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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Nate Sensor Nate Sensor's Merrill Lynch Experience April 2006 - September 2006
Job Regional Sales Director, Midwest at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management December 2014 - Present
Nuveen Investments December 2006 - December 2014
Merrill Lynch April 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Mutual Funds, Series 7, Fixed Income, Series 65, Separately Managed..., Series 63, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 2001 — 2004
GW&K Investment Management December 2014 - Present
Nuveen Investments December 2006 - December 2014
Merrill Lynch April 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Mutual Funds, Series 7, Fixed Income, Series 65, Separately Managed..., Series 63, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 2001 — 2004
Tony Costello's Merrill Lynch Experience April 2012 - June 2014
Job Rule One Proteins
Industry Health, Wellness and Fitness
Experience
Rule One Proteins, LLC July 2014 - Present
Merrill Lynch April 2012 - June 2014
Northern Trust May 2011 - April 2012
Northern Trust May 2010 - August 2010
Credit Suisse May 2009 - August 2009
Credit Suisse May 2008 - August 2008
Skills
Investments, Private Banking, Financial Modeling, Wealth, Finance
Education
Indiana University Bloomington 2008 — 2012
BS, Management, Finance
Montini Catholic High School 2004 — 2008
Rule One Proteins, LLC July 2014 - Present
Merrill Lynch April 2012 - June 2014
Northern Trust May 2011 - April 2012
Northern Trust May 2010 - August 2010
Credit Suisse May 2009 - August 2009
Credit Suisse May 2008 - August 2008
Skills
Investments, Private Banking, Financial Modeling, Wealth, Finance
Education
Indiana University Bloomington 2008 — 2012
BS, Management, Finance
Montini Catholic High School 2004 — 2008
Jordan Hunter's Merrill Lynch Experience May 2012 - June 2014
Job Job Coach at Hattie Larlham
Industry Hospital & Health Care
Experience
Hattie Larlham May 2015 - Present
Indiana University Recreational Sports September 2013 - Present
Merrill Lynch May 2012 - June 2014
Skills
Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Retail Sales, Customer Service, Fundraising, Event Planning, Marketing, Public Speaking, Social Media, Access, Appointment Scheduling, Teamwork, Time Management, Research, Social Networking
Education
Indiana University Bloomington 2012 — 2016
Bachelor’s Degree, Health Care Management and Policy, Senior
Hattie Larlham May 2015 - Present
Indiana University Recreational Sports September 2013 - Present
Merrill Lynch May 2012 - June 2014
Skills
Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Retail Sales, Customer Service, Fundraising, Event Planning, Marketing, Public Speaking, Social Media, Access, Appointment Scheduling, Teamwork, Time Management, Research, Social Networking
Education
Indiana University Bloomington 2012 — 2016
Bachelor’s Degree, Health Care Management and Policy, Senior
Junjie Tian Junjie Tian's Merrill Lynch Experience August 2014 - January 2015
Job Loan Trade Closing Specialist at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC October 2015 - Present
Merrill Lynch August 2014 - January 2015
Office of International Affairs - IUPUI June 2013 - March 2014
Skills
Leadership, Finance, Day Trading, Bloomberg Terminal
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science in Business, Major: Finance Minor: Economics
Investment Banking Institute 2014 — 2014
4-week training
Washington State University 2009 — 2011
Bachelor of Science (B.S.), Chemistry
Cortland Capital Market Services LLC October 2015 - Present
Merrill Lynch August 2014 - January 2015
Office of International Affairs - IUPUI June 2013 - March 2014
Skills
Leadership, Finance, Day Trading, Bloomberg Terminal
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science in Business, Major: Finance Minor: Economics
Investment Banking Institute 2014 — 2014
4-week training
Washington State University 2009 — 2011
Bachelor of Science (B.S.), Chemistry
Zach Douglas's Merrill Lynch Experience May 2015 - Present
Job Team Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Kelley Student Diversity Council August 2014 - May 2015
Delta Tau Delta Fraternity - Beta Alpha March 2012 - May 2015
Kilroys on Kirkwood March 2012 - April 2015
Merrill Lynch May 2014 - August 2014
Kelley Student Diversity Council September 2012 - May 2014
Xtreme Trips July 2012 - October 2013
Bloomington Investment Properties Inc. June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, Accounting, English, Photoshop, Access, Financial Modeling, Time Management
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Business; Finance
Indianapolis Cathedral High School 2007 — 2011
Merrill Lynch May 2015 - Present
Kelley Student Diversity Council August 2014 - May 2015
Delta Tau Delta Fraternity - Beta Alpha March 2012 - May 2015
Kilroys on Kirkwood March 2012 - April 2015
Merrill Lynch May 2014 - August 2014
Kelley Student Diversity Council September 2012 - May 2014
Xtreme Trips July 2012 - October 2013
Bloomington Investment Properties Inc. June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, Accounting, English, Photoshop, Access, Financial Modeling, Time Management
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Business; Finance
Indianapolis Cathedral High School 2007 — 2011
JP Cline's Merrill Lynch Experience June 2014 - August 2014
Job Risk Advisory Intern at EY
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
Perkins Logistics June 2011 - August 2013
Bicycle Garage Indy October 2009 - May 2010
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Logistics, Transportation, Process Improvement, Access, Teamwork, Budgets, Time Management, Sales, Leadership, Financial Analysis, Strategic Planning, Management
Education
Indiana University Bloomington 2012 — 2016
Accounting and Technology Management
Hamilton Southeastern Highschool 2008 — 2012
Merrill Lynch June 2014 - August 2014
Perkins Logistics June 2011 - August 2013
Bicycle Garage Indy October 2009 - May 2010
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Logistics, Transportation, Process Improvement, Access, Teamwork, Budgets, Time Management, Sales, Leadership, Financial Analysis, Strategic Planning, Management
Education
Indiana University Bloomington 2012 — 2016
Accounting and Technology Management
Hamilton Southeastern Highschool 2008 — 2012
Gary Schwebach Gary Schwebach's Merrill Lynch Experience 1984 - 1986
Job Founder at Flatbed Tents Inc
Industry Market Research
Experience
The ISEE Consultancy August 2014 - Present
Flatbed Tents Inc 2013 - Present
MarketVision Research April 2014 - August 2014
G & S Research, Inc. June 1997 - April 2014
Latham & Watkins August 1990 - August 1992
Merrill Lynch 1984 - 1986
United States Navy 1977 - 1984
Skills
Marketing Strategy, Quantitative Research, Marketing Research, Customer Insight, Focus Groups, Business Development, Market Research, Qualitative Research, Strategic Planning, Marketing, Segmentation, Sales, Public Speaking, Positioning, SPSS, Competitive Analysis, Primary Research, Analytics, Competitive Intelligence
Education
Indiana University Bloomington 1992 — 1996
DBA, Marketing
University of California, Davis - School of Law 1987 — 1990
JD
Virginia Polytechnic Institute and State University 1980 — 1982
MA, Political Science
University of California, Riverside 1973 — 1977
BA, Political Science, Chinese Language
The ISEE Consultancy August 2014 - Present
Flatbed Tents Inc 2013 - Present
MarketVision Research April 2014 - August 2014
G & S Research, Inc. June 1997 - April 2014
Latham & Watkins August 1990 - August 1992
Merrill Lynch 1984 - 1986
United States Navy 1977 - 1984
Skills
Marketing Strategy, Quantitative Research, Marketing Research, Customer Insight, Focus Groups, Business Development, Market Research, Qualitative Research, Strategic Planning, Marketing, Segmentation, Sales, Public Speaking, Positioning, SPSS, Competitive Analysis, Primary Research, Analytics, Competitive Intelligence
Education
Indiana University Bloomington 1992 — 1996
DBA, Marketing
University of California, Davis - School of Law 1987 — 1990
JD
Virginia Polytechnic Institute and State University 1980 — 1982
MA, Political Science
University of California, Riverside 1973 — 1977
BA, Political Science, Chinese Language
Bonny J. Forrest, JD, Ph.D. Bonny J. Forrest, JD, Ph.D.'s Merrill Lynch Experience 1994 - 1995
Job Neuropsychologist ♦ Attorney ♦ Entrepreneur ♦ Speaker ♦ Author ♦ Media Commentator ♦ Researcher ♦ Consultant
Industry Mental Health Care
Experience
Project SKIP: Screening Kids for Intervention and Prevention projectskip.com 2011 - Present
Private Clinical and Consulting Psychology Practice (formerly Optimal Mental Health LLC) 2001 - Present
Alliant International University 2010 - 2015
San Diego Center for Children 2009 - 2010
Loyola Clinical Centers 2004 - 2006
National Institute of Mental Health Colombia University 2001 - 2003
Yale University Child Study Center and School of Medicine 2000 - 2001
Greentree Foundation 1998 - 2000
Shearman & Sterling LLP 1995 - 1998
Merrill Lynch 1994 - 1995
Skills
Program Development, Public Policy, Psychological Assessment, Legal Research, Program Evaluation, Statistics, SPSS, Community Outreach, Policy Analysis, Adolescents, CBT, Healthcare, Data Analysis, Treatment, Neuroscience, Policy, Family Therapy, Cognition, Group Therapy, Public Health, Human Rights, Crisis Intervention, Lecturing, Published Author, commentator, Psychology, Neuropsychology, Behavioral Health, Applied Behavior..., Conflict Resolution, Case Managment, Autism Spectrum..., Leadership, Pro Bono, Interventions, Learning Disabilities, Mental Health, Psychotherapy, Public Speaking, Case Management
Education
Teachers College of Columbia University 1994 — 2001
Doctor of Philosophy (Ph.D.), Psychology with emphasis in Pediatric Neuropsychology
Indiana University Bloomington 1983 — 1986
Doctor of Law (J.D.), Law
Purdue University 1980 — 1983
Bachelor of Arts (B.A.), Criminal Justice with Political Science concentration and honors in Sociology
Project SKIP: Screening Kids for Intervention and Prevention projectskip.com 2011 - Present
Private Clinical and Consulting Psychology Practice (formerly Optimal Mental Health LLC) 2001 - Present
Alliant International University 2010 - 2015
San Diego Center for Children 2009 - 2010
Loyola Clinical Centers 2004 - 2006
National Institute of Mental Health Colombia University 2001 - 2003
Yale University Child Study Center and School of Medicine 2000 - 2001
Greentree Foundation 1998 - 2000
Shearman & Sterling LLP 1995 - 1998
Merrill Lynch 1994 - 1995
Skills
Program Development, Public Policy, Psychological Assessment, Legal Research, Program Evaluation, Statistics, SPSS, Community Outreach, Policy Analysis, Adolescents, CBT, Healthcare, Data Analysis, Treatment, Neuroscience, Policy, Family Therapy, Cognition, Group Therapy, Public Health, Human Rights, Crisis Intervention, Lecturing, Published Author, commentator, Psychology, Neuropsychology, Behavioral Health, Applied Behavior..., Conflict Resolution, Case Managment, Autism Spectrum..., Leadership, Pro Bono, Interventions, Learning Disabilities, Mental Health, Psychotherapy, Public Speaking, Case Management
Education
Teachers College of Columbia University 1994 — 2001
Doctor of Philosophy (Ph.D.), Psychology with emphasis in Pediatric Neuropsychology
Indiana University Bloomington 1983 — 1986
Doctor of Law (J.D.), Law
Purdue University 1980 — 1983
Bachelor of Arts (B.A.), Criminal Justice with Political Science concentration and honors in Sociology
Jon Sobilo's Merrill Lynch Experience May 2015 - Present
Job Private Wealth Analyst Investments at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch Private Banking & Investment Group April 2015 - May 2015
Merrill Lynch July 2013 - April 2015
Kelley Student Diversity Council March 2012 - March 2013
Kelley Student Diversity Council July 2011 - February 2012
Skills
Statistics, modeling, Organizational Design, Financial Market..., Economics, Public Speaking, Leadership, Financial Analysis, Teamwork, Data Analysis, Finance, Investments
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Indiana University, College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics
Merrill Lynch May 2015 - Present
Merrill Lynch Private Banking & Investment Group April 2015 - May 2015
Merrill Lynch July 2013 - April 2015
Kelley Student Diversity Council March 2012 - March 2013
Kelley Student Diversity Council July 2011 - February 2012
Skills
Statistics, modeling, Organizational Design, Financial Market..., Economics, Public Speaking, Leadership, Financial Analysis, Teamwork, Data Analysis, Finance, Investments
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Indiana University, College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics
Douglas Haskin's Merrill Lynch Experience October 2010 - Present
Job Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Education
Indiana University Bloomington 1995 — 2000
Bachelor of Arts (BA), Political Science and Government
Brebeuf Jesuit 1991 — 1995
Merrill Lynch October 2010 - Present
Education
Indiana University Bloomington 1995 — 2000
Bachelor of Arts (BA), Political Science and Government
Brebeuf Jesuit 1991 — 1995
Matthew Thorndyke's Merrill Lynch Experience May 2014 - August 2014
Job Student at Indiana University
Industry Public Safety
Experience
Delta Air Lines June 2015 - July 2015
Merrill Lynch May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Chicagoland Pool Management May 2012 - August 2012
Chicagoland Pool Management May 2012 - August 2012
Six Flags June 2011 - August 2011
Skills
Microsoft Office, Salesforce.com, Windows, OS X, Public Speaking, Lacrosse, Red Cross Certified, Retail, Management
Education
Indiana University Bloomington 2012 — 2015
Bachelor's of Science in Public Affairs, Management
Barrington High School 2007 — 2011
General
Delta Air Lines June 2015 - July 2015
Merrill Lynch May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Chicagoland Pool Management May 2012 - August 2012
Chicagoland Pool Management May 2012 - August 2012
Six Flags June 2011 - August 2011
Skills
Microsoft Office, Salesforce.com, Windows, OS X, Public Speaking, Lacrosse, Red Cross Certified, Retail, Management
Education
Indiana University Bloomington 2012 — 2015
Bachelor's of Science in Public Affairs, Management
Barrington High School 2007 — 2011
General
Olivia Raymond's Merrill Lynch Experience May 2013 - August 2013
Job Assistant Financial Planner at Macy's
Industry Retail
Experience
Macy's September 2015 - Present
Macy's June 2015 - Present
Hallmark Cards May 2014 - August 2014
SEEDS Iceland May 2014 - June 2014
Merrill Lynch May 2013 - August 2013
Bloomington Swim Club September 2012 - April 2013
Lucky You Productions, LLC June 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Merchandise Planning, Marketing, Adobe Creative Suite, Graphic Design, Salesforce.com
Education
Indiana University Bloomington 2011 — 2015
Bachelor's degree, Kelley School of Business: Marketing
Macy's September 2015 - Present
Macy's June 2015 - Present
Hallmark Cards May 2014 - August 2014
SEEDS Iceland May 2014 - June 2014
Merrill Lynch May 2013 - August 2013
Bloomington Swim Club September 2012 - April 2013
Lucky You Productions, LLC June 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Merchandise Planning, Marketing, Adobe Creative Suite, Graphic Design, Salesforce.com
Education
Indiana University Bloomington 2011 — 2015
Bachelor's degree, Kelley School of Business: Marketing
Robert Nash's Merrill Lynch Experience May 1987 - October 1989
Job President Nash & Associates
Industry Investment Management
Experience
Nash & Associates March 2009 - Present
Morgan Stanley Smith Barney October 1989 - March 2009
Merrill Lynch May 1987 - October 1989
Skills
Mutual Funds, Asset Allocation, Wealth Management, Equities, Finance, Investment Advisory, Fixed Income, Series 7, Estate Planning, Small Business, ETFs, Trading, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Fixed Annuities, Investments, Derivatives, Series 24, Variable Annuities, Equity Indexed Annuities, Identity Theft..., Fee Based Investment..., Commission Based Trading, Portfolio Analysis..., I.R.A., Roth I.R.A., Rollover I.R.A., Eternal I.R.A., 72-T Distributions, 1035 Exchanges, 403(b) Plans, 401(k) Design &..., Monte Carlo Income..., Monthly Savings Plans, Retirement Planning, Office of Supervisory..., Publicly Traded..., Public Speaking, Customer Service, Strategic Planning, Management, Leadership, Nonprofits, Social Media, Marketing
Education
Indiana University Bloomington 1984 — 1987
Finance, S.P.E.A.
Nash & Associates March 2009 - Present
Morgan Stanley Smith Barney October 1989 - March 2009
Merrill Lynch May 1987 - October 1989
Skills
Mutual Funds, Asset Allocation, Wealth Management, Equities, Finance, Investment Advisory, Fixed Income, Series 7, Estate Planning, Small Business, ETFs, Trading, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Fixed Annuities, Investments, Derivatives, Series 24, Variable Annuities, Equity Indexed Annuities, Identity Theft..., Fee Based Investment..., Commission Based Trading, Portfolio Analysis..., I.R.A., Roth I.R.A., Rollover I.R.A., Eternal I.R.A., 72-T Distributions, 1035 Exchanges, 403(b) Plans, 401(k) Design &..., Monte Carlo Income..., Monthly Savings Plans, Retirement Planning, Office of Supervisory..., Publicly Traded..., Public Speaking, Customer Service, Strategic Planning, Management, Leadership, Nonprofits, Social Media, Marketing
Education
Indiana University Bloomington 1984 — 1987
Finance, S.P.E.A.
Megan Webster's Merrill Lynch Experience August 2005 - February 2008
Job Director at Mitsubishi UFJ Financial Group
Industry Banking
Experience
Mitsubishi UFJ Financial Group, Inc. October 2013 - Present
Union Bank January 2010 - October 2013
Union Bank October 2008 - January 2010
Merrill Lynch August 2005 - February 2008
JPMorgan Chase June 1999 - August 2005
Skills
Investment Banking, Private Equity, Banking, Equities, Capital Markets, Investments, Credit, Commercial Banking, Treasury Management, Corporate Finance, Financial Analysis
Education
Indiana University - Kelley School of Business 1995 — 1999
Finance, International Studies
Mitsubishi UFJ Financial Group, Inc. October 2013 - Present
Union Bank January 2010 - October 2013
Union Bank October 2008 - January 2010
Merrill Lynch August 2005 - February 2008
JPMorgan Chase June 1999 - August 2005
Skills
Investment Banking, Private Equity, Banking, Equities, Capital Markets, Investments, Credit, Commercial Banking, Treasury Management, Corporate Finance, Financial Analysis
Education
Indiana University - Kelley School of Business 1995 — 1999
Finance, International Studies
Herana-Daze Jones's Merrill Lynch Experience December 2012 - March 2013
Job MBA Candidate at Krannert School of Management, Purdue University
Industry Higher Education
Experience
Intel Corporation August 2015 - Present
Lowe's Companies, Inc. May 2014 - August 2014
Purdue University 2013 - 2014
CBRE March 2013 - June 2013
Merrill Lynch December 2012 - March 2013
Herana-daze Jones Foundation Fund January 2007 - January 2013
Cummins Power Generation January 2012 - June 2012
Denver Broncos October 2008 - July 2009
Cincinnati Bengals May 2005 - December 2008
Flying Colors January 2006 - July 2006
Skills
Strategic Planning, Program Management, Entrepreneurship, Budgets, Public Speaking, Leadership, Microsoft Excel, Marketing, PowerPoint, Nonprofits, Project Management, Marketing Strategy, Microsoft Office, Microsoft Word, Community Outreach, Fundraising, Team Building, Financial Analysis, Negotiation, Financial Modeling, TM1, PeopleSoft, Impairment, Valuation, Event Planning, Management
Education
Purdue 2013 — 2015
Master of Business Administration (MBA), Finance and Marketing
Indiana University Bloomington 2000 — 2004
B.S, Sports Marketing and Management
Northwestern Kellogg School of Management Executive
Intel Corporation August 2015 - Present
Lowe's Companies, Inc. May 2014 - August 2014
Purdue University 2013 - 2014
CBRE March 2013 - June 2013
Merrill Lynch December 2012 - March 2013
Herana-daze Jones Foundation Fund January 2007 - January 2013
Cummins Power Generation January 2012 - June 2012
Denver Broncos October 2008 - July 2009
Cincinnati Bengals May 2005 - December 2008
Flying Colors January 2006 - July 2006
Skills
Strategic Planning, Program Management, Entrepreneurship, Budgets, Public Speaking, Leadership, Microsoft Excel, Marketing, PowerPoint, Nonprofits, Project Management, Marketing Strategy, Microsoft Office, Microsoft Word, Community Outreach, Fundraising, Team Building, Financial Analysis, Negotiation, Financial Modeling, TM1, PeopleSoft, Impairment, Valuation, Event Planning, Management
Education
Purdue 2013 — 2015
Master of Business Administration (MBA), Finance and Marketing
Indiana University Bloomington 2000 — 2004
B.S, Sports Marketing and Management
Northwestern Kellogg School of Management Executive
Ian Krotinsky's Merrill Lynch Experience June 2009 - August 2009
Job Program Trader at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
Halcyon Asset Management June 2011 - August 2011
Investors Capital June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2010 — 2014
Goldman Sachs June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
Halcyon Asset Management June 2011 - August 2011
Investors Capital June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2010 — 2014
Jonathan Thorsell's Merrill Lynch Experience June 2013 - August 2013
Job Global Treasury Analyst at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - August 2013
Northwestern Mutual Financial Network March 2012 - December 2012
Vector Marketing June 2011 - September 2011
Palatine Park District 2006 - 2009
Skills
Customer Service, Financial Analysis, Sales, Cold Calling, Direct Sales, Marketing, Microsoft Excel, Investments, Insurance, Budgets, Retirement Planning, Microsoft Office, Leadership, PowerPoint, Coaching, Teamwork, Microsoft Word, Public Speaking
Education
Indiana University Bloomington 2010 — 2014
Economics, Graduated Class of 2014
Bank of America Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - August 2013
Northwestern Mutual Financial Network March 2012 - December 2012
Vector Marketing June 2011 - September 2011
Palatine Park District 2006 - 2009
Skills
Customer Service, Financial Analysis, Sales, Cold Calling, Direct Sales, Marketing, Microsoft Excel, Investments, Insurance, Budgets, Retirement Planning, Microsoft Office, Leadership, PowerPoint, Coaching, Teamwork, Microsoft Word, Public Speaking
Education
Indiana University Bloomington 2010 — 2014
Economics, Graduated Class of 2014
Matt Roop Matt Roop's Merrill Lynch Experience 1998 - 2001
Job Advisor at Deerfield Financial Advisors
Industry Investment Management
Experience
Deerfield Financial Advisors April 2015 - Present
Catalyst Financial Consulting, LLC January 2014 - April 2015
Premier Fence of Indiana, LLC September 2012 - February 2014
Capitol City Fence Co, Inc. January 2007 - August 2011
Bedel Financial Consulting September 2004 - October 2006
Charles Schwab 2001 - 2002
Merrill Lynch 1998 - 2001
Charles Schwab 1997 - 1998
Education
The George Washington University - School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Investments
CFP Board
CERTIFIED FINANCIAL PLANNER™
Indiana University Bloomington 1991 — 1995
Bachelor of Science (BS), Nuclear Medical Technology/Technologist
Heritage High School - Fort Wayne 1987 — 1991
Deerfield Financial Advisors April 2015 - Present
Catalyst Financial Consulting, LLC January 2014 - April 2015
Premier Fence of Indiana, LLC September 2012 - February 2014
Capitol City Fence Co, Inc. January 2007 - August 2011
Bedel Financial Consulting September 2004 - October 2006
Charles Schwab 2001 - 2002
Merrill Lynch 1998 - 2001
Charles Schwab 1997 - 1998
Education
The George Washington University - School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Investments
CFP Board
CERTIFIED FINANCIAL PLANNER™
Indiana University Bloomington 1991 — 1995
Bachelor of Science (BS), Nuclear Medical Technology/Technologist
Heritage High School - Fort Wayne 1987 — 1991
Alex Childs Alex Childs's Merrill Lynch Experience March 2012 - August 2012
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
Lazard May 2014 - July 2014
Bistate Pool Management March 2012 - September 2012
Merrill Lynch March 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Equities, PowerPoint, Portfolio Management, Economics, Chinese, Data Analysis, Financial Analysis
Education
Indiana University Bloomington 2011 — 2015
Bachelor's degree, Finance, Chinese (Mandarin)
Princeton University 2013 — 2013
Princeton in Beijing - 4th Year Mandarin Chinese
St. Louis University High
Lazard June 2015 - Present
Lazard May 2014 - July 2014
Bistate Pool Management March 2012 - September 2012
Merrill Lynch March 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Equities, PowerPoint, Portfolio Management, Economics, Chinese, Data Analysis, Financial Analysis
Education
Indiana University Bloomington 2011 — 2015
Bachelor's degree, Finance, Chinese (Mandarin)
Princeton University 2013 — 2013
Princeton in Beijing - 4th Year Mandarin Chinese
St. Louis University High
Tiffany Yim Tiffany Yim's Merrill Lynch Experience September 2009 - May 2010
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton August 2011 - Present
George Washington University September 2009 - July 2011
George Washington University January 2010 - December 2010
Merrill Lynch September 2009 - May 2010
George Washington University September 2008 - May 2009
Skills
Microsoft Office, iThink, ARENA, Minitab, SAS, SPSS, Java, Leadership, Management Consulting, Analytics, Research, Community Outreach, Analysis, Arena Simulation..., Policy, Government, Statistics, Social Media
Education
The George Washington University 2007 — 2011
Bachelor of Science, Systems Engineering
Indiana University Bloomington
Graduate Certificate in Business Analytics
Booz Allen Hamilton August 2011 - Present
George Washington University September 2009 - July 2011
George Washington University January 2010 - December 2010
Merrill Lynch September 2009 - May 2010
George Washington University September 2008 - May 2009
Skills
Microsoft Office, iThink, ARENA, Minitab, SAS, SPSS, Java, Leadership, Management Consulting, Analytics, Research, Community Outreach, Analysis, Arena Simulation..., Policy, Government, Statistics, Social Media
Education
The George Washington University 2007 — 2011
Bachelor of Science, Systems Engineering
Indiana University Bloomington
Graduate Certificate in Business Analytics
Mihir Patel's Merrill Lynch Experience 2007 - 2009
Job Managing Director at Odeon Capital Group LLC
Industry Financial Services
Experience
Odeon Capital Group LLC 2012 - Present
The PrinceRidge Group 2010 - 2012
Merrill Lynch 2007 - 2009
Goldman Sachs 2005 - 2007
Goldman Sachs 2004 - 2004
Skills
Fixed Income, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Credit Derivatives, Structured Finance, Equities, Bonds, ABS, Series 7, CDS, Trading, Portfolio Management, Investments, Valuation, Financial Modeling, Series 63, Series 24, Computer Science, Discrete Mathematics, Abstract Algebra
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S. Business Administration, Finance, International Studies
Indiana University Bloomington - College of Arts and Sciences 2001 — 2005
B.S. Mathematics Program I, French Minor
Indiana University Bloomington - College of Arts and Sciences 2001 — 2005
B.A. Economics, Psychology Minor
Indiana University Bloomington - School of Computing and Informatics 2001 — 2005
B.S. Computer Science
Odeon Capital Group LLC 2012 - Present
The PrinceRidge Group 2010 - 2012
Merrill Lynch 2007 - 2009
Goldman Sachs 2005 - 2007
Goldman Sachs 2004 - 2004
Skills
Fixed Income, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Credit Derivatives, Structured Finance, Equities, Bonds, ABS, Series 7, CDS, Trading, Portfolio Management, Investments, Valuation, Financial Modeling, Series 63, Series 24, Computer Science, Discrete Mathematics, Abstract Algebra
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S. Business Administration, Finance, International Studies
Indiana University Bloomington - College of Arts and Sciences 2001 — 2005
B.S. Mathematics Program I, French Minor
Indiana University Bloomington - College of Arts and Sciences 2001 — 2005
B.A. Economics, Psychology Minor
Indiana University Bloomington - School of Computing and Informatics 2001 — 2005
B.S. Computer Science
Ray Rhoades's Merrill Lynch Experience June 2004 - May 2010
Job CFP®, CRPC® , Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2010 - Present
Merrill Lynch June 2004 - May 2010
Klein Bank and Trust Company June 2001 - 2004
Skills
Investments, Strategic Financial..., Finance, Financial Planning, Securities, Financial Advisory, Retirement Planning, Financial Services, Financial Analysis, Series 7, Wealth, Investment Management, Retirement, Wealth Management, Financial Risk, Strategic Planning, Microsoft Excel
Education
Indiana University Bloomington 1972 — 1976
Bachelor of Arts (BA), Psychology
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2010 - Present
Merrill Lynch June 2004 - May 2010
Klein Bank and Trust Company June 2001 - 2004
Skills
Investments, Strategic Financial..., Finance, Financial Planning, Securities, Financial Advisory, Retirement Planning, Financial Services, Financial Analysis, Series 7, Wealth, Investment Management, Retirement, Wealth Management, Financial Risk, Strategic Planning, Microsoft Excel
Education
Indiana University Bloomington 1972 — 1976
Bachelor of Arts (BA), Psychology
Ronald Winski's Merrill Lynch Experience December 1990 - February 2012
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2012 - Present
Merrill Lynch December 1990 - February 2012
Merrill Lynch December 1990 - February 2012
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Investment Advisory, Alternative Investments, Investment Strategies, Securities, ETFs, Portfolio Management, Fixed Income, Retirement
Education
Indiana University Bloomington 1969 — 1973
Bachelor's degree, Finance and Economics
Elston Sr. High 1967 — 1969
Culver Military Academy 1965 — 1967
Wells Fargo Advisors, LLC February 2012 - Present
Merrill Lynch December 1990 - February 2012
Merrill Lynch December 1990 - February 2012
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Investment Advisory, Alternative Investments, Investment Strategies, Securities, ETFs, Portfolio Management, Fixed Income, Retirement
Education
Indiana University Bloomington 1969 — 1973
Bachelor's degree, Finance and Economics
Elston Sr. High 1967 — 1969
Culver Military Academy 1965 — 1967
Jeffrey Peragallo's Merrill Lynch Experience October 2012 - May 2015
Job Branch Examiner at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Merrill Lynch October 2012 - May 2015
Johnson & Johnson May 2011 - August 2011
Ameripack Inc May 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Financial Modeling, Accounting, Access, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Wealth Management, Securities, Trading, Series 7, Finance, Strategic Financial..., Data Analysis, Accounts Payable, Bloomberg, Time Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance, Accounting
UBS May 2015 - Present
Merrill Lynch October 2012 - May 2015
Johnson & Johnson May 2011 - August 2011
Ameripack Inc May 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Financial Modeling, Accounting, Access, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Wealth Management, Securities, Trading, Series 7, Finance, Strategic Financial..., Data Analysis, Accounts Payable, Bloomberg, Time Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance, Accounting
Tanner Brawley's Merrill Lynch Experience March 2008 - November 2010
Job Investor Relations at Brauvin Real Estate
Industry Real Estate
Experience
Brauvin Real Estate July 2012 - Present
Blackburn Capital Management January 2011 - May 2012
Merrill Lynch March 2008 - November 2010
Skills
Series 7, Equities, Financial Modeling, Marketing, Investments, Salesforce.com, Asset Management
Education
Indiana University - Kelley School of Business
Brauvin Real Estate July 2012 - Present
Blackburn Capital Management January 2011 - May 2012
Merrill Lynch March 2008 - November 2010
Skills
Series 7, Equities, Financial Modeling, Marketing, Investments, Salesforce.com, Asset Management
Education
Indiana University - Kelley School of Business
Mark T. Smith's Merrill Lynch Experience June 2006 - September 2006
Job Product Specialist at NASDAQ OMX
Industry Capital Markets
Experience
NASDAQ OMX January 2014 - Present
GC Pivotal LLC April 2013 - December 2013
Freelancer November 2011 - April 2013
TSFG LLC March 2008 - August 2009
Blair Television May 2007 - March 2008
Merrill Lynch June 2006 - September 2006
Skills
Valuation, Financial Modeling, Economics, Financial Analysis, Emerging Markets, Business Valuation, Venture Capital, Equity Valuation, Investments, Quantitative Analytics, Analysis, Financial Management, Quantitative Analysis, DCF, Econometrics, Statistics, R, Due Diligence, Quantitative Finance, Spatial Analysis, Project Management, GIS Modeling, Product Development, Business Development, Market Research, Strategy, Finance, Trading, Investment Banking, Bloomberg, Commodity, Private Equity, Capital Markets, Corporate Finance, Hedge Funds, Financial Markets, Derivatives, Fixed Income, Portfolio Management, Equities, Analytics, Business Strategy
Education
Indiana University Bloomington
Bachelor of Science, Financial Management
Valparaiso University
Master of Science, International Economics and Finance
NASDAQ OMX January 2014 - Present
GC Pivotal LLC April 2013 - December 2013
Freelancer November 2011 - April 2013
TSFG LLC March 2008 - August 2009
Blair Television May 2007 - March 2008
Merrill Lynch June 2006 - September 2006
Skills
Valuation, Financial Modeling, Economics, Financial Analysis, Emerging Markets, Business Valuation, Venture Capital, Equity Valuation, Investments, Quantitative Analytics, Analysis, Financial Management, Quantitative Analysis, DCF, Econometrics, Statistics, R, Due Diligence, Quantitative Finance, Spatial Analysis, Project Management, GIS Modeling, Product Development, Business Development, Market Research, Strategy, Finance, Trading, Investment Banking, Bloomberg, Commodity, Private Equity, Capital Markets, Corporate Finance, Hedge Funds, Financial Markets, Derivatives, Fixed Income, Portfolio Management, Equities, Analytics, Business Strategy
Education
Indiana University Bloomington
Bachelor of Science, Financial Management
Valparaiso University
Master of Science, International Economics and Finance
Joe Reynolds's Merrill Lynch Experience August 2005 - August 2007
Job BDO at First Bank Financial Centre
Industry Financial Services
Experience
First Bank Financial Centre December 2014 - Present
SBA 7A Law Group October 2014 - December 2014
SBA Capital Group May 2014 - September 2014
banc-serv PARTNERS, LLC February 2013 - April 2014
VRX Benefit Group October 2011 - February 2013
Reynolds Insurance Group March 2011 - February 2013
Logan Stone Capital January 2011 - August 2011
Allstate Financial April 2008 - March 2011
Merrill Lynch August 2005 - August 2007
Skills
Investments, Financial Planning, Insurance, Wealth Management, Risk Management, Business Strategy, Accounting, Banking, Business Development, Commercial Banking, Credit, Loans, Finance, New Business Development, Portfolio Management, Retirement Planning, Small Business, Small Business Lending, Strategic Financial...
Education
Indiana University Bloomington 1991 — 1995
Business
Tipton High School
First Bank Financial Centre December 2014 - Present
SBA 7A Law Group October 2014 - December 2014
SBA Capital Group May 2014 - September 2014
banc-serv PARTNERS, LLC February 2013 - April 2014
VRX Benefit Group October 2011 - February 2013
Reynolds Insurance Group March 2011 - February 2013
Logan Stone Capital January 2011 - August 2011
Allstate Financial April 2008 - March 2011
Merrill Lynch August 2005 - August 2007
Skills
Investments, Financial Planning, Insurance, Wealth Management, Risk Management, Business Strategy, Accounting, Banking, Business Development, Commercial Banking, Credit, Loans, Finance, New Business Development, Portfolio Management, Retirement Planning, Small Business, Small Business Lending, Strategic Financial...
Education
Indiana University Bloomington 1991 — 1995
Business
Tipton High School
Nicholas Cupps Nicholas Cupps's Merrill Lynch Experience June 2006 - November 2008
Job CEO at Cupps Wealth Management
Industry Financial Services
Experience
Cupps Wealth Management May 2015 - Present
Cupps Consulting, LLC January 2015 - Present
Simply Money Advisors January 2013 - December 2014
Simply Money Advisors January 2009 - December 2014
Simply Money™ January 2009 - December 2014
Merrill Lynch June 2006 - November 2008
NBT Bank May 2005 - June 2006
NBT Bank February 2003 - May 2005
Skills
Investments, Portfolio Management, Investment Strategies, Investment Advisory, Sales, Finance, Retirement Planning, Estate Planning, Investment Management, Leadership, Financial Services, Mutual Funds, Strategy, Management, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and General Management
Utah Valley University 1999 — 2002
Bachelor, Accounting
State University of New York at Buffalo 1998 — 1999
Cupps Wealth Management May 2015 - Present
Cupps Consulting, LLC January 2015 - Present
Simply Money Advisors January 2013 - December 2014
Simply Money Advisors January 2009 - December 2014
Simply Money™ January 2009 - December 2014
Merrill Lynch June 2006 - November 2008
NBT Bank May 2005 - June 2006
NBT Bank February 2003 - May 2005
Skills
Investments, Portfolio Management, Investment Strategies, Investment Advisory, Sales, Finance, Retirement Planning, Estate Planning, Investment Management, Leadership, Financial Services, Mutual Funds, Strategy, Management, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and General Management
Utah Valley University 1999 — 2002
Bachelor, Accounting
State University of New York at Buffalo 1998 — 1999
Annette DiTommaso's Merrill Lynch Experience June 2015 - Present
Job Relationship manager in the financial services sector
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
United Way of Greater Cincinnati July 2012 - June 2015
Indiana University Bloomington August 2011 - May 2012
Hoxworth Blood Center May 2011 - August 2011
Hoxworth Blood Center May 2010 - August 2010
The Leukemia & Lymphoma Society May 2010 - August 2010
Council on Competitiveness January 2010 - May 2010
Skills
Policy Analysis, Non-profits, Public Relations, Media Relations, Research, Fundraising, Event Planning, Editing, Social Media, Event Management, SPSS, SAS, Raiser's Edge, Advancement Information..., Google Analytics, Strategic Development, Community Engagement, Community Outreach, Strategic Communications, Non-profit Industries, Nonprofits, Philanthropy, Business Strategy, Public Speaking
Education
Indiana University Bloomington 2011 — 2012
MPA, Nonprofit Management, Policy Analysis
Indiana University Bloomington 2007 — 2011
BSPA, Public Management, Nonprofit Management, Fundraising & Resource Development
Ursuline Academy
Merrill Lynch June 2015 - Present
United Way of Greater Cincinnati July 2012 - June 2015
Indiana University Bloomington August 2011 - May 2012
Hoxworth Blood Center May 2011 - August 2011
Hoxworth Blood Center May 2010 - August 2010
The Leukemia & Lymphoma Society May 2010 - August 2010
Council on Competitiveness January 2010 - May 2010
Skills
Policy Analysis, Non-profits, Public Relations, Media Relations, Research, Fundraising, Event Planning, Editing, Social Media, Event Management, SPSS, SAS, Raiser's Edge, Advancement Information..., Google Analytics, Strategic Development, Community Engagement, Community Outreach, Strategic Communications, Non-profit Industries, Nonprofits, Philanthropy, Business Strategy, Public Speaking
Education
Indiana University Bloomington 2011 — 2012
MPA, Nonprofit Management, Policy Analysis
Indiana University Bloomington 2007 — 2011
BSPA, Public Management, Nonprofit Management, Fundraising & Resource Development
Ursuline Academy
Art Snow's Merrill Lynch Experience June 2011 - January 2013
Job Market Development at Rural Physician Partners, LLC
Industry Hospital & Health Care
Experience
Rural Physician Partners, LLC February 2015 - Present
Capital Financial Group, LLC May 2014 - February 2015
Shoemaker Financial February 2013 - May 2014
Merrill Lynch June 2011 - January 2013
Eli Lilly and Company September 2002 - January 2011
Eli Lilly and Company January 2001 - September 2002
Eli Lilly and Company January 1999 - January 2001
Eli Lilly and Company January 1997 - January 1999
U.S. Marine Corps January 1989 - January 1997
Skills
Training, Selling Skills, Urology, Pharmaceutical Sales, Sales, Management, Sales Process, Sales Management, Managed Care, Strategic Planning, Sales Operations, Endocrinology, Leadership Development, Leadership, Product Development, Cold Calling, Sales Rep Training, Selling, Business Development, Cross-functional Team..., Marketing, Team Building, Coaching, Oncology, Product Launch, Salesforce.com, Sales Force Development, Employee Training, Account Management, Strategy, Healthcare, Sales Presentations, Executive Management, Direct Sales, CRM, Business Planning, Forecasting, Market Analysis, Gastroenterology, Cardiology, New Business Development, Small Business, Employee Benefits, Contract Negotiation, Rheumatology, Competitive Analysis, Process Improvement
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science, Public Management
Rural Physician Partners, LLC February 2015 - Present
Capital Financial Group, LLC May 2014 - February 2015
Shoemaker Financial February 2013 - May 2014
Merrill Lynch June 2011 - January 2013
Eli Lilly and Company September 2002 - January 2011
Eli Lilly and Company January 2001 - September 2002
Eli Lilly and Company January 1999 - January 2001
Eli Lilly and Company January 1997 - January 1999
U.S. Marine Corps January 1989 - January 1997
Skills
Training, Selling Skills, Urology, Pharmaceutical Sales, Sales, Management, Sales Process, Sales Management, Managed Care, Strategic Planning, Sales Operations, Endocrinology, Leadership Development, Leadership, Product Development, Cold Calling, Sales Rep Training, Selling, Business Development, Cross-functional Team..., Marketing, Team Building, Coaching, Oncology, Product Launch, Salesforce.com, Sales Force Development, Employee Training, Account Management, Strategy, Healthcare, Sales Presentations, Executive Management, Direct Sales, CRM, Business Planning, Forecasting, Market Analysis, Gastroenterology, Cardiology, New Business Development, Small Business, Employee Benefits, Contract Negotiation, Rheumatology, Competitive Analysis, Process Improvement
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science, Public Management
Anthony LaRosa's Merrill Lynch Experience 1998 - 2000
Job Senior Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 2005 - Present
AG Edwards 2000 - 2005
Merrill Lynch 1998 - 2000
La Rosa & Co., LLC 1987 - 1997
Education
Indiana University Bloomington 1987 — 1990
Master of Business Administration (MBA)
Indiana University Robert H. McKinney School of Law 1987 — 1990
Doctor of Law (JD)
Indiana University Bloomington 1982 — 1986
Bachelor's degree, Accounting
Hilliard Lyons July 2005 - Present
AG Edwards 2000 - 2005
Merrill Lynch 1998 - 2000
La Rosa & Co., LLC 1987 - 1997
Education
Indiana University Bloomington 1987 — 1990
Master of Business Administration (MBA)
Indiana University Robert H. McKinney School of Law 1987 — 1990
Doctor of Law (JD)
Indiana University Bloomington 1982 — 1986
Bachelor's degree, Accounting
Ryan Downing's Merrill Lynch Experience June 2009 - August 2009
Job Sr. Financial Analyst at Polaris Industries
Industry Financial Services
Experience
Polaris Industries June 2014 - Present
Ingersoll Rand January 2014 - May 2014
Ingersoll Rand January 2013 - January 2014
Ingersoll Rand April 2012 - January 2013
Ingersoll Rand April 2012 - January 2013
Ingersoll Rand July 2011 - April 2012
BlueStone International LLC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
MKA Karate August 2008 - June 2009
Skills
Analysis, Manufacturing, Management, Leadership, Finance, Accounting, Product Management, Financial Forecasting, Financial Analysis, Time Management, Financial Modeling, Forecasting, Financial Reporting, Process Improvement, Cost Accounting, Microsoft Excel, Budgets, Business Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S, Finance, Operations Management
Polaris Industries June 2014 - Present
Ingersoll Rand January 2014 - May 2014
Ingersoll Rand January 2013 - January 2014
Ingersoll Rand April 2012 - January 2013
Ingersoll Rand April 2012 - January 2013
Ingersoll Rand July 2011 - April 2012
BlueStone International LLC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
MKA Karate August 2008 - June 2009
Skills
Analysis, Manufacturing, Management, Leadership, Finance, Accounting, Product Management, Financial Forecasting, Financial Analysis, Time Management, Financial Modeling, Forecasting, Financial Reporting, Process Improvement, Cost Accounting, Microsoft Excel, Budgets, Business Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S, Finance, Operations Management
Mark Maybell's Merrill Lynch Experience August 1989 - March 2001
Job Founding Partner, Eastven Venture Partners
Industry Venture Capital & Private Equity
Experience
Eastven Venture Partners March 2001 - Present
Merrill Lynch August 1989 - March 2001
Bear Stearns June 1986 - August 1989
Continental Bank June 1982 - June 1986
Arthur Andersen August 1980 - June 1982
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA
University of Illinois at Urbana-Champaign 1974 — 1978
AB Finance
Eastven Venture Partners March 2001 - Present
Merrill Lynch August 1989 - March 2001
Bear Stearns June 1986 - August 1989
Continental Bank June 1982 - June 1986
Arthur Andersen August 1980 - June 1982
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA
University of Illinois at Urbana-Champaign 1974 — 1978
AB Finance
Lou DeMartino's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Pour & Pedal Bike Tours March 2012 - Present
UBS Financial Services Inc October 2010 - June 2012
Skills
Series 66, series 7, Real Estate, Life & Health Insurance..., Uniform Combined State..., Series 7
Education
Indiana University Bloomington 1998 — 2001
Bachelor of Science, Finance
New Hyde Park Memorial High School 1992 — 1998
Finance, General
Merrill Lynch May 2012 - Present
Pour & Pedal Bike Tours March 2012 - Present
UBS Financial Services Inc October 2010 - June 2012
Skills
Series 66, series 7, Real Estate, Life & Health Insurance..., Uniform Combined State..., Series 7
Education
Indiana University Bloomington 1998 — 2001
Bachelor of Science, Finance
New Hyde Park Memorial High School 1992 — 1998
Finance, General
Eduardo Zanatti's Merrill Lynch Experience March 2004 - March 2007
Job Director Asset Management at Levi Strauss & Co.
Industry Investment Management
Experience
Levi Strauss & Co. May 2010 - Present
Levi Strauss & Co. April 2007 - April 2010
Merrill Lynch March 2004 - March 2007
Skills
Asset Management, Pension Funds, Employee Benefits, Defined Contribution, LDI, Investments, Deferred Compensation, Negotiation, Corporate Finance, Financial Modeling, Financial Analysis, Lump Sum, Finance, Strategy, Asset Managment, Wealth Management, Business Strategy, Analysis, Treasury Management
Education
Indiana University Bloomington 2000 — 2002
MBA, Finance
Levi Strauss & Co. May 2010 - Present
Levi Strauss & Co. April 2007 - April 2010
Merrill Lynch March 2004 - March 2007
Skills
Asset Management, Pension Funds, Employee Benefits, Defined Contribution, LDI, Investments, Deferred Compensation, Negotiation, Corporate Finance, Financial Modeling, Financial Analysis, Lump Sum, Finance, Strategy, Asset Managment, Wealth Management, Business Strategy, Analysis, Treasury Management
Education
Indiana University Bloomington 2000 — 2002
MBA, Finance
Jason Burriss's Merrill Lynch Experience July 2011 - Present
Job Client Associate: Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
American Chamber of Commerce May 2010 - July 2010
Sianna, Carr, and O'Connor Certified Public May 2009 - August 2009
Dave Marlin Goaltending Academy May 2009 - August 2009
Metavante Lending Solutions May 2007 - June 2007
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Merrill Lynch July 2011 - Present
American Chamber of Commerce May 2010 - July 2010
Sianna, Carr, and O'Connor Certified Public May 2009 - August 2009
Dave Marlin Goaltending Academy May 2009 - August 2009
Metavante Lending Solutions May 2007 - June 2007
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
David Pearlman's Merrill Lynch Experience November 2011 - January 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
Tanvi Jain's Merrill Lynch Experience May 2009 - August 2009
Job Market Research Consultant at AC Nielsen
Industry Financial Services
Experience
AC Nielsen July 2011 - Present
Edelweiss Capital September 2010 - May 2011
Merrill Lynch May 2009 - August 2009
Skills
Analysis, Market Research
Education
Queen's University 2013 — 2014
Le Cordon Bleu Paris 2012 — 2013
Indiana University Bloomington 2006 — 2010
Bachelor in Business Administration, Finance and Marketing
AC Nielsen July 2011 - Present
Edelweiss Capital September 2010 - May 2011
Merrill Lynch May 2009 - August 2009
Skills
Analysis, Market Research
Education
Queen's University 2013 — 2014
Le Cordon Bleu Paris 2012 — 2013
Indiana University Bloomington 2006 — 2010
Bachelor in Business Administration, Finance and Marketing
Ran Whittle Ran Whittle's Merrill Lynch Experience July 1997 - 2002
Job Project Management Consultant in the Orange County area
Industry Information Technology and Services
Experience
InnovaTech Partners October 2013 - Present
Pacific Life March 2012 - April 2013
UBS January 2003 - September 2011
Ortho Biotech March 2002 - December 2002
Plural August 2000 - December 2002
Merrill Lynch July 1997 - 2002
Skills
Project Management, Program Management, Stakeholder Management, IT Strategy, MS Project, SharePoint, Excel, Word, PowerPoint, Template Design, VBA, IT Governance, Waterfall, Agile, eCommerce, Intranet, Collaboration Tools, J2EE, .NET, Software Development, Offshore, Productivity Improvement, Governance, Budgeting, Microsoft Office, SDLC, Change Management, Requirements Gathering, Business Process..., Management, Agile Methodologies, Enterprise Software, PMO, Vendor Management, Quality Assurance, Risk Management, Business Analysis, Process Improvement, Software Project..., Project Portfolio..., Team Leadership, Leadership, Microsoft SQL Server, Start-ups, Visio, Integration
Education
Mannes College of Music 1993 — 1997
MM
New School University 1993 — 1997
MM
Indiana University Bloomington 1986 — 1990
BS
Greater Johnstown High School
InnovaTech Partners October 2013 - Present
Pacific Life March 2012 - April 2013
UBS January 2003 - September 2011
Ortho Biotech March 2002 - December 2002
Plural August 2000 - December 2002
Merrill Lynch July 1997 - 2002
Skills
Project Management, Program Management, Stakeholder Management, IT Strategy, MS Project, SharePoint, Excel, Word, PowerPoint, Template Design, VBA, IT Governance, Waterfall, Agile, eCommerce, Intranet, Collaboration Tools, J2EE, .NET, Software Development, Offshore, Productivity Improvement, Governance, Budgeting, Microsoft Office, SDLC, Change Management, Requirements Gathering, Business Process..., Management, Agile Methodologies, Enterprise Software, PMO, Vendor Management, Quality Assurance, Risk Management, Business Analysis, Process Improvement, Software Project..., Project Portfolio..., Team Leadership, Leadership, Microsoft SQL Server, Start-ups, Visio, Integration
Education
Mannes College of Music 1993 — 1997
MM
New School University 1993 — 1997
MM
Indiana University Bloomington 1986 — 1990
BS
Greater Johnstown High School
Don Etchison's Merrill Lynch Experience July 1999 - October 2003
Job Financial Advisor at Comprehensive Financial Consultants
Industry Financial Services
Experience
Comprehensive Financial Consultants November 2003 - Present
Merrill Lynch July 1999 - October 2003
Robert W. Baird & Co. January 1985 - August 1999
Northwestern Mutual April 1982 - August 1999
Skills
Investment Advisory..., Financial Services, 401k, Rollovers, Retirement Planning, IRAs, Mutual funds, College Education..., Series 7, Annuities, Life Insurance, Disability Income, Estate Planning
Education
Indiana University Bloomington
Bachelor's Degree, Biology/Biological Sciences, General
Comprehensive Financial Consultants November 2003 - Present
Merrill Lynch July 1999 - October 2003
Robert W. Baird & Co. January 1985 - August 1999
Northwestern Mutual April 1982 - August 1999
Skills
Investment Advisory..., Financial Services, 401k, Rollovers, Retirement Planning, IRAs, Mutual funds, College Education..., Series 7, Annuities, Life Insurance, Disability Income, Estate Planning
Education
Indiana University Bloomington
Bachelor's Degree, Biology/Biological Sciences, General
Jenna Mizzi's Merrill Lynch Experience September 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
America's Got Talent January 2014 - January 2014
Indiana University Dance Marathon November 2011 - October 2013
Kelley Professional Organization September 2011 - September 2013
Verve Talent & Literary Agency June 2013 - August 2013
Kappa Kappa Gamma December 2011 - December 2012
Team Detroit June 2012 - August 2012
Skills
Microsoft Excel, Teaching, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Event Planning, Facebook, Recruiting, Public Speaking, Sales, Social Networking, Marketing, Press Releases
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.) in Telecommunications
Mercy High School
Merrill Lynch September 2014 - Present
America's Got Talent January 2014 - January 2014
Indiana University Dance Marathon November 2011 - October 2013
Kelley Professional Organization September 2011 - September 2013
Verve Talent & Literary Agency June 2013 - August 2013
Kappa Kappa Gamma December 2011 - December 2012
Team Detroit June 2012 - August 2012
Skills
Microsoft Excel, Teaching, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Event Planning, Facebook, Recruiting, Public Speaking, Sales, Social Networking, Marketing, Press Releases
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.) in Telecommunications
Mercy High School
Sara Woolbright's Merrill Lynch Experience May 2009 - July 2009
Job Senior Analyst at the Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company July 2014 - Present
McKinsey & Company July 2012 - May 2014
Deloitte Consulting June 2011 - August 2011
ExactTarget/Keymailmarketing June 2010 - August 2010
Merrill Lynch May 2009 - July 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Economic Consulting and Public Policy
The Walt Disney Company July 2014 - Present
McKinsey & Company July 2012 - May 2014
Deloitte Consulting June 2011 - August 2011
ExactTarget/Keymailmarketing June 2010 - August 2010
Merrill Lynch May 2009 - July 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Economic Consulting and Public Policy
Andrew Root's Merrill Lynch Experience May 2012 - September 2012
Job Sales Representative at RootWorks
Industry Financial Services
Experience
RootWorks October 2013 - Present
Bill C. Brown Associates October 2012 - October 2013
Merrill Lynch May 2012 - September 2012
United States Air Force May 2008 - May 2012
Skills
Access, Accounting, Analysis, Asset Allocation, Budgets, Business Planning, Coaching, Customer Service, Data Analysis, Employee Benefits, Event Planning, Financial Analysis, Finance, Financial Modeling, Government, Insurance, Inventory Management, Investments, Leadership, Leadership Development, Management, Life Insurance, Market Research, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Networking, PowerPoint, Process Improvement, Program Management, Public Speaking, Research, Risk Management, Sales, Securities, Security, Social Media, Social Networking, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Time Management, Training, Wealth Management, Small Business, Outlook, Retirement Planning
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Arts (B.A.), Liberal Arts
Bedford North Lawrence High School 2001 — 2005
Indiana Academic Honors Diploma
RootWorks October 2013 - Present
Bill C. Brown Associates October 2012 - October 2013
Merrill Lynch May 2012 - September 2012
United States Air Force May 2008 - May 2012
Skills
Access, Accounting, Analysis, Asset Allocation, Budgets, Business Planning, Coaching, Customer Service, Data Analysis, Employee Benefits, Event Planning, Financial Analysis, Finance, Financial Modeling, Government, Insurance, Inventory Management, Investments, Leadership, Leadership Development, Management, Life Insurance, Market Research, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Networking, PowerPoint, Process Improvement, Program Management, Public Speaking, Research, Risk Management, Sales, Securities, Security, Social Media, Social Networking, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Time Management, Training, Wealth Management, Small Business, Outlook, Retirement Planning
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Arts (B.A.), Liberal Arts
Bedford North Lawrence High School 2001 — 2005
Indiana Academic Honors Diploma
David Bolton's Merrill Lynch Experience March 2007 - March 2009
Job Account Executive, Escrow Closing Agent, Marketing Rep, Customer Service Master, Fort Wayne Title Insurance Expert
Industry Real Estate
Experience
Metropolitan Title of Indiana LLC March 2012 - Present
Metropolitan Title of Indiana LLC 2012 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC 2011 - Present
PNC Investments March 2009 - March 2011
Merrill Lynch March 2007 - March 2009
Skills
Real Estate Closing..., Title Insurance, Escrow, Short Sales, Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, Insurance, Management, Sales Management, Merchandising, Payroll, Job Scheduling, Marketing, Purchasing, Hiring Practices, Customer Service, Banking, Conflict Resolution, Cash Management, Problem Solving, Team Building, Team Leadership, Closings, Foreclosures, Selling, Real Estate License, Sales, Investment Properties, Sellers, Finance, New Home Sales, Buyers, First Time Home Buyers, Real Estate Transactions, Referrals, Residential Mortgages, Construction Loans, Home Equity Loans, VA loans, USDA, HUD, Relocation, Title Clearing, Move Up Buyers, Single Family Homes
Education
Indiana University Bloomington 1994 — 1998
Bachelor's, French, Business, Marketing, Psychology
Northrop High School 1989 — 1993
Metropolitan Title of Indiana LLC March 2012 - Present
Metropolitan Title of Indiana LLC 2012 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC 2011 - Present
PNC Investments March 2009 - March 2011
Merrill Lynch March 2007 - March 2009
Skills
Real Estate Closing..., Title Insurance, Escrow, Short Sales, Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, Insurance, Management, Sales Management, Merchandising, Payroll, Job Scheduling, Marketing, Purchasing, Hiring Practices, Customer Service, Banking, Conflict Resolution, Cash Management, Problem Solving, Team Building, Team Leadership, Closings, Foreclosures, Selling, Real Estate License, Sales, Investment Properties, Sellers, Finance, New Home Sales, Buyers, First Time Home Buyers, Real Estate Transactions, Referrals, Residential Mortgages, Construction Loans, Home Equity Loans, VA loans, USDA, HUD, Relocation, Title Clearing, Move Up Buyers, Single Family Homes
Education
Indiana University Bloomington 1994 — 1998
Bachelor's, French, Business, Marketing, Psychology
Northrop High School 1989 — 1993
Damon Van Dyke's Merrill Lynch Experience September 1991 - May 1994
Job Area Branch Manager NMLS # 355447
Industry Financial Services
Experience
Carrington Mortgage Services February 2013 - Present
NMLS # 344557 June 2010 - Present
City 1st Mortgage Services October 2011 - January 2013
JP Morgan Chase September 2009 - April 2010
PNC/National City Mortgage May 2006 - September 2009
JPMorgan Chase August 2004 - December 2006
Wells Fargo April 2002 - September 2004
Aames Home Loan September 1999 - April 2002
CitiMortgage June 1994 - April 1999
Merrill Lynch September 1991 - May 1994
Skills
Loan Origination, FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, Sales, Finance, Real Estate Financing, Management, Underwriting, Real Estate Transactions, Investment Properties, Single Family Homes, Leadership, Foreclosures, Short Sales, Condos, Customer Service, Residential Mortgages, Referrals, Residential Homes, Banking, FHA financing, Real Estate, Sellers, VA loans, Investors, Credit, REO, HUD, USDA, Networking
Education
Indiana University Bloomington 1986 — 1991
B. A., Economics & Finance
Indiana University Bloomington
Economics
Carrington Mortgage Services February 2013 - Present
NMLS # 344557 June 2010 - Present
City 1st Mortgage Services October 2011 - January 2013
JP Morgan Chase September 2009 - April 2010
PNC/National City Mortgage May 2006 - September 2009
JPMorgan Chase August 2004 - December 2006
Wells Fargo April 2002 - September 2004
Aames Home Loan September 1999 - April 2002
CitiMortgage June 1994 - April 1999
Merrill Lynch September 1991 - May 1994
Skills
Loan Origination, FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, Sales, Finance, Real Estate Financing, Management, Underwriting, Real Estate Transactions, Investment Properties, Single Family Homes, Leadership, Foreclosures, Short Sales, Condos, Customer Service, Residential Mortgages, Referrals, Residential Homes, Banking, FHA financing, Real Estate, Sellers, VA loans, Investors, Credit, REO, HUD, USDA, Networking
Education
Indiana University Bloomington 1986 — 1991
B. A., Economics & Finance
Indiana University Bloomington
Economics
Jennifer Hynek, CPA's Merrill Lynch Experience August 2006 - December 2009
Job Financial Reporting Solutions Analyst at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners February 2014 - Present
Emtec Inc. January 2012 - February 2014
MF Global December 2008 - November 2011
Merrill Lynch August 2006 - December 2009
RBS Greenwich Capital February 2004 - August 2006
IBM June 2002 - February 2004
Skills
Budgets, Forecasting, Hyperion Planning, Essbase, Management, General Ledger, Accounting, Internal Controls, Analysis, Financial Analysis, Financial Reporting, Financial Statements, Hyperion Enterprise, Managerial Finance, Microsoft Excel, Portfolio Management, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Finance, Account Reconciliation, Corporate Finance, Consolidation, Business Process, Business Process..., ERP, Business Analysis, Hyperion
Education
Indiana University - Kelley School of Business 1997 — 2002
Bachelor, Accounting & Finance
Guggenheim Partners February 2014 - Present
Emtec Inc. January 2012 - February 2014
MF Global December 2008 - November 2011
Merrill Lynch August 2006 - December 2009
RBS Greenwich Capital February 2004 - August 2006
IBM June 2002 - February 2004
Skills
Budgets, Forecasting, Hyperion Planning, Essbase, Management, General Ledger, Accounting, Internal Controls, Analysis, Financial Analysis, Financial Reporting, Financial Statements, Hyperion Enterprise, Managerial Finance, Microsoft Excel, Portfolio Management, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Finance, Account Reconciliation, Corporate Finance, Consolidation, Business Process, Business Process..., ERP, Business Analysis, Hyperion
Education
Indiana University - Kelley School of Business 1997 — 2002
Bachelor, Accounting & Finance
Joanne Magiros Ryan, CFP(R)'s Merrill Lynch Experience January 2001 - August 2011
Job Customer Segment Analyst National Investment Readiness Team
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Bank of America Merrill Lynch January 2001 - Present
Merrill Edge March 2013 - June 2015
Merrill Edge August 2011 - March 2013
Merrill Lynch January 2001 - August 2011
AppleOne 1999 - 2000
Oscar Mayer/Kraft Foods 1997 - 1998
Erwin Penland 1995 - 1995
Skills
Retirement Planning, Investments, Finance, Strategic Financial..., Wealth Management, Series 7, Estate Planning, Small Business
Education
Indiana University Bloomington 1993 — 1997
BA, Journalism
Riverside High School
Merrill Edge June 2015 - Present
Bank of America Merrill Lynch January 2001 - Present
Merrill Edge March 2013 - June 2015
Merrill Edge August 2011 - March 2013
Merrill Lynch January 2001 - August 2011
AppleOne 1999 - 2000
Oscar Mayer/Kraft Foods 1997 - 1998
Erwin Penland 1995 - 1995
Skills
Retirement Planning, Investments, Finance, Strategic Financial..., Wealth Management, Series 7, Estate Planning, Small Business
Education
Indiana University Bloomington 1993 — 1997
BA, Journalism
Riverside High School
Mark Leonardis's Merrill Lynch Experience May 2007 - August 2007
Job Director at Quality Metal Finishing Corporation
Industry Machinery
Experience
Quality Metal Finishing Corporation April 2011 - Present
Jones Lang LaSalle June 2008 - March 2011
UBS May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Management, Finance, Financial Analysis, Sales, Business Development, Strategy, Strategic Planning, Valuation, Investments, Due Diligence
Education
Indiana University Bloomington 2004 — 2008
BS, Finance
Morristown-Beard School 1997 — 2004
Quality Metal Finishing Corporation April 2011 - Present
Jones Lang LaSalle June 2008 - March 2011
UBS May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Management, Finance, Financial Analysis, Sales, Business Development, Strategy, Strategic Planning, Valuation, Investments, Due Diligence
Education
Indiana University Bloomington 2004 — 2008
BS, Finance
Morristown-Beard School 1997 — 2004
Matt Louis's Merrill Lynch Experience July 2012 - July 2014
Job Private Equity Associate at GTCR LLC
Industry Investment Banking
Experience
GTCR LLC July 2014 - Present
Merrill Lynch July 2012 - July 2014
BofA Merrill Lynch June 2011 - August 2011
The Malibu Group May 2010 - August 2010
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.93
GTCR LLC July 2014 - Present
Merrill Lynch July 2012 - July 2014
BofA Merrill Lynch June 2011 - August 2011
The Malibu Group May 2010 - August 2010
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.93
John Wright's Merrill Lynch Experience May 2007 - September 2007
Job Passionate Realtor with the F.C. Tucker Company
Industry Real Estate
Experience
F.C. Tucker Company, Inc. August 2015 - Present
Gannett Digital Marketing Services May 2012 - June 2015
Slingshot SEO March 2011 - April 2012
Kroger, Gardis & Regas, LLP July 2010 - August 2011
World Travel May 2009 - August 2009
Merrill Lynch May 2007 - September 2007
Skills
Salesforce.com, SaaS, Sales, B2B Marketing, Communication, Digital Marketing, Digital Media, Public Speaking, Public Relations, Journalism, PPC, New Media, Online Advertising, Email Marketing, SEO, Advertising, Digital Strategy, Marketing, Social Media, Strategy, Online Marketing, Social Media Marketing, Social Networking, Sales Presentations, Marketing Communications, CRM, Google Analytics, Web Analytics, Mobile Marketing, Analytics, Entrepreneurship, E-commerce, Google Adwords, Advertising Sales, Blogging, Competitive Analysis, Integrated Marketing, Start-ups, Event Management, Sales Process, Direct Marketing, Interactive Marketing, Social Media Measurement, Press Releases, Media Relations, Product Marketing, Brand Management, Leadership, Content Strategy, Cold Calling
Education
Indiana University Bloomington 2005 — 2010
Bachelor of Science, Business, Accounting and Finance
North Central High School 2001 — 2005
Certificate in Marketing, Marketing/Marketing Management, General
F.C. Tucker Company, Inc. August 2015 - Present
Gannett Digital Marketing Services May 2012 - June 2015
Slingshot SEO March 2011 - April 2012
Kroger, Gardis & Regas, LLP July 2010 - August 2011
World Travel May 2009 - August 2009
Merrill Lynch May 2007 - September 2007
Skills
Salesforce.com, SaaS, Sales, B2B Marketing, Communication, Digital Marketing, Digital Media, Public Speaking, Public Relations, Journalism, PPC, New Media, Online Advertising, Email Marketing, SEO, Advertising, Digital Strategy, Marketing, Social Media, Strategy, Online Marketing, Social Media Marketing, Social Networking, Sales Presentations, Marketing Communications, CRM, Google Analytics, Web Analytics, Mobile Marketing, Analytics, Entrepreneurship, E-commerce, Google Adwords, Advertising Sales, Blogging, Competitive Analysis, Integrated Marketing, Start-ups, Event Management, Sales Process, Direct Marketing, Interactive Marketing, Social Media Measurement, Press Releases, Media Relations, Product Marketing, Brand Management, Leadership, Content Strategy, Cold Calling
Education
Indiana University Bloomington 2005 — 2010
Bachelor of Science, Business, Accounting and Finance
North Central High School 2001 — 2005
Certificate in Marketing, Marketing/Marketing Management, General
Imran Uddin Khan Imran Uddin Khan's Merrill Lynch Experience October 2005 - January 2011
Job Director at RBS, Risk & Controls | Operational Risk
Industry Financial Services
Experience
Royal Bank of Scotland June 2013 - Present
Independent Management Consultant February 2011 - June 2013
BANK of AMERICA MERRILL LYNCH January 2009 - January 2011
MERRILL LYNCH October 2005 - January 2011
BNP PARIBAS October 2003 - October 2005
DEUTSCHE BANK 2002 - 2003
WestLB (Currently Portigon Financial Services) 1999 - 2001
ABN AMRO BANK N.V. October 1995 - September 1999
ABN AMRO Bank N.V. February 1994 - October 1995
CITIBANK N.A., affiliate Saudi American Bank 1991 - 1994
Skills
Internal Controls, Operational Risk..., Process Improvement, Enterprise Risk..., Risk Management, Risk Assessment, Project Management, Portfolio Management, Strategy, Trade Finance, Project Finance, Issue Management, Due Diligence, Fixed Income, Investment Banking, Banking, Financial Risk, Credit Risk, Capital Markets
Education
New York University 2004 — 2006
Post-Graduate Diploma, Quantitative Analysis, 3.97/4.0
Indiana University - Kelley School of Business
Bachelors of Arts, Economics and Finance
Royal Bank of Scotland June 2013 - Present
Independent Management Consultant February 2011 - June 2013
BANK of AMERICA MERRILL LYNCH January 2009 - January 2011
MERRILL LYNCH October 2005 - January 2011
BNP PARIBAS October 2003 - October 2005
DEUTSCHE BANK 2002 - 2003
WestLB (Currently Portigon Financial Services) 1999 - 2001
ABN AMRO BANK N.V. October 1995 - September 1999
ABN AMRO Bank N.V. February 1994 - October 1995
CITIBANK N.A., affiliate Saudi American Bank 1991 - 1994
Skills
Internal Controls, Operational Risk..., Process Improvement, Enterprise Risk..., Risk Management, Risk Assessment, Project Management, Portfolio Management, Strategy, Trade Finance, Project Finance, Issue Management, Due Diligence, Fixed Income, Investment Banking, Banking, Financial Risk, Credit Risk, Capital Markets
Education
New York University 2004 — 2006
Post-Graduate Diploma, Quantitative Analysis, 3.97/4.0
Indiana University - Kelley School of Business
Bachelors of Arts, Economics and Finance
Peter Moor's Merrill Lynch Experience June 2005 - August 2005
Job Vice President, Regional Marketing Manager
Industry Financial Services
Experience
Fred Alger Management March 2012 - Present
IndexIQ March 2009 - March 2012
BlackRock December 2006 - December 2008
Hanley Group Capital July 2006 - December 2006
Merrill Lynch June 2005 - August 2005
Skills
Series 7, Alternative Investments, ETFs, Separately Managed..., Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Investments, Capital Markets, Securities, Derivatives, Trading, Investment Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance and Economics
Mendham HS
Fred Alger Management March 2012 - Present
IndexIQ March 2009 - March 2012
BlackRock December 2006 - December 2008
Hanley Group Capital July 2006 - December 2006
Merrill Lynch June 2005 - August 2005
Skills
Series 7, Alternative Investments, ETFs, Separately Managed..., Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Investments, Capital Markets, Securities, Derivatives, Trading, Investment Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance and Economics
Mendham HS
Sherrie Mills's Merrill Lynch Experience August 2013 - Present
Job Financial Advisor with the NCM Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
UBS Financial Services January 2011 - July 2013
Capital Conference Center January 1995 - December 2010
Browning Investments August 1987 - January 1995
Skills
Mutual Funds, Team Building, Marketing Strategy, Strategic Financial..., Estate Planning, Retirement Planning, Asset Allocation, Investments, Sales Management, Strategic Planning, Wealth Management, Marketing, Small Business, Financial Analysis, Mergers & Acquisitions, Series 7, Life Insurance, Financial Planning
Education
Indiana University Bloomington
Communications, Marketing
Merrill Lynch August 2013 - Present
UBS Financial Services January 2011 - July 2013
Capital Conference Center January 1995 - December 2010
Browning Investments August 1987 - January 1995
Skills
Mutual Funds, Team Building, Marketing Strategy, Strategic Financial..., Estate Planning, Retirement Planning, Asset Allocation, Investments, Sales Management, Strategic Planning, Wealth Management, Marketing, Small Business, Financial Analysis, Mergers & Acquisitions, Series 7, Life Insurance, Financial Planning
Education
Indiana University Bloomington
Communications, Marketing
Spencer Springer's Merrill Lynch Experience June 2009 - August 2009
Job Associate at Concentric Equity Partners
Industry Venture Capital & Private Equity
Experience
Lincoln International July 2012 - June 2015
HSBC June 2011 - August 2011
Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
London School of Economics and Political Science 2010 — 2010
Summer Program, Finance
Palos Verdes Peninsula High School 2004 — 2008
Lincoln International July 2012 - June 2015
HSBC June 2011 - August 2011
Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
London School of Economics and Political Science 2010 — 2010
Summer Program, Finance
Palos Verdes Peninsula High School 2004 — 2008
Andrew Lau's Merrill Lynch Experience June 2014 - August 2014
Job Summer Analyst at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2014 - August 2014
Foothill College April 2014 - May 2014
Stanford Law School March 2013 - May 2014
Venturing Crew 2 September 2012 - September 2013
Boy Scouts of America September 2004 - March 2012
National Order of the Arrow September 2009 - February 2012
USMC JROTC August 2007 - July 2010
Skills
Leadership, Venture Crew 2, Rock Climbing, Venture Capital, Research, Microsoft Excel, Law Case Brief, Training, Public Speaking, Microsoft Word, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, PowerPoint
Education
Indiana University Bloomington
B.A. Economics
Merrill Lynch June 2014 - August 2014
Foothill College April 2014 - May 2014
Stanford Law School March 2013 - May 2014
Venturing Crew 2 September 2012 - September 2013
Boy Scouts of America September 2004 - March 2012
National Order of the Arrow September 2009 - February 2012
USMC JROTC August 2007 - July 2010
Skills
Leadership, Venture Crew 2, Rock Climbing, Venture Capital, Research, Microsoft Excel, Law Case Brief, Training, Public Speaking, Microsoft Word, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, PowerPoint
Education
Indiana University Bloomington
B.A. Economics
Andrew Eshelman's Merrill Lynch Experience July 2009 - June 2012
Job Vice President at Maranon Capital
Industry Financial Services
Experience
Maranon Capital January 2015 - Present
Maranon Capital July 2012 - January 2015
Merrill Lynch July 2009 - June 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Private Equity, Investment Banking, Business Valuation, Equities, Finance, Portfolio Management, Capital Markets, Due Diligence, Investments, Mergers & Acquisitions
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Maranon Capital January 2015 - Present
Maranon Capital July 2012 - January 2015
Merrill Lynch July 2009 - June 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Private Equity, Investment Banking, Business Valuation, Equities, Finance, Portfolio Management, Capital Markets, Due Diligence, Investments, Mergers & Acquisitions
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Rachael Sklar's Merrill Lynch Experience May 2011 - June 2011
Job Allocation Coordinator at J. Crew
Industry Logistics and Supply Chain
Experience
J.Crew August 2015 - Present
Northampton Valley Country Club May 2013 - August 2015
Violy & Company May 2014 - August 2014
Northampton Valley Country Club November 2009 - August 2012
DSW March 2011 - August 2011
Merrill Lynch May 2011 - June 2011
Skills
Microsoft Excel, Access, Spanish, Customer Service, Time Management, Microsoft Word, @Risk, Banquets, Caterease, Strategic Planning, Photography, Retail, Social Networking, Team Leadership, Event Planning, Social Media, PowerPoint, Microsoft Office, Wedding Planning, Operations Management
Education
Indiana University Bloomington 2011 — 2015
Bachelor’s Degree, Operations/Production Management
Germantown Academy 2005 — 2011
Middle/High School
J.Crew August 2015 - Present
Northampton Valley Country Club May 2013 - August 2015
Violy & Company May 2014 - August 2014
Northampton Valley Country Club November 2009 - August 2012
DSW March 2011 - August 2011
Merrill Lynch May 2011 - June 2011
Skills
Microsoft Excel, Access, Spanish, Customer Service, Time Management, Microsoft Word, @Risk, Banquets, Caterease, Strategic Planning, Photography, Retail, Social Networking, Team Leadership, Event Planning, Social Media, PowerPoint, Microsoft Office, Wedding Planning, Operations Management
Education
Indiana University Bloomington 2011 — 2015
Bachelor’s Degree, Operations/Production Management
Germantown Academy 2005 — 2011
Middle/High School
Russ Watkins's Merrill Lynch Experience October 2004 - August 2006
Job Content Marketing Specialist
Industry Financial Services
Experience
New York Life/MainStay Investments August 2006 - Present
Merrill Lynch October 2004 - August 2006
Bloomberg News September 2002 - September 2004
Dow Jones Newswires March 2000 - September 2002
Skills
Publishing, Press Releases, Management, Brochures, Marketing, Marketing Communications, Copywriting, Editing, Business Networking, Copy Editing, Content Development, Web Content, Content Management, Project Management, Writing, Financial Services
Education
Indiana University Bloomington 1998 — 1999
M.A., Journalism
Wheaton College 1992 — 1996
B.A., Political Science
New York Life/MainStay Investments August 2006 - Present
Merrill Lynch October 2004 - August 2006
Bloomberg News September 2002 - September 2004
Dow Jones Newswires March 2000 - September 2002
Skills
Publishing, Press Releases, Management, Brochures, Marketing, Marketing Communications, Copywriting, Editing, Business Networking, Copy Editing, Content Development, Web Content, Content Management, Project Management, Writing, Financial Services
Education
Indiana University Bloomington 1998 — 1999
M.A., Journalism
Wheaton College 1992 — 1996
B.A., Political Science
Michael Van Stolk Michael Van Stolk's Merrill Lynch Experience June 1997 - December 2001
Job Sr. Systems Developer at DriveWealth LLc.
Industry Financial Services
Experience
DriveWealth LLc. September 2013 - Present
AlgoPartners, LLC September 2010 - Present
Mismi Inc. October 2007 - September 2010
Mismi Inc. October 2007 - September 2010
Mismi Inc. October 2007 - September 2010
Bloomberg Ltd. February 2002 - December 2007
Merrill Lynch June 1997 - December 2001
Salomon Brothers January 1993 - June 1998
AT&T 1985 - 1992
Skills
Fixed Income, Trading Systems, Market Data, Trading, Equities, Electronic Trading, Low Latency, Risk Management, Business Analysis
Education
Indiana University Bloomington
Computer Science
New Jersey Institute of Technology
BS, Computer Science
DriveWealth LLc. September 2013 - Present
AlgoPartners, LLC September 2010 - Present
Mismi Inc. October 2007 - September 2010
Mismi Inc. October 2007 - September 2010
Mismi Inc. October 2007 - September 2010
Bloomberg Ltd. February 2002 - December 2007
Merrill Lynch June 1997 - December 2001
Salomon Brothers January 1993 - June 1998
AT&T 1985 - 1992
Skills
Fixed Income, Trading Systems, Market Data, Trading, Equities, Electronic Trading, Low Latency, Risk Management, Business Analysis
Education
Indiana University Bloomington
Computer Science
New Jersey Institute of Technology
BS, Computer Science
Shayne Morrissey's Merrill Lynch Experience June 2010 - August 2010
Job Regional Director at Metropolitan Investments LLC
Industry Real Estate
Experience
Metropolitan Investments LLC April 2015 - Present
Bankers Life March 2015 - April 2015
Bankers Life January 2015 - March 2015
Distinctive Property Management August 2011 - October 2014
Merrill Lynch June 2010 - August 2010
Skills
Crisis Management, Property Management, Building Maintenance, Maintenance Management, Data Analysis, Sales, Marketing, Lease Administration, Customer Service..., Lease Negotiations, Life Insurance, Medicare Supplements, Long Term Care Insurance, Preventive Maintenance, Resident Retention, Resident Relations, On-call Support, Emergency Management, Cost Control, Medicare, Medicare Part D, Long-term Care, Commercial Leasing, Commercial Real Estate, Storage Management, Volume Management, HR Management, Strategic Hiring, Retention Strategies, Sales Promotion, Incentive Programs
Education
Indiana University Bloomington 2007 — 2011
Bachelor's Degree, Business Management
Metropolitan Investments LLC April 2015 - Present
Bankers Life March 2015 - April 2015
Bankers Life January 2015 - March 2015
Distinctive Property Management August 2011 - October 2014
Merrill Lynch June 2010 - August 2010
Skills
Crisis Management, Property Management, Building Maintenance, Maintenance Management, Data Analysis, Sales, Marketing, Lease Administration, Customer Service..., Lease Negotiations, Life Insurance, Medicare Supplements, Long Term Care Insurance, Preventive Maintenance, Resident Retention, Resident Relations, On-call Support, Emergency Management, Cost Control, Medicare, Medicare Part D, Long-term Care, Commercial Leasing, Commercial Real Estate, Storage Management, Volume Management, HR Management, Strategic Hiring, Retention Strategies, Sales Promotion, Incentive Programs
Education
Indiana University Bloomington 2007 — 2011
Bachelor's Degree, Business Management
Adam Risch's Merrill Lynch Experience June 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Keanr June 2014 - Present
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Fine Arts (BFA), Telecommunications
Merrill Lynch June 2015 - Present
Keanr June 2014 - Present
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Fine Arts (BFA), Telecommunications
Josh Mariner's Merrill Lynch Experience May 2002 - February 2004
Job Communication Specialist at Emergency Radio Service
Industry Wireless
Experience
Emergency Radio Services (ERS) August 2008 - Present
Bradford Scott Data Corporation 2002 - 2006
Merrill Lynch May 2002 - February 2004
Skills
Management, PowerPoint, Wireless, Outlook, Marketing Strategy, Process Improvement, Account Management, Microsoft Excel, Contract Negotiation, New Business Development, Market Research, Customer Satisfaction, Sales, Team Leadership, Sales Operations, Team Building, Direct Sales, Salesforce.com, Telecommunications, Sales Management, Strategic Planning, Sales Process, B2B, Selling, Project Management, Networking, Call Centers
Education
Indiana University - Kelley School of Business 2001 — 2007
Finance, Finance & Economics
Indiana University-Purdue University at Indianapolis 2001 — 2007
IU-Political Science, Finance
Emergency Radio Services (ERS) August 2008 - Present
Bradford Scott Data Corporation 2002 - 2006
Merrill Lynch May 2002 - February 2004
Skills
Management, PowerPoint, Wireless, Outlook, Marketing Strategy, Process Improvement, Account Management, Microsoft Excel, Contract Negotiation, New Business Development, Market Research, Customer Satisfaction, Sales, Team Leadership, Sales Operations, Team Building, Direct Sales, Salesforce.com, Telecommunications, Sales Management, Strategic Planning, Sales Process, B2B, Selling, Project Management, Networking, Call Centers
Education
Indiana University - Kelley School of Business 2001 — 2007
Finance, Finance & Economics
Indiana University-Purdue University at Indianapolis 2001 — 2007
IU-Political Science, Finance
Jack Castell's Merrill Lynch Experience May 2011 - August 2011
Job Leveraged Finance Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Periculum Capital Company, LLC April 2013 - June 2013
DTZ October 2012 - January 2013
Merrill Lynch May 2011 - August 2011
C&B T-Shirts and Jerseys May 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Management, Organization, Marketing, Strategy, Social Media, Teamwork
Education
Indiana University - Kelley School of Business 2013 — 2015
Bachelor of Science in Business, Majors: Finance & Accounting
Miami University: Farmer School of Business 2010 — 2012
Bachelor of Science in Business, Majors: Finance & Accounting
SunTrust Robinson Humphrey June 2015 - August 2015
Periculum Capital Company, LLC April 2013 - June 2013
DTZ October 2012 - January 2013
Merrill Lynch May 2011 - August 2011
C&B T-Shirts and Jerseys May 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Management, Organization, Marketing, Strategy, Social Media, Teamwork
Education
Indiana University - Kelley School of Business 2013 — 2015
Bachelor of Science in Business, Majors: Finance & Accounting
Miami University: Farmer School of Business 2010 — 2012
Bachelor of Science in Business, Majors: Finance & Accounting
Nick Bellavia's Merrill Lynch Experience May 2008 - August 2008
Job ETF Trading at Citadel LLC
Industry Financial Services
Experience
Citadel LLC July 2015 - Present
Citadel LLC June 2013 - July 2015
Citadel LLC June 2012 - August 2012
Consolidated Trading May 2011 - August 2011
Chicago Board Options Exchange May 2010 - August 2010
The Options Institute May 2008 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Trading, Options, Equities, Microsoft Excel, Investments, Financial Risk, Entrepreneurship, Portfolio Management, Hedge Funds, ETFs, Bloomberg, Excel, Microsoft Office, Start-ups, Risk Management, VBA, Securities, Day Trading, Derivatives, Proprietary Trading, Options Strategies, Economics, Financial Analysis, Fixed Income, Volatility
Education
Indiana University Bloomington 2009 — 2013
Bachelors, Economics
Deerfield High School 2005 — 2009
Citadel LLC July 2015 - Present
Citadel LLC June 2013 - July 2015
Citadel LLC June 2012 - August 2012
Consolidated Trading May 2011 - August 2011
Chicago Board Options Exchange May 2010 - August 2010
The Options Institute May 2008 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Trading, Options, Equities, Microsoft Excel, Investments, Financial Risk, Entrepreneurship, Portfolio Management, Hedge Funds, ETFs, Bloomberg, Excel, Microsoft Office, Start-ups, Risk Management, VBA, Securities, Day Trading, Derivatives, Proprietary Trading, Options Strategies, Economics, Financial Analysis, Fixed Income, Volatility
Education
Indiana University Bloomington 2009 — 2013
Bachelors, Economics
Deerfield High School 2005 — 2009
Neil Koricanac's Merrill Lynch Experience January 2015 - Present
Job Private Wealth Analyst Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch July 2013 - January 2015
Merrill Lynch June 2012 - August 2012
Steinco June 2011 - July 2011
Education
Indiana University - Kelley School of Business 2009 — 2013
Finance, General
Merrill Lynch January 2015 - Present
Merrill Lynch July 2013 - January 2015
Merrill Lynch June 2012 - August 2012
Steinco June 2011 - July 2011
Education
Indiana University - Kelley School of Business 2009 — 2013
Finance, General
Tim Oberley Sr., CRPC®'s Merrill Lynch Experience January 2010 - November 2012
Job Capital Insurance & Financial Services, LLC
Industry Financial Services
Experience
Capital Insurance & Financial Services, LLC June 2004 - Present
Merrill Lynch January 2010 - November 2012
Citizens Trust Mortgage Corp. January 1998 - May 2009
Skills
Strategic Financial..., Investments, Small Business, Tax Planning, Retirement Planning, Estate Planning, Wealth Preservation, Licenses: Series 7,..., Mortgage Lending, Licensed Life & Health..., Licensed Property &...
Education
Indiana University Bloomington 1986 — 1992
American History & Political Science
Capital Insurance & Financial Services, LLC June 2004 - Present
Merrill Lynch January 2010 - November 2012
Citizens Trust Mortgage Corp. January 1998 - May 2009
Skills
Strategic Financial..., Investments, Small Business, Tax Planning, Retirement Planning, Estate Planning, Wealth Preservation, Licenses: Series 7,..., Mortgage Lending, Licensed Life & Health..., Licensed Property &...
Education
Indiana University Bloomington 1986 — 1992
American History & Political Science
Kenneth Tew's Merrill Lynch Experience January 2004 - July 2004
Job Account Executive at Kareo, Cloud based EHR, Practice Management and billing software
Industry Computer Software
Experience
Kareo January 2012 - Present
CENTURY 21 Scheetz June 2006 - November 2011
Merrill Lynch January 2004 - July 2004
Charles Schwab October 1996 - September 2003
Skills
Sales, Customer Service, Training, Cold Calling, Selling, Investments, Business Development, Real Estate, Account Management, Finance, Sales Process, Marketing, Social Media, Team Building, Portfolio Management, New Business Development, Negotiation, Salesforce.com, Microsoft Word
Education
Indiana University Bloomington
Kareo January 2012 - Present
CENTURY 21 Scheetz June 2006 - November 2011
Merrill Lynch January 2004 - July 2004
Charles Schwab October 1996 - September 2003
Skills
Sales, Customer Service, Training, Cold Calling, Selling, Investments, Business Development, Real Estate, Account Management, Finance, Sales Process, Marketing, Social Media, Team Building, Portfolio Management, New Business Development, Negotiation, Salesforce.com, Microsoft Word
Education
Indiana University Bloomington
Zach Shanks's Merrill Lynch Experience June 2009 - August 2009
Job Senior Analyst at City Capital Advisors
Industry Financial Services
Experience
City Capital Advisors July 2015 - Present
Alpha IR Group April 2015 - June 2015
William Blair and Company June 2011 - July 2014
William Blair and Company June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Excel Modeling, PowerPoint Presentations, Technical & Fundamental..., Financial Modeling, DCF, Microsoft Excel, Strategy, Bloomberg, PowerPoint, Investment Banking, Analysis
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Libertyville High School 2004 — 2007
High School
City Capital Advisors July 2015 - Present
Alpha IR Group April 2015 - June 2015
William Blair and Company June 2011 - July 2014
William Blair and Company June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Excel Modeling, PowerPoint Presentations, Technical & Fundamental..., Financial Modeling, DCF, Microsoft Excel, Strategy, Bloomberg, PowerPoint, Investment Banking, Analysis
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Libertyville High School 2004 — 2007
High School
Ian Klotz's Merrill Lynch Experience May 2013 - August 2013
Job Group Leader at Target
Industry Logistics and Supply Chain
Experience
Target June 2015 - Present
The Plan Consulting Group December 2013 - December 2014
Kelley Undergraduate Investment Club August 2013 - February 2014
Merrill Lynch May 2013 - August 2013
Kelley Private Wealth Club August 2012 - August 2013
Fastenal May 2012 - August 2012
Big Brothers Big Sisters of Central Indiana September 2010 - August 2012
Fastenal May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Public Speaking, Finance, Research, Salesforce.com, Social Media, Customer Service
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Entrepreneurship, Finance, Economics
The London School of Economics and Political Science (LSE)
Business Analysis & Valuation, Competitive Strategy & Game Theory
Avon High School 2006 — 2010
Academic Honors
Target June 2015 - Present
The Plan Consulting Group December 2013 - December 2014
Kelley Undergraduate Investment Club August 2013 - February 2014
Merrill Lynch May 2013 - August 2013
Kelley Private Wealth Club August 2012 - August 2013
Fastenal May 2012 - August 2012
Big Brothers Big Sisters of Central Indiana September 2010 - August 2012
Fastenal May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Public Speaking, Finance, Research, Salesforce.com, Social Media, Customer Service
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Entrepreneurship, Finance, Economics
The London School of Economics and Political Science (LSE)
Business Analysis & Valuation, Competitive Strategy & Game Theory
Avon High School 2006 — 2010
Academic Honors
Mike Dixon CFP®'s Merrill Lynch Experience 1996 - 1997
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab July 2013 - July 2015
Charles Schwab March 1998 - June 2013
Merrill Lynch 1996 - 1997
Elegan Customwear 1995 - 1996
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science (BS), Biology
University of Miami 1990 — 1992
Charles Schwab August 2015 - Present
Charles Schwab July 2013 - July 2015
Charles Schwab March 1998 - June 2013
Merrill Lynch 1996 - 1997
Elegan Customwear 1995 - 1996
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science (BS), Biology
University of Miami 1990 — 1992
John Clark, WMS's Merrill Lynch Experience October 1997 - April 2003
Job First Vice President, Investments Raymond James 9910 Dupont Circle Drive East
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2003 - Present
Merrill Lynch October 1997 - April 2003
Salomon Smith Barney October 1991 - October 1997
PaineWebber, Inc. June 1985 - October 1991
Skills
Mutual Funds, Private Equity, Retirement Planning, Wealth Management, Asset Management, Investments, Securities, Financial Services, Finance, Financial Advisory, Investment Management
Education
Indiana University Bloomington 1975 — 1979
Bachelor's of Science, Transportation, Finance, Economics
Indiana University-Purdue University Fort Wayne (IPFW)
Raymond James & Associates, Inc April 2003 - Present
Merrill Lynch October 1997 - April 2003
Salomon Smith Barney October 1991 - October 1997
PaineWebber, Inc. June 1985 - October 1991
Skills
Mutual Funds, Private Equity, Retirement Planning, Wealth Management, Asset Management, Investments, Securities, Financial Services, Finance, Financial Advisory, Investment Management
Education
Indiana University Bloomington 1975 — 1979
Bachelor's of Science, Transportation, Finance, Economics
Indiana University-Purdue University Fort Wayne (IPFW)
Steve Jun's Merrill Lynch Experience May 2009 - August 2009
Job Senior Financial Analyst at Whirlpool Corporation
Industry Consumer Goods
Experience
Whirlpool Corporation June 2014 - Present
Whirlpool Corporation July 2013 - June 2014
Whirlpool Corporation July 2012 - June 2013
Whirlpool Corporation June 2011 - June 2012
Merrill Lynch May 2009 - August 2009
FLAG International & BEYOND January 2004 - August 2009
Republic of Korea Army 50th Division 501st Brigade August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, PowerPoint, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Forecasting, US GAAP, Financial Audits, GAAP, Data Analysis, SAP, Finance
Education
Indiana University - Kelley School of Business 2004 — 2011
Bachelor of Science in Business, Finance
Whirlpool Corporation June 2014 - Present
Whirlpool Corporation July 2013 - June 2014
Whirlpool Corporation July 2012 - June 2013
Whirlpool Corporation June 2011 - June 2012
Merrill Lynch May 2009 - August 2009
FLAG International & BEYOND January 2004 - August 2009
Republic of Korea Army 50th Division 501st Brigade August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, PowerPoint, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Forecasting, US GAAP, Financial Audits, GAAP, Data Analysis, SAP, Finance
Education
Indiana University - Kelley School of Business 2004 — 2011
Bachelor of Science in Business, Finance
Rettig Deinlein's Merrill Lynch Experience September 2009 - December 2009
Job Commercial Banking Officer at The PrivateBank
Industry Banking
Experience
The PrivateBank October 2014 - Present
The PrivateBank April 2013 - October 2014
The PrivateBank August 2011 - April 2013
Merrill Lynch September 2009 - December 2009
Skills
Financial Analysis, Credit Analysis, Risk Management, Valuation, Corporate Finance, Credit, Microsoft Excel, Portfolio Management, Finance, Loans, Commercial Banking, Underwriting, Data Analysis, Commercial Lending, Banking, Financial Reporting, PowerPoint, Capital Markets, Credit Risk, Treasury Management
Education
Indiana University Bloomington 2007 — 2011
BS, Finance/Management
The PrivateBank October 2014 - Present
The PrivateBank April 2013 - October 2014
The PrivateBank August 2011 - April 2013
Merrill Lynch September 2009 - December 2009
Skills
Financial Analysis, Credit Analysis, Risk Management, Valuation, Corporate Finance, Credit, Microsoft Excel, Portfolio Management, Finance, Loans, Commercial Banking, Underwriting, Data Analysis, Commercial Lending, Banking, Financial Reporting, PowerPoint, Capital Markets, Credit Risk, Treasury Management
Education
Indiana University Bloomington 2007 — 2011
BS, Finance/Management
Chris McCraley, PMP, CBCP Chris McCraley, PMP, CBCP's Merrill Lynch Experience February 2000 - May 2005
Job Program Manager at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation May 2015 - Present
TD Ameritrade January 2015 - May 2015
Neuberger Berman December 2013 - December 2014
Vertical Resources January 2001 - December 2014
Citi August 2013 - December 2013
Credit Suisse October 2009 - January 2011
Marsh Business Continuity Risk Consulting January 2007 - October 2009
TABB Group June 2008 - April 2009
Bank of America May 2005 - January 2007
Merrill Lynch February 2000 - May 2005
Skills
Project Portfolio..., Business Continuity, Disaster Recovery, PMO, IT Strategy, Vendor Management, SDLC, Program Management, Governance, Risk Assessment, ITIL, Change Management, Strategic Planning, Enterprise Architecture, Integration, Business Process, Outsourcing, Risk Management, Strategy, Project Management, Data Center, Management, Process Improvement, Enterprise Software, MS Project, Consulting, Leadership, SharePoint, Product Management, Project Planning, Start-ups, Analysis, Infrastructure, PMP, Quality Assurance, Business Process..., Project Delivery, IT Management, Professional Services, Management Consulting, Executive Management, Software Project..., Information Technology, Business Transformation, Business Intelligence, IT Service Management, Business Process..., Security, Solution Architecture, Resource Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Information Systems, Accounting
Indiana University Bloomington 1979 — 1983
BS, Business, Finance & Accounting
The Juilliard School 1978 — 1979
Piano Performance
John Adams High School
First Data Corporation May 2015 - Present
TD Ameritrade January 2015 - May 2015
Neuberger Berman December 2013 - December 2014
Vertical Resources January 2001 - December 2014
Citi August 2013 - December 2013
Credit Suisse October 2009 - January 2011
Marsh Business Continuity Risk Consulting January 2007 - October 2009
TABB Group June 2008 - April 2009
Bank of America May 2005 - January 2007
Merrill Lynch February 2000 - May 2005
Skills
Project Portfolio..., Business Continuity, Disaster Recovery, PMO, IT Strategy, Vendor Management, SDLC, Program Management, Governance, Risk Assessment, ITIL, Change Management, Strategic Planning, Enterprise Architecture, Integration, Business Process, Outsourcing, Risk Management, Strategy, Project Management, Data Center, Management, Process Improvement, Enterprise Software, MS Project, Consulting, Leadership, SharePoint, Product Management, Project Planning, Start-ups, Analysis, Infrastructure, PMP, Quality Assurance, Business Process..., Project Delivery, IT Management, Professional Services, Management Consulting, Executive Management, Software Project..., Information Technology, Business Transformation, Business Intelligence, IT Service Management, Business Process..., Security, Solution Architecture, Resource Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Information Systems, Accounting
Indiana University Bloomington 1979 — 1983
BS, Business, Finance & Accounting
The Juilliard School 1978 — 1979
Piano Performance
John Adams High School
Kathie Chong's Merrill Lynch Experience May 2008 - June 2008
Job Associate at Huron Consulting Group (Huron Healthcare)
Industry Financial Services
Experience
Huron Consulting Group April 2012 - Present
William Blair & Company June 2011 - April 2012
William Blair and Company June 2010 - August 2010
Boston Scientific April 2010 - May 2010
Abbott Laboratories May 2009 - August 2009
Merrill Lynch May 2008 - June 2008
Skills
Investment Banking, Corporate Finance, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2006 — 2011
Masters, Finance, Accounting
London School of Economics and Political Science 2008 — 2008
Finance
Huron Consulting Group April 2012 - Present
William Blair & Company June 2011 - April 2012
William Blair and Company June 2010 - August 2010
Boston Scientific April 2010 - May 2010
Abbott Laboratories May 2009 - August 2009
Merrill Lynch May 2008 - June 2008
Skills
Investment Banking, Corporate Finance, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2006 — 2011
Masters, Finance, Accounting
London School of Economics and Political Science 2008 — 2008
Finance
Lynne Murphy-Gere, MBA, PMP® Lynne Murphy-Gere, MBA, PMP®'s Merrill Lynch Experience August 2001 - September 2002
Job Consulting Director at Gartner
Industry Information Technology and Services
Experience
Gartner April 2010 - Present
The City of New York December 2008 - December 2009
Columbia University August 2003 - April 2008
Merrill Lynch August 2001 - September 2002
PricewaterhouseCoopers LLP July 1992 - July 2001
The Chase Manhattan Bank August 1985 - September 1990
Skills
IT Strategy, Business Process..., PeopleSoft, PMO, Business Analysis, Program Management, Business Transformation, ERP, SDLC, Governance, Management Consulting, Business Intelligence, Business Process, Vendor Management, Change Management, Enterprise Architecture, Data Warehousing, Project Portfolio..., PMP, Outsourcing, Risk Management, Information Technology, Business Process..., Integration, Software Project..., Project Management, Management, Business Process Design, Process Engineering, Enterprise Software, Consulting, Requirements Analysis, Resource Management, IT Management, Solution Architecture, Strategy, Oracle E-Business Suite, Process Improvement, Professional Services, Project Delivery, Requirements Gathering, CRM, Cloud Computing, IT Service Management, Software Implementation, ITIL, SaaS, IT Transformation
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, INFORMATION SYSTEMS
Indiana University - Kelley School of Business 1980 — 1985
B.S., Accounting
Gartner April 2010 - Present
The City of New York December 2008 - December 2009
Columbia University August 2003 - April 2008
Merrill Lynch August 2001 - September 2002
PricewaterhouseCoopers LLP July 1992 - July 2001
The Chase Manhattan Bank August 1985 - September 1990
Skills
IT Strategy, Business Process..., PeopleSoft, PMO, Business Analysis, Program Management, Business Transformation, ERP, SDLC, Governance, Management Consulting, Business Intelligence, Business Process, Vendor Management, Change Management, Enterprise Architecture, Data Warehousing, Project Portfolio..., PMP, Outsourcing, Risk Management, Information Technology, Business Process..., Integration, Software Project..., Project Management, Management, Business Process Design, Process Engineering, Enterprise Software, Consulting, Requirements Analysis, Resource Management, IT Management, Solution Architecture, Strategy, Oracle E-Business Suite, Process Improvement, Professional Services, Project Delivery, Requirements Gathering, CRM, Cloud Computing, IT Service Management, Software Implementation, ITIL, SaaS, IT Transformation
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, INFORMATION SYSTEMS
Indiana University - Kelley School of Business 1980 — 1985
B.S., Accounting
William Kwiatkowski William Kwiatkowski's Merrill Lynch Experience December 1992 - August 1996
Job VP, Strategic Planning Director at McCann Torre Lazur
Industry Marketing and Advertising
Experience
McCann Torre Lazur November 2014 - Present
McCann Torre Lazur August 2014 - November 2014
BFG Communications August 2011 - July 2014
G2 Branding and Design (affiliate of Grey Global Group) August 2004 - August 2011
Purepartner by design April 2003 - April 2004
Clear Channel Entertainment March 2002 - April 2003
Allied Domecq February 2001 - March 2002
RJ Reynolds June 1998 - February 2001
Merrill Lynch December 1992 - August 1996
Skills
Digital Media, Account Management, Strategy, Customer Insight, FMCG, Cross-functional Team..., Management, Digital Strategy, Advertising, Integrated Marketing, Marketing, Communications Planning, Market Research, Leadership, Brand Management, Interactive Marketing, Creative Direction, Brand Architecture, Strategic Planning, Business Development
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Marketing
Montclair State University 1987 — 1992
BS, Accounting, Finance
McCann Torre Lazur November 2014 - Present
McCann Torre Lazur August 2014 - November 2014
BFG Communications August 2011 - July 2014
G2 Branding and Design (affiliate of Grey Global Group) August 2004 - August 2011
Purepartner by design April 2003 - April 2004
Clear Channel Entertainment March 2002 - April 2003
Allied Domecq February 2001 - March 2002
RJ Reynolds June 1998 - February 2001
Merrill Lynch December 1992 - August 1996
Skills
Digital Media, Account Management, Strategy, Customer Insight, FMCG, Cross-functional Team..., Management, Digital Strategy, Advertising, Integrated Marketing, Marketing, Communications Planning, Market Research, Leadership, Brand Management, Interactive Marketing, Creative Direction, Brand Architecture, Strategic Planning, Business Development
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Marketing
Montclair State University 1987 — 1992
BS, Accounting, Finance
Jeff MacDonald's Merrill Lynch Experience 2004 - 2005
Job Vice President at AlpInvest Partners
Industry Financial Services
Experience
AlpInvest Partners April 2013 - Present
Credit Suisse September 2006 - April 2013
Duff & Phelps 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Strategic Planning, Private Equity, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington
Bachelor of Science, Finance
AlpInvest Partners April 2013 - Present
Credit Suisse September 2006 - April 2013
Duff & Phelps 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Strategic Planning, Private Equity, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington
Bachelor of Science, Finance
Matt Last's Merrill Lynch Experience May 2008 - August 2008
Job Talent Acquisition at WeWork
Industry Staffing and Recruiting
Experience
WeWork 2015 - Present
The Bachrach Group 2010 - 2015
Living Cities May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Education
Indiana University Bloomington 2007 — 2010
BS, Finance
CEA Global Campus - Barcelona 2009 — 2009
Economics
John F. Kennedy High School
Regents Diploma
WeWork 2015 - Present
The Bachrach Group 2010 - 2015
Living Cities May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Education
Indiana University Bloomington 2007 — 2010
BS, Finance
CEA Global Campus - Barcelona 2009 — 2009
Economics
John F. Kennedy High School
Regents Diploma
Scott Wolff's Merrill Lynch Experience 2000 - 2002
Job Managing Director at American Securities
Industry Venture Capital & Private Equity
Experience
American Securities Capital Partners August 2002 - Present
Merrill Lynch 2000 - 2002
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Indiana University - Kelley School of Business 1995 — 1999
BS, Finance
Indiana University Bloomington 1995 — 1999
BS, Finance
American Securities Capital Partners August 2002 - Present
Merrill Lynch 2000 - 2002
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Indiana University - Kelley School of Business 1995 — 1999
BS, Finance
Indiana University Bloomington 1995 — 1999
BS, Finance
Sally Ann Weger's Merrill Lynch Experience 1995 - Present
Job VP, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1995 - Present
Plaza Junior College 1986 - 1995
Education
Indiana University Bloomington 1984 — 1986
Masters, Education and Counseling
Slippery Rock University of Pennsylvania 1980 — 1984
BS, Therapeutic Recreation & Business
Merrill Lynch 1995 - Present
Plaza Junior College 1986 - 1995
Education
Indiana University Bloomington 1984 — 1986
Masters, Education and Counseling
Slippery Rock University of Pennsylvania 1980 — 1984
BS, Therapeutic Recreation & Business
Leanne Schuessler's Merrill Lynch Experience November 1989 - October 2006
Job Director at BlackRock Private Equity Partners
Industry Financial Services
Experience
BlackRock Private Equity Partners February 2011 - Present
BlackRock 2006 - February 2011
Merrill Lynch November 1989 - October 2006
Merrill Lynch Investment Managers 2002 - 2006
merrill lynch 1989 - 2006
merrill lynch 1989 - 2006
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Accounting
BlackRock Private Equity Partners February 2011 - Present
BlackRock 2006 - February 2011
Merrill Lynch November 1989 - October 2006
Merrill Lynch Investment Managers 2002 - 2006
merrill lynch 1989 - 2006
merrill lynch 1989 - 2006
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Accounting
Matthew Lusardi's Merrill Lynch Experience January 2007 - March 2009
Job Fixed Income Sales at KGSAlpha Capital Markets, L.P.
Industry Capital Markets
Experience
KGS-Alpha Capital Markets, L.P. April 2012 - Present
JP Morgan Chase August 2010 - February 2012
Mizuho Securities USA Inc. 2009 - 2010
Merrill Lynch January 2007 - March 2009
Lehman Brothers 2004 - 2005
Ernst & Young 1999 - 2004
Skills
Structured Products, Fixed Income, Bonds, Financial Analysis, Bloomberg, Cash Management, Capital Markets, Securities, Series 7, Hedge Funds, Equities
Education
Indiana University - Kelley School of Business 1994 — 1998
BS, Finance
KGS-Alpha Capital Markets, L.P. April 2012 - Present
JP Morgan Chase August 2010 - February 2012
Mizuho Securities USA Inc. 2009 - 2010
Merrill Lynch January 2007 - March 2009
Lehman Brothers 2004 - 2005
Ernst & Young 1999 - 2004
Skills
Structured Products, Fixed Income, Bonds, Financial Analysis, Bloomberg, Cash Management, Capital Markets, Securities, Series 7, Hedge Funds, Equities
Education
Indiana University - Kelley School of Business 1994 — 1998
BS, Finance
Jill Smiley's Merrill Lynch Experience 1992 - 1998
Job Balance Sheet and Capital Management
Industry Capital Markets
Experience
Bank of America 2011 - Present
Federal Reserve Bank 2008 - June 2011
Banc of America Securities 2000 - 2008
Merrill Lynch 1992 - 1998
Skills
Capital Markets, Capital Management, Trading, Fixed Income, Bonds, Financial Risk, Risk Management, Banking, Derivatives, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance and Economics
Indiana University Bloomington 1988 — 1992
BS, Finance
Delta High School 1984 — 1990
Bank of America 2011 - Present
Federal Reserve Bank 2008 - June 2011
Banc of America Securities 2000 - 2008
Merrill Lynch 1992 - 1998
Skills
Capital Markets, Capital Management, Trading, Fixed Income, Bonds, Financial Risk, Risk Management, Banking, Derivatives, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance and Economics
Indiana University Bloomington 1988 — 1992
BS, Finance
Delta High School 1984 — 1990
guy bernheim's Merrill Lynch Experience 1977 - 1985
Job Owner at Citadel Capital Management
Industry Financial Services
Experience
Citadel Capital Management January 1997 - Present
meridien partners January 1987 - December 2012
Goldman Sachs April 1985 - April 1987
Merrill Lynch 1977 - 1985
Skills
Private Equity, Mergers, Business Strategy, Capital Markets, Mergers & Acquisitions, Investment Management, International Law, Due Diligence, Corporate Finance, Investments, Entrepreneurship, Venture Capital, Investment Banking, Corporate Development, M&A experience, Start-ups, Joint Ventures, IPO, International Business, Finance, Valuation, Strategy, Financial Services
Education
Indiana University Bloomington 1975 — 1977
Master of Business Administration (MBA), Finance & International Business
Université Louis Pasteur (Strasbourg I) 1970 — 1974
Maitrise, Economics
Citadel Capital Management January 1997 - Present
meridien partners January 1987 - December 2012
Goldman Sachs April 1985 - April 1987
Merrill Lynch 1977 - 1985
Skills
Private Equity, Mergers, Business Strategy, Capital Markets, Mergers & Acquisitions, Investment Management, International Law, Due Diligence, Corporate Finance, Investments, Entrepreneurship, Venture Capital, Investment Banking, Corporate Development, M&A experience, Start-ups, Joint Ventures, IPO, International Business, Finance, Valuation, Strategy, Financial Services
Education
Indiana University Bloomington 1975 — 1977
Master of Business Administration (MBA), Finance & International Business
Université Louis Pasteur (Strasbourg I) 1970 — 1974
Maitrise, Economics
Bryan Wilhelm's Merrill Lynch Experience 2007 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Education
Indiana University Bloomington 1994 — 1998
Merrill Lynch 2007 - Present
Education
Indiana University Bloomington 1994 — 1998
Randy Cohen's Merrill Lynch Experience January 2010 - Present
Job Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
UBS 1998 - 2010
OLDE Discount Stockbrokers 1993 - 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investments, Asset Management, Series 7, Portfolio Management, Retirement, Series 63, Mutual Funds, Insurance, Bonds, Estate Planning, Annuities, Long Term Care, Series 24, Financial Advisory, Retirement Income..., IRA's, Investment Strategies, Risk Management, Insurance Planning, Investment Products, Securities, Equities, Fixed Income, Financial Planning, Chartered Retirement..., Alternative Investments, Asset Managment, Financial Analysis, Financial Planners, IRAs, Investment Management, Mortgage Lending, Series 65, Strategic Financial..., Uniform Combined State...
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance, General
University of Wollongong
University of Wollongong
Merrill Lynch January 2010 - Present
UBS 1998 - 2010
OLDE Discount Stockbrokers 1993 - 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investments, Asset Management, Series 7, Portfolio Management, Retirement, Series 63, Mutual Funds, Insurance, Bonds, Estate Planning, Annuities, Long Term Care, Series 24, Financial Advisory, Retirement Income..., IRA's, Investment Strategies, Risk Management, Insurance Planning, Investment Products, Securities, Equities, Fixed Income, Financial Planning, Chartered Retirement..., Alternative Investments, Asset Managment, Financial Analysis, Financial Planners, IRAs, Investment Management, Mortgage Lending, Series 65, Strategic Financial..., Uniform Combined State...
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance, General
University of Wollongong
University of Wollongong
Douglas Corra's Merrill Lynch Experience July 2010 - December 2012
Job Financial Industry Professional looking for next job opportunity
Industry Financial Services
Experience
Merrill Lynch July 2010 - December 2012
Fidelity Investments May 2006 - June 2010
Fidelity Investments March 2004 - September 2006
Fidelity Investments July 2002 - March 2004
Fidelity Investments November 1993 - July 2002
Fidelity Investments April 1992 - November 1993
Fidelity Investments June 1991 - April 1992
Fidelity Investments June 1989 - June 1991
Hibbard Brown & Co October 1988 - June 1989
Principal Financial Group June 1987 - June 1988
Skills
Series 7, Mutual Funds, Retirement, 401k, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 63, Relationship Mgmt, Relationship-building..., CFP courses, Wealth Management, CRPC- Chartered..., Investment Advisory, Investments, Asset Allocation, Securities, Uniform Combined State..., Series 24, Series 66, Life & Health Insurance..., Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services, Relationship Management, Series 6
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science, Management and Public Affairs
Merrill Lynch July 2010 - December 2012
Fidelity Investments May 2006 - June 2010
Fidelity Investments March 2004 - September 2006
Fidelity Investments July 2002 - March 2004
Fidelity Investments November 1993 - July 2002
Fidelity Investments April 1992 - November 1993
Fidelity Investments June 1991 - April 1992
Fidelity Investments June 1989 - June 1991
Hibbard Brown & Co October 1988 - June 1989
Principal Financial Group June 1987 - June 1988
Skills
Series 7, Mutual Funds, Retirement, 401k, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 63, Relationship Mgmt, Relationship-building..., CFP courses, Wealth Management, CRPC- Chartered..., Investment Advisory, Investments, Asset Allocation, Securities, Uniform Combined State..., Series 24, Series 66, Life & Health Insurance..., Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services, Relationship Management, Series 6
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science, Management and Public Affairs
Mike Hofheinz's Merrill Lynch Experience 2000 - 2004
Job Director, Mortgage Originations at MetLife
Industry Real Estate
Experience
MetLife 2004 - Present
Merrill Lynch 2000 - 2004
Prudential Financial 1996 - 2000
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
MBA, Finance
Indiana University Bloomington 1987 — 1990
BS, Business Econmics and Public Policy
MetLife 2004 - Present
Merrill Lynch 2000 - 2004
Prudential Financial 1996 - 2000
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
MBA, Finance
Indiana University Bloomington 1987 — 1990
BS, Business Econmics and Public Policy
Chris Padgett's Merrill Lynch Experience November 1991 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1991 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Investment Strategies, Strategic Financial..., Equities, Fixed Income, Fixed Annuities, Portfolio Management, Investment Advisory, Financial Modeling, Saving for Education, Asset Management, Financial Advisory, 401k Rollovers, Securities, Retirement, Financial Analysis, Estate Planning, Mutual Funds
Education
Indiana University Bloomington 1982 — 1985
Bachelor's degree, Business Administration, Management and Operations
Noblesville High School 1978 — 1981
Merrill Lynch November 1991 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Investment Strategies, Strategic Financial..., Equities, Fixed Income, Fixed Annuities, Portfolio Management, Investment Advisory, Financial Modeling, Saving for Education, Asset Management, Financial Advisory, 401k Rollovers, Securities, Retirement, Financial Analysis, Estate Planning, Mutual Funds
Education
Indiana University Bloomington 1982 — 1985
Bachelor's degree, Business Administration, Management and Operations
Noblesville High School 1978 — 1981
Michael Santostefano's Merrill Lynch Experience May 2005 - August 2005
Job Sr. Business Analyst, Corporate Development at Zebra Technologies
Industry Electrical/Electronic Manufacturing
Experience
Zebra Technologies March 2015 - Present
Zebra Technologies January 2012 - March 2015
Zebra Technologies April 2008 - January 2012
Zebra Technologies February 2007 - April 2008
National City Bank June 2006 - February 2007
Merrill Lynch May 2005 - August 2005
Skills
Negotiation, Financial Modeling, Competitive Analysis, Account Management, Project Management, Business Strategy, New Venture Development, Growth Strategies, Due Diligence, Mergers, Financial Analysis, Corporate Development, Analytics, Channel Partners, Management, Mergers & Acquisitions, New Business Development, Solution Selling, Market Analysis, Sales Operations
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
New Trier High School 1999 — 2002
Zebra Technologies March 2015 - Present
Zebra Technologies January 2012 - March 2015
Zebra Technologies April 2008 - January 2012
Zebra Technologies February 2007 - April 2008
National City Bank June 2006 - February 2007
Merrill Lynch May 2005 - August 2005
Skills
Negotiation, Financial Modeling, Competitive Analysis, Account Management, Project Management, Business Strategy, New Venture Development, Growth Strategies, Due Diligence, Mergers, Financial Analysis, Corporate Development, Analytics, Channel Partners, Management, Mergers & Acquisitions, New Business Development, Solution Selling, Market Analysis, Sales Operations
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
New Trier High School 1999 — 2002
Prasath Skantharajah's Merrill Lynch Experience July 2006 - December 2009
Job Manager, Advisory Services at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC January 2014 - Present
Bank of America January 2010 - December 2013
Merrill Lynch July 2006 - December 2009
IBM June 2005 - August 2005
Skills
Business Analysis, Project Management, Risk Management, Process Improvement, SDLC, IT Strategy, Testing, Requirements Analysis, Six Sigma, Visio, MS Project, Management, Vendor Management, Quality Assurance, Data Analysis, Financial Analysis, Program Management, IT Audit, Cross-functional Team..., Business Requirements, Change Management, Analysis, Financial Modeling, Management Consulting, PMP, Access, Workday
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (MBA)
Stevens Institute of Technology 2007 — 2009
Master of Science (MSc), Technology Management
Penn State University 2002 — 2006
Bachelor of Science (BSc), Information Sciences and Technology
PwC July 2015 - Present
PwC January 2014 - Present
Bank of America January 2010 - December 2013
Merrill Lynch July 2006 - December 2009
IBM June 2005 - August 2005
Skills
Business Analysis, Project Management, Risk Management, Process Improvement, SDLC, IT Strategy, Testing, Requirements Analysis, Six Sigma, Visio, MS Project, Management, Vendor Management, Quality Assurance, Data Analysis, Financial Analysis, Program Management, IT Audit, Cross-functional Team..., Business Requirements, Change Management, Analysis, Financial Modeling, Management Consulting, PMP, Access, Workday
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (MBA)
Stevens Institute of Technology 2007 — 2009
Master of Science (MSc), Technology Management
Penn State University 2002 — 2006
Bachelor of Science (BSc), Information Sciences and Technology
Reggie Hayes's Merrill Lynch Experience February 2006 - February 2008
Job Vice President, BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch June 2009 - Present
Merrill Lynch February 2006 - February 2008
Education
Indiana University Bloomington 2000 — 2005
BA, MBA, Accounting, Finance
BofA Merrill Lynch June 2009 - Present
Merrill Lynch February 2006 - February 2008
Education
Indiana University Bloomington 2000 — 2005
BA, MBA, Accounting, Finance
Ryan VanMeter's Merrill Lynch Experience August 2013 - Present
Job Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch January 2012 - July 2013
Merrill Lynch November 2009 - 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
Finance
Merrill Lynch August 2013 - Present
Merrill Lynch January 2012 - July 2013
Merrill Lynch November 2009 - 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
Finance
Stephanie Blount, CMP, HMCC's Merrill Lynch Experience November 2009 - April 2012
Job Account Lead
Industry Events Services
Experience
Meetings & Incentives Worldwide, Inc. March 2013 - Present
Short's Travel Management - NCAA July 2012 - March 2013
Merrill Lynch November 2009 - April 2012
VMS BioMarketing December 2004 - November 2009
Skills
Event Planning, Customer Service, Event Management, Meeting Planning, Marketing, Hospitality, Corporate Events, Trade Shows, Tourism, Hotels, Food, Hospitality Management, Food & Beverage, Team Building, Social Networking, Project Management, Restaurants, Hospitality Industry, Management, Volunteer Management, Email Marketing, Public Relations, Microsoft Office, Time Management, Customer Satisfaction, Marketing Communications, Contract Negotiation, PowerPoint, Marketing Strategy, New Business Development, Travel Management, Budgets, Social Media Marketing, Program Management, Catering, Negotiation, Training, Sponsorship, Strategic Planning, Fundraising
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science (B.S.), Natural Resource Recreation and Tourism
Meetings & Incentives Worldwide, Inc. March 2013 - Present
Short's Travel Management - NCAA July 2012 - March 2013
Merrill Lynch November 2009 - April 2012
VMS BioMarketing December 2004 - November 2009
Skills
Event Planning, Customer Service, Event Management, Meeting Planning, Marketing, Hospitality, Corporate Events, Trade Shows, Tourism, Hotels, Food, Hospitality Management, Food & Beverage, Team Building, Social Networking, Project Management, Restaurants, Hospitality Industry, Management, Volunteer Management, Email Marketing, Public Relations, Microsoft Office, Time Management, Customer Satisfaction, Marketing Communications, Contract Negotiation, PowerPoint, Marketing Strategy, New Business Development, Travel Management, Budgets, Social Media Marketing, Program Management, Catering, Negotiation, Training, Sponsorship, Strategic Planning, Fundraising
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science (B.S.), Natural Resource Recreation and Tourism
Eric Moore's Merrill Lynch Experience 1999 - 2002
Job President Trade Informatics
Industry Investment Management
Experience
Trade Informatics June 2014 - Present
Peak6 May 2008 - December 2012
JP Morgan 2002 - 2004
Merrill Lynch 1999 - 2002
Merrill Lynch 1993 - 1996
O'Connor and Associates 1987 - 1991
Skills
Equities, Trading, Program Trading, Derivatives, Options, Trading Systems, Capital Markets, Electronic Trading, Equity Derivatives, Bloomberg, Fixed Income, Hedge Funds, Series 7, Portfolio Management, Risk Management, Financial Markets
Education
Indiana University Bloomington 1983 — 1987
BS-Honors, Business-Finance
Trade Informatics June 2014 - Present
Peak6 May 2008 - December 2012
JP Morgan 2002 - 2004
Merrill Lynch 1999 - 2002
Merrill Lynch 1993 - 1996
O'Connor and Associates 1987 - 1991
Skills
Equities, Trading, Program Trading, Derivatives, Options, Trading Systems, Capital Markets, Electronic Trading, Equity Derivatives, Bloomberg, Fixed Income, Hedge Funds, Series 7, Portfolio Management, Risk Management, Financial Markets
Education
Indiana University Bloomington 1983 — 1987
BS-Honors, Business-Finance
Matt Manuwal's Merrill Lynch Experience July 2002 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2002 - Present
Education
Xavier University - Williams College of Business 1999 — 2000
MBA
Indiana University - Kelley School of Business 1994 — 1997
B.S., Marketing
Merrill Lynch July 2002 - Present
Education
Xavier University - Williams College of Business 1999 — 2000
MBA
Indiana University - Kelley School of Business 1994 — 1997
B.S., Marketing
Richard Hollingsworth's Merrill Lynch Experience 1976 - 1982
Job Relationship Manager at Sungard Wall Street Concepts
Industry Financial Services
Experience
Sungard Wall Street Concepts April 2011 - Present
Jeffries & Company, Inc October 2009 - April 2011
Ameriprise Advisor Services, Inc October 2000 - October 2009
H&R Block Financial Advisors 2000 - 2009
Merrill Lynch 1976 - 1982
Skills
Management, Fixed Income, Tax Reporting, Accounting, Tax, Financial Services, Securities, Equities, Investments, Financial Statements, Finance, Corporate Actions, Mutual Funds, Strategic Financial..., Asset Management, Wealth Management, Cash Management, Series 7
Education
Indiana University - Kelley School of Business 1975 — 1976
MBA, Finance
Purdue University 1969 — 1973
BS, Business Economics
Sungard Wall Street Concepts April 2011 - Present
Jeffries & Company, Inc October 2009 - April 2011
Ameriprise Advisor Services, Inc October 2000 - October 2009
H&R Block Financial Advisors 2000 - 2009
Merrill Lynch 1976 - 1982
Skills
Management, Fixed Income, Tax Reporting, Accounting, Tax, Financial Services, Securities, Equities, Investments, Financial Statements, Finance, Corporate Actions, Mutual Funds, Strategic Financial..., Asset Management, Wealth Management, Cash Management, Series 7
Education
Indiana University - Kelley School of Business 1975 — 1976
MBA, Finance
Purdue University 1969 — 1973
BS, Business Economics
Amy Rome's Merrill Lynch Experience January 1990 - May 1998
Job New Home Sales at Richmond American Homes
Industry Real Estate
Experience
Richmond American Homes September 2014 - Present
The Club at Ravenna October 2012 - May 2014
Columbine Label Company, Inc. August 2010 - July 2012
Art of Design September 2009 - September 2010
Kacey Fine Furniture January 2008 - September 2009
Loudmouth Media January 2007 - September 2008
Columbine Country Club 1999 - 2007
Merrill Lynch January 1990 - May 1998
Skills
Sales Support, Customer Service, Marketing Strategy, Consultative Selling, Interior Design, Labels, Customer Experience, Advertising Sales, High Energy, Entrepreneurial Skills, Digital Printing, Printing Solutions, Customer Acquisition, Branding, Copywriting, Selling, Sales Operations, Account Management, Entrepreneurship, Space planning, Advertising, Event Planning, Sales, Marketing, Event Management, Social Media Marketing, Team Building, Budgets, Leadership, Strategic Planning, Management, Sales Management, New Business Development, Contract Negotiation, Social Media, Public Relations
Education
Indiana University Bloomington 1987 — 1988
Theater
Indiana University Bloomington
Richmond American Homes September 2014 - Present
The Club at Ravenna October 2012 - May 2014
Columbine Label Company, Inc. August 2010 - July 2012
Art of Design September 2009 - September 2010
Kacey Fine Furniture January 2008 - September 2009
Loudmouth Media January 2007 - September 2008
Columbine Country Club 1999 - 2007
Merrill Lynch January 1990 - May 1998
Skills
Sales Support, Customer Service, Marketing Strategy, Consultative Selling, Interior Design, Labels, Customer Experience, Advertising Sales, High Energy, Entrepreneurial Skills, Digital Printing, Printing Solutions, Customer Acquisition, Branding, Copywriting, Selling, Sales Operations, Account Management, Entrepreneurship, Space planning, Advertising, Event Planning, Sales, Marketing, Event Management, Social Media Marketing, Team Building, Budgets, Leadership, Strategic Planning, Management, Sales Management, New Business Development, Contract Negotiation, Social Media, Public Relations
Education
Indiana University Bloomington 1987 — 1988
Theater
Indiana University Bloomington
Scott Sipes's Merrill Lynch Experience 2011 - Present
Job Retirement Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Galt Investments 2009 - 2011
The Just Company 2008 - 2009
Lincoln Financial Distributors 2007 - 2008
AXA Distributors March 2006 - November 2007
GE Financial 2000 - 2006
Skills
Alternative Investments, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
Indiana University Bloomington
BS
Merrill Lynch 2011 - Present
Galt Investments 2009 - 2011
The Just Company 2008 - 2009
Lincoln Financial Distributors 2007 - 2008
AXA Distributors March 2006 - November 2007
GE Financial 2000 - 2006
Skills
Alternative Investments, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
Indiana University Bloomington
BS
Scott Gohl's Merrill Lynch Experience 2004 - 2009
Job Director Real Estate
Industry Commercial Real Estate
Experience
Spyglass Holdings, LLC April 2009 - Present
Merrill Lynch 2004 - 2009
Los Angeles Unified School District 2001 - 2004
Education
Indiana University Bloomington
BS, Finance - Real Estate Administration
Spyglass Holdings, LLC April 2009 - Present
Merrill Lynch 2004 - 2009
Los Angeles Unified School District 2001 - 2004
Education
Indiana University Bloomington
BS, Finance - Real Estate Administration
Barry Dubin's Merrill Lynch Experience March 2003 - March 2005
Job Equity Sponsor
Industry Venture Capital & Private Equity
Experience
Various Organizations 2009 - Present
Building Products Manufacturer January 2005 - December 2008
Merrill Lynch March 2003 - March 2005
Arthur Andersen LLP May 1998 - 2002
Skills
Private Equity, Mergers, Due Diligence, Investments, Debt, Restaurants, Food Service, Company Acquisitions, Divestitures, Equity Capital Markets
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA, Stragegy & Management
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Accounting, Finance, International Busines
Various Organizations 2009 - Present
Building Products Manufacturer January 2005 - December 2008
Merrill Lynch March 2003 - March 2005
Arthur Andersen LLP May 1998 - 2002
Skills
Private Equity, Mergers, Due Diligence, Investments, Debt, Restaurants, Food Service, Company Acquisitions, Divestitures, Equity Capital Markets
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA, Stragegy & Management
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Accounting, Finance, International Busines
Susan Paine's Merrill Lynch Experience 1997 - 1997
Job Consultant, ISDA/DoddFrank at Societe Generale
Industry Capital Markets
Experience
Societe Generale September 2012 - Present
The Royal Bank of Scotland plc February 2012 - August 2012
Barclays Capital April 2011 - February 2012
State Street 2010 - June 2011
RenCap Securities, Inc. November 2007 - October 2008
Tribeca Global Management LLC 2004 - 2007
Mizuho Capital Markets Corp. 2001 - 2003
HypoVereinsbank 1997 - 2001
Merrill Lynch 1997 - 1997
J.P. Morgan 1992 - 1994
Skills
Derivatives, Capital Markets, Hedge Funds, Due Diligence, Asset Managment, Securities, Fixed Income, Equities, Investment Banking
Education
Indiana University School of Law - Indianapolis 1978 — 1981
J.D., Cum Laude, Law
Indiana University Bloomington 1974 — 1977
B.A., Slavic Studies
Culver Educational Foundation
Societe Generale September 2012 - Present
The Royal Bank of Scotland plc February 2012 - August 2012
Barclays Capital April 2011 - February 2012
State Street 2010 - June 2011
RenCap Securities, Inc. November 2007 - October 2008
Tribeca Global Management LLC 2004 - 2007
Mizuho Capital Markets Corp. 2001 - 2003
HypoVereinsbank 1997 - 2001
Merrill Lynch 1997 - 1997
J.P. Morgan 1992 - 1994
Skills
Derivatives, Capital Markets, Hedge Funds, Due Diligence, Asset Managment, Securities, Fixed Income, Equities, Investment Banking
Education
Indiana University School of Law - Indianapolis 1978 — 1981
J.D., Cum Laude, Law
Indiana University Bloomington 1974 — 1977
B.A., Slavic Studies
Culver Educational Foundation
Priyanka Madhavaram's Merrill Lynch Experience 2009 - 2009
Job AVP, Internal Audit FICC Rates at Barclays
Industry Financial Services
Experience
Barclays August 2014 - Present
Deloitte & Touche September 2010 - August 2014
Kelley School of Business August 2008 - May 2010
Merrill Lynch 2009 - 2009
Prudent Financial Services May 2007 - June 2008
Skills
Financial Modeling, Strategy, Payroll, Valuation, Finance, Budgets, Financial Analysis, Auditing, Corporate Finance, Internal Audit
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Investment Management-Finance
Barclays August 2014 - Present
Deloitte & Touche September 2010 - August 2014
Kelley School of Business August 2008 - May 2010
Merrill Lynch 2009 - 2009
Prudent Financial Services May 2007 - June 2008
Skills
Financial Modeling, Strategy, Payroll, Valuation, Finance, Budgets, Financial Analysis, Auditing, Corporate Finance, Internal Audit
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Investment Management-Finance
Drew Sease's Merrill Lynch Experience October 2011 - March 2012
Job Account Executive at Geofeedia
Industry Information Technology and Services
Experience
Geofeedia March 2015 - Present
Opentopic October 2014 - March 2015
Groupon September 2012 - October 2014
Hireology May 2012 - September 2012
Merrill Lynch October 2011 - March 2012
Northwestern Mutual May 2010 - October 2011
Northwestern Mutual August 2008 - May 2010
Meridian Hills Country Club April 2007 - September 2009
Meridian Hills Country Club May 2006 - August 2009
Skills
Leadership, Marketing, Social Networking, Sales, Social Media, Management, Lead Generation, Time Management, Cold Calling, Salesforce.com, New Business Development, Networking, Event Planning, Advertising, Team Leadership, SaaS, Problem Solving, Coaching, Microsoft Office, Event Management, Strategic Partnerships, Consulting, Writing, Computing, Healthy Lifestyle, Sales Presentations, Client Presentation, Strengthening Client..., Fitness, Teamwork, Revenue Analysis, SEO, Google Apps, Enterprise Software, Volunteering, Content Marketing, Branding, Cloud Applications, Digital Strategy, Content Strategy, Sales Management, Salesforce.com..., Brand Marketing, Start-ups, Salesforce.com..., Insurance, Wealth Management, Life Insurance, Disability Insurance
Education
Indiana University Bloomington 2006 — 2010
BA, History
Geofeedia March 2015 - Present
Opentopic October 2014 - March 2015
Groupon September 2012 - October 2014
Hireology May 2012 - September 2012
Merrill Lynch October 2011 - March 2012
Northwestern Mutual May 2010 - October 2011
Northwestern Mutual August 2008 - May 2010
Meridian Hills Country Club April 2007 - September 2009
Meridian Hills Country Club May 2006 - August 2009
Skills
Leadership, Marketing, Social Networking, Sales, Social Media, Management, Lead Generation, Time Management, Cold Calling, Salesforce.com, New Business Development, Networking, Event Planning, Advertising, Team Leadership, SaaS, Problem Solving, Coaching, Microsoft Office, Event Management, Strategic Partnerships, Consulting, Writing, Computing, Healthy Lifestyle, Sales Presentations, Client Presentation, Strengthening Client..., Fitness, Teamwork, Revenue Analysis, SEO, Google Apps, Enterprise Software, Volunteering, Content Marketing, Branding, Cloud Applications, Digital Strategy, Content Strategy, Sales Management, Salesforce.com..., Brand Marketing, Start-ups, Salesforce.com..., Insurance, Wealth Management, Life Insurance, Disability Insurance
Education
Indiana University Bloomington 2006 — 2010
BA, History
Laura Grogan-O'Mara's Merrill Lynch Experience October 2005 - Present
Job Director, Legislative and Public Policy at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
Merrill Lynch February 2002 - October 2005
Merrill Lynch March 2000 - September 2003
PenServ 1996 - 2000
Merrill Lynch April 1992 - December 1996
Merrill Lynch April 1991 - April 1992
Merrill Lynch July 1989 - April 1991
Skills
Investments, Legislative Affairs, Project Management, Qualified Retirement..., Retirement Benefits, Retirement Planning, Training, Wealth Management, ERISA, Retirement, 401k, Financial Services, FINRA, Securities
Education
Indiana University Bloomington 1982 — 1989
BS, Music and English
Merrill Lynch October 2005 - Present
Merrill Lynch February 2002 - October 2005
Merrill Lynch March 2000 - September 2003
PenServ 1996 - 2000
Merrill Lynch April 1992 - December 1996
Merrill Lynch April 1991 - April 1992
Merrill Lynch July 1989 - April 1991
Skills
Investments, Legislative Affairs, Project Management, Qualified Retirement..., Retirement Benefits, Retirement Planning, Training, Wealth Management, ERISA, Retirement, 401k, Financial Services, FINRA, Securities
Education
Indiana University Bloomington 1982 — 1989
BS, Music and English
Steve Kucharski's Merrill Lynch Experience August 1991 - January 1999
Job Financial Advisor at Simcox Financial Services
Industry Financial Services
Experience
Simcox Financial Services May 2014 - Present
Braun Wealth Management Group January 1999 - April 2014
Merrill Lynch August 1991 - January 1999
Skills
Strategic Planning, Marketing Strategy, Management, Investments, Business Development, Strategic Financial..., Business Strategy, Wealth Management, Management Consulting, Portfolio Management, Public Speaking, New Business Development, Strategy, Sales Management, Marketing Communications, Finance, Marketing, Social Media Marketing, Project Management, Business Planning, Networking, Insurance, Team Building, Sales, Process Improvement, Entrepreneurship, Contract Negotiation, Mutual Funds, Account Management, Small Business, B2B, Negotiation, Start-ups, Leadership, Coaching, Business Analysis, Social Media, Retirement Planning
Education
Indiana University Bloomington 1979 — 1983
BS, Marketing
Simcox Financial Services May 2014 - Present
Braun Wealth Management Group January 1999 - April 2014
Merrill Lynch August 1991 - January 1999
Skills
Strategic Planning, Marketing Strategy, Management, Investments, Business Development, Strategic Financial..., Business Strategy, Wealth Management, Management Consulting, Portfolio Management, Public Speaking, New Business Development, Strategy, Sales Management, Marketing Communications, Finance, Marketing, Social Media Marketing, Project Management, Business Planning, Networking, Insurance, Team Building, Sales, Process Improvement, Entrepreneurship, Contract Negotiation, Mutual Funds, Account Management, Small Business, B2B, Negotiation, Start-ups, Leadership, Coaching, Business Analysis, Social Media, Retirement Planning
Education
Indiana University Bloomington 1979 — 1983
BS, Marketing
Steven Sieni's Merrill Lynch Experience May 2007 - May 2008
Job at Perry Capital
Industry Investment Banking
Experience
Perry Capital May 2011 - Present
JP Morgan June 2008 - May 2011
Merrill Lynch May 2007 - May 2008
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives, Alternative Investments, Risk Management, Prime Brokerage, Options, Investment Banking, Capital Markets, Communication Skills, Securities
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Perry Capital May 2011 - Present
JP Morgan June 2008 - May 2011
Merrill Lynch May 2007 - May 2008
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives, Alternative Investments, Risk Management, Prime Brokerage, Options, Investment Banking, Capital Markets, Communication Skills, Securities
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Dave Whisler's Merrill Lynch Experience 1994 - 1995
Job Chief Financial Officer at Medical Informatics Engineering, Inc.
Industry Commercial Real Estate
Experience
Medical Informatics Engineering, Inc. June 2014 - Present
CB Richard Ellis/Sturges 2003 - June 2014
5/3 Bank 2001 - 2003
National City Bank 1995 - 2001
Merrill Lynch 1994 - 1995
Equity Investment Group 1993 - 1994
Bechtel Investments Realty 1985 - 1993
Vintage Properties 1982 - 1985
Guy F. Atkinson Company 1980 - 1982
Arthur Andersen & Co 1975 - 1980
Skills
Financial Analysis, Auditing, Due Diligence, Tax, Internal Audit, Cash Management, GAAP, Finance, Financial Reporting, Accounting, Internal Controls, Managerial Finance, CPA, Budgets, Portfolio Management, Leadership, Management, Strategic Planning, Financial Planning
Education
Indiana University Bloomington 1970 — 1975
BS, Accounting
Medical Informatics Engineering, Inc. June 2014 - Present
CB Richard Ellis/Sturges 2003 - June 2014
5/3 Bank 2001 - 2003
National City Bank 1995 - 2001
Merrill Lynch 1994 - 1995
Equity Investment Group 1993 - 1994
Bechtel Investments Realty 1985 - 1993
Vintage Properties 1982 - 1985
Guy F. Atkinson Company 1980 - 1982
Arthur Andersen & Co 1975 - 1980
Skills
Financial Analysis, Auditing, Due Diligence, Tax, Internal Audit, Cash Management, GAAP, Finance, Financial Reporting, Accounting, Internal Controls, Managerial Finance, CPA, Budgets, Portfolio Management, Leadership, Management, Strategic Planning, Financial Planning
Education
Indiana University Bloomington 1970 — 1975
BS, Accounting
Mark Damer's Merrill Lynch Experience April 1994 - November 2001
Job President at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co. November 2013 - Present
David A. Noyes & Co. June 2013 - Present
David A. Noyes & Co. May 2007 - Present
Morgan Stanley 2001 - 2007
Merrill Lynch April 1994 - November 2001
Merrill Lynch April 1989 - March 1994
AT&T February 1978 - November 1987
Skills
Series 7, Asset Allocation, Mutual Funds, Financial Advisory, Investments, Asset Management, Sales, Series 63, Portfolio Management, Strategic Financial...
Education
Indiana University - Kelley School of Business 1979 — 1983
MBA, Marketing
Indiana University - Kelley School of Business 1975 — 1978
B.S., Marketing
David A. Noyes & Co. November 2013 - Present
David A. Noyes & Co. June 2013 - Present
David A. Noyes & Co. May 2007 - Present
Morgan Stanley 2001 - 2007
Merrill Lynch April 1994 - November 2001
Merrill Lynch April 1989 - March 1994
AT&T February 1978 - November 1987
Skills
Series 7, Asset Allocation, Mutual Funds, Financial Advisory, Investments, Asset Management, Sales, Series 63, Portfolio Management, Strategic Financial...
Education
Indiana University - Kelley School of Business 1979 — 1983
MBA, Marketing
Indiana University - Kelley School of Business 1975 — 1978
B.S., Marketing
Marie Lang's Merrill Lynch Experience 1978 - 1980
Job Church Administrator at First United Methodist Church
Industry Nonprofit Organization Management
Experience
First United Methodist Church December 2011 - Present
Fletcher Place Community Center February 2011 - October 2011
Indiana Conference United Methodist Church 1996 - 2011
United Methodist Foundation of South Indiana August 2000 - December 2010
General Board of Church and Society 2004 - 2008
Roberts Park United Methodist Church 1995 - 1998
Greenwood United Methodist Church 1992 - 1995
Ivy Tech State College 1988 - 1992
American Fletcher/BancOne Securities 1980 - 1988
Merrill Lynch 1978 - 1980
Skills
Nonprofit executive, Strategic Planning, Turnaround, Non-profits, Pastoral Care, Preaching, Nonprofits, Community Outreach, Volunteer Management, Theology, Discipleship, Church Events, Teaching, Biblical Studies, Religion, Stewardship, Missions, Fundraising, Pastoral Counseling
Education
Christian Theological Seminary 1998 — 2000
MTS, Theological Studies
Indiana University - Kelley School of Business
B.S., Finance
First United Methodist Church December 2011 - Present
Fletcher Place Community Center February 2011 - October 2011
Indiana Conference United Methodist Church 1996 - 2011
United Methodist Foundation of South Indiana August 2000 - December 2010
General Board of Church and Society 2004 - 2008
Roberts Park United Methodist Church 1995 - 1998
Greenwood United Methodist Church 1992 - 1995
Ivy Tech State College 1988 - 1992
American Fletcher/BancOne Securities 1980 - 1988
Merrill Lynch 1978 - 1980
Skills
Nonprofit executive, Strategic Planning, Turnaround, Non-profits, Pastoral Care, Preaching, Nonprofits, Community Outreach, Volunteer Management, Theology, Discipleship, Church Events, Teaching, Biblical Studies, Religion, Stewardship, Missions, Fundraising, Pastoral Counseling
Education
Christian Theological Seminary 1998 — 2000
MTS, Theological Studies
Indiana University - Kelley School of Business
B.S., Finance
Art Schalk's Merrill Lynch Experience October 1992 - March 1995
Job Trader
Industry Financial Services
Experience
ART SCHALK TRADING January 2008 - Present
American Invsco Real Estate June 2007 - January 2008
Coldwell Banker March 2003 - May 2007
Nextel Communications May 1996 - October 2002
Chicago Board of Trade March 1995 - May 1996
Merrill Lynch October 1992 - March 1995
IDS / American Express October 1988 - October 1992
Arthur Andersen & Co., Chicago WHQ January 1988 - October 1988
Chicago Board of Trade May 1981 - February 1986
Skills
Short Sales, REO, Relocation, New Home Sales, Property Management, Real Estate Development
Education
DePaul University Computer CCP Program 1988 1987 — 1988
CCP, Computer Science, A +
Indiana University Bloomington 1981 — 1985
Bachelor of Business Administration (BBA), Business Analysis, B
ART SCHALK TRADING January 2008 - Present
American Invsco Real Estate June 2007 - January 2008
Coldwell Banker March 2003 - May 2007
Nextel Communications May 1996 - October 2002
Chicago Board of Trade March 1995 - May 1996
Merrill Lynch October 1992 - March 1995
IDS / American Express October 1988 - October 1992
Arthur Andersen & Co., Chicago WHQ January 1988 - October 1988
Chicago Board of Trade May 1981 - February 1986
Skills
Short Sales, REO, Relocation, New Home Sales, Property Management, Real Estate Development
Education
DePaul University Computer CCP Program 1988 1987 — 1988
CCP, Computer Science, A +
Indiana University Bloomington 1981 — 1985
Bachelor of Business Administration (BBA), Business Analysis, B
Matthew Landini's Merrill Lynch Experience January 2007 - August 2009
Job Genuine investment advisor with the integrity and knowledge to you can rely on to achieve your financial goals.
Industry Financial Services
Experience
Genuine Wealth Management April 2010 - Present
Merrill Lynch January 2007 - August 2009
TIAA-CREF January 2001 - December 2006
Education
Indiana University - Kelley School of Business 1975 — 1980
BS, Accounting
Genuine Wealth Management April 2010 - Present
Merrill Lynch January 2007 - August 2009
TIAA-CREF January 2001 - December 2006
Education
Indiana University - Kelley School of Business 1975 — 1980
BS, Accounting
Timothy J. Lee's Merrill Lynch Experience 2003 - 2005
Job Consultant at Independent Consultant
Industry Medical Devices
Experience
Independent Consultant October 2013 - Present
QiG Group, a subsidiary of Greatbatch September 2012 - July 2013
Independent Consultant 2011 - September 2012
Piper Jaffray 2008 - 2011
Caris & Company 2007 - 2008
Kaufman Bros. 2006 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Cowen and Company 1998 - 1999
Cowen and Company 1996 - 1998
Skills
Research, Equities, Economics, Equity Research, Equity Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management, Due Diligence, Mergers, Corporate Development, Investor Relations, Start-ups
Education
Indiana University - Kelley School of Business
MBA, Finance
University of the Pacific
BS, Computer Engineering
Independent Consultant October 2013 - Present
QiG Group, a subsidiary of Greatbatch September 2012 - July 2013
Independent Consultant 2011 - September 2012
Piper Jaffray 2008 - 2011
Caris & Company 2007 - 2008
Kaufman Bros. 2006 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Cowen and Company 1998 - 1999
Cowen and Company 1996 - 1998
Skills
Research, Equities, Economics, Equity Research, Equity Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management, Due Diligence, Mergers, Corporate Development, Investor Relations, Start-ups
Education
Indiana University - Kelley School of Business
MBA, Finance
University of the Pacific
BS, Computer Engineering
Kyle Klepsch's Merrill Lynch Experience March 2006 - May 2009
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
City Securities Corporation May 2009 - May 2014
Merrill Lynch March 2006 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Alternative Investments, Investments, Asset Management, Bonds, Insurance, Fixed Income, Life Insurance, Equities, Series 63
Education
Indiana University Robert H. McKinney School of Law 2002 — 2005
Juris Doctor
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Kinesiology
Ameriprise Financial Services, Inc. May 2014 - Present
City Securities Corporation May 2009 - May 2014
Merrill Lynch March 2006 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Alternative Investments, Investments, Asset Management, Bonds, Insurance, Fixed Income, Life Insurance, Equities, Series 63
Education
Indiana University Robert H. McKinney School of Law 2002 — 2005
Juris Doctor
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Kinesiology
Christopher Marzec's Merrill Lynch Experience June 1990 - September 1999
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Smith Barney September 1999 - March 2009
Merrill Lynch June 1990 - September 1999
Education
Indiana University Bloomington 1986 — 1990
BA, Economics, History
Wells Fargo Advisors March 2009 - Present
Smith Barney September 1999 - March 2009
Merrill Lynch June 1990 - September 1999
Education
Indiana University Bloomington 1986 — 1990
BA, Economics, History
Jack Deinlein's Merrill Lynch Experience February 2006 - February 2009
Job Senior Vice President, Investments / Investment Management Consultant at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Merrill Lynch February 2006 - February 2009
Skills
Asset Allocation
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Investment Management Analyst Program, CIMA®
Indiana University - Kelley School of Business 1978 — 1982
Bachelor of Science, Accounting
Raymond James February 2009 - Present
Merrill Lynch February 2006 - February 2009
Skills
Asset Allocation
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Investment Management Analyst Program, CIMA®
Indiana University - Kelley School of Business 1978 — 1982
Bachelor of Science, Accounting
Jason Shah's Merrill Lynch Experience May 2010 - August 2010
Job Analyst at Robert Bosch GmbH
Industry Financial Services
Experience
Robert Bosch GmbH June 2011 - Present
Merrill Lynch May 2010 - August 2010
Skills
Data Analysis, Finance, Microsoft Excel, Accounting, Analysis, Market Research
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S., Finance, Accounting
Robert Bosch GmbH June 2011 - Present
Merrill Lynch May 2010 - August 2010
Skills
Data Analysis, Finance, Microsoft Excel, Accounting, Analysis, Market Research
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S., Finance, Accounting
Cyrus Suleman, CFA's Merrill Lynch Experience May 2007 - August 2007
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Overseas Private Investment Corporation June 2013 - August 2013
Peace Corps September 2010 - November 2012
Bank of America Merrill Lynch July 2008 - September 2010
Merrill Lynch May 2007 - August 2007
Yahoo! May 2006 - July 2006
Skills
International..., Business Strategy, Data Analysis, Customer Service, Finance, Analysis, Spanish, Cyrus, Management Consulting, Financial Analysis, Economics, Research
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Indiana University Bloomington
BS, Kelley School of Business, Finance & International Business
Institution for the International Education of Students
Summer Study Abroad, International Business & Spanish
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Overseas Private Investment Corporation June 2013 - August 2013
Peace Corps September 2010 - November 2012
Bank of America Merrill Lynch July 2008 - September 2010
Merrill Lynch May 2007 - August 2007
Yahoo! May 2006 - July 2006
Skills
International..., Business Strategy, Data Analysis, Customer Service, Finance, Analysis, Spanish, Cyrus, Management Consulting, Financial Analysis, Economics, Research
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Indiana University Bloomington
BS, Kelley School of Business, Finance & International Business
Institution for the International Education of Students
Summer Study Abroad, International Business & Spanish
J Michael Madigan's Merrill Lynch Experience 1998 - 2007
Job Independent investor at Private Family Office (Public Equities Division)
Industry Financial Services
Experience
Private Family Office (Public Equities Division) June 2007 - Present
Merrill Lynch 1998 - 2007
Prudential Securities 1978 - 2007
Education
Indiana University Bloomington
BS, Marketing
Private Family Office (Public Equities Division) June 2007 - Present
Merrill Lynch 1998 - 2007
Prudential Securities 1978 - 2007
Education
Indiana University Bloomington
BS, Marketing
Bryan Rupprecht's Merrill Lynch Experience April 2003 - February 2008
Job Managing Director at MidCap Financial
Industry Financial Services
Experience
MidCap Financial September 2008 - Present
Merrill Lynch April 2003 - February 2008
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Health Policy
Indiana University Bloomington 1990 — 1994
BS, Finance
MidCap Financial September 2008 - Present
Merrill Lynch April 2003 - February 2008
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Health Policy
Indiana University Bloomington 1990 — 1994
BS, Finance
Demetrios Geroulis's Merrill Lynch Experience November 2001 - Present
Job VP Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2001 - Present
Education
Indiana University Bloomington 1989 — 1993
Merrill Lynch November 2001 - Present
Education
Indiana University Bloomington 1989 — 1993
Shawn Eric Williams's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
RS Investments July 2014 - June 2015
Marine Fighter Attack Squadron 323, F/A-18C June 2013 - June 2014
Marine Fighter Attack Squadron 323, F/A-18C October 2012 - June 2013
Marine Fighter Attack Training Squadron 101, F/A-18A-D June 2011 - October 2012
26th Marine Expeditionary Unit June 2009 - June 2011
58th Fighter Squadron, USAF F-15C April 2006 - June 2009
Marine Fighter Attack Squadron 312, F/A-18A+ May 2002 - April 2006
U.S. Marine Corps May 1998 - July 2002
Skills
Weapons, Operational Planning, Tactics, Leadership, Defense, Security Clearance, Strategic Planning, Flights, Air Force, DoD, Military Operations, Tactical Planning, Management, Project Management, National Security, Aircraft, Military Experience, Command, Marines, Dedicated Professional, Joint Military..., Tactical Operations, Aircraft Maintenance, Force Protection, Perseverance, Coalition Planning, Coalition Military..., Joint Planning, Instructor Certified, Computers, Microsoft Office, Finance, Chemistry, Counterterrorism, Cross Functional Team..., Leadership Development, Military Aviation, Program Management, Public Speaking, Team Building, Team Leadership
Education
Indiana University - Kelley School of Business
MBA, Business Administration and Management, General
Indiana University - Kelley School of Business 2011 — 2015
Master of Science (MS) Candidate, Finance, General
US Naval Academy
B.S., Chemistry
Merrill Lynch June 2015 - Present
RS Investments July 2014 - June 2015
Marine Fighter Attack Squadron 323, F/A-18C June 2013 - June 2014
Marine Fighter Attack Squadron 323, F/A-18C October 2012 - June 2013
Marine Fighter Attack Training Squadron 101, F/A-18A-D June 2011 - October 2012
26th Marine Expeditionary Unit June 2009 - June 2011
58th Fighter Squadron, USAF F-15C April 2006 - June 2009
Marine Fighter Attack Squadron 312, F/A-18A+ May 2002 - April 2006
U.S. Marine Corps May 1998 - July 2002
Skills
Weapons, Operational Planning, Tactics, Leadership, Defense, Security Clearance, Strategic Planning, Flights, Air Force, DoD, Military Operations, Tactical Planning, Management, Project Management, National Security, Aircraft, Military Experience, Command, Marines, Dedicated Professional, Joint Military..., Tactical Operations, Aircraft Maintenance, Force Protection, Perseverance, Coalition Planning, Coalition Military..., Joint Planning, Instructor Certified, Computers, Microsoft Office, Finance, Chemistry, Counterterrorism, Cross Functional Team..., Leadership Development, Military Aviation, Program Management, Public Speaking, Team Building, Team Leadership
Education
Indiana University - Kelley School of Business
MBA, Business Administration and Management, General
Indiana University - Kelley School of Business 2011 — 2015
Master of Science (MS) Candidate, Finance, General
US Naval Academy
B.S., Chemistry
Jason Bowling's Merrill Lynch Experience May 2012 - March 2013
Job Member Relatioship Officer at Security Service Federal Credit Union
Industry Banking
Experience
Security Service Federal Credit Union May 2015 - Present
JPMorgan Chase NA March 2013 - May 2015
Merrill Lynch May 2012 - March 2013
Four Corners Painting January 1996 - May 2012
San Antonio River Authority May 1993 - December 1995
Education
The University of Texas at San Antonio 2007 — 2010
MBA, Finance
Indiana University Bloomington 1989 — 1993
Bachelor of Science, Environmental Management
Security Service Federal Credit Union May 2015 - Present
JPMorgan Chase NA March 2013 - May 2015
Merrill Lynch May 2012 - March 2013
Four Corners Painting January 1996 - May 2012
San Antonio River Authority May 1993 - December 1995
Education
The University of Texas at San Antonio 2007 — 2010
MBA, Finance
Indiana University Bloomington 1989 — 1993
Bachelor of Science, Environmental Management
John Rosencrans's Merrill Lynch Experience June 2015 - Present
Job at
Industry Capital Markets
Experience
Merrill Lynch June 2015 - Present
Consolidated Trading November 2014 - June 2015
QGX Trading June 2011 - November 2014
Chicago Board of Trade May 2010 - August 2010
Skills
Options
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance and Economic Consulting
Merrill Lynch June 2015 - Present
Consolidated Trading November 2014 - June 2015
QGX Trading June 2011 - November 2014
Chicago Board of Trade May 2010 - August 2010
Skills
Options
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance and Economic Consulting
Kris Gilbert's Merrill Lynch Experience December 1999 - February 2006
Job
Industry
Experience
University of Kentucky 2006 - Present
University of Kentucky 2011 - 2012
Merrill Lynch December 1999 - February 2006
Education
Indiana University Bloomington
Purdue University
University of Kentucky 2006 - Present
University of Kentucky 2011 - 2012
Merrill Lynch December 1999 - February 2006
Education
Indiana University Bloomington
Purdue University
Larry Kleinman's Merrill Lynch Experience July 2000 - October 2009
Job Managing Director at Goldman Sachs
Industry Banking
Experience
Goldman Sachs June 2014 - Present
Barclays October 2009 - June 2014
Merrill Lynch July 2000 - October 2009
Bear Stearns 1997 - 2000
Skills
Banking, Portfolio Management, Investment Banking, Financial Services, Financial Risk, Credit Risk, Wealth Management, Commercial Banking, Retail Banking, Risk Management, Credit, Private Banking, Relationship Management, Operational Risk, Loans
Education
New York University School of Law 1994 — 1997
Master of Laws (LLM), Taxation
University of Kentucky 1991 — 1994
Doctor of Law (J.D.)
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Accounting
Goldman Sachs June 2014 - Present
Barclays October 2009 - June 2014
Merrill Lynch July 2000 - October 2009
Bear Stearns 1997 - 2000
Skills
Banking, Portfolio Management, Investment Banking, Financial Services, Financial Risk, Credit Risk, Wealth Management, Commercial Banking, Retail Banking, Risk Management, Credit, Private Banking, Relationship Management, Operational Risk, Loans
Education
New York University School of Law 1994 — 1997
Master of Laws (LLM), Taxation
University of Kentucky 1991 — 1994
Doctor of Law (J.D.)
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Accounting
Anthony Trainor's Merrill Lynch Experience May 2012 - August 2012
Job Student at Indiana University Bloomington
Industry
Experience
Credit Suisse June 2013 - August 2013
EY January 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Education
Indiana University Bloomington 2010 — 2014
Credit Suisse June 2013 - August 2013
EY January 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Education
Indiana University Bloomington 2010 — 2014
Jason Charet's Merrill Lynch Experience June 2008 - August 2008
Job J.D. Candidate at New York Law School
Industry Higher Education
Experience
New York Law School August 2012 - Present
The Katter Law Firm July 2013 - November 2013
Mintz & Fraade, P.C. June 2013 - August 2013
New York Civil Court or Queens County October 2011 - May 2012
The Selvin Law Firm June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Legal Studies, General
New York Law School August 2012 - Present
The Katter Law Firm July 2013 - November 2013
Mintz & Fraade, P.C. June 2013 - August 2013
New York Civil Court or Queens County October 2011 - May 2012
The Selvin Law Firm June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Legal Studies, General
Brian Bedell's Merrill Lynch Experience January 2003 - February 2009
Job Vice President at Deutsche Bank Securities
Industry Research
Experience
Deutsche Bank Securities October 2013 - Present
ISI Group March 2009 - October 2013
Merrill Lynch January 2003 - February 2009
Salomon Smith Barney April 1998 - December 2002
Skills
Equity Research, Capital Markets, Management, Equities, Valuation, Financial Modeling, Investment Banking, Investments, Bloomberg, Asset Management
Education
Indiana University Bloomington 2005 — 2007
Master of Business Administration (MBA), Finance & Investment Academy
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics
Deutsche Bank Securities October 2013 - Present
ISI Group March 2009 - October 2013
Merrill Lynch January 2003 - February 2009
Salomon Smith Barney April 1998 - December 2002
Skills
Equity Research, Capital Markets, Management, Equities, Valuation, Financial Modeling, Investment Banking, Investments, Bloomberg, Asset Management
Education
Indiana University Bloomington 2005 — 2007
Master of Business Administration (MBA), Finance & Investment Academy
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics
Norma Snapp's Merrill Lynch Experience June 1993 - January 2000
Job Senior Advisor at Blue Crab Partners
Industry Financial Services
Experience
Smith Barney April 2000 - May 2009
Smith Barney CitiGroup May 2000 - September 2008
Merrill Lynch June 1993 - January 2000
Skills
Risk Management, Strategic Planning, Management Consulting, Finance, Management, Retirement Planning, Nonprofits, Retirement, Fundraising, Process Improvement, Leadership, Customer Service, Project Management
Education
Indiana University Bloomington
Smith Barney April 2000 - May 2009
Smith Barney CitiGroup May 2000 - September 2008
Merrill Lynch June 1993 - January 2000
Skills
Risk Management, Strategic Planning, Management Consulting, Finance, Management, Retirement Planning, Nonprofits, Retirement, Fundraising, Process Improvement, Leadership, Customer Service, Project Management
Education
Indiana University Bloomington
Dillon Broderick's Merrill Lynch Experience May 2014 - August 2014
Job Student at Indiana University Bloomington
Industry
Experience
Merrill Lynch May 2014 - August 2014
City of Cincinnati May 2013 - August 2013
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Public Affairs, Public Administration
Merrill Lynch May 2014 - August 2014
City of Cincinnati May 2013 - August 2013
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Public Affairs, Public Administration
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank