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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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Antwan Daniels Antwan Daniels's Merrill Lynch Experience December 2012 - September 2013
Job Vice President, Financial Advisor at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2015 - Present
Morgan Stanley September 2013 - April 2015
Merrill Lynch December 2012 - September 2013
KVCR - TV & FM (PBS, NPR) December 2008 - December 2012
93.5 KDAY April 2007 - December 2008
SafeData Corporation April 2005 - April 2007
Sony Music Entertainment September 2004 - February 2005
Skills
Fixed Income, Commercial Banking, Long/Short Equity, Portfolio Management, Quantitative Risk..., Mergers & Acquisitions, Global Tactical Asset..., US Equities, FX Derivatives, Options Strategies, Private Equity, Real Estate Financing, Financial Planning, Commodity Markets, Program Trading, Liquidity Management, Investments, Public Speaking, Finance
Education
Long Island University
Business Administration
JPMorgan Chase Bank, N.A. April 2015 - Present
Morgan Stanley September 2013 - April 2015
Merrill Lynch December 2012 - September 2013
KVCR - TV & FM (PBS, NPR) December 2008 - December 2012
93.5 KDAY April 2007 - December 2008
SafeData Corporation April 2005 - April 2007
Sony Music Entertainment September 2004 - February 2005
Skills
Fixed Income, Commercial Banking, Long/Short Equity, Portfolio Management, Quantitative Risk..., Mergers & Acquisitions, Global Tactical Asset..., US Equities, FX Derivatives, Options Strategies, Private Equity, Real Estate Financing, Financial Planning, Commodity Markets, Program Trading, Liquidity Management, Investments, Public Speaking, Finance
Education
Long Island University
Business Administration
Ed Legendre Ed Legendre's Merrill Lynch Experience October 1989 - Present
Job Senior Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1989 - Present
Skills
Series 7, Series 63, Retirement Planning, Asset Allocation, Wealth Management, Separately Managed..., Retirement, Investment Advisory, Investment Strategies, Strategic Financial..., Portfolio Management, High Net Worth..., Series 65, Mutual Funds, Alternative Investments, Series 24, ETFs, Uniform Combined State..., Securities, 401k, FINRA, 529 Plans, Fixed Annuities, Investment Management, Estate Planning, IRAs, Financial Planning
Education
Louisiana State University 1975 — 1980
Nicholls State University
Bachelor of Business Administration (BBA)
Merrill Lynch October 1989 - Present
Skills
Series 7, Series 63, Retirement Planning, Asset Allocation, Wealth Management, Separately Managed..., Retirement, Investment Advisory, Investment Strategies, Strategic Financial..., Portfolio Management, High Net Worth..., Series 65, Mutual Funds, Alternative Investments, Series 24, ETFs, Uniform Combined State..., Securities, 401k, FINRA, 529 Plans, Fixed Annuities, Investment Management, Estate Planning, IRAs, Financial Planning
Education
Louisiana State University 1975 — 1980
Nicholls State University
Bachelor of Business Administration (BBA)
Dan Yates's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2011 - Present
Garden State Securities August 2009 - September 2011
Skills
Portfolio Management, Portfolio Performance..., Series 7, Series 66, Life & Health Insurance..., Variable Annuities, Long Term Care Insurance, Retirement Planning, Residential Homes, Home refinance, Uniform Combined State..., Small Business, Financial Services, Finance, Asset Allocation, Equities, High Net Worth..., 401k Rollovers
Education
Longwood University
Merrill Lynch October 2011 - Present
Garden State Securities August 2009 - September 2011
Skills
Portfolio Management, Portfolio Performance..., Series 7, Series 66, Life & Health Insurance..., Variable Annuities, Long Term Care Insurance, Retirement Planning, Residential Homes, Home refinance, Uniform Combined State..., Small Business, Financial Services, Finance, Asset Allocation, Equities, High Net Worth..., 401k Rollovers
Education
Longwood University
Kevin Hebert, CFP®, CRPC®'s Merrill Lynch Experience August 1998 - Present
Job First Vice President Wealth Management Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1998 - Present
Skills
Retirement Planning, Wealth Management, Certified Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Mutual Funds, 401k, ETFs, High Net Worth..., Financial Advisory, Investment Management, IRAs
Education
Louisiana State University
Bachelor of Science (B.S.), International Economics
Merrill Lynch August 1998 - Present
Skills
Retirement Planning, Wealth Management, Certified Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Mutual Funds, 401k, ETFs, High Net Worth..., Financial Advisory, Investment Management, IRAs
Education
Louisiana State University
Bachelor of Science (B.S.), International Economics
Bill Angel's Merrill Lynch Experience October 2004 - April 2009
Job Managing Partner, Old Course Investment Partners, LLC
Industry Financial Services
Experience
Old Course Investment Partners, LLC - Securities Offered Through LPL Financial, Member FINRA/SIPC. April 2009 - Present
Merrill Lynch October 2004 - April 2009
Morgan Stanley December 1998 - October 2004
Skills
Investments, Business Strategy, Asset Managment, Portfolio Management, Strategic Planning, Due Diligence, Equities, Strategic Financial..., Hedge Funds, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Series 7, Finance, Series 63, Investment Strategies, Insurance, Retirement Planning, Investment Advisory, Securities, Uniform Combined State..., Series 24, Fixed Income, Financial Advisory, Retirement, Fixed Annuities, Bonds, Life Insurance, Series 6, Investment Management, Estate Planning, FINRA, Trading, Relationship Management, Financial Planning
Education
LSU 1968 — 1972
Bachelor of Science (B.S.), Chemistry
Old Course Investment Partners, LLC - Securities Offered Through LPL Financial, Member FINRA/SIPC. April 2009 - Present
Merrill Lynch October 2004 - April 2009
Morgan Stanley December 1998 - October 2004
Skills
Investments, Business Strategy, Asset Managment, Portfolio Management, Strategic Planning, Due Diligence, Equities, Strategic Financial..., Hedge Funds, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Series 7, Finance, Series 63, Investment Strategies, Insurance, Retirement Planning, Investment Advisory, Securities, Uniform Combined State..., Series 24, Fixed Income, Financial Advisory, Retirement, Fixed Annuities, Bonds, Life Insurance, Series 6, Investment Management, Estate Planning, FINRA, Trading, Relationship Management, Financial Planning
Education
LSU 1968 — 1972
Bachelor of Science (B.S.), Chemistry
Angela Reeves's Merrill Lynch Experience May 2000 - November 2002
Job National Account Manager at CBC Companies
Industry Financial Services
Experience
CBC Companies January 2011 - Present
Sabal Palm Bank 2007 - 2010
CBC Companies June 2006 - October 2007
Encore Bank 2002 - 2006
Merrill Lynch May 2000 - November 2002
Bank One 1996 - 1999
Skills
Account Management, Real Estate, Marketing, Leadership, Business Development, Social Networking, Financial Services, Customer Satisfaction, Selling, Cold Calling, Customer Retention, Sales Process, Lead Generation, Mortgage Banking, Sales Presentations, Negotiation, Residential Mortgages, Refinance, Management, Sales, Customer Service
Education
Louisiana State University 1995 — 1999
BA, English, Psychology, History
University of Louisiana at Monroe
CBC Companies January 2011 - Present
Sabal Palm Bank 2007 - 2010
CBC Companies June 2006 - October 2007
Encore Bank 2002 - 2006
Merrill Lynch May 2000 - November 2002
Bank One 1996 - 1999
Skills
Account Management, Real Estate, Marketing, Leadership, Business Development, Social Networking, Financial Services, Customer Satisfaction, Selling, Cold Calling, Customer Retention, Sales Process, Lead Generation, Mortgage Banking, Sales Presentations, Negotiation, Residential Mortgages, Refinance, Management, Sales, Customer Service
Education
Louisiana State University 1995 — 1999
BA, English, Psychology, History
University of Louisiana at Monroe
Joseph Dearman's Merrill Lynch Experience May 2015 - August 2015
Job Financial Advisor Intern at Merrill Lynch
Industry Financial Services
Experience
The House in Tigerland February 2013 - Present
Merrill Lynch May 2015 - August 2015
Lambda Chi Alpha Fraternity, Upsilon Zeta Chapter December 2011 - December 2014
Lambda Chi Alpha Fraternity, Upsilon Zeta Chapter December 2012 - December 2013
Lambda Chi Alpha Fraternity, Upsilon Zeta Chapter December 2011 - December 2013
Education
Louisiana State University 2010 — 2016
Bachelor of Sciences, Finance/ CFP Board-Registered Program Student
The House in Tigerland February 2013 - Present
Merrill Lynch May 2015 - August 2015
Lambda Chi Alpha Fraternity, Upsilon Zeta Chapter December 2011 - December 2014
Lambda Chi Alpha Fraternity, Upsilon Zeta Chapter December 2012 - December 2013
Lambda Chi Alpha Fraternity, Upsilon Zeta Chapter December 2011 - December 2013
Education
Louisiana State University 2010 — 2016
Bachelor of Sciences, Finance/ CFP Board-Registered Program Student
Austin Upton's Merrill Lynch Experience June 2015 - August 2015
Job Student at Louisiana State University
Industry Financial Services
Experience
AirUp Vending Services January 2014 - Present
Merrill Lynch June 2015 - August 2015
Alamo Drafthouse Cinemas June 2013 - December 2013
Mangerie's Pizza Cafe August 2011 - August 2012
Skills
Intrapersonal Skills, Customer Service, PowerPoint, Leadership
Education
Louisiana State University 2012 — 2016
Finance and Financial Management Services
AirUp Vending Services January 2014 - Present
Merrill Lynch June 2015 - August 2015
Alamo Drafthouse Cinemas June 2013 - December 2013
Mangerie's Pizza Cafe August 2011 - August 2012
Skills
Intrapersonal Skills, Customer Service, PowerPoint, Leadership
Education
Louisiana State University 2012 — 2016
Finance and Financial Management Services
Alec Vicknair's Merrill Lynch Experience June 2014 - July 2014
Job Intern for Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - July 2014
Morgan Stanley Wealth Management March 2013 - December 2013
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Financial Planning, Microsoft Office, Public Speaking, Leadership, Research, Teamwork, Social Networking, Event Planning, PowerPoint, Customer Service, Social Media
Education
Louisiana State University 2012 — 2016
Financial Planning and Services, Junior
Merrill Lynch June 2014 - July 2014
Morgan Stanley Wealth Management March 2013 - December 2013
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Financial Planning, Microsoft Office, Public Speaking, Leadership, Research, Teamwork, Social Networking, Event Planning, PowerPoint, Customer Service, Social Media
Education
Louisiana State University 2012 — 2016
Financial Planning and Services, Junior
Mary Jo Schmitt Mary Jo Schmitt's Merrill Lynch Experience July 1999 - April 2001
Job Human Resources Professional
Industry Financial Services
Experience
Technology Crossover Ventures (TCV) January 2012 - Present
The Blackstone Group April 2001 - February 2011
Merrill Lynch July 1999 - April 2001
CIBC World Markets November 1998 - July 1999
Alliance Capital Management March 1990 - January 1998
Skills
Equities, Private Equity, Due Diligence, Investment Banking, Mergers, Human Resources, Talent Management, Mergers & Acquisitions, Personnel Management, Management, Talent Acquisition, HRIS
Education
Columbia University
MA, Organizational Psychology
Loras College
BA, Business
Technology Crossover Ventures (TCV) January 2012 - Present
The Blackstone Group April 2001 - February 2011
Merrill Lynch July 1999 - April 2001
CIBC World Markets November 1998 - July 1999
Alliance Capital Management March 1990 - January 1998
Skills
Equities, Private Equity, Due Diligence, Investment Banking, Mergers, Human Resources, Talent Management, Mergers & Acquisitions, Personnel Management, Management, Talent Acquisition, HRIS
Education
Columbia University
MA, Organizational Psychology
Loras College
BA, Business
Clayton J. Constant, CFP®'s Merrill Lynch Experience April 1998 - August 2012
Job Financial Planning and Portfolio Management at Bridgeline Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. August 2012 - Present
Merrill Lynch April 1998 - August 2012
Skills
Financial Planning, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Equities, Fixed Income, Alternative Investments, Series 7, Series 63, Investment Advisory, Investment Strategies, Financial Analysis
Education
Louisiana State University 1969 — 1973
UBS Financial Services Inc. August 2012 - Present
Merrill Lynch April 1998 - August 2012
Skills
Financial Planning, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Equities, Fixed Income, Alternative Investments, Series 7, Series 63, Investment Advisory, Investment Strategies, Financial Analysis
Education
Louisiana State University 1969 — 1973
Kellie Wentz Kellie Wentz's Merrill Lynch Experience May 2008 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
A.G. Edwards & Sons, Inc. June 2000 - May 2008
Gear for Sports 1993 - 1998
Skills
Financial Advisory, Series 7, Securities, Retirement Planning, Wealth Management, Mutual Funds, Retirement, IRAs, Investments, Customer Service, Equities, Wealth Management..., Trading, Relationship Management, Financial Planning, 401k Rollovers
Education
Longview Community College 1983 — 1984
AA, Liberal Arts
Northwest Missouri State University 1982 — 1983
General
Hickman Mills High School 1980 — 1982
Diploma, General
Merrill Lynch May 2008 - Present
A.G. Edwards & Sons, Inc. June 2000 - May 2008
Gear for Sports 1993 - 1998
Skills
Financial Advisory, Series 7, Securities, Retirement Planning, Wealth Management, Mutual Funds, Retirement, IRAs, Investments, Customer Service, Equities, Wealth Management..., Trading, Relationship Management, Financial Planning, 401k Rollovers
Education
Longview Community College 1983 — 1984
AA, Liberal Arts
Northwest Missouri State University 1982 — 1983
General
Hickman Mills High School 1980 — 1982
Diploma, General
Kevin B. Mashburn, CFP's Merrill Lynch Experience September 1994 - Present
Job Senior Vice President Wealth Management Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1994 - Present
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Portfolio Management
Education
Louisiana State University 1986 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Merrill Lynch September 1994 - Present
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Portfolio Management
Education
Louisiana State University 1986 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Jim Poche's Merrill Lynch Experience August 1988 - May 1992
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
JP Morgan Private Client Services May 1992 - March 2009
Merrill Lynch August 1988 - May 1992
Skills
Retirement, financial,..., Investment and..., Finance, Retirement Planning, Investments, Strategic Financial..., Credit, Mutual Funds, Financial Planning, Portfolio Management, Wealth Management, Banking, Asset Allocation, Risk Management, Management, Series 7, Financial Analysis, Asset Management
Education
Louisiana State University 1988 — 1990
MBA
Louisiana State University 1983 — 1987
BS Finance, Finance, General
Wells Fargo Advisors March 2009 - Present
JP Morgan Private Client Services May 1992 - March 2009
Merrill Lynch August 1988 - May 1992
Skills
Retirement, financial,..., Investment and..., Finance, Retirement Planning, Investments, Strategic Financial..., Credit, Mutual Funds, Financial Planning, Portfolio Management, Wealth Management, Banking, Asset Allocation, Risk Management, Management, Series 7, Financial Analysis, Asset Management
Education
Louisiana State University 1988 — 1990
MBA
Louisiana State University 1983 — 1987
BS Finance, Finance, General
Elizabeth Shoenberger's Merrill Lynch Experience June 2011 - November 2011
Job Social Studies Teacher at East Ascension High School
Industry Education Management
Experience
Ascension Parish School Board August 2014 - Present
East Baton Rouge Parish School System August 2013 - August 2014
Louisiana State University June 2012 - May 2013
Merrill Lynch June 2011 - November 2011
Center for Computation and Technology at Louisiana State University April 2009 - May 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Community Outreach, Customer Service, Social Networking, Teamwork
Education
Louisiana State University 2012 — 2013
Master of Arts in Teaching (M.A.T), Secondary Education and Teaching - Social Studies, 4.0
Louisiana State University 2007 — 2011
Bachelor of Arts (B.A.), Anthropology, 3.033
Ascension Parish School Board August 2014 - Present
East Baton Rouge Parish School System August 2013 - August 2014
Louisiana State University June 2012 - May 2013
Merrill Lynch June 2011 - November 2011
Center for Computation and Technology at Louisiana State University April 2009 - May 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Community Outreach, Customer Service, Social Networking, Teamwork
Education
Louisiana State University 2012 — 2013
Master of Arts in Teaching (M.A.T), Secondary Education and Teaching - Social Studies, 4.0
Louisiana State University 2007 — 2011
Bachelor of Arts (B.A.), Anthropology, 3.033
Daniel Texada's Merrill Lynch Experience March 2015 - Present
Job Merrill Lynch Financial Advisor
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
Smith & Nephew Orthopaedics January 2014 - March 2015
Arbor Lending Group, LLC January 2012 - January 2014
DePuy Orthopaedics January 2010 - January 2012
Merrill Lynch May 2008 - January 2010
Skills
Medical/Surgical, Medical Devices, Sales, Vendor Contracts, Networking, Mortgage Lending, Loan Origination, Residential Mortgages, Investments, Finance
Education
Louisiana State University 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
Merrill Lynch March 2015 - Present
Smith & Nephew Orthopaedics January 2014 - March 2015
Arbor Lending Group, LLC January 2012 - January 2014
DePuy Orthopaedics January 2010 - January 2012
Merrill Lynch May 2008 - January 2010
Skills
Medical/Surgical, Medical Devices, Sales, Vendor Contracts, Networking, Mortgage Lending, Loan Origination, Residential Mortgages, Investments, Finance
Education
Louisiana State University 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
Janet Geist Moore Janet Geist Moore's Merrill Lynch Experience 1988 - 1990
Job Executive Assistant to the VP of Operations and CFO, and VP for Legal Affairs, Woods Hole Oceanographic Institution
Industry Research
Experience
Woods Hole Oceanographic Institution December 2012 - Present
Woods Hole Oceanographic Institution July 2011 - December 2012
Woods Hole Oceanographic Institution April 2010 - July 2011
WHOI (Woods Hole Oceanographic Institute) October 2008 - April 2011
RR Donnelley December 2004 - September 2008
Bowne Business Solutions December 2002 - March 2004
Morgan Stanley June 1991 - December 2002
Merrill Lynch 1988 - 1990
KPMG Peat Marwick April 1988 - December 1989
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, QuarkXPress, Troubleshooting, Training, Research, Illustrator, Adobe Creative Suite, HTML, Editing, Adobe Acrobat, Project Management, Dreamweaver, Mac OS X, InDesign, Graphic Design, Management, Mac, Newsletters, OS X
Education
University of Wisconsin-Milwaukee 1992 — 1995
MFA, Drama
Stony Brook University 1979 — 1983
BA, Theater, English, Art History
Loughborough University 1981 — 1982
2nd Yr Drama, Drama
Woods Hole Oceanographic Institution December 2012 - Present
Woods Hole Oceanographic Institution July 2011 - December 2012
Woods Hole Oceanographic Institution April 2010 - July 2011
WHOI (Woods Hole Oceanographic Institute) October 2008 - April 2011
RR Donnelley December 2004 - September 2008
Bowne Business Solutions December 2002 - March 2004
Morgan Stanley June 1991 - December 2002
Merrill Lynch 1988 - 1990
KPMG Peat Marwick April 1988 - December 1989
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, QuarkXPress, Troubleshooting, Training, Research, Illustrator, Adobe Creative Suite, HTML, Editing, Adobe Acrobat, Project Management, Dreamweaver, Mac OS X, InDesign, Graphic Design, Management, Mac, Newsletters, OS X
Education
University of Wisconsin-Milwaukee 1992 — 1995
MFA, Drama
Stony Brook University 1979 — 1983
BA, Theater, English, Art History
Loughborough University 1981 — 1982
2nd Yr Drama, Drama
John Polivka's Merrill Lynch Experience January 2015 - September 2015
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch January 2015 - September 2015
Merrill Lynch September 2014 - November 2014
Merrill Lynch May 2014 - August 2014
Gregg & Valby, PC May 2013 - August 2013
Skills
Interpersonal..., Social Networking, Research, Leadership, Public Speaking, Creative Direction, Interpersonal Leadership, Microsoft Excel, Management, Asset Management, Asset Allocation, Market Research, Risk Management, Risk Assessment, Financial Planning, Financial Services, Financial Modeling, Salesforce.com, Equity Research, Investments, Financial Analysis, Finance, Marketing, Microsoft Office, Customer Service, Analysis, Strategic Planning
Education
Louisiana State University 2010 — 2014
Bachelor of Arts (B.A.), Humanities
Cypress Woods High School 2006 — 2010
High School Diploma
Merrill Lynch January 2015 - September 2015
Merrill Lynch September 2014 - November 2014
Merrill Lynch May 2014 - August 2014
Gregg & Valby, PC May 2013 - August 2013
Skills
Interpersonal..., Social Networking, Research, Leadership, Public Speaking, Creative Direction, Interpersonal Leadership, Microsoft Excel, Management, Asset Management, Asset Allocation, Market Research, Risk Management, Risk Assessment, Financial Planning, Financial Services, Financial Modeling, Salesforce.com, Equity Research, Investments, Financial Analysis, Finance, Marketing, Microsoft Office, Customer Service, Analysis, Strategic Planning
Education
Louisiana State University 2010 — 2014
Bachelor of Arts (B.A.), Humanities
Cypress Woods High School 2006 — 2010
High School Diploma
William Walsh's Merrill Lynch Experience June 2012 - January 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - January 2014
JPMorgan Chase April 2000 - December 2011
JPMorgan Chase, Inc April 2000 - December 2011
No Gum Just Cards, Inc January 1990 - January 2000
Salomon Brothers January 1988 - January 1990
Salomon Brothers, Inc January 1985 - January 1988
Prudential Bache January 1984 - January 1985
Lehman Brothers 1980 - 1983
Skills
Operations Management, Middle Office, Trade Support, Syndications, Client Relations Skills, Maintaining Strong..., Change Management, ADRs, Cross-border..., Equities, Fixed Income, Exchange Connectivity, Staff Development, Staff Management, Project Planning, Compliance, Personal Training, Risk Management, Automation, International, Customer Service, Customer Support, Research, Trading, Series 7, Series 63, Settlement, Investment Banking, Proprietary Trading, Back Office, Global Custody, Derivatives, Prime Brokerage, Hedge Funds, Financial Markets, Bloomberg, Securities, Equity Trading, Trading Systems, FX Options, Options, Electronic Trading, FINRA, Securities Lending, Capital Markets, Equity Derivatives, Swaps, Asset Management, Credit Derivatives, Alternative Investments
Education
Long Island University 1974 — 1978
Bachelor of Arts, Finance
Merrill Lynch June 2012 - January 2014
JPMorgan Chase April 2000 - December 2011
JPMorgan Chase, Inc April 2000 - December 2011
No Gum Just Cards, Inc January 1990 - January 2000
Salomon Brothers January 1988 - January 1990
Salomon Brothers, Inc January 1985 - January 1988
Prudential Bache January 1984 - January 1985
Lehman Brothers 1980 - 1983
Skills
Operations Management, Middle Office, Trade Support, Syndications, Client Relations Skills, Maintaining Strong..., Change Management, ADRs, Cross-border..., Equities, Fixed Income, Exchange Connectivity, Staff Development, Staff Management, Project Planning, Compliance, Personal Training, Risk Management, Automation, International, Customer Service, Customer Support, Research, Trading, Series 7, Series 63, Settlement, Investment Banking, Proprietary Trading, Back Office, Global Custody, Derivatives, Prime Brokerage, Hedge Funds, Financial Markets, Bloomberg, Securities, Equity Trading, Trading Systems, FX Options, Options, Electronic Trading, FINRA, Securities Lending, Capital Markets, Equity Derivatives, Swaps, Asset Management, Credit Derivatives, Alternative Investments
Education
Long Island University 1974 — 1978
Bachelor of Arts, Finance
Blake Gray Blake Gray's Merrill Lynch Experience June 2009 - August 2009
Job Mortgage Loan Processor
Industry Banking
Experience
Union Mortgage Group August 2014 - Present
SunTrust Mortgage December 2012 - August 2014
SunTrust Mortgage December 2010 - December 2012
Heart of Virginia Soccer Club June 2010 - December 2011
Virginia Department Of Motor Vehicles July 2007 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
FHA, Mortgage Lending, Customer Service, Loan Servicing, Refinance, Training, Loans, Outlook, VA, Credit, Banking, Financial Analysis, Loss Mitigation, Access, Loan Origination, Finance, Microsoft Office, Management, Credit Analysis, Mortgage Banking, Underwriting, Lean Six Sigma
Education
Longwood University 2006 — 2010
BSBA, Business Management
Union Mortgage Group August 2014 - Present
SunTrust Mortgage December 2012 - August 2014
SunTrust Mortgage December 2010 - December 2012
Heart of Virginia Soccer Club June 2010 - December 2011
Virginia Department Of Motor Vehicles July 2007 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
FHA, Mortgage Lending, Customer Service, Loan Servicing, Refinance, Training, Loans, Outlook, VA, Credit, Banking, Financial Analysis, Loss Mitigation, Access, Loan Origination, Finance, Microsoft Office, Management, Credit Analysis, Mortgage Banking, Underwriting, Lean Six Sigma
Education
Longwood University 2006 — 2010
BSBA, Business Management
Erin Bailes's Merrill Lynch Experience September 2011 - December 2013
Job Client Associate at Beacon Asset Management
Industry Financial Services
Experience
Beacon Asset Management January 2014 - Present
Merrill Lynch September 2011 - December 2013
UBS April 2007 - August 2011
Merrill Lynch June 2005 - March 2007
Skills
Asset Allocation, Wealth Management, Series 7, Project Management, Microsoft Excel, Investments, Customer Service, Series 66, Risk Management, Financial Services, Leadership
Education
Louisiana State University 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Beacon Asset Management January 2014 - Present
Merrill Lynch September 2011 - December 2013
UBS April 2007 - August 2011
Merrill Lynch June 2005 - March 2007
Skills
Asset Allocation, Wealth Management, Series 7, Project Management, Microsoft Excel, Investments, Customer Service, Series 66, Risk Management, Financial Services, Leadership
Education
Louisiana State University 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Garrett Martin's Merrill Lynch Experience June 2014 - August 2014
Job LSU Campus Ambassador at EY
Industry Financial Services
Experience
EY September 2015 - Present
Long Law Firm September 2014 - Present
Sigma Chi Fraternity January 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Lumpkin Agency April 2013 - May 2014
Interfraternal Council January 2013 - December 2013
Four Seasons Hotels and Resorts May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, CRM, Time Management, Finance
Education
Louisiana State University 2011 — 2015
Finance, General
EY September 2015 - Present
Long Law Firm September 2014 - Present
Sigma Chi Fraternity January 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Lumpkin Agency April 2013 - May 2014
Interfraternal Council January 2013 - December 2013
Four Seasons Hotels and Resorts May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, CRM, Time Management, Finance
Education
Louisiana State University 2011 — 2015
Finance, General
Scott D. Steele's Merrill Lynch Experience October 2000 - December 2011
Job Regional Brokerage Manager Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Merrill Lynch October 2000 - December 2011
Bank of America October 2009 - June 2010
Education
Tulane University 1976 — 1981
Bachelor of Arts (B.A.), English Literature
Louisiana State University
Wells Fargo Advisors July 2012 - Present
Merrill Lynch October 2000 - December 2011
Bank of America October 2009 - June 2010
Education
Tulane University 1976 — 1981
Bachelor of Arts (B.A.), English Literature
Louisiana State University
Karen Shannon's Merrill Lynch Experience 1994 - 1997
Job
Industry Staffing and Recruiting
Experience
Onesource Professional Search 2014 - Present
Holy Cross Catholic Church 1999 - 2002
BBR Creative 1999 - 2001
Aggreko 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Project Planning, Project Management, Technical Recruiting, Recruiting, Microsoft Office, Energy Industry, Energy, Temporary Placement, Oil & Gas Industry, Management, Leadership, Oil & Gas
Education
Louisiana State University
Bachelor of Arts (BA), Marketing
Onesource Professional Search 2014 - Present
Holy Cross Catholic Church 1999 - 2002
BBR Creative 1999 - 2001
Aggreko 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Project Planning, Project Management, Technical Recruiting, Recruiting, Microsoft Office, Energy Industry, Energy, Temporary Placement, Oil & Gas Industry, Management, Leadership, Oil & Gas
Education
Louisiana State University
Bachelor of Arts (BA), Marketing
Austin Hebert's Merrill Lynch Experience June 2012 - August 2012
Job Benefits Contractor at FreeportMcMoRan Inc.
Industry Human Resources
Experience
Freeport-McMoRan Copper & Gold Inc. April 2014 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Integrity, Finance, Human Resources, Employee Benefits, Deferred Compensation
Education
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Brother Martin High School 2005 — 2009
Freeport-McMoRan Copper & Gold Inc. April 2014 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Integrity, Finance, Human Resources, Employee Benefits, Deferred Compensation
Education
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Brother Martin High School 2005 — 2009
Jarrett E. Cohen's Merrill Lynch Experience November 2010 - February 2015
Job Founder & Portfolio Manager at JECohen & Co., LLC
Industry Investment Management
Experience
JECohen & Co., LLC February 2015 - Present
Merrill Lynch November 2010 - February 2015
Wealth Development Strategies April 2009 - November 2010
Hornor, Townsend, & Kent April 2009 - November 2010
Deloitte & Touche August 2008 - March 2009
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation, Asset Managment, Insurance, Risk Management, Estate Planning, Real Estate Financing, Hedge Funds, Private Equity, Managed Futures, Economic Research, Athlete Representation, Series 65, Series 63, Series 7
Education
Louisiana State University 2004 — 2008
Bachelors of Science, Finance, Internal Audit
JECohen & Co., LLC February 2015 - Present
Merrill Lynch November 2010 - February 2015
Wealth Development Strategies April 2009 - November 2010
Hornor, Townsend, & Kent April 2009 - November 2010
Deloitte & Touche August 2008 - March 2009
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation, Asset Managment, Insurance, Risk Management, Estate Planning, Real Estate Financing, Hedge Funds, Private Equity, Managed Futures, Economic Research, Athlete Representation, Series 65, Series 63, Series 7
Education
Louisiana State University 2004 — 2008
Bachelors of Science, Finance, Internal Audit
Bill Swander's Merrill Lynch Experience January 2003 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2003 - Present
Skills
Strategic Financial..., Portfolio Management, Estate Planning, Life Insurance, Retirement Planning, 401k Rollovers, Asset Allocation, Insurance, Wealth, Loans, Finance, Mutual Funds, Series 7, Wealth Management
Education
University of Louisiana at Monroe
Bachelor of Business Administration (BBA)
Louisiana State University
Merrill Lynch January 2003 - Present
Skills
Strategic Financial..., Portfolio Management, Estate Planning, Life Insurance, Retirement Planning, 401k Rollovers, Asset Allocation, Insurance, Wealth, Loans, Finance, Mutual Funds, Series 7, Wealth Management
Education
University of Louisiana at Monroe
Bachelor of Business Administration (BBA)
Louisiana State University
Thomas Wren Bell's Merrill Lynch Experience September 1987 - December 2006
Job Director/Branch Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2006 - Present
Merrill Lynch September 1987 - December 2006
Skills
Series 7, Asset Management, Investment Advisory, Retirement, Series 63, Small Business, Asset Allocation, Strategic Financial..., Uniform Combined State..., Series 65
Education
Episcopal High School
Louisiana State University
BS
UBS Financial Services, Inc. December 2006 - Present
Merrill Lynch September 1987 - December 2006
Skills
Series 7, Asset Management, Investment Advisory, Retirement, Series 63, Small Business, Asset Allocation, Strategic Financial..., Uniform Combined State..., Series 65
Education
Episcopal High School
Louisiana State University
BS
Christina O'Donnell's Merrill Lynch Experience November 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Merrill Lynch 2004 - 2014
Wachovia Securities Financial Network December 2000 - September 2004
American Express May 2000 - 2000
Education
Longwood University 1996 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Merrill Lynch November 2014 - Present
Merrill Lynch 2004 - 2014
Wachovia Securities Financial Network December 2000 - September 2004
American Express May 2000 - 2000
Education
Longwood University 1996 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Gail ONeill Gail ONeill's Merrill Lynch Experience January 1997 - January 2009
Job Senior Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities January 2009 - Present
Merrill Lynch January 1997 - January 2009
Prudential Financial July 1973 - January 1997
Skills
Financial Planning, Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Portfolio Management, Alternative Investments, Securities, Asset Management, Asset Allocation, Investment Advisory, Equities, Retirement, Financial Analysis, Strategic Planning, Finance, Series 65, Strategic Financial..., Investment Management, Insurance, Leadership, Long Term Care Insurance, Asset Managment, Retirement Planning, Separately Managed..., ETFs, Investment Strategies, Fixed Income, Fixed Annuities, Estate Planning
Education
Sul Ross State University 2013 — 2016
Business Administration
LSU 1972 — 1976
Wunderlich Securities January 2009 - Present
Merrill Lynch January 1997 - January 2009
Prudential Financial July 1973 - January 1997
Skills
Financial Planning, Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Portfolio Management, Alternative Investments, Securities, Asset Management, Asset Allocation, Investment Advisory, Equities, Retirement, Financial Analysis, Strategic Planning, Finance, Series 65, Strategic Financial..., Investment Management, Insurance, Leadership, Long Term Care Insurance, Asset Managment, Retirement Planning, Separately Managed..., ETFs, Investment Strategies, Fixed Income, Fixed Annuities, Estate Planning
Education
Sul Ross State University 2013 — 2016
Business Administration
LSU 1972 — 1976
Chad Dusang's Merrill Lynch Experience 2011 - 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Merrill Lynch 2011 - 2012
JPMorgan Chase 2005 - 2011
American General Finance 2002 - 2005
Education
Louisiana State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Holy Cross High School 1990 — 1994
Ameriprise Financial Services, Inc. 2012 - Present
Merrill Lynch 2011 - 2012
JPMorgan Chase 2005 - 2011
American General Finance 2002 - 2005
Education
Louisiana State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Holy Cross High School 1990 — 1994
Art Siebert Art Siebert's Merrill Lynch Experience December 2008 - February 2009
Job Owner at SJAM LLC
Industry Individual & Family Services
Experience
SJAM LLC August 2014 - Present
SecondCenter Fiduciary December 2012 - Present
Covered California November 2013 - April 2014
New York Life Insurance Company December 2012 - February 2013
Merrill Lynch December 2008 - February 2009
Charles Schwab April 1999 - July 2008
United States Army Reserve 1971 - 1999
Skills
Life, Health, Property..., Financial Services..., Medical/Hospital..., University Teaching, Trusts, Financial Analysis, Public Speaking, Finance, Securities, Nonprofits, Strategic Planning, Investments, Management, Bonds, Leadership, Mutual Funds, Financial Planning, Retirement Planning
Education
California State University, Fullerton 2012 — 2012
Certificate, Professional Fiduciary and Conservator
UC Berkeley 1971 — 1976
Doctor of Philosophy (PhD), Zoology/Animal Biology, Ph.D.
LSU 1968 — 1971
Bachelor of Science (BS), Zoology/Animal Biology
SJAM LLC August 2014 - Present
SecondCenter Fiduciary December 2012 - Present
Covered California November 2013 - April 2014
New York Life Insurance Company December 2012 - February 2013
Merrill Lynch December 2008 - February 2009
Charles Schwab April 1999 - July 2008
United States Army Reserve 1971 - 1999
Skills
Life, Health, Property..., Financial Services..., Medical/Hospital..., University Teaching, Trusts, Financial Analysis, Public Speaking, Finance, Securities, Nonprofits, Strategic Planning, Investments, Management, Bonds, Leadership, Mutual Funds, Financial Planning, Retirement Planning
Education
California State University, Fullerton 2012 — 2012
Certificate, Professional Fiduciary and Conservator
UC Berkeley 1971 — 1976
Doctor of Philosophy (PhD), Zoology/Animal Biology, Ph.D.
LSU 1968 — 1971
Bachelor of Science (BS), Zoology/Animal Biology
Catherine Mitton's Merrill Lynch Experience September 2004 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2004 - Present
Morgan Stanley Smith Barney November 1986 - September 2004
Skills
Cash Management, Asset Management
Education
Louisiana State University
Bachelor of Arts (B.A.), Business
Merrill Lynch September 2004 - Present
Morgan Stanley Smith Barney November 1986 - September 2004
Skills
Cash Management, Asset Management
Education
Louisiana State University
Bachelor of Arts (B.A.), Business
Clark Webb, PMP, ITIL, CCM Clark Webb, PMP, ITIL, CCM's Merrill Lynch Experience 1993 - 1996
Job Lead Agency Liaison
Industry Information Technology and Services
Experience
PMI New York City Chapter January 2014 - December 2014
PMI New York City Chapter January 2013 - December 2013
PMINYC January 2010 - December 2011
NYU Medical Center 2004 - 2006
Peoplesoft 1999 - 2003
HBO 1996 - 1999
Merrill Lynch 1993 - 1996
Education
New Jersey Institute of Technology 2013 — 2014
CCM - Cloud Master Certification, Cloud Concepts
Louisiana State University
B.S., Marketing
Louisiana State University and Agricultural and Mechanical College
B.S., Marketing
PMI New York City Chapter January 2014 - December 2014
PMI New York City Chapter January 2013 - December 2013
PMINYC January 2010 - December 2011
NYU Medical Center 2004 - 2006
Peoplesoft 1999 - 2003
HBO 1996 - 1999
Merrill Lynch 1993 - 1996
Education
New Jersey Institute of Technology 2013 — 2014
CCM - Cloud Master Certification, Cloud Concepts
Louisiana State University
B.S., Marketing
Louisiana State University and Agricultural and Mechanical College
B.S., Marketing
Amy Budd's Merrill Lynch Experience 2005 - 2007
Job Account Manager at Birdsong Associates, Inc.
Industry Mechanical or Industrial Engineering
Experience
Birdsong Associates, Inc. March 2009 - Present
Paris Parker Salon & Spa September 2008 - March 2009
Pierre Deux January 2007 - November 2007
Merrill Lynch 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Management, Customer Service, Leadership, Outlook, English
Education
Louisiana State University 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Saint Scholastica Academy 1995 — 2000
Birdsong Associates, Inc. March 2009 - Present
Paris Parker Salon & Spa September 2008 - March 2009
Pierre Deux January 2007 - November 2007
Merrill Lynch 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Management, Customer Service, Leadership, Outlook, English
Education
Louisiana State University 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Saint Scholastica Academy 1995 — 2000
Heather T. Schramm, CRPC©'s Merrill Lynch Experience November 2000 - March 2014
Job Partner | Wealth Manager at Schramm Financial Group
Industry Financial Services
Experience
Schramm Financial Group March 2014 - Present
Merrill Lynch November 2000 - March 2014
Skills
Finance, Wealth Management, Investments, Retirement Planning, Wealth, Financial Planning, Relationship Management
Education
Louisiana State University 1996 — 2000
Bachelor's Degree, Finance, General
Schramm Financial Group March 2014 - Present
Merrill Lynch November 2000 - March 2014
Skills
Finance, Wealth Management, Investments, Retirement Planning, Wealth, Financial Planning, Relationship Management
Education
Louisiana State University 1996 — 2000
Bachelor's Degree, Finance, General
Anothip Zimmerman Anothip Zimmerman's Merrill Lynch Experience July 1995 - November 1999
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 1999 - Present
Merrill Lynch July 1995 - November 1999
Prudential Securities, Inc. July 1994 - June 1995
Skills
Financial Guidance, Investment Advisory, Liability Management, Risk Management, Trust/Estate Fiduciary, Wealth Accumulation, Asset Management, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Insurance, Equities, ETFs, Unit Investment Trusts, High Net Worth..., Income Protection, Mortgage Lending, Time Management, Investments
Education
Longwood University 1988 — 1992
Bachelor of Science (BS) in Business Administration, Concentration in Management
Wells Fargo Advisors, LLC November 1999 - Present
Merrill Lynch July 1995 - November 1999
Prudential Securities, Inc. July 1994 - June 1995
Skills
Financial Guidance, Investment Advisory, Liability Management, Risk Management, Trust/Estate Fiduciary, Wealth Accumulation, Asset Management, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Insurance, Equities, ETFs, Unit Investment Trusts, High Net Worth..., Income Protection, Mortgage Lending, Time Management, Investments
Education
Longwood University 1988 — 1992
Bachelor of Science (BS) in Business Administration, Concentration in Management
Benny Stewart Benny Stewart's Merrill Lynch Experience June 2011 - December 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Merrill Lynch June 2011 - December 2014
Belfonte Ice Cream and Dairy Foods September 2003 - June 2011
Belfonte Ice Cream and Dairy Foods May 2001 - September 2003
Skills
Investments, 401k Rollovers, IRAs, Sales, Finance, Wealth Management, Customer Service, Insurance, Leadership, Management, Sales Management, Team Building
Education
Longview Community College 1999 — 2002
General
Edward Jones January 2015 - Present
Merrill Lynch June 2011 - December 2014
Belfonte Ice Cream and Dairy Foods September 2003 - June 2011
Belfonte Ice Cream and Dairy Foods May 2001 - September 2003
Skills
Investments, 401k Rollovers, IRAs, Sales, Finance, Wealth Management, Customer Service, Insurance, Leadership, Management, Sales Management, Team Building
Education
Longview Community College 1999 — 2002
General
Tony Ragusa, CRPS®, ChFC®, CRPC®'s Merrill Lynch Experience September 1999 - April 2012
Job Experienced 401(k) Plan Advisor & Retirement Plan Investment Fiduciary Serving Louisiana & Mid South Region
Industry Financial Services
Experience
LPL Financial April 2012 - Present
Merrill Lynch September 1999 - April 2012
Skills
401k, Retirement Planning, Retirement Readiness, Wealth Management, Defined Benefit, Retirement Plan..., Retirement, Investment Management, (NUA) Net Unrealized..., Participant's..., Portfolio Management, Profit Sharing, Defined Contribution, Qualified Retirement..., Fiduciary, Participant Education, Executive Compensation..., Fiduciary 3(21)..., Fiduciary 3(38)..., Series 7, Equities, Fixed Income
Education
Westlake High School- Austin, Tx. Area 1983 — 1985
Louisiana State University
LPL Financial April 2012 - Present
Merrill Lynch September 1999 - April 2012
Skills
401k, Retirement Planning, Retirement Readiness, Wealth Management, Defined Benefit, Retirement Plan..., Retirement, Investment Management, (NUA) Net Unrealized..., Participant's..., Portfolio Management, Profit Sharing, Defined Contribution, Qualified Retirement..., Fiduciary, Participant Education, Executive Compensation..., Fiduciary 3(21)..., Fiduciary 3(38)..., Series 7, Equities, Fixed Income
Education
Westlake High School- Austin, Tx. Area 1983 — 1985
Louisiana State University
John Rao John Rao's Merrill Lynch Experience 1987 - 1990
Job Managing Director, Financial Services Practice Leader at Navigant
Industry Financial Services
Experience
Navigant March 2012 - Present
PWC January 2008 - January 2012
MetLife January 2002 - December 2007
MetLife January 2000 - December 2001
Fidelity Enterprise Data Systems 1997 - 1999
Chase Manhattan Bank 1990 - 1997
Merrill Lynch 1987 - 1990
EF Hutton 1981 - 1987
Skills
Financial Services, Insurance, Banking, Annuities, Retirement Planning, Operations, Technology, Management Consulting, Customer Service, Change Management, Transformation, Call Centers, M&A due diligence, M&A Integration, Project Management, Business Process..., Re-engineering, Global Operations, Product Management, Business Strategy, Business Management, BPO, Executive Management, P&L Management, Governance, Thought Leadership, Business Architecture, Operating Models, Mergers, Management, Mergers & Acquisitions, Due Diligence, Outsourcing, Operations Management, Process Improvement, Leadership, Performance Management, Start-ups, Business Process, Finance, Program Management, Financial Analysis, Consulting, Integration, Strategic Planning, Business Transformation, Forecasting, Team Management, Acquisition Integration, Recruiting
Education
Long Island University 1980 — 1983
MBA, Management and Finance
Saint Michael's College 1975 — 1979
BA, Business Administration
Navigant March 2012 - Present
PWC January 2008 - January 2012
MetLife January 2002 - December 2007
MetLife January 2000 - December 2001
Fidelity Enterprise Data Systems 1997 - 1999
Chase Manhattan Bank 1990 - 1997
Merrill Lynch 1987 - 1990
EF Hutton 1981 - 1987
Skills
Financial Services, Insurance, Banking, Annuities, Retirement Planning, Operations, Technology, Management Consulting, Customer Service, Change Management, Transformation, Call Centers, M&A due diligence, M&A Integration, Project Management, Business Process..., Re-engineering, Global Operations, Product Management, Business Strategy, Business Management, BPO, Executive Management, P&L Management, Governance, Thought Leadership, Business Architecture, Operating Models, Mergers, Management, Mergers & Acquisitions, Due Diligence, Outsourcing, Operations Management, Process Improvement, Leadership, Performance Management, Start-ups, Business Process, Finance, Program Management, Financial Analysis, Consulting, Integration, Strategic Planning, Business Transformation, Forecasting, Team Management, Acquisition Integration, Recruiting
Education
Long Island University 1980 — 1983
MBA, Management and Finance
Saint Michael's College 1975 — 1979
BA, Business Administration
Kevin Boland Kevin Boland's Merrill Lynch Experience February 2013 - April 2013
Job International Trade Analyst at Trade Commission of Peru
Industry International Trade and Development
Experience
Trade Commission of Peru June 2015 - Present
Merrill Lynch February 2013 - April 2013
KMH Financial Services May 2012 - June 2012
Skills
International Trade, Foreign Exchange, Investments, Macroeconomics, Business Strategy, International Business, Public Speaking, Latin America, Research, Spanish, Project Management, Finance, Capital Budgeting, Social Media, Bloomberg FX..., Financial Analysis, Entrepreneurship
Education
Louisiana State University 2011 — 2015
Bachelor’s Degree, Finance, GPA: 3.5/4.0, Major GPA: 3.8/4.0
Universidad Carlos III de Madrid 2014 — 2014
Academic Exchange
London School of Economics and Political Science 2012 — 2012
Academic Exchange
Trade Commission of Peru June 2015 - Present
Merrill Lynch February 2013 - April 2013
KMH Financial Services May 2012 - June 2012
Skills
International Trade, Foreign Exchange, Investments, Macroeconomics, Business Strategy, International Business, Public Speaking, Latin America, Research, Spanish, Project Management, Finance, Capital Budgeting, Social Media, Bloomberg FX..., Financial Analysis, Entrepreneurship
Education
Louisiana State University 2011 — 2015
Bachelor’s Degree, Finance, GPA: 3.5/4.0, Major GPA: 3.8/4.0
Universidad Carlos III de Madrid 2014 — 2014
Academic Exchange
London School of Economics and Political Science 2012 — 2012
Academic Exchange
Kathy Crisp Kathy Crisp's Merrill Lynch Experience December 2008 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Wells Fargo August 1997 - December 2008
RE/MAX June 1995 - May 1997
Skills
Series 66, Series 7, Series 63
Education
Lorain County Community College
Merrill Lynch December 2008 - Present
Wells Fargo August 1997 - December 2008
RE/MAX June 1995 - May 1997
Skills
Series 66, Series 7, Series 63
Education
Lorain County Community College
David Dufour David Dufour's Merrill Lynch Experience 2011 - August 2013
Job Attorney at Law
Industry Law Practice
Experience
Morgan & Morgan, P.A. August 2014 - Present
Aguiar Injury Lawyers September 2013 - August 2014
Merrill Lynch 2011 - August 2013
Infinity Services, LLC 2010 - 2011
Eastern 2007 - 2010
Skills
Securities, Series 7, Wealth Management, Civil Litigation, Litigation, Attorneys, Trial Practice, Trials, Nursing Home Neglect, Medical Malpractice, Personal Injury, Personal Injury..., Class Actions, MDL, Securities Litigation, Mediation, Arbitration, Settlement, Courts, Dispute Resolution, Legal Research, Legal Writing, Product Liability, Securities Regulation, Document Review, Litigation Support, Insurance Law, Torts, Wrongful Death
Education
Louis D. Brandeis School of Law at the University of Louisville 2004 — 2007
Doctor of Law (JD), Law
Wofford College 2000 — 2004
Bachelor of Arts (B.A.), Business Economics
Morgan & Morgan, P.A. August 2014 - Present
Aguiar Injury Lawyers September 2013 - August 2014
Merrill Lynch 2011 - August 2013
Infinity Services, LLC 2010 - 2011
Eastern 2007 - 2010
Skills
Securities, Series 7, Wealth Management, Civil Litigation, Litigation, Attorneys, Trial Practice, Trials, Nursing Home Neglect, Medical Malpractice, Personal Injury, Personal Injury..., Class Actions, MDL, Securities Litigation, Mediation, Arbitration, Settlement, Courts, Dispute Resolution, Legal Research, Legal Writing, Product Liability, Securities Regulation, Document Review, Litigation Support, Insurance Law, Torts, Wrongful Death
Education
Louis D. Brandeis School of Law at the University of Louisville 2004 — 2007
Doctor of Law (JD), Law
Wofford College 2000 — 2004
Bachelor of Arts (B.A.), Business Economics
Tim Denker, Attorney's Merrill Lynch Experience May 2006 - November 2006
Job Small Business and Estate Planning Attorney with LexLaunch.Com
Industry Law Practice
Experience
www.LexLaunch.Com February 2014 - Present
Denker Law Firm LLC December 2006 - Present
www.LawForNewFamilies.com August 2011 - Present
Merrill Lynch May 2006 - November 2006
Shook, Hardy & Bacon October 2005 - March 2006
Skills
Estate Planning, Trusts, Small Business, Contract Negotiation, Probate, Estate Law, LLC, Legal Assistance, Powers of Attorney, Wills, Guardianship, Legal Writing, Customer Service, Real Estate, Strategic Planning, Licensing, Legal Research, Leadership, Public Speaking, Marketing
Education
University of Missouri-Kansas City School of Law 2002 — 2005
Juris Doctor
University of Central Missouri 2000 — 2002
B.S., Public Relations, Criminal Justice
Longview Community College 1999 — 2002
Northwest Missouri State University 1998 — 1999
Public Relations, Pre-Law
Lee's Summit R-7 School District 1985 — 1998
High School
www.LexLaunch.Com February 2014 - Present
Denker Law Firm LLC December 2006 - Present
www.LawForNewFamilies.com August 2011 - Present
Merrill Lynch May 2006 - November 2006
Shook, Hardy & Bacon October 2005 - March 2006
Skills
Estate Planning, Trusts, Small Business, Contract Negotiation, Probate, Estate Law, LLC, Legal Assistance, Powers of Attorney, Wills, Guardianship, Legal Writing, Customer Service, Real Estate, Strategic Planning, Licensing, Legal Research, Leadership, Public Speaking, Marketing
Education
University of Missouri-Kansas City School of Law 2002 — 2005
Juris Doctor
University of Central Missouri 2000 — 2002
B.S., Public Relations, Criminal Justice
Longview Community College 1999 — 2002
Northwest Missouri State University 1998 — 1999
Public Relations, Pre-Law
Lee's Summit R-7 School District 1985 — 1998
High School
Christa Clymer's Merrill Lynch Experience January 2009 - May 2012
Job Therapist Coastal Harbor Treatment Center
Industry Mental Health Care
Experience
South University September 2012 - September 2014
Merrill Lynch January 2009 - May 2012
Skills
Art Therapy, Student Counseling, Counseling Psychology, Group Therapy, Career Counseling, Mental Health Counseling, Individual Counselling, Grief Counseling, Client Counseling, Security Management, Community Mental Health, Mental Health Care, Mental Illness, Medication Therapy..., Resume Writing, Public Speaking, Student Affairs, Higher Education, Conflict Resolution
Education
South University, Savannah GA 2012 — 2014
Clinical Mental Health Counseling, Counseling Psychology
Louisiana State University 1997 — 2002
Bachelor's degree, Mass Communication/Media Studies
South University September 2012 - September 2014
Merrill Lynch January 2009 - May 2012
Skills
Art Therapy, Student Counseling, Counseling Psychology, Group Therapy, Career Counseling, Mental Health Counseling, Individual Counselling, Grief Counseling, Client Counseling, Security Management, Community Mental Health, Mental Health Care, Mental Illness, Medication Therapy..., Resume Writing, Public Speaking, Student Affairs, Higher Education, Conflict Resolution
Education
South University, Savannah GA 2012 — 2014
Clinical Mental Health Counseling, Counseling Psychology
Louisiana State University 1997 — 2002
Bachelor's degree, Mass Communication/Media Studies
Cory Cheramie's Merrill Lynch Experience May 2011 - May 2012
Job Business Analysis & Reporting Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil July 2014 - Present
ExxonMobil August 2013 - June 2014
ExxonMobil May 2012 - August 2012
Merrill Lynch May 2011 - May 2012
LSU Department of Finance November 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Event Planning, Research, Networking, Client Relations, Access, Financial Analysis, Financial Modeling, Analysis, Finance, Budgets, Data Analysis, Corporate Finance, Management, Microsoft Word, Public Speaking, PowerPoint
Education
Louisiana State University 2009 — 2013
Bachelor of Science, Finance, Cumulative GPA: 3.97 / 4.00
ExxonMobil July 2014 - Present
ExxonMobil August 2013 - June 2014
ExxonMobil May 2012 - August 2012
Merrill Lynch May 2011 - May 2012
LSU Department of Finance November 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Event Planning, Research, Networking, Client Relations, Access, Financial Analysis, Financial Modeling, Analysis, Finance, Budgets, Data Analysis, Corporate Finance, Management, Microsoft Word, Public Speaking, PowerPoint
Education
Louisiana State University 2009 — 2013
Bachelor of Science, Finance, Cumulative GPA: 3.97 / 4.00
Russell Holley's Merrill Lynch Experience August 1990 - Present
Job Weath Management Advisor / First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1990 - Present
EF Hutton August 1984 - August 1990
Education
Louisiana State University and Agricultural and Mechanical College 1980 — 1984
Bachelor of Science (B.S.), Finance, General
Merrill Lynch August 1990 - Present
EF Hutton August 1984 - August 1990
Education
Louisiana State University and Agricultural and Mechanical College 1980 — 1984
Bachelor of Science (B.S.), Finance, General
Anne Peterson, JD, MS, CDFA, CPC's Merrill Lynch Experience December 2009 - August 2011
Job President at TALLGRASS FINANCIAL STRATEGIES
Industry Financial Services
Experience
TALLGRASS FINANCIAL STRATEGIES INCORPORATED September 2013 - Present
WELLS FARGO ADVISORS August 2011 - August 2013
MERRILL LYNCH December 2009 - August 2011
MERRILL LYNCH January 2007 - December 2009
MERRILL LYNCH August 2001 - December 2006
MERRILL LYNCH June 1997 - July 2001
American Arbitration Association 1982 - 1984
American Arbitration Association 1982 - 1984
American Arbitration Association 1982 - 1984
Skills
Investments, Wealth Management, Asset Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Wealth, Asset Allocation, Retirement, Equities, Financial Services, Series 63, Investment Advisory, Insurance, Estate Planning, Financial Advisory, Securities, Portfolio Management, Alternative Investments, Financial Planning
Education
INSTITUTE for PROFESSIONAL EXCELLENCE in COACHING 2013 — 2014
Certified Professional Coach
INSTITUTE for DIVORCE FINANCIAL ANALYSTS
Certified Divorce Financial Analyst
Loyola University New Orleans School of Law 1984 — 1988
J.D., Law
Louisiana State University and Agricultural and Mechanical College 1980 — 1981
Master of Science (M.S.), Consumer Behavior and Marketing
Louisiana State University and Agricultural and Mechanical College 1972 — 1976
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
TALLGRASS FINANCIAL STRATEGIES INCORPORATED September 2013 - Present
WELLS FARGO ADVISORS August 2011 - August 2013
MERRILL LYNCH December 2009 - August 2011
MERRILL LYNCH January 2007 - December 2009
MERRILL LYNCH August 2001 - December 2006
MERRILL LYNCH June 1997 - July 2001
American Arbitration Association 1982 - 1984
American Arbitration Association 1982 - 1984
American Arbitration Association 1982 - 1984
Skills
Investments, Wealth Management, Asset Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Wealth, Asset Allocation, Retirement, Equities, Financial Services, Series 63, Investment Advisory, Insurance, Estate Planning, Financial Advisory, Securities, Portfolio Management, Alternative Investments, Financial Planning
Education
INSTITUTE for PROFESSIONAL EXCELLENCE in COACHING 2013 — 2014
Certified Professional Coach
INSTITUTE for DIVORCE FINANCIAL ANALYSTS
Certified Divorce Financial Analyst
Loyola University New Orleans School of Law 1984 — 1988
J.D., Law
Louisiana State University and Agricultural and Mechanical College 1980 — 1981
Master of Science (M.S.), Consumer Behavior and Marketing
Louisiana State University and Agricultural and Mechanical College 1972 — 1976
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
LeAnne Laviolette's Merrill Lynch Experience 1999 - 2000
Job Financial Analyst at State of Louisiana, Division of Administration
Industry Government Administration
Experience
State of Louisiana, Division of Administration, Disaster Recovery Unit 2010 - Present
State of Louisiana, Division of Administration, Office of the Commissioner of Administration 2007 - 2010
Allstate Financial Services 2005 - 2007
MetLife Financial Services 2002 - 2005
Merrill Lynch 1999 - 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Investments, Fixed Annuities, Retirement, Securities, Asset Allocation, Financial Analysis, Life Insurance, Insurance, Risk Management, Loans, Government, Financial Advisory, Finance, Financial Services, Credit, Public Speaking, Policy Analysis, Banking, Policy, Program Management, Public Policy, Strategic Planning, Nonprofits
Education
Louisiana State University 2010 — 2011
Master of Public Administration (MPA), Non-Matriculating
University of Southern Mississippi 1986 — 1991
BSBA, Finance
State of Louisiana, Division of Administration, Disaster Recovery Unit 2010 - Present
State of Louisiana, Division of Administration, Office of the Commissioner of Administration 2007 - 2010
Allstate Financial Services 2005 - 2007
MetLife Financial Services 2002 - 2005
Merrill Lynch 1999 - 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Investments, Fixed Annuities, Retirement, Securities, Asset Allocation, Financial Analysis, Life Insurance, Insurance, Risk Management, Loans, Government, Financial Advisory, Finance, Financial Services, Credit, Public Speaking, Policy Analysis, Banking, Policy, Program Management, Public Policy, Strategic Planning, Nonprofits
Education
Louisiana State University 2010 — 2011
Master of Public Administration (MPA), Non-Matriculating
University of Southern Mississippi 1986 — 1991
BSBA, Finance
Stephen Conte CRPC®'s Merrill Lynch Experience May 2006 - April 2009
Job at Vision Brokerage Services
Industry Financial Services
Experience
High Ridge Futures January 2014 - Present
SL Asset Management Inc January 2011 - Present
Vision Brokerage Services, LLC December 2010 - Present
Huntington Township Chamber of Commerce 2008 - 2011
Merrill Lynch May 2006 - April 2009
JPMC, Bank of NY, FNMA, TYIB, Grupo Santander, CIBC 2004 - 2006
Bank of NY 2004 - 2006
Skills
Investments, Asset Management, Portfolio Management, Trading, Financial Planning, Risk Management, Customer Relations, Marketing Strategy, Asset Managment, Strategic Financial..., Options, Customer Service, Strategy, Financial Analysis, Hedge Funds, Finance, Alternative Investments, Financial Markets, Management, Mutual Funds, Equities, Fixed Annuities, Wealth Management, Securities, Financial Services, Series 7, Strategic Planning, Insurance, Capital Markets, Retirement Planning, Asset Allocation, Financial Advisory, Investment Strategies, Derivatives
Education
Long Island University
BS, Finance
High Ridge Futures January 2014 - Present
SL Asset Management Inc January 2011 - Present
Vision Brokerage Services, LLC December 2010 - Present
Huntington Township Chamber of Commerce 2008 - 2011
Merrill Lynch May 2006 - April 2009
JPMC, Bank of NY, FNMA, TYIB, Grupo Santander, CIBC 2004 - 2006
Bank of NY 2004 - 2006
Skills
Investments, Asset Management, Portfolio Management, Trading, Financial Planning, Risk Management, Customer Relations, Marketing Strategy, Asset Managment, Strategic Financial..., Options, Customer Service, Strategy, Financial Analysis, Hedge Funds, Finance, Alternative Investments, Financial Markets, Management, Mutual Funds, Equities, Fixed Annuities, Wealth Management, Securities, Financial Services, Series 7, Strategic Planning, Insurance, Capital Markets, Retirement Planning, Asset Allocation, Financial Advisory, Investment Strategies, Derivatives
Education
Long Island University
BS, Finance
Ihor Czuczuk Ihor Czuczuk's Merrill Lynch Experience 2000 - 2009
Job •Security Management & Investigations
Industry Security and Investigations
Experience
U.S. Security Associates October 2011 - Present
InfraGard National Members Alliance (FBI-INMA) 2009 - Present
Bank of America November 2009 - January 2011
Bank of America Merrill Lynch July 2009 - November 2009
Merrill Lynch 2000 - 2009
CVS/Caremark 1987 - 2000
Ukrainian American Veterans 1994 - 1997
City of Trenton, New Jersey 1982 - 1982
Skills
Access Control, Security, Asset Protection, Executive Protection, Training, Loss Prevention, Private Investigations, Emergency Management, Enforcement, Security Operations, Risk Assessment, Physical Security, Business Continuity, Security Clearance, Security Management, Counterterrorism, Investigation, Surveillance, Crisis Management, Protection, Corporate Security, Fraud, Security Awareness, Firearms, Homeland Security, Police, CCTV, Security Audits, Intelligence, Law Enforcement
Education
USA Security Academy 2012 — 2013
Certification, Security Management
Michigan State University 2011 — 2013
Certificate, School of Criminal Justice
Emergency Management Institute (FEMA) 2005 — 2013
Certificate, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
FBI National Academy 2010 — 2010
Certificate, Citizens Academy Training CPP
Emergency Operations Training Academy 2009 — 2009
Certificate, Consequence Management and Project Administration
Merrill Lynch University 2001 — 2009
Corporate Development Program, Financial Institutions Training
Harvard Managing Mentor Program
Certificate, Managing Crisis
New Mexico Institute of Mining and Technology
Certificate, Response to Terrorist Bombing
Long Island University
Certificate, Pharmacy Law
College Of Insurance - New York
Certificate, Forensic Science & Investigative Support
U.S. Security Associates October 2011 - Present
InfraGard National Members Alliance (FBI-INMA) 2009 - Present
Bank of America November 2009 - January 2011
Bank of America Merrill Lynch July 2009 - November 2009
Merrill Lynch 2000 - 2009
CVS/Caremark 1987 - 2000
Ukrainian American Veterans 1994 - 1997
City of Trenton, New Jersey 1982 - 1982
Skills
Access Control, Security, Asset Protection, Executive Protection, Training, Loss Prevention, Private Investigations, Emergency Management, Enforcement, Security Operations, Risk Assessment, Physical Security, Business Continuity, Security Clearance, Security Management, Counterterrorism, Investigation, Surveillance, Crisis Management, Protection, Corporate Security, Fraud, Security Awareness, Firearms, Homeland Security, Police, CCTV, Security Audits, Intelligence, Law Enforcement
Education
USA Security Academy 2012 — 2013
Certification, Security Management
Michigan State University 2011 — 2013
Certificate, School of Criminal Justice
Emergency Management Institute (FEMA) 2005 — 2013
Certificate, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
FBI National Academy 2010 — 2010
Certificate, Citizens Academy Training CPP
Emergency Operations Training Academy 2009 — 2009
Certificate, Consequence Management and Project Administration
Merrill Lynch University 2001 — 2009
Corporate Development Program, Financial Institutions Training
Harvard Managing Mentor Program
Certificate, Managing Crisis
New Mexico Institute of Mining and Technology
Certificate, Response to Terrorist Bombing
Long Island University
Certificate, Pharmacy Law
College Of Insurance - New York
Certificate, Forensic Science & Investigative Support
Scott Lawler Scott Lawler's Merrill Lynch Experience July 2000 - September 2008
Job
Industry Information Technology and Services
Experience
Barclays Capital October 2008 - Present
Merrill Lynch July 2000 - September 2008
Education
Loughborough University 1995 — 2000
MEng, Systems Engineering
Barclays Capital October 2008 - Present
Merrill Lynch July 2000 - September 2008
Education
Loughborough University 1995 — 2000
MEng, Systems Engineering
Barbara Dugan's Merrill Lynch Experience October 2011 - May 2014
Job Vice President / Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. May 2014 - Present
Merrill Lynch October 2011 - May 2014
Independent Consultant/One Capital Management October 2010 - October 2011
Thrive Financial Alliance/AXA Advisors January 2008 - September 2010
Barbara Dugan Yoga and Wellness 2000 - 2008
Education
Louisiana State University and Agricultural and Mechanical College 1987 — 1993
BS, Microbiology
JP Morgan Chase Bank, N.A. May 2014 - Present
Merrill Lynch October 2011 - May 2014
Independent Consultant/One Capital Management October 2010 - October 2011
Thrive Financial Alliance/AXA Advisors January 2008 - September 2010
Barbara Dugan Yoga and Wellness 2000 - 2008
Education
Louisiana State University and Agricultural and Mechanical College 1987 — 1993
BS, Microbiology
Louise Bairnsfather, CRPC's Merrill Lynch Experience May 2011 - April 2012
Job Vice President, Private Client Manager, U. S. Trust, Nashville, TN
Industry Investment Management
Experience
U.S. Trust April 2012 - Present
First Presbyterian Church 2008 - Present
Family & Children's Service, Nashville, TN March 2006 - Present
Merrill Lynch May 2011 - April 2012
Wiley Bros Aintree Capital March 2010 - May 2011
Brookside Properties, Inc. April 2009 - September 2009
Southern Land Company March 2007 - March 2009
Bristol Development February 2004 - March 2007
Heartland Capital Corporation 1992 - 2004
Harbert Realty Services 1988 - 1992
Education
Louisiana State University
BS, Finance
U.S. Trust April 2012 - Present
First Presbyterian Church 2008 - Present
Family & Children's Service, Nashville, TN March 2006 - Present
Merrill Lynch May 2011 - April 2012
Wiley Bros Aintree Capital March 2010 - May 2011
Brookside Properties, Inc. April 2009 - September 2009
Southern Land Company March 2007 - March 2009
Bristol Development February 2004 - March 2007
Heartland Capital Corporation 1992 - 2004
Harbert Realty Services 1988 - 1992
Education
Louisiana State University
BS, Finance
Grayson Palmer's Merrill Lynch Experience 2013 - 2013
Job Brokerage Assistant at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services January 2015 - Present
3 Forks Ranch August 2014 - November 2014
Merrill Lynch 2013 - 2013
Camp Ozark May 2011 - July 2012
Skills
Microsoft Excel, Event Planning, Customer Service, Social Media, Leadership, Research, Management
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Business/Commerce, General
NFP Advisor Services January 2015 - Present
3 Forks Ranch August 2014 - November 2014
Merrill Lynch 2013 - 2013
Camp Ozark May 2011 - July 2012
Skills
Microsoft Excel, Event Planning, Customer Service, Social Media, Leadership, Research, Management
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Business/Commerce, General
Stacey Barnes Stacey Barnes's Merrill Lynch Experience August 2004 - November 2004
Job Director of Research and Operations at Association Options, LLC
Industry Nonprofit Organization Management
Experience
Association Options, LLC February 2014 - Present
SmithBucklin Corporation November 2009 - February 2014
SmithBucklin Corporation March 2008 - November 2009
Association Headquarters January 2005 - March 2008
Association Headquarters January 2005 - April 2007
Merrill Lynch August 2004 - November 2004
Philadelphia Eagles July 2003 - August 2003
Skills
Non-profits, Marketing, Budgets, Management, Account Management, Advertising, Proposal Writing, New Business Development, Strategy, Strategic Partnerships, Healthcare, Program Management, Association Management, Program Development, Volunteer Management, Event Planning, Nonprofits, Strategic Planning, Leadership, Event Management
Education
Longwood University 2000 — 2004
BS, Business Administration - Marketing
Longwood University 2000 — 2004
Bachelor of Science, Business Administration; Marketing
Association Options, LLC February 2014 - Present
SmithBucklin Corporation November 2009 - February 2014
SmithBucklin Corporation March 2008 - November 2009
Association Headquarters January 2005 - March 2008
Association Headquarters January 2005 - April 2007
Merrill Lynch August 2004 - November 2004
Philadelphia Eagles July 2003 - August 2003
Skills
Non-profits, Marketing, Budgets, Management, Account Management, Advertising, Proposal Writing, New Business Development, Strategy, Strategic Partnerships, Healthcare, Program Management, Association Management, Program Development, Volunteer Management, Event Planning, Nonprofits, Strategic Planning, Leadership, Event Management
Education
Longwood University 2000 — 2004
BS, Business Administration - Marketing
Longwood University 2000 — 2004
Bachelor of Science, Business Administration; Marketing
Mike Fernandez's Merrill Lynch Experience July 2007 - May 2009
Job Executive Vice President & CFO at Texas National Bank
Industry Banking
Experience
Texas National Bank August 2012 - Present
PlainsCapital Bank November 2010 - August 2012
Bexar County March 2010 - November 2010
WYLIE Consulting Engineers May 2009 - January 2010
Merrill Lynch July 2007 - May 2009
National Oilwell Varco July 2005 - July 2007
Education
SW Graduate School of Banking (Class 56) 2013 — 2015
Texas A&M University-San Antonio 2010 — 2012
Master of Business Administration (M.B.A.)
Louisiana State University 2000 — 2005
Bachelor of Science (BS)
Texas National Bank August 2012 - Present
PlainsCapital Bank November 2010 - August 2012
Bexar County March 2010 - November 2010
WYLIE Consulting Engineers May 2009 - January 2010
Merrill Lynch July 2007 - May 2009
National Oilwell Varco July 2005 - July 2007
Education
SW Graduate School of Banking (Class 56) 2013 — 2015
Texas A&M University-San Antonio 2010 — 2012
Master of Business Administration (M.B.A.)
Louisiana State University 2000 — 2005
Bachelor of Science (BS)
Nikki Parsons Nikki Parsons's Merrill Lynch Experience March 2007 - August 2009
Job Global Head of Travel, Meetings & Events AIG
Industry Leisure, Travel & Tourism
Experience
AIG October 2013 - Present
AIG August 2012 - September 2013
AIG March 2011 - July 2012
Citi September 2010 - February 2011
Standard Bank September 2009 - November 2010
Merrill Lynch March 2007 - August 2009
American Express October 2005 - March 2007
HRG 2000 - 2005
Skills
Travel Management, Business Travel, Account Management, Tourism, Management, New Business Development, Negotiation, Sales Management, Contract Negotiation, Sales, Event Management, Online Travel, Airlines, Hotels, Customer Service, Business Development, EMEA, Travel Technology
Education
Loughborough University 1996 — 1999
BSC (Hons), Recreation Management
AIG October 2013 - Present
AIG August 2012 - September 2013
AIG March 2011 - July 2012
Citi September 2010 - February 2011
Standard Bank September 2009 - November 2010
Merrill Lynch March 2007 - August 2009
American Express October 2005 - March 2007
HRG 2000 - 2005
Skills
Travel Management, Business Travel, Account Management, Tourism, Management, New Business Development, Negotiation, Sales Management, Contract Negotiation, Sales, Event Management, Online Travel, Airlines, Hotels, Customer Service, Business Development, EMEA, Travel Technology
Education
Loughborough University 1996 — 1999
BSC (Hons), Recreation Management
Davorio Stevenson's Merrill Lynch Experience June 2012 - August 2012
Job Associate at CBRE
Industry Financial Services
Experience
CBRE August 2014 - Present
Institute for Local Innovations October 2013 - Present
Teachers' Retirement System of Louisiana January 2013 - August 2013
Louisiana State University January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
The Hershey Company September 2008 - August 2010
Skills
Finance, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Valuation, Risk Management, Financial Modeling, Forecasting, Asset Management, Private Equity, Banking, Financial Reporting, Bloomberg, Hedge Funds, Strategic Planning, Entrepreneurship, Venture Capital, Equities, Analysis
Education
Louisiana State University 2011 — 2013
Master's degree
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree
CBRE August 2014 - Present
Institute for Local Innovations October 2013 - Present
Teachers' Retirement System of Louisiana January 2013 - August 2013
Louisiana State University January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
The Hershey Company September 2008 - August 2010
Skills
Finance, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Valuation, Risk Management, Financial Modeling, Forecasting, Asset Management, Private Equity, Banking, Financial Reporting, Bloomberg, Hedge Funds, Strategic Planning, Entrepreneurship, Venture Capital, Equities, Analysis
Education
Louisiana State University 2011 — 2013
Master's degree
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree
Greg Mancina's Merrill Lynch Experience March 2012 - December 2013
Job Wealth Advisor at Foundry Wealth Advisors, LLC
Industry Financial Services
Experience
Foundry Wealth Advisors, LLC August 2015 - Present
Axinovate Technology N.A. January 2014 - September 2015
Merrill Lynch March 2012 - December 2013
Lincoln Financial Advisors July 2011 - March 2012
VALIC October 2009 - July 2011
JPMorgan Chase February 2006 - October 2009
Skills
Series 7, Series 63, Operations Management, International..., Business Planning, Sales Management, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Investment Strategies, Securities, Financial Planning, Management, Strategic Planning, Mortgage Lending, Risk Management, Leadership, Financial Analysis, Insurance
Education
Louisiana State University 1999 — 2004
Bachlor of Arts and Science, Economics Internal Audit
Foundry Wealth Advisors, LLC August 2015 - Present
Axinovate Technology N.A. January 2014 - September 2015
Merrill Lynch March 2012 - December 2013
Lincoln Financial Advisors July 2011 - March 2012
VALIC October 2009 - July 2011
JPMorgan Chase February 2006 - October 2009
Skills
Series 7, Series 63, Operations Management, International..., Business Planning, Sales Management, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Investment Strategies, Securities, Financial Planning, Management, Strategic Planning, Mortgage Lending, Risk Management, Leadership, Financial Analysis, Insurance
Education
Louisiana State University 1999 — 2004
Bachlor of Arts and Science, Economics Internal Audit
Jane Serbin's Merrill Lynch Experience June 2007 - August 2007
Job Senior Tenant Relations Manager at Hines
Industry Real Estate
Experience
Hines January 2014 - Present
Hines February 2009 - January 2014
Hines June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Real Estate Transactions, Real Estate Development, Corporate Real Estate, Commercial Real Estate, Leases, Contract Management, Sales, Social Media, Public Speaking, Facilities Management, Real Estate, Microsoft Excel, Contract Negotiation, Valuation, Marketing Strategy, Business Development, Event Planning, Property Management, Management, Training, Leadership, Marketing, Advertising, Budgets, Finance
Education
Louisiana State University 2004 — 2008
B.S., Finance
Hines January 2014 - Present
Hines February 2009 - January 2014
Hines June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Real Estate Transactions, Real Estate Development, Corporate Real Estate, Commercial Real Estate, Leases, Contract Management, Sales, Social Media, Public Speaking, Facilities Management, Real Estate, Microsoft Excel, Contract Negotiation, Valuation, Marketing Strategy, Business Development, Event Planning, Property Management, Management, Training, Leadership, Marketing, Advertising, Budgets, Finance
Education
Louisiana State University 2004 — 2008
B.S., Finance
Jay Gathright's Merrill Lynch Experience 2009 - 2011
Job Banking/Financial Acquisition Manager
Industry Staffing and Recruiting
Experience
Diversity One Search 2013 - Present
Merrill Lynch 2009 - 2011
Morgan Keegan & Co Inc (Regions Financial) 2004 - 2009
Bancorp South Investment Services (Bancorp South) 2002 - 2004
Regions Investment Company (Regions Financial) 1996 - 2002
Education
Louisiana State University
Southern School of Banking
Diversity One Search 2013 - Present
Merrill Lynch 2009 - 2011
Morgan Keegan & Co Inc (Regions Financial) 2004 - 2009
Bancorp South Investment Services (Bancorp South) 2002 - 2004
Regions Investment Company (Regions Financial) 1996 - 2002
Education
Louisiana State University
Southern School of Banking
John J. Betterman John J. Betterman's Merrill Lynch Experience May 1994 - June 2006
Job CoFounder at Madison Family Advisors, Inc
Industry Financial Services
Experience
Madison Family Advisors, Inc. December 2011 - Present
Oak Family Advisors, LLC August 2010 - November 2011
Betterman Investment Group, LLC 2006 - 2010
Merrill Lynch May 1994 - June 2006
Morgan Stanley Smith Barney March 1987 - May 1994
McKesson July 1984 - March 1987
Skills
Asset Allocation, Wealth Management, Alternative Investments, Series 7, Investments, Series 63, Mutual Funds, Mergers & Acquisitions, Investment Strategies, Portfolio Management, Start-ups, Asset Management, Trading, Hedge Funds, Finance, Derivatives, Leadership, Equities, Morningstar, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1993
Master of Management, Finance, Marketing, International Business
University of Illinois at Urbana-Champaign 1982 — 1984
Bachelor of Arts, Economics/Psychology
Loras College 1980 — 1982
Loyola Academy 1976 — 1980
Madison Family Advisors, Inc. December 2011 - Present
Oak Family Advisors, LLC August 2010 - November 2011
Betterman Investment Group, LLC 2006 - 2010
Merrill Lynch May 1994 - June 2006
Morgan Stanley Smith Barney March 1987 - May 1994
McKesson July 1984 - March 1987
Skills
Asset Allocation, Wealth Management, Alternative Investments, Series 7, Investments, Series 63, Mutual Funds, Mergers & Acquisitions, Investment Strategies, Portfolio Management, Start-ups, Asset Management, Trading, Hedge Funds, Finance, Derivatives, Leadership, Equities, Morningstar, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1993
Master of Management, Finance, Marketing, International Business
University of Illinois at Urbana-Champaign 1982 — 1984
Bachelor of Arts, Economics/Psychology
Loras College 1980 — 1982
Loyola Academy 1976 — 1980
Jennifer Noone's Merrill Lynch Experience June 2007 - April 2008
Job Senior Client Service Associate for The NOONE GROUP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2008 - Present
Merrill Lynch June 2007 - April 2008
Skills
Wealth Management, Finance, Time Management, Investments, Credit, Banking, Equities, Securities, Risk Management, Mutual Funds, Bloomberg, Fixed Income, Portfolio Management, Management, Marketing, Financial Analysis, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
Syracuse University 2004 — 2007
Psychology & Mathematics
Long Island University, Southampton Campus 2003 — 2004
Business
Garden City High School 2000 — 2003
Sacred Heart Academy 1999 — 2000
Morgan Stanley Wealth Management April 2008 - Present
Merrill Lynch June 2007 - April 2008
Skills
Wealth Management, Finance, Time Management, Investments, Credit, Banking, Equities, Securities, Risk Management, Mutual Funds, Bloomberg, Fixed Income, Portfolio Management, Management, Marketing, Financial Analysis, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
Syracuse University 2004 — 2007
Psychology & Mathematics
Long Island University, Southampton Campus 2003 — 2004
Business
Garden City High School 2000 — 2003
Sacred Heart Academy 1999 — 2000
Clark Boswell's Merrill Lynch Experience June 2007 - August 2007
Job Regional Sales Manager at Micronesia Renewable Energy, Inc.
Industry Oil & Energy
Experience
Micronesia Renewable Energy, Inc. July 2015 - Present
Atkins Kroll June 2014 - June 2015
Consumer United May 2013 - May 2014
Chase Technology Consultants, LLC February 2013 - April 2013
Chungdahm Learning November 2011 - September 2012
Pacific Islands Club Saipan January 2010 - February 2011
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Social Networking, Social Media, Sales
Education
Louisiana State University 2003 — 2007
International Trade & Finance
Micronesia Renewable Energy, Inc. July 2015 - Present
Atkins Kroll June 2014 - June 2015
Consumer United May 2013 - May 2014
Chase Technology Consultants, LLC February 2013 - April 2013
Chungdahm Learning November 2011 - September 2012
Pacific Islands Club Saipan January 2010 - February 2011
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Social Networking, Social Media, Sales
Education
Louisiana State University 2003 — 2007
International Trade & Finance
Scot I. Billeaudeau, ADPA® Scot I. Billeaudeau, ADPA®'s Merrill Lynch Experience August 2011 - May 2013
Job Financial Advisor
Industry Financial Services
Experience
Compass Capital Mgmt May 2013 - Present
Lambda Legal January 2013 - Present
Merrill Lynch August 2011 - May 2013
Clark Consulting (an AEGON company) May 2008 - August 2011
TPG Capital August 2007 - May 2008
Skills
Wealth Management..., Investment Advisory, Investment Strategies, Investments, Series 7, Series 66, Estate Planning, Retirement Planning, Retirement Plan..., Business Planning, Tax, Legal Research, Insurance, Corporate Law, Risk Management, Strategic Financial..., Domestic Partnership..., Mutual Funds
Education
Southern Methodist University Dedman School of Law 2006 — 2007
LL.M., Taxation
Louisiana State University, Paul M. Hebert Law Center 2003 — 2006
J.D., Law
Louisiana State University 1999 — 2003
B.S., Accounting
Compass Capital Mgmt May 2013 - Present
Lambda Legal January 2013 - Present
Merrill Lynch August 2011 - May 2013
Clark Consulting (an AEGON company) May 2008 - August 2011
TPG Capital August 2007 - May 2008
Skills
Wealth Management..., Investment Advisory, Investment Strategies, Investments, Series 7, Series 66, Estate Planning, Retirement Planning, Retirement Plan..., Business Planning, Tax, Legal Research, Insurance, Corporate Law, Risk Management, Strategic Financial..., Domestic Partnership..., Mutual Funds
Education
Southern Methodist University Dedman School of Law 2006 — 2007
LL.M., Taxation
Louisiana State University, Paul M. Hebert Law Center 2003 — 2006
J.D., Law
Louisiana State University 1999 — 2003
B.S., Accounting
Andre Dugas's Merrill Lynch Experience December 2005 - March 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2013 - Present
Merrill Lynch December 2005 - March 2013
Smith Barney April 2002 - December 2005
Smith Barney April 2000 - December 2005
Janus Capital Group September 2000 - September 2001
Skills
Securities, Alternative Investments, Financial Analysis, Fixed Annuities, Financial Modeling, Asset Management, Strategic Planning, Asset Allocation, Financial Reporting, Finance
Education
Louisiana State University 1995 — 1999
Bachelor of Science (BS), Finance
Raymond James March 2013 - Present
Merrill Lynch December 2005 - March 2013
Smith Barney April 2002 - December 2005
Smith Barney April 2000 - December 2005
Janus Capital Group September 2000 - September 2001
Skills
Securities, Alternative Investments, Financial Analysis, Fixed Annuities, Financial Modeling, Asset Management, Strategic Planning, Asset Allocation, Financial Reporting, Finance
Education
Louisiana State University 1995 — 1999
Bachelor of Science (BS), Finance
Maria Rogowski's Merrill Lynch Experience June 1985 - May 1989
Job Lead Customer Service Representative, Village Veterinary Practice
Industry Veterinary
Experience
Village Veterinary Practice August 2002 - Present
Private Home Program September 1996 - Present
Merrill Lynch June 1985 - May 1989
Our Lady of Grace Elementary School September 1983 - June 1985
Skills
Customer Service, Account Management, Microsoft Office, Leadership Development, Inventory Management, Team Leadership, Organization Skills
Education
Loras College
Bachelor’s Degree, Elementary Education and Teaching
Loras College
Bachelor’s Degree, Speech Communications
Village Veterinary Practice August 2002 - Present
Private Home Program September 1996 - Present
Merrill Lynch June 1985 - May 1989
Our Lady of Grace Elementary School September 1983 - June 1985
Skills
Customer Service, Account Management, Microsoft Office, Leadership Development, Inventory Management, Team Leadership, Organization Skills
Education
Loras College
Bachelor’s Degree, Elementary Education and Teaching
Loras College
Bachelor’s Degree, Speech Communications
Christopher J. Gray Christopher J. Gray's Merrill Lynch Experience December 2001 - July 2005
Job Manager, Server Engineering at UT MD Anderson Cancer Center
Industry Information Technology and Services
Experience
MD Anderson Cancer Center January 2006 - Present
HP October 2005 - January 2006
Merrill Lynch December 2001 - July 2005
Merrill Lynch September 1999 - December 2001
CADMAP Solutions Incorporated September 1995 - December 1999
Merrill Lynch June 1998 - September 1999
Career Blazers Learning Center November 1997 - May 1998
Gray Computer Solutions March 1992 - May 1997
Education
The University of Texas at Dallas - School of Management 2009 — 2015
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2005
Louisiana State University and Agricultural and Mechanical College 1988 — 1993
Bachelor of Arts
Barbe High School 1984 — 1988
MD Anderson Cancer Center January 2006 - Present
HP October 2005 - January 2006
Merrill Lynch December 2001 - July 2005
Merrill Lynch September 1999 - December 2001
CADMAP Solutions Incorporated September 1995 - December 1999
Merrill Lynch June 1998 - September 1999
Career Blazers Learning Center November 1997 - May 1998
Gray Computer Solutions March 1992 - May 1997
Education
The University of Texas at Dallas - School of Management 2009 — 2015
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2005
Louisiana State University and Agricultural and Mechanical College 1988 — 1993
Bachelor of Arts
Barbe High School 1984 — 1988
Benjamin Ewing's Merrill Lynch Experience May 2005 - July 2005
Job Sales Engineer
Industry Mechanical or Industrial Engineering
Experience
Schlumberger May 2015 - Present
Schlumberger May 2013 - May 2015
Entergy Nuclear June 2012 - September 2012
Reznick Group March 2006 - July 2008
American Red Cross September 2005 - March 2006
Merrill Lynch May 2005 - July 2005
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Sales, Project Management, Microsoft Word, Social Media, Contract Negotiation, Employee Relations, Public Speaking, Access, Strategic Planning, Leadership, Analysis, Project Planning, Accounting, Windows, Data Analysis, Marketing Strategy, English, Management, Engineering, Marketing, Customer Service, Energy, Petroleum, Oil & Gas, Project Engineering, Business Strategy, Consulting, Budgets, Research, New Business Development, Finance, Negotiation, Business Development, Mechanical Engineering, Training, Manufacturing, Program Management, Product Development, Sales Management, Team Building, Strategy, Financial Analysis, Process Improvement
Education
Louisiana State University 2008 — 2013
Bachelor of Science (B.S.), Mechanical Engineering
Louisiana State University 2001 — 2005
Bachelor of Science (B.S.), Finance
Schlumberger May 2015 - Present
Schlumberger May 2013 - May 2015
Entergy Nuclear June 2012 - September 2012
Reznick Group March 2006 - July 2008
American Red Cross September 2005 - March 2006
Merrill Lynch May 2005 - July 2005
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Sales, Project Management, Microsoft Word, Social Media, Contract Negotiation, Employee Relations, Public Speaking, Access, Strategic Planning, Leadership, Analysis, Project Planning, Accounting, Windows, Data Analysis, Marketing Strategy, English, Management, Engineering, Marketing, Customer Service, Energy, Petroleum, Oil & Gas, Project Engineering, Business Strategy, Consulting, Budgets, Research, New Business Development, Finance, Negotiation, Business Development, Mechanical Engineering, Training, Manufacturing, Program Management, Product Development, Sales Management, Team Building, Strategy, Financial Analysis, Process Improvement
Education
Louisiana State University 2008 — 2013
Bachelor of Science (B.S.), Mechanical Engineering
Louisiana State University 2001 — 2005
Bachelor of Science (B.S.), Finance
Samantha R. Faulkner's Merrill Lynch Experience June 2014 - August 2014
Job Advocacy & Campaigns Intern at AARP Louisiana
Industry Public Relations and Communications
Experience
AARP Louisiana September 2014 - Present
Chinese Combo King February 2012 - September 2014
Merrill Lynch June 2014 - August 2014
Woodlands Online 2012 - 2013
The Caledonian August 2009 - May 2011
Skills
Public Relations, Writing, Press Releases, Volunteer Management, Event Planning, Advocacy, Social Media, InDesign, Microsoft Office, Team Leadership, Close Attention to..., Storytelling, Lobbying, Customer Service, AP Style
Education
Louisiana State University 2011 — 2015
Bachelor of Arts (B.A.), Mass Communication, focus in Public Relations
AARP Louisiana September 2014 - Present
Chinese Combo King February 2012 - September 2014
Merrill Lynch June 2014 - August 2014
Woodlands Online 2012 - 2013
The Caledonian August 2009 - May 2011
Skills
Public Relations, Writing, Press Releases, Volunteer Management, Event Planning, Advocacy, Social Media, InDesign, Microsoft Office, Team Leadership, Close Attention to..., Storytelling, Lobbying, Customer Service, AP Style
Education
Louisiana State University 2011 — 2015
Bachelor of Arts (B.A.), Mass Communication, focus in Public Relations
Kris Cox's Merrill Lynch Experience May 2000 - Present
Job Senior Resident Director Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2000 - Present
Skills
Asset Allocation, Wealth Management, Uniform Combined State..., Retirement Planning, Series 7, 401k, 401k Rollovers, Strategic Financial..., Investment Management, Alternative Investments, Investment Strategies, Qualified Retirement..., Mutual Funds, Investment Advisory, Investments, Estate Planning, Financial Advisory, Portfolio Management, Retirement, Wealth Management..., IRAs, High Net Worth..., Hedge Funds, Endowments, Options, Stocks, Mergers, Financial Planning, Strategic Planning, Customer Service
Education
University of Louisiana at Lafayette 1998 — 2000
Bachelor of Science (BS), Finance
Louisiana State University 1996 — 1998
Merrill Lynch May 2000 - Present
Skills
Asset Allocation, Wealth Management, Uniform Combined State..., Retirement Planning, Series 7, 401k, 401k Rollovers, Strategic Financial..., Investment Management, Alternative Investments, Investment Strategies, Qualified Retirement..., Mutual Funds, Investment Advisory, Investments, Estate Planning, Financial Advisory, Portfolio Management, Retirement, Wealth Management..., IRAs, High Net Worth..., Hedge Funds, Endowments, Options, Stocks, Mergers, Financial Planning, Strategic Planning, Customer Service
Education
University of Louisiana at Lafayette 1998 — 2000
Bachelor of Science (BS), Finance
Louisiana State University 1996 — 1998
Blair Carnahan's Merrill Lynch Experience November 2005 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch November 2005 - Present
Georgia Tech July 2003 - November 2005
Synovus Financial Corp. August 1999 - August 2003
pointpathbank 1999 - 2001
Accenture July 1993 - June 1997
Skills
Business Strategy, Portfolio Management, Start-ups, Finance, Financial Analysis, Business Analysis, Equities, Financial Modeling, Strategic Financial..., Investments
Education
Wharton School of Business 1997 — 1999
MBA, Finance/Entrepreneurial Studies
LSU 1989 — 1993
BS, MIS
Merrill Lynch November 2005 - Present
Georgia Tech July 2003 - November 2005
Synovus Financial Corp. August 1999 - August 2003
pointpathbank 1999 - 2001
Accenture July 1993 - June 1997
Skills
Business Strategy, Portfolio Management, Start-ups, Finance, Financial Analysis, Business Analysis, Equities, Financial Modeling, Strategic Financial..., Investments
Education
Wharton School of Business 1997 — 1999
MBA, Finance/Entrepreneurial Studies
LSU 1989 — 1993
BS, MIS
Drew Guice's Merrill Lynch Experience July 2014 - Present
Job Investment Banking Analyst at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
LSU AgCenter May 2007 - August 2011
Skills
Financial Modeling, Valuation, Economics, Financial Analysis, Strategic Planning, Bloomberg Terminal, Bloomberg, Risk Management, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
Louisiana State University and Agricultural and Mechanical College 2010 — 2014
Bachelor, Finance
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
LSU AgCenter May 2007 - August 2011
Skills
Financial Modeling, Valuation, Economics, Financial Analysis, Strategic Planning, Bloomberg Terminal, Bloomberg, Risk Management, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
Louisiana State University and Agricultural and Mechanical College 2010 — 2014
Bachelor, Finance
Danny Breaux's Merrill Lynch Experience October 2008 - February 2009
Job President South Louisiana at Barmetrix
Industry Entertainment
Experience
Barmetrix April 2013 - Present
Wildflower Presents January 2005 - August 2013
The Roux House June 2010 - December 2010
Allstate Financial March 2009 - December 2009
Merrill Lynch October 2008 - February 2009
Skills
Management, Marketing Strategy, Sales, Event Planning, New Business Development, Customer Service, Coaching, Strategy, Entrepreneurship, Event Management, Business Planning, Small Business, Leadership, Inventory Control, Hospitality Consulting, Strategic Planning
Education
Louisiana State University 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship
Louisiana State University 2002 — 2006
Bachelor of Science, Finance
Barmetrix April 2013 - Present
Wildflower Presents January 2005 - August 2013
The Roux House June 2010 - December 2010
Allstate Financial March 2009 - December 2009
Merrill Lynch October 2008 - February 2009
Skills
Management, Marketing Strategy, Sales, Event Planning, New Business Development, Customer Service, Coaching, Strategy, Entrepreneurship, Event Management, Business Planning, Small Business, Leadership, Inventory Control, Hospitality Consulting, Strategic Planning
Education
Louisiana State University 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship
Louisiana State University 2002 — 2006
Bachelor of Science, Finance
J. Alan Feild J. Alan Feild's Merrill Lynch Experience October 1989 - August 1993
Job Major Retailer Product/Commodity Liquidation
Industry Consumer Goods
Experience
Big Box Liquidation LLC www.BigBoxLiquidation.com July 2013 - Present
Parco International LLC June 2011 - July 2013
AMG Energy, LLC March 2010 - July 2011
STA Trading Services August 1993 - December 2009
Merrill Lynch October 1989 - August 1993
McVean Trading October 1986 - October 1989
Skills
Closing, Excel, Word, Managed Funds, Radio Broadcasting, Trading, Marketing, Microsoft Excel, Options, Commodity, Business Strategy, Wholesale, Merchandising, Equities, Microsoft Word, Strategic Planning, Investments, Risk Management, New Business Development, Integrated Marketing, Retail, Market Analysis, Sales, CRM, Business Planning, Commodity Markets, Analysis, Strategy, Finance, Management, Hedging, International Business, Entrepreneurship, Start-ups
Education
The University of Memphis 1986 — 1987
Bachelor's Degree in Business Finance, Business & Finance
Louisiana State University and Agricultural and Mechanical College 1983 — 1986
Business Administration
Big Box Liquidation LLC www.BigBoxLiquidation.com July 2013 - Present
Parco International LLC June 2011 - July 2013
AMG Energy, LLC March 2010 - July 2011
STA Trading Services August 1993 - December 2009
Merrill Lynch October 1989 - August 1993
McVean Trading October 1986 - October 1989
Skills
Closing, Excel, Word, Managed Funds, Radio Broadcasting, Trading, Marketing, Microsoft Excel, Options, Commodity, Business Strategy, Wholesale, Merchandising, Equities, Microsoft Word, Strategic Planning, Investments, Risk Management, New Business Development, Integrated Marketing, Retail, Market Analysis, Sales, CRM, Business Planning, Commodity Markets, Analysis, Strategy, Finance, Management, Hedging, International Business, Entrepreneurship, Start-ups
Education
The University of Memphis 1986 — 1987
Bachelor's Degree in Business Finance, Business & Finance
Louisiana State University and Agricultural and Mechanical College 1983 — 1986
Business Administration
Kenneth Thaller's Merrill Lynch Experience March 1997 - November 2002
Job Brand Representative at Shaw Contract Group
Industry Textiles
Experience
Shaw Contract Group November 2002 - Present
Merrill Lynch March 1997 - November 2002
United States Marine Corps March 1987 - May 1991
Skills
Flooring, Sales, Cold Calling, Contract Negotiation, Textiles, Networking, Problem Solving, Building Relationships, Commercial Interiors, Carpet, Marketing, Negotiation, Selling, Sales Presentations, Sales Process, Outside Sales, New Business Development, Sales Management, Team Building, Strategic Planning
Education
Louisiana State University and Agricultural and Mechanical College 1994 — 1996
BS Finance, Finance, Speech & Communication
Shaw Contract Group November 2002 - Present
Merrill Lynch March 1997 - November 2002
United States Marine Corps March 1987 - May 1991
Skills
Flooring, Sales, Cold Calling, Contract Negotiation, Textiles, Networking, Problem Solving, Building Relationships, Commercial Interiors, Carpet, Marketing, Negotiation, Selling, Sales Presentations, Sales Process, Outside Sales, New Business Development, Sales Management, Team Building, Strategic Planning
Education
Louisiana State University and Agricultural and Mechanical College 1994 — 1996
BS Finance, Finance, Speech & Communication
Amy Frechette Amy Frechette's Merrill Lynch Experience July 2015 - August 2015
Job Seasonal Intern at Merrill Lynch
Industry Financial Services
Experience
Student Financial Planning Association May 2015 - Present
Kappa Alpha Theta November 2014 - Present
LSU Residential Life September 2014 - Present
Merrill Lynch July 2015 - August 2015
Student Financial Planning Association October 2014 - May 2015
Pi Sigma Epsilon September 2014 - November 2014
Kappa Alpha Theta August 2014 - October 2014
vineyard vines September 2013 - May 2014
EXPRESS October 2013 - January 2014
Education
Louisiana State University 2012 — 2016
Bachelor's Degree, Finance, General
The American University of Rome
Student Financial Planning Association May 2015 - Present
Kappa Alpha Theta November 2014 - Present
LSU Residential Life September 2014 - Present
Merrill Lynch July 2015 - August 2015
Student Financial Planning Association October 2014 - May 2015
Pi Sigma Epsilon September 2014 - November 2014
Kappa Alpha Theta August 2014 - October 2014
vineyard vines September 2013 - May 2014
EXPRESS October 2013 - January 2014
Education
Louisiana State University 2012 — 2016
Bachelor's Degree, Finance, General
The American University of Rome
Kimberly (Landry) Neal's Merrill Lynch Experience September 2006 - January 2007
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Viator Wealth Management Group of Wells Fargo Advisors, LLC March 2007 - Present
Merrill Lynch September 2006 - January 2007
Morgan Stanley July 2004 - August 2006
Raymond James Financial Inc. June 2001 - August 2003
Skills
401k Rollovers, Retirement Planning, Retirement Plan..., Investment Planning, Portfolio Management, Investment Management, Investment Strategies, Personal Financial..., Estate Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Asset Allocation, Multigenerational...
Education
Louisiana State University 2000 — 2004
Bachelor's degree, Economics
Mount Carmel Academy 1997 — 2000
Viator Wealth Management Group of Wells Fargo Advisors, LLC March 2007 - Present
Merrill Lynch September 2006 - January 2007
Morgan Stanley July 2004 - August 2006
Raymond James Financial Inc. June 2001 - August 2003
Skills
401k Rollovers, Retirement Planning, Retirement Plan..., Investment Planning, Portfolio Management, Investment Management, Investment Strategies, Personal Financial..., Estate Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Asset Allocation, Multigenerational...
Education
Louisiana State University 2000 — 2004
Bachelor's degree, Economics
Mount Carmel Academy 1997 — 2000
Krista LeMire Krista LeMire's Merrill Lynch Experience January 2015 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Morgan Stanley 2003 - 2004
Skills
Series 7, Uniform Combined State..., Finance, Mutual Funds, Investments, Financial Services, Banking, Relationship Management, Risk Management, Securities, Alternative Investments, Bloomberg, Equities, Financial Analysis, Fixed Income, Management, Wealth Management
Education
Louisiana State University and Agricultural and Mechanical College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Young Harris College 1995 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Merrill Lynch January 2015 - Present
Merrill Lynch 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Morgan Stanley 2003 - 2004
Skills
Series 7, Uniform Combined State..., Finance, Mutual Funds, Investments, Financial Services, Banking, Relationship Management, Risk Management, Securities, Alternative Investments, Bloomberg, Equities, Financial Analysis, Fixed Income, Management, Wealth Management
Education
Louisiana State University and Agricultural and Mechanical College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Young Harris College 1995 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Joseph Termine's Merrill Lynch Experience December 2009 - December 2011
Job Lead Software Architect at Orange Lake Resorts, Holiday Inn Club Vacations
Industry Information Technology and Services
Experience
Orange Lake Resorts, Holiday Inn Club Vacations October 2014 - Present
Wallenius Wilhelmsen Logistics January 2012 - September 2014
Merrill Lynch December 2009 - December 2011
Amper, Politziner and Mattia LLP September 2006 - February 2009
Tyco International May 2004 - September 2006
East Baton Rouge Public School System November 1998 - June 2001
Skills
Finance, Project Management, Banking, CRM, Financial Reporting, Business Analysis, IT Strategy, .NET, Software Development, Microsoft Dynamics, Software Solution..., MongoDB, Neo4j, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon SQS, RabbitMQ, Windows Azure, C#, Web Services, Microsoft SQL Server, XML, ASP.NET, ASP.NET MVC
Education
Louisiana State University 2003 — 2005
MS, Accounting
Orange Lake Resorts, Holiday Inn Club Vacations October 2014 - Present
Wallenius Wilhelmsen Logistics January 2012 - September 2014
Merrill Lynch December 2009 - December 2011
Amper, Politziner and Mattia LLP September 2006 - February 2009
Tyco International May 2004 - September 2006
East Baton Rouge Public School System November 1998 - June 2001
Skills
Finance, Project Management, Banking, CRM, Financial Reporting, Business Analysis, IT Strategy, .NET, Software Development, Microsoft Dynamics, Software Solution..., MongoDB, Neo4j, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon SQS, RabbitMQ, Windows Azure, C#, Web Services, Microsoft SQL Server, XML, ASP.NET, ASP.NET MVC
Education
Louisiana State University 2003 — 2005
MS, Accounting
Eric Dias's Merrill Lynch Experience June 2005 - August 2005
Job iLevel Solutions
Industry Financial Services
Experience
iLEVEL Solutions April 2013 - Present
Advent Software July 2010 - March 2013
FactSet Research Systems January 2007 - August 2009
General Electric June 2006 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
CRM, Project Management, Analysis, Portfolio Management, Business Strategy, Management, Consulting, Salesforce.com, Investments, Financial Modeling, Management Consulting, Sales, Integration, Microsoft Office, Water Skiing, Credit, Private Equity, Relationship Management
Education
Louisiana State University 2002 — 2006
BA, Marketing
iLEVEL Solutions April 2013 - Present
Advent Software July 2010 - March 2013
FactSet Research Systems January 2007 - August 2009
General Electric June 2006 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
CRM, Project Management, Analysis, Portfolio Management, Business Strategy, Management, Consulting, Salesforce.com, Investments, Financial Modeling, Management Consulting, Sales, Integration, Microsoft Office, Water Skiing, Credit, Private Equity, Relationship Management
Education
Louisiana State University 2002 — 2006
BA, Marketing
Joseph Naiman Joseph Naiman's Merrill Lynch Experience April 2012 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2012 - Present
Northwestern Mutual August 2011 - April 2012
New England Financial - A MetLife Company August 2009 - August 2011
Chimera Securities August 2007 - August 2009
FPR-UCLA Center for culture, Brain, & Development October 2005 - June 2008
Skills
Securities, Series 7, Portfolio Management, Investments, Strategic Planning, Financial Planning, Retirement Income..., Investment Advisory, Strategic Financial..., Asset Managment, Financial Services, Bloomberg, Trading, Asset Allocation, Investment Management, Equities, Mutual Funds, Wealth Management, Alternative Investments, Finance, Fixed Income
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
BS, Cognitive Science
Los Angeles Valley College
Merrill Lynch April 2012 - Present
Northwestern Mutual August 2011 - April 2012
New England Financial - A MetLife Company August 2009 - August 2011
Chimera Securities August 2007 - August 2009
FPR-UCLA Center for culture, Brain, & Development October 2005 - June 2008
Skills
Securities, Series 7, Portfolio Management, Investments, Strategic Planning, Financial Planning, Retirement Income..., Investment Advisory, Strategic Financial..., Asset Managment, Financial Services, Bloomberg, Trading, Asset Allocation, Investment Management, Equities, Mutual Funds, Wealth Management, Alternative Investments, Finance, Fixed Income
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
BS, Cognitive Science
Los Angeles Valley College
Bill Stevens, PMP's Merrill Lynch Experience April 1988 - April 1992
Job Defense & Space Consultant and Contractor
Industry Defense & Space
Experience
Think Project Management May 2004 - Present
USAF May 2001 - May 2004
USAF May 1994 - May 2001
MORGAN KEEGAN April 1992 - May 1994
United States Air Force Academy April 1986 - April 1994
MERRILL LYNCH April 1988 - April 1992
FLIGHT MEDICS, INC. April 1986 - April 1988
USAF April 1984 - April 1986
Education
Webster University 1977 — 1979
MA
Louisiana State University 1969 — 1973
BS
Fortier High School
Think Project Management May 2004 - Present
USAF May 2001 - May 2004
USAF May 1994 - May 2001
MORGAN KEEGAN April 1992 - May 1994
United States Air Force Academy April 1986 - April 1994
MERRILL LYNCH April 1988 - April 1992
FLIGHT MEDICS, INC. April 1986 - April 1988
USAF April 1984 - April 1986
Education
Webster University 1977 — 1979
MA
Louisiana State University 1969 — 1973
BS
Fortier High School
Ketan Mehta's Merrill Lynch Experience 1990 - 1994
Job Managing Partner, The Corporate Development Group
Industry Food & Beverages
Experience
The Corporate Development Group 1995 - Present
International Food products Group 2005 - 2008
Garnett Foods 2000 - 2003
Merrill Lynch 1990 - 1994
Skills
Corporate Finance, Mergers, Executive Management, Business Strategy, Mergers & Acquisitions, Corporate Development, Advisory Boards, Financial Analysis, Financial Modeling, Strategic Consulting, Investments, Finance, Due Diligence, Strategy, Management, Private Equity, Portfolio Management, Start-ups, Venture Capital, Strategic Planning, Valuation
Education
Louisiana State University 1980 — 1982
M.S., Food Engineering
MM Pupils Own School
The Corporate Development Group 1995 - Present
International Food products Group 2005 - 2008
Garnett Foods 2000 - 2003
Merrill Lynch 1990 - 1994
Skills
Corporate Finance, Mergers, Executive Management, Business Strategy, Mergers & Acquisitions, Corporate Development, Advisory Boards, Financial Analysis, Financial Modeling, Strategic Consulting, Investments, Finance, Due Diligence, Strategy, Management, Private Equity, Portfolio Management, Start-ups, Venture Capital, Strategic Planning, Valuation
Education
Louisiana State University 1980 — 1982
M.S., Food Engineering
MM Pupils Own School
Brent LaBiche's Merrill Lynch Experience November 2002 - September 2005
Job
Industry Medical Devices
Experience
Boston Scientific May 2014 - Present
Boston Scientific April 2012 - Present
Boston Scientific 2007 - October 2012
Merrill Lynch November 2002 - September 2005
Sycamore Networks April 1999 - July 2002
MCI Worldcom 1999 - 1999
Worldcom 1996 - 1999
Worldcom 1996 - 1999
Skills
Training, Troubleshooting, Sales, Operating Room, Medical Devices, Sales Operations, Engineering, Capital Equipment, Telecommunications, Direct Sales, Building Relationships, Product Launch, Disposables, Market Development, Sales Management, Mentoring, Product Marketing, Cross-functional Team..., Team Leadership, Biomedical Engineering, Management
Education
University of Louisiana at Lafayette 1993 — 1995
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Louisiana State University 1988 — 1993
Boston Scientific May 2014 - Present
Boston Scientific April 2012 - Present
Boston Scientific 2007 - October 2012
Merrill Lynch November 2002 - September 2005
Sycamore Networks April 1999 - July 2002
MCI Worldcom 1999 - 1999
Worldcom 1996 - 1999
Worldcom 1996 - 1999
Skills
Training, Troubleshooting, Sales, Operating Room, Medical Devices, Sales Operations, Engineering, Capital Equipment, Telecommunications, Direct Sales, Building Relationships, Product Launch, Disposables, Market Development, Sales Management, Mentoring, Product Marketing, Cross-functional Team..., Team Leadership, Biomedical Engineering, Management
Education
University of Louisiana at Lafayette 1993 — 1995
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Louisiana State University 1988 — 1993
Lauren Johnson Mitchell's Merrill Lynch Experience January 2004 - December 2005
Job Financial Reporting at Imperial Fire & Casualty Insurance
Industry Accounting
Experience
Imperial Fire & Casualty Insurance June 2007 - Present
Ernst & Young January 2006 - May 2007
Merrill Lynch January 2004 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, US GAAP, Auditing, GAAP, Risk Management, Sarbanes-Oxley, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, General Ledger, Due Diligence, Insurance, Finance, Corporate Finance, CPA
Education
Louisiana State University and Agricultural and Mechanical College 1999 — 2005
Bachelors, Finance/ Accounting
Imperial Fire & Casualty Insurance June 2007 - Present
Ernst & Young January 2006 - May 2007
Merrill Lynch January 2004 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, US GAAP, Auditing, GAAP, Risk Management, Sarbanes-Oxley, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, General Ledger, Due Diligence, Insurance, Finance, Corporate Finance, CPA
Education
Louisiana State University and Agricultural and Mechanical College 1999 — 2005
Bachelors, Finance/ Accounting
Heike Robins's Merrill Lynch Experience 2001 - 2002
Job Technology director of Client Applications at WebMd
Industry Computer Software
Kevin Boneno's Merrill Lynch Experience 2001 - 2002
Job Director of Operations at Celtic Marine Corporation
Industry Logistics and Supply Chain
Experience
Celtic Marine Corporation January 2013 - Present
Celtic Marine Corporation June 2006 - December 2012
Labat-Anderson Incorporated 2002 - 2006
Merrill Lynch 2001 - 2002
United States Navy 1999 - 2001
United States Navy 1997 - 1999
Skills
Logistics, Freight, Ocean, 3PL, Transportation, Transportation..., Shipping, Logistics Management, Management, Container, Operations Management, Business Development, International Logistics, Contract Negotiation, Trucking, Negotiation, Warehousing, Supply Chain Management, Supply Chain, Truckload, New Business Development, LTL, Ports, Air Freight, Freight Forwarding, Maritime Operations
Education
U.S. Navy Supply Corps School 1996 — 1997
supply management and expeditionary logistics, inventory control, disbursement, financial management
Louisiana State University 1990 — 1994
BA, Political Science
Catholic High School 1986 — 1990
Celtic Marine Corporation January 2013 - Present
Celtic Marine Corporation June 2006 - December 2012
Labat-Anderson Incorporated 2002 - 2006
Merrill Lynch 2001 - 2002
United States Navy 1999 - 2001
United States Navy 1997 - 1999
Skills
Logistics, Freight, Ocean, 3PL, Transportation, Transportation..., Shipping, Logistics Management, Management, Container, Operations Management, Business Development, International Logistics, Contract Negotiation, Trucking, Negotiation, Warehousing, Supply Chain Management, Supply Chain, Truckload, New Business Development, LTL, Ports, Air Freight, Freight Forwarding, Maritime Operations
Education
U.S. Navy Supply Corps School 1996 — 1997
supply management and expeditionary logistics, inventory control, disbursement, financial management
Louisiana State University 1990 — 1994
BA, Political Science
Catholic High School 1986 — 1990
Kimberly Koserowski's Merrill Lynch Experience 1997 - 1997
Job Owner, First Kiss Creative LLC
Industry Graphic Design
Experience
First Kiss Creative LLC November 2003 - Present
First Kiss Creative November 2003 - Present
Harper & Case November 2000 - November 2004
Friedberg-Feder Demasi November 1999 - November 2000
DraftWorldwide August 1999 - December 1999
Ernst & Young LLC August 1998 - August 1999
Deutsche Bank August 1997 - August 1998
Merrill Lynch 1997 - 1997
Goldman Sachs 1993 - 1997
Skills
Logo Design, Advertising, Creative Direction, Art Direction, Brochures, Web Design, Illustrator, Creative Strategy, Marketing, Graphics, Corporate Communications, Interaction Design, Layout, Art, Integrated Marketing
Education
The University of Texas at Dallas 1995 — 1996
BA, Psychology
LSU
First Kiss Creative LLC November 2003 - Present
First Kiss Creative November 2003 - Present
Harper & Case November 2000 - November 2004
Friedberg-Feder Demasi November 1999 - November 2000
DraftWorldwide August 1999 - December 1999
Ernst & Young LLC August 1998 - August 1999
Deutsche Bank August 1997 - August 1998
Merrill Lynch 1997 - 1997
Goldman Sachs 1993 - 1997
Skills
Logo Design, Advertising, Creative Direction, Art Direction, Brochures, Web Design, Illustrator, Creative Strategy, Marketing, Graphics, Corporate Communications, Interaction Design, Layout, Art, Integrated Marketing
Education
The University of Texas at Dallas 1995 — 1996
BA, Psychology
LSU
Sheila Phelan's Merrill Lynch Experience November 2005 - October 2008
Job Registered Sales Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2008 - Present
Merrill Lynch November 2005 - October 2008
Hewitt Associates March 2002 - November 2005
Skills
Trading, Banking, Asset Management, Options, Financial Services, Microsoft Excel, Financial Analysis, Credit, Customer Service, Financial Modeling, Sales, Asset Managment, Investments, Finance, Valuation, Mortgage Lending, Portfolio Management, Financial Markets, Salesforce.com, Derivatives, Risk Management
Education
Loras College 1996 — 2000
Woodlands
Woodlands
Morgan Stanley Smith Barney October 2008 - Present
Merrill Lynch November 2005 - October 2008
Hewitt Associates March 2002 - November 2005
Skills
Trading, Banking, Asset Management, Options, Financial Services, Microsoft Excel, Financial Analysis, Credit, Customer Service, Financial Modeling, Sales, Asset Managment, Investments, Finance, Valuation, Mortgage Lending, Portfolio Management, Financial Markets, Salesforce.com, Derivatives, Risk Management
Education
Loras College 1996 — 2000
Woodlands
Woodlands
Andrey Baskevich's Merrill Lynch Experience 1998 - 2001
Job Director at Barclays
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers February 2001 - September 2008
Merrill Lynch 1998 - 2001
Skills
Outsourcing, Unix, Project Management, Management, Servers, Enterprise Software, Solaris, Oracle, Leadership, Troubleshooting, Project Planning, Software Documentation, Team Management, Infrastructure, Technical Support, E-commerce, Storage, Budgets, Information Technology, Trading Systems, Business Analysis, Business Continuity..., Capital Markets, Credit Derivatives, Derivatives, Equities, Fixed Income, IT Strategy, Investment Banking, Market Data, Prime Brokerage, SDLC, Vendor Management, Vendor Relationships, Windows
Education
Long Island University
Barclays Capital 2008 - Present
Lehman Brothers February 2001 - September 2008
Merrill Lynch 1998 - 2001
Skills
Outsourcing, Unix, Project Management, Management, Servers, Enterprise Software, Solaris, Oracle, Leadership, Troubleshooting, Project Planning, Software Documentation, Team Management, Infrastructure, Technical Support, E-commerce, Storage, Budgets, Information Technology, Trading Systems, Business Analysis, Business Continuity..., Capital Markets, Credit Derivatives, Derivatives, Equities, Fixed Income, IT Strategy, Investment Banking, Market Data, Prime Brokerage, SDLC, Vendor Management, Vendor Relationships, Windows
Education
Long Island University
Mark B. Cole's Merrill Lynch Experience May 2008 - May 2010
Job Managing Director, Corporate Bond Trader at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. June 2010 - Present
Merrill Lynch May 2008 - May 2010
Wachovia Securities May 1997 - May 2008
Skills
Series 7, Bonds, Series 63, Series 65, Capital Markets, Trading, series 24, Securities, Equities, Portfolio Management, Financial Services, Investment Banking
Education
Longwood University 1993 — 1997
BSBA, Finance
Advisors Asset Management, Inc. June 2010 - Present
Merrill Lynch May 2008 - May 2010
Wachovia Securities May 1997 - May 2008
Skills
Series 7, Bonds, Series 63, Series 65, Capital Markets, Trading, series 24, Securities, Equities, Portfolio Management, Financial Services, Investment Banking
Education
Longwood University 1993 — 1997
BSBA, Finance
Charles Jantzi, CFP®'s Merrill Lynch Experience August 1994 - August 1999
Job President/Owner of Synergy Wealth Advisors
Industry Financial Services
Experience
Synergy Wealth Advisors April 2009 - Present
inforMD Solutions June 2013 - January 2015
SGC August 1999 - March 2009
Merrill Lynch August 1994 - August 1999
Louisiana National Guard July 1991 - July 1996
US Army December 1985 - July 1991
Skills
Strategic Financial..., Investments, Asset Managment, Portfolio Management, Insurance, Small Business, Strategic Planning, Business Planning, Business Strategy, Investment Advisory, Estate Planning, Asset Management, Management
Education
Louisiana State University and Agricultural and Mechanical College 1991 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Synergy Wealth Advisors April 2009 - Present
inforMD Solutions June 2013 - January 2015
SGC August 1999 - March 2009
Merrill Lynch August 1994 - August 1999
Louisiana National Guard July 1991 - July 1996
US Army December 1985 - July 1991
Skills
Strategic Financial..., Investments, Asset Managment, Portfolio Management, Insurance, Small Business, Strategic Planning, Business Planning, Business Strategy, Investment Advisory, Estate Planning, Asset Management, Management
Education
Louisiana State University and Agricultural and Mechanical College 1991 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Corey Edwards's Merrill Lynch Experience 1998 - Present
Job SVP at Merrill Lynch/Bank of America
Industry Banking
Experience
Merrill Lynch 1998 - Present
Chatham Oil Company 1992 - February 1998
Skills
Wealth Management, Investments, Series 7, Banking, Finance, Retirement, Start-ups, High Net Worth..., Wealth, Credit, Portfolio Management, Series 63
Education
Longwood University 1989 — 1992
Merrill Lynch 1998 - Present
Chatham Oil Company 1992 - February 1998
Skills
Wealth Management, Investments, Series 7, Banking, Finance, Retirement, Start-ups, High Net Worth..., Wealth, Credit, Portfolio Management, Series 63
Education
Longwood University 1989 — 1992
Stuart Faircloth's Merrill Lynch Experience 2001 - 2007
Job Specialist Architect at Capital Group
Industry Financial Services
Experience
Capital Group January 2007 - Present
Merrill Lynch 2001 - 2007
Lehman Brothers April 1998 - January 1999
MSI 1996 - 1998
Xerox 1993 - 1995
Skills
Sybase, Trading Systems, Electronic Trading, SDLC, Enterprise Architecture, Unix, Derivatives, Market Data, Low Latency, Agile Methodologies, Business Analysis, Integration, SQL, Requirements Analysis, Software Development, Software Project..., Spring Framework, Unix Shell Scripting
Education
Loughborough University 1993 — 1994
Masters, Computers
University of Leicester 1990 — 1993
Batchelors, Maths and Computers
Capital Group January 2007 - Present
Merrill Lynch 2001 - 2007
Lehman Brothers April 1998 - January 1999
MSI 1996 - 1998
Xerox 1993 - 1995
Skills
Sybase, Trading Systems, Electronic Trading, SDLC, Enterprise Architecture, Unix, Derivatives, Market Data, Low Latency, Agile Methodologies, Business Analysis, Integration, SQL, Requirements Analysis, Software Development, Software Project..., Spring Framework, Unix Shell Scripting
Education
Loughborough University 1993 — 1994
Masters, Computers
University of Leicester 1990 — 1993
Batchelors, Maths and Computers
Mark Buis's Merrill Lynch Experience January 2010 - August 2012
Job at
Industry Financial Services
Experience
Buis Capital Management August 2012 - Present
BCA Fuel Solutions August 2012 - November 2014
Merrill Lynch January 2010 - August 2012
Morgan Stanley January 2007 - January 2010
Covert Auto Group June 1999 - November 2006
Pozo Resources, Inc May 1996 - May 1999
Skills
Asset Management, Finance, Investment Strategies, Financial Modeling, Business Development, Corporate Finance, Mergers, Private Equity, Valuation, Venture Capital, Leadership, Due Diligence, Equities, Hedge Funds
Education
Louisiana State University 1991 — 1996
Country Day 1988 — 1991
Louisiana State University
Buis Capital Management August 2012 - Present
BCA Fuel Solutions August 2012 - November 2014
Merrill Lynch January 2010 - August 2012
Morgan Stanley January 2007 - January 2010
Covert Auto Group June 1999 - November 2006
Pozo Resources, Inc May 1996 - May 1999
Skills
Asset Management, Finance, Investment Strategies, Financial Modeling, Business Development, Corporate Finance, Mergers, Private Equity, Valuation, Venture Capital, Leadership, Due Diligence, Equities, Hedge Funds
Education
Louisiana State University 1991 — 1996
Country Day 1988 — 1991
Louisiana State University
Ed Carney's Merrill Lynch Experience March 1982 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1982 - Present
Skills
Strategic Planning, Series 63, Investments, Series 7, Alternative Investments, Banking, Customer Service, Equities, Financial Analysis, Financial Modeling, Financial Planning, Management, Portfolio Management, Mutual Funds, Public Speaking, Risk Management, Strategic Financial..., Wealth Management
Education
Louisiana State University 1977 — 1980
Merrill Lynch March 1982 - Present
Skills
Strategic Planning, Series 63, Investments, Series 7, Alternative Investments, Banking, Customer Service, Equities, Financial Analysis, Financial Modeling, Financial Planning, Management, Portfolio Management, Mutual Funds, Public Speaking, Risk Management, Strategic Financial..., Wealth Management
Education
Louisiana State University 1977 — 1980
Charles Travis Albright's Merrill Lynch Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Squeal Bar-B-Q 2012 - Present
New York Life Insurance Company 2010 - 2012
Merrill Lynch 2008 - 2010
Italian Pie 2007 - 2008
D T Trading 2003 - 2007
D T Trading 1999 - 2003
A.G. Edwards & Sons, Inc. 1998 - 1999
Skills
Accounting, Equities, Finance, Financial Markets, Fixed Income, Investment Management, Investments, Management, Options, Sales Management, Strategic Financial..., Trading, Valuation
Education
Louisiana State University 1991 — 1997
Bachelor of General Studies, Minors in History, Political Science, Sociology
Squeal Bar-B-Q 2012 - Present
New York Life Insurance Company 2010 - 2012
Merrill Lynch 2008 - 2010
Italian Pie 2007 - 2008
D T Trading 2003 - 2007
D T Trading 1999 - 2003
A.G. Edwards & Sons, Inc. 1998 - 1999
Skills
Accounting, Equities, Finance, Financial Markets, Fixed Income, Investment Management, Investments, Management, Options, Sales Management, Strategic Financial..., Trading, Valuation
Education
Louisiana State University 1991 — 1997
Bachelor of General Studies, Minors in History, Political Science, Sociology
Jess Barr's Merrill Lynch Experience May 1996 - August 2000
Job Finance Manager for Farming and Aerial Application Businesses
Industry Farming
Experience
Wilmot Flying Service and Arkla-Flyers November 2012 - Present
Louisiana Cotton and Grain Association August 2000 - November 2012
Merrill Lynch May 1996 - August 2000
National Cotton Council of America August 1987 - April 1996
Skills
Non-profits, Management, New Business Development, Business Strategy, Nonprofits, Negotiation, Financial Analysis, Budgets, Business Planning, Strategic Planning, Agribusiness, Market Research, Marketing Strategy, Farms, Risk Management, Agriculture, Commodity, Crop Protection
Education
Louisiana State University 1985 — 1987
Master of Science, Agricultural Economics
Louisiana State University 1980 — 1984
Bachelor of Science, Agricultural Business
Riverfield Academy 1973 — 1980
Wilmot Flying Service and Arkla-Flyers November 2012 - Present
Louisiana Cotton and Grain Association August 2000 - November 2012
Merrill Lynch May 1996 - August 2000
National Cotton Council of America August 1987 - April 1996
Skills
Non-profits, Management, New Business Development, Business Strategy, Nonprofits, Negotiation, Financial Analysis, Budgets, Business Planning, Strategic Planning, Agribusiness, Market Research, Marketing Strategy, Farms, Risk Management, Agriculture, Commodity, Crop Protection
Education
Louisiana State University 1985 — 1987
Master of Science, Agricultural Economics
Louisiana State University 1980 — 1984
Bachelor of Science, Agricultural Business
Riverfield Academy 1973 — 1980
Victoria Leonard's Merrill Lynch Experience 1996 - 2000
Job Financial Consultant and Life Sales at Primerica
Industry Financial Services
Experience
Primerica October 2011 - Present
Everything Boutique Shipping & Mailboxes November 2007 - Present
UBS 2000 - 2007
Business Express September 2002 - October 2005
Merrill Lynch 1996 - 2000
Smith Barney June 1987 - July 1997
KWOX KSIW KZRR 1982 - 1986
Skills
Notary Public, Sales Management, Financial Management, Public Speaking, Small Business, Asset, Accounts Payable, Retirement Planning, Customer Service, Finance, Financial Services, Insurance, Investments, Leadership, Management, Managerial Finance, Portfolio Management, Sales, Selling, Strategic Planning, Team Building, Term Life Insurance
Education
Los Angeles Valley College 1979 — 1981
sm business, Small Business Management/Sociology
Los Angeles Pierce College 1978 — 1979
no, general
Primerica October 2011 - Present
Everything Boutique Shipping & Mailboxes November 2007 - Present
UBS 2000 - 2007
Business Express September 2002 - October 2005
Merrill Lynch 1996 - 2000
Smith Barney June 1987 - July 1997
KWOX KSIW KZRR 1982 - 1986
Skills
Notary Public, Sales Management, Financial Management, Public Speaking, Small Business, Asset, Accounts Payable, Retirement Planning, Customer Service, Finance, Financial Services, Insurance, Investments, Leadership, Management, Managerial Finance, Portfolio Management, Sales, Selling, Strategic Planning, Team Building, Term Life Insurance
Education
Los Angeles Valley College 1979 — 1981
sm business, Small Business Management/Sociology
Los Angeles Pierce College 1978 — 1979
no, general
Philip Haimm's Merrill Lynch Experience 2007 - 2010
Job Entrepreneurial Business Development
Industry Biotechnology
Experience
Autologenix, Inc 2010 - Present
Merrill Lynch 2007 - 2010
Philip Haimm & Associates 1990 - 2002
Orchestra of St. Lukes 1987 - 1988
Colorado Music Festival 1980 - 1984
Skills
Start-ups, Strategic Planning, Financial Services, Public Speaking, Investments, Mutual Funds, Biotechnology, Private Equity, Finance, Strategy, Management, Business Development, Research
Education
Brooklyn College
BA, Economics
Long Island University
MS, Guidance & Counseling
Autologenix, Inc 2010 - Present
Merrill Lynch 2007 - 2010
Philip Haimm & Associates 1990 - 2002
Orchestra of St. Lukes 1987 - 1988
Colorado Music Festival 1980 - 1984
Skills
Start-ups, Strategic Planning, Financial Services, Public Speaking, Investments, Mutual Funds, Biotechnology, Private Equity, Finance, Strategy, Management, Business Development, Research
Education
Brooklyn College
BA, Economics
Long Island University
MS, Guidance & Counseling
James Sorey's Merrill Lynch Experience 1994 - 1997
Job Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
LPL Financial October 2013 - January 2015
LPL Financial Services January 2007 - September 2013
LPL Financial January 2002 - 2007
New York Life Insurance Company 2000 - 2001
Transamerica Financial Solutions 1999 - 2000
Nicholas Applegate 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Sales Management, Salesforce.com, Recruitment/Retention, Business Strategy, Strategic Planning, Recruiting, Management, Portfolio Management, Securities, Asset Management, Business Development, Finance, Financial Services, Investments, Series 63, Series 7, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MBA, Management
LSU 1991 — 1995
BA, International Trade and Finance
Lincoln Financial Group February 2015 - Present
LPL Financial October 2013 - January 2015
LPL Financial Services January 2007 - September 2013
LPL Financial January 2002 - 2007
New York Life Insurance Company 2000 - 2001
Transamerica Financial Solutions 1999 - 2000
Nicholas Applegate 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Sales Management, Salesforce.com, Recruitment/Retention, Business Strategy, Strategic Planning, Recruiting, Management, Portfolio Management, Securities, Asset Management, Business Development, Finance, Financial Services, Investments, Series 63, Series 7, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MBA, Management
LSU 1991 — 1995
BA, International Trade and Finance
Danielle B. Marshall's Merrill Lynch Experience August 2001 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch August 2001 - March 2008
Education
Louisiana State University 1997 — 2001
BS, Finance
Louisiana Tech University 1996 — 1997
Accounting
Bishop Sullivan High School 1994 — 1996
Merrill Lynch August 2001 - March 2008
Education
Louisiana State University 1997 — 2001
BS, Finance
Louisiana Tech University 1996 — 1997
Accounting
Bishop Sullivan High School 1994 — 1996
Charles Guilbault's Merrill Lynch Experience June 2005 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Merrill Lynch June 2005 - Present
Skills
Retirement Planning, Wealth Management, Investments, Alternative Investments, Estate Planning, Hedge Funds, Finance
Education
University of New Orleans 2002 — 2003
Bachelor of Science (BS), Finance
Louisiana State University 1999 — 2002
Business / Finance
Jesuit High School 1994 — 1999
High School Diploma
Wells Fargo Advisors July 2015 - Present
Merrill Lynch June 2005 - Present
Skills
Retirement Planning, Wealth Management, Investments, Alternative Investments, Estate Planning, Hedge Funds, Finance
Education
University of New Orleans 2002 — 2003
Bachelor of Science (BS), Finance
Louisiana State University 1999 — 2002
Business / Finance
Jesuit High School 1994 — 1999
High School Diploma
Kathy Shkuda's Merrill Lynch Experience 2006 - 2007
Job President at Zigzag Consulting
Industry Financial Services
Experience
Zigzag Consulting 2006 - Present
Merrill Lynch 2006 - 2007
Morgan Stanley 1986 - 2006
Education
Hartwick College
BA, Russian & Fine Arts
Long Island University
MBA, Finance
Penn State University
MA, Slavic Languages
Zigzag Consulting 2006 - Present
Merrill Lynch 2006 - 2007
Morgan Stanley 1986 - 2006
Education
Hartwick College
BA, Russian & Fine Arts
Long Island University
MBA, Finance
Penn State University
MA, Slavic Languages
David Richert's Merrill Lynch Experience August 2007 - November 2007
Job Sr. Capacity and Performance Engineer at fiserv.
Industry Financial Services
Experience
fiserv. November 2007 - Present
Merrill Lynch August 2007 - November 2007
L-3 Titan August 2004 - February 2007
IMAGEWARE express April 1997 - August 2004
RAILINC 1997 - 2001
Arizona Public Services (APS) June 1986 - April 1997
First Wisconsin National Bank September 1979 - June 1986
Milwaukee Insurance September 1975 - September 1979
Jos. Schlitz - Milwaukee September 1973 - September 1975
Cutler Hammer/Eaton Corp September 1970 - September 1973
Skills
SDLC
Education
University of Wisconsin-Milwaukee 1970 — 1971
Psychology
Louisiana State University 1963 — 1965
BA - Psychology
Spencer Business College 1963 — 1965
Associate, Computer Programming, EAM operation, Accounting
Washington High School 1961 — 1963
fiserv. November 2007 - Present
Merrill Lynch August 2007 - November 2007
L-3 Titan August 2004 - February 2007
IMAGEWARE express April 1997 - August 2004
RAILINC 1997 - 2001
Arizona Public Services (APS) June 1986 - April 1997
First Wisconsin National Bank September 1979 - June 1986
Milwaukee Insurance September 1975 - September 1979
Jos. Schlitz - Milwaukee September 1973 - September 1975
Cutler Hammer/Eaton Corp September 1970 - September 1973
Skills
SDLC
Education
University of Wisconsin-Milwaukee 1970 — 1971
Psychology
Louisiana State University 1963 — 1965
BA - Psychology
Spencer Business College 1963 — 1965
Associate, Computer Programming, EAM operation, Accounting
Washington High School 1961 — 1963
Peter Hemm's Merrill Lynch Experience April 2008 - March 2009
Job Senior IT Business Analyst at Oregon Department of Education
Industry Information Technology and Services
Experience
Oregon Department of Education July 2013 - Present
Thyme & Tide Bed and Breakfast April 2008 - Present
Oregon Employment Department April 2010 - July 2013
Merrill Lynch April 2008 - March 2009
ING Advisors Network July 2006 - April 2008
Countrywide Full Spectrum Lending September 2005 - July 2006
Experian March 2005 - September 2005
Unisys August 1999 - March 2005
Agfa Graphics (formerly Information International) May 1989 - August 1999
Qubix Graphic Systems April 1987 - May 1989
Skills
SDLC, Software Documentation, Business Analysis, Testing, Agile Methodologies, System Administration, Project Management, Visio, Business Process, Business Process..., Integration, SQL, Microsoft SQL Server, Data Warehousing, Analysis, Oracle, Data Analysis, Requirements Analysis, Vendor Management, Database Design, XML, SharePoint, Process Improvement, Change Management, Gap Analysis, Troubleshooting, Technical Writing, Systems Analysis, Windows, Requirements Management, Use Case Analysis, Microsoft Office, Disaster Recovery, Full SDLC, Requirements Gathering, Business Requirements, Team Leadership, HTML, Unix, Microsoft Excel, Team Building, Waterfall, Process Modeling, Business Intelligence, Functional..., Technical Support, MS Project, TopTeam Analyst
Education
Los Angeles Pierce College 1978 — 1980
Oregon Department of Education July 2013 - Present
Thyme & Tide Bed and Breakfast April 2008 - Present
Oregon Employment Department April 2010 - July 2013
Merrill Lynch April 2008 - March 2009
ING Advisors Network July 2006 - April 2008
Countrywide Full Spectrum Lending September 2005 - July 2006
Experian March 2005 - September 2005
Unisys August 1999 - March 2005
Agfa Graphics (formerly Information International) May 1989 - August 1999
Qubix Graphic Systems April 1987 - May 1989
Skills
SDLC, Software Documentation, Business Analysis, Testing, Agile Methodologies, System Administration, Project Management, Visio, Business Process, Business Process..., Integration, SQL, Microsoft SQL Server, Data Warehousing, Analysis, Oracle, Data Analysis, Requirements Analysis, Vendor Management, Database Design, XML, SharePoint, Process Improvement, Change Management, Gap Analysis, Troubleshooting, Technical Writing, Systems Analysis, Windows, Requirements Management, Use Case Analysis, Microsoft Office, Disaster Recovery, Full SDLC, Requirements Gathering, Business Requirements, Team Leadership, HTML, Unix, Microsoft Excel, Team Building, Waterfall, Process Modeling, Business Intelligence, Functional..., Technical Support, MS Project, TopTeam Analyst
Education
Los Angeles Pierce College 1978 — 1980
Patricia Fontova's Merrill Lynch Experience October 1983 - March 1985
Job Business Development & Marketing at GCR Inc.
Industry Information Technology and Services
Experience
GCR Inc. 1991 - Present
Urban Systems Associates, Inc. October 1985 - March 1991
Merrill Lynch October 1983 - March 1985
City of Shreveport - CDBG 1980 - August 1982
Burk & Associates, Inc. 1977 - 1980
Skills
Project Management, Sustainability, Adobe Creative Suite, Project Planning, GIS, Business Development, Comprehensive Planning, Analysis, Urban Planning, Proposal Writing, Research, Microsoft Office, Marketing Strategy
Education
University of New Orleans 1978 — 1982
MBA, Marketing
Louisiana State University 1973 — 1977
BLA, Landscape Architecture
University of New Orleans 1971 — 1973
Sociology
GCR Inc. 1991 - Present
Urban Systems Associates, Inc. October 1985 - March 1991
Merrill Lynch October 1983 - March 1985
City of Shreveport - CDBG 1980 - August 1982
Burk & Associates, Inc. 1977 - 1980
Skills
Project Management, Sustainability, Adobe Creative Suite, Project Planning, GIS, Business Development, Comprehensive Planning, Analysis, Urban Planning, Proposal Writing, Research, Microsoft Office, Marketing Strategy
Education
University of New Orleans 1978 — 1982
MBA, Marketing
Louisiana State University 1973 — 1977
BLA, Landscape Architecture
University of New Orleans 1971 — 1973
Sociology
Callen Schramm's Merrill Lynch Experience March 1998 - March 2014
Job Partner | Wealth Manager at Schramm Financial Group
Industry Financial Services
Experience
Schramm Financial Group March 2014 - Present
Merrill Lynch March 1998 - March 2014
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Process Improvement, Mutual Funds
Education
Louisiana State University 1992 — 1997
Bachelor of Science (BS), Finance, General
Schramm Financial Group March 2014 - Present
Merrill Lynch March 1998 - March 2014
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Process Improvement, Mutual Funds
Education
Louisiana State University 1992 — 1997
Bachelor of Science (BS), Finance, General
Belinda Aucoin's Merrill Lynch Experience 1981 - 1985
Job Financial Advisor at Sunbelt Securties, Inc.
Industry Financial Services
Experience
Sunbelt Securties, Inc. June 2012 - Present
Milkie Ferguson Investments November 2007 - June 2012
Comerica 1992 - 2007
JPMorgan Chase 1986 - 1992
Merrill Lynch 1981 - 1985
Skills
Investment Advisory, Securities, Wealth Management, Retirement Planning, Series 7, Portfolio Management, Investments, Banking, Strategic Financial..., Wealth Management..., Series 63, High Net Worth..., Financial Analysis, Credit, Mutual Funds, Loans, Wealth, Mortgage Lending, Fixed Annuities, Series 6
Education
Southern Methodist University 1994 — 2000
MLA, Liberal Arts
Southern Methodist University 1994 — 2000
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
Louisiana State University 1982 — 1985
BS, Finance
Sunbelt Securties, Inc. June 2012 - Present
Milkie Ferguson Investments November 2007 - June 2012
Comerica 1992 - 2007
JPMorgan Chase 1986 - 1992
Merrill Lynch 1981 - 1985
Skills
Investment Advisory, Securities, Wealth Management, Retirement Planning, Series 7, Portfolio Management, Investments, Banking, Strategic Financial..., Wealth Management..., Series 63, High Net Worth..., Financial Analysis, Credit, Mutual Funds, Loans, Wealth, Mortgage Lending, Fixed Annuities, Series 6
Education
Southern Methodist University 1994 — 2000
MLA, Liberal Arts
Southern Methodist University 1994 — 2000
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
Louisiana State University 1982 — 1985
BS, Finance
Vallie Carney's Merrill Lynch Experience October 2012 - Present
Job Vice President / Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Wells Fargo Advisors May 2010 - July 2012
A G Edwards 1998 - 2010
Wachovia Securities / A G Edwards February 1998 - May 2009
A G Edwards 1998 - 2009
A. G. Edwards 1982 - 1998
Skills
Series 7, Management, Securities, Leadership, Mutual Funds, Wealth Management, Series 63, Financial Services, Investments, Retirement Planning, Risk Management
Education
Louisiana State University 1976 — 1980
BS, Business Management
Merrill Lynch October 2012 - Present
Wells Fargo Advisors May 2010 - July 2012
A G Edwards 1998 - 2010
Wachovia Securities / A G Edwards February 1998 - May 2009
A G Edwards 1998 - 2009
A. G. Edwards 1982 - 1998
Skills
Series 7, Management, Securities, Leadership, Mutual Funds, Wealth Management, Series 63, Financial Services, Investments, Retirement Planning, Risk Management
Education
Louisiana State University 1976 — 1980
BS, Business Management
James Halabi, MBA's Merrill Lynch Experience 2006 - 2007
Job Capital One Investment Services
Industry Financial Services
Experience
Capital One August 2012 - Present
Capital Financial Partners/MassMutual 2011 - October 2012
SunTrust Investment Services November 2007 - October 2010
Merrill Lynch 2006 - 2007
RW Pressprich 2002 - 2006
Refco Securities 1997 - 2002
Bersec Securities 1993 - 1997
Skills
Investments, Wealth Management, Equities, Securities, Mutual Funds, Strategic Financial..., Fixed Income, Banking, Series 7, Credit, Portfolio Management, Asset Managment
Education
Strayer University 2008 — 2010
MBA, Business Management
Longwood University 1988 — 1990
BS, Business Adm/Finance
Capital One August 2012 - Present
Capital Financial Partners/MassMutual 2011 - October 2012
SunTrust Investment Services November 2007 - October 2010
Merrill Lynch 2006 - 2007
RW Pressprich 2002 - 2006
Refco Securities 1997 - 2002
Bersec Securities 1993 - 1997
Skills
Investments, Wealth Management, Equities, Securities, Mutual Funds, Strategic Financial..., Fixed Income, Banking, Series 7, Credit, Portfolio Management, Asset Managment
Education
Strayer University 2008 — 2010
MBA, Business Management
Longwood University 1988 — 1990
BS, Business Adm/Finance
Ira Rick Richardson's Merrill Lynch Experience November 1999 - November 2002
Job VeteranOwned Business, Philanthropist, Behavior Coach, Insurance Agent, Fundraiser
Industry Philanthropy
Experience
Richardson Brothers LLC June 1990 - Present
Elliott & Painter Wealthcare Advisors January 2009 - October 2011
1st Global January 2007 - January 2009
State Farm Insurance Agency January 2006 - January 2007
Banc of America Investment Services (BAI) November 2002 - January 2006
Merrill Lynch November 1999 - November 2002
Skills
Finance, Management, Fundraising, Real Estate, Military Operations, Training, Philanthropy, Veterans Benefits, Nonprofits, Leadership, Tax, Health Insurance, Special Needs Trusts, Business Tax Planning, Charitable Remainder..., Employee Benefits, Leadership Development, Organizational..., group health insurance, distressed real estate, 501c3 operations, commercial property &..., Small Business, Asset Management, Disability Insurance, Term Life Insurance, Risk Management, Strategic Planning, Life Insurance, Insurance, Strategic Financial...
Education
US Army Command & General Staff College (CGSC) 1994 — 1995
MS, Military Sciences
Louisiana State University and Agricultural and Mechanical College
BS, MS, Finance and Math
Richardson Brothers LLC June 1990 - Present
Elliott & Painter Wealthcare Advisors January 2009 - October 2011
1st Global January 2007 - January 2009
State Farm Insurance Agency January 2006 - January 2007
Banc of America Investment Services (BAI) November 2002 - January 2006
Merrill Lynch November 1999 - November 2002
Skills
Finance, Management, Fundraising, Real Estate, Military Operations, Training, Philanthropy, Veterans Benefits, Nonprofits, Leadership, Tax, Health Insurance, Special Needs Trusts, Business Tax Planning, Charitable Remainder..., Employee Benefits, Leadership Development, Organizational..., group health insurance, distressed real estate, 501c3 operations, commercial property &..., Small Business, Asset Management, Disability Insurance, Term Life Insurance, Risk Management, Strategic Planning, Life Insurance, Insurance, Strategic Financial...
Education
US Army Command & General Staff College (CGSC) 1994 — 1995
MS, Military Sciences
Louisiana State University and Agricultural and Mechanical College
BS, MS, Finance and Math
Dan Lohman's Merrill Lynch Experience 1967 - 1999
Job Land Man at Independent
Industry Oil & Energy
Experience
Independent February 2005 - Present
merrill lynch 1967 - 1999
Merrill Lynch December 1967 - December 1997
Education
Louisiana State University 1960 — 1964
B.A., Economics and Law
Texas A&M University 1958 — 1960
Independent February 2005 - Present
merrill lynch 1967 - 1999
Merrill Lynch December 1967 - December 1997
Education
Louisiana State University 1960 — 1964
B.A., Economics and Law
Texas A&M University 1958 — 1960
Nicholas von Gersdorff's Merrill Lynch Experience August 2010 - March 2011
Job Business Change Director at Anthem, Inc.
Industry Hospital & Health Care
Experience
Anthem, Inc. July 2015 - Present
WellPoint March 2014 - July 2015
WellPoint May 2013 - March 2014
Amerigroup Corporation July 2011 - May 2013
Merrill Lynch August 2010 - March 2011
Skills
Analysis, SharePoint, Process Improvement, Data Analysis, Visio, Project Management, Management, Business Process, Leadership Development, Healthcare, Business Analysis, Managed Care, Insurance
Education
Old Dominion University 2009 — 2011
MBA, Financial Analysis and Business Valuation
Longwood University 2004 — 2008
Bachelor's, Business Finance
Anthem, Inc. July 2015 - Present
WellPoint March 2014 - July 2015
WellPoint May 2013 - March 2014
Amerigroup Corporation July 2011 - May 2013
Merrill Lynch August 2010 - March 2011
Skills
Analysis, SharePoint, Process Improvement, Data Analysis, Visio, Project Management, Management, Business Process, Leadership Development, Healthcare, Business Analysis, Managed Care, Insurance
Education
Old Dominion University 2009 — 2011
MBA, Financial Analysis and Business Valuation
Longwood University 2004 — 2008
Bachelor's, Business Finance
Shannon Messina's Merrill Lynch Experience October 2000 - July 2006
Job
Industry
Experience
Merrill Lynch October 2000 - July 2006
Education
Long Island University, Southampton Campus 1997 — 1999
Psychobiology
Merrill Lynch October 2000 - July 2006
Education
Long Island University, Southampton Campus 1997 — 1999
Psychobiology
Chelsea Smith, CFP's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
UBS Financial Services Inc November 2008 - June 2015
Commonwealth Advisors January 2007 - June 2008
Education
Louisiana State University 2004 — 2007
Finance, Investments
Merrill Lynch June 2015 - Present
UBS Financial Services Inc November 2008 - June 2015
Commonwealth Advisors January 2007 - June 2008
Education
Louisiana State University 2004 — 2007
Finance, Investments
James Palubin, JPMorgan Chase Business Banking's Merrill Lynch Experience February 1998 - June 2001
Job Sr Relationship ManagerVP: Provide business banking service solutions to maximize clients profitability & efficiencies
Industry Banking
Experience
JPMorgan Chase & Co. May 2004 - Present
Austin Bank of Chicago June 2001 - May 2004
Merrill Lynch February 1998 - June 2001
Bank Financial July 1995 - February 1998
The Money Store Investment Corporation March 1995 - July 1995
Household International December 1991 - March 1995
Skills
Conventional Financing, Working Capital..., Equipment Finance, SBA 504, SBA 7a, SBA Express, Treasury Management, Merchant Services, Business Strategy, Business Expansion, Business Development, Portfolio Management, Commercial Banking, Credit Analysis, Mergers & Acquisitions, Loans, Loan Origination
Education
Loras College 1988 — 1991
Marist High School - Chicago 1983 — 1987
JPMorgan Chase & Co. May 2004 - Present
Austin Bank of Chicago June 2001 - May 2004
Merrill Lynch February 1998 - June 2001
Bank Financial July 1995 - February 1998
The Money Store Investment Corporation March 1995 - July 1995
Household International December 1991 - March 1995
Skills
Conventional Financing, Working Capital..., Equipment Finance, SBA 504, SBA 7a, SBA Express, Treasury Management, Merchant Services, Business Strategy, Business Expansion, Business Development, Portfolio Management, Commercial Banking, Credit Analysis, Mergers & Acquisitions, Loans, Loan Origination
Education
Loras College 1988 — 1991
Marist High School - Chicago 1983 — 1987
Colin Roy's Merrill Lynch Experience September 2012 - February 2014
Job Valuations Analyst
Industry Real Estate
Experience
Rushmore Loan Management Services LLC March 2014 - Present
Merrill Lynch September 2012 - February 2014
Beau Box Commercial Real Estate August 2010 - September 2012
Appraisal Services December 2007 - September 2009
Skills
Brokerage, Commercial Real Estate, Disposition, Investment Properties, Investments, Leases, Location Intelligence, Real Estate, Real Estate Transactions, Selling, Appraisals, Series 7, Retirement Planning, Land Acquisition, Commercial Leasing, REO, Real Estate Economics, Corporate Real Estate, Investors, Sellers
Education
University of New Orleans 2009 — 2011
MBA
Louisiana State University 2003 — 2007
Finance
Rushmore Loan Management Services LLC March 2014 - Present
Merrill Lynch September 2012 - February 2014
Beau Box Commercial Real Estate August 2010 - September 2012
Appraisal Services December 2007 - September 2009
Skills
Brokerage, Commercial Real Estate, Disposition, Investment Properties, Investments, Leases, Location Intelligence, Real Estate, Real Estate Transactions, Selling, Appraisals, Series 7, Retirement Planning, Land Acquisition, Commercial Leasing, REO, Real Estate Economics, Corporate Real Estate, Investors, Sellers
Education
University of New Orleans 2009 — 2011
MBA
Louisiana State University 2003 — 2007
Finance
Carrie Pickett's Merrill Lynch Experience August 1991 - January 2007
Job Physician Relations Manager at Centennial Medical Center
Industry Hospital & Health Care
Experience
Centennial Medical Center June 2007 - Present
Merrill Lynch August 1991 - January 2007
Skills
Insurance, Compliance, Customer Relations, Excel, Healthcare, Microsoft Excel, Physicians, Urology, Cardiology, Customer Service, Neurology, Hospitals, Internal Medicine, Marketing, Leadership, Healthcare Industry, Management, Physician Relations, Budgets, Strategic Planning, Managed Care, Medicare, Process Improvement, HIPAA, Healthcare Information..., Practice Management, Team Building
Education
Louisiana State University
McNeese State University
Westlake High School
Centennial Medical Center June 2007 - Present
Merrill Lynch August 1991 - January 2007
Skills
Insurance, Compliance, Customer Relations, Excel, Healthcare, Microsoft Excel, Physicians, Urology, Cardiology, Customer Service, Neurology, Hospitals, Internal Medicine, Marketing, Leadership, Healthcare Industry, Management, Physician Relations, Budgets, Strategic Planning, Managed Care, Medicare, Process Improvement, HIPAA, Healthcare Information..., Practice Management, Team Building
Education
Louisiana State University
McNeese State University
Westlake High School
Lakeeja Roberts's Merrill Lynch Experience October 2012 - April 2013
Job Associate Athletic Director at Saint Ignatius College Preparatory
Industry Information Technology and Services
Experience
Saint Ignatius College Preparatory June 2015 - Present
Trulia February 2014 - Present
Peaceofcode.com April 2013 - February 2014
MediaLabPro Inc. April 2013 - February 2014
Merrill Lynch October 2012 - April 2013
Mindfull Creations September 2009 - March 2013
Royal Bank of Canada / AG Edwards / AXA Advisors January 2006 - August 2009
Skills
Marketing, Sales, Forecasting, Finance, Sourcing, Financial Services, Series 7, Management, Leadership, Public Speaking, Wealth Management, Retirement Planning, Entrepreneurship, Customer Service, Strategy, Small Business, Team Building, Mutual Funds, Strategic Planning, Microsoft Excel, Social Media, Business Development, Start-ups, Portfolio Management
Education
Walden University 2005 — 2007
MBA, Global Strategic Management with Concentration in Marketing
Louisiana State University 1997 — 2001
B.A., Sociology
Saint Ignatius College Preparatory June 2015 - Present
Trulia February 2014 - Present
Peaceofcode.com April 2013 - February 2014
MediaLabPro Inc. April 2013 - February 2014
Merrill Lynch October 2012 - April 2013
Mindfull Creations September 2009 - March 2013
Royal Bank of Canada / AG Edwards / AXA Advisors January 2006 - August 2009
Skills
Marketing, Sales, Forecasting, Finance, Sourcing, Financial Services, Series 7, Management, Leadership, Public Speaking, Wealth Management, Retirement Planning, Entrepreneurship, Customer Service, Strategy, Small Business, Team Building, Mutual Funds, Strategic Planning, Microsoft Excel, Social Media, Business Development, Start-ups, Portfolio Management
Education
Walden University 2005 — 2007
MBA, Global Strategic Management with Concentration in Marketing
Louisiana State University 1997 — 2001
B.A., Sociology
Brad Rinaudo's Merrill Lynch Experience June 2010 - September 2010
Job Portfolio Manager at Rinaudo Capital, LLC
Industry Investment Management
Experience
Rinaudo Capital, LLC August 2012 - Present
Fielder Capital Group, LLC August 2011 - July 2012
Merrill Lynch June 2010 - September 2010
Skills
Financial Modeling, Valuation, Investments, Equities, Alternative Investments, Private Equity, Equity Research, Hedge Funds, Bloomberg, Portfolio Management, Financial Analysis, Asset Management, Corporate Finance, Capital Markets
Education
Louisiana State University 2007 — 2011
Bachelor’s Degree, Finance, summa cum laude
Catholic High School - Baton Rouge, Louisiana 2003 — 2007
Rinaudo Capital, LLC August 2012 - Present
Fielder Capital Group, LLC August 2011 - July 2012
Merrill Lynch June 2010 - September 2010
Skills
Financial Modeling, Valuation, Investments, Equities, Alternative Investments, Private Equity, Equity Research, Hedge Funds, Bloomberg, Portfolio Management, Financial Analysis, Asset Management, Corporate Finance, Capital Markets
Education
Louisiana State University 2007 — 2011
Bachelor’s Degree, Finance, summa cum laude
Catholic High School - Baton Rouge, Louisiana 2003 — 2007
Craig Rathjen's Merrill Lynch Experience March 1987 - August 1997
Job Managing Director Investments
Industry Financial Services
Experience
UBS Financial Services Inc. September 1997 - Present
Merrill Lynch March 1987 - August 1997
Education
Louisiana State University and Agricultural and Mechanical College 1982 — 1986
B. A., Business
UBS Financial Services Inc. September 1997 - Present
Merrill Lynch March 1987 - August 1997
Education
Louisiana State University and Agricultural and Mechanical College 1982 — 1986
B. A., Business
Keith Latimer's Merrill Lynch Experience 2006 - 2009
Job Finacial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
Latimer Wealth Management Group 2009 - Present
Merrill Lynch 2006 - 2009
Wachovia Securities Financial Network 1999 - 2006
Education
Longwood University 1987 — 1991
BA, Finance
Latimer Wealth Management Group 2009 - Present
Merrill Lynch 2006 - 2009
Wachovia Securities Financial Network 1999 - 2006
Education
Longwood University 1987 — 1991
BA, Finance
Adam Wroblewski's Merrill Lynch Experience June 2011 - August 2011
Job Loyola University New Orleans MBA Graduate
Industry Hospital & Health Care
Experience
UCLA Health July 2014 - Present
Merrill Lynch June 2011 - August 2011
Skills
CSSGB, Leadership, Process Improvement, Six Sigma, Management, Project Management, Analysis, Program Management, Quality Control
Education
Loyola University New Orleans 2010 — 2012
Master of Business Administration (MBA), Analysis and Functional Analysis
LSU 2002 — 2007
Bachelor's degree, Business, History and Political Science
UCLA Health July 2014 - Present
Merrill Lynch June 2011 - August 2011
Skills
CSSGB, Leadership, Process Improvement, Six Sigma, Management, Project Management, Analysis, Program Management, Quality Control
Education
Loyola University New Orleans 2010 — 2012
Master of Business Administration (MBA), Analysis and Functional Analysis
LSU 2002 — 2007
Bachelor's degree, Business, History and Political Science
Louis Pappas's Merrill Lynch Experience June 1980 - December 1999
Job Retired Financial Advisor at Retired and enjoying life
Industry Leisure, Travel & Tourism
Experience
Retired and enjoying life Vice President-InvestmentsUBS Financial Services IncJanuary 2000 - December 2008
Merrill Lynch June 1980 - December 1999
Genora Trading Co. June 1976 - June 1979
Merrill Lynch January 1973 - June 1976
Skills
Finance, Leisure, Leisure Travel, Commodity, Financial Services, Options, Management, Finan, Microsoft Excel, Investments, Customer Service, Process Improvement, Business Analysis, Leadership, Portfolio Management, Project Management
Education
Long Island University 1969 — 1972
Finance
Retired and enjoying life Vice President-InvestmentsUBS Financial Services IncJanuary 2000 - December 2008
Merrill Lynch June 1980 - December 1999
Genora Trading Co. June 1976 - June 1979
Merrill Lynch January 1973 - June 1976
Skills
Finance, Leisure, Leisure Travel, Commodity, Financial Services, Options, Management, Finan, Microsoft Excel, Investments, Customer Service, Process Improvement, Business Analysis, Leadership, Portfolio Management, Project Management
Education
Long Island University 1969 — 1972
Finance
Martyn Snook's Merrill Lynch Experience February 2001 - February 2002
Job Cash Equities Technology Specialist
Industry Financial Services
Experience
HSBC September 2014 - Present
Bank of America Merrill Lynch February 2002 - June 2013
Merrill Lynch February 2001 - February 2002
Deutsche Bank June 1997 - February 2001
Skills
Electronic Trading, Trading Systems, Trading, Capital Markets, Unix, Fidessa, Derivatives, Market Data, Business Analysis, Equities, Vendor Management, Exchange Connectivity, Equity Trading, Order Management, Low Latency, Equity Derivatives, Middle Office
Education
Loughborough University 1992 — 1996
Bachelor of Science (BSc), Management Sciences and Quantitative Methods, 2:1
HSBC September 2014 - Present
Bank of America Merrill Lynch February 2002 - June 2013
Merrill Lynch February 2001 - February 2002
Deutsche Bank June 1997 - February 2001
Skills
Electronic Trading, Trading Systems, Trading, Capital Markets, Unix, Fidessa, Derivatives, Market Data, Business Analysis, Equities, Vendor Management, Exchange Connectivity, Equity Trading, Order Management, Low Latency, Equity Derivatives, Middle Office
Education
Loughborough University 1992 — 1996
Bachelor of Science (BSc), Management Sciences and Quantitative Methods, 2:1
Kristie Luna's Merrill Lynch Experience June 2010 - August 2010
Job Youth Specialist at California Employment Development Department
Industry Information Technology and Services
Experience
California Employment Development Department February 2010 - Present
Project Graduation Reall Achieves Dreams July 2006 - January 2012
Merrill Lynch June 2010 - August 2010
North East San Fernando Job Services June 2009 - August 2009
Skills
Computer Literate, Outstanding Customer..., Case Management
Education
Los Angeles Pierce College 2009 — 2011
Associates Degree, Letters and Sciences
University of California, Los Angeles
California Employment Development Department February 2010 - Present
Project Graduation Reall Achieves Dreams July 2006 - January 2012
Merrill Lynch June 2010 - August 2010
North East San Fernando Job Services June 2009 - August 2009
Skills
Computer Literate, Outstanding Customer..., Case Management
Education
Los Angeles Pierce College 2009 — 2011
Associates Degree, Letters and Sciences
University of California, Los Angeles
GARY ROQUES's Merrill Lynch Experience 2007 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2007 - 2011
Education
Louisiana State University 1965 — 1972
MBA, Marketing, Accounting, 3.1
Merrill Lynch 2007 - 2011
Education
Louisiana State University 1965 — 1972
MBA, Marketing, Accounting, 3.1
Bo Harris's Merrill Lynch Experience June 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
Wells Fargo Advisors September 2007 - June 2009
A.G. Edwards December 1997 - September 2007
Skills
Creative Problem Solving, Simplifying the Complex, Income Protection, Liquidity Management, Investments
Education
LSU 1971 — 1976
Bachelor of Science (BS), Real Estate
Merrill Lynch June 2009 - Present
Wells Fargo Advisors September 2007 - June 2009
A.G. Edwards December 1997 - September 2007
Skills
Creative Problem Solving, Simplifying the Complex, Income Protection, Liquidity Management, Investments
Education
LSU 1971 — 1976
Bachelor of Science (BS), Real Estate
Jacque Kuchta's Merrill Lynch Experience February 1988 - January 2012
Job Sr. Vice PresidentWealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2012 - Present
Merrill Lynch February 1988 - January 2012
Skills
Investments, Portfolio Management, Wealth Management, Fixed Income, Asset Management, Private Banking, Trading, FX Options, Equities, Loans, Corporate Finance, Financial Modeling, Relationship Management, Commercial Banking, Credit, Banking, High Net Worth..., Retirement, Investment Management
Education
Louisiana State University
UBS January 2012 - Present
Merrill Lynch February 1988 - January 2012
Skills
Investments, Portfolio Management, Wealth Management, Fixed Income, Asset Management, Private Banking, Trading, FX Options, Equities, Loans, Corporate Finance, Financial Modeling, Relationship Management, Commercial Banking, Credit, Banking, High Net Worth..., Retirement, Investment Management
Education
Louisiana State University
Rhys Roberts's Merrill Lynch Experience February 2008 - July 2010
Job Chief Compliance Officer at Bank of America Merrill Lynch Commodities
Industry Banking
Experience
Bank of America August 2010 - Present
Merrill Lynch February 2008 - July 2010
Merrill Lynch February 2006 - February 2008
Education
University of Wales, Cardiff 1992 — 1993
International Finance Banking and Economics, Finance, General
Loughborough University 1987 — 1990
Human Geography and Economics
Bank of America August 2010 - Present
Merrill Lynch February 2008 - July 2010
Merrill Lynch February 2006 - February 2008
Education
University of Wales, Cardiff 1992 — 1993
International Finance Banking and Economics, Finance, General
Loughborough University 1987 — 1990
Human Geography and Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank