Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Nicholas Hojsack Nicholas Hojsack's Merrill Lynch Experience June 2007 - August 2007
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2008 - Present
Merrill Lynch June 2007 - August 2007
Skills
Financial Analysis, Financial Markets, Asset Management, Banking, Financial Reporting, Sales Presentations, Series 7, Financial Research, Microsoft SQL Server, Microsoft Office 2007, Fitness Training, Tennis Courts, System Conversion, Interview Preparation, Presentation Coaching, Mobile Applications, Xcode, Tennis Instruction, Sports Nutrition, Nutrition, Equities, Finance, Fixed Income, Investments, Management, Microsoft Excel, Microsoft Office, Portfolio Management, Risk Management
Education
King's College 2004 — 2008
Bachelors, Finance, Accounting
JPMorgan Chase July 2008 - Present
Merrill Lynch June 2007 - August 2007
Skills
Financial Analysis, Financial Markets, Asset Management, Banking, Financial Reporting, Sales Presentations, Series 7, Financial Research, Microsoft SQL Server, Microsoft Office 2007, Fitness Training, Tennis Courts, System Conversion, Interview Preparation, Presentation Coaching, Mobile Applications, Xcode, Tennis Instruction, Sports Nutrition, Nutrition, Equities, Finance, Fixed Income, Investments, Management, Microsoft Excel, Microsoft Office, Portfolio Management, Risk Management
Education
King's College 2004 — 2008
Bachelors, Finance, Accounting
Praveen Sathyesh Praveen Sathyesh's Merrill Lynch Experience February 2011 - July 2013
Job Senior Software Engineer at Oracle
Industry Computer Software
Experience
Oracle August 2013 - Present
Merrill Lynch February 2011 - July 2013
Stony Brook University August 2009 - March 2012
IBM July 2007 - August 2009
IBM January 2007 - May 2007
Skills
Core Java, Threads, Multithreading, Java Enterprise Edition, Java Concurrency, Object Oriented Design, Algorithms, Data Structures, Software Design, ATG Commerce, Cloud Computing, WebSphere Application..., Weblogic, ATG Dynamo, Servlets, JDBC, JavaSE, JavaBeans, SQL, Web Applications, Software Development, OOP, Toad, Eclipse, RAD, Fiddler, Oracle
Education
Stony Brook University 2009 — 2010
Masters, Computer Science
Visvesvaraya Technological University 2003 — 2007
BE, Computer Science
Kendriya Vidyalaya 2000 — 2001
High School, Computer Science
Oracle August 2013 - Present
Merrill Lynch February 2011 - July 2013
Stony Brook University August 2009 - March 2012
IBM July 2007 - August 2009
IBM January 2007 - May 2007
Skills
Core Java, Threads, Multithreading, Java Enterprise Edition, Java Concurrency, Object Oriented Design, Algorithms, Data Structures, Software Design, ATG Commerce, Cloud Computing, WebSphere Application..., Weblogic, ATG Dynamo, Servlets, JDBC, JavaSE, JavaBeans, SQL, Web Applications, Software Development, OOP, Toad, Eclipse, RAD, Fiddler, Oracle
Education
Stony Brook University 2009 — 2010
Masters, Computer Science
Visvesvaraya Technological University 2003 — 2007
BE, Computer Science
Kendriya Vidyalaya 2000 — 2001
High School, Computer Science
Jeffrey Domenico Jeffrey Domenico's Merrill Lynch Experience May 2012 - June 2014
Job Financial Advisor at PNC
Industry Financial Services
Nicole Reardon Nicole Reardon's Merrill Lynch Experience June 2010 - October 2012
Job Vice President, Private Banking with BrandBank
Industry Banking
Experience
BrandBank (GA) May 2015 - Present
SunTrust Bank May 2013 - May 2015
Wells Fargo October 2012 - May 2013
Merrill Lynch June 2010 - October 2012
SunTrust Investment Services, Inc. January 2004 - June 2010
Skills
Estate Planning, Finance, Financial Analysis, Financial Services, Loans, Management, Mortgage Lending, Retirement Planning, Strategy, Wealth Management, Banking, Commercial Lending, Consumer Lending, Credit, Due Diligence, Leadership, Portfolio Management, Sales, Small Business Lending
Education
Kennesaw State University 2000 — 2004
BACHLORS, FINANCE
BrandBank (GA) May 2015 - Present
SunTrust Bank May 2013 - May 2015
Wells Fargo October 2012 - May 2013
Merrill Lynch June 2010 - October 2012
SunTrust Investment Services, Inc. January 2004 - June 2010
Skills
Estate Planning, Finance, Financial Analysis, Financial Services, Loans, Management, Mortgage Lending, Retirement Planning, Strategy, Wealth Management, Banking, Commercial Lending, Consumer Lending, Credit, Due Diligence, Leadership, Portfolio Management, Sales, Small Business Lending
Education
Kennesaw State University 2000 — 2004
BACHLORS, FINANCE
Linda (Paule) Champagne, PMP Linda (Paule) Champagne, PMP's Merrill Lynch Experience 1980 - 1997
Job Associate Controller Financial Systems & Support Services at Florida International University
Industry Financial Services
Experience
Florida International University April 2012 - Present
Wyndham Vacation Ownership 2004 - June 2012
Budget Rent-A-Car 1997 - 2004
Merrill Lynch 1980 - 1997
Skills
Sarbanes-Oxley Act, Process Improvement, PeopleSoft, Financial Analysis, Business Analysis, Management, Financial Reporting, Accounting, Forecasting, Variance Analysis
Education
Keller Graduate School of Management of DeVry University
MPM, Project Management
Pace University - Lubin School of Business
BBA, Accounting
St. Francois D'Assise
Florida International University April 2012 - Present
Wyndham Vacation Ownership 2004 - June 2012
Budget Rent-A-Car 1997 - 2004
Merrill Lynch 1980 - 1997
Skills
Sarbanes-Oxley Act, Process Improvement, PeopleSoft, Financial Analysis, Business Analysis, Management, Financial Reporting, Accounting, Forecasting, Variance Analysis
Education
Keller Graduate School of Management of DeVry University
MPM, Project Management
Pace University - Lubin School of Business
BBA, Accounting
St. Francois D'Assise
Julie Fender Julie Fender's Merrill Lynch Experience March 2005 - Present
Job Registered Senior Client Associate at Merrill Lynchburg
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
Skills
Wealth Management, Series 7, Relationship Management, Retirement Planning, Securities, Retirement, Investment Advisory, Uniform Combined State..., Asset Allocation, Mutual Funds, Investments, Portfolio Management, Asset Management, Series 63, Alternative Investments, Management
Education
Kent State University
Anthropology
Merrill Lynch March 2005 - Present
Skills
Wealth Management, Series 7, Relationship Management, Retirement Planning, Securities, Retirement, Investment Advisory, Uniform Combined State..., Asset Allocation, Mutual Funds, Investments, Portfolio Management, Asset Management, Series 63, Alternative Investments, Management
Education
Kent State University
Anthropology
Robert Nix Robert Nix's Merrill Lynch Experience 2002 - 2003
Job Senior Manager, Enterprise Consulting at Tribridge
Industry Executive Office
Experience
Tribridge March 2015 - Present
GeneSolve October 2012 - March 2015
Global Arts Group December 2009 - October 2012
Acomp Bookkeeping Corporation 2003 - 2009
Merrill Lynch 2002 - 2003
Bank of America Business Capital 1998 - 2002
Bank of America 1998 - 2002
Cornerstone Equity 1997 - 1998
Arthur Andersen 1993 - 1997
Skills
Corporate Finance, Strategy, Risk Management, Mergers, Financial Modeling, Cross-functional Team..., Start-ups, Finance, Private Pilot
Education
Villanova University 2011 — 2012
Lean Six Sigma Certification, Process Improvement, 3.5
The University of Connecticut School of Business 2002 — 2005
MBA, Finance
Premier Flight School 2009 — 2010
Private Pilot, Aviation
Kennesaw State University - Michael J. Coles College of Business 1990 — 1993
BBA, Accounting
Tribridge March 2015 - Present
GeneSolve October 2012 - March 2015
Global Arts Group December 2009 - October 2012
Acomp Bookkeeping Corporation 2003 - 2009
Merrill Lynch 2002 - 2003
Bank of America Business Capital 1998 - 2002
Bank of America 1998 - 2002
Cornerstone Equity 1997 - 1998
Arthur Andersen 1993 - 1997
Skills
Corporate Finance, Strategy, Risk Management, Mergers, Financial Modeling, Cross-functional Team..., Start-ups, Finance, Private Pilot
Education
Villanova University 2011 — 2012
Lean Six Sigma Certification, Process Improvement, 3.5
The University of Connecticut School of Business 2002 — 2005
MBA, Finance
Premier Flight School 2009 — 2010
Private Pilot, Aviation
Kennesaw State University - Michael J. Coles College of Business 1990 — 1993
BBA, Accounting
Walter Banta, APMA Walter Banta, APMA's Merrill Lynch Experience 1994 - December 1996
Job Wealth Management Advisor
Industry Financial Services
Experience
Clermont Wealth Strategies February 2009 - Present
Wachovia, A Wells Fargo Company December 1996 - February 2009
Merrill Lynch 1994 - December 1996
Skills
Wealth Management..., Investment Management, High Net Worth..., Asset Allocation, Tactical Asset..., Investment Strategies
Education
King's College 1979 — 1983
BS, Accounting and Finance
Clermont Wealth Strategies February 2009 - Present
Wachovia, A Wells Fargo Company December 1996 - February 2009
Merrill Lynch 1994 - December 1996
Skills
Wealth Management..., Investment Management, High Net Worth..., Asset Allocation, Tactical Asset..., Investment Strategies
Education
King's College 1979 — 1983
BS, Accounting and Finance
Justin Hissong Justin Hissong's Merrill Lynch Experience June 2011 - November 2013
Job Vice President, Private Advisor at BB&T Wealth
Industry Financial Services
Experience
BB&T August 2014 - Present
BB&T Investment Services December 2013 - July 2014
Merrill Lynch June 2011 - November 2013
Bank of America August 2008 - June 2011
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, IRAs, Fixed Annuities, Variable Annuities, ETFs, Relationship Management, Wealth Management..., 401k, Strategic Financial..., Financial Planning, Banking, Credit, Finance, Investments
Education
King College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, magna cum laude
BB&T August 2014 - Present
BB&T Investment Services December 2013 - July 2014
Merrill Lynch June 2011 - November 2013
Bank of America August 2008 - June 2011
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, IRAs, Fixed Annuities, Variable Annuities, ETFs, Relationship Management, Wealth Management..., 401k, Strategic Financial..., Financial Planning, Banking, Credit, Finance, Investments
Education
King College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, magna cum laude
Heidi Sandiford Heidi Sandiford's Merrill Lynch Experience August 1995 - October 2010
Job Freelance Translator at Self employed freelance translator
Industry Financial Services
Experience
Self employed freelance translator September 2011 - Present
Merrill Lynch August 1995 - October 2010
Citibank, London January 1994 - August 1995
Skills
German, French, Dutch, Translation, English, Options, Trading
Education
King's College London, U. of London 1992 — 1993
Masters of Law (LLM), European Law
University of Buckingham 1990 — 1992
LLB, European Law with German, Upper Second Class Honours Degree
Self employed freelance translator September 2011 - Present
Merrill Lynch August 1995 - October 2010
Citibank, London January 1994 - August 1995
Skills
German, French, Dutch, Translation, English, Options, Trading
Education
King's College London, U. of London 1992 — 1993
Masters of Law (LLM), European Law
University of Buckingham 1990 — 1992
LLB, European Law with German, Upper Second Class Honours Degree
Jon Patacca's Merrill Lynch Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Scottrade December 2012 - April 2015
Scottrade July 2007 - December 2012
KeyBank October 2005 - March 2007
KeyBank August 2003 - October 2005
Morgan Stanley May 2001 - May 2003
Education
Pace University - Lubin School of Business 2011 — 2014
MBA, Financial Management, 3.9 GPA
Kent State University 1997 — 2001
Bachelor of Business Administration, Finance
Merrill Lynch April 2015 - Present
Scottrade December 2012 - April 2015
Scottrade July 2007 - December 2012
KeyBank October 2005 - March 2007
KeyBank August 2003 - October 2005
Morgan Stanley May 2001 - May 2003
Education
Pace University - Lubin School of Business 2011 — 2014
MBA, Financial Management, 3.9 GPA
Kent State University 1997 — 2001
Bachelor of Business Administration, Finance
Alex Reinthal Alex Reinthal's Merrill Lynch Experience January 2012 - May 2012
Job Quality Assurance Analyst at Epic
Industry Information Technology and Services
Experience
Epic July 2012 - Present
Merrill Lynch January 2012 - May 2012
Kenyon College August 2011 - May 2012
Skills
Teaching, German, Event Management, Data Analysis, Statistics, Writing, Research, Economics
Education
Kenyon College 2008 — 2012
BA, History, cum laude
University of Freiburg 2010 — 2010
IES Study Abroad Program, German Language and Area Studies
Epic July 2012 - Present
Merrill Lynch January 2012 - May 2012
Kenyon College August 2011 - May 2012
Skills
Teaching, German, Event Management, Data Analysis, Statistics, Writing, Research, Economics
Education
Kenyon College 2008 — 2012
BA, History, cum laude
University of Freiburg 2010 — 2010
IES Study Abroad Program, German Language and Area Studies
Mildred Babb Mildred Babb's Merrill Lynch Experience January 1999 - January 2005
Job CERTIFIED FINANCIAL PLANNER (TM), CFP(R), Vice PresidentInvestment Officer, Financial Advisor
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC May 2012 - Present
Morgan Stanley Smith Barney January 2010 - December 2011
FirstMerit Bank July 2005 - December 2009
CFP®, FirstMerit Wealth Management Services July 2005 - December 2009
FirstMerit Bank 2005 - 2009
Merrill Lynch January 1999 - January 2005
KeyBank November 1998 - November 1999
KeyBank January 1996 - November 1998
KeyBank August 1994 - January 1996
KeyBank January 1989 - August 1994
Skills
Wealth Management, Investments, Retirement Planning, Finance, Financial Services, Financial Advisory
Education
Kent State University 1981 — 1986
BBA, Marketing
Immaculate Heart of Mary School Endowment Board, Cuyahoga
President
Kent State University
BBA, Marketing
WELLS FARGO ADVISORS, LLC May 2012 - Present
Morgan Stanley Smith Barney January 2010 - December 2011
FirstMerit Bank July 2005 - December 2009
CFP®, FirstMerit Wealth Management Services July 2005 - December 2009
FirstMerit Bank 2005 - 2009
Merrill Lynch January 1999 - January 2005
KeyBank November 1998 - November 1999
KeyBank January 1996 - November 1998
KeyBank August 1994 - January 1996
KeyBank January 1989 - August 1994
Skills
Wealth Management, Investments, Retirement Planning, Finance, Financial Services, Financial Advisory
Education
Kent State University 1981 — 1986
BBA, Marketing
Immaculate Heart of Mary School Endowment Board, Cuyahoga
President
Kent State University
BBA, Marketing
Derrick Lepkowski Derrick Lepkowski's Merrill Lynch Experience April 2011 - November 2012
Job VP/Market Sales Manager, Merrill Edge and CEO, Polish Punk OffRoad
Industry Investment Management
Experience
Merrill Edge October 2014 - Present
Polish Punk Automotive LLC February 2008 - Present
Merrill Edge November 2012 - October 2014
Merrill Lynch April 2011 - November 2012
Bank of America Merrill Lynch July 2010 - September 2011
Merrill Lynch August 2009 - April 2011
Citi August 2008 - July 2009
Renda Broadcasting May 2008 - August 2008
Georgia Farm Bureau June 2005 - April 2008
Staples February 2002 - May 2005
Skills
Logistics, Product Development, Marketing Strategy, Merchandising, Social Media, Negotiation, Customer Relations, Sales Management, Customer Service, Advertising, Business Management, Business Strategy, Microsoft Office, New Business Development, Event Management, B2B, Social Media Marketing, Online Marketing, Promotions, Vendor Relations, Retail, Insurance, Account Management, Fundraising, Market Planning, Vendor Management, Customer Satisfaction, Email Marketing, Business Planning, Marketing, Event Planning, Sales, Strategy, Strategic Planning, Contract Negotiation, Team Building, Team Leadership, Social Networking, Competitive Analysis, Marketing Communications, Public Relations, Coaching, Sales Presentations, Trade Shows, Banking, Entrepreneurship, Sponsorship, Brand Development, Finance, Online Advertising
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2013
BBA, Business Management
Merrill Edge October 2014 - Present
Polish Punk Automotive LLC February 2008 - Present
Merrill Edge November 2012 - October 2014
Merrill Lynch April 2011 - November 2012
Bank of America Merrill Lynch July 2010 - September 2011
Merrill Lynch August 2009 - April 2011
Citi August 2008 - July 2009
Renda Broadcasting May 2008 - August 2008
Georgia Farm Bureau June 2005 - April 2008
Staples February 2002 - May 2005
Skills
Logistics, Product Development, Marketing Strategy, Merchandising, Social Media, Negotiation, Customer Relations, Sales Management, Customer Service, Advertising, Business Management, Business Strategy, Microsoft Office, New Business Development, Event Management, B2B, Social Media Marketing, Online Marketing, Promotions, Vendor Relations, Retail, Insurance, Account Management, Fundraising, Market Planning, Vendor Management, Customer Satisfaction, Email Marketing, Business Planning, Marketing, Event Planning, Sales, Strategy, Strategic Planning, Contract Negotiation, Team Building, Team Leadership, Social Networking, Competitive Analysis, Marketing Communications, Public Relations, Coaching, Sales Presentations, Trade Shows, Banking, Entrepreneurship, Sponsorship, Brand Development, Finance, Online Advertising
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2013
BBA, Business Management
Mark Pentella Mark Pentella's Merrill Lynch Experience August 1987 - March 2013
Job Senior Vice President Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Merrill Lynch August 1987 - March 2013
CBM Computer Inc. August 1985 - August 1987
Basic Computer Inc. March 1981 - August 1985
Education
Kent State University 1977 — 1984
BBA, Computer Science
Central Catholic HIgh School 1973 — 1977
Morgan Stanley Wealth Management March 2013 - Present
Merrill Lynch August 1987 - March 2013
CBM Computer Inc. August 1985 - August 1987
Basic Computer Inc. March 1981 - August 1985
Education
Kent State University 1977 — 1984
BBA, Computer Science
Central Catholic HIgh School 1973 — 1977
Neil George Neil George's Merrill Lynch Experience 1987 - 1990
Job Editor in Chief at Agora Financial
Industry Financial Services
Experience
Agora Financial December 2012 - Present
Green & Gold LLC January 2009 - Present
Webster University China 1999 - Present
Kephart Communications Incorporated (KCI) December 2000 - 2009
Leeb Capital 2001 - 2003
Interfirst Capital 2000 - 2001
Investec Asset Management 1998 - 2000
U.S. Bank 1990 - 1998
Merrill Lynch 1987 - 1990
Skills
Business Strategy, Investments, Entrepreneurship, Venture Capital, Financial Modeling, Financial Analysis, Mergers, Risk Management, Business Planning, Start-ups, Alternative Investments, Financial Markets, Strategic Planning, Equities, Hedge Funds, Private Equity, International Business, Portfolio Management, Asset Managment, Culinary Skills, Fixed Income Strategies, Preferred Stock, High Yield Bonds, Economics, Investment Strategies, Asset Management, Mutual Funds, Mergers & Acquisitions, Publishing, Corporate Development, Corporate Finance, Due Diligence, Finance, Investment Advisory, Strategic Financial..., Fixed Income, Emerging Markets, Investor Relations, Management, Management Consulting, Strategy, Bloomberg, Investment Banking, Valuation, Trading, Equity Research, Capital Markets, Securities
Education
King's College
Economics
Webster University (Europe: Leiden, Vienna, London, Geneva)
MBA, Finance
Agora Financial December 2012 - Present
Green & Gold LLC January 2009 - Present
Webster University China 1999 - Present
Kephart Communications Incorporated (KCI) December 2000 - 2009
Leeb Capital 2001 - 2003
Interfirst Capital 2000 - 2001
Investec Asset Management 1998 - 2000
U.S. Bank 1990 - 1998
Merrill Lynch 1987 - 1990
Skills
Business Strategy, Investments, Entrepreneurship, Venture Capital, Financial Modeling, Financial Analysis, Mergers, Risk Management, Business Planning, Start-ups, Alternative Investments, Financial Markets, Strategic Planning, Equities, Hedge Funds, Private Equity, International Business, Portfolio Management, Asset Managment, Culinary Skills, Fixed Income Strategies, Preferred Stock, High Yield Bonds, Economics, Investment Strategies, Asset Management, Mutual Funds, Mergers & Acquisitions, Publishing, Corporate Development, Corporate Finance, Due Diligence, Finance, Investment Advisory, Strategic Financial..., Fixed Income, Emerging Markets, Investor Relations, Management, Management Consulting, Strategy, Bloomberg, Investment Banking, Valuation, Trading, Equity Research, Capital Markets, Securities
Education
King's College
Economics
Webster University (Europe: Leiden, Vienna, London, Geneva)
MBA, Finance
Scott Coppeto, JD, CFP, CLU, CLTC's Merrill Lynch Experience 2000 - 2002
Job Advanced Planning Solutions Specialist, Insurance & Estate Planning
Industry Financial Services
Experience
Capitas Financial February 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
The Hartford 2005 - 2007
Merrill Lynch 2000 - 2002
Prudential Financial 1996 - 1999
PA Department of Banking & Insurance 1995 - 1995
Skills
Estate Planning, Succession Planning, Multi-generational..., Business Continuity..., Life Insurance, Long Term Care Insurance, Key Person Insurance, Retirement Planning, Trusts, High Net Worth..., Insurance, Asset Protection
Education
Widener University School of Law (PA) 1992 — 1995
Doctor of Law (J.D.)
King's College 1986 — 1990
Bachelor of Arts (B.A.)
Capitas Financial February 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
The Hartford 2005 - 2007
Merrill Lynch 2000 - 2002
Prudential Financial 1996 - 1999
PA Department of Banking & Insurance 1995 - 1995
Skills
Estate Planning, Succession Planning, Multi-generational..., Business Continuity..., Life Insurance, Long Term Care Insurance, Key Person Insurance, Retirement Planning, Trusts, High Net Worth..., Insurance, Asset Protection
Education
Widener University School of Law (PA) 1992 — 1995
Doctor of Law (J.D.)
King's College 1986 — 1990
Bachelor of Arts (B.A.)
Vincent Rogers Vincent Rogers's Merrill Lynch Experience February 2014 - Present
Job AVP Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Ebay January 2001 - Present
Transamerica Financial Advisors, Inc. June 2013 - January 2014
Merrill Lynch May 2012 - June 2013
Bank of America November 2007 - May 2012
First Investors Corporation January 2007 - November 2007
IBM November 1998 - January 2007
Skills
Strategic Financial..., Bloomberg, Financial Modeling, Equities, Portfolio Management, Securities, Investments, Financial Analysis, Asset Managment, Financial Services, Asset Management, Banking, Credit, Business Analysis, Finance, Financial Planning, Leadership, Mutual Funds, Strategy, Wealth Management
Education
The University of Georgia 2011 — 2014
CFP
Kennesaw State University - Michael J. Coles College of Business 2004 — 2008
BS, ECONOMICS
Merrill Lynch February 2014 - Present
Ebay January 2001 - Present
Transamerica Financial Advisors, Inc. June 2013 - January 2014
Merrill Lynch May 2012 - June 2013
Bank of America November 2007 - May 2012
First Investors Corporation January 2007 - November 2007
IBM November 1998 - January 2007
Skills
Strategic Financial..., Bloomberg, Financial Modeling, Equities, Portfolio Management, Securities, Investments, Financial Analysis, Asset Managment, Financial Services, Asset Management, Banking, Credit, Business Analysis, Finance, Financial Planning, Leadership, Mutual Funds, Strategy, Wealth Management
Education
The University of Georgia 2011 — 2014
CFP
Kennesaw State University - Michael J. Coles College of Business 2004 — 2008
BS, ECONOMICS
Daniel Dougherty Daniel Dougherty's Merrill Lynch Experience January 1986 - January 2006
Job Contracted Director of Operations, Chief Compliance Officer, and Consultant to two Chicago Investment Managers.
Industry Financial Services
Experience
Investment Manager 2015 - Present
Futures and Options Risk Manager December 2013 - Present
Wintrust Asset Management March 2009 - March 2012
Merrill Lynch January 1986 - January 2006
Skills
Project Management, Process Engineering, Data Management, Personnel Management, Compliance, Vendor Management, Regulatory Affairs, Asset Managment, Wealth Management, Investments, Equities, Fixed Income, Securities, Mutual Funds, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments
Education
Keller Graduate School of Management of DeVry University 1984 — 1988
Master of Business Administration (MBA), Corporate Finance
Saint Mary's College, Winona, MN 1979 — 1983
Bachelor of Arts (BA), Economics
Marquette University High School
Graduate.
Investment Manager 2015 - Present
Futures and Options Risk Manager December 2013 - Present
Wintrust Asset Management March 2009 - March 2012
Merrill Lynch January 1986 - January 2006
Skills
Project Management, Process Engineering, Data Management, Personnel Management, Compliance, Vendor Management, Regulatory Affairs, Asset Managment, Wealth Management, Investments, Equities, Fixed Income, Securities, Mutual Funds, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments
Education
Keller Graduate School of Management of DeVry University 1984 — 1988
Master of Business Administration (MBA), Corporate Finance
Saint Mary's College, Winona, MN 1979 — 1983
Bachelor of Arts (BA), Economics
Marquette University High School
Graduate.
Brian Weinreich Brian Weinreich's Merrill Lynch Experience September 2000 - May 2009
Job Financial Advisor / Registered Investment Advisor at American Heritage Securities / EGI FInancial
Industry Financial Services
Experience
American Heritage Securities Inc. / EGI Financial Inc. May 2009 - Present
Merrill Lynch September 2000 - May 2009
Prudential Securities November 1998 - September 2000
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Insurance, Long-term Care, Disability Insurance, 401k plans, 401k, Estate Planning, Financial Services, Small Business, Wealth Management, Mutual Funds, Fixed Annuities, Asset Allocation, Finance
Education
Kent State University 1991 — 1997
American Heritage Securities Inc. / EGI Financial Inc. May 2009 - Present
Merrill Lynch September 2000 - May 2009
Prudential Securities November 1998 - September 2000
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Insurance, Long-term Care, Disability Insurance, 401k plans, 401k, Estate Planning, Financial Services, Small Business, Wealth Management, Mutual Funds, Fixed Annuities, Asset Allocation, Finance
Education
Kent State University 1991 — 1997
Jessica Blascak Jessica Blascak's Merrill Lynch Experience January 2010 - August 2010
Job Project Specialist at MHC Software
Industry Information Technology and Services
Experience
MHC Software June 2013 - Present
Soccer Coach July 2013 - August 2014
Temp Services: Cadre Services Wisconsin October 2011 - March 2012
Merrill Lynch January 2010 - August 2010
Grynn and Barrett Studios September 2009 - December 2009
DeWitt Wallace Library at Macalester College December 2005 - May 2009
Macalester College August 2007 - December 2007
HC Miller September 2004 - June 2005
Skills
Project Management, International Business, Data Analysis, Problem Solving, SQL, Java, Report Building, Highly Analytical, Microsoft Excel, Learn New Software..., MS Excel Pivot Tables, SAP, Troubleshooting, Statistics, SPSS, R, PowerPoint, Microsoft Office, Financial Statements, Business Objects, Meeting Deadlines, Attention To Detail, Confidentiality, Public Speaking, International Management, Software Project..., Oracle CRM
Education
King's College London, U. of London 2010 — 2012
MSc, International Management, Pass with Distinction (A average)
Macalester College 2005 — 2009
Bachelor of Arts, Mathematics; Statistics; Computer Science, Magna Cum Laude with a 3.72/4.0 GPA
King's College London, U. of London 2008 — 2008
Study Abroad
MHC Software June 2013 - Present
Soccer Coach July 2013 - August 2014
Temp Services: Cadre Services Wisconsin October 2011 - March 2012
Merrill Lynch January 2010 - August 2010
Grynn and Barrett Studios September 2009 - December 2009
DeWitt Wallace Library at Macalester College December 2005 - May 2009
Macalester College August 2007 - December 2007
HC Miller September 2004 - June 2005
Skills
Project Management, International Business, Data Analysis, Problem Solving, SQL, Java, Report Building, Highly Analytical, Microsoft Excel, Learn New Software..., MS Excel Pivot Tables, SAP, Troubleshooting, Statistics, SPSS, R, PowerPoint, Microsoft Office, Financial Statements, Business Objects, Meeting Deadlines, Attention To Detail, Confidentiality, Public Speaking, International Management, Software Project..., Oracle CRM
Education
King's College London, U. of London 2010 — 2012
MSc, International Management, Pass with Distinction (A average)
Macalester College 2005 — 2009
Bachelor of Arts, Mathematics; Statistics; Computer Science, Magna Cum Laude with a 3.72/4.0 GPA
King's College London, U. of London 2008 — 2008
Study Abroad
Sean Reardon Sean Reardon's Merrill Lynch Experience February 2012 - January 2015
Job Private Banker
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Reardon enterprises January 2015 - May 2015
Merrill Lynch February 2012 - January 2015
Camp Sunshine August 2012 - January 2013
COUNTRY ® Financial July 2011 - January 2012
Reno Toyota Scion March 2010 - May 2011
Skills
Retirement Planning, Insurance, Securities, FINRA, Retirement, Wealth Management, Strategic Financial..., Investment Advisory, Financial Advisory, Mortgage Lending, 401k Rollovers, Loans, Alternative Investments, Investment Banking, Finance, Investments, Financial Services, Strategic Planning, Series 63, Customer Service, Portfolio Management, 401k, Asset Allocation, Contract Negotiation, Financial Planning, Negotiation
Education
Kennesaw State University 2008 — 2011
Business Finance, 3.0
Wells Fargo May 2015 - Present
Reardon enterprises January 2015 - May 2015
Merrill Lynch February 2012 - January 2015
Camp Sunshine August 2012 - January 2013
COUNTRY ® Financial July 2011 - January 2012
Reno Toyota Scion March 2010 - May 2011
Skills
Retirement Planning, Insurance, Securities, FINRA, Retirement, Wealth Management, Strategic Financial..., Investment Advisory, Financial Advisory, Mortgage Lending, 401k Rollovers, Loans, Alternative Investments, Investment Banking, Finance, Investments, Financial Services, Strategic Planning, Series 63, Customer Service, Portfolio Management, 401k, Asset Allocation, Contract Negotiation, Financial Planning, Negotiation
Education
Kennesaw State University 2008 — 2011
Business Finance, 3.0
Philip Emma Philip Emma's Merrill Lynch Experience April 2000 - February 2002
Job Project Manager at Dynamic Web Designs
Industry Information Technology and Services
Experience
Dynamic Web Designs April 2002 - Present
Merrill Lynch April 2000 - February 2002
AT&T June 1997 - April 2000
Skills
Project Management, Financial Analysis, MS Project, Microsoft Excel, Microsoft Word, Micosoft Powerpoint, Change Management, Process Improvement, Microsoft Project
Education
Keller Graduate School of Management of DeVry University
Master of Project Management, Project Management
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance
Monmouth University
Bachelor of Science (BS), Finance
Dynamic Web Designs April 2002 - Present
Merrill Lynch April 2000 - February 2002
AT&T June 1997 - April 2000
Skills
Project Management, Financial Analysis, MS Project, Microsoft Excel, Microsoft Word, Micosoft Powerpoint, Change Management, Process Improvement, Microsoft Project
Education
Keller Graduate School of Management of DeVry University
Master of Project Management, Project Management
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance
Monmouth University
Bachelor of Science (BS), Finance
T.J. Lyon T.J. Lyon's Merrill Lynch Experience July 2010 - December 2012
Job Regulatory Analyst at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority December 2012 - Present
Merrill Lynch July 2010 - December 2012
Randstad November 2009 - July 2010
Skills
Accounting, Financial Statements, Outlook, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Customer Service, Project Management, Strategic Planning, Financial Analysis, Process Improvement, Regulatory Operations, Regulatory Guidelines
Education
King's College 2005 — 2009
BS, Accounting
Notre Dame High School 2001 — 2005
Financial Industry Regulatory Authority December 2012 - Present
Merrill Lynch July 2010 - December 2012
Randstad November 2009 - July 2010
Skills
Accounting, Financial Statements, Outlook, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Customer Service, Project Management, Strategic Planning, Financial Analysis, Process Improvement, Regulatory Operations, Regulatory Guidelines
Education
King's College 2005 — 2009
BS, Accounting
Notre Dame High School 2001 — 2005
Lorene Fairbanks's Merrill Lynch Experience August 2006 - February 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch August 2006 - February 2012
Morgan Stanley Smith Barney November 1998 - August 2006
Morgan Stanley Smith Barney June 1993 - November 1998
Education
Youngstown State University 1989 — 1991
BSBA, Marketing/Marketing Management, General
Kent State University 1986 — 1989
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch August 2006 - February 2012
Morgan Stanley Smith Barney November 1998 - August 2006
Morgan Stanley Smith Barney June 1993 - November 1998
Education
Youngstown State University 1989 — 1991
BSBA, Marketing/Marketing Management, General
Kent State University 1986 — 1989
Leo Soloveiko III Leo Soloveiko III's Merrill Lynch Experience August 2011 - December 2012
Job Account Representative
Industry Consumer Goods
Experience
WCCV Flooring July 2013 - Present
Merrill Lynch August 2011 - December 2012
MetLife March 2010 - August 2011
Mohawk Industries January 2000 - December 2009
The Associates January 1999 - January 2000
Marketing Home Finance January 1997 - January 1999
USA Financial January 1995 - January 1997
College Street Library January 1988 - January 1995
Skills
Strategic Financial..., Insurance, Mutual Funds, Equities, Uniform Combined State..., Financial Analysis, Retirement, Wealth Management, Credit, Investment Advisory, Financial Modeling, Sales, Finance, Financial Goals, Investment Strategies, Retirement Planning, Financial Planning
Education
Kent State University 1988 — 1992
MBA, Management and Finance
Kent State University 1988 — 1990
BBA, Business Management, Business
The Ohio State University 1985 — 1988
other
other
WCCV Flooring July 2013 - Present
Merrill Lynch August 2011 - December 2012
MetLife March 2010 - August 2011
Mohawk Industries January 2000 - December 2009
The Associates January 1999 - January 2000
Marketing Home Finance January 1997 - January 1999
USA Financial January 1995 - January 1997
College Street Library January 1988 - January 1995
Skills
Strategic Financial..., Insurance, Mutual Funds, Equities, Uniform Combined State..., Financial Analysis, Retirement, Wealth Management, Credit, Investment Advisory, Financial Modeling, Sales, Finance, Financial Goals, Investment Strategies, Retirement Planning, Financial Planning
Education
Kent State University 1988 — 1992
MBA, Management and Finance
Kent State University 1988 — 1990
BBA, Business Management, Business
The Ohio State University 1985 — 1988
other
other
Mark Lyons, MBA Mark Lyons, MBA's Merrill Lynch Experience June 2006 - January 2009
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch June 2006 - January 2009
Education
Kent State University 2008 — 2012
Master of Business Administration (MBA), Finance
Mount Union College 2001 — 2005
Bachelor's degree, Economics
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch June 2006 - January 2009
Education
Kent State University 2008 — 2012
Master of Business Administration (MBA), Finance
Mount Union College 2001 — 2005
Bachelor's degree, Economics
Kurt Maddox's Merrill Lynch Experience 2005 - 2007
Job Kurt Maddox is Vice President Sales & Marketing, The Americas, at For The Record (FTR)
Industry Legal Services
Experience
For The Record Ltd May 2014 - Present
Ken Thieneman Builder, Inc. 2013 - Present
TM REAL, LLC 2009 - Present
Jefferson Audio Video Systems, Inc. December 2009 - February 2013
University of Louisville 2012 - 2013
FranklinCovey 2007 - 2008
Merrill Lynch 2005 - 2007
YPAL 2000 - 2001
Covad Communications 1999 - 2001
Ease Inc. 1995 - 1998
Skills
Leadership, CRM, Sales Management, Business Development, Marketing, Social Media Marketing, Training, Executive Management, Public Speaking, Investments, Real Estate, Retail, Time Management, Strategic Planning, Teamwork, New Business Development, Business Strategy, Team Building, Strategy, Business Planning, Social Media, Management Consulting, Lead Generation, Negotiation, Leadership Development, Consulting, SaaS, Sales, Marketing Strategy, Management, Start-ups, Strategic Partnerships, Entrepreneurship
Education
McKendree University 1991 — 1993
Business
Kentucky Wesleyan College 1986 — 1988
Philosophy and Religious Studies
University of Kentucky 1984 — 1986
Business
For The Record Ltd May 2014 - Present
Ken Thieneman Builder, Inc. 2013 - Present
TM REAL, LLC 2009 - Present
Jefferson Audio Video Systems, Inc. December 2009 - February 2013
University of Louisville 2012 - 2013
FranklinCovey 2007 - 2008
Merrill Lynch 2005 - 2007
YPAL 2000 - 2001
Covad Communications 1999 - 2001
Ease Inc. 1995 - 1998
Skills
Leadership, CRM, Sales Management, Business Development, Marketing, Social Media Marketing, Training, Executive Management, Public Speaking, Investments, Real Estate, Retail, Time Management, Strategic Planning, Teamwork, New Business Development, Business Strategy, Team Building, Strategy, Business Planning, Social Media, Management Consulting, Lead Generation, Negotiation, Leadership Development, Consulting, SaaS, Sales, Marketing Strategy, Management, Start-ups, Strategic Partnerships, Entrepreneurship
Education
McKendree University 1991 — 1993
Business
Kentucky Wesleyan College 1986 — 1988
Philosophy and Religious Studies
University of Kentucky 1984 — 1986
Business
Michael Steelman, CIMA Michael Steelman, CIMA's Merrill Lynch Experience 2006 - Present
Job Resident Director, Senior Vice President
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
Merrill Lynch February 2006 - February 2009
Wells Fargo Advisors January 2003 - February 2006
UBS Wealth Management October 1998 - January 2003
PaineWebber October 1996 - October 1998
AXA August 1994 - June 1996
Skills
Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, 401k, Retirement Planning, Investment Management, Retirement, Estate Planning, Investments, Asset Managment, Fixed Income, Strategic Financial..., Portfolio Management, Relationship Management, Financial Services, Series 7, Insurance, Financial Analysis, Financial Modeling
Education
King's College 1990 — 1994
BS International Business, Minors in Econ and Political Science
Merrill Lynch 2006 - Present
Merrill Lynch February 2006 - February 2009
Wells Fargo Advisors January 2003 - February 2006
UBS Wealth Management October 1998 - January 2003
PaineWebber October 1996 - October 1998
AXA August 1994 - June 1996
Skills
Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, 401k, Retirement Planning, Investment Management, Retirement, Estate Planning, Investments, Asset Managment, Fixed Income, Strategic Financial..., Portfolio Management, Relationship Management, Financial Services, Series 7, Insurance, Financial Analysis, Financial Modeling
Education
King's College 1990 — 1994
BS International Business, Minors in Econ and Political Science
Stan Pentusevich Stan Pentusevich's Merrill Lynch Experience March 2013 - March 2015
Job BA/PM at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2015 - Present
Merrill Lynch March 2013 - March 2015
Standard & Poor's September 2012 - March 2013
ActForex March 2005 - July 2012
Skills
Trading Systems, Electronic Trading, Business Analysis, SDLC, FX Options, FX trading, Requirements Analysis, JIRA, Market Data, Foreign Exchange, Financial Markets, SQL, Derivatives, Risk Management, Trading, Agile Methodologies, UML, Equities, Business Requirements, Project Management, XML, Software Project..., Testing, Visio, PL/SQL, Fixed Income, Market Risk, Financial Services, PMO, Requirements Gathering, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2006
Master of Business Administration (MBA), Finance, General
SUNY Oswego 1994 — 1999
Bachelor of Science (BS), Accounting
Deutsche Bank April 2015 - Present
Merrill Lynch March 2013 - March 2015
Standard & Poor's September 2012 - March 2013
ActForex March 2005 - July 2012
Skills
Trading Systems, Electronic Trading, Business Analysis, SDLC, FX Options, FX trading, Requirements Analysis, JIRA, Market Data, Foreign Exchange, Financial Markets, SQL, Derivatives, Risk Management, Trading, Agile Methodologies, UML, Equities, Business Requirements, Project Management, XML, Software Project..., Testing, Visio, PL/SQL, Fixed Income, Market Risk, Financial Services, PMO, Requirements Gathering, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2006
Master of Business Administration (MBA), Finance, General
SUNY Oswego 1994 — 1999
Bachelor of Science (BS), Accounting
Brittany Wrazen Brittany Wrazen's Merrill Lynch Experience March 2013 - Present
Job Sr. Operations Analyst Securities Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Sunglass Hut June 2009 - March 2013
HSBC / KeyBank February 2012 - November 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Leadership, Sales
Education
University At Buffalo, The State University of New York 2009 — 2011
Bachelor of Science, Business Administration; Finance
Kent State University 2007 — 2009
Business Administration, Finance
Merrill Lynch March 2013 - Present
Sunglass Hut June 2009 - March 2013
HSBC / KeyBank February 2012 - November 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Leadership, Sales
Education
University At Buffalo, The State University of New York 2009 — 2011
Bachelor of Science, Business Administration; Finance
Kent State University 2007 — 2009
Business Administration, Finance
Clint Carroll, LUTCF, FICF, CFFM Clint Carroll, LUTCF, FICF, CFFM's Merrill Lynch Experience April 2007 - December 2009
Job Regional Director at Modern Woodmen of America & Investment Advisor Rep, Registered Rep at MWA Financial Services
Industry Financial Services
Experience
Modern Woodmen of America June 2013 - Present
Modern Woodmen of America January 2011 - May 2013
Merrill Lynch April 2007 - December 2009
Skills
Retirement Planning, Fixed Annuities, IRAs, Retirement, Mutual Funds, Life Insurance, Estate Planning, 401k, Disability Insurance, Long-term Care, Strategic Financial..., Term Life Insurance, Investments, Insurance, Roth IRA, Long Term Care Insurance, 401k Rollovers, Variable Annuities, Investment Advisory, Whole Life, Employee Benefits, Health Insurance, Small Business, Risk Management, Training, Series 6, Financial Planners, Universal Life, Financial Advisory, Wealth Management, Wealth, Wealth Accumulation, Securities
Education
The American College 2012 — 2012
Kennesaw State University 1993 — 1997
B.S. Communications, Sales & Marketing
Modern Woodmen of America June 2013 - Present
Modern Woodmen of America January 2011 - May 2013
Merrill Lynch April 2007 - December 2009
Skills
Retirement Planning, Fixed Annuities, IRAs, Retirement, Mutual Funds, Life Insurance, Estate Planning, 401k, Disability Insurance, Long-term Care, Strategic Financial..., Term Life Insurance, Investments, Insurance, Roth IRA, Long Term Care Insurance, 401k Rollovers, Variable Annuities, Investment Advisory, Whole Life, Employee Benefits, Health Insurance, Small Business, Risk Management, Training, Series 6, Financial Planners, Universal Life, Financial Advisory, Wealth Management, Wealth, Wealth Accumulation, Securities
Education
The American College 2012 — 2012
Kennesaw State University 1993 — 1997
B.S. Communications, Sales & Marketing
Paul Dziepak Paul Dziepak's Merrill Lynch Experience May 2012 - June 2014
Job Owner at Black Oak Capital
Industry Financial Services
Experience
Black Oak Capital May 2015 - Present
TD Ameritrade June 2014 - May 2015
Merrill Lynch May 2012 - June 2014
Allstate August 2011 - May 2012
Hillside Bible Church January 2007 - August 2011
Skills
Customer Service, Public Speaking, Team Building, Sales Process, Insurance, Customer Retention, Biblical Studies, Business Ethics, Strategic Financial..., 401k, 401k Rollovers, ERISA, Retirement Plan..., Plan Conversions, Fiduciary Management, Management, Investments, Finance, Sales Management, New Business Development, Retirement, Series 7, Sales, Small Business, Leadership, Financial Planning, Investment Advisory, Microsoft Office, Strategic Planning
Education
Rochester College 2004 — 2006
Bachelors, Christian Ministry
William Tyndale College 2003 — 2004
Kettering University 2002 — 2003
Black Oak Capital May 2015 - Present
TD Ameritrade June 2014 - May 2015
Merrill Lynch May 2012 - June 2014
Allstate August 2011 - May 2012
Hillside Bible Church January 2007 - August 2011
Skills
Customer Service, Public Speaking, Team Building, Sales Process, Insurance, Customer Retention, Biblical Studies, Business Ethics, Strategic Financial..., 401k, 401k Rollovers, ERISA, Retirement Plan..., Plan Conversions, Fiduciary Management, Management, Investments, Finance, Sales Management, New Business Development, Retirement, Series 7, Sales, Small Business, Leadership, Financial Planning, Investment Advisory, Microsoft Office, Strategic Planning
Education
Rochester College 2004 — 2006
Bachelors, Christian Ministry
William Tyndale College 2003 — 2004
Kettering University 2002 — 2003
David Donnell David Donnell's Merrill Lynch Experience June 2002 - June 2008
Job Senior Manager, Client Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement May 2015 - Present
EMPOWER Retirement January 2012 - May 2015
Enterprise Iron Financial Industry Solutions, Inc. June 2011 - January 2012
Lincoln Trust Company August 2008 - March 2011
Merrill Lynch June 2002 - June 2008
Merrill Lynch October 1999 - June 2002
Skills
Retirement, Business Management, Mutual Funds, 401k, Financial Services, Investments, Process Improvement, Vendor Management, Business Analysis, Relationship Management, Risk Management, Call Center, Employee Benefits, Series 7, Securities, Asset Managment, Retirement Planning, Benefits Administration, Call Centers, Asset Management, Leadership, Management, Series 6, Strategic Planning
Education
Kenyon College 1981 — 1985
BA, Political Science
EMPOWER Retirement May 2015 - Present
EMPOWER Retirement January 2012 - May 2015
Enterprise Iron Financial Industry Solutions, Inc. June 2011 - January 2012
Lincoln Trust Company August 2008 - March 2011
Merrill Lynch June 2002 - June 2008
Merrill Lynch October 1999 - June 2002
Skills
Retirement, Business Management, Mutual Funds, 401k, Financial Services, Investments, Process Improvement, Vendor Management, Business Analysis, Relationship Management, Risk Management, Call Center, Employee Benefits, Series 7, Securities, Asset Managment, Retirement Planning, Benefits Administration, Call Centers, Asset Management, Leadership, Management, Series 6, Strategic Planning
Education
Kenyon College 1981 — 1985
BA, Political Science
L R Bellmore Jr (Bob) JD MBA BSME L R Bellmore Jr (Bob) JD MBA BSME's Merrill Lynch Experience April 2006 - April 2009
Job Regulatory Compliance Manager at Auto Trakk, LLC
Industry Financial Services
Experience
Auto Trakk, LLC May 2013 - Present
Trillion Capital, LLC August 2011 - Present
Trillion Financial Corp. dba Trillion Financial May 2009 - December 2012
Flanagan State Bank July 2010 - June 2011
The Steltmen Group 2009 - 2010
Merrill Lynch April 2006 - April 2009
American Home Loans February 1998 - March 2006
Dyson Kissner Moran (DKM) June 1995 - February 2005
Muncy Building Enterprises LP October 1988 - June 1995
AIG Royal Alliance February 1983 - January 1995
Skills
Strategic Planning, Investment Advisory, Investment Banking, Consulting, Finance, Commercial Finance, Residential Finance, Multifamily Finance, Specialty Finance, Equities, Mortgage Lending, Asset Managment
Education
Widener University School of Law (PA) 1996 — 2000
JD, Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1988
MBA, Finance
Kettering University 1965 — 1970
BSME, Mechanical Engineering
Bentley Senior High School 1960 — 1965
HS Diploma, College Prep
Flushing Elementary School
Auto Trakk, LLC May 2013 - Present
Trillion Capital, LLC August 2011 - Present
Trillion Financial Corp. dba Trillion Financial May 2009 - December 2012
Flanagan State Bank July 2010 - June 2011
The Steltmen Group 2009 - 2010
Merrill Lynch April 2006 - April 2009
American Home Loans February 1998 - March 2006
Dyson Kissner Moran (DKM) June 1995 - February 2005
Muncy Building Enterprises LP October 1988 - June 1995
AIG Royal Alliance February 1983 - January 1995
Skills
Strategic Planning, Investment Advisory, Investment Banking, Consulting, Finance, Commercial Finance, Residential Finance, Multifamily Finance, Specialty Finance, Equities, Mortgage Lending, Asset Managment
Education
Widener University School of Law (PA) 1996 — 2000
JD, Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1988
MBA, Finance
Kettering University 1965 — 1970
BSME, Mechanical Engineering
Bentley Senior High School 1960 — 1965
HS Diploma, College Prep
Flushing Elementary School
Brian R. Thomas Brian R. Thomas's Merrill Lynch Experience January 2006 - April 2009
Job President, Financial Advisor at THOMAS CFC
Industry Financial Services
Experience
THOMAS CFC April 2009 - Present
Merrill Lynch January 2006 - April 2009
UBS September 2002 - January 2006
Merrill Lynch July 2000 - September 2002
Lamb Technicon July 1991 - August 1998
Skills
Asset Managment, Asset Allocation, Retirement Planning, Strategic Financial..., Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
MBA, Finance
Kettering University 1991 — 1996
MSME, Engineering
De La Salle Collegiate 1987 — 1991
Diploma, High School
THOMAS CFC April 2009 - Present
Merrill Lynch January 2006 - April 2009
UBS September 2002 - January 2006
Merrill Lynch July 2000 - September 2002
Lamb Technicon July 1991 - August 1998
Skills
Asset Managment, Asset Allocation, Retirement Planning, Strategic Financial..., Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
MBA, Finance
Kettering University 1991 — 1996
MSME, Engineering
De La Salle Collegiate 1987 — 1991
Diploma, High School
Tyler Kelly Tyler Kelly's Merrill Lynch Experience May 2007 - May 2009
Job commerical accounts manager at landscape
Industry Oil & Energy
Experience
landscape May 2012 - Present
United Refining Company May 2009 - Present
Merrill Lynch May 2007 - May 2009
Abercrombie & Fitch October 2007 - May 2008
Skills
Commodities, Stock, Hospitality, Leisure, Trade Sales, Turn-around Situations, Sales Improvement, Team Management, iPod, SOHO, Wall Street, Openlink, iPhone, Blackberry, Smartphones, Salesforce.com, Force.com, Technology Products, Lacrosse, Basketball, Wineries, Mountain Biking, Kayaking, New Business Development, Cold Calling, Commodity, Sales, Leadership, Finance, Marketing, Budgets, Team Leadership, Credit
Education
SUNY Empire State College 2012 — 2014
finance, 3.2
Keuka College 2011 — 2012
business, finance
Sacred Heart University 2007 — 2008
finance
landscape May 2012 - Present
United Refining Company May 2009 - Present
Merrill Lynch May 2007 - May 2009
Abercrombie & Fitch October 2007 - May 2008
Skills
Commodities, Stock, Hospitality, Leisure, Trade Sales, Turn-around Situations, Sales Improvement, Team Management, iPod, SOHO, Wall Street, Openlink, iPhone, Blackberry, Smartphones, Salesforce.com, Force.com, Technology Products, Lacrosse, Basketball, Wineries, Mountain Biking, Kayaking, New Business Development, Cold Calling, Commodity, Sales, Leadership, Finance, Marketing, Budgets, Team Leadership, Credit
Education
SUNY Empire State College 2012 — 2014
finance, 3.2
Keuka College 2011 — 2012
business, finance
Sacred Heart University 2007 — 2008
finance
Paul Stepankovskiy, CFP® Paul Stepankovskiy, CFP®'s Merrill Lynch Experience June 1997 - April 2000
Job Senior Vice President Wealth Management, Senior Portfolio Manager, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors April 2000 - February 2012
Merrill Lynch June 1997 - April 2000
River north 1995 - 1998
River north 1995 - 1998
Education
Northwestern University 2007 — 2009
CFP, Certified Finacial Planner Certification
Keller Graduate School of Management of DeVry University 2001 — 2004
MBA, Finance
University of Illinois at Chicago 1993 — 1997
B.A., Economics
UBS Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors April 2000 - February 2012
Merrill Lynch June 1997 - April 2000
River north 1995 - 1998
River north 1995 - 1998
Education
Northwestern University 2007 — 2009
CFP, Certified Finacial Planner Certification
Keller Graduate School of Management of DeVry University 2001 — 2004
MBA, Finance
University of Illinois at Chicago 1993 — 1997
B.A., Economics
John Profitt John Profitt's Merrill Lynch Experience December 2013 - Present
Job Investment Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2013 - Present
Guardian Interlock July 2012 - December 2013
Driver Advisors July 2012 - December 2013
Wells Fargo Bank March 2011 - October 2012
Xerox November 2008 - March 2011
American Express October 2006 - November 2008
Skills
•Extensive leadership..., •Seasoned Sales..., •Always in the 20..., •Adapting for success..., Credit, Relationship Management, Sales, Banking, Economic Growth, Leadership, Retail Banking, Business Development, Customer Retention, Program Management, Finance, Marketing Strategy, Project Management, Call Centers, Loans, Sales Management, Credit Cards, Account Management, New Business Development, Customer Satisfaction, CRM, Financial Analysis, Team Leadership, Team Building, Business Strategy, Business Analysis, Credit Analysis, Vendor Management, Salesforce.com, Sales Process, Strategy, Direct Sales, Coaching, Analytics, Supply Chain Management, Customer Service, Marketing, Sales Operations, Pricing, Cold Calling, B2B, Forecasting, Lead Generation, Sales Presentations, Mergers, Training
Education
Kennedy Western University 1999 — 2003
Bachelor of Science, Business Administration, Business Administration and Management, General
Merrill Lynch December 2013 - Present
Guardian Interlock July 2012 - December 2013
Driver Advisors July 2012 - December 2013
Wells Fargo Bank March 2011 - October 2012
Xerox November 2008 - March 2011
American Express October 2006 - November 2008
Skills
•Extensive leadership..., •Seasoned Sales..., •Always in the 20..., •Adapting for success..., Credit, Relationship Management, Sales, Banking, Economic Growth, Leadership, Retail Banking, Business Development, Customer Retention, Program Management, Finance, Marketing Strategy, Project Management, Call Centers, Loans, Sales Management, Credit Cards, Account Management, New Business Development, Customer Satisfaction, CRM, Financial Analysis, Team Leadership, Team Building, Business Strategy, Business Analysis, Credit Analysis, Vendor Management, Salesforce.com, Sales Process, Strategy, Direct Sales, Coaching, Analytics, Supply Chain Management, Customer Service, Marketing, Sales Operations, Pricing, Cold Calling, B2B, Forecasting, Lead Generation, Sales Presentations, Mergers, Training
Education
Kennedy Western University 1999 — 2003
Bachelor of Science, Business Administration, Business Administration and Management, General
Terry Houck's Merrill Lynch Experience January 1999 - January 2005
Job Owner, Single Source Industrial Solutions
Industry Consumer Services
Experience
Single Source Industrial Solutions November 2010 - Present
Merrill Lynch January 1999 - January 2005
Akzo Nobel Coatings January 1988 - June 1999
Skills
NASCAR Spokesperson, Customer Service, Small Business, Public Speaking, Strategic Planning, Coaching, Team Building, Sales, Sales Management, Marketing, Social Media, New Business Development, Business Planning, Start-ups, Manufacturing, Entrepreneurship, B2B, Negotiation, Marketing Strategy, Selling, Customer Satisfaction
Education
Ashtabula Ohio 1968 — 1972
Kent State University
Single Source Industrial Solutions November 2010 - Present
Merrill Lynch January 1999 - January 2005
Akzo Nobel Coatings January 1988 - June 1999
Skills
NASCAR Spokesperson, Customer Service, Small Business, Public Speaking, Strategic Planning, Coaching, Team Building, Sales, Sales Management, Marketing, Social Media, New Business Development, Business Planning, Start-ups, Manufacturing, Entrepreneurship, B2B, Negotiation, Marketing Strategy, Selling, Customer Satisfaction
Education
Ashtabula Ohio 1968 — 1972
Kent State University
Garret Ferrara Garret Ferrara's Merrill Lynch Experience 1995 - 2009
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
City of Kent January 2000 - Present
Merrill Lynch 1995 - 2009
Education
Kent State University 1991 — 1992
MBA
Kent State University 1985 — 1990
BGS, Political Science
UBS Financial Services, Inc. January 2009 - Present
City of Kent January 2000 - Present
Merrill Lynch 1995 - 2009
Education
Kent State University 1991 — 1992
MBA
Kent State University 1985 — 1990
BGS, Political Science
Rana Augustine Rana Augustine's Merrill Lynch Experience 2004 - 2005
Job Appraisal Manager at First National Bank in Howell
Industry Financial Services
Experience
First National Bank in Howell 2011 - Present
First National Bank in Howell September 2009 - 2011
Augustine Consulting January 2005 - 2009
Merrill Lynch 2004 - 2005
KeyBank Real Estate Capital 1996 - 2004
Skills
Banking, Commercial Banking, Appraisals, Commercial Lending, Credit, Financial Analysis, Loan Origination, Loans, Microsoft Office, Mortgage Lending, Portfolio Management, Underwriting, Commercial Mortgages, Credit Analysis, Management, Real Estate
Education
Kent State University 1994 — 1996
MBA, Finance - Real Estate
Kent State University 1990 — 1994
BBA, Finance and Real Estate
Kent State University 1990 — 1994
MBA, Finance and Real Estate
First National Bank in Howell 2011 - Present
First National Bank in Howell September 2009 - 2011
Augustine Consulting January 2005 - 2009
Merrill Lynch 2004 - 2005
KeyBank Real Estate Capital 1996 - 2004
Skills
Banking, Commercial Banking, Appraisals, Commercial Lending, Credit, Financial Analysis, Loan Origination, Loans, Microsoft Office, Mortgage Lending, Portfolio Management, Underwriting, Commercial Mortgages, Credit Analysis, Management, Real Estate
Education
Kent State University 1994 — 1996
MBA, Finance - Real Estate
Kent State University 1990 — 1994
BBA, Finance and Real Estate
Kent State University 1990 — 1994
MBA, Finance and Real Estate
Dmitry Farbman Dmitry Farbman's Merrill Lynch Experience 1998 - 2000
Job Senior Vice President Wealth Managem, Senior Portfolio Manager at FKS Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management February 2012 - Present
Wells Fargo Advisors April 2000 - February 2012
Merrill Lynch 1998 - 2000
Morgan Stanley 1996 - 1998
Education
Northwestern University School of Continuing Studies 2007 — 2009
Finance
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign - College of Business 1993 — 1996
Bachelor of Science in Finance, Finance, Accounting and Economics
UBS Wealth Management February 2012 - Present
Wells Fargo Advisors April 2000 - February 2012
Merrill Lynch 1998 - 2000
Morgan Stanley 1996 - 1998
Education
Northwestern University School of Continuing Studies 2007 — 2009
Finance
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign - College of Business 1993 — 1996
Bachelor of Science in Finance, Finance, Accounting and Economics
Stephen Wrobel's Merrill Lynch Experience 1994 - 1996
Job Director of Investor Sourcing
Industry Capital Markets
Experience
Z Capital Partners, L.L.C. February 2014 - Present
Inland Bank & Trust October 2010 - February 2014
Associated Bank June 2008 - October 2010
Charter One Bank 2005 - 2008
Fifth Third Bank 2001 - 2003
Fifth Third Bank 1999 - 2001
IBJ Lanston Futures 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Loans, Credit, Banking, Commercial Lending, Commercial Banking, Leadership, Financial Analysis, Portfolio Management, Credit Analysis, Treasury Management, Financial Modeling, Finance, Investments, Cash Management, Valuation, Mergers, Loan Origination, Management, Mergers & Acquisitions, Private Equity, Hedge Funds, Originations, Sourcing, New Business Development, Acquisitions, Leveraged Finance, Growth Capital, Recapitalizations, Restructuring, Leveraged Buyouts, Middle Market Equity, Mezzanine Debt, High Yield Bonds, Private Placements, Workouts, Bankruptcy, Investment Banking, Debt Placement, Consultative Selling, Capital Markets, Distressed Debt, Distressed Investing, Special Situations
Education
Keller Graduate School of Management of DeVry University
MBA, Finance
Northern Illinois University
BS, Economics
Z Capital Partners, L.L.C. February 2014 - Present
Inland Bank & Trust October 2010 - February 2014
Associated Bank June 2008 - October 2010
Charter One Bank 2005 - 2008
Fifth Third Bank 2001 - 2003
Fifth Third Bank 1999 - 2001
IBJ Lanston Futures 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Loans, Credit, Banking, Commercial Lending, Commercial Banking, Leadership, Financial Analysis, Portfolio Management, Credit Analysis, Treasury Management, Financial Modeling, Finance, Investments, Cash Management, Valuation, Mergers, Loan Origination, Management, Mergers & Acquisitions, Private Equity, Hedge Funds, Originations, Sourcing, New Business Development, Acquisitions, Leveraged Finance, Growth Capital, Recapitalizations, Restructuring, Leveraged Buyouts, Middle Market Equity, Mezzanine Debt, High Yield Bonds, Private Placements, Workouts, Bankruptcy, Investment Banking, Debt Placement, Consultative Selling, Capital Markets, Distressed Debt, Distressed Investing, Special Situations
Education
Keller Graduate School of Management of DeVry University
MBA, Finance
Northern Illinois University
BS, Economics
Nitin Doegar Nitin Doegar's Merrill Lynch Experience December 2009 - February 2010
Job IT Lead Master Data Management at Janssen, Pharmaceutical Companies of Johnson and Johnson
Industry Information Technology and Services
Experience
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2014 - Present
Horizon Blue Cross Blue Shield of New Jersey June 2011 - December 2013
Bristol-Myers Squibb, Princeton, New Jersey July 2010 - June 2011
Vertex Pharmaceuticals April 2010 - July 2010
Merrill Lynch December 2009 - February 2010
Pfizer March 2006 - December 2009
Eli Lilly and Company March 2003 - February 2006
Tata Consultancy Services January 2001 - February 2006
Skills
Master Data Management, Data Integration, Data Warehousing, ETL, Informatica, Data Modeling, Data Quality, Data Governance, SDLC, Enterprise Architecture, Data Warehouse..., Business Intelligence, Requirements Gathering, Erwin, Integration, Data Migration, PL/SQL, Dimensional Modeling, Teradata, Infrastructure Capacity..., Project Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Master of Business Administration (MBA), Health Information System Management
Thapar Institute of Engineering and Technology 1996 — 2000
BE, Civil
St John's High School 1983 — 1994
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2014 - Present
Horizon Blue Cross Blue Shield of New Jersey June 2011 - December 2013
Bristol-Myers Squibb, Princeton, New Jersey July 2010 - June 2011
Vertex Pharmaceuticals April 2010 - July 2010
Merrill Lynch December 2009 - February 2010
Pfizer March 2006 - December 2009
Eli Lilly and Company March 2003 - February 2006
Tata Consultancy Services January 2001 - February 2006
Skills
Master Data Management, Data Integration, Data Warehousing, ETL, Informatica, Data Modeling, Data Quality, Data Governance, SDLC, Enterprise Architecture, Data Warehouse..., Business Intelligence, Requirements Gathering, Erwin, Integration, Data Migration, PL/SQL, Dimensional Modeling, Teradata, Infrastructure Capacity..., Project Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Master of Business Administration (MBA), Health Information System Management
Thapar Institute of Engineering and Technology 1996 — 2000
BE, Civil
St John's High School 1983 — 1994
Susan Porter-Pintz's Merrill Lynch Experience May 1996 - June 2004
Job Owner, Images Written
Industry Writing and Editing
Experience
Themesoft Inc. January 2014 - Present
Images Written October 2007 - Present
Merrill Lynch May 1996 - June 2004
Skills
Strategy, Press Releases, Blogging, Marketing, Workshop Facilitation, Editing, Sales, Corporate Communications, Newsletters, Project Management, Leadership
Education
University of Phoenix 2008 — 2010
MBA, MBA
Miami University 1991 — 1995
BA, American Studies/ German
Kenyon College
Workshop Completed, no degree conferred, Kenyon Review Writers Workshop
Themesoft Inc. January 2014 - Present
Images Written October 2007 - Present
Merrill Lynch May 1996 - June 2004
Skills
Strategy, Press Releases, Blogging, Marketing, Workshop Facilitation, Editing, Sales, Corporate Communications, Newsletters, Project Management, Leadership
Education
University of Phoenix 2008 — 2010
MBA, MBA
Miami University 1991 — 1995
BA, American Studies/ German
Kenyon College
Workshop Completed, no degree conferred, Kenyon Review Writers Workshop
Lucien Stephenson, Kingdom Advisor Qualified's Merrill Lynch Experience December 1999 - May 2002
Job
Industry Management Consulting
Experience
Raymond James & Associates, Inc May 2001 - December 2009
Merrill Lynch December 1999 - May 2002
Southwestern Company 1990 - 1999
Skills
Strategic Financial..., Estate Planning, Wealth Management, Wealth, Strategic Planning, Financial Planning, Leadership, Finance, Retirement Planning, Investment Advisory, Investments, Asset Management, Insurance, Financial Advisory, Retirement, Financial Planners, Securities, 401k, Financial Services, Business Planning, Portfolio Management, Six Sigma, Life Insurance, Business Strategy, Wealth Management..., Business Analysis, Charitable Gift Planning, Charitable Remainder..., Charitable Trusts, Donor Advised Funds, Planned Giving, Institutional Giving, Feasibility Studies, Investment Strategies, Long-term Care, High Net Worth..., Income Tax, Tax Preparation, Tax Returns, Tax Advisory, Annual Giving, Biblically Responsible..., Privatized Banking, Private Reserve Strategy, Donor Development, Biblical Teaching, Investing with Clarity, Certified Graduate..., Published Author, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters Certificate in Financial Planning, Financial Planning and Services
Villanova University 2007 — 2007
Six Sigma Green Belt, Six Sigma Green Belt Certification
Kent State University 1986 — 1994
BGS, Liberal Arts and Sciences/Liberal Studies
Ivanna Eudora Kean 1983 — 1986
Diploma, General
Raymond James & Associates, Inc May 2001 - December 2009
Merrill Lynch December 1999 - May 2002
Southwestern Company 1990 - 1999
Skills
Strategic Financial..., Estate Planning, Wealth Management, Wealth, Strategic Planning, Financial Planning, Leadership, Finance, Retirement Planning, Investment Advisory, Investments, Asset Management, Insurance, Financial Advisory, Retirement, Financial Planners, Securities, 401k, Financial Services, Business Planning, Portfolio Management, Six Sigma, Life Insurance, Business Strategy, Wealth Management..., Business Analysis, Charitable Gift Planning, Charitable Remainder..., Charitable Trusts, Donor Advised Funds, Planned Giving, Institutional Giving, Feasibility Studies, Investment Strategies, Long-term Care, High Net Worth..., Income Tax, Tax Preparation, Tax Returns, Tax Advisory, Annual Giving, Biblically Responsible..., Privatized Banking, Private Reserve Strategy, Donor Development, Biblical Teaching, Investing with Clarity, Certified Graduate..., Published Author, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters Certificate in Financial Planning, Financial Planning and Services
Villanova University 2007 — 2007
Six Sigma Green Belt, Six Sigma Green Belt Certification
Kent State University 1986 — 1994
BGS, Liberal Arts and Sciences/Liberal Studies
Ivanna Eudora Kean 1983 — 1986
Diploma, General
Aaron Hopkins Aaron Hopkins's Merrill Lynch Experience 2004 - 2005
Job Litigation Support at First Environment
Industry Law Practice
Experience
First Environment November 2014 - Present
Lieberman & Blecher, P.C. January 2014 - May 2014
NYC Mayor’s Office of Environmental Remediation 2013 - December 2013
Queens Supreme Court Criminal Term Law Department 2012 - 2012
American Red Cross of Greater New York 2009 - 2011
NYC Office of Emergency Management 2006 - 2006
Merrill Lynch 2004 - 2005
Mental Health Services, Inc. 2000 - 2003
Skills
Brownfield, Environmental Law, Land Use Law, Contaminated Site..., Legal Research, Construction Law, Real Estate Transactions, Legal Contract Review, Legal Writing, Westlaw, International Law, Research, Lexis, Litigation, Corporate Law, Public Speaking, Nonprofits, Intellectual Property, Civil Litigation, Courts, Legal Assistance, Criminal Law, Legal Advice, Policy, Administrative Law
Education
Rutgers University School of Law - Newark 2011 — 2014
J.D.
Seton Hall University 2005 — 2007
Master of Arts (MA), Diplomacy and International Relations
Kent State University 1995 — 1999
Bachelor of Arts (BA), Psychology/Criminal Justice Studies
First Environment November 2014 - Present
Lieberman & Blecher, P.C. January 2014 - May 2014
NYC Mayor’s Office of Environmental Remediation 2013 - December 2013
Queens Supreme Court Criminal Term Law Department 2012 - 2012
American Red Cross of Greater New York 2009 - 2011
NYC Office of Emergency Management 2006 - 2006
Merrill Lynch 2004 - 2005
Mental Health Services, Inc. 2000 - 2003
Skills
Brownfield, Environmental Law, Land Use Law, Contaminated Site..., Legal Research, Construction Law, Real Estate Transactions, Legal Contract Review, Legal Writing, Westlaw, International Law, Research, Lexis, Litigation, Corporate Law, Public Speaking, Nonprofits, Intellectual Property, Civil Litigation, Courts, Legal Assistance, Criminal Law, Legal Advice, Policy, Administrative Law
Education
Rutgers University School of Law - Newark 2011 — 2014
J.D.
Seton Hall University 2005 — 2007
Master of Arts (MA), Diplomacy and International Relations
Kent State University 1995 — 1999
Bachelor of Arts (BA), Psychology/Criminal Justice Studies
Nate Cook's Merrill Lynch Experience June 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Photos By Nate January 2012 - Present
Ink - connecting companies with travellers January 2013 - June 2013
TYL Ranch May 2012 - September 2012
Vail Resorts November 2011 - April 2012
California Pizza Kitchen August 2004 - October 2011
Original Development December 2009 - January 2011
Skills
Restaurant Management, Restaurants, Food & Beverage, Bartending, Hospitality, Advertising, Marketing, Photography, Rock Climbing, Whitewater Kayaking, Sales, Facebook, Leadership, Management, Time Management
Education
Kennesaw State University 2006 — 2010
Bachelor of Business Administration (BBA), Marketing and Professional Sales
Merrill Lynch June 2013 - Present
Photos By Nate January 2012 - Present
Ink - connecting companies with travellers January 2013 - June 2013
TYL Ranch May 2012 - September 2012
Vail Resorts November 2011 - April 2012
California Pizza Kitchen August 2004 - October 2011
Original Development December 2009 - January 2011
Skills
Restaurant Management, Restaurants, Food & Beverage, Bartending, Hospitality, Advertising, Marketing, Photography, Rock Climbing, Whitewater Kayaking, Sales, Facebook, Leadership, Management, Time Management
Education
Kennesaw State University 2006 — 2010
Bachelor of Business Administration (BBA), Marketing and Professional Sales
William H. Bender, CFP®, CIMA®, ARPC's Merrill Lynch Experience January 1985 - Present
Job Senior Vice President Bender Wealth Management Group Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 1985 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, Series 65, Investment Strategies, Alternative Investments, Investment Management, Investments, Certified Financial..., Wealth Management..., Financial Advisory
Education
Keystone College
Bachelor of Science, Honorary Doctorate
Merrill Lynch January 1985 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, Series 65, Investment Strategies, Alternative Investments, Investment Management, Investments, Certified Financial..., Wealth Management..., Financial Advisory
Education
Keystone College
Bachelor of Science, Honorary Doctorate
Phil Carlson Phil Carlson's Merrill Lynch Experience 2000 - 2003
Job Senior Vice President at KCSA Strategic Communications
Industry Financial Services
Experience
KCSA Strategic Communications 2010 - Present
Cirrus Financial Communications 2008 - 2010
Lippert Heilshorn 2008 - 2008
Adam Friedman Associates 2006 - 2008
The Investor Relations Group 2006 - 2006
JPMorganChase 2003 - 2006
Merrill Lynch 2000 - 2003
Janney Montgomery Scott 1998 - 2000
Skills
Investor Relations, IPO, Capital Markets, Venture Capital, Investment Banking, Equity Research, Asset Management, Equities, Investments, Due Diligence, Portfolio Management, Hedge Funds, Series 7, Institutional Investors, Retail Investors, Roadshows, Strategic..., Social Media, Asset Managment, Strategy, Financial Services, Strategic Communications, Institutional...
Education
Kent State University 1995 — 1998
B.A., Political Science
Jamestown High School 1989 — 1993
KCSA Strategic Communications 2010 - Present
Cirrus Financial Communications 2008 - 2010
Lippert Heilshorn 2008 - 2008
Adam Friedman Associates 2006 - 2008
The Investor Relations Group 2006 - 2006
JPMorganChase 2003 - 2006
Merrill Lynch 2000 - 2003
Janney Montgomery Scott 1998 - 2000
Skills
Investor Relations, IPO, Capital Markets, Venture Capital, Investment Banking, Equity Research, Asset Management, Equities, Investments, Due Diligence, Portfolio Management, Hedge Funds, Series 7, Institutional Investors, Retail Investors, Roadshows, Strategic..., Social Media, Asset Managment, Strategy, Financial Services, Strategic Communications, Institutional...
Education
Kent State University 1995 — 1998
B.A., Political Science
Jamestown High School 1989 — 1993
Dan Creek Dan Creek's Merrill Lynch Experience July 2000 - Present
Job Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2000 - Present
Skills
Wealth Management, Retirement, Portfolio Management, Retirement Planning
Education
University of Wisconsin-Platteville 1986 — 1988
BSME, Engineering
Kettering University 1981 — 1987
Merrill Lynch July 2000 - Present
Skills
Wealth Management, Retirement, Portfolio Management, Retirement Planning
Education
University of Wisconsin-Platteville 1986 — 1988
BSME, Engineering
Kettering University 1981 — 1987
Michael Halvorsen Michael Halvorsen's Merrill Lynch Experience February 2005 - November 2005
Job Cofounder at Stealth Startup & Independent SEO Consultant
Industry Internet
Experience
Stealth Startup June 2013 - Present
Michael Halvorsen March 2004 - Present
Manta July 2010 - December 2012
The Karcher Group October 2009 - July 2010
Michael Halvorsen 1997 - July 2010
HAPCO, Inc. April 2008 - October 2009
Kent Regional Business Alliance 2006 - 2007
Merrill Lynch February 2005 - November 2005
Skills
SEO, User Experience, Organic Search, E-commerce, PPC, Conversion Optimization, Analytics, SEM, Web Analytics, Web Development, Google Analytics, Social Media Marketing, Search Analysis, Competitive Analysis, Start-ups, Digital Marketing, WordPress, Landing Page..., Website Development, Content Strategy, Omniture, Online Marketing, In-house SEO, Market Research, Drinking Water, Web Design, Responsive Web Design
Education
Kent State University 2005 — 2008
Business Management, Communications, Marketing
Stealth Startup June 2013 - Present
Michael Halvorsen March 2004 - Present
Manta July 2010 - December 2012
The Karcher Group October 2009 - July 2010
Michael Halvorsen 1997 - July 2010
HAPCO, Inc. April 2008 - October 2009
Kent Regional Business Alliance 2006 - 2007
Merrill Lynch February 2005 - November 2005
Skills
SEO, User Experience, Organic Search, E-commerce, PPC, Conversion Optimization, Analytics, SEM, Web Analytics, Web Development, Google Analytics, Social Media Marketing, Search Analysis, Competitive Analysis, Start-ups, Digital Marketing, WordPress, Landing Page..., Website Development, Content Strategy, Omniture, Online Marketing, In-house SEO, Market Research, Drinking Water, Web Design, Responsive Web Design
Education
Kent State University 2005 — 2008
Business Management, Communications, Marketing
John Pocceschi, CIMA John Pocceschi, CIMA's Merrill Lynch Experience 1986 - 2006
Job Director, Municipal Specialist at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
TD Ameritrade October 2006 - September 2009
Merrill Lynch 1986 - 2006
Skills
Series 7, Fixed Income, Wealth Management, Series 63, Mutual Funds, Alternative Investments, Series 24, Investments, Portfolio Management, Asset Allocation, Asset Managment, Investment Advisory, Securities, Financial Services, Investment Strategies
Education
King's College 1978 — 1981
BS, Business Administration
UBS June 2010 - Present
TD Ameritrade October 2006 - September 2009
Merrill Lynch 1986 - 2006
Skills
Series 7, Fixed Income, Wealth Management, Series 63, Mutual Funds, Alternative Investments, Series 24, Investments, Portfolio Management, Asset Allocation, Asset Managment, Investment Advisory, Securities, Financial Services, Investment Strategies
Education
King's College 1978 — 1981
BS, Business Administration
Kathy Garvin Kathy Garvin's Merrill Lynch Experience December 1986 - November 1990
Job RN,BSN,RNCMNN at Memorial Hermann Healthcare System
Industry Hospital & Health Care
Experience
Memorial Hermann Healthcare System November 2004 - Present
HealthSouth Rehabilitation Hospital September 2003 - November 2004
Conroe Regional Hospital 2002 - 2003
Conroe Independent School District 2001 - 2002
Nurses Who Care, Home Health Agency 1995 - 1997
Methodist Healthcare System 1991 - 1997
Merrill Lynch December 1986 - November 1990
Conroe Pediatrics, Conroe, Texas March 1983 - November 1986
Northeast Medical Center, Humble, TX December 1982 - March 1983
Education
The University of Texas Health Science Center at San Antonio 1992 — 1994
BSN, Nursing
Kent State University 1977 — 1979
Mayfield High School 1973 — 1977
Memorial Hermann Healthcare System November 2004 - Present
HealthSouth Rehabilitation Hospital September 2003 - November 2004
Conroe Regional Hospital 2002 - 2003
Conroe Independent School District 2001 - 2002
Nurses Who Care, Home Health Agency 1995 - 1997
Methodist Healthcare System 1991 - 1997
Merrill Lynch December 1986 - November 1990
Conroe Pediatrics, Conroe, Texas March 1983 - November 1986
Northeast Medical Center, Humble, TX December 1982 - March 1983
Education
The University of Texas Health Science Center at San Antonio 1992 — 1994
BSN, Nursing
Kent State University 1977 — 1979
Mayfield High School 1973 — 1977
Sebastian Bodoh Sebastian Bodoh's Merrill Lynch Experience February 2000 - July 2002
Job Team Supervisor at Matrix Financial, a Broadridge Financial Company
Industry Financial Services
Experience
Matrix Financial, a Broadridge Financial Company November 2013 - Present
Wilmington Trust March 2013 - November 2013
Wilmington Trust October 2007 - March 2013
Arizona State Department of Revenue October 2005 - August 2007
Senator Maria Cantwell March 2003 - September 2005
Ford Temp Agency December 2002 - March 2003
Merrill Lynch February 2000 - July 2002
Almond and Associates September 1999 - February 2000
District Office of Congressman Norman Dicks May 1998 - August 1998
Skills
Microsoft Office, Advent, Research, Account Reconciliation, Management, Legislative Relations, Reporting & Analysis, Internal Controls, Microsoft Excel, Compliance, Staff Development, Procedure Development, Risk Management, Leadership, Process Improvement, Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.3
Washington State University 1995 — 1999
BA, Political Science
Matrix Financial, a Broadridge Financial Company November 2013 - Present
Wilmington Trust March 2013 - November 2013
Wilmington Trust October 2007 - March 2013
Arizona State Department of Revenue October 2005 - August 2007
Senator Maria Cantwell March 2003 - September 2005
Ford Temp Agency December 2002 - March 2003
Merrill Lynch February 2000 - July 2002
Almond and Associates September 1999 - February 2000
District Office of Congressman Norman Dicks May 1998 - August 1998
Skills
Microsoft Office, Advent, Research, Account Reconciliation, Management, Legislative Relations, Reporting & Analysis, Internal Controls, Microsoft Excel, Compliance, Staff Development, Procedure Development, Risk Management, Leadership, Process Improvement, Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.3
Washington State University 1995 — 1999
BA, Political Science
Aaron McCormick Aaron McCormick's Merrill Lynch Experience February 2009 - Present
Job Senior Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2009 - Present
Townsend & Associates, Inc. November 2004 - October 2008
American Skandia / Prudential June 2002 - November 2004
Janus Capital Group June 2000 - June 2001
Education
Kenyon College 1994 — 1997
Merrill Lynch February 2009 - Present
Townsend & Associates, Inc. November 2004 - October 2008
American Skandia / Prudential June 2002 - November 2004
Janus Capital Group June 2000 - June 2001
Education
Kenyon College 1994 — 1997
Karen Huntsman's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Research
Experience
Merrill Lynch June 2014 - Present
Children's Hospital of Michigan November 2013 - July 2014
Wayne State University Physician Group June 2013 - September 2013
UC San Diego May 2011 - August 2011
Merrill Lynch June 2007 - August 2010
Skills
Research, Organization, Team Leadership, French to English, Microsoft Excel, SPSS, Recruiting, Public Speaking, Statistics, Psychology, PowerPoint, Qualitative Research
Education
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Neuroscience
Merrill Lynch June 2014 - Present
Children's Hospital of Michigan November 2013 - July 2014
Wayne State University Physician Group June 2013 - September 2013
UC San Diego May 2011 - August 2011
Merrill Lynch June 2007 - August 2010
Skills
Research, Organization, Team Leadership, French to English, Microsoft Excel, SPSS, Recruiting, Public Speaking, Statistics, Psychology, PowerPoint, Qualitative Research
Education
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Neuroscience
Srinivas Chittajallu Srinivas Chittajallu's Merrill Lynch Experience August 1998 - October 1999
Job Senior Consultant(Senior Solution Architect) at Gorman Health Group
Industry Insurance
Experience
Gorman Health Group August 2015 - Present
Rithriks Inc May 2012 - Present
Greater Minneapolis-St. Paul Area May 2012 - August 2015
Wellmark BCBS of Iowa/SD August 2006 - May 2012
Wellmark August 2006 - May 2012
Wellmark September 2003 - July 2006
Wellmark August 2001 - August 2003
Liberty Mutual Insurance October 1999 - August 2001
Merrill Lynch August 1998 - October 1999
Karvy Finapolis June 1994 - January 1998
Skills
Data Warehouse..., Data Modeling, ETL, Data Warehousing, Informatica, Enterprise Architecture, Solution Architecture, Data Governance, Full SDLC, Database Management, Datastage, Program Management, Agile Project Management, Business Intelligence, SDLC, Database Admin, Data Integration, Scrum, PowerDesigner, Teradata, Business Objects, DB2, SQL, Microsoft SQL Server, Requirements Analysis, Business Analysis, Database Design, Software Project..., Data Architecture, Performance Tuning, Databases, Requirements Gathering, Architecture, Sybase, Enterprise Software, SSIS, SOA, Master Data Management, Architectures
Education
Shadan College 1991 — 1994
BSC, Computer Science, Statistics
Vijay Nagar Junior College 1989 — 1991
Jr. College, MPC
Kendriya Vidyalaya 1987 — 1988
High School, Golconda No.1
Gorman Health Group August 2015 - Present
Rithriks Inc May 2012 - Present
Greater Minneapolis-St. Paul Area May 2012 - August 2015
Wellmark BCBS of Iowa/SD August 2006 - May 2012
Wellmark August 2006 - May 2012
Wellmark September 2003 - July 2006
Wellmark August 2001 - August 2003
Liberty Mutual Insurance October 1999 - August 2001
Merrill Lynch August 1998 - October 1999
Karvy Finapolis June 1994 - January 1998
Skills
Data Warehouse..., Data Modeling, ETL, Data Warehousing, Informatica, Enterprise Architecture, Solution Architecture, Data Governance, Full SDLC, Database Management, Datastage, Program Management, Agile Project Management, Business Intelligence, SDLC, Database Admin, Data Integration, Scrum, PowerDesigner, Teradata, Business Objects, DB2, SQL, Microsoft SQL Server, Requirements Analysis, Business Analysis, Database Design, Software Project..., Data Architecture, Performance Tuning, Databases, Requirements Gathering, Architecture, Sybase, Enterprise Software, SSIS, SOA, Master Data Management, Architectures
Education
Shadan College 1991 — 1994
BSC, Computer Science, Statistics
Vijay Nagar Junior College 1989 — 1991
Jr. College, MPC
Kendriya Vidyalaya 1987 — 1988
High School, Golconda No.1
Christopher Henn's Merrill Lynch Experience 1998 - 1999
Job Manager Technology Planning at Signet
Industry Retail
Experience
Signet 2015 - Present
Signet 2013 - 2015
Signet 2006 - 2013
Freedom Applications, Tribco Inc. 2002 - 2007
Fidelity National Financial 2004 - 2006
EY 2004 - 2004
McDonald Investments / Key Bank 1999 - 2004
Merrill Lynch 1998 - 1999
Skills
Leadership, Management, Enterprise Architecture, Business Analysis, Oracle, Microsoft SQL Server, Database Design, PL/SQL, Performance Tuning, Data Warehousing, Disaster Recovery, Software Project..., Business Intelligence, Statistical Modeling, SQL, Oracle PL/SQL..., Software Documentation, Integration, Oracle RAC, Requirements Analysis, SDLC, Project Management
Education
Dale Carnegie Emerging Leaders 2015 — 2017
Kent State University 2012 — 2014
Executive MBA, Summa Cum Laude
Kent State University 1994 — 1999
BBA, Finance
Signet 2015 - Present
Signet 2013 - 2015
Signet 2006 - 2013
Freedom Applications, Tribco Inc. 2002 - 2007
Fidelity National Financial 2004 - 2006
EY 2004 - 2004
McDonald Investments / Key Bank 1999 - 2004
Merrill Lynch 1998 - 1999
Skills
Leadership, Management, Enterprise Architecture, Business Analysis, Oracle, Microsoft SQL Server, Database Design, PL/SQL, Performance Tuning, Data Warehousing, Disaster Recovery, Software Project..., Business Intelligence, Statistical Modeling, SQL, Oracle PL/SQL..., Software Documentation, Integration, Oracle RAC, Requirements Analysis, SDLC, Project Management
Education
Dale Carnegie Emerging Leaders 2015 — 2017
Kent State University 2012 — 2014
Executive MBA, Summa Cum Laude
Kent State University 1994 — 1999
BBA, Finance
Brent Watson, MBA Brent Watson, MBA's Merrill Lynch Experience 1996 - 2014
Job Financial Advisor & Strategic Business Consultant
Industry Financial Services
Experience
Independent Business Advisor 2014 - Present
Merrill Lynch 1996 - 2014
Skills
New Business Development, Business Strategy, Financial Analysis, Mergers & Acquisitions, Wealth Management, Emerging Growth..., Strategic Planning, Joint Ventures, Business to Business..., Strategic Financial..., Professional Mentoring, Investments, Portfolio Management, comercialization of..., Nanomaterials, Nanocomposites, Nanotechnology, Leadership
Education
Investment Banking Institute
Kent State University
Bachelor of Arts (BA), Political Science and Government
Lake Erie College
Master of Business Administration (MBA)
New York University
Paralegal Studies Certificate
Independent Business Advisor 2014 - Present
Merrill Lynch 1996 - 2014
Skills
New Business Development, Business Strategy, Financial Analysis, Mergers & Acquisitions, Wealth Management, Emerging Growth..., Strategic Planning, Joint Ventures, Business to Business..., Strategic Financial..., Professional Mentoring, Investments, Portfolio Management, comercialization of..., Nanomaterials, Nanocomposites, Nanotechnology, Leadership
Education
Investment Banking Institute
Kent State University
Bachelor of Arts (BA), Political Science and Government
Lake Erie College
Master of Business Administration (MBA)
New York University
Paralegal Studies Certificate
David Archer, CFP® David Archer, CFP®'s Merrill Lynch Experience September 2005 - April 2014
Job Senior Financial Advisor & CFP® with The Wealth Advisory Group of DiLauro Wracher & Thomas
Industry Financial Services
Experience
The Wealth Advisory Group of DiLauro Wracher & Thomas April 2014 - Present
Merrill Lynch September 2005 - April 2014
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Certified Financial..., Retirement, Portfolio Management, Investment Strategies, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Investment Advisory, Estate Planning, Financial Planning, Team Building
Education
Kent State University 1996 — 2000
4 Year, Finance
The Wealth Advisory Group of DiLauro Wracher & Thomas April 2014 - Present
Merrill Lynch September 2005 - April 2014
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Certified Financial..., Retirement, Portfolio Management, Investment Strategies, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Investment Advisory, Estate Planning, Financial Planning, Team Building
Education
Kent State University 1996 — 2000
4 Year, Finance
Theresa Rosenski Theresa Rosenski's Merrill Lynch Experience September 1992 - June 1993
Job Sr. Specialist Data Analysis, Information Management at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement January 2014 - Present
Prudential Retirement January 1998 - January 2014
Prudential Retirement January 1995 - January 1998
Prudential Retirement June 1993 - January 1995
Merrill Lynch September 1992 - June 1993
Skills
Requirements Analysis, Requirements Gathering, SDLC, Business Analysis, Business Requirements, ETL, SQL, Project Management, Manage Client..., OMNI, Retirement, Systems Analysis, Data Analysis, Data Warehousing, Mutual Funds, Variable Annuities, systems development..., Functional Requirements, Non-Functional..., Data Mining, Databases, Requirements Management, Written Communication, Oral Communication, Business Systems...
Education
University of Scranton 1998 — 2001
Studied MIS -Management Information Systems
King's College 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), International Business
King's College 1989 — 1993
International Business, International Business/Economics
Prudential Retirement January 2014 - Present
Prudential Retirement January 1998 - January 2014
Prudential Retirement January 1995 - January 1998
Prudential Retirement June 1993 - January 1995
Merrill Lynch September 1992 - June 1993
Skills
Requirements Analysis, Requirements Gathering, SDLC, Business Analysis, Business Requirements, ETL, SQL, Project Management, Manage Client..., OMNI, Retirement, Systems Analysis, Data Analysis, Data Warehousing, Mutual Funds, Variable Annuities, systems development..., Functional Requirements, Non-Functional..., Data Mining, Databases, Requirements Management, Written Communication, Oral Communication, Business Systems...
Education
University of Scranton 1998 — 2001
Studied MIS -Management Information Systems
King's College 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), International Business
King's College 1989 — 1993
International Business, International Business/Economics
Justin Terman's Merrill Lynch Experience September 2002 - November 2005
Job Regional Vice President at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management August 2012 - Present
Meeder Investment Management March 2009 - August 2012
Meeder Investment Management June 2007 - March 2009
Merrill Lynch September 2002 - November 2005
Skills
Territory Management, Sales, Sales Management, Investments, Business Development, Asset Managment, 401k, Customer Service, Analysis, Mutual Funds, Retirement Planning, Asset Management, Sales Force Development, Sales Operations, Series 7, Investment Advisory, Asset Allocation
Education
Kent State University 2002 — 2006
Business Administration, Finance
Meeder Investment Management August 2012 - Present
Meeder Investment Management March 2009 - August 2012
Meeder Investment Management June 2007 - March 2009
Merrill Lynch September 2002 - November 2005
Skills
Territory Management, Sales, Sales Management, Investments, Business Development, Asset Managment, 401k, Customer Service, Analysis, Mutual Funds, Retirement Planning, Asset Management, Sales Force Development, Sales Operations, Series 7, Investment Advisory, Asset Allocation
Education
Kent State University 2002 — 2006
Business Administration, Finance
Betsy Grome-Zimmerman's Merrill Lynch Experience October 2006 - March 2007
Job Client Solutions Consultant at Alexander Babbage, Inc.
Industry Management Consulting
Experience
Alexander Babbage, Inc. September 2013 - Present
M. H. Zimmerman & Co. September 2009 - September 2013
Muscular Dystrophy Association May 2007 - January 2010
Merrill Lynch October 2006 - March 2007
BlueLinx Corporation May 2004 - August 2006
Southern Cross Systems - now Flex Imaging March 2002 - May 2004
Skills
Business Intelligence, Sales, New Business Development, Selling, Management, CRM, Account Management, Sales Operations, Direct Sales, Business Development, Lead Generation, Program Management, Enterprise Software, Marketing, Analysis, Forecasting, Cold Calling
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2003
BBA, Professional Sales & Marketing
The Walker School
High School
Alexander Babbage, Inc. September 2013 - Present
M. H. Zimmerman & Co. September 2009 - September 2013
Muscular Dystrophy Association May 2007 - January 2010
Merrill Lynch October 2006 - March 2007
BlueLinx Corporation May 2004 - August 2006
Southern Cross Systems - now Flex Imaging March 2002 - May 2004
Skills
Business Intelligence, Sales, New Business Development, Selling, Management, CRM, Account Management, Sales Operations, Direct Sales, Business Development, Lead Generation, Program Management, Enterprise Software, Marketing, Analysis, Forecasting, Cold Calling
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2003
BBA, Professional Sales & Marketing
The Walker School
High School
Amelie Escher Amelie Escher's Merrill Lynch Experience September 2006 - July 2008
Job Licensed Real Estate Salesperson at Kurfiss Sotheby's International Realty, owner of EscherHome, LLC.
Industry Real Estate
Experience
Kurfiss Sotheby's International Realty April 2014 - Present
EscherHome, LLC. October 2012 - Present
YourOldMoney October 2009 - February 2014
Morgan Stanley Smith Barney July 2008 - October 2009
Merrill Lynch September 2006 - July 2008
Skills
Marketing, Wealth Management, Series 7, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Financial Advisory, Asset Allocation, Asset Managment, Securities, Investment Strategies
Education
Kenyon College 1994 — 1997
B. A., Art History
The Lawrenceville School 1989 — 1992
High School
Kurfiss Sotheby's International Realty April 2014 - Present
EscherHome, LLC. October 2012 - Present
YourOldMoney October 2009 - February 2014
Morgan Stanley Smith Barney July 2008 - October 2009
Merrill Lynch September 2006 - July 2008
Skills
Marketing, Wealth Management, Series 7, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Financial Advisory, Asset Allocation, Asset Managment, Securities, Investment Strategies
Education
Kenyon College 1994 — 1997
B. A., Art History
The Lawrenceville School 1989 — 1992
High School
Larry Bahneman, CLU Larry Bahneman, CLU's Merrill Lynch Experience June 2010 - October 2012
Job Vice President, Premier Relationship Manager at HSBC Bank USA
Industry Financial Services
Experience
HSBC Bank USA October 2012 - Present
Merrill Lynch June 2010 - October 2012
CDA of America September 1996 - June 2010
Beneficial Insurance Group, Inc. February 1981 - June 1996
Skills
Financial Services, Strategic Financial..., Strategic Planning, Investments, Insurance, Business Development, Banking, Team Building, Sales Management, Financial Planning, Risk Management, Portfolio Management, Marketing
Education
King's College 1974 — 1979
BS, Business Administration
Pope John XXIII HS 1970 — 1974
The American College
Chartered Life Underwriter (CLU)
HSBC Bank USA October 2012 - Present
Merrill Lynch June 2010 - October 2012
CDA of America September 1996 - June 2010
Beneficial Insurance Group, Inc. February 1981 - June 1996
Skills
Financial Services, Strategic Financial..., Strategic Planning, Investments, Insurance, Business Development, Banking, Team Building, Sales Management, Financial Planning, Risk Management, Portfolio Management, Marketing
Education
King's College 1974 — 1979
BS, Business Administration
Pope John XXIII HS 1970 — 1974
The American College
Chartered Life Underwriter (CLU)
Muhammad A. Darr Muhammad A. Darr's Merrill Lynch Experience May 2008 - August 2008
Job Project Manager at Verizon Wireless
Industry Maritime
Experience
Verizon Wireless May 2014 - Present
KPMG March 2013 - April 2014
ConocoPhillips April 2011 - August 2011
Alif Charities Inc. September 2008 - January 2011
Merrill Lynch May 2008 - August 2008
Skills
Economics, Business Intelligence, Programming, Transportation..., Information Systems..., Contract Negotiation, Business Analytics, Managing Database, Web Application Design, Program Management, Requirements Gathering, Training, Budgets, Project Planning, SharePoint, Software Documentation, Business Process, Project Management, SDLC, Analysis, Quality Assurance, Business Analysis, Visio, Testing, Agile Methodologies, User Acceptance Testing, Management, SQL, Negotiation, Logistics, Risk Management, Operations Management
Education
Rutgers University – Camden 2014 — 2016
Masters of Mathematics in Industrial and Applied Mathematics
Keller Graduate School of Management of DeVry University 2012 — 2014
Masters of Science in Information Systems Management, Computer Programming (Graduated with Honors)
State University of New York Maritime College 2010 — 2011
Masters of Science in International Transport Management, (Graduated with Honors)
City University of New York-Queens College 2007 — 2009
Bachelors of Arts, Economics (Graduated with Honors)
Technical Career Institutes 2004 — 2005
Associate's Degree, Business Administration and Management, General (Graduated with Honors), 3.8
Verizon Wireless May 2014 - Present
KPMG March 2013 - April 2014
ConocoPhillips April 2011 - August 2011
Alif Charities Inc. September 2008 - January 2011
Merrill Lynch May 2008 - August 2008
Skills
Economics, Business Intelligence, Programming, Transportation..., Information Systems..., Contract Negotiation, Business Analytics, Managing Database, Web Application Design, Program Management, Requirements Gathering, Training, Budgets, Project Planning, SharePoint, Software Documentation, Business Process, Project Management, SDLC, Analysis, Quality Assurance, Business Analysis, Visio, Testing, Agile Methodologies, User Acceptance Testing, Management, SQL, Negotiation, Logistics, Risk Management, Operations Management
Education
Rutgers University – Camden 2014 — 2016
Masters of Mathematics in Industrial and Applied Mathematics
Keller Graduate School of Management of DeVry University 2012 — 2014
Masters of Science in Information Systems Management, Computer Programming (Graduated with Honors)
State University of New York Maritime College 2010 — 2011
Masters of Science in International Transport Management, (Graduated with Honors)
City University of New York-Queens College 2007 — 2009
Bachelors of Arts, Economics (Graduated with Honors)
Technical Career Institutes 2004 — 2005
Associate's Degree, Business Administration and Management, General (Graduated with Honors), 3.8
Jeff Cram Jeff Cram's Merrill Lynch Experience June 2001 - May 2009
Job Senior Vice PresidentInvestments
Industry Financial Services
Experience
The Mutual Fund Store October 2011 - Present
Supply Technologies May 2009 - September 2011
Merrill Lynch June 2001 - May 2009
Lucent Technologies May 2000 - May 2001
PVI April 1999 - April 2000
Gateway Computer July 1997 - April 1999
Country Home Products January 1996 - June 1997
US Navy July 1987 - July 1991
Skills
Executive Sales, International Revenue..., Bilingual-Spanish, Sales, Customer Service, Leadership, Strategy, Series 63, Business Development, Mutual Funds, New Business Development, Revenue, Asset Allocation, Accounting, Wealth Management, Recruiting, Start-ups, Series 7, Retirement Planning, Microsoft Office, PowerPoint, Team Building, Finance, Microsoft Excel, Forecasting, Investment Advisory, Investments, Retirement
Education
Kent State University 1991 — 1995
Bachelor of Science, Biology
The Mutual Fund Store October 2011 - Present
Supply Technologies May 2009 - September 2011
Merrill Lynch June 2001 - May 2009
Lucent Technologies May 2000 - May 2001
PVI April 1999 - April 2000
Gateway Computer July 1997 - April 1999
Country Home Products January 1996 - June 1997
US Navy July 1987 - July 1991
Skills
Executive Sales, International Revenue..., Bilingual-Spanish, Sales, Customer Service, Leadership, Strategy, Series 63, Business Development, Mutual Funds, New Business Development, Revenue, Asset Allocation, Accounting, Wealth Management, Recruiting, Start-ups, Series 7, Retirement Planning, Microsoft Office, PowerPoint, Team Building, Finance, Microsoft Excel, Forecasting, Investment Advisory, Investments, Retirement
Education
Kent State University 1991 — 1995
Bachelor of Science, Biology
Richard Carver Richard Carver's Merrill Lynch Experience August 2007 - November 2009
Job Financial Advisor at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC November 2009 - Present
Merrill Lynch August 2007 - November 2009
Multi-Financial Securities Corporation February 2004 - August 2007
Aflac October 2002 - February 2004
HOK 2000 - October 2002
Land Plus 1998 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Personal Financial..., Retirement Planning, College Education..., Life Insurance
Education
The University of Georgia 1994 — 1998
Bachelor of Landscape Architecture
Kennesaw State University 1993 — 1994
Lee University 1992 — 1993
Mount Paran Christian School 1988 — 1992
Cetera Advisors LLC November 2009 - Present
Merrill Lynch August 2007 - November 2009
Multi-Financial Securities Corporation February 2004 - August 2007
Aflac October 2002 - February 2004
HOK 2000 - October 2002
Land Plus 1998 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Personal Financial..., Retirement Planning, College Education..., Life Insurance
Education
The University of Georgia 1994 — 1998
Bachelor of Landscape Architecture
Kennesaw State University 1993 — 1994
Lee University 1992 — 1993
Mount Paran Christian School 1988 — 1992
Howard B. Landers Howard B. Landers's Merrill Lynch Experience September 1979 - April 1989
Job CEO at 1st BridgeHouse
Industry Financial Services
Experience
1st BridgeHouse March 2001 - Present
Shochet Securities, Inc March 1998 - March 2001
Coral Capital Group, Inc March 1994 - March 1998
The Partners Financial Group April 1991 - December 1993
Verein West Capital Markets February 1990 - March 1991
Transamerica April 1989 - February 1990
Merrill Lynch September 1979 - April 1989
Skills
Investments, Hedge Funds, Securities, Trading, Mutual Funds, Equities, Investment Advisory, Banking, Financial Services, Start-ups, Finance, Bonds, Electronic Trading, Fixed Income, Fixed Annuities, Investment Banking, Derivatives, Financial Advisory, Asset Management, Portfolio Management, Financial Markets, Funding, Private Equity, Capital Markets, Series 7, Wealth Management, Alternative Investments
Education
The Ohio State University 1976 — 1978
Agricultural Industries & Economics
Kent State University 1974 — 1976
Psychology & Telecommunications
1st BridgeHouse March 2001 - Present
Shochet Securities, Inc March 1998 - March 2001
Coral Capital Group, Inc March 1994 - March 1998
The Partners Financial Group April 1991 - December 1993
Verein West Capital Markets February 1990 - March 1991
Transamerica April 1989 - February 1990
Merrill Lynch September 1979 - April 1989
Skills
Investments, Hedge Funds, Securities, Trading, Mutual Funds, Equities, Investment Advisory, Banking, Financial Services, Start-ups, Finance, Bonds, Electronic Trading, Fixed Income, Fixed Annuities, Investment Banking, Derivatives, Financial Advisory, Asset Management, Portfolio Management, Financial Markets, Funding, Private Equity, Capital Markets, Series 7, Wealth Management, Alternative Investments
Education
The Ohio State University 1976 — 1978
Agricultural Industries & Economics
Kent State University 1974 — 1976
Psychology & Telecommunications
John Blike III John Blike III's Merrill Lynch Experience June 2010 - August 2010
Job Sales Analyst at The House of LaRose
Industry Food & Beverages
Experience
The House of LaRose May 2015 - Present
The House of LaRose March 2013 - April 2015
21st Century Financial Inc September 2010 - July 2012
Merrill Lynch June 2010 - August 2010
Skills
Strategic Financial..., Finance, Investments, Accounting, Portfolio Management, Auditing, Retirement Planning, Management, Financial Services, Sales, Employee Benefits, Risk Management, Mutual Funds, Estate Planning, Managerial Finance
Education
Mercyhurst University 2007 — 2010
Bachelors, Finance and Accounting
Kent State University 2005 — 2006
Sign Language and Education
The House of LaRose May 2015 - Present
The House of LaRose March 2013 - April 2015
21st Century Financial Inc September 2010 - July 2012
Merrill Lynch June 2010 - August 2010
Skills
Strategic Financial..., Finance, Investments, Accounting, Portfolio Management, Auditing, Retirement Planning, Management, Financial Services, Sales, Employee Benefits, Risk Management, Mutual Funds, Estate Planning, Managerial Finance
Education
Mercyhurst University 2007 — 2010
Bachelors, Finance and Accounting
Kent State University 2005 — 2006
Sign Language and Education
Eric McMahon Eric McMahon's Merrill Lynch Experience August 1996 - May 2009
Job President at Integrity Financial Advisors, LLC
Industry Financial Services
Experience
Integrity Financial Advisors, LLC May 2009 - Present
Merrill Lynch August 1996 - May 2009
VTR Capital November 1995 - July 1996
Norwest Financial July 1993 - August 1994
Skills
Mutual Funds, 401k, Securities, Sales, Estate Planning, Insurance, Loans
Education
Kent State University 1988 — 1993
BA, Finance
Austintown Fitch Youngstown, OH 1985 — 1988
Integrity Financial Advisors, LLC May 2009 - Present
Merrill Lynch August 1996 - May 2009
VTR Capital November 1995 - July 1996
Norwest Financial July 1993 - August 1994
Skills
Mutual Funds, 401k, Securities, Sales, Estate Planning, Insurance, Loans
Education
Kent State University 1988 — 1993
BA, Finance
Austintown Fitch Youngstown, OH 1985 — 1988
Kirk Jensen Kirk Jensen's Merrill Lynch Experience August 2011 - January 2012
Job Front Desk Agent at IHG InterContinental Hotels Group
Industry Hospitality
Experience
IHG - InterContinental Hotels Group June 2014 - Present
Hilton Garden Inn March 2014 - Present
DoubleTree by Hilton May 2013 - March 2014
Comfort Inn & Suites Pottstown, PA October 2011 - May 2013
Merrill Lynch August 2011 - January 2012
Computershare Investor Services August 2010 - July 2011
The Vanguard Group October 2006 - April 2010
Science Applications International Corporation March 2006 - August 2006
Carey International - Washington, D.C. July 2003 - August 2005
Carey International November 2000 - July 2003
Skills
Customer Satisfaction, Customer Retention, Conflict Resolution, Microsoft Office, Market Research, Statistics, Multi Tasking, Listener, Hospitality Industry, High Energy Level, Financial Modeling, Choice Advantage, OnQ, Marketing Strategy, Customer Service, Hospitality, Microsoft Excel, Budgets, Analysis, Call Centers
Education
King's College 1992 — 1996
Bachelor of Science, Marketing
Lansdale Catholic High School 1992 — 1996
IHG - InterContinental Hotels Group June 2014 - Present
Hilton Garden Inn March 2014 - Present
DoubleTree by Hilton May 2013 - March 2014
Comfort Inn & Suites Pottstown, PA October 2011 - May 2013
Merrill Lynch August 2011 - January 2012
Computershare Investor Services August 2010 - July 2011
The Vanguard Group October 2006 - April 2010
Science Applications International Corporation March 2006 - August 2006
Carey International - Washington, D.C. July 2003 - August 2005
Carey International November 2000 - July 2003
Skills
Customer Satisfaction, Customer Retention, Conflict Resolution, Microsoft Office, Market Research, Statistics, Multi Tasking, Listener, Hospitality Industry, High Energy Level, Financial Modeling, Choice Advantage, OnQ, Marketing Strategy, Customer Service, Hospitality, Microsoft Excel, Budgets, Analysis, Call Centers
Education
King's College 1992 — 1996
Bachelor of Science, Marketing
Lansdale Catholic High School 1992 — 1996
Matt Matuza Matt Matuza's Merrill Lynch Experience September 1997 - Present
Job Vice President/Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1997 - Present
Education
Kettering University 1992 — 1997
BSM, Management
Merrill Lynch September 1997 - Present
Education
Kettering University 1992 — 1997
BSM, Management
Mike Lardis Mike Lardis's Merrill Lynch Experience 2013 - 2014
Job Finance Professional
Industry Investment Banking
Experience
Merrill Lynch 2013 - 2014
Deutsche Bank April 2012 - June 2013
FBR June 2010 - November 2011
Cohen & Company October 2005 - April 2010
Stout Risius Ross 2004 - 2005
Mercantile Safe Deposit & Trust Co 2003 - 2004
Skills
Equity Research, Financial Analysis, Finance, Capital Markets, Investments, Due Diligence, Financial Modeling, Valuation, Loans, IPO, Securities, Investment Banking, Hedge Funds, Portfolio Management, Equities, Structured Finance, Fixed Income, Corporate Finance, Bonds, Banking, Insurance, Asset Management, Business Analysis, Trading, Cash Flow, Credit, Private Placements, Credit Analysis, Financial Markets, Private Equity, Derivatives, Series 7, Bloomberg, Alternative Investments, DCF, Equity Valuation, Sales
Education
Kent State University 1998 — 2002
BBA, Finance
Kent State University 1998 — 2002
Bachelor's degree, Finance, General
Merrill Lynch 2013 - 2014
Deutsche Bank April 2012 - June 2013
FBR June 2010 - November 2011
Cohen & Company October 2005 - April 2010
Stout Risius Ross 2004 - 2005
Mercantile Safe Deposit & Trust Co 2003 - 2004
Skills
Equity Research, Financial Analysis, Finance, Capital Markets, Investments, Due Diligence, Financial Modeling, Valuation, Loans, IPO, Securities, Investment Banking, Hedge Funds, Portfolio Management, Equities, Structured Finance, Fixed Income, Corporate Finance, Bonds, Banking, Insurance, Asset Management, Business Analysis, Trading, Cash Flow, Credit, Private Placements, Credit Analysis, Financial Markets, Private Equity, Derivatives, Series 7, Bloomberg, Alternative Investments, DCF, Equity Valuation, Sales
Education
Kent State University 1998 — 2002
BBA, Finance
Kent State University 1998 — 2002
Bachelor's degree, Finance, General
Richard F. Sofka Richard F. Sofka's Merrill Lynch Experience March 1977 - Present
Job Senior Resident Director, Senior Vice President Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 1977 - Present
Skills
Series 7, Wealth Management, Series 66, Series 9, Series 10, Series 3, Series 31, Series 63, Series 65
Education
Kendall College
Associate's degree
Merrill Lynch March 1977 - Present
Skills
Series 7, Wealth Management, Series 66, Series 9, Series 10, Series 3, Series 31, Series 63, Series 65
Education
Kendall College
Associate's degree
Richard Buchanan Richard Buchanan's Merrill Lynch Experience 1983 - 1985
Job Mortgage Trader/Portfolio Mgr
Industry Financial Services
Experience
Freddie Mac January 2005 - May 2009
Freddie Mac October 1987 - December 2004
Merrill Lynch 1983 - 1985
Skills
MBS, Fixed Income, Portfolio Management, Mortgage Lending, Capital Markets, Securities, Investments, Risk Management, Trading, Credit Risk, Hedging, Bloomberg, Derivatives, Bonds, Finance
Education
Kenyon College 1978 — 1982
B.A., History
Freddie Mac January 2005 - May 2009
Freddie Mac October 1987 - December 2004
Merrill Lynch 1983 - 1985
Skills
MBS, Fixed Income, Portfolio Management, Mortgage Lending, Capital Markets, Securities, Investments, Risk Management, Trading, Credit Risk, Hedging, Bloomberg, Derivatives, Bonds, Finance
Education
Kenyon College 1978 — 1982
B.A., History
Joseph Romano III, AIF®, CRPC®'s Merrill Lynch Experience August 1998 - April 2011
Job Managing Director, Partner, HighTower
Industry Financial Services
Experience
Young Presidents' Organization(YPO) March 2012 - Present
HighTower April 2011 - Present
Merrill Lynch August 1998 - April 2011
Skills
Financial Planning, Wealth Management, Private Wealth..., Portfolio Management, Alternative Investments, Derivatives, Private Banking, Equities, Investments, Business Strategy, Planning, Fixed Income, Asset Management, Hedge Funds, Asset Allocation, FX, Retirement Planning, Investment Advisory, Structured Products, Commodities, Investment Banking, Estate Planning, Options, Swaps, Hedging, Bonds, Mutual Funds, Risk Management, Private Equity, Credit, Investment Strategies, Managed Futures, Managed Accounts, Trading, Retirement Income..., Series 7, Series 66, Finance, Project Planning, Investment Management, Wealth Management..., Financial Advisory, Series 63, Strategic Financial..., FINRA, Wealth, Financial Services, Venture Capital, Retirement
Education
Kent State University 1995 — 1998
BA, Marketing
Kent State University 1995 — 1998
BA, Marketing
Young Presidents' Organization(YPO) March 2012 - Present
HighTower April 2011 - Present
Merrill Lynch August 1998 - April 2011
Skills
Financial Planning, Wealth Management, Private Wealth..., Portfolio Management, Alternative Investments, Derivatives, Private Banking, Equities, Investments, Business Strategy, Planning, Fixed Income, Asset Management, Hedge Funds, Asset Allocation, FX, Retirement Planning, Investment Advisory, Structured Products, Commodities, Investment Banking, Estate Planning, Options, Swaps, Hedging, Bonds, Mutual Funds, Risk Management, Private Equity, Credit, Investment Strategies, Managed Futures, Managed Accounts, Trading, Retirement Income..., Series 7, Series 66, Finance, Project Planning, Investment Management, Wealth Management..., Financial Advisory, Series 63, Strategic Financial..., FINRA, Wealth, Financial Services, Venture Capital, Retirement
Education
Kent State University 1995 — 1998
BA, Marketing
Kent State University 1995 — 1998
BA, Marketing
G. Frederick Reinhardt G. Frederick Reinhardt's Merrill Lynch Experience 1988 - 2008
Job Chairman & CEO at Brickell Bank (formerly Espirito Santo Bank)
Industry Banking
Experience
Brickell Bank September 2012 - Present
BNC Financial Group, Inc 2010 - April 2012
The Bank of Fairfield 2009 - April 2012
Merrill Lynch Bank Group 1991 - 2008
Merrill Lynch Bank USA 1991 - 2008
Merrill Lynch 1988 - 2008
Skills
Credit, Banking, Business Strategy, Team Building, Negotiation, Fluent in French and..., Risk Management, Analysis, Mergers, Wealth Management, Investments, Loans, Credit Analysis, Asset Management, Mergers & Acquisitions, Securities, Portfolio Management, Private Banking, Business Development, Fixed Income, Investment Banking, Hedge Funds, Capital Markets, Series 7, Equities, Financial Services, Mutual Funds, Alternative Investments, Series 63, Asset Allocation, Wealth Management..., Investment Advisory, Bonds, Private Equity, Valuation, Derivatives
Education
Kenyon College 1970 — 1974
B.A., Political Science
Brickell Bank September 2012 - Present
BNC Financial Group, Inc 2010 - April 2012
The Bank of Fairfield 2009 - April 2012
Merrill Lynch Bank Group 1991 - 2008
Merrill Lynch Bank USA 1991 - 2008
Merrill Lynch 1988 - 2008
Skills
Credit, Banking, Business Strategy, Team Building, Negotiation, Fluent in French and..., Risk Management, Analysis, Mergers, Wealth Management, Investments, Loans, Credit Analysis, Asset Management, Mergers & Acquisitions, Securities, Portfolio Management, Private Banking, Business Development, Fixed Income, Investment Banking, Hedge Funds, Capital Markets, Series 7, Equities, Financial Services, Mutual Funds, Alternative Investments, Series 63, Asset Allocation, Wealth Management..., Investment Advisory, Bonds, Private Equity, Valuation, Derivatives
Education
Kenyon College 1970 — 1974
B.A., Political Science
Kartik Gururajan Kartik Gururajan's Merrill Lynch Experience February 2005 - April 2005
Job Innovative Financial Professional Seeking Opportunities in the Finance and Capital Markets/Trading Industries
Industry Education Management
Experience
Self-Employed 2004 - Present
Lake Forest Graduate School of Management January 2014 - July 2015
Lake Forest Graduate School of Management September 2012 - December 2013
Career Education Corporation July 2007 - September 2012
Foremost Trading February 2006 - July 2007
American Residential Care, Inc January 2003 - December 2005
Merrill Lynch February 2005 - April 2005
MetLife November 2003 - September 2004
Skills
Microsoft Office, Student Financial Aid, Trading, Options, Finance, Portfolio Management, Banking, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Securities, Accounting, Microsoft Word, Customer Service, PowerPoint, Outlook, Negotiation, Training, Account Management, Derivatives, Student Loans, Data Mining, Reporting & Analysis, Admissions, Enrollment Management, CampusVue, Retaining Customers, Team Building, Higher Education, Campus, Staff Development, Student Recruiting, Customer Retention
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (MBA), Finance
University of Illinois at Chicago 2005 — 2007
Bachelor's, Finance
Barrington High School
Self-Employed 2004 - Present
Lake Forest Graduate School of Management January 2014 - July 2015
Lake Forest Graduate School of Management September 2012 - December 2013
Career Education Corporation July 2007 - September 2012
Foremost Trading February 2006 - July 2007
American Residential Care, Inc January 2003 - December 2005
Merrill Lynch February 2005 - April 2005
MetLife November 2003 - September 2004
Skills
Microsoft Office, Student Financial Aid, Trading, Options, Finance, Portfolio Management, Banking, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Securities, Accounting, Microsoft Word, Customer Service, PowerPoint, Outlook, Negotiation, Training, Account Management, Derivatives, Student Loans, Data Mining, Reporting & Analysis, Admissions, Enrollment Management, CampusVue, Retaining Customers, Team Building, Higher Education, Campus, Staff Development, Student Recruiting, Customer Retention
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (MBA), Finance
University of Illinois at Chicago 2005 — 2007
Bachelor's, Finance
Barrington High School
Srinivas Rampalli's Merrill Lynch Experience May 2001 - November 2003
Job Director, Business Advisory at Incandescent Technologies, Inc.
Industry Financial Services
Experience
Incandescent Technologies, Inc. January 2014 - Present
Bank of America / Merrill Lynch July 2009 - December 2013
BNY Mellon July 2007 - April 2009
Banc of America Securities December 2003 - July 2007
Merrill Lynch May 2001 - November 2003
Whittman-Hart / March First April 1999 - April 2001
Skills
Business Analysis, Business Intelligence, Integration, Program Management, Cross-functional Team..., Risk Management, Management, Project Management, E-commerce, Leadership, Enterprise Software, Project Planning, Architecture, Banking, Data Warehousing, Databases, Equities, Investment Banking, Marketing, Mergers, Microsoft SQL Server, Oracle, SDLC, Sales, Strategic Planning, Team Building, Team Management, Trading, Unix, Vendor Management, Web Analytics, Web Services
Education
Kennedy Western University 2001 — 2004
Masters, Computer Science
Osmania University 1990 — 1994
Valerian Grammer School 1984 — 1989
Incandescent Technologies, Inc. January 2014 - Present
Bank of America / Merrill Lynch July 2009 - December 2013
BNY Mellon July 2007 - April 2009
Banc of America Securities December 2003 - July 2007
Merrill Lynch May 2001 - November 2003
Whittman-Hart / March First April 1999 - April 2001
Skills
Business Analysis, Business Intelligence, Integration, Program Management, Cross-functional Team..., Risk Management, Management, Project Management, E-commerce, Leadership, Enterprise Software, Project Planning, Architecture, Banking, Data Warehousing, Databases, Equities, Investment Banking, Marketing, Mergers, Microsoft SQL Server, Oracle, SDLC, Sales, Strategic Planning, Team Building, Team Management, Trading, Unix, Vendor Management, Web Analytics, Web Services
Education
Kennedy Western University 2001 — 2004
Masters, Computer Science
Osmania University 1990 — 1994
Valerian Grammer School 1984 — 1989
Juanita Edwards's Merrill Lynch Experience October 2009 - July 2012
Job Business Integration Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Merrill Lynch October 2009 - July 2012
Bank of America October 2008 - October 2009
LaSalle Financial Services January 2006 - October 2008
LaSalle Financial Services January 2005 - January 2006
LaSalle Bank Corporation 1999 - 2006
LaSalle Financial Services May 2002 - December 2004
LaSalle Insurance Services January 1999 - May 2002
BankOne August 1997 - December 1998
Chubb Group of Insurance Companies 1994 - July 1997
Skills
Licensing, Insurance, Fixed Annuities, Wealth Management, Financial Services, Series 7, Life Insurance, Financial Advisory
Education
Kenyon College 1985 — 1989
BA
Bank of America July 2012 - Present
Merrill Lynch October 2009 - July 2012
Bank of America October 2008 - October 2009
LaSalle Financial Services January 2006 - October 2008
LaSalle Financial Services January 2005 - January 2006
LaSalle Bank Corporation 1999 - 2006
LaSalle Financial Services May 2002 - December 2004
LaSalle Insurance Services January 1999 - May 2002
BankOne August 1997 - December 1998
Chubb Group of Insurance Companies 1994 - July 1997
Skills
Licensing, Insurance, Fixed Annuities, Wealth Management, Financial Services, Series 7, Life Insurance, Financial Advisory
Education
Kenyon College 1985 — 1989
BA
Alec Doyle's Merrill Lynch Experience March 2006 - May 2011
Job VP at JPMorgan Chase Asset Management
Industry Financial Services
Experience
Barclays June 2015 - Present
J.P. Morgan December 2014 - June 2015
JP Morgan October 2013 - December 2014
JPMorgan Chase May 2011 - October 2013
Merrill Lynch March 2006 - May 2011
Lehman Brothers 2005 - 2006
Deutsche Bank 2004 - 2005
Pershing 2000 - 2004
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Securities, Series 7, Capital Markets, Hedge Funds, Investment Banking, Middle Office, Trading
Education
Schiller International University, Madrid Spain 1999 — 2000
Master of Business Administration (MBA), International Business
King's College 1994 — 1998
International Business
Barclays June 2015 - Present
J.P. Morgan December 2014 - June 2015
JP Morgan October 2013 - December 2014
JPMorgan Chase May 2011 - October 2013
Merrill Lynch March 2006 - May 2011
Lehman Brothers 2005 - 2006
Deutsche Bank 2004 - 2005
Pershing 2000 - 2004
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Securities, Series 7, Capital Markets, Hedge Funds, Investment Banking, Middle Office, Trading
Education
Schiller International University, Madrid Spain 1999 — 2000
Master of Business Administration (MBA), International Business
King's College 1994 — 1998
International Business
Raju Dantuluri's Merrill Lynch Experience October 1993 - June 1996
Job Sr Director, Relationship Trading at FxAll
Industry Financial Services
Experience
FxAll January 2010 - Present
Lava Trading January 2005 - December 2009
JPMorgan Chase September 1998 - January 2005
Deutsche Bank June 1996 - August 1998
Merrill Lynch October 1993 - June 1996
IBM 1989 - 1992
Skills
Trading Systems, Electronic Trading
Education
New Jersey Institute of Technology 1987 — 1989
M.S, Computer Science
University of Hyderabad 1986 — 1987
D.C.A, Computer Applications
Vasavi College Of Engineering 1982 — 1986
B.S, ECE
Kendriya Vidyalaya 1978 — 1982
12th, MPBC
FxAll January 2010 - Present
Lava Trading January 2005 - December 2009
JPMorgan Chase September 1998 - January 2005
Deutsche Bank June 1996 - August 1998
Merrill Lynch October 1993 - June 1996
IBM 1989 - 1992
Skills
Trading Systems, Electronic Trading
Education
New Jersey Institute of Technology 1987 — 1989
M.S, Computer Science
University of Hyderabad 1986 — 1987
D.C.A, Computer Applications
Vasavi College Of Engineering 1982 — 1986
B.S, ECE
Kendriya Vidyalaya 1978 — 1982
12th, MPBC
Jared Franklin, M.B.A.'s Merrill Lynch Experience April 2003 - April 2004
Job Vice President / OEM National Manager at First Innovations
Industry Automotive
Experience
First Innovations June 2012 - Present
Manuel Automotive Group November 2007 - June 2012
Teape Suzuki & Subaru of September 2007 - November 2007
DriversSelect Automotive February 2007 - August 2007
Teape Automotive Group September 2006 - February 2007
Teape Automotive Group March 2006 - September 2006
Teape Automotive Group July 2005 - March 2006
Moritz Kia May 2005 - July 2005
Buz Post Automotive June 2004 - May 2005
Merrill Lynch April 2003 - April 2004
Skills
Sales Management, Marketing Strategy, Business Development, Sales, Forecasting, Customer Retention, Team Building, Customer Satisfaction, Profit, Financial Analysis, Operations Management, Dealer Management, Financial Forecasting, F&I, Executive Management, Automotive Sales..., Dealer Training, Operating Budgets, Reinsurance, F&I Training, Income Development, Fixed Operations, Management, Negotiation, Marketing, Strategic Planning
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, MBA in Finance
Lakeside High
Leadership Fort Worth
Certification, Municipal Leadership
Texas Christian University
Bachelor's Degree, Political Science / Speech Communication
First Innovations June 2012 - Present
Manuel Automotive Group November 2007 - June 2012
Teape Suzuki & Subaru of September 2007 - November 2007
DriversSelect Automotive February 2007 - August 2007
Teape Automotive Group September 2006 - February 2007
Teape Automotive Group March 2006 - September 2006
Teape Automotive Group July 2005 - March 2006
Moritz Kia May 2005 - July 2005
Buz Post Automotive June 2004 - May 2005
Merrill Lynch April 2003 - April 2004
Skills
Sales Management, Marketing Strategy, Business Development, Sales, Forecasting, Customer Retention, Team Building, Customer Satisfaction, Profit, Financial Analysis, Operations Management, Dealer Management, Financial Forecasting, F&I, Executive Management, Automotive Sales..., Dealer Training, Operating Budgets, Reinsurance, F&I Training, Income Development, Fixed Operations, Management, Negotiation, Marketing, Strategic Planning
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, MBA in Finance
Lakeside High
Leadership Fort Worth
Certification, Municipal Leadership
Texas Christian University
Bachelor's Degree, Political Science / Speech Communication
Scott Maidman's Merrill Lynch Experience October 2005 - Present
Job Vice PresidentWealth Management Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
Skills
Asset Allocation, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Strategic Planning, Investment Advisory, Portfolio Management, Estate Planning, Investments
Education
Robert Morris University 2004 — 2005
MBA, Corporate Finance
Kent State University 1998 — 2002
Bachelor, Finance
Merrill Lynch October 2005 - Present
Skills
Asset Allocation, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Strategic Planning, Investment Advisory, Portfolio Management, Estate Planning, Investments
Education
Robert Morris University 2004 — 2005
MBA, Corporate Finance
Kent State University 1998 — 2002
Bachelor, Finance
jeff schneider's Merrill Lynch Experience January 1981 - January 1982
Job Independent Marketing Analyst/Strategist at UseBiz.com
Industry Marketing and Advertising
Experience
Contact Group Pvt. January 1996 - Present
A. G. Edwards February 1987 - January 1995
Smith Barney January 1982 - January 1987
Merrill Lynch January 1981 - January 1982
E.F. Hutton October 1979 - January 1981
Rockefeller I.B.E.C. January 1974 - January 1976
Skills
Social Media, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, Photoshop, Microsoft Excel, Account Management, New Business Development, Event Management, Email Marketing, Graphic Design, Event Planning, Online Marketing, Sales, Entrepreneurship, Investments, E-commerce
Education
Kent State University 1968 — 1972
B.B.A.Business Administration / Marketing, Sales
Mentor High School 1966 — 1968
Business prep
Contact Group Pvt. January 1996 - Present
A. G. Edwards February 1987 - January 1995
Smith Barney January 1982 - January 1987
Merrill Lynch January 1981 - January 1982
E.F. Hutton October 1979 - January 1981
Rockefeller I.B.E.C. January 1974 - January 1976
Skills
Social Media, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, Photoshop, Microsoft Excel, Account Management, New Business Development, Event Management, Email Marketing, Graphic Design, Event Planning, Online Marketing, Sales, Entrepreneurship, Investments, E-commerce
Education
Kent State University 1968 — 1972
B.B.A.Business Administration / Marketing, Sales
Mentor High School 1966 — 1968
Business prep
Walker Bagby's Merrill Lynch Experience Independant Floor TraderChicago Board of TradeSeptember 1982 - December 2004
Job FA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Independant Floor TraderChicago Board of TradeSeptember 1982 - December 2004
Education
Kenyon College 1977 — 1981
Psychology
Merrill Lynch Independant Floor TraderChicago Board of TradeSeptember 1982 - December 2004
Education
Kenyon College 1977 — 1981
Psychology
Jim Davey's Merrill Lynch Experience 1992 - 2002
Job President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds August 2010 - Present
The Hartford 2008 - 2010
The Hartford 2006 - 2008
The Hartford 2002 - 2006
Merrill Lynch 1992 - 2002
Education
King's College
Bachelor of Arts (B.A.), Marketing
University of Notre Dame
Master of Business Administration (M.B.A.)
Hartford Funds August 2010 - Present
The Hartford 2008 - 2010
The Hartford 2006 - 2008
The Hartford 2002 - 2006
Merrill Lynch 1992 - 2002
Education
King's College
Bachelor of Arts (B.A.), Marketing
University of Notre Dame
Master of Business Administration (M.B.A.)
Rich Bongo's Merrill Lynch Experience 2004 - 2006
Job Managing Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas 2006 - Present
Merrill Lynch 2004 - 2006
Banc of America Securities 2001 - 2004
Credit Suisse First Boston 1996 - 2001
Chase Manhattan Corporation 1994 - 1995
Lehman Brothers 1986 - 1994
Skills
Structured Products, Mortgage, Fixed Income, Securities, ABS, Mortgage Lending, Series 7, Securitization, Structured Finance, Capital Markets, MBS, Financial Structuring, CMBS, Funding, Asset Management, Investments, Investment Banking, CDS, Emerging Markets, Credit Derivatives, Trading, High Yield, Hedge Funds, Derivatives, Valuation, Bonds, Portfolio Management, Financial Markets, Alternative Investments, Interest Rate..., Swaps, Bloomberg, Equity Derivatives, Equities, CDO, Market Risk, Options, Hedging, Leveraged Finance, Money Market
Education
King's College 1980 — 1984
Morris Catholic High School
BNP Paribas 2006 - Present
Merrill Lynch 2004 - 2006
Banc of America Securities 2001 - 2004
Credit Suisse First Boston 1996 - 2001
Chase Manhattan Corporation 1994 - 1995
Lehman Brothers 1986 - 1994
Skills
Structured Products, Mortgage, Fixed Income, Securities, ABS, Mortgage Lending, Series 7, Securitization, Structured Finance, Capital Markets, MBS, Financial Structuring, CMBS, Funding, Asset Management, Investments, Investment Banking, CDS, Emerging Markets, Credit Derivatives, Trading, High Yield, Hedge Funds, Derivatives, Valuation, Bonds, Portfolio Management, Financial Markets, Alternative Investments, Interest Rate..., Swaps, Bloomberg, Equity Derivatives, Equities, CDO, Market Risk, Options, Hedging, Leveraged Finance, Money Market
Education
King's College 1980 — 1984
Morris Catholic High School
Peter Dizon's Merrill Lynch Experience 2007 - 2008
Job Experience IT Professional
Industry Computer Software
Experience
Principal 2012 - Present
JPMorgan Chase 2009 - 2012
Merrill Lynch 2007 - 2008
Sovereign Bank 2002 - 2007
Merrill Lynch 2000 - 2001
JP Morgan Investment Management 1995 - 2000
Merrill Lynch 1989 - 1995
US Air Force Reserve November 1984 - November 1988
Skills
SDLC, Fixed Income, Equities, Trading Systems, Capital Markets, Trading, Electronic Trading, Derivatives, Risk Management, Bloomberg, XML, IT Strategy, Project Management, Sybase, .NET, SQL, Unix, Applications..., Series 7, Series 63, Investment Management, Wealth Management, Unified Managed Accounts, Separately Managed..., Portfolio Performance..., Security Operations, Reporting Systems, Web Development, Relational Databases, Global Staff Management, Department Budgeting, Operations Management, Technology Integration, Contract Management, Data Warehousing, Tableau, Spotfire, Reuters, SWIFT messaging, Visual Studio, Eclipse, C++ Language, Java, C#, Visual Basic, Unix Shell Scripting, Oracle, Microsoft SQL Server, Relationship Management, Security Clearance
Education
King's College 1985 — 1988
B.S,, Computer Information Systems
Principal 2012 - Present
JPMorgan Chase 2009 - 2012
Merrill Lynch 2007 - 2008
Sovereign Bank 2002 - 2007
Merrill Lynch 2000 - 2001
JP Morgan Investment Management 1995 - 2000
Merrill Lynch 1989 - 1995
US Air Force Reserve November 1984 - November 1988
Skills
SDLC, Fixed Income, Equities, Trading Systems, Capital Markets, Trading, Electronic Trading, Derivatives, Risk Management, Bloomberg, XML, IT Strategy, Project Management, Sybase, .NET, SQL, Unix, Applications..., Series 7, Series 63, Investment Management, Wealth Management, Unified Managed Accounts, Separately Managed..., Portfolio Performance..., Security Operations, Reporting Systems, Web Development, Relational Databases, Global Staff Management, Department Budgeting, Operations Management, Technology Integration, Contract Management, Data Warehousing, Tableau, Spotfire, Reuters, SWIFT messaging, Visual Studio, Eclipse, C++ Language, Java, C#, Visual Basic, Unix Shell Scripting, Oracle, Microsoft SQL Server, Relationship Management, Security Clearance
Education
King's College 1985 — 1988
B.S,, Computer Information Systems
Alton Lumpkin's Merrill Lynch Experience January 2007 - Present
Job Compliance Officer Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
Etrade Financial 2006 - 2007
Education
Kennesaw State University
Merrill Lynch January 2007 - Present
Etrade Financial 2006 - 2007
Education
Kennesaw State University
dale Fenstermacher's Merrill Lynch Experience January 1990 - September 1993
Job dba at AIG
Industry Insurance
Experience
AIG October 1998 - Present
Bankers Trust October 1995 - October 1998
Mobil OIl August 1992 - May 1994
Merrill Lynch January 1990 - September 1993
Skills
Data Warehousing, COBOL, Performance Tuning, Replication, MVS, IBM Mainframe, Disaster Recovery, Fileaid, AIX, Data Architecture, Microsoft SQL Server, Stored Procedures
Education
King's College 1976 — 1980
bs, information systems
AIG October 1998 - Present
Bankers Trust October 1995 - October 1998
Mobil OIl August 1992 - May 1994
Merrill Lynch January 1990 - September 1993
Skills
Data Warehousing, COBOL, Performance Tuning, Replication, MVS, IBM Mainframe, Disaster Recovery, Fileaid, AIX, Data Architecture, Microsoft SQL Server, Stored Procedures
Education
King's College 1976 — 1980
bs, information systems
Larry Schmidlapp's Merrill Lynch Experience June 1983 - January 1993
Job Mayor at Inc. Village of Centre Island
Industry Investment Management
Experience
Daniel Gale Sotheby's International Realty, Piping Rock Division December 2010 - Present
Inc. Village of Centre Island July 2009 - Present
North Shore Land Alliance 2001 - 2015
JPMorgan Chase April 1992 - June 2008
JPMorgan Chase & Co. 2001 - 2008
J.P. Morgan 1993 - August 2004
JPMorgan Securities 1992 - 2001
Merrill Lynch June 1983 - January 1993
Merrill Lynch April 1982 - April 1992
Skills
Municipal, Asset Managment, Investments, Capital Markets, Financial Modeling, Estate Planning, Valuation, Risk Management, Financial Analysis, Mergers, Finance, Investment Banking, Securities, Municipalities, Asset Management, Trading, Derivatives, Portfolio Management, Mutual Funds, Equities
Education
Kenyon College 1963 — 1967
BA, Economics
Millbrook School 1959 — 1963
High School diploma
Green Vale School 1950 — 1959
Derby Medal, Mathematics
Daniel Gale Sotheby's International Realty, Piping Rock Division December 2010 - Present
Inc. Village of Centre Island July 2009 - Present
North Shore Land Alliance 2001 - 2015
JPMorgan Chase April 1992 - June 2008
JPMorgan Chase & Co. 2001 - 2008
J.P. Morgan 1993 - August 2004
JPMorgan Securities 1992 - 2001
Merrill Lynch June 1983 - January 1993
Merrill Lynch April 1982 - April 1992
Skills
Municipal, Asset Managment, Investments, Capital Markets, Financial Modeling, Estate Planning, Valuation, Risk Management, Financial Analysis, Mergers, Finance, Investment Banking, Securities, Municipalities, Asset Management, Trading, Derivatives, Portfolio Management, Mutual Funds, Equities
Education
Kenyon College 1963 — 1967
BA, Economics
Millbrook School 1959 — 1963
High School diploma
Green Vale School 1950 — 1959
Derby Medal, Mathematics
Jason Mancini's Merrill Lynch Experience January 2014 - Present
Job Equity Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2014 - Present
L.E.S. Trading Group September 2012 - December 2013
Hess Corporation August 2013 - September 2013
Olympia Capital Markets Group March 2012 - September 2012
Skills
Investments, SAS, Trading, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Valuation, Asset Management, Strategic Financial..., Retirement Planning, Corporate Finance, Financial Advisory, Customer Service, Finance
Education
Kent State University 2010 — 2011
M.A., Economics
Rutgers University 2009 — 2010
Mathematics, Computer Science
Kent State University 2004 — 2009
B.S, Economics, Finance
Merrill Lynch January 2014 - Present
L.E.S. Trading Group September 2012 - December 2013
Hess Corporation August 2013 - September 2013
Olympia Capital Markets Group March 2012 - September 2012
Skills
Investments, SAS, Trading, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Valuation, Asset Management, Strategic Financial..., Retirement Planning, Corporate Finance, Financial Advisory, Customer Service, Finance
Education
Kent State University 2010 — 2011
M.A., Economics
Rutgers University 2009 — 2010
Mathematics, Computer Science
Kent State University 2004 — 2009
B.S, Economics, Finance
Susan (Donnelly) Bonner's Merrill Lynch Experience May 2000 - June 2008
Job Business Analyst/Project Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch December 2008 - May 2011
Merrill Lynch May 2000 - June 2008
Merrill Lynch April 1999 - May 2000
Merrill Lynch June 1997 - April 1999
Hudson City Savings Bank November 1989 - June 1997
Education
King's College 1985 — 1989
MS, Business Administration
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch December 2008 - May 2011
Merrill Lynch May 2000 - June 2008
Merrill Lynch April 1999 - May 2000
Merrill Lynch June 1997 - April 1999
Hudson City Savings Bank November 1989 - June 1997
Education
King's College 1985 — 1989
MS, Business Administration
Lance Fraser's Merrill Lynch Experience August 2004 - December 2005
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management January 2006 - Present
Merrill Lynch August 2004 - December 2005
Nomura Corporate Research & Asset Management June 1991 - August 2004
Skills
Alternative Investments, Equities, Asset Managment, Hedge Funds, Fund Of Funds, High Yield, Institutional..., Fixed Income, Investments, Investment Banking, Structured Products, Derivatives, Capital Markets, Asset Management, Bonds, Finance, Series 7, Leveraged Finance, Securities, Asset Allocation, Investment Management
Education
King's College
BS, Psychology
The College of William and Mary - The Mason School of Business
MBA, Finance
Merrill Lynch Wealth Management January 2006 - Present
Merrill Lynch August 2004 - December 2005
Nomura Corporate Research & Asset Management June 1991 - August 2004
Skills
Alternative Investments, Equities, Asset Managment, Hedge Funds, Fund Of Funds, High Yield, Institutional..., Fixed Income, Investments, Investment Banking, Structured Products, Derivatives, Capital Markets, Asset Management, Bonds, Finance, Series 7, Leveraged Finance, Securities, Asset Allocation, Investment Management
Education
King's College
BS, Psychology
The College of William and Mary - The Mason School of Business
MBA, Finance
Cynthia Hailey's Merrill Lynch Experience June 1998 - August 1999
Job Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF Life Insurance Company June 2007 - January 2014
TIAA-CREF Life Insurance Company June 2007 - June 2011
Evergreen Investments (Subsidiary of Wachovia Corporation) September 2006 - June 2007
TIAA-CREF June 2001 - September 2006
DLJDirect April 2000 - March 2001
Merrill Lynch June 1998 - August 1999
Skills
Mutual Funds, Leadership, Series 7, Business Analysis, Strategic Financial..., Series 63, Operations Management, Call Center Management, Client Focused..., Effective Decision..., SEC Regulations, Risk/Controls, Employee Learning &..., Employee Benefits, Fixed Annuities, Insurance, Process Improvement, Call Centers, Financial Services, Cross-functional Team..., Investments, Management, Relationship Management, Analysis, Risk Management, Project Management, Financial Planning
Education
Keller Graduate School of Management - DeVry University 2004 — 2006
MBA, Non-Profit Management
Keller Graduate School of Management of DeVry University 2004 — 2006
Master, Business Administration
University of South Carolina 1995 — 1999
Bachelor of Science, Business Administration; Finance
University of South Carolina - Darla Moore School of Business 1995 — 1999
B.S, Business Administration - Finance
TIAA-CREF January 2014 - Present
TIAA-CREF Life Insurance Company June 2007 - January 2014
TIAA-CREF Life Insurance Company June 2007 - June 2011
Evergreen Investments (Subsidiary of Wachovia Corporation) September 2006 - June 2007
TIAA-CREF June 2001 - September 2006
DLJDirect April 2000 - March 2001
Merrill Lynch June 1998 - August 1999
Skills
Mutual Funds, Leadership, Series 7, Business Analysis, Strategic Financial..., Series 63, Operations Management, Call Center Management, Client Focused..., Effective Decision..., SEC Regulations, Risk/Controls, Employee Learning &..., Employee Benefits, Fixed Annuities, Insurance, Process Improvement, Call Centers, Financial Services, Cross-functional Team..., Investments, Management, Relationship Management, Analysis, Risk Management, Project Management, Financial Planning
Education
Keller Graduate School of Management - DeVry University 2004 — 2006
MBA, Non-Profit Management
Keller Graduate School of Management of DeVry University 2004 — 2006
Master, Business Administration
University of South Carolina 1995 — 1999
Bachelor of Science, Business Administration; Finance
University of South Carolina - Darla Moore School of Business 1995 — 1999
B.S, Business Administration - Finance
Krista Isaacs's Merrill Lynch Experience 1997 - 2001
Job Business Development Professional
Industry Management Consulting
Experience
KBR HOLDINGS 2006 - Present
Option One 2002 - 2005
Merrill Lynch 1997 - 2001
Skills
Program Management, Strategic Planning, Management, Business Development, Leadership, Strategy, Training, Finance, Budgets, Change Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Accounting, Accounting
Lehigh University 1993 — 1997
BS, Bachelor of Science Degree in Neuroscience
KBR HOLDINGS 2006 - Present
Option One 2002 - 2005
Merrill Lynch 1997 - 2001
Skills
Program Management, Strategic Planning, Management, Business Development, Leadership, Strategy, Training, Finance, Budgets, Change Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Accounting, Accounting
Lehigh University 1993 — 1997
BS, Bachelor of Science Degree in Neuroscience
Harold Lorenzo's Merrill Lynch Experience 2001 - 2006
Job Director at Wells Fargo
Industry Investment Banking
Experience
Wachovia 2007 - Present
Merrill Lynch 2001 - 2006
Deloitte and Touche 1998 - January 2001
Summit Systems 1996 - 1998
Union Bank of Switzerland 1994 - 1996
ITI 1994 - 1994
General Motors 1986 - 1994
Skills
Derivatives, Capital Markets, Banking, Risk Management, Fixed Income, Financial Modeling, Investment Banking, Strategic Planning, Portfolio Management, Valuation, Equities, Financial Services, Hedge Funds, Investments
Education
The University of Chicago Booth School of Business 1993 — 1994
MBA, Analytic Finance, Total Quality Mgmt, Operations Research
Kettering University 1986 — 1991
BS Engineering, Manufacturing Systems
Wachovia 2007 - Present
Merrill Lynch 2001 - 2006
Deloitte and Touche 1998 - January 2001
Summit Systems 1996 - 1998
Union Bank of Switzerland 1994 - 1996
ITI 1994 - 1994
General Motors 1986 - 1994
Skills
Derivatives, Capital Markets, Banking, Risk Management, Fixed Income, Financial Modeling, Investment Banking, Strategic Planning, Portfolio Management, Valuation, Equities, Financial Services, Hedge Funds, Investments
Education
The University of Chicago Booth School of Business 1993 — 1994
MBA, Analytic Finance, Total Quality Mgmt, Operations Research
Kettering University 1986 — 1991
BS Engineering, Manufacturing Systems
Barry Gray's Merrill Lynch Experience April 2009 - June 2009
Job Project Manager
Industry Media Production
Experience
Acosta Productions January 2011 - Present
Zurich Financial Services March 2010 - August 2012
Merrill Lynch April 2009 - June 2009
US Department of Treasury April 2009 - May 2009
Lincoln Financial Advisors January 2008 - May 2008
Federal Reserve Bank of Atlanta June 2007 - September 2007
Skills
Microsoft Excel, Derivatives, Management, Finance, Equities, Bonds, Customer Service, Financial Planners, Budgets, Statistics, Microsoft Word, Treasury, Marketing, Recruiting, Structured Finance, Visual Basic, Database Administration, Windows, FrontPage, Lexis
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2009
Accounting, Finance
Acosta Productions January 2011 - Present
Zurich Financial Services March 2010 - August 2012
Merrill Lynch April 2009 - June 2009
US Department of Treasury April 2009 - May 2009
Lincoln Financial Advisors January 2008 - May 2008
Federal Reserve Bank of Atlanta June 2007 - September 2007
Skills
Microsoft Excel, Derivatives, Management, Finance, Equities, Bonds, Customer Service, Financial Planners, Budgets, Statistics, Microsoft Word, Treasury, Marketing, Recruiting, Structured Finance, Visual Basic, Database Administration, Windows, FrontPage, Lexis
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2009
Accounting, Finance
Tara Naran's Merrill Lynch Experience 1999 - 2000
Job Sr Financial Analyst at Prime Therapeutics
Industry Hospital & Health Care
Experience
Prime Therapeutics January 2014 - Present
MedSolutions January 2012 - January 2014
Physicians United Plan May 2011 - January 2012
Physicians United Plan January 2009 - May 2011
Starwood Vacation Ownership August 2006 - November 2008
FedEx Services February 2005 - August 2006
National City Bank June 2001 - September 2004
Merrill Lynch 1999 - 2000
Skills
Financial Analysis, Process Improvement, Financial Modeling, Data Analysis, Forecasting, Access, Budgets, Accounting, Analysis, Insurance, Microsoft Excel, Managed Care, Medicare, Competitive Analysis, Software Documentation, Healthcare, Variance Analysis, Account Reconciliation, Health Insurance, HIPAA, Accounts Payable, Business Analysis
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2003
MBA, Finance/Accounting
Kent State University 1997 — 2001
BBA, Business Management, IT, Finance
Prime Therapeutics January 2014 - Present
MedSolutions January 2012 - January 2014
Physicians United Plan May 2011 - January 2012
Physicians United Plan January 2009 - May 2011
Starwood Vacation Ownership August 2006 - November 2008
FedEx Services February 2005 - August 2006
National City Bank June 2001 - September 2004
Merrill Lynch 1999 - 2000
Skills
Financial Analysis, Process Improvement, Financial Modeling, Data Analysis, Forecasting, Access, Budgets, Accounting, Analysis, Insurance, Microsoft Excel, Managed Care, Medicare, Competitive Analysis, Software Documentation, Healthcare, Variance Analysis, Account Reconciliation, Health Insurance, HIPAA, Accounts Payable, Business Analysis
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2003
MBA, Finance/Accounting
Kent State University 1997 — 2001
BBA, Business Management, IT, Finance
Steve Ajmeri, CBAP, PMP's Merrill Lynch Experience June 1995 - June 1996
Job Requirements Analyst at Navy Federal Credit Union
Industry Financial Services
Experience
Navy Federal Credit Union January 2014 - March 2015
MedStar Academy November 2012 - January 2014
Avtech Institute of Technology May 2011 - January 2013
Healthfirst December 2011 - November 2012
United Parcel Service November 2007 - December 2011
CDG Management LLC May 2006 - November 2007
Systech Solutions, Inc September 2005 - April 2006
Associated Retail/Enterprises, Inc September 1996 - August 2005
Merrill Lynch June 1995 - June 1996
Christian Dior January 1995 - June 1995
Skills
Business Analysis, MS Project, MS Visio, Microsoft Excel, Instructor-led Training, Business Process..., Enterprise Software, Enterprise Content..., Access Control..., Project Management, Case Complete..., Blueprint, Compliance PCI, Identity Management
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Accounting and Finance
University of Essex
BA, Economics
Navy Federal Credit Union January 2014 - March 2015
MedStar Academy November 2012 - January 2014
Avtech Institute of Technology May 2011 - January 2013
Healthfirst December 2011 - November 2012
United Parcel Service November 2007 - December 2011
CDG Management LLC May 2006 - November 2007
Systech Solutions, Inc September 2005 - April 2006
Associated Retail/Enterprises, Inc September 1996 - August 2005
Merrill Lynch June 1995 - June 1996
Christian Dior January 1995 - June 1995
Skills
Business Analysis, MS Project, MS Visio, Microsoft Excel, Instructor-led Training, Business Process..., Enterprise Software, Enterprise Content..., Access Control..., Project Management, Case Complete..., Blueprint, Compliance PCI, Identity Management
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Accounting and Finance
University of Essex
BA, Economics
Ali Capoun's Merrill Lynch Experience 2000 - 2001
Job Water Quality Coordinator at Summit County Public Health
Industry Government Administration
Experience
Summit County Public Health May 2014 - Present
Summit County Public Health February 2012 - May 2014
Summit County Public Health May 2010 - January 2012
Summit County Health District February 2001 - May 2010
Merrill Lynch 2000 - 2001
Skills
Incident Command, Emergency Management, Grant Writing, Public Health, Government, Environmental Health, HSEEP, Grants, Public Speaking, Organization, Coordination, Writing, Problem Solving, Public Safety, Epidemiology, EMS, Program Evaluation, Healthcare, Community Health, NIMS, Policy, Homeland Security, Community Outreach, Preparedness, Emergency Services, Emergency Planning
Education
Kent State University
Bachelor of Arts (BA), English
Summit County Public Health May 2014 - Present
Summit County Public Health February 2012 - May 2014
Summit County Public Health May 2010 - January 2012
Summit County Health District February 2001 - May 2010
Merrill Lynch 2000 - 2001
Skills
Incident Command, Emergency Management, Grant Writing, Public Health, Government, Environmental Health, HSEEP, Grants, Public Speaking, Organization, Coordination, Writing, Problem Solving, Public Safety, Epidemiology, EMS, Program Evaluation, Healthcare, Community Health, NIMS, Policy, Homeland Security, Community Outreach, Preparedness, Emergency Services, Emergency Planning
Education
Kent State University
Bachelor of Arts (BA), English
huma khalique's Merrill Lynch Experience September 2006 - January 2007
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2006 - January 2007
Education
Kennesaw State University 2001 — 2006
Bachelor's, Finance
Merrill Lynch September 2006 - January 2007
Education
Kennesaw State University 2001 — 2006
Bachelor's, Finance
Raghavashyam Dhurbakula's Merrill Lynch Experience 2006 - 2009
Job Assistant Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2011 - Present
Bank of America August 2009 - October 2011
Blue Cross and Blue Shield of Florida April 2009 - August 2009
Merrill Lynch 2006 - 2009
Net Solutions FZ LLC August 2003 - June 2006
Future Focus infotech Pvt Ltd October 2000 - November 2002
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Vendor Management, SQL, Agile Methodologies, Oracle, Microsoft SQL Server, Business Intelligence, Unix, Enterprise Architecture, SOA, Requirements Gathering
Education
University of Mysore 1996 — 2000
BE, Mechanical
Kendriya Vidyalaya 1985 — 1994
Bank of America July 2011 - Present
Bank of America August 2009 - October 2011
Blue Cross and Blue Shield of Florida April 2009 - August 2009
Merrill Lynch 2006 - 2009
Net Solutions FZ LLC August 2003 - June 2006
Future Focus infotech Pvt Ltd October 2000 - November 2002
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Vendor Management, SQL, Agile Methodologies, Oracle, Microsoft SQL Server, Business Intelligence, Unix, Enterprise Architecture, SOA, Requirements Gathering
Education
University of Mysore 1996 — 2000
BE, Mechanical
Kendriya Vidyalaya 1985 — 1994
Michael Chatman's Merrill Lynch Experience September 2001 - May 2002
Job Credit Sales at BNP Paribas
Industry Investment Management
Experience
BNP Paribas September 2014 - Present
Deutsche Bank June 2010 - July 2014
UBS Investment Bank March 2006 - February 2009
UBS October 2003 - March 2006
Intercapital January 2003 - October 2003
Merrill Lynch September 2001 - May 2002
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & International Business
Rutgers University-New Brunswick 1994 — 1996
BA, Economics & Statistics
Kent State University 1992 — 1994
Bachelor of Arts (B.A.), Economics
BNP Paribas September 2014 - Present
Deutsche Bank June 2010 - July 2014
UBS Investment Bank March 2006 - February 2009
UBS October 2003 - March 2006
Intercapital January 2003 - October 2003
Merrill Lynch September 2001 - May 2002
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & International Business
Rutgers University-New Brunswick 1994 — 1996
BA, Economics & Statistics
Kent State University 1992 — 1994
Bachelor of Arts (B.A.), Economics
Chris Hynek's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Franklin American Mortgage Company August 2010 - February 2011
Plaza Home Mortgage June 2009 - January 2010
MetLife Home Loans 2008 - 2009
Wachovia Dealer Services 2008 - 2008
Wells Fargo Home Mortgage 2008 - 2008
Bank of America 2002 - 2007
SunTrust Mortgage 1997 - 2002
Education
Kennesaw State University - Michael J. Coles College of Business 1988 — 1994
BBA, Business Management
MHS
Merrill Lynch August 2011 - Present
Franklin American Mortgage Company August 2010 - February 2011
Plaza Home Mortgage June 2009 - January 2010
MetLife Home Loans 2008 - 2009
Wachovia Dealer Services 2008 - 2008
Wells Fargo Home Mortgage 2008 - 2008
Bank of America 2002 - 2007
SunTrust Mortgage 1997 - 2002
Education
Kennesaw State University - Michael J. Coles College of Business 1988 — 1994
BBA, Business Management
MHS
Stephanie Mays-Evans's Merrill Lynch Experience February 2014 - Present
Job Visionary Associate Administrative Manager
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch October 2011 - Present
3M Unitek January 2008 - May 2010
3M Unitek January 2007 - December 2007
3M May 2006 - August 2006
Skills
Customer Relations, Healthcare, Six Sigma, Strategic Planning, Public Speaking, Financial Advisory, 401 K Rollovers, 529 Plans, Wealth Management, Sales Management, Hospitals, Training, Account Management, Marketing, Market Planning, Medical Devices, Cold Calling, Event Planning, Marketing Strategy, Microsoft Excel, Philanthropy, Marketing Communications, Newsletter Production, Corporate Events, Coordinating Events, Budget Monitoring, Seminars, Client Relations Skills, Microsoft Office, Customer Service, Survey Design, Strategic Financial..., Budgets, CRM, Sales
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Healthcare Administration
Xavier University of Louisiana 2002 — 2006
Bachelor of Arts, Biology (major)/ Sales and Marketing (minor)
Merrill Lynch February 2014 - Present
Merrill Lynch October 2011 - Present
3M Unitek January 2008 - May 2010
3M Unitek January 2007 - December 2007
3M May 2006 - August 2006
Skills
Customer Relations, Healthcare, Six Sigma, Strategic Planning, Public Speaking, Financial Advisory, 401 K Rollovers, 529 Plans, Wealth Management, Sales Management, Hospitals, Training, Account Management, Marketing, Market Planning, Medical Devices, Cold Calling, Event Planning, Marketing Strategy, Microsoft Excel, Philanthropy, Marketing Communications, Newsletter Production, Corporate Events, Coordinating Events, Budget Monitoring, Seminars, Client Relations Skills, Microsoft Office, Customer Service, Survey Design, Strategic Financial..., Budgets, CRM, Sales
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Healthcare Administration
Xavier University of Louisiana 2002 — 2006
Bachelor of Arts, Biology (major)/ Sales and Marketing (minor)
Wade Roberts's Merrill Lynch Experience June 2009 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
Wells Fargo Advisors June 2003 - June 2009
Skills
Series 65, Series 7
Education
Kennesaw State University - Michael J. Coles College of Business 1989 — 1992
Bachelor's degree, Marketing/Marketing Management, General
Middle Georgia College 1987 — 1989
Merrill Lynch June 2009 - Present
Wells Fargo Advisors June 2003 - June 2009
Skills
Series 65, Series 7
Education
Kennesaw State University - Michael J. Coles College of Business 1989 — 1992
Bachelor's degree, Marketing/Marketing Management, General
Middle Georgia College 1987 — 1989
Nancy Gelpi's Merrill Lynch Experience 2005 - 2008
Job Office Manager at The Gelpi Law Firm
Industry Law Practice
Experience
The Gelpi Law Firm August 2014 - Present
Gelpi Estates January 2010 - Present
The Hartford 2008 - January 2010
Merrill Lynch 2005 - 2008
AMVESCAP Retirement 2003 - 2005
AMVESCAP Retirement 2002 - 2003
INVESCO Retirement, Inc. 2000 - 2002
Skills
Investments, Business Planning, CRM, Mutual Funds, Series 7, Retirement Planning, Retirement, Relationship Management, Employee Benefits, Process Improvement, Strategy, Small Business
Education
Oglethorpe University 1994 — 1998
B.S., Business Administration
Kennesaw State University 2010 — 2011
Paralegal
The Gelpi Law Firm August 2014 - Present
Gelpi Estates January 2010 - Present
The Hartford 2008 - January 2010
Merrill Lynch 2005 - 2008
AMVESCAP Retirement 2003 - 2005
AMVESCAP Retirement 2002 - 2003
INVESCO Retirement, Inc. 2000 - 2002
Skills
Investments, Business Planning, CRM, Mutual Funds, Series 7, Retirement Planning, Retirement, Relationship Management, Employee Benefits, Process Improvement, Strategy, Small Business
Education
Oglethorpe University 1994 — 1998
B.S., Business Administration
Kennesaw State University 2010 — 2011
Paralegal
Alice Stephens, MAcc's Merrill Lynch Experience January 2005 - May 2005
Job Senior Accountant
Industry Accounting
Experience
MLK Center June 2013 - Present
Kellen Company December 2011 - June 2013
Cartersville Medical Center May 2011 - December 2011
KPMG March 2007 - January 2009
H&R Block January 2004 - April 2007
Merrill Lynch January 2005 - May 2005
Skills
Accounting, Tax Preparation, Financial Analysis, Financial Reporting, Financial Statements, Tax, Financial Accounting, General Ledger, Access, QuickBooks, Account Reconciliation, CPA, GAAP, Accounts Receivable, Budgets, Payroll
Education
Mercer University - Stetson School of Business and Economics 2013 — 2015
Master of Accountancy, Accounting
Kennesaw State University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
MLK Center June 2013 - Present
Kellen Company December 2011 - June 2013
Cartersville Medical Center May 2011 - December 2011
KPMG March 2007 - January 2009
H&R Block January 2004 - April 2007
Merrill Lynch January 2005 - May 2005
Skills
Accounting, Tax Preparation, Financial Analysis, Financial Reporting, Financial Statements, Tax, Financial Accounting, General Ledger, Access, QuickBooks, Account Reconciliation, CPA, GAAP, Accounts Receivable, Budgets, Payroll
Education
Mercer University - Stetson School of Business and Economics 2013 — 2015
Master of Accountancy, Accounting
Kennesaw State University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
walker bagby's Merrill Lynch Experience Floor Trader CBOTGertenberg and Co. EDF Mann Group First American1982 - 2004
Job financial advisor at merrill lynch
Industry Financial Services
Experience
merrill lynch Floor Trader CBOTGertenberg and Co. EDF Mann Group First American1982 - 2004
Education
Kenyon College 1977 — 1981
psychology, Economics
merrill lynch Floor Trader CBOTGertenberg and Co. EDF Mann Group First American1982 - 2004
Education
Kenyon College 1977 — 1981
psychology, Economics
Soumen Giri's Merrill Lynch Experience August 2007 - September 2008
Job Equity Trading Operations, Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2008 - Present
Merrill Lynch August 2007 - September 2008
Citi December 2006 - July 2007
Skills
Trading Systems, Derivatives, Equities, Fixed Income, Investment Banking, Capital Markets, Business Analysis, Risk Management, SDLC, Equity Trading, Electronic Trading, Unix, Requirements Analysis, Requirements Gathering, Financial Services, User Acceptance Testing
Education
West Bengal University of Technology 2002 — 2006
B.Tech, Electronics and Communications Engg.
Kendriya Vidyalaya 1990 — 2002
Bank of America September 2008 - Present
Merrill Lynch August 2007 - September 2008
Citi December 2006 - July 2007
Skills
Trading Systems, Derivatives, Equities, Fixed Income, Investment Banking, Capital Markets, Business Analysis, Risk Management, SDLC, Equity Trading, Electronic Trading, Unix, Requirements Analysis, Requirements Gathering, Financial Services, User Acceptance Testing
Education
West Bengal University of Technology 2002 — 2006
B.Tech, Electronics and Communications Engg.
Kendriya Vidyalaya 1990 — 2002
Leaha Rice's Merrill Lynch Experience 1986 - 1990
Job CPA, Certified Financial Planner, and Personal Financial Specialist
Industry Accounting
Experience
Windham Brannon December 2000 - Present
SunTrust Bank 1997 - 2000
Fortis Benefits 1991 - 1997
Merrill Lynch 1986 - 1990
Skills
Corporate Tax, Income Tax, Tax, Partnership Taxation, Accounting, CPA, Tax Preparation, Financial Reporting, GAAP, Internal Controls, QuickBooks, Forensic Accounting, Auditing, High Net Worth..., Financial Accounting, Assurance, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Statements, Tax Research, Tax Returns, Estate Planning
Education
Kennesaw State University 1993 — 1997
BBA, Accounting
Windham Brannon December 2000 - Present
SunTrust Bank 1997 - 2000
Fortis Benefits 1991 - 1997
Merrill Lynch 1986 - 1990
Skills
Corporate Tax, Income Tax, Tax, Partnership Taxation, Accounting, CPA, Tax Preparation, Financial Reporting, GAAP, Internal Controls, QuickBooks, Forensic Accounting, Auditing, High Net Worth..., Financial Accounting, Assurance, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Statements, Tax Research, Tax Returns, Estate Planning
Education
Kennesaw State University 1993 — 1997
BBA, Accounting
Christine (Tanjic) (Tanjic) Milton's Merrill Lynch Experience April 2005 - November 2006
Job Sr. Loan Portfolio Manager/Officer at Centier Bank
Industry Banking
Experience
Centier Bank June 2012 - Present
Citizens Financial Bank November 2006 - May 2012
Merrill Lynch April 2005 - November 2006
First Midwest Bank April 2004 - April 2005
GreatBanc, Inc. May 1994 - April 2004
Skills
Credit Analysis, Commercial Banking, Banking, Small Business Lending, Commercial Lending, Credit, Loans, Financial Analysis, Portfolio Management, Underwriting, Mortgage Lending, Finance, Loan Origination, Credit Risk, Consumer Lending
Education
Keller Graduate School of Management of DeVry University 2001 — 2005
Master, Business Administration
University of St. Francis 1997 — 2001
Bachelor's degree, Finance, General
Centier Bank June 2012 - Present
Citizens Financial Bank November 2006 - May 2012
Merrill Lynch April 2005 - November 2006
First Midwest Bank April 2004 - April 2005
GreatBanc, Inc. May 1994 - April 2004
Skills
Credit Analysis, Commercial Banking, Banking, Small Business Lending, Commercial Lending, Credit, Loans, Financial Analysis, Portfolio Management, Underwriting, Mortgage Lending, Finance, Loan Origination, Credit Risk, Consumer Lending
Education
Keller Graduate School of Management of DeVry University 2001 — 2005
Master, Business Administration
University of St. Francis 1997 — 2001
Bachelor's degree, Finance, General
Tom Wiegand's Merrill Lynch Experience February 2011 - May 2012
Job Internal Wholesaler at Capital Group
Industry Investment Management
Experience
American Funds June 2014 - Present
Merrill Edge May 2012 - May 2014
Merrill Lynch February 2011 - May 2012
Coastal Carolina University June 2010 - February 2011
Wasserman Media Group October 2008 - May 2010
Skills
Financial Management..., Sales Leadership..., Sales, Consulting, Contract Negotiation, Business Relationship..., Stock Market, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Series 7, Mutual Funds, Retirement, Investment Advisory, Sports Marketing, Start-ups, Bonds, 401k, FINRA, Securities, IRAs, ETFs, Fixed Income, Asset Allocation, Finance, Asset Management
Education
Kent State University 2003 — 2008
Bachelors, Business Management and Marketing with Focuses in Finance and Accounting
American Funds June 2014 - Present
Merrill Edge May 2012 - May 2014
Merrill Lynch February 2011 - May 2012
Coastal Carolina University June 2010 - February 2011
Wasserman Media Group October 2008 - May 2010
Skills
Financial Management..., Sales Leadership..., Sales, Consulting, Contract Negotiation, Business Relationship..., Stock Market, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Series 7, Mutual Funds, Retirement, Investment Advisory, Sports Marketing, Start-ups, Bonds, 401k, FINRA, Securities, IRAs, ETFs, Fixed Income, Asset Allocation, Finance, Asset Management
Education
Kent State University 2003 — 2008
Bachelors, Business Management and Marketing with Focuses in Finance and Accounting
Slayden Lee's Merrill Lynch Experience June 2011 - December 2012
Job Data Analyst at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting September 2013 - Present
Hewitt EnnisKnupp Inc., An Aon Company February 2013 - September 2013
Merrill Lynch June 2011 - December 2012
The Henssler Financial Group February 2011 - June 2011
Bank of America June 2008 - April 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Research, SQL, Access Database, Charles River IMS, Eagle PACE, Process Improvement, Python, Statistics
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Aon Hewitt Investment Consulting September 2013 - Present
Hewitt EnnisKnupp Inc., An Aon Company February 2013 - September 2013
Merrill Lynch June 2011 - December 2012
The Henssler Financial Group February 2011 - June 2011
Bank of America June 2008 - April 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Research, SQL, Access Database, Charles River IMS, Eagle PACE, Process Improvement, Python, Statistics
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Therese Campbell's Merrill Lynch Experience March 1998 - August 2003
Job Administrative Assistant at Community Health Information Collaborative
Industry Health, Wellness and Fitness
Experience
Community Health Information Collaborative January 2005 - Present
Merrill Lynch March 1998 - August 2003
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML
Education
Kent State University
St. John's College Cleveland
BSE, Elementary Education and Teaching, 1,2,3,5,8,
Community Health Information Collaborative January 2005 - Present
Merrill Lynch March 1998 - August 2003
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML
Education
Kent State University
St. John's College Cleveland
BSE, Elementary Education and Teaching, 1,2,3,5,8,
John Reddington's Merrill Lynch Experience 1989 - 2009
Job First VP, Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch 1989 - 2009
Education
Kettering University
Bachelors Degree, Industrial Engineering
UBS January 2009 - Present
Merrill Lynch 1989 - 2009
Education
Kettering University
Bachelors Degree, Industrial Engineering
Julie Dorsey, PHR's Merrill Lynch Experience October 2010 - October 2011
Job HR Generalist (contract) at Siemens Healthcare
Industry Human Resources
Experience
Siemens Healthcare July 2015 - Present
Veritext Legal Solutions June 2013 - June 2015
TM Forum November 2011 - June 2013
Merrill Lynch October 2010 - October 2011
Evex Analytical Inc. June 2010 - October 2010
King's College Office of Career Planning September 2009 - December 2009
Airfield Trust June 2009 - July 2009
Skills
Customer Service, Human Resources, Performance Management, PowerPoint, Outlook, Siebel, Onboarding, Microsoft Excel, Employee Benefits, Microsoft Office Xp, Training, Excel, Word, ADP, ACT, ADP Payroll, Microsoft Word, Interviews, Payroll, New Hire Orientations, SharePoint, SurveyMonkey, On-boarding, PeopleSoft, Visyo, Global Talent..., Vendor Management, Screening Resumes, Background Checks, Internet Recruiting, HR Policies, Exit Interviews, Salesforce.com, Applicant Tracking..., 401k, Organizational..., Employee Engagement, Employee Relations, Succession Planning, PHR
Education
King's College 2006 — 2010
BS, Business Administration, Human Resources Management
IES study abroad summer internship program: Dublin Ireland 2009 — 2009
International Business Marketing Internship
Hillsborough High School 2002 — 2006
High school diploma
Siemens Healthcare July 2015 - Present
Veritext Legal Solutions June 2013 - June 2015
TM Forum November 2011 - June 2013
Merrill Lynch October 2010 - October 2011
Evex Analytical Inc. June 2010 - October 2010
King's College Office of Career Planning September 2009 - December 2009
Airfield Trust June 2009 - July 2009
Skills
Customer Service, Human Resources, Performance Management, PowerPoint, Outlook, Siebel, Onboarding, Microsoft Excel, Employee Benefits, Microsoft Office Xp, Training, Excel, Word, ADP, ACT, ADP Payroll, Microsoft Word, Interviews, Payroll, New Hire Orientations, SharePoint, SurveyMonkey, On-boarding, PeopleSoft, Visyo, Global Talent..., Vendor Management, Screening Resumes, Background Checks, Internet Recruiting, HR Policies, Exit Interviews, Salesforce.com, Applicant Tracking..., 401k, Organizational..., Employee Engagement, Employee Relations, Succession Planning, PHR
Education
King's College 2006 — 2010
BS, Business Administration, Human Resources Management
IES study abroad summer internship program: Dublin Ireland 2009 — 2009
International Business Marketing Internship
Hillsborough High School 2002 — 2006
High school diploma
Shannon Davidson's Merrill Lynch Experience 1998 - 2003
Job Sales Representative
Industry Machinery
Experience
Diamond America Corp. January 2009 - Present
Akron Specialized Products 2008 - Present
TOWPATH MOTORS April 2003 - January 2008
Merrill Lynch 1998 - 2003
Skills
Process Improvement, Negotiation, Manufacturing, Lean Manufacturing, Extrusion, Adhesives, Product Development, Forecasting, Sales Management, Engineering, Strategic Planning, Six Sigma, Purchasing, Continuous Improvement, Competitive Analysis, Procurement, Budgets, Business Strategy, Operations Management, Contract Negotiation, Sales Operations, New Business Development, Team Building, Supply Chain Management, Project Management, Plastics, Account Management, Microsoft Excel, Business Planning, Automotive, Key Account Management, Selling, Direct Sales, Supply Chain, Manufacturing..., Polymers, Cross-functional Team..., Project Planning, Territory..., Technical Product Sales, Market Development, Sales Presentations, Team Leadership, Pricing, Value Selling, Customer Service, Start-ups, International Sales, Coatings, Executive Management
Education
Kent State University 1997 — 2003
FINANCE
Diamond America Corp. January 2009 - Present
Akron Specialized Products 2008 - Present
TOWPATH MOTORS April 2003 - January 2008
Merrill Lynch 1998 - 2003
Skills
Process Improvement, Negotiation, Manufacturing, Lean Manufacturing, Extrusion, Adhesives, Product Development, Forecasting, Sales Management, Engineering, Strategic Planning, Six Sigma, Purchasing, Continuous Improvement, Competitive Analysis, Procurement, Budgets, Business Strategy, Operations Management, Contract Negotiation, Sales Operations, New Business Development, Team Building, Supply Chain Management, Project Management, Plastics, Account Management, Microsoft Excel, Business Planning, Automotive, Key Account Management, Selling, Direct Sales, Supply Chain, Manufacturing..., Polymers, Cross-functional Team..., Project Planning, Territory..., Technical Product Sales, Market Development, Sales Presentations, Team Leadership, Pricing, Value Selling, Customer Service, Start-ups, International Sales, Coatings, Executive Management
Education
Kent State University 1997 — 2003
FINANCE
KEVIN L KUBICKI's Merrill Lynch Experience May 1989 - April 1991
Job
Industry Financial Services
Experience
Kubicki Financial/KAM Group, LLC January 2000 - Present
Giorgio Associates April 1993 - January 2000
Prudential Securities May 1991 - June 1993
Merrill Lynch May 1989 - April 1991
Skills
Customer Service, New Business Development, Business Strategy, Budgets, Financial Analysis, Insurance, Process Improvement, Sales, Negotiation, Project Management, Management, Marketing, Small Business, Business Planning
Education
Marywood University 1985 — 1997
MPA, Administration
King's College 1981 — 1985
B.A.
Kubicki Financial/KAM Group, LLC January 2000 - Present
Giorgio Associates April 1993 - January 2000
Prudential Securities May 1991 - June 1993
Merrill Lynch May 1989 - April 1991
Skills
Customer Service, New Business Development, Business Strategy, Budgets, Financial Analysis, Insurance, Process Improvement, Sales, Negotiation, Project Management, Management, Marketing, Small Business, Business Planning
Education
Marywood University 1985 — 1997
MPA, Administration
King's College 1981 — 1985
B.A.
Justin Fornataro's Merrill Lynch Experience June 2011 - January 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Merrill Lynch June 2011 - January 2013
National Commercial Lending May 2010 - May 2011
Great Springwater June 2009 - May 2010
Skills
Commercial Lending, Financial Analysis, Investments, Commercial Mortgages, Retirement Planning, Banking, Financial Services, Credit, Equities, Portfolio Management, Finance, Mutual Funds, Loans, Mortgage Lending, Series 7, Relationship Management, Data Analysis, Strategic Financial...
Education
King's College 2008 — 2010
Masters of Science, Healthcare Administration
King's College 2007 — 2008
Bachelor's of Science, Finance
Wells Fargo January 2013 - Present
Merrill Lynch June 2011 - January 2013
National Commercial Lending May 2010 - May 2011
Great Springwater June 2009 - May 2010
Skills
Commercial Lending, Financial Analysis, Investments, Commercial Mortgages, Retirement Planning, Banking, Financial Services, Credit, Equities, Portfolio Management, Finance, Mutual Funds, Loans, Mortgage Lending, Series 7, Relationship Management, Data Analysis, Strategic Financial...
Education
King's College 2008 — 2010
Masters of Science, Healthcare Administration
King's College 2007 — 2008
Bachelor's of Science, Finance
Karen Risch's Merrill Lynch Experience January 2002 - February 2004
Job Vice President at Goldman Sachs, TPD, COO Platform Solutions Group
Industry Investment Management
Experience
Goldman Sachs April 2015 - Present
Goldman Sachs Investment Banking Compliance February 2013 - Present
GSAM February 2004 - February 2013
Merrill Lynch January 2002 - February 2004
Skills
Asset Management, Series 7, Investments, Portfolio Management, Securities, Due Diligence, Series 63, Corporate Finance, Financial Analysis, Mutual Funds, Investment Management, Asset Allocation, Securities Regulation, Emerging Markets, Business Strategy, Management Consulting, Cash Management, FINRA, Project Management, Microsoft Excel
Education
Bronxville High School
Chapin School
Kenyon College
Goldman Sachs April 2015 - Present
Goldman Sachs Investment Banking Compliance February 2013 - Present
GSAM February 2004 - February 2013
Merrill Lynch January 2002 - February 2004
Skills
Asset Management, Series 7, Investments, Portfolio Management, Securities, Due Diligence, Series 63, Corporate Finance, Financial Analysis, Mutual Funds, Investment Management, Asset Allocation, Securities Regulation, Emerging Markets, Business Strategy, Management Consulting, Cash Management, FINRA, Project Management, Microsoft Excel
Education
Bronxville High School
Chapin School
Kenyon College
Amy Wilkie's Merrill Lynch Experience 2002 - 2007
Job Data Analyst at AT&T
Industry
Experience
AT&T September 2009 - Present
Pellerin & Salomon Real Estate Services, LLC 2007 - 2009
Merrill Lynch 2002 - 2007
Skills
Process Improvement, Property Management, Real Estate Development, Microsoft Word, Microsoft Office, Customer Service, Brokerage, Team Building, Contract Negotiation
Education
Kennesaw State University
Bachelor's Degree, Marketing
AT&T September 2009 - Present
Pellerin & Salomon Real Estate Services, LLC 2007 - 2009
Merrill Lynch 2002 - 2007
Skills
Process Improvement, Property Management, Real Estate Development, Microsoft Word, Microsoft Office, Customer Service, Brokerage, Team Building, Contract Negotiation
Education
Kennesaw State University
Bachelor's Degree, Marketing
Phyllis Stillman's Merrill Lynch Experience January 1998 - August 2006
Job Executive Office Professional
Industry Executive Office
Experience
Highland Park Public Library February 2007 - June 2011
Merrill Lynch January 1998 - August 2006
Merrill Lynch January 1996 - January 1998
Skills
Microsoft Office, Filing, Customer Service, Scheduling, Switchboard Operator
Education
National-Louis University 1993 — 1996
Human Services Development
Kendall College 1991 — 1993
Early Childhood Development
Stevenson High School 1987 — 1991
Diploma, General
Highland Park Public Library February 2007 - June 2011
Merrill Lynch January 1998 - August 2006
Merrill Lynch January 1996 - January 1998
Skills
Microsoft Office, Filing, Customer Service, Scheduling, Switchboard Operator
Education
National-Louis University 1993 — 1996
Human Services Development
Kendall College 1991 — 1993
Early Childhood Development
Stevenson High School 1987 — 1991
Diploma, General
Renee Kumar's Merrill Lynch Experience April 1996 - September 2011
Job BOA for Edward Jones
Industry Financial Services
Experience
Merrill Lynch April 1996 - September 2011
Dillard Corporation March 1994 - January 1996
Dillard Corporation February 1992 - March 1994
Skills
Investments
Education
Kent State University 1985 — 1989
Bachelor of Science, Fashion Merchandising
Warren John F. Kennedy
Merrill Lynch April 1996 - September 2011
Dillard Corporation March 1994 - January 1996
Dillard Corporation February 1992 - March 1994
Skills
Investments
Education
Kent State University 1985 — 1989
Bachelor of Science, Fashion Merchandising
Warren John F. Kennedy
Molly Cassel's Merrill Lynch Experience November 2010 - November 2011
Job Project Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch November 2010 - November 2011
Bright Horizons March 2009 - August 2010
Skills
Financial Services, Business Analysis, Change Management, Financial Analysis, Process Improvement, Risk Management, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2007 — 2008
Master's of Public Administration, Government focus
Shippensburg University of Pennsylvania 2003 — 2007
Bachelors of Science, Political Science
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch November 2010 - November 2011
Bright Horizons March 2009 - August 2010
Skills
Financial Services, Business Analysis, Change Management, Financial Analysis, Process Improvement, Risk Management, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2007 — 2008
Master's of Public Administration, Government focus
Shippensburg University of Pennsylvania 2003 — 2007
Bachelors of Science, Political Science
Michael Crowder's Merrill Lynch Experience 2001 - 2011
Job Director, Business Development at Osmose
Industry Financial Services
Experience
Osmose June 2011 - Present
Merrill Lynch 2001 - 2011
ProAct Technologies 2000 - 2001
Fidelity Investments 1993 - 2000
US Air Force Reserve 1987 - 1993
Skills
Series 7, Series 24, Series 65, Series 63, Series 6, Certified M&A..., Product Development, Product Management, Project Management, Crisis Management, M&A Modeling, Financial Modeling, Cross-functional Team..., Cross-functional..., Program Management, Risk Management, Vendor Management, Leadership, Business Development, Asset Management, Management, Process Improvement, Strategic Planning
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
Master of Business Administration (MBA), 4.0
Kennesaw State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Finance
Osmose June 2011 - Present
Merrill Lynch 2001 - 2011
ProAct Technologies 2000 - 2001
Fidelity Investments 1993 - 2000
US Air Force Reserve 1987 - 1993
Skills
Series 7, Series 24, Series 65, Series 63, Series 6, Certified M&A..., Product Development, Product Management, Project Management, Crisis Management, M&A Modeling, Financial Modeling, Cross-functional Team..., Cross-functional..., Program Management, Risk Management, Vendor Management, Leadership, Business Development, Asset Management, Management, Process Improvement, Strategic Planning
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
Master of Business Administration (MBA), 4.0
Kennesaw State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Finance
Guy Bloch's Merrill Lynch Experience November 2012 - March 2014
Job SSIS/SSRS/Sql Developer
Industry Computer Software
Experience
VyStar Credit Union March 2015 - Present
Allstate March 2014 - February 2015
Merrill Lynch November 2012 - March 2014
Rovi September 2012 - November 2012
InvestEdge, Inc. March 2012 - October 2012
Skills
Microsoft SQL Server, ssrs, Crystal Reports, Report Builder, Access, SSIS, SQL, SSRS, SDLC, Databases, T-SQL, Data Warehousing, Database Design, ETL
Education
King's College
Bachelor's degree Computer Information Systems
Kings College Pennsylvania
BA, Computer and Information Sciences, General
VyStar Credit Union March 2015 - Present
Allstate March 2014 - February 2015
Merrill Lynch November 2012 - March 2014
Rovi September 2012 - November 2012
InvestEdge, Inc. March 2012 - October 2012
Skills
Microsoft SQL Server, ssrs, Crystal Reports, Report Builder, Access, SSIS, SQL, SSRS, SDLC, Databases, T-SQL, Data Warehousing, Database Design, ETL
Education
King's College
Bachelor's degree Computer Information Systems
Kings College Pennsylvania
BA, Computer and Information Sciences, General
Chuck Jennison's Merrill Lynch Experience June 1982 - October 1985
Job National Strategic Account Manager at The SherwinWilliams Company
Industry Building Materials
Experience
The Sherwin-Williams Company National Strategic Account ManagerThe Sherwin-Williams CompanySeptember 2012 - Present
The Sherwin-Williams Company September 2002 - September 2012
The Sherwin-Williams Company April 1999 - August 2002
Merrill Lynch June 1982 - October 1985
Skills
New Business Development, Marketing Management, Strategic Planning, Product Development, Marketing Communications, Business Strategy, Building Materials, Budgets, B2B, Account Management, Product Marketing, Marketing, Sales Management, Marketing Strategy, Sales, Customer Service, Negotiation, Contract Negotiation, Sales Operations, Key Account Management, Selling, Sales Process, Market Development, Coatings, Inventory Management, Pricing, Strategy, Management, Key Account Development, P&L Management, Direct Sales, Cold Calling, Income Statement, Competitive Analysis, Sales Presentations, Forecasting, Market Planning, Business Planning, Retail, Team Building, Purchasing, Cross-functional Team..., National Accounts, Customer Satisfaction, Profit, Sales Growth, International Sales, Paint, Customer Retention, Operations Management
Education
Kent State University 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
The Ohio State University 1978 — 1979
The Sherwin-Williams Company National Strategic Account ManagerThe Sherwin-Williams CompanySeptember 2012 - Present
The Sherwin-Williams Company September 2002 - September 2012
The Sherwin-Williams Company April 1999 - August 2002
Merrill Lynch June 1982 - October 1985
Skills
New Business Development, Marketing Management, Strategic Planning, Product Development, Marketing Communications, Business Strategy, Building Materials, Budgets, B2B, Account Management, Product Marketing, Marketing, Sales Management, Marketing Strategy, Sales, Customer Service, Negotiation, Contract Negotiation, Sales Operations, Key Account Management, Selling, Sales Process, Market Development, Coatings, Inventory Management, Pricing, Strategy, Management, Key Account Development, P&L Management, Direct Sales, Cold Calling, Income Statement, Competitive Analysis, Sales Presentations, Forecasting, Market Planning, Business Planning, Retail, Team Building, Purchasing, Cross-functional Team..., National Accounts, Customer Satisfaction, Profit, Sales Growth, International Sales, Paint, Customer Retention, Operations Management
Education
Kent State University 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
The Ohio State University 1978 — 1979
Deepak Bharadia's Merrill Lynch Experience September 1997 - July 1999
Job Senior Developer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2005 - Present
Morgan Stanley - WISE/Omega 2005 - 2008
Morgan Stanley September 1999 - March 2005
Merrill Lynch September 1997 - July 1999
Skills
Unix, Autosys, Unix Shell Scripting, SQL, Sybase, DB2, C++, Perforce, Java, Automation, Perl, Data Warehousing, Database Design, Data Mining, Visio, Erwin, Software Configuration..., Microsoft SQL Server, Business Intelligence, Python, Configuration Management, Hibernate, SDLC, Shell Scripting, SOAP, Databases, ETL, JUnit, Spring, Change Management, Enterprise Architecture, XML, Requirements Analysis
Education
Kings College London
BSc, Computer Science
University of Greenwich
Master of Science (M.Sc.), Scientific & Engineering Software Technology
Morgan Stanley March 2005 - Present
Morgan Stanley - WISE/Omega 2005 - 2008
Morgan Stanley September 1999 - March 2005
Merrill Lynch September 1997 - July 1999
Skills
Unix, Autosys, Unix Shell Scripting, SQL, Sybase, DB2, C++, Perforce, Java, Automation, Perl, Data Warehousing, Database Design, Data Mining, Visio, Erwin, Software Configuration..., Microsoft SQL Server, Business Intelligence, Python, Configuration Management, Hibernate, SDLC, Shell Scripting, SOAP, Databases, ETL, JUnit, Spring, Change Management, Enterprise Architecture, XML, Requirements Analysis
Education
Kings College London
BSc, Computer Science
University of Greenwich
Master of Science (M.Sc.), Scientific & Engineering Software Technology
Warren Streater's Merrill Lynch Experience June 2009 - September 2010
Job Documents Analyst Derivatives at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
Convergys May 2013 - June 2013
Target October 2012 - June 2013
Merrill Lynch June 2009 - September 2010
Banc of America Investment Services September 2000 - June 2009
Skills
Banking, Credit, Customer Service, Merchandising, Process Improvement, Retail Banking, Risk Management, Sales
Education
King's College
Bank of America June 2013 - Present
Convergys May 2013 - June 2013
Target October 2012 - June 2013
Merrill Lynch June 2009 - September 2010
Banc of America Investment Services September 2000 - June 2009
Skills
Banking, Credit, Customer Service, Merchandising, Process Improvement, Retail Banking, Risk Management, Sales
Education
King's College
Laura Godfrey's Merrill Lynch Experience September 2001 - May 2006
Job Senior Registered Service Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2006 - Present
Merrill Lynch September 2001 - May 2006
Education
Kent State University
Raymond James Financial Inc. May 2006 - Present
Merrill Lynch September 2001 - May 2006
Education
Kent State University
Greg Skaggs's Merrill Lynch Experience January 1985 - January 1990
Job Sales and marketing
Industry Insurance
Experience
Self-employed January 1990 - Present
Merrill Lynch January 1985 - January 1990
Education
Kentucky Wesleyan College
University of Kentucky
Self-employed January 1990 - Present
Merrill Lynch January 1985 - January 1990
Education
Kentucky Wesleyan College
University of Kentucky
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank