables, Graphs, Supply Chain Management, Data Analysis, Database Management, Data Mining, Time Management, Statistical Modeling, Aggregate Spend, Data Modeling, Business Process, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Project Management, Presentations, Microsoft Excel, SAP, Cost Saving Projects, Oilfield, Business Process Mapping, VBA, Strategy, Management, Procurement, Project Planning
Education
Schlumberger Internal 2012 — 2014
Summit 3 Year STEP Program, Purchasing, Procurement/Acquisitions and Contracts Management
University of Houston 2008 — 2011
Bachelor, Business Administration; Supply Chain Management and Finance
Austin Community College
degree, Business Administration
Schlumberger August 2015 - Present
Schlumberger March 2015 - July 2015
Schlumberger December 2011 - March 2015
Schlumberger June 2011 - December 2011
Target Corporation March 2007 - August 2011
Merrill Lynch January 2011 - May 2011
JPMorgan Chase June 2010 - September 2010
Walgreens March 2004 - March 2007
Walgreens March 2004 - March 2007
Skills
Spend Analysis, Critical Chain Project..., Microsoft Office, Strategic Sourcing, Data Entry, Pivot Tables, Graphs, Supply Chain Management, Data Analysis, Database Management, Data Mining, Time Management, Statistical Modeling, Aggregate Spend, Data Modeling, Business Process, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Project Management, Presentations, Microsoft Excel, SAP, Cost Saving Projects, Oilfield, Business Process Mapping, VBA, Strategy, Management, Procurement, Project Planning
Education
Schlumberger Internal 2012 — 2014
Summit 3 Year STEP Program, Purchasing, Procurement/Acquisitions and Contracts Management
University of Houston 2008 — 2011
Bachelor, Business Administration; Supply Chain Management and Finance
Austin Community College
degree, Business Administration
Clarke Browne Clarke Browne's Merrill Lynch Experience October 2013 - Present
Job Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Morgan Keegan April 2011 - October 2013
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, IRAs, Investment Advisory, Equities, Equity Research, Fixed Income, Alternative Investments, Securities, Roth IRA, Asset Management, Series 7, Series 63, Investments, Investment Strategies, Financial Services, Life Insurance, Loans, Insurance, Mortgage Lending, Banking, Bonds, Retirement, 401k, Credit, Series 65, Wealth Management..., Separately Managed..., 401k Rollovers, 529 Plans
Education
Augsburg College
Montreat College
Master of Business Administration (MBA)
Merrill Lynch October 2013 - Present
Morgan Keegan April 2011 - October 2013
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, IRAs, Investment Advisory, Equities, Equity Research, Fixed Income, Alternative Investments, Securities, Roth IRA, Asset Management, Series 7, Series 63, Investments, Investment Strategies, Financial Services, Life Insurance, Loans, Insurance, Mortgage Lending, Banking, Bonds, Retirement, 401k, Credit, Series 65, Wealth Management..., Separately Managed..., 401k Rollovers, 529 Plans
Education
Augsburg College
Montreat College
Master of Business Administration (MBA)
Scott Bishop, MBA, CFP®'s Merrill Lynch Experience 2008 - 2009
Job Wealth Management at Signature Financial Group of Raymond James Serving Wealthy Families & Southern Company Employees
Industry Financial Services
Experience
Raymond James February 2013 - Present
USAF/Air National Guard 2001 - Present
Cetera Financial Group March 2009 - February 2013
Merrill Lynch 2008 - 2009
Skills
Retirement Planning, Investment Strategies, Strategic Financial..., Risk Management, Estate Planning, Asset Management, Life Insurance, Personal Finance, Portfolio Management
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner™
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist (AAMS®)
Auburn University, College of Business 2009 — 2012
Master of Business Administration, Finance
Auburn University, College of Business 1997 — 2001
Bachelors of Science in Aviation Management
Raymond James February 2013 - Present
USAF/Air National Guard 2001 - Present
Cetera Financial Group March 2009 - February 2013
Merrill Lynch 2008 - 2009
Skills
Retirement Planning, Investment Strategies, Strategic Financial..., Risk Management, Estate Planning, Asset Management, Life Insurance, Personal Finance, Portfolio Management
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner™
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist (AAMS®)
Auburn University, College of Business 2009 — 2012
Master of Business Administration, Finance
Auburn University, College of Business 1997 — 2001
Bachelors of Science in Aviation Management
Bill McCartney's Merrill Lynch Experience July 2001 - November 2002
Job Wealth Advisor at Regions Private Wealth Management
Industry Financial Services
Experience
Regions Private Wealth Management November 2012 - Present
William W. McCartney, Jr. Attorney at Law November 2002 - Present
Wells Fargo Private Bank July 2010 - November 2012
First Bank of Georgia September 2003 - July 2010
LPL Financial 2003 - 2010
Merrill Lynch July 2001 - November 2002
SouthTrust Bank June 1999 - July 2001
First Union National Bank September 1993 - June 1999
Education
Samford University, Cumberland School of Law 1989 — 1992
JD, Law
Auburn University, College of Business 1983 — 1987
BS, Business Administration
Oviedo HS 1979 — 1983
HS, College Prep
Regions Private Wealth Management November 2012 - Present
William W. McCartney, Jr. Attorney at Law November 2002 - Present
Wells Fargo Private Bank July 2010 - November 2012
First Bank of Georgia September 2003 - July 2010
LPL Financial 2003 - 2010
Merrill Lynch July 2001 - November 2002
SouthTrust Bank June 1999 - July 2001
First Union National Bank September 1993 - June 1999
Education
Samford University, Cumberland School of Law 1989 — 1992
JD, Law
Auburn University, College of Business 1983 — 1987
BS, Business Administration
Oviedo HS 1979 — 1983
HS, College Prep
Jeremy Juhl Jeremy Juhl's Merrill Lynch Experience August 2012 - December 2012
Job Logistics Broker at NFI
Industry Venture Capital & Private Equity
Experience
NFI May 2015 - Present
ITW August 2014 - May 2015
Northwestern Mutual 2013 - 2014
Augustana College August 2009 - May 2013
Merrill Lynch August 2012 - December 2012
York Center Park District June 2009 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Public Speaking, Finance
Education
Augustana College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General and International Finance
NFI May 2015 - Present
ITW August 2014 - May 2015
Northwestern Mutual 2013 - 2014
Augustana College August 2009 - May 2013
Merrill Lynch August 2012 - December 2012
York Center Park District June 2009 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Public Speaking, Finance
Education
Augustana College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General and International Finance
Rob Hertenstein Rob Hertenstein's Merrill Lynch Experience October 2013 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Aliant Bank October 2011 - August 2013
First South Bank February 2010 - October 2011
Colonial Bank March 2006 - July 2009
Compass Bank June 1998 - March 2006
Sterling Bank June 1993 - June 1998
Colonial Bank October 1985 - June 1993
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Corporate Finance, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Retail Banking, Small Business Lending, Strategic Planning
Education
Auburn University at Montgomery 1979 — 1983
BSBA, Management
Merrill Lynch October 2013 - Present
Aliant Bank October 2011 - August 2013
First South Bank February 2010 - October 2011
Colonial Bank March 2006 - July 2009
Compass Bank June 1998 - March 2006
Sterling Bank June 1993 - June 1998
Colonial Bank October 1985 - June 1993
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Corporate Finance, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Retail Banking, Small Business Lending, Strategic Planning
Education
Auburn University at Montgomery 1979 — 1983
BSBA, Management
Jackson Featherston Jackson Featherston's Merrill Lynch Experience May 2012 - August 2012
Job Budget Analyst at City of Austin
Industry Financial Services
Experience
City of Austin January 2015 - Present
Private Math Tutoring Services August 2007 - Present
Hewlett-Packard January 2013 - April 2014
Merrill Lynch May 2012 - August 2012
One Day Academy August 2010 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, QlikView, StatTools, PrecisionTree, @Risk, Data Analysis, Management, Training, Financial Analysis
Education
The University of Texas at Austin 2010 — 2012
Bachelor's Degree, Accounting and Finance, 3.76
Austin Community College 2008 — 2010
Undergraduate Coursework - Attended while in High School, General Studies, 4.0
St. Edward's University 2006 — 2008
Undergraduate Coursework - Attended while in High School, Mathematics, 3.25
City of Austin January 2015 - Present
Private Math Tutoring Services August 2007 - Present
Hewlett-Packard January 2013 - April 2014
Merrill Lynch May 2012 - August 2012
One Day Academy August 2010 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, QlikView, StatTools, PrecisionTree, @Risk, Data Analysis, Management, Training, Financial Analysis
Education
The University of Texas at Austin 2010 — 2012
Bachelor's Degree, Accounting and Finance, 3.76
Austin Community College 2008 — 2010
Undergraduate Coursework - Attended while in High School, General Studies, 4.0
St. Edward's University 2006 — 2008
Undergraduate Coursework - Attended while in High School, Mathematics, 3.25
Kelley Mobley's Merrill Lynch Experience December 2011 - October 2012
Job Territory Sales Representative at Consolidated Solar Technologies, LLC
Industry Renewables & Environment
Experience
Consolidated Solar Technologies, LLC November 2012 - Present
Merrill Lynch December 2011 - October 2012
Augusta Disposal and Recycling June 2010 - December 2011
Augusta State University August 2007 - December 2011
The NotWedding May 2011 - August 2011
Bonefish Grill January 2008 - May 2010
Skills
Event Planning, PowerPoint, Data Entry, Facebook, SPSS, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Research, Social Networking, Teamwork, Social Media, Spanish, Outlook, Public Speaking, Editing, Fundraising, QuickBooks, Event Management, Finance, Solar Energy
Education
Augusta State University 2007 — 2011
Communications, Public Relations, Business
Consolidated Solar Technologies, LLC November 2012 - Present
Merrill Lynch December 2011 - October 2012
Augusta Disposal and Recycling June 2010 - December 2011
Augusta State University August 2007 - December 2011
The NotWedding May 2011 - August 2011
Bonefish Grill January 2008 - May 2010
Skills
Event Planning, PowerPoint, Data Entry, Facebook, SPSS, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Research, Social Networking, Teamwork, Social Media, Spanish, Outlook, Public Speaking, Editing, Fundraising, QuickBooks, Event Management, Finance, Solar Energy
Education
Augusta State University 2007 — 2011
Communications, Public Relations, Business
Chris Purcell's Merrill Lynch Experience November 2009 - March 2010
Job Buyer | Men's Socks & Loungewear | Amazon
Industry Internet
Experience
Amazon January 2015 - Present
Amazon September 2013 - Present
Target February 2013 - August 2013
Target January 2011 - February 2013
Capital Mergers And Acquisitions, LLC March 2010 - November 2010
Merrill Lynch November 2009 - March 2010
Northwestern Mutual April 2009 - September 2009
Skills
Corporate Finance, Valuation, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Banking, Forecasting, Microsoft Excel, Finance, Research, Financial Statement..., Mergers, Data Analysis, Competitive Analysis, Inventory Management, Retail, Merchandising, Negotiation, Procurement, Strategy, Demand Forecasting
Education
Augsburg College 2006 — 2010
Bachelor of Arts, Finance & Economics
Amazon January 2015 - Present
Amazon September 2013 - Present
Target February 2013 - August 2013
Target January 2011 - February 2013
Capital Mergers And Acquisitions, LLC March 2010 - November 2010
Merrill Lynch November 2009 - March 2010
Northwestern Mutual April 2009 - September 2009
Skills
Corporate Finance, Valuation, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Banking, Forecasting, Microsoft Excel, Finance, Research, Financial Statement..., Mergers, Data Analysis, Competitive Analysis, Inventory Management, Retail, Merchandising, Negotiation, Procurement, Strategy, Demand Forecasting
Education
Augsburg College 2006 — 2010
Bachelor of Arts, Finance & Economics
Lorin Zavik Lorin Zavik's Merrill Lynch Experience September 2007 - March 2011
Job Office Manager at Mid Atlantic Manufacturing
Industry Wholesale
Experience
Mid Atlantic Manufacturing September 2012 - Present
Yukon Group, Inc. January 2012 - September 2012
Merrill Lynch September 2007 - March 2011
Skills
Customer Service, Microsoft Office, Leadership, Travel Arrangements, Training, Expense Reports, Administrative..., Calendaring, Executive Support, Expense Management, Spreadsheets, Office Management, QuickBooks, Skilled typist, Team-oriented, TeamViewer, Microsoft Office 2007, Salesforce.com, Negotiation, Confidentiality
Education
Averett University 2008 — 2010
Master's degree, Business Administration and Management, General
Eastern Mennonite University 1999 — 2003
Bachelor of Arts (B.A.), International Business
Mid Atlantic Manufacturing September 2012 - Present
Yukon Group, Inc. January 2012 - September 2012
Merrill Lynch September 2007 - March 2011
Skills
Customer Service, Microsoft Office, Leadership, Travel Arrangements, Training, Expense Reports, Administrative..., Calendaring, Executive Support, Expense Management, Spreadsheets, Office Management, QuickBooks, Skilled typist, Team-oriented, TeamViewer, Microsoft Office 2007, Salesforce.com, Negotiation, Confidentiality
Education
Averett University 2008 — 2010
Master's degree, Business Administration and Management, General
Eastern Mennonite University 1999 — 2003
Bachelor of Arts (B.A.), International Business
Vanessa Maduzia, MSW, Type 73 Vanessa Maduzia, MSW, Type 73's Merrill Lynch Experience July 2007 - November 2009
Job at
Industry Individual & Family Services
Experience
Community Access Naperville July 2013 - Present
Giant Steps February 2014 - May 2014
Easter Seals, Inc. October 2012 - July 2013
Giant Steps February 2012 - June 2012
Bank of America/Merrill Lynch May 2011 - September 2011
Ogden Elementary School August 2010 - June 2011
Adventist Hinsdale Hospital January 2010 - August 2010
Merrill Lynch July 2007 - November 2009
Elim Christian Services July 2006 - July 2007
Skills
Proficient in Microsoft..., Certified Rainbows..., Adolescents, Microsoft Word, Microsoft Excel, Group Therapy, Treatment, Therapists, Staff Development, Social Services, Case Managment, Non-profits, Community Outreach, Program Development, Internet Explorer, Mental Health, Teaching, Social Media, Fundraising, Public Speaking, Autism Spectrum..., Microsoft Office, PowerPoint, Event Planning, Program Evaluation, Behavior Management, Supervisory Skills, Volunteer Management, Grant Writing, Psychology, Outlook, Child Development, Crisis Intervention, Strategic Planning, Team Building, Customer Service, Training, Program Management, Administrative..., Budgets, Google Groups, Nonprofits
Education
Aurora University 2009 — 2011
MSW, Master of Social Work
Eastern Illinois University 2002 — 2006
BS, Family and Consumer Sciences
Community Access Naperville July 2013 - Present
Giant Steps February 2014 - May 2014
Easter Seals, Inc. October 2012 - July 2013
Giant Steps February 2012 - June 2012
Bank of America/Merrill Lynch May 2011 - September 2011
Ogden Elementary School August 2010 - June 2011
Adventist Hinsdale Hospital January 2010 - August 2010
Merrill Lynch July 2007 - November 2009
Elim Christian Services July 2006 - July 2007
Skills
Proficient in Microsoft..., Certified Rainbows..., Adolescents, Microsoft Word, Microsoft Excel, Group Therapy, Treatment, Therapists, Staff Development, Social Services, Case Managment, Non-profits, Community Outreach, Program Development, Internet Explorer, Mental Health, Teaching, Social Media, Fundraising, Public Speaking, Autism Spectrum..., Microsoft Office, PowerPoint, Event Planning, Program Evaluation, Behavior Management, Supervisory Skills, Volunteer Management, Grant Writing, Psychology, Outlook, Child Development, Crisis Intervention, Strategic Planning, Team Building, Customer Service, Training, Program Management, Administrative..., Budgets, Google Groups, Nonprofits
Education
Aurora University 2009 — 2011
MSW, Master of Social Work
Eastern Illinois University 2002 — 2006
BS, Family and Consumer Sciences
Carol Lee Roberts, CFP®'s Merrill Lynch Experience 2000 - 2001
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors October 2011 - October 2013
Jacob William Advisory March 2011 - September 2011
Dalton Education July 2009 - March 2011
CFP Board October 2007 - May 2009
DePaul University 2001 - 2007
Merrill Lynch 2000 - 2001
Merrill Lynch 2000 - 2001
Education
Augustana College 1973 — 1977
BS, Public Administration
DePaul University
MA, Financial Planning
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors October 2011 - October 2013
Jacob William Advisory March 2011 - September 2011
Dalton Education July 2009 - March 2011
CFP Board October 2007 - May 2009
DePaul University 2001 - 2007
Merrill Lynch 2000 - 2001
Merrill Lynch 2000 - 2001
Education
Augustana College 1973 — 1977
BS, Public Administration
DePaul University
MA, Financial Planning
Ryan Husmann Ryan Husmann's Merrill Lynch Experience June 2011 - August 2011
Job Partner at Husmann Homes
Industry Financial Services
Experience
Husmann Homes November 2013 - Present
RH Financial Investments July 2012 - Present
Dr. J Investments 2014 - 2014
East Coles Pty Ltd January 2013 - February 2013
City of Rock Island July 2012 - October 2012
Augustana College August 2011 - May 2012
Remax July 2011 - August 2011
Merrill Lynch June 2011 - August 2011
Remax Direct Commercial June 2010 - August 2010
Skills
Facebook, Financial Analysis, SAS, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Time Management, Access, Investments, Microsoft Office, Accounting, Research, Data Analysis, Tax Preparation, Teamwork, Microsoft Word, Sales, Spanish, Marketing, Investment Theory, Investment Selection, Photoshop, Real Estate, Real Estate Financing, Real Estate Development, Real Estate Transactions, Creative Real Estate..., Banking, Budgets, Outlook, Social Media, Finance, Critical Thinking, Leadership, Customer Service, Fundraising, Business Planning, Event Planning, Strategic Planning, Investment Properties, Entrepreneurship, Management
Education
Augustana College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics, and Accounting, 3.4
Husmann Homes November 2013 - Present
RH Financial Investments July 2012 - Present
Dr. J Investments 2014 - 2014
East Coles Pty Ltd January 2013 - February 2013
City of Rock Island July 2012 - October 2012
Augustana College August 2011 - May 2012
Remax July 2011 - August 2011
Merrill Lynch June 2011 - August 2011
Remax Direct Commercial June 2010 - August 2010
Skills
Facebook, Financial Analysis, SAS, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Time Management, Access, Investments, Microsoft Office, Accounting, Research, Data Analysis, Tax Preparation, Teamwork, Microsoft Word, Sales, Spanish, Marketing, Investment Theory, Investment Selection, Photoshop, Real Estate, Real Estate Financing, Real Estate Development, Real Estate Transactions, Creative Real Estate..., Banking, Budgets, Outlook, Social Media, Finance, Critical Thinking, Leadership, Customer Service, Fundraising, Business Planning, Event Planning, Strategic Planning, Investment Properties, Entrepreneurship, Management
Education
Augustana College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics, and Accounting, 3.4
Mahindra Rock, M.Ed Mahindra Rock, M.Ed's Merrill Lynch Experience 1997 - August 2011
Job Educator in Chesterfield County Public Schools
Industry Education Management
Experience
Waters Edge Village School August 2012 - July 2014
HCPS January 2012 - June 2012
Merrill Lynch 1997 - August 2011
Skills
Retirement Planning, Portfolio Management, Coaching, Wealth Management, Strategic Planning, Leadership, Public Speaking, Investments, Estate Planning, Financial Analysis, Series 7, Mutual Funds, Strategic Financial..., Multi-aged Teaching..., PowerSchool Training, Educational Technology, Educational Leadership, Volunteer Training, Volunteer Management, Reading Comprehension, Reading Intervention, Mathematics Education, Elementary Education, New Business Development, Finance, Insurance, Entrepreneurship, Staff Development, Leadership Development
Education
Penn State University 2010 — 2012
Master of Education (M.Ed.), Curriculum and Instruction
Averett University
Bachelor, Business Administration
University of Richmond
Teacher License, Elementary Education
Waters Edge Village School August 2012 - July 2014
HCPS January 2012 - June 2012
Merrill Lynch 1997 - August 2011
Skills
Retirement Planning, Portfolio Management, Coaching, Wealth Management, Strategic Planning, Leadership, Public Speaking, Investments, Estate Planning, Financial Analysis, Series 7, Mutual Funds, Strategic Financial..., Multi-aged Teaching..., PowerSchool Training, Educational Technology, Educational Leadership, Volunteer Training, Volunteer Management, Reading Comprehension, Reading Intervention, Mathematics Education, Elementary Education, New Business Development, Finance, Insurance, Entrepreneurship, Staff Development, Leadership Development
Education
Penn State University 2010 — 2012
Master of Education (M.Ed.), Curriculum and Instruction
Averett University
Bachelor, Business Administration
University of Richmond
Teacher License, Elementary Education
Dan Honan's Merrill Lynch Experience March 2010 - December 2014
Job Executive Vice President/ Wealth Management at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Merrill Lynch March 2010 - December 2014
Smith Barney 1986 - 2010
Skills
Portfolio Management, Retirement Planning, Investments, Financial Planning, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Research, Microsoft Word, PowerPoint, Photoshop, Teaching, HTML, College Education..., Annuities, Mutual Funds, Tax Free and Taxable..., Equities
Education
Babson College 1978 — 1982
Bachelor of Science (B.S.), Finance & Management
Cheverus High School 1974 — 1978
College Preparatory
Janney Montgomery Scott LLC January 2015 - Present
Merrill Lynch March 2010 - December 2014
Smith Barney 1986 - 2010
Skills
Portfolio Management, Retirement Planning, Investments, Financial Planning, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Research, Microsoft Word, PowerPoint, Photoshop, Teaching, HTML, College Education..., Annuities, Mutual Funds, Tax Free and Taxable..., Equities
Education
Babson College 1978 — 1982
Bachelor of Science (B.S.), Finance & Management
Cheverus High School 1974 — 1978
College Preparatory
Jeff Stahler Jeff Stahler's Merrill Lynch Experience October 2006 - March 2007
Job Sales Manager Distal Extremities & OrthoBiologics Orthopedic Solutions, Inc Arthrex
Industry Medical Devices
Experience
Orthopedic Solutions, Inc. September 2010 - Present
CTS Construction September 2008 - September 2010
Country Insurance & Financial Services May 2007 - September 2008
Merrill Lynch October 2006 - March 2007
Skills
Business Development, Management, Sales Management, Recruiting, Sourcing, Project Management, Human Resources, Finance, Portfolio Management, Construction, Investments, Interviews, Medical Devices, Medical Sales
Education
Augustana College 2003 — 2007
Business Administration, Finance, Marketing
Orthopedic Solutions, Inc. September 2010 - Present
CTS Construction September 2008 - September 2010
Country Insurance & Financial Services May 2007 - September 2008
Merrill Lynch October 2006 - March 2007
Skills
Business Development, Management, Sales Management, Recruiting, Sourcing, Project Management, Human Resources, Finance, Portfolio Management, Construction, Investments, Interviews, Medical Devices, Medical Sales
Education
Augustana College 2003 — 2007
Business Administration, Finance, Marketing
Andrew Eckhardt's Merrill Lynch Experience May 2004 - August 2004
Job Owner at Linda's Diet Delites
Industry Consumer Goods
Experience
Fundamental and Donna Toscana Chocolate March 2015 - Present
ThinSlim Foods 2010 - Present
Linda's Diet Delites December 2006 - Present
PartnerRe August 2008 - November 2009
Bridgewater Associates March 2006 - August 2008
Prudential Unlimited Realty June 2003 - December 2004
Merrill Lynch May 2004 - August 2004
Skills
Financial Risk, Pricing, Finance, Strategic Planning, Marketing Strategy, Investments, Asset Managment, Start-ups, Management, Budgets, Marketing, Business Development, Financial Modeling, Equities, Business Strategy, Business Planning, Valuation, Strategy, Financial Analysis, Entrepreneurship, Leadership, Executive Management, Strategic Financial..., Due Diligence, Sales, Small Business, Portfolio Management, Social Media Marketing, Venture Capital, Analytics, New Business Development, Hedge Funds, Mergers, Private Equity, Strategic Partnerships, Negotiation, Competitive Analysis, Market Research, Corporate Development, Restructuring, Trading, Emerging Markets, Management Consulting, Strategic Consulting
Education
Babson College 2001 — 2005
Bachelor of Science in Business Management
Fundamental and Donna Toscana Chocolate March 2015 - Present
ThinSlim Foods 2010 - Present
Linda's Diet Delites December 2006 - Present
PartnerRe August 2008 - November 2009
Bridgewater Associates March 2006 - August 2008
Prudential Unlimited Realty June 2003 - December 2004
Merrill Lynch May 2004 - August 2004
Skills
Financial Risk, Pricing, Finance, Strategic Planning, Marketing Strategy, Investments, Asset Managment, Start-ups, Management, Budgets, Marketing, Business Development, Financial Modeling, Equities, Business Strategy, Business Planning, Valuation, Strategy, Financial Analysis, Entrepreneurship, Leadership, Executive Management, Strategic Financial..., Due Diligence, Sales, Small Business, Portfolio Management, Social Media Marketing, Venture Capital, Analytics, New Business Development, Hedge Funds, Mergers, Private Equity, Strategic Partnerships, Negotiation, Competitive Analysis, Market Research, Corporate Development, Restructuring, Trading, Emerging Markets, Management Consulting, Strategic Consulting
Education
Babson College 2001 — 2005
Bachelor of Science in Business Management
Forbes Marsh's Merrill Lynch Experience April 2005 - January 2006
Job Partnerships
Industry Marketing and Advertising
Experience
MasterCard, Advisors August 2013 - February 2015
Visa (TrialPay, owned by Visa) April 2012 - August 2013
Conversant, Inc. April 2010 - September 2011
InfoGroup Interactive (formally Walter Karl Interactive) November 2008 - April 2010
Yahoo! July 2007 - January 2008
NetJets (Marquis Jet) January 2006 - June 2006
Merrill Lynch April 2005 - January 2006
Babson College 2005 - 2006
Skills
Media Strategy, Online Advertising, Account Management, Consulting, Entrepreneurship, Strategy, Direct Marketing, Online Lead Generation, Strategic Planning, Business Strategy, Team Management, Display Advertising, Direct Sales, Time Management, Digital Marketing, Business Development, Advertising, Recruiting, Integration, Marketing, Solution Selling, Sales Management, SaaS, Product Marketing
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate Program
Babson College 2004 — 2007
Bachelor's Degree
Cornell University 2002 — 2002
Harvard University 2001 — 2001
Advanced Studies Program
MasterCard, Advisors August 2013 - February 2015
Visa (TrialPay, owned by Visa) April 2012 - August 2013
Conversant, Inc. April 2010 - September 2011
InfoGroup Interactive (formally Walter Karl Interactive) November 2008 - April 2010
Yahoo! July 2007 - January 2008
NetJets (Marquis Jet) January 2006 - June 2006
Merrill Lynch April 2005 - January 2006
Babson College 2005 - 2006
Skills
Media Strategy, Online Advertising, Account Management, Consulting, Entrepreneurship, Strategy, Direct Marketing, Online Lead Generation, Strategic Planning, Business Strategy, Team Management, Display Advertising, Direct Sales, Time Management, Digital Marketing, Business Development, Advertising, Recruiting, Integration, Marketing, Solution Selling, Sales Management, SaaS, Product Marketing
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate Program
Babson College 2004 — 2007
Bachelor's Degree
Cornell University 2002 — 2002
Harvard University 2001 — 2001
Advanced Studies Program
Linnea Rounds's Merrill Lynch Experience January 2004 - June 2004
Job Registered Principal I at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
Ameriprise Financial Services, Inc. July 2008 - December 2009
Bernstein Global Wealth Management, Minneapolis April 2007 - February 2008
USBank August 2006 - April 2007
Thrivent Financial for Lutherans May 2004 - August 2006
Merrill Lynch January 2004 - June 2004
White Oaks Wealth Advisors, Minneapolis January 2003 - September 2003
Education
Augsburg College 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Ameriprise Financial January 2010 - Present
Ameriprise Financial Services, Inc. July 2008 - December 2009
Bernstein Global Wealth Management, Minneapolis April 2007 - February 2008
USBank August 2006 - April 2007
Thrivent Financial for Lutherans May 2004 - August 2006
Merrill Lynch January 2004 - June 2004
White Oaks Wealth Advisors, Minneapolis January 2003 - September 2003
Education
Augsburg College 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Dustin Haber's Merrill Lynch Experience
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
Augustana University (SD) 2001 — 2005
Merrill Lynch
Education
Augustana University (SD) 2001 — 2005
Armen Baburov's Merrill Lynch Experience April 1999 - September 2007
Job Contractor at Pfizer
Industry Computer Software
Mark Koppelmann, CFP®'s Merrill Lynch Experience October 1999 - October 2003
Job Financial Advisor
Industry Financial Services
Experience
Smith Barney October 2003 - Present
Merrill Lynch October 1999 - October 2003
Education
College for Financial Planning 2001 — 2004
Personal Financial Planning
Kennesaw State University 1999 — 2001
MBA, Business
The University of Georgia 1990 — 1993
BA, Psychology
Augusta State University 1989 — 1990
Smith Barney October 2003 - Present
Merrill Lynch October 1999 - October 2003
Education
College for Financial Planning 2001 — 2004
Personal Financial Planning
Kennesaw State University 1999 — 2001
MBA, Business
The University of Georgia 1990 — 1993
BA, Psychology
Augusta State University 1989 — 1990
Savitha Lakshmipathy's Merrill Lynch Experience July 2008 - Present
Job Sr Mainframe Programmer Analyst/Sr. Systems Analyst at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch July 2008 - Present
Cambridge Inc. September 2004 - May 2008
IMR /CGI inc. 1996 - 2000
Education
Bangalore University 1996 — 2000
B. M. S. College of Engineering 1992 — 1996
Engineering, Electronics and telecommunication
Merrill Lynch July 2008 - Present
Cambridge Inc. September 2004 - May 2008
IMR /CGI inc. 1996 - 2000
Education
Bangalore University 1996 — 2000
B. M. S. College of Engineering 1992 — 1996
Engineering, Electronics and telecommunication
Tate Chiles's Merrill Lynch Experience 2001 - 2002
Job Realtor at NB Elite Realty
Industry Real Estate
Experience
NB Elite Realty June 2015 - Present
Flowtron LLC July 2014 - Present
E Executive Realty Inc February 2015 - June 2015
Real November 2014 - February 2015
E-Executive Realty August 2010 - November 2014
Clearing Notes, LLC January 2011 - July 2014
Keller Williams Realty March 2006 - August 2010
HomeCity February 2005 - February 2006
Admiral Construction / TexSun Home Builders April 2003 - November 2004
Merrill Lynch 2001 - 2002
Skills
Real Estate, Investments, Investment Properties, New Home Sales, Strategic Planning, Sellers, Marketing, Sales, Foreclosures, Real Estate Transactions, Short Sales, First Time Home Buyers, Contract Negotiation, Listings, REO, Residential Homes, Investors, Commercial Real Estate, Real Estate Development, Single Family Homes, Finance, New Homes, Selling, Condos, Market Research, Property Management, Budgets, Apartments, Buyer Representation, Buyers, Rentals, Land Acquisition, Real Property, Relocation, Leases, Referrals
Education
The University of Texas at San Antonio 1992 — 1994
Master of Business Administration (MBA), Finance, General
Austin College 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
NB Elite Realty June 2015 - Present
Flowtron LLC July 2014 - Present
E Executive Realty Inc February 2015 - June 2015
Real November 2014 - February 2015
E-Executive Realty August 2010 - November 2014
Clearing Notes, LLC January 2011 - July 2014
Keller Williams Realty March 2006 - August 2010
HomeCity February 2005 - February 2006
Admiral Construction / TexSun Home Builders April 2003 - November 2004
Merrill Lynch 2001 - 2002
Skills
Real Estate, Investments, Investment Properties, New Home Sales, Strategic Planning, Sellers, Marketing, Sales, Foreclosures, Real Estate Transactions, Short Sales, First Time Home Buyers, Contract Negotiation, Listings, REO, Residential Homes, Investors, Commercial Real Estate, Real Estate Development, Single Family Homes, Finance, New Homes, Selling, Condos, Market Research, Property Management, Budgets, Apartments, Buyer Representation, Buyers, Rentals, Land Acquisition, Real Property, Relocation, Leases, Referrals
Education
The University of Texas at San Antonio 1992 — 1994
Master of Business Administration (MBA), Finance, General
Austin College 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Sudha K's Merrill Lynch Experience July 2005 - February 2007
Job Project Manager / Business Analyst at Bank of America, Merrill Lynch
Industry Financial Services
Experience
Bank of America January 2011 - Present
Bowne / RR Donelley March 2008 - December 2010
MMC March 2007 - February 2008
Merrill Lynch July 2005 - February 2007
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Business Process..., BPMN, Project Management, SDLC, Visio, Vendor Management, SharePoint, Agile Methodologies, SOA, ITIL, Training, Software Documentation
Education
B. M. S. College of Engineering
Engineer's Degree
Sri JayaChamrajendra College of Engineering
Master of Technology (M.Tech.)
Bank of America January 2011 - Present
Bowne / RR Donelley March 2008 - December 2010
MMC March 2007 - February 2008
Merrill Lynch July 2005 - February 2007
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Business Process..., BPMN, Project Management, SDLC, Visio, Vendor Management, SharePoint, Agile Methodologies, SOA, ITIL, Training, Software Documentation
Education
B. M. S. College of Engineering
Engineer's Degree
Sri JayaChamrajendra College of Engineering
Master of Technology (M.Tech.)
Josh Henningson's Merrill Lynch Experience January 2007 - May 2007
Job Lead Financial Analyst | GE Capital | MBA
Industry Financial Services
Experience
GE Capital April 2015 - Present
GE Capital February 2014 - April 2015
Carlson July 2012 - February 2014
Carlson November 2010 - July 2012
Carlson Wagonlit Travel October 2009 - November 2010
RYAN, HODGINS, & ASSOCIATES, CPAS., January 2009 - August 2009
Piper Jaffray May 2008 - August 2008
RBC May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Golden Valley Golf and Country Club May 2005 - September 2006
Skills
Financial Modeling, Cash Flow Forecasting, Cash Flow Statements, Financial Reporting, Budget, Forecasting, Financial Accounting, Financial Analysis, Accounting, Variance Analysis, Family Office, Essbase, Finance, Budgets, Cash Flow, Financial Forecasting
Education
University of St. Thomas - Opus College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Strategic Management
Augsburg College 2005 — 2008
B.A., Finance, Accounting
GE Capital April 2015 - Present
GE Capital February 2014 - April 2015
Carlson July 2012 - February 2014
Carlson November 2010 - July 2012
Carlson Wagonlit Travel October 2009 - November 2010
RYAN, HODGINS, & ASSOCIATES, CPAS., January 2009 - August 2009
Piper Jaffray May 2008 - August 2008
RBC May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Golden Valley Golf and Country Club May 2005 - September 2006
Skills
Financial Modeling, Cash Flow Forecasting, Cash Flow Statements, Financial Reporting, Budget, Forecasting, Financial Accounting, Financial Analysis, Accounting, Variance Analysis, Family Office, Essbase, Finance, Budgets, Cash Flow, Financial Forecasting
Education
University of St. Thomas - Opus College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Strategic Management
Augsburg College 2005 — 2008
B.A., Finance, Accounting
Crystal Parres's Merrill Lynch Experience 1994 - 1998
Job Senior Program Manager
Industry Program Development
Experience
United Stationers 2008 - Present
Washington Mutual 2003 - 2008
Medtronic 2001 - 2003
University of Northern Iowa 2000 - 2001
Merrill Lynch 1994 - 1998
GE Capital 1992 - 1994
Skills
Program Management, PMO, Six Sigma, Process Engineering, Management, Cross-functional Team..., Team Building, Process Improvement, Quality Assurance, Vendor Management, Change Management, Project Planning, Customer Experience, Team Leadership, Risk Management, Project Management, Project Portfolio..., Business Process..., PMP, SDLC, Business Process Design, Call Centers, Business Process...
Education
University of Northern Iowa 1998 — 2001
Bachelor's, Computer Science
Avila University 1985 — 1989
Bachelor's, Business Administration
United Stationers 2008 - Present
Washington Mutual 2003 - 2008
Medtronic 2001 - 2003
University of Northern Iowa 2000 - 2001
Merrill Lynch 1994 - 1998
GE Capital 1992 - 1994
Skills
Program Management, PMO, Six Sigma, Process Engineering, Management, Cross-functional Team..., Team Building, Process Improvement, Quality Assurance, Vendor Management, Change Management, Project Planning, Customer Experience, Team Leadership, Risk Management, Project Management, Project Portfolio..., Business Process..., PMP, SDLC, Business Process Design, Call Centers, Business Process...
Education
University of Northern Iowa 1998 — 2001
Bachelor's, Computer Science
Avila University 1985 — 1989
Bachelor's, Business Administration
Tobin Ayers CRPC®'s Merrill Lynch Experience February 2008 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2008 - Present
Morgan Keegan September 2004 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Portfolio Management, Series 63, Retirement, Financial Analysis, 401k, IRAs, Series 65, 401k Rollovers
Education
Auburn University, College of Business 1995 — 1998
Auburn High School 1992 — 1994
Merrill Lynch February 2008 - Present
Morgan Keegan September 2004 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Portfolio Management, Series 63, Retirement, Financial Analysis, 401k, IRAs, Series 65, 401k Rollovers
Education
Auburn University, College of Business 1995 — 1998
Auburn High School 1992 — 1994
Ramesh Lekkala's Merrill Lynch Experience
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch
Skills
Equities, Capital Markets, Fixed Income, Middle Office, Prime Brokerage, Securities, Trading Systems, Electronic Trading
Education
B. M. S. College of Engineering
Master of Engineering (M.Eng.), Electrical, Electronics and Communications Engineering
L.R.G. School
Sri Venkateswara University
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Vidyamandir English Medium School
Merrill Lynch
Skills
Equities, Capital Markets, Fixed Income, Middle Office, Prime Brokerage, Securities, Trading Systems, Electronic Trading
Education
B. M. S. College of Engineering
Master of Engineering (M.Eng.), Electrical, Electronics and Communications Engineering
L.R.G. School
Sri Venkateswara University
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Vidyamandir English Medium School
Connie Thomas's Merrill Lynch Experience 1980 - 1989
Job Coldwell Banker Residential Realtor
Industry Real Estate
Experience
Coldwell Banker Residential 2011 - Present
Coldwell Banker Residential Brokerage 1991 - Present
Prudential Texas Properties 1988 - 1991
Merrill Lynch 1980 - 1989
Skills
Sellers, First Time Home Buyers, Relocation, Buyer Representation, New Home Sales, Short Sales, Condos, Listings, Single Family Homes, Referrals, Foreclosures, Luxury
Education
Avila University
Bishop Miege H.S.
Coldwell Banker Residential 2011 - Present
Coldwell Banker Residential Brokerage 1991 - Present
Prudential Texas Properties 1988 - 1991
Merrill Lynch 1980 - 1989
Skills
Sellers, First Time Home Buyers, Relocation, Buyer Representation, New Home Sales, Short Sales, Condos, Listings, Single Family Homes, Referrals, Foreclosures, Luxury
Education
Avila University
Bishop Miege H.S.
Bren N. Brennan's Merrill Lynch Experience 1990 - 1992
Job 15 Year Wall Street Veteran. Expertise in Acquisition of MultiFamily Properties for Private REIT's.
Industry Real Estate
Experience
Berkshire Hathaway Home Services May 2015 - Present
MHP Management Group, LLC 2013 - Present
Capital Conversion Consultants 2003 - 2013
Provident Financial 1998 - 2002
Janney Montgomery Scott LLC 1995 - 1998
UBS Wealth Management 1992 - 1995
Merrill Lynch 1990 - 1992
Skills
Investment Properties, Negotiation, Real Estate Development, Investments, Real Estate, Multi Family Properties, Mobile Home Parks, mobile homes, REIT, Income Properties, Investment Analysis, Investor Relations, Real Estate Investment..., Sales, Investors, Mobile Homes, Valuation
Education
Harvard University 1991 — 1994
E-MBA, International Finance
Babson College 1986 — 1990
Bachelor of Science (BS), Investments and Securities
Babson College 1986 — 1990
Bachelor's degree, International Finance
Berkshire Hathaway Home Services May 2015 - Present
MHP Management Group, LLC 2013 - Present
Capital Conversion Consultants 2003 - 2013
Provident Financial 1998 - 2002
Janney Montgomery Scott LLC 1995 - 1998
UBS Wealth Management 1992 - 1995
Merrill Lynch 1990 - 1992
Skills
Investment Properties, Negotiation, Real Estate Development, Investments, Real Estate, Multi Family Properties, Mobile Home Parks, mobile homes, REIT, Income Properties, Investment Analysis, Investor Relations, Real Estate Investment..., Sales, Investors, Mobile Homes, Valuation
Education
Harvard University 1991 — 1994
E-MBA, International Finance
Babson College 1986 — 1990
Bachelor of Science (BS), Investments and Securities
Babson College 1986 — 1990
Bachelor's degree, International Finance
Austin Morgan's Merrill Lynch Experience August 2003 - October 2007
Job Employee Benefits Consultant
Industry Insurance
Experience
Assurance August 2015 - Present
Transamerica September 2012 - August 2015
Unum August 2009 - August 2012
Merrill Lynch August 2003 - October 2007
National City Bank 2003 - 2004
Skills
Sales, Insurance, Disability Insurance, Account Management, Sales Operations, Employee Benefits, Finance, Management, Voluntary Employee...
Education
Augustana College 2000 — 2003
BA, Finance
Assurance August 2015 - Present
Transamerica September 2012 - August 2015
Unum August 2009 - August 2012
Merrill Lynch August 2003 - October 2007
National City Bank 2003 - 2004
Skills
Sales, Insurance, Disability Insurance, Account Management, Sales Operations, Employee Benefits, Finance, Management, Voluntary Employee...
Education
Augustana College 2000 — 2003
BA, Finance
Nikola Nadazyova, MBA, LNHA's Merrill Lynch Experience May 2008 - August 2008
Job Administrator at Hillview Terrace Rehab Select
Industry Hospital & Health Care
Experience
Hillview Terrace Rehab Select September 2012 - Present
Freelance Speaker June 2006 - Present
American Healthcare Association January 2010 - 2012
Merrill Lynch May 2008 - August 2008
AUM PE Department January 2005 - August 2008
Skills
Financial & Operational..., Strategic Policy..., Process reengeneering, Strategic Public..., Marketing Operations, Community Education, Quality Patient Care, Quality Assurance, Training Management, Development Coaching, Data Analytics, Operational Cost..., Revenue Analysis, Accounts..., HIPAA, OSHA, Healthcare Management, Leadership Counseling, Leadership, Policy Analysis, Financial Modeling, Financial Reporting
Education
Alabama Nursing Home Association 2009 — 2012
Licensed Nursing Home Administrator, Health/Health Care Administration/Management
Auburn University at Montgomery 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Hillview Terrace Rehab Select September 2012 - Present
Freelance Speaker June 2006 - Present
American Healthcare Association January 2010 - 2012
Merrill Lynch May 2008 - August 2008
AUM PE Department January 2005 - August 2008
Skills
Financial & Operational..., Strategic Policy..., Process reengeneering, Strategic Public..., Marketing Operations, Community Education, Quality Patient Care, Quality Assurance, Training Management, Development Coaching, Data Analytics, Operational Cost..., Revenue Analysis, Accounts..., HIPAA, OSHA, Healthcare Management, Leadership Counseling, Leadership, Policy Analysis, Financial Modeling, Financial Reporting
Education
Alabama Nursing Home Association 2009 — 2012
Licensed Nursing Home Administrator, Health/Health Care Administration/Management
Auburn University at Montgomery 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Daniel Goldstein's Merrill Lynch Experience 2009 - 2009
Job Account Management at Sonian
Industry Information Technology and Services
Experience
Sonian September 2011 - Present
Babson College January 2010 - May 2010
Merrill Lynch 2009 - 2009
Gabelli Asset Management 2008 - 2008
Skills
Account Management, Cloud Computing, Business Strategy, SaaS, Start-ups, Channel Partners, Competitive Analysis, Entrepreneurship, Leadership, Strategic Partnerships, Business Development, Strategy, Direct Sales, Solution Selling, Enterprise Software, Salesforce.com, Market Research, Financial Analysis, GTD
Education
Babson College 2007 — 2011
BS, Business Management
Sonian September 2011 - Present
Babson College January 2010 - May 2010
Merrill Lynch 2009 - 2009
Gabelli Asset Management 2008 - 2008
Skills
Account Management, Cloud Computing, Business Strategy, SaaS, Start-ups, Channel Partners, Competitive Analysis, Entrepreneurship, Leadership, Strategic Partnerships, Business Development, Strategy, Direct Sales, Solution Selling, Enterprise Software, Salesforce.com, Market Research, Financial Analysis, GTD
Education
Babson College 2007 — 2011
BS, Business Management
Lee Rudolph's Merrill Lynch Experience
Job Vice President at Merrill Lynch Municipal Markets
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Series 63, Series 53, Bonds, Fixed Income, Capital Markets, Investments, Securities, Bloomberg
Education
Auburn University, College of Business
BS Management
Merrill Lynch
Skills
Series 7, Series 63, Series 53, Bonds, Fixed Income, Capital Markets, Investments, Securities, Bloomberg
Education
Auburn University, College of Business
BS Management
Caron Baugher's Merrill Lynch Experience September 1992 - January 2002
Job Owner at The Cats on Commerce
Industry Veterinary
Experience
The Cats on Commerce March 2014 - Present
Gateway Animal Care Group January 2011 - 2012
Merrill Lynch September 1992 - January 2002
Skills
Veterinary Medicine
Education
North Carolina State University 2006 — 2010
DVM, Veterinary Medicine
Austin Peay State University 2002 — 2005
BS, Agriculture, Biology, Chemistry
The Cats on Commerce March 2014 - Present
Gateway Animal Care Group January 2011 - 2012
Merrill Lynch September 1992 - January 2002
Skills
Veterinary Medicine
Education
North Carolina State University 2006 — 2010
DVM, Veterinary Medicine
Austin Peay State University 2002 — 2005
BS, Agriculture, Biology, Chemistry
Will Schulz's Merrill Lynch Experience June 2008 - April 2009
Job at
Industry Government Administration
Experience
Arizona Division Of Emergency Management January 2015 - Present
Arizona Division of Emergency Management June 2013 - December 2014
Arizona Division of Emergency Management August 2009 - May 2013
Merrill Lynch June 2008 - April 2009
City of Huntington Beach 2005 - 2005
Skills
Government, Policy, Community Outreach, Strategic Planning, Program Management, Emergency Management, Security, Crisis Management, Mergers & Acquisitions, Financial Analysis, Budgets, Risk Assessment, Risk Management, Nonprofits, Public Speaking, Program Development, Policy Analysis, Customer Service, Project Planning, Grant Writing, Project Management, Training, Public Policy, Banking, Community Development, Leadership
Education
Naval Postgraduate School 2012 — 2013
Master's degree, Homeland Defense & Security Studies
Azusa Pacific University 2003 — 2005
M.A., Organizational Leadership
California Polytechnic State University-San Luis Obispo 1994 — 1998
B.S., Business Administration
CdM 1990 — 1994
Arizona Division Of Emergency Management January 2015 - Present
Arizona Division of Emergency Management June 2013 - December 2014
Arizona Division of Emergency Management August 2009 - May 2013
Merrill Lynch June 2008 - April 2009
City of Huntington Beach 2005 - 2005
Skills
Government, Policy, Community Outreach, Strategic Planning, Program Management, Emergency Management, Security, Crisis Management, Mergers & Acquisitions, Financial Analysis, Budgets, Risk Assessment, Risk Management, Nonprofits, Public Speaking, Program Development, Policy Analysis, Customer Service, Project Planning, Grant Writing, Project Management, Training, Public Policy, Banking, Community Development, Leadership
Education
Naval Postgraduate School 2012 — 2013
Master's degree, Homeland Defense & Security Studies
Azusa Pacific University 2003 — 2005
M.A., Organizational Leadership
California Polytechnic State University-San Luis Obispo 1994 — 1998
B.S., Business Administration
CdM 1990 — 1994
Ramani Yadlapalli's Merrill Lynch Experience October 2009 - Present
Job VP, Team Leader, Quality Assurance at Merrill Lynch
Industry Utilities
Experience
Merrill Lynch October 2009 - Present
Exelon September 2009 - October 2009
Advanta January 2008 - July 2009
National City Bank August 2007 - November 2007
TSYS August 2003 - August 2007
Skills
Quality Assurance, Testing, Leadership, SDLC, User Acceptance Testing, Databases, Requirements Analysis, Quality Center, Business Analysis, Process Improvement, Software Project..., Test Management, Agile Methodologies, Test Automation
Education
Babasaheb Bhimrao Ambedkar University 2002 — 2004
Masters, Chemistry
Kendriya Vidyalaya 1980 — 1987
1987, Regular/General High School/Secondary Diploma Program
Merrill Lynch October 2009 - Present
Exelon September 2009 - October 2009
Advanta January 2008 - July 2009
National City Bank August 2007 - November 2007
TSYS August 2003 - August 2007
Skills
Quality Assurance, Testing, Leadership, SDLC, User Acceptance Testing, Databases, Requirements Analysis, Quality Center, Business Analysis, Process Improvement, Software Project..., Test Management, Agile Methodologies, Test Automation
Education
Babasaheb Bhimrao Ambedkar University 2002 — 2004
Masters, Chemistry
Kendriya Vidyalaya 1980 — 1987
1987, Regular/General High School/Secondary Diploma Program
Frances Noles's Merrill Lynch Experience March 1990 - June 1994
Job Senior Administrative Assistant at PCAOB
Industry Consumer Services
Experience
Public Company Accounting Oversight Board January 2010 - Present
Ernst & Young January 2001 - January 2009
Invest Financial March 1996 - January 2001
Merrill Lynch March 1990 - June 1994
Education
Augusta State University 1965 — 1969
Not Complete, Music major, education minor
Butler High School 1962 — 1965
Academic
Public Company Accounting Oversight Board January 2010 - Present
Ernst & Young January 2001 - January 2009
Invest Financial March 1996 - January 2001
Merrill Lynch March 1990 - June 1994
Education
Augusta State University 1965 — 1969
Not Complete, Music major, education minor
Butler High School 1962 — 1965
Academic
Bradley Hadraba's Merrill Lynch Experience Market Maker/TraderCBOE1997 - 2007
Job Financial Advisor at Merrill Lynch
Industry Facilities Services
Experience
Merrill Lynch Market Maker/TraderCBOE1997 - 2007
Education
Augsburg College 1992 — 1996
ba, Bio/chem, finance
culver 1990 — 1992
Merrill Lynch Market Maker/TraderCBOE1997 - 2007
Education
Augsburg College 1992 — 1996
ba, Bio/chem, finance
culver 1990 — 1992
Soujanya Rao's Merrill Lynch Experience August 2003 - December 2003
Job Computer Software Professional
Industry Computer Software
Experience
LPL Financial January 2007 - Present
Tata Consultancy Services December 2003 - January 2006
ING Bank , Netherlands September 2005 - October 2005
Alestra July 2005 - August 2005
Microsoft 2004 - 2005
Tata Consultancy Services February 2004 - August 2004
Merrill Lynch August 2003 - December 2003
TCS 2000 - 2001
Skills
Software Project..., Integration, Business Analysis, SDLC, EAI, CRM, Testing, Agile Project Management, Enterprise Software, Requirements Analysis, Agile Methodologies, Project Management, Information Technology, Software Development
Education
Babasaheb Bhimrao Ambedkar University 1996 — 2000
Bacherlors of Engineering, Computer Science
LPL Financial January 2007 - Present
Tata Consultancy Services December 2003 - January 2006
ING Bank , Netherlands September 2005 - October 2005
Alestra July 2005 - August 2005
Microsoft 2004 - 2005
Tata Consultancy Services February 2004 - August 2004
Merrill Lynch August 2003 - December 2003
TCS 2000 - 2001
Skills
Software Project..., Integration, Business Analysis, SDLC, EAI, CRM, Testing, Agile Project Management, Enterprise Software, Requirements Analysis, Agile Methodologies, Project Management, Information Technology, Software Development
Education
Babasaheb Bhimrao Ambedkar University 1996 — 2000
Bacherlors of Engineering, Computer Science
Vaughn Thomas, CPA's Merrill Lynch Experience 1997 - 1998
Job Experienced Finance and Accounting Leader
Industry Accounting
Experience
Clients include Crawford and Company, Munich Re, Windsor Health Group April 2012 - Present
ING October 2010 - March 2012
ING Advisors Network 2007 - October 2010
ING Advisors Network 2004 - 2007
ING Advisors Network 2001 - 2004
GAB Robins 1998 - 2001
Merrill Lynch 1997 - 1998
Skills
Strategic Financial..., Variance Analysis, Financial Accounting, Accounting, Forecasting, General Ledger, Financial Reporting, Auditing, Finance, Cash Management, Financial Modeling, Risk Management, SEC filings, Due Diligence, Account Reconciliation, Financial Statements, Investments, Analysis, Financial Risk, Management, Accruals, Executive Management, Fixed Assets, Income Statement, Mergers & Acquisitions, Internal Controls, Business Strategy, Process Improvement, Financial Audits, Financial Forecasting, Valuation, Capital Budgeting, Cash Flow, Consolidation, Budgets, Managerial Finance, IFRS, Operations Management, Treasury Management, Leadership, Corporate Finance, Internal Audit, CPA, Sarbanes-Oxley Act, Essbase, Accounts Payable, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
MBA, Finance
Auburn University, College of Business 1981 — 1985
BS, Finance
Clarkston HS 1977 — 1981
Clients include Crawford and Company, Munich Re, Windsor Health Group April 2012 - Present
ING October 2010 - March 2012
ING Advisors Network 2007 - October 2010
ING Advisors Network 2004 - 2007
ING Advisors Network 2001 - 2004
GAB Robins 1998 - 2001
Merrill Lynch 1997 - 1998
Skills
Strategic Financial..., Variance Analysis, Financial Accounting, Accounting, Forecasting, General Ledger, Financial Reporting, Auditing, Finance, Cash Management, Financial Modeling, Risk Management, SEC filings, Due Diligence, Account Reconciliation, Financial Statements, Investments, Analysis, Financial Risk, Management, Accruals, Executive Management, Fixed Assets, Income Statement, Mergers & Acquisitions, Internal Controls, Business Strategy, Process Improvement, Financial Audits, Financial Forecasting, Valuation, Capital Budgeting, Cash Flow, Consolidation, Budgets, Managerial Finance, IFRS, Operations Management, Treasury Management, Leadership, Corporate Finance, Internal Audit, CPA, Sarbanes-Oxley Act, Essbase, Accounts Payable, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
MBA, Finance
Auburn University, College of Business 1981 — 1985
BS, Finance
Clarkston HS 1977 — 1981
Mike McCollow's Merrill Lynch Experience September 2010 - May 2012
Job Partner at Maxwell Simon, Inc
Industry Financial Services
Experience
BSH Companies, Inc February 2010 - Present
Merrill Lynch September 2010 - May 2012
Fox Sports North 2007 - 2011
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Fixed Annuities, Uniform Combined State..., Investment Advisory, Saving for Education, Asset Managment, Asset Allocation, 401k Rollovers, Retirement, Investment Strategies, Investments, Series 65, Strategic Financial..., IRAs, Financial Advisory, Estate Planning, Alternative Investments
Education
Oklahoma State University 1989 — 1991
M.S. Education, Athletic Administration
Avila University 1984 — 1988
B.A. Communication, Electronic Media
John F. Kennedy High School 1983 — 1984
Thomas Jefferson High School 1980 — 1982
Nativity of Mary 1971 — 1980
BSH Companies, Inc February 2010 - Present
Merrill Lynch September 2010 - May 2012
Fox Sports North 2007 - 2011
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Fixed Annuities, Uniform Combined State..., Investment Advisory, Saving for Education, Asset Managment, Asset Allocation, 401k Rollovers, Retirement, Investment Strategies, Investments, Series 65, Strategic Financial..., IRAs, Financial Advisory, Estate Planning, Alternative Investments
Education
Oklahoma State University 1989 — 1991
M.S. Education, Athletic Administration
Avila University 1984 — 1988
B.A. Communication, Electronic Media
John F. Kennedy High School 1983 — 1984
Thomas Jefferson High School 1980 — 1982
Nativity of Mary 1971 — 1980
Samuel Soler-Conklin's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor/PMD Trainee at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2015 - Present
Bank of America April 2013 - Present
Bank of America April 2012 - April 2013
Bank of America December 2008 - March 2012
Skills
Inter-personal, Sales, Microsoft Excel, Customer Service, Management, Problem Solving, Banking, Risk Management, PowerPoint, Team Building, Microsoft Office, Analysis
Education
Azusa Pacific University 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Managment
Cal State San Bernardino 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch May 2015 - Present
Bank of America April 2013 - Present
Bank of America April 2012 - April 2013
Bank of America December 2008 - March 2012
Skills
Inter-personal, Sales, Microsoft Excel, Customer Service, Management, Problem Solving, Banking, Risk Management, PowerPoint, Team Building, Microsoft Office, Analysis
Education
Azusa Pacific University 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Managment
Cal State San Bernardino 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chris McVety's Merrill Lynch Experience June 2010 - September 2010
Job MBA Candidate at Columbia Business School
Industry Management Consulting
Experience
L.E.K. Consulting September 2013 - July 2015
Teach for America August 2011 - August 2013
Boston Preparatory Charter Public School August 2011 - August 2013
New Sector Alliance September 2010 - August 2011
MetroLacrosse, Inc. September 2010 - August 2011
Merrill Lynch June 2010 - September 2010
Hill Holliday September 2009 - December 2009
Skills
Business Strategy, Financial Analysis, Nonprofits, Fundraising, Public Speaking
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Boston University
Master of Education (MEd), Curriculum and Teaching
Babson College
Bachelor of Science (BS), Business Management, summa cum laude
L.E.K. Consulting September 2013 - July 2015
Teach for America August 2011 - August 2013
Boston Preparatory Charter Public School August 2011 - August 2013
New Sector Alliance September 2010 - August 2011
MetroLacrosse, Inc. September 2010 - August 2011
Merrill Lynch June 2010 - September 2010
Hill Holliday September 2009 - December 2009
Skills
Business Strategy, Financial Analysis, Nonprofits, Fundraising, Public Speaking
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Boston University
Master of Education (MEd), Curriculum and Teaching
Babson College
Bachelor of Science (BS), Business Management, summa cum laude
Chris Anders, CRPC®'s Merrill Lynch Experience July 2012 - August 2015
Job Financial Advisor at Virginia Asset Group
Industry Investment Management
Experience
Virginia Asset Group August 2015 - Present
Merrill Lynch July 2012 - August 2015
Wells Fargo Advisors March 2010 - July 2012
Wells Fargo July 1998 - March 2010
Skills
Investments, Investment Strategies, Series 7, Wealth Management, Fixed Annuities, Retirement, Series 63, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, IRAs, Uniform Combined State..., Financial Advisory, Finance
Education
Averett University
BBA, Business
Virginia Asset Group August 2015 - Present
Merrill Lynch July 2012 - August 2015
Wells Fargo Advisors March 2010 - July 2012
Wells Fargo July 1998 - March 2010
Skills
Investments, Investment Strategies, Series 7, Wealth Management, Fixed Annuities, Retirement, Series 63, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, IRAs, Uniform Combined State..., Financial Advisory, Finance
Education
Averett University
BBA, Business
Sherri Gantt's Merrill Lynch Experience October 1980 - November 1984
Job General Accounting Manager at Akzo Nobel Car Refinishes
Industry Automotive
Experience
Akzo Nobel Coatings Inc March 2001 - July 2015
Akzo Nobel Coatings Inc. May 2001 - March 2004
Procter & Gamble September 1998 - May 2001
H&R Block 1996 - 2000
Bank South N.A. November 1984 - October 1985
Merrill Lynch October 1980 - November 1984
Skills
Internal Audit, General Ledger, US GAAP, SAP Implementation, Business Process..., SAP ERP, Financial Audits, CPA, Hyperion Enterprise, Variance Analysis, External Audit, Managerial Finance, Management, Change Management, Finance, GAAP, Financial Modeling, Hyperion, Analysis, Microsoft Excel
Education
Augusta State University - College of Business Administration
BBA, Finance
Akzo Nobel Coatings Inc March 2001 - July 2015
Akzo Nobel Coatings Inc. May 2001 - March 2004
Procter & Gamble September 1998 - May 2001
H&R Block 1996 - 2000
Bank South N.A. November 1984 - October 1985
Merrill Lynch October 1980 - November 1984
Skills
Internal Audit, General Ledger, US GAAP, SAP Implementation, Business Process..., SAP ERP, Financial Audits, CPA, Hyperion Enterprise, Variance Analysis, External Audit, Managerial Finance, Management, Change Management, Finance, GAAP, Financial Modeling, Hyperion, Analysis, Microsoft Excel
Education
Augusta State University - College of Business Administration
BBA, Finance
Norman Spurlock's Merrill Lynch Experience June 1998 - August 2001
Job Territory Manager at Old Hickory Building, LLC (Virginia)
Industry Building Materials
Experience
Old Hickory Buildings, LLC September 2012 - Present
Charlie Obaugh Auto Group November 2011 - August 2012
Premium Insurance Services November 2007 - November 2011
Madison Financial, LLC September 2001 - November 2007
Merrill Lynch June 1998 - August 2001
Spurlock Industries, Inc July 1984 - May 1998
Skills
Sales, Negotiation, Selling, Account Management, Sales Management, Management, Strategic Planning, Leadership, Marketing, Budgets, Forecasting, Customer Retention
Education
Averett University
MBA, Business
Randolph-Macon College
BA, Economics and Business
Old Hickory Buildings, LLC September 2012 - Present
Charlie Obaugh Auto Group November 2011 - August 2012
Premium Insurance Services November 2007 - November 2011
Madison Financial, LLC September 2001 - November 2007
Merrill Lynch June 1998 - August 2001
Spurlock Industries, Inc July 1984 - May 1998
Skills
Sales, Negotiation, Selling, Account Management, Sales Management, Management, Strategic Planning, Leadership, Marketing, Budgets, Forecasting, Customer Retention
Education
Averett University
MBA, Business
Randolph-Macon College
BA, Economics and Business
Karen Anthony's Merrill Lynch Experience July 2004 - July 2009
Job Director Conversion Team at Green Tree Servicing
Industry Financial Services
Experience
Green Tree Servicing January 2013 - Present
Green Tree Servicing March 2010 - January 2013
Merrill Lynch July 2004 - July 2009
Merrill Lynch March 2003 - July 2004
United Airlines 2000 - 2003
GMAC - Residential Funding Corporation January 2001 - January 2002
GMAC Residential Funding Corporation 1991 - 2000
Hagen Systems 1990 - 1991
Pan American Airways 1986 - 1990
Skills
Vendor Management, Coaching, Loan Servicing
Education
Augsburg College 1994 — 1998
BA, International Business, Economics
Green Tree Servicing January 2013 - Present
Green Tree Servicing March 2010 - January 2013
Merrill Lynch July 2004 - July 2009
Merrill Lynch March 2003 - July 2004
United Airlines 2000 - 2003
GMAC - Residential Funding Corporation January 2001 - January 2002
GMAC Residential Funding Corporation 1991 - 2000
Hagen Systems 1990 - 1991
Pan American Airways 1986 - 1990
Skills
Vendor Management, Coaching, Loan Servicing
Education
Augsburg College 1994 — 1998
BA, International Business, Economics
Vijet M's Merrill Lynch Experience March 2012 - November 2013
Job Software Engineer at AppDynamics | APM
Industry Computer Software
Experience
AppDynamics December 2013 - Present
Merrill Lynch March 2012 - November 2013
CA Technologies May 2011 - August 2011
Ittiam Systems August 2007 - August 2010
Skills
C, C++, Java, Algorithms, Linux, Eclipse, Unix, XML, Embedded Systems, C#, .NET, Visual Studio, Operating Systems, Integration, jQuery
Education
Stony Brook University 2010 — 2011
Master of Science (MS), Computer Science, 3.6
B. M. S. College of Engineering 2003 — 2007
B.E, Computer Science
AppDynamics December 2013 - Present
Merrill Lynch March 2012 - November 2013
CA Technologies May 2011 - August 2011
Ittiam Systems August 2007 - August 2010
Skills
C, C++, Java, Algorithms, Linux, Eclipse, Unix, XML, Embedded Systems, C#, .NET, Visual Studio, Operating Systems, Integration, jQuery
Education
Stony Brook University 2010 — 2011
Master of Science (MS), Computer Science, 3.6
B. M. S. College of Engineering 2003 — 2007
B.E, Computer Science
Eric Ellingworth's Merrill Lynch Experience May 2009 - July 2009
Job Offensive Graduate Assistant Wide Receivers
Industry Sports
Experience
University of Florida July 2015 - Present
Hastings School District #200 June 2012 - June 2015
Sioux Falls School District August 2011 - August 2012
Brandon Valley Middle School January 2011 - May 2011
Merrill Lynch May 2009 - July 2009
Wells Fargo Financial May 2008 - August 2008
Skills
Teaching, Public Speaking, World History, Social Studies, Middle School, Classroom
Education
Augustana College (SD) 2006 — 2011
Bachelor of Arts (B.A.), Business Administration, Social Studies (History & Econ emphasis), Secondary Education
Redwood Valley High School, Redwood Falls, MN
University of Florida July 2015 - Present
Hastings School District #200 June 2012 - June 2015
Sioux Falls School District August 2011 - August 2012
Brandon Valley Middle School January 2011 - May 2011
Merrill Lynch May 2009 - July 2009
Wells Fargo Financial May 2008 - August 2008
Skills
Teaching, Public Speaking, World History, Social Studies, Middle School, Classroom
Education
Augustana College (SD) 2006 — 2011
Bachelor of Arts (B.A.), Business Administration, Social Studies (History & Econ emphasis), Secondary Education
Redwood Valley High School, Redwood Falls, MN
Kane Connell's Merrill Lynch Experience December 2005 - May 2006
Job AVP Retail Administration at Liberty Bank for Savings
Industry Banking
Experience
Liberty Bank for Savings June 2013 - Present
Liberty Bank for Savings August 2008 - June 2013
JPMorgan Chase July 2006 - January 2008
Merrill Lynch December 2005 - May 2006
Skills
Retail, Retail Banking, Mortgage Lending, Banking, Cash Management, Consumer Lending, Credit, Customer Service, Financial Analysis, Leadership, Loans, Management, Marketing, Risk Management, Sales, Strategic Planning
Education
ABA School of Bank Marketing & Management 2013 — 2014
Northern Illinois University 2011 — 2014
MBA
Augustana College 2002 — 2006
B.A, Management & Finance
Stillman Valley High School
Liberty Bank for Savings June 2013 - Present
Liberty Bank for Savings August 2008 - June 2013
JPMorgan Chase July 2006 - January 2008
Merrill Lynch December 2005 - May 2006
Skills
Retail, Retail Banking, Mortgage Lending, Banking, Cash Management, Consumer Lending, Credit, Customer Service, Financial Analysis, Leadership, Loans, Management, Marketing, Risk Management, Sales, Strategic Planning
Education
ABA School of Bank Marketing & Management 2013 — 2014
Northern Illinois University 2011 — 2014
MBA
Augustana College 2002 — 2006
B.A, Management & Finance
Stillman Valley High School
Annette Seaberg's Merrill Lynch Experience February 1980 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1980 - Present
Consulate General of Sweden April 2003 - January 2012
Education
Augustana College 1976 — 1979
B.A., Humanities; Foreign Language
Roosevelt University
Marketing Communications
Merrill Lynch February 1980 - Present
Consulate General of Sweden April 2003 - January 2012
Education
Augustana College 1976 — 1979
B.A., Humanities; Foreign Language
Roosevelt University
Marketing Communications
Judd Jenkins's Merrill Lynch Experience March 2008 - April 2009
Job Wealth Advisor
Industry Financial Services
Experience
Frost Bank December 2009 - March 2013
Merrill Lynch March 2008 - April 2009
Southwest Securities September 1998 - October 2005
Fidelity Investments August 1992 - September 1998
Skills
Equities, Series 7
Education
Austin College 1987 — 1991
BA, Economics
Frost Bank December 2009 - March 2013
Merrill Lynch March 2008 - April 2009
Southwest Securities September 1998 - October 2005
Fidelity Investments August 1992 - September 1998
Skills
Equities, Series 7
Education
Austin College 1987 — 1991
BA, Economics
Renae Spehn's Merrill Lynch Experience October 2014 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Michael Benoski's Merrill Lynch Experience October 2000 - December 2008
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch October 2000 - December 2008
Cincinnati Financial Corporation January 1990 - January 1999
Education
Auburn University, College of Business 1986 — 1989
BS, Finance
UBS December 2008 - Present
Merrill Lynch October 2000 - December 2008
Cincinnati Financial Corporation January 1990 - January 1999
Education
Auburn University, College of Business 1986 — 1989
BS, Finance
Dain Bufe's Merrill Lynch Experience February 1999 - July 2003
Job Condo/Boat Slip Appraiser at St Johns County Property Appraiser
Industry Government Administration
Experience
St Johns County Property Appraiser February 2009 - Present
St Johns County Property Appraiser October 2005 - February 2009
St Johns County Tax Collector November 2003 - October 2005
Merrill Lynch February 1999 - July 2003
Merrill Lynch June 1997 - February 1999
Merrill Lynch March 1994 - July 1997
Skills
Research, Analytical Abilities, Training Delivery
Education
Florida State University 1989 — 2003
BS, Economics, Business, Political Science
Augustana College 1988 — 1989
St Johns County Property Appraiser February 2009 - Present
St Johns County Property Appraiser October 2005 - February 2009
St Johns County Tax Collector November 2003 - October 2005
Merrill Lynch February 1999 - July 2003
Merrill Lynch June 1997 - February 1999
Merrill Lynch March 1994 - July 1997
Skills
Research, Analytical Abilities, Training Delivery
Education
Florida State University 1989 — 2003
BS, Economics, Business, Political Science
Augustana College 1988 — 1989
Eric Wigand's Merrill Lynch Experience May 2009 - August 2009
Job
Industry Financial Services
Experience
Waddell & Reed September 2010 - May 2011
YMCA March 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Education
Augustana College 2008 — 2010
B.A., Business Administration-Finance
Black Hawk College 2006 — 2008
Transfer Student
Waddell & Reed September 2010 - May 2011
YMCA March 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Education
Augustana College 2008 — 2010
B.A., Business Administration-Finance
Black Hawk College 2006 — 2008
Transfer Student
Carol Cummings's Merrill Lynch Experience March 1994 - March 2000
Job Vice President/Marketing Director at Alligator Tape
Industry
Experience
Alligator Tape March 2000 - Present
Prairie Capital Advisors, Inc. May 2001 - March 2010
Merrill Lynch March 1994 - March 2000
Skills
Competitive Analysis, Mergers & Acquisitions, Financial Analysis, Investments, Financial Modeling, Social Media, Public Speaking, Sell Side, LBO
Education
Augustana College
Business & Marketing
Alligator Tape March 2000 - Present
Prairie Capital Advisors, Inc. May 2001 - March 2010
Merrill Lynch March 1994 - March 2000
Skills
Competitive Analysis, Mergers & Acquisitions, Financial Analysis, Investments, Financial Modeling, Social Media, Public Speaking, Sell Side, LBO
Education
Augustana College
Business & Marketing
Allyson Martinez's Merrill Lynch Experience November 2012 - February 2013
Job Client Service Associate at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial November 2014 - Present
Ogilvy & Mather May 2013 - November 2014
UBS February 2013 - May 2013
Merrill Lynch November 2012 - February 2013
Morgan Stanley Wealth Management September 2012 - November 2012
Venture Business Research July 2012 - August 2012
Nor'wood Development May 2011 - August 2011
Peak Vista Community Health Centers May 2009 - August 2009
UNITED STATES AIR FORCE ACADEMY May 2008 - August 2008
Education
Augustana College 2009 — 2013
BA, Economics, Finance, Accounting
Mesirow Financial November 2014 - Present
Ogilvy & Mather May 2013 - November 2014
UBS February 2013 - May 2013
Merrill Lynch November 2012 - February 2013
Morgan Stanley Wealth Management September 2012 - November 2012
Venture Business Research July 2012 - August 2012
Nor'wood Development May 2011 - August 2011
Peak Vista Community Health Centers May 2009 - August 2009
UNITED STATES AIR FORCE ACADEMY May 2008 - August 2008
Education
Augustana College 2009 — 2013
BA, Economics, Finance, Accounting
Nelson Green's Merrill Lynch Experience September 2012 - January 2014
Job Operations Management
Industry Logistics and Supply Chain
Experience
Akebono Brake Corporation February 2014 - Present
Merrill Lynch September 2012 - January 2014
Ebonite International 1979 - August 2012
Skills
• Operations..., • Ability to balance..., • Lean Manufacturing,..., Create Production..., Business Development..., Economic..., Outstanding..., Microsoft Applications..., Strategic Planner, Business Development, Strategy, Continuous Improvement, Customer Service, Leadership, Lean Manufacturing, Management, Operations Management, Process Improvement, Project Planning, Strategic Planning, Team Building
Education
Murray State University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Austin Peay State University 1973 — 1977
Bachelor of Science (B.S.), Mathematics and Computer Science
Akebono Brake Corporation February 2014 - Present
Merrill Lynch September 2012 - January 2014
Ebonite International 1979 - August 2012
Skills
• Operations..., • Ability to balance..., • Lean Manufacturing,..., Create Production..., Business Development..., Economic..., Outstanding..., Microsoft Applications..., Strategic Planner, Business Development, Strategy, Continuous Improvement, Customer Service, Leadership, Lean Manufacturing, Management, Operations Management, Process Improvement, Project Planning, Strategic Planning, Team Building
Education
Murray State University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Austin Peay State University 1973 — 1977
Bachelor of Science (B.S.), Mathematics and Computer Science
Penny Sweeting's Merrill Lynch Experience April 1995 - June 2004
Job retired at Social Security Administration
Industry Government Administration
Experience
Retired to Florida Panhandle January 2005 - Present
Merrill Lynch April 1995 - June 2004
Education
Auburn University at Montgomery 1980 — 1983
MIT, Management Information Systems, General
Florida Atlantic University 1977 — 1978
BS, International Business
Retired to Florida Panhandle January 2005 - Present
Merrill Lynch April 1995 - June 2004
Education
Auburn University at Montgomery 1980 — 1983
MIT, Management Information Systems, General
Florida Atlantic University 1977 — 1978
BS, International Business
Alexx Franklin's Merrill Lynch Experience November 2006 - Present
Job Vice President Relationship Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Skills
Leadership, Team Building, Process Improvement, Strategic Planning, Public Speaking, Management, Inventory Management, Research, Social Media, Microsoft Office, Customer Service, Microsoft Excel, Photoshop, Microsoft Word, Training, Sales, PowerPoint
Education
Augusta State University
Bachelor's Degree
Merrill Lynch November 2006 - Present
Skills
Leadership, Team Building, Process Improvement, Strategic Planning, Public Speaking, Management, Inventory Management, Research, Social Media, Microsoft Office, Customer Service, Microsoft Excel, Photoshop, Microsoft Word, Training, Sales, PowerPoint
Education
Augusta State University
Bachelor's Degree
Matthew Stanford's Merrill Lynch Experience April 2005 - January 2009
Job Senior Software Engineer
Industry Capital Markets
Experience
Quantlab Financial, LLC November 2014 - Present
Learning Sabbatical June 2014 - Present
Quantlab Financial, LLC October 2011 - May 2014
Quantlab Financial, LLC May 2011 - October 2011
Quantlab Financial, LLC August 2009 - May 2011
Merrill Lynch April 2005 - January 2009
Skills
Trading, Trading Systems, Electronic Trading, Derivatives, Equities, Proprietary Trading, Options, Hedge Funds, Quantitative Finance, Fixed Income, Investment Banking, High Frequency Trading, Risk Management, VBA, Monte Carlo Simulation
Education
University of Houston 2003 — 2004
Bachelor's Degree, Economics, 3.97
Georgia State University 1999 — 2000
Mathematics and Finance, 3.67
Austin Community College 1993 — 1998
Mathematics, 3.6
The University of Texas at Austin 1993 — 1997
Mathematics, 1.3
Quantlab Financial, LLC November 2014 - Present
Learning Sabbatical June 2014 - Present
Quantlab Financial, LLC October 2011 - May 2014
Quantlab Financial, LLC May 2011 - October 2011
Quantlab Financial, LLC August 2009 - May 2011
Merrill Lynch April 2005 - January 2009
Skills
Trading, Trading Systems, Electronic Trading, Derivatives, Equities, Proprietary Trading, Options, Hedge Funds, Quantitative Finance, Fixed Income, Investment Banking, High Frequency Trading, Risk Management, VBA, Monte Carlo Simulation
Education
University of Houston 2003 — 2004
Bachelor's Degree, Economics, 3.97
Georgia State University 1999 — 2000
Mathematics and Finance, 3.67
Austin Community College 1993 — 1998
Mathematics, 3.6
The University of Texas at Austin 1993 — 1997
Mathematics, 1.3
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank