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.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
hardtofindholsters.com 2014 - Present
TQS Corporation 2009 - 2013
Norfolk Consulting Group 2003 - 2008
Norfolk Baseball Company 2003 - 2004
Merrill Lynch 2002 - 2004
Efirms.com 1998 - 2001
Skills
Emergency Services, Disaster Response, Program Management, Business Method Patents, Team Building, Mutual Funds, Strategic Planning, Modern Portfolio Theory, Investment Policy..., Manager Selection, Product Development, Event Planning, Training, Management, Corporate Governance, Leadership, Strategy, Government, Business Development, Contract Negotiation, CRM, Venture Capital, Corporate Development, Entrepreneurship, Mergers & Acquisitions, Private Equity, Consulting, Executive Management, Due Diligence, Analysis, Strategic Partnerships, Business Strategy, Financial Modeling
Education
James Madison University
BBA
Ross University School of Medicine February 2015 - Present
Merrill Lynch July 2011 - January 2015
Empowered Learning Center of Monmouth County June 2010 - June 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Software Documentation, PowerPoint, Call Center, Data Entry, Microsoft Word, Outlook, Customer Satisfaction, Team Leadership, Time Management, Access, Windows 7, Internet Explorer, Team Building, Microsoft Office 2007, Public Speaking, Windows Vista, Psychological Assessment, Counseling Psychology, Call Centers
Education
Monmouth University 2011 — 2013
Master of Arts (M.A.), Psychological Counseling
James Madison University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Infor Golbal Solutions February 2015 - Present
Merrill Lynch November 2013 - November 2014
Merrill Lynch July 2012 - November 2013
United States Marine Corps August 2008 - July 2011
United States Marine Corps December 2004 - July 2011
Skills
Financial Management, Six Sigma, Continuous Improvement, Inventory Management, 5S
Education
Jacksonville University 2012 — 2014
Bachelors of Science, Business Management
Bank of America 2009 - Present
Merrill Lynch 2002 - 2009
Merrill Lynch 1998 - 2002
Western Area Power Administration 1996 - 1998
Western Area Power Administration 1988 - 1996
Skills
SDLC, Strategic Planning, Project Management, Change Management, Risk Management, Process Improvement, Business Analysis, Business Process..., Program Management, IT Strategy, Vendor Management, Governance, Integration, IT Management, Disaster Recovery, Requirements Analysis, Visio, Information Technology, Enterprise Architecture
Education
Jacksonville University 2003 — 2006
MBA, Business
University of Colorado Boulder 1984 — 1988
BS, Electrical Engineering
Wells Fargo Bank, N.A. August 2015 - Present
Wells Fargo Advisors, LLC April 2014 - August 2015
Merrill Lynch March 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Windows, Photoshop, Financial Modeling, Investments, Finance, Leadership, Retirement, Marketing
Education
Jacksonville University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alabama
BTG Advisors LLC April 2014 - Present
JPMorgan Chase June 2009 - March 2014
Merrill Lynch August 2008 - June 2009
US Concepts & Diageo Marketing February 2004 - September 2008
Fidelity Investments September 2007 - June 2008
The Lending Center April 2007 - July 2007
Club Paris LLC August 2006 - April 2007
Website Pros, Inc. October 2003 - August 2006
Skills
Loan Modifications, Mortgage Modification, Mortgage Lending, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Business Analysis, Series 7, Series 63, Portfolio Management, Bonds, Fixed Income, Customer Retention, Wealth Management, Securities, Accounts Payable, Marketing, Web Design, Event Planning, Investments, FHA, Mutual Funds, Banking, Loans, Finance
Education
Jacksonville University 1999 — 2003
Bachelors of Science, Business Administration & Marketing, 3.9
Wofford College 1998 — 1999
Wells Fargo May 2002 - Present
Citi May 1986 - April 1993
Merrill Lynch June 1981 - June 1986
Skills
Wealth Management, Retirement Planning, Consumer Lending, Loans, Asset Allocation, Retirement, Series 63, Series 7, Life Insurance, Long Term Care Insurance, Series 65
Education
James Madison University 1976 — 1980
Bachelor of Arts (BA), Art History, Criticism and Conservation
Index AR Solutions October 2014 - Present
Merrill Lynch June 2012 - March 2014
Newport News Shipbuilding, A Division of Huntington Ingalls Industries May 2011 - July 2011
Northrop Grumman Corporation May 2010 - July 2010
Congressman Whittman July 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Project Planning, Earned Value Management, Microsoft Word, Time Management, Government, Strategic Planning, Data Analysis, Management
Education
James Madison University 2007 — 2012
Bachelor of Arts (BA), Economics and History
Walsingham Academy
High School Degree
LPL Financial January 2014 - Present
LPL Financial January 2011 - January 2014
LPL Financial May 2008 - January 2011
Merrill Lynch August 2007 - April 2008
Merrill Lynch June 2006 - August 2007
Merrill Lynch June 2005 - June 2006
Skills
Wealth Management, Series 7
Education
Jacksonville University 2001 — 2005
Bachelor's Degree, Accounting and Finance
PNC Financial Services Group, Inc. July 2014 - Present
PNC Financial Services Group, Inc. December 2012 - July 2014
Merrill Edge August 2010 - December 2012
Bank Of America/ Merrill Lynch February 2008 - August 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch March 2004 - October 2006
Combined Insurance Company Of America December 2003 - March 2004
Ameritas Investment Corporation August 2002 - December 2003
Whole Foods Market December 1998 - May 2002
Skills
Risk Management, Strategic Planning, Relationship Management
Education
Jacksonville University
Master of Business Administration (MBA), Leadership
Oakland University
Bachelor of Science (BS), Finance, General
ICE March 2015 - Present
Citi June 2011 - May 2014
Deutsche Bank Securities February 2008 - June 2011
Merrill Lynch April 2003 - February 2008
Education
Virginia Polytechnic Institute and State University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Osbourn 1996 — 1998
High School
Jakarta International School 1994 — 1996
High School
Dell October 2013 - Present
Merrill Lynch March 2013 - September 2013
NextGen Healthcare Information Systems July 2011 - February 2013
ePharmaSolutions July 2010 - July 2011
Yellowbook January 2010 - July 2010
United America Insurance Group February 2009 - July 2010
Liquent March 2003 - February 2009
Thomson Scientific 2003 - 2009
TCG Software Services 1998 - 2003
Skills
ASP.NET MVC, Test Driven Development, Agile Methodologies, .NET, Microsoft SQL Server, WCF, SOA, LINQ, Scrum, jQuery, C#, Design Patterns, ASP.NET, HTML 5, Entity Framework, NUnit, MVC, REST, TFS, Web Applications, AJAX, WCF Services, Web Services, IIS, T-SQL, Continuous Integration, Visual Studio, AngularJS, jQuery Mobile, Ninject, Log4j, Architectures, CSS3, Dependency Injection, IoC, Moq, Agile Web Development, Agile Project Management, ReSharper, SOAP, REST API, Log4Net, knockout.js, PMP, Windows 8, AutoMapper, Google Analytics, StructureMap, RallyDev, Node.js
Education
Jadavpur University
Bachelor of Mechanical Engineering
Merrill Lynch April 2015 - Present
EXIT Real Estate Gallery October 2014 - Present
US Navy March 2008 - September 2013
US Navy September 2008 - August 2013
Skills
Strategic Communications, Bilingual, Team Leadership, Mentoring, Active DoD Secret..., Resourceful..., Microsoft Excel, Microsoft Word, Typing, Personal Training, Operations Management, Security Clearance, Customer Service, Leadership, Navy, Sales, Training, Marketing, Management, Team Building, Microsoft Office, Public Speaking
Education
Jacksonville University 2015 — 2016
Master of Business Administration (MBA), Accounting and Finance
Jacksonville University 2013 — 2015
Bachelor’s Degree, Accounting and Finance, 3.8
Florida State College of Jacksonville 2010 — 2013
Associate of Arts (A.A.), Finance, General, 3.01
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - March 2015
Fidelity Investments May 2013 - September 2014
Merrill Lynch September 2011 - December 2011
Skills
Management, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Research, Teamwork, Business Strategy, Customer Service, Leadership, Economics, Market Research, Data Analysis
Education
Jacksonville University 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jacksonville University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
MetLife February 2013 - Present
Morgan Stanley February 2011 - May 2012
Morgan Stanley July 2008 - February 2011
Morgan Stanley May 2007 - August 2007
Merrill Lynch June 2005 - June 2006
Skills
Settlements, Equity Derivatives, Client Service, Options, Hedge Funds, Operations, Swaps, Bloomberg, Operational Risk..., Equities, Derivatives, Settlement, Financial Services, Collateral Management, Prime Brokerage, Trading
Education
James Madison University - College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Mote LLC. April 2014 - Present
Eleven Publishing Group November 2013 - Present
AXA Advisors August 2013 - November 2013
Merrill Lynch March 2012 - April 2013
Palm Beach Yachts & Motorsport Museum January 2012 - March 2012
Skills
Business Development, Finance, Entrepreneurship, Business Strategy, Sales, Marketing, Advertising, Investments, Networking, Wealth Management, Portfolio Management, Risk Management, Microsoft Office, Customer Retention, Computer Proficiency, Digital Media, Content Delivery, Online Advertising, Agency Relationship..., Mutual Funds
Education
James Madison University 2007 — 2011
BS, Economics
Louisa County High School 2004 — 2007
Woodberry Forest School 2003 — 2004
James Madison University September 2011 - May 2014
Merrill Lynch May 2012 - August 2012
Leslie's Poolmart, Inc. May 2010 - August 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Financial Analysis, Problem Solving
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Concentration- Financial Analysis
Wyndham Worldwide Corporation August 2015 - Present
Wyndham Worldwide Corporation March 2012 - August 2015
PricewaterhouseCoopers May 2009 - September 2011
Independent Consultant November 2008 - April 2009
Merrill Lynch March 2006 - October 2008
Goldman Sachs 2005 - 2006
Credit Suisse First Boston 2000 - 2005
Freddie Mac June 1999 - August 1999
Skills
Valuation, Financial Structuring, Securitization, Investments, Portfolio Management, Finance, Structured Finance, Capital Markets, Trading, ABS, Structured Products, Fixed Income, Loans, Financial Advisory, Leveraged Finance, Accounting
Education
Keller Graduate School of Management 2009 — 2012
MAFM, Accounting
James Madison University 1996 — 2000
BS, Quantitative Finance with Concentrations in Math and Economics
Liberty High School 1992 — 1996
The Opus Group of Virginia April 2013 - Present
Merrill Lynch 2011 - 2013
Education
James Madison University
Bachelor's of Business Administration, Finance
James Madison University
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch June 2013 - Present
The Home Depot September 2012 - December 2012
Self Enhancement, Inc. 2004 - 2012
Skills
Time Management
Education
Jacksonville University 2013 — 2013
Master's degree, Cognitive Psychology
Seattle Pacific University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Merrill Lynch June 2012 - August 2013
Alpha Kappa Psi August 2010 - May 2011
National Panhellenic Conference Inc. January 2010 - December 2010
Jacksonville University Athletic Marketing Department January 2010 - May 2010
Jacksonville University August 2009 - May 2010
Gamma Phi Beta Sorority January 2009 - December 2009
MIS Department, Amherst Public Schools May 2008 - August 2008
Skills
Social Media, Sales Management, Event Planning, Marketing Strategy, Microsoft Excel, PowerPoint, Project Optimization, Public Speaking, Leadership Development
Education
Jacksonville University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
ISS Institutional Shareholder Services July 2013 - Present
Oppenheimer & Co. 2007 - July 2013
Merrill Lynch April 1999 - 2007
Merrill Lynch April 1997 - April 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1990 - 1996
Skills
Institutional Investors, Equity Research, Equity Research Analysis, Relationship Management, International Relations, Institutional Sales, Institutional Selling
Education
James Madison University 1992 — 1996
Bachelor of Arts (BA), International Affairs, Economics Focus
Focused Voices ENT. August 2010 - Present
Wells Fargo Home Mortgage January 2012 - April 2012
Bank of America October 2010 - May 2011
Bank of America 2006 - 2008
Merrill Lynch 2006 - 2007
Washington Mutual, Inc. 2005 - 2006
Skills
Type 73 WPM, Loans, Credit, Insurance, Call Center, Outlook, Mortgage Lending, Customer Service, Sales, Banking, Microsoft Excel, Real Estate, PowerPoint, Marketing, Microsoft Word, Microsoft Office
Education
Jacksonville University 2007 — 2010
FINE ART, Photography
Jacksonville University 2007 — 2010
FINE ART, Photography
University of north florida
Educational Testing Service (ETS) April 2008 - November 2011
Educational Testing Service (ETS) April 2004 - April 2008
Merrill Lynch / State Street January 1999 - April 2004
Merrill Lynch January 1997 - January 1999
Skills
Internal Audit, Internal Controls, Enterprise Risk..., Risk Assessment
Education
James Madison University 1989 — 1991
BBA, Finance
St. Vincent's Hospital May 2015 - Present
Mayo Clinic January 2014 - August 2015
Mayo Clinic May 2011 - January 2014
Merrill Lynch August 2007 - May 2011
Mayo Clinic July 2004 - August 2007
Mayo Clinic December 2002 - July 2004
Skills
Project Management, Customer Service, Public Relations, Management, Microsoft Office, Microsoft Excel, System Administration, PowerPoint, Process Scheduler, Healthcare, Microsoft Word, Process Improvement, Outlook, Hospitals, Data Entry
Education
Jacksonville University 2011 — 2013
MBA, Business Administration, Management and Operations
University of North Florida 2001 — 2007
Bachelor's, Healthcare Administration
Merrill Lynch December 2013 - August 2014
Citi December 2012 - November 2013
KBR, Inc. December 2008 - February 2011
Mayo Clinic November 2004 - November 2008
United States Air Force March 2000 - 2004
Skills
Process Improvement, Microsoft Excel, Risk Management, Analysis, Customer Service, Microsoft Office, Leadership, Training, Team Building, Outlook, Microsoft Word, PowerPoint, Management, Mortgage Lending, Team Leadership, Software Documentation, Project Management, Auditing, Accident Investigation, Operational Support, Presentations, Financial Analysis, Budgets, Finance, Access, Big Data, Quality Assurance, Award Board, Reporting & Analysis, Strategy, Banking, Teamwork, Sales, CRM, Customer Satisfaction, Operations Management, Strategic Planning, Project Planning, Financial Services, Human Resources, Research, Time Management
Education
Embry Riddle Aeronautical University-Prescott 2011 — 2012
Bachelor of Science in Aeronautics, Minor: Business Management and Aviation Safety, 3.7
Jacksonville University 2006 — 2008
Aeronautical Science, Aviation Management and Flight Operations
Deloitte Consulting July 2009 - Present
Deloitte June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Data Analysis, Statistical Modeling, Quantitative Analytics, Statistics, Strategy, SAS, Economics, Microsoft Office, Management Consulting, Microsoft Excel, Programming
Education
James Madison University 2005 — 2009
BS, Quantitative Finance, Mathematics
Bayview Financial June 2009 - Present
EMC April 2009 - Present
Merrill Lynch 2008 - 2009
prc miami 1999 - 2007
Skills
Data Center, Disaster Recovery, Enterprise Architecture, NetApp, SAN, Servers, Solaris, Storage, Unix, VMware, Vendor Management, Virtualization
Education
Kakatiya University 1994 — 1996
ms, electronics instrumentation
Kakatiya University 1994 — 1996
m.tech, electronics instrumentation
Jawaharlal Nehru Technological University 1984 — 1988
bs, ece
Deutsche Bank September 2010 - Present
Deutsche Bank October 2008 - September 2010
HSBC Bank USA, N.A. February 2007 - May 2008
Merrill Lynch June 2006 - August 2006
Deutsche Bank June 2005 - August 2005
Skills
Fixed Income, Risk Management, Portfolio Management, Derivatives, Valuation, Financial Risk, Research, Structured Finance, Bloomberg, Data Analysis, Analysis, Quantitative Analytics, Options
Education
New York University 2005 — 2007
MSc, Mathematics in Finance
Jacobs University Bremen 2002 — 2005
BSc, Computational Science
Academia de Studii Economice
Liceul Academic Roman-Englez "Mircea Eliade"
Merrill Lynch July 2013 - Present
ING Financial Partners January 2011 - July 2013
FUZE Lacrosse 2010 - 2011
Apex Energy Solutions of Charlotte June 2009 - August 2009
SLC Inc June 2006 - January 2009
Skills
Analysis, Financial Modeling, Finance, Financial Analysis
Education
James Madison University 2006 — 2010
BBA, Finance and Management
Deutsche Bank August 2015 - Present
Deutsche Bank April 2012 - Present
Deutsche Bank October 2008 - April 2012
Merrill Lynch February 2004 - October 2008
Skills
Project Management, Capacity Planning, Green Belt, Change Management, Team Building, Business Engineering, Six Sigma, Business Analysis, Vendor Management, Process Improvement, Strategy, Visio, ITIL, Risk Management, Investment Banking, Program Management, Software Documentation, Business Process..., Process Engineering, Requirements Analysis, IT Strategy, SDLC, Banking, Project Portfolio..., Portfolio Management, Access, Analysis, Requirements Gathering, Project Delivery, Outsourcing, PMO, IT Management, Business Intelligence, Governance
Education
Jacksonville University 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fish Mafia Inc December 2012 - Present
EverBank February 2010 - September 2013
Islamorada Lobster and Stone Crab Enterprises Inc February 2012 - November 2012
Merrill Lynch September 2008 - October 2009
Skills
FHA, Financial Analysis, Credit Analysis, Investments, Microsoft Excel, Loans, Loan Origination, Customer Service, Refinance, Real Estate, Residential Mortgages, Process Improvement
Education
University of North Florida - College of Business Administration 2009 — 2011
MBA
Jacksonville University 2004 — 2008
Bachelors, Accounting
Fishs Eddy December 2011 - Present
Two's Company September 2002 - October 2011
Two's Company 2002 - 2009
Merrill Lynch September 2000 - September 2002
Bloomberg News May 1999 - September 1999
CNN January 1999 - May 1999
Skills
Purchasing, Merchandising, Marketing Strategy, Product Development, Sales Management, Interior Design, Retail, Sales, Marketing, Sales Operations, Customer Service, New Business Development
Education
James Madison University 1996 — 2000
BS, Political Science and Media Arts and Design
Norfolk Academy 1988 — 1996
FBR June 2013 - Present
Washington Golf & Country Club May 2005 - Present
Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Investments, Portfolio Management, Equity Trading, Corporate Finance, Equity Valuation, Data Analysis, Wealth Management, Leadership, Business Valuation, Public Speaking, Equities, Capital Markets, Photography, Sell Side
Education
James Madison University - College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Gonzaga College High School 2005 — 2009
Bank of America 2010 - Present
Merrill Lynch March 2006 - April 2010
Chico's FAS Inc. May 2005 - February 2006
GFI Group February 2003 - January 2005
SYNTELL Inc. 1996 - 2005
Allstate Financial November 2002 - March 2003
Tyco Safety Products August 2001 - August 2002
Cable & Wireless June 2000 - February 2001
American International Group October 1996 - June 2000
IIS Infotech June 1995 - October 1996
Skills
EMS, TIBCO, SOA, TIBCO iProcess, Business Process..., Enterprise Architecture, Middleware, Integration, EAI, Microsoft SQL Server, Solution Architecture, Requirements Analysis, XML, Unix, Business Process Design, Oracle, Business Process, SDLC, IT Strategy, SQL
Education
Jai Narain Vyas University 1982 — 1988
BE, Electronics & Telecommunication
TIBCO Software Inc. July 2014 - Present
Macy's January 2010 - Present
TIBCO Software May 2010 - June 2014
TVA May 2008 - December 2009
Merrill Lynch October 2007 - April 2008
Guardian Life Insurance June 2006 - September 2007
Carlson Companies December 2005 - May 2006
Skills
TIBCO, EAI, TIBCO iProcess, ESB, SOA, JMS, Middleware, Web Services, EMS, WSDL, Business Process Design, Architecture, Architectures, Business Process, Databases, EDI, Enterprise Software, Integration, Java, Messaging, Oracle, PL/SQL, SDLC, SOAP, Solution Architecture, TIBCO Rendezvous, XML
Education
The University of Texas at Arlington 2003 — 2005
Masters
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors
Large Regional Bank June 2014 - Present
York County Literacy Council November 2012 - July 2014
Merrill Lynch September 2012 - March 2014
Keystone Financial Management/John Hancock Financial Network April 2011 - August 2012
Wachovia Mortgage/Wells Fargo Home Mortgage September 2007 - July 2010
Countrywide Financial May 2005 - September 2007
Wells Fargo Home Mortgage October 1998 - May 2005
Skills
Juggling (really!)
Education
James Madison University 1975 — 1978
BBA, Marketing and Management
James Madison University - College of Business 1975 — 1978
BBA, Marketing and Management
Virginia Military Institute 1974 — 1975
USAID November 2011 - November 2013
USAID October 2003 - July 2010
Merrill Lynch May 1998 - December 2002
U.S. Department of State October 1989 - July 1997
Skills
Financial Management, USG Financial..., GAAP and USG Financial..., Foreign Assistance..., International Financial..., Budget Development,..., Accounting Database..., Supervisory Experience,..., Excellent customer...
Education
Jacksonville University 2000 — 2003
Master of Business Administration (MBA), Business Administration and Management, General, 3.4 gpa
University of Belize 1993 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
Goldman Sachs July 2014 - Present
Madison Investment Fund March 2013 - May 2014
James Madison University August 2011 - May 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Bloomberg, SharePoint, Microsoft Excel, Microsoft Office, Capital Markets, Portfolio Management, Investments, Analysis
Education
James Madison University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Financial Analysis Concentration
Old Dominion University 2009 — 2011
Accounting and Finance
Anders Williams Trucking Company dba Port City Transportation June 2015 - Present
Titan Real Estate Investments October 2013 - June 2015
Virginia Asset Group January 2013 - September 2013
Merrill Lynch January 2011 - February 2013
Thalhimer Cushman Wakefield Commercial Real Estate June 2008 - September 2008
Skills
Mergers & Acquisitions, Series 7, Finance, Financial Analysis, Mortgage Lending, Credit, Retail Banking, Microsoft Excel, Consumer Lending, Microsoft Office, Business Analysis, PowerPoint, Customer Service, Sales, Salesforce.com
Education
Old Dominion University 2009 — 2011
Masters, Business Administration
James Madison University 2004 — 2006
Business Management
Merrill Lynch September 2007 - Present
Skills
Investment Management, Retirement Planning, Liability Analysis, Cash Management, Estate Planning, Risk Management, Lean Fundamentals, Six Sigma
Education
San Diego State Graduate School of Business 1996 — 1997
MBA, Business, Entrepreneurship
James Madison University 1986 — 1989
Bachelor of Business Administration
Anthem, Inc. January 2014 - Present
Merrill Lynch July 2012 - January 2014
Meridian Health June 2010 - August 2010
Skills
PowerPoint, Marketing, Microsoft Office, Microsoft Excel, Research, Event Planning, Customer Service
Education
James Madison University 2007 — 2011
B.S., Writing, Rhetoric & Technical Communication
SXSW Eco May 2012 - Present
Vision Fleet Capital, LLC August 2013 - Present
Securing America's Future Energy April 2013 - July 2014
Rocky Mountain Institute September 2008 - April 2013
ID Works Branding Solutions September 2005 - May 2008
Merrill Lynch December 2006 - April 2007
Skills
Electric Vehicles, Program Management, Social Media, Sustainability, Cleantech, Marketing, Sustainable Development, Strategy, Climate Change, Policy Analysis, Public Relations, Sustainable Energy, Renewable Energy, Start-ups, Leadership, Energy Management, Energy Efficiency, Energy, Grant Writing, Energy Policy, Environmental Policy, Project Management, Policy, Management Consulting, Strategic Planning, Transportation, Business Development, Business Strategy, Green Building, Smart Grid, Proposal Writing, Solar Energy, Fundraising, Non-profits, Entrepreneurship, Public Speaking, Strategic Communications, Alternative Energy, Research, Corporate Social..., Public Policy, Sustainable Business
Education
University of Colorado 2014 — 2015
Master’s Degree, Business Analytics
James Madison University 2000 — 2004
BA, English
BNP Paribas November 2011 - Present
BNP Paribas November 2010 - October 2011
Merrill Lynch-Bank Of America July 2009 - October 2010
Merrill Lynch July 2007 - June 2009
Citi Business Group March 2006 - June 2007
Skills
Trading Systems, Electronic Trading, Equity Trading, Equity Derivatives, Algo, Convertible Bonds, Settlement, Clearing, Middle Office, Sales Commissions, FIX, SWIFT messaging, WebSphere MQ, Unix Shell Scripting, Perl Script, Sybase, Oracle 9i, Autosys, Cron, Fidessa, Bloomberg Terminal, Oracle, Trading, Unix, Databases, Perl, Bloomberg, PL/SQL, Shell Scripting
Education
Jawaharlal Nehru Technological University
BTech, Electrical and Electronics
Jawaharlal Nehru Technological University
Rutgers Business School
Rutgers Business School
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch July 2012 - Present
Independent Consultant December 2010 - July 2012
Computer Sciences Corporation June 2005 - June 2010
Toastmasters International 2005 - 2010
Merrill Lynch 2005 - 2008
Merrill Lynch 2004 - 2008
Skills
Change Management, UML, Agile, Marketing Strategy, Application Development, Integration, Architecture, SDLC, IT Strategy, Business Management, Project Delivery, Requirements Analysis, Process Improvement, Agile Methodologies, Architectures, Data Warehousing, Business Analysis, ITIL, Management, PMO, Program Management, Project Management, Software Development
Education
Jadavpur University 2001 — 2002
Geographical information systems
University of Calcutta 1981 — 1985
XO Communications July 2015 - Present
Youngevity / Essential Health Sciences / 90 for Life December 2011 - May 2014
Merrill Lynch June 2007 - August 2012
Skills
Team Leadership, Entrepreneurship, Management, Business Strategy, Business, Vitamins, Finance, Leadership, Time Management, Strategy, Facebook, Microsoft Excel, Analysis, Marketing, Innovation, Health, Twitter, Facebook Marketing, Sales, Portfolio Management, Social Media, PowerPoint, Outlook, Social Media Marketing, Public Speaking
Education
Virginia Polytechnic Institute and State University 2012 — 2014
Bachelor’s Degree, Management: Entrepreneurship, Innovation, and Technology
Virginia Western Community College 2011 — 2012
Associate’s Degree, Business Administration
James Madison University 2010 — 2011
Studied business for 2 years, Business Management
Coachella Valley Mosquito and Vector Control District September 2015 - Present
Central Casting September 2015 - Present
Capital One 2014 - 2015
Capital One 2011 - 2014
Capital One 2010 - 2011
Merrill Lynch 2007 - 2010
Skills
Credit, Portfolio Management, Banking, Loans, Financial Services, Commercial Lending, Risk Management, Credit Risk, Mortgage Lending, Credit Analysis, Financial Modeling, Commercial Banking, Consumer Lending, Underwriting, Financial Analysis, Valuation, Business Development, Commercial Real Estate, Finance, Relationship Management, Strategy, Cash Management
Education
Georgetown University 2012 — 2013
Master’s Degree, Real Estate
Gonzaga College High School
James Madison University
Bachelor’s Degree, Broadcast Journalism
Talksoft Corporation May 2012 - Present
Robert Half Management Resources April 2011 - December 2011
BFS Group, LLC April 2010 - January 2011
BFS Group June 2003 - March 2010
Merrill Lynch May 2001 - August 2001
Skills
Financial Analysis, New Business Development, Corporate Finance, Budget Forecasts, Cash Flow Management, Finance, Strategic Planning, Forecasting, Budget Management, Pricing Strategy, Accounting, Account Management, Cash Flow, Executive Compensation, Accounts Payable, Accounts Receivable, Non-Qualified Deferred..., Sales, Interviews, Executive Pay, Marketing Strategy, Sales Operations, Bookkeeping, Invoicing, Full-cycle Recruiting, Interviewing, Contract Negotiation, BOLI, Contract Management, Deferred Compensation, Defined Benefit
Education
Rider University 2005 — 2007
MBA, Finance
James Madison University 1999 — 2003
BBA, Finance
Coral Life, Inc. March 2015 - Present
MadX Labs Accelerator October 2014 - Present
JMU Center for Entrepreneurship September 2014 - Present
JMU Society of Entrepreneurs September 2013 - Present
University Innovation Fellows October 2014 - Present
Jobly. August 2013 - February 2015
Merrill Lynch May 2013 - August 2013
Skills
Portfolio Management, Start-up Ventures, Business Development, Investments, Wealth Management, Management, Entrepreneurship, Lean Startup, Start-ups, Venture Capital, Marketing Strategy, Design Thinking, Project Management, Strategic Planning, Consulting, Change Management, Leadership Development, Innovation Management
Education
James Madison University - College of Business 2013 — 2015
International Business, Freshman
La Salle College High School 2009 — 2013
Merrill Lynch July 2013 - Present
FinFund-Jacksonville University 2012 - 2013
FinFund- Jacksonville University 2012 - 2013
Douglas Family Enterprises 2011 - 2013
Skills
Management
Education
Jacksonville University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Merrill Lynch September 2012 - Present
ADP March 2011 - August 2012
Merrill Lynch January 2004 - March 2011
US Navy October 1995 - July 2002
Skills
Project Management, Customer Service, Management, Account Management, Telecommunications, Leadership, Strategic Planning, Team Leadership, Business Analysis, Operations Management, Software Documentation, Analysis, Sales, Training, Microsoft Office, Networking, PowerPoint, Troubleshooting, Team Building, Process Improvement, Coaching, Project Planning, Program Management
Education
University of Phoenix 2009 — 2010
MBA, Masters of Business Administration
Jacksonville University 2006 — 2008
BBA, Business Management
Fidelity National Financial June 2014 - Present
Merrill Lynch July 2010 - October 2013
State Farm February 2009 - July 2010
Source Properties January 2006 - February 2009
Adecco Staffing, USA August 2005 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Finance, Financial Analysis, Accounting, Analysis, Investments, Insurance, Loans, Account Reconciliation, Risk Management, Leadership
Education
Jacksonville University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6/4.0
University of North Florida 2000 — 2004
Bachelor of Science (B.S.), Finance, General, 3.0/4.0
Merrill Lynch
Skills
Communication, Solution Focused
Education
Jacksonville University 2008 — 2012
Bachelor's degree, Computer Science
Merrill Lynch October 2011 - Present
Jacksonville University November 2010 - November 2011
Everest University April 2011 - August 2011
Beyond Audio, Corp January 2009 - November 2010
Sound Advice July 2005 - December 2008
US Navy December 1980 - July 2005
USS JOHN F. KENNEDY 2003 - 2005
Skills
Leadership, Management, Analysis, Sales, Financial Analysis, Human Resources, Investments, Public Speaking, Public Relations, Entrepreneurship, Military, Finance, Personal Financial..., Wealth Management, Team Building, Program Management, Project Planning, Insurance, Training, Strategic Planning, Event Management, Sales Management, Risk Management, Interviews, Customer Service, Teaching, Academic Tutoring, Training Delivery, Teacher Training, Account Management, Financial Modeling, Financial Risk, Team Leadership, Small Business, Accounting, Time Management, Research, Marketing, Event Planning, Microsoft Office, Project Management, Budgets, Coaching, Process Improvement, Marketing Strategy, Green Belt, Six Sigma, Lean Six Sigma
Education
Jacksonville University 2011 — 2012
MBA, Accounting and Finance, 3.7
Jacksonville University 2009 — 2011
Bachelors of Business Administration, Management, 3.9
Park University 1997 — 1998
AS, Business Management
Merrill Lynch May 2013 - Present
Merrill Lynch November 2011 - May 2013
Skills
Customer Service, Management, Microsoft Office, Financial Analysis, Leadership, Investments, Risk Management, Strategic Planning, Project Management, Banking
Education
James Madison University 2007 — 2011
Bachelor's degree, Major in Sport Management, Minor in Business and Economics
Natixis 2005 - July 2011
Avaya 2004 - 2005
Credit Suisse First Boston 2002 - 2004
Merrill Lynch 1999 - 2002
PaineWebber 1995 - 1999
Skills
Business Continuity, Risk Management, Operational Risk..., Business Continuity..., Disaster Recovery, IT Management, Information Security, Crisis Management, Project Management, Change Management, Financial Risk, Operational Risk, Vendor Management, Risk Assessment, Governance, Incident Management, Enterprise Risk..., PMO, Business Analysis, ITIL, Security, Information Security..., Portfolio Management, IT Audit, Sarbanes-Oxley Act, IT Strategy, Risk Analysis, Investment Banking, IT Service Management, Derivatives, SDLC, Program Management, Auditing, Integration, Data Center, Security Management
Education
James Madison University 1991 — 1995
BS
Merrill Lynch August 2010 - Present
Deutsche Bank September 2009 - July 2010
Skills
Series 7, Alternative Investments, Mutual Funds, Credit Derivatives, ISO 31000, COSO Framework, Microsoft Office, Account Reconciliation, Project Management, Microsoft Excel, Microsoft Word, Banking, Risk Management, Business Analysis, Financial Risk
Education
Jacksonville University 2011 — 2013
Masters of Business Administration, Accounting and Finance
University of North Florida 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Economics
Gucci January 2015 - Present
Gucci November 2013 - Present
Merrill Lynch September 2013 - November 2013
SIlton Swim School June 2006 - August 2013
Skills
Microsoft Excel, Outstanding..., Training, Human Resources, Microsoft Word, Customer Service, Computer Proficiency, PowerPoint, Team Building, Public Speaking, Recruiting, Taleo, Management, Social Media, Microsoft Office, Time Management, Leadership, Social Networking
Education
James Madison University 2009 — 2013
Bachelor of Arts (B.A.) Minor in Human Resource and Development, Psychology
Merrill Edge November 2013 - Present
Merrill Lynch June 2012 - November 2013
Mayo Clinic March 2012 - June 2012
ICF International July 2009 - June 2011
Skills
Equities, Financial Advisory, Analytics, Securities, Investment Banking, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Investments, Valuation, Retirement Planning, Corporate Finance, Employee Stock Options, Human Capital Management, Derivatives, Private Equity, Management Consulting, 401k Rollovers, Hold Series 7, Hold Series 66, Finance, Research, Customer Service, Sales, Financial Analysis, Leadership
Education
James Madison University 2005 — 2009
Bachelor of Science, Psychology
Merrill Lynch December 2003 - Present
Wachovia Securities June 2000 - December 2003
Merrill Lynch April 1996 - June 2000
MAMSI April 1993 - June 1995
Skills
Finance, Retirement Planning, Portfolio Management, Wealth Management, Investment Management, Equities, Investments, Banking, Financial Planning, Series 7, Mutual Funds, Securities, Wealth, Investment Strategies, Retirement, Wealth Accumulation, Financial Advisory, Strategic Financial...
Education
James Madison University 1985 — 1989
Bachelor of Science (BS), Biology and Psychology, Cum Laude
Fort Hunt High School 1982 — 1985
Kelly Educational Staffing May 2014 - Present
Summit Reinsurance Services, Inc. March 2011 - November 2013
Medco Health Solutions Inc January 2005 - November 2010
Florida Blue June 2002 - February 2005
Florida Blue June 1999 - June 2002
Prudential Financial March 1998 - May 1999
Independent Life & Accident Insurance Company May 1994 - February 1998
Merrill Lynch July 1992 - April 1994
Marriott Hotels April 1988 - September 1991
Laidlaw Waste Systems August 1985 - March 1988
Skills
Managed Care, Healthcare Industry, Pharmacy Benefit..., Health Insurance, Medicare, Medicaid, Strategic Planning, Outlook, Management, Marketing, Animal Welfare, Animal Rescue, Animal Training, Animal Work, Program Development, Project Management, Fundraising, Medicare Part D, Process Improvement, Account Management, Customer Service, Microsoft Office
Education
Jacksonville University 1981 — 1985
Bachelors of Science, Sociology/Management
Pemberton Township High School 1977 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
James Madison University Financial RepresentativeFidelity InvestmentsJuly 2014 - Present
Global Arena Capital Corp. December 2013 - May 2014
Merrill Lynch June 2012 - August 2012
Skills
Series 7, Microsoft Office, Wealth Management, Series 63, Cold Calling, Sales
Education
James Madison University 2009 — 2013
Bachelor of Science (BS), Economics
BlackRock January 2015 - Present
BlackRock March 2011 - January 2015
BlackRock October 2007 - March 2011
Merrill Lynch September 2007 - October 2007
Merrill Lynch April 2006 - September 2007
Skills
Series 7, Bloomberg, Fixed Income, Mutual Funds, Asset Allocation, Equities, Separately Managed..., Asset Managment, Asset Management, Uniform Combined State..., 401k, Trading, Investments, Portfolio Management, Retirement Planning, Relationship Management, Securities, Bonds
Education
James Madison University 2001 — 2005
B.B.A., Finance
Bank of America July 2014 - Present
EY October 2013 - July 2014
Ernst & Young July 2011 - October 2013
Federal Reserve Bank of Richmond May 2010 - August 2010
Merrill Lynch May 2008 - August 2009
Wachovia Securities, LLC July 2007 - June 2008
Education
Wake Forest University School of Business 2009 — 2011
MBA, Finance
James Madison University 2001 — 2005
Black Knight Financial Services March 2015 - Present
Open Systems Technologies September 2013 - February 2015
ettain group March 2012 - September 2013
Davidson Realty, Inc. January 2011 - March 2012
Merrill Lynch November 2009 - January 2011
Aerotek June 2008 - November 2009
Skills
Temporary Placement, Account Management, Negotiation, Sales, Project Management, Social Media, Short Sales, Leadership, Management, Team Leadership, Access, Training, Coaching, SharePoint, Program Management, Talent Management, Consulting
Education
James Madison University 2004 — 2008
Bachelor of Science, Justice Studies
Hyatt Hotels Corporation April 2015 - Present
Walgreens March 2013 - March 2015
A.T. Kearney September 2009 - February 2013
A.T. Kearney May 2008 - July 2008
Acumen Fund March 2008 - April 2008
Marriott International September 2002 - June 2007
Merrill Lynch June 2001 - August 2001
Skills
Strategy, Business Strategy, Change Management, Due Diligence, Program Management, Go-to-market Strategy, Competitive Analysis, Financial Modeling, Management Consulting, Valuation, Marketing Strategy, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Corporate Strategy and Marketing
James Madison University 1998 — 2002
BBA, Finance and International Business
Universidad de Salamanca 2000 — 2000
Foreign Language Study, Spanish
Merrill Lynch January 2014 - Present
Le Cordon Bleu September 2012 - June 2013
Jackson National Life Distributors, LLC June 2009 - June 2012
Genworth Financial June 2008 - January 2009
Genworth Financial March 2004 - June 2008
SunTrust Bank December 2001 - March 2004
First Union National Bank March 1998 - May 2001
Skills
Mutual Funds, Series 63, Series 7, Selling, Fixed Annuities, Investments, Retirement, Sales, Sales Operations, Securities, Leadership, Financial Advisory, Variable Annuities, Series 6, Insurance
Education
Le Cordon Bleu 2012 — 2013
Diplome de Patisserie
James Madison University 1991 — 1995
B.A, Communications
The Mutual Fund Store August 2006 - Present
State Farm Financial Services April 2003 - May 2006
Merrill Lynch April 1998 - October 2002
Education
James Madison University 1992 — 1996
BBA, Finance
Vanguard April 2014 - Present
Vanguard August 2012 - April 2014
Penn State Investment Association August 2008 - April 2012
GE Energy Financial Services May 2011 - August 2011
PNC Financial Services Group May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, Mutual Funds, Series 7, Series 63, Manage Client..., Valuation, Portfolio Management, Bloomberg Terminal, Corporate Finance, Fixed Income, Asset Managment, ThomsonOne, Finance, Investments, Asset Allocation, Financial Markets, Bloomberg, Bonds, Data Analysis, Microsoft Excel
Education
Penn State University 2008 — 2012
BSc Finance, BA International Politics (concentration in Political Economy)
Jagiellonian University 2009 — 2009
Study Abroad, Polish Language and Culture, Earned 16 credits transferred to Penn State
Academy Sports + Outdoors April 2013 - Present
NRG Energy September 2011 - March 2013
NRG Energy March 2009 - September 2011
NRG Energy April 2006 - February 2011
Reliant Energy January 2004 - April 2006
Reliant Energy September 2000 - January 2004
Merrill Lynch June 1992 - July 2000
Bank of America June 1986 - June 1992
Skills
Configuration Management, Incident Management, SDLC, Business Process, ITIL, Change Management, Business Analysis, Testing, User Acceptance Testing, Business Process..., Business Process..., Service Management, Business Continuity..., Compliance PCI, Relationship Management, Safety Meetings, Analysis, Project Management, Quality Assurance, Security, IT Service Management, Project Planning, Business Requirements, Training, Business Resumption and..., Databases, Management, Visio, Governance, Enterprise Architecture, SharePoint, Disaster Recovery, Requirements Gathering, Information Technology
Education
Jacksonville University 1979 — 1982
BME, Music Performance, General
Full Circle Insights November 2014 - Present
InCadence, Inc. November 2014 - Present
Mile Nine, LLC April 2005 - Present
InCadence, Inc. January 2012 - October 2014
Microsoft May 2011 - January 2013
AgentMatch.com August 2006 - December 2007
Marker Seven 2002 - 2006
RealNames 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
JavaScript, Web Applications, Microsoft SQL Server, C#, E-commerce, PHP, AJAX, Software Development, MySQL, jQuery, Mobile Applications, APIs, Usability, SEO, Cloud Computing, Scalability, XML, SaaS, LAMP, JSON, Salesforce.com, Apex Programming, Salesforce.com..., LINQ, HTML 5, Entity Framework, ASP.NET MVC, MVC Architecture, Force.com, CRM Integration, CRM, OpenAir, User Experience, Information Architecture, Web Development, Databases, Start-ups, Agile Methodologies, REST, Amazon Web Services..., ASP.NET, Agile Project Management, Web Services, Scrum, Open Source, Software Design, Drupal, SOA, .NET, Amazon EC2
Education
James Madison University 1988 — 1991
Bachelor's of Business Administration
EverBank July 2015 - Present
LoanLogics, Inc. May 2015 - July 2015
PHH Mortgage April 2002 - March 2015
Merrill Lynch September 1997 - March 2002
Kraft Nabisco May 1994 - February 1997
Skills
Mortgage Banking, Residential Mortgages, Loan Origination, Credit Analysis, Mortgage Lending, Credit, Refinance, Banking, Underwriting, Mortgage Underwriting, Loans, Credit Risk, Customer Service, Sales, Risk Management, Financial Services, Financial Analysis, Consumer Lending
Education
Jacksonville University 1988 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jacksonville University 1988 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Terry Parker High School 1985 — 1988
The Small Business Authority powered by Newtek August 2014 - Present
Newtek Business Services January 2013 - July 2014
Aurora Bank FSB June 2009 - January 2013
Lehman Bothers Bank / Aurora Bank FSB June 2007 - June 2009
Indymac Bank September 2003 - June 2007
Merrill Lynch 1983 - 2001
Skills
Financial Services, Mortgage Banking, Residential Mortgages, Commercial Lending, Mortgage Servicing, Strategic Planning, Product Development, Product Management, Marketing, Sales Management, Business Development, Distribution Channel..., Executive Management, P&L Responsibility, Distribution Strategies, Leadership, Vendor Management, Sales, Portfolio Management, Mortgage Lending, Real Estate Economics, Risk Management, Start-ups, Real Estate, Strategic Partnerships, Relationship Management, Business Analysis, Mergers & Acquisitions, Loan Origination, Strategy, Credit Analysis, P&L Management, Due Diligence, Commercial Banking, Commercial Mortgages, Finance
Education
Jacksonville University 1997 — 1998
MBA, Business Administration and Management, General
St. Peter's College 1977 — 1981
BS, Business Management
Credit Suisse September 2013 - Present
EA Principals 2015 - 2015
EA Principals 2015 - 2015
EA Principals 2015 - 2015
Citi April 2011 - September 2013
Credit Suisse September 2007 - April 2011
Merrill Lynch September 2006 - September 2007
TIAA-CREF September 2004 - September 2006
Citi Group May 2003 - September 2004
TIAA-CREF April 2000 - May 2003
Skills
Enterprise Architecture, Enterprise Software, Leadership, Web Services, Architecture, Project Planning, Consulting, Fixed Income, Web Applications, Derivatives, Financial Services, SDLC
Education
Madison University 2006 — 2008
MBA, Ececutive MBA
Jadavpur University 1992 — 1996
BS, Computer Science
Krishnath College School 1980 — 1992
TOGAF
TOGAF
McKonly & Asbury January 2015 - Present
McKonly & Asbury July 2011 - Present
McKonly & Asbury LLP January 2008 - August 2011
McKonly & Asbury LLP January 2007 - December 2007
McKonly & Asbury LLP December 2005 - December 2006
Merrill Lynch February 2004 - August 2005
Merrill Lynch April 2003 - February 2004
Merrill Lynch October 2001 - April 2003
Marriott August 1999 - August 2000
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, Tax, Management, Sarbanes-Oxley Act, Strategic Planning, Budgets, Financial Statements, General Ledger, GAAP, Financial Analysis, QuickBooks, Corporate Tax, Sarbanes-Oxley, Internal Audit, CPA
Education
Rider University 2003 — 2005
Master of Accountancy, Accounting
James Madison University 1995 — 1999
Bachelor of Business Administration, Hospitality & Tourism Management
Matlen Silver inVentis Health September 2015 - Present
Zucker, Goldberg & Ackerman, LLC April 2011 - August 2015
Merrill Lynch March 2010 - April 2011
Medco January 2010 - March 2010
RR Bowker August 2006 - January 2009
RR Bowker August 2006 - January 2008
Vista International 2004 - 2005
Effectiv Business Solutions January 2003 - December 2003
IBM Global Services 1997 - 2002
AT&T 1983 - 1989
Skills
Business Analysis, Business Intelligence, Content Management, Databases, Integration, Management, Marketing, Project Management, Publishing, Requirements Gathering, Start-ups, Strategic Partnerships, Testing, Leadership, SDLC, Program Management, CRM, Requirements Analysis, Software Project..., Software Development, Process Improvement, Vendor Management
Education
Middlesex County College 2004 — 2007
Certificate, Project Management, Business Analysis, Technical Writing
Virginia Commonwealth University 1974 — 1977
BA, English
James Madison University 1973 — 1974
Matriculated to VCU, English
Virginia Commonwealth University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bank of America Merrill Lynch January 2009 - March 2014
Merrill Lynch August 2006 - March 2014
UBS Investment Bank 2005 - 2006
Ameriquest 2000 - 2005
Deutsche Bank Securities 1998 - 2000
PricewaterhouseCoopers 1997 - 1998
KPMG 1994 - 1997
Skills
Securitization, Capital Markets, Structured Finance, MBS, Fixed Income, ABS, Hedge Funds, Valuation, Investment Banking, Portfolio Management, Asset Managment, Financial Modeling, Structured Products, CMBS, CDO, Series 7, Residential Mortgages, Finance, Banking, Mortgage Lending, Bonds, Asset Management, Credit, Financial Structuring, Loans, Securities, Derivatives, Due Diligence, Loan Origination
Education
James Madison University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting, Finance
James Madison University - College of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance & Accounting
Children's Aid and Family Services January 2012 - December 2014
Merrill Lynch 1995 - 2002
Smith New Court 1993 - 1995
Skills
Leadership, Non-profits, Fundraising, Community Outreach, Public Speaking, Volunteer Management, Grant Writing, Event Planning, Nonprofits, Public Relations, Grants, Event Management, Strategic Planning, Stewardship, Leadership Development, Program Development
Education
James Madison University - College of Business 1991 — 1993
Bachelor of Business Administration, International Business
Ramapo HS
Resorts Casino Hotel June 2015 - Present
Comcast March 2013 - May 2015
ANXeBusiness September 2008 - March 2013
Citigroup March 2007 - September 2008
Commerce Bank February 2006 - March 2007
HSBC Bank USA August 2004 - February 2006
Citigroup June 2002 - August 2004
Merrill Lynch April 1999 - June 2002
Citibank September 1998 - April 1999
Animal Orphanage March 1995 - September 1998
Skills
Information Security, Business Continuity, Data Center, Disaster Recovery, Firewalls, SDLC, Network Security, Security, Process Improvement, Cisco Technologies, CISSP, Integration, Information Security..., Business Development, Salesforce.com, Vulnerability Assessment, VPN, Computer Security, Network Architecture, Penetration Testing
Education
Rutgers, The State University of New Jersey-Camden 1989 — 1993
Bachelor of Arts (B.A.), Applied Science
Jacksonville University
Merrill Lynch May 2013 - Present
J.P.Morgan January 2000 - May 2013
PRT Barbados 1997 - 1999
Citibank, India 1992 - 1997
ITC Infotech 1991 - 1992
Skills
Investment Banking, Prime Brokerage, Vendor Management, Derivatives, Capital Markets, Banking
Education
XLRI Jamshedpur 1989 — 1991
Jadavpur University 1984 — 1988
BE, Computer Sc. & Engineering
BlackRock August 2004 - Present
Merrill Lynch January 1997 - July 2005
Education
Jawaharlal Nehru Technological University 1982 — 1990
ArborGen LLC December 2013 - Present
Davenport & Company LLC August 2013 - Present
Davenport & Company LLC April 2013 - August 2013
Davenport & Company LLC January 2009 - April 2013
Davenport & Company LLC April 2008 - December 2008
Virginia Asset Management June 2007 - March 2008
Merrill Lynch May 2006 - August 2006
Skills
Investments, Financial Advisory, Securities, Financial Services, Corporate Finance, Asset Management, Asset Managment, Valuation, Series 7, Finance, Financial Modeling, Capital Markets, Portfolio Management, Equities, Financial Analysis
Education
James Madison University 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Merrill Lynch 2012 - Present
Wachovia 2007 - 2012
Skills
Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Commercial Lending, Small Business Lending, Commercial Banking, Consumer Lending, Mortgage Banking, Loan Origination, Financial Analysis, Series 7, Portfolio Management, Investments, Wealth Management, Refinance, Retail Banking, Retirement Planning, Strategic Financial...
Education
James Madison University
Old Dominion University
Bank of America September 2012 - Present
Cowen Group Inc June 2011 - September 2012
Merrill Lynch October 2005 - May 2011
Citigroup 2005 - 2009
Merrill Lynch 2004 - 2005
Education
University of Louisiana at Lafayette 2001 — 2003
Masters, Telecommunications
Jawaharlal Nehru Technological University 1996 — 2000
Bachelor of Technology, Electronics
CloudPoint Corporation August 2014 - Present
RBA, Inc. January 2014 - August 2014
Newmont Mining Corporation April 2009 - August 2013
Phoenix Technology October 2006 - April 2009
Toolsmith Consulting July 1997 - October 2006
Deloitte September 1995 - July 1997
Dean Witter July 1993 - September 1995
Merrill Lynch November 1989 - July 1993
Skills
.NET, SharePoint, Requirements Gathering, Microsoft Office..., ASP.NET, Management, Business Intelligence, Web Development, Software Development, Database Design, Leadership, IIS, Microsoft SQL Server, Integration, Software Design, Web Applications, Agile Methodologies, Enterprise Architecture, Process Improvement, Requirements Analysis, Consulting, Business Analysis, SDLC, Vendor Management
Education
James Madison University 1983 — 1985
Bachelor of Science (BS), Communication and Media Studies
Suffolk County Community College 1980 — 1982
Soccer Post March 2010 - Present
Merrill Lynch Trust Company August 2008 - March 2010
Merrill Lynch August 2000 - August 2006
Skills
Investments, Financial Modeling, Valuation, New Business Development, Operations Management, Strategic Leadership, Lead Management, Private Equity, Emerging Markets, Financial Analysis, Strategy, Corporate Development, Business Strategy, Investment Banking, Mergers & Acquisitions, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
James Madison University
James Madison University
Mercer County February 2008 - Present
Merrill Lynch 2001 - 2008
Merrill Lynch 1996 - 2001
Skills
Leadership, Project Management, Budgets, Microsoft Office, Business Analysis, Outlook
Education
James Madison University 1985 — 1988
BBA, Hotel/Restaurant Mgt
Dimension Brokerage, LLC July 2009 - Present
Merrill Lynch September 2008 - July 2009
HSBC January 2004 - June 2006
Citigroup May 2001 - December 2003
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance, Statistics
Jamnalal Bajaj Institute of Management Studies 1999 — 2001
Masters in Management Studies, Finance
University of Mumbai 1994 — 1998
Bachelor of Engineering, Production Engineering
CSX July 2013 - Present
CSX March 2010 - July 2013
Merrill Lynch July 2008 - March 2010
US Army Corps of Engineers December 2007 - July 2008
Information & Display Systems June 2006 - December 2007
ICS 2004 - 2006
Skills
Unix, Solaris, Linux, System Administration, Operating Systems, Servers, Red Hat Linux, Disaster Recovery, Scripting, Python, Troubleshooting, RHEL, AIX, Programming, C++, Cluster, C, IBM AIX, Message Oriented..., Bash
Education
Jacksonville University 1999 — 2003
Bachelor of Science (B.Sc.), Computer and Information Sciences, General
Webster University 1999 — 2003
Master of Arts (MA), Information Resources Management
Bank of America December 2010 - November 2011
Morgan Stanley March 2009 - December 2010
Merrill Lynch 1996 - 2008
Nat West July 1994 - October 1996
Lehman Brothers February 1993 - July 1994
Salomon Brothers April 1990 - February 1993
Skills
Trading Systems, Market Data, Electronic Trading, Equity Derivatives, Equities
Education
Jawaharlal Nehru Technological University
B.Tech, Mechanical Engineering
New Jersey Institute of Technology
M.S, Computer Science
Wells Fargo Advisors November 2011 - Present
Merrill Lynch March 2011 - November 2011
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Series 7, Financial Modeling, Asset Managment, Investments, Retirement Planning
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
MBA
James Madison University 1995 — 2000
Bachelor of Arts (B.A.), Political Science and Government
St. Mary's International School 1988 — 1995
Merrill Lynch May 2013 - Present
ManVe Resources Inc May 2012 - Present
Deutsche Bank July 2012 - March 2013
Enbridge Energy July 2012 - September 2012
Atmos Energy November 2011 - June 2012
VisionForce Services Inc September 2008 - December 2011
Manulife Financial March 2011 - October 2011
Shell Trading July 2009 - February 2011
Compusoft Integrated Solutions Inc October 2006 - July 2009
DTE Energy October 2006 - June 2009
Skills
Web Services, SOA, XML, Oracle, SharePoint, SOAP, Microsoft SQL Server, Websphere, Endur, SDLC, Software Project..., Commodity Markets, Enterprise Architecture, ETRM, Business Analysis, Databases, CRM, IT Strategy, Commodity, Linux, Java Enterprise Edition, Software Documentation, Software Development, Strategy, Project Management, Java
Education
Wayne State University 2003 — 2005
MBA, International Business & Corporate Strategy
Jawaharlal Nehru Technological University 1994 — 1998
Bachelors of Tech, Electrical & Electronics
Bank of America Merrill Lynch June 2014 - Present
Barclays Capital June 2012 - May 2014
KPMG Advisory February 2012 - May 2012
Bank of America Merrill Lynch January 2008 - November 2011
Merrill Lynch January 2006 - January 2008
Merrill Lynch September 2004 - January 2006
West LB September 2003 - September 2004
Merrill Lynch March 2000 - September 2003
Cambridge Associates June 1999 - January 2000
Skills
Series 7, Loans, Financial Risk, Finance, Credit, Agency MBS, Repos, Financial Accounting, Controllers, Fixed Income, Derivatives, Financial Services, Capital Markets
Education
James Madison University 1995 — 1999
BBA, Finance
Bank of America 2010 - Present
Merrill Lynch April 2006 - Present
Bell Labs Lucent Technologies January 2002 - March 2006
Skills
SDLC, Integration, Agile Methodologies, Requirements Analysis, Java Enterprise Edition, Enterprise Architecture, Unix, Websphere, Solution Architecture, Security, SOA, IT Strategy, Oracle, Software Project...
Education
Jawaharlal Nehru Technological University
Toastmaster
Bank of America September 2014 - Present
Bank of America January 2010 - Present
ettain group June 2008 - April 2009
Fern Templeton July 2007 - April 2009
Fern Templeton June 2007 - April 2009
Wachovia Securities November 2005 - April 2007
MetLife February 2003 - November 2005
Merrill Lynch January 2001 - January 2004
Skills
Strategy, Financial Analysis, Leadership, Mortgage Lending, Mergers & Acquisitions, Due Diligence, Portfolio Management, Management, Analysis, Investments, Sales, Mutual Funds, Finance, Insurance, Private Equity, Trading, Real Estate, Banking, Options, Underwriting, Loans, Credit, Securities, Financial Services, Risk Management
Education
Queens University of Charlotte 2007 — 2009
CFP, Finance
James Madison University 1996 — 2000
B.B.A, Finance
Hardgrave Military Academy 1995 — 1996
Greenbrier East 1991 — 1995
Barclays Capital October 2012 - Present
Bank of America January 2010 - October 2012
Merrill Lynch November 2007 - January 2010
Goldman Sachs January 1999 - November 2007
Infosys Technologies Ltd 2005 - 2007
Skills
Anti Money Laundering, Project Management, Actimize, AML, Trading, USA PATRIOT Act, Business Intelligence, Business Analysis, OFAC, Management, SDLC, Software Project..., Banking, Financial Services, Financial Risk, Risk Management, Requirements Analysis, Unix
Education
Jamia Millia Islamia 1990 — 1994
B.E., Electronics and Communication
Kendriya Vidyalaya 1987 — 1990
Association of Certified Anti-Money Laundering Specialists
CAMS
Project Management Institute
PMP
Best Best & Krieger LLP July 2011 - Present
Miller & Van Eaton, P.L.L.C. July 2009 - June 2011
U.S. Department of Justice August 2008 - March 2009
HireOne Staffing February 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Bookkeeping, Accounts Payable, Account Reconciliation, Accounts Receivable, Accounting, Financial Reporting, Legal Research, Customer Service, Research, Management, Public Speaking
Education
Strayer University (DC) 2010 — 2012
Diploma, Accounting
James Madison University 2005 — 2007
Bachelor of Business Administration, Management
Citadel LLC June 2015 - Present
UBS Investment Bank June 2010 - May 2015
Merrill Lynch February 2008 - May 2010
Juniper Networks May 2008 - July 2008
NYSE Euronext May 2006 - February 2008
Satyam July 2004 - February 2008
Applied Materials 2004 - 2006
Computer Sciences Corporation 2003 - 2004
Surgical Information Systems 2002 - 2003
CMC Ltd April 1997 - December 2002
Skills
Oracle, Data Warehousing, SQL, Oracle RAC, Performance Tuning, ETL, R, Java, Unix Shell Scripting, Machine Learning, Data Analysis, PL/SQL, Data Modeling, Data Migration, Python, Data Munging, High Availability, Database Administration, SQL Tuning, Sybase, Microsoft SQL Server, Statistics, Shell Scripting, Oracle Applications, RMAN, Amazon Web Services..., MongoDB, Hadoop, Replication, Testing, Octave, Regression Analysis, Neural Networks, Natural Language..., Text Mining, Anomaly Detection, Apache Spark, Web Scraping
Education
The Johns Hopkins University 2014 — 2014
Data Science Specialization on Coursera, Data Science
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Institute of Electronics, Hyderabad ( GIOE ) 1993 — 1997
Special Diploma (Electronics with specialization in Computer Engineering), Computer Engineering
Merrill Lynch December 2011 - Present
Bank of America August 2010 - December 2011
Merrill Lynch January 2009 - August 2010
Merrill Lynch January 2006 - January 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Back Office, Banking, Call Centers, Equities, Financial Services, Investments, Portfolio Management, Private Banking, Risk Management, Securities, Series 7, Six Sigma, Wealth Management, Relationship Management, Mutual Funds
Education
James Madison University 1992 — 1996
BS, Psychology
BlackRock 2006 - Present
Merrill Lynch 1992 - 2006
Skills
Fixed Income, Equities, Asset Management, Alternative Investments, Mutual Funds, Series 7, Investments, Portfolio Management, Financial Services, Asset Allocation, Wealth Management, Securities, ETFs
Education
James Madison University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Frasca & Associates January 2009 - Present
Merrill Lynch February 2005 - October 2008
Bear Stearns August 1999 - February 2005
US Department of Defense, Office of the Inspector General October 1994 - July 1997
Smith, Bucklin & Associates October 1993 - October 1994
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
James Madison University 1989 — 1993
BBA
PwC July 2013 - Present
PwC May 2010 - June 2013
Primatics Financial November 2008 - May 2010
Merrill Lynch November 2006 - November 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Corporate Finance, Capital Markets, Strategy, Portfolio Management, Data Analysis, Economics, Investments, Due Diligence, Business Valuation, Finance, Mergers & Acquisitions
Education
James Madison University 2001 — 2005
Finance
Fidelity Investments June 2013 - Present
Fidelity Investments January 2011 - May 2013
Red Hat February 2009 - December 2010
Red Hat March 2007 - February 2009
Red Hat June 2006 - March 2007
Red Hat July 2004 - June 2006
Red Hat August 2002 - July 2004
Merrill Lynch March 1999 - February 2002
Merrill Lynch January 1998 - March 1999
Skills
Strategic Partnerships, Enterprise Software, Product Marketing, Product Management, Cloud Computing, Multi-channel Marketing, Sales Enablement, Lead Generation, SaaS, Salesforce.com
Education
James Madison University
BA, International Affairs, Spanish, Latin American Studies
Universidad de Salamanca
Universidade de São Paulo
ConnectWise March 2011 - Present
Sagemark Consulting September 2008 - March 2011
Merrill Lynch May 2007 - August 2007
Skills
Analysis, Risk Management, CRM, Training, Program Management, Strategy, Portfolio Management, New Business Development, Investments, Business Analysis, Microsoft Office, Outlook, Process Improvement, Account Management, Project Management, SDLC, Customer Service, Strategic Planning, Databases, Business Process..., Consulting, Salesforce.com, Data Analysis, Coaching, Leadership
Education
University of South Florida 2010 — 2012
MBA, Finance
James Madison University 2004 — 2008
BBA, Finance
Mindtree March 2012 - Present
Morgan Stanley Investment Management September 1999 - February 2012
Prudential Insurance January 1998 - September 1999
JPMorgan 1997 - 1999
Hoechst Marion Roussel 1996 - 1997
Merrill Lynch 1993 - 1996
Wipro Infotech Ltd 1986 - 1993
Skills
CRM, Fixed Income, Enterprise Content..., SDLC, Business Intelligence, IT Strategy, Enterprise Architecture, Business Analysis, Integration, Program Management, Consulting, Outsourcing, Vendor Management, Software Project..., Leadership, Governance, Agile Methodologies
Education
Jadavpur University 1986 — 1987
Masters, Computer Science
REC Trichy
REC Trichy
REC Trichy
Focus Financial Partners June 2014 - Present
Merrill Lynch May 1985 - May 2014
Skills
Equities, Series 63, Wealth Management, Alternative Investments, Series 7, Financial Services, Investments, Asset Allocation, Asset Management, Business Strategy, Strategy, Fixed Income, FINRA, Hedge Funds, Investment Advisory, Mutual Funds, Portfolio Management, Securities, Investment Management, Investment Strategies, Wealth Management..., Series 24, Uniform Combined State..., Retirement Planning
Education
James Madison University 1983 — 1987
Bachelor of Science (B.S.), communication arts
Merrill Lynch/BOA September 2010 - Present
Merrill Lynch June 2009 - Present
Blackrock 2006 - 2009
Merrill Lynch Investment Managers 2004 - 2006
Merck May 2004 - August 2004
Merrill Lynch Investment Managers December 1994 - April 2004
Education
Monmouth University 1992 — 1994
MS, Computer Science
Madurai Kamaraj University 1989 — 1991
MS, Microwaves and Optical Engineering
Jawaharlal Nehru Technological University 1984 — 1988
BS, Electronics & Telecom Engineering
Nomura Securities April 2011 - Present
Accenture June 2009 - October 2010
Satyam June 2004 - June 2009
Merrill Lynch December 2006 - April 2009
Skills
SSIS, Microsoft SQL Server, Oracle, Requirements Analysis
Education
Jawaharlal Nehru Technological University 2000 — 2004
B. Tech, Electrical and Electronics Engineering
RBC Capital Markets January 2012 - Present
Nomura 2010 - 2012
Merrill Lynch 2003 - 2009
Alex Sheshunoff & Co. Investment Banking 1998 - 2001
SNL Financial 1996 - 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Finance
James Madison University 1992 — 1996
BBA, Finance
Credit Suisse July 2014 - Present
Credit Suisse May 2012 - May 2013
JPMorgan Chase October 2011 - April 2012
Deutsche Bank April 2011 - September 2011
JPMorgan Chase April 2010 - March 2011
AT&T December 2008 - March 2010
Merrill Lynch October 2008 - November 2009
Lehman Brothers 2005 - 2007
Wipro Technologies 1999 - 2007
Skills
Unix Shell Scripting, Unix, SDLC, DNS, Red Hat Linux, DB2, Solaris, ITIL, High Availability, Shell Scripting, AIX, Enterprise Architecture, Data Center, Disaster Recovery, Solution Architecture, SAN, Virtualization
Education
Jadavpur University
Bachelor of Science (BS), Electronics & Telecommunication
PHH Mortgage April 2012 - Present
Merrill Lynch 1996 - April 2012
Skills
Mortgage Lending, Credit, Loans, Loan Origination, Mortgage Banking, Underwriting, Banking, Credit Analysis, Risk Management, Portfolio Management, Financial Services, Mortgage Underwriting, Credit Risk, Residential Mortgages, Financial Analysis
Education
William & Mary 1993 — 1995
B.S., Psychology
Jacksonville University 1990 — 1991
Shore Mortgage January 2014 - Present
Lochbridge 2011 - Present
Center for Creative Leadership July 2011 - September 2013
Johnson Controls February 2011 - November 2011
IMS Health - Milwaukee June 2010 - February 2011
Kohlberg Kravis & Roberts October 2009 - May 2010
Merrill Lynch January 2009 - September 2009
Dow Jones - Wall Street journal June 2008 - December 2008
Franklin Templeton Investments August 2007 - June 2008
Tata Consultancy Services November 2006 - August 2007
Skills
WPF, XAML, ASP.Net MVC 3.0, Silverlight, .NET, Microsoft SQL Server, WCF, Web Applications, C#, ASP.NET, TFS, Bootstrap, Visual Studio, AJAX
Education
Jawaharlal Nehru Technological University 2000 — 2004
B Tech, Computer Science Engineering
Product Development 2006 - 2008
United Nations 2002 - 2005
Merrill Lynch 1997 - 2002
Skills
Matlab, Credit Risk, Portfolio Optimization, R, C++, Oracle SQL, Financial Modeling, Black Scholes, Time Series Analysis, Computational Finance, Options Pricing, Fixed Income Products, Monte Carlo Simulation, Risk Management, VBA, Stochastic Calculus
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
MS, Mathematical Finance
Bombay University
B.E., Biomedical Engineering (T.S.E.C.)
Jai Hind College
Ameriprise Financial Services, Inc. June 2013 - Present
Merrill Lynch October 2007 - June 2013
Wachovia Bank April 2004 - October 2007
State Farm 1998 - 2005
State Farm 1998 - 2005
Education
James Madison University - College of Business 1990 — 1992
B.B.A., Finance
Merrill Lynch October 2008 - Present
Blue Key Mortgage Company September 2006 - August 2008
Skills
Investment Strategies, Investments, Strategic Financial..., Financial Advisory, IRAs, Alternative Investments, Securities, Equities, 529 Plans
Education
Jacksonville University 2013 — 2015
Master Public Policy
Jacksonville University 2010 — 2012
Bachelor of Science (BS), Political Science and Government, 3.5
Morgan Stanley (Smith Barney) 1985 - Present
Dean Witter 1981 - 1985
Merrill Lynch 1980 - 1981
Skills
Series 7, Series 63, FINRA, Uniform Combined State..., Wealth Management, Series 65, Investment Advisory, Retirement, Alternative Investments
Education
James Madison University 1973 — 1975
Navy Federal Credit Union February 2013 - Present
Grant Thornton LLP May 2011 - February 2013
Freddie Mac June 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Skills
Financial Services
Education
James Madison University 2004 — 2008
BBA, Finance
Merrill Lynch January 1994 - Present
Education
Universidad de Navarra
Post Grado - ILCE
GWU
Master of Business Administration (MBA)
James Madison University
Bachelor of Arts (B.A.)
PHH Mortgage May 2012 - September 2012
Merrill Lynch July 2011 - May 2012
State Farm February 2009 - July 2010
Education
Jacksonville University 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance, 3.7 out of 4.0
University of North Florida 2000 — 2004
Bachelor of Science (BS), Finance, 3.0 out of 4.0
Actavis plc now Allergan plc January 2015 - Present
Merrill Lynch February 2013 - December 2014
AT&T February 2012 - January 2013
Morgan Stanley Wealth Management July 2011 - December 2011
AAA Mid-Atlantic September 2009 - June 2011
NYIT September 2009 - May 2011
Skills
WCF, .NET, C#, XML, Microsoft SQL Server, SOAP, ASP.NET, HTML, CSS, WCF Services, ASP.NET MVC, Tortoise SVN, TFS, JavaScript, jQuery, SoapUI, WSDL, Fiddler, IIS, Visual Studio, ADO.NET, Entity Framework, AJAX, SSIS, SSRS, Test Driven Development
Education
New York Institute of Technology-Old Westbury 2009 — 2011
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's degree, Information Technology
Merrill Lynch March 2013 - Present
Sprint Nextel November 2010 - March 2013
Handshake Software May 2008 - August 2008
Skills
VMware, Windows, Software Installation, SharePoint, Servers, Customer Service, Time Management, Remote Desktop, Wireless, Telecommunications, Mobile Devices, Solution Selling, Direct Sales, Salesforce.com, Product Management, Program Management, Customer Satisfaction, Customer Retention, Account Management, Mobile Technology, Cellular Communications, Customer Experience, Networking, Technical Support, Retail, Enterprise Software, Professional Services, Wireless Networking, Blackberry, IP, Data Center, Team Leadership, Cold Calling, Service Delivery, B2B, M2M, Sales, Sales Presentations, Leadership
Education
Jacksonville University 2003 — 2009
bs, computer science
UBS September 2011 - Present
Merrill Lynch June 2005 - September 2011
Education
James Madison University 1983 — 1985
MEd, Counseling
Randolph-Macon Woman's College 1963 — 1967
BA, Sociology/Asian Studies
in Orange Park September 2013 - Present
Merrill lynch January 2006 - March 2013
Skills
FINRA, Prison Ministry, Church Administration, Preaching, Fundraising, Financial Advisory, ETFs, Practical Theology, Public Speaking, Bible teaching, Volunteer Management, Volunteer Training, Series 7, Series 63, IRAs, Customer Service, Leadership, Community Outreach, Teaching, Public Relations, Nonprofits, Small Business, Team Building, Event Planning, Strategic Planning, Microsoft Office
Education
Andersonville Theological Seminary 2009 — 2010
Master of Theology, Practial Theology
Jacksonville University 1967 — 1970
Bachelor of Science (BS), International Relations and Affairs
Merrill Lynch December 2010 - Present
Skills
Management, Banking, Credit, Credit Analysis, Mortgage Banking, Refinance, Residential Mortgages
Education
Jacksonville University